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Mingzu

Mingzu

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2021-05-03

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Reminder: A-shares will be closed for three days on May Day, while Hong Kong and US stocks will trade as usual.

2022-12-23

[微笑]

Tip: The Christmas holidays are here, here's a list of trading market closing hours.

2022-12-19

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The reason for Powell's resolute hawkishness has been found! This indicator will be key to the Federal Reserve's policy direction in 2023.

2023-02-12

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Can you get rich by trading stocks with ChatGPT? See how Wall Street uses it.

2023-01-30

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Opening | US stocks collectively open low, popular Chinese concept stocks generally fall

2022-11-18

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JD.com's revenue in the third quarter reached 243.5 billion yuan, a year-on-year increase of 11.4%.

2022-11-11

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Sorry, the original content has been removed

2022-11-03

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Institutions are bullish, causing Li Auto to surge 16% intraday.

2022-09-18

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It's hard to stop! These two figures this week make it even more difficult for the Federal Reserve.

2022-09-07

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The US dollar suddenly broke through 110: What risks does this suggest?

Go to Tiger App to see more news

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Zuckerberg aims for a \"comeback\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1188548178","media":"华尔街见闻","summary":"LLaMA的商用版本可能会刺激更多的使用。","content":"<p><html><head></head><body>Author: Wang Mei</p><p><p style=\"text-align: justify;\">To further usher in the \"AI Android moment,\" the report states that Meta is exploring how to make its open-source large language model commercially available, allowing developers to monetize it commercially.</p><p><p style=\"text-align: justify;\">According to a report by the Information on Thursday, Meta CEO Mark Zuckerberg and his deputies hope that other companies can freely use the new artificial intelligence software that Meta is developing and profit from it. 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This will also indirectly benefit Meta's own AI development.</p><p><p style=\"text-align: justify;\">In February of this year, Meta released the first version of its open-source large language model (LLM), Meta AI (LLaMA), which helps researchers develop alternatives to proprietary AI software at low cost, causing a huge stir in the AI field.</p><p><p style=\"text-align: justify;\">Although LLaMA is only authorized for research purposes, it has swept the entire industry. Researchers have used it to develop open-source LLMs such as Vicuna, whose functionality is said to be close to the proprietary version in some indicators. Proprietary AI software has become the main source of revenue for OpenAI, the creator of ChatGPT.</p><p><p style=\"text-align: justify;\">Meta will benefit from releasing an open-source AI model. Meta CEO Mark Zuckerberg said in a conference call with stock analysts in April that as developers adopt and improve these models or patch their security vulnerabilities, Meta will be able to integrate these improvements into its AI models for consumer and advertising products.</p><p><p style=\"text-align: justify;\">However,<strong>Because Meta has chosen to release LLaMA under a research license, the open-source large language model it has spawned so far cannot be used for commercial purposes, which limits its promotion and replication in commercial applications.</strong></p><p><p style=\"text-align: justify;\">The commercial version of LLaMA may stimulate the software to be used more, although many obstacles remain. These obstacles include gaining access to dedicated servers, which are consistently in short supply, and the high cost of running such servers compared to typical computing tasks.</p><p><p style=\"text-align: justify;\">In The podcast \"The Lex Fridman,\" Zuckerberg addressed The internal debate over how to license The second version of LLaMA, saying:</p><p>“We have commissioned the research for the first version of LLaMA, and I think the most important thing we need to consider now is, what is the right way to do it?”<h2 style=\"text-align: start;\">Competition in the open-source AI sector is becoming increasingly fierce.</h2><p style=\"text-align: justify;\">Meta is already facing competition in the open-source AI race.</p><p><p style=\"text-align: justify;\">The Abu Dhabi Institute for Technological Innovation in the UAE recently released Falcon, a powerful new open-source model that has begun to gain popularity among open-source AI developers.</p><p><p style=\"text-align: justify;\">Previous reports stated that<strong>If OpenAI releases its new open-source large language model as planned, it could further shake up the industry.</strong>OpenAI has reportedly discussed using large language models for commercial purposes. However, this model is unlikely to be as good as OpenAI's most advanced proprietary large language model, GPT-4.</p><p><p style=\"text-align: justify;\"><strong>However, as Meta considers commercializing the next version of LLaMA, the company could face potential legal action if it is found to be using copyrighted material to train the software.</strong></p><p><p style=\"text-align: justify;\">the Information, citing former employees with knowledge of the matter, revealed that Meta had been working to resolve legal issues before releasing the first version of LLaMA. At the time, employees of the company's legal, product, and privacy teams discussed extensively how to license LLaMA to developers. Last month, Meta's chief AI scientist, Yann LeCun, was asked why Meta had not yet released a commercial version of LLaMA. 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Zuckerberg aims for a \"comeback\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-06-18 10:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Wang Mei</p><p><p style=\"text-align: justify;\">To further usher in the \"AI Android moment,\" the report states that Meta is exploring how to make its open-source large language model commercially available, allowing developers to monetize it commercially.</p><p><p style=\"text-align: justify;\">According to a report by the Information on Thursday, Meta CEO Mark Zuckerberg and his deputies hope that other companies can freely use the new artificial intelligence software that Meta is developing and profit from it. This decision could have significant implications for developers and businesses that are increasingly adopting artificial intelligence.</p><p><h2 style=\"text-align: start;\">The commercial version of LLaMA may stimulate more use</h2><p style=\"text-align: justify;\">The report, citing sources familiar with the matter, revealed that Meta is exploring how to make the next version of its open-source Large Language Model (LLM) commercially available, a technology that could support chatbots such as ChatGPT. This move could spark a frenzy among AI developers, who are eager to find products that can replace the proprietary software sold by competitors Google and OpenAI. This will also indirectly benefit Meta's own AI development.</p><p><p style=\"text-align: justify;\">In February of this year, Meta released the first version of its open-source large language model (LLM), Meta AI (LLaMA), which helps researchers develop alternatives to proprietary AI software at low cost, causing a huge stir in the AI field.</p><p><p style=\"text-align: justify;\">Although LLaMA is only authorized for research purposes, it has swept the entire industry. Researchers have used it to develop open-source LLMs such as Vicuna, whose functionality is said to be close to the proprietary version in some indicators. Proprietary AI software has become the main source of revenue for OpenAI, the creator of ChatGPT.</p><p><p style=\"text-align: justify;\">Meta will benefit from releasing an open-source AI model. Meta CEO Mark Zuckerberg said in a conference call with stock analysts in April that as developers adopt and improve these models or patch their security vulnerabilities, Meta will be able to integrate these improvements into its AI models for consumer and advertising products.</p><p><p style=\"text-align: justify;\">However,<strong>Because Meta has chosen to release LLaMA under a research license, the open-source large language model it has spawned so far cannot be used for commercial purposes, which limits its promotion and replication in commercial applications.</strong></p><p><p style=\"text-align: justify;\">The commercial version of LLaMA may stimulate the software to be used more, although many obstacles remain. These obstacles include gaining access to dedicated servers, which are consistently in short supply, and the high cost of running such servers compared to typical computing tasks.</p><p><p style=\"text-align: justify;\">In The podcast \"The Lex Fridman,\" Zuckerberg addressed The internal debate over how to license The second version of LLaMA, saying:</p><p>“We have commissioned the research for the first version of LLaMA, and I think the most important thing we need to consider now is, what is the right way to do it?”<h2 style=\"text-align: start;\">Competition in the open-source AI sector is becoming increasingly fierce.</h2><p style=\"text-align: justify;\">Meta is already facing competition in the open-source AI race.</p><p><p style=\"text-align: justify;\">The Abu Dhabi Institute for Technological Innovation in the UAE recently released Falcon, a powerful new open-source model that has begun to gain popularity among open-source AI developers.</p><p><p style=\"text-align: justify;\">Previous reports stated that<strong>If OpenAI releases its new open-source large language model as planned, it could further shake up the industry.</strong>OpenAI has reportedly discussed using large language models for commercial purposes. However, this model is unlikely to be as good as OpenAI's most advanced proprietary large language model, GPT-4.</p><p><p style=\"text-align: justify;\"><strong>However, as Meta considers commercializing the next version of LLaMA, the company could face potential legal action if it is found to be using copyrighted material to train the software.</strong></p><p><p style=\"text-align: justify;\">the Information, citing former employees with knowledge of the matter, revealed that Meta had been working to resolve legal issues before releasing the first version of LLaMA. At the time, employees of the company's legal, product, and privacy teams discussed extensively how to license LLaMA to developers. Last month, Meta's chief AI scientist, Yann LeCun, was asked why Meta had not yet released a commercial version of LLaMA. LeCun replied:</p><p>\"Because (1) I am not the only one involved in such decisions; and (2) it involves legal liability issues.\"<p style=\"text-align: justify;\">He gave no detailed explanation.</p><p><p style=\"text-align: justify;\">Reports emerged on Wednesday that Google researchers are trying to avoid copyrighted material such as Hollywood movies and use YouTube videos and other resources to train the company's next generation of proprietary large language models. Previously, many news publishers were concerned that Google might use materials from their websites to train proprietary large language models, which are currently powering Google's chatbot Bard.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3691354\">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/be0a7977ae6f278c03acf472c2e8a920","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://wallstreetcn.com/articles/3691354","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1188548178","content_text":"作者：王眉为了进一步开启“AI安卓时刻”，报道称Meta正在研究如何使其开源大语言模型可供商业使用，以允许开发者商用化赚钱。据the Information周四报道，Meta CEO马克·扎克伯格和他的副手们希望其他公司可以自由使用Meta正在开发的人工智能新软件，并能从中获利。对于那些越来越多地采用人工智能的开发者和企业来说，这个决定可能产生重大影响。LLaMA的商用版本可能会刺激更多的使用报道援引知情人士透露，Meta正在研究如何使其开源大语言模型(LLM)的下一个版本可供商业使用，该技术可以为ChatGPT等聊天机器人提供支持。此举能会引发AI开发者的狂热，他们渴望找到替代竞争对手谷歌和OpenAI销售的专有软件的产品。这也将间接有利于Meta自身的AI开发。今年2月，Meta发布了其开源大语言模型（LLM）的第一个版本，即Meta AI（LLaMA），该模型能帮助研究人员低成本开发专有AI软件的替代品，从而在AI领域掀起了轩然大波。LLaMA虽然只被授权用于研究用途，但却席卷了整个行业。研究人员用它开发了Vicuna等开源LLM，据称其功能在某些指标上已经接近专有版本。而专有AI软件已成为ChatGPT创建者OpenAI的主要收入来源。Meta将从发布开源AI模型中获益。Meta CEO扎克伯格在4月份与股票分析师的电话会议上表示，随着开发人员采用和改进这些模型或修补其安全漏洞，Meta将能够把这些改进整合到自己的消费和广告产品的AI模型中。不过，由于Meta选择在研究许可下发布LLaMA，因此迄今为止催生的开源大语言模型不能用于商业目的，这限制了它在商业应用中的推广和复制。LLaMA的商用版本可能会刺激该软件被更多地使用，尽管仍然存在许多障碍。这些障碍包括获得专用服务器的访问权，这些服务器一直供不应求，以及与典型的计算任务相比，运行此类服务器的成本很高。在播客“The Lex Fridman” 中，扎克伯格提到了关于如何授权LLaMA第二版本的内部争论，他说：“我们为第一个版本的LLaMA做了研究授权，我认为现在我们最需要考虑的是，什么是正确的方式？”开源AI赛道竞争越来越激烈Meta已经在开源人工智能竞赛中面临竞争。阿联酋阿布扎比技术创新研究所最近发布了Falcon，这是一套功能强大的新开源模型，已经开始受到开源AI开发者的青睐。此前报道称，如果OpenAI按照内部计划发布新的开源大语言模型，它可能会进一步撼动该行业。据称OpenAI已经讨论过将大语言模型用于商业用途。然而，这种模型不太可能像OpenAI最先进的专有大语言模型GPT-4那样好。但在Meta考虑将下一个版本的LLaMA商业化的过程中，如果被发现使用受版权保护的材料训练该软件，该公司可能会面临潜在的法律诉讼。the Information援引知情的前员工透露，在发布第一版LLaMA之前，Meta一直在努力解决法律问题。当时，公司法律、产品和隐私团队的员工广泛讨论了如何将LLaMA授权给开发者。上个月，Meta首席AI科学家Yann LeCun被问及为什么Meta到目前为止还没有发布LLaMA的商业版本。LeCun回复称：“因为(1)我不是唯一参与此类决策的人；(2)这涉及法律责任问题。”他没有给出详细说明。周三有报道称，谷歌的研究人员正在试图避开好莱坞电影等受版权保护的材料，利用YouTube视频和其他资源来训练该公司的下一代专有大语言模型。此前，许多新闻出版商担心谷歌可能使用他们网站上的材料来训练专有大语言模型，该模型目前正在为谷歌的聊天机器人Bard提供支持。","news_type":1,"symbols_score_info":{"META":0.9}},"isVote":1,"tweetType":1,"viewCount":5603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188689956933752,"gmtCreate":1687092404967,"gmtModify":1687092408917,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582685386479633","authorIdStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188689956933752","repostId":"1129305995","repostType":2,"repost":{"id":"1129305995","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":1686557874,"share":"https://ttm.financial/m/news/1129305995?lang=en_US&edition=fundamental","pubTime":"2023-06-12 16:17","market":"us","language":"zh","title":"Reminder: A list of major market closures during the Dragon Boat Festival holiday.","url":"https://stock-news.laohu8.com/highlight/detail?id=1129305995","media":"老虎资讯综合","summary":"摘要：6月19日是美国的联邦假日（六月节），美股将于当日休市；中国传统节日端午节假期临近，A股、港股将于6月22日休市。六月节（解放黑奴纪念日）休市一览6月19日是美国的联邦假日（六月节），美股将于当","content":"<p><html><head></head><body><strong>Abstract: June 19th is a federal holiday (Juneteenth) in the United States, and US stocks will be closed on that day; With the Chinese traditional Dragon Boat Festival approaching, A-shares and Hong Kong stocks will be closed on June 22.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47102ab200a15ccbeb31a2ed54d0fae2\" title=\"\" tg-width=\"1077\" tg-height=\"1080\"/></p><p><h2>A list of market closures in Juneteenth (Emancipation Day)</h2>June 19th is a federal holiday in the United States (Juneteenth).<strong>US stocks will be closed on that day.</strong>。 It's worth noting that this holiday is quite \"young,\" having only been legalized in June 2021, making it the first holiday in the United States since Martin Luther King Jr. Day in 1983.<strong>The first newly added national statutory holiday.</strong></p><p><strong>US stocks</strong></p><p><u>The market will be closed on Monday, June 19, and will reopen as usual on Tuesday, June 20.</u></p><p><strong><u>Hong Kong stocks, A-shares, Singapore stock markets, and Australian markets will continue to trade as usual.</u></strong></p><p><h2>A list of major market closure arrangements during the Dragon Boat Festival holiday</h2>With the Chinese traditional Dragon Boat Festival holiday approaching, the closure arrangements for major markets are as follows:</p><p><strong>A-shares:</strong></p><p><u>The market will be closed from June 22 (Thursday) to June 23 (Friday), and will reopen as usual from June 26 (Monday).</u></p><p><strong>Hong Kong stocks:</strong></p><p><u>The market will be closed on Thursday, June 22, and will reopen as usual from Friday, June 23.</u></p><p><strong><u>Trading in the US, Australian, and Singapore stock markets continued as usual.</u></strong></p><p><strong>Shanghai-Hong Kong Stock Connect and Shenzhen-Hong</strong></p><p><u>Services will be closed from June 22 (Thursday) to June 23 (Friday), and will resume as usual from June 26 (Monday).</u></p><p><strong>Hong Kong Stock Connect:</strong></p><p><u>Services will be closed from June 22 (Thursday) to June 23 (Friday), and will resume as usual from June 26 (Monday).</u></p><p><strong>Background of Juneteenth:</strong>On June 17, 2021, U.S. President Biden signed an executive order designating June 19 of each year as a national statutory holiday to commemorate the end of slavery in the United States. The holiday is named \"Juneteenth,\" a combination of June and Nineteenth. Chinese officials call this festival \"Juneteenth\".</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ea0fb2e3d74348973bae50742d5fef\" title=\"拜登与“六月节祖母”Opal Lee\" tg-width=\"500\" tg-height=\"288\"/><span>Biden and \"Grandma Juneteenth\" Opal Lee</span></p><p><strong>Background information about the Dragon Boat</strong>The Dragon Boat Festival, also known as the Dragon Boat Festival, the Dragon Boat Festival, or the Heavenly Festival, originated from the worship of natural celestial phenomena and evolved from dragon worship in ancient times. During the Dragon Boat Festival in midsummer, the seven constellations of the Azure Dragon soar in the south, occupying the most \"central\" position of the year, as the line of the fifth line of the Qian Hexagram of the I Ching says: \"The dragon flies in the sky.\" Its origins cover ancient astrological culture, humanistic philosophy and other aspects, and it contains profound and rich cultural connotations. In the process of inheritance and development, it has mixed various folk customs into one, and the content of festivals is rich. Dragon boat racing and eating zongzi (sticky rice dumplings) are two major customs of the Dragon Boat Festival, which have been passed down in China since ancient times and continue to this day.</p><p>The Dragon Boat Festival was originally a festival created by ancient people to pay homage to the Dragon Ancestor and pray for blessings and ward off evil spirits. Legend has it that Qu Yuan, a poet from the State of Chu during the Warring States period, committed suicide by jumping into the Miluo River on May 5th. Later, people also regarded the Dragon Boat Festival as a festival to commemorate Qu Yuan. There are also claims to commemorate Wu Zixu, Cao E, and Jie Zitui. In general, the Dragon Boat Festival originated from the fact that ancient people chose the auspicious day of \"flying dragons in the sky\" to worship the Dragon Ancestor and pray for blessings and ward off evil spirits, injecting the summer season trend of \"curing diseases and preventing epidemics\".</p><p><img src=\"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b\" alt=\"\"/></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>Reminder: A list of major market closures during the Dragon Boat Festival holiday.</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; 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}\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\">\nReminder: A list of major market closures during the Dragon Boat Festival holiday.\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\">2023-06-12 16:17</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Abstract: June 19th is a federal holiday (Juneteenth) in the United States, and US stocks will be closed on that day; With the Chinese traditional Dragon Boat Festival approaching, A-shares and Hong Kong stocks will be closed on June 22.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47102ab200a15ccbeb31a2ed54d0fae2\" title=\"\" tg-width=\"1077\" tg-height=\"1080\"/></p><p><h2>A list of market closures in Juneteenth (Emancipation Day)</h2>June 19th is a federal holiday in the United States (Juneteenth).<strong>US stocks will be closed on that day.</strong>。 It's worth noting that this holiday is quite \"young,\" having only been legalized in June 2021, making it the first holiday in the United States since Martin Luther King Jr. Day in 1983.<strong>The first newly added national statutory holiday.</strong></p><p><strong>US stocks</strong></p><p><u>The market will be closed on Monday, June 19, and will reopen as usual on Tuesday, June 20.</u></p><p><strong><u>Hong Kong stocks, A-shares, Singapore stock markets, and Australian markets will continue to trade as usual.</u></strong></p><p><h2>A list of major market closure arrangements during the Dragon Boat Festival holiday</h2>With the Chinese traditional Dragon Boat Festival holiday approaching, the closure arrangements for major markets are as follows:</p><p><strong>A-shares:</strong></p><p><u>The market will be closed from June 22 (Thursday) to June 23 (Friday), and will reopen as usual from June 26 (Monday).</u></p><p><strong>Hong Kong stocks:</strong></p><p><u>The market will be closed on Thursday, June 22, and will reopen as usual from Friday, June 23.</u></p><p><strong><u>Trading in the US, Australian, and Singapore stock markets continued as usual.</u></strong></p><p><strong>Shanghai-Hong Kong Stock Connect and Shenzhen-Hong</strong></p><p><u>Services will be closed from June 22 (Thursday) to June 23 (Friday), and will resume as usual from June 26 (Monday).</u></p><p><strong>Hong Kong Stock Connect:</strong></p><p><u>Services will be closed from June 22 (Thursday) to June 23 (Friday), and will resume as usual from June 26 (Monday).</u></p><p><strong>Background of Juneteenth:</strong>On June 17, 2021, U.S. President Biden signed an executive order designating June 19 of each year as a national statutory holiday to commemorate the end of slavery in the United States. The holiday is named \"Juneteenth,\" a combination of June and Nineteenth. Chinese officials call this festival \"Juneteenth\".</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ea0fb2e3d74348973bae50742d5fef\" title=\"拜登与“六月节祖母”Opal Lee\" tg-width=\"500\" tg-height=\"288\"/><span>Biden and \"Grandma Juneteenth\" Opal Lee</span></p><p><strong>Background information about the Dragon Boat</strong>The Dragon Boat Festival, also known as the Dragon Boat Festival, the Dragon Boat Festival, or the Heavenly Festival, originated from the worship of natural celestial phenomena and evolved from dragon worship in ancient times. During the Dragon Boat Festival in midsummer, the seven constellations of the Azure Dragon soar in the south, occupying the most \"central\" position of the year, as the line of the fifth line of the Qian Hexagram of the I Ching says: \"The dragon flies in the sky.\" Its origins cover ancient astrological culture, humanistic philosophy and other aspects, and it contains profound and rich cultural connotations. In the process of inheritance and development, it has mixed various folk customs into one, and the content of festivals is rich. Dragon boat racing and eating zongzi (sticky rice dumplings) are two major customs of the Dragon Boat Festival, which have been passed down in China since ancient times and continue to this day.</p><p>The Dragon Boat Festival was originally a festival created by ancient people to pay homage to the Dragon Ancestor and pray for blessings and ward off evil spirits. Legend has it that Qu Yuan, a poet from the State of Chu during the Warring States period, committed suicide by jumping into the Miluo River on May 5th. Later, people also regarded the Dragon Boat Festival as a festival to commemorate Qu Yuan. There are also claims to commemorate Wu Zixu, Cao E, and Jie Zitui. In general, the Dragon Boat Festival originated from the fact that ancient people chose the auspicious day of \"flying dragons in the sky\" to worship the Dragon Ancestor and pray for blessings and ward off evil spirits, injecting the summer season trend of \"curing diseases and preventing epidemics\".</p><p><img src=\"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b\" alt=\"\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d39119e26b6941b99faa819a4263ff0f","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129305995","content_text":"摘要：6月19日是美国的联邦假日（六月节），美股将于当日休市；中国传统节日端午节假期临近，A股、港股将于6月22日休市。六月节（解放黑奴纪念日）休市一览6月19日是美国的联邦假日（六月节），美股将于当日休市。值得一提的是，这一节日相当“年轻”，2021年6月才被合法化，是美国自1983年的“马丁·路德·金日”以来新增的第一个全国法定节日。美股6月19日（周一）休市，6月20日（周二）起照常开市。港股、A股、新加坡股市、澳大利亚市场照常交易。端午节假期主要市场休市安排一览中国传统节日端午节假期临近，各主要市场休市安排如下：A股：6月22日（星期四）至6月23日（星期五）休市，6月26日（星期一）起照常开市。港股：6月22日（星期四）休市，6月23日（星期五）起照常开市。美股、澳股、新加坡股市照常交易。沪股通、深股通：6月22日（星期四）至6月23日（星期五）不提供服务，6月26日（星期一）起照常开通。港股通：6月22日（星期四）至6月23日（星期五）不提供服务，6月26日（星期一）起照常开通。六月节背景介绍：2021年6月17日，美国总统拜登签署法令，将每年的6月19日定为全国法定节假日以纪念美国奴隶制的终结，节日名称为“Juneteenth”，该名称取自June（六月）和Nineteenth（十九）的组合。中国官方称这一节日为“六月节”。拜登与“六月节祖母”Opal Lee端午节背景介绍：端午节，又称端阳节、龙舟节、天中节等，源于自然天象崇拜，由上古时代祭龙演变而来。仲夏端午，苍龙七宿飞升于正南中天，处于全年最“正中”之位，即如《易经·乾卦》第五爻的爻辞曰：“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容，蕴含着深邃丰厚的文化内涵，在传承发展中杂糅了多种民俗为一体，节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗，这两大礼俗在中国自古传承，至今不辍。端午节，本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽，后来人们亦将端午节作为纪念屈原的节日；也有纪念伍子胥、曹娥及介子推等说法。总的来说，端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪，注入夏季时令“祛病防疫\"风尚。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":5133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970507158,"gmtCreate":1684567013075,"gmtModify":1684567016459,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582685386479633","authorIdStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970507158","repostId":"1134825236","repostType":2,"repost":{"id":"1134825236","kind":"news","pubTimestamp":1684547417,"share":"https://ttm.financial/m/news/1134825236?lang=en_US&edition=fundamental","pubTime":"2023-05-20 09:50","market":"us","language":"zh","title":"\"Extreme Game\"! U.S. debt ceiling negotiations \"ended without results\" on Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1134825236","media":"华尔街见闻","summary":"美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束，双方均未提及任何进展，也没有安排进一步的会议。据报道，债务上限僵局集中在2024年的支出水平上。据路透报道，美国白宫与共和党谈判代表周五","content":"<p><html><head></head><body>The second meeting between the White House and Republican negotiators on raising the debt ceiling ended Friday with neither side mentioning any progress nor scheduling further meetings. According to reports, the debt ceiling impasse focuses on spending levels in 2024.<p style=\"text-align: justify;\">According to Reuters, the second meeting between the White House and Republican negotiators on raising the debt ceiling concluded on Friday, with neither side mentioning any progress nor scheduling further meetings.</p><p><p style=\"text-align: justify;\">Republican Representative garrett Graves told reporters after a brief meeting with White House officials at the Capitol:</p><p>“We had a very, very frank discussion, discussing our current situation and how things need to develop.”<p style=\"text-align: justify;\">\"Tonight is not a negotiation,\" Graves said, adding,<strong>The time of the next meeting has not yet been determined.</strong></p><p><p style=\"text-align: justify;\"><strong>He agreed with GOP leader and House Speaker McCarthy that progress needs to be made in changing the “trajectory” of rapidly rising U.S. government deficit spending and debt.</strong></p><p><p style=\"text-align: justify;\">McCarthy said, \"We must spend less than last year.\"</p><p><p style=\"text-align: justify;\">Another Republican negotiator, Representative Patrick McHenry, said McCarthy would be briefed on the progress of the negotiations.</p><p><p style=\"text-align: justify;\"><strong>Neither member of parliament mentioned any progress.</strong></p><p><p style=\"text-align: justify;\">In the first meeting on Friday morning, McCarthy's debt ceiling negotiators abruptly left shortly after a closed-door meeting with White House representatives began.</p><p><p style=\"text-align: justify;\">The news shook financial markets as the debt ceiling deadline approached.</p><p><h2>Focus of Controversy: Spending Levels in 2024</h2><p style=\"text-align: justify;\">Republicans are pushing for deep spending cuts in exchange for raising the cap.</p><p><p style=\"text-align: justify;\">The debt ceiling impasse focuses on spending levels in 2024.</p><p><p style=\"text-align: justify;\">According to a previous report by Axios, Democratic Representative Dusty Johnson stated:</p><p><p style=\"text-align: justify;\">\"The White House wants to continue spending more money, and as long as that's their position, it's impossible to reach an agreement.\"</p><p><p style=\"text-align: justify;\">Johnson said McCarthy “insisted” on Republican demands to limit discretionary spending to 2022 levels.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"Extreme Game\"! U.S. debt ceiling negotiations \"ended without results\" on Friday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n\"Extreme Game\"! U.S. debt ceiling negotiations \"ended without results\" on Friday\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-05-20 09:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The second meeting between the White House and Republican negotiators on raising the debt ceiling ended Friday with neither side mentioning any progress nor scheduling further meetings. According to reports, the debt ceiling impasse focuses on spending levels in 2024.<p style=\"text-align: justify;\">According to Reuters, the second meeting between the White House and Republican negotiators on raising the debt ceiling concluded on Friday, with neither side mentioning any progress nor scheduling further meetings.</p><p><p style=\"text-align: justify;\">Republican Representative garrett Graves told reporters after a brief meeting with White House officials at the Capitol:</p><p>“We had a very, very frank discussion, discussing our current situation and how things need to develop.”<p style=\"text-align: justify;\">\"Tonight is not a negotiation,\" Graves said, adding,<strong>The time of the next meeting has not yet been determined.</strong></p><p><p style=\"text-align: justify;\"><strong>He agreed with GOP leader and House Speaker McCarthy that progress needs to be made in changing the “trajectory” of rapidly rising U.S. government deficit spending and debt.</strong></p><p><p style=\"text-align: justify;\">McCarthy said, \"We must spend less than last year.\"</p><p><p style=\"text-align: justify;\">Another Republican negotiator, Representative Patrick McHenry, said McCarthy would be briefed on the progress of the negotiations.</p><p><p style=\"text-align: justify;\"><strong>Neither member of parliament mentioned any progress.</strong></p><p><p style=\"text-align: justify;\">In the first meeting on Friday morning, McCarthy's debt ceiling negotiators abruptly left shortly after a closed-door meeting with White House representatives began.</p><p><p style=\"text-align: justify;\">The news shook financial markets as the debt ceiling deadline approached.</p><p><h2>Focus of Controversy: Spending Levels in 2024</h2><p style=\"text-align: justify;\">Republicans are pushing for deep spending cuts in exchange for raising the cap.</p><p><p style=\"text-align: justify;\">The debt ceiling impasse focuses on spending levels in 2024.</p><p><p style=\"text-align: justify;\">According to a previous report by Axios, Democratic Representative Dusty Johnson stated:</p><p><p style=\"text-align: justify;\">\"The White House wants to continue spending more money, and as long as that's their position, it's impossible to reach an agreement.\"</p><p><p style=\"text-align: justify;\">Johnson said McCarthy “insisted” on Republican demands to limit discretionary spending to 2022 levels.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3689223\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92ece06f0d5f47ced3643ec6cfcc433e","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3689223","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134825236","content_text":"美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束，双方均未提及任何进展，也没有安排进一步的会议。据报道，债务上限僵局集中在2024年的支出水平上。据路透报道，美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束，双方均未提及任何进展，也没有安排进一步的会议。共和党众议员格雷夫斯(garrett Graves)在国会大厦与白宫官员举行简短会晤后对记者说：“我们进行了非常、非常坦诚的讨论，讨论了我们的现状，讨论了事情需要如何发展。”“今晚不是一次谈判，”格雷夫斯说，并补充说，下一次会议的时间尚未确定。他赞同美国共和党领袖、众议院议长麦卡锡的说法，即需要在改变美国政府赤字支出和债务迅速上升的“轨迹”方面取得进展。麦卡锡说：“我们的支出必须比去年少。”另一位共和党谈判代表、众议员Patrick McHenry说，麦卡锡将听取有关谈判进展的简报。两位议员都没有提到任何进展。在周五早上的第一次会议上，麦卡锡的债务上限谈判代表与白宫代表的闭门会议开始后不久便突然离开。随着债务上限最后期限的临近，这一消息震动了金融市场。焦点争议：2024年的支出水平共和党人正在推动大幅削减开支，以换取提高上限。债务上限僵局集中在2024年的支出水平上。据媒体Axios此前报道，民主党众议员Dusty Johnson表示：“白宫想继续花更多的钱，只要这是他们的立场，就不可能达成协议。”Johnson说，麦卡锡“坚持”共和党要求将可自由支配的支出限制在2022年的水平。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":5250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970228071,"gmtCreate":1684496641593,"gmtModify":1684496648685,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582685386479633","authorIdStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970228071","repostId":"2336951950","repostType":2,"isVote":1,"tweetType":1,"viewCount":4996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970370287,"gmtCreate":1684079067950,"gmtModify":1684079071110,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582685386479633","authorIdStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970370287","repostId":"1154230640","repostType":2,"isVote":1,"tweetType":1,"viewCount":5798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947266493,"gmtCreate":1683201340312,"gmtModify":1683201343843,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582685386479633","authorIdStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947266493","repostId":"1185922715","repostType":2,"repost":{"id":"1185922715","kind":"news","pubTimestamp":1683200165,"share":"https://ttm.financial/m/news/1185922715?lang=en_US&edition=fundamental","pubTime":"2023-05-04 19:36","market":"us","language":"zh","title":"It's not just about \"moats\"! Buffett also has a major investment \"trick\".","url":"https://stock-news.laohu8.com/highlight/detail?id=1185922715","media":"华尔街见闻","summary":"巴菲特投资的大多数公司都派息，预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。一年一度的“投资界春晚”、伯克希尔·哈撒韦股东会将在周六召开，这时候，普通投资者又会抛出灵魂一问：巴菲特","content":"<p><html><head></head><body><strong>Most of the companies Buffett invests in pay dividends, and Berkshire Hathaway is expected to earn approximately $5.7 billion in cash from its stock portfolio this year.</strong><p style=\"text-align: justify;\">The annual \"Spring Festival Gala of the Investment World,\" the Berkshire Hathaway shareholder meeting, will be held on Saturday. At this time, ordinary investors will once again pose a crucial question:</p><p><p style=\"text-align: justify;\">Why are Buffett's stock picks so successful?</p><p><p style=\"text-align: justify;\">The Wall Street Journal summarized two answers to this question.</p><p><p style=\"text-align: justify;\">According to an article published in the newspaper on Wednesday, one answer is universally known: Buffett's exceptional ability to select high-quality companies, while the other is much less remarkable—his preference for dividend-paying stocks.</p><p><p style=\"text-align: justify;\">Note,<strong>Most of the companies Buffett invests in pay dividends.</strong></p><p><p style=\"text-align: justify;\">According to Dow Jones Market Data's analysis of the company's announcements,<strong>Berkshire Hathaway is expected to earn approximately $5.7 billion in cash from its stock portfolio this year.</strong></p><p><p style=\"text-align: justify;\">Nearly a fifth of that will come from Chevron, one of Berkshire's largest holdings.<strong>Chevron has increased its dividend for 36 consecutive years.</strong></p><p><p style=\"text-align: justify;\">In addition, Dow Jones market data shows that Berkshire Hathaway will also receive more than $700 million each from Coca-Cola, Apple, and Bank of America, more than $500 million from Kraft Heinz, and approximately $363 million from American Express.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fa8ab5d9e43dc821c224f2bc8d3a57b\" tg-width=\"554\" tg-height=\"439\"/></p><p><p style=\"text-align: justify;\"><strong>\"This is what he likes: dividends and buybacks.\"</strong>Todd Finkle, a professor of entrepreneurship at Gonzaga University, said that Finkle once wrote a book about Buffett's career.</p><p><p style=\"text-align: justify;\">Mr. Finkle says Mr. Buffett is good at picking companies that have stood the test of time and improved Dividend in many economic cycles. Over time, this both increased the value of Berkshire's stock portfolio and expanded the company's ample cash reserves that it could use for its own businesses, as well as for acquisitions and share buybacks.</p><p><p style=\"text-align: justify;\">According to Berkshire Hathaway's most recent financial report, the company had $128.6 billion in cash and cash equivalents at the end of 2022.</p><p><p style=\"text-align: justify;\">Finkle stated that Buffett's preference for dividend-paying stocks is not his \"secret weapon,\" but it is certainly part of it.</p><p><p style=\"text-align: justify;\">Take Coca-Cola, Buffett's favorite drink, for example.</p><p><p style=\"text-align: justify;\">In 1994, Berkshire Hathaway bought its current holdings of approximately 400 million Coca-Cola shares for $1.3 billion, receiving $75 million in cash Dividend that year.</p><p><p style=\"text-align: justify;\"><strong>In 2022, this figure increased nearly tenfold to $704 million, while the market value of Berkshire Hathaway's Coca-Cola shares soared to $25 billion.</strong></p><p><p style=\"text-align: justify;\">In his annual letter to shareholders earlier this year, Buffett stated,<strong>Dividend grows every year, as certain as a birthday.</strong></p><p><p style=\"text-align: justify;\">In his shareholder letter, Buffett stated:</p><p>All Charlie (Munger) and I had to do was cash Coca-Cola's quarterly Dividend checks.<p style=\"text-align: justify;\">Buffett and Munger predict that Coca-Cola will continue to increase its Dividend in the future. Coca-Cola said in February that it had approved the 61st consecutive increase in annual Dividend.</p><p><p style=\"text-align: justify;\">In other words, according to Finkle, Buffett's \"secret weapon\" in stock selection is actually \"selecting high-quality companies + dividend-paying stocks\".</p><p><p style=\"text-align: justify;\">This \"secret weapon\" achieved similar returns for Berkshire Hathaway when used on American Express.</p><p><p style=\"text-align: justify;\">Berkshire completed the vast majority of its $1.3 billion acquisition of American Express shares in 1995 and acquired $41 million in Dividend that year.</p><p><p style=\"text-align: justify;\">Last year, Berkshire Hathaway's stake in American Express was worth $22 billion, and it received $302 million in Dividend from the latter.</p><p><p style=\"text-align: justify;\">\"These Dividend gains, while satisfactory, are far from spectacular,\" he said in his letter. \"But the important thing is that they brought about an increase in stock prices.\"</p><p><p style=\"text-align: justify;\">Generally, investors tend to reinvest dividends into their original stocks, but Berkshire Hathaway did not reinvest dividends from Coca-Cola and American Express in these two stocks. The increased stake was due to years of share buybacks by the two companies.</p><p><p style=\"text-align: justify;\">In fact,<strong>Berkshire has not increased its stake in Coca-Cola and American Express stock since the 1990s, some speculate, perhaps because it hates paying too high a price for its investments.</strong></p><p><p style=\"text-align: justify;\">In a 1983 letter to Berkshire Hathaway shareholders, Buffett said:</p><p>For investors, buying stock in a good company at an excessively high price may offset the impact of favorable business development over the next decade.<p style=\"text-align: justify;\">It is worth noting that while Dividend can provide stable income like bonds, it still carries risks.</p><p><p style=\"text-align: justify;\">For example, if a company is short on cash flow, it can cut or even suspend dividends, and suspending dividends often causes the stock price to fall because investors often see it as a signal that the company is in a major financial crisis. In addition, when investors choose more expensive growth stocks, their Dividend often perform poorly.</p><p></body></html></p>","source":"wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It's not just about \"moats\"! Buffett also has a major investment \"trick\".</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIt's not just about \"moats\"! Buffett also has a major investment \"trick\".\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-05-04 19:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Most of the companies Buffett invests in pay dividends, and Berkshire Hathaway is expected to earn approximately $5.7 billion in cash from its stock portfolio this year.</strong><p style=\"text-align: justify;\">The annual \"Spring Festival Gala of the Investment World,\" the Berkshire Hathaway shareholder meeting, will be held on Saturday. At this time, ordinary investors will once again pose a crucial question:</p><p><p style=\"text-align: justify;\">Why are Buffett's stock picks so successful?</p><p><p style=\"text-align: justify;\">The Wall Street Journal summarized two answers to this question.</p><p><p style=\"text-align: justify;\">According to an article published in the newspaper on Wednesday, one answer is universally known: Buffett's exceptional ability to select high-quality companies, while the other is much less remarkable—his preference for dividend-paying stocks.</p><p><p style=\"text-align: justify;\">Note,<strong>Most of the companies Buffett invests in pay dividends.</strong></p><p><p style=\"text-align: justify;\">According to Dow Jones Market Data's analysis of the company's announcements,<strong>Berkshire Hathaway is expected to earn approximately $5.7 billion in cash from its stock portfolio this year.</strong></p><p><p style=\"text-align: justify;\">Nearly a fifth of that will come from Chevron, one of Berkshire's largest holdings.<strong>Chevron has increased its dividend for 36 consecutive years.</strong></p><p><p style=\"text-align: justify;\">In addition, Dow Jones market data shows that Berkshire Hathaway will also receive more than $700 million each from Coca-Cola, Apple, and Bank of America, more than $500 million from Kraft Heinz, and approximately $363 million from American Express.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fa8ab5d9e43dc821c224f2bc8d3a57b\" tg-width=\"554\" tg-height=\"439\"/></p><p><p style=\"text-align: justify;\"><strong>\"This is what he likes: dividends and buybacks.\"</strong>Todd Finkle, a professor of entrepreneurship at Gonzaga University, said that Finkle once wrote a book about Buffett's career.</p><p><p style=\"text-align: justify;\">Mr. Finkle says Mr. Buffett is good at picking companies that have stood the test of time and improved Dividend in many economic cycles. Over time, this both increased the value of Berkshire's stock portfolio and expanded the company's ample cash reserves that it could use for its own businesses, as well as for acquisitions and share buybacks.</p><p><p style=\"text-align: justify;\">According to Berkshire Hathaway's most recent financial report, the company had $128.6 billion in cash and cash equivalents at the end of 2022.</p><p><p style=\"text-align: justify;\">Finkle stated that Buffett's preference for dividend-paying stocks is not his \"secret weapon,\" but it is certainly part of it.</p><p><p style=\"text-align: justify;\">Take Coca-Cola, Buffett's favorite drink, for example.</p><p><p style=\"text-align: justify;\">In 1994, Berkshire Hathaway bought its current holdings of approximately 400 million Coca-Cola shares for $1.3 billion, receiving $75 million in cash Dividend that year.</p><p><p style=\"text-align: justify;\"><strong>In 2022, this figure increased nearly tenfold to $704 million, while the market value of Berkshire Hathaway's Coca-Cola shares soared to $25 billion.</strong></p><p><p style=\"text-align: justify;\">In his annual letter to shareholders earlier this year, Buffett stated,<strong>Dividend grows every year, as certain as a birthday.</strong></p><p><p style=\"text-align: justify;\">In his shareholder letter, Buffett stated:</p><p>All Charlie (Munger) and I had to do was cash Coca-Cola's quarterly Dividend checks.<p style=\"text-align: justify;\">Buffett and Munger predict that Coca-Cola will continue to increase its Dividend in the future. Coca-Cola said in February that it had approved the 61st consecutive increase in annual Dividend.</p><p><p style=\"text-align: justify;\">In other words, according to Finkle, Buffett's \"secret weapon\" in stock selection is actually \"selecting high-quality companies + dividend-paying stocks\".</p><p><p style=\"text-align: justify;\">This \"secret weapon\" achieved similar returns for Berkshire Hathaway when used on American Express.</p><p><p style=\"text-align: justify;\">Berkshire completed the vast majority of its $1.3 billion acquisition of American Express shares in 1995 and acquired $41 million in Dividend that year.</p><p><p style=\"text-align: justify;\">Last year, Berkshire Hathaway's stake in American Express was worth $22 billion, and it received $302 million in Dividend from the latter.</p><p><p style=\"text-align: justify;\">\"These Dividend gains, while satisfactory, are far from spectacular,\" he said in his letter. \"But the important thing is that they brought about an increase in stock prices.\"</p><p><p style=\"text-align: justify;\">Generally, investors tend to reinvest dividends into their original stocks, but Berkshire Hathaway did not reinvest dividends from Coca-Cola and American Express in these two stocks. The increased stake was due to years of share buybacks by the two companies.</p><p><p style=\"text-align: justify;\">In fact,<strong>Berkshire has not increased its stake in Coca-Cola and American Express stock since the 1990s, some speculate, perhaps because it hates paying too high a price for its investments.</strong></p><p><p style=\"text-align: justify;\">In a 1983 letter to Berkshire Hathaway shareholders, Buffett said:</p><p>For investors, buying stock in a good company at an excessively high price may offset the impact of favorable business development over the next decade.<p style=\"text-align: justify;\">It is worth noting that while Dividend can provide stable income like bonds, it still carries risks.</p><p><p style=\"text-align: justify;\">For example, if a company is short on cash flow, it can cut or even suspend dividends, and suspending dividends often causes the stock price to fall because investors often see it as a signal that the company is in a major financial crisis. In addition, when investors choose more expensive growth stocks, their Dividend often perform poorly.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3687974\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://wallstreetcn.com/articles/3687974","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185922715","content_text":"巴菲特投资的大多数公司都派息，预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。一年一度的“投资界春晚”、伯克希尔·哈撒韦股东会将在周六召开，这时候，普通投资者又会抛出灵魂一问：巴菲特的选股为什么会如此成功？对于这个问题，《华尔街日报》总结了两个答案。根据该报周三发布的文章，其中一个答案无人不晓，即巴菲特出神入化的挑选优质公司的能力，另外一个则不起眼得多——青睐派息股。注意，巴菲特投资的大多数公司都派息。根据Dow Jones Market Data对公司公告的分析，预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。其中近五分之一将来自伯克希尔最大持股之一的雪佛龙，雪佛龙已连续36年增加派息。另外，道琼斯市场数据显示，伯克希尔还将从可口可乐、苹果和美国银行各拿到逾7亿美元，从卡夫亨氏公司拿到逾5亿美元，从美国运通公司拿到约3.63亿美元。 “这就是他喜欢的：派息和回购，”贡萨加大学创业学教授Todd Finkle说，Finkle曾写过一本关于巴菲特职业生涯的书。Finkle说，巴菲特擅长挑选在许多经济周期中经受住时间考验并提高股息的公司。随着时间推移，这既增加了伯克希尔股票投资组合的价值，也扩大了公司能够用于自身业务以及收购和股票回购的充足现金储备。根据伯克希尔最近的财报，公司到2022年年底拥有1286亿美元的现金和现金等价物。Finkle表示，青睐派息股并非巴菲特的“秘密武器”，但确是其中一部分。拿巴菲特最爱的可口可乐举例。1994年，伯克希尔·哈撒韦以13亿美元买入其目前持有的大约4亿股可口可乐股份，当年就获得了7500万美元的现金股息。2022年，这一数字翻了近十倍至7.04亿美元，而伯克希尔持有的可口可乐股份市值也已飙升至250亿美元。巴菲特在今年早些时候发布的年度致股东信中称，股息每年都会增长，就像生日一样确定无疑。巴菲特在股东信中表示：我和查理（芒格）要做的只是兑现可口可乐的季度股息支票。巴菲特和芒格预计，可口可乐未来将继续提高股息。可口可乐2月份表示，已批准连续第61次提高年度股息。也就是说，按照Finkle的说法，巴菲特选股的“秘密武器”其实是“挑选优质公司+派息股”。该“秘密武器”用在美国运通公司身上也为伯克希尔实现了类似的回报。伯克希尔1995年完成了以13亿美元买入美国运通股份的绝大部分交易，并在当年获得了4100万美元的股息。去年，伯克希尔所持美国运通股份价值为220亿美元，并从后者获得了3.02亿美元的股息。“这些股息收益固然令人满意，却远谈不上惊人，”巴菲特在他的信中表示。“但重要的是它们带来了股价的上涨。”一般来说，投资者倾向于将分红重新投资到原股票上，但伯克希尔并没有将可口可乐和美国运通的分红重新投资到这两只股票中，持股比例升高则是因为两家公司多年以来的股票回购。事实上，伯克希尔自1990年代以来就没有加码可口可乐和美国运通股票，有人推测，这可能是因为他讨厌为投资支付过高的价格。巴菲特在1983年写给伯克希尔股东的信中说：对于投资者来说，以过高的价格购买一家优秀公司的股票，可能会抵消随后十年有利的业务发展所产生的影响。值得注意的是，股息虽然能够像债券一样提供稳定的收入，但仍存在风险。比如，如果一家公司现金流紧张，它可以削减甚至是暂停派息，而暂停派息又往往会导致股价下跌，因为投资者经常其视为公司出现重大财务危机的信号。另外，当投资者选择较昂贵的成长股时，其股息也往往表现不佳。","news_type":1,"symbols_score_info":{"BRK.B":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":5488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947646482,"gmtCreate":1683116985947,"gmtModify":1683116989520,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582685386479633","authorIdStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947646482","repostId":"2332140299","repostType":2,"repost":{"id":"2332140299","kind":"highlight","pubTimestamp":1683108262,"share":"https://ttm.financial/m/news/2332140299?lang=en_US&edition=fundamental","pubTime":"2023-05-03 18:04","market":"us","language":"zh","title":"Morgan Stanley, JPMorgan Stanley, and UBS prefer bonds over stocks, with the threat of economic recession being the main reason.","url":"https://stock-news.laohu8.com/highlight/detail?id=2332140299","media":"环球市场播报","summary":"经济衰退的威胁正使债券成为较安全的投资，而股市尚未反映这些风险。这是从摩根大通到瑞银和摩根士丹利一些基金经理和策略师的观点，他们现在更偏好固定收益工具而非股票。他们所持的论点是：债券（尤其是评级较高的","content":"<p><html><head></head><body>The threat of economic recession is making bonds a safer investment, and the stock market has not yet reflected these risks.</p><p>This is from<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>To UBS and<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>According to some fund managers and strategists, they now prefer fixed-income instruments to stocks. Their argument is that bonds (especially higher-rated bonds) will be better able to withstand any economic slowdown; If the Federal Reserve fails to achieve a soft landing, stocks will be hit harder.</p><p>Their idea is supported by data. First, there is the difference between the yields of high-grade US dollar bonds and the Dividend yields of the MSCI ACWI index constituents. This gap has widened by nearly 90 basis points over the past year and is close to its peak in March, the highest level since the 2008 global financial crisis. Buying bonds now can provide investors with additional returns, and they also have capital gains if interest rates fall.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d5d14ab5c5bafdc2f9e71b715f7e0e0\" tg-width=\"550\" tg-height=\"507\"/></p><p>A sell-off in U.S. regional banks on Tuesday reignited anxieties about financial stability, drawing attention to risks in the stock market and causing it to fall. Bonds were boosted by funds seeking safe havens. The two-year U.S. Treasury Bond yield once plunged 21 basis points to below 4%, a Treasury Bond yield that is extremely sensitive to the Federal Reserve's actions.</p><p>As a result, year-to-date returns on global stock markets have fallen to about 7%, while investment-grade bonds are at 3.3%. The stock's valuation remains above its 12-month average, making it too expensive for some investors.</p><p>Tai Hui, chief Asia market strategist at JPMorgan Asset Management, said he firmly believes that the overall opportunity remains favorable to fixed income. For stocks, U.S. valuations are still not particularly cheap, and he believes earnings expectations are still too optimistic.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/523aa7110596d415a3c9ba0dc8d86e10\" tg-width=\"550\" tg-height=\"507\"/></p><p>Of course, in a volatile market, corporate bonds also face risks. If persistent inflation keeps interest rates high, it could lead to a recession, causing more companies to go bankrupt. An economic slowdown could also add pressure to the global junk bond market, which is more sensitive to default risk.</p><p>From a broader macroeconomic perspective, some observers currently generally prefer bonds.</p><p>The P/E of the MSCI ACWI Index, which uses estimated earnings over the next 12 months as its denominator, has risen from 13.4 times at the end of September to approximately 15.8 times. According to surveys, economists believe there is a 65% chance that the United States will fall into recession within the next 12 months, compared to 25% in the same period last year.</p><p>Meanwhile, net short positions in S&P 500 futures rose to their highest level in more than a decade, indicating strong market expectations for lower stock prices.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcd54d8c30f629b0efe851fbb67e4edf\" tg-width=\"550\" tg-height=\"507\"/></p><p>According to Hartmut Issel, Head of Equities and Credit for Asia Pacific at UBS Global Wealth Management, UBS has upgraded bonds to its most preferred asset class and downgraded equities to its least preferred asset class.</p><p></body></html></p>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley, JPMorgan Stanley, and UBS prefer bonds over stocks, with the threat of economic recession being the main reason.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley, JPMorgan Stanley, and UBS prefer bonds over stocks, with the threat of economic recession being the main reason.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2023-05-03 18:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The threat of economic recession is making bonds a safer investment, and the stock market has not yet reflected these risks.</p><p>This is from<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>To UBS and<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>According to some fund managers and strategists, they now prefer fixed-income instruments to stocks. Their argument is that bonds (especially higher-rated bonds) will be better able to withstand any economic slowdown; If the Federal Reserve fails to achieve a soft landing, stocks will be hit harder.</p><p>Their idea is supported by data. First, there is the difference between the yields of high-grade US dollar bonds and the Dividend yields of the MSCI ACWI index constituents. This gap has widened by nearly 90 basis points over the past year and is close to its peak in March, the highest level since the 2008 global financial crisis. Buying bonds now can provide investors with additional returns, and they also have capital gains if interest rates fall.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d5d14ab5c5bafdc2f9e71b715f7e0e0\" tg-width=\"550\" tg-height=\"507\"/></p><p>A sell-off in U.S. regional banks on Tuesday reignited anxieties about financial stability, drawing attention to risks in the stock market and causing it to fall. Bonds were boosted by funds seeking safe havens. The two-year U.S. Treasury Bond yield once plunged 21 basis points to below 4%, a Treasury Bond yield that is extremely sensitive to the Federal Reserve's actions.</p><p>As a result, year-to-date returns on global stock markets have fallen to about 7%, while investment-grade bonds are at 3.3%. The stock's valuation remains above its 12-month average, making it too expensive for some investors.</p><p>Tai Hui, chief Asia market strategist at JPMorgan Asset Management, said he firmly believes that the overall opportunity remains favorable to fixed income. For stocks, U.S. valuations are still not particularly cheap, and he believes earnings expectations are still too optimistic.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/523aa7110596d415a3c9ba0dc8d86e10\" tg-width=\"550\" tg-height=\"507\"/></p><p>Of course, in a volatile market, corporate bonds also face risks. If persistent inflation keeps interest rates high, it could lead to a recession, causing more companies to go bankrupt. An economic slowdown could also add pressure to the global junk bond market, which is more sensitive to default risk.</p><p>From a broader macroeconomic perspective, some observers currently generally prefer bonds.</p><p>The P/E of the MSCI ACWI Index, which uses estimated earnings over the next 12 months as its denominator, has risen from 13.4 times at the end of September to approximately 15.8 times. According to surveys, economists believe there is a 65% chance that the United States will fall into recession within the next 12 months, compared to 25% in the same period last year.</p><p>Meanwhile, net short positions in S&P 500 futures rose to their highest level in more than a decade, indicating strong market expectations for lower stock prices.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcd54d8c30f629b0efe851fbb67e4edf\" tg-width=\"550\" tg-height=\"507\"/></p><p>According to Hartmut Issel, Head of Equities and Credit for Asia Pacific at UBS Global Wealth Management, UBS has upgraded bonds to its most preferred asset class and downgraded equities to its least preferred asset class.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-05-03/doc-imysniyz3979244.shtml\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{"JPM":"摩根大通"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-05-03/doc-imysniyz3979244.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2332140299","content_text":"经济衰退的威胁正使债券成为较安全的投资，而股市尚未反映这些风险。这是从摩根大通到瑞银和摩根士丹利一些基金经理和策略师的观点，他们现在更偏好固定收益工具而非股票。他们所持的论点是：债券（尤其是评级较高的债券）将能更好地抵御任何经济放缓；如果美联储未能实现软着陆，股票受伤会较重。他们这个想法是受到数据支持的。一是高级别美元债券收益率与MSCI ACWI指数成分企业的股息收益率之差。这个差距在过去一年扩大近90个基点，并接近3月份的峰值，这是自2008年全球金融危机以来的最高水平。现在购买债券可以为投资者提供额外的收益，如果利率下降，他们还有资本利得。周二美国区域性银行遭到抛售，再度引爆对金融稳定的焦虑，股市的风险成为关注焦点，股市下跌。资金寻求避险下，提振了债券。两年期美国国债收益率一度暴跌21个基点至4%以下，该国债收益率对美联储动作极为敏感。全球股市今年迄今的回报率因而降至约7%，投资级别债券为3.3%。股票估值仍高于其12个月的平均水平，对一些投资者来说股价太贵。摩根资产管理首席亚洲市场策略师Tai Hui表示，他坚信目前整体机会仍然有利于固定收益。对于股票来说，美国的估值仍然不是特别便宜，他认为盈利预期仍然过于乐观。当然，在一个波动的市场，公司债也面临风险。如果挥之不去的通货膨胀使利率居高不下，那可能会导致经济衰退，更多公司会因而倒闭。经济若放缓，也可能加添全球垃圾债券市场的压力，这个市场对违约风险更为敏感。从更广泛的宏观前景来看，一些观察人士目前总体上更偏好债券。MSCI ACWI指数成分股以未来12个月预估获利为分母计算的市盈率，已从9月底的13.4倍升至约15.8倍。据调查，经济学家认为，美国在未来12个月内陷入衰退的可能性为65%，去年同期为25%。 与此同时，标准普尔500指数期货的净空头头寸升至十几年来的高位，表明市场对股价走低的强烈预期。据瑞银全球财富管理亚太区股票和信用主管Hartmut Issel称，瑞银已将债券上调至其最偏爱的资产类别，并将股票下调至最不偏爱的资产类别。","news_type":1,"symbols_score_info":{"JPM":0.9}},"isVote":1,"tweetType":1,"viewCount":5278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947646587,"gmtCreate":1683116958149,"gmtModify":1683116961926,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582685386479633","authorIdStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947646587","repostId":"1166168941","repostType":2,"repost":{"id":"1166168941","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1683116159,"share":"https://ttm.financial/m/news/1166168941?lang=en_US&edition=fundamental","pubTime":"2023-05-03 20:15","market":"us","language":"zh","title":"U.S. ADP employment figures for April were 296,000, the largest increase since July 2022.","url":"https://stock-news.laohu8.com/highlight/detail?id=1166168941","media":"老虎资讯综合","summary":"5月3日，美国4月ADP就业人数为29.6万人，为2022年7月以来最大增幅；预期14.8万人，前值14.5万人。ADP报告：4月金融服务业就业人数减少2.8万人，3月减少5.1万人；4月贸易/运输/","content":"<p><html><head></head><body>On May 3, the U.S. ADP employment figures for April were 296,000, the largest increase since July 2022. The expected number was 148,000, compared to the previous value of 145,000.</p><p>ADP report: Financial services employment fell by 28,000 in April and by 51,000 in March;</p><p>The median annual wage growth rate for trade/transportation/utilities employees was 6.6% in April, compared to 7.0% in March.</p><p>The median annual growth rate of wages for construction workers in April was 6.9%, compared to 7.0% in March.</p><p>The median annual wage growth rate for professional/business service employees was 6.3% in April, compared to 6.4% in March.</p><p>The median annual growth rate of manufacturing wages in April was 6.2%, compared to 6.5% in March.</p><p>The median annual growth rate of wages for employees in the financial services industry was 6.7% in April, compared to 6.8% in March.</p><p>Following the data release, US stock futures experienced little short-term volatility, with Nasdaq 100 futures maintaining a gain of approximately 0.3%. the US Dollar Index rose more than 10 points in the short term and is currently trading at 101.67. Spot gold fell by about $2 in the short term, currently trading at $2013.50 per ounce.</p><p><strong>Institutional assessment of US ADP employment figures:</strong>U.S. private companies added 296,000 jobs in April, indicating a hiring boom despite a sharp slowdown in wage growth for those changing jobs.</p><p><strong>ADP Chief Economist Nela Richardson:</strong>The slowdown in wage growth provides the clearest signal yet of the current state of the labor market, with employers controlling wage growth while hiring aggressively. Our data also shows that fewer and fewer people are changing jobs.</p><p><strong>Financial website Forexlive comments on US April ADP data:</strong>This is a strong number and highlights why the Federal Reserve's job is so difficult. They cannot reasonably raise wages without undermining the banking system, but the addition of nearly 300,000 jobs suggests that the pressure for wage growth has not disappeared.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. ADP employment figures for April were 296,000, the largest increase since July 2022.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. ADP employment figures for April were 296,000, the largest increase since July 2022.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-05-03 20:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On May 3, the U.S. ADP employment figures for April were 296,000, the largest increase since July 2022. The expected number was 148,000, compared to the previous value of 145,000.</p><p>ADP report: Financial services employment fell by 28,000 in April and by 51,000 in March;</p><p>The median annual wage growth rate for trade/transportation/utilities employees was 6.6% in April, compared to 7.0% in March.</p><p>The median annual growth rate of wages for construction workers in April was 6.9%, compared to 7.0% in March.</p><p>The median annual wage growth rate for professional/business service employees was 6.3% in April, compared to 6.4% in March.</p><p>The median annual growth rate of manufacturing wages in April was 6.2%, compared to 6.5% in March.</p><p>The median annual growth rate of wages for employees in the financial services industry was 6.7% in April, compared to 6.8% in March.</p><p>Following the data release, US stock futures experienced little short-term volatility, with Nasdaq 100 futures maintaining a gain of approximately 0.3%. the US Dollar Index rose more than 10 points in the short term and is currently trading at 101.67. Spot gold fell by about $2 in the short term, currently trading at $2013.50 per ounce.</p><p><strong>Institutional assessment of US ADP employment figures:</strong>U.S. private companies added 296,000 jobs in April, indicating a hiring boom despite a sharp slowdown in wage growth for those changing jobs.</p><p><strong>ADP Chief Economist Nela Richardson:</strong>The slowdown in wage growth provides the clearest signal yet of the current state of the labor market, with employers controlling wage growth while hiring aggressively. Our data also shows that fewer and fewer people are changing jobs.</p><p><strong>Financial website Forexlive comments on US April ADP data:</strong>This is a strong number and highlights why the Federal Reserve's job is so difficult. They cannot reasonably raise wages without undermining the banking system, but the addition of nearly 300,000 jobs suggests that the pressure for wage growth has not disappeared.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166168941","content_text":"5月3日，美国4月ADP就业人数为29.6万人，为2022年7月以来最大增幅；预期14.8万人，前值14.5万人。ADP报告：4月金融服务业就业人数减少2.8万人，3月减少5.1万人；4月贸易/运输/公用事业就业人员薪资增速年率中值为6.6%，3月为7.0%；4月建筑业就业人员薪资增速年率中值为6.9%，3月为7.0%；4月专业/商业服务就业人员薪资增速年率中值为6.3%，3月为6.4%；4月制造业就业人员薪资增速年率中值为6.2%，3月为6.5%；4月金融服务业就业人员薪资增速年率中值为6.7%，3月为6.8%。数据公布后，美股期货短线波动不大，纳斯达克100指数期货维持约0.3%的涨幅。美元指数短线拉升逾10点，现报101.67。现货黄金短线走低约2美元，现报2013.50美元/盎司。机构评美国ADP就业人数：美国私营企业4月份增加了29.6万个就业岗位，表明尽管换工作的人的工资增长大幅放缓，但仍出现了招聘热潮。ADP首席经济学家Nela Richardson：薪资增长放缓给出了当前劳动力市场状况的最清晰信号，雇主们在大举招聘的同时，也在控制薪资增长。我们的数据还显示，换工作的人越来越少。财经网站Forexlive评美国4月ADP数据：这是一个强劲的数字，也突显出美联储的工作为何如此艰难。他们不可能在不破坏银行体系的情况下合理地提高工资，但增加了近30万个工作岗位表明，工资增长的压力并没有消失。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947810601,"gmtCreate":1682859801003,"gmtModify":1682859804811,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582685386479633","authorIdStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947810601","repostId":"2331122664","repostType":2,"repost":{"id":"2331122664","kind":"highlight","pubTimestamp":1682828286,"share":"https://ttm.financial/m/news/2331122664?lang=en_US&edition=fundamental","pubTime":"2023-04-30 12:18","market":"us","language":"zh","title":"How long can US tech stocks remain bullish? It all depends on Apple and AMD's earnings reports next week.","url":"https://stock-news.laohu8.com/highlight/detail?id=2331122664","media":"华尔街见闻","summary":"后续财报可能“喜忧参半”，AI热潮带动芯片需求增加，AMD、高通财报指引可能好于预期，而苹果可能会公布其产品部门三年来首次全面萎缩。经济衰退阴云笼罩下，微软、Meta等科技巨头扛住了压力，一季度业绩超","content":"<p><html><head></head><body><strong>Subsequent earnings reports may be mixed, with the AI boom driving increased chip demand, AMD and Qualcomm's earnings guidance likely to be better than expected, and Apple potentially announcing its product division shrinking across the board for the first time in three years.</strong>Under the shadow of economic recession,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Tech giants such as Meta withstood the pressure, with first-quarter results exceeding expectations.</p><p>Specifically, Meta made a comeback, unexpectedly reversing its third consecutive quarter of decline in revenue in the first quarter; Microsoft's results last quarter exceeded expectations, with cloud business revenue maintaining double-digit growth;<a href=\"https://laohu8.com/S/GOOG\">Google</a>Search returned to growth in the first quarter, and the cloud business turned a profit.</p><p>Furthermore, despite record losses for chip stocks, earnings guidance is positive. SK Hynix points out that improved demand coupled with production cuts may boost the market, and the chip market is expected to rebound in the second quarter. But, on the other hand,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Warnings about sluggish growth in its cloud computing business, coupled with Cloudflare's move to lower its full-year revenue forecast, highlight the uncertainty surrounding the overall economy.</p><p><strong>Better-than-expected earnings reports eased market concerns about slowing demand for technology products, driving a rebound in US stocks.</strong>The S&P 500 posted its biggest single-day gain since the first week of the year on Thursday, while the tech-heavy Nasdaq 100 closed up 2.76%, its biggest gain since January 20.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/822b80c8c4e84fc0602fb949d5d61757\" tg-width=\"1024\" tg-height=\"614\"/></p><p><strong>Next week,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>AMD will disclose more information on demand for its technology products, and its financial performance will be key to whether technology stocks can continue to rebound. The following is a preview of the financial report:</strong></p><p>Tuesday: AMD will release its earnings report after the US stock market closes. The artificial intelligence boom is expected to drive demand for chips in data centers, and the resulting increased demand may offset the continued weakness in PC chip sales. With its customer and gaming divisions still sluggish, data centers will be key to AMD's revenue generation.</p><p>Wednesday: Qualcomm will release its results after the US stock market closes. With smartphone demand remaining weak, investors will closely study Qualcomm's quarterly guidance for signs of recovery and OEM inventory replenishment. Last month, chip giants Micron and Infineon provided better-than-expected guidance, raising hopes for a rebound.</p><p>Thursday: Apple will release its results after the US stock market closes. Apple may report its product division shrinking across the board for the first time in three years, with iPad and iPhone sales declining from a year ago, Mac sales slowing more pronounced, and weak consumer spending on high-end devices continuing to drag down overall growth. The impact of iPhone supply chain issues and foreign exchange headwinds may be reflected in earnings reports, and Barclays believes this downturn will continue into this quarter, especially with slowing demand for the iPhone 14 Pro model.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How long can US tech stocks remain bullish? It all depends on Apple and AMD's earnings reports next week.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow long can US tech stocks remain bullish? It all depends on Apple and AMD's earnings reports next week.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-30 12:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Subsequent earnings reports may be mixed, with the AI boom driving increased chip demand, AMD and Qualcomm's earnings guidance likely to be better than expected, and Apple potentially announcing its product division shrinking across the board for the first time in three years.</strong>Under the shadow of economic recession,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Tech giants such as Meta withstood the pressure, with first-quarter results exceeding expectations.</p><p>Specifically, Meta made a comeback, unexpectedly reversing its third consecutive quarter of decline in revenue in the first quarter; Microsoft's results last quarter exceeded expectations, with cloud business revenue maintaining double-digit growth;<a href=\"https://laohu8.com/S/GOOG\">Google</a>Search returned to growth in the first quarter, and the cloud business turned a profit.</p><p>Furthermore, despite record losses for chip stocks, earnings guidance is positive. SK Hynix points out that improved demand coupled with production cuts may boost the market, and the chip market is expected to rebound in the second quarter. But, on the other hand,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Warnings about sluggish growth in its cloud computing business, coupled with Cloudflare's move to lower its full-year revenue forecast, highlight the uncertainty surrounding the overall economy.</p><p><strong>Better-than-expected earnings reports eased market concerns about slowing demand for technology products, driving a rebound in US stocks.</strong>The S&P 500 posted its biggest single-day gain since the first week of the year on Thursday, while the tech-heavy Nasdaq 100 closed up 2.76%, its biggest gain since January 20.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/822b80c8c4e84fc0602fb949d5d61757\" tg-width=\"1024\" tg-height=\"614\"/></p><p><strong>Next week,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>AMD will disclose more information on demand for its technology products, and its financial performance will be key to whether technology stocks can continue to rebound. The following is a preview of the financial report:</strong></p><p>Tuesday: AMD will release its earnings report after the US stock market closes. The artificial intelligence boom is expected to drive demand for chips in data centers, and the resulting increased demand may offset the continued weakness in PC chip sales. With its customer and gaming divisions still sluggish, data centers will be key to AMD's revenue generation.</p><p>Wednesday: Qualcomm will release its results after the US stock market closes. With smartphone demand remaining weak, investors will closely study Qualcomm's quarterly guidance for signs of recovery and OEM inventory replenishment. Last month, chip giants Micron and Infineon provided better-than-expected guidance, raising hopes for a rebound.</p><p>Thursday: Apple will release its results after the US stock market closes. Apple may report its product division shrinking across the board for the first time in three years, with iPad and iPhone sales declining from a year ago, Mac sales slowing more pronounced, and weak consumer spending on high-end devices continuing to drag down overall growth. The impact of iPhone supply chain issues and foreign exchange headwinds may be reflected in earnings reports, and Barclays believes this downturn will continue into this quarter, especially with slowing demand for the iPhone 14 Pro model.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3687780\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/353f693b3cf73305d444a14080157632","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc.","AMD":"美国超微公司","AAPL":"苹果"},"source_url":"https://wallstreetcn.com/articles/3687780","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2331122664","content_text":"后续财报可能“喜忧参半”，AI热潮带动芯片需求增加，AMD、高通财报指引可能好于预期，而苹果可能会公布其产品部门三年来首次全面萎缩。经济衰退阴云笼罩下，微软、Meta等科技巨头扛住了压力，一季度业绩超出预期。具体来看，Meta“咸鱼翻身”，一季度收入意外扭转三季连降；微软上季度业绩超预期，云业务营收维持两位数增长；谷歌一季度搜索重回增长，云业务扭亏为盈。此外，尽管芯片股业绩亏损创下纪录，但财报指引向好。SK海力士指出，需求改善叠加减产或将提振市场，芯片市场将在二季度出现反弹。不过，另一方面，亚马逊对其云计算业务增长乏力的警告，以及Cloudflare下调全年营收预期的举措，突显出整体经济的不确定性。超预期的财报缓解了市场对科技产品需求放缓的担忧，带动美股反弹。标普500指数在周四创下今年第一周以来的最大单日涨幅，以科技股为主的纳斯达克100指数收涨2.76%，创1月20日以来最大涨幅。下周，苹果、高通和AMD将披露更多科技产品的需求情况，其财报表现成为科技股能否继续反弹的关键。以下是财报前瞻：周二：AMD将在美股盘后发布财报。人工智能热潮预计将带动数据中心对芯片的需求，带来的需求增加可能会抵消PC端芯片销售的持续疲软。由于其客户和游戏部门仍然低迷，数据中心将是AMD获得收入的关键。周三：高通将在美股盘后公布业绩。在智能手机需求持续疲软的情况下，投资者将仔细研究高通的季度指引，以寻找复苏的迹象和OEM厂商的库存补充。上个月，芯片巨头美光科技和英飞凌科技提供了好于预期的指引，提升了反弹的希望。周四：苹果将在美股盘后公布业绩。苹果可能会报告其产品部门三年来首次全面萎缩，iPad和iPhone的销售一年较前下滑，Mac的销售放缓可能更加明显，消费者对高端设备的消费疲软仍然拖累整体增长。iPhone供应链问题和外汇阻力的影响可能会在财报中显示出来，巴克莱认为，这种不景气会延续到本季度，尤其是对iPhone 14 Pro机型的需求放缓。","news_type":1,"symbols_score_info":{"AAPL":1,"AMD":1,"GFS":1}},"isVote":1,"tweetType":1,"viewCount":5803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947804421,"gmtCreate":1682781432363,"gmtModify":1682781435877,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582685386479633","authorIdStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947804421","repostId":"1193243086","repostType":2,"repost":{"id":"1193243086","kind":"news","pubTimestamp":1682757120,"share":"https://ttm.financial/m/news/1193243086?lang=en_US&edition=fundamental","pubTime":"2023-04-29 16:32","market":"us","language":"zh","title":"Who will win the First Republic? Report: FDIC requires bidders such as JPMorgan Chase to submit final offers by Sunday.","url":"https://stock-news.laohu8.com/highlight/detail?id=1193243086","media":"华尔街见闻","summary":"作为吸收存款超过10%的大型银行，摩根大通的收购在监管方面存在障碍，但为了拯救第一共和银行，也存在破例的可能性。岌岌可危的第一共和银行迎来了意向方：摩根大通、PNC都有可能成为最终收购者。据彭博今日报","content":"<p><html><head></head><body><strong>As a large bank that takes in more than 10% of deposits, JPMorgan's acquisition faces regulatory hurdles, but there is also the possibility of an exception in order to save First Republic Bank.</strong><p style=\"text-align: justify;\">The struggling First Republic Bank has received interested parties: JPMorgan Chase and PNC are both potential acquirers.</p><p><p style=\"text-align: justify;\">According to a Bloomberg report today, the U.S. Federal Deposit Insurance Corporation (FDIC) has required banks including JPMorgan Chase and PNC Financial Services Group to...<strong>Submit a final offer for First Republic Bank by Sunday.</strong></p><p><p style=\"text-align: justify;\">The regulator on Thursday solicited interest from banks, including information on their proposed offers and estimated costs for First Republic Bank deposit insurance, and on Friday invited two companies to participate in the next step of the bidding process.</p><p><p style=\"text-align: justify;\">Bloomberg stated that the bidding process initiated by regulators could pave the way for the sale of First Republic Bank, without the lengthy auction process that occurred when Silicon Valley Bank and Signature Bank collapsed.</p><p><p style=\"text-align: justify;\">Furthermore, the precipitous drop in First Republic Bank's stock (down 97% year-to-date) has reduced its market capitalization to just $650 million.<strong>This may also provide some feasibility for the acquisition.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c0b589ac7783879dc11eba6207dc3e3\" tg-width=\"560\" tg-height=\"240\"/></p><p><p style=\"text-align: justify;\">Wall Street Journal reported earlier today that U.S. officials, including the FDIC, the U.S. Treasury Department, and the Federal Reserve, are coordinating meetings with other banks to facilitate a bailout plan for First Republic Bank.</p><p><p style=\"text-align: justify;\">Previously, First Republic Bank's advisors sought to get several banks involved in the bailout a month ago to buy its assets at above-market prices.</p><p><p style=\"text-align: justify;\">Although buyers lose money when they buy, these potential buyers' $30 billion deposits at First Republic Bank are not insured. If they believe First Republic Bank is about to go bankrupt, they could risk losing the money altogether.</p><p><p style=\"text-align: justify;\">Furthermore, even if the federal government uses its emergency powers to guarantee these deposits, large banks will need to replenish huge sums of money with the FDIC. As part of the deal, several banks that intervened in the bailout could receive some form of equity.</p><p><p style=\"text-align: justify;\"><strong>Such a plan would result in short-term losses for the rescued banks, but in the long run it may be less costly than failing First Republic Bank and being taken over by regulators.</strong></p><p><h2>Regulatory barriers</h2><p style=\"text-align: justify;\">However, even though First Republic Bank's market capitalization has dwindled, regulatory rules could also add obstacles to acquisitions.</p><p><p style=\"text-align: justify;\">Because JPMorgan Chase is one of the few large banks in the United States that absorbs more than 10% of deposits,<strong>According to U.S. regulations, the bank is not eligible to acquire another institution that also takes deposits, which would make it bigger again.</strong></p><p><p style=\"text-align: justify;\">Nevertheless, there is the possibility of an exception in order to save First Republic Bank.</p><p><p style=\"text-align: justify;\">The FDIC prefers to limit the solution to the private sector rather than the billions it would have to pay to take over a bank again. The agency had previously planned to conduct a special assessment of the banking sector to cover the costs of the bankruptcies of Silicon Valley Bank and Signature Bank last month.</p><p><p style=\"text-align: justify;\">Previously, media outlets, citing sources, reported that the most likely outcome for First Republic Bank was a takeover by the FDIC. If First Republic is taken over by regulators, the FDIC will still ask other banks about possible acquisition bids. However, sources said at the time that there was still hope for a solution that would prevent First Republic from being taken over by the FDIC.</p><p></body></html></p>","source":"wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Who will win the First Republic? Report: FDIC requires bidders such as JPMorgan Chase to submit final offers by Sunday.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWho will win the First Republic? Report: FDIC requires bidders such as JPMorgan Chase to submit final offers by Sunday.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-29 16:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>As a large bank that takes in more than 10% of deposits, JPMorgan's acquisition faces regulatory hurdles, but there is also the possibility of an exception in order to save First Republic Bank.</strong><p style=\"text-align: justify;\">The struggling First Republic Bank has received interested parties: JPMorgan Chase and PNC are both potential acquirers.</p><p><p style=\"text-align: justify;\">According to a Bloomberg report today, the U.S. Federal Deposit Insurance Corporation (FDIC) has required banks including JPMorgan Chase and PNC Financial Services Group to...<strong>Submit a final offer for First Republic Bank by Sunday.</strong></p><p><p style=\"text-align: justify;\">The regulator on Thursday solicited interest from banks, including information on their proposed offers and estimated costs for First Republic Bank deposit insurance, and on Friday invited two companies to participate in the next step of the bidding process.</p><p><p style=\"text-align: justify;\">Bloomberg stated that the bidding process initiated by regulators could pave the way for the sale of First Republic Bank, without the lengthy auction process that occurred when Silicon Valley Bank and Signature Bank collapsed.</p><p><p style=\"text-align: justify;\">Furthermore, the precipitous drop in First Republic Bank's stock (down 97% year-to-date) has reduced its market capitalization to just $650 million.<strong>This may also provide some feasibility for the acquisition.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c0b589ac7783879dc11eba6207dc3e3\" tg-width=\"560\" tg-height=\"240\"/></p><p><p style=\"text-align: justify;\">Wall Street Journal reported earlier today that U.S. officials, including the FDIC, the U.S. Treasury Department, and the Federal Reserve, are coordinating meetings with other banks to facilitate a bailout plan for First Republic Bank.</p><p><p style=\"text-align: justify;\">Previously, First Republic Bank's advisors sought to get several banks involved in the bailout a month ago to buy its assets at above-market prices.</p><p><p style=\"text-align: justify;\">Although buyers lose money when they buy, these potential buyers' $30 billion deposits at First Republic Bank are not insured. If they believe First Republic Bank is about to go bankrupt, they could risk losing the money altogether.</p><p><p style=\"text-align: justify;\">Furthermore, even if the federal government uses its emergency powers to guarantee these deposits, large banks will need to replenish huge sums of money with the FDIC. As part of the deal, several banks that intervened in the bailout could receive some form of equity.</p><p><p style=\"text-align: justify;\"><strong>Such a plan would result in short-term losses for the rescued banks, but in the long run it may be less costly than failing First Republic Bank and being taken over by regulators.</strong></p><p><h2>Regulatory barriers</h2><p style=\"text-align: justify;\">However, even though First Republic Bank's market capitalization has dwindled, regulatory rules could also add obstacles to acquisitions.</p><p><p style=\"text-align: justify;\">Because JPMorgan Chase is one of the few large banks in the United States that absorbs more than 10% of deposits,<strong>According to U.S. regulations, the bank is not eligible to acquire another institution that also takes deposits, which would make it bigger again.</strong></p><p><p style=\"text-align: justify;\">Nevertheless, there is the possibility of an exception in order to save First Republic Bank.</p><p><p style=\"text-align: justify;\">The FDIC prefers to limit the solution to the private sector rather than the billions it would have to pay to take over a bank again. The agency had previously planned to conduct a special assessment of the banking sector to cover the costs of the bankruptcies of Silicon Valley Bank and Signature Bank last month.</p><p><p style=\"text-align: justify;\">Previously, media outlets, citing sources, reported that the most likely outcome for First Republic Bank was a takeover by the FDIC. If First Republic is taken over by regulators, the FDIC will still ask other banks about possible acquisition bids. However, sources said at the time that there was still hope for a solution that would prevent First Republic from being taken over by the FDIC.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3687776\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ffc56982f828847b68443cfbde6a957b","relate_stocks":{"FRCB":"第一共和银行"},"source_url":"https://wallstreetcn.com/articles/3687776","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193243086","content_text":"作为吸收存款超过10%的大型银行，摩根大通的收购在监管方面存在障碍，但为了拯救第一共和银行，也存在破例的可能性。岌岌可危的第一共和银行迎来了意向方：摩根大通、PNC都有可能成为最终收购者。据彭博今日报道，美国联邦存款保险公司（FDIC）要求包括摩根大通和PNC金融服务集团在内的银行在周日之前提交对第一共和银行的最终报价。监管机构于周四向各家银行征求了意向，包括了解这些银行建议的报价以及对第一共和银行存款保险金的预估成本，并于周五邀请了两家公司参加了下一步的竞标过程。彭博表示，监管机构启动的竞标程序可能为第一共和银行的出售铺平道路，而不会像硅谷银行和签字银行倒闭时经历漫长的拍卖流程。此外，第一共和银行股票的断崖式下跌（今年以来下跌97%）已经使市值跌至仅有6.5亿美元，这可能也为收购提供了一定程度上的可行性。华尔街见闻今日早些时候曾介绍，包括FDIC、美国财政部和美联储在内的美国官员们正在协调与其他银行的会议，以促成对第一共和银行的救助计划。此前，第一共和银行的顾问们寻求让数家参与了一个月前救助行动的银行以高于市价的价格购买其资产。尽管买家买入即亏，但这些潜在买家在第一共和银行的300亿美元存款没有保险。如果他们认为第一共和银行即将破产，他们可能会面临彻底失去这笔钱的风险。此外，即使联邦政府动用紧急权力为这些存款提供担保，大型银行也需要向FDIC补充巨额资金。作为交易的一部分，多家出手救助的银行可以获得某种形式的股权。上述方案将导致出手相救的银行短期内蒙受损失，但从长远来看，可能比让第一共和银行倒闭并被监管机构接管的成本更低。监管障碍然而，尽管第一共和银行的市值已经所剩无几，但监管规定也可能为收购行动增加阻碍。由于摩根大通是全美少数几家吸收存款超过10%的大型银行，根据美国监管规定，该行没有资格再收购一家同样吸收存款的机构，这将令其规模再一次壮大。尽管如此，为了拯救第一共和银行，也存在破例的可能性。相比FDIC再次接管一家银行所必须付出的数十亿成本，FDIC更希望将解决方案限制在私营部门。此前该机构已经计划对银行业进行特别评估，以支付硅谷银行和签名银行上个月破产的费用。此前媒体援引消息人士称，第一共和银行最有可能的结果就是被FDIC接管。如果第一共和银行被监管机构接管，FDIC仍将问询其他银行，让他们进行可能的收购投标。不过消息人士当时称，也仍有希望找到一个第一共和不被FDIC接管的解决方案。","news_type":1,"symbols_score_info":{"FRC":0.9,"FRCB":0.9}},"isVote":1,"tweetType":1,"viewCount":4796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947158215,"gmtCreate":1682697050837,"gmtModify":1682697054392,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582685386479633","authorIdStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947158215","repostId":"1149416254","repostType":2,"repost":{"id":"1149416254","kind":"news","pubTimestamp":1682695765,"share":"https://ttm.financial/m/news/1149416254?lang=en_US&edition=fundamental","pubTime":"2023-04-28 23:29","market":"us","language":"zh","title":"The Federal Reserve blamed the collapse of Silicon Valley Bank on management problems and inadequate supervision.","url":"https://stock-news.laohu8.com/highlight/detail?id=1149416254","media":"华尔街见闻","summary":"硅谷银行的管理层和总监们未能管理好自家公司的众多风险。","content":"<p><html><head></head><body>Michael Barr, Vice Chairman of the Federal Reserve for Financial Supervision, blamed the collapse of Silicon Valley Bank (SVB) on corporate governance and inappropriate regulation and will consider improving liquidity and capital requirements.</p><p><p style=\"text-align: start;\">Silicon Valley Bank's management and directors failed to manage their company's many risks.</p><p><p style=\"text-align: start;\">Silicon Valley Bank had as many as 31 warnings, three times the industry average.</p><p><p style=\"text-align: start;\">Regulators failed to do enough to ensure that Silicon Valley Bank could address its numerous problems.</p><p><p style=\"text-align: start;\">The Federal Reserve Governing Council has advocated a less decisive approach to regulation.</p><p><p style=\"text-align: start;\">The Federal Reserve's pandering posture and shift in stance hinder regulation (targeting institutions such as Silicon Valley Bank).</p><p><p style=\"text-align: start;\">Calls for \"stronger standards\" for a wider range of banking institutions.</p><p><p style=\"text-align: start;\">Restricting bank repurchases and dividend payments may be an \"appropriate move\".</p><p><p style=\"text-align: start;\">Consideration should be given to introducing stricter standards for incentive mechanisms (in the banking industry).</p><p><p style=\"text-align: start;\">More banking institutions should assess profits and losses and assets for sale.</p><p><p style=\"text-align: start;\">A reassessment system targeting banks with assets exceeding $100 billion.</p><p><p style=\"text-align: start;\">Federal Reserve Chairman Jerome Powell supported several of Barr's recommendations regarding systems and regulation.</p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Federal Reserve blamed the collapse of Silicon Valley Bank on management problems and inadequate supervision.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Federal Reserve blamed the collapse of Silicon Valley Bank on management problems and inadequate supervision.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-28 23:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Michael Barr, Vice Chairman of the Federal Reserve for Financial Supervision, blamed the collapse of Silicon Valley Bank (SVB) on corporate governance and inappropriate regulation and will consider improving liquidity and capital requirements.</p><p><p style=\"text-align: start;\">Silicon Valley Bank's management and directors failed to manage their company's many risks.</p><p><p style=\"text-align: start;\">Silicon Valley Bank had as many as 31 warnings, three times the industry average.</p><p><p style=\"text-align: start;\">Regulators failed to do enough to ensure that Silicon Valley Bank could address its numerous problems.</p><p><p style=\"text-align: start;\">The Federal Reserve Governing Council has advocated a less decisive approach to regulation.</p><p><p style=\"text-align: start;\">The Federal Reserve's pandering posture and shift in stance hinder regulation (targeting institutions such as Silicon Valley Bank).</p><p><p style=\"text-align: start;\">Calls for \"stronger standards\" for a wider range of banking institutions.</p><p><p style=\"text-align: start;\">Restricting bank repurchases and dividend payments may be an \"appropriate move\".</p><p><p style=\"text-align: start;\">Consideration should be given to introducing stricter standards for incentive mechanisms (in the banking industry).</p><p><p style=\"text-align: start;\">More banking institutions should assess profits and losses and assets for sale.</p><p><p style=\"text-align: start;\">A reassessment system targeting banks with assets exceeding $100 billion.</p><p><p style=\"text-align: start;\">Federal Reserve Chairman Jerome Powell supported several of Barr's recommendations regarding systems and regulation.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/livenews/2455612\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9cd29490297b10c3f50798a61050f13","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/livenews/2455612","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1149416254","content_text":"美联储负责金融监管事务的副主席Michael Barr：将硅谷银行（SVB）倒闭归咎于公司管理和不适当的监管，将考虑改善流动性和资本要求。硅谷银行的管理层和总监们未能管理好自家公司的众多风险。硅谷银行曾出现多达31项警告，那是行业均值的三倍。在确保硅谷银行能够处置众多问题方面，监管人员们没能付出足够的努力。美联储理事会曾提倡实施不那么果断的监管方式。美联储的迎合姿态和立场转变妨碍到（针对硅谷银行等机构的）监管。呼吁针对更大范围的银行机构实施“更加强有力的标准”。限制银行回购和派息可能会是“适当之举”。应当考虑针对（银行业的）激励机制出台更加严苛的标准。更多的银行机构应当评估盈亏和待售资产。针对那些资产规模超过1000亿美元的银行重新评估制度。美联储主席鲍威尔支持Barr针对制度和监管的若干建议。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947328810,"gmtCreate":1682592327831,"gmtModify":1682592331250,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582685386479633","authorIdStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947328810","repostId":"2330307711","repostType":2,"repost":{"id":"2330307711","kind":"highlight","pubTimestamp":1682592303,"share":"https://ttm.financial/m/news/2330307711?lang=en_US&edition=fundamental","pubTime":"2023-04-27 18:45","market":"us","language":"zh","title":"Is inflation stealing the spotlight? The market's focus has quietly shifted!","url":"https://stock-news.laohu8.com/highlight/detail?id=2330307711","media":"金十数据","summary":"全球第四大财经网站Investing.com撰文指出，短期投资者必须始终意识到，尽管市场上每天都充斥着各种各样的事件，但正如行为金融学领域多次提到的那样，人性往往会偏向关注负面消息。去年市场的低迷情绪","content":"<p><html><head></head><body>Investing.com, the world's fourth-largest financial website, wrote that short-term investors must always be aware that although the market is flooded with all sorts of events every day, as the field of behavioral finance has repeatedly mentioned, human nature tends to focus on negative news.</p><p>Last year's sluggish market sentiment was mainly driven by inflation trends and the Federal Reserve's rate hike path. The market has begun to rebound since mid-October, but concerns about an economic recession remain. But now,<strong>The U.S. debt ceiling crisis will become the next hot topic dominating the market.</strong></p><p>The U.S. Treasury Department took extraordinary measures to address various government spending issues after reaching its borrowing ceiling on January 19. This scenario is not unfamiliar, and its impact largely depends on overall market sentiment. To be sure, this sentiment is still negative.</p><p>As shown in the chart below, short positions in not only stocks but also US Treasury bonds are at historically high levels. This is due to the debt ceiling impasse, along with...<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>The dismal quarterly report triggered some unease.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e20866bb8aaec64b2b4410bd7e4b8e62\" tg-width=\"936\" tg-height=\"522\"/></p><p>The cost of insurance against a U.S. default has also risen sharply, indicating that the market is closely monitoring developments (see chart below). Thursday, according to<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>According to market intelligence, U.S. five-year credit default swaps rose to 67 basis points from 66 basis points at Wednesday's close, the highest level since at least 2011.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2af3c83de17aff1f173eca35da7d39f4\" tg-width=\"855\" tg-height=\"397\"/></p><p>In theory, August 18 is the key date for the Treasury to run out of funds. Therefore, it is crucial for the Biden administration to reach an agreement before this date. Possible options are:</p><p>A political solution (reaching an agreement with the Republican Party, which demands reductions in federal spending as a prerequisite); The new bonds were issued under completely unusual circumstances (they may be above nominal levels, but it remains to be seen how the market will react to this, especially who will buy them). Further unconventional measures (Biden can invoke the 14th Amendment to follow up on federal payments). Although there may be other more \"creative\" solutions, Investing analysts believe they are not worth paying attention to.</p><p>Analysts point out that while everyone is still focused on inflation, in reality,<strong>The short-term driver of market trends will be the US debt ceiling impasse and its solution.</strong>In his view,<strong>Inflation will continue to decline, especially in June and July, where the base effect will contribute more than 1% to the decline.</strong></p><p>However, it should be noted that these are, as always, only distractions for medium- to long-term investors. But for short-term traders, human nature will never change, and paying attention to the debt ceiling crisis is the top priority.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Rebel: U.S. Debt Ceiling Deadline</p><p>Recently, Wall Street investment banks have begun to announce that the debt ceiling deadline will arrive ahead of schedule. Goldman Sachs is one of them. However, on Wednesday, Goldman Sachs said that unexpectedly strong tax revenues this week reduced the likelihood that the Treasury Department would face the risk of a federal payment default as early as June.<strong>The end of July is more likely.</strong>The bank said Tuesday's tax figures were unexpectedly high,<strong>It is 14% higher than the same period in 2022.</strong></p><p>In response, Goldman Sachs economist Alec Phillips wrote in a report to clients on Wednesday:</p><p>\"If tax revenues can maintain this trend, the Treasury should be able to continue making all scheduled payments until the end of July without raising the debt ceiling.\" Meanwhile, there are no signs of compromise in the partisan battle in Congress over raising the debt ceiling. House Republicans on Wednesday passed a bill that would extend its debt ceiling by about a year while cutting spending in the coming years. But Biden and Democrats refused to attach conditions and continued to push for a straightforward bill.</p><p>Phillips said the bill’s passage could reinforce the Republican position of insisting on raising the debt ceiling at the expense of spending cuts. Assuming late July is the deadline<strong>These negotiations may take several weeks, or even longer, to begin.</strong>。 “In our view, the policy most likely to accompany an increase in the debt ceiling is to ‘cap discretionary spending,’ which is lower than what House Republicans expected,” he said.</p><p></body></html></p>","source":"xnew_highlight","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>Is inflation stealing the spotlight? The market's focus has quietly shifted!</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\">\nIs inflation stealing the spotlight? The market's focus has quietly shifted!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2023-04-27 18:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Investing.com, the world's fourth-largest financial website, wrote that short-term investors must always be aware that although the market is flooded with all sorts of events every day, as the field of behavioral finance has repeatedly mentioned, human nature tends to focus on negative news.</p><p>Last year's sluggish market sentiment was mainly driven by inflation trends and the Federal Reserve's rate hike path. The market has begun to rebound since mid-October, but concerns about an economic recession remain. But now,<strong>The U.S. debt ceiling crisis will become the next hot topic dominating the market.</strong></p><p>The U.S. Treasury Department took extraordinary measures to address various government spending issues after reaching its borrowing ceiling on January 19. This scenario is not unfamiliar, and its impact largely depends on overall market sentiment. To be sure, this sentiment is still negative.</p><p>As shown in the chart below, short positions in not only stocks but also US Treasury bonds are at historically high levels. This is due to the debt ceiling impasse, along with...<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>The dismal quarterly report triggered some unease.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e20866bb8aaec64b2b4410bd7e4b8e62\" tg-width=\"936\" tg-height=\"522\"/></p><p>The cost of insurance against a U.S. default has also risen sharply, indicating that the market is closely monitoring developments (see chart below). Thursday, according to<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>According to market intelligence, U.S. five-year credit default swaps rose to 67 basis points from 66 basis points at Wednesday's close, the highest level since at least 2011.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2af3c83de17aff1f173eca35da7d39f4\" tg-width=\"855\" tg-height=\"397\"/></p><p>In theory, August 18 is the key date for the Treasury to run out of funds. Therefore, it is crucial for the Biden administration to reach an agreement before this date. Possible options are:</p><p>A political solution (reaching an agreement with the Republican Party, which demands reductions in federal spending as a prerequisite); The new bonds were issued under completely unusual circumstances (they may be above nominal levels, but it remains to be seen how the market will react to this, especially who will buy them). Further unconventional measures (Biden can invoke the 14th Amendment to follow up on federal payments). Although there may be other more \"creative\" solutions, Investing analysts believe they are not worth paying attention to.</p><p>Analysts point out that while everyone is still focused on inflation, in reality,<strong>The short-term driver of market trends will be the US debt ceiling impasse and its solution.</strong>In his view,<strong>Inflation will continue to decline, especially in June and July, where the base effect will contribute more than 1% to the decline.</strong></p><p>However, it should be noted that these are, as always, only distractions for medium- to long-term investors. But for short-term traders, human nature will never change, and paying attention to the debt ceiling crisis is the top priority.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Rebel: U.S. Debt Ceiling Deadline</p><p>Recently, Wall Street investment banks have begun to announce that the debt ceiling deadline will arrive ahead of schedule. Goldman Sachs is one of them. However, on Wednesday, Goldman Sachs said that unexpectedly strong tax revenues this week reduced the likelihood that the Treasury Department would face the risk of a federal payment default as early as June.<strong>The end of July is more likely.</strong>The bank said Tuesday's tax figures were unexpectedly high,<strong>It is 14% higher than the same period in 2022.</strong></p><p>In response, Goldman Sachs economist Alec Phillips wrote in a report to clients on Wednesday:</p><p>\"If tax revenues can maintain this trend, the Treasury should be able to continue making all scheduled payments until the end of July without raising the debt ceiling.\" Meanwhile, there are no signs of compromise in the partisan battle in Congress over raising the debt ceiling. House Republicans on Wednesday passed a bill that would extend its debt ceiling by about a year while cutting spending in the coming years. But Biden and Democrats refused to attach conditions and continued to push for a straightforward bill.</p><p>Phillips said the bill’s passage could reinforce the Republican position of insisting on raising the debt ceiling at the expense of spending cuts. Assuming late July is the deadline<strong>These negotiations may take several weeks, or even longer, to begin.</strong>。 “In our view, the policy most likely to accompany an increase in the debt ceiling is to ‘cap discretionary spending,’ which is lower than what House Republicans expected,” he said.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=111403&type=news&data_type=0\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5e0896d3edaca3729837f9abf1db1d23","relate_stocks":{"BK4127":"投资银行业与经纪业","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","BK4585":"ETF&股票定投概念","GS":"高盛","BK4552":"Archegos爆仓风波概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=111403&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2330307711","content_text":"全球第四大财经网站Investing.com撰文指出，短期投资者必须始终意识到，尽管市场上每天都充斥着各种各样的事件，但正如行为金融学领域多次提到的那样，人性往往会偏向关注负面消息。去年市场的低迷情绪主要受通胀走势和美联储的加息路径驱动的。自10月中旬以来，市场已经开始反弹，但对经济衰退的担忧情绪仍然存在。而现在，美国债务上限危机将成为下一个主导市场的热门话题。美国财政部在1月19日触及举债上限后，采取非常措施应对各项政府开支。这种剧情并不陌生，其影响在很大程度上还取决于市场总体情绪。可以肯定的是，这种情绪仍然是负面的。从下图可以看到，不仅是股票空头头寸，美债空头头寸也处于历史最高水平，这是因为债务上限僵局连同第一共和银行惨淡的季度报告引发了一些不安情绪。针对美国违约的保险成本也大幅上升，这表明市场正在密切关注事态发展（见下图）。周四，据标普全球市场情报，美国五年期信用违约掉期从周三收盘的66个基点上涨至67个基点，是至少2011年以来的最高点。理论上，8月18日是财政部耗尽资金的关键日期。因此，拜登政府在此日期之前达成协议至关重要。可能的选择是：政治解决方案（与共和党达成协议，共和党要求减少联邦开支作为前提）；新债是在完全异常的情况下发行的（可能高于名义水平，但尚不可知市场对此会有何反应，尤其是谁会购买）；进一步的非常规措施（拜登可以援引第14条修正案来跟进联邦支付）。尽管可能有其他更具“创造性”的解决方案，但Investing分析师认为它们不值得给予重视。分析师指出，虽然每个人仍然关注通胀，但实际上，接下来市场走势的短期推动者将是美国债务上限僵局及其解决方案。在他看来，通胀将继续下降，尤其是在6月和7月，基数效应的影响将贡献大于1%的跌幅。不过，需要提醒的是，这些一如既往只是中长期投资者的干扰因素，但对于短线交易员来说，人性永远不会改变，关注债务上限危机是当务之急。高盛反口：美国债务上限截至日期近日，华尔街投行开始“吹风”债务上限截止日将提前到来。高盛就是其中之一。然而，周三，高盛集团称，本周出现意外强劲的税收收入降低了财政部最早在6月份面临联邦支付违约风险的可能性，7月底更有可能。该行表示，周二的税收数据出乎意料地高，比2022年同期高出14%。对此，高盛经济学家亚历克·菲利普斯（Alec Phillips）周三在给客户的一份报告中写道：“如果税收收入能够保持这种趋势，财政部应该能够在不提高债务上限的情况下继续支付所有预定的款项，直到7月底。”与此同时，在国会就提高债务上限展开的党派斗争中，没有任何妥协的迹象。众议院共和党人周三通过了一项法案，将其债务上限期限延长大约一年，同时削减未来几年的支出。但拜登和民主党人拒绝附加条件，并继续敦促通过一项直截了当的法案。菲利普斯说，该法案的通过可能会强化共和党坚持以削减支出为代价来提高债务上限的立场。假设7月下旬为最后期限，这些谈判可能要过几周，甚至更长的时间才能开始。“在我们看来，最有可能伴随债务上限提高的政策是‘对可自由支配支出设定上限’这低于众议院共和党的预期”，他说。","news_type":1,"symbols_score_info":{"GS":0.65}},"isVote":1,"tweetType":1,"viewCount":2296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947993572,"gmtCreate":1682424853097,"gmtModify":1682424856588,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582685386479633","authorIdStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947993572","repostId":"1181662804","repostType":2,"isVote":1,"tweetType":1,"viewCount":2442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944415526,"gmtCreate":1682005379466,"gmtModify":1682005382661,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582685386479633","authorIdStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944415526","repostId":"1162865594","repostType":2,"isVote":1,"tweetType":1,"viewCount":1998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944530633,"gmtCreate":1681907630922,"gmtModify":1681907633553,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582685386479633","authorIdStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944530633","repostId":"1140494965","repostType":2,"repost":{"id":"1140494965","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1681903948,"share":"https://ttm.financial/m/news/1140494965?lang=en_US&edition=fundamental","pubTime":"2023-04-19 19:32","market":"us","language":"zh","title":"Morgan Stanley: Q1 revenue exceeded expectations, but total deposits fell short of forecasts.","url":"https://stock-news.laohu8.com/highlight/detail?id=1140494965","media":"老虎资讯综合","summary":"4月19日，摩根士丹利盘前发布财报，财报显示：第一季度净营收145.2亿美元，预估140.7亿美元。摩根士丹利第一季度每股收益1.70美元。第一季度股票销售和交易业务营收27.3亿美元，预估28.6亿","content":"<p><html><head></head><body>On April 19, Morgan Stanley released its pre-market earnings report, which showed that net revenue for the first quarter was $14.52 billion, compared to the estimated $14.07 billion.</p><p>Morgan Stanley earned $1.70 per share in the first quarter.</p><p>First-quarter revenue from stock sales and trading was $2.73 billion, compared to an estimated $2.86 billion.</p><p>First-quarter sales and trading revenue from fixed income, foreign exchange and commodities businesses was $2.58 billion, compared to an estimated $2.42 billion.</p><p>Non-interest expenses for the first quarter were $10.52 billion, compared to an estimated $10.12 billion.</p><p>Compensation expenses for the first quarter were $6.41 billion, compared to an estimated $6.07 billion.</p><p>Non-compensation expenses for the first quarter were $4.11 billion, compared to an estimated $4.09 billion.</p><p>Assets under management in the first quarter were $1.36 trillion, compared to an estimated $1.33 trillion.</p><p>Total deposits in the first quarter were $347.52 billion, compared to market forecasts of $352.17 billion.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b3df79d2ba857cda7f345e7aa39630a\" title=\"\" tg-width=\"1158\" tg-height=\"728\"/></p><p>Morgan Stanley fell more than 2% in pre-market trading after the earnings report was released.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77cb9299a351c7228a81668c17136ca8\" title=\"\" tg-width=\"801\" tg-height=\"497\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley: Q1 revenue exceeded expectations, but total deposits fell short of forecasts.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley: Q1 revenue exceeded expectations, but total deposits fell short of forecasts.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-04-19 19:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 19, Morgan Stanley released its pre-market earnings report, which showed that net revenue for the first quarter was $14.52 billion, compared to the estimated $14.07 billion.</p><p>Morgan Stanley earned $1.70 per share in the first quarter.</p><p>First-quarter revenue from stock sales and trading was $2.73 billion, compared to an estimated $2.86 billion.</p><p>First-quarter sales and trading revenue from fixed income, foreign exchange and commodities businesses was $2.58 billion, compared to an estimated $2.42 billion.</p><p>Non-interest expenses for the first quarter were $10.52 billion, compared to an estimated $10.12 billion.</p><p>Compensation expenses for the first quarter were $6.41 billion, compared to an estimated $6.07 billion.</p><p>Non-compensation expenses for the first quarter were $4.11 billion, compared to an estimated $4.09 billion.</p><p>Assets under management in the first quarter were $1.36 trillion, compared to an estimated $1.33 trillion.</p><p>Total deposits in the first quarter were $347.52 billion, compared to market forecasts of $352.17 billion.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b3df79d2ba857cda7f345e7aa39630a\" title=\"\" tg-width=\"1158\" tg-height=\"728\"/></p><p>Morgan Stanley fell more than 2% in pre-market trading after the earnings report was released.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77cb9299a351c7228a81668c17136ca8\" title=\"\" tg-width=\"801\" tg-height=\"497\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/24fa8350588843d92f819ac12ab5ce16","relate_stocks":{"MS":"摩根士丹利"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140494965","content_text":"4月19日，摩根士丹利盘前发布财报，财报显示：第一季度净营收145.2亿美元，预估140.7亿美元。摩根士丹利第一季度每股收益1.70美元。第一季度股票销售和交易业务营收27.3亿美元，预估28.6亿美元。第一季度固定收益、外汇和大宗商品业务销售和交易营收25.8亿美元，预估24.2亿美元。第一季度非利息支出105.2亿美元，预估101.2亿美元。第一季度薪酬费用64.1亿美元，预估60.7亿美元。第一季度非薪酬支出41.1亿美元，预估40.9亿美元。第一季度管理资产1.36万亿美元，预估1.33万亿美元。第一季度总存款为3475.2亿美元，市场预测为3521.7亿美元。财报发布后，摩根士丹利盘前跌超2%.","news_type":1,"symbols_score_info":{"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":2338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944530378,"gmtCreate":1681907569195,"gmtModify":1681907572696,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582685386479633","authorIdStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944530378","repostId":"2328783312","repostType":2,"isVote":1,"tweetType":1,"viewCount":1741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944694305,"gmtCreate":1681818592808,"gmtModify":1681818596261,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582685386479633","authorIdStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944694305","repostId":"1125440795","repostType":2,"repost":{"id":"1125440795","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1681817436,"share":"https://ttm.financial/m/news/1125440795?lang=en_US&edition=fundamental","pubTime":"2023-04-18 19:30","market":"us","language":"zh","title":"Lockheed Martin's first-quarter revenue was $15.1 billion, slightly exceeding expectations.","url":"https://stock-news.laohu8.com/highlight/detail?id=1125440795","media":"老虎资讯综合","summary":"Q1 净利润（亿美元）： 17，预期：15.36，前值：17.33。","content":"<p><html><head></head><body>Lockheed Martin's revenue for the first quarter of 2023 (US$100 million): 151, expected: 150.28, previous value: 149.64.</p><p>First-quarter net profit (US$100 million): 17, expected: 15.36, previous value: 17.33.</p><p>Q1 EPS: $6.61, expected: $6.057, previous value: $6.44.</p><p>Lockheed Martin's pre-market share price rose rapidly in the short term, turning from a decline to a rise.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bcce1a714321ac406ff7f02dc397b6f\" title=\"\" tg-width=\"1383\" tg-height=\"764\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lockheed Martin's first-quarter revenue was $15.1 billion, slightly exceeding expectations.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLockheed Martin's first-quarter revenue was $15.1 billion, slightly exceeding expectations.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-04-18 19:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Lockheed Martin's revenue for the first quarter of 2023 (US$100 million): 151, expected: 150.28, previous value: 149.64.</p><p>First-quarter net profit (US$100 million): 17, expected: 15.36, previous value: 17.33.</p><p>Q1 EPS: $6.61, expected: $6.057, previous value: $6.44.</p><p>Lockheed Martin's pre-market share price rose rapidly in the short term, turning from a decline to a rise.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bcce1a714321ac406ff7f02dc397b6f\" title=\"\" tg-width=\"1383\" tg-height=\"764\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c278da3656f121b0bf93d422677e9201","relate_stocks":{"LMT":"洛克希德马丁"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125440795","content_text":"洛克希德马丁2023年一季度营收（亿美元）： 151，预期：150.28，前值：149.64。一季度净利润（亿美元）： 17，预期：15.36，前值：17.33。一季度EPS： $6.61，预期：$6.057，前值：$6.44。洛克希德马丁盘前股价短线快速拉升，由跌转涨。","news_type":1,"symbols_score_info":{"LMT":0.9}},"isVote":1,"tweetType":1,"viewCount":2284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944346140,"gmtCreate":1681724291180,"gmtModify":1681724295678,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582685386479633","authorIdStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944346140","repostId":"1135442671","repostType":2,"repost":{"id":"1135442671","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1681206474,"share":"https://ttm.financial/m/news/1135442671?lang=en_US&edition=fundamental","pubTime":"2023-04-11 17:47","market":"us","language":"zh","title":"Financial Report Preview | How long can Tesla's price reduction dividend last, and will it \"backfire\" on itself?","url":"https://stock-news.laohu8.com/highlight/detail?id=1135442671","media":"老虎资讯综合","summary":"特斯拉频繁的降价行动令分析人士更加关注其第一季度的毛利率。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The company will release its financial results for the first quarter of 2023, ending March 31, after the market closes on April 19 Eastern Time (April 20 Beijing Time).</p><p>In 2022, Tesla delivered a total of 1.31 million vehicles globally, a 40% increase compared to 2021; Production reached 1.37 million vehicles, a year-on-year increase of 47%, but neither reached the 50% annual growth target.</p><p><strong>The market currently generally expects the company to report first-quarter revenue of $23.46 billion, adjusted profit of $3.057 billion, and earnings per share of $0.86.</strong></p><p><p style=\"text-align: justify;\">Stronger-than-expected results would indicate Tesla's \"cost advantage\" and potential lower input costs, but if the first-quarter results are in line with or below expectations, it would mean overcapacity or product aging, which would put its stock price at risk. Of particular importance, the frequent price cuts have made analysts pay more attention to the electric vehicle manufacturer's gross profit margin in the first quarter.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f14e3cd0b9cf7c3134cc1be1537b19\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>First-quarter deliveries: Is the price reduction effect sustainable?</strong></p><p><p style=\"text-align: justify;\">Tesla to deliver globally in the first quarter of 2023<strong>More than 422,000 vehicles were delivered, breaking the single-quarter delivery record.</strong></p><p>The report shows that in the first quarter of 2023, Tesla produced 440,808 electric vehicles globally and delivered 422,875 units. Of these, 19,437 Model S and Model X units were produced and 10,695 units were delivered; Production of the Model 3 and Model Y was 421,371 units, and deliveries were 412,180 units.</p><p>Compared to the same period last year, Tesla's total production in the first quarter increased by 44% year-on-year, and its deliveries increased by 36% year-on-year, which is 6.69 times the deliveries in the same period of 2019.</p><p>The delivery report indicates that Tesla will continue its transition to \"more balanced mass production targeting different regional markets,\" including Model S/X models currently being shipped to EMEA (Europe/Middle East/Africa) and the Asia-Pacific region.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/206ca2a9f22472a9e476b926b9c14c33\" title=\"\" tg-width=\"690\" tg-height=\"365\"/></p><p><p style=\"text-align: justify;\">Musk's annual sales target of 1.8-2 million vehicles was achieved quite well in the first quarter. However, it cannot be ignored that in the Chinese market, its core production and sales base, the automotive market is facing more intense competition this year, and Tesla needs to respond more flexibly.</p><p>Industry analysts believe that<strong>Tesla's delivery growth is closely related to its price cuts at the beginning of this year, and the direct reason for the price cuts was to stimulate demand.</strong>In January of this year, Tesla lowered the prices of its models in both China and global markets, with an overall decrease of 9%.</p><p>On April 6 local time, Tesla again lowered the prices of its models sold in the United States, reducing the prices of all models by 2% to 6%. This is the fifth price cut by the automaker since January, with the most significant reduction in high-end models. The more popular Model Y has also seen a 4% price reduction, to $52,990.</p><p>At the same time, Tesla also announced that it will adjust the prices of the Model 3 and Model Y in Hong Kong on April 15, with the Model 3 Performance seeing the largest price reduction, by as much as 14.7%.</p><p><p style=\"text-align: justify;\">Tesla had previously launched a price war in the United States, which analysts viewed as a positive sign that the company was trying to boost sales.</p><p>According to Tesla's goal, it aims to increase production more than tenfold to 20 million vehicles per year by 2030. However, Tesla's current models, such as the Model 3/Y, have a maximum sales cycle of 6-7 years and have not undergone a mid-term update. As market competition intensifies, Tesla's products face even more severe challenges.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44ed93f64aaf0be3e65df77daffd77f9\" title=\"\" tg-width=\"597\" tg-height=\"712\"/></p><p><strong>Positive factors: New low-end models are imminent.</strong></p><p>Recent market news suggests that Tesla is planning a grand production capacity layout for its new low-priced models. \"This low-priced Model is a smaller Model Y,\" a source said.<strong>\"Tesla is building an annual production capacity plan of up to 4 million vehicles.\"</strong></p><p><p style=\"text-align: justify;\">It is understood that this is an early-stage production capacity strategy that Tesla is passing on to the supply chain:<strong>The production capacity of 4 million vehicles will be distributed in factories around the world, including 2 million vehicles in the North American Gigafactory, and 1 million vehicles each in the Berlin plant in Germany and the Lingang plant in Shanghai. Among the North American factories, the Monterrey plant in Mexico will be the main production capacity for this new model.</strong></p><p><p style=\"text-align: justify;\">At this year's investor day, Tesla unveiled its Monterrey factory in Mexico. Subsequently, media reports indicated that the factory covers nearly 4,200 acres, which is 68% more than the 2,500 acres of the Texas factory and about 20 times the size of the Shanghai factory.</p><p>If a Tesla car sells for 150,000 yuan, it could clearly trigger another sales frenzy.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d883a08243beba49992da0458236253e\" title=\"\" tg-width=\"640\" tg-height=\"430\"/></p><p><strong>Unfavorable factors: US electric vehicle tax rebate policy changes again</strong></p><p><p style=\"text-align: justify;\">Last Friday, the U.S. Treasury Department and the Internal Revenue Service released new rules for tax credits for electric vehicles. Automakers have found that unless a workaround is found, the outcome is likely to be:<strong>Starting with the new system taking effect on April 18, the tax credits available to electric vehicles will be significantly reduced.</strong></p><p><p style=\"text-align: justify;\">Ford said that starting April 18, its Mustang Mach-E and E-Transit will be eligible for an electric vehicle tax credit of $3,750, down from the current $7,500, after losing half of the tax credit due to not meeting domestic battery procurement requirements.</p><p><p style=\"text-align: justify;\">Starting April 18, the $7,500 tax credit...<strong>Half will depend on whether the battery components are primarily manufactured in North America.</strong>，<strong>The other half depends on whether the battery minerals primarily come from the United States' free trade partners.</strong>。 Over the next five years, to qualify for tax credits, the proportions of the aforementioned components and minerals in automotive batteries will be further increased from 50% and 40%, respectively.</p><p><strong>Major bank ratings</strong></p><p><strong>Wedbush Securities: Outperform rating, target price $225</strong></p><p>Dan Ives, a well-known Tesla bullish analyst at Wedbush Securities, maintained his \"Outperform\" rating on Tesla stock and his $225 price target. He stated that the Model Y/3 price reduction announced in early 2023 \"brought substantial benefits\" to Tesla, and despite macroeconomic uncertainty, demand appears to be stable. Whether Tesla's gross profit margin can exceed 20% remains a key hurdle in the coming quarters.</p><p><strong>Baird: Overweight rating, target price $252</strong></p><p><p style=\"text-align: left;\">Baird stated that he believes Tesla will be able to maintain industry-leading operating profit margins and be in the best position among its automotive peers to withstand economic headwinds. We maintain our \"Buy\" rating on Tesla stock and our $252 target price.</p><p><strong>Bernstein: Underperform rating, $150 target price</strong></p><p><p style=\"text-align: left;\">Bernstein stated that Tesla's price cuts were not surprising, but the timing and details were \"a bit surprising,\" suggesting that price cuts may continue in other markets around the world. The agency stated that the price reduction reflects Tesla's need to stimulate market demand. We maintain our underperform rating on Tesla stock and our price target of $150.</p><p><strong>Wolfe Research: Peer Performance Ratings</strong></p><p><p style=\"text-align: left;\">Wolfe Research analyst Rod Lache said that while price cuts in the United States may raise questions about demand for cars, Tesla \"will significantly reduce costs in the future.\" The company stated that investors may have underestimated the new investment in Tesla Energy. We maintain our peer performance rating on Tesla stock, and investors should not be surprised if a price cut triggers a negative short-term reaction to the stock price.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Financial Report Preview | How long can Tesla's price reduction dividend last, and will it \"backfire\" on itself?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFinancial Report Preview | How long can Tesla's price reduction dividend last, and will it \"backfire\" on itself?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-04-11 17:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The company will release its financial results for the first quarter of 2023, ending March 31, after the market closes on April 19 Eastern Time (April 20 Beijing Time).</p><p>In 2022, Tesla delivered a total of 1.31 million vehicles globally, a 40% increase compared to 2021; Production reached 1.37 million vehicles, a year-on-year increase of 47%, but neither reached the 50% annual growth target.</p><p><strong>The market currently generally expects the company to report first-quarter revenue of $23.46 billion, adjusted profit of $3.057 billion, and earnings per share of $0.86.</strong></p><p><p style=\"text-align: justify;\">Stronger-than-expected results would indicate Tesla's \"cost advantage\" and potential lower input costs, but if the first-quarter results are in line with or below expectations, it would mean overcapacity or product aging, which would put its stock price at risk. Of particular importance, the frequent price cuts have made analysts pay more attention to the electric vehicle manufacturer's gross profit margin in the first quarter.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f14e3cd0b9cf7c3134cc1be1537b19\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>First-quarter deliveries: Is the price reduction effect sustainable?</strong></p><p><p style=\"text-align: justify;\">Tesla to deliver globally in the first quarter of 2023<strong>More than 422,000 vehicles were delivered, breaking the single-quarter delivery record.</strong></p><p>The report shows that in the first quarter of 2023, Tesla produced 440,808 electric vehicles globally and delivered 422,875 units. Of these, 19,437 Model S and Model X units were produced and 10,695 units were delivered; Production of the Model 3 and Model Y was 421,371 units, and deliveries were 412,180 units.</p><p>Compared to the same period last year, Tesla's total production in the first quarter increased by 44% year-on-year, and its deliveries increased by 36% year-on-year, which is 6.69 times the deliveries in the same period of 2019.</p><p>The delivery report indicates that Tesla will continue its transition to \"more balanced mass production targeting different regional markets,\" including Model S/X models currently being shipped to EMEA (Europe/Middle East/Africa) and the Asia-Pacific region.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/206ca2a9f22472a9e476b926b9c14c33\" title=\"\" tg-width=\"690\" tg-height=\"365\"/></p><p><p style=\"text-align: justify;\">Musk's annual sales target of 1.8-2 million vehicles was achieved quite well in the first quarter. However, it cannot be ignored that in the Chinese market, its core production and sales base, the automotive market is facing more intense competition this year, and Tesla needs to respond more flexibly.</p><p>Industry analysts believe that<strong>Tesla's delivery growth is closely related to its price cuts at the beginning of this year, and the direct reason for the price cuts was to stimulate demand.</strong>In January of this year, Tesla lowered the prices of its models in both China and global markets, with an overall decrease of 9%.</p><p>On April 6 local time, Tesla again lowered the prices of its models sold in the United States, reducing the prices of all models by 2% to 6%. This is the fifth price cut by the automaker since January, with the most significant reduction in high-end models. The more popular Model Y has also seen a 4% price reduction, to $52,990.</p><p>At the same time, Tesla also announced that it will adjust the prices of the Model 3 and Model Y in Hong Kong on April 15, with the Model 3 Performance seeing the largest price reduction, by as much as 14.7%.</p><p><p style=\"text-align: justify;\">Tesla had previously launched a price war in the United States, which analysts viewed as a positive sign that the company was trying to boost sales.</p><p>According to Tesla's goal, it aims to increase production more than tenfold to 20 million vehicles per year by 2030. However, Tesla's current models, such as the Model 3/Y, have a maximum sales cycle of 6-7 years and have not undergone a mid-term update. As market competition intensifies, Tesla's products face even more severe challenges.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44ed93f64aaf0be3e65df77daffd77f9\" title=\"\" tg-width=\"597\" tg-height=\"712\"/></p><p><strong>Positive factors: New low-end models are imminent.</strong></p><p>Recent market news suggests that Tesla is planning a grand production capacity layout for its new low-priced models. \"This low-priced Model is a smaller Model Y,\" a source said.<strong>\"Tesla is building an annual production capacity plan of up to 4 million vehicles.\"</strong></p><p><p style=\"text-align: justify;\">It is understood that this is an early-stage production capacity strategy that Tesla is passing on to the supply chain:<strong>The production capacity of 4 million vehicles will be distributed in factories around the world, including 2 million vehicles in the North American Gigafactory, and 1 million vehicles each in the Berlin plant in Germany and the Lingang plant in Shanghai. Among the North American factories, the Monterrey plant in Mexico will be the main production capacity for this new model.</strong></p><p><p style=\"text-align: justify;\">At this year's investor day, Tesla unveiled its Monterrey factory in Mexico. Subsequently, media reports indicated that the factory covers nearly 4,200 acres, which is 68% more than the 2,500 acres of the Texas factory and about 20 times the size of the Shanghai factory.</p><p>If a Tesla car sells for 150,000 yuan, it could clearly trigger another sales frenzy.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d883a08243beba49992da0458236253e\" title=\"\" tg-width=\"640\" tg-height=\"430\"/></p><p><strong>Unfavorable factors: US electric vehicle tax rebate policy changes again</strong></p><p><p style=\"text-align: justify;\">Last Friday, the U.S. Treasury Department and the Internal Revenue Service released new rules for tax credits for electric vehicles. Automakers have found that unless a workaround is found, the outcome is likely to be:<strong>Starting with the new system taking effect on April 18, the tax credits available to electric vehicles will be significantly reduced.</strong></p><p><p style=\"text-align: justify;\">Ford said that starting April 18, its Mustang Mach-E and E-Transit will be eligible for an electric vehicle tax credit of $3,750, down from the current $7,500, after losing half of the tax credit due to not meeting domestic battery procurement requirements.</p><p><p style=\"text-align: justify;\">Starting April 18, the $7,500 tax credit...<strong>Half will depend on whether the battery components are primarily manufactured in North America.</strong>，<strong>The other half depends on whether the battery minerals primarily come from the United States' free trade partners.</strong>。 Over the next five years, to qualify for tax credits, the proportions of the aforementioned components and minerals in automotive batteries will be further increased from 50% and 40%, respectively.</p><p><strong>Major bank ratings</strong></p><p><strong>Wedbush Securities: Outperform rating, target price $225</strong></p><p>Dan Ives, a well-known Tesla bullish analyst at Wedbush Securities, maintained his \"Outperform\" rating on Tesla stock and his $225 price target. He stated that the Model Y/3 price reduction announced in early 2023 \"brought substantial benefits\" to Tesla, and despite macroeconomic uncertainty, demand appears to be stable. Whether Tesla's gross profit margin can exceed 20% remains a key hurdle in the coming quarters.</p><p><strong>Baird: Overweight rating, target price $252</strong></p><p><p style=\"text-align: left;\">Baird stated that he believes Tesla will be able to maintain industry-leading operating profit margins and be in the best position among its automotive peers to withstand economic headwinds. We maintain our \"Buy\" rating on Tesla stock and our $252 target price.</p><p><strong>Bernstein: Underperform rating, $150 target price</strong></p><p><p style=\"text-align: left;\">Bernstein stated that Tesla's price cuts were not surprising, but the timing and details were \"a bit surprising,\" suggesting that price cuts may continue in other markets around the world. The agency stated that the price reduction reflects Tesla's need to stimulate market demand. We maintain our underperform rating on Tesla stock and our price target of $150.</p><p><strong>Wolfe Research: Peer Performance Ratings</strong></p><p><p style=\"text-align: left;\">Wolfe Research analyst Rod Lache said that while price cuts in the United States may raise questions about demand for cars, Tesla \"will significantly reduce costs in the future.\" The company stated that investors may have underestimated the new investment in Tesla Energy. We maintain our peer performance rating on Tesla stock, and investors should not be surprised if a price cut triggers a negative short-term reaction to the stock price.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135442671","content_text":"特斯拉将于美国东部时间4月19日收盘后（北京时间4月20日）发布截至3月31日的2023年第一季度财报。在过去的2022年，特斯拉全球共计交付汽车131万辆，相比2021年增长40%；生产量为137万辆，同比增长47%，但均未达到50%的年增长量目标。市场目前普遍预计该公司一季度的营收为234.6亿美元，调整后利润为30.57亿美元，每股收益为0.86美元。强于预期的结果将表明特斯拉的“成本优势地位”和潜在的投入成本下降，但如果第一季度的结果与预期持平或低于预期，则意味着产能过剩或产品老化，这将使其股价面临风险。尤其重要的是，频繁的降价行动令分析人士更加关注这家电动汽车制造商一季度的毛利率情况。一季度交付量：降价效应可持续吗？特斯拉2023年第一季度在全球交付超过42.2万辆汽车，打破了单季度的交付纪录。报告显示，2023年第一季度，特斯拉在全球生产电动车440808台，交付422875台。其中，Model S和Model X生产19437台，交付10695台；Model 3和Model Y的产量为421371台，交付量为412180台。与去年同期相比，特斯拉第一季度总产量同比增长44%，交付量同比增长36%，是2019年同期交付量的6.69倍。交付报告中显示，特斯拉将继续向“针对不同区域市场更加均衡的批量生产”过渡，其中包括正在运往EMEA地区（欧洲/中东/非洲)以及亚太地区的Model S/X车型。马斯克定下的全年180-200万辆的销量目标，第一季度完成得不差。但不容忽视的是，在其产销的核心阵地——中国市场，今年的汽车市场正迎来更为激烈的竞争，特斯拉也需要更灵活地应对。业内分析认为，特斯拉交付量增长与今年年初的降价活动密切相关，而降价的直接原因则是为了刺激需求。今年1月，特斯拉在中国和全球市场均调低了在售车型价格，整体降幅达到9%。当地时间4月6日，特斯拉再次下调了其美国在售车型的售价，将所有车型的价格下调了2%至6%，这是该汽车制造商自1月份以来的第五次降价，其中高端车型的降幅最为显著。较受欢迎的Model Y降价幅度也达到了4%，降至52990美元。与此同时，特斯拉还宣布将于4月15日调整香港地区Model 3和Model Y的售价，价格调整减幅最大的是Model 3 Performance，幅度多达14.7%。此前特斯拉发起在美国的价格战，分析师们都将其视为该公司努力提振销量的积极信号。根据特斯拉的目标，到2030年将产量提高10倍以上，达到2000万辆/年。不过，目前特斯拉在售的Model 3/Y等车型最长销售周期达6-7年，且一直没有进行中期改款。随着市场竞争的加剧，特斯拉的产品面临着更为严峻的挑战。积极因素：新低级车型呼之欲出最近传出市场消息，特斯拉正在为其新的低价车型，规划一副宏大的产能版图。“这款低价车型是一个小号Model Y。”消息人士称，“特斯拉正在为其构建一个高达400万辆的年产能计划。”据了解这是一项早期的产能策略，特斯拉正在向产业链传递：400万辆产能会分布在全球工厂，其中，北美的超级工厂将承担200万辆，德国柏林工厂和上海临港工厂分别承担100万辆。而在北美工厂当中，墨西哥的蒙特雷工厂会是这款新车型的产能主力。在今年投资者日上，特斯拉揭秘了墨西哥的蒙特雷工厂，此后，有媒体报道称，该工厂占地近4200英亩，这比德克萨斯州工厂的2500英亩多出68%，也是上海工厂面积的约20倍。如果一款特斯拉汽车卖到15万元，显然可能再次掀起销量狂潮。不利因素：美国电动车退税政策再生变上周五，美国财政部和国税局公布了新的电动汽车税收抵免细则，各家车企发现，除非找到变通方法，否则结果很可能是：从4月18日新制度生效起，电动汽车享受的税收抵免将大幅减少。福特公司表示，从4月18日开始，其 Mustang Mach-E 和 E-Transit 将有资格获得3750美元的电动汽车税收抵免，低于目前的 7500 美元，因为不符合国内电池采购要求而损失了一半的税收抵免。从4月18日起，7500美元的税收抵免额中有一半将取决于电池组件是否主要由北美制造，另一半取决于电池矿物是否主要来源于美国的自自由贸易伙伴。未来五年，想要符合税收抵免资格，汽车电池中上述组件及矿物占比将分别从50%和40%进一步提高。大行评级韦德布什证券：跑赢大盘评级，目标价225美元知名特斯拉多头分析师、韦德布什证券公司的丹·艾夫斯维持对特斯拉股票的“跑赢大盘”评级和225美元的目标价。他表示，2023年初宣布的Model Y/3降价为特斯拉“带来了丰厚的红利”，尽管宏观经济不确定，但需求似乎很稳定。未来几个季度，特斯拉的汽车毛利率能否超过20%仍是关键门槛。贝尔德：增持评级，目标价252美元贝尔德表示，相信特斯拉将能够保持行业领先的营业利润率，并且在汽车同行中处于最佳位置以抵御经济逆风。维持对特斯拉股票的增持评级和252美元的目标价。伯恩斯坦：表现不佳评级，150美元目标价伯恩斯坦表示，特斯拉降价并不令人意外，但时间和细节“有点令人惊讶”，可能在全球其它市场继续降价。该机构表示，降价反映了特斯拉刺激市场需求的需要。维持特斯拉股票的表现不佳评级和150美元的目标价。Wolfe Research：同业表现评级Wolfe Research 分析师 Rod Lache 表示，虽然美国的降价可能会引发对汽车需求的质疑，但特斯拉“未来会大幅降低成本”。该公司表示，投资者可能低估了对特斯拉能源的新投资。保持对特斯拉股票的同业表现评级，如果降价引发股价负面短期反应，投资者不应感到惊讶。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944991302,"gmtCreate":1681659057306,"gmtModify":1681659061277,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582685386479633","authorIdStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944991302","repostId":"1102189876","repostType":2,"repost":{"id":"1102189876","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1681641413,"share":"https://ttm.financial/m/news/1102189876?lang=en_US&edition=fundamental","pubTime":"2023-04-16 18:36","market":"us","language":"zh","title":"Don't miss this bull market.","url":"https://stock-news.laohu8.com/highlight/detail?id=1102189876","media":"格隆汇投资学苑","summary":"经济似乎还略显冷意，但股市已经迫不及待要热起来。经过一个多月的调整，上周五上证指数再一次逼近3月7日的高位，并显示要突破的态势，而A股成交额更是连续9个交易日超越1万亿。无独有偶，即使是深受美国经济衰","content":"<p><html><head></head><body>The economy still seems somewhat sluggish, but the stock market is eager to heat up.</p><p>After more than a month of adjustment, the Shanghai Composite Index once again approached the high of March 7 last Friday and showed signs of breaking through, while the turnover of A-shares exceeded 1 trillion yuan for nine consecutive trading days.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf2ddeaaf9c0cf410a1d4bebe3f835e3\" tg-width=\"560\" tg-height=\"240\"/></p><p>Coincidentally, even the S&P 500, which has been heavily affected by the US economic recession, has quietly approached the high level of February 2.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/182ff406e03a8e27b8016acc2b1653c4\" tg-width=\"560\" tg-height=\"240\"/></p><p>The stock market has the keenest sense of smell, and capital doesn't lie. The fact that it continues to rise already speaks volumes.</p><p>That's our simple view on the market in 2023:<strong>Don't miss this bull market.</strong></p><p><strong>macro aspect</strong></p><p>Every bull market is predicated on a super low.</p><p>Every investor can feel what a low point 2022 was. With the recurring pandemic, economic downturn, ongoing external wars, and frenzied rate hike, the capital market is truly suffering greatly.</p><p>But everything comes to an end, and several major macroeconomic risks have now basically reversed or are about to reverse. First, there's the Russia-Ukraine war, which has already weakened the capital market. Second, the pandemic has become insignificant. The only thing that's bad now is the global rate hike, especially the official end of the Federal Reserve. Fortunately, this end is already clearly visible, just a matter of official announcement at the May meeting.</p><p>There are two fundamental factors affecting the stock market. One is...<strong>Economic fundamentals,</strong>One is<strong>Liquidity.</strong></p><p><strong>In terms of domestic economic fundamentals, recovery is a foregone conclusion.</strong>On the surface, domestic macroeconomic data does not seem too exciting, but signs of improvement are gradually emerging, especially in terms of consumption. With the May Day holiday approaching, booking data for travel, flights and hotels has strengthened the logic of consumption recovery. The market is now waiting for the macroeconomic data for the first quarter of 2023 to be released in two days. Considering that there was a wave of widespread infection after the epidemic was lifted at the beginning of the year, the data may not be very strong, but it is basically predictable. This should be considered the bottom of this year.</p><p><strong>Externally, a US economic recession is highly likely.</strong>This will have a negative impact on China's exports. As China's third-largest trading partner, China's exports to the United States still reached $536.8 billion despite such difficult circumstances in 2022. However, China itself is also expanding its ties with other economies around the world in an effort to offset the negative impact of the United States. Looking at a longer timeframe, even if a US recession is expected to arrive, according to Federal Reserve officials, the impact will mainly be this year, with a recovery expected in the next two years. So, once we get through this year, we'll basically be fine.</p><p>While there will indeed be some disturbances in China's economic fundamentals in the short term, there is no reason to be pessimistic in the medium to long term, nor is it likely to fall back to last year's low levels. Even if some deep-seated problems, such as great power rivalry and technological innovation, are not resolved immediately, fortunately, these problems will not worsen again, and the country is working hard to break through step by step.</p><p><strong>In terms of liquidity, China's CPI remained low, at only 0.7% in March, which seems to indicate that the economy still needs a stronger recovery, but conversely, it increases the possibility of stimulating the economy and continuing monetary easing.</strong>In fact, there has been significant easing at the monetary level, especially in the recently released social financing and M2 data. However, the transmission from the monetary level to the economy will take time. In addition, the Federal Reserve's aggressive rate hike is gradually coming to an end, providing more room for our monetary policy to maneuver.</p><p>The macroeconomy is in a recovery phase, and the general direction of liquidity is loose. A bull market in the stock market provides the most basic support.</p><p><strong>microscopic plane</strong></p><p>At the micro level, the main focus is on corporate profitability, which coincides with the collective release of first-quarter reports by listed companies.</p><p>As of today, more than 200 A-share companies have released their first-quarter earnings forecasts. Among them, consumer stocks Langzi Fashion and Yanjing Beer have seen very strong growth. Langzi Fashion's net profit attributable to the parent company has increased by 377-566 times year-on-year, while Yanjing Beer has increased by 71-75 times year-on-year. Although it may seem extreme, it also represents a strong rebound in consumer stocks from being suppressed by the pandemic last year to this year after the pandemic was lifted. And<strong>Technology stocks, represented by semiconductors, also showed strong growth momentum.</strong>A typical example is semiconductor equipment manufacturer North China Electronics, which expects its net profit attributable to the parent company to increase by 1.71-2 times year-on-year.</p><p>In our articles at the beginning of the year, we mentioned investment opportunities in semiconductors several times. However, at that time, it was mainly based on the fact that the semiconductor inventory cycle bottomed out in the first half of this year and entered an upward channel in the second half of the year, which was based on the logic of cyclical reversal. The subsequent chatGPT craze accelerated the cyclical reversal of the semiconductor industry. More importantly, the popularity of chatGPT also marked the beginning of a new round of technological revolution led by AI. This technological revolution, which can rival mechanization, electrification and informatization, and is even larger in scale, has brought new growth space to the technology industry, including semiconductors, and a new blue ocean has slowly unfolded.</p><p>This is also why we keep repeating this year's investment theme: the digital economy is definitely the biggest one.</p><p>In the past, China has basically followed others in terms of technology, but this time, China is the most likely to become one of the leaders. This is because the digital economy has been established as a key industry for national development and support. More importantly, China's strength in the digital economy has greatly improved. Even though it still lags behind the United States in some key technology areas, its advantages compared with most countries in the world are still very obvious.</p><p>Although there are many companies in the A-share market that are riding the wave of concepts, overall, it is highly likely that China will produce corresponding true bull stocks due to this technological revolution, which undoubtedly provides a greater possibility for a bull market. At least from a financial perspective, this technological revolution, with its broad growth prospects and expected returns, can easily attract incremental funds into the stock market.</p><p>As investors, we need to pay more attention to this quarterly report, because it will not only confirm the degree of recovery of the domestic economy, but also become an important basis for predicting the future performance of the economy and listed companies, as well as evidence to verify the entry of incremental funds into the stock market. Although not everything has been released yet, and it is not advisable to draw conclusions too early, given that there is no longer any disruption from the epidemic this year, it is at least certain that overall it will only be better than the same period last year.</p><p>If the final result is indeed like this, it is only a matter of time before the Shanghai Composite Index breaks through the previous month's high.</p><p><strong>There is no doubt that the market will continue to bull.</strong></p><p>There's a famous saying in the investment world:<strong>The future is more important than the past</strong></p><p>This means that the most important factor in whether the stock market will rise or fall is expectations.</p><p>One thing that has struck me most about review over the past year is that it all happened in October last year, when US stocks fell to their lowest point for the year, and A-shares and Hong Kong stocks also bottomed out in that month.</p><p>If we look at it from a simple linear perspective, the US federal interest rate was not very high at that time, and the economy was still very strong, so why did it fall to a low level so early? With the domestic epidemic and economic pressures so great that there were even rumors of a confidence crisis in foreign capital, the rapid decline is understandable, but why did it rebound so strongly in just a few days? Shouldn't it continue to fall?</p><p><strong>In fact, the stock market has another characteristic: it reacts to the real economy in advance. This reaction usually takes six months, and the process is also affected by other factors, which can be accelerated or slowed down.</strong></p><p>The bottom of the Chinese and American stock markets in October last year was influenced by this pattern, and it is now being verified step by step. First, there is the rate hike behavior of the United States. If it ends as scheduled in May this year, it will be exactly six months from October last year. Secondly, in China, that rapid decline did indeed bottom out ahead of schedule. Of course, the easing of the pandemic in November was also the most important factor in the stock market rebound. If the lockdown had continued, the rebound would not have arrived so quickly.</p><p>Regardless of the circumstances, the possibility of the stock market, whether A-shares, Hong Kong stocks, or US stocks, returning to last year's bottom is slim. Not to mention the domestic economic recovery and loose liquidity, even if the US stock market enters a \"profit-killing\" phase, it is unlikely to happen unless the performance of listed companies collapses on a large scale. When bank stocks crashed in March, it triggered a wave of panic, but so far, the expected collapse has not occurred. Instead, the performance of large banks like JPMorgan Chase has increased significantly. In terms of indices, the Dow Jones Industrial Average, which was the hardest hit, fluctuated by around 10%, while the Nasdaq and S&P 500 were far below 10%, and all three major indices had fully recovered their March losses and risen significantly.</p><p>It can be said that the biggest macroeconomic risk right now is the US economic recession. If we reflect the future characteristics of the stock market in advance, we are trading now six months from now. In other words, the stock market is pricing in a recession six months from now. Of course, whether it will be fully priced depends on other economic and listed company data, as well as the release of subsequent policies. If these data decline beyond expectations, the stock market will still follow suit. If it meets expectations, the stock market can remain flat. However, if it improves beyond expectations, a rebound could occur at any time.</p><p>If we consider the two factors mentioned earlier—economic fundamentals and liquidity—the tightening of liquidity in US stocks is basically priced in by the market. The only downside is waiting for the economy to bottom out. The situation in China is better, because our economic fundamentals have bottomed out and are in a recovery phase.</p><p><strong>epilogue</strong></p><p>If last year was the moment of collapse for global capital markets, then this year's upward resonance in global capital markets is probably the most anticipated and highly probable event.</p><p>Currently, signs of a bull market may not be very obvious, because apart from the AI sector, other sectors are still relatively low-key and need some catalysts and time. But just as a wind rises from a drizzle and a wave forms from a gentle ripple, the stock market won't directly tell you that a bull market is coming. However, since expectations for the future are positive and valuations are low, keeping a low profile is actually a good thing, which is equivalent to giving investors an opportunity to get on board. If it's already skyrocketing, there's no chance.</p><p>Chinese people often say that adversity leads to turnaround, and the same applies to the stock market. If one sentence suffices to describe this year's stock market investment strategy, it is:</p><p><strong>Don't miss this bull market!</strong></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't miss this bull market.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon't miss this bull market.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time smaller\">2023-04-16 18:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The economy still seems somewhat sluggish, but the stock market is eager to heat up.</p><p>After more than a month of adjustment, the Shanghai Composite Index once again approached the high of March 7 last Friday and showed signs of breaking through, while the turnover of A-shares exceeded 1 trillion yuan for nine consecutive trading days.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf2ddeaaf9c0cf410a1d4bebe3f835e3\" tg-width=\"560\" tg-height=\"240\"/></p><p>Coincidentally, even the S&P 500, which has been heavily affected by the US economic recession, has quietly approached the high level of February 2.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/182ff406e03a8e27b8016acc2b1653c4\" tg-width=\"560\" tg-height=\"240\"/></p><p>The stock market has the keenest sense of smell, and capital doesn't lie. The fact that it continues to rise already speaks volumes.</p><p>That's our simple view on the market in 2023:<strong>Don't miss this bull market.</strong></p><p><strong>macro aspect</strong></p><p>Every bull market is predicated on a super low.</p><p>Every investor can feel what a low point 2022 was. With the recurring pandemic, economic downturn, ongoing external wars, and frenzied rate hike, the capital market is truly suffering greatly.</p><p>But everything comes to an end, and several major macroeconomic risks have now basically reversed or are about to reverse. First, there's the Russia-Ukraine war, which has already weakened the capital market. Second, the pandemic has become insignificant. The only thing that's bad now is the global rate hike, especially the official end of the Federal Reserve. Fortunately, this end is already clearly visible, just a matter of official announcement at the May meeting.</p><p>There are two fundamental factors affecting the stock market. One is...<strong>Economic fundamentals,</strong>One is<strong>Liquidity.</strong></p><p><strong>In terms of domestic economic fundamentals, recovery is a foregone conclusion.</strong>On the surface, domestic macroeconomic data does not seem too exciting, but signs of improvement are gradually emerging, especially in terms of consumption. With the May Day holiday approaching, booking data for travel, flights and hotels has strengthened the logic of consumption recovery. The market is now waiting for the macroeconomic data for the first quarter of 2023 to be released in two days. Considering that there was a wave of widespread infection after the epidemic was lifted at the beginning of the year, the data may not be very strong, but it is basically predictable. This should be considered the bottom of this year.</p><p><strong>Externally, a US economic recession is highly likely.</strong>This will have a negative impact on China's exports. As China's third-largest trading partner, China's exports to the United States still reached $536.8 billion despite such difficult circumstances in 2022. However, China itself is also expanding its ties with other economies around the world in an effort to offset the negative impact of the United States. Looking at a longer timeframe, even if a US recession is expected to arrive, according to Federal Reserve officials, the impact will mainly be this year, with a recovery expected in the next two years. So, once we get through this year, we'll basically be fine.</p><p>While there will indeed be some disturbances in China's economic fundamentals in the short term, there is no reason to be pessimistic in the medium to long term, nor is it likely to fall back to last year's low levels. Even if some deep-seated problems, such as great power rivalry and technological innovation, are not resolved immediately, fortunately, these problems will not worsen again, and the country is working hard to break through step by step.</p><p><strong>In terms of liquidity, China's CPI remained low, at only 0.7% in March, which seems to indicate that the economy still needs a stronger recovery, but conversely, it increases the possibility of stimulating the economy and continuing monetary easing.</strong>In fact, there has been significant easing at the monetary level, especially in the recently released social financing and M2 data. However, the transmission from the monetary level to the economy will take time. In addition, the Federal Reserve's aggressive rate hike is gradually coming to an end, providing more room for our monetary policy to maneuver.</p><p>The macroeconomy is in a recovery phase, and the general direction of liquidity is loose. A bull market in the stock market provides the most basic support.</p><p><strong>microscopic plane</strong></p><p>At the micro level, the main focus is on corporate profitability, which coincides with the collective release of first-quarter reports by listed companies.</p><p>As of today, more than 200 A-share companies have released their first-quarter earnings forecasts. Among them, consumer stocks Langzi Fashion and Yanjing Beer have seen very strong growth. Langzi Fashion's net profit attributable to the parent company has increased by 377-566 times year-on-year, while Yanjing Beer has increased by 71-75 times year-on-year. Although it may seem extreme, it also represents a strong rebound in consumer stocks from being suppressed by the pandemic last year to this year after the pandemic was lifted. And<strong>Technology stocks, represented by semiconductors, also showed strong growth momentum.</strong>A typical example is semiconductor equipment manufacturer North China Electronics, which expects its net profit attributable to the parent company to increase by 1.71-2 times year-on-year.</p><p>In our articles at the beginning of the year, we mentioned investment opportunities in semiconductors several times. However, at that time, it was mainly based on the fact that the semiconductor inventory cycle bottomed out in the first half of this year and entered an upward channel in the second half of the year, which was based on the logic of cyclical reversal. The subsequent chatGPT craze accelerated the cyclical reversal of the semiconductor industry. More importantly, the popularity of chatGPT also marked the beginning of a new round of technological revolution led by AI. This technological revolution, which can rival mechanization, electrification and informatization, and is even larger in scale, has brought new growth space to the technology industry, including semiconductors, and a new blue ocean has slowly unfolded.</p><p>This is also why we keep repeating this year's investment theme: the digital economy is definitely the biggest one.</p><p>In the past, China has basically followed others in terms of technology, but this time, China is the most likely to become one of the leaders. This is because the digital economy has been established as a key industry for national development and support. More importantly, China's strength in the digital economy has greatly improved. Even though it still lags behind the United States in some key technology areas, its advantages compared with most countries in the world are still very obvious.</p><p>Although there are many companies in the A-share market that are riding the wave of concepts, overall, it is highly likely that China will produce corresponding true bull stocks due to this technological revolution, which undoubtedly provides a greater possibility for a bull market. At least from a financial perspective, this technological revolution, with its broad growth prospects and expected returns, can easily attract incremental funds into the stock market.</p><p>As investors, we need to pay more attention to this quarterly report, because it will not only confirm the degree of recovery of the domestic economy, but also become an important basis for predicting the future performance of the economy and listed companies, as well as evidence to verify the entry of incremental funds into the stock market. Although not everything has been released yet, and it is not advisable to draw conclusions too early, given that there is no longer any disruption from the epidemic this year, it is at least certain that overall it will only be better than the same period last year.</p><p>If the final result is indeed like this, it is only a matter of time before the Shanghai Composite Index breaks through the previous month's high.</p><p><strong>There is no doubt that the market will continue to bull.</strong></p><p>There's a famous saying in the investment world:<strong>The future is more important than the past</strong></p><p>This means that the most important factor in whether the stock market will rise or fall is expectations.</p><p>One thing that has struck me most about review over the past year is that it all happened in October last year, when US stocks fell to their lowest point for the year, and A-shares and Hong Kong stocks also bottomed out in that month.</p><p>If we look at it from a simple linear perspective, the US federal interest rate was not very high at that time, and the economy was still very strong, so why did it fall to a low level so early? With the domestic epidemic and economic pressures so great that there were even rumors of a confidence crisis in foreign capital, the rapid decline is understandable, but why did it rebound so strongly in just a few days? Shouldn't it continue to fall?</p><p><strong>In fact, the stock market has another characteristic: it reacts to the real economy in advance. This reaction usually takes six months, and the process is also affected by other factors, which can be accelerated or slowed down.</strong></p><p>The bottom of the Chinese and American stock markets in October last year was influenced by this pattern, and it is now being verified step by step. First, there is the rate hike behavior of the United States. If it ends as scheduled in May this year, it will be exactly six months from October last year. Secondly, in China, that rapid decline did indeed bottom out ahead of schedule. Of course, the easing of the pandemic in November was also the most important factor in the stock market rebound. If the lockdown had continued, the rebound would not have arrived so quickly.</p><p>Regardless of the circumstances, the possibility of the stock market, whether A-shares, Hong Kong stocks, or US stocks, returning to last year's bottom is slim. Not to mention the domestic economic recovery and loose liquidity, even if the US stock market enters a \"profit-killing\" phase, it is unlikely to happen unless the performance of listed companies collapses on a large scale. When bank stocks crashed in March, it triggered a wave of panic, but so far, the expected collapse has not occurred. Instead, the performance of large banks like JPMorgan Chase has increased significantly. In terms of indices, the Dow Jones Industrial Average, which was the hardest hit, fluctuated by around 10%, while the Nasdaq and S&P 500 were far below 10%, and all three major indices had fully recovered their March losses and risen significantly.</p><p>It can be said that the biggest macroeconomic risk right now is the US economic recession. If we reflect the future characteristics of the stock market in advance, we are trading now six months from now. In other words, the stock market is pricing in a recession six months from now. Of course, whether it will be fully priced depends on other economic and listed company data, as well as the release of subsequent policies. If these data decline beyond expectations, the stock market will still follow suit. If it meets expectations, the stock market can remain flat. However, if it improves beyond expectations, a rebound could occur at any time.</p><p>If we consider the two factors mentioned earlier—economic fundamentals and liquidity—the tightening of liquidity in US stocks is basically priced in by the market. The only downside is waiting for the economy to bottom out. The situation in China is better, because our economic fundamentals have bottomed out and are in a recovery phase.</p><p><strong>epilogue</strong></p><p>If last year was the moment of collapse for global capital markets, then this year's upward resonance in global capital markets is probably the most anticipated and highly probable event.</p><p>Currently, signs of a bull market may not be very obvious, because apart from the AI sector, other sectors are still relatively low-key and need some catalysts and time. But just as a wind rises from a drizzle and a wave forms from a gentle ripple, the stock market won't directly tell you that a bull market is coming. However, since expectations for the future are positive and valuations are low, keeping a low profile is actually a good thing, which is equivalent to giving investors an opportunity to get on board. If it's already skyrocketing, there's no chance.</p><p>Chinese people often say that adversity leads to turnaround, and the same applies to the stock market. If one sentence suffices to describe this year's stock market investment strategy, it is:</p><p><strong>Don't miss this bull market!</strong></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","relate_stocks":{".SPX":"S&P 500 Index","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102189876","content_text":"经济似乎还略显冷意，但股市已经迫不及待要热起来。经过一个多月的调整，上周五上证指数再一次逼近3月7日的高位，并显示要突破的态势，而A股成交额更是连续9个交易日超越1万亿。无独有偶，即使是深受美国经济衰退影响的标普指数，也已经悄无声息地逼近2月2日的高位。股市的嗅觉最灵敏，资本也不会骗人，持续向上攻的事实，已经说明问题。那就是我们对于2023年市场的一个简单观点：不要错过这一轮牛市。宏观面每一轮牛市的发生，都有一个超级低谷作为前提。2022年是何等的低谷，每一个投资者都能感受得到。疫情反复、经济下滑，外围战事不断、加息疯狂，资本市场真的是苦不堪言。但任何事都会有了结的时刻，几个大的宏观风险，现在基本已经或者即将反转。首先是俄乌战争，资本市场早已钝化，其次是疫情也已经无关痛痒，现在唯一差的，就是全球的加息，尤其是美联储的正式结束。幸运的是，这个结束已经清晰可见，只差5月份会议的官宣。影响股市的两个基本因素，一个是经济基本面，一个是流动性。国内的经济基本面，复苏已成定局，表面上看国内的宏观经济数据似乎并没有太令人激动，但好转的迹象正在一步步呈现，特别是消费层面，“五一”将至，旅游机票酒店的预定数据增强了消费回暖的逻辑。现在市场都在等待两天后公布的2023年一季度的宏观经济数据，考虑到年初疫情放开后出现过一轮全民感染，数据未必很强劲，但基本也可以预见，这应该算是今年的底部了。外围方面，美国经济衰退大概率会出现，对于中国出口会有负面作用。因为作为中国第三大贸易伙伴，2022年如此艰难的情况下，中国出口美国依然高达5368亿美元。不过，中国本身也在扩大和全球其他经济体的联系，努力对冲美国的负面影响。而拉长时间看，即使美国衰退预约而至，根据美联储官员的预计，影响主要在今年，明后两年会走向复苏。所以，熬过今年基本也就没事了。对于中国经济基本面，短期看确实会有一些扰动，但中长期确实没有理由悲观，也不可能再下探到去年的低位。即使一些深层次的问题，例如大国博弈、科技创新，不会马上得到解决，可幸的是，这些问题也不至于再度恶化，而且国家也在努力一步步突围。流动性方面，中国的CPI维持在较低的位置，3月份只有0.7%，这似乎预示着经济仍有待更强劲的复苏，但反过来说，为刺激经济以及继续宽松货币增加更多的可能性。实际上，货币层面已经看到明显的宽松，特别是不久前公布的社融、M2数据，只不过从货币层面到经济的传导需要时间。另外，美联储的激进加息一步步走向终结，也为我们的货币政策提供更多的施展空间。宏观经济处于复苏通道，流动性的大方向是宽松，股市走牛，就有了最基本的支持。微观面微观层面，主要是企业的盈利，恰逢上市公司集体披露一季报。截至今天，A股披露一季度业绩预告的公司超过200家，其中消费股的朗姿股份、燕京啤酒增长非常强劲，其中朗姿股份归母净利润同比增长达到377-566倍，燕京啤酒同比增长71-75倍。虽然看上去极端，但也代表了消费股从去年被疫情压制，到今年放开疫情后强势的反弹态势。而以半导体为代表的科技股，同样显示出强劲的增长态势。典型的是半导体设备商北方华创，预计归母净利润同比增长1.71--2倍。在年初的文章中，我们就多次提及半导体的投资机会，不过彼时主要是基于半导体的库存周期在今年上半年见底，下半年进入上升通道，炒的是周期反转的逻辑。其后出现的chatGPT热潮，加速了半导体的周期反转，更重要的是，chatGPT的大热，也标志着以AI为首的新一轮技术革命进入快车道，这个可以比肩机械化、电气化和信息化，而且比它们规模更大的技术革命，给包括半导体在内的科技行业带来新的增长空间，一个新的蓝海序幕已经徐徐展开。这也是我们不断重复今年的投资主线，数字经济必定是最大的一个的理由。如果说以往中国在科技方面基本都是跟着别人走，但这一次，中国是最有希望成为其中一位领跑者，因为数字经济已经被确立为国家重点发展和扶持的产业，更重要的是，中国在数字经济方面的实力已经大大提高，即使在一些关键技术领域和美国尚有差距，但和全球大部分国家相比，优势还是很明显。虽然A股上也存在不少蹭概念的公司，但总体上看，这一个技术革命，中国出现相对应的真牛股是大概率的，这无疑也为股市走牛提供了更大的可能性。至少从资金面上看，这种拥有广阔增长前景和预期收益的技术革命，是很容易吸引增量资金进入股市的。作为投资者，需要更多地关注这一次的季报，因为这不但会印证国内经济的复苏程度，也会成为预测接下来经济以及上市公司业绩的重要依据，还是验证增量资金进入股市的证据。虽然现在尚未全部公布，过早下结论不可取，但鉴于今年没有已经没有疫情扰动，至少可以肯定，整体上比起去年同期，只会好不会差。而如果最后的结果确实如此的话，上证突围前月高点，只是时间问题。后市走牛无悬念投资界有句名言：未来比过去重要。意思是，股市后面是涨是跌，最重要的是预期。复盘过去一年，有一点是笔者体会最为深刻的，都发生去年10月，美股跌入年内低点，A股港股也是在那个月见底。如果简单的线性思维去看，那时美国的联邦利率并没有很高，经济也还很强劲，但为何早早就跌入低位呢？而国内疫情压力、经济压力又那么大，甚至一度传出外资出现信心危机，快速下跌可以理解，但为何没过几天就强力反弹了呢？难道不应该继续下跌吗？实际上，股市还有另一个特征，就是提前对实体经济做出反应，这种反应通常以半年为常，而且过程当中还会受其他因素的影响，可以加快也可以减慢。去年10月份中美股市的底部，就受到这个规律的影响，现在也一步步得到验证，首先是美国的加息行为，如果今年5月份如期结束，距离去年10月份，正好半年；其次是中国，那一次快速下跌，确实起到了提前见底的作用，当然，11月疫情放开是股市反弹也是最重要的一个因素，如果继续封控，反弹未至于那么快到来。但不管如何，想要股市，不管是A股、港股还是美股，回到去年的底部位置，可能性都不高了，国内经济复苏，流动性宽松就不说了，即使是美股进入“杀盈利”阶段，除非上市公司业绩大面积崩溃，否则很难会出现。3月份银行股暴雷的时候，曾经引发过一轮恐慌，但到现在为止，也没有出现预期中的崩溃现象，摩根大通这种大银行业绩反而大增。指数方面，最受伤的道琼斯波幅在10%左右，而纳斯达克、标普500远低于10%，并且三大指数都已经完全收复3月份跌幅并上涨不少。可以说，现在最大的宏观风险只是美国的经济衰退，如果按照股市提前反应未来的特征，现在交易的正是半年之后。换句话说，股市正在定价半年之后的经济衰退。当然，是否完全定价还有待于其他经济、上市公司数据，以及后续政策的公布，如果这些数据超预期下滑，那股市还是会跟着，如果符合预期，那股市可以持平，但如果超预期向好，反弹就会随时发生。如果用前文所说的两个因素——经济基本面和流动性，美股的流动性紧缩基本被市场定价，唯一差的就是等经济面见底。而中国的情况，要更好一些，因为我们的经济基本面已经见底，并处于回升阶段。结语如果说去年是全球资本市场的崩溃时刻，那今年出现全球资本市场向上共振，应该是最值得期待，也是大概率的事情。现在看，后市走牛的迹象可能还不至于很明显，因为除了AI板块，其他板块都还相对低调，需要一些催化因素，也需要一些时日。但正如风起于青萍之末，浪成于微澜之间，股市不会直接告诉你牛市来了，但既然对于未来的预期向好，估值上又处于低位，表现低调反而是好事，这等于给了投资者上车的机会。如果已经狂飙起来了，机会就没有了。中国人常常说否极泰来，放在股市也是如此。如果说对于今年股市的投资策略，一句话足矣，那就是：不要错过这一轮牛市！","news_type":1,"symbols_score_info":{"000001.SH":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945470168,"gmtCreate":1681571682155,"gmtModify":1681571685708,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582685386479633","authorIdStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945470168","repostId":"2327143338","repostType":2,"repost":{"id":"2327143338","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1681560753,"share":"https://ttm.financial/m/news/2327143338?lang=en_US&edition=fundamental","pubTime":"2023-04-15 20:12","market":"us","language":"zh","title":"A key step in Musk's \"Mars program\": SpaceX \"Starship\" test launch next week","url":"https://stock-news.laohu8.com/highlight/detail?id=2327143338","media":"华尔街见闻","summary":"发射地点为SpaceX位于德州Boca Chica的“星际基地”，时间定在当地时间4月17日（周一）早上7点，届时将会全球直播。马斯克 “送人类移民火星”的梦想到了关键一步。当地时间周五，美国联邦航空","content":"<p><html><head></head><body>The launch will take place at SpaceX's Starbase in Boca Chica, Texas, at 7:00 a.m. local time on Monday, April 17, and will be broadcast live globally. Musk's dream of \"sending humans to colonize Mars\" has reached a crucial step.</p><p>On Friday local time, the U.S. Federal Aviation Administration (FAA) issued a license allowing SpaceX's Starship, a super-heavy launch vehicle, to conduct its first launch test.</p><p>The launch will take place at SpaceX's Starbase in Boca Chica, Texas, at 7:00 a.m. local time on Monday, April 17, and will be broadcast live globally. SpaceX says it will have a 150-minute launch window.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6e1aabea04d20a1de7445eb011cb1c8\" tg-width=\"640\" tg-height=\"548\"/></p><p>In a statement, the FAA said, \"After a comprehensive licensing evaluation process, the FAA believes SpaceX meets all safety, environmental, policy, payload, airspace integration, and financial responsibility requirements.\" The FAA added that the license is valid for five years.</p><p>It is reported that the Starship launched this time is the tallest rocket system in human history. Together, the Starship and the super-heavy rocket reach a height of 394 feet (about 120 meters), which is taller than the previous lunar rocket Saturn 5 (and the only manned rocket to fly past Earth orbit).</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c00edd49ba3d589c2836b3cb2eaa05a\" tg-width=\"517\" tg-height=\"593\"/></p><p>In addition, Starship (the passenger part) is fully reusable, as SpaceX promised to reduce costs.</p><p>Barring any unforeseen circumstances, the Starship will lift off from the Boca Chica base carrying a heavy-duty launch vehicle called Super Heavy. After completing its initial climb, Super Heavy will detach from the Starship and fall under control into the Gulf of Mexico.</p><p>Meanwhile, according to a document submitted to the U.S. Federal Communications Commission, Starship will continue its journey, arcing through space in Earth orbit before landing near the coast of Hawaii.<a href=\"https://laohu8.com/S/601099\">Pacific Ocean</a>。</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>A key step in Musk's \"Mars program\": SpaceX \"Starship\" test launch next week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA key step in Musk's \"Mars program\": SpaceX \"Starship\" test launch next week\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2023-04-15 20:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The launch will take place at SpaceX's Starbase in Boca Chica, Texas, at 7:00 a.m. local time on Monday, April 17, and will be broadcast live globally. Musk's dream of \"sending humans to colonize Mars\" has reached a crucial step.</p><p>On Friday local time, the U.S. Federal Aviation Administration (FAA) issued a license allowing SpaceX's Starship, a super-heavy launch vehicle, to conduct its first launch test.</p><p>The launch will take place at SpaceX's Starbase in Boca Chica, Texas, at 7:00 a.m. local time on Monday, April 17, and will be broadcast live globally. SpaceX says it will have a 150-minute launch window.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6e1aabea04d20a1de7445eb011cb1c8\" tg-width=\"640\" tg-height=\"548\"/></p><p>In a statement, the FAA said, \"After a comprehensive licensing evaluation process, the FAA believes SpaceX meets all safety, environmental, policy, payload, airspace integration, and financial responsibility requirements.\" The FAA added that the license is valid for five years.</p><p>It is reported that the Starship launched this time is the tallest rocket system in human history. Together, the Starship and the super-heavy rocket reach a height of 394 feet (about 120 meters), which is taller than the previous lunar rocket Saturn 5 (and the only manned rocket to fly past Earth orbit).</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c00edd49ba3d589c2836b3cb2eaa05a\" tg-width=\"517\" tg-height=\"593\"/></p><p>In addition, Starship (the passenger part) is fully reusable, as SpaceX promised to reduce costs.</p><p>Barring any unforeseen circumstances, the Starship will lift off from the Boca Chica base carrying a heavy-duty launch vehicle called Super Heavy. After completing its initial climb, Super Heavy will detach from the Starship and fall under control into the Gulf of Mexico.</p><p>Meanwhile, according to a document submitted to the U.S. Federal Communications Commission, Starship will continue its journey, arcing through space in Earth orbit before landing near the coast of Hawaii.<a href=\"https://laohu8.com/S/601099\">Pacific Ocean</a>。</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5ce7edd5f87306c0e8062bd108670952","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4581":"高盛持仓","TSLA":"特斯拉","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4585":"ETF&股票定投概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4548":"巴美列捷福持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327143338","content_text":"发射地点为SpaceX位于德州Boca Chica的“星际基地”，时间定在当地时间4月17日（周一）早上7点，届时将会全球直播。马斯克 “送人类移民火星”的梦想到了关键一步。当地时间周五，美国联邦航空管理局（FAA）颁发许可证，允许马斯克旗下太空探索技术公司SpaceX旗下搭载超重型运载火箭的“星舰”（ Starship）进行首次发射测试。发射地点为SpaceX位于德州Boca Chica的“星际基地”，时间定在当地时间4月17日（周一）早上7点，届时将会全球直播。SpaceX表示，它将有一个时长150分钟的发射窗口。 FAA在一份声明中表示：“经过全面的许可评估过程，FAA认为SpaceX符合所有安全、环境、政策、有效载荷、空域整合和财务责任要求。”FAA还补充说，该许可证有效期为五年。据悉，本次发射的“星舰”是人类历史上最高的火箭系统。“星舰”和超重火箭加在一起，高度达到394英尺（约120米），这比曾经的登月火箭土星5号（也是唯一一艘载人飞越地球轨道的火箭）还要高。另外，星舰（载客部分）完全可重复使用，正如SpaceX 承诺的那样，以降低成本。如果不出意外的话，“星舰”搭载一个名为Super Heavy的重型运载火箭，从Boca Chica基地升空。在完成最初的爬升后，Super Heavy 将脱离 “星舰”并在控制下掉进墨西哥湾。与此同时，根据提交给美国联邦通信委员会的一份文件，“星舰”将继续前进并在地球轨道上以弧形穿过太空，然后降落在夏威夷海岸附近的太平洋。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":108996205,"gmtCreate":1619971520707,"gmtModify":1704336891643,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582685386479633","idStr":"3582685386479633"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/108996205","repostId":"1170908014","repostType":4,"repost":{"id":"1170908014","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":1618906754,"share":"https://ttm.financial/m/news/1170908014?lang=en_US&edition=fundamental","pubTime":"2021-04-20 16:19","market":"hk","language":"zh","title":"Reminder: A-shares will be closed for three days on May Day, while Hong Kong and US stocks will trade as usual.","url":"https://stock-news.laohu8.com/highlight/detail?id=1170908014","media":"老虎资讯综合","summary":"五一小长假即将要来临了，值得一提的是，今年五一劳动节继续连休五天。关于五一股市安排方面，也是投资者们关注的焦点，下面一起来看看2021年五一股市休市几天？A股：5月1日（周六）至5月5日（周三）休市，","content":"<p>The May Day holiday is just around the corner, and it's worth mentioning that this year's May Day holiday will continue for five consecutive days. The stock market arrangements for the May Day holiday are also a focus of attention for investors. Let's take a look at how many days the stock market will be closed for the May Day holiday in 2021.<img src=\"https://static.tigerbbs.com/9dcfc9f46149ed58e89371cfb512c504\" tg-width=\"976\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A-shares:</b></p><p>The market will be closed from May 1st (Saturday) to May 5th (Wednesday), and will reopen as usual from May 6th (Thursday).</p><p><b>Hong Kong stocks:</b></p><p>Trade as usual.</p><p><b>US stocks:</b></p><p>Trade as usual.</p><p><b>UK stocks:</b></p><p>May 3rd (Monday) is Bank holiday, a traditional British holiday, and the UK stock market will be closed for one day.</p><p><b>Singapore Market:</b></p><p>Trade as usual.</p><p><b>Australian market:</b></p><p>Trade as usual.</p><p><b>Shanghai-Hong Kong Stock Connect and Shenzhen-Hong</b></p><p>It will be closed from May 1st (Saturday) to May 5th (Wednesday), and will reopen as usual from May 6th (Thursday).</p><p><b>Hong Kong Stock Connect:</b></p><p>It will be closed from April 29 (Thursday) to May 5 (Wednesday), and will reopen as usual from May 6 (Thursday).</p><p>Wishing all our most beautiful workers a happy, peaceful, and joyful May Day!<img src=\"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9\" tg-width=\"674\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></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>Reminder: A-shares will be closed for three days on May Day, while Hong Kong and US stocks will trade as usual.</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\">\nReminder: A-shares will be closed for three days on May Day, while Hong Kong and US stocks will trade as usual.\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\">2021-04-20 16:19</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The May Day holiday is just around the corner, and it's worth mentioning that this year's May Day holiday will continue for five consecutive days. The stock market arrangements for the May Day holiday are also a focus of attention for investors. Let's take a look at how many days the stock market will be closed for the May Day holiday in 2021.<img src=\"https://static.tigerbbs.com/9dcfc9f46149ed58e89371cfb512c504\" tg-width=\"976\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A-shares:</b></p><p>The market will be closed from May 1st (Saturday) to May 5th (Wednesday), and will reopen as usual from May 6th (Thursday).</p><p><b>Hong Kong stocks:</b></p><p>Trade as usual.</p><p><b>US stocks:</b></p><p>Trade as usual.</p><p><b>UK stocks:</b></p><p>May 3rd (Monday) is Bank holiday, a traditional British holiday, and the UK stock market will be closed for one day.</p><p><b>Singapore Market:</b></p><p>Trade as usual.</p><p><b>Australian market:</b></p><p>Trade as usual.</p><p><b>Shanghai-Hong Kong Stock Connect and Shenzhen-Hong</b></p><p>It will be closed from May 1st (Saturday) to May 5th (Wednesday), and will reopen as usual from May 6th (Thursday).</p><p><b>Hong Kong Stock Connect:</b></p><p>It will be closed from April 29 (Thursday) to May 5 (Wednesday), and will reopen as usual from May 6 (Thursday).</p><p>Wishing all our most beautiful workers a happy, peaceful, and joyful May Day!<img src=\"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9\" tg-width=\"674\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170908014","content_text":"五一小长假即将要来临了，值得一提的是，今年五一劳动节继续连休五天。关于五一股市安排方面，也是投资者们关注的焦点，下面一起来看看2021年五一股市休市几天？A股：5月1日（周六）至5月5日（周三）休市，5月6日（周四）起照常开市。港股：照常交易。美股：照常交易。英股：5月3日（周一）为英国传统节日Bank holiday，英股休市一日新加坡市场：照常交易。澳大利亚市场：照常交易。沪股通、深股通：5月1日（周六）至5月5日（周三）关闭，5月6日（周四）起照常开通。港股通：4月29日（周四）至5月5日（周三）关闭，5月6日（周四）起照常开通。祝各位最美劳动者五一节日快乐，平安喜乐！","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922596333,"gmtCreate":1671793634023,"gmtModify":1676538594550,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582685386479633","idStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9922596333","repostId":"1160777906","repostType":4,"repost":{"id":"1160777906","kind":"news","weMediaInfo":{"introduction":"提供即時金融資訊、行情、數據，旨在幫助投資者理解世界，做投資決策。","home_visible":1,"media_name":"老虎資訊","id":"1059071526","head_image":"https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672011755,"share":"https://ttm.financial/m/news/1160777906?lang=en_US&edition=fundamental","pubTime":"2022-12-26 07:42","market":"hk","language":"zh","title":"Tip: The Christmas holidays are here, here's a list of trading market closing hours.","url":"https://stock-news.laohu8.com/highlight/detail?id=1160777906","media":"老虎資訊","summary":"尊敬的投資者：聖誕節長假期已經來到，美股、港股等市場的交易活動會受到影響。請留意股市休市時間，並提前安排好您的投資計劃。聖誕節期間股市交易安排美股：2022年12月26日（週一）休市。港股：2022年","content":"<p><html><head></head><body><b>Dear Investors:</b></p><p>With the Christmas holiday approaching, trading activities in markets such as the US and Hong Kong stock markets will be affected. Please pay attention to stock market closing times and plan your investment plans in advance.</p><p>Stock market trading arrangements during Christmas</p><p><b>US stocks:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p><b>Hong Kong stocks:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p>The market will be closed on Tuesday, December 27, 2022.</p><p><b>Singapore Stock Market:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p><b>Australian Market:</b></p><p>Except for Boxing Day, the Australian market will be closed on Monday, December 26, 2022 and Tuesday, December 27, 2022 local time.</p><p><b>New Zealand market:</b></p><p>Except for Boxing Day, the New Zealand market will be closed on Monday, December 26, 2022 and Tuesday, December 27, 2022 local time.</p><p><b>Shanghai and Shenzhen stock markets:</b></p><p>The Shanghai and Shenzhen stock exchanges traded as usual.</p><p><b>Shanghai-Hong Kong Stock Connect and Shenzhen-Hong</b></p><p>No service will be available on Monday, December 26, 2022.</p><p>No service will be available on Tuesday, December 27, 2022.</p><p><b>Hong Kong Stock Connect:</b></p><p>No service will be available on Monday, December 26, 2022.</p><p>No service will be available on Tuesday, December 27, 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>Tip: The Christmas holidays are here, here's a list of trading market closing hours.</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\">\nTip: The Christmas holidays are here, here's a list of trading market closing hours.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059071526\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎資訊 </p>\n<p class=\"h-time smaller\">2022-12-26 07:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Dear Investors:</b></p><p>With the Christmas holiday approaching, trading activities in markets such as the US and Hong Kong stock markets will be affected. Please pay attention to stock market closing times and plan your investment plans in advance.</p><p>Stock market trading arrangements during Christmas</p><p><b>US stocks:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p><b>Hong Kong stocks:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p>The market will be closed on Tuesday, December 27, 2022.</p><p><b>Singapore Stock Market:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p><b>Australian Market:</b></p><p>Except for Boxing Day, the Australian market will be closed on Monday, December 26, 2022 and Tuesday, December 27, 2022 local time.</p><p><b>New Zealand market:</b></p><p>Except for Boxing Day, the New Zealand market will be closed on Monday, December 26, 2022 and Tuesday, December 27, 2022 local time.</p><p><b>Shanghai and Shenzhen stock markets:</b></p><p>The Shanghai and Shenzhen stock exchanges traded as usual.</p><p><b>Shanghai-Hong Kong Stock Connect and Shenzhen-Hong</b></p><p>No service will be available on Monday, December 26, 2022.</p><p>No service will be available on Tuesday, December 27, 2022.</p><p><b>Hong Kong Stock Connect:</b></p><p>No service will be available on Monday, December 26, 2022.</p><p>No service will be available on Tuesday, December 27, 2022.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e029cf8d7c318d1de45f38c9aaf8eeb7","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160777906","content_text":"尊敬的投資者：聖誕節長假期已經來到，美股、港股等市場的交易活動會受到影響。請留意股市休市時間，並提前安排好您的投資計劃。聖誕節期間股市交易安排美股：2022年12月26日（週一）休市。港股：2022年12月26日（週一）休市。2022年12月27日（週二）休市。新加坡股市：2022年12月26日（週一）休市。澳洲市場：除節禮日之外，澳洲市場將於當地時間2022年12月26日（週一）和 2022年12月27日（週二）休市。新西蘭市場：除節禮日之外，新西蘭市場將於當地時間2022年12月26日（週一）和2022年12月27日（週二）休市。滬深兩市：滬深兩市照常交易。滬股通、深股通：2022年12月26日（週一）不提供服務。2022年12月27日（週二）不提供服務。港股通：2022年12月26日（週一）不提供服務。2022年12月27日（週二）不提供服務。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926981671,"gmtCreate":1671446281893,"gmtModify":1676538537618,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582685386479633","idStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9926981671","repostId":"1176969984","repostType":4,"repost":{"id":"1176969984","kind":"news","pubTimestamp":1671444485,"share":"https://ttm.financial/m/news/1176969984?lang=en_US&edition=fundamental","pubTime":"2022-12-19 18:08","market":"us","language":"zh","title":"The reason for Powell's resolute hawkishness has been found! This indicator will be key to the Federal Reserve's policy direction in 2023.","url":"https://stock-news.laohu8.com/highlight/detail?id=1176969984","media":"金十数据","summary":"机构分析师认为，美联储收紧政策旨在为工资通胀螺旋上升未雨绸缪。美联储主席鲍威尔在抗通胀的征途中有了新的指引，这将使美国人的薪资水平成为明年货币政策的核心。鲍威尔在上个月布鲁金斯学会发表演讲时表示，他正","content":"<p><html><head></head><body>Institutional analysts believe that the Federal Reserve's tightening policy is intended to prepare for a spiral in wage inflation. Federal Reserve Chairman Jerome Powell has provided new guidance in the fight against inflation, which will...<b>Americans' wage levels become the core of monetary policy next year</b>。</p><p>In a speech at the Brookings Institution last month, Powell said he was looking for price indicators that covered all expenses, including healthcare, haircuts, and roadside motels. Given that wages are a particularly large cost for these service industries, \"the labor market is key to understanding this type of inflation.\"</p><p>Powell brought up this topic again after the Federal Reserve held its final interest rate decision of the year last Thursday. He pointed out that the current wage growth rate is \"far higher than the 2% inflation rate\".</p><p>The key question facing Federal Reserve officials is whether the rise in U.S. wage growth over the past 18 months or so has been a temporary phenomenon caused by companies adapting to labor shortages and realizing that employees are not being paid enough, or whether it reflects a vicious cycle in which prices and wages drive each other.</p><p>These signs indicate that the Federal Reserve is unwilling to take any risks and point to further tightening of policy. The Federal Reserve's forecast released last week indicated that the benchmark interest rate would peak at 5.1% next year, a higher-than-expected figure that triggered a stock market crash. Several Federal Reserve officials took an even more hawkish stance.</p><p>Derek Tang, an economist at LH Meyer in Washington, said:</p><p>\"The spiral of rising wage inflation is a precautionary measure, not a fact. Real wages are certainly not on an upward trend.\"<img src=\"https://static.tigerbbs.com/0ea64a883affe9c7e1afb981a8b39181\" tg-width=\"965\" tg-height=\"453\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>But he acknowledged that it was clear that Powell had begun to worry about the ongoing labor shortage and its impact on prices.</p><p><b>The U.S. labor market is particularly difficult to interpret at present.</b>This is because businesses are still dealing with the widespread damage caused by the COVID-19 pandemic.</p><p>In April 2020, the U.S. unemployment rate soared to nearly 15% before recovering rapidly. The current unemployment rate is 3.7%, which is still at a historical low. Growth in the U.S. labor supply appears to have stalled below pre-pandemic trends. The reasons are varied, including the large number of Americans retiring early, the persistent symptoms caused by the COVID-19 virus, the scarcity of care for children and the elderly, and the decrease in immigration.</p><p>Labor shortages give employees more bargaining power and prompt companies to raise wages as competition for recruitment intensifies. However, in most cases, workers can only barely keep up with the soaring cost of living. In the 12 months ending in September, total payroll costs for U.S. corporate employers increased by 5%, compared to 3.7% in the same period last year. However, real wages (adjusted for inflation) declined in both periods.</p><p><b>The Federal Reserve is cautious about wage growth.</b></p><p>Powell's latest favorite inflation indicator—core services inflation, excluding housing—is closely linked to wage growth.</p><p><img src=\"https://static.tigerbbs.com/06d352b596ef25cd8201bbf7b7a4f026\" tg-width=\"913\" tg-height=\"514\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The price surge during the COVID-19 pandemic initially appeared in consumer goods: due to delivery disruptions, goods were in short supply, and demand was high among Americans who had extra cash on hand but were stuck at home.</p><p>Subsequently, as the tightening of commodity prices eased, the service sector became a driver of inflation. The largest item in this category is housing, which is considered a service in the official price measurement. Currently, the house price index in 20 cities in the United States has fallen, and CPI readings usually lag behind rents by about 12 months. Therefore, the decline in housing service inflation seems to be a foregone conclusion.</p><p><b>In other service industries that the Federal Reserve is currently closely monitoring, wages typically account for a higher proportion of costs than in other industries.</b></p><p>One way to solve the problem of labor shortage in the United States is to bring a large number of unemployed workers back to work. But Federal Reserve officials are in no mood to wait and see if that will happen, as current inflation is three times their target. The Federal Reserve's latest forecasts indicate that higher borrowing costs will cool the economy, thereby slowing hiring and increasing unemployment.</p><p>New York Fed President Williams said in an interview last Friday:</p><p>“Wage growth has been very high because labor demand is very strong relative to available supply. As labor demand and supply reach a better balance, wage growth will be more in line with long-term trends and our 2% inflation target,” Williams said, adding that he saw no evidence of “the kind of wage inflation spiral we saw in the 1970s.” A recent historical study by the International Monetary Fund (IMF) indicates<b>This situation is rare.</b></p><p>Nevertheless,<b>The Federal Reserve is determined to rule out this possibility.</b>Moreover, based on its internal forecasts, there is uncertainty as to whether policymakers can rebalance the labor market as they wish without triggering an economic recession.</p><p>Federal Reserve officials expect economic growth to slow to 0.5% next year, while the unemployment rate will rise by nearly one percentage point to 4.6%, which could mean that more than 1 million Americans will lose their jobs. Even after this pain, inflation is expected to remain unexpectedly sticky, gradually slowing to 2% only by 2025.</p><p>Beth Ann Bovino, chief U.S. economist at S&P Global Ratings, said this may be due to the lagged impact of falling housing costs on the price index. Bovino said, \"The Federal Reserve still holds out hope for a soft landing, and perhaps they are right, but the chances are slim.\" She estimated<b>The unemployment rate may rise to 5.6% next year.</b></p><p>Regarding Powell's consistent emphasis on Inflation in services other than housing, Omair Sharif, founder of Inflation Insights LLC, sees ample evidence that wage growth is not the primary driver of Inflation. He said prices in this category were largely driven by increases in transportation and healthcare costs in the first half of this year, driven by a number of reasons, including a sudden surge in travel demand and a shift in the way health insurance costs are calculated. But now these factors have been reversed.</p><p>Sharif said that wages are not an important component of inflation. Although \"this is somehow deeply ingrained in everyone's mind and is universally regarded as the way things work.\"</p><p></body></html></p>","source":"jssj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The reason for Powell's resolute hawkishness has been found! This indicator will be key to the Federal Reserve's policy direction in 2023.</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 reason for Powell's resolute hawkishness has been found! This indicator will be key to the Federal Reserve's policy direction in 2023.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2022-12-19 18:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Institutional analysts believe that the Federal Reserve's tightening policy is intended to prepare for a spiral in wage inflation. Federal Reserve Chairman Jerome Powell has provided new guidance in the fight against inflation, which will...<b>Americans' wage levels become the core of monetary policy next year</b>。</p><p>In a speech at the Brookings Institution last month, Powell said he was looking for price indicators that covered all expenses, including healthcare, haircuts, and roadside motels. Given that wages are a particularly large cost for these service industries, \"the labor market is key to understanding this type of inflation.\"</p><p>Powell brought up this topic again after the Federal Reserve held its final interest rate decision of the year last Thursday. He pointed out that the current wage growth rate is \"far higher than the 2% inflation rate\".</p><p>The key question facing Federal Reserve officials is whether the rise in U.S. wage growth over the past 18 months or so has been a temporary phenomenon caused by companies adapting to labor shortages and realizing that employees are not being paid enough, or whether it reflects a vicious cycle in which prices and wages drive each other.</p><p>These signs indicate that the Federal Reserve is unwilling to take any risks and point to further tightening of policy. The Federal Reserve's forecast released last week indicated that the benchmark interest rate would peak at 5.1% next year, a higher-than-expected figure that triggered a stock market crash. Several Federal Reserve officials took an even more hawkish stance.</p><p>Derek Tang, an economist at LH Meyer in Washington, said:</p><p>\"The spiral of rising wage inflation is a precautionary measure, not a fact. Real wages are certainly not on an upward trend.\"<img src=\"https://static.tigerbbs.com/0ea64a883affe9c7e1afb981a8b39181\" tg-width=\"965\" tg-height=\"453\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>But he acknowledged that it was clear that Powell had begun to worry about the ongoing labor shortage and its impact on prices.</p><p><b>The U.S. labor market is particularly difficult to interpret at present.</b>This is because businesses are still dealing with the widespread damage caused by the COVID-19 pandemic.</p><p>In April 2020, the U.S. unemployment rate soared to nearly 15% before recovering rapidly. The current unemployment rate is 3.7%, which is still at a historical low. Growth in the U.S. labor supply appears to have stalled below pre-pandemic trends. The reasons are varied, including the large number of Americans retiring early, the persistent symptoms caused by the COVID-19 virus, the scarcity of care for children and the elderly, and the decrease in immigration.</p><p>Labor shortages give employees more bargaining power and prompt companies to raise wages as competition for recruitment intensifies. However, in most cases, workers can only barely keep up with the soaring cost of living. In the 12 months ending in September, total payroll costs for U.S. corporate employers increased by 5%, compared to 3.7% in the same period last year. However, real wages (adjusted for inflation) declined in both periods.</p><p><b>The Federal Reserve is cautious about wage growth.</b></p><p>Powell's latest favorite inflation indicator—core services inflation, excluding housing—is closely linked to wage growth.</p><p><img src=\"https://static.tigerbbs.com/06d352b596ef25cd8201bbf7b7a4f026\" tg-width=\"913\" tg-height=\"514\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The price surge during the COVID-19 pandemic initially appeared in consumer goods: due to delivery disruptions, goods were in short supply, and demand was high among Americans who had extra cash on hand but were stuck at home.</p><p>Subsequently, as the tightening of commodity prices eased, the service sector became a driver of inflation. The largest item in this category is housing, which is considered a service in the official price measurement. Currently, the house price index in 20 cities in the United States has fallen, and CPI readings usually lag behind rents by about 12 months. Therefore, the decline in housing service inflation seems to be a foregone conclusion.</p><p><b>In other service industries that the Federal Reserve is currently closely monitoring, wages typically account for a higher proportion of costs than in other industries.</b></p><p>One way to solve the problem of labor shortage in the United States is to bring a large number of unemployed workers back to work. But Federal Reserve officials are in no mood to wait and see if that will happen, as current inflation is three times their target. The Federal Reserve's latest forecasts indicate that higher borrowing costs will cool the economy, thereby slowing hiring and increasing unemployment.</p><p>New York Fed President Williams said in an interview last Friday:</p><p>“Wage growth has been very high because labor demand is very strong relative to available supply. As labor demand and supply reach a better balance, wage growth will be more in line with long-term trends and our 2% inflation target,” Williams said, adding that he saw no evidence of “the kind of wage inflation spiral we saw in the 1970s.” A recent historical study by the International Monetary Fund (IMF) indicates<b>This situation is rare.</b></p><p>Nevertheless,<b>The Federal Reserve is determined to rule out this possibility.</b>Moreover, based on its internal forecasts, there is uncertainty as to whether policymakers can rebalance the labor market as they wish without triggering an economic recession.</p><p>Federal Reserve officials expect economic growth to slow to 0.5% next year, while the unemployment rate will rise by nearly one percentage point to 4.6%, which could mean that more than 1 million Americans will lose their jobs. Even after this pain, inflation is expected to remain unexpectedly sticky, gradually slowing to 2% only by 2025.</p><p>Beth Ann Bovino, chief U.S. economist at S&P Global Ratings, said this may be due to the lagged impact of falling housing costs on the price index. Bovino said, \"The Federal Reserve still holds out hope for a soft landing, and perhaps they are right, but the chances are slim.\" She estimated<b>The unemployment rate may rise to 5.6% next year.</b></p><p>Regarding Powell's consistent emphasis on Inflation in services other than housing, Omair Sharif, founder of Inflation Insights LLC, sees ample evidence that wage growth is not the primary driver of Inflation. He said prices in this category were largely driven by increases in transportation and healthcare costs in the first half of this year, driven by a number of reasons, including a sudden surge in travel demand and a shift in the way health insurance costs are calculated. But now these factors have been reversed.</p><p>Sharif said that wages are not an important component of inflation. Although \"this is somehow deeply ingrained in everyone's mind and is universally regarded as the way things work.\"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/details/104455\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/104455","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176969984","content_text":"机构分析师认为，美联储收紧政策旨在为工资通胀螺旋上升未雨绸缪。美联储主席鲍威尔在抗通胀的征途中有了新的指引，这将使美国人的薪资水平成为明年货币政策的核心。鲍威尔在上个月布鲁金斯学会发表演讲时表示，他正在寻找涵盖医疗保健、理发以及路边汽车旅馆等所有费用的价格指标。鉴于薪资对于这些服务行业来说是一项特别大的成本，“劳动力市场是理解此类通胀的关键”。在上周四美联储举行今年最后一次利率决议后，鲍威尔又提及这一主题。他指出，目前工资增速“远高于2%的通胀率”。美联储官员面临的关键问题是，在过去18个月左右的时间里，美国薪资增速的攀升是公司适应劳动力供应稀缺、并意识到员工薪酬不足而导致的暂时性现象，还是一种反映了价格和工资相互推动的有害循环。这些迹象表明美联储不愿冒任何风险，并指向进一步收紧政策。美联储上周发布的预测表明，明年的基准利率将达到5.1%的峰值，这一高于预期的数字引发了股市暴跌。还有几位美联储官员的立场甚至更加鹰派。华盛顿LH Meyer的经济学家Derek Tang表示：“工资通胀螺旋上升是一种未雨绸缪，而并非事实。实际工资肯定不会呈上升趋势。”但他承认，很明显，鲍威尔已经开始担忧劳动力持续短缺的及其对价格的影响。美国劳动力市场目前尤其难以解读，因为企业仍在解决新冠疫情造成的大规模破坏。2020年4月，美国失业率飙升至近15%，然后迅速恢复。当前的失业率为3.7%，仍处于历史低位。美国劳动力供应的增长似乎已停滞在疫情前的趋势之下。原因多种多样，包括大量美国人提前退休、新冠肺炎病毒给患者带来的持续症状，儿童和老年人护理的稀缺以及移民的减少。劳动力短缺赋予了员工更多的议价能力，并促使公司在招聘竞争加剧时提高工资。不过，在大多数情况下，工人们只是能勉强跟上飞涨的生活成本。截至9月的12个月中，美国企业雇主的总薪酬成本增长了5%，而去年同期为3.7%。但在这两个时期，实际薪酬（经通胀调整后）均有所下降。美联储对工资增速小心翼翼鲍威尔最新青睐的通胀指标——不包括住房的核心服务通胀与薪资增速密切相关。新冠疫情爆发期间的价格飙升最初出现在消费品中：由于交付中断，商品供不应求，手头有多余现金却困在家里的美国人需求高企。之后，随着商品紧缩的缓解，服务业成为通胀驱动因素，该类别中占比最大的项目是住房，它在官方价格衡量中被视为一项服务，目前美国20个城市的房价指数已经回落，而CPI读数通常滞后于租金约12个月，因此住房服务通胀回落似乎尘埃已定。而在美联储目前密切关注的其他服务业中，工资通常占成本的比重高于其他行业。解决美国劳动力紧缩问题的方法之一是让大量失业工人重返工作岗位。但美联储官员没有心情观望这种情况是否会发生，因为当前通胀率是他们目标的三倍。 美联储的最新预测表明，借贷成本更高会导致经济降温，从而减缓招聘步伐并增加失业率。纽约联储主席威廉姆斯上周五在接受采访时表示：“工资增长一直非常高，因为劳动力需求相对于可用供应来说非常强劲。随着劳动力需求和供应达到更好的平衡，工资增长将更符合长期趋势和我们2%的通胀目标。”威廉姆斯说，他没有看到“上世纪70年代看到的那种工资通胀螺旋上升”的证据。  国际货币基金组织（IMF）最近的一项历史研究表明，这种情况很少见。尽管如此，美联储决心排除这种可能性。而且根据其内部的预测判断，政策制定者们能否按照他们的意愿重新平衡劳动力市场而不引发经济衰退充满了不确定性。美联储官员预计明年经济增长将放缓至0.5%，而失业率将上升近一个百分点至4.6%，这可能意味着超过100万美国人将失业。即使经历这种痛苦，通胀预计仍将出人意料地具有粘性，只有到2025年才能逐渐放缓至2%。S&P Global Ratings首席美国经济学家Beth Ann Bovino表示，这可能是由于住房成本下降对价格指数的滞后影响。Bovino说，“美联储仍对软着陆抱有希望，也许他们是对的，但机会不大”。她估计明年失业率可能升至5.6%。对于鲍威尔一直强调的除住房以外的服务通胀，Inflation Insights LLC的创始人Omair Sharif看到大量证据表明工资增长并不是通胀的主要驱动力。他说，这一类别的价格主要是由今年上半年运输和医疗保健费用的增长推动的，背后的原因有很多，包括旅游需求的突然激增以及医疗保险费用计算方式的转变。但现在这些因素已经逆转。Sharif说，工资并不是通胀的重要组成部分。尽管“这以某种方式根深蒂固地扎根在每个人的脑海中，被人们普遍视为事情的运作方式。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954837504,"gmtCreate":1676213932209,"gmtModify":1676213935609,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582685386479633","idStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9954837504","repostId":"1144087747","repostType":4,"repost":{"id":"1144087747","kind":"news","pubTimestamp":1676195371,"share":"https://ttm.financial/m/news/1144087747?lang=en_US&edition=fundamental","pubTime":"2023-02-12 17:49","market":"us","language":"zh","title":"Can you get rich by trading stocks with ChatGPT? See how Wall Street uses it.","url":"https://stock-news.laohu8.com/highlight/detail?id=1144087747","media":"华尔街见闻","summary":"ChatGPT无法为你指一条致富之路。","content":"<p><html><head></head><body>Author: Ge Jiaming</p><p>\"There's no such thing as a free lunch,\" and ChatGPT can't point you to a path to wealth.</p><p>Previously, a reporter from China Securities Journal directly asked ChatGPT about its future money-making methods, but ChatGPT avoided answering due to the uncertainty of future market conditions:</p><p>Could you tell me which industries I can invest in in 2023 to make money steadily?<img src=\"https://static.tigerbbs.com/dde572a87ee64fd337999730d4ef66f6\" tg-width=\"640\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/>When asked about market trends: Let's talk about the market! Consumption has rebounded significantly recently. Is there a high chance of a substantial rise in the consumer sector in the short to medium term?<img src=\"https://static.tigerbbs.com/d4dc6117edb0a86661eda5dabcc95bde\" tg-width=\"640\" tg-height=\"150\" referrerpolicy=\"no-referrer\"/>How does Wall Street use it?</p><p>ChatGPT has emerged and swept the global internet, sparking speculation about how artificial intelligence will disrupt various industries in the future. However, for Wall Street investment banks, artificial intelligence is not a new concept, and many investment banks have already used artificial intelligence to find new trading opportunities.</p><p>On February 12, Matt Bartolini, head of Americas research at State Street Bank, pointed out in a podcast \"What Goes Up\" that the company's S&P Kensho New Economies Composite ETF portfolio had \"consulted\" AI. Since the beginning of this year, the ETF has risen by about 11% and has a market capitalization of about $1.7 billion.</p><p>When asked how AI helps with stock selection, Bartolini pointed out that they use natural language processing (NLP) in AI.<b>Identify the fundamentals of these companies by scanning regulatory documents and determine their relevance to innovation areas.</b>:</p><p>The logic behind this is artificial intelligence natural language processing, run by index provider S&P. The role of NLP (Natural Language Processing) is to scan companies' prospectuses and other regulatory documents, searching for keywords to identify the relevance of these companies' actual operations to areas of innovation, whether it is enterprise collaboration, clean energy, advanced transportation systems, or drones. If a company claims that \"drone technology is crucial to our future,\" it indicates that it emphasizes this type of innovation. Therefore, AI will judge the relevance of actual operations to the field and categorize it into 25 different innovation areas. Subsequently, the stocks will be weighted using the modified equal-weight structure. Bartolini pointed out,<b>The core of artificial intelligence is to help improve efficiency and productivity. They use AI to discover undiscovered companies and help find \"hidden gems.\"</b>：</p><p>Many small but valuable companies are easily overlooked, especially when you are looking for innovative startups. Often you have to dig into very small companies, or even micro-companies, which are easily overlooked by Wall Street analysts. About 48% of stocks have fewer than 10 analysts covering the stock. And there may be some very innovative companies that are making very interesting explorations, whether it is advanced healthcare or wearable devices, and they are often overlooked because the companies are too small.</body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can you get rich by trading stocks with ChatGPT? See how Wall Street uses 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\">\nCan you get rich by trading stocks with ChatGPT? See how Wall Street uses 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\">2023-02-12 17:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Ge Jiaming</p><p>\"There's no such thing as a free lunch,\" and ChatGPT can't point you to a path to wealth.</p><p>Previously, a reporter from China Securities Journal directly asked ChatGPT about its future money-making methods, but ChatGPT avoided answering due to the uncertainty of future market conditions:</p><p>Could you tell me which industries I can invest in in 2023 to make money steadily?<img src=\"https://static.tigerbbs.com/dde572a87ee64fd337999730d4ef66f6\" tg-width=\"640\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/>When asked about market trends: Let's talk about the market! Consumption has rebounded significantly recently. Is there a high chance of a substantial rise in the consumer sector in the short to medium term?<img src=\"https://static.tigerbbs.com/d4dc6117edb0a86661eda5dabcc95bde\" tg-width=\"640\" tg-height=\"150\" referrerpolicy=\"no-referrer\"/>How does Wall Street use it?</p><p>ChatGPT has emerged and swept the global internet, sparking speculation about how artificial intelligence will disrupt various industries in the future. However, for Wall Street investment banks, artificial intelligence is not a new concept, and many investment banks have already used artificial intelligence to find new trading opportunities.</p><p>On February 12, Matt Bartolini, head of Americas research at State Street Bank, pointed out in a podcast \"What Goes Up\" that the company's S&P Kensho New Economies Composite ETF portfolio had \"consulted\" AI. Since the beginning of this year, the ETF has risen by about 11% and has a market capitalization of about $1.7 billion.</p><p>When asked how AI helps with stock selection, Bartolini pointed out that they use natural language processing (NLP) in AI.<b>Identify the fundamentals of these companies by scanning regulatory documents and determine their relevance to innovation areas.</b>:</p><p>The logic behind this is artificial intelligence natural language processing, run by index provider S&P. The role of NLP (Natural Language Processing) is to scan companies' prospectuses and other regulatory documents, searching for keywords to identify the relevance of these companies' actual operations to areas of innovation, whether it is enterprise collaboration, clean energy, advanced transportation systems, or drones. If a company claims that \"drone technology is crucial to our future,\" it indicates that it emphasizes this type of innovation. Therefore, AI will judge the relevance of actual operations to the field and categorize it into 25 different innovation areas. Subsequently, the stocks will be weighted using the modified equal-weight structure. Bartolini pointed out,<b>The core of artificial intelligence is to help improve efficiency and productivity. They use AI to discover undiscovered companies and help find \"hidden gems.\"</b>：</p><p>Many small but valuable companies are easily overlooked, especially when you are looking for innovative startups. Often you have to dig into very small companies, or even micro-companies, which are easily overlooked by Wall Street analysts. About 48% of stocks have fewer than 10 analysts covering the stock. And there may be some very innovative companies that are making very interesting explorations, whether it is advanced healthcare or wearable devices, and they are often overlooked because the companies are too small.</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3681726\">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/bcf305301a6fbf2b8ad5aaae62f793ae","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3681726","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1144087747","content_text":"作者：葛佳明“天上不会掉馅儿饼”，ChatGPT无法为你指一条致富之路。此前中证报记者曾经直接问ChatGPT未来的赚钱方法，而ChatGPT以未来市场行情的不确定性避开了回答：可以告诉我2023年投资什么行业可以稳稳赚到钱吗？当问及市场趋势：那我们聊聊市场吧！最近一段时间消费反弹明显，消费板块中短期来看大幅上涨的机会大吗？华尔街是怎么用的？ChatGPT横空出世，席卷了全球互联网，引发了未来人工智能将如何颠覆各行各业的猜测。但对于华尔街投行们来说，人工智能并不是新鲜的概念，众多投行早已运用人工智能寻找新的交易机会。2月12日，美国道富银行美洲研究主管Matt Bartolini在一档播客节目“What Goes Up”中指出，该公司发行的S&P Kensho New Economies Composite ETF投资组合曾“征求过”AI的看法，今年以来，该ETF上涨约11%，市值约为17亿美元的。当被问及AI如何帮助选股时，Bartolini指出他们运用的是AI中的自然语言处理（NLP），通过扫描监管文件识别这些公司的基本面并判断与创新领域的相关性:这后面逻辑是人工智能的自然语言处理，由指数提供商S&P运行的。NLP（自然语言处理）的作用是通过扫描公司的招股说明书和其他监管文件，搜索关键词以识别这些公司的实际操作与创新领域的相关性，无论是企业协作、清洁能源、先进的运输系统、无人机。如果一家公司称“无人机技术对我们的未来至关重要”，这表明其强调该类创新，因此，AI将判断实际操作与该领域的相关性，并将其分类到25个不同的创新领域中。随后，股票将以修改后的等权结构加权。Bartolini指出，人工智能的核心是帮助提高效率和生产力，他们运用人工智能的目的是发现还未被发掘的公司，帮助寻找“隐藏宝石”：很多小型但有价值的公司容易被忽略，特别是当你在寻找创新型初创公司时，很多时候你必须挖掘的非常小的公司，甚至可能是微型公司，它们是华尔街分析师通容易忽略的。约有48%的股票仅有不到10名分析师覆盖该股票。且可能有一些公司非常具有创新性，它们正在进行非常有趣的探索，无论是高级医疗保健还是可穿戴设备，而它们因为公司规模太小，往往会被忽略。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955050601,"gmtCreate":1675091970303,"gmtModify":1676538975747,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582685386479633","idStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9955050601","repostId":"1133463810","repostType":4,"repost":{"id":"1133463810","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":1675089099,"share":"https://ttm.financial/m/news/1133463810?lang=en_US&edition=fundamental","pubTime":"2023-01-30 22:31","market":"us","language":"zh","title":"Opening | US stocks collectively open low, popular Chinese concept stocks generally fall","url":"https://stock-news.laohu8.com/highlight/detail?id=1133463810","media":"老虎资讯综合","summary":"道琼斯指数开盘下跌99.35点，跌幅0.29%，报33878.73点。","content":"<p><html><head></head><body>On Monday, January 30, the Dow Jones Industrial Average opened down 99.35 points, or 0.29%, at 33,878.73. The S&P 500 opened down 26.03 points, or 0.64%, at 4044.53. The Nasdaq Composite Index opened down 104.65 points, or 0.90%, at 11,517.06.</p><p><img src=\"https://static.tigerbbs.com/3989ae03e4b85c49cd65060d896bf5b9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>The Nasdaq China Golden Dragon Index opened down 3.2%, with popular Chinese concept stocks generally declining.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It fell more than 10%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>It fell more than 6%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>Down about 6%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>It fell by more than 4%, Gaotu and Youdao fell by more than 8%, and New Oriental fell by more than 5%.</p><p><img src=\"https://static.tigerbbs.com/03e9d2a875b031e7ec42f5a128c2a513\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It opened higher but closed lower, falling nearly 2%. According to sources, Baidu plans to launch an artificial intelligence service similar to ChatGPT in March, initially embedding it into its main search service.</p><p><a href=\"https://laohu8.com/S/PHG\">Philips</a>Rising by about 5%, Q4 2022 revenue increased by 10% year-on-year to €5.422 billion, better than market expectations. The company announced that it will lay off another 6,000 employees, a layoff plan aimed at cutting costs.</p><p><b>SOFI rose more than 12%, with Q4 2022 revenue increasing by 60% year-over-year to $456.7 million and net loss narrowing by 64% year-over-year to $40.006 million.</b></p><p><img src=\"https://static.tigerbbs.com/cdf5330b5018720462b921d2f5b01f0b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/F\">Ford Motor</a>Down nearly 2%, Ford has lowered the price of the Mustang Mach-E across the board, with an average price reduction of $4,500.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The stock price fell 2%. Recent reports indicate that Tesla will launch a new Model, the \"Model Q,\" smaller than the Model 3/Y. A Tesla representative stated, \"This is false.\"</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 collectively open low, popular Chinese concept stocks generally fall</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 collectively open low, popular Chinese concept stocks generally fall\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\">2023-01-30 22:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Monday, January 30, the Dow Jones Industrial Average opened down 99.35 points, or 0.29%, at 33,878.73. The S&P 500 opened down 26.03 points, or 0.64%, at 4044.53. The Nasdaq Composite Index opened down 104.65 points, or 0.90%, at 11,517.06.</p><p><img src=\"https://static.tigerbbs.com/3989ae03e4b85c49cd65060d896bf5b9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>The Nasdaq China Golden Dragon Index opened down 3.2%, with popular Chinese concept stocks generally declining.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It fell more than 10%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>It fell more than 6%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>Down about 6%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>It fell by more than 4%, Gaotu and Youdao fell by more than 8%, and New Oriental fell by more than 5%.</p><p><img src=\"https://static.tigerbbs.com/03e9d2a875b031e7ec42f5a128c2a513\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It opened higher but closed lower, falling nearly 2%. According to sources, Baidu plans to launch an artificial intelligence service similar to ChatGPT in March, initially embedding it into its main search service.</p><p><a href=\"https://laohu8.com/S/PHG\">Philips</a>Rising by about 5%, Q4 2022 revenue increased by 10% year-on-year to €5.422 billion, better than market expectations. The company announced that it will lay off another 6,000 employees, a layoff plan aimed at cutting costs.</p><p><b>SOFI rose more than 12%, with Q4 2022 revenue increasing by 60% year-over-year to $456.7 million and net loss narrowing by 64% year-over-year to $40.006 million.</b></p><p><img src=\"https://static.tigerbbs.com/cdf5330b5018720462b921d2f5b01f0b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/F\">Ford Motor</a>Down nearly 2%, Ford has lowered the price of the Mustang Mach-E across the board, with an average price reduction of $4,500.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The stock price fell 2%. Recent reports indicate that Tesla will launch a new Model, the \"Model Q,\" smaller than the Model 3/Y. A Tesla representative stated, \"This is false.\"</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133463810","content_text":"1月30日（周一）道琼斯指数开盘下跌99.35点，跌幅0.29%，报33878.73点；标普500指数开盘下跌26.03点，跌幅0.64%，报4044.53点；纳斯达克综合指数开盘下跌104.65点，跌幅0.90%，报11517.06点。纳斯达克中国金龙指数开跌3.2%，热门中概股普遍走低，哔哩哔哩跌超10%，阿里巴巴、京东跌超6%，理想汽车、小鹏汽车跌约6%，蔚来跌超4%，高途、有道跌超8%，新东方跌超5%。百度高开低走跌近2%。据知情人士透露，百度计划在三月份推出类似于ChatGPT的人工智能服务，最初将其嵌入其主要搜索服务中。飞利浦涨约5%，2022年Q4营收同比增长10%至54.22亿欧元好于市场预期，公司宣布将再裁员6000人，裁员计划旨在削减成本。SOFI涨超12%，2022年Q4营收同比增长60%至4.567亿美元，净亏损同比收窄64%至4000.6万美元。福特汽车跌近2%，福特全面下调野马Mustang Mach-E价格，平均降价4500美元。特斯拉跌2%，近日有消息称特斯拉将推出一款尺寸小于Model 3/Y的全新车型“Model Q”，对此特斯拉相关负责人表示：“此为不实消息。”","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961039921,"gmtCreate":1668781674964,"gmtModify":1676538113016,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582685386479633","idStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961039921","repostId":"1165789326","repostType":4,"repost":{"id":"1165789326","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":1668766551,"share":"https://ttm.financial/m/news/1165789326?lang=en_US&edition=fundamental","pubTime":"2022-11-18 18:15","market":"hk","language":"zh","title":"JD.com's revenue in the third quarter reached 243.5 billion yuan, a year-on-year increase of 11.4%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1165789326","media":"老虎资讯综合","summary":"第三季度净利润59.63亿元人民币，预期43.17亿元，前值-28.07亿元。","content":"<p><html><head></head><body>Friday, November 18th,<a href=\"https://laohu8.com/S/JD\">JD.com</a>The Group released its financial report for the third quarter of 2022.</p><p><b>Net revenue for the third quarter was RMB 243.5 billion, exceeding expectations of RMB 243.07 billion and RMB 218.708 billion in the same period last year.</b></p><p><b>Third-quarter net profit was RMB 5.963 billion, compared to an expected RMB 4.317 billion and a previous-quarter loss of RMB 2.807 billion.</b></p><p>In the third quarter, EBITDA (earnings before taxes, interest, depreciation and amortization) under non-GAAP standards was RMB 11.5 billion, compared with market expectations of RMB 8.63 billion and RMB 5.9 billion in the same period last year.</p><p>Adjusted earnings per ADS for the third quarter were RMB 6.27, compared to an estimated RMB 4.46.</p><p><img src=\"https://static.tigerbbs.com/07588e87294a7a5a8e96c8a7834500bf\" tg-width=\"824\" tg-height=\"449\" width=\"100%\" height=\"auto\"/></p><p>As of press time, JD.com's stock price has climbed by more than 1%.</p><p><img src=\"https://static.tigerbbs.com/c0149a386962eec85a139f4df7fff1dd\" tg-width=\"1394\" tg-height=\"647\" referrerpolicy=\"no-referrer\"/></p><p>Operating profit in the third quarter was 8.7 billion yuan, compared with 2.6 billion yuan in the same period last year. Operating profit under non-GAAP accounting standards was RMB 9.9 billion in the third quarter, compared to RMB 4.6 billion in the third quarter of 2021.</p><p>Adjusted operating profit margin for the third quarter was 4.1%, compared to the estimated 3.2%.</p><p>Execution expenses for the third quarter were RMB 14.4 billion, compared to an estimated RMB 15.35 billion.</p><p>Marketing expenses were RMB 7.6 billion in the third quarter, compared to RMB 7.8 billion in the third quarter of 2021.</p><p>Net service revenue in the third quarter was RMB 46.5 billion (approximately US$6.5 billion), a year-on-year increase of 42.2%, accounting for 19.1% of net revenue, a record high.</p><p><b>user situation</b></p><p>As of the end of the third quarter, JD.com's annual active users reached 588.3 million, a net increase of more than 7.5 million quarter-on-quarter. JD.com's reasonable prices and services have continued to win the trust of consumers, and indicators such as DAU (Daily Active Users), user shopping frequency, and ARPU (Average Revenue Contributed by Users) have continued to grow rapidly.</p><p>The number of annual active users increased by 6.5% from 552.2 million for the twelve months ended September 30, 2021 to 588.3 million for the twelve months ended September 30, 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>JD.com's revenue in the third quarter reached 243.5 billion yuan, a year-on-year increase of 11.4%.</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; 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}\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\">\nJD.com's revenue in the third quarter reached 243.5 billion yuan, a year-on-year increase of 11.4%.\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\">2022-11-18 18:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Friday, November 18th,<a href=\"https://laohu8.com/S/JD\">JD.com</a>The Group released its financial report for the third quarter of 2022.</p><p><b>Net revenue for the third quarter was RMB 243.5 billion, exceeding expectations of RMB 243.07 billion and RMB 218.708 billion in the same period last year.</b></p><p><b>Third-quarter net profit was RMB 5.963 billion, compared to an expected RMB 4.317 billion and a previous-quarter loss of RMB 2.807 billion.</b></p><p>In the third quarter, EBITDA (earnings before taxes, interest, depreciation and amortization) under non-GAAP standards was RMB 11.5 billion, compared with market expectations of RMB 8.63 billion and RMB 5.9 billion in the same period last year.</p><p>Adjusted earnings per ADS for the third quarter were RMB 6.27, compared to an estimated RMB 4.46.</p><p><img src=\"https://static.tigerbbs.com/07588e87294a7a5a8e96c8a7834500bf\" tg-width=\"824\" tg-height=\"449\" width=\"100%\" height=\"auto\"/></p><p>As of press time, JD.com's stock price has climbed by more than 1%.</p><p><img src=\"https://static.tigerbbs.com/c0149a386962eec85a139f4df7fff1dd\" tg-width=\"1394\" tg-height=\"647\" referrerpolicy=\"no-referrer\"/></p><p>Operating profit in the third quarter was 8.7 billion yuan, compared with 2.6 billion yuan in the same period last year. Operating profit under non-GAAP accounting standards was RMB 9.9 billion in the third quarter, compared to RMB 4.6 billion in the third quarter of 2021.</p><p>Adjusted operating profit margin for the third quarter was 4.1%, compared to the estimated 3.2%.</p><p>Execution expenses for the third quarter were RMB 14.4 billion, compared to an estimated RMB 15.35 billion.</p><p>Marketing expenses were RMB 7.6 billion in the third quarter, compared to RMB 7.8 billion in the third quarter of 2021.</p><p>Net service revenue in the third quarter was RMB 46.5 billion (approximately US$6.5 billion), a year-on-year increase of 42.2%, accounting for 19.1% of net revenue, a record high.</p><p><b>user situation</b></p><p>As of the end of the third quarter, JD.com's annual active users reached 588.3 million, a net increase of more than 7.5 million quarter-on-quarter. JD.com's reasonable prices and services have continued to win the trust of consumers, and indicators such as DAU (Daily Active Users), user shopping frequency, and ARPU (Average Revenue Contributed by Users) have continued to grow rapidly.</p><p>The number of annual active users increased by 6.5% from 552.2 million for the twelve months ended September 30, 2021 to 588.3 million for the twelve months ended September 30, 2022.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf5337c9c7bc23ec872d30a10fe10327","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165789326","content_text":"11月18日周五，京东集团发布2022年第三季度财报。第三季度净营收2435亿元人民币，预期2430.7亿元，去年同期2187.08亿元。第三季度净利润59.63亿元人民币，预期43.17亿元，前值-28.07亿元。第三季度非公认会计准则下EBITDA（税息折旧及摊销前利润）为115亿元，市场预期86.3亿元，去年同期为59亿元。第三季度调整后每ADS收益6.27元人民币，预估4.46元人民币。截至发稿，京东股价攀升，涨超1%。第三季度经营利润为87亿元，去年同期为26亿元。第三季度非公认会计准则下经营利润为99亿元，2021年第三季度为46亿元。第三季度调整后运营利润率4.1％，预估3.2％。第三季度执行费用144亿元人民币，预估153.5亿元人民币。第三季度的营销开支为76亿元，2021年第三季度为78亿元。第三季度净服务收入为465亿元人民币（约65亿美元），同比增长42.2%，占净收入的比例达到19.1%，创历史新高。用户情况截至三季度末，京东集团的年度活跃用户数达到5.883亿，环比净增超过750万，实在的价格和服务持续为京东赢得了消费者的信赖，DAU（日均活跃用户数）、用户购物频次和ARPU（用户平均贡献收入）等指标继续保持快速增长。年度活跃用户数由截至2021年9月30日止十二个月的5.522亿增加6.5%至截至2022年9月30日止十二个月的5.883亿。","news_type":1,"symbols_score_info":{"09618":0.9,"JD":0.9}},"isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960285086,"gmtCreate":1668175892545,"gmtModify":1676538024533,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582685386479633","idStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9960285086","repostId":"1104907868","repostType":4,"isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985252045,"gmtCreate":1667406411687,"gmtModify":1676537912888,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582685386479633","idStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9985252045","repostId":"1131965266","repostType":4,"repost":{"id":"1131965266","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":1667402963,"share":"https://ttm.financial/m/news/1131965266?lang=en_US&edition=fundamental","pubTime":"2022-11-02 23:29","market":"hk","language":"zh","title":"Institutions are bullish, causing Li Auto to surge 16% intraday.","url":"https://stock-news.laohu8.com/highlight/detail?id=1131965266","media":"老虎资讯综合","summary":"11月2日，理想汽车涨超16%，摩根士丹利：维持理想汽车目标价35美元及评级增持。同时，CEO李想大放豪言：是时候跟连续7年的亏损经营说再见了。11月1日，理想汽车官方微博对外发布了10月份理想汽车的","content":"<p><html><head></head><body>On November 2, Li Auto shares rose more than 16%, and Morgan Stanley maintained its Li Auto target price of $35 and its overweight rating. At the same time, CEO Li Xiang boldly declared: It's time to say goodbye to seven consecutive years of loss-making operations.</p><p><img src=\"https://static.tigerbbs.com/4a6ace1d010dedfe2ce19a39ecd71bbd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>On November 1, Li Auto released delivery data for Li Auto in October on its official Weibo account. Subsequently, the Weibo post was reposted by Li Auto CEO Li Xiang, who commented that the Li Auto L8 is about to begin deliveries, and the mass production preparations in October are also carried out for the Li Auto L8 to ensure that there are enough display vehicles and test drive vehicles in each city. The Li Auto L9 and Li Auto L8 together meet the needs of family users in the 300,000-500,000 yuan price range, and Li Auto strives to achieve monthly revenue of over 10 billion yuan by 2022. With both products delivered simultaneously, it's time to say goodbye to seven consecutive years of loss-making operations. Thank you to every Li Auto car owner!</p><p><img src=\"https://static.tigerbbs.com/b254ec87ba03e1116993b0850a3620cb\" tg-width=\"720\" tg-height=\"822\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Current stage</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>Institutions are bullish, causing Li Auto to surge 16% intraday.</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\">\nInstitutions are bullish, causing Li Auto to surge 16% intraday.\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\">2022-11-02 23:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On November 2, Li Auto shares rose more than 16%, and Morgan Stanley maintained its Li Auto target price of $35 and its overweight rating. At the same time, CEO Li Xiang boldly declared: It's time to say goodbye to seven consecutive years of loss-making operations.</p><p><img src=\"https://static.tigerbbs.com/4a6ace1d010dedfe2ce19a39ecd71bbd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>On November 1, Li Auto released delivery data for Li Auto in October on its official Weibo account. Subsequently, the Weibo post was reposted by Li Auto CEO Li Xiang, who commented that the Li Auto L8 is about to begin deliveries, and the mass production preparations in October are also carried out for the Li Auto L8 to ensure that there are enough display vehicles and test drive vehicles in each city. The Li Auto L9 and Li Auto L8 together meet the needs of family users in the 300,000-500,000 yuan price range, and Li Auto strives to achieve monthly revenue of over 10 billion yuan by 2022. With both products delivered simultaneously, it's time to say goodbye to seven consecutive years of loss-making operations. Thank you to every Li Auto car owner!</p><p><img src=\"https://static.tigerbbs.com/b254ec87ba03e1116993b0850a3620cb\" tg-width=\"720\" tg-height=\"822\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Current stage</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2869684faa12daf41c77713de7a0becf","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131965266","content_text":"11月2日，理想汽车涨超16%，摩根士丹利：维持理想汽车目标价35美元及评级增持。同时，CEO李想大放豪言：是时候跟连续7年的亏损经营说再见了。11月1日，理想汽车官方微博对外发布了10月份理想汽车的交付数据。随后，该条微博内容被理想汽车CEO李想转发并评论表示：理想L8即将开始交付，十月的大量生产相关准备也是为了理想L8而展开，确保每个城市有足够多的展车和试驾车。理想L9和理想L8共同满足30-50万价位的家庭用户的需求，理想争取2022年内实现单月收入过百亿。两款产品同时交付的时刻，也是时候该和连续七年的亏损经营说再见了。感谢每一位理想汽车的车主！现阶段","news_type":1,"symbols_score_info":{"02015":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937673796,"gmtCreate":1663431669516,"gmtModify":1676537269837,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582685386479633","idStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9937673796","repostId":"1182267949","repostType":4,"repost":{"id":"1182267949","kind":"news","pubTimestamp":1663413984,"share":"https://ttm.financial/m/news/1182267949?lang=en_US&edition=fundamental","pubTime":"2022-09-17 19:26","market":"us","language":"zh","title":"It's hard to stop! These two figures this week make it even more difficult for the Federal Reserve.","url":"https://stock-news.laohu8.com/highlight/detail?id=1182267949","media":"华尔街见闻","summary":"零售销售放缓之余，劳动力市场的火热让美联储加息再难有回旋余地。而长期趋势来看，核心零售销售水平的高位以及零售商利润率的扩大继续对商品通胀施加压力，推动美联储加息以冷却经济活动。劳动力市场强劲首次申请失业金人数显示，美国劳动市场正在复苏。野村证券认为，在预期通胀有意义地向目标下降之前，美联储需要冷却劳动力市场。","content":"<p><html><head></head><body>The possibility of a soft landing has vanished. With retail sales slowing, the booming labor market has left the Federal Reserve's rate hike with little room for maneuver.</p><p>In Nomura Securities' latest report this Thursday, analysts pointed out that the current weakness in U.S. retail sales data and the slowdown in the manufacturing index further indicate that the U.S. economy is heading towards a recession.</p><p><img src=\"https://static.tigerbbs.com/6a55e2c0d3f86e15b081445e564157e3\" tg-width=\"1024\" tg-height=\"590\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>At the same time, the still hot CPI data and<b>The steadily declining number of first-time unemployment claims reinforces the importance of rapid rate hike.</b>This is because the market may have already begun to experience deep-rooted high inflation.</p><p><img src=\"https://static.tigerbbs.com/822a908530fc15573a3898d0ffd7086a\" tg-width=\"1024\" tg-height=\"590\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In light of this, Nomura Securities has lowered its forecast for U.S. real GDP in the third quarter of 2022 from an annualized 1.5% to 1.1%.</p><p>Analysts point out that with the economic slowdown, the Federal Reserve's mission and need to tighten financial conditions have become more urgent, and the so-called \"soft landing\" to curb inflation without the economy falling into recession may be fading away.</p><p>Core retail sales show a slowdown in consumption</p><p>Core retail sales are the basic input component of personal consumption in GDP. Although U.S. retail sales in August exceeded expectations month-on-month, core data reflected signs of a slowdown.</p><p>After deflating nominal core retail sales data using a weighted combination of August CPI data, Nomura Securities estimates that real core retail sales in the United States fell 0.6% month-over-month.</p><p>Analysts say this may be partly due to the July data being driven by Amazon's Prime Day promotion. However, even excluding online sales from the calculation, Nomura Securities estimates that actual core retail sales still declined by 0.3%.</p><p><img src=\"https://static.tigerbbs.com/6fcc16a43caf18b2e7ae06b1dd780f6a\" tg-width=\"1024\" tg-height=\"1020\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nomura Securities points out that this slowdown is a general trend in the consumer sector and is also becoming increasingly evident in business sentiment in the manufacturing industry.<b>With the consumer sector cooling down and the manufacturing sector slowing down, the signs of an impending recession seem to be growing stronger.</b></p><p>Analysts predict that,<b>This recession in the US economy will begin in the fourth quarter of 2022.</b></p><p>In the long term, high core retail sales levels and expanding retailer profit margins continue to put pressure on commodity inflation, driving Federal Reserve rate hike to cool economic activity.</p><p><img src=\"https://static.tigerbbs.com/6bc2182d74dd370cddcb786f096c32dc\" tg-width=\"1024\" tg-height=\"977\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Strong labor market</p><p>The number of people applying for unemployment benefits for the first time shows that the U.S. labor market is recovering.</p><p>Despite the continued cooling trend in consumer and manufacturing activity, the job market data released for the two weeks of September 3 and September 10 continued to maintain strong momentum. The number of people applying for unemployment benefits for the first time on September 10 fell from 218,000 to 213,000; The number of people continuing to apply for unemployment benefits fell again more than expected, to 143,000, compared to the general forecast of 147,800.</p><p>Analysts point out that while the labor market remains one of the few strong sectors of the economy, strong labor demand is a driver of current high inflation.</p><p>Recent Federal Reserve speeches indicate that committee members are increasingly concerned about the risk of a wage spiral, while the no longer-sustained strong jobless claims figures suggest that...<b>The hot labor market is driving the current wage increase</b>。</p><p><img src=\"https://static.tigerbbs.com/3780ae4a8445435a88c038babbdc6aeb\" tg-width=\"1024\" tg-height=\"1063\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nomura Securities believes that the Federal Reserve needs to cool the labor market before inflation is expected to meaningfully decline toward its target. Therefore, the continued exceptionally strong job market data has intensified the pressure on rate hike.</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>It's hard to stop! These two figures this week make it even more difficult for the Federal Reserve.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIt's hard to stop! These two figures this week make it even more difficult for the Federal Reserve.\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\">2022-09-17 19:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The possibility of a soft landing has vanished. With retail sales slowing, the booming labor market has left the Federal Reserve's rate hike with little room for maneuver.</p><p>In Nomura Securities' latest report this Thursday, analysts pointed out that the current weakness in U.S. retail sales data and the slowdown in the manufacturing index further indicate that the U.S. economy is heading towards a recession.</p><p><img src=\"https://static.tigerbbs.com/6a55e2c0d3f86e15b081445e564157e3\" tg-width=\"1024\" tg-height=\"590\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>At the same time, the still hot CPI data and<b>The steadily declining number of first-time unemployment claims reinforces the importance of rapid rate hike.</b>This is because the market may have already begun to experience deep-rooted high inflation.</p><p><img src=\"https://static.tigerbbs.com/822a908530fc15573a3898d0ffd7086a\" tg-width=\"1024\" tg-height=\"590\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In light of this, Nomura Securities has lowered its forecast for U.S. real GDP in the third quarter of 2022 from an annualized 1.5% to 1.1%.</p><p>Analysts point out that with the economic slowdown, the Federal Reserve's mission and need to tighten financial conditions have become more urgent, and the so-called \"soft landing\" to curb inflation without the economy falling into recession may be fading away.</p><p>Core retail sales show a slowdown in consumption</p><p>Core retail sales are the basic input component of personal consumption in GDP. Although U.S. retail sales in August exceeded expectations month-on-month, core data reflected signs of a slowdown.</p><p>After deflating nominal core retail sales data using a weighted combination of August CPI data, Nomura Securities estimates that real core retail sales in the United States fell 0.6% month-over-month.</p><p>Analysts say this may be partly due to the July data being driven by Amazon's Prime Day promotion. However, even excluding online sales from the calculation, Nomura Securities estimates that actual core retail sales still declined by 0.3%.</p><p><img src=\"https://static.tigerbbs.com/6fcc16a43caf18b2e7ae06b1dd780f6a\" tg-width=\"1024\" tg-height=\"1020\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nomura Securities points out that this slowdown is a general trend in the consumer sector and is also becoming increasingly evident in business sentiment in the manufacturing industry.<b>With the consumer sector cooling down and the manufacturing sector slowing down, the signs of an impending recession seem to be growing stronger.</b></p><p>Analysts predict that,<b>This recession in the US economy will begin in the fourth quarter of 2022.</b></p><p>In the long term, high core retail sales levels and expanding retailer profit margins continue to put pressure on commodity inflation, driving Federal Reserve rate hike to cool economic activity.</p><p><img src=\"https://static.tigerbbs.com/6bc2182d74dd370cddcb786f096c32dc\" tg-width=\"1024\" tg-height=\"977\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Strong labor market</p><p>The number of people applying for unemployment benefits for the first time shows that the U.S. labor market is recovering.</p><p>Despite the continued cooling trend in consumer and manufacturing activity, the job market data released for the two weeks of September 3 and September 10 continued to maintain strong momentum. The number of people applying for unemployment benefits for the first time on September 10 fell from 218,000 to 213,000; The number of people continuing to apply for unemployment benefits fell again more than expected, to 143,000, compared to the general forecast of 147,800.</p><p>Analysts point out that while the labor market remains one of the few strong sectors of the economy, strong labor demand is a driver of current high inflation.</p><p>Recent Federal Reserve speeches indicate that committee members are increasingly concerned about the risk of a wage spiral, while the no longer-sustained strong jobless claims figures suggest that...<b>The hot labor market is driving the current wage increase</b>。</p><p><img src=\"https://static.tigerbbs.com/3780ae4a8445435a88c038babbdc6aeb\" tg-width=\"1024\" tg-height=\"1063\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nomura Securities believes that the Federal Reserve needs to cool the labor market before inflation is expected to meaningfully decline toward its target. Therefore, the continued exceptionally strong job market data has intensified the pressure on rate hike.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3670547\">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/5c7529fdbb41cb6b3c19bcb2904f4970","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3670547","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182267949","content_text":"软着陆的可能性已经远去。零售销售放缓之余，劳动力市场的火热让美联储加息再难有回旋余地。在本周四野村证券最新报告中，分析师指出，当前美国零售销售数据走弱和制造业指数放缓进一步增明了美国经济正在走向衰退。与此同时，依然火热的CPI数据和持续降低的首次申领失业金人数强化了快速加息的重要性，因为市场可能已经开始出现根深蒂固的高通胀。鉴于此，野村证券对美国2022年第三季度实际GDP的预测从年化的1.5%下修至1.1%。分析师指出，在经济减速的情况下，美联储收紧金融环境的使命和需求也变为更加迫切，所谓在经济不陷入衰退的情况下抑制通胀的“软着陆”可能正在远去。核心零售销售显示消费放缓核心零售销售是GDP中个人消费的基本投入部分，尽管美国8月零售销售环比超预期，但核心数据却反映出放缓迹象。在使用8月CPI数据的加权组合对名义核心零售销售数据进行平减后，野村证券估计美国实际核心零售销售环比下降0.6%。分析师表示，这在一定程度上可能是因为7月份的数据受到亚马逊大促活动Prime Day的推动。不过即使将线上销售排除在计算之外，野村证券估计的实际核心零售销售仍然下降了0.3%。野村证券指出，这种放缓是消费部门的普遍趋势，在制造业的商业情绪中也越来越明显。随着消费行业的降温和制造业的不断放缓，即将到来的衰退信号似乎越来越大。分析师预计，美国经济的这场衰退将于2022年第四季度开始。而长期趋势来看，核心零售销售水平的高位以及零售商利润率的扩大继续对商品通胀施加压力，推动美联储加息以冷却经济活动。劳动力市场强劲首次申请失业金人数显示，美国劳动市场正在复苏。尽管消费和制造业活动持续降温趋势，但9月3日和9月10日这两周公布的就业市场数据继续保持强劲势头。9月10日首次申请失业救济人数从21.8万人降至21.3万人；持续申领失业救济人数再次超预期下降，为14.3万人，而普遍预测为14.78万人。分析师指出，虽然劳动力市场仍然是经济中为数不多的强劲部门之一，但强劲的劳动力需求是当前高通胀的一个驱动因素。近期的美联储讲话显示，委员们越来越担心工资螺旋上升的风险，而不再持续的强劲失业申请人数表明，劳动力市场火热，正推动当前工资上涨的加剧。野村证券认为，在预期通胀有意义地向目标下降之前，美联储需要冷却劳动力市场。因此，持续异常强劲的就业市场数据强化了加息力度的压力。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938391699,"gmtCreate":1662556396511,"gmtModify":1676537087000,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582685386479633","idStr":"3582685386479633"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9938391699","repostId":"1175988640","repostType":4,"repost":{"id":"1175988640","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1662556087,"share":"https://ttm.financial/m/news/1175988640?lang=en_US&edition=fundamental","pubTime":"2022-09-07 21:08","market":"us","language":"zh","title":"The US dollar suddenly broke through 110: What risks does this suggest?","url":"https://stock-news.laohu8.com/highlight/detail?id=1175988640","media":"格隆汇投资学苑","summary":"过去几十年，全球不少国家都曾经在一段时间内创造过经济增长奇迹，但最终都折戟而返，掉入中等收入陷阱，无法自拔，包括拉丁美洲的巴西、阿根廷、东南亚的泰国、菲律宾、马来西亚以及欧洲的俄罗斯、土耳其等。按照经","content":"<p><html><head></head><body>Over the past few decades, many countries around the world have created economic growth miracles for a period of time, but ultimately failed and fell into the middle-income trap, unable to extricate themselves. These include Brazil and Argentina in Latin America, Thailand, the Philippines, and Malaysia in Southeast Asia, and Russia and Turkey in Europe.</p><p>Following a normal economic growth path, it is natural for per capita income to exceed $10,000, but why are so many countries unable to do so? In my view, in addition to the fragility of these countries' own development processes, another important factor is that Wall Street has reaped their enormous wealth through the dollar tidal weapon, causing them to never recover. This harvesting process is often accompanied by an unusually strong US dollar.</p><p>Today, the the US Dollar Index broke through 110 sharply, a significant increase of 23% compared to May last year. Meanwhile, non-US major currencies continued to plummet – the euro fell below 0.99 against the dollar for the first time, with the largest drop reaching 20%; The pound fell below 1.15 against the dollar, with a maximum drop of 20%; The US dollar broke through 144 against the Japanese yen, very close to 145, which the market believes could trigger a financial crisis, after the latter depreciated sharply by 29%.</p><p><img src=\"https://static.tigerbbs.com/849af6b96bcea892e2a662968a3138fc\" tg-width=\"860\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/></p><p>The strength of the US dollar has overwhelmed the euro and yen, and the trend of reaping the rewards is obvious. Historically, the the US Dollar Index has only broken through 110 three times, and each time emerging economies have suffered and fallen into the so-called middle-income trap.</p><p><b>01、</b><b>164 peaks</b></p><p>On February 28, 1985, the the US Dollar Index climbed to 164, a record high, a full doubling of the low of 82 in 1978.<b>Such a large surge was closely related to the Federal Reserve's extremely aggressive monetary policy at the time.</b></p><p><img src=\"https://static.tigerbbs.com/72bd224468fddeaa874801284e9b7e03\" tg-width=\"860\" tg-height=\"412\" referrerpolicy=\"no-referrer\"/></p><p>During the global inflation of the 1970s, Bernsch, then chairman of the Federal Reserve, was hesitant and unable to adopt strong monetary policy to suppress inflation. When he left office in 1978, U.S. inflation was still as high as 7.62%. After leaving office, William Miller took office, but stepped down abruptly after only 18 months. Inflation was 11.22% in the year he left office. Then, in August 1979, Volcker came to power and initiated a significant rate hike, with interest rates rate hike from around 8% to 19.1% in June 1981.</p><p><img src=\"https://static.tigerbbs.com/181b29b3d0a74859e8a8750ed3f8a852\" tg-width=\"860\" tg-height=\"653\" referrerpolicy=\"no-referrer\"/></p><p>During this period, geopolitical and energy crises erupted. From late 1978 to early March 1979, Iran stopped exporting oil, resulting in a global oil supply and demand gap of 5 million barrels per day. In September 1980, the Iraqi Air Force bombed Iran, the Iran-Iraq War broke out, both countries stopped exporting oil, and the oil crisis broke out again. Oil prices soared from $14 in 1979 to around $40.</p><p>A strong rate hike in the US dollar, coupled with geopolitical wars, has led to a continued flow of global dollars back to the United States. During this process, foreign capital from countries like Brazil and Argentina, whose economies were booming, fled, running on their foreign exchange reserves, ultimately leading to economic collapse, creating the Latin American economic crisis, and falling into a so-called trap. Previously, these countries relied on large amounts of foreign debt to develop their economies, which soared from $21.2 billion in 1970 to $328.7 billion in 1980, a cumulative increase of 15.5 times.</p><p>The dollar continued to appreciate until 1985. On September 22 of that year, the finance ministers and central bank governors of the soaring industrial powers of the United States, Japan, the United Kingdom, France, and Germany met in New York and signed the famous Plaza Accord, which caused the yen to appreciate sharply and the dollar to depreciate sharply.</p><p>Subsequently, a large influx of US dollars into Japan led to a weakening of the Japanese currency and a weighing of goods, causing the real estate and stock markets to soar. When the time was right, in 1988, the dollar experienced a sharp rate hike and tightening, bursting the bubble. A large amount of capital flowed out of Japan, and financial assets continued to plummet. Massive wealth was swept away, and Japan lost 30 years.</p><p>The strong appreciation of the US dollar has created a tragedy in Latin America. During the decline and depreciation, the Plaza Agreement was signed, embarking on the path of reaping the benefits of Japan.</p><p><b>02、</b><b>121st peak</b></p><p><b>Starting in 1995, after several years of consolidation at the bottom, the the US Dollar Index began its rise again, climbing to 121 in July 2001, setting the second highest record in history.</b></p><p>In fact, starting in January 1994, the Federal Reserve implemented seven consecutive rounds of aggressive rate hike, rapidly raising the federal benchmark interest rate from 3% to 6%. Among them, the one-time rate hike of 75 basis points on November 15, 1994, became the largest rate hike since the 1980s. For the next three years (1995-1998), the Federal Reserve adopted a \"rate cut - rate hike - rate cut\" approach, but the increases and decreases were relatively small, and the overall monetary policy was in a relatively strong state. Then, in June 1999, a significant rate hike cycle began.</p><p><img src=\"https://static.tigerbbs.com/5225d22f3ae681705b71ca122e4a75d9\" tg-width=\"852\" tg-height=\"597\" referrerpolicy=\"no-referrer\"/></p><p>In addition,<b>A key factor in the strong surge in the US dollar is the robust economic fundamentals.</b></p><p>The United States ignited the Internet information revolution in 1995, and its economy experienced a spectacular growth frenzy within a few years. From 1995 to 1997, the IT industry accounted for only 8% of US GDP, but its contribution to economic growth was as high as 35%.</p><p><img src=\"https://static.tigerbbs.com/2531fb4abd17b98411e606ba538255fb\" tg-width=\"851\" tg-height=\"618\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>During the period of sharp appreciation of the US dollar, the currencies of Southeast Asian countries that adopt fixed exchange rates were forced to appreciate passively, greatly weakening their export competitiveness. In 1996, these countries experienced a significant decline in exports and an accelerated deterioration in their current accounts.</p><p>In February 1997, Solls mortgaged half of his net worth to raise $15 billion, equivalent to 380 billion baht, from a Thai bank to stockpile foreign exchange ammunition, waiting for the right time to strike. In April, So believed that the amount of ammunition he held and the market follow-up triggered by the sell-off was greater than the Bank of Thailand's $30 billion foreign exchange reserves. So he joined forces with Wall Street peers to sell off the Thai baht intensively in a short period of time, and used futures and other tools to significantly short the Thai baht exchange rate.</p><p>The Bank of Thailand fought a fierce battle against the Solls, but ultimately lost, abandoning the fixed exchange rate system on July 2 and implementing a floating exchange rate system. The Thai baht plummeted that day, depreciating by as much as 18%. Subsequently, the exchange rate continued to decline. By January 1998, the Thai baht had depreciated to 1:55 against the US dollar, a depreciation of as much as 40%, and by the end of the year it had reached 60%.</p><p>Wall Street tycoons led by Suu Kyi snatched tens of billions of dollars in wealth from Thailand, including the $30 billion in foreign exchange accumulated by the Bank of Thailand over decades. But the nightmare wasn't over yet. During the same period, the real estate and stock market bubbles burst (the SET fell from 1,756 points to 200 points in August 1998, a drop of 89%), severely damaging the vitality of the Thai economy. Using almost the same tactic, Wall Street plundered the wealth of Southeast Asian countries such as Malaysia, Indonesia, and Singapore.</p><p>Solls simply seized the opportunity amidst the tidal trend of the US dollar, severely damaging Thailand and then spreading throughout Southeast Asia. The joint short selling by Suo was only the trigger, but not the originator; the strong appreciation of the US dollar was the real cause. Following the Southeast Asian economic and financial crisis, overseas funds flowed back to the United States, which in turn stimulated a stronger US dollar.</p><p>In addition to the calamities in Southeast Asia, the strength of the US dollar also triggered Russia's debt crisis, which subsequently escalated into an economic and political crisis.</p><p>At the end of 1997, Russia's total foreign debt was $128 billion (short-term debt accounted for 70%), but its total assets were only $27.7 billion, and its foreign exchange reserves were only $13 billion. The dollar appreciated too quickly, depleting Russia's foreign exchange reserves and making it unable to pay its foreign debts, thus leading to a default.</p><p>August 1998, Russia<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>The announcement of a postponement of foreign debt repayments and the suspension of government bond trading triggered a series of crises, severely impacting Russia and plunging it into a trap.</p><p><b>Learning from history, the so-called middle-income trap is actually an open scheme.</b>The main reason they couldn't cross it was that they had grown fat and were about to be slaughtered. Long, long ago, the great plunder of wealth had to rely on war, while the past few decades have relied on financial plunder. The tide of the dollar plundered the enormous wealth accumulated by these so-called emerging economies, and their economic and financial sovereignty was also relinquished, leaving them with no way to turn things around.</p><p>However, there are exceptions, and Japan is one of them, which has overcome the trap and entered the ranks of developed countries. However, it still could not escape the fate of being exploited by Wall Street, and a series of sovereignties were also taken away by force.</p><p><b>03、</b><b>Ending</b></p><p>The surge in dollar appreciation since May of last year is not due to the particularly strong performance of the US economy, but rather is very similar to the surge in 1978-1985, mainly caused by exceptionally aggressive monetary policy.</p><p>Since the beginning of the year, the Federal Reserve's rate hike has been exceeding expectations, with rate hike of 25 basis points, 50 basis points, 75 basis points, and 75 basis points in March, May, June, and July, respectively. In just four policy meetings, the interest rate rate hike plummeted by 225 basis points, marking the most aggressive and frenzied rate hike move in 40 years. Furthermore, the expected probability of another 75BP rate hike in September this year has exceeded 70%.</p><p>Such a sharp turn in the Federal Reserve's monetary policy is clearly an attack on other currencies around the world. Since the beginning of this year, emerging economies have depleted an average of $2 billion in foreign exchange reserves per day, but this still cannot stop the depreciation of their domestic currencies and the strong appreciation of the US dollar.</p><p><b>Once these countries' foreign exchange reserves are drained and their currencies continue to depreciate, significant financial and economic turmoil and chaos may be inevitable. This has created huge opportunities for Wall Street to shepherd the world.</b></p><p>Sri Lanka has declared bankruptcy at the national level, but this scale is simply insufficient to satisfy the appetite of capital. Now, Wall Street capital is targeting heavyweight economies like Europe and Japan, which are already in a huge predicament.</p><p>The US dollar hit 110, a new 20-year high, already sounding the alarm for a financial crisis. The current overwhelming performance of non-US currencies, especially those in Japan and Europe, is indeed a somewhat ominous sign.</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>The US dollar suddenly broke through 110: What risks does this suggest?</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 US dollar suddenly broke through 110: What risks does this suggest?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time smaller\">2022-09-07 21:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Over the past few decades, many countries around the world have created economic growth miracles for a period of time, but ultimately failed and fell into the middle-income trap, unable to extricate themselves. These include Brazil and Argentina in Latin America, Thailand, the Philippines, and Malaysia in Southeast Asia, and Russia and Turkey in Europe.</p><p>Following a normal economic growth path, it is natural for per capita income to exceed $10,000, but why are so many countries unable to do so? In my view, in addition to the fragility of these countries' own development processes, another important factor is that Wall Street has reaped their enormous wealth through the dollar tidal weapon, causing them to never recover. This harvesting process is often accompanied by an unusually strong US dollar.</p><p>Today, the the US Dollar Index broke through 110 sharply, a significant increase of 23% compared to May last year. Meanwhile, non-US major currencies continued to plummet – the euro fell below 0.99 against the dollar for the first time, with the largest drop reaching 20%; The pound fell below 1.15 against the dollar, with a maximum drop of 20%; The US dollar broke through 144 against the Japanese yen, very close to 145, which the market believes could trigger a financial crisis, after the latter depreciated sharply by 29%.</p><p><img src=\"https://static.tigerbbs.com/849af6b96bcea892e2a662968a3138fc\" tg-width=\"860\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/></p><p>The strength of the US dollar has overwhelmed the euro and yen, and the trend of reaping the rewards is obvious. Historically, the the US Dollar Index has only broken through 110 three times, and each time emerging economies have suffered and fallen into the so-called middle-income trap.</p><p><b>01、</b><b>164 peaks</b></p><p>On February 28, 1985, the the US Dollar Index climbed to 164, a record high, a full doubling of the low of 82 in 1978.<b>Such a large surge was closely related to the Federal Reserve's extremely aggressive monetary policy at the time.</b></p><p><img src=\"https://static.tigerbbs.com/72bd224468fddeaa874801284e9b7e03\" tg-width=\"860\" tg-height=\"412\" referrerpolicy=\"no-referrer\"/></p><p>During the global inflation of the 1970s, Bernsch, then chairman of the Federal Reserve, was hesitant and unable to adopt strong monetary policy to suppress inflation. When he left office in 1978, U.S. inflation was still as high as 7.62%. After leaving office, William Miller took office, but stepped down abruptly after only 18 months. Inflation was 11.22% in the year he left office. Then, in August 1979, Volcker came to power and initiated a significant rate hike, with interest rates rate hike from around 8% to 19.1% in June 1981.</p><p><img src=\"https://static.tigerbbs.com/181b29b3d0a74859e8a8750ed3f8a852\" tg-width=\"860\" tg-height=\"653\" referrerpolicy=\"no-referrer\"/></p><p>During this period, geopolitical and energy crises erupted. From late 1978 to early March 1979, Iran stopped exporting oil, resulting in a global oil supply and demand gap of 5 million barrels per day. In September 1980, the Iraqi Air Force bombed Iran, the Iran-Iraq War broke out, both countries stopped exporting oil, and the oil crisis broke out again. Oil prices soared from $14 in 1979 to around $40.</p><p>A strong rate hike in the US dollar, coupled with geopolitical wars, has led to a continued flow of global dollars back to the United States. During this process, foreign capital from countries like Brazil and Argentina, whose economies were booming, fled, running on their foreign exchange reserves, ultimately leading to economic collapse, creating the Latin American economic crisis, and falling into a so-called trap. Previously, these countries relied on large amounts of foreign debt to develop their economies, which soared from $21.2 billion in 1970 to $328.7 billion in 1980, a cumulative increase of 15.5 times.</p><p>The dollar continued to appreciate until 1985. On September 22 of that year, the finance ministers and central bank governors of the soaring industrial powers of the United States, Japan, the United Kingdom, France, and Germany met in New York and signed the famous Plaza Accord, which caused the yen to appreciate sharply and the dollar to depreciate sharply.</p><p>Subsequently, a large influx of US dollars into Japan led to a weakening of the Japanese currency and a weighing of goods, causing the real estate and stock markets to soar. When the time was right, in 1988, the dollar experienced a sharp rate hike and tightening, bursting the bubble. A large amount of capital flowed out of Japan, and financial assets continued to plummet. Massive wealth was swept away, and Japan lost 30 years.</p><p>The strong appreciation of the US dollar has created a tragedy in Latin America. During the decline and depreciation, the Plaza Agreement was signed, embarking on the path of reaping the benefits of Japan.</p><p><b>02、</b><b>121st peak</b></p><p><b>Starting in 1995, after several years of consolidation at the bottom, the the US Dollar Index began its rise again, climbing to 121 in July 2001, setting the second highest record in history.</b></p><p>In fact, starting in January 1994, the Federal Reserve implemented seven consecutive rounds of aggressive rate hike, rapidly raising the federal benchmark interest rate from 3% to 6%. Among them, the one-time rate hike of 75 basis points on November 15, 1994, became the largest rate hike since the 1980s. For the next three years (1995-1998), the Federal Reserve adopted a \"rate cut - rate hike - rate cut\" approach, but the increases and decreases were relatively small, and the overall monetary policy was in a relatively strong state. Then, in June 1999, a significant rate hike cycle began.</p><p><img src=\"https://static.tigerbbs.com/5225d22f3ae681705b71ca122e4a75d9\" tg-width=\"852\" tg-height=\"597\" referrerpolicy=\"no-referrer\"/></p><p>In addition,<b>A key factor in the strong surge in the US dollar is the robust economic fundamentals.</b></p><p>The United States ignited the Internet information revolution in 1995, and its economy experienced a spectacular growth frenzy within a few years. From 1995 to 1997, the IT industry accounted for only 8% of US GDP, but its contribution to economic growth was as high as 35%.</p><p><img src=\"https://static.tigerbbs.com/2531fb4abd17b98411e606ba538255fb\" tg-width=\"851\" tg-height=\"618\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>During the period of sharp appreciation of the US dollar, the currencies of Southeast Asian countries that adopt fixed exchange rates were forced to appreciate passively, greatly weakening their export competitiveness. In 1996, these countries experienced a significant decline in exports and an accelerated deterioration in their current accounts.</p><p>In February 1997, Solls mortgaged half of his net worth to raise $15 billion, equivalent to 380 billion baht, from a Thai bank to stockpile foreign exchange ammunition, waiting for the right time to strike. In April, So believed that the amount of ammunition he held and the market follow-up triggered by the sell-off was greater than the Bank of Thailand's $30 billion foreign exchange reserves. So he joined forces with Wall Street peers to sell off the Thai baht intensively in a short period of time, and used futures and other tools to significantly short the Thai baht exchange rate.</p><p>The Bank of Thailand fought a fierce battle against the Solls, but ultimately lost, abandoning the fixed exchange rate system on July 2 and implementing a floating exchange rate system. The Thai baht plummeted that day, depreciating by as much as 18%. Subsequently, the exchange rate continued to decline. By January 1998, the Thai baht had depreciated to 1:55 against the US dollar, a depreciation of as much as 40%, and by the end of the year it had reached 60%.</p><p>Wall Street tycoons led by Suu Kyi snatched tens of billions of dollars in wealth from Thailand, including the $30 billion in foreign exchange accumulated by the Bank of Thailand over decades. But the nightmare wasn't over yet. During the same period, the real estate and stock market bubbles burst (the SET fell from 1,756 points to 200 points in August 1998, a drop of 89%), severely damaging the vitality of the Thai economy. Using almost the same tactic, Wall Street plundered the wealth of Southeast Asian countries such as Malaysia, Indonesia, and Singapore.</p><p>Solls simply seized the opportunity amidst the tidal trend of the US dollar, severely damaging Thailand and then spreading throughout Southeast Asia. The joint short selling by Suo was only the trigger, but not the originator; the strong appreciation of the US dollar was the real cause. Following the Southeast Asian economic and financial crisis, overseas funds flowed back to the United States, which in turn stimulated a stronger US dollar.</p><p>In addition to the calamities in Southeast Asia, the strength of the US dollar also triggered Russia's debt crisis, which subsequently escalated into an economic and political crisis.</p><p>At the end of 1997, Russia's total foreign debt was $128 billion (short-term debt accounted for 70%), but its total assets were only $27.7 billion, and its foreign exchange reserves were only $13 billion. The dollar appreciated too quickly, depleting Russia's foreign exchange reserves and making it unable to pay its foreign debts, thus leading to a default.</p><p>August 1998, Russia<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>The announcement of a postponement of foreign debt repayments and the suspension of government bond trading triggered a series of crises, severely impacting Russia and plunging it into a trap.</p><p><b>Learning from history, the so-called middle-income trap is actually an open scheme.</b>The main reason they couldn't cross it was that they had grown fat and were about to be slaughtered. Long, long ago, the great plunder of wealth had to rely on war, while the past few decades have relied on financial plunder. The tide of the dollar plundered the enormous wealth accumulated by these so-called emerging economies, and their economic and financial sovereignty was also relinquished, leaving them with no way to turn things around.</p><p>However, there are exceptions, and Japan is one of them, which has overcome the trap and entered the ranks of developed countries. However, it still could not escape the fate of being exploited by Wall Street, and a series of sovereignties were also taken away by force.</p><p><b>03、</b><b>Ending</b></p><p>The surge in dollar appreciation since May of last year is not due to the particularly strong performance of the US economy, but rather is very similar to the surge in 1978-1985, mainly caused by exceptionally aggressive monetary policy.</p><p>Since the beginning of the year, the Federal Reserve's rate hike has been exceeding expectations, with rate hike of 25 basis points, 50 basis points, 75 basis points, and 75 basis points in March, May, June, and July, respectively. In just four policy meetings, the interest rate rate hike plummeted by 225 basis points, marking the most aggressive and frenzied rate hike move in 40 years. Furthermore, the expected probability of another 75BP rate hike in September this year has exceeded 70%.</p><p>Such a sharp turn in the Federal Reserve's monetary policy is clearly an attack on other currencies around the world. Since the beginning of this year, emerging economies have depleted an average of $2 billion in foreign exchange reserves per day, but this still cannot stop the depreciation of their domestic currencies and the strong appreciation of the US dollar.</p><p><b>Once these countries' foreign exchange reserves are drained and their currencies continue to depreciate, significant financial and economic turmoil and chaos may be inevitable. This has created huge opportunities for Wall Street to shepherd the world.</b></p><p>Sri Lanka has declared bankruptcy at the national level, but this scale is simply insufficient to satisfy the appetite of capital. Now, Wall Street capital is targeting heavyweight economies like Europe and Japan, which are already in a huge predicament.</p><p>The US dollar hit 110, a new 20-year high, already sounding the alarm for a financial crisis. The current overwhelming performance of non-US currencies, especially those in Japan and Europe, is indeed a somewhat ominous sign.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed934b4816fdc5786a33453382a387eb","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175988640","content_text":"过去几十年，全球不少国家都曾经在一段时间内创造过经济增长奇迹，但最终都折戟而返，掉入中等收入陷阱，无法自拔，包括拉丁美洲的巴西、阿根廷、东南亚的泰国、菲律宾、马来西亚以及欧洲的俄罗斯、土耳其等。按照经济正常增长路径，人均收入跨过1万美元是自然而然的事，但为何会有一大批国家就是跨不过去？在我看来，除了这些国家本身发展过程中的脆弱等问题，还有一个重要因素就是华尔街通过美元潮汐武器收割它们的巨量财富，使其一蹶不振。而这个收割过程中，往往伴随着美元的异常强势。今日，美元指数急破110，较去年5月大幅上涨23%。而非美主流货币狂泻不止——欧元兑美元罕见跌破0.99，最大跌幅高达20%；英镑兑美元跌破1.15，最大跌幅高达20%；美元兑日元升破144，无限接近市场认为可能引爆金融危机的145，后者大幅贬值29%。美元强势，干翻欧元、日元，收割之态势昭然若揭。历史上，美元指数突破110，也仅有3次，且每次都有新兴经济体遭殃倒霉，掉入所谓中等收入陷阱。01、164高峰1985年2月28日，美元指数攀升至164，创下历史最高记录，相较于1978年低点的82，整整上涨翻了一倍。大涨如此之多，与当时的美联储无比激进的货币政策密切相关。1970年代的全球大通胀，时任美联储主席的伯恩施首鼠两端，不能采取强有力的货币政策压制住通胀。在1978年卸任的时候，美国通胀仍然高达7.62%。卸任之后，威廉米勒上台，只干了18个月就匆匆下台，卸任当年通胀11.22%。紧接着1979年8月沃尔克上台，开启大幅加息模式，从8%左右的利率一路加息至1981年6月的19.1%。在此期间，地缘政治、能源危机爆发。从1978年底到1979年3月初，伊朗停止输出石油，导致全球石油每日供需缺口达到500万桶。1980年9月，伊拉克空军轰炸伊朗，两伊战争爆发，两国石油均停止出口，石油危机再度爆发。油价从1979年的14美元飙升至40美元左右。美元强势加息，叠加地缘战争，全球美元持续回流美国。而这个过程中，经济发展势头如日中天的巴西、阿根廷等国的外资纷纷跑路，挤兑外储，最终经济崩溃，制造了拉丁美洲经济危机，掉进所谓陷阱。而在之前，这些国家依靠大量举债外资发展经济，从1970年的212亿美元急速飙升至1980年的3287亿美元，累计增长15.5倍。美元升值的步伐一直到了1985年。当年9月22日，美、日、英、法、德这些如日冲天的工业大国财政部长和央行行长在纽约会晤后，签下的著名的《广场协议》，让日元大幅升值，美元大幅贬值。此后，大量美元流入日本，导致日本国内的货币变轻，商品变重，楼市、股市一飞冲天。等火候差不多的时候，即1988年，美元大幅加息紧缩刺破泡沫，大量资本流出日本，金融资产持续暴跌。海量财富被卷走了，日本失去了30年。美元强势大升值，制造拉美洲惨案。下跌贬值过程中，签订广场协议，开启收割日本之路。02、121次峰从1995年开始，美元指数经过几年底部的盘整之后，再度开启崛起之路，于2001年7月攀升至121，创下历史第二高记录。其实1994年1月开始，美联储连续激进加息7次，联邦基准利率从3%快速提升至6%。其中，1994年11月15日，一次性加息75个基点，成为1980年代以来加息幅度最大的一次。此后的3年内（1995-1998年），美联储采取“降息—加息—降息”的操作，但加降息幅度都比较小，货币政策整体处于比较强势的状态。后又于1999年6月开启大幅加息周期。此外，美元这波强势大涨很重要的因素是经济基本面表现强劲。美国在1995年引爆了互联网信息革命，其经济在几年内走出了一波轰轰烈烈的增长狂潮。1995一1997年IT产业只占美国GDP的8%，但它对经济增长的贡献率却高达35%。美元大幅升值期间，迫使采取固定汇率制的东南亚国家货币被动升值，大大削弱出口竞争力。1996年，这些国家的出口显著下滑，经常账户加速恶化。1997年2月，索LS抵押了自己的半数身价，向泰国银行融资150亿美元，折合泰铢3800亿元，储备外汇弹药，等待时机基准狙击。4月，索认为自己手握的弹药以及抛售引发市场跟风的体量要大于泰国央行300亿美元外汇储备，于是联合华尔街同行大佬，在短时间内密集抛售泰铢，配合期货等工具大幅做空泰铢汇率。泰国央行大战索LS，但最终败北，于7月2日放弃固定汇率制，实施浮动汇率制。泰铢汇率当日暴跌，贬值高达18%。此后，汇率持续下行，到1998年1月，泰铢兑美元贬值到1:55，贬值幅度高达40%，到年末更是达到了60%。索为首的华尔街大佬一把撸走了泰国数百亿美元的巨量财富，包括泰国央行积攒数十年的300亿美元外汇也被洗劫一空。但噩梦还没完，同期楼市、股市泡沫破灭（SET从1756点跌至1998年8月的200点，跌幅89%），重创了泰国经济元气。几乎以同样的套路，华尔街洗劫了马来西亚、印尼、新加坡等东南亚国家的财富。索LS无非是在美元潮汐的大势中，看准时机顺势而为，重创泰国，进而蔓延到整个东南亚。索的联合做空只是导火索，但并不是始作俑者，美元强势升值才是。东南亚经济以及金融危机之后，海外资金回流美国趋之如骛，反而来刺激美元更加强势。除了东南亚之劫，美元强势还触发了俄罗斯的债务危机，随后金融危机，逐步升级成经济危机和政治危机。1997年底，俄罗斯对外负债总额为1280亿美元（短期债务占比70%），资产总值却仅有277亿美元，外汇储备仅仅只有130亿美元。美元升值太快，过快消耗俄罗斯的外汇储备，无力支付外债从而导致违约。1998年8月，俄罗斯中央银行宣布推迟偿还外债及暂停国债券交易，一系列危机爆发，重创俄罗斯，使其掉入陷阱。以史为鉴，所谓中等收入陷阱其实是一场阳谋。为何跨不过去，主因是长肥了，到被宰割的时候了。很久很久以前，财富大掠夺必须靠战争，而过去的几十年靠的是金融掠夺，美元潮汐一波，就洗劫了这些所谓新兴经济体积攒下来的巨量财富，且经济与金融主权也让渡了出来，不得翻身。但也有例外，日本就是其中之一，跨过陷阱，迈入发达国家之列。但依旧逃不掉被华尔街收割的命运，且一系列主权也都被豪取强夺走了。03、尾声从去年5月至今的这波美元升值狂潮，并不是美国经济表现有多么强劲，而是跟1978-1985年这一波非常相像，主要由异常激进的货币政策导致。从年初到现在，美联储的加息一直在超预期进行，3月、5月、6月、7月分别加息25BP、50BP、75BP、75BP。短短4次议息会议，大幅加息225个基点，创下40年来最激进、最疯狂的加息操作。且今年9月再度加息75BP的预期概率已经超过70%。美联储货币政策如此“急转弯”，显然对全球其他货币是一种攻击状态。今年以来，新兴经济日均20亿美元的外汇储备被消耗，但依旧无法阻挡本国货币贬值以及美元强势升值的步伐。一旦这些国家外汇储备被榨干，汇率持续贬值失手，金融以及经济陷入巨大的动荡与混乱就可能无法避免。这为华尔街全球剪羊毛创造了巨大空间。斯里兰卡已经宣布国家层面的破产，但这体量根本无法满足资本的胃口。现在，华尔街资本瞄准的是欧洲、日本这样的重磅级的经济体，而它们现在已经陷入巨大的困境之中。美元拿下110，再创20年新高，已经拉响了金融风暴的警笛。现在，非美货币的一边倒表现，尤其是日欧，真是有点不祥之征兆。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}