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2023-06-18

[微笑]

Rate hike "invalid"? U.S. stocks have risen back, and the dollar has also fallen back

2023-05-20

[微笑]

"Extreme Game"! US debt ceiling talks'end fruitlessly 'on Friday

2023-05-19

[微笑]

Sorry, the original content has been removed

2023-05-14

[微笑]

Buy it at 2800 and set it at 3400? 90% of funds underperformed the market during the year. Who caught the bull market?

2023-05-04

[微笑]

Not just relying on the "moat"! Buffett also has a big investment "trick"

2023-05-03

[微笑]

Pre-market | The Fed's interest rate drama will be staged tonight, or the last rate hike will be ushered in! Estee Lauder fell 15% after thunderstorm in financial report

2023-04-30

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How long can US technology stocks be bullish? Just look at the financial reports of Apple and AMD next week

2023-04-29

[微笑]

Who did the First Republic "win the flower"? Report: FDIC asks bidders including JPMorgan to submit final offers by Sunday

2023-04-28

[微笑]

Fed blames management problems and poor regulation for Silicon Valley Bank failure

2023-04-27

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Has the inflation limelight been robbed? The focus of the market has quietly changed!

2023-04-25

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Sorry, the original content has been removed

2023-04-22

[微笑]

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

2023-04-20

[微笑]

A surge of $11.4 billion in a single quarter! Under the pressure of economic recession, U.S. junk bond growth returns to high point

2023-04-19

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Sorry, the original content has been removed

2023-04-18

[微笑]

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

2023-04-17

[微笑]

Financial report preview | How long can Tesla's price reduction dividend last, and will it "backlash" itself?

2023-04-16

[微笑]

Don't miss this bull market

2023-04-15

[微笑]

A key step in Musk's "Mars Plan": Space X "Starship" test launch next week

2023-04-14

[微笑]

Bank of America: Prefer AMD to Intel, giving the latter a "buy" rating

2023-04-13

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A-share turnover exceeded one trillion for 8 consecutive days! The list of active stocks is here, 14 stocks have been swept by smart funds

Go to Tiger App to see more news

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U.S. stocks have risen back, and the dollar has also fallen back","url":"https://stock-news.laohu8.com/highlight/detail?id=1156309203","media":"华尔街见闻","summary":"“四十年来最激进加息周期”如同没有发生！","content":"<p><html><head></head><body>Looking back at the node when the Federal Reserve suspended rate hike in June, we can find such a magical scene: the performance of the U.S. stock market and the U.S. dollar has hardly changed compared to the beginning of the rate hike cycle in early 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/083e237d5166eb06a4af3db441f84982\" tg-width=\"640\" tg-height=\"356\"/></p><p><h2 style=\"text-align: start;\">The market index travels back in time and space 15 months ago</h2><p style=\"text-align: justify;\">As of the close of U.S. stocks on Friday, the S&P 500 index had gained five consecutive weeks of positive results, reporting 4,409 points. When the Federal Reserve started this rate hike cycle 15 months ago, the S&P closed at 4,358 points. The current S&P 500 index is higher than it was during the first rate hike on March 16, 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7359049e4467a9f0aff05065fa3d2\" tg-width=\"640\" tg-height=\"1415\"/></p><p><p style=\"text-align: justify;\"><strong>Generally speaking, the tightening of liquidity by the Federal Reserve's rate hike, although not a direct factor leading to a bear market, will also lead to an adjustment in the broader market.</strong>In 2022, the sharp correction of U.S. stocks, especially technology stocks, can confirm this point. After the rate hike in the spring, U.S. stocks sold off and fell into a bear market due to high inflation and rising borrowing costs, and recession predictions spread across the market.</p><p><p style=\"text-align: justify;\">However, in the first half of this year, U.S. stocks rebounded sharply, driven by strong corporate earnings. Before entering the earnings season at the beginning of the year, Wall Street analysts had already slashed their expectations. As a result, strong results offset the pessimism after companies announced their earnings reports one after another.</p><p><p style=\"text-align: justify;\">According to FactSet data, as of the end of May, nearly 80% of U.S.-listed companies' first-quarter financial reports exceeded expectations, and the proportion hit a two-year high.</p><p><p style=\"text-align: justify;\">In addition, driven by the craze set off by ChatGPT, large technology stocks such as the seven sisters of the US stock market (Apple, Microsoft, Nvidia, Amazon, Meta, Tesla, and Google) continued to rise, driving the index up. In the first half of this year, the Nasdaq and S&P 500 rebounded and entered a technical bull market one after another.</p><p><p style=\"text-align: justify;\">At present,<strong>Although Federal Reserve Chairman Powell still insisted on being hawkish after the June interest rate meeting, the future path of monetary policy is highly certain. The market generally expects that the rate hike is nearing the end, and the Fed's tightening stance can no longer restrain the upward momentum of the market.</strong></p><p><p style=\"text-align: justify;\">Bloomberg quoted experts as saying,<strong>In the next 6-12 months, the importance of the Federal Reserve will be less and other global drivers and fundamentals will play a greater role.</strong></p><p><p style=\"text-align: justify;\">Furthermore, the impact of macro factors on stocks has fallen from 83% to 71% since March, the largest three-month decline since 2009, according to Citigroup's model.</p><p><h2 style=\"text-align: start;\">The US Dollar Index fell back simultaneously</h2><p style=\"text-align: justify;\">Meanwhile, the strength of the dollar has also waned, with the US Dollar Index currently trading near April 2022 levels, down nearly 10% from its all-time high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/933da88b6af1b7ce7a54fb42e84aa2ec\" tg-width=\"640\" tg-height=\"833\"/></p><p><p style=\"text-align: justify;\"><strong>The US Dollar Index, which measures the fluctuation of the exchange rate of the US dollar against six major currencies, is sensitive to interest rate policy, which is usually positively correlated with the interest rate level, that is, rate hike pushes the US Dollar Index up, and vice versa.</strong></p><p><p style=\"text-align: justify;\">This can be observed in this rate hike cycle, which has lasted for 15 months and has accumulated 500 basis points. The Federal Reserve began its rate hike in March 22, followed by four consecutive aggressive rate hike of 75 basis points between June and September. The US Dollar Index rose from about 102 in early June to about 114 at the end of September, a cumulative increase of more than 11%. During this period, other currencies were under tremendous depreciation pressure. It was not until the recent debt ceiling crisis was resolved and the Fed's signal of suspending rate hike was clear that the US Dollar Index finally fell back.</p><p><p style=\"text-align: justify;\">Currently, the market expects two more 25 basis point or one 50 basis point rate hike by the end of this year. But the widely expected recession has not yet occurred, the U.S. economy appears to have withstood the brunt of rate hike, the labor market is resilient, and corporate balance sheets are mostly healthy.<strong>In their latest report, strategists at Bank of America raised their outlook for the U.S. stock market and became increasingly optimistic about the economic outlook. They predicted that if there was a recession, it would be relatively mild.</strong></p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rate hike \"invalid\"? 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U.S. stocks have risen back, and the dollar has also fallen back\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-06-18 20:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Looking back at the node when the Federal Reserve suspended rate hike in June, we can find such a magical scene: the performance of the U.S. stock market and the U.S. dollar has hardly changed compared to the beginning of the rate hike cycle in early 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/083e237d5166eb06a4af3db441f84982\" tg-width=\"640\" tg-height=\"356\"/></p><p><h2 style=\"text-align: start;\">The market index travels back in time and space 15 months ago</h2><p style=\"text-align: justify;\">As of the close of U.S. stocks on Friday, the S&P 500 index had gained five consecutive weeks of positive results, reporting 4,409 points. When the Federal Reserve started this rate hike cycle 15 months ago, the S&P closed at 4,358 points. The current S&P 500 index is higher than it was during the first rate hike on March 16, 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7359049e4467a9f0aff05065fa3d2\" tg-width=\"640\" tg-height=\"1415\"/></p><p><p style=\"text-align: justify;\"><strong>Generally speaking, the tightening of liquidity by the Federal Reserve's rate hike, although not a direct factor leading to a bear market, will also lead to an adjustment in the broader market.</strong>In 2022, the sharp correction of U.S. stocks, especially technology stocks, can confirm this point. After the rate hike in the spring, U.S. stocks sold off and fell into a bear market due to high inflation and rising borrowing costs, and recession predictions spread across the market.</p><p><p style=\"text-align: justify;\">However, in the first half of this year, U.S. stocks rebounded sharply, driven by strong corporate earnings. Before entering the earnings season at the beginning of the year, Wall Street analysts had already slashed their expectations. As a result, strong results offset the pessimism after companies announced their earnings reports one after another.</p><p><p style=\"text-align: justify;\">According to FactSet data, as of the end of May, nearly 80% of U.S.-listed companies' first-quarter financial reports exceeded expectations, and the proportion hit a two-year high.</p><p><p style=\"text-align: justify;\">In addition, driven by the craze set off by ChatGPT, large technology stocks such as the seven sisters of the US stock market (Apple, Microsoft, Nvidia, Amazon, Meta, Tesla, and Google) continued to rise, driving the index up. In the first half of this year, the Nasdaq and S&P 500 rebounded and entered a technical bull market one after another.</p><p><p style=\"text-align: justify;\">At present,<strong>Although Federal Reserve Chairman Powell still insisted on being hawkish after the June interest rate meeting, the future path of monetary policy is highly certain. The market generally expects that the rate hike is nearing the end, and the Fed's tightening stance can no longer restrain the upward momentum of the market.</strong></p><p><p style=\"text-align: justify;\">Bloomberg quoted experts as saying,<strong>In the next 6-12 months, the importance of the Federal Reserve will be less and other global drivers and fundamentals will play a greater role.</strong></p><p><p style=\"text-align: justify;\">Furthermore, the impact of macro factors on stocks has fallen from 83% to 71% since March, the largest three-month decline since 2009, according to Citigroup's model.</p><p><h2 style=\"text-align: start;\">The US Dollar Index fell back simultaneously</h2><p style=\"text-align: justify;\">Meanwhile, the strength of the dollar has also waned, with the US Dollar Index currently trading near April 2022 levels, down nearly 10% from its all-time high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/933da88b6af1b7ce7a54fb42e84aa2ec\" tg-width=\"640\" tg-height=\"833\"/></p><p><p style=\"text-align: justify;\"><strong>The US Dollar Index, which measures the fluctuation of the exchange rate of the US dollar against six major currencies, is sensitive to interest rate policy, which is usually positively correlated with the interest rate level, that is, rate hike pushes the US Dollar Index up, and vice versa.</strong></p><p><p style=\"text-align: justify;\">This can be observed in this rate hike cycle, which has lasted for 15 months and has accumulated 500 basis points. The Federal Reserve began its rate hike in March 22, followed by four consecutive aggressive rate hike of 75 basis points between June and September. The US Dollar Index rose from about 102 in early June to about 114 at the end of September, a cumulative increase of more than 11%. During this period, other currencies were under tremendous depreciation pressure. It was not until the recent debt ceiling crisis was resolved and the Fed's signal of suspending rate hike was clear that the US Dollar Index finally fell back.</p><p><p style=\"text-align: justify;\">Currently, the market expects two more 25 basis point or one 50 basis point rate hike by the end of this year. But the widely expected recession has not yet occurred, the U.S. economy appears to have withstood the brunt of rate hike, the labor market is resilient, and corporate balance sheets are mostly healthy.<strong>In their latest report, strategists at Bank of America raised their outlook for the U.S. stock market and became increasingly optimistic about the economic outlook. They predicted that if there was a recession, it would be relatively mild.</strong></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3691390\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3691390","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1156309203","content_text":"站在六月美联储暂停加息的节点回看，可以发现这样一幕神奇的景象：美股大盘和美元的表现，相比22年初加息周期开始时几乎没有变化。大盘指数时空穿越 回到15个月前截至周五美股收盘，标普500指数收获五周连阳，报4409点。当15个月前，美联储开启本轮加息周期时，标普大盘收于4358点。现在的标普500指数，比2022年3月16日第一次加息时还要高。通常来说，美联储加息收紧流动性，尽管不是导致熊市的直接因素，但也会导致大盘的调整。2022年，美国股市尤其是科技股的大幅调整可以印证这一点。在春天的加息之后，由于高通膨和借贷成本攀升，美国股票遭到抛售而落入熊市，经济衰退预测更是在市场中扩散。但是，今年上半年，在强劲的企业盈利推动下，美股大幅反弹。在年初进入财报季之前，华尔街分析师原本已经大幅下调预期，结果，在企业陆续公布财报后，强劲业绩抵消了悲观情绪。FactSet的数据显示，截至5月底，近80%美股上市公司第一季度财报超出预期，比例创下2年来新高。此外，在ChatGPT掀起的热潮推动下，美股七姐妹（苹果、微软、英伟达、亚马逊、Meta、特斯拉和谷歌）等大型科技股持续走高，拉动指数上升。今年上半年，纳指和标普500指数出现反弹，相继进入技术性牛市。目前来看，尽管在六月议息会议后美联储主席鲍威尔依然坚持放鹰，但货币政策的未来路径已有很高确定性，市场普遍预计加息已经临近终点，联储的紧缩立场已经无法再抑制市场的上行动力。彭博社援引专家说法称，未来6-12个月，美联储的重要性会降低，其他全球驱动因素和基本面因素将发挥更大的作用。此外，根据花旗集团的模型，自3月以来，宏观因素对股市的影响已从83%降至71%，这是2009年以来最大的三个月降幅。美元指数同步回落与此同时，美元的强势也有所减弱，美元指数目前在2022年4月的水平附近交易，较其历史高点下降了近10%。衡量美元对六种主要货币汇率波动的美元指数对利率政策较为敏感，通常与利率水平呈正相关关系，即加息推动美元指数上涨，反之则下跌。在本轮已持续15个月、累计500基点的加息周期中，可以观察到这一点。美联储自22年3月开始加息，随后在6月至9月期间，连续四次激进加息75个基点。美元指数从6月初的约102涨至9月末的约114，累计涨幅超过11%。期间其他货币承受了巨大的贬值压力。直到近期债务上限危机解决、美联储暂停加息信号明确，美元指数才终于回落。目前，市场预计，到今年年底前还会有两次25个基点或一次50个基点的加息。但此前普遍预计的衰退尚还没有发生，美国经济似乎已经承受了加息的冲击，劳动力市场富有弹性，企业资产负债表大多健康。美银的策略师在最新报告中提升了他们对美股市场的展望，并对经济前景越来越乐观，他们预测，如果出现经济衰退，也会相对温和。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970507898,"gmtCreate":1684567119114,"gmtModify":1684567122706,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970507898","repostId":"1134825236","repostType":2,"repost":{"id":"1134825236","kind":"news","pubTimestamp":1684547417,"share":"https://ttm.financial/m/news/1134825236?lang=en_US&edition=fundamental","pubTime":"2023-05-20 09:50","market":"hk","language":"zh","title":"\"Extreme Game\"! US debt ceiling talks'end fruitlessly '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 on Friday, with neither side mentioning any progress and no further meetings scheduled. The debt ceiling standoff is reportedly focused 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 ended on Friday. Neither side mentioned any progress and no further meetings were scheduled.</p><p><p style=\"text-align: justify;\">Republican Rep. garrett Graves told reporters after a brief meeting with White House officials at the Capitol:</p><p>\"We had a very, very candid discussion about where we are and how things need to go.\"<p style=\"text-align: justify;\">\"Tonight is not a negotiation,\" Graves said, adding,<strong>The time for the next meeting has not yet been set.</strong></p><p><p style=\"text-align: justify;\"><strong>He agreed with McCarthy, the leader of the US Republican Party and Speaker of the House of Representatives, that progress needs to be made in changing the \"trajectory\" of the US government's rapidly rising deficit spending and debt.</strong></p><p><p style=\"text-align: justify;\">\"We have to spend less than we did last year,\" McCarthy said.</p><p><p style=\"text-align: justify;\">Another Republican negotiator, Rep. Patrick McHenry, said McCarthy will be briefed on the progress of the negotiations.</p><p><p style=\"text-align: justify;\"><strong>Neither member of Parliament mentioned any progress.</strong></p><p><p style=\"text-align: justify;\">At the first meeting Friday morning, McCarthy's debt ceiling negotiators abruptly left shortly after a closed-door meeting with White House representatives began.</p><p><p style=\"text-align: justify;\">The news rocked financial markets as the debt ceiling deadline loomed.</p><p><h2>Focus Controversy: Spending Levels in 2024</h2><p style=\"text-align: justify;\">Republicans are pushing for deep spending cuts in exchange for 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 previous reports by media Axios, Democratic Rep. Dusty Johnson said:</p><p><p style=\"text-align: justify;\">\"The White House wants to keep spending more money, and as long as that's their position, there's no way to reach a deal.\"</p><p><p style=\"text-align: justify;\">Johnson said McCarthy \"stuck\" with 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\"! US debt ceiling talks'end fruitlessly '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\"! US debt ceiling talks'end fruitlessly '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 on Friday, with neither side mentioning any progress and no further meetings scheduled. The debt ceiling standoff is reportedly focused 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 ended on Friday. Neither side mentioned any progress and no further meetings were scheduled.</p><p><p style=\"text-align: justify;\">Republican Rep. garrett Graves told reporters after a brief meeting with White House officials at the Capitol:</p><p>\"We had a very, very candid discussion about where we are and how things need to go.\"<p style=\"text-align: justify;\">\"Tonight is not a negotiation,\" Graves said, adding,<strong>The time for the next meeting has not yet been set.</strong></p><p><p style=\"text-align: justify;\"><strong>He agreed with McCarthy, the leader of the US Republican Party and Speaker of the House of Representatives, that progress needs to be made in changing the \"trajectory\" of the US government's rapidly rising deficit spending and debt.</strong></p><p><p style=\"text-align: justify;\">\"We have to spend less than we did last year,\" McCarthy said.</p><p><p style=\"text-align: justify;\">Another Republican negotiator, Rep. Patrick McHenry, said McCarthy will be briefed on the progress of the negotiations.</p><p><p style=\"text-align: justify;\"><strong>Neither member of Parliament mentioned any progress.</strong></p><p><p style=\"text-align: justify;\">At the first meeting Friday morning, McCarthy's debt ceiling negotiators abruptly left shortly after a closed-door meeting with White House representatives began.</p><p><p style=\"text-align: justify;\">The news rocked financial markets as the debt ceiling deadline loomed.</p><p><h2>Focus Controversy: Spending Levels in 2024</h2><p style=\"text-align: justify;\">Republicans are pushing for deep spending cuts in exchange for 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 previous reports by media Axios, Democratic Rep. Dusty Johnson said:</p><p><p style=\"text-align: justify;\">\"The White House wants to keep spending more money, and as long as that's their position, there's no way to reach a deal.\"</p><p><p style=\"text-align: justify;\">Johnson said McCarthy \"stuck\" with 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":2712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970228681,"gmtCreate":1684496746444,"gmtModify":1684496749872,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970228681","repostId":"1134007963","repostType":2,"isVote":1,"tweetType":1,"viewCount":3001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970370588,"gmtCreate":1684079218444,"gmtModify":1684079222099,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970370588","repostId":"1154230640","repostType":2,"repost":{"id":"1154230640","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1684060454,"share":"https://ttm.financial/m/news/1154230640?lang=en_US&edition=fundamental","pubTime":"2023-05-14 18:34","market":"sh","language":"zh","title":"Buy it at 2800 and set it at 3400? 90% of funds underperformed the market during the year. Who caught the bull market?","url":"https://stock-news.laohu8.com/highlight/detail?id=1154230640","media":"券商中国","summary":"大盘在涨，账户却在亏损！开年以来，上证指数上涨5.93%，更是一度冲上3400点，沪深300指数上涨1.71%，人工智能、中特估等热门概念股涨势喜人。然而，投资者们感受却颇有不同，亦有网友调侃，“大盘","content":"<p><html><head></head><body>The market is rising, but the account is losing money!</p><p><p style=\"text-align: justify;\">Since the beginning of the year, the Shanghai Composite Index has risen by 5.93%, and once reached 3,400 points. The Shanghai and Shenzhen 300 Index has risen by 1.71%. Popular concept stocks such as artificial intelligence and China Special Evaluation have seen gratifying gains. However, investors' feelings are quite different, and some netizens ridiculed, \"The market has risen so heartbreaking! Buy it at 2800 and set it at 3400!\".</p><p><p style=\"text-align: justify;\">Similarly, institutional investors failed to enjoy the 3400-point \"win\". Isolated from the structural market, most funds did not perform as well as the market index and missed this round of market. The performance of active equity funds is hardly optimistic.</p><p><p style=\"text-align: justify;\">Wind data shows that nearly 90% of active equity funds did not perform as well as the Shanghai Composite Index during the year, and nearly 60% of funds even suffered losses. However, fund products with good performance are sought after by Christians and have received a large number of subscriptions. In order to maintain the sustainability of good performance, these scarce high-quality funds control the management scale through purchase restrictions.</p><p><strong>90% of funds underperformed the market during the year</strong></p><p><p style=\"text-align: justify;\">Public Offering of Fund's performance during the year significantly underperformed various market indexes. Wind data shows that as of May 14, the partial stock hybrid fund index composed of more than 3,600 partial stock hybrid fund indexes (including C shares) has fallen by 3.25% this year.</p><p><p style=\"text-align: justify;\">Judging from the performance of Public Offering of Fund, it is not difficult to find that the overall profit-making effect of A-share investment this year is poor. Specifically, among the more than 4,200 active equity funds, more than 3,700 funds underperformed the Shanghai Composite Index, accounting for nearly 90%, of which more than 2,400 funds suffered performance losses, accounting for nearly 60%.</p><p><p style=\"text-align: justify;\">What makes holders depressed is that when the Shanghai Composite Index reached 3,400 points and hit a new high for the year, many holders suffered significant losses in their positions. As of May 10, 16 active equity funds had lost more than 20% during the year. More than 2,000 funds have even suffered losses for two consecutive years, including many tens of billions of fund products that have lost more than 20% for two consecutive years.</p><p><p style=\"text-align: justify;\">It is worth mentioning that, under the background of continuous market fluctuations and large-scale losses in fund product performance, the number of Public Offering of Fund funds whose funds have expired and liquidated has reached 97 this year, approaching the 100 mark, which is a historic small peak. Among them, equity funds have become the main force in liquidation, accounting for nearly 80%.</p><p><p style=\"text-align: justify;\">Insufficient scale is a common reason for fund liquidation. Some professionals said that in recent years, the market conditions have not been good, the performance and scale of mini-funds are difficult to improve, and the input and output are low. Fund managers have accelerated the survival of the fittest in the industry by liquidating mini-funds.</p><p><strong>Scarce high-quality funds limit purchases and control scale</strong></p><p><p style=\"text-align: justify;\">Although the overall performance of Public Offering of Fund products is not good, there are still many funds that have withstood market fluctuations, stepped out of independent trends, and continued to create value for holders.</p><p><p style=\"text-align: justify;\">Wind data shows that there are still 222 active equity funds whose performance has increased by more than 10% during the year. For example, among the funds with large product scale, Dong Chen's Huatai Beruifuli, Zhou Haidong's Huashang Advantage Industry, Hu Yibin's Huaan Media Internet, Xu Wenxing's China-Europe pension industry has all performed well.</p><p><p style=\"text-align: justify;\"><strong>During the period of market turmoil, the net value of many active equity funds has repeatedly hit new highs, such as Fan Kun's Rongtong Domestic Demand Driven AB, Jiang Cheng's Zhongtai Dividend Preferred One-Year Holding, Yang Xinxin's ICBC Select Balance and other 29 funds established for more than one year. The net value of the fund set a new record this month.</strong></p><p><p style=\"text-align: justify;\">In addition, during the market downturn, some well-known fund managers with high-quality performance did the opposite and controlled the management scale through purchase restrictions. Since May, funds managed by Bao Wuyu, Lin Yingrui, Zhou Zhishuo and Zhou Haidong have started the purchase restriction mode. Many of these funds have continuously lowered the purchase limit amount.</p><p><p style=\"text-align: justify;\">The announcement shows that the flexible allocation mix of the value margin of Invesco Great Wall, which Bao has no management, will be limited to 2 million yuan starting from May 5. The new blue-chip stock ticket of CCB Potential managed by Zhou Zhishuo is limited to 10,000 yuan since May 4th. The Chinese Business New Trend Preferred Flexible Allocation Hybrid Fund managed by Zhou Haidong has a purchase limit of 300,000 yuan starting from May 4.</p><p><p style=\"text-align: justify;\">During the market downturn, behind the fund purchase restriction is the pursuit of high-quality funds by holders. As the A-share market continues to fluctuate, the scarce high-quality funds attract a large number of holders to actively subscribe.</p><p><p style=\"text-align: justify;\">It is worth noting that when the A-share market fluctuates and adjusts, the inflow of funds is constantly accelerating. Wind data shows that as of May 10, since May, the share of ETFs has increased by 24 billion shares, the total share has reached 1.59 trillion shares, and the total scale has reached 1.69 trillion yuan. Among them, the total share of stock ETFs has increased by 19.342 billion shares, 4 consecutive months. Continuous net inflows.</p><p><strong>Opportunities in the A-share market far outweigh risks</strong></p><p><p style=\"text-align: justify;\">The fund underperformed the index on a large scale, which is considered to be the ultimate interpretation of structural market conditions such as artificial intelligence and special valuation, and is not the norm of the market. According to industry insiders, the opportunities in the medium-term A-share market far outweigh the risks.</p><p><p style=\"text-align: justify;\">Since the beginning of this year, the market trend has been relatively diverged. Yang Delong, chief economist of Qianhai Kaiyuan, said that with the arrival of the market in May, the style of the market has begun to switch, and investors have begun to pay attention to high-quality leading stocks with excellent performance. Consumption and new energy are expected to stop falling and rebound, taking over the baton of the market.</p><p><p style=\"text-align: justify;\">Deng Hequan, a senior strategist at China Merchants Fund, believes that stocks are still in the window of structural long positions. Overall, 2023 may be a process of rising the bottom and moving up the market center. Industries that have performed against the market in this round of adjustment may be expected to become the main line of investment throughout the year. At present, investors' policy expectations and geopolitical expectations are not high and sufficient, so there is not much room for index adjustment. Secondly, the occurrence of risk events will still change the expected attitude, distribution and aggravate the wait-and-see mood. Therefore, for stocks that avoid pure theme speculation, the next stage of opportunities may gradually transition to growth stocks that are expected to be revised upward and have low risk characteristics.</p><p><p style=\"text-align: justify;\">Regarding the market outlook, Bosera Fund believes that as the Federal Reserve's rate hike gradually comes to an end, the external liquidity pressure faced by A-shares gradually eases. As far as the global equity market is concerned, the macro environment faced by A-shares is relatively better; At present, the P/E of Shanghai Composite Index and Growth Enterprise Market Index are below the median level in the past three years, and the overall valuation is relatively low, which still has good medium and long-term investment value.</p><p><p style=\"text-align: justify;\">The stock market as a whole fluctuated in May. HSBC Jintrust said that structural opportunities occurred frequently and the valuation of the value sector was restored. At present, economic expectations are gradually recovering, valuations are still relatively low, and medium-and long-term capital allocation is in a good range. With the repair of the valuation of the low valuation sector, the market style may become more balanced.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy it at 2800 and set it at 3400? 90% of funds underperformed the market during the year. Who caught the bull market?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy it at 2800 and set it at 3400? 90% of funds underperformed the market during the year. Who caught the bull market?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2023-05-14 18:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The market is rising, but the account is losing money!</p><p><p style=\"text-align: justify;\">Since the beginning of the year, the Shanghai Composite Index has risen by 5.93%, and once reached 3,400 points. The Shanghai and Shenzhen 300 Index has risen by 1.71%. Popular concept stocks such as artificial intelligence and China Special Evaluation have seen gratifying gains. However, investors' feelings are quite different, and some netizens ridiculed, \"The market has risen so heartbreaking! Buy it at 2800 and set it at 3400!\".</p><p><p style=\"text-align: justify;\">Similarly, institutional investors failed to enjoy the 3400-point \"win\". Isolated from the structural market, most funds did not perform as well as the market index and missed this round of market. The performance of active equity funds is hardly optimistic.</p><p><p style=\"text-align: justify;\">Wind data shows that nearly 90% of active equity funds did not perform as well as the Shanghai Composite Index during the year, and nearly 60% of funds even suffered losses. However, fund products with good performance are sought after by Christians and have received a large number of subscriptions. In order to maintain the sustainability of good performance, these scarce high-quality funds control the management scale through purchase restrictions.</p><p><strong>90% of funds underperformed the market during the year</strong></p><p><p style=\"text-align: justify;\">Public Offering of Fund's performance during the year significantly underperformed various market indexes. Wind data shows that as of May 14, the partial stock hybrid fund index composed of more than 3,600 partial stock hybrid fund indexes (including C shares) has fallen by 3.25% this year.</p><p><p style=\"text-align: justify;\">Judging from the performance of Public Offering of Fund, it is not difficult to find that the overall profit-making effect of A-share investment this year is poor. Specifically, among the more than 4,200 active equity funds, more than 3,700 funds underperformed the Shanghai Composite Index, accounting for nearly 90%, of which more than 2,400 funds suffered performance losses, accounting for nearly 60%.</p><p><p style=\"text-align: justify;\">What makes holders depressed is that when the Shanghai Composite Index reached 3,400 points and hit a new high for the year, many holders suffered significant losses in their positions. As of May 10, 16 active equity funds had lost more than 20% during the year. More than 2,000 funds have even suffered losses for two consecutive years, including many tens of billions of fund products that have lost more than 20% for two consecutive years.</p><p><p style=\"text-align: justify;\">It is worth mentioning that, under the background of continuous market fluctuations and large-scale losses in fund product performance, the number of Public Offering of Fund funds whose funds have expired and liquidated has reached 97 this year, approaching the 100 mark, which is a historic small peak. Among them, equity funds have become the main force in liquidation, accounting for nearly 80%.</p><p><p style=\"text-align: justify;\">Insufficient scale is a common reason for fund liquidation. Some professionals said that in recent years, the market conditions have not been good, the performance and scale of mini-funds are difficult to improve, and the input and output are low. Fund managers have accelerated the survival of the fittest in the industry by liquidating mini-funds.</p><p><strong>Scarce high-quality funds limit purchases and control scale</strong></p><p><p style=\"text-align: justify;\">Although the overall performance of Public Offering of Fund products is not good, there are still many funds that have withstood market fluctuations, stepped out of independent trends, and continued to create value for holders.</p><p><p style=\"text-align: justify;\">Wind data shows that there are still 222 active equity funds whose performance has increased by more than 10% during the year. For example, among the funds with large product scale, Dong Chen's Huatai Beruifuli, Zhou Haidong's Huashang Advantage Industry, Hu Yibin's Huaan Media Internet, Xu Wenxing's China-Europe pension industry has all performed well.</p><p><p style=\"text-align: justify;\"><strong>During the period of market turmoil, the net value of many active equity funds has repeatedly hit new highs, such as Fan Kun's Rongtong Domestic Demand Driven AB, Jiang Cheng's Zhongtai Dividend Preferred One-Year Holding, Yang Xinxin's ICBC Select Balance and other 29 funds established for more than one year. The net value of the fund set a new record this month.</strong></p><p><p style=\"text-align: justify;\">In addition, during the market downturn, some well-known fund managers with high-quality performance did the opposite and controlled the management scale through purchase restrictions. Since May, funds managed by Bao Wuyu, Lin Yingrui, Zhou Zhishuo and Zhou Haidong have started the purchase restriction mode. Many of these funds have continuously lowered the purchase limit amount.</p><p><p style=\"text-align: justify;\">The announcement shows that the flexible allocation mix of the value margin of Invesco Great Wall, which Bao has no management, will be limited to 2 million yuan starting from May 5. The new blue-chip stock ticket of CCB Potential managed by Zhou Zhishuo is limited to 10,000 yuan since May 4th. The Chinese Business New Trend Preferred Flexible Allocation Hybrid Fund managed by Zhou Haidong has a purchase limit of 300,000 yuan starting from May 4.</p><p><p style=\"text-align: justify;\">During the market downturn, behind the fund purchase restriction is the pursuit of high-quality funds by holders. As the A-share market continues to fluctuate, the scarce high-quality funds attract a large number of holders to actively subscribe.</p><p><p style=\"text-align: justify;\">It is worth noting that when the A-share market fluctuates and adjusts, the inflow of funds is constantly accelerating. Wind data shows that as of May 10, since May, the share of ETFs has increased by 24 billion shares, the total share has reached 1.59 trillion shares, and the total scale has reached 1.69 trillion yuan. Among them, the total share of stock ETFs has increased by 19.342 billion shares, 4 consecutive months. Continuous net inflows.</p><p><strong>Opportunities in the A-share market far outweigh risks</strong></p><p><p style=\"text-align: justify;\">The fund underperformed the index on a large scale, which is considered to be the ultimate interpretation of structural market conditions such as artificial intelligence and special valuation, and is not the norm of the market. According to industry insiders, the opportunities in the medium-term A-share market far outweigh the risks.</p><p><p style=\"text-align: justify;\">Since the beginning of this year, the market trend has been relatively diverged. Yang Delong, chief economist of Qianhai Kaiyuan, said that with the arrival of the market in May, the style of the market has begun to switch, and investors have begun to pay attention to high-quality leading stocks with excellent performance. Consumption and new energy are expected to stop falling and rebound, taking over the baton of the market.</p><p><p style=\"text-align: justify;\">Deng Hequan, a senior strategist at China Merchants Fund, believes that stocks are still in the window of structural long positions. Overall, 2023 may be a process of rising the bottom and moving up the market center. Industries that have performed against the market in this round of adjustment may be expected to become the main line of investment throughout the year. At present, investors' policy expectations and geopolitical expectations are not high and sufficient, so there is not much room for index adjustment. Secondly, the occurrence of risk events will still change the expected attitude, distribution and aggravate the wait-and-see mood. Therefore, for stocks that avoid pure theme speculation, the next stage of opportunities may gradually transition to growth stocks that are expected to be revised upward and have low risk characteristics.</p><p><p style=\"text-align: justify;\">Regarding the market outlook, Bosera Fund believes that as the Federal Reserve's rate hike gradually comes to an end, the external liquidity pressure faced by A-shares gradually eases. As far as the global equity market is concerned, the macro environment faced by A-shares is relatively better; At present, the P/E of Shanghai Composite Index and Growth Enterprise Market Index are below the median level in the past three years, and the overall valuation is relatively low, which still has good medium and long-term investment value.</p><p><p style=\"text-align: justify;\">The stock market as a whole fluctuated in May. HSBC Jintrust said that structural opportunities occurred frequently and the valuation of the value sector was restored. At present, economic expectations are gradually recovering, valuations are still relatively low, and medium-and long-term capital allocation is in a good range. With the repair of the valuation of the low valuation sector, the market style may become more balanced.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154230640","content_text":"大盘在涨，账户却在亏损！开年以来，上证指数上涨5.93%，更是一度冲上3400点，沪深300指数上涨1.71%，人工智能、中特估等热门概念股涨势喜人。然而，投资者们感受却颇有不同，亦有网友调侃，“大盘涨得让人心痛！买在2800，套在3400！”。同样，机构投资者也未能享受到3400点的“胜利”。与结构性行情绝缘，大多数基金表现不及大盘指数，错失本轮行情，主动权益基金业绩难言乐观。Wind数据显示，年内近九成主动权益基金业绩不及上证指数，近六成基金业绩甚至出现亏损。不过，业绩表现好的基金产品受到基民追捧，获得大量申购，为了保持良好业绩的持续性，这些稀缺的绩优基金则通过限购控制管理规模。年内九成基金跑输大盘公募基金年内业绩大幅跑输各类大盘指数。Wind数据显示，截至5月14日，由3600余只偏股混合型基金指数（含C份额）构成的偏股混合型基金指数今年以来下跌3.25%。从公募基金业绩表现来看，不难发现，今年A股投资整体赚钱效应较差。具体来看，4200余只主动权益基金中，3700余只基金跑输上证指数，占比近九成，其中2400余只基金业绩亏损，占比近六成。让持有人郁闷的是，在上证指数站上3400点、创下年内新高时，不少持有人持仓亏损明显，截至5月10日，已有16只主动权益基金年内亏损超20%，2000余只基金甚至已经连续2年亏损，其中不乏百亿基金产品连续2年亏损超20%。值得一提的是，在市场不断波动、基金产品业绩出现大面积亏损的背景下，今年以来基金到期清盘的公募基金数量达到97只，逼近百只关口，为历史性小高峰，其中，权益类基金成为清盘主力军，占比近八成。规模不足是基金清盘常见的原因。有专业人士表示，近年市场行情不佳，迷你基金业绩、规模都很难有起色，投入产出较低，基金管理人通过清盘迷你基金加速行业优胜劣汰。稀缺绩优基金限购控规模虽然公募基金产品整体业绩表现不佳，不过仍有不少基金抵御住市场波动，走出独立走势，为持有人持续创造价值。Wind数据显示，年内仍有222只主动权益基金业绩涨幅超10%，如产品规模较大的基金中，董辰的华泰伯瑞富利、周海栋的华商优势行业、胡宜斌的华安媒体互联网、许文星的中欧养老产业均有不错业绩表现。市场震荡期，也有不少主动权益基金净值屡创新高，如范琨的融通内需驱动AB、姜诚的中泰红利优选一年持有、杨鑫鑫的工银精选平衡等29只成立一年以上的基金净值在本月刷新历史最高纪录。此外，在市场低迷期，一些绩优知名基金经理反其道而为之，通过限购控制管理规模。5月份以来，鲍无可、林英睿、周智硕和周海栋等管理的基金纷纷开启限购模式。其中不少基金不断下调限购金额。公告显示，鲍无可管理的景顺长城价值边际灵活配置混合自5月5日起，限购200万元。周智硕管理的建信潜力新蓝筹股票自5月4日起，限购1万元。周海栋管理的华商新趋势优选灵活配置混合基金自5月4日起限购30万元。市场低迷期，基金限购的背后则是持有人对绩优基金的追逐。在A股市场持续震荡，稀缺的绩优基金吸引大量持有人积极申购。值得注意的是，在A股市场震荡调整时，不断有资金在加速流入。Wind数据显示，截至5月10日，5月以来，ETF份额增加240亿份，总份额达到1.59万亿份，总规模达到1.69万亿元，其中股票型ETF总份额增长193.42亿份，连续4个月持续净流入。A股市场机会远大于风险基金大面积跑输指数，被认为是人工智能、中特估等结构性行情的极致演绎，并非市场常态。业内人士表示，中期维度A股市场机会远大于风险。今年以来市场的走势出现了比较大的分化，前海开源首席经济学家杨德龙表示，随着5月份行情的到来，市场的风格已经开始有所切换，投资者开始关注业绩优良的优质龙头股，消费、新能源有望止跌回升，接过行情的接力棒。招商基金资深策略分析师邓和权认为，目前股票仍处在结构做多的窗口，总体来看2023年或是一个底部抬升、市场中枢上移的过程。本轮调整中有逆市表现的行业或有望成为全年投资主线。当下投资者对政策预期、地缘预期均不高且较充分，因此指数调整空间不大。其次，风险事件的出现仍然会改变预期的态度、分布与加剧观望情绪。因此回避纯主题炒作的股票，下一阶段的机会或将逐渐过渡到预期有望上修、风险特征不高的成长股。对于后市，博时基金认为，随着美联储加息逐步进入尾声，A股面临的外围流动性压力逐步缓和，就全球权益市场来看，A股面临的宏观环境相对更优；且当前沪指与创业板指的市盈率处于近三年中位数以下水平，整体估值相对较低，依然具有不错的中长期投资价值。5月股市整体震荡，汇丰晋信表示，结构性机会频出，价值板块估值修复。目前经济预期逐步修复，估值仍在相对低位，中长期资金配置较好区间。伴随低估值板块估值修复，市场风格或将更加均衡。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":3320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947262068,"gmtCreate":1683201461955,"gmtModify":1683201465585,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947262068","repostId":"1185922715","repostType":2,"repost":{"id":"1185922715","kind":"news","pubTimestamp":1683200165,"share":"https://ttm.financial/m/news/1185922715?lang=en_US&edition=fundamental","pubTime":"2023-05-04 19:36","market":"us","language":"zh","title":"Not just relying on the \"moat\"! Buffett also has a big investment \"trick\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1185922715","media":"华尔街见闻","summary":"巴菲特投资的大多数公司都派息，预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。一年一度的“投资界春晚”、伯克希尔·哈撒韦股东会将在周六召开，这时候，普通投资者又会抛出灵魂一问：巴菲特","content":"<p><html><head></head><body><strong>Most of the companies Buffett invests in pay dividends, and Berkshire is expected to earn about $5.7 billion in cash from its stock portfolio this year.</strong><p style=\"text-align: justify;\">The annual \"Investment Spring Festival Gala\" and Berkshire Hathaway shareholders' meeting will be held on Saturday. At this time, ordinary investors will throw out their souls and ask again:</p><p><p style=\"text-align: justify;\">Why is Buffett's stock picking so successful?</p><p><p style=\"text-align: justify;\">To this question, the Wall Street Journal summarized two answers.</p><p><p style=\"text-align: justify;\">According to the article published by the newspaper on Wednesday, one answer is known to everyone, that is, Buffett's superb ability to select high-quality companies, and the other is much less remarkable-his favor of dividend-paying stocks.</p><p><p style=\"text-align: justify;\">Note that,<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 company announcements,<strong>Berkshire Hathaway is expected to earn about $5.7 billion in cash from its stock portfolio this year.</strong></p><p><p style=\"text-align: justify;\">Nearly a fifth of that will come from Chevron, one of Berkshire's largest holdings,<strong>Chevron has increased its dividend for 36 consecutive years.</strong></p><p><p style=\"text-align: justify;\">In addition, Dow Jones market data shows that Berkshire will also receive more than $700 million each from Coca-Cola, Apple and Bank of America, more than $500 million from Kraft Heinz and about $363 million from American Express.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fa8ab5d9e43dc821c224f2bc8d3a57b\" tg-width=\"554\" tg-height=\"439\"/></p><p><p style=\"text-align: justify;\"><strong>\"That's what he likes: dividend payouts 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;\">Finkle said Buffet is adept at picking companies that have stood the test of time and improved their Dividend in many economic cycles. Over time, this both increases the value of Berkshire's stock portfolio and expands the company's ample cash reserves that can be used for its own business as well as acquisitions and stock buybacks.</p><p><p style=\"text-align: justify;\">According to Berkshire's most recent earnings report, the company will have $128.6 billion in cash and cash equivalents by the end of 2022.</p><p><p style=\"text-align: justify;\">Finkle said favoring dividend stocks is not Buffett's \"secret weapon\", but it is part of it.</p><p><p style=\"text-align: justify;\">Take Buffett's favorite Coca-Cola as an example.</p><p><p style=\"text-align: justify;\">In 1994, Berkshire Hathaway bought about 400 million Coca-Cola shares it currently holds for $1.3 billion, and received $75 million in cash Dividend that year.</p><p><p style=\"text-align: justify;\"><strong>In 2022, this figure has nearly tenfold to $704 million, and the market value of Berkshire's Coca-Cola stake has soared to $25 billion.</strong></p><p><p style=\"text-align: justify;\">Buffett said in his annual letter to shareholders released earlier this year,<strong>Dividend grows every year, as sure as a birthday.</strong></p><p><p style=\"text-align: justify;\">Buffett said in his shareholder letter:</p><p>All Charlie (Munger) and I have to do is cash Coca-Cola's quarterly Dividend check.<p style=\"text-align: justify;\">Buffet and Munger expect Coca-Cola to continue to improve its Dividend in the future. Coca-Cola said in February that it had approved its 61st consecutive annual Dividend increase.</p><p><p style=\"text-align: justify;\">In other words, according to Finkle, Buffett's \"secret weapon\" for stock selection is actually \"selecting high-quality companies + dividend-paying stocks.\"</p><p><p style=\"text-align: justify;\">The use of this \"secret weapon\" on American Express has achieved similar returns for Berkshire.</p><p><p style=\"text-align: justify;\">In 1995, Berkshire completed the vast majority of the transaction to buy American Express shares for $1.3 billion, and received $41 million in Dividend that year.</p><p><p style=\"text-align: justify;\">Last year, Berkshire's stake in American Express was worth $22 billion, and it received $302 million in Dividend from the latter.</p><p><p style=\"text-align: justify;\">\"These Dividend gains are satisfactory, but they are far from amazing,\" Buffet said in his letter. \"But what matters is that they bring about a rise in the share price.\"</p><p><p style=\"text-align: justify;\">Generally speaking, investors tend to reinvest dividends into the original stocks, but Berkshire has not reinvested dividends from Coca-Cola and American Express into these two stocks. The company's share buybacks over the years.</p><p><p style=\"text-align: justify;\">In fact,<strong>Berkshire hasn't overweight Coca-Cola and American Express shares since the 1990s, and some speculate that this may be because he hates paying too much for his investments.</strong></p><p><p style=\"text-align: justify;\">Buffett said in a letter to Berkshire shareholders in 1983:</p><p>For investors, buying shares of a good company at an exorbitant price may offset the impact of the ensuing decade of favorable business development.<p style=\"text-align: justify;\">It is worth noting that although Dividend can provide stable income like bonds, it still presents risks.</p><p><p style=\"text-align: justify;\">For example, if a company's cash flow is tight, it can cut or even suspend dividends, and the suspension of dividends often leads to a decline in stock prices, because investors often see it as a signal of a major financial crisis. In addition, when investors choose more expensive growth stocks, their Dividend tends to underperform.</p><p></body></html></p>","source":"wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Not just relying on the \"moat\"! Buffett also has a big investment \"trick\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNot just relying on the \"moat\"! Buffett also has a big investment \"trick\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-05-04 19:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Most of the companies Buffett invests in pay dividends, and Berkshire is expected to earn about $5.7 billion in cash from its stock portfolio this year.</strong><p style=\"text-align: justify;\">The annual \"Investment Spring Festival Gala\" and Berkshire Hathaway shareholders' meeting will be held on Saturday. At this time, ordinary investors will throw out their souls and ask again:</p><p><p style=\"text-align: justify;\">Why is Buffett's stock picking so successful?</p><p><p style=\"text-align: justify;\">To this question, the Wall Street Journal summarized two answers.</p><p><p style=\"text-align: justify;\">According to the article published by the newspaper on Wednesday, one answer is known to everyone, that is, Buffett's superb ability to select high-quality companies, and the other is much less remarkable-his favor of dividend-paying stocks.</p><p><p style=\"text-align: justify;\">Note that,<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 company announcements,<strong>Berkshire Hathaway is expected to earn about $5.7 billion in cash from its stock portfolio this year.</strong></p><p><p style=\"text-align: justify;\">Nearly a fifth of that will come from Chevron, one of Berkshire's largest holdings,<strong>Chevron has increased its dividend for 36 consecutive years.</strong></p><p><p style=\"text-align: justify;\">In addition, Dow Jones market data shows that Berkshire will also receive more than $700 million each from Coca-Cola, Apple and Bank of America, more than $500 million from Kraft Heinz and about $363 million from American Express.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fa8ab5d9e43dc821c224f2bc8d3a57b\" tg-width=\"554\" tg-height=\"439\"/></p><p><p style=\"text-align: justify;\"><strong>\"That's what he likes: dividend payouts 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;\">Finkle said Buffet is adept at picking companies that have stood the test of time and improved their Dividend in many economic cycles. Over time, this both increases the value of Berkshire's stock portfolio and expands the company's ample cash reserves that can be used for its own business as well as acquisitions and stock buybacks.</p><p><p style=\"text-align: justify;\">According to Berkshire's most recent earnings report, the company will have $128.6 billion in cash and cash equivalents by the end of 2022.</p><p><p style=\"text-align: justify;\">Finkle said favoring dividend stocks is not Buffett's \"secret weapon\", but it is part of it.</p><p><p style=\"text-align: justify;\">Take Buffett's favorite Coca-Cola as an example.</p><p><p style=\"text-align: justify;\">In 1994, Berkshire Hathaway bought about 400 million Coca-Cola shares it currently holds for $1.3 billion, and received $75 million in cash Dividend that year.</p><p><p style=\"text-align: justify;\"><strong>In 2022, this figure has nearly tenfold to $704 million, and the market value of Berkshire's Coca-Cola stake has soared to $25 billion.</strong></p><p><p style=\"text-align: justify;\">Buffett said in his annual letter to shareholders released earlier this year,<strong>Dividend grows every year, as sure as a birthday.</strong></p><p><p style=\"text-align: justify;\">Buffett said in his shareholder letter:</p><p>All Charlie (Munger) and I have to do is cash Coca-Cola's quarterly Dividend check.<p style=\"text-align: justify;\">Buffet and Munger expect Coca-Cola to continue to improve its Dividend in the future. Coca-Cola said in February that it had approved its 61st consecutive annual Dividend increase.</p><p><p style=\"text-align: justify;\">In other words, according to Finkle, Buffett's \"secret weapon\" for stock selection is actually \"selecting high-quality companies + dividend-paying stocks.\"</p><p><p style=\"text-align: justify;\">The use of this \"secret weapon\" on American Express has achieved similar returns for Berkshire.</p><p><p style=\"text-align: justify;\">In 1995, Berkshire completed the vast majority of the transaction to buy American Express shares for $1.3 billion, and received $41 million in Dividend that year.</p><p><p style=\"text-align: justify;\">Last year, Berkshire's stake in American Express was worth $22 billion, and it received $302 million in Dividend from the latter.</p><p><p style=\"text-align: justify;\">\"These Dividend gains are satisfactory, but they are far from amazing,\" Buffet said in his letter. \"But what matters is that they bring about a rise in the share price.\"</p><p><p style=\"text-align: justify;\">Generally speaking, investors tend to reinvest dividends into the original stocks, but Berkshire has not reinvested dividends from Coca-Cola and American Express into these two stocks. The company's share buybacks over the years.</p><p><p style=\"text-align: justify;\">In fact,<strong>Berkshire hasn't overweight Coca-Cola and American Express shares since the 1990s, and some speculate that this may be because he hates paying too much for his investments.</strong></p><p><p style=\"text-align: justify;\">Buffett said in a letter to Berkshire shareholders in 1983:</p><p>For investors, buying shares of a good company at an exorbitant price may offset the impact of the ensuing decade of favorable business development.<p style=\"text-align: justify;\">It is worth noting that although Dividend can provide stable income like bonds, it still presents risks.</p><p><p style=\"text-align: justify;\">For example, if a company's cash flow is tight, it can cut or even suspend dividends, and the suspension of dividends often leads to a decline in stock prices, because investors often see it as a signal of a major financial crisis. In addition, when investors choose more expensive growth stocks, their Dividend tends to underperform.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3687974\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://wallstreetcn.com/articles/3687974","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185922715","content_text":"巴菲特投资的大多数公司都派息，预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。一年一度的“投资界春晚”、伯克希尔·哈撒韦股东会将在周六召开，这时候，普通投资者又会抛出灵魂一问：巴菲特的选股为什么会如此成功？对于这个问题，《华尔街日报》总结了两个答案。根据该报周三发布的文章，其中一个答案无人不晓，即巴菲特出神入化的挑选优质公司的能力，另外一个则不起眼得多——青睐派息股。注意，巴菲特投资的大多数公司都派息。根据Dow Jones Market Data对公司公告的分析，预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。其中近五分之一将来自伯克希尔最大持股之一的雪佛龙，雪佛龙已连续36年增加派息。另外，道琼斯市场数据显示，伯克希尔还将从可口可乐、苹果和美国银行各拿到逾7亿美元，从卡夫亨氏公司拿到逾5亿美元，从美国运通公司拿到约3.63亿美元。 “这就是他喜欢的：派息和回购，”贡萨加大学创业学教授Todd Finkle说，Finkle曾写过一本关于巴菲特职业生涯的书。Finkle说，巴菲特擅长挑选在许多经济周期中经受住时间考验并提高股息的公司。随着时间推移，这既增加了伯克希尔股票投资组合的价值，也扩大了公司能够用于自身业务以及收购和股票回购的充足现金储备。根据伯克希尔最近的财报，公司到2022年年底拥有1286亿美元的现金和现金等价物。Finkle表示，青睐派息股并非巴菲特的“秘密武器”，但确是其中一部分。拿巴菲特最爱的可口可乐举例。1994年，伯克希尔·哈撒韦以13亿美元买入其目前持有的大约4亿股可口可乐股份，当年就获得了7500万美元的现金股息。2022年，这一数字翻了近十倍至7.04亿美元，而伯克希尔持有的可口可乐股份市值也已飙升至250亿美元。巴菲特在今年早些时候发布的年度致股东信中称，股息每年都会增长，就像生日一样确定无疑。巴菲特在股东信中表示：我和查理（芒格）要做的只是兑现可口可乐的季度股息支票。巴菲特和芒格预计，可口可乐未来将继续提高股息。可口可乐2月份表示，已批准连续第61次提高年度股息。也就是说，按照Finkle的说法，巴菲特选股的“秘密武器”其实是“挑选优质公司+派息股”。该“秘密武器”用在美国运通公司身上也为伯克希尔实现了类似的回报。伯克希尔1995年完成了以13亿美元买入美国运通股份的绝大部分交易，并在当年获得了4100万美元的股息。去年，伯克希尔所持美国运通股份价值为220亿美元，并从后者获得了3.02亿美元的股息。“这些股息收益固然令人满意，却远谈不上惊人，”巴菲特在他的信中表示。“但重要的是它们带来了股价的上涨。”一般来说，投资者倾向于将分红重新投资到原股票上，但伯克希尔并没有将可口可乐和美国运通的分红重新投资到这两只股票中，持股比例升高则是因为两家公司多年以来的股票回购。事实上，伯克希尔自1990年代以来就没有加码可口可乐和美国运通股票，有人推测，这可能是因为他讨厌为投资支付过高的价格。巴菲特在1983年写给伯克希尔股东的信中说：对于投资者来说，以过高的价格购买一家优秀公司的股票，可能会抵消随后十年有利的业务发展所产生的影响。值得注意的是，股息虽然能够像债券一样提供稳定的收入，但仍存在风险。比如，如果一家公司现金流紧张，它可以削减甚至是暂停派息，而暂停派息又往往会导致股价下跌，因为投资者经常其视为公司出现重大财务危机的信号。另外，当投资者选择较昂贵的成长股时，其股息也往往表现不佳。","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":2818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947642017,"gmtCreate":1683117099839,"gmtModify":1683117103480,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947642017","repostId":"1161273809","repostType":2,"repost":{"id":"1161273809","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":1683117001,"share":"https://ttm.financial/m/news/1161273809?lang=en_US&edition=fundamental","pubTime":"2023-05-03 20:30","market":"us","language":"zh","title":"Pre-market | The Fed's interest rate drama will be staged tonight, or the last rate hike will be ushered in! Estee Lauder fell 15% after thunderstorm in financial report","url":"https://stock-news.laohu8.com/highlight/detail?id=1161273809","media":"老虎资讯综合","summary":"摘要：4月“小非农”数据远超预期，美股股指期货上涨；财报欠佳，雅诗兰黛跌超15%、AMD跌超7%、星巴克前跌超5%；欧洲主要股指涨多跌少，国际油价下跌。5月3日，美股股指期货上涨，道指期货涨0.11%","content":"<p><html><head></head><body><strong>Abstract: April's \"small non-agricultural\" data far exceeded expectations, and U.S. stock index futures rose; Poor financial report,<a href=\"https://laohu8.com/S/EL\">Estee Lauder</a>Fell more than 15%, AMD fell more than 7%,<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>It fell more than 5% before; Major European stock indexes rose more than fell, and international oil prices fell.</strong>On May 3, U.S. stock index futures rose, with Dow futures up 0.11%, S&P 500 up 0.24%, and Nasdaq futures up 0.28%.<strong>At 2:00 a.m. Beijing time on Thursday, the Federal Reserve FOMC will announce the May interest rate decision and policy statement; At 2:30, Federal Reserve Chairman Powell will hold a monetary policy press conference.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73094c8efd6d20a56587d8a20cef402e\" title=\"\" tg-width=\"435\" tg-height=\"200\"/></p><p>At present, industry insiders generally expect that the Federal Reserve will hold its tenth consecutive rate hike during this sleepless night of interest rate discussions tonight, and this is likely to be the last rate hike \"pawn\" to fall in this round of the Fed tightening cycle. At present, the market expects that the probability of the Fed's rate hike of 25 basis points to 5%-5.25% tonight is as high as 88.7%, and the probability of no rate hike is only 11.3%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e27198c0487c80ae935f55cced1d6346\" title=\"\" tg-width=\"1940\" tg-height=\"960\"/></p><p><strong>Pre-market news</strong></p><p>The \"small non-agricultural\" data in April far exceeded expectations. The number of ADP employment in the United States in April was 296,000, the largest increase since July 2022; It is expected to be 148,000, compared with the previous value of 145,000.</p><p>Estee Lauder's net sales in the third fiscal quarter were US $3.76 billion, compared with expectations of US $3.71 billion; The company lowered its fiscal year performance forecast, expecting full-year net sales to decline by 10% to 12%.<strong>(Estee Lauder fell more than 15% before the market)</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e88cee406b6a71f0170aceeb384bd18\" title=\"\" tg-width=\"813\" tg-height=\"495\"/></p><p><a href=\"https://laohu8.com/S/CVS\">CVS Health</a>The adjusted earnings per share range for the fiscal year is expected to be US $8.50 to US $8.70, compared with the previous expectation of US $8.70 to US $8.90.<strong>(CVS Health fell more than 2% before the market)</strong></p><p><a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a>Late-stage trials of treatment with the Alzheimer's disease drug Donanemab have yielded positive results, with clinical decline slowed by 35% compared to placebo. Eli Lilly CEO: It is expected that the Alzheimer's disease drug Donanemab will be fully approved before the end of the year.<strong>(Eli Lilly rose more than 5% before the market)</strong></p><p>U.S. Treasury Department: U.S. Treasury Secretary Yellen will attend the G7 Finance Ministers' Meeting to be held in Niigata, Japan from May 11 to 13.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Sales of the Model 3 long-range version have resumed in the United States, and the price has dropped by more than $10,000 compared with last year.</p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>Talks are underway to open its first chip factory in Germany at a cost of up to 10 billion euros.</p><p>S&P: Will<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>The rating was downgraded from B + to CC, followed by a further withdrawal of its rating.</p><p>It is reported<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Reservations for the Mustang Mach E are being reopened, with price cuts of up to 8% on some versions, the second price cut this year.</p><p>Faraday Future acknowledged receipt of an additional 180-day grace period from Nasdaq to meet the Nasdaq minimum buy share price requirement.</p><p><a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>It is said that its 4nm chip process yield has improved and is close to the 5nm level. According to industry insiders, Samsung's 4nm manufacturing process is comparable to TSMC, and it has begun to receive orders from major customers such as AMD.</p><p><strong>Premarket Quotes</strong></p><p>AMD fell more than 7% before the market, Q1 revenue fell 9% year-on-year, and the median Q2 revenue guidance of US $5.3 billion was lower than analysts' expectations.</p><p><a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>It fell more than 5% before the market, and the Q2 performance of fiscal year 2023 was better than market expectations. However, based on consumer behavior and international tourism uncertainty, the company decided to reiterate its full-year performance guidance.</p><p><a href=\"https://laohu8.com/S/HLN\">Haleon</a>It fell more than 2% before the market, earnings per share in the first quarter were lower than expected, and operating profit margin fell to 23.1% year-on-year.</p><p>After the stock price was halved in one day, Chegg rose more than 5% before the market opened. The company acknowledges that the technological progress of generative artificial intelligence has had a direct impact on the company's performance. Affected by this news, the stock fell more than 48% on Tuesday.</p><p><a href=\"https://laohu8.com/S/YUMC\">Yum China</a>It rose nearly 3% before the market, and Q1 profit far exceeded market expectations.</p><p><strong>European Market</strong></p><p>Major European stock indexes rose more and fell less. As of press time, Germany's DAX30 index rose 0.66%, and France's CAC40 rose 0.55%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cb50cdaa06bb11b660a6b6ebe768dfd\" title=\"\" tg-width=\"812\" tg-height=\"357\"/></p><p><strong>crude oil</strong></p><p>International oil prices fell, with U.S. oil reporting at $69.66/barrel, an intraday decrease of 2.79%; Brent oil is now trading at $73.28 per barrel, an intraday decrease of 2.71%.</p><p>The market is worried that further rate hike by the Federal Reserve will aggravate the risk of economic recession, and the market is interested in<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Concerns about the industry crisis and debt default crisis also hit the demand outlook. Oil prices fell more than 5% overnight, and the short-term oil market was biased towards short positions. This trading day will usher in the Federal Reserve's interest rate decision and the press conference of Federal Reserve Chairman Powell. Investors need to pay attention to the impact of this event on market sentiment. Pay attention to the EIA crude oil inventory series data released in the evening.</p><p><strong>Gold</strong></p><p>Spot gold rose 0.07% during the day to $2,024.45 an ounce.</p><p>The market is generally waiting for the Federal Reserve's interest rate decision and the press conference of Federal Reserve Chairman Powell on this trading day. The market has a strong wait-and-see mood, and the overall trading volume is relatively light. After the gold price surged overnight, the short-term bullish signal has increased, and it is expected to test the resistance near the recent high of 2048. Before the Fed's interest rate decision, there are also \"small non-agricultural\" U.S. ADP employment data in April and U.S. ISM non-manufacturing PMI data in April, which investors need to pay attention to.</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>Pre-market | The Fed's interest rate drama will be staged tonight, or the last rate hike will be ushered in! Estee Lauder fell 15% after thunderstorm in financial report</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\">\nPre-market | The Fed's interest rate drama will be staged tonight, or the last rate hike will be ushered in! Estee Lauder fell 15% after thunderstorm in financial report\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 20:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Abstract: April's \"small non-agricultural\" data far exceeded expectations, and U.S. stock index futures rose; Poor financial report,<a href=\"https://laohu8.com/S/EL\">Estee Lauder</a>Fell more than 15%, AMD fell more than 7%,<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>It fell more than 5% before; Major European stock indexes rose more than fell, and international oil prices fell.</strong>On May 3, U.S. stock index futures rose, with Dow futures up 0.11%, S&P 500 up 0.24%, and Nasdaq futures up 0.28%.<strong>At 2:00 a.m. Beijing time on Thursday, the Federal Reserve FOMC will announce the May interest rate decision and policy statement; At 2:30, Federal Reserve Chairman Powell will hold a monetary policy press conference.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73094c8efd6d20a56587d8a20cef402e\" title=\"\" tg-width=\"435\" tg-height=\"200\"/></p><p>At present, industry insiders generally expect that the Federal Reserve will hold its tenth consecutive rate hike during this sleepless night of interest rate discussions tonight, and this is likely to be the last rate hike \"pawn\" to fall in this round of the Fed tightening cycle. At present, the market expects that the probability of the Fed's rate hike of 25 basis points to 5%-5.25% tonight is as high as 88.7%, and the probability of no rate hike is only 11.3%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e27198c0487c80ae935f55cced1d6346\" title=\"\" tg-width=\"1940\" tg-height=\"960\"/></p><p><strong>Pre-market news</strong></p><p>The \"small non-agricultural\" data in April far exceeded expectations. The number of ADP employment in the United States in April was 296,000, the largest increase since July 2022; It is expected to be 148,000, compared with the previous value of 145,000.</p><p>Estee Lauder's net sales in the third fiscal quarter were US $3.76 billion, compared with expectations of US $3.71 billion; The company lowered its fiscal year performance forecast, expecting full-year net sales to decline by 10% to 12%.<strong>(Estee Lauder fell more than 15% before the market)</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e88cee406b6a71f0170aceeb384bd18\" title=\"\" tg-width=\"813\" tg-height=\"495\"/></p><p><a href=\"https://laohu8.com/S/CVS\">CVS Health</a>The adjusted earnings per share range for the fiscal year is expected to be US $8.50 to US $8.70, compared with the previous expectation of US $8.70 to US $8.90.<strong>(CVS Health fell more than 2% before the market)</strong></p><p><a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a>Late-stage trials of treatment with the Alzheimer's disease drug Donanemab have yielded positive results, with clinical decline slowed by 35% compared to placebo. Eli Lilly CEO: It is expected that the Alzheimer's disease drug Donanemab will be fully approved before the end of the year.<strong>(Eli Lilly rose more than 5% before the market)</strong></p><p>U.S. Treasury Department: U.S. Treasury Secretary Yellen will attend the G7 Finance Ministers' Meeting to be held in Niigata, Japan from May 11 to 13.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Sales of the Model 3 long-range version have resumed in the United States, and the price has dropped by more than $10,000 compared with last year.</p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>Talks are underway to open its first chip factory in Germany at a cost of up to 10 billion euros.</p><p>S&P: Will<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>The rating was downgraded from B + to CC, followed by a further withdrawal of its rating.</p><p>It is reported<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Reservations for the Mustang Mach E are being reopened, with price cuts of up to 8% on some versions, the second price cut this year.</p><p>Faraday Future acknowledged receipt of an additional 180-day grace period from Nasdaq to meet the Nasdaq minimum buy share price requirement.</p><p><a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>It is said that its 4nm chip process yield has improved and is close to the 5nm level. According to industry insiders, Samsung's 4nm manufacturing process is comparable to TSMC, and it has begun to receive orders from major customers such as AMD.</p><p><strong>Premarket Quotes</strong></p><p>AMD fell more than 7% before the market, Q1 revenue fell 9% year-on-year, and the median Q2 revenue guidance of US $5.3 billion was lower than analysts' expectations.</p><p><a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>It fell more than 5% before the market, and the Q2 performance of fiscal year 2023 was better than market expectations. However, based on consumer behavior and international tourism uncertainty, the company decided to reiterate its full-year performance guidance.</p><p><a href=\"https://laohu8.com/S/HLN\">Haleon</a>It fell more than 2% before the market, earnings per share in the first quarter were lower than expected, and operating profit margin fell to 23.1% year-on-year.</p><p>After the stock price was halved in one day, Chegg rose more than 5% before the market opened. The company acknowledges that the technological progress of generative artificial intelligence has had a direct impact on the company's performance. Affected by this news, the stock fell more than 48% on Tuesday.</p><p><a href=\"https://laohu8.com/S/YUMC\">Yum China</a>It rose nearly 3% before the market, and Q1 profit far exceeded market expectations.</p><p><strong>European Market</strong></p><p>Major European stock indexes rose more and fell less. As of press time, Germany's DAX30 index rose 0.66%, and France's CAC40 rose 0.55%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cb50cdaa06bb11b660a6b6ebe768dfd\" title=\"\" tg-width=\"812\" tg-height=\"357\"/></p><p><strong>crude oil</strong></p><p>International oil prices fell, with U.S. oil reporting at $69.66/barrel, an intraday decrease of 2.79%; Brent oil is now trading at $73.28 per barrel, an intraday decrease of 2.71%.</p><p>The market is worried that further rate hike by the Federal Reserve will aggravate the risk of economic recession, and the market is interested in<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Concerns about the industry crisis and debt default crisis also hit the demand outlook. Oil prices fell more than 5% overnight, and the short-term oil market was biased towards short positions. This trading day will usher in the Federal Reserve's interest rate decision and the press conference of Federal Reserve Chairman Powell. Investors need to pay attention to the impact of this event on market sentiment. Pay attention to the EIA crude oil inventory series data released in the evening.</p><p><strong>Gold</strong></p><p>Spot gold rose 0.07% during the day to $2,024.45 an ounce.</p><p>The market is generally waiting for the Federal Reserve's interest rate decision and the press conference of Federal Reserve Chairman Powell on this trading day. The market has a strong wait-and-see mood, and the overall trading volume is relatively light. After the gold price surged overnight, the short-term bullish signal has increased, and it is expected to test the resistance near the recent high of 2048. Before the Fed's interest rate decision, there are also \"small non-agricultural\" U.S. ADP employment data in April and U.S. ISM non-manufacturing PMI data in April, which investors need to pay attention to.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","PSQ":"做空纳斯达克100指数ETF-ProShares",".DJI":"道琼斯","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4558":"双十一","AMD":"美国超微公司","QQQ":"纳指100ETF","SPY":"标普500ETF","UDOW":"三倍做多道指30ETF-ProShares","BK4559":"巴菲特持仓","SBUX":"星巴克","IVV":"标普500ETF-iShares","BK4550":"红杉资本持仓","EL":"雅诗兰黛","QLD":"2倍做多纳斯达克100指数ETF-ProShares","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","QID":"两倍做空纳斯达克指数ETF-ProShares",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF-ProShares","LLY":"礼来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161273809","content_text":"摘要：4月“小非农”数据远超预期，美股股指期货上涨；财报欠佳，雅诗兰黛跌超15%、AMD跌超7%、星巴克前跌超5%；欧洲主要股指涨多跌少，国际油价下跌。5月3日，美股股指期货上涨，道指期货涨0.11%，标普500指数涨0.24%，纳指期货涨0.28%。北京时间周四凌晨2:00，美联储FOMC将公布5月利率决议及政策声明；2:30，美联储主席鲍威尔将召开货币政策新闻发布会。目前，业内人士普遍预计美联储将在今晚的这个议息不眠夜连续第十次加息，而这很可能也将是本轮美联储紧缩周期落下的最后一枚加息“棋子”。目前市场预计美联储在今晚加息25个基点至5%-5.25%的概率高达88.7%，不加息的概率则仅为11.3%。盘前要闻4月“小非农”数据远超预期，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。雅诗兰黛第三财季净销售额37.6亿美元，预期37.1亿美元；公司下调财年业绩预期，预计全年净销售额下降10%至12%。（雅诗兰黛盘前跌超15%）CVS健康预计财年经调整后每股收益区间在8.50~8.70美元，此前预期为8.70~8.90美元。（CVS健康盘前跌逾2%）礼来阿尔茨海默病药物Donanemab治疗的后期试验取得了积极成果，与安慰剂相比临床衰退速度减慢了35%。礼来CEO：预计阿尔茨海默病药物Donanemab将在年底前获得全面批准。（礼来盘前涨超5%）美国财政部：美国财长耶伦将参加5月11日至13日在日本新泻举行的七国集团财长会议。特斯拉在美国恢复销售Model 3长续航版，价格比去年降了1万多美元。台积电正在就斥资高达100亿欧元在德国开设首家芯片工厂进行谈判。标普：将第一共和银行评级从B+下调至CC，随后进一步撤销其评级。据悉福特汽车正在重新开放Mustang Mach E预定，某些版本降价幅度高达8%，为今年来第二次降价。法拉第未来确认收到纳斯达克额外180天的宽限期，以满足纳斯达克最低买入股价要求。三星称其4纳米芯片制程良率已改善、接近5纳米的水准。业界人士称，三星4纳米制程已可媲美台积电，开始获得AMD等大客户订单。盘前行情AMD盘前跌超7%，Q1营收同比下滑9%，Q2营收指引中值53亿美元低于分析师预期。星巴克盘前跌超5%，2023财年Q2业绩好于市场预期，但基于消费者行为及国际旅游不确定性，公司决定重申全年业绩指引。Haleon盘前跌超2%，第一季度每股收益低于预期，营业利润率同比下降至23.1％。股价一日腰斩后，Chegg盘前涨超5%。公司承认生成式人工智能的技术进步，对公司业绩产生了直接冲击。受此消息影响，周二该股下挫超48%。百胜中国盘前涨近3%，Q1利润远超市场预期。欧洲市场欧洲主要股指涨多跌少，截至发稿，德国DAX30指数涨0.66%，法国CAC40涨0.55%。原油国际油价下跌，美油报69.66美元/桶，日内跌幅2.79%；布油现报73.28美元/桶，日内跌幅2.71%。市场担忧美联储进一步加息，会加剧经济衰退风险，而且市场对美国银行业危机和债务违约危机的担忧也打击需求前景，隔夜油价大跌逾5%，短线油市偏向空头。本交易日将迎来美联储利率决议和美联储主席鲍威尔的新闻发布会，投资者需要留意该事件对市场情绪的影响。关注晚间出炉的EIA原油库存系列数据。黄金现货黄金日内涨0.07%，报2,024.45美元/盎司。市场普遍等待本交易日的美联储利率决议和美联储主席鲍威尔的新闻发布会，市场观望情绪较浓，整体交投比较清淡。隔夜金价大涨后，短线看涨信号有所增加，有望上探近期高点2048附近阻力。在美联储利率决议前，还有“小非农”美国4月ADP就业数据和美国4月ISM非制造业PMI数据，投资者需要予以关注。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"EL":0.9,"QID":0.9,"SPXU":0.9,"AMD":0.9,"QQQ":0.9,"IVV":0.9,"OEF":0.9,"QLD":0.9,".SPX":0.9,"SPY":0.9,"PSQ":0.9,".DJI":0.9,"NQmain":0.9,".IXIC":0.9,"UDOW":0.9,"LLY":0.9,"MNQmain":0.9,"SBUX":0.9}},"isVote":1,"tweetType":1,"viewCount":2797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947810234,"gmtCreate":1682859939728,"gmtModify":1682859943327,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947810234","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 technology stocks be bullish? Just look at the financial reports of Apple and AMD next week","url":"https://stock-news.laohu8.com/highlight/detail?id=2331122664","media":"华尔街见闻","summary":"后续财报可能“喜忧参半”，AI热潮带动芯片需求增加，AMD、高通财报指引可能好于预期，而苹果可能会公布其产品部门三年来首次全面萎缩。经济衰退阴云笼罩下，微软、Meta等科技巨头扛住了压力，一季度业绩超","content":"<p><html><head></head><body><strong>Subsequent financial reports may be \"mixed\", the AI boom has driven an increase in chip demand, AMD and Qualcomm's financial guidance may be better than expected, and Apple may announce that its product department has shrunk across the board for the first time in three years.</strong>Under the cloud of economic recession,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, Meta and other technology giants withstood the pressure, and their first-quarter results exceeded expectations.</p><p>Specifically, Meta's \"salted fish turned over\", and its revenue in the first quarter unexpectedly reversed three consecutive quarters of declines; Microsoft's performance last quarter exceeded expectations, and cloud business revenue maintained double-digit growth;<a href=\"https://laohu8.com/S/GOOG\">Google</a>In the first quarter, search returned to growth, and the cloud business turned losses into profits.</p><p>In addition, despite record losses in chip stocks, earnings guidance is positive. SK Hynix pointed out that improved demand combined with production cuts may boost the market, and the chip market will rebound in the second quarter. However, on the other hand,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Warnings of sluggish growth in its cloud computing business, as well as Cloudflare's move to cut its full-year revenue forecast, underscore the uncertainty of the overall economy.</p><p><strong>The unexpected earnings report eased market concerns about slowing demand for technology products, driving U.S. stocks to rebound.</strong>The S&P 500 index posted its biggest one-day gain since the first week of the year on Thursday, and the technology-heavy Nasdaq 100 index 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>And next week,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>And AMD will disclose the demand for more technology products, and its financial performance will become the key to whether technology stocks can continue to rebound. The following is the earnings preview:</strong></p><p>Tuesday: AMD will release its earnings report after the U.S. stock market closes. The artificial intelligence boom is expected to drive the demand for chips in data centers, and the resulting increase in demand may offset the continued weakness in PC-side chip sales. With its customer and gaming segments still sluggish, data centers will be key for AMD to earn revenue.</p><p>Wednesday: Qualcomm will announce results after the U.S. stock market closes. Investors will take a closer look at Qualcomm's quarterly guidance for signs of recovery and inventory replenishment by OEMs amid continued weakness in smartphone demand. Last month, chip giants Micron Technology and Infineon Technologies provided better-than-expected guidance, raising hopes for a rebound.</p><p>Thursday: Apple will announce results after the U.S. stock market closes. Apple is likely to report its product division's first across the board contraction in three years, with iPad and iPhone sales down a year from the previous year, Mac sales slowdown likely to be more pronounced, and weak consumer consumption of high-end devices still weighing on overall growth. The impact of iPhone supply chain issues and foreign exchange headwinds may show up in the earnings report, and Barclays believes this downturn will continue into this quarter, especially as demand for iPhone 14 Pro models slows.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How long can US technology stocks be bullish? Just look at the financial reports of Apple and AMD next week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow long can US technology stocks be bullish? Just look at the financial reports of Apple and AMD next week\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-30 12:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Subsequent financial reports may be \"mixed\", the AI boom has driven an increase in chip demand, AMD and Qualcomm's financial guidance may be better than expected, and Apple may announce that its product department has shrunk across the board for the first time in three years.</strong>Under the cloud of economic recession,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, Meta and other technology giants withstood the pressure, and their first-quarter results exceeded expectations.</p><p>Specifically, Meta's \"salted fish turned over\", and its revenue in the first quarter unexpectedly reversed three consecutive quarters of declines; Microsoft's performance last quarter exceeded expectations, and cloud business revenue maintained double-digit growth;<a href=\"https://laohu8.com/S/GOOG\">Google</a>In the first quarter, search returned to growth, and the cloud business turned losses into profits.</p><p>In addition, despite record losses in chip stocks, earnings guidance is positive. SK Hynix pointed out that improved demand combined with production cuts may boost the market, and the chip market will rebound in the second quarter. However, on the other hand,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Warnings of sluggish growth in its cloud computing business, as well as Cloudflare's move to cut its full-year revenue forecast, underscore the uncertainty of the overall economy.</p><p><strong>The unexpected earnings report eased market concerns about slowing demand for technology products, driving U.S. stocks to rebound.</strong>The S&P 500 index posted its biggest one-day gain since the first week of the year on Thursday, and the technology-heavy Nasdaq 100 index 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>And next week,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>And AMD will disclose the demand for more technology products, and its financial performance will become the key to whether technology stocks can continue to rebound. The following is the earnings preview:</strong></p><p>Tuesday: AMD will release its earnings report after the U.S. stock market closes. The artificial intelligence boom is expected to drive the demand for chips in data centers, and the resulting increase in demand may offset the continued weakness in PC-side chip sales. With its customer and gaming segments still sluggish, data centers will be key for AMD to earn revenue.</p><p>Wednesday: Qualcomm will announce results after the U.S. stock market closes. Investors will take a closer look at Qualcomm's quarterly guidance for signs of recovery and inventory replenishment by OEMs amid continued weakness in smartphone demand. Last month, chip giants Micron Technology and Infineon Technologies provided better-than-expected guidance, raising hopes for a rebound.</p><p>Thursday: Apple will announce results after the U.S. stock market closes. Apple is likely to report its product division's first across the board contraction in three years, with iPad and iPhone sales down a year from the previous year, Mac sales slowdown likely to be more pronounced, and weak consumer consumption of high-end devices still weighing on overall growth. The impact of iPhone supply chain issues and foreign exchange headwinds may show up in the earnings report, and Barclays believes this downturn will continue into this quarter, especially as demand for iPhone 14 Pro models slows.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3687780\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/353f693b3cf73305d444a14080157632","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc.","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":{"GFS":1,"AAPL":1,"AMD":1}},"isVote":1,"tweetType":1,"viewCount":2867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947804714,"gmtCreate":1682781549139,"gmtModify":1682781552685,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947804714","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 did the First Republic \"win the flower\"? Report: FDIC asks bidders including JPMorgan to submit final offers by Sunday","url":"https://stock-news.laohu8.com/highlight/detail?id=1193243086","media":"华尔街见闻","summary":"作为吸收存款超过10%的大型银行，摩根大通的收购在监管方面存在障碍，但为了拯救第一共和银行，也存在破例的可能性。岌岌可危的第一共和银行迎来了意向方：摩根大通、PNC都有可能成为最终收购者。据彭博今日报","content":"<p><html><head></head><body><strong>As a large bank that takes more than 10% of deposits, JPMorgan's acquisition has regulatory hurdles, but there is also the possibility of making an exception to save First Republic.</strong><p style=\"text-align: justify;\">First Republic Bank, which is in jeopardy, has ushered in interested parties: JPMorgan Chase and PNC may all become the final acquirers.</p><p><p style=\"text-align: justify;\">The Federal Deposit Insurance Corp. (FDIC) is requiring banks including JPMorgan Chase and PNC Financial Services Group, Bloomberg reported today<strong>Submit a final offer for First Republic Bank by Sunday.</strong></p><p><p style=\"text-align: justify;\">The regulator solicited interest from the banks on Thursday, including learning about their proposed offers and the estimated cost of First Republic Bank's deposit insurance money, and invited the two companies to participate in the next bidding process on Friday.</p><p><p style=\"text-align: justify;\">Bloomberg said the bidding process launched by regulators could pave the way for First Republic's sale without going through a lengthy auction process like when Silicon Valley Bank and Signature Bank collapsed.</p><p><p style=\"text-align: justify;\">In addition, the cliff-like decline in First Republic Bank stock (down 97% this year) has dropped the market value to only $650 million.<strong>This may also provide a degree of viability 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 News 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 rescue plan for First Republic Bank.</p><p><p style=\"text-align: justify;\">Earlier, advisers of First Republic Bank sought to get several banks that participated in the rescue operation a month ago to buy their assets at a price above the market price.</p><p><p style=\"text-align: justify;\">Although buyers buy and lose, these potential buyers' $30 billion in deposits with First Republic Bank are uninsured. If they think First Republic Bank is about to go bankrupt, they could risk losing that money altogether.</p><p><p style=\"text-align: justify;\">Furthermore, even if the federal government uses emergency powers to guarantee these deposits, large banks will need to replenish the FDIC with huge sums of money. As part of the deal, several banks that bailed out can get some form of equity.</p><p><p style=\"text-align: justify;\"><strong>The above scenario will result in short-term losses for the rescued banks, but it may be less costly in the long run than letting First Republic fail and be taken over by regulators.</strong></p><p><h2>Regulatory hurdles</h2><p style=\"text-align: justify;\">However, although First Republic Bank's market value is running low, regulatory requirements may also add obstacles to the acquisition.</p><p><p style=\"text-align: justify;\">Since JPMorgan Chase is one of the few large banks in the United States that attracts more than 10% of deposits,<strong>According to US regulations, the bank is not eligible to acquire another institution that also takes deposits, which will make its scale grow again.</strong></p><p><p style=\"text-align: justify;\">Still, there is the possibility of an exception to save First Republic Bank.</p><p><p style=\"text-align: justify;\">Compared with the billions of costs that the FDIC has to pay to take over a bank again, the FDIC prefers to limit the solution to the private sector. The agency had previously planned a special assessment of the banking industry to pay for the bankruptcies of Silicon Valley Bank and Signature Bank last month.</p><p><p style=\"text-align: justify;\">Earlier, the media quoted sources as saying that the most likely outcome of First Republic Bank is to be taken over by the FDIC. If First Republic Bank is taken over by regulators, the FDIC will still ask other banks to make possible takeover bids. However, sources said at the time that there was still hope of finding a solution that 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 did the First Republic \"win the flower\"? Report: FDIC asks bidders including JPMorgan to submit final offers by Sunday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWho did the First Republic \"win the flower\"? Report: FDIC asks bidders including JPMorgan to submit final offers by Sunday\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-29 16:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>As a large bank that takes more than 10% of deposits, JPMorgan's acquisition has regulatory hurdles, but there is also the possibility of making an exception to save First Republic.</strong><p style=\"text-align: justify;\">First Republic Bank, which is in jeopardy, has ushered in interested parties: JPMorgan Chase and PNC may all become the final acquirers.</p><p><p style=\"text-align: justify;\">The Federal Deposit Insurance Corp. (FDIC) is requiring banks including JPMorgan Chase and PNC Financial Services Group, Bloomberg reported today<strong>Submit a final offer for First Republic Bank by Sunday.</strong></p><p><p style=\"text-align: justify;\">The regulator solicited interest from the banks on Thursday, including learning about their proposed offers and the estimated cost of First Republic Bank's deposit insurance money, and invited the two companies to participate in the next bidding process on Friday.</p><p><p style=\"text-align: justify;\">Bloomberg said the bidding process launched by regulators could pave the way for First Republic's sale without going through a lengthy auction process like when Silicon Valley Bank and Signature Bank collapsed.</p><p><p style=\"text-align: justify;\">In addition, the cliff-like decline in First Republic Bank stock (down 97% this year) has dropped the market value to only $650 million.<strong>This may also provide a degree of viability 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 News 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 rescue plan for First Republic Bank.</p><p><p style=\"text-align: justify;\">Earlier, advisers of First Republic Bank sought to get several banks that participated in the rescue operation a month ago to buy their assets at a price above the market price.</p><p><p style=\"text-align: justify;\">Although buyers buy and lose, these potential buyers' $30 billion in deposits with First Republic Bank are uninsured. If they think First Republic Bank is about to go bankrupt, they could risk losing that money altogether.</p><p><p style=\"text-align: justify;\">Furthermore, even if the federal government uses emergency powers to guarantee these deposits, large banks will need to replenish the FDIC with huge sums of money. As part of the deal, several banks that bailed out can get some form of equity.</p><p><p style=\"text-align: justify;\"><strong>The above scenario will result in short-term losses for the rescued banks, but it may be less costly in the long run than letting First Republic fail and be taken over by regulators.</strong></p><p><h2>Regulatory hurdles</h2><p style=\"text-align: justify;\">However, although First Republic Bank's market value is running low, regulatory requirements may also add obstacles to the acquisition.</p><p><p style=\"text-align: justify;\">Since JPMorgan Chase is one of the few large banks in the United States that attracts more than 10% of deposits,<strong>According to US regulations, the bank is not eligible to acquire another institution that also takes deposits, which will make its scale grow again.</strong></p><p><p style=\"text-align: justify;\">Still, there is the possibility of an exception to save First Republic Bank.</p><p><p style=\"text-align: justify;\">Compared with the billions of costs that the FDIC has to pay to take over a bank again, the FDIC prefers to limit the solution to the private sector. The agency had previously planned a special assessment of the banking industry to pay for the bankruptcies of Silicon Valley Bank and Signature Bank last month.</p><p><p style=\"text-align: justify;\">Earlier, the media quoted sources as saying that the most likely outcome of First Republic Bank is to be taken over by the FDIC. If First Republic Bank is taken over by regulators, the FDIC will still ask other banks to make possible takeover bids. However, sources said at the time that there was still hope of finding a solution that 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":3461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947158708,"gmtCreate":1682697153905,"gmtModify":1682697157646,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947158708","repostId":"1149416254","repostType":2,"repost":{"id":"1149416254","kind":"news","pubTimestamp":1682695765,"share":"https://ttm.financial/m/news/1149416254?lang=en_US&edition=fundamental","pubTime":"2023-04-28 23:29","market":"us","language":"zh","title":"Fed blames management problems and poor regulation for Silicon Valley Bank failure","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, the Federal Reserve's Vice Chairman for Financial Supervision: Blaming the collapse of Silicon Valley Bank (SVB) on corporate management and inappropriate supervision, will consider improving liquidity and capital requirements.</p><p><p style=\"text-align: start;\">Silicon Valley Bank's management and directors have failed to manage the many risks of their own companies.</p><p><p style=\"text-align: start;\">Silicon Valley Bank has had as many as 31 warnings, which is three times the industry average.</p><p><p style=\"text-align: start;\">Regulators haven't done enough to ensure that Silicon Valley Bank can handle many problems.</p><p><p style=\"text-align: start;\">The Board of Governors of the Federal Reserve has advocated a less decisive approach to regulation.</p><p><p style=\"text-align: start;\">The Fed's pandering stance and shift in stance hinders regulation (for institutions such as Silicon Valley Bank).</p><p><p style=\"text-align: start;\">Call for \"stronger standards\" for a wider range of banking institutions.</p><p><p style=\"text-align: start;\">Limiting bank buybacks and dividend payments may be \"appropriate\".</p><p><p style=\"text-align: start;\">Consideration should be given to introducing stricter standards for incentives.</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;\">Re-evaluate the system for those banks with assets exceeding $100 billion.</p><p><p style=\"text-align: start;\">Federal Reserve Chairman Jerome Powell supported several of Barr's proposals for institutions and regulation.</p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed blames management problems and poor regulation for Silicon Valley Bank failure</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\">\nFed blames management problems and poor regulation for Silicon Valley Bank failure\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, the Federal Reserve's Vice Chairman for Financial Supervision: Blaming the collapse of Silicon Valley Bank (SVB) on corporate management and inappropriate supervision, will consider improving liquidity and capital requirements.</p><p><p style=\"text-align: start;\">Silicon Valley Bank's management and directors have failed to manage the many risks of their own companies.</p><p><p style=\"text-align: start;\">Silicon Valley Bank has had as many as 31 warnings, which is three times the industry average.</p><p><p style=\"text-align: start;\">Regulators haven't done enough to ensure that Silicon Valley Bank can handle many problems.</p><p><p style=\"text-align: start;\">The Board of Governors of the Federal Reserve has advocated a less decisive approach to regulation.</p><p><p style=\"text-align: start;\">The Fed's pandering stance and shift in stance hinders regulation (for institutions such as Silicon Valley Bank).</p><p><p style=\"text-align: start;\">Call for \"stronger standards\" for a wider range of banking institutions.</p><p><p style=\"text-align: start;\">Limiting bank buybacks and dividend payments may be \"appropriate\".</p><p><p style=\"text-align: start;\">Consideration should be given to introducing stricter standards for incentives.</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;\">Re-evaluate the system for those banks with assets exceeding $100 billion.</p><p><p style=\"text-align: start;\">Federal Reserve Chairman Jerome Powell supported several of Barr's proposals for institutions and regulation.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/livenews/2455612\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9cd29490297b10c3f50798a61050f13","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/livenews/2455612","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1149416254","content_text":"美联储负责金融监管事务的副主席Michael Barr：将硅谷银行（SVB）倒闭归咎于公司管理和不适当的监管，将考虑改善流动性和资本要求。硅谷银行的管理层和总监们未能管理好自家公司的众多风险。硅谷银行曾出现多达31项警告，那是行业均值的三倍。在确保硅谷银行能够处置众多问题方面，监管人员们没能付出足够的努力。美联储理事会曾提倡实施不那么果断的监管方式。美联储的迎合姿态和立场转变妨碍到（针对硅谷银行等机构的）监管。呼吁针对更大范围的银行机构实施“更加强有力的标准”。限制银行回购和派息可能会是“适当之举”。应当考虑针对（银行业的）激励机制出台更加严苛的标准。更多的银行机构应当评估盈亏和待售资产。针对那些资产规模超过1000亿美元的银行重新评估制度。美联储主席鲍威尔支持Barr针对制度和监管的若干建议。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947328793,"gmtCreate":1682592473712,"gmtModify":1682592477133,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947328793","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":"Has the inflation limelight been robbed? The focus of the market has quietly changed!","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 fourth largest financial website in the world, wrote that short-term investors must always be aware that although the market is full of various events every day, as mentioned many times in the field of behavioral finance, human nature tends to be biased towards negative news.</p><p>The market's downturn last year was mainly driven by inflation trends and the Federal Reserve's rate hike path. Markets have started to rebound since mid-October, but recession fears remain. And now,<strong>The U.S. debt ceiling crisis will be the next hot topic to dominate the market.</strong></p><p>After the U.S. Treasury hit the debt ceiling on January 19th, it took extraordinary measures to deal with various government spending. This kind of plot is no stranger, and its impact largely depends on the overall market sentiment. To be sure, the sentiment remains negative.</p><p>As you can see from the chart below, not only short positions in stocks, but also short positions in U.S. Treasuries are at an all-time high. This is due to the debt ceiling deadlock together with<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>The dismal quarterly report sparked 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 US default has also risen significantly, suggesting that the market is watching developments closely (see chart below). Thursday, according to<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>Market Intelligence, U.S. five-year credit default swaps rose to 67 basis points from Wednesday's close of 66 basis points, the highest 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 money. Therefore, it is critical that the Biden administration reaches a deal before this date. Possible options are:</p><p>A political solution (a deal with the Republican Party, which demands federal spending reduction as a premise); The new debt was issued under completely anomalous circumstances (probably above nominal levels, but it is unknown how the market will react to this, especially who will buy it); Further extraordinary measures (Biden can invoke the 14th Amendment to follow up on federal payments). Although there may be other more \"creative\" solutions, Investing analysts don't think they deserve attention.</p><p>Analysts noted that while everyone is still focused on inflation, in reality,<strong>The next short-term driver of market moves will be the U.S. debt ceiling impasse and its resolution.</strong>In his view,<strong>Inflation will continue to decline, especially in June and July, and the impact of the base effect will contribute more than 1% of the decline.</strong></p><p>However, it should be reminded that these are just distractions for medium and long-term investors as always, but for short-term traders, human nature will never change, and paying attention to the debt ceiling crisis is a top priority.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Counter-talk: US debt ceiling deadline</p><p>Recently, Wall Street investment banks began to \"blow\" that the debt ceiling deadline will come earlier. Goldman Sachs is one of them. However, on Wednesday, Goldman Sachs Group Inc. said unexpectedly strong tax revenues this week reduced the possibility that the Treasury Department will face the risk of defaulting on federal payments as early as June,<strong>The end of July is more likely.</strong>The bank said Tuesday's tax data was unexpectedly high,<strong>That's 14% higher than the same period in 2022.</strong></p><p>In this regard, Goldman Sachs economist Alec Phillips wrote in a note to clients on Wednesday:</p><p>\"If tax revenues can maintain this trend, the Treasury Department should be able to continue making all scheduled payments without raising the debt ceiling until the end of July.\" Meanwhile, there is no sign of compromise in the partisan battle in Congress over raising the debt ceiling. House Republicans on Wednesday passed a bill extending its debt ceiling by about a year while cutting spending for years to come. But Biden and Democrats have refused to attach conditions and continue to press for a straightforward bill to be passed.</p><p>Phillips said passage of the bill could reinforce the GOP's insistence on raising the debt ceiling at the expense of spending cuts. Assuming late July as the deadline<strong>These negotiations may take weeks, if not longer, to begin</strong>。 \"In our view, the policy most likely to accompany the debt ceiling increase is'cap on discretionary spending. 'That's lower than 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>Has the inflation limelight been robbed? The focus of the market has quietly changed!</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\">\nHas the inflation limelight been robbed? The focus of the market has quietly changed!\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 fourth largest financial website in the world, wrote that short-term investors must always be aware that although the market is full of various events every day, as mentioned many times in the field of behavioral finance, human nature tends to be biased towards negative news.</p><p>The market's downturn last year was mainly driven by inflation trends and the Federal Reserve's rate hike path. Markets have started to rebound since mid-October, but recession fears remain. And now,<strong>The U.S. debt ceiling crisis will be the next hot topic to dominate the market.</strong></p><p>After the U.S. Treasury hit the debt ceiling on January 19th, it took extraordinary measures to deal with various government spending. This kind of plot is no stranger, and its impact largely depends on the overall market sentiment. To be sure, the sentiment remains negative.</p><p>As you can see from the chart below, not only short positions in stocks, but also short positions in U.S. Treasuries are at an all-time high. This is due to the debt ceiling deadlock together with<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>The dismal quarterly report sparked 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 US default has also risen significantly, suggesting that the market is watching developments closely (see chart below). Thursday, according to<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>Market Intelligence, U.S. five-year credit default swaps rose to 67 basis points from Wednesday's close of 66 basis points, the highest 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 money. Therefore, it is critical that the Biden administration reaches a deal before this date. Possible options are:</p><p>A political solution (a deal with the Republican Party, which demands federal spending reduction as a premise); The new debt was issued under completely anomalous circumstances (probably above nominal levels, but it is unknown how the market will react to this, especially who will buy it); Further extraordinary measures (Biden can invoke the 14th Amendment to follow up on federal payments). Although there may be other more \"creative\" solutions, Investing analysts don't think they deserve attention.</p><p>Analysts noted that while everyone is still focused on inflation, in reality,<strong>The next short-term driver of market moves will be the U.S. debt ceiling impasse and its resolution.</strong>In his view,<strong>Inflation will continue to decline, especially in June and July, and the impact of the base effect will contribute more than 1% of the decline.</strong></p><p>However, it should be reminded that these are just distractions for medium and long-term investors as always, but for short-term traders, human nature will never change, and paying attention to the debt ceiling crisis is a top priority.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Counter-talk: US debt ceiling deadline</p><p>Recently, Wall Street investment banks began to \"blow\" that the debt ceiling deadline will come earlier. Goldman Sachs is one of them. However, on Wednesday, Goldman Sachs Group Inc. said unexpectedly strong tax revenues this week reduced the possibility that the Treasury Department will face the risk of defaulting on federal payments as early as June,<strong>The end of July is more likely.</strong>The bank said Tuesday's tax data was unexpectedly high,<strong>That's 14% higher than the same period in 2022.</strong></p><p>In this regard, Goldman Sachs economist Alec Phillips wrote in a note to clients on Wednesday:</p><p>\"If tax revenues can maintain this trend, the Treasury Department should be able to continue making all scheduled payments without raising the debt ceiling until the end of July.\" Meanwhile, there is no sign of compromise in the partisan battle in Congress over raising the debt ceiling. House Republicans on Wednesday passed a bill extending its debt ceiling by about a year while cutting spending for years to come. But Biden and Democrats have refused to attach conditions and continue to press for a straightforward bill to be passed.</p><p>Phillips said passage of the bill could reinforce the GOP's insistence on raising the debt ceiling at the expense of spending cuts. Assuming late July as the deadline<strong>These negotiations may take weeks, if not longer, to begin</strong>。 \"In our view, the policy most likely to accompany the debt ceiling increase is'cap on discretionary spending. 'That's lower than 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":{"BK4585":"ETF&股票定投概念","BK4552":"Archegos爆仓风波概念","BK4127":"投资银行业与经纪业","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","GS":"高盛"},"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":2613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947993741,"gmtCreate":1682424981783,"gmtModify":1682424985640,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947993741","repostId":"1181662804","repostType":2,"isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944761690,"gmtCreate":1682162776811,"gmtModify":1682162780437,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944761690","repostId":"1144371077","repostType":2,"repost":{"id":"1144371077","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1682132507,"share":"https://ttm.financial/m/news/1144371077?lang=en_US&edition=fundamental","pubTime":"2023-04-22 11:01","market":"hk","language":"zh","title":"Earnings Preview | Is there still room for disappointment in Google's performance? But AI guidance will be key","url":"https://stock-news.laohu8.com/highlight/detail?id=1144371077","media":"老虎资讯综合","summary":"美国银行分析师预测谷歌搜索和云服务将获得在线收入，但 YouTube 将面临压力。该公司面临的主要挑战是 AI 整合到搜索中。互联网搜索引擎巨头谷歌母公司Alphabet Inc（纳斯达克股票代码：G","content":"<p><html><head></head><body><strong>Bank of America analysts predict online revenue from Google search and cloud services, but YouTube will come under pressure. The main challenge facing the company is the integration of AI into search.</strong>Internet search engine giant<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent company Alphabet Inc (NASDAQ: GOOG) will release its first-quarter financial results after the U.S. stock market closes on Tuesday, April 25.</p><p><strong>Five things to know ahead of Alphabet's Q1 earnings report:</strong></p><p><ul><li>The consensus among Wall Street analysts is EPS of $1.08 on revenue of $68.87 billion for the quarter.</p><p></li><li>Revenue is expected to decline 9% from Q4 2022 and 17% from Q1 2022.</p><p></li><li>Estimates for sales indicate a 10% decline compared to the fourth quarter of 2022 and a flat performance compared to the first quarter of 2022.</p><p></li><li>Over the last four quarters, the company has missed earnings and revenue estimates. In the fourth quarter of 2022, Alphabet's earnings estimate was 11% below.</p><p></li><li>Alphabet shares fell 2.75% after poor results in the fourth quarter of 2022 and 9.1% after poor results in the third quarter of 2022.</p><p></li></ul><strong><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Opinions on Alphabet's earnings</strong></p><p>Bank of America analysts predict online revenue from Google search and cloud services, but YouTube will come under pressure.</p><p>Overall, Bank of America expects earnings of $1.07 per share, slightly below Wall Street's forecast of $1.08. Experts believe the first quarter could show an improvement in Alphabet's costs.</p><p>The main challenge facing the company is the integration of AI into search, both in terms of timing and impact, so the outcome discussion of future plans and prospects may constitute the most important stock driver. According to Bank of America, Alphabet will become a more defensive self-service stock in the internet group in 2023, with higher relative earnings stability due to spending flexibility, high margins, and the possibility of backing the stock through buybacks.</p><p><strong>Alphabet's Stock Performance and Valuation</strong></p><p>At $105 a share, Alphabet is up more than 19% year-to-date at the time of writing, outperforming the S&P 500's 7.7% gain.</p><p>Shares are nearly 30% below their all-time high of $151 set in February 2022.</p><p>In the first quarter of 2023, shares rose 17.5%, marking their strongest quarterly performance since the second quarter of 2021.</p><p>According to professional data from Benzinga, the stock has a forward P/E of 19.45.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings Preview | Is there still room for disappointment in Google's performance? But AI guidance will be key</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarnings Preview | Is there still room for disappointment in Google's performance? But AI guidance will be key\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-04-22 11:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Bank of America analysts predict online revenue from Google search and cloud services, but YouTube will come under pressure. The main challenge facing the company is the integration of AI into search.</strong>Internet search engine giant<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent company Alphabet Inc (NASDAQ: GOOG) will release its first-quarter financial results after the U.S. stock market closes on Tuesday, April 25.</p><p><strong>Five things to know ahead of Alphabet's Q1 earnings report:</strong></p><p><ul><li>The consensus among Wall Street analysts is EPS of $1.08 on revenue of $68.87 billion for the quarter.</p><p></li><li>Revenue is expected to decline 9% from Q4 2022 and 17% from Q1 2022.</p><p></li><li>Estimates for sales indicate a 10% decline compared to the fourth quarter of 2022 and a flat performance compared to the first quarter of 2022.</p><p></li><li>Over the last four quarters, the company has missed earnings and revenue estimates. In the fourth quarter of 2022, Alphabet's earnings estimate was 11% below.</p><p></li><li>Alphabet shares fell 2.75% after poor results in the fourth quarter of 2022 and 9.1% after poor results in the third quarter of 2022.</p><p></li></ul><strong><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Opinions on Alphabet's earnings</strong></p><p>Bank of America analysts predict online revenue from Google search and cloud services, but YouTube will come under pressure.</p><p>Overall, Bank of America expects earnings of $1.07 per share, slightly below Wall Street's forecast of $1.08. Experts believe the first quarter could show an improvement in Alphabet's costs.</p><p>The main challenge facing the company is the integration of AI into search, both in terms of timing and impact, so the outcome discussion of future plans and prospects may constitute the most important stock driver. According to Bank of America, Alphabet will become a more defensive self-service stock in the internet group in 2023, with higher relative earnings stability due to spending flexibility, high margins, and the possibility of backing the stock through buybacks.</p><p><strong>Alphabet's Stock Performance and Valuation</strong></p><p>At $105 a share, Alphabet is up more than 19% year-to-date at the time of writing, outperforming the S&P 500's 7.7% gain.</p><p>Shares are nearly 30% below their all-time high of $151 set in February 2022.</p><p>In the first quarter of 2023, shares rose 17.5%, marking their strongest quarterly performance since the second quarter of 2021.</p><p>According to professional data from Benzinga, the stock has a forward P/E of 19.45.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6d25e1a14780c2d1e6ec5ecf96395d05","relate_stocks":{"IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","BK4588":"碎股","BK4507":"流媒体概念","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","BK4525":"远程办公概念","GOOG":"谷歌","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0079474960.USD":"联博美国增长基金A","BK4527":"明星科技股","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","GOOGL":"谷歌A"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144371077","content_text":"美国银行分析师预测谷歌搜索和云服务将获得在线收入，但 YouTube 将面临压力。该公司面临的主要挑战是 AI 整合到搜索中。互联网搜索引擎巨头谷歌母公司Alphabet Inc（纳斯达克股票代码：GOOG）将于 4 月 25 日（周二）美股盘后发布其第一季度财报业绩。在 Alphabet 第一季度财报发布前，需要了解的五件事：华尔街分析师一致预计本季度每股收益为 1.08 美元，收入为 688.7 亿美元。预计收入将比 2022 年第四季度下降 9%，比 2022 年第一季度下降 17%。对销售额的估计表明，与 2022 年第四季度相比下降 10%，与 2022 年第一季度相比表现持平。在过去的四个季度中，该公司的收益和收入均未达到预期。在 2022 年第四季度，Alphabet 的盈利预测低于 11%。Alphabet 股价在 2022 年第四季度业绩不佳后下跌 2.75%，在 2022 年第三季度业绩不佳后下跌 9.1%。美国银行对 Alphabet 财报的看法美国银行分析师预测谷歌搜索和云服务将获得在线收入，但 YouTube 将面临压力。总体而言，美国银行预计每股收益为 1.07 美元，略低于华尔街预测的 1.08 美元。专家认为，第一季度可能会显示出 Alphabet 的成本有所改善。该公司面临的主要挑战是 AI 整合到搜索中，无论在时间还是在影响方面，因此对未来计划和前景的结果讨论可能构成最重要的股票驱动因素。据美国银行称，到 2023 年，Alphabet 将成为互联网集团中更具防御性的自助股票，由于支出灵活性、高利润率以及通过回购支持股票的可能性，其相对盈利稳定性更高。Alphabet 的股票表现和估值Alphabet 的股价为每股 105 美元，截至撰写本文时，今年迄今上涨逾19%，表现优于标准普尔 500 指数 7.7% 的涨幅。股价比 2022 年 2 月创下的历史高点 151 美元低了近 30%。2023 年第一季度，股价上涨 17.5%，创下 2021 年第二季度以来最强劲的季度表现。根据Benzinga 的专业数据，该股票的远期市盈率为 19.45 。","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944415765,"gmtCreate":1682005585957,"gmtModify":1682005588566,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944415765","repostId":"2328194710","repostType":2,"repost":{"id":"2328194710","kind":"highlight","pubTimestamp":1682004537,"share":"https://ttm.financial/m/news/2328194710?lang=en_US&edition=fundamental","pubTime":"2023-04-20 23:28","market":"hk","language":"zh","title":"A surge of $11.4 billion in a single quarter! Under the pressure of economic recession, U.S. junk bond growth returns to high point","url":"https://stock-news.laohu8.com/highlight/detail?id=2328194710","media":"华尔街见闻","summary":"随着经济衰退缓慢逼近，企业债券正以2020年以来最快的速度被降为垃圾债。4月19日周三，巴克莱策略师 Dominique Toublan 等的最新研究显示，今年第一季度，共有114亿美元的债券被降级为","content":"<p><html><head></head><body>As a recession slowly approaches, corporate bonds are being reduced to junk bonds at the fastest pace since 2020.</p><p>On Wednesday, April 19, the latest research from Barclays strategist Dominique Toublan and others showed that,<strong>A total of $11.4 billion of bonds were downgraded to junk bonds in the first quarter of this year, which accounts for about 60% of bonds downgraded to junk in the whole of 2022.</strong>。 The bank estimates that bond trading volumes throughout the year are on track to reach their highest levels since 2020, when the outbreak triggered a massive wave of bond downgrades.</p><p>This reflects the pressure many businesses are facing as the Federal Reserve embarks on its most aggressive rate hike cycle in decades. As the number of investors eligible to buy their bonds decreases, those whose ratings are downgraded to junk status will face additional financing expenses.</p><p>Barclays predicts that,<strong>As slowing economic growth puts additional pressure on borrowers, the pace of junk-rated bonds is set to accelerate in the second half of the year.</strong>It is expected that $60 billion to $80 billion in bonds will be downgraded to junk status this year, and these bonds are called \"fallen angels\".</p><p>Toublan said in an interview:</p><p>The downgrade from investment grade to junk, indicating a deterioration in the company's credit profile. The question is, is this just a company problem, or is it a more general phenomenon? But Barclays added,<strong>While more companies are being downgraded to junk status, more bonds are likely to be upgraded to investment grade</strong>。 The bank expects $60 billion to $70 billion to come from these \"rising stars\" this year, which will be the second-highest annual total on record. It is not until the second half of this year that the pace of rating upgrades may slow down.</p><p>Nissan contributed a considerable share of the bonds whose ratings were downgraded.<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>The rating company downgraded it to speculative grade in March this year. Companies whose ratings were downgraded also include<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>And Axos Financial, Inc.</p><p>While trading volumes on these downgraded bonds are rising, the downgrades still appear to be relatively modest. Barclays said the bank's forecast of $60 billion to $80 billion rating downgrades accounted for about 2.2% of BBB-rated corporate bonds, compared with the average since 2000 of nearly 6.6%.</p><p>According to the analysis,<strong>The previous banking crisis is likely to drastically reduce bank lending activity. The total amount of loans on banks'books has fallen by about $95 billion since mid-March, according to the Federal Reserve. Credit conditions have generally tightened, which tends to drive more downgrades.</strong></p><p>Falling profits could erode profits for corporate borrowers and potentially hurt those of issuers that are more sensitive to economic changes, Fitch Ratings wrote in a note Monday. The agency predicts that the United States will begin to enter a recession by the end of the third quarter of this year.</p><p>Fitch said:</p><p>Monetary tightening and slower economic growth will have a negative impact on demand, while easing inflation will reduce pricing power, leading to slower revenue growth for some U.S. companies and somewhat less ability to protect margins without cost cutting.</body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A surge of $11.4 billion in a single quarter! Under the pressure of economic recession, U.S. junk bond growth returns to high point</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA surge of $11.4 billion in a single quarter! Under the pressure of economic recession, U.S. junk bond growth returns to high point\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-20 23:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>As a recession slowly approaches, corporate bonds are being reduced to junk bonds at the fastest pace since 2020.</p><p>On Wednesday, April 19, the latest research from Barclays strategist Dominique Toublan and others showed that,<strong>A total of $11.4 billion of bonds were downgraded to junk bonds in the first quarter of this year, which accounts for about 60% of bonds downgraded to junk in the whole of 2022.</strong>。 The bank estimates that bond trading volumes throughout the year are on track to reach their highest levels since 2020, when the outbreak triggered a massive wave of bond downgrades.</p><p>This reflects the pressure many businesses are facing as the Federal Reserve embarks on its most aggressive rate hike cycle in decades. As the number of investors eligible to buy their bonds decreases, those whose ratings are downgraded to junk status will face additional financing expenses.</p><p>Barclays predicts that,<strong>As slowing economic growth puts additional pressure on borrowers, the pace of junk-rated bonds is set to accelerate in the second half of the year.</strong>It is expected that $60 billion to $80 billion in bonds will be downgraded to junk status this year, and these bonds are called \"fallen angels\".</p><p>Toublan said in an interview:</p><p>The downgrade from investment grade to junk, indicating a deterioration in the company's credit profile. The question is, is this just a company problem, or is it a more general phenomenon? But Barclays added,<strong>While more companies are being downgraded to junk status, more bonds are likely to be upgraded to investment grade</strong>。 The bank expects $60 billion to $70 billion to come from these \"rising stars\" this year, which will be the second-highest annual total on record. It is not until the second half of this year that the pace of rating upgrades may slow down.</p><p>Nissan contributed a considerable share of the bonds whose ratings were downgraded.<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>The rating company downgraded it to speculative grade in March this year. Companies whose ratings were downgraded also include<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>And Axos Financial, Inc.</p><p>While trading volumes on these downgraded bonds are rising, the downgrades still appear to be relatively modest. Barclays said the bank's forecast of $60 billion to $80 billion rating downgrades accounted for about 2.2% of BBB-rated corporate bonds, compared with the average since 2000 of nearly 6.6%.</p><p>According to the analysis,<strong>The previous banking crisis is likely to drastically reduce bank lending activity. The total amount of loans on banks'books has fallen by about $95 billion since mid-March, according to the Federal Reserve. Credit conditions have generally tightened, which tends to drive more downgrades.</strong></p><p>Falling profits could erode profits for corporate borrowers and potentially hurt those of issuers that are more sensitive to economic changes, Fitch Ratings wrote in a note Monday. The agency predicts that the United States will begin to enter a recession by the end of the third quarter of this year.</p><p>Fitch said:</p><p>Monetary tightening and slower economic growth will have a negative impact on demand, while easing inflation will reduce pricing power, leading to slower revenue growth for some U.S. companies and somewhat less ability to protect margins without cost cutting.</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3687055\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7e77c16b21cd06df0b4a3ec9f76087f1","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3687055","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2328194710","content_text":"随着经济衰退缓慢逼近，企业债券正以2020年以来最快的速度被降为垃圾债。4月19日周三，巴克莱策略师 Dominique Toublan 等的最新研究显示，今年第一季度，共有114亿美元的债券被降级为垃圾债券，这一数字约占2022年全年被降为垃圾级债券的60%。该行估计，今年全年的债券交易量有望达到自2020年以来的最高水平，当时疫情爆发引发了大规模的债券降级浪潮。这反映出，随着美联储开启数十年来最激进的加息周期，许多企业正面临着压力。由于有资格购买其债券的投资者数量减少，那些评级被下调至垃圾级的企业将面临额外的融资支出。巴克莱预计，随着经济增长放缓给借款人带来了额外的压力，垃圾级债券的增加速度将在今年下半年加快。预计今年将有600亿至800亿美元规模的债券将被降至垃圾级，这些债券被称为“堕落天使”。Toublan 在接受采访时表示：从投资级降至垃圾级，表明该公司的信用状况恶化。问题是，这只是一家公司的问题，还是一个更普遍的现象？但巴克莱补充称，尽管越来越多的企业被降至垃圾级，但可能也会有越来越多的债券被调高至投资级。该行预计，今年将有600亿至700亿美元来自这些“新星”，这将是有纪录以来第二高的年度总额。到今年下半年，评级上调的步伐才可能会放缓。在评级被下调的债券中，日产汽车贡献了相当一部分的份额。标普全球评级公司在今年3月将其下调至了投机级。评级被下调的企业还包括第一共和银行和Axos Financial公司。虽然有关这些被降级债券的交易量正在上升，但评级的下调似乎仍然是相对温和的。巴克莱称，该行预测的600亿至800亿美元的评级下调约占BBB级公司债券的2.2%，而2000年以来的平均水平接近6.6%。分析认为，此前的银行业危机可能会大幅削减银行的放贷活动。美联储的数据显示，自3月中旬以来，银行账面上的贷款总额已经减少了约950亿美元。信贷环境普遍趋紧，这往往会推动更多的评级下调。惠誉评级公司周一在一份报告中写道，利润下降可能会侵蚀企业借款人的利润，并可能损害对经济变化更为敏感的发行人的利润。该机构预计美国将在今年第三季度末开始步入经济衰退。惠誉表示：货币紧缩和经济增长放缓将对需求产生负面影响，而通胀缓解将降低定价能力，导致一些美国公司的收入增长放缓，在没有削减成本的情况下保护利润率的能力有所减弱。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944539002,"gmtCreate":1681907799006,"gmtModify":1681907802787,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944539002","repostId":"2328783312","repostType":2,"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944694266,"gmtCreate":1681818721355,"gmtModify":1681818724802,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944694266","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 in the first quarter of 2023 (US $100 million): 151, expected: 150.28, previous value: 149.64.</p><p>Net profit in the first quarter (US $100 million): 17, expected: 15.36, previous value: 17.33.</p><p>First quarter EPS: $6.61, expected: $6.057, previous value: $6.44.</p><p>Lockheed Martin's pre-market stock price rose rapidly in the short term, turning from falling to rising.</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\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 in the first quarter of 2023 (US $100 million): 151, expected: 150.28, previous value: 149.64.</p><p>Net profit in the first quarter (US $100 million): 17, expected: 15.36, previous value: 17.33.</p><p>First quarter EPS: $6.61, expected: $6.057, previous value: $6.44.</p><p>Lockheed Martin's pre-market stock price rose rapidly in the short term, turning from falling to rising.</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":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944346593,"gmtCreate":1681724414813,"gmtModify":1681724418481,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944346593","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 \"backlash\" itself?","url":"https://stock-news.laohu8.com/highlight/detail?id=1135442671","media":"老虎资讯综合","summary":"特斯拉频繁的降价行动令分析人士更加关注其第一季度的毛利率。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The financial report for the first quarter of 2023 ending March 31 will be released after the market closes on April 19, Eastern Time (April 20, Beijing time).</p><p>In the past 2022, Tesla delivered a total of 1.31 million vehicles worldwide, an increase of 40% compared to 2021; The production volume was 1.37 million vehicles, a year-on-year increase of 47%, but none of them reached the annual growth target of 50%.</p><p><strong>The market currently generally expects the company to have revenue of US $23.46 billion in the first quarter, adjusted profit of US $3.057 billion, and earnings per share of US $0.86.</strong></p><p><p style=\"text-align: justify;\">A stronger-than-expected result would indicate Tesla's \"cost advantage position\" and potential input cost decline, but if Q1 results fall in line or below expectations, it would imply overcapacity or aging products, which would put its stock price at risk. More importantly, frequent price cuts have led analysts to pay more attention to the electric car maker's gross profit margin in the first quarter.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f14e3cd0b9cf7c3134cc1be1537b19\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>Deliveries in the first quarter: Is the price reduction effect sustainable?</strong></p><p><p style=\"text-align: justify;\">Tesla delivered worldwide in Q1 2023<strong>More than 422,000 vehicles broke the delivery record in a single quarter.</strong></p><p>The report shows that in the first quarter of 2023, Tesla produced 440,808 electric vehicles worldwide and delivered 422,875 units. Among them, Model S and Model X produced 19,437 units and delivered 10,695 units; Production of Model 3 and Model Y was 421,371 units, and deliveries were 412,180 units.</p><p>Compared with the same period last year, Tesla's total production in the first quarter increased by 44% year-on-year, and deliveries increased by 36% year-on-year, which was 6.69 times the delivery volume in the same period in 2019.</p><p>The delivery report shows that Tesla will continue to transition to \"more balanced mass production for different regional markets\", including Model S/X models that are being shipped to EMEA (Europe/Middle East/Africa) and Asia-Pacific.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/206ca2a9f22472a9e476b926b9c14c33\" title=\"\" tg-width=\"690\" tg-height=\"365\"/></p><p><p style=\"text-align: justify;\">Musk's annual sales target of 1.8-2 million vehicles was not bad in the first quarter. But what cannot be ignored is that in the Chinese market, the core position of its production and sales, this year's automobile market is facing more intense competition, and Tesla also needs to respond more flexibly.</p><p>According to industry analysts,<strong>The growth of Tesla's deliveries is closely related to the price cuts at the beginning of this year, and the direct reason for the price cuts is to stimulate demand.</strong>In January this year, Tesla lowered the prices of models on sale in both China and the global market, with an overall drop of 9%.</p><p>On April 6, local time, Tesla once again lowered the prices of its models on sale in the United States, lowering the prices of all models by 2% to 6%. This is the automaker's fifth price cut since January, with the most significant decline in high-end models. The price cut of the more popular Model Y also reached 4% to $52,990.</p><p>At the same time, Tesla also announced that it will adjust the prices of Model 3 and Model Y in Hong Kong on April 15. The largest price adjustment reduction is Model 3 Performance, with a range of as much as 14.7%.</p><p><p style=\"text-align: justify;\">Tesla previously launched a price war in the United States, which analysts saw as a positive signal of the company's efforts to boost sales.</p><p>According to Tesla's goal, it will increase production by more than 10 times to 20 million vehicles/year by 2030. However, the longest sales cycle of Tesla's Model 3/Y and other models currently on sale is 6-7 years, and there has been no mid-term facelift. As market competition intensifies, Tesla's products are facing more severe challenges.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44ed93f64aaf0be3e65df77daffd77f9\" title=\"\" tg-width=\"597\" tg-height=\"712\"/></p><p><strong>Positive factors: new low-end models are on the horizon</strong></p><p>Recently, there has been market news that Tesla is planning a grand production capacity map for its new low-priced models. \"This low-priced model is a small Model Y.\" The source said,<strong>\"Tesla is building an annual production capacity plan of up to 4 million vehicles for it.\"</strong></p><p><p style=\"text-align: justify;\">It is understood that this is an early production capacity strategy, and Tesla is passing on to the industrial chain:<strong>The production capacity of 4 million vehicles will be distributed in factories around the world, of which the super factory in North America will undertake 2 million vehicles, and the Berlin factory in Germany and the Lingang factory in Shanghai will undertake 1 million vehicles respectively. Among the North American factories, the Monterrey factory in Mexico will be the main production capacity of this new model.</strong></p><p><p style=\"text-align: justify;\">At this year's Investor Day, Tesla revealed the Monterrey factory in Mexico. Since then, some media reported that the factory covers an area of nearly 4,200 acres, which is 68% more than the 2,500 acres of the Texas factory. It is also about 20 times the area of the Shanghai factory.</p><p>If a Tesla car sells for 150,000 yuan, it may obviously set off another sales frenzy.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d883a08243beba49992da0458236253e\" title=\"\" tg-width=\"640\" tg-height=\"430\"/></p><p><strong>Unfavorable factors: U.S. 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 announced new electric vehicle tax credit details. Various car companies found that unless a workaround is found, the result is likely to be:<strong>From April 18, when the new system comes into effect, the tax credits enjoyed by electric vehicles will be significantly reduced.</strong></p><p><p style=\"text-align: justify;\">Ford said its Mustang Mach-E and E-Transit will be eligible for a $3,750 electric vehicle tax credit starting April 18, down from the current $7,500, after losing half of the tax credits because they did not meet domestic battery purchase requirements.</p><p><p style=\"text-align: justify;\">From April 18, out of the $7,500 tax credit<strong>Half of that will depend on whether the battery components are mainly made in North America</strong>，<strong>The other half depends on whether the battery minerals are mainly sourced from the United States' free trade partners</strong>。 In the next five years, if you want to qualify for tax credits, the proportion of the above-mentioned components and minerals in automobile batteries will be further increased from 50% and 40% respectively.</p><p><strong>Big bank rating</strong></p><p><strong>Wedbush Securities: Outperform Rating, $225 Price Target</strong></p><p>Dan Ives of Wedbush Securities, a well-known Tesla bull analyst, maintained an \"outperform\" rating and a target price of $225 on Tesla stock. He said the Model Y/3 price cuts announced in early 2023 have \"paid handsome dividends\" for Tesla, and demand appears to be stable despite macroeconomic uncertainties. Whether Tesla's automotive gross profit margin can exceed 20% remains a key threshold in the next few quarters.</p><p><strong>Baird: Overweight Rating, $252 Price Target</strong></p><p><p style=\"text-align: left;\">Baird said it believes Tesla will be able to maintain industry-leading operating margins and is best positioned among its automotive peers to weather economic headwinds. Maintain an Overweight rating and $252 price target on Tesla stock.</p><p><strong>Bernstein: Underperform Rating, $150 Price Target</strong></p><p><p style=\"text-align: left;\">Bernstein said Tesla's price cuts were not surprising, but the timing and details were \"a bit surprising\" and may continue to cut prices in other markets around the world. The agency said the price cuts reflected Tesla's need to stimulate market demand. Maintain an underperform rating and a $150 price target on Tesla stock.</p><p><strong>Wolfe Research: Peer Performance Rating</strong></p><p><p style=\"text-align: left;\">Wolfe Research analyst Rod Lache said that while the U.S. price cuts may raise questions about demand for cars, Tesla \"will significantly reduce costs in the future.\" The company said investors may have underestimated the new investment in Tesla Energy. Maintaining a Peer Perform rating on Tesla stock, investors should not be surprised if the price cut triggers a negative short-term reaction to the stock price.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Financial report preview | How long can Tesla's price reduction dividend last, and will it \"backlash\" itself?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFinancial report preview | How long can Tesla's price reduction dividend last, and will it \"backlash\" itself?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-04-11 17:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The financial report for the first quarter of 2023 ending March 31 will be released after the market closes on April 19, Eastern Time (April 20, Beijing time).</p><p>In the past 2022, Tesla delivered a total of 1.31 million vehicles worldwide, an increase of 40% compared to 2021; The production volume was 1.37 million vehicles, a year-on-year increase of 47%, but none of them reached the annual growth target of 50%.</p><p><strong>The market currently generally expects the company to have revenue of US $23.46 billion in the first quarter, adjusted profit of US $3.057 billion, and earnings per share of US $0.86.</strong></p><p><p style=\"text-align: justify;\">A stronger-than-expected result would indicate Tesla's \"cost advantage position\" and potential input cost decline, but if Q1 results fall in line or below expectations, it would imply overcapacity or aging products, which would put its stock price at risk. More importantly, frequent price cuts have led analysts to pay more attention to the electric car maker's gross profit margin in the first quarter.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f14e3cd0b9cf7c3134cc1be1537b19\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>Deliveries in the first quarter: Is the price reduction effect sustainable?</strong></p><p><p style=\"text-align: justify;\">Tesla delivered worldwide in Q1 2023<strong>More than 422,000 vehicles broke the delivery record in a single quarter.</strong></p><p>The report shows that in the first quarter of 2023, Tesla produced 440,808 electric vehicles worldwide and delivered 422,875 units. Among them, Model S and Model X produced 19,437 units and delivered 10,695 units; Production of Model 3 and Model Y was 421,371 units, and deliveries were 412,180 units.</p><p>Compared with the same period last year, Tesla's total production in the first quarter increased by 44% year-on-year, and deliveries increased by 36% year-on-year, which was 6.69 times the delivery volume in the same period in 2019.</p><p>The delivery report shows that Tesla will continue to transition to \"more balanced mass production for different regional markets\", including Model S/X models that are being shipped to EMEA (Europe/Middle East/Africa) and Asia-Pacific.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/206ca2a9f22472a9e476b926b9c14c33\" title=\"\" tg-width=\"690\" tg-height=\"365\"/></p><p><p style=\"text-align: justify;\">Musk's annual sales target of 1.8-2 million vehicles was not bad in the first quarter. But what cannot be ignored is that in the Chinese market, the core position of its production and sales, this year's automobile market is facing more intense competition, and Tesla also needs to respond more flexibly.</p><p>According to industry analysts,<strong>The growth of Tesla's deliveries is closely related to the price cuts at the beginning of this year, and the direct reason for the price cuts is to stimulate demand.</strong>In January this year, Tesla lowered the prices of models on sale in both China and the global market, with an overall drop of 9%.</p><p>On April 6, local time, Tesla once again lowered the prices of its models on sale in the United States, lowering the prices of all models by 2% to 6%. This is the automaker's fifth price cut since January, with the most significant decline in high-end models. The price cut of the more popular Model Y also reached 4% to $52,990.</p><p>At the same time, Tesla also announced that it will adjust the prices of Model 3 and Model Y in Hong Kong on April 15. The largest price adjustment reduction is Model 3 Performance, with a range of as much as 14.7%.</p><p><p style=\"text-align: justify;\">Tesla previously launched a price war in the United States, which analysts saw as a positive signal of the company's efforts to boost sales.</p><p>According to Tesla's goal, it will increase production by more than 10 times to 20 million vehicles/year by 2030. However, the longest sales cycle of Tesla's Model 3/Y and other models currently on sale is 6-7 years, and there has been no mid-term facelift. As market competition intensifies, Tesla's products are facing more severe challenges.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44ed93f64aaf0be3e65df77daffd77f9\" title=\"\" tg-width=\"597\" tg-height=\"712\"/></p><p><strong>Positive factors: new low-end models are on the horizon</strong></p><p>Recently, there has been market news that Tesla is planning a grand production capacity map for its new low-priced models. \"This low-priced model is a small Model Y.\" The source said,<strong>\"Tesla is building an annual production capacity plan of up to 4 million vehicles for it.\"</strong></p><p><p style=\"text-align: justify;\">It is understood that this is an early production capacity strategy, and Tesla is passing on to the industrial chain:<strong>The production capacity of 4 million vehicles will be distributed in factories around the world, of which the super factory in North America will undertake 2 million vehicles, and the Berlin factory in Germany and the Lingang factory in Shanghai will undertake 1 million vehicles respectively. Among the North American factories, the Monterrey factory in Mexico will be the main production capacity of this new model.</strong></p><p><p style=\"text-align: justify;\">At this year's Investor Day, Tesla revealed the Monterrey factory in Mexico. Since then, some media reported that the factory covers an area of nearly 4,200 acres, which is 68% more than the 2,500 acres of the Texas factory. It is also about 20 times the area of the Shanghai factory.</p><p>If a Tesla car sells for 150,000 yuan, it may obviously set off another sales frenzy.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d883a08243beba49992da0458236253e\" title=\"\" tg-width=\"640\" tg-height=\"430\"/></p><p><strong>Unfavorable factors: U.S. 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 announced new electric vehicle tax credit details. Various car companies found that unless a workaround is found, the result is likely to be:<strong>From April 18, when the new system comes into effect, the tax credits enjoyed by electric vehicles will be significantly reduced.</strong></p><p><p style=\"text-align: justify;\">Ford said its Mustang Mach-E and E-Transit will be eligible for a $3,750 electric vehicle tax credit starting April 18, down from the current $7,500, after losing half of the tax credits because they did not meet domestic battery purchase requirements.</p><p><p style=\"text-align: justify;\">From April 18, out of the $7,500 tax credit<strong>Half of that will depend on whether the battery components are mainly made in North America</strong>，<strong>The other half depends on whether the battery minerals are mainly sourced from the United States' free trade partners</strong>。 In the next five years, if you want to qualify for tax credits, the proportion of the above-mentioned components and minerals in automobile batteries will be further increased from 50% and 40% respectively.</p><p><strong>Big bank rating</strong></p><p><strong>Wedbush Securities: Outperform Rating, $225 Price Target</strong></p><p>Dan Ives of Wedbush Securities, a well-known Tesla bull analyst, maintained an \"outperform\" rating and a target price of $225 on Tesla stock. He said the Model Y/3 price cuts announced in early 2023 have \"paid handsome dividends\" for Tesla, and demand appears to be stable despite macroeconomic uncertainties. Whether Tesla's automotive gross profit margin can exceed 20% remains a key threshold in the next few quarters.</p><p><strong>Baird: Overweight Rating, $252 Price Target</strong></p><p><p style=\"text-align: left;\">Baird said it believes Tesla will be able to maintain industry-leading operating margins and is best positioned among its automotive peers to weather economic headwinds. Maintain an Overweight rating and $252 price target on Tesla stock.</p><p><strong>Bernstein: Underperform Rating, $150 Price Target</strong></p><p><p style=\"text-align: left;\">Bernstein said Tesla's price cuts were not surprising, but the timing and details were \"a bit surprising\" and may continue to cut prices in other markets around the world. The agency said the price cuts reflected Tesla's need to stimulate market demand. Maintain an underperform rating and a $150 price target on Tesla stock.</p><p><strong>Wolfe Research: Peer Performance Rating</strong></p><p><p style=\"text-align: left;\">Wolfe Research analyst Rod Lache said that while the U.S. price cuts may raise questions about demand for cars, Tesla \"will significantly reduce costs in the future.\" The company said investors may have underestimated the new investment in Tesla Energy. Maintaining a Peer Perform rating on Tesla stock, investors should not be surprised if the price cut triggers a negative short-term reaction to the stock price.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135442671","content_text":"特斯拉将于美国东部时间4月19日收盘后（北京时间4月20日）发布截至3月31日的2023年第一季度财报。在过去的2022年，特斯拉全球共计交付汽车131万辆，相比2021年增长40%；生产量为137万辆，同比增长47%，但均未达到50%的年增长量目标。市场目前普遍预计该公司一季度的营收为234.6亿美元，调整后利润为30.57亿美元，每股收益为0.86美元。强于预期的结果将表明特斯拉的“成本优势地位”和潜在的投入成本下降，但如果第一季度的结果与预期持平或低于预期，则意味着产能过剩或产品老化，这将使其股价面临风险。尤其重要的是，频繁的降价行动令分析人士更加关注这家电动汽车制造商一季度的毛利率情况。一季度交付量：降价效应可持续吗？特斯拉2023年第一季度在全球交付超过42.2万辆汽车，打破了单季度的交付纪录。报告显示，2023年第一季度，特斯拉在全球生产电动车440808台，交付422875台。其中，Model S和Model X生产19437台，交付10695台；Model 3和Model Y的产量为421371台，交付量为412180台。与去年同期相比，特斯拉第一季度总产量同比增长44%，交付量同比增长36%，是2019年同期交付量的6.69倍。交付报告中显示，特斯拉将继续向“针对不同区域市场更加均衡的批量生产”过渡，其中包括正在运往EMEA地区（欧洲/中东/非洲)以及亚太地区的Model S/X车型。马斯克定下的全年180-200万辆的销量目标，第一季度完成得不差。但不容忽视的是，在其产销的核心阵地——中国市场，今年的汽车市场正迎来更为激烈的竞争，特斯拉也需要更灵活地应对。业内分析认为，特斯拉交付量增长与今年年初的降价活动密切相关，而降价的直接原因则是为了刺激需求。今年1月，特斯拉在中国和全球市场均调低了在售车型价格，整体降幅达到9%。当地时间4月6日，特斯拉再次下调了其美国在售车型的售价，将所有车型的价格下调了2%至6%，这是该汽车制造商自1月份以来的第五次降价，其中高端车型的降幅最为显著。较受欢迎的Model Y降价幅度也达到了4%，降至52990美元。与此同时，特斯拉还宣布将于4月15日调整香港地区Model 3和Model Y的售价，价格调整减幅最大的是Model 3 Performance，幅度多达14.7%。此前特斯拉发起在美国的价格战，分析师们都将其视为该公司努力提振销量的积极信号。根据特斯拉的目标，到2030年将产量提高10倍以上，达到2000万辆/年。不过，目前特斯拉在售的Model 3/Y等车型最长销售周期达6-7年，且一直没有进行中期改款。随着市场竞争的加剧，特斯拉的产品面临着更为严峻的挑战。积极因素：新低级车型呼之欲出最近传出市场消息，特斯拉正在为其新的低价车型，规划一副宏大的产能版图。“这款低价车型是一个小号Model Y。”消息人士称，“特斯拉正在为其构建一个高达400万辆的年产能计划。”据了解这是一项早期的产能策略，特斯拉正在向产业链传递：400万辆产能会分布在全球工厂，其中，北美的超级工厂将承担200万辆，德国柏林工厂和上海临港工厂分别承担100万辆。而在北美工厂当中，墨西哥的蒙特雷工厂会是这款新车型的产能主力。在今年投资者日上，特斯拉揭秘了墨西哥的蒙特雷工厂，此后，有媒体报道称，该工厂占地近4200英亩，这比德克萨斯州工厂的2500英亩多出68%，也是上海工厂面积的约20倍。如果一款特斯拉汽车卖到15万元，显然可能再次掀起销量狂潮。不利因素：美国电动车退税政策再生变上周五，美国财政部和国税局公布了新的电动汽车税收抵免细则，各家车企发现，除非找到变通方法，否则结果很可能是：从4月18日新制度生效起，电动汽车享受的税收抵免将大幅减少。福特公司表示，从4月18日开始，其 Mustang Mach-E 和 E-Transit 将有资格获得3750美元的电动汽车税收抵免，低于目前的 7500 美元，因为不符合国内电池采购要求而损失了一半的税收抵免。从4月18日起，7500美元的税收抵免额中有一半将取决于电池组件是否主要由北美制造，另一半取决于电池矿物是否主要来源于美国的自自由贸易伙伴。未来五年，想要符合税收抵免资格，汽车电池中上述组件及矿物占比将分别从50%和40%进一步提高。大行评级韦德布什证券：跑赢大盘评级，目标价225美元知名特斯拉多头分析师、韦德布什证券公司的丹·艾夫斯维持对特斯拉股票的“跑赢大盘”评级和225美元的目标价。他表示，2023年初宣布的Model Y/3降价为特斯拉“带来了丰厚的红利”，尽管宏观经济不确定，但需求似乎很稳定。未来几个季度，特斯拉的汽车毛利率能否超过20%仍是关键门槛。贝尔德：增持评级，目标价252美元贝尔德表示，相信特斯拉将能够保持行业领先的营业利润率，并且在汽车同行中处于最佳位置以抵御经济逆风。维持对特斯拉股票的增持评级和252美元的目标价。伯恩斯坦：表现不佳评级，150美元目标价伯恩斯坦表示，特斯拉降价并不令人意外，但时间和细节“有点令人惊讶”，可能在全球其它市场继续降价。该机构表示，降价反映了特斯拉刺激市场需求的需要。维持特斯拉股票的表现不佳评级和150美元的目标价。Wolfe Research：同业表现评级Wolfe Research 分析师 Rod Lache 表示，虽然美国的降价可能会引发对汽车需求的质疑，但特斯拉“未来会大幅降低成本”。该公司表示，投资者可能低估了对特斯拉能源的新投资。保持对特斯拉股票的同业表现评级，如果降价引发股价负面短期反应，投资者不应感到惊讶。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944991511,"gmtCreate":1681659178533,"gmtModify":1681659180485,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944991511","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":"sh","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 a little chilly, but the stock market can't wait to heat up.</p><p>After more than a month's adjustment, the Shanghai Composite Index once again approached the high of March 7th last Friday, showing a breakthrough trend, and the turnover of A shares exceeded 1 trillion for nine consecutive trading days.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf2ddeaaf9c0cf410a1d4bebe3f835e3\" tg-width=\"560\" tg-height=\"240\"/></p><p>Coincidentally, even the S&P index, which is deeply affected by the U.S. economic recession, has quietly approached its February 2nd high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/182ff406e03a8e27b8016acc2b1653c4\" tg-width=\"560\" tg-height=\"240\"/></p><p>The stock market has the most sensitive sense of smell, and capital will not deceive people. The fact that it continues to attack upward has already explained the problem.</p><p>That's our simple view of the market in 2023:<strong>Don't miss this bull run.</strong></p><p><strong>Macroscopic surface</strong></p><p>Every bull market occurs, with a super trough as the premise.</p><p>What a trough 2022 is, every investor can feel it. With repeated epidemics, economic downturn, constant peripheral wars, and crazy rate hike, the capital market is really miserable.</p><p>But everything will come to an end, and several big macro risks have basically reversed or are about to reverse. The first is the Russia-Ukraine war, the capital market has long been blunted, and the second is that the epidemic has become irrelevant. The only thing that is bad now is the global rate hike, especially the official end of the Federal Reserve. Fortunately, the end of this is clearly visible, only the official announcement of the May meeting is missing.</p><p>There are two basic factors affecting the stock market, one is<strong>Economic fundamentals,</strong>One is<strong>Liquidity.</strong></p><p><strong>Domestic economic fundamentals, recovery is a foregone conclusion,</strong>On the surface, the domestic macroeconomic data doesn't seem to be too exciting, but signs of improvement are showing step by step, especially at the consumption level. \"May Day\" is approaching, and the reservation data of tourist air tickets and hotels strengthen the logic of consumption recovery. Now the market is waiting for the macroeconomic data for the first quarter of 2023 to be released two days later. Considering that there was a round of national infections after the epidemic was released at the beginning of the year, the data may not be very strong, but it is basically foreseeable. This should be regarded as the bottom of this year.</p><p><strong>Externally, there is a high probability that the U.S. economic recession will occur.</strong>It will have a negative effect on China's exports. Because as China's third largest trading partner, under such difficult circumstances in 2022, China's exports to the United States are still as high as US $536.8 billion. However, China itself is also expanding its ties with other economies around the world, trying to hedge the negative influence of the United States. In the long run, even if the U.S. recession is scheduled, according to the forecast of Fed officials, the impact will mainly be this year, and it will recover in the next two years. Therefore, it will basically be fine to survive this year.</p><p>As for China's economic fundamentals, there will indeed be some disturbances in the short term, but there is really no reason to be pessimistic in the medium and long term, and it is impossible to drop to last year's low. Even if some deep-seated problems, such as the game between big powers and technological innovation, will not be solved immediately, fortunately, these problems will not worsen again, and the country is trying to break through step by step.</p><p><strong>In terms of liquidity, China's CPI remained at a low level, only 0.7% in March, which seems to indicate that the economy still needs a stronger recovery, but on the other hand, it adds more possibilities to stimulate the economy and continue to loosen money.</strong>In fact, the monetary level has seen obvious easing, especially the social financing and M2 data released not long ago, but it takes time to transmit from the monetary level to the economy. In addition, the aggressive rate hike of the Federal Reserve is coming to an end step by step, which also provides more room for our monetary policy to display.</p><p>The macro economy is in the recovery channel, the general direction of liquidity is loose, and the stock market is bullish, which has the most basic support.</p><p><strong>Microscopic plane</strong></p><p>At the micro level, it is mainly the profit of enterprises, which coincides with the collective disclosure of the quarterly report of listed companies.</p><p>As of today, more than 200 A-share companies have disclosed their first-quarter performance forecasts. Among them, consumer stocks Langzi and Yanjing Beer have grown very strongly. Among them, the net profit attributable to the parent company of Langzi has increased by 377-566 times year-on-year, and Yanjing Beer has increased by 71-75 times year-on-year. Although it seems extreme, it also represents the strong rebound of consumer stocks from being suppressed by the epidemic last year to the release of the epidemic this year. And<strong>Technology stocks represented by semiconductors also showed a strong growth trend.</strong>A typical example is North Huachuang, a semiconductor equipment manufacturer, whose net profit attributable to the parent company is expected to increase by 1.71--2 times year-on-year.</p><p>In the article at the beginning of the year, we mentioned investment opportunities in semiconductors many times, but at that time, it was mainly based on the fact that the inventory cycle of semiconductors bottomed out in the first half of this year and entered an upward channel in the second half of this year, speculating on the logic of cycle reversal. The subsequent chatGPT craze has accelerated the cycle reversal of semiconductors. More importantly, the popularity of chatGPT also marks that a new round of technological revolution led by AI has entered the fast lane, which can be compared to mechanization, electrification and informatization. Moreover, the technological revolution larger than them has brought new growth space to the technology industry including semiconductors, and the prelude to a new blue ocean has slowly unfolded.</p><p>This is also the reason why we keep repeating the main line of investment this year, and the digital economy must be the biggest one.</p><p>In the past, China basically followed others in science and technology, but this time, China is the most promising leader, because the digital economy has been established as an industry that the country focuses on developing and supporting. More importantly, China's strength in the digital economy has been greatly improved. Even though there is still a gap with the United States in some key technical fields, compared with most countries in the world, its advantages are still obvious.</p><p>Although there are many companies with rubbing concepts in A-shares, on the whole, in this technological revolution, there is a high probability that there will be corresponding real bull stocks in China, which undoubtedly provides a greater possibility for the stock market to go bull. At least from the perspective of funds, this technological revolution with broad growth prospects and expected returns can easily attract incremental funds into the stock market.</p><p>As investors, you need to pay more attention to this quarterly report, because it will not only confirm the recovery of the domestic economy, but also become an important basis for predicting the next economy and the performance of listed companies, and it will also be evidence to verify the entry of incremental funds into the stock market. Although it has not yet been fully announced, it is not advisable to draw premature conclusions, but given that there is no epidemic disturbance this year, at least it is certain that overall compared with the same period last year, it will only be better than worse.</p><p>And if the final result is indeed like this, it is only a matter of time before the Shanghai Stock Exchange breaks through the previous month's high.</p><p><strong>There is no suspense in the bullish market outlook</strong></p><p>There is a famous saying in the investment world:<strong>The future is more important than the past.</strong></p><p>It means that the stock market is rising or falling, and the most important thing is expectation.</p><p>In the past year on review, there is one thing that the author has experienced the most deeply. It happened in October last year. U.S. stocks fell to the low point of the year, and A-share Hong Kong stocks also bottomed out that month.</p><p>If you look at it from a simple linear thinking, the federal interest rate in the United States was not very high at that time, and the economy was still very strong, but why did it fall to a low level early? However, the pressure of the domestic epidemic situation and the economic pressure are so great that there was even a crisis of confidence in foreign capital. The rapid decline is understandable, but why did it rebound strongly within a few days? Shouldn't it continue to fall?</p><p><strong>In fact, the stock market has another characteristic, that is, it responds to the real economy in advance. This reaction usually takes half a year, and the process will be affected by other factors, which can be accelerated or slowed down.</strong></p><p>The bottom of the Sino-US stock markets in October last year was affected by this law, and now it has been verified step by step. First of all, the rate hike behavior of the United States. If it ends as scheduled in May this year, it will be exactly half a year from October last year; Secondly, China. That rapid decline did play a role in bottoming out in advance. Of course, the release of the epidemic in November was the most important factor in the rebound of the stock market. If the lockdown continues, the rebound will not come so soon.</p><p>But no matter what, if you want the stock market, whether it is A-shares, Hong Kong stocks or U.S. stocks, to return to the bottom of last year, the possibility is not high. Not to mention the domestic economy recovering and loose liquidity, even if U.S. stocks enter the \"profit-killing\" stage, unless the performance of listed companies collapses on a large scale, it is difficult to happen. When bank stocks thundered in March, it triggered a round of panic, but so far, there has been no expected collapse. Instead, the performance of big banks like JPMorgan Chase has increased significantly. In terms of indexes, the most injured Dow Jones has a volatility of around 10%, while the Nasdaq and S&P 500 are far below 10%, and all three major indexes have fully recovered their losses in March and rose a lot.</p><p>It can be said that the biggest macro risk now is only the economic recession in the United States. If the stock market reflects the future characteristics in advance, the current trading will be half a year later. In other words, the stock market is pricing in a recession half a year from now. Of course, whether it is fully priced remains to be announced by other economic, listed company data, and follow-up policies. If these data fall beyond expectations, the stock market will still follow suit. If it meets expectations, the stock market can be flat, but if it improves beyond expectations, A rebound will happen at any time.</p><p>If we use the two factors mentioned above-economic fundamentals and liquidity, the liquidity crunch of U.S. stocks is basically priced by the market, and the only difference is to wait for the economy to bottom out. China's situation is even better, because our economic fundamentals have bottomed out and are in the recovery stage.</p><p><strong>epilogue</strong></p><p>If last year was the collapse moment of the global capital market, then this year's upward resonance of the global capital market should be the most anticipated and highly likely thing.</p><p>Looking at it now, the signs of a bullish market outlook may not be obvious, because except for the AI sector, other sectors are still relatively low-key, requiring some catalytic factors and taking some time. But just as the wind starts at the end of Qingping and the waves become between slight waves, the stock market will not directly tell you that the bull market is coming, but since the expectations for the future are good and the valuation is at a low level, it is a good thing to keep a low profile. This is equivalent to giving investors the opportunity to get on the bus. If it has gone wild, there is no chance.</p><p>Chinese people often say that it is extremely prosperous, and the same is true in the stock market. If one sentence is enough for the investment strategy of this year's stock market, it is:</p><p><strong>Don't miss this bull run!</strong></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't miss this bull 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 a little chilly, but the stock market can't wait to heat up.</p><p>After more than a month's adjustment, the Shanghai Composite Index once again approached the high of March 7th last Friday, showing a breakthrough trend, and the turnover of A shares exceeded 1 trillion for nine consecutive trading days.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf2ddeaaf9c0cf410a1d4bebe3f835e3\" tg-width=\"560\" tg-height=\"240\"/></p><p>Coincidentally, even the S&P index, which is deeply affected by the U.S. economic recession, has quietly approached its February 2nd high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/182ff406e03a8e27b8016acc2b1653c4\" tg-width=\"560\" tg-height=\"240\"/></p><p>The stock market has the most sensitive sense of smell, and capital will not deceive people. The fact that it continues to attack upward has already explained the problem.</p><p>That's our simple view of the market in 2023:<strong>Don't miss this bull run.</strong></p><p><strong>Macroscopic surface</strong></p><p>Every bull market occurs, with a super trough as the premise.</p><p>What a trough 2022 is, every investor can feel it. With repeated epidemics, economic downturn, constant peripheral wars, and crazy rate hike, the capital market is really miserable.</p><p>But everything will come to an end, and several big macro risks have basically reversed or are about to reverse. The first is the Russia-Ukraine war, the capital market has long been blunted, and the second is that the epidemic has become irrelevant. The only thing that is bad now is the global rate hike, especially the official end of the Federal Reserve. Fortunately, the end of this is clearly visible, only the official announcement of the May meeting is missing.</p><p>There are two basic factors affecting the stock market, one is<strong>Economic fundamentals,</strong>One is<strong>Liquidity.</strong></p><p><strong>Domestic economic fundamentals, recovery is a foregone conclusion,</strong>On the surface, the domestic macroeconomic data doesn't seem to be too exciting, but signs of improvement are showing step by step, especially at the consumption level. \"May Day\" is approaching, and the reservation data of tourist air tickets and hotels strengthen the logic of consumption recovery. Now the market is waiting for the macroeconomic data for the first quarter of 2023 to be released two days later. Considering that there was a round of national infections after the epidemic was released at the beginning of the year, the data may not be very strong, but it is basically foreseeable. This should be regarded as the bottom of this year.</p><p><strong>Externally, there is a high probability that the U.S. economic recession will occur.</strong>It will have a negative effect on China's exports. Because as China's third largest trading partner, under such difficult circumstances in 2022, China's exports to the United States are still as high as US $536.8 billion. However, China itself is also expanding its ties with other economies around the world, trying to hedge the negative influence of the United States. In the long run, even if the U.S. recession is scheduled, according to the forecast of Fed officials, the impact will mainly be this year, and it will recover in the next two years. Therefore, it will basically be fine to survive this year.</p><p>As for China's economic fundamentals, there will indeed be some disturbances in the short term, but there is really no reason to be pessimistic in the medium and long term, and it is impossible to drop to last year's low. Even if some deep-seated problems, such as the game between big powers and technological innovation, will not be solved immediately, fortunately, these problems will not worsen again, and the country is trying to break through step by step.</p><p><strong>In terms of liquidity, China's CPI remained at a low level, only 0.7% in March, which seems to indicate that the economy still needs a stronger recovery, but on the other hand, it adds more possibilities to stimulate the economy and continue to loosen money.</strong>In fact, the monetary level has seen obvious easing, especially the social financing and M2 data released not long ago, but it takes time to transmit from the monetary level to the economy. In addition, the aggressive rate hike of the Federal Reserve is coming to an end step by step, which also provides more room for our monetary policy to display.</p><p>The macro economy is in the recovery channel, the general direction of liquidity is loose, and the stock market is bullish, which has the most basic support.</p><p><strong>Microscopic plane</strong></p><p>At the micro level, it is mainly the profit of enterprises, which coincides with the collective disclosure of the quarterly report of listed companies.</p><p>As of today, more than 200 A-share companies have disclosed their first-quarter performance forecasts. Among them, consumer stocks Langzi and Yanjing Beer have grown very strongly. Among them, the net profit attributable to the parent company of Langzi has increased by 377-566 times year-on-year, and Yanjing Beer has increased by 71-75 times year-on-year. Although it seems extreme, it also represents the strong rebound of consumer stocks from being suppressed by the epidemic last year to the release of the epidemic this year. And<strong>Technology stocks represented by semiconductors also showed a strong growth trend.</strong>A typical example is North Huachuang, a semiconductor equipment manufacturer, whose net profit attributable to the parent company is expected to increase by 1.71--2 times year-on-year.</p><p>In the article at the beginning of the year, we mentioned investment opportunities in semiconductors many times, but at that time, it was mainly based on the fact that the inventory cycle of semiconductors bottomed out in the first half of this year and entered an upward channel in the second half of this year, speculating on the logic of cycle reversal. The subsequent chatGPT craze has accelerated the cycle reversal of semiconductors. More importantly, the popularity of chatGPT also marks that a new round of technological revolution led by AI has entered the fast lane, which can be compared to mechanization, electrification and informatization. Moreover, the technological revolution larger than them has brought new growth space to the technology industry including semiconductors, and the prelude to a new blue ocean has slowly unfolded.</p><p>This is also the reason why we keep repeating the main line of investment this year, and the digital economy must be the biggest one.</p><p>In the past, China basically followed others in science and technology, but this time, China is the most promising leader, because the digital economy has been established as an industry that the country focuses on developing and supporting. More importantly, China's strength in the digital economy has been greatly improved. Even though there is still a gap with the United States in some key technical fields, compared with most countries in the world, its advantages are still obvious.</p><p>Although there are many companies with rubbing concepts in A-shares, on the whole, in this technological revolution, there is a high probability that there will be corresponding real bull stocks in China, which undoubtedly provides a greater possibility for the stock market to go bull. At least from the perspective of funds, this technological revolution with broad growth prospects and expected returns can easily attract incremental funds into the stock market.</p><p>As investors, you need to pay more attention to this quarterly report, because it will not only confirm the recovery of the domestic economy, but also become an important basis for predicting the next economy and the performance of listed companies, and it will also be evidence to verify the entry of incremental funds into the stock market. Although it has not yet been fully announced, it is not advisable to draw premature conclusions, but given that there is no epidemic disturbance this year, at least it is certain that overall compared with the same period last year, it will only be better than worse.</p><p>And if the final result is indeed like this, it is only a matter of time before the Shanghai Stock Exchange breaks through the previous month's high.</p><p><strong>There is no suspense in the bullish market outlook</strong></p><p>There is a famous saying in the investment world:<strong>The future is more important than the past.</strong></p><p>It means that the stock market is rising or falling, and the most important thing is expectation.</p><p>In the past year on review, there is one thing that the author has experienced the most deeply. It happened in October last year. U.S. stocks fell to the low point of the year, and A-share Hong Kong stocks also bottomed out that month.</p><p>If you look at it from a simple linear thinking, the federal interest rate in the United States was not very high at that time, and the economy was still very strong, but why did it fall to a low level early? However, the pressure of the domestic epidemic situation and the economic pressure are so great that there was even a crisis of confidence in foreign capital. The rapid decline is understandable, but why did it rebound strongly within a few days? Shouldn't it continue to fall?</p><p><strong>In fact, the stock market has another characteristic, that is, it responds to the real economy in advance. This reaction usually takes half a year, and the process will be affected by other factors, which can be accelerated or slowed down.</strong></p><p>The bottom of the Sino-US stock markets in October last year was affected by this law, and now it has been verified step by step. First of all, the rate hike behavior of the United States. If it ends as scheduled in May this year, it will be exactly half a year from October last year; Secondly, China. That rapid decline did play a role in bottoming out in advance. Of course, the release of the epidemic in November was the most important factor in the rebound of the stock market. If the lockdown continues, the rebound will not come so soon.</p><p>But no matter what, if you want the stock market, whether it is A-shares, Hong Kong stocks or U.S. stocks, to return to the bottom of last year, the possibility is not high. Not to mention the domestic economy recovering and loose liquidity, even if U.S. stocks enter the \"profit-killing\" stage, unless the performance of listed companies collapses on a large scale, it is difficult to happen. When bank stocks thundered in March, it triggered a round of panic, but so far, there has been no expected collapse. Instead, the performance of big banks like JPMorgan Chase has increased significantly. In terms of indexes, the most injured Dow Jones has a volatility of around 10%, while the Nasdaq and S&P 500 are far below 10%, and all three major indexes have fully recovered their losses in March and rose a lot.</p><p>It can be said that the biggest macro risk now is only the economic recession in the United States. If the stock market reflects the future characteristics in advance, the current trading will be half a year later. In other words, the stock market is pricing in a recession half a year from now. Of course, whether it is fully priced remains to be announced by other economic, listed company data, and follow-up policies. If these data fall beyond expectations, the stock market will still follow suit. If it meets expectations, the stock market can be flat, but if it improves beyond expectations, A rebound will happen at any time.</p><p>If we use the two factors mentioned above-economic fundamentals and liquidity, the liquidity crunch of U.S. stocks is basically priced by the market, and the only difference is to wait for the economy to bottom out. China's situation is even better, because our economic fundamentals have bottomed out and are in the recovery stage.</p><p><strong>epilogue</strong></p><p>If last year was the collapse moment of the global capital market, then this year's upward resonance of the global capital market should be the most anticipated and highly likely thing.</p><p>Looking at it now, the signs of a bullish market outlook may not be obvious, because except for the AI sector, other sectors are still relatively low-key, requiring some catalytic factors and taking some time. But just as the wind starts at the end of Qingping and the waves become between slight waves, the stock market will not directly tell you that the bull market is coming, but since the expectations for the future are good and the valuation is at a low level, it is a good thing to keep a low profile. This is equivalent to giving investors the opportunity to get on the bus. If it has gone wild, there is no chance.</p><p>Chinese people often say that it is extremely prosperous, and the same is true in the stock market. If one sentence is enough for the investment strategy of this year's stock market, it is:</p><p><strong>Don't miss this bull run!</strong></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","relate_stocks":{".SPX":"S&P 500 Index","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102189876","content_text":"经济似乎还略显冷意，但股市已经迫不及待要热起来。经过一个多月的调整，上周五上证指数再一次逼近3月7日的高位，并显示要突破的态势，而A股成交额更是连续9个交易日超越1万亿。无独有偶，即使是深受美国经济衰退影响的标普指数，也已经悄无声息地逼近2月2日的高位。股市的嗅觉最灵敏，资本也不会骗人，持续向上攻的事实，已经说明问题。那就是我们对于2023年市场的一个简单观点：不要错过这一轮牛市。宏观面每一轮牛市的发生，都有一个超级低谷作为前提。2022年是何等的低谷，每一个投资者都能感受得到。疫情反复、经济下滑，外围战事不断、加息疯狂，资本市场真的是苦不堪言。但任何事都会有了结的时刻，几个大的宏观风险，现在基本已经或者即将反转。首先是俄乌战争，资本市场早已钝化，其次是疫情也已经无关痛痒，现在唯一差的，就是全球的加息，尤其是美联储的正式结束。幸运的是，这个结束已经清晰可见，只差5月份会议的官宣。影响股市的两个基本因素，一个是经济基本面，一个是流动性。国内的经济基本面，复苏已成定局，表面上看国内的宏观经济数据似乎并没有太令人激动，但好转的迹象正在一步步呈现，特别是消费层面，“五一”将至，旅游机票酒店的预定数据增强了消费回暖的逻辑。现在市场都在等待两天后公布的2023年一季度的宏观经济数据，考虑到年初疫情放开后出现过一轮全民感染，数据未必很强劲，但基本也可以预见，这应该算是今年的底部了。外围方面，美国经济衰退大概率会出现，对于中国出口会有负面作用。因为作为中国第三大贸易伙伴，2022年如此艰难的情况下，中国出口美国依然高达5368亿美元。不过，中国本身也在扩大和全球其他经济体的联系，努力对冲美国的负面影响。而拉长时间看，即使美国衰退预约而至，根据美联储官员的预计，影响主要在今年，明后两年会走向复苏。所以，熬过今年基本也就没事了。对于中国经济基本面，短期看确实会有一些扰动，但中长期确实没有理由悲观，也不可能再下探到去年的低位。即使一些深层次的问题，例如大国博弈、科技创新，不会马上得到解决，可幸的是，这些问题也不至于再度恶化，而且国家也在努力一步步突围。流动性方面，中国的CPI维持在较低的位置，3月份只有0.7%，这似乎预示着经济仍有待更强劲的复苏，但反过来说，为刺激经济以及继续宽松货币增加更多的可能性。实际上，货币层面已经看到明显的宽松，特别是不久前公布的社融、M2数据，只不过从货币层面到经济的传导需要时间。另外，美联储的激进加息一步步走向终结，也为我们的货币政策提供更多的施展空间。宏观经济处于复苏通道，流动性的大方向是宽松，股市走牛，就有了最基本的支持。微观面微观层面，主要是企业的盈利，恰逢上市公司集体披露一季报。截至今天，A股披露一季度业绩预告的公司超过200家，其中消费股的朗姿股份、燕京啤酒增长非常强劲，其中朗姿股份归母净利润同比增长达到377-566倍，燕京啤酒同比增长71-75倍。虽然看上去极端，但也代表了消费股从去年被疫情压制，到今年放开疫情后强势的反弹态势。而以半导体为代表的科技股，同样显示出强劲的增长态势。典型的是半导体设备商北方华创，预计归母净利润同比增长1.71--2倍。在年初的文章中，我们就多次提及半导体的投资机会，不过彼时主要是基于半导体的库存周期在今年上半年见底，下半年进入上升通道，炒的是周期反转的逻辑。其后出现的chatGPT热潮，加速了半导体的周期反转，更重要的是，chatGPT的大热，也标志着以AI为首的新一轮技术革命进入快车道，这个可以比肩机械化、电气化和信息化，而且比它们规模更大的技术革命，给包括半导体在内的科技行业带来新的增长空间，一个新的蓝海序幕已经徐徐展开。这也是我们不断重复今年的投资主线，数字经济必定是最大的一个的理由。如果说以往中国在科技方面基本都是跟着别人走，但这一次，中国是最有希望成为其中一位领跑者，因为数字经济已经被确立为国家重点发展和扶持的产业，更重要的是，中国在数字经济方面的实力已经大大提高，即使在一些关键技术领域和美国尚有差距，但和全球大部分国家相比，优势还是很明显。虽然A股上也存在不少蹭概念的公司，但总体上看，这一个技术革命，中国出现相对应的真牛股是大概率的，这无疑也为股市走牛提供了更大的可能性。至少从资金面上看，这种拥有广阔增长前景和预期收益的技术革命，是很容易吸引增量资金进入股市的。作为投资者，需要更多地关注这一次的季报，因为这不但会印证国内经济的复苏程度，也会成为预测接下来经济以及上市公司业绩的重要依据，还是验证增量资金进入股市的证据。虽然现在尚未全部公布，过早下结论不可取，但鉴于今年没有已经没有疫情扰动，至少可以肯定，整体上比起去年同期，只会好不会差。而如果最后的结果确实如此的话，上证突围前月高点，只是时间问题。后市走牛无悬念投资界有句名言：未来比过去重要。意思是，股市后面是涨是跌，最重要的是预期。复盘过去一年，有一点是笔者体会最为深刻的，都发生去年10月，美股跌入年内低点，A股港股也是在那个月见底。如果简单的线性思维去看，那时美国的联邦利率并没有很高，经济也还很强劲，但为何早早就跌入低位呢？而国内疫情压力、经济压力又那么大，甚至一度传出外资出现信心危机，快速下跌可以理解，但为何没过几天就强力反弹了呢？难道不应该继续下跌吗？实际上，股市还有另一个特征，就是提前对实体经济做出反应，这种反应通常以半年为常，而且过程当中还会受其他因素的影响，可以加快也可以减慢。去年10月份中美股市的底部，就受到这个规律的影响，现在也一步步得到验证，首先是美国的加息行为，如果今年5月份如期结束，距离去年10月份，正好半年；其次是中国，那一次快速下跌，确实起到了提前见底的作用，当然，11月疫情放开是股市反弹也是最重要的一个因素，如果继续封控，反弹未至于那么快到来。但不管如何，想要股市，不管是A股、港股还是美股，回到去年的底部位置，可能性都不高了，国内经济复苏，流动性宽松就不说了，即使是美股进入“杀盈利”阶段，除非上市公司业绩大面积崩溃，否则很难会出现。3月份银行股暴雷的时候，曾经引发过一轮恐慌，但到现在为止，也没有出现预期中的崩溃现象，摩根大通这种大银行业绩反而大增。指数方面，最受伤的道琼斯波幅在10%左右，而纳斯达克、标普500远低于10%，并且三大指数都已经完全收复3月份跌幅并上涨不少。可以说，现在最大的宏观风险只是美国的经济衰退，如果按照股市提前反应未来的特征，现在交易的正是半年之后。换句话说，股市正在定价半年之后的经济衰退。当然，是否完全定价还有待于其他经济、上市公司数据，以及后续政策的公布，如果这些数据超预期下滑，那股市还是会跟着，如果符合预期，那股市可以持平，但如果超预期向好，反弹就会随时发生。如果用前文所说的两个因素——经济基本面和流动性，美股的流动性紧缩基本被市场定价，唯一差的就是等经济面见底。而中国的情况，要更好一些，因为我们的经济基本面已经见底，并处于回升阶段。结语如果说去年是全球资本市场的崩溃时刻，那今年出现全球资本市场向上共振，应该是最值得期待，也是大概率的事情。现在看，后市走牛的迹象可能还不至于很明显，因为除了AI板块，其他板块都还相对低调，需要一些催化因素，也需要一些时日。但正如风起于青萍之末，浪成于微澜之间，股市不会直接告诉你牛市来了，但既然对于未来的预期向好，估值上又处于低位，表现低调反而是好事，这等于给了投资者上车的机会。如果已经狂飙起来了，机会就没有了。中国人常常说否极泰来，放在股市也是如此。如果说对于今年股市的投资策略，一句话足矣，那就是：不要错过这一轮牛市！","news_type":1,"symbols_score_info":{"000001.SH":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945470229,"gmtCreate":1681571818662,"gmtModify":1681571822115,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945470229","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 Plan\": Space X \"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 location is SpaceX's \"Starbase\" in Boca Chica, Texas. The time is scheduled at 7 a.m. local time on April 17 (Monday), and will be broadcast live around the world. Musk's dream of \"sending humans to Mars\" has reached a critical step.</p><p>On Friday local time, the U.S. Federal Aviation Administration (FAA) issued a license to allow Musk's space exploration technology company SpaceX's \"Starship\" equipped with a super-heavy launch vehicle to conduct its first launch test.</p><p>The launch location is SpaceX's \"Starbase\" in Boca Chica, Texas. The time is scheduled at 7 a.m. local time on April 17 (Monday), and will be broadcast live around the world. SpaceX said it will have a launch window of 150 minutes.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6e1aabea04d20a1de7445eb011cb1c8\" tg-width=\"640\" tg-height=\"548\"/></p><p>\"Following a comprehensive license evaluation process, FAA believes SpaceX meets all safety, environmental, policy, payload, airspace integration and financial responsibility requirements,\" the FAA said in a statement, adding 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 an altitude of 394 feet (about 120 meters), which is higher than the former lunar landing rocket Saturn 5 (and the only rocket to fly manned people over Earth orbit).</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c00edd49ba3d589c2836b3cb2eaa05a\" tg-width=\"517\" tg-height=\"593\"/></p><p>Plus, Starship (the passenger portion) is fully reusable, as SpaceX promises, to reduce costs.</p><p>If nothing else, the \"Starship\" carries a heavy launch vehicle called Super Heavy and lifts off from the Boca Chica base. After completing the initial climb, Super Heavy will break away from the Starship and fall under control into the Gulf of Mexico.</p><p>Meanwhile, according to a document filed with the Federal Communications Commission, the Starship will move on and arc through space in Earth orbit before landing off 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 Plan\": Space X \"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 Plan\": Space X \"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 location is SpaceX's \"Starbase\" in Boca Chica, Texas. The time is scheduled at 7 a.m. local time on April 17 (Monday), and will be broadcast live around the world. Musk's dream of \"sending humans to Mars\" has reached a critical step.</p><p>On Friday local time, the U.S. Federal Aviation Administration (FAA) issued a license to allow Musk's space exploration technology company SpaceX's \"Starship\" equipped with a super-heavy launch vehicle to conduct its first launch test.</p><p>The launch location is SpaceX's \"Starbase\" in Boca Chica, Texas. The time is scheduled at 7 a.m. local time on April 17 (Monday), and will be broadcast live around the world. SpaceX said it will have a launch window of 150 minutes.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6e1aabea04d20a1de7445eb011cb1c8\" tg-width=\"640\" tg-height=\"548\"/></p><p>\"Following a comprehensive license evaluation process, FAA believes SpaceX meets all safety, environmental, policy, payload, airspace integration and financial responsibility requirements,\" the FAA said in a statement, adding 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 an altitude of 394 feet (about 120 meters), which is higher than the former lunar landing rocket Saturn 5 (and the only rocket to fly manned people over Earth orbit).</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c00edd49ba3d589c2836b3cb2eaa05a\" tg-width=\"517\" tg-height=\"593\"/></p><p>Plus, Starship (the passenger portion) is fully reusable, as SpaceX promises, to reduce costs.</p><p>If nothing else, the \"Starship\" carries a heavy launch vehicle called Super Heavy and lifts off from the Boca Chica base. After completing the initial climb, Super Heavy will break away from the Starship and fall under control into the Gulf of Mexico.</p><p>Meanwhile, according to a document filed with the Federal Communications Commission, the Starship will move on and arc through space in Earth orbit before landing off 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":{"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","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4548":"巴美列捷福持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4581":"高盛持仓","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4585":"ETF&股票定投概念","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","TSLA":"特斯拉","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) 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":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945219548,"gmtCreate":1681482874785,"gmtModify":1681482878355,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945219548","repostId":"2327812125","repostType":2,"repost":{"id":"2327812125","kind":"news","pubTimestamp":1681481011,"share":"https://ttm.financial/m/news/2327812125?lang=en_US&edition=fundamental","pubTime":"2023-04-14 22:03","market":"us","language":"zh","title":"Bank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2327812125","media":"智通财经","summary":"智通财经APP获悉，在第一季度财报季到来之际，美国银行表示，相比于英特尔，该行更青睐于AMD，因为后者可能会因收购赛灵思而从工业和汽车市场中受益。美银分析师Vivek Arya予AMD“买入”评级，同时予英特尔“跑输大盘”评级。与此同时，市场普遍预期英特尔第一季度销售额为112.2亿美元，但每股亏损0.14美元。分析师补充称，尽管英特尔的股价在过去几个交易日大幅上涨，但至少在2025年之前，该公司的服务器市场份额可能会继续输给AMD。","content":"<p><html><head></head><body>On April 14, as the first-quarter earnings season approached, Bank of America said that compared with<a href=\"https://laohu8.com/S/INTC\">Intel</a>, the bank preferred<a href=\"https://laohu8.com/S/AMD\">AMD</a>, because the latter may be affected by the acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>While benefiting from industrial and automotive markets.</p><p><strong>Bank of America analyst Vivek Arya gave AMD a \"buy\" rating and Intel an \"underperform\" rating.</strong>Despite troubles in PCs and data centers, AMD could gain more than Intel later this year as it launches new products including Genoa server CPUs, analysts said.</p><p>Analysts said: \"Given AMD's extensive exposure to cloud computing vendors, which are expected to increase investment in CPUs/accelerators amid the AI boom, we believe AMD is in a better position overall. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus expectation is that AMD will generate revenue of $5.31 billion and earnings per share of $0.56 in the first quarter of this year. Meanwhile, the consensus estimate for Intel to post a loss of $0.14 per share after first-quarter sales of $11.22 billion.</p><p>While Intel's stock has risen sharply over the past few sessions (partly due to its portfolio in AI), the company is likely to continue to lose server market share to AMD until at least 2025, analysts added. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, cutting sales and earnings per share estimates by 6% and 38%, respectively.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2023-04-14 22:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 14, as the first-quarter earnings season approached, Bank of America said that compared with<a href=\"https://laohu8.com/S/INTC\">Intel</a>, the bank preferred<a href=\"https://laohu8.com/S/AMD\">AMD</a>, because the latter may be affected by the acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>While benefiting from industrial and automotive markets.</p><p><strong>Bank of America analyst Vivek Arya gave AMD a \"buy\" rating and Intel an \"underperform\" rating.</strong>Despite troubles in PCs and data centers, AMD could gain more than Intel later this year as it launches new products including Genoa server CPUs, analysts said.</p><p>Analysts said: \"Given AMD's extensive exposure to cloud computing vendors, which are expected to increase investment in CPUs/accelerators amid the AI boom, we believe AMD is in a better position overall. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus expectation is that AMD will generate revenue of $5.31 billion and earnings per share of $0.56 in the first quarter of this year. Meanwhile, the consensus estimate for Intel to post a loss of $0.14 per share after first-quarter sales of $11.22 billion.</p><p>While Intel's stock has risen sharply over the past few sessions (partly due to its portfolio in AI), the company is likely to continue to lose server market share to AMD until at least 2025, analysts added. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, cutting sales and earnings per share estimates by 6% and 38%, respectively.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/911257.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司","GFS":"GLOBALFOUNDRIES Inc."},"source_url":"http://www.zhitongcaijing.com/content/detail/911257.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327812125","content_text":"4月14日，，在第一季度财报季到来之际，美国银行表示，相比于英特尔，该行更青睐于AMD，因为后者可能会因收购赛灵思而从工业和汽车市场中受益。美银分析师Vivek Arya予AMD“买入”评级，同时予英特尔“跑输大盘”评级。分析师表示，尽管个人电脑和数据中心领域遇到麻烦，但AMD今年晚些时候的获益可能会超过英特尔，因为AMD将推出包括Genoa服务器CPU在内的新产品。分析师表示：“考虑到AMD与云计算供应商的大量接触，而这些云计算供应商们预计将在AI热潮下加大对CPU/加速器的投资，我们认为AMD总体上处于更好的地位。其5nm Genoa服务器CPU也拥有流程节点优势和更好的多线程性能。”市场目前普遍预期，AMD今年第一季度的营收为53.1亿美元，每股收益为0.56美元。与此同时，市场普遍预期英特尔第一季度销售额为112.2亿美元，但每股亏损0.14美元。分析师补充称，尽管英特尔的股价在过去几个交易日大幅上涨(部分原因是其在AI领域的投资组合)，但至少在2025年之前，该公司的服务器市场份额可能会继续输给AMD。在英特尔公布第一季度业绩之前，分析师下调了对该公司2023年的业绩预计，将销售额和每股收益预期分别下调了6%和38%。","news_type":1,"symbols_score_info":{"GFS":1,"AMD":1,"INTC":1}},"isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945345380,"gmtCreate":1681392333241,"gmtModify":1681392336654,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945345380","repostId":"1133989673","repostType":2,"repost":{"id":"1133989673","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1681391123,"share":"https://ttm.financial/m/news/1133989673?lang=en_US&edition=fundamental","pubTime":"2023-04-13 21:05","market":"sh","language":"zh","title":"A-share turnover exceeded one trillion for 8 consecutive days! The list of active stocks is here, 14 stocks have been swept by smart funds","url":"https://stock-news.laohu8.com/highlight/detail?id=1133989673","media":"券商中国","summary":"4月以来，计算机、电子、传媒行业活跃股数量多。4月13日，A股三大指数集体收跌，北向资金小幅净卖出，两市合计成交11373.67亿元。将时间拉长，4月以来的8个交易日，两市成交额均突破万亿元。国盛证券","content":"<p><html><head></head><body>Since April, there have been a large number of active stocks in the computer, electronics and media industries.</p><p><p style=\"text-align: justify;\">On April 13, the three major A-share indexes collectively closed down, and northbound funds sold slightly, with a total turnover of 1,137.367 billion yuan in the two cities. Extending the time, in the eight trading days since April, the turnover of the two cities has exceeded one trillion yuan.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4c29adf59a2a98c65c7c3aeb0661c63\" alt=\"\" title=\"\" tg-width=\"666\" tg-height=\"442\"/></p><p><p style=\"text-align: justify;\">Guosheng Securities pointed out that the implementation of the comprehensive registration system ensures the long-term improvement of A-shares from the institutional level. To some extent, the primary market is making profits to the secondary market, which is beneficial to the secondary market; In the short term, the hot money ecology in the secondary market has been affected in the past.</p><p><strong>The three major industries have a large number of active stocks</strong></p><p><p style=\"text-align: justify;\">According to the statistics of Securities Times Databao, since April, excluding listed new shares, there are 49 active stocks with an average daily turnover of over 1 billion yuan and a daily turnover rate of over 10%.</p><p><p style=\"text-align: justify;\">From the perspective of industry distribution, there are 17 active stocks in the computer industry, including Yuncong Technology-UW, Capital Online, Jinqiao Information, Tuowei Information and Dongfang Guoxin; There are 13 active stocks in the electronics industry, including Baiwei Storage, Longsys, Fenda Technology and Rongda Photosensitive; There are 10 active stocks in the media industry, including Chinese Online, Fuchun Shares, Tom Cat and Shenzhou Taiyue.</p><p><p style=\"text-align: justify;\">Most of the active stocks in the three industries are related to recent hot concepts such as AI, ChapGPT, and AIGC. Guohai Securities stated that in March 2023, the media CITIC Index rose by 22.2%. The top gainers in the sector were mainly concentrated in the fields of large models, AI + IP, AI + games and other fields. The follow-up will focus on the application of major domestic manufacturers and startups after the release of models. The explosion wave believes that AIGC is expected to bring a new round of content productivity revolution.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a2008134e6cff56c6cbfaa4278e99be\" alt=\"\" title=\"\" tg-width=\"627\" tg-height=\"377\"/></p><p><strong>14 active stocks have received increased positions from northbound funds since April</strong></p><p><p style=\"text-align: justify;\">According to the statistics of data treasure, since April, in terms of turnover, the average daily turnover of active stocks such as Inspur Information, Kunlun Wanwei, Xinyisheng and Tom Cat has the highest, with 8.368 billion yuan, 6.776 billion yuan and 4.859 billion yuan respectively. Yuan and 4.533 billion yuan. From the perspective of turnover rate, among active stocks, Baiwei Storage, Longsys, Yuncong Technology-UW, Capital Online, Cambridge Technology, etc. have the highest average daily turnover rates, with 47.62%, 40.38%, 33.76%, 28.28%, and 25.92% respectively.</p><p><p style=\"text-align: justify;\">In terms of market performance, the shares of Baiwei Storage, Fenda Technology, Xinyisheng, Wanda Information and Fuchun all rose by more than 35%. Except for Wanda Information, the other four shares all had one to two daily limit during April.</p><p><p style=\"text-align: justify;\">From the perspective of funds, 14 active stocks received funds from the north to increase their positions, among which Shenzhen Technology, Fujing Technology, Huada Jiutian, People's Daily Online, and Shengguang Group were among the highest.</p><p><p style=\"text-align: justify;\">Shenzhen Technology received a capital increase of 175 million yuan from the north. The company is a professional electronic manufacturing enterprise. In a recent institutional survey, the company stated that it will continue to consolidate and strengthen its brand influence and market position at home and abroad. In 2022, it will win the domestic bid for a national grid project including Class A single-phase smart meters, HPLC/RF dual-mode, collectors and HPLC modules. Grid project, won the bid for smart meter projects in southern Europe, and achieved a joint increase in the domestic and international market share of metering smart terminal products.</p><p><p style=\"text-align: justify;\">Fujing Technology received an increase of 98 million yuan in capital from the north. The company recently released its 2022 performance report, with operating income of 768 million yuan, a year-on-year increase of 11.57%; The net profit was 218 million yuan, a year-on-year increase of 14.09%. There are three main reasons for the performance growth. First, the company insists on focusing on the main business and solidly promotes the annual business plan and market development; Second, the performance of subsidiaries this year achieved rapid growth; Third, exchange rate changes have brought a certain positive impact on the company's performance.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba725e41260f3b58924d251493d98e50\" alt=\"\" title=\"\" tg-width=\"445\" tg-height=\"450\"/></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-share turnover exceeded one trillion for 8 consecutive days! The list of active stocks is here, 14 stocks have been swept by smart funds</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-share turnover exceeded one trillion for 8 consecutive days! The list of active stocks is here, 14 stocks have been swept by smart funds\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2023-04-13 21:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Since April, there have been a large number of active stocks in the computer, electronics and media industries.</p><p><p style=\"text-align: justify;\">On April 13, the three major A-share indexes collectively closed down, and northbound funds sold slightly, with a total turnover of 1,137.367 billion yuan in the two cities. Extending the time, in the eight trading days since April, the turnover of the two cities has exceeded one trillion yuan.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4c29adf59a2a98c65c7c3aeb0661c63\" alt=\"\" title=\"\" tg-width=\"666\" tg-height=\"442\"/></p><p><p style=\"text-align: justify;\">Guosheng Securities pointed out that the implementation of the comprehensive registration system ensures the long-term improvement of A-shares from the institutional level. To some extent, the primary market is making profits to the secondary market, which is beneficial to the secondary market; In the short term, the hot money ecology in the secondary market has been affected in the past.</p><p><strong>The three major industries have a large number of active stocks</strong></p><p><p style=\"text-align: justify;\">According to the statistics of Securities Times Databao, since April, excluding listed new shares, there are 49 active stocks with an average daily turnover of over 1 billion yuan and a daily turnover rate of over 10%.</p><p><p style=\"text-align: justify;\">From the perspective of industry distribution, there are 17 active stocks in the computer industry, including Yuncong Technology-UW, Capital Online, Jinqiao Information, Tuowei Information and Dongfang Guoxin; There are 13 active stocks in the electronics industry, including Baiwei Storage, Longsys, Fenda Technology and Rongda Photosensitive; There are 10 active stocks in the media industry, including Chinese Online, Fuchun Shares, Tom Cat and Shenzhou Taiyue.</p><p><p style=\"text-align: justify;\">Most of the active stocks in the three industries are related to recent hot concepts such as AI, ChapGPT, and AIGC. Guohai Securities stated that in March 2023, the media CITIC Index rose by 22.2%. The top gainers in the sector were mainly concentrated in the fields of large models, AI + IP, AI + games and other fields. The follow-up will focus on the application of major domestic manufacturers and startups after the release of models. The explosion wave believes that AIGC is expected to bring a new round of content productivity revolution.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a2008134e6cff56c6cbfaa4278e99be\" alt=\"\" title=\"\" tg-width=\"627\" tg-height=\"377\"/></p><p><strong>14 active stocks have received increased positions from northbound funds since April</strong></p><p><p style=\"text-align: justify;\">According to the statistics of data treasure, since April, in terms of turnover, the average daily turnover of active stocks such as Inspur Information, Kunlun Wanwei, Xinyisheng and Tom Cat has the highest, with 8.368 billion yuan, 6.776 billion yuan and 4.859 billion yuan respectively. Yuan and 4.533 billion yuan. From the perspective of turnover rate, among active stocks, Baiwei Storage, Longsys, Yuncong Technology-UW, Capital Online, Cambridge Technology, etc. have the highest average daily turnover rates, with 47.62%, 40.38%, 33.76%, 28.28%, and 25.92% respectively.</p><p><p style=\"text-align: justify;\">In terms of market performance, the shares of Baiwei Storage, Fenda Technology, Xinyisheng, Wanda Information and Fuchun all rose by more than 35%. Except for Wanda Information, the other four shares all had one to two daily limit during April.</p><p><p style=\"text-align: justify;\">From the perspective of funds, 14 active stocks received funds from the north to increase their positions, among which Shenzhen Technology, Fujing Technology, Huada Jiutian, People's Daily Online, and Shengguang Group were among the highest.</p><p><p style=\"text-align: justify;\">Shenzhen Technology received a capital increase of 175 million yuan from the north. The company is a professional electronic manufacturing enterprise. In a recent institutional survey, the company stated that it will continue to consolidate and strengthen its brand influence and market position at home and abroad. In 2022, it will win the domestic bid for a national grid project including Class A single-phase smart meters, HPLC/RF dual-mode, collectors and HPLC modules. Grid project, won the bid for smart meter projects in southern Europe, and achieved a joint increase in the domestic and international market share of metering smart terminal products.</p><p><p style=\"text-align: justify;\">Fujing Technology received an increase of 98 million yuan in capital from the north. The company recently released its 2022 performance report, with operating income of 768 million yuan, a year-on-year increase of 11.57%; The net profit was 218 million yuan, a year-on-year increase of 14.09%. There are three main reasons for the performance growth. First, the company insists on focusing on the main business and solidly promotes the annual business plan and market development; Second, the performance of subsidiaries this year achieved rapid growth; Third, exchange rate changes have brought a certain positive impact on the company's performance.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba725e41260f3b58924d251493d98e50\" alt=\"\" title=\"\" tg-width=\"445\" tg-height=\"450\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133989673","content_text":"4月以来，计算机、电子、传媒行业活跃股数量多。4月13日，A股三大指数集体收跌，北向资金小幅净卖出，两市合计成交11373.67亿元。将时间拉长，4月以来的8个交易日，两市成交额均突破万亿元。国盛证券指出，全面注册制施行，从制度层面保证A股长期向好，从某种程度上说，一级市场正在向二级市场让利，利好二级市场；短期来看，以往二级市场的游资生态受到影响。三大行业活跃股数量多证券时报·数据宝统计，4月以来，剔除上市新股，日均成交额超10亿元，且区间日均换手率超10%的活跃股共有49只。从行业分布来看，计算机行业有17只活跃股居首，包括云从科技-UW、首都在线、金桥信息、拓维信息和东方国信等；电子行业有13只活跃股，包括佰维存储、江波龙、奋达科技和容大感光等；传媒行业有10只活跃股，包括中文在线、富春股份、汤姆猫和神州泰岳等。三个行业的活跃股大部分均与AI、ChapGPT和AIGC等近期热门的概念相关。国海证券表示，2023年3月传媒中信指数上涨22.2%，板块涨幅居前个股主要集中在大模型、AI+IP、AI+游戏等领域，后续将关注国内各大厂及创业公司模型发布后的应用爆发浪潮，认为AIGC有望带来新一轮内容生产力革命。14只活跃股4月以来获北上资金加仓数据宝统计，4月以来，从成交额来看，活跃股中浪潮信息、昆仑万维、新易盛、汤姆猫等日均成交额居前，分别为83.68亿元、67.76亿元、48.59亿元、45.33亿元。从换手率来看，活跃股中佰维存储、江波龙、云从科技-UW、首都在线、剑桥科技等日均换手率居前，分别为47.62%、40.38%、33.76%、28.28%、25.92%。市场表现方面，佰维存储、奋达科技、新易盛、万达信息、富春股份涨幅均超35%，除万达信息外，其余4股在4月期间均有1次~2次涨停。从资金面看，14只活跃股获北上资金加仓，其中深科技、福晶科技、华大九天、人民网、省广集团等加仓金额居前。深科技获北上资金加仓1.75亿元。公司是专业电子制造企业。公司在最近一次的机构调研中表示，将持续巩固和加强国内外品牌影响力和市场地位，2022年在国内中标含A级单相智能电表、HPLC/RF双模及采集器和HPLC模块的国家电网项目，在南欧中标智能电表项目，取得计量智能终端产品在国内和国际市场份额的共同提升。福晶科技获北上资金加仓0.98亿元。公司近日发布2022年业绩快报，营业收入7.68亿元，同比增长11.57%；净利润2.18亿元，同比增长14.09%，业绩增长主要原因有三点，一是公司坚持聚焦主业，扎实推进年度经营计划和市场开拓；二是子公司本年度业绩实现快速增长；三是汇率变动对公司业绩带来了一定的积极影响。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9960780708,"gmtCreate":1668258187604,"gmtModify":1676538034800,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"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/9960780708","repostId":"2282453576","repostType":4,"repost":{"id":"2282453576","kind":"news","pubTimestamp":1668242567,"share":"https://ttm.financial/m/news/2282453576?lang=en_US&edition=fundamental","pubTime":"2022-11-12 16:42","market":"us","language":"zh","title":"Nobel laureate in economics makes a big statement: It's time for the Fed to consider suspending rate hike","url":"https://stock-news.laohu8.com/highlight/detail?id=2282453576","media":"智通财经","summary":"诺贝尔经济学奖得主、经济学著作《微观经济学》与《宏观经济学》作者保罗·克鲁格曼(Paul Krugman)认为，美联储如今有非常充分的理由考虑暂停加息一事，以评估今年迄今为止的激进加息对美国经济的实质","content":"<p><html><head></head><body>Paul Krugman, Nobel laureate in economics and author of economics books \"Microeconomics\" and \"Macroeconomics\", believes that the Federal Reserve now has very good reason to consider suspending rate hike to assess the substantial impact of radical rate hike so far this year on the US economy.</p><p>\"My point is that the Fed may have done enough, and they really, really should pause and see the impact of rate hike on the economy,\" Krugman said in an interview with the media on Friday. He said: \"If the CPI report continues to show an optimistic trend, then some Fed officials will advocate stopping and looking at the impact of rate hike. They will ask themselves if they are really too hawkish?\"</p><p>Paul Krugman's comments came a day after a CPI data report released by the U.S. government showed that the consumer price index (CPI) rose much less than expected last month, mainly driven by the decline in medical services and used car price indicators. However, another report released on Friday showed that U.S. consumers' inflation expectations for short-term and long-term have increased slightly.</p><p>The Federal Reserve this year launched its most aggressive monetary tightening cycle since the 1980s to curb the highest inflation level in decades. Last week, the Fed issued four consecutive 75 basis point rate hike, but after the inflation report miss the market expectation, some Fed officials began to \"let the wind\" and they expect to slow the pace of rate hike as soon as next month.</p><p>Philadelphia Fed President Harker pointed out after the CPI data was released that the Fed is approaching a node that may slow down the pace of rate hike. \"In the coming months, given the cumulative tightening we've achieved, I expect we'll slow the pace of rate hike as we're close to a sufficiently restrictive stance,\" Harker said in a speech in Philadelphia.</p><p>Paul Krugman currently works at the City University of New York City University of New York. He said in an interview: \"In many ways, the inflation data reflects probably the state of the economy from last winter to earlier this year, rather than the latest state of the economy now, which I think is likely to be relatively optimistic now.\" He also stressed: \"Personally, I have basically given up on using CPI data to judge the economic situation.\"</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nobel laureate in economics makes a big statement: It's time for the Fed to consider suspending rate hike</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\">\nNobel laureate in economics makes a big statement: It's time for the Fed to consider suspending rate hike\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-11-12 16:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Paul Krugman, Nobel laureate in economics and author of economics books \"Microeconomics\" and \"Macroeconomics\", believes that the Federal Reserve now has very good reason to consider suspending rate hike to assess the substantial impact of radical rate hike so far this year on the US economy.</p><p>\"My point is that the Fed may have done enough, and they really, really should pause and see the impact of rate hike on the economy,\" Krugman said in an interview with the media on Friday. He said: \"If the CPI report continues to show an optimistic trend, then some Fed officials will advocate stopping and looking at the impact of rate hike. They will ask themselves if they are really too hawkish?\"</p><p>Paul Krugman's comments came a day after a CPI data report released by the U.S. government showed that the consumer price index (CPI) rose much less than expected last month, mainly driven by the decline in medical services and used car price indicators. However, another report released on Friday showed that U.S. consumers' inflation expectations for short-term and long-term have increased slightly.</p><p>The Federal Reserve this year launched its most aggressive monetary tightening cycle since the 1980s to curb the highest inflation level in decades. Last week, the Fed issued four consecutive 75 basis point rate hike, but after the inflation report miss the market expectation, some Fed officials began to \"let the wind\" and they expect to slow the pace of rate hike as soon as next month.</p><p>Philadelphia Fed President Harker pointed out after the CPI data was released that the Fed is approaching a node that may slow down the pace of rate hike. \"In the coming months, given the cumulative tightening we've achieved, I expect we'll slow the pace of rate hike as we're close to a sufficiently restrictive stance,\" Harker said in a speech in Philadelphia.</p><p>Paul Krugman currently works at the City University of New York City University of New York. He said in an interview: \"In many ways, the inflation data reflects probably the state of the economy from last winter to earlier this year, rather than the latest state of the economy now, which I think is likely to be relatively optimistic now.\" He also stressed: \"Personally, I have basically given up on using CPI data to judge the economic situation.\"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/829702.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","BK4504":"桥水持仓","OEX":"标普100","BK4559":"巴菲特持仓",".IXIC":"NASDAQ Composite","DXD":"两倍做空道琼30指数ETF-ProShares","QQQ":"纳指100ETF","BK4550":"红杉资本持仓","SPY":"标普500ETF","DOG":"道指ETF-ProShares做空","UDOW":"三倍做多道指30ETF-ProShares","IVV":"标普500ETF-iShares","DJX":"1/100道琼斯","UPRO":"三倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","BK4581":"高盛持仓","OEF":"标普100指数ETF-iShares","DDM":"2倍做多道指ETF-ProShares",".DJI":"道琼斯","SQQQ":"纳指三倍做空ETF","SH":"做空标普500-Proshares","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index","SSO":"2倍做多标普500ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/829702.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282453576","content_text":"诺贝尔经济学奖得主、经济学著作《微观经济学》与《宏观经济学》作者保罗·克鲁格曼(Paul Krugman)认为，美联储如今有非常充分的理由考虑暂停加息一事，以评估今年迄今为止的激进加息对美国经济的实质性影响。“我的观点是，美联储可能已经做得足够多了，他们真的，真的应该暂停，看看加息对于经济的影响，”克鲁格曼周五接受媒体采访时表示。他表示:“如果CPI报告继续呈现乐观趋势，那么一些美联储官员就会主张停下来看看加息带来的影响，他们会询问自己是不是真的过于鹰派了?”在保罗·克鲁格曼发表上述言论的前一天，美国政府公布的一份CPI数据报告显示，上月消费者物价指数(CPI)增幅远低于预期，主要受医疗服务和二手车价格指标下滑所推动。不过，周五公布的另一份报告显示，美国消费者对于短期和长期的通胀预期稍微有所上升。美联储今年启动了自上世纪80年代以来最激进的货币紧缩周期，以遏制数十年来最高的通胀水平。上周，美联储连续四次加息75个基点，但在通胀报告不及市场预期后，一些美联储官员开始“放风”，他们预计最快将于下个月放缓加息步伐。费城联储主席哈克在CPI数据出炉后指出，美联储正在接近一个可能可以放缓加息步伐的节点。哈克在费城的一场演讲中表示：“在接下来的几个月里，鉴于我们已经实现的累积紧缩政策，我预计我们将放缓加息步伐，因为我们接近足够具有限制性的立场。”保罗·克鲁格曼目前就职于纽约市立大学(City University of New York)。他接受采访时表示:“从很多方面来看，通胀数据反映的大概是去年冬天到今年早些时候的经济状况，而不是现在最新的经济状况，我认为现在的经济状况可能会相对乐观。”他还强调道：“就我个人而言，基本上已经放弃了使用CPI数据来判断经济形势。”","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,".IXIC":1,"IVV":0.6,"DJX":0.6,"PSQ":0.6,"MNQmain":0.6,"OEX":0.6,"SPXU":0.6,"QQQ":0.6,"NQmain":0.6,"OEF":0.6,"SQQQ":0.6,"TQQQ":0.6,"UPRO":0.6,"QLD":0.6,".SPX":0.6,"DOG":0.6,"UDOW":0.6,"ESmain":0.6,"DDM":0.6,".DJI":1,"DXD":0.6,"SDS":0.6,"SDOW":0.6,"QID":0.6,"SH":0.6,"SSO":0.6,"SPY":1}},"isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940535195,"gmtCreate":1678026649417,"gmtModify":1678026653193,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9940535195","repostId":"2317151532","repostType":4,"repost":{"id":"2317151532","kind":"highlight","pubTimestamp":1678005276,"share":"https://ttm.financial/m/news/2317151532?lang=en_US&edition=fundamental","pubTime":"2023-03-05 16:34","market":"us","language":"zh","title":"Capturing the United States and Japan, Chinese batteries bring lithium iron phosphate to the top stream of electric cars","url":"https://stock-news.laohu8.com/highlight/detail?id=2317151532","media":"华尔街见闻","summary":"在中国广受欢迎的磷酸铁锂电池，正逐渐在美国和日本的汽车市场扩大份额。随着纯电动汽车在全球汽车市场的份额逐渐攀升，磷酸铁锂电池也逐渐进入人们的视野并成为焦点。磷酸铁锂电池具有价格低廉、安全性高的优点，还","content":"<p><html><head></head><body>Lithium iron phosphate batteries, which are popular in China, are gradually expanding their share in the automotive markets in the United States and Japan.</p><p>As the share of pure electric vehicles in the global automotive market gradually rises, lithium iron phosphate batteries have gradually entered people's field of vision and become the focus. Lithium iron phosphate batteries have the advantages of low price and high safety. They have also improved the battery capacity through technological improvements, thereby extending the original cruising range. They have been very popular among car companies in recent years.</p><p>Last year, lithium iron phosphate battery technology accounted for about half of the battery capacity of electric vehicles sold in China, according to research by consulting firm Adamas Intelligence; In the United States, this proportion is only 9%, and it was even zero in the previous year. But that trend is about to change-there are signs that this battery technology, which is popular in China, is entering the electric vehicle markets in the United States and Japan, and grabbing market share of traditional lithium batteries.</p><p><h2>The United States sets off a \"wave\" of lithium iron phosphate batteries</h2>Recently, start-up Our Next Energy announced that it will begin producing lithium iron phosphate batteries in Michigan. The company will continue to expand after the new $1.6 billion plant goes online next year; By 2027, the company plans to supply enough lithium iron phosphate batteries for 200,000 electric vehicles.</p><p>According to media reports, Adamas Intelligence founder Ryan Castilloux said,<b>Lithium iron phosphate batteries have undoubtedly set off a second wave in the battery industry, and this wave is starting to move westward.</b></p><p>Alla Kolesnikova, head of data and analytics at Adamas Intelligence, said that while lithium iron phosphate batteries account for no more than 20% of the announced battery production capacity in the United States, the consulting firm expects that,<b>All major automakers will tend to use the battery on entry-level EVs; By the middle of the next decade, the share of lithium iron phosphate batteries in the United States will increase to nearly 30%.</b></p><p>According to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is predicted that judging from the share of batteries for pure electric vehicles in 2025, lithium iron phosphate batteries will reach 36%, 14 percentage points higher than in 2020.</p><p>U.S. battery start-up Kore Power also predicts that the demand for lithium iron phosphate batteries in the United States will continue to grow. The plant the company plans to open in Arizona by the end of 2024 will have two assembly lines, one for one of the mainstream lithium-ion batteries-nickel-manganese-cobalt (NMC), and the other for lithium iron phosphate batteries.</p><p>American automakers<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Etc. are also promoting the use of lithium iron phosphate batteries. Last month,<a href=\"https://laohu8.com/S/300750\">Ningde era</a>At the same time, Ford Motor announced that the two parties will cooperate in building a new power battery factory in Michigan, USA, to produce lithium iron phosphate batteries, with an investment of up to US $3.5 billion in the new factory. CATL will provide technical and service support for its production and license patented battery technologies; Ford engineers will be responsible for the integration of batteries and vehicles, and some equipment will come from China.</p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a>An executive said in February that the company is also exploring the possibility of using lithium iron phosphate batteries to reduce costs.</p><p><h2>Lithium iron phosphate battery enters Japanese auto market</h2>According to Japanese media reports, on February 3, Okayama Prefecture, Japan launched a plan to build Japan's largest battery factory, which is scheduled to be put into operation in 2024. The annual battery production capacity is 5 GWh (1 GW is 1 billion watts) and can store 450,000 The electricity consumption of 50,000 households in a day.</p><p>Leading the project is PowerX, a renewable energy start-up established in 2021 (located in Minato-ku, Tokyo). As the driving force, PowerX has set its sights on lithium iron phosphate batteries, instead of the current mainstream product of fixed batteries-ternary lithium batteries using cobalt or nickel. The company will use fixed lithium iron phosphate batteries mass-produced in the new factory and strive to build 7,000 pure electric vehicle charging equipment in Japan by 2030.</p><p><h2>Chinese companies accelerate expansion</h2>Data shows that Chinese companies have an overwhelming advantage in the field of automotive batteries as the main battlefield.</p><p>Data from the South Korean SNE survey show that in terms of vehicle battery usage from January to November 2022,<b>The first place is CATL, and the second place is<a href=\"https://laohu8.com/S/002594\">BYD</a>, the top two places are occupied by Chinese companies. Among the top ten enterprises in the world, there are 6 Chinese enterprises, with a total share of more than 60%.</b></p><p>At the same time, China also leads the rest of the world in terms of the expansion speed of the electric vehicle market. After 2010, China issued subsidies to new energy vehicles such as pure electric vehicles, and also provided preferential treatment in the location selection of battery factories, accelerating the expansion of the battery industry.</p><p>In terms of technological innovation of lithium iron phosphate batteries, China's Contemporary Amperex Technology Co., Limited, the world's largest vehicle battery company, is also leading the way.</p><p>In July 2022, Wu Kai, chief scientist of CATL, said that the company's battery can make pure electric vehicles last more than 700 kilometers on a single charge. CATL will launch the \"M3P\" battery improved from lithium iron phosphate battery in 2023. The range can exceed that of major pure electric vehicles such as Nissan's \"Leaf\".</p><p><h2>Why lithium iron phosphate batteries?</h2>Lithium iron phosphate batteries are a form of lithium-ion batteries, which are \"cobalt-free\" batteries that use lithium, iron, and phosphorus. The electric vehicle batteries currently sold in the United States are mainly mainstream lithium-ion batteries such as nickel-manganese-cobalt NMC or nickel-cobalt-aluminum (NCA).</p><p>Until then, lithium iron phosphate batteries had been less popular in the United States because they had worse endurance than batteries like NMC, but could be recharged more times before their performance dropped significantly. Chloe Herrera, chief battery analyst at Lux Research, said endurance is seen as too important for U.S. drivers to sacrifice it for price: \"In the U.S. battery industry, if you talked to anyone four years ago, no one would recommend you use lithium iron phosphate batteries in your car.\"</p><p>One factor driving new interest in lithium iron phosphate technology in the United States is that,<b>The cost of nickel-rich batteries is much higher than lithium iron phosphate battery technology. As electric vehicle sales grow, so do the costs of rare metals such as nickel and cobalt.</b></p><p>In the past three years, the price of nickel has more than doubled; When the Russia-Ukraine conflict broke out a year ago, nickel prices also soared. On the other hand, most of the world's cobalt is mined in the Democratic Republic of the Congo, where working conditions are very poor. Between 2020 and 2022, cobalt prices also rose sharply before falling back to levels they were about three years ago. As a typical \"cobalt-free battery\", the advantages of lithium iron phosphate battery can be seen.</p><p><b>As patents expire, the price of lithium iron phosphate battery technology has also become cheaper in the United States.</b>In addition, the adoption of public charging stations, driven by federal government subsidies, will accelerate, potentially reducing driver concerns about battery life. From a safety point of view, lithium iron phosphate batteries are also less likely to catch fire than nickel-rich batteries.</p><p>Risk warning and disclaimer clause</p><p>The market is risky, so investment needs to be cautious. This article does not constitute personal investment advice, nor does it take into account the special investment objectives, financial situation or needs of individual users. Users should consider whether any opinions, opinions or conclusions in this article are appropriate for their particular circumstances. Invest accordingly at your own responsibility.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Capturing the United States and Japan, Chinese batteries bring lithium iron phosphate to the top stream of electric cars</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCapturing the United States and Japan, Chinese batteries bring lithium iron phosphate to the top stream of electric cars\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-03-05 16:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Lithium iron phosphate batteries, which are popular in China, are gradually expanding their share in the automotive markets in the United States and Japan.</p><p>As the share of pure electric vehicles in the global automotive market gradually rises, lithium iron phosphate batteries have gradually entered people's field of vision and become the focus. Lithium iron phosphate batteries have the advantages of low price and high safety. They have also improved the battery capacity through technological improvements, thereby extending the original cruising range. They have been very popular among car companies in recent years.</p><p>Last year, lithium iron phosphate battery technology accounted for about half of the battery capacity of electric vehicles sold in China, according to research by consulting firm Adamas Intelligence; In the United States, this proportion is only 9%, and it was even zero in the previous year. But that trend is about to change-there are signs that this battery technology, which is popular in China, is entering the electric vehicle markets in the United States and Japan, and grabbing market share of traditional lithium batteries.</p><p><h2>The United States sets off a \"wave\" of lithium iron phosphate batteries</h2>Recently, start-up Our Next Energy announced that it will begin producing lithium iron phosphate batteries in Michigan. The company will continue to expand after the new $1.6 billion plant goes online next year; By 2027, the company plans to supply enough lithium iron phosphate batteries for 200,000 electric vehicles.</p><p>According to media reports, Adamas Intelligence founder Ryan Castilloux said,<b>Lithium iron phosphate batteries have undoubtedly set off a second wave in the battery industry, and this wave is starting to move westward.</b></p><p>Alla Kolesnikova, head of data and analytics at Adamas Intelligence, said that while lithium iron phosphate batteries account for no more than 20% of the announced battery production capacity in the United States, the consulting firm expects that,<b>All major automakers will tend to use the battery on entry-level EVs; By the middle of the next decade, the share of lithium iron phosphate batteries in the United States will increase to nearly 30%.</b></p><p>According to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is predicted that judging from the share of batteries for pure electric vehicles in 2025, lithium iron phosphate batteries will reach 36%, 14 percentage points higher than in 2020.</p><p>U.S. battery start-up Kore Power also predicts that the demand for lithium iron phosphate batteries in the United States will continue to grow. The plant the company plans to open in Arizona by the end of 2024 will have two assembly lines, one for one of the mainstream lithium-ion batteries-nickel-manganese-cobalt (NMC), and the other for lithium iron phosphate batteries.</p><p>American automakers<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Etc. are also promoting the use of lithium iron phosphate batteries. Last month,<a href=\"https://laohu8.com/S/300750\">Ningde era</a>At the same time, Ford Motor announced that the two parties will cooperate in building a new power battery factory in Michigan, USA, to produce lithium iron phosphate batteries, with an investment of up to US $3.5 billion in the new factory. CATL will provide technical and service support for its production and license patented battery technologies; Ford engineers will be responsible for the integration of batteries and vehicles, and some equipment will come from China.</p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a>An executive said in February that the company is also exploring the possibility of using lithium iron phosphate batteries to reduce costs.</p><p><h2>Lithium iron phosphate battery enters Japanese auto market</h2>According to Japanese media reports, on February 3, Okayama Prefecture, Japan launched a plan to build Japan's largest battery factory, which is scheduled to be put into operation in 2024. The annual battery production capacity is 5 GWh (1 GW is 1 billion watts) and can store 450,000 The electricity consumption of 50,000 households in a day.</p><p>Leading the project is PowerX, a renewable energy start-up established in 2021 (located in Minato-ku, Tokyo). As the driving force, PowerX has set its sights on lithium iron phosphate batteries, instead of the current mainstream product of fixed batteries-ternary lithium batteries using cobalt or nickel. The company will use fixed lithium iron phosphate batteries mass-produced in the new factory and strive to build 7,000 pure electric vehicle charging equipment in Japan by 2030.</p><p><h2>Chinese companies accelerate expansion</h2>Data shows that Chinese companies have an overwhelming advantage in the field of automotive batteries as the main battlefield.</p><p>Data from the South Korean SNE survey show that in terms of vehicle battery usage from January to November 2022,<b>The first place is CATL, and the second place is<a href=\"https://laohu8.com/S/002594\">BYD</a>, the top two places are occupied by Chinese companies. Among the top ten enterprises in the world, there are 6 Chinese enterprises, with a total share of more than 60%.</b></p><p>At the same time, China also leads the rest of the world in terms of the expansion speed of the electric vehicle market. After 2010, China issued subsidies to new energy vehicles such as pure electric vehicles, and also provided preferential treatment in the location selection of battery factories, accelerating the expansion of the battery industry.</p><p>In terms of technological innovation of lithium iron phosphate batteries, China's Contemporary Amperex Technology Co., Limited, the world's largest vehicle battery company, is also leading the way.</p><p>In July 2022, Wu Kai, chief scientist of CATL, said that the company's battery can make pure electric vehicles last more than 700 kilometers on a single charge. CATL will launch the \"M3P\" battery improved from lithium iron phosphate battery in 2023. The range can exceed that of major pure electric vehicles such as Nissan's \"Leaf\".</p><p><h2>Why lithium iron phosphate batteries?</h2>Lithium iron phosphate batteries are a form of lithium-ion batteries, which are \"cobalt-free\" batteries that use lithium, iron, and phosphorus. The electric vehicle batteries currently sold in the United States are mainly mainstream lithium-ion batteries such as nickel-manganese-cobalt NMC or nickel-cobalt-aluminum (NCA).</p><p>Until then, lithium iron phosphate batteries had been less popular in the United States because they had worse endurance than batteries like NMC, but could be recharged more times before their performance dropped significantly. Chloe Herrera, chief battery analyst at Lux Research, said endurance is seen as too important for U.S. drivers to sacrifice it for price: \"In the U.S. battery industry, if you talked to anyone four years ago, no one would recommend you use lithium iron phosphate batteries in your car.\"</p><p>One factor driving new interest in lithium iron phosphate technology in the United States is that,<b>The cost of nickel-rich batteries is much higher than lithium iron phosphate battery technology. As electric vehicle sales grow, so do the costs of rare metals such as nickel and cobalt.</b></p><p>In the past three years, the price of nickel has more than doubled; When the Russia-Ukraine conflict broke out a year ago, nickel prices also soared. On the other hand, most of the world's cobalt is mined in the Democratic Republic of the Congo, where working conditions are very poor. Between 2020 and 2022, cobalt prices also rose sharply before falling back to levels they were about three years ago. As a typical \"cobalt-free battery\", the advantages of lithium iron phosphate battery can be seen.</p><p><b>As patents expire, the price of lithium iron phosphate battery technology has also become cheaper in the United States.</b>In addition, the adoption of public charging stations, driven by federal government subsidies, will accelerate, potentially reducing driver concerns about battery life. From a safety point of view, lithium iron phosphate batteries are also less likely to catch fire than nickel-rich batteries.</p><p>Risk warning and disclaimer clause</p><p>The market is risky, so investment needs to be cautious. This article does not constitute personal investment advice, nor does it take into account the special investment objectives, financial situation or needs of individual users. Users should consider whether any opinions, opinions or conclusions in this article are appropriate for their particular circumstances. Invest accordingly at your own responsibility.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3683316\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71508db02e3f35325f3ef64850795280","relate_stocks":{"NCA":"纽文加州市政价值基金"},"source_url":"https://wallstreetcn.com/articles/3683316","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317151532","content_text":"在中国广受欢迎的磷酸铁锂电池，正逐渐在美国和日本的汽车市场扩大份额。随着纯电动汽车在全球汽车市场的份额逐渐攀升，磷酸铁锂电池也逐渐进入人们的视野并成为焦点。磷酸铁锂电池具有价格低廉、安全性高的优点，还通过技术提升改进了电池容量，从而延长了原本的续航里程，近年来十分受车企的青睐。咨询公司 Adamas Intelligence 的研究显示，去年，磷酸铁锂电池技术占中国销售电动汽车电池容量的一半左右；而在美国这一比例仅为9%，在前一年甚至为零。但这一趋势即将发生变化——种种迹象显示，这项在中国风靡的电池技术正在进军美国和日本的电动汽车市场，并抢占传统锂电池的市场份额。美国掀起磷酸铁锂电池的“浪潮”近日，初创企业 Our Next Energy 宣布将开始在密歇根州生产磷酸铁锂电池。在明年16亿美元的新工厂投产后，该公司将继续进行扩张；到2027年，该公司计划为20万辆电动汽车提供足够的磷酸铁锂电池。据媒体报道，Adamas Intelligence 创始人 Ryan Castilloux 表示，磷酸铁锂电池无疑在电池行业掀起了第二次浪潮，而这一浪潮正开始向西方移动。Adamas Intelligence的数据和分析主管 Alla Kolesnikova 表示，虽然在美国已宣布的电池产能中，磷酸铁锂电池的比例不超过20%，但该咨询公司预计，所有主要汽车制造商都将倾向于在入门级电动汽车上使用该电池；在下一个十年的中期，美国磷酸铁锂电池的份额将提高至接近30%。据高盛预测，从2025年的纯电动汽车用电池份额来看，磷酸铁锂电池将达到36％，比2020年高出14个百分点。美国电池初创企业 Kore Power 也预计，美国对磷酸铁锂电池的需求将不断增长。该公司计划于2024年底在亚利桑那州开设的工厂将有两条装配线，一条用于主流锂离子电池之一——镍锰钴（NMC），另一条用于磷酸铁锂电池。美国汽车制造商特斯拉和福特汽车等也正在推进采用磷酸铁锂电池。上个月，宁德时代和福特汽车同时宣布，双方将在美国密歇根州新建动力电池工厂合作生产磷酸铁锂电池，新工厂投资高达35亿美元。宁德时代将为其生产提供技术与服务支持，就电池专利技术进行许可；福特工程师将会负责电芯与整车集成工作，部分设备来自中国。通用汽车的一位高管在2月份表示，该公司也正在探索使用磷酸铁锂电池来降低成本的可能性。磷酸铁锂电池进军日本车市据日媒报道，2月3日，日本冈山县启动了新建日本最大规模蓄电池工厂的计划，预定2024年投产，蓄电池年产能为5吉瓦时（1吉瓦为10亿瓦），可储存45万户家庭一天的用电量。主导该项目的是2021年成立的可再生能源初创企业 PowerX（位于东京都港区）。作为原动力，PowerX 将目光投向了磷酸铁锂电池，而不是目前固定型蓄电池的主流产品——使用钴或镍的三元锂电池。该公司将使用新工厂量产的固定型磷酸铁锂电池，力争2030年前在日本建设7000处纯电动汽车充电设备。中国企业加速扩张数据显示，在作为主战场的车载用电池领域，中国企业占据压倒性优势。韩国SNE调查的数据显示，在2022年1至11月车载电池使用量上，排在第一的是宁德时代，第二位是比亚迪，前两位都被中国企业占据。全球份额前十的企业中，中国企业有6家，总份额超过6成。与此同时，中国在电动汽车市场的扩张速度方面也领跑全球其他国家。2010年以后，中国向纯电动汽车等新能源汽车发放补贴，在电池工厂的选址等方面也提供优惠，电池产业加快扩大。在磷酸铁锂电池的技术革新方面，一马当先的也是全球最大的车载电池企业——中国的宁德时代。2022年7月，宁德时代首席科学家吴凯表示，该公司的电池充电一次可以使纯电动汽车续航700公里以上。宁德时代将于2023年推出由磷酸铁锂电池改进而来的“M3P”电池。续航距离可超过日产汽车的“Leaf”等主要纯电动汽车。为什么是磷酸铁锂电池？磷酸铁锂电池是锂离子电池的一种形式，是使用锂、铁、磷的“无钴”电池。美国目前销售的电动汽车电池主要是镍锰钴NMC或镍钴铝（NCA）这种主流锂离子电池。在此之前，磷酸铁锂电池在美国一直不太受欢迎，因为它的续航能力比NMC等电池更差，但在性能大幅下降之前可以充电更多次。Lux Research 首席电池分析师 Chloe Herrera 说，对于美国司机来说，续航能力被视为太重要了，不能为了价格而牺牲它：“在美国电池行业，如果你在四年前与任何人交谈，没有人会建议你在汽车上使用磷酸铁锂电池。”而推动美国对磷酸铁锂技术产生新兴趣的一个因素是，富镍电池的成本远高于磷酸铁锂电池技术。随着电动汽车销量的增长，镍和钴等稀有金属的成本也在上升。在过去三年里，镍的价格翻了一倍多；一年前俄乌冲突爆发时，镍价也大幅飙升。而另一边，世界上大部分的钴都是在刚果民主共和国开采的，那里工作条件十分恶劣。在2020年至2022年期间，钴价也大幅上涨，然后才回落至大约三年前的水平。作为典型的“无钴电池”，磷酸铁锂电池的优势可见一斑。随着专利到期，磷酸铁锂电池技术的价格在美国也变得更加低廉。此外，在联邦政府补贴的推动下，公共充电站的普及将会加速，可能会减少司机对电池续航能力的担忧。从安全性上来看，磷酸铁锂电池也比富镍电池更不容易着火。风险提示及免责条款市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1,"symbols_score_info":{"NCA":1}},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955620336,"gmtCreate":1675396131725,"gmtModify":1676538999377,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955620336","repostId":"1169097980","repostType":4,"repost":{"id":"1169097980","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":1675394707,"share":"https://ttm.financial/m/news/1169097980?lang=en_US&edition=fundamental","pubTime":"2023-02-03 11:25","market":"us","language":"zh","title":"Large option order | Too hot! Total options trading volume soared 44% to 63 million contracts; Meta and Sister Mumu turned over, and the option transaction increased by about 4 times","url":"https://stock-news.laohu8.com/highlight/detail?id=1169097980","media":"老虎资讯综合","summary":"周四，期权市场总成交量6304.1万张合约，环比前一交易日暴涨44%，远高于90日平均成交量，其中看涨期权占比60%；财报利好推动Meta股价暴涨逾23%，期权成交激增至200.8万张，较90日平均成","content":"<p><html><head></head><body>On Thursday, the total trading volume of the options market was 63.041 million contracts, a surge of 44% from the previous trading day, much higher than the 90-day average trading volume, of which call options accounted for 60%; The positive financial report pushed Meta's stock price to soar by more than 23%, and option transactions surged to 2.008 million contracts, nearly 4 times larger than the 90-day average trading volume; With the counterattack of technology stocks, ARKK surged by more than 40% at the beginning of the year, and option trading on Thursday was more than 4 times higher than the 90-day average trading volume > > ><b>1. Market Overview (February 2)</b></p><p>Driven by the astonishing 23% increase of social media platform Meta, U.S. stocks diverged on Thursday, and the recovery of the year-to-date growth sector continued further. As of the close, the Nasdaq index closed up 3.25% at 12,200.82 points; The S&P 500 rose 1.47% to 4,179.76 points; The Dow Jones fell 0.11% to 34,053.94 points.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aadf0da525f6c190326123483b5109d8\" tg-width=\"970\" tg-height=\"157\" referrerpolicy=\"no-referrer\"/><span>Data source: Tiger International</span></p><p>According to statistics, as of Thursday's close, the Nasdaq Composite Index has gained nearly 16% year-to-date, its best start since 1975. But that trend will be challenged as several tech giants report miss-than-expected earnings after hours on Thursday.</p><p>The total trading volume of the options market was 63.041 million contracts, a 44% increase from the previous trading day (43.778 million contracts), much higher than the 90-day average trading volume (40.0803 million contracts), of which call options accounted for 60%.</p><p><b>2. Total option transaction volume TOP10</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/515101449aa3a93cc8d0e1392588a491\" tg-width=\"1242\" tg-height=\"2139\" referrerpolicy=\"no-referrer\"/><span>Data source: Tiger International</span></p><p><a href=\"https://laohu8.com/S/SPY\">S&P Index ETF</a>9.115 million options contracts were traded, of which call options accounted for 44.5%;<a href=\"https://laohu8.com/S/QQQ\">Nasdaq 100 ETF</a>3.746 million options contracts were traded, of which call options accounted for 47.5%;</p><p>Large technology stocks generally rose overnight,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>、<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>The trading volume of options surged, with 3.363 million, 2.11 million, 2.008 million, 1.652 million, and 903,000 traded respectively;</p><p><b>3. Observation of changes</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02995b3ccb6640dc2dc2a6690dc63c36\" tg-width=\"1266\" tg-height=\"507\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></p><p>Driven by positive financial reports<a href=\"https://laohu8.com/S/META\">Meta</a>The stock price soared by more than 23% overnight, and the option trading volume surged to 2.008 million contracts, nearly 4 times larger than the 90-day average trading volume, and call options accounted for more than 60%; Among them, the trading volume of the $190 strike price call option expiring on February 3, 2023 was particularly high, with a trading volume of 97,000 contracts;</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35e636eb6f82931e085be6cb052b1447\" tg-width=\"1579\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/ARKK\">Ark Innovation ETF</a>It rose 6.52% overnight. It is worth noting that with the counterattack of technology stocks, ARKK has risen by more than 40% this year; On Thursday, 714,900 options were traded, more than 4 times larger than the 90-day average trading volume, and call options accounted for 56%; Among them, the trading volume of the $48 strike call option expiring on February 3, 2023 was particularly high, with 88,900 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd8347738add601247d79a1f88679b1c\" tg-width=\"1581\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></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>Large option order | Too hot! Total options trading volume soared 44% to 63 million contracts; Meta and Sister Mumu turned over, and the option transaction increased by about 4 times</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\">\nLarge option order | Too hot! Total options trading volume soared 44% to 63 million contracts; Meta and Sister Mumu turned over, and the option transaction increased by about 4 times\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-02-03 11:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Thursday, the total trading volume of the options market was 63.041 million contracts, a surge of 44% from the previous trading day, much higher than the 90-day average trading volume, of which call options accounted for 60%; The positive financial report pushed Meta's stock price to soar by more than 23%, and option transactions surged to 2.008 million contracts, nearly 4 times larger than the 90-day average trading volume; With the counterattack of technology stocks, ARKK surged by more than 40% at the beginning of the year, and option trading on Thursday was more than 4 times higher than the 90-day average trading volume > > ><b>1. Market Overview (February 2)</b></p><p>Driven by the astonishing 23% increase of social media platform Meta, U.S. stocks diverged on Thursday, and the recovery of the year-to-date growth sector continued further. As of the close, the Nasdaq index closed up 3.25% at 12,200.82 points; The S&P 500 rose 1.47% to 4,179.76 points; The Dow Jones fell 0.11% to 34,053.94 points.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aadf0da525f6c190326123483b5109d8\" tg-width=\"970\" tg-height=\"157\" referrerpolicy=\"no-referrer\"/><span>Data source: Tiger International</span></p><p>According to statistics, as of Thursday's close, the Nasdaq Composite Index has gained nearly 16% year-to-date, its best start since 1975. But that trend will be challenged as several tech giants report miss-than-expected earnings after hours on Thursday.</p><p>The total trading volume of the options market was 63.041 million contracts, a 44% increase from the previous trading day (43.778 million contracts), much higher than the 90-day average trading volume (40.0803 million contracts), of which call options accounted for 60%.</p><p><b>2. Total option transaction volume TOP10</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/515101449aa3a93cc8d0e1392588a491\" tg-width=\"1242\" tg-height=\"2139\" referrerpolicy=\"no-referrer\"/><span>Data source: Tiger International</span></p><p><a href=\"https://laohu8.com/S/SPY\">S&P Index ETF</a>9.115 million options contracts were traded, of which call options accounted for 44.5%;<a href=\"https://laohu8.com/S/QQQ\">Nasdaq 100 ETF</a>3.746 million options contracts were traded, of which call options accounted for 47.5%;</p><p>Large technology stocks generally rose overnight,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>、<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>The trading volume of options surged, with 3.363 million, 2.11 million, 2.008 million, 1.652 million, and 903,000 traded respectively;</p><p><b>3. Observation of changes</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02995b3ccb6640dc2dc2a6690dc63c36\" tg-width=\"1266\" tg-height=\"507\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></p><p>Driven by positive financial reports<a href=\"https://laohu8.com/S/META\">Meta</a>The stock price soared by more than 23% overnight, and the option trading volume surged to 2.008 million contracts, nearly 4 times larger than the 90-day average trading volume, and call options accounted for more than 60%; Among them, the trading volume of the $190 strike price call option expiring on February 3, 2023 was particularly high, with a trading volume of 97,000 contracts;</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35e636eb6f82931e085be6cb052b1447\" tg-width=\"1579\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/ARKK\">Ark Innovation ETF</a>It rose 6.52% overnight. It is worth noting that with the counterattack of technology stocks, ARKK has risen by more than 40% this year; On Thursday, 714,900 options were traded, more than 4 times larger than the 90-day average trading volume, and call options accounted for 56%; Among them, the trading volume of the $48 strike call option expiring on February 3, 2023 was particularly high, with 88,900 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd8347738add601247d79a1f88679b1c\" tg-width=\"1581\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"ARKK":"ARK Innovation ETF","QQQ":"纳指100ETF","SPY":"标普500ETF","TSLA":"特斯拉","META":"Meta Platforms, Inc.","AAPL":"苹果","GOOGL":"谷歌A","AMZN":"亚马逊"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169097980","content_text":"周四，期权市场总成交量6304.1万张合约，环比前一交易日暴涨44%，远高于90日平均成交量，其中看涨期权占比60%；财报利好推动Meta股价暴涨逾23%，期权成交激增至200.8万张，较90日平均成交量放大近4倍；伴随着科技股逆袭，ARKK开年暴涨逾40%，周四期权成交较90日平均成交量放大逾4倍>>>一、市场概览 （2月2日）在社交媒体平台Meta 23%的惊人涨幅带动下，周四美股出现分化行情，年初至今成长板块的修复进一步延续。截至收盘，纳斯达克指数收涨3.25%，报12200.82点；标普500指数涨1.47%，报4179.76点；道琼斯指跌0.11%，报34053.94点。数据来源：老虎国际据统计，截至周四收盘，纳斯达克综合指数年初至今的涨幅接近16%，为1975年以来的最佳开局。但随着周四盘后多家科技巨头报告不及预期的财报，这一趋势将受到挑战。期权市场总成交量6304.1万张合约，环比前一交易日（4377.8万张合约）暴涨44%，远高于90日平均成交量（4008.03万张合约），其中看涨期权占比60%。二、期权成交总量TOP10数据来源：老虎国际标普指数ETF期权成交911.5万张合约，其中看涨期权占比44.5%；纳指100ETF期权成交374.6万张合约，其中看涨期权占比47.5%；隔夜大型科技股普涨，特斯拉、亚马逊、Meta、苹果、谷歌A期权成交量激增，分别成交336.3万张、211万张、200.8万张、165.2万张、90.3万张；三、异动观察数据来源：Market Chameleon财报利好推动Meta隔夜股价暴涨逾23%，期权成交激增至200.8万张，较90日平均成交量放大近4倍，看涨期权占比逾60%；其中2023年2月3日到期的190美元行使价看涨期权的成交量特别高，成交量为9.7万张；数据来源：Market ChameleonArk Innovation ETF隔夜大涨6.52%，值得注意的是，伴随着科技股的逆袭，今年以来ARKK涨幅已涨超40%；周四期权成交71.49万张，较90日平均成交量放大逾4倍，看涨期权占比56%；其中2023年2月3日到期的48美元行使价看涨期权的成交量特别高，成交量为8.89万张。数据来源：Market Chameleon","news_type":1,"symbols_score_info":{"ARKK":0.9,"META":0.9,"TSLA":0.9,"GOOGL":0.9,"AMZN":0.9,"QQQ":0.9,"AAPL":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955850051,"gmtCreate":1675348613473,"gmtModify":1676538995445,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955850051","repostId":"1157280464","repostType":4,"repost":{"id":"1157280464","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":1675348240,"share":"https://ttm.financial/m/news/1157280464?lang=en_US&edition=fundamental","pubTime":"2023-02-02 22:30","market":"us","language":"zh","title":"Opening | The Nasdaq rose more than 2%, Meta rose 20%, and star technology stocks collectively rose","url":"https://stock-news.laohu8.com/highlight/detail?id=1157280464","media":"老虎资讯综合","summary":"道琼斯指数开盘下跌20.80点，跌幅0.06%，报34072.16点。","content":"<p><html><head></head><body>On February 2 (Thursday), the Dow Jones index opened down 20.80 points, or 0.06%, to 34072.16 points; The S&P 500 index opened up 40.69 points, or 0.99%, to 4159.90 points; The Nasdaq Composite Index opened up 249.28 points, or 2.11%, to 12065.60 points.</p><p><img src=\"https://static.tigerbbs.com/377fd101aeb0ecb7e49be14125f808d4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Meta Platforms opened about 20% higher, hitting a new intraday high since July last year. The company's Q4 performance was better than expected, and it plans to increase its stock repurchase authorization by US $40 billion.</p><p><img src=\"https://static.tigerbbs.com/9770d8cbdfb13313454f0d13cb444490\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Most star technology stocks opened higher, Google and Amazon rose more than 6%, Tesla rose about 3%, and Apple rose more than 2%.</p><p>Snap rebounded more than 5%, and the stock fell more than 10% on Wednesday.</p><p>Shell rose about 2%, and its adjusted net profit in 2022 reached a record US $39.9 billion, more than double the previous year's US $19.29 billion.</p><p>Sony rose nearly 4%, and its revenue in the third quarter of fiscal year 2022 increased by 13% year-on-year to 3,412.9 billion yen.</p><p>Ferrari rose more than 5%. In 2022, Q4 revenue increased by 17% year-on-year to 1.368 billion euros. The company's adjusted EBITDA guidance for 2023 is 2.13 billion to 2.18 billion euros, both better than market expectations.</p><p>Merck fell more than 2%, and its Q4 net profit in 2022 decreased by 20% year-on-year to US $3.017 billion, which was lower than expected.</p><p>Honeywell fell 3.6%. In 2022, Q4 earnings per share fell 26% year-on-year to US $1.51, which was lower than expected. The company expects revenue of US $36 billion to US $37 billion in 2023, and only guides the high-end to exceed market expectations of US $36.94 billion.</p><p>Deutsche Bank fell 4.5%. In 2022, Q4 revenue increased by 7% year-on-year to 6.315 billion euros, but it was lower than market expectations. Investment banking revenue fell 12% year-on-year to 1.675 billion euros.</p><p>ConocoPhillips fell 3.5%, and its Q4 net profit in 2022 increased by 23.7% year-on-year to US $3.249 billion. But miss the market expectation.</p><p>Eli Lilly fell more than 3%, and its Q4 revenue in 2022 will decrease by 9% year-on-year to US $7.302 billion.</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 | The Nasdaq rose more than 2%, Meta rose 20%, and star technology stocks collectively rose</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 | The Nasdaq rose more than 2%, Meta rose 20%, and star technology stocks collectively rose\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-02-02 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On February 2 (Thursday), the Dow Jones index opened down 20.80 points, or 0.06%, to 34072.16 points; The S&P 500 index opened up 40.69 points, or 0.99%, to 4159.90 points; The Nasdaq Composite Index opened up 249.28 points, or 2.11%, to 12065.60 points.</p><p><img src=\"https://static.tigerbbs.com/377fd101aeb0ecb7e49be14125f808d4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Meta Platforms opened about 20% higher, hitting a new intraday high since July last year. The company's Q4 performance was better than expected, and it plans to increase its stock repurchase authorization by US $40 billion.</p><p><img src=\"https://static.tigerbbs.com/9770d8cbdfb13313454f0d13cb444490\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Most star technology stocks opened higher, Google and Amazon rose more than 6%, Tesla rose about 3%, and Apple rose more than 2%.</p><p>Snap rebounded more than 5%, and the stock fell more than 10% on Wednesday.</p><p>Shell rose about 2%, and its adjusted net profit in 2022 reached a record US $39.9 billion, more than double the previous year's US $19.29 billion.</p><p>Sony rose nearly 4%, and its revenue in the third quarter of fiscal year 2022 increased by 13% year-on-year to 3,412.9 billion yen.</p><p>Ferrari rose more than 5%. In 2022, Q4 revenue increased by 17% year-on-year to 1.368 billion euros. The company's adjusted EBITDA guidance for 2023 is 2.13 billion to 2.18 billion euros, both better than market expectations.</p><p>Merck fell more than 2%, and its Q4 net profit in 2022 decreased by 20% year-on-year to US $3.017 billion, which was lower than expected.</p><p>Honeywell fell 3.6%. In 2022, Q4 earnings per share fell 26% year-on-year to US $1.51, which was lower than expected. The company expects revenue of US $36 billion to US $37 billion in 2023, and only guides the high-end to exceed market expectations of US $36.94 billion.</p><p>Deutsche Bank fell 4.5%. In 2022, Q4 revenue increased by 7% year-on-year to 6.315 billion euros, but it was lower than market expectations. Investment banking revenue fell 12% year-on-year to 1.675 billion euros.</p><p>ConocoPhillips fell 3.5%, and its Q4 net profit in 2022 increased by 23.7% year-on-year to US $3.249 billion. But miss the market expectation.</p><p>Eli Lilly fell more than 3%, and its Q4 revenue in 2022 will decrease by 9% year-on-year to US $7.302 billion.</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"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157280464","content_text":"2月2日（周四），道琼斯指数开盘下跌20.80点，跌幅0.06%，报34072.16点；标普500指数开盘上涨40.69点，涨幅0.99%，报4159.90点；纳斯达克综合指数开盘上涨249.28点，涨幅2.11%，报12065.60点。Meta Platforms高开约20%，创去年7月以来盘中新高，公司Q4业绩好于预期，拟增加400亿美元股票回购授权。明星科技股多数高开，谷歌、亚马逊涨超6%，特斯拉涨约3%，苹果涨超2%。Snap反弹超5%，该股周三跌逾10%。壳牌涨约2%，2022年经调净利达到创纪录的399亿美元，比上年的192.9亿美元增逾一倍。索尼涨近4%，2022财年第三财季营收同比增长13%至34129亿日元。法拉利涨超5%，2022年Q4营收同比增长17%至13.68亿欧元，公司2023年调整后EBITDA指引为21.3亿至21.8亿欧元，均好于市场预期。默沙东跌超2%，2022年Q4净利润同比减少20%至30.17亿美元且不及预期。霍尼韦尔跌3.6%，2022年Q4每股盈利同比下滑26%至1.51美元，不及预期，公司预计2023年营收360亿至370亿美元，仅指引高端超出市场预期的369.4亿美元。德意志银行跌4.5%，2022年Q4营收同比增长7%至63.15亿欧元，但低于市场预期，投行营收同比下降12%至16.75亿欧元。康菲石油跌3.5%，2022年Q4净利润同比增长23.7%至32.49亿美元但不及市场预期。礼来跌超3%，2022年Q4营收同比减少9%至73.02亿美元。","news_type":1,"symbols_score_info":{".DJI":0.9,"ESmain":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955050263,"gmtCreate":1675092142753,"gmtModify":1676538975748,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955050263","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 | U.S. stocks collectively open low, popular Chinese concept stocks generally fell","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 January 30 (Monday), the Dow Jones Index opened down 99.35 points, or 0.29%, to 33878.73 points; The S&P 500 index opened down 26.03 points, or 0.64%, to 4044.53 points; The Nasdaq Composite Index opened down 104.65 points, or 0.90%, to 11,517.06 points.</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%, and popular Chinese concept stocks generally fell.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 10%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>Fell more than 6%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Down about 6%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>It fell more than 4%, Gaotu and Youdao fell more than 8%, and New Oriental fell 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 and fell nearly 2% lower. Baidu plans to launch an AI service similar to ChatGPT in March, initially embedding it in its main search service, according to people familiar with the matter.</p><p><a href=\"https://laohu8.com/S/PHG\">Philips</a>Up about 5%, Q4 revenue in 2022 will increase by 10% year-on-year to 5.422 billion euros, which is better than market expectations. The company announced that it will lay off another 6,000 employees. The layoff plan is aimed at cutting costs.</p><p><b>SOFI rose more than 12%. In 2022, Q4 revenue increased by 60% year-on-year to US $456.7 million, and net loss narrowed by 64% year-on-year to US $40.06 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>Falling nearly 2%, Ford 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>It fell 2%. Recently, it was reported that Tesla will launch a new model \"Model Q\" smaller than Model 3/Y. The relevant person in charge of Tesla said: \"This is false news.\"</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 | U.S. stocks collectively open low, popular Chinese concept stocks generally fell</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 | U.S. stocks collectively open low, popular Chinese concept stocks generally fell\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 January 30 (Monday), the Dow Jones Index opened down 99.35 points, or 0.29%, to 33878.73 points; The S&P 500 index opened down 26.03 points, or 0.64%, to 4044.53 points; The Nasdaq Composite Index opened down 104.65 points, or 0.90%, to 11,517.06 points.</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%, and popular Chinese concept stocks generally fell.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 10%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>Fell more than 6%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Down about 6%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>It fell more than 4%, Gaotu and Youdao fell more than 8%, and New Oriental fell 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 and fell nearly 2% lower. Baidu plans to launch an AI service similar to ChatGPT in March, initially embedding it in its main search service, according to people familiar with the matter.</p><p><a href=\"https://laohu8.com/S/PHG\">Philips</a>Up about 5%, Q4 revenue in 2022 will increase by 10% year-on-year to 5.422 billion euros, which is better than market expectations. The company announced that it will lay off another 6,000 employees. The layoff plan is aimed at cutting costs.</p><p><b>SOFI rose more than 12%. In 2022, Q4 revenue increased by 60% year-on-year to US $456.7 million, and net loss narrowed by 64% year-on-year to US $40.06 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>Falling nearly 2%, Ford 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>It fell 2%. Recently, it was reported that Tesla will launch a new model \"Model Q\" smaller than Model 3/Y. The relevant person in charge of Tesla said: \"This is false news.\"</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".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":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952762518,"gmtCreate":1674998201335,"gmtModify":1676538969919,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952762518","repostId":"1130242156","repostType":4,"repost":{"id":"1130242156","kind":"news","pubTimestamp":1674994801,"share":"https://ttm.financial/m/news/1130242156?lang=en_US&edition=fundamental","pubTime":"2023-01-29 20:20","market":"us","language":"zh","title":"ASML reports new developments on restricted sales of chip manufacturing equipment from the United States, the Netherlands, and Japan to China","url":"https://stock-news.laohu8.com/highlight/detail?id=1130242156","media":"财新网","summary":"包括但不限于先进制程的光刻系统。","content":"<p><html><head></head><body>Text | Liu Peilin Du Zhihang Qu Yunxu</p><p>Negotiations between the United States, the Netherlands, and Japan on restricting the sale of chip manufacturing equipment to China have made progress. In response to previous media reports that the United States, the Netherlands, and Japan reached an agreement, the Dutch lithography giant<a href=\"https://laohu8.com/S/ASML\">ASML</a>In a statement sent to Caixin on January 29, it was said that it was aware of the latest progress between several governments in reaching an agreement focusing on advanced process chip manufacturing technology, which will include but are not limited to advanced process photolithography system.</p><p>In the statement, ASML also said that before the agreement officially comes into effect, it will still take some time to further refine the relevant specific content and put it into legislation. ASML does not expect these measures to have a material impact on 2023 performance expectations.</p><p></body></html></p>","source":"cxw","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>ASML reports new developments on restricted sales of chip manufacturing equipment from the United States, the Netherlands, and Japan to China</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\">\nASML reports new developments on restricted sales of chip manufacturing equipment from the United States, the Netherlands, and Japan to China\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">财新网</strong><span class=\"h-time small\">2023-01-29 20:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Text | Liu Peilin Du Zhihang Qu Yunxu</p><p>Negotiations between the United States, the Netherlands, and Japan on restricting the sale of chip manufacturing equipment to China have made progress. In response to previous media reports that the United States, the Netherlands, and Japan reached an agreement, the Dutch lithography giant<a href=\"https://laohu8.com/S/ASML\">ASML</a>In a statement sent to Caixin on January 29, it was said that it was aware of the latest progress between several governments in reaching an agreement focusing on advanced process chip manufacturing technology, which will include but are not limited to advanced process photolithography system.</p><p>In the statement, ASML also said that before the agreement officially comes into effect, it will still take some time to further refine the relevant specific content and put it into legislation. ASML does not expect these measures to have a material impact on 2023 performance expectations.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.caixin.com/2023-01-29/101992615.html\">财新网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9a5bf70230b34046657c91800556952","relate_stocks":{"ASML":"阿斯麦"},"source_url":"https://www.caixin.com/2023-01-29/101992615.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130242156","content_text":"文｜刘沛林 杜知航 屈运栩美国、荷兰、日本关于对华限售芯片制造设备的谈判取得了进展。针对媒体此前对美、荷、日达成协定的报道，荷兰光刻机巨头阿斯麦在1月29日发给财新的一份声明中称，已知悉几国政府间就达成一项侧重于先进制程芯片制造技术的协议有了最新进展，其中将包括但不限于先进制程的光刻系统。在声明中，阿斯麦同时表示在协议正式生效前，还需进一步细化相关具体内容并付诸立法，仍需一定时间。阿斯麦预计这些措施不会对2023年的业绩预期产生实质性影响。","news_type":1,"symbols_score_info":{"ASML":0.9}},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960269897,"gmtCreate":1668176787219,"gmtModify":1676538024748,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9960269897","repostId":"1185570661","repostType":4,"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919209779,"gmtCreate":1663804945592,"gmtModify":1676537338695,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9919209779","repostId":"1155005906","repostType":4,"repost":{"id":"1155005906","kind":"news","pubTimestamp":1663804173,"share":"https://ttm.financial/m/news/1155005906?lang=en_US&edition=fundamental","pubTime":"2022-09-22 07:49","market":"us","language":"zh","title":"Full Text of Fed Resolution review: The Finish Line of Tightening","url":"https://stock-news.laohu8.com/highlight/detail?id=1155005906","media":"华尔街见闻","summary":"终端利率上调至超过4.5%的水平，体现联储持续紧缩的决心。虽然点阵图只是当期的预期而不代表未来的政策，但短期依旧打消了市场对联储快速转向宽松的念头。Mikko的笔记终端利率上调至超过4.5%的水平，体","content":"<p><html><head></head><body>The terminal interest rate was raised to more than 4.5%, reflecting the Fed's determination to continue tightening. Although the dot plot is only the expectation of the current period and does not represent the future policy, it still dispels the market's idea of the Fed's rapid shift to easing in the short term.</p><p><b>Mikko's Notes</b></p><p><ul><li>Terminal interest rate<b>It was raised to a level of more than 4.5%, reflecting the Fed's determination to continue tightening</b>。</p><p></li><li>Although the bitplot is only the expectation of the current period and does not represent the future policy, the short-term<b>Still dispelled the market's idea of the Fed's rapid shift to easing</b>。</p><p></li><li><b>Inflation remains the number one priority</b>, Powell directly stated during the Q&A at the press conference that he still maintains his position in Jackson Hole.</p><p></li><li>Before the mid-term elections,<b>The Federal Reserve handed over an extremely \"politically correct\" economic forecast,</b>Only slightly raised the unemployment forecast, still in mind<b>\"Soft landing\"</b>Anticipation.</p><p></li><li>... Can such a low job market and economic growth sacrifice rate be exchanged for inflation that meets the standard? Judging from the statements of most members, they think that their predictions are highly uncertain,<b>May underestimate the upside risks to the unemployment rate</b>。</p><p></li><li>Reporters who asked questions at the press conference were very concerned about when the Fed would stop its rate hike and turn to loose conditions, but Powell offered a mandarin answer of \"listen to what you say, like listening to what you say\".<b>Avoid and refuse to give clear forward guidance</b>。</p><p></li><li>A reporter asked extremely sarcastically, \"Since you said meeting by meeting, will the next meeting be 75bp?\"<b>The side reflects the poor quality of information at the current press conference and the extremely limited policy communication of the Federal Reserve. I can hardly find any valuable incremental information in the launch conference.</b></p><p></li></ul><b>Market reaction</b></p><p>I found out that the price was wrong that day...</p><p><img src=\"https://static.tigerbbs.com/f751934d89dd7c949d82f41aeeb03317\" tg-width=\"1024\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p><b>Full Statement</b></p><p>Recent indicators point to modest growth in spending and production. Job gains have been robust in recent months, and the unemployment rate has remained low. Inflation mains elevated, reflecting supply and demand imbalances related to the pandemic, higher food and energy prices, and broader price pressures.</p><p>Recent economic indicators suggest modest growth in spending and production. In recent months, job growth has been strong and unemployment has remained low. Inflation remains high, reflecting pandemic-related supply-demand imbalances, rising food and energy prices, and broader price pressures.</p><p>Russia's war against Ukraine is causing tremendous human and economic hardship. The war and related events are creating additional upward pressure on inflation and are weighing on global economic activity. The Committee is highly attentive to inflation risk.</p><p>The Russia-Ukraine conflict is causing huge human and economic difficulties. The war and related events are putting additional upward pressure on inflation and weighing on global economic activity. The Committee places high priority on inflation risks.</p><p>The Committee seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. In support of these goals, the Committee decided to raise the target range for the federal funds rate to 3 to 3-1/4 percent and anticipates that ongoing increases in the target range will be approved. In addition, the Committee will continue reducing its holdings of Treasury securities and agency debt and agency mortgage-backed securities, as described in the Plans for Reducing the Size of the Federal Reserve's Balance Sheet that was issued in May. The Committee is strongly committed to returning inflation to its 2 percent objective.</p><p>The committee seeks to achieve full employment and 2% inflation in the long term. In support of these targets, the Committee decided to increase the target range for Federal Funds rate to 3% to 3.25% (75 basis points) and expects to continue to increase the interest rate range. In addition, the Committee will continue to reduce its holdings of Treasury Bond, agency debt, and MBS, as outlined in the Plan to Reduce the Size of the Federal Reserve's Balance Sheet released in May. The Committee is firmly committed to returning inflation to its target of 2%.</p><p>In assessing the approval stance of monetary policy, the Committee will continue to monitor the implementations of incoming information for the economic outlook. The Committee would be prepared to adjust the stance of monetary policy as approvate if risk emerge that could impede the attachment of the Committee's goals. The Committee's assessments will take into account a wide range of information, including readings on public health, labor market conditions, inflation pressures and inflation expectations, and financial and international development.</p><p>When assessing the appropriate position of monetary policy, the Committee will continue to monitor the impact of new information on the economic outlook. The Committee will be prepared to adjust the stance of monetary policy as appropriate if there are risks that may hinder the achievement of the Committee's objectives. The committee's assessment will consider a wide range of information, including readings on public health, labor market conditions, inflationary pressures and expectations, and financial and international developments.</p><p><b>Economic forecasts</b></p><p><img src=\"https://static.tigerbbs.com/31c73a4dcc5fcf604676bf0eab20256c\" tg-width=\"1024\" tg-height=\"404\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/0b658dae5a3a91751339721e530fdb79\" tg-width=\"1024\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/></p><p>There is great uncertainty in unemployment forecast and the risk of upward adjustment...</p><p><b>Bitmap</b></p><p><img src=\"https://static.tigerbbs.com/99efed7d925872793abdd652a9c8adfc\" tg-width=\"1024\" tg-height=\"680\" referrerpolicy=\"no-referrer\"/></p><p><b>Press conference Q&A</b></p><p>Q1. The Fed will<b>When to Mitigate rate hike</b>, and what factors will be considered when deciding to stop rate hike?</p><p><b>I won't answer your question head-on</b>。 First of all, I want to emphasize that the purpose of the Federal Reserve has not changed since the Jackson Hole meeting. The Fed will keep tightening until inflation subsides. Specifically, in order to bring inflation below 2%, we need 1) economic growth below trend and 2) a balance between supply and demand in the labor market. We have achieved the former, while we still need to work hard on the latter. Therefore, we need to raise the Federal Funds rate to the level of austerity. (About the factors to stop the rate hike) First, we will track whether the economic growth is below the trend, secondly, the labor supply is more balanced, and finally, there is tangible evidence that inflation has dropped to 2%. Regarding interest rate cuts, we will only consider it after inflation has actually dropped to 2%. Q2. How does the Fed consider the effect of (monetary policy) on inflation<b>Time lag?</b></p><p>Monetary policy does have time lag. I think monetary policy transmits financial conditions very quickly, and sometimes financial conditions are ahead of the announcement of monetary policy. Financial conditions can start to affect the real economy very quickly, usually within one to two months. But the transmission of financial conditions to inflation may take some time.<b>We will pay attention to this</b>, which is why I mentioned at the beginning: \"As the monetary stance continues to tighten, we will consider the impact of the overall monetary stance on the economy and inflation, and consider slowing down the rate hike.\" Follow up: Will the Fed always have a linear rate hike, or will it stop rate hike and maintain it for a while to reflect on the impact of monetary policy on the economy?</p><p>It's hard to say what the path of rate hike will be after the Fed. Our aim is to maintain tightening until inflation is over. What you can read from the SEP is the interest rate level that the FOMC governors deem appropriate at this time point, and this will change over time. It is possible that we will keep interest rates at a certain level, but we haven't reached that level yet.<b>I think we have just reached the lower edge of what can be called tightening</b>。 Both the FOMC and my view are that we still need to continue (rate hike). Q3. The unemployment rate for next year in the SEP reached 4.4%. Historically, this level of unemployment has led to a recession.<b>Can this forecast be interpreted as an impossibility of a soft landing by the Fed</b>。 Is it necessary for monetary policy to be so tighter?</p><p>In the SEP, the Federal Reserve predicts a moderate growth in the unemployment rate. This is mainly because the current economic situation is very different from the past. First of all, the number of job vacancies is high compared with the number of job seekers, so unlike in the past, the decline of job vacancies can coexist with a slight increase in unemployment rate. Secondly, long-term inflation expectations are stable. That means it's easier to pull down inflation. Finally, inflation is partly due to supply-side shocks, such as the epidemic, economic unblocking, and the Russia-Ukraine war. At present, there is evidence that the supply shock is showing signs of easing: for example, commodity prices are beginning to fall. We have always thought it was very challenging to return to price stability while achieving a soft landing. We don't know whether rate hike will lead to a recession, which is influenced by many factors.<b>If monetary policy is to be more restrictive for longer, the likelihood of a soft landing is also reduced</b>。 But our aim is to reduce inflation. Follow up: Is the job vacancy rate still an important indicator to consider the labor market</p><p><b>Yes</b>。 The current job vacancy rate is still 2: 1, which is very good ways to measure the tightness of the labor market. The unemployment rate is generally considered the best labor market indicator in other economic cycles. Both have always had value in measuring the labor market Q4. How to determine the terminal interest rate and what factors will be considered. If you want interest rates to be higher than inflation, what is inflation currently?</p><p><b>I think the Fed needs to raise its real policy rate to positive</b>, thereby putting meaningful downward pressure on inflation. We will observe broad financial conditions, such as interest rates, credit spreads, financial credit indexes and so on. We have discussed today's meeting, as well as previous meetings,<b>Need to raise all real interest rates across the interest rate curve to positive values</b>。 This is what SEP predicts. * Q5. You once said that the Federal Reserve's decision-making is a meeting by meeting. Currently looks like the rate hike path is 75 50 25.<b>So will the Fed rate hike 75bp in the next meeting?</b></p><p>The FOMC does make a decision at each meeting, and this time the Fed's decision is 75bp in rate hike. The median rate hike path shown by the SEP is indeed 125bp in rate hike before the end of the year, but the same group of directors believe that 100bp in rate hike is also possible. (As for whether rate hike is 75bp below), we will decide in the next meeting. I can only say that the Fed will reach tightening levels and do so at a very fast rate. Follow up: Why is the Fed insisting on continuing the rate hike despite the risk of recession? Is it because the CPI data shows lack of progress in resolving the inflation problem, or because the labor market is still tight?</p><p>The Fed's expectation is that inflation will fall due to the easing of supply. But while the supply side has eased, inflation has not fallen. Core PCE shows inflation rates of 4.8%, 4.5% and 4.8% at 3-month, 6-month and 12-month annualized rates respectively. This is a good summary of inflation, and it is also the inflation situation we don't want to see. This tells us we need to continue the rate hike until the policy rate reaches what we see fit. * Q6. How do we understand that inflation has not returned to 2% until 2025 in SEP, but the dot plot shows that interest rate cuts will begin in 2024.<b>Does this mean the Fed can tolerate inflation above 2%?</b></p><p>SEP forecasts core inflation of 2.1% and headline inflation of 2.0% in 2025, which is close to the inflation target,<b>But it is higher than 2%</b>。 Follow up: Why didn't this conference have rate hike 100bp?</p><p>In the last press conference and this press conference, I said that the Fed's decisions will be based on aggregate data. The inflation data in July was unexpectedly low, while the inflation data in August was unexpectedly high. We don't want to overreact to a single data point. We talked before that the core rate has been above 4.5% (Q5 Follow up) We don't need to look at more data to know that inflation is already too high. The FOMC will raise the policy rate to a tighter level and maintain it until we are sure that inflation has disappeared. Q7. You have mentioned a possible sale of MBS. Will the current cooling of the real estate market and the rising mortgage interest rate affect the rate of the Fed's shrinking balance sheet on MBS?</p><p>Our original words are that shrinking balance sheet will consider this option when it enters the later stage.<b>But we will not consider it at the moment.</b>Q8. How do you view the problem that global austerity will lead to global economic recession? Will there be international cooperation in this regard?</p><p>Several FOMC colleagues and I have just returned from Basel's meeting on global central banks. We (central banks everywhere) all have our own local goals to accomplish, but at the same time we all keep close contact. We will try our best to take the international economy into account in our forecasts and decisions, but what we do is definitely not perfect. With regard to international cooperation, there is no way to talk about cooperation because there are different interest rate levels and different situations in different places.<b>There is no cooperation between us, but more information sharing and communication.</b>Q9. Why is the economy so strong, and does this mean the Fed needs to set higher terminal rates?</p><p>Yes, the labor market is very strong, but in interest rate sensitive sectors, such as the housing market, we can see the role that rate hike plays: reduced economic activity, downward home prices. Rate hike's interest rate-sensitive consumption, import and export (through exchange rate transmission) all play a role. But again, the economy is very strong, people have savings from COVID-19 accumulation and government transfer payments, and the government has a lot of cash.<b>We believe the economic growth trend is around 1.8%</b>, and the real economy is indeed below trend. Of course, it is possible that the economy will be stronger (than the data suggests), which is a good thing and means that the economy will not suffer a deeper recession. But all we are concerned about is bringing inflation down below 2%. Q10. Is a recession more likely to happen. Is the resulting loss of labor market jobs worth it?</p><p><b>I don't know how likely a recession is</b>。 It is very likely that economic growth will be below the trend for some time, and we are seeing it now. The Fed's expected economic growth this year is 0.2%, which is a very low level, while the expected growth next year is 1.2%, which is also significantly lower than the trend. But this is what we need. People are suffering because of inflation. If we want a stronger labor market, we must first pull down inflation. I also wished there was a lighter way, but there wasn't. So what the Fed needs to do is raise interest rates to tightening levels.<b>Nor have we completely denied the possibility of exchanging less unemployment for lower inflation.</b>Follow up: Because the data is backlooking and monetary policy is lagging, how does the Fed know if the tightening is too drastic?</p><p>It's hard to answer. Q11. How to explain to the public why the labor market must suffer the pain?</p><p>(Che Lulu talks) See the previous FOMC press conferences. Q12. How long will the American people need to experience economic hardship?</p><p>Depends on when inflation goes down. Reiterate why we want to fight inflation. Follow up: What are the financial hardships, such as job losses and rising credit card interest rates.</p><p>Including all these, higher interest rates, slower economic growth and slack labor market will all bring economic suffering, but none of them are as suffering as the suffering caused by persistent inflation. Q13. Existing home sales have declined for the seventh consecutive month, and mortgage interest rates have reached their highest level since 2008. However, demand for loans increased this month, while real estate prices remained stagnant. At the press conference in June, you mentioned that you would reset the real estate market. Can you describe in detail the meaning of \"reset\" and the relevant measures of the Federal Reserve?</p><p>The restart doesn't mean a definitive set of data, just that the U.S. housing market has been through a very hot period. At that time, the purchase price of first-hand house buyers was often 10% higher than the initial bid, and the supply and demand were seriously out of balance, and the price rose too fast. The current slowdown in housing price increases will help housing prices reach a level that is more consistent with other real estate fundamentals such as rents. In the long run, we hope that supply and demand can be balanced-housing prices can rise at a reasonable rate and people can afford houses again. Therefore, I think we need an \"correction\" to achieve this state. In the long run, there are also some problems in the real estate market. For example, it is difficult to find land close to the city now, and it is more difficult for real estate developers to buy land, building materials and workers. But from the perspective of business cycle, this difficulty will help the real estate market reach a better state. Follow up: Will the rate of housing cost price inflation drop?</p><p><b>I think housing cost price inflation will still stay high</b>。 We want it to go down, but not sure when it will happen. We can only make two preparations, and assume that housing costs will remain high. Q14.4. 6% What degree of tightening is?</p><p>If we reach this level, and it is likely, in order to calculate the degree of austerity, we will subtract some kind of inflation predictor from it, and this level should be positive, probably around 1%. I don't know exactly what it will be, but it must be significantly higher than 0. I would also say that the actual rate hike path and forecast of the Federal Reserve may be different, but it must be enough to restore price stability.</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>Full Text of Fed Resolution review: The Finish Line of Tightening</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\">\nFull Text of Fed Resolution review: The Finish Line of Tightening\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\">2022-09-22 07:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The terminal interest rate was raised to more than 4.5%, reflecting the Fed's determination to continue tightening. Although the dot plot is only the expectation of the current period and does not represent the future policy, it still dispels the market's idea of the Fed's rapid shift to easing in the short term.</p><p><b>Mikko's Notes</b></p><p><ul><li>Terminal interest rate<b>It was raised to a level of more than 4.5%, reflecting the Fed's determination to continue tightening</b>。</p><p></li><li>Although the bitplot is only the expectation of the current period and does not represent the future policy, the short-term<b>Still dispelled the market's idea of the Fed's rapid shift to easing</b>。</p><p></li><li><b>Inflation remains the number one priority</b>, Powell directly stated during the Q&A at the press conference that he still maintains his position in Jackson Hole.</p><p></li><li>Before the mid-term elections,<b>The Federal Reserve handed over an extremely \"politically correct\" economic forecast,</b>Only slightly raised the unemployment forecast, still in mind<b>\"Soft landing\"</b>Anticipation.</p><p></li><li>... Can such a low job market and economic growth sacrifice rate be exchanged for inflation that meets the standard? Judging from the statements of most members, they think that their predictions are highly uncertain,<b>May underestimate the upside risks to the unemployment rate</b>。</p><p></li><li>Reporters who asked questions at the press conference were very concerned about when the Fed would stop its rate hike and turn to loose conditions, but Powell offered a mandarin answer of \"listen to what you say, like listening to what you say\".<b>Avoid and refuse to give clear forward guidance</b>。</p><p></li><li>A reporter asked extremely sarcastically, \"Since you said meeting by meeting, will the next meeting be 75bp?\"<b>The side reflects the poor quality of information at the current press conference and the extremely limited policy communication of the Federal Reserve. I can hardly find any valuable incremental information in the launch conference.</b></p><p></li></ul><b>Market reaction</b></p><p>I found out that the price was wrong that day...</p><p><img src=\"https://static.tigerbbs.com/f751934d89dd7c949d82f41aeeb03317\" tg-width=\"1024\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p><b>Full Statement</b></p><p>Recent indicators point to modest growth in spending and production. Job gains have been robust in recent months, and the unemployment rate has remained low. Inflation mains elevated, reflecting supply and demand imbalances related to the pandemic, higher food and energy prices, and broader price pressures.</p><p>Recent economic indicators suggest modest growth in spending and production. In recent months, job growth has been strong and unemployment has remained low. Inflation remains high, reflecting pandemic-related supply-demand imbalances, rising food and energy prices, and broader price pressures.</p><p>Russia's war against Ukraine is causing tremendous human and economic hardship. The war and related events are creating additional upward pressure on inflation and are weighing on global economic activity. The Committee is highly attentive to inflation risk.</p><p>The Russia-Ukraine conflict is causing huge human and economic difficulties. The war and related events are putting additional upward pressure on inflation and weighing on global economic activity. The Committee places high priority on inflation risks.</p><p>The Committee seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. In support of these goals, the Committee decided to raise the target range for the federal funds rate to 3 to 3-1/4 percent and anticipates that ongoing increases in the target range will be approved. In addition, the Committee will continue reducing its holdings of Treasury securities and agency debt and agency mortgage-backed securities, as described in the Plans for Reducing the Size of the Federal Reserve's Balance Sheet that was issued in May. The Committee is strongly committed to returning inflation to its 2 percent objective.</p><p>The committee seeks to achieve full employment and 2% inflation in the long term. In support of these targets, the Committee decided to increase the target range for Federal Funds rate to 3% to 3.25% (75 basis points) and expects to continue to increase the interest rate range. In addition, the Committee will continue to reduce its holdings of Treasury Bond, agency debt, and MBS, as outlined in the Plan to Reduce the Size of the Federal Reserve's Balance Sheet released in May. The Committee is firmly committed to returning inflation to its target of 2%.</p><p>In assessing the approval stance of monetary policy, the Committee will continue to monitor the implementations of incoming information for the economic outlook. The Committee would be prepared to adjust the stance of monetary policy as approvate if risk emerge that could impede the attachment of the Committee's goals. The Committee's assessments will take into account a wide range of information, including readings on public health, labor market conditions, inflation pressures and inflation expectations, and financial and international development.</p><p>When assessing the appropriate position of monetary policy, the Committee will continue to monitor the impact of new information on the economic outlook. The Committee will be prepared to adjust the stance of monetary policy as appropriate if there are risks that may hinder the achievement of the Committee's objectives. The committee's assessment will consider a wide range of information, including readings on public health, labor market conditions, inflationary pressures and expectations, and financial and international developments.</p><p><b>Economic forecasts</b></p><p><img src=\"https://static.tigerbbs.com/31c73a4dcc5fcf604676bf0eab20256c\" tg-width=\"1024\" tg-height=\"404\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/0b658dae5a3a91751339721e530fdb79\" tg-width=\"1024\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/></p><p>There is great uncertainty in unemployment forecast and the risk of upward adjustment...</p><p><b>Bitmap</b></p><p><img src=\"https://static.tigerbbs.com/99efed7d925872793abdd652a9c8adfc\" tg-width=\"1024\" tg-height=\"680\" referrerpolicy=\"no-referrer\"/></p><p><b>Press conference Q&A</b></p><p>Q1. The Fed will<b>When to Mitigate rate hike</b>, and what factors will be considered when deciding to stop rate hike?</p><p><b>I won't answer your question head-on</b>。 First of all, I want to emphasize that the purpose of the Federal Reserve has not changed since the Jackson Hole meeting. The Fed will keep tightening until inflation subsides. Specifically, in order to bring inflation below 2%, we need 1) economic growth below trend and 2) a balance between supply and demand in the labor market. We have achieved the former, while we still need to work hard on the latter. Therefore, we need to raise the Federal Funds rate to the level of austerity. (About the factors to stop the rate hike) First, we will track whether the economic growth is below the trend, secondly, the labor supply is more balanced, and finally, there is tangible evidence that inflation has dropped to 2%. Regarding interest rate cuts, we will only consider it after inflation has actually dropped to 2%. Q2. How does the Fed consider the effect of (monetary policy) on inflation<b>Time lag?</b></p><p>Monetary policy does have time lag. I think monetary policy transmits financial conditions very quickly, and sometimes financial conditions are ahead of the announcement of monetary policy. Financial conditions can start to affect the real economy very quickly, usually within one to two months. But the transmission of financial conditions to inflation may take some time.<b>We will pay attention to this</b>, which is why I mentioned at the beginning: \"As the monetary stance continues to tighten, we will consider the impact of the overall monetary stance on the economy and inflation, and consider slowing down the rate hike.\" Follow up: Will the Fed always have a linear rate hike, or will it stop rate hike and maintain it for a while to reflect on the impact of monetary policy on the economy?</p><p>It's hard to say what the path of rate hike will be after the Fed. Our aim is to maintain tightening until inflation is over. What you can read from the SEP is the interest rate level that the FOMC governors deem appropriate at this time point, and this will change over time. It is possible that we will keep interest rates at a certain level, but we haven't reached that level yet.<b>I think we have just reached the lower edge of what can be called tightening</b>。 Both the FOMC and my view are that we still need to continue (rate hike). Q3. The unemployment rate for next year in the SEP reached 4.4%. Historically, this level of unemployment has led to a recession.<b>Can this forecast be interpreted as an impossibility of a soft landing by the Fed</b>。 Is it necessary for monetary policy to be so tighter?</p><p>In the SEP, the Federal Reserve predicts a moderate growth in the unemployment rate. This is mainly because the current economic situation is very different from the past. First of all, the number of job vacancies is high compared with the number of job seekers, so unlike in the past, the decline of job vacancies can coexist with a slight increase in unemployment rate. Secondly, long-term inflation expectations are stable. That means it's easier to pull down inflation. Finally, inflation is partly due to supply-side shocks, such as the epidemic, economic unblocking, and the Russia-Ukraine war. At present, there is evidence that the supply shock is showing signs of easing: for example, commodity prices are beginning to fall. We have always thought it was very challenging to return to price stability while achieving a soft landing. We don't know whether rate hike will lead to a recession, which is influenced by many factors.<b>If monetary policy is to be more restrictive for longer, the likelihood of a soft landing is also reduced</b>。 But our aim is to reduce inflation. Follow up: Is the job vacancy rate still an important indicator to consider the labor market</p><p><b>Yes</b>。 The current job vacancy rate is still 2: 1, which is very good ways to measure the tightness of the labor market. The unemployment rate is generally considered the best labor market indicator in other economic cycles. Both have always had value in measuring the labor market Q4. How to determine the terminal interest rate and what factors will be considered. If you want interest rates to be higher than inflation, what is inflation currently?</p><p><b>I think the Fed needs to raise its real policy rate to positive</b>, thereby putting meaningful downward pressure on inflation. We will observe broad financial conditions, such as interest rates, credit spreads, financial credit indexes and so on. We have discussed today's meeting, as well as previous meetings,<b>Need to raise all real interest rates across the interest rate curve to positive values</b>。 This is what SEP predicts. * Q5. You once said that the Federal Reserve's decision-making is a meeting by meeting. Currently looks like the rate hike path is 75 50 25.<b>So will the Fed rate hike 75bp in the next meeting?</b></p><p>The FOMC does make a decision at each meeting, and this time the Fed's decision is 75bp in rate hike. The median rate hike path shown by the SEP is indeed 125bp in rate hike before the end of the year, but the same group of directors believe that 100bp in rate hike is also possible. (As for whether rate hike is 75bp below), we will decide in the next meeting. I can only say that the Fed will reach tightening levels and do so at a very fast rate. Follow up: Why is the Fed insisting on continuing the rate hike despite the risk of recession? Is it because the CPI data shows lack of progress in resolving the inflation problem, or because the labor market is still tight?</p><p>The Fed's expectation is that inflation will fall due to the easing of supply. But while the supply side has eased, inflation has not fallen. Core PCE shows inflation rates of 4.8%, 4.5% and 4.8% at 3-month, 6-month and 12-month annualized rates respectively. This is a good summary of inflation, and it is also the inflation situation we don't want to see. This tells us we need to continue the rate hike until the policy rate reaches what we see fit. * Q6. How do we understand that inflation has not returned to 2% until 2025 in SEP, but the dot plot shows that interest rate cuts will begin in 2024.<b>Does this mean the Fed can tolerate inflation above 2%?</b></p><p>SEP forecasts core inflation of 2.1% and headline inflation of 2.0% in 2025, which is close to the inflation target,<b>But it is higher than 2%</b>。 Follow up: Why didn't this conference have rate hike 100bp?</p><p>In the last press conference and this press conference, I said that the Fed's decisions will be based on aggregate data. The inflation data in July was unexpectedly low, while the inflation data in August was unexpectedly high. We don't want to overreact to a single data point. We talked before that the core rate has been above 4.5% (Q5 Follow up) We don't need to look at more data to know that inflation is already too high. The FOMC will raise the policy rate to a tighter level and maintain it until we are sure that inflation has disappeared. Q7. You have mentioned a possible sale of MBS. Will the current cooling of the real estate market and the rising mortgage interest rate affect the rate of the Fed's shrinking balance sheet on MBS?</p><p>Our original words are that shrinking balance sheet will consider this option when it enters the later stage.<b>But we will not consider it at the moment.</b>Q8. How do you view the problem that global austerity will lead to global economic recession? Will there be international cooperation in this regard?</p><p>Several FOMC colleagues and I have just returned from Basel's meeting on global central banks. We (central banks everywhere) all have our own local goals to accomplish, but at the same time we all keep close contact. We will try our best to take the international economy into account in our forecasts and decisions, but what we do is definitely not perfect. With regard to international cooperation, there is no way to talk about cooperation because there are different interest rate levels and different situations in different places.<b>There is no cooperation between us, but more information sharing and communication.</b>Q9. Why is the economy so strong, and does this mean the Fed needs to set higher terminal rates?</p><p>Yes, the labor market is very strong, but in interest rate sensitive sectors, such as the housing market, we can see the role that rate hike plays: reduced economic activity, downward home prices. Rate hike's interest rate-sensitive consumption, import and export (through exchange rate transmission) all play a role. But again, the economy is very strong, people have savings from COVID-19 accumulation and government transfer payments, and the government has a lot of cash.<b>We believe the economic growth trend is around 1.8%</b>, and the real economy is indeed below trend. Of course, it is possible that the economy will be stronger (than the data suggests), which is a good thing and means that the economy will not suffer a deeper recession. But all we are concerned about is bringing inflation down below 2%. Q10. Is a recession more likely to happen. Is the resulting loss of labor market jobs worth it?</p><p><b>I don't know how likely a recession is</b>。 It is very likely that economic growth will be below the trend for some time, and we are seeing it now. The Fed's expected economic growth this year is 0.2%, which is a very low level, while the expected growth next year is 1.2%, which is also significantly lower than the trend. But this is what we need. People are suffering because of inflation. If we want a stronger labor market, we must first pull down inflation. I also wished there was a lighter way, but there wasn't. So what the Fed needs to do is raise interest rates to tightening levels.<b>Nor have we completely denied the possibility of exchanging less unemployment for lower inflation.</b>Follow up: Because the data is backlooking and monetary policy is lagging, how does the Fed know if the tightening is too drastic?</p><p>It's hard to answer. Q11. How to explain to the public why the labor market must suffer the pain?</p><p>(Che Lulu talks) See the previous FOMC press conferences. Q12. How long will the American people need to experience economic hardship?</p><p>Depends on when inflation goes down. Reiterate why we want to fight inflation. Follow up: What are the financial hardships, such as job losses and rising credit card interest rates.</p><p>Including all these, higher interest rates, slower economic growth and slack labor market will all bring economic suffering, but none of them are as suffering as the suffering caused by persistent inflation. Q13. Existing home sales have declined for the seventh consecutive month, and mortgage interest rates have reached their highest level since 2008. However, demand for loans increased this month, while real estate prices remained stagnant. At the press conference in June, you mentioned that you would reset the real estate market. Can you describe in detail the meaning of \"reset\" and the relevant measures of the Federal Reserve?</p><p>The restart doesn't mean a definitive set of data, just that the U.S. housing market has been through a very hot period. At that time, the purchase price of first-hand house buyers was often 10% higher than the initial bid, and the supply and demand were seriously out of balance, and the price rose too fast. The current slowdown in housing price increases will help housing prices reach a level that is more consistent with other real estate fundamentals such as rents. In the long run, we hope that supply and demand can be balanced-housing prices can rise at a reasonable rate and people can afford houses again. Therefore, I think we need an \"correction\" to achieve this state. In the long run, there are also some problems in the real estate market. For example, it is difficult to find land close to the city now, and it is more difficult for real estate developers to buy land, building materials and workers. But from the perspective of business cycle, this difficulty will help the real estate market reach a better state. Follow up: Will the rate of housing cost price inflation drop?</p><p><b>I think housing cost price inflation will still stay high</b>。 We want it to go down, but not sure when it will happen. We can only make two preparations, and assume that housing costs will remain high. Q14.4. 6% What degree of tightening is?</p><p>If we reach this level, and it is likely, in order to calculate the degree of austerity, we will subtract some kind of inflation predictor from it, and this level should be positive, probably around 1%. I don't know exactly what it will be, but it must be significantly higher than 0. I would also say that the actual rate hike path and forecast of the Federal Reserve may be different, but it must be enough to restore price stability.</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3670882\">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/e09a7b30204158feaaaf0f4efc19f31f","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3670882","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155005906","content_text":"终端利率上调至超过4.5%的水平，体现联储持续紧缩的决心。虽然点阵图只是当期的预期而不代表未来的政策，但短期依旧打消了市场对联储快速转向宽松的念头。Mikko的笔记终端利率上调至超过4.5%的水平，体现联储持续紧缩的决心。虽然点阵图只是当期的预期而不代表未来的政策，但短期依旧打消了市场对联储快速转向宽松的念头。通胀仍然是第一要务，鲍威尔发布会问答时直接表态目前依然维持自己在杰克逊霍尔时的立场。在中期选举以前，联储交出了一份极为“政治正确”的经济预测，仅小幅上调了失业预测，仍然心怀“软着陆”预期。……如此低的就业市场和经济增长牺牲率就能换到达标的通胀水平吗？从多数委员的表态来看，他们认为自己的预测有很大的不确定性，或有可能低估了失业率的上行风险。发布会提问的记者非常关注联储何时停止加息以及转向宽松的条件，但鲍威尔祭出了“听君一席话，如听一席话”式的官话回答，回避并拒绝给出明确的前瞻指引。一位记者极为讽刺地问了“既然你说meeting by meeting，那下一个meeting是不是75bp？”的问题，侧面反映了当前发布会信息量的低劣质量以及联储极为受限的政策沟通。我几乎无法在发布会中找到什么有价值的增量信息。市场反应当天就发现涨错了……声明全文Recent indicators point to modest growth in spending and production. Job gains have been robust in recent months, and the unemployment rate has remained low. Inflation remains elevated, reflecting supply and demand imbalances related to the pandemic, higher food and energy prices, and broader price pressures.最近的经济指标表明支出和生产温和增长。近几个月来，就业增长强劲，失业率一直保持在低位。通货膨胀率仍然居高不下，反映出与疫情有关的供需失衡、粮食和能源价格上涨以及更广泛的价格压力。Russia's war against Ukraine is causing tremendous human and economic hardship. The war and related events are creating additional upward pressure on inflation and are weighing on global economic activity. The Committee is highly attentive to inflation risks.俄乌冲突正在造成巨大的人类和经济困难。战争和相关事件正在给通货膨胀带来额外的上行压力，并给全球经济活动带来了压力。委员会高度重视通货膨胀风险。The Committee seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. In support of these goals, the Committee decided to raise the target range for the federal funds rate to 3 to 3-1/4 percent and anticipates that ongoing increases in the target range will be appropriate. In addition, the Committee will continue reducing its holdings of Treasury securities and agency debt and agency mortgage-backed securities, as described in the Plans for Reducing the Size of the Federal Reserve's Balance Sheet that were issued in May. The Committee is strongly committed to returning inflation to its 2 percent objective.委员会寻求在长期实现充分就业和2%的通货膨胀率。为了支持这些目标，委员会决定将联邦基金利率的目标区间范围提高到3%至3.25%（75个基点），并预计将继续提高利率区间。此外，委员会将继续减少其持有的国债、机构债务和MBS，如5月份发布的《缩减美联储资产负债表规模的计划》所述。委员会坚定地致力于将通胀率恢复到2%的目标。In assessing the appropriate stance of monetary policy, the Committee will continue to monitor the implications of incoming information for the economic outlook. The Committee would be prepared to adjust the stance of monetary policy as appropriate if risks emerge that could impede the attainment of the Committee's goals. The Committee's assessments will take into account a wide range of information, including readings on public health, labor market conditions, inflation pressures and inflation expectations, and financial and international developments.在评估货币政策的适当立场时，委员会将继续监测新进信息对经济前景的影响。如果出现可能阻碍实现委员会目标的风险，委员会将准备酌情调整货币政策的立场。委员会的评估将考虑广泛的信息，包括公共卫生、劳动力市场状况、通胀压力和通胀预期以及金融和国际发展的读数。经济预测失业预测有极大不确定性与上调风险……点阵图发布会Q&AQ1. 美联储将何时减缓加息，并在决定停止加息时会考虑哪些因素？我不会正面回答你的问题。（车轱辘话）首先我要强调美联储的宗旨自Jackson Hole会议以来没有变化。美联储会保持紧缩直至通胀消弭。具体来说，为了将通胀降至2%以下，我们需要1）经济增长低于趋势，2）劳动力市场供需平衡。前者我们已经达到，而后者我们仍需努力。因此我们需要将联邦基金利率提升至紧缩的水平。（关于停止加息的因素）首先我们会跟踪经济增长是否在趋势之下，其次劳动力供给更加平衡，最后有切实证据表明通胀降低至2%。关于降息，我们只有在通胀切实降低至2%后才会考虑。Q2.美联储如何考虑（货币政策）对于通胀效果的时滞性？货币政策的确有时滞性。我认为货币政策对金融状况的传导十分迅速，有时金融状况还会领先货币政策的公布。金融状况会很快开始影响实体经济，通常在一到两个月之内。但是金融状况对通胀的传导可能需要一定时间。我们会注意这一点，这也是为什么在开场时我提到：“随着货币立场继续收紧，我们会考虑整体货币立场对经济与通胀的影响，并考虑减缓加息。”Follow up：美联储会一直线性加息，还是会停止加息并保持一段时间，以反思货币政策对经济的影响？很难说美联储之后的加息路径如何。（车轱辘话）我们的宗旨是保持紧缩直至通胀消弭。从SEP中你可以读到的是FOMC理事们在这个时间节点认为合适的利率水平，而这会随时间变化而变化。我们有可能会维持利率在某一水平，但我们目前还没有达到该水平。我认为我们目前刚刚达到能称之紧缩水平的下沿。FOMC与我的观点都是我们还需要继续（加息）。Q3.SEP中明年的失业率达到了4.4%。历史上来说这一水平的失业率都会导致经济衰退。是否可以把这一预测理解为美联储不可能达成软着陆。货币政策是否有必要如此紧缩？SEP中，美联储预测失业率会有适中（moderate）的增长。这主要是目前的经济状况与过去迥异。首先岗位空缺相较求职者数量很高，因此与过去不同，岗位空缺的下降可以与失业率小幅上升并存。其次长期通胀预期稳定。这意味着拉低通胀更加轻松。最后，通胀部分是由于供给侧冲击，比如疫情、经济解封以及俄乌战争。而目前有证据表明供给冲击有缓解的迹象：比如商品价格开始下降。我们一直认为恢复价格稳定的同时达成软着陆非常具有挑战性。我们不知道加息是否会导致经济衰退，受多种因素影响。如果货币政策要紧缩更久（more restrictive for longer），软着陆的可能也会降低。但是我们的宗旨是降低通胀。Follow up：职位空缺率是否仍是考虑劳动力市场的重要指标是的。目前职位空缺率仍是2：1，是衡量劳动力市场松紧度非常好的指标（very good ways）。在其他经济周期中失业率一般被认为是最好的劳动力市场指标。两者在衡量劳动力市场方面一直具有价值（have value）Q4.如何决定终端利率，会考虑哪些因素。如果希望利率高于通胀，目前通胀是多少？我认为美联储需要将实际政策利率提升到正值，从而对通胀产生有意义的拉低压力。我们会观察广义金融状况，比如利率，信用利差，金融信用指数等等。我们今天的会议，以及之前的会议都讨论过，需要将整个利率曲线的所有实际利率都提升至正值。SEP所预测的即是如此。*Q5.您曾说美联储的决策是一会一决策（meeting by meeting）。目前看起来加息路径是75 50 25。那么在下一场会议中美联储会加息75bp嘛？FOMC的确在每场会议做一个决策，本次美联储的决策即加息75bp。SEP显示的加息路径中值的确是年底前再加息125bp，但同样一群理事认为再加息100bp也是可能的。（至于下面是否加息75bp），我们会在下一场会议中决定。我只能说美联储会达到紧缩水平，并以很快的速率达成。Follow up：为什么美联储不顾衰退风险，坚持继续加息（frontload），是由于CPI数据显示通胀问题的解决进度堪忧（lack of progress），还是因为劳动力市场仍然紧张？美联储的预期是由于供给的缓和，通胀会下降。但是虽然供给端有所缓解，但通胀没有下降。核心PCE显示按3个月，6个月以及12个月的年化率，通胀率分别为4.8%，4.5%与4.8%。这是对通胀很好的总结，也是我们不希望看见的通胀情况。这告诉我们需要继续加息，直到政策利率达到我们认为合适的水平。*Q6.我们如何理解在SEP中通胀直到2025仍未返回2%，但点阵图显示2024年就会开始降息。这是否意味着美联储可以容忍高于2%的通胀率？SEP预测的2025年核心通胀为2.1%，总体通胀为2.0%，与通胀目标相差无几，但确实高于2%。Follow up：为什么这次会议没有加息100bp？在上次与这次新闻发布会中，我都说过美联储的决策将基于总体的数据。在7月通胀的数据出乎意料地低，而8月的通胀数据则出乎意料地高。我们不希望对单个数据点做过激反应。我们之前讲过核心利率一直高于4.5%（Q5 Follow up）我们不需要看更多数据就知道通胀已经太高了。而FOMC将提升政策利率至紧缩水平并维持，直至我们确信通胀已经消弭。Q7.你曾提到可能会出售MBS。当前房地产市场降温、按揭贷款利率上行的情况是否会影响美联储在MBS方面缩表的速率？我们的原话是缩表进入后期后会考虑这一选项，但是目前我们不会考虑。Q8.如何看待全球紧缩会导致全球经济衰退的问题。在这方面是否会有国际合作？我与FOMC几位同事刚刚从Basel关于全球央行的会议回来。我们（各地央行）都有各自的本土目标需要完成，但同时都保持着密切的联系。我们做的预测与决策会尽量将国际经济纳入考量范围，但我们做的一定不够完美。关于国际合作，由于各地有不同的利率水平，情况不同，合作无从谈起。我们没有合作，更多是信息共享与交流。Q9.为什么经济这么强劲，这是否意味着美联储需要设定更高的终端利率？是的，劳动力市场非常强劲，但在利率敏感的行业，如房地产市场，我们可以看到加息发挥的作用：经济活动减少，房价下行。加息对于利率敏感的消费，进出口（通过汇率传导）都有所作用。但是同样，经济十分强劲，人们有来自新冠积累以及政府转移支付的储蓄，政府现金很多。我们认为的经济增长趋势在1.8%左右，而实际经济的确低于趋势。当然有可能经济（比数据显示的）更加强劲，这是好事，意味着经济不会遭受更严重的衰退。但是我们关注的只有将通胀拉低至低于2%。Q10.衰退是否更有可能发生了。因此导致的劳动力市场工作流失是否值得？我不知道衰退的可能性几何。非常可能的是经济增长在一段时间内会在趋势之下，而我们现在也看到了。美联储预期的今年经济增长为0.2%，是很低的水平，而明年预期的增长为1.2%，也显著低于趋势。但是这是我们需要的。人们正因为通胀而遭受苦难。如果我们想要一个更强劲的劳动力市场，必须先拉低通胀。我也希望有更加轻松的方式，但没有。所以美联储需要做的是提升利率至紧缩水平。我们也还没有完全否定以较少的失业率上升换取通胀的下降的可能性。Follow up：由于数据后视，而货币政策也有时滞，美联储如何知道紧缩是否过激？很难回答。Q11.如何向公众解释为什么劳动力市场必须遭受苦难（suffer the pain）？（车轱辘话）见前几次FOMC新闻发布会。Q12.美国人民需要经历多长时间的经济苦难？取决于通胀什么时候下降。重申为什么要抗击通胀。Follow up：有哪些经济上的苦难，比如工作流失，信用卡利率上升。包含所有这些，更高的利率，经济增长减缓，劳动力市场松弛都会带来经济上的苦难，但都不及通胀久居不下所带来的苦难。Q13.成屋销售已经第7个月连续下降，按揭贷款利率也达到了自2008年以来的高点。然而本月贷款需求增加，而房地产价格仍然久居不下。在6月份的新闻发布会中您提到要重启（reset）房地产市场，是否可以详细描述“重启”的含义，以及美联储相关的措施。重启并不是指一套明确的数据，只是说美国房地产市场经历了一段非常火热的时期。那时一手房购房者的购买价常常比开始的出价高10%，供需严重失衡，价格上涨过快。目前房屋价格上涨的减缓会帮助房屋价格达到一个与租金等其他房地产基本面更加相符的水平。长期来说，我们希望供需能够平衡——房屋价格可以以合理的速率上升，人们也可以再次买得起房。因此我认为我们需要一个“调整”（correction）来达到这一状态。长期来说房地产市场也有一些问题，比如现在很难找到离城市近的土地，房产商也更难买到土地、建房材料以及工人。但从商业周期的角度，这种困难会帮助房地产市场达到一个更好的状态。Follow up：住房成本价格通胀率是否会下降？我认为住房成本价格通胀率仍然会保持高位。我们希望它下降，但是不确定何时会发生。我们只能做两手准备，对于住房成本假设它会保持在高位。Q14.4.6%是何种紧缩程度？如果我们达到了这一水平，而这是可能的（likely），为了计算紧缩程度，我们会将其减去某种通胀的预测指标，而这一水平应当为正，并可能大概在1%左右。我也不知道具体会是多少，但一定是大幅高于0的。我还要说的是美联储的实际加息路径和预测可能会不同，但一定足以恢复价格稳定。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940862547,"gmtCreate":1677816047789,"gmtModify":1677816051867,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940862547","repostId":"2316972069","repostType":4,"isVote":1,"tweetType":1,"viewCount":753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954465019,"gmtCreate":1676558776231,"gmtModify":1676558780950,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954465019","repostId":"1127297371","repostType":4,"repost":{"id":"1127297371","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":1676557810,"share":"https://ttm.financial/m/news/1127297371?lang=en_US&edition=fundamental","pubTime":"2023-02-16 22:30","market":"us","language":"zh","title":"Opening | U.S. stocks collectively open low, Chinese concept stocks improved at the beginning of the session, JD.com rose more than 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1127297371","media":"老虎资讯综合","summary":"道琼斯指数开盘下跌292.19点，跌幅0.86%，报33835.86点。","content":"<p><html><head></head><body>On February 16 (Thursday), the Dow Jones index opened down 292.19 points, or 0.86%, to 33,835.86 points; The S&P 500 index opened down 48.30 points, or 1.16%, to 4099.30 points; The Nasdaq Composite Index opened down 171.79 points, or 1.42%, to 11898.80 points.</p><p><img src=\"https://static.tigerbbs.com/464005e6a0d44f0f1c0e4ad505903123\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Some popular Chinese concept stocks opened higher,<b>Autohome rose 3%, and Q4 net profit increased by 121.8% year-on-year to 594 million yuan.</b>JD.com rose more than 3%, NetEase and Bilibili rose more than 2%, and New Oriental and Pinduoduo rose 1%.</p><p><img src=\"https://static.tigerbbs.com/773e28dd33cc8a9c249db3be472f2755\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>ROKU opened sharply higher and rose 9%, Q4 revenue of US $867 million exceeded expectations, and active accounts increased by 16% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/94a39ef573edfc68a0143e10801cbbb1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Tesla fell 1.5%. According to people familiar with the matter, electric car maker Tesla has sold out its Model Y in the United States this quarter, and the delivery time is scheduled for April.</p><p>Cisco rose nearly 4%, and its revenue in the second fiscal quarter increased by 7% year-on-year to US $13.6 billion. It is expected that its revenue this fiscal year will increase by 9%-10.5% year-on-year.</p><p>Athenex Pharmaceuticals rose 4.5% after announcing a reverse stock split.</p><p>Shopify fell 14%, with a net loss of US $620 million in Q4, an increase of 68% year-on-year.</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 | U.S. stocks collectively open low, Chinese concept stocks improved at the beginning of the session, JD.com rose more than 3%</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 | U.S. stocks collectively open low, Chinese concept stocks improved at the beginning of the session, JD.com rose more than 3%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-02-16 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On February 16 (Thursday), the Dow Jones index opened down 292.19 points, or 0.86%, to 33,835.86 points; The S&P 500 index opened down 48.30 points, or 1.16%, to 4099.30 points; The Nasdaq Composite Index opened down 171.79 points, or 1.42%, to 11898.80 points.</p><p><img src=\"https://static.tigerbbs.com/464005e6a0d44f0f1c0e4ad505903123\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Some popular Chinese concept stocks opened higher,<b>Autohome rose 3%, and Q4 net profit increased by 121.8% year-on-year to 594 million yuan.</b>JD.com rose more than 3%, NetEase and Bilibili rose more than 2%, and New Oriental and Pinduoduo rose 1%.</p><p><img src=\"https://static.tigerbbs.com/773e28dd33cc8a9c249db3be472f2755\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>ROKU opened sharply higher and rose 9%, Q4 revenue of US $867 million exceeded expectations, and active accounts increased by 16% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/94a39ef573edfc68a0143e10801cbbb1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Tesla fell 1.5%. According to people familiar with the matter, electric car maker Tesla has sold out its Model Y in the United States this quarter, and the delivery time is scheduled for April.</p><p>Cisco rose nearly 4%, and its revenue in the second fiscal quarter increased by 7% year-on-year to US $13.6 billion. It is expected that its revenue this fiscal year will increase by 9%-10.5% year-on-year.</p><p>Athenex Pharmaceuticals rose 4.5% after announcing a reverse stock split.</p><p>Shopify fell 14%, with a net loss of US $620 million in Q4, an increase of 68% year-on-year.</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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127297371","content_text":"2月16日（周四），道琼斯指数开盘下跌292.19点，跌幅0.86%，报33835.86点；标普500指数开盘下跌48.30点，跌幅1.16%，报4099.30点；纳斯达克综合指数开盘下跌171.79点，跌幅1.42%，报11898.80点。部分热门中概股开盘走高，汽车之家涨3%，Q4净利润同比增长121.8%至5.94亿元。京东涨超3%，网易、哔哩哔哩涨超2%，新东方、拼多多涨1%。ROKU大幅高开涨9%，Q4营收8.67亿美元超预期，活跃账户同比增长16%。特斯拉跌1.5%。据知情人士透露，电动汽车制造商特斯拉本季度在美国的Model Y已经售罄，交付时间已排到4月。思科涨近4%，第二财季营收同比增长7%至136亿美元，预计本财年营收同比增9%-10.5%。Athenex制药涨4.5%，此前宣布反向股票分割。Shopify跌14%，Q4净亏损6.2亿美元，同比扩大68%。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}