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2023-06-18

[微笑]

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

2023-05-20

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

2023-05-19

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2023-05-14

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2023-05-04

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

2023-05-03

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Pre-market | The Federal Reserve's interest rate drama unfolds tonight, potentially ushering in its final rate hike! Estée Lauder's financial report disappointed, causing a 15% drop.

2023-04-30

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

2023-04-29

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

2023-04-28

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

2023-04-27

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Is inflation stealing the spotlight? The market's focus has quietly shifted!

2023-04-25

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2023-04-22

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

2023-04-20

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

2023-04-19

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2023-04-18

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

2023-04-17

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

2023-04-16

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Don't miss this bull market.

2023-04-15

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A key step in Musk's "Mars program": SpaceX "Starship" test launch next week

2023-04-14

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

2023-04-13

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US stocks have rebounded, and the dollar has also fallen back.","url":"https://stock-news.laohu8.com/highlight/detail?id=1156309203","media":"华尔街见闻","summary":"“四十年来最激进加息周期”如同没有发生！","content":"<p><html><head></head><body>Looking back at the moment when the Federal Reserve paused rate hike in June, we can see a remarkable scene: the performance of the US stock market and the US dollar has remained almost unchanged compared to when the rate hike cycle began in early 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/083e237d5166eb06a4af3db441f84982\" tg-width=\"640\" tg-height=\"356\"/></p><p><h2 style=\"text-align: start;\">The market index traveled back to 15 months ago.</h2><p style=\"text-align: justify;\">By the close of trading on Friday, the S&P 500 had posted its fifth consecutive week of gains, closing at 4,409 points. When the Federal Reserve began its current rate hike cycle 15 months ago, the S&P 500 closed at 4358 points. The current S&P 500 index is higher than it was during the first rate hike on March 16, 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7359049e4467a9f0aff05065fa3d2\" tg-width=\"640\" tg-height=\"1415\"/></p><p><p style=\"text-align: justify;\"><strong>Generally speaking, the Federal Reserve's rate hike tightening of liquidity, while not a direct factor leading to a bear market, can also lead to a correction in the overall market.</strong>The sharp correction in the US stock market, especially technology stocks, in 2022 can confirm this. Following the spring rate hike, U.S. stocks were sold off and plunged into a bear market due to high inflation and rising borrowing costs, and recession predictions spread throughout the market.</p><p><p style=\"text-align: justify;\">However, US stocks rebounded sharply in the first half of this year, driven by strong corporate earnings. Before the earnings season began at the beginning of the year, Wall Street analysts had already significantly lowered their expectations. However, after companies released their earnings reports one after another, strong performance offset the pessimistic sentiment.</p><p><p style=\"text-align: justify;\">According to FactSet data, as of the end of May, nearly 80% of U.S. listed companies reported better-than-expected first-quarter earnings, a two-year high.</p><p><p style=\"text-align: justify;\">In addition, driven by the ChatGPT craze, major tech stocks such as the Seven Sisters (Apple, Microsoft, Nvidia, Amazon, Meta, Tesla, and Google) continued to rise, driving up the index. In the first half of this year, the Nasdaq and S&P 500 rebounded, entering a technical bull market.</p><p><p style=\"text-align: justify;\">Currently,<strong>Although Federal Reserve Chairman Jerome Powell maintained a hawkish stance after the June policy meeting, the future path of monetary policy is now highly certain. The market generally expects that the rate hike is nearing its end and the Fed's tightening stance can no longer suppress the market's upward momentum.</strong></p><p><p style=\"text-align: justify;\">Bloomberg quoted experts as saying,<strong>Over the next 6-12 months, the importance of the Federal Reserve will decrease, while other global drivers and fundamental factors will play a greater role.</strong></p><p><p style=\"text-align: justify;\">Furthermore, according to Citigroup's model, the impact of macroeconomic factors on the stock market has decreased from 83% to 71% since March, the largest three-month drop since 2009.</p><p><h2 style=\"text-align: start;\">the US Dollar Index fell in tandem</h2><p style=\"text-align: justify;\">At the same time, the strength of the US dollar has also weakened, with the US Dollar Index currently trading near its April 2022 level, down nearly 10% from its all-time high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/933da88b6af1b7ce7a54fb42e84aa2ec\" tg-width=\"640\" tg-height=\"833\"/></p><p><p style=\"text-align: justify;\"><strong>The the US Dollar Index, which measures the volatility of the US dollar against six major currencies, is sensitive to interest rate policy and is usually positively correlated with interest rate levels, i.e., rate hike pushes the US Dollar Index higher and vice versa.</strong></p><p><p style=\"text-align: justify;\">This can be observed in the current rate hike cycle, which has lasted 15 months and accumulated 500 basis points. The Federal Reserve began rate hike in March 2022, and then aggressively raised rate hike by 75 basis points four times between June and September. the US Dollar Index rose from approximately 102 in early June to approximately 114 at the end of September, a cumulative increase of over 11%. During this period, other currencies faced enormous depreciation pressure. It wasn't until the recent resolution of the debt ceiling crisis and the clear signal from the Federal Reserve to suspend rate hike that the US Dollar Index finally retreated.</p><p><p style=\"text-align: justify;\">Currently, the market expects two more rate hike of 25 basis points or 50 basis points before the end of this year. However, the previously widely expected recession has not yet occurred. The U.S. economy appears to have withstood the impact of rate hike, the labor market is resilient, and corporate balance sheets are mostly healthy.<strong>In their latest report, Bank of America strategists upgraded their outlook for the U.S. stock market and are increasingly optimistic about the economic outlook. They predict that even if a recession occurs, it will be relatively mild.</strong></p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>rate hike \"ineffective\"? 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US stocks have rebounded, and the dollar has also fallen back.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-06-18 20:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Looking back at the moment when the Federal Reserve paused rate hike in June, we can see a remarkable scene: the performance of the US stock market and the US dollar has remained almost unchanged compared to when the rate hike cycle began in early 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/083e237d5166eb06a4af3db441f84982\" tg-width=\"640\" tg-height=\"356\"/></p><p><h2 style=\"text-align: start;\">The market index traveled back to 15 months ago.</h2><p style=\"text-align: justify;\">By the close of trading on Friday, the S&P 500 had posted its fifth consecutive week of gains, closing at 4,409 points. When the Federal Reserve began its current rate hike cycle 15 months ago, the S&P 500 closed at 4358 points. The current S&P 500 index is higher than it was during the first rate hike on March 16, 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7359049e4467a9f0aff05065fa3d2\" tg-width=\"640\" tg-height=\"1415\"/></p><p><p style=\"text-align: justify;\"><strong>Generally speaking, the Federal Reserve's rate hike tightening of liquidity, while not a direct factor leading to a bear market, can also lead to a correction in the overall market.</strong>The sharp correction in the US stock market, especially technology stocks, in 2022 can confirm this. Following the spring rate hike, U.S. stocks were sold off and plunged into a bear market due to high inflation and rising borrowing costs, and recession predictions spread throughout the market.</p><p><p style=\"text-align: justify;\">However, US stocks rebounded sharply in the first half of this year, driven by strong corporate earnings. Before the earnings season began at the beginning of the year, Wall Street analysts had already significantly lowered their expectations. However, after companies released their earnings reports one after another, strong performance offset the pessimistic sentiment.</p><p><p style=\"text-align: justify;\">According to FactSet data, as of the end of May, nearly 80% of U.S. listed companies reported better-than-expected first-quarter earnings, a two-year high.</p><p><p style=\"text-align: justify;\">In addition, driven by the ChatGPT craze, major tech stocks such as the Seven Sisters (Apple, Microsoft, Nvidia, Amazon, Meta, Tesla, and Google) continued to rise, driving up the index. In the first half of this year, the Nasdaq and S&P 500 rebounded, entering a technical bull market.</p><p><p style=\"text-align: justify;\">Currently,<strong>Although Federal Reserve Chairman Jerome Powell maintained a hawkish stance after the June policy meeting, the future path of monetary policy is now highly certain. The market generally expects that the rate hike is nearing its end and the Fed's tightening stance can no longer suppress the market's upward momentum.</strong></p><p><p style=\"text-align: justify;\">Bloomberg quoted experts as saying,<strong>Over the next 6-12 months, the importance of the Federal Reserve will decrease, while other global drivers and fundamental factors will play a greater role.</strong></p><p><p style=\"text-align: justify;\">Furthermore, according to Citigroup's model, the impact of macroeconomic factors on the stock market has decreased from 83% to 71% since March, the largest three-month drop since 2009.</p><p><h2 style=\"text-align: start;\">the US Dollar Index fell in tandem</h2><p style=\"text-align: justify;\">At the same time, the strength of the US dollar has also weakened, with the US Dollar Index currently trading near its April 2022 level, down nearly 10% from its all-time high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/933da88b6af1b7ce7a54fb42e84aa2ec\" tg-width=\"640\" tg-height=\"833\"/></p><p><p style=\"text-align: justify;\"><strong>The the US Dollar Index, which measures the volatility of the US dollar against six major currencies, is sensitive to interest rate policy and is usually positively correlated with interest rate levels, i.e., rate hike pushes the US Dollar Index higher and vice versa.</strong></p><p><p style=\"text-align: justify;\">This can be observed in the current rate hike cycle, which has lasted 15 months and accumulated 500 basis points. The Federal Reserve began rate hike in March 2022, and then aggressively raised rate hike by 75 basis points four times between June and September. the US Dollar Index rose from approximately 102 in early June to approximately 114 at the end of September, a cumulative increase of over 11%. During this period, other currencies faced enormous depreciation pressure. It wasn't until the recent resolution of the debt ceiling crisis and the clear signal from the Federal Reserve to suspend rate hike that the US Dollar Index finally retreated.</p><p><p style=\"text-align: justify;\">Currently, the market expects two more rate hike of 25 basis points or 50 basis points before the end of this year. However, the previously widely expected recession has not yet occurred. The U.S. economy appears to have withstood the impact of rate hike, the labor market is resilient, and corporate balance sheets are mostly healthy.<strong>In their latest report, Bank of America strategists upgraded their outlook for the U.S. stock market and are increasingly optimistic about the economic outlook. They predict that even if a recession occurs, it will be relatively mild.</strong></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3691390\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3691390","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1156309203","content_text":"站在六月美联储暂停加息的节点回看，可以发现这样一幕神奇的景象：美股大盘和美元的表现，相比22年初加息周期开始时几乎没有变化。大盘指数时空穿越 回到15个月前截至周五美股收盘，标普500指数收获五周连阳，报4409点。当15个月前，美联储开启本轮加息周期时，标普大盘收于4358点。现在的标普500指数，比2022年3月16日第一次加息时还要高。通常来说，美联储加息收紧流动性，尽管不是导致熊市的直接因素，但也会导致大盘的调整。2022年，美国股市尤其是科技股的大幅调整可以印证这一点。在春天的加息之后，由于高通膨和借贷成本攀升，美国股票遭到抛售而落入熊市，经济衰退预测更是在市场中扩散。但是，今年上半年，在强劲的企业盈利推动下，美股大幅反弹。在年初进入财报季之前，华尔街分析师原本已经大幅下调预期，结果，在企业陆续公布财报后，强劲业绩抵消了悲观情绪。FactSet的数据显示，截至5月底，近80%美股上市公司第一季度财报超出预期，比例创下2年来新高。此外，在ChatGPT掀起的热潮推动下，美股七姐妹（苹果、微软、英伟达、亚马逊、Meta、特斯拉和谷歌）等大型科技股持续走高，拉动指数上升。今年上半年，纳指和标普500指数出现反弹，相继进入技术性牛市。目前来看，尽管在六月议息会议后美联储主席鲍威尔依然坚持放鹰，但货币政策的未来路径已有很高确定性，市场普遍预计加息已经临近终点，联储的紧缩立场已经无法再抑制市场的上行动力。彭博社援引专家说法称，未来6-12个月，美联储的重要性会降低，其他全球驱动因素和基本面因素将发挥更大的作用。此外，根据花旗集团的模型，自3月以来，宏观因素对股市的影响已从83%降至71%，这是2009年以来最大的三个月降幅。美元指数同步回落与此同时，美元的强势也有所减弱，美元指数目前在2022年4月的水平附近交易，较其历史高点下降了近10%。衡量美元对六种主要货币汇率波动的美元指数对利率政策较为敏感，通常与利率水平呈正相关关系，即加息推动美元指数上涨，反之则下跌。在本轮已持续15个月、累计500基点的加息周期中，可以观察到这一点。美联储自22年3月开始加息，随后在6月至9月期间，连续四次激进加息75个基点。美元指数从6月初的约102涨至9月末的约114，累计涨幅超过11%。期间其他货币承受了巨大的贬值压力。直到近期债务上限危机解决、美联储暂停加息信号明确，美元指数才终于回落。目前，市场预计，到今年年底前还会有两次25个基点或一次50个基点的加息。但此前普遍预计的衰退尚还没有发生，美国经济似乎已经承受了加息的冲击，劳动力市场富有弹性，企业资产负债表大多健康。美银的策略师在最新报告中提升了他们对美股市场的展望，并对经济前景越来越乐观，他们预测，如果出现经济衰退，也会相对温和。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4944,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/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":"us","language":"zh","title":"\"Extreme Game\"! U.S. debt ceiling negotiations \"ended without results\" on Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1134825236","media":"华尔街见闻","summary":"美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束，双方均未提及任何进展，也没有安排进一步的会议。据报道，债务上限僵局集中在2024年的支出水平上。据路透报道，美国白宫与共和党谈判代表周五","content":"<p><html><head></head><body>The second meeting between the White House and Republican negotiators on raising the debt ceiling ended Friday with neither side mentioning any progress nor scheduling further meetings. According to reports, the debt ceiling impasse focuses on spending levels in 2024.<p style=\"text-align: justify;\">According to Reuters, the second meeting between the White House and Republican negotiators on raising the debt ceiling concluded on Friday, with neither side mentioning any progress nor scheduling further meetings.</p><p><p style=\"text-align: justify;\">Republican Representative garrett Graves told reporters after a brief meeting with White House officials at the Capitol:</p><p>“We had a very, very frank discussion, discussing our current situation and how things need to develop.”<p style=\"text-align: justify;\">\"Tonight is not a negotiation,\" Graves said, adding,<strong>The time of the next meeting has not yet been determined.</strong></p><p><p style=\"text-align: justify;\"><strong>He agreed with GOP leader and House Speaker McCarthy that progress needs to be made in changing the “trajectory” of rapidly rising U.S. government deficit spending and debt.</strong></p><p><p style=\"text-align: justify;\">McCarthy said, \"We must spend less than last year.\"</p><p><p style=\"text-align: justify;\">Another Republican negotiator, Representative Patrick McHenry, said McCarthy would be briefed on the progress of the negotiations.</p><p><p style=\"text-align: justify;\"><strong>Neither member of parliament mentioned any progress.</strong></p><p><p style=\"text-align: justify;\">In the first meeting on Friday morning, McCarthy's debt ceiling negotiators abruptly left shortly after a closed-door meeting with White House representatives began.</p><p><p style=\"text-align: justify;\">The news shook financial markets as the debt ceiling deadline approached.</p><p><h2>Focus of Controversy: Spending Levels in 2024</h2><p style=\"text-align: justify;\">Republicans are pushing for deep spending cuts in exchange for raising the cap.</p><p><p style=\"text-align: justify;\">The debt ceiling impasse focuses on spending levels in 2024.</p><p><p style=\"text-align: justify;\">According to a previous report by Axios, Democratic Representative Dusty Johnson stated:</p><p><p style=\"text-align: justify;\">\"The White House wants to continue spending more money, and as long as that's their position, it's impossible to reach an agreement.\"</p><p><p style=\"text-align: justify;\">Johnson said McCarthy “insisted” on Republican demands to limit discretionary spending to 2022 levels.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"Extreme Game\"! U.S. debt ceiling negotiations \"ended without results\" on Friday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n\"Extreme Game\"! U.S. debt ceiling negotiations \"ended without results\" on Friday\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-05-20 09:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The second meeting between the White House and Republican negotiators on raising the debt ceiling ended Friday with neither side mentioning any progress nor scheduling further meetings. According to reports, the debt ceiling impasse focuses on spending levels in 2024.<p style=\"text-align: justify;\">According to Reuters, the second meeting between the White House and Republican negotiators on raising the debt ceiling concluded on Friday, with neither side mentioning any progress nor scheduling further meetings.</p><p><p style=\"text-align: justify;\">Republican Representative garrett Graves told reporters after a brief meeting with White House officials at the Capitol:</p><p>“We had a very, very frank discussion, discussing our current situation and how things need to develop.”<p style=\"text-align: justify;\">\"Tonight is not a negotiation,\" Graves said, adding,<strong>The time of the next meeting has not yet been determined.</strong></p><p><p style=\"text-align: justify;\"><strong>He agreed with GOP leader and House Speaker McCarthy that progress needs to be made in changing the “trajectory” of rapidly rising U.S. government deficit spending and debt.</strong></p><p><p style=\"text-align: justify;\">McCarthy said, \"We must spend less than last year.\"</p><p><p style=\"text-align: justify;\">Another Republican negotiator, Representative Patrick McHenry, said McCarthy would be briefed on the progress of the negotiations.</p><p><p style=\"text-align: justify;\"><strong>Neither member of parliament mentioned any progress.</strong></p><p><p style=\"text-align: justify;\">In the first meeting on Friday morning, McCarthy's debt ceiling negotiators abruptly left shortly after a closed-door meeting with White House representatives began.</p><p><p style=\"text-align: justify;\">The news shook financial markets as the debt ceiling deadline approached.</p><p><h2>Focus of Controversy: Spending Levels in 2024</h2><p style=\"text-align: justify;\">Republicans are pushing for deep spending cuts in exchange for raising the cap.</p><p><p style=\"text-align: justify;\">The debt ceiling impasse focuses on spending levels in 2024.</p><p><p style=\"text-align: justify;\">According to a previous report by Axios, Democratic Representative Dusty Johnson stated:</p><p><p style=\"text-align: justify;\">\"The White House wants to continue spending more money, and as long as that's their position, it's impossible to reach an agreement.\"</p><p><p style=\"text-align: justify;\">Johnson said McCarthy “insisted” on Republican demands to limit discretionary spending to 2022 levels.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3689223\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92ece06f0d5f47ced3643ec6cfcc433e","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3689223","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134825236","content_text":"美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束，双方均未提及任何进展，也没有安排进一步的会议。据报道，债务上限僵局集中在2024年的支出水平上。据路透报道，美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束，双方均未提及任何进展，也没有安排进一步的会议。共和党众议员格雷夫斯(garrett Graves)在国会大厦与白宫官员举行简短会晤后对记者说：“我们进行了非常、非常坦诚的讨论，讨论了我们的现状，讨论了事情需要如何发展。”“今晚不是一次谈判，”格雷夫斯说，并补充说，下一次会议的时间尚未确定。他赞同美国共和党领袖、众议院议长麦卡锡的说法，即需要在改变美国政府赤字支出和债务迅速上升的“轨迹”方面取得进展。麦卡锡说：“我们的支出必须比去年少。”另一位共和党谈判代表、众议员Patrick McHenry说，麦卡锡将听取有关谈判进展的简报。两位议员都没有提到任何进展。在周五早上的第一次会议上，麦卡锡的债务上限谈判代表与白宫代表的闭门会议开始后不久便突然离开。随着债务上限最后期限的临近，这一消息震动了金融市场。焦点争议：2024年的支出水平共和党人正在推动大幅削减开支，以换取提高上限。债务上限僵局集中在2024年的支出水平上。据媒体Axios此前报道，民主党众议员Dusty Johnson表示：“白宫想继续花更多的钱，只要这是他们的立场，就不可能达成协议。”Johnson说，麦卡锡“坚持”共和党要求将可自由支配的支出限制在2022年的水平。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4449,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970228681","repostId":"1134007963","repostType":2,"isVote":1,"tweetType":1,"viewCount":5503,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970370588","repostId":"1154230640","repostType":2,"isVote":1,"tweetType":1,"viewCount":5369,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/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":"It's not just about \"moats\"! Buffett also has a major investment \"trick\".","url":"https://stock-news.laohu8.com/highlight/detail?id=1185922715","media":"华尔街见闻","summary":"巴菲特投资的大多数公司都派息，预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。一年一度的“投资界春晚”、伯克希尔·哈撒韦股东会将在周六召开，这时候，普通投资者又会抛出灵魂一问：巴菲特","content":"<p><html><head></head><body><strong>Most of the companies Buffett invests in pay dividends, and Berkshire Hathaway is expected to earn approximately $5.7 billion in cash from its stock portfolio this year.</strong><p style=\"text-align: justify;\">The annual \"Spring Festival Gala of the Investment World,\" the Berkshire Hathaway shareholder meeting, will be held on Saturday. At this time, ordinary investors will once again pose a crucial question:</p><p><p style=\"text-align: justify;\">Why are Buffett's stock picks so successful?</p><p><p style=\"text-align: justify;\">The Wall Street Journal summarized two answers to this question.</p><p><p style=\"text-align: justify;\">According to an article published in the newspaper on Wednesday, one answer is universally known: Buffett's exceptional ability to select high-quality companies, while the other is much less remarkable—his preference for dividend-paying stocks.</p><p><p style=\"text-align: justify;\">Note,<strong>Most of the companies Buffett invests in pay dividends.</strong></p><p><p style=\"text-align: justify;\">According to Dow Jones Market Data's analysis of the company's announcements,<strong>Berkshire Hathaway is expected to earn approximately $5.7 billion in cash from its stock portfolio this year.</strong></p><p><p style=\"text-align: justify;\">Nearly a fifth of that will come from Chevron, one of Berkshire's largest holdings.<strong>Chevron has increased its dividend for 36 consecutive years.</strong></p><p><p style=\"text-align: justify;\">In addition, Dow Jones market data shows that Berkshire Hathaway will also receive more than $700 million each from Coca-Cola, Apple, and Bank of America, more than $500 million from Kraft Heinz, and approximately $363 million from American Express.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fa8ab5d9e43dc821c224f2bc8d3a57b\" tg-width=\"554\" tg-height=\"439\"/></p><p><p style=\"text-align: justify;\"><strong>\"This is what he likes: dividends and buybacks.\"</strong>Todd Finkle, a professor of entrepreneurship at Gonzaga University, said that Finkle once wrote a book about Buffett's career.</p><p><p style=\"text-align: justify;\">Mr. Finkle says Mr. Buffett is good at picking companies that have stood the test of time and improved Dividend in many economic cycles. Over time, this both increased the value of Berkshire's stock portfolio and expanded the company's ample cash reserves that it could use for its own businesses, as well as for acquisitions and share buybacks.</p><p><p style=\"text-align: justify;\">According to Berkshire Hathaway's most recent financial report, the company had $128.6 billion in cash and cash equivalents at the end of 2022.</p><p><p style=\"text-align: justify;\">Finkle stated that Buffett's preference for dividend-paying stocks is not his \"secret weapon,\" but it is certainly part of it.</p><p><p style=\"text-align: justify;\">Take Coca-Cola, Buffett's favorite drink, for example.</p><p><p style=\"text-align: justify;\">In 1994, Berkshire Hathaway bought its current holdings of approximately 400 million Coca-Cola shares for $1.3 billion, receiving $75 million in cash Dividend that year.</p><p><p style=\"text-align: justify;\"><strong>In 2022, this figure increased nearly tenfold to $704 million, while the market value of Berkshire Hathaway's Coca-Cola shares soared to $25 billion.</strong></p><p><p style=\"text-align: justify;\">In his annual letter to shareholders earlier this year, Buffett stated,<strong>Dividend grows every year, as certain as a birthday.</strong></p><p><p style=\"text-align: justify;\">In his shareholder letter, Buffett stated:</p><p>All Charlie (Munger) and I had to do was cash Coca-Cola's quarterly Dividend checks.<p style=\"text-align: justify;\">Buffett and Munger predict that Coca-Cola will continue to increase its Dividend in the future. Coca-Cola said in February that it had approved the 61st consecutive increase in annual Dividend.</p><p><p style=\"text-align: justify;\">In other words, according to Finkle, Buffett's \"secret weapon\" in stock selection is actually \"selecting high-quality companies + dividend-paying stocks\".</p><p><p style=\"text-align: justify;\">This \"secret weapon\" achieved similar returns for Berkshire Hathaway when used on American Express.</p><p><p style=\"text-align: justify;\">Berkshire completed the vast majority of its $1.3 billion acquisition of American Express shares in 1995 and acquired $41 million in Dividend that year.</p><p><p style=\"text-align: justify;\">Last year, Berkshire Hathaway's stake in American Express was worth $22 billion, and it received $302 million in Dividend from the latter.</p><p><p style=\"text-align: justify;\">\"These Dividend gains, while satisfactory, are far from spectacular,\" he said in his letter. \"But the important thing is that they brought about an increase in stock prices.\"</p><p><p style=\"text-align: justify;\">Generally, investors tend to reinvest dividends into their original stocks, but Berkshire Hathaway did not reinvest dividends from Coca-Cola and American Express in these two stocks. The increased stake was due to years of share buybacks by the two companies.</p><p><p style=\"text-align: justify;\">In fact,<strong>Berkshire has not increased its stake in Coca-Cola and American Express stock since the 1990s, some speculate, perhaps because it hates paying too high a price for its investments.</strong></p><p><p style=\"text-align: justify;\">In a 1983 letter to Berkshire Hathaway shareholders, Buffett said:</p><p>For investors, buying stock in a good company at an excessively high price may offset the impact of favorable business development over the next decade.<p style=\"text-align: justify;\">It is worth noting that while Dividend can provide stable income like bonds, it still carries risks.</p><p><p style=\"text-align: justify;\">For example, if a company is short on cash flow, it can cut or even suspend dividends, and suspending dividends often causes the stock price to fall because investors often see it as a signal that the company is in a major financial crisis. In addition, when investors choose more expensive growth stocks, their Dividend often perform poorly.</p><p></body></html></p>","source":"wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It's not just about \"moats\"! Buffett also has a major investment \"trick\".</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIt's not just about \"moats\"! Buffett also has a major investment \"trick\".\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-05-04 19:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Most of the companies Buffett invests in pay dividends, and Berkshire Hathaway is expected to earn approximately $5.7 billion in cash from its stock portfolio this year.</strong><p style=\"text-align: justify;\">The annual \"Spring Festival Gala of the Investment World,\" the Berkshire Hathaway shareholder meeting, will be held on Saturday. At this time, ordinary investors will once again pose a crucial question:</p><p><p style=\"text-align: justify;\">Why are Buffett's stock picks so successful?</p><p><p style=\"text-align: justify;\">The Wall Street Journal summarized two answers to this question.</p><p><p style=\"text-align: justify;\">According to an article published in the newspaper on Wednesday, one answer is universally known: Buffett's exceptional ability to select high-quality companies, while the other is much less remarkable—his preference for dividend-paying stocks.</p><p><p style=\"text-align: justify;\">Note,<strong>Most of the companies Buffett invests in pay dividends.</strong></p><p><p style=\"text-align: justify;\">According to Dow Jones Market Data's analysis of the company's announcements,<strong>Berkshire Hathaway is expected to earn approximately $5.7 billion in cash from its stock portfolio this year.</strong></p><p><p style=\"text-align: justify;\">Nearly a fifth of that will come from Chevron, one of Berkshire's largest holdings.<strong>Chevron has increased its dividend for 36 consecutive years.</strong></p><p><p style=\"text-align: justify;\">In addition, Dow Jones market data shows that Berkshire Hathaway will also receive more than $700 million each from Coca-Cola, Apple, and Bank of America, more than $500 million from Kraft Heinz, and approximately $363 million from American Express.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fa8ab5d9e43dc821c224f2bc8d3a57b\" tg-width=\"554\" tg-height=\"439\"/></p><p><p style=\"text-align: justify;\"><strong>\"This is what he likes: dividends and buybacks.\"</strong>Todd Finkle, a professor of entrepreneurship at Gonzaga University, said that Finkle once wrote a book about Buffett's career.</p><p><p style=\"text-align: justify;\">Mr. Finkle says Mr. Buffett is good at picking companies that have stood the test of time and improved Dividend in many economic cycles. Over time, this both increased the value of Berkshire's stock portfolio and expanded the company's ample cash reserves that it could use for its own businesses, as well as for acquisitions and share buybacks.</p><p><p style=\"text-align: justify;\">According to Berkshire Hathaway's most recent financial report, the company had $128.6 billion in cash and cash equivalents at the end of 2022.</p><p><p style=\"text-align: justify;\">Finkle stated that Buffett's preference for dividend-paying stocks is not his \"secret weapon,\" but it is certainly part of it.</p><p><p style=\"text-align: justify;\">Take Coca-Cola, Buffett's favorite drink, for example.</p><p><p style=\"text-align: justify;\">In 1994, Berkshire Hathaway bought its current holdings of approximately 400 million Coca-Cola shares for $1.3 billion, receiving $75 million in cash Dividend that year.</p><p><p style=\"text-align: justify;\"><strong>In 2022, this figure increased nearly tenfold to $704 million, while the market value of Berkshire Hathaway's Coca-Cola shares soared to $25 billion.</strong></p><p><p style=\"text-align: justify;\">In his annual letter to shareholders earlier this year, Buffett stated,<strong>Dividend grows every year, as certain as a birthday.</strong></p><p><p style=\"text-align: justify;\">In his shareholder letter, Buffett stated:</p><p>All Charlie (Munger) and I had to do was cash Coca-Cola's quarterly Dividend checks.<p style=\"text-align: justify;\">Buffett and Munger predict that Coca-Cola will continue to increase its Dividend in the future. Coca-Cola said in February that it had approved the 61st consecutive increase in annual Dividend.</p><p><p style=\"text-align: justify;\">In other words, according to Finkle, Buffett's \"secret weapon\" in stock selection is actually \"selecting high-quality companies + dividend-paying stocks\".</p><p><p style=\"text-align: justify;\">This \"secret weapon\" achieved similar returns for Berkshire Hathaway when used on American Express.</p><p><p style=\"text-align: justify;\">Berkshire completed the vast majority of its $1.3 billion acquisition of American Express shares in 1995 and acquired $41 million in Dividend that year.</p><p><p style=\"text-align: justify;\">Last year, Berkshire Hathaway's stake in American Express was worth $22 billion, and it received $302 million in Dividend from the latter.</p><p><p style=\"text-align: justify;\">\"These Dividend gains, while satisfactory, are far from spectacular,\" he said in his letter. \"But the important thing is that they brought about an increase in stock prices.\"</p><p><p style=\"text-align: justify;\">Generally, investors tend to reinvest dividends into their original stocks, but Berkshire Hathaway did not reinvest dividends from Coca-Cola and American Express in these two stocks. The increased stake was due to years of share buybacks by the two companies.</p><p><p style=\"text-align: justify;\">In fact,<strong>Berkshire has not increased its stake in Coca-Cola and American Express stock since the 1990s, some speculate, perhaps because it hates paying too high a price for its investments.</strong></p><p><p style=\"text-align: justify;\">In a 1983 letter to Berkshire Hathaway shareholders, Buffett said:</p><p>For investors, buying stock in a good company at an excessively high price may offset the impact of favorable business development over the next decade.<p style=\"text-align: justify;\">It is worth noting that while Dividend can provide stable income like bonds, it still carries risks.</p><p><p style=\"text-align: justify;\">For example, if a company is short on cash flow, it can cut or even suspend dividends, and suspending dividends often causes the stock price to fall because investors often see it as a signal that the company is in a major financial crisis. In addition, when investors choose more expensive growth stocks, their Dividend often perform poorly.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3687974\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.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.B":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":5052,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/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 Federal Reserve's interest rate drama unfolds tonight, potentially ushering in its final rate hike! Estée Lauder's financial report disappointed, causing a 15% drop.","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 non-farm payroll data far exceeded expectations, leading to a rise in US stock index futures; Poor financial report<a href=\"https://laohu8.com/S/EL\">Estée Lauder</a>It fell by more than 15%, AMD fell by more than 7%,<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>The previous decline exceeded 5%; More major European stock indices rose than fell, and international oil prices fell.</strong>On May 3, U.S. stock index futures rose, with Dow Jones futures up 0.11%, S&P 500 futures up 0.24%, and Nasdaq futures up 0.28%.<strong>At 2:00 AM Beijing time on Thursday, the Federal Reserve's FOMC will release its May interest rate decision and policy statement. At 2:30, Federal Reserve Chairman Jerome 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>Currently, industry insiders generally expect the Federal Reserve to rate hike for the tenth consecutive time tonight on this sleepless night of interest rate decisions, which will likely be the last rate hike \"piece\" in this round of the Fed's tightening cycle. The market currently expects the Federal Reserve to raise its rate hike by 25 basis points to 5%-5.25% tonight to be as high as 88.7%, while 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 April non-farm payrolls data far exceeded expectations, with the U.S. ADP payrolls reaching 296,000 in April, the largest increase since July 2022. The expected number was 148,000, compared to the previous value of 145,000.</p><p>Estée Lauder's net sales for the third fiscal quarter were $3.76 billion, compared to expectations of $3.71 billion; The company lowered its fiscal year earnings forecast, expecting net sales to decline by 10% to 12% for the full year.<strong>(Estée Lauder shares fell more than 15% in pre-market trading)</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>Adjusted earnings per share for the fiscal year are expected to be in the range of $8.50 to $8.70, compared to the previous forecast of $8.70 to $8.90.<strong>(CVS Health fell more than 2% in pre-market trading)</strong></p><p><a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a>Late-stage trials of the Alzheimer's disease drug Donanemab have achieved positive results, with the rate of clinical decline slowing by 35% compared to placebo. Eli Lilly CEO: It is expected that the Alzheimer's disease drug Donanemab will be fully approved by the end of the year.<strong>(Eli Lilly rose more than 5% in pre-market trading)</strong></p><p>U.S. Treasury Department: U.S. Treasury Secretary Janet Yellen will attend the G7 finance ministers' meeting in Niigata, Japan, from May 11 to 13.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The Model 3 Long Range Edition has resumed sales in the United States, with the price reduced by more than $10,000 compared to last year.</p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>Negotiations are underway to open the first chip factory in Germany with an investment 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 and subsequently further withdrawn.</p><p>It is understood<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Pre-orders for the Mustang Mach E are now open again, with some versions seeing price reductions of up to 8%, marking the second price reduction this year.</p><p>Faraday Future has confirmed that it has received an additional 180-day grace period from Nasdaq to meet Nasdaq's minimum purchase price requirement.</p><p><a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>It is claimed that the yield of its 4-nanometer chip process has improved and is close to the level of 5-nanometer. Industry insiders say that Samsung's 4-nanometer manufacturing process is comparable to TSMC's, and it has begun to win orders from major customers such as AMD.</p><p><strong>Pre-market price</strong></p><p>AMD shares fell more than 7% in pre-market trading after Q1 revenue declined 9% year-over-year, with the median Q2 revenue guidance of $5.3 billion falling short of analysts' expectations.</p><p><a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>The stock fell more than 5% in pre-market trading after Q2 2023 results exceeded market expectations. However, based on uncertainties surrounding consumer behavior and international tourism, the company decided to reiterate its full-year performance guidance.</p><p><a href=\"https://laohu8.com/S/HLN\">Haleon</a>The stock fell more than 2% in pre-market trading after first-quarter earnings per share fell short of expectations and operating profit margin declined to 23.1% year-on-year.</p><p>After its stock price halved in one day, Chegg rose more than 5% in pre-market trading. The company acknowledges that technological advancements in generative artificial intelligence have had a direct impact on its performance. Affected by this news, the stock fell by more than 48% on Tuesday.</p><p><a href=\"https://laohu8.com/S/YUMC\">Yum China</a>The stock rose nearly 3% in pre-market trading, with Q1 profits far exceeding market expectations.</p><p><strong>European Market</strong></p><p>More major European stock indices rose than fell. As of press time, Germany's DAX30 index was up 0.66%, and France's CAC40 was up 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 US crude trading at $69.66 per barrel, down 2.79% on the day. Brent crude is currently trading at $73.28 a barrel, down 2.71% on the day.</p><p>The market is concerned that further rate hike by the Federal Reserve will exacerbate the risk of an economic recession, and the market is also concerned about...<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Concerns about the industrial crisis and debt default crisis also dampened the demand outlook, causing oil prices to plummet by more than 5% overnight, and the oil market to be bearish in the short term. This trading day will see the Federal Reserve's interest rate decision and a press conference by Fed Chairman Powell, and investors need to pay attention to the impact of these events on market sentiment. Pay attention to the EIA crude oil inventory data released tonight.</p><p><strong>gold</strong></p><p>Spot gold rose 0.07% to $2,024.45 per ounce on the day.</p><p>The market is generally awaiting the Federal Reserve's interest rate decision and Fed Chairman Powell's press conference today. The market is in a wait-and-see mood, and overall trading is relatively light. Following the overnight surge in gold prices, short-term bullish signals have increased, and it is expected to test resistance near the recent high of 2048. Before the Federal Reserve's interest rate decision, there are also \"mini non-farm payrolls\" data for the US April ADP employment data and the US April ISM non-manufacturing PMI data, 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 Federal Reserve's interest rate drama unfolds tonight, potentially ushering in its final rate hike! Estée Lauder's financial report disappointed, causing a 15% drop.</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 Federal Reserve's interest rate drama unfolds tonight, potentially ushering in its final rate hike! Estée Lauder's financial report disappointed, causing a 15% drop.\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 non-farm payroll data far exceeded expectations, leading to a rise in US stock index futures; Poor financial report<a href=\"https://laohu8.com/S/EL\">Estée Lauder</a>It fell by more than 15%, AMD fell by more than 7%,<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>The previous decline exceeded 5%; More major European stock indices rose than fell, and international oil prices fell.</strong>On May 3, U.S. stock index futures rose, with Dow Jones futures up 0.11%, S&P 500 futures up 0.24%, and Nasdaq futures up 0.28%.<strong>At 2:00 AM Beijing time on Thursday, the Federal Reserve's FOMC will release its May interest rate decision and policy statement. At 2:30, Federal Reserve Chairman Jerome 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>Currently, industry insiders generally expect the Federal Reserve to rate hike for the tenth consecutive time tonight on this sleepless night of interest rate decisions, which will likely be the last rate hike \"piece\" in this round of the Fed's tightening cycle. The market currently expects the Federal Reserve to raise its rate hike by 25 basis points to 5%-5.25% tonight to be as high as 88.7%, while 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 April non-farm payrolls data far exceeded expectations, with the U.S. ADP payrolls reaching 296,000 in April, the largest increase since July 2022. The expected number was 148,000, compared to the previous value of 145,000.</p><p>Estée Lauder's net sales for the third fiscal quarter were $3.76 billion, compared to expectations of $3.71 billion; The company lowered its fiscal year earnings forecast, expecting net sales to decline by 10% to 12% for the full year.<strong>(Estée Lauder shares fell more than 15% in pre-market trading)</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>Adjusted earnings per share for the fiscal year are expected to be in the range of $8.50 to $8.70, compared to the previous forecast of $8.70 to $8.90.<strong>(CVS Health fell more than 2% in pre-market trading)</strong></p><p><a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a>Late-stage trials of the Alzheimer's disease drug Donanemab have achieved positive results, with the rate of clinical decline slowing by 35% compared to placebo. Eli Lilly CEO: It is expected that the Alzheimer's disease drug Donanemab will be fully approved by the end of the year.<strong>(Eli Lilly rose more than 5% in pre-market trading)</strong></p><p>U.S. Treasury Department: U.S. Treasury Secretary Janet Yellen will attend the G7 finance ministers' meeting in Niigata, Japan, from May 11 to 13.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The Model 3 Long Range Edition has resumed sales in the United States, with the price reduced by more than $10,000 compared to last year.</p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>Negotiations are underway to open the first chip factory in Germany with an investment 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 and subsequently further withdrawn.</p><p>It is understood<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Pre-orders for the Mustang Mach E are now open again, with some versions seeing price reductions of up to 8%, marking the second price reduction this year.</p><p>Faraday Future has confirmed that it has received an additional 180-day grace period from Nasdaq to meet Nasdaq's minimum purchase price requirement.</p><p><a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>It is claimed that the yield of its 4-nanometer chip process has improved and is close to the level of 5-nanometer. Industry insiders say that Samsung's 4-nanometer manufacturing process is comparable to TSMC's, and it has begun to win orders from major customers such as AMD.</p><p><strong>Pre-market price</strong></p><p>AMD shares fell more than 7% in pre-market trading after Q1 revenue declined 9% year-over-year, with the median Q2 revenue guidance of $5.3 billion falling short of analysts' expectations.</p><p><a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>The stock fell more than 5% in pre-market trading after Q2 2023 results exceeded market expectations. However, based on uncertainties surrounding consumer behavior and international tourism, the company decided to reiterate its full-year performance guidance.</p><p><a href=\"https://laohu8.com/S/HLN\">Haleon</a>The stock fell more than 2% in pre-market trading after first-quarter earnings per share fell short of expectations and operating profit margin declined to 23.1% year-on-year.</p><p>After its stock price halved in one day, Chegg rose more than 5% in pre-market trading. The company acknowledges that technological advancements in generative artificial intelligence have had a direct impact on its performance. Affected by this news, the stock fell by more than 48% on Tuesday.</p><p><a href=\"https://laohu8.com/S/YUMC\">Yum China</a>The stock rose nearly 3% in pre-market trading, with Q1 profits far exceeding market expectations.</p><p><strong>European Market</strong></p><p>More major European stock indices rose than fell. As of press time, Germany's DAX30 index was up 0.66%, and France's CAC40 was up 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 US crude trading at $69.66 per barrel, down 2.79% on the day. Brent crude is currently trading at $73.28 a barrel, down 2.71% on the day.</p><p>The market is concerned that further rate hike by the Federal Reserve will exacerbate the risk of an economic recession, and the market is also concerned about...<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Concerns about the industrial crisis and debt default crisis also dampened the demand outlook, causing oil prices to plummet by more than 5% overnight, and the oil market to be bearish in the short term. This trading day will see the Federal Reserve's interest rate decision and a press conference by Fed Chairman Powell, and investors need to pay attention to the impact of these events on market sentiment. Pay attention to the EIA crude oil inventory data released tonight.</p><p><strong>gold</strong></p><p>Spot gold rose 0.07% to $2,024.45 per ounce on the day.</p><p>The market is generally awaiting the Federal Reserve's interest rate decision and Fed Chairman Powell's press conference today. The market is in a wait-and-see mood, and overall trading is relatively light. Following the overnight surge in gold prices, short-term bullish signals have increased, and it is expected to test resistance near the recent high of 2048. Before the Federal Reserve's interest rate decision, there are also \"mini non-farm payrolls\" data for the US April ADP employment data and the US April ISM non-manufacturing PMI data, 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","LLY":"礼来","QQQ":"纳指100ETF","SPXU":"三倍做空标普500ETF-ProShares",".DJI":"道琼斯","SBUX":"星巴克","PSQ":"做空纳斯达克100指数ETF-ProShares","AMD":"美国超微公司","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","BK4533":"AQR资本管理(全球第二大对冲基金)",".SPX":"S&P 500 Index","QLD":"2倍做多纳斯达克100指数ETF-ProShares","BK4558":"双十一","OEF":"标普100指数ETF-iShares","QID":"两倍做空纳斯达克指数ETF-ProShares","EL":"雅诗兰黛","BK4559":"巴菲特持仓","UDOW":"三倍做多道指30ETF-ProShares","IVV":"标普500ETF-iShares","BK4550":"红杉资本持仓"},"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,"SPXU":0.9,".DJI":0.9,"SBUX":0.9,"MNQmain":0.9,".IXIC":0.9,"QID":0.9,"SPY":0.9,"PSQ":0.9,"EL":0.9,"QLD":0.9,"QQQ":0.9,".SPX":0.9,"IVV":0.9,"AMD":0.9,"UDOW":0.9,"OEF":0.9,"LLY":0.9,"NQmain":0.9}},"isVote":1,"tweetType":1,"viewCount":4784,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/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 tech stocks remain bullish? It all depends on Apple and AMD's earnings reports next week.","url":"https://stock-news.laohu8.com/highlight/detail?id=2331122664","media":"华尔街见闻","summary":"后续财报可能“喜忧参半”，AI热潮带动芯片需求增加，AMD、高通财报指引可能好于预期，而苹果可能会公布其产品部门三年来首次全面萎缩。经济衰退阴云笼罩下，微软、Meta等科技巨头扛住了压力，一季度业绩超","content":"<p><html><head></head><body><strong>Subsequent earnings reports may be mixed, with the AI boom driving increased chip demand, AMD and Qualcomm's earnings guidance likely to be better than expected, and Apple potentially announcing its product division shrinking across the board for the first time in three years.</strong>Under the shadow of economic recession,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Tech giants such as Meta withstood the pressure, with first-quarter results exceeding expectations.</p><p>Specifically, Meta made a comeback, unexpectedly reversing its third consecutive quarter of decline in revenue in the first quarter; Microsoft's results last quarter exceeded expectations, with cloud business revenue maintaining double-digit growth;<a href=\"https://laohu8.com/S/GOOG\">Google</a>Search returned to growth in the first quarter, and the cloud business turned a profit.</p><p>Furthermore, despite record losses for chip stocks, earnings guidance is positive. SK Hynix points out that improved demand coupled with production cuts may boost the market, and the chip market is expected to rebound in the second quarter. But, on the other hand,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Warnings about sluggish growth in its cloud computing business, coupled with Cloudflare's move to lower its full-year revenue forecast, highlight the uncertainty surrounding the overall economy.</p><p><strong>Better-than-expected earnings reports eased market concerns about slowing demand for technology products, driving a rebound in US stocks.</strong>The S&P 500 posted its biggest single-day gain since the first week of the year on Thursday, while the tech-heavy Nasdaq 100 closed up 2.76%, its biggest gain since January 20.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/822b80c8c4e84fc0602fb949d5d61757\" tg-width=\"1024\" tg-height=\"614\"/></p><p><strong>Next week,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>AMD will disclose more information on demand for its technology products, and its financial performance will be key to whether technology stocks can continue to rebound. The following is a preview of the financial report:</strong></p><p>Tuesday: AMD will release its earnings report after the US stock market closes. The artificial intelligence boom is expected to drive demand for chips in data centers, and the resulting increased demand may offset the continued weakness in PC chip sales. With its customer and gaming divisions still sluggish, data centers will be key to AMD's revenue generation.</p><p>Wednesday: Qualcomm will release its results after the US stock market closes. With smartphone demand remaining weak, investors will closely study Qualcomm's quarterly guidance for signs of recovery and OEM inventory replenishment. Last month, chip giants Micron and Infineon provided better-than-expected guidance, raising hopes for a rebound.</p><p>Thursday: Apple will release its results after the US stock market closes. Apple may report its product division shrinking across the board for the first time in three years, with iPad and iPhone sales declining from a year ago, Mac sales slowing more pronounced, and weak consumer spending on high-end devices continuing to drag down overall growth. The impact of iPhone supply chain issues and foreign exchange headwinds may be reflected in earnings reports, and Barclays believes this downturn will continue into this quarter, especially with slowing demand for the iPhone 14 Pro model.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How long can US tech stocks remain bullish? It all depends on Apple and AMD's earnings reports next week.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow long can US tech stocks remain bullish? It all depends on Apple and AMD's earnings reports next week.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-30 12:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Subsequent earnings reports may be mixed, with the AI boom driving increased chip demand, AMD and Qualcomm's earnings guidance likely to be better than expected, and Apple potentially announcing its product division shrinking across the board for the first time in three years.</strong>Under the shadow of economic recession,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Tech giants such as Meta withstood the pressure, with first-quarter results exceeding expectations.</p><p>Specifically, Meta made a comeback, unexpectedly reversing its third consecutive quarter of decline in revenue in the first quarter; Microsoft's results last quarter exceeded expectations, with cloud business revenue maintaining double-digit growth;<a href=\"https://laohu8.com/S/GOOG\">Google</a>Search returned to growth in the first quarter, and the cloud business turned a profit.</p><p>Furthermore, despite record losses for chip stocks, earnings guidance is positive. SK Hynix points out that improved demand coupled with production cuts may boost the market, and the chip market is expected to rebound in the second quarter. But, on the other hand,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Warnings about sluggish growth in its cloud computing business, coupled with Cloudflare's move to lower its full-year revenue forecast, highlight the uncertainty surrounding the overall economy.</p><p><strong>Better-than-expected earnings reports eased market concerns about slowing demand for technology products, driving a rebound in US stocks.</strong>The S&P 500 posted its biggest single-day gain since the first week of the year on Thursday, while the tech-heavy Nasdaq 100 closed up 2.76%, its biggest gain since January 20.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/822b80c8c4e84fc0602fb949d5d61757\" tg-width=\"1024\" tg-height=\"614\"/></p><p><strong>Next week,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>AMD will disclose more information on demand for its technology products, and its financial performance will be key to whether technology stocks can continue to rebound. The following is a preview of the financial report:</strong></p><p>Tuesday: AMD will release its earnings report after the US stock market closes. The artificial intelligence boom is expected to drive demand for chips in data centers, and the resulting increased demand may offset the continued weakness in PC chip sales. With its customer and gaming divisions still sluggish, data centers will be key to AMD's revenue generation.</p><p>Wednesday: Qualcomm will release its results after the US stock market closes. With smartphone demand remaining weak, investors will closely study Qualcomm's quarterly guidance for signs of recovery and OEM inventory replenishment. Last month, chip giants Micron and Infineon provided better-than-expected guidance, raising hopes for a rebound.</p><p>Thursday: Apple will release its results after the US stock market closes. Apple may report its product division shrinking across the board for the first time in three years, with iPad and iPhone sales declining from a year ago, Mac sales slowing more pronounced, and weak consumer spending on high-end devices continuing to drag down overall growth. The impact of iPhone supply chain issues and foreign exchange headwinds may be reflected in earnings reports, and Barclays believes this downturn will continue into this quarter, especially with slowing demand for the iPhone 14 Pro model.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3687780\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/353f693b3cf73305d444a14080157632","relate_stocks":{"AAPL":"苹果","AMD":"美国超微公司","GFS":"GLOBALFOUNDRIES Inc."},"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":{"AMD":1,"AAPL":1,"GFS":1}},"isVote":1,"tweetType":1,"viewCount":5164,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/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 will win the First Republic? Report: FDIC requires bidders such as JPMorgan Chase to submit final offers by Sunday.","url":"https://stock-news.laohu8.com/highlight/detail?id=1193243086","media":"华尔街见闻","summary":"作为吸收存款超过10%的大型银行，摩根大通的收购在监管方面存在障碍，但为了拯救第一共和银行，也存在破例的可能性。岌岌可危的第一共和银行迎来了意向方：摩根大通、PNC都有可能成为最终收购者。据彭博今日报","content":"<p><html><head></head><body><strong>As a large bank that takes in more than 10% of deposits, JPMorgan's acquisition faces regulatory hurdles, but there is also the possibility of an exception in order to save First Republic Bank.</strong><p style=\"text-align: justify;\">The struggling First Republic Bank has received interested parties: JPMorgan Chase and PNC are both potential acquirers.</p><p><p style=\"text-align: justify;\">According to a Bloomberg report today, the U.S. Federal Deposit Insurance Corporation (FDIC) has required banks including JPMorgan Chase and PNC Financial Services Group to...<strong>Submit a final offer for First Republic Bank by Sunday.</strong></p><p><p style=\"text-align: justify;\">The regulator on Thursday solicited interest from banks, including information on their proposed offers and estimated costs for First Republic Bank deposit insurance, and on Friday invited two companies to participate in the next step of the bidding process.</p><p><p style=\"text-align: justify;\">Bloomberg stated that the bidding process initiated by regulators could pave the way for the sale of First Republic Bank, without the lengthy auction process that occurred when Silicon Valley Bank and Signature Bank collapsed.</p><p><p style=\"text-align: justify;\">Furthermore, the precipitous drop in First Republic Bank's stock (down 97% year-to-date) has reduced its market capitalization to just $650 million.<strong>This may also provide some feasibility for the acquisition.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c0b589ac7783879dc11eba6207dc3e3\" tg-width=\"560\" tg-height=\"240\"/></p><p><p style=\"text-align: justify;\">Wall Street Journal reported earlier today that U.S. officials, including the FDIC, the U.S. Treasury Department, and the Federal Reserve, are coordinating meetings with other banks to facilitate a bailout plan for First Republic Bank.</p><p><p style=\"text-align: justify;\">Previously, First Republic Bank's advisors sought to get several banks involved in the bailout a month ago to buy its assets at above-market prices.</p><p><p style=\"text-align: justify;\">Although buyers lose money when they buy, these potential buyers' $30 billion deposits at First Republic Bank are not insured. If they believe First Republic Bank is about to go bankrupt, they could risk losing the money altogether.</p><p><p style=\"text-align: justify;\">Furthermore, even if the federal government uses its emergency powers to guarantee these deposits, large banks will need to replenish huge sums of money with the FDIC. As part of the deal, several banks that intervened in the bailout could receive some form of equity.</p><p><p style=\"text-align: justify;\"><strong>Such a plan would result in short-term losses for the rescued banks, but in the long run it may be less costly than failing First Republic Bank and being taken over by regulators.</strong></p><p><h2>Regulatory barriers</h2><p style=\"text-align: justify;\">However, even though First Republic Bank's market capitalization has dwindled, regulatory rules could also add obstacles to acquisitions.</p><p><p style=\"text-align: justify;\">Because JPMorgan Chase is one of the few large banks in the United States that absorbs more than 10% of deposits,<strong>According to U.S. regulations, the bank is not eligible to acquire another institution that also takes deposits, which would make it bigger again.</strong></p><p><p style=\"text-align: justify;\">Nevertheless, there is the possibility of an exception in order to save First Republic Bank.</p><p><p style=\"text-align: justify;\">The FDIC prefers to limit the solution to the private sector rather than the billions it would have to pay to take over a bank again. The agency had previously planned to conduct a special assessment of the banking sector to cover the costs of the bankruptcies of Silicon Valley Bank and Signature Bank last month.</p><p><p style=\"text-align: justify;\">Previously, media outlets, citing sources, reported that the most likely outcome for First Republic Bank was a takeover by the FDIC. If First Republic is taken over by regulators, the FDIC will still ask other banks about possible acquisition bids. However, sources said at the time that there was still hope for a solution that would prevent First Republic from being taken over by the FDIC.</p><p></body></html></p>","source":"wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Who will win the First Republic? Report: FDIC requires bidders such as JPMorgan Chase to submit final offers by Sunday.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWho will win the First Republic? Report: FDIC requires bidders such as JPMorgan Chase to submit final offers by Sunday.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-29 16:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>As a large bank that takes in more than 10% of deposits, JPMorgan's acquisition faces regulatory hurdles, but there is also the possibility of an exception in order to save First Republic Bank.</strong><p style=\"text-align: justify;\">The struggling First Republic Bank has received interested parties: JPMorgan Chase and PNC are both potential acquirers.</p><p><p style=\"text-align: justify;\">According to a Bloomberg report today, the U.S. Federal Deposit Insurance Corporation (FDIC) has required banks including JPMorgan Chase and PNC Financial Services Group to...<strong>Submit a final offer for First Republic Bank by Sunday.</strong></p><p><p style=\"text-align: justify;\">The regulator on Thursday solicited interest from banks, including information on their proposed offers and estimated costs for First Republic Bank deposit insurance, and on Friday invited two companies to participate in the next step of the bidding process.</p><p><p style=\"text-align: justify;\">Bloomberg stated that the bidding process initiated by regulators could pave the way for the sale of First Republic Bank, without the lengthy auction process that occurred when Silicon Valley Bank and Signature Bank collapsed.</p><p><p style=\"text-align: justify;\">Furthermore, the precipitous drop in First Republic Bank's stock (down 97% year-to-date) has reduced its market capitalization to just $650 million.<strong>This may also provide some feasibility for the acquisition.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c0b589ac7783879dc11eba6207dc3e3\" tg-width=\"560\" tg-height=\"240\"/></p><p><p style=\"text-align: justify;\">Wall Street Journal reported earlier today that U.S. officials, including the FDIC, the U.S. Treasury Department, and the Federal Reserve, are coordinating meetings with other banks to facilitate a bailout plan for First Republic Bank.</p><p><p style=\"text-align: justify;\">Previously, First Republic Bank's advisors sought to get several banks involved in the bailout a month ago to buy its assets at above-market prices.</p><p><p style=\"text-align: justify;\">Although buyers lose money when they buy, these potential buyers' $30 billion deposits at First Republic Bank are not insured. If they believe First Republic Bank is about to go bankrupt, they could risk losing the money altogether.</p><p><p style=\"text-align: justify;\">Furthermore, even if the federal government uses its emergency powers to guarantee these deposits, large banks will need to replenish huge sums of money with the FDIC. As part of the deal, several banks that intervened in the bailout could receive some form of equity.</p><p><p style=\"text-align: justify;\"><strong>Such a plan would result in short-term losses for the rescued banks, but in the long run it may be less costly than failing First Republic Bank and being taken over by regulators.</strong></p><p><h2>Regulatory barriers</h2><p style=\"text-align: justify;\">However, even though First Republic Bank's market capitalization has dwindled, regulatory rules could also add obstacles to acquisitions.</p><p><p style=\"text-align: justify;\">Because JPMorgan Chase is one of the few large banks in the United States that absorbs more than 10% of deposits,<strong>According to U.S. regulations, the bank is not eligible to acquire another institution that also takes deposits, which would make it bigger again.</strong></p><p><p style=\"text-align: justify;\">Nevertheless, there is the possibility of an exception in order to save First Republic Bank.</p><p><p style=\"text-align: justify;\">The FDIC prefers to limit the solution to the private sector rather than the billions it would have to pay to take over a bank again. The agency had previously planned to conduct a special assessment of the banking sector to cover the costs of the bankruptcies of Silicon Valley Bank and Signature Bank last month.</p><p><p style=\"text-align: justify;\">Previously, media outlets, citing sources, reported that the most likely outcome for First Republic Bank was a takeover by the FDIC. If First Republic is taken over by regulators, the FDIC will still ask other banks about possible acquisition bids. However, sources said at the time that there was still hope for a solution that would prevent First Republic from being taken over by the FDIC.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3687776\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ffc56982f828847b68443cfbde6a957b","relate_stocks":{"FRCB":"第一共和银行"},"source_url":"https://wallstreetcn.com/articles/3687776","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193243086","content_text":"作为吸收存款超过10%的大型银行，摩根大通的收购在监管方面存在障碍，但为了拯救第一共和银行，也存在破例的可能性。岌岌可危的第一共和银行迎来了意向方：摩根大通、PNC都有可能成为最终收购者。据彭博今日报道，美国联邦存款保险公司（FDIC）要求包括摩根大通和PNC金融服务集团在内的银行在周日之前提交对第一共和银行的最终报价。监管机构于周四向各家银行征求了意向，包括了解这些银行建议的报价以及对第一共和银行存款保险金的预估成本，并于周五邀请了两家公司参加了下一步的竞标过程。彭博表示，监管机构启动的竞标程序可能为第一共和银行的出售铺平道路，而不会像硅谷银行和签字银行倒闭时经历漫长的拍卖流程。此外，第一共和银行股票的断崖式下跌（今年以来下跌97%）已经使市值跌至仅有6.5亿美元，这可能也为收购提供了一定程度上的可行性。华尔街见闻今日早些时候曾介绍，包括FDIC、美国财政部和美联储在内的美国官员们正在协调与其他银行的会议，以促成对第一共和银行的救助计划。此前，第一共和银行的顾问们寻求让数家参与了一个月前救助行动的银行以高于市价的价格购买其资产。尽管买家买入即亏，但这些潜在买家在第一共和银行的300亿美元存款没有保险。如果他们认为第一共和银行即将破产，他们可能会面临彻底失去这笔钱的风险。此外，即使联邦政府动用紧急权力为这些存款提供担保，大型银行也需要向FDIC补充巨额资金。作为交易的一部分，多家出手救助的银行可以获得某种形式的股权。上述方案将导致出手相救的银行短期内蒙受损失，但从长远来看，可能比让第一共和银行倒闭并被监管机构接管的成本更低。监管障碍然而，尽管第一共和银行的市值已经所剩无几，但监管规定也可能为收购行动增加阻碍。由于摩根大通是全美少数几家吸收存款超过10%的大型银行，根据美国监管规定，该行没有资格再收购一家同样吸收存款的机构，这将令其规模再一次壮大。尽管如此，为了拯救第一共和银行，也存在破例的可能性。相比FDIC再次接管一家银行所必须付出的数十亿成本，FDIC更希望将解决方案限制在私营部门。此前该机构已经计划对银行业进行特别评估，以支付硅谷银行和签名银行上个月破产的费用。此前媒体援引消息人士称，第一共和银行最有可能的结果就是被FDIC接管。如果第一共和银行被监管机构接管，FDIC仍将问询其他银行，让他们进行可能的收购投标。不过消息人士当时称，也仍有希望找到一个第一共和不被FDIC接管的解决方案。","news_type":1,"symbols_score_info":{"FRCB":0.9,"FRC":0.9}},"isVote":1,"tweetType":1,"viewCount":5629,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/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":"The Federal Reserve blamed the collapse of Silicon Valley Bank on management problems and inadequate supervision.","url":"https://stock-news.laohu8.com/highlight/detail?id=1149416254","media":"华尔街见闻","summary":"硅谷银行的管理层和总监们未能管理好自家公司的众多风险。","content":"<p><html><head></head><body>Michael Barr, Vice Chairman of the Federal Reserve for Financial Supervision, blamed the collapse of Silicon Valley Bank (SVB) on corporate governance and inappropriate regulation and will consider improving liquidity and capital requirements.</p><p><p style=\"text-align: start;\">Silicon Valley Bank's management and directors failed to manage their company's many risks.</p><p><p style=\"text-align: start;\">Silicon Valley Bank had as many as 31 warnings, three times the industry average.</p><p><p style=\"text-align: start;\">Regulators failed to do enough to ensure that Silicon Valley Bank could address its numerous problems.</p><p><p style=\"text-align: start;\">The Federal Reserve Governing Council has advocated a less decisive approach to regulation.</p><p><p style=\"text-align: start;\">The Federal Reserve's pandering posture and shift in stance hinder regulation (targeting institutions such as Silicon Valley Bank).</p><p><p style=\"text-align: start;\">Calls for \"stronger standards\" for a wider range of banking institutions.</p><p><p style=\"text-align: start;\">Restricting bank repurchases and dividend payments may be an \"appropriate move\".</p><p><p style=\"text-align: start;\">Consideration should be given to introducing stricter standards for incentive mechanisms (in the banking industry).</p><p><p style=\"text-align: start;\">More banking institutions should assess profits and losses and assets for sale.</p><p><p style=\"text-align: start;\">A reassessment system targeting banks with assets exceeding $100 billion.</p><p><p style=\"text-align: start;\">Federal Reserve Chairman Jerome Powell supported several of Barr's recommendations regarding systems and regulation.</p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Federal Reserve blamed the collapse of Silicon Valley Bank on management problems and inadequate supervision.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Federal Reserve blamed the collapse of Silicon Valley Bank on management problems and inadequate supervision.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-28 23:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Michael Barr, Vice Chairman of the Federal Reserve for Financial Supervision, blamed the collapse of Silicon Valley Bank (SVB) on corporate governance and inappropriate regulation and will consider improving liquidity and capital requirements.</p><p><p style=\"text-align: start;\">Silicon Valley Bank's management and directors failed to manage their company's many risks.</p><p><p style=\"text-align: start;\">Silicon Valley Bank had as many as 31 warnings, three times the industry average.</p><p><p style=\"text-align: start;\">Regulators failed to do enough to ensure that Silicon Valley Bank could address its numerous problems.</p><p><p style=\"text-align: start;\">The Federal Reserve Governing Council has advocated a less decisive approach to regulation.</p><p><p style=\"text-align: start;\">The Federal Reserve's pandering posture and shift in stance hinder regulation (targeting institutions such as Silicon Valley Bank).</p><p><p style=\"text-align: start;\">Calls for \"stronger standards\" for a wider range of banking institutions.</p><p><p style=\"text-align: start;\">Restricting bank repurchases and dividend payments may be an \"appropriate move\".</p><p><p style=\"text-align: start;\">Consideration should be given to introducing stricter standards for incentive mechanisms (in the banking industry).</p><p><p style=\"text-align: start;\">More banking institutions should assess profits and losses and assets for sale.</p><p><p style=\"text-align: start;\">A reassessment system targeting banks with assets exceeding $100 billion.</p><p><p style=\"text-align: start;\">Federal Reserve Chairman Jerome Powell supported several of Barr's recommendations regarding systems and regulation.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/livenews/2455612\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9cd29490297b10c3f50798a61050f13","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/livenews/2455612","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1149416254","content_text":"美联储负责金融监管事务的副主席Michael Barr：将硅谷银行（SVB）倒闭归咎于公司管理和不适当的监管，将考虑改善流动性和资本要求。硅谷银行的管理层和总监们未能管理好自家公司的众多风险。硅谷银行曾出现多达31项警告，那是行业均值的三倍。在确保硅谷银行能够处置众多问题方面，监管人员们没能付出足够的努力。美联储理事会曾提倡实施不那么果断的监管方式。美联储的迎合姿态和立场转变妨碍到（针对硅谷银行等机构的）监管。呼吁针对更大范围的银行机构实施“更加强有力的标准”。限制银行回购和派息可能会是“适当之举”。应当考虑针对（银行业的）激励机制出台更加严苛的标准。更多的银行机构应当评估盈亏和待售资产。针对那些资产规模超过1000亿美元的银行重新评估制度。美联储主席鲍威尔支持Barr针对制度和监管的若干建议。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":5135,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/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":"Is inflation stealing the spotlight? The market's focus has quietly shifted!","url":"https://stock-news.laohu8.com/highlight/detail?id=2330307711","media":"金十数据","summary":"全球第四大财经网站Investing.com撰文指出，短期投资者必须始终意识到，尽管市场上每天都充斥着各种各样的事件，但正如行为金融学领域多次提到的那样，人性往往会偏向关注负面消息。去年市场的低迷情绪","content":"<p><html><head></head><body>Investing.com, the world's fourth-largest financial website, wrote that short-term investors must always be aware that although the market is flooded with all sorts of events every day, as the field of behavioral finance has repeatedly mentioned, human nature tends to focus on negative news.</p><p>Last year's sluggish market sentiment was mainly driven by inflation trends and the Federal Reserve's rate hike path. The market has begun to rebound since mid-October, but concerns about an economic recession remain. But now,<strong>The U.S. debt ceiling crisis will become the next hot topic dominating the market.</strong></p><p>The U.S. Treasury Department took extraordinary measures to address various government spending issues after reaching its borrowing ceiling on January 19. This scenario is not unfamiliar, and its impact largely depends on overall market sentiment. To be sure, this sentiment is still negative.</p><p>As shown in the chart below, short positions in not only stocks but also US Treasury bonds are at historically high levels. This is due to the debt ceiling impasse, along with...<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>The dismal quarterly report triggered some unease.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e20866bb8aaec64b2b4410bd7e4b8e62\" tg-width=\"936\" tg-height=\"522\"/></p><p>The cost of insurance against a U.S. default has also risen sharply, indicating that the market is closely monitoring developments (see chart below). Thursday, according to<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>According to market intelligence, U.S. five-year credit default swaps rose to 67 basis points from 66 basis points at Wednesday's close, the highest level since at least 2011.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2af3c83de17aff1f173eca35da7d39f4\" tg-width=\"855\" tg-height=\"397\"/></p><p>In theory, August 18 is the key date for the Treasury to run out of funds. Therefore, it is crucial for the Biden administration to reach an agreement before this date. Possible options are:</p><p>A political solution (reaching an agreement with the Republican Party, which demands reductions in federal spending as a prerequisite); The new bonds were issued under completely unusual circumstances (they may be above nominal levels, but it remains to be seen how the market will react to this, especially who will buy them). Further unconventional measures (Biden can invoke the 14th Amendment to follow up on federal payments). Although there may be other more \"creative\" solutions, Investing analysts believe they are not worth paying attention to.</p><p>Analysts point out that while everyone is still focused on inflation, in reality,<strong>The short-term driver of market trends will be the US debt ceiling impasse and its solution.</strong>In his view,<strong>Inflation will continue to decline, especially in June and July, where the base effect will contribute more than 1% to the decline.</strong></p><p>However, it should be noted that these are, as always, only distractions for medium- to long-term investors. But for short-term traders, human nature will never change, and paying attention to the debt ceiling crisis is the top priority.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Rebel: U.S. Debt Ceiling Deadline</p><p>Recently, Wall Street investment banks have begun to announce that the debt ceiling deadline will arrive ahead of schedule. Goldman Sachs is one of them. However, on Wednesday, Goldman Sachs said that unexpectedly strong tax revenues this week reduced the likelihood that the Treasury Department would face the risk of a federal payment default as early as June.<strong>The end of July is more likely.</strong>The bank said Tuesday's tax figures were unexpectedly high,<strong>It is 14% higher than the same period in 2022.</strong></p><p>In response, Goldman Sachs economist Alec Phillips wrote in a report to clients on Wednesday:</p><p>\"If tax revenues can maintain this trend, the Treasury should be able to continue making all scheduled payments until the end of July without raising the debt ceiling.\" Meanwhile, there are no signs of compromise in the partisan battle in Congress over raising the debt ceiling. House Republicans on Wednesday passed a bill that would extend its debt ceiling by about a year while cutting spending in the coming years. But Biden and Democrats refused to attach conditions and continued to push for a straightforward bill.</p><p>Phillips said the bill’s passage could reinforce the Republican position of insisting on raising the debt ceiling at the expense of spending cuts. Assuming late July is the deadline<strong>These negotiations may take several weeks, or even longer, to begin.</strong>。 “In our view, the policy most likely to accompany an increase in the debt ceiling is to ‘cap discretionary spending,’ which is lower than what House Republicans expected,” he said.</p><p></body></html></p>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is inflation stealing the spotlight? The market's focus has quietly shifted!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs inflation stealing the spotlight? The market's focus has quietly shifted!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2023-04-27 18:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Investing.com, the world's fourth-largest financial website, wrote that short-term investors must always be aware that although the market is flooded with all sorts of events every day, as the field of behavioral finance has repeatedly mentioned, human nature tends to focus on negative news.</p><p>Last year's sluggish market sentiment was mainly driven by inflation trends and the Federal Reserve's rate hike path. The market has begun to rebound since mid-October, but concerns about an economic recession remain. But now,<strong>The U.S. debt ceiling crisis will become the next hot topic dominating the market.</strong></p><p>The U.S. Treasury Department took extraordinary measures to address various government spending issues after reaching its borrowing ceiling on January 19. This scenario is not unfamiliar, and its impact largely depends on overall market sentiment. To be sure, this sentiment is still negative.</p><p>As shown in the chart below, short positions in not only stocks but also US Treasury bonds are at historically high levels. This is due to the debt ceiling impasse, along with...<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>The dismal quarterly report triggered some unease.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e20866bb8aaec64b2b4410bd7e4b8e62\" tg-width=\"936\" tg-height=\"522\"/></p><p>The cost of insurance against a U.S. default has also risen sharply, indicating that the market is closely monitoring developments (see chart below). Thursday, according to<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>According to market intelligence, U.S. five-year credit default swaps rose to 67 basis points from 66 basis points at Wednesday's close, the highest level since at least 2011.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2af3c83de17aff1f173eca35da7d39f4\" tg-width=\"855\" tg-height=\"397\"/></p><p>In theory, August 18 is the key date for the Treasury to run out of funds. Therefore, it is crucial for the Biden administration to reach an agreement before this date. Possible options are:</p><p>A political solution (reaching an agreement with the Republican Party, which demands reductions in federal spending as a prerequisite); The new bonds were issued under completely unusual circumstances (they may be above nominal levels, but it remains to be seen how the market will react to this, especially who will buy them). Further unconventional measures (Biden can invoke the 14th Amendment to follow up on federal payments). Although there may be other more \"creative\" solutions, Investing analysts believe they are not worth paying attention to.</p><p>Analysts point out that while everyone is still focused on inflation, in reality,<strong>The short-term driver of market trends will be the US debt ceiling impasse and its solution.</strong>In his view,<strong>Inflation will continue to decline, especially in June and July, where the base effect will contribute more than 1% to the decline.</strong></p><p>However, it should be noted that these are, as always, only distractions for medium- to long-term investors. But for short-term traders, human nature will never change, and paying attention to the debt ceiling crisis is the top priority.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Rebel: U.S. Debt Ceiling Deadline</p><p>Recently, Wall Street investment banks have begun to announce that the debt ceiling deadline will arrive ahead of schedule. Goldman Sachs is one of them. However, on Wednesday, Goldman Sachs said that unexpectedly strong tax revenues this week reduced the likelihood that the Treasury Department would face the risk of a federal payment default as early as June.<strong>The end of July is more likely.</strong>The bank said Tuesday's tax figures were unexpectedly high,<strong>It is 14% higher than the same period in 2022.</strong></p><p>In response, Goldman Sachs economist Alec Phillips wrote in a report to clients on Wednesday:</p><p>\"If tax revenues can maintain this trend, the Treasury should be able to continue making all scheduled payments until the end of July without raising the debt ceiling.\" Meanwhile, there are no signs of compromise in the partisan battle in Congress over raising the debt ceiling. House Republicans on Wednesday passed a bill that would extend its debt ceiling by about a year while cutting spending in the coming years. But Biden and Democrats refused to attach conditions and continued to push for a straightforward bill.</p><p>Phillips said the bill’s passage could reinforce the Republican position of insisting on raising the debt ceiling at the expense of spending cuts. Assuming late July is the deadline<strong>These negotiations may take several weeks, or even longer, to begin.</strong>。 “In our view, the policy most likely to accompany an increase in the debt ceiling is to ‘cap discretionary spending,’ which is lower than what House Republicans expected,” he said.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=111403&type=news&data_type=0\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5e0896d3edaca3729837f9abf1db1d23","relate_stocks":{"IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4504":"桥水持仓","GS":"高盛","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)"},"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":4955,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947993741","repostId":"1181662804","repostType":2,"isVote":1,"tweetType":1,"viewCount":2166,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/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":"sh","language":"zh","title":"Earnings Preview | Is there still room for disappointment in Google's performance? But AI guidance will be key.","url":"https://stock-news.laohu8.com/highlight/detail?id=1144371077","media":"老虎资讯综合","summary":"美国银行分析师预测谷歌搜索和云服务将获得在线收入，但 YouTube 将面临压力。该公司面临的主要挑战是 AI 整合到搜索中。互联网搜索引擎巨头谷歌母公司Alphabet Inc（纳斯达克股票代码：G","content":"<p><html><head></head><body><strong>Bank of America analysts predict that Google search and cloud services will generate online revenue, but YouTube will face pressure. The company's main challenge is integrating AI into search.</strong>Internet search engine giant<a href=\"https://laohu8.com/S/GOOG\">Google</a>The parent company, Alphabet Inc. (NASDAQ: GOOG), will release its first-quarter earnings results after the U.S. stock market closes on Tuesday, April 25.</p><p><strong>Five things to know before Alphabet's first-quarter earnings report:</strong></p><p><ul><li>Wall Street analysts consistently expect earnings per share of $1.08 on revenue of $68.87 billion for the quarter.</p><p></li><li>Revenue is expected to decline 9% from the fourth quarter of 2022 and 17% from the first quarter of 2022.</p><p></li><li>Sales estimates indicate a 10% decrease compared to the fourth quarter of 2022 and flat performance compared to the first quarter of 2022.</p><p></li><li>In the past four quarters, the company's earnings and revenue have not met expectations. Alphabet's earnings forecast for the fourth quarter of 2022 was below 11%.</p><p></li><li>Alphabet shares fell 2.75% after poor results in the fourth quarter of 2022 and 9.1% after poor results in the third quarter of 2022.</p><p></li></ul><strong><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Views on Alphabet's earnings report</strong></p><p>Bank of America analysts predict that Google search and cloud services will generate online revenue, but YouTube will face pressure.</p><p>Overall, Bank of America expects earnings of $1.07 per share, slightly below Wall Street's forecast of $1.08. Experts believe that the first quarter may show an improvement in Alphabet's costs.</p><p>The company's main challenge is the integration of AI into search, both in terms of timing and impact, so discussions about future plans and prospects may constitute the most important stock driver. According to Bank of America, Alphabet will become a more defensive self-help stock among internet groups by 2023, with greater relative earnings stability due to its spending flexibility, high profit margins, and the possibility of backing the stock through buybacks.</p><p><strong>Alphabet's stock performance and valuation</strong></p><p>Alphabet's stock price is $105 per share, and as of this writing, it has risen more than 19% year-to-date, outperforming the S&P 500's 7.7% gain.</p><p>The stock price is nearly 30% lower than the all-time high of $151 set in February 2022.</p><p>In the first quarter of 2023, the stock price rose 17.5%, marking its strongest quarterly performance since the second quarter of 2021.</p><p>According to Benzinga's professional data, the stock's forward P/E is 19.45.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings Preview | Is there still room for disappointment in Google's performance? But AI guidance will be key.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarnings Preview | Is there still room for disappointment in Google's performance? But AI guidance will be key.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-04-22 11:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Bank of America analysts predict that Google search and cloud services will generate online revenue, but YouTube will face pressure. The company's main challenge is integrating AI into search.</strong>Internet search engine giant<a href=\"https://laohu8.com/S/GOOG\">Google</a>The parent company, Alphabet Inc. (NASDAQ: GOOG), will release its first-quarter earnings results after the U.S. stock market closes on Tuesday, April 25.</p><p><strong>Five things to know before Alphabet's first-quarter earnings report:</strong></p><p><ul><li>Wall Street analysts consistently expect earnings per share of $1.08 on revenue of $68.87 billion for the quarter.</p><p></li><li>Revenue is expected to decline 9% from the fourth quarter of 2022 and 17% from the first quarter of 2022.</p><p></li><li>Sales estimates indicate a 10% decrease compared to the fourth quarter of 2022 and flat performance compared to the first quarter of 2022.</p><p></li><li>In the past four quarters, the company's earnings and revenue have not met expectations. Alphabet's earnings forecast for the fourth quarter of 2022 was below 11%.</p><p></li><li>Alphabet shares fell 2.75% after poor results in the fourth quarter of 2022 and 9.1% after poor results in the third quarter of 2022.</p><p></li></ul><strong><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Views on Alphabet's earnings report</strong></p><p>Bank of America analysts predict that Google search and cloud services will generate online revenue, but YouTube will face pressure.</p><p>Overall, Bank of America expects earnings of $1.07 per share, slightly below Wall Street's forecast of $1.08. Experts believe that the first quarter may show an improvement in Alphabet's costs.</p><p>The company's main challenge is the integration of AI into search, both in terms of timing and impact, so discussions about future plans and prospects may constitute the most important stock driver. According to Bank of America, Alphabet will become a more defensive self-help stock among internet groups by 2023, with greater relative earnings stability due to its spending flexibility, high profit margins, and the possibility of backing the stock through buybacks.</p><p><strong>Alphabet's stock performance and valuation</strong></p><p>Alphabet's stock price is $105 per share, and as of this writing, it has risen more than 19% year-to-date, outperforming the S&P 500's 7.7% gain.</p><p>The stock price is nearly 30% lower than the all-time high of $151 set in February 2022.</p><p>In the first quarter of 2023, the stock price rose 17.5%, marking its strongest quarterly performance since the second quarter of 2021.</p><p>According to Benzinga's professional data, the stock's forward P/E is 19.45.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6d25e1a14780c2d1e6ec5ecf96395d05","relate_stocks":{"BK4588":"碎股","BK4507":"流媒体概念","LU0079474960.USD":"联博美国增长基金A","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4525":"远程办公概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","BK4527":"明星科技股","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","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","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","GOOGL":"谷歌A","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","GOOG":"谷歌","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD"},"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":1371,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/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, the growth rate of US junk bonds has returned to its peak.","url":"https://stock-news.laohu8.com/highlight/detail?id=2328194710","media":"华尔街见闻","summary":"随着经济衰退缓慢逼近，企业债券正以2020年以来最快的速度被降为垃圾债。4月19日周三，巴克莱策略师 Dominique Toublan 等的最新研究显示，今年第一季度，共有114亿美元的债券被降级为","content":"<p><html><head></head><body>As a recession slowly approaches, corporate bonds are being downgraded to junk bonds at the fastest pace since 2020.</p><p>On Wednesday, April 19th, the latest research by Barclays strategist Dominique Toublan and others showed that...<strong>In the first quarter of this year, a total of $11.4 billion in bonds were downgraded to junk status, representing approximately 60% of the total number of bonds downgraded to junk status for the entire year of 2022.</strong>。 The bank estimates that bond trading volume for the whole year is expected to reach its highest level since 2020, when the outbreak of the pandemic triggered a large-scale wave of bond downgrades.</p><p>This reflects the pressure many businesses are facing as the Federal Reserve embarks on its most aggressive rate hike cycle in decades. Companies whose ratings were downgraded to junk status will face additional financing costs as the number of investors eligible to purchase their bonds decreases.</p><p>Barclays predicts that,<strong>As slowing economic growth puts additional pressure on borrowers, the rate of increase in junk bonds will accelerate in the second half of this year.</strong>It is expected that $60 billion to $80 billion worth of bonds, known as \"fallen angels,\" will be downgraded to junk status this year.</p><p>In an interview, Toublan stated:</p><p>The downgrade from investment grade to junk grade indicates that the company's credit standing has deteriorated. The question is, is this just a company problem, or is it a more widespread phenomenon? But Barclays added,<strong>Although more and more companies are being downgraded to junk status, more and more bonds may also be upgraded to investment grade.</strong>。 The bank expects $60 billion to $70 billion to come from these \"rising stars\" this year, which would be the second-highest annual total on record. The pace of rating upgrades may not slow until the second half of this year.</p><p>Nissan contributed a significant portion of the downgraded bonds.<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>The rating agency downgraded it to speculative rating in March of this year. Companies whose ratings were downgraded also include<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>And Axos Financial.</p><p>Although trading volume on these downgraded bonds is increasing, the rating downgrade still appears to be relatively moderate. Barclays stated that the bank's forecast of $60 billion to $80 billion in rating downgrades represents approximately 2.2% of BBB-rated corporate bonds, compared to an average of nearly 6.6% since 2000.</p><p>Analysts believe that,<strong>The previous banking crisis could significantly reduce banks' lending activities. Data from the Federal Reserve shows that since mid-March, the total amount of loans on banks' books has decreased by about $95 billion. Credit conditions are generally tightening, which often drives more rating downgrades.</strong></p><p>Fitch Ratings wrote in a report on Monday that declining profits could erode those of corporate borrowers and potentially harm those of issuers who are more sensitive to economic changes. The agency predicts that the United States will begin to enter an economic recession at the end of the third quarter of this year.</p><p>Fitch stated:</p><p>Monetary tightening and slowing economic growth will negatively impact demand, while easing inflation will reduce pricing power, leading to slower revenue growth for some U.S. companies and a weakened ability to protect profit margins without cutting costs.</body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A surge of $11.4 billion in a single quarter! Under the pressure of economic recession, the growth rate of US junk bonds has returned to its peak.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA surge of $11.4 billion in a single quarter! Under the pressure of economic recession, the growth rate of US junk bonds has returned to its peak.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-20 23:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>As a recession slowly approaches, corporate bonds are being downgraded to junk bonds at the fastest pace since 2020.</p><p>On Wednesday, April 19th, the latest research by Barclays strategist Dominique Toublan and others showed that...<strong>In the first quarter of this year, a total of $11.4 billion in bonds were downgraded to junk status, representing approximately 60% of the total number of bonds downgraded to junk status for the entire year of 2022.</strong>。 The bank estimates that bond trading volume for the whole year is expected to reach its highest level since 2020, when the outbreak of the pandemic triggered a large-scale wave of bond downgrades.</p><p>This reflects the pressure many businesses are facing as the Federal Reserve embarks on its most aggressive rate hike cycle in decades. Companies whose ratings were downgraded to junk status will face additional financing costs as the number of investors eligible to purchase their bonds decreases.</p><p>Barclays predicts that,<strong>As slowing economic growth puts additional pressure on borrowers, the rate of increase in junk bonds will accelerate in the second half of this year.</strong>It is expected that $60 billion to $80 billion worth of bonds, known as \"fallen angels,\" will be downgraded to junk status this year.</p><p>In an interview, Toublan stated:</p><p>The downgrade from investment grade to junk grade indicates that the company's credit standing has deteriorated. The question is, is this just a company problem, or is it a more widespread phenomenon? But Barclays added,<strong>Although more and more companies are being downgraded to junk status, more and more bonds may also be upgraded to investment grade.</strong>。 The bank expects $60 billion to $70 billion to come from these \"rising stars\" this year, which would be the second-highest annual total on record. The pace of rating upgrades may not slow until the second half of this year.</p><p>Nissan contributed a significant portion of the downgraded bonds.<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>The rating agency downgraded it to speculative rating in March of this year. Companies whose ratings were downgraded also include<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>And Axos Financial.</p><p>Although trading volume on these downgraded bonds is increasing, the rating downgrade still appears to be relatively moderate. Barclays stated that the bank's forecast of $60 billion to $80 billion in rating downgrades represents approximately 2.2% of BBB-rated corporate bonds, compared to an average of nearly 6.6% since 2000.</p><p>Analysts believe that,<strong>The previous banking crisis could significantly reduce banks' lending activities. Data from the Federal Reserve shows that since mid-March, the total amount of loans on banks' books has decreased by about $95 billion. Credit conditions are generally tightening, which often drives more rating downgrades.</strong></p><p>Fitch Ratings wrote in a report on Monday that declining profits could erode those of corporate borrowers and potentially harm those of issuers who are more sensitive to economic changes. The agency predicts that the United States will begin to enter an economic recession at the end of the third quarter of this year.</p><p>Fitch stated:</p><p>Monetary tightening and slowing economic growth will negatively impact demand, while easing inflation will reduce pricing power, leading to slower revenue growth for some U.S. companies and a weakened ability to protect profit margins without cutting costs.</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3687055\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7e77c16b21cd06df0b4a3ec9f76087f1","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3687055","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2328194710","content_text":"随着经济衰退缓慢逼近，企业债券正以2020年以来最快的速度被降为垃圾债。4月19日周三，巴克莱策略师 Dominique Toublan 等的最新研究显示，今年第一季度，共有114亿美元的债券被降级为垃圾债券，这一数字约占2022年全年被降为垃圾级债券的60%。该行估计，今年全年的债券交易量有望达到自2020年以来的最高水平，当时疫情爆发引发了大规模的债券降级浪潮。这反映出，随着美联储开启数十年来最激进的加息周期，许多企业正面临着压力。由于有资格购买其债券的投资者数量减少，那些评级被下调至垃圾级的企业将面临额外的融资支出。巴克莱预计，随着经济增长放缓给借款人带来了额外的压力，垃圾级债券的增加速度将在今年下半年加快。预计今年将有600亿至800亿美元规模的债券将被降至垃圾级，这些债券被称为“堕落天使”。Toublan 在接受采访时表示：从投资级降至垃圾级，表明该公司的信用状况恶化。问题是，这只是一家公司的问题，还是一个更普遍的现象？但巴克莱补充称，尽管越来越多的企业被降至垃圾级，但可能也会有越来越多的债券被调高至投资级。该行预计，今年将有600亿至700亿美元来自这些“新星”，这将是有纪录以来第二高的年度总额。到今年下半年，评级上调的步伐才可能会放缓。在评级被下调的债券中，日产汽车贡献了相当一部分的份额。标普全球评级公司在今年3月将其下调至了投机级。评级被下调的企业还包括第一共和银行和Axos Financial公司。虽然有关这些被降级债券的交易量正在上升，但评级的下调似乎仍然是相对温和的。巴克莱称，该行预测的600亿至800亿美元的评级下调约占BBB级公司债券的2.2%，而2000年以来的平均水平接近6.6%。分析认为，此前的银行业危机可能会大幅削减银行的放贷活动。美联储的数据显示，自3月中旬以来，银行账面上的贷款总额已经减少了约950亿美元。信贷环境普遍趋紧，这往往会推动更多的评级下调。惠誉评级公司周一在一份报告中写道，利润下降可能会侵蚀企业借款人的利润，并可能损害对经济变化更为敏感的发行人的利润。该机构预计美国将在今年第三季度末开始步入经济衰退。惠誉表示：货币紧缩和经济增长放缓将对需求产生负面影响，而通胀缓解将降低定价能力，导致一些美国公司的收入增长放缓，在没有削减成本的情况下保护利润率的能力有所减弱。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1512,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944539002","repostId":"2328783312","repostType":2,"isVote":1,"tweetType":1,"viewCount":1448,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/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 for the first quarter of 2023 (US$100 million): 151, expected: 150.28, previous value: 149.64.</p><p>First-quarter net profit (US$100 million): 17, expected: 15.36, previous value: 17.33.</p><p>Q1 EPS: $6.61, expected: $6.057, previous value: $6.44.</p><p>Lockheed Martin's pre-market share price rose rapidly in the short term, turning from a decline to a rise.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bcce1a714321ac406ff7f02dc397b6f\" title=\"\" tg-width=\"1383\" tg-height=\"764\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lockheed Martin's first-quarter revenue was $15.1 billion, slightly exceeding expectations.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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 for the first quarter of 2023 (US$100 million): 151, expected: 150.28, previous value: 149.64.</p><p>First-quarter net profit (US$100 million): 17, expected: 15.36, previous value: 17.33.</p><p>Q1 EPS: $6.61, expected: $6.057, previous value: $6.44.</p><p>Lockheed Martin's pre-market share price rose rapidly in the short term, turning from a decline to a rise.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bcce1a714321ac406ff7f02dc397b6f\" title=\"\" tg-width=\"1383\" tg-height=\"764\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c278da3656f121b0bf93d422677e9201","relate_stocks":{"LMT":"洛克希德马丁"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125440795","content_text":"洛克希德马丁2023年一季度营收（亿美元）： 151，预期：150.28，前值：149.64。一季度净利润（亿美元）： 17，预期：15.36，前值：17.33。一季度EPS： $6.61，预期：$6.057，前值：$6.44。洛克希德马丁盘前股价短线快速拉升，由跌转涨。","news_type":1,"symbols_score_info":{"LMT":0.9}},"isVote":1,"tweetType":1,"viewCount":2203,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/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 \"backfire\" on itself?","url":"https://stock-news.laohu8.com/highlight/detail?id=1135442671","media":"老虎资讯综合","summary":"特斯拉频繁的降价行动令分析人士更加关注其第一季度的毛利率。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The company will release its financial results for the first quarter of 2023, ending March 31, after the market closes on April 19 Eastern Time (April 20 Beijing Time).</p><p>In 2022, Tesla delivered a total of 1.31 million vehicles globally, a 40% increase compared to 2021; Production reached 1.37 million vehicles, a year-on-year increase of 47%, but neither reached the 50% annual growth target.</p><p><strong>The market currently generally expects the company to report first-quarter revenue of $23.46 billion, adjusted profit of $3.057 billion, and earnings per share of $0.86.</strong></p><p><p style=\"text-align: justify;\">Stronger-than-expected results would indicate Tesla's \"cost advantage\" and potential lower input costs, but if the first-quarter results are in line with or below expectations, it would mean overcapacity or product aging, which would put its stock price at risk. Of particular importance, the frequent price cuts have made analysts pay more attention to the electric vehicle manufacturer's gross profit margin in the first quarter.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f14e3cd0b9cf7c3134cc1be1537b19\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>First-quarter deliveries: Is the price reduction effect sustainable?</strong></p><p><p style=\"text-align: justify;\">Tesla to deliver globally in the first quarter of 2023<strong>More than 422,000 vehicles were delivered, breaking the single-quarter delivery record.</strong></p><p>The report shows that in the first quarter of 2023, Tesla produced 440,808 electric vehicles globally and delivered 422,875 units. Of these, 19,437 Model S and Model X units were produced and 10,695 units were delivered; Production of the Model 3 and Model Y was 421,371 units, and deliveries were 412,180 units.</p><p>Compared to the same period last year, Tesla's total production in the first quarter increased by 44% year-on-year, and its deliveries increased by 36% year-on-year, which is 6.69 times the deliveries in the same period of 2019.</p><p>The delivery report indicates that Tesla will continue its transition to \"more balanced mass production targeting different regional markets,\" including Model S/X models currently being shipped to EMEA (Europe/Middle East/Africa) and the Asia-Pacific region.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/206ca2a9f22472a9e476b926b9c14c33\" title=\"\" tg-width=\"690\" tg-height=\"365\"/></p><p><p style=\"text-align: justify;\">Musk's annual sales target of 1.8-2 million vehicles was achieved quite well in the first quarter. However, it cannot be ignored that in the Chinese market, its core production and sales base, the automotive market is facing more intense competition this year, and Tesla needs to respond more flexibly.</p><p>Industry analysts believe that<strong>Tesla's delivery growth is closely related to its price cuts at the beginning of this year, and the direct reason for the price cuts was to stimulate demand.</strong>In January of this year, Tesla lowered the prices of its models in both China and global markets, with an overall decrease of 9%.</p><p>On April 6 local time, Tesla again lowered the prices of its models sold in the United States, reducing the prices of all models by 2% to 6%. This is the fifth price cut by the automaker since January, with the most significant reduction in high-end models. The more popular Model Y has also seen a 4% price reduction, to $52,990.</p><p>At the same time, Tesla also announced that it will adjust the prices of the Model 3 and Model Y in Hong Kong on April 15, with the Model 3 Performance seeing the largest price reduction, by as much as 14.7%.</p><p><p style=\"text-align: justify;\">Tesla had previously launched a price war in the United States, which analysts viewed as a positive sign that the company was trying to boost sales.</p><p>According to Tesla's goal, it aims to increase production more than tenfold to 20 million vehicles per year by 2030. However, Tesla's current models, such as the Model 3/Y, have a maximum sales cycle of 6-7 years and have not undergone a mid-term update. As market competition intensifies, Tesla's products face even more severe challenges.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44ed93f64aaf0be3e65df77daffd77f9\" title=\"\" tg-width=\"597\" tg-height=\"712\"/></p><p><strong>Positive factors: New low-end models are imminent.</strong></p><p>Recent market news suggests that Tesla is planning a grand production capacity layout for its new low-priced models. \"This low-priced Model is a smaller Model Y,\" a source said.<strong>\"Tesla is building an annual production capacity plan of up to 4 million vehicles.\"</strong></p><p><p style=\"text-align: justify;\">It is understood that this is an early-stage production capacity strategy that Tesla is passing on to the supply chain:<strong>The production capacity of 4 million vehicles will be distributed in factories around the world, including 2 million vehicles in the North American Gigafactory, and 1 million vehicles each in the Berlin plant in Germany and the Lingang plant in Shanghai. Among the North American factories, the Monterrey plant in Mexico will be the main production capacity for this new model.</strong></p><p><p style=\"text-align: justify;\">At this year's investor day, Tesla unveiled its Monterrey factory in Mexico. Subsequently, media reports indicated that the factory covers nearly 4,200 acres, which is 68% more than the 2,500 acres of the Texas factory and about 20 times the size of the Shanghai factory.</p><p>If a Tesla car sells for 150,000 yuan, it could clearly trigger another sales frenzy.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d883a08243beba49992da0458236253e\" title=\"\" tg-width=\"640\" tg-height=\"430\"/></p><p><strong>Unfavorable factors: US electric vehicle tax rebate policy changes again</strong></p><p><p style=\"text-align: justify;\">Last Friday, the U.S. Treasury Department and the Internal Revenue Service released new rules for tax credits for electric vehicles. Automakers have found that unless a workaround is found, the outcome is likely to be:<strong>Starting with the new system taking effect on April 18, the tax credits available to electric vehicles will be significantly reduced.</strong></p><p><p style=\"text-align: justify;\">Ford said that starting April 18, its Mustang Mach-E and E-Transit will be eligible for an electric vehicle tax credit of $3,750, down from the current $7,500, after losing half of the tax credit due to not meeting domestic battery procurement requirements.</p><p><p style=\"text-align: justify;\">Starting April 18, the $7,500 tax credit...<strong>Half will depend on whether the battery components are primarily manufactured in North America.</strong>，<strong>The other half depends on whether the battery minerals primarily come from the United States' free trade partners.</strong>。 Over the next five years, to qualify for tax credits, the proportions of the aforementioned components and minerals in automotive batteries will be further increased from 50% and 40%, respectively.</p><p><strong>Major bank ratings</strong></p><p><strong>Wedbush Securities: Outperform rating, target price $225</strong></p><p>Dan Ives, a well-known Tesla bullish analyst at Wedbush Securities, maintained his \"Outperform\" rating on Tesla stock and his $225 price target. He stated that the Model Y/3 price reduction announced in early 2023 \"brought substantial benefits\" to Tesla, and despite macroeconomic uncertainty, demand appears to be stable. Whether Tesla's gross profit margin can exceed 20% remains a key hurdle in the coming quarters.</p><p><strong>Baird: Overweight rating, target price $252</strong></p><p><p style=\"text-align: left;\">Baird stated that he believes Tesla will be able to maintain industry-leading operating profit margins and be in the best position among its automotive peers to withstand economic headwinds. We maintain our \"Buy\" rating on Tesla stock and our $252 target price.</p><p><strong>Bernstein: Underperform rating, $150 target price</strong></p><p><p style=\"text-align: left;\">Bernstein stated that Tesla's price cuts were not surprising, but the timing and details were \"a bit surprising,\" suggesting that price cuts may continue in other markets around the world. The agency stated that the price reduction reflects Tesla's need to stimulate market demand. We maintain our underperform rating on Tesla stock and our price target of $150.</p><p><strong>Wolfe Research: Peer Performance Ratings</strong></p><p><p style=\"text-align: left;\">Wolfe Research analyst Rod Lache said that while price cuts in the United States may raise questions about demand for cars, Tesla \"will significantly reduce costs in the future.\" The company stated that investors may have underestimated the new investment in Tesla Energy. We maintain our peer performance rating on Tesla stock, and investors should not be surprised if a price cut triggers a negative short-term reaction to the stock price.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Financial Report Preview | How long can Tesla's price reduction dividend last, and will it \"backfire\" on itself?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFinancial Report Preview | How long can Tesla's price reduction dividend last, and will it \"backfire\" on itself?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-04-11 17:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The company will release its financial results for the first quarter of 2023, ending March 31, after the market closes on April 19 Eastern Time (April 20 Beijing Time).</p><p>In 2022, Tesla delivered a total of 1.31 million vehicles globally, a 40% increase compared to 2021; Production reached 1.37 million vehicles, a year-on-year increase of 47%, but neither reached the 50% annual growth target.</p><p><strong>The market currently generally expects the company to report first-quarter revenue of $23.46 billion, adjusted profit of $3.057 billion, and earnings per share of $0.86.</strong></p><p><p style=\"text-align: justify;\">Stronger-than-expected results would indicate Tesla's \"cost advantage\" and potential lower input costs, but if the first-quarter results are in line with or below expectations, it would mean overcapacity or product aging, which would put its stock price at risk. Of particular importance, the frequent price cuts have made analysts pay more attention to the electric vehicle manufacturer's gross profit margin in the first quarter.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f14e3cd0b9cf7c3134cc1be1537b19\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>First-quarter deliveries: Is the price reduction effect sustainable?</strong></p><p><p style=\"text-align: justify;\">Tesla to deliver globally in the first quarter of 2023<strong>More than 422,000 vehicles were delivered, breaking the single-quarter delivery record.</strong></p><p>The report shows that in the first quarter of 2023, Tesla produced 440,808 electric vehicles globally and delivered 422,875 units. Of these, 19,437 Model S and Model X units were produced and 10,695 units were delivered; Production of the Model 3 and Model Y was 421,371 units, and deliveries were 412,180 units.</p><p>Compared to the same period last year, Tesla's total production in the first quarter increased by 44% year-on-year, and its deliveries increased by 36% year-on-year, which is 6.69 times the deliveries in the same period of 2019.</p><p>The delivery report indicates that Tesla will continue its transition to \"more balanced mass production targeting different regional markets,\" including Model S/X models currently being shipped to EMEA (Europe/Middle East/Africa) and the Asia-Pacific region.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/206ca2a9f22472a9e476b926b9c14c33\" title=\"\" tg-width=\"690\" tg-height=\"365\"/></p><p><p style=\"text-align: justify;\">Musk's annual sales target of 1.8-2 million vehicles was achieved quite well in the first quarter. However, it cannot be ignored that in the Chinese market, its core production and sales base, the automotive market is facing more intense competition this year, and Tesla needs to respond more flexibly.</p><p>Industry analysts believe that<strong>Tesla's delivery growth is closely related to its price cuts at the beginning of this year, and the direct reason for the price cuts was to stimulate demand.</strong>In January of this year, Tesla lowered the prices of its models in both China and global markets, with an overall decrease of 9%.</p><p>On April 6 local time, Tesla again lowered the prices of its models sold in the United States, reducing the prices of all models by 2% to 6%. This is the fifth price cut by the automaker since January, with the most significant reduction in high-end models. The more popular Model Y has also seen a 4% price reduction, to $52,990.</p><p>At the same time, Tesla also announced that it will adjust the prices of the Model 3 and Model Y in Hong Kong on April 15, with the Model 3 Performance seeing the largest price reduction, by as much as 14.7%.</p><p><p style=\"text-align: justify;\">Tesla had previously launched a price war in the United States, which analysts viewed as a positive sign that the company was trying to boost sales.</p><p>According to Tesla's goal, it aims to increase production more than tenfold to 20 million vehicles per year by 2030. However, Tesla's current models, such as the Model 3/Y, have a maximum sales cycle of 6-7 years and have not undergone a mid-term update. As market competition intensifies, Tesla's products face even more severe challenges.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44ed93f64aaf0be3e65df77daffd77f9\" title=\"\" tg-width=\"597\" tg-height=\"712\"/></p><p><strong>Positive factors: New low-end models are imminent.</strong></p><p>Recent market news suggests that Tesla is planning a grand production capacity layout for its new low-priced models. \"This low-priced Model is a smaller Model Y,\" a source said.<strong>\"Tesla is building an annual production capacity plan of up to 4 million vehicles.\"</strong></p><p><p style=\"text-align: justify;\">It is understood that this is an early-stage production capacity strategy that Tesla is passing on to the supply chain:<strong>The production capacity of 4 million vehicles will be distributed in factories around the world, including 2 million vehicles in the North American Gigafactory, and 1 million vehicles each in the Berlin plant in Germany and the Lingang plant in Shanghai. Among the North American factories, the Monterrey plant in Mexico will be the main production capacity for this new model.</strong></p><p><p style=\"text-align: justify;\">At this year's investor day, Tesla unveiled its Monterrey factory in Mexico. Subsequently, media reports indicated that the factory covers nearly 4,200 acres, which is 68% more than the 2,500 acres of the Texas factory and about 20 times the size of the Shanghai factory.</p><p>If a Tesla car sells for 150,000 yuan, it could clearly trigger another sales frenzy.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d883a08243beba49992da0458236253e\" title=\"\" tg-width=\"640\" tg-height=\"430\"/></p><p><strong>Unfavorable factors: US electric vehicle tax rebate policy changes again</strong></p><p><p style=\"text-align: justify;\">Last Friday, the U.S. Treasury Department and the Internal Revenue Service released new rules for tax credits for electric vehicles. Automakers have found that unless a workaround is found, the outcome is likely to be:<strong>Starting with the new system taking effect on April 18, the tax credits available to electric vehicles will be significantly reduced.</strong></p><p><p style=\"text-align: justify;\">Ford said that starting April 18, its Mustang Mach-E and E-Transit will be eligible for an electric vehicle tax credit of $3,750, down from the current $7,500, after losing half of the tax credit due to not meeting domestic battery procurement requirements.</p><p><p style=\"text-align: justify;\">Starting April 18, the $7,500 tax credit...<strong>Half will depend on whether the battery components are primarily manufactured in North America.</strong>，<strong>The other half depends on whether the battery minerals primarily come from the United States' free trade partners.</strong>。 Over the next five years, to qualify for tax credits, the proportions of the aforementioned components and minerals in automotive batteries will be further increased from 50% and 40%, respectively.</p><p><strong>Major bank ratings</strong></p><p><strong>Wedbush Securities: Outperform rating, target price $225</strong></p><p>Dan Ives, a well-known Tesla bullish analyst at Wedbush Securities, maintained his \"Outperform\" rating on Tesla stock and his $225 price target. He stated that the Model Y/3 price reduction announced in early 2023 \"brought substantial benefits\" to Tesla, and despite macroeconomic uncertainty, demand appears to be stable. Whether Tesla's gross profit margin can exceed 20% remains a key hurdle in the coming quarters.</p><p><strong>Baird: Overweight rating, target price $252</strong></p><p><p style=\"text-align: left;\">Baird stated that he believes Tesla will be able to maintain industry-leading operating profit margins and be in the best position among its automotive peers to withstand economic headwinds. We maintain our \"Buy\" rating on Tesla stock and our $252 target price.</p><p><strong>Bernstein: Underperform rating, $150 target price</strong></p><p><p style=\"text-align: left;\">Bernstein stated that Tesla's price cuts were not surprising, but the timing and details were \"a bit surprising,\" suggesting that price cuts may continue in other markets around the world. The agency stated that the price reduction reflects Tesla's need to stimulate market demand. We maintain our underperform rating on Tesla stock and our price target of $150.</p><p><strong>Wolfe Research: Peer Performance Ratings</strong></p><p><p style=\"text-align: left;\">Wolfe Research analyst Rod Lache said that while price cuts in the United States may raise questions about demand for cars, Tesla \"will significantly reduce costs in the future.\" The company stated that investors may have underestimated the new investment in Tesla Energy. We maintain our peer performance rating on Tesla stock, and investors should not be surprised if a price cut triggers a negative short-term reaction to the stock price.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135442671","content_text":"特斯拉将于美国东部时间4月19日收盘后（北京时间4月20日）发布截至3月31日的2023年第一季度财报。在过去的2022年，特斯拉全球共计交付汽车131万辆，相比2021年增长40%；生产量为137万辆，同比增长47%，但均未达到50%的年增长量目标。市场目前普遍预计该公司一季度的营收为234.6亿美元，调整后利润为30.57亿美元，每股收益为0.86美元。强于预期的结果将表明特斯拉的“成本优势地位”和潜在的投入成本下降，但如果第一季度的结果与预期持平或低于预期，则意味着产能过剩或产品老化，这将使其股价面临风险。尤其重要的是，频繁的降价行动令分析人士更加关注这家电动汽车制造商一季度的毛利率情况。一季度交付量：降价效应可持续吗？特斯拉2023年第一季度在全球交付超过42.2万辆汽车，打破了单季度的交付纪录。报告显示，2023年第一季度，特斯拉在全球生产电动车440808台，交付422875台。其中，Model S和Model X生产19437台，交付10695台；Model 3和Model Y的产量为421371台，交付量为412180台。与去年同期相比，特斯拉第一季度总产量同比增长44%，交付量同比增长36%，是2019年同期交付量的6.69倍。交付报告中显示，特斯拉将继续向“针对不同区域市场更加均衡的批量生产”过渡，其中包括正在运往EMEA地区（欧洲/中东/非洲)以及亚太地区的Model S/X车型。马斯克定下的全年180-200万辆的销量目标，第一季度完成得不差。但不容忽视的是，在其产销的核心阵地——中国市场，今年的汽车市场正迎来更为激烈的竞争，特斯拉也需要更灵活地应对。业内分析认为，特斯拉交付量增长与今年年初的降价活动密切相关，而降价的直接原因则是为了刺激需求。今年1月，特斯拉在中国和全球市场均调低了在售车型价格，整体降幅达到9%。当地时间4月6日，特斯拉再次下调了其美国在售车型的售价，将所有车型的价格下调了2%至6%，这是该汽车制造商自1月份以来的第五次降价，其中高端车型的降幅最为显著。较受欢迎的Model Y降价幅度也达到了4%，降至52990美元。与此同时，特斯拉还宣布将于4月15日调整香港地区Model 3和Model Y的售价，价格调整减幅最大的是Model 3 Performance，幅度多达14.7%。此前特斯拉发起在美国的价格战，分析师们都将其视为该公司努力提振销量的积极信号。根据特斯拉的目标，到2030年将产量提高10倍以上，达到2000万辆/年。不过，目前特斯拉在售的Model 3/Y等车型最长销售周期达6-7年，且一直没有进行中期改款。随着市场竞争的加剧，特斯拉的产品面临着更为严峻的挑战。积极因素：新低级车型呼之欲出最近传出市场消息，特斯拉正在为其新的低价车型，规划一副宏大的产能版图。“这款低价车型是一个小号Model Y。”消息人士称，“特斯拉正在为其构建一个高达400万辆的年产能计划。”据了解这是一项早期的产能策略，特斯拉正在向产业链传递：400万辆产能会分布在全球工厂，其中，北美的超级工厂将承担200万辆，德国柏林工厂和上海临港工厂分别承担100万辆。而在北美工厂当中，墨西哥的蒙特雷工厂会是这款新车型的产能主力。在今年投资者日上，特斯拉揭秘了墨西哥的蒙特雷工厂，此后，有媒体报道称，该工厂占地近4200英亩，这比德克萨斯州工厂的2500英亩多出68%，也是上海工厂面积的约20倍。如果一款特斯拉汽车卖到15万元，显然可能再次掀起销量狂潮。不利因素：美国电动车退税政策再生变上周五，美国财政部和国税局公布了新的电动汽车税收抵免细则，各家车企发现，除非找到变通方法，否则结果很可能是：从4月18日新制度生效起，电动汽车享受的税收抵免将大幅减少。福特公司表示，从4月18日开始，其 Mustang Mach-E 和 E-Transit 将有资格获得3750美元的电动汽车税收抵免，低于目前的 7500 美元，因为不符合国内电池采购要求而损失了一半的税收抵免。从4月18日起，7500美元的税收抵免额中有一半将取决于电池组件是否主要由北美制造，另一半取决于电池矿物是否主要来源于美国的自自由贸易伙伴。未来五年，想要符合税收抵免资格，汽车电池中上述组件及矿物占比将分别从50%和40%进一步提高。大行评级韦德布什证券：跑赢大盘评级，目标价225美元知名特斯拉多头分析师、韦德布什证券公司的丹·艾夫斯维持对特斯拉股票的“跑赢大盘”评级和225美元的目标价。他表示，2023年初宣布的Model Y/3降价为特斯拉“带来了丰厚的红利”，尽管宏观经济不确定，但需求似乎很稳定。未来几个季度，特斯拉的汽车毛利率能否超过20%仍是关键门槛。贝尔德：增持评级，目标价252美元贝尔德表示，相信特斯拉将能够保持行业领先的营业利润率，并且在汽车同行中处于最佳位置以抵御经济逆风。维持对特斯拉股票的增持评级和252美元的目标价。伯恩斯坦：表现不佳评级，150美元目标价伯恩斯坦表示，特斯拉降价并不令人意外，但时间和细节“有点令人惊讶”，可能在全球其它市场继续降价。该机构表示，降价反映了特斯拉刺激市场需求的需要。维持特斯拉股票的表现不佳评级和150美元的目标价。Wolfe Research：同业表现评级Wolfe Research 分析师 Rod Lache 表示，虽然美国的降价可能会引发对汽车需求的质疑，但特斯拉“未来会大幅降低成本”。该公司表示，投资者可能低估了对特斯拉能源的新投资。保持对特斯拉股票的同业表现评级，如果降价引发股价负面短期反应，投资者不应感到惊讶。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1478,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/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":"hk","language":"zh","title":"Don't miss this bull market.","url":"https://stock-news.laohu8.com/highlight/detail?id=1102189876","media":"格隆汇投资学苑","summary":"经济似乎还略显冷意，但股市已经迫不及待要热起来。经过一个多月的调整，上周五上证指数再一次逼近3月7日的高位，并显示要突破的态势，而A股成交额更是连续9个交易日超越1万亿。无独有偶，即使是深受美国经济衰","content":"<p><html><head></head><body>The economy still seems somewhat sluggish, but the stock market is eager to heat up.</p><p>After more than a month of adjustment, the Shanghai Composite Index once again approached the high of March 7 last Friday and showed signs of breaking through, while the turnover of A-shares exceeded 1 trillion yuan for nine consecutive trading days.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf2ddeaaf9c0cf410a1d4bebe3f835e3\" tg-width=\"560\" tg-height=\"240\"/></p><p>Coincidentally, even the S&P 500, which has been heavily affected by the US economic recession, has quietly approached the high level of February 2.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/182ff406e03a8e27b8016acc2b1653c4\" tg-width=\"560\" tg-height=\"240\"/></p><p>The stock market has the keenest sense of smell, and capital doesn't lie. The fact that it continues to rise already speaks volumes.</p><p>That's our simple view on the market in 2023:<strong>Don't miss this bull market.</strong></p><p><strong>macro aspect</strong></p><p>Every bull market is predicated on a super low.</p><p>Every investor can feel what a low point 2022 was. With the recurring pandemic, economic downturn, ongoing external wars, and frenzied rate hike, the capital market is truly suffering greatly.</p><p>But everything comes to an end, and several major macroeconomic risks have now basically reversed or are about to reverse. First, there's the Russia-Ukraine war, which has already weakened the capital market. Second, the pandemic has become insignificant. The only thing that's bad now is the global rate hike, especially the official end of the Federal Reserve. Fortunately, this end is already clearly visible, just a matter of official announcement at the May meeting.</p><p>There are two fundamental factors affecting the stock market. One is...<strong>Economic fundamentals,</strong>One is<strong>Liquidity.</strong></p><p><strong>In terms of domestic economic fundamentals, recovery is a foregone conclusion.</strong>On the surface, domestic macroeconomic data does not seem too exciting, but signs of improvement are gradually emerging, especially in terms of consumption. With the May Day holiday approaching, booking data for travel, flights and hotels has strengthened the logic of consumption recovery. The market is now waiting for the macroeconomic data for the first quarter of 2023 to be released in two days. Considering that there was a wave of widespread infection after the epidemic was lifted at the beginning of the year, the data may not be very strong, but it is basically predictable. This should be considered the bottom of this year.</p><p><strong>Externally, a US economic recession is highly likely.</strong>This will have a negative impact on China's exports. As China's third-largest trading partner, China's exports to the United States still reached $536.8 billion despite such difficult circumstances in 2022. However, China itself is also expanding its ties with other economies around the world in an effort to offset the negative impact of the United States. Looking at a longer timeframe, even if a US recession is expected to arrive, according to Federal Reserve officials, the impact will mainly be this year, with a recovery expected in the next two years. So, once we get through this year, we'll basically be fine.</p><p>While there will indeed be some disturbances in China's economic fundamentals in the short term, there is no reason to be pessimistic in the medium to long term, nor is it likely to fall back to last year's low levels. Even if some deep-seated problems, such as great power rivalry and technological innovation, are not resolved immediately, fortunately, these problems will not worsen again, and the country is working hard to break through step by step.</p><p><strong>In terms of liquidity, China's CPI remained low, at only 0.7% in March, which seems to indicate that the economy still needs a stronger recovery, but conversely, it increases the possibility of stimulating the economy and continuing monetary easing.</strong>In fact, there has been significant easing at the monetary level, especially in the recently released social financing and M2 data. However, the transmission from the monetary level to the economy will take time. In addition, the Federal Reserve's aggressive rate hike is gradually coming to an end, providing more room for our monetary policy to maneuver.</p><p>The macroeconomy is in a recovery phase, and the general direction of liquidity is loose. A bull market in the stock market provides the most basic support.</p><p><strong>microscopic plane</strong></p><p>At the micro level, the main focus is on corporate profitability, which coincides with the collective release of first-quarter reports by listed companies.</p><p>As of today, more than 200 A-share companies have released their first-quarter earnings forecasts. Among them, consumer stocks Langzi Fashion and Yanjing Beer have seen very strong growth. Langzi Fashion's net profit attributable to the parent company has increased by 377-566 times year-on-year, while Yanjing Beer has increased by 71-75 times year-on-year. Although it may seem extreme, it also represents a strong rebound in consumer stocks from being suppressed by the pandemic last year to this year after the pandemic was lifted. And<strong>Technology stocks, represented by semiconductors, also showed strong growth momentum.</strong>A typical example is semiconductor equipment manufacturer North China Electronics, which expects its net profit attributable to the parent company to increase by 1.71-2 times year-on-year.</p><p>In our articles at the beginning of the year, we mentioned investment opportunities in semiconductors several times. However, at that time, it was mainly based on the fact that the semiconductor inventory cycle bottomed out in the first half of this year and entered an upward channel in the second half of the year, which was based on the logic of cyclical reversal. The subsequent chatGPT craze accelerated the cyclical reversal of the semiconductor industry. More importantly, the popularity of chatGPT also marked the beginning of a new round of technological revolution led by AI. This technological revolution, which can rival mechanization, electrification and informatization, and is even larger in scale, has brought new growth space to the technology industry, including semiconductors, and a new blue ocean has slowly unfolded.</p><p>This is also why we keep repeating this year's investment theme: the digital economy is definitely the biggest one.</p><p>In the past, China has basically followed others in terms of technology, but this time, China is the most likely to become one of the leaders. This is because the digital economy has been established as a key industry for national development and support. More importantly, China's strength in the digital economy has greatly improved. Even though it still lags behind the United States in some key technology areas, its advantages compared with most countries in the world are still very obvious.</p><p>Although there are many companies in the A-share market that are riding the wave of concepts, overall, it is highly likely that China will produce corresponding true bull stocks due to this technological revolution, which undoubtedly provides a greater possibility for a bull market. At least from a financial perspective, this technological revolution, with its broad growth prospects and expected returns, can easily attract incremental funds into the stock market.</p><p>As investors, we need to pay more attention to this quarterly report, because it will not only confirm the degree of recovery of the domestic economy, but also become an important basis for predicting the future performance of the economy and listed companies, as well as evidence to verify the entry of incremental funds into the stock market. Although not everything has been released yet, and it is not advisable to draw conclusions too early, given that there is no longer any disruption from the epidemic this year, it is at least certain that overall it will only be better than the same period last year.</p><p>If the final result is indeed like this, it is only a matter of time before the Shanghai Composite Index breaks through the previous month's high.</p><p><strong>There is no doubt that the market will continue to bull.</strong></p><p>There's a famous saying in the investment world:<strong>The future is more important than the past</strong></p><p>This means that the most important factor in whether the stock market will rise or fall is expectations.</p><p>One thing that has struck me most about review over the past year is that it all happened in October last year, when US stocks fell to their lowest point for the year, and A-shares and Hong Kong stocks also bottomed out in that month.</p><p>If we look at it from a simple linear perspective, the US federal interest rate was not very high at that time, and the economy was still very strong, so why did it fall to a low level so early? With the domestic epidemic and economic pressures so great that there were even rumors of a confidence crisis in foreign capital, the rapid decline is understandable, but why did it rebound so strongly in just a few days? Shouldn't it continue to fall?</p><p><strong>In fact, the stock market has another characteristic: it reacts to the real economy in advance. This reaction usually takes six months, and the process is also affected by other factors, which can be accelerated or slowed down.</strong></p><p>The bottom of the Chinese and American stock markets in October last year was influenced by this pattern, and it is now being verified step by step. First, there is the rate hike behavior of the United States. If it ends as scheduled in May this year, it will be exactly six months from October last year. Secondly, in China, that rapid decline did indeed bottom out ahead of schedule. Of course, the easing of the pandemic in November was also the most important factor in the stock market rebound. If the lockdown had continued, the rebound would not have arrived so quickly.</p><p>Regardless of the circumstances, the possibility of the stock market, whether A-shares, Hong Kong stocks, or US stocks, returning to last year's bottom is slim. Not to mention the domestic economic recovery and loose liquidity, even if the US stock market enters a \"profit-killing\" phase, it is unlikely to happen unless the performance of listed companies collapses on a large scale. When bank stocks crashed in March, it triggered a wave of panic, but so far, the expected collapse has not occurred. Instead, the performance of large banks like JPMorgan Chase has increased significantly. In terms of indices, the Dow Jones Industrial Average, which was the hardest hit, fluctuated by around 10%, while the Nasdaq and S&P 500 were far below 10%, and all three major indices had fully recovered their March losses and risen significantly.</p><p>It can be said that the biggest macroeconomic risk right now is the US economic recession. If we reflect the future characteristics of the stock market in advance, we are trading now six months from now. In other words, the stock market is pricing in a recession six months from now. Of course, whether it will be fully priced depends on other economic and listed company data, as well as the release of subsequent policies. If these data decline beyond expectations, the stock market will still follow suit. If it meets expectations, the stock market can remain flat. However, if it improves beyond expectations, a rebound could occur at any time.</p><p>If we consider the two factors mentioned earlier—economic fundamentals and liquidity—the tightening of liquidity in US stocks is basically priced in by the market. The only downside is waiting for the economy to bottom out. The situation in China is better, because our economic fundamentals have bottomed out and are in a recovery phase.</p><p><strong>epilogue</strong></p><p>If last year was the moment of collapse for global capital markets, then this year's upward resonance in global capital markets is probably the most anticipated and highly probable event.</p><p>Currently, signs of a bull market may not be very obvious, because apart from the AI sector, other sectors are still relatively low-key and need some catalysts and time. But just as a wind rises from a drizzle and a wave forms from a gentle ripple, the stock market won't directly tell you that a bull market is coming. However, since expectations for the future are positive and valuations are low, keeping a low profile is actually a good thing, which is equivalent to giving investors an opportunity to get on board. If it's already skyrocketing, there's no chance.</p><p>Chinese people often say that adversity leads to turnaround, and the same applies to the stock market. If one sentence suffices to describe this year's stock market investment strategy, it is:</p><p><strong>Don't miss this bull market!</strong></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't miss this bull market.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon't miss this bull market.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time smaller\">2023-04-16 18:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The economy still seems somewhat sluggish, but the stock market is eager to heat up.</p><p>After more than a month of adjustment, the Shanghai Composite Index once again approached the high of March 7 last Friday and showed signs of breaking through, while the turnover of A-shares exceeded 1 trillion yuan for nine consecutive trading days.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf2ddeaaf9c0cf410a1d4bebe3f835e3\" tg-width=\"560\" tg-height=\"240\"/></p><p>Coincidentally, even the S&P 500, which has been heavily affected by the US economic recession, has quietly approached the high level of February 2.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/182ff406e03a8e27b8016acc2b1653c4\" tg-width=\"560\" tg-height=\"240\"/></p><p>The stock market has the keenest sense of smell, and capital doesn't lie. The fact that it continues to rise already speaks volumes.</p><p>That's our simple view on the market in 2023:<strong>Don't miss this bull market.</strong></p><p><strong>macro aspect</strong></p><p>Every bull market is predicated on a super low.</p><p>Every investor can feel what a low point 2022 was. With the recurring pandemic, economic downturn, ongoing external wars, and frenzied rate hike, the capital market is truly suffering greatly.</p><p>But everything comes to an end, and several major macroeconomic risks have now basically reversed or are about to reverse. First, there's the Russia-Ukraine war, which has already weakened the capital market. Second, the pandemic has become insignificant. The only thing that's bad now is the global rate hike, especially the official end of the Federal Reserve. Fortunately, this end is already clearly visible, just a matter of official announcement at the May meeting.</p><p>There are two fundamental factors affecting the stock market. One is...<strong>Economic fundamentals,</strong>One is<strong>Liquidity.</strong></p><p><strong>In terms of domestic economic fundamentals, recovery is a foregone conclusion.</strong>On the surface, domestic macroeconomic data does not seem too exciting, but signs of improvement are gradually emerging, especially in terms of consumption. With the May Day holiday approaching, booking data for travel, flights and hotels has strengthened the logic of consumption recovery. The market is now waiting for the macroeconomic data for the first quarter of 2023 to be released in two days. Considering that there was a wave of widespread infection after the epidemic was lifted at the beginning of the year, the data may not be very strong, but it is basically predictable. This should be considered the bottom of this year.</p><p><strong>Externally, a US economic recession is highly likely.</strong>This will have a negative impact on China's exports. As China's third-largest trading partner, China's exports to the United States still reached $536.8 billion despite such difficult circumstances in 2022. However, China itself is also expanding its ties with other economies around the world in an effort to offset the negative impact of the United States. Looking at a longer timeframe, even if a US recession is expected to arrive, according to Federal Reserve officials, the impact will mainly be this year, with a recovery expected in the next two years. So, once we get through this year, we'll basically be fine.</p><p>While there will indeed be some disturbances in China's economic fundamentals in the short term, there is no reason to be pessimistic in the medium to long term, nor is it likely to fall back to last year's low levels. Even if some deep-seated problems, such as great power rivalry and technological innovation, are not resolved immediately, fortunately, these problems will not worsen again, and the country is working hard to break through step by step.</p><p><strong>In terms of liquidity, China's CPI remained low, at only 0.7% in March, which seems to indicate that the economy still needs a stronger recovery, but conversely, it increases the possibility of stimulating the economy and continuing monetary easing.</strong>In fact, there has been significant easing at the monetary level, especially in the recently released social financing and M2 data. However, the transmission from the monetary level to the economy will take time. In addition, the Federal Reserve's aggressive rate hike is gradually coming to an end, providing more room for our monetary policy to maneuver.</p><p>The macroeconomy is in a recovery phase, and the general direction of liquidity is loose. A bull market in the stock market provides the most basic support.</p><p><strong>microscopic plane</strong></p><p>At the micro level, the main focus is on corporate profitability, which coincides with the collective release of first-quarter reports by listed companies.</p><p>As of today, more than 200 A-share companies have released their first-quarter earnings forecasts. Among them, consumer stocks Langzi Fashion and Yanjing Beer have seen very strong growth. Langzi Fashion's net profit attributable to the parent company has increased by 377-566 times year-on-year, while Yanjing Beer has increased by 71-75 times year-on-year. Although it may seem extreme, it also represents a strong rebound in consumer stocks from being suppressed by the pandemic last year to this year after the pandemic was lifted. And<strong>Technology stocks, represented by semiconductors, also showed strong growth momentum.</strong>A typical example is semiconductor equipment manufacturer North China Electronics, which expects its net profit attributable to the parent company to increase by 1.71-2 times year-on-year.</p><p>In our articles at the beginning of the year, we mentioned investment opportunities in semiconductors several times. However, at that time, it was mainly based on the fact that the semiconductor inventory cycle bottomed out in the first half of this year and entered an upward channel in the second half of the year, which was based on the logic of cyclical reversal. The subsequent chatGPT craze accelerated the cyclical reversal of the semiconductor industry. More importantly, the popularity of chatGPT also marked the beginning of a new round of technological revolution led by AI. This technological revolution, which can rival mechanization, electrification and informatization, and is even larger in scale, has brought new growth space to the technology industry, including semiconductors, and a new blue ocean has slowly unfolded.</p><p>This is also why we keep repeating this year's investment theme: the digital economy is definitely the biggest one.</p><p>In the past, China has basically followed others in terms of technology, but this time, China is the most likely to become one of the leaders. This is because the digital economy has been established as a key industry for national development and support. More importantly, China's strength in the digital economy has greatly improved. Even though it still lags behind the United States in some key technology areas, its advantages compared with most countries in the world are still very obvious.</p><p>Although there are many companies in the A-share market that are riding the wave of concepts, overall, it is highly likely that China will produce corresponding true bull stocks due to this technological revolution, which undoubtedly provides a greater possibility for a bull market. At least from a financial perspective, this technological revolution, with its broad growth prospects and expected returns, can easily attract incremental funds into the stock market.</p><p>As investors, we need to pay more attention to this quarterly report, because it will not only confirm the degree of recovery of the domestic economy, but also become an important basis for predicting the future performance of the economy and listed companies, as well as evidence to verify the entry of incremental funds into the stock market. Although not everything has been released yet, and it is not advisable to draw conclusions too early, given that there is no longer any disruption from the epidemic this year, it is at least certain that overall it will only be better than the same period last year.</p><p>If the final result is indeed like this, it is only a matter of time before the Shanghai Composite Index breaks through the previous month's high.</p><p><strong>There is no doubt that the market will continue to bull.</strong></p><p>There's a famous saying in the investment world:<strong>The future is more important than the past</strong></p><p>This means that the most important factor in whether the stock market will rise or fall is expectations.</p><p>One thing that has struck me most about review over the past year is that it all happened in October last year, when US stocks fell to their lowest point for the year, and A-shares and Hong Kong stocks also bottomed out in that month.</p><p>If we look at it from a simple linear perspective, the US federal interest rate was not very high at that time, and the economy was still very strong, so why did it fall to a low level so early? With the domestic epidemic and economic pressures so great that there were even rumors of a confidence crisis in foreign capital, the rapid decline is understandable, but why did it rebound so strongly in just a few days? Shouldn't it continue to fall?</p><p><strong>In fact, the stock market has another characteristic: it reacts to the real economy in advance. This reaction usually takes six months, and the process is also affected by other factors, which can be accelerated or slowed down.</strong></p><p>The bottom of the Chinese and American stock markets in October last year was influenced by this pattern, and it is now being verified step by step. First, there is the rate hike behavior of the United States. If it ends as scheduled in May this year, it will be exactly six months from October last year. Secondly, in China, that rapid decline did indeed bottom out ahead of schedule. Of course, the easing of the pandemic in November was also the most important factor in the stock market rebound. If the lockdown had continued, the rebound would not have arrived so quickly.</p><p>Regardless of the circumstances, the possibility of the stock market, whether A-shares, Hong Kong stocks, or US stocks, returning to last year's bottom is slim. Not to mention the domestic economic recovery and loose liquidity, even if the US stock market enters a \"profit-killing\" phase, it is unlikely to happen unless the performance of listed companies collapses on a large scale. When bank stocks crashed in March, it triggered a wave of panic, but so far, the expected collapse has not occurred. Instead, the performance of large banks like JPMorgan Chase has increased significantly. In terms of indices, the Dow Jones Industrial Average, which was the hardest hit, fluctuated by around 10%, while the Nasdaq and S&P 500 were far below 10%, and all three major indices had fully recovered their March losses and risen significantly.</p><p>It can be said that the biggest macroeconomic risk right now is the US economic recession. If we reflect the future characteristics of the stock market in advance, we are trading now six months from now. In other words, the stock market is pricing in a recession six months from now. Of course, whether it will be fully priced depends on other economic and listed company data, as well as the release of subsequent policies. If these data decline beyond expectations, the stock market will still follow suit. If it meets expectations, the stock market can remain flat. However, if it improves beyond expectations, a rebound could occur at any time.</p><p>If we consider the two factors mentioned earlier—economic fundamentals and liquidity—the tightening of liquidity in US stocks is basically priced in by the market. The only downside is waiting for the economy to bottom out. The situation in China is better, because our economic fundamentals have bottomed out and are in a recovery phase.</p><p><strong>epilogue</strong></p><p>If last year was the moment of collapse for global capital markets, then this year's upward resonance in global capital markets is probably the most anticipated and highly probable event.</p><p>Currently, signs of a bull market may not be very obvious, because apart from the AI sector, other sectors are still relatively low-key and need some catalysts and time. But just as a wind rises from a drizzle and a wave forms from a gentle ripple, the stock market won't directly tell you that a bull market is coming. However, since expectations for the future are positive and valuations are low, keeping a low profile is actually a good thing, which is equivalent to giving investors an opportunity to get on board. If it's already skyrocketing, there's no chance.</p><p>Chinese people often say that adversity leads to turnaround, and the same applies to the stock market. If one sentence suffices to describe this year's stock market investment strategy, it is:</p><p><strong>Don't miss this bull market!</strong></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","relate_stocks":{".SPX":"S&P 500 Index","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102189876","content_text":"经济似乎还略显冷意，但股市已经迫不及待要热起来。经过一个多月的调整，上周五上证指数再一次逼近3月7日的高位，并显示要突破的态势，而A股成交额更是连续9个交易日超越1万亿。无独有偶，即使是深受美国经济衰退影响的标普指数，也已经悄无声息地逼近2月2日的高位。股市的嗅觉最灵敏，资本也不会骗人，持续向上攻的事实，已经说明问题。那就是我们对于2023年市场的一个简单观点：不要错过这一轮牛市。宏观面每一轮牛市的发生，都有一个超级低谷作为前提。2022年是何等的低谷，每一个投资者都能感受得到。疫情反复、经济下滑，外围战事不断、加息疯狂，资本市场真的是苦不堪言。但任何事都会有了结的时刻，几个大的宏观风险，现在基本已经或者即将反转。首先是俄乌战争，资本市场早已钝化，其次是疫情也已经无关痛痒，现在唯一差的，就是全球的加息，尤其是美联储的正式结束。幸运的是，这个结束已经清晰可见，只差5月份会议的官宣。影响股市的两个基本因素，一个是经济基本面，一个是流动性。国内的经济基本面，复苏已成定局，表面上看国内的宏观经济数据似乎并没有太令人激动，但好转的迹象正在一步步呈现，特别是消费层面，“五一”将至，旅游机票酒店的预定数据增强了消费回暖的逻辑。现在市场都在等待两天后公布的2023年一季度的宏观经济数据，考虑到年初疫情放开后出现过一轮全民感染，数据未必很强劲，但基本也可以预见，这应该算是今年的底部了。外围方面，美国经济衰退大概率会出现，对于中国出口会有负面作用。因为作为中国第三大贸易伙伴，2022年如此艰难的情况下，中国出口美国依然高达5368亿美元。不过，中国本身也在扩大和全球其他经济体的联系，努力对冲美国的负面影响。而拉长时间看，即使美国衰退预约而至，根据美联储官员的预计，影响主要在今年，明后两年会走向复苏。所以，熬过今年基本也就没事了。对于中国经济基本面，短期看确实会有一些扰动，但中长期确实没有理由悲观，也不可能再下探到去年的低位。即使一些深层次的问题，例如大国博弈、科技创新，不会马上得到解决，可幸的是，这些问题也不至于再度恶化，而且国家也在努力一步步突围。流动性方面，中国的CPI维持在较低的位置，3月份只有0.7%，这似乎预示着经济仍有待更强劲的复苏，但反过来说，为刺激经济以及继续宽松货币增加更多的可能性。实际上，货币层面已经看到明显的宽松，特别是不久前公布的社融、M2数据，只不过从货币层面到经济的传导需要时间。另外，美联储的激进加息一步步走向终结，也为我们的货币政策提供更多的施展空间。宏观经济处于复苏通道，流动性的大方向是宽松，股市走牛，就有了最基本的支持。微观面微观层面，主要是企业的盈利，恰逢上市公司集体披露一季报。截至今天，A股披露一季度业绩预告的公司超过200家，其中消费股的朗姿股份、燕京啤酒增长非常强劲，其中朗姿股份归母净利润同比增长达到377-566倍，燕京啤酒同比增长71-75倍。虽然看上去极端，但也代表了消费股从去年被疫情压制，到今年放开疫情后强势的反弹态势。而以半导体为代表的科技股，同样显示出强劲的增长态势。典型的是半导体设备商北方华创，预计归母净利润同比增长1.71--2倍。在年初的文章中，我们就多次提及半导体的投资机会，不过彼时主要是基于半导体的库存周期在今年上半年见底，下半年进入上升通道，炒的是周期反转的逻辑。其后出现的chatGPT热潮，加速了半导体的周期反转，更重要的是，chatGPT的大热，也标志着以AI为首的新一轮技术革命进入快车道，这个可以比肩机械化、电气化和信息化，而且比它们规模更大的技术革命，给包括半导体在内的科技行业带来新的增长空间，一个新的蓝海序幕已经徐徐展开。这也是我们不断重复今年的投资主线，数字经济必定是最大的一个的理由。如果说以往中国在科技方面基本都是跟着别人走，但这一次，中国是最有希望成为其中一位领跑者，因为数字经济已经被确立为国家重点发展和扶持的产业，更重要的是，中国在数字经济方面的实力已经大大提高，即使在一些关键技术领域和美国尚有差距，但和全球大部分国家相比，优势还是很明显。虽然A股上也存在不少蹭概念的公司，但总体上看，这一个技术革命，中国出现相对应的真牛股是大概率的，这无疑也为股市走牛提供了更大的可能性。至少从资金面上看，这种拥有广阔增长前景和预期收益的技术革命，是很容易吸引增量资金进入股市的。作为投资者，需要更多地关注这一次的季报，因为这不但会印证国内经济的复苏程度，也会成为预测接下来经济以及上市公司业绩的重要依据，还是验证增量资金进入股市的证据。虽然现在尚未全部公布，过早下结论不可取，但鉴于今年没有已经没有疫情扰动，至少可以肯定，整体上比起去年同期，只会好不会差。而如果最后的结果确实如此的话，上证突围前月高点，只是时间问题。后市走牛无悬念投资界有句名言：未来比过去重要。意思是，股市后面是涨是跌，最重要的是预期。复盘过去一年，有一点是笔者体会最为深刻的，都发生去年10月，美股跌入年内低点，A股港股也是在那个月见底。如果简单的线性思维去看，那时美国的联邦利率并没有很高，经济也还很强劲，但为何早早就跌入低位呢？而国内疫情压力、经济压力又那么大，甚至一度传出外资出现信心危机，快速下跌可以理解，但为何没过几天就强力反弹了呢？难道不应该继续下跌吗？实际上，股市还有另一个特征，就是提前对实体经济做出反应，这种反应通常以半年为常，而且过程当中还会受其他因素的影响，可以加快也可以减慢。去年10月份中美股市的底部，就受到这个规律的影响，现在也一步步得到验证，首先是美国的加息行为，如果今年5月份如期结束，距离去年10月份，正好半年；其次是中国，那一次快速下跌，确实起到了提前见底的作用，当然，11月疫情放开是股市反弹也是最重要的一个因素，如果继续封控，反弹未至于那么快到来。但不管如何，想要股市，不管是A股、港股还是美股，回到去年的底部位置，可能性都不高了，国内经济复苏，流动性宽松就不说了，即使是美股进入“杀盈利”阶段，除非上市公司业绩大面积崩溃，否则很难会出现。3月份银行股暴雷的时候，曾经引发过一轮恐慌，但到现在为止，也没有出现预期中的崩溃现象，摩根大通这种大银行业绩反而大增。指数方面，最受伤的道琼斯波幅在10%左右，而纳斯达克、标普500远低于10%，并且三大指数都已经完全收复3月份跌幅并上涨不少。可以说，现在最大的宏观风险只是美国的经济衰退，如果按照股市提前反应未来的特征，现在交易的正是半年之后。换句话说，股市正在定价半年之后的经济衰退。当然，是否完全定价还有待于其他经济、上市公司数据，以及后续政策的公布，如果这些数据超预期下滑，那股市还是会跟着，如果符合预期，那股市可以持平，但如果超预期向好，反弹就会随时发生。如果用前文所说的两个因素——经济基本面和流动性，美股的流动性紧缩基本被市场定价，唯一差的就是等经济面见底。而中国的情况，要更好一些，因为我们的经济基本面已经见底，并处于回升阶段。结语如果说去年是全球资本市场的崩溃时刻，那今年出现全球资本市场向上共振，应该是最值得期待，也是大概率的事情。现在看，后市走牛的迹象可能还不至于很明显，因为除了AI板块，其他板块都还相对低调，需要一些催化因素，也需要一些时日。但正如风起于青萍之末，浪成于微澜之间，股市不会直接告诉你牛市来了，但既然对于未来的预期向好，估值上又处于低位，表现低调反而是好事，这等于给了投资者上车的机会。如果已经狂飙起来了，机会就没有了。中国人常常说否极泰来，放在股市也是如此。如果说对于今年股市的投资策略，一句话足矣，那就是：不要错过这一轮牛市！","news_type":1,"symbols_score_info":{".SPX":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":2079,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/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 program\": SpaceX \"Starship\" test launch next week","url":"https://stock-news.laohu8.com/highlight/detail?id=2327143338","media":"华尔街见闻","summary":"发射地点为SpaceX位于德州Boca Chica的“星际基地”，时间定在当地时间4月17日（周一）早上7点，届时将会全球直播。马斯克 “送人类移民火星”的梦想到了关键一步。当地时间周五，美国联邦航空","content":"<p><html><head></head><body>The launch will take place at SpaceX's Starbase in Boca Chica, Texas, at 7:00 a.m. local time on Monday, April 17, and will be broadcast live globally. Musk's dream of \"sending humans to colonize Mars\" has reached a crucial step.</p><p>On Friday local time, the U.S. Federal Aviation Administration (FAA) issued a license allowing SpaceX's Starship, a super-heavy launch vehicle, to conduct its first launch test.</p><p>The launch will take place at SpaceX's Starbase in Boca Chica, Texas, at 7:00 a.m. local time on Monday, April 17, and will be broadcast live globally. SpaceX says it will have a 150-minute launch window.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6e1aabea04d20a1de7445eb011cb1c8\" tg-width=\"640\" tg-height=\"548\"/></p><p>In a statement, the FAA said, \"After a comprehensive licensing evaluation process, the FAA believes SpaceX meets all safety, environmental, policy, payload, airspace integration, and financial responsibility requirements.\" The FAA added that the license is valid for five years.</p><p>It is reported that the Starship launched this time is the tallest rocket system in human history. Together, the Starship and the super-heavy rocket reach a height of 394 feet (about 120 meters), which is taller than the previous lunar rocket Saturn 5 (and the only manned rocket to fly past Earth orbit).</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c00edd49ba3d589c2836b3cb2eaa05a\" tg-width=\"517\" tg-height=\"593\"/></p><p>In addition, Starship (the passenger part) is fully reusable, as SpaceX promised to reduce costs.</p><p>Barring any unforeseen circumstances, the Starship will lift off from the Boca Chica base carrying a heavy-duty launch vehicle called Super Heavy. After completing its initial climb, Super Heavy will detach from the Starship and fall under control into the Gulf of Mexico.</p><p>Meanwhile, according to a document submitted to the U.S. Federal Communications Commission, Starship will continue its journey, arcing through space in Earth orbit before landing near the coast of Hawaii.<a href=\"https://laohu8.com/S/601099\">Pacific Ocean</a>。</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A key step in Musk's \"Mars program\": SpaceX \"Starship\" test launch next week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA key step in Musk's \"Mars program\": SpaceX \"Starship\" test launch next week\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2023-04-15 20:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The launch will take place at SpaceX's Starbase in Boca Chica, Texas, at 7:00 a.m. local time on Monday, April 17, and will be broadcast live globally. Musk's dream of \"sending humans to colonize Mars\" has reached a crucial step.</p><p>On Friday local time, the U.S. Federal Aviation Administration (FAA) issued a license allowing SpaceX's Starship, a super-heavy launch vehicle, to conduct its first launch test.</p><p>The launch will take place at SpaceX's Starbase in Boca Chica, Texas, at 7:00 a.m. local time on Monday, April 17, and will be broadcast live globally. SpaceX says it will have a 150-minute launch window.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6e1aabea04d20a1de7445eb011cb1c8\" tg-width=\"640\" tg-height=\"548\"/></p><p>In a statement, the FAA said, \"After a comprehensive licensing evaluation process, the FAA believes SpaceX meets all safety, environmental, policy, payload, airspace integration, and financial responsibility requirements.\" The FAA added that the license is valid for five years.</p><p>It is reported that the Starship launched this time is the tallest rocket system in human history. Together, the Starship and the super-heavy rocket reach a height of 394 feet (about 120 meters), which is taller than the previous lunar rocket Saturn 5 (and the only manned rocket to fly past Earth orbit).</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c00edd49ba3d589c2836b3cb2eaa05a\" tg-width=\"517\" tg-height=\"593\"/></p><p>In addition, Starship (the passenger part) is fully reusable, as SpaceX promised to reduce costs.</p><p>Barring any unforeseen circumstances, the Starship will lift off from the Boca Chica base carrying a heavy-duty launch vehicle called Super Heavy. After completing its initial climb, Super Heavy will detach from the Starship and fall under control into the Gulf of Mexico.</p><p>Meanwhile, according to a document submitted to the U.S. Federal Communications Commission, Starship will continue its journey, arcing through space in Earth orbit before landing near the coast of Hawaii.<a href=\"https://laohu8.com/S/601099\">Pacific Ocean</a>。</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5ce7edd5f87306c0e8062bd108670952","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","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","BK4581":"高盛持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4585":"ETF&股票定投概念","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","TSLA":"特斯拉","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓"},"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":1811,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/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: Favors AMD over Intel and gives the latter a \"buy\" rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2327812125","media":"智通财经","summary":"智通财经APP获悉，在第一季度财报季到来之际，美国银行表示，相比于英特尔，该行更青睐于AMD，因为后者可能会因收购赛灵思而从工业和汽车市场中受益。美银分析师Vivek Arya予AMD“买入”评级，同时予英特尔“跑输大盘”评级。与此同时，市场普遍预期英特尔第一季度销售额为112.2亿美元，但每股亏损0.14美元。分析师补充称，尽管英特尔的股价在过去几个交易日大幅上涨，但至少在2025年之前，该公司的服务器市场份额可能会继续输给AMD。","content":"<p><html><head></head><body>On April 14,, as the first-quarter earnings season approached, Bank of America said that compared with<a href=\"https://laohu8.com/S/INTC\">Intel</a>, the bank prefers the<a href=\"https://laohu8.com/S/AMD\">AMD</a>Because the latter may be subject to an acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>While benefiting from the industrial and automotive markets.</p><p><strong>Bank of America analyst Vivek Arya gave AMD a \"buy\" rating and Intel an \"underperform\" rating.</strong>Despite the troubles in the PC and data center segments, AMD could gain more than Intel later this year as AMD launches new products including Genoa server CPUs, analysts said.</p><p>Analysts said: \"Considering AMD's large contact with cloud computing vendors, which are expected to increase their investment in CPU/accelerator under the AI boom, we think AMD is in a better position on the whole. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus estimate is that AMD will report revenue of $5.31 billion and earnings per share of $0.56 for the first quarter of this year. Meanwhile, the consensus expectation for Intel to post $11.22 billion in first-quarter sales but a loss of $0.14 per share.</p><p>Analysts added that although Intel's stock price has risen sharply in the past few sessions (partly due to its portfolio in AI), the company is likely to continue to lose server market share to AMD until at least 2025. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, lowering their sales and EPS estimates by 6% and 38%, respectively.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America: Favors AMD over Intel and gives the latter a \"buy\" rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBank of America: Favors AMD over Intel and gives the latter a \"buy\" rating\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2023-04-14 22:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 14,, as the first-quarter earnings season approached, Bank of America said that compared with<a href=\"https://laohu8.com/S/INTC\">Intel</a>, the bank prefers the<a href=\"https://laohu8.com/S/AMD\">AMD</a>Because the latter may be subject to an acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>While benefiting from the industrial and automotive markets.</p><p><strong>Bank of America analyst Vivek Arya gave AMD a \"buy\" rating and Intel an \"underperform\" rating.</strong>Despite the troubles in the PC and data center segments, AMD could gain more than Intel later this year as AMD launches new products including Genoa server CPUs, analysts said.</p><p>Analysts said: \"Considering AMD's large contact with cloud computing vendors, which are expected to increase their investment in CPU/accelerator under the AI boom, we think AMD is in a better position on the whole. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus estimate is that AMD will report revenue of $5.31 billion and earnings per share of $0.56 for the first quarter of this year. Meanwhile, the consensus expectation for Intel to post $11.22 billion in first-quarter sales but a loss of $0.14 per share.</p><p>Analysts added that although Intel's stock price has risen sharply in the past few sessions (partly due to its portfolio in AI), the company is likely to continue to lose server market share to AMD until at least 2025. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, lowering their sales and EPS estimates by 6% and 38%, respectively.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/911257.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"INTC":"英特尔","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,"INTC":1,"AMD":1}},"isVote":1,"tweetType":1,"viewCount":1713,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945345380","repostId":"1133989673","repostType":2,"isVote":1,"tweetType":1,"viewCount":2081,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/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 Prize winner in economics makes a heavy voice: It's time for the Federal Reserve 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, a Nobel Prize-winning economist and author of economics books Microeconomics and Macroeconomics, believes that the Fed now has very good reasons to consider suspending the rate hike to assess the substantial impact of the radical rate hike so far this year on the U.S. economy.</p><p>\"My point is that the Fed has probably done enough that they really, really should pause and see what rate hike does to 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 whether 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) increased much less than expected last month, mainly driven by the decline in medical services and used car price indicators. However, a separate report released Friday showed that U.S. consumers' inflation expectations for the short and long term have risen slightly.</p><p>The Federal Reserve this year launched its most aggressive monetary tightening cycle since the 1980s to curb the highest level of inflation in decades. Last week, the Fed had four straight 75-basis-point rate hike, but some Fed officials started \"blowing the wind\" after the inflation report miss the market expectation, which 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 have achieved, I expect we will slow down the pace of rate hike as we approach a sufficiently restrictive position,\" Hacker said in a speech in Philadelphia.</p><p>Paul Krugman is currently at the City University of New York (City University of New York). \"In many ways, the inflation data reflects the economic situation from last winter to earlier this year, rather than the latest economic situation now, which I think is likely to be relatively optimistic,\" he said in an interview. He also stressed: \"Personally, I have basically given up 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 Prize winner in economics makes a heavy voice: It's time for the Federal Reserve 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 Prize winner in economics makes a heavy voice: It's time for the Federal Reserve 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, a Nobel Prize-winning economist and author of economics books Microeconomics and Macroeconomics, believes that the Fed now has very good reasons to consider suspending the rate hike to assess the substantial impact of the radical rate hike so far this year on the U.S. economy.</p><p>\"My point is that the Fed has probably done enough that they really, really should pause and see what rate hike does to 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 whether 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) increased much less than expected last month, mainly driven by the decline in medical services and used car price indicators. However, a separate report released Friday showed that U.S. consumers' inflation expectations for the short and long term have risen slightly.</p><p>The Federal Reserve this year launched its most aggressive monetary tightening cycle since the 1980s to curb the highest level of inflation in decades. Last week, the Fed had four straight 75-basis-point rate hike, but some Fed officials started \"blowing the wind\" after the inflation report miss the market expectation, which 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 have achieved, I expect we will slow down the pace of rate hike as we approach a sufficiently restrictive position,\" Hacker said in a speech in Philadelphia.</p><p>Paul Krugman is currently at the City University of New York (City University of New York). \"In many ways, the inflation data reflects the economic situation from last winter to earlier this year, rather than the latest economic situation now, which I think is likely to be relatively optimistic,\" he said in an interview. He also stressed: \"Personally, I have basically given up 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","SPXU":"三倍做空标普500ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","BK4550":"红杉资本持仓","DDM":"2倍做多道指ETF-ProShares","OEX":"标普100","SDOW":"三倍做空道指30ETF-ProShares","SPY":"标普500ETF","DJX":"1/100道琼斯","TQQQ":"纳指三倍做多ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","DOG":"道指ETF-ProShares做空","QID":"两倍做空纳斯达克指数ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","BK4581":"高盛持仓",".DJI":"道琼斯","SH":"做空标普500-Proshares","UPRO":"三倍做多标普500ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index","IVV":"标普500ETF-iShares","QQQ":"纳指100ETF","OEF":"标普100指数ETF-iShares","SQQQ":"纳指三倍做空ETF","BK4504":"桥水持仓","BK4559":"巴菲特持仓"},"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,"MNQmain":0.6,".SPX":0.6,"UDOW":0.6,"OEF":0.6,"NQmain":0.6,"SDS":0.6,"DXD":0.6,"QLD":0.6,".IXIC":1,"SQQQ":0.6,"TQQQ":0.6,"DOG":0.6,"ESmain":0.6,"QID":0.6,"IVV":0.6,"SPY":1,"OEX":0.6,".DJI":1,"SH":0.6,"SPXU":0.6,"DJX":0.6,"SSO":0.6,"DDM":0.6,"QQQ":0.6,"PSQ":0.6,"UPRO":0.6,"SDOW":0.6}},"isVote":1,"tweetType":1,"viewCount":1419,"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":[],"title":"","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":"hk","language":"zh","title":"Chinese batteries have conquered the US and Japan, propelling lithium iron phosphate to the top of the electric vehicle market.","url":"https://stock-news.laohu8.com/highlight/detail?id=2317151532","media":"华尔街见闻","summary":"在中国广受欢迎的磷酸铁锂电池，正逐渐在美国和日本的汽车市场扩大份额。随着纯电动汽车在全球汽车市场的份额逐渐攀升，磷酸铁锂电池也逐渐进入人们的视野并成为焦点。磷酸铁锂电池具有价格低廉、安全性高的优点，还","content":"<p><html><head></head><body>Lithium iron phosphate batteries, popular in China, are gradually expanding their market share in the US and Japanese automotive markets.</p><p>As the share of pure electric vehicles in the global automotive market gradually increases, lithium iron phosphate batteries are also gradually coming into people's view and becoming the focus. Lithium iron phosphate batteries have the advantages of low price and high safety. Technological advancements have also improved battery capacity, thereby extending the original driving range. In recent years, they have become very popular among automakers.</p><p>Research by consulting firm Adamas Intelligence shows that last year, lithium iron phosphate battery technology accounted for about half of the electric vehicle battery capacity sold in China. In the United States, this figure was only 9%, and even zero the previous year. But this trend is about to change—all signs indicate that this battery technology, which is popular in China, is entering the electric vehicle market in the United States and Japan and seizing market share from traditional lithium batteries.</p><p><h2>The United States has launched a \"wave\" of lithium iron phosphate batteries.</h2>Recently, startup Our Next Energy announced that it will begin producing lithium iron phosphate batteries in Michigan. The company will continue to expand after its new $1.6 billion factory goes into operation next year; By 2027, the company plans to provide enough lithium iron phosphate batteries for 200,000 electric vehicles.</p><p>According to media reports, Adamas Intelligence founder Ryan Castilloux stated,<b>Lithium iron phosphate batteries have undoubtedly sparked a second wave in the battery industry, and this wave is beginning to move westward.</b></p><p>Alla Kolesnikova, head of data and analytics at Adamas Intelligence, said that while lithium iron phosphate batteries account for no more than 20% of the announced battery capacity in the United States, the consulting firm expects that...<b>All major automakers will prefer to use this battery in entry-level electric vehicles; By the middle of the next decade, the share of lithium iron phosphate batteries in the United States will increase to nearly 30%.</b></p><p>according to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is predicted that lithium iron phosphate batteries will reach 36% of the market share of pure electric vehicle batteries in 2025, 14 percentage points higher than in 2020.</p><p>U.S. battery startup Kore Power also predicts that demand for lithium iron phosphate batteries in the United States will continue to grow. The company's plant, scheduled to open in Arizona by the end of 2024, will have two assembly lines: one for nickel-manganese-cobalt (NMC), one of the mainstream lithium-ion batteries, and the other for lithium iron phosphate batteries.</p><p>American car manufacturers<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>and<a href=\"https://laohu8.com/S/F\">Ford Motor</a>They are also promoting the adoption of lithium iron phosphate batteries. Last month,<a href=\"https://laohu8.com/S/300750\">CATL</a>At the same time, Ford Motor Company announced that the two companies will jointly build a new power battery plant in Michigan, USA, to produce lithium iron phosphate batteries, with an investment of up to $3.5 billion in the new plant. CATL will provide technical and service support for its production and license its battery patented technology; Ford engineers will be responsible for the integration of battery cells with the entire vehicle, and some of the equipment will come from China.</p><p><a href=\"https://laohu8.com/S/GM\">general motors</a>An executive said in February that the company is also exploring the possibility of using lithium iron phosphate batteries to reduce costs.</p><p><h2>Lithium iron phosphate batteries enter the Japanese auto market</h2>According to Japanese media reports, on February 3, Okayama Prefecture launched a plan to build Japan's largest battery factory, scheduled to be put into operation in 2024. The battery factory will have an annual production capacity of 5 gigawatt-hours (1 gigawatt is 1 billion watts), which can store the electricity consumption of 450,000 households for a day.</p><p>The project is led by PowerX, a renewable energy startup founded in 2021 (located in Minato-ku, Tokyo). As its driving force, PowerX has turned its attention to lithium iron phosphate batteries, rather than the current mainstream product of stationary batteries—ternary lithium batteries using cobalt or nickel. The company will use stationary lithium iron phosphate batteries mass-produced at its new factory and strive to build 7,000 pure electric vehicle charging stations in Japan by 2030.</p><p><h2>Chinese enterprises accelerate expansion</h2>Data shows that Chinese companies hold an overwhelming advantage in the automotive battery sector, which is the main battleground.</p><p>Data from South Korea's SNE survey shows that in terms of vehicle battery usage from January to November 2022,<b>CATL ranks first, and CATL ranks second.<a href=\"https://laohu8.com/S/002594\">BYD</a>The top two spots are both occupied by Chinese companies. Among the top ten companies in terms of global market share, six are Chinese, with a total market share exceeding 60%.</b></p><p>At the same time, China is also leading other countries in the world in terms of the speed of expansion of the electric vehicle market. Since 2010, China has issued subsidies to new energy vehicles such as pure electric vehicles and provided preferential treatment in areas such as the location of battery factories, accelerating the expansion of the battery industry.</p><p>In terms of technological innovation in lithium iron phosphate batteries, CATL of China, the world's largest automotive battery company, is also at the forefront.</p><p>In July 2022, Wu Kai, chief scientist of CATL, said that a single charge of the company's battery can enable a pure electric vehicle to travel more than 700 kilometers. CATL will launch its \"M3P\" battery, which is an improved version of lithium iron phosphate batteries, in 2023. Its driving range can exceed that of major pure electric vehicles such as Nissan's \"Leaf\".</p><p><h2>Why lithium iron phosphate batteries?</h2>Lithium iron phosphate batteries are a form of lithium-ion battery, and are \"cobalt-free\" batteries that use lithium, iron, and phosphorus. The electric vehicle batteries currently sold in the United States are mainly mainstream lithium-ion batteries such as nickel-manganese-cobalt NMC or nickel-cobalt-aluminum (NCA).</p><p>Prior to this, lithium iron phosphate batteries were not very popular in the United States because they had worse battery life than batteries such as NMC, but they could be charged more times before their performance dropped significantly. Chloe Herrera, chief battery analyst at Lux Research, said that range is considered too important for American drivers to sacrifice for price: \"In the U.S. battery industry, if you talked to anyone four years ago, no one would have suggested that you use lithium iron phosphate batteries in your car.\"</p><p>One factor driving the new interest in lithium iron phosphate technology in the United States is...<b>The cost of nickel-rich batteries is much higher than that of lithium iron phosphate battery technology. As electric vehicle sales grow, the cost of rare metals such as nickel and cobalt is also rising.</b></p><p>The price of nickel has more than doubled in the past three years; When the Russia-Ukraine conflict broke out a year ago, nickel prices also surged. On the other hand, most of the world's cobalt is mined in the Democratic Republic of Congo, where working conditions are extremely harsh. Cobalt prices also rose sharply between 2020 and 2022 before falling back to levels about three years ago. As a typical \"cobalt-free battery,\" the advantages of lithium iron phosphate batteries are evident.</p><p><b>As patents expire, the price of lithium iron phosphate battery technology has become cheaper in the United States.</b>Furthermore, driven by federal government subsidies, the widespread adoption of public charging stations will accelerate, potentially reducing drivers' concerns about battery life. From a safety perspective, lithium iron phosphate batteries are also less likely to catch fire than nickel-rich batteries.</p><p>RISK WARNING AND DISCLAIMER</p><p>The market is risky; invest with caution. This article does not constitute personal investment advice, nor does it take into account the specific investment goals, financial circumstances, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are appropriate to their specific circumstances. Investing accordingly is at your own risk.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese batteries have conquered the US and Japan, propelling lithium iron phosphate to the top of the electric vehicle market.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese batteries have conquered the US and Japan, propelling lithium iron phosphate to the top of the electric vehicle market.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-03-05 16:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Lithium iron phosphate batteries, popular in China, are gradually expanding their market share in the US and Japanese automotive markets.</p><p>As the share of pure electric vehicles in the global automotive market gradually increases, lithium iron phosphate batteries are also gradually coming into people's view and becoming the focus. Lithium iron phosphate batteries have the advantages of low price and high safety. Technological advancements have also improved battery capacity, thereby extending the original driving range. In recent years, they have become very popular among automakers.</p><p>Research by consulting firm Adamas Intelligence shows that last year, lithium iron phosphate battery technology accounted for about half of the electric vehicle battery capacity sold in China. In the United States, this figure was only 9%, and even zero the previous year. But this trend is about to change—all signs indicate that this battery technology, which is popular in China, is entering the electric vehicle market in the United States and Japan and seizing market share from traditional lithium batteries.</p><p><h2>The United States has launched a \"wave\" of lithium iron phosphate batteries.</h2>Recently, startup Our Next Energy announced that it will begin producing lithium iron phosphate batteries in Michigan. The company will continue to expand after its new $1.6 billion factory goes into operation next year; By 2027, the company plans to provide enough lithium iron phosphate batteries for 200,000 electric vehicles.</p><p>According to media reports, Adamas Intelligence founder Ryan Castilloux stated,<b>Lithium iron phosphate batteries have undoubtedly sparked a second wave in the battery industry, and this wave is beginning to move westward.</b></p><p>Alla Kolesnikova, head of data and analytics at Adamas Intelligence, said that while lithium iron phosphate batteries account for no more than 20% of the announced battery capacity in the United States, the consulting firm expects that...<b>All major automakers will prefer to use this battery in entry-level electric vehicles; By the middle of the next decade, the share of lithium iron phosphate batteries in the United States will increase to nearly 30%.</b></p><p>according to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is predicted that lithium iron phosphate batteries will reach 36% of the market share of pure electric vehicle batteries in 2025, 14 percentage points higher than in 2020.</p><p>U.S. battery startup Kore Power also predicts that demand for lithium iron phosphate batteries in the United States will continue to grow. The company's plant, scheduled to open in Arizona by the end of 2024, will have two assembly lines: one for nickel-manganese-cobalt (NMC), one of the mainstream lithium-ion batteries, and the other for lithium iron phosphate batteries.</p><p>American car manufacturers<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>and<a href=\"https://laohu8.com/S/F\">Ford Motor</a>They are also promoting the adoption of lithium iron phosphate batteries. Last month,<a href=\"https://laohu8.com/S/300750\">CATL</a>At the same time, Ford Motor Company announced that the two companies will jointly build a new power battery plant in Michigan, USA, to produce lithium iron phosphate batteries, with an investment of up to $3.5 billion in the new plant. CATL will provide technical and service support for its production and license its battery patented technology; Ford engineers will be responsible for the integration of battery cells with the entire vehicle, and some of the equipment will come from China.</p><p><a href=\"https://laohu8.com/S/GM\">general motors</a>An executive said in February that the company is also exploring the possibility of using lithium iron phosphate batteries to reduce costs.</p><p><h2>Lithium iron phosphate batteries enter the Japanese auto market</h2>According to Japanese media reports, on February 3, Okayama Prefecture launched a plan to build Japan's largest battery factory, scheduled to be put into operation in 2024. The battery factory will have an annual production capacity of 5 gigawatt-hours (1 gigawatt is 1 billion watts), which can store the electricity consumption of 450,000 households for a day.</p><p>The project is led by PowerX, a renewable energy startup founded in 2021 (located in Minato-ku, Tokyo). As its driving force, PowerX has turned its attention to lithium iron phosphate batteries, rather than the current mainstream product of stationary batteries—ternary lithium batteries using cobalt or nickel. The company will use stationary lithium iron phosphate batteries mass-produced at its new factory and strive to build 7,000 pure electric vehicle charging stations in Japan by 2030.</p><p><h2>Chinese enterprises accelerate expansion</h2>Data shows that Chinese companies hold an overwhelming advantage in the automotive battery sector, which is the main battleground.</p><p>Data from South Korea's SNE survey shows that in terms of vehicle battery usage from January to November 2022,<b>CATL ranks first, and CATL ranks second.<a href=\"https://laohu8.com/S/002594\">BYD</a>The top two spots are both occupied by Chinese companies. Among the top ten companies in terms of global market share, six are Chinese, with a total market share exceeding 60%.</b></p><p>At the same time, China is also leading other countries in the world in terms of the speed of expansion of the electric vehicle market. Since 2010, China has issued subsidies to new energy vehicles such as pure electric vehicles and provided preferential treatment in areas such as the location of battery factories, accelerating the expansion of the battery industry.</p><p>In terms of technological innovation in lithium iron phosphate batteries, CATL of China, the world's largest automotive battery company, is also at the forefront.</p><p>In July 2022, Wu Kai, chief scientist of CATL, said that a single charge of the company's battery can enable a pure electric vehicle to travel more than 700 kilometers. CATL will launch its \"M3P\" battery, which is an improved version of lithium iron phosphate batteries, in 2023. Its driving range can exceed that of major pure electric vehicles such as Nissan's \"Leaf\".</p><p><h2>Why lithium iron phosphate batteries?</h2>Lithium iron phosphate batteries are a form of lithium-ion battery, and are \"cobalt-free\" batteries that use lithium, iron, and phosphorus. The electric vehicle batteries currently sold in the United States are mainly mainstream lithium-ion batteries such as nickel-manganese-cobalt NMC or nickel-cobalt-aluminum (NCA).</p><p>Prior to this, lithium iron phosphate batteries were not very popular in the United States because they had worse battery life than batteries such as NMC, but they could be charged more times before their performance dropped significantly. Chloe Herrera, chief battery analyst at Lux Research, said that range is considered too important for American drivers to sacrifice for price: \"In the U.S. battery industry, if you talked to anyone four years ago, no one would have suggested that you use lithium iron phosphate batteries in your car.\"</p><p>One factor driving the new interest in lithium iron phosphate technology in the United States is...<b>The cost of nickel-rich batteries is much higher than that of lithium iron phosphate battery technology. As electric vehicle sales grow, the cost of rare metals such as nickel and cobalt is also rising.</b></p><p>The price of nickel has more than doubled in the past three years; When the Russia-Ukraine conflict broke out a year ago, nickel prices also surged. On the other hand, most of the world's cobalt is mined in the Democratic Republic of Congo, where working conditions are extremely harsh. Cobalt prices also rose sharply between 2020 and 2022 before falling back to levels about three years ago. As a typical \"cobalt-free battery,\" the advantages of lithium iron phosphate batteries are evident.</p><p><b>As patents expire, the price of lithium iron phosphate battery technology has become cheaper in the United States.</b>Furthermore, driven by federal government subsidies, the widespread adoption of public charging stations will accelerate, potentially reducing drivers' concerns about battery life. From a safety perspective, lithium iron phosphate batteries are also less likely to catch fire than nickel-rich batteries.</p><p>RISK WARNING AND DISCLAIMER</p><p>The market is risky; invest with caution. This article does not constitute personal investment advice, nor does it take into account the specific investment goals, financial circumstances, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are appropriate to their specific circumstances. Investing accordingly is at your own risk.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3683316\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71508db02e3f35325f3ef64850795280","relate_stocks":{"NCA":"纽文加州市政价值基金"},"source_url":"https://wallstreetcn.com/articles/3683316","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317151532","content_text":"在中国广受欢迎的磷酸铁锂电池，正逐渐在美国和日本的汽车市场扩大份额。随着纯电动汽车在全球汽车市场的份额逐渐攀升，磷酸铁锂电池也逐渐进入人们的视野并成为焦点。磷酸铁锂电池具有价格低廉、安全性高的优点，还通过技术提升改进了电池容量，从而延长了原本的续航里程，近年来十分受车企的青睐。咨询公司 Adamas Intelligence 的研究显示，去年，磷酸铁锂电池技术占中国销售电动汽车电池容量的一半左右；而在美国这一比例仅为9%，在前一年甚至为零。但这一趋势即将发生变化——种种迹象显示，这项在中国风靡的电池技术正在进军美国和日本的电动汽车市场，并抢占传统锂电池的市场份额。美国掀起磷酸铁锂电池的“浪潮”近日，初创企业 Our Next Energy 宣布将开始在密歇根州生产磷酸铁锂电池。在明年16亿美元的新工厂投产后，该公司将继续进行扩张；到2027年，该公司计划为20万辆电动汽车提供足够的磷酸铁锂电池。据媒体报道，Adamas Intelligence 创始人 Ryan Castilloux 表示，磷酸铁锂电池无疑在电池行业掀起了第二次浪潮，而这一浪潮正开始向西方移动。Adamas Intelligence的数据和分析主管 Alla Kolesnikova 表示，虽然在美国已宣布的电池产能中，磷酸铁锂电池的比例不超过20%，但该咨询公司预计，所有主要汽车制造商都将倾向于在入门级电动汽车上使用该电池；在下一个十年的中期，美国磷酸铁锂电池的份额将提高至接近30%。据高盛预测，从2025年的纯电动汽车用电池份额来看，磷酸铁锂电池将达到36％，比2020年高出14个百分点。美国电池初创企业 Kore Power 也预计，美国对磷酸铁锂电池的需求将不断增长。该公司计划于2024年底在亚利桑那州开设的工厂将有两条装配线，一条用于主流锂离子电池之一——镍锰钴（NMC），另一条用于磷酸铁锂电池。美国汽车制造商特斯拉和福特汽车等也正在推进采用磷酸铁锂电池。上个月，宁德时代和福特汽车同时宣布，双方将在美国密歇根州新建动力电池工厂合作生产磷酸铁锂电池，新工厂投资高达35亿美元。宁德时代将为其生产提供技术与服务支持，就电池专利技术进行许可；福特工程师将会负责电芯与整车集成工作，部分设备来自中国。通用汽车的一位高管在2月份表示，该公司也正在探索使用磷酸铁锂电池来降低成本的可能性。磷酸铁锂电池进军日本车市据日媒报道，2月3日，日本冈山县启动了新建日本最大规模蓄电池工厂的计划，预定2024年投产，蓄电池年产能为5吉瓦时（1吉瓦为10亿瓦），可储存45万户家庭一天的用电量。主导该项目的是2021年成立的可再生能源初创企业 PowerX（位于东京都港区）。作为原动力，PowerX 将目光投向了磷酸铁锂电池，而不是目前固定型蓄电池的主流产品——使用钴或镍的三元锂电池。该公司将使用新工厂量产的固定型磷酸铁锂电池，力争2030年前在日本建设7000处纯电动汽车充电设备。中国企业加速扩张数据显示，在作为主战场的车载用电池领域，中国企业占据压倒性优势。韩国SNE调查的数据显示，在2022年1至11月车载电池使用量上，排在第一的是宁德时代，第二位是比亚迪，前两位都被中国企业占据。全球份额前十的企业中，中国企业有6家，总份额超过6成。与此同时，中国在电动汽车市场的扩张速度方面也领跑全球其他国家。2010年以后，中国向纯电动汽车等新能源汽车发放补贴，在电池工厂的选址等方面也提供优惠，电池产业加快扩大。在磷酸铁锂电池的技术革新方面，一马当先的也是全球最大的车载电池企业——中国的宁德时代。2022年7月，宁德时代首席科学家吴凯表示，该公司的电池充电一次可以使纯电动汽车续航700公里以上。宁德时代将于2023年推出由磷酸铁锂电池改进而来的“M3P”电池。续航距离可超过日产汽车的“Leaf”等主要纯电动汽车。为什么是磷酸铁锂电池？磷酸铁锂电池是锂离子电池的一种形式，是使用锂、铁、磷的“无钴”电池。美国目前销售的电动汽车电池主要是镍锰钴NMC或镍钴铝（NCA）这种主流锂离子电池。在此之前，磷酸铁锂电池在美国一直不太受欢迎，因为它的续航能力比NMC等电池更差，但在性能大幅下降之前可以充电更多次。Lux Research 首席电池分析师 Chloe Herrera 说，对于美国司机来说，续航能力被视为太重要了，不能为了价格而牺牲它：“在美国电池行业，如果你在四年前与任何人交谈，没有人会建议你在汽车上使用磷酸铁锂电池。”而推动美国对磷酸铁锂技术产生新兴趣的一个因素是，富镍电池的成本远高于磷酸铁锂电池技术。随着电动汽车销量的增长，镍和钴等稀有金属的成本也在上升。在过去三年里，镍的价格翻了一倍多；一年前俄乌冲突爆发时，镍价也大幅飙升。而另一边，世界上大部分的钴都是在刚果民主共和国开采的，那里工作条件十分恶劣。在2020年至2022年期间，钴价也大幅上涨，然后才回落至大约三年前的水平。作为典型的“无钴电池”，磷酸铁锂电池的优势可见一斑。随着专利到期，磷酸铁锂电池技术的价格在美国也变得更加低廉。此外，在联邦政府补贴的推动下，公共充电站的普及将会加速，可能会减少司机对电池续航能力的担忧。从安全性上来看，磷酸铁锂电池也比富镍电池更不容易着火。风险提示及免责条款市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1,"symbols_score_info":{"NCA":1}},"isVote":1,"tweetType":1,"viewCount":759,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/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 Options Orders | So Hot! Total options trading volume surged 44% to 63 million contracts; Meta and Sister Wood have made a comeback, with options trading volume increasing by approximately 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 in the options market was 63.041 million contracts, a surge of 44% compared to the previous trading day, far exceeding the 90-day average trading volume, of which call options accounted for 60%. Positive earnings reports boosted Meta's stock price by more than 23%, with options trading surging to 2.008 million, nearly four times the 90-day average trading volume. Following a rebound in tech stocks, ARKK surged over 40% at the start of the year, with options trading volume on Thursday more than four times higher than the 90-day average.<b>I. Market Overview (February 2)</b></p><p>Driven by a staggering 23% gain on social media platform Meta, US stocks diverged on Thursday, with the recovery in growth sectors since the beginning of the year continuing. At the close, the Nasdaq index rose 3.25% to 12,200.82 points; The S&P 500 rose 1.47% to 4,179.76 points; The Dow Jones Industrial Average fell 0.11% to 34,053.94.</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 had risen nearly 16% year-to-date, its best start since 1975. However, this trend will be challenged as several tech giants reported weaker-than-expected earnings reports after the market closed on Thursday.</p><p>The total trading volume in the options market was 63.041 million contracts, a 44% surge compared to the previous trading day (43.778 million contracts), far exceeding the 90-day average trading volume (40.0803 million contracts), of which call options accounted for 60%.</p><p><b>II. Top 10 Options Trading Volume</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>Major 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\">Goal</a>、<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>Options trading volume surged, with 3.363 million, 2.11 million, 2.008 million, 1.652 million, and 903,000 contracts traded respectively;</p><p><b>III. Abnormal Movement Observation</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\">Goal</a>Overnight, the stock price surged by more than 23%, and option trading surged to 2.008 million contracts, nearly four times the 90-day average trading volume, with call options accounting 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>ARKK surged 6.52% overnight. It's worth noting that, along with the rebound of technology stocks, its year-to-date gains have exceeded 40%. On Thursday, 714,900 options were traded, more than four times the 90-day average, with call options accounting for 56%. Among them, the $48 strike price call option expiring on February 3, 2023, saw particularly high trading volume, with 88,900 contracts.</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 Options Orders | So Hot! Total options trading volume surged 44% to 63 million contracts; Meta and Sister Wood have made a comeback, with options trading volume increasing by approximately 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 Options Orders | So Hot! Total options trading volume surged 44% to 63 million contracts; Meta and Sister Wood have made a comeback, with options trading volume increasing by approximately 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 in the options market was 63.041 million contracts, a surge of 44% compared to the previous trading day, far exceeding the 90-day average trading volume, of which call options accounted for 60%. Positive earnings reports boosted Meta's stock price by more than 23%, with options trading surging to 2.008 million, nearly four times the 90-day average trading volume. Following a rebound in tech stocks, ARKK surged over 40% at the start of the year, with options trading volume on Thursday more than four times higher than the 90-day average.<b>I. Market Overview (February 2)</b></p><p>Driven by a staggering 23% gain on social media platform Meta, US stocks diverged on Thursday, with the recovery in growth sectors since the beginning of the year continuing. At the close, the Nasdaq index rose 3.25% to 12,200.82 points; The S&P 500 rose 1.47% to 4,179.76 points; The Dow Jones Industrial Average fell 0.11% to 34,053.94.</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 had risen nearly 16% year-to-date, its best start since 1975. However, this trend will be challenged as several tech giants reported weaker-than-expected earnings reports after the market closed on Thursday.</p><p>The total trading volume in the options market was 63.041 million contracts, a 44% surge compared to the previous trading day (43.778 million contracts), far exceeding the 90-day average trading volume (40.0803 million contracts), of which call options accounted for 60%.</p><p><b>II. Top 10 Options Trading Volume</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>Major 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\">Goal</a>、<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>Options trading volume surged, with 3.363 million, 2.11 million, 2.008 million, 1.652 million, and 903,000 contracts traded respectively;</p><p><b>III. Abnormal Movement Observation</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\">Goal</a>Overnight, the stock price surged by more than 23%, and option trading surged to 2.008 million contracts, nearly four times the 90-day average trading volume, with call options accounting 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>ARKK surged 6.52% overnight. It's worth noting that, along with the rebound of technology stocks, its year-to-date gains have exceeded 40%. On Thursday, 714,900 options were traded, more than four times the 90-day average, with call options accounting for 56%. Among them, the $48 strike price call option expiring on February 3, 2023, saw particularly high trading volume, with 88,900 contracts.</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":{"QQQ":"纳指100ETF","TSLA":"特斯拉","AAPL":"苹果","SPY":"标普500ETF","GOOGL":"谷歌A","AMZN":"亚马逊","ARKK":"ARK Innovation ETF","META":"Meta Platforms, Inc."},"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":{"TSLA":0.9,"ARKK":0.9,"GOOGL":0.9,"META":0.9,"SPY":0.9,"QQQ":0.9,"AAPL":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":862,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/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 | Nasdaq rises over 2%, Meta surges 20%, star tech stocks rise across the board","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 Thursday, February 2, the Dow Jones Industrial Average opened down 20.80 points, or 0.06%, at 34,072.16. The S&P 500 opened up 40.69 points, or 0.99%, at 4,159.90. The Nasdaq Composite Index opened up 249.28 points, or 2.11%, at 12,065.60.</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, reaching its highest intraday level since July last year. The company reported better-than-expected Q4 results and plans to increase its share repurchase authorization by $40 billion.</p><p><img src=\"https://static.tigerbbs.com/9770d8cbdfb13313454f0d13cb444490\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Most star tech stocks opened higher, with Google and Amazon rising more than 6%, Tesla up about 3%, and Apple up more than 2%.</p><p>Snap rebounded more than 5%, but the stock fell more than 10% on Wednesday.</p><p>Shell rose about 2% after reporting a record adjusted net profit of $39.9 billion in 2022, more than double the previous year's $19.29 billion.</p><p>Sony rose nearly 4%, with revenue for the third fiscal quarter of 2022 increasing by 13% year-over-year to 3,412.9 billion yen.</p><p>Ferrari rose more than 5%, with Q4 2022 revenue increasing by 17% year-on-year to €1.368 billion. The company's adjusted EBITDA guidance for 2023 was €2.13 billion to €2.18 billion, both better than market expectations.</p><p>Merck fell more than 2%, with its Q4 2022 net profit decreasing by 20% year-on-year to $3.017 billion, falling short of expectations.</p><p>Honeywell fell 3.6%, with Q4 2022 earnings per share declining 26% year-over-year to $1.51, falling short of expectations. The company expects revenue of $36 billion to $37 billion in 2023, with only $36.94 billion in high-end products exceeding market expectations.</p><p>Deutsche Bank fell 4.5% after its Q4 2022 revenue increased 7% year-on-year to €6.315 billion, but fell short of market expectations. Investment banking revenue fell 12% year-on-year to €1.675 billion.</p><p>ConocoPhillips fell 3.5%, but its Q4 2022 net profit rose 23.7% year-on-year to $3.249 billion, despite miss the market expectation.</p><p>Eli Lilly fell more than 3%, with Q4 2022 revenue decreasing by 9% year-over-year to $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 | Nasdaq rises over 2%, Meta surges 20%, star tech stocks rise across the board</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 | Nasdaq rises over 2%, Meta surges 20%, star tech stocks rise across the board\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 Thursday, February 2, the Dow Jones Industrial Average opened down 20.80 points, or 0.06%, at 34,072.16. The S&P 500 opened up 40.69 points, or 0.99%, at 4,159.90. The Nasdaq Composite Index opened up 249.28 points, or 2.11%, at 12,065.60.</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, reaching its highest intraday level since July last year. The company reported better-than-expected Q4 results and plans to increase its share repurchase authorization by $40 billion.</p><p><img src=\"https://static.tigerbbs.com/9770d8cbdfb13313454f0d13cb444490\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Most star tech stocks opened higher, with Google and Amazon rising more than 6%, Tesla up about 3%, and Apple up more than 2%.</p><p>Snap rebounded more than 5%, but the stock fell more than 10% on Wednesday.</p><p>Shell rose about 2% after reporting a record adjusted net profit of $39.9 billion in 2022, more than double the previous year's $19.29 billion.</p><p>Sony rose nearly 4%, with revenue for the third fiscal quarter of 2022 increasing by 13% year-over-year to 3,412.9 billion yen.</p><p>Ferrari rose more than 5%, with Q4 2022 revenue increasing by 17% year-on-year to €1.368 billion. The company's adjusted EBITDA guidance for 2023 was €2.13 billion to €2.18 billion, both better than market expectations.</p><p>Merck fell more than 2%, with its Q4 2022 net profit decreasing by 20% year-on-year to $3.017 billion, falling short of expectations.</p><p>Honeywell fell 3.6%, with Q4 2022 earnings per share declining 26% year-over-year to $1.51, falling short of expectations. The company expects revenue of $36 billion to $37 billion in 2023, with only $36.94 billion in high-end products exceeding market expectations.</p><p>Deutsche Bank fell 4.5% after its Q4 2022 revenue increased 7% year-on-year to €6.315 billion, but fell short of market expectations. Investment banking revenue fell 12% year-on-year to €1.675 billion.</p><p>ConocoPhillips fell 3.5%, but its Q4 2022 net profit rose 23.7% year-on-year to $3.249 billion, despite miss the market expectation.</p><p>Eli Lilly fell more than 3%, with Q4 2022 revenue decreasing by 9% year-over-year to $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":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"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":{"ESmain":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1273,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/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 | US stocks collectively open low, popular Chinese concept stocks generally fall","url":"https://stock-news.laohu8.com/highlight/detail?id=1133463810","media":"老虎资讯综合","summary":"道琼斯指数开盘下跌99.35点，跌幅0.29%，报33878.73点。","content":"<p><html><head></head><body>On Monday, January 30, the Dow Jones Industrial Average opened down 99.35 points, or 0.29%, at 33,878.73. The S&P 500 opened down 26.03 points, or 0.64%, at 4044.53. The Nasdaq Composite Index opened down 104.65 points, or 0.90%, at 11,517.06.</p><p><img src=\"https://static.tigerbbs.com/3989ae03e4b85c49cd65060d896bf5b9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>The Nasdaq China Golden Dragon Index opened down 3.2%, with popular Chinese concept stocks generally declining.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It fell more than 10%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>It fell more than 6%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>Down about 6%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>It fell by more than 4%, Gaotu and Youdao fell by more than 8%, and New Oriental fell by more than 5%.</p><p><img src=\"https://static.tigerbbs.com/03e9d2a875b031e7ec42f5a128c2a513\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It opened higher but closed lower, falling nearly 2%. According to sources, Baidu plans to launch an artificial intelligence service similar to ChatGPT in March, initially embedding it into its main search service.</p><p><a href=\"https://laohu8.com/S/PHG\">Philips</a>Rising by about 5%, Q4 2022 revenue increased by 10% year-on-year to €5.422 billion, better than market expectations. The company announced that it will lay off another 6,000 employees, a layoff plan aimed at cutting costs.</p><p><b>SOFI rose more than 12%, with Q4 2022 revenue increasing by 60% year-over-year to $456.7 million and net loss narrowing by 64% year-over-year to $40.006 million.</b></p><p><img src=\"https://static.tigerbbs.com/cdf5330b5018720462b921d2f5b01f0b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/F\">Ford Motor</a>Down nearly 2%, Ford has lowered the price of the Mustang Mach-E across the board, with an average price reduction of $4,500.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The stock price fell 2%. Recent reports indicate that Tesla will launch a new Model, the \"Model Q,\" smaller than the Model 3/Y. A Tesla representative stated, \"This is false.\"</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening | US stocks collectively open low, popular Chinese concept stocks generally fall</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpening | US stocks collectively open low, popular Chinese concept stocks generally fall\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-01-30 22:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Monday, January 30, the Dow Jones Industrial Average opened down 99.35 points, or 0.29%, at 33,878.73. The S&P 500 opened down 26.03 points, or 0.64%, at 4044.53. The Nasdaq Composite Index opened down 104.65 points, or 0.90%, at 11,517.06.</p><p><img src=\"https://static.tigerbbs.com/3989ae03e4b85c49cd65060d896bf5b9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>The Nasdaq China Golden Dragon Index opened down 3.2%, with popular Chinese concept stocks generally declining.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It fell more than 10%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>It fell more than 6%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>Down about 6%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>It fell by more than 4%, Gaotu and Youdao fell by more than 8%, and New Oriental fell by more than 5%.</p><p><img src=\"https://static.tigerbbs.com/03e9d2a875b031e7ec42f5a128c2a513\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It opened higher but closed lower, falling nearly 2%. According to sources, Baidu plans to launch an artificial intelligence service similar to ChatGPT in March, initially embedding it into its main search service.</p><p><a href=\"https://laohu8.com/S/PHG\">Philips</a>Rising by about 5%, Q4 2022 revenue increased by 10% year-on-year to €5.422 billion, better than market expectations. The company announced that it will lay off another 6,000 employees, a layoff plan aimed at cutting costs.</p><p><b>SOFI rose more than 12%, with Q4 2022 revenue increasing by 60% year-over-year to $456.7 million and net loss narrowing by 64% year-over-year to $40.006 million.</b></p><p><img src=\"https://static.tigerbbs.com/cdf5330b5018720462b921d2f5b01f0b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/F\">Ford Motor</a>Down nearly 2%, Ford has lowered the price of the Mustang Mach-E across the board, with an average price reduction of $4,500.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The stock price fell 2%. Recent reports indicate that Tesla will launch a new Model, the \"Model Q,\" smaller than the Model 3/Y. A Tesla representative stated, \"This is false.\"</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"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":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1561,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/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 regarding restrictions on the sale of chip manufacturing equipment to China by the US, the Netherlands, and Japan.","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>By Liu Peilin, Du Zhihang, Qu Yunxu</p><p>Negotiations between the United States, the Netherlands, and Japan regarding restrictions on the sale of chip manufacturing equipment to China have made progress. In response to previous media reports that the US, the Netherlands, and Japan had reached an agreement, Dutch giant lithography...<a href=\"https://laohu8.com/S/ASML\">Asma</a>In a statement sent to Caixin on January 29, the company said it was aware of the latest progress made by several governments in reaching an agreement focusing on advanced process chip manufacturing technology, which will include, but is not limited to, advanced process lithography systems.</p><p>In its statement, ASML also indicated that before the agreement officially takes effect, it needs to be further refined and enacted into law, which will still take some time. ASML does not expect these measures to have a material impact on its 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 regarding restrictions on the sale of chip manufacturing equipment to China by the US, the Netherlands, and Japan.</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 regarding restrictions on the sale of chip manufacturing equipment to China by the US, the Netherlands, and Japan.\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>By Liu Peilin, Du Zhihang, Qu Yunxu</p><p>Negotiations between the United States, the Netherlands, and Japan regarding restrictions on the sale of chip manufacturing equipment to China have made progress. In response to previous media reports that the US, the Netherlands, and Japan had reached an agreement, Dutch giant lithography...<a href=\"https://laohu8.com/S/ASML\">Asma</a>In a statement sent to Caixin on January 29, the company said it was aware of the latest progress made by several governments in reaching an agreement focusing on advanced process chip manufacturing technology, which will include, but is not limited to, advanced process lithography systems.</p><p>In its statement, ASML also indicated that before the agreement officially takes effect, it needs to be further refined and enacted into law, which will still take some time. ASML does not expect these measures to have a material impact on its 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":972,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9960269897","repostId":"1185570661","repostType":4,"isVote":1,"tweetType":1,"viewCount":1096,"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":[],"title":"","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":"sh","language":"zh","title":"Full text of the Federal Reserve's decision: 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 increase in terminal interest rates to over 4.5% reflects the Federal Reserve's determination to continue tightening. Although the dot plot only provides current expectations and does not represent future policies, it still dispels market expectations that the Fed will quickly shift to easing in the short term.</p><p><b>Mikko's Notes</b></p><p><ul><li>terminal interest rate<b>The increase to over 4.5% reflects the Fed's determination to continue tightening.</b>。</p><p></li><li>Although dot plots only reflect current expectations and do not represent future policies, in the short term...<b>This still dispelled market expectations that the Fed would quickly shift to easing.</b>。</p><p></li><li><b>Inflation remains the top priority.</b>During the Q&A session at the press conference, Powell directly stated that he still maintains his position from when he was in Jackson Hole.</p><p></li><li>Before the midterm elections,<b>The Federal Reserve delivered an extremely \"politically correct\" economic forecast.</b>The unemployment forecast has only been slightly raised, but it remains concerned.<b>\"soft landing\"</b>expectation.</p><p></li><li>...Can such a low job market and economic growth sacrifice rate be exchanged for reaching the target inflation level? Judging from the statements of most committee members, they believe their predictions are highly uncertain.<b>The risk of rising unemployment may have been underestimated.</b>。</p><p></li><li>The reporter who asked questions at the press conference was very concerned about when the Federal Reserve would end its rate hike and the conditions for shifting to easing, but Powell gave a more official answer, saying, \"Listening to your words is like listening to your own words.\"<b>Avoiding and refusing to give clear forward-looking guidance</b>。</p><p></li><li>A reporter sarcastically asked, \"Since you said meeting by meeting, will the next meeting be 75 basis points?\"<b>This indirectly reflects the poor quality of information at the current press conference and the Fed's extremely limited policy communication. I could hardly find any valuable incremental information in the press conference.</b></p><p></li></ul><b>Market reaction</b></p><p>I discovered the price had risen incorrectly 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 remains 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 the unemployment rate has remained low. Inflation remains high, reflecting pandemic-related supply and 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 risks.</p><p>The Russia-Ukraine conflict is causing enormous human and economic difficulties. The war and related events are putting additional upward pressure on inflation and putting pressure on global economic activity. The Committee attaches great importance to the risk of inflation.</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 appropriate. In addition, the Committee will continue to reduce 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.</p><p>The committee seeks to achieve full employment and a 2% inflation rate in the long term. To support these objectives, the Committee decided to increase the target range for Federal Funds rate to 3% to 3.25% (75 basis points) and expects to continue raising the interest rate range. In addition, the committee will continue to reduce its holdings of Treasury Bond, institutional debt, and MBS, as described in the \"Plan to Reduce the Size of the Federal Reserve's Balance Sheet\" released in May. The committee is firmly committed to restoring the inflation rate to the 2% target.</p><p>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 achievement 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.</p><p>In assessing the appropriate stance of monetary policy, the Committee will continue to monitor the impact of new information on the economic outlook. If risks arise that could hinder the achievement of the Committee's objectives, the Committee will be prepared to adjust its monetary policy stance as appropriate. The committee's assessment will take into account a wide range of information, including readings on public health, labor market conditions, inflationary pressures and expectations, as well as financial and international developments.</p><p><b>Economic forecast</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>Unemployment forecasts are highly uncertain and risk of being revised upwards...</p><p><b>dot plot</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 slow down rate hike</b>And what factors will be considered when deciding to stop rate hike?</p><p><b>I will not answer your question directly.</b>。 (Repeating the same thing) First, I want to emphasize that the Federal Reserve's purpose has not changed since the Jackson Hole meeting. The Federal Reserve will maintain 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 already achieved the former, but we still need to work on the latter. Therefore, we need to raise Federal Funds rate to the level of austerity. (Regarding factors for stopping rate hike) First, we will track whether economic growth is below trend, second, the labor supply is more balanced, and finally, there is concrete evidence that inflation has fallen to 2%. Regarding interest rate cuts, we will only consider them after inflation has actually dropped to 2%. Q2. How does the Federal Reserve consider the impact of monetary policy on inflation?<b>Time delay</b></p><p>Monetary policy does indeed have a time lag. I believe that monetary policy transmits financial conditions very quickly, and sometimes financial conditions even precede the announcement of monetary policy. Financial conditions will quickly begin to affect the real economy, usually within one to two months. However, the transmission of financial conditions to inflation may take some time.<b>We will pay attention to this</b>This 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 rate hike.\" Follow-up: Will the Federal Reserve maintain linear rate hike, or will it stop rate hike and maintain it for a period of time to reflect on the impact of monetary policy on the economy?</p><p>It's difficult to say what the Federal Reserve's rate hike path will be after that. (Repeating the same thing) Our aim is to maintain austerity until inflation disappears. What you can read from the SEP is what the FOMC governors consider the appropriate interest rate level at this point in time, and this will change over time. It is possible that we will maintain interest rates at a certain level, but we have not yet reached that level.<b>I believe we have just reached the lower edge of what can be called austerity levels.</b>。 The FOMC and I both agree that we still need to continue (rate hike). In Q3, the unemployment rate for next year reached 4.4% in September. Historically, this level of unemployment has led to economic recessions.<b>Can this prediction be interpreted as the Federal Reserve being unlikely to achieve a soft landing?</b>。 Is it necessary to tighten monetary policy so much?</p><p>In the SEP, the Federal Reserve predicts a moderate increase in the unemployment rate. This is mainly because the current economic situation is very different from the past. First, the number of job vacancies is very high compared to the number of job seekers. Therefore, unlike in the past, the decline in job vacancies can coexist with a slight increase in the unemployment rate. Secondly, long-term inflation expectations remain stable. This means it will be easier to bring down inflation. Finally, inflation is partly due to supply-side shocks, such as the pandemic, economic reopening, and the Russia-Ukraine war. There is now evidence that supply shocks are easing: for example, commodity prices are starting to fall. We have always believed that restoring price stability while achieving a soft landing is very challenging. We do not know whether rate hike will lead to an economic recession, which is influenced by a variety of factors.<b>If monetary policy is more restrictive for longer, the likelihood of a soft landing will also decrease.</b>。 However, our goal is to reduce inflation. Follow up: Is job vacancy rate still an important indicator for considering the labor market?</p><p><b>Yes</b>。 Currently, the job vacancy rate remains at 2:1, which is a very good indicator of 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. What factors are considered in determining the terminal interest rate? If you want interest rates to be higher than inflation, what is current inflation?</p><p><b>I believe the Federal Reserve needs to raise its real policy rate to a positive level.</b>This will exert meaningful downward pressure on inflation. We will observe broad financial conditions, such as interest rates, credit spreads, financial credit indices, and so on. We discussed this in today's meeting, as well as in previous meetings.<b>All real interest rates across the entire interest rate curve need to be raised to positive values.</b>。 This is exactly what SEP predicts. *Q5. You once said that the Federal Reserve's decisions are made meeting by meeting. Currently, the rate hike path appears to be 75 50 25.<b>So, will the Federal Reserve rate hike by 75 basis points at its next meeting?</b></p><p>The FOMC does indeed make a decision at each meeting, and this time the Fed's decision was a 75 basis point rate hike. The median rate hike path shown by SEP is indeed 125 basis points in rate hike before the end of the year, but the same group of board members believe that 100 basis points in rate hike is also possible. (As for whether the rate hike is 75bp below), we will decide at the next meeting. All I can say is that the Federal Reserve will reach the level of tightening, and at a very rapid pace. Follow up: Why is the Federal Reserve continuing its frontload rate hike despite recession risks? Is it because CPI data shows a lack of progress in resolving inflation, or because the labor market remains tight?</p><p>The Federal Reserve expects inflation to decline due to easing supply. However, although the supply side has eased somewhat, inflation has not declined. Core PCE shows that inflation rates were 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's also an inflation situation we don't want to see. This tells us that we need to continue rate hike until the policy interest rate reaches what we consider appropriate levels. *Q6. How do we understand that inflation in the SEP will not return to 2% until 2025, but the dot plot shows that interest rate cuts will begin in 2024?<b>Does this mean the Federal Reserve can tolerate inflation rates above 2%?</b></p><p>The SEP forecasts core inflation of 2.1% and headline inflation of 2.0% for 2025, which is roughly in line with the inflation target.<b>But it is indeed higher than 2%.</b>。 Follow up: Why wasn't rate hike 100bp included in this meeting?</p><p>In both the last and this press conferences, I have said that the Federal Reserve's decisions will be based on aggregate data. Inflation figures were unexpectedly low in July, while those for August were unexpectedly high. We don't want to overreact to a single data point. As we mentioned before, the core interest rate has been above 4.5% (Q5 Follow up). We don't need to look at any more data to know that inflation is already too high. The FOMC will raise the policy interest rate to a tighter level and maintain it until we are confident that inflation has subsided. Q7. You mentioned that MBS might be sold. Will the current cooling of the real estate market and rising mortgage rates affect the rate of the Federal Reserve's shrinking balance sheet on MBS?</p><p>Our original statement was that shrinking balance sheet would consider this option when it entered the later stages.<b>However, we will not consider it at this time.</b>Q8. How should we view the issue of global austerity leading to a global economic recession? Will there be international cooperation in this regard?</p><p>I have just returned from the Basel meeting on global central banks with several FOMC colleagues. We (central banks in various regions) each have our own domestic goals to achieve, but at the same time we all maintain close contact. Our forecasts and decisions will try to take the international economy into account, but we will certainly not be perfect. Regarding international cooperation, due to different interest rate levels and situations in different regions, cooperation is out of the question.<b>We don't cooperate; it's more about information sharing and exchange.</b>Q9. Why is the economy so strong? Does this mean the Federal Reserve needs to set higher terminal interest rates?</p><p>Yes, the labor market is very strong, but in interest-rate-sensitive sectors, such as the real estate market, we can see the role of rate hike: reduced economic activity and declining house prices. rate hike plays a role in both interest rate-sensitive consumption and imports and exports (through exchange rate transmission). However, the economy is also very strong, people have savings from COVID-19 accumulation and government transfers, and the government has a lot of cash.<b>We believe the economic growth trend is around 1.8%.</b>However, the actual economy is indeed below the trend. Of course, it is possible that the economy is stronger (than the data suggests), which is a good thing, meaning that the economy will not suffer a more severe recession. However, our focus is only on bringing inflation down to below 2%. Q10. Is a recession more likely? Is the resulting job loss in the labor market worthwhile?</p><p><b>I don't know the likelihood of a recession.</b>。 It is very likely that economic growth will be below trend for some time, and we are seeing it now. The Federal Reserve's expected economic growth of 0.2% this year is very low, while its expected growth of 1.2% next year is also significantly below trend. But this is what we need. People are suffering because of inflation. If we want a stronger labor market, we must first bring down inflation. I also wish there was an easier way, but there isn't. Therefore, what the Federal Reserve needs to do is raise interest rates to a tightening level.<b>We have not yet completely ruled out the possibility of exchanging lower unemployment for lower inflation.</b>Follow up: Given the data retrospective and the time lag in monetary policy, how does the Federal Reserve know whether tightening is excessive?</p><p>It's difficult to answer. Q11. How can we explain to the public why the labor market must suffer the pain?</p><p>(Repeating the same thing) See previous FOMC press conferences. Q12. How long will the American people have to endure economic hardship?</p><p>It depends on when inflation falls. Reiterate why we need to fight inflation. Follow up: What are the economic hardships, such as job losses and rising credit card interest rates?</p><p>Including all of these, higher interest rates, slower economic growth, and a lax labor market will all bring economic suffering, but none of them will be as suffering as persistent inflation. Q13. Existing home sales have declined for the seventh consecutive month, and mortgage rates have reached their highest level since 2008. However, loan demand increased this month, while real estate prices remained stubbornly low. In your June press conference, you mentioned resetting the housing market. Could you please describe in detail what \"reset\" means and the related measures taken by the Federal Reserve?</p><p>The restart does not refer to a definitive set of data, but simply to the fact that the U.S. housing market experienced a very hot period. At that time, the purchase price of new homebuyers was often 10% higher than the initial bid, resulting in a serious imbalance between supply and demand and a rapid rise in prices. The current slowdown in house price increases will help house prices reach a level more in line with other real estate fundamentals such as rents. In the long run, we hope for a balance between supply and demand—home prices can rise at a reasonable rate, and people can afford to buy homes again. Therefore, I believe we need a \"correction\" to reach this state. In the long run, the real estate market also has some problems. For example, it is now difficult to find land close to the city, and it is also more difficult for real estate developers to buy land, building materials, and workers. However, from a business cycle perspective, this difficulty will help the real estate market reach a better state. Follow up: Will housing cost price inflation decline?</p><p><b>I believe housing cost price inflation will remain high.</b>。 We hope it will fall, but we are not sure when it will happen. We can only prepare for two scenarios: assuming housing costs remain high. Q14.4.6% What is the degree of tightening?</p><p>If we reach this level, which is likely, we will subtract some inflation forecast from it to calculate the degree of tightening, and this level should be positive and probably around 1%. I don't know exactly what it will be, but it must be significantly higher than zero. I would also like to say that the Federal Reserve's actual rate hike path and forecasts may differ, but they will certainly 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 the Federal Reserve's decision: 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 the Federal Reserve's decision: 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 increase in terminal interest rates to over 4.5% reflects the Federal Reserve's determination to continue tightening. Although the dot plot only provides current expectations and does not represent future policies, it still dispels market expectations that the Fed will quickly shift to easing in the short term.</p><p><b>Mikko's Notes</b></p><p><ul><li>terminal interest rate<b>The increase to over 4.5% reflects the Fed's determination to continue tightening.</b>。</p><p></li><li>Although dot plots only reflect current expectations and do not represent future policies, in the short term...<b>This still dispelled market expectations that the Fed would quickly shift to easing.</b>。</p><p></li><li><b>Inflation remains the top priority.</b>During the Q&A session at the press conference, Powell directly stated that he still maintains his position from when he was in Jackson Hole.</p><p></li><li>Before the midterm elections,<b>The Federal Reserve delivered an extremely \"politically correct\" economic forecast.</b>The unemployment forecast has only been slightly raised, but it remains concerned.<b>\"soft landing\"</b>expectation.</p><p></li><li>...Can such a low job market and economic growth sacrifice rate be exchanged for reaching the target inflation level? Judging from the statements of most committee members, they believe their predictions are highly uncertain.<b>The risk of rising unemployment may have been underestimated.</b>。</p><p></li><li>The reporter who asked questions at the press conference was very concerned about when the Federal Reserve would end its rate hike and the conditions for shifting to easing, but Powell gave a more official answer, saying, \"Listening to your words is like listening to your own words.\"<b>Avoiding and refusing to give clear forward-looking guidance</b>。</p><p></li><li>A reporter sarcastically asked, \"Since you said meeting by meeting, will the next meeting be 75 basis points?\"<b>This indirectly reflects the poor quality of information at the current press conference and the Fed's extremely limited policy communication. I could hardly find any valuable incremental information in the press conference.</b></p><p></li></ul><b>Market reaction</b></p><p>I discovered the price had risen incorrectly 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 remains 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 the unemployment rate has remained low. Inflation remains high, reflecting pandemic-related supply and 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 risks.</p><p>The Russia-Ukraine conflict is causing enormous human and economic difficulties. The war and related events are putting additional upward pressure on inflation and putting pressure on global economic activity. The Committee attaches great importance to the risk of inflation.</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 appropriate. In addition, the Committee will continue to reduce 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.</p><p>The committee seeks to achieve full employment and a 2% inflation rate in the long term. To support these objectives, the Committee decided to increase the target range for Federal Funds rate to 3% to 3.25% (75 basis points) and expects to continue raising the interest rate range. In addition, the committee will continue to reduce its holdings of Treasury Bond, institutional debt, and MBS, as described in the \"Plan to Reduce the Size of the Federal Reserve's Balance Sheet\" released in May. The committee is firmly committed to restoring the inflation rate to the 2% target.</p><p>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 achievement 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.</p><p>In assessing the appropriate stance of monetary policy, the Committee will continue to monitor the impact of new information on the economic outlook. If risks arise that could hinder the achievement of the Committee's objectives, the Committee will be prepared to adjust its monetary policy stance as appropriate. The committee's assessment will take into account a wide range of information, including readings on public health, labor market conditions, inflationary pressures and expectations, as well as financial and international developments.</p><p><b>Economic forecast</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>Unemployment forecasts are highly uncertain and risk of being revised upwards...</p><p><b>dot plot</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 slow down rate hike</b>And what factors will be considered when deciding to stop rate hike?</p><p><b>I will not answer your question directly.</b>。 (Repeating the same thing) First, I want to emphasize that the Federal Reserve's purpose has not changed since the Jackson Hole meeting. The Federal Reserve will maintain 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 already achieved the former, but we still need to work on the latter. Therefore, we need to raise Federal Funds rate to the level of austerity. (Regarding factors for stopping rate hike) First, we will track whether economic growth is below trend, second, the labor supply is more balanced, and finally, there is concrete evidence that inflation has fallen to 2%. Regarding interest rate cuts, we will only consider them after inflation has actually dropped to 2%. Q2. How does the Federal Reserve consider the impact of monetary policy on inflation?<b>Time delay</b></p><p>Monetary policy does indeed have a time lag. I believe that monetary policy transmits financial conditions very quickly, and sometimes financial conditions even precede the announcement of monetary policy. Financial conditions will quickly begin to affect the real economy, usually within one to two months. However, the transmission of financial conditions to inflation may take some time.<b>We will pay attention to this</b>This 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 rate hike.\" Follow-up: Will the Federal Reserve maintain linear rate hike, or will it stop rate hike and maintain it for a period of time to reflect on the impact of monetary policy on the economy?</p><p>It's difficult to say what the Federal Reserve's rate hike path will be after that. (Repeating the same thing) Our aim is to maintain austerity until inflation disappears. What you can read from the SEP is what the FOMC governors consider the appropriate interest rate level at this point in time, and this will change over time. It is possible that we will maintain interest rates at a certain level, but we have not yet reached that level.<b>I believe we have just reached the lower edge of what can be called austerity levels.</b>。 The FOMC and I both agree that we still need to continue (rate hike). In Q3, the unemployment rate for next year reached 4.4% in September. Historically, this level of unemployment has led to economic recessions.<b>Can this prediction be interpreted as the Federal Reserve being unlikely to achieve a soft landing?</b>。 Is it necessary to tighten monetary policy so much?</p><p>In the SEP, the Federal Reserve predicts a moderate increase in the unemployment rate. This is mainly because the current economic situation is very different from the past. First, the number of job vacancies is very high compared to the number of job seekers. Therefore, unlike in the past, the decline in job vacancies can coexist with a slight increase in the unemployment rate. Secondly, long-term inflation expectations remain stable. This means it will be easier to bring down inflation. Finally, inflation is partly due to supply-side shocks, such as the pandemic, economic reopening, and the Russia-Ukraine war. There is now evidence that supply shocks are easing: for example, commodity prices are starting to fall. We have always believed that restoring price stability while achieving a soft landing is very challenging. We do not know whether rate hike will lead to an economic recession, which is influenced by a variety of factors.<b>If monetary policy is more restrictive for longer, the likelihood of a soft landing will also decrease.</b>。 However, our goal is to reduce inflation. Follow up: Is job vacancy rate still an important indicator for considering the labor market?</p><p><b>Yes</b>。 Currently, the job vacancy rate remains at 2:1, which is a very good indicator of 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. What factors are considered in determining the terminal interest rate? If you want interest rates to be higher than inflation, what is current inflation?</p><p><b>I believe the Federal Reserve needs to raise its real policy rate to a positive level.</b>This will exert meaningful downward pressure on inflation. We will observe broad financial conditions, such as interest rates, credit spreads, financial credit indices, and so on. We discussed this in today's meeting, as well as in previous meetings.<b>All real interest rates across the entire interest rate curve need to be raised to positive values.</b>。 This is exactly what SEP predicts. *Q5. You once said that the Federal Reserve's decisions are made meeting by meeting. Currently, the rate hike path appears to be 75 50 25.<b>So, will the Federal Reserve rate hike by 75 basis points at its next meeting?</b></p><p>The FOMC does indeed make a decision at each meeting, and this time the Fed's decision was a 75 basis point rate hike. The median rate hike path shown by SEP is indeed 125 basis points in rate hike before the end of the year, but the same group of board members believe that 100 basis points in rate hike is also possible. (As for whether the rate hike is 75bp below), we will decide at the next meeting. All I can say is that the Federal Reserve will reach the level of tightening, and at a very rapid pace. Follow up: Why is the Federal Reserve continuing its frontload rate hike despite recession risks? Is it because CPI data shows a lack of progress in resolving inflation, or because the labor market remains tight?</p><p>The Federal Reserve expects inflation to decline due to easing supply. However, although the supply side has eased somewhat, inflation has not declined. Core PCE shows that inflation rates were 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's also an inflation situation we don't want to see. This tells us that we need to continue rate hike until the policy interest rate reaches what we consider appropriate levels. *Q6. How do we understand that inflation in the SEP will not return to 2% until 2025, but the dot plot shows that interest rate cuts will begin in 2024?<b>Does this mean the Federal Reserve can tolerate inflation rates above 2%?</b></p><p>The SEP forecasts core inflation of 2.1% and headline inflation of 2.0% for 2025, which is roughly in line with the inflation target.<b>But it is indeed higher than 2%.</b>。 Follow up: Why wasn't rate hike 100bp included in this meeting?</p><p>In both the last and this press conferences, I have said that the Federal Reserve's decisions will be based on aggregate data. Inflation figures were unexpectedly low in July, while those for August were unexpectedly high. We don't want to overreact to a single data point. As we mentioned before, the core interest rate has been above 4.5% (Q5 Follow up). We don't need to look at any more data to know that inflation is already too high. The FOMC will raise the policy interest rate to a tighter level and maintain it until we are confident that inflation has subsided. Q7. You mentioned that MBS might be sold. Will the current cooling of the real estate market and rising mortgage rates affect the rate of the Federal Reserve's shrinking balance sheet on MBS?</p><p>Our original statement was that shrinking balance sheet would consider this option when it entered the later stages.<b>However, we will not consider it at this time.</b>Q8. How should we view the issue of global austerity leading to a global economic recession? Will there be international cooperation in this regard?</p><p>I have just returned from the Basel meeting on global central banks with several FOMC colleagues. We (central banks in various regions) each have our own domestic goals to achieve, but at the same time we all maintain close contact. Our forecasts and decisions will try to take the international economy into account, but we will certainly not be perfect. Regarding international cooperation, due to different interest rate levels and situations in different regions, cooperation is out of the question.<b>We don't cooperate; it's more about information sharing and exchange.</b>Q9. Why is the economy so strong? Does this mean the Federal Reserve needs to set higher terminal interest rates?</p><p>Yes, the labor market is very strong, but in interest-rate-sensitive sectors, such as the real estate market, we can see the role of rate hike: reduced economic activity and declining house prices. rate hike plays a role in both interest rate-sensitive consumption and imports and exports (through exchange rate transmission). However, the economy is also very strong, people have savings from COVID-19 accumulation and government transfers, and the government has a lot of cash.<b>We believe the economic growth trend is around 1.8%.</b>However, the actual economy is indeed below the trend. Of course, it is possible that the economy is stronger (than the data suggests), which is a good thing, meaning that the economy will not suffer a more severe recession. However, our focus is only on bringing inflation down to below 2%. Q10. Is a recession more likely? Is the resulting job loss in the labor market worthwhile?</p><p><b>I don't know the likelihood of a recession.</b>。 It is very likely that economic growth will be below trend for some time, and we are seeing it now. The Federal Reserve's expected economic growth of 0.2% this year is very low, while its expected growth of 1.2% next year is also significantly below trend. But this is what we need. People are suffering because of inflation. If we want a stronger labor market, we must first bring down inflation. I also wish there was an easier way, but there isn't. Therefore, what the Federal Reserve needs to do is raise interest rates to a tightening level.<b>We have not yet completely ruled out the possibility of exchanging lower unemployment for lower inflation.</b>Follow up: Given the data retrospective and the time lag in monetary policy, how does the Federal Reserve know whether tightening is excessive?</p><p>It's difficult to answer. Q11. How can we explain to the public why the labor market must suffer the pain?</p><p>(Repeating the same thing) See previous FOMC press conferences. Q12. How long will the American people have to endure economic hardship?</p><p>It depends on when inflation falls. Reiterate why we need to fight inflation. Follow up: What are the economic hardships, such as job losses and rising credit card interest rates?</p><p>Including all of these, higher interest rates, slower economic growth, and a lax labor market will all bring economic suffering, but none of them will be as suffering as persistent inflation. Q13. Existing home sales have declined for the seventh consecutive month, and mortgage rates have reached their highest level since 2008. However, loan demand increased this month, while real estate prices remained stubbornly low. In your June press conference, you mentioned resetting the housing market. Could you please describe in detail what \"reset\" means and the related measures taken by the Federal Reserve?</p><p>The restart does not refer to a definitive set of data, but simply to the fact that the U.S. housing market experienced a very hot period. At that time, the purchase price of new homebuyers was often 10% higher than the initial bid, resulting in a serious imbalance between supply and demand and a rapid rise in prices. The current slowdown in house price increases will help house prices reach a level more in line with other real estate fundamentals such as rents. In the long run, we hope for a balance between supply and demand—home prices can rise at a reasonable rate, and people can afford to buy homes again. Therefore, I believe we need a \"correction\" to reach this state. In the long run, the real estate market also has some problems. For example, it is now difficult to find land close to the city, and it is also more difficult for real estate developers to buy land, building materials, and workers. However, from a business cycle perspective, this difficulty will help the real estate market reach a better state. Follow up: Will housing cost price inflation decline?</p><p><b>I believe housing cost price inflation will remain high.</b>。 We hope it will fall, but we are not sure when it will happen. We can only prepare for two scenarios: assuming housing costs remain high. Q14.4.6% What is the degree of tightening?</p><p>If we reach this level, which is likely, we will subtract some inflation forecast from it to calculate the degree of tightening, and this level should be positive and probably around 1%. I don't know exactly what it will be, but it must be significantly higher than zero. I would also like to say that the Federal Reserve's actual rate hike path and forecasts may differ, but they will certainly 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",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"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":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1375,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940862547","repostId":"2316972069","repostType":4,"isVote":1,"tweetType":1,"viewCount":1373,"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":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/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 Thursday, February 16th, the Dow Jones Index opened down 292.19 points, or 0.86%, at 33,835.86 points; The S&P 500 opened down 48.30 points, or 1.16%, at 4,099.30; The Nasdaq Composite Index opened down 171.79 points, or 1.42 percent, at 11,898.80.</p><p><img src=\"https://static.tigerbbs.com/464005e6a0d44f0f1c0e4ad505903123\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Some popular Chinese stocks opened higher,<b>Autohome rose 3%, and Q4 net profit rose 121.8% year-on-year to 594 million yuan.</b>JD.COM rose by more than 3%, Netease and Bilibili rose by more than 2%, New Oriental and Pinduoduo rose by 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 by 9%, Q4 revenue of $867 million exceeded expectations, and active accounts rose 16% year-over-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%. Electric car maker Tesla has sold out its Model Y in the U.S. this quarter, with deliveries scheduled for April, according to people familiar with the matter.</p><p>Cisco rose nearly 4%, and its revenue in the second fiscal quarter increased by 7% year-on-year to $13.6 billion. It is expected that its revenue in 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 $620 million in Q4, an expansion 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 Thursday, February 16th, the Dow Jones Index opened down 292.19 points, or 0.86%, at 33,835.86 points; The S&P 500 opened down 48.30 points, or 1.16%, at 4,099.30; The Nasdaq Composite Index opened down 171.79 points, or 1.42 percent, at 11,898.80.</p><p><img src=\"https://static.tigerbbs.com/464005e6a0d44f0f1c0e4ad505903123\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Some popular Chinese stocks opened higher,<b>Autohome rose 3%, and Q4 net profit rose 121.8% year-on-year to 594 million yuan.</b>JD.COM rose by more than 3%, Netease and Bilibili rose by more than 2%, New Oriental and Pinduoduo rose by 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 by 9%, Q4 revenue of $867 million exceeded expectations, and active accounts rose 16% year-over-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%. Electric car maker Tesla has sold out its Model Y in the U.S. this quarter, with deliveries scheduled for April, according to people familiar with the matter.</p><p>Cisco rose nearly 4%, and its revenue in the second fiscal quarter increased by 7% year-on-year to $13.6 billion. It is expected that its revenue in 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 $620 million in Q4, an expansion 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",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"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":1058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}