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BenWong78
2022-04-22
👏
Intel Earnings: PC Weakness May Weigh on Q1 Results
BenWong78
2021-07-16
?
Foreign media headlines: The Fed ignores hot inflation! The market contains unexpected risks
BenWong78
2022-08-07
😝
Last night and this morning | Violent rate hike is expected to rekindle! Another "epic" demon stock ""
BenWong78
2022-08-16
😀
Sorry, the original content has been removed
BenWong78
2021-07-16
?
Intel in talks to buy GlobalFoundries for roughly $30 billion
BenWong78
2021-07-15
?
Global New Materials International's first-hand winning rate is 25%, and 30 subscriptions are secure in one lot
BenWong78
2022-10-22
😀
Tesla rose more than 2%, "Wood Sister" flagship fund bought Tesla stock again on Thursday
BenWong78
2022-10-10
😉
Is the quality control of "new forces" in the United States too poor? Rivian recalls nearly every vehicle it sold
BenWong78
2022-02-24
🤣
How big is the impact of Biden's sanctions on Russian sovereign bonds?
BenWong78
2022-02-09
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22:40","market":"us","language":"zh","title":"U.S. WSB concept stocks fell, AMC cinemas fell nearly 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1182847092","media":"老虎资讯综合","summary":"周三盘中,美股WSB概念股走低,AMC院线跌近10%,3B家居跌超8%,游戏驿站跌超6%,Roblox跌近4%。","content":"<p><html><head></head><body>In intraday trading on Wednesday, U.S. stocks WSB concept stocks fell, AMC Cinemas fell nearly 10%, 3B Home Furnishing fell more than 8%, GameStop fell more than 6%, and Roblox fell nearly 4%.</p><p><img src=\"https://static.tigerbbs.com/270fb6c62a1072fbd9a99ffb2c1aff2a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. WSB concept stocks fell, AMC cinemas fell nearly 10%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. WSB concept stocks fell, AMC cinemas fell nearly 10%\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\">2023-03-15 22:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In intraday trading on Wednesday, U.S. stocks WSB concept stocks fell, AMC Cinemas fell nearly 10%, 3B Home Furnishing fell more than 8%, GameStop fell more than 6%, and Roblox fell nearly 4%.</p><p><img src=\"https://static.tigerbbs.com/270fb6c62a1072fbd9a99ffb2c1aff2a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/537ad0b0f865a392242e7815952d23bd","relate_stocks":{"BBBY":"Bed Bath & Beyond, Inc.","RBLX":"Roblox Corporation","AMC":"AMC院线","GME":"游戏驿站"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182847092","content_text":"周三盘中,美股WSB概念股走低,AMC院线跌近10%,3B家居跌超8%,游戏驿站跌超6%,Roblox跌近4%。","news_type":1,"symbols_score_info":{"GME":0.9,"BBBY":0.9,"RBLX":0.9,"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":2962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949759146,"gmtCreate":1678920802485,"gmtModify":1678920805928,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949759146","repostId":"1188736930","repostType":2,"repost":{"id":"1188736930","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":1678892337,"share":"https://ttm.financial/m/news/1188736930?lang=en_US&edition=fundamental","pubTime":"2023-03-15 22:58","market":"fut","language":"zh","title":"International oil price drop widens to 5%, refreshing its lowest since December 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1188736930","media":"老虎资讯综合","summary":"3月15日周三,WTI原油期货盘中跌超5%,刷新2021年12月中旬以来盘中低点至67.62美元/桶。布伦特原油期货盘中也跌约5%,也刷新2021年12月中旬以来低点至73.65美元。NYMEX天然气","content":"<p><html><head></head><body>On Wednesday, March 15, WTI crude oil futures fell more than 5% intraday, refreshing its intraday low since mid-December 2021 to $67.62/barrel.</p><p>Brent crude oil futures also fell about 5% during the session, also refreshing their low since mid-December 2021 to $73.65.</p><p>NYMEX natural gas futures fell 6.0%, tentatively trading at $2.418/MMBtu.</p><p>The crude oil futures of the Shanghai Stock Exchange maintained a decline of more than 5.5%, and once fell below 500 yuan during the night session.</p><p><img src=\"https://static.tigerbbs.com/2689873c9b749735406da287a95c3edd\" tg-width=\"1383\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></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>International oil price drop widens to 5%, refreshing its lowest since December 2021</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\">\nInternational oil price drop widens to 5%, refreshing its lowest since December 2021\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\">2023-03-15 22:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Wednesday, March 15, WTI crude oil futures fell more than 5% intraday, refreshing its intraday low since mid-December 2021 to $67.62/barrel.</p><p>Brent crude oil futures also fell about 5% during the session, also refreshing their low since mid-December 2021 to $73.65.</p><p>NYMEX natural gas futures fell 6.0%, tentatively trading at $2.418/MMBtu.</p><p>The crude oil futures of the Shanghai Stock Exchange maintained a decline of more than 5.5%, and once fell below 500 yuan during the night session.</p><p><img src=\"https://static.tigerbbs.com/2689873c9b749735406da287a95c3edd\" tg-width=\"1383\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cdc7ca9eb3fdcde7868d42c981e73b12","relate_stocks":{"USO":"美国原油ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188736930","content_text":"3月15日周三,WTI原油期货盘中跌超5%,刷新2021年12月中旬以来盘中低点至67.62美元/桶。布伦特原油期货盘中也跌约5%,也刷新2021年12月中旬以来低点至73.65美元。NYMEX天然气期货下跌6.0%,暂报2.418美元/百万英热单位。上期所原油期货维持超过5.5%的跌幅,夜盘时段一度跌穿500元人民币。","news_type":1,"symbols_score_info":{"USO":0.9}},"isVote":1,"tweetType":1,"viewCount":3284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949759322,"gmtCreate":1678920793666,"gmtModify":1678920798643,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😅","listText":"😅","text":"😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949759322","repostId":"1188736930","repostType":2,"repost":{"id":"1188736930","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":1678892337,"share":"https://ttm.financial/m/news/1188736930?lang=en_US&edition=fundamental","pubTime":"2023-03-15 22:58","market":"fut","language":"zh","title":"International oil price drop widens to 5%, refreshing its lowest since December 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1188736930","media":"老虎资讯综合","summary":"3月15日周三,WTI原油期货盘中跌超5%,刷新2021年12月中旬以来盘中低点至67.62美元/桶。布伦特原油期货盘中也跌约5%,也刷新2021年12月中旬以来低点至73.65美元。NYMEX天然气","content":"<p><html><head></head><body>On Wednesday, March 15, WTI crude oil futures fell more than 5% intraday, refreshing its intraday low since mid-December 2021 to $67.62/barrel.</p><p>Brent crude oil futures also fell about 5% during the session, also refreshing their low since mid-December 2021 to $73.65.</p><p>NYMEX natural gas futures fell 6.0%, tentatively trading at $2.418/MMBtu.</p><p>The crude oil futures of the Shanghai Stock Exchange maintained a decline of more than 5.5%, and once fell below 500 yuan during the night session.</p><p><img src=\"https://static.tigerbbs.com/2689873c9b749735406da287a95c3edd\" tg-width=\"1383\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></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>International oil price drop widens to 5%, refreshing its lowest since December 2021</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{ 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}\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\">\nInternational oil price drop widens to 5%, refreshing its lowest since December 2021\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\">2023-03-15 22:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Wednesday, March 15, WTI crude oil futures fell more than 5% intraday, refreshing its intraday low since mid-December 2021 to $67.62/barrel.</p><p>Brent crude oil futures also fell about 5% during the session, also refreshing their low since mid-December 2021 to $73.65.</p><p>NYMEX natural gas futures fell 6.0%, tentatively trading at $2.418/MMBtu.</p><p>The crude oil futures of the Shanghai Stock Exchange maintained a decline of more than 5.5%, and once fell below 500 yuan during the night session.</p><p><img src=\"https://static.tigerbbs.com/2689873c9b749735406da287a95c3edd\" tg-width=\"1383\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cdc7ca9eb3fdcde7868d42c981e73b12","relate_stocks":{"USO":"美国原油ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188736930","content_text":"3月15日周三,WTI原油期货盘中跌超5%,刷新2021年12月中旬以来盘中低点至67.62美元/桶。布伦特原油期货盘中也跌约5%,也刷新2021年12月中旬以来低点至73.65美元。NYMEX天然气期货下跌6.0%,暂报2.418美元/百万英热单位。上期所原油期货维持超过5.5%的跌幅,夜盘时段一度跌穿500元人民币。","news_type":1,"symbols_score_info":{"USO":0.9}},"isVote":1,"tweetType":1,"viewCount":2973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949759076,"gmtCreate":1678920785295,"gmtModify":1678920789026,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😂","listText":"😂","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949759076","repostId":"1188736930","repostType":2,"repost":{"id":"1188736930","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":1678892337,"share":"https://ttm.financial/m/news/1188736930?lang=en_US&edition=fundamental","pubTime":"2023-03-15 22:58","market":"fut","language":"zh","title":"International oil price drop widens to 5%, refreshing its lowest since December 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1188736930","media":"老虎资讯综合","summary":"3月15日周三,WTI原油期货盘中跌超5%,刷新2021年12月中旬以来盘中低点至67.62美元/桶。布伦特原油期货盘中也跌约5%,也刷新2021年12月中旬以来低点至73.65美元。NYMEX天然气","content":"<p><html><head></head><body>On Wednesday, March 15, WTI crude oil futures fell more than 5% intraday, refreshing its intraday low since mid-December 2021 to $67.62/barrel.</p><p>Brent crude oil futures also fell about 5% during the session, also refreshing their low since mid-December 2021 to $73.65.</p><p>NYMEX natural gas futures fell 6.0%, tentatively trading at $2.418/MMBtu.</p><p>The crude oil futures of the Shanghai Stock Exchange maintained a decline of more than 5.5%, and once fell below 500 yuan during the night session.</p><p><img src=\"https://static.tigerbbs.com/2689873c9b749735406da287a95c3edd\" tg-width=\"1383\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></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>International oil price drop widens to 5%, refreshing its lowest since December 2021</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{ 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}\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\">\nInternational oil price drop widens to 5%, refreshing its lowest since December 2021\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\">2023-03-15 22:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Wednesday, March 15, WTI crude oil futures fell more than 5% intraday, refreshing its intraday low since mid-December 2021 to $67.62/barrel.</p><p>Brent crude oil futures also fell about 5% during the session, also refreshing their low since mid-December 2021 to $73.65.</p><p>NYMEX natural gas futures fell 6.0%, tentatively trading at $2.418/MMBtu.</p><p>The crude oil futures of the Shanghai Stock Exchange maintained a decline of more than 5.5%, and once fell below 500 yuan during the night session.</p><p><img src=\"https://static.tigerbbs.com/2689873c9b749735406da287a95c3edd\" tg-width=\"1383\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cdc7ca9eb3fdcde7868d42c981e73b12","relate_stocks":{"USO":"美国原油ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188736930","content_text":"3月15日周三,WTI原油期货盘中跌超5%,刷新2021年12月中旬以来盘中低点至67.62美元/桶。布伦特原油期货盘中也跌约5%,也刷新2021年12月中旬以来低点至73.65美元。NYMEX天然气期货下跌6.0%,暂报2.418美元/百万英热单位。上期所原油期货维持超过5.5%的跌幅,夜盘时段一度跌穿500元人民币。","news_type":1,"symbols_score_info":{"USO":0.9}},"isVote":1,"tweetType":1,"viewCount":3576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949406629,"gmtCreate":1678798867461,"gmtModify":1678798871269,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😘","listText":"😘","text":"😘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949406629","repostId":"1113377166","repostType":2,"isVote":1,"tweetType":1,"viewCount":2749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949964813,"gmtCreate":1678317074233,"gmtModify":1678317078295,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949964813","repostId":"2318384722","repostType":4,"repost":{"id":"2318384722","kind":"news","pubTimestamp":1678317040,"share":"https://ttm.financial/m/news/2318384722?lang=en_US&edition=fundamental","pubTime":"2023-03-09 07:10","market":"us","language":"zh","title":"Federal Reserve Beige Book: U.S. economic activity increased slightly at the beginning of this year, and the economy won't improve much in the coming months","url":"https://stock-news.laohu8.com/highlight/detail?id=2318384722","media":"华尔街见闻","summary":" 3月8日周三,美联储公布今年第二次褐皮书,发布截至2月27日美联储对全美12个地区的经济调查结果。 褐皮书称,2023年初美国整体经济活动略有增加。 展望未来,在不确定性加剧的情况下,受访者预计未来几个月经济状况不会有太大改善。 褐皮书称,全美供应链中断的问题继续缓解。美联储预计今年年内工资增长将进一步放缓。","content":"<p><html><head></head><body>Beige Book said that the plight of the U.S. supply chain has eased, consumption has remained stable, and high inflation and high interest rates have restricted consumption. The labor market in the United States remains stable, and the pressure of rising prices still exists, but respondents expect the rate of rising prices to slow down further this year. On Wednesday, March 8th, the Federal Reserve released its second Beige Book this year, releasing the results of the Federal Reserve's economic survey of 12 regions in the United States as of February 27th.</p><p>Beige Book said that overall U.S. economic activity increased slightly in early 2023.</p><p>Of the 12 regions across the United States, six have seen little or no change in economic activity since the last report (published Jan. 18), while six others indicate that activity is expanding at a modest pace.</p><p>Looking ahead, respondents don't expect economic conditions to improve much in the coming months amid increased uncertainty.</p><p>Supply chain woes ease, high inflation, high interest rates still limit consumption</p><p>Beige Book said that the problem of supply chain disruptions across the United States continues to ease.</p><p>On the consumption front, consumer spending generally remained steady, but some regions reported moderate to strong growth in retail sales during a typically flat period. Across the United States, vehicle sales were little changed, but inventory levels continued to improve. Data from several regions showed that high inflation and high interest rates continue to reduce consumers' disposable income and purchasing power, and raised concerns about rising credit card debt. Travel and tourism activity remains fairly strong in most regions.</p><p>Manufacturing activity plateaued after a period of contraction.</p><p>Although the real estate market remains sluggish and the industry is constrained by extremely low inventory, in some areas of the eastern coast, real estate market activity has seen an unexpected increase beyond the seasonal normal level. Commercial real estate activity was stable and the industrial real estate market increased, but the office market continued to be weak.</p><p>Demand for non-financial services has generally remained stable across the United States, but has picked up in some regions.</p><p>Loan demand fell across the United States, credit standards tightened, and delinquencies rose slightly.</p><p>Energy activity was flat or slightly decreased, and agriculture was mixed.</p><p>Labor Market Remains Solid, Wage Growth Will Slow Further</p><p>In terms of the labor market, Beige Book believes that the U.S. labor market is still stable.</p><p>Beige Book said that despite some companies freezing hiring and sporadic reports of layoffs, employment continues to grow at a moderate rate in most regions.</p><p>Labor supply has improved slightly, but finding workers with the required skills or experience remains challenging. Data from some regions show that the lack of available childcare services continues to hinder the workforce from entering the market.</p><p>While the labor market in general remains tight, some regions note that companies are becoming less flexible with employees and are beginning to reduce remote work options.</p><p>Wages have generally increased at a moderate pace, with data from some regions showing some easing of wage pressures. The Federal Reserve expects wage growth to slow further this year.</p><p>Inflationary pressures remain widespread and price increases are expected to continue to moderate</p><p>Although price increases have moderated in many regions, inflationary pressures remain widespread.</p><p>Some regions reported further increases in input costs, especially for energy and raw materials, although freight and transportation costs eased.</p><p>Data from some regions show companies are finding it harder to pass on cost increases to consumers.</p><p>Sales prices rose moderately in most regions and decelerated in some areas.</p><p>House prices were generally flat or slightly down, while rents were reported to be stable or rising. Still, housing prices and rents remain high, adding to ongoing concerns about housing affordability.</p><p>Looking ahead, respondents expect price increases to continue to slow this year.</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>Federal Reserve Beige Book: U.S. economic activity increased slightly at the beginning of this year, and the economy won't improve much in the coming months</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\">\nFederal Reserve Beige Book: U.S. economic activity increased slightly at the beginning of this year, and the economy won't improve much in the coming months\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\">2023-03-09 07:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Beige Book said that the plight of the U.S. supply chain has eased, consumption has remained stable, and high inflation and high interest rates have restricted consumption. The labor market in the United States remains stable, and the pressure of rising prices still exists, but respondents expect the rate of rising prices to slow down further this year. On Wednesday, March 8th, the Federal Reserve released its second Beige Book this year, releasing the results of the Federal Reserve's economic survey of 12 regions in the United States as of February 27th.</p><p>Beige Book said that overall U.S. economic activity increased slightly in early 2023.</p><p>Of the 12 regions across the United States, six have seen little or no change in economic activity since the last report (published Jan. 18), while six others indicate that activity is expanding at a modest pace.</p><p>Looking ahead, respondents don't expect economic conditions to improve much in the coming months amid increased uncertainty.</p><p>Supply chain woes ease, high inflation, high interest rates still limit consumption</p><p>Beige Book said that the problem of supply chain disruptions across the United States continues to ease.</p><p>On the consumption front, consumer spending generally remained steady, but some regions reported moderate to strong growth in retail sales during a typically flat period. Across the United States, vehicle sales were little changed, but inventory levels continued to improve. Data from several regions showed that high inflation and high interest rates continue to reduce consumers' disposable income and purchasing power, and raised concerns about rising credit card debt. Travel and tourism activity remains fairly strong in most regions.</p><p>Manufacturing activity plateaued after a period of contraction.</p><p>Although the real estate market remains sluggish and the industry is constrained by extremely low inventory, in some areas of the eastern coast, real estate market activity has seen an unexpected increase beyond the seasonal normal level. Commercial real estate activity was stable and the industrial real estate market increased, but the office market continued to be weak.</p><p>Demand for non-financial services has generally remained stable across the United States, but has picked up in some regions.</p><p>Loan demand fell across the United States, credit standards tightened, and delinquencies rose slightly.</p><p>Energy activity was flat or slightly decreased, and agriculture was mixed.</p><p>Labor Market Remains Solid, Wage Growth Will Slow Further</p><p>In terms of the labor market, Beige Book believes that the U.S. labor market is still stable.</p><p>Beige Book said that despite some companies freezing hiring and sporadic reports of layoffs, employment continues to grow at a moderate rate in most regions.</p><p>Labor supply has improved slightly, but finding workers with the required skills or experience remains challenging. Data from some regions show that the lack of available childcare services continues to hinder the workforce from entering the market.</p><p>While the labor market in general remains tight, some regions note that companies are becoming less flexible with employees and are beginning to reduce remote work options.</p><p>Wages have generally increased at a moderate pace, with data from some regions showing some easing of wage pressures. The Federal Reserve expects wage growth to slow further this year.</p><p>Inflationary pressures remain widespread and price increases are expected to continue to moderate</p><p>Although price increases have moderated in many regions, inflationary pressures remain widespread.</p><p>Some regions reported further increases in input costs, especially for energy and raw materials, although freight and transportation costs eased.</p><p>Data from some regions show companies are finding it harder to pass on cost increases to consumers.</p><p>Sales prices rose moderately in most regions and decelerated in some areas.</p><p>House prices were generally flat or slightly down, while rents were reported to be stable or rising. Still, housing prices and rents remain high, adding to ongoing concerns about housing affordability.</p><p>Looking ahead, respondents expect price increases to continue to slow this year.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3683631\">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/41f81b99b97a59da55dd70fd1af475cb","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3683631","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318384722","content_text":"褐皮书称,美国供应链困境有所缓解,消费维持稳定,高通胀和高利率对消费有所限制。全美劳动力市场依然稳健,物价上涨压力仍然存在,但受访者预计今年物价上涨速度将进一步减缓。3月8日周三,美联储公布今年第二次褐皮书,发布截至2月27日美联储对全美12个地区的经济调查结果。褐皮书称,2023年初美国整体经济活动略有增加。在全美12个地区中,自上次报告(1月18日公布)以来,六个地区的经济活动几乎没有或没有变化,而另外六个地区则表明经济活动以适度的速度扩张。展望未来,在不确定性加剧的情况下,受访者预计未来几个月经济状况不会有太大改善。供应链困境缓解,高通胀、高利率依然限制消费褐皮书称,全美供应链中断的问题继续缓解。消费方面,消费者支出总体保持稳定,但一些地区报告零售额在通常平缓的时期内出现温和至强劲增长。从全美来看,汽车销售几乎没有变化,但库存水平继续改善。几个地区的数据显示,高通胀和高利率继续降低消费者的可支配收入和购买力,并对信用卡债务上升表示担忧。大多数地区的旅行和旅游活动仍然相当强劲。制造业活动在经历了一段时间的收缩后趋于稳定。虽然房地产市场仍然低迷,业受到极低库存的限制,但在东部沿海的一些地区,房地产市场活动出现了超出季节性正常水平的意外上升。商业房地产活动稳定,工业地产市场有所增长,但写字楼市场持续疲软。全美对非金融服务的需求总体上保持稳定,但在一些地区有所回升。全美贷款需求下降,信贷标准收紧,拖欠率小幅上升。能源活动持平或略有下降,农业状况喜忧参半。劳动力市场依然稳健,工资增长将进一步放缓劳动力市场方面,褐皮书认为,美国劳动力市场状况依然稳健。褐皮书称,尽管一些公司冻结了招聘并且有零星的裁员报告,但大多数地区的就业继续以适度的速度增长。劳动力供应略有改善,但寻找具有所需技能或经验的工人仍然具有挑战性。一些地区的数据显示,缺乏可用的托儿服务继续阻碍劳动力进入市场。虽然劳动力市场总体上仍然紧张,但一些地区指出,公司对员工的灵活性越来越低,并开始减少远程工作的选择。工资总体上以温和的速度增长,一些地区的数据显示,工资压力有所缓解。美联储预计今年年内工资增长将进一步放缓。通胀压力仍普遍存在,预计物价涨幅将继续放缓尽管许多地区的价格涨幅有所放缓,但通胀压力仍然普遍存在。一些地区报告称,投入成本进一步上升,尤其是能源和原材料,尽管运费和运输成本有所缓解。一些地区的数据显示,公司发现将成本增加转嫁给消费者变得更加困难。大多数地区的销售价格温和上涨,一些地区出现减速。房价总体持平或略有下降,而据报道租金稳定或上涨。尽管如此,房价和租金仍然居高不下,加剧了人们对住房负担能力的持续担忧。展望未来,受访者预计今年物价上涨将继续放缓。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949964196,"gmtCreate":1678317064215,"gmtModify":1678317092172,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"🤨","listText":"🤨","text":"🤨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949964196","repostId":"1109405735","repostType":4,"repost":{"id":"1109405735","kind":"news","pubTimestamp":1678316946,"share":"https://ttm.financial/m/news/1109405735?lang=en_US&edition=fundamental","pubTime":"2023-03-09 07:09","market":"hk","language":"zh","title":"Powell: The Fed has yet to decide how much to raise interest rates in March, and future data will have a strong impact","url":"https://stock-news.laohu8.com/highlight/detail?id=1109405735","media":"华尔街见闻","summary":"摘要:国会听证会次日,唯一不同于首日演讲稿之处是,鲍威尔强调,联储还未对3月会议做任何决定。鲍威尔称,评估利率政策时,更多的数据将至关重要,职位空缺、CPI、PPI和就业报告都是美联储观察数据;今年的","content":"<p><html><head></head><body>Abstract: On the next day of the congressional hearing, the only difference from the speech on the first day is that Powell emphasized that the Fed has not made any decision on the March meeting. Powell said that when evaluating interest rate policy, more data will be crucial. Job vacancies, CPI, PPI and employment reports are all Fed watch data; This year's data shows that the Fed's terminal rate will be higher than previously expected; Reiterating that inflation is still high, saying that it is likely that it is partly due to the tight labor market; Reiterated that Congress should raise the debt ceiling, saying that the Federal Reserve will not act to avoid default on its debt; Cryptocurrencies should have a clear regulatory framework, and Congressional approval is required before central bank digital currencies can be issued; The Fed's climate policy jurisdiction is limited to banking supervision. On Wednesday, March 8th, Eastern Time, Federal Reserve Chairman Powell testified at the hearing of the House Financial Services Committee.</p><p>After strengthening the market's expectation of \"higher interest rates for longer\" the previous day, Powell emphasized on Wednesday that the Fed is open to the choice of future rate hike, and has not yet decided what kind of rate hike to announce at the Fed meeting later this month. The upcoming economic data will strongly affect the interest rate decision of this meeting.</p><p>At the beginning of the hearing, Powell read out the speech that had been released at the hearing of the Senate Banking Committee on Tuesday, in which he warned that the strong employment and hot inflation data at the beginning of this year may prompt the Fed to stop slowing down, but to speed up the pace of rate hike, so that the interest rate will finally be higher than the level previously expected by the Fed, saying that we should be alert to the historical lessons of premature policy relaxation and stick to it to the end.</p><p><b>Different from Tuesday</b>, after reading<b>In lecture notes</b>When it comes to speeding up rate hike if necessary, he specifically referred to the next Federal Reserve monetary policy meeting on March 20-21,<b>Added the sentence, \"Let me stress that we have not made any decisions about the March meeting\"</b>,<b>And then retell it</b>The following passage from Tuesday's speech:</p><p>\"If the overall data suggests a need for faster (monetary) tightening, we will be prepared to accelerate the pace of rate hike. Restoring price stability may require us to maintain a restrictive monetary policy stance for some time. \"More data reporting will be critical when evaluating interest rate policy,\" Powell said. \"We have some potentially important data coming out,\" he said, mentioning job openings, CPI, PPI, and jobs reporting data are all targets for the Fed's watch.</p><p>Powell said that the Fed has not set an established course in interest rate policy, and reiterated that the Fed's policy actions will depend on economic data and guidance on the economic outlook.</p><p>During Tuesday's Senate hearing, Powell mentioned that the effects of monetary tightening may not have been fully reflected. On Wednesday, Powell also said that the Federal Reserve is very aware of the lag in monetary policy. Previously, the Fed slowed down the pace of rate hike to assess the extent of the impact of policy lag. He reiterated that economic data since the beginning of this year show that the Fed's terminal interest rate will be higher than expected.</p><p>Reiterates that inflation remains high, says it is likely partly due to tight labor markets</p><p>At the Senate hearing on Tuesday, Powell said that inflation has eased to some extent since June last year, but it is still far above the Fed's long-term target of 2%, and the Fed is not considering changing this target.</p><p>When he mentioned inflation on Wednesday, Powell reiterated that inflation is still high, arguing that high inflation stems in part from the extremely tight job market.</p><p>\"Inflation is falling, but it is very high. Part of the high inflation we are experiencing is likely related to a very tight labor market.\" Powell believes that if inflation is not tamed, the consequences will be extremely costly, and expects that global supply chain tensions will hopefully ease. He said the Fed wants U.S. labor wages to rise in tandem with productivity growth. The Fed is not deliberately suppressing wage growth.</p><p>Before Powell's hearing, the ADP employment report, known as \"small non-farm\", was released earlier on Wednesday, showing that the number of new jobs in private enterprises in the United States rebounded more than expected in February, more than double the number of new jobs after the upward revision in January. The number of JOLTS vacancies in January, announced at the start of the hearings, fell back from December but was higher than Wall Street's expectations for the fifth time in a row. The data shows that the labor market remains resilient, making Powell's warning of a faster rate hike on Tuesday more likely to come true.</p><p>The media pointed out that the February non-farm payrolls report released on Friday will be the most important indicator to measure the U.S. labor market in the near future. However, the data released on Wednesday also attracted much attention.</p><p>Reiterates Congress Should Raise the Debt Ceiling Says Fed Won't Avoid Debt Default</p><p>In a Senate hearing on Tuesday, Powell said Congress must raise the US federal government's statutory borrowing limit to prevent \"very adverse\" harm to the global economy. On Wednesday Powell reiterated that Congress should raise the debt ceiling.</p><p>Powell believes that the Fed cannot exercise fiscal power instead of Congress. He said the Fed has not, and has not sought, to play any role in fiscal policy. No one can take for granted that the Federal Reserve will step in to protect the U.S. economy in the event of a U.S. debt default.</p><p>Cryptocurrencies Should Have a Clear Regulatory Framework Congressional Approval Before Central Bank Digital Currencies Can Be Issued</p><p>For cryptocurrency, at the hearing on Tuesday, Powell expressed support for the regulation of the market, and it should be the same regulation as traditional financial assets such as funds.</p><p>On Wednesday, Powell said that there should be a clear regulatory framework in the field of cryptocurrency regulation, and believed that state governments in the United States should also play an active role in cryptocurrency regulation.</p><p>Asked about the digital dollar, the central bank digital currency (CBDC) that the Fed is considering issuing, Powell said the Fed needs congressional approval to issue CBDCs that can be used in the retail space.</p><p>Powell also said that the status of the US dollar as a global reserve currency is not threatened.</p><p>Banking Capital Standards Related Proposals Undecided Climate Policy Jurisdiction Limited to Banking Regulation</p><p>For the banking sector, Powell said on Tuesday that the Fed is committed to adjusting capital adequacy rules. He said Wednesday that the Fed's assessment of bank capital standards was still in progress and had not yet put forward its own plan on bank capital.</p><p>When it comes to climate policy for banks, Powell acknowledged that the Fed does have regulatory responsibilities in this regard, but noted that the Fed's jurisdiction is quite narrow and limited to bank supervision.</p><p>Powell said the Fed won't be a climate policymaker, at least during his tenure. The government needs to draw clear boundaries for the Fed's involvement in climate policy.</p><p>Market reaction: U.S. stocks fluctuated and fell, once rebounded, U.S. bond yields rebounded, the US Dollar Index refreshed the daily low and then turned up</p><p>After Powell began to speak, the S&P and Nasdaq turned down, and then quickly turned up. The Dow hit a new daily low, falling nearly 127 points or nearly 0.4%, and then narrowed some of the decline. At noon, during the hearing, both S&P and Nasdaq fell, and the decline and the Dow continued to expand, with the Dow falling nearly 200 points.</p><p>Before Powell's hearing, the benchmark 10-year U.S. bond yield was measured at a daily low of 3.90%, and it continued to rise after the hearing. After the hearing, it approached 4.0%, which has not yet reached the intraday high above 4.0% in the Asian market. During the hearing, the yield of 2-year U.S. bonds, which are more sensitive to interest rates, rose by 5.0%, approaching the 2007 high set by the Asian market above 5.0%.</p><p><img src=\"https://static.tigerbbs.com/e97cc8ed942f55ecc0c59f6904ec45b0\" tg-width=\"640\" tg-height=\"423\" referrerpolicy=\"no-referrer\"/></p><p>During the hearing, the US Dollar Index fell below 105.40, setting a new daily low, and then turned up. During this period, it stood firm above 105.60, approaching the high since early December last year, which was approached by 105.90 in Asia on Wednesday.</p><p>On Tuesday, Powell's remarks, regarded by analysts as double hawk, gave the market a blow in the head, prompting investors to reprice the prospect of the Fed's rate hike, bursting the bubble of the Fed's pivot, and returning to the monetary policy reality of higher interest rates for longer.</p><p>After the Powell hearing on Tuesday, the yield on the 2-year U.S. Treasury, which is sensitive to the interest rate outlook, rose above 5.0% intraday for the first time since July 2007. The rate futures market expects a more than 70% chance of the Fed raising interest rates by 50 basis points in March, up from about 31% a day earlier.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is also expected to rate hike 25 basis points in July, raising the peak interest rate to 5.5% to 5.75%. Other investors are betting that interest rates will peak at 6% or higher.</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>Powell: The Fed has yet to decide how much to raise interest rates in March, and future data will have a strong impact</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\">\nPowell: The Fed has yet to decide how much to raise interest rates in March, and future data will have a strong impact\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\">2023-03-09 07:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: On the next day of the congressional hearing, the only difference from the speech on the first day is that Powell emphasized that the Fed has not made any decision on the March meeting. Powell said that when evaluating interest rate policy, more data will be crucial. Job vacancies, CPI, PPI and employment reports are all Fed watch data; This year's data shows that the Fed's terminal rate will be higher than previously expected; Reiterating that inflation is still high, saying that it is likely that it is partly due to the tight labor market; Reiterated that Congress should raise the debt ceiling, saying that the Federal Reserve will not act to avoid default on its debt; Cryptocurrencies should have a clear regulatory framework, and Congressional approval is required before central bank digital currencies can be issued; The Fed's climate policy jurisdiction is limited to banking supervision. On Wednesday, March 8th, Eastern Time, Federal Reserve Chairman Powell testified at the hearing of the House Financial Services Committee.</p><p>After strengthening the market's expectation of \"higher interest rates for longer\" the previous day, Powell emphasized on Wednesday that the Fed is open to the choice of future rate hike, and has not yet decided what kind of rate hike to announce at the Fed meeting later this month. The upcoming economic data will strongly affect the interest rate decision of this meeting.</p><p>At the beginning of the hearing, Powell read out the speech that had been released at the hearing of the Senate Banking Committee on Tuesday, in which he warned that the strong employment and hot inflation data at the beginning of this year may prompt the Fed to stop slowing down, but to speed up the pace of rate hike, so that the interest rate will finally be higher than the level previously expected by the Fed, saying that we should be alert to the historical lessons of premature policy relaxation and stick to it to the end.</p><p><b>Different from Tuesday</b>, after reading<b>In lecture notes</b>When it comes to speeding up rate hike if necessary, he specifically referred to the next Federal Reserve monetary policy meeting on March 20-21,<b>Added the sentence, \"Let me stress that we have not made any decisions about the March meeting\"</b>,<b>And then retell it</b>The following passage from Tuesday's speech:</p><p>\"If the overall data suggests a need for faster (monetary) tightening, we will be prepared to accelerate the pace of rate hike. Restoring price stability may require us to maintain a restrictive monetary policy stance for some time. \"More data reporting will be critical when evaluating interest rate policy,\" Powell said. \"We have some potentially important data coming out,\" he said, mentioning job openings, CPI, PPI, and jobs reporting data are all targets for the Fed's watch.</p><p>Powell said that the Fed has not set an established course in interest rate policy, and reiterated that the Fed's policy actions will depend on economic data and guidance on the economic outlook.</p><p>During Tuesday's Senate hearing, Powell mentioned that the effects of monetary tightening may not have been fully reflected. On Wednesday, Powell also said that the Federal Reserve is very aware of the lag in monetary policy. Previously, the Fed slowed down the pace of rate hike to assess the extent of the impact of policy lag. He reiterated that economic data since the beginning of this year show that the Fed's terminal interest rate will be higher than expected.</p><p>Reiterates that inflation remains high, says it is likely partly due to tight labor markets</p><p>At the Senate hearing on Tuesday, Powell said that inflation has eased to some extent since June last year, but it is still far above the Fed's long-term target of 2%, and the Fed is not considering changing this target.</p><p>When he mentioned inflation on Wednesday, Powell reiterated that inflation is still high, arguing that high inflation stems in part from the extremely tight job market.</p><p>\"Inflation is falling, but it is very high. Part of the high inflation we are experiencing is likely related to a very tight labor market.\" Powell believes that if inflation is not tamed, the consequences will be extremely costly, and expects that global supply chain tensions will hopefully ease. He said the Fed wants U.S. labor wages to rise in tandem with productivity growth. The Fed is not deliberately suppressing wage growth.</p><p>Before Powell's hearing, the ADP employment report, known as \"small non-farm\", was released earlier on Wednesday, showing that the number of new jobs in private enterprises in the United States rebounded more than expected in February, more than double the number of new jobs after the upward revision in January. The number of JOLTS vacancies in January, announced at the start of the hearings, fell back from December but was higher than Wall Street's expectations for the fifth time in a row. The data shows that the labor market remains resilient, making Powell's warning of a faster rate hike on Tuesday more likely to come true.</p><p>The media pointed out that the February non-farm payrolls report released on Friday will be the most important indicator to measure the U.S. labor market in the near future. However, the data released on Wednesday also attracted much attention.</p><p>Reiterates Congress Should Raise the Debt Ceiling Says Fed Won't Avoid Debt Default</p><p>In a Senate hearing on Tuesday, Powell said Congress must raise the US federal government's statutory borrowing limit to prevent \"very adverse\" harm to the global economy. On Wednesday Powell reiterated that Congress should raise the debt ceiling.</p><p>Powell believes that the Fed cannot exercise fiscal power instead of Congress. He said the Fed has not, and has not sought, to play any role in fiscal policy. No one can take for granted that the Federal Reserve will step in to protect the U.S. economy in the event of a U.S. debt default.</p><p>Cryptocurrencies Should Have a Clear Regulatory Framework Congressional Approval Before Central Bank Digital Currencies Can Be Issued</p><p>For cryptocurrency, at the hearing on Tuesday, Powell expressed support for the regulation of the market, and it should be the same regulation as traditional financial assets such as funds.</p><p>On Wednesday, Powell said that there should be a clear regulatory framework in the field of cryptocurrency regulation, and believed that state governments in the United States should also play an active role in cryptocurrency regulation.</p><p>Asked about the digital dollar, the central bank digital currency (CBDC) that the Fed is considering issuing, Powell said the Fed needs congressional approval to issue CBDCs that can be used in the retail space.</p><p>Powell also said that the status of the US dollar as a global reserve currency is not threatened.</p><p>Banking Capital Standards Related Proposals Undecided Climate Policy Jurisdiction Limited to Banking Regulation</p><p>For the banking sector, Powell said on Tuesday that the Fed is committed to adjusting capital adequacy rules. He said Wednesday that the Fed's assessment of bank capital standards was still in progress and had not yet put forward its own plan on bank capital.</p><p>When it comes to climate policy for banks, Powell acknowledged that the Fed does have regulatory responsibilities in this regard, but noted that the Fed's jurisdiction is quite narrow and limited to bank supervision.</p><p>Powell said the Fed won't be a climate policymaker, at least during his tenure. The government needs to draw clear boundaries for the Fed's involvement in climate policy.</p><p>Market reaction: U.S. stocks fluctuated and fell, once rebounded, U.S. bond yields rebounded, the US Dollar Index refreshed the daily low and then turned up</p><p>After Powell began to speak, the S&P and Nasdaq turned down, and then quickly turned up. The Dow hit a new daily low, falling nearly 127 points or nearly 0.4%, and then narrowed some of the decline. At noon, during the hearing, both S&P and Nasdaq fell, and the decline and the Dow continued to expand, with the Dow falling nearly 200 points.</p><p>Before Powell's hearing, the benchmark 10-year U.S. bond yield was measured at a daily low of 3.90%, and it continued to rise after the hearing. After the hearing, it approached 4.0%, which has not yet reached the intraday high above 4.0% in the Asian market. During the hearing, the yield of 2-year U.S. bonds, which are more sensitive to interest rates, rose by 5.0%, approaching the 2007 high set by the Asian market above 5.0%.</p><p><img src=\"https://static.tigerbbs.com/e97cc8ed942f55ecc0c59f6904ec45b0\" tg-width=\"640\" tg-height=\"423\" referrerpolicy=\"no-referrer\"/></p><p>During the hearing, the US Dollar Index fell below 105.40, setting a new daily low, and then turned up. During this period, it stood firm above 105.60, approaching the high since early December last year, which was approached by 105.90 in Asia on Wednesday.</p><p>On Tuesday, Powell's remarks, regarded by analysts as double hawk, gave the market a blow in the head, prompting investors to reprice the prospect of the Fed's rate hike, bursting the bubble of the Fed's pivot, and returning to the monetary policy reality of higher interest rates for longer.</p><p>After the Powell hearing on Tuesday, the yield on the 2-year U.S. Treasury, which is sensitive to the interest rate outlook, rose above 5.0% intraday for the first time since July 2007. The rate futures market expects a more than 70% chance of the Fed raising interest rates by 50 basis points in March, up from about 31% a day earlier.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is also expected to rate hike 25 basis points in July, raising the peak interest rate to 5.5% to 5.75%. Other investors are betting that interest rates will peak at 6% or higher.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3683625\">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/62dafa537afba542bdc43da1b85df8b4","relate_stocks":{"513500":"标普500ETF博时","QID":"两倍做空纳斯达克指数ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","SQQQ":"纳指三倍做空ETF","DJX":"1/100道琼斯","BK4581":"高盛持仓","TQQQ":"纳指三倍做多ETF","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IVV":"标普500ETF-iShares",".DJI":"道琼斯","SSO":"2倍做多标普500ETF-ProShares",".IXIC":"NASDAQ Composite","SDOW":"三倍做空道指30ETF-ProShares","SPY":"标普500ETF","DOG":"道指ETF-ProShares做空","SH":"做空标普500-Proshares","BK4504":"桥水持仓","DXD":"两倍做空道琼30指数ETF-ProShares","BK4588":"碎股"},"source_url":"https://wallstreetcn.com/articles/3683625","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109405735","content_text":"摘要:国会听证会次日,唯一不同于首日演讲稿之处是,鲍威尔强调,联储还未对3月会议做任何决定。鲍威尔称,评估利率政策时,更多的数据将至关重要,职位空缺、CPI、PPI和就业报告都是美联储观察数据;今年的数据显示,联储的终端利率将高于之前预期;重申通胀仍高,称很可能部分源于劳动力市场很紧张;重申国会应提高债务上限,称美联储不会出手避免债务违约;加密货币应有清晰监管框架,需国会批准才可发行央行数字货币;联储气候政策管辖范围仅限于银行监管。美东时间3月8日周三,美联储主席鲍威尔在众议院金融服务委员会听证会上作证。在前一日强化了市场的“更高利率更久”预期后,鲍威尔周三强调,美联储对未来加息的选择持开放态度,尚未决定本月下旬的联储会议上要公布怎样的加息幅度,即将公布的经济数据将强烈影响这次会议的利率决策。听证会伊始,鲍威尔先宣读了周二在参议院银行委员会听证会上已经公布的演讲稿,其中警告,今年初强劲的就业和火爆的通胀数据可能促使联储不再继续放缓、而是加快加息的脚步,让利率最终高于联储此前预期的水平,称应警惕过早放松政策的历史教训,要坚持到底。不同于周二的是,在宣读讲稿中涉及必要时将加快加息那段话时,鲍威尔特别提到3月20日到21日的下次美联储货币政策会议,加了一句“我强调下,我们还没有对3月的会议做出任何决定”,然后才复述了周二讲稿中的下面这段话:”如果整体数据暗示有必要加快(货币)紧缩,我们将准备加快加息步伐。恢复价格稳定可能需要我们一段时间内保持限制性的货币政策立场。“鲍威尔表示,在评估利率政策时,更多的数据报告将是至关重要的。他说,“我们有一些潜在的重要数据即将发布”,提到职位空缺、CPI、PPI和就业报告数据都是美联储观察的目标。鲍威尔说,联储在利率政策上没有设过既定路线,并重申,联储的政策行动将取决于经济数据以及对经济前景的指引。周二的参议院听证会上,鲍威尔提到,货币紧缩的效果可能还未充分体现。本周三鲍威尔又称,美联储非常清楚货币政策存在滞后性。之前联储放缓加息步伐,就是为了评估政策滞后性的影响程度。他重申,今年以来的经济数据显示,联储的终端利率将高于预期。重申通胀仍高 称很可能部分源于劳动力市场很紧张周二的参议院听证会上,鲍威尔称,去年6月以来通胀一定程度上缓和,但还远高于联储的长期目标2%,联储不考虑改变这一目标。本周三提到通胀时,鲍威尔重申通胀仍处高位,认为高通胀部分源于极度紧张的就业市场。“通胀正在下降,但它非常高。我们正在经历的部分高通胀很可能与非常紧张的劳动力市场有关。”鲍威尔认为,如果不能驯服通胀,后果代价将极其严重,并预计,全球供应链紧张状况有望得到缓解。他说,美联储希望美国劳工薪资跟随着生产率的增长而同步上涨。联储并不会刻意打压薪资增长。鲍威尔听证会开始前,周三稍早公布了有“小非农”之称的ADP就业报告,显示2月美国私人企业新增就业人数超预期反弹,是1月上修后新增人数的两倍多。听证会开始时公布的1月JOLTS空缺职位数较12月回落,但连续第五次高于华尔街预期水平。这些数据体现劳动力市场仍有韧性,让鲍威尔本周二的更快加息警告更有可能成真。媒体指出,本周五公布的2月非农就业报告将是近期内衡量美国劳动力市场最重要的指标,不过,周三发布的数据也备受关注。重申国会应提高债务上限 称美联储不会出手避免债务违约周二的参议院听证会上,鲍威尔表示,为防止对全球经济造成“非常不利”的伤害,国会必须提高美国联邦政府的法定借款限额。周三鲍威尔重申,国会应该提高债务上限。鲍威尔认为,美联储无法代替国会行使财政权力。他说,联储未曾、也没有在财政政策领域寻求扮演任何角色。任何人都不能想当然地认为,在美国债务违约时,美联储会出面保护美国经济。加密货币应有清晰监管框架 需国会批准才可发行央行数字货币对于加密货币,周二听证会上,鲍威尔表示支持对该市场进行监管,而且应该是和基金等传统金融资产同样的监管。周三鲍威尔说,在加密货币监管领域应当有明晰的监管框架,认为美国各州政府也应该在加密货币监管方面扮演积极角色。被问及美联储考虑发行的央行数字货币(CBDC)数字美元,鲍威尔说,美联储需要国会批准,才能发行可被用于零售领域的CBDC。鲍威尔还说,美元作为全球储备货币的地位并未受到威胁。银行业资本标准相关方案未定 气候政策管辖仅限于银行监管对于银行业,周二鲍威尔曾表示,美联储致力于调整资本充足率规则。周三他说,联储对银行资本标准的评估仍在进行中,尚未在银行资本问题上提出自身的方案。谈到银行的气候政策,鲍威尔承认,美联储在这方面确实有监管职责,但指出,联储的管辖范围相当狭窄,仅限于银行监管。鲍威尔说,至少在他任期内,美联储不会成为气候政策制定者。政府需要为美联储参与气候政策划定明确的界限。市场反应:美股震荡下挫 一度反弹 美债收益率回升 美元指数刷新日低后转涨鲍威尔开始讲话后,标普和纳指曾转跌,后很快转涨,道指刷新日低,跌近127点、跌近0.4%,后收窄部分跌幅。美股午盘,听证会期间,标普和纳指都转跌,且跌幅和道指都持续扩大,道指跌近200点。鲍威尔听证会开始前,基准10年期美债收益率下测3.90%刷新日低,听证会开始后持续回升,听证会结束后逼近4.0%,还未达到亚市盘中4.0%上方的日内高位。听证会期间,对利率更敏感的2年期美债收益率重上5.0%,逼近亚市盘中处于5.0%上方所创的2007年来高位。听证会期间,美元指数跌破105.40刷新日低,后转涨,期间站稳105.60上方,向周三亚市盘中逼近105.90所创的去年12月初以来高位靠近。本周二鲍威尔被分析师视为双倍鹰调的言论给市场当头一棒,促使投资者重新定价美联储加息的前景,对联储转向的泡影破灭,华尔街回归更高利率保持更久的货币政策现实。周二鲍威尔听证会后,对利率前景敏感的2年期美债收益率2007年7月以来首次盘中升破5.0%。利率期货市场预计的美联储3月加息50个基点几率超过70%,一天前只有约31%。高盛预计7月还会加息25基点,将利率峰值利率上调至5.5%到5.75%。还有投资者开始押注利率峰值会达到6%或者更高。","news_type":1,"symbols_score_info":{"513500":0.9,"DJX":0.9,"IVV":0.9,"TQQQ":0.9,"DOG":0.9,"SSO":0.9,"QID":0.9,".DJI":0.9,"SPY":0.9,"SQQQ":0.9,"SH":0.9,"UPRO":0.9,".IXIC":0.9,"SDOW":0.9,"DXD":0.9}},"isVote":1,"tweetType":1,"viewCount":2851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940428118,"gmtCreate":1678118693834,"gmtModify":1678118696836,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940428118","repostId":"2317178905","repostType":4,"isVote":1,"tweetType":1,"viewCount":3833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940564193,"gmtCreate":1678057158612,"gmtModify":1678057161993,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😳","listText":"😳","text":"😳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940564193","repostId":"1154440961","repostType":4,"repost":{"id":"1154440961","kind":"news","pubTimestamp":1677989017,"share":"https://ttm.financial/m/news/1154440961?lang=en_US&edition=fundamental","pubTime":"2023-03-05 12:03","market":"hk","language":"zh","title":"Lei Jun's New Story","url":"https://stock-news.laohu8.com/highlight/detail?id=1154440961","media":"全天候科技","summary":"雷军不再侧重讲生态链的故事,而是讲起与小米业务相关的供应链的故事。前几年,小米打造生态链版图,在众多智能设备领域进行布局,逐步让米家终端智能产品渗透到IoT的各个市场中。智能手机市场进入下半场后,雷军","content":"<p><html><head></head><body><b><b>Lei Jun no longer focuses on telling the story of the ecological chain,</b></b><b>But rather</b><b><b>Tell the story of the supply chain related to Xiaomi's business.</b></b>A few years ago, Xiaomi built an ecological chain map, laid out it in many smart device fields, and gradually let Mijia terminal intelligent products penetrate into various IoT markets.</p><p>After the smart phone market entered the second half, Lei Jun no longer focused on the story of the ecological chain, but on the story of the supply chain related to Xiaomi's business.</p><p>Recently, Lei Jun told the story of \"supply chain\" to the \"two sessions\". In 2023, Lei Jun, a deputy to the National People's Congress, prepared three proposals, including one on promoting the rapid development of bionic humanoid robots. Lei Jun suggested that we should encourage and support the science and technology innovation industry chain and promote the planning and layout of bionic humanoid robot industry.</p><p><img src=\"https://static.tigerbbs.com/af0a5d3fa4c549d087facade077bcded\" tg-width=\"1024\" tg-height=\"1324\" referrerpolicy=\"no-referrer\"/></p><p>Also this month, \"Xiaomi Ten Billion Fund\" launched the second round of financing, and the fund-raising scale has increased from more than 6 billion yuan last year to more than 9 billion yuan. The investment objectives of this fund focus on integrated circuits and related upstream and downstream fields.</p><p>Xiaomi's story about the supply chain has made phased progress. According to the previous statistics of Guojin Securities, as early as the end of September 2021, Xiaomi invested in as many as 62 enterprises in the field of smart cars.</p><p>All along, \"cost performance\" is the deepest label on Xiaomi. This has also become the reason why Xiaomi has been criticized by the outside world for \"insufficient self-research technical ability\". The investment in upstream core supply chain enterprises or technology enterprises shows Xiaomi's determination to strengthen the right to speak in the supply chain.</p><p>The opening of supply chain layout is an attempt by Lei Jun and Xiaomi to seize market opportunities.</p><p>Can Lei Jun's new story be told?</p><p><b>\"Voice\" for the humanoid robot industry chain</b></p><p>After its debut in August last year, there has been little news about Xiaomi's bionic humanoid robot CyberOne. However, judging from the recent dynamics of Xiaomi, Lei Jun hopes to make more breakthroughs in the track of bionic humanoid robots.</p><p>Among the suggestions on promoting the rapid development of bionic humanoid robots, Lei Jun believes that at present, China has made key breakthroughs in the core technology of bionic humanoid robots, but it still faces challenges such as improving the performance of core components, insufficient application demand traction, lack of large-scale mass production capacity, imperfect application ecology and supporting support system, etc.</p><p>To this end, he suggested: encourage and support the science and technology industry chain, and promote the planning and layout of bionic humanoid robot industry; Support whole machine enterprises to take the lead in establishing a national innovation consortium and strengthen joint research on core technologies; Build an open industrial ecology of bionic humanoid robots, and accelerate the cultivation of scenario applications.</p><p>In June last year, under the effect of Musk's \"humanoid robot will be launched\", the related concept of bionic humanoid robot became a hot concept in the domestic capital market, and this subdivision track also became the hottest track in the robot industry.</p><p>Two months later, Xiaomi released the prototype bionic robot CyberOne (internal stage name \"Tieda\") at Lei Jun's annual lecture before Tesla, and this enthusiasm reached its peak.</p><p>CyberOne launched by Xiaomi is not a PPT or a prop. It is a prototype that can be taken out and can interact with people. Unfortunately, the cost of CyberOne is as high as 600,000 to 700,000 yuan per unit, and it can't yet achieve mass production. At that time, Lei Jun admitted that the technical integration of bionic robots was the highest and the most difficult, and Xiaomi was still in the first stage of its infancy.</p><p>Turning its attention to foreign countries, the humanoid robot Optimus Prime Optimus released by Tesla at AI Day last year also failed to reach the previously claimed level. In Musk's words, \"It's not quite ready to walk, but I think it will in a couple of weeks.\"</p><p>Musk previously made a bold statement: The target price of Optimus Optimus may be less than $20,000, and more than one million units will be mass-produced. However, Musk revealed the recent progress of Optimus Optimus at Tesla Investor Day: \"Not working properly, though things are improving.\"</p><p>Tesla is still increasing its investment in humanoid robots. All-Weather Technology found that Tesla China recently released job recruitment information in the direction of robotics, including automation control engineer (robot), electrical design engineer-robot development and its application direction.</p><p>The outlook given by institutions is tempting. Marketsandmarkets, a global market research firm, forecasts that the global humanoid robot market will rise from US$1.5 billion in 2022 to US$17.3 billion in 2027. Minsheng Securities believes that humanoid robots are expected to become another entrance after mobile phones and cars, with huge commercial value.</p><p>But there is no denying that the bionic humanoid robot track is a track that requires long-term investment.</p><p>As far as China is concerned, there are still many realities that have to be solved in front of this track, such as core components, the underlying operating system and chip of robots, system design software, etc.</p><p><b>Ten Billion Fund Focuses on IC Industry Chain</b></p><p>After raising more than 6 billion yuan for the first time last year, \"Xiaomi Ten Billion Fund\" launched its second round of financing this month.</p><p>On March 2nd, Kingsoft Software announced that its subsidiaries Wuhan Jinshan, Xiaomi Beijing, Xiaomi Wuhan, etc. had entered into partnership agreements with other investors about the establishment of equity investment funds in integrated circuit-related fields, with an expected total scale of 10 billion yuan.</p><p><img src=\"https://static.tigerbbs.com/2eaf1f7c5e348d7da105e2c9435c44cb\" tg-width=\"1024\" tg-height=\"1085\" referrerpolicy=\"no-referrer\"/></p><p>In addition to Xiaomi and Jinshan of Lei Jun Department, the LP of the fund also includes Beijing Guiding Fund and Yizhuang Guotou with Beijing's state-owned assets background, Tianjin Haichuang of Tianjin state-owned assets Beijing, Hainan Huaying Kaitai, Guangzhou Huaduo, Xingzheng Investment, Zhaoyi Innovation, etc.</p><p>Compared with the first fund-raising in July last year, the fund has five new faces: Wuhan Jinshan, Beijing Guidance Fund, Nasing Venture Capital, Diao Micro and Xinyin Haohong. The fund scale also increased from 6.33 billion yuan in the initial financing to 9.03 billion yuan, close to the target scale of 10 billion yuan.</p><p>According to the industrial and commercial information, the full name of the fund is: Beijing Xiaomi Zhizao Equity Investment Fund Partnership (Limited Partnership) (hereinafter referred to as \"Xiaomi Zhizao\"), which was incorporated on September 18, 2021 and filed on April 6, 2022.</p><p>Regarding the role of the fund, Kingsoft Software said that it is mainly engaged in equity investment or quasi-equity investment, or investment-related activities in unlisted companies.</p><p>The main target is integrated circuits and related upstream and downstream sectors, covering new generation information technology, intelligent manufacturing, new materials, artificial intelligence, displays and display devices, automotive electronics, and upstream and downstream applications and supply chains related to mobile end consumer goods and intelligent devices.</p><p>It is not difficult to find that these are closely related to Xiaomi's current business mobile phones and cars. All along, most of Xiaomi's investment businesses have basically focused on its main business and future development direction, carrying out technological upgrading and industrial chain layout, such as artificial intelligence, Internet of Things, automobiles and semiconductors.</p><p>Since the announcement of car manufacturing, Xiaomi has laid out a number of enterprises related to the automobile industry chain through investment and shareholding. According to the previous statistics of Guojin Securities, as early as the end of September 2021, Xiaomi invested in as many as 62 enterprises in the field of smart cars, including 17 enterprises in intelligent driving, 13 enterprises in intelligent electric and 6 enterprises in intelligent cockpit, of which 22 enterprises were newly invested in 2021.</p><p>Previously, most of Xiaomi's semiconductor investment actions were completed through Xiaomi Yangtze River Industrial Investment Fund. After the establishment of Xiaomi Zhizao, it focused more on the collaborative investment direction of Xiaomi's automobile business.</p><p>According to public information, more than ten projects invested by Xiaomi Zhizao at present involve the automobile industry chain, including semiconductors, power batteries, core equipment parts and other links in the automobile industry chain.</p><p>Some industry analysts believe that Lei Jun's layout of the upstream and downstream fields of the integrated circuit industry is exactly the same as the previous layout of Xiaomi ecological chain. This is conducive to further enhancing the vertical integration capability of the vehicle business and ensuring the supply of key automotive components and software systems.</p><p></body></html></p>","source":"qthkj","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>Lei Jun's New Story</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\">\nLei Jun's New Story\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">全天候科技</strong><span class=\"h-time small\">2023-03-05 12:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b><b>Lei Jun no longer focuses on telling the story of the ecological chain,</b></b><b>But rather</b><b><b>Tell the story of the supply chain related to Xiaomi's business.</b></b>A few years ago, Xiaomi built an ecological chain map, laid out it in many smart device fields, and gradually let Mijia terminal intelligent products penetrate into various IoT markets.</p><p>After the smart phone market entered the second half, Lei Jun no longer focused on the story of the ecological chain, but on the story of the supply chain related to Xiaomi's business.</p><p>Recently, Lei Jun told the story of \"supply chain\" to the \"two sessions\". In 2023, Lei Jun, a deputy to the National People's Congress, prepared three proposals, including one on promoting the rapid development of bionic humanoid robots. Lei Jun suggested that we should encourage and support the science and technology innovation industry chain and promote the planning and layout of bionic humanoid robot industry.</p><p><img src=\"https://static.tigerbbs.com/af0a5d3fa4c549d087facade077bcded\" tg-width=\"1024\" tg-height=\"1324\" referrerpolicy=\"no-referrer\"/></p><p>Also this month, \"Xiaomi Ten Billion Fund\" launched the second round of financing, and the fund-raising scale has increased from more than 6 billion yuan last year to more than 9 billion yuan. The investment objectives of this fund focus on integrated circuits and related upstream and downstream fields.</p><p>Xiaomi's story about the supply chain has made phased progress. According to the previous statistics of Guojin Securities, as early as the end of September 2021, Xiaomi invested in as many as 62 enterprises in the field of smart cars.</p><p>All along, \"cost performance\" is the deepest label on Xiaomi. This has also become the reason why Xiaomi has been criticized by the outside world for \"insufficient self-research technical ability\". The investment in upstream core supply chain enterprises or technology enterprises shows Xiaomi's determination to strengthen the right to speak in the supply chain.</p><p>The opening of supply chain layout is an attempt by Lei Jun and Xiaomi to seize market opportunities.</p><p>Can Lei Jun's new story be told?</p><p><b>\"Voice\" for the humanoid robot industry chain</b></p><p>After its debut in August last year, there has been little news about Xiaomi's bionic humanoid robot CyberOne. However, judging from the recent dynamics of Xiaomi, Lei Jun hopes to make more breakthroughs in the track of bionic humanoid robots.</p><p>Among the suggestions on promoting the rapid development of bionic humanoid robots, Lei Jun believes that at present, China has made key breakthroughs in the core technology of bionic humanoid robots, but it still faces challenges such as improving the performance of core components, insufficient application demand traction, lack of large-scale mass production capacity, imperfect application ecology and supporting support system, etc.</p><p>To this end, he suggested: encourage and support the science and technology industry chain, and promote the planning and layout of bionic humanoid robot industry; Support whole machine enterprises to take the lead in establishing a national innovation consortium and strengthen joint research on core technologies; Build an open industrial ecology of bionic humanoid robots, and accelerate the cultivation of scenario applications.</p><p>In June last year, under the effect of Musk's \"humanoid robot will be launched\", the related concept of bionic humanoid robot became a hot concept in the domestic capital market, and this subdivision track also became the hottest track in the robot industry.</p><p>Two months later, Xiaomi released the prototype bionic robot CyberOne (internal stage name \"Tieda\") at Lei Jun's annual lecture before Tesla, and this enthusiasm reached its peak.</p><p>CyberOne launched by Xiaomi is not a PPT or a prop. It is a prototype that can be taken out and can interact with people. Unfortunately, the cost of CyberOne is as high as 600,000 to 700,000 yuan per unit, and it can't yet achieve mass production. At that time, Lei Jun admitted that the technical integration of bionic robots was the highest and the most difficult, and Xiaomi was still in the first stage of its infancy.</p><p>Turning its attention to foreign countries, the humanoid robot Optimus Prime Optimus released by Tesla at AI Day last year also failed to reach the previously claimed level. In Musk's words, \"It's not quite ready to walk, but I think it will in a couple of weeks.\"</p><p>Musk previously made a bold statement: The target price of Optimus Optimus may be less than $20,000, and more than one million units will be mass-produced. However, Musk revealed the recent progress of Optimus Optimus at Tesla Investor Day: \"Not working properly, though things are improving.\"</p><p>Tesla is still increasing its investment in humanoid robots. All-Weather Technology found that Tesla China recently released job recruitment information in the direction of robotics, including automation control engineer (robot), electrical design engineer-robot development and its application direction.</p><p>The outlook given by institutions is tempting. Marketsandmarkets, a global market research firm, forecasts that the global humanoid robot market will rise from US$1.5 billion in 2022 to US$17.3 billion in 2027. Minsheng Securities believes that humanoid robots are expected to become another entrance after mobile phones and cars, with huge commercial value.</p><p>But there is no denying that the bionic humanoid robot track is a track that requires long-term investment.</p><p>As far as China is concerned, there are still many realities that have to be solved in front of this track, such as core components, the underlying operating system and chip of robots, system design software, etc.</p><p><b>Ten Billion Fund Focuses on IC Industry Chain</b></p><p>After raising more than 6 billion yuan for the first time last year, \"Xiaomi Ten Billion Fund\" launched its second round of financing this month.</p><p>On March 2nd, Kingsoft Software announced that its subsidiaries Wuhan Jinshan, Xiaomi Beijing, Xiaomi Wuhan, etc. had entered into partnership agreements with other investors about the establishment of equity investment funds in integrated circuit-related fields, with an expected total scale of 10 billion yuan.</p><p><img src=\"https://static.tigerbbs.com/2eaf1f7c5e348d7da105e2c9435c44cb\" tg-width=\"1024\" tg-height=\"1085\" referrerpolicy=\"no-referrer\"/></p><p>In addition to Xiaomi and Jinshan of Lei Jun Department, the LP of the fund also includes Beijing Guiding Fund and Yizhuang Guotou with Beijing's state-owned assets background, Tianjin Haichuang of Tianjin state-owned assets Beijing, Hainan Huaying Kaitai, Guangzhou Huaduo, Xingzheng Investment, Zhaoyi Innovation, etc.</p><p>Compared with the first fund-raising in July last year, the fund has five new faces: Wuhan Jinshan, Beijing Guidance Fund, Nasing Venture Capital, Diao Micro and Xinyin Haohong. The fund scale also increased from 6.33 billion yuan in the initial financing to 9.03 billion yuan, close to the target scale of 10 billion yuan.</p><p>According to the industrial and commercial information, the full name of the fund is: Beijing Xiaomi Zhizao Equity Investment Fund Partnership (Limited Partnership) (hereinafter referred to as \"Xiaomi Zhizao\"), which was incorporated on September 18, 2021 and filed on April 6, 2022.</p><p>Regarding the role of the fund, Kingsoft Software said that it is mainly engaged in equity investment or quasi-equity investment, or investment-related activities in unlisted companies.</p><p>The main target is integrated circuits and related upstream and downstream sectors, covering new generation information technology, intelligent manufacturing, new materials, artificial intelligence, displays and display devices, automotive electronics, and upstream and downstream applications and supply chains related to mobile end consumer goods and intelligent devices.</p><p>It is not difficult to find that these are closely related to Xiaomi's current business mobile phones and cars. All along, most of Xiaomi's investment businesses have basically focused on its main business and future development direction, carrying out technological upgrading and industrial chain layout, such as artificial intelligence, Internet of Things, automobiles and semiconductors.</p><p>Since the announcement of car manufacturing, Xiaomi has laid out a number of enterprises related to the automobile industry chain through investment and shareholding. According to the previous statistics of Guojin Securities, as early as the end of September 2021, Xiaomi invested in as many as 62 enterprises in the field of smart cars, including 17 enterprises in intelligent driving, 13 enterprises in intelligent electric and 6 enterprises in intelligent cockpit, of which 22 enterprises were newly invested in 2021.</p><p>Previously, most of Xiaomi's semiconductor investment actions were completed through Xiaomi Yangtze River Industrial Investment Fund. After the establishment of Xiaomi Zhizao, it focused more on the collaborative investment direction of Xiaomi's automobile business.</p><p>According to public information, more than ten projects invested by Xiaomi Zhizao at present involve the automobile industry chain, including semiconductors, power batteries, core equipment parts and other links in the automobile industry chain.</p><p>Some industry analysts believe that Lei Jun's layout of the upstream and downstream fields of the integrated circuit industry is exactly the same as the previous layout of Xiaomi ecological chain. This is conducive to further enhancing the vertical integration capability of the vehicle business and ensuring the supply of key automotive components and software systems.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://awtmt.com/articles/3683320\">全天候科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb44f0df3fb7312ee913474e800cc495","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://awtmt.com/articles/3683320","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154440961","content_text":"雷军不再侧重讲生态链的故事,而是讲起与小米业务相关的供应链的故事。前几年,小米打造生态链版图,在众多智能设备领域进行布局,逐步让米家终端智能产品渗透到IoT的各个市场中。智能手机市场进入下半场后,雷军不再侧重讲生态链的故事,而是讲起与小米业务相关的供应链的故事。近日,雷军将“供应链”的故事讲上了“两会”。2023年,作为全国人大代表的雷军准备了3份建议案,其中一份关于推动仿生人形机器人快速发展。雷军建议,鼓励扶持科创产业链,推进仿生人形机器人产业规划布局。同样在这个月,“小米百亿基金”开展了第二轮融资,募资规模已从去年60多亿增至90多亿元。而这支基金的投资目标着重于集成电路以及相关上游及下游领域。小米关于供应链的故事已取得阶段性进展。国金证券此前统计数据显示,早在2021年9月底,小米投资布局有关智能汽车领域的企业多达62家。一直以来,“性价比”是小米身上最深的标签。这也成为小米被外界诟病“自研技术能力不足”的原因。而对上游核心供应链企业或技术企业的投资,表明小米希望强供应链话语权的决心。供应链布局的开启,是雷军和小米试图抓住市场机遇的一次蓄力与尝试。雷军的新故事能否讲成?为人形机器人产业链“发声”去年8月亮相之后,有关小米仿生人形机器人CyberOne的消息一直不多。不过最近从小米传出的动态来看,雷军希望能在仿生人形机器人这个赛道上有更多的突破。在关于推动仿生人形机器人快速发展的建议中,雷军认为,目前我国在仿生人形机器人核心技术方面已取得关键突破,但仍然面临核心部组件性能有待提升、应用需求牵引不足、不具备规模化量产能力、应用生态和配套支撑体系不健全等挑战。为此,他建议:鼓励扶持科创产业链,推进仿生人形机器人产业规划布局;支持整机企业牵头创建国家创新联合体,加强核心技术联合攻关;构建仿生人形机器人开放产业生态,加速场景应用培育。去年6月,在马斯克“将推出人形机器人”效应下,仿生人形机器人相关概念成为国内资本市场上的热门概念,这个细分赛道也成为机器人行业最热的赛道。两个月后,小米先于特斯拉在雷军年度演讲会上发布原型仿生机器人CyberOne(内部艺名“铁大”),这股热情也随之达到峰值。小米推出的CyberOne不是PPT,也不是道具,是可以拿出手的原型机,能与人进行互动。遗憾的是,CyberOne的成本每台高达六、七十万元,尚无法实现量产。彼时,雷军坦承,形仿生机器人的技术集成度最高、难度也最大,小米还处于刚刚起步的第一阶段。将视线转向国外,特斯拉在去年AI Day上发布的人形机器人擎天柱Optimus,同样没有达到此前宣称的水平。用马斯克的话来说,“它还没有完全准备好走路,但我认为它会在几周内走路。”马斯克此前放出豪言:擎天柱Optimus的目标价格可能低于2万美元,还要量产百万台之上。然而,马斯克在特斯拉投资者日上透露了擎天柱Optimus的最近进展:“无法正常工作,不过情况正在好转。”特斯拉仍在不断加大关于人形机器人的投入。全天候科技发现,特斯拉中国近期发布了机器人方向的岗位招聘信息,包括自动化控制工程师(机器人)、电气设计工程师-机器人开发及其应用方向。机构给出的前景很诱人。全球市场研究机构Marketsandmarkets预测,全球人形机器人市场规模将从2022年的15亿美元提升至2027年的173亿美元。民生证券认为,人形机器人有望成为继手机、汽车后的又一入口,商业价值巨大。但不可否认,仿生人形机器人赛道是一个需要长期投入的赛道。就国内而言,摆在这条赛道面前且不得不解决的现实还不少,如核心零部件、机器人底层操作系统与芯片、系统设计软件等。百亿基金聚焦集成电路产业链在去年首次募资超60亿元后,“小米百亿基金”在这个月又展开了第二轮融资。3月2日,金山软件公告称,公司附属公司武汉金山、小米北京、小米武汉等,与其他投资者订立合伙协议,内容有关成立集成电路相关领域股权投资基金,预期总规模100亿元。除雷军系的小米、金山外,该基金LP还包含北京国资背景的北京市引导基金、亦庄国投,天津国资北京的天津海创,以及海南华盈开泰、广州华多、兴证投资、兆易创新等。相较去年7月首次募资,该基金多5位新面孔:武汉金山、北京市引导基金、纳星创投、帝奥微、信银浩鸿。基金规模也从首次融资的63.3亿元增至90.3亿元,接近百亿目标规模。工商信息显示,该基金全名为:北京小米智造股权投资基金合伙企业(有限合伙)(以下简称“小米智造”),2021年9月18日注册成立,2022年4月6日完成备案。对于该基金的作用,金山软件称:主要从事股权投资或准股权投资,或对非上市公司进行投资相关活动。主要对象便是集成电路,以及相关上游及下游领域,涵盖新一代信息科技、 智能制造、新材料、人工智能、显示器及显示装置、汽车电子,以及有关移动终端消费品、智能装置的上游及下游应用及供应链。从中不难发现,这些与小米当前业务手机、汽车密切相关。一直以来,小米的大部分投资业务基本围绕其主营业务和未来发展方向,进行技术提升和产业链布局,例如人工智能、物联网、汽车和半导体等。自宣布造车以来,小米就通过投资及入股等方式,布局多家汽车产业链相关企业。据国金证券此前统计,早在2021年9月底,小米投资布局有关智能汽车领域的企业多达62家,其中智能驾驶布局17家企业,智能电动布局13家企业,智能座舱布局6家企业,当中有22家企业是2021年新增投资。此前,小米多数半导体投资动作是通过小米长江产业投资基金完成的。小米智造成立后,其更聚焦小米汽车业务协同投资方向。公开信息显示,小米智造目前对外投资的十余个项目,均涉及汽车产业链,包括汽车产业链半导体、动力电池、核心设备零件等多个环节。有行业人士分析认为,雷军布局集成电路产业上下游领域,与此前布局小米生态链如出一辙。这有利于其进一步提升整车业务的垂直整合能力,保障汽车关键零部件和软件系统供应。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":3108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940564376,"gmtCreate":1678057149996,"gmtModify":1678057151965,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😳","listText":"😳","text":"😳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940564376","repostId":"2317152105","repostType":4,"isVote":1,"tweetType":1,"viewCount":3266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940564012,"gmtCreate":1678057136737,"gmtModify":1678057140559,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😳","listText":"😳","text":"😳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940564012","repostId":"2317151532","repostType":4,"isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940805739,"gmtCreate":1677786449221,"gmtModify":1677786453774,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"🤨","listText":"🤨","text":"🤨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940805739","repostId":"1190656437","repostType":4,"isVote":1,"tweetType":1,"viewCount":1459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940801967,"gmtCreate":1677778793460,"gmtModify":1677778797468,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"🤨","listText":"🤨","text":"🤨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940801967","repostId":"1146418972","repostType":4,"isVote":1,"tweetType":1,"viewCount":1601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940803751,"gmtCreate":1677778734874,"gmtModify":1677778738557,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"🤨","listText":"🤨","text":"🤨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940803751","repostId":"2316495692","repostType":4,"repost":{"id":"2316495692","kind":"highlight","pubTimestamp":1677772257,"share":"https://ttm.financial/m/news/2316495692?lang=en_US&edition=fundamental","pubTime":"2023-03-02 23:50","market":"us","language":"zh","title":"The war without smoke starts again! The Federal Reserve is dead?","url":"https://stock-news.laohu8.com/highlight/detail?id=2316495692","media":"金十数据","summary":"华尔街有一则投资箴言:“别和美联储作对。”或许这话只说对了一半?与其交易鲍威尔讲话,不如交易……","content":"<p><html><head></head><body>There is an investment motto on Wall Street: \"Don't go against the Federal Reserve.\" Maybe this is only half true? Instead of trading Powell's speech, it is better to trade... March 17 will be the first anniversary of the Fed's current round of rate hike. Since the Fed started the rate hike cycle, the war between the market and Powell has begun without gunpowder. As a result, the market has been repeatedly \"hanging\", so that many people are deeply aware of a sentence:</p><p>\"Don't go against the Fed.\" Nowadays, investors seem more willing to pay attention to and trade the speeches of Powell and other Fed officials, but we believe that investors should not be too \"superstitious about the Fed\", otherwise they may be more likely to be \"critically hit\". If you don't believe me, let's take a look.</p><p>Rate hike One Anniversary: How Are the Markets and Economy Performing?</p><p>The whole market has had a thrilling year after the Federal Reserve opened a rate hike and raised interest rates by 425 basis points.</p><p>Investors Sell Everything, Global<b>Stock market</b>Trillions of dollars have evaporated from market capitalization.</p><p><img src=\"https://static.tigerbbs.com/e28e0b47d9cb293b86065b106d653cab\" tg-width=\"1032\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p><p><b>Non-US currencies</b>Generally down.</p><p><img src=\"https://static.tigerbbs.com/dd82d4ac907d7fc330c68e8d8acfc610\" tg-width=\"991\" tg-height=\"606\" referrerpolicy=\"no-referrer\"/></p><p><b>Commodities</b>The performance is hard to describe,<b>Gold</b>Failed to act as a tool to fight inflation, known as the \"global economic leader\"<b>Copper price</b>A recession signal flashed,<b>Crude oil and natural gas</b>Prices rose to multi-year highs, exacerbating inflation that the central bank has been trying to curb.</p><p><img src=\"https://static.tigerbbs.com/cb402226f274ae98e8000e791f7dd969\" tg-width=\"1032\" tg-height=\"646\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Cryptocurrency</b>Experienced a \"cliff-like\" decline.</p><p><img src=\"https://static.tigerbbs.com/5a42e248f8ed2bf9b4daff7da0a726a1\" tg-width=\"1044\" tg-height=\"658\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Even the one that has always been regarded as the safest asset<b>US debt</b>, also experienced the most terrible decline in 50 years.</p><p><img src=\"https://static.tigerbbs.com/584250eb939f26817eb0a753ba12e1d8\" tg-width=\"905\" tg-height=\"585\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The good news is that after the Federal Reserve's rate hike last year at the most aggressive pace since the 1980s, the current rate hike has gradually fallen from the previous 75 basis points to 25 basis points.</p><p>But the bad news is that as of February this year, the Fed has accumulated a rate hike of 450 basis points, but<b>It didn't work for curbing inflation</b>。 The \"shelling\" of a series of strong data in February may mean that the Fed's efforts to fight inflation have failed.</p><p>Despite<b>CPI annual rate</b>It has dropped to 5.5%, well below last year's peak of 9%, but still well above the Fed's target and even showing stickiness.</p><p><img src=\"https://static.tigerbbs.com/9465bba9a8a24e8ebd69a58fa120d1f0\" tg-width=\"830\" tg-height=\"615\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Job Market</b>It also showed amazing resilience, so much so that even former U.S. Secretary of Labor Robert Reich said with disappointment: \"<b>The Federal Reserve is Dead</b>。”</p><p><img src=\"https://static.tigerbbs.com/1e46ae8f7fa66d98726d85a7df19482e\" tg-width=\"830\" tg-height=\"561\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Of course, this cannot be entirely blamed on the Fed, because part of the reason for inflation is geopolitical conflicts, the epidemic, and supply problems of commodities and components.</p><p>However, even if we only look at the situation in the United States,<b>The Fed's rate hike doesn't actually help slow price increases, and may even have the opposite result</b>。</p><p>It's quite simple,<u>If you were the owner of a big company, would you take the initiative to cut prices on goods and endure reduced profits before the Federal Reserve rate hike caused the economic recession? Obviously, any normal boss will not do this. On the contrary, they will try their best to keep the price high for as long as possible.</u></p><p>Only when high interest rates begin to hurt consumers so much that they can't afford high-priced goods will businesses be forced to cut prices. In other words, it may not be feasible to rely solely on the rate hike of the Federal Reserve to curb inflation.</p><p>Wars without smoke are frequently staged</p><p>Of course, whether rate hike can curb inflation or not,<b>Market \"bleeding\" won't stop as long as the Fed is in rate hike</b>。</p><p>There is a famous saying in the investment community: \"Don't go against the Federal Reserve.\"</p><p>But it turns out that for most of the past year, traders and investors have ignored this sentence, so that they have frequently lost in the confrontation with the Federal Reserve.</p><p>This phenomenon was very obvious when the Federal Reserve first started its rate hike.<b>At a time when inflation continued to surge and the Fed surprised investors by turning to its most hawkish policy stance in decades, triggering a market crash</b>, investor losses also mainly occurred in the first few months of the Fed's rate hike cycle, specifically before mid-May last year.</p><p>Even by mid-May last year, investors began to accept expectations that the Fed would rate hike to around 5%, but<b>Investors still don't believe the Fed will be as hawkish as they say.</b></p><p>That's when they started betting that the Fed would eventually be forced to abandon its commitment to \"keep interest rates high for a long time\" and would start cutting interest rates this year and trade accordingly. Therefore, in mid-May last year, the S&P 500 began to rebound.</p><p>Does this story sound familiar?</p><p>That's right,<b>At the beginning of this year, the market staged this scenario again</b>: Although Powell and other Fed officials have repeatedly stressed higher terminal rates and the need to keep them high, investors still believe the Fed is bluffing, and they can't wait to bet that the Fed will announce a rate cut in the second half of this year.</p><p>As a result, we all know that the data in February directly \"hit the head\" of these overly optimistic investors.</p><p>Serious communication problems?</p><p>Some analysts believe that the reason why the market keeps opposing the Fed is,<b>It may be because the Fed has credibility or communication problems, or both</b>。</p><p>In fact,<b>In most cases, investors don't listen to what Powell says, but only listen to what they want to hear, so Powell often hawks, and the market still rises; Or the situation where Powell puts pigeons, but the market falls.</b></p><p><img src=\"https://static.tigerbbs.com/7074d9c4bc3a939b7c95dc4e55caaef7\" tg-width=\"831\" tg-height=\"604\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>For example, on November 30 last year, February 1 and February 7 this year, Powell made three dovish speeches. Logically speaking, this should be a big positive for the stock market. However, after his dovish speech, the market Instead, it fell.</p><p>Take the speech on February 7, when Powell claimed:</p><p>\"We think we will need further rate hike. The labor market is exceptionally strong. If the employment situation remains hot, it is likely that we will have to do more... Friday's non-farm payrolls report was stronger than expected, suggesting that [fighting inflation] will be a long process.\" He also said:</p><p>\"The process of anti-inflation has begun, and the Federal Reserve expects the current rate hike to be appropriate, but it has not yet reached a sufficiently restrictive level.\" Regarding this speech, Stephen Innes, an analyst at SPI Asset Management Company, analyzed that,<b>Powell isn't going to great lengths to weigh on markets with hawkish rhetoric</b>。 Powell's speech further confirmed that the Fed is open to broader brokerage data and policy outcomes as tightening policy enters a late-cycle adjustment phase. That is, they will cut rates if and only if the data gives them absolute confidence that the fight against inflation has been won and that a more positive growth outlook does not pose the risk of another acceleration of inflation.</p><p>However, Innes said:</p><p>\"No matter how optimistic the market is, one thing to know is that in an environment where the US dollar is stronger, interest rates are rising, and financial conditions are tightening, any soft landing cannot be without pain.\" It can be seen that Powell's dove speech failed to boost market sentiment,<b>What the market is hearing is that the Fed will continue to tighten and a soft landing will be hard to avoid, so it starts to sell stocks</b>。</p><p>Powell ignorant?!</p><p>So, does this mean that paying attention to and trading the speeches of Powell and other Fed officials can ensure that nothing goes wrong?</p><p>I'm afraid it's not that simple.</p><p>Brent Donnelly, president of analytics firm Spectra Markets, believes:</p><p>\"Powell doesn't know more about the economic outlook than you do, so I've been stressing that the market should trade economic data, not Powell's speech,\" Donnelly said.</p><p>In the past two years, Powell has been \"slapped in the face\" by the market many times, and the most typical example is his \"<b>Temporary theory of inflation</b>”。</p><p>As early as February 2021, Powell said that a one-time price increase may not necessarily push up inflation. What is the result?</p><p>In May 2021, the annual CPI rate soared to 5% from 1.7% in February. At that time, Powell still insisted: \"<b>High inflation is only temporary</b>。”</p><p>In August of that year, the annual CPI rate rose to 5.3%, and Powell vowed: \"<b>Inflationary pressures will ease in the first half of next year</b>。”</p><p>In November of that year, the annual CPI rate rose to 6.8%, and Powell continued to talk hard: \"<b>Inflation is well above target, but we are in a very good position in terms of interest rates, inflation and a strong economy</b>。”</p><p>By February 2022, the annual CPI rate was on the rocket, rising to 7.9%, and Powell finally let go: \"<b>Inflation is expected to be higher this year, but lower than last year's inflation</b>。”</p><p>In the following year, the Federal Reserve finally started a rate hike to curb inflation, but it was still criticized by the market for starting the rate hike cycle too late and inflation became increasingly stubborn.</p><p>This example is a good illustration that Fed officials headed by Powell don't know more than the rest of the market.</p><p>At the beginning of February this year, after the Federal Reserve lowered the rate hike from the last 50 basis points to 25 basis points, the non-agricultural and CPI data greatly exceeded expectations, once again hitting Powell in the face who had previously indicated that the anti-inflation process had begun.</p><p>In addition, Nick Timiraos, known as the \"mouthpiece of the Federal Reserve\", said before the Fed's rate hike in February,<b>Fed officials, like ordinary investors, are uncertain about the lag of rate hike.</b></p><p>Some Fed officials said the impact of interest rate changes on the economy was faster because the Fed communicated its policy intentions more clearly than in the past. Thirty years ago, the Federal Reserve did not communicate to the public in advance whether it would make any interest rate adjustments at the meeting. Federal Reserve Governor Waller believes:</p><p>\"Markets at the time had to take time to figure out that the Fed was acting. In this case, it took a while for policy to affect the economy; by contrast, today's Fed provided guidance for its future actions, which shortened the lag time. I think a lot of the impact of monetary policy next quarter will be more apparent.\" But others argue that this ignores important changes to extend the lag. Even if Fed officials have shortened the time between changing interest rates and affecting financial conditions, they have not shortened the time it takes financial markets to affect economic activity.</p><p>In short, at present, no one, including the Federal Reserve, can tell clearly how long rate hike's impact on the economy will lag. This is actually an important manifestation of \"Powell's (or the Federal Reserve's) ignorance.\"</p><p>So, for investors,<b>\"Don't go against the Fed\" may be an investment motto, but \"don't be too superstitious about the Fed\" is probably equally important.</b></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>The war without smoke starts again! The Federal Reserve is dead?</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 war without smoke starts again! The Federal Reserve is dead?\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\">2023-03-02 23:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>There is an investment motto on Wall Street: \"Don't go against the Federal Reserve.\" Maybe this is only half true? Instead of trading Powell's speech, it is better to trade... March 17 will be the first anniversary of the Fed's current round of rate hike. Since the Fed started the rate hike cycle, the war between the market and Powell has begun without gunpowder. As a result, the market has been repeatedly \"hanging\", so that many people are deeply aware of a sentence:</p><p>\"Don't go against the Fed.\" Nowadays, investors seem more willing to pay attention to and trade the speeches of Powell and other Fed officials, but we believe that investors should not be too \"superstitious about the Fed\", otherwise they may be more likely to be \"critically hit\". If you don't believe me, let's take a look.</p><p>Rate hike One Anniversary: How Are the Markets and Economy Performing?</p><p>The whole market has had a thrilling year after the Federal Reserve opened a rate hike and raised interest rates by 425 basis points.</p><p>Investors Sell Everything, Global<b>Stock market</b>Trillions of dollars have evaporated from market capitalization.</p><p><img src=\"https://static.tigerbbs.com/e28e0b47d9cb293b86065b106d653cab\" tg-width=\"1032\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p><p><b>Non-US currencies</b>Generally down.</p><p><img src=\"https://static.tigerbbs.com/dd82d4ac907d7fc330c68e8d8acfc610\" tg-width=\"991\" tg-height=\"606\" referrerpolicy=\"no-referrer\"/></p><p><b>Commodities</b>The performance is hard to describe,<b>Gold</b>Failed to act as a tool to fight inflation, known as the \"global economic leader\"<b>Copper price</b>A recession signal flashed,<b>Crude oil and natural gas</b>Prices rose to multi-year highs, exacerbating inflation that the central bank has been trying to curb.</p><p><img src=\"https://static.tigerbbs.com/cb402226f274ae98e8000e791f7dd969\" tg-width=\"1032\" tg-height=\"646\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Cryptocurrency</b>Experienced a \"cliff-like\" decline.</p><p><img src=\"https://static.tigerbbs.com/5a42e248f8ed2bf9b4daff7da0a726a1\" tg-width=\"1044\" tg-height=\"658\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Even the one that has always been regarded as the safest asset<b>US debt</b>, also experienced the most terrible decline in 50 years.</p><p><img src=\"https://static.tigerbbs.com/584250eb939f26817eb0a753ba12e1d8\" tg-width=\"905\" tg-height=\"585\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The good news is that after the Federal Reserve's rate hike last year at the most aggressive pace since the 1980s, the current rate hike has gradually fallen from the previous 75 basis points to 25 basis points.</p><p>But the bad news is that as of February this year, the Fed has accumulated a rate hike of 450 basis points, but<b>It didn't work for curbing inflation</b>。 The \"shelling\" of a series of strong data in February may mean that the Fed's efforts to fight inflation have failed.</p><p>Despite<b>CPI annual rate</b>It has dropped to 5.5%, well below last year's peak of 9%, but still well above the Fed's target and even showing stickiness.</p><p><img src=\"https://static.tigerbbs.com/9465bba9a8a24e8ebd69a58fa120d1f0\" tg-width=\"830\" tg-height=\"615\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Job Market</b>It also showed amazing resilience, so much so that even former U.S. Secretary of Labor Robert Reich said with disappointment: \"<b>The Federal Reserve is Dead</b>。”</p><p><img src=\"https://static.tigerbbs.com/1e46ae8f7fa66d98726d85a7df19482e\" tg-width=\"830\" tg-height=\"561\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Of course, this cannot be entirely blamed on the Fed, because part of the reason for inflation is geopolitical conflicts, the epidemic, and supply problems of commodities and components.</p><p>However, even if we only look at the situation in the United States,<b>The Fed's rate hike doesn't actually help slow price increases, and may even have the opposite result</b>。</p><p>It's quite simple,<u>If you were the owner of a big company, would you take the initiative to cut prices on goods and endure reduced profits before the Federal Reserve rate hike caused the economic recession? Obviously, any normal boss will not do this. On the contrary, they will try their best to keep the price high for as long as possible.</u></p><p>Only when high interest rates begin to hurt consumers so much that they can't afford high-priced goods will businesses be forced to cut prices. In other words, it may not be feasible to rely solely on the rate hike of the Federal Reserve to curb inflation.</p><p>Wars without smoke are frequently staged</p><p>Of course, whether rate hike can curb inflation or not,<b>Market \"bleeding\" won't stop as long as the Fed is in rate hike</b>。</p><p>There is a famous saying in the investment community: \"Don't go against the Federal Reserve.\"</p><p>But it turns out that for most of the past year, traders and investors have ignored this sentence, so that they have frequently lost in the confrontation with the Federal Reserve.</p><p>This phenomenon was very obvious when the Federal Reserve first started its rate hike.<b>At a time when inflation continued to surge and the Fed surprised investors by turning to its most hawkish policy stance in decades, triggering a market crash</b>, investor losses also mainly occurred in the first few months of the Fed's rate hike cycle, specifically before mid-May last year.</p><p>Even by mid-May last year, investors began to accept expectations that the Fed would rate hike to around 5%, but<b>Investors still don't believe the Fed will be as hawkish as they say.</b></p><p>That's when they started betting that the Fed would eventually be forced to abandon its commitment to \"keep interest rates high for a long time\" and would start cutting interest rates this year and trade accordingly. Therefore, in mid-May last year, the S&P 500 began to rebound.</p><p>Does this story sound familiar?</p><p>That's right,<b>At the beginning of this year, the market staged this scenario again</b>: Although Powell and other Fed officials have repeatedly stressed higher terminal rates and the need to keep them high, investors still believe the Fed is bluffing, and they can't wait to bet that the Fed will announce a rate cut in the second half of this year.</p><p>As a result, we all know that the data in February directly \"hit the head\" of these overly optimistic investors.</p><p>Serious communication problems?</p><p>Some analysts believe that the reason why the market keeps opposing the Fed is,<b>It may be because the Fed has credibility or communication problems, or both</b>。</p><p>In fact,<b>In most cases, investors don't listen to what Powell says, but only listen to what they want to hear, so Powell often hawks, and the market still rises; Or the situation where Powell puts pigeons, but the market falls.</b></p><p><img src=\"https://static.tigerbbs.com/7074d9c4bc3a939b7c95dc4e55caaef7\" tg-width=\"831\" tg-height=\"604\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>For example, on November 30 last year, February 1 and February 7 this year, Powell made three dovish speeches. Logically speaking, this should be a big positive for the stock market. However, after his dovish speech, the market Instead, it fell.</p><p>Take the speech on February 7, when Powell claimed:</p><p>\"We think we will need further rate hike. The labor market is exceptionally strong. If the employment situation remains hot, it is likely that we will have to do more... Friday's non-farm payrolls report was stronger than expected, suggesting that [fighting inflation] will be a long process.\" He also said:</p><p>\"The process of anti-inflation has begun, and the Federal Reserve expects the current rate hike to be appropriate, but it has not yet reached a sufficiently restrictive level.\" Regarding this speech, Stephen Innes, an analyst at SPI Asset Management Company, analyzed that,<b>Powell isn't going to great lengths to weigh on markets with hawkish rhetoric</b>。 Powell's speech further confirmed that the Fed is open to broader brokerage data and policy outcomes as tightening policy enters a late-cycle adjustment phase. That is, they will cut rates if and only if the data gives them absolute confidence that the fight against inflation has been won and that a more positive growth outlook does not pose the risk of another acceleration of inflation.</p><p>However, Innes said:</p><p>\"No matter how optimistic the market is, one thing to know is that in an environment where the US dollar is stronger, interest rates are rising, and financial conditions are tightening, any soft landing cannot be without pain.\" It can be seen that Powell's dove speech failed to boost market sentiment,<b>What the market is hearing is that the Fed will continue to tighten and a soft landing will be hard to avoid, so it starts to sell stocks</b>。</p><p>Powell ignorant?!</p><p>So, does this mean that paying attention to and trading the speeches of Powell and other Fed officials can ensure that nothing goes wrong?</p><p>I'm afraid it's not that simple.</p><p>Brent Donnelly, president of analytics firm Spectra Markets, believes:</p><p>\"Powell doesn't know more about the economic outlook than you do, so I've been stressing that the market should trade economic data, not Powell's speech,\" Donnelly said.</p><p>In the past two years, Powell has been \"slapped in the face\" by the market many times, and the most typical example is his \"<b>Temporary theory of inflation</b>”。</p><p>As early as February 2021, Powell said that a one-time price increase may not necessarily push up inflation. What is the result?</p><p>In May 2021, the annual CPI rate soared to 5% from 1.7% in February. At that time, Powell still insisted: \"<b>High inflation is only temporary</b>。”</p><p>In August of that year, the annual CPI rate rose to 5.3%, and Powell vowed: \"<b>Inflationary pressures will ease in the first half of next year</b>。”</p><p>In November of that year, the annual CPI rate rose to 6.8%, and Powell continued to talk hard: \"<b>Inflation is well above target, but we are in a very good position in terms of interest rates, inflation and a strong economy</b>。”</p><p>By February 2022, the annual CPI rate was on the rocket, rising to 7.9%, and Powell finally let go: \"<b>Inflation is expected to be higher this year, but lower than last year's inflation</b>。”</p><p>In the following year, the Federal Reserve finally started a rate hike to curb inflation, but it was still criticized by the market for starting the rate hike cycle too late and inflation became increasingly stubborn.</p><p>This example is a good illustration that Fed officials headed by Powell don't know more than the rest of the market.</p><p>At the beginning of February this year, after the Federal Reserve lowered the rate hike from the last 50 basis points to 25 basis points, the non-agricultural and CPI data greatly exceeded expectations, once again hitting Powell in the face who had previously indicated that the anti-inflation process had begun.</p><p>In addition, Nick Timiraos, known as the \"mouthpiece of the Federal Reserve\", said before the Fed's rate hike in February,<b>Fed officials, like ordinary investors, are uncertain about the lag of rate hike.</b></p><p>Some Fed officials said the impact of interest rate changes on the economy was faster because the Fed communicated its policy intentions more clearly than in the past. Thirty years ago, the Federal Reserve did not communicate to the public in advance whether it would make any interest rate adjustments at the meeting. Federal Reserve Governor Waller believes:</p><p>\"Markets at the time had to take time to figure out that the Fed was acting. In this case, it took a while for policy to affect the economy; by contrast, today's Fed provided guidance for its future actions, which shortened the lag time. I think a lot of the impact of monetary policy next quarter will be more apparent.\" But others argue that this ignores important changes to extend the lag. Even if Fed officials have shortened the time between changing interest rates and affecting financial conditions, they have not shortened the time it takes financial markets to affect economic activity.</p><p>In short, at present, no one, including the Federal Reserve, can tell clearly how long rate hike's impact on the economy will lag. This is actually an important manifestation of \"Powell's (or the Federal Reserve's) ignorance.\"</p><p>So, for investors,<b>\"Don't go against the Fed\" may be an investment motto, but \"don't be too superstitious about the Fed\" is probably equally important.</b></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=107678&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/6500520b6c72e4650ea6c53cb7c59999","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SDOW":"三倍做空道指30ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","SQQQ":"纳指三倍做空ETF","BK4581":"高盛持仓","DJX":"1/100道琼斯","TQQQ":"纳指三倍做多ETF","OEX":"标普100","QQQ":"纳指100ETF","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","SPXU":"三倍做空标普500ETF-ProShares",".DJI":"道琼斯","SSO":"2倍做多标普500ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","BK4504":"桥水持仓","BK4559":"巴菲特持仓",".SPX":"S&P 500 Index","SH":"做空标普500-Proshares","OEF":"标普100指数ETF-iShares","UDOW":"三倍做多道指30ETF-ProShares","BK4588":"碎股","DOG":"道指ETF-ProShares做空","BK4550":"红杉资本持仓","IVV":"标普500ETF-iShares"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=107678&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316495692","content_text":"华尔街有一则投资箴言:“别和美联储作对。”或许这话只说对了一半?与其交易鲍威尔讲话,不如交易……3月17日将是美联储本轮加息一周年的日子,自美联储开启加息周期以来,市场跟鲍威尔之间没有硝烟的战争就开始了,结果市场被反复“吊打”,以至于很多人都深刻认识到一句话:“别跟美联储作对。”如今,投资者似乎更愿意关注并交易鲍威尔及其他美联储官员的讲话,但是我们认为,投资者也不宜过于“迷信美联储”,否则恐怕更容易遭到“暴击”,不信就一起来看看吧。加息一周年:市场和经济表现如何?在美联储开启加息并将利率提高425个基点后,整个市场经历了惊心动魄的一年。投资者抛售一切,全球股市市值蒸发数万亿美元。非美货币普遍下跌。大宗商品表现一言难尽,黄金未能充当抗通胀的工具,有“全球经济领头羊”之称的铜价闪现出衰退信号,原油和天然气价格则涨至多年新高,加剧了央行一直想抑制的通胀。加密货币经历了“断崖式”下跌。就连向来被视为最安全资产的美债,也经历了50年来最可怕的下跌。好消息是,在去年美联储以1980年代以来最激进的速度加息之后,目前加息幅度已经从此前的75个基点逐步回落到25个基点。但坏消息是,截至今年2月,美联储累计已经加息450个基点,但是对于抑制通胀问题并没有奏效。2月份一系列强劲数据的“炮轰”,可能意味着美联储抗通胀的努力失败了。尽管CPI年率已经降至5.5%,远低于去年9%的峰值,但是仍远高于美联储的目标,甚至还显现出粘性。就业市场也显示出惊人的弹性,以至于连美国前劳工部部长Robert Reich都失望地表示:“美联储已死。”当然,这也不能全怪美联储,因为造成通胀的部分原因是地缘冲突、疫情以及大宗商品和零部件的供应问题。不过,就算只看美国国内的情况,美联储加息其实也无助于减缓物价上涨,甚至可能会产生相反的结果。很简单,假如你是一家大公司的老板,你会在美联储加息导致经济衰退之前主动给商品降价,并忍受利润减少吗?很显然,任何一个正常的老板,都不会这么做,相反,他们会尽可能地将价格长时间维持在高位。只有当高利率开始损害到消费者的利益,以至于他们买不起高价商品时,企业才会被迫降价。换句话说,仅靠美联储加息来抑制通胀,恐怕不太行得通。没有硝烟的战争频频上演当然了,不管加息能否抑制通胀,只要美联储还在加息,市场“流血”就不会停止。投资界有一句名言:“别和美联储作对。”但是事实证明,在过去1年的大部分时间里,交易员和投资者都忽略了这句话,以至于在跟美联储的对抗中频频落败。这一现象在美联储刚刚开启加息时表现得十分明显,当时通胀持续飙升,而美联储转向几十年来最为鹰派的政策立场令投资者感到意外,从而引发市场崩盘,投资者的损失也主要出现在美联储加息周期最初的几个月里,具体来说是去年5月中旬以前。即使到去年5月中旬,投资者开始接受美联储将加息到5%左右的预期,但是投资者仍不相信美联储会像他们所说的那样强硬。当时他们就开始押注,美联储最终将被迫放弃其“将利率长期维持在高位”的承诺,并将于今年开始降息,并据此进行交易。因此,去年5月中旬,标普500指数开始出现反弹。这个故事听起来是不是很熟悉?没错,今年年初,市场再次上演这一场景:尽管鲍威尔和其他美联储官员都在反复强调更高的终端利率及其将利率维持在高位的必要性,但是投资者仍认为美联储是在虚张声势,他们开始迫不及待地押注美联储将于今年下半年宣布降息。结果我们都清楚,2月份的数据直接将这些过分乐观的投资者“打爆头”。严重的沟通问题?有分析师认为,市场之所以不停地反对美联储,可能是因为美联储存在信誉或者沟通问题,或者二者皆有。事实上,在大多数情况下,投资者都不听鲍威尔说了什么,而是只听他们自己想听的,所以才会经常出现鲍威尔放鹰,市场还是上涨了;或者鲍威尔放鸽,市场却下跌的情况。例如在去年11月30日、今年2月1日和2月7日,鲍威尔三次讲话放鸽,按道理来说,这对股市来说应该说是个大利好,然而在其发表鸽派讲话之后,市场反而下跌了。以2月7日的讲话为例,当时鲍威尔声称:“我们认为我们将需要进一步加息。劳动力市场异常强劲。如果就业形势仍然很热,很可能我们必须做更多的事情......上周五的非农就业报告强于预期,表明(抗通胀)这将是一个漫长的过程。”同时他还表示:“反通胀的进程已经开始,美联储预计目前的加息将是适当的,但仍未达到足够限制性的水平。”对于这一讲话,SPI资管公司分析师Stephen Innes分析称,鲍威尔并没有不遗余力地用鹰派言论来打压市场。鲍威尔的讲话更证实了一点,即随着紧缩政策进入周期后期的调整阶段,美联储对更广泛的经纪数据和政策结果持开放态度。也就是说,当且仅当数据让他们有绝对信心,相信抗击通胀的努力已经取得了胜利,更积极的增长前景不会带来通胀再次加速的风险时,他们才会降息。不过,Innes表示:“无论市场如何乐观,要知道的一点是,在美元走强、利率上升,金融环境收紧的环境中,任何软着陆都不可能没有痛苦。”由此可见,鲍威尔鹰中有鸽的讲话并未能提振市场情绪,市场听到的是美联储将持续收紧,经济软着陆将难以避免,因此开始抛售股票。鲍威尔无知?!那么,这是否意味着,关注并交易鲍威尔及其他美联储官员的讲话,就能确保万无一失呢?事情恐怕也没有这么简单。分析公司Spectra Markets的总裁布伦特·唐纳利(Brent Donnelly)认为:“对于经济前景,鲍威尔知道的并不比你多,因此我一直在强调,市场应该交易的是经济数据,而非鲍威尔讲话。”唐纳利此话不无道理。过去2年,鲍威尔多次被市场“打脸”,其中最典型的例子就是他的“通胀暂时论”。早在2021年2月,鲍威尔就表示,一次性的物价上涨不一定会推升通胀,结果呢?2021年5月,CPI年率就从2月份的1.7%飙升至5%,彼时鲍威尔仍坚持称:“高通胀只是暂时的。”当年8月,CPI年率升至5.3%,鲍威尔又信誓旦旦表示:“通胀压力明年上半年就会缓解。”当年11月,CPI年率涨至6.8%,鲍威尔继续嘴硬:“通胀远高于目标,但是我们在利率、通胀和强劲经济方面处于非常有利的地位。”到2022年2月,CPI年率坐上火箭,涨至7.9%,鲍威尔终于松口:“预计今年通胀将走高,但低于去年的通胀。”在此后的一年里,美联储终于开始加息以抑制通胀,但是仍遭到市场的抨击,因为太晚开启加息周期,通胀越来越顽固。这个例子就很好地说明,以鲍威尔为首的美联储官员,知道的并不比市场其他人多。今年2月初,美联储将加息幅度从上一次的50个基点降至25个基点后,非农、CPI数据又大超预期,再次打了此前表明反通胀进程已经开启的鲍威尔的脸。另外,有着“美联储传声筒”之称的Nick Timiraos在美联储2月份加息之前曾表示,美联储官员跟普通投资者一样,对于加息的滞后性并不确定。一些美联储官员称,利率变动对经济的影响更快,因为美联储比过去更明确地传达了自己的政策意图。30年前的美联储并不会提前向公众传达其是否将在会议上做出任何利率调整。美联储理事沃勒认为:“当时的市场必须花时间弄清楚美联储正在采取行动。在这种情况下,政策需要一段时间才能影响经济;相比之下,今天的美联储为其未来的行动提供了指导,这缩短了滞后时间。我认为,下个季度货币政策的很多影响将进一步显现。”但也有人认为,这忽略了延长滞后的重要变化。即使美联储官员缩短了改变利率和影响金融状况之间的时间,他们也没有缩短金融市场影响经济活动的时间。总之,目前包括美联储在内,没人能说清楚加息对经济的影响会滞后多久,这其实也是“鲍威尔(或美联储)无知”的一个重要体现。因此,对于投资者来说,“别跟美联储作对”或许是一则投资箴言,但是“别太迷信美联储”恐怕也同样重要。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,".IXIC":1,"SDOW":0.6,"UPRO":0.6,"SH":0.6,"SPY":1,"NQmain":0.6,"DDM":0.6,"DOG":0.6,"QID":0.6,"DJX":0.6,"SPXU":0.6,".DJI":1,"UDOW":0.6,"OEF":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,".SPX":0.6,"PSQ":0.6,"QQQ":0.6,"IVV":0.6,"SDS":0.6,"QLD":0.6,"DXD":0.6,"ESmain":0.6,"MNQmain":0.6,"OEX":0.6}},"isVote":1,"tweetType":1,"viewCount":1126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940985056,"gmtCreate":1677648769275,"gmtModify":1677648773421,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"💪","listText":"💪","text":"💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940985056","repostId":"1158728432","repostType":4,"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940982737,"gmtCreate":1677648760430,"gmtModify":1677648763779,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940982737","repostId":"2316659143","repostType":4,"repost":{"id":"2316659143","kind":"highlight","pubTimestamp":1677643877,"share":"https://ttm.financial/m/news/2316659143?lang=en_US&edition=fundamental","pubTime":"2023-03-01 12:11","market":"us","language":"zh","title":"Expectations for interest rate cuts have cooled sharply, and there is still a \"sword of Damocles\" hanging over the stock market","url":"https://stock-news.laohu8.com/highlight/detail?id=2316659143","media":"智通财经网","summary":"多数债券市场交易员如今不再坚信美联储今年年末将开启降息周期,交易员们对于年前降息已经变得不再像今年早些时候那样笃定,在其中一些人看来,甚至现在还没有到做出降息判断的时机。就在1月中旬,多数交易员押注美","content":"<p><html><head></head><body>Most bond market traders are no longer convinced that the Federal Reserve will start a cycle of interest rate cuts at the end of this year. Traders have become less certain about cutting interest rates before the year as they were earlier this year. In the eyes of some of them, it is not even time to make a judgment about cutting interest rates. As recently as mid-January, most traders were betting that the Fed's eight rate hike in the past year, especially the aggressive rate hike cycle, had sown the seeds of an economic recession, which would require the Fed to reverse the direction of monetary policy before the year.</p><p><img src=\"https://static.tigerbbs.com/6ff4adce6ea9cfb7b3a7e302627ee509\" tg-width=\"1204\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/></p><p>However, since early February, under the weight of persistently strong non-farm payrolls data and inflation data that makes the Fed feel tricky, traders have begun to shift their bets, betting that the Fed's policy rate will be higher than previously optimistic expectations, and remain at this level for a long time. In particular, signs of high inflation have led to market expectations for the magnitude of the Federal Reserve's rate hike continuously raised, and concerns that the Federal Reserve will maintain high interest rates (Higher for longer) for a longer period of time have rapidly risen. U.S. bond yields of various maturities \"went up after hearing the wind\", with the 10-year U.S. bond yield rising again to 4% in less than half a year.</p><p><b>Expectations for interest rate cuts have cooled sharply! \"SOFR\" hints that the market no longer believes that the Fed will cut interest rates before the year</b></p><p>This trend is particularly evident in the implied interest rate of futures contracts linked to the overnight secured financing rate (short-term benchmark interest rate affected by policy rates) referred to as \"SOFR\" for short. During January, the interest rate on the December 2023 SOFR contract was approximately 64 basis points lower than the highest expected rate in June of that year. This suggests that it is possible for the Federal Reserve to cut interest rates twice, or even three times, the standard rate of 25 basis points.</p><p>Fast forward to this Tuesday, and we will find out,<b>The volatile December contract interest rate is only about 12 basis points lower than the peak interest rate and has a tendency to narrow further.</b>During the July-September window period, it has even risen to around 5.42%. This expectation is basically consistent with Wall Street analysts' expectations for the peak of interest rates-that is, interest rates are expected to peak in July-September.<b>The sharp volatility of the December contract interest rate shows that the market is no longer sure that the Federal Reserve will cut the benchmark interest rate before the year.</b></p><p><img src=\"https://static.tigerbbs.com/25d249d31c8227cddb5c0f89b26c60c2\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p><b>Traders' expectations for Fed rate cuts have cooled sharply-since January, SOFR futures spreads have widened sharply on June 23/December 23</b></p><p>In February, a series of explosive data, including non-farm payrolls data and retail sales, caused a sharp increase in pressure on the Fed's rate hike. It may be difficult to feel the policy expectations and related remarks that favor \"doves\" for some time.<b><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>, Bank of America and other Wall Street famous<a href=\"https://laohu8.com/S/FISI\">Financial institution</a>In the short term, the Federal Reserve quickly raised its interest rate peak forecast for the current rate hike cycle to 5.25%-5.5%, which was higher than the optimistic forecast of around 5% expected by Wall Street before a series of hot economic data was released.</b></p><p><a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>In a recent report, the latest inflation data shows that the Federal Reserve will need to further tighten monetary policy. The agency is currently raising its peak forecast for the Federal Reserve's interest rate to 5.6% from the previous forecast of 5.1%, and expects the Federal Reserve to rate hike in June and July respectively. 25 basis points.</p><p>In terms of predicting when the Federal Reserve will start the interest rate cut cycle, Bank of America believes that the Federal Reserve will cut interest rates for the first time after the rate hike cycle in March 2024;<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>In the latest report, the Federal Reserve is expected to cut interest rates for the first time in March 2024, compared with the agency's previous forecast of December 2023.</p><p>CME's \"Federal Reserve Watch Tool\" shows that most interest rate futures traders are betting that the Fed's current rate hike cycle will rate hike to the 5.25%-5.5% range, which is much higher than the 4.75%-5.0% expected before the release of non-agricultural data. this range.<b>More importantly, expectations for a year-ago rate cut have cooled significantly, and most traders no longer bet on a year-ago rate cut. You know, for most of this year, even most interest rate futures traders are betting that the Fed will cut interest rates twice before the end of the year.</b></p><p><img src=\"https://static.tigerbbs.com/55db3bc017da56f1a1ddf147cc1e6a03\" tg-width=\"733\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/></p><p><b>Rate hike is expected to heat up sharply, and the \"anchor of global asset pricing\" is dancing</b></p><p>In the near future, global bond and stock markets have begun to digest the 25 basis point expectation of rate hike in June following the expected rate hike in March and May. Wall Street economists have been revising their forecasts for the magnitude of the rate hike in June, with most insisting that the rate hike of 25 basis points will continue in June. However, some people still expect that as inflation expectations cool, the Fed may choose not to conduct rate hike in June.</p><p><b>After a series of extremely strong economic data, especially the hot inflation data, the bond market is rapidly changing its view that interest rates will remain higher for a longer time.</b>After almost a full year of rate hike, the U.S. economy has proven to be stronger than economists expected. The adjustment in rate hike's expectations sent the six-month U.S. Treasury Bond yield climbing to 5.14%, just below its highest level since March 12, 2007.</p><p><img src=\"https://static.tigerbbs.com/a291f4b23afda2405f74eba07708f804\" tg-width=\"1309\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p>The yield of 10-year U.S. bonds, known as the \"anchor of global asset pricing\", has pushed back to 4% in recent times. The main logic lies in the higher-than-market non-farm employment data, retail sales data, and CPI After the official release of PCE data, the market's expectations for the Fed's rate hike have risen sharply, and the recent frequent hawkish speeches of Fed officials have put pressure on U.S. Treasury Bond in the near future (yield changes are opposite to price trends). The 2-year U.S. bond yield, which is sensitive to monetary policy, rose above 4.85%, the highest since the end of October last year and very close to the high level in July 2007.</p><p><img src=\"https://static.tigerbbs.com/906b9547592e54ae0d0c69c94261f9e8\" tg-width=\"1619\" tg-height=\"759\" referrerpolicy=\"no-referrer\"/></p><p>As the most important reference for risk-free interest rates in the financial market, the 10-year U.S. bond yield is the reference benchmark for many financial instruments around the world, such as the benchmark yields of global corporate bonds and Treasury Bond, as well as the U.S. mortgage interest rate. As a result, bond markets in other countries are also affected by the trend of U.S. bond yields, which are being pushed higher due to market expectations that the Federal Reserve will continue to tighten monetary policy aggressively.</p><p>From a theoretical perspective, the 10-year U.S. bond yield is equivalent to an important valuation model in the stock market-<b>For the r indicator on the denominator side of the DCF valuation model, analysts generally set the r value based on the 10-year U.S. bond yield. Under the condition that other indicators have not changed significantly, the higher the denominator level, the higher the equity level such as stocks. The valuation of assets is naturally lower.</b>Therefore, the rise in 10-year U.S. Treasury bond yields exacerbated the U.S. stock correction in February to some extent. The S&P 500 index fell 2.61% in February, shrinking its year-to-date gains to 3.4%.</p><p><b>At present, the \"anchor of global asset pricing\" is still the \"sword of Damocles\" hanging over the global stock market. As the global market enters March, the \"anchor of global asset pricing\" continues to maintain a valuation deterrent near historical highs, and investors are worried about high inflation. There is a high probability that it will continue to aggravate the challenges faced by the global stock market rebound pressure.</b></p><p><a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a>Daniel Tenengauzer, head of market strategy, said that the \"anchor of global asset pricing\" approaching 4% will suppress the stock market. \"Yields close to or above 4% mean that the market is pricing in what Fed Chairman Jerome Powell described as' Higher for</p><p>longer '. Given higher-than-expected inflation and longer tightening, U.S. bond yields are struggling to fall back into low territory in the medium to long term, which is having a negative impact. \"</p><p><a href=\"https://laohu8.com/S/0H7D.UK\">Deutsche Bank</a>Christian Nolting, global chief investment officer of the private banking unit, said any recession in the United States is likely to be short-lived, and he does not expect the Fed to cut interest rates this year because inflation remains high. He expects<b>The yield on the 10-year U.S. Treasury Bond, the global benchmark for borrowing costs, is likely to rise to 4.20% by the end of the year as the Federal Reserve continues to fight inflation.</b>Goldman Sachs chief interest rate strategist Praveen</p><p>Korapaty predicted in December last year that,<b>The 10-year U.S. Treasury yield will jump to 4.5% in the second quarter of 2023, then fall to 4.4% in the third quarter, and 2023 is expected to finally end at 4.3%.</b></p><p></body></html></p>","source":"highlight_zhitongcaijin","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>Expectations for interest rate cuts have cooled sharply, and there is still a \"sword of Damocles\" hanging over the stock 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\">\nExpectations for interest rate cuts have cooled sharply, and there is still a \"sword of Damocles\" hanging over the stock market\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经网</strong><span class=\"h-time small\">2023-03-01 12:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Most bond market traders are no longer convinced that the Federal Reserve will start a cycle of interest rate cuts at the end of this year. Traders have become less certain about cutting interest rates before the year as they were earlier this year. In the eyes of some of them, it is not even time to make a judgment about cutting interest rates. As recently as mid-January, most traders were betting that the Fed's eight rate hike in the past year, especially the aggressive rate hike cycle, had sown the seeds of an economic recession, which would require the Fed to reverse the direction of monetary policy before the year.</p><p><img src=\"https://static.tigerbbs.com/6ff4adce6ea9cfb7b3a7e302627ee509\" tg-width=\"1204\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/></p><p>However, since early February, under the weight of persistently strong non-farm payrolls data and inflation data that makes the Fed feel tricky, traders have begun to shift their bets, betting that the Fed's policy rate will be higher than previously optimistic expectations, and remain at this level for a long time. In particular, signs of high inflation have led to market expectations for the magnitude of the Federal Reserve's rate hike continuously raised, and concerns that the Federal Reserve will maintain high interest rates (Higher for longer) for a longer period of time have rapidly risen. U.S. bond yields of various maturities \"went up after hearing the wind\", with the 10-year U.S. bond yield rising again to 4% in less than half a year.</p><p><b>Expectations for interest rate cuts have cooled sharply! \"SOFR\" hints that the market no longer believes that the Fed will cut interest rates before the year</b></p><p>This trend is particularly evident in the implied interest rate of futures contracts linked to the overnight secured financing rate (short-term benchmark interest rate affected by policy rates) referred to as \"SOFR\" for short. During January, the interest rate on the December 2023 SOFR contract was approximately 64 basis points lower than the highest expected rate in June of that year. This suggests that it is possible for the Federal Reserve to cut interest rates twice, or even three times, the standard rate of 25 basis points.</p><p>Fast forward to this Tuesday, and we will find out,<b>The volatile December contract interest rate is only about 12 basis points lower than the peak interest rate and has a tendency to narrow further.</b>During the July-September window period, it has even risen to around 5.42%. This expectation is basically consistent with Wall Street analysts' expectations for the peak of interest rates-that is, interest rates are expected to peak in July-September.<b>The sharp volatility of the December contract interest rate shows that the market is no longer sure that the Federal Reserve will cut the benchmark interest rate before the year.</b></p><p><img src=\"https://static.tigerbbs.com/25d249d31c8227cddb5c0f89b26c60c2\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p><b>Traders' expectations for Fed rate cuts have cooled sharply-since January, SOFR futures spreads have widened sharply on June 23/December 23</b></p><p>In February, a series of explosive data, including non-farm payrolls data and retail sales, caused a sharp increase in pressure on the Fed's rate hike. It may be difficult to feel the policy expectations and related remarks that favor \"doves\" for some time.<b><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>, Bank of America and other Wall Street famous<a href=\"https://laohu8.com/S/FISI\">Financial institution</a>In the short term, the Federal Reserve quickly raised its interest rate peak forecast for the current rate hike cycle to 5.25%-5.5%, which was higher than the optimistic forecast of around 5% expected by Wall Street before a series of hot economic data was released.</b></p><p><a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>In a recent report, the latest inflation data shows that the Federal Reserve will need to further tighten monetary policy. The agency is currently raising its peak forecast for the Federal Reserve's interest rate to 5.6% from the previous forecast of 5.1%, and expects the Federal Reserve to rate hike in June and July respectively. 25 basis points.</p><p>In terms of predicting when the Federal Reserve will start the interest rate cut cycle, Bank of America believes that the Federal Reserve will cut interest rates for the first time after the rate hike cycle in March 2024;<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>In the latest report, the Federal Reserve is expected to cut interest rates for the first time in March 2024, compared with the agency's previous forecast of December 2023.</p><p>CME's \"Federal Reserve Watch Tool\" shows that most interest rate futures traders are betting that the Fed's current rate hike cycle will rate hike to the 5.25%-5.5% range, which is much higher than the 4.75%-5.0% expected before the release of non-agricultural data. this range.<b>More importantly, expectations for a year-ago rate cut have cooled significantly, and most traders no longer bet on a year-ago rate cut. You know, for most of this year, even most interest rate futures traders are betting that the Fed will cut interest rates twice before the end of the year.</b></p><p><img src=\"https://static.tigerbbs.com/55db3bc017da56f1a1ddf147cc1e6a03\" tg-width=\"733\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/></p><p><b>Rate hike is expected to heat up sharply, and the \"anchor of global asset pricing\" is dancing</b></p><p>In the near future, global bond and stock markets have begun to digest the 25 basis point expectation of rate hike in June following the expected rate hike in March and May. Wall Street economists have been revising their forecasts for the magnitude of the rate hike in June, with most insisting that the rate hike of 25 basis points will continue in June. However, some people still expect that as inflation expectations cool, the Fed may choose not to conduct rate hike in June.</p><p><b>After a series of extremely strong economic data, especially the hot inflation data, the bond market is rapidly changing its view that interest rates will remain higher for a longer time.</b>After almost a full year of rate hike, the U.S. economy has proven to be stronger than economists expected. The adjustment in rate hike's expectations sent the six-month U.S. Treasury Bond yield climbing to 5.14%, just below its highest level since March 12, 2007.</p><p><img src=\"https://static.tigerbbs.com/a291f4b23afda2405f74eba07708f804\" tg-width=\"1309\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p>The yield of 10-year U.S. bonds, known as the \"anchor of global asset pricing\", has pushed back to 4% in recent times. The main logic lies in the higher-than-market non-farm employment data, retail sales data, and CPI After the official release of PCE data, the market's expectations for the Fed's rate hike have risen sharply, and the recent frequent hawkish speeches of Fed officials have put pressure on U.S. Treasury Bond in the near future (yield changes are opposite to price trends). The 2-year U.S. bond yield, which is sensitive to monetary policy, rose above 4.85%, the highest since the end of October last year and very close to the high level in July 2007.</p><p><img src=\"https://static.tigerbbs.com/906b9547592e54ae0d0c69c94261f9e8\" tg-width=\"1619\" tg-height=\"759\" referrerpolicy=\"no-referrer\"/></p><p>As the most important reference for risk-free interest rates in the financial market, the 10-year U.S. bond yield is the reference benchmark for many financial instruments around the world, such as the benchmark yields of global corporate bonds and Treasury Bond, as well as the U.S. mortgage interest rate. As a result, bond markets in other countries are also affected by the trend of U.S. bond yields, which are being pushed higher due to market expectations that the Federal Reserve will continue to tighten monetary policy aggressively.</p><p>From a theoretical perspective, the 10-year U.S. bond yield is equivalent to an important valuation model in the stock market-<b>For the r indicator on the denominator side of the DCF valuation model, analysts generally set the r value based on the 10-year U.S. bond yield. Under the condition that other indicators have not changed significantly, the higher the denominator level, the higher the equity level such as stocks. The valuation of assets is naturally lower.</b>Therefore, the rise in 10-year U.S. Treasury bond yields exacerbated the U.S. stock correction in February to some extent. The S&P 500 index fell 2.61% in February, shrinking its year-to-date gains to 3.4%.</p><p><b>At present, the \"anchor of global asset pricing\" is still the \"sword of Damocles\" hanging over the global stock market. As the global market enters March, the \"anchor of global asset pricing\" continues to maintain a valuation deterrent near historical highs, and investors are worried about high inflation. There is a high probability that it will continue to aggravate the challenges faced by the global stock market rebound pressure.</b></p><p><a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a>Daniel Tenengauzer, head of market strategy, said that the \"anchor of global asset pricing\" approaching 4% will suppress the stock market. \"Yields close to or above 4% mean that the market is pricing in what Fed Chairman Jerome Powell described as' Higher for</p><p>longer '. Given higher-than-expected inflation and longer tightening, U.S. bond yields are struggling to fall back into low territory in the medium to long term, which is having a negative impact. \"</p><p><a href=\"https://laohu8.com/S/0H7D.UK\">Deutsche Bank</a>Christian Nolting, global chief investment officer of the private banking unit, said any recession in the United States is likely to be short-lived, and he does not expect the Fed to cut interest rates this year because inflation remains high. He expects<b>The yield on the 10-year U.S. Treasury Bond, the global benchmark for borrowing costs, is likely to rise to 4.20% by the end of the year as the Federal Reserve continues to fight inflation.</b>Goldman Sachs chief interest rate strategist Praveen</p><p>Korapaty predicted in December last year that,<b>The 10-year U.S. Treasury yield will jump to 4.5% in the second quarter of 2023, then fall to 4.4% in the third quarter, and 2023 is expected to finally end at 4.3%.</b></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://www.zhitongcaijing.com/content/detail/884922.html\">智通财经网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","relate_stocks":{"BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓",".SPX":"S&P 500 Index",".DJI":"道琼斯","BK4504":"桥水持仓","BK4559":"巴菲特持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/884922.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2316659143","content_text":"多数债券市场交易员如今不再坚信美联储今年年末将开启降息周期,交易员们对于年前降息已经变得不再像今年早些时候那样笃定,在其中一些人看来,甚至现在还没有到做出降息判断的时机。就在1月中旬,多数交易员押注美联储过去一年的8次加息,尤其是激进加息周期已经播下了经济衰退的种子,而这将要求美联储在年前逆转货币政策方向。然而,自2月初期以来,在持续强劲的非农就业数据和让美联储感到棘手的通胀数据重压下,交易员开始转变押注方向,他们纷纷押注美联储政策利率将高于此前的乐观预期,并长期维持在这一水平。尤其是通胀居高不下的迹象使得市场对美联储加息幅度的预期不断上调,以及预期美联储将在更长时间内维持高利率(Higher for longer)的担忧情绪迅速升温,各期限的美债收益率“闻风上行”,其中10年期美债收益率时隔仅仅不到半年的时间重新上逼4%。降息预期大幅降温! “SOFR”暗示市场不再坚信美联储年前降息这一趋势与简称“SOFR”的隔夜担保融资利率(受政策利率影响的短期基准利率)挂钩的期货合约隐含利率上表现得格外明显。在1月期间,2023年12月SOFR合同的利率比当年度6月的最高预期利率低了约64个基点。这表明,美联储有可能下调两次利率,甚至三次25个基点的标准利率。时间快进到本周二,我们会发现,波动水平较大的12月合约利率仅仅比峰值利率低了大约12个基点并且有进一步收窄的趋势,在7月至9月窗口期甚至已升至5.42%左右,这一预期与华尔街分析师们对于利率峰值的预期基本一致——即预计利率见顶时间在7-9月份。12月合约利率的剧烈波动性表明市场不再笃定美联储会在年前下调基准利率。交易员对于美联储降息预期大幅降温——自1月份以来,6月23日/ 12月23日SOFR期货价差急剧扩大在2月份,包括非农就业数据以及零售销售额在内的一系列劲爆的数据令美联储加息压力陡增,或许在一段时间内很难再感受到偏向“鸽派”的政策预期和相关言论。高盛、美国银行等华尔街知名金融机构在短期内迅速将美联储本轮加息周期的利率峰值预期上调至5.25%-5.5%,高于一系列火热的经济数据出炉前,华尔街预期的5%上下这一乐观预期。德意志银行在近期发布报告称,最新的通胀数据显示美联储将需要进一步收紧货币政策,该机构目前将美联储利率峰值预期从此前的5.1%预期上调至5.6%,并预计美联储将在6月和7月分别加息25个基点。在关于美联储何时开启降息周期的预判方面,美国银行认为美联储将在2024年3月进行加息周期之后的首次降息;摩根士丹利在最新报告中预计美联储将在2024年3月进行首次降息,之前该机构的预测是2023年12月。CME“美联储观察工具”显示,多数利率期货交易员押注美联储本轮加息周期将加息至5.25%-5.5%区间,远远高于在非农数据公布之前预期的4.75%-5.0%这一区间。更重要的是,年前的降息预期已大幅度降温,多数交易员不再押注年前降息。要知道,在今年多数时间段,甚至多数利率期货交易员押注美联储在年底之前降息两次。加息预期急剧升温,“全球资产定价之锚”闻风起舞在近期,全球债券和股票市场已经开始消化继3月和5月预期加息之后,6月加息25个基点的预期。华尔街经济学家一直在修正他们对6月加息幅度的预测,多数坚称6月将继续加息25基点。不过有些人士仍然预计随着通胀预期降温,6月美联储可能选择不再进行加息。在一系列强劲无比的经济数据,尤其是火热的通胀数据发布之后,债券市场正快速转变观点,认为利率将在更长时间内保持在较高水平。在经历了几乎整整一年的加息之后,美国经济已被证明比经济学家预期的情况更为强劲。加息预期的调整使6个月期美国国债收益率攀升至5.14%,仅略低于2007年3月12日以来的最高水平。有着“全球资产定价之锚”之称的10年期美债收益率在最近一段时间重新上逼4%,主要逻辑在于——在高于市场预期的非农就业数据、零售销售数据,以及CPI和PCE数据正式公布后,市场对于美联储加息的预期急剧升温,加之近期美联储官员们频繁的鹰派发言令美国国债近期承压(收益率变动与价格趋势相反)。对货币政策敏感的2年期美债收益率更是升破4.85%,创去年10月末以来最高,十分接近2007年7月的高水平。作为金融市场无风险利率的最重要参照标的,10年期美债收益率是全球众多金融工具的参考基准,比如全球公司债和国债的基准收益率,以及美国抵押贷款利率等。因此,其他国家的债券市场也受到美债收益率走势的影响,由于市场预期美联储将继续大举收紧货币政策,美债收益率正被推高。从理论层面来看,10年期美债收益率相当于股票市场中重要估值模型——DCF估值模型中分母端的r指标,分析师们一般以10年期美债收益率为基准设定r值,在其他指标未发生明显变化的情况下,分母水平越高,股票等权益类资产的估值自然也越低。因此,10年期美债债券收益率的上升在一定程度上加剧了2月份的美股回调。标普500指数2月份累计下跌2.61%,使得今年迄今涨幅收缩至3.4%。当前,“全球资产定价之锚”仍然是悬在全球股市头上的“达摩克利斯之剑”。随着全球市场进入3月,“全球资产定价之锚”持续维持在历史高位附近带来的估值威慑力,以及投资者对通胀高企的担忧,大概率将继续加剧全球股市反弹所面临的的压力。纽约梅隆银行市场策略主管Daniel Tenengauzer表示,“全球资产定价之锚”逼近4%将压制股市。“收益率接近或高于4%,意味着市场在定价美联储主席鲍威尔描述的‘Higher forlonger’。鉴于高于预期的通胀和更长时间紧缩,美债收益率难以在中长期内跌回低区间,这正在产生负面的影响。”德意志银行的私人银行部门全球首席投资官Christian Nolting表示,美国遭遇的任何衰退都可能是短暂的,他预计美联储今年将不会降息,因为通胀仍然很高。他预计作为全球借贷成本基准的10年期美国国债收益率可能将在年底前升至4.20%,因为美联储将继续抗击通胀。高盛首席利率策略师PraveenKorapaty去年12月预计,10年期美债收益率在2023年第二季度将跃升至4.5%,随后在第三季度跌至4.4%,预计2023年最终以4.3%收尾。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.6,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940982499,"gmtCreate":1677648750912,"gmtModify":1677648754248,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😝","listText":"😝","text":"😝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940982499","repostId":"2316657135","repostType":4,"isVote":1,"tweetType":1,"viewCount":1447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940982514,"gmtCreate":1677648742439,"gmtModify":1677648746017,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940982514","repostId":"2316765765","repostType":4,"repost":{"id":"2316765765","kind":"news","pubTimestamp":1677645801,"share":"https://ttm.financial/m/news/2316765765?lang=en_US&edition=fundamental","pubTime":"2023-03-01 12:43","market":"us","language":"zh","title":"Chevron CEO: The company is not in a hurry for mergers and acquisitions, but the possibility of consolidation of oil majors exists","url":"https://stock-news.laohu8.com/highlight/detail?id=2316765765","media":"智通财经","summary":"美国油气巨头雪佛龙首席执行官迈克尔·沃斯(Michael Wirth)在周二表示,西方国家的五大石油生产商之间的整合仍然有可能发生,但将面临监管层面的障碍。以石油业务为重点的美国能源巨头股价和现金水平","content":"<p><html><head></head><body>US oil and gas majors<a href=\"https://laohu8.com/S/CVX\">Chevron</a>Chief executive Michael Wirth said on Tuesday that consolidation among the top five oil producers in the West is still possible, but there will be regulatory obstacles.</p><p>Oil business-focused<a href=\"https://laohu8.com/S/USEG\">U.S. Energy</a>Soaring share prices and cash levels of giants have led Wall Street's M&A bosses to talk about possible deals between American and European oil producers, especially as the market value gap between European and American oil giants grows wider, triggering speculation on M&A on Wall Street. Analysts at Citigroup speculated in January that Chevron or<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>(XOM.US) Could Buy From Europe Due To Valuation Differences<a href=\"https://laohu8.com/S/BP\">BP</a>(BP.US), Shell (SHEL.US), or<a href=\"https://laohu8.com/S/TTE\">Total</a>Energy (TTE.US).</p><p>\"I never said never [oil major consolidation],\" Michael Voss said at a media briefing following the company's annual business update to investors. \"But given the reality of getting a plan like this approved, it's not straightforward to execute.\"</p><p>Regulatory and government approvals have made the process more complicated than in the late 1990s, when the number of oil companies increased and share prices were depressed, triggering consolidation among companies that spawned several super-oil giants. \"When there are fewer and fewer people or things overlapping, regulatory challenges and government approvals and so on get a little more complicated,\" Voss said.</p><p>He stressed that Chevron is in no rush to make large-scale mergers and acquisitions in the oil or renewable energy sectors, and that Chevron will remain committed to tightly curbing spending even in times of high energy prices and cash abundance. \"Spending money faster doesn't necessarily lead to better opportunities. It just means spending money faster,\" Voss said. \"We will be patient.\"</p><p>It is understood that Chevron announced at its annual investor conference yesterday that it aims to maintain capital and cost discipline and achieve higher returns while increasing energy supply. Assuming $60 per barrel for Brent crude, Chevron expects annual free cash flow growth of more than 10% and increases its share buyback guidance range to $10 billion to $20 billion per year. In addition, the company will increase its annual share buyback target to $17.5 billion starting in the second quarter.</p><p>Regarding capital expenditures, Chevron maintained its guidance of $13 billion to $15 billion in annual organic capital expenditures through 2027, confirmed its guidance for oil and gas production growth of more than 3% annually through 2027, and extended its 12% return on capital used (ROCE) target through 2027 (assuming a Brent crude price of $60).</p><p>In its earnings report in January, the company increased its Dividend per share by 6%, and the board of directors also approved a new $75 billion share repurchase plan-the current share repurchase size announced by Chevron in the coming period is $75 billion, and the specific time period has not been disclosed yet.</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>Chevron CEO: The company is not in a hurry for mergers and acquisitions, but the possibility of consolidation of oil majors exists</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\">\nChevron CEO: The company is not in a hurry for mergers and acquisitions, but the possibility of consolidation of oil majors exists\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\">2023-03-01 12:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>US oil and gas majors<a href=\"https://laohu8.com/S/CVX\">Chevron</a>Chief executive Michael Wirth said on Tuesday that consolidation among the top five oil producers in the West is still possible, but there will be regulatory obstacles.</p><p>Oil business-focused<a href=\"https://laohu8.com/S/USEG\">U.S. Energy</a>Soaring share prices and cash levels of giants have led Wall Street's M&A bosses to talk about possible deals between American and European oil producers, especially as the market value gap between European and American oil giants grows wider, triggering speculation on M&A on Wall Street. Analysts at Citigroup speculated in January that Chevron or<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>(XOM.US) Could Buy From Europe Due To Valuation Differences<a href=\"https://laohu8.com/S/BP\">BP</a>(BP.US), Shell (SHEL.US), or<a href=\"https://laohu8.com/S/TTE\">Total</a>Energy (TTE.US).</p><p>\"I never said never [oil major consolidation],\" Michael Voss said at a media briefing following the company's annual business update to investors. \"But given the reality of getting a plan like this approved, it's not straightforward to execute.\"</p><p>Regulatory and government approvals have made the process more complicated than in the late 1990s, when the number of oil companies increased and share prices were depressed, triggering consolidation among companies that spawned several super-oil giants. \"When there are fewer and fewer people or things overlapping, regulatory challenges and government approvals and so on get a little more complicated,\" Voss said.</p><p>He stressed that Chevron is in no rush to make large-scale mergers and acquisitions in the oil or renewable energy sectors, and that Chevron will remain committed to tightly curbing spending even in times of high energy prices and cash abundance. \"Spending money faster doesn't necessarily lead to better opportunities. It just means spending money faster,\" Voss said. \"We will be patient.\"</p><p>It is understood that Chevron announced at its annual investor conference yesterday that it aims to maintain capital and cost discipline and achieve higher returns while increasing energy supply. Assuming $60 per barrel for Brent crude, Chevron expects annual free cash flow growth of more than 10% and increases its share buyback guidance range to $10 billion to $20 billion per year. In addition, the company will increase its annual share buyback target to $17.5 billion starting in the second quarter.</p><p>Regarding capital expenditures, Chevron maintained its guidance of $13 billion to $15 billion in annual organic capital expenditures through 2027, confirmed its guidance for oil and gas production growth of more than 3% annually through 2027, and extended its 12% return on capital used (ROCE) target through 2027 (assuming a Brent crude price of $60).</p><p>In its earnings report in January, the company increased its Dividend per share by 6%, and the board of directors also approved a new $75 billion share repurchase plan-the current share repurchase size announced by Chevron in the coming period is $75 billion, and the specific time period has not been disclosed yet.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://www.zhitongcaijing.com/content/detail/884968.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/c3b7adcf720c943d13b1316a7ca63357","relate_stocks":{"LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","LU0368265418.SGD":"Blackrock World Energy Fund A2 SGD-H","LU0266512127.USD":"摩根大通环球自然资源 A(acc)","BK4566":"资本集团","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0300736492.USD":"FRANKLIN NATURAL RESOURCES \"A\" (USD) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4559":"巴菲特持仓","BK4588":"碎股","BK4550":"红杉资本持仓","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","CVX":"雪佛龙","LU0456854461.SGD":"JPMorgan Funds - Global Natural Resources A (acc) SGD","BK4201":"综合性石油与天然气企业","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0300736062.USD":"FRANKLIN NATURAL RESOURCES \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","LU0122376428.USD":"贝莱德世界能源基金A2","BK4570":"地缘局势概念股","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/884968.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316765765","content_text":"美国油气巨头雪佛龙首席执行官迈克尔·沃斯(Michael Wirth)在周二表示,西方国家的五大石油生产商之间的整合仍然有可能发生,但将面临监管层面的障碍。以石油业务为重点的美国能源巨头股价和现金水平飙升,令华尔街的并购大佬们开始谈论美国与欧洲石油生产商之间可能达成的交易,尤其是随着欧美石油巨头的市值差距越来越大,引发华尔街关于并购的猜想。花旗集团的分析师1月份曾猜测,雪佛龙或埃克森美孚(XOM.US)可能会因估值差异收购来自欧洲的英国石油(BP.US)、壳牌(SHEL.US)或者道达尔能源(TTE.US)。迈克尔·沃斯在公司向投资者发布年度业务更新后的媒体吹风会上表示:“我从来没有说过永远不会(石油巨头整合)。”“但考虑到要让这样的计划获得批准的现实,执行起来并不简单。”监管机构和政府的批准使这一过程比上世纪90年代末更为复杂,当时石油公司数量增多,股价低迷,引发了公司之间的整合,催生了几家超级石油巨头。沃斯表示:“当重叠的人或物变得越来越少时,监管挑战和政府批准等就会变得有点复杂。”他强调,雪佛龙并不急于在石油或可再生能源领域进行大规模的并购,即使在能源价格高企和现金充裕的时期,雪佛龙仍将致力于严格控制支出。“花钱更快不一定能带来更好的机会。这只是意味着花钱更快。”沃斯表示。“我们将保持耐心。”据了解,雪佛龙昨日在年度投资者会议上宣布,其目标是保持资本和成本纪律,在增加能源供应的同时实现更高的回报。在假设布伦特原油为每桶60美元的情况下,雪佛龙预计年度自由现金流增长将超过10%,并将股票回购指引区间提高至每年100亿至200亿美元。此外,该公司将从第二季度开始将年度股票回购目标提高到175亿美元。关于资本支出方面,雪佛龙维持到2027年年度有机资本支出达130亿至150亿美元的指引,确认了到2027年石油和天然气产量年增长率超过3%的指引,并将12%的已动用资本回报率(ROCE)目标延长至2027年(假设布伦特原油价格为60美元)。在1月公布的财报中,该公司将每股股息提高了6%,董事会还批准了一项新的750亿美元股票回购计划——目前雪佛龙公布的未来一段时间内的股票回购规模为750亿美元,具体的时间段则暂未披露。","news_type":1,"symbols_score_info":{"CVX":1}},"isVote":1,"tweetType":1,"viewCount":1200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940982223,"gmtCreate":1677648734463,"gmtModify":1677648738948,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"💪","listText":"💪","text":"💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940982223","repostId":"1140623032","repostType":4,"isVote":1,"tweetType":1,"viewCount":1673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957706176,"gmtCreate":1677538782396,"gmtModify":1677538786643,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😗","listText":"😗","text":"😗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957706176","repostId":"1106293277","repostType":4,"repost":{"id":"1106293277","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":1677508230,"share":"https://ttm.financial/m/news/1106293277?lang=en_US&edition=fundamental","pubTime":"2023-02-27 22:30","market":"us","language":"zh","title":"Opening | The three major U.S. stock indexes collectively opened higher, and new energy vehicle stocks generally rose","url":"https://stock-news.laohu8.com/highlight/detail?id=1106293277","media":"老虎资讯综合","summary":"2月27日,美股三大指数集体高开,道琼斯指数开盘上涨89.24点,涨幅0.27%,报32906.16点;标普500指数开盘上涨32.89点,涨幅0.83%,报4002.93点;纳斯达克综合指数开盘上涨","content":"<p><html><head></head><body>On February 27, the three major U.S. stock indexes collectively opened higher. The Dow Jones Index opened up 89.24 points, or 0.27%, to 32906.16 points; The S&P 500 index opened up 32.89 points, or 0.83%, to 4,002.93 points; The Nasdaq Composite Index opened up 126.30 points, or 1.11%, to 11,521.24 points.</p><p>New energy vehicle stocks generally rose,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up nearly 5%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up more than 5%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Rose more than 2%.</p><p>Biotech Companies<a href=\"https://laohu8.com/S/SGEN\">Seagen</a>Rose more than 13%,<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Early talks are underway to acquire the company, valued at more than $30 billion.</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>It rose more than 4% and is releasing its own artificial intelligence robot chat tool based on ChatGPT.</p><p><a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It rose by more than 3%. It is reported that Ernie Bot will complete the internal test and go online in March. At present, more than 400 leading companies have announced their participation.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening | The three major U.S. stock indexes collectively opened higher, and new energy vehicle stocks generally rose</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpening | The three major U.S. stock indexes collectively opened higher, and new energy vehicle stocks generally rose\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-02-27 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On February 27, the three major U.S. stock indexes collectively opened higher. The Dow Jones Index opened up 89.24 points, or 0.27%, to 32906.16 points; The S&P 500 index opened up 32.89 points, or 0.83%, to 4,002.93 points; The Nasdaq Composite Index opened up 126.30 points, or 1.11%, to 11,521.24 points.</p><p>New energy vehicle stocks generally rose,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up nearly 5%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up more than 5%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Rose more than 2%.</p><p>Biotech Companies<a href=\"https://laohu8.com/S/SGEN\">Seagen</a>Rose more than 13%,<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Early talks are underway to acquire the company, valued at more than $30 billion.</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>It rose more than 4% and is releasing its own artificial intelligence robot chat tool based on ChatGPT.</p><p><a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It rose by more than 3%. It is reported that Ernie Bot will complete the internal test and go online in March. At present, more than 400 leading companies have announced their participation.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC",".DJI":"道琼斯","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LI":"理想汽车","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","TSLA":"特斯拉","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","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","BIDU":"百度","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","SNAP":"Snap Inc","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","LU0234572021.USD":"高盛美国核心股票组合Acc","SGXZ57979304.SGD":"United Global Healthcare A Acc SGD-H","BK4531":"中概回港概念","PFE":"辉瑞",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","XPEV":"小鹏汽车","PFE.AU":"PANTERA MINERALS LTD",".IXIC":"NASDAQ Composite","SGEN":"Seagen","NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106293277","content_text":"2月27日,美股三大指数集体高开,道琼斯指数开盘上涨89.24点,涨幅0.27%,报32906.16点;标普500指数开盘上涨32.89点,涨幅0.83%,报4002.93点;纳斯达克综合指数开盘上涨126.30点,涨幅1.11%,报11521.24点。新能源汽车股普涨,理想汽车涨近5%,小鹏汽车涨超5%,蔚来、特斯拉涨逾2%。生物技术公司Seagen涨逾13%,辉瑞正就收购该公司进行早期谈判,估值超过300亿美元。Snap涨超4%,正发布基于ChatGPT的自有人工智能机器人聊天工具。百度涨超3%,据悉文心一言将在3月完成内测上线,目前已有400多家头部企业宣布加入。","news_type":1,"symbols_score_info":{"PFE.AU":0.9,"SGEN":0.9,"XPEV":0.9,".SPX":0.9,"BIDU":0.9,"PFE":0.9,".DJI":0.9,".IXIC":0.9,"TSLA":0.9,"NIO":0.9,"LI":0.9,"SNAP":0.9}},"isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9082750293,"gmtCreate":1650606277936,"gmtModify":1676534762932,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"👏","listText":"👏","text":"👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082750293","repostId":"1100768030","repostType":2,"repost":{"id":"1100768030","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651112786,"share":"https://ttm.financial/m/news/1100768030?lang=en_US&edition=fundamental","pubTime":"2022-04-28 10:26","market":"us","language":"en","title":"Intel Earnings: PC Weakness May Weigh on Q1 Results","url":"https://stock-news.laohu8.com/highlight/detail?id=1100768030","media":"Tiger Newspress","summary":"Intel is slated to report its first-quarter 2022 results after the market close on Thursday, April 2","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> is slated to report its first-quarter 2022 results after the market close on Thursday, April 28.</p><p>The company is expected to report EPS of $0.80, down 42.45% from the prior-year quarter. Meanwhile, the latest consensus estimate is calling for revenue of $18.31 billion, down 7.5% from the prior-year quarter.</p><p><b>Latest Results</b></p><p>Intel reported fourth-quarter net income of $4.62 billion, or $1.13 a share, compared with $5.86 billion, or $1.42 a share, in the year-ago period. After adjusting for acquisition-related expenses and other items, Intel reported earnings of $1.09 a share, compared with $1.52 a share from a year ago.</p><p>Revenue rose to $20.53 billion from $19.98 billion in the year-ago quarter.</p><p>Analysts expected adjusted earnings of 90 cents a share on revenue of $18.33 billion, based on Intel's forecast of 90 cents a share and revenue of about $18.3 billion.</p><p>Gross margins for the quarter declined to 55.4% on a GAPP basis, and to 57.7% on a non-GAAP basis. Intel had forecast margins of 53.5% for the fourth quarter.</p><p><b>Intel Q1 Guidance</b></p><p>Chipmaker Intel Corp posted record fourth-quarter revenue, but forecast first-quarter earnings short of Wall Street expectations, as the world's largest chipmaker faces challenges linked to persistent global supply chain problems.</p><p>The company forecast first-quarter earnings per share of 80 cents, compared to an expectation of 86 cents, according to IBES data from Refinitiv.</p><p>The company expects first-quarter revenue of $18.3 billion, above analysts' average estimates of $17.62 billion, according to IBES data from Refinitiv.</p><p><img src=\"https://static.tigerbbs.com/eb775cc932bca7262ee85ec066c5b095\" tg-width=\"865\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><b>Here's what to watch in Intel's upcoming report:</b></p><p>Intel could see headwinds from PC weakness, as Citi sees more bad data.</p><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> may start to experience some headwinds as PC shipments continue to come in below investment firm Citi's estimates.</p><p>Analyst Christopher Danely, who has a neutral rating and a $55 price target on Intel (INTC), noted that March notebook shipments were up 33% month-over-month. However, that was below expectations of a 42% rise. For the first quarter, shipments fell 20% quarter-over-quarter, worse than the 18% decline the bank was expecting.</p><p>"We see this as another yellow flag and believe PC sales could cool off in the second half of 2022 due to a reversion to the mean after two straight years of double-digit growth," Danely wrote, reiterating the neutral rating on <a href=\"https://laohu8.com/S/INTC\">Intel</a>.</p><p>The weakness in the PC market is likely due to the continued shortage in component supplies, some logistical issues and a slowdown in demand for Chromebooks.</p><p>There may be a bit of a rebound in the second quarter, as the firm expects notebook shipments to rise 5% quarter-over-quarter, but that would be at the low end of what it normally is, due to the Russian invasion of Ukraine, which may impact demand in Europe.</p><p>But any rebound is likely to be short-lived, because even if enterprise notebook demand is "stable," Danely pointed out that the consumer market appears to be "decelerating rapidly."</p><p><b>Analyst Opinions:</b></p><p>According to Zacks, For the first quarter of 2022, Intel is expected to post earnings of $0.80 per share, indicating a change of -42.5% from the year-ago quarter.</p><p>The consensus earnings estimate of $3.49 for the current fiscal year indicates a year-over-year change of -36.2%.</p><p>For the next fiscal year, the consensus earnings estimate of $3.71 indicates a change of +6.3% from what Intel is expected to report a year ago. Over the past month, the estimate has remained unchanged.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Earnings: PC Weakness May Weigh on Q1 Results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Earnings: PC Weakness May Weigh on Q1 Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-28 10:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> is slated to report its first-quarter 2022 results after the market close on Thursday, April 28.</p><p>The company is expected to report EPS of $0.80, down 42.45% from the prior-year quarter. Meanwhile, the latest consensus estimate is calling for revenue of $18.31 billion, down 7.5% from the prior-year quarter.</p><p><b>Latest Results</b></p><p>Intel reported fourth-quarter net income of $4.62 billion, or $1.13 a share, compared with $5.86 billion, or $1.42 a share, in the year-ago period. After adjusting for acquisition-related expenses and other items, Intel reported earnings of $1.09 a share, compared with $1.52 a share from a year ago.</p><p>Revenue rose to $20.53 billion from $19.98 billion in the year-ago quarter.</p><p>Analysts expected adjusted earnings of 90 cents a share on revenue of $18.33 billion, based on Intel's forecast of 90 cents a share and revenue of about $18.3 billion.</p><p>Gross margins for the quarter declined to 55.4% on a GAPP basis, and to 57.7% on a non-GAAP basis. Intel had forecast margins of 53.5% for the fourth quarter.</p><p><b>Intel Q1 Guidance</b></p><p>Chipmaker Intel Corp posted record fourth-quarter revenue, but forecast first-quarter earnings short of Wall Street expectations, as the world's largest chipmaker faces challenges linked to persistent global supply chain problems.</p><p>The company forecast first-quarter earnings per share of 80 cents, compared to an expectation of 86 cents, according to IBES data from Refinitiv.</p><p>The company expects first-quarter revenue of $18.3 billion, above analysts' average estimates of $17.62 billion, according to IBES data from Refinitiv.</p><p><img src=\"https://static.tigerbbs.com/eb775cc932bca7262ee85ec066c5b095\" tg-width=\"865\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><b>Here's what to watch in Intel's upcoming report:</b></p><p>Intel could see headwinds from PC weakness, as Citi sees more bad data.</p><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> may start to experience some headwinds as PC shipments continue to come in below investment firm Citi's estimates.</p><p>Analyst Christopher Danely, who has a neutral rating and a $55 price target on Intel (INTC), noted that March notebook shipments were up 33% month-over-month. However, that was below expectations of a 42% rise. For the first quarter, shipments fell 20% quarter-over-quarter, worse than the 18% decline the bank was expecting.</p><p>"We see this as another yellow flag and believe PC sales could cool off in the second half of 2022 due to a reversion to the mean after two straight years of double-digit growth," Danely wrote, reiterating the neutral rating on <a href=\"https://laohu8.com/S/INTC\">Intel</a>.</p><p>The weakness in the PC market is likely due to the continued shortage in component supplies, some logistical issues and a slowdown in demand for Chromebooks.</p><p>There may be a bit of a rebound in the second quarter, as the firm expects notebook shipments to rise 5% quarter-over-quarter, but that would be at the low end of what it normally is, due to the Russian invasion of Ukraine, which may impact demand in Europe.</p><p>But any rebound is likely to be short-lived, because even if enterprise notebook demand is "stable," Danely pointed out that the consumer market appears to be "decelerating rapidly."</p><p><b>Analyst Opinions:</b></p><p>According to Zacks, For the first quarter of 2022, Intel is expected to post earnings of $0.80 per share, indicating a change of -42.5% from the year-ago quarter.</p><p>The consensus earnings estimate of $3.49 for the current fiscal year indicates a year-over-year change of -36.2%.</p><p>For the next fiscal year, the consensus earnings estimate of $3.71 indicates a change of +6.3% from what Intel is expected to report a year ago. Over the past month, the estimate has remained unchanged.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100768030","content_text":"Intel is slated to report its first-quarter 2022 results after the market close on Thursday, April 28.The company is expected to report EPS of $0.80, down 42.45% from the prior-year quarter. Meanwhile, the latest consensus estimate is calling for revenue of $18.31 billion, down 7.5% from the prior-year quarter.Latest ResultsIntel reported fourth-quarter net income of $4.62 billion, or $1.13 a share, compared with $5.86 billion, or $1.42 a share, in the year-ago period. After adjusting for acquisition-related expenses and other items, Intel reported earnings of $1.09 a share, compared with $1.52 a share from a year ago.Revenue rose to $20.53 billion from $19.98 billion in the year-ago quarter.Analysts expected adjusted earnings of 90 cents a share on revenue of $18.33 billion, based on Intel's forecast of 90 cents a share and revenue of about $18.3 billion.Gross margins for the quarter declined to 55.4% on a GAPP basis, and to 57.7% on a non-GAAP basis. Intel had forecast margins of 53.5% for the fourth quarter.Intel Q1 GuidanceChipmaker Intel Corp posted record fourth-quarter revenue, but forecast first-quarter earnings short of Wall Street expectations, as the world's largest chipmaker faces challenges linked to persistent global supply chain problems.The company forecast first-quarter earnings per share of 80 cents, compared to an expectation of 86 cents, according to IBES data from Refinitiv.The company expects first-quarter revenue of $18.3 billion, above analysts' average estimates of $17.62 billion, according to IBES data from Refinitiv.Here's what to watch in Intel's upcoming report:Intel could see headwinds from PC weakness, as Citi sees more bad data.Intel may start to experience some headwinds as PC shipments continue to come in below investment firm Citi's estimates.Analyst Christopher Danely, who has a neutral rating and a $55 price target on Intel (INTC), noted that March notebook shipments were up 33% month-over-month. However, that was below expectations of a 42% rise. For the first quarter, shipments fell 20% quarter-over-quarter, worse than the 18% decline the bank was expecting.\"We see this as another yellow flag and believe PC sales could cool off in the second half of 2022 due to a reversion to the mean after two straight years of double-digit growth,\" Danely wrote, reiterating the neutral rating on Intel.The weakness in the PC market is likely due to the continued shortage in component supplies, some logistical issues and a slowdown in demand for Chromebooks.There may be a bit of a rebound in the second quarter, as the firm expects notebook shipments to rise 5% quarter-over-quarter, but that would be at the low end of what it normally is, due to the Russian invasion of Ukraine, which may impact demand in Europe.But any rebound is likely to be short-lived, because even if enterprise notebook demand is \"stable,\" Danely pointed out that the consumer market appears to be \"decelerating rapidly.\"Analyst Opinions:According to Zacks, For the first quarter of 2022, Intel is expected to post earnings of $0.80 per share, indicating a change of -42.5% from the year-ago quarter.The consensus earnings estimate of $3.49 for the current fiscal year indicates a year-over-year change of -36.2%.For the next fiscal year, the consensus earnings estimate of $3.71 indicates a change of +6.3% from what Intel is expected to report a year ago. Over the past month, the estimate has remained unchanged.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147718806,"gmtCreate":1626391255705,"gmtModify":1703759087968,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147718806","repostId":"2151575910","repostType":4,"repost":{"id":"2151575910","kind":"highlight","pubTimestamp":1626384989,"share":"https://ttm.financial/m/news/2151575910?lang=en_US&edition=fundamental","pubTime":"2021-07-16 05:36","market":"fut","language":"zh","title":"Foreign media headlines: The Fed ignores hot inflation! The market contains unexpected risks","url":"https://stock-news.laohu8.com/highlight/detail?id=2151575910","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:\n\n1、鲍威尔再次被追问通胀问题 称美联储正关注风险\n\n\n2、El-Erian:美联储无视通胀火爆 将面临政策失误或市场意外风险\n\n\n3、央行数字货币或对","content":"<p><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. Powell was once again questioned about inflation, saying the Fed is paying attention to risks</b><b>2. El-Erian: The Fed will face policy mistakes or market surprise risks if it ignores hot inflation</b><b>3. Central bank digital currencies may compete with cryptocurrencies. Bitcoin accelerates its decline amid such concerns</b><b>4. U.S. residential sales decline, buyers' competition leads to scarce market stock</b><b>5. Fed Evans: More progress needs to be made on employment before tapering</b><b>6、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn of Ark Fund repeating'bull trap 'from dot-com era</b><img src=\"https://static.tigerbbs.com/839101c234b07aa0606aef304368acf7\" tg-width=\"500\" tg-height=\"349\" referrerpolicy=\"no-referrer\"></p><p><b>Powell asked again about inflation, saying Fed is watching risks</b></p><p>Fed Chairman Jerome Powell defended the stance of keeping policy accommodative for the second day in a row, despite inflation reaching troubling levels.</p><p>He told the Senate Banking Committee on Thursday: \"This shock that the system has experienced is related to the restart of the economy and has pushed the inflation rate well above 2%, and of course we are uneasy about this.\"</p><p>Powell called the current price rise a \"unique\" phenomenon in history and said the Fed is closely observing whether its expectations of temporarily high inflation are correct and whether inflation may last longer.</p><p>\"So we're trying to understand the basics and the risks,\" he said.</p><p>Powell said that the price surge so far has largely been in limited segments such as used cars, reiterating that he expects these increases to be temporary.</p><p>\"This is temporary, and from this perspective, it doesn't make sense to react to it,\" he said.</p><p><img src=\"https://static.tigerbbs.com/034fc45bd0cb53c1c7b4b56d452cc8a7\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>El-Erian: The Fed will face the risk of policy mistakes or market surprises if it ignores hot inflation</b></p><p>El-Erian, chief economic adviser of Allianz, published a column saying that it is a serious fact that both CPI and PPI in the United States have risen. It shows that the inflation rate that actually happens is being accompanied by additional inflation rates in the making. This goes against the Fed's repeated view that inflation is transitory, especially as the base effect has largely faded out.</p><p>A big event this week was Fed Chairman Jerome Powell's congressional hearing on Wednesday, when he acknowledged that inflation has been higher than the Fed's expectations and has lasted longer. When it comes to policy implications, however, he immediately reverts to the oft-repeated \"temporary\" mantra in favor of unchanged policy stance. John Williams, president of the Federal Reserve Bank of new york, delivered a similar message on Monday, confirming that two of the three most influential Fed officials--who are also the policymakers that the market is most concerned about--still prefer to maintain ultra-stimulating policies, despite the repeated underestimation of economic growth and inflation.</p><p>El-Erian believes that the longer the Fed's current policy allocation lasts, the greater the risk of monetary policy mistakes. And the longer the economy-policy disconnect lasts, the more risk-taking behaviors in the market will be, and the greater the risk of unexpected.</p><p><img src=\"https://static.tigerbbs.com/d0aeb4f41704121f0f395f77be2e94e0\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p><b>Central bank digital currencies may compete with cryptocurrencies Bitcoin accelerates its decline amid such concerns</b></p><p>The outlook for cryptocurrencies and central bank digital currencies (CBDCs) has once again become the focus of attention. Federal Reserve Chairman Jerome Powell emphasized at a hearing this week that it needs to be done the right way. At the same time, the European Central Bank has taken a major step towards digital currency, approving the digital euro project to enter the \"investigation phase\", which may eventually lead to the implementation of the digital euro around the middle of 2021-2030.</p><p>\"With the world<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>Exploring the idea of digital currencies, investors realize that there is a lot of competition in the space. This could dilute the valuation of some digital assets currently in use, \"said Brian Vendig, president of MJP Wealth Advisors. \"Investors are weighing a lot of things, and digital assets may lose some of their shine due to their instability.\"</p><p>The prospect of central banks developing digital currencies may put pressure on cryptocurrencies, a view shared by others. Susannah Streeter, senior investment and markets analyst at Hargreaves Lansdown, said: \"The loss of cryptocurrency edge comes amid growing speculation about the impact of digital currency rollout by central banks.\"</p><p><img src=\"https://static.tigerbbs.com/d7ae005dad5c04b425766f93266c60b9\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\"></p><p><b>U.S. residential sales fall, buyer scramble leads to scarce market stock</b></p><p>In the most competitive real estate market in U.S. history, sales are beginning to stall.</p><p><a href=\"https://laohu8.com/S/RDFN\">Redfin Corp</a>Seasonally adjusted data showed that the transaction volume of real estate in the United States fell by 1.2% month-on-month in June, the largest monthly decline in the same period since records began in 2012. Inventory has reached the lowest level in history, and it is sold within 14 days of listing on average, which is the fastest speed ever.</p><p>Remote work, coupled with extremely low mortgage rates, has sent buyers flocking to American suburbs and affordable cities. The median home price in June rose 25% from a year earlier to a record $386,888.</p><p>\"We are entering a new phase in the housing market,\" Redfin chief economist Daryl Fairweather said in an announcement. \"Price increases are beyond the reach of many buyers.\"</p><p><img src=\"https://static.tigerbbs.com/91d5a82b4786c64628f5a7379187ad40\" tg-width=\"550\" tg-height=\"329\" referrerpolicy=\"no-referrer\"></p><p><b>Fed Evans: More progress on jobs needed before tapering</b></p><p>Charles Evans, president of the Federal Reserve Bank of Chicago, said on Thursday that U.S. employment growth was lower than he expected and that the job market needed more improvement before the Federal Reserve began to reduce support for the economy.</p><p>Evans said: \"Given that job growth has been lower than I expected in recent months, I would say that we still need to do more to reach the threshold of'substantial further progress' in adjusting the monetary policy stance.\"</p><p>Evans said it will take \"more than a few months\" to determine the right time to reduce the weight.</p><p>On the issue of inflation, Evans said he is confident enough that high inflation will be temporary. If inflation looks more persistent, then the Fed may need to adjust its stance earlier.</p><p>Evans believes that the United States will see substantial further progress before the end of the year, and still believes that the Fed will make a rate hike in 2024.</p><p><img src=\"https://static.tigerbbs.com/deb2be8133054345917ff3f2e7aca29e\" tg-width=\"536\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn of Ark Fund repeating'bull trap 'from dot-com era</b></p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Shawn Quigg believes that Cathie Wood's flagship ETF is showing a lot of bubbly nature, similar to the growth stock fund in 2000, and investors should consider shorting it through options.</p><p>The derivatives strategist believes a second-half rise in U.S. Treasury Bond yields could trigger<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(symbol ARKK) fell. The fund has gained about 19% since mid-May.</p><p>\"Entering a bull trap reversal,\" Quigg wrote in a client note Thursday. \"Potential rising yields could be a catalyst to accelerate ARKK's decline, coupled with large conventional tech stocks continuing to outperform disruptive tech stocks, prompting ARKK to enter a sell-off phase.\"</p><p>The U.S. 10-year Treasury Bond yield has fallen more than 40 basis points from its recent high in late March to around 1.32%, helping to fuel ARKK's rally. Quigg believes this is a technical trend that will reverse as the economy reopens trading and regains its foothold for the rest of the year.</p>","source":"XLCJ","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>Foreign media headlines: The Fed ignores hot inflation! The market contains unexpected risks</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\">\nForeign media headlines: The Fed ignores hot inflation! The market contains unexpected risks\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-07-16 05:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. Powell was once again questioned about inflation, saying the Fed is paying attention to risks</b><b>2. El-Erian: The Fed will face policy mistakes or market surprise risks if it ignores hot inflation</b><b>3. Central bank digital currencies may compete with cryptocurrencies. Bitcoin accelerates its decline amid such concerns</b><b>4. U.S. residential sales decline, buyers' competition leads to scarce market stock</b><b>5. Fed Evans: More progress needs to be made on employment before tapering</b><b>6、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn of Ark Fund repeating'bull trap 'from dot-com era</b><img src=\"https://static.tigerbbs.com/839101c234b07aa0606aef304368acf7\" tg-width=\"500\" tg-height=\"349\" referrerpolicy=\"no-referrer\"></p><p><b>Powell asked again about inflation, saying Fed is watching risks</b></p><p>Fed Chairman Jerome Powell defended the stance of keeping policy accommodative for the second day in a row, despite inflation reaching troubling levels.</p><p>He told the Senate Banking Committee on Thursday: \"This shock that the system has experienced is related to the restart of the economy and has pushed the inflation rate well above 2%, and of course we are uneasy about this.\"</p><p>Powell called the current price rise a \"unique\" phenomenon in history and said the Fed is closely observing whether its expectations of temporarily high inflation are correct and whether inflation may last longer.</p><p>\"So we're trying to understand the basics and the risks,\" he said.</p><p>Powell said that the price surge so far has largely been in limited segments such as used cars, reiterating that he expects these increases to be temporary.</p><p>\"This is temporary, and from this perspective, it doesn't make sense to react to it,\" he said.</p><p><img src=\"https://static.tigerbbs.com/034fc45bd0cb53c1c7b4b56d452cc8a7\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>El-Erian: The Fed will face the risk of policy mistakes or market surprises if it ignores hot inflation</b></p><p>El-Erian, chief economic adviser of Allianz, published a column saying that it is a serious fact that both CPI and PPI in the United States have risen. It shows that the inflation rate that actually happens is being accompanied by additional inflation rates in the making. This goes against the Fed's repeated view that inflation is transitory, especially as the base effect has largely faded out.</p><p>A big event this week was Fed Chairman Jerome Powell's congressional hearing on Wednesday, when he acknowledged that inflation has been higher than the Fed's expectations and has lasted longer. When it comes to policy implications, however, he immediately reverts to the oft-repeated \"temporary\" mantra in favor of unchanged policy stance. John Williams, president of the Federal Reserve Bank of new york, delivered a similar message on Monday, confirming that two of the three most influential Fed officials--who are also the policymakers that the market is most concerned about--still prefer to maintain ultra-stimulating policies, despite the repeated underestimation of economic growth and inflation.</p><p>El-Erian believes that the longer the Fed's current policy allocation lasts, the greater the risk of monetary policy mistakes. And the longer the economy-policy disconnect lasts, the more risk-taking behaviors in the market will be, and the greater the risk of unexpected.</p><p><img src=\"https://static.tigerbbs.com/d0aeb4f41704121f0f395f77be2e94e0\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p><b>Central bank digital currencies may compete with cryptocurrencies Bitcoin accelerates its decline amid such concerns</b></p><p>The outlook for cryptocurrencies and central bank digital currencies (CBDCs) has once again become the focus of attention. Federal Reserve Chairman Jerome Powell emphasized at a hearing this week that it needs to be done the right way. At the same time, the European Central Bank has taken a major step towards digital currency, approving the digital euro project to enter the \"investigation phase\", which may eventually lead to the implementation of the digital euro around the middle of 2021-2030.</p><p>\"With the world<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>Exploring the idea of digital currencies, investors realize that there is a lot of competition in the space. This could dilute the valuation of some digital assets currently in use, \"said Brian Vendig, president of MJP Wealth Advisors. \"Investors are weighing a lot of things, and digital assets may lose some of their shine due to their instability.\"</p><p>The prospect of central banks developing digital currencies may put pressure on cryptocurrencies, a view shared by others. Susannah Streeter, senior investment and markets analyst at Hargreaves Lansdown, said: \"The loss of cryptocurrency edge comes amid growing speculation about the impact of digital currency rollout by central banks.\"</p><p><img src=\"https://static.tigerbbs.com/d7ae005dad5c04b425766f93266c60b9\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\"></p><p><b>U.S. residential sales fall, buyer scramble leads to scarce market stock</b></p><p>In the most competitive real estate market in U.S. history, sales are beginning to stall.</p><p><a href=\"https://laohu8.com/S/RDFN\">Redfin Corp</a>Seasonally adjusted data showed that the transaction volume of real estate in the United States fell by 1.2% month-on-month in June, the largest monthly decline in the same period since records began in 2012. Inventory has reached the lowest level in history, and it is sold within 14 days of listing on average, which is the fastest speed ever.</p><p>Remote work, coupled with extremely low mortgage rates, has sent buyers flocking to American suburbs and affordable cities. The median home price in June rose 25% from a year earlier to a record $386,888.</p><p>\"We are entering a new phase in the housing market,\" Redfin chief economist Daryl Fairweather said in an announcement. \"Price increases are beyond the reach of many buyers.\"</p><p><img src=\"https://static.tigerbbs.com/91d5a82b4786c64628f5a7379187ad40\" tg-width=\"550\" tg-height=\"329\" referrerpolicy=\"no-referrer\"></p><p><b>Fed Evans: More progress on jobs needed before tapering</b></p><p>Charles Evans, president of the Federal Reserve Bank of Chicago, said on Thursday that U.S. employment growth was lower than he expected and that the job market needed more improvement before the Federal Reserve began to reduce support for the economy.</p><p>Evans said: \"Given that job growth has been lower than I expected in recent months, I would say that we still need to do more to reach the threshold of'substantial further progress' in adjusting the monetary policy stance.\"</p><p>Evans said it will take \"more than a few months\" to determine the right time to reduce the weight.</p><p>On the issue of inflation, Evans said he is confident enough that high inflation will be temporary. If inflation looks more persistent, then the Fed may need to adjust its stance earlier.</p><p>Evans believes that the United States will see substantial further progress before the end of the year, and still believes that the Fed will make a rate hike in 2024.</p><p><img src=\"https://static.tigerbbs.com/deb2be8133054345917ff3f2e7aca29e\" tg-width=\"536\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn of Ark Fund repeating'bull trap 'from dot-com era</b></p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Shawn Quigg believes that Cathie Wood's flagship ETF is showing a lot of bubbly nature, similar to the growth stock fund in 2000, and investors should consider shorting it through options.</p><p>The derivatives strategist believes a second-half rise in U.S. Treasury Bond yields could trigger<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(symbol ARKK) fell. The fund has gained about 19% since mid-May.</p><p>\"Entering a bull trap reversal,\" Quigg wrote in a client note Thursday. \"Potential rising yields could be a catalyst to accelerate ARKK's decline, coupled with large conventional tech stocks continuing to outperform disruptive tech stocks, prompting ARKK to enter a sell-off phase.\"</p><p>The U.S. 10-year Treasury Bond yield has fallen more than 40 basis points from its recent high in late March to around 1.32%, helping to fuel ARKK's rally. Quigg believes this is a technical trend that will reverse as the economy reopens trading and regains its foothold for the rest of the year.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-07-16/doc-ikqciyzk5721733.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","UPRO":"三倍做多标普500ETF-ProShares","DJX":"1/100道琼斯","SDS":"两倍做空标普500 ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","DDM":"2倍做多道指ETF-ProShares","QQQ":"纳指100ETF","IVV":"标普500ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","TQQQ":"纳指三倍做多ETF","DOG":"道指ETF-ProShares做空","SPY":"标普500ETF",".DJI":"道琼斯","DXD":"两倍做空道琼30指数ETF-ProShares","SH":"做空标普500-Proshares","UDOW":"三倍做多道指30ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","OEX":"标普100"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-07-16/doc-ikqciyzk5721733.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151575910","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:\n\n1、鲍威尔再次被追问通胀问题 称美联储正关注风险\n\n\n2、El-Erian:美联储无视通胀火爆 将面临政策失误或市场意外风险\n\n\n3、央行数字货币或对加密货币构成竞争 比特币在这种担忧中加速下跌\n\n\n4、美国住宅销量下滑 买家争抢导致市场存量稀缺\n\n\n5、美联储埃文斯:在减码之前需在就业方面取得更多进展\n\n\n6、摩根大通策略师警告Ark Fund重蹈网络泡沫时代的“牛市陷阱”\n\n\n鲍威尔再次被追问通胀问题 称美联储正关注风险\n尽管通胀达到令人不安的水平,美联储主席鲍威尔还是连续第二天为保持政策宽松的立场辩护。\n他于周四对参议院银行业委员会表示:“系统经受的这个冲击与经济重启有关,并使通胀率远超2%,当然我们对此感到不安。”\n鲍威尔将当前价格上涨称为史上“独特”现象,并表示美联储正密切观察其关于通胀暂时高企的预期是否正确,通胀是否可能持续更久。\n“所以我们正努力了解基本情形及风险,”他表示。\n鲍威尔表示,迄今为止价格飙升的主要是二手车等有限领域,重申他预计这些上涨是暂时的。\n“这是暂时的,就这个角度而言,对此作出反应没有意义,”他说道。\n\nEl-Erian:美联储无视通胀火爆 将面临政策失误或市场意外风险\n安联首席经济顾问El-Erian发表专栏文章称,美国CPI和PPI双双走高是严重的事实。它表明,实际发生的通胀率正伴随着酝酿中的额外通胀率。这有悖于美联储一再认为通胀是暂时的观点,尤其是在基数效应已经基本淡出的情况下。\n本周的一个重要事件是美联储主席鲍威尔周三的国会听证会,当时他承认通胀一直高于美联储预期,并且持续时间更长。然而,在谈到政策影响时,他立即回到了经常重复的“暂时性”口头禅,以支持政策立场不变。纽约联邦储备银行行长John Williams周一传递了类似的信息,证实了三位最有影响力美联储官员中的两位--这也是市场最为关注的决策者--仍然倾向于维持超刺激性政策,尽管经济增速和通胀一再被低估。\nEl-Erian认为,美联储当前政策配置持续的时间越长,货币政策出现失误的风险就越大。而经济-政策脱节持续的时间越长,市场中的冒险行为就会越多,出现意外的风险也就越大。\n\n央行数字货币或对加密货币构成竞争 比特币在这种担忧中加速下跌\n加密货币和央行数字货币(CBDC)前景再度成为关注焦点。美联储主席鲍威尔在本周听证会上强调,需要以正确方式做这件事。与此同时,欧洲央行向数字货币迈出重大一步,批准数字欧元项目进入“调查阶段”,这可能最终使数字欧元在2021-2030年中期左右落地。\n“随着世界各地中央银行探讨数字货币的想法,投资者意识到该领域存在很多竞争。这可能会稀释目前使用的一些数字资产的估值,”MJP Wealth Advisors总裁 Brian Vendig表示。“投资者正在权衡很多因素,数字资产可能因其不稳定性而失去一些光芒。”\n央行开发数字货币的前景可能给加密货币带来压力,这个观点得到了其他人赞同。Hargreaves Lansdown高级投资和市场分析师 Susannah Streeter表示:“加密货币失去优势正值人们对各央行推出数字货币的影响抱有越来越多猜测。”\n\n美国住宅销量下滑 买家争抢导致市场存量稀缺\n在美国历史上竞争最激烈的房地产市场,销售开始停滞。\nRedfin Corp.的季节性因素调整后数据显示,美国6月份房产交易量环比下降1.2%,是2012年有记录以来最大同期月度降幅。库存达到历史最低,平均挂牌14天即售出,是有史以来最快速度。\n远程工作加上极低的抵押贷款利率,令大量买家涌向美国郊区和房价实惠的城市。6月房价中值较上年同期上涨25%,达到创纪录的386,888美元。\n“我们进入了房地产市场的新阶段,”Redfin首席经济学家Daryl Fairweather在一份公告中说。“价格上涨超出了许多买家的承受能力。”\n\n美联储埃文斯:在减码之前需在就业方面取得更多进展\n芝加哥联邦储备银行行长查尔斯-埃文斯(Charles Evans)周四表示,美国就业增长低于他的预期,在美联储开始减少对经济的支持之前,就业市场还需要更多的改善。\n埃文斯称:“鉴于最近几个月就业增长低于我的预期,我要说的是,我们还需要做更多的事情,才能达到调整货币政策立场的‘实质性的进一步进展’的门槛。”\n埃文斯表示,需要“几个月多”的时间来确定减码的合适时机。\n在通胀问题上,埃文斯表示,他有足够的信心,认为高通胀将是暂时的。如果通胀看起来更持久,那么美联储可能需要早些调整立场。\n埃文斯认为,美国将在年底前看到实质性的进一步进展,仍认为美联储将于2024年加息。\n\n摩根大通策略师警告Ark Fund重蹈网络泡沫时代的“牛市陷阱”\n摩根大通的Shawn Quigg认为,Cathie Wood的旗舰ETF正在显示出很多泡沫性质,类似于2000年的增长股基金,投资者应考虑通过期权做空它。\n这位衍生品策略师认为,美国国债收益率下半年的上升可能会触发ARK Innovation ETF(代码ARKK)下跌。该基金自5月中旬以来已上涨约19%。\n“进入牛市陷阱逆转,”Quigg在周四的客户报告中写道。“潜在的收益率上升可能是加速ARKK下跌的催化剂,加上大型常规性科技股继续跑赢破坏性科技股,促使ARKK进入抛售阶段。”\n美国10年期国债收益率已经从3月底的近期高点下跌逾40个基点,至1.32%左右,帮助推动了ARKK的反弹。Quigg认为这是一个技术性行情,随着经济重开交易在今年余下时间里重新立足,上述行情将逆转。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,".SPX":0.9,"SPY":0.9,"QID":0.9,"NQmain":0.9,"QLD":0.9,"DXD":0.9,".DJI":0.9,"UDOW":0.9,"DDM":0.9,"MNQmain":0.9,"UPRO":0.9,"ESmain":0.9,"DOG":0.9,".IXIC":0.9,"SH":0.9,"OEX":0.9,"OEF":0.9,"SDOW":0.9,"SDS":0.9,"QQQ":0.9,"SPXU":0.9,"SSO":0.9,"DJX":0.9,"TQQQ":0.9,"SQQQ":0.9,"IVV":0.9,"PSQ":0.9}},"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905317846,"gmtCreate":1659830418187,"gmtModify":1703766761730,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😝","listText":"😝","text":"😝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905317846","repostId":"1151833716","repostType":4,"repost":{"id":"1151833716","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":1659747289,"share":"https://ttm.financial/m/news/1151833716?lang=en_US&edition=fundamental","pubTime":"2022-08-06 08:54","market":"hk","language":"zh","title":"Last night and this morning | Violent rate hike is expected to rekindle! Another \"epic\" demon stock \"\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1151833716","media":"老虎资讯综合","summary":"市场预测美联储第三次加息75个基点的概率接近70%。拜登当天在发表讲话时表示,“美国政府将让骗子偿还其偷来的东西,并根据法律追究其责任”。","content":"<p><html><head></head><body>Abstract: ① The U.S. non-farm payrolls data in July far exceeded expectations, strengthening market expectations that the Federal Reserve insists on aggressive rate hike to curb inflation; ② Hong Kong-funded securities firm Zhifu Financing soared 50 times on the first day of listing.<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>Fell nearly 10%; ③ The Moscow Exchange will allow non-residents from friendly countries to enter the forward market for trading from August 8th. Details > > Overseas markets</p><p>1. Non-agricultural data strengthens Fed rate hike expectations, U.S. stocks close mixed</p><p>US stocks U.S. stocks closed mixed on Friday. Both the Nasdaq and S&P 500 recorded gains this week. U.S. non-farm payrolls data in July far exceeded expectations, reinforcing market expectations that the Federal Reserve will insist on aggressive rate hike to curb inflation. The market predicts that the probability of the Fed's third rate hike of 75 basis points is close to 70%.</p><p>The Dow rose 76.65 points, or 0.23%, to 32803.47 points; The Nasdaq fell 63.03 points, or 0.50%, to 12657.55 points; The S&P 500 fell 6.75 points, or 0.16%, to 4,145.19 points.</p><p>2. Popular Chinese concept stocks closed mixed on Friday. Zhifu Capital once soared 50 times on the first day of listing<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>Fell nearly 10%</p><p>Popular Chinese concept stocks closed mixed on Friday, with the Nasdaq China Golden Dragon Index closing down 1.83%.</p><p>Hong Kong-funded securities firm Zhifu Financing closed up 2325.00% on the first day of listing, and the intraday increase once reached 5262%. The IPO issue price was only US $4, and the stock price once reached US $235.95 during the session, triggering multiple circuit breakers;<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>After falling for three consecutive days, it closed down nearly 10%, and the stock price dropped by more than 70% from its peak.</p><p>3. Major European stock indexes collectively closed down, Germany's DAX30 index fell 0.6%</p><p>The U.S. monthly non-farm payrolls data performed stronger than expected, rate hike expectations heated up, and major European stock indexes collectively closed down. Among them, the German DAX30 index fell 0.6%,<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.12%, the French CAC40 index fell 0.63%, and the European Stoxx 50 index fell 0.77%.</p><p>4. U.S. WTI crude oil closed up 0.5% on Friday and fell 9.7% this week.</p><p>International crude oil futures prices closed slightly higher on Friday, with U.S. WTI oil prices rebounding from their lowest level since February. But recession fears sent WTI crude oil recording a nearly 10% decline this week.</p><p>West Texas Intermediate crude oil (WTI) futures for September delivery rose 47 cents, or 0.53%, to settle at $89.01 a barrel on the New York Mercantile Exchange. WTI crude oil has fallen by more than 9.7% this week.</p><p>5. New York gold futures closed down 0.7% on Friday, and non-agricultural data put pressure on gold prices</p><p>U.S. gold futures prices closed lower on Friday. The U.S. non-farm payrolls report in July eased concerns about an economic recession, and at the same time strengthened market expectations that the Federal Reserve will adhere to aggressive tightening policies, putting pressure on gold futures prices.</p><p>The settlement price of gold futures for December delivery on the New York Mercantile Exchange closed down 0.7% at $1,778 an ounce.</p><p>International macro</p><p>1. The U.S. non-agricultural surge of 528,000 in July \"frightened\" the market! The Fed gets \"ammunition\" for tightening again</p><p>Both U.S. non-farm payrolls and the unemployment rate have returned to pre-pandemic levels.</p><p>Rising recession fears don't seem to be affecting the heat of the U.S. job market. Data released by the U.S. Bureau of Labor Statistics on the 5th showed that the number of new jobs in the U.S. non-agricultural sector jumped by 528,000 in July this year, significantly higher than the expected 258,000. The average of 388,000 in the previous four months was 388,000. In that month, the U.S. unemployment rate fell slightly by 0.1 percentage points to 3.5%, and the average hourly wage of employees increased by 5.2% year-on-year, higher than market expectations of 4.9%.</p><p>So far, the total non-farm employment population and unemployment rate in the United States have returned to pre-COVID-19 pandemic levels in February 2020, continuing to strengthen and support the hawkish stance of the Federal Reserve.</p><p>2. Hot employment data and market prices reflect the possibility of rate hike during the two meetings of the Federal Reserve</p><p>In response to the stronger-than-expected U.S. employment data in July, interest rate futures traders acknowledged that Fed policymakers may make another rate hike ahead of the next regular policy meeting in September.</p><p>In August, the price of Federal Funds rate futures once fell to 97.64, and the implied interest rate level was 2.36%, which was 3 basis points higher than the current effective Federal Funds rate. The current effective Federal Funds rate is within the Federal Funds rate target range of 2.25%-2.5% announced by the Federal Reserve on July 27.</p><p>The implied rate of interest rate futures then stabilised at around 2.345%, suggesting that there is little chance of a rate hike between the meetings. However, the unusually long interval between July and September may bring additional risks.</p><p>3. The U.S. job market recorded the second fastest recovery since 1981, and the Federal Reserve may rate hike by 75 basis points</p><p>The United States created 528,000 new non-farm jobs in July, more than twice what economists expected, and the job market returned to pre-epidemic levels.</p><p>While the labor market contraction during the pandemic was the worst in modern history, the rebound marked the second-fastest recovery of the job market since 1981. Michael Pearce, senior U.S. economist at Capital Economics, said that the non-farm payrolls report, which unexpectedly far exceeded expectations, also indicated that the Fed is likely to raise interest rates by 75 basis points at its September meeting, which will mark the third consecutive time that the Fed has raised interest rates by such a large margin. rate hike.</p><p>4. U.S. President Biden signed two bills to hold those who use the new crown relief bill to commit frauds accountable</p><p>On August 5, local time, U.S. President Biden signed two bipartisan bills to hold individuals and institutions accountable for using the COVID-19 relief bill to commit fraud. According to CNN, the two bills would extend the time limit for prosecuting fraudsters using the Paycheck Protection Program or the COVID-19 relief bill, extending the statute of limitations for criminal and civil enforcement against borrowers to 10 years. In his speech that day, Biden said, \"The U.S. government will let scammers pay back what they stole and hold them accountable according to the law.\"</p><p>5. New York state health officials warn: Reported cases are only the tip of the iceberg and hundreds of people are infected with polio</p><p>On August 4th, local time, health officials in New York State said that poliovirus was detected in sewage outside new york City, indicating that the virus was spreading in the community. Now these officials have once again warned that the reported cases are only the \"tip of the iceberg\" and hundreds more may be infected with poliovirus.</p><p>New York State Health Commissioner Dr. Mary Bassett said in a statement that in July, a case of polio (polio) was reported in Rockland County, New York, the first in the United States in nearly a decade. Later, sewage samples tested positive for the polio virus, suggesting a larger outbreak is on the way.</p><p>6. U.S. consumer credit surged by more than $40 billion, the second highest increase in history</p><p>U.S. consumer credit surged in June on a jump in credit card balances and a record increase in non-revolving credit, including auto and student loans.</p><p>Data released by the Federal Reserve on Friday showed that consumer credit increased by $40.2 billion from the previous month, second only to the record $47.1 billion in March. Economists expected a median increase of $27 billion. These figures are not adjusted for inflation.</p><p>Revolving credit balances, including credit cards, increased $14.8 billion and non-revolving credit increased $25.4 billion.</p><p>7. US President Biden still tested positive in Novel Coronavirus and is still in isolation</p><p>On August 5, local time, White House doctors said that US President Biden's Novel Coronavirus test result was still positive. At present, Biden's cough has almost completely improved, his body temperature, pulse, blood pressure, respiratory rate and other indicators are completely normal, and his lungs are clear. Biden is still in quarantine.</p><p>8. Canada's unemployment rate continues to remain historically low in July</p><p>On August 5, local time, the latest labor force survey released by Statistics Canada showed that despite the loss of 31,000 jobs in July, Canada's unemployment rate remained at a historical low of 4.9% in July, the same as in June.</p><p>Canada's labour market remains unusually tight, with more than 1 million vacancies across the country. The unemployment rate is the lowest on record.</p><p>The number of public sector employees declined, while the number of self-employed people increased, and the number of private sector workers remained little changed.</p><p>9. The U.S. Senate plans to vote on the inflation reduction bill on the 6th</p><p>According to a report by CBS on August 5, local time, the U.S. Senate plans to vote on the Inflation Reduction Act of 2022 on the 6th.</p><p>According to reports, after the Democratic Party agreed to change some tax proposals, the Senate made key progress on this bill. Senate Majority Leader Chuck Schumer said at a press conference on the same day that the bill agreement retained the original core contents including reducing the cost of prescription drugs, tackling climate change, plugging tax loopholes, strengthening taxes on large companies and the rich, and reducing deficits.</p><p>It is reported that the policies in the Inflation Reduction Act of 2022 include allocating $369 billion to combat climate change, Medicare's right to negotiate the price of certain drugs, limiting Medicare's out-of-pocket costs, and extending the Affordable Care Act Subsidy for 3 years.</p><p>The situation between Russia and Ukraine</p><p>1. The Moscow Exchange will allow non-residents from friendly countries to enter the forward market for trading from August 8</p><p>The Moscow Exchange of Russia announced on the evening of August 5th that non-residents from friendly countries will be allowed to enter the forward market for trading from August 8th. At the same time, the announcement said that it will announce later when non-residents of friendly countries will be allowed to enter the stock market for trading.</p><p>2. Foreign investors will return to the Russian blending market starting next Monday</p><p>On Friday local time, the Moscow Stock Exchange said that starting next Monday (August 8), investors from \"friendly\" countries will be allowed to return to the Russian stock, bond, REPO, and derivatives markets. Investors who have not imposed sanctions on Russia, or whose ultimate beneficiaries are Russians, will be allowed to trade in Russia.</p><p>Since the Russia-Ukraine conflict, in order to protect the Russian financial market, Russia has introduced a series of market support policies, and foreign investors' transactions have also been restricted.</p><p>Next, foreign investors' transactions will still be restricted, that is, only investors from \"friendly\" countries can trade. The Moscow Exchange pointed out that banks and brokerages providing trading services need to confirm the home country of customers.</p><p>3. Russian Deputy Prime Minister: The presidents of Russia and Turkey have reached a consensus on starting to pay part of Russian natural gas in rubles</p><p>On August 5, local time, Russian Deputy Prime Minister Novak said that Russian President Vladimir Putin and Turkish President Erdogan had reached a consensus on starting to pay part of the cost of natural gas supplied by Russia to Turkey through rubles.</p><p>On the same day, Russian President Vladimir Putin and Turkish President Erdogan held talks in Sochi, Russia, which lasted nearly four hours.</p><p>4. Russia announces sanctions against 62 Canadian citizens</p><p>On August 5, local time, the Russian Ministry of Foreign Affairs issued an announcement stating that in response to Canada's extension of anti-Russian sanctions on June 27 and July 7 this year, Russia decided to ban 62 Canadian citizens from entering Russia. These 62 people include government officials, media reporters, social activists and military officials.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2257117425\" target=\"_blank\">Oracle cuts hundreds of jobs this week, reports say</a></p><p>According to reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>The company laid off hundreds of employees this week as IT prioritized growing its healthcare IT services and cloud businesses.</p><p>The report quoted people familiar with the matter as saying that the layoffs mainly hit<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Employees in the advertising and customer experience departments.</p><p>Oracle's layoffs come as the company recently received regulatory approval to acquire electronic medical records company Cerner Corp for $28.3 billion, putting an increasing focus on the cloud<a href=\"https://laohu8.com/S/HCSG\">Healthcare services</a>。</p><p>2、<a href=\"https://laohu8.com/NW/2257486114\" target=\"_blank\">Another \"epic demon stock\"? Hong Kong-funded securities firm Zhifu Financing soared more than 50 times on the first day of listing</a></p><p>Following AMTD Digital, the U.S. stock market may usher in another epic monster stock. On the first day of listing, Hong Kong-funded securities firm Zhifu Financing soared more than 50 times, and its stock price hit a maximum of US $235.95 per share within the day, triggering circuit breakers several times during the session.</p><p>On Friday (August 5), Eastern Time, Zhifu Capital (stock code MEGL) officially landed in the U.S. stock market with an IPO price of US $4 per share. The company plans to publicly issue 5 million ordinary shares with an opening price of US $50. After violent fluctuations, it finally closed up 2325% to US $97 per share.</p><p>3、<a href=\"https://laohu8.com/NW/2257192191\" target=\"_blank\">AMTD Digital's wild rise turned into a rapid plunge, evaporating US $160 billion in market value in two days</a></p><p>The previously dizzying wild rise of a little-known Hong Kong financial services company came to an abrupt end, followed by a two-day plunge, and the market value of its US-listed stocks shrank by half.</p><p>AMTD Digital, which has been listed on the New York Stock Exchange for less than a month, hit a record high on Tuesday, but then plummeted 52% by Thursday's close, evaporating about $160 billion in its market value, more than<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>And<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The current total market value of such companies.</p><p>On Friday, the stock price continued to fluctuate violently, swinging up and down, triggering a circuit breaker at least once. Despite this, AMTD Digital's trading volume is still very low: as of 9:55 a.m. New York time, there were less than 8,000 shares traded. The stock's total daily turnover has been less than 500,000 shares in each of the past four trading days.</p><p>4、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Will acquire consumer for approximately $1.7 billion<a href=\"https://laohu8.com/S/300024\">Robot</a>Company iRobot Acceleration<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Home Business Growth</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(AMZN.O) announced Friday that it has agreed to acquire consumer for $61 per share for a total of about $1.7 billion<a href=\"https://laohu8.com/S/300024\">Robot</a>Company iRobot (IRBT.O). iRobot's most famous product is the Roomba vacuum cleaner, which will work with voice assistants Alexa and Astro<a href=\"https://laohu8.com/S/300024\">Robot</a>Wait together, join<a href=\"https://laohu8.com/S/AMZN\">Amazon</a><a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Home Features Checklist. Neil Saunders, managing director of GlobalData Retail, called the move part of Amazon's efforts to own some home space through services and accelerate its growth beyond retail. ABI Research analyst Lian Jye Su said Amazon hasn't had much success with home robots, but the acquisition of iRobot and the company's strong market reputation provide a \"huge foothold in the consumer robotics market\" that could help Amazon replicate its Echo line<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The success of the speaker box.</p><p>5、<a href=\"https://laohu8.com/NW/2257711744\" target=\"_blank\">U.S. technology giants collectively downsized, and Amazon lost nearly 100,000 employees in a single quarter</a></p><p>American technology giants collectively downsized, and Amazon lost nearly 100,000 employees in a single season.</p><p>Recently, the international technology giant Amazon (NASDAQ: AMZN) announced its financial report for the second quarter of 2022, with revenue of US $121.2 billion, a year-on-year increase of 7%, and a net loss of US $2 billion, compared with a net profit of US $7.8 billion in the same period last year. Combining the first two quarters of this year, Amazon's net loss was nearly $5.9 billion. It should be pointed out that this is the first time that Amazon has experienced a net loss in its semi-annual report since 2015.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | Violent rate hike is expected to rekindle! Another \"epic\" demon stock \"\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | Violent rate hike is expected to rekindle! Another \"epic\" demon stock \"\"\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-08-06 08:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① The U.S. non-farm payrolls data in July far exceeded expectations, strengthening market expectations that the Federal Reserve insists on aggressive rate hike to curb inflation; ② Hong Kong-funded securities firm Zhifu Financing soared 50 times on the first day of listing.<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>Fell nearly 10%; ③ The Moscow Exchange will allow non-residents from friendly countries to enter the forward market for trading from August 8th. Details > > Overseas markets</p><p>1. Non-agricultural data strengthens Fed rate hike expectations, U.S. stocks close mixed</p><p>US stocks U.S. stocks closed mixed on Friday. Both the Nasdaq and S&P 500 recorded gains this week. U.S. non-farm payrolls data in July far exceeded expectations, reinforcing market expectations that the Federal Reserve will insist on aggressive rate hike to curb inflation. The market predicts that the probability of the Fed's third rate hike of 75 basis points is close to 70%.</p><p>The Dow rose 76.65 points, or 0.23%, to 32803.47 points; The Nasdaq fell 63.03 points, or 0.50%, to 12657.55 points; The S&P 500 fell 6.75 points, or 0.16%, to 4,145.19 points.</p><p>2. Popular Chinese concept stocks closed mixed on Friday. Zhifu Capital once soared 50 times on the first day of listing<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>Fell nearly 10%</p><p>Popular Chinese concept stocks closed mixed on Friday, with the Nasdaq China Golden Dragon Index closing down 1.83%.</p><p>Hong Kong-funded securities firm Zhifu Financing closed up 2325.00% on the first day of listing, and the intraday increase once reached 5262%. The IPO issue price was only US $4, and the stock price once reached US $235.95 during the session, triggering multiple circuit breakers;<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>After falling for three consecutive days, it closed down nearly 10%, and the stock price dropped by more than 70% from its peak.</p><p>3. Major European stock indexes collectively closed down, Germany's DAX30 index fell 0.6%</p><p>The U.S. monthly non-farm payrolls data performed stronger than expected, rate hike expectations heated up, and major European stock indexes collectively closed down. Among them, the German DAX30 index fell 0.6%,<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.12%, the French CAC40 index fell 0.63%, and the European Stoxx 50 index fell 0.77%.</p><p>4. U.S. WTI crude oil closed up 0.5% on Friday and fell 9.7% this week.</p><p>International crude oil futures prices closed slightly higher on Friday, with U.S. WTI oil prices rebounding from their lowest level since February. But recession fears sent WTI crude oil recording a nearly 10% decline this week.</p><p>West Texas Intermediate crude oil (WTI) futures for September delivery rose 47 cents, or 0.53%, to settle at $89.01 a barrel on the New York Mercantile Exchange. WTI crude oil has fallen by more than 9.7% this week.</p><p>5. New York gold futures closed down 0.7% on Friday, and non-agricultural data put pressure on gold prices</p><p>U.S. gold futures prices closed lower on Friday. The U.S. non-farm payrolls report in July eased concerns about an economic recession, and at the same time strengthened market expectations that the Federal Reserve will adhere to aggressive tightening policies, putting pressure on gold futures prices.</p><p>The settlement price of gold futures for December delivery on the New York Mercantile Exchange closed down 0.7% at $1,778 an ounce.</p><p>International macro</p><p>1. The U.S. non-agricultural surge of 528,000 in July \"frightened\" the market! The Fed gets \"ammunition\" for tightening again</p><p>Both U.S. non-farm payrolls and the unemployment rate have returned to pre-pandemic levels.</p><p>Rising recession fears don't seem to be affecting the heat of the U.S. job market. Data released by the U.S. Bureau of Labor Statistics on the 5th showed that the number of new jobs in the U.S. non-agricultural sector jumped by 528,000 in July this year, significantly higher than the expected 258,000. The average of 388,000 in the previous four months was 388,000. In that month, the U.S. unemployment rate fell slightly by 0.1 percentage points to 3.5%, and the average hourly wage of employees increased by 5.2% year-on-year, higher than market expectations of 4.9%.</p><p>So far, the total non-farm employment population and unemployment rate in the United States have returned to pre-COVID-19 pandemic levels in February 2020, continuing to strengthen and support the hawkish stance of the Federal Reserve.</p><p>2. Hot employment data and market prices reflect the possibility of rate hike during the two meetings of the Federal Reserve</p><p>In response to the stronger-than-expected U.S. employment data in July, interest rate futures traders acknowledged that Fed policymakers may make another rate hike ahead of the next regular policy meeting in September.</p><p>In August, the price of Federal Funds rate futures once fell to 97.64, and the implied interest rate level was 2.36%, which was 3 basis points higher than the current effective Federal Funds rate. The current effective Federal Funds rate is within the Federal Funds rate target range of 2.25%-2.5% announced by the Federal Reserve on July 27.</p><p>The implied rate of interest rate futures then stabilised at around 2.345%, suggesting that there is little chance of a rate hike between the meetings. However, the unusually long interval between July and September may bring additional risks.</p><p>3. The U.S. job market recorded the second fastest recovery since 1981, and the Federal Reserve may rate hike by 75 basis points</p><p>The United States created 528,000 new non-farm jobs in July, more than twice what economists expected, and the job market returned to pre-epidemic levels.</p><p>While the labor market contraction during the pandemic was the worst in modern history, the rebound marked the second-fastest recovery of the job market since 1981. Michael Pearce, senior U.S. economist at Capital Economics, said that the non-farm payrolls report, which unexpectedly far exceeded expectations, also indicated that the Fed is likely to raise interest rates by 75 basis points at its September meeting, which will mark the third consecutive time that the Fed has raised interest rates by such a large margin. rate hike.</p><p>4. U.S. President Biden signed two bills to hold those who use the new crown relief bill to commit frauds accountable</p><p>On August 5, local time, U.S. President Biden signed two bipartisan bills to hold individuals and institutions accountable for using the COVID-19 relief bill to commit fraud. According to CNN, the two bills would extend the time limit for prosecuting fraudsters using the Paycheck Protection Program or the COVID-19 relief bill, extending the statute of limitations for criminal and civil enforcement against borrowers to 10 years. In his speech that day, Biden said, \"The U.S. government will let scammers pay back what they stole and hold them accountable according to the law.\"</p><p>5. New York state health officials warn: Reported cases are only the tip of the iceberg and hundreds of people are infected with polio</p><p>On August 4th, local time, health officials in New York State said that poliovirus was detected in sewage outside new york City, indicating that the virus was spreading in the community. Now these officials have once again warned that the reported cases are only the \"tip of the iceberg\" and hundreds more may be infected with poliovirus.</p><p>New York State Health Commissioner Dr. Mary Bassett said in a statement that in July, a case of polio (polio) was reported in Rockland County, New York, the first in the United States in nearly a decade. Later, sewage samples tested positive for the polio virus, suggesting a larger outbreak is on the way.</p><p>6. U.S. consumer credit surged by more than $40 billion, the second highest increase in history</p><p>U.S. consumer credit surged in June on a jump in credit card balances and a record increase in non-revolving credit, including auto and student loans.</p><p>Data released by the Federal Reserve on Friday showed that consumer credit increased by $40.2 billion from the previous month, second only to the record $47.1 billion in March. Economists expected a median increase of $27 billion. These figures are not adjusted for inflation.</p><p>Revolving credit balances, including credit cards, increased $14.8 billion and non-revolving credit increased $25.4 billion.</p><p>7. US President Biden still tested positive in Novel Coronavirus and is still in isolation</p><p>On August 5, local time, White House doctors said that US President Biden's Novel Coronavirus test result was still positive. At present, Biden's cough has almost completely improved, his body temperature, pulse, blood pressure, respiratory rate and other indicators are completely normal, and his lungs are clear. Biden is still in quarantine.</p><p>8. Canada's unemployment rate continues to remain historically low in July</p><p>On August 5, local time, the latest labor force survey released by Statistics Canada showed that despite the loss of 31,000 jobs in July, Canada's unemployment rate remained at a historical low of 4.9% in July, the same as in June.</p><p>Canada's labour market remains unusually tight, with more than 1 million vacancies across the country. The unemployment rate is the lowest on record.</p><p>The number of public sector employees declined, while the number of self-employed people increased, and the number of private sector workers remained little changed.</p><p>9. The U.S. Senate plans to vote on the inflation reduction bill on the 6th</p><p>According to a report by CBS on August 5, local time, the U.S. Senate plans to vote on the Inflation Reduction Act of 2022 on the 6th.</p><p>According to reports, after the Democratic Party agreed to change some tax proposals, the Senate made key progress on this bill. Senate Majority Leader Chuck Schumer said at a press conference on the same day that the bill agreement retained the original core contents including reducing the cost of prescription drugs, tackling climate change, plugging tax loopholes, strengthening taxes on large companies and the rich, and reducing deficits.</p><p>It is reported that the policies in the Inflation Reduction Act of 2022 include allocating $369 billion to combat climate change, Medicare's right to negotiate the price of certain drugs, limiting Medicare's out-of-pocket costs, and extending the Affordable Care Act Subsidy for 3 years.</p><p>The situation between Russia and Ukraine</p><p>1. The Moscow Exchange will allow non-residents from friendly countries to enter the forward market for trading from August 8</p><p>The Moscow Exchange of Russia announced on the evening of August 5th that non-residents from friendly countries will be allowed to enter the forward market for trading from August 8th. At the same time, the announcement said that it will announce later when non-residents of friendly countries will be allowed to enter the stock market for trading.</p><p>2. Foreign investors will return to the Russian blending market starting next Monday</p><p>On Friday local time, the Moscow Stock Exchange said that starting next Monday (August 8), investors from \"friendly\" countries will be allowed to return to the Russian stock, bond, REPO, and derivatives markets. Investors who have not imposed sanctions on Russia, or whose ultimate beneficiaries are Russians, will be allowed to trade in Russia.</p><p>Since the Russia-Ukraine conflict, in order to protect the Russian financial market, Russia has introduced a series of market support policies, and foreign investors' transactions have also been restricted.</p><p>Next, foreign investors' transactions will still be restricted, that is, only investors from \"friendly\" countries can trade. The Moscow Exchange pointed out that banks and brokerages providing trading services need to confirm the home country of customers.</p><p>3. Russian Deputy Prime Minister: The presidents of Russia and Turkey have reached a consensus on starting to pay part of Russian natural gas in rubles</p><p>On August 5, local time, Russian Deputy Prime Minister Novak said that Russian President Vladimir Putin and Turkish President Erdogan had reached a consensus on starting to pay part of the cost of natural gas supplied by Russia to Turkey through rubles.</p><p>On the same day, Russian President Vladimir Putin and Turkish President Erdogan held talks in Sochi, Russia, which lasted nearly four hours.</p><p>4. Russia announces sanctions against 62 Canadian citizens</p><p>On August 5, local time, the Russian Ministry of Foreign Affairs issued an announcement stating that in response to Canada's extension of anti-Russian sanctions on June 27 and July 7 this year, Russia decided to ban 62 Canadian citizens from entering Russia. These 62 people include government officials, media reporters, social activists and military officials.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2257117425\" target=\"_blank\">Oracle cuts hundreds of jobs this week, reports say</a></p><p>According to reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>The company laid off hundreds of employees this week as IT prioritized growing its healthcare IT services and cloud businesses.</p><p>The report quoted people familiar with the matter as saying that the layoffs mainly hit<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Employees in the advertising and customer experience departments.</p><p>Oracle's layoffs come as the company recently received regulatory approval to acquire electronic medical records company Cerner Corp for $28.3 billion, putting an increasing focus on the cloud<a href=\"https://laohu8.com/S/HCSG\">Healthcare services</a>。</p><p>2、<a href=\"https://laohu8.com/NW/2257486114\" target=\"_blank\">Another \"epic demon stock\"? Hong Kong-funded securities firm Zhifu Financing soared more than 50 times on the first day of listing</a></p><p>Following AMTD Digital, the U.S. stock market may usher in another epic monster stock. On the first day of listing, Hong Kong-funded securities firm Zhifu Financing soared more than 50 times, and its stock price hit a maximum of US $235.95 per share within the day, triggering circuit breakers several times during the session.</p><p>On Friday (August 5), Eastern Time, Zhifu Capital (stock code MEGL) officially landed in the U.S. stock market with an IPO price of US $4 per share. The company plans to publicly issue 5 million ordinary shares with an opening price of US $50. After violent fluctuations, it finally closed up 2325% to US $97 per share.</p><p>3、<a href=\"https://laohu8.com/NW/2257192191\" target=\"_blank\">AMTD Digital's wild rise turned into a rapid plunge, evaporating US $160 billion in market value in two days</a></p><p>The previously dizzying wild rise of a little-known Hong Kong financial services company came to an abrupt end, followed by a two-day plunge, and the market value of its US-listed stocks shrank by half.</p><p>AMTD Digital, which has been listed on the New York Stock Exchange for less than a month, hit a record high on Tuesday, but then plummeted 52% by Thursday's close, evaporating about $160 billion in its market value, more than<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>And<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The current total market value of such companies.</p><p>On Friday, the stock price continued to fluctuate violently, swinging up and down, triggering a circuit breaker at least once. Despite this, AMTD Digital's trading volume is still very low: as of 9:55 a.m. New York time, there were less than 8,000 shares traded. The stock's total daily turnover has been less than 500,000 shares in each of the past four trading days.</p><p>4、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Will acquire consumer for approximately $1.7 billion<a href=\"https://laohu8.com/S/300024\">Robot</a>Company iRobot Acceleration<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Home Business Growth</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(AMZN.O) announced Friday that it has agreed to acquire consumer for $61 per share for a total of about $1.7 billion<a href=\"https://laohu8.com/S/300024\">Robot</a>Company iRobot (IRBT.O). iRobot's most famous product is the Roomba vacuum cleaner, which will work with voice assistants Alexa and Astro<a href=\"https://laohu8.com/S/300024\">Robot</a>Wait together, join<a href=\"https://laohu8.com/S/AMZN\">Amazon</a><a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Home Features Checklist. Neil Saunders, managing director of GlobalData Retail, called the move part of Amazon's efforts to own some home space through services and accelerate its growth beyond retail. ABI Research analyst Lian Jye Su said Amazon hasn't had much success with home robots, but the acquisition of iRobot and the company's strong market reputation provide a \"huge foothold in the consumer robotics market\" that could help Amazon replicate its Echo line<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The success of the speaker box.</p><p>5、<a href=\"https://laohu8.com/NW/2257711744\" target=\"_blank\">U.S. technology giants collectively downsized, and Amazon lost nearly 100,000 employees in a single quarter</a></p><p>American technology giants collectively downsized, and Amazon lost nearly 100,000 employees in a single season.</p><p>Recently, the international technology giant Amazon (NASDAQ: AMZN) announced its financial report for the second quarter of 2022, with revenue of US $121.2 billion, a year-on-year increase of 7%, and a net loss of US $2 billion, compared with a net profit of US $7.8 billion in the same period last year. Combining the first two quarters of this year, Amazon's net loss was nearly $5.9 billion. It should be pointed out that this is the first time that Amazon has experienced a net loss in its semi-annual report since 2015.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151833716","content_text":"摘要:①美国7月非农就业数据远超预期,强化了美联储坚持激进加息以遏制通胀的市场预期;②港资券商智富融资上市首日一度暴涨50倍,尚乘数科跌近10%;③莫斯科交易所将从8月8日起允许来自友好国家的非居民进入远期市场进行交易。详细>>海外市场1、非农数据强化联储加息预期美股收盘涨跌不一美股周五美股收盘涨跌不一。本周纳指与标普500指数均录得涨幅。美国7月非农就业数据远超预期,强化了美联储坚持激进加息以遏制通胀的市场预期。市场预测美联储第三次加息75个基点的概率接近70%。道指涨76.65点,涨幅为0.23%,报32803.47点;纳指跌63.03点,跌幅为0.50%,报12657.55点;标普500指数跌6.75点,跌幅为0.16%,报4145.19点。2、热门中概股周五收盘涨跌不一 智富融资上市首日一度暴涨50倍尚乘数科跌近10%热门中概股周五收盘涨跌不一,纳斯达克中国金龙指数收跌1.83%。港资券商智富融资上市首日收盘飙涨2325.00%,盘中涨幅一度达到5262%,IPO发行价仅为4美元,股价盘中一度达到235.95美元,并触发多次熔断;尚乘数科连跌三日,收跌近10%,股价较峰值回落逾70%。3、欧洲主要股指集体收跌德国DAX30指数跌0.6%美国月度非农就业数据表现强于预期,加息预期升温,欧洲主要股指集体收跌。其中,德国DAX30指数跌0.6%,英国富时100指数跌0.12%,法国CAC40指数跌0.63%,欧洲斯托克50指数跌0.77%。4、美国WTI原油周五收高0.5% 本周累计下挫9.7%国际原油期货价格周五小幅收高,其中美国WTI油价从2月份以来的最低水平反弹。但对经济衰退的担忧使本周WTI原油录得近10%的跌幅。纽约商品交易所9月交割的西德州中质原油(WTI)期货价格上涨47美分,涨幅为0.53%,收于每桶89.01美元。本周WTI原油累计下跌逾9.7%。5、纽约黄金期货周五收跌0.7% 非农数据令金价承压周五美国黄金期货价格收跌。美国7月非农就业报告缓解了对经济衰退的担忧,同时也强化了美联储将坚持积极紧缩政策的市场预期,令黄金期货价格承压。纽约商品交易所12月交割的黄金期货结算价收跌0.7%,收于每盎司1778美元。国际宏观1、美国7月非农暴增52.8万“吓坏”市场!美联储再获紧缩“弹药”美国非农就业总人口和失业率均已恢复至新冠大流行前的水平。不断攀升的衰退担忧似乎并没有影响到美国就业市场的炙热。美国劳工统计局5日公布的数据显示,今年7月美国非农业部门新增就业人数跳涨52.8万,显著高于预期的25.8万,此前4个月均值为38.8万。当月,美国失业率小幅下降0.1个百分点至3.5%,员工平均时薪同比增幅为5.2%,高于市场预期的4.9%。至此,美国非农就业总人口和失业率均已恢复至2020年2月新冠大流行前的水平,继续强化和支撑着美联储的鹰派立场。2、就业数据火热 市场价格体现美联储两次会议期间加息的可能性对美国7月就业数据强于预期,利率期货交易员的反应是:承认美联储决策者可能在下次于9月召开的例行政策会议之前再次加息。8月联邦基金利率期货价格一度跌至97.64,隐含的利率水平为2.36%,比当前有效联邦基金利率高出3个基点。目前有效联邦基金利率在美联储7月27日宣布的2.25%-2.5%这个联邦基金利率的目标区间之内。利率期货的隐含利率随后企稳在2.345%左右,表明两次会议之间加息的可能性微乎其微。然而,7月到9月这个异常长的会期间隔可能带来额外的风险。3、美国就业市场创下1981年来第二快复苏 美联储或再加息75基点美国7月新增非农就业52.8万人,为经济学家预期的两倍多,就业市场重回疫情前水平。尽管疫情期间的劳动力市场收缩是现代历史上最严重的,但此次反弹标志着就业市场创下1981年来第二快的复苏。凯投宏观资深美国经济学Michael Pearce称,意外远超预期的非农报告还表明美联储很可能在9月的会议上将利率提高75个基点,这将标志着美联储连续第三次以如此大的幅度加息。4、美国总统拜登签署两项法案 追究利用新冠纾困法案进行诈骗者的责任当地时间8月5日,美国总统拜登签署了两项两党法案,以追究利用新冠纾困法案实施欺诈的个人和机构的责任。据美国有线电视新闻网(CNN)报道,这两项法案将延长针对利用工资保护计划或新冠纾困法案进行欺诈者的起诉时限,将针对借款人的刑事和民事执法时效延长至10年。拜登当天在发表讲话时表示,“美国政府将让骗子偿还其偷来的东西,并根据法律追究其责任”。5、纽约州卫生官员警告:已报告病例只是冰山一角 还有数百人被感染脊髓灰质炎当地时间8月4日,美国纽约州卫生官员称,纽约市外污水中检测出脊髓灰质炎病毒,这表明这种病毒正在社区中传播。现在这些官员再度发出警告:已经报告的病例只是“冰山一角”,还有数百人可能被感染了脊髓灰质炎病毒。纽约州卫生专员玛丽·巴塞特博士在一份声明中表示,在7月份,纽约州洛克兰县报告出现了一例脊髓灰质炎(小儿麻痹症)病例,为近十年来美国首例,后来,污水样本检测出脊髓灰质炎病毒呈阳性,这表明一场更大的疫情正在爆发中。6、美国消费者信贷大增逾400亿美元,增幅为历史次高美国6月份消费者信贷飙升,原因是信用卡余额跃升、以及包括汽车和学生贷款在内的非循环信贷创纪录增加。美联储周五公布的数据显示,消费者信贷较前月增加402亿美元,增幅仅次于3月份时创纪录的471亿美元。经济学家预期中值为增加270亿美元。这些数字未经通胀调整。包括信用卡在内的循环信贷余额增加148亿美元,非循环信贷增加254亿美元。7、美国总统拜登新冠病毒检测结果仍呈阳性 依然处于隔离状态当地时间8月5日,白宫医生称,美国总统拜登新冠病毒检测结果仍呈阳性。目前拜登咳嗽差不多完全好转,体温、脉搏、血压、呼吸频率等指标完全正常,肺部畅通。拜登依然在隔离中。8、加拿大7月份失业率继续保持历史低位当地时间8月5日,加拿大统计局公布的最新劳动力调查显示,尽管7月份减少了31000个工作岗位,但加拿大的失业率在7月份保持在4.9%的历史低位,与6月份持平。加拿大劳动力市场依然异常紧张,全国有超过100万个职位空缺。失业率是有记录以来的最低水平。公共部门雇员人数下降,而个体经营者人数增加,私营部门工人的数量几乎没有变化。9、美国参议院拟于6日就通胀削减法案进行投票据美国哥伦比亚广播公司(CBS)当地时间8月5日报道,美国参议院拟定于6日对《2022年通胀削减法案》(Inflation Reduction Act)进行投票。据报道,民主党同意改变部分税收提案后,参议院就此法案取得了关键性进展。参议院多数党领袖查克·舒默当天在新闻发布会上表示,法案协议保留了原先包括降低处方药成本、应对气候变化、堵塞税收漏洞、加强对大型公司和富人税收以及减少赤字等核心内容。据悉,《2022年通胀削减法案》中的政策包括拨款3690亿美元用于应对气候变化,医疗保险有权就某些药品的价格谈判,限制医疗保险的自付费成本,以及延长《平价医疗法案》补贴3年。俄乌局势1、莫斯科交易所将从8月8日起允许来自友好国家的非居民进入远期市场进行交易俄罗斯莫斯科交易所8月5日晚发布公告称,从8月8日起将允许来自友好国家的非居民进入远期市场进行交易。公告同时称,将在稍晚时间宣布何时允许友好国家非居民进入股票市场进行交易。2、下周一开始 外国投资者将重返俄罗斯交融市场当地时间周五,莫斯科交易所表示,下周一(8月8日)开始,将允许那些“友好”国家的投资者重返俄罗斯股票、债券、REPO、以及衍生品市场。那些没有对俄罗斯施加制裁、或那些最终受益者为俄罗斯人的投资者将获准在俄罗斯交易。自俄乌冲突以来,为了保护俄罗斯金融市场,俄罗斯出台了一系列托市政策,外国投资者的交易也受到了限制。接下来,外国投资者的交易依然会受到限制,即仅限“友好”国家的投资者进行交易。莫斯科交易所指出,提供交易服务的银行和券商需要确认客户的母国。3、俄罗斯副总理:俄土总统已就启动用卢布支付俄天然气部分费用达成共识当地时间8月5日,俄罗斯副总理诺瓦克表示,俄罗斯总统普京和土耳其总统埃尔多安已就启动通过卢布支付俄罗斯向土耳其供应的天然气的部分费用达成共识。当天,俄罗斯总统普京与土耳其总统埃尔多安在俄罗斯索契举行会谈,会谈持续了近4个小时。4、俄罗斯宣布制裁62名加拿大公民当地时间8月5日,俄罗斯外交部发布公告称,作为对加拿大今年6月27日和7月7日再次延长反俄制裁的回应,俄罗斯决定禁止62名加拿大公民入境俄罗斯。这62人中包括政府官员、媒体记者、社会活动家和军方相关人士。公司新闻1、报道称甲骨文本周裁员数百人据报道,甲骨文公司本周解雇了数百名员工,因该公司优先发展其医疗保健IT服务和云业务。报道援引知情人士称,裁员主要打击了甲骨文广告和客户体验部门的员工。甲骨文裁员之际,该公司近期获得监管部门批准以283亿美元收购电子医疗记录公司Cerner Corp,愈发重视云医疗保健服务。2、又一“史诗级妖股”?港资券商智富融资上市首日一度暴涨50余倍继尚乘数科之后,美股市场或许又将迎来一只史诗级妖股。港资券商智富融资上市首日一度暴涨50余倍,股价日内最高触及235.95美元/股,盘中多次触发熔断。美东时间周五(8月5日),智富融资(股票代码MEGL)正式登陆美股市场,IPO价格为4美元/股,公司计划公开发行500万普通股,开盘价为50美元,剧烈波动之后,最终收盘涨2325%,报97美元/股。3、尚乘数科的狂野上涨变成极速暴跌 两天蒸发1600亿美元市值鲜为人知的一家香港金融服务公司此前令人目眩的狂野上涨戛然而止,紧跟着两天暴跌,其在美国上市的股票市值缩水一半。在纽约证交所上市不到一个月的尚乘数科,股价周二创历史新高,但随后到周四收盘累计暴跌52%,市值蒸发约1600亿美元,超过英特尔、摩根士丹利和高盛之类公司当前的总市值。周五,股价继续剧烈波动,涨跌摇摆,至少一次触发熔断。尽管如此,尚乘数科的成交量仍然非常低:截至纽约时间上午9:55,成交量还不到8000股。过去四个交易日,该股的日成交总量均不到50万股。4、亚马逊将以约17亿美元收购消费类机器人公司iRobot 加速智能家居业务增长亚马逊(AMZN.O)周五宣布已同意以每股61美元、总价约17亿美元的价格收购消费类机器人公司iRobot(IRBT.O)。iRobot最有名的产品是Roomba真空吸尘器,它将与语音助手Alexa、Astro机器人等一起,加入亚马逊智能家居功能清单。GlobalData Retail董事总经理Neil Saunders称,此举是亚马逊通过服务拥有部分家庭空间,并加速其零售业以外的增长的努力的一部分。ABI Research分析师Lian Jye Su称,亚马逊在家用机器人方面还没有取得多大成功,但对iRobot的收购和该公司强大的市场声誉提供了一个“消费机器人市场的巨大立足点”,可以帮助亚马逊复制其Echo系列智能音箱的成功。5、美国科技巨头集体缩编,亚马逊单季减员近十万美国科技巨头集体缩编,亚马逊单季减员近十万。近日,国际科技巨头亚马逊(NASDAQ:AMZN)公布了2022年第二季度财报,收入为1212亿美元,同比增长7%,净亏损达20亿美元,而上年同期实现净利润78亿美元。综合今年前两个季度,亚马逊净亏损近59亿美元。需要指出的是,这是亚马逊自2015年以来半年报首次出现净亏损。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993055136,"gmtCreate":1660609146027,"gmtModify":1676536363541,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993055136","repostId":"1129383304","repostType":4,"isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147710678,"gmtCreate":1626391082294,"gmtModify":1703759082596,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147710678","repostId":"1191369396","repostType":4,"repost":{"id":"1191369396","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":1626389502,"share":"https://ttm.financial/m/news/1191369396?lang=en_US&edition=fundamental","pubTime":"2021-07-16 06:51","market":"us","language":"zh","title":"Intel in talks to buy GlobalFoundries for roughly $30 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1191369396","media":"老虎资讯综合","summary":"7月16日讯,据知情人士透露,英特尔公司正在研究收购格芯(GlobalFoundries)的交易,此举将推动这家半导体巨头为其他科技公司生产更多芯片的计划,并被视为该公司有史以来最大的一笔收购。\n知情","content":"<p>July 16th, according to people familiar with the matter,<a href=\"https://laohu8.com/S/INTC\">Intel</a>The company is looking at a deal to buy GlobalFoundries, a move that would boost the semiconductor giant's plans to make more chips for other tech companies and is seen as the company's biggest acquisition ever.</p><p>The deal could value GlobalFoundries at around $30 billion, people familiar with the matter said. But there is no guarantee of success, and GlobalFoundries may go ahead with an initial public offering (IPO) as planned. GlobalFoundries is owned by Mubadala Investment Co., the Abu Dhabi government Investment arm, but is headquartered in the United States. The company is not in talks with Intel, a company spokesman said.</p><p>GlobalFoundries is owned by Abu Dhabi sovereign wealth fund Mubadala Investments, but is based in the United States. According to research firm Trendforce, GSCN occupies about 7% of the global foundry market in terms of revenue, behind TSMC, Samsung and UMC.</p><p><img src=\"https://static.tigerbbs.com/875739a63d7486f99ea8e73c95c0ec18\" tg-width=\"552\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that GC's major customers include Intel's competitor AMD. This year, the two sides reached a long-term chip assembly supply agreement worth $1.6 billion. This will greatly make Intel's merger and acquisition difficult.</p><p>Intel CEO Pat Gelsinger said in March that Intel would return to fab foundry and announced that it would invest more than $20 billion to expand wafer production facilities in the United States and also drive more investment at home and abroad.</p><p>Previously, a number of semiconductor companies announced production expansion plans. For example, TSMC invested US$100 billion in three years to expand production capacity; SK Hynix, the second largest chip factory in South Korea, has approved its $100 billion expansion plan.</p><p>Qiao An, an analyst at TrendForce Consulting, once said that the global demand for semiconductors is still strong, coupled with the tight demand for automotive semiconductors, which leads to the prolonged delivery cycle in the market conditions where most of the foundry processes are difficult to find. Production expansion has become the most direct way to solve the capacity problem.</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>Intel in talks to buy GlobalFoundries for roughly $30 billion</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\">\nIntel in talks to buy GlobalFoundries for roughly $30 billion\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-16 06:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>July 16th, according to people familiar with the matter,<a href=\"https://laohu8.com/S/INTC\">Intel</a>The company is looking at a deal to buy GlobalFoundries, a move that would boost the semiconductor giant's plans to make more chips for other tech companies and is seen as the company's biggest acquisition ever.</p><p>The deal could value GlobalFoundries at around $30 billion, people familiar with the matter said. But there is no guarantee of success, and GlobalFoundries may go ahead with an initial public offering (IPO) as planned. GlobalFoundries is owned by Mubadala Investment Co., the Abu Dhabi government Investment arm, but is headquartered in the United States. The company is not in talks with Intel, a company spokesman said.</p><p>GlobalFoundries is owned by Abu Dhabi sovereign wealth fund Mubadala Investments, but is based in the United States. According to research firm Trendforce, GSCN occupies about 7% of the global foundry market in terms of revenue, behind TSMC, Samsung and UMC.</p><p><img src=\"https://static.tigerbbs.com/875739a63d7486f99ea8e73c95c0ec18\" tg-width=\"552\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that GC's major customers include Intel's competitor AMD. This year, the two sides reached a long-term chip assembly supply agreement worth $1.6 billion. This will greatly make Intel's merger and acquisition difficult.</p><p>Intel CEO Pat Gelsinger said in March that Intel would return to fab foundry and announced that it would invest more than $20 billion to expand wafer production facilities in the United States and also drive more investment at home and abroad.</p><p>Previously, a number of semiconductor companies announced production expansion plans. For example, TSMC invested US$100 billion in three years to expand production capacity; SK Hynix, the second largest chip factory in South Korea, has approved its $100 billion expansion plan.</p><p>Qiao An, an analyst at TrendForce Consulting, once said that the global demand for semiconductors is still strong, coupled with the tight demand for automotive semiconductors, which leads to the prolonged delivery cycle in the market conditions where most of the foundry processes are difficult to find. Production expansion has become the most direct way to solve the capacity problem.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔","03086":"华夏纳指","09086":"华夏纳指-U"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191369396","content_text":"7月16日讯,据知情人士透露,英特尔公司正在研究收购格芯(GlobalFoundries)的交易,此举将推动这家半导体巨头为其他科技公司生产更多芯片的计划,并被视为该公司有史以来最大的一笔收购。\n知情人士说,这笔交易对GlobalFoundries的估值可能在300亿美元左右。但并不能保证一定会成功,GlobalFoundries可能会按计划进行首次公开募股(IPO)。GlobalFoundries为阿布扎比政府投资机构穆巴达拉投资公司(Mubadala Investment Co.)所有,但总部设在美国。该公司发言人说,该公司没有与英特尔进行谈判。\n格芯为阿布扎比主权财富基金 Mubadala 投资公司所有,但总部设在美国。据研究机构集邦咨询(Trendforce)数据,按照营收计算,格芯在全球晶圆代工市场占据了约7%的市场份额,位于台积电、三星和联电之后。\n\n值得关注的是,格芯大客户中包括了英特尔的竞争对手AMD。在今年,双方达成了一项长期的芯片组件供应协议,其价值为16亿美元。这将大大加大英特尔的并购难度。\n英特尔首席执行官帕特·基辛格(Pat Gelsinger)在三月份表示,英特尔将重返晶圆厂代工,并宣布将投入超 200亿美元,扩大美国的晶圆生产设备,也会在海內外推动更多投资。\n此前有多家半导体企业宣布了扩产计划,例如台积电三年内投资1000亿美元用于扩大产能;韩国第二大芯片厂SK海力士千亿美元扩产计划获批。\n集邦咨询分析师乔安曾表示,全球半导体需求仍然强劲,加上车用半导体需求吃紧,导致晶圆代工各制程产能多半难求的市况下,交付周期延长。扩产成为解决产能问题的最直接方法。","news_type":1,"symbols_score_info":{"INTC":0.9,"09086":0.9,"03086":0.9}},"isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144429975,"gmtCreate":1626311010697,"gmtModify":1703757569794,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/144429975","repostId":"1149769957","repostType":4,"repost":{"id":"1149769957","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":1626309162,"share":"https://ttm.financial/m/news/1149769957?lang=en_US&edition=fundamental","pubTime":"2021-07-15 08:32","market":"hk","language":"zh","title":"Global New Materials International's first-hand winning rate is 25%, and 30 subscriptions are secure in one lot","url":"https://stock-news.laohu8.com/highlight/detail?id=1149769957","media":"老虎资讯综合","summary":"7月15日,环球新材国际发布公告,公司全球发售约2.907亿股股份,其中香港发售股份2906.8万股,国际发售股份约2.616亿股,另有15%超额配股权;发售价已厘定为每股发售股份3.25港元,每手买","content":"<p>July 15,<a href=\"https://laohu8.com/S/06616\">Global New Materials International</a>Announced that the company sold approximately 290.7 million shares globally, including 29.068 million shares offered in Hong Kong, approximately 261.6 million shares offered internationally, and a 15% over-allotment option; The Offer Price has been determined at HK $3.25 per Offer Share in board lots of 1,000 Shares; Essence International is the sole sponsor and it is expected that the Shares will be listed on the Main Board of the Stock Exchange on 16 July 2021.</p><p><b>The relevant data of Tiger Information Collation is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/4b76e3a927dd2b5ff976fe7b4e2a799a\" tg-width=\"1059\" tg-height=\"824\"></p><p><b>Distribution result:</b></p><p>Group A has 1,000 shares per lot, and the winning rate of one lot is 25%. If you subscribe for 30 lots, you will be sure to win one lot.</p><p>The head of Group B is 2 million shares (2,000 lots), and 296,000 shares (296 lots) are allocated.</p><p><img src=\"https://static.tigerbbs.com/8a6cb8721b0face116cb998e57b2fec5\" tg-width=\"540\" tg-height=\"367\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e9a4a03e59eb9a81722356c3056fd911\" tg-width=\"552\" tg-height=\"740\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/dcc8c011d01e0cb585024ccef1c0f326\" tg-width=\"539\" tg-height=\"771\" referrerpolicy=\"no-referrer\"></p><p>The Offer Shares initially offered under the International Offering have been slightly oversubscribed. The total number of shares subscribed for in the international offering is 302.8 million shares, equivalent to approximately 1.16 times the total number of offer shares initially available for subscription under the international offering. The Hong Kong Offer Shares initially being offered under the Hong Kong Public Offering have been oversubscribed. A total of 46,247 valid applications were received for a total of 313.7 million Hong Kong Offer Shares, representing approximately 10.79 times the total number of Hong Kong Offer Shares initially available for subscription under the Hong Kong Public Offering.</p><p>Based on the Offer Price of HK $3.25 per Offer Share, and in accordance with the Cornerstone Investment Agreement, the Cornerstone Investors have subscribed for 27.065 million Offer Shares at the final Offer Price, accounting for approximately 9.31% of the total number of Offer Shares initially available for subscription under the Global Offering (before any over-allotment option is exercised) and approximately 2.32% of the shares issued immediately after the completion of the Global Offering (before any over-allotment option is exercised).</p><p>Based on the Offer Price of HK $3.25 per Offer Share, and assuming that the Over-allotment Option is not exercised, the net proceeds that the Company will receive from the Global Offering are estimated to be approximately HK $879 million. If the over-allotment option is exercised in full, based on the offer price of HK $3.25 per offer share, the additional net proceeds received by the company for the 43.601 million offer shares issued due to the exercise of the over-allotment option will be approximately HK $141.7 million. If the Over-allotment Option is exercised, the Company will apply the net proceeds on a pro-rata basis.</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>Global New Materials International's first-hand winning rate is 25%, and 30 subscriptions are secure in one lot</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\">\nGlobal New Materials International's first-hand winning rate is 25%, and 30 subscriptions are secure in one lot\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-15 08:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>July 15,<a href=\"https://laohu8.com/S/06616\">Global New Materials International</a>Announced that the company sold approximately 290.7 million shares globally, including 29.068 million shares offered in Hong Kong, approximately 261.6 million shares offered internationally, and a 15% over-allotment option; The Offer Price has been determined at HK $3.25 per Offer Share in board lots of 1,000 Shares; Essence International is the sole sponsor and it is expected that the Shares will be listed on the Main Board of the Stock Exchange on 16 July 2021.</p><p><b>The relevant data of Tiger Information Collation is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/4b76e3a927dd2b5ff976fe7b4e2a799a\" tg-width=\"1059\" tg-height=\"824\"></p><p><b>Distribution result:</b></p><p>Group A has 1,000 shares per lot, and the winning rate of one lot is 25%. If you subscribe for 30 lots, you will be sure to win one lot.</p><p>The head of Group B is 2 million shares (2,000 lots), and 296,000 shares (296 lots) are allocated.</p><p><img src=\"https://static.tigerbbs.com/8a6cb8721b0face116cb998e57b2fec5\" tg-width=\"540\" tg-height=\"367\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e9a4a03e59eb9a81722356c3056fd911\" tg-width=\"552\" tg-height=\"740\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/dcc8c011d01e0cb585024ccef1c0f326\" tg-width=\"539\" tg-height=\"771\" referrerpolicy=\"no-referrer\"></p><p>The Offer Shares initially offered under the International Offering have been slightly oversubscribed. The total number of shares subscribed for in the international offering is 302.8 million shares, equivalent to approximately 1.16 times the total number of offer shares initially available for subscription under the international offering. The Hong Kong Offer Shares initially being offered under the Hong Kong Public Offering have been oversubscribed. A total of 46,247 valid applications were received for a total of 313.7 million Hong Kong Offer Shares, representing approximately 10.79 times the total number of Hong Kong Offer Shares initially available for subscription under the Hong Kong Public Offering.</p><p>Based on the Offer Price of HK $3.25 per Offer Share, and in accordance with the Cornerstone Investment Agreement, the Cornerstone Investors have subscribed for 27.065 million Offer Shares at the final Offer Price, accounting for approximately 9.31% of the total number of Offer Shares initially available for subscription under the Global Offering (before any over-allotment option is exercised) and approximately 2.32% of the shares issued immediately after the completion of the Global Offering (before any over-allotment option is exercised).</p><p>Based on the Offer Price of HK $3.25 per Offer Share, and assuming that the Over-allotment Option is not exercised, the net proceeds that the Company will receive from the Global Offering are estimated to be approximately HK $879 million. If the over-allotment option is exercised in full, based on the offer price of HK $3.25 per offer share, the additional net proceeds received by the company for the 43.601 million offer shares issued due to the exercise of the over-allotment option will be approximately HK $141.7 million. If the Over-allotment Option is exercised, the Company will apply the net proceeds on a pro-rata basis.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26d35a88c8d9d9d46abd395d2bd24396","relate_stocks":{"06616":"环球新材国际"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149769957","content_text":"7月15日,环球新材国际发布公告,公司全球发售约2.907亿股股份,其中香港发售股份2906.8万股,国际发售股份约2.616亿股,另有15%超额配股权;发售价已厘定为每股发售股份3.25港元,每手买卖单位1000股;安信国际为独家保荐人,预期股份将于2021年7月16日于联交所主板挂牌上市。\n老虎资讯整理相关数据如下:\n\n分配结果:\n甲组每手1000股,一手中签率25%,认购30手稳中一手。\n乙组头为200万股(2000手),获配296000股(296手)。\n\n根据国际发售初步提呈发售的发售股份已获轻微超额认购。国际发售中获认购股份总数为3.028亿股,相当于国际发售项下初步可供认购的发售股份总数约1.16倍。根据香港公开发售初步提呈发售的香港发售股份已获超额认购。接获合共46,247份有效申请,认购合共3.137亿股香港发售股份,相当于香港公开发售项下初步可供认购的香港发售股份总数约10.79倍。\n按每股发售股份3.25港元的发售价计算,并根据基石投资协议,基石投资者已按最终发售价认购2706.5万股发售股份,占全球发售项下初步可供认购发售股份总数约9.31%(任何超额配股权获行使前)及紧随全球发售完成后已发行股份约2.32%(任何超额配股权获行使前)。\n按每股发售股份3.25港元的发售价计算,并假设超额配股权未获行使,公司将自全球发售收取的所得款项净额估计约为8.79亿港元。倘超额配股权获悉数行使,按每股发售股份3.25港元的发售价计算,公司就因超额配股权获行使而发行的4360.1万股发售股份收取的额外所得款项净额将约为1.417亿港元。倘超额配股权获行使,公司将按比例应用所得款项净额。","news_type":1,"symbols_score_info":{"06616":0.9}},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981921075,"gmtCreate":1666388692497,"gmtModify":1676537749390,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9981921075","repostId":"1191430808","repostType":4,"repost":{"id":"1191430808","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":1666367381,"share":"https://ttm.financial/m/news/1191430808?lang=en_US&edition=fundamental","pubTime":"2022-10-21 23:49","market":"us","language":"zh","title":"Tesla rose more than 2%, \"Wood Sister\" flagship fund bought Tesla stock again on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1191430808","media":"老虎资讯综合","summary":"10月21日,特斯拉盘中涨超2%,“木头姐”Cathie Wood的方舟基金在周四再次买入66,190股特斯拉股票。方舟基金上一次加仓是在10月4日,当时特斯拉发布了低于预期的交付量。","content":"<p><html><head></head><body>On October 21,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Intraday gains of more than 2%, \"Sister Wood\" Cathie Wood's Ark Fund bought 66,190 Tesla shares again on Thursday. The Ark Fund last added a position on Oct. 4, when Tesla posted lower-than-expected deliveries.</p><p><img src=\"https://static.tigerbbs.com/7a0f15cfdf010b0c51ededb0762d9744\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></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>Tesla rose more than 2%, \"Wood Sister\" flagship fund bought Tesla stock again on Thursday</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\">\nTesla rose more than 2%, \"Wood Sister\" flagship fund bought Tesla stock again on Thursday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-10-21 23:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On October 21,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Intraday gains of more than 2%, \"Sister Wood\" Cathie Wood's Ark Fund bought 66,190 Tesla shares again on Thursday. The Ark Fund last added a position on Oct. 4, when Tesla posted lower-than-expected deliveries.</p><p><img src=\"https://static.tigerbbs.com/7a0f15cfdf010b0c51ededb0762d9744\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191430808","content_text":"10月21日,特斯拉盘中涨超2%,“木头姐”Cathie Wood的方舟基金在周四再次买入66,190股特斯拉股票。方舟基金上一次加仓是在10月4日,当时特斯拉发布了低于预期的交付量。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914418592,"gmtCreate":1665356177116,"gmtModify":1676537589537,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😉","listText":"😉","text":"😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914418592","repostId":"2274373217","repostType":4,"repost":{"id":"2274373217","kind":"highlight","pubTimestamp":1665298374,"share":"https://ttm.financial/m/news/2274373217?lang=en_US&edition=fundamental","pubTime":"2022-10-09 14:52","market":"hk","language":"zh","title":"Is the quality control of \"new forces\" in the United States too poor? Rivian recalls nearly every vehicle it sold","url":"https://stock-news.laohu8.com/highlight/detail?id=2274373217","media":"华尔街见闻","summary":"Rivian 表示,这一安全隐患可能导致车轮过度外倾甚至倾斜,在一些极端情况下还会导致车轮与汽车分离,影响司机操控汽车。","content":"<p><html><head></head><body>Rivian is recalling nearly every vehicle it produces due to safety hazards from loose parts. On Saturday, October 8, local time, American electric vehicle manufacturer Rivian issued a notice saying that a fastener connecting the control arm and steering knuckle on its vehicle may be improperly installed, a problem that may lead to excessive camber or even tilting of the wheels, and in some extreme cases, it can also cause the wheels to separate from the car, affecting the driver's handling of the car. The company decided to recall almost all of its vehicles.</p><p>According to media reports, a spokesperson for Rivian said the recall involves about 13,000 vehicles built by the company between late 2021 and September 2022, and there are no known injuries related to the potential problem. Rivian Estimates,<b>Of the vehicles recalled, 1% were affected by the issue.</b></p><p>The spokesperson also said that Rivian first started producing vehicles in September 2021 and had produced more than 15,000 vehicles as of the third quarter of this year. The recall involves all three models currently sold by Rivian: an electric pickup truck, an SUV and a commercial delivery van.</p><p>Rivian emailed all affected customers about the recall and<b>Expect negligible financial impact from the recall and expect all vehicles to be inspected within 30 days.</b></p><p>The recall comes at a critical time for Rivian, which is accelerating production at its Illinois facility to meet its full-year production goal of 25,000 vehicles.</p><p>While Rivian shined in its IPO last year, things have been tougher this year, with shortages on the supply side, particularly in semiconductors, continuing to hinder it from ramping up production and pushing up costs. The company's shares are down nearly 67% this year.</p><p>Rivian's shares were largely flat in after-hours trading after news of the recall broke late Friday. As of Friday's close, Rivian's market capitalization was $33.7 billion.<img src=\"https://static.tigerbbs.com/1320cb93a709ac148d43d4a22676a498\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>In August, Rivian learned of the safety hazard and subsequently launched an investigation, according to a notice filed with the National Highway Traffic Safety Administration. As of Sept. 28, the company had identified six cases of loose parts and decided to recall the vehicles.</p><p>In a letter from Rivian CEO RJ Scaringe, customers were reminded to stop driving the vehicle if they encountered any steering issues and \"it is important not to downplay the potential risks and why we voluntarily conducted the recall\".</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>Is the quality control of \"new forces\" in the United States too poor? Rivian recalls nearly every vehicle it sold</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 the quality control of \"new forces\" in the United States too poor? Rivian recalls nearly every vehicle it sold\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\">2022-10-09 14:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Rivian is recalling nearly every vehicle it produces due to safety hazards from loose parts. On Saturday, October 8, local time, American electric vehicle manufacturer Rivian issued a notice saying that a fastener connecting the control arm and steering knuckle on its vehicle may be improperly installed, a problem that may lead to excessive camber or even tilting of the wheels, and in some extreme cases, it can also cause the wheels to separate from the car, affecting the driver's handling of the car. The company decided to recall almost all of its vehicles.</p><p>According to media reports, a spokesperson for Rivian said the recall involves about 13,000 vehicles built by the company between late 2021 and September 2022, and there are no known injuries related to the potential problem. Rivian Estimates,<b>Of the vehicles recalled, 1% were affected by the issue.</b></p><p>The spokesperson also said that Rivian first started producing vehicles in September 2021 and had produced more than 15,000 vehicles as of the third quarter of this year. The recall involves all three models currently sold by Rivian: an electric pickup truck, an SUV and a commercial delivery van.</p><p>Rivian emailed all affected customers about the recall and<b>Expect negligible financial impact from the recall and expect all vehicles to be inspected within 30 days.</b></p><p>The recall comes at a critical time for Rivian, which is accelerating production at its Illinois facility to meet its full-year production goal of 25,000 vehicles.</p><p>While Rivian shined in its IPO last year, things have been tougher this year, with shortages on the supply side, particularly in semiconductors, continuing to hinder it from ramping up production and pushing up costs. The company's shares are down nearly 67% this year.</p><p>Rivian's shares were largely flat in after-hours trading after news of the recall broke late Friday. As of Friday's close, Rivian's market capitalization was $33.7 billion.<img src=\"https://static.tigerbbs.com/1320cb93a709ac148d43d4a22676a498\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>In August, Rivian learned of the safety hazard and subsequently launched an investigation, according to a notice filed with the National Highway Traffic Safety Administration. As of Sept. 28, the company had identified six cases of loose parts and decided to recall the vehicles.</p><p>In a letter from Rivian CEO RJ Scaringe, customers were reminded to stop driving the vehicle if they encountered any steering issues and \"it is important not to downplay the potential risks and why we voluntarily conducted the recall\".</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3671902\">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/fbe1978aa2a9f9f30678043cc1967d5f","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","BK4555":"新能源车","BK4099":"汽车制造商"},"source_url":"https://wallstreetcn.com/articles/3671902","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274373217","content_text":"由于零部件松动带来的安全隐患,Rivian 召回了几乎所有生产的车辆。当地时间10月8日周六,美国电动车制造商 Rivian 发布通知称,连接其车辆上控制臂和转向节的一个紧固件可能安装不当,这一问题可能导致车轮过度外倾甚至倾斜,在一些极端情况下还会导致车轮与汽车分离,影响司机操控汽车。该公司决定召回几乎所有的车辆。据媒体报道,Rivian 的一名发言人表示,此次召回涉及该公司在2021年底至2022年9月期间生产的约1.3万辆汽车,目前还没有已知与该潜在问题有关的人员伤亡。Rivian 估计,在被召回的车辆中,有1%的车辆受到该问题的影响。发言人还称,Rivian 于2021年9月首次开始生产汽车,截至今年第三季度共生产了1.5万多辆汽车。此次召回涉及 Rivian 目前销售的所有三款车型:电动皮卡、SUV和商用送货货车。Rivian 向所有受影响的客户发送了关于召回的电子邮件,并预计召回的财务影响可以忽略不计,并希望在30天内对所有车辆进行检查。此次召回发生在 Rivian 的关键时刻,该公司为了实现2.5万辆的全年生产目标,正在加快其位于伊利诺伊州工厂的生产。尽管 Rivian 去年在IPO中大放异彩,但今年的形势更为艰难,供应方面尤其是半导体的短缺继续阻碍其增产,并推高了成本。该公司股价今年以来下跌了近67%。在周五晚些时候传出召回消息后,Rivian 的股价在盘后交易中基本持平。截至周五收盘,Rivian的市值为337亿美元。根据提交给美国国家公路交通安全管理局的一份通知,今年8月,Rivian 得知了这一安全隐患并随后展开了调查。截至9月28日,该公司发现了6起零部件松动的案例,并决定召回这些车辆。Rivian 首席执行官 RJ Scaringe 一封信中提醒客户,如果遇到任何转向问题请停止驾驶车辆,“重要的是不要淡化潜在风险,以及为什么我们自愿进行召回”。","news_type":1,"symbols_score_info":{"RIVN":1}},"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030322314,"gmtCreate":1645651634858,"gmtModify":1676534048085,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"🤣","listText":"🤣","text":"🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030322314","repostId":"1129874331","repostType":4,"repost":{"id":"1129874331","kind":"news","pubTimestamp":1645630215,"share":"https://ttm.financial/m/news/1129874331?lang=en_US&edition=fundamental","pubTime":"2022-02-23 23:30","market":"us","language":"zh","title":"How big is the impact of Biden's sanctions on Russian sovereign bonds?","url":"https://stock-news.laohu8.com/highlight/detail?id=1129874331","media":"金十数据","summary":"对俄罗斯来说,短期内制裁可能不疼不痒。美国对俄罗斯主权债务的制裁让全球投资者意识到,即使乌克兰危机升级后俄罗斯国债已大幅下跌,但未来仍可能进一步下跌。尽管美国总统拜登宣布的措施并没有极大限制地俄罗斯获","content":"<p><html><head></head><body>For Russia, sanctions may not hurt in the short term. U.S. sanctions on Russia's sovereign debt have made global investors realize that even if Russia's Treasury Bond have fallen sharply after the escalation of the Ukrainian crisis, they may still fall further in the future.</p><p>While the measures announced by U.S. President Joe Biden did not greatly limit Russia's access to funding, its actions on Tuesday were a warning. Investors remain wary of potentially more sanctions, moves that could affect more Russian banks and even limit the ability of the Russian ruble to convert into foreign currencies.</p><p>Under the sanctions, many U.S.-linked investors will not be able to buy any Russian sovereign bonds newly issued after March 1 in the secondary market, having previously been restricted from purchasing these bonds in the primary market. The primary market appears to be the main target of sanctions, but as Russia considers refinancing activities, this could have a ripple effect on its existing debt and potential future risks.</p><p>Clay Lowery, executive vice president of the International Finance Association, said:</p><p>\"In the short term, this is unlikely to affect the Russian economy. But in the long term, this move, along with other actions by European countries, could hamper Russia's economic growth.\" Russian asset prices suffered heavy losses</p><p>With the escalation of the crisis in Ukraine, European and American sanctions and possible further measures have increased the pressure on Russian assets, and Russian asset prices have dropped sharply.</p><p>Credit default swap data shows that the cost of insuring Russian debt has soared to about 342 basis points, from just over 100 basis points in mid-December last year. Popular ETFs that invest in large Russian stocks also sold off on Tuesday, with the $1.4 billion VanEck Russia ETF recording its biggest drop since COVID-19 pandemic hit global markets in March 2020. Meanwhile, the ruble has fallen more than 5% so far this year, making it the world's worst-performing major currency.</p><p><img src=\"https://static.tigerbbs.com/6b3ac1ba99953e5bc31a08e5a309cc5d\" tg-width=\"830\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/></p><p>A senior U.S. government official told reporters that the sanctions imposed on Russia's sovereign debt mainly target the primary market, which is key to the country's fundraising. According to the official, very similar measures have been implemented in Europe. Japanese Prime Minister Fumio Kishida also said Wednesday that he would ban the issuance and sale of new Russian government bonds in Japan.</p><p>According to data from the U.S. Treasury Department, as of December last year, the size of Russian long-term bonds held by U.S. residents was about $14 billion, slightly higher than Turkish bonds, but less than half of Norwegian bonds held by the United States.</p><p>On Tuesday, Russia's eurobonds due 2028 fell 3.7 cents to 136 cents of the dollar face value, the lowest level since 2015, on the back of U.S. sanctions. according to<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Index, the additional yield of Russian sovereign debt relative to U.S. Treasury Bond rose 50 basis points to 330 basis points on Tuesday.</p><p>Investors weigh the impact of sanctions</p><p>The U.S. Treasury Department has warned that sanctions on Russia's sovereign debt market will lead to the risk of global financial turmoil. Now, investors are weighing the possibility of further sanctions and how they will manifest themselves in the market.</p><p>The rally in Russian stocks on Wednesday also underscored warnings that investors saw the sanctions as just a bluff. Guido Chamorro, director of Pictet Asset Management in London, believes that although the sanctions mean Russia will be unable to borrow from abroad for some time, Russia can perfectly \"get by\" without foreign funds.</p><p>In his view, the double balance of payments surplus, low foreign debt level and high foreign exchange reserves mean that Russia is relatively self-sufficient. He believes:</p><p>\"If the sanctions stop here, then we may not see much additional sell order, because the price has been adjusted. However, if the situation escalates further, leading to more and tougher sanctions, then everything is over. From eurobonds to the ruble, tougher sanctions may lead to a bigger downward trend for all Russian assets. Jack McIntyre, portfolio manager at Brandywine Global Investment Management, said:</p><p>\"As long as the existing Russian debt is not included, the market will be fine. Because if necessary, we can choose to sell or increase our positions. These are not severe sanctions, obviously they are intentional.\" Cathy Hepworth, director of PGIM Fixed Income, which manages $72 billion of emerging market debt, wrote:</p><p>\"While this makes it more difficult for Russia to issue foreign debt, they really don't need it. If sanctions increase in the future (such as involving more Russian banks), it may make it more difficult for local banks to repay their debt.\" Emso Asset Management Jens Nystedt, senior asset manager at the company, said:</p><p>\"I think this is only the first round of sanctions, and the United States and Europe will keep a hand depending on the development of the situation.\"</body></html></p>","source":"jssj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How big is the impact of Biden's sanctions on Russian sovereign bonds?</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 big is the impact of Biden's sanctions on Russian sovereign bonds?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2022-02-23 23:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>For Russia, sanctions may not hurt in the short term. U.S. sanctions on Russia's sovereign debt have made global investors realize that even if Russia's Treasury Bond have fallen sharply after the escalation of the Ukrainian crisis, they may still fall further in the future.</p><p>While the measures announced by U.S. President Joe Biden did not greatly limit Russia's access to funding, its actions on Tuesday were a warning. Investors remain wary of potentially more sanctions, moves that could affect more Russian banks and even limit the ability of the Russian ruble to convert into foreign currencies.</p><p>Under the sanctions, many U.S.-linked investors will not be able to buy any Russian sovereign bonds newly issued after March 1 in the secondary market, having previously been restricted from purchasing these bonds in the primary market. The primary market appears to be the main target of sanctions, but as Russia considers refinancing activities, this could have a ripple effect on its existing debt and potential future risks.</p><p>Clay Lowery, executive vice president of the International Finance Association, said:</p><p>\"In the short term, this is unlikely to affect the Russian economy. But in the long term, this move, along with other actions by European countries, could hamper Russia's economic growth.\" Russian asset prices suffered heavy losses</p><p>With the escalation of the crisis in Ukraine, European and American sanctions and possible further measures have increased the pressure on Russian assets, and Russian asset prices have dropped sharply.</p><p>Credit default swap data shows that the cost of insuring Russian debt has soared to about 342 basis points, from just over 100 basis points in mid-December last year. Popular ETFs that invest in large Russian stocks also sold off on Tuesday, with the $1.4 billion VanEck Russia ETF recording its biggest drop since COVID-19 pandemic hit global markets in March 2020. Meanwhile, the ruble has fallen more than 5% so far this year, making it the world's worst-performing major currency.</p><p><img src=\"https://static.tigerbbs.com/6b3ac1ba99953e5bc31a08e5a309cc5d\" tg-width=\"830\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/></p><p>A senior U.S. government official told reporters that the sanctions imposed on Russia's sovereign debt mainly target the primary market, which is key to the country's fundraising. According to the official, very similar measures have been implemented in Europe. Japanese Prime Minister Fumio Kishida also said Wednesday that he would ban the issuance and sale of new Russian government bonds in Japan.</p><p>According to data from the U.S. Treasury Department, as of December last year, the size of Russian long-term bonds held by U.S. residents was about $14 billion, slightly higher than Turkish bonds, but less than half of Norwegian bonds held by the United States.</p><p>On Tuesday, Russia's eurobonds due 2028 fell 3.7 cents to 136 cents of the dollar face value, the lowest level since 2015, on the back of U.S. sanctions. according to<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Index, the additional yield of Russian sovereign debt relative to U.S. Treasury Bond rose 50 basis points to 330 basis points on Tuesday.</p><p>Investors weigh the impact of sanctions</p><p>The U.S. Treasury Department has warned that sanctions on Russia's sovereign debt market will lead to the risk of global financial turmoil. Now, investors are weighing the possibility of further sanctions and how they will manifest themselves in the market.</p><p>The rally in Russian stocks on Wednesday also underscored warnings that investors saw the sanctions as just a bluff. Guido Chamorro, director of Pictet Asset Management in London, believes that although the sanctions mean Russia will be unable to borrow from abroad for some time, Russia can perfectly \"get by\" without foreign funds.</p><p>In his view, the double balance of payments surplus, low foreign debt level and high foreign exchange reserves mean that Russia is relatively self-sufficient. He believes:</p><p>\"If the sanctions stop here, then we may not see much additional sell order, because the price has been adjusted. However, if the situation escalates further, leading to more and tougher sanctions, then everything is over. From eurobonds to the ruble, tougher sanctions may lead to a bigger downward trend for all Russian assets. Jack McIntyre, portfolio manager at Brandywine Global Investment Management, said:</p><p>\"As long as the existing Russian debt is not included, the market will be fine. Because if necessary, we can choose to sell or increase our positions. These are not severe sanctions, obviously they are intentional.\" Cathy Hepworth, director of PGIM Fixed Income, which manages $72 billion of emerging market debt, wrote:</p><p>\"While this makes it more difficult for Russia to issue foreign debt, they really don't need it. If sanctions increase in the future (such as involving more Russian banks), it may make it more difficult for local banks to repay their debt.\" Emso Asset Management Jens Nystedt, senior asset manager at the company, said:</p><p>\"I think this is only the first round of sanctions, and the United States and Europe will keep a hand depending on the development of the situation.\"</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://xnews.jin10.com/details/90384\">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/b723feb7135a01ca53f3c6edab4b9665","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/90384","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129874331","content_text":"对俄罗斯来说,短期内制裁可能不疼不痒。美国对俄罗斯主权债务的制裁让全球投资者意识到,即使乌克兰危机升级后俄罗斯国债已大幅下跌,但未来仍可能进一步下跌。尽管美国总统拜登宣布的措施并没有极大限制地俄罗斯获得资金,但其周二的行动是一个警告。投资者仍对潜在的更多制裁保持警惕,这些举措可能会影响更多的俄罗斯银行,甚至会限制俄罗斯卢布兑换成外币的能力。根据制裁,许多与美国相关的投资者将不能在二级市场购买3月1日之后新发行的任何俄罗斯主权债券,此前他们已被限制在一级市场购买这些债券。一级市场似乎是制裁的主要目标,但随着俄罗斯考虑再融资活动,这可能就会对其现有债务和未来的潜在风险产生连锁反应。国际金融协会执行副会长Clay Lowery称:“短期内,这不大可能影响俄罗斯经济。但从长远来看,这一举措加上欧洲国家的其他行动,可能会阻碍俄罗斯的经济增长。”俄罗斯资产价格遭受重挫随着乌克兰危机的升级,欧美的制裁以及可能进一步采取的措施,增加了俄罗斯资产面临的压力,俄罗斯的资产价格已经急剧下降。信用违约互换数据显示,俄罗斯债务保险的成本已飙升至约342个基点,去年12月中旬时仅略高于100个基点。周二,投资俄罗斯大型股票的热门ETF也出现抛售,市值达14亿美元的VanEck俄罗斯ETF创下了自2020年3月新冠疫情冲击全球市场以来的最大跌幅。与此同时,卢布今年迄今已下跌逾5%,是全球表现最差的主要货币。美国政府一名高级官员对记者表示,对俄罗斯主权债务实施的制裁主要针对一级市场,而一级市场是国家筹集资金的关键。据这位官员称,欧洲已经实施了非常类似的措施。日本首相岸田文雄周三也表示,他将禁止在日本发行和出售新的俄罗斯政府债券。美国财政部数据显示,截至去年12月,美国居民持有的俄罗斯长期债券规模约为140亿美元,略高于土耳其债券,但不到美国所持挪威债券的一半。周二,受美国制裁措施影响,俄罗斯2028年到期的欧元债券下跌3.7美分,至1美元面值的136美分,为2015年以来的最低水平。根据摩根大通的指数,俄罗斯主权债务相对于美国国债的额外收益率在周二上升了50个基点,至330个基点。投资者权衡制裁的影响美国财政部曾警告称,制裁俄罗斯主权债务市场将导致全球金融面临动荡的风险。现在,投资者正在权衡进一步制裁的可能性,以及这些制裁将如何在市场上表现出来。周三俄罗斯股市的反弹也突显出投资者认为制裁只是虚张声势的警告。Pictet Asset Management驻伦敦的主管Guido Chamorro认为,尽管制裁意味着俄罗斯将在一段时间内无法从国外借款,但俄罗斯完全可以在没有外国资金的情况下“过日子”。在他看来,国际收支双顺差、较低的外债水平和较高的外汇储备意味着俄罗斯相对能够自给自足。他认为:“如果制裁到此为止,那么我们可能不会看到太多额外的卖盘,因价格已经调整完毕。但是,如果局势进一步升级,导致更多更严厉的制裁,那么一切都完了。从欧元债券到卢布,更严厉的制裁可能导致俄罗斯所有资产出现更大的下行趋势。Brandywine Global Investment Management投资组合经理Jack McIntyre表示:“只要不包括现有的俄罗斯债务,市场就会好起来的。因为在必要情况下,我们可以选择出售或增持头寸。这些不是严厉的制裁,显然这是有意为之。”管理着720亿美元的新兴市场债务的PGIM Fixed Income的主管Cathy Hepworth写道:“虽然这让俄罗斯发行外债变得更加困难,但他们真的不需要。如果今后制裁力度加大(比如涉及到更多的俄罗斯银行),这可能会让当地银行更难偿还债务。”Emso资产管理公司高级资产经理Jens Nystedt表示:“我认为这只是第一轮制裁,美国和欧洲将根据事态的发展留一手。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096843031,"gmtCreate":1644365577740,"gmtModify":1676533917127,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"💪","listText":"💪","text":"💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096843031","repostId":"2210389755","repostType":4,"isVote":1,"tweetType":1,"viewCount":1451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}