lckleong personal page - To The Moon

lckleong

lckleong

财务自由

145Follow

4Followers

0Topic

0Badge

07-21

$Aztech Gbl(8AZ.SI)$

07-20

$美国超微公司(AMD)$ [开心]

06-22

[开心]

03-12

[开心]

2024-03-24

$迪士尼(DIS)$

2024-01-11

[开心] [开心]

2023-11-14

$星巴克(SBUX)$

2023-11-14

$星巴克(SBUX)$ [开心] [开心]

2023-11-14

[开心] [开心]

2022-11-29

$星巴克(SBUX)$

2022-06-03

$新电信(Z74.SI)$😂

2022-05-17

$标普500指数ETF(IVV)$👍

2022-05-17

$可口可乐(KO)$😄

2022-05-13

$可口可乐(KO)$😁

2022-05-04

$苹果(AAPL)$😁

2022-05-03

$伯克希尔B(BRK.B)$👍

2022-04-29

$可口可乐(KO)$👏

2022-04-28

$昇菘(OV8.SI)$😁😁

2022-04-05

$可口可乐(KO)$😘

2022-04-03

$可口可乐(KO)$😊

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3583119300391698","uuid":"3583119300391698","gmtCreate":1620888635307,"gmtModify":1621864315138,"name":"lckleong","pinyin":"lckleong","introduction":"","introductionEn":"","signature":"财务自由","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","hatId":"ca_profile_frame_Lm11L6","hatName":"","vip":1,"status":2,"fanSize":4,"headSize":145,"tweetSize":42,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.12","exceedPercentage":"80.33%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"f00de38e20574ad1abf55a15966547c8-1","templateUuid":"f00de38e20574ad1abf55a15966547c8","name":"Average winning trade","description":"Top 50%","bigImgUrl":"https://community-static.tradeup.com/news/f53cdecfbff6499d133bad354ae10ff1","smallImgUrl":"https://community-static.tradeup.com/news/2554f84686bbcccc035b93fe29308e43","grayImgUrl":"https://community-static.tradeup.com/news/84c66bc70ac1cf09f4e89b1d4ca9d017","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.16","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5200},{"badgeId":"23f878ed27704312ae41c7f17e73b319-3","templateUuid":"23f878ed27704312ae41c7f17e73b319","name":"Annualised return","description":"Top 20%","bigImgUrl":"https://community-static.tradeup.com/news/1ece4391160b811e6f36b1eea9eb6ea4","smallImgUrl":"https://community-static.tradeup.com/news/7d7540817554a583ac3bf85dea074a4a","grayImgUrl":"https://community-static.tradeup.com/news/8c5460a7cc80dd22560efa26813d947d","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5300},{"badgeId":"cbe1c45c584340f3bd9ae6c77e0e9981-2","templateUuid":"cbe1c45c584340f3bd9ae6c77e0e9981","name":"Academy Explorer","description":"20 lessons learned","bigImgUrl":"https://community-static.tradeup.com/news/63cc10a4789c3eaa019b225a55136cf9","smallImgUrl":"https://community-static.tradeup.com/news/b1f0cbf3ae1b0a4593ddb3434df74ce0","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":7,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":36,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":459088937042368,"gmtCreate":1753100890607,"gmtModify":1753100893486,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$ </a>&nbsp;","text":"$Aztech Gbl(8AZ.SI)$","images":[{"img":"https://community-static.tradeup.com/news/d35fde6cc048453b8325d3c9f0376aac","width":"1062","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/459088937042368","isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":458591078584496,"gmtCreate":1752973322279,"gmtModify":1752973325235,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$ </a>&nbsp;[开心]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$ </a>&nbsp;[开心]&nbsp;&nbsp;","text":"$美国超微公司(AMD)$ [开心]","images":[{"img":"https://community-static.tradeup.com/news/9c719501ac7364a17784c1b41c570bf7","width":"1062","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/458591078584496","isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":448635479671240,"gmtCreate":1750556488846,"gmtModify":1750556492738,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"[开心]&nbsp;&nbsp;","listText":"[开心]&nbsp;&nbsp;","text":"[开心]","images":[{"img":"https://community-static.tradeup.com/news/0dec669868f384d5dbfa41ecb91f4dde","width":"1260","height":"1620"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/448635479671240","isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":412937425215712,"gmtCreate":1741789702305,"gmtModify":1741789706417,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"[开心]&nbsp;&nbsp;","listText":"[开心]&nbsp;&nbsp;","text":"[开心]","images":[{"img":"https://community-static.tradeup.com/news/a548b300fb9863922f41d5a5a537fc74","width":"1220","height":"1838"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/412937425215712","isVote":1,"tweetType":1,"viewCount":1188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":287638686142464,"gmtCreate":1711246876390,"gmtModify":1711246880351,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$迪士尼(DIS)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/DIS\">$迪士尼(DIS)$ </a>&nbsp;","text":"$迪士尼(DIS)$","images":[{"img":"https://community-static.tradeup.com/news/9293c1ba77d7d8826899dfeb7f6558a6","width":"1022","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/287638686142464","isVote":1,"tweetType":1,"viewCount":2312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":261936699891928,"gmtCreate":1704984293936,"gmtModify":1704984298453,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;","listText":"[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;","text":"[开心] [开心]","images":[{"img":"https://community-static.tradeup.com/news/35bc95212effd0f0ebf9f4208bbd3d8e","width":"1221","height":"2352"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261936699891928","isVote":1,"tweetType":1,"viewCount":1997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":241442435121216,"gmtCreate":1699974446278,"gmtModify":1699974451172,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SBUX\">$星巴克(SBUX)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SBUX\">$星巴克(SBUX)$ &nbsp;</a>","text":"$星巴克(SBUX)$","images":[{"img":"https://community-static.tradeup.com/news/5741d5ab011f59b2862e66050ceb831d","width":"1022","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/241442435121216","isVote":1,"tweetType":1,"viewCount":1700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":241442969804856,"gmtCreate":1699974426432,"gmtModify":1699974430746,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SBUX\">$星巴克(SBUX)$ &nbsp;</a>[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/SBUX\">$星巴克(SBUX)$ &nbsp;</a>[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;","text":"$星巴克(SBUX)$ [开心] [开心]","images":[{"img":"https://community-static.tradeup.com/news/b4dd082f0868f4eac94bdce0bd49673b","width":"1022","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/241442969804856","isVote":1,"tweetType":1,"viewCount":2337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":241325039898656,"gmtCreate":1699937942752,"gmtModify":1699937947681,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;","listText":"[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;","text":"[开心] [开心]","images":[{"img":"https://community-static.tradeup.com/news/0f8a9ef490c4f8922b183818ab38dd72","width":"1220","height":"1600"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/241325039898656","isVote":1,"tweetType":1,"viewCount":2153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9962183870,"gmtCreate":1669734879290,"gmtModify":1676538232770,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SBUX\">$星巴克(SBUX)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SBUX\">$星巴克(SBUX)$ &nbsp;</a>","text":"$星巴克(SBUX)$","images":[{"img":"https://community-static.tradeup.com/news/5fcef7e34dc6a9a4cbaafa1c36d1a2c9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962183870","isVote":1,"tweetType":1,"viewCount":2308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9059084987,"gmtCreate":1654264424649,"gmtModify":1676535421907,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$新电信(Z74.SI)$</a>😂","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$新电信(Z74.SI)$</a>😂","text":"$新电信(Z74.SI)$😂","images":[{"img":"https://community-static.tradeup.com/news/27631ed98ba02d7a6dace48a1755c147","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059084987","isVote":1,"tweetType":1,"viewCount":1912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9029521571,"gmtCreate":1652800522293,"gmtModify":1676535164455,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/IVV\">$标普500指数ETF(IVV)$</a>👍","listText":"<a href=\"https://ttm.financial/S/IVV\">$标普500指数ETF(IVV)$</a>👍","text":"$标普500指数ETF(IVV)$👍","images":[{"img":"https://community-static.tradeup.com/news/bd99f46e8fe7b32d6bc3405a366e6e81","width":"1080","height":"2988"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029521571","isVote":1,"tweetType":1,"viewCount":2008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9029521177,"gmtCreate":1652800485100,"gmtModify":1676535164440,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/KO\">$可口可乐(KO)$</a>😄","listText":"<a href=\"https://ttm.financial/S/KO\">$可口可乐(KO)$</a>😄","text":"$可口可乐(KO)$😄","images":[{"img":"https://community-static.tradeup.com/news/1bf386bfeb5449cc64a02676d3407f8c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029521177","isVote":1,"tweetType":1,"viewCount":1287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9067625940,"gmtCreate":1652456082281,"gmtModify":1676535104655,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/KO\">$可口可乐(KO)$</a>😁","listText":"<a href=\"https://ttm.financial/S/KO\">$可口可乐(KO)$</a>😁","text":"$可口可乐(KO)$😁","images":[{"img":"https://community-static.tradeup.com/news/d34184d7fb403bbdbc1162c142c652e8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067625940","isVote":1,"tweetType":1,"viewCount":1457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9061477849,"gmtCreate":1651672674807,"gmtModify":1676534946199,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>😁","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>😁","text":"$苹果(AAPL)$😁","images":[{"img":"https://community-static.tradeup.com/news/ba3cd0975fbebbc777e5c6b4de21a721","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061477849","isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9061180057,"gmtCreate":1651585842803,"gmtModify":1676534930994,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BRK.B\">$伯克希尔B(BRK.B)$</a>👍","listText":"<a href=\"https://ttm.financial/S/BRK.B\">$伯克希尔B(BRK.B)$</a>👍","text":"$伯克希尔B(BRK.B)$👍","images":[{"img":"https://community-static.tradeup.com/news/f0dd3d732bbe6a2890f108a3ea3455ef","width":"1080","height":"2988"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061180057","isVote":1,"tweetType":1,"viewCount":1056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9069370577,"gmtCreate":1651242172089,"gmtModify":1676534876747,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/KO\">$可口可乐(KO)$</a>👏","listText":"<a href=\"https://ttm.financial/S/KO\">$可口可乐(KO)$</a>👏","text":"$可口可乐(KO)$👏","images":[{"img":"https://community-static.tradeup.com/news/a2e9aeb224bb6c043502d42997cb5ddd","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069370577","isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9060285827,"gmtCreate":1651154770955,"gmtModify":1676534860051,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OV8.SI\">$昇菘(OV8.SI)$</a>😁😁","listText":"<a href=\"https://ttm.financial/S/OV8.SI\">$昇菘(OV8.SI)$</a>😁😁","text":"$昇菘(OV8.SI)$😁😁","images":[{"img":"https://community-static.tradeup.com/news/d6ccac611751319df38bf81fc9eb4105","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060285827","isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9016848996,"gmtCreate":1649170679009,"gmtModify":1676534463035,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/KO\">$可口可乐(KO)$</a>😘","listText":"<a href=\"https://ttm.financial/S/KO\">$可口可乐(KO)$</a>😘","text":"$可口可乐(KO)$😘","images":[{"img":"https://community-static.tradeup.com/news/b6c832b9b509e7546a8fc0f6f49397e7","width":"1080","height":"2988"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016848996","isVote":1,"tweetType":1,"viewCount":1237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9018125498,"gmtCreate":1649000733950,"gmtModify":1676534434022,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/KO\">$可口可乐(KO)$</a>😊","listText":"<a href=\"https://ttm.financial/S/KO\">$可口可乐(KO)$</a>😊","text":"$可口可乐(KO)$😊","images":[{"img":"https://community-static.tradeup.com/news/805e959e0633df6871409878b3e5c444","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018125498","isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":241442969804856,"gmtCreate":1699974426432,"gmtModify":1699974430746,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SBUX\">$星巴克(SBUX)$ &nbsp;</a>[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/SBUX\">$星巴克(SBUX)$ &nbsp;</a>[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;","text":"$星巴克(SBUX)$ [开心] [开心]","images":[{"img":"https://community-static.tradeup.com/news/b4dd082f0868f4eac94bdce0bd49673b","width":"1022","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/241442969804856","isVote":1,"tweetType":1,"viewCount":2337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":241442435121216,"gmtCreate":1699974446278,"gmtModify":1699974451172,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SBUX\">$星巴克(SBUX)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SBUX\">$星巴克(SBUX)$ &nbsp;</a>","text":"$星巴克(SBUX)$","images":[{"img":"https://community-static.tradeup.com/news/5741d5ab011f59b2862e66050ceb831d","width":"1022","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/241442435121216","isVote":1,"tweetType":1,"viewCount":1700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9001908186,"gmtCreate":1641129237588,"gmtModify":1676533574579,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001908186","repostId":"2200790449","repostType":4,"isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962183870,"gmtCreate":1669734879290,"gmtModify":1676538232770,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SBUX\">$星巴克(SBUX)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SBUX\">$星巴克(SBUX)$ &nbsp;</a>","text":"$星巴克(SBUX)$","images":[{"img":"https://community-static.tradeup.com/news/5fcef7e34dc6a9a4cbaafa1c36d1a2c9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962183870","isVote":1,"tweetType":1,"viewCount":2308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":804074452,"gmtCreate":1627914143176,"gmtModify":1703497818331,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804074452","repostId":"1177484074","repostType":4,"repost":{"id":"1177484074","kind":"news","pubTimestamp":1627904483,"share":"https://ttm.financial/m/news/1177484074?lang=en_US&edition=fundamental","pubTime":"2021-08-02 19:41","market":"us","language":"zh","title":"Epidemic + lack of cores, how can Apple become the \"most profitable company in the world\"?","url":"https://stock-news.laohu8.com/highlight/detail?id=1177484074","media":"智东西","summary":"苹果公司正成为一家具有抗脆弱（Antifragile）能力的公司。","content":"<p>Text/Xu Shan</p><p>According to foreign media TidBITS,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company is becoming a company with Antifragile capabilities through relatively strong supply chain guarantee and diversified products and services. But the report also said that Apple also faces the risks of government supervision, company management alternation and unstable chip production capacity.</p><p>By obtaining priority supply rights, independently developing chips, and creating a diversified product portfolio, Apple has improved Apple's own ability to resist vulnerability and resist external risk impacts.</p><p>Antifragility is a concept pioneered by Nicholas Nassim Taleb in his work Antifragility. He believes that anti-vulnerability refers to the ability of some enterprises to benefit from chaotic market conditions and promote their own development. TidBITS reports that Apple has gained a lot from the \"black swan\" event of the epidemic, which means that Apple has a certain anti-vulnerability, that is, the ability to resist risks.</p><p>Faced with the double test of \"epidemic + core shortage\" in 2020, in what aspects does Apple have an advantage? In what ways does Apple improve its ability to resist risks? What other challenges does it face? We try to find the answer to the question from this report.</p><p><b>Apple has three major advantages: priority supply rights, self-developed chips and market competitiveness</b></p><p>Previously, Apple had spent billions of dollars to ensure the safety of components in the supply chain, so Apple will not cause a sharp drop in product shipments or even stop production due to chip shortages.</p><p>Apple reported that it will spend $38 billion on manufacturing enterprise procurement in the third quarter of 2021, an increase of 26% from the previous quarter. Ben Bajarin, an analyst at market research firm Creative Strategies, said this is because Apple has \"locked in\" its own chip suppliers and hopes to win priority supply rights from suppliers by establishing long-term cooperation. Therefore, Apple has ensured the stability of its own supply chain when other manufacturers have fallen into chip shortages.</p><p><img src=\"https://static.tigerbbs.com/31747aa683a66b6b9d6927f3a0613d0b\" tg-width=\"550\" tg-height=\"89\" referrerpolicy=\"no-referrer\">▲ Analyst Ben Bajarin believes Apple uses standing orders to win supplier priority</p><p>Apple's choice to independently develop chips also won a certain advantage in this double test. In November 2020, Apple officially launched the self-developed M1 chip at the autumn new product launch conference to replace the<a href=\"https://laohu8.com/S/INTC\">Intel</a>Processor. This means that Apple does not need to compete with other manufacturers for Intel CPU orders and can directly hand over the chip design to<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Wait for foundries to produce and manufacture, and thus obtain the priority of chip foundries. In addition, the M1 chip is superior to Intel processors in terms of performance and energy consumption, which also drives the market sales growth of Mac computers, setting the highest sales record in the second quarter of 2021-80.1 million units.</p><p>At the same time, TidBITS reports that Apple's global influence is difficult for most competitors to achieve, especially in the Chinese market. Therefore, when China became the fastest recovering market in the world under the impact of the epidemic, the impact of the epidemic on Apple was reduced to a certain extent. When Apple's sales in the Chinese market decline (such as in the fourth quarter of 2018), Apple's strong growth in other markets around the world will alleviate the negative impact of the Chinese market.</p><p><b>Diversified \"products + services\" Apple prepares Plan B in advance</b></p><p>TidBITS believes that in Apple's third-quarter conference call, when analysts asked about the impact of the epidemic on Apple, Apple Chief Financial Officer Luca Maestri's response showed Apple's strong ability to resist risks.</p><p>Apple Chief Financial Officer Luca Maestri said that due to the impact of the epidemic, Apple had to close hundreds of retail stores, and it was difficult for users to obtain offline repair services. As a result, the sales of iPhone and Apple Watch were also affected to some extent. But it is also because of epidemic prevention and control that people need to work and study from home, and the demand for electronic devices is strong. Sales of iPad and Mac computers have shown rapid growth.</p><p>In terms of product services, the closure of offline shopping malls has also affected Apple's Apple Care product business, and the growth rate of advertising and advertising business has gradually slowed down. However, due to the closure of some entertainment venues during the epidemic control period, entertainment businesses such as Apple Music and Apple TV + have also been loved by a large number of users.</p><p>In addition, Apple not only has a diverse product portfolio, but also has two shopping methods: physical stores and online stores. Due to the sales channel of online stores, Apple has less impact on the closure of offline stores than other manufacturers.</p><p>Not only that, but the report believes that the decline in sales of iPhone series products will not undermine the growth trend of Apple's entire supply chain. As shown in the second quarter of 2020, when the revenue of the iPhone series declined, the revenue of the services and wearables business showed growth. Moreover, Apple can also monetize the iPhone through services and accessories, thereby increasing revenue through other products such as Mac computers and iPad.</p><p><img src=\"https://static.tigerbbs.com/61db48372b3f1e21a450b5219dbd8013\" tg-width=\"509\" tg-height=\"300\" referrerpolicy=\"no-referrer\">▲ Apple's revenue by product in the second quarter of 2018-2021</p><p><b>Increasing government supervision, Apple's development faces three major challenges</b></p><p>TidBITS reports that Apple has recently clashed with government regulators in some aspects of some businesses, especially the App Store, but Apple's own diversified products and services may be able to reduce the negative impact of government regulation.</p><p>The TidBITS report also mentioned that due to age reasons, 60-year-old Cook may resign in the next 5 to 10 years, and Apple's next CEO will also have a certain impact on Apple's development.</p><p>In terms of product manufacturing, as many of the world's chip foundries are located in Taiwan, China, including Apple's partner TSMC, TSMC's unstable production capacity may reduce Apple's orders, thus affecting Apple's shipments.</p><p><b>Conclusion: Multiple measures to improve the ability to resist risks, Apple becomes the most profitable company</b></p><p>TidBITS reports that Apple has gradually improved its ability to resist risks by increasing investment in the supply chain system, independently researching and developing chips, and creating diversified products and product services.</p><p>According to a Forbes report released today, Apple topped the list of global companies with a high profit of $57.4 billion, making it the most profitable company. At the same time, in terms of revenue, Apple's total revenue reached 270 million yuan last year, ranking sixth in the world.</p><p>The \"black swan\" event such as the global outbreak has also sounded the alarm for the development of global enterprises. When enterprises rapidly develop their own businesses, they must be able to resist risks to avoid heavy losses under the impact of the market.</p>","source":"zhidxcom","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>Epidemic + lack of cores, how can Apple become the \"most profitable company in the world\"?</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\">\nEpidemic + lack of cores, how can Apple become the \"most profitable company in the world\"?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智东西</strong><span class=\"h-time small\">2021-08-02 19:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Text/Xu Shan</p><p>According to foreign media TidBITS,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company is becoming a company with Antifragile capabilities through relatively strong supply chain guarantee and diversified products and services. But the report also said that Apple also faces the risks of government supervision, company management alternation and unstable chip production capacity.</p><p>By obtaining priority supply rights, independently developing chips, and creating a diversified product portfolio, Apple has improved Apple's own ability to resist vulnerability and resist external risk impacts.</p><p>Antifragility is a concept pioneered by Nicholas Nassim Taleb in his work Antifragility. He believes that anti-vulnerability refers to the ability of some enterprises to benefit from chaotic market conditions and promote their own development. TidBITS reports that Apple has gained a lot from the \"black swan\" event of the epidemic, which means that Apple has a certain anti-vulnerability, that is, the ability to resist risks.</p><p>Faced with the double test of \"epidemic + core shortage\" in 2020, in what aspects does Apple have an advantage? In what ways does Apple improve its ability to resist risks? What other challenges does it face? We try to find the answer to the question from this report.</p><p><b>Apple has three major advantages: priority supply rights, self-developed chips and market competitiveness</b></p><p>Previously, Apple had spent billions of dollars to ensure the safety of components in the supply chain, so Apple will not cause a sharp drop in product shipments or even stop production due to chip shortages.</p><p>Apple reported that it will spend $38 billion on manufacturing enterprise procurement in the third quarter of 2021, an increase of 26% from the previous quarter. Ben Bajarin, an analyst at market research firm Creative Strategies, said this is because Apple has \"locked in\" its own chip suppliers and hopes to win priority supply rights from suppliers by establishing long-term cooperation. Therefore, Apple has ensured the stability of its own supply chain when other manufacturers have fallen into chip shortages.</p><p><img src=\"https://static.tigerbbs.com/31747aa683a66b6b9d6927f3a0613d0b\" tg-width=\"550\" tg-height=\"89\" referrerpolicy=\"no-referrer\">▲ Analyst Ben Bajarin believes Apple uses standing orders to win supplier priority</p><p>Apple's choice to independently develop chips also won a certain advantage in this double test. In November 2020, Apple officially launched the self-developed M1 chip at the autumn new product launch conference to replace the<a href=\"https://laohu8.com/S/INTC\">Intel</a>Processor. This means that Apple does not need to compete with other manufacturers for Intel CPU orders and can directly hand over the chip design to<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Wait for foundries to produce and manufacture, and thus obtain the priority of chip foundries. In addition, the M1 chip is superior to Intel processors in terms of performance and energy consumption, which also drives the market sales growth of Mac computers, setting the highest sales record in the second quarter of 2021-80.1 million units.</p><p>At the same time, TidBITS reports that Apple's global influence is difficult for most competitors to achieve, especially in the Chinese market. Therefore, when China became the fastest recovering market in the world under the impact of the epidemic, the impact of the epidemic on Apple was reduced to a certain extent. When Apple's sales in the Chinese market decline (such as in the fourth quarter of 2018), Apple's strong growth in other markets around the world will alleviate the negative impact of the Chinese market.</p><p><b>Diversified \"products + services\" Apple prepares Plan B in advance</b></p><p>TidBITS believes that in Apple's third-quarter conference call, when analysts asked about the impact of the epidemic on Apple, Apple Chief Financial Officer Luca Maestri's response showed Apple's strong ability to resist risks.</p><p>Apple Chief Financial Officer Luca Maestri said that due to the impact of the epidemic, Apple had to close hundreds of retail stores, and it was difficult for users to obtain offline repair services. As a result, the sales of iPhone and Apple Watch were also affected to some extent. But it is also because of epidemic prevention and control that people need to work and study from home, and the demand for electronic devices is strong. Sales of iPad and Mac computers have shown rapid growth.</p><p>In terms of product services, the closure of offline shopping malls has also affected Apple's Apple Care product business, and the growth rate of advertising and advertising business has gradually slowed down. However, due to the closure of some entertainment venues during the epidemic control period, entertainment businesses such as Apple Music and Apple TV + have also been loved by a large number of users.</p><p>In addition, Apple not only has a diverse product portfolio, but also has two shopping methods: physical stores and online stores. Due to the sales channel of online stores, Apple has less impact on the closure of offline stores than other manufacturers.</p><p>Not only that, but the report believes that the decline in sales of iPhone series products will not undermine the growth trend of Apple's entire supply chain. As shown in the second quarter of 2020, when the revenue of the iPhone series declined, the revenue of the services and wearables business showed growth. Moreover, Apple can also monetize the iPhone through services and accessories, thereby increasing revenue through other products such as Mac computers and iPad.</p><p><img src=\"https://static.tigerbbs.com/61db48372b3f1e21a450b5219dbd8013\" tg-width=\"509\" tg-height=\"300\" referrerpolicy=\"no-referrer\">▲ Apple's revenue by product in the second quarter of 2018-2021</p><p><b>Increasing government supervision, Apple's development faces three major challenges</b></p><p>TidBITS reports that Apple has recently clashed with government regulators in some aspects of some businesses, especially the App Store, but Apple's own diversified products and services may be able to reduce the negative impact of government regulation.</p><p>The TidBITS report also mentioned that due to age reasons, 60-year-old Cook may resign in the next 5 to 10 years, and Apple's next CEO will also have a certain impact on Apple's development.</p><p>In terms of product manufacturing, as many of the world's chip foundries are located in Taiwan, China, including Apple's partner TSMC, TSMC's unstable production capacity may reduce Apple's orders, thus affecting Apple's shipments.</p><p><b>Conclusion: Multiple measures to improve the ability to resist risks, Apple becomes the most profitable company</b></p><p>TidBITS reports that Apple has gradually improved its ability to resist risks by increasing investment in the supply chain system, independently researching and developing chips, and creating diversified products and product services.</p><p>According to a Forbes report released today, Apple topped the list of global companies with a high profit of $57.4 billion, making it the most profitable company. At the same time, in terms of revenue, Apple's total revenue reached 270 million yuan last year, ranking sixth in the world.</p><p>The \"black swan\" event such as the global outbreak has also sounded the alarm for the development of global enterprises. When enterprises rapidly develop their own businesses, they must be able to resist risks to avoid heavy losses under the impact of the market.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://finance.sina.com.cn/tech/csj/2021-08-02/doc-ikqcfncc0514764.shtml\">智东西</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4c1261046fdf2e9dca6385e928ebb0bc","relate_stocks":{"AAPL":"苹果"},"source_url":"http://finance.sina.com.cn/tech/csj/2021-08-02/doc-ikqcfncc0514764.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177484074","content_text":"文/徐珊\n据外媒TidBITS报道，苹果公司正在通过较为强大的供应链保障和多元化的产品服务成为一家具有抗脆弱（Antifragile）能力的公司。但报道也表示苹果还面临着政府监管、公司管理层交替以及芯片产能不稳定的风险。\n苹果通过获得优先供应权、自主研发芯片、以及打造多元化产品组合等方式，提高了苹果自身的抗脆弱能力，抵御外部风险冲击。\n抗脆弱性是纳西姆·尼古拉斯·塔勒布（Nicholas Nassim Taleb）率先在其作品《抗脆弱》中提出的概念。他认为，抗脆弱性是指一些企业具有在混乱的市场情况中获益，并且还能推动自身发展的能力。TidBITS报道认为，苹果在疫情这场“黑天鹅”事件中收获颇丰，这代表着苹果具有一定的抗脆弱性，也就是抗风险能力。\n面对2020年“疫情+缺芯”这样的双重大考，苹果在哪些方面占据了优势？苹果通过哪些方式提高自身的抗风险能力？它还面临着哪些挑战？我们尝试从这篇报道中找到问题的答案。\n苹果拥有优先供应权、自研芯片和市场竞争力三大优势\n此前，苹果曾花费了数十亿美元来确保供应链的零部件安全，所以苹果并不会因为芯片短缺导致产品出货量大幅下降，甚至停产。\n苹果公司报告称，它将在2021年第三季度的制造企业采购环节上投入380亿美元，比上一季度增长26%。市场研究公司Creative Strategies的分析师Ben Bajarin表示，这是因为苹果“锁定”了自己的芯片供应商，并希望通过建立长期合作赢得供应商们的优先供应权。也因此，在其他制造商已经陷入了芯片短缺的困境时，苹果保障了自身的供应链稳定。\n▲分析师Ben Bajarin认为，苹果用长期订单赢得供应商的优先权\n苹果选择自主研发芯片也在这场双重大考中赢得了一定优势。2020年11月，苹果在秋季新品发布会上正式推出自主研发的M1芯片，替代Mac电脑中的英特尔处理器。这意味着苹果不需要与其他厂商争取英特尔CPU订单，可以直接将芯片设计交给台积电等代工厂生产制造，并由此获得芯片代工厂的优先权。此外，M1芯片在性能和能耗方面优于英特尔处理器，这同样推动了Mac电脑的市场销量增长，在2021年第二季度创造下最高销量纪录——8010万台。\n同时，TidBITS报道认为，苹果所具有的全球影响力是大多数竞争对手难以达到的，尤其在中国市场。因此，当中国成为疫情冲击下全球恢复最快的市场时，从一定程度减少了苹果所受疫情冲击的影响。而当苹果在中国市场的销售额下降时（如2018年第四季度），苹果在全球其他市场的强势增长将会缓解中国市场带来的负面影响。\n多元“产品+服务” 苹果提前备好Plan B\nTidBITS认为，在苹果第三季度的电话会议上，当分析师问及疫情对苹果的影响时，苹果首席财务官Luca Maestri的回应正说明了苹果的抗风险能力较强。\n苹果首席财务官Luca Maestri表示，疫情影响，苹果不得不关闭几百家零售店，用户也难以获得线下的维修服务，iPhone和Apple Watch的销售也因此受到了一定影响。但同样也是因为疫情防控，人们需要在家办公以及学习，对电子设备的需求旺盛，iPad和Mac电脑的销售呈现了迅猛增长。\n在产品服务方面，线下商场的关闭也对苹果的Apple Care产品业务造成了影响，广告和广告业务增长速度逐渐放缓。但由于疫情管控期间，一些娱乐场所关闭，Apple Music、Apple TV+等娱乐业务同样得到了大量用户们的喜爱。\n此外，Apple不仅拥有多样化的产品组合，而且拥有由实体商店和在线商店两种购物方式。由于拥有在线商店的销售渠道，苹果对线下商场的关闭造成的影响较其他厂商较小。\n不仅如此，报道认为，iPhone系列产品的销售下降并不会破坏苹果整个供应链的增长趋势。正如2020年第二季度所示，当iPhone系列产品的营收额下降时，服务和可穿戴设备业务的营收额呈现了增长。并且，苹果还可以通过服务和配件将iPhone货币化，从而通过Mac电脑和iPad等其他产品来增加收入。\n▲苹果2018-2021年第二季度各产品的营收情况\n政府监管力度加大 苹果发展面临三大挑战\nTidBITS报道认为，苹果近期在一些业务的某些方面与政府监管机构发生冲突，尤其是App Store，但苹果自身多元化的产品与服务或许能降低由政府监管所带来的负面影响。\nTidBITS报道还提到，由于年龄原因，60岁的库克可能会在未来5到10年内辞职，苹果下一届CEO也会对苹果的发展造成一定影响。\n在产品制造方面，由于世界上许多芯片代工厂都在中国台湾，包括苹果合作伙伴台积电，台积电的产能不稳定可能会减少苹果的订单量，从而影响到苹果的出货量。\n结语：多重措施提高抗风险能力，苹果成为最赚钱的公司\nTidBITS的报道认为，苹果通过加大对供应链体系的投入、自主研发芯片、以及打造多元产品以及产品服务等方法，逐渐提高了自身的抗风险能力。\n据今日发布的《福布斯》报告显示，苹果以574亿美元的高利润位居全球公司榜首，成为最赚钱的公司。同时，在营收方面，苹果公司在去年的总营收达到了2.7亿元，位于全球第六。\n此次全球疫情爆发这样的“黑天鹅”事件也为全球企业的发展敲响警钟，企业在快速发展自身业务时，要做好抵抗风险的能力，以免在市场冲击下，造成重大损失。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059084987,"gmtCreate":1654264424649,"gmtModify":1676535421907,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$新电信(Z74.SI)$</a>😂","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$新电信(Z74.SI)$</a>😂","text":"$新电信(Z74.SI)$😂","images":[{"img":"https://community-static.tradeup.com/news/27631ed98ba02d7a6dace48a1755c147","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059084987","isVote":1,"tweetType":1,"viewCount":1912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9067625940,"gmtCreate":1652456082281,"gmtModify":1676535104655,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/KO\">$可口可乐(KO)$</a>😁","listText":"<a href=\"https://ttm.financial/S/KO\">$可口可乐(KO)$</a>😁","text":"$可口可乐(KO)$😁","images":[{"img":"https://community-static.tradeup.com/news/d34184d7fb403bbdbc1162c142c652e8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067625940","isVote":1,"tweetType":1,"viewCount":1457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9061477849,"gmtCreate":1651672674807,"gmtModify":1676534946199,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>😁","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>😁","text":"$苹果(AAPL)$😁","images":[{"img":"https://community-static.tradeup.com/news/ba3cd0975fbebbc777e5c6b4de21a721","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061477849","isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9096277302,"gmtCreate":1644413447718,"gmtModify":1676533922763,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096277302","repostId":"2210536528","repostType":4,"repost":{"id":"2210536528","kind":"highlight","pubTimestamp":1644371303,"share":"https://ttm.financial/m/news/2210536528?lang=en_US&edition=fundamental","pubTime":"2022-02-09 09:48","market":"us","language":"zh","title":"Goldman Sachs warns for the first time in history: The Fed's super tightening may trigger a hard landing","url":"https://stock-news.laohu8.com/highlight/detail?id=2210536528","media":"华尔街见闻","summary":"高盛的首席经济学家发表的一份标题为\"我们需要的放缓\"的说明中提示，在薪资-通胀螺旋上升通道中，只有美联储大幅紧缩才能破局，然而如果美联储无法实现经济“软着陆”——在不影响经济前景的情况下抑制通胀，将会引发远超当前预测的经济放缓。","content":"<p><html><head></head><body>Although since July last year,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The U.S. economic growth forecast has been lowered six times, and the current forecast for the average U.S. GDP in 2022 has been reduced by 0.2 percentage points to +3.2%. However, Goldman Sachs warned for the first time since the Fed's hawkish turn to curb inflation that the Fed's tightening policy may trigger Wages and inflation have further expanded, slowing growth.</p><p>In other words,<b>If the Fed's tightening policy causes a \"hard landing\" of the economy, the United States may face a recession</b>。</p><p>On Tuesday, Jan Hatzius, chief economist of Goldman Sachs, published a note titled \"The Slowdown We Need\", suggesting that compared with the unexpected increase of 467,000 non-farm payrolls in the United States in January mentioned in an earlier article on Wall Street, the average hourly wage increased by 0.7% month-on-month.</p><p>The annualized rate of wages has accelerated to 6% over the last 2-3 quarters; While core PCE inflation has been around 5% over the past 3, 6 and 12 months. This raises the question of whether we are already in a wage-inflation spiral that needs to be broken through aggressive rate hike and substantial tightening by the Fed.<img src=\"https://static.tigerbbs.com/f37f48eca5f2ddd54d1b28ae39bd6d50\" tg-width=\"778\" tg-height=\"475\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The answer is undoubtedly obvious, although Goldman Sachs once again \"slapped in the face\" what it said in its note last month was \"little sign of a wage-inflation spiral.\"</p><p><img src=\"https://static.tigerbbs.com/3d91c3a804e2e59a2b3a901ebbf065f1\" tg-width=\"929\" tg-height=\"228\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The latest poll shows that 55% of respondents are trying to use job-hopping threats to demand salary increases from existing employers, and high inflation is one of the most \"legitimate\" reasons. The market believes that once the wage-inflation spiral is formed, the possibility that the Federal Reserve will choose a one-time sharp rate hike of 50 basis points in March cannot be ruled out.</p><p>Just as Goldman Sachs shifted after seeing inflation as \"temporary\" month after month in 2021, Goldman Sachs said after acknowledging that the wage-inflation spiral is in an upward channel:</p><p>Even if wage growth drops from 6% to 5% as we expect, this will mean unit labor cost inflation of at least 3%, assuming productivity growth does not exceed 2%. If this rate continues, it will be too high for achieving the Fed's 2% PCE inflation target. This raises the risk that Fed officials want to see a greater slowdown in economic output and job growth than is currently forecasted, and the pace will not exceed the long-term trend. In other words, to explain what Goldman Sachs chief economist said that \"wage and inflationary pressures in developed economies will expand, which means that growth needs to slow down and monetary policy needs to be tightened in the early stages of recovery\", it is actually the super tightening of the Federal Reserve. Policy may trigger a recession.</p><p>Hatzius explains its core market views, namely:</p><p>With the increase in risk-free rate of return, the widening of investment-grade IG and high-yield HY credit spreads, and the post-epidemic recovery so far, the market will experience lower expected returns and larger potential shrinkage. However, the above results are based on the premise that the Federal Reserve will somehow achieve a soft landing. The problem is that the Fed has never been able to achieve a soft landing, and every tightening cycle is followed by a crisis.</p><p><img src=\"https://static.tigerbbs.com/b638c0cc75bbe030f31ed76f96e82eb1\" tg-width=\"931\" tg-height=\"528\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>And to make the problem worse, this time the Fed not only wants to lift the short end of the curve through rate hike, but also hopes to force the yield curve to steepen through aggressive shrinking balance sheet, so that the amount of long-end selling outweighs the short-end. An inversion of the yield curve that may occur will herald the beginning of a recession.</p><p><img src=\"https://static.tigerbbs.com/f03ad7e31276ea37fe42c0993ef9cf45\" tg-width=\"943\" tg-height=\"515\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Although Goldman Sachs economists didn't directly say that the US economy would face collapse, its subtext seems to have given some hints.</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>Goldman Sachs warns for the first time in history: The Fed's super tightening may trigger a hard landing</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\">\nGoldman Sachs warns for the first time in history: The Fed's super tightening may trigger a hard landing\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\">2022-02-09 09:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Although since July last year,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The U.S. economic growth forecast has been lowered six times, and the current forecast for the average U.S. GDP in 2022 has been reduced by 0.2 percentage points to +3.2%. However, Goldman Sachs warned for the first time since the Fed's hawkish turn to curb inflation that the Fed's tightening policy may trigger Wages and inflation have further expanded, slowing growth.</p><p>In other words,<b>If the Fed's tightening policy causes a \"hard landing\" of the economy, the United States may face a recession</b>。</p><p>On Tuesday, Jan Hatzius, chief economist of Goldman Sachs, published a note titled \"The Slowdown We Need\", suggesting that compared with the unexpected increase of 467,000 non-farm payrolls in the United States in January mentioned in an earlier article on Wall Street, the average hourly wage increased by 0.7% month-on-month.</p><p>The annualized rate of wages has accelerated to 6% over the last 2-3 quarters; While core PCE inflation has been around 5% over the past 3, 6 and 12 months. This raises the question of whether we are already in a wage-inflation spiral that needs to be broken through aggressive rate hike and substantial tightening by the Fed.<img src=\"https://static.tigerbbs.com/f37f48eca5f2ddd54d1b28ae39bd6d50\" tg-width=\"778\" tg-height=\"475\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The answer is undoubtedly obvious, although Goldman Sachs once again \"slapped in the face\" what it said in its note last month was \"little sign of a wage-inflation spiral.\"</p><p><img src=\"https://static.tigerbbs.com/3d91c3a804e2e59a2b3a901ebbf065f1\" tg-width=\"929\" tg-height=\"228\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The latest poll shows that 55% of respondents are trying to use job-hopping threats to demand salary increases from existing employers, and high inflation is one of the most \"legitimate\" reasons. The market believes that once the wage-inflation spiral is formed, the possibility that the Federal Reserve will choose a one-time sharp rate hike of 50 basis points in March cannot be ruled out.</p><p>Just as Goldman Sachs shifted after seeing inflation as \"temporary\" month after month in 2021, Goldman Sachs said after acknowledging that the wage-inflation spiral is in an upward channel:</p><p>Even if wage growth drops from 6% to 5% as we expect, this will mean unit labor cost inflation of at least 3%, assuming productivity growth does not exceed 2%. If this rate continues, it will be too high for achieving the Fed's 2% PCE inflation target. This raises the risk that Fed officials want to see a greater slowdown in economic output and job growth than is currently forecasted, and the pace will not exceed the long-term trend. In other words, to explain what Goldman Sachs chief economist said that \"wage and inflationary pressures in developed economies will expand, which means that growth needs to slow down and monetary policy needs to be tightened in the early stages of recovery\", it is actually the super tightening of the Federal Reserve. Policy may trigger a recession.</p><p>Hatzius explains its core market views, namely:</p><p>With the increase in risk-free rate of return, the widening of investment-grade IG and high-yield HY credit spreads, and the post-epidemic recovery so far, the market will experience lower expected returns and larger potential shrinkage. However, the above results are based on the premise that the Federal Reserve will somehow achieve a soft landing. The problem is that the Fed has never been able to achieve a soft landing, and every tightening cycle is followed by a crisis.</p><p><img src=\"https://static.tigerbbs.com/b638c0cc75bbe030f31ed76f96e82eb1\" tg-width=\"931\" tg-height=\"528\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>And to make the problem worse, this time the Fed not only wants to lift the short end of the curve through rate hike, but also hopes to force the yield curve to steepen through aggressive shrinking balance sheet, so that the amount of long-end selling outweighs the short-end. An inversion of the yield curve that may occur will herald the beginning of a recession.</p><p><img src=\"https://static.tigerbbs.com/f03ad7e31276ea37fe42c0993ef9cf45\" tg-width=\"943\" tg-height=\"515\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Although Goldman Sachs economists didn't directly say that the US economy would face collapse, its subtext seems to have given some hints.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3651447\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e09a7b30204158feaaaf0f4efc19f31f","relate_stocks":{".IXIC":"NASDAQ Composite","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4504":"桥水持仓","BK4550":"红杉资本持仓","GS":"高盛",".DJI":"道琼斯","BK4534":"瑞士信贷持仓","BK4127":"投资银行业与经纪业","BK4552":"Archegos爆仓风波概念","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://wallstreetcn.com/articles/3651447","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210536528","content_text":"虽然从去年7月以来，高盛已经六次下调美国经济增长预期，目前美国2022年平均GDP的预测已降低0.2个百分点至+3.2%，但是在美联储为了遏制通胀鹰派转向以来，高盛首次警告称，美联储的紧缩政策或将引发薪资和通胀进一步扩大，进而使得增长放缓。换句话说，如果美联储的紧缩政策引起经济“硬着陆”，美国或将面临经济衰退。周二，高盛的首席经济学家Jan Hatzius发表了一份标题为\"我们需要的放缓\"的说明中提示，相比华尔街见闻稍早前文章提及的美国1月非农就业意外新增46.7万人，平均每小时工资环比增0.7%才是问题的关键。在过去的2-3个季度里，工资年化率已经加速到6%；而在过去的3、6和12个月里，核心PCE通胀率约为5%。这提出了一个问题，我们是否已经处于薪资-通胀螺旋之中，需要通过美联储积极的加息和大幅收紧来破局。答案无疑是显而易见的，虽然高盛再次“打脸”自己上个月说明中所说的“几乎没有薪资-通胀螺旋上升的迹象”。最新民调显示，55%的受访者正尝试用跳槽威胁要求现有雇主加薪，高通胀是最“正当”的理由之一。市场认为，薪资-通胀螺旋一旦形成，不能排除美联储3月选择一次性大幅加息50个基点的可能性。正像高盛在2021年月复一月将通胀视为“暂时的”之后转变，高盛在承认薪资-通胀螺旋是在上升通道中之后，表示：即使工资增长如我们所期望的从6%下降到5%，这将意味着单位劳动成本通胀至少为3%，假设生产力的增长不超过2%。如果以此速度继续持续下去，对于实现美联储2%的PCE通胀目标来说将是过高的。这就提出了一个风险，即美联储官员希望看到经济产出和就业增长比目前预测的出现更大的放缓，速度将不超过长期趋势。换句话来解释高盛首席经济学家所说的“发达经济体薪资和通胀压力将会扩大，意味着增长需要放缓，货币政策需要在复苏早期阶段收紧”，其实就是美联储的超级紧缩政策或将引发经济衰退。Hatzius解释了其核心市场观点，即：无风险收益率的增加，投资等级IG和高收益HY信贷利差的扩大，叠加到目前为止的疫情后复苏情况，市场将会出现较低的预期回报和较大的潜在缩量。然而，以上结果是基于美联储将以某种方式实现软着陆为前提的。问题是，美联储从未能够实现软着陆，每个紧缩周期之后都伴随以危机告终。而且让问题更加雪上加霜的是，这一次美联储不仅希望通过加息来提升曲线的短端，而且还希望通过积极缩表来迫使收益率曲线变陡，从而使长端抛售的数量超过短端。或将出现的收益率曲线倒挂会预示着经济衰退的开始。虽然高盛的经济学家并没有直接说美国经济将面临崩溃，但是其潜台词似乎已经给了一些暗示。","news_type":1,"symbols_score_info":{".DJI":1,"GS":1,".IXIC":1,"SPY":1}},"isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":459088937042368,"gmtCreate":1753100890607,"gmtModify":1753100893486,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$ </a>&nbsp;","text":"$Aztech Gbl(8AZ.SI)$","images":[{"img":"https://community-static.tradeup.com/news/d35fde6cc048453b8325d3c9f0376aac","width":"1062","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/459088937042368","isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9029521571,"gmtCreate":1652800522293,"gmtModify":1676535164455,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/IVV\">$标普500指数ETF(IVV)$</a>👍","listText":"<a href=\"https://ttm.financial/S/IVV\">$标普500指数ETF(IVV)$</a>👍","text":"$标普500指数ETF(IVV)$👍","images":[{"img":"https://community-static.tradeup.com/news/bd99f46e8fe7b32d6bc3405a366e6e81","width":"1080","height":"2988"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029521571","isVote":1,"tweetType":1,"viewCount":2008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9029521177,"gmtCreate":1652800485100,"gmtModify":1676535164440,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/KO\">$可口可乐(KO)$</a>😄","listText":"<a href=\"https://ttm.financial/S/KO\">$可口可乐(KO)$</a>😄","text":"$可口可乐(KO)$😄","images":[{"img":"https://community-static.tradeup.com/news/1bf386bfeb5449cc64a02676d3407f8c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029521177","isVote":1,"tweetType":1,"viewCount":1287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9069370577,"gmtCreate":1651242172089,"gmtModify":1676534876747,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/KO\">$可口可乐(KO)$</a>👏","listText":"<a href=\"https://ttm.financial/S/KO\">$可口可乐(KO)$</a>👏","text":"$可口可乐(KO)$👏","images":[{"img":"https://community-static.tradeup.com/news/a2e9aeb224bb6c043502d42997cb5ddd","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069370577","isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9060285827,"gmtCreate":1651154770955,"gmtModify":1676534860051,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OV8.SI\">$昇菘(OV8.SI)$</a>😁😁","listText":"<a href=\"https://ttm.financial/S/OV8.SI\">$昇菘(OV8.SI)$</a>😁😁","text":"$昇菘(OV8.SI)$😁😁","images":[{"img":"https://community-static.tradeup.com/news/d6ccac611751319df38bf81fc9eb4105","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060285827","isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9016848996,"gmtCreate":1649170679009,"gmtModify":1676534463035,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/KO\">$可口可乐(KO)$</a>😘","listText":"<a href=\"https://ttm.financial/S/KO\">$可口可乐(KO)$</a>😘","text":"$可口可乐(KO)$😘","images":[{"img":"https://community-static.tradeup.com/news/b6c832b9b509e7546a8fc0f6f49397e7","width":"1080","height":"2988"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016848996","isVote":1,"tweetType":1,"viewCount":1237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":458591078584496,"gmtCreate":1752973322279,"gmtModify":1752973325235,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$ </a>&nbsp;[开心]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$ </a>&nbsp;[开心]&nbsp;&nbsp;","text":"$美国超微公司(AMD)$ [开心]","images":[{"img":"https://community-static.tradeup.com/news/9c719501ac7364a17784c1b41c570bf7","width":"1062","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/458591078584496","isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":448635479671240,"gmtCreate":1750556488846,"gmtModify":1750556492738,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"[开心]&nbsp;&nbsp;","listText":"[开心]&nbsp;&nbsp;","text":"[开心]","images":[{"img":"https://community-static.tradeup.com/news/0dec669868f384d5dbfa41ecb91f4dde","width":"1260","height":"1620"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/448635479671240","isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9061180057,"gmtCreate":1651585842803,"gmtModify":1676534930994,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BRK.B\">$伯克希尔B(BRK.B)$</a>👍","listText":"<a href=\"https://ttm.financial/S/BRK.B\">$伯克希尔B(BRK.B)$</a>👍","text":"$伯克希尔B(BRK.B)$👍","images":[{"img":"https://community-static.tradeup.com/news/f0dd3d732bbe6a2890f108a3ea3455ef","width":"1080","height":"2988"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061180057","isVote":1,"tweetType":1,"viewCount":1056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9018125498,"gmtCreate":1649000733950,"gmtModify":1676534434022,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/KO\">$可口可乐(KO)$</a>😊","listText":"<a href=\"https://ttm.financial/S/KO\">$可口可乐(KO)$</a>😊","text":"$可口可乐(KO)$😊","images":[{"img":"https://community-static.tradeup.com/news/805e959e0633df6871409878b3e5c444","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018125498","isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":412937425215712,"gmtCreate":1741789702305,"gmtModify":1741789706417,"author":{"id":"3583119300391698","authorId":"3583119300391698","name":"lckleong","avatar":"https://static.tigerbbs.com/e6b42a26511a92853d19ef03f25b3530","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583119300391698","idStr":"3583119300391698"},"themes":[],"htmlText":"[开心]&nbsp;&nbsp;","listText":"[开心]&nbsp;&nbsp;","text":"[开心]","images":[{"img":"https://community-static.tradeup.com/news/a548b300fb9863922f41d5a5a537fc74","width":"1220","height":"1838"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/412937425215712","isVote":1,"tweetType":1,"viewCount":1188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}