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2021-07-01

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Last Night This Morning: Another S&P High! Didi's debut surges higher and falls back

2021-06-30

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2021-06-29

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It is rumored that iPhone 13 parts have arrived, and the launch date should be earlier than iPhone 12

2021-06-11

Tiger is here

Taking history as a mirror, the deduction and impact of inflation soaring in the United States

2021-06-11

Tiger is here

Taking history as a mirror, the deduction and impact of inflation soaring in the United States

2021-06-11

Tiger is here

One picture to understand Didi's prospectus: spread across 15 countries, with an average daily order volume of 41 million

Go to Tiger App to see more news

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07:41","market":"us","language":"zh","title":"Last Night This Morning: Another S&P High! Didi's debut surges higher and falls back","url":"https://stock-news.laohu8.com/highlight/detail?id=1133219370","media":"老虎资讯综合","summary":"摘要：美股周三收盘涨跌不一，标普指数再创收盘历史新高；美国原油库存6连降推动美油收涨0.7％！上半年累计飙升逾51％；滴滴赴美上市，筹资44亿美元，开盘价为18美元，与每股14美元的IPO发行价相比上","content":"<p>Abstract: U.S. stocks closed mixed on Wednesday, and the S&P index hit another record closing high; U.S. crude oil inventories dropped 6 times in a row, pushing U.S. oil to close up 0.7%! A cumulative surge of more than 51% in the first half of the year; Didi went public in the U.S., raising $4.4 billion, and opened at $18, up nearly 29% from the IPO offering price of $14 per share. Overseas markets</p><p>1. Closing: The three major U.S. stock indexes all rose by more than 12% in the first half of the year</p><p>U.S. stocks closed mixed on Wednesday, with the S&P hitting another record closing high. The three major stock indexes all rose more than 12% in the first half of the year. The market is evaluating the June ADP employment data versus the May second-hand home sales signing report, and awaits more economic data on the labor market, such as non-farm payrolls. The Dow closed up 210.22 points, or 0.61%, at 34,502.51; The Nasdaq fell 24.38 points, or 0.17%, to 14,503.95 points; The S&P 500 rose 5.70 points, or 0.13%, to 4,297.50.</p><p>Didi closed 1.4% higher. The company determined to set the U.S. IPO price at the top of the guidance range of $14/ADS, which is at the upper price limit of the offering range of $13-14, which means that the company is valued at more than $67 billion.<a href=\"https://laohu8.com/S/DDL\">ding-dong</a>Grocery shopping closed sharply higher. Yesterday, the first hang rose slightly by 0.09%, and once broke in the session.<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>The offer price of Hong Kong IPO was determined to be HK$165 per share, and trading began on July 7th.</p><p>2. Popular Chinese stocks closed with mixed ups and downs on Wednesday, and once rose by more than 20% in the intraday session</p><p>Popular Chinese stocks closed with mixed gains and losses on Wednesday. Didi, the first car-hailing stock in China, was officially listed on the New York Stock Exchange, with an intraday increase of more than 20%, and finally closed up 1%; Pupu Culture, the first hip-hop stock in China, officially landed on Nasdaq, triggering fuse blowers many times during the session, and finally closed by 405%;<a href=\"https://laohu8.com/S/DDL\">ding-dong</a>Grocery rose by nearly 63% the next day after its listing, and once rose by nearly 100% in the intraday session.</p><p>Manbang rose by more than 26%, Ruixing powder list rose by more than 22%,<a href=\"https://laohu8.com/S/MTC\">Haichuan Securities</a>It rose by more than 11%,<a href=\"https://laohu8.com/S/WEI\">Micro loan network</a>Up more than 10%,<a href=\"https://laohu8.com/S/LAIX\">Fluency theory</a>It rose by more than 9%,<a href=\"https://laohu8.com/S/EZGO\">E-Dianhang</a>rose by more than 7%,<a href=\"https://laohu8.com/S/CNET\">China network carrier line</a>rose by more than 4%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>、<a href=\"https://laohu8.com/S/VIOT\">Yunmi Technology</a>rose by more than 3%,<a href=\"https://laohu8.com/S/CMCM\">Cheetah Mobile</a>Renren Company rose by more than 2%, Weibo rose by more than 1%,<a href=\"https://laohu8.com/S/MF\">Daily Excellent Fresh</a>It closed flat.</p><p>3. European stocks closed slightly lower on Wednesday. The pan-European Stoxx 600 index rose more than 13% in the first half of this year</p><p>European stocks rose strongly in the first half of 2021, but fell slightly on Wednesday (June 30), the last trading day of the second quarter, as investors were amid ongoing concerns over Covid and rising inflation.</p><p>The pan-European Stoxx 600 index closed down 3.53 points, or 0.77%, at 452.84. However, the stock index has still risen by more than 13% so far this year; Andy Haldane, chief economist at the Bank of England, said it was \"uneasy\" about the BoE's nearly £1 trillion balance sheet. The data suggests that the (UK) economy is changing rapidly. It is expected that UK inflation could end the year closer to 4% (rather than 3%), presenting policymakers with the biggest challenge since the pound's crash in 1992.</p><p>4. The six consecutive drops in U.S. crude oil inventories pushed U.S. oil to close 0.7%! A cumulative surge of more than 51% in the first half of the year</p><p>The price of WIT futures in the United States rose by 0.7% to close at $73.47 per barrel, rising by 24.2% in the second quarter and more than 51% in the first half of the year; International Brent oil prices rose 0.5% to close at $74.62 a barrel, up 18.2% in the second quarter and 45% in the first half of the year.</p><p>5. The price of gold closed up 0.5%, but it fell by more than 7% in June! Biggest monthly decline in 8 years</p><p>Gold futures rose by 0.5% to close at $1,771.60 an ounce, but fell by more than 7% in June, the largest monthly decline in eight years, as the US dollar exchange rate rose by more than 2% this month.</p><p>International macro</p><p>1. Kaplan of the Federal Reserve said that the market knew that the reduction was coming, but it was only a question of when</p><p>Robert Kaplan, president of the Federal Reserve Bank of Dallas, said the tapering of central bank asset purchases should be \"gradual\", and he reiterated the view that it would be prudent to start the process sooner rather than later.</p><p>2. In the face of high valuation and downsizing prospects, Wall Street warns that the best days of corporate bonds may be over</p><p>High valuations and the prospect of tapering stimulus measures by the Federal Reserve have a growing number of analysts and investors warning that the best days for the corporate bond market may be over.</p><p>The reopening of the economy, strong corporate earnings and unprecedented Fed support helped push the risk premium on high-grade and high-yield bonds to their lowest level in more than a decade in the first half. With downsizing discussions on the horizon and the prospect of a gradual recovery in U.S. Treasury Bond yields, many on Wall Street are warning that it is time for credit investors to take defensive steps.</p><p>3. Atlanta Fed President: It will take some time for the United States to meet employment targets</p><p>Raphael Bostic, president of the Atlanta Fed, said that while the U.S. has \"effectively fully recovered\" from the pandemic in a GDP sense, employment \"will take some time to go back\" and is now about 9 million to 10 million jobs below the pre-pandemic trend.</p><p>4. Bubble burst: U.S. lumber prices plunged more than 40% in June, the biggest monthly decline on record</p><p>The huge wood bubble of 2021 has burst.</p><p>Lumber prices have fallen sharply from the spring as supply has increased, speculative trading activity has cooled and demand for residential construction has slowed. Lumber futures fell 42% in June alone, their worst month since 1978. The construction commodity is down more than 13% year-to-date, its first decline since the first half of 2015.</p><p>Lumber prices peaked on May 7, hitting an all-time high of $1,670.50 per thousand board feet, more than six times higher than the low in April 2020.</p><p>5. The Fed's reverse repo demand rose to a record high of nearly $1 trillion at the end of the quarter</p><p>The scale of market demand for a key tool the Federal Reserve uses to help control short-term interest rates has soared to nearly $1 trillion, a record high.</p><p>New York Fed data showed that 90 participants deposited a total of $992 billion with the Federal Reserve on Wednesday through an overnight reverse repo facility, setting a fresh previous record high of $841.2 billion set on Tuesday. The number of counterparties was the largest since 2016, and the volume increase was the largest since June 17.</p><p>6、<a href=\"https://laohu8.com/S/UBS\">UBS</a>Raised Eurozone economic growth forecast for 2021 to 5.1% from 4.3%</p><p>Economists such as Reinhard Cluse wrote in a note to clients that relaxing epidemic restrictions would lead to a \"stronger\" rebound in the eurozone economy in the second and third quarters than previously expected; The economic contraction in the first quarter was less severe than expected, and fiscal support was stronger than expected; The 2022 growth forecast remains at 5.3%.</p><p><a href=\"https://laohu8.com/S/UBS\">UBS</a>The economy is expected to reach pre-pandemic size in the fourth quarter of 2021, a quarter earlier than previously expected.</p><p>7、<a href=\"https://laohu8.com/NW/2148843618\" target=\"_blank\">OPEC + Important Meeting is Imminent or Will Have Key Impact on Oil Prices</a></p><p>OPEC and its allies are preparing for a meeting that could be crucial for oil prices, while discussions continue on whether to continue increasing production.</p><p>Ahead of Thursday's decision on output policy for August and beyond, a familiar dynamic emerged from the organization's preliminary discussions. On the one hand, Russia and Kazakhstan have offered to increase supplies. On the other hand, Saudi Arabia and its Arab allies in the Gulf discussed a more cautious approach.</p><p>8. Fed Governor Waller joins ranks of decision-makers supporting priority tapering of MBS purchases</p><p>Fed officials who prefer to prioritize downsizing on mortgage-backed securities (MBS) when they start tapering asset purchases get a response from Governor Christopher Waller.</p><p>Fed officials have begun discussions about when and how to slow down plans to buy $80 billion in U.S. Treasury Bond and $40 billion in MBS a month, which are designed to help the economy recover from COVID. Because of the strong recovery in the U.S. economy, the downsizing timing may be earlier than officials expected at the end of 2020, perhaps before the end of the year, Waller said.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/1145558758\" target=\"_blank\">Didi went public in the United States and raised $4.4 billion! Wall Street: Looking forward to the next growth chapter</a></p><p>Didi's IPO is since 2014<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It is the largest IPO of a Chinese company in the United States since the group went public in the United States to raise $25 billion.</p><p>Didi sold 316.8 million American Depositary Shares (ADS) at an IPO price of $14 per share, up from the previously planned 288 million shares, which would value Didi at approximately $73 billion on a fully diluted basis and $67.5 billion on a non-diluted basis.</p><p>DIDI's stock is already trading on the New York Stock Exchange under the symbol \"DIDI,\" opening at $18, up nearly 29% from its IPO offering price of $14 per share.</p><p>2、<a href=\"https://laohu8.com/NW/1112995170\" target=\"_blank\">Luckin's share price soared by nearly 30% in the powder sheet market, with revenue of 3 billion yuan and loss of 3.16 billion yuan in 2019</a></p><p>Wednesday midday,<a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>The stock price soared by nearly 30% in the powder sheet market. The previously released financial report showed that the revenue in the fourth quarter of 2019 was 1.049.9 billion yuan, a year-on-year increase of 125.6%; The net loss was 1,128.5 billion yuan, compared with a net loss of 669 million yuan in the fourth quarter of 2018.</p><p>June 30,<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>(China) Co., Ltd. (hereinafter referred to as the \"Company\") reissued its audited 2019 annual financial report. According to the statement, according to the disclosure requirements of the U.S. Securities and Exchange Commission, the company will continue to actively fulfill its disclosure obligations, release the 2020 annual financial report as soon as possible, and gradually return to the normal financial report disclosure progress. The statement also shows that by the end of June this year, the number of Ruixing stores nationwide has exceeded 5,200, the cumulative consumer users have exceeded 75 million, and the monthly sales volume of raw coconut series has exceeded 10 million cups.</p><p>3、<a href=\"https://laohu8.com/NW/2148848730\" target=\"_blank\">China's first hip-hop stock Pupu Culture Logged Nasdaq closed sharply 405% on the first day</a></p><p>The first IPO of Xiamen Pupu Culture, the first Chinese hip-hop stock, opened at $12.26 in the United States, after the IPO offering price was previously given at $6.00 per ADS. The gains then widened, closing 405% higher at $30.3. Pop Culture announced pricing for its initial public offering earlier Wednesday, offering 6,200,000 shares of Class A common stock at $6 per share. The Company's Class A common shares have been approved for trading on the Nasdaq Global Market and are expected to commence public trading on the Nasdaq under the ticker symbol \"CPOP\" on June 30, 2021 EST.</p><p>4、<a href=\"https://laohu8.com/NW/2148177168\" target=\"_blank\">Ding dong shopping once skyrocketed by nearly 100% Netizen: American retail investors regard Ding dong code as Didi?</a></p><p>Unexpectedly, the vegetable stocks listed in the United States ushered in a big reversal. In<a href=\"https://laohu8.com/S/MF\">Daily Excellent Fresh</a>After the listing broke, Dingdong Maicai greatly reduced the financing amount, and it broke on the day of listing. Fortunately, it rose slightly at the close. However, I didn't expect a shocking reversal on the evening of the 30th, once soaring by nearly 100%, during which it experienced two fuses!</p><p>On June 30th, the day after Dingdong Maicai went on the market, its increase expanded to 43%, triggering the fuse to suspend trading. Subsequently, Ding Dong's grocery shopping resumed trading and continued to expand the increase, reaching 77.72% to $41.8, triggering the fuse for the second time, and then continued trading. The stock price once soared by 94%, and the market value once stood at $10 billion!</p><p>5、<a href=\"https://laohu8.com/NW/2148810005\" target=\"_blank\">Amazon Hard Strikes Back: New FTC Chairman Should Not Be Involved in Antitrust Investigation Against Us!</a></p><p>Lina Khan, the new head of the Federal Trade Commission, can be called an antitrust fighter. She has repeatedly issued articles saying<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Violated antitrust laws and should be split. Amazon said that this would expose the antitrust investigation against the company to an unfair trial, and hoped that Khan would not participate in the investigation. The analysis pointed out that it is at a critical time for Amazon and the FTC.</p><p>E-commerce giant Amazon filed a 25-page motion with the Federal Trade Commission (FTC) on Wednesday, June 30, to let the FTC's new Democratic chair, Lina Khan, recuse himself from the regulator's antitrust investigation into Amazon.</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 This Morning: Another S&P High! Didi's debut surges higher and falls back</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 This Morning: Another S&P High! Didi's debut surges higher and falls back\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\">2021-07-01 07:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Abstract: U.S. stocks closed mixed on Wednesday, and the S&P index hit another record closing high; U.S. crude oil inventories dropped 6 times in a row, pushing U.S. oil to close up 0.7%! A cumulative surge of more than 51% in the first half of the year; Didi went public in the U.S., raising $4.4 billion, and opened at $18, up nearly 29% from the IPO offering price of $14 per share. Overseas markets</p><p>1. Closing: The three major U.S. stock indexes all rose by more than 12% in the first half of the year</p><p>U.S. stocks closed mixed on Wednesday, with the S&P hitting another record closing high. The three major stock indexes all rose more than 12% in the first half of the year. The market is evaluating the June ADP employment data versus the May second-hand home sales signing report, and awaits more economic data on the labor market, such as non-farm payrolls. The Dow closed up 210.22 points, or 0.61%, at 34,502.51; The Nasdaq fell 24.38 points, or 0.17%, to 14,503.95 points; The S&P 500 rose 5.70 points, or 0.13%, to 4,297.50.</p><p>Didi closed 1.4% higher. The company determined to set the U.S. IPO price at the top of the guidance range of $14/ADS, which is at the upper price limit of the offering range of $13-14, which means that the company is valued at more than $67 billion.<a href=\"https://laohu8.com/S/DDL\">ding-dong</a>Grocery shopping closed sharply higher. Yesterday, the first hang rose slightly by 0.09%, and once broke in the session.<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>The offer price of Hong Kong IPO was determined to be HK$165 per share, and trading began on July 7th.</p><p>2. Popular Chinese stocks closed with mixed ups and downs on Wednesday, and once rose by more than 20% in the intraday session</p><p>Popular Chinese stocks closed with mixed gains and losses on Wednesday. Didi, the first car-hailing stock in China, was officially listed on the New York Stock Exchange, with an intraday increase of more than 20%, and finally closed up 1%; Pupu Culture, the first hip-hop stock in China, officially landed on Nasdaq, triggering fuse blowers many times during the session, and finally closed by 405%;<a href=\"https://laohu8.com/S/DDL\">ding-dong</a>Grocery rose by nearly 63% the next day after its listing, and once rose by nearly 100% in the intraday session.</p><p>Manbang rose by more than 26%, Ruixing powder list rose by more than 22%,<a href=\"https://laohu8.com/S/MTC\">Haichuan Securities</a>It rose by more than 11%,<a href=\"https://laohu8.com/S/WEI\">Micro loan network</a>Up more than 10%,<a href=\"https://laohu8.com/S/LAIX\">Fluency theory</a>It rose by more than 9%,<a href=\"https://laohu8.com/S/EZGO\">E-Dianhang</a>rose by more than 7%,<a href=\"https://laohu8.com/S/CNET\">China network carrier line</a>rose by more than 4%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>、<a href=\"https://laohu8.com/S/VIOT\">Yunmi Technology</a>rose by more than 3%,<a href=\"https://laohu8.com/S/CMCM\">Cheetah Mobile</a>Renren Company rose by more than 2%, Weibo rose by more than 1%,<a href=\"https://laohu8.com/S/MF\">Daily Excellent Fresh</a>It closed flat.</p><p>3. European stocks closed slightly lower on Wednesday. The pan-European Stoxx 600 index rose more than 13% in the first half of this year</p><p>European stocks rose strongly in the first half of 2021, but fell slightly on Wednesday (June 30), the last trading day of the second quarter, as investors were amid ongoing concerns over Covid and rising inflation.</p><p>The pan-European Stoxx 600 index closed down 3.53 points, or 0.77%, at 452.84. However, the stock index has still risen by more than 13% so far this year; Andy Haldane, chief economist at the Bank of England, said it was \"uneasy\" about the BoE's nearly £1 trillion balance sheet. The data suggests that the (UK) economy is changing rapidly. It is expected that UK inflation could end the year closer to 4% (rather than 3%), presenting policymakers with the biggest challenge since the pound's crash in 1992.</p><p>4. The six consecutive drops in U.S. crude oil inventories pushed U.S. oil to close 0.7%! A cumulative surge of more than 51% in the first half of the year</p><p>The price of WIT futures in the United States rose by 0.7% to close at $73.47 per barrel, rising by 24.2% in the second quarter and more than 51% in the first half of the year; International Brent oil prices rose 0.5% to close at $74.62 a barrel, up 18.2% in the second quarter and 45% in the first half of the year.</p><p>5. The price of gold closed up 0.5%, but it fell by more than 7% in June! Biggest monthly decline in 8 years</p><p>Gold futures rose by 0.5% to close at $1,771.60 an ounce, but fell by more than 7% in June, the largest monthly decline in eight years, as the US dollar exchange rate rose by more than 2% this month.</p><p>International macro</p><p>1. Kaplan of the Federal Reserve said that the market knew that the reduction was coming, but it was only a question of when</p><p>Robert Kaplan, president of the Federal Reserve Bank of Dallas, said the tapering of central bank asset purchases should be \"gradual\", and he reiterated the view that it would be prudent to start the process sooner rather than later.</p><p>2. In the face of high valuation and downsizing prospects, Wall Street warns that the best days of corporate bonds may be over</p><p>High valuations and the prospect of tapering stimulus measures by the Federal Reserve have a growing number of analysts and investors warning that the best days for the corporate bond market may be over.</p><p>The reopening of the economy, strong corporate earnings and unprecedented Fed support helped push the risk premium on high-grade and high-yield bonds to their lowest level in more than a decade in the first half. With downsizing discussions on the horizon and the prospect of a gradual recovery in U.S. Treasury Bond yields, many on Wall Street are warning that it is time for credit investors to take defensive steps.</p><p>3. Atlanta Fed President: It will take some time for the United States to meet employment targets</p><p>Raphael Bostic, president of the Atlanta Fed, said that while the U.S. has \"effectively fully recovered\" from the pandemic in a GDP sense, employment \"will take some time to go back\" and is now about 9 million to 10 million jobs below the pre-pandemic trend.</p><p>4. Bubble burst: U.S. lumber prices plunged more than 40% in June, the biggest monthly decline on record</p><p>The huge wood bubble of 2021 has burst.</p><p>Lumber prices have fallen sharply from the spring as supply has increased, speculative trading activity has cooled and demand for residential construction has slowed. Lumber futures fell 42% in June alone, their worst month since 1978. The construction commodity is down more than 13% year-to-date, its first decline since the first half of 2015.</p><p>Lumber prices peaked on May 7, hitting an all-time high of $1,670.50 per thousand board feet, more than six times higher than the low in April 2020.</p><p>5. The Fed's reverse repo demand rose to a record high of nearly $1 trillion at the end of the quarter</p><p>The scale of market demand for a key tool the Federal Reserve uses to help control short-term interest rates has soared to nearly $1 trillion, a record high.</p><p>New York Fed data showed that 90 participants deposited a total of $992 billion with the Federal Reserve on Wednesday through an overnight reverse repo facility, setting a fresh previous record high of $841.2 billion set on Tuesday. The number of counterparties was the largest since 2016, and the volume increase was the largest since June 17.</p><p>6、<a href=\"https://laohu8.com/S/UBS\">UBS</a>Raised Eurozone economic growth forecast for 2021 to 5.1% from 4.3%</p><p>Economists such as Reinhard Cluse wrote in a note to clients that relaxing epidemic restrictions would lead to a \"stronger\" rebound in the eurozone economy in the second and third quarters than previously expected; The economic contraction in the first quarter was less severe than expected, and fiscal support was stronger than expected; The 2022 growth forecast remains at 5.3%.</p><p><a href=\"https://laohu8.com/S/UBS\">UBS</a>The economy is expected to reach pre-pandemic size in the fourth quarter of 2021, a quarter earlier than previously expected.</p><p>7、<a href=\"https://laohu8.com/NW/2148843618\" target=\"_blank\">OPEC + Important Meeting is Imminent or Will Have Key Impact on Oil Prices</a></p><p>OPEC and its allies are preparing for a meeting that could be crucial for oil prices, while discussions continue on whether to continue increasing production.</p><p>Ahead of Thursday's decision on output policy for August and beyond, a familiar dynamic emerged from the organization's preliminary discussions. On the one hand, Russia and Kazakhstan have offered to increase supplies. On the other hand, Saudi Arabia and its Arab allies in the Gulf discussed a more cautious approach.</p><p>8. Fed Governor Waller joins ranks of decision-makers supporting priority tapering of MBS purchases</p><p>Fed officials who prefer to prioritize downsizing on mortgage-backed securities (MBS) when they start tapering asset purchases get a response from Governor Christopher Waller.</p><p>Fed officials have begun discussions about when and how to slow down plans to buy $80 billion in U.S. Treasury Bond and $40 billion in MBS a month, which are designed to help the economy recover from COVID. Because of the strong recovery in the U.S. economy, the downsizing timing may be earlier than officials expected at the end of 2020, perhaps before the end of the year, Waller said.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/1145558758\" target=\"_blank\">Didi went public in the United States and raised $4.4 billion! Wall Street: Looking forward to the next growth chapter</a></p><p>Didi's IPO is since 2014<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It is the largest IPO of a Chinese company in the United States since the group went public in the United States to raise $25 billion.</p><p>Didi sold 316.8 million American Depositary Shares (ADS) at an IPO price of $14 per share, up from the previously planned 288 million shares, which would value Didi at approximately $73 billion on a fully diluted basis and $67.5 billion on a non-diluted basis.</p><p>DIDI's stock is already trading on the New York Stock Exchange under the symbol \"DIDI,\" opening at $18, up nearly 29% from its IPO offering price of $14 per share.</p><p>2、<a href=\"https://laohu8.com/NW/1112995170\" target=\"_blank\">Luckin's share price soared by nearly 30% in the powder sheet market, with revenue of 3 billion yuan and loss of 3.16 billion yuan in 2019</a></p><p>Wednesday midday,<a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>The stock price soared by nearly 30% in the powder sheet market. The previously released financial report showed that the revenue in the fourth quarter of 2019 was 1.049.9 billion yuan, a year-on-year increase of 125.6%; The net loss was 1,128.5 billion yuan, compared with a net loss of 669 million yuan in the fourth quarter of 2018.</p><p>June 30,<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>(China) Co., Ltd. (hereinafter referred to as the \"Company\") reissued its audited 2019 annual financial report. According to the statement, according to the disclosure requirements of the U.S. Securities and Exchange Commission, the company will continue to actively fulfill its disclosure obligations, release the 2020 annual financial report as soon as possible, and gradually return to the normal financial report disclosure progress. The statement also shows that by the end of June this year, the number of Ruixing stores nationwide has exceeded 5,200, the cumulative consumer users have exceeded 75 million, and the monthly sales volume of raw coconut series has exceeded 10 million cups.</p><p>3、<a href=\"https://laohu8.com/NW/2148848730\" target=\"_blank\">China's first hip-hop stock Pupu Culture Logged Nasdaq closed sharply 405% on the first day</a></p><p>The first IPO of Xiamen Pupu Culture, the first Chinese hip-hop stock, opened at $12.26 in the United States, after the IPO offering price was previously given at $6.00 per ADS. The gains then widened, closing 405% higher at $30.3. Pop Culture announced pricing for its initial public offering earlier Wednesday, offering 6,200,000 shares of Class A common stock at $6 per share. The Company's Class A common shares have been approved for trading on the Nasdaq Global Market and are expected to commence public trading on the Nasdaq under the ticker symbol \"CPOP\" on June 30, 2021 EST.</p><p>4、<a href=\"https://laohu8.com/NW/2148177168\" target=\"_blank\">Ding dong shopping once skyrocketed by nearly 100% Netizen: American retail investors regard Ding dong code as Didi?</a></p><p>Unexpectedly, the vegetable stocks listed in the United States ushered in a big reversal. In<a href=\"https://laohu8.com/S/MF\">Daily Excellent Fresh</a>After the listing broke, Dingdong Maicai greatly reduced the financing amount, and it broke on the day of listing. Fortunately, it rose slightly at the close. However, I didn't expect a shocking reversal on the evening of the 30th, once soaring by nearly 100%, during which it experienced two fuses!</p><p>On June 30th, the day after Dingdong Maicai went on the market, its increase expanded to 43%, triggering the fuse to suspend trading. Subsequently, Ding Dong's grocery shopping resumed trading and continued to expand the increase, reaching 77.72% to $41.8, triggering the fuse for the second time, and then continued trading. The stock price once soared by 94%, and the market value once stood at $10 billion!</p><p>5、<a href=\"https://laohu8.com/NW/2148810005\" target=\"_blank\">Amazon Hard Strikes Back: New FTC Chairman Should Not Be Involved in Antitrust Investigation Against Us!</a></p><p>Lina Khan, the new head of the Federal Trade Commission, can be called an antitrust fighter. She has repeatedly issued articles saying<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Violated antitrust laws and should be split. Amazon said that this would expose the antitrust investigation against the company to an unfair trial, and hoped that Khan would not participate in the investigation. The analysis pointed out that it is at a critical time for Amazon and the FTC.</p><p>E-commerce giant Amazon filed a 25-page motion with the Federal Trade Commission (FTC) on Wednesday, June 30, to let the FTC's new Democratic chair, Lina Khan, recuse himself from the regulator's antitrust investigation into Amazon.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"DWT":"三倍做空原油ETN","DUG":"二倍做空石油与天然气ETF(ProShares)","SCO":"二倍做空彭博原油指数ETF","USO":"美国原油ETF","UCO":"二倍做多彭博原油ETF","DDG":"ProShares做空石油与天然气ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133219370","content_text":"摘要：美股周三收盘涨跌不一，标普指数再创收盘历史新高；美国原油库存6连降推动美油收涨0.7％！上半年累计飙升逾51％；滴滴赴美上市，筹资44亿美元，开盘价为18美元，与每股14美元的IPO发行价相比上涨近29%。\n\n海外市场\n1、收盘：上半年美股三大股指涨幅均超12%\n美股周三收盘涨跌不一，标普指数再创收盘历史新高。三大股指上半年涨幅均超过12%。市场正在评估6月ADP就业数据与5月二手房销售签约报告，并等待非农就业等更多有关劳动力市场的经济数据。道指收盘上涨210.22点，或0.61%，报34502.51点；纳指跌24.38点，或0.17%，报14503.95点；标普500指数涨5.70点，或0.13%，报4297.50点。\n滴滴收高1.4%。该公司确定将美股IPO价格定在指导区间顶部14美元/ADS，位于13-14美元的发行区间价格上限，这意味着公司估值超过670亿美元。叮咚买菜大幅收高。昨日首挂微涨0.09%，盘中一度破发。小鹏汽车港股IPO发售价确定为每股165港元，7月7日开始交易。\n2、热门中概股周三收盘涨跌不一 滴滴盘中一度涨超20%\n热门中概股周三收盘涨跌不一，中概网约车第一股滴滴正式在纽交所上市，盘中涨幅一度超过20%，最终收涨1%；中国嘻哈第一股普普文化正式登陆纳斯达克，盘中多次触发熔断，最终收盘飙升405%；叮咚买菜上市次日涨近63%，盘中一度大涨近100%。\n满帮涨超26%，瑞兴粉单涨超22%，海川证券涨超11%，微贷网涨超10%，流利说涨超9%，易电行涨超7%，中网载线涨超4%，知乎、云米科技涨超3%，猎豹移动、人人公司涨超2%，微博涨超1%，每日优鲜收盘持平。\n3、欧股周三收盘小幅下跌 泛欧斯托克600指数今年上半年涨超13%\n欧洲股市在2021年上半年强劲上涨，但在第二季度最后一个交易日，即周三（6月30日）小幅下跌，原因投资者是对新冠疫情和通胀上升的持续担忧。\n泛欧斯托克600指数收盘下跌3.53点，跌幅0.77%，报452.84点。不过，该股指今年迄今仍累计涨超13%；英国央行首席经济学家Andy Haldane表示，对英国央行近1万亿英镑的资产负债表感到“不安”。数据表明（英国）经济正在迅速变化。预计年末英国通胀率可能接近4%（而非3%），给决策者带来1992年英镑崩盘以来的最大挑战。\n4、美国原油库存6连降推动美油收涨0.7％！上半年累计飙升逾51％\n美国WIT期货价格上涨0.7%，报收于每桶73.47美元，第二季度累涨24.2%，上半年累涨逾51%；国际布伦特油价上涨0.5%，报收于每桶74.62美元，第二季度累涨18.2%，上半年累涨45%。\n5、金价收涨0.5％，但6月累计大跌逾7％！创8年以来最大单月跌幅\n黄金期货价格上涨0.5%，报收于每盎司1771.60美元，但6月累跌逾7%，创8年以来最大单月跌幅，因美元汇率本月累涨2%以上。\n国际宏观\n1、美联储卡普兰称市场知道减码即将到来，只是何时的问题\n达拉斯联邦储备银行行长卡普兰（Robert Kaplan）表示，缩减央行资产购买规模应该是“逐步进行的”，他还重申了启动这个进程宜早不宜迟将是审慎之举的观点。\n2、面对高昂估值和减码前景 华尔街警告企业债最好日子或已过去\n高昂估值和美联储逐步缩减刺激措施的前景让越来越多分析师和投资者发出警告：企业债市场最好的日子可能已经过去。\n经济重开、强劲的公司盈利和前所未有的美联储支持，帮助将高等级和高收益债券的风险溢价在上半年推至十多年来最低水平。随着减码讨论的即将到来，以及美国国债收益率逐步回升的前景，华尔街许多人士警告称，信贷投资者是时候采取防御措施了。\n3、亚特兰大联储行长：美国需要一些时间才能达到就业目标\n亚特兰大联储银行行长博斯蒂克(Raphael Bostic)说，虽然从国内生产总值意义上美国已从疫情中“实际上完全恢复过来”，但就业“需要一些时间才能回去”，现在比疫情前趋势低约900万到1000万个就业岗位。\n4、泡沫破裂：美木材价格6月份暴跌逾40% 创有记录以来最大单月跌幅\n2021年巨大的木材泡沫已经破灭。\n随着供应增加、投机交易活动降温和住宅建筑需求的放缓，木材价格已较春季时大幅回落。木材期货仅在6月份就下跌了42%，创下1978年以来最糟糕的一个月。该建筑商品今年迄今下跌超过13%，为2015年上半年以来首次下跌。\n木材价格在5月7日达到顶峰，创下每千板英尺1670.50美元的历史新高，比2020年4月时的低点高出六倍多。\n5、美联储逆回购需求量在季末升至近1万亿美元 创纪录新高\n市场对美联储用来帮助控制短期利率的一项关键工具的需求规模飙升至近1万亿美元，创纪录新高。\n纽约联储数据显示，90家参与者周三通过隔夜逆回购工具向美联储存放了总计9920亿美元资金，刷新周二创下的8412亿美元前纪录高位。交易对手数量为2016年以来最多，成交量增幅为6月17日以来最大。\n6、瑞银将欧元区2021年经济增长预期从4.3%上调至5.1%\nReinhard Cluse等经济学家在给客户的报告中写道，放宽防疫限制会导致第二季度和第三季度欧元区经济反弹比先前预期的“强一些”；第一季度的经济萎缩没有预期严重，财政支持强于预期；2022年增长预测保持在5.3%。\n瑞银预计经济将在2021年第四季度达到疫情前规模，比此前预期早一个季度。\n7、OPEC+重要会议在即 或将对油价产生关键影响\nOPEC及其盟国正准备召开一场可能对油价至关重要的会议，而关于是否继续增产的讨论仍在继续。\n在周四对8月及以后的产出政策做出决定之前，该组织在初步讨论中出现了一种熟悉的动态。一方面，俄罗斯和哈萨克斯坦提出增加供应。另一方面，沙特阿拉伯及其海湾的阿拉伯盟友讨论了更谨慎的做法。\n8、美联储理事Waller加入支持优先缩减MBS购买的决策官员行列\n倾向于在开始缩减资产购买时优先减码抵押贷款支持证券（MBS）的美联储官员们获得了理事Christopher Waller的响应。\n美联储官员已经开始讨论何时以及如何放缓每月购买800亿美元美国国债和400亿美元MBS的计划，这些计划旨在帮助经济从新冠疫情中恢复。Waller表示，由于美国经济强劲复苏，减码时机可能比官员们在2020年底的预期要早，或许会在年底之前开始。\n公司新闻\n1、滴滴赴美上市，筹资44亿美元！华尔街：期待下一个增长篇章\n滴滴IPO是自2014年阿里巴巴集团赴美上市筹集250亿美元资金以来，中国公司在美国规模最大的一次IPO交易。\n滴滴以每股14美元的IPO价格出售了3.168亿股美国存托股票（ADS），高于此前计划的2.88亿股，这将使滴滴在完全稀释的基础上估值约为730亿美元，在非稀释的基础上估值为675亿美元。\n滴滴的股票已经以“DIDI”为代码在纽约证券交易所挂牌交易，开盘价为18美元，与每股14美元的IPO发行价相比上涨近29%。\n2、瑞幸股价在粉单市场暴涨近30％，2019年营收30亿元、亏损31.6亿\n周三午盘，瑞幸咖啡股价在粉单市场暴涨近30%，此前公布的财报显示，2019年四季度营收10.499亿元，同比增长125.6%；净亏损11.285亿元，相比之下2018年四季度净亏损6.69亿元。\n6月30日，瑞幸咖啡 (中国) 有限公司（以下简称“公司”）补发了经审计的2019年年度财务报告。声明称，根据美国证监会的披露要求，公司将持续积极履行披露义务，尽快发布2020年年度财务报告，并逐渐恢复至正常财报披露进度。声明还显示，截至今年6月底，瑞幸全国门店数已超过5200家，累计消费用户已突破7500万，生椰系列单月销量超1000万杯。\n3、中国嘻哈第一股普普文化登录纳斯达克 首日收盘大幅飙405％\n中国嘻哈第一股厦门普普文化美国IPO首日开盘报12.26美元，此前给出的IPO发行价为每份ADS 6.00美元。随后涨幅进一步扩大，截至收盘上涨405%，报30.3美元。普普文化周三稍早宣布其首次公开发行定价，以每股6美元价格发行6,200,000股A类普通股。公司的A类普通股已获准在纳斯达克全球市场交易，并预计于美国东部时间2021年6月30日在纳斯达克开始公开交易，股票代码为“CPOP”。\n4、叮咚买菜一度暴涨近100% 网友：美国散户把叮咚代码当成了滴滴？\n万万没想到，在美国上市的卖菜股迎来大逆转。在每日优鲜上市破发后，叮咚买菜大幅缩小融资额，上市当天一度破发，所幸收盘的时候微涨，但没想到30日晚间，来了一个惊天逆转，一度暴涨近100%，期间经历了两次熔断！\n6月30日，叮咚买菜上市次日，其涨幅扩大至43%，触发熔断暂停交易。随后，叮咚买菜恢复交易继续扩大涨幅，涨幅达到77.72%，报41.8美元，二度触发熔断，随后继续交易。股价一度暴涨94%，市值一度站上100亿美元！\n5、亚马逊硬气反击：FTC新任主席不应参与对我们的反垄断调查！\n美国联邦贸易委员会新任一把手Lina Khan堪称反垄断斗士，屡次发文称亚马逊违反了反垄断法且应被分拆。亚马逊称这会令针对公司的反垄断调查面临不公审判，希望Khan不要参与调查。分析指出，目前正值亚马逊和FTC的关键时刻。\n电商巨头亚马逊在6月30日周三向美国联邦贸易委员会（FTC）提交了一份长达25页的动议，申请让FTC新任民主党主席Lina Khan回避该监管机构对亚马逊的反垄断调查。","news_type":1,"symbols_score_info":{"UCO":0.9,"QMmain":0.9,"BZmain":0.9,"SCO":0.9,"USO":0.9,"DWT":0.9,"CLmain":0.9,"DDG":0.9,"ESmain":0.9,"DUG":0.9,"DWTIF":0.9,"UWTIF":0.9}},"isVote":1,"tweetType":1,"viewCount":3014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153372807,"gmtCreate":1625011909509,"gmtModify":1703849972542,"author":{"id":"3583906472464545","authorId":"3583906472464545","name":"靖焜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583906472464545","authorIdStr":"3583906472464545"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/153372807","repostId":"1189717489","repostType":4,"isVote":1,"tweetType":1,"viewCount":3825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150745961,"gmtCreate":1624929265853,"gmtModify":1703848119284,"author":{"id":"3583906472464545","authorId":"3583906472464545","name":"靖焜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583906472464545","authorIdStr":"3583906472464545"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150745961","repostId":"2146831497","repostType":4,"repost":{"id":"2146831497","kind":"news","pubTimestamp":1624922634,"share":"https://ttm.financial/m/news/2146831497?lang=en_US&edition=fundamental","pubTime":"2021-06-29 07:23","market":"us","language":"zh","title":"It is rumored that iPhone 13 parts have arrived, and the launch date should be earlier than iPhone 12","url":"https://stock-news.laohu8.com/highlight/detail?id=2146831497","media":"新浪科技","summary":"IPhone13 Pro的3D渲染图曝光新浪科技讯 北京时间6月28日晚间消息，据报道，苹果公司用于组装新一代iPhone手机的部分零部件已经到货，这意味着iPhone 13的上市日期将略早于iPhone 12。苹果通常在每年的夏初开始接受组装iPhone所需的零部件，今年也不例外。今日，来自供应链厂商的消息称，iPhone 13的无源元件已经到货。疫情推迟了2020年的iPhone发布，但iPhone 13的生产似乎已恢复正常。这意味着iPhone 13将于今年9月发布，9月底或10初上市。","content":"<p><img src=\"https://static.tigerbbs.com/93a469f6bd34fd2928201987c7fdd5e3\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\">3D rendering of IPhone13 Pro exposed</p><p><a href=\"https://laohu8.com/S/SINA\">SINA</a>Science and Technology News Beijing time on the evening of June 28th, according to reports,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Some of the parts used by the company to assemble the new generation of iPhone phones (tentatively known as \"iPhone 13\") have arrived, which means that the iPhone 13 will launch slightly earlier than the iPhone 12.</p><p>Apple typically begins accepting the parts needed to assemble the iPhone in the early summer of each year, and this year is no different. Today, news from supply chain manufacturers said that the passive components of iPhone 13 have arrived. Passive components mainly refer to resistors, inductors and capacitors, which can work when there is a signal without adding power supply in the circuit.</p><p>Cyntec is a major supplier of iPhone power chokes. People familiar with the matter said that driven by Apple's orders, Qiankun Technology's revenue is expected to increase by more than 25% year-on-year in the second quarter of this year. In the first quarter, the company's revenue has grown 30% year-over-year.</p><p>There are signs that Apple's supply chain and production processes have recovered from the COVID-19 pandemic in 2020. The pandemic delayed iPhone releases in 2020, but iPhone 13 production appears to have returned to normal. This means that the iPhone 13 will be released in September of this year and will be available in late September or early October.</p><p>According to previous media reports, analysts generally expect that like iPhone 12, iPhone 13 will also have four models, namely iPhone 13 mini, iPhone 13, iPhone 13 Pro and iPhone 13 Pro Max.</p><p>In terms of design, it is expected that iPhone 13 will inherit the ID style of iPhone 12 series, and the middle frame will still adopt a right-angle design, but the front screen has ushered in the biggest change in four years, adopting a brand-new \"small bangs\" scheme. The change on the back mainly comes from the camera module, and the rear double camera is changed from vertical arrangement to diagonal arrangement.</p><p>DigiTimes Research, a Research firm, estimates that global smartphone shipments will reach 1.32 billion units in 2021, up 6.4% year-on-year. Among them, 5G mobile phones will account for 500 million to 530 million, a year-on-year increase of 70% to 80%.</p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It is rumored that iPhone 13 parts have arrived, and the launch date should be earlier than iPhone 12</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIt is rumored that iPhone 13 parts have arrived, and the launch date should be earlier than iPhone 12\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪科技</strong><span class=\"h-time small\">2021-06-29 07:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/93a469f6bd34fd2928201987c7fdd5e3\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\">3D rendering of IPhone13 Pro exposed</p><p><a href=\"https://laohu8.com/S/SINA\">SINA</a>Science and Technology News Beijing time on the evening of June 28th, according to reports,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Some of the parts used by the company to assemble the new generation of iPhone phones (tentatively known as \"iPhone 13\") have arrived, which means that the iPhone 13 will launch slightly earlier than the iPhone 12.</p><p>Apple typically begins accepting the parts needed to assemble the iPhone in the early summer of each year, and this year is no different. Today, news from supply chain manufacturers said that the passive components of iPhone 13 have arrived. Passive components mainly refer to resistors, inductors and capacitors, which can work when there is a signal without adding power supply in the circuit.</p><p>Cyntec is a major supplier of iPhone power chokes. People familiar with the matter said that driven by Apple's orders, Qiankun Technology's revenue is expected to increase by more than 25% year-on-year in the second quarter of this year. In the first quarter, the company's revenue has grown 30% year-over-year.</p><p>There are signs that Apple's supply chain and production processes have recovered from the COVID-19 pandemic in 2020. The pandemic delayed iPhone releases in 2020, but iPhone 13 production appears to have returned to normal. This means that the iPhone 13 will be released in September of this year and will be available in late September or early October.</p><p>According to previous media reports, analysts generally expect that like iPhone 12, iPhone 13 will also have four models, namely iPhone 13 mini, iPhone 13, iPhone 13 Pro and iPhone 13 Pro Max.</p><p>In terms of design, it is expected that iPhone 13 will inherit the ID style of iPhone 12 series, and the middle frame will still adopt a right-angle design, but the front screen has ushered in the biggest change in four years, adopting a brand-new \"small bangs\" scheme. The change on the back mainly comes from the camera module, and the rear double camera is changed from vertical arrangement to diagonal arrangement.</p><p>DigiTimes Research, a Research firm, estimates that global smartphone shipments will reach 1.32 billion units in 2021, up 6.4% year-on-year. Among them, 5G mobile phones will account for 500 million to 530 million, a year-on-year increase of 70% to 80%.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-06-28/doc-ikqciyzk2419037.shtml\">新浪科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e64b08e46b6eb1bee9b4fcb8733eb9bd","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-06-28/doc-ikqciyzk2419037.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146831497","content_text":"IPhone13 Pro的3D渲染图曝光\n新浪科技讯 北京时间6月28日晚间消息，据报道，苹果公司用于组装新一代iPhone手机（暂称“iPhone 13”）的部分零部件已经到货，这意味着iPhone 13的上市日期将略早于iPhone 12。\n苹果通常在每年的夏初开始接受组装iPhone所需的零部件，今年也不例外。今日，来自供应链厂商的消息称，iPhone 13的无源元件已经到货。无源元件主要指电阻类、电感类和电容类元件，在电路中无需加电源即可在有信号时工作。\n乾坤科技（Cyntec）是iPhone电源扼流圈的主要供应商。知情人士称，受苹果订单的推动，乾坤科技今年第二季度营收同比有望增长25%以上。第一季度，该公司营收已同比增长30%。\n种种迹象表明，苹果的供应链和生产流程已经从2020年的新冠肺炎疫情中恢复。疫情推迟了2020年的iPhone发布，但iPhone 13的生产似乎已恢复正常。这意味着iPhone 13将于今年9月发布，9月底或10初上市。\n据媒体之前的报道，分析师普遍预计，与iPhone 12一样，iPhone 13也将有4款机型，分别为iPhone 13 mini、iPhone 13、iPhone 13 Pro和iPhone 13 Pro Max。\n设计方面，预计iPhone 13将继承iPhone 12系列的ID风格，中框依然采用直角设计，但是正面屏幕迎来了4年内最大的变化，采用全新的“小刘海”方案。背面的变动主要来自于相机模组，后置双摄由竖置排列改为对角线排列。\n调研机构DigiTimes Research预计，2021年全球智能手机出货量将达到13.2亿部，同比增长6.4%。其中，5G手机将占到5亿部至5.3亿部，同比增长70%至80%。","news_type":1,"symbols_score_info":{"AAPL":0.9,"09086":0.9,"03086":0.9}},"isVote":1,"tweetType":1,"viewCount":3280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181705573,"gmtCreate":1623410017892,"gmtModify":1704202832140,"author":{"id":"3583906472464545","authorId":"3583906472464545","name":"靖焜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583906472464545","authorIdStr":"3583906472464545"},"themes":[],"htmlText":"Tiger is here","listText":"Tiger is here","text":"Tiger is here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181705573","repostId":"1156453091","repostType":4,"repost":{"id":"1156453091","kind":"news","pubTimestamp":1623333482,"share":"https://ttm.financial/m/news/1156453091?lang=en_US&edition=fundamental","pubTime":"2021-06-10 21:58","market":"us","language":"zh","title":"Taking history as a mirror, the deduction and impact of inflation soaring in the United States","url":"https://stock-news.laohu8.com/highlight/detail?id=1156453091","media":"川阅全球宏观","summary":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：。1960年以来美国CPI同比破5%出现了4次(图1)。本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。房租价格走势对未来通胀的演绎有重要影响。","content":"<p>On June 10, 2021 EDT, the U.S. Department of Labor released inflation data for May.<b>In May, the CPI of the United States rose by 5.0% year-on-year, and the core CPI rose by 3.8% year-on-year, the largest increase since August 2008. Since the beginning of this year, the inflation rate in the United States has accelerated, and the Federal Reserve's interest rate meeting in June is imminent. Inflation worries in the market linger.</b>We have reviewed several spikes in U.S. inflation throughout history to better understand this one and its impact:</p><p><b>Since 1960, the U.S. CPI has broken 5% year-on-year four times</b>(FIG. 1). We conducted a review of the economic fundamentals and Fed policy from the period when CPI broke 4%, broke 5% and retreated (Table 1).</p><p><b>1968/06-1971/09</b>: The economy is in recession, but the residual warmth of large government spending and fiscal stimulus in the early period is still there, and inflation continues to rise. The Federal Reserve tightened monetary policy in 1970 to curb inflation.</p><p><b>1973/03-1982/11：</b>Under the double blow of the food crisis and the oil crisis, the US economy fell into stagflation, and supply shocks and costs pushed up inflation. Government price controls failed and monetary policy lacked independence and was too lagging to successfully curb inflation.</p><p><b>1987/08-1991/07：</b>After emerging from stagflation, the U.S. economy experienced high growth, but began to slow down in 1987, and there was upward pressure on wages and prices, and the Federal Reserve tightened monetary policy.</p><p><b>2007/11-2008/09：</b>The soaring oil price pushed up inflation, and the financial crisis broke out. The first task of the Federal Reserve's monetary policy was to bail out the market, and inflation was not in its focus.</p><p><b>The causes of current inflation are similar to those of 1973-1982 inflation, both of which are cost-driven.</b></p><p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p><p><b>The main reason for this surge in inflation lies in the base effect and supply shortage under the pandemic.</b>The US CPI recorded 5.0% in May this year (the highest level since August 2008), but<b>From the perspective of CPI index, the compound growth rate in May 2021 relative to May 2019 was only 2.5%.</b></p><p><b>For this year's deduction of inflation, we focus on the two sub-items of used cars and rent.</b></p><p><b>One of the main thrust forces for inflation is used cars.</b>Under the deterioration of the epidemic situation in Southeast Asia, many chip factories shut down, and the shortage of chips led to the reduction of production by car companies. The supply of new cars is insufficient, the demand for used cars has soared, and prices have skyrocketed (Figure 2). According to Manheim data, used vehicle sales prices increased more than new vehicles in 2021 (Figure 3). In addition, other transportation-related price increases widened further in May, with the increase in transportation service prices expanding to 11.2% from 5.6% in April, doubling the increase.</p><p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p><p><b>The trend of rent prices has an important impact on the deduction of future inflation.</b>The weight of rent in the US CPI is high (about 30%). Although the growth rate of rent is relatively modest compared with other sub-items (2.2% year-on-year in May this year), the growth rate slope has steepened since the beginning of the year (Figure 4).<b>It is expected that rent will continue to rise moderately in the future, affected by supply shortages</b>。</p><p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p><p><b>What is the trend of inflation expectations?</b></p><p>From a consumer perspective, Michigan's expected inflation data shows that 2<b>In May 2021, the five-year inflation expectation of U.S. consumers jumped to 3.0% from 2.7% last month (Figure 5), but it is still lower than the 3.5% that the Federal Reserve can tolerate.</b></p><p>From the perspective of policymakers, as stated in our previous report, the Fed focuses on the monitoring of inflation expectations, and the key indicators are<b>Common Inflation Expectations Index (CIE), CIE is quarterly data, and data for the second quarter of 2021 is expected to be released by the end of this month.</b></p><p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p><p><b>How will future inflation affect asset prices?</b></p><p>We review the changes of the yields of US dollars, US stocks and US bonds in different time intervals after CPI broke 4% in the above four major inflations (Table 2):<b>Inflation has a negative impact on the US dollar and US stocks. The former lags behind, while the latter is reflected within one month.</b>Interestingly, the impact of inflation on US debt yields is irregular. For the research framework of US debt, please refer to our previous report.</p><p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning:</b>Geopolitical risks mount as Fed tightens monetary policy too quickly</p><p><hr>Congratulations on finding the letter E and participating in the \"Tiger Search\" activity. If you leave a message \"Tiger is here\" in the next post, you can get 100 Tiger coins. If you collect 7 pictures and leave a message, you can also get a 7th anniversary limited gift box. (For details, please click<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">[7th Anniversary Award-winning Activity] Tiger Search</a>Understanding)</p><p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>","source":"lsy1582083733592","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>Taking history as a mirror, the deduction and impact of inflation soaring in the United States</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\">\nTaking history as a mirror, the deduction and impact of inflation soaring in the United States\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">川阅全球宏观</strong><span class=\"h-time small\">2021-06-10 21:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On June 10, 2021 EDT, the U.S. Department of Labor released inflation data for May.<b>In May, the CPI of the United States rose by 5.0% year-on-year, and the core CPI rose by 3.8% year-on-year, the largest increase since August 2008. Since the beginning of this year, the inflation rate in the United States has accelerated, and the Federal Reserve's interest rate meeting in June is imminent. Inflation worries in the market linger.</b>We have reviewed several spikes in U.S. inflation throughout history to better understand this one and its impact:</p><p><b>Since 1960, the U.S. CPI has broken 5% year-on-year four times</b>(FIG. 1). We conducted a review of the economic fundamentals and Fed policy from the period when CPI broke 4%, broke 5% and retreated (Table 1).</p><p><b>1968/06-1971/09</b>: The economy is in recession, but the residual warmth of large government spending and fiscal stimulus in the early period is still there, and inflation continues to rise. The Federal Reserve tightened monetary policy in 1970 to curb inflation.</p><p><b>1973/03-1982/11：</b>Under the double blow of the food crisis and the oil crisis, the US economy fell into stagflation, and supply shocks and costs pushed up inflation. Government price controls failed and monetary policy lacked independence and was too lagging to successfully curb inflation.</p><p><b>1987/08-1991/07：</b>After emerging from stagflation, the U.S. economy experienced high growth, but began to slow down in 1987, and there was upward pressure on wages and prices, and the Federal Reserve tightened monetary policy.</p><p><b>2007/11-2008/09：</b>The soaring oil price pushed up inflation, and the financial crisis broke out. The first task of the Federal Reserve's monetary policy was to bail out the market, and inflation was not in its focus.</p><p><b>The causes of current inflation are similar to those of 1973-1982 inflation, both of which are cost-driven.</b></p><p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p><p><b>The main reason for this surge in inflation lies in the base effect and supply shortage under the pandemic.</b>The US CPI recorded 5.0% in May this year (the highest level since August 2008), but<b>From the perspective of CPI index, the compound growth rate in May 2021 relative to May 2019 was only 2.5%.</b></p><p><b>For this year's deduction of inflation, we focus on the two sub-items of used cars and rent.</b></p><p><b>One of the main thrust forces for inflation is used cars.</b>Under the deterioration of the epidemic situation in Southeast Asia, many chip factories shut down, and the shortage of chips led to the reduction of production by car companies. The supply of new cars is insufficient, the demand for used cars has soared, and prices have skyrocketed (Figure 2). According to Manheim data, used vehicle sales prices increased more than new vehicles in 2021 (Figure 3). In addition, other transportation-related price increases widened further in May, with the increase in transportation service prices expanding to 11.2% from 5.6% in April, doubling the increase.</p><p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p><p><b>The trend of rent prices has an important impact on the deduction of future inflation.</b>The weight of rent in the US CPI is high (about 30%). Although the growth rate of rent is relatively modest compared with other sub-items (2.2% year-on-year in May this year), the growth rate slope has steepened since the beginning of the year (Figure 4).<b>It is expected that rent will continue to rise moderately in the future, affected by supply shortages</b>。</p><p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p><p><b>What is the trend of inflation expectations?</b></p><p>From a consumer perspective, Michigan's expected inflation data shows that 2<b>In May 2021, the five-year inflation expectation of U.S. consumers jumped to 3.0% from 2.7% last month (Figure 5), but it is still lower than the 3.5% that the Federal Reserve can tolerate.</b></p><p>From the perspective of policymakers, as stated in our previous report, the Fed focuses on the monitoring of inflation expectations, and the key indicators are<b>Common Inflation Expectations Index (CIE), CIE is quarterly data, and data for the second quarter of 2021 is expected to be released by the end of this month.</b></p><p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p><p><b>How will future inflation affect asset prices?</b></p><p>We review the changes of the yields of US dollars, US stocks and US bonds in different time intervals after CPI broke 4% in the above four major inflations (Table 2):<b>Inflation has a negative impact on the US dollar and US stocks. The former lags behind, while the latter is reflected within one month.</b>Interestingly, the impact of inflation on US debt yields is irregular. For the research framework of US debt, please refer to our previous report.</p><p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning:</b>Geopolitical risks mount as Fed tightens monetary policy too quickly</p><p><hr>Congratulations on finding the letter E and participating in the \"Tiger Search\" activity. If you leave a message \"Tiger is here\" in the next post, you can get 100 Tiger coins. If you collect 7 pictures and leave a message, you can also get a 7th anniversary limited gift box. (For details, please click<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">[7th Anniversary Award-winning Activity] Tiger Search</a>Understanding)</p><p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/492521.html\">川阅全球宏观</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/492521.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156453091","content_text":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。\n1968/06-1971/09：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。\n1973/03-1982/11：粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。\n1987/08-1991/07：走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。\n2007/11-2008/09：油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。\n当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。\n\n本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。\n对于今年通胀的演绎，我们重点关注二手车和房租两个分项。\n通胀的主要推力之一为二手车。东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。\n\n房租价格走势对未来通胀的演绎有重要影响。美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们预计受到供给短缺的影响，未来房租将会持续温和地上升。\n\n通胀预期走势如何?\n从消费者的角度，密西根预期通胀率数据显示，2021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。\n从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。\n\n未来通胀将会怎样影响资产价格?\n我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。\n\n风险提示：美联储过快收紧货币政策，地缘政治风险加剧\n\n恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181583976,"gmtCreate":1623401588095,"gmtModify":1704202610111,"author":{"id":"3583906472464545","authorId":"3583906472464545","name":"靖焜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583906472464545","authorIdStr":"3583906472464545"},"themes":[],"htmlText":"Tiger is here","listText":"Tiger is here","text":"Tiger is here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181583976","repostId":"1156453091","repostType":4,"repost":{"id":"1156453091","kind":"news","pubTimestamp":1623333482,"share":"https://ttm.financial/m/news/1156453091?lang=en_US&edition=fundamental","pubTime":"2021-06-10 21:58","market":"us","language":"zh","title":"Taking history as a mirror, the deduction and impact of inflation soaring in the United States","url":"https://stock-news.laohu8.com/highlight/detail?id=1156453091","media":"川阅全球宏观","summary":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：。1960年以来美国CPI同比破5%出现了4次(图1)。本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。房租价格走势对未来通胀的演绎有重要影响。","content":"<p>On June 10, 2021 EDT, the U.S. Department of Labor released inflation data for May.<b>In May, the CPI of the United States rose by 5.0% year-on-year, and the core CPI rose by 3.8% year-on-year, the largest increase since August 2008. Since the beginning of this year, the inflation rate in the United States has accelerated, and the Federal Reserve's interest rate meeting in June is imminent. Inflation worries in the market linger.</b>We have reviewed several spikes in U.S. inflation throughout history to better understand this one and its impact:</p><p><b>Since 1960, the U.S. CPI has broken 5% year-on-year four times</b>(FIG. 1). We conducted a review of the economic fundamentals and Fed policy from the period when CPI broke 4%, broke 5% and retreated (Table 1).</p><p><b>1968/06-1971/09</b>: The economy is in recession, but the residual warmth of large government spending and fiscal stimulus in the early period is still there, and inflation continues to rise. The Federal Reserve tightened monetary policy in 1970 to curb inflation.</p><p><b>1973/03-1982/11：</b>Under the double blow of the food crisis and the oil crisis, the US economy fell into stagflation, and supply shocks and costs pushed up inflation. Government price controls failed and monetary policy lacked independence and was too lagging to successfully curb inflation.</p><p><b>1987/08-1991/07：</b>After emerging from stagflation, the U.S. economy experienced high growth, but began to slow down in 1987, and there was upward pressure on wages and prices, and the Federal Reserve tightened monetary policy.</p><p><b>2007/11-2008/09：</b>The soaring oil price pushed up inflation, and the financial crisis broke out. The first task of the Federal Reserve's monetary policy was to bail out the market, and inflation was not in its focus.</p><p><b>The causes of current inflation are similar to those of 1973-1982 inflation, both of which are cost-driven.</b></p><p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p><p><b>The main reason for this surge in inflation lies in the base effect and supply shortage under the pandemic.</b>The US CPI recorded 5.0% in May this year (the highest level since August 2008), but<b>From the perspective of CPI index, the compound growth rate in May 2021 relative to May 2019 was only 2.5%.</b></p><p><b>For this year's deduction of inflation, we focus on the two sub-items of used cars and rent.</b></p><p><b>One of the main thrust forces for inflation is used cars.</b>Under the deterioration of the epidemic situation in Southeast Asia, many chip factories shut down, and the shortage of chips led to the reduction of production by car companies. The supply of new cars is insufficient, the demand for used cars has soared, and prices have skyrocketed (Figure 2). According to Manheim data, used vehicle sales prices increased more than new vehicles in 2021 (Figure 3). In addition, other transportation-related price increases widened further in May, with the increase in transportation service prices expanding to 11.2% from 5.6% in April, doubling the increase.</p><p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p><p><b>The trend of rent prices has an important impact on the deduction of future inflation.</b>The weight of rent in the US CPI is high (about 30%). Although the growth rate of rent is relatively modest compared with other sub-items (2.2% year-on-year in May this year), the growth rate slope has steepened since the beginning of the year (Figure 4).<b>It is expected that rent will continue to rise moderately in the future, affected by supply shortages</b>。</p><p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p><p><b>What is the trend of inflation expectations?</b></p><p>From a consumer perspective, Michigan's expected inflation data shows that 2<b>In May 2021, the five-year inflation expectation of U.S. consumers jumped to 3.0% from 2.7% last month (Figure 5), but it is still lower than the 3.5% that the Federal Reserve can tolerate.</b></p><p>From the perspective of policymakers, as stated in our previous report, the Fed focuses on the monitoring of inflation expectations, and the key indicators are<b>Common Inflation Expectations Index (CIE), CIE is quarterly data, and data for the second quarter of 2021 is expected to be released by the end of this month.</b></p><p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p><p><b>How will future inflation affect asset prices?</b></p><p>We review the changes of the yields of US dollars, US stocks and US bonds in different time intervals after CPI broke 4% in the above four major inflations (Table 2):<b>Inflation has a negative impact on the US dollar and US stocks. The former lags behind, while the latter is reflected within one month.</b>Interestingly, the impact of inflation on US debt yields is irregular. For the research framework of US debt, please refer to our previous report.</p><p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning:</b>Geopolitical risks mount as Fed tightens monetary policy too quickly</p><p><hr>Congratulations on finding the letter E and participating in the \"Tiger Search\" activity. If you leave a message \"Tiger is here\" in the next post, you can get 100 Tiger coins. If you collect 7 pictures and leave a message, you can also get a 7th anniversary limited gift box. (For details, please click<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">[7th Anniversary Award-winning Activity] Tiger Search</a>Understanding)</p><p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>","source":"lsy1582083733592","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>Taking history as a mirror, the deduction and impact of inflation soaring in the United States</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\">\nTaking history as a mirror, the deduction and impact of inflation soaring in the United States\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">川阅全球宏观</strong><span class=\"h-time small\">2021-06-10 21:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On June 10, 2021 EDT, the U.S. Department of Labor released inflation data for May.<b>In May, the CPI of the United States rose by 5.0% year-on-year, and the core CPI rose by 3.8% year-on-year, the largest increase since August 2008. Since the beginning of this year, the inflation rate in the United States has accelerated, and the Federal Reserve's interest rate meeting in June is imminent. Inflation worries in the market linger.</b>We have reviewed several spikes in U.S. inflation throughout history to better understand this one and its impact:</p><p><b>Since 1960, the U.S. CPI has broken 5% year-on-year four times</b>(FIG. 1). We conducted a review of the economic fundamentals and Fed policy from the period when CPI broke 4%, broke 5% and retreated (Table 1).</p><p><b>1968/06-1971/09</b>: The economy is in recession, but the residual warmth of large government spending and fiscal stimulus in the early period is still there, and inflation continues to rise. The Federal Reserve tightened monetary policy in 1970 to curb inflation.</p><p><b>1973/03-1982/11：</b>Under the double blow of the food crisis and the oil crisis, the US economy fell into stagflation, and supply shocks and costs pushed up inflation. Government price controls failed and monetary policy lacked independence and was too lagging to successfully curb inflation.</p><p><b>1987/08-1991/07：</b>After emerging from stagflation, the U.S. economy experienced high growth, but began to slow down in 1987, and there was upward pressure on wages and prices, and the Federal Reserve tightened monetary policy.</p><p><b>2007/11-2008/09：</b>The soaring oil price pushed up inflation, and the financial crisis broke out. The first task of the Federal Reserve's monetary policy was to bail out the market, and inflation was not in its focus.</p><p><b>The causes of current inflation are similar to those of 1973-1982 inflation, both of which are cost-driven.</b></p><p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p><p><b>The main reason for this surge in inflation lies in the base effect and supply shortage under the pandemic.</b>The US CPI recorded 5.0% in May this year (the highest level since August 2008), but<b>From the perspective of CPI index, the compound growth rate in May 2021 relative to May 2019 was only 2.5%.</b></p><p><b>For this year's deduction of inflation, we focus on the two sub-items of used cars and rent.</b></p><p><b>One of the main thrust forces for inflation is used cars.</b>Under the deterioration of the epidemic situation in Southeast Asia, many chip factories shut down, and the shortage of chips led to the reduction of production by car companies. The supply of new cars is insufficient, the demand for used cars has soared, and prices have skyrocketed (Figure 2). According to Manheim data, used vehicle sales prices increased more than new vehicles in 2021 (Figure 3). In addition, other transportation-related price increases widened further in May, with the increase in transportation service prices expanding to 11.2% from 5.6% in April, doubling the increase.</p><p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p><p><b>The trend of rent prices has an important impact on the deduction of future inflation.</b>The weight of rent in the US CPI is high (about 30%). Although the growth rate of rent is relatively modest compared with other sub-items (2.2% year-on-year in May this year), the growth rate slope has steepened since the beginning of the year (Figure 4).<b>It is expected that rent will continue to rise moderately in the future, affected by supply shortages</b>。</p><p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p><p><b>What is the trend of inflation expectations?</b></p><p>From a consumer perspective, Michigan's expected inflation data shows that 2<b>In May 2021, the five-year inflation expectation of U.S. consumers jumped to 3.0% from 2.7% last month (Figure 5), but it is still lower than the 3.5% that the Federal Reserve can tolerate.</b></p><p>From the perspective of policymakers, as stated in our previous report, the Fed focuses on the monitoring of inflation expectations, and the key indicators are<b>Common Inflation Expectations Index (CIE), CIE is quarterly data, and data for the second quarter of 2021 is expected to be released by the end of this month.</b></p><p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p><p><b>How will future inflation affect asset prices?</b></p><p>We review the changes of the yields of US dollars, US stocks and US bonds in different time intervals after CPI broke 4% in the above four major inflations (Table 2):<b>Inflation has a negative impact on the US dollar and US stocks. The former lags behind, while the latter is reflected within one month.</b>Interestingly, the impact of inflation on US debt yields is irregular. For the research framework of US debt, please refer to our previous report.</p><p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning:</b>Geopolitical risks mount as Fed tightens monetary policy too quickly</p><p><hr>Congratulations on finding the letter E and participating in the \"Tiger Search\" activity. If you leave a message \"Tiger is here\" in the next post, you can get 100 Tiger coins. If you collect 7 pictures and leave a message, you can also get a 7th anniversary limited gift box. (For details, please click<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">[7th Anniversary Award-winning Activity] Tiger Search</a>Understanding)</p><p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/492521.html\">川阅全球宏观</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/492521.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156453091","content_text":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。\n1968/06-1971/09：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。\n1973/03-1982/11：粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。\n1987/08-1991/07：走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。\n2007/11-2008/09：油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。\n当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。\n\n本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。\n对于今年通胀的演绎，我们重点关注二手车和房租两个分项。\n通胀的主要推力之一为二手车。东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。\n\n房租价格走势对未来通胀的演绎有重要影响。美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们预计受到供给短缺的影响，未来房租将会持续温和地上升。\n\n通胀预期走势如何?\n从消费者的角度，密西根预期通胀率数据显示，2021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。\n从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。\n\n未来通胀将会怎样影响资产价格?\n我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。\n\n风险提示：美联储过快收紧货币政策，地缘政治风险加剧\n\n恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181580920,"gmtCreate":1623401524060,"gmtModify":1704202608000,"author":{"id":"3583906472464545","authorId":"3583906472464545","name":"靖焜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583906472464545","authorIdStr":"3583906472464545"},"themes":[],"htmlText":"Tiger is here","listText":"Tiger is here","text":"Tiger is here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181580920","repostId":"1140839418","repostType":4,"repost":{"id":"1140839418","kind":"news","pubTimestamp":1623382205,"share":"https://ttm.financial/m/news/1140839418?lang=en_US&edition=fundamental","pubTime":"2021-06-11 11:30","market":"us","language":"zh","title":"One picture to understand Didi's prospectus: spread across 15 countries, with an average daily order volume of 41 million","url":"https://stock-news.laohu8.com/highlight/detail?id=1140839418","media":"腾讯科技","summary":"6月11日消息，美国当地时间周四，$滴滴出行 $的运营主体小桔快智向美国证券交易委员会提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。","content":"<p>June 11th news, Thursday local time in the United States,<a href=\"https://laohu8.com/S/DIDI\">Didi Chuxing</a>Xiaoju Kuaizhi, the operating entity, submitted an IPO prospectus to the U.S. Securities and Exchange Commission (SEC), and plans to be listed on the Nasdaq stock market or the New York Stock Exchange with the stock code \"DIDI\".</p><p>According to the data disclosed by Didi, at present, Didi has opened business in more than 4,000 cities and regions in 15 countries, with an annual number of active users of 493 million, an annual number of active drivers of 15 million, an average daily order volume of 41 million, a total annual platform transaction volume of 341 billion yuan, and a cumulative driver income of 600+ billion yuan from 2018 to Q1 of 2021.</p><p><img src=\"https://static.tigerbbs.com/2a935c6b681f2f3744604b5596e29cac\" tg-width=\"2100\" tg-height=\"13686\"></p><p><hr>Congratulations on finding the letter I and participating in the \"Tiger Search\" activity. If you leave a message \"Tiger is here\" in the next post, you can get 100 Tiger coins. If you collect 7 pictures and leave a message, you can also get a 7th anniversary limited gift box. (For details, please click<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">[7th Anniversary Award-winning Activity] Tiger Search</a>Understanding)<img src=\"https://static.tigerbbs.com/ba72fe98df37f49a4d31b0a0684a03aa\" tg-width=\"214\" tg-height=\"286\"></p>","source":"txkj","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>One picture to understand Didi's prospectus: spread across 15 countries, with an average daily order volume of 41 million</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\">\nOne picture to understand Didi's prospectus: spread across 15 countries, with an average daily order volume of 41 million\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">腾讯科技</strong><span class=\"h-time small\">2021-06-11 11:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>June 11th news, Thursday local time in the United States,<a href=\"https://laohu8.com/S/DIDI\">Didi Chuxing</a>Xiaoju Kuaizhi, the operating entity, submitted an IPO prospectus to the U.S. Securities and Exchange Commission (SEC), and plans to be listed on the Nasdaq stock market or the New York Stock Exchange with the stock code \"DIDI\".</p><p>According to the data disclosed by Didi, at present, Didi has opened business in more than 4,000 cities and regions in 15 countries, with an annual number of active users of 493 million, an annual number of active drivers of 15 million, an average daily order volume of 41 million, a total annual platform transaction volume of 341 billion yuan, and a cumulative driver income of 600+ billion yuan from 2018 to Q1 of 2021.</p><p><img src=\"https://static.tigerbbs.com/2a935c6b681f2f3744604b5596e29cac\" tg-width=\"2100\" tg-height=\"13686\"></p><p><hr>Congratulations on finding the letter I and participating in the \"Tiger Search\" activity. If you leave a message \"Tiger is here\" in the next post, you can get 100 Tiger coins. If you collect 7 pictures and leave a message, you can also get a 7th anniversary limited gift box. (For details, please click<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">[7th Anniversary Award-winning Activity] Tiger Search</a>Understanding)<img src=\"https://static.tigerbbs.com/ba72fe98df37f49a4d31b0a0684a03aa\" tg-width=\"214\" tg-height=\"286\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://new.qq.com/rain/a/20210611A02NC800\">腾讯科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b9f14473f3e986de32cc80f6fd80b679","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://new.qq.com/rain/a/20210611A02NC800","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140839418","content_text":"6月11日消息，美国当地时间周四，滴滴出行的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。\n根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。\n\n\n恭喜您找到了字母I，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1,"symbols_score_info":{"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":2974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":153372807,"gmtCreate":1625011909509,"gmtModify":1703849972542,"author":{"id":"3583906472464545","authorId":"3583906472464545","name":"靖焜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583906472464545","idStr":"3583906472464545"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/153372807","repostId":"1189717489","repostType":4,"isVote":1,"tweetType":1,"viewCount":3825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151518092,"gmtCreate":1625098196116,"gmtModify":1703735995074,"author":{"id":"3583906472464545","authorId":"3583906472464545","name":"靖焜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583906472464545","idStr":"3583906472464545"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151518092","repostId":"1133219370","repostType":4,"repost":{"id":"1133219370","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":1625096461,"share":"https://ttm.financial/m/news/1133219370?lang=en_US&edition=fundamental","pubTime":"2021-07-01 07:41","market":"us","language":"zh","title":"Last Night This Morning: Another S&P High! Didi's debut surges higher and falls back","url":"https://stock-news.laohu8.com/highlight/detail?id=1133219370","media":"老虎资讯综合","summary":"摘要：美股周三收盘涨跌不一，标普指数再创收盘历史新高；美国原油库存6连降推动美油收涨0.7％！上半年累计飙升逾51％；滴滴赴美上市，筹资44亿美元，开盘价为18美元，与每股14美元的IPO发行价相比上","content":"<p>Abstract: U.S. stocks closed mixed on Wednesday, and the S&P index hit another record closing high; U.S. crude oil inventories dropped 6 times in a row, pushing U.S. oil to close up 0.7%! A cumulative surge of more than 51% in the first half of the year; Didi went public in the U.S., raising $4.4 billion, and opened at $18, up nearly 29% from the IPO offering price of $14 per share. Overseas markets</p><p>1. Closing: The three major U.S. stock indexes all rose by more than 12% in the first half of the year</p><p>U.S. stocks closed mixed on Wednesday, with the S&P hitting another record closing high. The three major stock indexes all rose more than 12% in the first half of the year. The market is evaluating the June ADP employment data versus the May second-hand home sales signing report, and awaits more economic data on the labor market, such as non-farm payrolls. The Dow closed up 210.22 points, or 0.61%, at 34,502.51; The Nasdaq fell 24.38 points, or 0.17%, to 14,503.95 points; The S&P 500 rose 5.70 points, or 0.13%, to 4,297.50.</p><p>Didi closed 1.4% higher. The company determined to set the U.S. IPO price at the top of the guidance range of $14/ADS, which is at the upper price limit of the offering range of $13-14, which means that the company is valued at more than $67 billion.<a href=\"https://laohu8.com/S/DDL\">ding-dong</a>Grocery shopping closed sharply higher. Yesterday, the first hang rose slightly by 0.09%, and once broke in the session.<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>The offer price of Hong Kong IPO was determined to be HK$165 per share, and trading began on July 7th.</p><p>2. Popular Chinese stocks closed with mixed ups and downs on Wednesday, and once rose by more than 20% in the intraday session</p><p>Popular Chinese stocks closed with mixed gains and losses on Wednesday. Didi, the first car-hailing stock in China, was officially listed on the New York Stock Exchange, with an intraday increase of more than 20%, and finally closed up 1%; Pupu Culture, the first hip-hop stock in China, officially landed on Nasdaq, triggering fuse blowers many times during the session, and finally closed by 405%;<a href=\"https://laohu8.com/S/DDL\">ding-dong</a>Grocery rose by nearly 63% the next day after its listing, and once rose by nearly 100% in the intraday session.</p><p>Manbang rose by more than 26%, Ruixing powder list rose by more than 22%,<a href=\"https://laohu8.com/S/MTC\">Haichuan Securities</a>It rose by more than 11%,<a href=\"https://laohu8.com/S/WEI\">Micro loan network</a>Up more than 10%,<a href=\"https://laohu8.com/S/LAIX\">Fluency theory</a>It rose by more than 9%,<a href=\"https://laohu8.com/S/EZGO\">E-Dianhang</a>rose by more than 7%,<a href=\"https://laohu8.com/S/CNET\">China network carrier line</a>rose by more than 4%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>、<a href=\"https://laohu8.com/S/VIOT\">Yunmi Technology</a>rose by more than 3%,<a href=\"https://laohu8.com/S/CMCM\">Cheetah Mobile</a>Renren Company rose by more than 2%, Weibo rose by more than 1%,<a href=\"https://laohu8.com/S/MF\">Daily Excellent Fresh</a>It closed flat.</p><p>3. European stocks closed slightly lower on Wednesday. The pan-European Stoxx 600 index rose more than 13% in the first half of this year</p><p>European stocks rose strongly in the first half of 2021, but fell slightly on Wednesday (June 30), the last trading day of the second quarter, as investors were amid ongoing concerns over Covid and rising inflation.</p><p>The pan-European Stoxx 600 index closed down 3.53 points, or 0.77%, at 452.84. However, the stock index has still risen by more than 13% so far this year; Andy Haldane, chief economist at the Bank of England, said it was \"uneasy\" about the BoE's nearly £1 trillion balance sheet. The data suggests that the (UK) economy is changing rapidly. It is expected that UK inflation could end the year closer to 4% (rather than 3%), presenting policymakers with the biggest challenge since the pound's crash in 1992.</p><p>4. The six consecutive drops in U.S. crude oil inventories pushed U.S. oil to close 0.7%! A cumulative surge of more than 51% in the first half of the year</p><p>The price of WIT futures in the United States rose by 0.7% to close at $73.47 per barrel, rising by 24.2% in the second quarter and more than 51% in the first half of the year; International Brent oil prices rose 0.5% to close at $74.62 a barrel, up 18.2% in the second quarter and 45% in the first half of the year.</p><p>5. The price of gold closed up 0.5%, but it fell by more than 7% in June! Biggest monthly decline in 8 years</p><p>Gold futures rose by 0.5% to close at $1,771.60 an ounce, but fell by more than 7% in June, the largest monthly decline in eight years, as the US dollar exchange rate rose by more than 2% this month.</p><p>International macro</p><p>1. Kaplan of the Federal Reserve said that the market knew that the reduction was coming, but it was only a question of when</p><p>Robert Kaplan, president of the Federal Reserve Bank of Dallas, said the tapering of central bank asset purchases should be \"gradual\", and he reiterated the view that it would be prudent to start the process sooner rather than later.</p><p>2. In the face of high valuation and downsizing prospects, Wall Street warns that the best days of corporate bonds may be over</p><p>High valuations and the prospect of tapering stimulus measures by the Federal Reserve have a growing number of analysts and investors warning that the best days for the corporate bond market may be over.</p><p>The reopening of the economy, strong corporate earnings and unprecedented Fed support helped push the risk premium on high-grade and high-yield bonds to their lowest level in more than a decade in the first half. With downsizing discussions on the horizon and the prospect of a gradual recovery in U.S. Treasury Bond yields, many on Wall Street are warning that it is time for credit investors to take defensive steps.</p><p>3. Atlanta Fed President: It will take some time for the United States to meet employment targets</p><p>Raphael Bostic, president of the Atlanta Fed, said that while the U.S. has \"effectively fully recovered\" from the pandemic in a GDP sense, employment \"will take some time to go back\" and is now about 9 million to 10 million jobs below the pre-pandemic trend.</p><p>4. Bubble burst: U.S. lumber prices plunged more than 40% in June, the biggest monthly decline on record</p><p>The huge wood bubble of 2021 has burst.</p><p>Lumber prices have fallen sharply from the spring as supply has increased, speculative trading activity has cooled and demand for residential construction has slowed. Lumber futures fell 42% in June alone, their worst month since 1978. The construction commodity is down more than 13% year-to-date, its first decline since the first half of 2015.</p><p>Lumber prices peaked on May 7, hitting an all-time high of $1,670.50 per thousand board feet, more than six times higher than the low in April 2020.</p><p>5. The Fed's reverse repo demand rose to a record high of nearly $1 trillion at the end of the quarter</p><p>The scale of market demand for a key tool the Federal Reserve uses to help control short-term interest rates has soared to nearly $1 trillion, a record high.</p><p>New York Fed data showed that 90 participants deposited a total of $992 billion with the Federal Reserve on Wednesday through an overnight reverse repo facility, setting a fresh previous record high of $841.2 billion set on Tuesday. The number of counterparties was the largest since 2016, and the volume increase was the largest since June 17.</p><p>6、<a href=\"https://laohu8.com/S/UBS\">UBS</a>Raised Eurozone economic growth forecast for 2021 to 5.1% from 4.3%</p><p>Economists such as Reinhard Cluse wrote in a note to clients that relaxing epidemic restrictions would lead to a \"stronger\" rebound in the eurozone economy in the second and third quarters than previously expected; The economic contraction in the first quarter was less severe than expected, and fiscal support was stronger than expected; The 2022 growth forecast remains at 5.3%.</p><p><a href=\"https://laohu8.com/S/UBS\">UBS</a>The economy is expected to reach pre-pandemic size in the fourth quarter of 2021, a quarter earlier than previously expected.</p><p>7、<a href=\"https://laohu8.com/NW/2148843618\" target=\"_blank\">OPEC + Important Meeting is Imminent or Will Have Key Impact on Oil Prices</a></p><p>OPEC and its allies are preparing for a meeting that could be crucial for oil prices, while discussions continue on whether to continue increasing production.</p><p>Ahead of Thursday's decision on output policy for August and beyond, a familiar dynamic emerged from the organization's preliminary discussions. On the one hand, Russia and Kazakhstan have offered to increase supplies. On the other hand, Saudi Arabia and its Arab allies in the Gulf discussed a more cautious approach.</p><p>8. Fed Governor Waller joins ranks of decision-makers supporting priority tapering of MBS purchases</p><p>Fed officials who prefer to prioritize downsizing on mortgage-backed securities (MBS) when they start tapering asset purchases get a response from Governor Christopher Waller.</p><p>Fed officials have begun discussions about when and how to slow down plans to buy $80 billion in U.S. Treasury Bond and $40 billion in MBS a month, which are designed to help the economy recover from COVID. Because of the strong recovery in the U.S. economy, the downsizing timing may be earlier than officials expected at the end of 2020, perhaps before the end of the year, Waller said.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/1145558758\" target=\"_blank\">Didi went public in the United States and raised $4.4 billion! Wall Street: Looking forward to the next growth chapter</a></p><p>Didi's IPO is since 2014<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It is the largest IPO of a Chinese company in the United States since the group went public in the United States to raise $25 billion.</p><p>Didi sold 316.8 million American Depositary Shares (ADS) at an IPO price of $14 per share, up from the previously planned 288 million shares, which would value Didi at approximately $73 billion on a fully diluted basis and $67.5 billion on a non-diluted basis.</p><p>DIDI's stock is already trading on the New York Stock Exchange under the symbol \"DIDI,\" opening at $18, up nearly 29% from its IPO offering price of $14 per share.</p><p>2、<a href=\"https://laohu8.com/NW/1112995170\" target=\"_blank\">Luckin's share price soared by nearly 30% in the powder sheet market, with revenue of 3 billion yuan and loss of 3.16 billion yuan in 2019</a></p><p>Wednesday midday,<a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>The stock price soared by nearly 30% in the powder sheet market. The previously released financial report showed that the revenue in the fourth quarter of 2019 was 1.049.9 billion yuan, a year-on-year increase of 125.6%; The net loss was 1,128.5 billion yuan, compared with a net loss of 669 million yuan in the fourth quarter of 2018.</p><p>June 30,<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>(China) Co., Ltd. (hereinafter referred to as the \"Company\") reissued its audited 2019 annual financial report. According to the statement, according to the disclosure requirements of the U.S. Securities and Exchange Commission, the company will continue to actively fulfill its disclosure obligations, release the 2020 annual financial report as soon as possible, and gradually return to the normal financial report disclosure progress. The statement also shows that by the end of June this year, the number of Ruixing stores nationwide has exceeded 5,200, the cumulative consumer users have exceeded 75 million, and the monthly sales volume of raw coconut series has exceeded 10 million cups.</p><p>3、<a href=\"https://laohu8.com/NW/2148848730\" target=\"_blank\">China's first hip-hop stock Pupu Culture Logged Nasdaq closed sharply 405% on the first day</a></p><p>The first IPO of Xiamen Pupu Culture, the first Chinese hip-hop stock, opened at $12.26 in the United States, after the IPO offering price was previously given at $6.00 per ADS. The gains then widened, closing 405% higher at $30.3. Pop Culture announced pricing for its initial public offering earlier Wednesday, offering 6,200,000 shares of Class A common stock at $6 per share. The Company's Class A common shares have been approved for trading on the Nasdaq Global Market and are expected to commence public trading on the Nasdaq under the ticker symbol \"CPOP\" on June 30, 2021 EST.</p><p>4、<a href=\"https://laohu8.com/NW/2148177168\" target=\"_blank\">Ding dong shopping once skyrocketed by nearly 100% Netizen: American retail investors regard Ding dong code as Didi?</a></p><p>Unexpectedly, the vegetable stocks listed in the United States ushered in a big reversal. In<a href=\"https://laohu8.com/S/MF\">Daily Excellent Fresh</a>After the listing broke, Dingdong Maicai greatly reduced the financing amount, and it broke on the day of listing. Fortunately, it rose slightly at the close. However, I didn't expect a shocking reversal on the evening of the 30th, once soaring by nearly 100%, during which it experienced two fuses!</p><p>On June 30th, the day after Dingdong Maicai went on the market, its increase expanded to 43%, triggering the fuse to suspend trading. Subsequently, Ding Dong's grocery shopping resumed trading and continued to expand the increase, reaching 77.72% to $41.8, triggering the fuse for the second time, and then continued trading. The stock price once soared by 94%, and the market value once stood at $10 billion!</p><p>5、<a href=\"https://laohu8.com/NW/2148810005\" target=\"_blank\">Amazon Hard Strikes Back: New FTC Chairman Should Not Be Involved in Antitrust Investigation Against Us!</a></p><p>Lina Khan, the new head of the Federal Trade Commission, can be called an antitrust fighter. She has repeatedly issued articles saying<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Violated antitrust laws and should be split. Amazon said that this would expose the antitrust investigation against the company to an unfair trial, and hoped that Khan would not participate in the investigation. The analysis pointed out that it is at a critical time for Amazon and the FTC.</p><p>E-commerce giant Amazon filed a 25-page motion with the Federal Trade Commission (FTC) on Wednesday, June 30, to let the FTC's new Democratic chair, Lina Khan, recuse himself from the regulator's antitrust investigation into Amazon.</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 This Morning: Another S&P High! Didi's debut surges higher and falls back</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 This Morning: Another S&P High! Didi's debut surges higher and falls back\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\">2021-07-01 07:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Abstract: U.S. stocks closed mixed on Wednesday, and the S&P index hit another record closing high; U.S. crude oil inventories dropped 6 times in a row, pushing U.S. oil to close up 0.7%! A cumulative surge of more than 51% in the first half of the year; Didi went public in the U.S., raising $4.4 billion, and opened at $18, up nearly 29% from the IPO offering price of $14 per share. Overseas markets</p><p>1. Closing: The three major U.S. stock indexes all rose by more than 12% in the first half of the year</p><p>U.S. stocks closed mixed on Wednesday, with the S&P hitting another record closing high. The three major stock indexes all rose more than 12% in the first half of the year. The market is evaluating the June ADP employment data versus the May second-hand home sales signing report, and awaits more economic data on the labor market, such as non-farm payrolls. The Dow closed up 210.22 points, or 0.61%, at 34,502.51; The Nasdaq fell 24.38 points, or 0.17%, to 14,503.95 points; The S&P 500 rose 5.70 points, or 0.13%, to 4,297.50.</p><p>Didi closed 1.4% higher. The company determined to set the U.S. IPO price at the top of the guidance range of $14/ADS, which is at the upper price limit of the offering range of $13-14, which means that the company is valued at more than $67 billion.<a href=\"https://laohu8.com/S/DDL\">ding-dong</a>Grocery shopping closed sharply higher. Yesterday, the first hang rose slightly by 0.09%, and once broke in the session.<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>The offer price of Hong Kong IPO was determined to be HK$165 per share, and trading began on July 7th.</p><p>2. Popular Chinese stocks closed with mixed ups and downs on Wednesday, and once rose by more than 20% in the intraday session</p><p>Popular Chinese stocks closed with mixed gains and losses on Wednesday. Didi, the first car-hailing stock in China, was officially listed on the New York Stock Exchange, with an intraday increase of more than 20%, and finally closed up 1%; Pupu Culture, the first hip-hop stock in China, officially landed on Nasdaq, triggering fuse blowers many times during the session, and finally closed by 405%;<a href=\"https://laohu8.com/S/DDL\">ding-dong</a>Grocery rose by nearly 63% the next day after its listing, and once rose by nearly 100% in the intraday session.</p><p>Manbang rose by more than 26%, Ruixing powder list rose by more than 22%,<a href=\"https://laohu8.com/S/MTC\">Haichuan Securities</a>It rose by more than 11%,<a href=\"https://laohu8.com/S/WEI\">Micro loan network</a>Up more than 10%,<a href=\"https://laohu8.com/S/LAIX\">Fluency theory</a>It rose by more than 9%,<a href=\"https://laohu8.com/S/EZGO\">E-Dianhang</a>rose by more than 7%,<a href=\"https://laohu8.com/S/CNET\">China network carrier line</a>rose by more than 4%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>、<a href=\"https://laohu8.com/S/VIOT\">Yunmi Technology</a>rose by more than 3%,<a href=\"https://laohu8.com/S/CMCM\">Cheetah Mobile</a>Renren Company rose by more than 2%, Weibo rose by more than 1%,<a href=\"https://laohu8.com/S/MF\">Daily Excellent Fresh</a>It closed flat.</p><p>3. European stocks closed slightly lower on Wednesday. The pan-European Stoxx 600 index rose more than 13% in the first half of this year</p><p>European stocks rose strongly in the first half of 2021, but fell slightly on Wednesday (June 30), the last trading day of the second quarter, as investors were amid ongoing concerns over Covid and rising inflation.</p><p>The pan-European Stoxx 600 index closed down 3.53 points, or 0.77%, at 452.84. However, the stock index has still risen by more than 13% so far this year; Andy Haldane, chief economist at the Bank of England, said it was \"uneasy\" about the BoE's nearly £1 trillion balance sheet. The data suggests that the (UK) economy is changing rapidly. It is expected that UK inflation could end the year closer to 4% (rather than 3%), presenting policymakers with the biggest challenge since the pound's crash in 1992.</p><p>4. The six consecutive drops in U.S. crude oil inventories pushed U.S. oil to close 0.7%! A cumulative surge of more than 51% in the first half of the year</p><p>The price of WIT futures in the United States rose by 0.7% to close at $73.47 per barrel, rising by 24.2% in the second quarter and more than 51% in the first half of the year; International Brent oil prices rose 0.5% to close at $74.62 a barrel, up 18.2% in the second quarter and 45% in the first half of the year.</p><p>5. The price of gold closed up 0.5%, but it fell by more than 7% in June! Biggest monthly decline in 8 years</p><p>Gold futures rose by 0.5% to close at $1,771.60 an ounce, but fell by more than 7% in June, the largest monthly decline in eight years, as the US dollar exchange rate rose by more than 2% this month.</p><p>International macro</p><p>1. Kaplan of the Federal Reserve said that the market knew that the reduction was coming, but it was only a question of when</p><p>Robert Kaplan, president of the Federal Reserve Bank of Dallas, said the tapering of central bank asset purchases should be \"gradual\", and he reiterated the view that it would be prudent to start the process sooner rather than later.</p><p>2. In the face of high valuation and downsizing prospects, Wall Street warns that the best days of corporate bonds may be over</p><p>High valuations and the prospect of tapering stimulus measures by the Federal Reserve have a growing number of analysts and investors warning that the best days for the corporate bond market may be over.</p><p>The reopening of the economy, strong corporate earnings and unprecedented Fed support helped push the risk premium on high-grade and high-yield bonds to their lowest level in more than a decade in the first half. With downsizing discussions on the horizon and the prospect of a gradual recovery in U.S. Treasury Bond yields, many on Wall Street are warning that it is time for credit investors to take defensive steps.</p><p>3. Atlanta Fed President: It will take some time for the United States to meet employment targets</p><p>Raphael Bostic, president of the Atlanta Fed, said that while the U.S. has \"effectively fully recovered\" from the pandemic in a GDP sense, employment \"will take some time to go back\" and is now about 9 million to 10 million jobs below the pre-pandemic trend.</p><p>4. Bubble burst: U.S. lumber prices plunged more than 40% in June, the biggest monthly decline on record</p><p>The huge wood bubble of 2021 has burst.</p><p>Lumber prices have fallen sharply from the spring as supply has increased, speculative trading activity has cooled and demand for residential construction has slowed. Lumber futures fell 42% in June alone, their worst month since 1978. The construction commodity is down more than 13% year-to-date, its first decline since the first half of 2015.</p><p>Lumber prices peaked on May 7, hitting an all-time high of $1,670.50 per thousand board feet, more than six times higher than the low in April 2020.</p><p>5. The Fed's reverse repo demand rose to a record high of nearly $1 trillion at the end of the quarter</p><p>The scale of market demand for a key tool the Federal Reserve uses to help control short-term interest rates has soared to nearly $1 trillion, a record high.</p><p>New York Fed data showed that 90 participants deposited a total of $992 billion with the Federal Reserve on Wednesday through an overnight reverse repo facility, setting a fresh previous record high of $841.2 billion set on Tuesday. The number of counterparties was the largest since 2016, and the volume increase was the largest since June 17.</p><p>6、<a href=\"https://laohu8.com/S/UBS\">UBS</a>Raised Eurozone economic growth forecast for 2021 to 5.1% from 4.3%</p><p>Economists such as Reinhard Cluse wrote in a note to clients that relaxing epidemic restrictions would lead to a \"stronger\" rebound in the eurozone economy in the second and third quarters than previously expected; The economic contraction in the first quarter was less severe than expected, and fiscal support was stronger than expected; The 2022 growth forecast remains at 5.3%.</p><p><a href=\"https://laohu8.com/S/UBS\">UBS</a>The economy is expected to reach pre-pandemic size in the fourth quarter of 2021, a quarter earlier than previously expected.</p><p>7、<a href=\"https://laohu8.com/NW/2148843618\" target=\"_blank\">OPEC + Important Meeting is Imminent or Will Have Key Impact on Oil Prices</a></p><p>OPEC and its allies are preparing for a meeting that could be crucial for oil prices, while discussions continue on whether to continue increasing production.</p><p>Ahead of Thursday's decision on output policy for August and beyond, a familiar dynamic emerged from the organization's preliminary discussions. On the one hand, Russia and Kazakhstan have offered to increase supplies. On the other hand, Saudi Arabia and its Arab allies in the Gulf discussed a more cautious approach.</p><p>8. Fed Governor Waller joins ranks of decision-makers supporting priority tapering of MBS purchases</p><p>Fed officials who prefer to prioritize downsizing on mortgage-backed securities (MBS) when they start tapering asset purchases get a response from Governor Christopher Waller.</p><p>Fed officials have begun discussions about when and how to slow down plans to buy $80 billion in U.S. Treasury Bond and $40 billion in MBS a month, which are designed to help the economy recover from COVID. Because of the strong recovery in the U.S. economy, the downsizing timing may be earlier than officials expected at the end of 2020, perhaps before the end of the year, Waller said.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/1145558758\" target=\"_blank\">Didi went public in the United States and raised $4.4 billion! Wall Street: Looking forward to the next growth chapter</a></p><p>Didi's IPO is since 2014<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It is the largest IPO of a Chinese company in the United States since the group went public in the United States to raise $25 billion.</p><p>Didi sold 316.8 million American Depositary Shares (ADS) at an IPO price of $14 per share, up from the previously planned 288 million shares, which would value Didi at approximately $73 billion on a fully diluted basis and $67.5 billion on a non-diluted basis.</p><p>DIDI's stock is already trading on the New York Stock Exchange under the symbol \"DIDI,\" opening at $18, up nearly 29% from its IPO offering price of $14 per share.</p><p>2、<a href=\"https://laohu8.com/NW/1112995170\" target=\"_blank\">Luckin's share price soared by nearly 30% in the powder sheet market, with revenue of 3 billion yuan and loss of 3.16 billion yuan in 2019</a></p><p>Wednesday midday,<a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>The stock price soared by nearly 30% in the powder sheet market. The previously released financial report showed that the revenue in the fourth quarter of 2019 was 1.049.9 billion yuan, a year-on-year increase of 125.6%; The net loss was 1,128.5 billion yuan, compared with a net loss of 669 million yuan in the fourth quarter of 2018.</p><p>June 30,<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>(China) Co., Ltd. (hereinafter referred to as the \"Company\") reissued its audited 2019 annual financial report. According to the statement, according to the disclosure requirements of the U.S. Securities and Exchange Commission, the company will continue to actively fulfill its disclosure obligations, release the 2020 annual financial report as soon as possible, and gradually return to the normal financial report disclosure progress. The statement also shows that by the end of June this year, the number of Ruixing stores nationwide has exceeded 5,200, the cumulative consumer users have exceeded 75 million, and the monthly sales volume of raw coconut series has exceeded 10 million cups.</p><p>3、<a href=\"https://laohu8.com/NW/2148848730\" target=\"_blank\">China's first hip-hop stock Pupu Culture Logged Nasdaq closed sharply 405% on the first day</a></p><p>The first IPO of Xiamen Pupu Culture, the first Chinese hip-hop stock, opened at $12.26 in the United States, after the IPO offering price was previously given at $6.00 per ADS. The gains then widened, closing 405% higher at $30.3. Pop Culture announced pricing for its initial public offering earlier Wednesday, offering 6,200,000 shares of Class A common stock at $6 per share. The Company's Class A common shares have been approved for trading on the Nasdaq Global Market and are expected to commence public trading on the Nasdaq under the ticker symbol \"CPOP\" on June 30, 2021 EST.</p><p>4、<a href=\"https://laohu8.com/NW/2148177168\" target=\"_blank\">Ding dong shopping once skyrocketed by nearly 100% Netizen: American retail investors regard Ding dong code as Didi?</a></p><p>Unexpectedly, the vegetable stocks listed in the United States ushered in a big reversal. In<a href=\"https://laohu8.com/S/MF\">Daily Excellent Fresh</a>After the listing broke, Dingdong Maicai greatly reduced the financing amount, and it broke on the day of listing. Fortunately, it rose slightly at the close. However, I didn't expect a shocking reversal on the evening of the 30th, once soaring by nearly 100%, during which it experienced two fuses!</p><p>On June 30th, the day after Dingdong Maicai went on the market, its increase expanded to 43%, triggering the fuse to suspend trading. Subsequently, Ding Dong's grocery shopping resumed trading and continued to expand the increase, reaching 77.72% to $41.8, triggering the fuse for the second time, and then continued trading. The stock price once soared by 94%, and the market value once stood at $10 billion!</p><p>5、<a href=\"https://laohu8.com/NW/2148810005\" target=\"_blank\">Amazon Hard Strikes Back: New FTC Chairman Should Not Be Involved in Antitrust Investigation Against Us!</a></p><p>Lina Khan, the new head of the Federal Trade Commission, can be called an antitrust fighter. She has repeatedly issued articles saying<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Violated antitrust laws and should be split. Amazon said that this would expose the antitrust investigation against the company to an unfair trial, and hoped that Khan would not participate in the investigation. The analysis pointed out that it is at a critical time for Amazon and the FTC.</p><p>E-commerce giant Amazon filed a 25-page motion with the Federal Trade Commission (FTC) on Wednesday, June 30, to let the FTC's new Democratic chair, Lina Khan, recuse himself from the regulator's antitrust investigation into Amazon.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"DWT":"三倍做空原油ETN","DUG":"二倍做空石油与天然气ETF(ProShares)","SCO":"二倍做空彭博原油指数ETF","USO":"美国原油ETF","UCO":"二倍做多彭博原油ETF","DDG":"ProShares做空石油与天然气ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133219370","content_text":"摘要：美股周三收盘涨跌不一，标普指数再创收盘历史新高；美国原油库存6连降推动美油收涨0.7％！上半年累计飙升逾51％；滴滴赴美上市，筹资44亿美元，开盘价为18美元，与每股14美元的IPO发行价相比上涨近29%。\n\n海外市场\n1、收盘：上半年美股三大股指涨幅均超12%\n美股周三收盘涨跌不一，标普指数再创收盘历史新高。三大股指上半年涨幅均超过12%。市场正在评估6月ADP就业数据与5月二手房销售签约报告，并等待非农就业等更多有关劳动力市场的经济数据。道指收盘上涨210.22点，或0.61%，报34502.51点；纳指跌24.38点，或0.17%，报14503.95点；标普500指数涨5.70点，或0.13%，报4297.50点。\n滴滴收高1.4%。该公司确定将美股IPO价格定在指导区间顶部14美元/ADS，位于13-14美元的发行区间价格上限，这意味着公司估值超过670亿美元。叮咚买菜大幅收高。昨日首挂微涨0.09%，盘中一度破发。小鹏汽车港股IPO发售价确定为每股165港元，7月7日开始交易。\n2、热门中概股周三收盘涨跌不一 滴滴盘中一度涨超20%\n热门中概股周三收盘涨跌不一，中概网约车第一股滴滴正式在纽交所上市，盘中涨幅一度超过20%，最终收涨1%；中国嘻哈第一股普普文化正式登陆纳斯达克，盘中多次触发熔断，最终收盘飙升405%；叮咚买菜上市次日涨近63%，盘中一度大涨近100%。\n满帮涨超26%，瑞兴粉单涨超22%，海川证券涨超11%，微贷网涨超10%，流利说涨超9%，易电行涨超7%，中网载线涨超4%，知乎、云米科技涨超3%，猎豹移动、人人公司涨超2%，微博涨超1%，每日优鲜收盘持平。\n3、欧股周三收盘小幅下跌 泛欧斯托克600指数今年上半年涨超13%\n欧洲股市在2021年上半年强劲上涨，但在第二季度最后一个交易日，即周三（6月30日）小幅下跌，原因投资者是对新冠疫情和通胀上升的持续担忧。\n泛欧斯托克600指数收盘下跌3.53点，跌幅0.77%，报452.84点。不过，该股指今年迄今仍累计涨超13%；英国央行首席经济学家Andy Haldane表示，对英国央行近1万亿英镑的资产负债表感到“不安”。数据表明（英国）经济正在迅速变化。预计年末英国通胀率可能接近4%（而非3%），给决策者带来1992年英镑崩盘以来的最大挑战。\n4、美国原油库存6连降推动美油收涨0.7％！上半年累计飙升逾51％\n美国WIT期货价格上涨0.7%，报收于每桶73.47美元，第二季度累涨24.2%，上半年累涨逾51%；国际布伦特油价上涨0.5%，报收于每桶74.62美元，第二季度累涨18.2%，上半年累涨45%。\n5、金价收涨0.5％，但6月累计大跌逾7％！创8年以来最大单月跌幅\n黄金期货价格上涨0.5%，报收于每盎司1771.60美元，但6月累跌逾7%，创8年以来最大单月跌幅，因美元汇率本月累涨2%以上。\n国际宏观\n1、美联储卡普兰称市场知道减码即将到来，只是何时的问题\n达拉斯联邦储备银行行长卡普兰（Robert Kaplan）表示，缩减央行资产购买规模应该是“逐步进行的”，他还重申了启动这个进程宜早不宜迟将是审慎之举的观点。\n2、面对高昂估值和减码前景 华尔街警告企业债最好日子或已过去\n高昂估值和美联储逐步缩减刺激措施的前景让越来越多分析师和投资者发出警告：企业债市场最好的日子可能已经过去。\n经济重开、强劲的公司盈利和前所未有的美联储支持，帮助将高等级和高收益债券的风险溢价在上半年推至十多年来最低水平。随着减码讨论的即将到来，以及美国国债收益率逐步回升的前景，华尔街许多人士警告称，信贷投资者是时候采取防御措施了。\n3、亚特兰大联储行长：美国需要一些时间才能达到就业目标\n亚特兰大联储银行行长博斯蒂克(Raphael Bostic)说，虽然从国内生产总值意义上美国已从疫情中“实际上完全恢复过来”，但就业“需要一些时间才能回去”，现在比疫情前趋势低约900万到1000万个就业岗位。\n4、泡沫破裂：美木材价格6月份暴跌逾40% 创有记录以来最大单月跌幅\n2021年巨大的木材泡沫已经破灭。\n随着供应增加、投机交易活动降温和住宅建筑需求的放缓，木材价格已较春季时大幅回落。木材期货仅在6月份就下跌了42%，创下1978年以来最糟糕的一个月。该建筑商品今年迄今下跌超过13%，为2015年上半年以来首次下跌。\n木材价格在5月7日达到顶峰，创下每千板英尺1670.50美元的历史新高，比2020年4月时的低点高出六倍多。\n5、美联储逆回购需求量在季末升至近1万亿美元 创纪录新高\n市场对美联储用来帮助控制短期利率的一项关键工具的需求规模飙升至近1万亿美元，创纪录新高。\n纽约联储数据显示，90家参与者周三通过隔夜逆回购工具向美联储存放了总计9920亿美元资金，刷新周二创下的8412亿美元前纪录高位。交易对手数量为2016年以来最多，成交量增幅为6月17日以来最大。\n6、瑞银将欧元区2021年经济增长预期从4.3%上调至5.1%\nReinhard Cluse等经济学家在给客户的报告中写道，放宽防疫限制会导致第二季度和第三季度欧元区经济反弹比先前预期的“强一些”；第一季度的经济萎缩没有预期严重，财政支持强于预期；2022年增长预测保持在5.3%。\n瑞银预计经济将在2021年第四季度达到疫情前规模，比此前预期早一个季度。\n7、OPEC+重要会议在即 或将对油价产生关键影响\nOPEC及其盟国正准备召开一场可能对油价至关重要的会议，而关于是否继续增产的讨论仍在继续。\n在周四对8月及以后的产出政策做出决定之前，该组织在初步讨论中出现了一种熟悉的动态。一方面，俄罗斯和哈萨克斯坦提出增加供应。另一方面，沙特阿拉伯及其海湾的阿拉伯盟友讨论了更谨慎的做法。\n8、美联储理事Waller加入支持优先缩减MBS购买的决策官员行列\n倾向于在开始缩减资产购买时优先减码抵押贷款支持证券（MBS）的美联储官员们获得了理事Christopher Waller的响应。\n美联储官员已经开始讨论何时以及如何放缓每月购买800亿美元美国国债和400亿美元MBS的计划，这些计划旨在帮助经济从新冠疫情中恢复。Waller表示，由于美国经济强劲复苏，减码时机可能比官员们在2020年底的预期要早，或许会在年底之前开始。\n公司新闻\n1、滴滴赴美上市，筹资44亿美元！华尔街：期待下一个增长篇章\n滴滴IPO是自2014年阿里巴巴集团赴美上市筹集250亿美元资金以来，中国公司在美国规模最大的一次IPO交易。\n滴滴以每股14美元的IPO价格出售了3.168亿股美国存托股票（ADS），高于此前计划的2.88亿股，这将使滴滴在完全稀释的基础上估值约为730亿美元，在非稀释的基础上估值为675亿美元。\n滴滴的股票已经以“DIDI”为代码在纽约证券交易所挂牌交易，开盘价为18美元，与每股14美元的IPO发行价相比上涨近29%。\n2、瑞幸股价在粉单市场暴涨近30％，2019年营收30亿元、亏损31.6亿\n周三午盘，瑞幸咖啡股价在粉单市场暴涨近30%，此前公布的财报显示，2019年四季度营收10.499亿元，同比增长125.6%；净亏损11.285亿元，相比之下2018年四季度净亏损6.69亿元。\n6月30日，瑞幸咖啡 (中国) 有限公司（以下简称“公司”）补发了经审计的2019年年度财务报告。声明称，根据美国证监会的披露要求，公司将持续积极履行披露义务，尽快发布2020年年度财务报告，并逐渐恢复至正常财报披露进度。声明还显示，截至今年6月底，瑞幸全国门店数已超过5200家，累计消费用户已突破7500万，生椰系列单月销量超1000万杯。\n3、中国嘻哈第一股普普文化登录纳斯达克 首日收盘大幅飙405％\n中国嘻哈第一股厦门普普文化美国IPO首日开盘报12.26美元，此前给出的IPO发行价为每份ADS 6.00美元。随后涨幅进一步扩大，截至收盘上涨405%，报30.3美元。普普文化周三稍早宣布其首次公开发行定价，以每股6美元价格发行6,200,000股A类普通股。公司的A类普通股已获准在纳斯达克全球市场交易，并预计于美国东部时间2021年6月30日在纳斯达克开始公开交易，股票代码为“CPOP”。\n4、叮咚买菜一度暴涨近100% 网友：美国散户把叮咚代码当成了滴滴？\n万万没想到，在美国上市的卖菜股迎来大逆转。在每日优鲜上市破发后，叮咚买菜大幅缩小融资额，上市当天一度破发，所幸收盘的时候微涨，但没想到30日晚间，来了一个惊天逆转，一度暴涨近100%，期间经历了两次熔断！\n6月30日，叮咚买菜上市次日，其涨幅扩大至43%，触发熔断暂停交易。随后，叮咚买菜恢复交易继续扩大涨幅，涨幅达到77.72%，报41.8美元，二度触发熔断，随后继续交易。股价一度暴涨94%，市值一度站上100亿美元！\n5、亚马逊硬气反击：FTC新任主席不应参与对我们的反垄断调查！\n美国联邦贸易委员会新任一把手Lina Khan堪称反垄断斗士，屡次发文称亚马逊违反了反垄断法且应被分拆。亚马逊称这会令针对公司的反垄断调查面临不公审判，希望Khan不要参与调查。分析指出，目前正值亚马逊和FTC的关键时刻。\n电商巨头亚马逊在6月30日周三向美国联邦贸易委员会（FTC）提交了一份长达25页的动议，申请让FTC新任民主党主席Lina Khan回避该监管机构对亚马逊的反垄断调查。","news_type":1,"symbols_score_info":{"UCO":0.9,"QMmain":0.9,"BZmain":0.9,"SCO":0.9,"USO":0.9,"DWT":0.9,"CLmain":0.9,"DDG":0.9,"ESmain":0.9,"DUG":0.9,"DWTIF":0.9,"UWTIF":0.9}},"isVote":1,"tweetType":1,"viewCount":3014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150745961,"gmtCreate":1624929265853,"gmtModify":1703848119284,"author":{"id":"3583906472464545","authorId":"3583906472464545","name":"靖焜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583906472464545","idStr":"3583906472464545"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150745961","repostId":"2146831497","repostType":4,"repost":{"id":"2146831497","kind":"news","pubTimestamp":1624922634,"share":"https://ttm.financial/m/news/2146831497?lang=en_US&edition=fundamental","pubTime":"2021-06-29 07:23","market":"us","language":"zh","title":"It is rumored that iPhone 13 parts have arrived, and the launch date should be earlier than iPhone 12","url":"https://stock-news.laohu8.com/highlight/detail?id=2146831497","media":"新浪科技","summary":"IPhone13 Pro的3D渲染图曝光新浪科技讯 北京时间6月28日晚间消息，据报道，苹果公司用于组装新一代iPhone手机的部分零部件已经到货，这意味着iPhone 13的上市日期将略早于iPhone 12。苹果通常在每年的夏初开始接受组装iPhone所需的零部件，今年也不例外。今日，来自供应链厂商的消息称，iPhone 13的无源元件已经到货。疫情推迟了2020年的iPhone发布，但iPhone 13的生产似乎已恢复正常。这意味着iPhone 13将于今年9月发布，9月底或10初上市。","content":"<p><img src=\"https://static.tigerbbs.com/93a469f6bd34fd2928201987c7fdd5e3\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\">3D rendering of IPhone13 Pro exposed</p><p><a href=\"https://laohu8.com/S/SINA\">SINA</a>Science and Technology News Beijing time on the evening of June 28th, according to reports,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Some of the parts used by the company to assemble the new generation of iPhone phones (tentatively known as \"iPhone 13\") have arrived, which means that the iPhone 13 will launch slightly earlier than the iPhone 12.</p><p>Apple typically begins accepting the parts needed to assemble the iPhone in the early summer of each year, and this year is no different. Today, news from supply chain manufacturers said that the passive components of iPhone 13 have arrived. Passive components mainly refer to resistors, inductors and capacitors, which can work when there is a signal without adding power supply in the circuit.</p><p>Cyntec is a major supplier of iPhone power chokes. People familiar with the matter said that driven by Apple's orders, Qiankun Technology's revenue is expected to increase by more than 25% year-on-year in the second quarter of this year. In the first quarter, the company's revenue has grown 30% year-over-year.</p><p>There are signs that Apple's supply chain and production processes have recovered from the COVID-19 pandemic in 2020. The pandemic delayed iPhone releases in 2020, but iPhone 13 production appears to have returned to normal. This means that the iPhone 13 will be released in September of this year and will be available in late September or early October.</p><p>According to previous media reports, analysts generally expect that like iPhone 12, iPhone 13 will also have four models, namely iPhone 13 mini, iPhone 13, iPhone 13 Pro and iPhone 13 Pro Max.</p><p>In terms of design, it is expected that iPhone 13 will inherit the ID style of iPhone 12 series, and the middle frame will still adopt a right-angle design, but the front screen has ushered in the biggest change in four years, adopting a brand-new \"small bangs\" scheme. The change on the back mainly comes from the camera module, and the rear double camera is changed from vertical arrangement to diagonal arrangement.</p><p>DigiTimes Research, a Research firm, estimates that global smartphone shipments will reach 1.32 billion units in 2021, up 6.4% year-on-year. Among them, 5G mobile phones will account for 500 million to 530 million, a year-on-year increase of 70% to 80%.</p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It is rumored that iPhone 13 parts have arrived, and the launch date should be earlier than iPhone 12</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIt is rumored that iPhone 13 parts have arrived, and the launch date should be earlier than iPhone 12\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪科技</strong><span class=\"h-time small\">2021-06-29 07:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/93a469f6bd34fd2928201987c7fdd5e3\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\">3D rendering of IPhone13 Pro exposed</p><p><a href=\"https://laohu8.com/S/SINA\">SINA</a>Science and Technology News Beijing time on the evening of June 28th, according to reports,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Some of the parts used by the company to assemble the new generation of iPhone phones (tentatively known as \"iPhone 13\") have arrived, which means that the iPhone 13 will launch slightly earlier than the iPhone 12.</p><p>Apple typically begins accepting the parts needed to assemble the iPhone in the early summer of each year, and this year is no different. Today, news from supply chain manufacturers said that the passive components of iPhone 13 have arrived. Passive components mainly refer to resistors, inductors and capacitors, which can work when there is a signal without adding power supply in the circuit.</p><p>Cyntec is a major supplier of iPhone power chokes. People familiar with the matter said that driven by Apple's orders, Qiankun Technology's revenue is expected to increase by more than 25% year-on-year in the second quarter of this year. In the first quarter, the company's revenue has grown 30% year-over-year.</p><p>There are signs that Apple's supply chain and production processes have recovered from the COVID-19 pandemic in 2020. The pandemic delayed iPhone releases in 2020, but iPhone 13 production appears to have returned to normal. This means that the iPhone 13 will be released in September of this year and will be available in late September or early October.</p><p>According to previous media reports, analysts generally expect that like iPhone 12, iPhone 13 will also have four models, namely iPhone 13 mini, iPhone 13, iPhone 13 Pro and iPhone 13 Pro Max.</p><p>In terms of design, it is expected that iPhone 13 will inherit the ID style of iPhone 12 series, and the middle frame will still adopt a right-angle design, but the front screen has ushered in the biggest change in four years, adopting a brand-new \"small bangs\" scheme. The change on the back mainly comes from the camera module, and the rear double camera is changed from vertical arrangement to diagonal arrangement.</p><p>DigiTimes Research, a Research firm, estimates that global smartphone shipments will reach 1.32 billion units in 2021, up 6.4% year-on-year. Among them, 5G mobile phones will account for 500 million to 530 million, a year-on-year increase of 70% to 80%.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-06-28/doc-ikqciyzk2419037.shtml\">新浪科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e64b08e46b6eb1bee9b4fcb8733eb9bd","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-06-28/doc-ikqciyzk2419037.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146831497","content_text":"IPhone13 Pro的3D渲染图曝光\n新浪科技讯 北京时间6月28日晚间消息，据报道，苹果公司用于组装新一代iPhone手机（暂称“iPhone 13”）的部分零部件已经到货，这意味着iPhone 13的上市日期将略早于iPhone 12。\n苹果通常在每年的夏初开始接受组装iPhone所需的零部件，今年也不例外。今日，来自供应链厂商的消息称，iPhone 13的无源元件已经到货。无源元件主要指电阻类、电感类和电容类元件，在电路中无需加电源即可在有信号时工作。\n乾坤科技（Cyntec）是iPhone电源扼流圈的主要供应商。知情人士称，受苹果订单的推动，乾坤科技今年第二季度营收同比有望增长25%以上。第一季度，该公司营收已同比增长30%。\n种种迹象表明，苹果的供应链和生产流程已经从2020年的新冠肺炎疫情中恢复。疫情推迟了2020年的iPhone发布，但iPhone 13的生产似乎已恢复正常。这意味着iPhone 13将于今年9月发布，9月底或10初上市。\n据媒体之前的报道，分析师普遍预计，与iPhone 12一样，iPhone 13也将有4款机型，分别为iPhone 13 mini、iPhone 13、iPhone 13 Pro和iPhone 13 Pro Max。\n设计方面，预计iPhone 13将继承iPhone 12系列的ID风格，中框依然采用直角设计，但是正面屏幕迎来了4年内最大的变化，采用全新的“小刘海”方案。背面的变动主要来自于相机模组，后置双摄由竖置排列改为对角线排列。\n调研机构DigiTimes Research预计，2021年全球智能手机出货量将达到13.2亿部，同比增长6.4%。其中，5G手机将占到5亿部至5.3亿部，同比增长70%至80%。","news_type":1,"symbols_score_info":{"AAPL":0.9,"09086":0.9,"03086":0.9}},"isVote":1,"tweetType":1,"viewCount":3280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181705573,"gmtCreate":1623410017892,"gmtModify":1704202832140,"author":{"id":"3583906472464545","authorId":"3583906472464545","name":"靖焜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583906472464545","idStr":"3583906472464545"},"themes":[],"htmlText":"Tiger is here","listText":"Tiger is here","text":"Tiger is here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181705573","repostId":"1156453091","repostType":4,"repost":{"id":"1156453091","kind":"news","pubTimestamp":1623333482,"share":"https://ttm.financial/m/news/1156453091?lang=en_US&edition=fundamental","pubTime":"2021-06-10 21:58","market":"us","language":"zh","title":"Taking history as a mirror, the deduction and impact of inflation soaring in the United States","url":"https://stock-news.laohu8.com/highlight/detail?id=1156453091","media":"川阅全球宏观","summary":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：。1960年以来美国CPI同比破5%出现了4次(图1)。本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。房租价格走势对未来通胀的演绎有重要影响。","content":"<p>On June 10, 2021 EDT, the U.S. Department of Labor released inflation data for May.<b>In May, the CPI of the United States rose by 5.0% year-on-year, and the core CPI rose by 3.8% year-on-year, the largest increase since August 2008. Since the beginning of this year, the inflation rate in the United States has accelerated, and the Federal Reserve's interest rate meeting in June is imminent. Inflation worries in the market linger.</b>We have reviewed several spikes in U.S. inflation throughout history to better understand this one and its impact:</p><p><b>Since 1960, the U.S. CPI has broken 5% year-on-year four times</b>(FIG. 1). We conducted a review of the economic fundamentals and Fed policy from the period when CPI broke 4%, broke 5% and retreated (Table 1).</p><p><b>1968/06-1971/09</b>: The economy is in recession, but the residual warmth of large government spending and fiscal stimulus in the early period is still there, and inflation continues to rise. The Federal Reserve tightened monetary policy in 1970 to curb inflation.</p><p><b>1973/03-1982/11：</b>Under the double blow of the food crisis and the oil crisis, the US economy fell into stagflation, and supply shocks and costs pushed up inflation. Government price controls failed and monetary policy lacked independence and was too lagging to successfully curb inflation.</p><p><b>1987/08-1991/07：</b>After emerging from stagflation, the U.S. economy experienced high growth, but began to slow down in 1987, and there was upward pressure on wages and prices, and the Federal Reserve tightened monetary policy.</p><p><b>2007/11-2008/09：</b>The soaring oil price pushed up inflation, and the financial crisis broke out. The first task of the Federal Reserve's monetary policy was to bail out the market, and inflation was not in its focus.</p><p><b>The causes of current inflation are similar to those of 1973-1982 inflation, both of which are cost-driven.</b></p><p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p><p><b>The main reason for this surge in inflation lies in the base effect and supply shortage under the pandemic.</b>The US CPI recorded 5.0% in May this year (the highest level since August 2008), but<b>From the perspective of CPI index, the compound growth rate in May 2021 relative to May 2019 was only 2.5%.</b></p><p><b>For this year's deduction of inflation, we focus on the two sub-items of used cars and rent.</b></p><p><b>One of the main thrust forces for inflation is used cars.</b>Under the deterioration of the epidemic situation in Southeast Asia, many chip factories shut down, and the shortage of chips led to the reduction of production by car companies. The supply of new cars is insufficient, the demand for used cars has soared, and prices have skyrocketed (Figure 2). According to Manheim data, used vehicle sales prices increased more than new vehicles in 2021 (Figure 3). In addition, other transportation-related price increases widened further in May, with the increase in transportation service prices expanding to 11.2% from 5.6% in April, doubling the increase.</p><p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p><p><b>The trend of rent prices has an important impact on the deduction of future inflation.</b>The weight of rent in the US CPI is high (about 30%). Although the growth rate of rent is relatively modest compared with other sub-items (2.2% year-on-year in May this year), the growth rate slope has steepened since the beginning of the year (Figure 4).<b>It is expected that rent will continue to rise moderately in the future, affected by supply shortages</b>。</p><p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p><p><b>What is the trend of inflation expectations?</b></p><p>From a consumer perspective, Michigan's expected inflation data shows that 2<b>In May 2021, the five-year inflation expectation of U.S. consumers jumped to 3.0% from 2.7% last month (Figure 5), but it is still lower than the 3.5% that the Federal Reserve can tolerate.</b></p><p>From the perspective of policymakers, as stated in our previous report, the Fed focuses on the monitoring of inflation expectations, and the key indicators are<b>Common Inflation Expectations Index (CIE), CIE is quarterly data, and data for the second quarter of 2021 is expected to be released by the end of this month.</b></p><p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p><p><b>How will future inflation affect asset prices?</b></p><p>We review the changes of the yields of US dollars, US stocks and US bonds in different time intervals after CPI broke 4% in the above four major inflations (Table 2):<b>Inflation has a negative impact on the US dollar and US stocks. The former lags behind, while the latter is reflected within one month.</b>Interestingly, the impact of inflation on US debt yields is irregular. For the research framework of US debt, please refer to our previous report.</p><p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning:</b>Geopolitical risks mount as Fed tightens monetary policy too quickly</p><p><hr>Congratulations on finding the letter E and participating in the \"Tiger Search\" activity. If you leave a message \"Tiger is here\" in the next post, you can get 100 Tiger coins. If you collect 7 pictures and leave a message, you can also get a 7th anniversary limited gift box. (For details, please click<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">[7th Anniversary Award-winning Activity] Tiger Search</a>Understanding)</p><p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>","source":"lsy1582083733592","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>Taking history as a mirror, the deduction and impact of inflation soaring in the United States</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\">\nTaking history as a mirror, the deduction and impact of inflation soaring in the United States\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">川阅全球宏观</strong><span class=\"h-time small\">2021-06-10 21:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On June 10, 2021 EDT, the U.S. Department of Labor released inflation data for May.<b>In May, the CPI of the United States rose by 5.0% year-on-year, and the core CPI rose by 3.8% year-on-year, the largest increase since August 2008. Since the beginning of this year, the inflation rate in the United States has accelerated, and the Federal Reserve's interest rate meeting in June is imminent. Inflation worries in the market linger.</b>We have reviewed several spikes in U.S. inflation throughout history to better understand this one and its impact:</p><p><b>Since 1960, the U.S. CPI has broken 5% year-on-year four times</b>(FIG. 1). We conducted a review of the economic fundamentals and Fed policy from the period when CPI broke 4%, broke 5% and retreated (Table 1).</p><p><b>1968/06-1971/09</b>: The economy is in recession, but the residual warmth of large government spending and fiscal stimulus in the early period is still there, and inflation continues to rise. The Federal Reserve tightened monetary policy in 1970 to curb inflation.</p><p><b>1973/03-1982/11：</b>Under the double blow of the food crisis and the oil crisis, the US economy fell into stagflation, and supply shocks and costs pushed up inflation. Government price controls failed and monetary policy lacked independence and was too lagging to successfully curb inflation.</p><p><b>1987/08-1991/07：</b>After emerging from stagflation, the U.S. economy experienced high growth, but began to slow down in 1987, and there was upward pressure on wages and prices, and the Federal Reserve tightened monetary policy.</p><p><b>2007/11-2008/09：</b>The soaring oil price pushed up inflation, and the financial crisis broke out. The first task of the Federal Reserve's monetary policy was to bail out the market, and inflation was not in its focus.</p><p><b>The causes of current inflation are similar to those of 1973-1982 inflation, both of which are cost-driven.</b></p><p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p><p><b>The main reason for this surge in inflation lies in the base effect and supply shortage under the pandemic.</b>The US CPI recorded 5.0% in May this year (the highest level since August 2008), but<b>From the perspective of CPI index, the compound growth rate in May 2021 relative to May 2019 was only 2.5%.</b></p><p><b>For this year's deduction of inflation, we focus on the two sub-items of used cars and rent.</b></p><p><b>One of the main thrust forces for inflation is used cars.</b>Under the deterioration of the epidemic situation in Southeast Asia, many chip factories shut down, and the shortage of chips led to the reduction of production by car companies. The supply of new cars is insufficient, the demand for used cars has soared, and prices have skyrocketed (Figure 2). According to Manheim data, used vehicle sales prices increased more than new vehicles in 2021 (Figure 3). In addition, other transportation-related price increases widened further in May, with the increase in transportation service prices expanding to 11.2% from 5.6% in April, doubling the increase.</p><p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p><p><b>The trend of rent prices has an important impact on the deduction of future inflation.</b>The weight of rent in the US CPI is high (about 30%). Although the growth rate of rent is relatively modest compared with other sub-items (2.2% year-on-year in May this year), the growth rate slope has steepened since the beginning of the year (Figure 4).<b>It is expected that rent will continue to rise moderately in the future, affected by supply shortages</b>。</p><p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p><p><b>What is the trend of inflation expectations?</b></p><p>From a consumer perspective, Michigan's expected inflation data shows that 2<b>In May 2021, the five-year inflation expectation of U.S. consumers jumped to 3.0% from 2.7% last month (Figure 5), but it is still lower than the 3.5% that the Federal Reserve can tolerate.</b></p><p>From the perspective of policymakers, as stated in our previous report, the Fed focuses on the monitoring of inflation expectations, and the key indicators are<b>Common Inflation Expectations Index (CIE), CIE is quarterly data, and data for the second quarter of 2021 is expected to be released by the end of this month.</b></p><p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p><p><b>How will future inflation affect asset prices?</b></p><p>We review the changes of the yields of US dollars, US stocks and US bonds in different time intervals after CPI broke 4% in the above four major inflations (Table 2):<b>Inflation has a negative impact on the US dollar and US stocks. The former lags behind, while the latter is reflected within one month.</b>Interestingly, the impact of inflation on US debt yields is irregular. For the research framework of US debt, please refer to our previous report.</p><p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning:</b>Geopolitical risks mount as Fed tightens monetary policy too quickly</p><p><hr>Congratulations on finding the letter E and participating in the \"Tiger Search\" activity. If you leave a message \"Tiger is here\" in the next post, you can get 100 Tiger coins. If you collect 7 pictures and leave a message, you can also get a 7th anniversary limited gift box. (For details, please click<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">[7th Anniversary Award-winning Activity] Tiger Search</a>Understanding)</p><p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/492521.html\">川阅全球宏观</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/492521.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156453091","content_text":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。\n1968/06-1971/09：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。\n1973/03-1982/11：粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。\n1987/08-1991/07：走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。\n2007/11-2008/09：油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。\n当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。\n\n本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。\n对于今年通胀的演绎，我们重点关注二手车和房租两个分项。\n通胀的主要推力之一为二手车。东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。\n\n房租价格走势对未来通胀的演绎有重要影响。美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们预计受到供给短缺的影响，未来房租将会持续温和地上升。\n\n通胀预期走势如何?\n从消费者的角度，密西根预期通胀率数据显示，2021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。\n从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。\n\n未来通胀将会怎样影响资产价格?\n我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。\n\n风险提示：美联储过快收紧货币政策，地缘政治风险加剧\n\n恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181583976,"gmtCreate":1623401588095,"gmtModify":1704202610111,"author":{"id":"3583906472464545","authorId":"3583906472464545","name":"靖焜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583906472464545","idStr":"3583906472464545"},"themes":[],"htmlText":"Tiger is here","listText":"Tiger is here","text":"Tiger is here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181583976","repostId":"1156453091","repostType":4,"repost":{"id":"1156453091","kind":"news","pubTimestamp":1623333482,"share":"https://ttm.financial/m/news/1156453091?lang=en_US&edition=fundamental","pubTime":"2021-06-10 21:58","market":"us","language":"zh","title":"Taking history as a mirror, the deduction and impact of inflation soaring in the United States","url":"https://stock-news.laohu8.com/highlight/detail?id=1156453091","media":"川阅全球宏观","summary":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：。1960年以来美国CPI同比破5%出现了4次(图1)。本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。房租价格走势对未来通胀的演绎有重要影响。","content":"<p>On June 10, 2021 EDT, the U.S. Department of Labor released inflation data for May.<b>In May, the CPI of the United States rose by 5.0% year-on-year, and the core CPI rose by 3.8% year-on-year, the largest increase since August 2008. Since the beginning of this year, the inflation rate in the United States has accelerated, and the Federal Reserve's interest rate meeting in June is imminent. Inflation worries in the market linger.</b>We have reviewed several spikes in U.S. inflation throughout history to better understand this one and its impact:</p><p><b>Since 1960, the U.S. CPI has broken 5% year-on-year four times</b>(FIG. 1). We conducted a review of the economic fundamentals and Fed policy from the period when CPI broke 4%, broke 5% and retreated (Table 1).</p><p><b>1968/06-1971/09</b>: The economy is in recession, but the residual warmth of large government spending and fiscal stimulus in the early period is still there, and inflation continues to rise. The Federal Reserve tightened monetary policy in 1970 to curb inflation.</p><p><b>1973/03-1982/11：</b>Under the double blow of the food crisis and the oil crisis, the US economy fell into stagflation, and supply shocks and costs pushed up inflation. Government price controls failed and monetary policy lacked independence and was too lagging to successfully curb inflation.</p><p><b>1987/08-1991/07：</b>After emerging from stagflation, the U.S. economy experienced high growth, but began to slow down in 1987, and there was upward pressure on wages and prices, and the Federal Reserve tightened monetary policy.</p><p><b>2007/11-2008/09：</b>The soaring oil price pushed up inflation, and the financial crisis broke out. The first task of the Federal Reserve's monetary policy was to bail out the market, and inflation was not in its focus.</p><p><b>The causes of current inflation are similar to those of 1973-1982 inflation, both of which are cost-driven.</b></p><p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p><p><b>The main reason for this surge in inflation lies in the base effect and supply shortage under the pandemic.</b>The US CPI recorded 5.0% in May this year (the highest level since August 2008), but<b>From the perspective of CPI index, the compound growth rate in May 2021 relative to May 2019 was only 2.5%.</b></p><p><b>For this year's deduction of inflation, we focus on the two sub-items of used cars and rent.</b></p><p><b>One of the main thrust forces for inflation is used cars.</b>Under the deterioration of the epidemic situation in Southeast Asia, many chip factories shut down, and the shortage of chips led to the reduction of production by car companies. The supply of new cars is insufficient, the demand for used cars has soared, and prices have skyrocketed (Figure 2). According to Manheim data, used vehicle sales prices increased more than new vehicles in 2021 (Figure 3). In addition, other transportation-related price increases widened further in May, with the increase in transportation service prices expanding to 11.2% from 5.6% in April, doubling the increase.</p><p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p><p><b>The trend of rent prices has an important impact on the deduction of future inflation.</b>The weight of rent in the US CPI is high (about 30%). Although the growth rate of rent is relatively modest compared with other sub-items (2.2% year-on-year in May this year), the growth rate slope has steepened since the beginning of the year (Figure 4).<b>It is expected that rent will continue to rise moderately in the future, affected by supply shortages</b>。</p><p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p><p><b>What is the trend of inflation expectations?</b></p><p>From a consumer perspective, Michigan's expected inflation data shows that 2<b>In May 2021, the five-year inflation expectation of U.S. consumers jumped to 3.0% from 2.7% last month (Figure 5), but it is still lower than the 3.5% that the Federal Reserve can tolerate.</b></p><p>From the perspective of policymakers, as stated in our previous report, the Fed focuses on the monitoring of inflation expectations, and the key indicators are<b>Common Inflation Expectations Index (CIE), CIE is quarterly data, and data for the second quarter of 2021 is expected to be released by the end of this month.</b></p><p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p><p><b>How will future inflation affect asset prices?</b></p><p>We review the changes of the yields of US dollars, US stocks and US bonds in different time intervals after CPI broke 4% in the above four major inflations (Table 2):<b>Inflation has a negative impact on the US dollar and US stocks. The former lags behind, while the latter is reflected within one month.</b>Interestingly, the impact of inflation on US debt yields is irregular. For the research framework of US debt, please refer to our previous report.</p><p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning:</b>Geopolitical risks mount as Fed tightens monetary policy too quickly</p><p><hr>Congratulations on finding the letter E and participating in the \"Tiger Search\" activity. If you leave a message \"Tiger is here\" in the next post, you can get 100 Tiger coins. If you collect 7 pictures and leave a message, you can also get a 7th anniversary limited gift box. (For details, please click<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">[7th Anniversary Award-winning Activity] Tiger Search</a>Understanding)</p><p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>","source":"lsy1582083733592","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>Taking history as a mirror, the deduction and impact of inflation soaring in the United States</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\">\nTaking history as a mirror, the deduction and impact of inflation soaring in the United States\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">川阅全球宏观</strong><span class=\"h-time small\">2021-06-10 21:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On June 10, 2021 EDT, the U.S. Department of Labor released inflation data for May.<b>In May, the CPI of the United States rose by 5.0% year-on-year, and the core CPI rose by 3.8% year-on-year, the largest increase since August 2008. Since the beginning of this year, the inflation rate in the United States has accelerated, and the Federal Reserve's interest rate meeting in June is imminent. Inflation worries in the market linger.</b>We have reviewed several spikes in U.S. inflation throughout history to better understand this one and its impact:</p><p><b>Since 1960, the U.S. CPI has broken 5% year-on-year four times</b>(FIG. 1). We conducted a review of the economic fundamentals and Fed policy from the period when CPI broke 4%, broke 5% and retreated (Table 1).</p><p><b>1968/06-1971/09</b>: The economy is in recession, but the residual warmth of large government spending and fiscal stimulus in the early period is still there, and inflation continues to rise. The Federal Reserve tightened monetary policy in 1970 to curb inflation.</p><p><b>1973/03-1982/11：</b>Under the double blow of the food crisis and the oil crisis, the US economy fell into stagflation, and supply shocks and costs pushed up inflation. Government price controls failed and monetary policy lacked independence and was too lagging to successfully curb inflation.</p><p><b>1987/08-1991/07：</b>After emerging from stagflation, the U.S. economy experienced high growth, but began to slow down in 1987, and there was upward pressure on wages and prices, and the Federal Reserve tightened monetary policy.</p><p><b>2007/11-2008/09：</b>The soaring oil price pushed up inflation, and the financial crisis broke out. The first task of the Federal Reserve's monetary policy was to bail out the market, and inflation was not in its focus.</p><p><b>The causes of current inflation are similar to those of 1973-1982 inflation, both of which are cost-driven.</b></p><p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p><p><b>The main reason for this surge in inflation lies in the base effect and supply shortage under the pandemic.</b>The US CPI recorded 5.0% in May this year (the highest level since August 2008), but<b>From the perspective of CPI index, the compound growth rate in May 2021 relative to May 2019 was only 2.5%.</b></p><p><b>For this year's deduction of inflation, we focus on the two sub-items of used cars and rent.</b></p><p><b>One of the main thrust forces for inflation is used cars.</b>Under the deterioration of the epidemic situation in Southeast Asia, many chip factories shut down, and the shortage of chips led to the reduction of production by car companies. The supply of new cars is insufficient, the demand for used cars has soared, and prices have skyrocketed (Figure 2). According to Manheim data, used vehicle sales prices increased more than new vehicles in 2021 (Figure 3). In addition, other transportation-related price increases widened further in May, with the increase in transportation service prices expanding to 11.2% from 5.6% in April, doubling the increase.</p><p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p><p><b>The trend of rent prices has an important impact on the deduction of future inflation.</b>The weight of rent in the US CPI is high (about 30%). Although the growth rate of rent is relatively modest compared with other sub-items (2.2% year-on-year in May this year), the growth rate slope has steepened since the beginning of the year (Figure 4).<b>It is expected that rent will continue to rise moderately in the future, affected by supply shortages</b>。</p><p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p><p><b>What is the trend of inflation expectations?</b></p><p>From a consumer perspective, Michigan's expected inflation data shows that 2<b>In May 2021, the five-year inflation expectation of U.S. consumers jumped to 3.0% from 2.7% last month (Figure 5), but it is still lower than the 3.5% that the Federal Reserve can tolerate.</b></p><p>From the perspective of policymakers, as stated in our previous report, the Fed focuses on the monitoring of inflation expectations, and the key indicators are<b>Common Inflation Expectations Index (CIE), CIE is quarterly data, and data for the second quarter of 2021 is expected to be released by the end of this month.</b></p><p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p><p><b>How will future inflation affect asset prices?</b></p><p>We review the changes of the yields of US dollars, US stocks and US bonds in different time intervals after CPI broke 4% in the above four major inflations (Table 2):<b>Inflation has a negative impact on the US dollar and US stocks. The former lags behind, while the latter is reflected within one month.</b>Interestingly, the impact of inflation on US debt yields is irregular. For the research framework of US debt, please refer to our previous report.</p><p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning:</b>Geopolitical risks mount as Fed tightens monetary policy too quickly</p><p><hr>Congratulations on finding the letter E and participating in the \"Tiger Search\" activity. If you leave a message \"Tiger is here\" in the next post, you can get 100 Tiger coins. If you collect 7 pictures and leave a message, you can also get a 7th anniversary limited gift box. (For details, please click<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">[7th Anniversary Award-winning Activity] Tiger Search</a>Understanding)</p><p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/492521.html\">川阅全球宏观</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/492521.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156453091","content_text":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。\n1968/06-1971/09：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。\n1973/03-1982/11：粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。\n1987/08-1991/07：走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。\n2007/11-2008/09：油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。\n当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。\n\n本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。\n对于今年通胀的演绎，我们重点关注二手车和房租两个分项。\n通胀的主要推力之一为二手车。东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。\n\n房租价格走势对未来通胀的演绎有重要影响。美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们预计受到供给短缺的影响，未来房租将会持续温和地上升。\n\n通胀预期走势如何?\n从消费者的角度，密西根预期通胀率数据显示，2021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。\n从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。\n\n未来通胀将会怎样影响资产价格?\n我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。\n\n风险提示：美联储过快收紧货币政策，地缘政治风险加剧\n\n恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181580920,"gmtCreate":1623401524060,"gmtModify":1704202608000,"author":{"id":"3583906472464545","authorId":"3583906472464545","name":"靖焜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583906472464545","idStr":"3583906472464545"},"themes":[],"htmlText":"Tiger is here","listText":"Tiger is here","text":"Tiger is here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181580920","repostId":"1140839418","repostType":4,"repost":{"id":"1140839418","kind":"news","pubTimestamp":1623382205,"share":"https://ttm.financial/m/news/1140839418?lang=en_US&edition=fundamental","pubTime":"2021-06-11 11:30","market":"us","language":"zh","title":"One picture to understand Didi's prospectus: spread across 15 countries, with an average daily order volume of 41 million","url":"https://stock-news.laohu8.com/highlight/detail?id=1140839418","media":"腾讯科技","summary":"6月11日消息，美国当地时间周四，$滴滴出行 $的运营主体小桔快智向美国证券交易委员会提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。","content":"<p>June 11th news, Thursday local time in the United States,<a href=\"https://laohu8.com/S/DIDI\">Didi Chuxing</a>Xiaoju Kuaizhi, the operating entity, submitted an IPO prospectus to the U.S. Securities and Exchange Commission (SEC), and plans to be listed on the Nasdaq stock market or the New York Stock Exchange with the stock code \"DIDI\".</p><p>According to the data disclosed by Didi, at present, Didi has opened business in more than 4,000 cities and regions in 15 countries, with an annual number of active users of 493 million, an annual number of active drivers of 15 million, an average daily order volume of 41 million, a total annual platform transaction volume of 341 billion yuan, and a cumulative driver income of 600+ billion yuan from 2018 to Q1 of 2021.</p><p><img src=\"https://static.tigerbbs.com/2a935c6b681f2f3744604b5596e29cac\" tg-width=\"2100\" tg-height=\"13686\"></p><p><hr>Congratulations on finding the letter I and participating in the \"Tiger Search\" activity. If you leave a message \"Tiger is here\" in the next post, you can get 100 Tiger coins. If you collect 7 pictures and leave a message, you can also get a 7th anniversary limited gift box. (For details, please click<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">[7th Anniversary Award-winning Activity] Tiger Search</a>Understanding)<img src=\"https://static.tigerbbs.com/ba72fe98df37f49a4d31b0a0684a03aa\" tg-width=\"214\" tg-height=\"286\"></p>","source":"txkj","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>One picture to understand Didi's prospectus: spread across 15 countries, with an average daily order volume of 41 million</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\">\nOne picture to understand Didi's prospectus: spread across 15 countries, with an average daily order volume of 41 million\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">腾讯科技</strong><span class=\"h-time small\">2021-06-11 11:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>June 11th news, Thursday local time in the United States,<a href=\"https://laohu8.com/S/DIDI\">Didi Chuxing</a>Xiaoju Kuaizhi, the operating entity, submitted an IPO prospectus to the U.S. Securities and Exchange Commission (SEC), and plans to be listed on the Nasdaq stock market or the New York Stock Exchange with the stock code \"DIDI\".</p><p>According to the data disclosed by Didi, at present, Didi has opened business in more than 4,000 cities and regions in 15 countries, with an annual number of active users of 493 million, an annual number of active drivers of 15 million, an average daily order volume of 41 million, a total annual platform transaction volume of 341 billion yuan, and a cumulative driver income of 600+ billion yuan from 2018 to Q1 of 2021.</p><p><img src=\"https://static.tigerbbs.com/2a935c6b681f2f3744604b5596e29cac\" tg-width=\"2100\" tg-height=\"13686\"></p><p><hr>Congratulations on finding the letter I and participating in the \"Tiger Search\" activity. If you leave a message \"Tiger is here\" in the next post, you can get 100 Tiger coins. If you collect 7 pictures and leave a message, you can also get a 7th anniversary limited gift box. (For details, please click<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">[7th Anniversary Award-winning Activity] Tiger Search</a>Understanding)<img src=\"https://static.tigerbbs.com/ba72fe98df37f49a4d31b0a0684a03aa\" tg-width=\"214\" tg-height=\"286\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://new.qq.com/rain/a/20210611A02NC800\">腾讯科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b9f14473f3e986de32cc80f6fd80b679","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://new.qq.com/rain/a/20210611A02NC800","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140839418","content_text":"6月11日消息，美国当地时间周四，滴滴出行的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。\n根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。\n\n\n恭喜您找到了字母I，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1,"symbols_score_info":{"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":2974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}