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Ivan6096
2023-02-14
$PDD 20230317 70.0 PUT$
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Ivan6096
2022-04-18
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Ivan6096
2022-04-02
Good news
Sea and Grab Stocks Climbed in Morning Trading
Ivan6096
2022-02-05
👍
Buffett reproduces "God Operation"! Five Japanese trading companies bought during the pandemic made big gains
Ivan6096
2021-09-18
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Ivan6096
2021-09-10
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Ivan6096
2021-08-25
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Ivan6096
2021-08-06
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Ivan6096
2021-08-01
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Ivan6096
2021-07-28
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Ivan6096
2021-07-22
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Ivan6096
2021-06-29
l?????????
Millet builds cars, it's really late if you don't start
Ivan6096
2021-06-28
?
HKEx: If the black rainstorm warning issued by the Observatory cannot be cancelled at 9 am, pre-market trading will be cancelled
Ivan6096
2021-06-25
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Ivan6096
2021-06-24
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Opening: Hang Seng Index opened 0.17% higher, New Oriental rose more than 5%
Ivan6096
2021-06-09
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Oil prices hit a two-year high, holdings jump, and bulls are already betting on $100
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news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011162386","repostId":"1154335998","repostType":4,"repost":{"id":"1154335998","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648826062,"share":"https://ttm.financial/m/news/1154335998?lang=en_US&edition=fundamental","pubTime":"2022-04-01 23:14","market":"us","language":"en","title":"Sea and Grab Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1154335998","media":"Tiger Newspress","summary":"Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than ","content":"<html><head></head><body><p>Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than 5%.</p><p><img src=\"https://static.tigerbbs.com/93dc7173e25ee7b58342967242e5a5c9\" tg-width=\"415\" tg-height=\"115\" width=\"100%\" height=\"auto\"/></p><p></p><p></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea and Grab Stocks Climbed in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea and Grab Stocks Climbed in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-01 23:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than 5%.</p><p><img src=\"https://static.tigerbbs.com/93dc7173e25ee7b58342967242e5a5c9\" tg-width=\"415\" tg-height=\"115\" width=\"100%\" height=\"auto\"/></p><p></p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154335998","content_text":"Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than 5%.","news_type":1,"symbols_score_info":{"SE":0.9,"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":3234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098346709,"gmtCreate":1644030944525,"gmtModify":1676533884400,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098346709","repostId":"1186055185","repostType":4,"repost":{"id":"1186055185","kind":"news","pubTimestamp":1644022812,"share":"https://ttm.financial/m/news/1186055185?lang=en_US&edition=fundamental","pubTime":"2022-02-05 09:00","market":"us","language":"zh","title":"Buffett reproduces \"God Operation\"! Five Japanese trading companies bought during the pandemic made big gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1186055185","media":"华尔街见闻","summary":"摘要:91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人,疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报,巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回","content":"<p><html><head></head><body>Summary: The 91-year-old Buffett is the only one of the world's ten richest people whose net worth has grown year-to-date, with five of Japan's largest trading companies betting on during the pandemic getting excess returns amid soaring commodity prices, and Buffett also making significant investment returns by betting on these companies to go indirectly long on commodities. \"Stock God\" is \"Stock God\" after all.</p><p>In August 2020, Buffett's Berkshire Hathaway rocked the Japanese market by announcing a total of $6 billion in capital injections into five of the country's largest trading companies. At the time, the companies were still addressing declining profits caused by reduced demand for fuel and raw materials due to the pandemic.</p><p>In August 2021, as commodity prices soared, the combined value of Berkshire's stakes in the five companies increased by about $2 billion, delivering a return of more than 30% before Dividend revenue.</p><p>These Japanese companies, in which Buffett holds a stake, have been the biggest winners in the red-hot commodity rally after supply constraints and geopolitical tensions, coupled with a rebound in demand, sent commodities like energy, metals and crops soaring in 2022.</p><p>This also means that Buffett is indirectly long in commodities by holding these companies.</p><p>Wall Street mentioned earlier that Morgan Stanley believes that \"commodities will continue to outperform stocks this year\", and that five factors, including inflation protection, energy transition, geopolitical risks, reopening and underinvestment, will continue to support commodity prices.</p><p>It is not just Morgan Stanley that is bullish on commodities. Karen Karniol-Tambour, an executive at Bridgewater, the world's number one hedge fund, similarly said that commodities are the most underutilized hedge against inflation as the economy expands and prices rise.</p><p>Buffett's five companies are Itochu Corporation, Marubeni Corporation, Mitsubishi Corporation, Mitsui & Co. and Sumitomo Corporation. In Japan, these companies are often called sogo shosha, but they are more like investment banks or private equity firms, with dizzying businesses and portfolios. The recent price rebound from crude oil to iron ore has directly boosted its revenue outlook.</p><p>Marubeni Corp., for example, surged to an all-time high on Thursday after the company raised its full-year forecast and announced a buyback plan. Others such as Mitsubishi, Itochu and Mitsui have also raised their forecasts.</p><p>Although Marubeni CEO Masumi Kakinoki \"modestly\" said that \"the increase is outrageous and we are calmly assessing. The outlook may be uncertain and other companies don't want to rely too much on commodities.\" But it is undeniable that these companies are the largest investors in Japan's overseas energy and metals assets, benefiting from the current market and the fact that they are also profiting from regional price arbitrage.</p><p>Buffett, 91, is the only one of the world's ten richest people whose net worth has grown year-to-date, according to Bloomberg news. Value Investing The cornerstone of Buffett's investment philosophy and the focus of his Berkshire Hathaway, its cumulative 4.45% gain since the start of the year has outperformed technology companies and the S&P 500 over the same period.</p><p>Wall Street's earlier article also mentioned that under the background of the Federal Reserve's tightening of monetary policy, the value stocks of U.S. stocks will outperform the growth stocks in 2022. Buffett and Berkshire, which have always been known as the \"weather vane of bulls and bears\", may profit from the current market, and their long-term investment concept will be rewarded again. Berkshire Hathaway's market value has surpassed Meta's, and it is also expected to impact the next trillion-dollar company.</p><p></body></html></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buffett reproduces \"God Operation\"! Five Japanese trading companies bought during the pandemic made big gains</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\">\nBuffett reproduces \"God Operation\"! Five Japanese trading companies bought during the pandemic made big gains\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-02-05 09:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: The 91-year-old Buffett is the only one of the world's ten richest people whose net worth has grown year-to-date, with five of Japan's largest trading companies betting on during the pandemic getting excess returns amid soaring commodity prices, and Buffett also making significant investment returns by betting on these companies to go indirectly long on commodities. \"Stock God\" is \"Stock God\" after all.</p><p>In August 2020, Buffett's Berkshire Hathaway rocked the Japanese market by announcing a total of $6 billion in capital injections into five of the country's largest trading companies. At the time, the companies were still addressing declining profits caused by reduced demand for fuel and raw materials due to the pandemic.</p><p>In August 2021, as commodity prices soared, the combined value of Berkshire's stakes in the five companies increased by about $2 billion, delivering a return of more than 30% before Dividend revenue.</p><p>These Japanese companies, in which Buffett holds a stake, have been the biggest winners in the red-hot commodity rally after supply constraints and geopolitical tensions, coupled with a rebound in demand, sent commodities like energy, metals and crops soaring in 2022.</p><p>This also means that Buffett is indirectly long in commodities by holding these companies.</p><p>Wall Street mentioned earlier that Morgan Stanley believes that \"commodities will continue to outperform stocks this year\", and that five factors, including inflation protection, energy transition, geopolitical risks, reopening and underinvestment, will continue to support commodity prices.</p><p>It is not just Morgan Stanley that is bullish on commodities. Karen Karniol-Tambour, an executive at Bridgewater, the world's number one hedge fund, similarly said that commodities are the most underutilized hedge against inflation as the economy expands and prices rise.</p><p>Buffett's five companies are Itochu Corporation, Marubeni Corporation, Mitsubishi Corporation, Mitsui & Co. and Sumitomo Corporation. In Japan, these companies are often called sogo shosha, but they are more like investment banks or private equity firms, with dizzying businesses and portfolios. The recent price rebound from crude oil to iron ore has directly boosted its revenue outlook.</p><p>Marubeni Corp., for example, surged to an all-time high on Thursday after the company raised its full-year forecast and announced a buyback plan. Others such as Mitsubishi, Itochu and Mitsui have also raised their forecasts.</p><p>Although Marubeni CEO Masumi Kakinoki \"modestly\" said that \"the increase is outrageous and we are calmly assessing. The outlook may be uncertain and other companies don't want to rely too much on commodities.\" But it is undeniable that these companies are the largest investors in Japan's overseas energy and metals assets, benefiting from the current market and the fact that they are also profiting from regional price arbitrage.</p><p>Buffett, 91, is the only one of the world's ten richest people whose net worth has grown year-to-date, according to Bloomberg news. Value Investing The cornerstone of Buffett's investment philosophy and the focus of his Berkshire Hathaway, its cumulative 4.45% gain since the start of the year has outperformed technology companies and the S&P 500 over the same period.</p><p>Wall Street's earlier article also mentioned that under the background of the Federal Reserve's tightening of monetary policy, the value stocks of U.S. stocks will outperform the growth stocks in 2022. Buffett and Berkshire, which have always been known as the \"weather vane of bulls and bears\", may profit from the current market, and their long-term investment concept will be rewarded again. Berkshire Hathaway's market value has surpassed Meta's, and it is also expected to impact the next trillion-dollar company.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3651193\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.A":"伯克希尔"},"source_url":"https://wallstreetcn.com/articles/3651193","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1186055185","content_text":"摘要:91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人,疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报,巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回报。“股神”到底是“股神”。2020年8月,巴菲特旗下伯克希尔哈撒韦宣布向日本五家最大贸易公司注资共60亿美元,震动了日本市场。当时这些公司还在解决因疫情原因减少的燃料及原材料需求导致的利润下降问题。2021年8月,随着大宗商品价格的飙升,伯克希尔所持有的这五家公司股份的总价值增加了约20亿美元,回报率超过30%,而这一回报率还未计入股息收入。2022年,由于供应限制和地缘政治紧张局势,再加上需求反弹,导致能源、金属和农作物等大宗商品价格飙升,而巴菲特所持股的这些日本公司一直是大宗商品红火涨势中的最大赢家。这也意味着,巴菲特通过持有这些公司间接做多大宗商品。华尔街稍早前文章提及,摩根士丹利认为“商品今年将继续跑赢股票”,通胀保护、能源转型、地缘风险、重新开放和投资不足这五大因素将继续支持大宗商品价格。不仅仅是大摩唱多大宗商品,全球头号对冲基金桥水高管Karen Karniol-Tambour同样表示,随着经济的扩张和价格的上涨,大宗商品是最未被充分利用的对冲通货膨胀的工具。巴菲特投资的这五家公司,分别是伊藤忠商事、丸红公司、三菱商事、三井物产和住友商事。在日本,这些公司通常被称为综合商社(sogo shosha),但他们更类似投资银行或者私募股权投资公司,都拥有令人眼花缭乱的业务和投资组合。近期从原油到铁矿石的价格反弹直接提高了其收入前景。比如丸红公司Marubeni Corp.本周四股价就飙升至历史最高点,此前该公司提高了全年预测并宣布了回购计划。其他例如三菱、伊藤忠和三井物产也提高了他们的预测。尽管丸红的首席执行官Masumi Kakinoki“谦虚”的表示“涨幅离谱,我们正在冷静地评估。前景可能是不确定的,其他公司也不希望过于依赖商品。”但不可否认的是,这些公司是日本海外能源和金属资产的最大投资者,受益于当前的行情以及其也从区域价格套利中获利。据彭博社消息称,91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人。价值投资巴菲特投资理念的基石,也是他的伯克希尔-哈撒韦公司的重点,自今年年初以来,其累计涨幅4.45%的表现超过了同期科技公司和标准普尔500指数。华尔街见闻稍早前文章也提及,在美联储收紧货币政策的大背景下,美股价值股将在2022年跑赢成长股,素来有“牛熊的风向标”之称的巴菲特和伯克希尔或将在当前行情中收益,其长期投资的理念再次得到回报,伯克希尔哈撒韦市值已经超过Meta,而且也有望冲击下一个万亿美元级的公司。","news_type":1,"symbols_score_info":{"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":3320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884254190,"gmtCreate":1631897979210,"gmtModify":1676530665908,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[{"img":"https://static.tigerbbs.com/ff6b64f73496e5ad22d3035c9a93d2c8","width":"1125","height":"3178"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/884254190","isVote":1,"tweetType":1,"viewCount":3348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":883351879,"gmtCreate":1631205857091,"gmtModify":1676530497241,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[{"img":"https://static.tigerbbs.com/768f53204c62826d30332ceed2dfd375","width":"1125","height":"3015"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883351879","isVote":1,"tweetType":1,"viewCount":2641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":837869483,"gmtCreate":1629874859342,"gmtModify":1676530158985,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"????????","listText":"????????","text":"????????","images":[{"img":"https://static.tigerbbs.com/cd13f2e1a8870cbbd9b4f9964988cc6e","width":"1125","height":"3355"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837869483","isVote":1,"tweetType":1,"viewCount":3153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":899700818,"gmtCreate":1628213328134,"gmtModify":1703503234883,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"?????","listText":"?????","text":"?????","images":[{"img":"https://static.tigerbbs.com/74abd132a1e293f2288e2b6332d09a05","width":"1125","height":"2564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/899700818","isVote":1,"tweetType":1,"viewCount":2557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":802289656,"gmtCreate":1627782643075,"gmtModify":1703495740136,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"????????????","listText":"????????????","text":"????????????","images":[{"img":"https://static.tigerbbs.com/196dec0a31917aec5afd001fce2a0f91","width":"1125","height":"2754"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802289656","isVote":1,"tweetType":1,"viewCount":3087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":803967340,"gmtCreate":1627402180280,"gmtModify":1703489342803,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"?????","listText":"?????","text":"?????","images":[{"img":"https://static.tigerb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财经动向","home_visible":1,"media_name":"深潜atom","id":"1023838834","head_image":"https://static.tigerbbs.com/07b1d07bb0ae44508e1f39efef07e6ac"},"pubTimestamp":1624958717,"share":"https://ttm.financial/m/news/1120042334?lang=en_US&edition=fundamental","pubTime":"2021-06-29 17:25","market":"hk","language":"zh","title":"Millet builds cars, it's really late if you don't start","url":"https://stock-news.laohu8.com/highlight/detail?id=1120042334","media":"深潜atom","summary":"花了三个月时间还处于招人阶段的小米,着急了吗\n\n自从雷军今年3月30日宣布造车是他“人生最后一次重大创业”,在互联网上轰动至今。在不到三个月的时间里,小米雷厉风行,不仅先后注册小米汽车、米车、米汽等商","content":"<p>Xiaomi, who has spent three months in the recruitment stage, is anxious. Since Lei Jun announced on March 30th this year that building a car was his \"last major venture in his life\", it has been a sensation on the Internet so far. In less than three months, Xiaomi has been vigorous and resolute, not only registering trademarks such as Xiaomi Automobile, Mi Car and Mi Automobile, but also successively grabbing investment in two autonomous driving manufacturers, Zongmu Technology and Hesai Technology, and even cooperating with<a href=\"https://laohu8.com/S/002594\">BYD</a>、<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>There is a \"scandal\" of marriage.</p><p>With Huawei,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Compared with other companies that mainly focus on autonomous driving as the core of their automobile business, as soon as Xiaomi entered the game, it made it clear that it wanted to build its own complete vehicle and build its own<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Electric vehicle brands. However, objectively evaluated, there is still a big gap between Xiaomi and other Internet technology giants who entered the field of car manufacturing first, or new car manufacturing forces or even traditional OEMs in terms of technology and experience.</p><p>Analysts believe that the core of future car building lies in autonomous driving. According to the data, the patents currently applied by Xiaomi are mainly concentrated in intelligent cockpit, and the layout in the field of autonomous driving is almost blank. Compared with Baidu and Huawei, the number of related patents is at a disadvantage. In the field of intelligent electric vehicles, the preparation is insufficient, especially when its own core technology is obviously lacking. It is definitely impossible for Xiaomi to catch up with the new outlet of intelligent electric vehicles by only relying on 10 billion USD in 10 years. Recruitment is an inevitable and necessary means for Xiaomi.</p><p>Recently, Xiaomi has released a number of autonomous driving posts in official website, and marked them as \"urgent\", which has once again triggered a heated discussion in the outside world-three months have passed, has the direction of Xiaomi's car building been determined?</p><p><b>01 </b><b>Millet to build a car, first recruit people</b></p><p>According to Xiaomi Recruitment official website, it is currently recruiting talents in the field of autonomous driving, including 20 positions such as data platform, vehicle infrastructure, decision planning, millimeter wave algorithm, development tools, front-end platform development, embedded software, control, perception, prediction, high-precision map, simulation platform, sensor, algorithm optimization, advanced idiomatic algorithm, super-divine wave radar algorithm, laser point cloud algorithm, prediction and positioning. At the same time, it is worth noting that the work addresses of the above recruitment positions are displayed as \"Haidian District, Beijing\", and the word \"urgent\" is marked before each recruitment position information. In this regard, the industry believes that \"the headquarters of Xiaomi Car Manufacturing R&D Center may be settled in Beijing\".</p><p><img src=\"https://static.tigerbbs.com/44b85bf06721bb7be7900daef5261562\" tg-width=\"900\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p><p>△ Xiaomi Recruitment</p><p>Judging from this recruitment information, combined with Xiaomi's previous investment in two lidar manufacturers, Zongmu Technology and Hesai Technology, Xiaomi Automobile may take the route of fusion of millimeter wave radar, lidar and camera as the entry point.</p><p>According to industry insiders, at present, Xiaomi has only determined to build a car, but there is no clear news in the industry in the three months after the press conference about specific product positioning, technical route, factory construction and other issues. On April 23rd, Wang Xiang, president of Xiaomi Group, also said in a forum, \"Car building has not officially started yet. Announcing in advance is to obtain better global resources and jointly develop Xiaomi cars\".</p><p>Throughout Xiaomi, it seems that there is no senior executive in the professional automobile field at present-at present, Xiaomi Motors is led by Lei Jun and chief strategy officer Wang Chuan is in charge. In other words, Xiaomi, which takes smart phones, AIoT Internet of Things and other mobile terminals as its core, is probably short of car-making talents, which may be one of the important reasons why Xiaomi has recently urgently recruited talents in the field of autonomous driving.</p><p>In fact, the current situation of insufficient human resources is also reflected in Xiaomi's patent reserve, which currently lags far behind other technology giants. According to the statistics of Zero One Think Tank, as of the first quarter of 2021, 8,275 domestic companies participated in autonomous driving patent applications, including 14,018 authorized patents, with a total of 40,682 patents. Among them, the three companies with the largest number of patent applications are Baidu (2009), Huawei (1332) and DJI (705). In contrast, according to the intellectual property information of Qichacha, as of March 29, 2021, Xiaomi's patent abstract included a total of 211 patents related to automobiles such as \"engine, navigation, car, driving, radar and driving\", mainly focusing on the layout of network interaction, body control, and energy replenishment.</p><p>Further, taking a patent of Xiaomi entitled \"Vehicle Speed Control Method and Device\" as an example, the patent can control the driving speed of the vehicle to not exceed the traffic limit speed by obtaining the geographical location of the vehicle and according to the speed limit information of the location. Baidu's patent entitled \"Control Method and Device for Autonomous Vehicles\" can combine the distance from the front vehicle, comprehensively judge multiple dimensions such as speed limit, cruising speed and system speed limit, and independently keep the vehicle driving smoothly. By simply comparing the consideration dimensions of the two patents in explaining the actual situation, it can be clearly perceived that autonomous driving is actually a shortcoming for Xiaomi at present. Xiaomi needs to increase investment or recruit talents, so as to catch up in technology.</p><p>However, with the increasing number of players entering the car circuit, the competition has become increasingly fierce. In a report by the Economic Observer, among new car manufacturers, there are the most people in the car circle who plan to go to Didi, and the number of interactions is the highest; Secondly,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>The third place is Jidu Automobile, a cooperation between Baidu and Geely, and the fourth place is Xiaomi Automobile.</p><p>In the descriptions of many automobile practitioners, the uncertainty shown by Xiaomi so far is the primary reason that prevents them from considering changing jobs to Xiaomi. \"After all, I don't know what form Xiaomi will take to make its first car. It is uncertain whether it will start from zero or cooperate with OEM.\"</p><p><img src=\"https://static.tigerbbs.com/84fb8637fb21876fcbea2fbcff4bab3e\" tg-width=\"908\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p><p>△ Hu Zhengnan's response</p><p>Previously, some media broke the news that millet cars had opened hundreds of millions of sky-high prices to \"dig\"<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>Hu Zhengnan, the dean of the institute, but then Hu Zhengnan refuted the rumor in the circle of friends.</p><p>The difficulty of recruiting people is just the first hurdle encountered by Xiaomi on the road of building cars. Xiaomi and Lei Jun themselves may also clearly recognize the difficulty of cross-border car building. When announcing the car building, Lei Jun wrote on Weibo, \"Although Xiaomi is becoming more and more successful in technology, it is a preliminary entry in the hardware industry. Nowadays, it takes fearless courage, firm courage and more knowledge to enter the automobile industry with the highest difficulty of combining software and hardware. This means that in this track, all the accumulation in the past will be cleared\".</p><p>In China, not only traditional car companies are striving to transform towards intelligent electrification, but all kinds of new car manufacturers are also competing to join in, making frequent moves. Accompanied by the industry competition has entered a white-hot stage.<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It is estimated that in the next one to two years,<a href=\"https://laohu8.com/S/600617\">Guoxin Energy</a>There will be more players in the car market, and the competition in the smart electric vehicle market will be similar to the competition in the Chinese battery market. Over the past decade, the number of battery suppliers has dropped sharply, from nearly 200 to fewer than 30 to 40 today. Of those companies that have survived industry competition and consolidation, only 5 to 10 are the best. And the electric vehicle market will also face this problem. Don't think how active China's electric vehicle market is at present. In the end, only a few powerful companies can live well.</p><p><b>02 </b><b>Millet builds cars, and you can't be willful even if you have money</b></p><p><a href=\"https://laohu8.com/S/601901\">Founder Securities</a>In February this year, a research report was released-\"Why Do Mobile Phone Manufacturers Build Cars? The Logic Behind Consumer Electronics to Smart Cars\". According To the report, the reason why mobile phone giants have set foot in the smart electric vehicle market is mainly because the human-based To C consumer Internet pattern has been set, and the enterprise-based To B industrial Internet pattern has also been set, while only the thing-based To T Internet of Things (AIoT) is in its early stages. Therefore, the mobile Internet giant can only make two efforts based on To T at present: First, it can make all long-tail home appliances AIoT Internet of Things, Xiaomi and<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It has been laid out for years. The second is to enter the automobile market with the largest single product market space (far larger than the mobile phone market), and transform the whole automobile industry with digitalization, which is also the only way to leap forward growth.</p><p>It is not difficult to find that giants including Apple and Huawei have laid out IoT intelligent hardware after their smartphones peaked. However, the market scale of home appliances and wearable devices is actually quite limited, which definitely can't support the growth of giants; The car market will be much bigger, and the opportunity for substantial growth in the future is certainly the car.</p><p>Since its establishment in 2010, Xiaomi has been taking \"Born for Fevers\" as its slogan. In fact, another explanation is that the root of Xiaomi's impression on the market lies in \"small profits but quick turnover\", that is, cost performance; You will find that no matter which Xiaomi product it is, it is not necessarily the best, but it must be one of the most cost-effective at the same price point.</p><p>With high-priced products, the sales volume will never be bad, and coupled with relatively conservative production capacity, extremely low inventory can be guaranteed. Although Xiaomi has sacrificed its short-term profitability, it can exchange for excellent liquidity and space for sustainable development.</p><p><img src=\"https://static.tigerbbs.com/a809cddd8c51feffecc93ef136756afb\" tg-width=\"962\" tg-height=\"553\" referrerpolicy=\"no-referrer\"></p><p>△ Xiaomi mobile phone</p><p>It is true that low-profit strategy can exchange increased demand most of the time, but this truth needs a premise, that is, the market of this product still has huge potential. Otherwise, even if it is cheap, on the one hand, the ceiling of increased demand is within reach, and on the other hand, it may enter the stage of vicious competition.</p><p>Precisely, Xiaomi's current smartphone industry has begun to encounter bottlenecks. The growth of the global smartphone market has basically stalled in the past two years. IDC previously predicted that the global smartphone market shipment value would grow at an average compound annual rate of only 4.31% from 2020 to 2023.</p><p>In this context, it is imperative for Xiaomi to build a car. Lei Jun once stated that Xiaomi's biggest confidence in building cars is to \"afford to lose money\". The initial investment in car manufacturing business is 10 billion yuan, and it is estimated that the investment in the next 10 years will be 10 billion USD. According to Xiaomi's 2020 Annual Report, as of December 31, 2020, Xiaomi's total cash resources exceeded 100 billion yuan. This means that, at the current exchange rate, building cars will account for nearly 65% of Xiaomi's current 100 billion cash resources.</p><p>However, it is easy to build a car, but it is not easy to really produce a car in batches and with guaranteed quality. Xiaomi is good at software development and ecological construction, while vehicle manufacturing is an area that Xiaomi has never touched before. How to coordinate hundreds of suppliers, manage the quality of thousands of components, and a series of complex and rigorous testing processes are problems that automobile manufacturing must solve.</p><p>At the same time, even if it invests 10 billion US dollars, Xiaomi will surely enter the stage of mass production or even profit, which is still uncertain. For Xiaomi, the R&D investment of mobile phone business is still important. After all, this is Xiaomi's basic disk. Seemingly sufficient cash reserves are one point for two businesses, and lack of money is still the theme. As we all know, Xiaomi's own profitability is not strong. Because of the pursuit of cost performance, Xiaomi's net profit margin in 2020 was about 5.3%. Compared with other Internet companies, this level basically hovers at the bottom of the industry.</p><p>Xiaomi, which claims to be \"no bad money\", not only has natural advantages in brand, but also has many challenges in entering the car-building track. The cost-effective strategy is difficult to work in today's electric vehicle market. We can't expect Xiaomi to build a model that can overwhelm Hongguang MINI EV in terms of cost performance.</p><p>At the beginning of June, Wang Chuanfu, chairman of BYD, once \"shouted\" Lei Jun, saying, \"5 billion is nothing to Lei, and 100 billion is nothing. The key is to waste your three years. How much are these three years worth?\" After that, Wang Chuanfu explained that this sentence is not to persuade Lei Jun not to build cars, but to have deeper cooperation with Xiaomi in the field of car manufacturing. The implication is that BYD is the most \"well-matched\" car manufacturer in Xiaomi. Don't build your own factory, I can OEM it for you.</p><p>According to Lei Jun's plan, Xiaomi's first car will be launched in about three years. Then, whether it is the accumulation of manufacturing experience or the limitation of product launch time, the self-built factory mode that needs to start from scratch is not suitable for Xiaomi. Therefore, the OEM mode with low requirements for manufacturing experience and quick mass production is almost the only choice for Xiaomi to build a car.</p><p>He Xiaopeng predicts that in the next 5~10 years, the number of global automakers will be reduced to 10 main automakers. Xiaomi, which has spent three months and is still in the recruitment stage, is it in a hurry?</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>Millet builds cars, it's really late if you don't start</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\">\nMillet builds cars, it's really late if you don't start\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1023838834\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/07b1d07bb0ae44508e1f39efef07e6ac);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">深潜atom </p>\n<p class=\"h-time smaller\">2021-06-29 17:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Xiaomi, who has spent three months in the recruitment stage, is anxious. Since Lei Jun announced on March 30th this year that building a car was his \"last major venture in his life\", it has been a sensation on the Internet so far. In less than three months, Xiaomi has been vigorous and resolute, not only registering trademarks such as Xiaomi Automobile, Mi Car and Mi Automobile, but also successively grabbing investment in two autonomous driving manufacturers, Zongmu Technology and Hesai Technology, and even cooperating with<a href=\"https://laohu8.com/S/002594\">BYD</a>、<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>There is a \"scandal\" of marriage.</p><p>With Huawei,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Compared with other companies that mainly focus on autonomous driving as the core of their automobile business, as soon as Xiaomi entered the game, it made it clear that it wanted to build its own complete vehicle and build its own<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Electric vehicle brands. However, objectively evaluated, there is still a big gap between Xiaomi and other Internet technology giants who entered the field of car manufacturing first, or new car manufacturing forces or even traditional OEMs in terms of technology and experience.</p><p>Analysts believe that the core of future car building lies in autonomous driving. According to the data, the patents currently applied by Xiaomi are mainly concentrated in intelligent cockpit, and the layout in the field of autonomous driving is almost blank. Compared with Baidu and Huawei, the number of related patents is at a disadvantage. In the field of intelligent electric vehicles, the preparation is insufficient, especially when its own core technology is obviously lacking. It is definitely impossible for Xiaomi to catch up with the new outlet of intelligent electric vehicles by only relying on 10 billion USD in 10 years. Recruitment is an inevitable and necessary means for Xiaomi.</p><p>Recently, Xiaomi has released a number of autonomous driving posts in official website, and marked them as \"urgent\", which has once again triggered a heated discussion in the outside world-three months have passed, has the direction of Xiaomi's car building been determined?</p><p><b>01 </b><b>Millet to build a car, first recruit people</b></p><p>According to Xiaomi Recruitment official website, it is currently recruiting talents in the field of autonomous driving, including 20 positions such as data platform, vehicle infrastructure, decision planning, millimeter wave algorithm, development tools, front-end platform development, embedded software, control, perception, prediction, high-precision map, simulation platform, sensor, algorithm optimization, advanced idiomatic algorithm, super-divine wave radar algorithm, laser point cloud algorithm, prediction and positioning. At the same time, it is worth noting that the work addresses of the above recruitment positions are displayed as \"Haidian District, Beijing\", and the word \"urgent\" is marked before each recruitment position information. In this regard, the industry believes that \"the headquarters of Xiaomi Car Manufacturing R&D Center may be settled in Beijing\".</p><p><img src=\"https://static.tigerbbs.com/44b85bf06721bb7be7900daef5261562\" tg-width=\"900\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p><p>△ Xiaomi Recruitment</p><p>Judging from this recruitment information, combined with Xiaomi's previous investment in two lidar manufacturers, Zongmu Technology and Hesai Technology, Xiaomi Automobile may take the route of fusion of millimeter wave radar, lidar and camera as the entry point.</p><p>According to industry insiders, at present, Xiaomi has only determined to build a car, but there is no clear news in the industry in the three months after the press conference about specific product positioning, technical route, factory construction and other issues. On April 23rd, Wang Xiang, president of Xiaomi Group, also said in a forum, \"Car building has not officially started yet. Announcing in advance is to obtain better global resources and jointly develop Xiaomi cars\".</p><p>Throughout Xiaomi, it seems that there is no senior executive in the professional automobile field at present-at present, Xiaomi Motors is led by Lei Jun and chief strategy officer Wang Chuan is in charge. In other words, Xiaomi, which takes smart phones, AIoT Internet of Things and other mobile terminals as its core, is probably short of car-making talents, which may be one of the important reasons why Xiaomi has recently urgently recruited talents in the field of autonomous driving.</p><p>In fact, the current situation of insufficient human resources is also reflected in Xiaomi's patent reserve, which currently lags far behind other technology giants. According to the statistics of Zero One Think Tank, as of the first quarter of 2021, 8,275 domestic companies participated in autonomous driving patent applications, including 14,018 authorized patents, with a total of 40,682 patents. Among them, the three companies with the largest number of patent applications are Baidu (2009), Huawei (1332) and DJI (705). In contrast, according to the intellectual property information of Qichacha, as of March 29, 2021, Xiaomi's patent abstract included a total of 211 patents related to automobiles such as \"engine, navigation, car, driving, radar and driving\", mainly focusing on the layout of network interaction, body control, and energy replenishment.</p><p>Further, taking a patent of Xiaomi entitled \"Vehicle Speed Control Method and Device\" as an example, the patent can control the driving speed of the vehicle to not exceed the traffic limit speed by obtaining the geographical location of the vehicle and according to the speed limit information of the location. Baidu's patent entitled \"Control Method and Device for Autonomous Vehicles\" can combine the distance from the front vehicle, comprehensively judge multiple dimensions such as speed limit, cruising speed and system speed limit, and independently keep the vehicle driving smoothly. By simply comparing the consideration dimensions of the two patents in explaining the actual situation, it can be clearly perceived that autonomous driving is actually a shortcoming for Xiaomi at present. Xiaomi needs to increase investment or recruit talents, so as to catch up in technology.</p><p>However, with the increasing number of players entering the car circuit, the competition has become increasingly fierce. In a report by the Economic Observer, among new car manufacturers, there are the most people in the car circle who plan to go to Didi, and the number of interactions is the highest; Secondly,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>The third place is Jidu Automobile, a cooperation between Baidu and Geely, and the fourth place is Xiaomi Automobile.</p><p>In the descriptions of many automobile practitioners, the uncertainty shown by Xiaomi so far is the primary reason that prevents them from considering changing jobs to Xiaomi. \"After all, I don't know what form Xiaomi will take to make its first car. It is uncertain whether it will start from zero or cooperate with OEM.\"</p><p><img src=\"https://static.tigerbbs.com/84fb8637fb21876fcbea2fbcff4bab3e\" tg-width=\"908\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p><p>△ Hu Zhengnan's response</p><p>Previously, some media broke the news that millet cars had opened hundreds of millions of sky-high prices to \"dig\"<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>Hu Zhengnan, the dean of the institute, but then Hu Zhengnan refuted the rumor in the circle of friends.</p><p>The difficulty of recruiting people is just the first hurdle encountered by Xiaomi on the road of building cars. Xiaomi and Lei Jun themselves may also clearly recognize the difficulty of cross-border car building. When announcing the car building, Lei Jun wrote on Weibo, \"Although Xiaomi is becoming more and more successful in technology, it is a preliminary entry in the hardware industry. Nowadays, it takes fearless courage, firm courage and more knowledge to enter the automobile industry with the highest difficulty of combining software and hardware. This means that in this track, all the accumulation in the past will be cleared\".</p><p>In China, not only traditional car companies are striving to transform towards intelligent electrification, but all kinds of new car manufacturers are also competing to join in, making frequent moves. Accompanied by the industry competition has entered a white-hot stage.<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It is estimated that in the next one to two years,<a href=\"https://laohu8.com/S/600617\">Guoxin Energy</a>There will be more players in the car market, and the competition in the smart electric vehicle market will be similar to the competition in the Chinese battery market. Over the past decade, the number of battery suppliers has dropped sharply, from nearly 200 to fewer than 30 to 40 today. Of those companies that have survived industry competition and consolidation, only 5 to 10 are the best. And the electric vehicle market will also face this problem. Don't think how active China's electric vehicle market is at present. In the end, only a few powerful companies can live well.</p><p><b>02 </b><b>Millet builds cars, and you can't be willful even if you have money</b></p><p><a href=\"https://laohu8.com/S/601901\">Founder Securities</a>In February this year, a research report was released-\"Why Do Mobile Phone Manufacturers Build Cars? The Logic Behind Consumer Electronics to Smart Cars\". According To the report, the reason why mobile phone giants have set foot in the smart electric vehicle market is mainly because the human-based To C consumer Internet pattern has been set, and the enterprise-based To B industrial Internet pattern has also been set, while only the thing-based To T Internet of Things (AIoT) is in its early stages. Therefore, the mobile Internet giant can only make two efforts based on To T at present: First, it can make all long-tail home appliances AIoT Internet of Things, Xiaomi and<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It has been laid out for years. The second is to enter the automobile market with the largest single product market space (far larger than the mobile phone market), and transform the whole automobile industry with digitalization, which is also the only way to leap forward growth.</p><p>It is not difficult to find that giants including Apple and Huawei have laid out IoT intelligent hardware after their smartphones peaked. However, the market scale of home appliances and wearable devices is actually quite limited, which definitely can't support the growth of giants; The car market will be much bigger, and the opportunity for substantial growth in the future is certainly the car.</p><p>Since its establishment in 2010, Xiaomi has been taking \"Born for Fevers\" as its slogan. In fact, another explanation is that the root of Xiaomi's impression on the market lies in \"small profits but quick turnover\", that is, cost performance; You will find that no matter which Xiaomi product it is, it is not necessarily the best, but it must be one of the most cost-effective at the same price point.</p><p>With high-priced products, the sales volume will never be bad, and coupled with relatively conservative production capacity, extremely low inventory can be guaranteed. Although Xiaomi has sacrificed its short-term profitability, it can exchange for excellent liquidity and space for sustainable development.</p><p><img src=\"https://static.tigerbbs.com/a809cddd8c51feffecc93ef136756afb\" tg-width=\"962\" tg-height=\"553\" referrerpolicy=\"no-referrer\"></p><p>△ Xiaomi mobile phone</p><p>It is true that low-profit strategy can exchange increased demand most of the time, but this truth needs a premise, that is, the market of this product still has huge potential. Otherwise, even if it is cheap, on the one hand, the ceiling of increased demand is within reach, and on the other hand, it may enter the stage of vicious competition.</p><p>Precisely, Xiaomi's current smartphone industry has begun to encounter bottlenecks. The growth of the global smartphone market has basically stalled in the past two years. IDC previously predicted that the global smartphone market shipment value would grow at an average compound annual rate of only 4.31% from 2020 to 2023.</p><p>In this context, it is imperative for Xiaomi to build a car. Lei Jun once stated that Xiaomi's biggest confidence in building cars is to \"afford to lose money\". The initial investment in car manufacturing business is 10 billion yuan, and it is estimated that the investment in the next 10 years will be 10 billion USD. According to Xiaomi's 2020 Annual Report, as of December 31, 2020, Xiaomi's total cash resources exceeded 100 billion yuan. This means that, at the current exchange rate, building cars will account for nearly 65% of Xiaomi's current 100 billion cash resources.</p><p>However, it is easy to build a car, but it is not easy to really produce a car in batches and with guaranteed quality. Xiaomi is good at software development and ecological construction, while vehicle manufacturing is an area that Xiaomi has never touched before. How to coordinate hundreds of suppliers, manage the quality of thousands of components, and a series of complex and rigorous testing processes are problems that automobile manufacturing must solve.</p><p>At the same time, even if it invests 10 billion US dollars, Xiaomi will surely enter the stage of mass production or even profit, which is still uncertain. For Xiaomi, the R&D investment of mobile phone business is still important. After all, this is Xiaomi's basic disk. Seemingly sufficient cash reserves are one point for two businesses, and lack of money is still the theme. As we all know, Xiaomi's own profitability is not strong. Because of the pursuit of cost performance, Xiaomi's net profit margin in 2020 was about 5.3%. Compared with other Internet companies, this level basically hovers at the bottom of the industry.</p><p>Xiaomi, which claims to be \"no bad money\", not only has natural advantages in brand, but also has many challenges in entering the car-building track. The cost-effective strategy is difficult to work in today's electric vehicle market. We can't expect Xiaomi to build a model that can overwhelm Hongguang MINI EV in terms of cost performance.</p><p>At the beginning of June, Wang Chuanfu, chairman of BYD, once \"shouted\" Lei Jun, saying, \"5 billion is nothing to Lei, and 100 billion is nothing. The key is to waste your three years. How much are these three years worth?\" After that, Wang Chuanfu explained that this sentence is not to persuade Lei Jun not to build cars, but to have deeper cooperation with Xiaomi in the field of car manufacturing. The implication is that BYD is the most \"well-matched\" car manufacturer in Xiaomi. Don't build your own factory, I can OEM it for you.</p><p>According to Lei Jun's plan, Xiaomi's first car will be launched in about three years. Then, whether it is the accumulation of manufacturing experience or the limitation of product launch time, the self-built factory mode that needs to start from scratch is not suitable for Xiaomi. Therefore, the OEM mode with low requirements for manufacturing experience and quick mass production is almost the only choice for Xiaomi to build a car.</p><p>He Xiaopeng predicts that in the next 5~10 years, the number of global automakers will be reduced to 10 main automakers. Xiaomi, which has spent three months and is still in the recruitment stage, is it in a hurry?</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120042334","content_text":"花了三个月时间还处于招人阶段的小米,着急了吗\n\n自从雷军今年3月30日宣布造车是他“人生最后一次重大创业”,在互联网上轰动至今。在不到三个月的时间里,小米雷厉风行,不仅先后注册小米汽车、米车、米汽等商标,而且先后抢下对纵目科技、禾赛科技两家自动驾驶厂商的投资,甚至还与比亚迪、长城汽车传出结亲“绯闻”。\n与华为、百度、滴滴等其他主要以自动驾驶作为汽车业务核心的公司相比,小米一入局,便明确表示要自己造整车,要打造自己的智能电动汽车品牌。但是客观评价,小米在技术和经验方面无论是与其它先行进入造车领域的互联网科技巨头,或是造车新势力甚至是传统主机厂,还有着较大差距。\n分析人士认为,未来造车的核心在于自动驾驶,而据资料显示,小米目前申请的专利,主要集中在智能座舱上,在自动驾驶领域上的布局几乎空白,相比起百度、华为等,相关专利数量上均处于下风。在智能电动车领域本来就准备不足,特别是自有核心技术明显匮乏的情况下,小米追赶智能电动车新风口,仅靠10年100亿美元是肯定不行的。招兵买马,是小米必然、也是必须的手段。\n而近日以来,小米在官网发布了多个自动驾驶类岗位,并标注“急”,再次引发了外界热议——3个月过去了,小米造车的方向确定了吗?\n01 小米造车,先要招到人\n据小米招聘官网显示,当前正在招聘自动驾驶领域人才,包括数据平台、车载基础架构、决策规划、毫米波算法、开发工具、前端平台开发、嵌入式软件、控制、感知、预测、高精地图、仿真平台、传感器、算法优化、高级惯用算法、超神波雷达算法、激光点云算法、预测、定位等20个岗位。同时,值得注意的是,上述招聘岗位的工作地址均显示为“北京市海淀区\",且每项招聘岗位信息前均标注了“急”字。对此,业界认为,“小米造车研发中心总部或将落户北京\"。\n\n△小米招聘\n从此次招聘信息来看,再结合先前小米投资了纵目科技、禾赛科技两家激光雷达厂商的举动,小米汽车或将从毫米波雷达、激光雷达以及摄像头等多种传感器融合的路线作为切入点。\n业内人士表示,目前小米只是确定了要造车,但是关于具体的产品定位、技术路线、建工厂等问题,从发布会后的3个月时间里业内再也没有明确消息。4月23日,小米集团总裁王翔也在一场论坛中表示,“造车还没有正式开始,提前宣布是想获得更好的全球资源,共同开拓小米汽车”。\n纵观小米内部,目前似乎也没有一位专业汽车领域出身的高层——目前小米汽车由雷军带队、首席战略官王川负责。换句话说,以智能手机、AIoT物联网等移动终端为核心的小米,在造车人才储备上恐怕是比较匮乏的,或许也正是小米近日紧急招聘自动驾驶领域人才的重要原因之一。\n事实上,人才资源不足的现状还反映在小米专利储备上,小米专利储备当前远远落后于其他科技巨头。根据零壹智库统计,截至2021年一季度,国内有8275家公司参与了自动驾驶专利申请,包括授权专利14018件在内,专利合计40682件。其中,专利申请数量最多的3家公司分别是百度(2009件)、华为(1332件)和大疆(705件)。相比之下,根据企查查知识产权信息显示,截至2021年3月29日,小米专利摘要包括“发动机、导航、车、驾驶、雷达、行驶\"等涉及汽车方面的专利总计有211项,主要集中在网联交互、车身控制、充能补能方面的布局。\n更进一步来看,以小米一件名为“车辆速度控制方法及装置”的专利为例,该专利可通过获取车辆所处的地理位置,并根据所在地的限速信息,可以控制该车辆的行驶速度不超过该限行速度。而百度一件名为“用于自动驾驶车辆的控制方法及装置”的专利,可以结合与前车之间的距离,综合判断限速、巡航速度、系统限速等多个维度,自主保持车辆平稳行驶。简单对比两者专利在阐述实际情况的考量维度,可以清晰地感知到,自动驾驶对目前的小米来说其实是个短板。小米需要加大投资或广招人才,从而在技术上加紧追赶。\n然而,随着入局汽车赛道的玩家日益增多,竞争也变得愈发激烈。在经济观察报的一篇报道中,在新造车企业中,汽车圈里计划去滴滴的人最多,互动数量最高;其次是理想汽车,第三名是百度和吉利合作的集度汽车,第四名才是小米汽车。\n在多位汽车从业人员的描述中,小米造车至今表现出的不确定性是阻碍他们考虑跳槽小米的首要原因,“毕竟现在也不知道小米会以什么样的形式去做它的第一款车,是从0开始,还是合作代工都不确定”。\n\n△胡峥楠回应\n此前有媒体爆料,小米汽车曾开出上亿天价“挖角”吉利汽车研究院院长胡峥楠,但随后胡峥楠在朋友圈进行了辟谣。\n招人难只是小米造车道路遇到的第一道坎。小米和雷军本人可能也清晰地认识到跨界造车的难度,在宣布造车时,雷军在微博上写道,“尽管小米在技术上越来越成功,但在硬件工业算是初步入门。如今要迈入软硬件结合难度最高的汽车行业,需要无畏的勇气、坚定的勇气、更多的知识。这意味着在这个赛道里,过去的一切积累将清零”。\n在国内,不仅传统车企正在努力朝着智能电动化方向转型,各类新势力造车企业也争相加入进来,动作频频。伴随着的是行业竞争进入白热化阶段。摩根大通预计,未来一到两年的时间里,中国新能源车市场上将会有更多玩家,智能电动汽车市场的竞争将类似于中国电池市场的竞争。过去十年来,电池供应商数量大幅下降,从近200家下降到如今不到30~40家。在那些从行业竞争和整合中幸存下来的企业中,只有5~10家是最好的。而电动汽车市场也将面临这一问题。不要觉得中国电动车市场当前如何活跃,等到最后,也只有少数实力强大的公司可以活得很好。\n02 小米造车,有钱也不能任性\n方正证券在今年2月发布研究报告——《手机厂商为何要造车?消费电子到智能汽车的背后逻辑》。该报告认为,手机巨头之所以纷纷涉足智能电动车市场,主要是因为,以人为基础的To C消费互联网格局已定,以企业为基础的To B产业互联网格局也已定,而只有以物为基础的To T物联网(AIoT)正处于早期。于是,手机互联网巨头当前只能基于To T去做两种努力:一是可以将所有长尾家电设备AIoT物联网化,小米和苹果已经布局多年。二是进入到单品市场空间最大的汽车市场(远远大于手机市场),用数字化改造整个汽车行业,这也是唯一的跨越式成长之路。\n不难发现的是,包括苹果、华为等巨头在智能手机见顶后,都是布局了IoT智能硬件,但家电设备、可穿戴设备市场规模其实说来相当有限,肯定是支撑不起巨头增长体量;汽车市场就要大太多太多,未来大幅增长的机会当然是汽车。\n小米自2010年成立以来,一直以“为发烧者而生”为口号,其实换个解释就是小米打动市场的根本在于“薄利多销”,也就是性价比;你会发现无论是小米旗下的哪款产品,它不一定是最优秀的,但是一定是在相同价位中性价比最高的之一。\n高配低价的产品,其销量绝对不会差,再加上相对保守的产能,就能保证极低的库存量。小米虽然牺牲了短期的盈利能力,但是能够换取极佳的资金流动性、可持续发展的空间。\n\n△小米手机\n低利润策略能够换取需求增加的确在大多数时候是真理,但是这真理需要一个前提,即该产品的市场还有巨大潜力,否则就算再便宜,一方面需求增加的天花板触手可及,另一方面可能进入恶性竞争阶段。\n恰恰,小米目前所在的智能手机行业已经开始遭遇瓶颈了。全球智能手机市场在近两年增长基本陷入停滞。IDC此前预测,全球智能手机市场出货金额从2020年至2023年的年均复合增长率仅为4.31%。\n这种背景下,小米造车势在必行。雷军曾表态,小米造车最大的底气,是“亏得起”,对造车业务的首期投资为100亿元人民币,预计未来10年的投资额为100亿美元。根据小米2020年报,截至2020年12月31日,小米拥有的现金资源总额超过1000亿元。这意味着,按照现在的汇率,造车将要占据小米目前的1000亿现金资源的近65%。\n不过,造车说起来容易,但真的想把一辆车批量化的、保证质量的生产出来却也并非易事。小米擅长的领域是软件开发、生态搭建,而整车生产制造是小米从未碰触过的领域。怎么协调几百家供应商、管理几千个零部件的质量,以及一系列复杂严苛的测试流程,这是汽车制造必须解决的问题。\n同时,即便投入100亿美元,小米造车就一定能进入量产甚至盈利阶段,目前尚无法确定。而对于小米而言,手机业务的研发投入也依然重要,毕竟这是小米的基本盘。看似充足的现金储备两块业务一分,缺钱依然是主题,而众所周知,小米本身的盈利能力并不强,因为追求性价比,小米在2020年的净利润率约为5.3%。相比较于其他互联网企业,这个水平基本徘徊于行业底部。\n自称“不差钱”的小米除开在品牌上有着天然优势之外,进入造车赛道挑战颇多。性价比策略放到如今的电动车市场上,很难奏效了,我们不能奢望小米可以造出来一辆在性价比上可以压倒宏光MINI EV的车型。\n6月初,比亚迪董事长王传福曾“喊话”雷军称,“50亿对雷总不算啥,1000亿也不是事,关键是浪费你三年时间,这三年时间值多少钱?”之后,王传福解释道,这句话不是劝雷军不要造车,而是希望和小米在造车领域有更深入的合作,言外之意,比亚迪是小米造车最“门当户对”的一个,别自己建工厂了,我可以给你代工。\n按照雷军的计划,小米首款汽车将会在三年后左右推出。那么无论是制造经验的积累程度上,还是从产品上市时间的限制方面,需要从零做起的自建工厂模式并不适合小米,所以对制造经验要求不高、能够快速量产落地的代工模式几乎是小米造车唯一的选择。\n何小鹏预测,未来5~10年全球造车企业会缩减到10家主体汽车企业。花了三个月时间还处于招人阶段的小米,着急了吗?","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":1601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127177633,"gmtCreate":1624841686322,"gmtModify":1703845848510,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127177633","repostId":"1114781145","repostType":4,"repost":{"id":"1114781145","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":1624840076,"share":"https://ttm.financial/m/news/1114781145?lang=en_US&edition=fundamental","pubTime":"2021-06-28 08:27","market":"sh","language":"zh","title":"HKEx: If the black rainstorm warning issued by the Observatory cannot be cancelled at 9 am, pre-market trading will be cancelled","url":"https://stock-news.laohu8.com/highlight/detail?id=1114781145","media":"老虎资讯综合","summary":"港交所:若早上9点仍不能取消天文台发出的黑色暴雨警告,将取消盘前交易。","content":"<p>HKEx: If the black rainstorm warning issued by the Observatory cannot be cancelled at 9: 00 am, pre-market trading will be cancelled.<img src=\"https://static.tigerbbs.com/3990c0a20608d23583a9a9f2cfa0ace3\" tg-width=\"999\" tg-height=\"391\" referrerpolicy=\"no-referrer\"></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>HKEx: If the black rainstorm warning issued by the Observatory cannot be cancelled at 9 am, pre-market trading will be cancelled</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\">\nHKEx: If the black rainstorm warning issued by the Observatory cannot be cancelled at 9 am, pre-market trading will be cancelled\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\">2021-06-28 08:27</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>HKEx: If the black rainstorm warning issued by the Observatory cannot be cancelled at 9: 00 am, pre-market trading will be cancelled.<img src=\"https://static.tigerbbs.com/3990c0a20608d23583a9a9f2cfa0ace3\" tg-width=\"999\" tg-height=\"391\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f1244793084c6388467f46fc7c39784b","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114781145","content_text":"港交所:若早上9点仍不能取消天文台发出的黑色暴雨警告,将取消盘前交易。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126413271,"gmtCreate":1624581418793,"gmtModify":1703840797717,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126413271","repostId":"2146025528","repostType":4,"isVote":1,"tweetType":1,"viewCount":1382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128135472,"gmtCreate":1624505242296,"gmtModify":1703838664415,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/128135472","repostId":"1171242956","repostType":4,"repost":{"id":"1171242956","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":1624497777,"share":"https://ttm.financial/m/news/1171242956?lang=en_US&edition=fundamental","pubTime":"2021-06-24 09:22","market":"us","language":"zh","title":"Opening: Hang Seng Index opened 0.17% higher, New Oriental rose more than 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1171242956","media":"老虎资讯综合","summary":"6月24日讯,港股三大指数高开,恒指涨0.17%报28865点,国指涨0.14%报10688点,恒生科技指数涨0.32%报8045点。盘面上,光伏股强势,福莱特玻璃高开5%,信义玻璃、信义光能等均上涨","content":"<p>On June 24th, the three major indices of Hong Kong stocks opened higher, with the Hang Seng Index rising 0.17% to 28,865 points, the State Index rising 0.14% to 10,688 points, and the Hang Seng Technology Index rising 0.32% to 8,045 points.<img src=\"https://static.tigerbbs.com/bf14c488539ead32bc20f4d3e1881261\" tg-width=\"840\" tg-height=\"470\">On the disk, photovoltaic stocks are strong,<a href=\"https://laohu8.com/S/06865\">Follett Glass</a>Open 5% higher,<a href=\"https://laohu8.com/S/00868\">Xinyi Glass</a>、<a href=\"https://laohu8.com/S/00968\">Xinyi Light Energy</a>Equals are up; The education and pharmaceutical sectors were among the top gainers, with New Oriental rising over 5%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Concept stocks, beer stocks, property management stocks and automobile stocks generally rose.<a href=\"https://laohu8.com/S/601598\">Sinotrans</a>、<a href=\"https://laohu8.com/S/01308\">SITC International</a>And so on all open higher; Big tech stocks rose generally,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>rose by more than 1%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Meituan,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Small gains; Sporting goods stocks were mixed, with Anta open low exceeding 1% and hitting a record high yesterday; Airlines stocks and gambling stocks fell significantly.</p><p><a href=\"https://laohu8.com/S/01478\">Qiu Ti Technology</a>It rose by nearly 3%, and spun off Kunshanqiu Titanium Microelectronics to submit a listing application to the Growth Enterprise Market of Shenzhen Stock Exchange.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening: Hang Seng Index opened 0.17% higher, New Oriental rose more than 5%</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{ 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpening: Hang Seng Index opened 0.17% higher, New Oriental rose more than 5%\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\">2021-06-24 09:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 24th, the three major indices of Hong Kong stocks opened higher, with the Hang Seng Index rising 0.17% to 28,865 points, the State Index rising 0.14% to 10,688 points, and the Hang Seng Technology Index rising 0.32% to 8,045 points.<img src=\"https://static.tigerbbs.com/bf14c488539ead32bc20f4d3e1881261\" tg-width=\"840\" tg-height=\"470\">On the disk, photovoltaic stocks are strong,<a href=\"https://laohu8.com/S/06865\">Follett Glass</a>Open 5% higher,<a href=\"https://laohu8.com/S/00868\">Xinyi Glass</a>、<a href=\"https://laohu8.com/S/00968\">Xinyi Light Energy</a>Equals are up; The education and pharmaceutical sectors were among the top gainers, with New Oriental rising over 5%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Concept stocks, beer stocks, property management stocks and automobile stocks generally rose.<a href=\"https://laohu8.com/S/601598\">Sinotrans</a>、<a href=\"https://laohu8.com/S/01308\">SITC International</a>And so on all open higher; Big tech stocks rose generally,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>rose by more than 1%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Meituan,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Small gains; Sporting goods stocks were mixed, with Anta open low exceeding 1% and hitting a record high yesterday; Airlines stocks and gambling stocks fell significantly.</p><p><a href=\"https://laohu8.com/S/01478\">Qiu Ti Technology</a>It rose by nearly 3%, and spun off Kunshanqiu Titanium Microelectronics to submit a listing application to the Growth Enterprise Market of Shenzhen Stock Exchange.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b3b5e72649367d0aafd9bcbbca9bcd1","relate_stocks":{"159938":"医药","513600":"恒生指数ETF南方","02833":"恒指ETF","HSI":"恒生指数","09939":"开拓药业-B"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171242956","content_text":"6月24日讯,港股三大指数高开,恒指涨0.17%报28865点,国指涨0.14%报10688点,恒生科技指数涨0.32%报8045点。盘面上,光伏股强势,福莱特玻璃高开5%,信义玻璃、信义光能等均上涨;教育、医药板块涨幅居前,新东方涨超5%,特斯拉概念股、啤酒股、物管股、汽车股普遍上扬,中国外运、海丰国际等皆高开;大型科技股普涨,阿里巴巴涨超1%,百度、美团、腾讯小幅上涨;体育用品股涨跌不一,安踏低开逾1%,昨日曾创历史新高;航空股、濠赌股走低明显。\n丘钛科技涨近3%,分拆昆山丘钛微电子向深交所创业板提交上市申请。","news_type":1,"symbols_score_info":{"159938":0.9,"513600":0.9,"09939":0.9,"02833":0.9,"HHImain":0.9,"HSI":0.9,"MCHmain":0.9,"HSImain":0.9,"MHImain":0.9}},"isVote":1,"tweetType":1,"viewCount":1476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180258108,"gmtCreate":1623207986604,"gmtModify":1704198385438,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180258108","repostId":"2142299702","repostType":4,"repost":{"id":"2142299702","kind":"highlight","pubTimestamp":1623207406,"share":"https://ttm.financial/m/news/2142299702?lang=en_US&edition=fundamental","pubTime":"2021-06-09 10:56","market":"hk","language":"zh","title":"Oil prices hit a two-year high, holdings jump, and bulls are already betting on $100","url":"https://stock-news.laohu8.com/highlight/detail?id=2142299702","media":"华尔街见闻","summary":"有激进者开始押注2021年12月交付的100美元/桶的原油看涨期权,上周该类型的合约涉及3200万桶原油。而去年年底,这一类型的合约交易量为零。","content":"<p>Although it briefly fell on Monday, the price of Brent oil reached its highest level in more than two years on Tuesday. U.S. oil rose above $70 for the first time in more than two and a half years.</p><p>On Tuesday,<a href=\"https://laohu8.com/S/USEG\">U.S. Energy</a>The Information Agency (EIA) raised this year's WTI and Brent oil price forecasts to $61.85/barrel and $65.19/barrel, respectively, 5% and 4.7% higher than the May forecast price.<b>After the report was released, crude oil futures prices continued their rally.</b></p><p>London<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>The price of Brent crude oil futures for August delivery closed up 1.02% at $72.22/barrel, a new high for the main contract since May 16, 2019.</p><p>WTI crude oil futures for July delivery on the New York Mercantile Exchange closed up 1.18% at $70.05/barrel. This is the first time that WTI crude oil futures have closed above the $70 mark since October 2018.</p><p><h2>Why Oil Prices Are Rising</h2>Crude oil prices have continued to rise in recent weeks. Among them, the price of Brent oil has risen by nearly 40% since this year.</p><p>Accept<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>Analysts surveyed by Platts expected, on average, that U.S. crude oil inventories released on Wednesday in the last week's EIA would fall by 4.1 million barrels, meaning that U.S. crude oil inventories fell for the third consecutive week.</p><p><b>In addition to falling inventories</b>A large part of the reason for the rise in oil prices is that with the global COVID-19 vaccination process continuing to advance,<b>The market expects a rebound in crude oil demand.</b></p><p>CNBC quotes Commerzbank's analysis:</p><p>The fundamental environment for the crude oil market remains favourable. After some countries and regions lifted COVID-19 lockdown restrictions, crude oil demand in the United States and Europe is recovering strongly. In addition,<b>Supply constraints by OPEC and its allies have also helped support prices</b>。 On Monday, U.S. Secretary of State Antony Blinken said:</p><p>Hundreds of U.S. sanctions against Tehran will remain in place even if the U.S. reaches a nuclear deal with Iran. That means there won't be a lot of Iranian oil supply markets. Phil Flynn, senior analyst at Price Futures Group in Chicago, said:</p><p>According to Blinken, even if a deal is actually reached, there is still a long way to go. All those expecting a flood of oil will be disappointed.<h2>Bulls bet oil prices will rise to $100</h2><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Commodity market open interests are expected to surge by about $34 billion week-over-week to a seasonal peak of $1.25 trillion, just 2% below the all-time peak in May 2018.</p><p><img src=\"https://wpimg.wallstcn.com/29e9903e-2205-4d4c-a497-6152c69ebcb8.png\" tg-width=\"454\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p><p>Energy market holdings rose the most since April and have already surpassed the short-term peak of $553 billion in March this year.</p><p><img src=\"https://wpimg.wallstcn.com/2e1f1858-1b70-4876-a9e4-8a0e1fd73252.png\" tg-width=\"647\" tg-height=\"471\" referrerpolicy=\"no-referrer\">It is worth noting for crude oil bulls that,<b>NYMEX WTI Long-Term Trading Signal Nears' Sell-to-Buy' Conversion for First Time Since January 2020</b>。</p><p>Analysts believe that crude oil prices are now at their highest levels since 2018 and are on track to break through the highs of October 2018.</p><p>\"Commodity Standard Bearer\"<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Since March, it has said that falling oil prices are a good opportunity to buy, and predicted that Brent crude oil will reach $80 a barrel this summer.</p><p>At the time of the pullback/retracement of oil prices in May, Goldman Sachs still reiterated that the oil price would rise to $80/barrel. At present, the current oil price is not far from Goldman's forecast.<img src=\"https://wpimg.wallstcn.com/dfba6424-18a8-462c-874d-1bf409642c63.png\" tg-width=\"896\" tg-height=\"594\" referrerpolicy=\"no-referrer\"><b>Traders on Wall Street are starting to bet on $100 per barrel crude oil calls for December 2022 delivery</b>。</p><p>The fund owned by Adam Webb, chief investment officer of Blue Creek Capital Management LLC, sold puts on crude oil and switched to buying calls at $100/barrel. This type of contract involves more than 60 million barrels of crude oil, according to options data provider QuikStrike.</p><p>Some more activists are directly starting to bet on the $100/barrel crude oil call option for delivery in December 2021, which involved 32 million barrels of crude oil last week. At the end of last year, the volume of this type of contract was zero.</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oil prices hit a two-year high, holdings jump, and bulls are already betting on $100</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\">\nOil prices hit a two-year high, holdings jump, and bulls are already betting on $100\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-09 10:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Although it briefly fell on Monday, the price of Brent oil reached its highest level in more than two years on Tuesday. U.S. oil rose above $70 for the first time in more than two and a half years.</p><p>On Tuesday,<a href=\"https://laohu8.com/S/USEG\">U.S. Energy</a>The Information Agency (EIA) raised this year's WTI and Brent oil price forecasts to $61.85/barrel and $65.19/barrel, respectively, 5% and 4.7% higher than the May forecast price.<b>After the report was released, crude oil futures prices continued their rally.</b></p><p>London<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>The price of Brent crude oil futures for August delivery closed up 1.02% at $72.22/barrel, a new high for the main contract since May 16, 2019.</p><p>WTI crude oil futures for July delivery on the New York Mercantile Exchange closed up 1.18% at $70.05/barrel. This is the first time that WTI crude oil futures have closed above the $70 mark since October 2018.</p><p><h2>Why Oil Prices Are Rising</h2>Crude oil prices have continued to rise in recent weeks. Among them, the price of Brent oil has risen by nearly 40% since this year.</p><p>Accept<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>Analysts surveyed by Platts expected, on average, that U.S. crude oil inventories released on Wednesday in the last week's EIA would fall by 4.1 million barrels, meaning that U.S. crude oil inventories fell for the third consecutive week.</p><p><b>In addition to falling inventories</b>A large part of the reason for the rise in oil prices is that with the global COVID-19 vaccination process continuing to advance,<b>The market expects a rebound in crude oil demand.</b></p><p>CNBC quotes Commerzbank's analysis:</p><p>The fundamental environment for the crude oil market remains favourable. After some countries and regions lifted COVID-19 lockdown restrictions, crude oil demand in the United States and Europe is recovering strongly. In addition,<b>Supply constraints by OPEC and its allies have also helped support prices</b>。 On Monday, U.S. Secretary of State Antony Blinken said:</p><p>Hundreds of U.S. sanctions against Tehran will remain in place even if the U.S. reaches a nuclear deal with Iran. That means there won't be a lot of Iranian oil supply markets. Phil Flynn, senior analyst at Price Futures Group in Chicago, said:</p><p>According to Blinken, even if a deal is actually reached, there is still a long way to go. All those expecting a flood of oil will be disappointed.<h2>Bulls bet oil prices will rise to $100</h2><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Commodity market open interests are expected to surge by about $34 billion week-over-week to a seasonal peak of $1.25 trillion, just 2% below the all-time peak in May 2018.</p><p><img src=\"https://wpimg.wallstcn.com/29e9903e-2205-4d4c-a497-6152c69ebcb8.png\" tg-width=\"454\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p><p>Energy market holdings rose the most since April and have already surpassed the short-term peak of $553 billion in March this year.</p><p><img src=\"https://wpimg.wallstcn.com/2e1f1858-1b70-4876-a9e4-8a0e1fd73252.png\" tg-width=\"647\" tg-height=\"471\" referrerpolicy=\"no-referrer\">It is worth noting for crude oil bulls that,<b>NYMEX WTI Long-Term Trading Signal Nears' Sell-to-Buy' Conversion for First Time Since January 2020</b>。</p><p>Analysts believe that crude oil prices are now at their highest levels since 2018 and are on track to break through the highs of October 2018.</p><p>\"Commodity Standard Bearer\"<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Since March, it has said that falling oil prices are a good opportunity to buy, and predicted that Brent crude oil will reach $80 a barrel this summer.</p><p>At the time of the pullback/retracement of oil prices in May, Goldman Sachs still reiterated that the oil price would rise to $80/barrel. At present, the current oil price is not far from Goldman's forecast.<img src=\"https://wpimg.wallstcn.com/dfba6424-18a8-462c-874d-1bf409642c63.png\" tg-width=\"896\" tg-height=\"594\" referrerpolicy=\"no-referrer\"><b>Traders on Wall Street are starting to bet on $100 per barrel crude oil calls for December 2022 delivery</b>。</p><p>The fund owned by Adam Webb, chief investment officer of Blue Creek Capital Management LLC, sold puts on crude oil and switched to buying calls at $100/barrel. This type of contract involves more than 60 million barrels of crude oil, according to options data provider QuikStrike.</p><p>Some more activists are directly starting to bet on the $100/barrel crude oil call option for delivery in December 2021, which involved 32 million barrels of crude oil last week. At the end of last year, the volume of this type of contract was zero.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3632511\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e62f8ab97654b9d4f235a7b85cd8647e","relate_stocks":{"SCO":"二倍做空彭博原油指数ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","DDG":"ProShares做空石油与天然气ETF","UCO":"二倍做多彭博原油ETF","USO":"美国原油ETF","DWT":"三倍做空原油ETN"},"source_url":"https://wallstreetcn.com/articles/3632511","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142299702","content_text":"虽然周一曾短暂回落,但布油价格周二刷新两年多来最高位。美油则逾两年半来首次升破70美元。周二,美国能源信息署(EIA)分别将今年的WTI和布伦特油价预期上调至61.85美元/桶和65.19美元/桶,较5月预计价分别上调5%和4.7%。报告公布后,原油期货价格延续涨势。伦敦洲际交易所8月交割的布伦特原油期货价格收涨1.02%,报72.22美元/桶,创2019年5月16日以来主力合约收盘新高。纽约商品交易所7月交割的WTI原油期货价格收涨1.18%,报70.05美元/桶。这是WTI原油期货自2018年10月以来首次收盘站上70美元关口。油价为什么上涨最近几周,原油价格持续上涨。其中布油价格更是自今年以来上涨了近40%。接受标普全球普氏能源资讯调查的分析师平均预期,周三公布的美国上周EIA原油库存将减少410万桶,这意味着美国原油库存连续第三周下降。除了库存下降,油价上涨还有很大一部分原因是随着全球新冠疫苗接种进程的不断推进,市场预期原油需求会反弹。CNBC援引德国商业银行的分析:原油市场的基本环境仍然有利。在部分国家和地区取消新冠疫情封锁限制后,美国、欧洲的原油需求都正在强劲复苏。此外,石油输出国组织及其盟国对供应的限制也有助于支撑价格。周一,美国国务卿安东尼·布林肯表示:即使美国与伊朗达成核协议,美国对德黑兰的数百项制裁仍将继续实施。这意味着不会有很多伊朗石油供应市场。芝加哥Price Futures Group的高级分析师Phil Flynn对此表示:根据布林肯的说法,即使真的达成协议,还有很长的路要走。所有那些期待石油泛滥的人都会失望的。多头押注油价将升至100美元摩根大通预计,大宗商品市场未平仓合约周环比飙升约340亿美元,达到季节性峰值的1.25万亿美元,仅比2018年5月的历史峰值低2%。能源市场的持仓量创4月来最大增幅,并且已经超过了今年3月5530亿美元的短期高峰。值得原油多头注意的是,纽约商品交易所WTI长期交易信号自2020年1月以来首次接近“卖出到买入”的转换。分析师认为,原油价格目前已经处于2018年以来的最高水平,并且有望突破2018年10月的高点。“商品旗手”高盛自今年三月起就表示,回落的油价是买入的好机会,并预测布伦特原油今年夏天将达到每桶80美元。在5月油价出现回撤之际,高盛仍再次重申,油价将涨到80美元/桶。目前来看,当前油价距高盛的预测不远了。华尔街的交易员们开始押注于2022年12月交付的每桶100美元的原油看涨期权。Blue Creek Capital Management LLC的首席投资官Adam Webb旗下的基金出售了原油看跌期权,并转而购买100美元/桶的看涨期权。据期权数据提供商QuikStrike的数据,该类型合约涉及超过6000万桶原油。更有一些激进者直接开始押注2021年12月交付的100美元/桶的原油看涨期权,上周该类型的合约涉及3200万桶原油。而去年年底,这一类型的合约交易量为零。","news_type":1,"symbols_score_info":{"BZmain":0.9,"CLmain":0.9,"DWTIF":0.9,"DWT":0.9,"QMmain":0.9,"UWTIF":0.9,"DDG":0.9,"UCO":0.9,"SCO":0.9,"USO":0.9,"DUG":0.9}},"isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9011162386,"gmtCreate":1648829731483,"gmtModify":1676534407164,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"Good news ","listText":"Good news ","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011162386","repostId":"1154335998","repostType":4,"repost":{"id":"1154335998","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648826062,"share":"https://ttm.financial/m/news/1154335998?lang=en_US&edition=fundamental","pubTime":"2022-04-01 23:14","market":"us","language":"en","title":"Sea and Grab Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1154335998","media":"Tiger Newspress","summary":"Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than ","content":"<html><head></head><body><p>Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than 5%.</p><p><img src=\"https://static.tigerbbs.com/93dc7173e25ee7b58342967242e5a5c9\" tg-width=\"415\" tg-height=\"115\" width=\"100%\" height=\"auto\"/></p><p></p><p></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea and Grab Stocks Climbed in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea and Grab Stocks Climbed in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-01 23:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than 5%.</p><p><img src=\"https://static.tigerbbs.com/93dc7173e25ee7b58342967242e5a5c9\" tg-width=\"415\" tg-height=\"115\" width=\"100%\" height=\"auto\"/></p><p></p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154335998","content_text":"Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than 5%.","news_type":1,"symbols_score_info":{"SE":0.9,"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":3234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081455988,"gmtCreate":1650270509187,"gmtModify":1676534683319,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XLE\">$能源ETF(XLE)$</a>good","listText":"<a href=\"https://ttm.financial/S/XLE\">$能源ETF(XLE)$</a>good","text":"$能源ETF(XLE)$good","images":[{"img":"https://community-static.tradeup.com/news/6abd240c50b9e161b9f501a1668a5d0d","width":"1242","height":"1968"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081455988","isVote":1,"tweetType":1,"viewCount":2464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9098346709,"gmtCreate":1644030944525,"gmtModify":1676533884400,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098346709","repostId":"1186055185","repostType":4,"repost":{"id":"1186055185","kind":"news","pubTimestamp":1644022812,"share":"https://ttm.financial/m/news/1186055185?lang=en_US&edition=fundamental","pubTime":"2022-02-05 09:00","market":"us","language":"zh","title":"Buffett reproduces \"God Operation\"! Five Japanese trading companies bought during the pandemic made big gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1186055185","media":"华尔街见闻","summary":"摘要:91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人,疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报,巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回","content":"<p><html><head></head><body>Summary: The 91-year-old Buffett is the only one of the world's ten richest people whose net worth has grown year-to-date, with five of Japan's largest trading companies betting on during the pandemic getting excess returns amid soaring commodity prices, and Buffett also making significant investment returns by betting on these companies to go indirectly long on commodities. \"Stock God\" is \"Stock God\" after all.</p><p>In August 2020, Buffett's Berkshire Hathaway rocked the Japanese market by announcing a total of $6 billion in capital injections into five of the country's largest trading companies. At the time, the companies were still addressing declining profits caused by reduced demand for fuel and raw materials due to the pandemic.</p><p>In August 2021, as commodity prices soared, the combined value of Berkshire's stakes in the five companies increased by about $2 billion, delivering a return of more than 30% before Dividend revenue.</p><p>These Japanese companies, in which Buffett holds a stake, have been the biggest winners in the red-hot commodity rally after supply constraints and geopolitical tensions, coupled with a rebound in demand, sent commodities like energy, metals and crops soaring in 2022.</p><p>This also means that Buffett is indirectly long in commodities by holding these companies.</p><p>Wall Street mentioned earlier that Morgan Stanley believes that \"commodities will continue to outperform stocks this year\", and that five factors, including inflation protection, energy transition, geopolitical risks, reopening and underinvestment, will continue to support commodity prices.</p><p>It is not just Morgan Stanley that is bullish on commodities. Karen Karniol-Tambour, an executive at Bridgewater, the world's number one hedge fund, similarly said that commodities are the most underutilized hedge against inflation as the economy expands and prices rise.</p><p>Buffett's five companies are Itochu Corporation, Marubeni Corporation, Mitsubishi Corporation, Mitsui & Co. and Sumitomo Corporation. In Japan, these companies are often called sogo shosha, but they are more like investment banks or private equity firms, with dizzying businesses and portfolios. The recent price rebound from crude oil to iron ore has directly boosted its revenue outlook.</p><p>Marubeni Corp., for example, surged to an all-time high on Thursday after the company raised its full-year forecast and announced a buyback plan. Others such as Mitsubishi, Itochu and Mitsui have also raised their forecasts.</p><p>Although Marubeni CEO Masumi Kakinoki \"modestly\" said that \"the increase is outrageous and we are calmly assessing. The outlook may be uncertain and other companies don't want to rely too much on commodities.\" But it is undeniable that these companies are the largest investors in Japan's overseas energy and metals assets, benefiting from the current market and the fact that they are also profiting from regional price arbitrage.</p><p>Buffett, 91, is the only one of the world's ten richest people whose net worth has grown year-to-date, according to Bloomberg news. Value Investing The cornerstone of Buffett's investment philosophy and the focus of his Berkshire Hathaway, its cumulative 4.45% gain since the start of the year has outperformed technology companies and the S&P 500 over the same period.</p><p>Wall Street's earlier article also mentioned that under the background of the Federal Reserve's tightening of monetary policy, the value stocks of U.S. stocks will outperform the growth stocks in 2022. Buffett and Berkshire, which have always been known as the \"weather vane of bulls and bears\", may profit from the current market, and their long-term investment concept will be rewarded again. Berkshire Hathaway's market value has surpassed Meta's, and it is also expected to impact the next trillion-dollar company.</p><p></body></html></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buffett reproduces \"God Operation\"! Five Japanese trading companies bought during the pandemic made big gains</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\">\nBuffett reproduces \"God Operation\"! Five Japanese trading companies bought during the pandemic made big gains\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-02-05 09:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: The 91-year-old Buffett is the only one of the world's ten richest people whose net worth has grown year-to-date, with five of Japan's largest trading companies betting on during the pandemic getting excess returns amid soaring commodity prices, and Buffett also making significant investment returns by betting on these companies to go indirectly long on commodities. \"Stock God\" is \"Stock God\" after all.</p><p>In August 2020, Buffett's Berkshire Hathaway rocked the Japanese market by announcing a total of $6 billion in capital injections into five of the country's largest trading companies. At the time, the companies were still addressing declining profits caused by reduced demand for fuel and raw materials due to the pandemic.</p><p>In August 2021, as commodity prices soared, the combined value of Berkshire's stakes in the five companies increased by about $2 billion, delivering a return of more than 30% before Dividend revenue.</p><p>These Japanese companies, in which Buffett holds a stake, have been the biggest winners in the red-hot commodity rally after supply constraints and geopolitical tensions, coupled with a rebound in demand, sent commodities like energy, metals and crops soaring in 2022.</p><p>This also means that Buffett is indirectly long in commodities by holding these companies.</p><p>Wall Street mentioned earlier that Morgan Stanley believes that \"commodities will continue to outperform stocks this year\", and that five factors, including inflation protection, energy transition, geopolitical risks, reopening and underinvestment, will continue to support commodity prices.</p><p>It is not just Morgan Stanley that is bullish on commodities. Karen Karniol-Tambour, an executive at Bridgewater, the world's number one hedge fund, similarly said that commodities are the most underutilized hedge against inflation as the economy expands and prices rise.</p><p>Buffett's five companies are Itochu Corporation, Marubeni Corporation, Mitsubishi Corporation, Mitsui & Co. and Sumitomo Corporation. In Japan, these companies are often called sogo shosha, but they are more like investment banks or private equity firms, with dizzying businesses and portfolios. The recent price rebound from crude oil to iron ore has directly boosted its revenue outlook.</p><p>Marubeni Corp., for example, surged to an all-time high on Thursday after the company raised its full-year forecast and announced a buyback plan. Others such as Mitsubishi, Itochu and Mitsui have also raised their forecasts.</p><p>Although Marubeni CEO Masumi Kakinoki \"modestly\" said that \"the increase is outrageous and we are calmly assessing. The outlook may be uncertain and other companies don't want to rely too much on commodities.\" But it is undeniable that these companies are the largest investors in Japan's overseas energy and metals assets, benefiting from the current market and the fact that they are also profiting from regional price arbitrage.</p><p>Buffett, 91, is the only one of the world's ten richest people whose net worth has grown year-to-date, according to Bloomberg news. Value Investing The cornerstone of Buffett's investment philosophy and the focus of his Berkshire Hathaway, its cumulative 4.45% gain since the start of the year has outperformed technology companies and the S&P 500 over the same period.</p><p>Wall Street's earlier article also mentioned that under the background of the Federal Reserve's tightening of monetary policy, the value stocks of U.S. stocks will outperform the growth stocks in 2022. Buffett and Berkshire, which have always been known as the \"weather vane of bulls and bears\", may profit from the current market, and their long-term investment concept will be rewarded again. Berkshire Hathaway's market value has surpassed Meta's, and it is also expected to impact the next trillion-dollar company.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3651193\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.A":"伯克希尔"},"source_url":"https://wallstreetcn.com/articles/3651193","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1186055185","content_text":"摘要:91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人,疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报,巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回报。“股神”到底是“股神”。2020年8月,巴菲特旗下伯克希尔哈撒韦宣布向日本五家最大贸易公司注资共60亿美元,震动了日本市场。当时这些公司还在解决因疫情原因减少的燃料及原材料需求导致的利润下降问题。2021年8月,随着大宗商品价格的飙升,伯克希尔所持有的这五家公司股份的总价值增加了约20亿美元,回报率超过30%,而这一回报率还未计入股息收入。2022年,由于供应限制和地缘政治紧张局势,再加上需求反弹,导致能源、金属和农作物等大宗商品价格飙升,而巴菲特所持股的这些日本公司一直是大宗商品红火涨势中的最大赢家。这也意味着,巴菲特通过持有这些公司间接做多大宗商品。华尔街稍早前文章提及,摩根士丹利认为“商品今年将继续跑赢股票”,通胀保护、能源转型、地缘风险、重新开放和投资不足这五大因素将继续支持大宗商品价格。不仅仅是大摩唱多大宗商品,全球头号对冲基金桥水高管Karen Karniol-Tambour同样表示,随着经济的扩张和价格的上涨,大宗商品是最未被充分利用的对冲通货膨胀的工具。巴菲特投资的这五家公司,分别是伊藤忠商事、丸红公司、三菱商事、三井物产和住友商事。在日本,这些公司通常被称为综合商社(sogo shosha),但他们更类似投资银行或者私募股权投资公司,都拥有令人眼花缭乱的业务和投资组合。近期从原油到铁矿石的价格反弹直接提高了其收入前景。比如丸红公司Marubeni Corp.本周四股价就飙升至历史最高点,此前该公司提高了全年预测并宣布了回购计划。其他例如三菱、伊藤忠和三井物产也提高了他们的预测。尽管丸红的首席执行官Masumi Kakinoki“谦虚”的表示“涨幅离谱,我们正在冷静地评估。前景可能是不确定的,其他公司也不希望过于依赖商品。”但不可否认的是,这些公司是日本海外能源和金属资产的最大投资者,受益于当前的行情以及其也从区域价格套利中获利。据彭博社消息称,91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人。价值投资巴菲特投资理念的基石,也是他的伯克希尔-哈撒韦公司的重点,自今年年初以来,其累计涨幅4.45%的表现超过了同期科技公司和标准普尔500指数。华尔街见闻稍早前文章也提及,在美联储收紧货币政策的大背景下,美股价值股将在2022年跑赢成长股,素来有“牛熊的风向标”之称的巴菲特和伯克希尔或将在当前行情中收益,其长期投资的理念再次得到回报,伯克希尔哈撒韦市值已经超过Meta,而且也有望冲击下一个万亿美元级的公司。","news_type":1,"symbols_score_info":{"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":3320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954211348,"gmtCreate":1676386002085,"gmtModify":1676386004655,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/PDD 20230317 70.0 PUT\">$PDD 20230317 70.0 PUT$ 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