Ivan6096 personal page - To The Moon

Ivan6096

Ivan6096

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2023-02-14

$PDD 20230317 70.0 PUT$ $PDD 20230317 70.0 PUT$

2022-04-18

$能源ETF(XLE)$good

2022-04-02

Good news

Sea and Grab Stocks Climbed in Morning Trading

2022-02-05

👍

Buffett makes another "brilliant move"! Five Japanese trading companies acquired during the pandemic made a fortune

2021-09-18

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2021-09-10

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2021-08-25

????????

2021-08-06

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2021-08-01

????????????

2021-07-28

?????

2021-07-22

?????

2021-06-29

l?????????

If Xiaomi doesn't start manufacturing cars now, it will be too late.

2021-06-28

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Hong Kong Stock Exchange: If the black rainstorm warning issued by the Observatory cannot be lifted by 9:00 AM, pre-market trading will be cancelled.

2021-06-25

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Foreign media headlines: Biden announces infrastructure agreement with bipartisan senatorial groups

2021-06-24

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Opening: The Hang Seng Index opened 0.17% higher, with New Oriental rising over 5%.

2021-06-09

?

Oil prices hit a two-year high, and open interest surged, with bulls already betting $100.

Go to Tiger App to see more news

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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":{"GRAB":"Grab Holdings","SE":"Sea Ltd"},"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":4969,"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":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583931290753281","authorIdStr":"3583931290753281"},"themes":[],"title":"","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 makes another \"brilliant move\"! Five Japanese trading companies acquired during the pandemic made a fortune","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>Abstract: At 91 years old, Warren Buffett is the only one of the world's ten richest people whose net worth has increased since the beginning of the year. During the pandemic, bets on Japan's five largest trading companies yielded excess returns as commodity prices soared, and Buffett also obtained considerable investment returns by betting on these companies to indirectly go long on commodities. The \"Oracle of Omaha\" is indeed the \"Oracle of Omaha\".</p><p>In August 2020, Berkshire Hathaway, owned by Warren Buffett, announced a total investment of $6 billion in five of Japan's largest trading companies, which shocked the Japanese market. At the time, these companies were also addressing the problem of 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 total value of Berkshire's holdings in these five companies increased by approximately $2 billion, representing a return of over 30%, a return that did not include Dividend revenue.</p><p>In 2022, supply constraints and geopolitical tensions, coupled with a rebound in demand, led to a surge in the prices of commodities such as energy, metals, and crops, and these Japanese companies owned by Buffett have been the biggest winners in the commodity boom.</p><p>This also means that Buffett indirectly goes long on commodities by holding these companies.</p><p>As mentioned in an earlier article on Wall Street, Morgan Stanley believes that \"commodities will continue to outperform stocks this year,\" with five factors—inflation protection, energy transition, geopolitical risks, reopening, and underinvestment—continuing to support commodity prices.</p><p>It's not just Morgan Stanley who is bullish on commodities; Karen Karniol-Tambour, an executive at Bridgewater Associates, the world's leading hedge fund, also stated that with economic expansion and rising prices, commodities are the least fully utilized tool to hedge against inflation.</p><p>The five companies invested in by Buffett are Itochu Corporation, Marubeni Corporation, Mitsubishi Corporation, Mitsui & Co., and Sumitomo Corporation. In Japan, these companies are often referred to as sogo shosha, but they are more like investment banks or private equity firms, both with dazzling businesses and portfolios. The recent rebound in prices from crude oil to iron ore has directly improved its revenue outlook.</p><p>For example, Marubeni Corp. shares surged to an all-time high on Thursday after the company raised its full-year forecast and announced a share buyback program. Others, such as Mitsubishi, Itochu, and Mitsui & Co., also raised their forecasts.</p><p>Although Marubeni CEO Masumi Kakinoki \"humbly\" stated, \"The price increases are outrageous, and we are calmly assessing them. The outlook may be uncertain, and other companies do not want to rely too heavily on commodities,\" it is undeniable that these companies are the largest investors in Japan's overseas energy and metals assets, benefiting from current market conditions and also profiting from regional price arbitrage.</p><p>According to Bloomberg, 91-year-old Warren Buffett is the only one of the world's ten richest people whose net worth has increased since the beginning of the year. Value investing is the cornerstone of Buffett's investment philosophy and a key focus of his Berkshire Hathaway company. Since the beginning of this year, its cumulative gain of 4.45% has outperformed technology companies and the S&P 500 index during the same period.</p><p>As mentioned in an earlier article on Wall Street Insights, against the backdrop of the Federal Reserve's tightening monetary policy, US value stocks will outperform growth stocks in 2022. Warren Buffett and Berkshire Hathaway, who are known as \"bellwethers of bull and bear markets,\" may benefit from the current market conditions. Their long-term investment philosophy has once again paid off, and Berkshire Hathaway's market capitalization has surpassed Meta's, and it is also expected to challenge 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 makes another \"brilliant move\"! Five Japanese trading companies acquired during the pandemic made a fortune</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 makes another \"brilliant move\"! Five Japanese trading companies acquired during the pandemic made a fortune\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>Abstract: At 91 years old, Warren Buffett is the only one of the world's ten richest people whose net worth has increased since the beginning of the year. During the pandemic, bets on Japan's five largest trading companies yielded excess returns as commodity prices soared, and Buffett also obtained considerable investment returns by betting on these companies to indirectly go long on commodities. The \"Oracle of Omaha\" is indeed the \"Oracle of Omaha\".</p><p>In August 2020, Berkshire Hathaway, owned by Warren Buffett, announced a total investment of $6 billion in five of Japan's largest trading companies, which shocked the Japanese market. At the time, these companies were also addressing the problem of 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 total value of Berkshire's holdings in these five companies increased by approximately $2 billion, representing a return of over 30%, a return that did not include Dividend revenue.</p><p>In 2022, supply constraints and geopolitical tensions, coupled with a rebound in demand, led to a surge in the prices of commodities such as energy, metals, and crops, and these Japanese companies owned by Buffett have been the biggest winners in the commodity boom.</p><p>This also means that Buffett indirectly goes long on commodities by holding these companies.</p><p>As mentioned in an earlier article on Wall Street, Morgan Stanley believes that \"commodities will continue to outperform stocks this year,\" with five factors—inflation protection, energy transition, geopolitical risks, reopening, and underinvestment—continuing to support commodity prices.</p><p>It's not just Morgan Stanley who is bullish on commodities; Karen Karniol-Tambour, an executive at Bridgewater Associates, the world's leading hedge fund, also stated that with economic expansion and rising prices, commodities are the least fully utilized tool to hedge against inflation.</p><p>The five companies invested in by Buffett are Itochu Corporation, Marubeni Corporation, Mitsubishi Corporation, Mitsui & Co., and Sumitomo Corporation. In Japan, these companies are often referred to as sogo shosha, but they are more like investment banks or private equity firms, both with dazzling businesses and portfolios. The recent rebound in prices from crude oil to iron ore has directly improved its revenue outlook.</p><p>For example, Marubeni Corp. shares surged to an all-time high on Thursday after the company raised its full-year forecast and announced a share buyback program. Others, such as Mitsubishi, Itochu, and Mitsui & Co., also raised their forecasts.</p><p>Although Marubeni CEO Masumi Kakinoki \"humbly\" stated, \"The price increases are outrageous, and we are calmly assessing them. The outlook may be uncertain, and other companies do not want to rely too heavily on commodities,\" it is undeniable that these companies are the largest investors in Japan's overseas energy and metals assets, benefiting from current market conditions and also profiting from regional price arbitrage.</p><p>According to Bloomberg, 91-year-old Warren Buffett is the only one of the world's ten richest people whose net worth has increased since the beginning of the year. Value investing is the cornerstone of Buffett's investment philosophy and a key focus of his Berkshire Hathaway company. Since the beginning of this year, its cumulative gain of 4.45% has outperformed technology companies and the S&P 500 index during the same period.</p><p>As mentioned in an earlier article on Wall Street Insights, against the backdrop of the Federal Reserve's tightening monetary policy, US value stocks will outperform growth stocks in 2022. Warren Buffett and Berkshire Hathaway, who are known as \"bellwethers of bull and bear markets,\" may benefit from the current market conditions. Their long-term investment philosophy has once again paid off, and Berkshire Hathaway's market capitalization has surpassed Meta's, and it is also expected to challenge 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":4811,"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":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583931290753281","authorIdStr":"3583931290753281"},"themes":[],"title":"","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":4831,"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":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583931290753281","authorIdStr":"3583931290753281"},"themes":[],"title":"","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":4357,"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":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583931290753281","authorIdStr":"3583931290753281"},"themes":[],"title":"","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":4940,"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":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583931290753281","authorIdStr":"3583931290753281"},"themes":[],"title":"","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":4530,"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":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583931290753281","authorIdStr":"3583931290753281"},"themes":[],"title":"","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":4734,"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":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583931290753281","authorIdStr":"3583931290753281"},"themes":[],"title":"","htmlText":"?????","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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":"If Xiaomi doesn't start manufacturing cars now, it will be too late.","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, which has spent three months still in the recruitment stage, is it in a hurry? Since Lei Jun announced on March 30 this year that car manufacturing would be his \"last major entrepreneurial venture,\" it has caused a sensation on the Internet. In less than three months, Xiaomi acted swiftly, not only registering trademarks such as Xiaomi Auto, MiCar, and MiAuto, but also securing investments in two autonomous driving manufacturers, Zongmu Technology and Hesai Technology, and even collaborating with...<a href=\"https://laohu8.com/S/002594\">BYD</a>、<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>Rumors of a marriage alliance have surfaced.</p><p>With Huawei<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Compared to other companies like Didi, which primarily focus on autonomous driving as their core automotive business, Xiaomi clearly stated from the moment it entered the market that it would manufacture its own vehicles and create its own...<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Electric vehicle brands. However, objectively speaking, Xiaomi still lags significantly behind other internet technology giants that entered the car manufacturing field first, emerging car manufacturers, and even traditional OEMs in terms of technology and experience.</p><p>Analysts believe that the core of future car manufacturing lies in autonomous driving. According to data, Xiaomi's current patent applications are mainly concentrated on intelligent cockpits, and its layout in the field of autonomous driving is almost blank. Compared with Baidu, Huawei and others, the number of related patents is inferior. Given that the smart electric vehicle field was already underprepared, especially with a clear lack of its own core technologies, Xiaomi certainly cannot catch up with the new trend of smart electric vehicles by relying solely on $10 billion over 10 years. Recruiting talent is an inevitable and necessary means for Xiaomi.</p><p>Recently, Xiaomi has posted several autonomous driving-related job openings on its official website, marking them \"urgent,\" which has once again sparked heated discussions – three months later, has Xiaomi's direction for car manufacturing been determined?</p><p><b>01 </b><b>Xiaomi needs to recruit people first to build cars.</b></p><p>According to Xiaomi's official recruitment website, it is currently recruiting talents in the field of autonomous driving, including 20 positions in data platforms, vehicle infrastructure, decision planning, millimeter-wave algorithms, development tools, front-end platform development, embedded software, control, perception, prediction, high-precision maps, simulation platforms, sensors, algorithm optimization, advanced common algorithms, ultrasonic radar algorithms, laser point cloud algorithms, prediction, and positioning. It is also worth noting that the work addresses of the aforementioned job postings are all listed as \"Haidian District, Beijing,\" and each job posting is preceded by the word \"urgent.\" Industry insiders believe that \"Xiaomi's car manufacturing R&D center headquarters may be located 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>Based on this recruitment information, and considering Xiaomi's previous investments in two LiDAR manufacturers, Zongmu Technology and Hesai Technology, Xiaomi Auto may take the route of integrating multiple sensors such as millimeter-wave radar, LiDAR, and cameras as its entry point.</p><p>Industry insiders say that Xiaomi has only confirmed its intention to manufacture cars, but there has been no clear information in the industry regarding specific product positioning, technology roadmap, or factory construction in the three months since the press conference. On April 23, Wang Xiang, president of Xiaomi Group, also said at a forum, \"The car manufacturing has not yet officially started. The announcement in advance is to obtain better global resources and jointly develop Xiaomi cars.\"</p><p>Looking at Xiaomi internally, it seems that there is currently no senior executive with a professional background in the automotive field—Xiaomi Auto is led by Lei Jun and headed by Chief Strategy Officer Wang Chuan. In other words, Xiaomi, which focuses on mobile terminals such as smartphones and AIoT, is likely lacking in talent reserves for car manufacturing, which may be one of the important reasons why Xiaomi has recently been urgently recruiting talent in the field of autonomous driving.</p><p>In fact, the current shortage of talent resources is also reflected in Xiaomi's patent reserves, which currently lag far behind other tech giants. According to statistics from Lingyi Think Tank, as of the first quarter of 2021, 8,275 domestic companies had participated in autonomous driving patent applications, including 14,018 authorized patents, for a total of 40,682 patents. Among them, the three companies with the most patent applications are Baidu (2,009), Huawei (1,332), and DJI (705). In contrast, according to Qichacha intellectual property information, as of March 29, 2021, Xiaomi's patent summary included a total of 211 patents related to automobiles, such as \"engine, navigation, vehicle, driving, radar, and driving,\" mainly focusing on connected interaction, vehicle body control, and charging.</p><p>Looking further, taking a Xiaomi patent titled \"Vehicle Speed Control Method and Device\" as an example, the patent can control the vehicle's speed not to exceed the speed limit by obtaining the geographical location of the vehicle and based on the local speed limit information. Baidu's patent, titled \"Control Method and Device for Autonomous Vehicles,\" can combine the distance from the vehicle in front with multiple dimensions such as speed limit, cruising speed, and system speed limit to autonomously keep the vehicle running smoothly. A simple comparison of the two patents illustrates the practical considerations, clearly showing that autonomous driving is actually a weakness for Xiaomi at present. Xiaomi needs to increase investment or recruit more talent to accelerate its technological catch-up.</p><p>However, as more and more players enter the automotive industry, competition has become increasingly fierce. According to a report in the Economic Observer, among new car manufacturers, the automotive industry has the most people planning to join Didi and the highest number of interactions. Secondly<a href=\"https://laohu8.com/S/LI\">Li Auto</a>The third place went to Jidu Auto, a collaboration between Baidu and Geely, and the fourth place went to Xiaomi Auto.</p><p>According to several automotive industry professionals, the uncertainty Xiaomi has shown in car manufacturing is the primary reason preventing them from considering switching jobs to Xiaomi. \"After all, we don't know what form Xiaomi will take to make its first car, whether it will start from scratch or cooperate with OEM manufacturing.\"</p><p><img src=\"https://static.tigerbbs.com/84fb8637fb21876fcbea2fbcff4bab3e\" tg-width=\"908\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p><p>△ Hu Zhengnan responded</p><p>Previously, media reports indicated that Xiaomi Auto had offered hundreds of millions of yuan to poach talent.<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>The research institute's director, Hu Zhengnan, later denied the rumors on his WeChat Moments.</p><p>The difficulty in recruiting is just the first hurdle Xiaomi has encountered on its road to car manufacturing. Xiaomi and Lei Jun himself are probably well aware of the difficulty of crossing over into car manufacturing. When announcing the car manufacturing, Lei Jun wrote on Weibo, \"Although Xiaomi is becoming increasingly successful in technology, it is only a preliminary entry into the hardware industry. Today, to enter the automotive industry, where the combination of software and hardware is the most difficult, it requires fearless courage, firm courage, and more knowledge. This means that in this track, all past accumulation will be wiped out.\"</p><p>In China, not only are traditional automakers striving to transform towards intelligent electrification, but various emerging electric vehicle manufacturers are also rushing to join in, making frequent moves. This is accompanied by a fierce competition in the industry.<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It is expected that in the next one to two years, China<a href=\"https://laohu8.com/S/600617\">Guoxin Energy</a>There will be more players in the automotive market, and the competition in the intelligent electric vehicle market will be similar to that in the Chinese battery market. Over the past decade, the number of battery suppliers has decreased significantly, from nearly 200 to fewer than 30 to 40 today. Of those companies that survive industry competition and consolidation, only 5 to 10 are the best. The electric vehicle market will also face this problem. Don't underestimate how active China's electric vehicle market is right now; in the end, only a few strong companies will be able to thrive.</p><p><b>02 </b><b>Xiaomi manufactures cars; even with money, it can't be willful.</b></p><p><a href=\"https://laohu8.com/S/601901\">Founder Securities</a>In February of this year, a research report was released titled \"Why Do Mobile Phone Manufacturers Make Cars? The Logic Behind the Move from Consumer Electronics to Smart Cars\". The report argues that the reason why mobile phone giants are venturing into the smart electric vehicle market is mainly because the human-based To C consumer internet landscape and the enterprise-based To B industrial internet landscape are already established, while only the thing-based To T Internet of Things (AIoT) is in its early stages. Therefore, mobile internet giants can currently only make two efforts based on B2T: one is To transform all long-tail home appliances into AIoT, such as Xiaomi and...<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It has been planned for many years. Secondly, entering the automotive market, which has the largest single-product market potential (far larger than the mobile phone market), and using digitalization to transform the entire automotive industry is the only path to leapfrog growth.</p><p>It's not hard to see that giants like Apple and Huawei have invested in IoT smart hardware since the smartphone market peaked. However, the market size of home appliances and wearable devices is actually quite limited and certainly cannot support the growth of these giants. The automotive market will be far, far bigger, and the opportunity for significant future growth will undoubtedly lie in the automotive industry.</p><p>Since its establishment in 2010, Xiaomi has always used the slogan \"Born for enthusiasts\". In fact, to put it another way, the fundamental reason why Xiaomi appeals to the market is \"small profit margins and quick turnover\", which is cost-effectiveness. You'll find that no matter which Xiaomi product it is, it's not necessarily the best, but it's definitely one of the best value for money in the same price range.</p><p>High-spec, low-priced products will definitely sell well, and with relatively conservative production capacity, extremely low inventory can be guaranteed. Although Xiaomi sacrificed short-term profitability, it was able to obtain excellent liquidity and sustainable development opportunities.</p><p><img src=\"https://static.tigerbbs.com/a809cddd8c51feffecc93ef136756afb\" tg-width=\"962\" tg-height=\"553\" referrerpolicy=\"no-referrer\"></p><p>△ Xiaomi phones</p><p>It is true that low-profit strategies can lead to increased demand in most cases, but this truth requires a premise: the market for the product still has huge potential. Otherwise, no matter how cheap it is, on the one hand, the ceiling of increased demand is within reach, and on the other hand, it may enter a stage of vicious competition.</p><p>Coincidentally, the smartphone industry in which Xiaomi currently operates has begun to encounter bottlenecks. The global smartphone market has largely stagnated in the past two years. IDC previously predicted that the global smartphone market would grow at a compound annual growth rate of only 4.31% from 2020 to 2023.</p><p>Against this backdrop, it is imperative for Xiaomi to manufacture cars. Lei Jun once stated that Xiaomi's greatest confidence in manufacturing cars is that it can \"afford to lose money,\" with an initial investment of 10 billion yuan in the car manufacturing business and an estimated investment of 10 billion US dollars over the next 10 years. According to Xiaomi's 2020 annual report, as of December 31, 2020, Xiaomi had total cash resources exceeding RMB 100 billion. This means that, at the current exchange rate, car manufacturing will account for nearly 65% of Xiaomi's current 100 billion yuan cash resources.</p><p>However, while car manufacturing sounds easy, mass-producing a car with guaranteed quality is no easy task. Xiaomi's areas of expertise are software development and ecosystem building, while vehicle manufacturing is an area that Xiaomi has never touched. How to coordinate hundreds of suppliers, manage the quality of thousands of parts, and handle a series of complex and rigorous testing processes are problems that automobile manufacturers must solve.</p><p>Meanwhile, even with an investment of $10 billion, it is still uncertain whether Xiaomi's car manufacturing will be able to enter the mass production or even profitability stage. For Xiaomi, R&D investment in its mobile phone business remains important, as it is Xiaomi's core business. Despite seemingly ample cash reserves, Xiaomi's net profit margin in 2020 was approximately 5.3% due to its pursuit of cost-effectiveness. Compared to other internet companies, this level is basically at the bottom of the industry.</p><p>Xiaomi, which claims to be \"not short of money,\" faces many challenges in entering the car manufacturing industry, in addition to its natural brand advantages. The cost-effectiveness strategy is unlikely to be effective in today's electric vehicle market. We cannot expect Xiaomi to create a model that can surpass the Hongguang MINI EV in terms of cost-effectiveness.</p><p>In early June, BYD Chairman Wang Chuanfu addressed Lei Jun, saying, \"5 billion yuan is nothing to Mr. Lei, and 100 billion yuan is no big deal either. The key is wasting three years of your time. How much is those three years worth?\" Afterwards, Wang Chuanfu explained that this was not to advise Lei Jun not to manufacture cars, but to hope for deeper cooperation with Xiaomi in the field of car manufacturing. The implication was that BYD is the most \"compatible\" with Xiaomi in car manufacturing. Don't build your own factory, I can manufacture for you.</p><p>According to Lei Jun's plan, Xiaomi's first car will be launched in about three years. Therefore, the self-built factory model, which requires starting from scratch, is not suitable for Xiaomi in terms of both the level of manufacturing experience accumulated and the limitation of product launch time. Therefore, the contract manufacturing model, which does not require high manufacturing experience and can be quickly mass-produced, is almost the only option for Xiaomi to manufacture cars.</p><p>He Xiaopeng predicts that in the next 5 to 10 years, the number of global car manufacturers will shrink to 10 major automakers. Xiaomi, which has spent three months 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>If Xiaomi doesn't start manufacturing cars now, it will be too late.</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\">\nIf Xiaomi doesn't start manufacturing cars now, it will be too late.\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, which has spent three months still in the recruitment stage, is it in a hurry? Since Lei Jun announced on March 30 this year that car manufacturing would be his \"last major entrepreneurial venture,\" it has caused a sensation on the Internet. In less than three months, Xiaomi acted swiftly, not only registering trademarks such as Xiaomi Auto, MiCar, and MiAuto, but also securing investments in two autonomous driving manufacturers, Zongmu Technology and Hesai Technology, and even collaborating with...<a href=\"https://laohu8.com/S/002594\">BYD</a>、<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>Rumors of a marriage alliance have surfaced.</p><p>With Huawei<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Compared to other companies like Didi, which primarily focus on autonomous driving as their core automotive business, Xiaomi clearly stated from the moment it entered the market that it would manufacture its own vehicles and create its own...<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Electric vehicle brands. However, objectively speaking, Xiaomi still lags significantly behind other internet technology giants that entered the car manufacturing field first, emerging car manufacturers, and even traditional OEMs in terms of technology and experience.</p><p>Analysts believe that the core of future car manufacturing lies in autonomous driving. According to data, Xiaomi's current patent applications are mainly concentrated on intelligent cockpits, and its layout in the field of autonomous driving is almost blank. Compared with Baidu, Huawei and others, the number of related patents is inferior. Given that the smart electric vehicle field was already underprepared, especially with a clear lack of its own core technologies, Xiaomi certainly cannot catch up with the new trend of smart electric vehicles by relying solely on $10 billion over 10 years. Recruiting talent is an inevitable and necessary means for Xiaomi.</p><p>Recently, Xiaomi has posted several autonomous driving-related job openings on its official website, marking them \"urgent,\" which has once again sparked heated discussions – three months later, has Xiaomi's direction for car manufacturing been determined?</p><p><b>01 </b><b>Xiaomi needs to recruit people first to build cars.</b></p><p>According to Xiaomi's official recruitment website, it is currently recruiting talents in the field of autonomous driving, including 20 positions in data platforms, vehicle infrastructure, decision planning, millimeter-wave algorithms, development tools, front-end platform development, embedded software, control, perception, prediction, high-precision maps, simulation platforms, sensors, algorithm optimization, advanced common algorithms, ultrasonic radar algorithms, laser point cloud algorithms, prediction, and positioning. It is also worth noting that the work addresses of the aforementioned job postings are all listed as \"Haidian District, Beijing,\" and each job posting is preceded by the word \"urgent.\" Industry insiders believe that \"Xiaomi's car manufacturing R&D center headquarters may be located 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>Based on this recruitment information, and considering Xiaomi's previous investments in two LiDAR manufacturers, Zongmu Technology and Hesai Technology, Xiaomi Auto may take the route of integrating multiple sensors such as millimeter-wave radar, LiDAR, and cameras as its entry point.</p><p>Industry insiders say that Xiaomi has only confirmed its intention to manufacture cars, but there has been no clear information in the industry regarding specific product positioning, technology roadmap, or factory construction in the three months since the press conference. On April 23, Wang Xiang, president of Xiaomi Group, also said at a forum, \"The car manufacturing has not yet officially started. The announcement in advance is to obtain better global resources and jointly develop Xiaomi cars.\"</p><p>Looking at Xiaomi internally, it seems that there is currently no senior executive with a professional background in the automotive field—Xiaomi Auto is led by Lei Jun and headed by Chief Strategy Officer Wang Chuan. In other words, Xiaomi, which focuses on mobile terminals such as smartphones and AIoT, is likely lacking in talent reserves for car manufacturing, which may be one of the important reasons why Xiaomi has recently been urgently recruiting talent in the field of autonomous driving.</p><p>In fact, the current shortage of talent resources is also reflected in Xiaomi's patent reserves, which currently lag far behind other tech giants. According to statistics from Lingyi Think Tank, as of the first quarter of 2021, 8,275 domestic companies had participated in autonomous driving patent applications, including 14,018 authorized patents, for a total of 40,682 patents. Among them, the three companies with the most patent applications are Baidu (2,009), Huawei (1,332), and DJI (705). In contrast, according to Qichacha intellectual property information, as of March 29, 2021, Xiaomi's patent summary included a total of 211 patents related to automobiles, such as \"engine, navigation, vehicle, driving, radar, and driving,\" mainly focusing on connected interaction, vehicle body control, and charging.</p><p>Looking further, taking a Xiaomi patent titled \"Vehicle Speed Control Method and Device\" as an example, the patent can control the vehicle's speed not to exceed the speed limit by obtaining the geographical location of the vehicle and based on the local speed limit information. Baidu's patent, titled \"Control Method and Device for Autonomous Vehicles,\" can combine the distance from the vehicle in front with multiple dimensions such as speed limit, cruising speed, and system speed limit to autonomously keep the vehicle running smoothly. A simple comparison of the two patents illustrates the practical considerations, clearly showing that autonomous driving is actually a weakness for Xiaomi at present. Xiaomi needs to increase investment or recruit more talent to accelerate its technological catch-up.</p><p>However, as more and more players enter the automotive industry, competition has become increasingly fierce. According to a report in the Economic Observer, among new car manufacturers, the automotive industry has the most people planning to join Didi and the highest number of interactions. Secondly<a href=\"https://laohu8.com/S/LI\">Li Auto</a>The third place went to Jidu Auto, a collaboration between Baidu and Geely, and the fourth place went to Xiaomi Auto.</p><p>According to several automotive industry professionals, the uncertainty Xiaomi has shown in car manufacturing is the primary reason preventing them from considering switching jobs to Xiaomi. \"After all, we don't know what form Xiaomi will take to make its first car, whether it will start from scratch or cooperate with OEM manufacturing.\"</p><p><img src=\"https://static.tigerbbs.com/84fb8637fb21876fcbea2fbcff4bab3e\" tg-width=\"908\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p><p>△ Hu Zhengnan responded</p><p>Previously, media reports indicated that Xiaomi Auto had offered hundreds of millions of yuan to poach talent.<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>The research institute's director, Hu Zhengnan, later denied the rumors on his WeChat Moments.</p><p>The difficulty in recruiting is just the first hurdle Xiaomi has encountered on its road to car manufacturing. Xiaomi and Lei Jun himself are probably well aware of the difficulty of crossing over into car manufacturing. When announcing the car manufacturing, Lei Jun wrote on Weibo, \"Although Xiaomi is becoming increasingly successful in technology, it is only a preliminary entry into the hardware industry. Today, to enter the automotive industry, where the combination of software and hardware is the most difficult, it requires fearless courage, firm courage, and more knowledge. This means that in this track, all past accumulation will be wiped out.\"</p><p>In China, not only are traditional automakers striving to transform towards intelligent electrification, but various emerging electric vehicle manufacturers are also rushing to join in, making frequent moves. This is accompanied by a fierce competition in the industry.<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It is expected that in the next one to two years, China<a href=\"https://laohu8.com/S/600617\">Guoxin Energy</a>There will be more players in the automotive market, and the competition in the intelligent electric vehicle market will be similar to that in the Chinese battery market. Over the past decade, the number of battery suppliers has decreased significantly, from nearly 200 to fewer than 30 to 40 today. Of those companies that survive industry competition and consolidation, only 5 to 10 are the best. The electric vehicle market will also face this problem. Don't underestimate how active China's electric vehicle market is right now; in the end, only a few strong companies will be able to thrive.</p><p><b>02 </b><b>Xiaomi manufactures cars; even with money, it can't be willful.</b></p><p><a href=\"https://laohu8.com/S/601901\">Founder Securities</a>In February of this year, a research report was released titled \"Why Do Mobile Phone Manufacturers Make Cars? The Logic Behind the Move from Consumer Electronics to Smart Cars\". The report argues that the reason why mobile phone giants are venturing into the smart electric vehicle market is mainly because the human-based To C consumer internet landscape and the enterprise-based To B industrial internet landscape are already established, while only the thing-based To T Internet of Things (AIoT) is in its early stages. Therefore, mobile internet giants can currently only make two efforts based on B2T: one is To transform all long-tail home appliances into AIoT, such as Xiaomi and...<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It has been planned for many years. Secondly, entering the automotive market, which has the largest single-product market potential (far larger than the mobile phone market), and using digitalization to transform the entire automotive industry is the only path to leapfrog growth.</p><p>It's not hard to see that giants like Apple and Huawei have invested in IoT smart hardware since the smartphone market peaked. However, the market size of home appliances and wearable devices is actually quite limited and certainly cannot support the growth of these giants. The automotive market will be far, far bigger, and the opportunity for significant future growth will undoubtedly lie in the automotive industry.</p><p>Since its establishment in 2010, Xiaomi has always used the slogan \"Born for enthusiasts\". In fact, to put it another way, the fundamental reason why Xiaomi appeals to the market is \"small profit margins and quick turnover\", which is cost-effectiveness. You'll find that no matter which Xiaomi product it is, it's not necessarily the best, but it's definitely one of the best value for money in the same price range.</p><p>High-spec, low-priced products will definitely sell well, and with relatively conservative production capacity, extremely low inventory can be guaranteed. Although Xiaomi sacrificed short-term profitability, it was able to obtain excellent liquidity and sustainable development opportunities.</p><p><img src=\"https://static.tigerbbs.com/a809cddd8c51feffecc93ef136756afb\" tg-width=\"962\" tg-height=\"553\" referrerpolicy=\"no-referrer\"></p><p>△ Xiaomi phones</p><p>It is true that low-profit strategies can lead to increased demand in most cases, but this truth requires a premise: the market for the product still has huge potential. Otherwise, no matter how cheap it is, on the one hand, the ceiling of increased demand is within reach, and on the other hand, it may enter a stage of vicious competition.</p><p>Coincidentally, the smartphone industry in which Xiaomi currently operates has begun to encounter bottlenecks. The global smartphone market has largely stagnated in the past two years. IDC previously predicted that the global smartphone market would grow at a compound annual growth rate of only 4.31% from 2020 to 2023.</p><p>Against this backdrop, it is imperative for Xiaomi to manufacture cars. Lei Jun once stated that Xiaomi's greatest confidence in manufacturing cars is that it can \"afford to lose money,\" with an initial investment of 10 billion yuan in the car manufacturing business and an estimated investment of 10 billion US dollars over the next 10 years. According to Xiaomi's 2020 annual report, as of December 31, 2020, Xiaomi had total cash resources exceeding RMB 100 billion. This means that, at the current exchange rate, car manufacturing will account for nearly 65% of Xiaomi's current 100 billion yuan cash resources.</p><p>However, while car manufacturing sounds easy, mass-producing a car with guaranteed quality is no easy task. Xiaomi's areas of expertise are software development and ecosystem building, while vehicle manufacturing is an area that Xiaomi has never touched. How to coordinate hundreds of suppliers, manage the quality of thousands of parts, and handle a series of complex and rigorous testing processes are problems that automobile manufacturers must solve.</p><p>Meanwhile, even with an investment of $10 billion, it is still uncertain whether Xiaomi's car manufacturing will be able to enter the mass production or even profitability stage. For Xiaomi, R&D investment in its mobile phone business remains important, as it is Xiaomi's core business. Despite seemingly ample cash reserves, Xiaomi's net profit margin in 2020 was approximately 5.3% due to its pursuit of cost-effectiveness. Compared to other internet companies, this level is basically at the bottom of the industry.</p><p>Xiaomi, which claims to be \"not short of money,\" faces many challenges in entering the car manufacturing industry, in addition to its natural brand advantages. The cost-effectiveness strategy is unlikely to be effective in today's electric vehicle market. We cannot expect Xiaomi to create a model that can surpass the Hongguang MINI EV in terms of cost-effectiveness.</p><p>In early June, BYD Chairman Wang Chuanfu addressed Lei Jun, saying, \"5 billion yuan is nothing to Mr. Lei, and 100 billion yuan is no big deal either. The key is wasting three years of your time. How much is those three years worth?\" Afterwards, Wang Chuanfu explained that this was not to advise Lei Jun not to manufacture cars, but to hope for deeper cooperation with Xiaomi in the field of car manufacturing. The implication was that BYD is the most \"compatible\" with Xiaomi in car manufacturing. Don't build your own factory, I can manufacture for you.</p><p>According to Lei Jun's plan, Xiaomi's first car will be launched in about three years. Therefore, the self-built factory model, which requires starting from scratch, is not suitable for Xiaomi in terms of both the level of manufacturing experience accumulated and the limitation of product launch time. Therefore, the contract manufacturing model, which does not require high manufacturing experience and can be quickly mass-produced, is almost the only option for Xiaomi to manufacture cars.</p><p>He Xiaopeng predicts that in the next 5 to 10 years, the number of global car manufacturers will shrink to 10 major automakers. Xiaomi, which has spent three months 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":2186,"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":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583931290753281","authorIdStr":"3583931290753281"},"themes":[],"title":"","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":"other","language":"zh","title":"Hong Kong Stock Exchange: If the black rainstorm warning issued by the Observatory cannot be lifted by 9:00 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>Hong Kong Stock Exchange: If the black rainstorm warning issued by the Observatory cannot be lifted by 9 a.m., 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>Hong Kong 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.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\">\nHong Kong Stock Exchange: If the black rainstorm warning issued by the Observatory cannot be lifted by 9:00 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>Hong Kong Stock Exchange: If the black rainstorm warning issued by the Observatory cannot be lifted by 9 a.m., 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":2094,"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":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583931290753281","authorIdStr":"3583931290753281"},"themes":[],"title":"","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,"repost":{"id":"2146025528","kind":"news","pubTimestamp":1624570774,"share":"https://ttm.financial/m/news/2146025528?lang=en_US&edition=fundamental","pubTime":"2021-06-25 05:39","market":"us","language":"zh","title":"Foreign media headlines: Biden announces infrastructure agreement with bipartisan senatorial groups","url":"https://stock-news.laohu8.com/highlight/detail?id=2146025528","media":"新浪财经","summary":"“我们达成了协议，”拜登在参议员于白宫向他呈交协议后告诉记者。鉴于两党之间以及民主党激进派与温和派之间的分歧，目前尚不确定这两项立法能否获得国会两院通过。此次拜登与这组两党议员达成协议，是向着敲定基础设施支出计划以争取获得国会通过迈出的重要一步。全球各地的港口则因托盘和集装箱不足而出现拥堵，且运费攀升至纪录高点。","content":"<p><b>The main headlines that global financial media focused on last night and this morning were:</b></p><p><b>1. Biden announced an infrastructure agreement with a bipartisan group of senators.</b><b>2. Federal Reserve's Bullard warns: Economic restart inflation may exceed expectations.</b><b>3. The Federal Reserve's recent move is not about abandoning dovish to hawkish, but rather about learning from the lessons of 2018.</b><b>4. ECB Executive Board member Schnabel warned governments against prematurely ending crisis support measures.</b><b>5. The US merchandise trade deficit widened in May, with imports approaching a record high.</b><b>6、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The launch of the new Windows 11 system was announced, marking the first time a new Windows system has been launched in six years.</b><img src=\"https://static.tigerbbs.com/299b468b66bcd38d88675e9d9edcda17\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>Biden announces infrastructure deal with bipartisan group of senators</b></p><p>US President Joe Biden said on Thursday that he had reached a preliminary agreement with a bipartisan group of senators on a bipartisan infrastructure plan. According to reports, the total cost of the eight-year plan is $1.2 trillion, of which $579 billion is new spending.</p><p>Biden acknowledged that the deal would not include his previous proposals to support American families, but he has strongly supported the infrastructure deal in public remarks, including aid agreements for American families.</p><p>\"We have an agreement,\" Biden told reporters after the senator presented the agreement to him at the White House. This bipartisan bill is expected to advance in Congress simultaneously with another bill supported solely by Democrats, which involves trillions of dollars in \"Social Security infrastructure\" spending opposed by Republicans. Given the divisions between the two parties and between the radical and moderate factions of the Democratic Party, it is uncertain whether these two pieces of legislation will pass both houses of Congress.</p><p>Biden's agreement with this bipartisan group of lawmakers is an important step toward finalizing an infrastructure spending plan to secure congressional approval.</p><p><img src=\"https://static.tigerbbs.com/c2f7d014d43f38cf347d9718b841eef3\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>Federal Reserve's Bullard warns: Economic restart inflation may exceed expectations.</b></p><p>St. Louis Federal Reserve President James Bullard said that while central bank officials hope inflation will exceed 2% to make up for past shortfalls, there is a risk of excessive price increases.</p><p>“The new risk is that as the reopening process continues, inflation could rise further than expected, beyond the levels necessary to simply make up for past shortfalls,” Bullard said in a speech at the Clayton Chamber of Commerce.</p><p>Bullard stated that this risk is real, partly because many people expect more good news for the U.S. economy in September and October, when schools will return to normal and work patterns will return to normal. The global restart process will closely follow the US process, which may bring more benefits to the United States.</p><p>Bullard stated, \"Policymakers will have to consider this new risk in the coming months and quarters. Inflation is likely to be significantly higher than 2% during the forecast period, so the FOMC can address key elements of its new policy framework through appropriate monetary policy.\"</p><p><img src=\"https://static.tigerbbs.com/0e501dcc210b77c55b05441b65963c75\" tg-width=\"550\" tg-height=\"369\" referrerpolicy=\"no-referrer\"></p><p><b>The Federal Reserve's recent move is not a shift from dovish to hawkish, but rather a move to learn from the lessons of 2018.</b></p><p>Don't mistake the Fed's recent actions for a change of heart. In fact, although many people believe they have become hawkish, the Federal Reserve is actually more dovish than when it first started talking about \"catching up\" with inflation. This is beneficial to risky assets.</p><p>When the Federal Reserve first used \"symmetry\" in its policy statement in March 2017 to describe its tolerance for inflation exceeding its 2% target, it was intended to imply that policy would remain accommodative even if inflation temporarily exceeded 2%. However, when the core PCE deflator finally exceeded 2% in 2018, the Federal Reserve's actions were a different matter, as it was in the midst of an accelerated tightening cycle. The market began expecting two rate hike that year, and the Federal Reserve promised three rate hike, eventually adding four. The core PCE deflator, which the Federal Reserve considers a target, had been below the target since April 2012 and only began to slightly exceed it in 2018.</p><p>So how does the Federal Reserve, which adopts an average inflation target system, justify accelerating rate hike? How can we justify claiming that \"we still have a long way to go before neutrality\" when inflation has been below target for nearly six years and then exceeds the target a little? This only makes sense if the Federal Reserve expects more inflation in the future and believes that the non-accelerated inflation rate (NAIRU) of the unemployment rate is an integral part of its response mechanism.</p><p><img src=\"https://static.tigerbbs.com/2d66a1848bf501f595530c46bd1141ef\" tg-width=\"550\" tg-height=\"306\" referrerpolicy=\"no-referrer\"></p><p><b>ECB Executive Board member Schnabel warned governments against prematurely ending crisis support measures.</b></p><p>European Central Bank Executive Board member Isabel Schnabel pledged that she and her colleagues would do everything in their power to support the economic recovery and warned the government against prematurely tightening fiscal policy.</p><p>“The worst that could happen is to end support prematurely. I can assure you that in terms of monetary policy, we will do everything we can to prevent that from happening,” Schnabel said at an online event on Thursday.</p><p>“Perhaps we should be more concerned about fiscal policy,” she added, noting that in some countries “discussions about public fiscal consolidation are already underway, and it may actually be premature.”</p><p>This controversy has already emerged this week. Former European Central Bank President and Italian Prime Minister Mario Draghi insists that Eurozone fiscal rules cannot return to pre-pandemic levels.</p><p><img src=\"https://static.tigerbbs.com/2e50af7e80efaac5de85f32c8c565980\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"><b>The US merchandise trade deficit widened in May, with imports nearing a record high.</b></p><p>The U.S. merchandise trade deficit widened more than expected in May, with imports rising to near a record high and exports declining.</p><p>According to data released by the U.S. Department of Commerce on Thursday, the trade deficit widened to $88.1 billion, compared to a revised $85.7 billion in April. Economists surveyed estimated the median deficit at $87.5 billion.</p><p>Imports rose 0.8% to $232.4 billion, while exports fell 0.3% to $144.3 billion. Imports of consumer goods climbed to $63.8 billion.</p><p>U.S. imports have resumed growth as people staying at home buy household goods and retailers replenish inventory after the global shutdown in the early stages of the pandemic. Ports around the world are congested due to a shortage of pallets and containers, and freight rates have climbed to record highs.<img src=\"https://static.tigerbbs.com/b5810611f0cfdabb18b1854df75c4083\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"><b>Microsoft announced the launch of the new Windows 11 system, the first new Windows system in six years.</b></p><p>At the Windows 11 launch event, Microsoft announced the launch of a new Windows 11 system, marking the first time in six years that a new Windows system has been released.</p><p>Microsoft's chief product officer, Panos Panay, described the new operating system as \"Windows that brings you closer to the things you love.\" The new Windows system reportedly features rounded corners, a new desktop wallpaper, and a centered Start menu.</p><p>At the Windows 11 launch event, Microsoft stated that Windows 11 will support Android applications. This means that millions of popular apps people use on their phones will appear directly on their desktops, in the Start menu, and more. This is also significant for Microsoft's efforts to build ARM-based Windows systems.</p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign media headlines: Biden announces infrastructure agreement with bipartisan senatorial groups</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign media headlines: Biden announces infrastructure agreement with bipartisan senatorial groups\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-06-25 05:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The main headlines that global financial media focused on last night and this morning were:</b></p><p><b>1. Biden announced an infrastructure agreement with a bipartisan group of senators.</b><b>2. Federal Reserve's Bullard warns: Economic restart inflation may exceed expectations.</b><b>3. The Federal Reserve's recent move is not about abandoning dovish to hawkish, but rather about learning from the lessons of 2018.</b><b>4. ECB Executive Board member Schnabel warned governments against prematurely ending crisis support measures.</b><b>5. The US merchandise trade deficit widened in May, with imports approaching a record high.</b><b>6、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The launch of the new Windows 11 system was announced, marking the first time a new Windows system has been launched in six years.</b><img src=\"https://static.tigerbbs.com/299b468b66bcd38d88675e9d9edcda17\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>Biden announces infrastructure deal with bipartisan group of senators</b></p><p>US President Joe Biden said on Thursday that he had reached a preliminary agreement with a bipartisan group of senators on a bipartisan infrastructure plan. According to reports, the total cost of the eight-year plan is $1.2 trillion, of which $579 billion is new spending.</p><p>Biden acknowledged that the deal would not include his previous proposals to support American families, but he has strongly supported the infrastructure deal in public remarks, including aid agreements for American families.</p><p>\"We have an agreement,\" Biden told reporters after the senator presented the agreement to him at the White House. This bipartisan bill is expected to advance in Congress simultaneously with another bill supported solely by Democrats, which involves trillions of dollars in \"Social Security infrastructure\" spending opposed by Republicans. Given the divisions between the two parties and between the radical and moderate factions of the Democratic Party, it is uncertain whether these two pieces of legislation will pass both houses of Congress.</p><p>Biden's agreement with this bipartisan group of lawmakers is an important step toward finalizing an infrastructure spending plan to secure congressional approval.</p><p><img src=\"https://static.tigerbbs.com/c2f7d014d43f38cf347d9718b841eef3\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>Federal Reserve's Bullard warns: Economic restart inflation may exceed expectations.</b></p><p>St. Louis Federal Reserve President James Bullard said that while central bank officials hope inflation will exceed 2% to make up for past shortfalls, there is a risk of excessive price increases.</p><p>“The new risk is that as the reopening process continues, inflation could rise further than expected, beyond the levels necessary to simply make up for past shortfalls,” Bullard said in a speech at the Clayton Chamber of Commerce.</p><p>Bullard stated that this risk is real, partly because many people expect more good news for the U.S. economy in September and October, when schools will return to normal and work patterns will return to normal. The global restart process will closely follow the US process, which may bring more benefits to the United States.</p><p>Bullard stated, \"Policymakers will have to consider this new risk in the coming months and quarters. Inflation is likely to be significantly higher than 2% during the forecast period, so the FOMC can address key elements of its new policy framework through appropriate monetary policy.\"</p><p><img src=\"https://static.tigerbbs.com/0e501dcc210b77c55b05441b65963c75\" tg-width=\"550\" tg-height=\"369\" referrerpolicy=\"no-referrer\"></p><p><b>The Federal Reserve's recent move is not a shift from dovish to hawkish, but rather a move to learn from the lessons of 2018.</b></p><p>Don't mistake the Fed's recent actions for a change of heart. In fact, although many people believe they have become hawkish, the Federal Reserve is actually more dovish than when it first started talking about \"catching up\" with inflation. This is beneficial to risky assets.</p><p>When the Federal Reserve first used \"symmetry\" in its policy statement in March 2017 to describe its tolerance for inflation exceeding its 2% target, it was intended to imply that policy would remain accommodative even if inflation temporarily exceeded 2%. However, when the core PCE deflator finally exceeded 2% in 2018, the Federal Reserve's actions were a different matter, as it was in the midst of an accelerated tightening cycle. The market began expecting two rate hike that year, and the Federal Reserve promised three rate hike, eventually adding four. The core PCE deflator, which the Federal Reserve considers a target, had been below the target since April 2012 and only began to slightly exceed it in 2018.</p><p>So how does the Federal Reserve, which adopts an average inflation target system, justify accelerating rate hike? How can we justify claiming that \"we still have a long way to go before neutrality\" when inflation has been below target for nearly six years and then exceeds the target a little? This only makes sense if the Federal Reserve expects more inflation in the future and believes that the non-accelerated inflation rate (NAIRU) of the unemployment rate is an integral part of its response mechanism.</p><p><img src=\"https://static.tigerbbs.com/2d66a1848bf501f595530c46bd1141ef\" tg-width=\"550\" tg-height=\"306\" referrerpolicy=\"no-referrer\"></p><p><b>ECB Executive Board member Schnabel warned governments against prematurely ending crisis support measures.</b></p><p>European Central Bank Executive Board member Isabel Schnabel pledged that she and her colleagues would do everything in their power to support the economic recovery and warned the government against prematurely tightening fiscal policy.</p><p>“The worst that could happen is to end support prematurely. I can assure you that in terms of monetary policy, we will do everything we can to prevent that from happening,” Schnabel said at an online event on Thursday.</p><p>“Perhaps we should be more concerned about fiscal policy,” she added, noting that in some countries “discussions about public fiscal consolidation are already underway, and it may actually be premature.”</p><p>This controversy has already emerged this week. Former European Central Bank President and Italian Prime Minister Mario Draghi insists that Eurozone fiscal rules cannot return to pre-pandemic levels.</p><p><img src=\"https://static.tigerbbs.com/2e50af7e80efaac5de85f32c8c565980\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"><b>The US merchandise trade deficit widened in May, with imports nearing a record high.</b></p><p>The U.S. merchandise trade deficit widened more than expected in May, with imports rising to near a record high and exports declining.</p><p>According to data released by the U.S. Department of Commerce on Thursday, the trade deficit widened to $88.1 billion, compared to a revised $85.7 billion in April. Economists surveyed estimated the median deficit at $87.5 billion.</p><p>Imports rose 0.8% to $232.4 billion, while exports fell 0.3% to $144.3 billion. Imports of consumer goods climbed to $63.8 billion.</p><p>U.S. imports have resumed growth as people staying at home buy household goods and retailers replenish inventory after the global shutdown in the early stages of the pandemic. Ports around the world are congested due to a shortage of pallets and containers, and freight rates have climbed to record highs.<img src=\"https://static.tigerbbs.com/b5810611f0cfdabb18b1854df75c4083\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"><b>Microsoft announced the launch of the new Windows 11 system, the first new Windows system in six years.</b></p><p>At the Windows 11 launch event, Microsoft announced the launch of a new Windows 11 system, marking the first time in six years that a new Windows system has been released.</p><p>Microsoft's chief product officer, Panos Panay, described the new operating system as \"Windows that brings you closer to the things you love.\" The new Windows system reportedly features rounded corners, a new desktop wallpaper, and a centered Start menu.</p><p>At the Windows 11 launch event, Microsoft stated that Windows 11 will support Android applications. This means that millions of popular apps people use on their phones will appear directly on their desktops, in the Start menu, and more. This is also significant for Microsoft's efforts to build ARM-based Windows systems.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-25/doc-ikqcfnca3074590.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a06fb8b1db7037b689423e44b4d5b305","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","UPRO":"三倍做多标普500ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","IVV":"标普500ETF-iShares","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","03086":"华夏纳指","OEF":"标普100指数ETF-iShares","SQQQ":"纳指三倍做空ETF","SPXU":"三倍做空标普500ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","SPY":"标普500ETF","TQQQ":"纳指三倍做多ETF","OEX":"标普100","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DJX":"1/100道琼斯","SDS":"两倍做空标普500 ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","DOG":"道指ETF-ProShares做空","QID":"两倍做空纳斯达克指数ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","SH":"做空标普500-Proshares","09086":"华夏纳指-U"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-25/doc-ikqcfnca3074590.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146025528","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、拜登宣布与两党参议员团体达成基础设施协议\n\n\n2、美联储Bullard警告：经济重启型通胀可能超乎意料\n\n\n3、美联储最近做法并非弃鸽转鹰 而是在吸取2018年教训\n\n\n4、欧央行执委Schnabel警告各国政府不要提前结束危机期支持措施\n\n\n5、美国5月商品贸易逆差扩大 进口逼近纪录高位\n\n\n6、微软宣布推出新Windows 11系统 为6年来首次推出新Windows系统\n\n\n拜登宣布与两党参议员团体达成基础设施协议\n美国总统拜登周四称，他与一组两党参议员就两党共同发起的基础设施计划达成了初步协议。据报道，该为期八年的方案总成本为1.2万亿美元，其中5790亿美元属于新支出。\n拜登承认，该协议将不包括他此前提出的支援美国家庭的建议，但他在公开讲话中曾坚定地支持基础设施协议包含对美国家庭的援助协议。\n“我们达成了协议，”拜登在参议员于白宫向他呈交协议后告诉记者。预计这项两党发起的法案将与另一项民主党单独支持的法案同时在国会推进，后者涉及数万亿美元遭共和党反对的“社会保障类基础设施”支出。鉴于两党之间以及民主党激进派与温和派之间的分歧，目前尚不确定这两项立法能否获得国会两院通过。\n此次拜登与这组两党议员达成协议，是向着敲定基础设施支出计划以争取获得国会通过迈出的重要一步。\n\n美联储Bullard警告：经济重启型通胀可能超乎意料\n圣路易斯联储行长James Bullard表示，虽然央行官员希望通胀率超过2%以弥补过去的不足，但存在价格上涨过头的风险。\n“新的风险是，随着重新开放的进程继续，通胀可能超乎意料进一步上行，超出简单弥补过去不足所必需的水平，”Bullard在克莱顿商会的演讲中说。\nBullard表示，这种风险是现实的，部分原因是许多人预计美国经济9月至10月会有更多好消息，届时学校将恢复正常，工作模式恢复正常。全球重启进程将紧随美国进程之后，可能给美国带来更多的利好。\nBullard称，“政策制定者将不得不在未来几个月和几个季度考虑这一新风险。在预测期内，通胀率可能会显著高于2%，因此FOMC可以通过适当的货币政策来满足其新政策框架的关键内容。”\n\n美联储最近做法并非弃鸽转鹰 而是在吸取2018年教训\n不要误以为美联储最近的行动是转变心意了。事实上，尽管许多人认为他们变得鹰派了，美联储实际上比刚开始谈要把通胀“补回来”的时候更鸽派。这利好风险资产。\n当2017年3月美联储首次在政策声明中用“对称”来形容对通胀率超过2%目标的容忍度时，就意在暗示即便通胀率暂时超过2%，政策也将保持宽松。然而，当2018年核心PCE平减指数最终超过2%时，美联储的行动却是另一回事，因为彼时正处于加速紧缩周期中。市场那一年开始预期会有两次加息，美联储承诺会加息三次，最终加了四次。被美联储视为目标的核心PCE平减指数自2012年4月起一直低于目标，2018年才开始略超目标。\n所以说，采用了平均通胀目标制的美联储怎么证明加速加息是合理的？怎么证明在通胀率将近六年时间都低于目标，然后刚开始超出目标一点就声称“我们距离中性还有漫漫长路要走”是合理的？仅当美联储预期未来会有更多通胀，而且相信失业率的非加速通胀率（NAIRU）是其应对机制的有机组成部分，这样做才说得通。\n\n欧央行执委Schnabel警告各国政府不要提前结束危机期支持措施\n欧洲央行执委Isabel Schnabel承诺，她和她的同事将竭尽所能支持经济复苏，并警告政府不要过早收紧财政政策。\n“可能发生的最糟糕的情况是过早结束支撑。我可以向你保证，在货币政策方面，我们将尽一切努力避免这种情况发生，”Schnabel周四在一个在线活动中说。\n“也许我们应该更担心财政政策，”她补充说，并表示在一些国家“有关公共财政整合的讨论已经在进行，可能实际上为时过早。”\n本周已经出现这种争议。前欧洲央行行长、意大利总理马里奥·德拉吉坚称欧元区财政规则不能回到疫情爆发前的水平。\n美国5月商品贸易逆差扩大 进口逼近纪录高位\n美国5月商品贸易逆差扩大幅度超过预期，进口额升至纪录高位附近，且出口下降。\n根据美国商务部周四发布的数据，贸易逆差扩大到881亿美元，4月修正后为857亿美元。接受调查的经济学家预估中值为逆差875亿美元。\n进口增长0.8%，至2324亿美元，出口下降0.3%，至1443亿美元。消费品输入额攀升至638亿美元。\n由于宅家的民众购买家居用品，同时零售商在疫情初期全球停摆之后纷纷补充库存，美国进口已恢复增长。全球各地的港口则因托盘和集装箱不足而出现拥堵，且运费攀升至纪录高点。微软宣布推出新Windows 11系统 为6年来首次推出新Windows系统\n在windows11发布会上，微软宣布推出新的Windows 11系统，这是6年来首次推出新的Windows系统。\n微软首席产品官帕诺斯·潘乃（Panos Panay）将这款新的操作系统描述为“让你更接近自己喜爱的东西的Windows”。据悉，新的Windows系统有圆角，新的桌面壁纸和居中的开始菜单。\n在Windows11发布会上，微软表示，Windows 11将支持Android应用程序。这意味着，人们在手机上使用的数百万款流行应用程序，将直接出现在桌面上、开始菜单和更多地方。这对微软基于ARM的Windows系统的努力也意义重大。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"DDM":0.9,"UPRO":0.9,"QID":0.9,"TQQQ":0.9,"DOG":0.9,".IXIC":0.9,"DJX":0.9,"SH":0.9,"UDOW":0.9,"IVV":0.9,"MNQmain":0.9,".SPX":0.9,"SPXU":0.9,"OEF":0.9,"DXD":0.9,"ESmain":0.9,".DJI":0.9,"SQQQ":0.9,"PSQ":0.9,"SDS":0.9,"03086":0.9,"NQmain":0.9,"SPY":0.9,"OEX":0.9,"SDOW":0.9,"09086":0.9,"SSO":0.9,"QLD":0.9,"QQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":1935,"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":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583931290753281","authorIdStr":"3583931290753281"},"themes":[],"title":"","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: The Hang Seng Index opened 0.17% higher, with New Oriental rising over 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>June 24 - Hong Kong's three major stock indices opened higher, with the Hang Seng Index rising 0.17% to 28,865 points, the Hang Seng Index rising 0.14% to 10,688 points, and the Hang Seng Tech Index rising 0.32% to 8,045 points.<img src=\"https://static.tigerbbs.com/bf14c488539ead32bc20f4d3e1881261\" tg-width=\"840\" tg-height=\"470\">Photovoltaic stocks performed strongly on the market.<a href=\"https://laohu8.com/S/06865\">Flat Glass</a>Opening 5% higher,<a href=\"https://laohu8.com/S/00868\">Xinyi Glass</a>、<a href=\"https://laohu8.com/S/00968\">Xinyi Light Energy</a>All rose; The education and pharmaceutical sectors led the gains, 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>All opened higher; Major technology stocks generally rose.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It rose more than 1%.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Meituan<a href=\"https://laohu8.com/S/00700\">Tencent</a>A slight increase; Sporting goods stocks were mixed, with Anta open low exceeding 1% and hitting a record high yesterday; Airline stocks and gambling stocks fell significantly.</p><p><a href=\"https://laohu8.com/S/01478\">Q Ti Technology</a>The stock rose nearly 3% after spinning off Kunshanqiu Titanium Microelectronics and submitting a listing application to the Shenzhen Stock Exchange's ChiNext board.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening: The Hang Seng Index opened 0.17% higher, with New Oriental rising over 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: The Hang Seng Index opened 0.17% higher, with New Oriental rising over 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>June 24 - Hong Kong's three major stock indices opened higher, with the Hang Seng Index rising 0.17% to 28,865 points, the Hang Seng Index rising 0.14% to 10,688 points, and the Hang Seng Tech Index rising 0.32% to 8,045 points.<img src=\"https://static.tigerbbs.com/bf14c488539ead32bc20f4d3e1881261\" tg-width=\"840\" tg-height=\"470\">Photovoltaic stocks performed strongly on the market.<a href=\"https://laohu8.com/S/06865\">Flat Glass</a>Opening 5% higher,<a href=\"https://laohu8.com/S/00868\">Xinyi Glass</a>、<a href=\"https://laohu8.com/S/00968\">Xinyi Light Energy</a>All rose; The education and pharmaceutical sectors led the gains, 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>All opened higher; Major technology stocks generally rose.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It rose more than 1%.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Meituan<a href=\"https://laohu8.com/S/00700\">Tencent</a>A slight increase; Sporting goods stocks were mixed, with Anta open low exceeding 1% and hitting a record high yesterday; Airline stocks and gambling stocks fell significantly.</p><p><a href=\"https://laohu8.com/S/01478\">Q Ti Technology</a>The stock rose nearly 3% after spinning off Kunshanqiu Titanium Microelectronics and submitting a listing application to the Shenzhen Stock Exchange's ChiNext board.</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","HSI":"恒生指数","02833":"恒指ETF","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,"HSI":0.9,"02833":0.9,"HSImain":0.9,"MCHmain":0.9,"MHImain":0.9,"HHImain":0.9,"09939":0.9}},"isVote":1,"tweetType":1,"viewCount":2099,"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":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583931290753281","authorIdStr":"3583931290753281"},"themes":[],"title":"","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, and open interest surged, with bulls already betting $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, Brent crude oil prices hit their highest level in more than two years on Tuesday. US crude oil broke through $70 for the first time in more than two and a half years.</p><p>Tuesday,<a href=\"https://laohu8.com/S/USEG\">U.S. energy</a>The Environmental Information Agency (EIA) has raised its WTI and Brent crude oil price forecasts for this year to $61.85 per barrel and $65.19 per barrel, respectively, up 5% and 4.7% from its May forecast.<b>Following the report's release, crude oil futures prices continued their upward trend.</b></p><p>London<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude oil futures for August delivery closed up 1.02% at $72.22 a barrel, a new closing 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 a barrel. This marks the first time WTI crude oil futures have closed above the $70 mark since October 2018.</p><p><h2>Why are oil prices rising?</h2>Crude oil prices have continued to rise in recent weeks. Brent crude oil prices have risen by nearly 40% since the beginning of this year.</p><p>accept<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>Analysts surveyed by Platts Energy Information on average expect U.S. EIA crude oil inventories to decrease by 4.1 million barrels last week, marking the third consecutive week of decline in U.S. crude oil inventories.</p><p><b>In addition to inventory decline</b>A large part of the reason for the rise in oil prices is the continuous advancement of the global COVID-19 vaccination process.<b>The market expects crude oil demand to rebound.</b></p><p>CNBC cited an analysis by Commerzbank:</p><p>The fundamental environment for the crude oil market remains favorable. Following the lifting of COVID-19 lockdown restrictions in some countries and regions, crude oil demand in the United States and Europe is recovering strongly. In addition,<b>Restrictions on supply by OPEC and its allies also help support prices</b>。 On Monday, U.S. Secretary of State Antony Blinken said:</p><p>Even if the United States reaches a nuclear agreement with Iran, hundreds of US sanctions against Tehran will remain in place. This means that there will not be much Iranian oil supply market. Phil Flynn, senior analyst at Price Futures Group in Chicago, commented:</p><p>According to Blinken, even if an agreement is reached, there is still a long way to go. All those expecting an oil flood will be disappointed.<h2>Bulls bet that oil prices will rise to $100</h2><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Open contracts in the commodities market are expected to surge by approximately $34 billion week-over-week, reaching a seasonal peak of $1.25 trillion, just 2% below the historical 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 open interest saw its biggest increase since April and has surpassed its short-term peak of $553 billion in March of 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 that crude oil bulls<b>The New York Mercantile Exchange's WTI long-term trading signal is approaching a \"sell to buy\" shift for the first time since January 2020.</b>。</p><p>Analysts believe that crude oil prices are currently at their highest level since 2018 and are expected to break through the high of October 2018.</p><p>\"Commodity Flagbearer\"<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Since March of this year, it has been stated that falling oil prices present a good buying opportunity and predicts that Brent crude oil will reach $80 per barrel this summer.</p><p>Amid a pullback/retracement in oil prices in May, Goldman Sachs reiterated that oil prices would rise to $80 per barrel. Currently, oil prices are not far from Goldman Sachs' forecast.<img src=\"https://wpimg.wallstcn.com/dfba6424-18a8-462c-874d-1bf409642c63.png\" tg-width=\"896\" tg-height=\"594\" referrerpolicy=\"no-referrer\"><b>Wall Street traders began betting on $100 per barrel crude oil call options for delivery in December 2022.</b>。</p><p>The fund managed by Adam Webb, chief investment officer of Blue Creek Capital Management LLC, sold crude oil put options and instead bought call options at $100 per barrel. According to data from options data provider QuikStrike, this type of contract involves more than 60 million barrels of crude oil.</p><p>Some activists have even started betting on $100 per barrel crude oil call options for delivery in December 2021, which last week involved 32 million barrels of crude oil. At the end of last year, the trading 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, and open interest surged, with bulls already betting $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, and open interest surged, with bulls already betting $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, Brent crude oil prices hit their highest level in more than two years on Tuesday. US crude oil broke through $70 for the first time in more than two and a half years.</p><p>Tuesday,<a href=\"https://laohu8.com/S/USEG\">U.S. energy</a>The Environmental Information Agency (EIA) has raised its WTI and Brent crude oil price forecasts for this year to $61.85 per barrel and $65.19 per barrel, respectively, up 5% and 4.7% from its May forecast.<b>Following the report's release, crude oil futures prices continued their upward trend.</b></p><p>London<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude oil futures for August delivery closed up 1.02% at $72.22 a barrel, a new closing 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 a barrel. This marks the first time WTI crude oil futures have closed above the $70 mark since October 2018.</p><p><h2>Why are oil prices rising?</h2>Crude oil prices have continued to rise in recent weeks. Brent crude oil prices have risen by nearly 40% since the beginning of this year.</p><p>accept<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>Analysts surveyed by Platts Energy Information on average expect U.S. EIA crude oil inventories to decrease by 4.1 million barrels last week, marking the third consecutive week of decline in U.S. crude oil inventories.</p><p><b>In addition to inventory decline</b>A large part of the reason for the rise in oil prices is the continuous advancement of the global COVID-19 vaccination process.<b>The market expects crude oil demand to rebound.</b></p><p>CNBC cited an analysis by Commerzbank:</p><p>The fundamental environment for the crude oil market remains favorable. Following the lifting of COVID-19 lockdown restrictions in some countries and regions, crude oil demand in the United States and Europe is recovering strongly. In addition,<b>Restrictions on supply by OPEC and its allies also help support prices</b>。 On Monday, U.S. Secretary of State Antony Blinken said:</p><p>Even if the United States reaches a nuclear agreement with Iran, hundreds of US sanctions against Tehran will remain in place. This means that there will not be much Iranian oil supply market. Phil Flynn, senior analyst at Price Futures Group in Chicago, commented:</p><p>According to Blinken, even if an agreement is reached, there is still a long way to go. All those expecting an oil flood will be disappointed.<h2>Bulls bet that oil prices will rise to $100</h2><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Open contracts in the commodities market are expected to surge by approximately $34 billion week-over-week, reaching a seasonal peak of $1.25 trillion, just 2% below the historical 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 open interest saw its biggest increase since April and has surpassed its short-term peak of $553 billion in March of 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 that crude oil bulls<b>The New York Mercantile Exchange's WTI long-term trading signal is approaching a \"sell to buy\" shift for the first time since January 2020.</b>。</p><p>Analysts believe that crude oil prices are currently at their highest level since 2018 and are expected to break through the high of October 2018.</p><p>\"Commodity Flagbearer\"<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Since March of this year, it has been stated that falling oil prices present a good buying opportunity and predicts that Brent crude oil will reach $80 per barrel this summer.</p><p>Amid a pullback/retracement in oil prices in May, Goldman Sachs reiterated that oil prices would rise to $80 per barrel. Currently, oil prices are not far from Goldman Sachs' forecast.<img src=\"https://wpimg.wallstcn.com/dfba6424-18a8-462c-874d-1bf409642c63.png\" tg-width=\"896\" tg-height=\"594\" referrerpolicy=\"no-referrer\"><b>Wall Street traders began betting on $100 per barrel crude oil call options for delivery in December 2022.</b>。</p><p>The fund managed by Adam Webb, chief investment officer of Blue Creek Capital Management LLC, sold crude oil put options and instead bought call options at $100 per barrel. According to data from options data provider QuikStrike, this type of contract involves more than 60 million barrels of crude oil.</p><p>Some activists have even started betting on $100 per barrel crude oil call options for delivery in December 2021, which last week involved 32 million barrels of crude oil. At the end of last year, the trading 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":{"USO":"美国原油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","DWT":"三倍做空原油ETN","SCO":"二倍做空彭博原油指数ETF"},"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":{"UCO":0.9,"USO":0.9,"DDG":0.9,"DWTIF":0.9,"DWT":0.9,"BZmain":0.9,"DUG":0.9,"CLmain":0.9,"SCO":0.9,"QMmain":0.9,"UWTIF":0.9}},"isVote":1,"tweetType":1,"viewCount":1644,"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":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"title":"","htmlText":"Good news&nbsp;","listText":"Good news&nbsp;","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":{"GRAB":"Grab Holdings","SE":"Sea Ltd"},"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":4969,"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":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"title":"","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":4325,"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":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"title":"","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 makes another \"brilliant move\"! Five Japanese trading companies acquired during the pandemic made a fortune","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>Abstract: At 91 years old, Warren Buffett is the only one of the world's ten richest people whose net worth has increased since the beginning of the year. During the pandemic, bets on Japan's five largest trading companies yielded excess returns as commodity prices soared, and Buffett also obtained considerable investment returns by betting on these companies to indirectly go long on commodities. The \"Oracle of Omaha\" is indeed the \"Oracle of Omaha\".</p><p>In August 2020, Berkshire Hathaway, owned by Warren Buffett, announced a total investment of $6 billion in five of Japan's largest trading companies, which shocked the Japanese market. At the time, these companies were also addressing the problem of 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 total value of Berkshire's holdings in these five companies increased by approximately $2 billion, representing a return of over 30%, a return that did not include Dividend revenue.</p><p>In 2022, supply constraints and geopolitical tensions, coupled with a rebound in demand, led to a surge in the prices of commodities such as energy, metals, and crops, and these Japanese companies owned by Buffett have been the biggest winners in the commodity boom.</p><p>This also means that Buffett indirectly goes long on commodities by holding these companies.</p><p>As mentioned in an earlier article on Wall Street, Morgan Stanley believes that \"commodities will continue to outperform stocks this year,\" with five factors—inflation protection, energy transition, geopolitical risks, reopening, and underinvestment—continuing to support commodity prices.</p><p>It's not just Morgan Stanley who is bullish on commodities; Karen Karniol-Tambour, an executive at Bridgewater Associates, the world's leading hedge fund, also stated that with economic expansion and rising prices, commodities are the least fully utilized tool to hedge against inflation.</p><p>The five companies invested in by Buffett are Itochu Corporation, Marubeni Corporation, Mitsubishi Corporation, Mitsui & Co., and Sumitomo Corporation. In Japan, these companies are often referred to as sogo shosha, but they are more like investment banks or private equity firms, both with dazzling businesses and portfolios. The recent rebound in prices from crude oil to iron ore has directly improved its revenue outlook.</p><p>For example, Marubeni Corp. shares surged to an all-time high on Thursday after the company raised its full-year forecast and announced a share buyback program. Others, such as Mitsubishi, Itochu, and Mitsui & Co., also raised their forecasts.</p><p>Although Marubeni CEO Masumi Kakinoki \"humbly\" stated, \"The price increases are outrageous, and we are calmly assessing them. The outlook may be uncertain, and other companies do not want to rely too heavily on commodities,\" it is undeniable that these companies are the largest investors in Japan's overseas energy and metals assets, benefiting from current market conditions and also profiting from regional price arbitrage.</p><p>According to Bloomberg, 91-year-old Warren Buffett is the only one of the world's ten richest people whose net worth has increased since the beginning of the year. Value investing is the cornerstone of Buffett's investment philosophy and a key focus of his Berkshire Hathaway company. Since the beginning of this year, its cumulative gain of 4.45% has outperformed technology companies and the S&P 500 index during the same period.</p><p>As mentioned in an earlier article on Wall Street Insights, against the backdrop of the Federal Reserve's tightening monetary policy, US value stocks will outperform growth stocks in 2022. Warren Buffett and Berkshire Hathaway, who are known as \"bellwethers of bull and bear markets,\" may benefit from the current market conditions. Their long-term investment philosophy has once again paid off, and Berkshire Hathaway's market capitalization has surpassed Meta's, and it is also expected to challenge 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 makes another \"brilliant move\"! Five Japanese trading companies acquired during the pandemic made a fortune</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 makes another \"brilliant move\"! Five Japanese trading companies acquired during the pandemic made a fortune\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>Abstract: At 91 years old, Warren Buffett is the only one of the world's ten richest people whose net worth has increased since the beginning of the year. During the pandemic, bets on Japan's five largest trading companies yielded excess returns as commodity prices soared, and Buffett also obtained considerable investment returns by betting on these companies to indirectly go long on commodities. The \"Oracle of Omaha\" is indeed the \"Oracle of Omaha\".</p><p>In August 2020, Berkshire Hathaway, owned by Warren Buffett, announced a total investment of $6 billion in five of Japan's largest trading companies, which shocked the Japanese market. At the time, these companies were also addressing the problem of 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 total value of Berkshire's holdings in these five companies increased by approximately $2 billion, representing a return of over 30%, a return that did not include Dividend revenue.</p><p>In 2022, supply constraints and geopolitical tensions, coupled with a rebound in demand, led to a surge in the prices of commodities such as energy, metals, and crops, and these Japanese companies owned by Buffett have been the biggest winners in the commodity boom.</p><p>This also means that Buffett indirectly goes long on commodities by holding these companies.</p><p>As mentioned in an earlier article on Wall Street, Morgan Stanley believes that \"commodities will continue to outperform stocks this year,\" with five factors—inflation protection, energy transition, geopolitical risks, reopening, and underinvestment—continuing to support commodity prices.</p><p>It's not just Morgan Stanley who is bullish on commodities; Karen Karniol-Tambour, an executive at Bridgewater Associates, the world's leading hedge fund, also stated that with economic expansion and rising prices, commodities are the least fully utilized tool to hedge against inflation.</p><p>The five companies invested in by Buffett are Itochu Corporation, Marubeni Corporation, Mitsubishi Corporation, Mitsui & Co., and Sumitomo Corporation. In Japan, these companies are often referred to as sogo shosha, but they are more like investment banks or private equity firms, both with dazzling businesses and portfolios. The recent rebound in prices from crude oil to iron ore has directly improved its revenue outlook.</p><p>For example, Marubeni Corp. shares surged to an all-time high on Thursday after the company raised its full-year forecast and announced a share buyback program. Others, such as Mitsubishi, Itochu, and Mitsui & Co., also raised their forecasts.</p><p>Although Marubeni CEO Masumi Kakinoki \"humbly\" stated, \"The price increases are outrageous, and we are calmly assessing them. The outlook may be uncertain, and other companies do not want to rely too heavily on commodities,\" it is undeniable that these companies are the largest investors in Japan's overseas energy and metals assets, benefiting from current market conditions and also profiting from regional price arbitrage.</p><p>According to Bloomberg, 91-year-old Warren Buffett is the only one of the world's ten richest people whose net worth has increased since the beginning of the year. Value investing is the cornerstone of Buffett's investment philosophy and a key focus of his Berkshire Hathaway company. Since the beginning of this year, its cumulative gain of 4.45% has outperformed technology companies and the S&P 500 index during the same period.</p><p>As mentioned in an earlier article on Wall Street Insights, against the backdrop of the Federal Reserve's tightening monetary policy, US value stocks will outperform growth stocks in 2022. Warren Buffett and Berkshire Hathaway, who are known as \"bellwethers of bull and bear markets,\" may benefit from the current market conditions. Their long-term investment philosophy has once again paid off, and Berkshire Hathaway's market capitalization has surpassed Meta's, and it is also expected to challenge 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":4811,"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":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/PDD 20230317 70.0 PUT\">$PDD 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