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2023-03-17

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华尔街大行出手！商讨救助第一共和银行，包括可能的注资

2023-03-13

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本周前瞻 | 美国CPI数据重磅来袭！Adobe、小鹏汽车等发布财报

2023-03-13

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SVB Fallout, Inflation, Retail Sales: What to Know This Week

2023-03-09

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外媒头条 | 鲍威尔脱稿“尚未决定”加快升息步伐

2023-03-03

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盖茨：我认为美国永远无法成功阻止中国拥有强大的芯片

2023-03-03

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2023-03-03

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2023-03-03

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2023-03-01

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2023-03-01

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雪佛龙CEO：公司不急于并购，但石油巨头整合的可能性存在

2023-02-27

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央行2022年四季度货币政策报告的7大信号

2023-02-27

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特斯拉下周要公布“宏图3”，马斯克的野心是什么？ChatGPT如此回答

2023-02-27

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外媒头条 | 苹果服务业务放缓或是“周期性的”

2023-02-27

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库克要被踢出苹果董事会？是效力25年老将，年薪6.8亿要降薪

2023-02-27

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2023-02-03

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2023-02-03

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Sony Q3 Profit Down 7.8%, but Beats Analysts' Estimates

2023-01-13

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期权大单 | 阿里巴巴看涨期权成交活跃！市场强劲复苏，航空股迎来投资窗口

2023-01-13

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*汇丰研究升中国飞鹤(06186.HK)评级至“买入” 目标价上调至9.6元

2023-01-13

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07:26","market":"us","language":"zh","title":"华尔街大行出手！商讨救助第一共和银行，包括可能的注资","url":"https://stock-news.laohu8.com/highlight/detail?id=2320364099","media":"华尔街见闻","summary":"包括摩根大通、花旗集团、富国银行、摩根士丹利等在内的美国几家最大银行正在讨论与第一共和银行的潜在交易，包括可能的注资，以支撑该银行。消息人士称，当前第一共和银行由多种选择，其中包括多种形式的融资，被全面收购也是选项之一。消息传出后，第一共和银行股价刷新日高，日内跌幅一度收窄到不足17%。","content":"<html><head></head><body><blockquote>花旗、摩根大通等华尔街大行向第一共和银行注资300亿美元。这些银行在一份声明中称：“美国最大银行的这一行动反映了他们对第一共和银行和各种规模银行的信心，也表明了他们对帮助银行服务客户和社区的总体承诺。区域银行、中型银行和小型银行对我们金融体系的健康和运作至关重要。”</blockquote><p>3月16日周四美股早盘，有媒体援引消息人士的话说，包括<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、花旗集团、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>等在内的美国几家最大银行正在讨论与<a href=\"https://laohu8.com/S/FRC\">第一共和银行</a>的潜在交易，包括可能的注资，以支撑该银行。消息人士称，当前第一共和银行有多种选择，其中包括多种形式的融资，被全面收购也是选项之一。</p><p>第一共和银行和华尔街的大银行们的协议最快会在几天内达成。</p><p>消息传出后，标普和道指转涨，纳指涨幅扩大到1%以上。第一共和银行股价刷新日高，日内跌幅一度收窄到不足17%。其他地区银行也总体有所反弹。日内曾跌近4%的地区银行股相关ETF一度转涨。</p><p><img src=\"https://static.tigerbbs.com/1e15c8d84c7b89114d8718a30aa5fddc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>不过当前美国金融市场瞬息万变，交易能否达成以及以什么样的方式达成仍然高度不确定。此外，任何交易都需要监管机构的批准，并且受到第一共和银行股价的影响。</p><p>在<a href=\"https://laohu8.com/S/SIVB\">硅谷银行</a>上周倒闭引发人们对其他拥有大量未投保存款的地区性银行的担忧之后，第一共和银行成为市场关注的焦点。近来，客户从第一共和银行撤出数十亿存款，该银行在周末试图通过一项交易来遏制这一趋势，该交易于周日宣布，美联储和摩根大通等为该银行提供了总计700亿美元的可用流动性。</p><p>知情人士说，该银行一直保持稳定，存款损失并不大。但标准普尔全球评级周三将该行的债券评级下调至垃圾级，投资者继续抛售，增加了更多的不确定性。</p><p>该银行的股票本周下跌了大约四分之三。其市值已从3月8日硅谷银行危机开始时的210亿美元降至不到50亿美元。</p><p>Keefe, Bruyette and Woods的分析师Christopher McGratty认为：</p><blockquote>通常情况下，潜在的被收购新闻会支撑股价。但在硅谷银行危机后遭遇大量存款外流之际，第一共和银行可能依然难以从困境中脱身。鉴于出售的价值是按照市值计算的，任何潜在的出售对现有股东来说都可能是一个艰难的结果。</blockquote><p>这种瞬息万变的形势让人想起2008年金融危机期间银行体系的戏剧性事件，当时摩根大通扮演白衣骑士的角色，先后收购了贝尔斯登和华盛顿互惠银行。但随之而来的是诉讼、损失和政治压力。摩根大通首席执行官Jamie Dimon曾表示，他再也不会参与美国政府主导的救助行动。</p><p>第一共和银行的业务和股票市场估值长期以来一直令银行业羡慕不已。该行专注于美国沿海富裕地区的高净值人群和企业，贷款业务包括向扎克伯格这样的人提供巨额按揭贷款，这些贷款中的坏账率非常低，截至2022年底，该银行拥有约2130亿美元的资产。尽管去年该银行的利润有所增长，但美联储的激进加息依然给公司带来了损失。</p></body></html>","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>华尔街大行出手！商讨救助第一共和银行，包括可能的注资</title>\n<style 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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\">\n华尔街大行出手！商讨救助第一共和银行，包括可能的注资\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-17 07:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3684234><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗、摩根大通等华尔街大行向第一共和银行注资300亿美元。这些银行在一份声明中称：“美国最大银行的这一行动反映了他们对第一共和银行和各种规模银行的信心，也表明了他们对帮助银行服务客户和社区的总体承诺。区域银行、中型银行和小型银行对我们金融体系的健康和运作至关重要。”3月16日周四美股早盘，有媒体援引消息人士的话说，包括摩根大通、花旗集团、富国银行、摩根士丹利等在内的美国几家最大银行正在讨论与...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3684234\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f4e19787c12ccd6bf762c155697c237","relate_stocks":{"BK4589":"SVB概念","BK4548":"巴美列捷福持仓","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4211":"区域性银行","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD"},"source_url":"https://wallstreetcn.com/articles/3684234","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320364099","content_text":"花旗、摩根大通等华尔街大行向第一共和银行注资300亿美元。这些银行在一份声明中称：“美国最大银行的这一行动反映了他们对第一共和银行和各种规模银行的信心，也表明了他们对帮助银行服务客户和社区的总体承诺。区域银行、中型银行和小型银行对我们金融体系的健康和运作至关重要。”3月16日周四美股早盘，有媒体援引消息人士的话说，包括摩根大通、花旗集团、富国银行、摩根士丹利等在内的美国几家最大银行正在讨论与第一共和银行的潜在交易，包括可能的注资，以支撑该银行。消息人士称，当前第一共和银行有多种选择，其中包括多种形式的融资，被全面收购也是选项之一。第一共和银行和华尔街的大银行们的协议最快会在几天内达成。消息传出后，标普和道指转涨，纳指涨幅扩大到1%以上。第一共和银行股价刷新日高，日内跌幅一度收窄到不足17%。其他地区银行也总体有所反弹。日内曾跌近4%的地区银行股相关ETF一度转涨。不过当前美国金融市场瞬息万变，交易能否达成以及以什么样的方式达成仍然高度不确定。此外，任何交易都需要监管机构的批准，并且受到第一共和银行股价的影响。在硅谷银行上周倒闭引发人们对其他拥有大量未投保存款的地区性银行的担忧之后，第一共和银行成为市场关注的焦点。近来，客户从第一共和银行撤出数十亿存款，该银行在周末试图通过一项交易来遏制这一趋势，该交易于周日宣布，美联储和摩根大通等为该银行提供了总计700亿美元的可用流动性。知情人士说，该银行一直保持稳定，存款损失并不大。但标准普尔全球评级周三将该行的债券评级下调至垃圾级，投资者继续抛售，增加了更多的不确定性。该银行的股票本周下跌了大约四分之三。其市值已从3月8日硅谷银行危机开始时的210亿美元降至不到50亿美元。Keefe, Bruyette and Woods的分析师Christopher McGratty认为：通常情况下，潜在的被收购新闻会支撑股价。但在硅谷银行危机后遭遇大量存款外流之际，第一共和银行可能依然难以从困境中脱身。鉴于出售的价值是按照市值计算的，任何潜在的出售对现有股东来说都可能是一个艰难的结果。这种瞬息万变的形势让人想起2008年金融危机期间银行体系的戏剧性事件，当时摩根大通扮演白衣骑士的角色，先后收购了贝尔斯登和华盛顿互惠银行。但随之而来的是诉讼、损失和政治压力。摩根大通首席执行官Jamie Dimon曾表示，他再也不会参与美国政府主导的救助行动。第一共和银行的业务和股票市场估值长期以来一直令银行业羡慕不已。该行专注于美国沿海富裕地区的高净值人群和企业，贷款业务包括向扎克伯格这样的人提供巨额按揭贷款，这些贷款中的坏账率非常低，截至2022年底，该银行拥有约2130亿美元的资产。尽管去年该银行的利润有所增长，但美联储的激进加息依然给公司带来了损失。","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949671299,"gmtCreate":1678666069512,"gmtModify":1678666073652,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949671299","repostId":"1148015560","repostType":2,"repost":{"id":"1148015560","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":1678662881,"share":"https://ttm.financial/m/news/1148015560?lang=&edition=fundamental","pubTime":"2023-03-13 07:14","market":"hk","language":"zh","title":"本周前瞻 | 美国CPI数据重磅来袭！Adobe、小鹏汽车等发布财报","url":"https://stock-news.laohu8.com/highlight/detail?id=1148015560","media":"老虎资讯综合","summary":"本周（3.13-3.17）重磅财经事件及数据如下：经济数据方面，本周将发布多个重要数据，其中美国未季调CPI年率、季调后CPI月率、截至3月10日当周API和EIA原油库存变动、截至3月11日当周初请","content":"<html><head></head><body><p>本周（3.13-3.17）重磅财经事件及数据如下：</p><blockquote>经济数据方面，本周将发布多个重要数据，其中美国未季调CPI年率、季调后CPI月率、截至3月10日当周API和EIA原油库存变动、截至3月11日当周初请失业金人数等应留意。</blockquote><blockquote>财经事件方面，IEA月度原油市场报告、欧洲央行利率决议、中国70个大中城市住宅销售价格月度报告、百度“文心一言”主题发布会等都将在本周进行发布。</blockquote><blockquote>财报方面，美股联邦快递、Adobe、小鹏汽车与港股中国平安、龙湖集团、李宁、阅文集团等将在本周公布财报。</blockquote><p><img src=\"https://static.tigerbbs.com/618ec520caf78a2aaff48d97ddb5ad65\" tg-width=\"2096\" tg-height=\"1458\" referrerpolicy=\"no-referrer\"/><b>3月13日 周一关键词：美国谘商会就业趋势指数；美联储紧急召开联邦储备系统理事会非公开会议；平安好医生、诺辉健康财报</b></p><p>周一，经济数据方面，投资者可关注美国谘商会就业趋势指数。</p><p>财经事件方面，美联储将紧急召开联邦储备系统理事会非公开会议，议程为评估并决定联邦储备银行收取的预付利率和贴现率。</p><p>财报方面，港股<a href=\"https://laohu8.com/S/01833\">平安好医生</a>、<a href=\"https://laohu8.com/S/06606\">诺辉健康-B</a>将分别发布财报。</p><p><b>3月14日 周二关键词：美国CPI数据、美国NFIB小型企业信心指数</b><img src=\"https://static.tigerbbs.com/56a2a7b255ad5f7828401a91efafea29\" tg-width=\"949\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/>周二，经济数据方面，市场重点关注美国将公布的一系列CPI数据，包括未季调CPI年率，季调后CPI月率等。</p><blockquote>目前市场预期美国2月CPI年率未季调为6%，略低于6.4%的前值。美国2月CPI月率季调后为0.4%，同样略低于0.5%的前值</blockquote><blockquote>美国劳工统计局发布数据显示，1月美国消费者价格指数（CPI）同比增长6.4%。剔除波动较大的能源和食品价格后，核心CPI当月同比上涨5.6%，低于前值的5.7%。</blockquote><blockquote>此前，经济学家预计，1月消费者价格指数同比将上升6.2%，核心CPI环比上涨0.4%，同比上涨5.5%。CPI数据展示的是消费者支付的商品和服务价格的变动情况。3月14日，美国将公布2月份CPI数据，投资者需重点关注。</blockquote><p><b>3月15日 周三关键词：美国当周API和EIA原油库存变动；美国2月零售销售月率；日本央行1月货币政策会议纪要；中国平安、中通快递财报</b><img src=\"https://static.tigerbbs.com/61e78a458a0a285bc018d945b1f0e4e8\" tg-width=\"952\" tg-height=\"1173\" referrerpolicy=\"no-referrer\"/>周三，经济数据方面，美国将公布当周API和EIA原油库存变动，料影响油价走势。</p><blockquote>美国截至3月2日当周API原油库存减少383.5万桶，分析师预期减少3.08万桶，前值增加620.3万桶。3月3日当周，美国EIA原油库存减少169.4万桶，预期增加160万桶，前值增加116.6万桶。3月15日，美国将公布截至3月10日当周API和EIA原油库存变动，或继续减少。</blockquote><p>财经事件方面，IEA（国际能源署）将公布月度原油市场报告，投资者需密切注意。</p><p>财报方面，港股<a href=\"https://laohu8.com/S/02318\">中国平安</a>、<a href=\"https://laohu8.com/S/02057\">中通快递-SW</a>将公布财报。</p><p><b>3月16日 周四关键词：美国当周初请失业金人数；欧洲央行利率决议；百度“文心一言”主题发布会；Adobe、贝壳、李宁财报</b><img src=\"https://static.tigerbbs.com/8cd0c2302aacd4f4202bd46f7cb53ade\" tg-width=\"952\" tg-height=\"1294\" referrerpolicy=\"no-referrer\"/>周四，经济数据方面，投资者应密切关注当周初请失业金人数。</p><p>财经事件方面，欧洲央行将举行利率决议。</p><blockquote>当地时间3月8日，意大利央行行长维斯科表示，不赞成欧洲央行继续加息，认为其货币政策应继续保持谨慎。不过，市场预期欧洲央行很有可能3月加息。从目前欧洲央行各主要官员的表态来看，欧洲央行很有可能在3月货币政策会议上继续加息，并且加息50个基点也已经是大概率事件。欧洲央行行长拉加德近日对媒体表示，欧元区核心通胀将在短期内保持高位，因此，欧洲央行本月晚些时候加息50个基点的可能性越来越大。</blockquote><p>此外，百度将召开“文心一言”主题发布会。</p><blockquote>百度计划于3月16日14时在北京总部召开新闻发布会，主题围绕文心一言。百度创始人、董事长兼首席执行官李彦宏，百度首席技术官王海峰将出席。</blockquote><p>另外，国家统计局公布的70个大中城市住宅销售价格月度报告也应密切留意。</p><p>财报方面，全球最大的创意设计软件制造商<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>将于3月15日美股盘后公布财报，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>将于3月16日美股盘前公布财报。</p><p>此外，港股<a href=\"https://laohu8.com/S/02331\">李宁</a>、<a href=\"https://laohu8.com/S/00772\">阅文集团</a>、<a href=\"https://laohu8.com/S/03606\">福耀玻璃</a>也将于当日公布财报。</p><p><b>3月17日 周五关键词：美国密歇根大学消费者信心指数；联邦快递、小鹏汽车、龙湖集团财报</b><img src=\"https://static.tigerbbs.com/82c1948786b0c86f1a7c5cf88741b873\" tg-width=\"955\" tg-height=\"199\" referrerpolicy=\"no-referrer\"/>周五，经济数据方面，美国密歇根大学消费者信心指数即将公布。</p><p>财报方面，“美国经济的晴雨表”<a href=\"https://laohu8.com/S/FDX\">联邦快递</a>将于3月16日盘后发布财报，国内新能源汽车品牌<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>将于3月17日盘前发布财报。</p><p>此外，港股<a href=\"https://laohu8.com/S/00960\">龙湖集团</a>、<a href=\"https://laohu8.com/S/01313\">华润水泥控股</a>也将于当日发布财报。</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>本周前瞻 | 美国CPI数据重磅来袭！Adobe、小鹏汽车等发布财报</title>\n<style 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}\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\">\n本周前瞻 | 美国CPI数据重磅来袭！Adobe、小鹏汽车等发布财报\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-03-13 07:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周（3.13-3.17）重磅财经事件及数据如下：</p><blockquote>经济数据方面，本周将发布多个重要数据，其中美国未季调CPI年率、季调后CPI月率、截至3月10日当周API和EIA原油库存变动、截至3月11日当周初请失业金人数等应留意。</blockquote><blockquote>财经事件方面，IEA月度原油市场报告、欧洲央行利率决议、中国70个大中城市住宅销售价格月度报告、百度“文心一言”主题发布会等都将在本周进行发布。</blockquote><blockquote>财报方面，美股联邦快递、Adobe、小鹏汽车与港股中国平安、龙湖集团、李宁、阅文集团等将在本周公布财报。</blockquote><p><img src=\"https://static.tigerbbs.com/618ec520caf78a2aaff48d97ddb5ad65\" tg-width=\"2096\" tg-height=\"1458\" referrerpolicy=\"no-referrer\"/><b>3月13日 周一关键词：美国谘商会就业趋势指数；美联储紧急召开联邦储备系统理事会非公开会议；平安好医生、诺辉健康财报</b></p><p>周一，经济数据方面，投资者可关注美国谘商会就业趋势指数。</p><p>财经事件方面，美联储将紧急召开联邦储备系统理事会非公开会议，议程为评估并决定联邦储备银行收取的预付利率和贴现率。</p><p>财报方面，港股<a href=\"https://laohu8.com/S/01833\">平安好医生</a>、<a href=\"https://laohu8.com/S/06606\">诺辉健康-B</a>将分别发布财报。</p><p><b>3月14日 周二关键词：美国CPI数据、美国NFIB小型企业信心指数</b><img src=\"https://static.tigerbbs.com/56a2a7b255ad5f7828401a91efafea29\" tg-width=\"949\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/>周二，经济数据方面，市场重点关注美国将公布的一系列CPI数据，包括未季调CPI年率，季调后CPI月率等。</p><blockquote>目前市场预期美国2月CPI年率未季调为6%，略低于6.4%的前值。美国2月CPI月率季调后为0.4%，同样略低于0.5%的前值</blockquote><blockquote>美国劳工统计局发布数据显示，1月美国消费者价格指数（CPI）同比增长6.4%。剔除波动较大的能源和食品价格后，核心CPI当月同比上涨5.6%，低于前值的5.7%。</blockquote><blockquote>此前，经济学家预计，1月消费者价格指数同比将上升6.2%，核心CPI环比上涨0.4%，同比上涨5.5%。CPI数据展示的是消费者支付的商品和服务价格的变动情况。3月14日，美国将公布2月份CPI数据，投资者需重点关注。</blockquote><p><b>3月15日 周三关键词：美国当周API和EIA原油库存变动；美国2月零售销售月率；日本央行1月货币政策会议纪要；中国平安、中通快递财报</b><img src=\"https://static.tigerbbs.com/61e78a458a0a285bc018d945b1f0e4e8\" tg-width=\"952\" tg-height=\"1173\" referrerpolicy=\"no-referrer\"/>周三，经济数据方面，美国将公布当周API和EIA原油库存变动，料影响油价走势。</p><blockquote>美国截至3月2日当周API原油库存减少383.5万桶，分析师预期减少3.08万桶，前值增加620.3万桶。3月3日当周，美国EIA原油库存减少169.4万桶，预期增加160万桶，前值增加116.6万桶。3月15日，美国将公布截至3月10日当周API和EIA原油库存变动，或继续减少。</blockquote><p>财经事件方面，IEA（国际能源署）将公布月度原油市场报告，投资者需密切注意。</p><p>财报方面，港股<a href=\"https://laohu8.com/S/02318\">中国平安</a>、<a href=\"https://laohu8.com/S/02057\">中通快递-SW</a>将公布财报。</p><p><b>3月16日 周四关键词：美国当周初请失业金人数；欧洲央行利率决议；百度“文心一言”主题发布会；Adobe、贝壳、李宁财报</b><img src=\"https://static.tigerbbs.com/8cd0c2302aacd4f4202bd46f7cb53ade\" tg-width=\"952\" tg-height=\"1294\" referrerpolicy=\"no-referrer\"/>周四，经济数据方面，投资者应密切关注当周初请失业金人数。</p><p>财经事件方面，欧洲央行将举行利率决议。</p><blockquote>当地时间3月8日，意大利央行行长维斯科表示，不赞成欧洲央行继续加息，认为其货币政策应继续保持谨慎。不过，市场预期欧洲央行很有可能3月加息。从目前欧洲央行各主要官员的表态来看，欧洲央行很有可能在3月货币政策会议上继续加息，并且加息50个基点也已经是大概率事件。欧洲央行行长拉加德近日对媒体表示，欧元区核心通胀将在短期内保持高位，因此，欧洲央行本月晚些时候加息50个基点的可能性越来越大。</blockquote><p>此外，百度将召开“文心一言”主题发布会。</p><blockquote>百度计划于3月16日14时在北京总部召开新闻发布会，主题围绕文心一言。百度创始人、董事长兼首席执行官李彦宏，百度首席技术官王海峰将出席。</blockquote><p>另外，国家统计局公布的70个大中城市住宅销售价格月度报告也应密切留意。</p><p>财报方面，全球最大的创意设计软件制造商<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>将于3月15日美股盘后公布财报，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>将于3月16日美股盘前公布财报。</p><p>此外，港股<a href=\"https://laohu8.com/S/02331\">李宁</a>、<a href=\"https://laohu8.com/S/00772\">阅文集团</a>、<a href=\"https://laohu8.com/S/03606\">福耀玻璃</a>也将于当日公布财报。</p><p><b>3月17日 周五关键词：美国密歇根大学消费者信心指数；联邦快递、小鹏汽车、龙湖集团财报</b><img src=\"https://static.tigerbbs.com/82c1948786b0c86f1a7c5cf88741b873\" tg-width=\"955\" tg-height=\"199\" referrerpolicy=\"no-referrer\"/>周五，经济数据方面，美国密歇根大学消费者信心指数即将公布。</p><p>财报方面，“美国经济的晴雨表”<a href=\"https://laohu8.com/S/FDX\">联邦快递</a>将于3月16日盘后发布财报，国内新能源汽车品牌<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>将于3月17日盘前发布财报。</p><p>此外，港股<a href=\"https://laohu8.com/S/00960\">龙湖集团</a>、<a href=\"https://laohu8.com/S/01313\">华润水泥控股</a>也将于当日发布财报。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148015560","content_text":"本周（3.13-3.17）重磅财经事件及数据如下：经济数据方面，本周将发布多个重要数据，其中美国未季调CPI年率、季调后CPI月率、截至3月10日当周API和EIA原油库存变动、截至3月11日当周初请失业金人数等应留意。财经事件方面，IEA月度原油市场报告、欧洲央行利率决议、中国70个大中城市住宅销售价格月度报告、百度“文心一言”主题发布会等都将在本周进行发布。财报方面，美股联邦快递、Adobe、小鹏汽车与港股中国平安、龙湖集团、李宁、阅文集团等将在本周公布财报。3月13日 周一关键词：美国谘商会就业趋势指数；美联储紧急召开联邦储备系统理事会非公开会议；平安好医生、诺辉健康财报周一，经济数据方面，投资者可关注美国谘商会就业趋势指数。财经事件方面，美联储将紧急召开联邦储备系统理事会非公开会议，议程为评估并决定联邦储备银行收取的预付利率和贴现率。财报方面，港股平安好医生、诺辉健康-B将分别发布财报。3月14日 周二关键词：美国CPI数据、美国NFIB小型企业信心指数周二，经济数据方面，市场重点关注美国将公布的一系列CPI数据，包括未季调CPI年率，季调后CPI月率等。目前市场预期美国2月CPI年率未季调为6%，略低于6.4%的前值。美国2月CPI月率季调后为0.4%，同样略低于0.5%的前值美国劳工统计局发布数据显示，1月美国消费者价格指数（CPI）同比增长6.4%。剔除波动较大的能源和食品价格后，核心CPI当月同比上涨5.6%，低于前值的5.7%。此前，经济学家预计，1月消费者价格指数同比将上升6.2%，核心CPI环比上涨0.4%，同比上涨5.5%。CPI数据展示的是消费者支付的商品和服务价格的变动情况。3月14日，美国将公布2月份CPI数据，投资者需重点关注。3月15日 周三关键词：美国当周API和EIA原油库存变动；美国2月零售销售月率；日本央行1月货币政策会议纪要；中国平安、中通快递财报周三，经济数据方面，美国将公布当周API和EIA原油库存变动，料影响油价走势。美国截至3月2日当周API原油库存减少383.5万桶，分析师预期减少3.08万桶，前值增加620.3万桶。3月3日当周，美国EIA原油库存减少169.4万桶，预期增加160万桶，前值增加116.6万桶。3月15日，美国将公布截至3月10日当周API和EIA原油库存变动，或继续减少。财经事件方面，IEA（国际能源署）将公布月度原油市场报告，投资者需密切注意。财报方面，港股中国平安、中通快递-SW将公布财报。3月16日 周四关键词：美国当周初请失业金人数；欧洲央行利率决议；百度“文心一言”主题发布会；Adobe、贝壳、李宁财报周四，经济数据方面，投资者应密切关注当周初请失业金人数。财经事件方面，欧洲央行将举行利率决议。当地时间3月8日，意大利央行行长维斯科表示，不赞成欧洲央行继续加息，认为其货币政策应继续保持谨慎。不过，市场预期欧洲央行很有可能3月加息。从目前欧洲央行各主要官员的表态来看，欧洲央行很有可能在3月货币政策会议上继续加息，并且加息50个基点也已经是大概率事件。欧洲央行行长拉加德近日对媒体表示，欧元区核心通胀将在短期内保持高位，因此，欧洲央行本月晚些时候加息50个基点的可能性越来越大。此外，百度将召开“文心一言”主题发布会。百度计划于3月16日14时在北京总部召开新闻发布会，主题围绕文心一言。百度创始人、董事长兼首席执行官李彦宏，百度首席技术官王海峰将出席。另外，国家统计局公布的70个大中城市住宅销售价格月度报告也应密切留意。财报方面，全球最大的创意设计软件制造商Adobe将于3月15日美股盘后公布财报，贝壳将于3月16日美股盘前公布财报。此外，港股李宁、阅文集团、福耀玻璃也将于当日公布财报。3月17日 周五关键词：美国密歇根大学消费者信心指数；联邦快递、小鹏汽车、龙湖集团财报周五，经济数据方面，美国密歇根大学消费者信心指数即将公布。财报方面，“美国经济的晴雨表”联邦快递将于3月16日盘后发布财报，国内新能源汽车品牌小鹏汽车将于3月17日盘前发布财报。此外，港股龙湖集团、华润水泥控股也将于当日发布财报。","news_type":1},"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949671984,"gmtCreate":1678666000248,"gmtModify":1678666004485,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949671984","repostId":"2318778137","repostType":2,"repost":{"id":"2318778137","pubTimestamp":1678661775,"share":"https://ttm.financial/m/news/2318778137?lang=&edition=fundamental","pubTime":"2023-03-13 06:56","market":"us","language":"en","title":"SVB Fallout, Inflation, Retail Sales: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2318778137","media":"Yahoo Finance","summary":"Two key economic data points ahead of the Federal Reserve's next policy meeting will greet investors","content":"<html><head></head><body><p>Two key economic data points ahead of the Federal Reserve&#39;s next policy meeting will greet investors in the week ahead as the eyes of the investing public — and beyond — will remain locked on the latest developments in the fallout from Silicon Valley Bank&#39;s collapse last week.</p><p>The February Consumer Price Index (CPI) on Tuesday and the February read on retail sales out Wednesday morning will likely firm up investor expectations for the Fed&#39;s next policy move.</p><p>Consensus forecasts are calling for CPI to rise 6% over last year on a headline basis and 5.5% on a &#34;core&#34; basis in February, according to data from Trading Economics. A 6% increase in inflation would mark the slowest annual increase in consumer prices since September 2021.</p><p>Investor focus on the Fed&#39;s next steps, however, has been usurped as the top focus for investors in recent days with Friday&#39;s shock collapse of Silicon Valley Bank and fears over what the second-largest bank failure in U.S. history could mean for the broader financial system.</p><p>How futures open Sunday evening and what follow-through, if any, there is into Monday&#39;s trading session will be crucial in setting the tone for the coming week. And it will provide a clue as to whether investors agree with many initial reactions to Silicon Valley Bank&#39;s collapse — namely, that this represents a unique failure rather than the beginning of something larger.</p><p>As Yahoo Finance&#39;s Jennifer Schonberger reported Friday, TD Cowen analyst Jaret Seiberg wrote Friday that the firm does &#34;not see this as the start of a broader threat to the safety and soundness of the banking system.&#34;</p><p>&#34;Much like Silvergate (SI), Silicon Valley had a unique business model that was less dependent on retail deposits than a traditional bank,&#34; Seiberg added. &#34;This left the bank more exposed to interest rate risk as its funding got more expensive, but its assets were not repricing higher.&#34;</p><p><img src=\"https://community-static.tradeup.com/news/c89abfc9d493bca3bc89f7710594145b\" tg-width=\"5500\" tg-height=\"3667\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>A view of the Park Avenue location of Silicon Valley Bank (SVB), in New York City, U.S., March 10, 2023. REUTERS/David &#39;Dee&#39; Delgado</p><p>David Dee Delgado / reuters</p><p>In a note to clients published Friday, Kabir Caprihan, an analyst at JPMorgan, echoed much of this sentiment, writing: &#34;At the outset, we don’t believe [Silicon Valley Bank&#39;s collapse] to be systemic, but it does reflect some of the structural issues that we highlighted in our outlook and what drove our Underweight on regional banks.&#34;</p><p>The scale and particular challenges that took down Silicon Valley Bank are unique — its exposure to the cash-burning tech world most punished by investors during the Fed&#39;s rate-hiking campaign being at the top of this list. But the general story of a surge in deposits in 2021, outflows in recent months, and losses in securities portfolios is likely to challenge some regional banks in the near term.</p><p>A Bloomberg report late Saturday said the FDIC — which took control of the bank on Friday morning — was working to make whole a portion of uninsured deposits held with the bank, with the outlet reporting payments between 30% and 50% of deposits were being discussed.</p><p>Officials from the Fed and FDIC have also discussed establishing a fund to backstop deposits from other institutions that might face a crisis similar to what took down Silicon Valley Bank in the coming weeks, Bloomberg reported. Across the Atlantic, UK finance minister Jeremy Hunt said the British government has been working to ensure any UK firm&#39;s facing cash needs from SVB&#39;s failure &#34;are able to meet their cashflow requirements to pay their staff.&#34;</p><p>Semafor reported over the weekend hedge funds have been reaching out to startups with cash stuck at Silicon Valley Bank with offers to buy their deposits at a discount, as some companies face a cash crunch with payroll looming and a potentially long road ahead to being made whole on money deposited with the failed bank.</p><p>This comes as regulators feel out buyers for Silicon Valley Bank as well as the wealth management, investment, and securities business housed under the bank&#39;s former parent company, SVB Financial (SIVB). Employees of the failed Silicon Valley Bank will remain employed for 45 days before being let go, Bloomberg reported Saturday.</p><p>The FDIC&#39;s latest update on the situation as of Saturday evening said: &#34;All depositors will have full access to their insured deposits no later than Monday morning, March 13, 2023. The FDIC will pay uninsured depositors an advance dividend within the next week.&#34;</p><p>The FDIC added: &#34;Uninsured depositors will receive a receivership certificate for the remaining amount of their uninsured funds. As the FDIC sells the assets of Silicon Valley Bank, future dividend payments may be made to uninsured depositors.&#34;</p><p>&#34;The circumstances of the Silicon Valley Bank collapse are unique enough that it probably won&#39;t trigger a widespread financial contagion,&#34; wrote Paul Ashworth, chief North America economist at Capital Economics. &#34;Nevertheless, it is a timely reminder that when the Fed is singularly focused on squeezing inflation by jacking up interest rates – it often ends up breaking things.&#34;</p><p>—</p><h3>Economic Calendar</h3><p><b>Monday</b>: No major economic releases scheduled.</p><p><b>Tuesday</b>: Consumer Price Index, year-over-year, February (+6% expected vs. +6.4% in January); Consumer Price Index, month-over-month, February (+0.4% expected vs. +0.5% in January); &#34;Core&#34; CPI, year-over-year, February (+5.5% expected vs. 5.6% in January); &#34;Core&#34; CPI, month-over-month, February (+0.4% expected vs. +0.4% in January)</p><p><b>Wednesday</b>: MBA Mortgage Applications; Producer prices, year-over-year, February (+5.4% expected vs. 6% in January); Producer prices, month-over-month, February (+0.3% expected vs. +0.7% in January); &#34;Core&#34; PPI, year-over-year, February (+5.2% expected vs. +5.4% in January); &#34;Core&#34; PPI, month-over-month, February (+0.4% expected vs. 0.4% in January); Retail sales, month-over-month, February (-0.3% expected vs. +3% in January); NAHB Home Builder Sentiment, March (42 expected vs. 42 in February)</p><p><b>Thursday</b>: Building permits, February (1.238 million annualized rate vs. 1.339 million in January); Housing starts, February (1.31 million annualized rate vs. 1.309 million in January); Initial jobless claims (205,000 expected vs. 211,000 last week); Philly Fed manufacturing survey</p><p><b>Friday</b>: Industrial production, February (+0.4% expected vs. 0% in January); University of Michigan consumer sentiment, preliminary March reading</p><p>—</p><h3>Earnings Calendar</h3><p><b>Monday</b>: GitLab (GTLB)</p><p><b>Tuesday</b>: Lennar (LEN); Guess (GES); SentinelOne (S); <a href=\"https://laohu8.com/S/STNE\">StoneCo</a> (STNE)</p><p><b>Wednesday</b>: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> (ADBE); Oatly (OTLY); <a href=\"https://laohu8.com/S/PATH\">UiPath</a> (PATH); <a href=\"https://laohu8.com/S/FIVE\">Five Below</a> (FIVE)</p><p><b>Thursday</b>: FedEx (FDX); Dollar General (DG); G-III Apparel (GIII); Jabil (JBL); Signet Jewelers (<a href=\"https://laohu8.com/S/SHI.UK\">SIG</a>); Academy Sports (ASO); Williams-Sonoma (WSM); Traeger (COOK)</p><p><b>Friday</b>: <i>No notable earnings set for release.</i></p></body></html>","source":"yahoofinance_sg","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>SVB Fallout, Inflation, Retail Sales: What to Know This Week</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\">\nSVB Fallout, Inflation, Retail Sales: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-13 06:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/svb-fallout-inflation-retail-sales-what-to-know-this-week-134712538.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Two key economic data points ahead of the Federal Reserve's next policy meeting will greet investors in the week ahead as the eyes of the investing public — and beyond — will remain locked on the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/svb-fallout-inflation-retail-sales-what-to-know-this-week-134712538.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/svb-fallout-inflation-retail-sales-what-to-know-this-week-134712538.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318778137","content_text":"Two key economic data points ahead of the Federal Reserve's next policy meeting will greet investors in the week ahead as the eyes of the investing public — and beyond — will remain locked on the latest developments in the fallout from Silicon Valley Bank's collapse last week.The February Consumer Price Index (CPI) on Tuesday and the February read on retail sales out Wednesday morning will likely firm up investor expectations for the Fed's next policy move.Consensus forecasts are calling for CPI to rise 6% over last year on a headline basis and 5.5% on a \"core\" basis in February, according to data from Trading Economics. A 6% increase in inflation would mark the slowest annual increase in consumer prices since September 2021.Investor focus on the Fed's next steps, however, has been usurped as the top focus for investors in recent days with Friday's shock collapse of Silicon Valley Bank and fears over what the second-largest bank failure in U.S. history could mean for the broader financial system.How futures open Sunday evening and what follow-through, if any, there is into Monday's trading session will be crucial in setting the tone for the coming week. And it will provide a clue as to whether investors agree with many initial reactions to Silicon Valley Bank's collapse — namely, that this represents a unique failure rather than the beginning of something larger.As Yahoo Finance's Jennifer Schonberger reported Friday, TD Cowen analyst Jaret Seiberg wrote Friday that the firm does \"not see this as the start of a broader threat to the safety and soundness of the banking system.\"\"Much like Silvergate (SI), Silicon Valley had a unique business model that was less dependent on retail deposits than a traditional bank,\" Seiberg added. \"This left the bank more exposed to interest rate risk as its funding got more expensive, but its assets were not repricing higher.\"A view of the Park Avenue location of Silicon Valley Bank (SVB), in New York City, U.S., March 10, 2023. REUTERS/David 'Dee' DelgadoDavid Dee Delgado / reutersIn a note to clients published Friday, Kabir Caprihan, an analyst at JPMorgan, echoed much of this sentiment, writing: \"At the outset, we don’t believe [Silicon Valley Bank's collapse] to be systemic, but it does reflect some of the structural issues that we highlighted in our outlook and what drove our Underweight on regional banks.\"The scale and particular challenges that took down Silicon Valley Bank are unique — its exposure to the cash-burning tech world most punished by investors during the Fed's rate-hiking campaign being at the top of this list. But the general story of a surge in deposits in 2021, outflows in recent months, and losses in securities portfolios is likely to challenge some regional banks in the near term.A Bloomberg report late Saturday said the FDIC — which took control of the bank on Friday morning — was working to make whole a portion of uninsured deposits held with the bank, with the outlet reporting payments between 30% and 50% of deposits were being discussed.Officials from the Fed and FDIC have also discussed establishing a fund to backstop deposits from other institutions that might face a crisis similar to what took down Silicon Valley Bank in the coming weeks, Bloomberg reported. Across the Atlantic, UK finance minister Jeremy Hunt said the British government has been working to ensure any UK firm's facing cash needs from SVB's failure \"are able to meet their cashflow requirements to pay their staff.\"Semafor reported over the weekend hedge funds have been reaching out to startups with cash stuck at Silicon Valley Bank with offers to buy their deposits at a discount, as some companies face a cash crunch with payroll looming and a potentially long road ahead to being made whole on money deposited with the failed bank.This comes as regulators feel out buyers for Silicon Valley Bank as well as the wealth management, investment, and securities business housed under the bank's former parent company, SVB Financial (SIVB). Employees of the failed Silicon Valley Bank will remain employed for 45 days before being let go, Bloomberg reported Saturday.The FDIC's latest update on the situation as of Saturday evening said: \"All depositors will have full access to their insured deposits no later than Monday morning, March 13, 2023. The FDIC will pay uninsured depositors an advance dividend within the next week.\"The FDIC added: \"Uninsured depositors will receive a receivership certificate for the remaining amount of their uninsured funds. As the FDIC sells the assets of Silicon Valley Bank, future dividend payments may be made to uninsured depositors.\"\"The circumstances of the Silicon Valley Bank collapse are unique enough that it probably won't trigger a widespread financial contagion,\" wrote Paul Ashworth, chief North America economist at Capital Economics. \"Nevertheless, it is a timely reminder that when the Fed is singularly focused on squeezing inflation by jacking up interest rates – it often ends up breaking things.\"—Economic CalendarMonday: No major economic releases scheduled.Tuesday: Consumer Price Index, year-over-year, February (+6% expected vs. +6.4% in January); Consumer Price Index, month-over-month, February (+0.4% expected vs. +0.5% in January); \"Core\" CPI, year-over-year, February (+5.5% expected vs. 5.6% in January); \"Core\" CPI, month-over-month, February (+0.4% expected vs. +0.4% in January)Wednesday: MBA Mortgage Applications; Producer prices, year-over-year, February (+5.4% expected vs. 6% in January); Producer prices, month-over-month, February (+0.3% expected vs. +0.7% in January); \"Core\" PPI, year-over-year, February (+5.2% expected vs. +5.4% in January); \"Core\" PPI, month-over-month, February (+0.4% expected vs. 0.4% in January); Retail sales, month-over-month, February (-0.3% expected vs. +3% in January); NAHB Home Builder Sentiment, March (42 expected vs. 42 in February)Thursday: Building permits, February (1.238 million annualized rate vs. 1.339 million in January); Housing starts, February (1.31 million annualized rate vs. 1.309 million in January); Initial jobless claims (205,000 expected vs. 211,000 last week); Philly Fed manufacturing surveyFriday: Industrial production, February (+0.4% expected vs. 0% in January); University of Michigan consumer sentiment, preliminary March reading—Earnings CalendarMonday: GitLab (GTLB)Tuesday: Lennar (LEN); Guess (GES); SentinelOne (S); StoneCo (STNE)Wednesday: Adobe (ADBE); Oatly (OTLY); UiPath (PATH); Five Below (FIVE)Thursday: FedEx (FDX); Dollar General (DG); G-III Apparel (GIII); Jabil (JBL); Signet Jewelers (SIG); Academy Sports (ASO); Williams-Sonoma (WSM); Traeger (COOK)Friday: No notable earnings set for release.","news_type":1},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949962759,"gmtCreate":1678316699972,"gmtModify":1678316756136,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949962759","repostId":"2318223363","repostType":4,"repost":{"id":"2318223363","pubTimestamp":1678311053,"share":"https://ttm.financial/m/news/2318223363?lang=&edition=fundamental","pubTime":"2023-03-09 05:30","market":"us","language":"zh","title":"外媒头条 | 鲍威尔脱稿“尚未决定”加快升息步伐","url":"https://stock-news.laohu8.com/highlight/detail?id=2318223363","media":"环球市场播报","summary":"　　美联储主席鲍威尔强调，决策层尚未就本月晚些时候加息的规模做出决定，并表示这将取决于即将出炉的就业和通胀数据。　　在美联储主席鲍威尔警告可能恢复大幅升息后，美国债市对经济衰退的押注增加。　　美国监管机构正在调查有关特斯拉Model Y车方向盘在使用过程中脱落的投诉。当车辆驾驶人员施加压力时，方向盘发生脱落。","content":"<html><head></head><body><p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p><blockquote><b>1、鹰派表态激起千层浪 鲍威尔脱稿强调“尚未决定”加快升息步伐</b></blockquote><blockquote><b>2、美债收益率曲线呈沃尔克时期以来最严重倒挂 硬着陆幽灵再次浮现</b></blockquote><blockquote><b>3、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>方向盘脱落 遭美监管机构调查</b></blockquote><blockquote><b>4、明星交易员跳槽大型对冲基金的风潮方兴未艾 其中有人曾自立门户</b></blockquote><blockquote><b>5、美国“小微企业”自2021年底以来累计裁员近60万</b></blockquote><blockquote><b>6、美国职位空缺降至1080万，但对美联储来说仍然太高</b></blockquote><p><img src=\"https://static.tigerbbs.com/783faee6331a0a8eaab945164cd4d89c\" tg-width=\"550\" tg-height=\"287\" referrerpolicy=\"no-referrer\"/></p><p><b>鹰派表态激起千层浪 鲍威尔脱稿强调“尚未决定”加快升息步伐</b></p><p>美联储主席鲍威尔强调，决策层尚未就本月晚些时候加息的规模做出决定，并表示这将取决于即将出炉的就业和通胀数据。</p><p>“我们还没有就3月的会议做出任何决定，” 鲍威尔周三对众议院金融服务委员会说。这是他在国会作证的第二天。</p><p>美联储主席重申了他周二的表态，即央行可能将政策利率上调至高于此前预期的水平，而且如果经济数据持续火爆，加息的速度或许会提高。但他在周三的讲话中略微脱离了事先准备好的发言稿，补充说决策层尚未做出决定。</p><p>鲍威尔说：“美联储没有预设路径，将以即将出炉的数据做指引。”</p><p><img src=\"https://static.tigerbbs.com/6ad17d0840947a0c681507b4a1d6a73c\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>美债收益率曲线呈沃尔克时期以来最严重倒挂 硬着陆幽灵再次浮现</b></p><p>在美联储主席鲍威尔警告可能恢复大幅升息后，美国债市对经济衰退的押注增加。</p><p>互换交易员预期美联储未来四次会议将累计加息大约一个百分点，2年期美国国债收益率周三一度触及5.08%，为2007年以来的最高水平。重要的是，较长期收益率仍然承压，10年期收益率低于4%，30年期收益率也下跌。</p><p>2年和10年期收益率差自1981年以来首次超过1个百分点。1981年美联储掌门人是沃尔克，他的激进加息遏制了高达两位数的通胀率，但也付出了长期经济衰退的代价。</p><p><img src=\"https://static.tigerbbs.com/2dde047120669b42a152e22cf6ff964c\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>特斯拉方向盘脱落 遭美监管机构调查</b></p><p>美国监管机构正在调查有关特斯拉Model Y车方向盘在使用过程中脱落的投诉。</p><p>美国国家公路交通安全管理局（NHTSA）表示，已有两起Model Y在驾驶时车辆方向盘从转向柱上脱落的事故。</p><p>初步评估于3月4日开始，评估涉及约120089辆该型汽车。</p><p>NHTSA说，在这两款Model Y交付给客户时，都缺少一个将方向盘固定在转向柱上的螺栓。当车辆驾驶人员施加压力时，方向盘发生脱落。</p><p><img src=\"https://static.tigerbbs.com/5aaca0ea99457472565dedce85dd75a0\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p><b>明星交易员跳槽大型对冲基金的风潮方兴未艾 其中有人曾自立门户</b></p><p>交易员转而投效多策略对冲基金的风潮在今年没有缓和的迹象。</p><p>最新一位转换跑道的明星交易员是Ben Melkman，这位宏观专家先前放弃自立门户、创立基金的计划，后来决定加入Schonfeld Strategic Advisors。</p><p>Melkman先前创立的Light Sky Macro基金已经关闭，在经过数月的谈判后，周一签约加入这家总部位于纽约的对冲基金公司。据Colin Lancaster指出，Melkman将担任Schonfeld全权委讬宏观和固定收益业务的高级投资组合经理，将在数周内开始交易。Lancaster与Mitesh Parikh一起管理该部门。</p><p><img src=\"https://static.tigerbbs.com/f9571cd0ae8dd92adc0586f9bd53964d\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>美国“小微企业”自2021年底以来累计裁员近60万</b></p><p>员工人数不到20人的美国企业自2021年12月以来已裁员59.4万人，而员工人数在20-49人的企业2月份已连续第二个月裁员。</p><p>这些数据显示，随着美联储加息，较小规模的企业面临的财务压力在加大。跟大企业相比，小企业通常对利率上升更敏感，因为他们没有能力在债市锁定借贷成本。员工人数不到20人的小企业所吸纳的劳动力高于人数至少250人的公司。</p><p>根据ADP Research Institute与斯坦福数字经济实验室周三合作发布的数据，总体来看，2月份私营部门就业增长24.2万人，超出经济学家的预期。增长来自于员工人数至少50人的企业，而小企业连续第五个月裁员。</p><p><img src=\"https://static.tigerbbs.com/38906d3ddde5d657e88ddaddbdc0705b\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>美国职位空缺降至1080万，但对美联储来说仍然太高</b></p><p>美国劳工部周三公布的就业空缺和劳动力流动调查（JOLTS）显示，1月份美国就业岗位数量从上月上修后的1120万个降至1080万个。经济学家的预估中值为1050万个职位空缺。</p><p>JOLTS发布的数据包括该机构对2018年1月以来月度数据的年度修订。过去一年几乎所有的职位空缺数据都被上调，包括2022年3月1200万的新纪录。</p><p>尽管失业率有所下降，但该报告强调，对工人的强劲需求远远超过了供应，这给工资和通胀带来了上行压力。</p><p>美联储主席鲍威尔周二在参议院作证时谈到了这种不平衡，他表示，如果经济数据继续强劲，美联储可能会提高利率，而且可能比之前预期的更快。</p></body></html>","source":"highlight_sina","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>外媒头条 | 鲍威尔脱稿“尚未决定”加快升息步伐</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; 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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\">\n外媒头条 | 鲍威尔脱稿“尚未决定”加快升息步伐\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-09 05:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2023-03-09/doc-imykfcvm0083550.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、鹰派表态激起千层浪 鲍威尔脱稿强调“尚未决定”加快升息步伐2、美债收益率曲线呈沃尔克时期以来最严重倒挂 硬着陆幽灵再次浮现3、特斯拉方向盘脱落 遭美监管机构调查4、明星交易员跳槽大型对冲基金的风潮方兴未艾 其中有人曾自立门户5、美国“小微企业”自2021年底以来累计裁员近60万6、美国职位空缺降至1080万，但对美联储来说仍然太高鹰派表态激起千层浪...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-03-09/doc-imykfcvm0083550.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/783faee6331a0a8eaab945164cd4d89c","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-03-09/doc-imykfcvm0083550.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2318223363","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、鹰派表态激起千层浪 鲍威尔脱稿强调“尚未决定”加快升息步伐2、美债收益率曲线呈沃尔克时期以来最严重倒挂 硬着陆幽灵再次浮现3、特斯拉方向盘脱落 遭美监管机构调查4、明星交易员跳槽大型对冲基金的风潮方兴未艾 其中有人曾自立门户5、美国“小微企业”自2021年底以来累计裁员近60万6、美国职位空缺降至1080万，但对美联储来说仍然太高鹰派表态激起千层浪 鲍威尔脱稿强调“尚未决定”加快升息步伐美联储主席鲍威尔强调，决策层尚未就本月晚些时候加息的规模做出决定，并表示这将取决于即将出炉的就业和通胀数据。“我们还没有就3月的会议做出任何决定，” 鲍威尔周三对众议院金融服务委员会说。这是他在国会作证的第二天。美联储主席重申了他周二的表态，即央行可能将政策利率上调至高于此前预期的水平，而且如果经济数据持续火爆，加息的速度或许会提高。但他在周三的讲话中略微脱离了事先准备好的发言稿，补充说决策层尚未做出决定。鲍威尔说：“美联储没有预设路径，将以即将出炉的数据做指引。”美债收益率曲线呈沃尔克时期以来最严重倒挂 硬着陆幽灵再次浮现在美联储主席鲍威尔警告可能恢复大幅升息后，美国债市对经济衰退的押注增加。互换交易员预期美联储未来四次会议将累计加息大约一个百分点，2年期美国国债收益率周三一度触及5.08%，为2007年以来的最高水平。重要的是，较长期收益率仍然承压，10年期收益率低于4%，30年期收益率也下跌。2年和10年期收益率差自1981年以来首次超过1个百分点。1981年美联储掌门人是沃尔克，他的激进加息遏制了高达两位数的通胀率，但也付出了长期经济衰退的代价。特斯拉方向盘脱落 遭美监管机构调查美国监管机构正在调查有关特斯拉Model Y车方向盘在使用过程中脱落的投诉。美国国家公路交通安全管理局（NHTSA）表示，已有两起Model Y在驾驶时车辆方向盘从转向柱上脱落的事故。初步评估于3月4日开始，评估涉及约120089辆该型汽车。NHTSA说，在这两款Model Y交付给客户时，都缺少一个将方向盘固定在转向柱上的螺栓。当车辆驾驶人员施加压力时，方向盘发生脱落。明星交易员跳槽大型对冲基金的风潮方兴未艾 其中有人曾自立门户交易员转而投效多策略对冲基金的风潮在今年没有缓和的迹象。最新一位转换跑道的明星交易员是Ben Melkman，这位宏观专家先前放弃自立门户、创立基金的计划，后来决定加入Schonfeld Strategic Advisors。Melkman先前创立的Light Sky Macro基金已经关闭，在经过数月的谈判后，周一签约加入这家总部位于纽约的对冲基金公司。据Colin Lancaster指出，Melkman将担任Schonfeld全权委讬宏观和固定收益业务的高级投资组合经理，将在数周内开始交易。Lancaster与Mitesh Parikh一起管理该部门。美国“小微企业”自2021年底以来累计裁员近60万员工人数不到20人的美国企业自2021年12月以来已裁员59.4万人，而员工人数在20-49人的企业2月份已连续第二个月裁员。这些数据显示，随着美联储加息，较小规模的企业面临的财务压力在加大。跟大企业相比，小企业通常对利率上升更敏感，因为他们没有能力在债市锁定借贷成本。员工人数不到20人的小企业所吸纳的劳动力高于人数至少250人的公司。根据ADP Research Institute与斯坦福数字经济实验室周三合作发布的数据，总体来看，2月份私营部门就业增长24.2万人，超出经济学家的预期。增长来自于员工人数至少50人的企业，而小企业连续第五个月裁员。美国职位空缺降至1080万，但对美联储来说仍然太高美国劳工部周三公布的就业空缺和劳动力流动调查（JOLTS）显示，1月份美国就业岗位数量从上月上修后的1120万个降至1080万个。经济学家的预估中值为1050万个职位空缺。JOLTS发布的数据包括该机构对2018年1月以来月度数据的年度修订。过去一年几乎所有的职位空缺数据都被上调，包括2022年3月1200万的新纪录。尽管失业率有所下降，但该报告强调，对工人的强劲需求远远超过了供应，这给工资和通胀带来了上行压力。美联储主席鲍威尔周二在参议院作证时谈到了这种不平衡，他表示，如果经济数据继续强劲，美联储可能会提高利率，而且可能比之前预期的更快。","news_type":1},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940818491,"gmtCreate":1677807209114,"gmtModify":1677807213571,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940818491","repostId":"1164319050","repostType":4,"repost":{"id":"1164319050","pubTimestamp":1677804063,"share":"https://ttm.financial/m/news/1164319050?lang=&edition=fundamental","pubTime":"2023-03-03 08:41","market":"us","language":"zh","title":"盖茨：我认为美国永远无法成功阻止中国拥有强大的芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1164319050","media":"华尔街见闻","summary":"盖茨认为，美国限制中国技术发展的努力注定要失败，美国的做法只会“迫使”中国花时间和金钱来制造自己的芯片，“美国永远无法成功阻止中国拥有强大的芯片”。英国《金融时报》3月2日刊出该媒体播客节目《拉赫曼说","content":"<html><head></head><body><blockquote>盖茨认为，美国限制中国技术发展的努力注定要失败，美国的做法只会“迫使”中国花时间和金钱来制造自己的芯片，“美国永远无法成功阻止中国拥有强大的芯片”。</blockquote><p>英国《金融时报》3月2日刊出该媒体播客节目《拉赫曼说事》对美国<a href=\"https://laohu8.com/S/MSFT\">微软</a>公司创始人比尔·盖茨的采访，内容谈及俄乌冲突、气候问题、技术和中美紧张局势等多个话题。</p><p>节目主持人拉赫曼在采访文章中称，比尔·盖茨在谈及美中关系时提到了为什么他认为美国限制中国技术发展的努力注定要失败，<b>盖茨认为，美国的做法只会“迫使”中国花时间和金钱来制造自己的芯片，“美国永远无法成功阻止中国拥有强大的芯片”。</b></p><p>该节目主持人吉迪恩·拉赫曼在开篇部分说道，“几周前，我在慕尼黑安全会议上见到了盖茨，我们的话题非常广泛，从气候问题到联合国可持续发展目标……盖茨还解释了为什么他认为将全球升温幅度控制在1.5摄氏度以内的雄心现在是不可能实现的，但为什么我们也不应该对此失去希望，以及为什么他认为美国限制中国技术发展的努力注定要失败。”</p><p>根据这篇采访文章，话题内容以乌克兰危机开始，以中国话题结束。</p><p>在采访最后部分，拉赫曼提到：“最后一个问题，我真的很想了解一下你的观点，因为我知道你是一位国际主义者，你相信技术能够改变世界。所以我记得十年前，我和你和《金融时报》（工作人员）一起共进午餐时你告诉我，你知道，要对中国的崛起、中国能创造的技术等持积极态度。现在你看看这个世界，让我们看看美国的情绪，他们正在努力阻止中国的技术进步。你对这一切有什么看法？这世界没有按照你想要的方式发展。”</p><p><b>“好吧，我认为美国永远无法成功阻止中国拥有强大的芯片。”盖茨回答说，“你知道，我们会迫使他们花时间和大量金钱来制造他们自己的芯片”，“你知道，我希望美国和中国能更好地相处。当我们拥有在健康、创新、气候创新等所有国家之间都可以实现双赢的事物时，我们（之间的关系）似乎处于一种恶化的趋势，但世界上最重要的关系是美中关系。我对两国关系在过去几年里的关系演变感到失望和担忧。”</b></p><p>拉赫曼接着提问他，是否认为美国（在阻碍中国技术进步上）的努力不太可能成功？盖茨回答称，“我甚至不明白这种成功对我们而言的定义是什么——是确保我们芯片行业的就业机会减少，芯片行业的供应过剩，还是让台湾更具吸引力。这很复杂。”</p><p>拉赫曼接着表示，“是的，我想他们会说，我们正努力保持领先于中国。他们说中国在军事上构成威胁，这些东西有军事用途，我们必须压制住他们。”</p><p>盖茨随后表示，“所以如果你真的认为未来十年会有一场战争，那么你就不应该提前警告他们说，你会切断他们的芯片（供应）。”</p><p>拉赫曼继续提问道，对美国的科技行业，对<a href=\"https://laohu8.com/S/MSFT\">微软</a>，对谷歌，不管对谁而言，这会让他们的生存更困难吗？</p><p>盖茨表示，<a href=\"https://laohu8.com/S/MSFT\">微软</a>在中国的销售额并不高，但有一些聪慧的中国人在微软工作，因此让这些中国人在这些领域做出贡献，无论他们最后离开中国还是留在中国，都将给世界在健康和软件领域带来巨大的劳动力效益。所以任何阻碍这方面的东西都会减慢速度。</p></body></html>","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>盖茨：我认为美国永远无法成功阻止中国拥有强大的芯片</title>\n<style 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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\">\n盖茨：我认为美国永远无法成功阻止中国拥有强大的芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-03 08:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3683211><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>盖茨认为，美国限制中国技术发展的努力注定要失败，美国的做法只会“迫使”中国花时间和金钱来制造自己的芯片，“美国永远无法成功阻止中国拥有强大的芯片”。英国《金融时报》3月2日刊出该媒体播客节目《拉赫曼说事》对美国微软公司创始人比尔·盖茨的采访，内容谈及俄乌冲突、气候问题、技术和中美紧张局势等多个话题。节目主持人拉赫曼在采访文章中称，比尔·盖茨在谈及美中关系时提到了为什么他认为美国限制中国技术发展的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3683211\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9e6cb1a33dd64f159118795f199c2f3","relate_stocks":{"159813":"芯片","MSFT":"微软"},"source_url":"https://wallstreetcn.com/articles/3683211","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164319050","content_text":"盖茨认为，美国限制中国技术发展的努力注定要失败，美国的做法只会“迫使”中国花时间和金钱来制造自己的芯片，“美国永远无法成功阻止中国拥有强大的芯片”。英国《金融时报》3月2日刊出该媒体播客节目《拉赫曼说事》对美国微软公司创始人比尔·盖茨的采访，内容谈及俄乌冲突、气候问题、技术和中美紧张局势等多个话题。节目主持人拉赫曼在采访文章中称，比尔·盖茨在谈及美中关系时提到了为什么他认为美国限制中国技术发展的努力注定要失败，盖茨认为，美国的做法只会“迫使”中国花时间和金钱来制造自己的芯片，“美国永远无法成功阻止中国拥有强大的芯片”。该节目主持人吉迪恩·拉赫曼在开篇部分说道，“几周前，我在慕尼黑安全会议上见到了盖茨，我们的话题非常广泛，从气候问题到联合国可持续发展目标……盖茨还解释了为什么他认为将全球升温幅度控制在1.5摄氏度以内的雄心现在是不可能实现的，但为什么我们也不应该对此失去希望，以及为什么他认为美国限制中国技术发展的努力注定要失败。”根据这篇采访文章，话题内容以乌克兰危机开始，以中国话题结束。在采访最后部分，拉赫曼提到：“最后一个问题，我真的很想了解一下你的观点，因为我知道你是一位国际主义者，你相信技术能够改变世界。所以我记得十年前，我和你和《金融时报》（工作人员）一起共进午餐时你告诉我，你知道，要对中国的崛起、中国能创造的技术等持积极态度。现在你看看这个世界，让我们看看美国的情绪，他们正在努力阻止中国的技术进步。你对这一切有什么看法？这世界没有按照你想要的方式发展。”“好吧，我认为美国永远无法成功阻止中国拥有强大的芯片。”盖茨回答说，“你知道，我们会迫使他们花时间和大量金钱来制造他们自己的芯片”，“你知道，我希望美国和中国能更好地相处。当我们拥有在健康、创新、气候创新等所有国家之间都可以实现双赢的事物时，我们（之间的关系）似乎处于一种恶化的趋势，但世界上最重要的关系是美中关系。我对两国关系在过去几年里的关系演变感到失望和担忧。”拉赫曼接着提问他，是否认为美国（在阻碍中国技术进步上）的努力不太可能成功？盖茨回答称，“我甚至不明白这种成功对我们而言的定义是什么——是确保我们芯片行业的就业机会减少，芯片行业的供应过剩，还是让台湾更具吸引力。这很复杂。”拉赫曼接着表示，“是的，我想他们会说，我们正努力保持领先于中国。他们说中国在军事上构成威胁，这些东西有军事用途，我们必须压制住他们。”盖茨随后表示，“所以如果你真的认为未来十年会有一场战争，那么你就不应该提前警告他们说，你会切断他们的芯片（供应）。”拉赫曼继续提问道，对美国的科技行业，对微软，对谷歌，不管对谁而言，这会让他们的生存更困难吗？盖茨表示，微软在中国的销售额并不高，但有一些聪慧的中国人在微软工作，因此让这些中国人在这些领域做出贡献，无论他们最后离开中国还是留在中国，都将给世界在健康和软件领域带来巨大的劳动力效益。所以任何阻碍这方面的东西都会减慢速度。","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940818265,"gmtCreate":1677807181758,"gmtModify":1677807185949,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940818265","repostId":"2316927889","repostType":4,"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940818611,"gmtCreate":1677807148633,"gmtModify":1677807152086,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940818611","repostId":"2316997759","repostType":4,"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940818803,"gmtCreate":1677807124902,"gmtModify":1677807129339,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940818803","repostId":"2316419995","repostType":4,"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940981305,"gmtCreate":1677646531107,"gmtModify":1677646535203,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940981305","repostId":"2316657135","repostType":4,"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940981987,"gmtCreate":1677646518749,"gmtModify":1677646522833,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940981987","repostId":"2316765765","repostType":4,"repost":{"id":"2316765765","pubTimestamp":1677645801,"share":"https://ttm.financial/m/news/2316765765?lang=&edition=fundamental","pubTime":"2023-03-01 12:43","market":"sh","language":"zh","title":"雪佛龙CEO：公司不急于并购，但石油巨头整合的可能性存在","url":"https://stock-news.laohu8.com/highlight/detail?id=2316765765","media":"智通财经","summary":"美国油气巨头雪佛龙首席执行官迈克尔·沃斯(Michael Wirth)在周二表示，西方国家的五大石油生产商之间的整合仍然有可能发生，但将面临监管层面的障碍。以石油业务为重点的美国能源巨头股价和现金水平","content":"<html><head></head><body><p>美国油气巨头<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>首席执行官迈克尔·沃斯(Michael Wirth)在周二表示，西方国家的五大石油生产商之间的整合仍然有可能发生，但将面临监管层面的障碍。</p><p>以石油业务为重点的<a href=\"https://laohu8.com/S/USEG\">美国能源</a>巨头股价和现金水平飙升，令华尔街的并购大佬们开始谈论美国与欧洲石油生产商之间可能达成的交易，尤其是随着欧美石油巨头的市值差距越来越大，引发华尔街关于并购的猜想。花旗集团的分析师1月份曾猜测，雪佛龙或<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>(XOM.US)可能会因估值差异收购来自欧洲的<a href=\"https://laohu8.com/S/BP\">英国石油</a>(BP.US)、壳牌(SHEL.US)或者<a href=\"https://laohu8.com/S/TTE\">道达尔</a>能源(TTE.US)。</p><p>迈克尔·沃斯在公司向投资者发布年度业务更新后的媒体吹风会上表示:“我从来没有说过永远不会(石油巨头整合)。”“但考虑到要让这样的计划获得批准的现实，执行起来并不简单。”</p><p>监管机构和政府的批准使这一过程比上世纪90年代末更为复杂，当时石油公司数量增多，股价低迷，引发了公司之间的整合，催生了几家超级石油巨头。沃斯表示:“当重叠的人或物变得越来越少时，监管挑战和政府批准等就会变得有点复杂。”</p><p>他强调，雪佛龙并不急于在石油或可再生能源领域进行大规模的并购，即使在能源价格高企和现金充裕的时期，雪佛龙仍将致力于严格控制支出。“花钱更快不一定能带来更好的机会。这只是意味着花钱更快。”沃斯表示。“我们将保持耐心。”</p><p>据了解，雪佛龙昨日在年度投资者会议上宣布，其目标是保持资本和成本纪律，在增加能源供应的同时实现更高的回报。在假设布伦特原油为每桶60美元的情况下，雪佛龙预计年度自由现金流增长将超过10%，并将股票回购指引区间提高至每年100亿至200亿美元。此外，该公司将从第二季度开始将年度股票回购目标提高到175亿美元。</p><p>关于资本支出方面，雪佛龙维持到2027年年度有机资本支出达130亿至150亿美元的指引，确认了到2027年石油和天然气产量年增长率超过3%的指引，并将12%的已动用资本回报率(ROCE)目标延长至2027年(假设布伦特原油价格为60美元)。</p><p>在1月公布的财报中，该公司将每股股息提高了6%，董事会还批准了一项新的750亿美元股票回购计划——目前雪佛龙公布的未来一段时间内的股票回购规模为750亿美元，具体的时间段则暂未披露。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://www.zhitongcaijing.com/content/detail/884968.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国油气巨头雪佛龙首席执行官迈克尔·沃斯(Michael Wirth)在周二表示，西方国家的五大石油生产商之间的整合仍然有可能发生，但将面临监管层面的障碍。以石油业务为重点的美国能源巨头股价和现金水平飙升，令华尔街的并购大佬们开始谈论美国与欧洲石油生产商之间可能达成的交易，尤其是随着欧美石油巨头的市值差距越来越大，引发华尔街关于并购的猜想。花旗集团的分析师1月份曾猜测，雪佛龙或埃克森美孚(XOM....</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/884968.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3b7adcf720c943d13b1316a7ca63357","relate_stocks":{"BK4581":"高盛持仓","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","CVX":"雪佛龙","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4201":"综合性石油与天然气企业","LU0368265418.SGD":"Blackrock World Energy Fund A2 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INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/884968.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316765765","content_text":"美国油气巨头雪佛龙首席执行官迈克尔·沃斯(Michael Wirth)在周二表示，西方国家的五大石油生产商之间的整合仍然有可能发生，但将面临监管层面的障碍。以石油业务为重点的美国能源巨头股价和现金水平飙升，令华尔街的并购大佬们开始谈论美国与欧洲石油生产商之间可能达成的交易，尤其是随着欧美石油巨头的市值差距越来越大，引发华尔街关于并购的猜想。花旗集团的分析师1月份曾猜测，雪佛龙或埃克森美孚(XOM.US)可能会因估值差异收购来自欧洲的英国石油(BP.US)、壳牌(SHEL.US)或者道达尔能源(TTE.US)。迈克尔·沃斯在公司向投资者发布年度业务更新后的媒体吹风会上表示:“我从来没有说过永远不会(石油巨头整合)。”“但考虑到要让这样的计划获得批准的现实，执行起来并不简单。”监管机构和政府的批准使这一过程比上世纪90年代末更为复杂，当时石油公司数量增多，股价低迷，引发了公司之间的整合，催生了几家超级石油巨头。沃斯表示:“当重叠的人或物变得越来越少时，监管挑战和政府批准等就会变得有点复杂。”他强调，雪佛龙并不急于在石油或可再生能源领域进行大规模的并购，即使在能源价格高企和现金充裕的时期，雪佛龙仍将致力于严格控制支出。“花钱更快不一定能带来更好的机会。这只是意味着花钱更快。”沃斯表示。“我们将保持耐心。”据了解，雪佛龙昨日在年度投资者会议上宣布，其目标是保持资本和成本纪律，在增加能源供应的同时实现更高的回报。在假设布伦特原油为每桶60美元的情况下，雪佛龙预计年度自由现金流增长将超过10%，并将股票回购指引区间提高至每年100亿至200亿美元。此外，该公司将从第二季度开始将年度股票回购目标提高到175亿美元。关于资本支出方面，雪佛龙维持到2027年年度有机资本支出达130亿至150亿美元的指引，确认了到2027年石油和天然气产量年增长率超过3%的指引，并将12%的已动用资本回报率(ROCE)目标延长至2027年(假设布伦特原油价格为60美元)。在1月公布的财报中，该公司将每股股息提高了6%，董事会还批准了一项新的750亿美元股票回购计划——目前雪佛龙公布的未来一段时间内的股票回购规模为750亿美元，具体的时间段则暂未披露。","news_type":1},"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957546726,"gmtCreate":1677454439266,"gmtModify":1677454442978,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957546726","repostId":"2314935919","repostType":4,"repost":{"id":"2314935919","pubTimestamp":1677370683,"share":"https://ttm.financial/m/news/2314935919?lang=&edition=fundamental","pubTime":"2023-02-26 08:18","market":"hk","language":"zh","title":"央行2022年四季度货币政策报告的7大信号","url":"https://stock-news.laohu8.com/highlight/detail?id=2314935919","media":"华尔街见闻","summary":"国盛证券表示，本次报告总体延续了中央经济工作会议以来的说法，但也有不少新变化，包括：对国内经济更有信心，对通胀担心有所降温，认为央行上缴利润不是“财政赤字货币化”，认为储蓄向消费转化有待观察等。","content":"<html><head></head><body><blockquote>国盛证券表示，本次报告总体延续了中央经济工作会议以来的说法，但也有不少新变化，包括：对国内经济更有信心，对通胀担心有所降温，认为央行上缴利润不是“财政赤字货币化”，认为储蓄向消费转化有待观察等。</blockquote><p><b>事件：</b>2月24日，央行发布《2022年第4季度中国货币政策执行报告》（后文简称《报告》），并设有4个专栏：《央行上缴结存利润支持稳增长》、《坚持实施稳健货币政策 稳住宏观经济大盘》、《强化金融稳定保障体系 守住系统性风险底线》、《我国居民消费有望稳步恢复》。</p><p><b>核心结论：</b>本次报告总体延续了中央经济工作会议以来的说法，但也有不少新变化，包括：对国内经济更有信心，对通胀担心有所降温，认为央行上缴利润不是“财政赤字货币化”，认为储蓄向消费转化有待观察等。继续提示：2月和3月重要观察期，基于节后开工、地产等高频数据，经济有望较快修复，但整体可能仍是弱复苏，货币宽松还是大方向。</p><p>1、对比看，本次报告对货币政策定调，整体延续了12.15中央经济工作会议、1.4央行工作会议的说法，包括“稳健的货币政策要精准有力，搞好跨周期调节，不搞大水漫灌”，对房地产定调仍偏积极等。</p><p>2、也有不少新变化，包括：对海外“加息潮”的滞后性和累积效应更加担心、对国内经济更有信心、对通胀担心有所降温、贷款加权平均利率再创有统计以来新低等。同时，关注两个专栏，一是分析消费，指出“制约消费回暖的因素有望缓解，居民消费有望稳步恢复”，但提示居民储蓄向消费转化有待观察，二是分析央行上缴结存利润，认为是“依法上缴，不会造成财政向央行透支”，并不是“财政赤字货币化”。</p><p>3、具体看，《报告》有7大信号：</p><p>信号1：央行对全球经济形势仍不乐观，对国内经济则更有信心、认为“2023年有望总体回升”，但也强调“外部环境依然严峻复杂，国内经济恢复的基础尚不牢固”，包括海外“加息潮”的滞后性和累积效应，国内的疫情扰动、居民储蓄向消费转化有待观察、房地产等问题。继续提示：2月和3月是重要观察期，基于节后开工、地产等高频数据，我国经济有望较快恢复。</p><p>信号2：央行对通胀的担心有所降温，对全球由“高通胀挑战依然严峻，通胀粘性依然较强”转为“高通胀回落的幅度和速度存在不确定性”，对国内删去了“高度重视未来通胀升温的潜在可能性”，强调“短期看通胀压力总体可控，有效需求不足仍是主要矛盾”。继续提示：2023年CPI、核心CPI回升是大趋势，但全年实质性通胀压力可控，难以制约货币政策。</p><p>信号3：货币政策基调延续了中央经济工作会议的表述，强调“稳健的货币政策要精准有力”，突出“着力支持扩大内需，为实体经济提供更有力支持”，同时，延用了Q3报告以来的其他主要表述，包括“搞好跨周期调节”，“不搞大水漫灌”，“三个兼顾”（兼顾短期和长期、经济增长和物价稳定、内部均衡和外部均衡），“持续发挥政策性开发性金融工具的作用”，“结构性货币政策工具聚焦重点、合理适度、有进有退”等，新增“推动消费有力复苏，增强经济增长潜能”。继续提示：当前经济仍是弱修复，宽松仍是大方向，着力扩信贷、宽信用，降准降息仍可期。</p><p>信号4：对房地产仍强调“房住不炒、坚持不将房地产作为短期刺激经济的手段”，但总体定调偏积极，进一步松地产仍然可期。继续提示：稳增长需稳地产、尤其要避免地产“硬着陆”，鉴于近几个月来稳地产政策持续加码和疫后修复，房地产景气度有望逐步回暖。</p><p>信号5：央行指出“贷款加权平均利率再创有统计以来新低”，指向后续降息空间比较有限。</p><p>信号6：央行专栏分析消费，指出“制约消费回暖的因素有望缓解，我国居民消费有望稳步恢复”，但也提示“消费复苏的不确定性仍存”，主因“资产负债表受到冲击，居民存款能否更多转化为消费尚待观察，疫情演进的复杂性也需关注”等。</p><p>信号7：央行专栏介绍了上缴结存利润支持经济增长，指出“人民银行在保持资产负债表健康可持续的前提下，依法向财政上缴利润，不会造成财政向央行透支，也不是财政赤字货币化”。</p><p><b> 报告正文： </b></p><p><b>信号1：央行对全球经济形势仍不乐观，对国内经济则更有信心、认为“2023年有望总体回升”，但也强调“外部环境依然严峻复杂，国内经济恢复的基础尚不牢固”，包括海外“加息潮”的滞后性和累积效应，国内的疫情扰动、居民储蓄向消费转化有待观察、房地产等问题。继续提示：2月和3月是重要观察期，基于节后开工、地产等高频数据，我国经济有望较快恢复。</b>对全球，央行继续强调“全球经济下行压力加大”，认为“除了地缘政治冲突、能源短缺、通胀高企外，货币政策收紧对经济下行也有影响”，并着重强调“主要发达经济体快速加息的紧缩效应具有滞后性和累积效应，对全球经济增长的拖累可能超出预期”，还指出新的“气候保护主义”值得警惕；对国内，央行认为“2023年我国经济运行有望总体回升”（较Q3新增），但同时仍强调“外部环境依然严峻复杂，国内经济恢复的基础尚不牢固”，主要是“地缘冲突还在持续，世界经济增长动能减弱，发达经济体通胀仍处高位，加息尚未见顶”等外部因素，“疫情演进的扰动影响仍需关注，居民储蓄向消费转化的动能有待观察，房地产业转向新发展模式尚需时日，地方财政收支平衡压力持续存在”等内部因素，并继续担心“人口增长红利消退、绿色转型推进”等中长期挑战。</p><p><b>信号2：央行对通胀的担心有所降温，对全球由“高通胀挑战依然严峻，通胀粘性依然较强”转为“高通胀回落的幅度和速度存在不确定性”，对国内删去了“高度重视未来通胀升温的潜在可能性”，强调“短期看通胀压力总体可控，有效需求不足仍是主要矛盾”。继续提示：2023年CPI、核心CPI回升是大趋势，但全年实质性通胀压力可控，难以制约货币政策。</b></p><p>&gt;对于全球通胀：央行指出，从上世纪70年代两次石油危机导致的高通胀经验来看，“通胀自高位回落是一个缓慢过程，时间均在1年以上，且很可能出现波折和反复”，认为“海外高通胀回落的幅度和速度存在不确定性”。央行还指出当前“国际能源等大宗商品价格仍受地缘冲突扰动”、“全球供应链压力总体有所缓解，但还面临部分国家保护主义措施的挑战”。</p><p>&gt;对于我国通胀：一方面，央行认为“短期看通胀压力总体可控”，主因“当前我国经济还处于恢复发展过程中，有效需求不足仍是主要矛盾，产业链、供应链运转通畅， PPI 涨幅预计将总体维持低位”；另一方面，央行删去了Q3报告的“高度重视未来通胀升温的潜在可能性”，但仍强调“警惕未来通胀反弹压力”，主因“疫情防控优化后消费动能可能逐步升温；劳动力市场加速回暖可能对未来工资变化产生影响；海外高通胀也可能通过生产、流通等环节向国内传导”等。继续提示：2023年CPI、核心CPI回升应是大趋势，但全年实质性通胀压力可控，难以制约货币政策。</p><p><b>信号3：货币政策基调延续了中央经济工作会议的表述，强调“稳健的货币政策要精准有力”，突出“着力支持扩大内需，为实体经济提供更有力支持”，同时，延用了Q3报告以来的其他主要表述，包括“搞好跨周期调节”，“不搞大水漫灌”，“三个兼顾”（兼顾短期和长期、经济增长和物价稳定、内部均衡和外部均衡），“持续发挥政策性开发性金融工具的作用”，“结构性货币政策工具聚焦重点、合理适度、有进有退”等，新增“推动消费有力复苏，增强经济增长潜能”。继续提示：当前经济仍是弱修复，宽松仍是大方向，着力扩信贷、宽信用，降准降息仍可期。</b>其一，和中央经济工作会议一样，继续强调“稳健的货币政策要精准有力”，并要求“着力支持扩大内需，为实体经济提供更有力支持”；其二，和Q3一样，继续强调“持续发挥政策性开发性金融工具的作用”，“结构性货币政策工具聚焦重点、合理适度、有进有退”、但在报告中的位置较Q3明显前置，预计2023年政策性开发性金融工具、结构性货币政策工具会是发力重点；其三，新增“推动消费有力复苏，增强经济增长潜能”，结合“推动降低个人消费信贷成本”，预示促消费也是货币政策发力方向。继续提示：2023年货币宽松仍是大方向，着力扩信贷、宽信用，降准降息仍可期。</p><p><b>信号4：对房地产仍强调“房住不炒、坚持不将房地产作为短期刺激经济的手段”，但总体定调偏积极，进一步松地产仍然可期。继续提示：稳增长需稳地产、尤其要避免地产“硬着陆”，鉴于近几个月来稳地产政策持续加码和疫后修复，房地产景气度有望逐步回暖。</b>央行对于房地产整体定调与Q3报告和中央经济工作会议一致，一方面强调“房住不炒，坚持不将房地产作为短期刺激经济的手段”，另一方面则强调“因城施策支持刚性和改善性住房需求，满足行业合理融资需求，推动行业重组并购，改善优质头部房企资产负债状况”，相关政策也从去年11月以来陆续出台。此外，还新增“做好新市民、青年人等住房金融服务”，再结合2.24同日发布的《关于金融支持住房租赁市场发展的意见（征求意见稿）》，租赁住房也是未来房地产业转型的重要方向。</p><p><b>信号5：央行指出“贷款加权平均利率再创有统计以来新低”，指向后续降息空间比较有限。</b>《报告》指出：12月贷款加权平均利率4.14%，较9月再降0.2个点、再创有统计以来新低。其中，个人住房贷款利率4.26%，较9月再降0.08个点；企业贷款利率3.97%，首次降至4%以下。</p><p><img src=\"https://static.tigerbbs.com/8db88013ce5a5a9cb3a8bb5a17b82eea\" tg-width=\"1080\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/></p><p><b>信号6：央行专栏分析消费，指出“制约消费回暖的因素有望缓解，我国居民消费有望稳步恢复”，但也提示“消费复苏的不确定性仍存”，主因“资产负债表受到冲击，居民存款能否更多转化为消费尚待观察，疫情演进的复杂性也需关注”等。</b>央行指出，近三年疫情影响下我国消费面临“不便消费、不愿消费、不敢消费”三大制约，伴随“疫情防控优化、经济复苏、扩大内需战略实施”，2023年三大约束有望缓解、居民消费有望稳步恢复；中长期看，指出“2035 年实现人均 GDP 达到中等发达国家水平离不开消费引擎的重要支撑，需坚定信心发挥好消费增长的战略推动作用”。</p><p><b>信号7：央行专栏介绍了上缴结存利润支持经济增长，指出“人民银行在保持资产负债表健康可持续的前提下，依法向财政上缴利润，不会造成财政向央行透支，也不是财政赤字货币化”。</b>央行指出，2022年共上缴利润1.13万亿，用于“留抵退税和增加对地方转移支付”等，对“稳定宏观经济大盘发挥了重要作用”；上缴的利润主要来自“历年外汇储备投资所实现的经营收益”，属于“依法向财政上缴”，“不会造成财政向央行透支，也不是财政赤字货币化”。</p></body></html>","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>央行2022年四季度货币政策报告的7大信号</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\">\n央行2022年四季度货币政策报告的7大信号\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-26 08:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3682744><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国盛证券表示，本次报告总体延续了中央经济工作会议以来的说法，但也有不少新变化，包括：对国内经济更有信心，对通胀担心有所降温，认为央行上缴利润不是“财政赤字货币化”，认为储蓄向消费转化有待观察等。事件：2月24日，央行发布《2022年第4季度中国货币政策执行报告》（后文简称《报告》），并设有4个专栏：《央行上缴结存利润支持稳增长》、《坚持实施稳健货币政策 稳住宏观经济大盘》、《强化金融稳定保障体系 ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3682744\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eb73cc1ad34802b9eace27a89957d196","relate_stocks":{"BK1148":"建筑与工程","09979":"绿城管理控股"},"source_url":"https://wallstreetcn.com/articles/3682744","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2314935919","content_text":"国盛证券表示，本次报告总体延续了中央经济工作会议以来的说法，但也有不少新变化，包括：对国内经济更有信心，对通胀担心有所降温，认为央行上缴利润不是“财政赤字货币化”，认为储蓄向消费转化有待观察等。事件：2月24日，央行发布《2022年第4季度中国货币政策执行报告》（后文简称《报告》），并设有4个专栏：《央行上缴结存利润支持稳增长》、《坚持实施稳健货币政策 稳住宏观经济大盘》、《强化金融稳定保障体系 守住系统性风险底线》、《我国居民消费有望稳步恢复》。核心结论：本次报告总体延续了中央经济工作会议以来的说法，但也有不少新变化，包括：对国内经济更有信心，对通胀担心有所降温，认为央行上缴利润不是“财政赤字货币化”，认为储蓄向消费转化有待观察等。继续提示：2月和3月重要观察期，基于节后开工、地产等高频数据，经济有望较快修复，但整体可能仍是弱复苏，货币宽松还是大方向。1、对比看，本次报告对货币政策定调，整体延续了12.15中央经济工作会议、1.4央行工作会议的说法，包括“稳健的货币政策要精准有力，搞好跨周期调节，不搞大水漫灌”，对房地产定调仍偏积极等。2、也有不少新变化，包括：对海外“加息潮”的滞后性和累积效应更加担心、对国内经济更有信心、对通胀担心有所降温、贷款加权平均利率再创有统计以来新低等。同时，关注两个专栏，一是分析消费，指出“制约消费回暖的因素有望缓解，居民消费有望稳步恢复”，但提示居民储蓄向消费转化有待观察，二是分析央行上缴结存利润，认为是“依法上缴，不会造成财政向央行透支”，并不是“财政赤字货币化”。3、具体看，《报告》有7大信号：信号1：央行对全球经济形势仍不乐观，对国内经济则更有信心、认为“2023年有望总体回升”，但也强调“外部环境依然严峻复杂，国内经济恢复的基础尚不牢固”，包括海外“加息潮”的滞后性和累积效应，国内的疫情扰动、居民储蓄向消费转化有待观察、房地产等问题。继续提示：2月和3月是重要观察期，基于节后开工、地产等高频数据，我国经济有望较快恢复。信号2：央行对通胀的担心有所降温，对全球由“高通胀挑战依然严峻，通胀粘性依然较强”转为“高通胀回落的幅度和速度存在不确定性”，对国内删去了“高度重视未来通胀升温的潜在可能性”，强调“短期看通胀压力总体可控，有效需求不足仍是主要矛盾”。继续提示：2023年CPI、核心CPI回升是大趋势，但全年实质性通胀压力可控，难以制约货币政策。信号3：货币政策基调延续了中央经济工作会议的表述，强调“稳健的货币政策要精准有力”，突出“着力支持扩大内需，为实体经济提供更有力支持”，同时，延用了Q3报告以来的其他主要表述，包括“搞好跨周期调节”，“不搞大水漫灌”，“三个兼顾”（兼顾短期和长期、经济增长和物价稳定、内部均衡和外部均衡），“持续发挥政策性开发性金融工具的作用”，“结构性货币政策工具聚焦重点、合理适度、有进有退”等，新增“推动消费有力复苏，增强经济增长潜能”。继续提示：当前经济仍是弱修复，宽松仍是大方向，着力扩信贷、宽信用，降准降息仍可期。信号4：对房地产仍强调“房住不炒、坚持不将房地产作为短期刺激经济的手段”，但总体定调偏积极，进一步松地产仍然可期。继续提示：稳增长需稳地产、尤其要避免地产“硬着陆”，鉴于近几个月来稳地产政策持续加码和疫后修复，房地产景气度有望逐步回暖。信号5：央行指出“贷款加权平均利率再创有统计以来新低”，指向后续降息空间比较有限。信号6：央行专栏分析消费，指出“制约消费回暖的因素有望缓解，我国居民消费有望稳步恢复”，但也提示“消费复苏的不确定性仍存”，主因“资产负债表受到冲击，居民存款能否更多转化为消费尚待观察，疫情演进的复杂性也需关注”等。信号7：央行专栏介绍了上缴结存利润支持经济增长，指出“人民银行在保持资产负债表健康可持续的前提下，依法向财政上缴利润，不会造成财政向央行透支，也不是财政赤字货币化”。 报告正文： 信号1：央行对全球经济形势仍不乐观，对国内经济则更有信心、认为“2023年有望总体回升”，但也强调“外部环境依然严峻复杂，国内经济恢复的基础尚不牢固”，包括海外“加息潮”的滞后性和累积效应，国内的疫情扰动、居民储蓄向消费转化有待观察、房地产等问题。继续提示：2月和3月是重要观察期，基于节后开工、地产等高频数据，我国经济有望较快恢复。对全球，央行继续强调“全球经济下行压力加大”，认为“除了地缘政治冲突、能源短缺、通胀高企外，货币政策收紧对经济下行也有影响”，并着重强调“主要发达经济体快速加息的紧缩效应具有滞后性和累积效应，对全球经济增长的拖累可能超出预期”，还指出新的“气候保护主义”值得警惕；对国内，央行认为“2023年我国经济运行有望总体回升”（较Q3新增），但同时仍强调“外部环境依然严峻复杂，国内经济恢复的基础尚不牢固”，主要是“地缘冲突还在持续，世界经济增长动能减弱，发达经济体通胀仍处高位，加息尚未见顶”等外部因素，“疫情演进的扰动影响仍需关注，居民储蓄向消费转化的动能有待观察，房地产业转向新发展模式尚需时日，地方财政收支平衡压力持续存在”等内部因素，并继续担心“人口增长红利消退、绿色转型推进”等中长期挑战。信号2：央行对通胀的担心有所降温，对全球由“高通胀挑战依然严峻，通胀粘性依然较强”转为“高通胀回落的幅度和速度存在不确定性”，对国内删去了“高度重视未来通胀升温的潜在可能性”，强调“短期看通胀压力总体可控，有效需求不足仍是主要矛盾”。继续提示：2023年CPI、核心CPI回升是大趋势，但全年实质性通胀压力可控，难以制约货币政策。>对于全球通胀：央行指出，从上世纪70年代两次石油危机导致的高通胀经验来看，“通胀自高位回落是一个缓慢过程，时间均在1年以上，且很可能出现波折和反复”，认为“海外高通胀回落的幅度和速度存在不确定性”。央行还指出当前“国际能源等大宗商品价格仍受地缘冲突扰动”、“全球供应链压力总体有所缓解，但还面临部分国家保护主义措施的挑战”。>对于我国通胀：一方面，央行认为“短期看通胀压力总体可控”，主因“当前我国经济还处于恢复发展过程中，有效需求不足仍是主要矛盾，产业链、供应链运转通畅， PPI 涨幅预计将总体维持低位”；另一方面，央行删去了Q3报告的“高度重视未来通胀升温的潜在可能性”，但仍强调“警惕未来通胀反弹压力”，主因“疫情防控优化后消费动能可能逐步升温；劳动力市场加速回暖可能对未来工资变化产生影响；海外高通胀也可能通过生产、流通等环节向国内传导”等。继续提示：2023年CPI、核心CPI回升应是大趋势，但全年实质性通胀压力可控，难以制约货币政策。信号3：货币政策基调延续了中央经济工作会议的表述，强调“稳健的货币政策要精准有力”，突出“着力支持扩大内需，为实体经济提供更有力支持”，同时，延用了Q3报告以来的其他主要表述，包括“搞好跨周期调节”，“不搞大水漫灌”，“三个兼顾”（兼顾短期和长期、经济增长和物价稳定、内部均衡和外部均衡），“持续发挥政策性开发性金融工具的作用”，“结构性货币政策工具聚焦重点、合理适度、有进有退”等，新增“推动消费有力复苏，增强经济增长潜能”。继续提示：当前经济仍是弱修复，宽松仍是大方向，着力扩信贷、宽信用，降准降息仍可期。其一，和中央经济工作会议一样，继续强调“稳健的货币政策要精准有力”，并要求“着力支持扩大内需，为实体经济提供更有力支持”；其二，和Q3一样，继续强调“持续发挥政策性开发性金融工具的作用”，“结构性货币政策工具聚焦重点、合理适度、有进有退”、但在报告中的位置较Q3明显前置，预计2023年政策性开发性金融工具、结构性货币政策工具会是发力重点；其三，新增“推动消费有力复苏，增强经济增长潜能”，结合“推动降低个人消费信贷成本”，预示促消费也是货币政策发力方向。继续提示：2023年货币宽松仍是大方向，着力扩信贷、宽信用，降准降息仍可期。信号4：对房地产仍强调“房住不炒、坚持不将房地产作为短期刺激经济的手段”，但总体定调偏积极，进一步松地产仍然可期。继续提示：稳增长需稳地产、尤其要避免地产“硬着陆”，鉴于近几个月来稳地产政策持续加码和疫后修复，房地产景气度有望逐步回暖。央行对于房地产整体定调与Q3报告和中央经济工作会议一致，一方面强调“房住不炒，坚持不将房地产作为短期刺激经济的手段”，另一方面则强调“因城施策支持刚性和改善性住房需求，满足行业合理融资需求，推动行业重组并购，改善优质头部房企资产负债状况”，相关政策也从去年11月以来陆续出台。此外，还新增“做好新市民、青年人等住房金融服务”，再结合2.24同日发布的《关于金融支持住房租赁市场发展的意见（征求意见稿）》，租赁住房也是未来房地产业转型的重要方向。信号5：央行指出“贷款加权平均利率再创有统计以来新低”，指向后续降息空间比较有限。《报告》指出：12月贷款加权平均利率4.14%，较9月再降0.2个点、再创有统计以来新低。其中，个人住房贷款利率4.26%，较9月再降0.08个点；企业贷款利率3.97%，首次降至4%以下。信号6：央行专栏分析消费，指出“制约消费回暖的因素有望缓解，我国居民消费有望稳步恢复”，但也提示“消费复苏的不确定性仍存”，主因“资产负债表受到冲击，居民存款能否更多转化为消费尚待观察，疫情演进的复杂性也需关注”等。央行指出，近三年疫情影响下我国消费面临“不便消费、不愿消费、不敢消费”三大制约，伴随“疫情防控优化、经济复苏、扩大内需战略实施”，2023年三大约束有望缓解、居民消费有望稳步恢复；中长期看，指出“2035 年实现人均 GDP 达到中等发达国家水平离不开消费引擎的重要支撑，需坚定信心发挥好消费增长的战略推动作用”。信号7：央行专栏介绍了上缴结存利润支持经济增长，指出“人民银行在保持资产负债表健康可持续的前提下，依法向财政上缴利润，不会造成财政向央行透支，也不是财政赤字货币化”。央行指出，2022年共上缴利润1.13万亿，用于“留抵退税和增加对地方转移支付”等，对“稳定宏观经济大盘发挥了重要作用”；上缴的利润主要来自“历年外汇储备投资所实现的经营收益”，属于“依法向财政上缴”，“不会造成财政向央行透支，也不是财政赤字货币化”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957546408,"gmtCreate":1677454427604,"gmtModify":1677454432354,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957546408","repostId":"1108067283","repostType":4,"repost":{"id":"1108067283","pubTimestamp":1677371057,"share":"https://ttm.financial/m/news/1108067283?lang=&edition=fundamental","pubTime":"2023-02-26 08:24","market":"sh","language":"zh","title":"特斯拉下周要公布“宏图3”，马斯克的野心是什么？ChatGPT如此回答","url":"https://stock-news.laohu8.com/highlight/detail?id=1108067283","media":"华尔街见闻","summary":"摘要：目前，市场对于特斯拉投资者日的主流预测基本围绕“更便宜的车”、“更强大的新能源技术”两大主题展开。北美时间3月1日，马斯克即将揭晓特斯拉宏图（Master Plan）第三篇章的秘密。早在去年3月","content":"<html><head></head><body><blockquote>摘要：目前，市场对于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>投资者日的主流预测基本围绕“更便宜的车”、“更强大的新能源技术”两大主题展开。</blockquote><p>北美时间3月1日，马斯克即将揭晓特斯拉宏图（Master Plan）第三篇章的秘密。</p><p>早在去年3月，马斯克就宣布，正在制定“特斯拉宏图第三篇章”，并透露第三篇章重点战略是将公司“规模”扩大到“极致”。本月初，马斯克又在社交媒体上发文造势，预告特斯拉宏图第三篇章将是一条通向“完全可再生能源未来”之路，引得市场浮想联翩。</p><p><img src=\"https://static.tigerbbs.com/3ca4d7a11a1c3559382a1d35c9314ed6\" tg-width=\"588\" tg-height=\"801\" referrerpolicy=\"no-referrer\"/></p><p>翻阅多家机构及相关垂直媒体报道，<b>市场对于特斯拉投资者日的主流预测基本围绕“更便宜的车”、“更强大的新能源技术”两大主题展开。</b>值得一提的是，不少投资者认为背景满是汽车铸件，第三篇章或与“一体化压铸”等新车制造技术相关。特斯拉此前亦表示，公司正在开发下一代汽车平台。</p><p>Evercore ISI分析师 Chris McNally 表示，“我们怀疑他的计划将与特斯拉2016年发布的宏图2相结合”，包括<a href=\"https://laohu8.com/S/300024\">机器人</a>出租车、共享出行、超大容量电池以及电池回收等目标。</p><p>Bernstein 的分析师 Toni Sacconaghi 表示，特斯拉还可能向投资者暗示，将推出一个新的、更便宜的电动汽车平台。</p><blockquote>“我们认为，在特斯拉进入投资者日之际，最重要的问题是其下一代低成本汽车平台的状况......虽然不太可能发布新产品，但投资者会欢迎“在定价、发行、尤其是发布时间方面的更多细节”。</blockquote><p>马斯克的野心是什么？ChatGPT如此回答</p><p>关于马斯克将在宏图第三篇章发布的技术细节，各家机构看法各异。</p><p>其中，“脑洞”最大的当属福布斯专栏记者Joe Toscano，这位老兄干脆跑去向最近大热的ChatGPT“讨教”了一番，得的回复如下：</p><blockquote>根据ChatGPT的说法，宏图第三篇章是创建一个统一的、可持续的能源生态系统，且有可能扩展到地球以外，将通过以下方式实现:</blockquote><p>第一篇章和第二篇章实现了多少？</p><p>在揭晓第三篇章的秘密前，不妨先回顾一下马斯克在特斯拉第一篇章与第二篇章中画出的“大饼”，今天到底实现了多少？</p><p>2006年，马斯克为特斯拉制定了宏图第一篇章，其中提出：（1）先生产跑车；（2）用造跑车赚的钱开发—款人们买得起的轿车；（3）再用这笔钱开发一款更实惠的轿车；（4）在进行上述三步的同时，提供可持续能源。</p><p>从目前的进度来看，第一篇章基本实现了“说到做到”，Model S、Model 3等特斯拉的代表车型大都按照计划的节奏完成投产，特斯拉<a href=\"https://laohu8.com/S/000591\">太阳能</a>业务也已经实现。</p><p>2016年，特斯拉公开了宏图第二篇章，其中提出：（1）创造高效、配备集成储电功能的太阳能板；（2）扩充电动汽车产品线，满足各细分市场需求；（3）通过大量汽车行驶数据，开发比人类手动驾驶安全10倍的自动驾驶技术；（4）让车辆在闲置的时候，通过分享来为你赚钱。</p><p>对于这一目标的实现情况，市场上众说纷纭。一部分投资者认为第二篇章对应的特斯拉屋顶光伏与Powerwall、Model 3/Y、FSD系统等也都陆续问世，总体来说已经进入了收尾阶段。</p><p>另一部分投资者认为，特斯拉屋顶光伏的进展并不快，电动皮卡屡次跳票，闲置时期能够赚钱的特斯拉更是“只闻其声，不见其人”，故而计划完成度并不高。</p></body></html>","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>特斯拉下周要公布“宏图3”，马斯克的野心是什么？ChatGPT如此回答</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉下周要公布“宏图3”，马斯克的野心是什么？ChatGPT如此回答\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-26 08:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3682749><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：目前，市场对于特斯拉投资者日的主流预测基本围绕“更便宜的车”、“更强大的新能源技术”两大主题展开。北美时间3月1日，马斯克即将揭晓特斯拉宏图（Master Plan）第三篇章的秘密。早在去年3月，马斯克就宣布，正在制定“特斯拉宏图第三篇章”，并透露第三篇章重点战略是将公司“规模”扩大到“极致”。本月初，马斯克又在社交媒体上发文造势，预告特斯拉宏图第三篇章将是一条通向“完全可再生能源未来”之路...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3682749\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"BK4527":"明星科技股","LU0823414478.USD":"法巴经典能源转换基金","BK4550":"红杉资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLA":"特斯拉","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"https://wallstreetcn.com/articles/3682749","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108067283","content_text":"摘要：目前，市场对于特斯拉投资者日的主流预测基本围绕“更便宜的车”、“更强大的新能源技术”两大主题展开。北美时间3月1日，马斯克即将揭晓特斯拉宏图（Master Plan）第三篇章的秘密。早在去年3月，马斯克就宣布，正在制定“特斯拉宏图第三篇章”，并透露第三篇章重点战略是将公司“规模”扩大到“极致”。本月初，马斯克又在社交媒体上发文造势，预告特斯拉宏图第三篇章将是一条通向“完全可再生能源未来”之路，引得市场浮想联翩。翻阅多家机构及相关垂直媒体报道，市场对于特斯拉投资者日的主流预测基本围绕“更便宜的车”、“更强大的新能源技术”两大主题展开。值得一提的是，不少投资者认为背景满是汽车铸件，第三篇章或与“一体化压铸”等新车制造技术相关。特斯拉此前亦表示，公司正在开发下一代汽车平台。Evercore ISI分析师 Chris McNally 表示，“我们怀疑他的计划将与特斯拉2016年发布的宏图2相结合”，包括机器人出租车、共享出行、超大容量电池以及电池回收等目标。Bernstein 的分析师 Toni Sacconaghi 表示，特斯拉还可能向投资者暗示，将推出一个新的、更便宜的电动汽车平台。“我们认为，在特斯拉进入投资者日之际，最重要的问题是其下一代低成本汽车平台的状况......虽然不太可能发布新产品，但投资者会欢迎“在定价、发行、尤其是发布时间方面的更多细节”。马斯克的野心是什么？ChatGPT如此回答关于马斯克将在宏图第三篇章发布的技术细节，各家机构看法各异。其中，“脑洞”最大的当属福布斯专栏记者Joe Toscano，这位老兄干脆跑去向最近大热的ChatGPT“讨教”了一番，得的回复如下：根据ChatGPT的说法，宏图第三篇章是创建一个统一的、可持续的能源生态系统，且有可能扩展到地球以外，将通过以下方式实现:第一篇章和第二篇章实现了多少？在揭晓第三篇章的秘密前，不妨先回顾一下马斯克在特斯拉第一篇章与第二篇章中画出的“大饼”，今天到底实现了多少？2006年，马斯克为特斯拉制定了宏图第一篇章，其中提出：（1）先生产跑车；（2）用造跑车赚的钱开发—款人们买得起的轿车；（3）再用这笔钱开发一款更实惠的轿车；（4）在进行上述三步的同时，提供可持续能源。从目前的进度来看，第一篇章基本实现了“说到做到”，Model S、Model 3等特斯拉的代表车型大都按照计划的节奏完成投产，特斯拉太阳能业务也已经实现。2016年，特斯拉公开了宏图第二篇章，其中提出：（1）创造高效、配备集成储电功能的太阳能板；（2）扩充电动汽车产品线，满足各细分市场需求；（3）通过大量汽车行驶数据，开发比人类手动驾驶安全10倍的自动驾驶技术；（4）让车辆在闲置的时候，通过分享来为你赚钱。对于这一目标的实现情况，市场上众说纷纭。一部分投资者认为第二篇章对应的特斯拉屋顶光伏与Powerwall、Model 3/Y、FSD系统等也都陆续问世，总体来说已经进入了收尾阶段。另一部分投资者认为，特斯拉屋顶光伏的进展并不快，电动皮卡屡次跳票，闲置时期能够赚钱的特斯拉更是“只闻其声，不见其人”，故而计划完成度并不高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957548446,"gmtCreate":1677454144986,"gmtModify":1677454148898,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957548446","repostId":"2314375719","repostType":4,"repost":{"id":"2314375719","pubTimestamp":1677453021,"share":"https://ttm.financial/m/news/2314375719?lang=&edition=fundamental","pubTime":"2023-02-27 07:10","market":"hk","language":"zh","title":"外媒头条 | 苹果服务业务放缓或是“周期性的”","url":"https://stock-news.laohu8.com/highlight/detail?id=2314375719","media":"环球市场播报","summary":"　　1、搞不懂美国现在的经济状况？沃尔玛、家得宝这些大卖场也有点蒙。　　上周，两大零售商对美国消费者状况发出了谨慎的信号。　　沃尔玛表示，预计全年家庭支出将放缓，导致2024财年美国销售增长疲软，仅为2%至2.5%。家得宝表示，消费者支出仍在增长，但预计今年整体销售增长将持平，利润将下降。　　苹果公司的整体收入有很大一部分来自其服务业务，其中包括2022财年的781亿美元，2023财年第一季度为208亿美元。","content":"<html><head></head><body><p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p><blockquote><b>1、搞不懂美国现在的经济状况？<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>、<a href=\"https://laohu8.com/S/HD\">家得宝</a>这些大卖场也有点蒙</b></blockquote><blockquote><b>2、美股经历开年最糟糕的一周 上半年将继续苦苦挣扎</b></blockquote><blockquote><b>3、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>广告收入急剧下降 服务业务放缓可能是“周期性的”</b></blockquote><blockquote><b>4、美国最大电网运营商警告：即将迎来电力容量严重短缺</b></blockquote><blockquote><b>5、由于持续的宏观不确定性，2022年美洲并购活动明显降温</b></blockquote><blockquote><b>6、2023年美股反弹看起来并不稳定 投资者准备应对更长时间的通胀</b></blockquote><p><img src=\"https://static.tigerbbs.com/fed0f54a7a3bf3976eb287f6f5db0b81\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>搞不懂美国现在的经济状况？沃尔玛、家得宝这些大卖场也有点蒙</b></p><p>上周，两大零售商对美国消费者状况发出了谨慎的信号。</p><p>沃尔玛表示，预计全年家庭支出将放缓，导致2024财年美国销售增长疲软，仅为2%至2.5%。家得宝表示，消费者支出仍在增长，但预计今年整体销售增长将持平，利润将下降。</p><p>来自市场和经济的最新消息突显出，美联储要在不引发衰退的情况下为经济降温有多么困难。</p><p>消费类股和零售类股经历了糟糕的一周：标普零售ETF今年上涨9%，但上周下跌约7%，是自2022年7月以来最糟糕的五天。非必需消费品类股本周下跌近4.5%，是标普500指数所有板块中表现最差的。</p><p><img src=\"https://static.tigerbbs.com/9c3accd7e05b6040b194ef2e22c053da\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\"/></p><p><b>美股经历开年最糟糕的一周 上半年将继续苦苦挣扎</b></p><p>美股多头正在展望美国股市数月来最艰难的时期，并坚持押注一旦美联储停止加息，今年下半年美国股市将出现反弹。</p><p>标普500指数正经历自去年12月9日以来最糟糕的一周，高于预期的通胀数据加剧了市场对美联储将多次提高借贷成本的猜测，美联储可能在7月暂停加息。这是一条比投资者几周前预期的更为陡峭的政策收紧之路。</p><p>然而，这在很大程度上仍符合自2022年底以来流行的理论：美股将在今年上半年挣扎，然后在下半年走强。股市技术面显示，投资者认同这一逻辑，因为标普500指数自去年秋季开始的上升趋势在本月下跌2.6%的情况下仍在继续。</p><p>Sanctuary Wealth首席投资策略师玛丽•安•巴特尔斯表示：“我们正越来越接近美联储利率周期的终点，市场将开始消化这一点。”</p><p><img src=\"https://static.tigerbbs.com/ad80bb2055ecdfbc70f84853910df608\" tg-width=\"550\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p><b>苹果广告收入急剧下降 服务业务放缓可能是“周期性的”</b></p><p>苹果公司的整体收入有很大一部分来自其服务业务，其中包括2022财年的781亿美元，2023财年第一季度为208亿美元。</p><p>许多投资者将苹果的估值归功于这一领域，有人担心，苹果服务业务的部分业务正在放缓，或许是永久性放缓。</p><p>广告和应用商店被认为是苹果服务收入的很大一部分（可能高达60%）以及高达75%的利润。最近几个季度的广告收入也在急剧下降。</p><p>投资公司伯恩斯坦分析师托尼•萨克纳吉指出，尽管服务业增长已经连续六个季度放缓，上个季度毛利率也有所下降，但放缓都可能是周期性的，尤其是广告和应用商店，并将恢复增长。</p><p><img src=\"https://static.tigerbbs.com/259d1c6eab90a4e9fea6568f2d395008\" tg-width=\"550\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/></p><p><b>美国最大电网运营商警告：即将迎来电力容量严重短缺</b></p><p>美国最大的电网运营商PJM Interconnection本周发布的一份新分析报告显示，随着传统发电机的退役速度超过新增发电机的数量，该公司未来几年将面临发电能力严重不足的问题。</p><p>该电网运营商预测，到2030年，其近4000GW的发电能力将退役，占服务区域总容量的21%，其中90%是煤炭和天然气计划退役。与此同时，PJM预计同期新增产能不会超过30GW。</p><p>PJM为伊利诺斯州北部和<a href=\"https://laohu8.com/S/600558\">大西洋</a>沿岸的6500多万消费者提供服务，包括俄亥俄州、宾夕法尼亚州和新泽西州的所有地区。</p><p>其他电网运营商，包括邻近的中大陆独立系统运营商，也面临着同样的潜在容量短缺，因为公用事业公司淘汰了更多的化石燃料发电。</p><p><img src=\"https://static.tigerbbs.com/5d535bbe30530e4eaba8b7de36798942\" tg-width=\"550\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p><b>由于持续的宏观不确定性，2022年美洲并购活动明显降温</b></p><p>根据ION Analytics的数据，由于全球宏观经济状况仍存在不确定性，去年美洲地区的并购活动有所降温，全年此类交易价值同比下降38%。</p><p>去年美洲共有10581宗交易，总金额为1.8万亿美元，交易量下降8%。然而，2022年的交易总额几乎与2019年的水平相当，交易量增长了37%。</p><p>2022年，电信、媒体和科技行业的交易最多，占整个美洲所有资本投资的36%。交易量仅下降10%，为3105笔交易，而并购价值下降41%，至639.9亿美元。其中最大的三笔交易分别是<a href=\"https://laohu8.com/S/MSFT\">微软</a>正在进行的对<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>的收购，<a href=\"https://laohu8.com/S/BRCM\">博通</a>计划收购VMware，以及马斯克收购推特。</p><p>制药行业在排行榜上排名第二，2022年的交易额为2345亿美元，下降29%，交易量下降4%，至1342笔。<a href=\"https://laohu8.com/S/AMGN\">安进</a>公司以283亿美元收购地平线制药公司，成为并购交易最多的公司。</p><p><img src=\"https://static.tigerbbs.com/a1bc4ff6b0cd1f7db6a8309ae0aa1b8a\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p><b>2023年美股反弹看起来并不稳定 投资者准备应对更长时间的通胀</b></p><p>美股将以一种明显不稳定的基调结束了2月份，引发了人们对2023年初反弹的持久性的怀疑。</p><p>强于预期的经济数据和强于预期的通胀数据迫使投资者再次重新考虑他们对美联储将把利率提高到多高的预期。</p><p>纽约人寿投资公司经济学家兼投资组合策略师劳伦·古德温表示，在美联储仍在加息、市场低估美联储将采取的行动之际，股市将出现强劲上行的想法看起来“站不住脚”。</p><p>古德温认为，随着经济滑向衰退，股市还有下跌10%至15%的空间。她表示，尽管收益结果显示，科技和非必需消费品行业的利润继续保持相对良好，但营收正在减速——这是一种令人不安的不匹配。她指出，除了极少部分的赢家之外，大多数企业正在努力维持利润率。</p></body></html>","source":"sina","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>外媒头条 | 苹果服务业务放缓或是“周期性的”</title>\n<style 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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\">\n外媒头条 | 苹果服务业务放缓或是“周期性的”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-27 07:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2023-02-27/doc-imyiaqvf8133872.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、搞不懂美国现在的经济状况？沃尔玛、家得宝这些大卖场也有点蒙2、美股经历开年最糟糕的一周 上半年将继续苦苦挣扎3、苹果广告收入急剧下降 服务业务放缓可能是“周期性的”4、美国最大电网运营商警告：即将迎来电力容量严重短缺5、由于持续的宏观不确定性，2022年美洲并购活动明显降温6、2023年美股反弹看起来并不稳定 投资者准备应对更长时间的通胀搞不懂美国...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-02-27/doc-imyiaqvf8133872.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fed0f54a7a3bf3976eb287f6f5db0b81","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","BK4554":"元宇宙及AR概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4515":"5G概念","BK4571":"数字音乐概念","LU0444971666.USD":"天利全球科技基金","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","AAPL":"苹果","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus 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ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-02-27/doc-imyiaqvf8133872.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2314375719","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、搞不懂美国现在的经济状况？沃尔玛、家得宝这些大卖场也有点蒙2、美股经历开年最糟糕的一周 上半年将继续苦苦挣扎3、苹果广告收入急剧下降 服务业务放缓可能是“周期性的”4、美国最大电网运营商警告：即将迎来电力容量严重短缺5、由于持续的宏观不确定性，2022年美洲并购活动明显降温6、2023年美股反弹看起来并不稳定 投资者准备应对更长时间的通胀搞不懂美国现在的经济状况？沃尔玛、家得宝这些大卖场也有点蒙上周，两大零售商对美国消费者状况发出了谨慎的信号。沃尔玛表示，预计全年家庭支出将放缓，导致2024财年美国销售增长疲软，仅为2%至2.5%。家得宝表示，消费者支出仍在增长，但预计今年整体销售增长将持平，利润将下降。来自市场和经济的最新消息突显出，美联储要在不引发衰退的情况下为经济降温有多么困难。消费类股和零售类股经历了糟糕的一周：标普零售ETF今年上涨9%，但上周下跌约7%，是自2022年7月以来最糟糕的五天。非必需消费品类股本周下跌近4.5%，是标普500指数所有板块中表现最差的。美股经历开年最糟糕的一周 上半年将继续苦苦挣扎美股多头正在展望美国股市数月来最艰难的时期，并坚持押注一旦美联储停止加息，今年下半年美国股市将出现反弹。标普500指数正经历自去年12月9日以来最糟糕的一周，高于预期的通胀数据加剧了市场对美联储将多次提高借贷成本的猜测，美联储可能在7月暂停加息。这是一条比投资者几周前预期的更为陡峭的政策收紧之路。然而，这在很大程度上仍符合自2022年底以来流行的理论：美股将在今年上半年挣扎，然后在下半年走强。股市技术面显示，投资者认同这一逻辑，因为标普500指数自去年秋季开始的上升趋势在本月下跌2.6%的情况下仍在继续。Sanctuary Wealth首席投资策略师玛丽•安•巴特尔斯表示：“我们正越来越接近美联储利率周期的终点，市场将开始消化这一点。”苹果广告收入急剧下降 服务业务放缓可能是“周期性的”苹果公司的整体收入有很大一部分来自其服务业务，其中包括2022财年的781亿美元，2023财年第一季度为208亿美元。许多投资者将苹果的估值归功于这一领域，有人担心，苹果服务业务的部分业务正在放缓，或许是永久性放缓。广告和应用商店被认为是苹果服务收入的很大一部分（可能高达60%）以及高达75%的利润。最近几个季度的广告收入也在急剧下降。投资公司伯恩斯坦分析师托尼•萨克纳吉指出，尽管服务业增长已经连续六个季度放缓，上个季度毛利率也有所下降，但放缓都可能是周期性的，尤其是广告和应用商店，并将恢复增长。美国最大电网运营商警告：即将迎来电力容量严重短缺美国最大的电网运营商PJM Interconnection本周发布的一份新分析报告显示，随着传统发电机的退役速度超过新增发电机的数量，该公司未来几年将面临发电能力严重不足的问题。该电网运营商预测，到2030年，其近4000GW的发电能力将退役，占服务区域总容量的21%，其中90%是煤炭和天然气计划退役。与此同时，PJM预计同期新增产能不会超过30GW。PJM为伊利诺斯州北部和大西洋沿岸的6500多万消费者提供服务，包括俄亥俄州、宾夕法尼亚州和新泽西州的所有地区。其他电网运营商，包括邻近的中大陆独立系统运营商，也面临着同样的潜在容量短缺，因为公用事业公司淘汰了更多的化石燃料发电。由于持续的宏观不确定性，2022年美洲并购活动明显降温根据ION Analytics的数据，由于全球宏观经济状况仍存在不确定性，去年美洲地区的并购活动有所降温，全年此类交易价值同比下降38%。去年美洲共有10581宗交易，总金额为1.8万亿美元，交易量下降8%。然而，2022年的交易总额几乎与2019年的水平相当，交易量增长了37%。2022年，电信、媒体和科技行业的交易最多，占整个美洲所有资本投资的36%。交易量仅下降10%，为3105笔交易，而并购价值下降41%，至639.9亿美元。其中最大的三笔交易分别是微软正在进行的对动视暴雪的收购，博通计划收购VMware，以及马斯克收购推特。制药行业在排行榜上排名第二，2022年的交易额为2345亿美元，下降29%，交易量下降4%，至1342笔。安进公司以283亿美元收购地平线制药公司，成为并购交易最多的公司。2023年美股反弹看起来并不稳定 投资者准备应对更长时间的通胀美股将以一种明显不稳定的基调结束了2月份，引发了人们对2023年初反弹的持久性的怀疑。强于预期的经济数据和强于预期的通胀数据迫使投资者再次重新考虑他们对美联储将把利率提高到多高的预期。纽约人寿投资公司经济学家兼投资组合策略师劳伦·古德温表示，在美联储仍在加息、市场低估美联储将采取的行动之际，股市将出现强劲上行的想法看起来“站不住脚”。古德温认为，随着经济滑向衰退，股市还有下跌10%至15%的空间。她表示，尽管收益结果显示，科技和非必需消费品行业的利润继续保持相对良好，但营收正在减速——这是一种令人不安的不匹配。她指出，除了极少部分的赢家之外，大多数企业正在努力维持利润率。","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957548269,"gmtCreate":1677454093452,"gmtModify":1677454097427,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957548269","repostId":"2313875277","repostType":4,"repost":{"id":"2313875277","pubTimestamp":1677374450,"share":"https://ttm.financial/m/news/2313875277?lang=&edition=fundamental","pubTime":"2023-02-26 09:20","market":"us","language":"zh","title":"库克要被踢出苹果董事会？是效力25年老将，年薪6.8亿要降薪","url":"https://stock-news.laohu8.com/highlight/detail?id=2313875277","media":"市界观察","summary":"一则关于库克要被踢出苹果董事会的消息，引发轩然大波。而福布斯商业也透露，美国国家法律和政策中心已就戈尔和库克两名苹果董事会成员，向美国证券交易委员会提交两份豁免请求。若从1998年进入苹果成为副总裁，主管苹果的电脑制造业务算起，库克已为苹果效力25年时间。这不仅是苹果过去四年来，首次出现营收同比下降，更创下2016年9月以来最大季度跌幅。","content":"<html><head></head><body><p>一则关于库克要被踢出<a href=\"https://laohu8.com/S/AAPL\">苹果</a>董事会的消息，引发轩然大波。</p><p>2月24日，有报道称，美国国家法律和政策中心将行使作为苹果股东的权力，在3月10日的苹果年度股东大会上，提议撤销阿尔·戈尔和首席执行官蒂姆·库克在董事会中的职务。而福布斯商业也透露，美国国家法律和政策中心已就戈尔和库克两名苹果董事会成员，向美国证券交易委员会提交两份豁免请求。</p><p>事件一出，立即引发热议，在一片惊叹声中，也有网友透露，“应该不太可能，虽说有库克在，苹果的创新力度明显不够，但如果没有库克，也早就没有苹果了。创业初期，由于苹果没有合理规划产品路线和营销，险些倒闭，是乔布斯再三请库克加入苹果，才力挽狂澜赚到的钱”。</p><p>实际上，自2011年接替乔布斯，库克担任苹果公司CEO，至今已有12年时间。在这12年里，苹果增加了2万亿美元的市值，股价上涨超1200%，而同期标普500仅上涨290%。</p><p>如今63岁的库克，拥有较为丰富的资历，不仅曾在<a href=\"https://laohu8.com/S/IBM\">IBM</a>供职12年，负责PC部门在北美和拉美的制造和分销运作，还是清华大学经济管理学院的顾问委员会主席。若从1998年进入苹果成为副总裁，主管苹果的电脑制造业务算起，库克已为苹果效力25年时间。</p><p>当然，苹果也没有亏待库克，很长一段时间，库克都是全球年薪最高的那一批人。</p><p>据市场调查机构As You Sow前不久发布的《薪酬最高的前100位CEO》榜单显示，库克以9873万美元，约合6.8亿人民币的薪酬，位列榜单第10位。不过，库克2023年的目标薪酬总额，可能会降至4900万美元，原因是股权激励归属条件的权重发生变化，基于任期的归属占比从50%降到25%，而基于业绩的归属则从50%提升到75%。</p><p>值得一提的是，苹果2023财年最新财报（2022年10-12月）显示，其当季实现营收约1172亿美元，同比下降5.5%，净利润为299.98亿美元，同比下降13.4%。这不仅是苹果过去四年来，首次出现营收同比下降，更创下2016年9月以来最大季度跌幅。（作者|冯晨晨，编辑|刘肖迎）</p></body></html>","source":"tencent","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>库克要被踢出苹果董事会？是效力25年老将，年薪6.8亿要降薪</title>\n<style 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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\">\n库克要被踢出苹果董事会？是效力25年老将，年薪6.8亿要降薪\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-26 09:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202302241703208261bd8a&s=b><strong>市界观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一则关于库克要被踢出苹果董事会的消息，引发轩然大波。2月24日，有报道称，美国国家法律和政策中心将行使作为苹果股东的权力，在3月10日的苹果年度股东大会上，提议撤销阿尔·戈尔和首席执行官蒂姆·库克在董事会中的职务。而福布斯商业也透露，美国国家法律和政策中心已就戈尔和库克两名苹果董事会成员，向美国证券交易委员会提交两份豁免请求。事件一出，立即引发热议，在一片惊叹声中，也有网友透露，“应该不太可能，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202302241703208261bd8a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75ae5320e2075ac4322e9320f7fc7995","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","BK4571":"数字音乐概念","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4576":"AR","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4566":"资本集团","BK4575":"芯片概念","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) 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PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4515":"5G概念","BK4501":"段永平概念","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0072462426.USD":"贝莱德全球配置 A2","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202302241703208261bd8a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2313875277","content_text":"一则关于库克要被踢出苹果董事会的消息，引发轩然大波。2月24日，有报道称，美国国家法律和政策中心将行使作为苹果股东的权力，在3月10日的苹果年度股东大会上，提议撤销阿尔·戈尔和首席执行官蒂姆·库克在董事会中的职务。而福布斯商业也透露，美国国家法律和政策中心已就戈尔和库克两名苹果董事会成员，向美国证券交易委员会提交两份豁免请求。事件一出，立即引发热议，在一片惊叹声中，也有网友透露，“应该不太可能，虽说有库克在，苹果的创新力度明显不够，但如果没有库克，也早就没有苹果了。创业初期，由于苹果没有合理规划产品路线和营销，险些倒闭，是乔布斯再三请库克加入苹果，才力挽狂澜赚到的钱”。实际上，自2011年接替乔布斯，库克担任苹果公司CEO，至今已有12年时间。在这12年里，苹果增加了2万亿美元的市值，股价上涨超1200%，而同期标普500仅上涨290%。如今63岁的库克，拥有较为丰富的资历，不仅曾在IBM供职12年，负责PC部门在北美和拉美的制造和分销运作，还是清华大学经济管理学院的顾问委员会主席。若从1998年进入苹果成为副总裁，主管苹果的电脑制造业务算起，库克已为苹果效力25年时间。当然，苹果也没有亏待库克，很长一段时间，库克都是全球年薪最高的那一批人。据市场调查机构As You Sow前不久发布的《薪酬最高的前100位CEO》榜单显示，库克以9873万美元，约合6.8亿人民币的薪酬，位列榜单第10位。不过，库克2023年的目标薪酬总额，可能会降至4900万美元，原因是股权激励归属条件的权重发生变化，基于任期的归属占比从50%降到25%，而基于业绩的归属则从50%提升到75%。值得一提的是，苹果2023财年最新财报（2022年10-12月）显示，其当季实现营收约1172亿美元，同比下降5.5%，净利润为299.98亿美元，同比下降13.4%。这不仅是苹果过去四年来，首次出现营收同比下降，更创下2016年9月以来最大季度跌幅。（作者|冯晨晨，编辑|刘肖迎）","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957548692,"gmtCreate":1677454075017,"gmtModify":1677454078427,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957548692","repostId":"1120258147","repostType":4,"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955610064,"gmtCreate":1675381845658,"gmtModify":1676538997948,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955610064","repostId":"1199918806","repostType":4,"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955637281,"gmtCreate":1675381805744,"gmtModify":1676538997932,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955637281","repostId":"1138988882","repostType":4,"repost":{"id":"1138988882","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1675319846,"share":"https://ttm.financial/m/news/1138988882?lang=&edition=fundamental","pubTime":"2023-02-02 14:37","market":"us","language":"en","title":"Sony Q3 Profit Down 7.8%, but Beats Analysts' Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1138988882","media":"Reuters","summary":"TOKYO, Feb 2 (Reuters) - Japan's Sony Group Corp posted a 7.8% fall in quarterly operating profit on","content":"<html><head></head><body><p>TOKYO, Feb 2 (Reuters) - Japan&#39;s Sony Group Corp posted a 7.8% fall in quarterly operating profit on Thursday as its film division fared worse than a year ago, when a blockbuster &#34;Spider-Man: No Way Home&#34; movie drove its profit.</p><p>The electronics and entertainment giant&#39;s operating profit came to 428.7 billion yen ($3.33 billion) in October-December, down from a 465.2 billion yen profit a year earlier. The result exceeded analysts&#39; average estimate of a 380.4 billion yen profit, according to Refinitiv data.</p><p>($1 = 128.6100 yen)</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>Sony Q3 Profit Down 7.8%, but Beats Analysts' Estimates</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\">\nSony Q3 Profit Down 7.8%, but Beats Analysts' Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-02-02 14:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TOKYO, Feb 2 (Reuters) - Japan&#39;s Sony Group Corp posted a 7.8% fall in quarterly operating profit on Thursday as its film division fared worse than a year ago, when a blockbuster &#34;Spider-Man: No Way Home&#34; movie drove its profit.</p><p>The electronics and entertainment giant&#39;s operating profit came to 428.7 billion yen ($3.33 billion) in October-December, down from a 465.2 billion yen profit a year earlier. The result exceeded analysts&#39; average estimate of a 380.4 billion yen profit, according to Refinitiv data.</p><p>($1 = 128.6100 yen)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SONY":"索尼"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138988882","content_text":"TOKYO, Feb 2 (Reuters) - Japan's Sony Group Corp posted a 7.8% fall in quarterly operating profit on Thursday as its film division fared worse than a year ago, when a blockbuster \"Spider-Man: No Way Home\" movie drove its profit.The electronics and entertainment giant's operating profit came to 428.7 billion yen ($3.33 billion) in October-December, down from a 465.2 billion yen profit a year earlier. The result exceeded analysts' average estimate of a 380.4 billion yen profit, according to Refinitiv data.($1 = 128.6100 yen)","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951744187,"gmtCreate":1673572724449,"gmtModify":1676538857829,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951744187","repostId":"1167753619","repostType":4,"repost":{"id":"1167753619","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":1673411295,"share":"https://ttm.financial/m/news/1167753619?lang=&edition=fundamental","pubTime":"2023-01-11 12:28","market":"us","language":"zh","title":"期权大单 | 阿里巴巴看涨期权成交活跃！市场强劲复苏，航空股迎来投资窗口","url":"https://stock-news.laohu8.com/highlight/detail?id=1167753619","media":"老虎资讯综合","summary":"周二，期权市场总成交量3160.06万张合约，环比前一交易日大幅回落，且低于90日平均成交量；阿里巴巴期权成交42.95万张合约，其中看涨期权占比67%；美国航空股近日表现强劲，美国航空、联合大陆航空","content":"<html><head></head><body><blockquote>周二，期权市场总成交量3160.06万张合约，环比前一交易日大幅回落，且低于90日平均成交量；阿里巴巴期权成交42.95万张合约，其中看涨期权占比67%；美国航空股近日表现强劲，美国航空、联合大陆航空期权异动。</blockquote><p><b>一、市场概览 （1月10日）</b></p><p>美东时间周二，美股三大股指集体收涨，美联储主席鲍威尔在讲话中没有就利率政策发表评论，也没有谈及美国经济形势，并未像此前一样继续敲打市场，这令投资者松了一口气。截至收盘，道指涨186.45点，涨幅为0.56%，报33704.10点；纳指涨106.98点，涨幅为1.01%，报10742.63点；标普500指数涨27.16点，涨幅为0.70%，报3918.84点。</p><p>期权市场总成交量3160.06万张合约，环比前一交易日（前值4103.37万张合约）大幅回落，低于90日平均成交量（3929.32万张合约），其中，看涨期权占52%。</p><p><b>二、期权成交总量TOP10</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c61216a4515072cf577e2a639e9254e\" tg-width=\"1242\" tg-height=\"2130\" referrerpolicy=\"no-referrer\"/><span>数据来源：老虎国际App</span></p><p><a href=\"https://laohu8.com/S/SPY\">标普指数ETF</a>周二期权成交733万张合约，其中看涨期权占比45.2%；<a href=\"https://laohu8.com/S/QQQ\">纳指100ETF</a>期权成交203.2万张合约，其中看涨期权占比48.1%；</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>期权成交量持续回落，分别成交193.1万张合约、85.5万张合约、75.96万张合约；</p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>收涨3.65%报114.88美元；近几日阿里利好消息频传，股价大涨，一度成为市场关注的焦点；周二期权成交42.95万张合约，其中看涨期权占比67%。</p><p><b>三、异动观察</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/082a7255ea02bcd29e38da714ca638ae\" tg-width=\"1262\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></p><p>近期随着全球航空运输量的增加，航空公司看到了强劲的复苏，美国航空股表现强劲。</p><p><a href=\"https://laohu8.com/S/AAL\">美国航空</a>股价连续8个交易日上涨，累计涨幅逾23%；周二期权成交36.58万张合约，看跌期权占比逾73%；</p><p><a href=\"https://laohu8.com/S/UAL\">联合大陆航空</a>股价连续5个交易日上涨，累计涨幅近23%；周二期权成交11.1万张合约，看涨期权占比71%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbc4b0d976c9682c4ad2618752a3e529\" tg-width=\"1576\" tg-height=\"380\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad6e56d9a351c92a3771f89059291ef5\" tg-width=\"1577\" tg-height=\"380\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></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>期权大单 | 阿里巴巴看涨期权成交活跃！市场强劲复苏，航空股迎来投资窗口</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\">\n期权大单 | 阿里巴巴看涨期权成交活跃！市场强劲复苏，航空股迎来投资窗口\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-01-11 12:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>周二，期权市场总成交量3160.06万张合约，环比前一交易日大幅回落，且低于90日平均成交量；阿里巴巴期权成交42.95万张合约，其中看涨期权占比67%；美国航空股近日表现强劲，美国航空、联合大陆航空期权异动。</blockquote><p><b>一、市场概览 （1月10日）</b></p><p>美东时间周二，美股三大股指集体收涨，美联储主席鲍威尔在讲话中没有就利率政策发表评论，也没有谈及美国经济形势，并未像此前一样继续敲打市场，这令投资者松了一口气。截至收盘，道指涨186.45点，涨幅为0.56%，报33704.10点；纳指涨106.98点，涨幅为1.01%，报10742.63点；标普500指数涨27.16点，涨幅为0.70%，报3918.84点。</p><p>期权市场总成交量3160.06万张合约，环比前一交易日（前值4103.37万张合约）大幅回落，低于90日平均成交量（3929.32万张合约），其中，看涨期权占52%。</p><p><b>二、期权成交总量TOP10</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c61216a4515072cf577e2a639e9254e\" tg-width=\"1242\" tg-height=\"2130\" referrerpolicy=\"no-referrer\"/><span>数据来源：老虎国际App</span></p><p><a href=\"https://laohu8.com/S/SPY\">标普指数ETF</a>周二期权成交733万张合约，其中看涨期权占比45.2%；<a href=\"https://laohu8.com/S/QQQ\">纳指100ETF</a>期权成交203.2万张合约，其中看涨期权占比48.1%；</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>期权成交量持续回落，分别成交193.1万张合约、85.5万张合约、75.96万张合约；</p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>收涨3.65%报114.88美元；近几日阿里利好消息频传，股价大涨，一度成为市场关注的焦点；周二期权成交42.95万张合约，其中看涨期权占比67%。</p><p><b>三、异动观察</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/082a7255ea02bcd29e38da714ca638ae\" tg-width=\"1262\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></p><p>近期随着全球航空运输量的增加，航空公司看到了强劲的复苏，美国航空股表现强劲。</p><p><a href=\"https://laohu8.com/S/AAL\">美国航空</a>股价连续8个交易日上涨，累计涨幅逾23%；周二期权成交36.58万张合约，看跌期权占比逾73%；</p><p><a href=\"https://laohu8.com/S/UAL\">联合大陆航空</a>股价连续5个交易日上涨，累计涨幅近23%；周二期权成交11.1万张合约，看涨期权占比71%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbc4b0d976c9682c4ad2618752a3e529\" tg-width=\"1576\" tg-height=\"380\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad6e56d9a351c92a3771f89059291ef5\" tg-width=\"1577\" tg-height=\"380\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"SPY":"标普500ETF","BABA":"阿里巴巴","QQQ":"纳指100ETF","AAL":"美国航空","UAL":"联合大陆航空"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167753619","content_text":"周二，期权市场总成交量3160.06万张合约，环比前一交易日大幅回落，且低于90日平均成交量；阿里巴巴期权成交42.95万张合约，其中看涨期权占比67%；美国航空股近日表现强劲，美国航空、联合大陆航空期权异动。一、市场概览 （1月10日）美东时间周二，美股三大股指集体收涨，美联储主席鲍威尔在讲话中没有就利率政策发表评论，也没有谈及美国经济形势，并未像此前一样继续敲打市场，这令投资者松了一口气。截至收盘，道指涨186.45点，涨幅为0.56%，报33704.10点；纳指涨106.98点，涨幅为1.01%，报10742.63点；标普500指数涨27.16点，涨幅为0.70%，报3918.84点。期权市场总成交量3160.06万张合约，环比前一交易日（前值4103.37万张合约）大幅回落，低于90日平均成交量（3929.32万张合约），其中，看涨期权占52%。二、期权成交总量TOP10数据来源：老虎国际App标普指数ETF周二期权成交733万张合约，其中看涨期权占比45.2%；纳指100ETF期权成交203.2万张合约，其中看涨期权占比48.1%；特斯拉、苹果、亚马逊期权成交量持续回落，分别成交193.1万张合约、85.5万张合约、75.96万张合约；阿里巴巴收涨3.65%报114.88美元；近几日阿里利好消息频传，股价大涨，一度成为市场关注的焦点；周二期权成交42.95万张合约，其中看涨期权占比67%。三、异动观察数据来源：Market Chameleon近期随着全球航空运输量的增加，航空公司看到了强劲的复苏，美国航空股表现强劲。美国航空股价连续8个交易日上涨，累计涨幅逾23%；周二期权成交36.58万张合约，看跌期权占比逾73%；联合大陆航空股价连续5个交易日上涨，累计涨幅近23%；周二期权成交11.1万张合约，看涨期权占比71%.数据来源：Market Chameleon数据来源：Market Chameleon","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951745433,"gmtCreate":1673572691222,"gmtModify":1676538857813,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951745433","repostId":"2302854521","repostType":2,"repost":{"id":"2302854521","pubTimestamp":1673506140,"share":"https://ttm.financial/m/news/2302854521?lang=&edition=fundamental","pubTime":"2023-01-12 14:49","market":"hk","language":"zh","title":"*汇丰研究升中国飞鹤(06186.HK)评级至“买入”  目标价上调至9.6元","url":"https://stock-news.laohu8.com/highlight/detail?id=2302854521","media":"阿斯达克财经","summary":"(港股报价延迟最少十五分钟。沽空资料截至 2023-01-12 12:25。)","content":"<html><body><div> <span> <p>(港股报价延迟最少十五分钟。沽空资料截至 2023-01-12 12:25。)</p><div></div> </span> </div></body></html>","source":"aastocks_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>*汇丰研究升中国飞鹤(06186.HK)评级至“买入”  目标价上调至9.6元</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\">\n*汇丰研究升中国飞鹤(06186.HK)评级至“买入”  目标价上调至9.6元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-12 14:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1238519/latest-news/HK6><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(港股报价延迟最少十五分钟。沽空资料截至 2023-01-12 12:25。)</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1238519/latest-news/HK6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20220221150401628_s.jpg","relate_stocks":{"06186":"中国飞鹤","HSBC":"汇丰"},"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1238519/latest-news/HK6","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302854521","content_text":"(港股报价延迟最少十五分钟。沽空资料截至 2023-01-12 12:25。)","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951745263,"gmtCreate":1673572675852,"gmtModify":1676538857806,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951745263","repostId":"1130930597","repostType":4,"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":141983492,"gmtCreate":1625833187416,"gmtModify":1703749452011,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Great ??","listText":"Great ??","text":"Great ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141983492","repostId":"1132560832","repostType":4,"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158145453,"gmtCreate":1625140566372,"gmtModify":1703736932868,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Awesome ??","listText":"Awesome ??","text":"Awesome ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/158145453","repostId":"1110936297","repostType":2,"repost":{"id":"1110936297","pubTimestamp":1625036047,"share":"https://ttm.financial/m/news/1110936297?lang=&edition=fundamental","pubTime":"2021-06-30 14:54","market":"us","language":"en","title":"Apple: Act Quickly Before The Run To $172","url":"https://stock-news.laohu8.com/highlight/detail?id=1110936297","media":"seekingalpha","summary":"Apple faces many external threats from regulators in the developed world.But I see these as largely priced in, although they remain a threat longer term.Apple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.I have made it no secret that I’m a big fan of Apple. In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a big breakout. In this article, I want to ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple faces many external threats from regulators in the developed world.</li>\n <li>But I see these as largely priced in, although they remain a threat longer term.</li>\n <li>Apple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/219c4f41554f7e91be4c02cd87e3f8d6\" tg-width=\"1536\" tg-height=\"1024\"><span>fMing Yeung/Getty Images News</span></p>\n<p>I have made it no secret that I’m a big fan of&nbsp;<b>Apple</b>(AAPL). In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a&nbsp;big breakout. In this article, I want to update readers on the progress of that, as well as addressing some concerns that could be potentially bearish. But the spoiler alert is that I’m still very much in the camp of Apple setting up a breakout, and I think the company’s typical pre-earnings move is likely the catalyst to see that happen.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37078c4ff01404a43176bb2e2555834d\" tg-width=\"640\" tg-height=\"615\"><span>Source: StockCharts</span></p>\n<p>To start, I’ve annotated the same ascending triangle formation I noted six weeks ago, because it is still very much in play. The stock is very near the top of the triangle today, so what happens when/if it gets to $136/$137 will determine if the breakout is imminent or if we need at least one more test of the rising trend line that forms the bottom of the triangle. Whether that occurs or not doesn’t change my outlook; only the timing of it.</p>\n<p>Ascending triangles measure upside targets on breakouts equal to the top and bottom of the widest part of the triangle. In this case, the top of the triangle is $137 and the bottom of the triangle, which was set in September of last year, was $102. That means that this triangle pattern has a measured price target – after the breakout – of $35 higher ($137 minus $102), and with the breakout point being $137 or so, that implies we canexpect Apple to hit $172, give or take. Now, that won’t happen immediately, of course, but that’s the kind of opportunity at hand here.</p>\n<p>What do you need to look for on a breakout? First, price action needs to decisively clear the breakout level of $137 and close above it. In addition, you want to see rising volume on the breakout – I’ve annotated declining volume in the triangle period, which is normal behavior – and you want to see rising momentum, we’ve got rising momentum today. So I’d expect a breakout to continue that, but these are the things you want to see on a breakout to ensure it has staying power.</p>\n<p>Finally, you’ll notice that I’ve added blue circles on the chart, and those represent the start of the ~4-week period prior to an earnings release. Apple has been<i>very</i>reliable in the past couple of years in terms of rallying into an earnings report, and I have no reason to think that will change. The gains are fairly large in most cases, with about half of them being in the double-digits, so this is a real catalyst for higher prices.</p>\n<p>The important thing to note is that we are about four weeks from the third quarter report, which typically takes place at the end of July. We are also at the top of the ascending triangle, which means that even a small pre-earnings run will likely result in a breakout, and that’s why I think the breakout is very near.</p>\n<p>To be clear, I’m reiterating my prior thesis that an ascending triangle breakout is coming; I just think we have a very clear catalyst now to make it sooner than later. I see the stock rallying into the earnings report, and if history is a guide, Apple will destroy expectations once again. In short, all is going to plan.</p>\n<p>The risk is that if Apple does break out of the triangle and earnings aren’t very good, the pattern could fail. That would negate my $172 price target, and we’d have to reassess. For now, the odds of that look low, and I’m still full steam ahead on the breakout coming pre-earnings.</p>\n<p><b>Why does Apple rally pre-earnings?</b></p>\n<p>To put it succinctly, Apple rallies pre-earnings because no matter how much analysts raise their targets going into the reports, Apple finds a way to beat them.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6233212bc10ea38f20e75d2ed0ab603e\" tg-width=\"640\" tg-height=\"284\"><span>Source:Seeking Alpha</span></p>\n<p>This is three years’ worth of data showing how Apple beats expectations, and by enormous margins in some cases. Apple is one of the largest and most-followed companies that has ever existed. So if any company should have an analyst community that knows how it will perform each quarter, it would be this one. However, its dominance in hardware and services revenue has proven too much for analysts over time to keep up with.</p>\n<p>Keep in mind a risk here is that if Apple does finally miss expectations, I have to imagine the stock will react extremely poorly. Thus, there is certainly risk in owning Apple through the earnings report, as with any other stock. But the company’s history of smashing expectations – particularly in the past year – means the odds of this are fairly low. Still, something to keep in mind from a risk perspective.</p>\n<p>In terms of a catalyst for rallying into the July report, Apple continues to see analysts scramble to keep up with its rising fortunes.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebf56ca48e2364fd7314f9140bc3ab5c\" tg-width=\"640\" tg-height=\"286\"><span>Source:Seeking Alpha</span></p>\n<p>The sharp upward revisions that began last summer continue unabated, and Apple’s earnings trajectory remains very much intact. I detailed this in my last piece so I’m simply saying that nothing has changed on this front, and that’s a very good thing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2bd9aaadd1cc3a29d7b8e787296ab4b\" tg-width=\"454\" tg-height=\"110\"><span>Source:Seeking Alpha</span></p>\n<p>I think you’ll struggle to find a company with a better earnings revision schedule, as the past three months have seen 36 EPS revisions, and<i>100%</i>of them were upward. That shows just how strong Apple’s earnings trajectory is, as analysts scramble to meet Apple’s outstanding performances. I love stocks with earnings revision charts like Apple’s because the bar is always rising, which means that the stock will follow suit.</p>\n<p><b>Not all is well</b></p>\n<p>Apple, to be fair, does face a huge amount of risks that are outside of its control. Many of them cropped up since my last report on Apple and so I want to balance my bullish position on the stock with some sobering reality to ensure readers are well-equipped to make an informed decision about whether or not Apple is right for their portfolio.</p>\n<p>First, the FTC made the headlines a few weeks ago by appointing&nbsp;Lina Khan, an outspoken and noted big tech critic, who feels certain companies have too much control over the behaviors of consumers. This is a noteworthy development because if the FTC wants to go after big tech, Apple is a very logical early target. I don’t see it impacting iPhone or other hardware sales but services revenue? Absolutely. This is a longer-term threat since antitrust rules take time to create, but Apple shareholders need to take this threat seriously.</p>\n<p>The&nbsp;White Houseis apparently on board with this line of thinking, and the&nbsp;House&nbsp;is actually considering legislation that would undertake to reign in the perceived control of big tech companies, including Apple's tendency to pre-install its own apps on Apple devices. Would that stop consumers from just going to the app store and downloading them? No, but it certainly isn't a<i>positive</i>&nbsp;catalyst.</p>\n<p>Apple is facing a similar threat in&nbsp;Germany&nbsp;and other places in the developed world, so it isn’t just a problem at home. Germany is assessing if Apple has “competition violations” to be addressed. So the issue is the same one being faced in the US, and the only two outcomes are neutral (nothing happens), or negative (antitrust action is taken).</p>\n<p>Apple is also still very much beholden to the never-ending trade war between&nbsp;China&nbsp;and the US, as the two countries constantly jockey for position with the highest stakes the world has ever seen in such a scuffle. Apple’s production process is potentially at risk, depending upon how ugly things get, adding some geopolitical risk to the stock's outlook. This goes both ways, and China employs a lot of people and generates a lot of cash from Apple’s production. So I’m not sure it is as one-sided as it seems, but the geopolitical risk is never a good thing, and Apple’s manufacturing needs set it up for such a risk.</p>\n<p><b>Final thoughts</b></p>\n<p>I’ve enumerated a variety of potential issues Apple is facing, and I’ll be clear and say none of these are good things. The best possible outcome is that nothing changes, and the worst is that all come to fruition and Apple faces manufacturing challenges, as well as antitrust actions. These are real threats, but I also think they're already priced in.</p>\n<p>The threat of antitrust legislation or a trade war with China isn’t new by any stretch of the imagination and is not dissimilar to the threats that other tech giants like Amazon (AMZN), Alphabet (GOOG), or Facebook (FB) face every day. This is par for the course if you’re a dominant tech company, and Apple certainly is. I don’t want to ignore these potential negative catalysts, but I don’t want to overreact, either.</p>\n<p>Keep in mind also that Apple continues to move higher over time despite this bad news, which is what winning stocks do. The fact that it is shrugging off these huge potential negative catalysts reinforces the bullish stance I already had on the stock.</p>\n<p>I detailed my bullishness on the company’s revenue generation, margins, buybacks, valuation, and more in the&nbsp;prior piece, and nothing has changed there. So I don’t want to waste your time going through it again. However, my fundamental stance on Apple hasn’t changed in the past six weeks, and if anything, continued upward revisions in EPS estimates have strengthened the bull case.</p>\n<p>The important thing is that shareholders must be aware of external threats, but also that we are seeing Apple get to the end of its very bullish consolidation pattern at the same time that it typically begins a pre-earnings run higher.</p>\n<p>The bottom line is that I think Apple’s breakout is imminent, and that the pattern measures to $172 or so. This won’t happen overnight, but if you were looking to buy Apple, act quickly.</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>Apple: Act Quickly Before The Run To $172</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\">\nApple: Act Quickly Before The Run To $172\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 14:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple faces many external threats from regulators in the developed world.\nBut I see these as largely priced in, although they remain a threat longer term.\nApple is on the cusp of what should ...</p>\n\n<a href=\"https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110936297","content_text":"Summary\n\nApple faces many external threats from regulators in the developed world.\nBut I see these as largely priced in, although they remain a threat longer term.\nApple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.\n\nfMing Yeung/Getty Images News\nI have made it no secret that I’m a big fan of Apple(AAPL). In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a big breakout. In this article, I want to update readers on the progress of that, as well as addressing some concerns that could be potentially bearish. But the spoiler alert is that I’m still very much in the camp of Apple setting up a breakout, and I think the company’s typical pre-earnings move is likely the catalyst to see that happen.\nSource: StockCharts\nTo start, I’ve annotated the same ascending triangle formation I noted six weeks ago, because it is still very much in play. The stock is very near the top of the triangle today, so what happens when/if it gets to $136/$137 will determine if the breakout is imminent or if we need at least one more test of the rising trend line that forms the bottom of the triangle. Whether that occurs or not doesn’t change my outlook; only the timing of it.\nAscending triangles measure upside targets on breakouts equal to the top and bottom of the widest part of the triangle. In this case, the top of the triangle is $137 and the bottom of the triangle, which was set in September of last year, was $102. That means that this triangle pattern has a measured price target – after the breakout – of $35 higher ($137 minus $102), and with the breakout point being $137 or so, that implies we canexpect Apple to hit $172, give or take. Now, that won’t happen immediately, of course, but that’s the kind of opportunity at hand here.\nWhat do you need to look for on a breakout? First, price action needs to decisively clear the breakout level of $137 and close above it. In addition, you want to see rising volume on the breakout – I’ve annotated declining volume in the triangle period, which is normal behavior – and you want to see rising momentum, we’ve got rising momentum today. So I’d expect a breakout to continue that, but these are the things you want to see on a breakout to ensure it has staying power.\nFinally, you’ll notice that I’ve added blue circles on the chart, and those represent the start of the ~4-week period prior to an earnings release. Apple has beenveryreliable in the past couple of years in terms of rallying into an earnings report, and I have no reason to think that will change. The gains are fairly large in most cases, with about half of them being in the double-digits, so this is a real catalyst for higher prices.\nThe important thing to note is that we are about four weeks from the third quarter report, which typically takes place at the end of July. We are also at the top of the ascending triangle, which means that even a small pre-earnings run will likely result in a breakout, and that’s why I think the breakout is very near.\nTo be clear, I’m reiterating my prior thesis that an ascending triangle breakout is coming; I just think we have a very clear catalyst now to make it sooner than later. I see the stock rallying into the earnings report, and if history is a guide, Apple will destroy expectations once again. In short, all is going to plan.\nThe risk is that if Apple does break out of the triangle and earnings aren’t very good, the pattern could fail. That would negate my $172 price target, and we’d have to reassess. For now, the odds of that look low, and I’m still full steam ahead on the breakout coming pre-earnings.\nWhy does Apple rally pre-earnings?\nTo put it succinctly, Apple rallies pre-earnings because no matter how much analysts raise their targets going into the reports, Apple finds a way to beat them.\nSource:Seeking Alpha\nThis is three years’ worth of data showing how Apple beats expectations, and by enormous margins in some cases. Apple is one of the largest and most-followed companies that has ever existed. So if any company should have an analyst community that knows how it will perform each quarter, it would be this one. However, its dominance in hardware and services revenue has proven too much for analysts over time to keep up with.\nKeep in mind a risk here is that if Apple does finally miss expectations, I have to imagine the stock will react extremely poorly. Thus, there is certainly risk in owning Apple through the earnings report, as with any other stock. But the company’s history of smashing expectations – particularly in the past year – means the odds of this are fairly low. Still, something to keep in mind from a risk perspective.\nIn terms of a catalyst for rallying into the July report, Apple continues to see analysts scramble to keep up with its rising fortunes.\nSource:Seeking Alpha\nThe sharp upward revisions that began last summer continue unabated, and Apple’s earnings trajectory remains very much intact. I detailed this in my last piece so I’m simply saying that nothing has changed on this front, and that’s a very good thing.\nSource:Seeking Alpha\nI think you’ll struggle to find a company with a better earnings revision schedule, as the past three months have seen 36 EPS revisions, and100%of them were upward. That shows just how strong Apple’s earnings trajectory is, as analysts scramble to meet Apple’s outstanding performances. I love stocks with earnings revision charts like Apple’s because the bar is always rising, which means that the stock will follow suit.\nNot all is well\nApple, to be fair, does face a huge amount of risks that are outside of its control. Many of them cropped up since my last report on Apple and so I want to balance my bullish position on the stock with some sobering reality to ensure readers are well-equipped to make an informed decision about whether or not Apple is right for their portfolio.\nFirst, the FTC made the headlines a few weeks ago by appointing Lina Khan, an outspoken and noted big tech critic, who feels certain companies have too much control over the behaviors of consumers. This is a noteworthy development because if the FTC wants to go after big tech, Apple is a very logical early target. I don’t see it impacting iPhone or other hardware sales but services revenue? Absolutely. This is a longer-term threat since antitrust rules take time to create, but Apple shareholders need to take this threat seriously.\nThe White Houseis apparently on board with this line of thinking, and the House is actually considering legislation that would undertake to reign in the perceived control of big tech companies, including Apple's tendency to pre-install its own apps on Apple devices. Would that stop consumers from just going to the app store and downloading them? No, but it certainly isn't apositive catalyst.\nApple is facing a similar threat in Germany and other places in the developed world, so it isn’t just a problem at home. Germany is assessing if Apple has “competition violations” to be addressed. So the issue is the same one being faced in the US, and the only two outcomes are neutral (nothing happens), or negative (antitrust action is taken).\nApple is also still very much beholden to the never-ending trade war between China and the US, as the two countries constantly jockey for position with the highest stakes the world has ever seen in such a scuffle. Apple’s production process is potentially at risk, depending upon how ugly things get, adding some geopolitical risk to the stock's outlook. This goes both ways, and China employs a lot of people and generates a lot of cash from Apple’s production. So I’m not sure it is as one-sided as it seems, but the geopolitical risk is never a good thing, and Apple’s manufacturing needs set it up for such a risk.\nFinal thoughts\nI’ve enumerated a variety of potential issues Apple is facing, and I’ll be clear and say none of these are good things. The best possible outcome is that nothing changes, and the worst is that all come to fruition and Apple faces manufacturing challenges, as well as antitrust actions. These are real threats, but I also think they're already priced in.\nThe threat of antitrust legislation or a trade war with China isn’t new by any stretch of the imagination and is not dissimilar to the threats that other tech giants like Amazon (AMZN), Alphabet (GOOG), or Facebook (FB) face every day. This is par for the course if you’re a dominant tech company, and Apple certainly is. I don’t want to ignore these potential negative catalysts, but I don’t want to overreact, either.\nKeep in mind also that Apple continues to move higher over time despite this bad news, which is what winning stocks do. The fact that it is shrugging off these huge potential negative catalysts reinforces the bullish stance I already had on the stock.\nI detailed my bullishness on the company’s revenue generation, margins, buybacks, valuation, and more in the prior piece, and nothing has changed there. So I don’t want to waste your time going through it again. However, my fundamental stance on Apple hasn’t changed in the past six weeks, and if anything, continued upward revisions in EPS estimates have strengthened the bull case.\nThe important thing is that shareholders must be aware of external threats, but also that we are seeing Apple get to the end of its very bullish consolidation pattern at the same time that it typically begins a pre-earnings run higher.\nThe bottom line is that I think Apple’s breakout is imminent, and that the pattern measures to $172 or so. This won’t happen overnight, but if you were looking to buy Apple, act quickly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148576103,"gmtCreate":1625996542602,"gmtModify":1703751778450,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"[Facepalm]&nbsp;","listText":"[Facepalm]&nbsp;","text":"[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/148576103","repostId":"1195812364","repostType":4,"repost":{"id":"1195812364","pubTimestamp":1625875523,"share":"https://ttm.financial/m/news/1195812364?lang=&edition=fundamental","pubTime":"2021-07-10 08:05","market":"us","language":"en","title":"US IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1195812364","media":"Renaissance Capital","summary":"Italian drug container supplier Stevanato Group plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.Shopping center REIT Phillips Edison & Company plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on l","content":"<p>After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.</p>\n<p>Italian drug container supplier&nbsp;<b>Stevanato Group</b>(STVN) plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.</p>\n<p>Shopping center REIT&nbsp;<b>Phillips Edison &amp; Company</b>(PECO) plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on locations that are anchored by grocers like Kroger and Public. It targets a 3.5% annualized yield at the midpoint.</p>\n<p>Known for its member-only luxury hotel brand Soho House,<b>Membership Collective Group</b>(MCG) plans to raise $450 at a $3.2 billion market cap. The company boasts a large and loyal member base, though it has no track record of profitability and saw revenue fall by almost half in the 1Q21.</p>\n<p>Mark Wahlberg-backed fitness franchise&nbsp;<b>F45 Training</b>(FXLV) plans to raise $325 million at a $1.5 billion market cap. Specializing in 45-minute workouts, F45 has over 1,500 studios worldwide. The company managed a 37% EBITDA in the trailing 12 months, though the company’s expected post-pandemic growth has yet to show through in the numbers.</p>\n<p>Mortgage software provider&nbsp;<b>Blend Labs</b>(BLND) plans to raise $340 million at a $4.5 billion market cap. Blend Labs provides a digital platform to financial services firms that improves the consumer experience when applying for mortgages and loans. Despite doubling revenue in 2020, the core software business is highly unprofitable due to R&amp;D and S&amp;M spend.</p>\n<p><b>Bridge Investment Group</b>(BRDG) plans to raise $300 million at a $1.8 billion market cap. This investment manager specializes in real estate equity and debt across multiple sectors. As of 3/31/2021, Bridge Investment Group has approximately $26 billion of AUM with more than 6,500 individual investors across 25 investment vehicles.</p>\n<p>Ocular medical device provider&nbsp;<b>Sight Sciences</b>(SGHT) plans to raise $150 million at a $1 billion market cap. The company develops and sells medical and surgical devices that present new treatment options for eye diseases. The highly unprofitable company showed signs of re-accelerating growth in the 1Q21 (+32%) after the pandemic delayed elective procedures in 2020.</p>\n<p>Pregnancy diagnostics company&nbsp;<b>Sera Prognostics</b>(SERA) plans to raise $75 million at a $564 million market cap. The company uses its proteomics and bioinformatics platform to develop biomarker tests aimed at improving pregnancy outcomes. Sera Prognostics’ sole commercial product, the PreTRM test, predicts the risk of a premature delivery, though it has yet to generate meaningful revenue.</p>\n<p>A hold-over from last week, early-stage kidney disease biotech&nbsp;<b>Unicycive Therapeutics</b>(UNCY) plans to raise $25 million at a $79 million market cap.</p>\n<p><img src=\"https://static.tigerbbs.com/ad3dc9b07583a28aad047e44802c899e\" tg-width=\"942\" tg-height=\"732\"></p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/8/21, the Renaissance IPO Index was down 0.8% year-to-date, while the S&amp;P 500 was up 15.0%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 5.2% year-to-date, while the ACWX was up 7.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p>","source":"lsy1603787993745","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>US IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week</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\">\nUS IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 08:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.\nItalian drug container supplier Stevanato Group(STVN) plans to raise $900 million at a $6.8 billion ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FXLV":"F45 Training Holdings Inc.","PECO":"Phillips Edison & Company, Inc.",".SPX":"S&P 500 Index","SGHT":"Sight Sciences, Inc.",".DJI":"道琼斯","BLND":"Blend Labs, Inc.","STVN":"Stevanato Group S.p.A.",".IXIC":"NASDAQ Composite","BRDG":"Bridge Investment Group Holdings Inc.","SERA":"Sera Prognostics, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195812364","content_text":"After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.\nItalian drug container supplier Stevanato Group(STVN) plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.\nShopping center REIT Phillips Edison & Company(PECO) plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on locations that are anchored by grocers like Kroger and Public. It targets a 3.5% annualized yield at the midpoint.\nKnown for its member-only luxury hotel brand Soho House,Membership Collective Group(MCG) plans to raise $450 at a $3.2 billion market cap. The company boasts a large and loyal member base, though it has no track record of profitability and saw revenue fall by almost half in the 1Q21.\nMark Wahlberg-backed fitness franchise F45 Training(FXLV) plans to raise $325 million at a $1.5 billion market cap. Specializing in 45-minute workouts, F45 has over 1,500 studios worldwide. The company managed a 37% EBITDA in the trailing 12 months, though the company’s expected post-pandemic growth has yet to show through in the numbers.\nMortgage software provider Blend Labs(BLND) plans to raise $340 million at a $4.5 billion market cap. Blend Labs provides a digital platform to financial services firms that improves the consumer experience when applying for mortgages and loans. Despite doubling revenue in 2020, the core software business is highly unprofitable due to R&D and S&M spend.\nBridge Investment Group(BRDG) plans to raise $300 million at a $1.8 billion market cap. This investment manager specializes in real estate equity and debt across multiple sectors. As of 3/31/2021, Bridge Investment Group has approximately $26 billion of AUM with more than 6,500 individual investors across 25 investment vehicles.\nOcular medical device provider Sight Sciences(SGHT) plans to raise $150 million at a $1 billion market cap. The company develops and sells medical and surgical devices that present new treatment options for eye diseases. The highly unprofitable company showed signs of re-accelerating growth in the 1Q21 (+32%) after the pandemic delayed elective procedures in 2020.\nPregnancy diagnostics company Sera Prognostics(SERA) plans to raise $75 million at a $564 million market cap. The company uses its proteomics and bioinformatics platform to develop biomarker tests aimed at improving pregnancy outcomes. Sera Prognostics’ sole commercial product, the PreTRM test, predicts the risk of a premature delivery, though it has yet to generate meaningful revenue.\nA hold-over from last week, early-stage kidney disease biotech Unicycive Therapeutics(UNCY) plans to raise $25 million at a $79 million market cap.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/8/21, the Renaissance IPO Index was down 0.8% year-to-date, while the S&P 500 was up 15.0%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 5.2% year-to-date, while the ACWX was up 7.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141989116,"gmtCreate":1625833062935,"gmtModify":1703749449893,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Is time to buy ??","listText":"Is time to buy ??","text":"Is time to buy ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/141989116","repostId":"1161133836","repostType":4,"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189735158,"gmtCreate":1623288309674,"gmtModify":1704200106991,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VIPS\">$Vipshop(VIPS)$</a>✌️✌️","listText":"<a href=\"https://laohu8.com/S/VIPS\">$Vipshop(VIPS)$</a>✌️✌️","text":"$Vipshop(VIPS)$✌️✌️","images":[{"img":"https://static.tigerbbs.com/c0c4043b2042ae72d1ddb7191d377d18","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189735158","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9927819638,"gmtCreate":1672446441724,"gmtModify":1676538691878,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927819638","repostId":"1188937769","repostType":4,"repost":{"id":"1188937769","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":1672051862,"share":"https://ttm.financial/m/news/1188937769?lang=&edition=fundamental","pubTime":"2022-12-26 18:51","market":"sg","language":"zh","title":"提醒：因元旦假期，美、港、A股等市场1月2日休市一天","url":"https://stock-news.laohu8.com/highlight/detail?id=1188937769","media":"老虎资讯综合","summary":"2023年元旦假期来临，美股、港股、A股等市场的交易活动将受到影响。请留意股市休市时间，并提前安排好您的投资计划。元旦假期股市交易安排港股：2023年1月2日（星期一）全天休市，1月3日（星期二）照常","content":"<html><head></head><body><p>2023年元旦假期来临，美股、港股、A股等市场的交易活动将受到影响。请留意股市休市时间，并提前安排好您的投资计划。</p><p><img src=\"https://static.tigerbbs.com/e80b2a5ff7e16fcd09de49e1659a26fd\" tg-width=\"900\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p><b>元旦假期股市交易安排</b></p><p><b>港股：</b></p><p>2023年1月2日（星期一）全天休市，1月3日（星期二）照常开市。</p><p><b>美股：</b></p><p>2023年1月2日（星期一）全天休市，1月3日（星期二）照常开市。</p><p><b>A股：</b></p><p>2023年1月2日（星期一）全天休市，1月3日（星期二）照常开市。</p><p><b>澳股：</b></p><p>2023年1月2日（星期一）全天休市，1月3日（星期二）照常开市。</p><p><b>新加坡市场：</b></p><p>2023年1月2日（星期一）全天休市，1月3日（星期二）照常开市。</p><p><b>港股通：</b></p><p>2023年1月2日（星期一）不提供服务。</p><p><b>沪股通、深股通：</b></p><p>2023年1月2日（星期一）不提供服务。</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>提醒：因元旦假期，美、港、A股等市场1月2日休市一天</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\">\n提醒：因元旦假期，美、港、A股等市场1月2日休市一天\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-12-26 18:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2023年元旦假期来临，美股、港股、A股等市场的交易活动将受到影响。请留意股市休市时间，并提前安排好您的投资计划。</p><p><img src=\"https://static.tigerbbs.com/e80b2a5ff7e16fcd09de49e1659a26fd\" tg-width=\"900\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p><b>元旦假期股市交易安排</b></p><p><b>港股：</b></p><p>2023年1月2日（星期一）全天休市，1月3日（星期二）照常开市。</p><p><b>美股：</b></p><p>2023年1月2日（星期一）全天休市，1月3日（星期二）照常开市。</p><p><b>A股：</b></p><p>2023年1月2日（星期一）全天休市，1月3日（星期二）照常开市。</p><p><b>澳股：</b></p><p>2023年1月2日（星期一）全天休市，1月3日（星期二）照常开市。</p><p><b>新加坡市场：</b></p><p>2023年1月2日（星期一）全天休市，1月3日（星期二）照常开市。</p><p><b>港股通：</b></p><p>2023年1月2日（星期一）不提供服务。</p><p><b>沪股通、深股通：</b></p><p>2023年1月2日（星期一）不提供服务。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ce6ceadd417dfcfb75046457342b2b6d","relate_stocks":{".DJI":"道琼斯","HSI":"恒生指数",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188937769","content_text":"2023年元旦假期来临，美股、港股、A股等市场的交易活动将受到影响。请留意股市休市时间，并提前安排好您的投资计划。元旦假期股市交易安排港股：2023年1月2日（星期一）全天休市，1月3日（星期二）照常开市。美股：2023年1月2日（星期一）全天休市，1月3日（星期二）照常开市。A股：2023年1月2日（星期一）全天休市，1月3日（星期二）照常开市。澳股：2023年1月2日（星期一）全天休市，1月3日（星期二）照常开市。新加坡市场：2023年1月2日（星期一）全天休市，1月3日（星期二）照常开市。港股通：2023年1月2日（星期一）不提供服务。沪股通、深股通：2023年1月2日（星期一）不提供服务。","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927819080,"gmtCreate":1672446395641,"gmtModify":1676538691867,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927819080","repostId":"1103888759","repostType":4,"repost":{"id":"1103888759","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":1672410647,"share":"https://ttm.financial/m/news/1103888759?lang=&edition=fundamental","pubTime":"2022-12-30 22:30","market":"us","language":"zh","title":"开盘 | 美股低开，势创2008年以来最差年度表现","url":"https://stock-news.laohu8.com/highlight/detail?id=1103888759","media":"老虎资讯综合","summary":"道指跌约170点，纳指跌1.02%，标普500指数跌0.71%。","content":"<html><head></head><body><p>12月30日周五，美股2022年最后一个交易日集体低开，道琼斯指数开盘下跌167.90点，跌幅0.51%，报33052.90点；纳斯达克综合指数开盘下跌102.63点，跌幅0.98%，报10375.46点；标普500指数开盘下跌23.18点，跌幅0.60%，报3826.1点。<b>三大股指势将创下2008年以来最差年度表现。</b></p><p><img src=\"https://static.tigerbbs.com/56ef0fc07437d1e66cc2b2d5b60acf14\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>特斯拉延续了强势，盘初涨约0.7%。</b></p><p><img src=\"https://static.tigerbbs.com/05f18e203a9015f8512209cad83f14ee\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>热门中概股多数走低，哔哩哔哩跌约5%，拼多多、阿里巴巴跌约2%。</p><p>在线教育股普遍走低，一起教育科技跌超7%，好未来、新东方跌约4%，网易有道跌超3%，高途跌约2%。</p><p><b>理想汽车逆市涨2%，公司预计12月的交付量将超过20,000辆。</b>同时，小鹏汽车涨超1%，蔚来微跌。</p><p><img src=\"https://static.tigerbbs.com/8b4a3a64d3b001fea0a571d88cb2c444\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>法拉第未来涨超7%，公司宣布改组董事会并重申2023年初生产目标。</b></p><p>充电桩板块逆市走强，Blink Charging涨约3%，EVGO涨2.5%，Chargepoint跟涨1%。</p><p>辉瑞跌0.3%，消息称辉瑞新冠口服药Paxlovid（奈玛特韦片/利托那韦片组合）已在上海部分社区卫生服务中心投入使用，并且可使用医保。</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>开盘 | 美股低开，势创2008年以来最差年度表现</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\">\n开盘 | 美股低开，势创2008年以来最差年度表现\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-12-30 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月30日周五，美股2022年最后一个交易日集体低开，道琼斯指数开盘下跌167.90点，跌幅0.51%，报33052.90点；纳斯达克综合指数开盘下跌102.63点，跌幅0.98%，报10375.46点；标普500指数开盘下跌23.18点，跌幅0.60%，报3826.1点。<b>三大股指势将创下2008年以来最差年度表现。</b></p><p><img src=\"https://static.tigerbbs.com/56ef0fc07437d1e66cc2b2d5b60acf14\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>特斯拉延续了强势，盘初涨约0.7%。</b></p><p><img src=\"https://static.tigerbbs.com/05f18e203a9015f8512209cad83f14ee\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>热门中概股多数走低，哔哩哔哩跌约5%，拼多多、阿里巴巴跌约2%。</p><p>在线教育股普遍走低，一起教育科技跌超7%，好未来、新东方跌约4%，网易有道跌超3%，高途跌约2%。</p><p><b>理想汽车逆市涨2%，公司预计12月的交付量将超过20,000辆。</b>同时，小鹏汽车涨超1%，蔚来微跌。</p><p><img src=\"https://static.tigerbbs.com/8b4a3a64d3b001fea0a571d88cb2c444\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>法拉第未来涨超7%，公司宣布改组董事会并重申2023年初生产目标。</b></p><p>充电桩板块逆市走强，Blink Charging涨约3%，EVGO涨2.5%，Chargepoint跟涨1%。</p><p>辉瑞跌0.3%，消息称辉瑞新冠口服药Paxlovid（奈玛特韦片/利托那韦片组合）已在上海部分社区卫生服务中心投入使用，并且可使用医保。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103888759","content_text":"12月30日周五，美股2022年最后一个交易日集体低开，道琼斯指数开盘下跌167.90点，跌幅0.51%，报33052.90点；纳斯达克综合指数开盘下跌102.63点，跌幅0.98%，报10375.46点；标普500指数开盘下跌23.18点，跌幅0.60%，报3826.1点。三大股指势将创下2008年以来最差年度表现。特斯拉延续了强势，盘初涨约0.7%。热门中概股多数走低，哔哩哔哩跌约5%，拼多多、阿里巴巴跌约2%。在线教育股普遍走低，一起教育科技跌超7%，好未来、新东方跌约4%，网易有道跌超3%，高途跌约2%。理想汽车逆市涨2%，公司预计12月的交付量将超过20,000辆。同时，小鹏汽车涨超1%，蔚来微跌。法拉第未来涨超7%，公司宣布改组董事会并重申2023年初生产目标。充电桩板块逆市走强，Blink Charging涨约3%，EVGO涨2.5%，Chargepoint跟涨1%。辉瑞跌0.3%，消息称辉瑞新冠口服药Paxlovid（奈玛特韦片/利托那韦片组合）已在上海部分社区卫生服务中心投入使用，并且可使用医保。","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144144063,"gmtCreate":1626273201652,"gmtModify":1703756891360,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Starting to buy ??","listText":"Starting to buy ??","text":"Starting to buy ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144144063","repostId":"1140308728","repostType":4,"repost":{"id":"1140308728","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":1626269912,"share":"https://ttm.financial/m/news/1140308728?lang=&edition=fundamental","pubTime":"2021-07-14 21:38","market":"us","language":"en","title":"Alibaba shares rises more than 2% in early trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1140308728","media":"Tiger Newspress","summary":"China's two online giants Alibaba Group Holding Ltd and Tencent Holdings Ltd are gradually considering opening up their services to each other, according to a Wall Street Journal report on Wednesday.It comes days after China's crackdown on a number of technology companies with overseas listings including Didi Chuxing, Tencent and Alibaba.Both Alibaba and Tencent are working on new plans separately to loosen up restrictions including introducing Tencent's WeChat Pay to Alibaba's e-commerce market","content":"<p>Alibaba&nbsp;shares&nbsp;rises&nbsp;more&nbsp;than&nbsp;2%&nbsp;in&nbsp;early&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/feb287cbe7df2e743e9e667abae40ba2\" tg-width=\"1274\" tg-height=\"590\" referrerpolicy=\"no-referrer\">China's two online giants Alibaba Group Holding Ltd&nbsp;and Tencent Holdings Ltd&nbsp;are gradually considering opening up their services to each other, according to a Wall Street Journal report on Wednesday.</p>\n<p>It comes days after China's crackdown on a number of technology companies with overseas listings including Didi Chuxing, Tencent and Alibaba.</p>\n<p>Both Alibaba and Tencent are working on new plans separately to loosen up restrictions including introducing Tencent's WeChat Pay to Alibaba's e-commerce marketplaces, Taobao and Tmall, the WSJ report added, citing people familiar with the matter.</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>Alibaba shares rises more than 2% in early 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\">\nAlibaba shares rises more than 2% in early 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\">2021-07-14 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Alibaba&nbsp;shares&nbsp;rises&nbsp;more&nbsp;than&nbsp;2%&nbsp;in&nbsp;early&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/feb287cbe7df2e743e9e667abae40ba2\" tg-width=\"1274\" tg-height=\"590\" referrerpolicy=\"no-referrer\">China's two online giants Alibaba Group Holding Ltd&nbsp;and Tencent Holdings Ltd&nbsp;are gradually considering opening up their services to each other, according to a Wall Street Journal report on Wednesday.</p>\n<p>It comes days after China's crackdown on a number of technology companies with overseas listings including Didi Chuxing, Tencent and Alibaba.</p>\n<p>Both Alibaba and Tencent are working on new plans separately to loosen up restrictions including introducing Tencent's WeChat Pay to Alibaba's e-commerce marketplaces, Taobao and Tmall, the WSJ report added, citing people familiar with the matter.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140308728","content_text":"Alibaba shares rises more than 2% in early trading.\nChina's two online giants Alibaba Group Holding Ltd and Tencent Holdings Ltd are gradually considering opening up their services to each other, according to a Wall Street Journal report on Wednesday.\nIt comes days after China's crackdown on a number of technology companies with overseas listings including Didi Chuxing, Tencent and Alibaba.\nBoth Alibaba and Tencent are working on new plans separately to loosen up restrictions including introducing Tencent's WeChat Pay to Alibaba's e-commerce marketplaces, Taobao and Tmall, the WSJ report added, citing people familiar with the matter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148576925,"gmtCreate":1625996398867,"gmtModify":1703751778772,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Meme ??","listText":"Meme ??","text":"Meme ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148576925","repostId":"1112201050","repostType":4,"repost":{"id":"1112201050","pubTimestamp":1625966101,"share":"https://ttm.financial/m/news/1112201050?lang=&edition=fundamental","pubTime":"2021-07-11 09:15","market":"us","language":"en","title":"The Meme Stock Trade Is Far From Over. What Investors Need to Know.","url":"https://stock-news.laohu8.com/highlight/detail?id=1112201050","media":"Barrons","summary":"It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the de","content":"<p>It seemed to be only a matter of time.</p>\n<p>When GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking for when they would crash again. Would it be hours, days, or weeks?</p>\n<p>It has now been half a year, and the core “meme stocks” are still trading at levels considered outrageous by people who have studied them for years. New names like&nbsp;Clover Health Investments(CLOV) and&nbsp;Newegg Commerce(NEGG) have recently popped up on message boards, and their stocks have popped, too.</p>\n<p>The collective efforts of millions of retail traders—long derided as “the dumb money”—have successfully held stocks aloft and forced naysayers to capitulate.</p>\n<p>That is true even as the companies they are betting on have shown scant signs of transforming their businesses, or turning profits that might justify their valuations. BlackBerry burned cash in its latest quarter and warned that its key cybersecurity division would hit the low end of its revenue guidance; the stock dipped on the news but has still more than doubled in the past year.</p>\n<p>While trading volume at the big brokers has come down slightly from its February peak, it remains two to three times as high as it was before the pandemic. And a startling amount of that activity is occurring in stocks favored by retail traders. The average daily value of shares traded in&nbsp;AMC Entertainment Holdings(AMC), for example, reached $13.1 billion in June, more than&nbsp;Apple’s(AAPL) $9.5 billion and Amazon.com’s (AMZN) $10.3 billion.</p>\n<p>Even as the coronavirus fades in the U.S., most new traders say they are committed to the hobby they learned during lockdown—58% of day traders in a Betterment survey said they are planning to trade even more in the future, and only 12% plan to trade less. Amateur pandemic bakers have stopped kneading sourdough loaves; traders are only getting hungrier.</p>\n<p>A sustained bear market would spoil such an appetite, as it did when the dot-com bubble burst. For now, dips are reasons to hold or buy.</p>\n<p><img src=\"https://static.tigerbbs.com/25a79e71371c165f9a3a5085931fc487\" tg-width=\"979\" tg-height=\"649\"></p>\n<p>“I’ve seen that the ‘buy the dip’ sentiment hasn’t relented for a moment,” wrote Brandon Luczek, an electronics technician for the U.S. Navy who trades with friends online, in an email to&nbsp;Barron’s.</p>\n<p>The meme stock surge has been propelled by a rise in trading by retail investors. In 2020, online brokers signed clients at a record pace, with more than 10 million people opening new accounts. That record will almost certainly be broken in 2021. Brokers had already added more than 10 million accounts less than halfway into the year, some of the top firms have disclosed.</p>\n<p>Meme stocks are both the cart and the horse of this phenomenon. Their sudden price spikes are driven by new investors, and then that action drives even more new people to invest. Millions of people downloaded investing apps in late January and early February just to be a part of the fun. A recent&nbsp;Charles Schwab(SCHW) survey found that 15% of all current traders began investing after 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/167386c6881a258922ad62caaf7a05f4\" tg-width=\"971\" tg-height=\"644\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8e29e3041b91070252ab9063d1a11fa2\" tg-width=\"975\" tg-height=\"642\"><img src=\"https://static.tigerbbs.com/f9cc1c0bd6368721c0eca87e25719f16\" tg-width=\"964\" tg-height=\"641\"></p>\n<p>The most prominent player in the surge is Robinhood, which said it had added 5.5 million funded accounts in the first quarter alone. But it isn’t alone. Fidelity, for instance, announced that it had attracted 1.6 million new customers under the age of 35 in the first quarter, 223% more than a year before.</p>\n<p>Under pressure from Robinhood’s zero-commission model, all of the major brokers cut commissions to zero in 2019. That opened the floodgates to a new group of customers—one that may not have as much spare cash to trade but is more active and diverse than its predecessors. And the brokers are cashing in. Fidelity is hoping to attract investors before they even have driver’s licenses, allowing children as young as 13 to open trading accounts. Robinhood is riding the momentum to an initial public offering that analysts expect to value it at more than 10 times its revenue.</p>\n<p>These new customers act differently than their older peers. For years, there was a “big gravitation toward ETFs,” says Chris Larkin, head of trading at E*Trade, which is now owned by Morgan Stanley (MS). But picking single stocks is clearly “the big story of 2021.”</p>\n<p>To be sure, equity exchange-traded funds are still doing well, as investors around the world bet on the pandemic recovery and avoid weak bond yields.</p>\n<p>But ETFs don’t light up the message boards like stocks do. Not that it has been a one-way ride for the top names. GameStop did dip in February, and Wall Street enjoyed a moment of schadenfreude. It didn’t last.</p>\n<p>“Like cicadas, meme traders returned in a wild blaze of activity after being seemingly underground for several months,” wrote Steve Sosnick, chief strategist at Interactive Brokers. Sosnick believes that the meme stocks tend to trade inversely to cryptocurrencies, because their fans rotate from one to the other as the momentum shifts.</p>\n<p>“I don’t think it’s strictly a coincidence that meme stocks roared back to life after a significant correction in Bitcoin and other cryptocurrencies,” he wrote.</p>\n<p>Sosnick considers meme stocks a “sector unto themselves,” one that he segregates on his computer monitor away from other stock tickers.</p>\n<p>Indeed, Wall Street’s reaction to the meme stock revolution has been to isolate the parts of the market that the pros deem irrational. Most short sellers won’t touch the stocks, and analysts are dropping coverage.</p>\n<p>But Wall Street can’t swat the retail army away like cicadas, or count on them disappearing for the next 17 years. Stock trading has permanently shifted. This year, retail activity accounts for 24% of equity volume, up from 15% in 2019. Adherents to the new creed are not passive observers willing to let Wall Street manage the markets.</p>\n<p><img src=\"https://static.tigerbbs.com/710e642d3b685b74f8c9dcaf46ef3e0b\" tg-width=\"968\" tg-height=\"643\"></p>\n<p>“What this really reflects is a reversal of the trends that we saw toward less and less engagement with individual companies,” says Joshua Mitts, a professor at Columbia Law School specializing in securities markets. “Technology is bringing the average investor closer to the companies in which he or she invests, and that’s just taking on new and unpredictable forms.”</p>\n<p>The swings you get can definitely make you feel some sort of way.</p>\n<p>— Matt Kohrs, 26, who streams stock analysis daily on YouTube</p>\n<p>It is now changing the lives of those who got in early and are still riding the names higher.</p>\n<p>Take Matt Kohrs, who had invested in AMC Entertainment early. He quit his job as a programmer in New York in February, moved to Philadelphia, and started streaming&nbsp;stock analysis on YouTube&nbsp;for seven hours a day.</p>\n<p>With 350,000 YouTube followers, it’s paying the bills. With his earnings from ads and from the stock, Kohrs says he can pull down roughly the same salary he made before. But he also knows that relying on earnings from stocks like this is nothing like a 9-to-5 job.</p>\n<p>“The swings you get can definitely make you feel some sort of way,” he says.</p>\n<p>Companies are starting to react more aggressively, too. They are either embracing their new owners or paying meme-ologists to understand the emoji-filled language of the new Wall Street so they can ward them off or appease them.</p>\n<p>AMC even canceled a proposed equity raise this past week because the company apparently didn’t like the vibes it was getting from the Reddit crowd. AMC has already quintupled its share count over the past year. CEO Adam Aron tweeted that he had seen “many yes, many no” reactions to his proposal to issue 25 million more shares, so it will be canceled instead of being presented for a vote at AMC’s annual meeting later this month. The company did not respond to a question on how it had polled shareholders.</p>\n<p>Forget the boardroom. Corporate policy is now being determined in the chat room.</p>\n<p>Big investors are spending more time tracking social-media discussions about stocks. Bank of America found in a survey this year that about 25% of institutions had already been tracking social-media sentiment, but that about 40% are interested in using it going forward.</p>\n<p>In the past few months, Bank of America, Morgan Stanley, and J.P. Morgan have all produced reports on how to trade around the retail action, coming to somewhat different conclusions.</p>\n<p>There can be “alpha in the signal,” as Morgan Stanley put it, but it can take some intense number-crunching to get there. Not all message-board chatter leads to sustained price gains, of course, and retail order flow cannot easily be separated from institutional flow without substantial data analysis. For investors with the tools to pinpoint which stocks retail investors are buying and which they are selling, J.P. Morgan suggests going long on the 20% of stocks with the most buying interest and short on the top 20% in selling interest.</p>\n<p>For now, many of the institutions buying data on social-media sentiment appear to be trying to reduce their risks, as opposed to scouting new opportunities, according to Boris Spiwak of alternative data firm Thinknum, which offers products that track social-media sentiment. “They see it as almost like an insurance policy, to limit their downside risks,” he says.</p>\n<p>For retail traders, the method isn’t always scientific. The action is sustained by a community ethos. And the force behind it is as much emotional and moral as financial.</p>\n<p>New investors say they are motivated by a desire to prove themselves and punish the old guard as much as by profits. They learn from one another about the market, sometimes amplifying or debunking conspiracy theories about Wall Street. Some link the meme-stock movement to continued mistrust of big financial institutions stemming from the 2008 financial crisis.</p>\n<p>“Wall Street brought our economy to its knees, and no one ever got in trouble for it,” says the 26-year-old Kohrs. “So, I think they view this as not only can we make money, but we can also make these hedge funds on Wall Street pay.”</p>\n<p>Claire Hirschberg is a 28-year-old union organizer who bought about $50 worth of GameStop stock on Robinhood in January after hearing about it from friends. She liked the idea, but what really got her excited about it was the reaction of her father, a longtime money manager. “He was so mad I had bought GameStop and was refusing to sell,” she says, laughing. “And that just makes me want to hold it forever.”</p>\n<p>Just like old Wall Street has rituals and codes, the new one does, too. A new investment banking employee learns quickly that you don’t wear a Ferragamo tie until after you make associate. You never leave the office until the managing director does, and you don’t complain about the hours. And the bad guys are the regulators and Sen. Elizabeth Warren, and not in that order.</p>\n<p>The new trading desk—the apps that millions of retail traders now use and the message boards where they congregate—have unspoken rules, too. Publicly acknowledging financial losses is a valiant act, evidence of internal fortitude and belief in the group. You don’t take yourself seriously and you don’t police language. You are part of an army of “apes” or “retards.” You hold through the crashes, even if it means you might lose everything. And the bad guys are the short sellers, the market makers, and the Wall Street elites, in that order.</p>\n<p>The group action is not just for moral support. The trading strategy depends on people keeping up the buying pressure to force a short squeeze or to buy bullish options that trigger what’s known as a gamma squeeze.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75d79c78a14cc8f297e17397cc54bdb5\" tg-width=\"1260\" tg-height=\"840\"><span>Keith Gill became the face of the Reddit army of retail traders pushing shares of GameStop higher when he appeared virtually before a House Financial Services Committee hearing in February.</span></p>\n<p>Many short sellers say they won’t touch these stocks anymore. But clearly, others aren’t taking that advice and are giving the meme movement oxygen by repeatedly betting against the stocks. AMC’s short interest was at 17% of the stock’s float in mid-June, down from 28% in January, but not by much.</p>\n<p>As the price rises, the shorts can’t help themselves. They start “drooling, with flames coming out of their ears,” says Michael Pachter, a Wedbush Securities analyst who has covered GameStop for years. “What’s kind of shocked me is the definition of insanity, which is doing the same thing over and over and over again and hoping for a different outcome each time, and the shorts keep coming back,” he says. “And [GameStop bull] Keith Gill and his Reddit raiders keep squeezing them, and it keeps working.”</p>\n<p>To beat the short sellers, the Reddit crowd needs to hold together, but the community has been showing cracks at times. The two meme stocks with the most determined fan bases—GameStop and AMC—still have enormous armies of core believers who do not seem easily swayed. But other names seem to have more-fickle backers. Several stocks caught up in the meme madness have come crashing down to earth.Bed Bath &amp; Beyond(BBBY) spiked twice—in late January and early June—but now trades only slightly above its mid-January levels. People who bought during the upswings have lost money.</p>\n<p>Distrust has spread, and some traders worry that wallstreetbets— the original Reddit message board that inspired the GameStop frenzy—has grown so fast that it has lost its original spirit, and potentially grown vulnerable to manipulation. Some have moved to other message boards, like r/superstonk, in hopes of reclaiming the old community’s flavor.</p>\n<p>Travis Rehl, the founder of social-media tracking company Hype Equity, says that he tries to separate possible manipulators from more organic investor sentiment. Hype Equity is usually hired by public-relations firms representing companies that are being talked about online, he says. Now, he sees a growing trend of stocks that suddenly come up on message boards, receive positive chatter, and then disappear.</p>\n<p>“It’s called into question what is a true discussion versus what is something that somebody just wants to pump,” he says. The moderators of wallstreetbets forbid market manipulation on the platform, and Rehl say they appear to work hard to police misinformation. The moderators did not respond to a request from&nbsp;Barron’s&nbsp;for comment.</p>\n<p>“If you can create enough buzz to get a stock that goes up 10%, 20%, even 50% in a short period of time, there’s a tremendous incentive to do that,” Sosnick says.</p>\n<p>The Securities and Exchange Commission is watching for funny business on the message boards. SEC Chairman Gary Gensler and some members of Congress have discussed changing market rules with the intention of adding transparency protecting retail traders—although changes could also anger the retail crowd if they slow down trading or make it more expensive.</p>\n<p>Regulations aren’t the only thing that could deflate this trend. Dan Egan, vice president of behavioral finance and investing at fintech Betterment, thinks the momentum may run out of steam in September. Even “apes” have responsibilities. “Kids start going back to schools; parents are free to go to work again,” he says. “That’s the next time there’s going to be some oxygen pulled out of the room.”</p>\n<p>Traditional investors may be tempted to write off the entire phenomenon as temporary madness inspired by lockdowns and free government money. But that would be a mistake. If zero-commission brokerages and fun with GameStop broke down barriers for millions of new investors to open accounts, it’s almost certainly a good thing, as long as most people bet with money they don’t need immediately. Many new retail traders say they are teaching themselves how to trade, and have begun to diversify their holdings.</p>\n<p>In one form or another, this is the future client base of Wall Street.</p>\n<p>Arizona State University professor Hendrik Bessembinder published groundbreaking&nbsp;research&nbsp;in 2018 that found that “a randomly selected stock in a randomly selected month is more likely to lose money than make money.” In short, picking single stocks and holding a concentrated portfolio tends to be a losing strategy.</p>\n<p>Even so, he’s encouraged by the new wave of trading. “I welcome the increase in retail trading, the idea of the stock market being a place with wide participation,” Bessembinder says. “Economists can’t tell people they shouldn’t get some fun.”</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Meme Stock Trade Is Far From Over. What Investors Need to Know.</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\">\nThe Meme Stock Trade Is Far From Over. What Investors Need to Know.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 09:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRIN":"Marin Software Inc.","WKHS":"Workhorse Group, Inc.","AMC":"AMC院线","CLOV":"Clover Health Corp","GME":"游戏驿站","BBBY":"3B家居","NEGG":"Newegg Comm Inc.","CARV":"卡弗储蓄","SCHW":"嘉信理财","BB":"黑莓"},"source_url":"https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112201050","content_text":"It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking for when they would crash again. Would it be hours, days, or weeks?\nIt has now been half a year, and the core “meme stocks” are still trading at levels considered outrageous by people who have studied them for years. New names like Clover Health Investments(CLOV) and Newegg Commerce(NEGG) have recently popped up on message boards, and their stocks have popped, too.\nThe collective efforts of millions of retail traders—long derided as “the dumb money”—have successfully held stocks aloft and forced naysayers to capitulate.\nThat is true even as the companies they are betting on have shown scant signs of transforming their businesses, or turning profits that might justify their valuations. BlackBerry burned cash in its latest quarter and warned that its key cybersecurity division would hit the low end of its revenue guidance; the stock dipped on the news but has still more than doubled in the past year.\nWhile trading volume at the big brokers has come down slightly from its February peak, it remains two to three times as high as it was before the pandemic. And a startling amount of that activity is occurring in stocks favored by retail traders. The average daily value of shares traded in AMC Entertainment Holdings(AMC), for example, reached $13.1 billion in June, more than Apple’s(AAPL) $9.5 billion and Amazon.com’s (AMZN) $10.3 billion.\nEven as the coronavirus fades in the U.S., most new traders say they are committed to the hobby they learned during lockdown—58% of day traders in a Betterment survey said they are planning to trade even more in the future, and only 12% plan to trade less. Amateur pandemic bakers have stopped kneading sourdough loaves; traders are only getting hungrier.\nA sustained bear market would spoil such an appetite, as it did when the dot-com bubble burst. For now, dips are reasons to hold or buy.\n\n“I’ve seen that the ‘buy the dip’ sentiment hasn’t relented for a moment,” wrote Brandon Luczek, an electronics technician for the U.S. Navy who trades with friends online, in an email to Barron’s.\nThe meme stock surge has been propelled by a rise in trading by retail investors. In 2020, online brokers signed clients at a record pace, with more than 10 million people opening new accounts. That record will almost certainly be broken in 2021. Brokers had already added more than 10 million accounts less than halfway into the year, some of the top firms have disclosed.\nMeme stocks are both the cart and the horse of this phenomenon. Their sudden price spikes are driven by new investors, and then that action drives even more new people to invest. Millions of people downloaded investing apps in late January and early February just to be a part of the fun. A recent Charles Schwab(SCHW) survey found that 15% of all current traders began investing after 2020.\n\nThe most prominent player in the surge is Robinhood, which said it had added 5.5 million funded accounts in the first quarter alone. But it isn’t alone. Fidelity, for instance, announced that it had attracted 1.6 million new customers under the age of 35 in the first quarter, 223% more than a year before.\nUnder pressure from Robinhood’s zero-commission model, all of the major brokers cut commissions to zero in 2019. That opened the floodgates to a new group of customers—one that may not have as much spare cash to trade but is more active and diverse than its predecessors. And the brokers are cashing in. Fidelity is hoping to attract investors before they even have driver’s licenses, allowing children as young as 13 to open trading accounts. Robinhood is riding the momentum to an initial public offering that analysts expect to value it at more than 10 times its revenue.\nThese new customers act differently than their older peers. For years, there was a “big gravitation toward ETFs,” says Chris Larkin, head of trading at E*Trade, which is now owned by Morgan Stanley (MS). But picking single stocks is clearly “the big story of 2021.”\nTo be sure, equity exchange-traded funds are still doing well, as investors around the world bet on the pandemic recovery and avoid weak bond yields.\nBut ETFs don’t light up the message boards like stocks do. Not that it has been a one-way ride for the top names. GameStop did dip in February, and Wall Street enjoyed a moment of schadenfreude. It didn’t last.\n“Like cicadas, meme traders returned in a wild blaze of activity after being seemingly underground for several months,” wrote Steve Sosnick, chief strategist at Interactive Brokers. Sosnick believes that the meme stocks tend to trade inversely to cryptocurrencies, because their fans rotate from one to the other as the momentum shifts.\n“I don’t think it’s strictly a coincidence that meme stocks roared back to life after a significant correction in Bitcoin and other cryptocurrencies,” he wrote.\nSosnick considers meme stocks a “sector unto themselves,” one that he segregates on his computer monitor away from other stock tickers.\nIndeed, Wall Street’s reaction to the meme stock revolution has been to isolate the parts of the market that the pros deem irrational. Most short sellers won’t touch the stocks, and analysts are dropping coverage.\nBut Wall Street can’t swat the retail army away like cicadas, or count on them disappearing for the next 17 years. Stock trading has permanently shifted. This year, retail activity accounts for 24% of equity volume, up from 15% in 2019. Adherents to the new creed are not passive observers willing to let Wall Street manage the markets.\n\n“What this really reflects is a reversal of the trends that we saw toward less and less engagement with individual companies,” says Joshua Mitts, a professor at Columbia Law School specializing in securities markets. “Technology is bringing the average investor closer to the companies in which he or she invests, and that’s just taking on new and unpredictable forms.”\nThe swings you get can definitely make you feel some sort of way.\n— Matt Kohrs, 26, who streams stock analysis daily on YouTube\nIt is now changing the lives of those who got in early and are still riding the names higher.\nTake Matt Kohrs, who had invested in AMC Entertainment early. He quit his job as a programmer in New York in February, moved to Philadelphia, and started streaming stock analysis on YouTube for seven hours a day.\nWith 350,000 YouTube followers, it’s paying the bills. With his earnings from ads and from the stock, Kohrs says he can pull down roughly the same salary he made before. But he also knows that relying on earnings from stocks like this is nothing like a 9-to-5 job.\n“The swings you get can definitely make you feel some sort of way,” he says.\nCompanies are starting to react more aggressively, too. They are either embracing their new owners or paying meme-ologists to understand the emoji-filled language of the new Wall Street so they can ward them off or appease them.\nAMC even canceled a proposed equity raise this past week because the company apparently didn’t like the vibes it was getting from the Reddit crowd. AMC has already quintupled its share count over the past year. CEO Adam Aron tweeted that he had seen “many yes, many no” reactions to his proposal to issue 25 million more shares, so it will be canceled instead of being presented for a vote at AMC’s annual meeting later this month. The company did not respond to a question on how it had polled shareholders.\nForget the boardroom. Corporate policy is now being determined in the chat room.\nBig investors are spending more time tracking social-media discussions about stocks. Bank of America found in a survey this year that about 25% of institutions had already been tracking social-media sentiment, but that about 40% are interested in using it going forward.\nIn the past few months, Bank of America, Morgan Stanley, and J.P. Morgan have all produced reports on how to trade around the retail action, coming to somewhat different conclusions.\nThere can be “alpha in the signal,” as Morgan Stanley put it, but it can take some intense number-crunching to get there. Not all message-board chatter leads to sustained price gains, of course, and retail order flow cannot easily be separated from institutional flow without substantial data analysis. For investors with the tools to pinpoint which stocks retail investors are buying and which they are selling, J.P. Morgan suggests going long on the 20% of stocks with the most buying interest and short on the top 20% in selling interest.\nFor now, many of the institutions buying data on social-media sentiment appear to be trying to reduce their risks, as opposed to scouting new opportunities, according to Boris Spiwak of alternative data firm Thinknum, which offers products that track social-media sentiment. “They see it as almost like an insurance policy, to limit their downside risks,” he says.\nFor retail traders, the method isn’t always scientific. The action is sustained by a community ethos. And the force behind it is as much emotional and moral as financial.\nNew investors say they are motivated by a desire to prove themselves and punish the old guard as much as by profits. They learn from one another about the market, sometimes amplifying or debunking conspiracy theories about Wall Street. Some link the meme-stock movement to continued mistrust of big financial institutions stemming from the 2008 financial crisis.\n“Wall Street brought our economy to its knees, and no one ever got in trouble for it,” says the 26-year-old Kohrs. “So, I think they view this as not only can we make money, but we can also make these hedge funds on Wall Street pay.”\nClaire Hirschberg is a 28-year-old union organizer who bought about $50 worth of GameStop stock on Robinhood in January after hearing about it from friends. She liked the idea, but what really got her excited about it was the reaction of her father, a longtime money manager. “He was so mad I had bought GameStop and was refusing to sell,” she says, laughing. “And that just makes me want to hold it forever.”\nJust like old Wall Street has rituals and codes, the new one does, too. A new investment banking employee learns quickly that you don’t wear a Ferragamo tie until after you make associate. You never leave the office until the managing director does, and you don’t complain about the hours. And the bad guys are the regulators and Sen. Elizabeth Warren, and not in that order.\nThe new trading desk—the apps that millions of retail traders now use and the message boards where they congregate—have unspoken rules, too. Publicly acknowledging financial losses is a valiant act, evidence of internal fortitude and belief in the group. You don’t take yourself seriously and you don’t police language. You are part of an army of “apes” or “retards.” You hold through the crashes, even if it means you might lose everything. And the bad guys are the short sellers, the market makers, and the Wall Street elites, in that order.\nThe group action is not just for moral support. The trading strategy depends on people keeping up the buying pressure to force a short squeeze or to buy bullish options that trigger what’s known as a gamma squeeze.\nKeith Gill became the face of the Reddit army of retail traders pushing shares of GameStop higher when he appeared virtually before a House Financial Services Committee hearing in February.\nMany short sellers say they won’t touch these stocks anymore. But clearly, others aren’t taking that advice and are giving the meme movement oxygen by repeatedly betting against the stocks. AMC’s short interest was at 17% of the stock’s float in mid-June, down from 28% in January, but not by much.\nAs the price rises, the shorts can’t help themselves. They start “drooling, with flames coming out of their ears,” says Michael Pachter, a Wedbush Securities analyst who has covered GameStop for years. “What’s kind of shocked me is the definition of insanity, which is doing the same thing over and over and over again and hoping for a different outcome each time, and the shorts keep coming back,” he says. “And [GameStop bull] Keith Gill and his Reddit raiders keep squeezing them, and it keeps working.”\nTo beat the short sellers, the Reddit crowd needs to hold together, but the community has been showing cracks at times. The two meme stocks with the most determined fan bases—GameStop and AMC—still have enormous armies of core believers who do not seem easily swayed. But other names seem to have more-fickle backers. Several stocks caught up in the meme madness have come crashing down to earth.Bed Bath & Beyond(BBBY) spiked twice—in late January and early June—but now trades only slightly above its mid-January levels. People who bought during the upswings have lost money.\nDistrust has spread, and some traders worry that wallstreetbets— the original Reddit message board that inspired the GameStop frenzy—has grown so fast that it has lost its original spirit, and potentially grown vulnerable to manipulation. Some have moved to other message boards, like r/superstonk, in hopes of reclaiming the old community’s flavor.\nTravis Rehl, the founder of social-media tracking company Hype Equity, says that he tries to separate possible manipulators from more organic investor sentiment. Hype Equity is usually hired by public-relations firms representing companies that are being talked about online, he says. Now, he sees a growing trend of stocks that suddenly come up on message boards, receive positive chatter, and then disappear.\n“It’s called into question what is a true discussion versus what is something that somebody just wants to pump,” he says. The moderators of wallstreetbets forbid market manipulation on the platform, and Rehl say they appear to work hard to police misinformation. The moderators did not respond to a request from Barron’s for comment.\n“If you can create enough buzz to get a stock that goes up 10%, 20%, even 50% in a short period of time, there’s a tremendous incentive to do that,” Sosnick says.\nThe Securities and Exchange Commission is watching for funny business on the message boards. SEC Chairman Gary Gensler and some members of Congress have discussed changing market rules with the intention of adding transparency protecting retail traders—although changes could also anger the retail crowd if they slow down trading or make it more expensive.\nRegulations aren’t the only thing that could deflate this trend. Dan Egan, vice president of behavioral finance and investing at fintech Betterment, thinks the momentum may run out of steam in September. Even “apes” have responsibilities. “Kids start going back to schools; parents are free to go to work again,” he says. “That’s the next time there’s going to be some oxygen pulled out of the room.”\nTraditional investors may be tempted to write off the entire phenomenon as temporary madness inspired by lockdowns and free government money. But that would be a mistake. If zero-commission brokerages and fun with GameStop broke down barriers for millions of new investors to open accounts, it’s almost certainly a good thing, as long as most people bet with money they don’t need immediately. Many new retail traders say they are teaching themselves how to trade, and have begun to diversify their holdings.\nIn one form or another, this is the future client base of Wall Street.\nArizona State University professor Hendrik Bessembinder published groundbreaking research in 2018 that found that “a randomly selected stock in a randomly selected month is more likely to lose money than make money.” In short, picking single stocks and holding a concentrated portfolio tends to be a losing strategy.\nEven so, he’s encouraged by the new wave of trading. “I welcome the increase in retail trading, the idea of the stock market being a place with wide participation,” Bessembinder says. “Economists can’t tell people they shouldn’t get some fun.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148578054,"gmtCreate":1625996198978,"gmtModify":1703751776673,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Good for long term ??","listText":"Good for long term ??","text":"Good for long term ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148578054","repostId":"2150306047","repostType":4,"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168080203,"gmtCreate":1623943781902,"gmtModify":1703824281991,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"? up to moon!","listText":"? up to moon!","text":"? up to moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/168080203","repostId":"1148768572","repostType":2,"repost":{"id":"1148768572","pubTimestamp":1623822306,"share":"https://ttm.financial/m/news/1148768572?lang=&edition=fundamental","pubTime":"2021-06-16 13:45","market":"us","language":"en","title":"Wish Stock: Patient Investors Could Soon See $20 Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1148768572","media":"seekingalpha","summary":"Summary\n\nWish (ContextLogic) remains one of the most underappreciated assets within e-commerce tradi","content":"<p><b>Summary</b></p>\n<ul>\n <li>Wish (ContextLogic) remains one of the most underappreciated assets within e-commerce trading at just 1.3x forward EV to Sales.</li>\n <li>Wish's latest partnership with PrestaShop will further accelerate international expansion and growth initiatives.</li>\n <li>While accurate data regarding its short interest is difficult to find as most of its float is still locked up, I estimate a short interest between 30-40%.</li>\n <li>I believe bear arguments including high marketing spend and stalling user numbers are already baked in the current share price.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/983667978a1675a8b256d7b0478a876c\" tg-width=\"1536\" tg-height=\"934\" referrerpolicy=\"no-referrer\"><span>JuSun/iStock via Getty Images</span></p>\n<p><b>Overview</b></p>\n<p>ContextLogic (WISH) has been a wild ride for shareholders, as high volatility continues to cause significant price movements in recent weeks. The e-commerce platform initially went public in December at $20 per share before surging to an all-time high of $32 in February due to a momentum-driven rally. That said, shares have steadily plunged ever since, hitting an all-time low of just $7 in June, but are now recovering swiftly after increased interest from the retail trading sector. Here, the stock is favored due to its high volatility, short interest, and enormous upside potential.</p>\n<p>In this context, I believe that the high short interest has increasingly pushed shares below fair value and that patient investors could soon see $20 or more again as the company is working through logistic challenges and will soon return to economies of scale. In this regard, the e-commerce platform has a unique value proposition and is well-positioned to gain market share in a $6 trillion e-commerce industry.</p>\n<p><b>The Digital Dollar Tree</b></p>\n<p>Wish has been criticized heavily as an e-commerce platform, and I would almost argue that its image of being a third-party 'dropshipping' site for Chinese merchants has kept investors away from the stock so far. However, this may only be partially true. Essentially, Wish has inverted Amazon's(NASDAQ:AMZN)business model through low-priced (low-quality) products and sluggish delivery times that may lead to week-long delivery times. This is because Wish does not handle shipping itself, which is why it can offer these ultra-low prices of offering a hoodie for $2 plus $2 shipping.</p>\n<p>Frankly, Wish is still dependent on Chinese merchants, accounting for most of its product catalogs. This is unsurprising, considering that most goods are produced in China as the production costs are among the lowest in the world. Most of the goods being sold on Amazon or eBay(NASDAQ:EBAY)were also produced in China, although they earn a higher perception due to one-day delivery shipping programs or higher prices.</p>\n<p><img src=\"https://static.tigerbbs.com/2bea733440e86851af57559c6a5fd6bd\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p>\n<p>Now, I view Wish as the digital dollar tree, where online shoppers discover items that they want, not need. In the process, customers have more patience for products and are willing to wait longer for them to arrive. Wish is working towards addressing both of these issues (quality and merchant diversification) as its platform is gaining popularity. Here, it has been investing in logistics to offer quicker delivery, demonstrated by a 275% YoY increase in logistics revenue. Since these revenues provide low margins, its overall gross margins have decreased in accordance. However, once it achieves economies of scale in the segment, margin growth should reverse and trail back towards 70%.</p>\n<p>It is also addressing the second issue by continuously growing its international merchant base. Here, U.S. merchants increased by over 400% YoY, and a similar trend is to be seen in other countries. Moreover, it is growing Wish Local, a service connecting local businesses to the platform, accounting for 7% of all Wish orders. Wish local is mostly (or exclusively) available in the United States and thus increasingly mixes with other products on the website.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09eb88453d075db6b7b8edd21f981b4a\" tg-width=\"640\" tg-height=\"381\"><span>Source: Sensor Tower</span></p>\n<p>I also like Wish's strategy to engage and retain users by utilizing an AI matching system that optimizes platform growth, user experience, and merchant return on investment. The strategy to create an interactive mobile shopping experience appears to be working well: Impressively, Wish gets over500,000reviews per day from users, surpassing even Amazon and other shopping sites in this regard, demonstrating just about how engaging the platform is. Around 80% of first-time shoppersreturnto buy again.</p>\n<p>Wish is, therefore, able to establish itself in the highly competitive E-commerce market that offers a tremendous runway for growth. Currently, around 40% of the E-commerce market share is owned just by Amazon. Compared to Amazon, its TAM may be limited as it concentrates on its lower-income niche, which is how it became popular in the first place. Still, this represents a +$3 trillion market opportunity for Wish to tap into. It is also worth noting that according toreports, Amazon tried to acquire Wish for $10 billion, yet Wish rejected, believing growing the business to $100 billion in annual sales, at which point it would be valued significantly higher.</p>\n<p><b>Negative Sentiment Baked In</b></p>\n<p>Wish's first two quarters have been slightly disappointing. While the company handily beat revenue estimates, the company burned through over $300 million in cash in order to invest in logistics. More importantly, however, is the fact that MAUs have dropped steadily, which the company blames on de-de-emphasizing advertising and customer acquisition as the company worked through logistics challenges it faced earlier in the year.</p>\n<table>\n <tbody>\n  <tr>\n   <td>Year</td>\n   <td>2020</td>\n   <td>2019</td>\n   <td>2018</td>\n  </tr>\n  <tr>\n   <td>Revenue</td>\n   <td>$2.54B</td>\n   <td>$1.9B</td>\n   <td>$1.73B</td>\n  </tr>\n  <tr>\n   <td>Gross Profit</td>\n   <td>$1.59B</td>\n   <td>$1.46B</td>\n   <td>$1.45B</td>\n  </tr>\n  <tr>\n   <td><b>Sales and Marketing</b></td>\n   <td><b>$1.71B (+17%)</b></td>\n   <td><b>$1.46B (-7%)</b></td>\n   <td><b>$1.57B</b></td>\n  </tr>\n  <tr>\n   <td>MAUs</td>\n   <td>107M (+19%)</td>\n   <td><p>90M (+10%)</p></td>\n   <td>82M</td>\n  </tr>\n  <tr>\n   <td><b>Active Buyers</b></td>\n   <td><b>64M (+3%)</b></td>\n   <td><b>62M (-3%)</b></td>\n   <td><b>64M</b></td>\n  </tr>\n </tbody>\n</table>\n<p>*Growth (Year-over-Year)</p>\n<p>The largest bear argument against Wish is its high marketing expenses, which account for 60% of its total revenues and over 100% of its gross profits. This is totally fine unless it grows its active buyers through marketing, which unfortunately has not been the case. This is a red flag and questions the long-term sustainability of Wish's business model. However, the company has been close to being cash flow positive, and it stated it already would be profitable if it weren't for its extensive marketing expense. That said, as long as Wish acquires new MAUs and increases value through logistic services, its marketing expenses pay off in the long run. Moreover, as a percentage of total revenues, Wish's marketing expenses have dropped to 60%, down from 67% in the year prior.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e18c23728274ee708d896923820b282\" tg-width=\"635\" tg-height=\"278\"><span>Source: Wish IR</span></p>\n<p>In terms of the outlook, this is what the company is essentially stressing. It believes marketing expenses can decrease to 40-45%, leading to EBITDA margins of 25% at the midpoint range. If it achieves these ambitious goals (which is very well possible), its profitability margins would be similar to those of eBay or MercadoLibre(NASDAQ:MELI). In either way, Wish's business model is not perfect, but all these concerns are more than baked in its current valuation, IMO (In My Opinion).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54029f94c37f301d26e93a11636280e7\" tg-width=\"635\" tg-height=\"470\"><span>Data byYCharts</span></p>\n<p>Even after the latest +50% rise, shares are still trailing far behind peers such as Poshmark(NASDAQ:POSH), eBay, Amazon, and (Shopify(NYSE:SHOP)). At over $3 billion estimated revenues, Wish is trading at just 1.8x Price to Sales, just half of eBay's current valuation and much lower than Poshmark. Current estimates are calling for over $6 billion in revenues by 2025 and $1 billion in free cash flow, meaning that Wish trades at just 7x free cash flow estimates, or 1 times sales. In early 2021, its P/S ratio stood closer to 5x, so there is potential for a valuation expansion.</p>\n<p><b>What about the Lawsuits?</b></p>\n<p>Perhaps you've seen the news (especially on Yahoo Finance) regarding the class actionlawsuits. These lawsuits are extensively posted to remind investors of recovering incurred losses after its share price dropped in recent months. Such lawsuits are not unusual when stocks drop sharply in a short period of time and are likely of no concern to investors. These lawsuits have also included companies such asCloverHealth(NASDAQ:CLOV), Skillz(NYSE:SKLZ), Array Technologies(NASDAQ:ARRY), etc.</p>\n<p>Short Interest - Still High</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/875b3fdaf74f1ef639b51d77a3aac01f\" tg-width=\"640\" tg-height=\"360\"><span>Source: Fintel</span></p>\n<p>Wish has gained significant attraction from retail investors, as investors were looking for the next big short squeeze. Since most of Wish's shares have still been locked up, its exact short ratio was difficult to estimate. According to Seeking Alpha, the current short ratio stands at just 7%, but the figure is likely higher. Last week, its short interest as a percent of its equity float stood at roughly 48%, according to Bloomberg Terminal data. Other sources such as Fintel pin the current short volume at 20-30%. Now, it's difficult to give an exact estimate, but generally speaking, it's probably somewhere within this range, and many short calls are still to be covered. In the long term, the high-short interest could be an advantage, leading to a quicker acceleration if the stock begins trending upwards.</p>\n<p><b>The Bottom Line</b></p>\n<p>I believe that Wish remains one of the most underappreciated assets within e-commerce, boasting over 100 million monthly users on its platform and connecting thousands of merchants from all over the world. The mobile shopping app continues to be one of the top downloaded shopping apps in the space and has a unique value proposition, which is smarter than it appears at first sight. Moreover, its latestpartnershipwith PrestaShop will give over 300,000 merchants free access to a direct integration that connects them directly to Wish's merchant dashboard, further driving growth. While there are risks to Wish's imperfect business model, such as lagging profitability, patient investors could be rewarded mightily.</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>Wish Stock: Patient Investors Could Soon See $20 Again</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\">\nWish Stock: Patient Investors Could Soon See $20 Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 13:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434950-wish-stock-patient-investors-could-soon-see-20-again><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWish (ContextLogic) remains one of the most underappreciated assets within e-commerce trading at just 1.3x forward EV to Sales.\nWish's latest partnership with PrestaShop will further ...</p>\n\n<a href=\"https://seekingalpha.com/article/4434950-wish-stock-patient-investors-could-soon-see-20-again\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4434950-wish-stock-patient-investors-could-soon-see-20-again","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148768572","content_text":"Summary\n\nWish (ContextLogic) remains one of the most underappreciated assets within e-commerce trading at just 1.3x forward EV to Sales.\nWish's latest partnership with PrestaShop will further accelerate international expansion and growth initiatives.\nWhile accurate data regarding its short interest is difficult to find as most of its float is still locked up, I estimate a short interest between 30-40%.\nI believe bear arguments including high marketing spend and stalling user numbers are already baked in the current share price.\n\nJuSun/iStock via Getty Images\nOverview\nContextLogic (WISH) has been a wild ride for shareholders, as high volatility continues to cause significant price movements in recent weeks. The e-commerce platform initially went public in December at $20 per share before surging to an all-time high of $32 in February due to a momentum-driven rally. That said, shares have steadily plunged ever since, hitting an all-time low of just $7 in June, but are now recovering swiftly after increased interest from the retail trading sector. Here, the stock is favored due to its high volatility, short interest, and enormous upside potential.\nIn this context, I believe that the high short interest has increasingly pushed shares below fair value and that patient investors could soon see $20 or more again as the company is working through logistic challenges and will soon return to economies of scale. In this regard, the e-commerce platform has a unique value proposition and is well-positioned to gain market share in a $6 trillion e-commerce industry.\nThe Digital Dollar Tree\nWish has been criticized heavily as an e-commerce platform, and I would almost argue that its image of being a third-party 'dropshipping' site for Chinese merchants has kept investors away from the stock so far. However, this may only be partially true. Essentially, Wish has inverted Amazon's(NASDAQ:AMZN)business model through low-priced (low-quality) products and sluggish delivery times that may lead to week-long delivery times. This is because Wish does not handle shipping itself, which is why it can offer these ultra-low prices of offering a hoodie for $2 plus $2 shipping.\nFrankly, Wish is still dependent on Chinese merchants, accounting for most of its product catalogs. This is unsurprising, considering that most goods are produced in China as the production costs are among the lowest in the world. Most of the goods being sold on Amazon or eBay(NASDAQ:EBAY)were also produced in China, although they earn a higher perception due to one-day delivery shipping programs or higher prices.\n\nNow, I view Wish as the digital dollar tree, where online shoppers discover items that they want, not need. In the process, customers have more patience for products and are willing to wait longer for them to arrive. Wish is working towards addressing both of these issues (quality and merchant diversification) as its platform is gaining popularity. Here, it has been investing in logistics to offer quicker delivery, demonstrated by a 275% YoY increase in logistics revenue. Since these revenues provide low margins, its overall gross margins have decreased in accordance. However, once it achieves economies of scale in the segment, margin growth should reverse and trail back towards 70%.\nIt is also addressing the second issue by continuously growing its international merchant base. Here, U.S. merchants increased by over 400% YoY, and a similar trend is to be seen in other countries. Moreover, it is growing Wish Local, a service connecting local businesses to the platform, accounting for 7% of all Wish orders. Wish local is mostly (or exclusively) available in the United States and thus increasingly mixes with other products on the website.\nSource: Sensor Tower\nI also like Wish's strategy to engage and retain users by utilizing an AI matching system that optimizes platform growth, user experience, and merchant return on investment. The strategy to create an interactive mobile shopping experience appears to be working well: Impressively, Wish gets over500,000reviews per day from users, surpassing even Amazon and other shopping sites in this regard, demonstrating just about how engaging the platform is. Around 80% of first-time shoppersreturnto buy again.\nWish is, therefore, able to establish itself in the highly competitive E-commerce market that offers a tremendous runway for growth. Currently, around 40% of the E-commerce market share is owned just by Amazon. Compared to Amazon, its TAM may be limited as it concentrates on its lower-income niche, which is how it became popular in the first place. Still, this represents a +$3 trillion market opportunity for Wish to tap into. It is also worth noting that according toreports, Amazon tried to acquire Wish for $10 billion, yet Wish rejected, believing growing the business to $100 billion in annual sales, at which point it would be valued significantly higher.\nNegative Sentiment Baked In\nWish's first two quarters have been slightly disappointing. While the company handily beat revenue estimates, the company burned through over $300 million in cash in order to invest in logistics. More importantly, however, is the fact that MAUs have dropped steadily, which the company blames on de-de-emphasizing advertising and customer acquisition as the company worked through logistics challenges it faced earlier in the year.\n\n\n\nYear\n2020\n2019\n2018\n\n\nRevenue\n$2.54B\n$1.9B\n$1.73B\n\n\nGross Profit\n$1.59B\n$1.46B\n$1.45B\n\n\nSales and Marketing\n$1.71B (+17%)\n$1.46B (-7%)\n$1.57B\n\n\nMAUs\n107M (+19%)\n90M (+10%)\n82M\n\n\nActive Buyers\n64M (+3%)\n62M (-3%)\n64M\n\n\n\n*Growth (Year-over-Year)\nThe largest bear argument against Wish is its high marketing expenses, which account for 60% of its total revenues and over 100% of its gross profits. This is totally fine unless it grows its active buyers through marketing, which unfortunately has not been the case. This is a red flag and questions the long-term sustainability of Wish's business model. However, the company has been close to being cash flow positive, and it stated it already would be profitable if it weren't for its extensive marketing expense. That said, as long as Wish acquires new MAUs and increases value through logistic services, its marketing expenses pay off in the long run. Moreover, as a percentage of total revenues, Wish's marketing expenses have dropped to 60%, down from 67% in the year prior.\nSource: Wish IR\nIn terms of the outlook, this is what the company is essentially stressing. It believes marketing expenses can decrease to 40-45%, leading to EBITDA margins of 25% at the midpoint range. If it achieves these ambitious goals (which is very well possible), its profitability margins would be similar to those of eBay or MercadoLibre(NASDAQ:MELI). In either way, Wish's business model is not perfect, but all these concerns are more than baked in its current valuation, IMO (In My Opinion).\nData byYCharts\nEven after the latest +50% rise, shares are still trailing far behind peers such as Poshmark(NASDAQ:POSH), eBay, Amazon, and (Shopify(NYSE:SHOP)). At over $3 billion estimated revenues, Wish is trading at just 1.8x Price to Sales, just half of eBay's current valuation and much lower than Poshmark. Current estimates are calling for over $6 billion in revenues by 2025 and $1 billion in free cash flow, meaning that Wish trades at just 7x free cash flow estimates, or 1 times sales. In early 2021, its P/S ratio stood closer to 5x, so there is potential for a valuation expansion.\nWhat about the Lawsuits?\nPerhaps you've seen the news (especially on Yahoo Finance) regarding the class actionlawsuits. These lawsuits are extensively posted to remind investors of recovering incurred losses after its share price dropped in recent months. Such lawsuits are not unusual when stocks drop sharply in a short period of time and are likely of no concern to investors. These lawsuits have also included companies such asCloverHealth(NASDAQ:CLOV), Skillz(NYSE:SKLZ), Array Technologies(NASDAQ:ARRY), etc.\nShort Interest - Still High\nSource: Fintel\nWish has gained significant attraction from retail investors, as investors were looking for the next big short squeeze. Since most of Wish's shares have still been locked up, its exact short ratio was difficult to estimate. According to Seeking Alpha, the current short ratio stands at just 7%, but the figure is likely higher. Last week, its short interest as a percent of its equity float stood at roughly 48%, according to Bloomberg Terminal data. Other sources such as Fintel pin the current short volume at 20-30%. Now, it's difficult to give an exact estimate, but generally speaking, it's probably somewhere within this range, and many short calls are still to be covered. In the long term, the high-short interest could be an advantage, leading to a quicker acceleration if the stock begins trending upwards.\nThe Bottom Line\nI believe that Wish remains one of the most underappreciated assets within e-commerce, boasting over 100 million monthly users on its platform and connecting thousands of merchants from all over the world. The mobile shopping app continues to be one of the top downloaded shopping apps in the space and has a unique value proposition, which is smarter than it appears at first sight. Moreover, its latestpartnershipwith PrestaShop will give over 300,000 merchants free access to a direct integration that connects them directly to Wish's merchant dashboard, further driving growth. While there are risks to Wish's imperfect business model, such as lagging profitability, patient investors could be rewarded mightily.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949671984,"gmtCreate":1678666000248,"gmtModify":1678666004485,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949671984","repostId":"2318778137","repostType":2,"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077710414,"gmtCreate":1658578877438,"gmtModify":1676536178774,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077710414","repostId":"1112398864","repostType":4,"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802904074,"gmtCreate":1627703779498,"gmtModify":1703494999142,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802904074","repostId":"2155688721","repostType":4,"repost":{"id":"2155688721","pubTimestamp":1627701182,"share":"https://ttm.financial/m/news/2155688721?lang=&edition=fundamental","pubTime":"2021-07-31 11:13","market":"us","language":"zh","title":"百度放不下游戏","url":"https://stock-news.laohu8.com/highlight/detail?id=2155688721","media":"镜像娱乐","summary":"百度再一次“杀”回了游戏市场。\n7月28日，百度游戏品牌发布会正式召开，现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return","content":"<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>再一次“杀”回了游戏市场。</p>\n<p>7月28日，百度游戏品牌发布会正式召开，现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return》《Garden》等14款休闲游戏，以及《武庚纪》《梦想<a href=\"https://laohu8.com/S/000997\">新大陆</a>》等9款重度游戏。可以看出，百度游戏未来将着力于休闲+重度游戏两条赛道，尝试跳出以发行为主的模式，转而以发行、自研并重，同时探索国际市场。</p>\n<p><img src=\"https://static.tigerbbs.com/03a57d99cd21d4a4e96e39ef0a7df836\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>从战略到产品，百度游戏此举可以视作其重返赛场的一个重要举动。作为一个拥有巨大流量池的互联网巨头，百度做游戏其实一直被业内看好。然而，直到2017年百度剥离游戏业务时，平台也没有找到适合自己的发展模式。</p>\n<p>而今，游戏行业风云变幻，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>分走大块蛋糕，阿里、字节跳动、B站等头部势力加码，海外市场竞争愈演愈烈，游戏行业新势力更是如雨后春笋……选择此时返场的百度游戏，也让当下的竞争环境变得更加复杂。</p>\n<h3><b>流量变现的重头戏</b></h3>\n<p>发布会上，百度游戏总经理徐建将未来的发展方向归纳为两点：一点是做服务，即基于自身流量生态和产品矩阵，为游戏厂商提供发行服务；另一点则在于做产品，或与行业伙伴合作、或自主研发，推出具备竞争力的游戏产品。</p>\n<p>从这两点来看，百度游戏此次返场，步子相对稳健，布局方向都建立在自身优势上。</p>\n<p>其一，游戏一直都是流量变现的重头戏，而百度是一个拥有10亿用户的流量生态，仅在百度APP，月活便超过5.4亿。并且，据官方披露，用户在百度搜索游戏相关内容的日均次数达到1亿次，其中为找游戏的用户占比为25.3%，玩游戏的占比为45.5%，找服务的占比为29.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/d82ae2c46c176ed12cdee8a4ee00afbb\" tg-width=\"650\" tg-height=\"416\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>换言之，百度目前仍是网民接触游戏的一个重要入口，生态内每天产生的亿级流量都与游戏相关，这也是百度不可能轻易放掉游戏业务的关键所在。</p>\n<p>其二，围绕百度自身的流量生态，一方面，搜索业务的服务能力，使平台与国内诸多游戏厂商都存在合作关系；另一方面，百度在剥离游戏业务之前，其游戏发行也有过一些高光时刻。2011年时，百度基于贴吧生态搭建“社区化小游戏平台”，涉足游戏分发，3天累计用户便超过7000万。</p>\n<p>从广告到发行，百度在游戏行业的连接能力，使之能够更便捷地找到合作伙伴，为之后的联运、发行等业务打下基础。此次发布会上，<a href=\"https://laohu8.com/S/09990\">祖龙娱乐</a>、悠米互娱等都是百度游戏联合开发产品的合作方。徐建还透露，百度游戏也准备构建新的开发者平台，将给出诸多策略扶持和让利。</p>\n<p>其三，尽管百度目前已经与腾讯、阿里拉开了距离，但百度仍是处在第一梯队的互联网巨头，若平台将资本向游戏倾斜，在财力支持下未必没有与其他平台一战的实力。目前，百度游戏已经完成了两个自研团队的搭建，正式进入开发阶段。</p>\n<p>但是，从百度游戏发布的产品来看，休闲游戏仍占据更大比例，而在用户粘性更高的重度游戏中，“代号”产品居多，落地时间并不明朗。这意味着百度在真正形成竞争力之前，还有一段很长的路要走，且这条路并不容易。</p>\n<h3><b>不能“丢”的游戏业务</b></h3>\n<p>百度重拾游戏业务并不让人意外，尤其是在近几年，百度一直都在搜索业务之外，寻找新的收入增长点。</p>\n<p>回到2017年，百度以近12亿的价格出售了百度游戏，这一动作是百度实施“航母计划”的一环。当时，百度通过业务“分拆”，将文学、视频、游戏、音乐、地图、外卖等版块独立运营，业内对此普遍认为，百度在尝试摆脱对搜索业务的依赖。同一时期，百度也进一步发力人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>的新方向，尝试向智能科技公司转型。沿着这一发展脉络来看，如今的百度，或许更需要游戏了。</p>\n<p>首先，从其内部发展而言，业务“分拆”的思路并没有帮助百度在多领域建立优势。</p>\n<p>在这之中，百度发展最好的视频业务孵化出<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>，但爱奇艺至今累计亏损已达上百亿，不仅不赚钱，还消耗着巨额运营成本。此外，百度地图市场渗透率虽然较高，但地图业务的变现模式尚不清晰。</p>\n<p><img src=\"https://static.tigerbbs.com/edc6630b89c5e58130682294de8830bf\" tg-width=\"650\" tg-height=\"563\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>而在其他业务方面，文学领域至今仍是阅文一家独大；音乐市场中<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>占据更大份额，网易云音乐后来居上；外卖行业中，美团、饿了么两强相争……相比之下，百度并没有形成与之相抗的实力，在业绩贡献上也难以成为未来的新支柱。</p>\n<p>其次，在外部竞争环境上，百度面临的压力越来越大。</p>\n<p>近几年，业内开始频繁地讨论，字节跳动会不会取代百度成为第三大互联网巨头？在这背后，双方之间虽然没有正面冲突，但字节跳动却在一步步蚕食曾属于百度的市场。</p>\n<p>说到底，百度和字节跳动所做的都是信息分发，而后者抓住了移动互联网崛起的契机，并以独特的算法抢占市场，后来基于同样的算法体系入局短视频，并建立自身的广告体系和变现模型。在这一过程中，受到冲击最大的便是百度。也就是说，百度搜索业务所覆盖的市场已经受到威胁，寻找新的业绩增长点正变得越来越迫切。</p>\n<p><img src=\"https://static.tigerbbs.com/0bd74003ddc66f316f5a4afa89fa7e74\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>字节跳动游戏《仙境传说RO：新世代的诞生》，月流水达到1.5亿</p>\n<p>再者，对百度自身的发展而言，人工智能的新定位还没有成规模的变现机会。</p>\n<p>财报数据显示，截至2020年第四季度，百度来自搜索服务与交易服务的收入，在总收入中占比将近80%，而公司来自AI及云服务的收入占比则不足20%。</p>\n<p>在人工智能的业绩创造力形成之前，发力流量变现效率更高的游戏业务，或许是百度更好的选择。且就技术发展对云游戏的赋能来看，提前布局游戏业务，未来也能更高效地与公司的技术实力共振。</p>\n<h3><b>微妙的返场时机</b></h3>\n<p>实际上，尽管百度曾高调出售百度游戏，但从未真正离开过这个市场。</p>\n<p>当初，百度游戏被剥离后更名为多酷游戏，仍然作为百度在游戏业务上唯一的平台级入口，与百度保持紧密的合作关系。同一年，百度APP接入智能小游戏入口；2019年，百度则投资了游戏公司蝴蝶互动；直到今年，百度申请注册“百度游戏”、“百度游戏 MG.BAIDU.COM DU”等商标，并于前不久召开品牌发布会，正式在这一赛道上“重启”。百度似乎一直在等待机会，但选择此时返场，这个时机还是有些微妙。</p>\n<p>从表面上看，当下，游戏市场的竞争越来越激烈。腾讯、网易两大头部势力仍无可撼动，阿里、字节跳动、B站等互联网巨头也开始在这一市场划分势力范围。</p>\n<p>在国内，阿里在游戏领域持续深耕之后，孵化出的《三国志·战略版》《三国志幻想大陆》表现亮眼，双双登上App Store手游收入排行榜TOP10。其中，仅在2020上半年，《三国志·战略版》的总流水便达到37亿。以此为起点，阿里逐渐在游戏领域站稳脚跟；字节跳动近来在游戏市场的步子也越来越大。今年3月，公司以260亿元的高价收购游戏公司沐瞳科技，将东南亚影响力最大的MOBA游戏《无尽对决》收入囊中；此外，B站也通过资本布局，在二次元游戏赛道上持续巩固实力。</p>\n<p><img src=\"https://static.tigerbbs.com/a2557f4955deb03cc8a5e455e81407a4\" tg-width=\"1080\" tg-height=\"508\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在国外，伴随着<a href=\"https://laohu8.com/S/00799\">IGG</a>、莉莉丝等游戏厂商从海外市场涌现出来，这一市场也成为更多国内头部势力的布局范围，原本的蓝海优势正在激烈的竞争中逐渐消退，新入场者抢占市场份额的难度也在加大。</p>\n<p>然而，在这样的发展环境下，一些新势力还是“冒出头来”。尤其是《原神》的出现，在上线30天内收入便达到2.45亿美元，一度超越《王者荣耀》《和平精英》同期收入，位列全球手游收入榜首位。背后的公司米哈游也随之变得炙手可热。</p>\n<p><img src=\"https://static.tigerbbs.com/fa4d5c6dc9ad9c4c73abc473abf4cd38\" tg-width=\"1080\" tg-height=\"692\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>这一现象的出现，刺激了头部势力的敏感神经，也加速了巨头“围猎”的脚步。以动作最大的腾讯为例，据镜像娱乐统计，2021年上半年，腾讯参与投资的游戏公司多达49家，平均每4天便投资一家公司。</p>\n<p><img src=\"https://static.tigerbbs.com/643cf0b0e11b9df8d22b62da650634e1\" tg-width=\"549\" tg-height=\"2866\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>然而，透过这一现象，其实也反映出，一方面，当下的游戏市场还远未饱和，市场能够容下更多爆款游戏产品；另一方面，激烈的竞争环境，也为当下的游戏市场带来更多变数。在爆款终会被新的爆款替代的行业规律之下，新入局者并非没有机会，或许这才是百度选择此时返场的关键所在。</p>\n<p>但是，机会都是留给有准备的人，百度显然落后太多。发布会现场，百度游戏副总经理王慧也坦言：“重启后的百度团队优势仍不明显，团队一直在思考如何利用百度的资源，走出百度游戏自己的路。”但在变幻莫测的游戏市场之上，留给百度思考的时间已然不多了。</p>","source":"36kr_stock","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>百度放不下游戏</title>\n<style 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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\">\n百度放不下游戏\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 11:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1333416961169408><strong>镜像娱乐</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>百度再一次“杀”回了游戏市场。\n7月28日，百度游戏品牌发布会正式召开，现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return》《Garden》等14款休闲游戏，以及《武庚纪》《梦想新大陆》等9款重度游戏。可以看出，百度游戏未来将着力于休闲+重度游戏两条赛道，尝试跳出以发行为主的模式，转而以发行、自研并重，同时探索国际市场。...</p>\n\n<a href=\"https://36kr.com/p/1333416961169408\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3d671f82579a0f7a86039a21fe8fc002","relate_stocks":{"BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://36kr.com/p/1333416961169408","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155688721","content_text":"百度再一次“杀”回了游戏市场。\n7月28日，百度游戏品牌发布会正式召开，现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return》《Garden》等14款休闲游戏，以及《武庚纪》《梦想新大陆》等9款重度游戏。可以看出，百度游戏未来将着力于休闲+重度游戏两条赛道，尝试跳出以发行为主的模式，转而以发行、自研并重，同时探索国际市场。\n\n从战略到产品，百度游戏此举可以视作其重返赛场的一个重要举动。作为一个拥有巨大流量池的互联网巨头，百度做游戏其实一直被业内看好。然而，直到2017年百度剥离游戏业务时，平台也没有找到适合自己的发展模式。\n而今，游戏行业风云变幻，腾讯、网易分走大块蛋糕，阿里、字节跳动、B站等头部势力加码，海外市场竞争愈演愈烈，游戏行业新势力更是如雨后春笋……选择此时返场的百度游戏，也让当下的竞争环境变得更加复杂。\n流量变现的重头戏\n发布会上，百度游戏总经理徐建将未来的发展方向归纳为两点：一点是做服务，即基于自身流量生态和产品矩阵，为游戏厂商提供发行服务；另一点则在于做产品，或与行业伙伴合作、或自主研发，推出具备竞争力的游戏产品。\n从这两点来看，百度游戏此次返场，步子相对稳健，布局方向都建立在自身优势上。\n其一，游戏一直都是流量变现的重头戏，而百度是一个拥有10亿用户的流量生态，仅在百度APP，月活便超过5.4亿。并且，据官方披露，用户在百度搜索游戏相关内容的日均次数达到1亿次，其中为找游戏的用户占比为25.3%，玩游戏的占比为45.5%，找服务的占比为29.2%。\n\n换言之，百度目前仍是网民接触游戏的一个重要入口，生态内每天产生的亿级流量都与游戏相关，这也是百度不可能轻易放掉游戏业务的关键所在。\n其二，围绕百度自身的流量生态，一方面，搜索业务的服务能力，使平台与国内诸多游戏厂商都存在合作关系；另一方面，百度在剥离游戏业务之前，其游戏发行也有过一些高光时刻。2011年时，百度基于贴吧生态搭建“社区化小游戏平台”，涉足游戏分发，3天累计用户便超过7000万。\n从广告到发行，百度在游戏行业的连接能力，使之能够更便捷地找到合作伙伴，为之后的联运、发行等业务打下基础。此次发布会上，祖龙娱乐、悠米互娱等都是百度游戏联合开发产品的合作方。徐建还透露，百度游戏也准备构建新的开发者平台，将给出诸多策略扶持和让利。\n其三，尽管百度目前已经与腾讯、阿里拉开了距离，但百度仍是处在第一梯队的互联网巨头，若平台将资本向游戏倾斜，在财力支持下未必没有与其他平台一战的实力。目前，百度游戏已经完成了两个自研团队的搭建，正式进入开发阶段。\n但是，从百度游戏发布的产品来看，休闲游戏仍占据更大比例，而在用户粘性更高的重度游戏中，“代号”产品居多，落地时间并不明朗。这意味着百度在真正形成竞争力之前，还有一段很长的路要走，且这条路并不容易。\n不能“丢”的游戏业务\n百度重拾游戏业务并不让人意外，尤其是在近几年，百度一直都在搜索业务之外，寻找新的收入增长点。\n回到2017年，百度以近12亿的价格出售了百度游戏，这一动作是百度实施“航母计划”的一环。当时，百度通过业务“分拆”，将文学、视频、游戏、音乐、地图、外卖等版块独立运营，业内对此普遍认为，百度在尝试摆脱对搜索业务的依赖。同一时期，百度也进一步发力人工智能的新方向，尝试向智能科技公司转型。沿着这一发展脉络来看，如今的百度，或许更需要游戏了。\n首先，从其内部发展而言，业务“分拆”的思路并没有帮助百度在多领域建立优势。\n在这之中，百度发展最好的视频业务孵化出爱奇艺，但爱奇艺至今累计亏损已达上百亿，不仅不赚钱，还消耗着巨额运营成本。此外，百度地图市场渗透率虽然较高，但地图业务的变现模式尚不清晰。\n\n而在其他业务方面，文学领域至今仍是阅文一家独大；音乐市场中腾讯音乐占据更大份额，网易云音乐后来居上；外卖行业中，美团、饿了么两强相争……相比之下，百度并没有形成与之相抗的实力，在业绩贡献上也难以成为未来的新支柱。\n其次，在外部竞争环境上，百度面临的压力越来越大。\n近几年，业内开始频繁地讨论，字节跳动会不会取代百度成为第三大互联网巨头？在这背后，双方之间虽然没有正面冲突，但字节跳动却在一步步蚕食曾属于百度的市场。\n说到底，百度和字节跳动所做的都是信息分发，而后者抓住了移动互联网崛起的契机，并以独特的算法抢占市场，后来基于同样的算法体系入局短视频，并建立自身的广告体系和变现模型。在这一过程中，受到冲击最大的便是百度。也就是说，百度搜索业务所覆盖的市场已经受到威胁，寻找新的业绩增长点正变得越来越迫切。\n\n字节跳动游戏《仙境传说RO：新世代的诞生》，月流水达到1.5亿\n再者，对百度自身的发展而言，人工智能的新定位还没有成规模的变现机会。\n财报数据显示，截至2020年第四季度，百度来自搜索服务与交易服务的收入，在总收入中占比将近80%，而公司来自AI及云服务的收入占比则不足20%。\n在人工智能的业绩创造力形成之前，发力流量变现效率更高的游戏业务，或许是百度更好的选择。且就技术发展对云游戏的赋能来看，提前布局游戏业务，未来也能更高效地与公司的技术实力共振。\n微妙的返场时机\n实际上，尽管百度曾高调出售百度游戏，但从未真正离开过这个市场。\n当初，百度游戏被剥离后更名为多酷游戏，仍然作为百度在游戏业务上唯一的平台级入口，与百度保持紧密的合作关系。同一年，百度APP接入智能小游戏入口；2019年，百度则投资了游戏公司蝴蝶互动；直到今年，百度申请注册“百度游戏”、“百度游戏 MG.BAIDU.COM DU”等商标，并于前不久召开品牌发布会，正式在这一赛道上“重启”。百度似乎一直在等待机会，但选择此时返场，这个时机还是有些微妙。\n从表面上看，当下，游戏市场的竞争越来越激烈。腾讯、网易两大头部势力仍无可撼动，阿里、字节跳动、B站等互联网巨头也开始在这一市场划分势力范围。\n在国内，阿里在游戏领域持续深耕之后，孵化出的《三国志·战略版》《三国志幻想大陆》表现亮眼，双双登上App Store手游收入排行榜TOP10。其中，仅在2020上半年，《三国志·战略版》的总流水便达到37亿。以此为起点，阿里逐渐在游戏领域站稳脚跟；字节跳动近来在游戏市场的步子也越来越大。今年3月，公司以260亿元的高价收购游戏公司沐瞳科技，将东南亚影响力最大的MOBA游戏《无尽对决》收入囊中；此外，B站也通过资本布局，在二次元游戏赛道上持续巩固实力。\n\n在国外，伴随着IGG、莉莉丝等游戏厂商从海外市场涌现出来，这一市场也成为更多国内头部势力的布局范围，原本的蓝海优势正在激烈的竞争中逐渐消退，新入场者抢占市场份额的难度也在加大。\n然而，在这样的发展环境下，一些新势力还是“冒出头来”。尤其是《原神》的出现，在上线30天内收入便达到2.45亿美元，一度超越《王者荣耀》《和平精英》同期收入，位列全球手游收入榜首位。背后的公司米哈游也随之变得炙手可热。\n\n这一现象的出现，刺激了头部势力的敏感神经，也加速了巨头“围猎”的脚步。以动作最大的腾讯为例，据镜像娱乐统计，2021年上半年，腾讯参与投资的游戏公司多达49家，平均每4天便投资一家公司。\n\n然而，透过这一现象，其实也反映出，一方面，当下的游戏市场还远未饱和，市场能够容下更多爆款游戏产品；另一方面，激烈的竞争环境，也为当下的游戏市场带来更多变数。在爆款终会被新的爆款替代的行业规律之下，新入局者并非没有机会，或许这才是百度选择此时返场的关键所在。\n但是，机会都是留给有准备的人，百度显然落后太多。发布会现场，百度游戏副总经理王慧也坦言：“重启后的百度团队优势仍不明显，团队一直在思考如何利用百度的资源，走出百度游戏自己的路。”但在变幻莫测的游戏市场之上，留给百度思考的时间已然不多了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144173899,"gmtCreate":1626273324311,"gmtModify":1703756897261,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Awesome ??","listText":"Awesome ??","text":"Awesome ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144173899","repostId":"1156462382","repostType":4,"repost":{"id":"1156462382","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":1626270302,"share":"https://ttm.financial/m/news/1156462382?lang=&edition=fundamental","pubTime":"2021-07-14 21:45","market":"us","language":"en","title":"Compass Minerals shares rises 17% in early trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1156462382","media":"Tiger Newspress","summary":"Compass Minerals’ shares rises 17% in early trading on Wednesday after the mineral producer said it ","content":"<p>Compass Minerals’ shares rises 17% in early trading on Wednesday after the mineral producer said it had found about 2.4 million metric tons of lithium carbonate equivalent (LCE) at its solar evaporation site in Utah.</p>\n<p><img src=\"https://static.tigerbbs.com/91984098c8c865b53eed65937700dad5\" tg-width=\"1273\" tg-height=\"587\" referrerpolicy=\"no-referrer\"></p>\n<p>The announcement, released after market hours on Tuesday, comes as demand and prices for the battery metal has climbed due to aggressive electric vehicle production plans by automakers.</p>\n<p>The company, which produces salt, plant nutrients and magnesium chloride, said it had identified an indicated lithium resource within the ambient brine of the Great Salt Lake.</p>\n<p>A large part of lithium is extracted from brine or seawater.</p>\n<p>Electric vehicle batteries can use lithium carbonate or lithium hydroxide, but the industry typically uses lithium carbonate equivalent (LCE) which contains both.</p>\n<p>The company said it was evaluating the means of extracting the lithium, which accumulates through its current solar evaporation process and can be accessed through its existing leases and permits, adding that it was in late-stage talks to select a direct lithium extraction technology provider.</p>\n<p>Compass said an initial assessment estimated total combined indicated and inferred lithium resources of about 127,000 metric tons of LCE at its active Ogden site. The assessment also identified an additional indicated lithium resource of about 2.32 million metric tons of LCE.</p>\n<p>The company said it was targeting an annual production capacity in the range of about 20,000 to 25,000 metric tons of LCE, with up to 65% of the future production derived from brine that has already been extracted from the Great Salt Lake.</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>Compass Minerals shares rises 17% in early 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; 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}\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\">\nCompass Minerals shares rises 17% in early 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\">2021-07-14 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Compass Minerals’ shares rises 17% in early trading on Wednesday after the mineral producer said it had found about 2.4 million metric tons of lithium carbonate equivalent (LCE) at its solar evaporation site in Utah.</p>\n<p><img src=\"https://static.tigerbbs.com/91984098c8c865b53eed65937700dad5\" tg-width=\"1273\" tg-height=\"587\" referrerpolicy=\"no-referrer\"></p>\n<p>The announcement, released after market hours on Tuesday, comes as demand and prices for the battery metal has climbed due to aggressive electric vehicle production plans by automakers.</p>\n<p>The company, which produces salt, plant nutrients and magnesium chloride, said it had identified an indicated lithium resource within the ambient brine of the Great Salt Lake.</p>\n<p>A large part of lithium is extracted from brine or seawater.</p>\n<p>Electric vehicle batteries can use lithium carbonate or lithium hydroxide, but the industry typically uses lithium carbonate equivalent (LCE) which contains both.</p>\n<p>The company said it was evaluating the means of extracting the lithium, which accumulates through its current solar evaporation process and can be accessed through its existing leases and permits, adding that it was in late-stage talks to select a direct lithium extraction technology provider.</p>\n<p>Compass said an initial assessment estimated total combined indicated and inferred lithium resources of about 127,000 metric tons of LCE at its active Ogden site. The assessment also identified an additional indicated lithium resource of about 2.32 million metric tons of LCE.</p>\n<p>The company said it was targeting an annual production capacity in the range of about 20,000 to 25,000 metric tons of LCE, with up to 65% of the future production derived from brine that has already been extracted from the Great Salt Lake.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CMP":"罗盘矿物"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156462382","content_text":"Compass Minerals’ shares rises 17% in early trading on Wednesday after the mineral producer said it had found about 2.4 million metric tons of lithium carbonate equivalent (LCE) at its solar evaporation site in Utah.\n\nThe announcement, released after market hours on Tuesday, comes as demand and prices for the battery metal has climbed due to aggressive electric vehicle production plans by automakers.\nThe company, which produces salt, plant nutrients and magnesium chloride, said it had identified an indicated lithium resource within the ambient brine of the Great Salt Lake.\nA large part of lithium is extracted from brine or seawater.\nElectric vehicle batteries can use lithium carbonate or lithium hydroxide, but the industry typically uses lithium carbonate equivalent (LCE) which contains both.\nThe company said it was evaluating the means of extracting the lithium, which accumulates through its current solar evaporation process and can be accessed through its existing leases and permits, adding that it was in late-stage talks to select a direct lithium extraction technology provider.\nCompass said an initial assessment estimated total combined indicated and inferred lithium resources of about 127,000 metric tons of LCE at its active Ogden site. The assessment also identified an additional indicated lithium resource of about 2.32 million metric tons of LCE.\nThe company said it was targeting an annual production capacity in the range of about 20,000 to 25,000 metric tons of LCE, with up to 65% of the future production derived from brine that has already been extracted from the Great Salt Lake.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152647857,"gmtCreate":1625291385779,"gmtModify":1703740106728,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Opportunity ???","listText":"Opportunity ???","text":"Opportunity ???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152647857","repostId":"1135486377","repostType":4,"repost":{"id":"1135486377","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":1625236243,"share":"https://ttm.financial/m/news/1135486377?lang=&edition=fundamental","pubTime":"2021-07-02 22:30","market":"us","language":"en","title":"Chinese EV stocks slipped in Friday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1135486377","media":"Tiger Newspress","summary":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between","content":"<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto&nbsp;shares&nbsp;fell between 3% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p>\n<p></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>Chinese EV stocks slipped in Friday 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; 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Beyond climbed between 5% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/fb2694f87fdac29278fbf2a583a1bf36\" tg-width=\"390\" tg-height=\"743\" 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>Meme stocks are blazing hot, once again.</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\">\nMeme stocks are blazing hot, once again.\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\">2021-06-28 21:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Meme stocks are blazing hot, once again.CCIV,Workhorse,GameStop,AMC and Bed Bath &amp; Beyond climbed between 5% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/fb2694f87fdac29278fbf2a583a1bf36\" tg-width=\"390\" tg-height=\"743\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","WKHS":"Workhorse Group, Inc.","BBBY":"3B家居","AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148481357","content_text":"Meme stocks are blazing hot, once again.CCIV,Workhorse,GameStop,AMC and Bed Bath & Beyond climbed between 5% and 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122589856,"gmtCreate":1624627942975,"gmtModify":1703842089469,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Awesome ??","listText":"Awesome ??","text":"Awesome ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122589856","repostId":"1147153207","repostType":4,"repost":{"id":"1147153207","pubTimestamp":1624592020,"share":"https://ttm.financial/m/news/1147153207?lang=&edition=fundamental","pubTime":"2021-06-25 11:33","market":"us","language":"en","title":"Meme Stocks: How The Most Popular Have Performed in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1147153207","media":"thestreet","summary":"Meme mania has been one of the most unexpected phenomena in the equities market in an already atypic","content":"<p>Meme mania has been one of the most unexpected phenomena in the equities market in an already atypical pandemic environment. The “meme attacks” have rarely been based on business fundamentals, but instead fueled by momentum and discussions on web forums that catalyze vicious rallies.</p>\n<p>Below, the Wall Street Memes channel lists some of the most popular meme stocks and how each has performed so far in 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac11607753df2d587eff881c858546dd\" tg-width=\"1200\" tg-height=\"798\" referrerpolicy=\"no-referrer\"><span>Figure 1: GameStop store.</span></p>\n<p><b>GME - GameStop Corp.</b></p>\n<ul>\n <li>Largest gain in 2021:<b>1,914%</b></li>\n <li>Largest loss in 2021:<b>-88%</b></li>\n <li>Peak price:<b>$347.51</b></li>\n <li>Current price:<b>$200.18</b>(at last check).</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/cc5e113c20912daf07551e09179fe9f2\" tg-width=\"1200\" tg-height=\"519\" referrerpolicy=\"no-referrer\"><b>AMC - AMC Theaters</b></p>\n<ul>\n <li>Largest gain in 2021:<b>2,850%</b></li>\n <li>Largest loss in 2021:<b>-72%</b></li>\n <li>Peak price:<b>$62.55</b></li>\n <li>Current price:<b>$55.14</b>(at last check).</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e55df7c82d93174a0b4c088c17946a1\" tg-width=\"1200\" tg-height=\"533\" referrerpolicy=\"no-referrer\"><span>Google Finance</span></p>\n<p><b>BB - BlackBerry Limited</b></p>\n<ul>\n <li>Largest gain in 2021:<b>281%</b></li>\n <li>Largest loss in 2021:<b>-68%</b></li>\n <li>Peak price:<b>$25.10</b></li>\n <li>Current price:<b>$12.82</b>(at last check).</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00f988c9dcc4545d783ac29b2061f44d\" tg-width=\"1200\" tg-height=\"525\" referrerpolicy=\"no-referrer\"><span>Google Finance</span></p>\n<p><b>CLNE - Clean Energy Fuels Corp.</b></p>\n<ul>\n <li>Largest gain in 2021:<b>137%</b></li>\n <li>Largest loss in 2021:<b>-59%</b></li>\n <li>Peak price:<b>$18.64</b></li>\n <li>Current price:<b>$11.22</b>(at last check).</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42e24ea5dd3ca3f186eab5451fa7fcbc\" tg-width=\"1200\" tg-height=\"524\" referrerpolicy=\"no-referrer\"><span>Google Finance</span></p>\n<p><b>CLOV - Clover Health Investments</b></p>\n<ul>\n <li>Largest gain in 2021:<b>224%</b></li>\n <li>Largest loss in 2021:<b>-56%</b></li>\n <li>Peak price:<b>$22.15</b></li>\n <li>Current price:<b>$12.10</b>(at last check).</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddfd7742b5b929d9febee80c5926f08f\" tg-width=\"1200\" tg-height=\"507\" referrerpolicy=\"no-referrer\"><span>Google Finance</span></p>\n<p><b>CLF - Cleveland-Cliff</b></p>\n<ul>\n <li>Largest gain in 2021:<b>83%</b></li>\n <li>Largest loss in 2021:<b>-28%</b></li>\n <li>Peak price:<b>$24.44</b></li>\n <li>Current price:<b>$20.75</b>(at last check).</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15c8accc6baf5e68f5a1088eb8a75c4d\" tg-width=\"1200\" tg-height=\"524\" referrerpolicy=\"no-referrer\"><span>Google Finance</span></p>\n<p><b>TLRY - Tilray Pharmaceuticals</b></p>\n<ul>\n <li>Largest gain in 2021:<b>610%</b></li>\n <li>Largest loss in 2021:<b>-78%</b></li>\n <li>Peak price:<b>$63.91</b></li>\n <li>Current price:<b>$17.23</b>(at last check).</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc9ed19b51e752ceff9a6534d4afd089\" tg-width=\"1200\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><span>Google Finance</span></p>\n<p><b>NOK - Nokia Corporation</b></p>\n<ul>\n <li>Largest gain in 2021:<b>69%</b></li>\n <li>Largest loss in 2021:<b>-41%</b></li>\n <li>Peak price:<b>$6.55</b></li>\n <li>Current price:<b>$5.14</b>(at last check).</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33e920e940ac016540520a46acbcb0d5\" tg-width=\"1200\" tg-height=\"511\" referrerpolicy=\"no-referrer\"><span>Google Finance</span></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>Meme Stocks: How The Most Popular Have Performed in 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nMeme Stocks: How The Most Popular Have Performed in 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 11:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/other-memes/meme-stocks-how-the-most-popular-have-performed-in-2021><strong>thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meme mania has been one of the most unexpected phenomena in the equities market in an already atypical pandemic environment. The “meme attacks” have rarely been based on business fundamentals, but ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/other-memes/meme-stocks-how-the-most-popular-have-performed-in-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLF":"克利夫兰克里夫","CLOV":"Clover Health Corp","CLNE":"Clean Energy Fuels Corp","BB":"黑莓","TLRY":"Tilray Inc.","AMC":"AMC院线","GME":"游戏驿站","NOK":"诺基亚"},"source_url":"https://www.thestreet.com/memestocks/other-memes/meme-stocks-how-the-most-popular-have-performed-in-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147153207","content_text":"Meme mania has been one of the most unexpected phenomena in the equities market in an already atypical pandemic environment. The “meme attacks” have rarely been based on business fundamentals, but instead fueled by momentum and discussions on web forums that catalyze vicious rallies.\nBelow, the Wall Street Memes channel lists some of the most popular meme stocks and how each has performed so far in 2021.\nFigure 1: GameStop store.\nGME - GameStop Corp.\n\nLargest gain in 2021:1,914%\nLargest loss in 2021:-88%\nPeak price:$347.51\nCurrent price:$200.18(at last check).\n\nAMC - AMC Theaters\n\nLargest gain in 2021:2,850%\nLargest loss in 2021:-72%\nPeak price:$62.55\nCurrent price:$55.14(at last check).\n\nGoogle Finance\nBB - BlackBerry Limited\n\nLargest gain in 2021:281%\nLargest loss in 2021:-68%\nPeak price:$25.10\nCurrent price:$12.82(at last check).\n\nGoogle Finance\nCLNE - Clean Energy Fuels Corp.\n\nLargest gain in 2021:137%\nLargest loss in 2021:-59%\nPeak price:$18.64\nCurrent price:$11.22(at last check).\n\nGoogle Finance\nCLOV - Clover Health Investments\n\nLargest gain in 2021:224%\nLargest loss in 2021:-56%\nPeak price:$22.15\nCurrent price:$12.10(at last check).\n\nGoogle Finance\nCLF - Cleveland-Cliff\n\nLargest gain in 2021:83%\nLargest loss in 2021:-28%\nPeak price:$24.44\nCurrent price:$20.75(at last check).\n\nGoogle Finance\nTLRY - Tilray Pharmaceuticals\n\nLargest gain in 2021:610%\nLargest loss in 2021:-78%\nPeak price:$63.91\nCurrent price:$17.23(at last check).\n\nGoogle Finance\nNOK - Nokia Corporation\n\nLargest gain in 2021:69%\nLargest loss in 2021:-41%\nPeak price:$6.55\nCurrent price:$5.14(at last check).\n\nGoogle Finance","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129378406,"gmtCreate":1624362237405,"gmtModify":1703834380963,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Apple ??","listText":"Apple ??","text":"Apple ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129378406","repostId":"2145056554","repostType":4,"repost":{"id":"2145056554","pubTimestamp":1624356900,"share":"https://ttm.financial/m/news/2145056554?lang=&edition=fundamental","pubTime":"2021-06-22 18:15","market":"us","language":"en","title":"These 3 Dow Stocks Are Set to Soar in 2021's Second Half","url":"https://stock-news.laohu8.com/highlight/detail?id=2145056554","media":"Motley Fool","summary":"Here are the companies investors are most excited about -- and why.","content":"<p>The <b>Dow Jones Industrial Average </b>(DJINDICES:^DJI) has had a solid year so far in 2021. Gains of 9% might not seem like all that much compared to the double-digit percentage gains we've seen in past years. But given everything that's happening in the economy, it's not surprising to see investors rein in their expectations somewhat on some of the top-performing stocks in the market.</p>\n<p>Yet even with the gains the overall market has seen, there are still some Dow stocks that haven't climbed as far as they might. In particular, analysts looking at three stocks among the Dow Jones Industrials see the potential for substantial gains in the second half of 2021 and beyond. Below, we'll look at these three companies to see what it'll take for them to produce the big returns that investors want right now.</p>\n<h3>UnitedHealth: 34% upside</h3>\n<p><b>UnitedHealth Group </b>(NYSE:UNH) has already put in a reasonable performance in the Dow so far this year. The health insurance giant's stock is up about 11% year to date, outpacing the broader average very slightly.</p>\n<p>Yet investors see a lot more upside for the healthcare giant. The top price target among Wall Street analysts for UnitedHealth is $522 per share, which implies roughly a 34% gain from current levels.</p>\n<p>UnitedHealth has done an excellent job of navigating the ever-changing landscape of the healthcare and health insurance industries. As the largest health insurance company in the world, UnitedHealth offers coverage not just for private businesses but also for those eligible for government programs like Medicare and Medicaid.</p>\n<p>Indeed, UnitedHealth's handling of plans under the Affordable Care Act has been masterful, with the company having participated in the program better known as Obamacare while not overcommitting to it. With the Supreme Court having recently upheld the validity of the Affordable Care Act, UnitedHealth finds itself in a strong position to keep benefiting from its mix of business.</p>\n<p><img src=\"https://static.tigerbbs.com/ffe66b7aafd67e07dd42007f2b60d638\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Yet many overlook the value of UnitedHealth's Optum health services unit. By aiming to help providers encourage health and wellness, Optum generates higher-margin revenue while often producing better outcomes for patients and members. With both growth drivers pushing the company forward, UnitedHealth looks well poised to keep climbing.</p>\n<h3>Goldman Sachs: 36% upside</h3>\n<p>Wall Street has enjoyed the bull market in stocks, and that's been a blessing for investment bank <b>Goldman Sachs </b>(NYSE:GS). The perennial financial giant has seen its stock rise 34% so far in 2021 after less impressive performance during 2020.</p>\n<p>On <a href=\"https://laohu8.com/S/AONE\">one</a> hand, Goldman has reflected the broader performance of financial stocks across the market. Interest rates have generally been on the rise, and that's bolstered the prospects for more net-interest income from retail banking operations. Goldman lags behind its big-bank peers on the consumer banking front, but its relatively new Marcus unit has done a good job of attracting capital thus far.</p>\n<p>On the other hand, Goldman continues to rely on its investment banking operations, and strong activity levels among initial public offerings and mergers and acquisitions (M&amp;A) have fed the company's coffers nicely. Financing remains relatively easy to get, and that could spur more M&amp;A activity that in turn could keep growing revenue for Goldman's investment banking division. Add to that possible tailwinds from macroeconomic factors, and it is in a solid position to climb as high as the $484 per share that represents the top price target among those following the financial stock.</p>\n<h3>Apple: 42% upside</h3>\n<p>Lastly, <b>Apple </b>(NASDAQ:AAPL) rounds out this list. Recently fetching $130 per share, some see the iPhone maker's stock climbing to $185. That'd be a 42% jump to help Apple recover from its 2% loss so far in 2021.</p>\n<p>Apple's gains have continued to impress. Revenue jumped 54% in its most recent quarter, with sales of the iPhone 12 and various other products and accessories continuing to drive sales for the company. Returning capital to shareholders via dividends and stock buybacks has had a substantial impact on financial performance, especially with the number of outstanding shares having plunged by roughly 35% in just the past decade.</p>\n<p>Many fear that Apple hasn't generated the innovative product lines that drove its success in the mid-2000s. However, at least for now, consumers seem content with iterations on existing product lines, and as long as that remains a successful strategy, further gains for the stock seem realistic.</p>\n<h3>Further to run?</h3>\n<p>Even with solid gains for the Dow in 2021, the long-term trajectory for stocks remains upward. That's a big part of why Apple, Goldman Sachs, and UnitedHealth Group look as promising as they do. Smart investors should at least keep an eye on these three stocks to see if they can live up to their full potential.</p>","source":"fool_stock","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>These 3 Dow Stocks Are Set to Soar in 2021's Second Half</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\">\nThese 3 Dow Stocks Are Set to Soar in 2021's Second Half\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 18:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/22/these-3-dow-stocks-set-to-soar-2021s-second-half/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Dow Jones Industrial Average (DJINDICES:^DJI) has had a solid year so far in 2021. Gains of 9% might not seem like all that much compared to the double-digit percentage gains we've seen in past ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/22/these-3-dow-stocks-set-to-soar-2021s-second-half/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛","UNH":"联合健康","09086":"华夏纳指-U","03086":"华夏纳指","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/06/22/these-3-dow-stocks-set-to-soar-2021s-second-half/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145056554","content_text":"The Dow Jones Industrial Average (DJINDICES:^DJI) has had a solid year so far in 2021. Gains of 9% might not seem like all that much compared to the double-digit percentage gains we've seen in past years. But given everything that's happening in the economy, it's not surprising to see investors rein in their expectations somewhat on some of the top-performing stocks in the market.\nYet even with the gains the overall market has seen, there are still some Dow stocks that haven't climbed as far as they might. In particular, analysts looking at three stocks among the Dow Jones Industrials see the potential for substantial gains in the second half of 2021 and beyond. Below, we'll look at these three companies to see what it'll take for them to produce the big returns that investors want right now.\nUnitedHealth: 34% upside\nUnitedHealth Group (NYSE:UNH) has already put in a reasonable performance in the Dow so far this year. The health insurance giant's stock is up about 11% year to date, outpacing the broader average very slightly.\nYet investors see a lot more upside for the healthcare giant. The top price target among Wall Street analysts for UnitedHealth is $522 per share, which implies roughly a 34% gain from current levels.\nUnitedHealth has done an excellent job of navigating the ever-changing landscape of the healthcare and health insurance industries. As the largest health insurance company in the world, UnitedHealth offers coverage not just for private businesses but also for those eligible for government programs like Medicare and Medicaid.\nIndeed, UnitedHealth's handling of plans under the Affordable Care Act has been masterful, with the company having participated in the program better known as Obamacare while not overcommitting to it. With the Supreme Court having recently upheld the validity of the Affordable Care Act, UnitedHealth finds itself in a strong position to keep benefiting from its mix of business.\n\nImage source: Getty Images.\nYet many overlook the value of UnitedHealth's Optum health services unit. By aiming to help providers encourage health and wellness, Optum generates higher-margin revenue while often producing better outcomes for patients and members. With both growth drivers pushing the company forward, UnitedHealth looks well poised to keep climbing.\nGoldman Sachs: 36% upside\nWall Street has enjoyed the bull market in stocks, and that's been a blessing for investment bank Goldman Sachs (NYSE:GS). The perennial financial giant has seen its stock rise 34% so far in 2021 after less impressive performance during 2020.\nOn one hand, Goldman has reflected the broader performance of financial stocks across the market. Interest rates have generally been on the rise, and that's bolstered the prospects for more net-interest income from retail banking operations. Goldman lags behind its big-bank peers on the consumer banking front, but its relatively new Marcus unit has done a good job of attracting capital thus far.\nOn the other hand, Goldman continues to rely on its investment banking operations, and strong activity levels among initial public offerings and mergers and acquisitions (M&A) have fed the company's coffers nicely. Financing remains relatively easy to get, and that could spur more M&A activity that in turn could keep growing revenue for Goldman's investment banking division. Add to that possible tailwinds from macroeconomic factors, and it is in a solid position to climb as high as the $484 per share that represents the top price target among those following the financial stock.\nApple: 42% upside\nLastly, Apple (NASDAQ:AAPL) rounds out this list. Recently fetching $130 per share, some see the iPhone maker's stock climbing to $185. That'd be a 42% jump to help Apple recover from its 2% loss so far in 2021.\nApple's gains have continued to impress. Revenue jumped 54% in its most recent quarter, with sales of the iPhone 12 and various other products and accessories continuing to drive sales for the company. Returning capital to shareholders via dividends and stock buybacks has had a substantial impact on financial performance, especially with the number of outstanding shares having plunged by roughly 35% in just the past decade.\nMany fear that Apple hasn't generated the innovative product lines that drove its success in the mid-2000s. However, at least for now, consumers seem content with iterations on existing product lines, and as long as that remains a successful strategy, further gains for the stock seem realistic.\nFurther to run?\nEven with solid gains for the Dow in 2021, the long-term trajectory for stocks remains upward. That's a big part of why Apple, Goldman Sachs, and UnitedHealth Group look as promising as they do. Smart investors should at least keep an eye on these three stocks to see if they can live up to their full potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129392561,"gmtCreate":1624356995953,"gmtModify":1703834266983,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Up up ⬆️??","listText":"Up up ⬆️??","text":"Up up ⬆️??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129392561","repostId":"1132601414","repostType":4,"repost":{"id":"1132601414","pubTimestamp":1624284919,"share":"https://ttm.financial/m/news/1132601414?lang=&edition=fundamental","pubTime":"2021-06-21 22:15","market":"us","language":"en","title":"ContextLogic Has More Than Just Meme Status to Power Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1132601414","media":"InvestorPlace","summary":"Consider this context before selling WISH stock.\n\nContextLogic rose neraly 6% in morning trading.\n\nC","content":"<blockquote>\n Consider this context before selling WISH stock.\n</blockquote>\n<p>ContextLogic rose neraly 6% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/f667d82ef8232c33e7c7fa81b2ca1f27\" tg-width=\"728\" tg-height=\"498\" referrerpolicy=\"no-referrer\"></p>\n<p><b>ContextLogic</b>(NASDAQ:<b><u>WISH</u></b>) stock has not turned out as well as a lot of people had hoped.</p>\n<p>Shares initially opened trading last December around $20 and quickly advanced 50%.</p>\n<p>Since then, however, WISH stock has been in freefall, with shares falling 75% in the span of a few months. It will open this morning at around $11.40.</p>\n<p>Finally, though, there’s hope for better days. The r/WallStreetBets crowd recently discovered WISH stock and shares doubled shortly thereafter.</p>\n<p>The usual reasons applied. It has a great ticker symbol, high short interest, and a compelling value proposition for consumers. Add it all up, and it’s not hard to see why Reddit took a liking to WISH stock.</p>\n<p>Question is, will ContextLogic be a flash in the pan for meme traders? Or is this move going to have real sticking power? I’m inclined toward the latter option.</p>\n<p>While ContextLogic has some real pressing questions it will need to answer over time, there’s the foundations of a good business.</p>\n<p><b>Digital Treasure Hunt and WISH Stock</b></p>\n<p>ContextLogic, which operates Wish.com, has an intriguing business model. It essentially serves as a sort of online flea market or dollar store.</p>\n<p>Its motto is “Shopping made fun” and it backs that up. Wish frequently offers discounts in the 70-90% range. It’s a bargain hunter’s paradise.</p>\n<p>Wish has products from manufacturers with very low operating costs, such as from firms based in China. These products then sell to buyers in other markets, offering a sort of geographical arbitrage.</p>\n<p>These products sometimes have some problems. Consumers wanting consistently high-quality merchandise probably want to look elsewhere. However, Wish.com offers products at rock bottom prices, and oftentimes the quality greatly exceeds what you’d expect to receive at that sort of price point.</p>\n<p>It’s a bit of a hit-or-miss experience. But with such low prices, it’s hardly a big deal when the occasional order misfires. And when you find something cool on Wish at a great price, it can be a euphoric experience.</p>\n<p>ContextLogic has members of management that were high-ups at<b>Alphabet</b>(NASDAQ:<b><u>GOOGL</u></b>) and&nbsp;<b>AirBnb</b>(NASDAQ:<b><u>ABNB</u></b>). Don’t let the discount online marketplace business fool you, Wish is a sophisticated operation.</p>\n<p><b>Weak Stock Price Performance</b></p>\n<p>Wish may have waited a quarter too long to perform its initial public offering (IPO). By the time WISH stock started trading in December 2020, traders were already selling e-commerce stocks to buy economic reopening trades.</p>\n<p>The time for e-commerce stocks was last summer or fall, not 2021.</p>\n<p>ContextLogic also reported a pretty ugly quarter in May. The company’s earnings fell short of expectations. It also offered revenue guidance below expectations.</p>\n<p>Revenues grew 76% year-over-year, which is great. However, its core revenue growth of 40% was much slower and gave investors pause.</p>\n<p>These results aren’t a disaster for the company. It’s a young firm with fast growth, even if that growth was a little below expectations. Still, management will need to start beating estimates again if it wants to get a sustained rally in its share price going.</p>\n<p>Short squeezes are great, but long-term investors will want to see a stronger fundamental picture before committing too heavily to WISH stock.</p>\n<p>WISH Stock Verdict</p>\n<p>A lot of traders are wishing that they had sold ContextLogic stock during the big run-up last week. The move from $8 up to $15 in a couple of days was quite a remarkable one indeed. Profit-takers have sent the stock back down significantly since then.</p>\n<p>However, there’s a decent chance that WISH stock still has another big surge ahead of it. The fact is that shares weren’t too pricey before the short squeeze excitement kicked off.</p>\n<p>As such, there should still be plenty of opportunities for buyers here around $11. Shares were at $32 in February, after all. So, if you like the company, don’t let the short-term price volatility worry you too much.</p>\n<p>As our Luke Lango argued, there’sa lot more to ContextLogicthan your average meme stock, and the price hasn’t moved too far off the lows yet.</p>\n<p>The company may need to deliver better quarterly results before the stock really explodes to the upside. However, the core business model is intriguing enough and appears to be catching on with consumers.</p>\n<p>That plus some meme magic could make WISH stock worth holding.</p>","source":"lsy1606302653667","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>ContextLogic Has More Than Just Meme Status to Power Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nContextLogic Has More Than Just Meme Status to Power Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 22:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/wish-stock-has-more-than-just-meme-status-to-power-gains/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Consider this context before selling WISH stock.\n\nContextLogic rose neraly 6% in morning trading.\n\nContextLogic(NASDAQ:WISH) stock has not turned out as well as a lot of people had hoped.\nShares ...</p>\n\n<a href=\"https://investorplace.com/2021/06/wish-stock-has-more-than-just-meme-status-to-power-gains/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2021/06/wish-stock-has-more-than-just-meme-status-to-power-gains/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132601414","content_text":"Consider this context before selling WISH stock.\n\nContextLogic rose neraly 6% in morning trading.\n\nContextLogic(NASDAQ:WISH) stock has not turned out as well as a lot of people had hoped.\nShares initially opened trading last December around $20 and quickly advanced 50%.\nSince then, however, WISH stock has been in freefall, with shares falling 75% in the span of a few months. It will open this morning at around $11.40.\nFinally, though, there’s hope for better days. The r/WallStreetBets crowd recently discovered WISH stock and shares doubled shortly thereafter.\nThe usual reasons applied. It has a great ticker symbol, high short interest, and a compelling value proposition for consumers. Add it all up, and it’s not hard to see why Reddit took a liking to WISH stock.\nQuestion is, will ContextLogic be a flash in the pan for meme traders? Or is this move going to have real sticking power? I’m inclined toward the latter option.\nWhile ContextLogic has some real pressing questions it will need to answer over time, there’s the foundations of a good business.\nDigital Treasure Hunt and WISH Stock\nContextLogic, which operates Wish.com, has an intriguing business model. It essentially serves as a sort of online flea market or dollar store.\nIts motto is “Shopping made fun” and it backs that up. Wish frequently offers discounts in the 70-90% range. It’s a bargain hunter’s paradise.\nWish has products from manufacturers with very low operating costs, such as from firms based in China. These products then sell to buyers in other markets, offering a sort of geographical arbitrage.\nThese products sometimes have some problems. Consumers wanting consistently high-quality merchandise probably want to look elsewhere. However, Wish.com offers products at rock bottom prices, and oftentimes the quality greatly exceeds what you’d expect to receive at that sort of price point.\nIt’s a bit of a hit-or-miss experience. But with such low prices, it’s hardly a big deal when the occasional order misfires. And when you find something cool on Wish at a great price, it can be a euphoric experience.\nContextLogic has members of management that were high-ups atAlphabet(NASDAQ:GOOGL) and AirBnb(NASDAQ:ABNB). Don’t let the discount online marketplace business fool you, Wish is a sophisticated operation.\nWeak Stock Price Performance\nWish may have waited a quarter too long to perform its initial public offering (IPO). By the time WISH stock started trading in December 2020, traders were already selling e-commerce stocks to buy economic reopening trades.\nThe time for e-commerce stocks was last summer or fall, not 2021.\nContextLogic also reported a pretty ugly quarter in May. The company’s earnings fell short of expectations. It also offered revenue guidance below expectations.\nRevenues grew 76% year-over-year, which is great. However, its core revenue growth of 40% was much slower and gave investors pause.\nThese results aren’t a disaster for the company. It’s a young firm with fast growth, even if that growth was a little below expectations. Still, management will need to start beating estimates again if it wants to get a sustained rally in its share price going.\nShort squeezes are great, but long-term investors will want to see a stronger fundamental picture before committing too heavily to WISH stock.\nWISH Stock Verdict\nA lot of traders are wishing that they had sold ContextLogic stock during the big run-up last week. The move from $8 up to $15 in a couple of days was quite a remarkable one indeed. Profit-takers have sent the stock back down significantly since then.\nHowever, there’s a decent chance that WISH stock still has another big surge ahead of it. The fact is that shares weren’t too pricey before the short squeeze excitement kicked off.\nAs such, there should still be plenty of opportunities for buyers here around $11. Shares were at $32 in February, after all. So, if you like the company, don’t let the short-term price volatility worry you too much.\nAs our Luke Lango argued, there’sa lot more to ContextLogicthan your average meme stock, and the price hasn’t moved too far off the lows yet.\nThe company may need to deliver better quarterly results before the stock really explodes to the upside. However, the core business model is intriguing enough and appears to be catching on with consumers.\nThat plus some meme magic could make WISH stock worth holding.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}