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EliTan

EliTan

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2024-10-04

card 1 & card 8 card 5 & card 7

2022-04-13

$Alibaba(BABA)$As long aa there are people wondering if the chinese stock are bottomed, then i will stay away from it.

2022-01-05

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SEA Plunges Over 10%! Tencent officially announced reduction of holdings

2022-01-04

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The whole story and impact of Indonesia's ban on coal exports

2022-01-02

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Sorry, the original content has been removed

2022-01-02

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Li Auto delivered 90,491 total vehicles in 2021, up 177% year-on-year

2021-09-23

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Together Education Technology's net income in the second quarter was 671 million yuan, reducing losses by 73% year-on-year

2021-09-22

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Zhonggui Education Stocks Collectively Pull Up, Gaotu Rises Over 18%

2021-09-20

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Didi Chuxing: Rumors about Didi's management change are false information

2021-09-19

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Apple's first folding phone in 2023 with stylus support, media says

2021-09-18

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Reminder: The Mid-Autumn Festival closure arrangement is here! Hong Kong stocks are closed on the 22nd

2021-09-17

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Pre-market: Alert! How will the market react when the "Four Witches Day" strikes?

2021-09-16

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Reminder: The Mid-Autumn Festival closure arrangement is here! Hong Kong stocks are closed on the 22nd

2021-09-15

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Google was heavily fined by South Korea for allegedly abusing market dominance

2021-09-14

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U.S. CPI in August was 5.3% year-on-year, in line with market expectations

2021-09-13

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Where should Netease, which has a "troika", go?

2021-09-10

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First in the industry, the revenue counts down. What does the boss of Zhongtong do?

2021-09-09

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August New Energy Vehicle Monthly Examination Report Card: Electric Up, Fuel Down

2021-09-08

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Warning sounds sounded one after another! Morgan Stanley, Citi, Credit Suisse are bearish on the outlook of U.S. stocks

2021-09-06

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How long can OPEC + ramp up production before the storm hits in 2022

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1 &amp; card 8 card 5 &amp; card 7","listText":"card 1 &amp; card 8 card 5 &amp; card 7","text":"card 1 & card 8 card 5 & card 7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356347855929536","isVote":1,"tweetType":1,"viewCount":2368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017531299,"gmtCreate":1649791687705,"gmtModify":1676534575469,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>As long aa there are people wondering if the chinese stock are bottomed, then i will stay away from it.","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>As long aa there are people wondering if the chinese stock are bottomed, then i will stay away from it.","text":"$Alibaba(BABA)$As long aa there are people wondering if the chinese stock are bottomed, then i will stay away from it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017531299","isVote":1,"tweetType":1,"viewCount":2775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001734745,"gmtCreate":1641316105608,"gmtModify":1676533597130,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001734745","repostId":"1180419322","repostType":4,"repost":{"id":"1180419322","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641310348,"share":"https://ttm.financial/m/news/1180419322?lang=en_US&edition=fundamental","pubTime":"2022-01-04 23:32","market":"other","language":"zh","title":"SEA Plunges Over 10%! Tencent officially announced reduction of holdings","url":"https://stock-news.laohu8.com/highlight/detail?id=1180419322","media":"老虎资讯综合","summary":"1月4日，$SEA$低开低走一度大跌10%至200.88美元；腾讯寻求出售1450万股SEA股票，对SEA的持股比例从21.3%降至18.7%。公告还显示，腾讯于Sea所持有的投票权预计将减少至10%以下。另外，腾讯将受限于禁售期，在未来六个月内不可进一步出售Sea的股份。根据Sea的年报，截至去年3月，腾讯在Sea拥有23.3%的投票权。腾讯在周二的公告中称，Sea全球业务近年显著增长及扩张，这次股份减持可释放腾讯于Sea投资的部分价值。","content":"<p><html><head></head><body>On January 4,<a href=\"https://laohu8.com/S/SE\">SEA</a>open low dropped 10% to $200.88 at one point; Tencent seeks to sell 14.5 million shares of SEA, reducing its stake in SEA to 18.7% from 21.3%.</p><p><img src=\"https://static.tigerbbs.com/2daca1fe6bb9c02b2b0884e31cf1ca35\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>It was announced on Tuesday (January 4) that a transaction was underway to reduce its holdings of 14,492,751 Class A shares in Sea Limited, the \"small Tencent in Southeast Asia\", reducing Tencent's stake in Sea from 21.3% to 18.7%.</p><p>The announcement also shows that Tencent's voting rights in Sea are expected to be reduced to less than 10%. In addition, Tencent will be subject to the lock-up period and will not be able to further sell Sea's shares in the next six months.</p><p><img src=\"https://static.tigerbbs.com/173816fa322fb1c475d1373a9a1b92cd\" tg-width=\"875\" tg-height=\"801\" referrerpolicy=\"no-referrer\"/></p><p>(Source: Tencent official website)</p><p>New York-listed Sea Limited also said in a statement on Tuesday that the company will propose changes to its shareholding structure at its annual shareholder meeting in February, when Tencent's voting power will be reduced to \"below 10%\". According to Sea's annual report, Tencent owned 23.3% of the voting rights in Sea as of March last year.</p><p>Sea's stock is divided into Class A and Class B shares, with Class B shares having three votes per share. Currently, Class B shares are owned by Forrest Li, the founder and CEO of Tencent and Sea, which together account for 52% of the total voting rights.</p><p>According to Sea's statement, Tencent will convert all Class B shares it owns into Class A shares, making Li the sole holder of Class B shares. Meanwhile, Sea plans to increase voting rights in Class B shares to 15 votes per share from the current 3. Thereafter, Lee will hold nearly 60% control of his company, which allows him to make decisions and execute them more quickly. As of March 2021, Li Xiaodong owned approximately 38% of the voting power of the company.</p><p>In 2010, just one year after Sea was established, it received its first investment from Tencent. Tencent said in an announcement on Tuesday that Sea's global business has grown and expanded significantly in recent years, and this share reduction can release part of the value of Tencent's investment in Sea.</p><p>In fact, Tencent's control has gradually diminished over the years. According to Sea's past annual reports, Tencent had 29.1% of the voting rights in 2019, but it decreased to 25.1% in 2020 and 23.3% in 2021, primarily due to the dilution of new shares issued.</p><p>Tencent also said in the announcement that this transaction also provides Tencent with resources to support other investment and social responsibility projects. At the same time, Tencent still holds the vast majority of its equity in Sea, which can continue to benefit from the company's future growth and will continue to maintain its existing business partnership with Sea.</p><p>Currently, Sea is taking advantage of the global digital transformation to actively expand its e-commerce business, Shopee, beyond Conan Asia. In the past few months, Sea has launched its e-commerce platform in France, Spain, Poland and India, after it also entered several Latin American markets.</p><p></body></html></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>SEA Plunges Over 10%! Tencent officially announced reduction of holdings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSEA Plunges Over 10%! Tencent officially announced reduction of holdings\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-01-04 23:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On January 4,<a href=\"https://laohu8.com/S/SE\">SEA</a>open low dropped 10% to $200.88 at one point; Tencent seeks to sell 14.5 million shares of SEA, reducing its stake in SEA to 18.7% from 21.3%.</p><p><img src=\"https://static.tigerbbs.com/2daca1fe6bb9c02b2b0884e31cf1ca35\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>It was announced on Tuesday (January 4) that a transaction was underway to reduce its holdings of 14,492,751 Class A shares in Sea Limited, the \"small Tencent in Southeast Asia\", reducing Tencent's stake in Sea from 21.3% to 18.7%.</p><p>The announcement also shows that Tencent's voting rights in Sea are expected to be reduced to less than 10%. In addition, Tencent will be subject to the lock-up period and will not be able to further sell Sea's shares in the next six months.</p><p><img src=\"https://static.tigerbbs.com/173816fa322fb1c475d1373a9a1b92cd\" tg-width=\"875\" tg-height=\"801\" referrerpolicy=\"no-referrer\"/></p><p>(Source: Tencent official website)</p><p>New York-listed Sea Limited also said in a statement on Tuesday that the company will propose changes to its shareholding structure at its annual shareholder meeting in February, when Tencent's voting power will be reduced to \"below 10%\". According to Sea's annual report, Tencent owned 23.3% of the voting rights in Sea as of March last year.</p><p>Sea's stock is divided into Class A and Class B shares, with Class B shares having three votes per share. Currently, Class B shares are owned by Forrest Li, the founder and CEO of Tencent and Sea, which together account for 52% of the total voting rights.</p><p>According to Sea's statement, Tencent will convert all Class B shares it owns into Class A shares, making Li the sole holder of Class B shares. Meanwhile, Sea plans to increase voting rights in Class B shares to 15 votes per share from the current 3. Thereafter, Lee will hold nearly 60% control of his company, which allows him to make decisions and execute them more quickly. As of March 2021, Li Xiaodong owned approximately 38% of the voting power of the company.</p><p>In 2010, just one year after Sea was established, it received its first investment from Tencent. Tencent said in an announcement on Tuesday that Sea's global business has grown and expanded significantly in recent years, and this share reduction can release part of the value of Tencent's investment in Sea.</p><p>In fact, Tencent's control has gradually diminished over the years. According to Sea's past annual reports, Tencent had 29.1% of the voting rights in 2019, but it decreased to 25.1% in 2020 and 23.3% in 2021, primarily due to the dilution of new shares issued.</p><p>Tencent also said in the announcement that this transaction also provides Tencent with resources to support other investment and social responsibility projects. At the same time, Tencent still holds the vast majority of its equity in Sea, which can continue to benefit from the company's future growth and will continue to maintain its existing business partnership with Sea.</p><p>Currently, Sea is taking advantage of the global digital transformation to actively expand its e-commerce business, Shopee, beyond Conan Asia. In the past few months, Sea has launched its e-commerce platform in France, Spain, Poland and India, after it also entered several Latin American markets.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"TCEHY":"腾讯控股ADR","BK4077":"互动媒体与服务","BK1589":"北水核心资产","BK1521":"挪威政府全球养老基金持仓","BK1526":"科网股","SE":"Sea Ltd","00700":"腾讯控股","BK1591":"就地过年概念","BK1517":"云办公","BK1586":"云计算","BK1095":"互动媒体与服务","BK1502":"双十一","BK1608":"元宇宙概念","BK1531":"手游股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180419322","content_text":"1月4日，SEA低开低走一度大跌10%至200.88美元；腾讯寻求出售1450万股SEA股票，对SEA的持股比例从21.3%降至18.7%。腾讯控股周二（1月4日）公布正进行一项交易，以减持“东南亚小腾讯”Sea Limited的14,492,751股A类股份，使腾讯于Sea的股权从21.3%减少至18.7%。公告还显示，腾讯于Sea所持有的投票权预计将减少至10%以下。另外，腾讯将受限于禁售期，在未来六个月内不可进一步出售Sea的股份。（图源：腾讯官网）在纽约上市的Sea Limited也在周二声明中表示，公司将在2月举行的年度股东大会上提议改变股份结构，届时腾讯的投票权将减少到“10%以下”。根据Sea的年报，截至去年3月，腾讯在Sea拥有23.3%的投票权。Sea的股票分为A类股和B类股，B类股每股有三票。目前，B类股由腾讯和Sea的创始人兼首席执行官李小冬（Forrest Li）拥有，合计占总投票权的52%。根据Sea的声明，腾讯将把其拥有的所有B类股转换为A类股，使李小冬成为B类股的唯一持有者。同时，Sea计划将B类股的投票权从目前的每股3票增加到15票。此后，李小冬将持有其公司近60%的控制权，这使得他能更迅速地做出决定并执行。截至2021年3月，李小冬拥有公司约38%的投票权。2010年，Sea成立仅一年的时候，就收到了腾讯的第一笔投资。腾讯在周二的公告中称，Sea全球业务近年显著增长及扩张，这次股份减持可释放腾讯于Sea投资的部分价值。事实上，多年来腾讯的控制权已经逐渐减少。根据Sea过去的年度报告，2019年腾讯拥有29.1%的投票权，但2020年降低到25.1%，2021年为23.3%，主要是由于被发行的新股稀释。腾讯在公告中还表示，这次交易亦为腾讯提供资源以支持其他投资及社会责任项目，同时腾讯仍然持有其于Sea的绝大部分股权，可继续受益于该公司的未来增长，并将持续保持与Sea的现有业务合作关系。目前，Sea正在利用全球数字化转变的机会，积极地将其电子商务业务虾皮购物（Shopee）扩展到共南亚以外的地区。在过去几个月里，Sea在法国、西班牙、波兰和印度推出了其电子商务平台，此前它还进入了几个拉丁美洲的市场。","news_type":1,"symbols_score_info":{"00700":0.9,"TCEHY":0.9,"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":4153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001698470,"gmtCreate":1641228464100,"gmtModify":1676533585648,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001698470","repostId":"1139273281","repostType":4,"repost":{"id":"1139273281","kind":"news","pubTimestamp":1641223686,"share":"https://ttm.financial/m/news/1139273281?lang=en_US&edition=fundamental","pubTime":"2022-01-03 23:28","market":"us","language":"zh","title":"The whole story and impact of Indonesia's ban on coal exports","url":"https://stock-news.laohu8.com/highlight/detail?id=1139273281","media":"扑克投资家","summary":"2021年12月31日，印尼能矿部在一封信件中表示，为缓解当前煤炭供应紧缺问题，优先国内电力需求，自2022年1月1日至1月31日，印尼禁止煤炭出口，包括正在装的以及未装完的煤船，都应供给国家电厂。印","content":"<p><html><head></head><body>On December 31, 2021, the Indonesian Ministry of Energy and Mines stated in a letter that in order to alleviate the current coal supply shortage and give priority to domestic electricity demand, from January 1 to January 31, 2022, Indonesia prohibited coal exports, including coal ships being loaded and unloaded, which should be supplied to national power plants.</p><p><img src=\"https://static.tigerbbs.com/0cadc6622240598f2fddce77ebd588ab\" tg-width=\"730\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/></p><p><b>Coal-fired power stations at Indonesia's National Power Company (PLN)</b></p><p><b>Why does Indonesia ban coal exports?</b></p><p>Indonesia's Ministry of Energy and Mineral Resources has temporarily banned coal exports from January 1 to 31, 2022, with the aim of ensuring the availability of coal stocks for domestic power plants.</p><p>The export ban is targeted at holders of a mining business licence (IUP) and a work contract for a coal mining company (PKP2B). The export ban comes after coal miners failed to meet so-called domestic market obligations.</p><p>Ridwan Jamaludin, director of the Ministry of Mines and Coal, said in a statement that the decline in coal supply could affect the more than 10 million customers of state power utility PT PLN (Perusahaan Listrik Negara, or PLN), both industry and general customers.</p><p>If the export ban is not enforced, it could result in outages at 20 coal-fired power stations with a capacity of 10.850 MW, he said.</p><p><img src=\"https://static.tigerbbs.com/aa692d8acd8878cdb6b44860d351a350\" tg-width=\"480\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p><b>From the historical coal sales data, it can be seen that the export volume has been larger than domestic sales</b></p><p>\"This could disrupt the stability of the national economy. When the supply of coal from the power plants is sufficient or returns to normal, we can export,\" Jamaluddin informed. \"We will evaluate it after January 5, 2022,\" he said.</p><p>Indonesia's National Power Company (PLN) coal supply has been below the obligated coal sales percentage of monthly domestic demand (DMO).</p><p><img src=\"https://static.tigerbbs.com/1cf88e98eda96867b4e35d148e5abc1c\" tg-width=\"535\" tg-height=\"334\" referrerpolicy=\"no-referrer\"/></p><p><b>Indonesia's domestic coal sales target achievement rate has been very low</b></p><p>By January 1, 2022, only 35,000 tonnes, or less than 1%, of the government's target of 5.1 million tonnes had been delivered. Monthly Domestic Demand (DMO) could not be met, thus contributing to a coal supply shortage for the National Power Company of Indonesia (PLN) at the end of 2021. This is undoubtedly the trigger of this ban on coal exports! The supply margin of safety for the Indonesian National Power Company (PLN) is greater than 20 days.</p><p><img src=\"https://static.tigerbbs.com/4247528af2f76b16bbc0f25b6b1d0022\" tg-width=\"469\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p><b>Is Indonesia's own major consumer of coal or power station</b></p><p>Pursuant to Ministerial Decision of the Ministry of Energy and Mineral Resources No. 139.K/HK.02/MEM.B/2021 issued by the Government of Indonesia, this decree stipulates the domestic demand (Domestic Market Obligation/DMO) percentage of coal sales of 25% of the planned annual coal production of each producer approved by the Government.</p><p>The decree also provides that in case of emergency, if domestic coal demand is not met, the Director of the Directorate of Minerals and Coal, on behalf of the Minister of Energy and Mineral Resources, may appoint IUP or IUPK or PKP2B holders or coal transportation and sale licenses to meet domestic coal demand.</p><p><img src=\"https://static.tigerbbs.com/4876dfa477d8ad9e71bc2c61fcf7c9d1\" tg-width=\"1080\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/></p><p><b>The English version of the bill is locked and cannot be downloaded</b></p><p><b>The impact of Indonesia's ban on coal exports</b></p><p>Indonesia is one of the largest producers and exporters of coal in the world. The country is a major exporter of thermal coal since it passed Australia in 2005. A significant portion of its exported thermal coal consists of medium-quality types (5100-6100 cal/g) and low-quality types (under 5100 cal/g), with significant demand coming from China and India.</p><p><img src=\"https://static.tigerbbs.com/eccda7b8262fc247c793e5bc4e8f14e6\" tg-width=\"670\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/></p><p><b>Percentage of Indonesia's Coal Export Value by Country in the First Half of 2021</b></p><p>Indonesian coal production is expected to be 609 million tonnes in 2021, up from last year's target of 550 million tonnes; With 435 million tonnes of exports (564 million tonnes of output in 2020 and 405 million tonnes of exports), it is the world's largest coal exporter. According to Bancosta statistics, the global sea shipment of coal (coking coal and thermal coal) in 2020 was 1.13 billion tons.</p><p>These types of coal are competitively priced in international markets due to Indonesia's abundant reserves of medium and low-quality coal (partly due to low labor wages in Indonesia). Recently, due to the weather in Indonesia, coal shipment was limited. In addition, after the increase of coal output in China, the price of thermal coal continued to decline in December. Under the dominance of the bearish market, the FOB price of Q3800 in Indonesia was quoted at 66 USD/ton.</p><p><img src=\"https://static.tigerbbs.com/b4e8079f2c01e9e59dbdd41953cdd5c7\" tg-width=\"1080\" tg-height=\"462\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Distribution map of coal resources in Indonesia</b></p><p>The main export destination countries for Indonesian coal are China, India, Japan and South Korea. At its peak, coal accounted for around 85% of the country's total mining revenue. Indonesia's strategic geographical location towards the huge emerging markets of China and India. Demand for inferior coal has skyrocketed in both countries as many new coal-fired power plants have been built to power their huge populations.</p><p><img src=\"https://static.tigerbbs.com/c1cc268a2eb92f22589a503691c4ba62\" tg-width=\"534\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Indonesia is not only the world's largest exporter of thermal coal, but also a major importer of thermal coal from China. Distribution of China's thermal coal importing countries from January to November 2021: Indonesia 75%, Russia 15%, Philippines 3%, South Africa 3%, Australia 2%, Colombia 1%, Mongolia 1%.</p><p>Due to the blockage of Australian coal, China has increased the import of Indonesian thermal coal. In the first 11 months, a total of 175.96 million tons of thermal coal (including anthracite, lignite, other bituminous coal and other coal) was imported from Indonesia, accounting for 72% of the national total import (245.232 million tons). Compared with the same period last year, this is an increase of 54%.</p><p><img src=\"https://static.tigerbbs.com/16fca7da2d5e6da34aa832f8dcb4dcc1\" tg-width=\"762\" tg-height=\"477\" referrerpolicy=\"no-referrer\"/></p><p>From the current point of view, Indonesia's ban on coal exports has only been one month, which has little impact on us overall. At present, the downstream inventory of the domestic thermal coal market is relatively sufficient as a whole, the terminal procurement demand is weak, and the price is weak.</p><p>Instead, Indonesia's national power company (PLN) demand for coal is on the rise.</p><p><img src=\"https://static.tigerbbs.com/b59b540ff4e2e68469b878d6c4af8abb\" tg-width=\"652\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p><b>It is predicted that the consumption of thermal coal by PLN will be increasingly strong</b></p><p>Indonesia has pledged to stop building new coal-fired power plants from 2023 and become carbon neutral by 2060. It is expected that in recent years, Indonesia will still face the situation that the external demand for coal resources is strong, so the domestic market cannot meet the demand.</p><p></body></html></p>","source":"lsy1592202328226","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 whole story and impact of Indonesia's ban on coal exports</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe whole story and impact of Indonesia's ban on coal exports\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">扑克投资家</strong><span class=\"h-time small\">2022-01-03 23:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On December 31, 2021, the Indonesian Ministry of Energy and Mines stated in a letter that in order to alleviate the current coal supply shortage and give priority to domestic electricity demand, from January 1 to January 31, 2022, Indonesia prohibited coal exports, including coal ships being loaded and unloaded, which should be supplied to national power plants.</p><p><img src=\"https://static.tigerbbs.com/0cadc6622240598f2fddce77ebd588ab\" tg-width=\"730\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/></p><p><b>Coal-fired power stations at Indonesia's National Power Company (PLN)</b></p><p><b>Why does Indonesia ban coal exports?</b></p><p>Indonesia's Ministry of Energy and Mineral Resources has temporarily banned coal exports from January 1 to 31, 2022, with the aim of ensuring the availability of coal stocks for domestic power plants.</p><p>The export ban is targeted at holders of a mining business licence (IUP) and a work contract for a coal mining company (PKP2B). The export ban comes after coal miners failed to meet so-called domestic market obligations.</p><p>Ridwan Jamaludin, director of the Ministry of Mines and Coal, said in a statement that the decline in coal supply could affect the more than 10 million customers of state power utility PT PLN (Perusahaan Listrik Negara, or PLN), both industry and general customers.</p><p>If the export ban is not enforced, it could result in outages at 20 coal-fired power stations with a capacity of 10.850 MW, he said.</p><p><img src=\"https://static.tigerbbs.com/aa692d8acd8878cdb6b44860d351a350\" tg-width=\"480\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p><b>From the historical coal sales data, it can be seen that the export volume has been larger than domestic sales</b></p><p>\"This could disrupt the stability of the national economy. When the supply of coal from the power plants is sufficient or returns to normal, we can export,\" Jamaluddin informed. \"We will evaluate it after January 5, 2022,\" he said.</p><p>Indonesia's National Power Company (PLN) coal supply has been below the obligated coal sales percentage of monthly domestic demand (DMO).</p><p><img src=\"https://static.tigerbbs.com/1cf88e98eda96867b4e35d148e5abc1c\" tg-width=\"535\" tg-height=\"334\" referrerpolicy=\"no-referrer\"/></p><p><b>Indonesia's domestic coal sales target achievement rate has been very low</b></p><p>By January 1, 2022, only 35,000 tonnes, or less than 1%, of the government's target of 5.1 million tonnes had been delivered. Monthly Domestic Demand (DMO) could not be met, thus contributing to a coal supply shortage for the National Power Company of Indonesia (PLN) at the end of 2021. This is undoubtedly the trigger of this ban on coal exports! The supply margin of safety for the Indonesian National Power Company (PLN) is greater than 20 days.</p><p><img src=\"https://static.tigerbbs.com/4247528af2f76b16bbc0f25b6b1d0022\" tg-width=\"469\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p><b>Is Indonesia's own major consumer of coal or power station</b></p><p>Pursuant to Ministerial Decision of the Ministry of Energy and Mineral Resources No. 139.K/HK.02/MEM.B/2021 issued by the Government of Indonesia, this decree stipulates the domestic demand (Domestic Market Obligation/DMO) percentage of coal sales of 25% of the planned annual coal production of each producer approved by the Government.</p><p>The decree also provides that in case of emergency, if domestic coal demand is not met, the Director of the Directorate of Minerals and Coal, on behalf of the Minister of Energy and Mineral Resources, may appoint IUP or IUPK or PKP2B holders or coal transportation and sale licenses to meet domestic coal demand.</p><p><img src=\"https://static.tigerbbs.com/4876dfa477d8ad9e71bc2c61fcf7c9d1\" tg-width=\"1080\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/></p><p><b>The English version of the bill is locked and cannot be downloaded</b></p><p><b>The impact of Indonesia's ban on coal exports</b></p><p>Indonesia is one of the largest producers and exporters of coal in the world. The country is a major exporter of thermal coal since it passed Australia in 2005. A significant portion of its exported thermal coal consists of medium-quality types (5100-6100 cal/g) and low-quality types (under 5100 cal/g), with significant demand coming from China and India.</p><p><img src=\"https://static.tigerbbs.com/eccda7b8262fc247c793e5bc4e8f14e6\" tg-width=\"670\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/></p><p><b>Percentage of Indonesia's Coal Export Value by Country in the First Half of 2021</b></p><p>Indonesian coal production is expected to be 609 million tonnes in 2021, up from last year's target of 550 million tonnes; With 435 million tonnes of exports (564 million tonnes of output in 2020 and 405 million tonnes of exports), it is the world's largest coal exporter. According to Bancosta statistics, the global sea shipment of coal (coking coal and thermal coal) in 2020 was 1.13 billion tons.</p><p>These types of coal are competitively priced in international markets due to Indonesia's abundant reserves of medium and low-quality coal (partly due to low labor wages in Indonesia). Recently, due to the weather in Indonesia, coal shipment was limited. In addition, after the increase of coal output in China, the price of thermal coal continued to decline in December. Under the dominance of the bearish market, the FOB price of Q3800 in Indonesia was quoted at 66 USD/ton.</p><p><img src=\"https://static.tigerbbs.com/b4e8079f2c01e9e59dbdd41953cdd5c7\" tg-width=\"1080\" tg-height=\"462\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Distribution map of coal resources in Indonesia</b></p><p>The main export destination countries for Indonesian coal are China, India, Japan and South Korea. At its peak, coal accounted for around 85% of the country's total mining revenue. Indonesia's strategic geographical location towards the huge emerging markets of China and India. Demand for inferior coal has skyrocketed in both countries as many new coal-fired power plants have been built to power their huge populations.</p><p><img src=\"https://static.tigerbbs.com/c1cc268a2eb92f22589a503691c4ba62\" tg-width=\"534\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Indonesia is not only the world's largest exporter of thermal coal, but also a major importer of thermal coal from China. Distribution of China's thermal coal importing countries from January to November 2021: Indonesia 75%, Russia 15%, Philippines 3%, South Africa 3%, Australia 2%, Colombia 1%, Mongolia 1%.</p><p>Due to the blockage of Australian coal, China has increased the import of Indonesian thermal coal. In the first 11 months, a total of 175.96 million tons of thermal coal (including anthracite, lignite, other bituminous coal and other coal) was imported from Indonesia, accounting for 72% of the national total import (245.232 million tons). Compared with the same period last year, this is an increase of 54%.</p><p><img src=\"https://static.tigerbbs.com/16fca7da2d5e6da34aa832f8dcb4dcc1\" tg-width=\"762\" tg-height=\"477\" referrerpolicy=\"no-referrer\"/></p><p>From the current point of view, Indonesia's ban on coal exports has only been one month, which has little impact on us overall. At present, the downstream inventory of the domestic thermal coal market is relatively sufficient as a whole, the terminal procurement demand is weak, and the price is weak.</p><p>Instead, Indonesia's national power company (PLN) demand for coal is on the rise.</p><p><img src=\"https://static.tigerbbs.com/b59b540ff4e2e68469b878d6c4af8abb\" tg-width=\"652\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p><b>It is predicted that the consumption of thermal coal by PLN will be increasingly strong</b></p><p>Indonesia has pledged to stop building new coal-fired power plants from 2023 and become carbon neutral by 2060. It is expected that in recent years, Indonesia will still face the situation that the external demand for coal resources is strong, so the domestic market cannot meet the demand.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/4556WgNHyDIvPZizSclRSQ\">扑克投资家</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/48f01dcad4a27005c7a91daf920e1c9d","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/4556WgNHyDIvPZizSclRSQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139273281","content_text":"2021年12月31日，印尼能矿部在一封信件中表示，为缓解当前煤炭供应紧缺问题，优先国内电力需求，自2022年1月1日至1月31日，印尼禁止煤炭出口，包括正在装的以及未装完的煤船，都应供给国家电厂。印尼国家电力公司（PLN）的燃煤发电站印尼缘何禁止煤炭出口？印度尼西亚能源和矿产资源部已于 2022 年 1 月 1 日至 31 日暂时禁止煤炭出口，目的是为了确保国内发电厂的煤炭库存可用。出口禁令的对象是采矿业务许可证 (IUP) 和煤矿公司工作合同 (PKP2B) 的持有者。该出口禁令是在煤矿企业未能满足所谓的国内市场义务之后实施的。矿业和煤炭部主任里德万·贾马鲁丁 (Ridwan Jamaludin) 在一份声明中表示，煤炭供应下降可能会影响国家电力公司 PT PLN (Perusahaan Listrik Negara，简称PLN) 的超过 1000 万客户（包含行业和普通用户）。他说，如果不执行出口禁令，可能会导致 20 个发电量达 10.850 兆瓦的燃煤发电站停电。从历史的煤炭销售数据及可看到出口量一直大于内销“这可能会扰乱国民经济的稳定。当发电厂的煤炭供应充足或恢复正常时，我们就可以出口，”贾马鲁丁告知。“我们将在 2022 年 1 月 5 日之后对其进行评估，”他说。印尼国家电力公司（PLN）的煤炭供应量一直低于每月国内需求（DMO）的义务煤炭销售百分比。印尼煤炭内销目标实现率一直很低到 2022 年 1 月 1 日，在政府设定的 510 万吨目标中，仅交付了 3.5 万吨，即不到 1%。每月国内需求（DMO）无法得到满足，因此导致了印尼国家电力公司（PLN）在 2021 年底出现煤炭供应短缺。这无疑是这场禁煤出口的导火索！印尼国家电力公司（PLN）的供应安全边际是大于20天。印尼本国对煤炭的消耗大户还是发电站根据印尼政府发布的第 139.K/HK.02/MEM.B/2021 号能源和矿产资源部部长决定，这项法令规定了政府批准的每个生产商计划年度煤炭产量的 25% 的国内需求（国内市场义务/DMO）煤炭销售百分比。该法令还规定，在紧急情况下，如果国内煤炭需求得不到满足，矿产和煤炭局局长代表能源和矿产资源部长可以任命 IUP 或 IUPK 或 PKP2B 持有人或煤炭运输和销售许可证，以满足国内煤炭需求。该法案的英文版被锁定，无法下载印尼禁止煤炭出口的影响印度尼西亚是世界上最大的煤炭生产国和出口国之一。自 2005 年超过澳大利亚以来，该国是动力煤的主要出口国。其出口动力煤的很大一部分包括中等质量类型（5100-6100 卡/克）和低质量类型（5100 卡/克以下），其中大量需求来自中国和印度。2021年上半年印尼煤炭出口金额分国别占比2021年印尼煤炭产量预计为6.09亿吨，高于去年的 5.5 亿吨产量目标；出口4.35亿吨（2020年产量为5.64亿吨，出口4.05亿吨），为世界第一大煤炭出口国。根据Bancosta统计，全球2020年煤炭（焦煤和动力煤）海运量为11.3亿吨。由于印尼中、低质煤储量丰富，这些类型的煤炭在国际市场上的价格具有竞争力（部分原因是印尼的劳动力工资低）。近期印尼受天气影响，煤炭装运受限，加之中国煤炭产量提升后，12月动力煤价格持续下行，市场看空情绪主导下，印尼Q3800 FOB价报至66美金/吨。印尼的煤炭资源分布图印尼煤炭的主要出口目的地国家是中国、印度、日本和韩国。在高峰时期，煤炭占国家采矿业总收入的 85% 左右。印尼面向中国和印度这两个巨大的新兴市场的战略地理位置。由于建造了许多新的燃煤发电厂来为其庞大的人口供电，这两个国家对劣质煤炭的需求猛增。印尼不仅是全球最大的动力煤出口国，也是中国动力煤的主要进口国。2021年1-11月我国动力煤进口国分布：印尼75%、俄罗斯15%、菲律宾3%、南非3%、澳大利亚2%、哥伦比亚1%、蒙古1%。由于澳大利亚煤炭受阻，我国加大了印尼动力煤进口力度，前11个月共计从印尼进口动力煤（含无烟、褐煤、其它烟煤及其它煤）1.7596亿吨，占全国进口总量（2.45232亿吨）的72%。与去年同期比，增幅54%。从目前来看，印尼禁止煤炭出口仅一个月，对我们总体影响不大。当前国内动力煤市场下游库存整体相对充足，终端采购需疲弱，价格弱势运行。反而印尼国家电力公司（PLN）对煤炭的需要呈增长趋势。据预测PLN对电煤的消耗越发强劲印尼已承诺从 2023 年起停止建设新的燃煤发电厂，并在 2060 年实现碳中和。预计近些年，印尼仍将面临煤炭资源外部需求强劲，从而国内市场无法满足需求的局面。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003454938,"gmtCreate":1641061515957,"gmtModify":1676533568512,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003454938","repostId":"1187394219","repostType":4,"isVote":1,"tweetType":1,"viewCount":3332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003454005,"gmtCreate":1641061504028,"gmtModify":1676533568513,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003454005","repostId":"1151040781","repostType":4,"repost":{"id":"1151040781","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641026066,"share":"https://ttm.financial/m/news/1151040781?lang=en_US&edition=fundamental","pubTime":"2022-01-01 16:34","market":"hk","language":"zh","title":"Li Auto delivered 90,491 total vehicles in 2021, up 177% year-on-year","url":"https://stock-news.laohu8.com/highlight/detail?id=1151040781","media":"老虎资讯综合","summary":"2022年1月1日，理想汽车公布2021年12月交付数据。2021年12月，理想汽车交付14,087辆理想ONE，同比2020年12月增长130.0%。2021年第四季度，理想ONE共交付35,221","content":"<p><html><head></head><body>On January 1, 2022, Li Auto announced its December 2021 delivery data. In December 2021, Li Auto delivered 14,087 Ideal ONEs, up 130.0% year-on-year from December 2020. In the fourth quarter of 2021, Ideal ONE delivered a total of 35,221 units, up 40.2% quarter-over-quarter in 2021 and 143.5% year-over-year in the fourth quarter of 2020. From January to December 2021, Ideal ONE delivered a total of 90,491 units, representing a year-on-year increase of 177.4% over 2020. Since delivery, cumulative deliveries of the Ideal ONE have reached 124,088 units.<img src=\"https://static.tigerbbs.com/79d3fbe2ab784aa259fb078efae6afd5\" tg-width=\"1126\" tg-height=\"1644\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>\"Ideal ONE delivered more than 14,000 units in December, another record delivery high. We thank every owner family from the bottom of our hearts for their trust and support in Li Auto. In December, we pushed OTA 3.0 software to all Ideal ONE owners, enhancing the car experience of every user again. Among them, the full-stack self-developed navigation assisted driving system allows more than 60,000 users to enjoy a safer and more convenient driving experience. In 2022, we will continue to provide you with safer, more convenient and more refined products and services. I hope that in the new year, Li Auto will grow with more families, create a mobile home and create a happy home. \" Shen Yanan, co-founder and president of Li Auto, said.</p><p>As of December 31, 2021, Li Auto had 206 retail centers across the country, covering 102 cities; There are 278 after-sales repair centers and authorized sheet spraying centers, covering 204 cities.</p><p></body></html></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>Li Auto delivered 90,491 total vehicles in 2021, up 177% year-on-year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLi Auto delivered 90,491 total vehicles in 2021, up 177% year-on-year\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-01-01 16:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On January 1, 2022, Li Auto announced its December 2021 delivery data. In December 2021, Li Auto delivered 14,087 Ideal ONEs, up 130.0% year-on-year from December 2020. In the fourth quarter of 2021, Ideal ONE delivered a total of 35,221 units, up 40.2% quarter-over-quarter in 2021 and 143.5% year-over-year in the fourth quarter of 2020. From January to December 2021, Ideal ONE delivered a total of 90,491 units, representing a year-on-year increase of 177.4% over 2020. Since delivery, cumulative deliveries of the Ideal ONE have reached 124,088 units.<img src=\"https://static.tigerbbs.com/79d3fbe2ab784aa259fb078efae6afd5\" tg-width=\"1126\" tg-height=\"1644\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>\"Ideal ONE delivered more than 14,000 units in December, another record delivery high. We thank every owner family from the bottom of our hearts for their trust and support in Li Auto. In December, we pushed OTA 3.0 software to all Ideal ONE owners, enhancing the car experience of every user again. Among them, the full-stack self-developed navigation assisted driving system allows more than 60,000 users to enjoy a safer and more convenient driving experience. In 2022, we will continue to provide you with safer, more convenient and more refined products and services. I hope that in the new year, Li Auto will grow with more families, create a mobile home and create a happy home. \" Shen Yanan, co-founder and president of Li Auto, said.</p><p>As of December 31, 2021, Li Auto had 206 retail centers across the country, covering 102 cities; There are 278 after-sales repair centers and authorized sheet spraying centers, covering 204 cities.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2869684faa12daf41c77713de7a0becf","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151040781","content_text":"2022年1月1日，理想汽车公布2021年12月交付数据。2021年12月，理想汽车交付14,087辆理想ONE，同比2020年12月增长130.0%。2021年第四季度，理想ONE共交付35,221辆，环比2021年第三季度增长40.2%，同比2020年第四季度增长143.5%。2021年1月至12月，理想ONE总计交付90,491辆，同比2020年增长177.4%。自交付以来，理想ONE累计交付量已达124,088辆。\"理想ONE在12月交付超过14,000辆，再创交付量新高。我们发自内心地感谢每一个车主家庭对理想汽车的信任和支持。在12月，我们向所有的理想ONE车主推送了OTA 3.0车机软件，让每一位用户的用车体验再次提升。其中全栈自研的导航辅助驾驶系统，让超过60,000位用户享受到更安全、更便捷的驾驶体验。2022年我们将持续为大家提供更安全、更便捷、更精致的产品和服务。希望新的一年中理想汽车伴随更多家庭一起成长，创造移动的家，创造幸福的家。”理想汽车联合创始人兼总裁沈亚楠说。截至2021年12月31日，理想汽车在全国已有206家零售中心，覆盖102个城市；售后维修中心及授权钣喷中心278家，覆盖204个城市。","news_type":1,"symbols_score_info":{"LI":0.9,"02015":0.9}},"isVote":1,"tweetType":1,"viewCount":3996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863520004,"gmtCreate":1632406770708,"gmtModify":1676530775216,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/863520004","repostId":"1117268117","repostType":4,"repost":{"id":"1117268117","kind":"news","pubTimestamp":1632406281,"share":"https://ttm.financial/m/news/1117268117?lang=en_US&edition=fundamental","pubTime":"2021-09-23 22:11","market":"us","language":"zh","title":"Together Education Technology's net income in the second quarter was 671 million yuan, reducing losses by 73% year-on-year","url":"https://stock-news.laohu8.com/highlight/detail?id=1117268117","media":"新浪科技","summary":"第二季度及上半年，一起教育科技旗下产品一起作业的MAU分别为1650万和1770万。","content":"<p>On the evening of September 23rd, Together Education Technology disclosed its financial report for the second quarter and first half of 2021. The financial report shows that in the second quarter of 2021,<a href=\"https://laohu8.com/S/YQ\">Education Technology Together</a>Net income of RMB671 million; Net income for the first half of the year was RMB1,145 million. The adjusted loss for the second quarter was RMB218 million, compared with RMB807 million for the first half of the year, representing a year-on-year decrease of approximately 73%.</p><p>According to the financial report, in the second quarter and the first half of the year, the MAU of products under education technology working together was 16.5 million and 17.7 million respectively. Together, Education Science and Technology has carried out in-depth cooperation with education systems in Beijing, Shanghai and other places on how to better implement the national \"double reduction\" goal and task by using information technology. Taking Shanghai Minhang education system as an example, Together Education Science and Technology participated in Minhang District's \"Based on<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The \"1258 Project\", which belongs to the data-driven large-scale teaching students according to their aptitude, has just been selected into the top ten typical cases of implementing \"double reduction\" issued by the General Office of the Ministry of Education.</p><p><img src=\"https://static.tigerbbs.com/dd002ee14dea702522545122ec79cee0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>","source":"sina_tech","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>Together Education Technology's net income in the second quarter was 671 million yuan, reducing losses by 73% year-on-year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTogether Education Technology's net income in the second quarter was 671 million yuan, reducing losses by 73% year-on-year\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪科技</strong><span class=\"h-time small\">2021-09-23 22:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On the evening of September 23rd, Together Education Technology disclosed its financial report for the second quarter and first half of 2021. The financial report shows that in the second quarter of 2021,<a href=\"https://laohu8.com/S/YQ\">Education Technology Together</a>Net income of RMB671 million; Net income for the first half of the year was RMB1,145 million. The adjusted loss for the second quarter was RMB218 million, compared with RMB807 million for the first half of the year, representing a year-on-year decrease of approximately 73%.</p><p>According to the financial report, in the second quarter and the first half of the year, the MAU of products under education technology working together was 16.5 million and 17.7 million respectively. Together, Education Science and Technology has carried out in-depth cooperation with education systems in Beijing, Shanghai and other places on how to better implement the national \"double reduction\" goal and task by using information technology. Taking Shanghai Minhang education system as an example, Together Education Science and Technology participated in Minhang District's \"Based on<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The \"1258 Project\", which belongs to the data-driven large-scale teaching students according to their aptitude, has just been selected into the top ten typical cases of implementing \"double reduction\" issued by the General Office of the Ministry of Education.</p><p><img src=\"https://static.tigerbbs.com/dd002ee14dea702522545122ec79cee0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/tech/2021-09-23/doc-iktzqtyt7703031.shtml\">新浪科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/83ebbbb2e96e5ec6f1922e1620b6b193","relate_stocks":{"YQ":"一起教育科技"},"source_url":"https://finance.sina.com.cn/tech/2021-09-23/doc-iktzqtyt7703031.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117268117","content_text":"9月23日晚间消息，一起教育科技披露2021年第二季度及上半年财报。财报显示，2021年二季度，一起教育科技净收入6.71亿元人民币；上半年度净收入则为11.45亿元人民币。第二季度经调整后亏损为2.18亿元人民币，上半年度则为8.07亿元人民币，同比减亏约73%。\n财报显示，第二季度及上半年，一起教育科技旗下产品一起作业的MAU分别为1650万和1770万。一起教育科技与北京、上海等多地的教育系统在如何利用信息化手段更好落实国家“双减”目标任务方面进行深入合作。以上海闵行教育系统为例，一起教育科技参与了闵行区“基于智能作业的精准教学与自适应学习系统”等项目的建设，而该系统所属的数据驱动下大规模因材施教“1258工程“，刚刚入选了教育部办公厅印发的落实“双减”十大典型案例。","news_type":1,"symbols_score_info":{"YQ":0.9}},"isVote":1,"tweetType":1,"viewCount":3586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869776456,"gmtCreate":1632325464875,"gmtModify":1676530754380,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/869776456","repostId":"1178495501","repostType":4,"repost":{"id":"1178495501","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632323511,"share":"https://ttm.financial/m/news/1178495501?lang=en_US&edition=fundamental","pubTime":"2021-09-22 23:11","market":"us","language":"zh","title":"Zhonggui Education Stocks Collectively Pull Up, Gaotu Rises Over 18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1178495501","media":"老虎资讯综合","summary":"9月22日(周三)，中概在线教育股整体走高，截至发稿，高途涨超18%，新东方、好未来涨近7%，有道涨超4%。\n\n消息面上，截至2021年6月30日第二季度，高途实现收入22.323亿元人民币，同比增长","content":"<p>On September 22nd (Wednesday), China's online education stocks rose as a whole. As of press time,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>It rose by more than 18%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>It rose by nearly 7%, and Youdao rose by more than 4%.</p><p><img src=\"https://static.tigerbbs.com/e351e1e58310e4905ead5d22f4f1e1ac\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>On the news front, as of the second quarter ended June 30, 2021, Gaotu achieved revenue of RMB 2,232.3 million, representing a year-on-year increase of 35.3%; Cash income amounted to RMB2,694.7 million, representing a year-on-year increase of 12.2%; The number of regular-priced courses paid was 1,631,000, representing a year-on-year increase of 4.1%.</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>Zhonggui Education Stocks Collectively Pull Up, Gaotu Rises Over 18%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZhonggui Education Stocks Collectively Pull Up, Gaotu Rises Over 18%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-22 23:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On September 22nd (Wednesday), China's online education stocks rose as a whole. As of press time,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>It rose by more than 18%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>It rose by nearly 7%, and Youdao rose by more than 4%.</p><p><img src=\"https://static.tigerbbs.com/e351e1e58310e4905ead5d22f4f1e1ac\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>On the news front, as of the second quarter ended June 30, 2021, Gaotu achieved revenue of RMB 2,232.3 million, representing a year-on-year increase of 35.3%; Cash income amounted to RMB2,694.7 million, representing a year-on-year increase of 12.2%; The number of regular-priced courses paid was 1,631,000, representing a year-on-year increase of 4.1%.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c2944aef3f5f6171911078376d76bfa8","relate_stocks":{"GOTU":"高途"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178495501","content_text":"9月22日(周三)，中概在线教育股整体走高，截至发稿，高途涨超18%，新东方、好未来涨近7%，有道涨超4%。\n\n消息面上，截至2021年6月30日第二季度，高途实现收入22.323亿元人民币，同比增长35.3%；现金收入26.947亿元人民币，同比增长12.2%；正价课付费人次1,631,000，同比增长4.1%。","news_type":1,"symbols_score_info":{"GOTU":0.9}},"isVote":1,"tweetType":1,"viewCount":3979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860809144,"gmtCreate":1632149288388,"gmtModify":1676530711909,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/860809144","repostId":"1136624764","repostType":4,"repost":{"id":"1136624764","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632148965,"share":"https://ttm.financial/m/news/1136624764?lang=en_US&edition=fundamental","pubTime":"2021-09-20 22:42","market":"us","language":"zh","title":"Didi Chuxing: Rumors about Didi's management change are false information","url":"https://stock-news.laohu8.com/highlight/detail?id=1136624764","media":"老虎资讯综合","summary":"9月20日电，滴滴出行在官方微博上表示，滴滴目前正积极全面配合网络安全审查，路透社关于滴滴管理层变动的传言为不实信息，就某些媒体多次针对滴滴恶意造谣传谣的行为，我们表示强烈谴责并保留采取一切法律措施追","content":"<p>September 20,<a href=\"https://laohu8.com/S/DIDI\">Didi</a>Travel said on the official Weibo that Didi is currently actively and fully cooperating with the network security review. Reuters' rumors about Didi's management changes are false information. We strongly condemn and reserve the right to take all legal measures to pursue its tort liability for some media's repeated malicious rumors against Didi.</p><p><img src=\"https://static.tigerbbs.com/ef26137d9614486a8700620aac8a13ff\" tg-width=\"911\" tg-height=\"279\" width=\"100%\" height=\"auto\"></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>Didi Chuxing: Rumors about Didi's management change are false information</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDidi Chuxing: Rumors about Didi's management change are false information\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-20 22:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>September 20,<a href=\"https://laohu8.com/S/DIDI\">Didi</a>Travel said on the official Weibo that Didi is currently actively and fully cooperating with the network security review. Reuters' rumors about Didi's management changes are false information. We strongly condemn and reserve the right to take all legal measures to pursue its tort liability for some media's repeated malicious rumors against Didi.</p><p><img src=\"https://static.tigerbbs.com/ef26137d9614486a8700620aac8a13ff\" tg-width=\"911\" tg-height=\"279\" width=\"100%\" height=\"auto\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5ea7ede672eda39f3803f5271d88222","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136624764","content_text":"9月20日电，滴滴出行在官方微博上表示，滴滴目前正积极全面配合网络安全审查，路透社关于滴滴管理层变动的传言为不实信息，就某些媒体多次针对滴滴恶意造谣传谣的行为，我们表示强烈谴责并保留采取一切法律措施追究其侵权责任的权利。","news_type":1,"symbols_score_info":{"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":3761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887633283,"gmtCreate":1632024699442,"gmtModify":1676530688895,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/887633283","repostId":"1131422564","repostType":4,"repost":{"id":"1131422564","kind":"news","pubTimestamp":1632022269,"share":"https://ttm.financial/m/news/1131422564?lang=en_US&edition=fundamental","pubTime":"2021-09-19 11:31","market":"us","language":"zh","title":"Apple's first folding phone in 2023 with stylus support, media says","url":"https://stock-news.laohu8.com/highlight/detail?id=1131422564","media":"TechWeb","summary":"目前苹果正与LG Display开发可折叠面板。","content":"<p>Author: Hailan</p><p>September 19 news, according to foreign media reports, in<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>After Huawei and other manufacturers launched a number of foldable smartphones, the outside world is also paying attention to the current dominant market of high-end smartphones<a href=\"https://laohu8.com/S/AAPL\">Apple</a>When will the foldable iPhone be launched.</p><p><img src=\"https://static.tigerbbs.com/95569d6ba89f78cec2d1890eb3c64893\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p><p>For the foldable iPhone, there have been previous reports. In November last year, it was reported that Apple had sent samples of foldable iPhones to Foxconn, a foundry, for testing, mainly to test the durability of key screen parts and foldable parts. At the beginning of January this year, it was reported that the foldable iPhone sample sent by Apple to Foxconn had passed the first test, that is, the assembly quality control inspection.</p><p>The latest report from foreign media shows that,<b>The foldable iPhone that Apple is working on is expected to launch in 2023, which is two years later.</b></p><p>Foreign media also mentioned in the report that Apple's foldable iPhone will be similar to Samsung's Galaxy Z Flip and will support stylus.</p><p>For Apple's foldable iPhone, Ming-Chi Kuo, an analyst with high accuracy in Apple's product forecast, also had related expectations in March this year. At that time, he expected Apple to solve the technical problems of foldable iPhone production this year, and it is expected to launch a foldable iPhone with a screen of 7.5 inches to 8 inches in two years.</p>","source":"Techweb","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's first folding phone in 2023 with stylus support, media says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's first folding phone in 2023 with stylus support, media says\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TechWeb</strong><span class=\"h-time small\">2021-09-19 11:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Hailan</p><p>September 19 news, according to foreign media reports, in<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>After Huawei and other manufacturers launched a number of foldable smartphones, the outside world is also paying attention to the current dominant market of high-end smartphones<a href=\"https://laohu8.com/S/AAPL\">Apple</a>When will the foldable iPhone be launched.</p><p><img src=\"https://static.tigerbbs.com/95569d6ba89f78cec2d1890eb3c64893\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p><p>For the foldable iPhone, there have been previous reports. In November last year, it was reported that Apple had sent samples of foldable iPhones to Foxconn, a foundry, for testing, mainly to test the durability of key screen parts and foldable parts. At the beginning of January this year, it was reported that the foldable iPhone sample sent by Apple to Foxconn had passed the first test, that is, the assembly quality control inspection.</p><p>The latest report from foreign media shows that,<b>The foldable iPhone that Apple is working on is expected to launch in 2023, which is two years later.</b></p><p>Foreign media also mentioned in the report that Apple's foldable iPhone will be similar to Samsung's Galaxy Z Flip and will support stylus.</p><p>For Apple's foldable iPhone, Ming-Chi Kuo, an analyst with high accuracy in Apple's product forecast, also had related expectations in March this year. At that time, he expected Apple to solve the technical problems of foldable iPhone production this year, and it is expected to launch a foldable iPhone with a screen of 7.5 inches to 8 inches in two years.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.techweb.com.cn/world/2021-09-19/2858154.shtml\">TechWeb</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b95f4db484e190b0b606d702f9cb7b7e","relate_stocks":{"AAPL":"苹果"},"source_url":"http://www.techweb.com.cn/world/2021-09-19/2858154.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131422564","content_text":"作者：海蓝\n9月19日消息，据国外媒体报道，在三星华为等厂商推出多款可折叠的智能手机之后，外界也在关注目前高端智能手机市场霸主的苹果，会在何时推出可折叠iPhone。\n\n对于可折叠iPhone，此前也曾有过报道。去年11月份，曾有报道称，苹果已经将可折叠iPhone的样品，送至代工商富士康进行测试，主要对屏幕关键零部件和折叠部件的耐用性进行测试。而在今年1月初，又有报道称苹果送往富士康的可折叠iPhone样品，已经通过了第一项测试，也就是组装质量控制检查。\n而外媒最新的报道显示，苹果正在研发的可折叠iPhone，有望在2023年推出，也就是两年之后就将问世。\n外媒在报道中还提到，苹果将推出的可折叠iPhone，将类似于三星的Galaxy Z Flip，将支持手写笔。\n对于苹果的可折叠iPhone，在苹果产品预测方面有很高准确性的分析师郭明錤，今年3月份也曾有过相关的预期。当时他预计苹果在今年能解决可折叠iPhone在生产方面的技术问题，有望在两年之后推出屏幕为7.5英寸到8英寸的可折叠iPhone。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887300841,"gmtCreate":1631968946783,"gmtModify":1676530679886,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/887300841","repostId":"1100031374","repostType":4,"repost":{"id":"1100031374","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631587259,"share":"https://ttm.financial/m/news/1100031374?lang=en_US&edition=fundamental","pubTime":"2021-09-14 10:40","market":"sg","language":"zh","title":"Reminder: The Mid-Autumn Festival closure arrangement is here! Hong Kong stocks are closed on the 22nd","url":"https://stock-news.laohu8.com/highlight/detail?id=1100031374","media":"老虎资讯综合","summary":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n\n\n9月22日（周三）休市。9月23日（周四）起照常开市。\n\n\nA股：\n\n\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n\n\n美股、英股、澳股、新加坡股市照常交易。\n\n\n沪股通和深股通：\n\n\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n\n\n港股通：\n\n\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","content":"<p>The 2021 Mid-Autumn Festival holiday is upon us! The closure arrangements for each of the major markets are as follows:<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>Hong Kong stocks:</b></p><p>Closed on Wednesday, September 22. The market will open as usual from September 23rd (Thursday).</p><p><b>A shares:</b></p><p>Closed from Monday, September 20th to Tuesday, September 21st. The market will open as usual from September 22nd (Wednesday).</p><p><b>US stocks, UK stocks, Australian stocks and Singapore stocks traded as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Closed from Friday, September 17 to Wednesday, September 22. It will be open as usual from Thursday, September 23rd.</p><p><b>Hong Kong Stock Connect:</b></p><p>Closed Thursday, Sept. 16 through Wednesday, Sept. 22. It will be open as usual from Thursday, September 23rd.</p><p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" 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>Reminder: The Mid-Autumn Festival closure arrangement is here! Hong Kong stocks are closed on the 22nd</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: The Mid-Autumn Festival closure arrangement is here! Hong Kong stocks are closed on the 22nd\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-14 10:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The 2021 Mid-Autumn Festival holiday is upon us! The closure arrangements for each of the major markets are as follows:<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>Hong Kong stocks:</b></p><p>Closed on Wednesday, September 22. The market will open as usual from September 23rd (Thursday).</p><p><b>A shares:</b></p><p>Closed from Monday, September 20th to Tuesday, September 21st. The market will open as usual from September 22nd (Wednesday).</p><p><b>US stocks, UK stocks, Australian stocks and Singapore stocks traded as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Closed from Friday, September 17 to Wednesday, September 22. It will be open as usual from Thursday, September 23rd.</p><p><b>Hong Kong Stock Connect:</b></p><p>Closed Thursday, Sept. 16 through Wednesday, Sept. 22. It will be open as usual from Thursday, September 23rd.</p><p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100031374","content_text":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n9月22日（周三）休市。9月23日（周四）起照常开市。\nA股：\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n美股、英股、澳股、新加坡股市照常交易。\n沪股通和深股通：\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n港股通：\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884824789,"gmtCreate":1631881296641,"gmtModify":1676530660267,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/884824789","repostId":"1116445271","repostType":4,"repost":{"id":"1116445271","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631880907,"share":"https://ttm.financial/m/news/1116445271?lang=en_US&edition=fundamental","pubTime":"2021-09-17 20:15","market":"us","language":"zh","title":"Pre-market: Alert! How will the market react when the \"Four Witches Day\" strikes?","url":"https://stock-news.laohu8.com/highlight/detail?id=1116445271","media":"老虎资讯综合","summary":"9月17日，美股三大股指期货震荡走低，截至发稿，道指期货跌0.17%；标普500指数期货跌0.2%；纳斯达克100指数期货跌0.16%。\n\n今晚将迎来每季度一轮的“四巫日”，届时将有约1.5万亿的标普","content":"<p>On September 17th, the futures of the three major U.S. stock indexes fluctuated lower. As of press time, the Dow futures fell by 0.17%; S&P 500 futures fell 0.2%; Nasdaq 100 futures fell 0.16%.</p><p><img src=\"https://static.tigerbbs.com/4a9952524d48cc98283d64404cd739cb\" tg-width=\"385\" tg-height=\"179\" referrerpolicy=\"no-referrer\"></p><p>Tonight will usher in a quarterly round of \"Four Witches Day\", when about 1.5 trillion S&P 500 Index (SPX) options will expire, and 1.4 trillion USD-denominated options will expire at the close of the market today, including the second largest single stock options except January. According to the past, market volatility tends to rise during the Four Witch Day.</p><p><b>Premarket Quotes</b></p><p>Most popular Chinese stocks rose before the market,<a href=\"https://laohu8.com/S/BEKE\">Shell</a>rose by more than 3%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>rose by more than 2%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/DIDI\">Didi</a>Both rose more than 1%</p><p><a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>It rose by more than 13% before the market. It was previously granted accelerated approval by the US FDA, and it has closed up for 5 consecutive trading days;</p><p><a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It rose by more than 3% before the market, and the company announced that the monthly activity exceeded 100 million. At the same time<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It will be officially included in the FTSE Global Equity Index-China Index, including the FTSE Mid-Cap Index, the Global Market Index, the Full Market Index and the Complete Full Market Index on 17 September 2021, effective after the market closes on that day;</p><p>Electric vehicle manufacturers<a href=\"https://laohu8.com/S/LCID\">Lucid Group</a>It rose nearly 6% before the market, after Lucid Air Dream won a 520-mile EPA endurance rating; In addition, the latest report from Bank of America gave the American electric vehicle maker a rating of \"Buy\" with a price target of $30;</p><p>Biotech Corp.<a href=\"https://laohu8.com/S/ABCL\">AbCellera Biologics</a>Up nearly 15% premarket, the U.S. Food and Drug Administration expanded the company's emergency use authorization for Bamlanivimab and Etesevimab for prevention after exposure to COVID-19;</p><p><a href=\"https://laohu8.com/S/IVZ\">Invesco Group</a>It rose nearly 5% premarket on reports that the company is in talks with<a href=\"https://laohu8.com/S/STT\">State Street Corp</a>Combination of asset management business;</p><p>Oil and Gas Companies<a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a>It rose more than 3% before the market, after saying it would speed up the return of capital to shareholders and launch a share repurchase program.</p><p><b>European market</b></p><p>Most major European stock indexes fell. As of press time, Germany's DAX30 index fell 0.54%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>down 0.09%, and France's CAC40 fell 0.15%.</p><p><img src=\"https://static.tigerbbs.com/92d125b3b507aafaacb674ace9a2a803\" tg-width=\"816\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p><p><b>crude oil</b></p><p>Crude oil futures fell during the day. As of press time, WTI crude oil fell by 0.62% to $72.16/barrel; Brent crude oil fell 0.45% to $75.33/barrel.</p><p>After two hurricanes, more production facilities in the U.S. Gulf of Mexico have restarted. But both major crude futures have gained more than 3% cumulatively this week as production recovery looks to be lagging demand. Saudi Arabia's crude oil exports rose in July to the highest since January, also depressing oil prices.</p><p><img src=\"https://static.tigerbbs.com/16b9584d0486d938b873a8aff6de63f2\" tg-width=\"889\" tg-height=\"821\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c4844e5a2e041c2539959eb62123b04e\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p><p><b>Gold</b></p><p>The intraday gain of gold futures narrowed. As of press time, it rose by 0.16% to $1,759.5/oz.</p><p>The unexpected increase in U.S. retail sales in August announced overnight heated up expectations that the Federal Reserve may taper stimulus measures ahead of schedule.</p><p><img src=\"https://static.tigerbbs.com/7060c631d987c524dfb059e2ba32ef9d\" tg-width=\"889\" tg-height=\"822\" 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>Pre-market: Alert! How will the market react when the \"Four Witches Day\" strikes?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-market: Alert! How will the market react when the \"Four Witches Day\" strikes?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-17 20:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On September 17th, the futures of the three major U.S. stock indexes fluctuated lower. As of press time, the Dow futures fell by 0.17%; S&P 500 futures fell 0.2%; Nasdaq 100 futures fell 0.16%.</p><p><img src=\"https://static.tigerbbs.com/4a9952524d48cc98283d64404cd739cb\" tg-width=\"385\" tg-height=\"179\" referrerpolicy=\"no-referrer\"></p><p>Tonight will usher in a quarterly round of \"Four Witches Day\", when about 1.5 trillion S&P 500 Index (SPX) options will expire, and 1.4 trillion USD-denominated options will expire at the close of the market today, including the second largest single stock options except January. According to the past, market volatility tends to rise during the Four Witch Day.</p><p><b>Premarket Quotes</b></p><p>Most popular Chinese stocks rose before the market,<a href=\"https://laohu8.com/S/BEKE\">Shell</a>rose by more than 3%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>rose by more than 2%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/DIDI\">Didi</a>Both rose more than 1%</p><p><a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>It rose by more than 13% before the market. It was previously granted accelerated approval by the US FDA, and it has closed up for 5 consecutive trading days;</p><p><a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It rose by more than 3% before the market, and the company announced that the monthly activity exceeded 100 million. At the same time<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It will be officially included in the FTSE Global Equity Index-China Index, including the FTSE Mid-Cap Index, the Global Market Index, the Full Market Index and the Complete Full Market Index on 17 September 2021, effective after the market closes on that day;</p><p>Electric vehicle manufacturers<a href=\"https://laohu8.com/S/LCID\">Lucid Group</a>It rose nearly 6% before the market, after Lucid Air Dream won a 520-mile EPA endurance rating; In addition, the latest report from Bank of America gave the American electric vehicle maker a rating of \"Buy\" with a price target of $30;</p><p>Biotech Corp.<a href=\"https://laohu8.com/S/ABCL\">AbCellera Biologics</a>Up nearly 15% premarket, the U.S. Food and Drug Administration expanded the company's emergency use authorization for Bamlanivimab and Etesevimab for prevention after exposure to COVID-19;</p><p><a href=\"https://laohu8.com/S/IVZ\">Invesco Group</a>It rose nearly 5% premarket on reports that the company is in talks with<a href=\"https://laohu8.com/S/STT\">State Street Corp</a>Combination of asset management business;</p><p>Oil and Gas Companies<a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a>It rose more than 3% before the market, after saying it would speed up the return of capital to shareholders and launch a share repurchase program.</p><p><b>European market</b></p><p>Most major European stock indexes fell. As of press time, Germany's DAX30 index fell 0.54%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>down 0.09%, and France's CAC40 fell 0.15%.</p><p><img src=\"https://static.tigerbbs.com/92d125b3b507aafaacb674ace9a2a803\" tg-width=\"816\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p><p><b>crude oil</b></p><p>Crude oil futures fell during the day. As of press time, WTI crude oil fell by 0.62% to $72.16/barrel; Brent crude oil fell 0.45% to $75.33/barrel.</p><p>After two hurricanes, more production facilities in the U.S. Gulf of Mexico have restarted. But both major crude futures have gained more than 3% cumulatively this week as production recovery looks to be lagging demand. Saudi Arabia's crude oil exports rose in July to the highest since January, also depressing oil prices.</p><p><img src=\"https://static.tigerbbs.com/16b9584d0486d938b873a8aff6de63f2\" tg-width=\"889\" tg-height=\"821\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c4844e5a2e041c2539959eb62123b04e\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p><p><b>Gold</b></p><p>The intraday gain of gold futures narrowed. As of press time, it rose by 0.16% to $1,759.5/oz.</p><p>The unexpected increase in U.S. retail sales in August announced overnight heated up expectations that the Federal Reserve may taper stimulus measures ahead of schedule.</p><p><img src=\"https://static.tigerbbs.com/7060c631d987c524dfb059e2ba32ef9d\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SSO":"2倍做多标普500ETF-ProShares","DUG":"二倍做空石油与天然气ETF(ProShares)",".DJI":"道琼斯","USO":"美国原油ETF","DDG":"ProShares做空石油与天然气ETF","OEX":"标普100","SPXU":"三倍做空标普500ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","DWT":"三倍做空原油ETN",".SPX":"S&P 500 Index","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","UCO":"二倍做多彭博原油ETF",".IXIC":"NASDAQ Composite","SCO":"二倍做空彭博原油指数ETF","IVV":"标普500ETF-iShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116445271","content_text":"9月17日，美股三大股指期货震荡走低，截至发稿，道指期货跌0.17%；标普500指数期货跌0.2%；纳斯达克100指数期货跌0.16%。\n\n今晚将迎来每季度一轮的“四巫日”，届时将有约1.5万亿的标普500指数(SPX)期权到期，以及1.4万亿以美元为标的各种期权将于今日收市时到期，其中包括了除一月外第二大量级的单只个股期权。根据以往来看，四巫日期间，市场波动性往往会上升。\n盘前行情\n热门中概股盘前多数走高，贝壳涨超3%，哔哩哔哩涨超2%，阿里巴巴、拼多多、京东、百度、新东方、滴滴均涨超1%\n百济神州盘前涨超13%，此前获美国FDA授予百悦泽加速批准，已连续收涨5个交易日；\n知乎盘前涨超3%，公司宣布月活破亿，同时，知乎将于2021年9月17日正式纳入富时全球股票指数—中国指数，包括富时中盘股指数、环球市场指数、全市场指数以及完整全市场指数，当日收市后生效；\n电动汽车制造商Lucid Group盘前涨近6%，此前Lucid Air Dream拿下520英里EPA续航评定；此外，美银最新报告，给与这家美国电动汽车制造商的评级为“买入”，目标价为30美元；\n生物技术公司AbCellera Biologics盘前涨近15%，美国食品药品监督管理局扩大了该公司Bamlanivimab和Etesevimab的紧急使用授权，用于接触新冠病毒后的预防；\n美国景顺集团盘前涨近5%，报道称公司正在洽谈与道富银行的资产管理业务合并；\n石油天然气公司Diamondback Energy盘前涨超3%，此前表示将加快向股东返还资本并启动股票回购计划。\n欧洲市场\n欧洲主要股指多数下跌，截至发稿，德国DAX30指数跌0.54%，英国富时100跌0.09%、法国CAC40跌0.15%。\n\n原油\n原油期货日内走低，截止发稿，WTI原油跌0.62%，报72.16美元/桶；布伦特原油跌0.45%，报75.33美元/桶。\n因在两次飓风过后，美国墨西哥湾更多生产设施重启。但由于产量恢复看起来落后于需求，两大原油期货本周累计涨幅都超过3%。沙特阿拉伯7月原油出口量上升至1月来最高，也压低了油价。\n\n黄金\n黄金期货日内涨幅缩窄，截止发稿，涨0.16%，报1759.5美元/盎司。\n隔夜公布的美国8月零售销售意外增长，令市场对美联储可能提前缩减刺激措施的预期升温。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SSO":0.9,"IVV":0.9,".DJI":0.9,"SCO":0.9,"SPXU":0.9,"DUG":0.9,"UPRO":0.9,"USO":0.9,".SPX":0.9,"DDG":0.9,"DWT":0.9,"OEF":0.9,"ESmain":0.9,"OEX":0.9,"BZmain":0.9,"SDS":0.9,".IXIC":0.9,"UWTIF":0.9,"UCO":0.9,"QMmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885648927,"gmtCreate":1631791100269,"gmtModify":1676530636342,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/885648927","repostId":"1100031374","repostType":4,"repost":{"id":"1100031374","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631587259,"share":"https://ttm.financial/m/news/1100031374?lang=en_US&edition=fundamental","pubTime":"2021-09-14 10:40","market":"sg","language":"zh","title":"Reminder: The Mid-Autumn Festival closure arrangement is here! Hong Kong stocks are closed on the 22nd","url":"https://stock-news.laohu8.com/highlight/detail?id=1100031374","media":"老虎资讯综合","summary":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n\n\n9月22日（周三）休市。9月23日（周四）起照常开市。\n\n\nA股：\n\n\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n\n\n美股、英股、澳股、新加坡股市照常交易。\n\n\n沪股通和深股通：\n\n\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n\n\n港股通：\n\n\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","content":"<p>The 2021 Mid-Autumn Festival holiday is upon us! The closure arrangements for each of the major markets are as follows:<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>Hong Kong stocks:</b></p><p>Closed on Wednesday, September 22. The market will open as usual from September 23rd (Thursday).</p><p><b>A shares:</b></p><p>Closed from Monday, September 20th to Tuesday, September 21st. The market will open as usual from September 22nd (Wednesday).</p><p><b>US stocks, UK stocks, Australian stocks and Singapore stocks traded as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Closed from Friday, September 17 to Wednesday, September 22. It will be open as usual from Thursday, September 23rd.</p><p><b>Hong Kong Stock Connect:</b></p><p>Closed Thursday, Sept. 16 through Wednesday, Sept. 22. It will be open as usual from Thursday, September 23rd.</p><p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" 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>Reminder: The Mid-Autumn Festival closure arrangement is here! Hong Kong stocks are closed on the 22nd</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: The Mid-Autumn Festival closure arrangement is here! Hong Kong stocks are closed on the 22nd\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-14 10:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The 2021 Mid-Autumn Festival holiday is upon us! The closure arrangements for each of the major markets are as follows:<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>Hong Kong stocks:</b></p><p>Closed on Wednesday, September 22. The market will open as usual from September 23rd (Thursday).</p><p><b>A shares:</b></p><p>Closed from Monday, September 20th to Tuesday, September 21st. The market will open as usual from September 22nd (Wednesday).</p><p><b>US stocks, UK stocks, Australian stocks and Singapore stocks traded as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Closed from Friday, September 17 to Wednesday, September 22. It will be open as usual from Thursday, September 23rd.</p><p><b>Hong Kong Stock Connect:</b></p><p>Closed Thursday, Sept. 16 through Wednesday, Sept. 22. It will be open as usual from Thursday, September 23rd.</p><p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100031374","content_text":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n9月22日（周三）休市。9月23日（周四）起照常开市。\nA股：\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n美股、英股、澳股、新加坡股市照常交易。\n沪股通和深股通：\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n港股通：\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882193771,"gmtCreate":1631665402293,"gmtModify":1676530602762,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/882193771","repostId":"2167554998","repostType":4,"repost":{"id":"2167554998","kind":"news","pubTimestamp":1631664843,"share":"https://ttm.financial/m/news/2167554998?lang=en_US&edition=fundamental","pubTime":"2021-09-15 08:14","market":"us","language":"zh","title":"Google was heavily fined by South Korea for allegedly abusing market dominance","url":"https://stock-news.laohu8.com/highlight/detail?id=2167554998","media":"新华社","summary":"新华社首尔9月14日电 韩国公平交易委员会14日宣布，因谷歌涉嫌滥用市场支配地位，决定对其处以2074亿韩元罚款。谷歌这一行为反映了其滥用市场支配地位限制手机操作系统市场的竞争。该法案禁止手机应用商店运营商强制要求应用开发者使用前者指定的支付系统，并允许韩国政府对应用商店运营商进行调查以保护用户权益。","content":"<p>Xinhua News Agency, Seoul, Sept. 14 (Reporter Lu Rui Du Baiyu) The Korean Fair Trade Commission announced on the 14th that<a href=\"https://laohu8.com/S/GOOG\">Google</a>It decided to impose a fine of 207.4 billion won (about $177 million) on it for allegedly abusing its dominant market position.</p><p>The Korean Fair Trade Commission issued a statement that same day, saying that Google obstructed<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>And other handset manufacturers making phones equipped with customized versions of the Android mobile operating system, restricting the entry of operating systems developed by their competitors to the market, while curbing innovation.</p><p>Google mandated \"anti-fragmentation agreements\" for phone manufacturers when signing agreements with them for app store licensing and prior access to operating systems, the statement said. The agreement stipulates that mobile phone manufacturers cannot directly develop customized versions of the Android operating system, nor can they produce mobile phones with such systems. Google's actions reflect its abuse of market dominance to limit competition in the mobile operating system market.</p><p>According to the Korea Fair Trade Commission, the significance of this fine against Google is to provide an opportunity to reshape the competitive order of mobile operating system and application market in the future, which will be conducive to the introduction of more innovative devices and services.</p><p>According to media reports, on the same day, the amendment to South Korea's Telecom Business Law officially came into effect. The bill prohibits mobile app store operators from mandating app developers to use the payment system designated by the former, and allows the South Korean government to investigate app store operators to protect users' rights and interests.</p>","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>Google was heavily fined by South Korea for allegedly abusing market dominance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoogle was heavily fined by South Korea for allegedly abusing market dominance\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新华社</strong><span class=\"h-time small\">2021-09-15 08:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Xinhua News Agency, Seoul, Sept. 14 (Reporter Lu Rui Du Baiyu) The Korean Fair Trade Commission announced on the 14th that<a href=\"https://laohu8.com/S/GOOG\">Google</a>It decided to impose a fine of 207.4 billion won (about $177 million) on it for allegedly abusing its dominant market position.</p><p>The Korean Fair Trade Commission issued a statement that same day, saying that Google obstructed<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>And other handset manufacturers making phones equipped with customized versions of the Android mobile operating system, restricting the entry of operating systems developed by their competitors to the market, while curbing innovation.</p><p>Google mandated \"anti-fragmentation agreements\" for phone manufacturers when signing agreements with them for app store licensing and prior access to operating systems, the statement said. The agreement stipulates that mobile phone manufacturers cannot directly develop customized versions of the Android operating system, nor can they produce mobile phones with such systems. Google's actions reflect its abuse of market dominance to limit competition in the mobile operating system market.</p><p>According to the Korea Fair Trade Commission, the significance of this fine against Google is to provide an opportunity to reshape the competitive order of mobile operating system and application market in the future, which will be conducive to the introduction of more innovative devices and services.</p><p>According to media reports, on the same day, the amendment to South Korea's Telecom Business Law officially came into effect. The bill prohibits mobile app store operators from mandating app developers to use the payment system designated by the former, and allows the South Korean government to investigate app store operators to protect users' rights and interests.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109142324037d52d9fb&s=b\">新华社</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dc2177e2e368b578bdaa674f65ce2424","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109142324037d52d9fb&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2167554998","content_text":"新华社首尔9月14日电（记者陆睿 杜白羽）韩国公平交易委员会14日宣布，因谷歌涉嫌滥用市场支配地位，决定对其处以2074亿韩元（约合1.77亿美元）罚款。\n韩国公平交易委员会当天发表声明说，谷歌阻碍三星等手机制造商生产搭载定制版安卓手机操作系统的手机，限制其竞争对手开发的操作系统进入市场，同时遏制了创新。\n声明说，谷歌在与手机制造商就应用商店许可和操作系统事先使用权签署协议时，强制要求手机制造商签署“反碎片化协议”。该协议规定，手机制造商不可直接开发安卓操作系统的定制版本，其生产的手机也不可搭载此类系统。谷歌这一行为反映了其滥用市场支配地位限制手机操作系统市场的竞争。\n韩国公平交易委员会表示，此次对谷歌开出罚单的意义在于为今后重塑手机操作系统和应用市场的竞争秩序提供了机会，将有利于更多创新设备及服务问世。\n另据媒体报道，当天，韩国《电信业务法》修正案正式生效。该法案禁止手机应用商店运营商强制要求应用开发者使用前者指定的支付系统，并允许韩国政府对应用商店运营商进行调查以保护用户权益。","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886731612,"gmtCreate":1631624727236,"gmtModify":1676530592602,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/886731612","repostId":"1197342909","repostType":4,"repost":{"id":"1197342909","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631622885,"share":"https://ttm.financial/m/news/1197342909?lang=en_US&edition=fundamental","pubTime":"2021-09-14 20:34","market":"us","language":"zh","title":"U.S. CPI in August was 5.3% year-on-year, in line with market expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1197342909","media":"老虎资讯综合","summary":"9月14日，美国8月CPI同比 5.3%，预期 5.3%，前值 5.4%；美国8月核心CPI同比 4.0%，预期 4.2%，前值 4.3%；美国8月核心CPI环比0.1%，创今年2月以来新低。\nCPI","content":"<p>On September 14th, the US CPI in August was 5.3% year-on-year, expected to be 5.3%, and the previous value was 5.4%; The core CPI of the United States in August was 4.0% year-on-year, 4.2% expected, and 4.3% previously; In August, the core CPI of the United States was 0.1% month-on-month, a new low since February this year.</p><p>After the release of CPI data, the three major U.S. stock indexes rose straight, with Dow futures rising 0.42%, S&P 500 futures rising 0.44%, and Nasdaq futures rising 0.41%;</p><p>Forexlive, a financial website, commented on the US CPI in August: These figures were generally lower than expected, and the US dollar fell across the board. A low reading is more important than a high reading because it signals that inflation has peaked. This is what the Fed wants to see in order to buy itself more time before rate hike.</p><p><img src=\"https://static.tigerbbs.com/bb7bc99a80f138c7b6d1da753737a218\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/defcaf8040055590abadf60414429a07\" tg-width=\"889\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/041ef02df04c2bd6aad4c526fc97ea68\" tg-width=\"889\" tg-height=\"825\" 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>U.S. CPI in August was 5.3% year-on-year, in line with market expectations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. CPI in August was 5.3% year-on-year, in line with market expectations\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-14 20:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On September 14th, the US CPI in August was 5.3% year-on-year, expected to be 5.3%, and the previous value was 5.4%; The core CPI of the United States in August was 4.0% year-on-year, 4.2% expected, and 4.3% previously; In August, the core CPI of the United States was 0.1% month-on-month, a new low since February this year.</p><p>After the release of CPI data, the three major U.S. stock indexes rose straight, with Dow futures rising 0.42%, S&P 500 futures rising 0.44%, and Nasdaq futures rising 0.41%;</p><p>Forexlive, a financial website, commented on the US CPI in August: These figures were generally lower than expected, and the US dollar fell across the board. A low reading is more important than a high reading because it signals that inflation has peaked. This is what the Fed wants to see in order to buy itself more time before rate hike.</p><p><img src=\"https://static.tigerbbs.com/bb7bc99a80f138c7b6d1da753737a218\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/defcaf8040055590abadf60414429a07\" tg-width=\"889\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/041ef02df04c2bd6aad4c526fc97ea68\" tg-width=\"889\" tg-height=\"825\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5e9ba109e7f6844f2904f6647779f151","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197342909","content_text":"9月14日，美国8月CPI同比 5.3%，预期 5.3%，前值 5.4%；美国8月核心CPI同比 4.0%，预期 4.2%，前值 4.3%；美国8月核心CPI环比0.1%，创今年2月以来新低。\nCPI数据公布后，美股三大股指直线拉升，道指期货涨0.42%，标普500指数期货涨0.44%，纳指期货涨0.41%；\n财经网站Forexlive评美国8月CPI：这些数字普遍低于预期，美元全面下跌。读数低比读数高更重要，因为它预示着通胀已见顶。这是美联储希望看到的情况，以便在加息前为自己争取更多时间。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886003296,"gmtCreate":1631535260815,"gmtModify":1676530568273,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/886003296","repostId":"1139166217","repostType":4,"repost":{"id":"1139166217","kind":"news","weMediaInfo":{"introduction":"记录新经济的每一个节点","home_visible":1,"media_name":"节点财经","id":"1021708884","head_image":"https://static.tigerbbs.com/68a2a7c6368376fe8b5cf62e4c84b65e"},"pubTimestamp":1631534771,"share":"https://ttm.financial/m/news/1139166217?lang=en_US&edition=fundamental","pubTime":"2021-09-13 20:06","market":"hk","language":"zh","title":"Where should Netease, which has a \"troika\", go?","url":"https://stock-news.laohu8.com/highlight/detail?id=1139166217","media":"节点财经","summary":"9月8日，腾讯、网易等重点网络游戏企业遭到约谈。第二天（9月9日），网易出品的重磅网游《哈利波特：魔法觉醒》上线全平台，力压腾讯的《王者荣耀》、《和平精英》等，登上畅销榜榜首。\n在监管的天花板越来越硬","content":"<p>On September 8,<a href=\"https://laohu8.com/S/00700\">Tencent</a>、<a href=\"https://laohu8.com/S/NTES\">Netease</a>And other key online game companies were interviewed. The next day (September 9th), the blockbuster online game \"Harry Potter: Magic Awakening\" produced by Netease was launched on the whole platform, beating Tencent's \"Glory of the King\" and \"Peace Elite\", and topped the best-selling list.</p><p>At the moment when the ceiling of supervision is getting harder and harder, the \"involution\" of the game industry is also intensifying. Compared with Tencent, the industry leader with a deeper foundation, the education sector of Netease, which ranks second, is also facing adjustment, and the impact seems to be more serious. Not long ago, Netease released its 2021 Q2 financial report, and the data performance of increasing revenue without increasing profit revealed its real situation.</p><p>According to the 2021 Q2 financial report, in the first half of 2021, NetEase achieved revenue of 41 billion yuan (RMB, the same below), a year-on-year increase of 16.4%. However, the net profit is not so good. The net profit attributable to the parent (GAAP) was 7.98 billion yuan, down 1.33% year-on-year, and the Non-GAAP net profit was 9.3 billion yuan, down 1.4% year-on-year.</p><p>As of the close of trading on September 10, 2021, Netease's U.S. stock price was US$88.45/share, with a market capitalization of US$59.35 billion. Compared with the highest point of US$133.98/share in February 2021 (before restoration), the stock price has dropped by nearly 30%. As one of the four domestic giants in the Internet era, Netease has gradually widened its distance from Tencent and Ali, which have a market value of trillions. Compared with the diversified revenue structure of Tencent and Ali, Netease, whose game revenue accounts for over 70%, should live in the future under the tightening supervision of education and game industries?</p><p><b>/ 01 /</b></p><p><b>Net Profit Slips Again</b></p><p><b>Gaming growth slows down</b></p><p>Since the establishment of the online game division in 2001, Netease has been ranked among the top three in the domestic game industry. In the end game era, 27 self-developed products including Westward Journey and Fantasy Westward Journey were launched. After entering the era of mobile games in 2013, it was occupied by explosive long-term products such as Fantasy Westward Journey and Yin Yang Shi<a href=\"https://laohu8.com/S/CMGE\">China Hand Games</a>The second position in the market.</p><p>Compared with the previous highlight era, the current flow of Netease's stock games is still growing, but the revenue growth rate is slowing down. In Q2 2021, NetEase achieved revenue of 20.5 billion yuan, a year-on-year increase of 12.87% and the same as the previous month.</p><p><img src=\"https://static.tigerbbs.com/b5f332abf4580791c85c7d3f60f2cbd7\" tg-width=\"1080\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p><p>Corresponding to the substantial increase in revenue, net profit dropped sharply. According to the financial report, the company's Q2 net profit attributable to the parent was 3.54 billion yuan, down 21.95% year-on-year, and the Non-GAAP net profit was 4.23 billion yuan, down 19.1% year-on-year. If calculated from Q3 of 2020, this is the third time that Netease's net profit has declined year-on-year in the past year.</p><p><b>This phenomenon of increasing revenue but not increasing profit is mainly attributed to the weakness of the game business.</b>As a \"cash cow\" business that contributes about 70% of the company's revenue, Netease's game business is inevitably affected by regulation. Since 2021, relevant departments have launched a number of anti-addiction measures and policies against minors'\"game addiction\". For example, on the afternoon of August 30th, the State Press and Publication Administration issued the Notice on Further Strict Management and Effectively Preventing Minors from Addicting to Online Games, which stipulated that all online game enterprises can only provide one-hour service to minors from 20: 00 to 21: 00 every day on Fridays, Saturdays, Sundays and statutory holidays, and they are not allowed to provide online game services to minors in any form at other times.</p><p>According to the financial report, in Q2 2021, Netease's game revenue was about 14.5 billion yuan, a year-on-year increase of 5.1%. In the past six quarters, Netease Games' revenue has mostly increased between 10% and 20% year-on-year, and this is the first time that its year-on-year growth has fallen to single digits. At the same time, Netease's operating profit in Q2 was 3.758 billion yuan, and its operating profit margin was 18%, which also declined year-on-year.</p><p>The game industry is an industry with rapid updating and iteration and increasingly fierce competition. Game giants also suffer from a lot of self-research anxiety. To this end, Netease is constantly increasing R&D investment. According to the financial report, in Q2 2021, NetEase invested 3.4 billion yuan in R&D expenses, and the R&D expense ratio increased by 3.36 percentage points year-on-year to 16.6%.</p><p>In addition, it is worth noting that,<b>Netease's efforts in going to sea in the past few years have already achieved initial results. According to Sensor<a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>The released July 2021 global revenue list of Chinese mobile game publishers shows that NetEase ranks second.</b></p><p>In the second half of the year, Netease's new tour reserves include Harry Potter: Magic Awakening, The Rise of the Lord of the Rings War (which will be launched in Europe, America, Oceania and Southeast Asia on September 23rd), Diablo: Immortal, A Chinese Ghost Story and Super Fight Dream, etc. The performance of these new tour listings may largely determine the company's performance in the next stage.</p><p><img src=\"https://static.tigerbbs.com/57a903c09a996e12298648ef7fd85452\" tg-width=\"1080\" tg-height=\"326\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Among them, Harry Potter: Magic Awakening, which was launched on the whole platform on September 9th, was blessed by the world's top IP, unique game art style, and the restoration of the original plot task. Once it was launched, its popularity soared, beating Tencent's Glory of the King and Peace Elite to rank first in the best-selling list, which not only proved its ability to do a good job in global IP, but also brought a good sign for Netease in the second half of the year.</p><p><b>/ 02 /</b></p><p><b>Educational Turnaround</b></p><p><b>Online music turns</b></p><p>In addition to the big income of games, Netease has two major businesses: Netease in the education sector<a href=\"https://laohu8.com/S/DAO\">Youdao</a>And innovative businesses and others (including Netease Cloud Music, Netease News, Netease Mailbox, Netease Yanxuan, CC Live). At present, these two businesses basically have both opportunities and challenges.</p><p>Let's talk about Netease Youdao. As an industry in the limelight in 2020, online education directly entered a turning point of life and death from the outbreak period after the introduction of a number of policies such as \"double reduction\" (reducing the homework burden of students in compulsory education and the burden of off-campus training). Among them, Netease has a way, its profit model is unknown, and its losses have further expanded due to great policy changes.</p><p>According to the financial report, Netease Youdao's revenue in Q2 2021 increased by 107.5% to 1.3 billion yuan, and its loss also expanded by 103.4% to 520 million yuan. It can be seen from the data that high marketing expenses are one of the main reasons for the expansion of losses: in Q2, its total operating expenses were as high as 970 million yuan, a year-on-year increase of 118.6%.</p><p>Netease Youdao's business is divided into online courses, interactive learning,<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Four sections of hardware and online learning tools. Compared with its peers, Netease Youdao's K12 business accounts for a relatively low proportion, accounting for roughly 41.2% of the total revenue. At the same time, the company's layout in adult education, quality education and intelligent hardware is also earlier. To this end, under the background that the \"double reduction\" new policy impacts the underlying logic of the training business in the online education industry, as the pioneer of drainage training courses with star hardware, Netease Youdao is considered or can usher in new opportunities.</p><p>But can Netease Youdao's educational hardware be profitable independently? It may not seem easy at the moment. According to the financial report, the sales revenue of its hardware products in Q2 was 200 million yuan, only slightly higher than its R&D cost of 180 million yuan; As a training course bundled with dictionary pen and other hardware, its learning service income is 920 million yuan, accounting for more than 70% of Dao's revenue.</p><p>While innovative business and other aspects, an important good news for Netease is aimed at<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Strong anti-monopoly supervision has been promoted for two years, and the dust has finally settled recently. On July 24, 2021, the State Administration for Market Regulation issued an administrative penalty letter to Tencent, and Tencent's acquisition of equity interests in China Music Group five years ago constituted an illegal concentration of operators. According to this administrative penalty, since August 23rd, the exclusive copyright agreements of the world's three major record companies owned by Tencent Music have all been invalidated.</p><p><b>As the second in the industry, Netease Cloud Music has become the most direct beneficiary of the end of the exclusive copyright model.</b>According to the financial report, in Q2 of 2021, Netease Cloud Music Business achieved a quarterly positive gross profit for the first time. The improvement of this business drove the company's innovative business and other income to increase by 26% year-on-year to 4.7 billion yuan in the same period, and at the same time helped the gross profit margin of the company's innovative business and other income to increase by 4.9 percentage points to 19.3%.</p><p><b>/ 03 /</b></p><p><b>Challenges</b></p><p><b>Netease is not easy</b></p><p>Although there is good news, Netease's three major businesses are facing many challenges at present.</p><p>Let's talk about the core game business first. As an established game manufacturer, Netease's current status as the \"second\" is still there, but its revenue growth has slowed down significantly.</p><p>Under internal worries, there are also many external troubles. In recent years, with the rising stars, the competition in the domestic game industry is becoming increasingly fierce. For example, FunPlus, Youta Network,<a href=\"https://laohu8.com/S/00799\">IGG</a>Emerging game companies are in the limelight in the income list of mobile game developers going to sea; Miha, an upstart in the game industry, has been travelling for nearly ten years, launching a new product every two or three years, and its market performance has hardly missed; The overseas income ranking of Shanghai Lilith, which launched games such as Sword and Expedition and Awakening of Nations, even surpassed Netease once. In addition, Ali's revitalization of game business and Internet giants such as ByteDance have invested heavily in the game field have further intensified the fierce competition in the industry.</p><p>In the music sector, although the end of the exclusive copyright model has brought benefits to Netease Cloud Music, in the long run, there are still many problems that Netease Cloud Music needs to solve.</p><p>Bearing the brunt of this is the business model problem of the online music industry. Previously, due to the long-term competition of major platforms, the online music industry formed a \"quite money-burning\" copyright purchase mode. Under this mode, Netease Cloud Music has been difficult to make much breakthrough in commercialization.</p><p>Netease Music's prospectus disclosed that the company spends more than 1.6 billion yuan in prepaid content licensing fees every year, and this part of the fee reached 2.257 billion yuan in 2020. Under this mode, at the end of May 2021, Netease Cloud Music handed over a prospectus with a three-year adjusted loss of 4.962 billion yuan, but decided to suspend its listing after passing the hearing of the Hong Kong Stock Exchange. With the end of the exclusive copyright model, can the situation that Netease Cloud Music has failed to turn losses for many years be alleviated? It is still unknown.</p><p>In terms of education, under the pressure of the industry, multi-directional transformation and deployment are imminent, and Netease Youdao is no exception. At the beginning of August, Netease Youdao exposed a variety of quality education products including children's programming, Go, art, etc. at the press conference. At the same time, it highlighted its to B curriculum platform-Youdao Excellent Course, which provides quality transformation schemes for offline institutions, intended to further turn the steering wheel, withdraw from subject education, and get closer to non-subject curriculum products.</p><p>However, Netease Youdao's previous quality education and B-end business relied heavily on government procurement, and the profitability and possibility of scale of related businesses have been criticized by the industry. Whether the subsequent related businesses can run through or still need the policy side to further release the benefits.</p><p><b>Under all kinds of challenges, Netease's \"troika\" still has a long way to go to make further breakthroughs.</b></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>Where should Netease, which has a \"troika\", go?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhere should Netease, which has a \"troika\", go?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1021708884\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/68a2a7c6368376fe8b5cf62e4c84b65e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">节点财经 </p>\n<p class=\"h-time smaller\">2021-09-13 20:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On September 8,<a href=\"https://laohu8.com/S/00700\">Tencent</a>、<a href=\"https://laohu8.com/S/NTES\">Netease</a>And other key online game companies were interviewed. The next day (September 9th), the blockbuster online game \"Harry Potter: Magic Awakening\" produced by Netease was launched on the whole platform, beating Tencent's \"Glory of the King\" and \"Peace Elite\", and topped the best-selling list.</p><p>At the moment when the ceiling of supervision is getting harder and harder, the \"involution\" of the game industry is also intensifying. Compared with Tencent, the industry leader with a deeper foundation, the education sector of Netease, which ranks second, is also facing adjustment, and the impact seems to be more serious. Not long ago, Netease released its 2021 Q2 financial report, and the data performance of increasing revenue without increasing profit revealed its real situation.</p><p>According to the 2021 Q2 financial report, in the first half of 2021, NetEase achieved revenue of 41 billion yuan (RMB, the same below), a year-on-year increase of 16.4%. However, the net profit is not so good. The net profit attributable to the parent (GAAP) was 7.98 billion yuan, down 1.33% year-on-year, and the Non-GAAP net profit was 9.3 billion yuan, down 1.4% year-on-year.</p><p>As of the close of trading on September 10, 2021, Netease's U.S. stock price was US$88.45/share, with a market capitalization of US$59.35 billion. Compared with the highest point of US$133.98/share in February 2021 (before restoration), the stock price has dropped by nearly 30%. As one of the four domestic giants in the Internet era, Netease has gradually widened its distance from Tencent and Ali, which have a market value of trillions. Compared with the diversified revenue structure of Tencent and Ali, Netease, whose game revenue accounts for over 70%, should live in the future under the tightening supervision of education and game industries?</p><p><b>/ 01 /</b></p><p><b>Net Profit Slips Again</b></p><p><b>Gaming growth slows down</b></p><p>Since the establishment of the online game division in 2001, Netease has been ranked among the top three in the domestic game industry. In the end game era, 27 self-developed products including Westward Journey and Fantasy Westward Journey were launched. After entering the era of mobile games in 2013, it was occupied by explosive long-term products such as Fantasy Westward Journey and Yin Yang Shi<a href=\"https://laohu8.com/S/CMGE\">China Hand Games</a>The second position in the market.</p><p>Compared with the previous highlight era, the current flow of Netease's stock games is still growing, but the revenue growth rate is slowing down. In Q2 2021, NetEase achieved revenue of 20.5 billion yuan, a year-on-year increase of 12.87% and the same as the previous month.</p><p><img src=\"https://static.tigerbbs.com/b5f332abf4580791c85c7d3f60f2cbd7\" tg-width=\"1080\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p><p>Corresponding to the substantial increase in revenue, net profit dropped sharply. According to the financial report, the company's Q2 net profit attributable to the parent was 3.54 billion yuan, down 21.95% year-on-year, and the Non-GAAP net profit was 4.23 billion yuan, down 19.1% year-on-year. If calculated from Q3 of 2020, this is the third time that Netease's net profit has declined year-on-year in the past year.</p><p><b>This phenomenon of increasing revenue but not increasing profit is mainly attributed to the weakness of the game business.</b>As a \"cash cow\" business that contributes about 70% of the company's revenue, Netease's game business is inevitably affected by regulation. Since 2021, relevant departments have launched a number of anti-addiction measures and policies against minors'\"game addiction\". For example, on the afternoon of August 30th, the State Press and Publication Administration issued the Notice on Further Strict Management and Effectively Preventing Minors from Addicting to Online Games, which stipulated that all online game enterprises can only provide one-hour service to minors from 20: 00 to 21: 00 every day on Fridays, Saturdays, Sundays and statutory holidays, and they are not allowed to provide online game services to minors in any form at other times.</p><p>According to the financial report, in Q2 2021, Netease's game revenue was about 14.5 billion yuan, a year-on-year increase of 5.1%. In the past six quarters, Netease Games' revenue has mostly increased between 10% and 20% year-on-year, and this is the first time that its year-on-year growth has fallen to single digits. At the same time, Netease's operating profit in Q2 was 3.758 billion yuan, and its operating profit margin was 18%, which also declined year-on-year.</p><p>The game industry is an industry with rapid updating and iteration and increasingly fierce competition. Game giants also suffer from a lot of self-research anxiety. To this end, Netease is constantly increasing R&D investment. According to the financial report, in Q2 2021, NetEase invested 3.4 billion yuan in R&D expenses, and the R&D expense ratio increased by 3.36 percentage points year-on-year to 16.6%.</p><p>In addition, it is worth noting that,<b>Netease's efforts in going to sea in the past few years have already achieved initial results. According to Sensor<a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>The released July 2021 global revenue list of Chinese mobile game publishers shows that NetEase ranks second.</b></p><p>In the second half of the year, Netease's new tour reserves include Harry Potter: Magic Awakening, The Rise of the Lord of the Rings War (which will be launched in Europe, America, Oceania and Southeast Asia on September 23rd), Diablo: Immortal, A Chinese Ghost Story and Super Fight Dream, etc. The performance of these new tour listings may largely determine the company's performance in the next stage.</p><p><img src=\"https://static.tigerbbs.com/57a903c09a996e12298648ef7fd85452\" tg-width=\"1080\" tg-height=\"326\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Among them, Harry Potter: Magic Awakening, which was launched on the whole platform on September 9th, was blessed by the world's top IP, unique game art style, and the restoration of the original plot task. Once it was launched, its popularity soared, beating Tencent's Glory of the King and Peace Elite to rank first in the best-selling list, which not only proved its ability to do a good job in global IP, but also brought a good sign for Netease in the second half of the year.</p><p><b>/ 02 /</b></p><p><b>Educational Turnaround</b></p><p><b>Online music turns</b></p><p>In addition to the big income of games, Netease has two major businesses: Netease in the education sector<a href=\"https://laohu8.com/S/DAO\">Youdao</a>And innovative businesses and others (including Netease Cloud Music, Netease News, Netease Mailbox, Netease Yanxuan, CC Live). At present, these two businesses basically have both opportunities and challenges.</p><p>Let's talk about Netease Youdao. As an industry in the limelight in 2020, online education directly entered a turning point of life and death from the outbreak period after the introduction of a number of policies such as \"double reduction\" (reducing the homework burden of students in compulsory education and the burden of off-campus training). Among them, Netease has a way, its profit model is unknown, and its losses have further expanded due to great policy changes.</p><p>According to the financial report, Netease Youdao's revenue in Q2 2021 increased by 107.5% to 1.3 billion yuan, and its loss also expanded by 103.4% to 520 million yuan. It can be seen from the data that high marketing expenses are one of the main reasons for the expansion of losses: in Q2, its total operating expenses were as high as 970 million yuan, a year-on-year increase of 118.6%.</p><p>Netease Youdao's business is divided into online courses, interactive learning,<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Four sections of hardware and online learning tools. Compared with its peers, Netease Youdao's K12 business accounts for a relatively low proportion, accounting for roughly 41.2% of the total revenue. At the same time, the company's layout in adult education, quality education and intelligent hardware is also earlier. To this end, under the background that the \"double reduction\" new policy impacts the underlying logic of the training business in the online education industry, as the pioneer of drainage training courses with star hardware, Netease Youdao is considered or can usher in new opportunities.</p><p>But can Netease Youdao's educational hardware be profitable independently? It may not seem easy at the moment. According to the financial report, the sales revenue of its hardware products in Q2 was 200 million yuan, only slightly higher than its R&D cost of 180 million yuan; As a training course bundled with dictionary pen and other hardware, its learning service income is 920 million yuan, accounting for more than 70% of Dao's revenue.</p><p>While innovative business and other aspects, an important good news for Netease is aimed at<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Strong anti-monopoly supervision has been promoted for two years, and the dust has finally settled recently. On July 24, 2021, the State Administration for Market Regulation issued an administrative penalty letter to Tencent, and Tencent's acquisition of equity interests in China Music Group five years ago constituted an illegal concentration of operators. According to this administrative penalty, since August 23rd, the exclusive copyright agreements of the world's three major record companies owned by Tencent Music have all been invalidated.</p><p><b>As the second in the industry, Netease Cloud Music has become the most direct beneficiary of the end of the exclusive copyright model.</b>According to the financial report, in Q2 of 2021, Netease Cloud Music Business achieved a quarterly positive gross profit for the first time. The improvement of this business drove the company's innovative business and other income to increase by 26% year-on-year to 4.7 billion yuan in the same period, and at the same time helped the gross profit margin of the company's innovative business and other income to increase by 4.9 percentage points to 19.3%.</p><p><b>/ 03 /</b></p><p><b>Challenges</b></p><p><b>Netease is not easy</b></p><p>Although there is good news, Netease's three major businesses are facing many challenges at present.</p><p>Let's talk about the core game business first. As an established game manufacturer, Netease's current status as the \"second\" is still there, but its revenue growth has slowed down significantly.</p><p>Under internal worries, there are also many external troubles. In recent years, with the rising stars, the competition in the domestic game industry is becoming increasingly fierce. For example, FunPlus, Youta Network,<a href=\"https://laohu8.com/S/00799\">IGG</a>Emerging game companies are in the limelight in the income list of mobile game developers going to sea; Miha, an upstart in the game industry, has been travelling for nearly ten years, launching a new product every two or three years, and its market performance has hardly missed; The overseas income ranking of Shanghai Lilith, which launched games such as Sword and Expedition and Awakening of Nations, even surpassed Netease once. In addition, Ali's revitalization of game business and Internet giants such as ByteDance have invested heavily in the game field have further intensified the fierce competition in the industry.</p><p>In the music sector, although the end of the exclusive copyright model has brought benefits to Netease Cloud Music, in the long run, there are still many problems that Netease Cloud Music needs to solve.</p><p>Bearing the brunt of this is the business model problem of the online music industry. Previously, due to the long-term competition of major platforms, the online music industry formed a \"quite money-burning\" copyright purchase mode. Under this mode, Netease Cloud Music has been difficult to make much breakthrough in commercialization.</p><p>Netease Music's prospectus disclosed that the company spends more than 1.6 billion yuan in prepaid content licensing fees every year, and this part of the fee reached 2.257 billion yuan in 2020. Under this mode, at the end of May 2021, Netease Cloud Music handed over a prospectus with a three-year adjusted loss of 4.962 billion yuan, but decided to suspend its listing after passing the hearing of the Hong Kong Stock Exchange. With the end of the exclusive copyright model, can the situation that Netease Cloud Music has failed to turn losses for many years be alleviated? It is still unknown.</p><p>In terms of education, under the pressure of the industry, multi-directional transformation and deployment are imminent, and Netease Youdao is no exception. At the beginning of August, Netease Youdao exposed a variety of quality education products including children's programming, Go, art, etc. at the press conference. At the same time, it highlighted its to B curriculum platform-Youdao Excellent Course, which provides quality transformation schemes for offline institutions, intended to further turn the steering wheel, withdraw from subject education, and get closer to non-subject curriculum products.</p><p>However, Netease Youdao's previous quality education and B-end business relied heavily on government procurement, and the profitability and possibility of scale of related businesses have been criticized by the industry. Whether the subsequent related businesses can run through or still need the policy side to further release the benefits.</p><p><b>Under all kinds of challenges, Netease's \"troika\" still has a long way to go to make further breakthroughs.</b></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4d8e0305a87df45caf56132a277d0132","relate_stocks":{"NTES":"网易","09999":"网易-S","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139166217","content_text":"9月8日，腾讯、网易等重点网络游戏企业遭到约谈。第二天（9月9日），网易出品的重磅网游《哈利波特：魔法觉醒》上线全平台，力压腾讯的《王者荣耀》、《和平精英》等，登上畅销榜榜首。\n在监管的天花板越来越硬的当下，游戏行业的“内卷”也愈演愈烈，而相比根基更为深厚的行业老大腾讯，位居第二的网易的教育板块同样也面临调整，受到的冲击似乎更为严重。不久前，网易发布了其2021年Q2财报，增收不增利的数据表现透露出其面临的真实处境。\n2021年Q2财报显示，2021上半年，网易实现营收410亿元（人民币，下同），同比增长16.4%。但净利润方面没这么好看，归母净利润（GAAP）为79.8亿元，同比下滑 1.33%，Non-GAAP净利润为93亿元，同比下滑1.4%。\n截至2021年9月10日收盘，网易美股股价为88.45美元/股，市值为593.5亿美元，股价相比2021年2月的最高点133.98美元/股（前复权）已跌去近30%。作为昔日互联网时代国内四大巨头之一，网易如今和万亿市值的腾讯、阿里等已经逐步拉大距离。相比腾讯、阿里的多元化营收结构，游戏营收占比超七成的网易，在教育和游戏行业监管趋紧下，往后的日子该怎么过？\n/ 01 /\n净利润再下滑\n游戏增速放缓\n从2001年成立在线游戏事业部以来，网易一直位列国内游戏行业的前三。端游时代推出包括《大话西游》、《梦幻西游》在内的27款自研产品。2013年进入手游时代后，更是通过《梦幻西游》、《阴阳师》等爆款长线产品占据中国手游市场第二的位置。\n相比此前的高光时代，目前网易存量游戏的流水还在增长，但营收增速正在放缓。2021年Q2，网易实现营收205亿元，同比增长12.87%，环比持平。\n\n和营收大幅增长相对应的，是净利润大幅下滑。财报显示，公司Q2归母净利润为35.4亿元，同比下滑 21.95%，Non-GAAP 净利润为42.3亿元，同比下滑19.1%。如果从2020年Q3开始算，这已经是网易近一年内第三次出现净利润同比下滑。\n这种增收不增利的现象，主要归因于游戏业务的疲软。作为为公司贡献约七成收入的“现金牛”业务，网易的游戏业务不可避免受到监管影响。2021年以来，相关部门针对未成年人“游戏成瘾”推出了多项防沉迷措施和政策。比如8月30日下午，国家新闻出版署下发《关于进一步严格管理，切实防止未成年人沉迷网络游戏的通知》，规定所有网络游戏企业仅可在周五、周六、周日和法定节假日每日20时至21时向未成年人提供1小时服务，其他时间均不得以任何形式向未成年人提供网络游戏服务。\n财报显示，2021年Q2，网易游戏收入约为145亿元，同比增长5.1%。过去六个季度，网易游戏的营收同比增幅大多在10%到20%之间，这次是其同比增幅首次下滑至个位数。与此同时，Q2网易运营利润为37.58亿元，运营利润率为18%，同比也出现下滑。\n游戏行业是个更新迭代较快且竞争日趋白热化的行业，游戏巨头同样也承受着不小的自研焦虑。为此，网易正不断加大研发投入。财报显示，2021年Q2，网易的研发费用投入为34亿元，研发费用率同比提升3.36个百分点至16.6%。\n此外，值得注意的是，网易过去几年在出海方面的发力目前已经初见成效。据Sensor Tower发布的2021年7月中国手游发行商全球收入排行榜显示，网易排名第二。\n下半年，网易的新游储备包括《哈利波特：魔法觉醒》、《指环王战争崛起》（将于9月23日上线欧洲、美洲、大洋洲和东南亚）、《暗黑破坏神:不朽》、《倩女幽魂隐世录》及《超激斗梦境》等，这些新游上市的表现，或将很大程度上决定公司下个阶段的业绩。\n\n其中，9月9日全平台上线的《哈利波特：魔法觉醒》在全球顶级IP、游戏美术风格独特、剧情任务还原原著等元素加持下，一经上线便热度飙升，力压腾讯《王者荣耀》、《和平精英》一举登上畅销榜第一，既证明了自己有能力做好全球化大IP，也为下半年的网易带来了一个好兆头。\n/ 02 /\n教育调头\n在线音乐峰回路转\n除了游戏这个收入大头，网易还有两大业务：教育板块的网易有道，以及创新业务及其他（包括网易云音乐，网易新闻，网易邮箱，网易严选，CC 直播）。目前来看，这两块业务基本上也是机遇和挑战并存。\n先说网易有道。在线教育作为2020年风头无二的行业，在“双减”（减轻义务教育阶段学生作业负担和校外培训负担）等多项政策出台后，直接从爆发期进入了生死转折点。身处其中的网易有道，盈利模式未明，又逢政策巨变，亏损进一步扩大。\n财报显示，网易有道2021年Q2营收增长107.5%至13亿元，亏损也扩大103.4%至5.2亿元。从数据可以看出，营销费用高企是亏损扩大的主要原因之一：Q2其总营业费用高达9.7亿元，同比增长118.6%。\n网易有道业务分为在线课程、交互学习、智能硬件与在线学习工具四个板块。相比同行，网易有道的K12业务占比较低，大致占总营收的41.2%。同时，公司在成人教育、素质教育、智能硬件方面的布局也较早。为此，在“双减”新政冲击在线教育行业培训业务底层逻辑的大背景下，作为以明星硬件引流培训课程的先行者，网易有道被认为或能迎来新机遇。\n但网易有道的教育硬件能否独立盈利？目前看来可能并不容易。财报显示，Q2其硬件产品的销售收入为2亿元，仅略高于其1.8亿元的研发成本；作为词典笔等硬件捆绑的培训课程，其学习服务收入为9.2亿元，占有道营收的七成以上。\n而创新业务及其他方面，网易的一个重要的好消息是针对腾讯音乐的反垄断强监管推进两年，近日终于尘埃落定。2021年7月24日，国家市场监管总局向腾讯发出行政处罚书，腾讯五年前对中国音乐集团的股权收购案，构成违法实施经营者集中。根据这份行政处罚书，8月23日起，腾讯音乐拥有的全球三大唱片公司独家版权协议皆告作废。\n作为行业老二，网易云音乐成了独家版权模式终结最直接的受益者。财报显示，2021年Q2，网易云音乐业务首次实现季度正毛利润，该业务的好转带动同期公司创新业务及其他收入同比增长26%至47亿元，同时助力公司创新业务以及其他收入的毛利率环比提升4.9个百分点至19.3%。\n/ 03 /\n挑战重重\n网易不易\n虽说也有好消息，但网易的三大业务目前均面临着不小的挑战。\n先说最核心的游戏业务。作为老牌游戏大厂，网易目前“老二”的江湖地位虽然还在，但营收增速已经出现明显放缓趋势。\n内忧之下，外患也不少。近几年，随着后起之秀不断崛起，国内游戏行业的竞争正日趋激烈。比如，FunPlus、友塔网络、IGG等新兴游戏公司在出海手游开发商收入榜单中风头正盛；游戏界新贵米哈游近十年，每两三年就推出一款新品，市场表现几乎不曾失手；而推出《剑与远征》、《万国觉醒》等游戏的上海莉莉丝海外收入排名甚至一度超越网易。此外，阿里重振游戏业务，字节跳动等互联网巨头重金杀入游戏领域等，都进一步加剧了行业竞争的激烈程度。\n音乐板块方面，独家版权模式终结虽然给网易云音乐带来了利好，但从长远来看，网易云音乐需要解决的问题依然不少。\n首当其冲的是在线音乐行业的商业模式问题。此前，在线音乐行业由于各大平台长期竞争，形成了“相当烧钱”的版权购买模式，在此模式下的网易云音乐在商业化方面也一直难有太大突破。\n网易云音乐的招股书披露，公司每年都要支出超过16亿元的预付内容许可费，在2020年这部分费用达22.57亿元。如此模式下，2021年5月底，网易云音乐交出了一份三年经调整亏损高达49.62亿元的招股书，但通过港交所聆讯后决定暂缓上市。随着独家版权模式终结，网易云音乐多年未能扭亏的局面能否缓解？目前还未可知。\n而在教育方面，行业压力之下，多方向的转型部署已经迫在眉睫，网易有道也不例外。8月初，网易有道在发布会上曝光了包括少儿编程、围棋、美术等在内的多款素质教育产品，同时重点介绍了旗下为线下机构提供素质化转型方案的to B课程平台——有道优课，意在进一步调转方向盘，从学科类教育撤离，向非学科类课程产品进一步靠近。\n不过，网易有道此前的素质教育和B端业务对于政府采购的依赖较大，相关业务的盈利能力、规模化的可能性一直为行业诟病，随后的相关业务能否跑通，或仍需要政策端进一步释放利好。\n种种挑战之下，网易的“三驾马车”想要进一步突破，仍然任重道远。","news_type":1,"symbols_score_info":{"09999":0.9,"QNETCN":0.9,"NTES":0.9}},"isVote":1,"tweetType":1,"viewCount":1212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883248265,"gmtCreate":1631248455057,"gmtModify":1676530508657,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883248265","repostId":"1143202458","repostType":4,"repost":{"id":"1143202458","kind":"news","pubTimestamp":1631245852,"share":"https://ttm.financial/m/news/1143202458?lang=en_US&edition=fundamental","pubTime":"2021-09-10 11:50","market":"us","language":"zh","title":"First in the industry, the revenue counts down. What does the boss of Zhongtong do?","url":"https://stock-news.laohu8.com/highlight/detail?id=1143202458","media":"伯虎财经","summary":"快递服务升级，加盟商成了阻碍。\n\n除开互联网，快递是另外一个备受关注的行业，原因是这个行业涉及几百万快递小哥的共同富裕问题。\n在收到7部门联合发布的意见后，通达系和极兔6家公司集体宣布从9月1日起，快","content":"<p>With the upgrade of express service, franchisees have become an obstacle. Besides the Internet, express delivery is another industry that has attracted much attention because it involves the common prosperity of millions of courier brothers.</p><p>After receiving the opinions jointly issued by seven departments, six companies, Tongda Department and Jitu, collectively announced that from September 1st, the dispatch fee of couriers would be increased by 10 cents.</p><p>This 10 dime is the same as<a href=\"https://laohu8.com/S/00700\">Tencent</a>Compared with Ali's 100 billion-dollar plan, it is like a drop in the bucket, accidentally revealing the \"gap between the rich and the poor\" between industries.</p><p>In September, after all express delivery companies sent their semi-annual reports, they found that there was a \"polarization between the rich and the poor\" not only between employees and the industry, but also in the industry-when peers were losing money, Zhongtong became the first \"rich\" one.</p><p>As one of the latest enterprises in Tonglu Gang to enter the express delivery industry, Zhongtong's market share has led the industry for five consecutive years. China's courier brother is coming out?</p><p><b>Countdown of revenue, market value exceeds the sum of Tongda Department</b></p><p>Zhongtong was established in 2002, only earlier than Baishi in Tongda Department now. At that time, Shentong, the big brother of the industry, had been established for 9 years.</p><p>This is also where the legend of Zhongtong lies. As of September 9th, Zhongtong's US stock market value has reached 26 billion US dollars, and Hong Kong stocks have reached 206.6 billion Hong Kong dollars. According to Tianyancha, Sequoia Capital,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Standard Chartered Bank, Hillhouse Capital, etc. are all the shareholders behind it.</p><p><img src=\"https://static.tigerbbs.com/b706707c646104f9d3263e9d39861d95\" tg-width=\"1080\" tg-height=\"401\" referrerpolicy=\"no-referrer\"></p><p>(Source of financing process: Tianyancha)</p><p>In contrast, Shentong is HK$11.5 billion, Yuantong is RMB 35.7 billion,<a href=\"https://laohu8.com/S/BSTI\">Best Logistics</a>$2.2 billion (<a href=\"https://laohu8.com/S/BEST\">BEST GROUP</a>593 million US dollars), reaching 51 billion yuan, which adds up to less than Zhongtong's market value in US stocks.<b>It can be seen that the secondary market has a favorable impression of Zhongtong.</b>Now, that goodwill is rising even further.</p><p>According to the data of the State Post Bureau, the express delivery volume in the first half of this year was 49.39 billion pieces, a year-on-year increase of 45.8%. Express delivery companies have also received the dividend of rapid growth, and the year-on-year growth rate of business volume is generally over 40%.</p><p>However, despite the growth of business volume, express delivery companies still have shortages in profitability. In terms of deducting the non-attributable net profit (compared with the attributable net profit, it can better reflect the profitability of enterprises), only Yunda and Yuantong have gained a positive income of nearly 1 billion yuan, while other companies are negative.</p><p>However, Zhongtong, a company got 2.054 billion yuan, abandoning its peers by a large part.</p><p><img src=\"https://static.tigerbbs.com/9329ed078dfa23a88c93182c35684f76\" tg-width=\"1000\" tg-height=\"441\" referrerpolicy=\"no-referrer\"></p><p>(Source: Shuangyi Consulting)</p><p>Lai Meisong said that the main reason is that Zhongtong chose profit-making parts and gave up low-priced loss-making parts.</p><p>However, this is not enough to explain how Zhongtong's 2 billion yuan came from. After all, Zhongtong, which has the first market share, earned a net profit of 2 billion yuan with 10.2 billion pieces, while the second Yunda earned 8.2 billion pieces but only 391 million yuan. Shentong, the former boss, sent 4.8 billion pieces and lost 168 million yuan.</p><p>Since the express delivery industry has entered the stage of e-commerce leading, the smoke of price war has become more and more intense. In order to seize the market, Zhongtong has even pulled the bottom line of the price, which can be seen from the comparison of business volume and turnover data.</p><p>Take Best, which has the last market share in Tongda Department, as an example. In the first half of the year, its business volume was 4 billion pieces and its revenue was 13.871 billion yuan; Zhongtong, which won the first market share, has a single quantity of 10.2 billion pieces, and its revenue (13.798 billion yuan) is actually less than that of Best. The only thing Zhongtong surpassed was Shentong, the former big brother.</p><p><img src=\"https://static.tigerbbs.com/b096dacf62c03c85ea8b236e2c69933d\" tg-width=\"640\" tg-height=\"425\" referrerpolicy=\"no-referrer\"></p><p>(Revenue of 8 express delivery companies in the first half of 2021 Source: China Economic Weekly)</p><p>If you want to analyze revenue, it is more related to business. For example, Yuantong, which had the fastest revenue growth in the first half of the year, mainly contributed from international business and air cargo. However, Zhongtong sends mainly some e-commerce items, with low unit prices and no dispatch fees.</p><p>However, from the perspective of the secondary market, investors obviously don't recognize the logic of revenue. Then where is Zhongtong optimistic?</p><p><b>Take your destiny into your own hands</b></p><p>The entry threshold for express delivery is very low, so there is no need to question this.</p><p>At that time, seeing that fellow villagers established Shentong and Yuantong in Shanghai one by one and achieved their own careers, Lai Meisong, who was in the timber business, also spent 500,000 yuan to join.</p><p>Because to do this business, the difficulty of learning is low, that is, joining. At that time, Shentong established its position as a big brother in the express delivery industry by joining. Even SF Express, which is now self-operated, established its position in the Pearl River Delta through franchisees.</p><p>The latecomers, Yuantong, Yunda, Zhongtong, just copy it. Anyway, at that time, the market was a blue ocean. However, Zhongtong's ability to come from behind is somewhat different, which is due to Lai Meisong.</p><p>At the age of 17, Lai Meisong couldn't afford the tuition of 200 yuan, so he went to work in a factory. Later, he bought a loom with 6,800 yuan and started OEM, but then the market was bad and he lost money. It was the first time Laimeson realized that \"his destiny was in his own hands.\"</p><p>Three years after the establishment of Zhongtong, direct operation was put on the agenda.<b>In 2005, Zhongtong took the lead in operating inter-provincial shuttle buses in Tongda Department, increased investment in sorting and trunk transportation, and engaged in direct operation mode.</b></p><p>But for Zhongtong, it is a reform, and for franchisees, it is a way to destroy people's survival. At that time, because of the defects of joining, Wang Wei also prepared to direct SF, but what he received was intimidation and threats.</p><p>Lai Meisong was not as outstanding as Wang Wei. Zhongtong's direct operation reform is more about direct operation of intermediate links, and does not involve terminal delivery. Moreover, in the transshipment center, the franchisees' cheese was not completely swallowed, but the franchisees were joined through the shareholding system, and the conflict of interests was reconciled a lot.</p><p>However, this reform was only a preliminary exploration, and it didn't help Zhongtong much, or even a burden. For example, at that time, the industry was using air and railway transportation, and the inter-provincial shuttle bus made by Zhongtong required road costs and fuel costs, and the transit fee was simply not enough, and the company had to pay it back.</p><p>However, this reform has laid the groundwork for Zhongtong's counterattack in the era of e-commerce.</p><p>The service problem of joining has always been the pain point of Shentong, which also makes Shentong slowly drag down.</p><p>In 2014, the growth rate of e-commerce reached a peak, with the transaction volume reaching 16.39 trillion yuan, a year-on-year increase of 57.6%. However, when e-commerce develops rapidly, it is also when the complaint rate of Shentong remains high.</p><p>This year, Zhongtong further carried out the reform of direct operation. In the past two years, 24 franchisee outlets were acquired, and most of the transshipment centers and transportation trunk lines were recycled.</p><p>By 2016, Shentong's market share fell from 20.4% in 2011 to 10.4%. On the other side, ZTO took the first place with a share of 14.4%.</p><p>Although Zhongtong's direct operation is only semi-direct operation, the headquarters has the efficiency and cost control of intermediate links, so that there is still a net profit of 2 billion when the revenue is so low. This is one of the reasons why Zhongtong's performance in the secondary market is higher than that of Tongda Department.</p><p><b>Franchise outlets that explode from time to time</b></p><p>Since 2016, after Zhongtong won the first market share, this position seems to be firmly occupied.</p><p>Supporting it is the moat that Zhongtong has been trying to build for many years, that is, self-operated heavy assets, including fleets and venues.</p><p>According to the financial report, as of June 30, ZTO had about 10,100 own vehicles, of which about 8,150 were high-capacity models with a length of 15 to 17 meters. 96 sorting centres, 85 of which are operated by the company and 11 by the company's network partners.</p><p>The self-operated rate of Zhongtong's transshipment center exceeded 90% in 2017.</p><p>Recently, Zhongtong spent another 200 million yuan to register a real estate company. According to market speculation, it may be to set up its own logistics industrial park.</p><p>Seeing that the boss was constantly building a moat, his colleagues in the Tongda Department became anxious. First of all, Shentong. In 2016, after being won by Zhongtong for the first time, it also constantly increased its self-employment rate. In March this year, Shentong had 68 transshipment centers, with a self-operated rate of 94%. As of the first half of the year, there were 3,532 self-operated trunk transportation fleets. In addition, Yunda and Yuantong are also buying their own vehicles.</p><p><b>Now it can be judged that it is already a trend for the express delivery industry to \"go to franchisees\" and expand self-employment. Behind this lies the promotion of consumption upgrading-services must be upgraded, and franchisees are an obstacle to service upgrading.</b></p><p>At that time, Shentong quickly covered the market by developing the asset-light model of franchisees with its first-mover advantage; However, in the second stage of the development of express delivery industry, Zhongtong has improved the transportation efficiency of intermediate links and won market share through the investment of self-operated assets.</p><p>However, whether it is Zhongtong or other Tongda departments, although they recognize the benefits of self-employment, they still face huge resistance from funds and franchisees' interests to cover all districts and counties in China.</p><p>This also led to the incident of transporting live pets in Zhongtong on May Day this year, and the problem that the person in charge of the first-class outlet took dummies for security inspection in Luyi County last year.</p><p><img src=\"https://static.tigerbbs.com/5957874f2af5aa998a42767f8661a37f\" tg-width=\"876\" tg-height=\"415\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>(Source: Network)</p><p>In addition, for Tongda Department, the most difficult part of service upgrade is the last mile, which is the key to service upgrade. In the environment of price war, there is still no antidote in the last mile, and the increase of 10 cents for couriers is a drop in the bucket.</p><p>The history of Zhongtong's coming from behind is the history of Zhongtong's continuous building of moats. Lai Meisong built an asset-heavy company with fleets and venues in an express delivery industry with a very low threshold. Although it faced financial pressure in the early stage, it built a line of defense with the original Tongda Department under the demand of service upgrading, so that its advantages could last forever.</p><p>However, Zhongtong's self-operation can't compete with SF,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>In contrast, this kind of \"semi-finished product\" will always smear Zhongtong from time to time, and there is no good medicine for the most urgent last mile issue. Now, Zhongtong is sandwiched between SF Express and Tongda Department. On the one hand, it is worried that Tongda Department will catch up with it; on the other hand, it feels that it is unrealistic to move closer to SF Express after all.</p><p>Lai Mei<a href=\"https://laohu8.com/S/PC\">Panasonic</a>How do you take your fate into your own hands?</p>","source":"lsy1620367939676","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>First in the industry, the revenue counts down. What does the boss of Zhongtong do?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFirst in the industry, the revenue counts down. What does the boss of Zhongtong do?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">伯虎财经</strong><span class=\"h-time small\">2021-09-10 11:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With the upgrade of express service, franchisees have become an obstacle. Besides the Internet, express delivery is another industry that has attracted much attention because it involves the common prosperity of millions of courier brothers.</p><p>After receiving the opinions jointly issued by seven departments, six companies, Tongda Department and Jitu, collectively announced that from September 1st, the dispatch fee of couriers would be increased by 10 cents.</p><p>This 10 dime is the same as<a href=\"https://laohu8.com/S/00700\">Tencent</a>Compared with Ali's 100 billion-dollar plan, it is like a drop in the bucket, accidentally revealing the \"gap between the rich and the poor\" between industries.</p><p>In September, after all express delivery companies sent their semi-annual reports, they found that there was a \"polarization between the rich and the poor\" not only between employees and the industry, but also in the industry-when peers were losing money, Zhongtong became the first \"rich\" one.</p><p>As one of the latest enterprises in Tonglu Gang to enter the express delivery industry, Zhongtong's market share has led the industry for five consecutive years. China's courier brother is coming out?</p><p><b>Countdown of revenue, market value exceeds the sum of Tongda Department</b></p><p>Zhongtong was established in 2002, only earlier than Baishi in Tongda Department now. At that time, Shentong, the big brother of the industry, had been established for 9 years.</p><p>This is also where the legend of Zhongtong lies. As of September 9th, Zhongtong's US stock market value has reached 26 billion US dollars, and Hong Kong stocks have reached 206.6 billion Hong Kong dollars. According to Tianyancha, Sequoia Capital,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Standard Chartered Bank, Hillhouse Capital, etc. are all the shareholders behind it.</p><p><img src=\"https://static.tigerbbs.com/b706707c646104f9d3263e9d39861d95\" tg-width=\"1080\" tg-height=\"401\" referrerpolicy=\"no-referrer\"></p><p>(Source of financing process: Tianyancha)</p><p>In contrast, Shentong is HK$11.5 billion, Yuantong is RMB 35.7 billion,<a href=\"https://laohu8.com/S/BSTI\">Best Logistics</a>$2.2 billion (<a href=\"https://laohu8.com/S/BEST\">BEST GROUP</a>593 million US dollars), reaching 51 billion yuan, which adds up to less than Zhongtong's market value in US stocks.<b>It can be seen that the secondary market has a favorable impression of Zhongtong.</b>Now, that goodwill is rising even further.</p><p>According to the data of the State Post Bureau, the express delivery volume in the first half of this year was 49.39 billion pieces, a year-on-year increase of 45.8%. Express delivery companies have also received the dividend of rapid growth, and the year-on-year growth rate of business volume is generally over 40%.</p><p>However, despite the growth of business volume, express delivery companies still have shortages in profitability. In terms of deducting the non-attributable net profit (compared with the attributable net profit, it can better reflect the profitability of enterprises), only Yunda and Yuantong have gained a positive income of nearly 1 billion yuan, while other companies are negative.</p><p>However, Zhongtong, a company got 2.054 billion yuan, abandoning its peers by a large part.</p><p><img src=\"https://static.tigerbbs.com/9329ed078dfa23a88c93182c35684f76\" tg-width=\"1000\" tg-height=\"441\" referrerpolicy=\"no-referrer\"></p><p>(Source: Shuangyi Consulting)</p><p>Lai Meisong said that the main reason is that Zhongtong chose profit-making parts and gave up low-priced loss-making parts.</p><p>However, this is not enough to explain how Zhongtong's 2 billion yuan came from. After all, Zhongtong, which has the first market share, earned a net profit of 2 billion yuan with 10.2 billion pieces, while the second Yunda earned 8.2 billion pieces but only 391 million yuan. Shentong, the former boss, sent 4.8 billion pieces and lost 168 million yuan.</p><p>Since the express delivery industry has entered the stage of e-commerce leading, the smoke of price war has become more and more intense. In order to seize the market, Zhongtong has even pulled the bottom line of the price, which can be seen from the comparison of business volume and turnover data.</p><p>Take Best, which has the last market share in Tongda Department, as an example. In the first half of the year, its business volume was 4 billion pieces and its revenue was 13.871 billion yuan; Zhongtong, which won the first market share, has a single quantity of 10.2 billion pieces, and its revenue (13.798 billion yuan) is actually less than that of Best. The only thing Zhongtong surpassed was Shentong, the former big brother.</p><p><img src=\"https://static.tigerbbs.com/b096dacf62c03c85ea8b236e2c69933d\" tg-width=\"640\" tg-height=\"425\" referrerpolicy=\"no-referrer\"></p><p>(Revenue of 8 express delivery companies in the first half of 2021 Source: China Economic Weekly)</p><p>If you want to analyze revenue, it is more related to business. For example, Yuantong, which had the fastest revenue growth in the first half of the year, mainly contributed from international business and air cargo. However, Zhongtong sends mainly some e-commerce items, with low unit prices and no dispatch fees.</p><p>However, from the perspective of the secondary market, investors obviously don't recognize the logic of revenue. Then where is Zhongtong optimistic?</p><p><b>Take your destiny into your own hands</b></p><p>The entry threshold for express delivery is very low, so there is no need to question this.</p><p>At that time, seeing that fellow villagers established Shentong and Yuantong in Shanghai one by one and achieved their own careers, Lai Meisong, who was in the timber business, also spent 500,000 yuan to join.</p><p>Because to do this business, the difficulty of learning is low, that is, joining. At that time, Shentong established its position as a big brother in the express delivery industry by joining. Even SF Express, which is now self-operated, established its position in the Pearl River Delta through franchisees.</p><p>The latecomers, Yuantong, Yunda, Zhongtong, just copy it. Anyway, at that time, the market was a blue ocean. However, Zhongtong's ability to come from behind is somewhat different, which is due to Lai Meisong.</p><p>At the age of 17, Lai Meisong couldn't afford the tuition of 200 yuan, so he went to work in a factory. Later, he bought a loom with 6,800 yuan and started OEM, but then the market was bad and he lost money. It was the first time Laimeson realized that \"his destiny was in his own hands.\"</p><p>Three years after the establishment of Zhongtong, direct operation was put on the agenda.<b>In 2005, Zhongtong took the lead in operating inter-provincial shuttle buses in Tongda Department, increased investment in sorting and trunk transportation, and engaged in direct operation mode.</b></p><p>But for Zhongtong, it is a reform, and for franchisees, it is a way to destroy people's survival. At that time, because of the defects of joining, Wang Wei also prepared to direct SF, but what he received was intimidation and threats.</p><p>Lai Meisong was not as outstanding as Wang Wei. Zhongtong's direct operation reform is more about direct operation of intermediate links, and does not involve terminal delivery. Moreover, in the transshipment center, the franchisees' cheese was not completely swallowed, but the franchisees were joined through the shareholding system, and the conflict of interests was reconciled a lot.</p><p>However, this reform was only a preliminary exploration, and it didn't help Zhongtong much, or even a burden. For example, at that time, the industry was using air and railway transportation, and the inter-provincial shuttle bus made by Zhongtong required road costs and fuel costs, and the transit fee was simply not enough, and the company had to pay it back.</p><p>However, this reform has laid the groundwork for Zhongtong's counterattack in the era of e-commerce.</p><p>The service problem of joining has always been the pain point of Shentong, which also makes Shentong slowly drag down.</p><p>In 2014, the growth rate of e-commerce reached a peak, with the transaction volume reaching 16.39 trillion yuan, a year-on-year increase of 57.6%. However, when e-commerce develops rapidly, it is also when the complaint rate of Shentong remains high.</p><p>This year, Zhongtong further carried out the reform of direct operation. In the past two years, 24 franchisee outlets were acquired, and most of the transshipment centers and transportation trunk lines were recycled.</p><p>By 2016, Shentong's market share fell from 20.4% in 2011 to 10.4%. On the other side, ZTO took the first place with a share of 14.4%.</p><p>Although Zhongtong's direct operation is only semi-direct operation, the headquarters has the efficiency and cost control of intermediate links, so that there is still a net profit of 2 billion when the revenue is so low. This is one of the reasons why Zhongtong's performance in the secondary market is higher than that of Tongda Department.</p><p><b>Franchise outlets that explode from time to time</b></p><p>Since 2016, after Zhongtong won the first market share, this position seems to be firmly occupied.</p><p>Supporting it is the moat that Zhongtong has been trying to build for many years, that is, self-operated heavy assets, including fleets and venues.</p><p>According to the financial report, as of June 30, ZTO had about 10,100 own vehicles, of which about 8,150 were high-capacity models with a length of 15 to 17 meters. 96 sorting centres, 85 of which are operated by the company and 11 by the company's network partners.</p><p>The self-operated rate of Zhongtong's transshipment center exceeded 90% in 2017.</p><p>Recently, Zhongtong spent another 200 million yuan to register a real estate company. According to market speculation, it may be to set up its own logistics industrial park.</p><p>Seeing that the boss was constantly building a moat, his colleagues in the Tongda Department became anxious. First of all, Shentong. In 2016, after being won by Zhongtong for the first time, it also constantly increased its self-employment rate. In March this year, Shentong had 68 transshipment centers, with a self-operated rate of 94%. As of the first half of the year, there were 3,532 self-operated trunk transportation fleets. In addition, Yunda and Yuantong are also buying their own vehicles.</p><p><b>Now it can be judged that it is already a trend for the express delivery industry to \"go to franchisees\" and expand self-employment. Behind this lies the promotion of consumption upgrading-services must be upgraded, and franchisees are an obstacle to service upgrading.</b></p><p>At that time, Shentong quickly covered the market by developing the asset-light model of franchisees with its first-mover advantage; However, in the second stage of the development of express delivery industry, Zhongtong has improved the transportation efficiency of intermediate links and won market share through the investment of self-operated assets.</p><p>However, whether it is Zhongtong or other Tongda departments, although they recognize the benefits of self-employment, they still face huge resistance from funds and franchisees' interests to cover all districts and counties in China.</p><p>This also led to the incident of transporting live pets in Zhongtong on May Day this year, and the problem that the person in charge of the first-class outlet took dummies for security inspection in Luyi County last year.</p><p><img src=\"https://static.tigerbbs.com/5957874f2af5aa998a42767f8661a37f\" tg-width=\"876\" tg-height=\"415\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>(Source: Network)</p><p>In addition, for Tongda Department, the most difficult part of service upgrade is the last mile, which is the key to service upgrade. In the environment of price war, there is still no antidote in the last mile, and the increase of 10 cents for couriers is a drop in the bucket.</p><p>The history of Zhongtong's coming from behind is the history of Zhongtong's continuous building of moats. Lai Meisong built an asset-heavy company with fleets and venues in an express delivery industry with a very low threshold. Although it faced financial pressure in the early stage, it built a line of defense with the original Tongda Department under the demand of service upgrading, so that its advantages could last forever.</p><p>However, Zhongtong's self-operation can't compete with SF,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>In contrast, this kind of \"semi-finished product\" will always smear Zhongtong from time to time, and there is no good medicine for the most urgent last mile issue. Now, Zhongtong is sandwiched between SF Express and Tongda Department. On the one hand, it is worried that Tongda Department will catch up with it; on the other hand, it feels that it is unrealistic to move closer to SF Express after all.</p><p>Lai Mei<a href=\"https://laohu8.com/S/PC\">Panasonic</a>How do you take your fate into your own hands?</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/nsBjd9QYunfmN6SS0zM1pg\">伯虎财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/04f9da5f3dc781793c54fc86eeccf87a","relate_stocks":{"ZTO":"中通快递","02057":"中通快递-W"},"source_url":"https://mp.weixin.qq.com/s/nsBjd9QYunfmN6SS0zM1pg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143202458","content_text":"快递服务升级，加盟商成了阻碍。\n\n除开互联网，快递是另外一个备受关注的行业，原因是这个行业涉及几百万快递小哥的共同富裕问题。\n在收到7部门联合发布的意见后，通达系和极兔6家公司集体宣布从9月1日起，快递员的派费提高1毛钱。\n这1毛钱与腾讯、阿里的千亿计划相比，如同九牛一毛，不小心透露了行业间的“贫富差距”。\n9月，在所有的快递公司都发完自己的半年报后，才发现，不仅员工和行业之间，就连业内都出现了“贫富分化”——当同行都在亏损的时候，中通成为最先“富裕”的那一个。\n作为“桐庐帮”里最晚进入快递行业的企业之一，如今，中通的市占率已经连续5年领跑行业。中国的快递一哥要出来了？\n营收倒数，市值超通达系总和\n中通成立于2002年，仅比现在通达系里的百世早，当时，行业的老大哥申通已经成立9年。\n这也是中通的传奇所在。截至9月9日，中通的美股市值已经有260亿美元，港股上2066亿港元。据天眼查显示，红杉资本、阿里巴巴、渣打银行、高瓴资本等都是背后的股东。\n\n（融资历程 图源：天眼查）\n相比之下，申通115亿港元，圆通357亿人民币，百世物流22亿美元（百世集团5.93亿美元），韵达510亿人民币，加起来没有中通在美股的市值多。可见，二级市场对于中通的好感度。现在，这种好感度正在进一步提升。\n据国家邮政局数据显示，今年上半年的快递量为493.9亿件，同比增长45.8%。快递公司也吃到了高速增长的红利，业务量的同比增速普遍在40%以上。\n不过，尽管业务量在增长，但是在盈利能力上，快递公司仍存不足。以扣非归母净利润看（相比归母净利润，更能反映企业的赚钱能力），只有韵达、圆通获得了近10亿元的正收益，其它的公司都是负数。\n但是中通，一个公司就拿到了20.54亿元，甩开同行一大截。\n\n（图源：双壹咨询）\n赖梅松说，主要是中通选择了盈利件，放弃了低价亏损件。\n但是，这并不足以解释中通这20亿元如何而来。毕竟，市场份额第一的中通，102亿件换来了20亿元的净利，而老二韵达82亿件却只有3.91亿元，曾经的老大申通，送了48亿件，亏了1.68亿。\n自从快递行业进入到电商引领的阶段后，价格战的硝烟就愈发浓烈。中通为了抢占市场，更是把价格的底线拉满，这点从业务量和营业额的数据对比上就可以一窥。\n以市场份额在通达系里倒数第一的百世为例，上半年，其业务量40亿件，营收138.71亿元；而拿下市场份额第一的中通，102亿件的单量，营收（137.98亿元）居然比百世少。中通唯一超过的还是曾经的老大哥申通。\n\n（8家快递公司2021上半年营收 图源：中国经济周刊）\n如果要分析营收，这更多跟业务有关，比如上半年营收增长最快的圆通，贡献主要来自国际业务和航空货运。但中通送的，主要是一些电商件，单价低，且不计算派费。\n但是，从二级市场上看，投资者显然不认营收的逻辑。那中通被看好的点在哪呢？\n把命运掌握在自己手上\n快递的入门门槛很低，这点无需质疑。\n当年，眼看着老乡一个个在上海建立了申通、圆通，成就自己的事业，做木材生意的赖梅松也掏出了50万加入进来。\n因为要做这门生意，学习的难度低，就是加盟。当时，申通通过加盟的方式在快递行业建立起老大哥的地位，就算是现在搞自营的顺丰，当年也是通过加盟商建立在珠三角的地位。\n后来者，圆通，韵达，中通，复制就行，反正那个时候，市场一片蓝海。但中通能后来居上，多少有点不一样的地方，这点要归功赖梅松。\n17岁的时候，赖梅松交不起200块钱的学费，去工厂打工，后来拿6800块买了一台织布机，做起了代工，但后来行情不好，亏了钱。这是赖梅松第一次意识到“命运要掌握在自己手上。”\n中通成立3年后，直营化提上日程。2005年，中通在通达系中率先运营省际班车，在分拣、干线运输领域加大投入，搞直营模式。\n但对于中通是改革，对加盟商来说，就是灭了人家的活路。当年，因为看到加盟的缺陷，王卫也准备把顺丰直营化，但收到的就是恐吓和威胁。\n赖梅松，并没有像王卫那么绝。中通的直营化改革，更多是对中间环节的直营，并不涉及终端派送。而且在转运中心，也没有彻底吞掉加盟商的奶酪，而是通过股份制的方式让加盟商加入进来，利益矛盾也调和了不少。\n但这次改革仅仅是初步探索而已，没有帮助中通多少，甚至是一种负担，比如当时行业都在用航空和铁路运输，中通做的省际班车，需要的路费和油费，中转费根本不够用，还要公司倒贴。\n但是这次改革，却为中通在电商时代的逆袭埋下伏笔。\n加盟的服务问题，一直是申通的痛处所在，这也使得申通慢慢被拖累。\n2014年，电商的增长速度达到一个峰值，交易额达16.39万亿元，同比增长57.6%。但在电商高速发展的时候，也是申通投诉率居高不下的时候。\n而这一年，中通又进一步进行直营改革。两年间，收购了24个加盟商网点，回收大部分转运中心及运输干线。\n到了2016年，申通的市场份额从2011年的20.4%下滑到了10.4%。另一边，中通以14.4%的份额拿下第一。\n尽管中通的直营只是半直营，但总部有了中间环节的效率和成本把控，以至于在营收这么低的情况下，仍有20亿的净利润。这也是中通在二级市场的表现高于通达系的原因之一。\n时不时爆点的加盟网点\n自2016年开始，中通拿下市场份额第一后，这个位置似乎就被牢牢占据。\n支撑着它的，就是多年来，中通一直试图建立的护城河，即自营重资产，包括车队，场地。\n根据财报，截至6月30日，中通约有1.01万辆自有车辆，其中约8150辆为车长15至17米的高运力车型。96个分拣中心，其中85个由公司运营，11个由公司网络合作伙伴运营。\n中通的转运中心，在2017年自营率就超过9成。\n最近，中通又花了2亿注册了一个房地产公司，根据市场推测，可能是要建立自己的物流产业园。\n通达系同行眼看老大不断建筑护城河，自己也着急起来。首先是申通，2016年，在第一被中通拿下后，自己也不断增大自营率。今年3月，申通拥有转运中心68个，自营率为94%，截至上半年，自营的干线运输车队有3532辆。此外，韵达和圆通等也在添置自有车辆。\n现在可以判断的是，快递行业“去加盟商”，扩大自营已经是一个趋势。这背后在于消费升级的推动——服务肯定也要升级，而加盟商就是服务升级的一个阻碍。\n当年申通凭借先发优势，通过发展加盟商的轻资产模式，很快覆盖市场；但到了快递行业发展的第二阶段，中通通过自营资产的投入，改善了中间环节的运输效率，夺得了市场份额。\n但是不管是中通还是其它通达系，尽管认识到自营的好处，但是要把自营的模式覆盖全国各个区县，仍然面临资金和加盟商利益的巨大阻力。\n这也就导致了今年五一发生的中通运输活体宠物的事件，以及去年在鹿邑县，一级网点的负责人拿假人做安检的问题。\n\n（图源：网络）\n此外，对于通达系来说，服务升级的最艰难一环，还是最后一公里，这才是服务升级的关键所在。在价格战的环境下，最后一公里仍然看不到有何解药，通过给快递员提高的1毛钱派费，更是杯水车薪。\n中通后来居上的历史，就是中通不断建立护城河的历史。赖梅松在一个门槛很低的快递行业，建成了一个集车队、场地的重资产公司，虽然在早期面临资金压力，但是在服务升级的需求下，却与原来的通达系构筑了一道防线，得以让自己的优势长存。\n但是，中通的自营终究无法和顺丰、京东相比，这种“半成品”总会时不时给中通抹黑，在最紧迫的最后一公里问题上，也不见良药。现在，中通夹在顺丰和通达系之间，一方面担心通达系赶上自己，另一方面，又觉得向顺丰靠拢终究不现实。\n赖梅松下一步要怎么把命运掌握在自己手里？","news_type":1,"symbols_score_info":{"02057":0.9,"ZTO":0.9}},"isVote":1,"tweetType":1,"viewCount":1283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883330934,"gmtCreate":1631200406828,"gmtModify":1676530495768,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/883330934","repostId":"2166335310","repostType":4,"repost":{"id":"2166335310","kind":"news","pubTimestamp":1631198710,"share":"https://ttm.financial/m/news/2166335310?lang=en_US&edition=fundamental","pubTime":"2021-09-09 22:45","market":"us","language":"zh","title":"August New Energy Vehicle Monthly Examination Report Card: Electric Up, Fuel Down","url":"https://stock-news.laohu8.com/highlight/detail?id=2166335310","media":"格隆汇","summary":"超预期的销量和渗透率\n昨日盘后乘联会放出8月的最新汽车销量数据，新能源乘用车批发销量30.4万辆，同比增长202.3%，环比增长23.7%，1-8月新能源乘用车批发164.3万辆，同比增长222.5%","content":"<p><h3><b>Exceeding expectations in sales and penetration</b></h3>Yesterday, the Passenger Car Association released the latest automobile sales data in August. The wholesale sales of new energy passenger cars were 304,000 units, a year-on-year increase of 202.3% and a month-on-month increase of 23.7%. From January to August, the wholesale sales of new energy passenger cars were 1.643 million units, a year-on-year increase of 222.5%. Under the influence of core shortage, the market expects low domestic sales in August, while the actual sales performance is strong, with the wholesale end increasing by 24% and the retail end increasing by 12%. The sales data once again proves the high prosperity of the whole industry.</p><p>There is generally a saying in the automobile industry that the sales volume in the fourth quarter will be better than that in the first three quarters. Through the sales data from January to August, it is predictable that the domestic sales volume of new energy vehicles in 2021 will be 3 million units, but if it is more optimistic, it may fall to around 3.1-3.2 million units. The sales forecast of 2 million vehicles by the Passenger Car Association at the beginning of the year has been raised by more than 50%.</p><p><img src=\"https://static.tigerbbs.com/21515ad1b95431cc42358727f6575a23\" tg-width=\"1080\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p><p>After talking about sales, let's take a look at the penetration rate that you care about most. The penetration rate of new energy vehicles from January to August was 12.8%. In August, the penetration rate (wholesale volume data) reached 20.1%, and in July, the penetration rate was 16.32%. The penetration rate increased sharply month-on-month. At the same time, this is the first time that the domestic penetration rate of new energy vehicles has exceeded 20%. The penetration rate began to accelerate after a year of slow climbing. More brokers in the market boldly predict that the penetration rate of 25% may not be achieved in 2025, but it is likely to arrive early in 2022.</p><p><img src=\"https://static.tigerbbs.com/55fac2c98931b681c05017ea0a5bfac0\" tg-width=\"1080\" tg-height=\"559\" referrerpolicy=\"no-referrer\"></p><p>At the same time, the penetration rate of new energy vehicles in Europe reached 28% in Germany, 20% in France and 18% in the UK in August. The double acceleration of market penetration in China and Europe once again proves that electrification is the general trend.</p><p><h3><b>Electric/fuel goes the opposite way</b></h3>Compared with electric vehicles, which have soared in sales and penetration, the overall car market is less favored by consumers.</p><p><img src=\"https://static.tigerbbs.com/ed15b297863bc08ec310451a0a6cf3c2\" tg-width=\"1080\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p><p>In August 2021, the retail sales of the passenger vehicle market reached 1.453 million units, representing a year-on-year decrease of 14.7%, and a decrease of 7% compared with August 2019, representing a weak growth rate. In August, retail sales dropped by 3.3% month-on-month, which is extremely sluggish compared with the monthly positive growth in the range of 6-10% in previous years. Except for the special factor that July of the 2008 Beijing Olympic Games was on the high side, there has been no month-on-month decline in August in the history of China's auto market this century. At the same time, this is also the third consecutive time this year, passenger car sales have declined month-on-month.</p><p>The overall growth rate of passenger cars in August was lower than that in July, mainly affected by chip supply. At present, Malaysia's sealing and testing production line is recovering, and the latest situation is about to recover to 80-90% production capacity, which is expected to be fully recovered in September.</p><p>Even if the chip problem is solved, it may still not solve the sluggish growth rate or even negative growth of the traditional automobile market, because in the current automobile market dominated by the sales of fuel vehicles, electric vehicles are conquering cities and territories, and the industry has become an upward trend of electric vehicles and downward trend of traditional fuel vehicles.</p><p>Judging from the sales growth in the past four years, the increase of electric vehicles was not obvious in 2018-2019 due to the industrial clearance due to the subsidy decline; In early 2020, due to the epidemic, the sales volume in the first half of the year was unsatisfactory, but the industry appeared<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Model 3,<a href=\"https://laohu8.com/S/002594\">BYD</a>Han, Great Wall Euler, Wuling Hongguang Mini and other high-volume explosive cars, coupled with the help of new forces Wei Xiaoli, 2020 can be called China<a href=\"https://laohu8.com/S/600617\">Guoxin Energy</a>The year of the rise of the car.</p><p><img src=\"https://static.tigerbbs.com/8f2f41d6a67b167ee898e19c71f0754e\" tg-width=\"1080\" tg-height=\"562\" referrerpolicy=\"no-referrer\"></p><p>Then 2021 may be the year of incremental opening of the new energy automobile industry. Whether it is new forces or independent automobile companies, they will begin to show a momentum of blooming.</p><p><h3><b>Monthly examination results of car companies</b></h3>In August, the wholesale sales of new energy passenger car manufacturers exceeded 10,000 units:<a href=\"https://laohu8.com/S/002594\">BYD</a>60,800 vehicles,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>44,300 units in China, 43,800 units in SAIC-GM-Wuling, 17,000 units in SAIC Passenger Cars and 11,600 units in GAC Aian. On the OEM,<a href=\"https://laohu8.com/S/600104\">SAIC Group</a>Sales 453,000, -10% year-over-year.<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>Sales of 88K, -22% YoY.<a href=\"https://laohu8.com/S/000625\">Changan Automobile</a>86,000 units sold, BYD 68,000 units,<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>74,000 units.</p><p><img src=\"https://img3.gelonghui.com/a8333-2277772b-d04e-4b8f-8671-e4f5a3fee737.jpg\" tg-width=\"1080\" tg-height=\"670\" referrerpolicy=\"no-referrer\"></p><p>It is worth mentioning that BYD's sales of new energy passenger cars hit a record high in August, reaching 67,630 units, up 331.9% year-on-year and 21% month-on-month. Among them, DM models sold 30,126 units and pure electric models sold 30,382 units. 60,508 electric vehicles were sold; Fuel vehicles sold 7,122 units.</p><p><img src=\"https://static.tigerbbs.com/8642fe4d843f345e7b6a240237516fe6\" tg-width=\"1080\" tg-height=\"645\" referrerpolicy=\"no-referrer\"></p><p>In August, the sales share of BYD's new energy passenger vehicles accounted for 88.29%. At the recent BYD interim report meeting, the company internally revealed that the sales guidance of new energy in 2021 is 800,000 units, that is, 600,000 units of new energy vehicles are expected to be delivered, and more than 100,000 units of fuel vehicles are expected. 2022 sales guidance is 1.5 million units. The sales guidance exceeds market expectations. It can be seen that BYD has no hesitation on the road of transformation from a traditional car company to a new energy car company, and the transformation is more crisp and neat than other independent and traditional car companies in China.</p><p>On the other hand,<a href=\"https://laohu8.com/S/02333\">Great Wall Motors</a>Sales in August amounted to 74,257 units, down 16.98% year-on-year. From January to August, the cumulative sales volume reached 784,000 units, up 39.3% year-on-year. Among them, the sales volume of Euler brand was 12,000 units, representing a year-on-year increase of 153.7%. Except for the Euler series, all other brands declined year-on-year. Although Great Wall has tried its best to ensure the supply of new energy vehicles, the production capacity has been transferred to Euler, which can see the impact of core shortage and production reduction of parts suppliers on sales. Euler new energy vehicles have returned to the scale of more than 10,000 vehicles, but the high sales of fuel vehicles in Great Wall, especially Haval series and tanks, are somewhat overwhelming. How to speed up the transformation of the proportion of new energy vehicles is a common problem that traditional car manufacturers need to face together.</p><p><img src=\"https://static.tigerbbs.com/14d8c9337e858d68fe30b52bb3c490d0\" tg-width=\"1080\" tg-height=\"629\" referrerpolicy=\"no-referrer\"></p><p>In addition to independent and traditional car companies, there are also bright performances in new forces.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>The sales volume reached 9,433 units, an increase of 6.92% from the previous month compared with July, continuing to exceed expectations. The production and sales do not seem to be suppressed by chips. Cumulative sales in the first eight months of this year were 48,176 units.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>In August, 5,880 units were sold, up 157.4% year-on-year. Sales in the first eight months of the year reached 55,767 units. August sales decline mainly affected by overseas chips XPeng delivered 7,214 units in August<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Car, a year-on-year increase of 172%. Cumulative 2021-to-date deliveries reached 45,992 units, up 334% year-over-year. The month-on-month decrease in sales volume was mainly due to the switching of the G3 production line to the mid-term facelift G3i beginning in August, and some planned deliveries of G3 in August were affected. Deliveries of the G3i are scheduled to begin in September 2021 and the P5 in October.</p><p>Comparing the data of car companies, it can be seen that even in the poor environment in August, the sales volume of new energy vehicles of domestic car companies has not decreased, and the production and sales volume has exceeded expectations, which has increased from the previous month. OEMs are obviously ensuring the supply of new energy vehicles. It is estimated that the domestic sales volume of new energy passenger vehicles this year and next year will reach 2.814.07 million units, and the total sales volume after adding commercial vehicles will be 2.96 and 4.22 million units, and the global sales volume will be 5.76 and 8.18 million units.</p><p><h3><b>What to pay attention to in Golden Nine and Silver Ten</b></h3>From the perspective of supply and demand, the downstream electric vehicle sales volume is the underlying logic driving the high growth rate of the industry, then it is derived from the downstream upward in turn.</p><p>1. Downstream car companies:<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The independent rise brought by electric and the supply cycle brought by technology drive are the core logic.</p><p><b>BYD:</b>Accelerate the electrification transformation, have a new electric platform e3.0, and release new Ocean series models. The company ushered in a valuation revaluation. At the same time, it is expected that BYD's installed capacity of power batteries will reach 35GWh this year, and it is expected that the installed capacity of power batteries will still reach a growth rate of more than 100% in 2022.</p><p><b><a href=\"https://laohu8.com/S/601238\">GAC Group</a>：</b>In the first eight months of 2021, the cumulative sales volume of GAC Aian reached 65,200 units, representing a year-on-year increase of 111.3%. Shadow Leopard, GS8, GM8, Sena, Guangzhou Honda INTEGRA and many more new cars are waiting to go on sale. At the end of August, GAC Aian released super-speed battery technology and A480 super-charging pile, which increased the cruising range by 200 kilometers after charging for 5 minutes. Mass production of the supercharging technology will begin in September. GAC Aian's battery and charging pile technology is expected to promote the volume of new models and further enhance the company's competitiveness in the field of electric vehicles.</p><p>2. Midstream battery and four major material companies: optimistic about the links that are most sensitive to demand and in short supply.</p><p>Copper foil plate that is in the most short supply in the second half of the year to next year<b><a href=\"https://laohu8.com/S/600110\">Nordisk Shares</a>、<a href=\"https://laohu8.com/S/688388\">Jiayuan Technology</a></b>。 The market price of copper foil is rising, leading enterprises are still basically at full capacity, and the downstream demand is increasing. However, the supply of upstream equipment and EIA limit the expansion speed of copper foil production capacity. In the next two years, the tightness of supply and demand may further intensify, and the profit of copper foil will continue to climb.</p><p>Secondly, the diaphragm that will be in short supply next year and the most in short supply next year<b><a href=\"https://laohu8.com/S/002812\">Enjie Shares</a>、<a href=\"https://laohu8.com/S/300568\">Star source material</a></b>(Small factories may have started to raise prices). And shortage of graphitization (problems such as technology upgrading/power curtailment)<b><a href=\"https://laohu8.com/S/603659\">Putilai</a></b>Electrolyte supply gap (hexafluorine/solvent price continues to increase)<b><a href=\"https://laohu8.com/S/002709\">God-given materials</a></b>。</p><p>3. Upstream lithium mining companies: Lithium resources are scarce, the mismatch between supply and demand in the upstream is prolonged, and there are not many economically explorable ore resources in the world.</p><p>As of September 1, 2021, the futures price of LC2110 lithium carbonate in Wuxi Electronic Trading has reached 153,000 yuan/ton, a new high this year; Assuming that the spot price of lithium salt rises to the futures price of 150,000 yuan/ton, for the lithium salt production line with self-sufficient resources, the net profit per ton is expected to rise to more than 70,000 yuan, that is, 10,000 tons of lithium salt production capacity corresponds to 700 million net profit. According to 30 times PE, the market value corresponding to 10,000 tons of lithium salt production capacity will rise to more than 21 billion yuan.</p><p><b><a href=\"https://laohu8.com/S/002466\">Tianqi Lithium</a></b>: The forward equity production capacity is 44,800 tonnes (Shehong, Sichuan, Zhangjiagang, Jiangsu and Tongliang, Chongqing production bases) +48,000 tonnes (Quinana, Australia), and the corresponding equity production capacity is expected to be 89,000 tonnes by the end of 2023; In addition, the corresponding equity production capacity of SQM is nearly 50,000 tons, and the total planned production capacity of lithium salt equity of the company reaches 139,000 tons. In 2023, the self-sufficiency rate is about 94%, and the corresponding market value is about 280 billion yuan.</p><p>On the whole, the upstream you go, the greater the elasticity of demand; And the upstream it goes, the higher the profit the company can make (after all, it is difficult to expand the mine, and where the neck is stuck, the right to speak is greater). However, in the whole new energy vehicle segment of the market, funds are rotating, and there will be opportunities in all parts of the Golden Nine and Silver Ten market.</p>","source":"stock_gelonghui","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>August New Energy Vehicle Monthly Examination Report Card: Electric Up, Fuel Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAugust New Energy Vehicle Monthly Examination Report Card: Electric Up, Fuel Down\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-09-09 22:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p><h3><b>Exceeding expectations in sales and penetration</b></h3>Yesterday, the Passenger Car Association released the latest automobile sales data in August. The wholesale sales of new energy passenger cars were 304,000 units, a year-on-year increase of 202.3% and a month-on-month increase of 23.7%. From January to August, the wholesale sales of new energy passenger cars were 1.643 million units, a year-on-year increase of 222.5%. Under the influence of core shortage, the market expects low domestic sales in August, while the actual sales performance is strong, with the wholesale end increasing by 24% and the retail end increasing by 12%. The sales data once again proves the high prosperity of the whole industry.</p><p>There is generally a saying in the automobile industry that the sales volume in the fourth quarter will be better than that in the first three quarters. Through the sales data from January to August, it is predictable that the domestic sales volume of new energy vehicles in 2021 will be 3 million units, but if it is more optimistic, it may fall to around 3.1-3.2 million units. The sales forecast of 2 million vehicles by the Passenger Car Association at the beginning of the year has been raised by more than 50%.</p><p><img src=\"https://static.tigerbbs.com/21515ad1b95431cc42358727f6575a23\" tg-width=\"1080\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p><p>After talking about sales, let's take a look at the penetration rate that you care about most. The penetration rate of new energy vehicles from January to August was 12.8%. In August, the penetration rate (wholesale volume data) reached 20.1%, and in July, the penetration rate was 16.32%. The penetration rate increased sharply month-on-month. At the same time, this is the first time that the domestic penetration rate of new energy vehicles has exceeded 20%. The penetration rate began to accelerate after a year of slow climbing. More brokers in the market boldly predict that the penetration rate of 25% may not be achieved in 2025, but it is likely to arrive early in 2022.</p><p><img src=\"https://static.tigerbbs.com/55fac2c98931b681c05017ea0a5bfac0\" tg-width=\"1080\" tg-height=\"559\" referrerpolicy=\"no-referrer\"></p><p>At the same time, the penetration rate of new energy vehicles in Europe reached 28% in Germany, 20% in France and 18% in the UK in August. The double acceleration of market penetration in China and Europe once again proves that electrification is the general trend.</p><p><h3><b>Electric/fuel goes the opposite way</b></h3>Compared with electric vehicles, which have soared in sales and penetration, the overall car market is less favored by consumers.</p><p><img src=\"https://static.tigerbbs.com/ed15b297863bc08ec310451a0a6cf3c2\" tg-width=\"1080\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p><p>In August 2021, the retail sales of the passenger vehicle market reached 1.453 million units, representing a year-on-year decrease of 14.7%, and a decrease of 7% compared with August 2019, representing a weak growth rate. In August, retail sales dropped by 3.3% month-on-month, which is extremely sluggish compared with the monthly positive growth in the range of 6-10% in previous years. Except for the special factor that July of the 2008 Beijing Olympic Games was on the high side, there has been no month-on-month decline in August in the history of China's auto market this century. At the same time, this is also the third consecutive time this year, passenger car sales have declined month-on-month.</p><p>The overall growth rate of passenger cars in August was lower than that in July, mainly affected by chip supply. At present, Malaysia's sealing and testing production line is recovering, and the latest situation is about to recover to 80-90% production capacity, which is expected to be fully recovered in September.</p><p>Even if the chip problem is solved, it may still not solve the sluggish growth rate or even negative growth of the traditional automobile market, because in the current automobile market dominated by the sales of fuel vehicles, electric vehicles are conquering cities and territories, and the industry has become an upward trend of electric vehicles and downward trend of traditional fuel vehicles.</p><p>Judging from the sales growth in the past four years, the increase of electric vehicles was not obvious in 2018-2019 due to the industrial clearance due to the subsidy decline; In early 2020, due to the epidemic, the sales volume in the first half of the year was unsatisfactory, but the industry appeared<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Model 3,<a href=\"https://laohu8.com/S/002594\">BYD</a>Han, Great Wall Euler, Wuling Hongguang Mini and other high-volume explosive cars, coupled with the help of new forces Wei Xiaoli, 2020 can be called China<a href=\"https://laohu8.com/S/600617\">Guoxin Energy</a>The year of the rise of the car.</p><p><img src=\"https://static.tigerbbs.com/8f2f41d6a67b167ee898e19c71f0754e\" tg-width=\"1080\" tg-height=\"562\" referrerpolicy=\"no-referrer\"></p><p>Then 2021 may be the year of incremental opening of the new energy automobile industry. Whether it is new forces or independent automobile companies, they will begin to show a momentum of blooming.</p><p><h3><b>Monthly examination results of car companies</b></h3>In August, the wholesale sales of new energy passenger car manufacturers exceeded 10,000 units:<a href=\"https://laohu8.com/S/002594\">BYD</a>60,800 vehicles,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>44,300 units in China, 43,800 units in SAIC-GM-Wuling, 17,000 units in SAIC Passenger Cars and 11,600 units in GAC Aian. On the OEM,<a href=\"https://laohu8.com/S/600104\">SAIC Group</a>Sales 453,000, -10% year-over-year.<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>Sales of 88K, -22% YoY.<a href=\"https://laohu8.com/S/000625\">Changan Automobile</a>86,000 units sold, BYD 68,000 units,<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>74,000 units.</p><p><img src=\"https://img3.gelonghui.com/a8333-2277772b-d04e-4b8f-8671-e4f5a3fee737.jpg\" tg-width=\"1080\" tg-height=\"670\" referrerpolicy=\"no-referrer\"></p><p>It is worth mentioning that BYD's sales of new energy passenger cars hit a record high in August, reaching 67,630 units, up 331.9% year-on-year and 21% month-on-month. Among them, DM models sold 30,126 units and pure electric models sold 30,382 units. 60,508 electric vehicles were sold; Fuel vehicles sold 7,122 units.</p><p><img src=\"https://static.tigerbbs.com/8642fe4d843f345e7b6a240237516fe6\" tg-width=\"1080\" tg-height=\"645\" referrerpolicy=\"no-referrer\"></p><p>In August, the sales share of BYD's new energy passenger vehicles accounted for 88.29%. At the recent BYD interim report meeting, the company internally revealed that the sales guidance of new energy in 2021 is 800,000 units, that is, 600,000 units of new energy vehicles are expected to be delivered, and more than 100,000 units of fuel vehicles are expected. 2022 sales guidance is 1.5 million units. The sales guidance exceeds market expectations. It can be seen that BYD has no hesitation on the road of transformation from a traditional car company to a new energy car company, and the transformation is more crisp and neat than other independent and traditional car companies in China.</p><p>On the other hand,<a href=\"https://laohu8.com/S/02333\">Great Wall Motors</a>Sales in August amounted to 74,257 units, down 16.98% year-on-year. From January to August, the cumulative sales volume reached 784,000 units, up 39.3% year-on-year. Among them, the sales volume of Euler brand was 12,000 units, representing a year-on-year increase of 153.7%. Except for the Euler series, all other brands declined year-on-year. Although Great Wall has tried its best to ensure the supply of new energy vehicles, the production capacity has been transferred to Euler, which can see the impact of core shortage and production reduction of parts suppliers on sales. Euler new energy vehicles have returned to the scale of more than 10,000 vehicles, but the high sales of fuel vehicles in Great Wall, especially Haval series and tanks, are somewhat overwhelming. How to speed up the transformation of the proportion of new energy vehicles is a common problem that traditional car manufacturers need to face together.</p><p><img src=\"https://static.tigerbbs.com/14d8c9337e858d68fe30b52bb3c490d0\" tg-width=\"1080\" tg-height=\"629\" referrerpolicy=\"no-referrer\"></p><p>In addition to independent and traditional car companies, there are also bright performances in new forces.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>The sales volume reached 9,433 units, an increase of 6.92% from the previous month compared with July, continuing to exceed expectations. The production and sales do not seem to be suppressed by chips. Cumulative sales in the first eight months of this year were 48,176 units.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>In August, 5,880 units were sold, up 157.4% year-on-year. Sales in the first eight months of the year reached 55,767 units. August sales decline mainly affected by overseas chips XPeng delivered 7,214 units in August<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Car, a year-on-year increase of 172%. Cumulative 2021-to-date deliveries reached 45,992 units, up 334% year-over-year. The month-on-month decrease in sales volume was mainly due to the switching of the G3 production line to the mid-term facelift G3i beginning in August, and some planned deliveries of G3 in August were affected. Deliveries of the G3i are scheduled to begin in September 2021 and the P5 in October.</p><p>Comparing the data of car companies, it can be seen that even in the poor environment in August, the sales volume of new energy vehicles of domestic car companies has not decreased, and the production and sales volume has exceeded expectations, which has increased from the previous month. OEMs are obviously ensuring the supply of new energy vehicles. It is estimated that the domestic sales volume of new energy passenger vehicles this year and next year will reach 2.814.07 million units, and the total sales volume after adding commercial vehicles will be 2.96 and 4.22 million units, and the global sales volume will be 5.76 and 8.18 million units.</p><p><h3><b>What to pay attention to in Golden Nine and Silver Ten</b></h3>From the perspective of supply and demand, the downstream electric vehicle sales volume is the underlying logic driving the high growth rate of the industry, then it is derived from the downstream upward in turn.</p><p>1. Downstream car companies:<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The independent rise brought by electric and the supply cycle brought by technology drive are the core logic.</p><p><b>BYD:</b>Accelerate the electrification transformation, have a new electric platform e3.0, and release new Ocean series models. The company ushered in a valuation revaluation. At the same time, it is expected that BYD's installed capacity of power batteries will reach 35GWh this year, and it is expected that the installed capacity of power batteries will still reach a growth rate of more than 100% in 2022.</p><p><b><a href=\"https://laohu8.com/S/601238\">GAC Group</a>：</b>In the first eight months of 2021, the cumulative sales volume of GAC Aian reached 65,200 units, representing a year-on-year increase of 111.3%. Shadow Leopard, GS8, GM8, Sena, Guangzhou Honda INTEGRA and many more new cars are waiting to go on sale. At the end of August, GAC Aian released super-speed battery technology and A480 super-charging pile, which increased the cruising range by 200 kilometers after charging for 5 minutes. Mass production of the supercharging technology will begin in September. GAC Aian's battery and charging pile technology is expected to promote the volume of new models and further enhance the company's competitiveness in the field of electric vehicles.</p><p>2. Midstream battery and four major material companies: optimistic about the links that are most sensitive to demand and in short supply.</p><p>Copper foil plate that is in the most short supply in the second half of the year to next year<b><a href=\"https://laohu8.com/S/600110\">Nordisk Shares</a>、<a href=\"https://laohu8.com/S/688388\">Jiayuan Technology</a></b>。 The market price of copper foil is rising, leading enterprises are still basically at full capacity, and the downstream demand is increasing. However, the supply of upstream equipment and EIA limit the expansion speed of copper foil production capacity. In the next two years, the tightness of supply and demand may further intensify, and the profit of copper foil will continue to climb.</p><p>Secondly, the diaphragm that will be in short supply next year and the most in short supply next year<b><a href=\"https://laohu8.com/S/002812\">Enjie Shares</a>、<a href=\"https://laohu8.com/S/300568\">Star source material</a></b>(Small factories may have started to raise prices). And shortage of graphitization (problems such as technology upgrading/power curtailment)<b><a href=\"https://laohu8.com/S/603659\">Putilai</a></b>Electrolyte supply gap (hexafluorine/solvent price continues to increase)<b><a href=\"https://laohu8.com/S/002709\">God-given materials</a></b>。</p><p>3. Upstream lithium mining companies: Lithium resources are scarce, the mismatch between supply and demand in the upstream is prolonged, and there are not many economically explorable ore resources in the world.</p><p>As of September 1, 2021, the futures price of LC2110 lithium carbonate in Wuxi Electronic Trading has reached 153,000 yuan/ton, a new high this year; Assuming that the spot price of lithium salt rises to the futures price of 150,000 yuan/ton, for the lithium salt production line with self-sufficient resources, the net profit per ton is expected to rise to more than 70,000 yuan, that is, 10,000 tons of lithium salt production capacity corresponds to 700 million net profit. According to 30 times PE, the market value corresponding to 10,000 tons of lithium salt production capacity will rise to more than 21 billion yuan.</p><p><b><a href=\"https://laohu8.com/S/002466\">Tianqi Lithium</a></b>: The forward equity production capacity is 44,800 tonnes (Shehong, Sichuan, Zhangjiagang, Jiangsu and Tongliang, Chongqing production bases) +48,000 tonnes (Quinana, Australia), and the corresponding equity production capacity is expected to be 89,000 tonnes by the end of 2023; In addition, the corresponding equity production capacity of SQM is nearly 50,000 tons, and the total planned production capacity of lithium salt equity of the company reaches 139,000 tons. In 2023, the self-sufficiency rate is about 94%, and the corresponding market value is about 280 billion yuan.</p><p>On the whole, the upstream you go, the greater the elasticity of demand; And the upstream it goes, the higher the profit the company can make (after all, it is difficult to expand the mine, and where the neck is stuck, the right to speak is greater). However, in the whole new energy vehicle segment of the market, funds are rotating, and there will be opportunities in all parts of the Golden Nine and Silver Ten market.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.gelonghui.com/p/486093\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c0e74fc4bd3f324708cde2effd696613","relate_stocks":{"002594":"比亚迪","TSLA":"特斯拉"},"source_url":"https://www.gelonghui.com/p/486093","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166335310","content_text":"超预期的销量和渗透率\n昨日盘后乘联会放出8月的最新汽车销量数据，新能源乘用车批发销量30.4万辆，同比增长202.3%，环比增长23.7%，1-8月新能源乘用车批发164.3万辆，同比增长222.5%。在缺芯的影响下，市场对8月国内销量预期较低，而实际销量表现强劲，批发端环比提升24%，零售端环比提升12%。销量数据再次证明了整个行业的高景气度。\n汽车行业一般有金九银十的说法，即四季度的销量会比前三季度要更好，通过1-8月的销量数据推测，2021年全年国内新能源汽车销量300万辆是可以预见的，而如果更乐观的预测，可能会落在310-320万辆左右。对于年初乘联会200万辆的销量预测，已经上调超过50%。\n\n说完销量，来看看最关心的渗透率。新能源汽车1-8月渗透率12.8%。8月渗透率（批发量数据）达到20.1%，7月渗透率为16.32%，渗透率环比大幅上升，同时这也是第一次新能源汽车国内渗透率破20%。渗透率在经过了一年的缓慢爬坡之后，开始进入加速阶段。市场上更有券商大胆预测，实现25%的渗透率或许不是在2025年，很有可能会在2022年提前到来。\n\n与此同时，欧洲新能源车渗透率如德国8月达28%，法国达20%，英国18%，中欧市场渗透率双加速再次证明电动化是大势所趋。\n电动/燃油背道而驰\n和销量、渗透率扶摇直上的电动车相比，整体汽车市场就没那么被消费者们眷顾了。\n\n2021年8月乘用车市场零售达到145.3万辆，同比下降14.7%，而且相较2019年8月下降7%，增速偏弱。8月零售环比下降3.3%，与历年月度环比正增长在6-10%的区间相比是异常低迷的，除了08年北京奥运会的7月偏高的特殊因素，本世纪中国车市历史上没有出现过8月的环比下降的情况。同时这也是今年连续三次，乘用车销量环比下降。\n8月乘用车整体增速低于7月，主要受到芯片供应的影响。目前看马来西亚封测产线正在恢复，最新情况即将恢复到80-90%产能，预计9月内完全恢复。\n即使芯片问题解决，或许仍然解决不了传统汽车市场低迷的增速甚至是负增长，因为在当下还是燃油车销量主导的汽车市场里，电动车正在攻城略地，行业已然变成了电动车向上，传统燃油车向下的趋势。\n从过去四年的销量增长来看，2018-2019由于补贴退坡出现产业出清，电动车的增量并不明显；2020年前期由于疫情原因，上半年销量不尽人意，但是行业出现了特斯拉的Model 3 、比亚迪汉、长城欧拉、五菱宏光Mini这样的上量爆款车，加上有新势力蔚小理的助力，2020年可以叫做中国新能源汽车的起势之年。\n\n那么2021年，可能是新能源汽车行业的增量开启之年，无论是新势力还是自主车企，开始呈现百花齐放的势头。\n车企月考成绩\n8月新能源乘用车厂商批发销量突破万辆的企业有：比亚迪6.08万辆、特斯拉中国4.43万辆、上汽通用五菱4.38万辆、上汽乘用车1.7万辆、广汽埃安1.16万辆辆。整车厂上，上汽集团销售45.3万，同比-10%。吉利汽车销售8.8万，同比-22%。长安汽车销量8.6万辆，比亚迪6.8万辆，长城汽车7.4万辆。\n\n值得一提的是比亚迪8月新能源乘用车销量再创历史新高，达到67630辆，同比增涨331.9%，环比增长21%。其中DM车型销量30126辆，纯电销量30382辆。电动车销量60508辆；燃油车销量7122辆。\n\n8月比亚迪新能源乘用车销量份额占比达到88.29%。在最近的比亚迪中报会上，公司内部透露2021年新能源的销量指引为80万辆，即新能源车预计交付 60 万台，燃油车有十几万台。2022 年销量指引为150万辆。销量指引超市场预期，可以看出比亚迪在从传统车企到新能源汽车公司的转型之路上毫不犹豫，比国内其他的自主、传统车企转型更干脆利落。\n另一方面，长城汽车8月销量74257辆，同比下降16.98%。1-8月累计销量达78.4万辆，同比增长39.3%。其中，欧拉品牌销量为1.2万辆，同比增长153.7%。除了欧拉系列，其余品牌皆是同比下降。尽管长城已经极力在保证新能源汽车的供应，产能转给了欧拉，能够看出缺芯以及零部件供应商减产对销量的冲击。欧拉新能源车重回万辆以上规模，但是长城的燃油车的高销量特别是哈弗系列以及坦克有些喧宾夺主，如何加快新能源汽车占比转型是传统车厂需要共同面对的问题。\n\n除了自主和传统车企，新势力中也有亮眼表现，8月理想汽车销量达9433辆，相比7月，环比又增长了6.92%，继续超预期，产销似乎并不受芯片压制。今年前8个月累计销量48176辆。\n蔚来8月销量5880辆，同比增长了157.4%。今年前8个月的销量达到了55767辆。8月销量下降主要受海外芯片的影响8月小鹏交付7,214辆智能车，同比增长172%。2021年至今累计交付量达到45,992辆，同比增长334%。销量环比下降主要由于8月开始将G3生产线切换为其中期改款版G3i，G3在8月的部分计划交付受到影响。G3i计划将于2021年9月开始交付，P5将于10月开始交付。\n对比车企数据可以看出，即使是在8月大环境不佳的情况下，国内车企的新能源汽车销量热度不减，产销量超预期，环比有提升，主机厂明显在保证新能源汽车的供应。预计国内今明年新能源乘用车销量至281、407万辆，加上商用车后总销量在296、422万辆，全球销量在576、818万辆。\n金九银十需要关注什么\n如果从供需关系来看，下游的电动车销量是驱动行业高增速的底层逻辑，那么依次从下游往上推导。\n1. 下游车企：智能电动带来的自主崛起，技术驱动带来的供给周期是核心逻辑。\n比亚迪：加速电动化转型、拥有全新电动平台e3.0、发布新款海洋系列车型。公司迎来估值重估。同时预计比亚迪今年动力电池装机量将达到35GWh，预计2022年动力电池的装机量依旧会达到100%以上的增速。\n广汽集团：2021年前8月广汽埃安累计销量达6.52万辆，同比增长111.3%。影豹、GS8、GM8、塞那、广州本田INTEGRA等众多新车等待上市。广汽埃安8月底发布超倍速电池技术和A480超充桩，充电5分钟续航里程增加200公里。超充技术将于9月开始量产。广汽埃安电池和充电桩技术有望促进新车型放量，进一步提升公司在电动车领域竞争力。\n2. 中游电池以及四大材料公司：看好对需求最敏感、紧缺的环节。\n下半年到明年最为紧缺的铜箔板块诺德股份、嘉元科技。铜箔市场价格上涨，龙头企业仍基本处于满负荷生产状态，下游需求增加但上游设备供给及环评限制了铜箔产能扩张速度，未来两年供需紧张程度或进一步加剧，铜箔盈利将持续爬升。\n其次为明年较为紧缺，后年最为紧缺的隔膜恩捷股份、星源材质（小厂或已经开始涨价）。以及紧缺石墨化（技术提升/限电等问题）的璞泰来，电解液供应缺口（六氟/溶剂继续涨价）的天赐材料。\n3. 上游锂矿公司：锂矿资源稀缺，上游的供需错配时间拉长，全球可勘探的具备经济性的矿石资源不多。\n截至2021年9月1日，无锡电子盘LC2110碳酸锂期货价格已达到15.3万元/吨，为今年新高值；假设锂盐现货价格上升到期货价格15万元/吨，针对有资源自给的锂盐产线而言，单吨的净利润有望上升到7万以上，即1万吨锂盐产能对应7亿净利润，按30倍PE，则1万吨锂盐产能对应的市值将上升到210亿以上。\n天齐锂业：远期权益产能为4.48万吨（四川射洪、江苏张家港和重庆铜梁生产基地）+4.8万吨（澳大利亚奎纳纳），预计2023年底对应权益产能8.9万吨；再加上SQM 对应权益产能近5万吨，合计公司锂盐权益总规划产能达 13.9 万吨。2023年自给率大概94%，对应市值大概为2800亿元。\n整体来说，越往上游，需求的弹性越大；并且越往上游，公司能够获得的利润越高（毕竟矿的扩产很难，哪里卡脖子，哪里的话语权就更大）。但是市场对整个新能源汽车细分板块里面，资金是轮动的，在金九银十的行情下各部分都会有机会。","news_type":1,"symbols_score_info":{"TSLA":0.9,"002594":0.9}},"isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889965471,"gmtCreate":1631104668793,"gmtModify":1676530468354,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/889965471","repostId":"1172529926","repostType":4,"repost":{"id":"1172529926","kind":"news","pubTimestamp":1631102463,"share":"https://ttm.financial/m/news/1172529926?lang=en_US&edition=fundamental","pubTime":"2021-09-08 20:01","market":"us","language":"zh","title":"Warning sounds sounded one after another! Morgan Stanley, Citi, Credit Suisse are bearish on the outlook of U.S. stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1172529926","media":"FX168 ","summary":"摩根士丹利、花旗集团和瑞士信贷集团（Credit Suisse Group AG）等华尔街大型投行都对美国股市前景发出警告。\n摩根士丹利周二（9月7日）将美股评级下调至“减持”，包括Andrew Sh","content":"<p>Major Wall Street investment banks such as Morgan Stanley, Citigroup and Credit Suisse Group AG have all warned about the outlook for U.S. stocks.</p><p>Morgan Stanley downgraded U.S. stocks to \"underweight\" on Tuesday (September 7), and Morgan Stanley strategists including Andrew Sheets wrote in a note that during this period of \"historically poor seasonality\", the tension between rising inflation expectations and low yields is at play.</p><p>Sheets believes that the S&P 500 target is at 4,000 by the end of the year, which is about 12% below the current level.</p><p>Although COVID-19 infections in many parts of the world have begun to rise again, and the Federal Reserve (FED) is getting closer and closer to gradually tapering its stimulus plan, U.S. stocks have continued their strong performance recently.</p><p>However, Lisa Shalett, chief investment officer of Morgan Stanley's wealth management division, said that U.S. stocks are very fragile and need to be repriced to cope with inflation and rising interest rates. It is expected that the S&P 500 index will see a 10%-15% correction before the end of the year.</p><p>On the same day that Sheets downgraded U.S. stocks, Citigroup said any small correction risks being amplified given the size of the bullish position.</p><p>Tobias Levkovich, chief U.S. stock strategist at Citi, is firmly bearish on U.S. stocks, expecting the S&P 500 to close at 4,000 points this year and reach 4,350 points in June next year.</p><p>Credit Suisse said Wednesday it maintained a small underweight in U.S. stocks due to overvaluations and regulatory risks, among other reasons.</p><p>The warning from Wall Street investment banks comes as the S&P 500 has outperformed global equities this year, setting a new record.</p><p><img src=\"https://static.tigerbbs.com/b7efe7420e7ceead6f848c2b05151757\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">(Image credit: Bloomberg)</p><p>In the global allocation, Morgan Stanley said, it prefers European and Japanese stocks.</p><p>Credit Suisse strategist Andrew Garthwaite wrote in a note that the company increased its holdings in European stocks and upgraded emerging market stocks excluding China to the same grade.</p>","source":"fx168","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>Warning sounds sounded one after another! Morgan Stanley, Citi, Credit Suisse are bearish on the outlook of U.S. stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarning sounds sounded one after another! Morgan Stanley, Citi, Credit Suisse are bearish on the outlook of U.S. stocks\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">FX168 </strong><span class=\"h-time small\">2021-09-08 20:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Major Wall Street investment banks such as Morgan Stanley, Citigroup and Credit Suisse Group AG have all warned about the outlook for U.S. stocks.</p><p>Morgan Stanley downgraded U.S. stocks to \"underweight\" on Tuesday (September 7), and Morgan Stanley strategists including Andrew Sheets wrote in a note that during this period of \"historically poor seasonality\", the tension between rising inflation expectations and low yields is at play.</p><p>Sheets believes that the S&P 500 target is at 4,000 by the end of the year, which is about 12% below the current level.</p><p>Although COVID-19 infections in many parts of the world have begun to rise again, and the Federal Reserve (FED) is getting closer and closer to gradually tapering its stimulus plan, U.S. stocks have continued their strong performance recently.</p><p>However, Lisa Shalett, chief investment officer of Morgan Stanley's wealth management division, said that U.S. stocks are very fragile and need to be repriced to cope with inflation and rising interest rates. It is expected that the S&P 500 index will see a 10%-15% correction before the end of the year.</p><p>On the same day that Sheets downgraded U.S. stocks, Citigroup said any small correction risks being amplified given the size of the bullish position.</p><p>Tobias Levkovich, chief U.S. stock strategist at Citi, is firmly bearish on U.S. stocks, expecting the S&P 500 to close at 4,000 points this year and reach 4,350 points in June next year.</p><p>Credit Suisse said Wednesday it maintained a small underweight in U.S. stocks due to overvaluations and regulatory risks, among other reasons.</p><p>The warning from Wall Street investment banks comes as the S&P 500 has outperformed global equities this year, setting a new record.</p><p><img src=\"https://static.tigerbbs.com/b7efe7420e7ceead6f848c2b05151757\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">(Image credit: Bloomberg)</p><p>In the global allocation, Morgan Stanley said, it prefers European and Japanese stocks.</p><p>Credit Suisse strategist Andrew Garthwaite wrote in a note that the company increased its holdings in European stocks and upgraded emerging market stocks excluding China to the same grade.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-09-08/doc-iktzqtyt4840102.shtml\">FX168 </a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{".DJI":"道琼斯","C":"花旗"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-09-08/doc-iktzqtyt4840102.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172529926","content_text":"摩根士丹利、花旗集团和瑞士信贷集团（Credit Suisse Group AG）等华尔街大型投行都对美国股市前景发出警告。\n摩根士丹利周二（9月7日）将美股评级下调至“减持”，包括Andrew Sheets在内的大摩策略师在一份报告中写道，在这个“历来季节性不佳”的时期，德尔塔病毒感染病例增加，通胀预期上升与收益率偏低之间的紧张关系都在发挥作用。\nSheets认为标普500年底目标点位在4000点，较当前水平低12%左右。\n尽管全球许多地区的新冠病毒感染开始再度上升，美联储（FED）离逐步缩减刺激计划越来越近，美股近期依然延续强势表现。\n但摩根士丹利财富管理部门首席投资官Lisa Shalett表示，美股十分脆弱，需要重新定价以应对通胀和利率上升，预计标普500指数年底前将出现10%-15%回调。\n就在Sheets下调美股评级的同一天，花旗集团（Citigroup）表示，鉴于看涨头寸的规模，任何小幅调整都有被放大的风险。\n花旗首席美股策略师Tobias Levkovich坚定看空美股，预计标普500指数今年收在4000点，明年6月达到4350点。\n瑞士信贷（Credit Suisse）周三表示，由于估值过高和监管风险等原因，该公司维持了对美国股市的小幅减持。\n华尔街投行发出警告之际，标普500指数今年的表现优于全球股市，创下新的纪录。\n（图片来源：彭博）\n摩根士丹利表示，在全球配置中，更倾向于欧洲和日本的股票。\n瑞士信贷策略师Andrew Garthwaite在一份报告中写道，该公司增持欧洲股票，并将不包括中国在内的新兴市场股票调高至同样等级。","news_type":1,"symbols_score_info":{".DJI":0.9,"CS":0.9,"C":0.9}},"isVote":1,"tweetType":1,"viewCount":1164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817195580,"gmtCreate":1630915684340,"gmtModify":1676530419856,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/817195580","repostId":"2165386214","repostType":4,"repost":{"id":"2165386214","kind":"news","pubTimestamp":1630914962,"share":"https://ttm.financial/m/news/2165386214?lang=en_US&edition=fundamental","pubTime":"2021-09-06 15:56","market":"us","language":"zh","title":"How long can OPEC + ramp up production before the storm hits in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2165386214","media":"智通财经","summary":"上周三，在不到一小时的短暂视频会议后，OPEC+同意坚持其逐步增加石油产量的现有政策，并批准了10月份的增产计划。据悉，7月该组织同意逐步削减创纪录的减产计划，逐月增加40万桶/日石油产量。\n不过，对","content":"<p>Last Wednesday, after a brief video conference of less than an hour, OPEC + agreed to stick to its existing policy of gradually increasing oil production and approved plans to increase production in October. It is reported that in July the organization agreed to gradually cut the record production cut plan, increasing oil production by 400,000 barrels per day month by month.</p><p>For OPEC +, though, such easy days may be numbered. OPEC + analysis of next year's oil market suggests there are still challenges to overcome. The benefits of last year's decision to cut production are clear; If oil inventories are to be prevented from rising again, the group may have to abandon future plans to increase production, and possibly even cut production again.</p><p><img src=\"https://static.tigerbbs.com/1126aab473e83b98d81be0de33e71d4d\" tg-width=\"637\" tg-height=\"381\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>OPEC + hopes to resume oil production it cut in 2020 next September</p><p>Under OPEC +' s current output agreement, the organization is increasing supplies every month until it resumes all the output it cut in 2020; With all going well, it is anticipated that this will take until September 2022.</p><p>The road ahead is always rough and full of bumps, though. Analysts at OPEC + believe that if the pandemic rebound takes a hit to demand in the final quarter of the year, the policy of increasing production will be in an awkward position in early 2022 or earlier. Before last week's meeting, the organization's analysts submitted two oil demand forecasts for 2022, of which the most optimistic forecast believes that the average global oil demand per day will be 99.9 million barrels per day next year, which is only close to the peak of 100 million barrels per day before the pandemic.</p><p>Even if demand fully recovers, analysts believe that if OPEC + increases production according to the current plan, the balance between oil supply and demand will return to a surplus state. In a more pessimistic alternative scenario, inventories would grow by a greater magnitude, reducing oil demand by nearly 2 million barrels per day.</p><p><img src=\"https://static.tigerbbs.com/90d6bac0efd2c180e7add5edc01ae440\" tg-width=\"654\" tg-height=\"365\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>OPEC forecasts significant inventory additions in 2022 under current production ramp-up plans</p><p>Saudi Energy Minister Prince Abdulaziz bin Salman has set a target to reduce commercial oil inventories in advanced OECD economies to the 2015-2019 average. If inventory is measured by simple quantities, the target was reached in April; Even in terms of oil demand days (which may be a more useful measure), this target is close, only 1.5 days above the set target at the end of July, down from 17 days in March 2020.</p><p>Either way, OPEC + has done an excellent job of rebalancing the oil market so far, and the success the organization has achieved has also affected oil output in other regions. Crude oil producers in the United States have finally reacted to higher oil prices, with U.S. crude oil production increasing by 500,000 barrels per day since June and now at its highest level since May 2020.</p><p>But OPEC + will face a real challenge in the coming months: The group wants to reduce supplies, and many members are looking to increase oil production even further.</p><p><img src=\"https://static.tigerbbs.com/e53b853d62e0bbb4db7b8cfdcab0c37e\" tg-width=\"645\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>With production increase policy unchanged, OPEC believes oil inventories will return to peak during the pandemic</p><p>Even in the base case forecast, the current policy of increasing production each month will bring the OECD's commercial oil inventories back almost to their peak levels of 3.2 billion barrels during the pandemic, enough to meet oil demand for more than 31 days.</p><p>Of course, OPEC + may not meet all of its planned production ramp-up targets. Some members, such as Angola and Nigeria, are already struggling to increase production within the allowable limits, and even Russia, the largest non-OPEC producer, may struggle to meet its production increase target by the middle of next year. This will reduce the number of problems the organization needs to face.</p><p>But the problem remains. Unless demand for oil becomes stronger, or production outside OPEC + falls well short of the group's analysts' forecasts, it won't be long before OPEC + will have to consider cutting production again. When that happens, OPEC + could be deadlocked on negotiations again, as it did in early July.</p>","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\" 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>How long can OPEC + ramp up production before the storm hits in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow long can OPEC + ramp up production before the storm hits in 2022\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2021-09-06 15:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Last Wednesday, after a brief video conference of less than an hour, OPEC + agreed to stick to its existing policy of gradually increasing oil production and approved plans to increase production in October. It is reported that in July the organization agreed to gradually cut the record production cut plan, increasing oil production by 400,000 barrels per day month by month.</p><p>For OPEC +, though, such easy days may be numbered. OPEC + analysis of next year's oil market suggests there are still challenges to overcome. The benefits of last year's decision to cut production are clear; If oil inventories are to be prevented from rising again, the group may have to abandon future plans to increase production, and possibly even cut production again.</p><p><img src=\"https://static.tigerbbs.com/1126aab473e83b98d81be0de33e71d4d\" tg-width=\"637\" tg-height=\"381\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>OPEC + hopes to resume oil production it cut in 2020 next September</p><p>Under OPEC +' s current output agreement, the organization is increasing supplies every month until it resumes all the output it cut in 2020; With all going well, it is anticipated that this will take until September 2022.</p><p>The road ahead is always rough and full of bumps, though. Analysts at OPEC + believe that if the pandemic rebound takes a hit to demand in the final quarter of the year, the policy of increasing production will be in an awkward position in early 2022 or earlier. Before last week's meeting, the organization's analysts submitted two oil demand forecasts for 2022, of which the most optimistic forecast believes that the average global oil demand per day will be 99.9 million barrels per day next year, which is only close to the peak of 100 million barrels per day before the pandemic.</p><p>Even if demand fully recovers, analysts believe that if OPEC + increases production according to the current plan, the balance between oil supply and demand will return to a surplus state. In a more pessimistic alternative scenario, inventories would grow by a greater magnitude, reducing oil demand by nearly 2 million barrels per day.</p><p><img src=\"https://static.tigerbbs.com/90d6bac0efd2c180e7add5edc01ae440\" tg-width=\"654\" tg-height=\"365\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>OPEC forecasts significant inventory additions in 2022 under current production ramp-up plans</p><p>Saudi Energy Minister Prince Abdulaziz bin Salman has set a target to reduce commercial oil inventories in advanced OECD economies to the 2015-2019 average. If inventory is measured by simple quantities, the target was reached in April; Even in terms of oil demand days (which may be a more useful measure), this target is close, only 1.5 days above the set target at the end of July, down from 17 days in March 2020.</p><p>Either way, OPEC + has done an excellent job of rebalancing the oil market so far, and the success the organization has achieved has also affected oil output in other regions. Crude oil producers in the United States have finally reacted to higher oil prices, with U.S. crude oil production increasing by 500,000 barrels per day since June and now at its highest level since May 2020.</p><p>But OPEC + will face a real challenge in the coming months: The group wants to reduce supplies, and many members are looking to increase oil production even further.</p><p><img src=\"https://static.tigerbbs.com/e53b853d62e0bbb4db7b8cfdcab0c37e\" tg-width=\"645\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>With production increase policy unchanged, OPEC believes oil inventories will return to peak during the pandemic</p><p>Even in the base case forecast, the current policy of increasing production each month will bring the OECD's commercial oil inventories back almost to their peak levels of 3.2 billion barrels during the pandemic, enough to meet oil demand for more than 31 days.</p><p>Of course, OPEC + may not meet all of its planned production ramp-up targets. Some members, such as Angola and Nigeria, are already struggling to increase production within the allowable limits, and even Russia, the largest non-OPEC producer, may struggle to meet its production increase target by the middle of next year. This will reduce the number of problems the organization needs to face.</p><p>But the problem remains. Unless demand for oil becomes stronger, or production outside OPEC + falls well short of the group's analysts' forecasts, it won't be long before OPEC + will have to consider cutting production again. When that happens, OPEC + could be deadlocked on negotiations again, as it did in early July.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/554738.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80c13588f559343a96ce06d72d3cf4d5","relate_stocks":{"DWT":"三倍做空原油ETN","SCO":"二倍做空彭博原油指数ETF","USO":"美国原油ETF","UCO":"二倍做多彭博原油ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","DDG":"ProShares做空石油与天然气ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/554738.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165386214","content_text":"上周三，在不到一小时的短暂视频会议后，OPEC+同意坚持其逐步增加石油产量的现有政策，并批准了10月份的增产计划。据悉，7月该组织同意逐步削减创纪录的减产计划，逐月增加40万桶/日石油产量。\n不过，对于OPEC+来说，这样轻松的日子可能屈指可数了。OPEC+对明年石油市场的分析表明仍有挑战需要克服。去年作出的减产的决定所带来的好处是显而易见的;如果要防止石油库存再次上升，该组织可能不得不放弃未来的增产计划，甚至有可能重新减产。\n\nOPEC+希望在明年9月恢复其在2020年削减的石油产量\n根据OPEC+目前的产量协议，该组织每个月都在增加供应，直到恢复在2020年所削减的全部产量;在一切顺利的情况下，预计这需要到2022年9月才能实现。\n不过，前方的道路总是崎岖且充满颠簸的。OPEC+的分析师认为，如果疫情反弹在今年最后一个季度对需求造成冲击，增产政策将在2022年初或更早的时候陷入尴尬的境地。在上周的会议前，该组织分析师提交了两份2022年石油需求预测，其中最乐观的一份预测认为，明年全球石油日均需求为9990万桶，也仅仅是接近疫情前1亿桶/天的峰值。\n即便是在需求完全恢复的情况下，分析师认为如果OPEC+按照目前的计划增产，石油供需平衡将回到过剩状态。在更悲观的另一种情况下，库存增长的幅度会更大，每日石油需求将减少近200万桶。\n\nOPEC预测，根据目前的增产计划，2022年将增加大量库存\n沙特能源部长阿卜杜勒·阿齐兹·本·萨勒曼亲王确定了将经合组织(OECD)发达经济体的商业石油库存降至2015-2019年平均水平的目标。如果用简单的数量来衡量库存，该目标已于4月份达成;即使从石油需求天数(这可能是一个更有用的衡量标准)这一角度来看待这个目标，也已经很接近了，截至7月底仅比所定下的目标高1.5天，低于2020年3月的17天。\n不管怎样，到目前为止，OPEC+在重新平衡石油市场方面做得非常出色，该组织所获得的成功也影响了其他地区的石油产出。美国的原油生产商终于对油价上涨做出了反应，自6月以来，美国原油产量每日增加50万桶，目前正处于2020年5月以来的最高水平。\n但OPEC+将在未来几个月面临真正的挑战：该组织想要减少供应，而许多成员国正打算进一步增加石油产量。\n\n在增产政策不变的情况下，OPEC认为石油库存将回到疫情期间的峰值\n即使在基本情况预测中，当前每月增产的政策将使经合组织的商业石油库存几乎恢复到疫情期间32亿桶的峰值水平，足以满足超过31天以上的石油需求。\n当然，OPEC+可能无法实现其计划的所有增产目标。一些成员国，例如安哥拉和尼日利亚，已经难以在允许范围内增加产量，即便是最大的非OPEC产油国俄罗斯，也可能难以在明年年中实现增产目标。这将减少该组织所需面临的问题。\n但问题仍然存在。除非石油需求变得更加强劲，或者OPEC+以外的石油产量远低于该组织分析师的预测，否则不久之后，OPEC+将不得不再次考虑减产。当这种情况发生时，OPEC+可能会像7月初那样，在谈判上再次陷入僵局。","news_type":1,"symbols_score_info":{"QMmain":0.9,"DWT":0.9,"BZmain":0.9,"DWTIF":0.9,"SCO":0.9,"DDG":0.9,"USO":0.9,"UCO":0.9,"UWTIF":0.9,"CLmain":0.9,"DUG":0.9}},"isVote":1,"tweetType":1,"viewCount":1107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":814963013,"gmtCreate":1630744413732,"gmtModify":1676530389361,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/814963013","repostId":"1152020609","repostType":4,"repost":{"id":"1152020609","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630572749,"share":"https://ttm.financial/m/news/1152020609?lang=en_US&edition=fundamental","pubTime":"2021-09-02 16:52","market":"sh","language":"zh","title":"Reminder: U.S. stocks are closed for one day on September 6th due to Labor Day in the United States","url":"https://stock-news.laohu8.com/highlight/detail?id=1152020609","media":"老虎资讯综合","summary":"9月6日（下周一），美国股市因劳工节休市一天，9月7日（下周二）起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介：\n九月的第一个星期一是美国的劳工节（Labor Day），在189","content":"<p>On September 6th (next Monday), the U.S. stock market will be closed for one day for Labor Day, and trading will resume from September 7th (next Tuesday).</p><p>Hong Kong shares, A shares, British shares, Australian shares and Singapore stock markets traded as usual.</p><p><b>Background Introduction:</b></p><p>The first Monday in September is Labor Day in the United States, which was established as a national holiday in the United States, Labor Day in the United States in 1894.</p><p>On this day, people all over the United States usually hold *, rallies and other celebrations to show respect for labor. In some states, people have picnics after *, eating, drinking, singing and dancing. At night, fireworks will be set off in some places.</p><p><img src=\"https://static.tigerbbs.com/6a3b13247eca5b02ef7724259aead09e\" tg-width=\"800\" tg-height=\"500\" 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>Reminder: U.S. stocks are closed for one day on September 6th due to Labor Day in the United States</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: U.S. stocks are closed for one day on September 6th due to Labor Day in the United States\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-02 16:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On September 6th (next Monday), the U.S. stock market will be closed for one day for Labor Day, and trading will resume from September 7th (next Tuesday).</p><p>Hong Kong shares, A shares, British shares, Australian shares and Singapore stock markets traded as usual.</p><p><b>Background Introduction:</b></p><p>The first Monday in September is Labor Day in the United States, which was established as a national holiday in the United States, Labor Day in the United States in 1894.</p><p>On this day, people all over the United States usually hold *, rallies and other celebrations to show respect for labor. In some states, people have picnics after *, eating, drinking, singing and dancing. At night, fireworks will be set off in some places.</p><p><img src=\"https://static.tigerbbs.com/6a3b13247eca5b02ef7724259aead09e\" tg-width=\"800\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a3b13247eca5b02ef7724259aead09e","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152020609","content_text":"9月6日（下周一），美国股市因劳工节休市一天，9月7日（下周二）起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介：\n九月的第一个星期一是美国的劳工节（Labor Day），在1894年被确立为美国的国家节日，即美国的劳动节。\n这一天，全美各地民众一般都会举行游行、集会等各种庆祝活动，以示对劳工的尊重。在一些州，人们在游行之后还要举办野餐会，热闹地吃喝、唱歌、跳舞。入夜，有的地方还会放焰火。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158913379,"gmtCreate":1625121023091,"gmtModify":1703736561679,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Oh my god","listText":"Oh my god","text":"Oh my god","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/158913379","repostId":"1178516480","repostType":4,"repost":{"id":"1178516480","kind":"news","pubTimestamp":1625094708,"share":"https://ttm.financial/m/news/1178516480?lang=en_US&edition=fundamental","pubTime":"2021-07-01 07:11","market":"us","language":"en","title":"S&P 500 notches fifth straight record closing high, fifth straight quarterly gain","url":"https://stock-news.laohu8.com/highlight/detail?id=1178516480","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as inves","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.</p>\n<p>In the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.</p>\n<p>All three indexes posted their fifth consecutive quarterly gains, with the S&amp;P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&amp;P 500 registered its second-best first-half performance since 1998, rising 14.5%.</p>\n<p>“It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&amp;P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”</p>\n<p>For the month, the bellwether S&amp;P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.</p>\n<p>This month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.</p>\n<p>“Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”</p>\n<p>“(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.</p>\n<p>“Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”</p>\n<p>(Graphic: Growths stocks outperform value in June, narrow YTD gap, )</p>\n<p><img src=\"https://static.tigerbbs.com/5b82b4dfdc765d913811f9d8572e60f6\" tg-width=\"964\" tg-height=\"723\" referrerpolicy=\"no-referrer\">“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”</p>\n<p>The private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.</p>\n<p>The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&amp;P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.</p>\n<p>Among the 11 major sectors in the S&amp;P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.</p>\n<p>Boeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.</p>\n<p>Walmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.</p>\n<p>Micron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.</p>\n<p>Volume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.</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>S&P 500 notches fifth straight record closing high, fifth straight quarterly gain</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\">\nS&P 500 notches fifth straight record closing high, fifth straight quarterly gain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 07:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking ...</p>\n\n<a href=\"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R\">Source 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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178516480","content_text":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.\nIn the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.\nAll three indexes posted their fifth consecutive quarterly gains, with the S&P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&P 500 registered its second-best first-half performance since 1998, rising 14.5%.\n“It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”\nFor the month, the bellwether S&P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.\nThis month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.\n“Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”\n“(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.\n“Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”\n(Graphic: Growths stocks outperform value in June, narrow YTD gap, )\n“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”\nThe private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.\nThe Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.\nAmong the 11 major sectors in the S&P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.\nBoeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.\nWalmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.\nMicron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.\nThe S&P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.\nVolume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127954920,"gmtCreate":1624829892660,"gmtModify":1703845536034,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/127954920","repostId":"1104974895","repostType":4,"repost":{"id":"1104974895","kind":"news","pubTimestamp":1624764940,"share":"https://ttm.financial/m/news/1104974895?lang=en_US&edition=fundamental","pubTime":"2021-06-27 11:35","market":"us","language":"en","title":"Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.","url":"https://stock-news.laohu8.com/highlight/detail?id=1104974895","media":"Barrons","summary":"Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,wh","content":"<p>Microsoft&nbsp;is now the second company to boast a $2 trillion market capitalization, following&nbsp;Apple,which breached that level last August. And Microsoft may go higher yet.</p>\n<p>Wedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.</p>\n<p>On Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”</p>\n<p>Wall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.</p>\n<p>Ives sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”</p>\n<p><img src=\"https://static.tigerbbs.com/19e4bb0961389beaa2711931e02dc060\" tg-width=\"970\" tg-height=\"672\"><img src=\"https://static.tigerbbs.com/1a62e0638b1f4f9c28301e4d93721571\" tg-width=\"981\" tg-height=\"684\"></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>Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.</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\">\nMicrosoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,which breached that level last August. And Microsoft may go higher yet.\nWedbush analyst Daniel Ives ...</p>\n\n<a href=\"https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104974895","content_text":"Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,which breached that level last August. And Microsoft may go higher yet.\nWedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.\nOn Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”\nWall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.\nIves sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571345352614779","authorId":"3571345352614779","name":"xiaobaii","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3571345352614779","idStr":"3571345352614779"},"content":"Like & Comment Please, Thank You Very Much","text":"Like & Comment Please, Thank You Very Much","html":"Like & Comment Please, Thank You Very Much"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897687046,"gmtCreate":1628912810085,"gmtModify":1676529892472,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/897687046","repostId":"1146996872","repostType":4,"repost":{"id":"1146996872","kind":"news","pubTimestamp":1628907526,"share":"https://ttm.financial/m/news/1146996872?lang=en_US&edition=fundamental","pubTime":"2021-08-14 10:18","market":"sh","language":"zh","title":"Central Broadcasting Network Review: Online Games Wantonly Tampering with History When Governing","url":"https://stock-news.laohu8.com/highlight/detail?id=1146996872","media":"央广网","summary":"历史是文化的支撑，肆意篡改历史的网络游戏是一种劣质甚至是有害的文化传播。","content":"<p><div>Author: Zhang Keyue, commentator of Yangguang.com Recently, there has been another phenomenon of distorting history in an online game: Yue Fei is designed as the image of a surrender who \"leads the sheep with meat\", Qin Hui is positioned as a high-level \"sky\" and so on. Online games have the attributes of public cultural products, and are also a carrier of history and culture transmission. They are easy to influence the thoughts and judgments of participants subtly, thus passively accepting the history of artificial \"processing\". History is the support of culture. Internet games that wantonly tamper with history are a kind of inferior or even harmful cultural communication. The main body of online gamers is teenagers, mistakenly adapting, joking, ridiculing...</p><p><a href=\"http://news.cnr.cn/comment/cnrp/20210814/t20210814_525563796.shtml\">Web link</a></div></p>","source":"ygw","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>Central Broadcasting Network Review: Online Games Wantonly Tampering with History When Governing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCentral Broadcasting Network Review: Online Games Wantonly Tampering with History When Governing\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">央广网</strong><span class=\"h-time small\">2021-08-14 10:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Author: Zhang Keyue, commentator of Yangguang.com Recently, there has been another phenomenon of distorting history in an online game: Yue Fei is designed as the image of a surrender who \"leads the sheep with meat\", Qin Hui is positioned as a high-level \"sky\" and so on. Online games have the attributes of public cultural products, and are also a carrier of history and culture transmission. They are easy to influence the thoughts and judgments of participants subtly, thus passively accepting the history of artificial \"processing\". History is the support of culture. Internet games that wantonly tamper with history are a kind of inferior or even harmful cultural communication. The main body of online gamers is teenagers, mistakenly adapting, joking, ridiculing...</p><p><a href=\"http://news.cnr.cn/comment/cnrp/20210814/t20210814_525563796.shtml\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://news.cnr.cn/comment/cnrp/20210814/t20210814_525563796.shtml\">央广网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6732755bad1da573809dd82708472f29","relate_stocks":{"159869":"游戏ETF"},"source_url":"http://news.cnr.cn/comment/cnrp/20210814/t20210814_525563796.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146996872","content_text":"作者：央广网评论员 张可月\n近日，某网络游戏中又出现了歪曲历史的现象：把岳飞设计为“肉袒牵羊”的投降者形象，把秦桧定位为高等级的“天”等等。\n网络游戏具有公共文化产品的属性，也是一种历史和文化传播的载体，容易在潜移默化中影响参与者的思想和判断，从而被动接受人为“加工”的历史。\n历史是文化的支撑，肆意篡改历史的网络游戏是一种劣质甚至是有害的文化传播。网络游戏玩家的主体是青少年，错误地改编、戏说、调侃历史，容易引起历史观、民族观、国家观和文化观的误导。\n对此，网络游戏行业必须加强自律，相关从业人员对国家历史要有基本的尊重和敬畏，坚守创作底线。同时，行业主管部门也应强化前置审批管理，对“跑偏了”的网络游戏“零容忍”，铲除其生存土壤。","news_type":1,"symbols_score_info":{"159869":0.9}},"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126592062,"gmtCreate":1624578079956,"gmtModify":1703840630297,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Pls help me like and comment.Tq","listText":"Pls help me like and comment.Tq","text":"Pls help me like and comment.Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/126592062","repostId":"2146023477","repostType":4,"isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156928815,"gmtCreate":1625191443237,"gmtModify":1703738021427,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/156928815","repostId":"1175817125","repostType":4,"repost":{"id":"1175817125","kind":"news","pubTimestamp":1625180880,"share":"https://ttm.financial/m/news/1175817125?lang=en_US&edition=fundamental","pubTime":"2021-07-02 07:08","market":"us","language":"en","title":"S&P 500 winning streak extends to sixth straight record close","url":"https://stock-news.laohu8.com/highlight/detail?id=1175817125","media":"Reuters","summary":"NEW YORK  - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.Investors now eye Friday’s much-anticipated employment report.The bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.“Historical data shows if you have a strong first half, the second half of the year was ac","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.</p>\n<p>Investors now eye Friday’s much-anticipated employment report.</p>\n<p>The bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.</p>\n<p>“Historical data shows if you have a strong first half, the second half of the year was actually going even stronger,” said Ross Mayfield, investment strategy analyst with Baird Private Wealth.</p>\n<p>All three major U.S. stock indexes ended the session in positive territory, but a decline in tech shares - led by microchips - tempered the Nasdaq’s gain.</p>\n<p>The Philadelphia SE Semiconductor index slid 1.5%</p>\n<p>“For markets so far this year, boring is beautiful,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York. “Economic growth has been strong enough to support prices and many asset classes are trading with historically low volatility.”</p>\n<p>“It feels like investors left for the Fourth of July weekend about three months ago.”</p>\n<p>The ongoing worker shortage, attributed to federal emergency unemployment benefits, a childcare shortage and lingering pandemic fears, was a common theme in the day’s economic data.</p>\n<p>Jobless claims continued their downward trajectory according to the Labor Department, touching their lowest level since the pandemic shutdown, and a report from Challenger, Gray &amp; Christmas showed planned layoffs by U.S. firms were down 88% from last year, hitting a 21-year low.</p>\n<p>Activity at U.S. factories expanded at a slightly decelerated pace in June, according to the Institute for Supply Management’s (ISM) purchasing managers’ index (PMI), with the employment component dipping into contraction for the first time since November. The prices paid index, driven higher by the current demand/supply imbalance, soared to its highest level since 1979, according to ISM.</p>\n<p>“The employment and manufacturing data released today supported the idea of continued growth but at a decelerated rate,” Carter added.</p>\n<p>Friday’s hotly anticipated jobs report is expected to show payrolls growing by 700,000 and unemployment inching down to 5.7%. A robust upside surprise could lead the U.S. Federal Reserve to adjust its timetable for tapering its securities purchases and raising key interest rates.</p>\n<p>“Too-strong economic data could perversely be a bad thing for markets if it caused the Fed to raise rates faster than expected,” Carter said. “Weak employment data may actually be welcomed.”</p>\n<p>The Dow Jones Industrial Average rose 131.02 points, or 0.38%, to 34,633.53, the S&amp;P 500 gained 22.44 points, or 0.52%, to 4,319.94 and the Nasdaq Composite added 18.42 points, or 0.13%, to 14,522.38.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, consumer staples was the sole loser, shedding 0.3%.</p>\n<p>Walgreens Boots Alliance Inc dropped 7.4% after it said it expects to administer fewer COVID-19 vaccine shots in the fourth quarter.</p>\n<p>Didi Global Inc jumped 16.0%, on its second day of trading as a U.S.-listed company.</p>\n<p>Micron Technology Inc slid by 5.7% following a report that Texas Instruments would buy Micron’s Lehi, Utah, factory for $900 million.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.32-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 78 new highs and 30 new lows.</p>\n<p>Volume on U.S. exchanges was 9.53 billion shares, compared with the 10.9 billion average over the last 20 trading days.</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>S&P 500 winning streak extends to sixth straight record close</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\">\nS&P 500 winning streak extends to sixth straight record close\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-winning-streak-extends-to-sixth-straight-record-close-idUSL2N2OD332><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-winning-streak-extends-to-sixth-straight-record-close-idUSL2N2OD332\">Source 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://www.reuters.com/article/usa-stocks/us-stocks-sp-500-winning-streak-extends-to-sixth-straight-record-close-idUSL2N2OD332","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175817125","content_text":"NEW YORK (Reuters) - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.\nInvestors now eye Friday’s much-anticipated employment report.\nThe bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.\n“Historical data shows if you have a strong first half, the second half of the year was actually going even stronger,” said Ross Mayfield, investment strategy analyst with Baird Private Wealth.\nAll three major U.S. stock indexes ended the session in positive territory, but a decline in tech shares - led by microchips - tempered the Nasdaq’s gain.\nThe Philadelphia SE Semiconductor index slid 1.5%\n“For markets so far this year, boring is beautiful,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York. “Economic growth has been strong enough to support prices and many asset classes are trading with historically low volatility.”\n“It feels like investors left for the Fourth of July weekend about three months ago.”\nThe ongoing worker shortage, attributed to federal emergency unemployment benefits, a childcare shortage and lingering pandemic fears, was a common theme in the day’s economic data.\nJobless claims continued their downward trajectory according to the Labor Department, touching their lowest level since the pandemic shutdown, and a report from Challenger, Gray & Christmas showed planned layoffs by U.S. firms were down 88% from last year, hitting a 21-year low.\nActivity at U.S. factories expanded at a slightly decelerated pace in June, according to the Institute for Supply Management’s (ISM) purchasing managers’ index (PMI), with the employment component dipping into contraction for the first time since November. The prices paid index, driven higher by the current demand/supply imbalance, soared to its highest level since 1979, according to ISM.\n“The employment and manufacturing data released today supported the idea of continued growth but at a decelerated rate,” Carter added.\nFriday’s hotly anticipated jobs report is expected to show payrolls growing by 700,000 and unemployment inching down to 5.7%. A robust upside surprise could lead the U.S. Federal Reserve to adjust its timetable for tapering its securities purchases and raising key interest rates.\n“Too-strong economic data could perversely be a bad thing for markets if it caused the Fed to raise rates faster than expected,” Carter said. “Weak employment data may actually be welcomed.”\nThe Dow Jones Industrial Average rose 131.02 points, or 0.38%, to 34,633.53, the S&P 500 gained 22.44 points, or 0.52%, to 4,319.94 and the Nasdaq Composite added 18.42 points, or 0.13%, to 14,522.38.\nOf the 11 major sectors in the S&P 500, consumer staples was the sole loser, shedding 0.3%.\nWalgreens Boots Alliance Inc dropped 7.4% after it said it expects to administer fewer COVID-19 vaccine shots in the fourth quarter.\nDidi Global Inc jumped 16.0%, on its second day of trading as a U.S.-listed company.\nMicron Technology Inc slid by 5.7% following a report that Texas Instruments would buy Micron’s Lehi, Utah, factory for $900 million.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.32-to-1 ratio favored advancers.\nThe S&P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 78 new highs and 30 new lows.\nVolume on U.S. exchanges was 9.53 billion shares, compared with the 10.9 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121735484,"gmtCreate":1624492179648,"gmtModify":1703838095023,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Good.Pls help like and comment.Tq","listText":"Good.Pls help like and comment.Tq","text":"Good.Pls help like and comment.Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/121735484","repostId":"2145157140","repostType":4,"repost":{"id":"2145157140","kind":"highlight","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":1624490678,"share":"https://ttm.financial/m/news/2145157140?lang=en_US&edition=fundamental","pubTime":"2021-06-24 07:24","market":"us","language":"en","title":"Yellen says inflation should be lower than current levels by year end","url":"https://stock-news.laohu8.com/highlight/detail?id=2145157140","media":"Reuters","summary":"June 23 (Reuters) - U.S. Treasury Secretary Janet Yellen said on Wednesday that inflation should ret","content":"<p>June 23 (Reuters) - U.S. Treasury Secretary Janet Yellen said on Wednesday that inflation should retreat by year end from its current elevated level as supply bottlenecks get worked out, adding she sees little evidence inflation expectations are becoming unanchored.</p>\n<p>Yellen, testifying at a Senate subcommittee on the Biden administration's budget proposal, said the economy has been on a \"bumpy path\" during its reopening after months of restrictions to combat the spread of COVID-19.</p>\n<p>Asked by Republican Senator John Kennedy if she thought inflation would keep increasing at the 5% year-over-year rate seen last month, Yellen said she thought it would be closer to 2% by late this year or early 2022.</p>\n<p>She also said most measures of inflation expectations beyond the next year show it returning closer to that 2% level, which is the level targeted by the Federal Reserve.</p>\n<p>Yellen, echoing other policymakers including Fed Chair Jerome Powell, laid much of the blame for the recent surge in price pressures on supply bottlenecks and shortages that arose in spring as the economy recovers from the COVID-19 shutdowns that threw it into recession last year.</p>\n<p>She said she expects those issues to resolve themselves in the months ahead and for longer-running forces that have kept inflation at bay for more than a decade to reassert themselves and guide inflation lower.</p>\n<p>Yellen, a former Fed chair, was also pressed by Kennedy on the recent change in Fed policymakers' outlook for rate increases. Projections released alongside their policy decision last week showed members' median expectation for a first interest rate hike moved into 2023 from 2024 back in March.</p>\n<p>\"The Federal Reserve met recently and they said: 'Look, we know we told you this, but things have changed and we're now telling you that we're likely to have to raise rates sooner and faster than we originally told you,'\" Kennedy said. \"Why do you think they did that? Because they're concerned about inflation, aren't they?\"</p>\n<p>\"That is not what they did,\" Yellen answered. \"Several individuals wrote down in their own individual forecasts which were published that they saw it appropriate to raise rates sooner than previously (thought).\"</p>\n<p>Yellen was visibly uncomfortable being pressed on monetary policy issues, which are typically left to the Fed without interference from Treasury.</p>\n<p>\"I don't really want to comment on the Fed, but I would simply say that is not an announcement that they made,\" she said.</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>Yellen says inflation should be lower than current levels by year end</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\">\nYellen says inflation should be lower than current levels by year end\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\">2021-06-24 07:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 23 (Reuters) - U.S. Treasury Secretary Janet Yellen said on Wednesday that inflation should retreat by year end from its current elevated level as supply bottlenecks get worked out, adding she sees little evidence inflation expectations are becoming unanchored.</p>\n<p>Yellen, testifying at a Senate subcommittee on the Biden administration's budget proposal, said the economy has been on a \"bumpy path\" during its reopening after months of restrictions to combat the spread of COVID-19.</p>\n<p>Asked by Republican Senator John Kennedy if she thought inflation would keep increasing at the 5% year-over-year rate seen last month, Yellen said she thought it would be closer to 2% by late this year or early 2022.</p>\n<p>She also said most measures of inflation expectations beyond the next year show it returning closer to that 2% level, which is the level targeted by the Federal Reserve.</p>\n<p>Yellen, echoing other policymakers including Fed Chair Jerome Powell, laid much of the blame for the recent surge in price pressures on supply bottlenecks and shortages that arose in spring as the economy recovers from the COVID-19 shutdowns that threw it into recession last year.</p>\n<p>She said she expects those issues to resolve themselves in the months ahead and for longer-running forces that have kept inflation at bay for more than a decade to reassert themselves and guide inflation lower.</p>\n<p>Yellen, a former Fed chair, was also pressed by Kennedy on the recent change in Fed policymakers' outlook for rate increases. Projections released alongside their policy decision last week showed members' median expectation for a first interest rate hike moved into 2023 from 2024 back in March.</p>\n<p>\"The Federal Reserve met recently and they said: 'Look, we know we told you this, but things have changed and we're now telling you that we're likely to have to raise rates sooner and faster than we originally told you,'\" Kennedy said. \"Why do you think they did that? Because they're concerned about inflation, aren't they?\"</p>\n<p>\"That is not what they did,\" Yellen answered. \"Several individuals wrote down in their own individual forecasts which were published that they saw it appropriate to raise rates sooner than previously (thought).\"</p>\n<p>Yellen was visibly uncomfortable being pressed on monetary policy issues, which are typically left to the Fed without interference from Treasury.</p>\n<p>\"I don't really want to comment on the Fed, but I would simply say that is not an announcement that they made,\" she said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145157140","content_text":"June 23 (Reuters) - U.S. Treasury Secretary Janet Yellen said on Wednesday that inflation should retreat by year end from its current elevated level as supply bottlenecks get worked out, adding she sees little evidence inflation expectations are becoming unanchored.\nYellen, testifying at a Senate subcommittee on the Biden administration's budget proposal, said the economy has been on a \"bumpy path\" during its reopening after months of restrictions to combat the spread of COVID-19.\nAsked by Republican Senator John Kennedy if she thought inflation would keep increasing at the 5% year-over-year rate seen last month, Yellen said she thought it would be closer to 2% by late this year or early 2022.\nShe also said most measures of inflation expectations beyond the next year show it returning closer to that 2% level, which is the level targeted by the Federal Reserve.\nYellen, echoing other policymakers including Fed Chair Jerome Powell, laid much of the blame for the recent surge in price pressures on supply bottlenecks and shortages that arose in spring as the economy recovers from the COVID-19 shutdowns that threw it into recession last year.\nShe said she expects those issues to resolve themselves in the months ahead and for longer-running forces that have kept inflation at bay for more than a decade to reassert themselves and guide inflation lower.\nYellen, a former Fed chair, was also pressed by Kennedy on the recent change in Fed policymakers' outlook for rate increases. Projections released alongside their policy decision last week showed members' median expectation for a first interest rate hike moved into 2023 from 2024 back in March.\n\"The Federal Reserve met recently and they said: 'Look, we know we told you this, but things have changed and we're now telling you that we're likely to have to raise rates sooner and faster than we originally told you,'\" Kennedy said. \"Why do you think they did that? Because they're concerned about inflation, aren't they?\"\n\"That is not what they did,\" Yellen answered. \"Several individuals wrote down in their own individual forecasts which were published that they saw it appropriate to raise rates sooner than previously (thought).\"\nYellen was visibly uncomfortable being pressed on monetary policy issues, which are typically left to the Fed without interference from Treasury.\n\"I don't really want to comment on the Fed, but I would simply say that is not an announcement that they made,\" she said.","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147744583,"gmtCreate":1626393388742,"gmtModify":1703759164132,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147744583","repostId":"2151575910","repostType":4,"repost":{"id":"2151575910","kind":"highlight","pubTimestamp":1626384989,"share":"https://ttm.financial/m/news/2151575910?lang=en_US&edition=fundamental","pubTime":"2021-07-16 05:36","market":"us","language":"zh","title":"Foreign media headlines: The Federal Reserve ignores inflation and is hot! The market contains unexpected risks","url":"https://stock-news.laohu8.com/highlight/detail?id=2151575910","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、鲍威尔再次被追问通胀问题 称美联储正关注风险\n\n\n2、El-Erian：美联储无视通胀火爆 将面临政策失误或市场意外风险\n\n\n3、央行数字货币或对","content":"<p><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1. Powell was pressed about inflation again, saying that the Federal Reserve was paying attention to risks</b><b>2. El-Erian: The Fed will face policy mistakes or market surprises if it ignores hot inflation</b><b>3. Central bank digital currency or competition for cryptocurrency Bitcoin accelerated its decline amid this concern</b><b>4. The decline of residential sales in the United States leads to the scarcity of market stock due to the scramble of buyers</b><b>5. Evans of the Federal Reserve: More progress needs to be made in employment before cutting down</b><b>6、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn Ark Fund to repeat dot-com bubble-era 'bull trap'</b><img src=\"https://static.tigerbbs.com/839101c234b07aa0606aef304368acf7\" tg-width=\"500\" tg-height=\"349\" referrerpolicy=\"no-referrer\"></p><p><b>Powell Pressed Again About Inflation Says Fed Is Looking at Risk</b></p><p>For the second day in a row, Federal Reserve Chairman Powell defended his stance of keeping policy loose despite troubling levels of inflation.</p><p>\"This shock to the system has to do with the restart of the economy and pushing inflation well above 2%, and we are certainly upset about that,\" he told the Senate Banking Committee on Thursday.</p><p>Powell called the current price rise a \"unique\" phenomenon in history and said the Fed is watching closely to see if its expectations of temporarily high inflation are correct and whether inflation is likely to last longer.</p><p>\"So we're trying to understand the basics and the risks,\" he said.</p><p>Powell said prices have soared so far mainly in limited areas such as used cars, reiterating that he expects those increases to be temporary.</p><p>\"It's temporary, and there's no point in reacting to it from that perspective,\" he said.</p><p><img src=\"https://static.tigerbbs.com/034fc45bd0cb53c1c7b4b56d452cc8a7\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>El-Erian: The Fed risks policy mistakes or market surprises by ignoring hot inflation</b></p><p>El-Erian, the chief economic adviser of Allianz, published an op-ed saying that it is a serious fact that the U.S. CPI and PPI are both higher. It shows that the rate of inflation that is actually occurring is accompanied by additional inflation in the making. This goes against the Fed's repeated view that inflation is temporary, especially as the base effect has largely faded.</p><p>A big event this week was Fed Chair Powell's congressional hearing on Wednesday, when he acknowledged that inflation has been higher than the Fed expected and has been going on for longer. However, when it comes to policy implications, he immediately returns to the oft-repeated \"temporary\" mantra in favor of unchanged policy positions. New York Federal Reserve Bank President John Williams delivered a similar message on Monday, confirming that two of the three most influential Fed officials- -and the policymakers the markets are paying the most attention to- -remain inclined to maintain hyper-stimulatory policies despite repeated underestimates of economic growth and inflation.</p><p>El-Erian believes that the longer the Fed's current policy allocation lasts, the greater the risk of monetary policy errors. And the longer the economic-policy disconnect lasts, the more risk-taking behavior in the market will be, and the greater the risk of unexpected occurrences.</p><p><img src=\"https://static.tigerbbs.com/d0aeb4f41704121f0f395f77be2e94e0\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p><b>Central bank digital currencies may compete with cryptocurrencies Bitcoin accelerates decline amid such concerns</b></p><p>Cryptocurrency and central bank digital currency (CBDC) prospects are again in the spotlight. Federal Reserve Chairman Powell stressed at this week's hearing that it needs to be done the right way. Meanwhile, the ECB has taken a major step towards digital currencies by approving the digital euro project to enter the \"investigative phase\", which could finally bring the digital euro to the ground around the middle of 2021-2030.</p><p>\"As all over the world<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>Exploring the idea of a digital currency, investors realized there was a lot of competition in the space. This could dilute the valuation of some digital assets currently in use, \"said Brian Vendig, president of MJP Wealth Advisors. \"Investors are weighing a lot, and digital assets may lose some of their shine due to their volatility.\"</p><p>The prospect of central banks developing digital currencies could put pressure on cryptocurrencies, a view echoed by others. Susannah Streeter, senior investment and markets analyst at Hargreaves Lansdown, said: \"Crypto's loss of advantage comes amid growing speculation about the impact of digital currency launches by various central banks.\"</p><p><img src=\"https://static.tigerbbs.com/d7ae005dad5c04b425766f93266c60b9\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\"></p><p><b>U.S. Residential Sales Slip Buyers Scramble to Scarce Market Stock</b></p><p>In the most competitive housing market in U.S. history, sales are starting to stall.</p><p><a href=\"https://laohu8.com/S/RDFN\">Redfin Corp</a>U.S. real estate transactions fell 1.2% month-on-month in June, the largest monthly decline over the same period since records began in 2012, according to seasonally adjusted data from. Inventory reached an all-time low, selling on average within 14 days of listing, the fastest speed ever.</p><p>Remote work, combined with extremely low mortgage rates, has sent buyers flocking to American suburbs and affordable cities. The median home price rose 25% in June from a year earlier to a record $386,888.</p><p>\"We are entering a new phase in the housing market,\" Redfin chief economist Daryl Fairweather said in an announcement. \"Price increases are beyond what many buyers can afford.\"</p><p><img src=\"https://static.tigerbbs.com/91d5a82b4786c64628f5a7379187ad40\" tg-width=\"550\" tg-height=\"329\" referrerpolicy=\"no-referrer\"></p><p><b>Fed's Evans: More Progress on Jobs Before Cutdown</b></p><p>Charles Evans, president of the Federal Reserve Bank of Chicago, said Thursday that U.S. job growth was slower than he expected and that the job market needs more improvement before the Federal Reserve starts to reduce its support for the economy.</p><p>Evans said: \"Given that employment growth has been lower than I expected in recent months, I would say that we need to do more to reach the threshold of 'substantial further progress' in adjusting our monetary policy stance.\"</p><p>Evans said it would take \"more than a few months\" to determine the right timing for the downsizing.</p><p>On inflation, Evans said he was confident enough that high inflation would be temporary. If inflation looks more persistent, then the Fed may need to adjust its stance earlier.</p><p>Evans believes the U.S. will see substantial further progress by the end of the year, still believing the Fed will raise interest rates in 2024.</p><p><img src=\"https://static.tigerbbs.com/deb2be8133054345917ff3f2e7aca29e\" tg-width=\"536\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn Ark Fund to repeat dot-com bubble-era 'bull trap'</b></p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Shawn Quigg of Cathie Wood's flagship ETF is showing a lot of bubbly nature, similar to the growth stock fund of 2000, and investors should consider shorting it through options.</p><p>The derivatives strategist believes a rise in U.S. Treasury Bond yields in the second half of the year could trigger<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(symbol ARKK) fell. The fund has gained about 19% since mid-May.</p><p>\"Into a bull trap reversal,\" Quigg wrote in a client note Thursday. \"The potential yield rise could be a catalyst to accelerate ARKK's decline, coupled with the large conventional tech stocks continuing to outperform disruptive tech stocks, driving ARKK into a selloff phase.\"</p><p>The U.S. 10-year Treasury Bond yield has already fallen more than 40 basis points from its recent high at the end of March to around 1.32%, helping to fuel ARKK's rally. Quigg believes this is a technical market that will reverse as the economy reopens trading to regain its footing for the rest of the year.</p>","source":"XLCJ","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign media headlines: The Federal Reserve ignores inflation and is hot! The market contains unexpected risks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign media headlines: The Federal Reserve ignores inflation and is hot! The market contains unexpected risks\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-07-16 05:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1. Powell was pressed about inflation again, saying that the Federal Reserve was paying attention to risks</b><b>2. El-Erian: The Fed will face policy mistakes or market surprises if it ignores hot inflation</b><b>3. Central bank digital currency or competition for cryptocurrency Bitcoin accelerated its decline amid this concern</b><b>4. The decline of residential sales in the United States leads to the scarcity of market stock due to the scramble of buyers</b><b>5. Evans of the Federal Reserve: More progress needs to be made in employment before cutting down</b><b>6、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn Ark Fund to repeat dot-com bubble-era 'bull trap'</b><img src=\"https://static.tigerbbs.com/839101c234b07aa0606aef304368acf7\" tg-width=\"500\" tg-height=\"349\" referrerpolicy=\"no-referrer\"></p><p><b>Powell Pressed Again About Inflation Says Fed Is Looking at Risk</b></p><p>For the second day in a row, Federal Reserve Chairman Powell defended his stance of keeping policy loose despite troubling levels of inflation.</p><p>\"This shock to the system has to do with the restart of the economy and pushing inflation well above 2%, and we are certainly upset about that,\" he told the Senate Banking Committee on Thursday.</p><p>Powell called the current price rise a \"unique\" phenomenon in history and said the Fed is watching closely to see if its expectations of temporarily high inflation are correct and whether inflation is likely to last longer.</p><p>\"So we're trying to understand the basics and the risks,\" he said.</p><p>Powell said prices have soared so far mainly in limited areas such as used cars, reiterating that he expects those increases to be temporary.</p><p>\"It's temporary, and there's no point in reacting to it from that perspective,\" he said.</p><p><img src=\"https://static.tigerbbs.com/034fc45bd0cb53c1c7b4b56d452cc8a7\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>El-Erian: The Fed risks policy mistakes or market surprises by ignoring hot inflation</b></p><p>El-Erian, the chief economic adviser of Allianz, published an op-ed saying that it is a serious fact that the U.S. CPI and PPI are both higher. It shows that the rate of inflation that is actually occurring is accompanied by additional inflation in the making. This goes against the Fed's repeated view that inflation is temporary, especially as the base effect has largely faded.</p><p>A big event this week was Fed Chair Powell's congressional hearing on Wednesday, when he acknowledged that inflation has been higher than the Fed expected and has been going on for longer. However, when it comes to policy implications, he immediately returns to the oft-repeated \"temporary\" mantra in favor of unchanged policy positions. New York Federal Reserve Bank President John Williams delivered a similar message on Monday, confirming that two of the three most influential Fed officials- -and the policymakers the markets are paying the most attention to- -remain inclined to maintain hyper-stimulatory policies despite repeated underestimates of economic growth and inflation.</p><p>El-Erian believes that the longer the Fed's current policy allocation lasts, the greater the risk of monetary policy errors. And the longer the economic-policy disconnect lasts, the more risk-taking behavior in the market will be, and the greater the risk of unexpected occurrences.</p><p><img src=\"https://static.tigerbbs.com/d0aeb4f41704121f0f395f77be2e94e0\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p><b>Central bank digital currencies may compete with cryptocurrencies Bitcoin accelerates decline amid such concerns</b></p><p>Cryptocurrency and central bank digital currency (CBDC) prospects are again in the spotlight. Federal Reserve Chairman Powell stressed at this week's hearing that it needs to be done the right way. Meanwhile, the ECB has taken a major step towards digital currencies by approving the digital euro project to enter the \"investigative phase\", which could finally bring the digital euro to the ground around the middle of 2021-2030.</p><p>\"As all over the world<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>Exploring the idea of a digital currency, investors realized there was a lot of competition in the space. This could dilute the valuation of some digital assets currently in use, \"said Brian Vendig, president of MJP Wealth Advisors. \"Investors are weighing a lot, and digital assets may lose some of their shine due to their volatility.\"</p><p>The prospect of central banks developing digital currencies could put pressure on cryptocurrencies, a view echoed by others. Susannah Streeter, senior investment and markets analyst at Hargreaves Lansdown, said: \"Crypto's loss of advantage comes amid growing speculation about the impact of digital currency launches by various central banks.\"</p><p><img src=\"https://static.tigerbbs.com/d7ae005dad5c04b425766f93266c60b9\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\"></p><p><b>U.S. Residential Sales Slip Buyers Scramble to Scarce Market Stock</b></p><p>In the most competitive housing market in U.S. history, sales are starting to stall.</p><p><a href=\"https://laohu8.com/S/RDFN\">Redfin Corp</a>U.S. real estate transactions fell 1.2% month-on-month in June, the largest monthly decline over the same period since records began in 2012, according to seasonally adjusted data from. Inventory reached an all-time low, selling on average within 14 days of listing, the fastest speed ever.</p><p>Remote work, combined with extremely low mortgage rates, has sent buyers flocking to American suburbs and affordable cities. The median home price rose 25% in June from a year earlier to a record $386,888.</p><p>\"We are entering a new phase in the housing market,\" Redfin chief economist Daryl Fairweather said in an announcement. \"Price increases are beyond what many buyers can afford.\"</p><p><img src=\"https://static.tigerbbs.com/91d5a82b4786c64628f5a7379187ad40\" tg-width=\"550\" tg-height=\"329\" referrerpolicy=\"no-referrer\"></p><p><b>Fed's Evans: More Progress on Jobs Before Cutdown</b></p><p>Charles Evans, president of the Federal Reserve Bank of Chicago, said Thursday that U.S. job growth was slower than he expected and that the job market needs more improvement before the Federal Reserve starts to reduce its support for the economy.</p><p>Evans said: \"Given that employment growth has been lower than I expected in recent months, I would say that we need to do more to reach the threshold of 'substantial further progress' in adjusting our monetary policy stance.\"</p><p>Evans said it would take \"more than a few months\" to determine the right timing for the downsizing.</p><p>On inflation, Evans said he was confident enough that high inflation would be temporary. If inflation looks more persistent, then the Fed may need to adjust its stance earlier.</p><p>Evans believes the U.S. will see substantial further progress by the end of the year, still believing the Fed will raise interest rates in 2024.</p><p><img src=\"https://static.tigerbbs.com/deb2be8133054345917ff3f2e7aca29e\" tg-width=\"536\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn Ark Fund to repeat dot-com bubble-era 'bull trap'</b></p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Shawn Quigg of Cathie Wood's flagship ETF is showing a lot of bubbly nature, similar to the growth stock fund of 2000, and investors should consider shorting it through options.</p><p>The derivatives strategist believes a rise in U.S. Treasury Bond yields in the second half of the year could trigger<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(symbol ARKK) fell. The fund has gained about 19% since mid-May.</p><p>\"Into a bull trap reversal,\" Quigg wrote in a client note Thursday. \"The potential yield rise could be a catalyst to accelerate ARKK's decline, coupled with the large conventional tech stocks continuing to outperform disruptive tech stocks, driving ARKK into a selloff phase.\"</p><p>The U.S. 10-year Treasury Bond yield has already fallen more than 40 basis points from its recent high at the end of March to around 1.32%, helping to fuel ARKK's rally. Quigg believes this is a technical market that will reverse as the economy reopens trading to regain its footing for the rest of the year.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-07-16/doc-ikqciyzk5721733.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SPXU":"三倍做空标普500ETF-ProShares","OEX":"标普100","QID":"两倍做空纳斯达克指数ETF-ProShares","DOG":"道指ETF-ProShares做空","IVV":"标普500ETF-iShares","UPRO":"三倍做多标普500ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","SPY":"标普500ETF","DXD":"两倍做空道琼30指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SH":"做空标普500-Proshares","QQQ":"纳指100ETF","SDOW":"三倍做空道指30ETF-ProShares","DJX":"1/100道琼斯",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","UDOW":"三倍做多道指30ETF-ProShares",".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-07-16/doc-ikqciyzk5721733.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151575910","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、鲍威尔再次被追问通胀问题 称美联储正关注风险\n\n\n2、El-Erian：美联储无视通胀火爆 将面临政策失误或市场意外风险\n\n\n3、央行数字货币或对加密货币构成竞争 比特币在这种担忧中加速下跌\n\n\n4、美国住宅销量下滑 买家争抢导致市场存量稀缺\n\n\n5、美联储埃文斯：在减码之前需在就业方面取得更多进展\n\n\n6、摩根大通策略师警告Ark Fund重蹈网络泡沫时代的“牛市陷阱”\n\n\n鲍威尔再次被追问通胀问题 称美联储正关注风险\n尽管通胀达到令人不安的水平，美联储主席鲍威尔还是连续第二天为保持政策宽松的立场辩护。\n他于周四对参议院银行业委员会表示：“系统经受的这个冲击与经济重启有关，并使通胀率远超2%，当然我们对此感到不安。”\n鲍威尔将当前价格上涨称为史上“独特”现象，并表示美联储正密切观察其关于通胀暂时高企的预期是否正确，通胀是否可能持续更久。\n“所以我们正努力了解基本情形及风险，”他表示。\n鲍威尔表示，迄今为止价格飙升的主要是二手车等有限领域，重申他预计这些上涨是暂时的。\n“这是暂时的，就这个角度而言，对此作出反应没有意义，”他说道。\n\nEl-Erian：美联储无视通胀火爆 将面临政策失误或市场意外风险\n安联首席经济顾问El-Erian发表专栏文章称，美国CPI和PPI双双走高是严重的事实。它表明，实际发生的通胀率正伴随着酝酿中的额外通胀率。这有悖于美联储一再认为通胀是暂时的观点，尤其是在基数效应已经基本淡出的情况下。\n本周的一个重要事件是美联储主席鲍威尔周三的国会听证会，当时他承认通胀一直高于美联储预期，并且持续时间更长。然而，在谈到政策影响时，他立即回到了经常重复的“暂时性”口头禅，以支持政策立场不变。纽约联邦储备银行行长John Williams周一传递了类似的信息，证实了三位最有影响力美联储官员中的两位--这也是市场最为关注的决策者--仍然倾向于维持超刺激性政策，尽管经济增速和通胀一再被低估。\nEl-Erian认为，美联储当前政策配置持续的时间越长，货币政策出现失误的风险就越大。而经济-政策脱节持续的时间越长，市场中的冒险行为就会越多，出现意外的风险也就越大。\n\n央行数字货币或对加密货币构成竞争 比特币在这种担忧中加速下跌\n加密货币和央行数字货币（CBDC）前景再度成为关注焦点。美联储主席鲍威尔在本周听证会上强调，需要以正确方式做这件事。与此同时，欧洲央行向数字货币迈出重大一步，批准数字欧元项目进入“调查阶段”，这可能最终使数字欧元在2021-2030年中期左右落地。\n“随着世界各地中央银行探讨数字货币的想法，投资者意识到该领域存在很多竞争。这可能会稀释目前使用的一些数字资产的估值，”MJP Wealth Advisors总裁 Brian Vendig表示。“投资者正在权衡很多因素，数字资产可能因其不稳定性而失去一些光芒。”\n央行开发数字货币的前景可能给加密货币带来压力，这个观点得到了其他人赞同。Hargreaves Lansdown高级投资和市场分析师 Susannah Streeter表示：“加密货币失去优势正值人们对各央行推出数字货币的影响抱有越来越多猜测。”\n\n美国住宅销量下滑 买家争抢导致市场存量稀缺\n在美国历史上竞争最激烈的房地产市场，销售开始停滞。\nRedfin Corp．的季节性因素调整后数据显示，美国6月份房产交易量环比下降1.2%，是2012年有记录以来最大同期月度降幅。库存达到历史最低，平均挂牌14天即售出，是有史以来最快速度。\n远程工作加上极低的抵押贷款利率，令大量买家涌向美国郊区和房价实惠的城市。6月房价中值较上年同期上涨25%，达到创纪录的386，888美元。\n“我们进入了房地产市场的新阶段，”Redfin首席经济学家Daryl Fairweather在一份公告中说。“价格上涨超出了许多买家的承受能力。”\n\n美联储埃文斯：在减码之前需在就业方面取得更多进展\n芝加哥联邦储备银行行长查尔斯-埃文斯（Charles Evans）周四表示，美国就业增长低于他的预期，在美联储开始减少对经济的支持之前，就业市场还需要更多的改善。\n埃文斯称：“鉴于最近几个月就业增长低于我的预期，我要说的是，我们还需要做更多的事情，才能达到调整货币政策立场的‘实质性的进一步进展’的门槛。”\n埃文斯表示，需要“几个月多”的时间来确定减码的合适时机。\n在通胀问题上，埃文斯表示，他有足够的信心，认为高通胀将是暂时的。如果通胀看起来更持久，那么美联储可能需要早些调整立场。\n埃文斯认为，美国将在年底前看到实质性的进一步进展，仍认为美联储将于2024年加息。\n\n摩根大通策略师警告Ark Fund重蹈网络泡沫时代的“牛市陷阱”\n摩根大通的Shawn Quigg认为，Cathie Wood的旗舰ETF正在显示出很多泡沫性质，类似于2000年的增长股基金，投资者应考虑通过期权做空它。\n这位衍生品策略师认为，美国国债收益率下半年的上升可能会触发ARK Innovation ETF（代码ARKK）下跌。该基金自5月中旬以来已上涨约19%。\n“进入牛市陷阱逆转，”Quigg在周四的客户报告中写道。“潜在的收益率上升可能是加速ARKK下跌的催化剂，加上大型常规性科技股继续跑赢破坏性科技股，促使ARKK进入抛售阶段。”\n美国10年期国债收益率已经从3月底的近期高点下跌逾40个基点，至1.32%左右，帮助推动了ARKK的反弹。Quigg认为这是一个技术性行情，随着经济重开交易在今年余下时间里重新立足，上述行情将逆转。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"QID":0.9,"QQQ":0.9,"SDS":0.9,"UDOW":0.9,"OEF":0.9,"NQmain":0.9,"IVV":0.9,"DOG":0.9,".SPX":0.9,"ESmain":0.9,"MNQmain":0.9,"DJX":0.9,"DDM":0.9,"SSO":0.9,".DJI":0.9,"SPXU":0.9,"TQQQ":0.9,".IXIC":0.9,"OEX":0.9,"SQQQ":0.9,"SDOW":0.9,"QLD":0.9,"UPRO":0.9,"SPY":0.9,"SH":0.9,"PSQ":0.9,"DXD":0.9}},"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140381318,"gmtCreate":1625629533034,"gmtModify":1703745272443,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/140381318","repostId":"2149360103","repostType":4,"repost":{"id":"2149360103","kind":"news","pubTimestamp":1625629456,"share":"https://ttm.financial/m/news/2149360103?lang=en_US&edition=fundamental","pubTime":"2021-07-07 11:44","market":"us","language":"zh","title":"FTSE Russell: Will still be included in Didi on July 8 as planned","url":"https://stock-news.laohu8.com/highlight/detail?id=2149360103","media":"新浪财经","summary":"富时罗素表示，仍将按计划于7月8日将滴滴纳入其全球指数，除非这家中国打车软件公司的股票周三在美国市场暂停交易。\n富时罗素在其网站上的一份声明中表示：“如果滴滴全球的ADS在周三美国市场交易时段暂停交易","content":"<p><img src=\"https://static.tigerbbs.com/e10cd7b688e3d7f9f31deec226950e1e\" tg-width=\"550\" tg-height=\"355\" referrerpolicy=\"no-referrer\"></p><p>FTSE Russell said it would remain on schedule on July 8 to<a href=\"https://laohu8.com/S/DIDI\">Didi</a>Included in its global index unless the Chinese ride-hailing software company's shares were suspended from trading in the U.S. market on Wednesday.</p><p>In a statement on its website, FTSE Russell said: \"If Didi Global's ADS is suspended during Wednesday's trading session in the US market, FTSE Russell will not conduct rapid inclusion and monitoring in accordance with its index policy of suspension of trading and market closure.\"</p><p>FTSE Russell announced last Thursday that Didi will be included in its Global equity indices, including the FTSE All-World Index, the FTSE Global Large Cap Index and the FTSE Emerging Markets Index, on July 8.</p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FTSE Russell: Will still be included in Didi on July 8 as planned</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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFTSE Russell: Will still be included in Didi on July 8 as planned\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-07-07 11:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/e10cd7b688e3d7f9f31deec226950e1e\" tg-width=\"550\" tg-height=\"355\" referrerpolicy=\"no-referrer\"></p><p>FTSE Russell said it would remain on schedule on July 8 to<a href=\"https://laohu8.com/S/DIDI\">Didi</a>Included in its global index unless the Chinese ride-hailing software company's shares were suspended from trading in the U.S. market on Wednesday.</p><p>In a statement on its website, FTSE Russell said: \"If Didi Global's ADS is suspended during Wednesday's trading session in the US market, FTSE Russell will not conduct rapid inclusion and monitoring in accordance with its index policy of suspension of trading and market closure.\"</p><p>FTSE Russell announced last Thursday that Didi will be included in its Global equity indices, including the FTSE All-World Index, the FTSE Global Large Cap Index and the FTSE Emerging Markets Index, on July 8.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-07-07/doc-ikqcfnca5426011.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e10cd7b688e3d7f9f31deec226950e1e","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-07-07/doc-ikqcfnca5426011.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149360103","content_text":"富时罗素表示，仍将按计划于7月8日将滴滴纳入其全球指数，除非这家中国打车软件公司的股票周三在美国市场暂停交易。\n富时罗素在其网站上的一份声明中表示：“如果滴滴全球的ADS在周三美国市场交易时段暂停交易，富时罗素将根据暂停交易和关闭市场的指数政策，不进行快速纳入和监控。”\n富时罗素上周四宣布，滴滴将于7月8日被纳入其全球股票指数，包括富时世界指数（FTSE All-World Index），富时全球大盘指数（FTSE Global Large Cap Index）和富时新兴市场指数（FTSE Emerging Index）。","news_type":1,"symbols_score_info":{"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121781365,"gmtCreate":1624492540457,"gmtModify":1703838115911,"author":{"id":"3586177722241250","authorId":"3586177722241250","name":"EliTan","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586177722241250","idStr":"3586177722241250"},"themes":[],"htmlText":"Pls like and comment.tq","listText":"Pls like and comment.tq","text":"Pls like and comment.tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/121781365","repostId":"2145156570","repostType":4,"isVote":1,"tweetType":1,"viewCount":1144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}