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2021-09-10

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昨夜今晨：道指标普四连跌，莫德纳开发流感新冠二合一疫苗

2021-07-09

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White House to target bank mergers, financial data with competition order

2021-07-09

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2021-07-09

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2021-07-09

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GameStop Short Seller Melvin Capital Ended 2021 First-Half With 46% Loss: Report

2021-07-04

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Record S&P 500 Masks a Fear Trade That’s Gripping Stock Market

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Thank you","listText":"Noted. Thank you","text":"Noted. Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883626869","repostId":"1119421769","repostType":2,"repost":{"id":"1119421769","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":1631231535,"share":"https://ttm.financial/m/news/1119421769?lang=&edition=fundamental","pubTime":"2021-09-10 07:52","market":"hk","language":"zh","title":"昨夜今晨：道指标普四连跌，莫德纳开发流感新冠二合一疫苗","url":"https://stock-news.laohu8.com/highlight/detail?id=1119421769","media":"老虎资讯综合","summary":"摘要：美股三大股指齐跌、投行警告声不绝于耳；热门中概股普跌，教育股、游戏股走低；比尔盖茨斥资22亿美元增持四季酒店股份；莫德纳宣布正研发二合一疫苗，可同时预防新冠和流感\n\n海外市场\n1、初请再创大流行","content":"<blockquote>\n 摘要：美股三大股指齐跌、投行警告声不绝于耳；热门中概股普跌，教育股、游戏股走低；比尔盖茨斥资22亿美元增持四季酒店股份；莫德纳宣布正研发二合一疫苗，可同时预防新冠和流感\n</blockquote>\n<p>海外市场</p>\n<p><b>1、初请再创大流行以来新低 美股却上演倒V反转录得4连阴</b></p>\n<p>美股创下连续第4天下跌，创下12周以来的最长连续跌势，投资者难以在仍很火爆的就业市场和急剧上升的新冠感染病例之间做出平衡。确诊病例激增削弱了经济增长的势头。美股三大股指早盘一度上扬，但随后很快转而下跌：道琼斯指数收盘下跌0.43%，标普500指数收盘下跌0.46%，纳斯达克综合指数收盘下跌0.25%。</p>\n<p><b>2、热门中概股周四收盘涨跌不一 虎牙跌超8%</b></p>\n<p>热门中概股周四收盘涨跌不一，虎牙跌超8%，此前虎牙旗下小鹿陪玩等7款陪玩软件被无限期下架。</p>\n<p>洋葱集团涨超12%，魔线涨超11%，比特矿业额涨近8%，开心汽车涨超7%。新能源汽车股中，理想汽车涨超1%，蔚来汽车涨近1%，小鹏汽车涨近0.3%。</p>\n<p><b>3、欧股收高银行股攀升</b></p>\n<p>欧元区股市周四从盘中低点反弹，银行股攀升。周四欧洲央行表示在未来一个季度只会略微减少其紧急债券购买量，符合预期。</p>\n<p>泛欧斯托克600指数收盘上涨0.50点，涨幅0.1%，报468.37点。</p>\n<p><b>4、中国干预让两大原油期货暴跌 中国首次动用国家石油储备</b></p>\n<p>中国周四宣布计划释放国家石油储备以减轻中国企业供需压力，以及美国每周原油产量低于预期，导致两大原油期货暴跌近2%。</p>\n<p>截至收盘，美国WTI原油10月期货下跌127美分，跌幅1.83%，报68.03美元/桶；布伦特11月期货下跌134美分，跌幅1.74%，报71.34美元/桶。</p>\n<p><b>5、4日以来首次收涨！美元回落提振黄金走强</b></p>\n<p>金价走强，受美元小幅回落提振，但市场再度押注美联储可能开始提早缩减经济支持措施，限制了金价涨势。此外，欧洲央行也放慢了购债步伐。</p>\n<p>美市尾盘，现货黄金收报1794.32美元/盎司，上涨5.23美元或0.29%，为4日以来首次收涨，盘中最低触及1783.75美元/盎司，最高触及1800.90美元/盎司。</p>\n<p>国际宏观</p>\n<p><b>1、欧洲央行放缓购债速度，拉加德：我们并不是缩减购债</b></p>\n<p>周四，欧洲央行公布利率决议，三大关键利率维持不变，与市场预期吻合。欧洲央行表示，维持紧急抗疫购债计划规模在1.85万亿欧元不变，并放缓第四季度PEPP购债速度，紧急抗疫购债计划将至少持续到2022年3月底，在2023年底之前，将继续对紧急抗疫购债计划的到期证券的本金进行再投资。</p>\n<p><b>2、美联储Kaplan：劳动力供需失衡状况或持续更久 并影响价格水平</b></p>\n<p>达拉斯联储行长Robert Kaplan周四表示，美国劳动力供需失衡状况或持续更久，并影响价格水平。</p>\n<p>Kaplan称：“这种劳动力供需失衡的状况将持续更长一段时间，所以我认为进入明年物价压力可能会有一些扩大。”</p>\n<p><b>3、芝加哥联储行长：美国经济仍面临疫情带来的挑战</b></p>\n<p>美国芝加哥联储行长Charles Evans表示。“在去年经济活动出现严重而急剧的下滑之后，我们看到了强劲的经济增长。然而，供应链和劳动力市场的普遍瓶颈证明了经济仍然面临挑战”。周四Evans在芝加哥联储主办的虚拟活动上致欢迎辞时表示：“未来依然存在高度不确定性，新冠病毒变异株正在影响美国的健康和安全”。</p>\n<p><b>4、美联储卡普兰和罗森格伦将卖出个股持股 以解决利益冲突问题</b></p>\n<p>达拉斯联储主席罗伯特-卡普兰和波士顿联储主席埃里克-罗森格伦周四表示，出于对2020年交易的道德担忧，他们将卖出所有的个股持股。</p>\n<p>这两位美联储官员在周四发布的声明中表示，他们将在9月30日之前出售所有股票，并将所得款项用于被动投资。在担任地区联储主席期间，两人都不会再买卖股票。</p>\n<p><b>5、研究：欧洲能源公司若不实现碳中和 将面临1350亿美元损失</b></p>\n<p>自世界各国提出“碳中和”口号之后，相当多公司需要加快转型。根据牛津大学最新研究，如果欧洲能源公司在2040年前不采取行动实现碳中和，它们可能将面临1350亿美元的潜在损失。</p>\n<p><b>6、EIA原油库存降幅不及预期，美国内原油产量降幅为有纪录以来最大</b></p>\n<p>周四，美国EIA公布的数据显示，截至9月3日当周美国除却战略储备的商业原油库存降幅不及预期，精炼油库存降幅不及预期，汽油库存降幅大超预期。EIA数据公布后美国原油价格短线小幅回落0.2美元。具体数据显示，美国截至9月3日当周EIA原油库存变动实际公布减少152.80万桶，预期减少475万桶，前值减少716.9万桶。</p>\n<p>市场观点</p>\n<p><b>1、高盛预计英国央行将推迟加息 受就业前景影响</b></p>\n<p>高盛集团表示，英国带薪休假计划结束时的情况将比英国央行预期更为混乱，料促使央行推迟加息。虽然投资者预计英国央行将在2022年5月份上调基准利率，并已经消化到2022年底累计加息28个基点的预期。但高盛经济学家预期，英国央行在2023年第三季度前不会上调利率。</p>\n<p><b>2、Pimco：欧央行未来数年可能继续购买资产 很长一段时间保持高度宽松</b></p>\n<p>太平洋投资管理公司投资组合经理Konstantin Veit认为，欧洲央行可能会在未来几年继续购买资产。</p>\n<p>Veit在声明中表示，欧洲央行应对疫情的紧急购债操作可能在2022年结束净买入状态，但随后会提高常规资产购买计划的购买量。</p>\n<p><b>3、散户化带来新挑战 平衡监管和保护成新课题</b></p>\n<p>前段时间，美国股市的“散户运动”引发了全球金融市场的广泛关注和讨论。伴随散户投资者的影响力在增加，平衡监管和对散户的保护成为交易所的“新课题”。这也成为本届世界交易所联合会重点交流探讨的话题之一。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2166319064\" target=\"_blank\"><b>比尔盖茨押注旅游业复苏 斥资22亿美元增持四季酒店股份</b></a></p>\n<p>自疫情爆发以来，全球酒店行业备受打击，疫情管控导致全球人口流动大幅减少。前世界首富比尔盖茨的家族投资办公室——瀑布投资（Cascade Investment LLC）以22亿美元购买沙特王子瓦利德•本•塔拉勒持有的四季酒店部分股份。此举表明比尔盖茨看好后疫情时代的旅游及酒店业复苏。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2166341501\" target=\"_blank\"><b>微软宣布无限期推迟美国员工重返办公室计划</b></a></p>\n<p>微软表示，由于新冠病毒继续在美国扩散，该公司将无限期推迟其位于华盛顿雷德蒙德的总部及其他美国办公室的重新开放。</p>\n<p>这一决定将影响到微软在美国的103000多名员工。该公司在8月初曾宣布了最新的10月4日重返办公室计划。微软表示，从9月开始，员工必须出示接种新冠疫苗的证明，才能进入该公司在美国的任何设施。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2166344676\" target=\"_blank\"><b>莫德纳宣布正研发二合一疫苗 可同时预防新冠和流感</b></a></p>\n<p>莫德纳表示，该公司正在研发一种二合一增强剂疫苗，可同时预防新冠肺炎和季节性流感。受此消息提振，莫德纳股价上涨明显，截止发稿，该公司股价涨7.68%。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2166476183\" target=\"_blank\"><b>报道称苹果任命软件高管Kevin Lynch接管汽车项目</b></a></p>\n<p>据报道，苹果公司任命了Apple Watch的软件开发负责人来接管该公司秘密汽车项目。此前该汽车项目的负责人Doug Field被福特汽车挖走。</p>\n<p>报道称，苹果公司已聘请Kevin Lynch来接管该公司高度保密的特殊项目业务，据称这其中包括该公司的秘密造车项目Project Titan。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2166349077\" target=\"_blank\"><b>报道称谷歌语音助手遭欧盟反垄断调查</b></a></p>\n<p>据媒体周四报道，Alphabet Inc旗下的谷歌正在接受欧盟反垄断监管机构的调查，调查该公司是否可能强迫设备制造商将Google Assistant用作安卓设备上的默认语音助手。</p>\n<p>欧盟委员会6月份曾表示，其对互联网连接设备的行业调查引起了广泛担忧，即与语音助手相关的某些排他性和捆绑做法，如智能设备生产商被阻止在设备上安装第二个语音助手。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2166347103\" target=\"_blank\"><b>Facebook推出299美元的雷朋Stories智能眼镜</b></a></p>\n<p>Facebook今天与知名太阳镜制造商雷朋共同发布了299美元的雷朋Stories智能眼镜，一共有20种风格组合，可与智能手机连接以执行基本任务。雷朋Stories智能眼镜内置两个500万像素的摄像头，可以从第一人称视角拍摄照片，还可通过语音命令拨打电话、播放音乐和分享照片。</p>\n<p><b>7、</b><a href=\"https://laohu8.com/NW/2166341015\" target=\"_blank\"><b>做短差？“木头姐”旗下基金卖出超1亿美元特斯拉</b></a></p>\n<p>截至9月9日的数据显示，“木头姐”Cathie Wood旗舰基金ARKK最新卖出特斯拉14.37万股，价值1.08亿美元；ARKW卖出特斯拉2.26万股，价值1704万美元；ARKQ卖出特斯拉7919股，价值597万美元。</p>\n<p>特斯拉近几个月股价表现相对强劲，本周三收涨0.13%，收于753.87美元，表现好于当日美股大盘，这一价格点位较5月中旬的低点最大反弹了约38%。分析称，“木头姐”小幅抛售特斯拉，是在逢高出货做波段交易。特斯拉仍然是其最重要持仓之一。</p>\n<p><b>8、</b><a href=\"https://laohu8.com/NW/2166341473\" target=\"_blank\"><b>iPhone“十三香”终于要来了 风暴中心的苹果离3万亿市值还有多远？</b></a></p>\n<p>苹果2021年秋季新品发布会已经确定在北京时间9月15日凌晨1点召开，本次活动预定在加利福尼亚州库比蒂诺Apple Park园区的史蒂夫乔布斯剧院举行，与去年一样，受新冠疫情影响，苹果公司的发布会将在网上进行直播。</p>\n<p><b>9、</b><a href=\"https://laohu8.com/NW/2166020341\" target=\"_blank\"><b>联想将把研发投入提高一倍至90亿美元 用于人工智能技术</b></a></p>\n<p>媒体援引对联想首席执行官杨元庆的采访称，联想将在未来三年安排约90亿美元用于扩大基于人工智能的解决方案服务。</p>\n<p>大部分资金将投向核心人工智能技术，还将致力于医疗保健、教育和零售行业。</p>\n<p><b>10、喜马拉雅申请撤回在美国的IPO计划</b></p>\n<p>据美国证券交易委员会文件：喜马拉雅申请撤回在美国的IPO计划，此前于2021年4月申请在美上市。$申请撤回在美国的IPO计划，此前于2021年4月申请在美上市。</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>昨夜今晨：道指标普四连跌，莫德纳开发流感新冠二合一疫苗</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨：道指标普四连跌，莫德纳开发流感新冠二合一疫苗\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-10 07:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：美股三大股指齐跌、投行警告声不绝于耳；热门中概股普跌，教育股、游戏股走低；比尔盖茨斥资22亿美元增持四季酒店股份；莫德纳宣布正研发二合一疫苗，可同时预防新冠和流感\n</blockquote>\n<p>海外市场</p>\n<p><b>1、初请再创大流行以来新低 美股却上演倒V反转录得4连阴</b></p>\n<p>美股创下连续第4天下跌，创下12周以来的最长连续跌势，投资者难以在仍很火爆的就业市场和急剧上升的新冠感染病例之间做出平衡。确诊病例激增削弱了经济增长的势头。美股三大股指早盘一度上扬，但随后很快转而下跌：道琼斯指数收盘下跌0.43%，标普500指数收盘下跌0.46%，纳斯达克综合指数收盘下跌0.25%。</p>\n<p><b>2、热门中概股周四收盘涨跌不一 虎牙跌超8%</b></p>\n<p>热门中概股周四收盘涨跌不一，虎牙跌超8%，此前虎牙旗下小鹿陪玩等7款陪玩软件被无限期下架。</p>\n<p>洋葱集团涨超12%，魔线涨超11%，比特矿业额涨近8%，开心汽车涨超7%。新能源汽车股中，理想汽车涨超1%，蔚来汽车涨近1%，小鹏汽车涨近0.3%。</p>\n<p><b>3、欧股收高银行股攀升</b></p>\n<p>欧元区股市周四从盘中低点反弹，银行股攀升。周四欧洲央行表示在未来一个季度只会略微减少其紧急债券购买量，符合预期。</p>\n<p>泛欧斯托克600指数收盘上涨0.50点，涨幅0.1%，报468.37点。</p>\n<p><b>4、中国干预让两大原油期货暴跌 中国首次动用国家石油储备</b></p>\n<p>中国周四宣布计划释放国家石油储备以减轻中国企业供需压力，以及美国每周原油产量低于预期，导致两大原油期货暴跌近2%。</p>\n<p>截至收盘，美国WTI原油10月期货下跌127美分，跌幅1.83%，报68.03美元/桶；布伦特11月期货下跌134美分，跌幅1.74%，报71.34美元/桶。</p>\n<p><b>5、4日以来首次收涨！美元回落提振黄金走强</b></p>\n<p>金价走强，受美元小幅回落提振，但市场再度押注美联储可能开始提早缩减经济支持措施，限制了金价涨势。此外，欧洲央行也放慢了购债步伐。</p>\n<p>美市尾盘，现货黄金收报1794.32美元/盎司，上涨5.23美元或0.29%，为4日以来首次收涨，盘中最低触及1783.75美元/盎司，最高触及1800.90美元/盎司。</p>\n<p>国际宏观</p>\n<p><b>1、欧洲央行放缓购债速度，拉加德：我们并不是缩减购债</b></p>\n<p>周四，欧洲央行公布利率决议，三大关键利率维持不变，与市场预期吻合。欧洲央行表示，维持紧急抗疫购债计划规模在1.85万亿欧元不变，并放缓第四季度PEPP购债速度，紧急抗疫购债计划将至少持续到2022年3月底，在2023年底之前，将继续对紧急抗疫购债计划的到期证券的本金进行再投资。</p>\n<p><b>2、美联储Kaplan：劳动力供需失衡状况或持续更久 并影响价格水平</b></p>\n<p>达拉斯联储行长Robert Kaplan周四表示，美国劳动力供需失衡状况或持续更久，并影响价格水平。</p>\n<p>Kaplan称：“这种劳动力供需失衡的状况将持续更长一段时间，所以我认为进入明年物价压力可能会有一些扩大。”</p>\n<p><b>3、芝加哥联储行长：美国经济仍面临疫情带来的挑战</b></p>\n<p>美国芝加哥联储行长Charles Evans表示。“在去年经济活动出现严重而急剧的下滑之后，我们看到了强劲的经济增长。然而，供应链和劳动力市场的普遍瓶颈证明了经济仍然面临挑战”。周四Evans在芝加哥联储主办的虚拟活动上致欢迎辞时表示：“未来依然存在高度不确定性，新冠病毒变异株正在影响美国的健康和安全”。</p>\n<p><b>4、美联储卡普兰和罗森格伦将卖出个股持股 以解决利益冲突问题</b></p>\n<p>达拉斯联储主席罗伯特-卡普兰和波士顿联储主席埃里克-罗森格伦周四表示，出于对2020年交易的道德担忧，他们将卖出所有的个股持股。</p>\n<p>这两位美联储官员在周四发布的声明中表示，他们将在9月30日之前出售所有股票，并将所得款项用于被动投资。在担任地区联储主席期间，两人都不会再买卖股票。</p>\n<p><b>5、研究：欧洲能源公司若不实现碳中和 将面临1350亿美元损失</b></p>\n<p>自世界各国提出“碳中和”口号之后，相当多公司需要加快转型。根据牛津大学最新研究，如果欧洲能源公司在2040年前不采取行动实现碳中和，它们可能将面临1350亿美元的潜在损失。</p>\n<p><b>6、EIA原油库存降幅不及预期，美国内原油产量降幅为有纪录以来最大</b></p>\n<p>周四，美国EIA公布的数据显示，截至9月3日当周美国除却战略储备的商业原油库存降幅不及预期，精炼油库存降幅不及预期，汽油库存降幅大超预期。EIA数据公布后美国原油价格短线小幅回落0.2美元。具体数据显示，美国截至9月3日当周EIA原油库存变动实际公布减少152.80万桶，预期减少475万桶，前值减少716.9万桶。</p>\n<p>市场观点</p>\n<p><b>1、高盛预计英国央行将推迟加息 受就业前景影响</b></p>\n<p>高盛集团表示，英国带薪休假计划结束时的情况将比英国央行预期更为混乱，料促使央行推迟加息。虽然投资者预计英国央行将在2022年5月份上调基准利率，并已经消化到2022年底累计加息28个基点的预期。但高盛经济学家预期，英国央行在2023年第三季度前不会上调利率。</p>\n<p><b>2、Pimco：欧央行未来数年可能继续购买资产 很长一段时间保持高度宽松</b></p>\n<p>太平洋投资管理公司投资组合经理Konstantin Veit认为，欧洲央行可能会在未来几年继续购买资产。</p>\n<p>Veit在声明中表示，欧洲央行应对疫情的紧急购债操作可能在2022年结束净买入状态，但随后会提高常规资产购买计划的购买量。</p>\n<p><b>3、散户化带来新挑战 平衡监管和保护成新课题</b></p>\n<p>前段时间，美国股市的“散户运动”引发了全球金融市场的广泛关注和讨论。伴随散户投资者的影响力在增加，平衡监管和对散户的保护成为交易所的“新课题”。这也成为本届世界交易所联合会重点交流探讨的话题之一。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2166319064\" target=\"_blank\"><b>比尔盖茨押注旅游业复苏 斥资22亿美元增持四季酒店股份</b></a></p>\n<p>自疫情爆发以来，全球酒店行业备受打击，疫情管控导致全球人口流动大幅减少。前世界首富比尔盖茨的家族投资办公室——瀑布投资（Cascade Investment LLC）以22亿美元购买沙特王子瓦利德•本•塔拉勒持有的四季酒店部分股份。此举表明比尔盖茨看好后疫情时代的旅游及酒店业复苏。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2166341501\" target=\"_blank\"><b>微软宣布无限期推迟美国员工重返办公室计划</b></a></p>\n<p>微软表示，由于新冠病毒继续在美国扩散，该公司将无限期推迟其位于华盛顿雷德蒙德的总部及其他美国办公室的重新开放。</p>\n<p>这一决定将影响到微软在美国的103000多名员工。该公司在8月初曾宣布了最新的10月4日重返办公室计划。微软表示，从9月开始，员工必须出示接种新冠疫苗的证明，才能进入该公司在美国的任何设施。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2166344676\" target=\"_blank\"><b>莫德纳宣布正研发二合一疫苗 可同时预防新冠和流感</b></a></p>\n<p>莫德纳表示，该公司正在研发一种二合一增强剂疫苗，可同时预防新冠肺炎和季节性流感。受此消息提振，莫德纳股价上涨明显，截止发稿，该公司股价涨7.68%。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2166476183\" target=\"_blank\"><b>报道称苹果任命软件高管Kevin Lynch接管汽车项目</b></a></p>\n<p>据报道，苹果公司任命了Apple Watch的软件开发负责人来接管该公司秘密汽车项目。此前该汽车项目的负责人Doug Field被福特汽车挖走。</p>\n<p>报道称，苹果公司已聘请Kevin Lynch来接管该公司高度保密的特殊项目业务，据称这其中包括该公司的秘密造车项目Project Titan。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2166349077\" target=\"_blank\"><b>报道称谷歌语音助手遭欧盟反垄断调查</b></a></p>\n<p>据媒体周四报道，Alphabet Inc旗下的谷歌正在接受欧盟反垄断监管机构的调查，调查该公司是否可能强迫设备制造商将Google Assistant用作安卓设备上的默认语音助手。</p>\n<p>欧盟委员会6月份曾表示，其对互联网连接设备的行业调查引起了广泛担忧，即与语音助手相关的某些排他性和捆绑做法，如智能设备生产商被阻止在设备上安装第二个语音助手。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2166347103\" target=\"_blank\"><b>Facebook推出299美元的雷朋Stories智能眼镜</b></a></p>\n<p>Facebook今天与知名太阳镜制造商雷朋共同发布了299美元的雷朋Stories智能眼镜，一共有20种风格组合，可与智能手机连接以执行基本任务。雷朋Stories智能眼镜内置两个500万像素的摄像头，可以从第一人称视角拍摄照片，还可通过语音命令拨打电话、播放音乐和分享照片。</p>\n<p><b>7、</b><a href=\"https://laohu8.com/NW/2166341015\" target=\"_blank\"><b>做短差？“木头姐”旗下基金卖出超1亿美元特斯拉</b></a></p>\n<p>截至9月9日的数据显示，“木头姐”Cathie Wood旗舰基金ARKK最新卖出特斯拉14.37万股，价值1.08亿美元；ARKW卖出特斯拉2.26万股，价值1704万美元；ARKQ卖出特斯拉7919股，价值597万美元。</p>\n<p>特斯拉近几个月股价表现相对强劲，本周三收涨0.13%，收于753.87美元，表现好于当日美股大盘，这一价格点位较5月中旬的低点最大反弹了约38%。分析称，“木头姐”小幅抛售特斯拉，是在逢高出货做波段交易。特斯拉仍然是其最重要持仓之一。</p>\n<p><b>8、</b><a href=\"https://laohu8.com/NW/2166341473\" target=\"_blank\"><b>iPhone“十三香”终于要来了 风暴中心的苹果离3万亿市值还有多远？</b></a></p>\n<p>苹果2021年秋季新品发布会已经确定在北京时间9月15日凌晨1点召开，本次活动预定在加利福尼亚州库比蒂诺Apple Park园区的史蒂夫乔布斯剧院举行，与去年一样，受新冠疫情影响，苹果公司的发布会将在网上进行直播。</p>\n<p><b>9、</b><a href=\"https://laohu8.com/NW/2166020341\" target=\"_blank\"><b>联想将把研发投入提高一倍至90亿美元 用于人工智能技术</b></a></p>\n<p>媒体援引对联想首席执行官杨元庆的采访称，联想将在未来三年安排约90亿美元用于扩大基于人工智能的解决方案服务。</p>\n<p>大部分资金将投向核心人工智能技术，还将致力于医疗保健、教育和零售行业。</p>\n<p><b>10、喜马拉雅申请撤回在美国的IPO计划</b></p>\n<p>据美国证券交易委员会文件：喜马拉雅申请撤回在美国的IPO计划，此前于2021年4月申请在美上市。$申请撤回在美国的IPO计划，此前于2021年4月申请在美上市。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"DXD":"道指两倍做空ETF","DDM":"道指两倍做多ETF","SDOW":"道指三倍做空ETF-ProShares",".DJI":"道琼斯","DOG":"道指反向ETF",".IXIC":"NASDAQ Composite","DJX":"1/100道琼斯","UDOW":"道指三倍做多ETF-ProShares",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119421769","content_text":"摘要：美股三大股指齐跌、投行警告声不绝于耳；热门中概股普跌，教育股、游戏股走低；比尔盖茨斥资22亿美元增持四季酒店股份；莫德纳宣布正研发二合一疫苗，可同时预防新冠和流感\n\n海外市场\n1、初请再创大流行以来新低 美股却上演倒V反转录得4连阴\n美股创下连续第4天下跌，创下12周以来的最长连续跌势，投资者难以在仍很火爆的就业市场和急剧上升的新冠感染病例之间做出平衡。确诊病例激增削弱了经济增长的势头。美股三大股指早盘一度上扬，但随后很快转而下跌：道琼斯指数收盘下跌0.43%，标普500指数收盘下跌0.46%，纳斯达克综合指数收盘下跌0.25%。\n2、热门中概股周四收盘涨跌不一 虎牙跌超8%\n热门中概股周四收盘涨跌不一，虎牙跌超8%，此前虎牙旗下小鹿陪玩等7款陪玩软件被无限期下架。\n洋葱集团涨超12%，魔线涨超11%，比特矿业额涨近8%，开心汽车涨超7%。新能源汽车股中，理想汽车涨超1%，蔚来汽车涨近1%，小鹏汽车涨近0.3%。\n3、欧股收高银行股攀升\n欧元区股市周四从盘中低点反弹，银行股攀升。周四欧洲央行表示在未来一个季度只会略微减少其紧急债券购买量，符合预期。\n泛欧斯托克600指数收盘上涨0.50点，涨幅0.1%，报468.37点。\n4、中国干预让两大原油期货暴跌 中国首次动用国家石油储备\n中国周四宣布计划释放国家石油储备以减轻中国企业供需压力，以及美国每周原油产量低于预期，导致两大原油期货暴跌近2%。\n截至收盘，美国WTI原油10月期货下跌127美分，跌幅1.83%，报68.03美元/桶；布伦特11月期货下跌134美分，跌幅1.74%，报71.34美元/桶。\n5、4日以来首次收涨！美元回落提振黄金走强\n金价走强，受美元小幅回落提振，但市场再度押注美联储可能开始提早缩减经济支持措施，限制了金价涨势。此外，欧洲央行也放慢了购债步伐。\n美市尾盘，现货黄金收报1794.32美元/盎司，上涨5.23美元或0.29%，为4日以来首次收涨，盘中最低触及1783.75美元/盎司，最高触及1800.90美元/盎司。\n国际宏观\n1、欧洲央行放缓购债速度，拉加德：我们并不是缩减购债\n周四，欧洲央行公布利率决议，三大关键利率维持不变，与市场预期吻合。欧洲央行表示，维持紧急抗疫购债计划规模在1.85万亿欧元不变，并放缓第四季度PEPP购债速度，紧急抗疫购债计划将至少持续到2022年3月底，在2023年底之前，将继续对紧急抗疫购债计划的到期证券的本金进行再投资。\n2、美联储Kaplan：劳动力供需失衡状况或持续更久 并影响价格水平\n达拉斯联储行长Robert Kaplan周四表示，美国劳动力供需失衡状况或持续更久，并影响价格水平。\nKaplan称：“这种劳动力供需失衡的状况将持续更长一段时间，所以我认为进入明年物价压力可能会有一些扩大。”\n3、芝加哥联储行长：美国经济仍面临疫情带来的挑战\n美国芝加哥联储行长Charles Evans表示。“在去年经济活动出现严重而急剧的下滑之后，我们看到了强劲的经济增长。然而，供应链和劳动力市场的普遍瓶颈证明了经济仍然面临挑战”。周四Evans在芝加哥联储主办的虚拟活动上致欢迎辞时表示：“未来依然存在高度不确定性，新冠病毒变异株正在影响美国的健康和安全”。\n4、美联储卡普兰和罗森格伦将卖出个股持股 以解决利益冲突问题\n达拉斯联储主席罗伯特-卡普兰和波士顿联储主席埃里克-罗森格伦周四表示，出于对2020年交易的道德担忧，他们将卖出所有的个股持股。\n这两位美联储官员在周四发布的声明中表示，他们将在9月30日之前出售所有股票，并将所得款项用于被动投资。在担任地区联储主席期间，两人都不会再买卖股票。\n5、研究：欧洲能源公司若不实现碳中和 将面临1350亿美元损失\n自世界各国提出“碳中和”口号之后，相当多公司需要加快转型。根据牛津大学最新研究，如果欧洲能源公司在2040年前不采取行动实现碳中和，它们可能将面临1350亿美元的潜在损失。\n6、EIA原油库存降幅不及预期，美国内原油产量降幅为有纪录以来最大\n周四，美国EIA公布的数据显示，截至9月3日当周美国除却战略储备的商业原油库存降幅不及预期，精炼油库存降幅不及预期，汽油库存降幅大超预期。EIA数据公布后美国原油价格短线小幅回落0.2美元。具体数据显示，美国截至9月3日当周EIA原油库存变动实际公布减少152.80万桶，预期减少475万桶，前值减少716.9万桶。\n市场观点\n1、高盛预计英国央行将推迟加息 受就业前景影响\n高盛集团表示，英国带薪休假计划结束时的情况将比英国央行预期更为混乱，料促使央行推迟加息。虽然投资者预计英国央行将在2022年5月份上调基准利率，并已经消化到2022年底累计加息28个基点的预期。但高盛经济学家预期，英国央行在2023年第三季度前不会上调利率。\n2、Pimco：欧央行未来数年可能继续购买资产 很长一段时间保持高度宽松\n太平洋投资管理公司投资组合经理Konstantin Veit认为，欧洲央行可能会在未来几年继续购买资产。\nVeit在声明中表示，欧洲央行应对疫情的紧急购债操作可能在2022年结束净买入状态，但随后会提高常规资产购买计划的购买量。\n3、散户化带来新挑战 平衡监管和保护成新课题\n前段时间，美国股市的“散户运动”引发了全球金融市场的广泛关注和讨论。伴随散户投资者的影响力在增加，平衡监管和对散户的保护成为交易所的“新课题”。这也成为本届世界交易所联合会重点交流探讨的话题之一。\n公司新闻\n1、比尔盖茨押注旅游业复苏 斥资22亿美元增持四季酒店股份\n自疫情爆发以来，全球酒店行业备受打击，疫情管控导致全球人口流动大幅减少。前世界首富比尔盖茨的家族投资办公室——瀑布投资（Cascade Investment LLC）以22亿美元购买沙特王子瓦利德•本•塔拉勒持有的四季酒店部分股份。此举表明比尔盖茨看好后疫情时代的旅游及酒店业复苏。\n2、微软宣布无限期推迟美国员工重返办公室计划\n微软表示，由于新冠病毒继续在美国扩散，该公司将无限期推迟其位于华盛顿雷德蒙德的总部及其他美国办公室的重新开放。\n这一决定将影响到微软在美国的103000多名员工。该公司在8月初曾宣布了最新的10月4日重返办公室计划。微软表示，从9月开始，员工必须出示接种新冠疫苗的证明，才能进入该公司在美国的任何设施。\n3、莫德纳宣布正研发二合一疫苗 可同时预防新冠和流感\n莫德纳表示，该公司正在研发一种二合一增强剂疫苗，可同时预防新冠肺炎和季节性流感。受此消息提振，莫德纳股价上涨明显，截止发稿，该公司股价涨7.68%。\n4、报道称苹果任命软件高管Kevin Lynch接管汽车项目\n据报道，苹果公司任命了Apple Watch的软件开发负责人来接管该公司秘密汽车项目。此前该汽车项目的负责人Doug Field被福特汽车挖走。\n报道称，苹果公司已聘请Kevin Lynch来接管该公司高度保密的特殊项目业务，据称这其中包括该公司的秘密造车项目Project Titan。\n5、报道称谷歌语音助手遭欧盟反垄断调查\n据媒体周四报道，Alphabet Inc旗下的谷歌正在接受欧盟反垄断监管机构的调查，调查该公司是否可能强迫设备制造商将Google Assistant用作安卓设备上的默认语音助手。\n欧盟委员会6月份曾表示，其对互联网连接设备的行业调查引起了广泛担忧，即与语音助手相关的某些排他性和捆绑做法，如智能设备生产商被阻止在设备上安装第二个语音助手。\n6、Facebook推出299美元的雷朋Stories智能眼镜\nFacebook今天与知名太阳镜制造商雷朋共同发布了299美元的雷朋Stories智能眼镜，一共有20种风格组合，可与智能手机连接以执行基本任务。雷朋Stories智能眼镜内置两个500万像素的摄像头，可以从第一人称视角拍摄照片，还可通过语音命令拨打电话、播放音乐和分享照片。\n7、做短差？“木头姐”旗下基金卖出超1亿美元特斯拉\n截至9月9日的数据显示，“木头姐”Cathie Wood旗舰基金ARKK最新卖出特斯拉14.37万股，价值1.08亿美元；ARKW卖出特斯拉2.26万股，价值1704万美元；ARKQ卖出特斯拉7919股，价值597万美元。\n特斯拉近几个月股价表现相对强劲，本周三收涨0.13%，收于753.87美元，表现好于当日美股大盘，这一价格点位较5月中旬的低点最大反弹了约38%。分析称，“木头姐”小幅抛售特斯拉，是在逢高出货做波段交易。特斯拉仍然是其最重要持仓之一。\n8、iPhone“十三香”终于要来了 风暴中心的苹果离3万亿市值还有多远？\n苹果2021年秋季新品发布会已经确定在北京时间9月15日凌晨1点召开，本次活动预定在加利福尼亚州库比蒂诺Apple Park园区的史蒂夫乔布斯剧院举行，与去年一样，受新冠疫情影响，苹果公司的发布会将在网上进行直播。\n9、联想将把研发投入提高一倍至90亿美元 用于人工智能技术\n媒体援引对联想首席执行官杨元庆的采访称，联想将在未来三年安排约90亿美元用于扩大基于人工智能的解决方案服务。\n大部分资金将投向核心人工智能技术，还将致力于医疗保健、教育和零售行业。\n10、喜马拉雅申请撤回在美国的IPO计划\n据美国证券交易委员会文件：喜马拉雅申请撤回在美国的IPO计划，此前于2021年4月申请在美上市。$申请撤回在美国的IPO计划，此前于2021年4月申请在美上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141049345,"gmtCreate":1625827704187,"gmtModify":1703749362857,"author":{"id":"3586510836038332","authorId":"3586510836038332","name":"vng","avatar":"https://static.tigerbbs.com/2f6ee1363a675a706e1304a968eeb098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586510836038332","authorIdStr":"3586510836038332"},"themes":[],"htmlText":"Thank you for informing","listText":"Thank you for informing","text":"Thank you for informing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141049345","repostId":"2150037500","repostType":4,"repost":{"id":"2150037500","kind":"news","pubTimestamp":1625822400,"share":"https://ttm.financial/m/news/2150037500?lang=&edition=fundamental","pubTime":"2021-07-09 17:20","market":"us","language":"en","title":"White House to target bank mergers, financial data with competition order","url":"https://stock-news.laohu8.com/highlight/detail?id=2150037500","media":"StreetInsider","summary":"WASHINGTON (Reuters) - President Joe Biden's planned executive order to promote greater U.S. competi","content":"<p>WASHINGTON (Reuters) - President Joe Biden's planned executive order to promote greater U.S. competition will target bank mergers by pushing the Federal Reserve and the Department of Justice to update merger guidelines and increase scrutiny of deals, according to a source familiar with the matter.</p>\n<p>It will also ask the Consumer Financial Protection Bureau (CFPB) to issue rules giving consumers full control of their financial data to make it easier for customers to switch banks, the source said.</p>\n<p>The planned order, which is expected to be signed by Biden on Friday, is likely to chill M&amp;A in the banking sector after a rash of deals unleashed by the Trump administration's more industry-friendly regulatory policy.</p>\n<p>Those included the $28 billion marriage of BB&amp;T Corp and SunTrust, the biggest bank tie-up since the 2007-2009 financial crisis, and <a href=\"https://laohu8.com/S/FITBO\">Fifth Third Bancorp</a>'s $4.7 billion purchase of MB Financial Inc, and many smaller deals. The value of M&amp;A among commercial, savings and investment banks reached $54.66 billion by November 2020, the highest since 2009, according to data from Dealogic.</p>\n<p>While such transactions have been subject to federal review, government agencies have not formally denied a bank merger application in more than 15 years, according to a paper by Jeremy Kress, a University of Michigan professor who previously worked on bank merger oversight at the Fed.</p>\n<p>\"There has been a rash of bank closures across the United States, and we're dealing with the bad effects for a lot of people and it's also hard to switch options ... so it is, in a sense, a crisis of competition,\" said the source.</p>\n<p>A report by the Federal <a href=\"https://laohu8.com/S/FISI\">Financial Institutions</a> Examination Council and the Federal Reserve Bank of St. Louis shows that the number of commercial banks in the U.S. has fallen by about 10,000 over the past two decades, a decline of 70%.</p>\n<p>This has led to higher fees for consumers, reduced access to banking services for communities of color and low-income working families, and increased concerns about risk to the financial system, according to studies by the National Community Reinvestment Coalition.</p>\n<p>Bank mergers have been a target of progressives including Senator Elizabeth Warren, who says consolidation harms consumers.</p>\n<p>The executive order, which would also address merger guidelines of two other federal agencies that oversee banks, could drag big banks into a high-stakes antitrust debate even as they warn they need help from Washington to compete with financial technology upstarts. The Bank Policy Institute, which represents the nation's biggest lenders, argued in 2020 that banks face a barrage of competition from such players.</p>\n<p>Reuters first reported Biden's plan to issue a competition executive order. Details have since emerged on specific actions the administration plans to take that will impact industries such as farm equipment manufacturers, rail and sea shipping, and the labor market.</p>\n<p>The actions are part of Biden's moves to strengthen competition by not just enforcing antitrust laws but using federal power to ignite competition in an array of businesses.</p>\n<p>Since taking office, he has appointed advocates of tougher antitrust enforcement to top roles at the White House and agencies such as the Federal Trade Commission.</p>\n<p>Former President Barack Obama's administration issued a similar order in 2016, but it failed to yield results. The Biden order includes details on how government agencies should review deals and competition in industries, the source said.</p>\n<p>Biden's order also pushes to allow customers to switch banks by taking their financial transaction history data with them.</p>\n<p>In October, the CFPB sought comment on a potential proposal to increase consumers' access to their own financial data, which is collected by a growing number of financial institutions and apps. The agency's new leadership has yet to move ahead with it.</p>\n<p>The source said the White House hopes the executive order would spur the agency to push ahead with the changes.</p>\n<p>The increased ability to share such data could also help drive more accurate credit scoring models, helping to boost access to credit for under-served and minority communities, the source added.</p>","source":"highlight_streetinsider","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>White House to target bank mergers, financial data with competition order</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhite House to target bank mergers, financial data with competition order\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-09 17:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18659883><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>WASHINGTON (Reuters) - President Joe Biden's planned executive order to promote greater U.S. competition will target bank mergers by pushing the Federal Reserve and the Department of Justice to update...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18659883\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","WFC":"富国银行","JPM":"摩根大通"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18659883","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150037500","content_text":"WASHINGTON (Reuters) - President Joe Biden's planned executive order to promote greater U.S. competition will target bank mergers by pushing the Federal Reserve and the Department of Justice to update merger guidelines and increase scrutiny of deals, according to a source familiar with the matter.\nIt will also ask the Consumer Financial Protection Bureau (CFPB) to issue rules giving consumers full control of their financial data to make it easier for customers to switch banks, the source said.\nThe planned order, which is expected to be signed by Biden on Friday, is likely to chill M&A in the banking sector after a rash of deals unleashed by the Trump administration's more industry-friendly regulatory policy.\nThose included the $28 billion marriage of BB&T Corp and SunTrust, the biggest bank tie-up since the 2007-2009 financial crisis, and Fifth Third Bancorp's $4.7 billion purchase of MB Financial Inc, and many smaller deals. The value of M&A among commercial, savings and investment banks reached $54.66 billion by November 2020, the highest since 2009, according to data from Dealogic.\nWhile such transactions have been subject to federal review, government agencies have not formally denied a bank merger application in more than 15 years, according to a paper by Jeremy Kress, a University of Michigan professor who previously worked on bank merger oversight at the Fed.\n\"There has been a rash of bank closures across the United States, and we're dealing with the bad effects for a lot of people and it's also hard to switch options ... so it is, in a sense, a crisis of competition,\" said the source.\nA report by the Federal Financial Institutions Examination Council and the Federal Reserve Bank of St. Louis shows that the number of commercial banks in the U.S. has fallen by about 10,000 over the past two decades, a decline of 70%.\nThis has led to higher fees for consumers, reduced access to banking services for communities of color and low-income working families, and increased concerns about risk to the financial system, according to studies by the National Community Reinvestment Coalition.\nBank mergers have been a target of progressives including Senator Elizabeth Warren, who says consolidation harms consumers.\nThe executive order, which would also address merger guidelines of two other federal agencies that oversee banks, could drag big banks into a high-stakes antitrust debate even as they warn they need help from Washington to compete with financial technology upstarts. The Bank Policy Institute, which represents the nation's biggest lenders, argued in 2020 that banks face a barrage of competition from such players.\nReuters first reported Biden's plan to issue a competition executive order. Details have since emerged on specific actions the administration plans to take that will impact industries such as farm equipment manufacturers, rail and sea shipping, and the labor market.\nThe actions are part of Biden's moves to strengthen competition by not just enforcing antitrust laws but using federal power to ignite competition in an array of businesses.\nSince taking office, he has appointed advocates of tougher antitrust enforcement to top roles at the White House and agencies such as the Federal Trade Commission.\nFormer President Barack Obama's administration issued a similar order in 2016, but it failed to yield results. The Biden order includes details on how government agencies should review deals and competition in industries, the source said.\nBiden's order also pushes to allow customers to switch banks by taking their financial transaction history data with them.\nIn October, the CFPB sought comment on a potential proposal to increase consumers' access to their own financial data, which is collected by a growing number of financial institutions and apps. The agency's new leadership has yet to move ahead with it.\nThe source said the White House hopes the executive order would spur the agency to push ahead with the changes.\nThe increased ability to share such data could also help drive more accurate credit scoring models, helping to boost access to credit for under-served and minority communities, the source added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141056912,"gmtCreate":1625827141136,"gmtModify":1703749354885,"author":{"id":"3586510836038332","authorId":"3586510836038332","name":"vng","avatar":"https://static.tigerbbs.com/2f6ee1363a675a706e1304a968eeb098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586510836038332","authorIdStr":"3586510836038332"},"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/141056912","repostId":"1181179663","repostType":4,"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141058412,"gmtCreate":1625827119836,"gmtModify":1703749353575,"author":{"id":"3586510836038332","authorId":"3586510836038332","name":"vng","avatar":"https://static.tigerbbs.com/2f6ee1363a675a706e1304a968eeb098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586510836038332","authorIdStr":"3586510836038332"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/141058412","repostId":"1181179663","repostType":4,"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141053683,"gmtCreate":1625826912642,"gmtModify":1703749349969,"author":{"id":"3586510836038332","authorId":"3586510836038332","name":"vng","avatar":"https://static.tigerbbs.com/2f6ee1363a675a706e1304a968eeb098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586510836038332","authorIdStr":"3586510836038332"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141053683","repostId":"1113072261","repostType":4,"repost":{"id":"1113072261","kind":"news","pubTimestamp":1625823554,"share":"https://ttm.financial/m/news/1113072261?lang=&edition=fundamental","pubTime":"2021-07-09 17:39","market":"us","language":"en","title":"GameStop Short Seller Melvin Capital Ended 2021 First-Half With 46% Loss: Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1113072261","media":"Benzinga","summary":"GameStop Corp. short seller Melvin Capital Management LP ended the first half of 2021 with a loss of","content":"<p><b>GameStop Corp.</b>&nbsp;short seller Melvin Capital Management LP ended the first half of 2021 with a loss of 46%, Bloomberg&nbsp;reported&nbsp;Thursday, citing people familiar with the matter.</p>\n<p><b>What Happened:</b>Founded in 2014 by Gabe Plotkin, a former portfolio manager for Steve Cohen, Melvin Capital was at the heart of the GameStop saga earlier this year.</p>\n<p>The hedge fund, which managed $11 billion in assets as of June 1, is taking smaller-sized positions to limit exposure to single companies, as per the report.</p>\n<p>Plotkin has reportedly instructed his team of data scientists to watch social media and message boards to look for shares that are seeing high support from retail investors.</p>\n<p><b>Why It Matters:</b>Melvin Capital’s first-half results indicate the hedge fund is struggling to rebound from thelossesit incurred from betting against GameStop&nbsp;and other stonks - stocks popular with retail investors.</p>\n<p>Melvin Capital said in May it has&nbsp;closed out&nbsp;of all its public bearish positions in the first quarter. This included its listed put options in GameStop.</p>\n<p>It was&nbsp;reported&nbsp;in June that London-based White Square Capital is shutting down after suffering huge losses during the retail trading frenzy earlier in the year. This marked one of the first hedge fund closures following the surge in shares of stonks.</p>\n<p>In early June,<b>AMC Entertainment Holdings Inc.</b>&nbsp;and GameStop short-seller losses swelled up to$12 billionon a year-to-date basis. Both the stocks continue to seehigh interestfrom retail investors.</p>\n<p><b>Price Action</b>: AMC Entertainment shares closed almost 6.4% higher in Thursday’s regular trading session at $47.94, while GameStop shares closed almost 0.4% higher at $191.38.</p>","source":"lsy1606299360108","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>GameStop Short Seller Melvin Capital Ended 2021 First-Half With 46% Loss: Report</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\">\nGameStop Short Seller Melvin Capital Ended 2021 First-Half With 46% Loss: Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-09 17:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/07/21909875/gamestop-short-seller-melvin-capital-ended-2021-first-half-with-46-loss-report><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GameStop Corp. short seller Melvin Capital Management LP ended the first half of 2021 with a loss of 46%, Bloomberg reported Thursday, citing people familiar with the matter.\nWhat Happened:Founded in ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/07/21909875/gamestop-short-seller-melvin-capital-ended-2021-first-half-with-46-loss-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线"},"source_url":"https://www.benzinga.com/news/21/07/21909875/gamestop-short-seller-melvin-capital-ended-2021-first-half-with-46-loss-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113072261","content_text":"GameStop Corp. short seller Melvin Capital Management LP ended the first half of 2021 with a loss of 46%, Bloomberg reported Thursday, citing people familiar with the matter.\nWhat Happened:Founded in 2014 by Gabe Plotkin, a former portfolio manager for Steve Cohen, Melvin Capital was at the heart of the GameStop saga earlier this year.\nThe hedge fund, which managed $11 billion in assets as of June 1, is taking smaller-sized positions to limit exposure to single companies, as per the report.\nPlotkin has reportedly instructed his team of data scientists to watch social media and message boards to look for shares that are seeing high support from retail investors.\nWhy It Matters:Melvin Capital’s first-half results indicate the hedge fund is struggling to rebound from thelossesit incurred from betting against GameStop and other stonks - stocks popular with retail investors.\nMelvin Capital said in May it has closed out of all its public bearish positions in the first quarter. This included its listed put options in GameStop.\nIt was reported in June that London-based White Square Capital is shutting down after suffering huge losses during the retail trading frenzy earlier in the year. This marked one of the first hedge fund closures following the surge in shares of stonks.\nIn early June,AMC Entertainment Holdings Inc. and GameStop short-seller losses swelled up to$12 billionon a year-to-date basis. Both the stocks continue to seehigh interestfrom retail investors.\nPrice Action: AMC Entertainment shares closed almost 6.4% higher in Thursday’s regular trading session at $47.94, while GameStop shares closed almost 0.4% higher at $191.38.","news_type":1},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152778706,"gmtCreate":1625361178705,"gmtModify":1703740671239,"author":{"id":"3586510836038332","authorId":"3586510836038332","name":"vng","avatar":"https://static.tigerbbs.com/2f6ee1363a675a706e1304a968eeb098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586510836038332","authorIdStr":"3586510836038332"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152778706","repostId":"1192257130","repostType":4,"repost":{"id":"1192257130","kind":"news","pubTimestamp":1625278632,"share":"https://ttm.financial/m/news/1192257130?lang=&edition=fundamental","pubTime":"2021-07-03 10:17","market":"us","language":"en","title":"Record S&P 500 Masks a Fear Trade That’s Gripping Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1192257130","media":"Bloomberg","summary":" -- Surveying the recent stretch of records for the S&P 500 Index, you’d be tempted to think that when it comes to markets, everything is awesome. Inflation fears have eased, economic indicators are strengthening and the Federal Reserve remains accommodative.Investors are taking risk off the table as the fast-spreading delta variant of the coronavirus causes fresh outbreaks in many parts of the world. Airline and cruise stocks are being dumped while there’s a renewed embrace of the stay-at-home ","content":"<p>(Bloomberg) -- Surveying the recent stretch of records for the S&amp;P 500 Index, you’d be tempted to think that when it comes to markets, everything is awesome. Inflation fears have eased, economic indicators are strengthening and the Federal Reserve remains accommodative.</p>\n<p>But look past the sunshine and lollipops, and you’ll find a growing sense of defensiveness.</p>\n<p>Investors are taking risk off the table as the fast-spreading delta variant of the coronavirus causes fresh outbreaks in many parts of the world. Airline and cruise stocks are being dumped while there’s a renewed embrace of the stay-at-home trade. Businesses’ hiring woes have increased concerns over rising wages, prompting a pivot toward pricing power. Sectors seen as hardy growers, like technology, are back on top.</p>\n<p>There are even indications that the S&amp;P 500’s 90% rally from the pandemic bottom could be due for a pause, since fewer stocks are participating in the latest leg up. This has helped put a halt to massive equity inflows and driven a sharp demand for government bonds.</p>\n<p>“What the market is starting to recognize is that all the good news cannot be good in every single way,” Daniel Skelly, head of market research and strategy at Morgan Stanley Wealth Management, said in an interview on Bloomberg TV and Radio. “There is a realization that earnings revisions are starting to plateau and roll over.”</p>\n<p>The S&amp;P 500 advanced for a fifth week in six, closing above 4,300 for the first time in history. The tech-heavy Nasdaq 100 Index outperformed, rounding out seven straight weekly gains, the longest streak since November 2019. Economically sensitive shares lagged and the Russell 2000 of smaller companies fell.</p>\n<p><img src=\"https://static.tigerbbs.com/f039ef9e06046454c646c0ac01b0ddcc\" tg-width=\"704\" tg-height=\"396\"></p>\n<p>The contrast between tech and small-caps is the latest example of investors quickly adjusting their positions in anticipation of stronger headwinds. In this playbook, safety is the name of the game.</p>\n<p>Exchange-traded funds focusing on U.S. stocks lost almost $6 billion in the week through Thursday, a departure from the first few months of the year, when they lured more than $200 billion of fresh money, data compiled by Bloomberg show. Meanwhile, demand for safe havens spurred the second-highest monthly inflows to the iShares 20+ Year Treasury Bond ETF (ticker TLT).</p>\n<p>Professional speculators also started to rein in risk. In the final days of June, hedge funds reduced their long positions while covering their shorts. Combined, their risk-off activity reached the highest level since late January, prime broker data compiled by Goldman Sachs Group Inc. show. Still, with net leverage sitting higher than 90% of the time over the past year, positioning is hardly bearish.</p>\n<p>While the list of worries is long, there is no shortage of reasons to stay invested. Growth may be peaking, but corporate earnings are still expected to expand through at least 2023. Fed policy makers have shown a hawkish tilt, yet say they’re a long way from raising interest rates.</p>\n<p>To Liz Ann Sonders, Charles Schwab Corp.’s chief investment strategist, the market outlook remains murky.</p>\n<p>“Did the pandemic pause the cycle that was in play in the economy and the market up until February last year, or did it end one cycle and start a new one?” Sonders said in an interview on Bloomberg TV. “We’ll start to get answers to that in the next few months when we move past the base effects in terms of economic data and inflation data.”</p>\n<p><img src=\"https://static.tigerbbs.com/a8b3bd8c8db283967ba952ee7f5317b6\" tg-width=\"704\" tg-height=\"396\"></p>\n<p>Investors are not waiting to find out. With inflation rising, companies seen as better equipped to pass on costs to customers without hurting their business are in vogue. Their stocks, as tracked by Goldman, last month beat a cohort with low pricing power by the most since March 2020, the start of this bull market.</p>\n<p>Meanwhile, brooding over a potential economic slowdown sparked a rotation back to growth stocks out of value, a style dominated by cyclical shares. The Russell 1000 Growth Index outperformed its value counterpart in June by the most in two decades.</p>\n<p>The reopening trade that’s frolicked since November’s vaccine rollout has been quieted as the delta variant spreads from Europe to Asia. A Goldman basket of stocks poised to benefit from a return to normal economic activity just suffered its worst month since last July relative to the stay-at-home basket.</p>\n<p>“People are really nervous about anything that could see a resurgence in cases or a return to some of the shutdowns,” said Chris Gaffney, president of world markets at TIAA Bank. “It’s just a reminder that this Covid is still out there and could raise its head again.”</p>","source":"lsy1584095487587","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>Record S&P 500 Masks a Fear Trade That’s Gripping Stock Market</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\">\nRecord S&P 500 Masks a Fear Trade That’s Gripping Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 10:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/record-p-500-masks-fear-201145291.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Surveying the recent stretch of records for the S&P 500 Index, you’d be tempted to think that when it comes to markets, everything is awesome. Inflation fears have eased, economic ...</p>\n\n<a href=\"https://finance.yahoo.com/news/record-p-500-masks-fear-201145291.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/record-p-500-masks-fear-201145291.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192257130","content_text":"(Bloomberg) -- Surveying the recent stretch of records for the S&P 500 Index, you’d be tempted to think that when it comes to markets, everything is awesome. Inflation fears have eased, economic indicators are strengthening and the Federal Reserve remains accommodative.\nBut look past the sunshine and lollipops, and you’ll find a growing sense of defensiveness.\nInvestors are taking risk off the table as the fast-spreading delta variant of the coronavirus causes fresh outbreaks in many parts of the world. Airline and cruise stocks are being dumped while there’s a renewed embrace of the stay-at-home trade. Businesses’ hiring woes have increased concerns over rising wages, prompting a pivot toward pricing power. Sectors seen as hardy growers, like technology, are back on top.\nThere are even indications that the S&P 500’s 90% rally from the pandemic bottom could be due for a pause, since fewer stocks are participating in the latest leg up. This has helped put a halt to massive equity inflows and driven a sharp demand for government bonds.\n“What the market is starting to recognize is that all the good news cannot be good in every single way,” Daniel Skelly, head of market research and strategy at Morgan Stanley Wealth Management, said in an interview on Bloomberg TV and Radio. “There is a realization that earnings revisions are starting to plateau and roll over.”\nThe S&P 500 advanced for a fifth week in six, closing above 4,300 for the first time in history. The tech-heavy Nasdaq 100 Index outperformed, rounding out seven straight weekly gains, the longest streak since November 2019. Economically sensitive shares lagged and the Russell 2000 of smaller companies fell.\n\nThe contrast between tech and small-caps is the latest example of investors quickly adjusting their positions in anticipation of stronger headwinds. In this playbook, safety is the name of the game.\nExchange-traded funds focusing on U.S. stocks lost almost $6 billion in the week through Thursday, a departure from the first few months of the year, when they lured more than $200 billion of fresh money, data compiled by Bloomberg show. Meanwhile, demand for safe havens spurred the second-highest monthly inflows to the iShares 20+ Year Treasury Bond ETF (ticker TLT).\nProfessional speculators also started to rein in risk. In the final days of June, hedge funds reduced their long positions while covering their shorts. Combined, their risk-off activity reached the highest level since late January, prime broker data compiled by Goldman Sachs Group Inc. show. Still, with net leverage sitting higher than 90% of the time over the past year, positioning is hardly bearish.\nWhile the list of worries is long, there is no shortage of reasons to stay invested. Growth may be peaking, but corporate earnings are still expected to expand through at least 2023. Fed policy makers have shown a hawkish tilt, yet say they’re a long way from raising interest rates.\nTo Liz Ann Sonders, Charles Schwab Corp.’s chief investment strategist, the market outlook remains murky.\n“Did the pandemic pause the cycle that was in play in the economy and the market up until February last year, or did it end one cycle and start a new one?” Sonders said in an interview on Bloomberg TV. “We’ll start to get answers to that in the next few months when we move past the base effects in terms of economic data and inflation data.”\n\nInvestors are not waiting to find out. With inflation rising, companies seen as better equipped to pass on costs to customers without hurting their business are in vogue. Their stocks, as tracked by Goldman, last month beat a cohort with low pricing power by the most since March 2020, the start of this bull market.\nMeanwhile, brooding over a potential economic slowdown sparked a rotation back to growth stocks out of value, a style dominated by cyclical shares. The Russell 1000 Growth Index outperformed its value counterpart in June by the most in two decades.\nThe reopening trade that’s frolicked since November’s vaccine rollout has been quieted as the delta variant spreads from Europe to Asia. A Goldman basket of stocks poised to benefit from a return to normal economic activity just suffered its worst month since last July relative to the stay-at-home basket.\n“People are really nervous about anything that could see a resurgence in cases or a return to some of the shutdowns,” said Chris Gaffney, president of world markets at TIAA Bank. “It’s just a reminder that this Covid is still out there and could raise its head again.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":883626869,"gmtCreate":1631238955251,"gmtModify":1676530505238,"author":{"id":"3586510836038332","authorId":"3586510836038332","name":"vng","avatar":"https://static.tigerbbs.com/2f6ee1363a675a706e1304a968eeb098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586510836038332","idStr":"3586510836038332"},"themes":[],"htmlText":"Noted. Thank you","listText":"Noted. Thank you","text":"Noted. Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883626869","repostId":"1119421769","repostType":2,"repost":{"id":"1119421769","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":1631231535,"share":"https://ttm.financial/m/news/1119421769?lang=&edition=fundamental","pubTime":"2021-09-10 07:52","market":"hk","language":"zh","title":"昨夜今晨：道指标普四连跌，莫德纳开发流感新冠二合一疫苗","url":"https://stock-news.laohu8.com/highlight/detail?id=1119421769","media":"老虎资讯综合","summary":"摘要：美股三大股指齐跌、投行警告声不绝于耳；热门中概股普跌，教育股、游戏股走低；比尔盖茨斥资22亿美元增持四季酒店股份；莫德纳宣布正研发二合一疫苗，可同时预防新冠和流感\n\n海外市场\n1、初请再创大流行","content":"<blockquote>\n 摘要：美股三大股指齐跌、投行警告声不绝于耳；热门中概股普跌，教育股、游戏股走低；比尔盖茨斥资22亿美元增持四季酒店股份；莫德纳宣布正研发二合一疫苗，可同时预防新冠和流感\n</blockquote>\n<p>海外市场</p>\n<p><b>1、初请再创大流行以来新低 美股却上演倒V反转录得4连阴</b></p>\n<p>美股创下连续第4天下跌，创下12周以来的最长连续跌势，投资者难以在仍很火爆的就业市场和急剧上升的新冠感染病例之间做出平衡。确诊病例激增削弱了经济增长的势头。美股三大股指早盘一度上扬，但随后很快转而下跌：道琼斯指数收盘下跌0.43%，标普500指数收盘下跌0.46%，纳斯达克综合指数收盘下跌0.25%。</p>\n<p><b>2、热门中概股周四收盘涨跌不一 虎牙跌超8%</b></p>\n<p>热门中概股周四收盘涨跌不一，虎牙跌超8%，此前虎牙旗下小鹿陪玩等7款陪玩软件被无限期下架。</p>\n<p>洋葱集团涨超12%，魔线涨超11%，比特矿业额涨近8%，开心汽车涨超7%。新能源汽车股中，理想汽车涨超1%，蔚来汽车涨近1%，小鹏汽车涨近0.3%。</p>\n<p><b>3、欧股收高银行股攀升</b></p>\n<p>欧元区股市周四从盘中低点反弹，银行股攀升。周四欧洲央行表示在未来一个季度只会略微减少其紧急债券购买量，符合预期。</p>\n<p>泛欧斯托克600指数收盘上涨0.50点，涨幅0.1%，报468.37点。</p>\n<p><b>4、中国干预让两大原油期货暴跌 中国首次动用国家石油储备</b></p>\n<p>中国周四宣布计划释放国家石油储备以减轻中国企业供需压力，以及美国每周原油产量低于预期，导致两大原油期货暴跌近2%。</p>\n<p>截至收盘，美国WTI原油10月期货下跌127美分，跌幅1.83%，报68.03美元/桶；布伦特11月期货下跌134美分，跌幅1.74%，报71.34美元/桶。</p>\n<p><b>5、4日以来首次收涨！美元回落提振黄金走强</b></p>\n<p>金价走强，受美元小幅回落提振，但市场再度押注美联储可能开始提早缩减经济支持措施，限制了金价涨势。此外，欧洲央行也放慢了购债步伐。</p>\n<p>美市尾盘，现货黄金收报1794.32美元/盎司，上涨5.23美元或0.29%，为4日以来首次收涨，盘中最低触及1783.75美元/盎司，最高触及1800.90美元/盎司。</p>\n<p>国际宏观</p>\n<p><b>1、欧洲央行放缓购债速度，拉加德：我们并不是缩减购债</b></p>\n<p>周四，欧洲央行公布利率决议，三大关键利率维持不变，与市场预期吻合。欧洲央行表示，维持紧急抗疫购债计划规模在1.85万亿欧元不变，并放缓第四季度PEPP购债速度，紧急抗疫购债计划将至少持续到2022年3月底，在2023年底之前，将继续对紧急抗疫购债计划的到期证券的本金进行再投资。</p>\n<p><b>2、美联储Kaplan：劳动力供需失衡状况或持续更久 并影响价格水平</b></p>\n<p>达拉斯联储行长Robert Kaplan周四表示，美国劳动力供需失衡状况或持续更久，并影响价格水平。</p>\n<p>Kaplan称：“这种劳动力供需失衡的状况将持续更长一段时间，所以我认为进入明年物价压力可能会有一些扩大。”</p>\n<p><b>3、芝加哥联储行长：美国经济仍面临疫情带来的挑战</b></p>\n<p>美国芝加哥联储行长Charles Evans表示。“在去年经济活动出现严重而急剧的下滑之后，我们看到了强劲的经济增长。然而，供应链和劳动力市场的普遍瓶颈证明了经济仍然面临挑战”。周四Evans在芝加哥联储主办的虚拟活动上致欢迎辞时表示：“未来依然存在高度不确定性，新冠病毒变异株正在影响美国的健康和安全”。</p>\n<p><b>4、美联储卡普兰和罗森格伦将卖出个股持股 以解决利益冲突问题</b></p>\n<p>达拉斯联储主席罗伯特-卡普兰和波士顿联储主席埃里克-罗森格伦周四表示，出于对2020年交易的道德担忧，他们将卖出所有的个股持股。</p>\n<p>这两位美联储官员在周四发布的声明中表示，他们将在9月30日之前出售所有股票，并将所得款项用于被动投资。在担任地区联储主席期间，两人都不会再买卖股票。</p>\n<p><b>5、研究：欧洲能源公司若不实现碳中和 将面临1350亿美元损失</b></p>\n<p>自世界各国提出“碳中和”口号之后，相当多公司需要加快转型。根据牛津大学最新研究，如果欧洲能源公司在2040年前不采取行动实现碳中和，它们可能将面临1350亿美元的潜在损失。</p>\n<p><b>6、EIA原油库存降幅不及预期，美国内原油产量降幅为有纪录以来最大</b></p>\n<p>周四，美国EIA公布的数据显示，截至9月3日当周美国除却战略储备的商业原油库存降幅不及预期，精炼油库存降幅不及预期，汽油库存降幅大超预期。EIA数据公布后美国原油价格短线小幅回落0.2美元。具体数据显示，美国截至9月3日当周EIA原油库存变动实际公布减少152.80万桶，预期减少475万桶，前值减少716.9万桶。</p>\n<p>市场观点</p>\n<p><b>1、高盛预计英国央行将推迟加息 受就业前景影响</b></p>\n<p>高盛集团表示，英国带薪休假计划结束时的情况将比英国央行预期更为混乱，料促使央行推迟加息。虽然投资者预计英国央行将在2022年5月份上调基准利率，并已经消化到2022年底累计加息28个基点的预期。但高盛经济学家预期，英国央行在2023年第三季度前不会上调利率。</p>\n<p><b>2、Pimco：欧央行未来数年可能继续购买资产 很长一段时间保持高度宽松</b></p>\n<p>太平洋投资管理公司投资组合经理Konstantin Veit认为，欧洲央行可能会在未来几年继续购买资产。</p>\n<p>Veit在声明中表示，欧洲央行应对疫情的紧急购债操作可能在2022年结束净买入状态，但随后会提高常规资产购买计划的购买量。</p>\n<p><b>3、散户化带来新挑战 平衡监管和保护成新课题</b></p>\n<p>前段时间，美国股市的“散户运动”引发了全球金融市场的广泛关注和讨论。伴随散户投资者的影响力在增加，平衡监管和对散户的保护成为交易所的“新课题”。这也成为本届世界交易所联合会重点交流探讨的话题之一。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2166319064\" target=\"_blank\"><b>比尔盖茨押注旅游业复苏 斥资22亿美元增持四季酒店股份</b></a></p>\n<p>自疫情爆发以来，全球酒店行业备受打击，疫情管控导致全球人口流动大幅减少。前世界首富比尔盖茨的家族投资办公室——瀑布投资（Cascade Investment LLC）以22亿美元购买沙特王子瓦利德•本•塔拉勒持有的四季酒店部分股份。此举表明比尔盖茨看好后疫情时代的旅游及酒店业复苏。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2166341501\" target=\"_blank\"><b>微软宣布无限期推迟美国员工重返办公室计划</b></a></p>\n<p>微软表示，由于新冠病毒继续在美国扩散，该公司将无限期推迟其位于华盛顿雷德蒙德的总部及其他美国办公室的重新开放。</p>\n<p>这一决定将影响到微软在美国的103000多名员工。该公司在8月初曾宣布了最新的10月4日重返办公室计划。微软表示，从9月开始，员工必须出示接种新冠疫苗的证明，才能进入该公司在美国的任何设施。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2166344676\" target=\"_blank\"><b>莫德纳宣布正研发二合一疫苗 可同时预防新冠和流感</b></a></p>\n<p>莫德纳表示，该公司正在研发一种二合一增强剂疫苗，可同时预防新冠肺炎和季节性流感。受此消息提振，莫德纳股价上涨明显，截止发稿，该公司股价涨7.68%。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2166476183\" target=\"_blank\"><b>报道称苹果任命软件高管Kevin Lynch接管汽车项目</b></a></p>\n<p>据报道，苹果公司任命了Apple Watch的软件开发负责人来接管该公司秘密汽车项目。此前该汽车项目的负责人Doug Field被福特汽车挖走。</p>\n<p>报道称，苹果公司已聘请Kevin Lynch来接管该公司高度保密的特殊项目业务，据称这其中包括该公司的秘密造车项目Project Titan。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2166349077\" target=\"_blank\"><b>报道称谷歌语音助手遭欧盟反垄断调查</b></a></p>\n<p>据媒体周四报道，Alphabet Inc旗下的谷歌正在接受欧盟反垄断监管机构的调查，调查该公司是否可能强迫设备制造商将Google Assistant用作安卓设备上的默认语音助手。</p>\n<p>欧盟委员会6月份曾表示，其对互联网连接设备的行业调查引起了广泛担忧，即与语音助手相关的某些排他性和捆绑做法，如智能设备生产商被阻止在设备上安装第二个语音助手。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2166347103\" target=\"_blank\"><b>Facebook推出299美元的雷朋Stories智能眼镜</b></a></p>\n<p>Facebook今天与知名太阳镜制造商雷朋共同发布了299美元的雷朋Stories智能眼镜，一共有20种风格组合，可与智能手机连接以执行基本任务。雷朋Stories智能眼镜内置两个500万像素的摄像头，可以从第一人称视角拍摄照片，还可通过语音命令拨打电话、播放音乐和分享照片。</p>\n<p><b>7、</b><a href=\"https://laohu8.com/NW/2166341015\" target=\"_blank\"><b>做短差？“木头姐”旗下基金卖出超1亿美元特斯拉</b></a></p>\n<p>截至9月9日的数据显示，“木头姐”Cathie Wood旗舰基金ARKK最新卖出特斯拉14.37万股，价值1.08亿美元；ARKW卖出特斯拉2.26万股，价值1704万美元；ARKQ卖出特斯拉7919股，价值597万美元。</p>\n<p>特斯拉近几个月股价表现相对强劲，本周三收涨0.13%，收于753.87美元，表现好于当日美股大盘，这一价格点位较5月中旬的低点最大反弹了约38%。分析称，“木头姐”小幅抛售特斯拉，是在逢高出货做波段交易。特斯拉仍然是其最重要持仓之一。</p>\n<p><b>8、</b><a href=\"https://laohu8.com/NW/2166341473\" target=\"_blank\"><b>iPhone“十三香”终于要来了 风暴中心的苹果离3万亿市值还有多远？</b></a></p>\n<p>苹果2021年秋季新品发布会已经确定在北京时间9月15日凌晨1点召开，本次活动预定在加利福尼亚州库比蒂诺Apple Park园区的史蒂夫乔布斯剧院举行，与去年一样，受新冠疫情影响，苹果公司的发布会将在网上进行直播。</p>\n<p><b>9、</b><a href=\"https://laohu8.com/NW/2166020341\" target=\"_blank\"><b>联想将把研发投入提高一倍至90亿美元 用于人工智能技术</b></a></p>\n<p>媒体援引对联想首席执行官杨元庆的采访称，联想将在未来三年安排约90亿美元用于扩大基于人工智能的解决方案服务。</p>\n<p>大部分资金将投向核心人工智能技术，还将致力于医疗保健、教育和零售行业。</p>\n<p><b>10、喜马拉雅申请撤回在美国的IPO计划</b></p>\n<p>据美国证券交易委员会文件：喜马拉雅申请撤回在美国的IPO计划，此前于2021年4月申请在美上市。$申请撤回在美国的IPO计划，此前于2021年4月申请在美上市。</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\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨：道指标普四连跌，莫德纳开发流感新冠二合一疫苗\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-10 07:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：美股三大股指齐跌、投行警告声不绝于耳；热门中概股普跌，教育股、游戏股走低；比尔盖茨斥资22亿美元增持四季酒店股份；莫德纳宣布正研发二合一疫苗，可同时预防新冠和流感\n</blockquote>\n<p>海外市场</p>\n<p><b>1、初请再创大流行以来新低 美股却上演倒V反转录得4连阴</b></p>\n<p>美股创下连续第4天下跌，创下12周以来的最长连续跌势，投资者难以在仍很火爆的就业市场和急剧上升的新冠感染病例之间做出平衡。确诊病例激增削弱了经济增长的势头。美股三大股指早盘一度上扬，但随后很快转而下跌：道琼斯指数收盘下跌0.43%，标普500指数收盘下跌0.46%，纳斯达克综合指数收盘下跌0.25%。</p>\n<p><b>2、热门中概股周四收盘涨跌不一 虎牙跌超8%</b></p>\n<p>热门中概股周四收盘涨跌不一，虎牙跌超8%，此前虎牙旗下小鹿陪玩等7款陪玩软件被无限期下架。</p>\n<p>洋葱集团涨超12%，魔线涨超11%，比特矿业额涨近8%，开心汽车涨超7%。新能源汽车股中，理想汽车涨超1%，蔚来汽车涨近1%，小鹏汽车涨近0.3%。</p>\n<p><b>3、欧股收高银行股攀升</b></p>\n<p>欧元区股市周四从盘中低点反弹，银行股攀升。周四欧洲央行表示在未来一个季度只会略微减少其紧急债券购买量，符合预期。</p>\n<p>泛欧斯托克600指数收盘上涨0.50点，涨幅0.1%，报468.37点。</p>\n<p><b>4、中国干预让两大原油期货暴跌 中国首次动用国家石油储备</b></p>\n<p>中国周四宣布计划释放国家石油储备以减轻中国企业供需压力，以及美国每周原油产量低于预期，导致两大原油期货暴跌近2%。</p>\n<p>截至收盘，美国WTI原油10月期货下跌127美分，跌幅1.83%，报68.03美元/桶；布伦特11月期货下跌134美分，跌幅1.74%，报71.34美元/桶。</p>\n<p><b>5、4日以来首次收涨！美元回落提振黄金走强</b></p>\n<p>金价走强，受美元小幅回落提振，但市场再度押注美联储可能开始提早缩减经济支持措施，限制了金价涨势。此外，欧洲央行也放慢了购债步伐。</p>\n<p>美市尾盘，现货黄金收报1794.32美元/盎司，上涨5.23美元或0.29%，为4日以来首次收涨，盘中最低触及1783.75美元/盎司，最高触及1800.90美元/盎司。</p>\n<p>国际宏观</p>\n<p><b>1、欧洲央行放缓购债速度，拉加德：我们并不是缩减购债</b></p>\n<p>周四，欧洲央行公布利率决议，三大关键利率维持不变，与市场预期吻合。欧洲央行表示，维持紧急抗疫购债计划规模在1.85万亿欧元不变，并放缓第四季度PEPP购债速度，紧急抗疫购债计划将至少持续到2022年3月底，在2023年底之前，将继续对紧急抗疫购债计划的到期证券的本金进行再投资。</p>\n<p><b>2、美联储Kaplan：劳动力供需失衡状况或持续更久 并影响价格水平</b></p>\n<p>达拉斯联储行长Robert Kaplan周四表示，美国劳动力供需失衡状况或持续更久，并影响价格水平。</p>\n<p>Kaplan称：“这种劳动力供需失衡的状况将持续更长一段时间，所以我认为进入明年物价压力可能会有一些扩大。”</p>\n<p><b>3、芝加哥联储行长：美国经济仍面临疫情带来的挑战</b></p>\n<p>美国芝加哥联储行长Charles Evans表示。“在去年经济活动出现严重而急剧的下滑之后，我们看到了强劲的经济增长。然而，供应链和劳动力市场的普遍瓶颈证明了经济仍然面临挑战”。周四Evans在芝加哥联储主办的虚拟活动上致欢迎辞时表示：“未来依然存在高度不确定性，新冠病毒变异株正在影响美国的健康和安全”。</p>\n<p><b>4、美联储卡普兰和罗森格伦将卖出个股持股 以解决利益冲突问题</b></p>\n<p>达拉斯联储主席罗伯特-卡普兰和波士顿联储主席埃里克-罗森格伦周四表示，出于对2020年交易的道德担忧，他们将卖出所有的个股持股。</p>\n<p>这两位美联储官员在周四发布的声明中表示，他们将在9月30日之前出售所有股票，并将所得款项用于被动投资。在担任地区联储主席期间，两人都不会再买卖股票。</p>\n<p><b>5、研究：欧洲能源公司若不实现碳中和 将面临1350亿美元损失</b></p>\n<p>自世界各国提出“碳中和”口号之后，相当多公司需要加快转型。根据牛津大学最新研究，如果欧洲能源公司在2040年前不采取行动实现碳中和，它们可能将面临1350亿美元的潜在损失。</p>\n<p><b>6、EIA原油库存降幅不及预期，美国内原油产量降幅为有纪录以来最大</b></p>\n<p>周四，美国EIA公布的数据显示，截至9月3日当周美国除却战略储备的商业原油库存降幅不及预期，精炼油库存降幅不及预期，汽油库存降幅大超预期。EIA数据公布后美国原油价格短线小幅回落0.2美元。具体数据显示，美国截至9月3日当周EIA原油库存变动实际公布减少152.80万桶，预期减少475万桶，前值减少716.9万桶。</p>\n<p>市场观点</p>\n<p><b>1、高盛预计英国央行将推迟加息 受就业前景影响</b></p>\n<p>高盛集团表示，英国带薪休假计划结束时的情况将比英国央行预期更为混乱，料促使央行推迟加息。虽然投资者预计英国央行将在2022年5月份上调基准利率，并已经消化到2022年底累计加息28个基点的预期。但高盛经济学家预期，英国央行在2023年第三季度前不会上调利率。</p>\n<p><b>2、Pimco：欧央行未来数年可能继续购买资产 很长一段时间保持高度宽松</b></p>\n<p>太平洋投资管理公司投资组合经理Konstantin Veit认为，欧洲央行可能会在未来几年继续购买资产。</p>\n<p>Veit在声明中表示，欧洲央行应对疫情的紧急购债操作可能在2022年结束净买入状态，但随后会提高常规资产购买计划的购买量。</p>\n<p><b>3、散户化带来新挑战 平衡监管和保护成新课题</b></p>\n<p>前段时间，美国股市的“散户运动”引发了全球金融市场的广泛关注和讨论。伴随散户投资者的影响力在增加，平衡监管和对散户的保护成为交易所的“新课题”。这也成为本届世界交易所联合会重点交流探讨的话题之一。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2166319064\" target=\"_blank\"><b>比尔盖茨押注旅游业复苏 斥资22亿美元增持四季酒店股份</b></a></p>\n<p>自疫情爆发以来，全球酒店行业备受打击，疫情管控导致全球人口流动大幅减少。前世界首富比尔盖茨的家族投资办公室——瀑布投资（Cascade Investment LLC）以22亿美元购买沙特王子瓦利德•本•塔拉勒持有的四季酒店部分股份。此举表明比尔盖茨看好后疫情时代的旅游及酒店业复苏。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2166341501\" target=\"_blank\"><b>微软宣布无限期推迟美国员工重返办公室计划</b></a></p>\n<p>微软表示，由于新冠病毒继续在美国扩散，该公司将无限期推迟其位于华盛顿雷德蒙德的总部及其他美国办公室的重新开放。</p>\n<p>这一决定将影响到微软在美国的103000多名员工。该公司在8月初曾宣布了最新的10月4日重返办公室计划。微软表示，从9月开始，员工必须出示接种新冠疫苗的证明，才能进入该公司在美国的任何设施。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2166344676\" target=\"_blank\"><b>莫德纳宣布正研发二合一疫苗 可同时预防新冠和流感</b></a></p>\n<p>莫德纳表示，该公司正在研发一种二合一增强剂疫苗，可同时预防新冠肺炎和季节性流感。受此消息提振，莫德纳股价上涨明显，截止发稿，该公司股价涨7.68%。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2166476183\" target=\"_blank\"><b>报道称苹果任命软件高管Kevin Lynch接管汽车项目</b></a></p>\n<p>据报道，苹果公司任命了Apple Watch的软件开发负责人来接管该公司秘密汽车项目。此前该汽车项目的负责人Doug Field被福特汽车挖走。</p>\n<p>报道称，苹果公司已聘请Kevin Lynch来接管该公司高度保密的特殊项目业务，据称这其中包括该公司的秘密造车项目Project Titan。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2166349077\" target=\"_blank\"><b>报道称谷歌语音助手遭欧盟反垄断调查</b></a></p>\n<p>据媒体周四报道，Alphabet Inc旗下的谷歌正在接受欧盟反垄断监管机构的调查，调查该公司是否可能强迫设备制造商将Google Assistant用作安卓设备上的默认语音助手。</p>\n<p>欧盟委员会6月份曾表示，其对互联网连接设备的行业调查引起了广泛担忧，即与语音助手相关的某些排他性和捆绑做法，如智能设备生产商被阻止在设备上安装第二个语音助手。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2166347103\" target=\"_blank\"><b>Facebook推出299美元的雷朋Stories智能眼镜</b></a></p>\n<p>Facebook今天与知名太阳镜制造商雷朋共同发布了299美元的雷朋Stories智能眼镜，一共有20种风格组合，可与智能手机连接以执行基本任务。雷朋Stories智能眼镜内置两个500万像素的摄像头，可以从第一人称视角拍摄照片，还可通过语音命令拨打电话、播放音乐和分享照片。</p>\n<p><b>7、</b><a href=\"https://laohu8.com/NW/2166341015\" target=\"_blank\"><b>做短差？“木头姐”旗下基金卖出超1亿美元特斯拉</b></a></p>\n<p>截至9月9日的数据显示，“木头姐”Cathie Wood旗舰基金ARKK最新卖出特斯拉14.37万股，价值1.08亿美元；ARKW卖出特斯拉2.26万股，价值1704万美元；ARKQ卖出特斯拉7919股，价值597万美元。</p>\n<p>特斯拉近几个月股价表现相对强劲，本周三收涨0.13%，收于753.87美元，表现好于当日美股大盘，这一价格点位较5月中旬的低点最大反弹了约38%。分析称，“木头姐”小幅抛售特斯拉，是在逢高出货做波段交易。特斯拉仍然是其最重要持仓之一。</p>\n<p><b>8、</b><a href=\"https://laohu8.com/NW/2166341473\" target=\"_blank\"><b>iPhone“十三香”终于要来了 风暴中心的苹果离3万亿市值还有多远？</b></a></p>\n<p>苹果2021年秋季新品发布会已经确定在北京时间9月15日凌晨1点召开，本次活动预定在加利福尼亚州库比蒂诺Apple Park园区的史蒂夫乔布斯剧院举行，与去年一样，受新冠疫情影响，苹果公司的发布会将在网上进行直播。</p>\n<p><b>9、</b><a href=\"https://laohu8.com/NW/2166020341\" target=\"_blank\"><b>联想将把研发投入提高一倍至90亿美元 用于人工智能技术</b></a></p>\n<p>媒体援引对联想首席执行官杨元庆的采访称，联想将在未来三年安排约90亿美元用于扩大基于人工智能的解决方案服务。</p>\n<p>大部分资金将投向核心人工智能技术，还将致力于医疗保健、教育和零售行业。</p>\n<p><b>10、喜马拉雅申请撤回在美国的IPO计划</b></p>\n<p>据美国证券交易委员会文件：喜马拉雅申请撤回在美国的IPO计划，此前于2021年4月申请在美上市。$申请撤回在美国的IPO计划，此前于2021年4月申请在美上市。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"DXD":"道指两倍做空ETF","DDM":"道指两倍做多ETF","SDOW":"道指三倍做空ETF-ProShares",".DJI":"道琼斯","DOG":"道指反向ETF",".IXIC":"NASDAQ Composite","DJX":"1/100道琼斯","UDOW":"道指三倍做多ETF-ProShares",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119421769","content_text":"摘要：美股三大股指齐跌、投行警告声不绝于耳；热门中概股普跌，教育股、游戏股走低；比尔盖茨斥资22亿美元增持四季酒店股份；莫德纳宣布正研发二合一疫苗，可同时预防新冠和流感\n\n海外市场\n1、初请再创大流行以来新低 美股却上演倒V反转录得4连阴\n美股创下连续第4天下跌，创下12周以来的最长连续跌势，投资者难以在仍很火爆的就业市场和急剧上升的新冠感染病例之间做出平衡。确诊病例激增削弱了经济增长的势头。美股三大股指早盘一度上扬，但随后很快转而下跌：道琼斯指数收盘下跌0.43%，标普500指数收盘下跌0.46%，纳斯达克综合指数收盘下跌0.25%。\n2、热门中概股周四收盘涨跌不一 虎牙跌超8%\n热门中概股周四收盘涨跌不一，虎牙跌超8%，此前虎牙旗下小鹿陪玩等7款陪玩软件被无限期下架。\n洋葱集团涨超12%，魔线涨超11%，比特矿业额涨近8%，开心汽车涨超7%。新能源汽车股中，理想汽车涨超1%，蔚来汽车涨近1%，小鹏汽车涨近0.3%。\n3、欧股收高银行股攀升\n欧元区股市周四从盘中低点反弹，银行股攀升。周四欧洲央行表示在未来一个季度只会略微减少其紧急债券购买量，符合预期。\n泛欧斯托克600指数收盘上涨0.50点，涨幅0.1%，报468.37点。\n4、中国干预让两大原油期货暴跌 中国首次动用国家石油储备\n中国周四宣布计划释放国家石油储备以减轻中国企业供需压力，以及美国每周原油产量低于预期，导致两大原油期货暴跌近2%。\n截至收盘，美国WTI原油10月期货下跌127美分，跌幅1.83%，报68.03美元/桶；布伦特11月期货下跌134美分，跌幅1.74%，报71.34美元/桶。\n5、4日以来首次收涨！美元回落提振黄金走强\n金价走强，受美元小幅回落提振，但市场再度押注美联储可能开始提早缩减经济支持措施，限制了金价涨势。此外，欧洲央行也放慢了购债步伐。\n美市尾盘，现货黄金收报1794.32美元/盎司，上涨5.23美元或0.29%，为4日以来首次收涨，盘中最低触及1783.75美元/盎司，最高触及1800.90美元/盎司。\n国际宏观\n1、欧洲央行放缓购债速度，拉加德：我们并不是缩减购债\n周四，欧洲央行公布利率决议，三大关键利率维持不变，与市场预期吻合。欧洲央行表示，维持紧急抗疫购债计划规模在1.85万亿欧元不变，并放缓第四季度PEPP购债速度，紧急抗疫购债计划将至少持续到2022年3月底，在2023年底之前，将继续对紧急抗疫购债计划的到期证券的本金进行再投资。\n2、美联储Kaplan：劳动力供需失衡状况或持续更久 并影响价格水平\n达拉斯联储行长Robert Kaplan周四表示，美国劳动力供需失衡状况或持续更久，并影响价格水平。\nKaplan称：“这种劳动力供需失衡的状况将持续更长一段时间，所以我认为进入明年物价压力可能会有一些扩大。”\n3、芝加哥联储行长：美国经济仍面临疫情带来的挑战\n美国芝加哥联储行长Charles Evans表示。“在去年经济活动出现严重而急剧的下滑之后，我们看到了强劲的经济增长。然而，供应链和劳动力市场的普遍瓶颈证明了经济仍然面临挑战”。周四Evans在芝加哥联储主办的虚拟活动上致欢迎辞时表示：“未来依然存在高度不确定性，新冠病毒变异株正在影响美国的健康和安全”。\n4、美联储卡普兰和罗森格伦将卖出个股持股 以解决利益冲突问题\n达拉斯联储主席罗伯特-卡普兰和波士顿联储主席埃里克-罗森格伦周四表示，出于对2020年交易的道德担忧，他们将卖出所有的个股持股。\n这两位美联储官员在周四发布的声明中表示，他们将在9月30日之前出售所有股票，并将所得款项用于被动投资。在担任地区联储主席期间，两人都不会再买卖股票。\n5、研究：欧洲能源公司若不实现碳中和 将面临1350亿美元损失\n自世界各国提出“碳中和”口号之后，相当多公司需要加快转型。根据牛津大学最新研究，如果欧洲能源公司在2040年前不采取行动实现碳中和，它们可能将面临1350亿美元的潜在损失。\n6、EIA原油库存降幅不及预期，美国内原油产量降幅为有纪录以来最大\n周四，美国EIA公布的数据显示，截至9月3日当周美国除却战略储备的商业原油库存降幅不及预期，精炼油库存降幅不及预期，汽油库存降幅大超预期。EIA数据公布后美国原油价格短线小幅回落0.2美元。具体数据显示，美国截至9月3日当周EIA原油库存变动实际公布减少152.80万桶，预期减少475万桶，前值减少716.9万桶。\n市场观点\n1、高盛预计英国央行将推迟加息 受就业前景影响\n高盛集团表示，英国带薪休假计划结束时的情况将比英国央行预期更为混乱，料促使央行推迟加息。虽然投资者预计英国央行将在2022年5月份上调基准利率，并已经消化到2022年底累计加息28个基点的预期。但高盛经济学家预期，英国央行在2023年第三季度前不会上调利率。\n2、Pimco：欧央行未来数年可能继续购买资产 很长一段时间保持高度宽松\n太平洋投资管理公司投资组合经理Konstantin Veit认为，欧洲央行可能会在未来几年继续购买资产。\nVeit在声明中表示，欧洲央行应对疫情的紧急购债操作可能在2022年结束净买入状态，但随后会提高常规资产购买计划的购买量。\n3、散户化带来新挑战 平衡监管和保护成新课题\n前段时间，美国股市的“散户运动”引发了全球金融市场的广泛关注和讨论。伴随散户投资者的影响力在增加，平衡监管和对散户的保护成为交易所的“新课题”。这也成为本届世界交易所联合会重点交流探讨的话题之一。\n公司新闻\n1、比尔盖茨押注旅游业复苏 斥资22亿美元增持四季酒店股份\n自疫情爆发以来，全球酒店行业备受打击，疫情管控导致全球人口流动大幅减少。前世界首富比尔盖茨的家族投资办公室——瀑布投资（Cascade Investment LLC）以22亿美元购买沙特王子瓦利德•本•塔拉勒持有的四季酒店部分股份。此举表明比尔盖茨看好后疫情时代的旅游及酒店业复苏。\n2、微软宣布无限期推迟美国员工重返办公室计划\n微软表示，由于新冠病毒继续在美国扩散，该公司将无限期推迟其位于华盛顿雷德蒙德的总部及其他美国办公室的重新开放。\n这一决定将影响到微软在美国的103000多名员工。该公司在8月初曾宣布了最新的10月4日重返办公室计划。微软表示，从9月开始，员工必须出示接种新冠疫苗的证明，才能进入该公司在美国的任何设施。\n3、莫德纳宣布正研发二合一疫苗 可同时预防新冠和流感\n莫德纳表示，该公司正在研发一种二合一增强剂疫苗，可同时预防新冠肺炎和季节性流感。受此消息提振，莫德纳股价上涨明显，截止发稿，该公司股价涨7.68%。\n4、报道称苹果任命软件高管Kevin Lynch接管汽车项目\n据报道，苹果公司任命了Apple Watch的软件开发负责人来接管该公司秘密汽车项目。此前该汽车项目的负责人Doug Field被福特汽车挖走。\n报道称，苹果公司已聘请Kevin Lynch来接管该公司高度保密的特殊项目业务，据称这其中包括该公司的秘密造车项目Project Titan。\n5、报道称谷歌语音助手遭欧盟反垄断调查\n据媒体周四报道，Alphabet Inc旗下的谷歌正在接受欧盟反垄断监管机构的调查，调查该公司是否可能强迫设备制造商将Google Assistant用作安卓设备上的默认语音助手。\n欧盟委员会6月份曾表示，其对互联网连接设备的行业调查引起了广泛担忧，即与语音助手相关的某些排他性和捆绑做法，如智能设备生产商被阻止在设备上安装第二个语音助手。\n6、Facebook推出299美元的雷朋Stories智能眼镜\nFacebook今天与知名太阳镜制造商雷朋共同发布了299美元的雷朋Stories智能眼镜，一共有20种风格组合，可与智能手机连接以执行基本任务。雷朋Stories智能眼镜内置两个500万像素的摄像头，可以从第一人称视角拍摄照片，还可通过语音命令拨打电话、播放音乐和分享照片。\n7、做短差？“木头姐”旗下基金卖出超1亿美元特斯拉\n截至9月9日的数据显示，“木头姐”Cathie Wood旗舰基金ARKK最新卖出特斯拉14.37万股，价值1.08亿美元；ARKW卖出特斯拉2.26万股，价值1704万美元；ARKQ卖出特斯拉7919股，价值597万美元。\n特斯拉近几个月股价表现相对强劲，本周三收涨0.13%，收于753.87美元，表现好于当日美股大盘，这一价格点位较5月中旬的低点最大反弹了约38%。分析称，“木头姐”小幅抛售特斯拉，是在逢高出货做波段交易。特斯拉仍然是其最重要持仓之一。\n8、iPhone“十三香”终于要来了 风暴中心的苹果离3万亿市值还有多远？\n苹果2021年秋季新品发布会已经确定在北京时间9月15日凌晨1点召开，本次活动预定在加利福尼亚州库比蒂诺Apple Park园区的史蒂夫乔布斯剧院举行，与去年一样，受新冠疫情影响，苹果公司的发布会将在网上进行直播。\n9、联想将把研发投入提高一倍至90亿美元 用于人工智能技术\n媒体援引对联想首席执行官杨元庆的采访称，联想将在未来三年安排约90亿美元用于扩大基于人工智能的解决方案服务。\n大部分资金将投向核心人工智能技术，还将致力于医疗保健、教育和零售行业。\n10、喜马拉雅申请撤回在美国的IPO计划\n据美国证券交易委员会文件：喜马拉雅申请撤回在美国的IPO计划，此前于2021年4月申请在美上市。$申请撤回在美国的IPO计划，此前于2021年4月申请在美上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141058412,"gmtCreate":1625827119836,"gmtModify":1703749353575,"author":{"id":"3586510836038332","authorId":"3586510836038332","name":"vng","avatar":"https://static.tigerbbs.com/2f6ee1363a675a706e1304a968eeb098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586510836038332","idStr":"3586510836038332"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/141058412","repostId":"1181179663","repostType":4,"repost":{"id":"1181179663","kind":"news","pubTimestamp":1625822664,"share":"https://ttm.financial/m/news/1181179663?lang=&edition=fundamental","pubTime":"2021-07-09 17:24","market":"us","language":"en","title":"Oil prices firm as U.S. inventories decline","url":"https://stock-news.laohu8.com/highlight/detail?id=1181179663","media":"Reuters","summary":"LONDON (Reuters) - Oil prices rose for a second day on Friday as data showed a draw in U.S. inventor","content":"<p>LONDON (Reuters) - Oil prices rose for a second day on Friday as data showed a draw in U.S. inventories, but were heading for a weekly loss amid uncertainty over global supplies after an OPEC+ impasse.</p>\n<p>Brent crude oil futures were up 60 cents, or 0.8%, at $74.72 a barrel by 0845 GMT. U.S. West Texas Intermediate futures were up 69 cents, or 1%, at $73.63.</p>\n<p>Prices on both sides of the Atlantic were on track for a weekly loss of nearly 2%, dragged down by the collapse of output talks between the Organization of the Petroleum Exporting Countries (OPEC) and allies including Russia, together known as OPEC+.</p>\n<p>U.S. crude and gasoline stocks fell and gasoline demand reached its highest since 2019, the U.S. Energy Information Administration said on Thursday, signalling increasing strength in the economy.</p>\n<p>“A bullish EIA stock report helped the oil market rebound into the black,” said Stephen Brennock of oil broker PVM.</p>\n<p>“Clearly, U.S. oil markets are tight. However ... the only way to prevent further losses is for the threat of an OPEC+ price war to be contained,” he added.</p>\n<p>Gains in oil prices were capped by worries that members of the OPEC+ group could be tempted to abandon output limits that they have followed during the COVID-19 pandemic, with talks breaking down because of an impasse between major producers Saudi Arabia and the United Arab Emirates.</p>\n<p>The two Gulf OPEC allies are at odds over a proposed deal that would have brought more oil to the market.</p>\n<p>Russia was trying to mediate in an effort to strike a deal to raise output, OPEC+ sources said on Wednesday. The United States had high level conversations with officials in Saudi Arabia and the UAE, the White House said on Tuesday.</p>\n<p>The global spread of the Delta coronavirus variant and worries it could stall a worldwide economic recovery also weighed on oil prices.</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>Oil prices firm as U.S. inventories decline</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\">\nOil prices firm as U.S. inventories decline\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-09 17:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/global-oil/update-3-oil-prices-firm-as-u-s-inventories-decline-idUSL2N2OL07F><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>LONDON (Reuters) - Oil prices rose for a second day on Friday as data showed a draw in U.S. inventories, but were heading for a weekly loss amid uncertainty over global supplies after an OPEC+ impasse...</p>\n\n<a href=\"https://www.reuters.com/article/global-oil/update-3-oil-prices-firm-as-u-s-inventories-decline-idUSL2N2OL07F\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XOM":"埃克森美孚"},"source_url":"https://www.reuters.com/article/global-oil/update-3-oil-prices-firm-as-u-s-inventories-decline-idUSL2N2OL07F","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181179663","content_text":"LONDON (Reuters) - Oil prices rose for a second day on Friday as data showed a draw in U.S. inventories, but were heading for a weekly loss amid uncertainty over global supplies after an OPEC+ impasse.\nBrent crude oil futures were up 60 cents, or 0.8%, at $74.72 a barrel by 0845 GMT. U.S. West Texas Intermediate futures were up 69 cents, or 1%, at $73.63.\nPrices on both sides of the Atlantic were on track for a weekly loss of nearly 2%, dragged down by the collapse of output talks between the Organization of the Petroleum Exporting Countries (OPEC) and allies including Russia, together known as OPEC+.\nU.S. crude and gasoline stocks fell and gasoline demand reached its highest since 2019, the U.S. Energy Information Administration said on Thursday, signalling increasing strength in the economy.\n“A bullish EIA stock report helped the oil market rebound into the black,” said Stephen Brennock of oil broker PVM.\n“Clearly, U.S. oil markets are tight. However ... the only way to prevent further losses is for the threat of an OPEC+ price war to be contained,” he added.\nGains in oil prices were capped by worries that members of the OPEC+ group could be tempted to abandon output limits that they have followed during the COVID-19 pandemic, with talks breaking down because of an impasse between major producers Saudi Arabia and the United Arab Emirates.\nThe two Gulf OPEC allies are at odds over a proposed deal that would have brought more oil to the market.\nRussia was trying to mediate in an effort to strike a deal to raise output, OPEC+ sources said on Wednesday. The United States had high level conversations with officials in Saudi Arabia and the UAE, the White House said on Tuesday.\nThe global spread of the Delta coronavirus variant and worries it could stall a worldwide economic recovery also weighed on oil prices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141053683,"gmtCreate":1625826912642,"gmtModify":1703749349969,"author":{"id":"3586510836038332","authorId":"3586510836038332","name":"vng","avatar":"https://static.tigerbbs.com/2f6ee1363a675a706e1304a968eeb098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586510836038332","idStr":"3586510836038332"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141053683","repostId":"1113072261","repostType":4,"repost":{"id":"1113072261","kind":"news","pubTimestamp":1625823554,"share":"https://ttm.financial/m/news/1113072261?lang=&edition=fundamental","pubTime":"2021-07-09 17:39","market":"us","language":"en","title":"GameStop Short Seller Melvin Capital Ended 2021 First-Half With 46% Loss: Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1113072261","media":"Benzinga","summary":"GameStop Corp. short seller Melvin Capital Management LP ended the first half of 2021 with a loss of","content":"<p><b>GameStop Corp.</b>&nbsp;short seller Melvin Capital Management LP ended the first half of 2021 with a loss of 46%, Bloomberg&nbsp;reported&nbsp;Thursday, citing people familiar with the matter.</p>\n<p><b>What Happened:</b>Founded in 2014 by Gabe Plotkin, a former portfolio manager for Steve Cohen, Melvin Capital was at the heart of the GameStop saga earlier this year.</p>\n<p>The hedge fund, which managed $11 billion in assets as of June 1, is taking smaller-sized positions to limit exposure to single companies, as per the report.</p>\n<p>Plotkin has reportedly instructed his team of data scientists to watch social media and message boards to look for shares that are seeing high support from retail investors.</p>\n<p><b>Why It Matters:</b>Melvin Capital’s first-half results indicate the hedge fund is struggling to rebound from thelossesit incurred from betting against GameStop&nbsp;and other stonks - stocks popular with retail investors.</p>\n<p>Melvin Capital said in May it has&nbsp;closed out&nbsp;of all its public bearish positions in the first quarter. This included its listed put options in GameStop.</p>\n<p>It was&nbsp;reported&nbsp;in June that London-based White Square Capital is shutting down after suffering huge losses during the retail trading frenzy earlier in the year. This marked one of the first hedge fund closures following the surge in shares of stonks.</p>\n<p>In early June,<b>AMC Entertainment Holdings Inc.</b>&nbsp;and GameStop short-seller losses swelled up to$12 billionon a year-to-date basis. Both the stocks continue to seehigh interestfrom retail investors.</p>\n<p><b>Price Action</b>: AMC Entertainment shares closed almost 6.4% higher in Thursday’s regular trading session at $47.94, while GameStop shares closed almost 0.4% higher at $191.38.</p>","source":"lsy1606299360108","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>GameStop Short Seller Melvin Capital Ended 2021 First-Half With 46% Loss: Report</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\">\nGameStop Short Seller Melvin Capital Ended 2021 First-Half With 46% Loss: Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-09 17:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/07/21909875/gamestop-short-seller-melvin-capital-ended-2021-first-half-with-46-loss-report><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GameStop Corp. short seller Melvin Capital Management LP ended the first half of 2021 with a loss of 46%, Bloomberg reported Thursday, citing people familiar with the matter.\nWhat Happened:Founded in ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/07/21909875/gamestop-short-seller-melvin-capital-ended-2021-first-half-with-46-loss-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线"},"source_url":"https://www.benzinga.com/news/21/07/21909875/gamestop-short-seller-melvin-capital-ended-2021-first-half-with-46-loss-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113072261","content_text":"GameStop Corp. short seller Melvin Capital Management LP ended the first half of 2021 with a loss of 46%, Bloomberg reported Thursday, citing people familiar with the matter.\nWhat Happened:Founded in 2014 by Gabe Plotkin, a former portfolio manager for Steve Cohen, Melvin Capital was at the heart of the GameStop saga earlier this year.\nThe hedge fund, which managed $11 billion in assets as of June 1, is taking smaller-sized positions to limit exposure to single companies, as per the report.\nPlotkin has reportedly instructed his team of data scientists to watch social media and message boards to look for shares that are seeing high support from retail investors.\nWhy It Matters:Melvin Capital’s first-half results indicate the hedge fund is struggling to rebound from thelossesit incurred from betting against GameStop and other stonks - stocks popular with retail investors.\nMelvin Capital said in May it has closed out of all its public bearish positions in the first quarter. This included its listed put options in GameStop.\nIt was reported in June that London-based White Square Capital is shutting down after suffering huge losses during the retail trading frenzy earlier in the year. This marked one of the first hedge fund closures following the surge in shares of stonks.\nIn early June,AMC Entertainment Holdings Inc. and GameStop short-seller losses swelled up to$12 billionon a year-to-date basis. Both the stocks continue to seehigh interestfrom retail investors.\nPrice Action: AMC Entertainment shares closed almost 6.4% higher in Thursday’s regular trading session at $47.94, while GameStop shares closed almost 0.4% higher at $191.38.","news_type":1},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141049345,"gmtCreate":1625827704187,"gmtModify":1703749362857,"author":{"id":"3586510836038332","authorId":"3586510836038332","name":"vng","avatar":"https://static.tigerbbs.com/2f6ee1363a675a706e1304a968eeb098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586510836038332","idStr":"3586510836038332"},"themes":[],"htmlText":"Thank you for informing","listText":"Thank you for informing","text":"Thank you for informing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141049345","repostId":"2150037500","repostType":4,"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152778706,"gmtCreate":1625361178705,"gmtModify":1703740671239,"author":{"id":"3586510836038332","authorId":"3586510836038332","name":"vng","avatar":"https://static.tigerbbs.com/2f6ee1363a675a706e1304a968eeb098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586510836038332","idStr":"3586510836038332"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152778706","repostId":"1192257130","repostType":4,"repost":{"id":"1192257130","kind":"news","pubTimestamp":1625278632,"share":"https://ttm.financial/m/news/1192257130?lang=&edition=fundamental","pubTime":"2021-07-03 10:17","market":"us","language":"en","title":"Record S&P 500 Masks a Fear Trade That’s Gripping Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1192257130","media":"Bloomberg","summary":" -- Surveying the recent stretch of records for the S&P 500 Index, you’d be tempted to think that when it comes to markets, everything is awesome. Inflation fears have eased, economic indicators are strengthening and the Federal Reserve remains accommodative.Investors are taking risk off the table as the fast-spreading delta variant of the coronavirus causes fresh outbreaks in many parts of the world. Airline and cruise stocks are being dumped while there’s a renewed embrace of the stay-at-home ","content":"<p>(Bloomberg) -- Surveying the recent stretch of records for the S&amp;P 500 Index, you’d be tempted to think that when it comes to markets, everything is awesome. Inflation fears have eased, economic indicators are strengthening and the Federal Reserve remains accommodative.</p>\n<p>But look past the sunshine and lollipops, and you’ll find a growing sense of defensiveness.</p>\n<p>Investors are taking risk off the table as the fast-spreading delta variant of the coronavirus causes fresh outbreaks in many parts of the world. Airline and cruise stocks are being dumped while there’s a renewed embrace of the stay-at-home trade. Businesses’ hiring woes have increased concerns over rising wages, prompting a pivot toward pricing power. Sectors seen as hardy growers, like technology, are back on top.</p>\n<p>There are even indications that the S&amp;P 500’s 90% rally from the pandemic bottom could be due for a pause, since fewer stocks are participating in the latest leg up. This has helped put a halt to massive equity inflows and driven a sharp demand for government bonds.</p>\n<p>“What the market is starting to recognize is that all the good news cannot be good in every single way,” Daniel Skelly, head of market research and strategy at Morgan Stanley Wealth Management, said in an interview on Bloomberg TV and Radio. “There is a realization that earnings revisions are starting to plateau and roll over.”</p>\n<p>The S&amp;P 500 advanced for a fifth week in six, closing above 4,300 for the first time in history. The tech-heavy Nasdaq 100 Index outperformed, rounding out seven straight weekly gains, the longest streak since November 2019. Economically sensitive shares lagged and the Russell 2000 of smaller companies fell.</p>\n<p><img src=\"https://static.tigerbbs.com/f039ef9e06046454c646c0ac01b0ddcc\" tg-width=\"704\" tg-height=\"396\"></p>\n<p>The contrast between tech and small-caps is the latest example of investors quickly adjusting their positions in anticipation of stronger headwinds. In this playbook, safety is the name of the game.</p>\n<p>Exchange-traded funds focusing on U.S. stocks lost almost $6 billion in the week through Thursday, a departure from the first few months of the year, when they lured more than $200 billion of fresh money, data compiled by Bloomberg show. Meanwhile, demand for safe havens spurred the second-highest monthly inflows to the iShares 20+ Year Treasury Bond ETF (ticker TLT).</p>\n<p>Professional speculators also started to rein in risk. In the final days of June, hedge funds reduced their long positions while covering their shorts. Combined, their risk-off activity reached the highest level since late January, prime broker data compiled by Goldman Sachs Group Inc. show. Still, with net leverage sitting higher than 90% of the time over the past year, positioning is hardly bearish.</p>\n<p>While the list of worries is long, there is no shortage of reasons to stay invested. Growth may be peaking, but corporate earnings are still expected to expand through at least 2023. Fed policy makers have shown a hawkish tilt, yet say they’re a long way from raising interest rates.</p>\n<p>To Liz Ann Sonders, Charles Schwab Corp.’s chief investment strategist, the market outlook remains murky.</p>\n<p>“Did the pandemic pause the cycle that was in play in the economy and the market up until February last year, or did it end one cycle and start a new one?” Sonders said in an interview on Bloomberg TV. “We’ll start to get answers to that in the next few months when we move past the base effects in terms of economic data and inflation data.”</p>\n<p><img src=\"https://static.tigerbbs.com/a8b3bd8c8db283967ba952ee7f5317b6\" tg-width=\"704\" tg-height=\"396\"></p>\n<p>Investors are not waiting to find out. With inflation rising, companies seen as better equipped to pass on costs to customers without hurting their business are in vogue. Their stocks, as tracked by Goldman, last month beat a cohort with low pricing power by the most since March 2020, the start of this bull market.</p>\n<p>Meanwhile, brooding over a potential economic slowdown sparked a rotation back to growth stocks out of value, a style dominated by cyclical shares. The Russell 1000 Growth Index outperformed its value counterpart in June by the most in two decades.</p>\n<p>The reopening trade that’s frolicked since November’s vaccine rollout has been quieted as the delta variant spreads from Europe to Asia. A Goldman basket of stocks poised to benefit from a return to normal economic activity just suffered its worst month since last July relative to the stay-at-home basket.</p>\n<p>“People are really nervous about anything that could see a resurgence in cases or a return to some of the shutdowns,” said Chris Gaffney, president of world markets at TIAA Bank. “It’s just a reminder that this Covid is still out there and could raise its head again.”</p>","source":"lsy1584095487587","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>Record S&P 500 Masks a Fear Trade That’s Gripping Stock Market</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\">\nRecord S&P 500 Masks a Fear Trade That’s Gripping Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 10:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/record-p-500-masks-fear-201145291.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Surveying the recent stretch of records for the S&P 500 Index, you’d be tempted to think that when it comes to markets, everything is awesome. Inflation fears have eased, economic ...</p>\n\n<a href=\"https://finance.yahoo.com/news/record-p-500-masks-fear-201145291.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/record-p-500-masks-fear-201145291.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192257130","content_text":"(Bloomberg) -- Surveying the recent stretch of records for the S&P 500 Index, you’d be tempted to think that when it comes to markets, everything is awesome. Inflation fears have eased, economic indicators are strengthening and the Federal Reserve remains accommodative.\nBut look past the sunshine and lollipops, and you’ll find a growing sense of defensiveness.\nInvestors are taking risk off the table as the fast-spreading delta variant of the coronavirus causes fresh outbreaks in many parts of the world. Airline and cruise stocks are being dumped while there’s a renewed embrace of the stay-at-home trade. Businesses’ hiring woes have increased concerns over rising wages, prompting a pivot toward pricing power. Sectors seen as hardy growers, like technology, are back on top.\nThere are even indications that the S&P 500’s 90% rally from the pandemic bottom could be due for a pause, since fewer stocks are participating in the latest leg up. This has helped put a halt to massive equity inflows and driven a sharp demand for government bonds.\n“What the market is starting to recognize is that all the good news cannot be good in every single way,” Daniel Skelly, head of market research and strategy at Morgan Stanley Wealth Management, said in an interview on Bloomberg TV and Radio. “There is a realization that earnings revisions are starting to plateau and roll over.”\nThe S&P 500 advanced for a fifth week in six, closing above 4,300 for the first time in history. The tech-heavy Nasdaq 100 Index outperformed, rounding out seven straight weekly gains, the longest streak since November 2019. Economically sensitive shares lagged and the Russell 2000 of smaller companies fell.\n\nThe contrast between tech and small-caps is the latest example of investors quickly adjusting their positions in anticipation of stronger headwinds. In this playbook, safety is the name of the game.\nExchange-traded funds focusing on U.S. stocks lost almost $6 billion in the week through Thursday, a departure from the first few months of the year, when they lured more than $200 billion of fresh money, data compiled by Bloomberg show. Meanwhile, demand for safe havens spurred the second-highest monthly inflows to the iShares 20+ Year Treasury Bond ETF (ticker TLT).\nProfessional speculators also started to rein in risk. In the final days of June, hedge funds reduced their long positions while covering their shorts. Combined, their risk-off activity reached the highest level since late January, prime broker data compiled by Goldman Sachs Group Inc. show. Still, with net leverage sitting higher than 90% of the time over the past year, positioning is hardly bearish.\nWhile the list of worries is long, there is no shortage of reasons to stay invested. Growth may be peaking, but corporate earnings are still expected to expand through at least 2023. Fed policy makers have shown a hawkish tilt, yet say they’re a long way from raising interest rates.\nTo Liz Ann Sonders, Charles Schwab Corp.’s chief investment strategist, the market outlook remains murky.\n“Did the pandemic pause the cycle that was in play in the economy and the market up until February last year, or did it end one cycle and start a new one?” Sonders said in an interview on Bloomberg TV. “We’ll start to get answers to that in the next few months when we move past the base effects in terms of economic data and inflation data.”\n\nInvestors are not waiting to find out. With inflation rising, companies seen as better equipped to pass on costs to customers without hurting their business are in vogue. Their stocks, as tracked by Goldman, last month beat a cohort with low pricing power by the most since March 2020, the start of this bull market.\nMeanwhile, brooding over a potential economic slowdown sparked a rotation back to growth stocks out of value, a style dominated by cyclical shares. The Russell 1000 Growth Index outperformed its value counterpart in June by the most in two decades.\nThe reopening trade that’s frolicked since November’s vaccine rollout has been quieted as the delta variant spreads from Europe to Asia. A Goldman basket of stocks poised to benefit from a return to normal economic activity just suffered its worst month since last July relative to the stay-at-home basket.\n“People are really nervous about anything that could see a resurgence in cases or a return to some of the shutdowns,” said Chris Gaffney, president of world markets at TIAA Bank. “It’s just a reminder that this Covid is still out there and could raise its head again.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141056912,"gmtCreate":1625827141136,"gmtModify":1703749354885,"author":{"id":"3586510836038332","authorId":"3586510836038332","name":"vng","avatar":"https://static.tigerbbs.com/2f6ee1363a675a706e1304a968eeb098","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586510836038332","idStr":"3586510836038332"},"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/141056912","repostId":"1181179663","repostType":4,"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}