VinHun personal page - To The Moon

VinHun

VinHun

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2022-08-02

$阿里巴巴(BABA)$🤣🤣🤣🤣🤣👍👍

2022-07-11

$丰田汽车(TM)$👍👍👍👍👍

2022-07-02

$丰田汽车(TM)$👍👍👍👍👍👍👍👍👍👍👍👍👍

2022-06-21

$丰田汽车(TM)$👍👍👍👍👍👍👍👍

2022-06-21

$特斯拉(TSLA)$👍👍👍👍🤑🤑🤑🤑🤑

2022-05-14

$可乐企业(CCEP)$😍😍😍😍😍

2022-05-14

$可口可乐(KO)$🤑🤑🤑🤑🤑🤑

2022-05-12

$丰田汽车(TM)$👍👍👍👍👍👍👍👍

2022-05-10

$可乐企业(CCEP)$👍👍👍👍👍👍👍👍👍

2022-05-10

$可乐企业(CCEP)$🤑🤑🤑🤑🤑🤑🤑🤑🤑

2022-05-10

👍👍👍👍👍👍👍

Sorry, the original content has been removed

2022-05-10

$丰田汽车(TM)$🤑🤑🤑🤑🤑🤑🤑🤑🤑

2022-05-04

$阿里巴巴(BABA)$🤑🤑🤑🤑🤑🤑🤑🤑

2022-04-27

$英特尔(INTC)$🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑

2022-04-25

$可乐企业(CCEP)$🤑🤑🤑🤑🤑🤑🤑

2022-04-25

😭😭😭😭😭😭😭😭😭

Sorry, the original content has been removed

2022-04-21

🤭🤭🤭🤭🤭🤭🤭🤭🤭🤭🤭

Sorry, the original content has been removed

2022-04-21

👍👍👍👍👍👍

Netflix plummeted, someone actually made $100,000 overnight, what can we learn

2022-04-20

$可乐企业(CCEP)$🤑🤑🤑🤑🤑🤑🤑

2022-04-20

$可乐企业(CCEP)$chong chong

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20:56","market":"us","language":"zh","title":"Netflix plummeted, someone actually made $100,000 overnight, what can we learn","url":"https://stock-news.laohu8.com/highlight/detail?id=1188997339","media":"格隆汇","summary":"亏到飞起，如之奈何？","content":"<p><html><head></head><body>Netflix suddenly told a ghost story.</p><p>Netflix fell nearly 40% last night and closed down 35% at $226.2. The turnover was US $30.2 billion, ranking first among all stocks. The total market value is only US $100.4 billion.<b>About $54.3 billion evaporated overnight, more than the combined market capitalization of the last seven companies in the S&P 500.</b></p><p>Other streaming media companies were also implicated by Netflix. Warner and Roku fell 6%, Paramount fell 8.6%, and Disney fell 5.6%. The Nasdaq index fell more than 1%, Google fell 1.5%, Amazon fell 2.6%, and Meta fell 7.8%.</p><p>Some people lose money, and of course some people make a lot of money.<b>Someone bought a Netflix put option last night, and at a cost of $2,000, he made $100,000 overnight. Friends who haven't caught up with this wave don't have to be impatient. The time has passed, and it's better to retreat and build a net than to envy the fish in Linyuan. Let's think about what we can learn from this ghost story told by Netflix.</b></p><p><i><b>01</b></i></p><p><b>A dream every ten years</b></p><p>After Netflix plummeted, two Wall Street analysts became angry:<b>One is Bill Ackerman, and the other is Michael Patchett.</b></p><p>Ackerman himself is actually very well-known. He is the founder of the hedge fund Pershing Square Capital. He was born as a legendary fund manager and dominated Wall Street. He once set the ambition of competing with Buffett and leading Pershing Square to catch up with Berkshire. Unfortunately, he suffered a big stumble on Netflix.</p><p>Pershing Square has three funds, and its positions as of the end of last year were mainly distributed in the consumer sector.</p><p>Among them, 30% is invested in audio and video media, such as UMG simulcast media and Universal Music; 26% invested in catering, such as Domino's Pizza and Chipo Mexican BBQ; 15% invest in home improvement retail, which is dominated by Lowe's Company. In addition, there are also layouts in real estate markets such as Howard Hughes, Fannie Mae and Freddie Mac, and hotel markets such as Hilton.</p><p><img src=\"https://static.tigerbbs.com/54e58488e3d4e818907f25cf41102581\" tg-width=\"935\" tg-height=\"878\" width=\"100%\" height=\"auto\"/></p><p>(Source: Financial Report)</p><p>Ackerman began buying Netflix on January 21 this year, the day Netflix plummeted 22% at the beginning of the year. A week later, Ackerman said in a letter to investors that he had bought 3.1 million Netflix shares within a few days.<b>Based on the stock price of around $400 at the time, it was worth about $1.24 billion.</b></p><p>Pershing Square manages a total of US $21.5 billion in funds, which means that Netflix accounts for more than 10% of its holdings. Therefore, Pershing Square ranks among the top 20 shareholders of Netflix in one fell swoop.</p><p>From then until the beginning of February, Netflix's stock price experienced a short-term rise of about 15%, once rising to $460. After that, there was more than two months of negative decline. Until after a 35% plunge yesterday, Ackerman immediately announced that he would withdraw from his investment in Netflix, and Pershing Square immediately cut its position in Netflix shares.</p><p>Two thunderstorms in a quarter,<b>Between coming and going, Ackerman and Pershing Square lost more than $400 million.</b>If nothing else, it should be the group of Netflix investors who suffered the most losses.</p><p>In the annual report released by Pershing Square at the end of March, Ackerman vowed, \"Netflix's current valuation is a big discount compared to its intrinsic value because of its good quality and extraordinary growth potential.\"</p><p>However, Netflix has nearly tripled in the three years since 2019. Ackerman only arrived late this year to bet on this \"king of streaming media\". It is inevitable that there is some suspicion of bargain hunting after the plunge, but unfortunately he copied it on the mountainside.</p><p><img src=\"https://static.tigerbbs.com/03282e32283f61434c5f144d9cbc067a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>Speculation is close to gambling, so naturally you are willing to admit defeat</b>。 Ackerman's failure is not surprising. He used to be a famous short seller on Wall Street, but he suffered a huge failure on Herbalife 18 years after founding Pershing Square, and then resolutely decided to give up shorting permanently.</p><p>Since the end of 2012, Ackerman has shorted more than 20 million shares of this nutritional supplement company, and finally announced that it would cut its position after five years of persistence, recording a loss of nearly $1 billion. At the end of 2012, Herbalife's stock price peaked at around $24, and in 2018 it rose to an all-time high of $60. In fact, a year later, Herbalife will fall to $20 again.</p><p>Under the siege of bulls such as Soros and Carl Icahn, the \"Wolf of Wall Street\", Wall Street staged a \"Kill Bill\" in those two years. This war was so exciting that it was filmed in documentaries and movies in Hollywood. Ackerman's failure at Herbalife can't be simply attributed to short-sightedness, but if it hadn't been for a high-profile public attack on Herbalife on TV programs, I'm afraid it wouldn't have fallen such a big stumble.</p><p>The failure at Herbalife seemed to have frightened the legendary hedge fund manager, so he only lasted for a quarter on Netflix and hurriedly withdrew to stop the bleeding.</p><p><img src=\"https://static.tigerbbs.com/15230ccb8312de66827ca4c644edd9d1\" tg-width=\"831\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/></p><p>Bill Ackerman (second from left)</p><p>In sharp contrast to Ackerman is another well-known Wall Street analyst:<b>Patchett of Wedbush Securities, Inc.</b></p><p>Patchett, 66, called Netflix \"shit\" as early as when it was still running the rental disc business. Netflix went public in 2002 and transformed into a streaming media service in 2007. Its stock price has risen 2,700% in the past decade.</p><p>During this period, Patchett always maintained his unwavering view of bearish Netflix. With this \"iron head skill\", he won a lot of fame on Wall Street. He even opened a channel on Twitch and became a UP owner, sharing his own research on companies such as Netflix.</p><p>Ten years later, Netflix's performance finally confirmed Patchett's judgment. Compared with Ackerman's attitude of sounding gold and withdrawing his troops after entering the market for a quarter, it can be regarded as a judgment.</p><p>Patchett is not unreasonable and mindless. He has always maintained a reasonable attitude when he is bearish on Netflix. Even when Netflix transformed into the online video field in 2007,<b>He also gave this company a \"buy rating\".</b></p><p>Patchett's bad mouth of Netflix has nothing to do with its business. On the contrary, he himself is very optimistic about the online video market. As early as 2011, it was predicted that traditional Hollywood studios would enter this market, and competition in the field of streaming media would become increasingly fierce.</p><p>That year, the annual box office in North America was $10.2 billion, while the streaming market didn't exceed $10 billion for the first time until 2017. This pretty bold-sounding prophecy wasn't finally confirmed until Disney announced the launch of a streaming service in 2019.</p><p><img src=\"https://static.tigerbbs.com/545ff1bf6d2aef341c7c5a790614c069\" tg-width=\"1080\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>Source: Film Institute of America</p><p>The prediction of Netflix will come true later. In 2012, Netflix's annual revenue was US $3.6 billion, and by 2021 it will be close to US $30 billion. Even with the rapid growth of the business, Patchett still believes that there is a bubble in Netflix's valuation:</p><p><b>Netflix's stock price has risen more than 500 times from its listing in 2002 to its high point last year.</b>It ranks among the top 10 stock price increases of all companies in U.S. history after they went public 18 years.</p><p>Since the beginning of this year, Netflix's stock price performance has finally confirmed Patchett's foresight.</p><p><i><b>02</b></i></p><p><b>The next decade</b></p><p>Since the beginning of the year, Netflix has fallen as much as 62%, of which it plummeted 21.8% on January 21, and fell 35% yesterday. Coupled with the subsequent decline in the market, the stock price is only US $223, returning to the level at the beginning of 2018, that is, I spit up all the dividends I have received since the epidemic for more than two years.</p><p>January 21 and April 20 coincide with the days when Netflix released its financial report for the fourth quarter of 2021 and its financial report for the first quarter of 2022. In fact, in the past nine fiscal quarters, Netflix fell sharply after releasing financial reports in eight of them. The reason is consistent with Patchett's view that the competition in streaming media is fierce.</p><p>Specifically, looking at Netflix's financial report released yesterday, revenue in the first quarter was US $7.87 billion, a year-on-year increase of 9.8%; Net profit was US $1.6 billion, a year-on-year decrease of 6%. It looks ok, the point is user growth data:<b>The net decrease of subscribers was 200,000, which was the first negative value since 2011.</b></p><p><img src=\"https://static.tigerbbs.com/3e8eb6aac48cf38c7be89411b90593c2\" tg-width=\"831\" tg-height=\"386\" referrerpolicy=\"no-referrer\"/></p><p>Source: Financial report</p><p>Netflix fell 22% on January 21 because the financial report predicted that the number of streaming media paying users would increase by 2.5 million in the first quarter, which was significantly lower than the 6.26 million increase expected by analysts. It can be said that the \"net decrease of 200,000\" made the whole market unexpected. It seems that yesterday's decline was moderate, and Netflix predicted in its financial report that,<b>Subscribers will continue to decrease by 2 million net in the second quarter.</b></p><p>In vertical comparison, Netflix also added 8.28 million subscription paying users in the fourth quarter of last year, an increase of 18.2 million throughout the year; In horizontal comparison, Disney + 's subscribers increased by 11.8 million in the first quarter of this year, surpassing Netflix's single-quarter growth record of 8.28 million. Coupled with ESPN + and Hulu, the platform as a whole added 17.4 million new subscribers; Paramount + also added more than 7 million new users in the fourth quarter of last year.</p><p><img src=\"https://static.tigerbbs.com/f33deb1f0708a9a54a13c2647a079800\" tg-width=\"831\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Source: Financial report</p><p>From these data, it seems that Netflix's growth has reached a bottleneck, so it seems reasonable for the stock price to plummet. Actually, this is not the case. This should be viewed from two aspects.</p><p><b>On the one hand, the reason why Netflix's stock price plummeted was that the bubble was too large.</b>Compared with internal operating factors, external monetary factors have a greater influence on the source of bubbles.</p><p>The steepest part of Netflix's stock price movement occurred from the end of 2019 to the end of 2020, which is consistent with the trend of the Nasdaq index due to the Fed's unbridled QE since the outbreak of the pandemic:</p><p>In 2020, the Federal Reserve purchased about 52% of new Treasury Bond, and the money supply formed to support fiscal expenditure accounted for 61% of the new M2 in the United States. At the end of last year, the money supply in the United States increased by 24.9% year-on-year, but the nominal GDP growth rate was only-2.3%, which shows that a large amount of money was absorbed by assets such as the stock market and real estate market.</p><p>The March inflation data disclosed by the United States last week showed that the CPI was as high as 8.5%, the highest level since 1981.<b>Inflation that is getting out of control forces the Fed to step up its pace of withdrawing water</b>, Powell hinted that a 50 basis point rate hike at the Fed's May policy meeting was a signal.</p><p>Under the expectation of water closing, U.S. stocks naturally fluctuated and uneasy. Technology stocks that have soared in the past few years took the lead in killing valuations. Coupled with Netflix's financial report, they became the first ball to pierce.</p><p><img src=\"https://static.tigerbbs.com/649b1b057590f044f6e615d1231f8891\" tg-width=\"831\" tg-height=\"460\" referrerpolicy=\"no-referrer\"/></p><p>On the other hand, this is the reason why Netflix's growth is not as good as other streaming competitors.</p><p><b>The advantages of traditional Hollywood studios in content are concentrated in the accumulation of IP.</b>For example, Disney has fixed three or four Marvel Comics movies \"New Year's Goods\", as well as popular classic series such as Star Wars, Avatar, Pirates of the Caribbean, Princess and Pixar animation.</p><p>In addition, Paramount also has classic IPs such as Star Trek, Transformers, Terminator and Mission Impossible; Warner's HBO Max has Marvel's DC series, \"The Matrix\", \"Harry Potter\", \"Game of Thrones\", \"The Big Bang Theory\" and snatched back from Netflix for more than 400 million US dollars. \"Friends\".</p><p>In contrast, Netflix seems to have insufficient financial resources, but IP has never been Netflix's strong point. Netflix has been able to dominate the streaming media market for so many years, taking another path, that is<b>\"Win by quantity, quality is king\"</b>。</p><p>In 2021, Netflix invested as much as $17 billion in content production, releasing more than 70 movies throughout the year. By contrast, Disney, the richest of traditional studios, has invested only $2 billion and plans to release only 23 movies. This reflects the difference in capital utilization efficiency:</p><p>The more valuable the IP is, the more time and financial resources, material resources and human resources need to be invested. The results of these resources do have a \"nuclear bomb\" effect when they are finally presented on the small screen, but there is bound to be a surplus in conversion efficiency.</p><p>Netflix's strategy seems to be more efficient: ensuring that fresh content is provided to the audience every week is undoubtedly a more attractive option, especially on the basis of ensuring quality-since 2018, Netflix has repeatedly broken the history of nominations and awards in terms of Emmy Awards in TV series and Academy Awards in film fields.</p><p><img src=\"https://static.tigerbbs.com/38a832a96ca306bb35461caad1a31631\" tg-width=\"830\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/></p><p>It can be concluded from the above analysis that,<b>Netflix is in the process of overall killing the valuation of the U.S. stock market, and the decline will continue to expand in the short term.</b>However, Netflix is still the king of streaming media before, and Disney is in a stage of rapid growth, but the different routes have enabled Netflix to still maintain market share.</p><p>Therefore, as long as Netflix finds new growth points, its business model will remain strong. This is also the reason why Patchett began to sing Donaiflix instead after the recent sharp drop.</p><p><i><b>03</b></i></p><p><b>epilogue</b></p><p>Investment is not gambling. Compared with the \"professionals\" who make a vote and run away, and lose a wave of losses, I trust the opinions of analysts who have studied a company for more than 10 years.</p><p>However, after so many years of rapid growth, finding new growth points is not easy said than said. Netflix's current attempts mainly have two directions:</p><p><b>The first is to tap the stock market.</b>Including the launch of a low-cost subscription model with advertisements, which is gaining popularity in the streaming media market; There is also an increase in the subscription price and a way to charge extra from the user's account sharing behavior. Netflix is currently testing this new feature.</p><p><b>The second is to open up the incremental market.</b>On the one hand, it is developing other businesses, such as exploring the field of video games. After announcing its entry into the game market in November last year, Netflix has launched five mobile games on the game platform.</p><p>On the other hand, we will continue to cultivate the unfully developed markets such as Asia-Pacific and Latin America. Not to mention China, Netflix has opened the Tokyo Metropolitan Animation Production Base in Japan in the past two years, and has produced many popular works in South Korea, Thailand, and the United Kingdom according to local tastes.</p><p>To put it bluntly, as long as Netflix can produce a \"Squid Game\" every once in a while, who dares to say that this is not a good company?</p><p></body></html></p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix plummeted, someone actually made $100,000 overnight, what can we learn</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix plummeted, someone actually made $100,000 overnight, what can we learn\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2022-04-21 20:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Netflix suddenly told a ghost story.</p><p>Netflix fell nearly 40% last night and closed down 35% at $226.2. The turnover was US $30.2 billion, ranking first among all stocks. The total market value is only US $100.4 billion.<b>About $54.3 billion evaporated overnight, more than the combined market capitalization of the last seven companies in the S&P 500.</b></p><p>Other streaming media companies were also implicated by Netflix. Warner and Roku fell 6%, Paramount fell 8.6%, and Disney fell 5.6%. The Nasdaq index fell more than 1%, Google fell 1.5%, Amazon fell 2.6%, and Meta fell 7.8%.</p><p>Some people lose money, and of course some people make a lot of money.<b>Someone bought a Netflix put option last night, and at a cost of $2,000, he made $100,000 overnight. Friends who haven't caught up with this wave don't have to be impatient. The time has passed, and it's better to retreat and build a net than to envy the fish in Linyuan. Let's think about what we can learn from this ghost story told by Netflix.</b></p><p><i><b>01</b></i></p><p><b>A dream every ten years</b></p><p>After Netflix plummeted, two Wall Street analysts became angry:<b>One is Bill Ackerman, and the other is Michael Patchett.</b></p><p>Ackerman himself is actually very well-known. He is the founder of the hedge fund Pershing Square Capital. He was born as a legendary fund manager and dominated Wall Street. He once set the ambition of competing with Buffett and leading Pershing Square to catch up with Berkshire. Unfortunately, he suffered a big stumble on Netflix.</p><p>Pershing Square has three funds, and its positions as of the end of last year were mainly distributed in the consumer sector.</p><p>Among them, 30% is invested in audio and video media, such as UMG simulcast media and Universal Music; 26% invested in catering, such as Domino's Pizza and Chipo Mexican BBQ; 15% invest in home improvement retail, which is dominated by Lowe's Company. In addition, there are also layouts in real estate markets such as Howard Hughes, Fannie Mae and Freddie Mac, and hotel markets such as Hilton.</p><p><img src=\"https://static.tigerbbs.com/54e58488e3d4e818907f25cf41102581\" tg-width=\"935\" tg-height=\"878\" width=\"100%\" height=\"auto\"/></p><p>(Source: Financial Report)</p><p>Ackerman began buying Netflix on January 21 this year, the day Netflix plummeted 22% at the beginning of the year. A week later, Ackerman said in a letter to investors that he had bought 3.1 million Netflix shares within a few days.<b>Based on the stock price of around $400 at the time, it was worth about $1.24 billion.</b></p><p>Pershing Square manages a total of US $21.5 billion in funds, which means that Netflix accounts for more than 10% of its holdings. Therefore, Pershing Square ranks among the top 20 shareholders of Netflix in one fell swoop.</p><p>From then until the beginning of February, Netflix's stock price experienced a short-term rise of about 15%, once rising to $460. After that, there was more than two months of negative decline. Until after a 35% plunge yesterday, Ackerman immediately announced that he would withdraw from his investment in Netflix, and Pershing Square immediately cut its position in Netflix shares.</p><p>Two thunderstorms in a quarter,<b>Between coming and going, Ackerman and Pershing Square lost more than $400 million.</b>If nothing else, it should be the group of Netflix investors who suffered the most losses.</p><p>In the annual report released by Pershing Square at the end of March, Ackerman vowed, \"Netflix's current valuation is a big discount compared to its intrinsic value because of its good quality and extraordinary growth potential.\"</p><p>However, Netflix has nearly tripled in the three years since 2019. Ackerman only arrived late this year to bet on this \"king of streaming media\". It is inevitable that there is some suspicion of bargain hunting after the plunge, but unfortunately he copied it on the mountainside.</p><p><img src=\"https://static.tigerbbs.com/03282e32283f61434c5f144d9cbc067a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>Speculation is close to gambling, so naturally you are willing to admit defeat</b>。 Ackerman's failure is not surprising. He used to be a famous short seller on Wall Street, but he suffered a huge failure on Herbalife 18 years after founding Pershing Square, and then resolutely decided to give up shorting permanently.</p><p>Since the end of 2012, Ackerman has shorted more than 20 million shares of this nutritional supplement company, and finally announced that it would cut its position after five years of persistence, recording a loss of nearly $1 billion. At the end of 2012, Herbalife's stock price peaked at around $24, and in 2018 it rose to an all-time high of $60. In fact, a year later, Herbalife will fall to $20 again.</p><p>Under the siege of bulls such as Soros and Carl Icahn, the \"Wolf of Wall Street\", Wall Street staged a \"Kill Bill\" in those two years. This war was so exciting that it was filmed in documentaries and movies in Hollywood. Ackerman's failure at Herbalife can't be simply attributed to short-sightedness, but if it hadn't been for a high-profile public attack on Herbalife on TV programs, I'm afraid it wouldn't have fallen such a big stumble.</p><p>The failure at Herbalife seemed to have frightened the legendary hedge fund manager, so he only lasted for a quarter on Netflix and hurriedly withdrew to stop the bleeding.</p><p><img src=\"https://static.tigerbbs.com/15230ccb8312de66827ca4c644edd9d1\" tg-width=\"831\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/></p><p>Bill Ackerman (second from left)</p><p>In sharp contrast to Ackerman is another well-known Wall Street analyst:<b>Patchett of Wedbush Securities, Inc.</b></p><p>Patchett, 66, called Netflix \"shit\" as early as when it was still running the rental disc business. Netflix went public in 2002 and transformed into a streaming media service in 2007. Its stock price has risen 2,700% in the past decade.</p><p>During this period, Patchett always maintained his unwavering view of bearish Netflix. With this \"iron head skill\", he won a lot of fame on Wall Street. He even opened a channel on Twitch and became a UP owner, sharing his own research on companies such as Netflix.</p><p>Ten years later, Netflix's performance finally confirmed Patchett's judgment. Compared with Ackerman's attitude of sounding gold and withdrawing his troops after entering the market for a quarter, it can be regarded as a judgment.</p><p>Patchett is not unreasonable and mindless. He has always maintained a reasonable attitude when he is bearish on Netflix. Even when Netflix transformed into the online video field in 2007,<b>He also gave this company a \"buy rating\".</b></p><p>Patchett's bad mouth of Netflix has nothing to do with its business. On the contrary, he himself is very optimistic about the online video market. As early as 2011, it was predicted that traditional Hollywood studios would enter this market, and competition in the field of streaming media would become increasingly fierce.</p><p>That year, the annual box office in North America was $10.2 billion, while the streaming market didn't exceed $10 billion for the first time until 2017. This pretty bold-sounding prophecy wasn't finally confirmed until Disney announced the launch of a streaming service in 2019.</p><p><img src=\"https://static.tigerbbs.com/545ff1bf6d2aef341c7c5a790614c069\" tg-width=\"1080\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>Source: Film Institute of America</p><p>The prediction of Netflix will come true later. In 2012, Netflix's annual revenue was US $3.6 billion, and by 2021 it will be close to US $30 billion. Even with the rapid growth of the business, Patchett still believes that there is a bubble in Netflix's valuation:</p><p><b>Netflix's stock price has risen more than 500 times from its listing in 2002 to its high point last year.</b>It ranks among the top 10 stock price increases of all companies in U.S. history after they went public 18 years.</p><p>Since the beginning of this year, Netflix's stock price performance has finally confirmed Patchett's foresight.</p><p><i><b>02</b></i></p><p><b>The next decade</b></p><p>Since the beginning of the year, Netflix has fallen as much as 62%, of which it plummeted 21.8% on January 21, and fell 35% yesterday. Coupled with the subsequent decline in the market, the stock price is only US $223, returning to the level at the beginning of 2018, that is, I spit up all the dividends I have received since the epidemic for more than two years.</p><p>January 21 and April 20 coincide with the days when Netflix released its financial report for the fourth quarter of 2021 and its financial report for the first quarter of 2022. In fact, in the past nine fiscal quarters, Netflix fell sharply after releasing financial reports in eight of them. The reason is consistent with Patchett's view that the competition in streaming media is fierce.</p><p>Specifically, looking at Netflix's financial report released yesterday, revenue in the first quarter was US $7.87 billion, a year-on-year increase of 9.8%; Net profit was US $1.6 billion, a year-on-year decrease of 6%. It looks ok, the point is user growth data:<b>The net decrease of subscribers was 200,000, which was the first negative value since 2011.</b></p><p><img src=\"https://static.tigerbbs.com/3e8eb6aac48cf38c7be89411b90593c2\" tg-width=\"831\" tg-height=\"386\" referrerpolicy=\"no-referrer\"/></p><p>Source: Financial report</p><p>Netflix fell 22% on January 21 because the financial report predicted that the number of streaming media paying users would increase by 2.5 million in the first quarter, which was significantly lower than the 6.26 million increase expected by analysts. It can be said that the \"net decrease of 200,000\" made the whole market unexpected. It seems that yesterday's decline was moderate, and Netflix predicted in its financial report that,<b>Subscribers will continue to decrease by 2 million net in the second quarter.</b></p><p>In vertical comparison, Netflix also added 8.28 million subscription paying users in the fourth quarter of last year, an increase of 18.2 million throughout the year; In horizontal comparison, Disney + 's subscribers increased by 11.8 million in the first quarter of this year, surpassing Netflix's single-quarter growth record of 8.28 million. Coupled with ESPN + and Hulu, the platform as a whole added 17.4 million new subscribers; Paramount + also added more than 7 million new users in the fourth quarter of last year.</p><p><img src=\"https://static.tigerbbs.com/f33deb1f0708a9a54a13c2647a079800\" tg-width=\"831\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Source: Financial report</p><p>From these data, it seems that Netflix's growth has reached a bottleneck, so it seems reasonable for the stock price to plummet. Actually, this is not the case. This should be viewed from two aspects.</p><p><b>On the one hand, the reason why Netflix's stock price plummeted was that the bubble was too large.</b>Compared with internal operating factors, external monetary factors have a greater influence on the source of bubbles.</p><p>The steepest part of Netflix's stock price movement occurred from the end of 2019 to the end of 2020, which is consistent with the trend of the Nasdaq index due to the Fed's unbridled QE since the outbreak of the pandemic:</p><p>In 2020, the Federal Reserve purchased about 52% of new Treasury Bond, and the money supply formed to support fiscal expenditure accounted for 61% of the new M2 in the United States. At the end of last year, the money supply in the United States increased by 24.9% year-on-year, but the nominal GDP growth rate was only-2.3%, which shows that a large amount of money was absorbed by assets such as the stock market and real estate market.</p><p>The March inflation data disclosed by the United States last week showed that the CPI was as high as 8.5%, the highest level since 1981.<b>Inflation that is getting out of control forces the Fed to step up its pace of withdrawing water</b>, Powell hinted that a 50 basis point rate hike at the Fed's May policy meeting was a signal.</p><p>Under the expectation of water closing, U.S. stocks naturally fluctuated and uneasy. Technology stocks that have soared in the past few years took the lead in killing valuations. Coupled with Netflix's financial report, they became the first ball to pierce.</p><p><img src=\"https://static.tigerbbs.com/649b1b057590f044f6e615d1231f8891\" tg-width=\"831\" tg-height=\"460\" referrerpolicy=\"no-referrer\"/></p><p>On the other hand, this is the reason why Netflix's growth is not as good as other streaming competitors.</p><p><b>The advantages of traditional Hollywood studios in content are concentrated in the accumulation of IP.</b>For example, Disney has fixed three or four Marvel Comics movies \"New Year's Goods\", as well as popular classic series such as Star Wars, Avatar, Pirates of the Caribbean, Princess and Pixar animation.</p><p>In addition, Paramount also has classic IPs such as Star Trek, Transformers, Terminator and Mission Impossible; Warner's HBO Max has Marvel's DC series, \"The Matrix\", \"Harry Potter\", \"Game of Thrones\", \"The Big Bang Theory\" and snatched back from Netflix for more than 400 million US dollars. \"Friends\".</p><p>In contrast, Netflix seems to have insufficient financial resources, but IP has never been Netflix's strong point. Netflix has been able to dominate the streaming media market for so many years, taking another path, that is<b>\"Win by quantity, quality is king\"</b>。</p><p>In 2021, Netflix invested as much as $17 billion in content production, releasing more than 70 movies throughout the year. By contrast, Disney, the richest of traditional studios, has invested only $2 billion and plans to release only 23 movies. This reflects the difference in capital utilization efficiency:</p><p>The more valuable the IP is, the more time and financial resources, material resources and human resources need to be invested. The results of these resources do have a \"nuclear bomb\" effect when they are finally presented on the small screen, but there is bound to be a surplus in conversion efficiency.</p><p>Netflix's strategy seems to be more efficient: ensuring that fresh content is provided to the audience every week is undoubtedly a more attractive option, especially on the basis of ensuring quality-since 2018, Netflix has repeatedly broken the history of nominations and awards in terms of Emmy Awards in TV series and Academy Awards in film fields.</p><p><img src=\"https://static.tigerbbs.com/38a832a96ca306bb35461caad1a31631\" tg-width=\"830\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/></p><p>It can be concluded from the above analysis that,<b>Netflix is in the process of overall killing the valuation of the U.S. stock market, and the decline will continue to expand in the short term.</b>However, Netflix is still the king of streaming media before, and Disney is in a stage of rapid growth, but the different routes have enabled Netflix to still maintain market share.</p><p>Therefore, as long as Netflix finds new growth points, its business model will remain strong. This is also the reason why Patchett began to sing Donaiflix instead after the recent sharp drop.</p><p><i><b>03</b></i></p><p><b>epilogue</b></p><p>Investment is not gambling. Compared with the \"professionals\" who make a vote and run away, and lose a wave of losses, I trust the opinions of analysts who have studied a company for more than 10 years.</p><p>However, after so many years of rapid growth, finding new growth points is not easy said than said. Netflix's current attempts mainly have two directions:</p><p><b>The first is to tap the stock market.</b>Including the launch of a low-cost subscription model with advertisements, which is gaining popularity in the streaming media market; There is also an increase in the subscription price and a way to charge extra from the user's account sharing behavior. Netflix is currently testing this new feature.</p><p><b>The second is to open up the incremental market.</b>On the one hand, it is developing other businesses, such as exploring the field of video games. After announcing its entry into the game market in November last year, Netflix has launched five mobile games on the game platform.</p><p>On the other hand, we will continue to cultivate the unfully developed markets such as Asia-Pacific and Latin America. Not to mention China, Netflix has opened the Tokyo Metropolitan Animation Production Base in Japan in the past two years, and has produced many popular works in South Korea, Thailand, and the United Kingdom according to local tastes.</p><p>To put it bluntly, as long as Netflix can produce a \"Squid Game\" every once in a while, who dares to say that this is not a good company?</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.gelonghui.com/p/522710\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2504f923ed712669cfb6da28ee56fea","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.gelonghui.com/p/522710","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1188997339","content_text":"奈飞突然就讲了个鬼故事。昨夜奈飞一度跌近40%，收跌35%，报226.2美元。成交额302亿美元，位列全部股票之首。总市值只余1004亿美元，一夜之间蒸发约543亿美元，超过标普500指数排名最后七家公司的市值总和。其他流媒体公司也受到奈飞牵连，华纳、Roku跌6%，派拉蒙跌8.6%，迪士尼跌5.6%。纳斯达克指数跌超1%，谷歌跌1.5%，亚马逊跌2.6%，Meta跌7.8%。有人亏到飞起，当然也有人赚翻。昨晚有人买了奈飞看跌期权，2000美元的成本，一夜之间赚了10万美元。没赶上这波的朋友也不用心急，时机已过，临渊羡鱼不如退而结网。不妨暂且想一想，在奈飞讲的这个鬼故事身上，我们能学到点什么。01十年一梦奈飞暴跌之后，华尔街两名分析师火了：一位叫做比尔·阿克曼，另一位是麦克·帕契特。阿克曼本身的知名度其实已经很高，他是对冲基金潘兴广场资本的创始人，以传奇基金经理出身在华尔街叱咤风云，曾立下比肩巴菲特、带领潘兴广场赶超伯克希尔的宏愿，可惜在奈飞上栽了大跟头。潘兴广场旗下有三只基金，截至去年年底为止的持仓主要分布在消费板块。其中，30%投资在音视频媒体，比如UMG联播传媒和环球音乐；26%投资餐饮，比如达美乐披萨和奇波墨西哥烧烤；15%投资以劳氏公司为主的家装零售，另外在霍华德·休斯、房利美和房地美等房地产市场，希尔顿等酒店经营市场也有布局。（来源：财报）阿克曼从今年1月21日开始买入奈飞，也就是奈飞年初那波暴跌22%当天。一周后，阿克曼在致投资者信中表示几天内购买了310万股奈飞股票。按当时400美元左右的股价计算，大约价值12.4亿美元。潘兴广场总共管理资金215亿美元，也即是说奈飞所占的持仓份额超过10%，潘兴广场因此一举位列奈飞前20大股东。从那之后直到2月初，奈飞股价经历了一波15%左右的短暂上涨，一度涨到460美元。之后就是两个多月的阴跌，直到昨天暴跌35%后，阿克曼立刻宣布将退出对奈飞的投资，潘兴广场随即砍仓奈飞股份。一个季度、两度暴雷，来去之间，阿克曼和潘兴广场损失了4亿多美元。不出意外的话，应当是奈飞投资者里损失最惨重的一批。在3月底潘兴广场发布的年度报告里，阿克曼信誓旦旦地表示，“奈飞目前的估值与它的内在价值相比存在很大折扣，因为它具有良好的质量和非凡的增长潜力。”然而奈飞已经从2019年开始的三年内翻了将近3倍，阿克曼今年才姗姗来迟押注这只“流媒体之王”，不免有些暴跌之后抄底的嫌疑，可惜抄在了山腰。投机近乎赌博，自然愿赌服输。阿克曼会出现这样的失败并不令人意外，他曾经是华尔街盛名在外的大空头，但在创办潘兴广场18年之后在康宝莱上遭遇了巨大失败，随后毅然决定永久放弃做空。从2012年底开始，阿克曼做空了这家营养补充剂公司超过2000万股，最终在坚持5年后宣布砍仓，录得损失将近10亿美元。2012年底，康宝莱的股价最高在24美元左右，2018年涨到历史最高的60美元。其实一年之后，康宝莱就会再次跌到20美元。在索罗斯和“华尔街之狼”卡尔·伊坎等多头的围攻下，华尔街那两年上演了一场《Kill Bill》，这场大战精彩到被好莱坞拍摄了纪录片和电影。阿克曼在康宝莱的失败不能简单地归结为短视，但如果不是高调在电视节目里公开攻击康宝莱，恐怕也不会栽这么大的跟头。在康宝莱的失败似乎令这位传奇对冲基金经理成了惊弓之鸟，因此在奈飞上只坚持了一个季度，便匆忙抽身止血。比尔·阿克曼（左二）和阿克曼形成鲜明对比的，是另一位华尔街知名分析师：韦德布什证券公司的帕契特。帕契特今年66岁，早在奈飞还在经营租赁光盘业务时就将其称为“狗屎”。奈飞2002年上市，2007年向流媒体服务转型，股价在过去十年间上涨了2700%。在此期间，帕契特始终维持看空奈飞的观点不动摇，凭这一手“铁头功”在华尔街赢得了不小的名气，甚至在Twitch开设频道当起了UP主，和水友们分享自己对奈飞等公司的研究。10年之后，奈飞的表现终于证实了帕契特的判断。与阿克曼入场一个季度便鸣金收兵的态度相比，算是高下立判。帕契特并非不讲道理的无脑黑，在看空奈飞始终保持着理中客的态度，甚至在奈飞2007年转型网络视频领域时，还曾对这家公司给出“买入评级”。帕契特对奈飞的唱衰与其业务无关，相反，他本人对网络视频市场十分看好。早在2011年，就预言传统好莱坞制片厂将进入这个市场，流媒体领域的竞争将日趋激烈。那一年，北美年度票房为102亿美元，而流媒体市场规模到2017年才首次超过100亿美元。这个听起来相当大胆的预言，直到2019年迪士尼宣布推出流媒体服务，才终于被证实。来源：美国电影协会对奈飞的预言成真则要来得更晚一些。2012年，奈飞的年度营收为36亿美元，到2021年已经接近300亿美元，即使业务突飞猛进增长，帕契特仍然认为奈飞的估值存在泡沫：从2002年上市到去年为止的高点，奈飞的股价上涨超过500倍，在美国历史上所有企业上市18年后的股价涨幅中排名前十。今年以来，奈飞的股价表现终于证实了帕契特的先见之明。02下个十年年初至今，奈飞的跌幅高达62%，其中1月21日暴跌21.8%，另外就是昨天跌了35%，再加上盘后续跌，股价只余223美元，回到了2018年初的水平，即把疫情两年多以来吃到的红利，全部吐了个干净。1月21日和4月20日，正好是奈飞发布2021年四季度财报和2022年一季度财报的日子。事实上在过去九个财季中，奈飞在其中八个财季发布财报后出现大跌。原因与帕契特的观点相符，即流媒体领域的竞争激烈所致。具体来看奈飞昨天发布的财报，一季度营收78.7亿美元，同比增长9.8%；净利润16亿美元，同比下降6%。看起来还好，重点是用户增长数据：订阅用户净减少20万，是2011年来首次为负值。来源：财报1月21日奈飞大跌22%，就是因为财报中预计一季度流媒体付费用户数将增加250万，大幅低于分析师预期的增加626万，可以说“净减少20万”令全市场始料未及。这么看来昨天的跌幅还算温和，并且奈飞在财报中预计，第二季度订阅用户将继续净减少200万。纵向对比，奈飞去年四季度还新增订阅付费用户828万，全年新增1820万；横向对比，Disney+今年一季度订阅用户增长1180万，超过奈飞创下的单季度增长828万记录。再加上ESPN+和Hulu，平台整体新增订阅用户 1740 万人；派拉蒙+去年四季度的新增用户也超过700万。来源：财报从这些数据中，似乎可以得出奈飞增长到了瓶颈的结论，那么股价暴跌也好像在情理之中。其实并非如此，这要从两方面来看。一方面，奈飞股价暴跌的原因是泡沫过大。而泡沫的来源相比于内部经营因素，外部的货币因素影响要更大。奈飞股价走势最陡峭的一段出现在2019年底到2020年底，这与纳斯达克指数的走势一致，原因是美联储自疫情爆发以来肆无忌惮的QE：2020年，美联储购买了约52%的新增国债，由此支持财政支出形成的货币供应量占美国新增M2的61%。去年末，美国货币供应量同比增长24.9%，名义GDP增速反而只有-2.3%，这表明大量货币被股市和房地产市场等资产吸收。上周美国披露的3月份通胀数据显示CPI高达8.5%，续创1981年以来最高水平。逐渐失控的通胀逼迫美联储不得不加紧收水步伐，鲍威尔暗示在美联储5月政策会议上加息50个基点就是信号。收水预期之下，美股自然震荡不安，过去几年大涨的科技股率先开始杀估值，加上奈飞财报炸雷，于是成了第一个刺破的皮球。另一方面，是奈飞增长不及其他流媒体竞争对手的原因。好莱坞传统制片厂们本身在内容方面的优势，集中体现在对IP的积累上。比如迪士尼固定三四部的漫威电影“年货”，以及星战、阿凡达，加勒比海盗、公主和皮克斯动画等脍炙人口的经典系列。此外，派拉蒙也有《星际迷航》、《变形金刚》、《终结者》和《碟中谍》等经典IP；华纳旗下HBO Max则有对标漫威的DC系列，和《黑客帝国》、《哈利波特》，以及《权游》、《生活大爆炸》和从奈飞手里花4亿多美元抢回来的《老友记》。相比之下，奈飞似乎家底不够看，不过IP一向不是奈飞的强项，奈飞能在这么多年里称霸流媒体市场，走的是另外一条路，即“以量取胜，以质为王”。2021年，Netflix在内容制作上的投入高达170亿美元，全年推出70多部电影。相比之下，传统制片厂里最财大气粗的迪士尼只投入了20亿美元，计划推出电影只有23部。这就体现出了资金利用效率的差别：越有价值的IP，越需要投入相应的时间和财力、物力与人力资源，这些资源的结果最后呈现在小屏幕上确实有“核弹”效果，但在转化效率上势必有些过剩。奈飞的策略看起来更有效率：保证每周都有新鲜的内容向观众提供，无疑是更有吸引力的选项，尤其是在保证质量的基础上——从2018年开始，奈飞在电视剧领域的艾美奖和电影领域的奥斯卡奖方面，屡次打破提名和获奖历史。从以上分析中可以得出结论，奈飞正处于美股整体杀估值进程中，短期之内跌幅仍将继续扩大。不过，奈飞仍然是以前那个流媒体之王，迪士尼们处于快速增长阶段，但路线不同导致奈飞仍然能够保持市场占有率。因此，只要奈飞找到新的增长点，它的商业模式就仍然坚挺。这也是在近期大跌后，帕契特反而开始唱多奈飞的原因。03结语投资不是赌博，相比赚一票就溜，亏一波赶紧跑的“专业人士”，我更信赖对一家公司研究10年以上的分析师的看法。不过，在已经高速增长这么多年后，找到新的增长点谈何容易。奈飞目前的尝试主要有两个方向：一是挖掘存量市场。包括推出有广告的低价订阅模式，这种做法正在流媒体市场流行开来；还有上调订阅价格，并想办法从用户的账号共享行为中额外收费，目前奈飞正在测试这项新功能。二是打开增量市场。一方面开展其他业务，比如在视频游戏领域的探索，去年11月宣布进军游戏市场后，奈飞目前已经在游戏平台上线了五款手游。另一方面是继续耕耘尚未完全开发的亚太和拉美等市场。中国就不说了，奈飞这两年在日本开设东京都动画制作基地，在韩国、泰国、英国都根据当地口味拍了不少受欢迎的作品。说白了，只要奈飞隔一段时间就能出一部《鱿鱼游戏》，谁敢说这不是一家好公司？","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086583852,"gmtCreate":1650470187362,"gmtModify":1676534731673,"author":{"id":"3586925956765276","authorId":"3586925956765276","name":"VinHun","avatar":"https://static.tigerbbs.com/991b02c8cc322df6d25106ac403eff95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586925956765276","idStr":"3586925956765276"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CCEP\">$可乐企业(CCEP)$</a>🤑🤑🤑🤑🤑🤑🤑","listText":"<a href=\"https://ttm.financial/S/CCEP\">$可乐企业(CCEP)$</a>🤑🤑🤑🤑🤑🤑🤑","text":"$可乐企业(CCEP)$🤑🤑🤑🤑🤑🤑🤑","images":[{"img":"https://community-static.tradeup.com/news/90ea35c036360f4ece822695e52c25a4","width":"1080","height":"2650"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086583852","isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9086583058,"gmtCreate":1650470132957,"gmtModify":1676534731664,"author":{"id":"3586925956765276","authorId":"3586925956765276","name":"VinHun","avatar":"https://static.tigerbbs.com/991b02c8cc322df6d25106ac403eff95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586925956765276","idStr":"3586925956765276"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CCEP\">$可乐企业(CCEP)$</a>chong chong","listText":"<a href=\"https://ttm.financial/S/CCEP\">$可乐企业(CCEP)$</a>chong chong","text":"$可乐企业(CCEP)$chong chong","images":[{"img":"https://community-static.tradeup.com/news/d08004be39e8d9c233006bb5c81d6184","width":"1080","height":"2650"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086583058","isVote":1,"tweetType":1,"viewCount":1265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":159203607,"gmtCreate":1624967565509,"gmtModify":1703848992385,"author":{"id":"3586925956765276","authorId":"3586925956765276","name":"VinHun","avatar":"https://static.tigerbbs.com/991b02c8cc322df6d25106ac403eff95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586925956765276","authorIdStr":"3586925956765276"},"themes":[],"htmlText":"Buy their share now..","listText":"Buy their share now..","text":"Buy their share now..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159203607","repostId":"1127686108","repostType":4,"repost":{"id":"1127686108","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"T-Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1624966560,"share":"https://ttm.financial/m/news/1127686108?lang=en_US&edition=fundamental","pubTime":"2021-06-29 19:36","market":"us","language":"en","title":"United Airlines confirms 270 Boeing and Airbus jet order","url":"https://stock-news.laohu8.com/highlight/detail?id=1127686108","media":"T-Reuters","summary":"June 29 (Reuters) - United Airlines(UAL.O)confirmed its largest ever order for Boeing(BA.N)and Airbu","content":"<p>June 29 (Reuters) - United Airlines(UAL.O)confirmed its largest ever order for Boeing(BA.N)and Airbus(AIR.PA)jetson Tuesday, lining up 270 planes worth more than $30 billion at list prices as the U.S. giant pursues post-pandemic domestic growth.</p>\n<p>The 200 Boeing 737 MAX and 70 Airbus A321neo jets will replace smaller mainline planes and at least 200 regional jets between 2022 and 2026, the Chicago-based airline said.</p>\n<p>United is the most exposed U.S. airline to international travel, which suffered heavily during the coronavirus pandemic and is rebounding more slowly than domestic travel.</p>\n<p>America's third largest airline by revenue will be able to boost the number of seats across its domestic network, which lags major rivals, by almost 30% and get better use out of hubs with the fleet shake-up.</p>\n<p>United Chief Executive Scott Kirby said it would \"accelerate our business to meet a resurgence in air travel\".</p>\n<p>The order, confirming a detailed breakdown reported by Reuters on Monday, includes 50 Boeing 737 MAX 8 and 150 MAX 10, accelerating a recovery for the MAX in the wake of a two-year safety crisis overlapping with a COVID-19 travel slump and marking what industry sources called a partial coup for Boeing.</p>\n<p>However, its victory over Airbus in the number of units sold was tempered by Europe's continued grip on a lucrative segment for the largest, long-range single-aisles like the A321neo.</p>\n<p>The MAX 10, which made its first flight this month, is the largest member of the MAX family and holds up to 230 seats.</p>\n<p>The Airbus A321neo is slightly larger and has more range, giving United extra capacity at constrained airports like Newark and San Francisco that play a key role in its growth plans.</p>\n<p>\"That's one of the primary reasons that the order includes both jet types,\" Chief Commercial Officer Andrew Nocella said.</p>\n<p>Boeing shares were up 0.9% in pre-market trading. In Europe, Airbus shares ticked 0.2% higher at mid-session.</p>\n<p><b>CONVERSION RIGHTS</b></p>\n<p>Combined with its current order book, United will receive 500 new, narrowbody aircraft including 40 in 2022 and 138 in 2023. It has flexibility on the remaining deliveries between 2024 and 2026 and the option to convert some of the MAX 10 orders to other variants, a spokesperson said.</p>\n<p>The new Boeing and Airbus jets will include new interiors as part of a sweeping cabin overhaul.</p>\n<p>United, which unlike major rivals did not retire aircraft during the pandemic despite having one of the oldest U.S. fleets, said it plans to fly the first MAX 8 with the new interior this summer and the MAX 10 and A321neo in early 2023.</p>\n<p>The order includes 25 737 MAX \"white tails\", or orders canceled by other buyers during a lengthy safety grounding.</p>\n<p>The airline, which received $10.5 billion in government aid during the pandemic, devoted a large part of its release to a pledge to create 25,000 unionized jobs as part of the purchase.</p>\n<p>With the transaction, United's use of 50-seat jets will fall to less than 10% of its domestic departures versus about one third currently, Nocella said.</p>\n<p>The order also serves to replace United's aging Boeing 757-200 fleet, though the airline has not yet decided on a replacement for its 757-300s, he told reporters.</p>\n<p>Boeing, which was required by regulators to add MAX simulator training for pilots of earlier 737 models after software problems contributed to fatal MAX crashes, said the United deal includes training simulator data packages.</p>\n<p>Airbus said a significant number of the newly-ordered A321neo jets would be assembled at its plant in Mobile, Alabama.</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>United Airlines confirms 270 Boeing and Airbus jet 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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nUnited Airlines confirms 270 Boeing and Airbus jet order\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">T-Reuters </p>\n<p class=\"h-time\">2021-06-29 19:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 29 (Reuters) - United Airlines(UAL.O)confirmed its largest ever order for Boeing(BA.N)and Airbus(AIR.PA)jetson Tuesday, lining up 270 planes worth more than $30 billion at list prices as the U.S. giant pursues post-pandemic domestic growth.</p>\n<p>The 200 Boeing 737 MAX and 70 Airbus A321neo jets will replace smaller mainline planes and at least 200 regional jets between 2022 and 2026, the Chicago-based airline said.</p>\n<p>United is the most exposed U.S. airline to international travel, which suffered heavily during the coronavirus pandemic and is rebounding more slowly than domestic travel.</p>\n<p>America's third largest airline by revenue will be able to boost the number of seats across its domestic network, which lags major rivals, by almost 30% and get better use out of hubs with the fleet shake-up.</p>\n<p>United Chief Executive Scott Kirby said it would \"accelerate our business to meet a resurgence in air travel\".</p>\n<p>The order, confirming a detailed breakdown reported by Reuters on Monday, includes 50 Boeing 737 MAX 8 and 150 MAX 10, accelerating a recovery for the MAX in the wake of a two-year safety crisis overlapping with a COVID-19 travel slump and marking what industry sources called a partial coup for Boeing.</p>\n<p>However, its victory over Airbus in the number of units sold was tempered by Europe's continued grip on a lucrative segment for the largest, long-range single-aisles like the A321neo.</p>\n<p>The MAX 10, which made its first flight this month, is the largest member of the MAX family and holds up to 230 seats.</p>\n<p>The Airbus A321neo is slightly larger and has more range, giving United extra capacity at constrained airports like Newark and San Francisco that play a key role in its growth plans.</p>\n<p>\"That's one of the primary reasons that the order includes both jet types,\" Chief Commercial Officer Andrew Nocella said.</p>\n<p>Boeing shares were up 0.9% in pre-market trading. In Europe, Airbus shares ticked 0.2% higher at mid-session.</p>\n<p><b>CONVERSION RIGHTS</b></p>\n<p>Combined with its current order book, United will receive 500 new, narrowbody aircraft including 40 in 2022 and 138 in 2023. It has flexibility on the remaining deliveries between 2024 and 2026 and the option to convert some of the MAX 10 orders to other variants, a spokesperson said.</p>\n<p>The new Boeing and Airbus jets will include new interiors as part of a sweeping cabin overhaul.</p>\n<p>United, which unlike major rivals did not retire aircraft during the pandemic despite having one of the oldest U.S. fleets, said it plans to fly the first MAX 8 with the new interior this summer and the MAX 10 and A321neo in early 2023.</p>\n<p>The order includes 25 737 MAX \"white tails\", or orders canceled by other buyers during a lengthy safety grounding.</p>\n<p>The airline, which received $10.5 billion in government aid during the pandemic, devoted a large part of its release to a pledge to create 25,000 unionized jobs as part of the purchase.</p>\n<p>With the transaction, United's use of 50-seat jets will fall to less than 10% of its domestic departures versus about one third currently, Nocella said.</p>\n<p>The order also serves to replace United's aging Boeing 757-200 fleet, though the airline has not yet decided on a replacement for its 757-300s, he told reporters.</p>\n<p>Boeing, which was required by regulators to add MAX simulator training for pilots of earlier 737 models after software problems contributed to fatal MAX crashes, said the United deal includes training simulator data packages.</p>\n<p>Airbus said a significant number of the newly-ordered A321neo jets would be assembled at its plant in Mobile, Alabama.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UAL":"联合大陆航空","BA":"波音"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127686108","content_text":"June 29 (Reuters) - United Airlines(UAL.O)confirmed its largest ever order for Boeing(BA.N)and Airbus(AIR.PA)jetson Tuesday, lining up 270 planes worth more than $30 billion at list prices as the U.S. giant pursues post-pandemic domestic growth.\nThe 200 Boeing 737 MAX and 70 Airbus A321neo jets will replace smaller mainline planes and at least 200 regional jets between 2022 and 2026, the Chicago-based airline said.\nUnited is the most exposed U.S. airline to international travel, which suffered heavily during the coronavirus pandemic and is rebounding more slowly than domestic travel.\nAmerica's third largest airline by revenue will be able to boost the number of seats across its domestic network, which lags major rivals, by almost 30% and get better use out of hubs with the fleet shake-up.\nUnited Chief Executive Scott Kirby said it would \"accelerate our business to meet a resurgence in air travel\".\nThe order, confirming a detailed breakdown reported by Reuters on Monday, includes 50 Boeing 737 MAX 8 and 150 MAX 10, accelerating a recovery for the MAX in the wake of a two-year safety crisis overlapping with a COVID-19 travel slump and marking what industry sources called a partial coup for Boeing.\nHowever, its victory over Airbus in the number of units sold was tempered by Europe's continued grip on a lucrative segment for the largest, long-range single-aisles like the A321neo.\nThe MAX 10, which made its first flight this month, is the largest member of the MAX family and holds up to 230 seats.\nThe Airbus A321neo is slightly larger and has more range, giving United extra capacity at constrained airports like Newark and San Francisco that play a key role in its growth plans.\n\"That's one of the primary reasons that the order includes both jet types,\" Chief Commercial Officer Andrew Nocella said.\nBoeing shares were up 0.9% in pre-market trading. In Europe, Airbus shares ticked 0.2% higher at mid-session.\nCONVERSION RIGHTS\nCombined with its current order book, United will receive 500 new, narrowbody aircraft including 40 in 2022 and 138 in 2023. It has flexibility on the remaining deliveries between 2024 and 2026 and the option to convert some of the MAX 10 orders to other variants, a spokesperson said.\nThe new Boeing and Airbus jets will include new interiors as part of a sweeping cabin overhaul.\nUnited, which unlike major rivals did not retire aircraft during the pandemic despite having one of the oldest U.S. fleets, said it plans to fly the first MAX 8 with the new interior this summer and the MAX 10 and A321neo in early 2023.\nThe order includes 25 737 MAX \"white tails\", or orders canceled by other buyers during a lengthy safety grounding.\nThe airline, which received $10.5 billion in government aid during the pandemic, devoted a large part of its release to a pledge to create 25,000 unionized jobs as part of the purchase.\nWith the transaction, United's use of 50-seat jets will fall to less than 10% of its domestic departures versus about one third currently, Nocella said.\nThe order also serves to replace United's aging Boeing 757-200 fleet, though the airline has not yet decided on a replacement for its 757-300s, he told reporters.\nBoeing, which was required by regulators to add MAX simulator training for pilots of earlier 737 models after software problems contributed to fatal MAX crashes, said the United deal includes training simulator data packages.\nAirbus said a significant number of the newly-ordered A321neo jets would be assembled at its plant in Mobile, Alabama.","news_type":1,"symbols_score_info":{"UAL":0.9,"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884629317,"gmtCreate":1631888022239,"gmtModify":1676530662787,"author":{"id":"3586925956765276","authorId":"3586925956765276","name":"VinHun","avatar":"https://static.tigerbbs.com/991b02c8cc322df6d25106ac403eff95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586925956765276","authorIdStr":"3586925956765276"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FUV\">$FUV 20210917 10.0 PUT(FUV)$</a>????","listText":"<a href=\"https://laohu8.com/S/FUV\">$FUV 20210917 10.0 PUT(FUV)$</a>????","text":"$FUV 20210917 10.0 PUT(FUV)$????","images":[{"img":"https://static.tigerbbs.com/fbc7a46343b7ce762af45fb33f55404c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/884629317","isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":891093056,"gmtCreate":1628304840975,"gmtModify":1703504845462,"author":{"id":"3586925956765276","authorId":"3586925956765276","name":"VinHun","avatar":"https://static.tigerbbs.com/991b02c8cc322df6d25106ac403eff95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586925956765276","authorIdStr":"3586925956765276"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FSLR\">$First Solar(FSLR)$</a>???look like wrong timing dy","listText":"<a href=\"https://laohu8.com/S/FSLR\">$First Solar(FSLR)$</a>???look like wrong timing dy","text":"$First Solar(FSLR)$???look like wrong timing dy","images":[{"img":"https://static.tigerbbs.com/ab0d249e9e1cab448a4bf8fc7ac5e066","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/891093056","isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":899898377,"gmtCreate":1628172275699,"gmtModify":1703502550707,"author":{"id":"3586925956765276","authorId":"3586925956765276","name":"VinHun","avatar":"https://static.tigerbbs.com/991b02c8cc322df6d25106ac403eff95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586925956765276","authorIdStr":"3586925956765276"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>ya....finally up a bit...","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>ya....finally up a bit...","text":"$SoFi Technologies Inc.(SOFI)$ya....finally up a bit...","images":[{"img":"https://static.tigerbbs.com/978c1fceda5123a9808463286a8c130e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/899898377","isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":159206184,"gmtCreate":1624967704248,"gmtModify":1703848995802,"author":{"id":"3586925956765276","authorId":"3586925956765276","name":"VinHun","avatar":"https://static.tigerbbs.com/991b02c8cc322df6d25106ac403eff95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586925956765276","authorIdStr":"3586925956765276"},"themes":[],"htmlText":"Still can buy","listText":"Still can buy","text":"Still can buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159206184","repostId":"1127686108","repostType":4,"repost":{"id":"1127686108","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"T-Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1624966560,"share":"https://ttm.financial/m/news/1127686108?lang=en_US&edition=fundamental","pubTime":"2021-06-29 19:36","market":"us","language":"en","title":"United Airlines confirms 270 Boeing and Airbus jet order","url":"https://stock-news.laohu8.com/highlight/detail?id=1127686108","media":"T-Reuters","summary":"June 29 (Reuters) - United Airlines(UAL.O)confirmed its largest ever order for Boeing(BA.N)and Airbu","content":"<p>June 29 (Reuters) - United Airlines(UAL.O)confirmed its largest ever order for Boeing(BA.N)and Airbus(AIR.PA)jetson Tuesday, lining up 270 planes worth more than $30 billion at list prices as the U.S. giant pursues post-pandemic domestic growth.</p>\n<p>The 200 Boeing 737 MAX and 70 Airbus A321neo jets will replace smaller mainline planes and at least 200 regional jets between 2022 and 2026, the Chicago-based airline said.</p>\n<p>United is the most exposed U.S. airline to international travel, which suffered heavily during the coronavirus pandemic and is rebounding more slowly than domestic travel.</p>\n<p>America's third largest airline by revenue will be able to boost the number of seats across its domestic network, which lags major rivals, by almost 30% and get better use out of hubs with the fleet shake-up.</p>\n<p>United Chief Executive Scott Kirby said it would \"accelerate our business to meet a resurgence in air travel\".</p>\n<p>The order, confirming a detailed breakdown reported by Reuters on Monday, includes 50 Boeing 737 MAX 8 and 150 MAX 10, accelerating a recovery for the MAX in the wake of a two-year safety crisis overlapping with a COVID-19 travel slump and marking what industry sources called a partial coup for Boeing.</p>\n<p>However, its victory over Airbus in the number of units sold was tempered by Europe's continued grip on a lucrative segment for the largest, long-range single-aisles like the A321neo.</p>\n<p>The MAX 10, which made its first flight this month, is the largest member of the MAX family and holds up to 230 seats.</p>\n<p>The Airbus A321neo is slightly larger and has more range, giving United extra capacity at constrained airports like Newark and San Francisco that play a key role in its growth plans.</p>\n<p>\"That's one of the primary reasons that the order includes both jet types,\" Chief Commercial Officer Andrew Nocella said.</p>\n<p>Boeing shares were up 0.9% in pre-market trading. In Europe, Airbus shares ticked 0.2% higher at mid-session.</p>\n<p><b>CONVERSION RIGHTS</b></p>\n<p>Combined with its current order book, United will receive 500 new, narrowbody aircraft including 40 in 2022 and 138 in 2023. It has flexibility on the remaining deliveries between 2024 and 2026 and the option to convert some of the MAX 10 orders to other variants, a spokesperson said.</p>\n<p>The new Boeing and Airbus jets will include new interiors as part of a sweeping cabin overhaul.</p>\n<p>United, which unlike major rivals did not retire aircraft during the pandemic despite having one of the oldest U.S. fleets, said it plans to fly the first MAX 8 with the new interior this summer and the MAX 10 and A321neo in early 2023.</p>\n<p>The order includes 25 737 MAX \"white tails\", or orders canceled by other buyers during a lengthy safety grounding.</p>\n<p>The airline, which received $10.5 billion in government aid during the pandemic, devoted a large part of its release to a pledge to create 25,000 unionized jobs as part of the purchase.</p>\n<p>With the transaction, United's use of 50-seat jets will fall to less than 10% of its domestic departures versus about one third currently, Nocella said.</p>\n<p>The order also serves to replace United's aging Boeing 757-200 fleet, though the airline has not yet decided on a replacement for its 757-300s, he told reporters.</p>\n<p>Boeing, which was required by regulators to add MAX simulator training for pilots of earlier 737 models after software problems contributed to fatal MAX crashes, said the United deal includes training simulator data packages.</p>\n<p>Airbus said a significant number of the newly-ordered A321neo jets would be assembled at its plant in Mobile, Alabama.</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>United Airlines confirms 270 Boeing and Airbus jet 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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nUnited Airlines confirms 270 Boeing and Airbus jet order\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">T-Reuters </p>\n<p class=\"h-time\">2021-06-29 19:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 29 (Reuters) - United Airlines(UAL.O)confirmed its largest ever order for Boeing(BA.N)and Airbus(AIR.PA)jetson Tuesday, lining up 270 planes worth more than $30 billion at list prices as the U.S. giant pursues post-pandemic domestic growth.</p>\n<p>The 200 Boeing 737 MAX and 70 Airbus A321neo jets will replace smaller mainline planes and at least 200 regional jets between 2022 and 2026, the Chicago-based airline said.</p>\n<p>United is the most exposed U.S. airline to international travel, which suffered heavily during the coronavirus pandemic and is rebounding more slowly than domestic travel.</p>\n<p>America's third largest airline by revenue will be able to boost the number of seats across its domestic network, which lags major rivals, by almost 30% and get better use out of hubs with the fleet shake-up.</p>\n<p>United Chief Executive Scott Kirby said it would \"accelerate our business to meet a resurgence in air travel\".</p>\n<p>The order, confirming a detailed breakdown reported by Reuters on Monday, includes 50 Boeing 737 MAX 8 and 150 MAX 10, accelerating a recovery for the MAX in the wake of a two-year safety crisis overlapping with a COVID-19 travel slump and marking what industry sources called a partial coup for Boeing.</p>\n<p>However, its victory over Airbus in the number of units sold was tempered by Europe's continued grip on a lucrative segment for the largest, long-range single-aisles like the A321neo.</p>\n<p>The MAX 10, which made its first flight this month, is the largest member of the MAX family and holds up to 230 seats.</p>\n<p>The Airbus A321neo is slightly larger and has more range, giving United extra capacity at constrained airports like Newark and San Francisco that play a key role in its growth plans.</p>\n<p>\"That's one of the primary reasons that the order includes both jet types,\" Chief Commercial Officer Andrew Nocella said.</p>\n<p>Boeing shares were up 0.9% in pre-market trading. In Europe, Airbus shares ticked 0.2% higher at mid-session.</p>\n<p><b>CONVERSION RIGHTS</b></p>\n<p>Combined with its current order book, United will receive 500 new, narrowbody aircraft including 40 in 2022 and 138 in 2023. It has flexibility on the remaining deliveries between 2024 and 2026 and the option to convert some of the MAX 10 orders to other variants, a spokesperson said.</p>\n<p>The new Boeing and Airbus jets will include new interiors as part of a sweeping cabin overhaul.</p>\n<p>United, which unlike major rivals did not retire aircraft during the pandemic despite having one of the oldest U.S. fleets, said it plans to fly the first MAX 8 with the new interior this summer and the MAX 10 and A321neo in early 2023.</p>\n<p>The order includes 25 737 MAX \"white tails\", or orders canceled by other buyers during a lengthy safety grounding.</p>\n<p>The airline, which received $10.5 billion in government aid during the pandemic, devoted a large part of its release to a pledge to create 25,000 unionized jobs as part of the purchase.</p>\n<p>With the transaction, United's use of 50-seat jets will fall to less than 10% of its domestic departures versus about one third currently, Nocella said.</p>\n<p>The order also serves to replace United's aging Boeing 757-200 fleet, though the airline has not yet decided on a replacement for its 757-300s, he told reporters.</p>\n<p>Boeing, which was required by regulators to add MAX simulator training for pilots of earlier 737 models after software problems contributed to fatal MAX crashes, said the United deal includes training simulator data packages.</p>\n<p>Airbus said a significant number of the newly-ordered A321neo jets would be assembled at its plant in Mobile, Alabama.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UAL":"联合大陆航空","BA":"波音"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127686108","content_text":"June 29 (Reuters) - United Airlines(UAL.O)confirmed its largest ever order for Boeing(BA.N)and Airbus(AIR.PA)jetson Tuesday, lining up 270 planes worth more than $30 billion at list prices as the U.S. giant pursues post-pandemic domestic growth.\nThe 200 Boeing 737 MAX and 70 Airbus A321neo jets will replace smaller mainline planes and at least 200 regional jets between 2022 and 2026, the Chicago-based airline said.\nUnited is the most exposed U.S. airline to international travel, which suffered heavily during the coronavirus pandemic and is rebounding more slowly than domestic travel.\nAmerica's third largest airline by revenue will be able to boost the number of seats across its domestic network, which lags major rivals, by almost 30% and get better use out of hubs with the fleet shake-up.\nUnited Chief Executive Scott Kirby said it would \"accelerate our business to meet a resurgence in air travel\".\nThe order, confirming a detailed breakdown reported by Reuters on Monday, includes 50 Boeing 737 MAX 8 and 150 MAX 10, accelerating a recovery for the MAX in the wake of a two-year safety crisis overlapping with a COVID-19 travel slump and marking what industry sources called a partial coup for Boeing.\nHowever, its victory over Airbus in the number of units sold was tempered by Europe's continued grip on a lucrative segment for the largest, long-range single-aisles like the A321neo.\nThe MAX 10, which made its first flight this month, is the largest member of the MAX family and holds up to 230 seats.\nThe Airbus A321neo is slightly larger and has more range, giving United extra capacity at constrained airports like Newark and San Francisco that play a key role in its growth plans.\n\"That's one of the primary reasons that the order includes both jet types,\" Chief Commercial Officer Andrew Nocella said.\nBoeing shares were up 0.9% in pre-market trading. In Europe, Airbus shares ticked 0.2% higher at mid-session.\nCONVERSION RIGHTS\nCombined with its current order book, United will receive 500 new, narrowbody aircraft including 40 in 2022 and 138 in 2023. It has flexibility on the remaining deliveries between 2024 and 2026 and the option to convert some of the MAX 10 orders to other variants, a spokesperson said.\nThe new Boeing and Airbus jets will include new interiors as part of a sweeping cabin overhaul.\nUnited, which unlike major rivals did not retire aircraft during the pandemic despite having one of the oldest U.S. fleets, said it plans to fly the first MAX 8 with the new interior this summer and the MAX 10 and A321neo in early 2023.\nThe order includes 25 737 MAX \"white tails\", or orders canceled by other buyers during a lengthy safety grounding.\nThe airline, which received $10.5 billion in government aid during the pandemic, devoted a large part of its release to a pledge to create 25,000 unionized jobs as part of the purchase.\nWith the transaction, United's use of 50-seat jets will fall to less than 10% of its domestic departures versus about one third currently, Nocella said.\nThe order also serves to replace United's aging Boeing 757-200 fleet, though the airline has not yet decided on a replacement for its 757-300s, he told reporters.\nBoeing, which was required by regulators to add MAX simulator training for pilots of earlier 737 models after software problems contributed to fatal MAX crashes, said the United deal includes training simulator data packages.\nAirbus said a significant number of the newly-ordered A321neo jets would be assembled at its plant in Mobile, Alabama.","news_type":1,"symbols_score_info":{"UAL":0.9,"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125286400,"gmtCreate":1624675341700,"gmtModify":1703843380039,"author":{"id":"3586925956765276","authorId":"3586925956765276","name":"VinHun","avatar":"https://static.tigerbbs.com/991b02c8cc322df6d25106ac403eff95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586925956765276","authorIdStr":"3586925956765276"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125286400","repostId":"1169261469","repostType":4,"isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122357019,"gmtCreate":1624599704731,"gmtModify":1703841434130,"author":{"id":"3586925956765276","authorId":"3586925956765276","name":"VinHun","avatar":"https://static.tigerbbs.com/991b02c8cc322df6d25106ac403eff95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586925956765276","authorIdStr":"3586925956765276"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/122357019","repostId":"1141321696","repostType":4,"repost":{"id":"1141321696","kind":"news","pubTimestamp":1624598206,"share":"https://ttm.financial/m/news/1141321696?lang=en_US&edition=fundamental","pubTime":"2021-06-25 13:16","market":"us","language":"en","title":"Shareholders vote out Toshiba board chairman in big win for Japan governance","url":"https://stock-news.laohu8.com/highlight/detail?id=1141321696","media":"Reuters","summary":"TOKYO, June 25 (Reuters) - Shareholders at crisis-ridden Toshiba Corp(6502.T)voted out its board cha","content":"<p>TOKYO, June 25 (Reuters) - Shareholders at crisis-ridden Toshiba Corp(6502.T)voted out its board chairman and one other director on Friday, a forceful rebuke of the company after it was found to have colluded with the government in suppressing foreign investor interests.</p>\n<p>For many, the result at the annual general meeting marks a new watershed moment for corporate governance in Japan after activist Toshiba shareholders prevailed earlier this year in securing a probe into the allegations of pressure on overseas investors.</p>\n<p>\"This result is a sign of a paradigm shift in Japan and will only embolden activist investors whether foreign or domestic,\" said Justin Tang, head of Asian research at United First Partners in Singapore.</p>\n<p>But supporters of now former board chairman Osamu Nagayama say his failure to win re-election will only set Toshiba further back, depriving the industrial conglomerate, which has lurched from crisis to crisis since 2015, of experienced leadership.</p>\n<p>A breakdown of the vote was not immediately disclosed. The newly elected board will meet later on Friday to discuss who will head the new board.</p>\n<p>According to one Toshiba source, foreign investors had voted in greater numbers than in the company's previous shareholder meetings as they saw it as an important test case of corporate governance in Japan.</p>\n<p>The source was not authorised to speak to media and declined to be identified.</p>\n<p>Nagayama only joined Toshiba's board in mid-2020 after the alleged pressuring of foreign shareholders to vote in line with management's board nominees took place.</p>\n<p>A former Chugai Pharmaceutical(4519.T)CEO and Sony Group Corp(6758.T)board director, he is well respected and both the electronics giant and former U.S. ambassador to Japan John Roos had expressed their support for him.</p>\n<p>But his critics argued he should step down to take responsibility for the board's resistance to address the allegations.</p>\n<p>Shareholder advisory firms Institutional Shareholder Services Inc and Glass Lewis had recommended shareholders not reappoint him, while 3D Investment Partners, Toshiba's Singapore-based No. 2 shareholder with a 7.2% stake, had called for his resignation.</p>\n<p>3D Investment said in a statement after the result that it hoped the AGM marked the beginning of a new era at Toshiba and it looked forward to constructive, ongoing dialogue with Toshiba's board and management team.</p>\n<p>Toshiba nominated 11 directors at the AGM, including Nagayama. Nobuyuki Kobayashi, a member of the audit committee, was also voted out.</p>\n<p>Shares in Toshiba recouped earlier losses to be be flat after the result. The stock has increased more than two-thirds in value this year, bolstered by a $20 billion bid for the company by private equity company CVC Capital. Although Toshiba has dimissed that bid, it has promised a strategic review.</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>Shareholders vote out Toshiba board chairman in big win for Japan governance</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\">\nShareholders vote out Toshiba board chairman in big win for Japan governance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 13:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/business/pivotal-toshiba-shareholder-vote-future-board-chairman-begins-2021-06-25/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TOKYO, June 25 (Reuters) - Shareholders at crisis-ridden Toshiba Corp(6502.T)voted out its board chairman and one other director on Friday, a forceful rebuke of the company after it was found to have ...</p>\n\n<a href=\"https://www.reuters.com/business/pivotal-toshiba-shareholder-vote-future-board-chairman-begins-2021-06-25/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TOSYY":"东芝"},"source_url":"https://www.reuters.com/business/pivotal-toshiba-shareholder-vote-future-board-chairman-begins-2021-06-25/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141321696","content_text":"TOKYO, June 25 (Reuters) - Shareholders at crisis-ridden Toshiba Corp(6502.T)voted out its board chairman and one other director on Friday, a forceful rebuke of the company after it was found to have colluded with the government in suppressing foreign investor interests.\nFor many, the result at the annual general meeting marks a new watershed moment for corporate governance in Japan after activist Toshiba shareholders prevailed earlier this year in securing a probe into the allegations of pressure on overseas investors.\n\"This result is a sign of a paradigm shift in Japan and will only embolden activist investors whether foreign or domestic,\" said Justin Tang, head of Asian research at United First Partners in Singapore.\nBut supporters of now former board chairman Osamu Nagayama say his failure to win re-election will only set Toshiba further back, depriving the industrial conglomerate, which has lurched from crisis to crisis since 2015, of experienced leadership.\nA breakdown of the vote was not immediately disclosed. The newly elected board will meet later on Friday to discuss who will head the new board.\nAccording to one Toshiba source, foreign investors had voted in greater numbers than in the company's previous shareholder meetings as they saw it as an important test case of corporate governance in Japan.\nThe source was not authorised to speak to media and declined to be identified.\nNagayama only joined Toshiba's board in mid-2020 after the alleged pressuring of foreign shareholders to vote in line with management's board nominees took place.\nA former Chugai Pharmaceutical(4519.T)CEO and Sony Group Corp(6758.T)board director, he is well respected and both the electronics giant and former U.S. ambassador to Japan John Roos had expressed their support for him.\nBut his critics argued he should step down to take responsibility for the board's resistance to address the allegations.\nShareholder advisory firms Institutional Shareholder Services Inc and Glass Lewis had recommended shareholders not reappoint him, while 3D Investment Partners, Toshiba's Singapore-based No. 2 shareholder with a 7.2% stake, had called for his resignation.\n3D Investment said in a statement after the result that it hoped the AGM marked the beginning of a new era at Toshiba and it looked forward to constructive, ongoing dialogue with Toshiba's board and management team.\nToshiba nominated 11 directors at the AGM, including Nagayama. Nobuyuki Kobayashi, a member of the audit committee, was also voted out.\nShares in Toshiba recouped earlier losses to be be flat after the result. The stock has increased more than two-thirds in value this year, bolstered by a $20 billion bid for the company by private equity company CVC Capital. Although Toshiba has dimissed that bid, it has promised a strategic review.","news_type":1,"symbols_score_info":{"TOSYY":0.9}},"isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038062226,"gmtCreate":1646699515851,"gmtModify":1676534151756,"author":{"id":"3586925956765276","authorId":"3586925956765276","name":"VinHun","avatar":"https://static.tigerbbs.com/991b02c8cc322df6d25106ac403eff95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586925956765276","authorIdStr":"3586925956765276"},"themes":[],"htmlText":"🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑","listText":"🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑","text":"🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038062226","repostId":"1198510306","repostType":4,"repost":{"id":"1198510306","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":1646696733,"share":"https://ttm.financial/m/news/1198510306?lang=en_US&edition=fundamental","pubTime":"2022-03-08 07:45","market":"hk","language":"zh","title":"Last night and this morning | The Nasdaq fell into a bear market! Energy prices soar, European stocks enter bears","url":"https://stock-news.laohu8.com/highlight/detail?id=1198510306","media":"老虎资讯综合","summary":"摘要：①美股周一大幅收跌，标普跌近3%，纳指跌超3%跌入熊市；②商品期货再度大涨，伦镍一度暴涨近80%；③第三轮俄乌谈判无实质结果，停火磋商将继续进行；④、欧盟计划今年将对俄罗斯天然气的依赖程度降低近","content":"<p><html><head></head><body>Summary: ① U.S. stocks closed sharply lower on Monday, with the S&P falling nearly 3%, and the Nasdaq falling more than 3% and falling into a bear market; ② Commodity futures rose sharply again, and Lunni once soared by nearly 80%; ③ The third round of Russia-Ukraine negotiations has no substantive results, and ceasefire negotiations will continue; ④. The EU plans to reduce its dependence on Russian natural gas by nearly 80% this year. Overseas Market</p><p>1. Closing: Conflict situations and inflation concerns put pressure on U.S. stocks to close lower, the Dow Jones Industrial Average fell 800 points</p><p>U.S. stocks closed sharply lower on Monday, with the S&P falling nearly 3%, the biggest drop in more than a year, the Dow falling nearly 800 points, and the Nasdaq falling more than 3%, falling into a bear market, all hitting one-year lows. The Dow fell 2.37%, the Nasdaq fell 3.62%, and the S&P 500 fell 2.95%.</p><p>2. Popular Chinese concept stocks mostly closed lower on Monday<a href=\"https://laohu8.com/S/NIU\">Mavericks Electric</a>Fell nearly 17%<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Down more than 8%</p><p>Most of the popular Chinese concept stocks closed lower on Monday, Mavericks Electric fell nearly 17%, and the financial report showed that Q4 net profit fell 18% year-on-year;<a href=\"https://laohu8.com/S/LAIX\">Fluent theory</a>Fell more than 17%, Bilibili fell more than 8%; New energy vehicle stocks fell,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell nearly 8%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Fell more than 5%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars fell more than 2%.</p><p><a href=\"https://laohu8.com/S/SPI\">Solar Impulse</a>Up more than 28%,<a href=\"https://laohu8.com/S/KXIN\">Happy Auto</a>It rose more than 21%, and Together Education rose more than 10%.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Youdao rose more than 8%,<a href=\"https://laohu8.com/S/WIMI\">WIMI holography</a>Up more than 6%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Rose more than 4%,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Up more than 3%.</p><p>3. The United States may boycott Russian crude oil. U.S. WTI crude oil closed up 3.2%</p><p>Crude oil futures prices were supported as countries such as the United States and Britain considered banning imports of Russian oil. West Texas Intermediate crude oil (WTI) for April delivery rose $3.72, or 3.2%, to settle at $119.40 a barrel on the New York Mercantile Exchange. On a front-month contract basis, this is the highest close since September 2008, according to FactSet data. WTI crude oil rose by 26.30% last week.</p><p>4. Brent was once close to $140, the possibility of a Russian oil embargo raised crisis concerns</p><p>Oil prices experienced their largest one-day volatility on record, soaring to nearly $140 earlier before falling back as the United States said it was considering banning imports of Russian crude oil, exacerbating the possibility of tight supply.</p><p>Brent oil prices fell back to around $121. Such oil price levels are exacerbating fears of a major inflationary shock to the global economy. The Biden administration is considering whether to ban Russian oil imports at least initially without the involvement of European allies, people familiar with the matter said. Germany said it had no plans to suspend Russian energy imports, adding to market volatility.</p><p>5. Gold futures closed up 1.5% on Monday and once broke through the $2,000 mark during the session</p><p>Gold futures closed higher on Monday and posted their highest close since August 2020. The conflict between Russia and Ukraine has escalated again, raising risk aversion and pushing gold futures prices to break through the $2,000 per ounce mark on Monday.</p><p>The price of gold futures for April delivery on the New York Mercantile Exchange rose by $29.30, or 1.5%, to close at $1,995.90 an ounce, and once rose to $2,007.50 an ounce during the session.</p><p>6. European stocks fall into bear market amid surging energy prices</p><p>European stocks fell to their lowest levels in a year, with the DAX and eurozone STOXX 50 closing in a bear market as soaring oil prices raised fears that high inflation would hurt economic growth.</p><p>The DAX closed down 2% to its lowest level since November 2020, with a cumulative decline of 21% from a record high in January. The eurozone STOXX 50 index closed down 1.2%, also closing in a bear market.</p><p>7. European natural gas prices soared 79%, market chaos pushed prices to a new record</p><p>Europe's benchmark natural gas futures soared 79% to the equivalent of more than $600 a barrel of crude oil, and the market experienced the most chaotic trading situation ever. The surge could trigger a massive margin call, prompting companies to buy exchange contracts to avoid paying cash, which in turn causes futures prices to spike further.</p><p>Related to the situation between Russia and Ukraine</p><p>1. The third round of Russia-Ukraine negotiations has no substantive results and ceasefire negotiations will continue</p><p>After the third round of Russia-Ukraine negotiations, a member of the Ukrainian delegation said that consultations with Russia on a ceasefire and cessation of hostilities will continue, and there are still no substantive results on related issues so far. Podolyak, an adviser to the Ukrainian President's Office, also said that the third round of talks between Russia and Ukraine failed to achieve results that could substantially improve the situation.</p><p>Mezinsky, head of the Russian delegation, said that Russia hopes that the humanitarian corridor will start operating tomorrow, and Ukraine has guaranteed this. Russia's expected goal of talks with Ukraine in Brest Oblast has not been achieved.</p><p>2. The impact of the Russia-Ukraine war has appeared on food shelves in many countries, and worries about the global food crisis have risen</p><p>The impact of Russia's military operation in Ukraine on global crop markets is already felt on store shelves.</p><p>Amid concerns about soaring sunflower oil prices, there was a rush to buy during the weekend in Turkey, and a video of people vying for lower-priced sunflower oil in a store caused heated discussion; Some supermarket chain websites are out of stock</p><p>In Egypt, the world's largest wheat importer, the price of some unsubsidized bread has risen sharply in the past week due to higher costs; In the greater Cairo area, a pack of five-slice flour bread costs about 7.5 Egyptian pounds ($0.48), compared with 5 Egyptian pounds a week ago.</p><p>3. The conflict between Ukraine and Russia subverts the global shipping industry and shipping rates may increase by two to three times</p><p>The war between Ukraine and Russia has the potential to upend the global shipping industry recovering from the novel coronavirus pneumonia epidemic. Maersk (AMKBY.US) and Mediterranean Shipping, the largest ocean container groups, have suspended business bookings to and from Russia as sanctions begin to have an impact on trade.</p><p>Glenn Kopke of FourKites, a supply chain consulting firm, said that the shipping rate may even increase by two or three times from the current price of $10,000 per 40-foot container.</p><p>International macro</p><p>1. The EU plans to reduce its dependence on Russian natural gas by nearly 80% this year</p><p>The European Commission is charting a path to ending its dependence on Russian gas, which could reduce import demand by nearly 80% this year, according to two officials familiar with the matter. In an effort to weaken the Kremlin's bargaining chips, the European Commission revised its energy strategy after Russian President Vladimir Putin launched military operations against Ukraine. The plan, due to be presented on Tuesday, includes finding new sources of natural gas and improving energy efficiency, with the goal of weaning off Russia well before 2030, an official said.</p><p>2. Members of the U.S. Senate and House of Representatives reached an agreement on the outline of a bill to sanction Russia</p><p>Four top leaders of the U.S. Senate and House of Representatives issued a statement saying that they have reached an agreement on the outline of a bill to sanction Russia, saying that they will jointly draft a bill to suspend normal trade relations with Russia and Belarus and authorize the Biden administration to raise tariffs for both countries.</p><p>3. Russian gold was shut out of the London market and the certification qualifications of all gold smelters were suspended</p><p>The London Bullion Market Association said on Monday that it suspended all six Russian gold and silver smelting enterprises as fine deliverers after the United States, European Union and Britain imposed sanctions on Russia. Products manufactured by these businesses prior to the suspension of eligibility will still be accepted.</p><p>4. British Prime Minister says Britain will \"gradually\" get rid of its dependence on Russian oil and natural gas</p><p>British Prime Minister Boris Johnson said that in the face of tensions between Russia and Ukraine, Britain will \"gradually\" get rid of its dependence on Russian oil and gas. He also called on Western countries to work together to ensure energy alternatives.</p><p>After meeting with Canadian Prime Minister Trudeau and Dutch Prime Minister Rutte that day, Johnson said that the UK will formulate a new energy supply strategy in the next few days, and pointed out that the UK is considering using more of its own fossil fuels. But he also stressed that Britain has not given up its commitment to reduce carbon emissions.</p><p>5. The issue of food is imminent. The EU may consider relaxing the import ban on genetically modified grains and herbicide-related crops</p><p>With the world's major crude oil and grain producing areas involved in turmoil, the European Union, which adheres to high standards on the import of rations, has also begun to worry about the problem of food.</p><p>The European Union may consider temporarily lifting the ban on the import of genetically modified grains from the United States and South America to help farmers get through this chaotic time, according to the media quoted Spanish Minister of Agriculture Luis Planas on Monday. Spain and France have also proposed exemptions for use of herbicides<a href=\"https://laohu8.com/S/000061\">Agricultural products</a>Imports, mainly to increase stocks and find alternative supply channels for important grains, mainly corn, which are also the main sources of animal feed.</p><p>Company News</p><p>1、<a href=\"https://ttm.financial/NW/1133636608\" target=\"_blank\">Uber raises first-quarter results forecast: consumers are eager to get back to travel</a></p><p>Uber reportedly raised its first-quarter 2022 performance forecast as travel demand affected by the epidemic rebounded faster than expected. In premarket trading on March 7, Uber's stock price rose about 2% at one point. Shares of rival Lyft, meanwhile, also rose more than 2%.</p><p>Uber said in a filing with the U.S. Securities and Exchange Commission (SEC) that it now expects adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) in the first quarter of this year to be between US $130 million and US $150 million, higher than the previous expectation of between US $100 million and US $130 million.</p><p>2、<a href=\"https://ttm.financial/NW/1185303476\" target=\"_blank\">Intel's autonomous driving business unit Mobileye secretly files IPO application</a></p><p>According to reports, Intel Corporation announced on March 7 that Mobileye, its self-driving car business unit, has secretly submitted a draft Form S-1 registration statement to the U.S. Securities and Exchange Commission (SEC), and plans to initially public offering (IPO) Mobileye's new shares. At present, the number and price of new shares have not yet been determined. The IPO date will take place after the SEC completes the evaluation process, and the specific time will also depend on market and other conditions.</p><p>3、<a href=\"https://ttm.financial/NW/2217544945\" target=\"_blank\">Tesla bulls: Berlin's \"Gigafactory\" approved, the stock's biggest suspense cleared</a></p><p>Dan Ives, a well-known Tesla bull and an analyst at investment bank Wedbush, said in a report to investors on March 6 that the approval of production at the Berlin \"Gigafactory\" is crucial to Tesla.</p><p>Ives wrote, \"Tesla stock'maximum suspense 'has been removed after German authorities said Tesla could start production at its new factory in Berlin.\"</p><p>4、<a href=\"https://ttm.financial/NW/2217448301\" target=\"_blank\">Wedbush: Spring conference is about to be held, giving Apple an \"outperform\" rating</a></p><p>Apple will hold the 2022 Spring Conference at 10 a.m. local time on March 8 (2 a.m. Beijing time on March 9). It is widely expected to launch a new iPhone SE with 5G capabilities, as well as new iPad Air and Mac using its M-series chips. Wedbush Securities believes that all of the above products will become \"popular products\" for Apple. Wedbush analyst Dan Ives gave Apple an \"outperform\" rating and a target price of $200.</p><p>5、<a href=\"https://ttm.financial/NW/2217415574\" target=\"_blank\">Coal giant Peabody once plummeted more than 24% and was forced to add large margins when coal prices soared</a></p><p>On Monday, March 7, Peabody Energy, the world's largest private coal company, once plummeted by more than 24% in the U.S. stock market, falling sharply from the nearly three-year high since mid-May 2019 set last Friday, nearly erasing all gains in the month.</p><p>This is mainly due to the company's announcement stating that, with<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>A financing arrangement was reached in which the latter provided a $150 million unsecured multiple-drawable credit facility to support the \"potential liquidity needs in the near term\" of Peabody, whose coal mines are mainly located in the United States and Australia.</p><p>6、<a href=\"https://ttm.financial/NW/2217541424\" target=\"_blank\">Refuse to follow suit! Uniqlo founder says he will continue to operate business in Russia</a></p><p>After the conflict between Russia and Ukraine escalated, while Western countries imposed sanctions on Russia, large European and American companies also withdrew from the country. Although waves of companies have chosen to withdraw from the Russian market, some companies have refused to follow suit and insisted on continuing to operate their businesses in Russia.</p><p>7、<a href=\"https://ttm.financial/NW/2217344063\" target=\"_blank\">Buffett talks about increasing holdings of Occidental Petroleum: Invested $4.5 billion in five days, buy as much as you can</a></p><p><a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway Chairman Warren Buffett revealed his recent big increase in holdings in an interview Monday<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>The story of the company's shares, saying that he spent $4.5 billion on last Friday's trading day and bought 91.2 million shares, which are worth more than $5 billion based on the current stock price.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | The Nasdaq fell into a bear market! Energy prices soar, European stocks enter bears</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | The Nasdaq fell into a bear market! Energy prices soar, European stocks enter bears\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-03-08 07:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: ① U.S. stocks closed sharply lower on Monday, with the S&P falling nearly 3%, and the Nasdaq falling more than 3% and falling into a bear market; ② Commodity futures rose sharply again, and Lunni once soared by nearly 80%; ③ The third round of Russia-Ukraine negotiations has no substantive results, and ceasefire negotiations will continue; ④. The EU plans to reduce its dependence on Russian natural gas by nearly 80% this year. Overseas Market</p><p>1. Closing: Conflict situations and inflation concerns put pressure on U.S. stocks to close lower, the Dow Jones Industrial Average fell 800 points</p><p>U.S. stocks closed sharply lower on Monday, with the S&P falling nearly 3%, the biggest drop in more than a year, the Dow falling nearly 800 points, and the Nasdaq falling more than 3%, falling into a bear market, all hitting one-year lows. The Dow fell 2.37%, the Nasdaq fell 3.62%, and the S&P 500 fell 2.95%.</p><p>2. Popular Chinese concept stocks mostly closed lower on Monday<a href=\"https://laohu8.com/S/NIU\">Mavericks Electric</a>Fell nearly 17%<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Down more than 8%</p><p>Most of the popular Chinese concept stocks closed lower on Monday, Mavericks Electric fell nearly 17%, and the financial report showed that Q4 net profit fell 18% year-on-year;<a href=\"https://laohu8.com/S/LAIX\">Fluent theory</a>Fell more than 17%, Bilibili fell more than 8%; New energy vehicle stocks fell,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell nearly 8%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Fell more than 5%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars fell more than 2%.</p><p><a href=\"https://laohu8.com/S/SPI\">Solar Impulse</a>Up more than 28%,<a href=\"https://laohu8.com/S/KXIN\">Happy Auto</a>It rose more than 21%, and Together Education rose more than 10%.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Youdao rose more than 8%,<a href=\"https://laohu8.com/S/WIMI\">WIMI holography</a>Up more than 6%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Rose more than 4%,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Up more than 3%.</p><p>3. The United States may boycott Russian crude oil. U.S. WTI crude oil closed up 3.2%</p><p>Crude oil futures prices were supported as countries such as the United States and Britain considered banning imports of Russian oil. West Texas Intermediate crude oil (WTI) for April delivery rose $3.72, or 3.2%, to settle at $119.40 a barrel on the New York Mercantile Exchange. On a front-month contract basis, this is the highest close since September 2008, according to FactSet data. WTI crude oil rose by 26.30% last week.</p><p>4. Brent was once close to $140, the possibility of a Russian oil embargo raised crisis concerns</p><p>Oil prices experienced their largest one-day volatility on record, soaring to nearly $140 earlier before falling back as the United States said it was considering banning imports of Russian crude oil, exacerbating the possibility of tight supply.</p><p>Brent oil prices fell back to around $121. Such oil price levels are exacerbating fears of a major inflationary shock to the global economy. The Biden administration is considering whether to ban Russian oil imports at least initially without the involvement of European allies, people familiar with the matter said. Germany said it had no plans to suspend Russian energy imports, adding to market volatility.</p><p>5. Gold futures closed up 1.5% on Monday and once broke through the $2,000 mark during the session</p><p>Gold futures closed higher on Monday and posted their highest close since August 2020. The conflict between Russia and Ukraine has escalated again, raising risk aversion and pushing gold futures prices to break through the $2,000 per ounce mark on Monday.</p><p>The price of gold futures for April delivery on the New York Mercantile Exchange rose by $29.30, or 1.5%, to close at $1,995.90 an ounce, and once rose to $2,007.50 an ounce during the session.</p><p>6. European stocks fall into bear market amid surging energy prices</p><p>European stocks fell to their lowest levels in a year, with the DAX and eurozone STOXX 50 closing in a bear market as soaring oil prices raised fears that high inflation would hurt economic growth.</p><p>The DAX closed down 2% to its lowest level since November 2020, with a cumulative decline of 21% from a record high in January. The eurozone STOXX 50 index closed down 1.2%, also closing in a bear market.</p><p>7. European natural gas prices soared 79%, market chaos pushed prices to a new record</p><p>Europe's benchmark natural gas futures soared 79% to the equivalent of more than $600 a barrel of crude oil, and the market experienced the most chaotic trading situation ever. The surge could trigger a massive margin call, prompting companies to buy exchange contracts to avoid paying cash, which in turn causes futures prices to spike further.</p><p>Related to the situation between Russia and Ukraine</p><p>1. The third round of Russia-Ukraine negotiations has no substantive results and ceasefire negotiations will continue</p><p>After the third round of Russia-Ukraine negotiations, a member of the Ukrainian delegation said that consultations with Russia on a ceasefire and cessation of hostilities will continue, and there are still no substantive results on related issues so far. Podolyak, an adviser to the Ukrainian President's Office, also said that the third round of talks between Russia and Ukraine failed to achieve results that could substantially improve the situation.</p><p>Mezinsky, head of the Russian delegation, said that Russia hopes that the humanitarian corridor will start operating tomorrow, and Ukraine has guaranteed this. Russia's expected goal of talks with Ukraine in Brest Oblast has not been achieved.</p><p>2. The impact of the Russia-Ukraine war has appeared on food shelves in many countries, and worries about the global food crisis have risen</p><p>The impact of Russia's military operation in Ukraine on global crop markets is already felt on store shelves.</p><p>Amid concerns about soaring sunflower oil prices, there was a rush to buy during the weekend in Turkey, and a video of people vying for lower-priced sunflower oil in a store caused heated discussion; Some supermarket chain websites are out of stock</p><p>In Egypt, the world's largest wheat importer, the price of some unsubsidized bread has risen sharply in the past week due to higher costs; In the greater Cairo area, a pack of five-slice flour bread costs about 7.5 Egyptian pounds ($0.48), compared with 5 Egyptian pounds a week ago.</p><p>3. The conflict between Ukraine and Russia subverts the global shipping industry and shipping rates may increase by two to three times</p><p>The war between Ukraine and Russia has the potential to upend the global shipping industry recovering from the novel coronavirus pneumonia epidemic. Maersk (AMKBY.US) and Mediterranean Shipping, the largest ocean container groups, have suspended business bookings to and from Russia as sanctions begin to have an impact on trade.</p><p>Glenn Kopke of FourKites, a supply chain consulting firm, said that the shipping rate may even increase by two or three times from the current price of $10,000 per 40-foot container.</p><p>International macro</p><p>1. The EU plans to reduce its dependence on Russian natural gas by nearly 80% this year</p><p>The European Commission is charting a path to ending its dependence on Russian gas, which could reduce import demand by nearly 80% this year, according to two officials familiar with the matter. In an effort to weaken the Kremlin's bargaining chips, the European Commission revised its energy strategy after Russian President Vladimir Putin launched military operations against Ukraine. The plan, due to be presented on Tuesday, includes finding new sources of natural gas and improving energy efficiency, with the goal of weaning off Russia well before 2030, an official said.</p><p>2. Members of the U.S. Senate and House of Representatives reached an agreement on the outline of a bill to sanction Russia</p><p>Four top leaders of the U.S. Senate and House of Representatives issued a statement saying that they have reached an agreement on the outline of a bill to sanction Russia, saying that they will jointly draft a bill to suspend normal trade relations with Russia and Belarus and authorize the Biden administration to raise tariffs for both countries.</p><p>3. Russian gold was shut out of the London market and the certification qualifications of all gold smelters were suspended</p><p>The London Bullion Market Association said on Monday that it suspended all six Russian gold and silver smelting enterprises as fine deliverers after the United States, European Union and Britain imposed sanctions on Russia. Products manufactured by these businesses prior to the suspension of eligibility will still be accepted.</p><p>4. British Prime Minister says Britain will \"gradually\" get rid of its dependence on Russian oil and natural gas</p><p>British Prime Minister Boris Johnson said that in the face of tensions between Russia and Ukraine, Britain will \"gradually\" get rid of its dependence on Russian oil and gas. He also called on Western countries to work together to ensure energy alternatives.</p><p>After meeting with Canadian Prime Minister Trudeau and Dutch Prime Minister Rutte that day, Johnson said that the UK will formulate a new energy supply strategy in the next few days, and pointed out that the UK is considering using more of its own fossil fuels. But he also stressed that Britain has not given up its commitment to reduce carbon emissions.</p><p>5. The issue of food is imminent. The EU may consider relaxing the import ban on genetically modified grains and herbicide-related crops</p><p>With the world's major crude oil and grain producing areas involved in turmoil, the European Union, which adheres to high standards on the import of rations, has also begun to worry about the problem of food.</p><p>The European Union may consider temporarily lifting the ban on the import of genetically modified grains from the United States and South America to help farmers get through this chaotic time, according to the media quoted Spanish Minister of Agriculture Luis Planas on Monday. Spain and France have also proposed exemptions for use of herbicides<a href=\"https://laohu8.com/S/000061\">Agricultural products</a>Imports, mainly to increase stocks and find alternative supply channels for important grains, mainly corn, which are also the main sources of animal feed.</p><p>Company News</p><p>1、<a href=\"https://ttm.financial/NW/1133636608\" target=\"_blank\">Uber raises first-quarter results forecast: consumers are eager to get back to travel</a></p><p>Uber reportedly raised its first-quarter 2022 performance forecast as travel demand affected by the epidemic rebounded faster than expected. In premarket trading on March 7, Uber's stock price rose about 2% at one point. Shares of rival Lyft, meanwhile, also rose more than 2%.</p><p>Uber said in a filing with the U.S. Securities and Exchange Commission (SEC) that it now expects adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) in the first quarter of this year to be between US $130 million and US $150 million, higher than the previous expectation of between US $100 million and US $130 million.</p><p>2、<a href=\"https://ttm.financial/NW/1185303476\" target=\"_blank\">Intel's autonomous driving business unit Mobileye secretly files IPO application</a></p><p>According to reports, Intel Corporation announced on March 7 that Mobileye, its self-driving car business unit, has secretly submitted a draft Form S-1 registration statement to the U.S. Securities and Exchange Commission (SEC), and plans to initially public offering (IPO) Mobileye's new shares. At present, the number and price of new shares have not yet been determined. The IPO date will take place after the SEC completes the evaluation process, and the specific time will also depend on market and other conditions.</p><p>3、<a href=\"https://ttm.financial/NW/2217544945\" target=\"_blank\">Tesla bulls: Berlin's \"Gigafactory\" approved, the stock's biggest suspense cleared</a></p><p>Dan Ives, a well-known Tesla bull and an analyst at investment bank Wedbush, said in a report to investors on March 6 that the approval of production at the Berlin \"Gigafactory\" is crucial to Tesla.</p><p>Ives wrote, \"Tesla stock'maximum suspense 'has been removed after German authorities said Tesla could start production at its new factory in Berlin.\"</p><p>4、<a href=\"https://ttm.financial/NW/2217448301\" target=\"_blank\">Wedbush: Spring conference is about to be held, giving Apple an \"outperform\" rating</a></p><p>Apple will hold the 2022 Spring Conference at 10 a.m. local time on March 8 (2 a.m. Beijing time on March 9). It is widely expected to launch a new iPhone SE with 5G capabilities, as well as new iPad Air and Mac using its M-series chips. Wedbush Securities believes that all of the above products will become \"popular products\" for Apple. Wedbush analyst Dan Ives gave Apple an \"outperform\" rating and a target price of $200.</p><p>5、<a href=\"https://ttm.financial/NW/2217415574\" target=\"_blank\">Coal giant Peabody once plummeted more than 24% and was forced to add large margins when coal prices soared</a></p><p>On Monday, March 7, Peabody Energy, the world's largest private coal company, once plummeted by more than 24% in the U.S. stock market, falling sharply from the nearly three-year high since mid-May 2019 set last Friday, nearly erasing all gains in the month.</p><p>This is mainly due to the company's announcement stating that, with<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>A financing arrangement was reached in which the latter provided a $150 million unsecured multiple-drawable credit facility to support the \"potential liquidity needs in the near term\" of Peabody, whose coal mines are mainly located in the United States and Australia.</p><p>6、<a href=\"https://ttm.financial/NW/2217541424\" target=\"_blank\">Refuse to follow suit! Uniqlo founder says he will continue to operate business in Russia</a></p><p>After the conflict between Russia and Ukraine escalated, while Western countries imposed sanctions on Russia, large European and American companies also withdrew from the country. Although waves of companies have chosen to withdraw from the Russian market, some companies have refused to follow suit and insisted on continuing to operate their businesses in Russia.</p><p>7、<a href=\"https://ttm.financial/NW/2217344063\" target=\"_blank\">Buffett talks about increasing holdings of Occidental Petroleum: Invested $4.5 billion in five days, buy as much as you can</a></p><p><a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway Chairman Warren Buffett revealed his recent big increase in holdings in an interview Monday<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>The story of the company's shares, saying that he spent $4.5 billion on last Friday's trading day and bought 91.2 million shares, which are worth more than $5 billion based on the current stock price.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"PSQ":"做空纳斯达克100指数ETF-ProShares",".DJI":"道琼斯","03086":"华夏纳指","SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","BK4550":"红杉资本持仓","BK4561":"索罗斯持仓","QID":"两倍做空纳斯达克指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198510306","content_text":"摘要：①美股周一大幅收跌，标普跌近3%，纳指跌超3%跌入熊市；②商品期货再度大涨，伦镍一度暴涨近80%；③第三轮俄乌谈判无实质结果，停火磋商将继续进行；④、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%。海外市场1、收盘：冲突局势与通胀忧虑施压 美股收跌道指下挫800点美股周一大幅收跌，标普跌近3%创逾一年最大跌幅，道指跌近800点，纳指跌超3%、跌入熊市，均创一年新低。道指跌2.37%，纳指跌3.62%，标普500指数跌2.95%。2、热门中概股周一收盘大多走低 小牛电动跌近17% 哔哩哔哩跌超8%热门中概股周一收盘大多走低，小牛电动跌近17%，财报显示Q4净利润同比下降18%；流利说跌超17%，哔哩哔哩跌超8%；新能源汽车股走低，小鹏汽车跌近8%，理想汽车跌超5%，蔚来汽车跌超2%。阳光动力涨超28%，开心汽车涨超21%，一起教育涨超10%，网易有道涨超8%，微美全息涨超6%，好未来涨超4%，高途涨超3%。3、美或抵制俄国原油 美国WTI原油收高3.2%由于美英等国考虑禁止进口俄罗斯石油，原油期货价格得到支撑。纽约商品交易所4月交割的西德克萨斯中质原油（WTI）上涨3.72美元，涨幅为3.2%，收于每桶119.40美元。FactSet数据显示，按照近月合约计算，这是自2008年9月以来的最高收盘价。上周WTI原油累计上涨26.30%。4、布伦特一度接近140美元 俄罗斯石油禁运的可能性引发危机担忧石油价格创有史以来最大单日波幅，早前一度飙升至近140美元的水平，之后回落，因美国表示正在考虑禁止进口俄罗斯原油，加剧了供应紧张的可能性。布伦特油价回落至121美元左右。这样的油价水平正在加剧全球经济遭遇重大通胀冲击的担忧。知情人士称，拜登政府正在考虑至少在初期是否在欧洲盟友不参与的情况下禁止进口俄罗斯石油。德国表示，没有暂停进口俄罗斯能源的计划，加剧了市场的波动。5、黄金期货周一收高1.5% 盘中一度突破2000美元关口黄金期货周一收高并创2020年8月以来的最高收盘价。俄乌冲突再度升级，令避险情绪高涨，推动周一黄金期货价格一度突破每盎司2000美元关口。纽约商品交易所4月交割的黄金期货价格上涨29.30美元，涨幅1.5%，收于每盎司1995.90美元，盘中一度上涨至每盎司2007.50美元。6、欧洲股市在能源价格飙升之际跌入熊市欧洲股市跌至一年来的最低水平，DAX指数和欧元区斯托克50指数收盘进入熊市，因为油价飙升引发了高通胀将损伤经济增长的担忧。DAX指数收盘下跌2％，至2020年11月以来的最低水平，从1月份的创纪录高位累计下跌21％。欧元区斯托克50指数收盘下跌1.2％，也收于熊市。7、欧洲天然气价格飙升79% 市场一片混乱推动价格刷新纪录欧洲基准天然气期货飙升79%，达到相当于每桶原油超过600美元，市场出现了有史以来最为混乱的交易状况。飙升可能引发大规模的追加保证金，促使企业购买交易所合约以避免支付现金，进而导致期货价格进一步飙升。俄乌局势相关1、第三轮俄乌谈判无实质结果 停火磋商将继续进行第三轮俄乌谈判结束后，乌克兰代表团的一名成员表示，与俄罗斯关于停火和停止敌对行动的磋商将继续进行，相关问题到目前仍没有实质性结果。乌克兰总统办公室顾问波多利亚克也表示，俄乌第三轮会谈没取得能实质改善局势的结果。俄罗斯代表团团长梅津斯基则表示，俄方希望人道主义走廊从明天开始运行，乌克兰方面对此给予了保证。俄罗斯对与乌克兰在布列斯特州会谈的预期目标未能实现。2、俄乌战争的影响已在多国食品货架上显现 全球粮食危机忧虑升温俄罗斯在乌克兰开展军事行动给全球农作物市场带来的冲击已在商店货架上显现。由于担心葵花籽油价格飙升，土耳其周末期间出现抢购，民众在一家商店争抢较低价葵花籽油的视频引起热议；部分连锁超市网站缺货在全球最大的小麦进口国埃及，由于成本走高，过去一周部分未受补贴的面包价格大幅上涨；在大开罗地区，一包五片面饼的售价约为7.5埃及镑（0.48美元），而一周前为5埃及镑。3、乌俄冲突颠覆全球航运业 海运费率或将上涨两至三倍乌俄战争有可能颠覆正从新冠肺炎疫情中复苏的全球航运业。随着制裁开始对贸易产生影响，最大的海运集装箱集团马士基（AMKBY.US）和Mediterranean Shipping已经暂停了往返俄罗斯的业务预订。供应链咨询公司FourKites的格伦•克普克表示，海运费率甚至可能从目前每40英尺集装箱1万美元的价格上涨两到三倍。国际宏观1、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%据两位知情官员透露，欧盟委员会正在规划结束对俄罗斯天然气依赖的路径，这可能导致今年进口需求减少近80%。为削弱克里姆林宫方面的筹码，欧盟委员会在俄罗斯总统普京发动对乌克兰的军事行动后修改能源战略。一位官员表示，这份计划将于周二提交，内容包括寻找新的天然气来源和提高能源效率，目标是远早于2030年摆脱对俄罗斯的依赖。2、美国参众两院议员就制裁俄罗斯的法案大纲达成协议美国参议院和众议院四位高层领导人发表声明，已就制裁俄罗斯的法案大纲达成协议，表示将共同起草法案，暂停与俄罗斯和白俄罗斯的正常贸易关系，并授权拜登政府提高面向两国的关税。3、俄罗斯黄金被伦敦市场拒之门外 所有黄金冶炼商的认证资格均被暂停伦敦金银市场协会周一表示，在美国、欧盟和英国对俄罗斯实施制裁后，该协会暂停了所有六家俄罗斯金银冶炼企业的优良交货商资格。这些企业在资格暂停之前生产的产品仍将被接受。4、英首相表示英国将“逐步”摆脱对俄罗斯石油和天然气的依赖英国首相鲍里斯·约翰逊表示，面对俄乌两国之间的紧张局势，英国将要“逐步”摆脱对俄罗斯石油和天然气的依赖。他同时呼吁西方各国要共同努力确保能源替代方案。约翰逊当天在与加拿大总理特鲁多和荷兰首相吕特会晤之后表示，英国将在未来几天制定新的能源供应战略，并指出英国正在考虑使用更多自己的化石燃料。但他同时强调，英国并没有放弃减少碳排放的承诺。5、吃饭问题迫在眉睫 欧盟或考虑放宽转基因谷物和涉除草剂作物进口禁令随着全球主要原油和粮食产地卷入动荡，在口粮进口问题上坚持高标准的欧盟也开始担忧起吃饭问题。据媒体周一援引西班牙农业大臣路易斯·普拉纳斯(Luis Planas)称，欧盟可能会考虑临时取消从美国和南美进口转基因谷物的禁令，帮助农民度过眼下这段混乱的时光。西班牙和法国也已经提议豁免使用过除草剂的农产品进口，主要是为了增加库存以及寻找以玉米为主的重要谷物替代供应渠道，这些产品也是动物饲料的主要来源。公司新闻1、Uber调高第一季度业绩预期：消费者渴望重新出行据报道，Uber上调了2022年第一季度业绩预期，原因是疫情影响的出行需求的反弹速度快于预期。3月7日盘前交易中，Uber股价一度上涨约 2%。与此同时，竞争对手Lyft的股价也上涨了2%以上。Uber在提交给美国证券交易委员会（SEC）的文件中称，现预计，今年第一季度调整后的EBITDA（息税折旧及摊销前利润） 将在1.3亿美元至1.5亿美元之间，高于之前预期的1亿美元至1.3亿美元之间。2、英特尔自动驾驶业务部门Mobileye秘密提交IPO申请据报道，英特尔公司3月7日宣布，旗下自动驾驶汽车业务部门Mobileye已向美国证券交易委员会（SEC）秘密提交Form S-1注册声明草案，拟首次公开发行（IPO）Mobileye新股。目前，新股发售数量和价格尚未确定。IPO日期将在SEC完成评估程序后进行，具体时间还要取决于市场和其他条件。3、特斯拉大多头：柏林“超级工厂”获批 该股最大悬念被清除特斯拉知名大多头、投行Wedbush分析师Dan Ives于3月6日在给投资者的一份报告中表示，柏林“超级工厂”获批生产对特斯拉来说至关重要。Ives写道，“在德国当局表示特斯拉可以在柏林的新工厂开始生产后，特斯拉股票‘最大悬念’已经被消除。”4、Wedbush：春季发布会即将召开 予苹果“跑赢大盘”评级苹果将于当地时间3月8日上午10点（北京时间3月9日凌晨2点）举办2022年春季发布会。市场普遍预计它将推出具有5G功能的新款iPhone SE，以及使用其M系列芯片的新iPad Air和Mac。Wedbush Securities认为，以上所有产品将成为苹果的“受欢迎产品”。Wedbush分析师Dan Ives予苹果“跑赢大盘”评级，目标价为200美元。5、煤炭巨头皮博迪一度暴跌超24%，被迫在煤价飙升时追加大额保证金3月7日周一，全球最大的私营煤炭公司皮博迪能源在美股市场一度暴跌超24%，从上周五所创的2019年5月中旬以来近三年高位大幅回落，接近抹去月内全部涨幅。这主要是由于公司发布公告称，与高盛达成一项融资安排，后者提供1.5亿美元的无担保可多次提取信贷额度，以支持煤矿主要位于美国和澳大利亚的皮博迪公司“近期内潜在的流动性需求”。6、拒绝跟风！优衣库创始人称将继续在俄经营业务俄乌冲突升级以后，西方国家对俄罗斯采取制裁措施的同时，欧美大型企业也纷纷从该国撤离。尽管一波又一波的公司选择退出俄罗斯市场，但也有公司拒绝跟风，坚持继续运营在俄罗斯的业务。7、巴菲特谈增持西方石油：五天投了45亿美元，能买多少买多少伯克希尔哈撒韦公司董事长沃伦-巴菲特在周一的一次采访中披露了他最近大手笔增持西方石油公司股份的经过，称他在上周五个交易日内豪掷45亿美元，买入了9120万股，按当前股价计算价值超过了50亿美元。","news_type":1,"symbols_score_info":{"MNQmain":0.9,"QLD":0.9,".DJI":0.9,"PSQ":0.9,"03086":0.9,"SQQQ":0.9,"NQmain":0.9,"QQQ":0.9,"QID":0.9,".SPX":0.9,".IXIC":0.9,"TQQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097229555,"gmtCreate":1645487096529,"gmtModify":1676534031392,"author":{"id":"3586925956765276","authorId":"3586925956765276","name":"VinHun","avatar":"https://static.tigerbbs.com/991b02c8cc322df6d25106ac403eff95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586925956765276","authorIdStr":"3586925956765276"},"themes":[],"htmlText":"👍👍👍👍👍👍👍👍😁😁😁😁😁😁😁😁","listText":"👍👍👍👍👍👍👍👍😁😁😁😁😁😁😁😁","text":"👍👍👍👍👍👍👍👍😁😁😁😁😁😁😁😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097229555","repostId":"2213860349","repostType":4,"isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883799162,"gmtCreate":1631270411056,"gmtModify":1676530514593,"author":{"id":"3586925956765276","authorId":"3586925956765276","name":"VinHun","avatar":"https://static.tigerbbs.com/991b02c8cc322df6d25106ac403eff95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586925956765276","authorIdStr":"3586925956765276"},"themes":[],"htmlText":"<a 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