Tangan personal page - To The Moon

Tangan

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2023-12-29

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2023-12-28

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2023-12-27

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2023-12-27

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2023-05-04

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巴菲特股东大会前瞻 | 通胀、投资日本、ChatGPT.....这些话题大概率会被聊到

2023-04-14

Thanks.

@许亚鑫:MLOps概念研究！

2023-04-12

[强]

Fed’s Meeting Minutes to Detail How Officials Weighed Bank Risks

2023-04-12

Thanks for sharing

U.S. STOCKS-Wall St Ends Mixed As Inflation Data Comes Into Focus

2023-04-10

Good for Tesla.

The EPA May Tighten Its EV Standards. These Companies Could Shine

2023-04-10

Thanks

台积电赴这个国家建厂，差不多定了

2023-04-10

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特斯拉将在沪新建储能超级工厂概念股早盘大涨

2023-04-10

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Singapore Bourse May Remain Stuck In Neutral On Monday

2023-04-08

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@OptionsTracker:Hot stocks covered call reference [April 7]

2023-04-07

Great ariticle, would you like to share it?

@Jason Brown: I may change my profession to become an insurance salesmen lol...⁠ ⁠ I'm just so passionate about helping people not blow their ...We can't control the market...From Youtube: https://www.youtube.com/watch?v=_SJximpQ_Ng

2023-04-05

Nice

Is It Time to Buy the S&P 500's 3 Worst-Performing March Stocks?

2023-04-05

Nice

Apple Sales Executive Leaves for Role at Defense Department

2023-04-04

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Soaring Oil Prices: 6 Things Investors Need to Know About the Surprise OPEC+ Production Cuts

2023-04-04

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4 Oil Stocks That Are Screaming Buys in April

2023-04-04

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Soaring Oil Prices: 6 Things Investors Need to Know About the Surprise OPEC+ Production Cuts

2023-04-04

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Reminder: The China A-shares Market and the Hong Kong Market Will Be Closed for Qingming Festival on Wednesday, April 5, 2023

Go to Tiger App to see more news

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15:21","market":"us","language":"zh","title":"巴菲特股东大会前瞻 | 通胀、投资日本、ChatGPT.....这些话题大概率会被聊到","url":"https://stock-news.laohu8.com/highlight/detail?id=1172872593","media":"老虎资讯综合","summary":"齐聚奥马哈！今年的巴菲特股东大会将于5月的第一个星期六举行。届时，巴菲特可能会对美国通胀、银行危机、投资日本、人工智能等话题发表看法。巴菲特旗下的伯克希尔哈撒韦公司的线下股东会计划于北京时间5月6日~","content":"<html><head></head><body><blockquote><strong>齐聚奥马哈！今年的巴菲特股东大会将于5月的第一个星期六举行。届时，巴菲特可能会对美国通胀、银行危机、投资日本、人工智能等话题发表看法。</strong></blockquote><p style=\"text-align: justify;\">巴菲特旗下的伯克希尔哈撒韦公司的线下股东会计划于北京时间5月6日~7日举行。届时，巴菲特可能会对美国通胀、银行危机、投资日本、人工智能等话题发表看法。</p><p style=\"text-align: justify;\">回顾2022年，“股神”老而弥坚，在全球股市震荡中连续第二年跑赢美股大盘。且美股伯克希尔哈撒韦公司股价2022年上涨4.0%，大幅跑赢标普500指数22.1%。同时巴菲特以1180亿美元个人身价位居2022年福布斯排行榜第五位。</p><p>在2023年巴菲特股东大会来临前夕，我们先回顾下巴菲特过去一年干了哪些事儿？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bb039302842ba70fd6513eda3faaf2b\" tg-width=\"750\" tg-height=\"2462\"/></p><blockquote>前瞻 | 今年的股东大会将会有哪些要点可以关注？以下是可能会聊到的话题：</blockquote><p><strong>对于美国通胀、美联储加息以及中国市场的看法</strong></p><p style=\"text-align: justify;\">巴菲特一直以来对美联储的看法都较为正面，尽管美联储已经连续第9次加息。他称如果自己当联储主席的话，应该是不会像鲍威尔那样出色的。此前，外界一些评论经常批评美联储将利率维持在低位的时间过长，导致美国当前的通胀高烧不退。巴菲特指出，通货膨胀对一个国家来说是持续的威胁，目前为止美国做得不错。但他警告称，通胀和衰退都会威胁到投资者，衰退会变成萧条，届时重新整顿经济会难得多。</p><p style=\"text-align: justify;\">中国市场每次股东大会都是热议话题，巴菲特和芒格不止一次表达过对中国经济的看好，虽然伯克希尔投资中国股票数量不多，但两次出手都获得了10倍甚至30倍的回报。结合今年以来外资大量涌入抢筹中国优质资产，投资者们也十分关注两位老人的观点，从中来寻找投资机会。</p><p style=\"text-align: justify;\">除了有关中国的话题外，大家可以期待巴菲特和芒格分享他们对于全球局势、未来市场的看法，以及应对可能的经济挑战的计划。</p><p><strong>如何看待美国中小银行破产危机和对银行股的抛售？</strong></p><p style=\"text-align: justify;\">近期硅谷银行和签名银行的倒闭危机，让投资者对欧美银行体系稳定性的担忧蔓延。对此，巴菲特表示，人们不应该对银行业或美国银行存款的安全性感到恐慌。他指出，陷入困境的银行不是价值股，政府不会拯救陷入困境的银行的股东。</p><p style=\"text-align: justify;\">不过，他已经卖出了之前持有的大部分银行股，包括富国银行、高盛和摩根大通等。他还认为美国银行的倒闭潮并未结束。因此，这一次的股东大会，这位奥马哈先知可能会对银行系统再次发表自己的看法。</p><p><strong>加大对日本的投资，为何如此看好日本股市的前景？</strong></p><p style=\"text-align: justify;\">此前，巴菲特访问日本，并在采访中谈到已将其在日本五家公司中每家的股份提高至7.4%，并补充说会考虑进一步投资。据悉，这五家公司是日本著名的五大商社，其财团控制了日本接近99%的大型生产企业及贸易公司，投资领域涉及全球的石油、天然气及矿产资源。</p><p style=\"text-align: justify;\">现在，伯克希尔哈撒韦在日本拥有的股票比在美国以外其他任何国家都要多。此外，伯克希尔也己成为最大的日元债券外国发行人之一。那么，本次大会上，巴菲特可能继续就投资日本的话题进行深入探讨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80d86a538a98a297f73ce7b5cb708bd7\" alt=\"\" title=\"\" tg-width=\"362\" tg-height=\"431\"/></p><p><strong>重仓股持仓转向以及关于西方石油的投资逻辑</strong></p><p style=\"text-align: justify;\">在石油和天然气价格疲软之际，伯克希尔凶猛加仓西方石油，截至今年3月中旬，伯克希尔已经取得了西方石油23%左右的股权。得益于对西方石油等石油股的押注，伯克希尔哈撒韦股价去年全年上涨4%，大幅跑赢标普500指数。有市场分析认为，伯克希尔的最终目标可能是收购西方石油的多数股权。除了大量买入西方石油以外，巴菲特还长期持有另一只能源股雪佛龙。如此大手笔的操作，是不是表明了他长期看好传统能源股的态度呢？只能等到股东大会上，期待股神为此解答。</p><p><strong>ChatGPT曾令巴菲特“印象深刻” ！谈及人工智能，看法是否发生改变？</strong></p><p style=\"text-align: justify;\">自2月份以来，以ChatGPT为代表的人工智能备受关注，也在资本市场掀起了一波投资浪潮。巴菲特形象地比喻为，这是令人震惊的发明，就像1945年我们造出来原子弹一样。一直以来对投资新兴科技股票不感兴趣的巴菲特，前段时间被问到对于ChatGPT的看法时，竟然意外的答道，ChatGPT是一项卓越的发明，虽然他不知道这是不是有益的。随着，各大科技巨头的纷纷入局，人工智能这条赛道的大战愈演愈烈。市场调查公司CBInsights的报告显示，仅在今年第一季度共有34家人工智能初创公司被收购，为去年同期的两倍。巴老爷子会不会选择在这风口上采取行动呢？</p><p><strong>聊退休、接班人，谈及公司未来的治理</strong></p><p style=\"text-align: justify;\">92岁的巴菲特现在还是精力满满，在接受日本之行的采访中，全程精神矍铄、条理清晰，甚至没有表现出想要放弃最高CEO职位的迹象。不过，他在此前发表过，卸任后阿贝尔有望成为公司CEO的言论。巴菲特对阿贝尔的行事风格表示赞赏，还希望继任者能长期留任，而不是75岁之前退休。巴菲特说，负责几十项非保险业务的阿贝尔是伯克希尔拥有的一个巨大优势，他在做事方面更加强硬，因此伯克希尔的管理层得到了极大的改善。</p><p style=\"text-align: justify;\">对于伯克希尔的业绩情况，巴菲特近期表示，更加看好保险业务。他特别谈到，去年伯克希尔以约120亿美元收购保险公司 Alleghany 后，获得了八项非保险运营业务，每年税前利润高达数亿美元。但他也透露，伯克希尔的几家子公司正面临着愈加困难的环境。巴菲特一直强调公司治理的重要性，坚持通过透明的公司治理来保护伯克希尔哈撒韦和股东的利益。他曾对外承诺，对管理风险有充分的信心，自己99%的净资产都在伯克希尔。在今年的股东大会上，股东们可以期待更多关于伯克希尔治理和运营分享。</p><p style=\"text-align: justify;\"><strong>以下是伯克希尔官方公布并推荐的行程，时间为美国中部时间，与北京时间相差13个小时：</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/148ad5469b179c91acfacbf7c224015c\" tg-width=\"554\" tg-height=\"806\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>巴菲特股东大会前瞻 | 通胀、投资日本、ChatGPT.....这些话题大概率会被聊到</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n巴菲特股东大会前瞻 | 通胀、投资日本、ChatGPT.....这些话题大概率会被聊到\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-04-27 15:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><strong>齐聚奥马哈！今年的巴菲特股东大会将于5月的第一个星期六举行。届时，巴菲特可能会对美国通胀、银行危机、投资日本、人工智能等话题发表看法。</strong></blockquote><p style=\"text-align: justify;\">巴菲特旗下的伯克希尔哈撒韦公司的线下股东会计划于北京时间5月6日~7日举行。届时，巴菲特可能会对美国通胀、银行危机、投资日本、人工智能等话题发表看法。</p><p style=\"text-align: justify;\">回顾2022年，“股神”老而弥坚，在全球股市震荡中连续第二年跑赢美股大盘。且美股伯克希尔哈撒韦公司股价2022年上涨4.0%，大幅跑赢标普500指数22.1%。同时巴菲特以1180亿美元个人身价位居2022年福布斯排行榜第五位。</p><p>在2023年巴菲特股东大会来临前夕，我们先回顾下巴菲特过去一年干了哪些事儿？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bb039302842ba70fd6513eda3faaf2b\" tg-width=\"750\" tg-height=\"2462\"/></p><blockquote>前瞻 | 今年的股东大会将会有哪些要点可以关注？以下是可能会聊到的话题：</blockquote><p><strong>对于美国通胀、美联储加息以及中国市场的看法</strong></p><p style=\"text-align: justify;\">巴菲特一直以来对美联储的看法都较为正面，尽管美联储已经连续第9次加息。他称如果自己当联储主席的话，应该是不会像鲍威尔那样出色的。此前，外界一些评论经常批评美联储将利率维持在低位的时间过长，导致美国当前的通胀高烧不退。巴菲特指出，通货膨胀对一个国家来说是持续的威胁，目前为止美国做得不错。但他警告称，通胀和衰退都会威胁到投资者，衰退会变成萧条，届时重新整顿经济会难得多。</p><p style=\"text-align: justify;\">中国市场每次股东大会都是热议话题，巴菲特和芒格不止一次表达过对中国经济的看好，虽然伯克希尔投资中国股票数量不多，但两次出手都获得了10倍甚至30倍的回报。结合今年以来外资大量涌入抢筹中国优质资产，投资者们也十分关注两位老人的观点，从中来寻找投资机会。</p><p style=\"text-align: justify;\">除了有关中国的话题外，大家可以期待巴菲特和芒格分享他们对于全球局势、未来市场的看法，以及应对可能的经济挑战的计划。</p><p><strong>如何看待美国中小银行破产危机和对银行股的抛售？</strong></p><p style=\"text-align: justify;\">近期硅谷银行和签名银行的倒闭危机，让投资者对欧美银行体系稳定性的担忧蔓延。对此，巴菲特表示，人们不应该对银行业或美国银行存款的安全性感到恐慌。他指出，陷入困境的银行不是价值股，政府不会拯救陷入困境的银行的股东。</p><p style=\"text-align: justify;\">不过，他已经卖出了之前持有的大部分银行股，包括富国银行、高盛和摩根大通等。他还认为美国银行的倒闭潮并未结束。因此，这一次的股东大会，这位奥马哈先知可能会对银行系统再次发表自己的看法。</p><p><strong>加大对日本的投资，为何如此看好日本股市的前景？</strong></p><p style=\"text-align: justify;\">此前，巴菲特访问日本，并在采访中谈到已将其在日本五家公司中每家的股份提高至7.4%，并补充说会考虑进一步投资。据悉，这五家公司是日本著名的五大商社，其财团控制了日本接近99%的大型生产企业及贸易公司，投资领域涉及全球的石油、天然气及矿产资源。</p><p style=\"text-align: justify;\">现在，伯克希尔哈撒韦在日本拥有的股票比在美国以外其他任何国家都要多。此外，伯克希尔也己成为最大的日元债券外国发行人之一。那么，本次大会上，巴菲特可能继续就投资日本的话题进行深入探讨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80d86a538a98a297f73ce7b5cb708bd7\" alt=\"\" title=\"\" tg-width=\"362\" tg-height=\"431\"/></p><p><strong>重仓股持仓转向以及关于西方石油的投资逻辑</strong></p><p style=\"text-align: justify;\">在石油和天然气价格疲软之际，伯克希尔凶猛加仓西方石油，截至今年3月中旬，伯克希尔已经取得了西方石油23%左右的股权。得益于对西方石油等石油股的押注，伯克希尔哈撒韦股价去年全年上涨4%，大幅跑赢标普500指数。有市场分析认为，伯克希尔的最终目标可能是收购西方石油的多数股权。除了大量买入西方石油以外，巴菲特还长期持有另一只能源股雪佛龙。如此大手笔的操作，是不是表明了他长期看好传统能源股的态度呢？只能等到股东大会上，期待股神为此解答。</p><p><strong>ChatGPT曾令巴菲特“印象深刻” ！谈及人工智能，看法是否发生改变？</strong></p><p style=\"text-align: justify;\">自2月份以来，以ChatGPT为代表的人工智能备受关注，也在资本市场掀起了一波投资浪潮。巴菲特形象地比喻为，这是令人震惊的发明，就像1945年我们造出来原子弹一样。一直以来对投资新兴科技股票不感兴趣的巴菲特，前段时间被问到对于ChatGPT的看法时，竟然意外的答道，ChatGPT是一项卓越的发明，虽然他不知道这是不是有益的。随着，各大科技巨头的纷纷入局，人工智能这条赛道的大战愈演愈烈。市场调查公司CBInsights的报告显示，仅在今年第一季度共有34家人工智能初创公司被收购，为去年同期的两倍。巴老爷子会不会选择在这风口上采取行动呢？</p><p><strong>聊退休、接班人，谈及公司未来的治理</strong></p><p style=\"text-align: justify;\">92岁的巴菲特现在还是精力满满，在接受日本之行的采访中，全程精神矍铄、条理清晰，甚至没有表现出想要放弃最高CEO职位的迹象。不过，他在此前发表过，卸任后阿贝尔有望成为公司CEO的言论。巴菲特对阿贝尔的行事风格表示赞赏，还希望继任者能长期留任，而不是75岁之前退休。巴菲特说，负责几十项非保险业务的阿贝尔是伯克希尔拥有的一个巨大优势，他在做事方面更加强硬，因此伯克希尔的管理层得到了极大的改善。</p><p style=\"text-align: justify;\">对于伯克希尔的业绩情况，巴菲特近期表示，更加看好保险业务。他特别谈到，去年伯克希尔以约120亿美元收购保险公司 Alleghany 后，获得了八项非保险运营业务，每年税前利润高达数亿美元。但他也透露，伯克希尔的几家子公司正面临着愈加困难的环境。巴菲特一直强调公司治理的重要性，坚持通过透明的公司治理来保护伯克希尔哈撒韦和股东的利益。他曾对外承诺，对管理风险有充分的信心，自己99%的净资产都在伯克希尔。在今年的股东大会上，股东们可以期待更多关于伯克希尔治理和运营分享。</p><p style=\"text-align: justify;\"><strong>以下是伯克希尔官方公布并推荐的行程，时间为美国中部时间，与北京时间相差13个小时：</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/148ad5469b179c91acfacbf7c224015c\" tg-width=\"554\" tg-height=\"806\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/82d533169ff6dcc15cc9be15082371e7","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172872593","content_text":"齐聚奥马哈！今年的巴菲特股东大会将于5月的第一个星期六举行。届时，巴菲特可能会对美国通胀、银行危机、投资日本、人工智能等话题发表看法。巴菲特旗下的伯克希尔哈撒韦公司的线下股东会计划于北京时间5月6日~7日举行。届时，巴菲特可能会对美国通胀、银行危机、投资日本、人工智能等话题发表看法。回顾2022年，“股神”老而弥坚，在全球股市震荡中连续第二年跑赢美股大盘。且美股伯克希尔哈撒韦公司股价2022年上涨4.0%，大幅跑赢标普500指数22.1%。同时巴菲特以1180亿美元个人身价位居2022年福布斯排行榜第五位。在2023年巴菲特股东大会来临前夕，我们先回顾下巴菲特过去一年干了哪些事儿？前瞻 | 今年的股东大会将会有哪些要点可以关注？以下是可能会聊到的话题：对于美国通胀、美联储加息以及中国市场的看法巴菲特一直以来对美联储的看法都较为正面，尽管美联储已经连续第9次加息。他称如果自己当联储主席的话，应该是不会像鲍威尔那样出色的。此前，外界一些评论经常批评美联储将利率维持在低位的时间过长，导致美国当前的通胀高烧不退。巴菲特指出，通货膨胀对一个国家来说是持续的威胁，目前为止美国做得不错。但他警告称，通胀和衰退都会威胁到投资者，衰退会变成萧条，届时重新整顿经济会难得多。中国市场每次股东大会都是热议话题，巴菲特和芒格不止一次表达过对中国经济的看好，虽然伯克希尔投资中国股票数量不多，但两次出手都获得了10倍甚至30倍的回报。结合今年以来外资大量涌入抢筹中国优质资产，投资者们也十分关注两位老人的观点，从中来寻找投资机会。除了有关中国的话题外，大家可以期待巴菲特和芒格分享他们对于全球局势、未来市场的看法，以及应对可能的经济挑战的计划。如何看待美国中小银行破产危机和对银行股的抛售？近期硅谷银行和签名银行的倒闭危机，让投资者对欧美银行体系稳定性的担忧蔓延。对此，巴菲特表示，人们不应该对银行业或美国银行存款的安全性感到恐慌。他指出，陷入困境的银行不是价值股，政府不会拯救陷入困境的银行的股东。不过，他已经卖出了之前持有的大部分银行股，包括富国银行、高盛和摩根大通等。他还认为美国银行的倒闭潮并未结束。因此，这一次的股东大会，这位奥马哈先知可能会对银行系统再次发表自己的看法。加大对日本的投资，为何如此看好日本股市的前景？此前，巴菲特访问日本，并在采访中谈到已将其在日本五家公司中每家的股份提高至7.4%，并补充说会考虑进一步投资。据悉，这五家公司是日本著名的五大商社，其财团控制了日本接近99%的大型生产企业及贸易公司，投资领域涉及全球的石油、天然气及矿产资源。现在，伯克希尔哈撒韦在日本拥有的股票比在美国以外其他任何国家都要多。此外，伯克希尔也己成为最大的日元债券外国发行人之一。那么，本次大会上，巴菲特可能继续就投资日本的话题进行深入探讨。重仓股持仓转向以及关于西方石油的投资逻辑在石油和天然气价格疲软之际，伯克希尔凶猛加仓西方石油，截至今年3月中旬，伯克希尔已经取得了西方石油23%左右的股权。得益于对西方石油等石油股的押注，伯克希尔哈撒韦股价去年全年上涨4%，大幅跑赢标普500指数。有市场分析认为，伯克希尔的最终目标可能是收购西方石油的多数股权。除了大量买入西方石油以外，巴菲特还长期持有另一只能源股雪佛龙。如此大手笔的操作，是不是表明了他长期看好传统能源股的态度呢？只能等到股东大会上，期待股神为此解答。ChatGPT曾令巴菲特“印象深刻” ！谈及人工智能，看法是否发生改变？自2月份以来，以ChatGPT为代表的人工智能备受关注，也在资本市场掀起了一波投资浪潮。巴菲特形象地比喻为，这是令人震惊的发明，就像1945年我们造出来原子弹一样。一直以来对投资新兴科技股票不感兴趣的巴菲特，前段时间被问到对于ChatGPT的看法时，竟然意外的答道，ChatGPT是一项卓越的发明，虽然他不知道这是不是有益的。随着，各大科技巨头的纷纷入局，人工智能这条赛道的大战愈演愈烈。市场调查公司CBInsights的报告显示，仅在今年第一季度共有34家人工智能初创公司被收购，为去年同期的两倍。巴老爷子会不会选择在这风口上采取行动呢？聊退休、接班人，谈及公司未来的治理92岁的巴菲特现在还是精力满满，在接受日本之行的采访中，全程精神矍铄、条理清晰，甚至没有表现出想要放弃最高CEO职位的迹象。不过，他在此前发表过，卸任后阿贝尔有望成为公司CEO的言论。巴菲特对阿贝尔的行事风格表示赞赏，还希望继任者能长期留任，而不是75岁之前退休。巴菲特说，负责几十项非保险业务的阿贝尔是伯克希尔拥有的一个巨大优势，他在做事方面更加强硬，因此伯克希尔的管理层得到了极大的改善。对于伯克希尔的业绩情况，巴菲特近期表示，更加看好保险业务。他特别谈到，去年伯克希尔以约120亿美元收购保险公司 Alleghany 后，获得了八项非保险运营业务，每年税前利润高达数亿美元。但他也透露，伯克希尔的几家子公司正面临着愈加困难的环境。巴菲特一直强调公司治理的重要性，坚持通过透明的公司治理来保护伯克希尔哈撒韦和股东的利益。他曾对外承诺，对管理风险有充分的信心，自己99%的净资产都在伯克希尔。在今年的股东大会上，股东们可以期待更多关于伯克希尔治理和运营分享。以下是伯克希尔官方公布并推荐的行程，时间为美国中部时间，与北京时间相差13个小时：","news_type":1},"isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945882333,"gmtCreate":1681429128923,"gmtModify":1681429132378,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Thanks.","listText":"Thanks.","text":"Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945882333","repostId":"651931763","repostType":1,"repost":{"id":651931763,"gmtCreate":1681394712753,"gmtModify":1681396034449,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532831849818465","authorIdStr":"3532831849818465"},"themes":[],"title":"MLOps概念研究！","htmlText":"繼隔夜美國公佈了3月份的CPI數據之後《0412：通脹數據降低加息預期，去美元化道阻且長！》，今夜北美盤，美國公佈了3月份的PPI數據。4月13日，美國勞工部發布的數據顯示，美國3月PPI同比2.7%，不僅顯著低於預期的3%，較前值4.6%也大幅下降，併爲連續第九個月放緩。圖片剔除食品、能源和貿易後，美國3月核心PPI同比3.4%，持平預期3.4%，但遠低於前值的4.4%，環比增速-0.1%，低於預期的0.2%和前值0%。數據公佈後，推動美股期貨短線上漲，美元指數則下探觸及100.95的時段新低，金銀則順勢刷出新高。此外，隔夜公佈的3月份美聯儲會議紀要顯示，FOMC曾考慮過3月份暫停加息，也有一些與會者考慮加息50個基點，最終選擇了25個基點的加息幅度。3月份的銀行業危機迫使FOMC的官員們降低了利率路徑的預期，並且也首次公開承認，2023年美國經濟將會出現“輕度衰退”，並在隨後兩年出現復甦。近期全球很多國家的去美元化行動如火如荼，這樣的大背景，如果美國不提起大刀，就意味着美元指數會繼續跌跌不休，那麼金銀價格持續創新高的行情就會延續下去。背後的一些觀點，我今天在學員羣裏也解釋過了，這裏不再贅述。圖片圖片圖片那麼今夜，我們就聊一聊最近做的功課：MLOPS概念研究！MLOps即機器學習運維，是一種能夠幫助團隊更有效地開發、部署和維護機器學習模型的實踐。能夠進行模型全鏈路生命週期的管理，協調各個部分確保整個流程高效的運轉。圖片機構調查調查發現，只有53%的項目能夠從AI原型轉化爲生產。原因是模型全鏈路生命週期管理存在問題。而MLOps能夠通過改進數據管理、加強模型監控、提高模型部署效率和加強團隊協作等方式爲機器學習模型全生命週期建設標準化、自動化、可持續改進的過程管理體系，從而能夠有效緩解AI生產過程的各種管理問題，提升AI生產的轉化效率。因此，可以說MLOps是AI公司的“賣鏟","listText":"繼隔夜美國公佈了3月份的CPI數據之後《0412：通脹數據降低加息預期，去美元化道阻且長！》，今夜北美盤，美國公佈了3月份的PPI數據。4月13日，美國勞工部發布的數據顯示，美國3月PPI同比2.7%，不僅顯著低於預期的3%，較前值4.6%也大幅下降，併爲連續第九個月放緩。圖片剔除食品、能源和貿易後，美國3月核心PPI同比3.4%，持平預期3.4%，但遠低於前值的4.4%，環比增速-0.1%，低於預期的0.2%和前值0%。數據公佈後，推動美股期貨短線上漲，美元指數則下探觸及100.95的時段新低，金銀則順勢刷出新高。此外，隔夜公佈的3月份美聯儲會議紀要顯示，FOMC曾考慮過3月份暫停加息，也有一些與會者考慮加息50個基點，最終選擇了25個基點的加息幅度。3月份的銀行業危機迫使FOMC的官員們降低了利率路徑的預期，並且也首次公開承認，2023年美國經濟將會出現“輕度衰退”，並在隨後兩年出現復甦。近期全球很多國家的去美元化行動如火如荼，這樣的大背景，如果美國不提起大刀，就意味着美元指數會繼續跌跌不休，那麼金銀價格持續創新高的行情就會延續下去。背後的一些觀點，我今天在學員羣裏也解釋過了，這裏不再贅述。圖片圖片圖片那麼今夜，我們就聊一聊最近做的功課：MLOPS概念研究！MLOps即機器學習運維，是一種能夠幫助團隊更有效地開發、部署和維護機器學習模型的實踐。能夠進行模型全鏈路生命週期的管理，協調各個部分確保整個流程高效的運轉。圖片機構調查調查發現，只有53%的項目能夠從AI原型轉化爲生產。原因是模型全鏈路生命週期管理存在問題。而MLOps能夠通過改進數據管理、加強模型監控、提高模型部署效率和加強團隊協作等方式爲機器學習模型全生命週期建設標準化、自動化、可持續改進的過程管理體系，從而能夠有效緩解AI生產過程的各種管理問題，提升AI生產的轉化效率。因此，可以說MLOps是AI公司的“賣鏟","text":"繼隔夜美國公佈了3月份的CPI數據之後《0412：通脹數據降低加息預期，去美元化道阻且長！》，今夜北美盤，美國公佈了3月份的PPI數據。4月13日，美國勞工部發布的數據顯示，美國3月PPI同比2.7%，不僅顯著低於預期的3%，較前值4.6%也大幅下降，併爲連續第九個月放緩。圖片剔除食品、能源和貿易後，美國3月核心PPI同比3.4%，持平預期3.4%，但遠低於前值的4.4%，環比增速-0.1%，低於預期的0.2%和前值0%。數據公佈後，推動美股期貨短線上漲，美元指數則下探觸及100.95的時段新低，金銀則順勢刷出新高。此外，隔夜公佈的3月份美聯儲會議紀要顯示，FOMC曾考慮過3月份暫停加息，也有一些與會者考慮加息50個基點，最終選擇了25個基點的加息幅度。3月份的銀行業危機迫使FOMC的官員們降低了利率路徑的預期，並且也首次公開承認，2023年美國經濟將會出現“輕度衰退”，並在隨後兩年出現復甦。近期全球很多國家的去美元化行動如火如荼，這樣的大背景，如果美國不提起大刀，就意味着美元指數會繼續跌跌不休，那麼金銀價格持續創新高的行情就會延續下去。背後的一些觀點，我今天在學員羣裏也解釋過了，這裏不再贅述。圖片圖片圖片那麼今夜，我們就聊一聊最近做的功課：MLOPS概念研究！MLOps即機器學習運維，是一種能夠幫助團隊更有效地開發、部署和維護機器學習模型的實踐。能夠進行模型全鏈路生命週期的管理，協調各個部分確保整個流程高效的運轉。圖片機構調查調查發現，只有53%的項目能夠從AI原型轉化爲生產。原因是模型全鏈路生命週期管理存在問題。而MLOps能夠通過改進數據管理、加強模型監控、提高模型部署效率和加強團隊協作等方式爲機器學習模型全生命週期建設標準化、自動化、可持續改進的過程管理體系，從而能夠有效緩解AI生產過程的各種管理問題，提升AI生產的轉化效率。因此，可以說MLOps是AI公司的“賣鏟","images":[{"img":"https://static.tigerbbs.com/22702b4a589a2813d6c8906fa9601c6e","width":"494","height":"781"},{"img":"https://static.tigerbbs.com/7b6d5314b4d4df5ec051cd22a35ea9d7","width":"554","height":"310"},{"img":"https://static.tigerbbs.com/3cc843d04ee3831821b322d8173461aa","width":"553","height":"218"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/651931763","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942443747,"gmtCreate":1681290259990,"gmtModify":1681290263710,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942443747","repostId":"2326960594","repostType":4,"repost":{"id":"2326960594","pubTimestamp":1681281010,"share":"https://ttm.financial/m/news/2326960594?lang=&edition=fundamental","pubTime":"2023-04-12 14:30","market":"us","language":"en","title":"Fed’s Meeting Minutes to Detail How Officials Weighed Bank Risks","url":"https://stock-news.laohu8.com/highlight/detail?id=2326960594","media":"Bloomberg","summary":"Policymakers met just days after banks collapsed last monthMinutes could offer clues on how official","content":"<html><head></head><body><ul><li><p>Policymakers met just days after banks collapsed last month</p></li><li><p>Minutes could offer clues on how officials assess rate path</p></li></ul><p>The Federal Reserve will offer new insight Wednesday into how policymakers reached one of their most difficult decisions in years, shrugging off bank failures that roiled markets last month to deliver a quarter-percentage-point rate hike amid signs of stubborn price pressures.</p><p style=\"text-align: start;\">The Fed’s rate increase last month, which brought their benchmark rate to a range of 4.75%-5%, had a “very strong consensus” among committee members, Chair Jerome Powell told reporters in a press conference following the March 21-22 Federal Open Market Committee meeting. All eyes will be on the minutes from that gathering, set to be released Wednesday at 2 p.m. in Washington, for details about the debate. </p><p style=\"text-align: start;\">“The overall message should still be that there’s a lot of uncertainty, but we know that we have an inflation problem still — that will be number one,” said Citigroup Inc. economist Veronica Clark.</p><h3 style=\"text-align: start;\">Weighing Trade-offs</h3><p style=\"text-align: start;\">The March rate hike came at a tumultuous time: Silicon Valley Bank had collapsed less than two weeks earlier, and Fed officials were unsure how widespread the banking turmoil would be. With inflation still running much higher than the Fed’s 2% target, officials increased rates, but not by as much as some Fed watchers had thought they might before the bank troubles unfolded.</p><p>Analysts will be looking to the minutes for insight into how policymakers weighed the need to further tighten to bring down inflation against the possibility of exacerbating angst in financial markets. </p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb8248d5e151e68ca7cdc65b550549f5\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"675\"/></p>A key question, raised by Powell after the meeting and many of his colleagues in the weeks since, is the extent to which tighter lending conditions will filter through to the economy as the Fed tries to cool inflation and the labor market.<p></p><h3 style=\"text-align: start;\">Future Policy</h3><p style=\"text-align: start;\">The unpredictability of that has left economists and market participants scratching their heads about what the path of Fed policy could look like going forward. </p><p style=\"text-align: start;\">Fed officials in March removed language from their post-meeting statement that said that “ongoing” increases in the policy rate would be appropriate, saying instead that “some” additional tightening may be warranted. They also estimated that interest rates would rise to 5.1% by year-end, according to their median forecast, implying one more quarter-point move.</p><p>With policy now being conducted much more on a meeting-by-meeting basis, investors will look to the minutes for signs of how many officials may support further hikes. </p><p style=\"text-align: start;\">“Things have changed, we’ve gotten some stability in markets and volatility has come off a bit, but how is the base case evolving,” said Brett Ryan, senior US economist at Deutsche Bank AG. “It’s really important to see how much, in terms of upside risks to rate hikes going forward, did this latest episode truncate those upside risks.”</p><h3 style=\"text-align: start;\">Bank Fallout</h3><p style=\"text-align: start;\">The minutes from the Fed’s March meeting will also provide an important glimpse into how the country’s top banking regulators viewed the financial stability risks stemming from the bank collapses and their fallout. </p><p>Minutes from their previous meeting, at the beginning of February, showed that some of the problems that led to SVB’s failure, namely unrealized losses in their Treasury holdings, were discussed as a potential risk to the financial sector. </p><p style=\"text-align: start;\">Powell, at the post-meeting press conference in March, said officials were stumped by the rapid run on SVB. And New York Fed President John Williams this week said he didn’t think there was a link between the Fed’s aggressive rate increases and stress in the banking sector.</p><p style=\"text-align: start;\">A lending pullback could help the Fed in its attempt to cool inflation, though it’s unclear exactly how much and for how long tighter credit conditions will impact the economy.</p><p style=\"text-align: start;\">“They’re kind of increasingly confident that they’ve avoided a crisis, so it seems to me if they were willing to carry forward at that time, then all else equal they’d probably be more willing to carry forward today, depending of course on whether it’s necessary or not,” said Stephen Stanley, chief US economist at Santander US Capital Markets LLC.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s Meeting Minutes to Detail How Officials Weighed Bank Risks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nFed’s Meeting Minutes to Detail How Officials Weighed Bank Risks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-12 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-12/fed-s-meeting-minutes-to-detail-how-officials-weighed-bank-risks?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Policymakers met just days after banks collapsed last monthMinutes could offer clues on how officials assess rate pathThe Federal Reserve will offer new insight Wednesday into how policymakers reached...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-12/fed-s-meeting-minutes-to-detail-how-officials-weighed-bank-risks?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2023-04-12/fed-s-meeting-minutes-to-detail-how-officials-weighed-bank-risks?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326960594","content_text":"Policymakers met just days after banks collapsed last monthMinutes could offer clues on how officials assess rate pathThe Federal Reserve will offer new insight Wednesday into how policymakers reached one of their most difficult decisions in years, shrugging off bank failures that roiled markets last month to deliver a quarter-percentage-point rate hike amid signs of stubborn price pressures.The Fed’s rate increase last month, which brought their benchmark rate to a range of 4.75%-5%, had a “very strong consensus” among committee members, Chair Jerome Powell told reporters in a press conference following the March 21-22 Federal Open Market Committee meeting. All eyes will be on the minutes from that gathering, set to be released Wednesday at 2 p.m. in Washington, for details about the debate. “The overall message should still be that there’s a lot of uncertainty, but we know that we have an inflation problem still — that will be number one,” said Citigroup Inc. economist Veronica Clark.Weighing Trade-offsThe March rate hike came at a tumultuous time: Silicon Valley Bank had collapsed less than two weeks earlier, and Fed officials were unsure how widespread the banking turmoil would be. With inflation still running much higher than the Fed’s 2% target, officials increased rates, but not by as much as some Fed watchers had thought they might before the bank troubles unfolded.Analysts will be looking to the minutes for insight into how policymakers weighed the need to further tighten to bring down inflation against the possibility of exacerbating angst in financial markets. A key question, raised by Powell after the meeting and many of his colleagues in the weeks since, is the extent to which tighter lending conditions will filter through to the economy as the Fed tries to cool inflation and the labor market.Future PolicyThe unpredictability of that has left economists and market participants scratching their heads about what the path of Fed policy could look like going forward. Fed officials in March removed language from their post-meeting statement that said that “ongoing” increases in the policy rate would be appropriate, saying instead that “some” additional tightening may be warranted. They also estimated that interest rates would rise to 5.1% by year-end, according to their median forecast, implying one more quarter-point move.With policy now being conducted much more on a meeting-by-meeting basis, investors will look to the minutes for signs of how many officials may support further hikes. “Things have changed, we’ve gotten some stability in markets and volatility has come off a bit, but how is the base case evolving,” said Brett Ryan, senior US economist at Deutsche Bank AG. “It’s really important to see how much, in terms of upside risks to rate hikes going forward, did this latest episode truncate those upside risks.”Bank FalloutThe minutes from the Fed’s March meeting will also provide an important glimpse into how the country’s top banking regulators viewed the financial stability risks stemming from the bank collapses and their fallout. Minutes from their previous meeting, at the beginning of February, showed that some of the problems that led to SVB’s failure, namely unrealized losses in their Treasury holdings, were discussed as a potential risk to the financial sector. Powell, at the post-meeting press conference in March, said officials were stumped by the rapid run on SVB. And New York Fed President John Williams this week said he didn’t think there was a link between the Fed’s aggressive rate increases and stress in the banking sector.A lending pullback could help the Fed in its attempt to cool inflation, though it’s unclear exactly how much and for how long tighter credit conditions will impact the economy.“They’re kind of increasingly confident that they’ve avoided a crisis, so it seems to me if they were willing to carry forward at that time, then all else equal they’d probably be more willing to carry forward today, depending of course on whether it’s necessary or not,” said Stephen Stanley, chief US economist at Santander US Capital Markets LLC.","news_type":1},"isVote":1,"tweetType":1,"viewCount":897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942587508,"gmtCreate":1681256586204,"gmtModify":1681256589666,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Thanks for sharing","listText":"Thanks for sharing","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":35,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942587508","repostId":"2326672953","repostType":2,"repost":{"id":"2326672953","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1681243393,"share":"https://ttm.financial/m/news/2326672953?lang=&edition=fundamental","pubTime":"2023-04-12 04:03","market":"us","language":"en","title":"U.S. STOCKS-Wall St Ends Mixed As Inflation Data Comes Into Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2326672953","media":"Reuters","summary":"(Reuters) - Wall Street stocks ended mixed on Tuesday, losing steam late in the session as investors","content":"<html><head></head><body><p>(Reuters) - Wall Street stocks ended mixed on Tuesday, losing steam late in the session as investors awaited crucial inflation data and the unofficial kick-off of first-quarter reporting season.</p><p style=\"text-align: start;\">The Dow closed in positive territory with economically sensitive sectors such as industrials, materials and transports providing a boost, while tech and tech-adjacent megacap stocks pulled the Nasdaq to a lower close.</p><p>The bellwether S&amp;P 500 ended essentially unchanged.</p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7193100662959d4987780513625da5f4\" tg-width=\"1080\" tg-height=\"1920\"/></p><p></p><p style=\"text-align: start;\">&#34;When you see cyclicals leading, that is saying that recession worries could be somewhat overblown,&#34; said Ryan Detrick, chief market strategist at Carson Group in Omaha. &#34;That&#39;s a healthy sign, what you wouldn&#39;t expect to see if we were headed straight for recession.&#34;</p><p style=\"text-align: start;\">Stocks briefly gained momentum in the afternoon as Chicago Fed President Austan Goolsbee urged caution, warning that the Federal Reserve needs to be careful about raising rates too aggressively in its efforts to tame inflation.</p><p>With a lack of market moving catalysts, investors looked ahead to Wednesday&#39;s consumer price index (CPI) for any evidence that the long, slow inflation cooldown continues.</p><p style=\"text-align: start;\">&#34;It&#39;s the calm before the storm,&#34; Detrick added. &#34;With huge inflation data tomorrow, Fed minutes coming out soon and earnings right around the corner, traders are taking a wait and see approach to see how the inflation data comes in.&#34;</p><p style=\"text-align: start;\">On a monthly basis, analysts see headline and core CPI cooling to 0.2% and 0.4%, respectively. But year-on-year, while consensus estimates call for a significant drop in the headline number - to 5.2% from 6.0% - the core measure, which strips out volatile food and energy prices, is expected to gain heat, rising to 5.6% from 5.5%.</p><p style=\"text-align: start;\">As inflation slowly cools to the Fed&#39;s average annual 2% target, market participants are banking on a 67% likelihood of another 25 basis point interest rate hike at the conclusion of its May monetary policy meeting, according to CME&#39;s FedWatch tool.</p><p>&#34;(The) 25 basis point hike is probably going to happen, and is baked into stock prices,&#34; said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. &#34;How they position it for the next meeting is key, because so many people are expecting a downturn in the economy.&#34;</p><p>Beyond CPI, investors are eyeing first-quarter reporting season, which surges from the starting gate on Friday with results from three major banks, Citigroup Inc (C.N), JPMorgan Chase &amp; Co (JPM.N) and Wells Fargo &amp; Co (WFC.N).</p><p style=\"text-align: start;\">Analysts expect aggregate first-quarter S&amp;P 500 earnings falling 5.2% year-on-year, a stark reversal from the 1.4% annual growth seen at the beginning of the quarter.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average (.DJI) rose 98.27 points, or 0.29%, to 33,684.79; the S&amp;P 500 (.SPX) lost 0.17 points, essentially flat, at 4,108.94; and the Nasdaq Composite (.IXIC) dropped 52.48 points, or 0.43%, to 12,031.88.</p><p style=\"text-align: start;\">Among the 11 major sectors of the S&amp;P 500, communication services (.SPLRCL) and tech (.SPLRCT) ended in the red, while energy (.SPNY) and financials (.SPSY) enjoyed the largest percentage gains.</p><p style=\"text-align: start;\">Cryptocurrency-related shares such as <a href=\"https://laohu8.com/S/COIN\">Coinbase Global Inc </a>, <a href=\"https://laohu8.com/S/RIOT\">Riot Platforms Inc </a> and <a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings Inc </a> climbed between 6% and 17% as bitcoin broke through the $30,000 level for the first time in 10 months.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/KMX\">CarMax Inc </a> surged 9.6% after the used-car retailer posted a consensus-beating quarterly profit.</p><p style=\"text-align: start;\">Drugmaker <a href=\"https://laohu8.com/S/MRNA\">Moderna Inc </a> slipped 3.1% after the company said its closely watched flu vaccine failed to meet the criteria for &#34;early success&#34; in a late-stage trial.</p><p style=\"text-align: start;\">Advancing issues outnumbered decliners on the NYSE by a 3.04-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.</p><p style=\"text-align: start;\">The S&amp;P 500 posted nine new 52-week highs and no new lows; the Nasdaq Composite recorded 64 new highs and 118 new lows.</p><p style=\"text-align: start;\">Volume on U.S. exchanges was 9.84 billion shares, compared with the 11.95 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. STOCKS-Wall St Ends Mixed As Inflation Data Comes Into Focus</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\">\nU.S. STOCKS-Wall St Ends Mixed As Inflation Data Comes Into Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-04-12 04:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street stocks ended mixed on Tuesday, losing steam late in the session as investors awaited crucial inflation data and the unofficial kick-off of first-quarter reporting season.</p><p style=\"text-align: start;\">The Dow closed in positive territory with economically sensitive sectors such as industrials, materials and transports providing a boost, while tech and tech-adjacent megacap stocks pulled the Nasdaq to a lower close.</p><p>The bellwether S&amp;P 500 ended essentially unchanged.</p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7193100662959d4987780513625da5f4\" tg-width=\"1080\" tg-height=\"1920\"/></p><p></p><p style=\"text-align: start;\">&#34;When you see cyclicals leading, that is saying that recession worries could be somewhat overblown,&#34; said Ryan Detrick, chief market strategist at Carson Group in Omaha. &#34;That&#39;s a healthy sign, what you wouldn&#39;t expect to see if we were headed straight for recession.&#34;</p><p style=\"text-align: start;\">Stocks briefly gained momentum in the afternoon as Chicago Fed President Austan Goolsbee urged caution, warning that the Federal Reserve needs to be careful about raising rates too aggressively in its efforts to tame inflation.</p><p>With a lack of market moving catalysts, investors looked ahead to Wednesday&#39;s consumer price index (CPI) for any evidence that the long, slow inflation cooldown continues.</p><p style=\"text-align: start;\">&#34;It&#39;s the calm before the storm,&#34; Detrick added. &#34;With huge inflation data tomorrow, Fed minutes coming out soon and earnings right around the corner, traders are taking a wait and see approach to see how the inflation data comes in.&#34;</p><p style=\"text-align: start;\">On a monthly basis, analysts see headline and core CPI cooling to 0.2% and 0.4%, respectively. But year-on-year, while consensus estimates call for a significant drop in the headline number - to 5.2% from 6.0% - the core measure, which strips out volatile food and energy prices, is expected to gain heat, rising to 5.6% from 5.5%.</p><p style=\"text-align: start;\">As inflation slowly cools to the Fed&#39;s average annual 2% target, market participants are banking on a 67% likelihood of another 25 basis point interest rate hike at the conclusion of its May monetary policy meeting, according to CME&#39;s FedWatch tool.</p><p>&#34;(The) 25 basis point hike is probably going to happen, and is baked into stock prices,&#34; said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. &#34;How they position it for the next meeting is key, because so many people are expecting a downturn in the economy.&#34;</p><p>Beyond CPI, investors are eyeing first-quarter reporting season, which surges from the starting gate on Friday with results from three major banks, Citigroup Inc (C.N), JPMorgan Chase &amp; Co (JPM.N) and Wells Fargo &amp; Co (WFC.N).</p><p style=\"text-align: start;\">Analysts expect aggregate first-quarter S&amp;P 500 earnings falling 5.2% year-on-year, a stark reversal from the 1.4% annual growth seen at the beginning of the quarter.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average (.DJI) rose 98.27 points, or 0.29%, to 33,684.79; the S&amp;P 500 (.SPX) lost 0.17 points, essentially flat, at 4,108.94; and the Nasdaq Composite (.IXIC) dropped 52.48 points, or 0.43%, to 12,031.88.</p><p style=\"text-align: start;\">Among the 11 major sectors of the S&amp;P 500, communication services (.SPLRCL) and tech (.SPLRCT) ended in the red, while energy (.SPNY) and financials (.SPSY) enjoyed the largest percentage gains.</p><p style=\"text-align: start;\">Cryptocurrency-related shares such as <a href=\"https://laohu8.com/S/COIN\">Coinbase Global Inc </a>, <a href=\"https://laohu8.com/S/RIOT\">Riot Platforms Inc </a> and <a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings Inc </a> climbed between 6% and 17% as bitcoin broke through the $30,000 level for the first time in 10 months.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/KMX\">CarMax Inc </a> surged 9.6% after the used-car retailer posted a consensus-beating quarterly profit.</p><p style=\"text-align: start;\">Drugmaker <a href=\"https://laohu8.com/S/MRNA\">Moderna Inc </a> slipped 3.1% after the company said its closely watched flu vaccine failed to meet the criteria for &#34;early success&#34; in a late-stage trial.</p><p style=\"text-align: start;\">Advancing issues outnumbered decliners on the NYSE by a 3.04-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.</p><p style=\"text-align: start;\">The S&amp;P 500 posted nine new 52-week highs and no new lows; the Nasdaq Composite recorded 64 new highs and 118 new lows.</p><p style=\"text-align: start;\">Volume on U.S. exchanges was 9.84 billion shares, compared with the 11.95 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326672953","content_text":"(Reuters) - Wall Street stocks ended mixed on Tuesday, losing steam late in the session as investors awaited crucial inflation data and the unofficial kick-off of first-quarter reporting season.The Dow closed in positive territory with economically sensitive sectors such as industrials, materials and transports providing a boost, while tech and tech-adjacent megacap stocks pulled the Nasdaq to a lower close.The bellwether S&P 500 ended essentially unchanged.\"When you see cyclicals leading, that is saying that recession worries could be somewhat overblown,\" said Ryan Detrick, chief market strategist at Carson Group in Omaha. \"That's a healthy sign, what you wouldn't expect to see if we were headed straight for recession.\"Stocks briefly gained momentum in the afternoon as Chicago Fed President Austan Goolsbee urged caution, warning that the Federal Reserve needs to be careful about raising rates too aggressively in its efforts to tame inflation.With a lack of market moving catalysts, investors looked ahead to Wednesday's consumer price index (CPI) for any evidence that the long, slow inflation cooldown continues.\"It's the calm before the storm,\" Detrick added. \"With huge inflation data tomorrow, Fed minutes coming out soon and earnings right around the corner, traders are taking a wait and see approach to see how the inflation data comes in.\"On a monthly basis, analysts see headline and core CPI cooling to 0.2% and 0.4%, respectively. But year-on-year, while consensus estimates call for a significant drop in the headline number - to 5.2% from 6.0% - the core measure, which strips out volatile food and energy prices, is expected to gain heat, rising to 5.6% from 5.5%.As inflation slowly cools to the Fed's average annual 2% target, market participants are banking on a 67% likelihood of another 25 basis point interest rate hike at the conclusion of its May monetary policy meeting, according to CME's FedWatch tool.\"(The) 25 basis point hike is probably going to happen, and is baked into stock prices,\" said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. \"How they position it for the next meeting is key, because so many people are expecting a downturn in the economy.\"Beyond CPI, investors are eyeing first-quarter reporting season, which surges from the starting gate on Friday with results from three major banks, Citigroup Inc (C.N), JPMorgan Chase & Co (JPM.N) and Wells Fargo & Co (WFC.N).Analysts expect aggregate first-quarter S&P 500 earnings falling 5.2% year-on-year, a stark reversal from the 1.4% annual growth seen at the beginning of the quarter.The Dow Jones Industrial Average (.DJI) rose 98.27 points, or 0.29%, to 33,684.79; the S&P 500 (.SPX) lost 0.17 points, essentially flat, at 4,108.94; and the Nasdaq Composite (.IXIC) dropped 52.48 points, or 0.43%, to 12,031.88.Among the 11 major sectors of the S&P 500, communication services (.SPLRCL) and tech (.SPLRCT) ended in the red, while energy (.SPNY) and financials (.SPSY) enjoyed the largest percentage gains.Cryptocurrency-related shares such as Coinbase Global Inc , Riot Platforms Inc  and Marathon Digital Holdings Inc  climbed between 6% and 17% as bitcoin broke through the $30,000 level for the first time in 10 months.CarMax Inc  surged 9.6% after the used-car retailer posted a consensus-beating quarterly profit.Drugmaker Moderna Inc  slipped 3.1% after the company said its closely watched flu vaccine failed to meet the criteria for \"early success\" in a late-stage trial.Advancing issues outnumbered decliners on the NYSE by a 3.04-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.The S&P 500 posted nine new 52-week highs and no new lows; the Nasdaq Composite recorded 64 new highs and 118 new lows.Volume on U.S. exchanges was 9.84 billion shares, compared with the 11.95 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942075088,"gmtCreate":1681093014444,"gmtModify":1681093019038,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Good for Tesla.","listText":"Good for Tesla.","text":"Good for Tesla.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942075088","repostId":"2326356576","repostType":4,"repost":{"id":"2326356576","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1681092577,"share":"https://ttm.financial/m/news/2326356576?lang=&edition=fundamental","pubTime":"2023-04-10 10:09","market":"us","language":"en","title":"The EPA May Tighten Its EV Standards. These Companies Could Shine","url":"https://stock-news.laohu8.com/highlight/detail?id=2326356576","media":"Dow Jones","summary":"The Biden administration will likely tighten emissions rules this coming week. For investors, that c","content":"<html><head></head><body><p>The Biden administration will likely tighten emissions rules this coming week. For investors, that could mean more electric vehicles on roads sooner than expected.</p><p>There are endless EV numbers to track, and following multiple governments&#39; and companies&#39; goals is no easy task. Investors will have to try, however, if they hope to pick automotive winners and losers in coming years -- and there are a few potential standouts already.</p><p>Environmental Protection Agency officials are set to reveal new pollution standards on Wednesday in Detroit, The New York Times reported on Saturday . The practical impact of the standards would mean that two-thirds of all new passenger vehicles in the U.S. would be all-electric by 2032.</p><p>The EPA didn&#39;t immediately respond to Barron&#39;s request for comment about the report.</p><p>It can feel like different governments&#39; and companies&#39; goals never match up with another. There&#39;s also the problem of comparing apples to oranges: Many EV goals, including the EPA&#39;s, include plug-in hybrid vehicles, or PHEVs, and all-battery electric vehicles, or BEVs.</p><p>Take <a href=\"https://laohu8.com/S/TM\">Toyota Motor</a>: In 2021, the company wanted to sell about 3.5 million BEVs by the end of the decade. That would amount to roughly 35% penetration of Toyota new car sales. On Friday, Toyota updated its goals: It now wants to sell 1.5 million BEVs annually by 2026. That would be about 15% penetration of its car sales by 2026.</p><p>While Toyota sold less than 30,000 all-electric vehicles in 2022, the Japanese auto maker sold roughly 2.7 million &#34;electrified&#34; vehicles that year. About 2.6 million of those were hybrids and PHEVs.</p><p>Being dominant in hybrids is fine, but BEVs are gaining more market share versus PHEVs as batteries get cheaper and charging times improve. Several years ago, adding some batteries and a small electric motor to a conventional vehicle increased costs slightly while improving mileage. Now, vehicles with traditional engines and batteries can be more expensive to maintain and purchase than BEVs.</p><p>BEV sales accounted for roughly 75% of all plug-in vehicles in 2022. In 2015, a couple of years before Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> launched its BEV Model 3, PHEVs represented about half of all plug-in vehicle sales.</p><p>Toyota is lagging behind the competition -- and U.S. auto makers are fine with that. Ford Motor <a href=\"https://laohu8.com/S/F\">$(F)$</a> plans to be sell BEVs at a &#34;run-rate&#34; of 2 million units a year by the end of 2026, which would require constantly increasing sales. Ford&#39;s goals imply that by 2027, about 50% of its global sales should be all-electric.</p><p>General Motors <a href=\"https://laohu8.com/S/GM\">$(GM)$</a>, meanwhile, is hoping to sell 1 million EVs a year in North America by 2025, or roughly 33% of all of its new North American vehicle sales. GM wants to be an all-electric seller around the world by 2035, too.</p><p>GM doesn&#39;t have a European business anymore. The bulk of its vehicles are sold in the U.S. and China.</p><p>In the U.S., about 810,000, or 6%, of all passenger vehicle sales were battery-electric in 2022, up about 66% year over year. New, stricter EPA standards could help drive that number higher and faster.</p><p>Don&#39;t forget California: It&#39;s more aggressive than the EPA. The Golden State wants to have about 68% of all new passenger vehicles sold in the state to be either all-electric, fuel cell-powered, or plug-in hybrid vehicles by 2030. By 2032, when the EPA wants 67% EV penetration, according to the Times report, California is aiming for 82%.</p><p>These numbers may seem lofty, but the rest of the world is ahead of the U.S. In Western Europe, BEVs made up roughly 1.6 million units -- or 13% to 14% -- of all new vehicle sales in 2022, up about 33% compared with 2021.</p><p>Meanwhile, about 4.4 million BEVs were sold in China in 2022, up about 85% year over year, accounting for roughly 22% of all new vehicle sales. Citi analyst Jeff Chung predicts that roughly 6 million BEVs will be sold in China sold in 2023, or 30% of all new vehicle sales in the country.</p><p>Putting it together, investors should expect EVs to comprise as much as 50% of all new vehicle sales by 2030. That works out to roughly 40 million to 45 million BEVs a year by the end of the decade -- and up from the roughly 8 million sold around the globe in 2022.</p><p>That&#39;s a lot of growth. And companies that don&#39;t plan to match that mix, or have the capacity and models to match that mix, risk losing market share. GM and Ford plan to meet those targets.</p><p>Then there is Tesla: It only sells BEVs. Wall Street expects it to sell about 1.8 million BEVs in and 3.5 million in 2026. Faster penetration of EV sales means less pressure on Tesla&#39;s market share of EV sales. The total addressable market increases as EV sales expand--and that&#39;s good for Tesla shares, too.</p><p>Tesla&#39;s market share of EV sales in the U.S. ended at about 65% in 2022. Globally, Tesla captured about 17% of total BEV sales.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The EPA May Tighten Its EV Standards. These Companies Could Shine</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe EPA May Tighten Its EV Standards. These Companies Could Shine\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-04-10 10:09</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Biden administration will likely tighten emissions rules this coming week. For investors, that could mean more electric vehicles on roads sooner than expected.</p><p>There are endless EV numbers to track, and following multiple governments&#39; and companies&#39; goals is no easy task. Investors will have to try, however, if they hope to pick automotive winners and losers in coming years -- and there are a few potential standouts already.</p><p>Environmental Protection Agency officials are set to reveal new pollution standards on Wednesday in Detroit, The New York Times reported on Saturday . The practical impact of the standards would mean that two-thirds of all new passenger vehicles in the U.S. would be all-electric by 2032.</p><p>The EPA didn&#39;t immediately respond to Barron&#39;s request for comment about the report.</p><p>It can feel like different governments&#39; and companies&#39; goals never match up with another. There&#39;s also the problem of comparing apples to oranges: Many EV goals, including the EPA&#39;s, include plug-in hybrid vehicles, or PHEVs, and all-battery electric vehicles, or BEVs.</p><p>Take <a href=\"https://laohu8.com/S/TM\">Toyota Motor</a>: In 2021, the company wanted to sell about 3.5 million BEVs by the end of the decade. That would amount to roughly 35% penetration of Toyota new car sales. On Friday, Toyota updated its goals: It now wants to sell 1.5 million BEVs annually by 2026. That would be about 15% penetration of its car sales by 2026.</p><p>While Toyota sold less than 30,000 all-electric vehicles in 2022, the Japanese auto maker sold roughly 2.7 million &#34;electrified&#34; vehicles that year. About 2.6 million of those were hybrids and PHEVs.</p><p>Being dominant in hybrids is fine, but BEVs are gaining more market share versus PHEVs as batteries get cheaper and charging times improve. Several years ago, adding some batteries and a small electric motor to a conventional vehicle increased costs slightly while improving mileage. Now, vehicles with traditional engines and batteries can be more expensive to maintain and purchase than BEVs.</p><p>BEV sales accounted for roughly 75% of all plug-in vehicles in 2022. In 2015, a couple of years before Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> launched its BEV Model 3, PHEVs represented about half of all plug-in vehicle sales.</p><p>Toyota is lagging behind the competition -- and U.S. auto makers are fine with that. Ford Motor <a href=\"https://laohu8.com/S/F\">$(F)$</a> plans to be sell BEVs at a &#34;run-rate&#34; of 2 million units a year by the end of 2026, which would require constantly increasing sales. Ford&#39;s goals imply that by 2027, about 50% of its global sales should be all-electric.</p><p>General Motors <a href=\"https://laohu8.com/S/GM\">$(GM)$</a>, meanwhile, is hoping to sell 1 million EVs a year in North America by 2025, or roughly 33% of all of its new North American vehicle sales. GM wants to be an all-electric seller around the world by 2035, too.</p><p>GM doesn&#39;t have a European business anymore. The bulk of its vehicles are sold in the U.S. and China.</p><p>In the U.S., about 810,000, or 6%, of all passenger vehicle sales were battery-electric in 2022, up about 66% year over year. New, stricter EPA standards could help drive that number higher and faster.</p><p>Don&#39;t forget California: It&#39;s more aggressive than the EPA. The Golden State wants to have about 68% of all new passenger vehicles sold in the state to be either all-electric, fuel cell-powered, or plug-in hybrid vehicles by 2030. By 2032, when the EPA wants 67% EV penetration, according to the Times report, California is aiming for 82%.</p><p>These numbers may seem lofty, but the rest of the world is ahead of the U.S. In Western Europe, BEVs made up roughly 1.6 million units -- or 13% to 14% -- of all new vehicle sales in 2022, up about 33% compared with 2021.</p><p>Meanwhile, about 4.4 million BEVs were sold in China in 2022, up about 85% year over year, accounting for roughly 22% of all new vehicle sales. Citi analyst Jeff Chung predicts that roughly 6 million BEVs will be sold in China sold in 2023, or 30% of all new vehicle sales in the country.</p><p>Putting it together, investors should expect EVs to comprise as much as 50% of all new vehicle sales by 2030. That works out to roughly 40 million to 45 million BEVs a year by the end of the decade -- and up from the roughly 8 million sold around the globe in 2022.</p><p>That&#39;s a lot of growth. And companies that don&#39;t plan to match that mix, or have the capacity and models to match that mix, risk losing market share. GM and Ford plan to meet those targets.</p><p>Then there is Tesla: It only sells BEVs. Wall Street expects it to sell about 1.8 million BEVs in and 3.5 million in 2026. Faster penetration of EV sales means less pressure on Tesla&#39;s market share of EV sales. The total addressable market increases as EV sales expand--and that&#39;s good for Tesla shares, too.</p><p>Tesla&#39;s market share of EV sales in the U.S. ended at about 65% in 2022. Globally, Tesla captured about 17% of total BEV sales.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","F":"福特汽车","TM":"丰田汽车","GM":"通用汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326356576","content_text":"The Biden administration will likely tighten emissions rules this coming week. For investors, that could mean more electric vehicles on roads sooner than expected.There are endless EV numbers to track, and following multiple governments' and companies' goals is no easy task. Investors will have to try, however, if they hope to pick automotive winners and losers in coming years -- and there are a few potential standouts already.Environmental Protection Agency officials are set to reveal new pollution standards on Wednesday in Detroit, The New York Times reported on Saturday . The practical impact of the standards would mean that two-thirds of all new passenger vehicles in the U.S. would be all-electric by 2032.The EPA didn't immediately respond to Barron's request for comment about the report.It can feel like different governments' and companies' goals never match up with another. There's also the problem of comparing apples to oranges: Many EV goals, including the EPA's, include plug-in hybrid vehicles, or PHEVs, and all-battery electric vehicles, or BEVs.Take Toyota Motor: In 2021, the company wanted to sell about 3.5 million BEVs by the end of the decade. That would amount to roughly 35% penetration of Toyota new car sales. On Friday, Toyota updated its goals: It now wants to sell 1.5 million BEVs annually by 2026. That would be about 15% penetration of its car sales by 2026.While Toyota sold less than 30,000 all-electric vehicles in 2022, the Japanese auto maker sold roughly 2.7 million \"electrified\" vehicles that year. About 2.6 million of those were hybrids and PHEVs.Being dominant in hybrids is fine, but BEVs are gaining more market share versus PHEVs as batteries get cheaper and charging times improve. Several years ago, adding some batteries and a small electric motor to a conventional vehicle increased costs slightly while improving mileage. Now, vehicles with traditional engines and batteries can be more expensive to maintain and purchase than BEVs.BEV sales accounted for roughly 75% of all plug-in vehicles in 2022. In 2015, a couple of years before Tesla $(TSLA)$ launched its BEV Model 3, PHEVs represented about half of all plug-in vehicle sales.Toyota is lagging behind the competition -- and U.S. auto makers are fine with that. Ford Motor $(F)$ plans to be sell BEVs at a \"run-rate\" of 2 million units a year by the end of 2026, which would require constantly increasing sales. Ford's goals imply that by 2027, about 50% of its global sales should be all-electric.General Motors $(GM)$, meanwhile, is hoping to sell 1 million EVs a year in North America by 2025, or roughly 33% of all of its new North American vehicle sales. GM wants to be an all-electric seller around the world by 2035, too.GM doesn't have a European business anymore. The bulk of its vehicles are sold in the U.S. and China.In the U.S., about 810,000, or 6%, of all passenger vehicle sales were battery-electric in 2022, up about 66% year over year. New, stricter EPA standards could help drive that number higher and faster.Don't forget California: It's more aggressive than the EPA. The Golden State wants to have about 68% of all new passenger vehicles sold in the state to be either all-electric, fuel cell-powered, or plug-in hybrid vehicles by 2030. By 2032, when the EPA wants 67% EV penetration, according to the Times report, California is aiming for 82%.These numbers may seem lofty, but the rest of the world is ahead of the U.S. In Western Europe, BEVs made up roughly 1.6 million units -- or 13% to 14% -- of all new vehicle sales in 2022, up about 33% compared with 2021.Meanwhile, about 4.4 million BEVs were sold in China in 2022, up about 85% year over year, accounting for roughly 22% of all new vehicle sales. Citi analyst Jeff Chung predicts that roughly 6 million BEVs will be sold in China sold in 2023, or 30% of all new vehicle sales in the country.Putting it together, investors should expect EVs to comprise as much as 50% of all new vehicle sales by 2030. That works out to roughly 40 million to 45 million BEVs a year by the end of the decade -- and up from the roughly 8 million sold around the globe in 2022.That's a lot of growth. And companies that don't plan to match that mix, or have the capacity and models to match that mix, risk losing market share. GM and Ford plan to meet those targets.Then there is Tesla: It only sells BEVs. Wall Street expects it to sell about 1.8 million BEVs in and 3.5 million in 2026. Faster penetration of EV sales means less pressure on Tesla's market share of EV sales. The total addressable market increases as EV sales expand--and that's good for Tesla shares, too.Tesla's market share of EV sales in the U.S. ended at about 65% in 2022. Globally, Tesla captured about 17% of total BEV sales.","news_type":1},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942071674,"gmtCreate":1681092341599,"gmtModify":1681092343571,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942071674","repostId":"2326659985","repostType":2,"repost":{"id":"2326659985","pubTimestamp":1681091927,"share":"https://ttm.financial/m/news/2326659985?lang=&edition=fundamental","pubTime":"2023-04-10 09:58","market":"us","language":"zh","title":"台积电赴这个国家建厂，差不多定了","url":"https://stock-news.laohu8.com/highlight/detail?id=2326659985","media":"半导体行业观察","summary":"对于赴德设厂，台积电表示还在评估中，尚未定案。外电先前曾披露，台积电已与德国萨克森邦相关单位磋商德累斯顿设厂计划，并已进入最后阶段，主要聚焦于官方补贴。不具名的台积电供应链高层透露，根据业界消息，目前已有多家协力厂接获通知，要求提供出货至德国的初步报价内容。台积电供应链指出，之前台积电要前进美国设厂，也有先征询产品报价。另外，台积电无论是前进美国或欧洲设置新厂，同样都会面临人才议题。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20230410100003228v1979nmj157w8wm\"/><p>来源：内容由半导体行业观察（ID：icbank）综合自经济日报，谢谢。</p><p><a href=\"https://laohu8.com/S/TSM\">台积电</a>供应链透露，近期陆续接获台积电要求提供设备、耗材、厂务设施等<span>出货</span>至德国的初步报价内容。台积电赴美设立亚利桑那州新厂前夕，也曾对供应商提出类似要求，之后便宣布美国新厂计划，业界研判，这次要求协力厂提供赴德报价资讯，意味台积电德国设厂计划应已接近成熟阶段。</p><p>对于赴德设厂，台积电表示还在评估中，尚未定案。台积电将于下周四（20日）举行法说会，外界预期，除了公布首季财报、营运展望，海外设厂规画进度等，也会是法人关注的焦点之一。</p><p>外电先前曾披露，台积电已与德国萨克森邦相关单位磋商德累斯顿设厂计划，并已进入最后阶段，主要聚焦于官方补贴。不具名的台积电供应链高层透露，根据业界消息，目前已有多家协力厂接获通知，要求提供出货至德国的初步报价内容。</p><p>据悉，目前台积电部分供应商仍规划维持在原来厂区生产，再运送到台积电的海外厂区，主要考量欧美地区各种成本都较高，必须等客户在海外的订单量达一定经济规模时，才会考虑前往设厂，改在当地生产。</p><p>台积电供应链指出，之前台积电要前进美国设厂，也有先征询产品报价。目前的做法是，若出货到台积电位于台湾的各厂区，运费由供应商自行吸收，如果是出货到其海外厂区，则相关空运作业与费用由台积电负担。</p><p>另一家台积电协力厂私下透露，之前经验是，台积电出面询问到的运费水准，比供应商询价还低廉，所以考量成本效益后就还是交由台积电处理。</p><p>业界认为，台积电若能顺利前进德国设厂，对于当地政府与业界客户来说，应该是十足的好消息，不但确保所需的半导体产能可在地化生产，还能增加当地就业机会。然而，台积电也必须承担海外设厂高成本压力，以及欧洲人才寻觅不易与工会强势等问题。</p><p>就成本而言，一家有供应德国汽车业设备的台系业者分析，在德国建厂的成本估计应与美国不相上下，都属于“贵森森”的国家，该公司曾经交出一批急单设备予德国客户，光是包航空货运专机的运费成本，就高达数百万元起跳。</p><p>另外，台积电无论是前进美国或欧洲设置新厂，同样都会面临人才议题。就德国的劳动与工会环境来说，以台厂过往并购当地企业的经验分析，有成也有败。</p><p>业界分析，姑且先不论晶圆厂初期建厂成本，与员工薪资福利水准，工作模式能否在当地顺利运行也是个问题。如台积电创办人张忠谋先前提到，在芯片业，要使昂贵的机台全年无休运作，不能随便停工，否则成本会很高。因此，台积电如果德国设厂，是否可招募到人才愿意像台籍员工一样当俗称的“轮班星人”，接受生产线需24小时有人员轮值，是一项考验。</p><p>目前所知，台积电若要在德国设厂，将会是建立专注于车用技术的特殊制程晶圆厂。先前业界传出相关设厂计划不一定能成局，主要是现在车用芯片产能供不应求的情况已明显缓解，台积电的车用客户可利用其既有厂区的产能。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20230410100005388v197qmc9y6yt0gc\"/><p>*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。</p><p><strong>今天是《半导体行业观察》为您分享的第3367内容，欢迎关注。</strong></p><p>推荐阅读</p><p>★越来越重要的SerDes</p><p>★射频芯片，不香了？</p><p>★巨头造芯，走向台前</p><p>半导体行业观察</p><img src=\"\"/><p>‘<strong>半导体第一垂直媒体</strong>’</p><p><strong>实时 专业 原创 深度</strong></p><p><strong>识别二维码</strong>，回复下方关键词，阅读更多</p><p>晶圆｜集成电路｜设备｜汽车芯片｜存储｜台积电｜AI｜封装</p><p>回复<strong>投稿</strong>，看《如何成为“半导体行业观察”的一员 》</p><p>回复<strong>搜索</strong>，还能轻松找到其他你感兴趣的文章！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20230410100012767v197f92k24axsiy\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电赴这个国家建厂，差不多定了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 09:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304101000148277fe81&s=b><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：内容由半导体行业观察（ID：icbank）综合自经济日报，谢谢。台积电供应链透露，近期陆续接获台积电要求提供设备、耗材、厂务设施等出货至德国的初步报价内容。台积电赴美设立亚利桑那州新厂前夕，也曾对供应商提出类似要求，之后便宣布美国新厂计划，业界研判，这次要求协力厂提供赴德报价资讯，意味台积电德国设厂计划应已接近成熟阶段。对于赴德设厂，台积电表示还在评估中，尚未定案。台积电将于下周四（20日）...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304101000148277fe81&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BK4532":"文艺复兴科技持仓","03145":"华夏亚洲高息股","TSM":"台积电","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0572939691.SGD":"Janus Henderson Horizon Asian 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SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304101000148277fe81&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2326659985","content_text":"来源：内容由半导体行业观察（ID：icbank）综合自经济日报，谢谢。台积电供应链透露，近期陆续接获台积电要求提供设备、耗材、厂务设施等出货至德国的初步报价内容。台积电赴美设立亚利桑那州新厂前夕，也曾对供应商提出类似要求，之后便宣布美国新厂计划，业界研判，这次要求协力厂提供赴德报价资讯，意味台积电德国设厂计划应已接近成熟阶段。对于赴德设厂，台积电表示还在评估中，尚未定案。台积电将于下周四（20日）举行法说会，外界预期，除了公布首季财报、营运展望，海外设厂规画进度等，也会是法人关注的焦点之一。外电先前曾披露，台积电已与德国萨克森邦相关单位磋商德累斯顿设厂计划，并已进入最后阶段，主要聚焦于官方补贴。不具名的台积电供应链高层透露，根据业界消息，目前已有多家协力厂接获通知，要求提供出货至德国的初步报价内容。据悉，目前台积电部分供应商仍规划维持在原来厂区生产，再运送到台积电的海外厂区，主要考量欧美地区各种成本都较高，必须等客户在海外的订单量达一定经济规模时，才会考虑前往设厂，改在当地生产。台积电供应链指出，之前台积电要前进美国设厂，也有先征询产品报价。目前的做法是，若出货到台积电位于台湾的各厂区，运费由供应商自行吸收，如果是出货到其海外厂区，则相关空运作业与费用由台积电负担。另一家台积电协力厂私下透露，之前经验是，台积电出面询问到的运费水准，比供应商询价还低廉，所以考量成本效益后就还是交由台积电处理。业界认为，台积电若能顺利前进德国设厂，对于当地政府与业界客户来说，应该是十足的好消息，不但确保所需的半导体产能可在地化生产，还能增加当地就业机会。然而，台积电也必须承担海外设厂高成本压力，以及欧洲人才寻觅不易与工会强势等问题。就成本而言，一家有供应德国汽车业设备的台系业者分析，在德国建厂的成本估计应与美国不相上下，都属于“贵森森”的国家，该公司曾经交出一批急单设备予德国客户，光是包航空货运专机的运费成本，就高达数百万元起跳。另外，台积电无论是前进美国或欧洲设置新厂，同样都会面临人才议题。就德国的劳动与工会环境来说，以台厂过往并购当地企业的经验分析，有成也有败。业界分析，姑且先不论晶圆厂初期建厂成本，与员工薪资福利水准，工作模式能否在当地顺利运行也是个问题。如台积电创办人张忠谋先前提到，在芯片业，要使昂贵的机台全年无休运作，不能随便停工，否则成本会很高。因此，台积电如果德国设厂，是否可招募到人才愿意像台籍员工一样当俗称的“轮班星人”，接受生产线需24小时有人员轮值，是一项考验。目前所知，台积电若要在德国设厂，将会是建立专注于车用技术的特殊制程晶圆厂。先前业界传出相关设厂计划不一定能成局，主要是现在车用芯片产能供不应求的情况已明显缓解，台积电的车用客户可利用其既有厂区的产能。*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。今天是《半导体行业观察》为您分享的第3367内容，欢迎关注。推荐阅读★越来越重要的SerDes★射频芯片，不香了？★巨头造芯，走向台前半导体行业观察‘半导体第一垂直媒体’实时 专业 原创 深度识别二维码，回复下方关键词，阅读更多晶圆｜集成电路｜设备｜汽车芯片｜存储｜台积电｜AI｜封装回复投稿，看《如何成为“半导体行业观察”的一员 》回复搜索，还能轻松找到其他你感兴趣的文章！","news_type":1},"isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942071326,"gmtCreate":1681092319166,"gmtModify":1681092322588,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942071326","repostId":"2326659677","repostType":2,"repost":{"id":"2326659677","pubTimestamp":1681091940,"share":"https://ttm.financial/m/news/2326659677?lang=&edition=fundamental","pubTime":"2023-04-10 09:59","market":"us","language":"zh","title":"特斯拉将在沪新建储能超级工厂 概念股早盘大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2326659677","media":"市场资讯","summary":"　　4月10日消息，储能板块早盘持续活跃，截至发稿，易事特涨超10%，科泰电源、派能科技、协鑫能科、高澜股份、英杰电气、科士达、德方纳米等涨超5%。　　特斯拉在9日宣布，将在上海新建一座储能超级工厂。这将是特斯拉在美国本土以外的首个储能超级工厂项目，也是2019年1月上海超级工厂开工后，特斯拉又一次对中国进行超级工厂投资。特斯拉储能超级工厂项目计划于2023年第三季度开工，2024年第二季度投产。","content":"<html><body><div>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/n/cn/min/640x360xxfhd/sz300376.png\"/>\n</div>\n<div>\n<div>\n<span>热点栏目</span>\n<s></s>\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n</div>\n客户端\n</div>\n</div>\n<p>　　4月10日消息，储能板块早盘持续活跃，截至发稿，<span><a href=\"https://laohu8.com/S/300376\">易事特</a></span><span></span>涨超10%，<span><a href=\"https://laohu8.com/S/300153\">科泰电源</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688063\">派能科技</a></span><span></span>、<span><a href=\"https://laohu8.com/S/002015\">协鑫能科</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300499\">高澜股份</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300820\">英杰电气</a></span><span></span>、<span><a href=\"https://laohu8.com/S/002518\">科士达</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300769\">德方纳米</a></span><span></span>等涨超5%。</p>\n<p><strong>　　消息面：</strong></p>\n<p>　　<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在9日宣布，将在上海新建一座储能超级工厂。这将是特斯拉在美国本土以外的首个储能超级工厂项目，也是2019年1月上海超级工厂开工后，特斯拉又一次对中国进行超级工厂投资。</p>\n<p>　　根据特斯拉的介绍，其储能超级工厂将规划生产特斯拉超大型商用储能电池（Megapack），初期规划年产商用储能电池可达1万台，储能规模近40GWh。特斯拉储能超级工厂项目计划于2023年第三季度开工，2024年第二季度投产。特斯拉对《环球时报》记者表示，特斯拉上海储能超级工厂的产品将面向全球市场。</p>\n<p>　　特斯拉在不久前公布的“秘密宏图”第三篇章中，将目标设定为全面转向可持续能源，2050年前实现能源100%可持续，特斯拉储能超级工厂项目也正是实现这一目标的重要举措之一。目前，特斯拉Megapack电池已经在美国、英国、澳大利亚等国投入应用。</p>\n<div>\n<span>炒股开户享福利，送投顾服务60天体验权，一对一指导服务！</span>\n<img src=\"\"/>\n</div>\n<div>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王涵 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉将在沪新建储能超级工厂 概念股早盘大涨</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; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉将在沪新建储能超级工厂 概念股早盘大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 09:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/gujiayidong/2023-04-10/doc-imypwefr1594139.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　4月10日消息，储能板块早盘持续活跃，截至发稿，易事特涨超10%，科泰电源、派能科技、协鑫能科、高澜股份、英杰电气、科士达、德方纳米等涨超5%。\n　　消息面：\n　　特斯拉在9日宣布，将在上海新建一座储能超级工厂。这将是特斯拉在美国本土以外的首个储能超级工厂项目，也是2019年1月上海超级工厂开工后，特斯拉又一次对中国进行...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/gujiayidong/2023-04-10/doc-imypwefr1594139.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth 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SGD-H"},"source_url":"https://finance.sina.com.cn/stock/gujiayidong/2023-04-10/doc-imypwefr1594139.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2326659677","content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　4月10日消息，储能板块早盘持续活跃，截至发稿，易事特涨超10%，科泰电源、派能科技、协鑫能科、高澜股份、英杰电气、科士达、德方纳米等涨超5%。\n　　消息面：\n　　特斯拉在9日宣布，将在上海新建一座储能超级工厂。这将是特斯拉在美国本土以外的首个储能超级工厂项目，也是2019年1月上海超级工厂开工后，特斯拉又一次对中国进行超级工厂投资。\n　　根据特斯拉的介绍，其储能超级工厂将规划生产特斯拉超大型商用储能电池（Megapack），初期规划年产商用储能电池可达1万台，储能规模近40GWh。特斯拉储能超级工厂项目计划于2023年第三季度开工，2024年第二季度投产。特斯拉对《环球时报》记者表示，特斯拉上海储能超级工厂的产品将面向全球市场。\n　　特斯拉在不久前公布的“秘密宏图”第三篇章中，将目标设定为全面转向可持续能源，2050年前实现能源100%可持续，特斯拉储能超级工厂项目也正是实现这一目标的重要举措之一。目前，特斯拉Megapack电池已经在美国、英国、澳大利亚等国投入应用。\n\n炒股开户享福利，送投顾服务60天体验权，一对一指导服务！\n\n\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王涵","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942057307,"gmtCreate":1681089881409,"gmtModify":1681089883150,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942057307","repostId":"1109064904","repostType":4,"repost":{"id":"1109064904","pubTimestamp":1681084517,"share":"https://ttm.financial/m/news/1109064904?lang=&edition=fundamental","pubTime":"2023-04-10 07:55","market":"sg","language":"en","title":"Singapore Bourse May Remain Stuck In Neutral On Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1109064904","media":"RTTNews","summary":"Ahead of the market holiday for Good Friday, the Singapore stock market had halted the four-day winn","content":"<html><head></head><body><p>Ahead of the market holiday for Good Friday, the Singapore stock market had halted the four-day winning streak in which it had jumped more than 60 points or 1.9 percent. The Straits Times Index now rests just above the 3,300-point plateau and it may spin its wheels again on Monday.</p><p style=\"text-align: start;\">There&#39;s not much of a global forecast, as most of the markets in Europe and the United States were closed on Friday for Good Friday. Key U.S. employment data was roughly in line with expectations, suggesting a steady if quiet session.</p><p style=\"text-align: start;\">The STI finished modestly lower on Thursday following losses from the property stocks and trusts, while the financials and industrials were mixed.</p><p style=\"text-align: start;\">For the day, the index sank 18.39 points or 0.55 percent to finish at 3,300.48 after trading between 3,291.65 and 3,314.74.</p><p style=\"text-align: start;\">Among the actives, Ascendas REIT and Hongkong Land both plunged 2.05 percent, while CapitaLand Integrated Commercial Trust dropped 0.49 percent, CapitaLand Investment and SingTel both skidded 0.79 percent, City Developments retreated 1.09 percent, Comfort DelGro slumped 0.83 percent, DBS Group rose 0.21 percent, Keppel Corp eased 0.17 percent, Mapletree Pan Asia Commercial Trust and Yangzijiang Shipbuilding both tumbled 1.63 percent, Mapletree Industrial Trust declined 1.24 percent, Mapletree Logistics Trust plummeted 2.59 percent, SATS and Singapore Technologies Engineering both stumbled 1.08 percent, SembCorp Industries climbed 1.15 percent, Thai Beverage surrendered 1.50 percent, United Overseas Bank sank 0.43 percent, Wilmar International tanked 1.89 percent and Emperador, Genting Singapore, Yangzijiang Financial and Oversea-Chinese Banking Corporation were unchanged.</p><p style=\"text-align: start;\">There is no lead from Wall Street as the stock and oil markets were closed for Good Friday. The big catalyst for the day, however, was the closely watched U.S. jobs report for March.</p><p>The Labor Department said that employment in the U.S. increased roughly in line with forecasts in March as non-farm payroll employment climbed by 236,000 jobs after jumping by an upwardly revised 326,000 jobs in February.</p><p style=\"text-align: start;\">Economists had expected employment to rise by about 240,000 jobs compared to the addition of 311,000 jobs originally reported for the previous month.</p><p style=\"text-align: start;\">Also, the unemployment rate edged down to 3.5 percent in March from 3.6 percent in February; the unemployment rate was expected to be unchanged.</p><p style=\"text-align: start;\">The numbers fall in the butter zone, which is to say good enough to dispel fears of an economic slowdown but not so good as the encourage the Federal Reserve to feel comfortable applying another rate hike anytime soon.</p></body></html>","source":"lsy1626938412129","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>Singapore Bourse May Remain Stuck In Neutral On Monday</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\">\nSingapore Bourse May Remain Stuck In Neutral On Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3355209/singapore-bourse-may-remain-stuck-in-neutral-on-monday.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ahead of the market holiday for Good Friday, the Singapore stock market had halted the four-day winning streak in which it had jumped more than 60 points or 1.9 percent. The Straits Times Index now ...</p>\n\n<a href=\"https://www.rttnews.com/3355209/singapore-bourse-may-remain-stuck-in-neutral-on-monday.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3355209/singapore-bourse-may-remain-stuck-in-neutral-on-monday.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109064904","content_text":"Ahead of the market holiday for Good Friday, the Singapore stock market had halted the four-day winning streak in which it had jumped more than 60 points or 1.9 percent. The Straits Times Index now rests just above the 3,300-point plateau and it may spin its wheels again on Monday.There's not much of a global forecast, as most of the markets in Europe and the United States were closed on Friday for Good Friday. Key U.S. employment data was roughly in line with expectations, suggesting a steady if quiet session.The STI finished modestly lower on Thursday following losses from the property stocks and trusts, while the financials and industrials were mixed.For the day, the index sank 18.39 points or 0.55 percent to finish at 3,300.48 after trading between 3,291.65 and 3,314.74.Among the actives, Ascendas REIT and Hongkong Land both plunged 2.05 percent, while CapitaLand Integrated Commercial Trust dropped 0.49 percent, CapitaLand Investment and SingTel both skidded 0.79 percent, City Developments retreated 1.09 percent, Comfort DelGro slumped 0.83 percent, DBS Group rose 0.21 percent, Keppel Corp eased 0.17 percent, Mapletree Pan Asia Commercial Trust and Yangzijiang Shipbuilding both tumbled 1.63 percent, Mapletree Industrial Trust declined 1.24 percent, Mapletree Logistics Trust plummeted 2.59 percent, SATS and Singapore Technologies Engineering both stumbled 1.08 percent, SembCorp Industries climbed 1.15 percent, Thai Beverage surrendered 1.50 percent, United Overseas Bank sank 0.43 percent, Wilmar International tanked 1.89 percent and Emperador, Genting Singapore, Yangzijiang Financial and Oversea-Chinese Banking Corporation were unchanged.There is no lead from Wall Street as the stock and oil markets were closed for Good Friday. The big catalyst for the day, however, was the closely watched U.S. jobs report for March.The Labor Department said that employment in the U.S. increased roughly in line with forecasts in March as non-farm payroll employment climbed by 236,000 jobs after jumping by an upwardly revised 326,000 jobs in February.Economists had expected employment to rise by about 240,000 jobs compared to the addition of 311,000 jobs originally reported for the previous month.Also, the unemployment rate edged down to 3.5 percent in March from 3.6 percent in February; the unemployment rate was expected to be unchanged.The numbers fall in the butter zone, which is to say good enough to dispel fears of an economic slowdown but not so good as the encourage the Federal Reserve to feel comfortable applying another rate hike anytime soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946691532,"gmtCreate":1680930248126,"gmtModify":1680930251532,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946691532","repostId":"9946369126","repostType":1,"repost":{"id":9946369126,"gmtCreate":1680865208000,"gmtModify":1703674838418,"author":{"id":"3527667592269412","authorId":"3527667592269412","name":"OptionsTracker","avatar":"https://static.tigerbbs.com/e3f1f839aad7a15f602f3f42eaad51af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667592269412","authorIdStr":"3527667592269412"},"themes":[],"title":"Hot stocks covered call  reference [April 7]","htmlText":"Selling covered call options (sell covered call) is a strategy adopted by many large funds. It can also be used by retail investors in the US stock market.You can get income while holding it. This strategy is very suitable for stocks that have long-term positions, but they have not moved but they are not in a bearish position recently or are in a bearish position recently. It can be a good strategy for mature investors to roll over when holding some targets for a long time. Income comparison Assume that investors hold 200 shares of Amazon from January 1 to December 17, 2021 If there is no operation during the holding period, the final total assets will be USD 675,484 If the covered call strategy is carried out, it will be operated once a week; if 100 shares are sold after the exercise, ano","listText":"Selling covered call options (sell covered call) is a strategy adopted by many large funds. It can also be used by retail investors in the US stock market.You can get income while holding it. This strategy is very suitable for stocks that have long-term positions, but they have not moved but they are not in a bearish position recently or are in a bearish position recently. It can be a good strategy for mature investors to roll over when holding some targets for a long time. Income comparison Assume that investors hold 200 shares of Amazon from January 1 to December 17, 2021 If there is no operation during the holding period, the final total assets will be USD 675,484 If the covered call strategy is carried out, it will be operated once a week; if 100 shares are sold after the exercise, ano","text":"Selling covered call options (sell covered call) is a strategy adopted by many large funds. It can also be used by retail investors in the US stock market.You can get income while holding it. This strategy is very suitable for stocks that have long-term positions, but they have not moved but they are not in a bearish position recently or are in a bearish position recently. It can be a good strategy for mature investors to roll over when holding some targets for a long time. Income comparison Assume that investors hold 200 shares of Amazon from January 1 to December 17, 2021 If there is no operation during the holding period, the final total assets will be USD 675,484 If the covered call strategy is carried out, it will be operated once a week; if 100 shares are sold after the exercise, ano","images":[{"img":"https://static.tigerbbs.com/1be4ad594d709020d91c8496e1f9e7c9"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946369126","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946934667,"gmtCreate":1680833449459,"gmtModify":1680833452853,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946934667","repostId":"9946068095","repostType":1,"repost":{"id":9946068095,"gmtCreate":1680819140318,"gmtModify":1680832221676,"author":{"id":"10000000000010753","authorId":"10000000000010753","name":"Jason Brown","avatar":"https://community-static.tradeup.com/news/885c2e58d38e3b282c4d6dba0394cce5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010753","authorIdStr":"10000000000010753"},"themes":[],"htmlText":"\n \n \n  I may change my profession to become an insurance salesmen lol...⁠ ⁠ I'm just so passionate about helping people not blow their ...<a href=\"https://laohu8.com/POSTVIDEO/{ID}\"></a><a href=\"https://www.youtube.com/embed/_SJximpQ_Ng\">We can't control the market...</a>From Youtube: https://www.youtube.com/watch?v=_SJximpQ_Ng\n \n","listText":"I may change my profession to become an insurance salesmen lol...⁠ ⁠ I'm just so passionate about helping people not blow their ...<a href=\"https://laohu8.com/POSTVIDEO/{ID}\"></a><a href=\"https://www.youtube.com/embed/_SJximpQ_Ng\">We can't control the market...</a>From Youtube: https://www.youtube.com/watch?v=_SJximpQ_Ng","text":"I may change my profession to become an insurance salesmen lol...⁠ ⁠ I'm just so passionate about helping people not blow their ...We can't control the market...From Youtube: https://www.youtube.com/watch?v=_SJximpQ_Ng","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946068095","isVote":1,"tweetType":2,"object":{"id":"40bf4b2f58f34f36b94343859fe836d3","tweetId":"9946068095","title":"We can&#39;t control the market...","videoUrl":"http://v.tigerbbs.com/168081913504414f1a47cae62ac6af16d58cee5866672.mp4","poster":"https://static.tigerbbs.com/8aad7322e0e779dd9870209bb77aa365","shareLink":"http://v.tigerbbs.com/168081913504414f1a47cae62ac6af16d58cee5866672.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948884676,"gmtCreate":1680670820995,"gmtModify":1680670824640,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948884676","repostId":"2324800035","repostType":4,"repost":{"id":"2324800035","pubTimestamp":1680645600,"share":"https://ttm.financial/m/news/2324800035?lang=&edition=fundamental","pubTime":"2023-04-05 06:00","market":"us","language":"en","title":"Is It Time to Buy the S&P 500's 3 Worst-Performing March Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2324800035","media":"Motley Fool","summary":"Which industry had the worst month? It should come as no surprise.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Bank stocks were pummeled in March, following the collapse of Silicon Valley and Signature banks.</p></li><li><p>The three worst-performing stocks on the S&amp;P 500 were all bank stocks. Are they buys?</p></li></ul><p>The <strong>S&amp;P 500</strong> was up 3.5% in March. This may come as a surprise, given that two major banks went under and another is in the process of winding down its operations. However, the S&amp;P 500 was resilient, as the damage was largely contained to the banking industry. But bank stocks took a major hit -- some deserved it -- while others were just caught up in the sell-off.</p><p>It should come as no surprise, then, that the three worst-performing stocks on the S&amp;P 500 in March were all banks. Let&#39;s take a look at the big losers and see if they are worth a closer look as a possible investment or should be avoided.</p><h2>Banks had the worst month</h2><p>The three worst-performing stocks on the S&amp;P 500 in March were <strong><a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a></strong>, <strong>Zions Bancorp</strong>, and <strong>Comerica</strong>. First Republic was down a whopping 88.6% in March, while Zions was down 38.2%, and Comerica fell 36.7% for the month.</p><p>These three banks all have a few things in common. For one, all three are regional banks. Small and regional banks took the biggest hits in the bank sell-off after Signature Bank and <strong>SVB Financial</strong>&#39;s Silicon Valley Bank (SVB) collapsed after a run on deposits. The second reason is more germane to why these three banks, in particular, saw their stock prices tumble: They all have a large number of uninsured deposits.</p><p>Both SVB and Signature Bank had the highest level of uninsured deposits, by far, with more than 90% of total deposits uninsured. But among regional banks, First Republic was third, at about 68%, while Comerica was not far behind at 64%, and Zions was in the top 10 among regional banks with 52% in uninsured deposits.</p><p>What are uninsured deposits and why does this matter? Uninsured deposits refer to any cash in accounts in excess of $250,000. Since the Federal Deposit Insurance Corp. (FDIC) only insures deposits up to $250,000, money over that amount would be uninsured. As account holders pulled their deposits from SVB and then Signature, the contagion spread to other, similar banks that had high levels of uninsured deposits -- most notably First Republic.</p><p>However, it&#39;s worth noting that the run that hurt SVB was unique in that SVB had too much money invested in long-term held-to-maturity (HTM) bonds that it couldn&#39;t sell, thus hurting its liquidity after deposit outflows. First Republic, Zions, and Comerica didn&#39;t have nearly as much tied up in HTM bonds, as this article by the Motley Fool&#39;s Bram Berkowitz explains. That still didn&#39;t stop panicked investors from pulling deposits, at least initially.  </p><p>The banking crisis got national attention starting around March 8-9. By March 13, federal regulators stepped in to ensure that any banks that needed liquidity would get it through their Bank Term Funding Program, to avoid another bank failure. On March 16, the 11 largest U.S. banks committed to providing a lifeline to First Republic in the form of $30 billion in deposits to bolster its liquidity and assure other First Republic depositors that it had cash on hand to handle transactions.</p><h2>Is the worst over?</h2><p>First Republic, Zions, and Comerica have stabilized since that initial drop following the bank failures. But the massive drops in their stock prices brought their valuations down to dirt cheap levels.</p><p>Comerica is trading at 4.8 times earnings, down from a price-to-earnings (P/E) ratio of 8.8 at the end of 2022, while Zions is trading at 4.7 times earnings, down from 9.2 on Dec. 31. First Republic is even cheaper, with a P/E ratio of just 1.7, down from 14.5 at the end of 2022.</p><p>The worst is probably over for these bank stocks, but there&#39;s still too much volatility and uncertainty surrounding regional banks, as there&#39;s been a flight by depositors to larger, more regulated banks. Also, Congress is debating whether or not there should be further regulations on small to mid-sized banks -- those with less than $250 billion in assets that aren&#39;t subject to stress tests. This is something to watch for.</p><p>In addition, these are not banks I would have recommended before the meltdown, just because there are better deals elsewhere in the industry. That hasn&#39;t changed now.</p><p>But these three stocks are very cheap, so the low valuation is intriguing. I&#39;d at least wait until they each report first-quarter earnings later this month, however, to see what kind of fallout is still to be reported for each and better determine if they are really on the road to recovery.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Time to Buy the S&P 500's 3 Worst-Performing March Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nIs It Time to Buy the S&P 500's 3 Worst-Performing March Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-05 06:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/04/time-buy-sp-500-worst-performing-march-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSBank stocks were pummeled in March, following the collapse of Silicon Valley and Signature banks.The three worst-performing stocks on the S&P 500 were all bank stocks. Are they buys?The S&P ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/04/time-buy-sp-500-worst-performing-march-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4559":"巴菲特持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4588":"碎股","BK4211":"区域性银行","CMA":"联信银行","BK4589":"SVB概念","ZION":"齐昂银行"},"source_url":"https://www.fool.com/investing/2023/04/04/time-buy-sp-500-worst-performing-march-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324800035","content_text":"KEY POINTSBank stocks were pummeled in March, following the collapse of Silicon Valley and Signature banks.The three worst-performing stocks on the S&P 500 were all bank stocks. Are they buys?The S&P 500 was up 3.5% in March. This may come as a surprise, given that two major banks went under and another is in the process of winding down its operations. However, the S&P 500 was resilient, as the damage was largely contained to the banking industry. But bank stocks took a major hit -- some deserved it -- while others were just caught up in the sell-off.It should come as no surprise, then, that the three worst-performing stocks on the S&P 500 in March were all banks. Let's take a look at the big losers and see if they are worth a closer look as a possible investment or should be avoided.Banks had the worst monthThe three worst-performing stocks on the S&P 500 in March were First Republic Bank, Zions Bancorp, and Comerica. First Republic was down a whopping 88.6% in March, while Zions was down 38.2%, and Comerica fell 36.7% for the month.These three banks all have a few things in common. For one, all three are regional banks. Small and regional banks took the biggest hits in the bank sell-off after Signature Bank and SVB Financial's Silicon Valley Bank (SVB) collapsed after a run on deposits. The second reason is more germane to why these three banks, in particular, saw their stock prices tumble: They all have a large number of uninsured deposits.Both SVB and Signature Bank had the highest level of uninsured deposits, by far, with more than 90% of total deposits uninsured. But among regional banks, First Republic was third, at about 68%, while Comerica was not far behind at 64%, and Zions was in the top 10 among regional banks with 52% in uninsured deposits.What are uninsured deposits and why does this matter? Uninsured deposits refer to any cash in accounts in excess of $250,000. Since the Federal Deposit Insurance Corp. (FDIC) only insures deposits up to $250,000, money over that amount would be uninsured. As account holders pulled their deposits from SVB and then Signature, the contagion spread to other, similar banks that had high levels of uninsured deposits -- most notably First Republic.However, it's worth noting that the run that hurt SVB was unique in that SVB had too much money invested in long-term held-to-maturity (HTM) bonds that it couldn't sell, thus hurting its liquidity after deposit outflows. First Republic, Zions, and Comerica didn't have nearly as much tied up in HTM bonds, as this article by the Motley Fool's Bram Berkowitz explains. That still didn't stop panicked investors from pulling deposits, at least initially.  The banking crisis got national attention starting around March 8-9. By March 13, federal regulators stepped in to ensure that any banks that needed liquidity would get it through their Bank Term Funding Program, to avoid another bank failure. On March 16, the 11 largest U.S. banks committed to providing a lifeline to First Republic in the form of $30 billion in deposits to bolster its liquidity and assure other First Republic depositors that it had cash on hand to handle transactions.Is the worst over?First Republic, Zions, and Comerica have stabilized since that initial drop following the bank failures. But the massive drops in their stock prices brought their valuations down to dirt cheap levels.Comerica is trading at 4.8 times earnings, down from a price-to-earnings (P/E) ratio of 8.8 at the end of 2022, while Zions is trading at 4.7 times earnings, down from 9.2 on Dec. 31. First Republic is even cheaper, with a P/E ratio of just 1.7, down from 14.5 at the end of 2022.The worst is probably over for these bank stocks, but there's still too much volatility and uncertainty surrounding regional banks, as there's been a flight by depositors to larger, more regulated banks. Also, Congress is debating whether or not there should be further regulations on small to mid-sized banks -- those with less than $250 billion in assets that aren't subject to stress tests. This is something to watch for.In addition, these are not banks I would have recommended before the meltdown, just because there are better deals elsewhere in the industry. That hasn't changed now.But these three stocks are very cheap, so the low valuation is intriguing. I'd at least wait until they each report first-quarter earnings later this month, however, to see what kind of fallout is still to be reported for each and better determine if they are really on the road to recovery.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948892677,"gmtCreate":1680662449699,"gmtModify":1680662451591,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948892677","repostId":"1115789499","repostType":4,"repost":{"id":"1115789499","pubTimestamp":1680661510,"share":"https://ttm.financial/m/news/1115789499?lang=&edition=fundamental","pubTime":"2023-04-05 10:25","market":"us","language":"en","title":"Apple Sales Executive Leaves for Role at Defense Department","url":"https://stock-news.laohu8.com/highlight/detail?id=1115789499","media":"Bloomberg","summary":"Doug Beck will oversee agency’s Defense Innovation UnitThe move extends wave of recent executive dep","content":"<html><head></head><body><ul><li><p>Doug Beck will oversee agency’s Defense Innovation Unit</p></li><li><p>The move extends wave of recent executive departures at Apple</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80c0611b3ca07473ae02038cefd2db46\" alt=\"Photographer: David Paul Morris/Bloomberg\" title=\"Photographer: David Paul Morris/Bloomberg\" tg-width=\"1000\" tg-height=\"667\"/><span>Photographer: David Paul Morris/Bloomberg</span></p><p>Apple Inc. sales executive Doug Beck is leaving the iPhone maker for a senior role at the US Defense Department, extending a wave of key departures at the company.</p><p style=\"text-align: start;\">Beck will lead the Defense Innovation Unit, which promotes the use of commercial technology within the military. He also will advise Defense Secretary Lloyd Austin on technology strategy, the department said in a statement on Tuesday.</p><p style=\"text-align: start;\">For Apple, Beck’s departure marks yet another senior exit. In recent months, the company has lost executives overseeing industrial design, hardware and software engineering, procurement, sales in emerging markets, subscription and cloud services, online retail, and information systems.</p><p style=\"text-align: start;\">“We support Doug’s public service and wish him all the best,” Apple said in a statement. The Defense Department said that the job is a full-time role. </p><p style=\"text-align: start;\">Beck is one of fewer than 20 executives to report directly to Chief Executive Officer Tim Cook. He managed sales to governments, health institutions and schools, serving as one of the Cupertino, California-based company’s two sales chiefs. The other, Mike Fenger, is in charge of product and enterprise sales globally. Fenger recently reorganized Apple’s international sales teams to put a greater focus on India, Bloomberg News reported last month.</p><p>Prior to his latest role at Apple, Beck ran sales in the Americas and parts of Asia. He’s long been connected to the US military and government, serving as a captain in the US Navy Reserve and working with the Defense Innovation Unit from 2015 to 2019. He joined Apple in 2009.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Sales Executive Leaves for Role at Defense Department</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Sales Executive Leaves for Role at Defense Department\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-05 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-04/apple-sales-vice-president-doug-beck-take-role-at-us-department-of-defense?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Doug Beck will oversee agency’s Defense Innovation UnitThe move extends wave of recent executive departures at ApplePhotographer: David Paul Morris/BloombergApple Inc. sales executive Doug Beck is ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-04/apple-sales-vice-president-doug-beck-take-role-at-us-department-of-defense?srnd=technology-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/articles/2023-04-04/apple-sales-vice-president-doug-beck-take-role-at-us-department-of-defense?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115789499","content_text":"Doug Beck will oversee agency’s Defense Innovation UnitThe move extends wave of recent executive departures at ApplePhotographer: David Paul Morris/BloombergApple Inc. sales executive Doug Beck is leaving the iPhone maker for a senior role at the US Defense Department, extending a wave of key departures at the company.Beck will lead the Defense Innovation Unit, which promotes the use of commercial technology within the military. He also will advise Defense Secretary Lloyd Austin on technology strategy, the department said in a statement on Tuesday.For Apple, Beck’s departure marks yet another senior exit. In recent months, the company has lost executives overseeing industrial design, hardware and software engineering, procurement, sales in emerging markets, subscription and cloud services, online retail, and information systems.“We support Doug’s public service and wish him all the best,” Apple said in a statement. The Defense Department said that the job is a full-time role. Beck is one of fewer than 20 executives to report directly to Chief Executive Officer Tim Cook. He managed sales to governments, health institutions and schools, serving as one of the Cupertino, California-based company’s two sales chiefs. The other, Mike Fenger, is in charge of product and enterprise sales globally. Fenger recently reorganized Apple’s international sales teams to put a greater focus on India, Bloomberg News reported last month.Prior to his latest role at Apple, Beck ran sales in the Americas and parts of Asia. He’s long been connected to the US military and government, serving as a captain in the US Navy Reserve and working with the Defense Innovation Unit from 2015 to 2019. He joined Apple in 2009.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941798630,"gmtCreate":1680590996921,"gmtModify":1680591000424,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941798630","repostId":"2324816815","repostType":4,"repost":{"id":"2324816815","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1680559140,"share":"https://ttm.financial/m/news/2324816815?lang=&edition=fundamental","pubTime":"2023-04-04 05:59","market":"us","language":"en","title":"Soaring Oil Prices: 6 Things Investors Need to Know About the Surprise OPEC+ Production Cuts","url":"https://stock-news.laohu8.com/highlight/detail?id=2324816815","media":"Dow Jones","summary":"The Organization of the Petroleum Exporting Countries and its allies said they decided Sunday to cut","content":"<html><head></head><body><p>The Organization of the Petroleum Exporting Countries and its allies said they decided Sunday to cut production in an effort to support oil-market stability, but that offers little comfort to consumers worried about inflation and an expected spike in fuel demand during the coming summer driving season.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/870a3726d836193bf3680cd844b61d72\" alt=\"MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\" title=\"MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\" tg-width=\"700\" tg-height=\"487\"/><span>MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO</span></p><p>The surprise output reduction by the group known as OPEC+ starting in May also comes at a particularly vulnerable time for the U.S., which may not be able to quickly increase its own production.</p><p>&#34;The nature and timing of the decision are shocking, since prices have been only moderate pressured from the banking mini-crisis and the market is expected to tighten later this year,&#34; said Michael Lynch, president of Strategic Energy &amp; Economic Research.</p><p>&#34;OPEC+, and especially the Saudis, seem to be signaling a strong desire to punish short sellers and pre-empt possible demand weakness,&#34; he told MarketWatch. Also, &#34;the impact on inflation...could mean an anemic summer driving season.&#34;</p><h2>What happened?</h2><p>OPEC and its allies, a group known as OPEC+, announced voluntary production &#34;adjustments&#34; on Sunday that will take effect starting in May and run through to the end of the year.</p><p>The move was unusual, as there was no indication that any change to production would be made and OPEC+ ministers weren&#39;t scheduled to officially hold an output decision-making meeting until June 4.</p><p>The OPEC+ Joint Ministerial Monitoring Committee, however, did hold a meeting on Monday, as it does every two months. The committee has no ability to make decisions on production, but has the authority to request an OPEC and non-OPEC ministerial meeting at any time to address market developments.</p><p>The JMMC had been expected to discuss a number of oil-market issues, and confirm that previously announced cuts of 2 million barrels a day would remain in effect. The committee on Monday indeed reaffirmed its commitment to that previous agreement, but also pointed out Sunday&#39;s announcement.</p><p>&#34;Unlike cuts in the past that were more &#39;paper cuts&#39; to quotas with many countries already producing below quota, these are real voluntary cuts from countries producing at or above quotas,&#34; said Rebecca Babin, senior energy trader at CIBC Private Wealth U.S., in emailed commentary. That means this will be &#34;far more impactful than the 2 million barrels cut&#34; announced in October 2022.</p><p>Saudi Arabia will take on the biggest reduction, cutting oil output by 500,000 barrels a day. Other barrel-per-day cuts include Iraq with 211,000, United Arab Emirates 144,000, Kuwait 128,000, Kazakhstan 78,000, Algeria 48,000, Oman 40,000 and Gabon 8,000. Those total 1.157 million barrels a day.</p><p>The cuts, however, are in addition to the previous OPEC+ production cuts of 2 million barrels a day, as well as the extension of Russia&#39;s reduction of 500,000 barrels a day in retaliation to western oil-price caps and sanctions. That brings the total output reductions to 3.657 million barrels a day.</p><h2>What prompted the cut?</h2><p>Saudi Arabia&#39;s Ministry of Energy on Sunday, as well as the JMMC in a statement Monday, said that the cuts are a &#34;precautionary measure aimed at supporting the stability of the oil market.&#34;</p><p>Some news reports and analysts have speculated that Saudi Arabia, a member of OPEC and among the world&#39;s top oil producers, and other major oil producers made the surprise move to cut output because of recent comments made by U.S. Energy Secretary Jennifer Granholm.</p><p>On March 23, Granholm said that it may take years for the U.S. to refill its Strategic Petroleum Reserve. She appeared to walk back those comments on March 28, with Reuters reporting that she said the U.S. could start buying back crude oil for the SPR late this year.</p><p>The Biden administration last year announced the emergency sale of 180 million barrels of SPR crude to help lower gasoline prices, and has said it would refill the reserve when oil prices fell to around $70 a barrel.</p><p>U.S. benchmark West Texas Intermediate crude oil fell below $70 a barrel to their lowest level in 15 months on March 21.</p><h2>Why was the market so surprised?</h2><p>The OPEC+ decision took the financial market by surprise.</p><p>&#34;If fully delivered, the announced cut would further tighten an already fundamentally tight oil market, driving the Brent benchmark towards $100 per barrel sooner than previously expected, and would push the price to around $110 per barrel this summer,&#34; said Jorge Leon, senior vice president at Rystad Energy.</p><p>Before the new OPEC+ cuts, Rystad Energy was anticipating the crude-oil market to be in a supply deficit to the &#34;tune of 1.4 million&#34; barrels a day between May and August, he said in emailed commentary. The voluntary cuts will put &#34;upside pressure on prices from a fundamentals perspective, offering support of around $10 per barrel.&#34;</p><p>On Monday, the front-month May WTI oil futures contract climbed 6.4% to trade above $80.50 a barrel ahead of the closing bell on the New York Mercantile Exchange. Global benchmark June Brent oil rose $4.75, or 6.3%, to close at $80.42 a barrel on ICE Futures Europe.</p><p>&#34;Positioning in crude is extremely light after the recent financial market driven weakness,&#34; said Babin. Last week&#39;s rally was driven primarily by short covering and modest re-engagement from long buyers,&#34; she said, adding that the long position, or bets that oil will rise in value, is &#34;very modest, with the managed money long-short ratio at 2.5, the lowest since December 2022.&#34;</p><p>Large short positions held by speculative traders can make for more explosive rallies as &#34;weak-handed&#34; players are forced to buy futures to close out losing trades.</p><p>Craig Golinowski, managing partner at Carbon Infrastructure Partners, also pointed out to MarketWatch that paper market for oil is &#34;very thin.&#34; Fewer participants and financial flows have created downside pressure on oil, he said, so OPEC is &#34;physically managing production to maintain a tight market to ensure investment into production remains stable, regardless of the paper market for oil.&#34;</p><p>The energy market saw broad gains, with company shares and exchange-traded funds, including the Energy Select Sector SPDR Fund (XLE), rallying in the wake of the OPEC+ news.</p><p>St. Louis Federal Reserve President James Bullard on Monday said the spike in oil prices after the OPEC+ cut announcement may make the central bank&#39;s inflation-fighting job &#34;a little more difficult,&#34; though it is too soon to know for sure.</p><p>The latest spike in oil prices may &#34;play a hand in what the Fed does next regarding its fight against inflation,&#34; particularly if the latest jump in oil is sustained as oil at the current level &#34;won&#39;t be doing the inflation rate any favors,&#34; said Tim Waterer, chief market analyst at Kohle Capital Markets.</p><h2>Will OPEC+ lose market share?</h2><p>In the past, OPEC+ has been concerned about the loss of oil-market share when it decides to make production cuts.</p><p>This time, however, there is &#34;limited threat to market share,&#34; said CIBC Private Wealth&#39;s Babin.</p><p>Previously, when OPEC+ cut production, they would lose market share to U.S. shale oil producers, she said. &#34;However, &#34;U.S. shale producers have entered a period where growth is limited due to financial discipline.&#34;</p><p>Recent developments in regional banks has &#34;likely lowered shale producers&#39; ability to quickly get capital to increase production,&#34; said Babin.</p><p>Total U.S. petroleum production stood at 12.2 million barrels a day as of the week ended March 24, down 100,000 barrels per day from a week earlier, according to data from the Energy Information Administration.</p><p>OPEC would usually &#34;hesitate to reduce barrels, with fears of ceding market share to U.S. shale, but the slowing of U.S. production and their dedication to a disciplined approach has alleviated the Saudi&#39;s fear of rapid U.S. growth,&#34; said Alex Hodes, energy analyst at StoneX.</p><h2>What are the geopolitical implications?</h2><p>Meanwhile, James Swanston, Middle East and North Africa economist at Capital Economics, in a note said the OPEC+ move was likely motivated by geopolitics and Saudi Arabia&#39;s &#34;shift away from the West.&#34;</p><p>Saudi Arabia&#39;s ties with the U.S. are &#34;fraying,&#34; he said.</p><p>Swanston also said the production decision has implications for the future of OPEC+ oil policy, as well as the &#34;patience of members, particularly, the UAE.&#34;</p><p>The U.A.E. agreed to these voluntary output cuts, but it was reported last month that officials were growing impatient at the bearish OPEC+ stance and had discussed internally whether to leave the group, said Swanston.</p><p>The Wall Street Journal:Saudi Arabia and U.A.E. Clash Over Oil, Yemen as Rift Grows</p><p>The U.A.E. wants to &#34;increase oil output sooner rather than later as shown by its move to bring forward its oil production capacity target from 3.1 [million barrels per day] currently to 5 million bpd by 2027,&#34; instead of the year 2030, said Swanston.</p><p>He said the U.A.E. had twice previously threatened to leave OPEC+ and that there was speculation that the U.A.E. was strongly against the Saudi-led decision to cut OPEC+ oil output quotas by 2 million bpd in October.</p><p>&#34;If the OPEC+ strategy of lower oil production persists, then tensions could escalate, and the U.A.E. could ultimately opt to leave OPEC+,&#34; Swanston said.</p><h2>What do the cuts say about demand?</h2><p>The production cuts will take effect in May, which is &#34;right ahead of Memorial Day and the start of U.S. driving season,&#34; said Stacey Morris, head of energy research with VettaFi.</p><p>Given that, &#34;it could be another summer with painful prices at the [gasoline] pump,&#34; she said.</p><p>The average price for regular unleaded gasoline stood at $3.506 a gallon on Monday, up from $3.439 a week ago, but down from $4.192 a year ago, according to AAA</p><p>Still, some traders may interpret the OPEC+ cut as a sign of weaker than expected demand for physical markets, given that OPEC+ possesses “some of the best information available in regards to the global physical oil markets,” said Rob Thummel, portfolio manager at Tortoise.</p><p style=\"text-align: start;\">However, “ we still expect global oil demand to accelerate throughout 2023, reaching a record high in the second half the year,” he said.</p><p style=\"text-align: start;\">Global oil inventories are below normal and will likely “remain below normal as higher demand and less supply deplete inventories throughout the year,” Thummel said, noting that Tortoise expects oil prices to be range bound between $85 and $95 for the year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Soaring Oil Prices: 6 Things Investors Need to Know About the Surprise OPEC+ Production Cuts</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; 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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\">\nSoaring Oil Prices: 6 Things Investors Need to Know About the Surprise OPEC+ Production Cuts\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-04-04 05:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Organization of the Petroleum Exporting Countries and its allies said they decided Sunday to cut production in an effort to support oil-market stability, but that offers little comfort to consumers worried about inflation and an expected spike in fuel demand during the coming summer driving season.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/870a3726d836193bf3680cd844b61d72\" alt=\"MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\" title=\"MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\" tg-width=\"700\" tg-height=\"487\"/><span>MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO</span></p><p>The surprise output reduction by the group known as OPEC+ starting in May also comes at a particularly vulnerable time for the U.S., which may not be able to quickly increase its own production.</p><p>&#34;The nature and timing of the decision are shocking, since prices have been only moderate pressured from the banking mini-crisis and the market is expected to tighten later this year,&#34; said Michael Lynch, president of Strategic Energy &amp; Economic Research.</p><p>&#34;OPEC+, and especially the Saudis, seem to be signaling a strong desire to punish short sellers and pre-empt possible demand weakness,&#34; he told MarketWatch. Also, &#34;the impact on inflation...could mean an anemic summer driving season.&#34;</p><h2>What happened?</h2><p>OPEC and its allies, a group known as OPEC+, announced voluntary production &#34;adjustments&#34; on Sunday that will take effect starting in May and run through to the end of the year.</p><p>The move was unusual, as there was no indication that any change to production would be made and OPEC+ ministers weren&#39;t scheduled to officially hold an output decision-making meeting until June 4.</p><p>The OPEC+ Joint Ministerial Monitoring Committee, however, did hold a meeting on Monday, as it does every two months. The committee has no ability to make decisions on production, but has the authority to request an OPEC and non-OPEC ministerial meeting at any time to address market developments.</p><p>The JMMC had been expected to discuss a number of oil-market issues, and confirm that previously announced cuts of 2 million barrels a day would remain in effect. The committee on Monday indeed reaffirmed its commitment to that previous agreement, but also pointed out Sunday&#39;s announcement.</p><p>&#34;Unlike cuts in the past that were more &#39;paper cuts&#39; to quotas with many countries already producing below quota, these are real voluntary cuts from countries producing at or above quotas,&#34; said Rebecca Babin, senior energy trader at CIBC Private Wealth U.S., in emailed commentary. That means this will be &#34;far more impactful than the 2 million barrels cut&#34; announced in October 2022.</p><p>Saudi Arabia will take on the biggest reduction, cutting oil output by 500,000 barrels a day. Other barrel-per-day cuts include Iraq with 211,000, United Arab Emirates 144,000, Kuwait 128,000, Kazakhstan 78,000, Algeria 48,000, Oman 40,000 and Gabon 8,000. Those total 1.157 million barrels a day.</p><p>The cuts, however, are in addition to the previous OPEC+ production cuts of 2 million barrels a day, as well as the extension of Russia&#39;s reduction of 500,000 barrels a day in retaliation to western oil-price caps and sanctions. That brings the total output reductions to 3.657 million barrels a day.</p><h2>What prompted the cut?</h2><p>Saudi Arabia&#39;s Ministry of Energy on Sunday, as well as the JMMC in a statement Monday, said that the cuts are a &#34;precautionary measure aimed at supporting the stability of the oil market.&#34;</p><p>Some news reports and analysts have speculated that Saudi Arabia, a member of OPEC and among the world&#39;s top oil producers, and other major oil producers made the surprise move to cut output because of recent comments made by U.S. Energy Secretary Jennifer Granholm.</p><p>On March 23, Granholm said that it may take years for the U.S. to refill its Strategic Petroleum Reserve. She appeared to walk back those comments on March 28, with Reuters reporting that she said the U.S. could start buying back crude oil for the SPR late this year.</p><p>The Biden administration last year announced the emergency sale of 180 million barrels of SPR crude to help lower gasoline prices, and has said it would refill the reserve when oil prices fell to around $70 a barrel.</p><p>U.S. benchmark West Texas Intermediate crude oil fell below $70 a barrel to their lowest level in 15 months on March 21.</p><h2>Why was the market so surprised?</h2><p>The OPEC+ decision took the financial market by surprise.</p><p>&#34;If fully delivered, the announced cut would further tighten an already fundamentally tight oil market, driving the Brent benchmark towards $100 per barrel sooner than previously expected, and would push the price to around $110 per barrel this summer,&#34; said Jorge Leon, senior vice president at Rystad Energy.</p><p>Before the new OPEC+ cuts, Rystad Energy was anticipating the crude-oil market to be in a supply deficit to the &#34;tune of 1.4 million&#34; barrels a day between May and August, he said in emailed commentary. The voluntary cuts will put &#34;upside pressure on prices from a fundamentals perspective, offering support of around $10 per barrel.&#34;</p><p>On Monday, the front-month May WTI oil futures contract climbed 6.4% to trade above $80.50 a barrel ahead of the closing bell on the New York Mercantile Exchange. Global benchmark June Brent oil rose $4.75, or 6.3%, to close at $80.42 a barrel on ICE Futures Europe.</p><p>&#34;Positioning in crude is extremely light after the recent financial market driven weakness,&#34; said Babin. Last week&#39;s rally was driven primarily by short covering and modest re-engagement from long buyers,&#34; she said, adding that the long position, or bets that oil will rise in value, is &#34;very modest, with the managed money long-short ratio at 2.5, the lowest since December 2022.&#34;</p><p>Large short positions held by speculative traders can make for more explosive rallies as &#34;weak-handed&#34; players are forced to buy futures to close out losing trades.</p><p>Craig Golinowski, managing partner at Carbon Infrastructure Partners, also pointed out to MarketWatch that paper market for oil is &#34;very thin.&#34; Fewer participants and financial flows have created downside pressure on oil, he said, so OPEC is &#34;physically managing production to maintain a tight market to ensure investment into production remains stable, regardless of the paper market for oil.&#34;</p><p>The energy market saw broad gains, with company shares and exchange-traded funds, including the Energy Select Sector SPDR Fund (XLE), rallying in the wake of the OPEC+ news.</p><p>St. Louis Federal Reserve President James Bullard on Monday said the spike in oil prices after the OPEC+ cut announcement may make the central bank&#39;s inflation-fighting job &#34;a little more difficult,&#34; though it is too soon to know for sure.</p><p>The latest spike in oil prices may &#34;play a hand in what the Fed does next regarding its fight against inflation,&#34; particularly if the latest jump in oil is sustained as oil at the current level &#34;won&#39;t be doing the inflation rate any favors,&#34; said Tim Waterer, chief market analyst at Kohle Capital Markets.</p><h2>Will OPEC+ lose market share?</h2><p>In the past, OPEC+ has been concerned about the loss of oil-market share when it decides to make production cuts.</p><p>This time, however, there is &#34;limited threat to market share,&#34; said CIBC Private Wealth&#39;s Babin.</p><p>Previously, when OPEC+ cut production, they would lose market share to U.S. shale oil producers, she said. &#34;However, &#34;U.S. shale producers have entered a period where growth is limited due to financial discipline.&#34;</p><p>Recent developments in regional banks has &#34;likely lowered shale producers&#39; ability to quickly get capital to increase production,&#34; said Babin.</p><p>Total U.S. petroleum production stood at 12.2 million barrels a day as of the week ended March 24, down 100,000 barrels per day from a week earlier, according to data from the Energy Information Administration.</p><p>OPEC would usually &#34;hesitate to reduce barrels, with fears of ceding market share to U.S. shale, but the slowing of U.S. production and their dedication to a disciplined approach has alleviated the Saudi&#39;s fear of rapid U.S. growth,&#34; said Alex Hodes, energy analyst at StoneX.</p><h2>What are the geopolitical implications?</h2><p>Meanwhile, James Swanston, Middle East and North Africa economist at Capital Economics, in a note said the OPEC+ move was likely motivated by geopolitics and Saudi Arabia&#39;s &#34;shift away from the West.&#34;</p><p>Saudi Arabia&#39;s ties with the U.S. are &#34;fraying,&#34; he said.</p><p>Swanston also said the production decision has implications for the future of OPEC+ oil policy, as well as the &#34;patience of members, particularly, the UAE.&#34;</p><p>The U.A.E. agreed to these voluntary output cuts, but it was reported last month that officials were growing impatient at the bearish OPEC+ stance and had discussed internally whether to leave the group, said Swanston.</p><p>The Wall Street Journal:Saudi Arabia and U.A.E. Clash Over Oil, Yemen as Rift Grows</p><p>The U.A.E. wants to &#34;increase oil output sooner rather than later as shown by its move to bring forward its oil production capacity target from 3.1 [million barrels per day] currently to 5 million bpd by 2027,&#34; instead of the year 2030, said Swanston.</p><p>He said the U.A.E. had twice previously threatened to leave OPEC+ and that there was speculation that the U.A.E. was strongly against the Saudi-led decision to cut OPEC+ oil output quotas by 2 million bpd in October.</p><p>&#34;If the OPEC+ strategy of lower oil production persists, then tensions could escalate, and the U.A.E. could ultimately opt to leave OPEC+,&#34; Swanston said.</p><h2>What do the cuts say about demand?</h2><p>The production cuts will take effect in May, which is &#34;right ahead of Memorial Day and the start of U.S. driving season,&#34; said Stacey Morris, head of energy research with VettaFi.</p><p>Given that, &#34;it could be another summer with painful prices at the [gasoline] pump,&#34; she said.</p><p>The average price for regular unleaded gasoline stood at $3.506 a gallon on Monday, up from $3.439 a week ago, but down from $4.192 a year ago, according to AAA</p><p>Still, some traders may interpret the OPEC+ cut as a sign of weaker than expected demand for physical markets, given that OPEC+ possesses “some of the best information available in regards to the global physical oil markets,” said Rob Thummel, portfolio manager at Tortoise.</p><p style=\"text-align: start;\">However, “ we still expect global oil demand to accelerate throughout 2023, reaching a record high in the second half the year,” he said.</p><p style=\"text-align: start;\">Global oil inventories are below normal and will likely “remain below normal as higher demand and less supply deplete inventories throughout the year,” Thummel said, noting that Tortoise expects oil prices to be range bound between $85 and $95 for the year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UCO":"二倍做多彭博原油ETF","BK4570":"地缘局势概念股","XLE":"SPDR能源指数ETF","USO":"美国原油ETF","BK4585":"ETF&股票定投概念","SCO":"二倍做空彭博原油指数ETF","BK4588":"碎股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324816815","content_text":"The Organization of the Petroleum Exporting Countries and its allies said they decided Sunday to cut production in an effort to support oil-market stability, but that offers little comfort to consumers worried about inflation and an expected spike in fuel demand during the coming summer driving season.MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTOThe surprise output reduction by the group known as OPEC+ starting in May also comes at a particularly vulnerable time for the U.S., which may not be able to quickly increase its own production.\"The nature and timing of the decision are shocking, since prices have been only moderate pressured from the banking mini-crisis and the market is expected to tighten later this year,\" said Michael Lynch, president of Strategic Energy & Economic Research.\"OPEC+, and especially the Saudis, seem to be signaling a strong desire to punish short sellers and pre-empt possible demand weakness,\" he told MarketWatch. Also, \"the impact on inflation...could mean an anemic summer driving season.\"What happened?OPEC and its allies, a group known as OPEC+, announced voluntary production \"adjustments\" on Sunday that will take effect starting in May and run through to the end of the year.The move was unusual, as there was no indication that any change to production would be made and OPEC+ ministers weren't scheduled to officially hold an output decision-making meeting until June 4.The OPEC+ Joint Ministerial Monitoring Committee, however, did hold a meeting on Monday, as it does every two months. The committee has no ability to make decisions on production, but has the authority to request an OPEC and non-OPEC ministerial meeting at any time to address market developments.The JMMC had been expected to discuss a number of oil-market issues, and confirm that previously announced cuts of 2 million barrels a day would remain in effect. The committee on Monday indeed reaffirmed its commitment to that previous agreement, but also pointed out Sunday's announcement.\"Unlike cuts in the past that were more 'paper cuts' to quotas with many countries already producing below quota, these are real voluntary cuts from countries producing at or above quotas,\" said Rebecca Babin, senior energy trader at CIBC Private Wealth U.S., in emailed commentary. That means this will be \"far more impactful than the 2 million barrels cut\" announced in October 2022.Saudi Arabia will take on the biggest reduction, cutting oil output by 500,000 barrels a day. Other barrel-per-day cuts include Iraq with 211,000, United Arab Emirates 144,000, Kuwait 128,000, Kazakhstan 78,000, Algeria 48,000, Oman 40,000 and Gabon 8,000. Those total 1.157 million barrels a day.The cuts, however, are in addition to the previous OPEC+ production cuts of 2 million barrels a day, as well as the extension of Russia's reduction of 500,000 barrels a day in retaliation to western oil-price caps and sanctions. That brings the total output reductions to 3.657 million barrels a day.What prompted the cut?Saudi Arabia's Ministry of Energy on Sunday, as well as the JMMC in a statement Monday, said that the cuts are a \"precautionary measure aimed at supporting the stability of the oil market.\"Some news reports and analysts have speculated that Saudi Arabia, a member of OPEC and among the world's top oil producers, and other major oil producers made the surprise move to cut output because of recent comments made by U.S. Energy Secretary Jennifer Granholm.On March 23, Granholm said that it may take years for the U.S. to refill its Strategic Petroleum Reserve. She appeared to walk back those comments on March 28, with Reuters reporting that she said the U.S. could start buying back crude oil for the SPR late this year.The Biden administration last year announced the emergency sale of 180 million barrels of SPR crude to help lower gasoline prices, and has said it would refill the reserve when oil prices fell to around $70 a barrel.U.S. benchmark West Texas Intermediate crude oil fell below $70 a barrel to their lowest level in 15 months on March 21.Why was the market so surprised?The OPEC+ decision took the financial market by surprise.\"If fully delivered, the announced cut would further tighten an already fundamentally tight oil market, driving the Brent benchmark towards $100 per barrel sooner than previously expected, and would push the price to around $110 per barrel this summer,\" said Jorge Leon, senior vice president at Rystad Energy.Before the new OPEC+ cuts, Rystad Energy was anticipating the crude-oil market to be in a supply deficit to the \"tune of 1.4 million\" barrels a day between May and August, he said in emailed commentary. The voluntary cuts will put \"upside pressure on prices from a fundamentals perspective, offering support of around $10 per barrel.\"On Monday, the front-month May WTI oil futures contract climbed 6.4% to trade above $80.50 a barrel ahead of the closing bell on the New York Mercantile Exchange. Global benchmark June Brent oil rose $4.75, or 6.3%, to close at $80.42 a barrel on ICE Futures Europe.\"Positioning in crude is extremely light after the recent financial market driven weakness,\" said Babin. Last week's rally was driven primarily by short covering and modest re-engagement from long buyers,\" she said, adding that the long position, or bets that oil will rise in value, is \"very modest, with the managed money long-short ratio at 2.5, the lowest since December 2022.\"Large short positions held by speculative traders can make for more explosive rallies as \"weak-handed\" players are forced to buy futures to close out losing trades.Craig Golinowski, managing partner at Carbon Infrastructure Partners, also pointed out to MarketWatch that paper market for oil is \"very thin.\" Fewer participants and financial flows have created downside pressure on oil, he said, so OPEC is \"physically managing production to maintain a tight market to ensure investment into production remains stable, regardless of the paper market for oil.\"The energy market saw broad gains, with company shares and exchange-traded funds, including the Energy Select Sector SPDR Fund (XLE), rallying in the wake of the OPEC+ news.St. Louis Federal Reserve President James Bullard on Monday said the spike in oil prices after the OPEC+ cut announcement may make the central bank's inflation-fighting job \"a little more difficult,\" though it is too soon to know for sure.The latest spike in oil prices may \"play a hand in what the Fed does next regarding its fight against inflation,\" particularly if the latest jump in oil is sustained as oil at the current level \"won't be doing the inflation rate any favors,\" said Tim Waterer, chief market analyst at Kohle Capital Markets.Will OPEC+ lose market share?In the past, OPEC+ has been concerned about the loss of oil-market share when it decides to make production cuts.This time, however, there is \"limited threat to market share,\" said CIBC Private Wealth's Babin.Previously, when OPEC+ cut production, they would lose market share to U.S. shale oil producers, she said. \"However, \"U.S. shale producers have entered a period where growth is limited due to financial discipline.\"Recent developments in regional banks has \"likely lowered shale producers' ability to quickly get capital to increase production,\" said Babin.Total U.S. petroleum production stood at 12.2 million barrels a day as of the week ended March 24, down 100,000 barrels per day from a week earlier, according to data from the Energy Information Administration.OPEC would usually \"hesitate to reduce barrels, with fears of ceding market share to U.S. shale, but the slowing of U.S. production and their dedication to a disciplined approach has alleviated the Saudi's fear of rapid U.S. growth,\" said Alex Hodes, energy analyst at StoneX.What are the geopolitical implications?Meanwhile, James Swanston, Middle East and North Africa economist at Capital Economics, in a note said the OPEC+ move was likely motivated by geopolitics and Saudi Arabia's \"shift away from the West.\"Saudi Arabia's ties with the U.S. are \"fraying,\" he said.Swanston also said the production decision has implications for the future of OPEC+ oil policy, as well as the \"patience of members, particularly, the UAE.\"The U.A.E. agreed to these voluntary output cuts, but it was reported last month that officials were growing impatient at the bearish OPEC+ stance and had discussed internally whether to leave the group, said Swanston.The Wall Street Journal:Saudi Arabia and U.A.E. Clash Over Oil, Yemen as Rift GrowsThe U.A.E. wants to \"increase oil output sooner rather than later as shown by its move to bring forward its oil production capacity target from 3.1 [million barrels per day] currently to 5 million bpd by 2027,\" instead of the year 2030, said Swanston.He said the U.A.E. had twice previously threatened to leave OPEC+ and that there was speculation that the U.A.E. was strongly against the Saudi-led decision to cut OPEC+ oil output quotas by 2 million bpd in October.\"If the OPEC+ strategy of lower oil production persists, then tensions could escalate, and the U.A.E. could ultimately opt to leave OPEC+,\" Swanston said.What do the cuts say about demand?The production cuts will take effect in May, which is \"right ahead of Memorial Day and the start of U.S. driving season,\" said Stacey Morris, head of energy research with VettaFi.Given that, \"it could be another summer with painful prices at the [gasoline] pump,\" she said.The average price for regular unleaded gasoline stood at $3.506 a gallon on Monday, up from $3.439 a week ago, but down from $4.192 a year ago, according to AAAStill, some traders may interpret the OPEC+ cut as a sign of weaker than expected demand for physical markets, given that OPEC+ possesses “some of the best information available in regards to the global physical oil markets,” said Rob Thummel, portfolio manager at Tortoise.However, “ we still expect global oil demand to accelerate throughout 2023, reaching a record high in the second half the year,” he said.Global oil inventories are below normal and will likely “remain below normal as higher demand and less supply deplete inventories throughout the year,” Thummel said, noting that Tortoise expects oil prices to be range bound between $85 and $95 for the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941798181,"gmtCreate":1680590984844,"gmtModify":1680590988135,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941798181","repostId":"2324313895","repostType":4,"repost":{"id":"2324313895","pubTimestamp":1680592503,"share":"https://ttm.financial/m/news/2324313895?lang=&edition=fundamental","pubTime":"2023-04-04 15:15","market":"us","language":"en","title":"4 Oil Stocks That Are Screaming Buys in April","url":"https://stock-news.laohu8.com/highlight/detail?id=2324313895","media":"Motley Fool","summary":"Oil prices could heat back up this summer.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Oil prices appear poised to rally in the coming months.</p></li><li><p>Many oil stocks trade to cheap valuations based on the cash flows they can produce at current prices.</p></li><li><p>That makes them look like bargain buys, given the upside potential in crude prices.</p></li></ul><p>Crude oil prices have swooned over the past year. West Texas Intermediate (WTI), the primary U.S. oil price benchmark, has fallen more than 25% since last April and is even further below its peak in the triple digits last June.</p><p>However, oil has started to heat back up along with the weather. WTI was recently above $75 a barrel and has jumped by more than $10 a barrel in the past week. It could have much further to run, given the demand catalysts ahead. In light of that outlook, oil stocks look like screaming buys this April. Among those that stand out are <strong>Devon Energy</strong>, <strong>Pioneer Natural Resources</strong>, <strong>Marathon Oil</strong>, and <strong><a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a></strong>. </p><h2>Demand is growing faster than supply</h2><p>While oil prices have declined this year, crude could rebound sharply in the coming months. The biggest driver is resurgent demand. Consumption declined by 80,000 barrels per day (BPD) in the fourth quarter, according to the International Energy Agency (IEA). However, its March oil market report forecasts &#34;world oil demand growth is set to accelerate sharply over the course of 2023.&#34; It sees consumption growing by 710,000 BPD during the first quarter and rising by 2.6 million BPD by year-end. While supplies will also rise this year, the IEA expects them to fall short of demand in the second half, driven by seasonal trends and recovering demand in China. That expected shortfall between supply and demand should push oil prices higher. </p><h2>Cheap oil stocks</h2><p>Shares of oil producers have fallen along with oil prices over the past few months, and that means they&#39;re cheap compared to the cash flows they can produce.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f385b3e1acf2d08cbd96bbac0e3b732\" alt=\"DVN data by YCharts\" title=\"DVN data by YCharts\" tg-width=\"720\" tg-height=\"500\"/><span>DVN data by YCharts</span></p><p>For example, at $70 a barrel, Diamondback Energy estimates it can produce $14.71 of free cash flow per share this year. With the stock around $135 a share recently, it trades at about 9.2 times free cash flow or a 10.9% free cash flow yield. That&#39;s dirt cheap compared to the broader market. The <strong>S&amp;P 500 </strong>trades at about 20 times free cash flow (a 5% free cash flow yield), while the <strong>Nasdaq Composite</strong> fetches 25 times free cash flow (a 4% yield). Meanwhile, Diamondback Energy&#39;s free cash flow will rise with oil prices. It can produce almost $18 a share at $80 oil and $24.50 per share if crude averages $100 a barrel. That will give it more money to pay dividends and buy back its dirt cheap shares.</p><p>Pioneer Natural Resources plans to pay out the bulk of its oil-fueled cash flows to investors through its fixed-plus variable dividend framework. It set the variable portion at 75% of its post-base-dividend free cash flow. That means it could pay out a gusher of dividends this year: </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f8a5c943a2d99b4e4710496bb9f3ede\" alt=\"Image source: Pioneer Natural Resources.\" title=\"Image source: Pioneer Natural Resources.\" tg-width=\"700\" tg-height=\"392\"/><span>Image source: Pioneer Natural Resources.</span></p><p>With shares around $205 apiece, the company&#39;s dividend yield could be over 10% if oil averages more than $80 a barrel this year. </p><p>Devon Energy also pays a fixed-plus-variable dividend, with the variable rate at 50% of its post-base-dividend free cash flow. Its payout will consequently rise with oil prices. Meanwhile, it could use a portion of the free cash it doesn&#39;t pay in dividends to repurchase its cheap shares. The stock trades at a more than 8% free cash flow yield based on the free cash flow it can produce at $80 oil.</p><p>Marathon Oil uses most of its free cash flow to repurchase shares. That has enabled the company to retire a peer-leading 20% of its outstanding shares over the past several quarters because it&#39;s repurchasing them at a low valuation. With its stock price down from the peak, Marathon could buy back a boatload more shares this year, especially if oil prices rally this summer.</p><h2>Dirt-cheap oil stocks with a potential major upside catalyst</h2><p>Shares of Devon, Diamondback, Marathon, and Pioneer all trade at relatively low prices based on the cash flows they can produce at current oil prices. That makes them look like screaming buys, given that oil prices could surge this summer as demand accelerates. Higher prices would enable them to generate even more cash they&#39;d return to investors through dividends and buybacks. And that means they could produce big-time total returns this year.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Oil Stocks That Are Screaming Buys in April</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\">\n4 Oil Stocks That Are Screaming Buys in April\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-04 15:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/03/4-oil-stocks-that-are-screaming-buys-in-april/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSOil prices appear poised to rally in the coming months.Many oil stocks trade to cheap valuations based on the cash flows they can produce at current prices.That makes them look like bargain ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/03/4-oil-stocks-that-are-screaming-buys-in-april/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4213":"石油与天然气的勘探与生产","PXD":"先锋自然资源","MRO":"马拉松石油","BK4129":"建筑与工程","FANG":"Diamondback Energy","DVN":"德文能源"},"source_url":"https://www.fool.com/investing/2023/04/03/4-oil-stocks-that-are-screaming-buys-in-april/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324313895","content_text":"KEY POINTSOil prices appear poised to rally in the coming months.Many oil stocks trade to cheap valuations based on the cash flows they can produce at current prices.That makes them look like bargain buys, given the upside potential in crude prices.Crude oil prices have swooned over the past year. West Texas Intermediate (WTI), the primary U.S. oil price benchmark, has fallen more than 25% since last April and is even further below its peak in the triple digits last June.However, oil has started to heat back up along with the weather. WTI was recently above $75 a barrel and has jumped by more than $10 a barrel in the past week. It could have much further to run, given the demand catalysts ahead. In light of that outlook, oil stocks look like screaming buys this April. Among those that stand out are Devon Energy, Pioneer Natural Resources, Marathon Oil, and Diamondback Energy. Demand is growing faster than supplyWhile oil prices have declined this year, crude could rebound sharply in the coming months. The biggest driver is resurgent demand. Consumption declined by 80,000 barrels per day (BPD) in the fourth quarter, according to the International Energy Agency (IEA). However, its March oil market report forecasts \"world oil demand growth is set to accelerate sharply over the course of 2023.\" It sees consumption growing by 710,000 BPD during the first quarter and rising by 2.6 million BPD by year-end. While supplies will also rise this year, the IEA expects them to fall short of demand in the second half, driven by seasonal trends and recovering demand in China. That expected shortfall between supply and demand should push oil prices higher. Cheap oil stocksShares of oil producers have fallen along with oil prices over the past few months, and that means they're cheap compared to the cash flows they can produce.DVN data by YChartsFor example, at $70 a barrel, Diamondback Energy estimates it can produce $14.71 of free cash flow per share this year. With the stock around $135 a share recently, it trades at about 9.2 times free cash flow or a 10.9% free cash flow yield. That's dirt cheap compared to the broader market. The S&P 500 trades at about 20 times free cash flow (a 5% free cash flow yield), while the Nasdaq Composite fetches 25 times free cash flow (a 4% yield). Meanwhile, Diamondback Energy's free cash flow will rise with oil prices. It can produce almost $18 a share at $80 oil and $24.50 per share if crude averages $100 a barrel. That will give it more money to pay dividends and buy back its dirt cheap shares.Pioneer Natural Resources plans to pay out the bulk of its oil-fueled cash flows to investors through its fixed-plus variable dividend framework. It set the variable portion at 75% of its post-base-dividend free cash flow. That means it could pay out a gusher of dividends this year: Image source: Pioneer Natural Resources.With shares around $205 apiece, the company's dividend yield could be over 10% if oil averages more than $80 a barrel this year. Devon Energy also pays a fixed-plus-variable dividend, with the variable rate at 50% of its post-base-dividend free cash flow. Its payout will consequently rise with oil prices. Meanwhile, it could use a portion of the free cash it doesn't pay in dividends to repurchase its cheap shares. The stock trades at a more than 8% free cash flow yield based on the free cash flow it can produce at $80 oil.Marathon Oil uses most of its free cash flow to repurchase shares. That has enabled the company to retire a peer-leading 20% of its outstanding shares over the past several quarters because it's repurchasing them at a low valuation. With its stock price down from the peak, Marathon could buy back a boatload more shares this year, especially if oil prices rally this summer.Dirt-cheap oil stocks with a potential major upside catalystShares of Devon, Diamondback, Marathon, and Pioneer all trade at relatively low prices based on the cash flows they can produce at current oil prices. That makes them look like screaming buys, given that oil prices could surge this summer as demand accelerates. Higher prices would enable them to generate even more cash they'd return to investors through dividends and buybacks. And that means they could produce big-time total returns this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941474341,"gmtCreate":1680583518884,"gmtModify":1680583522527,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941474341","repostId":"2324816815","repostType":4,"repost":{"id":"2324816815","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1680559140,"share":"https://ttm.financial/m/news/2324816815?lang=&edition=fundamental","pubTime":"2023-04-04 05:59","market":"us","language":"en","title":"Soaring Oil Prices: 6 Things Investors Need to Know About the Surprise OPEC+ Production Cuts","url":"https://stock-news.laohu8.com/highlight/detail?id=2324816815","media":"Dow Jones","summary":"The Organization of the Petroleum Exporting Countries and its allies said they decided Sunday to cut","content":"<html><head></head><body><p>The Organization of the Petroleum Exporting Countries and its allies said they decided Sunday to cut production in an effort to support oil-market stability, but that offers little comfort to consumers worried about inflation and an expected spike in fuel demand during the coming summer driving season.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/870a3726d836193bf3680cd844b61d72\" alt=\"MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\" title=\"MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\" tg-width=\"700\" tg-height=\"487\"/><span>MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO</span></p><p>The surprise output reduction by the group known as OPEC+ starting in May also comes at a particularly vulnerable time for the U.S., which may not be able to quickly increase its own production.</p><p>&#34;The nature and timing of the decision are shocking, since prices have been only moderate pressured from the banking mini-crisis and the market is expected to tighten later this year,&#34; said Michael Lynch, president of Strategic Energy &amp; Economic Research.</p><p>&#34;OPEC+, and especially the Saudis, seem to be signaling a strong desire to punish short sellers and pre-empt possible demand weakness,&#34; he told MarketWatch. Also, &#34;the impact on inflation...could mean an anemic summer driving season.&#34;</p><h2>What happened?</h2><p>OPEC and its allies, a group known as OPEC+, announced voluntary production &#34;adjustments&#34; on Sunday that will take effect starting in May and run through to the end of the year.</p><p>The move was unusual, as there was no indication that any change to production would be made and OPEC+ ministers weren&#39;t scheduled to officially hold an output decision-making meeting until June 4.</p><p>The OPEC+ Joint Ministerial Monitoring Committee, however, did hold a meeting on Monday, as it does every two months. The committee has no ability to make decisions on production, but has the authority to request an OPEC and non-OPEC ministerial meeting at any time to address market developments.</p><p>The JMMC had been expected to discuss a number of oil-market issues, and confirm that previously announced cuts of 2 million barrels a day would remain in effect. The committee on Monday indeed reaffirmed its commitment to that previous agreement, but also pointed out Sunday&#39;s announcement.</p><p>&#34;Unlike cuts in the past that were more &#39;paper cuts&#39; to quotas with many countries already producing below quota, these are real voluntary cuts from countries producing at or above quotas,&#34; said Rebecca Babin, senior energy trader at CIBC Private Wealth U.S., in emailed commentary. That means this will be &#34;far more impactful than the 2 million barrels cut&#34; announced in October 2022.</p><p>Saudi Arabia will take on the biggest reduction, cutting oil output by 500,000 barrels a day. Other barrel-per-day cuts include Iraq with 211,000, United Arab Emirates 144,000, Kuwait 128,000, Kazakhstan 78,000, Algeria 48,000, Oman 40,000 and Gabon 8,000. Those total 1.157 million barrels a day.</p><p>The cuts, however, are in addition to the previous OPEC+ production cuts of 2 million barrels a day, as well as the extension of Russia&#39;s reduction of 500,000 barrels a day in retaliation to western oil-price caps and sanctions. That brings the total output reductions to 3.657 million barrels a day.</p><h2>What prompted the cut?</h2><p>Saudi Arabia&#39;s Ministry of Energy on Sunday, as well as the JMMC in a statement Monday, said that the cuts are a &#34;precautionary measure aimed at supporting the stability of the oil market.&#34;</p><p>Some news reports and analysts have speculated that Saudi Arabia, a member of OPEC and among the world&#39;s top oil producers, and other major oil producers made the surprise move to cut output because of recent comments made by U.S. Energy Secretary Jennifer Granholm.</p><p>On March 23, Granholm said that it may take years for the U.S. to refill its Strategic Petroleum Reserve. She appeared to walk back those comments on March 28, with Reuters reporting that she said the U.S. could start buying back crude oil for the SPR late this year.</p><p>The Biden administration last year announced the emergency sale of 180 million barrels of SPR crude to help lower gasoline prices, and has said it would refill the reserve when oil prices fell to around $70 a barrel.</p><p>U.S. benchmark West Texas Intermediate crude oil fell below $70 a barrel to their lowest level in 15 months on March 21.</p><h2>Why was the market so surprised?</h2><p>The OPEC+ decision took the financial market by surprise.</p><p>&#34;If fully delivered, the announced cut would further tighten an already fundamentally tight oil market, driving the Brent benchmark towards $100 per barrel sooner than previously expected, and would push the price to around $110 per barrel this summer,&#34; said Jorge Leon, senior vice president at Rystad Energy.</p><p>Before the new OPEC+ cuts, Rystad Energy was anticipating the crude-oil market to be in a supply deficit to the &#34;tune of 1.4 million&#34; barrels a day between May and August, he said in emailed commentary. The voluntary cuts will put &#34;upside pressure on prices from a fundamentals perspective, offering support of around $10 per barrel.&#34;</p><p>On Monday, the front-month May WTI oil futures contract climbed 6.4% to trade above $80.50 a barrel ahead of the closing bell on the New York Mercantile Exchange. Global benchmark June Brent oil rose $4.75, or 6.3%, to close at $80.42 a barrel on ICE Futures Europe.</p><p>&#34;Positioning in crude is extremely light after the recent financial market driven weakness,&#34; said Babin. Last week&#39;s rally was driven primarily by short covering and modest re-engagement from long buyers,&#34; she said, adding that the long position, or bets that oil will rise in value, is &#34;very modest, with the managed money long-short ratio at 2.5, the lowest since December 2022.&#34;</p><p>Large short positions held by speculative traders can make for more explosive rallies as &#34;weak-handed&#34; players are forced to buy futures to close out losing trades.</p><p>Craig Golinowski, managing partner at Carbon Infrastructure Partners, also pointed out to MarketWatch that paper market for oil is &#34;very thin.&#34; Fewer participants and financial flows have created downside pressure on oil, he said, so OPEC is &#34;physically managing production to maintain a tight market to ensure investment into production remains stable, regardless of the paper market for oil.&#34;</p><p>The energy market saw broad gains, with company shares and exchange-traded funds, including the Energy Select Sector SPDR Fund (XLE), rallying in the wake of the OPEC+ news.</p><p>St. Louis Federal Reserve President James Bullard on Monday said the spike in oil prices after the OPEC+ cut announcement may make the central bank&#39;s inflation-fighting job &#34;a little more difficult,&#34; though it is too soon to know for sure.</p><p>The latest spike in oil prices may &#34;play a hand in what the Fed does next regarding its fight against inflation,&#34; particularly if the latest jump in oil is sustained as oil at the current level &#34;won&#39;t be doing the inflation rate any favors,&#34; said Tim Waterer, chief market analyst at Kohle Capital Markets.</p><h2>Will OPEC+ lose market share?</h2><p>In the past, OPEC+ has been concerned about the loss of oil-market share when it decides to make production cuts.</p><p>This time, however, there is &#34;limited threat to market share,&#34; said CIBC Private Wealth&#39;s Babin.</p><p>Previously, when OPEC+ cut production, they would lose market share to U.S. shale oil producers, she said. &#34;However, &#34;U.S. shale producers have entered a period where growth is limited due to financial discipline.&#34;</p><p>Recent developments in regional banks has &#34;likely lowered shale producers&#39; ability to quickly get capital to increase production,&#34; said Babin.</p><p>Total U.S. petroleum production stood at 12.2 million barrels a day as of the week ended March 24, down 100,000 barrels per day from a week earlier, according to data from the Energy Information Administration.</p><p>OPEC would usually &#34;hesitate to reduce barrels, with fears of ceding market share to U.S. shale, but the slowing of U.S. production and their dedication to a disciplined approach has alleviated the Saudi&#39;s fear of rapid U.S. growth,&#34; said Alex Hodes, energy analyst at StoneX.</p><h2>What are the geopolitical implications?</h2><p>Meanwhile, James Swanston, Middle East and North Africa economist at Capital Economics, in a note said the OPEC+ move was likely motivated by geopolitics and Saudi Arabia&#39;s &#34;shift away from the West.&#34;</p><p>Saudi Arabia&#39;s ties with the U.S. are &#34;fraying,&#34; he said.</p><p>Swanston also said the production decision has implications for the future of OPEC+ oil policy, as well as the &#34;patience of members, particularly, the UAE.&#34;</p><p>The U.A.E. agreed to these voluntary output cuts, but it was reported last month that officials were growing impatient at the bearish OPEC+ stance and had discussed internally whether to leave the group, said Swanston.</p><p>The Wall Street Journal:Saudi Arabia and U.A.E. Clash Over Oil, Yemen as Rift Grows</p><p>The U.A.E. wants to &#34;increase oil output sooner rather than later as shown by its move to bring forward its oil production capacity target from 3.1 [million barrels per day] currently to 5 million bpd by 2027,&#34; instead of the year 2030, said Swanston.</p><p>He said the U.A.E. had twice previously threatened to leave OPEC+ and that there was speculation that the U.A.E. was strongly against the Saudi-led decision to cut OPEC+ oil output quotas by 2 million bpd in October.</p><p>&#34;If the OPEC+ strategy of lower oil production persists, then tensions could escalate, and the U.A.E. could ultimately opt to leave OPEC+,&#34; Swanston said.</p><h2>What do the cuts say about demand?</h2><p>The production cuts will take effect in May, which is &#34;right ahead of Memorial Day and the start of U.S. driving season,&#34; said Stacey Morris, head of energy research with VettaFi.</p><p>Given that, &#34;it could be another summer with painful prices at the [gasoline] pump,&#34; she said.</p><p>The average price for regular unleaded gasoline stood at $3.506 a gallon on Monday, up from $3.439 a week ago, but down from $4.192 a year ago, according to AAA</p><p>Still, some traders may interpret the OPEC+ cut as a sign of weaker than expected demand for physical markets, given that OPEC+ possesses “some of the best information available in regards to the global physical oil markets,” said Rob Thummel, portfolio manager at Tortoise.</p><p style=\"text-align: start;\">However, “ we still expect global oil demand to accelerate throughout 2023, reaching a record high in the second half the year,” he said.</p><p style=\"text-align: start;\">Global oil inventories are below normal and will likely “remain below normal as higher demand and less supply deplete inventories throughout the year,” Thummel said, noting that Tortoise expects oil prices to be range bound between $85 and $95 for the year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Soaring Oil Prices: 6 Things Investors Need to Know About the Surprise OPEC+ Production Cuts</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; 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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\">\nSoaring Oil Prices: 6 Things Investors Need to Know About the Surprise OPEC+ Production Cuts\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-04-04 05:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Organization of the Petroleum Exporting Countries and its allies said they decided Sunday to cut production in an effort to support oil-market stability, but that offers little comfort to consumers worried about inflation and an expected spike in fuel demand during the coming summer driving season.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/870a3726d836193bf3680cd844b61d72\" alt=\"MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\" title=\"MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\" tg-width=\"700\" tg-height=\"487\"/><span>MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO</span></p><p>The surprise output reduction by the group known as OPEC+ starting in May also comes at a particularly vulnerable time for the U.S., which may not be able to quickly increase its own production.</p><p>&#34;The nature and timing of the decision are shocking, since prices have been only moderate pressured from the banking mini-crisis and the market is expected to tighten later this year,&#34; said Michael Lynch, president of Strategic Energy &amp; Economic Research.</p><p>&#34;OPEC+, and especially the Saudis, seem to be signaling a strong desire to punish short sellers and pre-empt possible demand weakness,&#34; he told MarketWatch. Also, &#34;the impact on inflation...could mean an anemic summer driving season.&#34;</p><h2>What happened?</h2><p>OPEC and its allies, a group known as OPEC+, announced voluntary production &#34;adjustments&#34; on Sunday that will take effect starting in May and run through to the end of the year.</p><p>The move was unusual, as there was no indication that any change to production would be made and OPEC+ ministers weren&#39;t scheduled to officially hold an output decision-making meeting until June 4.</p><p>The OPEC+ Joint Ministerial Monitoring Committee, however, did hold a meeting on Monday, as it does every two months. The committee has no ability to make decisions on production, but has the authority to request an OPEC and non-OPEC ministerial meeting at any time to address market developments.</p><p>The JMMC had been expected to discuss a number of oil-market issues, and confirm that previously announced cuts of 2 million barrels a day would remain in effect. The committee on Monday indeed reaffirmed its commitment to that previous agreement, but also pointed out Sunday&#39;s announcement.</p><p>&#34;Unlike cuts in the past that were more &#39;paper cuts&#39; to quotas with many countries already producing below quota, these are real voluntary cuts from countries producing at or above quotas,&#34; said Rebecca Babin, senior energy trader at CIBC Private Wealth U.S., in emailed commentary. That means this will be &#34;far more impactful than the 2 million barrels cut&#34; announced in October 2022.</p><p>Saudi Arabia will take on the biggest reduction, cutting oil output by 500,000 barrels a day. Other barrel-per-day cuts include Iraq with 211,000, United Arab Emirates 144,000, Kuwait 128,000, Kazakhstan 78,000, Algeria 48,000, Oman 40,000 and Gabon 8,000. Those total 1.157 million barrels a day.</p><p>The cuts, however, are in addition to the previous OPEC+ production cuts of 2 million barrels a day, as well as the extension of Russia&#39;s reduction of 500,000 barrels a day in retaliation to western oil-price caps and sanctions. That brings the total output reductions to 3.657 million barrels a day.</p><h2>What prompted the cut?</h2><p>Saudi Arabia&#39;s Ministry of Energy on Sunday, as well as the JMMC in a statement Monday, said that the cuts are a &#34;precautionary measure aimed at supporting the stability of the oil market.&#34;</p><p>Some news reports and analysts have speculated that Saudi Arabia, a member of OPEC and among the world&#39;s top oil producers, and other major oil producers made the surprise move to cut output because of recent comments made by U.S. Energy Secretary Jennifer Granholm.</p><p>On March 23, Granholm said that it may take years for the U.S. to refill its Strategic Petroleum Reserve. She appeared to walk back those comments on March 28, with Reuters reporting that she said the U.S. could start buying back crude oil for the SPR late this year.</p><p>The Biden administration last year announced the emergency sale of 180 million barrels of SPR crude to help lower gasoline prices, and has said it would refill the reserve when oil prices fell to around $70 a barrel.</p><p>U.S. benchmark West Texas Intermediate crude oil fell below $70 a barrel to their lowest level in 15 months on March 21.</p><h2>Why was the market so surprised?</h2><p>The OPEC+ decision took the financial market by surprise.</p><p>&#34;If fully delivered, the announced cut would further tighten an already fundamentally tight oil market, driving the Brent benchmark towards $100 per barrel sooner than previously expected, and would push the price to around $110 per barrel this summer,&#34; said Jorge Leon, senior vice president at Rystad Energy.</p><p>Before the new OPEC+ cuts, Rystad Energy was anticipating the crude-oil market to be in a supply deficit to the &#34;tune of 1.4 million&#34; barrels a day between May and August, he said in emailed commentary. The voluntary cuts will put &#34;upside pressure on prices from a fundamentals perspective, offering support of around $10 per barrel.&#34;</p><p>On Monday, the front-month May WTI oil futures contract climbed 6.4% to trade above $80.50 a barrel ahead of the closing bell on the New York Mercantile Exchange. Global benchmark June Brent oil rose $4.75, or 6.3%, to close at $80.42 a barrel on ICE Futures Europe.</p><p>&#34;Positioning in crude is extremely light after the recent financial market driven weakness,&#34; said Babin. Last week&#39;s rally was driven primarily by short covering and modest re-engagement from long buyers,&#34; she said, adding that the long position, or bets that oil will rise in value, is &#34;very modest, with the managed money long-short ratio at 2.5, the lowest since December 2022.&#34;</p><p>Large short positions held by speculative traders can make for more explosive rallies as &#34;weak-handed&#34; players are forced to buy futures to close out losing trades.</p><p>Craig Golinowski, managing partner at Carbon Infrastructure Partners, also pointed out to MarketWatch that paper market for oil is &#34;very thin.&#34; Fewer participants and financial flows have created downside pressure on oil, he said, so OPEC is &#34;physically managing production to maintain a tight market to ensure investment into production remains stable, regardless of the paper market for oil.&#34;</p><p>The energy market saw broad gains, with company shares and exchange-traded funds, including the Energy Select Sector SPDR Fund (XLE), rallying in the wake of the OPEC+ news.</p><p>St. Louis Federal Reserve President James Bullard on Monday said the spike in oil prices after the OPEC+ cut announcement may make the central bank&#39;s inflation-fighting job &#34;a little more difficult,&#34; though it is too soon to know for sure.</p><p>The latest spike in oil prices may &#34;play a hand in what the Fed does next regarding its fight against inflation,&#34; particularly if the latest jump in oil is sustained as oil at the current level &#34;won&#39;t be doing the inflation rate any favors,&#34; said Tim Waterer, chief market analyst at Kohle Capital Markets.</p><h2>Will OPEC+ lose market share?</h2><p>In the past, OPEC+ has been concerned about the loss of oil-market share when it decides to make production cuts.</p><p>This time, however, there is &#34;limited threat to market share,&#34; said CIBC Private Wealth&#39;s Babin.</p><p>Previously, when OPEC+ cut production, they would lose market share to U.S. shale oil producers, she said. &#34;However, &#34;U.S. shale producers have entered a period where growth is limited due to financial discipline.&#34;</p><p>Recent developments in regional banks has &#34;likely lowered shale producers&#39; ability to quickly get capital to increase production,&#34; said Babin.</p><p>Total U.S. petroleum production stood at 12.2 million barrels a day as of the week ended March 24, down 100,000 barrels per day from a week earlier, according to data from the Energy Information Administration.</p><p>OPEC would usually &#34;hesitate to reduce barrels, with fears of ceding market share to U.S. shale, but the slowing of U.S. production and their dedication to a disciplined approach has alleviated the Saudi&#39;s fear of rapid U.S. growth,&#34; said Alex Hodes, energy analyst at StoneX.</p><h2>What are the geopolitical implications?</h2><p>Meanwhile, James Swanston, Middle East and North Africa economist at Capital Economics, in a note said the OPEC+ move was likely motivated by geopolitics and Saudi Arabia&#39;s &#34;shift away from the West.&#34;</p><p>Saudi Arabia&#39;s ties with the U.S. are &#34;fraying,&#34; he said.</p><p>Swanston also said the production decision has implications for the future of OPEC+ oil policy, as well as the &#34;patience of members, particularly, the UAE.&#34;</p><p>The U.A.E. agreed to these voluntary output cuts, but it was reported last month that officials were growing impatient at the bearish OPEC+ stance and had discussed internally whether to leave the group, said Swanston.</p><p>The Wall Street Journal:Saudi Arabia and U.A.E. Clash Over Oil, Yemen as Rift Grows</p><p>The U.A.E. wants to &#34;increase oil output sooner rather than later as shown by its move to bring forward its oil production capacity target from 3.1 [million barrels per day] currently to 5 million bpd by 2027,&#34; instead of the year 2030, said Swanston.</p><p>He said the U.A.E. had twice previously threatened to leave OPEC+ and that there was speculation that the U.A.E. was strongly against the Saudi-led decision to cut OPEC+ oil output quotas by 2 million bpd in October.</p><p>&#34;If the OPEC+ strategy of lower oil production persists, then tensions could escalate, and the U.A.E. could ultimately opt to leave OPEC+,&#34; Swanston said.</p><h2>What do the cuts say about demand?</h2><p>The production cuts will take effect in May, which is &#34;right ahead of Memorial Day and the start of U.S. driving season,&#34; said Stacey Morris, head of energy research with VettaFi.</p><p>Given that, &#34;it could be another summer with painful prices at the [gasoline] pump,&#34; she said.</p><p>The average price for regular unleaded gasoline stood at $3.506 a gallon on Monday, up from $3.439 a week ago, but down from $4.192 a year ago, according to AAA</p><p>Still, some traders may interpret the OPEC+ cut as a sign of weaker than expected demand for physical markets, given that OPEC+ possesses “some of the best information available in regards to the global physical oil markets,” said Rob Thummel, portfolio manager at Tortoise.</p><p style=\"text-align: start;\">However, “ we still expect global oil demand to accelerate throughout 2023, reaching a record high in the second half the year,” he said.</p><p style=\"text-align: start;\">Global oil inventories are below normal and will likely “remain below normal as higher demand and less supply deplete inventories throughout the year,” Thummel said, noting that Tortoise expects oil prices to be range bound between $85 and $95 for the year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UCO":"二倍做多彭博原油ETF","BK4570":"地缘局势概念股","XLE":"SPDR能源指数ETF","USO":"美国原油ETF","BK4585":"ETF&股票定投概念","SCO":"二倍做空彭博原油指数ETF","BK4588":"碎股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324816815","content_text":"The Organization of the Petroleum Exporting Countries and its allies said they decided Sunday to cut production in an effort to support oil-market stability, but that offers little comfort to consumers worried about inflation and an expected spike in fuel demand during the coming summer driving season.MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTOThe surprise output reduction by the group known as OPEC+ starting in May also comes at a particularly vulnerable time for the U.S., which may not be able to quickly increase its own production.\"The nature and timing of the decision are shocking, since prices have been only moderate pressured from the banking mini-crisis and the market is expected to tighten later this year,\" said Michael Lynch, president of Strategic Energy & Economic Research.\"OPEC+, and especially the Saudis, seem to be signaling a strong desire to punish short sellers and pre-empt possible demand weakness,\" he told MarketWatch. Also, \"the impact on inflation...could mean an anemic summer driving season.\"What happened?OPEC and its allies, a group known as OPEC+, announced voluntary production \"adjustments\" on Sunday that will take effect starting in May and run through to the end of the year.The move was unusual, as there was no indication that any change to production would be made and OPEC+ ministers weren't scheduled to officially hold an output decision-making meeting until June 4.The OPEC+ Joint Ministerial Monitoring Committee, however, did hold a meeting on Monday, as it does every two months. The committee has no ability to make decisions on production, but has the authority to request an OPEC and non-OPEC ministerial meeting at any time to address market developments.The JMMC had been expected to discuss a number of oil-market issues, and confirm that previously announced cuts of 2 million barrels a day would remain in effect. The committee on Monday indeed reaffirmed its commitment to that previous agreement, but also pointed out Sunday's announcement.\"Unlike cuts in the past that were more 'paper cuts' to quotas with many countries already producing below quota, these are real voluntary cuts from countries producing at or above quotas,\" said Rebecca Babin, senior energy trader at CIBC Private Wealth U.S., in emailed commentary. That means this will be \"far more impactful than the 2 million barrels cut\" announced in October 2022.Saudi Arabia will take on the biggest reduction, cutting oil output by 500,000 barrels a day. Other barrel-per-day cuts include Iraq with 211,000, United Arab Emirates 144,000, Kuwait 128,000, Kazakhstan 78,000, Algeria 48,000, Oman 40,000 and Gabon 8,000. Those total 1.157 million barrels a day.The cuts, however, are in addition to the previous OPEC+ production cuts of 2 million barrels a day, as well as the extension of Russia's reduction of 500,000 barrels a day in retaliation to western oil-price caps and sanctions. That brings the total output reductions to 3.657 million barrels a day.What prompted the cut?Saudi Arabia's Ministry of Energy on Sunday, as well as the JMMC in a statement Monday, said that the cuts are a \"precautionary measure aimed at supporting the stability of the oil market.\"Some news reports and analysts have speculated that Saudi Arabia, a member of OPEC and among the world's top oil producers, and other major oil producers made the surprise move to cut output because of recent comments made by U.S. Energy Secretary Jennifer Granholm.On March 23, Granholm said that it may take years for the U.S. to refill its Strategic Petroleum Reserve. She appeared to walk back those comments on March 28, with Reuters reporting that she said the U.S. could start buying back crude oil for the SPR late this year.The Biden administration last year announced the emergency sale of 180 million barrels of SPR crude to help lower gasoline prices, and has said it would refill the reserve when oil prices fell to around $70 a barrel.U.S. benchmark West Texas Intermediate crude oil fell below $70 a barrel to their lowest level in 15 months on March 21.Why was the market so surprised?The OPEC+ decision took the financial market by surprise.\"If fully delivered, the announced cut would further tighten an already fundamentally tight oil market, driving the Brent benchmark towards $100 per barrel sooner than previously expected, and would push the price to around $110 per barrel this summer,\" said Jorge Leon, senior vice president at Rystad Energy.Before the new OPEC+ cuts, Rystad Energy was anticipating the crude-oil market to be in a supply deficit to the \"tune of 1.4 million\" barrels a day between May and August, he said in emailed commentary. The voluntary cuts will put \"upside pressure on prices from a fundamentals perspective, offering support of around $10 per barrel.\"On Monday, the front-month May WTI oil futures contract climbed 6.4% to trade above $80.50 a barrel ahead of the closing bell on the New York Mercantile Exchange. Global benchmark June Brent oil rose $4.75, or 6.3%, to close at $80.42 a barrel on ICE Futures Europe.\"Positioning in crude is extremely light after the recent financial market driven weakness,\" said Babin. Last week's rally was driven primarily by short covering and modest re-engagement from long buyers,\" she said, adding that the long position, or bets that oil will rise in value, is \"very modest, with the managed money long-short ratio at 2.5, the lowest since December 2022.\"Large short positions held by speculative traders can make for more explosive rallies as \"weak-handed\" players are forced to buy futures to close out losing trades.Craig Golinowski, managing partner at Carbon Infrastructure Partners, also pointed out to MarketWatch that paper market for oil is \"very thin.\" Fewer participants and financial flows have created downside pressure on oil, he said, so OPEC is \"physically managing production to maintain a tight market to ensure investment into production remains stable, regardless of the paper market for oil.\"The energy market saw broad gains, with company shares and exchange-traded funds, including the Energy Select Sector SPDR Fund (XLE), rallying in the wake of the OPEC+ news.St. Louis Federal Reserve President James Bullard on Monday said the spike in oil prices after the OPEC+ cut announcement may make the central bank's inflation-fighting job \"a little more difficult,\" though it is too soon to know for sure.The latest spike in oil prices may \"play a hand in what the Fed does next regarding its fight against inflation,\" particularly if the latest jump in oil is sustained as oil at the current level \"won't be doing the inflation rate any favors,\" said Tim Waterer, chief market analyst at Kohle Capital Markets.Will OPEC+ lose market share?In the past, OPEC+ has been concerned about the loss of oil-market share when it decides to make production cuts.This time, however, there is \"limited threat to market share,\" said CIBC Private Wealth's Babin.Previously, when OPEC+ cut production, they would lose market share to U.S. shale oil producers, she said. \"However, \"U.S. shale producers have entered a period where growth is limited due to financial discipline.\"Recent developments in regional banks has \"likely lowered shale producers' ability to quickly get capital to increase production,\" said Babin.Total U.S. petroleum production stood at 12.2 million barrels a day as of the week ended March 24, down 100,000 barrels per day from a week earlier, according to data from the Energy Information Administration.OPEC would usually \"hesitate to reduce barrels, with fears of ceding market share to U.S. shale, but the slowing of U.S. production and their dedication to a disciplined approach has alleviated the Saudi's fear of rapid U.S. growth,\" said Alex Hodes, energy analyst at StoneX.What are the geopolitical implications?Meanwhile, James Swanston, Middle East and North Africa economist at Capital Economics, in a note said the OPEC+ move was likely motivated by geopolitics and Saudi Arabia's \"shift away from the West.\"Saudi Arabia's ties with the U.S. are \"fraying,\" he said.Swanston also said the production decision has implications for the future of OPEC+ oil policy, as well as the \"patience of members, particularly, the UAE.\"The U.A.E. agreed to these voluntary output cuts, but it was reported last month that officials were growing impatient at the bearish OPEC+ stance and had discussed internally whether to leave the group, said Swanston.The Wall Street Journal:Saudi Arabia and U.A.E. Clash Over Oil, Yemen as Rift GrowsThe U.A.E. wants to \"increase oil output sooner rather than later as shown by its move to bring forward its oil production capacity target from 3.1 [million barrels per day] currently to 5 million bpd by 2027,\" instead of the year 2030, said Swanston.He said the U.A.E. had twice previously threatened to leave OPEC+ and that there was speculation that the U.A.E. was strongly against the Saudi-led decision to cut OPEC+ oil output quotas by 2 million bpd in October.\"If the OPEC+ strategy of lower oil production persists, then tensions could escalate, and the U.A.E. could ultimately opt to leave OPEC+,\" Swanston said.What do the cuts say about demand?The production cuts will take effect in May, which is \"right ahead of Memorial Day and the start of U.S. driving season,\" said Stacey Morris, head of energy research with VettaFi.Given that, \"it could be another summer with painful prices at the [gasoline] pump,\" she said.The average price for regular unleaded gasoline stood at $3.506 a gallon on Monday, up from $3.439 a week ago, but down from $4.192 a year ago, according to AAAStill, some traders may interpret the OPEC+ cut as a sign of weaker than expected demand for physical markets, given that OPEC+ possesses “some of the best information available in regards to the global physical oil markets,” said Rob Thummel, portfolio manager at Tortoise.However, “ we still expect global oil demand to accelerate throughout 2023, reaching a record high in the second half the year,” he said.Global oil inventories are below normal and will likely “remain below normal as higher demand and less supply deplete inventories throughout the year,” Thummel said, noting that Tortoise expects oil prices to be range bound between $85 and $95 for the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941474932,"gmtCreate":1680583488327,"gmtModify":1680583495438,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941474932","repostId":"1144427268","repostType":4,"repost":{"id":"1144427268","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1679996798,"share":"https://ttm.financial/m/news/1144427268?lang=&edition=fundamental","pubTime":"2023-03-28 17:46","market":"sh","language":"en","title":"Reminder: The China A-shares Market and the Hong Kong Market Will Be Closed for Qingming Festival on Wednesday, April 5, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1144427268","media":"Tiger Newspress","summary":"Qingming Festival is around the corner. The China A-shares market and the Hong Kong market will be c","content":"<html><head></head><body><p>Qingming Festival is around the corner. The China A-shares market and the Hong Kong market will be closed on Wednesday, April 5, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><b>Background</b></p><p>Itis a traditional Chinese festival observed by ethnic Chinese in mainland China, Hong Kong, Macau, Taiwan, Malaysia, Singapore, Cambodia, Indonesia, Philippines, Thailand, Vietnam and Panama.</p><p>Chinese families visit the tombs of their ancestors to clean the gravesites and make ritual offerings to their ancestors. Offerings would typically include traditional food dishes and the burning of joss sticks and joss paper. The holiday recognizes the traditional reverence of one&#39;s ancestors in Chinese culture.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: The China A-shares Market and the Hong Kong Market Will Be Closed for Qingming Festival on Wednesday, April 5, 2023</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\">\nReminder: The China A-shares Market and the Hong Kong Market Will Be Closed for Qingming Festival on Wednesday, April 5, 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-03-28 17:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Qingming Festival is around the corner. The China A-shares market and the Hong Kong market will be closed on Wednesday, April 5, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><b>Background</b></p><p>Itis a traditional Chinese festival observed by ethnic Chinese in mainland China, Hong Kong, Macau, Taiwan, Malaysia, Singapore, Cambodia, Indonesia, Philippines, Thailand, Vietnam and Panama.</p><p>Chinese families visit the tombs of their ancestors to clean the gravesites and make ritual offerings to their ancestors. Offerings would typically include traditional food dishes and the burning of joss sticks and joss paper. The holiday recognizes the traditional reverence of one&#39;s ancestors in Chinese culture.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144427268","content_text":"Qingming Festival is around the corner. The China A-shares market and the Hong Kong market will be closed on Wednesday, April 5, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.BackgroundItis a traditional Chinese festival observed by ethnic Chinese in mainland China, Hong Kong, Macau, Taiwan, Malaysia, Singapore, Cambodia, Indonesia, Philippines, Thailand, Vietnam and Panama.Chinese families visit the tombs of their ancestors to clean the gravesites and make ritual offerings to their ancestors. Offerings would typically include traditional food dishes and the burning of joss sticks and joss paper. The holiday recognizes the traditional reverence of one's ancestors in Chinese culture.","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9947293873,"gmtCreate":1683159569993,"gmtModify":1683159573734,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9947293873","repostId":"1172872593","repostType":2,"repost":{"id":"1172872593","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":1682580114,"share":"https://ttm.financial/m/news/1172872593?lang=&edition=fundamental","pubTime":"2023-04-27 15:21","market":"us","language":"zh","title":"巴菲特股东大会前瞻 | 通胀、投资日本、ChatGPT.....这些话题大概率会被聊到","url":"https://stock-news.laohu8.com/highlight/detail?id=1172872593","media":"老虎资讯综合","summary":"齐聚奥马哈！今年的巴菲特股东大会将于5月的第一个星期六举行。届时，巴菲特可能会对美国通胀、银行危机、投资日本、人工智能等话题发表看法。巴菲特旗下的伯克希尔哈撒韦公司的线下股东会计划于北京时间5月6日~","content":"<html><head></head><body><blockquote><strong>齐聚奥马哈！今年的巴菲特股东大会将于5月的第一个星期六举行。届时，巴菲特可能会对美国通胀、银行危机、投资日本、人工智能等话题发表看法。</strong></blockquote><p style=\"text-align: justify;\">巴菲特旗下的伯克希尔哈撒韦公司的线下股东会计划于北京时间5月6日~7日举行。届时，巴菲特可能会对美国通胀、银行危机、投资日本、人工智能等话题发表看法。</p><p style=\"text-align: justify;\">回顾2022年，“股神”老而弥坚，在全球股市震荡中连续第二年跑赢美股大盘。且美股伯克希尔哈撒韦公司股价2022年上涨4.0%，大幅跑赢标普500指数22.1%。同时巴菲特以1180亿美元个人身价位居2022年福布斯排行榜第五位。</p><p>在2023年巴菲特股东大会来临前夕，我们先回顾下巴菲特过去一年干了哪些事儿？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bb039302842ba70fd6513eda3faaf2b\" tg-width=\"750\" tg-height=\"2462\"/></p><blockquote>前瞻 | 今年的股东大会将会有哪些要点可以关注？以下是可能会聊到的话题：</blockquote><p><strong>对于美国通胀、美联储加息以及中国市场的看法</strong></p><p style=\"text-align: justify;\">巴菲特一直以来对美联储的看法都较为正面，尽管美联储已经连续第9次加息。他称如果自己当联储主席的话，应该是不会像鲍威尔那样出色的。此前，外界一些评论经常批评美联储将利率维持在低位的时间过长，导致美国当前的通胀高烧不退。巴菲特指出，通货膨胀对一个国家来说是持续的威胁，目前为止美国做得不错。但他警告称，通胀和衰退都会威胁到投资者，衰退会变成萧条，届时重新整顿经济会难得多。</p><p style=\"text-align: justify;\">中国市场每次股东大会都是热议话题，巴菲特和芒格不止一次表达过对中国经济的看好，虽然伯克希尔投资中国股票数量不多，但两次出手都获得了10倍甚至30倍的回报。结合今年以来外资大量涌入抢筹中国优质资产，投资者们也十分关注两位老人的观点，从中来寻找投资机会。</p><p style=\"text-align: justify;\">除了有关中国的话题外，大家可以期待巴菲特和芒格分享他们对于全球局势、未来市场的看法，以及应对可能的经济挑战的计划。</p><p><strong>如何看待美国中小银行破产危机和对银行股的抛售？</strong></p><p style=\"text-align: justify;\">近期硅谷银行和签名银行的倒闭危机，让投资者对欧美银行体系稳定性的担忧蔓延。对此，巴菲特表示，人们不应该对银行业或美国银行存款的安全性感到恐慌。他指出，陷入困境的银行不是价值股，政府不会拯救陷入困境的银行的股东。</p><p style=\"text-align: justify;\">不过，他已经卖出了之前持有的大部分银行股，包括富国银行、高盛和摩根大通等。他还认为美国银行的倒闭潮并未结束。因此，这一次的股东大会，这位奥马哈先知可能会对银行系统再次发表自己的看法。</p><p><strong>加大对日本的投资，为何如此看好日本股市的前景？</strong></p><p style=\"text-align: justify;\">此前，巴菲特访问日本，并在采访中谈到已将其在日本五家公司中每家的股份提高至7.4%，并补充说会考虑进一步投资。据悉，这五家公司是日本著名的五大商社，其财团控制了日本接近99%的大型生产企业及贸易公司，投资领域涉及全球的石油、天然气及矿产资源。</p><p style=\"text-align: justify;\">现在，伯克希尔哈撒韦在日本拥有的股票比在美国以外其他任何国家都要多。此外，伯克希尔也己成为最大的日元债券外国发行人之一。那么，本次大会上，巴菲特可能继续就投资日本的话题进行深入探讨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80d86a538a98a297f73ce7b5cb708bd7\" alt=\"\" title=\"\" tg-width=\"362\" tg-height=\"431\"/></p><p><strong>重仓股持仓转向以及关于西方石油的投资逻辑</strong></p><p style=\"text-align: justify;\">在石油和天然气价格疲软之际，伯克希尔凶猛加仓西方石油，截至今年3月中旬，伯克希尔已经取得了西方石油23%左右的股权。得益于对西方石油等石油股的押注，伯克希尔哈撒韦股价去年全年上涨4%，大幅跑赢标普500指数。有市场分析认为，伯克希尔的最终目标可能是收购西方石油的多数股权。除了大量买入西方石油以外，巴菲特还长期持有另一只能源股雪佛龙。如此大手笔的操作，是不是表明了他长期看好传统能源股的态度呢？只能等到股东大会上，期待股神为此解答。</p><p><strong>ChatGPT曾令巴菲特“印象深刻” ！谈及人工智能，看法是否发生改变？</strong></p><p style=\"text-align: justify;\">自2月份以来，以ChatGPT为代表的人工智能备受关注，也在资本市场掀起了一波投资浪潮。巴菲特形象地比喻为，这是令人震惊的发明，就像1945年我们造出来原子弹一样。一直以来对投资新兴科技股票不感兴趣的巴菲特，前段时间被问到对于ChatGPT的看法时，竟然意外的答道，ChatGPT是一项卓越的发明，虽然他不知道这是不是有益的。随着，各大科技巨头的纷纷入局，人工智能这条赛道的大战愈演愈烈。市场调查公司CBInsights的报告显示，仅在今年第一季度共有34家人工智能初创公司被收购，为去年同期的两倍。巴老爷子会不会选择在这风口上采取行动呢？</p><p><strong>聊退休、接班人，谈及公司未来的治理</strong></p><p style=\"text-align: justify;\">92岁的巴菲特现在还是精力满满，在接受日本之行的采访中，全程精神矍铄、条理清晰，甚至没有表现出想要放弃最高CEO职位的迹象。不过，他在此前发表过，卸任后阿贝尔有望成为公司CEO的言论。巴菲特对阿贝尔的行事风格表示赞赏，还希望继任者能长期留任，而不是75岁之前退休。巴菲特说，负责几十项非保险业务的阿贝尔是伯克希尔拥有的一个巨大优势，他在做事方面更加强硬，因此伯克希尔的管理层得到了极大的改善。</p><p style=\"text-align: justify;\">对于伯克希尔的业绩情况，巴菲特近期表示，更加看好保险业务。他特别谈到，去年伯克希尔以约120亿美元收购保险公司 Alleghany 后，获得了八项非保险运营业务，每年税前利润高达数亿美元。但他也透露，伯克希尔的几家子公司正面临着愈加困难的环境。巴菲特一直强调公司治理的重要性，坚持通过透明的公司治理来保护伯克希尔哈撒韦和股东的利益。他曾对外承诺，对管理风险有充分的信心，自己99%的净资产都在伯克希尔。在今年的股东大会上，股东们可以期待更多关于伯克希尔治理和运营分享。</p><p style=\"text-align: justify;\"><strong>以下是伯克希尔官方公布并推荐的行程，时间为美国中部时间，与北京时间相差13个小时：</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/148ad5469b179c91acfacbf7c224015c\" tg-width=\"554\" tg-height=\"806\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>巴菲特股东大会前瞻 | 通胀、投资日本、ChatGPT.....这些话题大概率会被聊到</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n巴菲特股东大会前瞻 | 通胀、投资日本、ChatGPT.....这些话题大概率会被聊到\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-04-27 15:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><strong>齐聚奥马哈！今年的巴菲特股东大会将于5月的第一个星期六举行。届时，巴菲特可能会对美国通胀、银行危机、投资日本、人工智能等话题发表看法。</strong></blockquote><p style=\"text-align: justify;\">巴菲特旗下的伯克希尔哈撒韦公司的线下股东会计划于北京时间5月6日~7日举行。届时，巴菲特可能会对美国通胀、银行危机、投资日本、人工智能等话题发表看法。</p><p style=\"text-align: justify;\">回顾2022年，“股神”老而弥坚，在全球股市震荡中连续第二年跑赢美股大盘。且美股伯克希尔哈撒韦公司股价2022年上涨4.0%，大幅跑赢标普500指数22.1%。同时巴菲特以1180亿美元个人身价位居2022年福布斯排行榜第五位。</p><p>在2023年巴菲特股东大会来临前夕，我们先回顾下巴菲特过去一年干了哪些事儿？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bb039302842ba70fd6513eda3faaf2b\" tg-width=\"750\" tg-height=\"2462\"/></p><blockquote>前瞻 | 今年的股东大会将会有哪些要点可以关注？以下是可能会聊到的话题：</blockquote><p><strong>对于美国通胀、美联储加息以及中国市场的看法</strong></p><p style=\"text-align: justify;\">巴菲特一直以来对美联储的看法都较为正面，尽管美联储已经连续第9次加息。他称如果自己当联储主席的话，应该是不会像鲍威尔那样出色的。此前，外界一些评论经常批评美联储将利率维持在低位的时间过长，导致美国当前的通胀高烧不退。巴菲特指出，通货膨胀对一个国家来说是持续的威胁，目前为止美国做得不错。但他警告称，通胀和衰退都会威胁到投资者，衰退会变成萧条，届时重新整顿经济会难得多。</p><p style=\"text-align: justify;\">中国市场每次股东大会都是热议话题，巴菲特和芒格不止一次表达过对中国经济的看好，虽然伯克希尔投资中国股票数量不多，但两次出手都获得了10倍甚至30倍的回报。结合今年以来外资大量涌入抢筹中国优质资产，投资者们也十分关注两位老人的观点，从中来寻找投资机会。</p><p style=\"text-align: justify;\">除了有关中国的话题外，大家可以期待巴菲特和芒格分享他们对于全球局势、未来市场的看法，以及应对可能的经济挑战的计划。</p><p><strong>如何看待美国中小银行破产危机和对银行股的抛售？</strong></p><p style=\"text-align: justify;\">近期硅谷银行和签名银行的倒闭危机，让投资者对欧美银行体系稳定性的担忧蔓延。对此，巴菲特表示，人们不应该对银行业或美国银行存款的安全性感到恐慌。他指出，陷入困境的银行不是价值股，政府不会拯救陷入困境的银行的股东。</p><p style=\"text-align: justify;\">不过，他已经卖出了之前持有的大部分银行股，包括富国银行、高盛和摩根大通等。他还认为美国银行的倒闭潮并未结束。因此，这一次的股东大会，这位奥马哈先知可能会对银行系统再次发表自己的看法。</p><p><strong>加大对日本的投资，为何如此看好日本股市的前景？</strong></p><p style=\"text-align: justify;\">此前，巴菲特访问日本，并在采访中谈到已将其在日本五家公司中每家的股份提高至7.4%，并补充说会考虑进一步投资。据悉，这五家公司是日本著名的五大商社，其财团控制了日本接近99%的大型生产企业及贸易公司，投资领域涉及全球的石油、天然气及矿产资源。</p><p style=\"text-align: justify;\">现在，伯克希尔哈撒韦在日本拥有的股票比在美国以外其他任何国家都要多。此外，伯克希尔也己成为最大的日元债券外国发行人之一。那么，本次大会上，巴菲特可能继续就投资日本的话题进行深入探讨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80d86a538a98a297f73ce7b5cb708bd7\" alt=\"\" title=\"\" tg-width=\"362\" tg-height=\"431\"/></p><p><strong>重仓股持仓转向以及关于西方石油的投资逻辑</strong></p><p style=\"text-align: justify;\">在石油和天然气价格疲软之际，伯克希尔凶猛加仓西方石油，截至今年3月中旬，伯克希尔已经取得了西方石油23%左右的股权。得益于对西方石油等石油股的押注，伯克希尔哈撒韦股价去年全年上涨4%，大幅跑赢标普500指数。有市场分析认为，伯克希尔的最终目标可能是收购西方石油的多数股权。除了大量买入西方石油以外，巴菲特还长期持有另一只能源股雪佛龙。如此大手笔的操作，是不是表明了他长期看好传统能源股的态度呢？只能等到股东大会上，期待股神为此解答。</p><p><strong>ChatGPT曾令巴菲特“印象深刻” ！谈及人工智能，看法是否发生改变？</strong></p><p style=\"text-align: justify;\">自2月份以来，以ChatGPT为代表的人工智能备受关注，也在资本市场掀起了一波投资浪潮。巴菲特形象地比喻为，这是令人震惊的发明，就像1945年我们造出来原子弹一样。一直以来对投资新兴科技股票不感兴趣的巴菲特，前段时间被问到对于ChatGPT的看法时，竟然意外的答道，ChatGPT是一项卓越的发明，虽然他不知道这是不是有益的。随着，各大科技巨头的纷纷入局，人工智能这条赛道的大战愈演愈烈。市场调查公司CBInsights的报告显示，仅在今年第一季度共有34家人工智能初创公司被收购，为去年同期的两倍。巴老爷子会不会选择在这风口上采取行动呢？</p><p><strong>聊退休、接班人，谈及公司未来的治理</strong></p><p style=\"text-align: justify;\">92岁的巴菲特现在还是精力满满，在接受日本之行的采访中，全程精神矍铄、条理清晰，甚至没有表现出想要放弃最高CEO职位的迹象。不过，他在此前发表过，卸任后阿贝尔有望成为公司CEO的言论。巴菲特对阿贝尔的行事风格表示赞赏，还希望继任者能长期留任，而不是75岁之前退休。巴菲特说，负责几十项非保险业务的阿贝尔是伯克希尔拥有的一个巨大优势，他在做事方面更加强硬，因此伯克希尔的管理层得到了极大的改善。</p><p style=\"text-align: justify;\">对于伯克希尔的业绩情况，巴菲特近期表示，更加看好保险业务。他特别谈到，去年伯克希尔以约120亿美元收购保险公司 Alleghany 后，获得了八项非保险运营业务，每年税前利润高达数亿美元。但他也透露，伯克希尔的几家子公司正面临着愈加困难的环境。巴菲特一直强调公司治理的重要性，坚持通过透明的公司治理来保护伯克希尔哈撒韦和股东的利益。他曾对外承诺，对管理风险有充分的信心，自己99%的净资产都在伯克希尔。在今年的股东大会上，股东们可以期待更多关于伯克希尔治理和运营分享。</p><p style=\"text-align: justify;\"><strong>以下是伯克希尔官方公布并推荐的行程，时间为美国中部时间，与北京时间相差13个小时：</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/148ad5469b179c91acfacbf7c224015c\" tg-width=\"554\" tg-height=\"806\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/82d533169ff6dcc15cc9be15082371e7","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172872593","content_text":"齐聚奥马哈！今年的巴菲特股东大会将于5月的第一个星期六举行。届时，巴菲特可能会对美国通胀、银行危机、投资日本、人工智能等话题发表看法。巴菲特旗下的伯克希尔哈撒韦公司的线下股东会计划于北京时间5月6日~7日举行。届时，巴菲特可能会对美国通胀、银行危机、投资日本、人工智能等话题发表看法。回顾2022年，“股神”老而弥坚，在全球股市震荡中连续第二年跑赢美股大盘。且美股伯克希尔哈撒韦公司股价2022年上涨4.0%，大幅跑赢标普500指数22.1%。同时巴菲特以1180亿美元个人身价位居2022年福布斯排行榜第五位。在2023年巴菲特股东大会来临前夕，我们先回顾下巴菲特过去一年干了哪些事儿？前瞻 | 今年的股东大会将会有哪些要点可以关注？以下是可能会聊到的话题：对于美国通胀、美联储加息以及中国市场的看法巴菲特一直以来对美联储的看法都较为正面，尽管美联储已经连续第9次加息。他称如果自己当联储主席的话，应该是不会像鲍威尔那样出色的。此前，外界一些评论经常批评美联储将利率维持在低位的时间过长，导致美国当前的通胀高烧不退。巴菲特指出，通货膨胀对一个国家来说是持续的威胁，目前为止美国做得不错。但他警告称，通胀和衰退都会威胁到投资者，衰退会变成萧条，届时重新整顿经济会难得多。中国市场每次股东大会都是热议话题，巴菲特和芒格不止一次表达过对中国经济的看好，虽然伯克希尔投资中国股票数量不多，但两次出手都获得了10倍甚至30倍的回报。结合今年以来外资大量涌入抢筹中国优质资产，投资者们也十分关注两位老人的观点，从中来寻找投资机会。除了有关中国的话题外，大家可以期待巴菲特和芒格分享他们对于全球局势、未来市场的看法，以及应对可能的经济挑战的计划。如何看待美国中小银行破产危机和对银行股的抛售？近期硅谷银行和签名银行的倒闭危机，让投资者对欧美银行体系稳定性的担忧蔓延。对此，巴菲特表示，人们不应该对银行业或美国银行存款的安全性感到恐慌。他指出，陷入困境的银行不是价值股，政府不会拯救陷入困境的银行的股东。不过，他已经卖出了之前持有的大部分银行股，包括富国银行、高盛和摩根大通等。他还认为美国银行的倒闭潮并未结束。因此，这一次的股东大会，这位奥马哈先知可能会对银行系统再次发表自己的看法。加大对日本的投资，为何如此看好日本股市的前景？此前，巴菲特访问日本，并在采访中谈到已将其在日本五家公司中每家的股份提高至7.4%，并补充说会考虑进一步投资。据悉，这五家公司是日本著名的五大商社，其财团控制了日本接近99%的大型生产企业及贸易公司，投资领域涉及全球的石油、天然气及矿产资源。现在，伯克希尔哈撒韦在日本拥有的股票比在美国以外其他任何国家都要多。此外，伯克希尔也己成为最大的日元债券外国发行人之一。那么，本次大会上，巴菲特可能继续就投资日本的话题进行深入探讨。重仓股持仓转向以及关于西方石油的投资逻辑在石油和天然气价格疲软之际，伯克希尔凶猛加仓西方石油，截至今年3月中旬，伯克希尔已经取得了西方石油23%左右的股权。得益于对西方石油等石油股的押注，伯克希尔哈撒韦股价去年全年上涨4%，大幅跑赢标普500指数。有市场分析认为，伯克希尔的最终目标可能是收购西方石油的多数股权。除了大量买入西方石油以外，巴菲特还长期持有另一只能源股雪佛龙。如此大手笔的操作，是不是表明了他长期看好传统能源股的态度呢？只能等到股东大会上，期待股神为此解答。ChatGPT曾令巴菲特“印象深刻” ！谈及人工智能，看法是否发生改变？自2月份以来，以ChatGPT为代表的人工智能备受关注，也在资本市场掀起了一波投资浪潮。巴菲特形象地比喻为，这是令人震惊的发明，就像1945年我们造出来原子弹一样。一直以来对投资新兴科技股票不感兴趣的巴菲特，前段时间被问到对于ChatGPT的看法时，竟然意外的答道，ChatGPT是一项卓越的发明，虽然他不知道这是不是有益的。随着，各大科技巨头的纷纷入局，人工智能这条赛道的大战愈演愈烈。市场调查公司CBInsights的报告显示，仅在今年第一季度共有34家人工智能初创公司被收购，为去年同期的两倍。巴老爷子会不会选择在这风口上采取行动呢？聊退休、接班人，谈及公司未来的治理92岁的巴菲特现在还是精力满满，在接受日本之行的采访中，全程精神矍铄、条理清晰，甚至没有表现出想要放弃最高CEO职位的迹象。不过，他在此前发表过，卸任后阿贝尔有望成为公司CEO的言论。巴菲特对阿贝尔的行事风格表示赞赏，还希望继任者能长期留任，而不是75岁之前退休。巴菲特说，负责几十项非保险业务的阿贝尔是伯克希尔拥有的一个巨大优势，他在做事方面更加强硬，因此伯克希尔的管理层得到了极大的改善。对于伯克希尔的业绩情况，巴菲特近期表示，更加看好保险业务。他特别谈到，去年伯克希尔以约120亿美元收购保险公司 Alleghany 后，获得了八项非保险运营业务，每年税前利润高达数亿美元。但他也透露，伯克希尔的几家子公司正面临着愈加困难的环境。巴菲特一直强调公司治理的重要性，坚持通过透明的公司治理来保护伯克希尔哈撒韦和股东的利益。他曾对外承诺，对管理风险有充分的信心，自己99%的净资产都在伯克希尔。在今年的股东大会上，股东们可以期待更多关于伯克希尔治理和运营分享。以下是伯克希尔官方公布并推荐的行程，时间为美国中部时间，与北京时间相差13个小时：","news_type":1},"isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942587508,"gmtCreate":1681256586204,"gmtModify":1681256589666,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Thanks for sharing","listText":"Thanks for sharing","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":35,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942587508","repostId":"2326672953","repostType":2,"repost":{"id":"2326672953","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1681243393,"share":"https://ttm.financial/m/news/2326672953?lang=&edition=fundamental","pubTime":"2023-04-12 04:03","market":"us","language":"en","title":"U.S. STOCKS-Wall St Ends Mixed As Inflation Data Comes Into Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2326672953","media":"Reuters","summary":"(Reuters) - Wall Street stocks ended mixed on Tuesday, losing steam late in the session as investors","content":"<html><head></head><body><p>(Reuters) - Wall Street stocks ended mixed on Tuesday, losing steam late in the session as investors awaited crucial inflation data and the unofficial kick-off of first-quarter reporting season.</p><p style=\"text-align: start;\">The Dow closed in positive territory with economically sensitive sectors such as industrials, materials and transports providing a boost, while tech and tech-adjacent megacap stocks pulled the Nasdaq to a lower close.</p><p>The bellwether S&amp;P 500 ended essentially unchanged.</p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7193100662959d4987780513625da5f4\" tg-width=\"1080\" tg-height=\"1920\"/></p><p></p><p style=\"text-align: start;\">&#34;When you see cyclicals leading, that is saying that recession worries could be somewhat overblown,&#34; said Ryan Detrick, chief market strategist at Carson Group in Omaha. &#34;That&#39;s a healthy sign, what you wouldn&#39;t expect to see if we were headed straight for recession.&#34;</p><p style=\"text-align: start;\">Stocks briefly gained momentum in the afternoon as Chicago Fed President Austan Goolsbee urged caution, warning that the Federal Reserve needs to be careful about raising rates too aggressively in its efforts to tame inflation.</p><p>With a lack of market moving catalysts, investors looked ahead to Wednesday&#39;s consumer price index (CPI) for any evidence that the long, slow inflation cooldown continues.</p><p style=\"text-align: start;\">&#34;It&#39;s the calm before the storm,&#34; Detrick added. &#34;With huge inflation data tomorrow, Fed minutes coming out soon and earnings right around the corner, traders are taking a wait and see approach to see how the inflation data comes in.&#34;</p><p style=\"text-align: start;\">On a monthly basis, analysts see headline and core CPI cooling to 0.2% and 0.4%, respectively. But year-on-year, while consensus estimates call for a significant drop in the headline number - to 5.2% from 6.0% - the core measure, which strips out volatile food and energy prices, is expected to gain heat, rising to 5.6% from 5.5%.</p><p style=\"text-align: start;\">As inflation slowly cools to the Fed&#39;s average annual 2% target, market participants are banking on a 67% likelihood of another 25 basis point interest rate hike at the conclusion of its May monetary policy meeting, according to CME&#39;s FedWatch tool.</p><p>&#34;(The) 25 basis point hike is probably going to happen, and is baked into stock prices,&#34; said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. &#34;How they position it for the next meeting is key, because so many people are expecting a downturn in the economy.&#34;</p><p>Beyond CPI, investors are eyeing first-quarter reporting season, which surges from the starting gate on Friday with results from three major banks, Citigroup Inc (C.N), JPMorgan Chase &amp; Co (JPM.N) and Wells Fargo &amp; Co (WFC.N).</p><p style=\"text-align: start;\">Analysts expect aggregate first-quarter S&amp;P 500 earnings falling 5.2% year-on-year, a stark reversal from the 1.4% annual growth seen at the beginning of the quarter.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average (.DJI) rose 98.27 points, or 0.29%, to 33,684.79; the S&amp;P 500 (.SPX) lost 0.17 points, essentially flat, at 4,108.94; and the Nasdaq Composite (.IXIC) dropped 52.48 points, or 0.43%, to 12,031.88.</p><p style=\"text-align: start;\">Among the 11 major sectors of the S&amp;P 500, communication services (.SPLRCL) and tech (.SPLRCT) ended in the red, while energy (.SPNY) and financials (.SPSY) enjoyed the largest percentage gains.</p><p style=\"text-align: start;\">Cryptocurrency-related shares such as <a href=\"https://laohu8.com/S/COIN\">Coinbase Global Inc </a>, <a href=\"https://laohu8.com/S/RIOT\">Riot Platforms Inc </a> and <a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings Inc </a> climbed between 6% and 17% as bitcoin broke through the $30,000 level for the first time in 10 months.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/KMX\">CarMax Inc </a> surged 9.6% after the used-car retailer posted a consensus-beating quarterly profit.</p><p style=\"text-align: start;\">Drugmaker <a href=\"https://laohu8.com/S/MRNA\">Moderna Inc </a> slipped 3.1% after the company said its closely watched flu vaccine failed to meet the criteria for &#34;early success&#34; in a late-stage trial.</p><p style=\"text-align: start;\">Advancing issues outnumbered decliners on the NYSE by a 3.04-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.</p><p style=\"text-align: start;\">The S&amp;P 500 posted nine new 52-week highs and no new lows; the Nasdaq Composite recorded 64 new highs and 118 new lows.</p><p style=\"text-align: start;\">Volume on U.S. exchanges was 9.84 billion shares, compared with the 11.95 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. STOCKS-Wall St Ends Mixed As Inflation Data Comes Into Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. STOCKS-Wall St Ends Mixed As Inflation Data Comes Into Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-04-12 04:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street stocks ended mixed on Tuesday, losing steam late in the session as investors awaited crucial inflation data and the unofficial kick-off of first-quarter reporting season.</p><p style=\"text-align: start;\">The Dow closed in positive territory with economically sensitive sectors such as industrials, materials and transports providing a boost, while tech and tech-adjacent megacap stocks pulled the Nasdaq to a lower close.</p><p>The bellwether S&amp;P 500 ended essentially unchanged.</p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7193100662959d4987780513625da5f4\" tg-width=\"1080\" tg-height=\"1920\"/></p><p></p><p style=\"text-align: start;\">&#34;When you see cyclicals leading, that is saying that recession worries could be somewhat overblown,&#34; said Ryan Detrick, chief market strategist at Carson Group in Omaha. &#34;That&#39;s a healthy sign, what you wouldn&#39;t expect to see if we were headed straight for recession.&#34;</p><p style=\"text-align: start;\">Stocks briefly gained momentum in the afternoon as Chicago Fed President Austan Goolsbee urged caution, warning that the Federal Reserve needs to be careful about raising rates too aggressively in its efforts to tame inflation.</p><p>With a lack of market moving catalysts, investors looked ahead to Wednesday&#39;s consumer price index (CPI) for any evidence that the long, slow inflation cooldown continues.</p><p style=\"text-align: start;\">&#34;It&#39;s the calm before the storm,&#34; Detrick added. &#34;With huge inflation data tomorrow, Fed minutes coming out soon and earnings right around the corner, traders are taking a wait and see approach to see how the inflation data comes in.&#34;</p><p style=\"text-align: start;\">On a monthly basis, analysts see headline and core CPI cooling to 0.2% and 0.4%, respectively. But year-on-year, while consensus estimates call for a significant drop in the headline number - to 5.2% from 6.0% - the core measure, which strips out volatile food and energy prices, is expected to gain heat, rising to 5.6% from 5.5%.</p><p style=\"text-align: start;\">As inflation slowly cools to the Fed&#39;s average annual 2% target, market participants are banking on a 67% likelihood of another 25 basis point interest rate hike at the conclusion of its May monetary policy meeting, according to CME&#39;s FedWatch tool.</p><p>&#34;(The) 25 basis point hike is probably going to happen, and is baked into stock prices,&#34; said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. &#34;How they position it for the next meeting is key, because so many people are expecting a downturn in the economy.&#34;</p><p>Beyond CPI, investors are eyeing first-quarter reporting season, which surges from the starting gate on Friday with results from three major banks, Citigroup Inc (C.N), JPMorgan Chase &amp; Co (JPM.N) and Wells Fargo &amp; Co (WFC.N).</p><p style=\"text-align: start;\">Analysts expect aggregate first-quarter S&amp;P 500 earnings falling 5.2% year-on-year, a stark reversal from the 1.4% annual growth seen at the beginning of the quarter.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average (.DJI) rose 98.27 points, or 0.29%, to 33,684.79; the S&amp;P 500 (.SPX) lost 0.17 points, essentially flat, at 4,108.94; and the Nasdaq Composite (.IXIC) dropped 52.48 points, or 0.43%, to 12,031.88.</p><p style=\"text-align: start;\">Among the 11 major sectors of the S&amp;P 500, communication services (.SPLRCL) and tech (.SPLRCT) ended in the red, while energy (.SPNY) and financials (.SPSY) enjoyed the largest percentage gains.</p><p style=\"text-align: start;\">Cryptocurrency-related shares such as <a href=\"https://laohu8.com/S/COIN\">Coinbase Global Inc </a>, <a href=\"https://laohu8.com/S/RIOT\">Riot Platforms Inc </a> and <a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings Inc </a> climbed between 6% and 17% as bitcoin broke through the $30,000 level for the first time in 10 months.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/KMX\">CarMax Inc </a> surged 9.6% after the used-car retailer posted a consensus-beating quarterly profit.</p><p style=\"text-align: start;\">Drugmaker <a href=\"https://laohu8.com/S/MRNA\">Moderna Inc </a> slipped 3.1% after the company said its closely watched flu vaccine failed to meet the criteria for &#34;early success&#34; in a late-stage trial.</p><p style=\"text-align: start;\">Advancing issues outnumbered decliners on the NYSE by a 3.04-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.</p><p style=\"text-align: start;\">The S&amp;P 500 posted nine new 52-week highs and no new lows; the Nasdaq Composite recorded 64 new highs and 118 new lows.</p><p style=\"text-align: start;\">Volume on U.S. exchanges was 9.84 billion shares, compared with the 11.95 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326672953","content_text":"(Reuters) - Wall Street stocks ended mixed on Tuesday, losing steam late in the session as investors awaited crucial inflation data and the unofficial kick-off of first-quarter reporting season.The Dow closed in positive territory with economically sensitive sectors such as industrials, materials and transports providing a boost, while tech and tech-adjacent megacap stocks pulled the Nasdaq to a lower close.The bellwether S&P 500 ended essentially unchanged.\"When you see cyclicals leading, that is saying that recession worries could be somewhat overblown,\" said Ryan Detrick, chief market strategist at Carson Group in Omaha. \"That's a healthy sign, what you wouldn't expect to see if we were headed straight for recession.\"Stocks briefly gained momentum in the afternoon as Chicago Fed President Austan Goolsbee urged caution, warning that the Federal Reserve needs to be careful about raising rates too aggressively in its efforts to tame inflation.With a lack of market moving catalysts, investors looked ahead to Wednesday's consumer price index (CPI) for any evidence that the long, slow inflation cooldown continues.\"It's the calm before the storm,\" Detrick added. \"With huge inflation data tomorrow, Fed minutes coming out soon and earnings right around the corner, traders are taking a wait and see approach to see how the inflation data comes in.\"On a monthly basis, analysts see headline and core CPI cooling to 0.2% and 0.4%, respectively. But year-on-year, while consensus estimates call for a significant drop in the headline number - to 5.2% from 6.0% - the core measure, which strips out volatile food and energy prices, is expected to gain heat, rising to 5.6% from 5.5%.As inflation slowly cools to the Fed's average annual 2% target, market participants are banking on a 67% likelihood of another 25 basis point interest rate hike at the conclusion of its May monetary policy meeting, according to CME's FedWatch tool.\"(The) 25 basis point hike is probably going to happen, and is baked into stock prices,\" said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. \"How they position it for the next meeting is key, because so many people are expecting a downturn in the economy.\"Beyond CPI, investors are eyeing first-quarter reporting season, which surges from the starting gate on Friday with results from three major banks, Citigroup Inc (C.N), JPMorgan Chase & Co (JPM.N) and Wells Fargo & Co (WFC.N).Analysts expect aggregate first-quarter S&P 500 earnings falling 5.2% year-on-year, a stark reversal from the 1.4% annual growth seen at the beginning of the quarter.The Dow Jones Industrial Average (.DJI) rose 98.27 points, or 0.29%, to 33,684.79; the S&P 500 (.SPX) lost 0.17 points, essentially flat, at 4,108.94; and the Nasdaq Composite (.IXIC) dropped 52.48 points, or 0.43%, to 12,031.88.Among the 11 major sectors of the S&P 500, communication services (.SPLRCL) and tech (.SPLRCT) ended in the red, while energy (.SPNY) and financials (.SPSY) enjoyed the largest percentage gains.Cryptocurrency-related shares such as Coinbase Global Inc , Riot Platforms Inc  and Marathon Digital Holdings Inc  climbed between 6% and 17% as bitcoin broke through the $30,000 level for the first time in 10 months.CarMax Inc  surged 9.6% after the used-car retailer posted a consensus-beating quarterly profit.Drugmaker Moderna Inc  slipped 3.1% after the company said its closely watched flu vaccine failed to meet the criteria for \"early success\" in a late-stage trial.Advancing issues outnumbered decliners on the NYSE by a 3.04-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.The S&P 500 posted nine new 52-week highs and no new lows; the Nasdaq Composite recorded 64 new highs and 118 new lows.Volume on U.S. exchanges was 9.84 billion shares, compared with the 11.95 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257146403471616,"gmtCreate":1703813931932,"gmtModify":1703837486810,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257146403471616","isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941111075,"gmtCreate":1680044715198,"gmtModify":1680044719094,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941111075","repostId":"2322264351","repostType":4,"repost":{"id":"2322264351","pubTimestamp":1680017525,"share":"https://ttm.financial/m/news/2322264351?lang=&edition=fundamental","pubTime":"2023-03-28 23:32","market":"us","language":"en","title":"1 Stock-Split Stock Set to Soar 705%, According to Cathie Wood's Ark Invest","url":"https://stock-news.laohu8.com/highlight/detail?id=2322264351","media":"Motley Fool","summary":"Ark Investment Management and Elon Musk see eye to eye on one product opportunity.","content":"<html><head></head><body><p>Stock splits were all the rage in 2022 as some of America&#39;s largest companies sought to shrink their share prices after making substantial gains in the years prior. The move ensured their stock remained accessible to retail investors with small amounts of capital, as well as employees who wanted to participate in share purchase plans.</p><p>In August of last year, electric vehicle powerhouse <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> executed a 3-for-1 split that increased the number of shares on issue threefold and shrank its stock price from $891.30 to $297.10. The stock split alone isn&#39;t a reason to buy Tesla because it hasn&#39;t changed the value of the underlying company, but the company&#39;s fundamentals certainly might be.</p><p>Ark Investment Management, led by technology investor Cathie Wood, believes Tesla stock could soar to $1,533.33 by 2026 on the back of growing demand for electric vehicles, plus the rise of fully autonomous robotaxis. The latter is a key area of focus for CEO Elon Musk, too.</p><p>Given Tesla stock trades around $190 as of this writing, that presents an opportunity for investors to earn a substantial return -- particularly retail investors, thanks to last year&#39;s stock split.</p><h2>Tesla and Ark bet big on robotaxis</h2><p>Tesla is, first and foremost, the world&#39;s largest electric vehicle manufacturer. It delivered 1.3 million cars worldwide in 2022, and it holds a 65% market share in the U.S. alone. While the competition is growing, Tesla might just be getting warmed up because Musk believes the company can produce 20 million vehicles per year by 2030.</p><p>But the EV specialist is also a leading developer of autonomous self-driving software, which is not only a financial opportunity in and of itself, but it paves the way for Tesla&#39;s ambitious plan to build a fleet of robotaxis (slated for release in 2024). On the company&#39;s recent fourth-quarter 2022 earnings call, Musk spoke generally about the potential for fully autonomous cars to create more value than anything in history.</p><p>That&#39;s supported by Ark Invest&#39;s lofty predictions for the autonomous ride-hailing industry. The firm believes that any Tesla vehicle on the road with full self-driving capabilities will have the potential to generate $20,000 in revenue per year by transporting people without human assistance. Overall, Ark Invest is betting autonomous ride-hailing will create $14 trillion in value as soon as 2027, with $4 trillion in annual revenue across the industry.</p><p>Remarkably, Ark Invest says using autonomous taxis could cost as little as $0.25 per mile, which means they have the potential to replace 60% of short-haul flights based on affordability. That&#39;s a big opportunity for Tesla, which has approximately 2.7 million cars on the road collecting data to feed its self-driving models right now -- 10 times more than its closest competitor.</p><h2>Ark Invest is extremely bullish on Tesla stock</h2><p>Ark Invest currently runs eight exchange-traded funds (ETFs) focused on making long-term bets on different segments of the technology sector. Three of those ETFs own a combined $975 million worth of Tesla stock, and it&#39;s the firm&#39;s single largest holding by value -- value that could soar if its bold forecast becomes reality.</p><p>Ark Invest put forward a 2026 price target of $1,533.33 for Tesla stock, which would represent a substantial 705% upside from where it trades today. It also means Tesla would be worth a whopping $5.3 trillion!</p><p>The forecast assumes the EV maker is generating $843 billion in revenue that year, the majority of which would be coming from electric vehicle sales, and 34% from its robotaxi business. But considering Wall Street analysts expect just $103 billion in revenue in 2023, it means the company will have to more than double its revenue in each of 2024, 2025, and 2026.</p><p>That&#39;s ambitious, if not unlikely. Tesla&#39;s own forecasts point to 50% annual growth in vehicle sales, suggesting revenue should increase at roughly the same rate. That&#39;s half the pace of Ark&#39;s estimate, which means its $1,533.33 price target may not be achievable by 2026.</p><p>But that&#39;s not to say it isn&#39;t achievable eventually. In fact, if Tesla does produce 20 million cars per year by 2030 (as Musk predicts), combined with revenue from self-driving software and robotaxis, then there&#39;s every chance Tesla stock can soar to $1,533.33 by the end of this decade.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Stock-Split Stock Set to Soar 705%, According to Cathie Wood's Ark Invest</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\">\n1 Stock-Split Stock Set to Soar 705%, According to Cathie Wood's Ark Invest\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-28 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/28/stock-split-stock-soar-cathie-woods-ark-invest/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock splits were all the rage in 2022 as some of America's largest companies sought to shrink their share prices after making substantial gains in the years prior. The move ensured their stock ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/28/stock-split-stock-soar-cathie-woods-ark-invest/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","ARKK":"ARK Innovation ETF"},"source_url":"https://www.fool.com/investing/2023/03/28/stock-split-stock-soar-cathie-woods-ark-invest/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322264351","content_text":"Stock splits were all the rage in 2022 as some of America's largest companies sought to shrink their share prices after making substantial gains in the years prior. The move ensured their stock remained accessible to retail investors with small amounts of capital, as well as employees who wanted to participate in share purchase plans.In August of last year, electric vehicle powerhouse Tesla  executed a 3-for-1 split that increased the number of shares on issue threefold and shrank its stock price from $891.30 to $297.10. The stock split alone isn't a reason to buy Tesla because it hasn't changed the value of the underlying company, but the company's fundamentals certainly might be.Ark Investment Management, led by technology investor Cathie Wood, believes Tesla stock could soar to $1,533.33 by 2026 on the back of growing demand for electric vehicles, plus the rise of fully autonomous robotaxis. The latter is a key area of focus for CEO Elon Musk, too.Given Tesla stock trades around $190 as of this writing, that presents an opportunity for investors to earn a substantial return -- particularly retail investors, thanks to last year's stock split.Tesla and Ark bet big on robotaxisTesla is, first and foremost, the world's largest electric vehicle manufacturer. It delivered 1.3 million cars worldwide in 2022, and it holds a 65% market share in the U.S. alone. While the competition is growing, Tesla might just be getting warmed up because Musk believes the company can produce 20 million vehicles per year by 2030.But the EV specialist is also a leading developer of autonomous self-driving software, which is not only a financial opportunity in and of itself, but it paves the way for Tesla's ambitious plan to build a fleet of robotaxis (slated for release in 2024). On the company's recent fourth-quarter 2022 earnings call, Musk spoke generally about the potential for fully autonomous cars to create more value than anything in history.That's supported by Ark Invest's lofty predictions for the autonomous ride-hailing industry. The firm believes that any Tesla vehicle on the road with full self-driving capabilities will have the potential to generate $20,000 in revenue per year by transporting people without human assistance. Overall, Ark Invest is betting autonomous ride-hailing will create $14 trillion in value as soon as 2027, with $4 trillion in annual revenue across the industry.Remarkably, Ark Invest says using autonomous taxis could cost as little as $0.25 per mile, which means they have the potential to replace 60% of short-haul flights based on affordability. That's a big opportunity for Tesla, which has approximately 2.7 million cars on the road collecting data to feed its self-driving models right now -- 10 times more than its closest competitor.Ark Invest is extremely bullish on Tesla stockArk Invest currently runs eight exchange-traded funds (ETFs) focused on making long-term bets on different segments of the technology sector. Three of those ETFs own a combined $975 million worth of Tesla stock, and it's the firm's single largest holding by value -- value that could soar if its bold forecast becomes reality.Ark Invest put forward a 2026 price target of $1,533.33 for Tesla stock, which would represent a substantial 705% upside from where it trades today. It also means Tesla would be worth a whopping $5.3 trillion!The forecast assumes the EV maker is generating $843 billion in revenue that year, the majority of which would be coming from electric vehicle sales, and 34% from its robotaxi business. But considering Wall Street analysts expect just $103 billion in revenue in 2023, it means the company will have to more than double its revenue in each of 2024, 2025, and 2026.That's ambitious, if not unlikely. Tesla's own forecasts point to 50% annual growth in vehicle sales, suggesting revenue should increase at roughly the same rate. That's half the pace of Ark's estimate, which means its $1,533.33 price target may not be achievable by 2026.But that's not to say it isn't achievable eventually. In fact, if Tesla does produce 20 million cars per year by 2030 (as Musk predicts), combined with revenue from self-driving software and robotaxis, then there's every chance Tesla stock can soar to $1,533.33 by the end of this decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942443747,"gmtCreate":1681290259990,"gmtModify":1681290263710,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942443747","repostId":"2326960594","repostType":4,"repost":{"id":"2326960594","pubTimestamp":1681281010,"share":"https://ttm.financial/m/news/2326960594?lang=&edition=fundamental","pubTime":"2023-04-12 14:30","market":"us","language":"en","title":"Fed’s Meeting Minutes to Detail How Officials Weighed Bank Risks","url":"https://stock-news.laohu8.com/highlight/detail?id=2326960594","media":"Bloomberg","summary":"Policymakers met just days after banks collapsed last monthMinutes could offer clues on how official","content":"<html><head></head><body><ul><li><p>Policymakers met just days after banks collapsed last month</p></li><li><p>Minutes could offer clues on how officials assess rate path</p></li></ul><p>The Federal Reserve will offer new insight Wednesday into how policymakers reached one of their most difficult decisions in years, shrugging off bank failures that roiled markets last month to deliver a quarter-percentage-point rate hike amid signs of stubborn price pressures.</p><p style=\"text-align: start;\">The Fed’s rate increase last month, which brought their benchmark rate to a range of 4.75%-5%, had a “very strong consensus” among committee members, Chair Jerome Powell told reporters in a press conference following the March 21-22 Federal Open Market Committee meeting. All eyes will be on the minutes from that gathering, set to be released Wednesday at 2 p.m. in Washington, for details about the debate. </p><p style=\"text-align: start;\">“The overall message should still be that there’s a lot of uncertainty, but we know that we have an inflation problem still — that will be number one,” said Citigroup Inc. economist Veronica Clark.</p><h3 style=\"text-align: start;\">Weighing Trade-offs</h3><p style=\"text-align: start;\">The March rate hike came at a tumultuous time: Silicon Valley Bank had collapsed less than two weeks earlier, and Fed officials were unsure how widespread the banking turmoil would be. With inflation still running much higher than the Fed’s 2% target, officials increased rates, but not by as much as some Fed watchers had thought they might before the bank troubles unfolded.</p><p>Analysts will be looking to the minutes for insight into how policymakers weighed the need to further tighten to bring down inflation against the possibility of exacerbating angst in financial markets. </p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb8248d5e151e68ca7cdc65b550549f5\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"675\"/></p>A key question, raised by Powell after the meeting and many of his colleagues in the weeks since, is the extent to which tighter lending conditions will filter through to the economy as the Fed tries to cool inflation and the labor market.<p></p><h3 style=\"text-align: start;\">Future Policy</h3><p style=\"text-align: start;\">The unpredictability of that has left economists and market participants scratching their heads about what the path of Fed policy could look like going forward. </p><p style=\"text-align: start;\">Fed officials in March removed language from their post-meeting statement that said that “ongoing” increases in the policy rate would be appropriate, saying instead that “some” additional tightening may be warranted. They also estimated that interest rates would rise to 5.1% by year-end, according to their median forecast, implying one more quarter-point move.</p><p>With policy now being conducted much more on a meeting-by-meeting basis, investors will look to the minutes for signs of how many officials may support further hikes. </p><p style=\"text-align: start;\">“Things have changed, we’ve gotten some stability in markets and volatility has come off a bit, but how is the base case evolving,” said Brett Ryan, senior US economist at Deutsche Bank AG. “It’s really important to see how much, in terms of upside risks to rate hikes going forward, did this latest episode truncate those upside risks.”</p><h3 style=\"text-align: start;\">Bank Fallout</h3><p style=\"text-align: start;\">The minutes from the Fed’s March meeting will also provide an important glimpse into how the country’s top banking regulators viewed the financial stability risks stemming from the bank collapses and their fallout. </p><p>Minutes from their previous meeting, at the beginning of February, showed that some of the problems that led to SVB’s failure, namely unrealized losses in their Treasury holdings, were discussed as a potential risk to the financial sector. </p><p style=\"text-align: start;\">Powell, at the post-meeting press conference in March, said officials were stumped by the rapid run on SVB. And New York Fed President John Williams this week said he didn’t think there was a link between the Fed’s aggressive rate increases and stress in the banking sector.</p><p style=\"text-align: start;\">A lending pullback could help the Fed in its attempt to cool inflation, though it’s unclear exactly how much and for how long tighter credit conditions will impact the economy.</p><p style=\"text-align: start;\">“They’re kind of increasingly confident that they’ve avoided a crisis, so it seems to me if they were willing to carry forward at that time, then all else equal they’d probably be more willing to carry forward today, depending of course on whether it’s necessary or not,” said Stephen Stanley, chief US economist at Santander US Capital Markets LLC.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s Meeting Minutes to Detail How Officials Weighed Bank Risks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nFed’s Meeting Minutes to Detail How Officials Weighed Bank Risks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-12 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-12/fed-s-meeting-minutes-to-detail-how-officials-weighed-bank-risks?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Policymakers met just days after banks collapsed last monthMinutes could offer clues on how officials assess rate pathThe Federal Reserve will offer new insight Wednesday into how policymakers reached...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-12/fed-s-meeting-minutes-to-detail-how-officials-weighed-bank-risks?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2023-04-12/fed-s-meeting-minutes-to-detail-how-officials-weighed-bank-risks?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326960594","content_text":"Policymakers met just days after banks collapsed last monthMinutes could offer clues on how officials assess rate pathThe Federal Reserve will offer new insight Wednesday into how policymakers reached one of their most difficult decisions in years, shrugging off bank failures that roiled markets last month to deliver a quarter-percentage-point rate hike amid signs of stubborn price pressures.The Fed’s rate increase last month, which brought their benchmark rate to a range of 4.75%-5%, had a “very strong consensus” among committee members, Chair Jerome Powell told reporters in a press conference following the March 21-22 Federal Open Market Committee meeting. All eyes will be on the minutes from that gathering, set to be released Wednesday at 2 p.m. in Washington, for details about the debate. “The overall message should still be that there’s a lot of uncertainty, but we know that we have an inflation problem still — that will be number one,” said Citigroup Inc. economist Veronica Clark.Weighing Trade-offsThe March rate hike came at a tumultuous time: Silicon Valley Bank had collapsed less than two weeks earlier, and Fed officials were unsure how widespread the banking turmoil would be. With inflation still running much higher than the Fed’s 2% target, officials increased rates, but not by as much as some Fed watchers had thought they might before the bank troubles unfolded.Analysts will be looking to the minutes for insight into how policymakers weighed the need to further tighten to bring down inflation against the possibility of exacerbating angst in financial markets. A key question, raised by Powell after the meeting and many of his colleagues in the weeks since, is the extent to which tighter lending conditions will filter through to the economy as the Fed tries to cool inflation and the labor market.Future PolicyThe unpredictability of that has left economists and market participants scratching their heads about what the path of Fed policy could look like going forward. Fed officials in March removed language from their post-meeting statement that said that “ongoing” increases in the policy rate would be appropriate, saying instead that “some” additional tightening may be warranted. They also estimated that interest rates would rise to 5.1% by year-end, according to their median forecast, implying one more quarter-point move.With policy now being conducted much more on a meeting-by-meeting basis, investors will look to the minutes for signs of how many officials may support further hikes. “Things have changed, we’ve gotten some stability in markets and volatility has come off a bit, but how is the base case evolving,” said Brett Ryan, senior US economist at Deutsche Bank AG. “It’s really important to see how much, in terms of upside risks to rate hikes going forward, did this latest episode truncate those upside risks.”Bank FalloutThe minutes from the Fed’s March meeting will also provide an important glimpse into how the country’s top banking regulators viewed the financial stability risks stemming from the bank collapses and their fallout. Minutes from their previous meeting, at the beginning of February, showed that some of the problems that led to SVB’s failure, namely unrealized losses in their Treasury holdings, were discussed as a potential risk to the financial sector. Powell, at the post-meeting press conference in March, said officials were stumped by the rapid run on SVB. And New York Fed President John Williams this week said he didn’t think there was a link between the Fed’s aggressive rate increases and stress in the banking sector.A lending pullback could help the Fed in its attempt to cool inflation, though it’s unclear exactly how much and for how long tighter credit conditions will impact the economy.“They’re kind of increasingly confident that they’ve avoided a crisis, so it seems to me if they were willing to carry forward at that time, then all else equal they’d probably be more willing to carry forward today, depending of course on whether it’s necessary or not,” said Stephen Stanley, chief US economist at Santander US Capital Markets LLC.","news_type":1},"isVote":1,"tweetType":1,"viewCount":897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941474056,"gmtCreate":1680583465775,"gmtModify":1680583469746,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941474056","repostId":"1151141076","repostType":4,"repost":{"id":"1151141076","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1680580247,"share":"https://ttm.financial/m/news/1151141076?lang=&edition=fundamental","pubTime":"2023-04-04 11:50","market":"us","language":"en","title":"Tesla Set a Delivery Record. Why the Stock Is Dropping—and What Wall Street Thinks","url":"https://stock-news.laohu8.com/highlight/detail?id=1151141076","media":"Dow Jones","summary":"Tesla shares dropped after notching delivery and production records.The stock (ticker: TSLA) fell 6.","content":"<html><head></head><body><p>Tesla shares dropped after notching delivery and production records.</p><p style=\"text-align: start;\">The stock (ticker: TSLA) fell 6.1%, closing at $194.77 in Monday trading. For comparison, the S&amp;P 500 rose 0.4% while the Nasdaq Composite fell 0.3%.</p><p style=\"text-align: start;\">Analysts, for their part, are looking ahead to Tesla’s next issue: gross profit margins.</p><p>Tesla reported first-quarter deliveries of 422,875 vehicles on Sunday, up from 405,278 vehicles delivered in the fourth quarter of 2022 and up from the 310,048 vehicles delivered in the first quarter of 2022.</p><p>Tesla produced 440,808 vehicles in the first quarter, up from 439,701 produced in the fourth quarter of 2022 and the 305,407 produced in the first quarter of 2022. Both were record quarterly figures.</p><p>TD Cowen analyst Jeffrey Osborne called the numbers “in-line” in a Sunday research report, noting that production exceeded deliveries again. Production has outpaced deliveries for four consecutive quarters. Building inventories can be a problem that leads to production cuts down the road, but the amount by which production exceeded deliveries in the first three months of the year fell compared with the fourth quarter of 2022.</p><p>Tesla says production exceeding deliveries is due to cars shipping to customers. Production above deliveries makes some sense for any company when deliveries are growing. That is also the case at Rivian Automotive (RIVN) and Lucid (LCID) as those two EV start-ups grow their business.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cb1223a62906cc69a278d8ad61814b1\" tg-width=\"483\" tg-height=\"620\"/></p><p></p><p>Osborne rates Tesla shares Hold. He raised his price target to $170 from $140 after delivery results. Wedbush analyst Dan Ives rates Tesla shares Buy. His price target is $225, unchanged after deliveries.</p><p style=\"text-align: start;\">Ives called the delivery results a “beat” versus the Tesla-compiled consensus of about 421,000 units. “The Model Y/3 price cuts implemented early in 2023 have paid major dividends for Musk &amp; Co. as demand appears very solid despite an uncertain macro,” wrote Ives in a report Sunday. He said the next “big question” for investors is gross profit margins.</p><p style=\"text-align: start;\">Tesla cut vehicle prices in January around the globe. The cuts led to more cars being sold, but it could pressure profit margins. Wall Street expects first quarter 2023 gross margins to come in at just over 20%, down from about 29% in the first quarter of 2022. Ives believes above 20% is what investors want to see when Tesla reports first quarter financial results on April 19.</p><p style=\"text-align: start;\">That is the level Canaccord analyst George Gianarikas wants Tesla to exceed. While gross profit margins are the next watch item for investors, he was impressed with deliveries. “We suspect market share gains, particularly in China, led to the company’s strong 4% quarter over quarter delivery growth,” wrote the analyst in a Sunday report.</p><p style=\"text-align: start;\">Gianarikas rates shares Buy and has a $275 price target for the stock. New Street Research analyst Pierre Ferragu rates shares Buy too. His price target for Tesla stock is a more aggressive $320.</p><p style=\"text-align: start;\">Ferragu was looking for closer to 430,000 units delivered and noted that Model X and S deliveries came in at 10,695 units, roughly 7,000 lower than he expected. That “likely reflects a very difficult demand environment in the high end and an early indicator of a tough environment for premium brands,” wrote Ferragu in a note Sunday. Despite worrisome auto demand amid a slowing economy, Ferragu added “Tesla is well positioned to weather a recession well.”</p><p style=\"text-align: start;\">Shares ended Monday about 50 cents lower than where they closed on Thursday. Tesla stock rallied more than 6% on Friday after the IRS updated rules regarding EV tax credits and California was granted a waiver by the Environmental Protection Agency that will allow it to electrify heavy-duty trucks in the state faster.</p><p style=\"text-align: start;\">While a down day for the stock isn’t what any shareholder wants to see, Tesla bulls were probably ready for some drop on Monday. Citi analyst Itay Michaeli wrote he saw no major surprises in the delivery report and expected a small pullback on Monday. He rates shares Tesla shares Hold and has a $192 price target for the stock.</p><p style=\"text-align: start;\">Tesla finished the first quarter up 68%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Set a Delivery Record. Why the Stock Is Dropping—and What Wall Street Thinks</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\">\nTesla Set a Delivery Record. Why the Stock Is Dropping—and What Wall Street Thinks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-04-04 11:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla shares dropped after notching delivery and production records.</p><p style=\"text-align: start;\">The stock (ticker: TSLA) fell 6.1%, closing at $194.77 in Monday trading. For comparison, the S&amp;P 500 rose 0.4% while the Nasdaq Composite fell 0.3%.</p><p style=\"text-align: start;\">Analysts, for their part, are looking ahead to Tesla’s next issue: gross profit margins.</p><p>Tesla reported first-quarter deliveries of 422,875 vehicles on Sunday, up from 405,278 vehicles delivered in the fourth quarter of 2022 and up from the 310,048 vehicles delivered in the first quarter of 2022.</p><p>Tesla produced 440,808 vehicles in the first quarter, up from 439,701 produced in the fourth quarter of 2022 and the 305,407 produced in the first quarter of 2022. Both were record quarterly figures.</p><p>TD Cowen analyst Jeffrey Osborne called the numbers “in-line” in a Sunday research report, noting that production exceeded deliveries again. Production has outpaced deliveries for four consecutive quarters. Building inventories can be a problem that leads to production cuts down the road, but the amount by which production exceeded deliveries in the first three months of the year fell compared with the fourth quarter of 2022.</p><p>Tesla says production exceeding deliveries is due to cars shipping to customers. Production above deliveries makes some sense for any company when deliveries are growing. That is also the case at Rivian Automotive (RIVN) and Lucid (LCID) as those two EV start-ups grow their business.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cb1223a62906cc69a278d8ad61814b1\" tg-width=\"483\" tg-height=\"620\"/></p><p></p><p>Osborne rates Tesla shares Hold. He raised his price target to $170 from $140 after delivery results. Wedbush analyst Dan Ives rates Tesla shares Buy. His price target is $225, unchanged after deliveries.</p><p style=\"text-align: start;\">Ives called the delivery results a “beat” versus the Tesla-compiled consensus of about 421,000 units. “The Model Y/3 price cuts implemented early in 2023 have paid major dividends for Musk &amp; Co. as demand appears very solid despite an uncertain macro,” wrote Ives in a report Sunday. He said the next “big question” for investors is gross profit margins.</p><p style=\"text-align: start;\">Tesla cut vehicle prices in January around the globe. The cuts led to more cars being sold, but it could pressure profit margins. Wall Street expects first quarter 2023 gross margins to come in at just over 20%, down from about 29% in the first quarter of 2022. Ives believes above 20% is what investors want to see when Tesla reports first quarter financial results on April 19.</p><p style=\"text-align: start;\">That is the level Canaccord analyst George Gianarikas wants Tesla to exceed. While gross profit margins are the next watch item for investors, he was impressed with deliveries. “We suspect market share gains, particularly in China, led to the company’s strong 4% quarter over quarter delivery growth,” wrote the analyst in a Sunday report.</p><p style=\"text-align: start;\">Gianarikas rates shares Buy and has a $275 price target for the stock. New Street Research analyst Pierre Ferragu rates shares Buy too. His price target for Tesla stock is a more aggressive $320.</p><p style=\"text-align: start;\">Ferragu was looking for closer to 430,000 units delivered and noted that Model X and S deliveries came in at 10,695 units, roughly 7,000 lower than he expected. That “likely reflects a very difficult demand environment in the high end and an early indicator of a tough environment for premium brands,” wrote Ferragu in a note Sunday. Despite worrisome auto demand amid a slowing economy, Ferragu added “Tesla is well positioned to weather a recession well.”</p><p style=\"text-align: start;\">Shares ended Monday about 50 cents lower than where they closed on Thursday. Tesla stock rallied more than 6% on Friday after the IRS updated rules regarding EV tax credits and California was granted a waiver by the Environmental Protection Agency that will allow it to electrify heavy-duty trucks in the state faster.</p><p style=\"text-align: start;\">While a down day for the stock isn’t what any shareholder wants to see, Tesla bulls were probably ready for some drop on Monday. Citi analyst Itay Michaeli wrote he saw no major surprises in the delivery report and expected a small pullback on Monday. He rates shares Tesla shares Hold and has a $192 price target for the stock.</p><p style=\"text-align: start;\">Tesla finished the first quarter up 68%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151141076","content_text":"Tesla shares dropped after notching delivery and production records.The stock (ticker: TSLA) fell 6.1%, closing at $194.77 in Monday trading. For comparison, the S&P 500 rose 0.4% while the Nasdaq Composite fell 0.3%.Analysts, for their part, are looking ahead to Tesla’s next issue: gross profit margins.Tesla reported first-quarter deliveries of 422,875 vehicles on Sunday, up from 405,278 vehicles delivered in the fourth quarter of 2022 and up from the 310,048 vehicles delivered in the first quarter of 2022.Tesla produced 440,808 vehicles in the first quarter, up from 439,701 produced in the fourth quarter of 2022 and the 305,407 produced in the first quarter of 2022. Both were record quarterly figures.TD Cowen analyst Jeffrey Osborne called the numbers “in-line” in a Sunday research report, noting that production exceeded deliveries again. Production has outpaced deliveries for four consecutive quarters. Building inventories can be a problem that leads to production cuts down the road, but the amount by which production exceeded deliveries in the first three months of the year fell compared with the fourth quarter of 2022.Tesla says production exceeding deliveries is due to cars shipping to customers. Production above deliveries makes some sense for any company when deliveries are growing. That is also the case at Rivian Automotive (RIVN) and Lucid (LCID) as those two EV start-ups grow their business.Osborne rates Tesla shares Hold. He raised his price target to $170 from $140 after delivery results. Wedbush analyst Dan Ives rates Tesla shares Buy. His price target is $225, unchanged after deliveries.Ives called the delivery results a “beat” versus the Tesla-compiled consensus of about 421,000 units. “The Model Y/3 price cuts implemented early in 2023 have paid major dividends for Musk & Co. as demand appears very solid despite an uncertain macro,” wrote Ives in a report Sunday. He said the next “big question” for investors is gross profit margins.Tesla cut vehicle prices in January around the globe. The cuts led to more cars being sold, but it could pressure profit margins. Wall Street expects first quarter 2023 gross margins to come in at just over 20%, down from about 29% in the first quarter of 2022. Ives believes above 20% is what investors want to see when Tesla reports first quarter financial results on April 19.That is the level Canaccord analyst George Gianarikas wants Tesla to exceed. While gross profit margins are the next watch item for investors, he was impressed with deliveries. “We suspect market share gains, particularly in China, led to the company’s strong 4% quarter over quarter delivery growth,” wrote the analyst in a Sunday report.Gianarikas rates shares Buy and has a $275 price target for the stock. New Street Research analyst Pierre Ferragu rates shares Buy too. His price target for Tesla stock is a more aggressive $320.Ferragu was looking for closer to 430,000 units delivered and noted that Model X and S deliveries came in at 10,695 units, roughly 7,000 lower than he expected. That “likely reflects a very difficult demand environment in the high end and an early indicator of a tough environment for premium brands,” wrote Ferragu in a note Sunday. Despite worrisome auto demand amid a slowing economy, Ferragu added “Tesla is well positioned to weather a recession well.”Shares ended Monday about 50 cents lower than where they closed on Thursday. Tesla stock rallied more than 6% on Friday after the IRS updated rules regarding EV tax credits and California was granted a waiver by the Environmental Protection Agency that will allow it to electrify heavy-duty trucks in the state faster.While a down day for the stock isn’t what any shareholder wants to see, Tesla bulls were probably ready for some drop on Monday. Citi analyst Itay Michaeli wrote he saw no major surprises in the delivery report and expected a small pullback on Monday. He rates shares Tesla shares Hold and has a $192 price target for the stock.Tesla finished the first quarter up 68%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948884676,"gmtCreate":1680670820995,"gmtModify":1680670824640,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948884676","repostId":"2324800035","repostType":4,"repost":{"id":"2324800035","pubTimestamp":1680645600,"share":"https://ttm.financial/m/news/2324800035?lang=&edition=fundamental","pubTime":"2023-04-05 06:00","market":"us","language":"en","title":"Is It Time to Buy the S&P 500's 3 Worst-Performing March Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2324800035","media":"Motley Fool","summary":"Which industry had the worst month? It should come as no surprise.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Bank stocks were pummeled in March, following the collapse of Silicon Valley and Signature banks.</p></li><li><p>The three worst-performing stocks on the S&amp;P 500 were all bank stocks. Are they buys?</p></li></ul><p>The <strong>S&amp;P 500</strong> was up 3.5% in March. This may come as a surprise, given that two major banks went under and another is in the process of winding down its operations. However, the S&amp;P 500 was resilient, as the damage was largely contained to the banking industry. But bank stocks took a major hit -- some deserved it -- while others were just caught up in the sell-off.</p><p>It should come as no surprise, then, that the three worst-performing stocks on the S&amp;P 500 in March were all banks. Let&#39;s take a look at the big losers and see if they are worth a closer look as a possible investment or should be avoided.</p><h2>Banks had the worst month</h2><p>The three worst-performing stocks on the S&amp;P 500 in March were <strong><a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a></strong>, <strong>Zions Bancorp</strong>, and <strong>Comerica</strong>. First Republic was down a whopping 88.6% in March, while Zions was down 38.2%, and Comerica fell 36.7% for the month.</p><p>These three banks all have a few things in common. For one, all three are regional banks. Small and regional banks took the biggest hits in the bank sell-off after Signature Bank and <strong>SVB Financial</strong>&#39;s Silicon Valley Bank (SVB) collapsed after a run on deposits. The second reason is more germane to why these three banks, in particular, saw their stock prices tumble: They all have a large number of uninsured deposits.</p><p>Both SVB and Signature Bank had the highest level of uninsured deposits, by far, with more than 90% of total deposits uninsured. But among regional banks, First Republic was third, at about 68%, while Comerica was not far behind at 64%, and Zions was in the top 10 among regional banks with 52% in uninsured deposits.</p><p>What are uninsured deposits and why does this matter? Uninsured deposits refer to any cash in accounts in excess of $250,000. Since the Federal Deposit Insurance Corp. (FDIC) only insures deposits up to $250,000, money over that amount would be uninsured. As account holders pulled their deposits from SVB and then Signature, the contagion spread to other, similar banks that had high levels of uninsured deposits -- most notably First Republic.</p><p>However, it&#39;s worth noting that the run that hurt SVB was unique in that SVB had too much money invested in long-term held-to-maturity (HTM) bonds that it couldn&#39;t sell, thus hurting its liquidity after deposit outflows. First Republic, Zions, and Comerica didn&#39;t have nearly as much tied up in HTM bonds, as this article by the Motley Fool&#39;s Bram Berkowitz explains. That still didn&#39;t stop panicked investors from pulling deposits, at least initially.  </p><p>The banking crisis got national attention starting around March 8-9. By March 13, federal regulators stepped in to ensure that any banks that needed liquidity would get it through their Bank Term Funding Program, to avoid another bank failure. On March 16, the 11 largest U.S. banks committed to providing a lifeline to First Republic in the form of $30 billion in deposits to bolster its liquidity and assure other First Republic depositors that it had cash on hand to handle transactions.</p><h2>Is the worst over?</h2><p>First Republic, Zions, and Comerica have stabilized since that initial drop following the bank failures. But the massive drops in their stock prices brought their valuations down to dirt cheap levels.</p><p>Comerica is trading at 4.8 times earnings, down from a price-to-earnings (P/E) ratio of 8.8 at the end of 2022, while Zions is trading at 4.7 times earnings, down from 9.2 on Dec. 31. First Republic is even cheaper, with a P/E ratio of just 1.7, down from 14.5 at the end of 2022.</p><p>The worst is probably over for these bank stocks, but there&#39;s still too much volatility and uncertainty surrounding regional banks, as there&#39;s been a flight by depositors to larger, more regulated banks. Also, Congress is debating whether or not there should be further regulations on small to mid-sized banks -- those with less than $250 billion in assets that aren&#39;t subject to stress tests. This is something to watch for.</p><p>In addition, these are not banks I would have recommended before the meltdown, just because there are better deals elsewhere in the industry. That hasn&#39;t changed now.</p><p>But these three stocks are very cheap, so the low valuation is intriguing. I&#39;d at least wait until they each report first-quarter earnings later this month, however, to see what kind of fallout is still to be reported for each and better determine if they are really on the road to recovery.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Time to Buy the S&P 500's 3 Worst-Performing March Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nIs It Time to Buy the S&P 500's 3 Worst-Performing March Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-05 06:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/04/time-buy-sp-500-worst-performing-march-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSBank stocks were pummeled in March, following the collapse of Silicon Valley and Signature banks.The three worst-performing stocks on the S&P 500 were all bank stocks. Are they buys?The S&P ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/04/time-buy-sp-500-worst-performing-march-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4559":"巴菲特持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4588":"碎股","BK4211":"区域性银行","CMA":"联信银行","BK4589":"SVB概念","ZION":"齐昂银行"},"source_url":"https://www.fool.com/investing/2023/04/04/time-buy-sp-500-worst-performing-march-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324800035","content_text":"KEY POINTSBank stocks were pummeled in March, following the collapse of Silicon Valley and Signature banks.The three worst-performing stocks on the S&P 500 were all bank stocks. Are they buys?The S&P 500 was up 3.5% in March. This may come as a surprise, given that two major banks went under and another is in the process of winding down its operations. However, the S&P 500 was resilient, as the damage was largely contained to the banking industry. But bank stocks took a major hit -- some deserved it -- while others were just caught up in the sell-off.It should come as no surprise, then, that the three worst-performing stocks on the S&P 500 in March were all banks. Let's take a look at the big losers and see if they are worth a closer look as a possible investment or should be avoided.Banks had the worst monthThe three worst-performing stocks on the S&P 500 in March were First Republic Bank, Zions Bancorp, and Comerica. First Republic was down a whopping 88.6% in March, while Zions was down 38.2%, and Comerica fell 36.7% for the month.These three banks all have a few things in common. For one, all three are regional banks. Small and regional banks took the biggest hits in the bank sell-off after Signature Bank and SVB Financial's Silicon Valley Bank (SVB) collapsed after a run on deposits. The second reason is more germane to why these three banks, in particular, saw their stock prices tumble: They all have a large number of uninsured deposits.Both SVB and Signature Bank had the highest level of uninsured deposits, by far, with more than 90% of total deposits uninsured. But among regional banks, First Republic was third, at about 68%, while Comerica was not far behind at 64%, and Zions was in the top 10 among regional banks with 52% in uninsured deposits.What are uninsured deposits and why does this matter? Uninsured deposits refer to any cash in accounts in excess of $250,000. Since the Federal Deposit Insurance Corp. (FDIC) only insures deposits up to $250,000, money over that amount would be uninsured. As account holders pulled their deposits from SVB and then Signature, the contagion spread to other, similar banks that had high levels of uninsured deposits -- most notably First Republic.However, it's worth noting that the run that hurt SVB was unique in that SVB had too much money invested in long-term held-to-maturity (HTM) bonds that it couldn't sell, thus hurting its liquidity after deposit outflows. First Republic, Zions, and Comerica didn't have nearly as much tied up in HTM bonds, as this article by the Motley Fool's Bram Berkowitz explains. That still didn't stop panicked investors from pulling deposits, at least initially.  The banking crisis got national attention starting around March 8-9. By March 13, federal regulators stepped in to ensure that any banks that needed liquidity would get it through their Bank Term Funding Program, to avoid another bank failure. On March 16, the 11 largest U.S. banks committed to providing a lifeline to First Republic in the form of $30 billion in deposits to bolster its liquidity and assure other First Republic depositors that it had cash on hand to handle transactions.Is the worst over?First Republic, Zions, and Comerica have stabilized since that initial drop following the bank failures. But the massive drops in their stock prices brought their valuations down to dirt cheap levels.Comerica is trading at 4.8 times earnings, down from a price-to-earnings (P/E) ratio of 8.8 at the end of 2022, while Zions is trading at 4.7 times earnings, down from 9.2 on Dec. 31. First Republic is even cheaper, with a P/E ratio of just 1.7, down from 14.5 at the end of 2022.The worst is probably over for these bank stocks, but there's still too much volatility and uncertainty surrounding regional banks, as there's been a flight by depositors to larger, more regulated banks. Also, Congress is debating whether or not there should be further regulations on small to mid-sized banks -- those with less than $250 billion in assets that aren't subject to stress tests. This is something to watch for.In addition, these are not banks I would have recommended before the meltdown, just because there are better deals elsewhere in the industry. That hasn't changed now.But these three stocks are very cheap, so the low valuation is intriguing. I'd at least wait until they each report first-quarter earnings later this month, however, to see what kind of fallout is still to be reported for each and better determine if they are really on the road to recovery.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941474341,"gmtCreate":1680583518884,"gmtModify":1680583522527,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941474341","repostId":"2324816815","repostType":4,"repost":{"id":"2324816815","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1680559140,"share":"https://ttm.financial/m/news/2324816815?lang=&edition=fundamental","pubTime":"2023-04-04 05:59","market":"us","language":"en","title":"Soaring Oil Prices: 6 Things Investors Need to Know About the Surprise OPEC+ Production Cuts","url":"https://stock-news.laohu8.com/highlight/detail?id=2324816815","media":"Dow Jones","summary":"The Organization of the Petroleum Exporting Countries and its allies said they decided Sunday to cut","content":"<html><head></head><body><p>The Organization of the Petroleum Exporting Countries and its allies said they decided Sunday to cut production in an effort to support oil-market stability, but that offers little comfort to consumers worried about inflation and an expected spike in fuel demand during the coming summer driving season.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/870a3726d836193bf3680cd844b61d72\" alt=\"MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\" title=\"MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\" tg-width=\"700\" tg-height=\"487\"/><span>MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO</span></p><p>The surprise output reduction by the group known as OPEC+ starting in May also comes at a particularly vulnerable time for the U.S., which may not be able to quickly increase its own production.</p><p>&#34;The nature and timing of the decision are shocking, since prices have been only moderate pressured from the banking mini-crisis and the market is expected to tighten later this year,&#34; said Michael Lynch, president of Strategic Energy &amp; Economic Research.</p><p>&#34;OPEC+, and especially the Saudis, seem to be signaling a strong desire to punish short sellers and pre-empt possible demand weakness,&#34; he told MarketWatch. Also, &#34;the impact on inflation...could mean an anemic summer driving season.&#34;</p><h2>What happened?</h2><p>OPEC and its allies, a group known as OPEC+, announced voluntary production &#34;adjustments&#34; on Sunday that will take effect starting in May and run through to the end of the year.</p><p>The move was unusual, as there was no indication that any change to production would be made and OPEC+ ministers weren&#39;t scheduled to officially hold an output decision-making meeting until June 4.</p><p>The OPEC+ Joint Ministerial Monitoring Committee, however, did hold a meeting on Monday, as it does every two months. The committee has no ability to make decisions on production, but has the authority to request an OPEC and non-OPEC ministerial meeting at any time to address market developments.</p><p>The JMMC had been expected to discuss a number of oil-market issues, and confirm that previously announced cuts of 2 million barrels a day would remain in effect. The committee on Monday indeed reaffirmed its commitment to that previous agreement, but also pointed out Sunday&#39;s announcement.</p><p>&#34;Unlike cuts in the past that were more &#39;paper cuts&#39; to quotas with many countries already producing below quota, these are real voluntary cuts from countries producing at or above quotas,&#34; said Rebecca Babin, senior energy trader at CIBC Private Wealth U.S., in emailed commentary. That means this will be &#34;far more impactful than the 2 million barrels cut&#34; announced in October 2022.</p><p>Saudi Arabia will take on the biggest reduction, cutting oil output by 500,000 barrels a day. Other barrel-per-day cuts include Iraq with 211,000, United Arab Emirates 144,000, Kuwait 128,000, Kazakhstan 78,000, Algeria 48,000, Oman 40,000 and Gabon 8,000. Those total 1.157 million barrels a day.</p><p>The cuts, however, are in addition to the previous OPEC+ production cuts of 2 million barrels a day, as well as the extension of Russia&#39;s reduction of 500,000 barrels a day in retaliation to western oil-price caps and sanctions. That brings the total output reductions to 3.657 million barrels a day.</p><h2>What prompted the cut?</h2><p>Saudi Arabia&#39;s Ministry of Energy on Sunday, as well as the JMMC in a statement Monday, said that the cuts are a &#34;precautionary measure aimed at supporting the stability of the oil market.&#34;</p><p>Some news reports and analysts have speculated that Saudi Arabia, a member of OPEC and among the world&#39;s top oil producers, and other major oil producers made the surprise move to cut output because of recent comments made by U.S. Energy Secretary Jennifer Granholm.</p><p>On March 23, Granholm said that it may take years for the U.S. to refill its Strategic Petroleum Reserve. She appeared to walk back those comments on March 28, with Reuters reporting that she said the U.S. could start buying back crude oil for the SPR late this year.</p><p>The Biden administration last year announced the emergency sale of 180 million barrels of SPR crude to help lower gasoline prices, and has said it would refill the reserve when oil prices fell to around $70 a barrel.</p><p>U.S. benchmark West Texas Intermediate crude oil fell below $70 a barrel to their lowest level in 15 months on March 21.</p><h2>Why was the market so surprised?</h2><p>The OPEC+ decision took the financial market by surprise.</p><p>&#34;If fully delivered, the announced cut would further tighten an already fundamentally tight oil market, driving the Brent benchmark towards $100 per barrel sooner than previously expected, and would push the price to around $110 per barrel this summer,&#34; said Jorge Leon, senior vice president at Rystad Energy.</p><p>Before the new OPEC+ cuts, Rystad Energy was anticipating the crude-oil market to be in a supply deficit to the &#34;tune of 1.4 million&#34; barrels a day between May and August, he said in emailed commentary. The voluntary cuts will put &#34;upside pressure on prices from a fundamentals perspective, offering support of around $10 per barrel.&#34;</p><p>On Monday, the front-month May WTI oil futures contract climbed 6.4% to trade above $80.50 a barrel ahead of the closing bell on the New York Mercantile Exchange. Global benchmark June Brent oil rose $4.75, or 6.3%, to close at $80.42 a barrel on ICE Futures Europe.</p><p>&#34;Positioning in crude is extremely light after the recent financial market driven weakness,&#34; said Babin. Last week&#39;s rally was driven primarily by short covering and modest re-engagement from long buyers,&#34; she said, adding that the long position, or bets that oil will rise in value, is &#34;very modest, with the managed money long-short ratio at 2.5, the lowest since December 2022.&#34;</p><p>Large short positions held by speculative traders can make for more explosive rallies as &#34;weak-handed&#34; players are forced to buy futures to close out losing trades.</p><p>Craig Golinowski, managing partner at Carbon Infrastructure Partners, also pointed out to MarketWatch that paper market for oil is &#34;very thin.&#34; Fewer participants and financial flows have created downside pressure on oil, he said, so OPEC is &#34;physically managing production to maintain a tight market to ensure investment into production remains stable, regardless of the paper market for oil.&#34;</p><p>The energy market saw broad gains, with company shares and exchange-traded funds, including the Energy Select Sector SPDR Fund (XLE), rallying in the wake of the OPEC+ news.</p><p>St. Louis Federal Reserve President James Bullard on Monday said the spike in oil prices after the OPEC+ cut announcement may make the central bank&#39;s inflation-fighting job &#34;a little more difficult,&#34; though it is too soon to know for sure.</p><p>The latest spike in oil prices may &#34;play a hand in what the Fed does next regarding its fight against inflation,&#34; particularly if the latest jump in oil is sustained as oil at the current level &#34;won&#39;t be doing the inflation rate any favors,&#34; said Tim Waterer, chief market analyst at Kohle Capital Markets.</p><h2>Will OPEC+ lose market share?</h2><p>In the past, OPEC+ has been concerned about the loss of oil-market share when it decides to make production cuts.</p><p>This time, however, there is &#34;limited threat to market share,&#34; said CIBC Private Wealth&#39;s Babin.</p><p>Previously, when OPEC+ cut production, they would lose market share to U.S. shale oil producers, she said. &#34;However, &#34;U.S. shale producers have entered a period where growth is limited due to financial discipline.&#34;</p><p>Recent developments in regional banks has &#34;likely lowered shale producers&#39; ability to quickly get capital to increase production,&#34; said Babin.</p><p>Total U.S. petroleum production stood at 12.2 million barrels a day as of the week ended March 24, down 100,000 barrels per day from a week earlier, according to data from the Energy Information Administration.</p><p>OPEC would usually &#34;hesitate to reduce barrels, with fears of ceding market share to U.S. shale, but the slowing of U.S. production and their dedication to a disciplined approach has alleviated the Saudi&#39;s fear of rapid U.S. growth,&#34; said Alex Hodes, energy analyst at StoneX.</p><h2>What are the geopolitical implications?</h2><p>Meanwhile, James Swanston, Middle East and North Africa economist at Capital Economics, in a note said the OPEC+ move was likely motivated by geopolitics and Saudi Arabia&#39;s &#34;shift away from the West.&#34;</p><p>Saudi Arabia&#39;s ties with the U.S. are &#34;fraying,&#34; he said.</p><p>Swanston also said the production decision has implications for the future of OPEC+ oil policy, as well as the &#34;patience of members, particularly, the UAE.&#34;</p><p>The U.A.E. agreed to these voluntary output cuts, but it was reported last month that officials were growing impatient at the bearish OPEC+ stance and had discussed internally whether to leave the group, said Swanston.</p><p>The Wall Street Journal:Saudi Arabia and U.A.E. Clash Over Oil, Yemen as Rift Grows</p><p>The U.A.E. wants to &#34;increase oil output sooner rather than later as shown by its move to bring forward its oil production capacity target from 3.1 [million barrels per day] currently to 5 million bpd by 2027,&#34; instead of the year 2030, said Swanston.</p><p>He said the U.A.E. had twice previously threatened to leave OPEC+ and that there was speculation that the U.A.E. was strongly against the Saudi-led decision to cut OPEC+ oil output quotas by 2 million bpd in October.</p><p>&#34;If the OPEC+ strategy of lower oil production persists, then tensions could escalate, and the U.A.E. could ultimately opt to leave OPEC+,&#34; Swanston said.</p><h2>What do the cuts say about demand?</h2><p>The production cuts will take effect in May, which is &#34;right ahead of Memorial Day and the start of U.S. driving season,&#34; said Stacey Morris, head of energy research with VettaFi.</p><p>Given that, &#34;it could be another summer with painful prices at the [gasoline] pump,&#34; she said.</p><p>The average price for regular unleaded gasoline stood at $3.506 a gallon on Monday, up from $3.439 a week ago, but down from $4.192 a year ago, according to AAA</p><p>Still, some traders may interpret the OPEC+ cut as a sign of weaker than expected demand for physical markets, given that OPEC+ possesses “some of the best information available in regards to the global physical oil markets,” said Rob Thummel, portfolio manager at Tortoise.</p><p style=\"text-align: start;\">However, “ we still expect global oil demand to accelerate throughout 2023, reaching a record high in the second half the year,” he said.</p><p style=\"text-align: start;\">Global oil inventories are below normal and will likely “remain below normal as higher demand and less supply deplete inventories throughout the year,” Thummel said, noting that Tortoise expects oil prices to be range bound between $85 and $95 for the year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Soaring Oil Prices: 6 Things Investors Need to Know About the Surprise OPEC+ Production Cuts</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; 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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\">\nSoaring Oil Prices: 6 Things Investors Need to Know About the Surprise OPEC+ Production Cuts\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-04-04 05:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Organization of the Petroleum Exporting Countries and its allies said they decided Sunday to cut production in an effort to support oil-market stability, but that offers little comfort to consumers worried about inflation and an expected spike in fuel demand during the coming summer driving season.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/870a3726d836193bf3680cd844b61d72\" alt=\"MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\" title=\"MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\" tg-width=\"700\" tg-height=\"487\"/><span>MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO</span></p><p>The surprise output reduction by the group known as OPEC+ starting in May also comes at a particularly vulnerable time for the U.S., which may not be able to quickly increase its own production.</p><p>&#34;The nature and timing of the decision are shocking, since prices have been only moderate pressured from the banking mini-crisis and the market is expected to tighten later this year,&#34; said Michael Lynch, president of Strategic Energy &amp; Economic Research.</p><p>&#34;OPEC+, and especially the Saudis, seem to be signaling a strong desire to punish short sellers and pre-empt possible demand weakness,&#34; he told MarketWatch. Also, &#34;the impact on inflation...could mean an anemic summer driving season.&#34;</p><h2>What happened?</h2><p>OPEC and its allies, a group known as OPEC+, announced voluntary production &#34;adjustments&#34; on Sunday that will take effect starting in May and run through to the end of the year.</p><p>The move was unusual, as there was no indication that any change to production would be made and OPEC+ ministers weren&#39;t scheduled to officially hold an output decision-making meeting until June 4.</p><p>The OPEC+ Joint Ministerial Monitoring Committee, however, did hold a meeting on Monday, as it does every two months. The committee has no ability to make decisions on production, but has the authority to request an OPEC and non-OPEC ministerial meeting at any time to address market developments.</p><p>The JMMC had been expected to discuss a number of oil-market issues, and confirm that previously announced cuts of 2 million barrels a day would remain in effect. The committee on Monday indeed reaffirmed its commitment to that previous agreement, but also pointed out Sunday&#39;s announcement.</p><p>&#34;Unlike cuts in the past that were more &#39;paper cuts&#39; to quotas with many countries already producing below quota, these are real voluntary cuts from countries producing at or above quotas,&#34; said Rebecca Babin, senior energy trader at CIBC Private Wealth U.S., in emailed commentary. That means this will be &#34;far more impactful than the 2 million barrels cut&#34; announced in October 2022.</p><p>Saudi Arabia will take on the biggest reduction, cutting oil output by 500,000 barrels a day. Other barrel-per-day cuts include Iraq with 211,000, United Arab Emirates 144,000, Kuwait 128,000, Kazakhstan 78,000, Algeria 48,000, Oman 40,000 and Gabon 8,000. Those total 1.157 million barrels a day.</p><p>The cuts, however, are in addition to the previous OPEC+ production cuts of 2 million barrels a day, as well as the extension of Russia&#39;s reduction of 500,000 barrels a day in retaliation to western oil-price caps and sanctions. That brings the total output reductions to 3.657 million barrels a day.</p><h2>What prompted the cut?</h2><p>Saudi Arabia&#39;s Ministry of Energy on Sunday, as well as the JMMC in a statement Monday, said that the cuts are a &#34;precautionary measure aimed at supporting the stability of the oil market.&#34;</p><p>Some news reports and analysts have speculated that Saudi Arabia, a member of OPEC and among the world&#39;s top oil producers, and other major oil producers made the surprise move to cut output because of recent comments made by U.S. Energy Secretary Jennifer Granholm.</p><p>On March 23, Granholm said that it may take years for the U.S. to refill its Strategic Petroleum Reserve. She appeared to walk back those comments on March 28, with Reuters reporting that she said the U.S. could start buying back crude oil for the SPR late this year.</p><p>The Biden administration last year announced the emergency sale of 180 million barrels of SPR crude to help lower gasoline prices, and has said it would refill the reserve when oil prices fell to around $70 a barrel.</p><p>U.S. benchmark West Texas Intermediate crude oil fell below $70 a barrel to their lowest level in 15 months on March 21.</p><h2>Why was the market so surprised?</h2><p>The OPEC+ decision took the financial market by surprise.</p><p>&#34;If fully delivered, the announced cut would further tighten an already fundamentally tight oil market, driving the Brent benchmark towards $100 per barrel sooner than previously expected, and would push the price to around $110 per barrel this summer,&#34; said Jorge Leon, senior vice president at Rystad Energy.</p><p>Before the new OPEC+ cuts, Rystad Energy was anticipating the crude-oil market to be in a supply deficit to the &#34;tune of 1.4 million&#34; barrels a day between May and August, he said in emailed commentary. The voluntary cuts will put &#34;upside pressure on prices from a fundamentals perspective, offering support of around $10 per barrel.&#34;</p><p>On Monday, the front-month May WTI oil futures contract climbed 6.4% to trade above $80.50 a barrel ahead of the closing bell on the New York Mercantile Exchange. Global benchmark June Brent oil rose $4.75, or 6.3%, to close at $80.42 a barrel on ICE Futures Europe.</p><p>&#34;Positioning in crude is extremely light after the recent financial market driven weakness,&#34; said Babin. Last week&#39;s rally was driven primarily by short covering and modest re-engagement from long buyers,&#34; she said, adding that the long position, or bets that oil will rise in value, is &#34;very modest, with the managed money long-short ratio at 2.5, the lowest since December 2022.&#34;</p><p>Large short positions held by speculative traders can make for more explosive rallies as &#34;weak-handed&#34; players are forced to buy futures to close out losing trades.</p><p>Craig Golinowski, managing partner at Carbon Infrastructure Partners, also pointed out to MarketWatch that paper market for oil is &#34;very thin.&#34; Fewer participants and financial flows have created downside pressure on oil, he said, so OPEC is &#34;physically managing production to maintain a tight market to ensure investment into production remains stable, regardless of the paper market for oil.&#34;</p><p>The energy market saw broad gains, with company shares and exchange-traded funds, including the Energy Select Sector SPDR Fund (XLE), rallying in the wake of the OPEC+ news.</p><p>St. Louis Federal Reserve President James Bullard on Monday said the spike in oil prices after the OPEC+ cut announcement may make the central bank&#39;s inflation-fighting job &#34;a little more difficult,&#34; though it is too soon to know for sure.</p><p>The latest spike in oil prices may &#34;play a hand in what the Fed does next regarding its fight against inflation,&#34; particularly if the latest jump in oil is sustained as oil at the current level &#34;won&#39;t be doing the inflation rate any favors,&#34; said Tim Waterer, chief market analyst at Kohle Capital Markets.</p><h2>Will OPEC+ lose market share?</h2><p>In the past, OPEC+ has been concerned about the loss of oil-market share when it decides to make production cuts.</p><p>This time, however, there is &#34;limited threat to market share,&#34; said CIBC Private Wealth&#39;s Babin.</p><p>Previously, when OPEC+ cut production, they would lose market share to U.S. shale oil producers, she said. &#34;However, &#34;U.S. shale producers have entered a period where growth is limited due to financial discipline.&#34;</p><p>Recent developments in regional banks has &#34;likely lowered shale producers&#39; ability to quickly get capital to increase production,&#34; said Babin.</p><p>Total U.S. petroleum production stood at 12.2 million barrels a day as of the week ended March 24, down 100,000 barrels per day from a week earlier, according to data from the Energy Information Administration.</p><p>OPEC would usually &#34;hesitate to reduce barrels, with fears of ceding market share to U.S. shale, but the slowing of U.S. production and their dedication to a disciplined approach has alleviated the Saudi&#39;s fear of rapid U.S. growth,&#34; said Alex Hodes, energy analyst at StoneX.</p><h2>What are the geopolitical implications?</h2><p>Meanwhile, James Swanston, Middle East and North Africa economist at Capital Economics, in a note said the OPEC+ move was likely motivated by geopolitics and Saudi Arabia&#39;s &#34;shift away from the West.&#34;</p><p>Saudi Arabia&#39;s ties with the U.S. are &#34;fraying,&#34; he said.</p><p>Swanston also said the production decision has implications for the future of OPEC+ oil policy, as well as the &#34;patience of members, particularly, the UAE.&#34;</p><p>The U.A.E. agreed to these voluntary output cuts, but it was reported last month that officials were growing impatient at the bearish OPEC+ stance and had discussed internally whether to leave the group, said Swanston.</p><p>The Wall Street Journal:Saudi Arabia and U.A.E. Clash Over Oil, Yemen as Rift Grows</p><p>The U.A.E. wants to &#34;increase oil output sooner rather than later as shown by its move to bring forward its oil production capacity target from 3.1 [million barrels per day] currently to 5 million bpd by 2027,&#34; instead of the year 2030, said Swanston.</p><p>He said the U.A.E. had twice previously threatened to leave OPEC+ and that there was speculation that the U.A.E. was strongly against the Saudi-led decision to cut OPEC+ oil output quotas by 2 million bpd in October.</p><p>&#34;If the OPEC+ strategy of lower oil production persists, then tensions could escalate, and the U.A.E. could ultimately opt to leave OPEC+,&#34; Swanston said.</p><h2>What do the cuts say about demand?</h2><p>The production cuts will take effect in May, which is &#34;right ahead of Memorial Day and the start of U.S. driving season,&#34; said Stacey Morris, head of energy research with VettaFi.</p><p>Given that, &#34;it could be another summer with painful prices at the [gasoline] pump,&#34; she said.</p><p>The average price for regular unleaded gasoline stood at $3.506 a gallon on Monday, up from $3.439 a week ago, but down from $4.192 a year ago, according to AAA</p><p>Still, some traders may interpret the OPEC+ cut as a sign of weaker than expected demand for physical markets, given that OPEC+ possesses “some of the best information available in regards to the global physical oil markets,” said Rob Thummel, portfolio manager at Tortoise.</p><p style=\"text-align: start;\">However, “ we still expect global oil demand to accelerate throughout 2023, reaching a record high in the second half the year,” he said.</p><p style=\"text-align: start;\">Global oil inventories are below normal and will likely “remain below normal as higher demand and less supply deplete inventories throughout the year,” Thummel said, noting that Tortoise expects oil prices to be range bound between $85 and $95 for the year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UCO":"二倍做多彭博原油ETF","BK4570":"地缘局势概念股","XLE":"SPDR能源指数ETF","USO":"美国原油ETF","BK4585":"ETF&股票定投概念","SCO":"二倍做空彭博原油指数ETF","BK4588":"碎股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324816815","content_text":"The Organization of the Petroleum Exporting Countries and its allies said they decided Sunday to cut production in an effort to support oil-market stability, but that offers little comfort to consumers worried about inflation and an expected spike in fuel demand during the coming summer driving season.MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTOThe surprise output reduction by the group known as OPEC+ starting in May also comes at a particularly vulnerable time for the U.S., which may not be able to quickly increase its own production.\"The nature and timing of the decision are shocking, since prices have been only moderate pressured from the banking mini-crisis and the market is expected to tighten later this year,\" said Michael Lynch, president of Strategic Energy & Economic Research.\"OPEC+, and especially the Saudis, seem to be signaling a strong desire to punish short sellers and pre-empt possible demand weakness,\" he told MarketWatch. Also, \"the impact on inflation...could mean an anemic summer driving season.\"What happened?OPEC and its allies, a group known as OPEC+, announced voluntary production \"adjustments\" on Sunday that will take effect starting in May and run through to the end of the year.The move was unusual, as there was no indication that any change to production would be made and OPEC+ ministers weren't scheduled to officially hold an output decision-making meeting until June 4.The OPEC+ Joint Ministerial Monitoring Committee, however, did hold a meeting on Monday, as it does every two months. The committee has no ability to make decisions on production, but has the authority to request an OPEC and non-OPEC ministerial meeting at any time to address market developments.The JMMC had been expected to discuss a number of oil-market issues, and confirm that previously announced cuts of 2 million barrels a day would remain in effect. The committee on Monday indeed reaffirmed its commitment to that previous agreement, but also pointed out Sunday's announcement.\"Unlike cuts in the past that were more 'paper cuts' to quotas with many countries already producing below quota, these are real voluntary cuts from countries producing at or above quotas,\" said Rebecca Babin, senior energy trader at CIBC Private Wealth U.S., in emailed commentary. That means this will be \"far more impactful than the 2 million barrels cut\" announced in October 2022.Saudi Arabia will take on the biggest reduction, cutting oil output by 500,000 barrels a day. Other barrel-per-day cuts include Iraq with 211,000, United Arab Emirates 144,000, Kuwait 128,000, Kazakhstan 78,000, Algeria 48,000, Oman 40,000 and Gabon 8,000. Those total 1.157 million barrels a day.The cuts, however, are in addition to the previous OPEC+ production cuts of 2 million barrels a day, as well as the extension of Russia's reduction of 500,000 barrels a day in retaliation to western oil-price caps and sanctions. That brings the total output reductions to 3.657 million barrels a day.What prompted the cut?Saudi Arabia's Ministry of Energy on Sunday, as well as the JMMC in a statement Monday, said that the cuts are a \"precautionary measure aimed at supporting the stability of the oil market.\"Some news reports and analysts have speculated that Saudi Arabia, a member of OPEC and among the world's top oil producers, and other major oil producers made the surprise move to cut output because of recent comments made by U.S. Energy Secretary Jennifer Granholm.On March 23, Granholm said that it may take years for the U.S. to refill its Strategic Petroleum Reserve. She appeared to walk back those comments on March 28, with Reuters reporting that she said the U.S. could start buying back crude oil for the SPR late this year.The Biden administration last year announced the emergency sale of 180 million barrels of SPR crude to help lower gasoline prices, and has said it would refill the reserve when oil prices fell to around $70 a barrel.U.S. benchmark West Texas Intermediate crude oil fell below $70 a barrel to their lowest level in 15 months on March 21.Why was the market so surprised?The OPEC+ decision took the financial market by surprise.\"If fully delivered, the announced cut would further tighten an already fundamentally tight oil market, driving the Brent benchmark towards $100 per barrel sooner than previously expected, and would push the price to around $110 per barrel this summer,\" said Jorge Leon, senior vice president at Rystad Energy.Before the new OPEC+ cuts, Rystad Energy was anticipating the crude-oil market to be in a supply deficit to the \"tune of 1.4 million\" barrels a day between May and August, he said in emailed commentary. The voluntary cuts will put \"upside pressure on prices from a fundamentals perspective, offering support of around $10 per barrel.\"On Monday, the front-month May WTI oil futures contract climbed 6.4% to trade above $80.50 a barrel ahead of the closing bell on the New York Mercantile Exchange. Global benchmark June Brent oil rose $4.75, or 6.3%, to close at $80.42 a barrel on ICE Futures Europe.\"Positioning in crude is extremely light after the recent financial market driven weakness,\" said Babin. Last week's rally was driven primarily by short covering and modest re-engagement from long buyers,\" she said, adding that the long position, or bets that oil will rise in value, is \"very modest, with the managed money long-short ratio at 2.5, the lowest since December 2022.\"Large short positions held by speculative traders can make for more explosive rallies as \"weak-handed\" players are forced to buy futures to close out losing trades.Craig Golinowski, managing partner at Carbon Infrastructure Partners, also pointed out to MarketWatch that paper market for oil is \"very thin.\" Fewer participants and financial flows have created downside pressure on oil, he said, so OPEC is \"physically managing production to maintain a tight market to ensure investment into production remains stable, regardless of the paper market for oil.\"The energy market saw broad gains, with company shares and exchange-traded funds, including the Energy Select Sector SPDR Fund (XLE), rallying in the wake of the OPEC+ news.St. Louis Federal Reserve President James Bullard on Monday said the spike in oil prices after the OPEC+ cut announcement may make the central bank's inflation-fighting job \"a little more difficult,\" though it is too soon to know for sure.The latest spike in oil prices may \"play a hand in what the Fed does next regarding its fight against inflation,\" particularly if the latest jump in oil is sustained as oil at the current level \"won't be doing the inflation rate any favors,\" said Tim Waterer, chief market analyst at Kohle Capital Markets.Will OPEC+ lose market share?In the past, OPEC+ has been concerned about the loss of oil-market share when it decides to make production cuts.This time, however, there is \"limited threat to market share,\" said CIBC Private Wealth's Babin.Previously, when OPEC+ cut production, they would lose market share to U.S. shale oil producers, she said. \"However, \"U.S. shale producers have entered a period where growth is limited due to financial discipline.\"Recent developments in regional banks has \"likely lowered shale producers' ability to quickly get capital to increase production,\" said Babin.Total U.S. petroleum production stood at 12.2 million barrels a day as of the week ended March 24, down 100,000 barrels per day from a week earlier, according to data from the Energy Information Administration.OPEC would usually \"hesitate to reduce barrels, with fears of ceding market share to U.S. shale, but the slowing of U.S. production and their dedication to a disciplined approach has alleviated the Saudi's fear of rapid U.S. growth,\" said Alex Hodes, energy analyst at StoneX.What are the geopolitical implications?Meanwhile, James Swanston, Middle East and North Africa economist at Capital Economics, in a note said the OPEC+ move was likely motivated by geopolitics and Saudi Arabia's \"shift away from the West.\"Saudi Arabia's ties with the U.S. are \"fraying,\" he said.Swanston also said the production decision has implications for the future of OPEC+ oil policy, as well as the \"patience of members, particularly, the UAE.\"The U.A.E. agreed to these voluntary output cuts, but it was reported last month that officials were growing impatient at the bearish OPEC+ stance and had discussed internally whether to leave the group, said Swanston.The Wall Street Journal:Saudi Arabia and U.A.E. Clash Over Oil, Yemen as Rift GrowsThe U.A.E. wants to \"increase oil output sooner rather than later as shown by its move to bring forward its oil production capacity target from 3.1 [million barrels per day] currently to 5 million bpd by 2027,\" instead of the year 2030, said Swanston.He said the U.A.E. had twice previously threatened to leave OPEC+ and that there was speculation that the U.A.E. was strongly against the Saudi-led decision to cut OPEC+ oil output quotas by 2 million bpd in October.\"If the OPEC+ strategy of lower oil production persists, then tensions could escalate, and the U.A.E. could ultimately opt to leave OPEC+,\" Swanston said.What do the cuts say about demand?The production cuts will take effect in May, which is \"right ahead of Memorial Day and the start of U.S. driving season,\" said Stacey Morris, head of energy research with VettaFi.Given that, \"it could be another summer with painful prices at the [gasoline] pump,\" she said.The average price for regular unleaded gasoline stood at $3.506 a gallon on Monday, up from $3.439 a week ago, but down from $4.192 a year ago, according to AAAStill, some traders may interpret the OPEC+ cut as a sign of weaker than expected demand for physical markets, given that OPEC+ possesses “some of the best information available in regards to the global physical oil markets,” said Rob Thummel, portfolio manager at Tortoise.However, “ we still expect global oil demand to accelerate throughout 2023, reaching a record high in the second half the year,” he said.Global oil inventories are below normal and will likely “remain below normal as higher demand and less supply deplete inventories throughout the year,” Thummel said, noting that Tortoise expects oil prices to be range bound between $85 and $95 for the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941430839,"gmtCreate":1680515996621,"gmtModify":1680516000054,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941430839","repostId":"1195586667","repostType":4,"repost":{"id":"1195586667","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1680513029,"share":"https://ttm.financial/m/news/1195586667?lang=&edition=fundamental","pubTime":"2023-04-03 17:10","market":"us","language":"en","title":"BBBY Surged Nearly 22% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1195586667","media":"Tiger Newspress","summary":"Bed Bath & Beyond surged nearly 22% in premarket trading.To avoid bankruptcy, it has three weeks to ","content":"<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5dee22d62e48193d35d39dfc3f451aac\" tg-width=\"650\" tg-height=\"523\"/></p><p> <a href=\"https://laohu8.com/S/BBBY\">Bed Bath &amp; Beyond</a> surged nearly 22% in premarket trading.</p><p>To avoid bankruptcy, it has three weeks to squeeze another $300 million from equity markets that have largely turned against it after the deal diluted existing shareholders and sent its stock down 50%. </p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BBBY Surged Nearly 22% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBBBY Surged Nearly 22% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-03 17:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5dee22d62e48193d35d39dfc3f451aac\" tg-width=\"650\" tg-height=\"523\"/></p><p> <a href=\"https://laohu8.com/S/BBBY\">Bed Bath &amp; Beyond</a> surged nearly 22% in premarket trading.</p><p>To avoid bankruptcy, it has three weeks to squeeze another $300 million from equity markets that have largely turned against it after the deal diluted existing shareholders and sent its stock down 50%. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"3B家居"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195586667","content_text":"Bed Bath & Beyond surged nearly 22% in premarket trading.To avoid bankruptcy, it has three weeks to squeeze another $300 million from equity markets that have largely turned against it after the deal diluted existing shareholders and sent its stock down 50%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943007329,"gmtCreate":1678946855061,"gmtModify":1678947038242,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943007329","repostId":"2319826065","repostType":2,"repost":{"id":"2319826065","pubTimestamp":1678934669,"share":"https://ttm.financial/m/news/2319826065?lang=&edition=fundamental","pubTime":"2023-03-16 10:44","market":"us","language":"en","title":"ChatGPT Says These 7 Stocks Could Be the Next Trillion-Dollar Companies","url":"https://stock-news.laohu8.com/highlight/detail?id=2319826065","media":"InvestorPlace","summary":"Here are the companies ChatGPT thinks can reach the trillion-dollar mark.The chatbot sees significan","content":"<html><head></head><body><ul><li>Here are the companies ChatGPT thinks can reach the trillion-dollar mark.</li><li>The chatbot sees significant potential for sectors including tech and renewable energy.</li><li>Some of its selections may be surprising, but all have potential to soar again.</li></ul><p><img src=\"https://static.tigerbbs.com/768811b4c4a62dd64c5789bf7a347c51\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Ascannio / Shutterstock.com</p><p>Investors will always be on the hunt for the next trillion-dollar companies. This is a milestone that every company aims for, though very few reach. For investors, this means constantly being on the lookout for innovators with revolutionary products that can take them to market capitalizations above $1 trillion.</p><p>As <i>InvestorPlace</i> analyst Luke Lango notes, in 2022, the iPhone helped <b>Apple</b> reach that milestone and become the world’s most valuable company with a market cap above $2 trillion. Plenty of experts have made predictions as to what the next trillion-dollar whale will be. But I wanted to hear what ChatGPT has to say about it.</p><p>Very much a revolutionary product itself, ChatGPT has proven apt at many things, including researching any number of topics and providing detailed information on them. This includes investing and stock selection. As <i>InvestorPlace</i> Financial News Writer Brenden Rearick reports:</p><blockquote>“<i>InvestorPlace</i> has tasked ChatGPT time and again with selecting high-growth assets across the stock market and crypto world. The chatbot, while not necessarily up-to-date on stock market news, possesses a keen quantitative analysis skill…”</blockquote><p>With this in mind, I tasked ChatGPT with identifying the next trillion-dollar company. While the chatbot can’t make direct predictions, it did provide me with a list of companies that it thinks have the potential to reach the trillion-dollar mark. When first asked, it named the sectors that it sees as having trillion-dollar potential: artificial intelligence, healthcare technology, electric and autonomous vehicles, fintech and renewable energy. A few questions later, it named companies from each one that it saw as having the best potential.</p><p>Let’s take a look at what ChatGPT thinks will be the next trillion-dollar companies.</p><h2><a href=\"https://laohu8.com/S/AMZN\">Amazon </a></h2><p><img src=\"https://static.tigerbbs.com/21b798812e309fcfdcc7d7c00622a0ce\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Sundry Photography / Shutterstock.com</p><p>With a market cap of $970 billion, <b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>) is dangerously close to hitting $1 trillion. ChatGPT touts the e-commerce giant for its wide-range applications across many sectors. It specifically highlights Amazon’s recent investments in AI and robotics, making it clear that it sees this emerging market as the company’s ticket to a trillion-dollar valuation. This includes a recent partnership with AI startup <b>Hugging Face</b>, which offers Amazon exposure to a lucrative new section of the AI field. As the bot states:</p><blockquote>“As the company continues to expand into new markets, such as healthcare and advertising, and invest in emerging technologies like artificial intelligence and robotics, it could potentially continue to grow and reach a $1 trillion valuation.”</blockquote><h2><a href=\"https://laohu8.com/S/NEE\">NextEra Energy </a></h2><p><img src=\"https://static.tigerbbs.com/ea57d4c3dcede125d4c0c41df15c24f2\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: madamF / Shutterstock.com</p><p>ChatGPT clearly recognizes the power and potential of the renewable energy sector. <b>NextEra Energy</b> (NYSE:<b><u>NEE</u></b>) is one of the field’s leaders, with vast holdings and an impressive market share. ChatGPT definitely sees it as a great play among clean energy companies. As it states:</p><blockquote>“NextEra Energy is already one of the world’s largest producers of wind and solar power, and its focus on renewable energy and sustainability could help it continue to grow and reach a $1 trillion valuation.”</blockquote><p>Additionally, the company is ranked as a winner among dividend stocks and carries significant appeal for less risk-averse investors. All this bodes well for its future as a potential trillion-dollar winner.</p><h2><a href=\"https://laohu8.com/S/MRNA\">Moderna </a></h2><p><img src=\"https://static.tigerbbs.com/c432dd53ea4900b4425422ee00cafdba\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Ascannio / Shutterstock.com</p><p><b>Moderna</b> (NASDAQ:<b><u>MRNA</u></b>) enjoyed a race to the top during the Covid-19 vaccine rush, securing its place among pharmaceutical winners. Now, ChatGPT believes it has trillion-dollar potential due to its applications in healthcare technology. While the bot did not get specific in its reasoning, it provided the following breakdown:</p><blockquote>“Moderna is a biotechnology company that has gained significant attention and market value during the COVID-19 pandemic due to its successful development of an mRNA vaccine. As the company continues to develop and commercialize other mRNA-based treatments, it could potentially reach a $1 trillion valuation.”</blockquote><p>It’s also worth noting that ChatGPT considers MRNA to be a meme stock. When Rearick asked it for a list of the best meme stocks to buy, its top 10 picks included Moderna. That said, this categorization is likely due to 2021 data, as during that year the stock made many headlines.</p><h2><a href=\"https://laohu8.com/S/NVDA\">Nvidia </a></h2><p><img src=\"https://static.tigerbbs.com/04874462381e4ee3fb7f89da1b0d0b6f\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Hairem / Shutterstock.com</p><p>It’s not surprising that this AI standout would be ranked among future trillion-dollar winners. A Silicon Valley darling with wide-ranging applications, <b>Nvidia</b> (NASDAQ:<b><u>NVDA</u></b>) is often noted for its potential to help power the AI boom. When I asked ChatGPT for a list of the best AI stocks to buy, it ranked Nvidia among its top picks, second only to actual trillion-dollar company <b>Alphabet</b> (NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b>GOOGL</b>). This time around, it provided a detailed breakdown of why it sees Nvidia reaching the same level:</p><blockquote>“Nvidia is a leading semiconductor and graphics processing unit (GPU) company that has been on a steady growth trajectory in recent years, with a current market capitalization of around $500 billion. There are several reasons why some analysts and investors believe that Nvidia has the potential to reach a $1 trillion valuation in the future.”</blockquote><p>These reasons included “dominance in the AI and data center markets,” “diversification into new markets,” and high investor confidence as well as impressive financials. Nvidia’s market cap is actually $586 billion, a reminder that ChatGPT’s data is limited to 2021 and earlier. However, the rest of the reasoning holds up.</p><h2><a href=\"https://laohu8.com/S/ILMN\">Illumina</a></h2><p><img src=\"https://static.tigerbbs.com/e83f39750e9eef81e25f4c70da4c2af0\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: shutterstock.com/Romix Image</p><p>This name isn’t as well-known as the other stocks that ChatGPT named as potential trillion-dollar winners. But that doesn’t mean investors should count <b>Illumina</b> (NASDAQ:<b><u>ILMN</u></b>) out. As <i>InvestorPlace</i> contributor Larry Ramer notes, the biotech company is a leader in the field of gene sequencing, which he describes as a “key to unlocking precision medicine.” ChatGPT has a similar take, citing multiple reasons to be bullish on ILMN. As it states:</p><blockquote>“Illumina is a leading company in the genomics and genetic testing space, providing genetic sequencing and analysis solutions to researchers, clinicians, and biotech companies. There are several factors that could contribute to the company’s growth potential.”</blockquote><p>The chatbot highlights the company’s history of innovation while also naming “increasing demand for genetic testing” and “expansion into new markets” as factors for why it sees so much potential, as well as its focus on partnerships and diversification of products.</p><h2><a href=\"https://laohu8.com/S/TSLA\">Tesla </a></h2><p><img src=\"https://static.tigerbbs.com/9ebd185bd49900b38a5d763f7b0e670a\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Roschetzky Photography / Shutterstock.com</p><p>It’s no surprise that such a popular company would be on this list, especially after ChatGPT named electric and autonomous vehicles as a top opportunity. <b>Tesla</b> (NASDAQ:<b>TSLA</b>) is considered a leader in both fields.</p><p>While its autonomous driving technology has come under fire after multiple accidents, it remains firmly ahead of many competitors. Additionally, it still has its place at the front of the EV race, even as competitors close in. As <i>InvestorPlace</i> contributor Bret Kenwell reports, Tesla has already been in the trillion-dollar club and it could get there again. ChatGPT has a similar perspective. Per the bot:</p><blockquote>“Tesla is currently the largest automaker by market capitalization, with a market cap [near] $600 billion. As the company continues to expand its electric vehicle production and autonomous driving capabilities, it could potentially reach a $1 trillion valuation.”</blockquote><h2><a href=\"https://laohu8.com/S/SQ\">Block</a></h2><p><img src=\"https://static.tigerbbs.com/4af302a5be4a7e5081a682dec640caf7\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Sergei Elagin / Shutterstock.com</p><p>Constantly hailed as a winner in the fintech space, <b>Block</b> (NYSE:<b>SQ</b>) has emerged as a mobile payments leader. Led by former <b>Twitter</b> CEO Jack Dorsey, the company is recovering from a volatile year. But this isn’t the first time that ChatGPT has selected it as a stock with significant growth potential. <i>InvestorPlace</i> Assistant News Writer Shrey Dua recently asked the bot for a list of tech stocks with high five-year growth potential. It ranked Block just below Nvidia on a list that included Apple and Amazon. Here’s what it told me about SQ stock:</p><blockquote>“[Block] has been on a steady growth trajectory since its founding in 2009 and has already reached a market capitalization of over $100 billion. With its focus on innovative financial solutions for small businesses, the company could potentially continue to grow and reach a $1 trillion valuation.”</blockquote><p>As a result of its difficult 2022, Block no longer boasts such a high market cap. As of this writing, it sits at $43 billion. If markets turn around in 2023, though, SQ could easily make up the ground it has lost.</p></body></html>","source":"investorplace","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>ChatGPT Says These 7 Stocks Could Be the Next Trillion-Dollar Companies</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\">\nChatGPT Says These 7 Stocks Could Be the Next Trillion-Dollar Companies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-16 10:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/03/chatgpt-says-these-7-stocks-could-be-the-next-trillion-dollar-companies/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are the companies ChatGPT thinks can reach the trillion-dollar mark.The chatbot sees significant potential for sectors including tech and renewable energy.Some of its selections may be surprising...</p>\n\n<a href=\"https://investorplace.com/2023/03/chatgpt-says-these-7-stocks-could-be-the-next-trillion-dollar-companies/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","NVDA":"英伟达","TSLA":"特斯拉","ILMN":"Illumina","SQ":"Block","NEE":"新纪元能源","AMZN":"亚马逊"},"source_url":"https://investorplace.com/2023/03/chatgpt-says-these-7-stocks-could-be-the-next-trillion-dollar-companies/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319826065","content_text":"Here are the companies ChatGPT thinks can reach the trillion-dollar mark.The chatbot sees significant potential for sectors including tech and renewable energy.Some of its selections may be surprising, but all have potential to soar again.Source: Ascannio / Shutterstock.comInvestors will always be on the hunt for the next trillion-dollar companies. This is a milestone that every company aims for, though very few reach. For investors, this means constantly being on the lookout for innovators with revolutionary products that can take them to market capitalizations above $1 trillion.As InvestorPlace analyst Luke Lango notes, in 2022, the iPhone helped Apple reach that milestone and become the world’s most valuable company with a market cap above $2 trillion. Plenty of experts have made predictions as to what the next trillion-dollar whale will be. But I wanted to hear what ChatGPT has to say about it.Very much a revolutionary product itself, ChatGPT has proven apt at many things, including researching any number of topics and providing detailed information on them. This includes investing and stock selection. As InvestorPlace Financial News Writer Brenden Rearick reports:“InvestorPlace has tasked ChatGPT time and again with selecting high-growth assets across the stock market and crypto world. The chatbot, while not necessarily up-to-date on stock market news, possesses a keen quantitative analysis skill…”With this in mind, I tasked ChatGPT with identifying the next trillion-dollar company. While the chatbot can’t make direct predictions, it did provide me with a list of companies that it thinks have the potential to reach the trillion-dollar mark. When first asked, it named the sectors that it sees as having trillion-dollar potential: artificial intelligence, healthcare technology, electric and autonomous vehicles, fintech and renewable energy. A few questions later, it named companies from each one that it saw as having the best potential.Let’s take a look at what ChatGPT thinks will be the next trillion-dollar companies.Amazon Source: Sundry Photography / Shutterstock.comWith a market cap of $970 billion, Amazon (NASDAQ:AMZN) is dangerously close to hitting $1 trillion. ChatGPT touts the e-commerce giant for its wide-range applications across many sectors. It specifically highlights Amazon’s recent investments in AI and robotics, making it clear that it sees this emerging market as the company’s ticket to a trillion-dollar valuation. This includes a recent partnership with AI startup Hugging Face, which offers Amazon exposure to a lucrative new section of the AI field. As the bot states:“As the company continues to expand into new markets, such as healthcare and advertising, and invest in emerging technologies like artificial intelligence and robotics, it could potentially continue to grow and reach a $1 trillion valuation.”NextEra Energy Source: madamF / Shutterstock.comChatGPT clearly recognizes the power and potential of the renewable energy sector. NextEra Energy (NYSE:NEE) is one of the field’s leaders, with vast holdings and an impressive market share. ChatGPT definitely sees it as a great play among clean energy companies. As it states:“NextEra Energy is already one of the world’s largest producers of wind and solar power, and its focus on renewable energy and sustainability could help it continue to grow and reach a $1 trillion valuation.”Additionally, the company is ranked as a winner among dividend stocks and carries significant appeal for less risk-averse investors. All this bodes well for its future as a potential trillion-dollar winner.Moderna Source: Ascannio / Shutterstock.comModerna (NASDAQ:MRNA) enjoyed a race to the top during the Covid-19 vaccine rush, securing its place among pharmaceutical winners. Now, ChatGPT believes it has trillion-dollar potential due to its applications in healthcare technology. While the bot did not get specific in its reasoning, it provided the following breakdown:“Moderna is a biotechnology company that has gained significant attention and market value during the COVID-19 pandemic due to its successful development of an mRNA vaccine. As the company continues to develop and commercialize other mRNA-based treatments, it could potentially reach a $1 trillion valuation.”It’s also worth noting that ChatGPT considers MRNA to be a meme stock. When Rearick asked it for a list of the best meme stocks to buy, its top 10 picks included Moderna. That said, this categorization is likely due to 2021 data, as during that year the stock made many headlines.Nvidia Source: Hairem / Shutterstock.comIt’s not surprising that this AI standout would be ranked among future trillion-dollar winners. A Silicon Valley darling with wide-ranging applications, Nvidia (NASDAQ:NVDA) is often noted for its potential to help power the AI boom. When I asked ChatGPT for a list of the best AI stocks to buy, it ranked Nvidia among its top picks, second only to actual trillion-dollar company Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL). This time around, it provided a detailed breakdown of why it sees Nvidia reaching the same level:“Nvidia is a leading semiconductor and graphics processing unit (GPU) company that has been on a steady growth trajectory in recent years, with a current market capitalization of around $500 billion. There are several reasons why some analysts and investors believe that Nvidia has the potential to reach a $1 trillion valuation in the future.”These reasons included “dominance in the AI and data center markets,” “diversification into new markets,” and high investor confidence as well as impressive financials. Nvidia’s market cap is actually $586 billion, a reminder that ChatGPT’s data is limited to 2021 and earlier. However, the rest of the reasoning holds up.IlluminaSource: shutterstock.com/Romix ImageThis name isn’t as well-known as the other stocks that ChatGPT named as potential trillion-dollar winners. But that doesn’t mean investors should count Illumina (NASDAQ:ILMN) out. As InvestorPlace contributor Larry Ramer notes, the biotech company is a leader in the field of gene sequencing, which he describes as a “key to unlocking precision medicine.” ChatGPT has a similar take, citing multiple reasons to be bullish on ILMN. As it states:“Illumina is a leading company in the genomics and genetic testing space, providing genetic sequencing and analysis solutions to researchers, clinicians, and biotech companies. There are several factors that could contribute to the company’s growth potential.”The chatbot highlights the company’s history of innovation while also naming “increasing demand for genetic testing” and “expansion into new markets” as factors for why it sees so much potential, as well as its focus on partnerships and diversification of products.Tesla Source: Roschetzky Photography / Shutterstock.comIt’s no surprise that such a popular company would be on this list, especially after ChatGPT named electric and autonomous vehicles as a top opportunity. Tesla (NASDAQ:TSLA) is considered a leader in both fields.While its autonomous driving technology has come under fire after multiple accidents, it remains firmly ahead of many competitors. Additionally, it still has its place at the front of the EV race, even as competitors close in. As InvestorPlace contributor Bret Kenwell reports, Tesla has already been in the trillion-dollar club and it could get there again. ChatGPT has a similar perspective. Per the bot:“Tesla is currently the largest automaker by market capitalization, with a market cap [near] $600 billion. As the company continues to expand its electric vehicle production and autonomous driving capabilities, it could potentially reach a $1 trillion valuation.”BlockSource: Sergei Elagin / Shutterstock.comConstantly hailed as a winner in the fintech space, Block (NYSE:SQ) has emerged as a mobile payments leader. Led by former Twitter CEO Jack Dorsey, the company is recovering from a volatile year. But this isn’t the first time that ChatGPT has selected it as a stock with significant growth potential. InvestorPlace Assistant News Writer Shrey Dua recently asked the bot for a list of tech stocks with high five-year growth potential. It ranked Block just below Nvidia on a list that included Apple and Amazon. Here’s what it told me about SQ stock:“[Block] has been on a steady growth trajectory since its founding in 2009 and has already reached a market capitalization of over $100 billion. With its focus on innovative financial solutions for small businesses, the company could potentially continue to grow and reach a $1 trillion valuation.”As a result of its difficult 2022, Block no longer boasts such a high market cap. As of this writing, it sits at $43 billion. If markets turn around in 2023, though, SQ could easily make up the ground it has lost.","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942057307,"gmtCreate":1681089881409,"gmtModify":1681089883150,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942057307","repostId":"1109064904","repostType":4,"repost":{"id":"1109064904","pubTimestamp":1681084517,"share":"https://ttm.financial/m/news/1109064904?lang=&edition=fundamental","pubTime":"2023-04-10 07:55","market":"sg","language":"en","title":"Singapore Bourse May Remain Stuck In Neutral On Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1109064904","media":"RTTNews","summary":"Ahead of the market holiday for Good Friday, the Singapore stock market had halted the four-day winn","content":"<html><head></head><body><p>Ahead of the market holiday for Good Friday, the Singapore stock market had halted the four-day winning streak in which it had jumped more than 60 points or 1.9 percent. The Straits Times Index now rests just above the 3,300-point plateau and it may spin its wheels again on Monday.</p><p style=\"text-align: start;\">There&#39;s not much of a global forecast, as most of the markets in Europe and the United States were closed on Friday for Good Friday. Key U.S. employment data was roughly in line with expectations, suggesting a steady if quiet session.</p><p style=\"text-align: start;\">The STI finished modestly lower on Thursday following losses from the property stocks and trusts, while the financials and industrials were mixed.</p><p style=\"text-align: start;\">For the day, the index sank 18.39 points or 0.55 percent to finish at 3,300.48 after trading between 3,291.65 and 3,314.74.</p><p style=\"text-align: start;\">Among the actives, Ascendas REIT and Hongkong Land both plunged 2.05 percent, while CapitaLand Integrated Commercial Trust dropped 0.49 percent, CapitaLand Investment and SingTel both skidded 0.79 percent, City Developments retreated 1.09 percent, Comfort DelGro slumped 0.83 percent, DBS Group rose 0.21 percent, Keppel Corp eased 0.17 percent, Mapletree Pan Asia Commercial Trust and Yangzijiang Shipbuilding both tumbled 1.63 percent, Mapletree Industrial Trust declined 1.24 percent, Mapletree Logistics Trust plummeted 2.59 percent, SATS and Singapore Technologies Engineering both stumbled 1.08 percent, SembCorp Industries climbed 1.15 percent, Thai Beverage surrendered 1.50 percent, United Overseas Bank sank 0.43 percent, Wilmar International tanked 1.89 percent and Emperador, Genting Singapore, Yangzijiang Financial and Oversea-Chinese Banking Corporation were unchanged.</p><p style=\"text-align: start;\">There is no lead from Wall Street as the stock and oil markets were closed for Good Friday. The big catalyst for the day, however, was the closely watched U.S. jobs report for March.</p><p>The Labor Department said that employment in the U.S. increased roughly in line with forecasts in March as non-farm payroll employment climbed by 236,000 jobs after jumping by an upwardly revised 326,000 jobs in February.</p><p style=\"text-align: start;\">Economists had expected employment to rise by about 240,000 jobs compared to the addition of 311,000 jobs originally reported for the previous month.</p><p style=\"text-align: start;\">Also, the unemployment rate edged down to 3.5 percent in March from 3.6 percent in February; the unemployment rate was expected to be unchanged.</p><p style=\"text-align: start;\">The numbers fall in the butter zone, which is to say good enough to dispel fears of an economic slowdown but not so good as the encourage the Federal Reserve to feel comfortable applying another rate hike anytime soon.</p></body></html>","source":"lsy1626938412129","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>Singapore Bourse May Remain Stuck In Neutral On Monday</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\">\nSingapore Bourse May Remain Stuck In Neutral On Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3355209/singapore-bourse-may-remain-stuck-in-neutral-on-monday.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ahead of the market holiday for Good Friday, the Singapore stock market had halted the four-day winning streak in which it had jumped more than 60 points or 1.9 percent. The Straits Times Index now ...</p>\n\n<a href=\"https://www.rttnews.com/3355209/singapore-bourse-may-remain-stuck-in-neutral-on-monday.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3355209/singapore-bourse-may-remain-stuck-in-neutral-on-monday.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109064904","content_text":"Ahead of the market holiday for Good Friday, the Singapore stock market had halted the four-day winning streak in which it had jumped more than 60 points or 1.9 percent. The Straits Times Index now rests just above the 3,300-point plateau and it may spin its wheels again on Monday.There's not much of a global forecast, as most of the markets in Europe and the United States were closed on Friday for Good Friday. Key U.S. employment data was roughly in line with expectations, suggesting a steady if quiet session.The STI finished modestly lower on Thursday following losses from the property stocks and trusts, while the financials and industrials were mixed.For the day, the index sank 18.39 points or 0.55 percent to finish at 3,300.48 after trading between 3,291.65 and 3,314.74.Among the actives, Ascendas REIT and Hongkong Land both plunged 2.05 percent, while CapitaLand Integrated Commercial Trust dropped 0.49 percent, CapitaLand Investment and SingTel both skidded 0.79 percent, City Developments retreated 1.09 percent, Comfort DelGro slumped 0.83 percent, DBS Group rose 0.21 percent, Keppel Corp eased 0.17 percent, Mapletree Pan Asia Commercial Trust and Yangzijiang Shipbuilding both tumbled 1.63 percent, Mapletree Industrial Trust declined 1.24 percent, Mapletree Logistics Trust plummeted 2.59 percent, SATS and Singapore Technologies Engineering both stumbled 1.08 percent, SembCorp Industries climbed 1.15 percent, Thai Beverage surrendered 1.50 percent, United Overseas Bank sank 0.43 percent, Wilmar International tanked 1.89 percent and Emperador, Genting Singapore, Yangzijiang Financial and Oversea-Chinese Banking Corporation were unchanged.There is no lead from Wall Street as the stock and oil markets were closed for Good Friday. The big catalyst for the day, however, was the closely watched U.S. jobs report for March.The Labor Department said that employment in the U.S. increased roughly in line with forecasts in March as non-farm payroll employment climbed by 236,000 jobs after jumping by an upwardly revised 326,000 jobs in February.Economists had expected employment to rise by about 240,000 jobs compared to the addition of 311,000 jobs originally reported for the previous month.Also, the unemployment rate edged down to 3.5 percent in March from 3.6 percent in February; the unemployment rate was expected to be unchanged.The numbers fall in the butter zone, which is to say good enough to dispel fears of an economic slowdown but not so good as the encourage the Federal Reserve to feel comfortable applying another rate hike anytime soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941798630,"gmtCreate":1680590996921,"gmtModify":1680591000424,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941798630","repostId":"2324816815","repostType":4,"repost":{"id":"2324816815","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1680559140,"share":"https://ttm.financial/m/news/2324816815?lang=&edition=fundamental","pubTime":"2023-04-04 05:59","market":"us","language":"en","title":"Soaring Oil Prices: 6 Things Investors Need to Know About the Surprise OPEC+ Production Cuts","url":"https://stock-news.laohu8.com/highlight/detail?id=2324816815","media":"Dow Jones","summary":"The Organization of the Petroleum Exporting Countries and its allies said they decided Sunday to cut","content":"<html><head></head><body><p>The Organization of the Petroleum Exporting Countries and its allies said they decided Sunday to cut production in an effort to support oil-market stability, but that offers little comfort to consumers worried about inflation and an expected spike in fuel demand during the coming summer driving season.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/870a3726d836193bf3680cd844b61d72\" alt=\"MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\" title=\"MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\" tg-width=\"700\" tg-height=\"487\"/><span>MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO</span></p><p>The surprise output reduction by the group known as OPEC+ starting in May also comes at a particularly vulnerable time for the U.S., which may not be able to quickly increase its own production.</p><p>&#34;The nature and timing of the decision are shocking, since prices have been only moderate pressured from the banking mini-crisis and the market is expected to tighten later this year,&#34; said Michael Lynch, president of Strategic Energy &amp; Economic Research.</p><p>&#34;OPEC+, and especially the Saudis, seem to be signaling a strong desire to punish short sellers and pre-empt possible demand weakness,&#34; he told MarketWatch. Also, &#34;the impact on inflation...could mean an anemic summer driving season.&#34;</p><h2>What happened?</h2><p>OPEC and its allies, a group known as OPEC+, announced voluntary production &#34;adjustments&#34; on Sunday that will take effect starting in May and run through to the end of the year.</p><p>The move was unusual, as there was no indication that any change to production would be made and OPEC+ ministers weren&#39;t scheduled to officially hold an output decision-making meeting until June 4.</p><p>The OPEC+ Joint Ministerial Monitoring Committee, however, did hold a meeting on Monday, as it does every two months. The committee has no ability to make decisions on production, but has the authority to request an OPEC and non-OPEC ministerial meeting at any time to address market developments.</p><p>The JMMC had been expected to discuss a number of oil-market issues, and confirm that previously announced cuts of 2 million barrels a day would remain in effect. The committee on Monday indeed reaffirmed its commitment to that previous agreement, but also pointed out Sunday&#39;s announcement.</p><p>&#34;Unlike cuts in the past that were more &#39;paper cuts&#39; to quotas with many countries already producing below quota, these are real voluntary cuts from countries producing at or above quotas,&#34; said Rebecca Babin, senior energy trader at CIBC Private Wealth U.S., in emailed commentary. That means this will be &#34;far more impactful than the 2 million barrels cut&#34; announced in October 2022.</p><p>Saudi Arabia will take on the biggest reduction, cutting oil output by 500,000 barrels a day. Other barrel-per-day cuts include Iraq with 211,000, United Arab Emirates 144,000, Kuwait 128,000, Kazakhstan 78,000, Algeria 48,000, Oman 40,000 and Gabon 8,000. Those total 1.157 million barrels a day.</p><p>The cuts, however, are in addition to the previous OPEC+ production cuts of 2 million barrels a day, as well as the extension of Russia&#39;s reduction of 500,000 barrels a day in retaliation to western oil-price caps and sanctions. That brings the total output reductions to 3.657 million barrels a day.</p><h2>What prompted the cut?</h2><p>Saudi Arabia&#39;s Ministry of Energy on Sunday, as well as the JMMC in a statement Monday, said that the cuts are a &#34;precautionary measure aimed at supporting the stability of the oil market.&#34;</p><p>Some news reports and analysts have speculated that Saudi Arabia, a member of OPEC and among the world&#39;s top oil producers, and other major oil producers made the surprise move to cut output because of recent comments made by U.S. Energy Secretary Jennifer Granholm.</p><p>On March 23, Granholm said that it may take years for the U.S. to refill its Strategic Petroleum Reserve. She appeared to walk back those comments on March 28, with Reuters reporting that she said the U.S. could start buying back crude oil for the SPR late this year.</p><p>The Biden administration last year announced the emergency sale of 180 million barrels of SPR crude to help lower gasoline prices, and has said it would refill the reserve when oil prices fell to around $70 a barrel.</p><p>U.S. benchmark West Texas Intermediate crude oil fell below $70 a barrel to their lowest level in 15 months on March 21.</p><h2>Why was the market so surprised?</h2><p>The OPEC+ decision took the financial market by surprise.</p><p>&#34;If fully delivered, the announced cut would further tighten an already fundamentally tight oil market, driving the Brent benchmark towards $100 per barrel sooner than previously expected, and would push the price to around $110 per barrel this summer,&#34; said Jorge Leon, senior vice president at Rystad Energy.</p><p>Before the new OPEC+ cuts, Rystad Energy was anticipating the crude-oil market to be in a supply deficit to the &#34;tune of 1.4 million&#34; barrels a day between May and August, he said in emailed commentary. The voluntary cuts will put &#34;upside pressure on prices from a fundamentals perspective, offering support of around $10 per barrel.&#34;</p><p>On Monday, the front-month May WTI oil futures contract climbed 6.4% to trade above $80.50 a barrel ahead of the closing bell on the New York Mercantile Exchange. Global benchmark June Brent oil rose $4.75, or 6.3%, to close at $80.42 a barrel on ICE Futures Europe.</p><p>&#34;Positioning in crude is extremely light after the recent financial market driven weakness,&#34; said Babin. Last week&#39;s rally was driven primarily by short covering and modest re-engagement from long buyers,&#34; she said, adding that the long position, or bets that oil will rise in value, is &#34;very modest, with the managed money long-short ratio at 2.5, the lowest since December 2022.&#34;</p><p>Large short positions held by speculative traders can make for more explosive rallies as &#34;weak-handed&#34; players are forced to buy futures to close out losing trades.</p><p>Craig Golinowski, managing partner at Carbon Infrastructure Partners, also pointed out to MarketWatch that paper market for oil is &#34;very thin.&#34; Fewer participants and financial flows have created downside pressure on oil, he said, so OPEC is &#34;physically managing production to maintain a tight market to ensure investment into production remains stable, regardless of the paper market for oil.&#34;</p><p>The energy market saw broad gains, with company shares and exchange-traded funds, including the Energy Select Sector SPDR Fund (XLE), rallying in the wake of the OPEC+ news.</p><p>St. Louis Federal Reserve President James Bullard on Monday said the spike in oil prices after the OPEC+ cut announcement may make the central bank&#39;s inflation-fighting job &#34;a little more difficult,&#34; though it is too soon to know for sure.</p><p>The latest spike in oil prices may &#34;play a hand in what the Fed does next regarding its fight against inflation,&#34; particularly if the latest jump in oil is sustained as oil at the current level &#34;won&#39;t be doing the inflation rate any favors,&#34; said Tim Waterer, chief market analyst at Kohle Capital Markets.</p><h2>Will OPEC+ lose market share?</h2><p>In the past, OPEC+ has been concerned about the loss of oil-market share when it decides to make production cuts.</p><p>This time, however, there is &#34;limited threat to market share,&#34; said CIBC Private Wealth&#39;s Babin.</p><p>Previously, when OPEC+ cut production, they would lose market share to U.S. shale oil producers, she said. &#34;However, &#34;U.S. shale producers have entered a period where growth is limited due to financial discipline.&#34;</p><p>Recent developments in regional banks has &#34;likely lowered shale producers&#39; ability to quickly get capital to increase production,&#34; said Babin.</p><p>Total U.S. petroleum production stood at 12.2 million barrels a day as of the week ended March 24, down 100,000 barrels per day from a week earlier, according to data from the Energy Information Administration.</p><p>OPEC would usually &#34;hesitate to reduce barrels, with fears of ceding market share to U.S. shale, but the slowing of U.S. production and their dedication to a disciplined approach has alleviated the Saudi&#39;s fear of rapid U.S. growth,&#34; said Alex Hodes, energy analyst at StoneX.</p><h2>What are the geopolitical implications?</h2><p>Meanwhile, James Swanston, Middle East and North Africa economist at Capital Economics, in a note said the OPEC+ move was likely motivated by geopolitics and Saudi Arabia&#39;s &#34;shift away from the West.&#34;</p><p>Saudi Arabia&#39;s ties with the U.S. are &#34;fraying,&#34; he said.</p><p>Swanston also said the production decision has implications for the future of OPEC+ oil policy, as well as the &#34;patience of members, particularly, the UAE.&#34;</p><p>The U.A.E. agreed to these voluntary output cuts, but it was reported last month that officials were growing impatient at the bearish OPEC+ stance and had discussed internally whether to leave the group, said Swanston.</p><p>The Wall Street Journal:Saudi Arabia and U.A.E. Clash Over Oil, Yemen as Rift Grows</p><p>The U.A.E. wants to &#34;increase oil output sooner rather than later as shown by its move to bring forward its oil production capacity target from 3.1 [million barrels per day] currently to 5 million bpd by 2027,&#34; instead of the year 2030, said Swanston.</p><p>He said the U.A.E. had twice previously threatened to leave OPEC+ and that there was speculation that the U.A.E. was strongly against the Saudi-led decision to cut OPEC+ oil output quotas by 2 million bpd in October.</p><p>&#34;If the OPEC+ strategy of lower oil production persists, then tensions could escalate, and the U.A.E. could ultimately opt to leave OPEC+,&#34; Swanston said.</p><h2>What do the cuts say about demand?</h2><p>The production cuts will take effect in May, which is &#34;right ahead of Memorial Day and the start of U.S. driving season,&#34; said Stacey Morris, head of energy research with VettaFi.</p><p>Given that, &#34;it could be another summer with painful prices at the [gasoline] pump,&#34; she said.</p><p>The average price for regular unleaded gasoline stood at $3.506 a gallon on Monday, up from $3.439 a week ago, but down from $4.192 a year ago, according to AAA</p><p>Still, some traders may interpret the OPEC+ cut as a sign of weaker than expected demand for physical markets, given that OPEC+ possesses “some of the best information available in regards to the global physical oil markets,” said Rob Thummel, portfolio manager at Tortoise.</p><p style=\"text-align: start;\">However, “ we still expect global oil demand to accelerate throughout 2023, reaching a record high in the second half the year,” he said.</p><p style=\"text-align: start;\">Global oil inventories are below normal and will likely “remain below normal as higher demand and less supply deplete inventories throughout the year,” Thummel said, noting that Tortoise expects oil prices to be range bound between $85 and $95 for the year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nSoaring Oil Prices: 6 Things Investors Need to Know About the Surprise OPEC+ Production Cuts\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-04-04 05:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Organization of the Petroleum Exporting Countries and its allies said they decided Sunday to cut production in an effort to support oil-market stability, but that offers little comfort to consumers worried about inflation and an expected spike in fuel demand during the coming summer driving season.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/870a3726d836193bf3680cd844b61d72\" alt=\"MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\" title=\"MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO\" tg-width=\"700\" tg-height=\"487\"/><span>MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO</span></p><p>The surprise output reduction by the group known as OPEC+ starting in May also comes at a particularly vulnerable time for the U.S., which may not be able to quickly increase its own production.</p><p>&#34;The nature and timing of the decision are shocking, since prices have been only moderate pressured from the banking mini-crisis and the market is expected to tighten later this year,&#34; said Michael Lynch, president of Strategic Energy &amp; Economic Research.</p><p>&#34;OPEC+, and especially the Saudis, seem to be signaling a strong desire to punish short sellers and pre-empt possible demand weakness,&#34; he told MarketWatch. Also, &#34;the impact on inflation...could mean an anemic summer driving season.&#34;</p><h2>What happened?</h2><p>OPEC and its allies, a group known as OPEC+, announced voluntary production &#34;adjustments&#34; on Sunday that will take effect starting in May and run through to the end of the year.</p><p>The move was unusual, as there was no indication that any change to production would be made and OPEC+ ministers weren&#39;t scheduled to officially hold an output decision-making meeting until June 4.</p><p>The OPEC+ Joint Ministerial Monitoring Committee, however, did hold a meeting on Monday, as it does every two months. The committee has no ability to make decisions on production, but has the authority to request an OPEC and non-OPEC ministerial meeting at any time to address market developments.</p><p>The JMMC had been expected to discuss a number of oil-market issues, and confirm that previously announced cuts of 2 million barrels a day would remain in effect. The committee on Monday indeed reaffirmed its commitment to that previous agreement, but also pointed out Sunday&#39;s announcement.</p><p>&#34;Unlike cuts in the past that were more &#39;paper cuts&#39; to quotas with many countries already producing below quota, these are real voluntary cuts from countries producing at or above quotas,&#34; said Rebecca Babin, senior energy trader at CIBC Private Wealth U.S., in emailed commentary. That means this will be &#34;far more impactful than the 2 million barrels cut&#34; announced in October 2022.</p><p>Saudi Arabia will take on the biggest reduction, cutting oil output by 500,000 barrels a day. Other barrel-per-day cuts include Iraq with 211,000, United Arab Emirates 144,000, Kuwait 128,000, Kazakhstan 78,000, Algeria 48,000, Oman 40,000 and Gabon 8,000. Those total 1.157 million barrels a day.</p><p>The cuts, however, are in addition to the previous OPEC+ production cuts of 2 million barrels a day, as well as the extension of Russia&#39;s reduction of 500,000 barrels a day in retaliation to western oil-price caps and sanctions. That brings the total output reductions to 3.657 million barrels a day.</p><h2>What prompted the cut?</h2><p>Saudi Arabia&#39;s Ministry of Energy on Sunday, as well as the JMMC in a statement Monday, said that the cuts are a &#34;precautionary measure aimed at supporting the stability of the oil market.&#34;</p><p>Some news reports and analysts have speculated that Saudi Arabia, a member of OPEC and among the world&#39;s top oil producers, and other major oil producers made the surprise move to cut output because of recent comments made by U.S. Energy Secretary Jennifer Granholm.</p><p>On March 23, Granholm said that it may take years for the U.S. to refill its Strategic Petroleum Reserve. She appeared to walk back those comments on March 28, with Reuters reporting that she said the U.S. could start buying back crude oil for the SPR late this year.</p><p>The Biden administration last year announced the emergency sale of 180 million barrels of SPR crude to help lower gasoline prices, and has said it would refill the reserve when oil prices fell to around $70 a barrel.</p><p>U.S. benchmark West Texas Intermediate crude oil fell below $70 a barrel to their lowest level in 15 months on March 21.</p><h2>Why was the market so surprised?</h2><p>The OPEC+ decision took the financial market by surprise.</p><p>&#34;If fully delivered, the announced cut would further tighten an already fundamentally tight oil market, driving the Brent benchmark towards $100 per barrel sooner than previously expected, and would push the price to around $110 per barrel this summer,&#34; said Jorge Leon, senior vice president at Rystad Energy.</p><p>Before the new OPEC+ cuts, Rystad Energy was anticipating the crude-oil market to be in a supply deficit to the &#34;tune of 1.4 million&#34; barrels a day between May and August, he said in emailed commentary. The voluntary cuts will put &#34;upside pressure on prices from a fundamentals perspective, offering support of around $10 per barrel.&#34;</p><p>On Monday, the front-month May WTI oil futures contract climbed 6.4% to trade above $80.50 a barrel ahead of the closing bell on the New York Mercantile Exchange. Global benchmark June Brent oil rose $4.75, or 6.3%, to close at $80.42 a barrel on ICE Futures Europe.</p><p>&#34;Positioning in crude is extremely light after the recent financial market driven weakness,&#34; said Babin. Last week&#39;s rally was driven primarily by short covering and modest re-engagement from long buyers,&#34; she said, adding that the long position, or bets that oil will rise in value, is &#34;very modest, with the managed money long-short ratio at 2.5, the lowest since December 2022.&#34;</p><p>Large short positions held by speculative traders can make for more explosive rallies as &#34;weak-handed&#34; players are forced to buy futures to close out losing trades.</p><p>Craig Golinowski, managing partner at Carbon Infrastructure Partners, also pointed out to MarketWatch that paper market for oil is &#34;very thin.&#34; Fewer participants and financial flows have created downside pressure on oil, he said, so OPEC is &#34;physically managing production to maintain a tight market to ensure investment into production remains stable, regardless of the paper market for oil.&#34;</p><p>The energy market saw broad gains, with company shares and exchange-traded funds, including the Energy Select Sector SPDR Fund (XLE), rallying in the wake of the OPEC+ news.</p><p>St. Louis Federal Reserve President James Bullard on Monday said the spike in oil prices after the OPEC+ cut announcement may make the central bank&#39;s inflation-fighting job &#34;a little more difficult,&#34; though it is too soon to know for sure.</p><p>The latest spike in oil prices may &#34;play a hand in what the Fed does next regarding its fight against inflation,&#34; particularly if the latest jump in oil is sustained as oil at the current level &#34;won&#39;t be doing the inflation rate any favors,&#34; said Tim Waterer, chief market analyst at Kohle Capital Markets.</p><h2>Will OPEC+ lose market share?</h2><p>In the past, OPEC+ has been concerned about the loss of oil-market share when it decides to make production cuts.</p><p>This time, however, there is &#34;limited threat to market share,&#34; said CIBC Private Wealth&#39;s Babin.</p><p>Previously, when OPEC+ cut production, they would lose market share to U.S. shale oil producers, she said. &#34;However, &#34;U.S. shale producers have entered a period where growth is limited due to financial discipline.&#34;</p><p>Recent developments in regional banks has &#34;likely lowered shale producers&#39; ability to quickly get capital to increase production,&#34; said Babin.</p><p>Total U.S. petroleum production stood at 12.2 million barrels a day as of the week ended March 24, down 100,000 barrels per day from a week earlier, according to data from the Energy Information Administration.</p><p>OPEC would usually &#34;hesitate to reduce barrels, with fears of ceding market share to U.S. shale, but the slowing of U.S. production and their dedication to a disciplined approach has alleviated the Saudi&#39;s fear of rapid U.S. growth,&#34; said Alex Hodes, energy analyst at StoneX.</p><h2>What are the geopolitical implications?</h2><p>Meanwhile, James Swanston, Middle East and North Africa economist at Capital Economics, in a note said the OPEC+ move was likely motivated by geopolitics and Saudi Arabia&#39;s &#34;shift away from the West.&#34;</p><p>Saudi Arabia&#39;s ties with the U.S. are &#34;fraying,&#34; he said.</p><p>Swanston also said the production decision has implications for the future of OPEC+ oil policy, as well as the &#34;patience of members, particularly, the UAE.&#34;</p><p>The U.A.E. agreed to these voluntary output cuts, but it was reported last month that officials were growing impatient at the bearish OPEC+ stance and had discussed internally whether to leave the group, said Swanston.</p><p>The Wall Street Journal:Saudi Arabia and U.A.E. Clash Over Oil, Yemen as Rift Grows</p><p>The U.A.E. wants to &#34;increase oil output sooner rather than later as shown by its move to bring forward its oil production capacity target from 3.1 [million barrels per day] currently to 5 million bpd by 2027,&#34; instead of the year 2030, said Swanston.</p><p>He said the U.A.E. had twice previously threatened to leave OPEC+ and that there was speculation that the U.A.E. was strongly against the Saudi-led decision to cut OPEC+ oil output quotas by 2 million bpd in October.</p><p>&#34;If the OPEC+ strategy of lower oil production persists, then tensions could escalate, and the U.A.E. could ultimately opt to leave OPEC+,&#34; Swanston said.</p><h2>What do the cuts say about demand?</h2><p>The production cuts will take effect in May, which is &#34;right ahead of Memorial Day and the start of U.S. driving season,&#34; said Stacey Morris, head of energy research with VettaFi.</p><p>Given that, &#34;it could be another summer with painful prices at the [gasoline] pump,&#34; she said.</p><p>The average price for regular unleaded gasoline stood at $3.506 a gallon on Monday, up from $3.439 a week ago, but down from $4.192 a year ago, according to AAA</p><p>Still, some traders may interpret the OPEC+ cut as a sign of weaker than expected demand for physical markets, given that OPEC+ possesses “some of the best information available in regards to the global physical oil markets,” said Rob Thummel, portfolio manager at Tortoise.</p><p style=\"text-align: start;\">However, “ we still expect global oil demand to accelerate throughout 2023, reaching a record high in the second half the year,” he said.</p><p style=\"text-align: start;\">Global oil inventories are below normal and will likely “remain below normal as higher demand and less supply deplete inventories throughout the year,” Thummel said, noting that Tortoise expects oil prices to be range bound between $85 and $95 for the year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UCO":"二倍做多彭博原油ETF","BK4570":"地缘局势概念股","XLE":"SPDR能源指数ETF","USO":"美国原油ETF","BK4585":"ETF&股票定投概念","SCO":"二倍做空彭博原油指数ETF","BK4588":"碎股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324816815","content_text":"The Organization of the Petroleum Exporting Countries and its allies said they decided Sunday to cut production in an effort to support oil-market stability, but that offers little comfort to consumers worried about inflation and an expected spike in fuel demand during the coming summer driving season.MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTOThe surprise output reduction by the group known as OPEC+ starting in May also comes at a particularly vulnerable time for the U.S., which may not be able to quickly increase its own production.\"The nature and timing of the decision are shocking, since prices have been only moderate pressured from the banking mini-crisis and the market is expected to tighten later this year,\" said Michael Lynch, president of Strategic Energy & Economic Research.\"OPEC+, and especially the Saudis, seem to be signaling a strong desire to punish short sellers and pre-empt possible demand weakness,\" he told MarketWatch. Also, \"the impact on inflation...could mean an anemic summer driving season.\"What happened?OPEC and its allies, a group known as OPEC+, announced voluntary production \"adjustments\" on Sunday that will take effect starting in May and run through to the end of the year.The move was unusual, as there was no indication that any change to production would be made and OPEC+ ministers weren't scheduled to officially hold an output decision-making meeting until June 4.The OPEC+ Joint Ministerial Monitoring Committee, however, did hold a meeting on Monday, as it does every two months. The committee has no ability to make decisions on production, but has the authority to request an OPEC and non-OPEC ministerial meeting at any time to address market developments.The JMMC had been expected to discuss a number of oil-market issues, and confirm that previously announced cuts of 2 million barrels a day would remain in effect. The committee on Monday indeed reaffirmed its commitment to that previous agreement, but also pointed out Sunday's announcement.\"Unlike cuts in the past that were more 'paper cuts' to quotas with many countries already producing below quota, these are real voluntary cuts from countries producing at or above quotas,\" said Rebecca Babin, senior energy trader at CIBC Private Wealth U.S., in emailed commentary. That means this will be \"far more impactful than the 2 million barrels cut\" announced in October 2022.Saudi Arabia will take on the biggest reduction, cutting oil output by 500,000 barrels a day. Other barrel-per-day cuts include Iraq with 211,000, United Arab Emirates 144,000, Kuwait 128,000, Kazakhstan 78,000, Algeria 48,000, Oman 40,000 and Gabon 8,000. Those total 1.157 million barrels a day.The cuts, however, are in addition to the previous OPEC+ production cuts of 2 million barrels a day, as well as the extension of Russia's reduction of 500,000 barrels a day in retaliation to western oil-price caps and sanctions. That brings the total output reductions to 3.657 million barrels a day.What prompted the cut?Saudi Arabia's Ministry of Energy on Sunday, as well as the JMMC in a statement Monday, said that the cuts are a \"precautionary measure aimed at supporting the stability of the oil market.\"Some news reports and analysts have speculated that Saudi Arabia, a member of OPEC and among the world's top oil producers, and other major oil producers made the surprise move to cut output because of recent comments made by U.S. Energy Secretary Jennifer Granholm.On March 23, Granholm said that it may take years for the U.S. to refill its Strategic Petroleum Reserve. She appeared to walk back those comments on March 28, with Reuters reporting that she said the U.S. could start buying back crude oil for the SPR late this year.The Biden administration last year announced the emergency sale of 180 million barrels of SPR crude to help lower gasoline prices, and has said it would refill the reserve when oil prices fell to around $70 a barrel.U.S. benchmark West Texas Intermediate crude oil fell below $70 a barrel to their lowest level in 15 months on March 21.Why was the market so surprised?The OPEC+ decision took the financial market by surprise.\"If fully delivered, the announced cut would further tighten an already fundamentally tight oil market, driving the Brent benchmark towards $100 per barrel sooner than previously expected, and would push the price to around $110 per barrel this summer,\" said Jorge Leon, senior vice president at Rystad Energy.Before the new OPEC+ cuts, Rystad Energy was anticipating the crude-oil market to be in a supply deficit to the \"tune of 1.4 million\" barrels a day between May and August, he said in emailed commentary. The voluntary cuts will put \"upside pressure on prices from a fundamentals perspective, offering support of around $10 per barrel.\"On Monday, the front-month May WTI oil futures contract climbed 6.4% to trade above $80.50 a barrel ahead of the closing bell on the New York Mercantile Exchange. Global benchmark June Brent oil rose $4.75, or 6.3%, to close at $80.42 a barrel on ICE Futures Europe.\"Positioning in crude is extremely light after the recent financial market driven weakness,\" said Babin. Last week's rally was driven primarily by short covering and modest re-engagement from long buyers,\" she said, adding that the long position, or bets that oil will rise in value, is \"very modest, with the managed money long-short ratio at 2.5, the lowest since December 2022.\"Large short positions held by speculative traders can make for more explosive rallies as \"weak-handed\" players are forced to buy futures to close out losing trades.Craig Golinowski, managing partner at Carbon Infrastructure Partners, also pointed out to MarketWatch that paper market for oil is \"very thin.\" Fewer participants and financial flows have created downside pressure on oil, he said, so OPEC is \"physically managing production to maintain a tight market to ensure investment into production remains stable, regardless of the paper market for oil.\"The energy market saw broad gains, with company shares and exchange-traded funds, including the Energy Select Sector SPDR Fund (XLE), rallying in the wake of the OPEC+ news.St. Louis Federal Reserve President James Bullard on Monday said the spike in oil prices after the OPEC+ cut announcement may make the central bank's inflation-fighting job \"a little more difficult,\" though it is too soon to know for sure.The latest spike in oil prices may \"play a hand in what the Fed does next regarding its fight against inflation,\" particularly if the latest jump in oil is sustained as oil at the current level \"won't be doing the inflation rate any favors,\" said Tim Waterer, chief market analyst at Kohle Capital Markets.Will OPEC+ lose market share?In the past, OPEC+ has been concerned about the loss of oil-market share when it decides to make production cuts.This time, however, there is \"limited threat to market share,\" said CIBC Private Wealth's Babin.Previously, when OPEC+ cut production, they would lose market share to U.S. shale oil producers, she said. \"However, \"U.S. shale producers have entered a period where growth is limited due to financial discipline.\"Recent developments in regional banks has \"likely lowered shale producers' ability to quickly get capital to increase production,\" said Babin.Total U.S. petroleum production stood at 12.2 million barrels a day as of the week ended March 24, down 100,000 barrels per day from a week earlier, according to data from the Energy Information Administration.OPEC would usually \"hesitate to reduce barrels, with fears of ceding market share to U.S. shale, but the slowing of U.S. production and their dedication to a disciplined approach has alleviated the Saudi's fear of rapid U.S. growth,\" said Alex Hodes, energy analyst at StoneX.What are the geopolitical implications?Meanwhile, James Swanston, Middle East and North Africa economist at Capital Economics, in a note said the OPEC+ move was likely motivated by geopolitics and Saudi Arabia's \"shift away from the West.\"Saudi Arabia's ties with the U.S. are \"fraying,\" he said.Swanston also said the production decision has implications for the future of OPEC+ oil policy, as well as the \"patience of members, particularly, the UAE.\"The U.A.E. agreed to these voluntary output cuts, but it was reported last month that officials were growing impatient at the bearish OPEC+ stance and had discussed internally whether to leave the group, said Swanston.The Wall Street Journal:Saudi Arabia and U.A.E. Clash Over Oil, Yemen as Rift GrowsThe U.A.E. wants to \"increase oil output sooner rather than later as shown by its move to bring forward its oil production capacity target from 3.1 [million barrels per day] currently to 5 million bpd by 2027,\" instead of the year 2030, said Swanston.He said the U.A.E. had twice previously threatened to leave OPEC+ and that there was speculation that the U.A.E. was strongly against the Saudi-led decision to cut OPEC+ oil output quotas by 2 million bpd in October.\"If the OPEC+ strategy of lower oil production persists, then tensions could escalate, and the U.A.E. could ultimately opt to leave OPEC+,\" Swanston said.What do the cuts say about demand?The production cuts will take effect in May, which is \"right ahead of Memorial Day and the start of U.S. driving season,\" said Stacey Morris, head of energy research with VettaFi.Given that, \"it could be another summer with painful prices at the [gasoline] pump,\" she said.The average price for regular unleaded gasoline stood at $3.506 a gallon on Monday, up from $3.439 a week ago, but down from $4.192 a year ago, according to AAAStill, some traders may interpret the OPEC+ cut as a sign of weaker than expected demand for physical markets, given that OPEC+ possesses “some of the best information available in regards to the global physical oil markets,” said Rob Thummel, portfolio manager at Tortoise.However, “ we still expect global oil demand to accelerate throughout 2023, reaching a record high in the second half the year,” he said.Global oil inventories are below normal and will likely “remain below normal as higher demand and less supply deplete inventories throughout the year,” Thummel said, noting that Tortoise expects oil prices to be range bound between $85 and $95 for the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943432688,"gmtCreate":1679619533745,"gmtModify":1679620807969,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943432688","repostId":"1155744255","repostType":4,"repost":{"id":"1155744255","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1679618495,"share":"https://ttm.financial/m/news/1155744255?lang=&edition=fundamental","pubTime":"2023-03-24 08:41","market":"sg","language":"en","title":"Singapore Stocks to Watch: Sats, Mapletree Pan Asia Commercial Trust, City Developments","url":"https://stock-news.laohu8.com/highlight/detail?id=1155744255","media":"Tiger Newspress","summary":"The following companies saw new developments that may affect the trading of their securities on Frid","content":"<html><head></head><body><p>The following companies saw new developments that may affect the trading of their securities on Friday (Mar 24):</p><p>Shareholders making up 90.4 percent of Sats shares have made valid applications for new shares it will be issuing, announced the inflight caterer and ground handler in a bourse filing on Thursday (Mar 23). The issuer will allocate these rights shares, amounting to 328.1 million, in full to those whose applications have been accepted.</p><p>The manager of Mapletree Pan Asia Commercial Trust(MPACT) said that the real estate investment trust (Reit) will be issuing S$150 million of senior green notes priced at a fixed rate of 4.25 percent annually.</p><p>Singapore’s City Developments Limited (CDL) has agreed to buy a five-star hotel in northeastern Australia from Brookfield Asset Management for A$177.7m (€109m). The acquisition of the 30-storey Sofitel Brisbane asset, located in Brisbane was made through CDL’s hotel subsidiary, Millennium &amp; Copthorne Hotels, in a 50-50 joint venture with its New Zealand-listed subsidiary, Millennium &amp; Copthorne Hotels New Zealand.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to Watch: Sats, Mapletree Pan Asia Commercial Trust, City Developments</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\">\nSingapore Stocks to Watch: Sats, Mapletree Pan Asia Commercial Trust, City Developments\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-03-24 08:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The following companies saw new developments that may affect the trading of their securities on Friday (Mar 24):</p><p>Shareholders making up 90.4 percent of Sats shares have made valid applications for new shares it will be issuing, announced the inflight caterer and ground handler in a bourse filing on Thursday (Mar 23). The issuer will allocate these rights shares, amounting to 328.1 million, in full to those whose applications have been accepted.</p><p>The manager of Mapletree Pan Asia Commercial Trust(MPACT) said that the real estate investment trust (Reit) will be issuing S$150 million of senior green notes priced at a fixed rate of 4.25 percent annually.</p><p>Singapore’s City Developments Limited (CDL) has agreed to buy a five-star hotel in northeastern Australia from Brookfield Asset Management for A$177.7m (€109m). The acquisition of the 30-storey Sofitel Brisbane asset, located in Brisbane was made through CDL’s hotel subsidiary, Millennium &amp; Copthorne Hotels, in a 50-50 joint venture with its New Zealand-listed subsidiary, Millennium &amp; Copthorne Hotels New Zealand.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C09.SI":"城市发展","S58.SI":"新翔集团有限公司","N2IU.SI":"丰树商业信托"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155744255","content_text":"The following companies saw new developments that may affect the trading of their securities on Friday (Mar 24):Shareholders making up 90.4 percent of Sats shares have made valid applications for new shares it will be issuing, announced the inflight caterer and ground handler in a bourse filing on Thursday (Mar 23). The issuer will allocate these rights shares, amounting to 328.1 million, in full to those whose applications have been accepted.The manager of Mapletree Pan Asia Commercial Trust(MPACT) said that the real estate investment trust (Reit) will be issuing S$150 million of senior green notes priced at a fixed rate of 4.25 percent annually.Singapore’s City Developments Limited (CDL) has agreed to buy a five-star hotel in northeastern Australia from Brookfield Asset Management for A$177.7m (€109m). The acquisition of the 30-storey Sofitel Brisbane asset, located in Brisbane was made through CDL’s hotel subsidiary, Millennium & Copthorne Hotels, in a 50-50 joint venture with its New Zealand-listed subsidiary, Millennium & Copthorne Hotels New Zealand.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256780933218504,"gmtCreate":1703724652181,"gmtModify":1703724656494,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Frustrating","listText":"Frustrating","text":"Frustrating","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256780933218504","isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942075088,"gmtCreate":1681093014444,"gmtModify":1681093019038,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Good for Tesla.","listText":"Good for Tesla.","text":"Good for Tesla.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942075088","repostId":"2326356576","repostType":4,"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256497478549504,"gmtCreate":1703640712858,"gmtModify":1703763611810,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256497478549504","isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256497406812160,"gmtCreate":1703640695344,"gmtModify":1703763611825,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256497406812160","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945882333,"gmtCreate":1681429128923,"gmtModify":1681429132378,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Thanks.","listText":"Thanks.","text":"Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945882333","repostId":"651931763","repostType":1,"repost":{"id":651931763,"gmtCreate":1681394712753,"gmtModify":1681396034449,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532831849818465","authorIdStr":"3532831849818465"},"themes":[],"title":"MLOps概念研究！","htmlText":"繼隔夜美國公佈了3月份的CPI數據之後《0412：通脹數據降低加息預期，去美元化道阻且長！》，今夜北美盤，美國公佈了3月份的PPI數據。4月13日，美國勞工部發布的數據顯示，美國3月PPI同比2.7%，不僅顯著低於預期的3%，較前值4.6%也大幅下降，併爲連續第九個月放緩。圖片剔除食品、能源和貿易後，美國3月核心PPI同比3.4%，持平預期3.4%，但遠低於前值的4.4%，環比增速-0.1%，低於預期的0.2%和前值0%。數據公佈後，推動美股期貨短線上漲，美元指數則下探觸及100.95的時段新低，金銀則順勢刷出新高。此外，隔夜公佈的3月份美聯儲會議紀要顯示，FOMC曾考慮過3月份暫停加息，也有一些與會者考慮加息50個基點，最終選擇了25個基點的加息幅度。3月份的銀行業危機迫使FOMC的官員們降低了利率路徑的預期，並且也首次公開承認，2023年美國經濟將會出現“輕度衰退”，並在隨後兩年出現復甦。近期全球很多國家的去美元化行動如火如荼，這樣的大背景，如果美國不提起大刀，就意味着美元指數會繼續跌跌不休，那麼金銀價格持續創新高的行情就會延續下去。背後的一些觀點，我今天在學員羣裏也解釋過了，這裏不再贅述。圖片圖片圖片那麼今夜，我們就聊一聊最近做的功課：MLOPS概念研究！MLOps即機器學習運維，是一種能夠幫助團隊更有效地開發、部署和維護機器學習模型的實踐。能夠進行模型全鏈路生命週期的管理，協調各個部分確保整個流程高效的運轉。圖片機構調查調查發現，只有53%的項目能夠從AI原型轉化爲生產。原因是模型全鏈路生命週期管理存在問題。而MLOps能夠通過改進數據管理、加強模型監控、提高模型部署效率和加強團隊協作等方式爲機器學習模型全生命週期建設標準化、自動化、可持續改進的過程管理體系，從而能夠有效緩解AI生產過程的各種管理問題，提升AI生產的轉化效率。因此，可以說MLOps是AI公司的“賣鏟","listText":"繼隔夜美國公佈了3月份的CPI數據之後《0412：通脹數據降低加息預期，去美元化道阻且長！》，今夜北美盤，美國公佈了3月份的PPI數據。4月13日，美國勞工部發布的數據顯示，美國3月PPI同比2.7%，不僅顯著低於預期的3%，較前值4.6%也大幅下降，併爲連續第九個月放緩。圖片剔除食品、能源和貿易後，美國3月核心PPI同比3.4%，持平預期3.4%，但遠低於前值的4.4%，環比增速-0.1%，低於預期的0.2%和前值0%。數據公佈後，推動美股期貨短線上漲，美元指數則下探觸及100.95的時段新低，金銀則順勢刷出新高。此外，隔夜公佈的3月份美聯儲會議紀要顯示，FOMC曾考慮過3月份暫停加息，也有一些與會者考慮加息50個基點，最終選擇了25個基點的加息幅度。3月份的銀行業危機迫使FOMC的官員們降低了利率路徑的預期，並且也首次公開承認，2023年美國經濟將會出現“輕度衰退”，並在隨後兩年出現復甦。近期全球很多國家的去美元化行動如火如荼，這樣的大背景，如果美國不提起大刀，就意味着美元指數會繼續跌跌不休，那麼金銀價格持續創新高的行情就會延續下去。背後的一些觀點，我今天在學員羣裏也解釋過了，這裏不再贅述。圖片圖片圖片那麼今夜，我們就聊一聊最近做的功課：MLOPS概念研究！MLOps即機器學習運維，是一種能夠幫助團隊更有效地開發、部署和維護機器學習模型的實踐。能夠進行模型全鏈路生命週期的管理，協調各個部分確保整個流程高效的運轉。圖片機構調查調查發現，只有53%的項目能夠從AI原型轉化爲生產。原因是模型全鏈路生命週期管理存在問題。而MLOps能夠通過改進數據管理、加強模型監控、提高模型部署效率和加強團隊協作等方式爲機器學習模型全生命週期建設標準化、自動化、可持續改進的過程管理體系，從而能夠有效緩解AI生產過程的各種管理問題，提升AI生產的轉化效率。因此，可以說MLOps是AI公司的“賣鏟","text":"繼隔夜美國公佈了3月份的CPI數據之後《0412：通脹數據降低加息預期，去美元化道阻且長！》，今夜北美盤，美國公佈了3月份的PPI數據。4月13日，美國勞工部發布的數據顯示，美國3月PPI同比2.7%，不僅顯著低於預期的3%，較前值4.6%也大幅下降，併爲連續第九個月放緩。圖片剔除食品、能源和貿易後，美國3月核心PPI同比3.4%，持平預期3.4%，但遠低於前值的4.4%，環比增速-0.1%，低於預期的0.2%和前值0%。數據公佈後，推動美股期貨短線上漲，美元指數則下探觸及100.95的時段新低，金銀則順勢刷出新高。此外，隔夜公佈的3月份美聯儲會議紀要顯示，FOMC曾考慮過3月份暫停加息，也有一些與會者考慮加息50個基點，最終選擇了25個基點的加息幅度。3月份的銀行業危機迫使FOMC的官員們降低了利率路徑的預期，並且也首次公開承認，2023年美國經濟將會出現“輕度衰退”，並在隨後兩年出現復甦。近期全球很多國家的去美元化行動如火如荼，這樣的大背景，如果美國不提起大刀，就意味着美元指數會繼續跌跌不休，那麼金銀價格持續創新高的行情就會延續下去。背後的一些觀點，我今天在學員羣裏也解釋過了，這裏不再贅述。圖片圖片圖片那麼今夜，我們就聊一聊最近做的功課：MLOPS概念研究！MLOps即機器學習運維，是一種能夠幫助團隊更有效地開發、部署和維護機器學習模型的實踐。能夠進行模型全鏈路生命週期的管理，協調各個部分確保整個流程高效的運轉。圖片機構調查調查發現，只有53%的項目能夠從AI原型轉化爲生產。原因是模型全鏈路生命週期管理存在問題。而MLOps能夠通過改進數據管理、加強模型監控、提高模型部署效率和加強團隊協作等方式爲機器學習模型全生命週期建設標準化、自動化、可持續改進的過程管理體系，從而能夠有效緩解AI生產過程的各種管理問題，提升AI生產的轉化效率。因此，可以說MLOps是AI公司的“賣鏟","images":[{"img":"https://static.tigerbbs.com/22702b4a589a2813d6c8906fa9601c6e","width":"494","height":"781"},{"img":"https://static.tigerbbs.com/7b6d5314b4d4df5ec051cd22a35ea9d7","width":"554","height":"310"},{"img":"https://static.tigerbbs.com/3cc843d04ee3831821b322d8173461aa","width":"553","height":"218"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/651931763","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942071674,"gmtCreate":1681092341599,"gmtModify":1681092343571,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942071674","repostId":"2326659985","repostType":2,"repost":{"id":"2326659985","pubTimestamp":1681091927,"share":"https://ttm.financial/m/news/2326659985?lang=&edition=fundamental","pubTime":"2023-04-10 09:58","market":"us","language":"zh","title":"台积电赴这个国家建厂，差不多定了","url":"https://stock-news.laohu8.com/highlight/detail?id=2326659985","media":"半导体行业观察","summary":"对于赴德设厂，台积电表示还在评估中，尚未定案。外电先前曾披露，台积电已与德国萨克森邦相关单位磋商德累斯顿设厂计划，并已进入最后阶段，主要聚焦于官方补贴。不具名的台积电供应链高层透露，根据业界消息，目前已有多家协力厂接获通知，要求提供出货至德国的初步报价内容。台积电供应链指出，之前台积电要前进美国设厂，也有先征询产品报价。另外，台积电无论是前进美国或欧洲设置新厂，同样都会面临人才议题。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20230410100003228v1979nmj157w8wm\"/><p>来源：内容由半导体行业观察（ID：icbank）综合自经济日报，谢谢。</p><p><a href=\"https://laohu8.com/S/TSM\">台积电</a>供应链透露，近期陆续接获台积电要求提供设备、耗材、厂务设施等<span>出货</span>至德国的初步报价内容。台积电赴美设立亚利桑那州新厂前夕，也曾对供应商提出类似要求，之后便宣布美国新厂计划，业界研判，这次要求协力厂提供赴德报价资讯，意味台积电德国设厂计划应已接近成熟阶段。</p><p>对于赴德设厂，台积电表示还在评估中，尚未定案。台积电将于下周四（20日）举行法说会，外界预期，除了公布首季财报、营运展望，海外设厂规画进度等，也会是法人关注的焦点之一。</p><p>外电先前曾披露，台积电已与德国萨克森邦相关单位磋商德累斯顿设厂计划，并已进入最后阶段，主要聚焦于官方补贴。不具名的台积电供应链高层透露，根据业界消息，目前已有多家协力厂接获通知，要求提供出货至德国的初步报价内容。</p><p>据悉，目前台积电部分供应商仍规划维持在原来厂区生产，再运送到台积电的海外厂区，主要考量欧美地区各种成本都较高，必须等客户在海外的订单量达一定经济规模时，才会考虑前往设厂，改在当地生产。</p><p>台积电供应链指出，之前台积电要前进美国设厂，也有先征询产品报价。目前的做法是，若出货到台积电位于台湾的各厂区，运费由供应商自行吸收，如果是出货到其海外厂区，则相关空运作业与费用由台积电负担。</p><p>另一家台积电协力厂私下透露，之前经验是，台积电出面询问到的运费水准，比供应商询价还低廉，所以考量成本效益后就还是交由台积电处理。</p><p>业界认为，台积电若能顺利前进德国设厂，对于当地政府与业界客户来说，应该是十足的好消息，不但确保所需的半导体产能可在地化生产，还能增加当地就业机会。然而，台积电也必须承担海外设厂高成本压力，以及欧洲人才寻觅不易与工会强势等问题。</p><p>就成本而言，一家有供应德国汽车业设备的台系业者分析，在德国建厂的成本估计应与美国不相上下，都属于“贵森森”的国家，该公司曾经交出一批急单设备予德国客户，光是包航空货运专机的运费成本，就高达数百万元起跳。</p><p>另外，台积电无论是前进美国或欧洲设置新厂，同样都会面临人才议题。就德国的劳动与工会环境来说，以台厂过往并购当地企业的经验分析，有成也有败。</p><p>业界分析，姑且先不论晶圆厂初期建厂成本，与员工薪资福利水准，工作模式能否在当地顺利运行也是个问题。如台积电创办人张忠谋先前提到，在芯片业，要使昂贵的机台全年无休运作，不能随便停工，否则成本会很高。因此，台积电如果德国设厂，是否可招募到人才愿意像台籍员工一样当俗称的“轮班星人”，接受生产线需24小时有人员轮值，是一项考验。</p><p>目前所知，台积电若要在德国设厂，将会是建立专注于车用技术的特殊制程晶圆厂。先前业界传出相关设厂计划不一定能成局，主要是现在车用芯片产能供不应求的情况已明显缓解，台积电的车用客户可利用其既有厂区的产能。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20230410100005388v197qmc9y6yt0gc\"/><p>*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。</p><p><strong>今天是《半导体行业观察》为您分享的第3367内容，欢迎关注。</strong></p><p>推荐阅读</p><p>★越来越重要的SerDes</p><p>★射频芯片，不香了？</p><p>★巨头造芯，走向台前</p><p>半导体行业观察</p><img src=\"\"/><p>‘<strong>半导体第一垂直媒体</strong>’</p><p><strong>实时 专业 原创 深度</strong></p><p><strong>识别二维码</strong>，回复下方关键词，阅读更多</p><p>晶圆｜集成电路｜设备｜汽车芯片｜存储｜台积电｜AI｜封装</p><p>回复<strong>投稿</strong>，看《如何成为“半导体行业观察”的一员 》</p><p>回复<strong>搜索</strong>，还能轻松找到其他你感兴趣的文章！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20230410100012767v197f92k24axsiy\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电赴这个国家建厂，差不多定了</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; 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电赴这个国家建厂，差不多定了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 09:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304101000148277fe81&s=b><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：内容由半导体行业观察（ID：icbank）综合自经济日报，谢谢。台积电供应链透露，近期陆续接获台积电要求提供设备、耗材、厂务设施等出货至德国的初步报价内容。台积电赴美设立亚利桑那州新厂前夕，也曾对供应商提出类似要求，之后便宣布美国新厂计划，业界研判，这次要求协力厂提供赴德报价资讯，意味台积电德国设厂计划应已接近成熟阶段。对于赴德设厂，台积电表示还在评估中，尚未定案。台积电将于下周四（20日）...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304101000148277fe81&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BK4532":"文艺复兴科技持仓","03145":"华夏亚洲高息股","TSM":"台积电","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","BK4527":"明星科技股","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4526":"热门中概股","BK4503":"景林资产持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304101000148277fe81&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2326659985","content_text":"来源：内容由半导体行业观察（ID：icbank）综合自经济日报，谢谢。台积电供应链透露，近期陆续接获台积电要求提供设备、耗材、厂务设施等出货至德国的初步报价内容。台积电赴美设立亚利桑那州新厂前夕，也曾对供应商提出类似要求，之后便宣布美国新厂计划，业界研判，这次要求协力厂提供赴德报价资讯，意味台积电德国设厂计划应已接近成熟阶段。对于赴德设厂，台积电表示还在评估中，尚未定案。台积电将于下周四（20日）举行法说会，外界预期，除了公布首季财报、营运展望，海外设厂规画进度等，也会是法人关注的焦点之一。外电先前曾披露，台积电已与德国萨克森邦相关单位磋商德累斯顿设厂计划，并已进入最后阶段，主要聚焦于官方补贴。不具名的台积电供应链高层透露，根据业界消息，目前已有多家协力厂接获通知，要求提供出货至德国的初步报价内容。据悉，目前台积电部分供应商仍规划维持在原来厂区生产，再运送到台积电的海外厂区，主要考量欧美地区各种成本都较高，必须等客户在海外的订单量达一定经济规模时，才会考虑前往设厂，改在当地生产。台积电供应链指出，之前台积电要前进美国设厂，也有先征询产品报价。目前的做法是，若出货到台积电位于台湾的各厂区，运费由供应商自行吸收，如果是出货到其海外厂区，则相关空运作业与费用由台积电负担。另一家台积电协力厂私下透露，之前经验是，台积电出面询问到的运费水准，比供应商询价还低廉，所以考量成本效益后就还是交由台积电处理。业界认为，台积电若能顺利前进德国设厂，对于当地政府与业界客户来说，应该是十足的好消息，不但确保所需的半导体产能可在地化生产，还能增加当地就业机会。然而，台积电也必须承担海外设厂高成本压力，以及欧洲人才寻觅不易与工会强势等问题。就成本而言，一家有供应德国汽车业设备的台系业者分析，在德国建厂的成本估计应与美国不相上下，都属于“贵森森”的国家，该公司曾经交出一批急单设备予德国客户，光是包航空货运专机的运费成本，就高达数百万元起跳。另外，台积电无论是前进美国或欧洲设置新厂，同样都会面临人才议题。就德国的劳动与工会环境来说，以台厂过往并购当地企业的经验分析，有成也有败。业界分析，姑且先不论晶圆厂初期建厂成本，与员工薪资福利水准，工作模式能否在当地顺利运行也是个问题。如台积电创办人张忠谋先前提到，在芯片业，要使昂贵的机台全年无休运作，不能随便停工，否则成本会很高。因此，台积电如果德国设厂，是否可招募到人才愿意像台籍员工一样当俗称的“轮班星人”，接受生产线需24小时有人员轮值，是一项考验。目前所知，台积电若要在德国设厂，将会是建立专注于车用技术的特殊制程晶圆厂。先前业界传出相关设厂计划不一定能成局，主要是现在车用芯片产能供不应求的情况已明显缓解，台积电的车用客户可利用其既有厂区的产能。*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。今天是《半导体行业观察》为您分享的第3367内容，欢迎关注。推荐阅读★越来越重要的SerDes★射频芯片，不香了？★巨头造芯，走向台前半导体行业观察‘半导体第一垂直媒体’实时 专业 原创 深度识别二维码，回复下方关键词，阅读更多晶圆｜集成电路｜设备｜汽车芯片｜存储｜台积电｜AI｜封装回复投稿，看《如何成为“半导体行业观察”的一员 》回复搜索，还能轻松找到其他你感兴趣的文章！","news_type":1},"isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942071326,"gmtCreate":1681092319166,"gmtModify":1681092322588,"author":{"id":"4087878176230390","authorId":"4087878176230390","name":"Tangan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087878176230390","authorIdStr":"4087878176230390"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942071326","repostId":"2326659677","repostType":2,"repost":{"id":"2326659677","pubTimestamp":1681091940,"share":"https://ttm.financial/m/news/2326659677?lang=&edition=fundamental","pubTime":"2023-04-10 09:59","market":"us","language":"zh","title":"特斯拉将在沪新建储能超级工厂 概念股早盘大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2326659677","media":"市场资讯","summary":"　　4月10日消息，储能板块早盘持续活跃，截至发稿，易事特涨超10%，科泰电源、派能科技、协鑫能科、高澜股份、英杰电气、科士达、德方纳米等涨超5%。　　特斯拉在9日宣布，将在上海新建一座储能超级工厂。这将是特斯拉在美国本土以外的首个储能超级工厂项目，也是2019年1月上海超级工厂开工后，特斯拉又一次对中国进行超级工厂投资。特斯拉储能超级工厂项目计划于2023年第三季度开工，2024年第二季度投产。","content":"<html><body><div>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/n/cn/min/640x360xxfhd/sz300376.png\"/>\n</div>\n<div>\n<div>\n<span>热点栏目</span>\n<s></s>\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n</div>\n客户端\n</div>\n</div>\n<p>　　4月10日消息，储能板块早盘持续活跃，截至发稿，<span><a href=\"https://laohu8.com/S/300376\">易事特</a></span><span></span>涨超10%，<span><a href=\"https://laohu8.com/S/300153\">科泰电源</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688063\">派能科技</a></span><span></span>、<span><a href=\"https://laohu8.com/S/002015\">协鑫能科</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300499\">高澜股份</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300820\">英杰电气</a></span><span></span>、<span><a href=\"https://laohu8.com/S/002518\">科士达</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300769\">德方纳米</a></span><span></span>等涨超5%。</p>\n<p><strong>　　消息面：</strong></p>\n<p>　　<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在9日宣布，将在上海新建一座储能超级工厂。这将是特斯拉在美国本土以外的首个储能超级工厂项目，也是2019年1月上海超级工厂开工后，特斯拉又一次对中国进行超级工厂投资。</p>\n<p>　　根据特斯拉的介绍，其储能超级工厂将规划生产特斯拉超大型商用储能电池（Megapack），初期规划年产商用储能电池可达1万台，储能规模近40GWh。特斯拉储能超级工厂项目计划于2023年第三季度开工，2024年第二季度投产。特斯拉对《环球时报》记者表示，特斯拉上海储能超级工厂的产品将面向全球市场。</p>\n<p>　　特斯拉在不久前公布的“秘密宏图”第三篇章中，将目标设定为全面转向可持续能源，2050年前实现能源100%可持续，特斯拉储能超级工厂项目也正是实现这一目标的重要举措之一。目前，特斯拉Megapack电池已经在美国、英国、澳大利亚等国投入应用。</p>\n<div>\n<span>炒股开户享福利，送投顾服务60天体验权，一对一指导服务！</span>\n<img src=\"\"/>\n</div>\n<div>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王涵 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉将在沪新建储能超级工厂 概念股早盘大涨</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; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉将在沪新建储能超级工厂 概念股早盘大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 09:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/gujiayidong/2023-04-10/doc-imypwefr1594139.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　4月10日消息，储能板块早盘持续活跃，截至发稿，易事特涨超10%，科泰电源、派能科技、协鑫能科、高澜股份、英杰电气、科士达、德方纳米等涨超5%。\n　　消息面：\n　　特斯拉在9日宣布，将在上海新建一座储能超级工厂。这将是特斯拉在美国本土以外的首个储能超级工厂项目，也是2019年1月上海超级工厂开工后，特斯拉又一次对中国进行...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/gujiayidong/2023-04-10/doc-imypwefr1594139.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth 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SGD-H"},"source_url":"https://finance.sina.com.cn/stock/gujiayidong/2023-04-10/doc-imypwefr1594139.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2326659677","content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　4月10日消息，储能板块早盘持续活跃，截至发稿，易事特涨超10%，科泰电源、派能科技、协鑫能科、高澜股份、英杰电气、科士达、德方纳米等涨超5%。\n　　消息面：\n　　特斯拉在9日宣布，将在上海新建一座储能超级工厂。这将是特斯拉在美国本土以外的首个储能超级工厂项目，也是2019年1月上海超级工厂开工后，特斯拉又一次对中国进行超级工厂投资。\n　　根据特斯拉的介绍，其储能超级工厂将规划生产特斯拉超大型商用储能电池（Megapack），初期规划年产商用储能电池可达1万台，储能规模近40GWh。特斯拉储能超级工厂项目计划于2023年第三季度开工，2024年第二季度投产。特斯拉对《环球时报》记者表示，特斯拉上海储能超级工厂的产品将面向全球市场。\n　　特斯拉在不久前公布的“秘密宏图”第三篇章中，将目标设定为全面转向可持续能源，2050年前实现能源100%可持续，特斯拉储能超级工厂项目也正是实现这一目标的重要举措之一。目前，特斯拉Megapack电池已经在美国、英国、澳大利亚等国投入应用。\n\n炒股开户享福利，送投顾服务60天体验权，一对一指导服务！\n\n\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王涵","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}