龙腾虎跃168 personal page - To The Moon

龙腾虎跃168

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龙腾虎跃168

2021-09-15

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龙腾虎跃168

2021-09-02

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Last night and this morning: The Nasdaq broke its previous high again! OPEC + Maintains Existing Production Increase Route

龙腾虎跃168

2021-08-31

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Last night and this morning: Na Index Pu hit a new high! Apple's market capitalization exceeds $2.5 trillion

龙腾虎跃168

2021-08-29

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Why does TSMC become the king of Asian stocks?

龙腾虎跃168

2021-08-28

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Last Night This Morning: Powell's dovish Taper signal supports U.S. stock rally

龙腾虎跃168

2021-08-26

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BofA raises Pinduoduo price target to $148, bullish on its long-term earnings outlook

龙腾虎跃168

2021-08-17

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Taper schedule coming? UBS: Most likely to start in December

龙腾虎跃168

2021-08-13

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龙腾虎跃168

2021-08-09

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Tencent Microvision is about to drastically reduce staff, and a large number of external investments have stopped

Go to Tiger App to see more news

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07:38","market":"us","language":"zh","title":"Last night and this morning: The Nasdaq broke its previous high again! OPEC + Maintains Existing Production Increase Route","url":"https://stock-news.laohu8.com/highlight/detail?id=1160686189","media":"老虎资讯综合","summary":"摘要：就业复苏遭遇挫折，美股涨跌互现纳指再破前高；中概股延续大幅反弹走势；OPEC+宣布继续按计划增产40万桶/日；特斯拉再撞警车，美监管部门发函质询>>>\n\n海外市场\n美股收盘：ADP数据欠佳激发防","content":"<p><b>Abstract:</b>Employment recovery suffered setbacks, and U.S. stocks were mixed, and the Nasdaq broke the previous high again; Chinese stocks continued their sharp rebound trend; OPEC + announced that it would continue to increase production by 400,000 barrels per day as planned; Tesla crashes into police car again, US regulatory authorities send letter questioning>>><b>Overseas markets</b></p><p><b>US Stocks Close: Poor ADP Data Stimulates Defensive Sentiment, Nasdaq Hits Another All-Time High</b></p><p>On the first trading day of September, tech giants pushed the Nasdaq to new highs amid worse-than-expected ADP data, with the S&P 500 edging up and the Dow, which is closer to the economic cycle, weakening slightly. By the close, the S&P 500 index rose 0.03% to 4524.09 points; The Nasdaq rose 0.33% to 15,309.38 points; The Dow fell 0.14% to 35,312.53.</p><p><b>China concept stocks continue their sharp rebound trend</b></p><p>Chinese stocks continued to rebound sharply on Wednesday,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Over 5%, Ctrip rose nearly 4%; In the Education Unit,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>And<a href=\"https://laohu8.com/S/ZME\">Leader Education</a>Closed up more than 9%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Up nearly 4%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>A slight uptick; Among e-commerce stocks,<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>rose by more than 8%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>rose by more than 6%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>rose by more than 3%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>rose by more than 2%; Game stocks performed mixed, rising more than 8% on Tuesday<a href=\"https://laohu8.com/S/NTES\">Netease</a>It turned down in the session, closing down more than 0.5%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>ADR closed up more than 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It rose more than 5%. And China's new car-making force that just announced the transcript of August delivery — —<a href=\"https://laohu8.com/S/NIO\">Nio</a>XPeng and<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Shares fell back and closed lower. In addition,<a href=\"https://laohu8.com/S/TUYA\">Tuya Intelligence</a>、<a href=\"https://laohu8.com/S/BEKE\">Shell</a>Looking for a house,<a href=\"https://laohu8.com/S/YMM\">Manbang</a>、<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Both reached double-digit gains,<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Up nearly 10%.</p><p><b>U.S. crude oil futures closed 0.1% higher</b></p><p>Crude oil futures closed slightly higher on Wednesday. Wednesday's meeting of the Organization of the Petroleum Exporting Countries and its allies (OPEC +) confirmed its previous plan to increase daily crude oil production by 400,000 barrels. West Texas Intermediate (WTI) futures for October delivery edged up 9 cents, or just over 0.1%, to close at $68.59 a barrel on the New York Mercantile Exchange.</p><p><b>Gold futures close down 0.1%</b></p><p>Gold futures closed lower on Wednesday. The weaker-than-expected US ADP private sector employment data released today only briefly boosted the rise in safe-haven metal prices. Investors expect Friday's non-farm payrolls report to provide clearer direction for gold. Gold futures for December delivery fell $2.10, or 0.1%, to close at $1,816 an ounce on the New York Mercantile Exchange.</p><p><b>European stocks close higher, basic resources stocks buck the market and fall</b></p><p>Investors digested higher-than-expected euro zone inflation data, with European stocks generally closing higher, with only Germany's DAX30 index closing lower. The pan-European Stoxx 600 index closed up 2.24 points, or 0.48%, at 473.12; Germany's DAX30 index closed down 10.80 points, or 0.07%, at 15,824.29 points;<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index closed up 30.14 points, or 0.42%, at 7149.84 points; France's CAC40 closed up 78.51 points, or 1.18%, at 6,758.69.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2164811757\" target=\"_blank\"><b>OPEC + decides to maintain timetable of 400,000 bpd production increase per month</b></a></p><p>After a brief video conference, OPEC + agreed to adhere to the existing monthly schedule of gradual production increases. Ministers agreed to continue the 400,000 bpd increase, representatives said. The video conference lasted less than an hour and was one of the shortest in recent memory, in stark contrast to the difficult negotiations in July.</p><p><b>ADP data comes out, U.S. companies add significantly fewer employees than expected</b></p><p>U.S. businesses added fewer new jobs than expected in August, reflecting stubborn hiring challenges and a slowing labor market recovery. U.S. corporate employment increased by 374,000 last month, according to data released Wednesday by ADP Research Institute, less than all economists surveyed by the media had estimated. July revised figures for an increase of 326,000.</p><p><b>US sets up $7.5 billion infrastructure plan to promote charging services for electric vehicles</b></p><p>According to a Reuters report, the Biden administration has laid out a $7.5 billion plan to prepare to roll out advanced electric vehicle charging infrastructure to underserved areas. Most private charging pile companies responded by saying that the government should accurately extend EV charging services to neglected communities and consider creating incentives for business owners or landlords who install related facilities.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/2164815506\" target=\"_blank\"><b>Pfizer's COVID-19 oral drug restarts mid-and late-stage trials for mild patients</b></a></p><p>International pharmaceutical giant Pfizer announced on Wednesday that the company's new crown oral drug PF-07321332 under development has launched another phase II/III trial, and the first enrolled patient started administration on the same day. A total of 1140 patients will be enrolled in this randomized double-blind trial, half of whom will take PF-07321332 along with the antiviral drug ritonavir for five consecutive days at 12-hour intervals. At the same time, Pfizer has also launched another mid-to-late-stage trial of PF-07321332/ritonavir, targeting adult patients with mild symptoms but at risk of worsening the course of the disease. Patients have been enrolled since July. The company expects that if progress goes well, it will apply for emergency use permit in the fourth quarter.</p><p><a href=\"https://laohu8.com/NW/1192059276\" target=\"_blank\"><b>Tesla Assisted Driving Crashes US Police Vehicle Again Regulation Issues Inquiry Letter</b></a></p><p>The National Highway Traffic Safety Administration (NHTSA) on Wednesday confirmed another incident of a Tesla vehicle using computer-assisted driving hitting a police car this past weekend, the twelfth similar incident in the country. The department announced on August 16 that it had launched a formal investigation into Tesla Autopilot over the previous eleven incidents. Following the latest accident, NHTSA issued a questioning letter to Tesla this Tuesday, asking very detailed questions about all aspects of Tesla's autonomous driving technology, including identification technology, customer complaints, and more. Regulations require Tesla to answer those questions within 120 days.</p><p><b>Key New Drugs Encounter FDA Strong Warning AbbVie's Market Value Evaporates More Than $10 Billion</b></p><p>On Wednesday local time, the US FDA added a warning of AbbVie's new arthritis drug Rinvoq, saying that this drug has the risk of increasing blood clots and death. Previously, this drug has received the FDA's strictest \"<a href=\"https://laohu8.com/S/BBOX\">Black box</a>Warning \". It is reported that Pfizer Xeljanz and<a href=\"https://laohu8.com/S/LLY\">Lilly</a>Olumiant will also carry a similar label. For AbbVie, Rinvoq was originally the revenue hope after the company's star drug adalimumab patent period ended. The company's intraday decline exceeded 10% on Wednesday, and finally closed down 7.05%.</p><p><a href=\"https://laohu8.com/NW/2164589056\" target=\"_blank\"><b>Amazon New CEO Launches Mass Hiring</b></a></p><p>Andy Jassy, who just succeeded Bezos as CEO of Amazon in July this year, said on Wednesday that Amazon's annual \"Workplace Day\" starting on September 15th this year will release 55,000 corporate and technical jobs. At present, Amazon employs 275,000 people worldwide in relevant positions. Unlike big job players such as retail logistics and warehousing, Amazon's recruiting focus this year includes engineering, research sciences and<a href=\"https://laohu8.com/S/300024\">Robot</a>。</p><p><b>Chip shortage tide continues: Ford cuts F-150 capacity again Tesla's new Roadster delivery date delayed again</b></p><p>On Wednesday local time, due to the chip shortage, Ford informed employees of the latest round of production cuts through an internal letter. Most of the scrutiny is that the Kansas assembly plant, which produces the F-150, will remain shut down until Sept. 6, following last week's shutdown. Other factories that make the F-150 have also cut their three-shift schedule to one shift. Production capacity of high-margin models such as Ford's Super Duty pickup, Conqueror and Navigator SUV also suffered. In addition to Ford, Tesla CEO Musk also said on Wednesday that the new Roadster will be delayed until 2023 again.</p><p><a href=\"https://laohu8.com/NW/2164119378\" target=\"_blank\"><b>Reports say the U.S. Department of Justice is close to completing preparations for the second Google antitrust case</b></a></p><p>After the bell on Wednesday, local media reported that the U.S. Justice Department is preparing a second antitrust lawsuit against Google's digital advertising business, which could be filed as soon as within the year. At present, the U.S. Department of Justice is going to court with Google over the antitrust issue of search business. Affected by this news, Google fell 0.40% after hours as of press time.</p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a>: 8 states in the United States support driver's license and ID entry in Apple Wallet</b></p><p>According to reports, Apple announced today that eight states in the United States will launch a feature that allows users to add their driver's license and state ID (ID card) to Apple Wallet for iPhone and Apple Watch users to use during airport security.</p><p><a href=\"https://laohu8.com/NW/2164581565\" target=\"_blank\"><b>Microsoft officially announced that it will hold a new product launch conference on September 22, EST</b></a></p><p>Microsoft announced on its official website that it will hold a new product launch conference at 11 a.m. Eastern Time on September 22nd. It is speculated from the preview map of official website that new Surface hardware products will be launched at this conference.</p><p><a href=\"https://laohu8.com/NW/1138162673\" target=\"_blank\"><b>C3.ai's first-quarter net loss of $37.459,000 turned to loss from year-on-year profit</b></a></p><p>According to the financial report, the revenue in the first quarter was $52.4 million, compared with the market expectation of $51.2 million; First-quarter net loss of $37.459 million, profit of $150,000 in the same period last year; Q1 loss of $0.37 per share.</p><p><a href=\"https://laohu8.com/NW/1100640756\" target=\"_blank\"><b>ChargePoint Q2 Revenue Beats Estimates, Raises Full-Year Guidance</b></a></p><p>According to the financial report, the revenue in the second quarter was USD 56 million, and the market expected USD 49 million; The net loss in the second quarter was US$92 million, compared with the market expectation of a net loss of US$45 million; Loss of $0.29 per share in the second quarter, compared to the market expectation of a loss of $0.15.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning: The Nasdaq broke its previous high again! OPEC + Maintains Existing Production Increase Route</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning: The Nasdaq broke its previous high again! OPEC + Maintains Existing Production Increase Route\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-02 07:38</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Abstract:</b>Employment recovery suffered setbacks, and U.S. stocks were mixed, and the Nasdaq broke the previous high again; Chinese stocks continued their sharp rebound trend; OPEC + announced that it would continue to increase production by 400,000 barrels per day as planned; Tesla crashes into police car again, US regulatory authorities send letter questioning>>><b>Overseas markets</b></p><p><b>US Stocks Close: Poor ADP Data Stimulates Defensive Sentiment, Nasdaq Hits Another All-Time High</b></p><p>On the first trading day of September, tech giants pushed the Nasdaq to new highs amid worse-than-expected ADP data, with the S&P 500 edging up and the Dow, which is closer to the economic cycle, weakening slightly. By the close, the S&P 500 index rose 0.03% to 4524.09 points; The Nasdaq rose 0.33% to 15,309.38 points; The Dow fell 0.14% to 35,312.53.</p><p><b>China concept stocks continue their sharp rebound trend</b></p><p>Chinese stocks continued to rebound sharply on Wednesday,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Over 5%, Ctrip rose nearly 4%; In the Education Unit,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>And<a href=\"https://laohu8.com/S/ZME\">Leader Education</a>Closed up more than 9%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Up nearly 4%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>A slight uptick; Among e-commerce stocks,<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>rose by more than 8%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>rose by more than 6%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>rose by more than 3%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>rose by more than 2%; Game stocks performed mixed, rising more than 8% on Tuesday<a href=\"https://laohu8.com/S/NTES\">Netease</a>It turned down in the session, closing down more than 0.5%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>ADR closed up more than 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It rose more than 5%. And China's new car-making force that just announced the transcript of August delivery — —<a href=\"https://laohu8.com/S/NIO\">Nio</a>XPeng and<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Shares fell back and closed lower. In addition,<a href=\"https://laohu8.com/S/TUYA\">Tuya Intelligence</a>、<a href=\"https://laohu8.com/S/BEKE\">Shell</a>Looking for a house,<a href=\"https://laohu8.com/S/YMM\">Manbang</a>、<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Both reached double-digit gains,<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Up nearly 10%.</p><p><b>U.S. crude oil futures closed 0.1% higher</b></p><p>Crude oil futures closed slightly higher on Wednesday. Wednesday's meeting of the Organization of the Petroleum Exporting Countries and its allies (OPEC +) confirmed its previous plan to increase daily crude oil production by 400,000 barrels. West Texas Intermediate (WTI) futures for October delivery edged up 9 cents, or just over 0.1%, to close at $68.59 a barrel on the New York Mercantile Exchange.</p><p><b>Gold futures close down 0.1%</b></p><p>Gold futures closed lower on Wednesday. The weaker-than-expected US ADP private sector employment data released today only briefly boosted the rise in safe-haven metal prices. Investors expect Friday's non-farm payrolls report to provide clearer direction for gold. Gold futures for December delivery fell $2.10, or 0.1%, to close at $1,816 an ounce on the New York Mercantile Exchange.</p><p><b>European stocks close higher, basic resources stocks buck the market and fall</b></p><p>Investors digested higher-than-expected euro zone inflation data, with European stocks generally closing higher, with only Germany's DAX30 index closing lower. The pan-European Stoxx 600 index closed up 2.24 points, or 0.48%, at 473.12; Germany's DAX30 index closed down 10.80 points, or 0.07%, at 15,824.29 points;<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index closed up 30.14 points, or 0.42%, at 7149.84 points; France's CAC40 closed up 78.51 points, or 1.18%, at 6,758.69.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2164811757\" target=\"_blank\"><b>OPEC + decides to maintain timetable of 400,000 bpd production increase per month</b></a></p><p>After a brief video conference, OPEC + agreed to adhere to the existing monthly schedule of gradual production increases. Ministers agreed to continue the 400,000 bpd increase, representatives said. The video conference lasted less than an hour and was one of the shortest in recent memory, in stark contrast to the difficult negotiations in July.</p><p><b>ADP data comes out, U.S. companies add significantly fewer employees than expected</b></p><p>U.S. businesses added fewer new jobs than expected in August, reflecting stubborn hiring challenges and a slowing labor market recovery. U.S. corporate employment increased by 374,000 last month, according to data released Wednesday by ADP Research Institute, less than all economists surveyed by the media had estimated. July revised figures for an increase of 326,000.</p><p><b>US sets up $7.5 billion infrastructure plan to promote charging services for electric vehicles</b></p><p>According to a Reuters report, the Biden administration has laid out a $7.5 billion plan to prepare to roll out advanced electric vehicle charging infrastructure to underserved areas. Most private charging pile companies responded by saying that the government should accurately extend EV charging services to neglected communities and consider creating incentives for business owners or landlords who install related facilities.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/2164815506\" target=\"_blank\"><b>Pfizer's COVID-19 oral drug restarts mid-and late-stage trials for mild patients</b></a></p><p>International pharmaceutical giant Pfizer announced on Wednesday that the company's new crown oral drug PF-07321332 under development has launched another phase II/III trial, and the first enrolled patient started administration on the same day. A total of 1140 patients will be enrolled in this randomized double-blind trial, half of whom will take PF-07321332 along with the antiviral drug ritonavir for five consecutive days at 12-hour intervals. At the same time, Pfizer has also launched another mid-to-late-stage trial of PF-07321332/ritonavir, targeting adult patients with mild symptoms but at risk of worsening the course of the disease. Patients have been enrolled since July. The company expects that if progress goes well, it will apply for emergency use permit in the fourth quarter.</p><p><a href=\"https://laohu8.com/NW/1192059276\" target=\"_blank\"><b>Tesla Assisted Driving Crashes US Police Vehicle Again Regulation Issues Inquiry Letter</b></a></p><p>The National Highway Traffic Safety Administration (NHTSA) on Wednesday confirmed another incident of a Tesla vehicle using computer-assisted driving hitting a police car this past weekend, the twelfth similar incident in the country. The department announced on August 16 that it had launched a formal investigation into Tesla Autopilot over the previous eleven incidents. Following the latest accident, NHTSA issued a questioning letter to Tesla this Tuesday, asking very detailed questions about all aspects of Tesla's autonomous driving technology, including identification technology, customer complaints, and more. Regulations require Tesla to answer those questions within 120 days.</p><p><b>Key New Drugs Encounter FDA Strong Warning AbbVie's Market Value Evaporates More Than $10 Billion</b></p><p>On Wednesday local time, the US FDA added a warning of AbbVie's new arthritis drug Rinvoq, saying that this drug has the risk of increasing blood clots and death. Previously, this drug has received the FDA's strictest \"<a href=\"https://laohu8.com/S/BBOX\">Black box</a>Warning \". It is reported that Pfizer Xeljanz and<a href=\"https://laohu8.com/S/LLY\">Lilly</a>Olumiant will also carry a similar label. For AbbVie, Rinvoq was originally the revenue hope after the company's star drug adalimumab patent period ended. The company's intraday decline exceeded 10% on Wednesday, and finally closed down 7.05%.</p><p><a href=\"https://laohu8.com/NW/2164589056\" target=\"_blank\"><b>Amazon New CEO Launches Mass Hiring</b></a></p><p>Andy Jassy, who just succeeded Bezos as CEO of Amazon in July this year, said on Wednesday that Amazon's annual \"Workplace Day\" starting on September 15th this year will release 55,000 corporate and technical jobs. At present, Amazon employs 275,000 people worldwide in relevant positions. Unlike big job players such as retail logistics and warehousing, Amazon's recruiting focus this year includes engineering, research sciences and<a href=\"https://laohu8.com/S/300024\">Robot</a>。</p><p><b>Chip shortage tide continues: Ford cuts F-150 capacity again Tesla's new Roadster delivery date delayed again</b></p><p>On Wednesday local time, due to the chip shortage, Ford informed employees of the latest round of production cuts through an internal letter. Most of the scrutiny is that the Kansas assembly plant, which produces the F-150, will remain shut down until Sept. 6, following last week's shutdown. Other factories that make the F-150 have also cut their three-shift schedule to one shift. Production capacity of high-margin models such as Ford's Super Duty pickup, Conqueror and Navigator SUV also suffered. In addition to Ford, Tesla CEO Musk also said on Wednesday that the new Roadster will be delayed until 2023 again.</p><p><a href=\"https://laohu8.com/NW/2164119378\" target=\"_blank\"><b>Reports say the U.S. Department of Justice is close to completing preparations for the second Google antitrust case</b></a></p><p>After the bell on Wednesday, local media reported that the U.S. Justice Department is preparing a second antitrust lawsuit against Google's digital advertising business, which could be filed as soon as within the year. At present, the U.S. Department of Justice is going to court with Google over the antitrust issue of search business. Affected by this news, Google fell 0.40% after hours as of press time.</p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a>: 8 states in the United States support driver's license and ID entry in Apple Wallet</b></p><p>According to reports, Apple announced today that eight states in the United States will launch a feature that allows users to add their driver's license and state ID (ID card) to Apple Wallet for iPhone and Apple Watch users to use during airport security.</p><p><a href=\"https://laohu8.com/NW/2164581565\" target=\"_blank\"><b>Microsoft officially announced that it will hold a new product launch conference on September 22, EST</b></a></p><p>Microsoft announced on its official website that it will hold a new product launch conference at 11 a.m. Eastern Time on September 22nd. It is speculated from the preview map of official website that new Surface hardware products will be launched at this conference.</p><p><a href=\"https://laohu8.com/NW/1138162673\" target=\"_blank\"><b>C3.ai's first-quarter net loss of $37.459,000 turned to loss from year-on-year profit</b></a></p><p>According to the financial report, the revenue in the first quarter was $52.4 million, compared with the market expectation of $51.2 million; First-quarter net loss of $37.459 million, profit of $150,000 in the same period last year; Q1 loss of $0.37 per share.</p><p><a href=\"https://laohu8.com/NW/1100640756\" target=\"_blank\"><b>ChargePoint Q2 Revenue Beats Estimates, Raises Full-Year Guidance</b></a></p><p>According to the financial report, the revenue in the second quarter was USD 56 million, and the market expected USD 49 million; The net loss in the second quarter was US$92 million, compared with the market expectation of a net loss of US$45 million; Loss of $0.29 per share in the second quarter, compared to the market expectation of a loss of $0.15.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160686189","content_text":"摘要：就业复苏遭遇挫折，美股涨跌互现纳指再破前高；中概股延续大幅反弹走势；OPEC+宣布继续按计划增产40万桶/日；特斯拉再撞警车，美监管部门发函质询>>>\n\n海外市场\n美股收盘：ADP数据欠佳激发防御情绪 纳指再创历史新高\n九月的第一个交易日，在ADP数据逊于预期的背景下科技巨头推动纳指再创新高，标普500指数微幅上涨，更贴近经济周期的道指小幅走弱。截至收盘，标普500指数涨0.03%，报4524.09点；纳斯达克指数涨0.33%，报15309.38点；道琼斯指数跌0.14%，报35312.53点。\n中概股延续大幅反弹走势\n中概股周三继续大幅反弹走势，百度涨超5%，携程涨近4%；教育股中，高途和掌门教育收涨逾9%，新东方涨近4%，好未来微涨；电商股中，唯品会涨超8%，拼多多涨超6%，阿里巴巴涨超3%，京东涨超2%；游戏股表现不一，周二涨超8%的网易盘中转跌，收跌逾0.5%，腾讯ADR收涨逾4%，哔哩哔哩涨超5%。而刚刚公布8月交付成绩单的中国造车新势力——蔚来、小鹏和理想汽车股价回落收跌。此外，涂鸦智能、贝壳找房、满帮、知乎均达到两位数涨幅，爱奇艺涨近10%。\n美国原油期货价格收高0.1%\n原油期货周三收盘小幅上涨。周三召开的石油输出国组织及其盟友（OPEC+）会议确认了其先前将每日原油产量增加40万桶的计划。纽约商品交易所10月交割的西德克萨斯中质原油（WTI）期货价格小幅上涨9美分，涨幅略高于0.1%，收于每桶68.59美元。\n黄金期货收跌0.1%\n黄金期货周三收低。今日公布的美国ADP私营部门就业数据弱于预期，仅短暂提振避险金属价格上涨。投资者期待周五公布的非农就业报告将为黄金提供更明确的方向指导。纽约商品交易所12月交割的黄金期货价格下跌2.10美元，跌幅0.1%，收于每盎司1816美元。\n欧股收高，基本资源类股逆市下跌\n投资者消化了高于预期的欧元区通胀数据，欧股普遍收高，仅德国DAX30指数收跌。泛欧斯托克600指数收盘上涨2.24点，涨幅0.48%，报473.12点；德国DAX30指数收盘下跌10.80点，跌幅0.07%，报15824.29点；英国富时100指数收盘上涨30.14点，涨幅0.42%，报7149.84点；法国CAC40指数收盘上涨78.51点，涨幅1.18%，报6758.69点。\n国际宏观\nOPEC+决定维持每月增产40万桶/日的时间表\n在短暂视频会议后，OPEC+同意遵守现有的每月逐步增产的时间表。代表们表示，部长们同意继续保持每月40万桶/日的增产幅度。此次视频会议持续了不到一个小时，是近期有记忆以来会程最短的会议之一，与7月份艰难的谈判形成鲜明对比 。\nADP数据出炉 美国企业新增员工大幅少于预期\n美国企业8月新增加的就业人数少于预期，反映出招聘挑战顽固且劳动力市场复苏放缓。ADP研究院周三发布的数据显示，美国企业就业人数上个月增加37.4万，低于所有接受媒体调查的经济学家预估。7月修订数据为增加32.6万人。\n美国制定75亿美元基础设施计划 以推广电动汽车的充电服务\n根据路透社报道，拜登政府制定了一项75亿美元的计划，准备将先进的电动汽车充电基础设施推广至服务不足的地区。大多数私营充电桩公司对此表示，政府应准确地将电动汽车充电服务扩展到被忽视的社区，并考虑为安装相关设施的企业主或房东创造激励措施。\n公司新闻\n辉瑞新冠口服药再度启动轻症患者中后期试验\n国际医药巨头辉瑞周三发布公告称，公司研发中的新冠口服药PF-07321332又启动了一项Ⅱ/Ⅲ期试验，第一名入组患者于当日开始给药。这项随机双盲试验总共将招募1140名患者，其中一半人将按照间隔12小时连续五天服用PF-07321332以及抗病毒药物利托那韦。与此同时，辉瑞还开展了另一项PF-07321332/利托那韦的中后期试验，针对的是轻症但处于病程恶化风险的成年患者，已经从7月开始入组患者。公司预期如果进展顺利，将在四季度申请紧急使用许可。\n特斯拉辅助驾驶再撞美国警车 监管下发问询函\n美国国家公路交通安全管理局（NHTSA）周三确认，在刚刚过去的周末又发生了一起使用计算机辅助驾驶的特斯拉汽车撞击警车的事件，这也是该国第十二起类似事件。该部门曾在8月16日宣布就此前十一起事件对特斯拉Autopilot启动正式调查。在最新事故发生后，NHTSA本周二向特斯拉签发了质询函，对特斯拉自动驾驶技术的方方面面提出了非常详尽的问题，包括识别技术、客户投诉等方面。监管要求特斯拉在120天内对这些问题进行回答。\n关键新药遭遇FDA严厉警告 艾伯维市值蒸发逾百亿美元\n当地时间周三，美国FDA新增了AbbVie旗下关节炎新药Rinvoq的警告，称这款药物存在提升血栓和死亡的风险，此前这款药物已经收到了FDA最严厉的“黑盒警告”。据悉，适应症相同的辉瑞Xeljanz和礼来Olumiant也会带有类似标签。对于艾伯维来说，Rinvoq原本是公司明星药阿达木单抗专利期结束后的营收希望。公司周三盘中跌幅一度超过10%，最终收跌7.05%。\n亚马逊新CEO启动大规模招聘\n今年七月刚刚接班贝索斯担任亚马逊CEO的安迪·贾西周三表示，亚马逊今年在9月15日开始的年度“职场日”将放出5.5万个企业和技术岗位，在相关位置上目前亚马逊在全球雇佣了27.5万人。与零售物流和仓储等就业大户不同，亚马逊今年招募的重点包括工程、研究科学和机器人。\n芯片短缺潮延续：福特再度削减F-150产能 特斯拉新Roadster交付日期再度延迟\n当地时间周三，受到芯片短缺影响，福特公司通过内部信向员工告知了最新一轮减产的安排。最受关注的是，生产F-150的堪萨斯装配厂继上周停工后，将继续停工至9月6日。其他生产F-150的工厂也将三班倒的安排削减至一个班次。福特Super Duty皮卡、征服者和领航员SUV等高利润车型的产能也遭遇影响。除了福特以外，特斯拉CEO马斯克也在周三表示，新款Roadster将再度延后至2023年发货。\n报道称美国司法部接近完成第二桩谷歌反垄断案起诉准备工作\n周三盘后，当地媒体报道称美国司法部正在准备第二桩针对谷歌数字广告业务的反垄断诉讼，最快可能在年内提起诉讼。目前美国司法部正在与谷歌就搜索业务反垄断问题对簿公堂。受此消息影响，截至发稿谷歌盘后跌0.40%。\n苹果：美国8个州支持在苹果钱包中录入驾照和身份证\n据报道，苹果公司今日宣布，美国的8个州将推出一项功能，允许用户将驾照和州ID（身份证）添加到苹果钱包（Apple Wallet）中，供iPhone和Apple Watch用户在机场安检时使用。\n微软官宣将于美东时间9月22日举行新品发布会\n微软在其官网宣布，将于美国东部时间9月22日上午11点举行新品发布会。从官网预告图推测，此次发布会或将推出Surface硬件新品。\nC3.ai第一季度净亏损3745.9万美元，同比止盈转亏\n财报显示，第一季度营收5240万美元，市场预期5120万美元；第一季度净亏损3745.9万美元，去年同期盈利15万美元；第一季度每股亏损0.37美元。\nChargePoint Q2营收超预期，上调全年业绩指引\n财报显示，第二季度营收0.56亿美元，市场预期0.49亿美元；第二季度净亏损0.92亿美元，市场预期净亏损0.45亿美元；第二季度每股亏损0.29美元，市场预期亏损0.15美元。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818998112,"gmtCreate":1630369323036,"gmtModify":1676530281599,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088296979073510","idStr":"4088296979073510"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818998112","repostId":"1173867201","repostType":4,"repost":{"id":"1173867201","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630366081,"share":"https://ttm.financial/m/news/1173867201?lang=en_US&edition=fundamental","pubTime":"2021-08-31 07:28","market":"us","language":"zh","title":"Last night and this morning: Na Index Pu hit a new high! Apple's market capitalization exceeds $2.5 trillion","url":"https://stock-news.laohu8.com/highlight/detail?id=1173867201","media":"老虎资讯综合","summary":"摘要：标普、纳指续刷历史新高，科技龙头多数走高；苹果股价创历史新高，市值超2.5万亿美元；中概教育股集体走高；一则传闻引发全球星暴涨64%；Zoom视讯业绩超预期，但增速放缓引发担忧，盘后大跌逾12%","content":"<p><b>Abstract:</b>Standard & Poor's and Nasdaq continued to hit record highs, and most technology leaders rose;<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Shares hit a record high, with a market capitalization of over $2.5 trillion; China Education Stocks Collectively Higher; A rumor sparked<a href=\"https://laohu8.com/S/GSAT\">Global Star</a>skyrocketed 64%;<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Video performance exceeded expectations, but the slowdown in growth caused worries, plunging more than 12% after hours>>><b>Overseas markets</b></p><p><b>Closing: S&P, Nasdaq continue to swipe record highs, tech leaders are mostly higher</b></p><p>In Apple,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Driven by the collective rise of super weights, the Nasdaq and S&P 500 reached record highs on Monday, but the weakening of finance, energy and procyclical concepts dragged down the Dow to close slightly lower. By the close, the S&P 500 index rose 0.43% to 4,528.79 points; The Nasdaq rose 0.90% to 15,265.89 points; The Dow fell 0.16% to 35,399.84.</p><p><b>Zhonggui Education Stocks Collectively Higher, Gaotu, New Oriental Up Over 12%</b></p><p>China concept stocks continued to follow the policy fluctuations, and China concept education stocks rose,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>It rose by more than 12%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Up 5%; Netease,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Under the influence of the New Deal for Juvenile Games, the opening fell sharply but recovered most of the decline within the day. By the close, Netease fell 3.39% and Bilibili fell 1.59%.</p><p><b>U.S. WTI crude closes 0.7% higher, gasoline futures rise 1.7%</b></p><p>U.S. crude oil and gasoline futures closed higher on Monday. Hurricane Ida has been downgraded to a tropical storm and traders continue to focus on the disruption it is causing to energy operations in the Gulf of Mexico region. West Texas Intermediate (WTI) crude oil futures for October delivery rose 47 cents, or 0.7%, to close at $69.21 a barrel on the New York Mercantile Exchange.</p><p><b>Gold futures closed down 0.4% to hold the $1,800 mark</b></p><p>Gold futures closed lower on Monday but remained above the important $1,800 mark. Gold futures hit their highest settlement price in nearly four weeks last week. Gold futures for December delivery fell $7.30, or 0.4%, to close at $1,812.20 an ounce on the New York Mercantile Exchange.</p><p><b>European stocks close slightly higher Eurozone consumer confidence retreats from record highs</b></p><p>Market sentiment overall remains risky, and investors are still digesting the Fed chairman's speech last Friday. The pan-European Stoxx 600 index closed up 0.34 points, or 0.07%, at 472.68 points; Germany's DAX30 index closed up 35.56 points, or 0.22%, at 15,887.31 points; France's CAC40 closed up 5.38 points, or 0.08 percent, at 6,687.30.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2163835589\" target=\"_blank\"><b>Goldman Sachs expects 750,000 U.S. tenants to be evicted after ban expires</b></a></p><p>Goldman Sachs Group analysts say landlords could evict about 750,000 U.S. households by the end of the year, as expiring eviction bans and strong demand for rentals give landlords incentives to evict tenants. Analysts estimated in their Aug. 29 report that up to 3.5 million households are currently in rent arrears, with a total of $17 billion in arrears.</p><p><b>U.S. Department of Defense: The U.S. has completed the withdrawal of troops from Afghanistan</b></p><p>The U.S. Department of Defense announced that the U.S. has completed the withdrawal of troops from Afghanistan. On August 30th, local time, Afghan Taliban spokesman Mujahid announced on social media: \"At 9 o'clock tonight, Afghanistan time, the last batch of U.S. troops left Kabul airport.\"</p><p><b>Tropical Storm Ida makes landfall and millions of U.S. homes lose power</b></p><p>According to local media reports in the United States on August 30th, Category 4 Hurricane Ida has been gradually downgraded to a tropical storm after landing in Louisiana, USA on the 29th, and entered Mississippi on the 30th. Affected by the storm, hundreds of oil production platforms were urgently shut down in both states, leaving more than 1.3 million homes and businesses without power.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/1128135952\" target=\"_blank\"><b>Apple Stock Hits Record High, Cap Over $2.5 Trillion</b></a></p><p>Apple closed up 3.04%, the biggest one-day increase since March this year, with a new record high of $153.12. The latest total market value exceeded $2.5 trillion, reaching $2,535.2 billion.</p><p><a href=\"https://laohu8.com/NW/2163833471\" target=\"_blank\"><b>SEC Chair Says May Ban 'Order Flow' Trading Robinhood Late Dive</b></a></p><p>At the end of Monday, local time, Barron's published an exclusive interview with SEC Chairman Gensler. When talking about the controversial order flow business (retail brokerage firms sell customer transactions to specific market makers for execution), Gensler said that there was an endogenous conflict of interest in this kind of behavior, and the option to introduce a ban was \"on the table\". As Robinhood Securities' revenue is highly dependent on this fee, the company plunged nearly 7% in late trading due to this news.</p><p><a href=\"https://laohu8.com/NW/1135985691\" target=\"_blank\"><b>iPhone 13 supports satellite communication rumors trigger global star surge of more than 64%</b></a></p><p>As Ming-Chi Kuo, an analyst at Tianfeng International, said in the latest report that Apple's new iPhone will support satellite communications, and according to the baseband supplier<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Inferring that Globalstar will become Apple's satellite supplier, Globalstar skyrocketed 64.34% on Monday, reaching a market capitalization of $4.1 billion. Globalstar currently has 24 communications satellites deployed in low Earth orbit.</p><p><a href=\"https://laohu8.com/NW/1148628519\" target=\"_blank\"><b>Payments giant Paypal explores launch of stock-trading business</b></a></p><p>Payments giant reportedly<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>The launch of a possible stock trading platform is being explored. PayPal has been exploring ways to let users trade individual stocks after launching the feature to trade cryptocurrencies last year, according to two sources familiar with the plan.</p><p><a href=\"https://laohu8.com/NW/2163204835\" target=\"_blank\"><b>Apple Acquires Classical Music Streaming Platform Primephonic</b></a><b></b></p><p>Apple announced on Monday that it had reached an acquisition agreement with Primephonic, a classical music streaming platform, but did not disclose the specific transaction amount. This is also the latest layout in the music field after the company bought Beats, a streaming service and headphone maker, for $3 billion in 2014, Shazam, a music recognition service, in 2017, and Platoon, an artist entrepreneurial platform aimed at discovering new talents, in 2018.</p><p><b>Denver Accident Same Model<a href=\"https://laohu8.com/S/BA\">boeing</a>777 airliners may not be able to return to flight within the year</b></p><p>According to media reports on August 30th, after the Denver engine accident in February this year, dozens of Boeing wide-body 777 passenger planes of United Airlines will not return to the market until at least the beginning of next year, mainly because the Federal Aviation Administration (FAA) is considering new return-to-fly requirements for specific aircraft models.</p><p><a href=\"https://laohu8.com/NW/2163835589\" target=\"_blank\"><b>Court documents: Google Play, Google's app store, generates more than $10 billion in revenue in a year</b></a></p><p>A court document released a few days ago shows that Google Play, Google's app store, had revenue of $11.2 billion in 2019. This gives a first clear picture of Google's financial performance for this service.</p><p><b>Japan Investigates Moderna Vaccine Death</b></p><p>After millions of doses of Moderna vaccine were stopped by the Japanese government due to pollutants, the Ministry of Health, Labor and Welfare said it was investigating two deaths related to this batch of vaccines. The news caused Moderna's share price to fluctuate sharply. After the market opened on Monday, it once fell more than 5%, then turned red for a time, but finally closed down 3.02%.</p><p><a href=\"https://laohu8.com/NW/1138065785\" target=\"_blank\"><b>Zoom Video Beats Expectations But Slowing Growth Raises Concerns</b></a></p><p>According to the report, Zoom's total revenue in the second quarter was $1,021.5 million, an increase of 54% compared with $663.5 million in the same period last year; Net income was $317.1 million, compared to $186.0 million in the same period last year; Net income attributable to the company's common shareholders was $316.9 million, up 71% compared to $185.7 million in the year-ago quarter. Zoom's second-quarter results beat Wall Street analysts' expectations, but slower performance growth compared to the previous quarter sent its shares tumbling more than 12% after hours.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning: Na Index Pu hit a new high! Apple's market capitalization exceeds $2.5 trillion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning: Na Index Pu hit a new high! Apple's market capitalization exceeds $2.5 trillion\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-31 07:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Abstract:</b>Standard & Poor's and Nasdaq continued to hit record highs, and most technology leaders rose;<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Shares hit a record high, with a market capitalization of over $2.5 trillion; China Education Stocks Collectively Higher; A rumor sparked<a href=\"https://laohu8.com/S/GSAT\">Global Star</a>skyrocketed 64%;<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Video performance exceeded expectations, but the slowdown in growth caused worries, plunging more than 12% after hours>>><b>Overseas markets</b></p><p><b>Closing: S&P, Nasdaq continue to swipe record highs, tech leaders are mostly higher</b></p><p>In Apple,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Driven by the collective rise of super weights, the Nasdaq and S&P 500 reached record highs on Monday, but the weakening of finance, energy and procyclical concepts dragged down the Dow to close slightly lower. By the close, the S&P 500 index rose 0.43% to 4,528.79 points; The Nasdaq rose 0.90% to 15,265.89 points; The Dow fell 0.16% to 35,399.84.</p><p><b>Zhonggui Education Stocks Collectively Higher, Gaotu, New Oriental Up Over 12%</b></p><p>China concept stocks continued to follow the policy fluctuations, and China concept education stocks rose,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>It rose by more than 12%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Up 5%; Netease,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Under the influence of the New Deal for Juvenile Games, the opening fell sharply but recovered most of the decline within the day. By the close, Netease fell 3.39% and Bilibili fell 1.59%.</p><p><b>U.S. WTI crude closes 0.7% higher, gasoline futures rise 1.7%</b></p><p>U.S. crude oil and gasoline futures closed higher on Monday. Hurricane Ida has been downgraded to a tropical storm and traders continue to focus on the disruption it is causing to energy operations in the Gulf of Mexico region. West Texas Intermediate (WTI) crude oil futures for October delivery rose 47 cents, or 0.7%, to close at $69.21 a barrel on the New York Mercantile Exchange.</p><p><b>Gold futures closed down 0.4% to hold the $1,800 mark</b></p><p>Gold futures closed lower on Monday but remained above the important $1,800 mark. Gold futures hit their highest settlement price in nearly four weeks last week. Gold futures for December delivery fell $7.30, or 0.4%, to close at $1,812.20 an ounce on the New York Mercantile Exchange.</p><p><b>European stocks close slightly higher Eurozone consumer confidence retreats from record highs</b></p><p>Market sentiment overall remains risky, and investors are still digesting the Fed chairman's speech last Friday. The pan-European Stoxx 600 index closed up 0.34 points, or 0.07%, at 472.68 points; Germany's DAX30 index closed up 35.56 points, or 0.22%, at 15,887.31 points; France's CAC40 closed up 5.38 points, or 0.08 percent, at 6,687.30.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2163835589\" target=\"_blank\"><b>Goldman Sachs expects 750,000 U.S. tenants to be evicted after ban expires</b></a></p><p>Goldman Sachs Group analysts say landlords could evict about 750,000 U.S. households by the end of the year, as expiring eviction bans and strong demand for rentals give landlords incentives to evict tenants. Analysts estimated in their Aug. 29 report that up to 3.5 million households are currently in rent arrears, with a total of $17 billion in arrears.</p><p><b>U.S. Department of Defense: The U.S. has completed the withdrawal of troops from Afghanistan</b></p><p>The U.S. Department of Defense announced that the U.S. has completed the withdrawal of troops from Afghanistan. On August 30th, local time, Afghan Taliban spokesman Mujahid announced on social media: \"At 9 o'clock tonight, Afghanistan time, the last batch of U.S. troops left Kabul airport.\"</p><p><b>Tropical Storm Ida makes landfall and millions of U.S. homes lose power</b></p><p>According to local media reports in the United States on August 30th, Category 4 Hurricane Ida has been gradually downgraded to a tropical storm after landing in Louisiana, USA on the 29th, and entered Mississippi on the 30th. Affected by the storm, hundreds of oil production platforms were urgently shut down in both states, leaving more than 1.3 million homes and businesses without power.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/1128135952\" target=\"_blank\"><b>Apple Stock Hits Record High, Cap Over $2.5 Trillion</b></a></p><p>Apple closed up 3.04%, the biggest one-day increase since March this year, with a new record high of $153.12. The latest total market value exceeded $2.5 trillion, reaching $2,535.2 billion.</p><p><a href=\"https://laohu8.com/NW/2163833471\" target=\"_blank\"><b>SEC Chair Says May Ban 'Order Flow' Trading Robinhood Late Dive</b></a></p><p>At the end of Monday, local time, Barron's published an exclusive interview with SEC Chairman Gensler. When talking about the controversial order flow business (retail brokerage firms sell customer transactions to specific market makers for execution), Gensler said that there was an endogenous conflict of interest in this kind of behavior, and the option to introduce a ban was \"on the table\". As Robinhood Securities' revenue is highly dependent on this fee, the company plunged nearly 7% in late trading due to this news.</p><p><a href=\"https://laohu8.com/NW/1135985691\" target=\"_blank\"><b>iPhone 13 supports satellite communication rumors trigger global star surge of more than 64%</b></a></p><p>As Ming-Chi Kuo, an analyst at Tianfeng International, said in the latest report that Apple's new iPhone will support satellite communications, and according to the baseband supplier<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Inferring that Globalstar will become Apple's satellite supplier, Globalstar skyrocketed 64.34% on Monday, reaching a market capitalization of $4.1 billion. Globalstar currently has 24 communications satellites deployed in low Earth orbit.</p><p><a href=\"https://laohu8.com/NW/1148628519\" target=\"_blank\"><b>Payments giant Paypal explores launch of stock-trading business</b></a></p><p>Payments giant reportedly<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>The launch of a possible stock trading platform is being explored. PayPal has been exploring ways to let users trade individual stocks after launching the feature to trade cryptocurrencies last year, according to two sources familiar with the plan.</p><p><a href=\"https://laohu8.com/NW/2163204835\" target=\"_blank\"><b>Apple Acquires Classical Music Streaming Platform Primephonic</b></a><b></b></p><p>Apple announced on Monday that it had reached an acquisition agreement with Primephonic, a classical music streaming platform, but did not disclose the specific transaction amount. This is also the latest layout in the music field after the company bought Beats, a streaming service and headphone maker, for $3 billion in 2014, Shazam, a music recognition service, in 2017, and Platoon, an artist entrepreneurial platform aimed at discovering new talents, in 2018.</p><p><b>Denver Accident Same Model<a href=\"https://laohu8.com/S/BA\">boeing</a>777 airliners may not be able to return to flight within the year</b></p><p>According to media reports on August 30th, after the Denver engine accident in February this year, dozens of Boeing wide-body 777 passenger planes of United Airlines will not return to the market until at least the beginning of next year, mainly because the Federal Aviation Administration (FAA) is considering new return-to-fly requirements for specific aircraft models.</p><p><a href=\"https://laohu8.com/NW/2163835589\" target=\"_blank\"><b>Court documents: Google Play, Google's app store, generates more than $10 billion in revenue in a year</b></a></p><p>A court document released a few days ago shows that Google Play, Google's app store, had revenue of $11.2 billion in 2019. This gives a first clear picture of Google's financial performance for this service.</p><p><b>Japan Investigates Moderna Vaccine Death</b></p><p>After millions of doses of Moderna vaccine were stopped by the Japanese government due to pollutants, the Ministry of Health, Labor and Welfare said it was investigating two deaths related to this batch of vaccines. The news caused Moderna's share price to fluctuate sharply. After the market opened on Monday, it once fell more than 5%, then turned red for a time, but finally closed down 3.02%.</p><p><a href=\"https://laohu8.com/NW/1138065785\" target=\"_blank\"><b>Zoom Video Beats Expectations But Slowing Growth Raises Concerns</b></a></p><p>According to the report, Zoom's total revenue in the second quarter was $1,021.5 million, an increase of 54% compared with $663.5 million in the same period last year; Net income was $317.1 million, compared to $186.0 million in the same period last year; Net income attributable to the company's common shareholders was $316.9 million, up 71% compared to $185.7 million in the year-ago quarter. Zoom's second-quarter results beat Wall Street analysts' expectations, but slower performance growth compared to the previous quarter sent its shares tumbling more than 12% after hours.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"AAPL":"苹果",".DJI":"道琼斯",".SPX":"S&P 500 Index","QQQ":"纳指100ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","03086":"华夏纳指",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173867201","content_text":"摘要：标普、纳指续刷历史新高，科技龙头多数走高；苹果股价创历史新高，市值超2.5万亿美元；中概教育股集体走高；一则传闻引发全球星暴涨64%；Zoom视讯业绩超预期，但增速放缓引发担忧，盘后大跌逾12%>>>\n\n海外市场\n收盘：标普、纳指续刷历史新高，科技龙头多数走高\n在苹果、谷歌等超级权重集体拉升带动下，纳指和标普500指数周一再创历史新高，不过金融、能源以及顺周期概念走弱拖累道指小幅收跌。截至收盘，标普500指数涨0.43%，报4528.79点；纳斯达克指数涨0.90%，报15265.89点；道琼斯指数跌0.16%，报35399.84点。\n中概教育股集体走高，高途、新东方涨超12%\n中概股继续跟随政策面波动，中概教育股走高，高途、新东方涨超12%，好未来涨5%；网易、哔哩哔哩在未成年人游戏新政影响下开盘大跌但日内收复大部分跌幅，截止收盘，网易跌3.39%，哔哩哔哩跌1.59%。\n美国WTI原油收高0.7% 汽油期货上涨1.7%\n美国原油和汽油期货周一收高。飓风艾达已被降级为热带风暴，交易员继续关注其对墨西哥湾地区能源运营造成的干扰。纽约商品交易所10月交割的西德州中质原油（WTI）期货价格上涨47美分，涨幅0.7%，收于每桶69.21美元。\n黄金期货收跌0.4% 守住1800美元关口\n黄金期货周一收低，但仍保持在重要的1800美元关口上方。上周黄金期货创近四个星期以来的最高结算价。纽约商品交易所12月交割的黄金期货价格下跌7.30美元，跌幅0.4%，收于每盎司1812.20美元。\n欧洲股市小幅收高 欧元区消费者信心指数自纪录高点回落\n市场情绪整体维持冒险，投资者仍在消化美联储主席上周五的讲话。泛欧斯托克600指数收涨0.34点，涨幅0.07%，报472.68点；德国DAX30指数收盘上涨35.56点，涨幅0.22%，报15887.31点；法国CAC40指数收盘上涨5.38点，涨幅0.08%，报6687.30点。\n国际宏观\n高盛预计禁令到期后美国将有75万户房客被驱逐\n高盛集团分析师表示，到今年年底，房东可能驱逐约75万户美国家庭，因为驱逐禁令到期和租房需求旺盛给房东带来驱逐房客的动力。分析师在8月29日的报告中估计，目前有高达350万户家庭拖欠房租，拖欠总额高达170亿美元。\n美国国防部：美国已完成从阿富汗撤军行动\n美国国防部宣布，美国已完成从阿富汗撤军行动。当地时间8月30日，阿富汗塔利班发言人穆贾希德在社交媒体上宣布：“阿富汗时间今晚9点，最后一批美军离开喀布尔机场。”\n热带风暴“艾达”登陆美国 百万户家庭断电\n据美国当地媒体8月30日报道，4级飓风“艾达”于29日登陆美国路易斯安那州后已经逐渐降级为热带风暴，并于30日进入密西西比州。受风暴影响，两个州数百个石油生产平台紧急关闭，130多万户家庭和企业断电。\n公司新闻\n苹果股价创历史新高，市值超2.5万亿美元\n苹果收涨3.04%，创下今年3月以来最大单日涨幅，报153.12美元刷新历史新高，最新总市值超25000亿美元，达25352亿美元。\nSEC主席表示可能禁止“订单流”交易 Robinhood尾盘跳水\n当地时间周一尾盘，《巴伦周刊》刊发了SEC主席詹斯勒的专访，其中在谈及备受争议的订单流业务时（零售经纪券商将客户交易卖给特定做市商执行），詹斯勒表示这类行为存在内生的利益冲突，且出台禁令的选项“在台面上”。由于罗宾汉证券营收高度依赖这笔费用，受此消息影响公司尾盘跳水近7%。\niPhone 13支持卫星通讯传闻引发全球星暴涨逾64%\n由于天风国际分析师郭明錤在最新报告中表示苹果新一代iPhone将支持卫星通讯，且根据基带供应商高通推断出Globalstar将成为苹果卫星供应商，全球星周一暴涨64.34%，市值达到41亿美元。目前Globalstar在近地轨道部署了24颗通讯卫星。\n支付巨头Paypal探索推出股票交易业务\n据报道，支付巨头PayPal正在探索推出一种可能的股票交易平台。据熟悉该计划的两位消息人士透露，在去年推出交易加密货币的功能后，PayPal一直在探索让用户交易个股的方法。\n苹果收购古典乐流媒体平台Primephonic\n苹果公司周一发布公告称，公司已经与古典乐流媒体平台Primephonic达成收购协议，不过并未披露具体的交易金额。这也是公司2014年以30亿美元买下流媒体服务和耳机制造商Beats， 2017年买下音乐识别服务Shazam，2018年收购了旨在发掘新人的艺术家创业平台Platoon后在音乐领域的最新布局。\n丹佛事故同款波音777客机年内恐无法复飞\n据媒体8月30日报道，在今年二月丹佛引擎事故后，美联航几十架波音宽体777客机至少要等到明年初才有可能重新回归市场，主要原因是美国联邦航空管理局（FAA）正在考虑对特定机型提出新的复飞要求。\n法庭文件：谷歌应用商店Google Play一年的营收超过100亿美元\n日前公布的一份法庭文件显示，谷歌应用商店Google Play在2019年的营收为112亿美元。这让人们首次清楚地了解谷歌这项服务的财务业绩。\n日本调查Moderna疫苗致死事件\n继上百万剂Moderna疫苗因出现污染物被日本政府叫停接种后，厚生劳动省表示正在调查两件与这批疫苗有关的死亡事件，该消息使得Moderna股价大幅震荡，周一开盘后一度跌逾5%，随后一度翻红，但最终收跌3.02%。\nZoom视讯业绩超预期 但增速放缓引发担忧\n报告显示，Zoom第二季度总营收为10.215亿美元，与去年同期的6.635亿美元相比增长54%；净利润为3.171亿美元，相比之下去年同期为1.860亿美元；归属于公司普通股股东的净利润为3.169亿美元，与去年同期的1.857亿美元相比增长71%。Zoom第二季度业绩超出华尔街分析师预期，但与上一季度相比业绩增长放缓，导致其盘后股价大幅下跌逾12%。","news_type":1,"symbols_score_info":{"SQQQ":0.9,"MNQmain":0.9,"QQQ":0.9,"PSQ":0.9,"ESmain":0.9,"NQmain":0.9,"AAPL":0.9,".IXIC":0.9,".DJI":0.9,"QLD":0.9,"TQQQ":0.9,".SPX":0.9,"03086":0.9,"QID":0.9}},"isVote":1,"tweetType":1,"viewCount":3094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813232611,"gmtCreate":1630203953933,"gmtModify":1676530242551,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088296979073510","idStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813232611","repostId":"1184955585","repostType":4,"repost":{"id":"1184955585","kind":"news","pubTimestamp":1630118344,"share":"https://ttm.financial/m/news/1184955585?lang=en_US&edition=fundamental","pubTime":"2021-08-28 10:39","market":"hk","language":"zh","title":"Why does TSMC become the king of Asian stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=1184955585","media":"远川科技评论","summary":"在2020年初，全球市值最大的十家企业中，美国独占7席，而中国的腾讯和阿里也榜上有名，成为亚洲唯二突入榜单的企业。\n\n在当时看来，腾讯和阿里进入榜单是一个再自然不过的结果，前十大企业中6个是互联网、2","content":"<p>At the beginning of 2020, the United States held seven of the world's ten largest companies by market capitalization, while China's<a href=\"https://laohu8.com/S/00700\">Tencent</a>And Ali are also on the list, becoming the only two companies in Asia to break into the list.</p><p><img src=\"https://static.tigerbbs.com/c2b6b856b3f2f1196c329b1155f9fc5f\" tg-width=\"1080\" tg-height=\"589\" referrerpolicy=\"no-referrer\"></p><p>At that time, it was a natural result that Tencent and Ali entered the list. Six of the top ten enterprises were Internet, two finance and one resource, and the only hardware enterprise<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Production is not under their own control. At that time, if a family<b>Heavy on assets, heavy on manufacturing, no oil at home</b>Enterprises can still enter the top ten, which is tantamount to idiotic dreams.</p><p>But what I didn't expect was that on August 18, 2021, just over a year later,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>With a market value of $538 billion, it successfully surpassed Tencent and became the highest market value company in Asia.</p><p>Supporting the market value of TSMC's Asian stock king is TSMC's revenue of 13.29 billion US dollars in the second quarter, earning 147 million US dollars a day.</p><p>At the same time, the global shortage of chips has made TSMC's orders hard currency: not long ago, after Apple placed an order of 100 million chips at one time, TSMC's raw material suppliers directly broke the news, and TSMC's orders have been fully loaded until 2024.</p><p><b>Behind TSMC's replacement of Tencent as the Asian stock king, it is not only the change of market value of the two companies, but also the counterattack of hard technology manufacturing on the Internet.</b></p><p>So how did TSMC cultivate its current position as the king of stocks in an electronic industry with heavy assets, high labor costs and extremely strong customers?</p><p>The answer lies in the three historical opportunities of TSMC's rise.</p><p><img src=\"https://static.tigerbbs.com/8831ed0813cfe4215d1a7249b8194a1a\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>In December 1989, TSMC, which was just two years old, ushered in<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>The head Li Jianxi personally poached the wall.</p><p>This time, Li Jianxi took a fancy to not a process leader or a technical bull, but directly locked his eyes on Zhang Zhongmou, the 58-year-old founder of TSMC.</p><p>The reason why Li Jianxi is so confident has a lot to do with the development background of the industry at that time: Samsung at that time was already the overlord of many industries, a super chaebol that controlled the lifeblood of South Korea;<b>However, the status of chip foundry in the industry at that time was actually similar to that of Foxconn, another foundry king in Taiwan Province, China today: the technical content is not high, and there are many competitors, all of which are located at the bottom of the \"smile curve\" of value distribution in the manufacturing industry chain</b>Do the most tiring work and earn the least money.</p><p><img src=\"https://static.tigerbbs.com/9789042af668ea4b67309f48e5f3e543\" tg-width=\"620\" tg-height=\"354\" referrerpolicy=\"no-referrer\"></p><p>What's more,<b>At that time, chip manufacturing was still in the sub-micron stage, and the IDM mode of chip enterprises' own design, manufacture, and sealing and testing was the mainstream of the industry.</b>The top ten semiconductor companies in the world that year, NEC, Toshiba, Hitachi, Motorola,<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>Fujitsu, Mitsubishi,<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/PC\">Panasonic</a>、<a href=\"https://laohu8.com/S/PHG\">Philips</a>All are typical semiconductor IDM giants.</p><p>So, why do IDMs with their own factories look for TSMC, which is a fledgling company and whose craft is even inferior to their own, to OEM chips?</p><p>This is a very real problem faced by Zhang Zhongmou, an elderly entrepreneur, after rejecting Li Jianxi's olive branch.</p><p>Soon, however, TSMC ushered in its first era opportunity: the rise of PC.</p><p>Around 1988, under the leadership of Intel, the global electronic industry entered the PC era from the traditional mainframe era. While<b>The focus of the global semiconductor industry has gradually begun to move from traditional DRAM storage to digital chips represented by CPU and GPU.</b></p><p>traditional<b>DRAM memory chips are light in design and heavy in manufacturing, so IDM mode leads the development of the industry; For digital chips, chip manufacturing is certainly the top priority, but as the number of transistors in the chip reaches a million, the chip design investment required behind it is becoming more and more arduous. In the case of limited energy, it has become an imminent trend to separate design from manufacturing.</b></p><p><img src=\"https://static.tigerbbs.com/673230fbc935dd61c98bcb0b5390e825\" tg-width=\"767\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Relying on the personal friendship between Intel President Grove and Zhang Zhongmou, Intel directly sent engineers to TSMC, and pointed out at least 200 process improvement processes for TSMC, which had only more than 200 manufacturing processes at that time.</p><p>You know, Intel at that time was synonymous with top chip manufacturing. The 80486 chip under development is not only the first in the world to use the 1-micron manufacturing process, but also the first high-end chip maker to break through 1 million transistor integration in one chip and reach 1.2 million pioneers.</p><p>Being coached one-on-one by Intel, TSMC won the first technical ticket to the top chip foundry in one fell swoop.</p><p>Shortly after getting this ticket, in 1995, TSMC agreed with the two-year-old<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>It hit it off and picked up another important boat ticket for the PC era.</p><p>In the next decade, TSMC has established a<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Cooperation of chip design enterprises such as Meiman Electronics; On the other hand, through the research and development of copper process technology and wet lithography technology, it is unique in the world in technology. In 2004, it occupied half of the global market share.</p><p><b>However, TSMC didn't expect that another storm that may subvert the industrial structure was quietly coming.</b></p><p><img src=\"https://static.tigerbbs.com/9dc0fda484f9be29a169f2a280cc0408\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>Soon after becoming the first brother of the OEM in the field of PC chips, Apple came with a tsunami of smart phones. Unfortunately, the protagonist this time was not TSMC at first.</p><p>In 2007, Jobs announced with the original iPhone in the spotlight, which was called an amazing cross-generation product. In the following years, every time a new iPhone is released, there will be a spectacle of crazy fruit powder queuing up in the early morning in front of Apple retail stores all over the world.</p><p>Behind the iPhone Fengshen, it also clearly shows one thing:<b>The era of smart phones has arrived. Only by winning Apple can we become a real chip foundry brother.</b></p><p>But anyone who knows the business knows that Jobs on the stage seems to be the \"God\" who released iPhone phones on the surface, but fundamentally, he is just a migrant worker of Samsung Empire on the other side of the ocean.</p><p>IHS, a market research agency, once disassembled the cost sources of previous generations of iPhones and found that in the era before the appearance of dual-camera and bathroom camera, the former<b>The three major sources of cost for several generations of iPhones are: processor, screen and storage. And in an iPhone, all three of these items are made by Samsung.</b></p><p>The processor and storage provided by Samsung are naturally made by Samsung. However, TSMC, which made almost half of the world's chips in those days, could only wait and see with silent envy.</p><p>However, as the top supply chain checks and balances master, Apple will definitely not allow its competitors to control its three lifebloods at the same time.</p><p>So, on the one hand, it mixed oil with Samsung, and on the other hand, Apple quietly connected with TSMC in 2010. In order to cooperate more smoothly between the two sides, TSMC has also set up a team composed of more than 100 cross-departmental R&D engineers.<a href=\"https://laohu8.com/S/AONE.U\">one</a>team \"team, stationed at Apple's headquarters in the United States, worked together to engage in secret research and development in an attempt to completely bypass Samsung's patents.</p><p>After the initial progress in research and development, Apple immediately filed 16 infringement charges against Samsung in 2011. Samsung, on the other hand, took Apple to court, counterclaimed Apple's infringement, and even asked the United States to ban the sale of iPhones.</p><p>Apple and Samsung are competing with each other, and TSMC gains.</p><p>Since Apple's A8 chip in 2014, TSMC has started to OEM most Apple chips. Since the iPhone 7 era, TSMC has completely monopolized the production of all Apple chips. The cooperation continues to this day, and Apple is still TSMC's largest customer, contributing nearly 20% of TSMC's revenue every year.</p><p>At this point, TSMC has officially confirmed the leading position of chip foundry.</p><p><b>But can just working for the most powerful customers make TSMC what it is today? As Apple's largest foundry, Foxconn was the first to disagree.</b></p><p><img src=\"https://static.tigerbbs.com/7c04503bafb7a71524a1d953b35f1228\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>Also the king of foundry, TSMC can stick the throat of global customers, while Foxconn is helpless to Apple to support competitors to steal business.</p><p>Behind the completely different destiny, in fact, the groundwork has been laid as early as the track selection.</p><p>Foxconn represented by<b>Electronic assembly is essentially a low-threshold industry that can start on the assembly line 24 hours a day as long as enough workers are gathered.</b>Therefore, as an OEM, twenty years ago, Foxconn was faced with the \"five tigers of Taiwan Province OEM\" in Taiwan Province, China-Quanta, Compal, Pegatron, Wistron and Inventec to grab business; In the past ten years, Foxconn has faced Luxshare, Goertek, Wentai,<a href=\"https://laohu8.com/S/002594\">BYD</a>They are frantically grabbing business in their own territory.</p><p>This low technology content and low threshold are reflected in the financial report, which is manifested in Foxconn's gross profit that is thinner than a razor blade: in the past ten years,<b>In order to keep the gross profit that never exceeded 10%, Foxconn moved its factory all the way from Shenzhen to Zhengzhou, and then from Zhengzhou to Vietnam... constantly moving between different depressions of labor cost.</b></p><p>In sharp contrast, TSMC's corresponding chip foundry is an industry rolling forward on the wheel of Moore's Law. Under the leadership of Moore's Law, the number of components that can be accommodated on integrated circuits will double every 18 to 24 months, the size of corresponding transistors will continue to shrink, and the manufacture of semiconductors will become more and more difficult.</p><p>Reflected in the capital expenditure, the cost of the semiconductor industry has risen sharply in the process of upgrading from 8 inches to 12 inches: the cost of an 8-inch wafer fab depends on the production capacity of 100 million dollars at the lowest and 1.5 billion dollars at the highest, and ordinary enterprises can bite their teeth and still top it. The cost of a new 12-inch fab is as high as $2.5 billion to $3 billion, enough to leave most competitors in the industry behind.</p><p>Different technical content also determines different competitive landscape.<b>The harder Foxconn works, the more competitors it has; Along the way, TSMC has been unique in the world from 0.18 microns to 3 nanometers. Not only are there fewer and fewer competitors, but even its former big brothers Intel and IBM have been left behind.</b></p><p><img src=\"https://static.tigerbbs.com/12e071a18a041e0b8ddb78626d4f42b1\" tg-width=\"667\" tg-height=\"855\" referrerpolicy=\"no-referrer\"></p><p>With fewer and fewer rivals, the profits will naturally get higher and higher. In Taiwan Province, China, Foxconn has set up factories worldwide, and its gross profit is less than 10%. If you don't pay attention, it will be contained by Apple with Wistron, Pegatron and Luxshare;</p><p>TSMC, which has insisted on producing high-end process products in Taiwan Province, China for 30 years, can maintain a gross profit of about 50% all year round, while customers want to grab TSMC's latest production capacity, but money is never enough: in September 2020, after TSMC was forced to cut off supply to Huawei due to US sanctions, Qualcomm and MediaTek had the opportunity to replace Huawei and use TSMC's latest 5nm production capacity.</p><p>The market share ranked first, and the capital threshold of the industry continued to improve; The dividend effect of technology is constantly superimposed... TSMC, which is alone in seeking defeat, has laid its unshakable first throne in the field of chip foundry.</p><p>Looking back at history, there are three main reasons for the rise of TSMC to become the king of foundry: in the PC era, it was supported by half Intel and Nvidia; The mobile phone era was chosen by Apple and became an important tool to check and balance Samsung; In the following years, he sat on the wheel of Moore's Law, relying on the advantages of technology and capital, and left many competitors far behind.</p><p>However, TSMC's change from the \"king of chip foundry\" to the \"king of stocks\" is still one last step away: let Internet companies whose market value ranks ahead of TSMC fall from the altar in the capital market.</p><p><img src=\"https://static.tigerbbs.com/efede982c9faf847a3a670f3cc42a078\" tg-width=\"992\" tg-height=\"914\" referrerpolicy=\"no-referrer\"></p><p>Since the beginning of the year, on the one hand, TSMC has made a lot of money in the epic chip shortage, and recently its stock price has become the king of Asian stocks. On the other hand, looking back at the traditional \"stock god\" Internet, Tencent has plunged by 45% from the highest point since the beginning of the year; Ali has fallen by more than 30% so far;<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>The stock price has fallen by more than 45% since it was listed on the Hong Kong Stock Exchange.</p><p>From the king of chip foundry to the king of Asian stocks, TSMC is inseparable from its own efforts, and at the same time, it is inseparable from the process of history.</p><p>In addition to the process, it gives us a hint of enlightenment:<b>Do the hard and correct thing, and the more you persist, the smoother it will be.</b></p>","source":"lsy1571969218062","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>Why does TSMC become the king of Asian stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy does TSMC become the king of Asian stocks?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">远川科技评论</strong><span class=\"h-time small\">2021-08-28 10:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>At the beginning of 2020, the United States held seven of the world's ten largest companies by market capitalization, while China's<a href=\"https://laohu8.com/S/00700\">Tencent</a>And Ali are also on the list, becoming the only two companies in Asia to break into the list.</p><p><img src=\"https://static.tigerbbs.com/c2b6b856b3f2f1196c329b1155f9fc5f\" tg-width=\"1080\" tg-height=\"589\" referrerpolicy=\"no-referrer\"></p><p>At that time, it was a natural result that Tencent and Ali entered the list. Six of the top ten enterprises were Internet, two finance and one resource, and the only hardware enterprise<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Production is not under their own control. At that time, if a family<b>Heavy on assets, heavy on manufacturing, no oil at home</b>Enterprises can still enter the top ten, which is tantamount to idiotic dreams.</p><p>But what I didn't expect was that on August 18, 2021, just over a year later,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>With a market value of $538 billion, it successfully surpassed Tencent and became the highest market value company in Asia.</p><p>Supporting the market value of TSMC's Asian stock king is TSMC's revenue of 13.29 billion US dollars in the second quarter, earning 147 million US dollars a day.</p><p>At the same time, the global shortage of chips has made TSMC's orders hard currency: not long ago, after Apple placed an order of 100 million chips at one time, TSMC's raw material suppliers directly broke the news, and TSMC's orders have been fully loaded until 2024.</p><p><b>Behind TSMC's replacement of Tencent as the Asian stock king, it is not only the change of market value of the two companies, but also the counterattack of hard technology manufacturing on the Internet.</b></p><p>So how did TSMC cultivate its current position as the king of stocks in an electronic industry with heavy assets, high labor costs and extremely strong customers?</p><p>The answer lies in the three historical opportunities of TSMC's rise.</p><p><img src=\"https://static.tigerbbs.com/8831ed0813cfe4215d1a7249b8194a1a\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>In December 1989, TSMC, which was just two years old, ushered in<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>The head Li Jianxi personally poached the wall.</p><p>This time, Li Jianxi took a fancy to not a process leader or a technical bull, but directly locked his eyes on Zhang Zhongmou, the 58-year-old founder of TSMC.</p><p>The reason why Li Jianxi is so confident has a lot to do with the development background of the industry at that time: Samsung at that time was already the overlord of many industries, a super chaebol that controlled the lifeblood of South Korea;<b>However, the status of chip foundry in the industry at that time was actually similar to that of Foxconn, another foundry king in Taiwan Province, China today: the technical content is not high, and there are many competitors, all of which are located at the bottom of the \"smile curve\" of value distribution in the manufacturing industry chain</b>Do the most tiring work and earn the least money.</p><p><img src=\"https://static.tigerbbs.com/9789042af668ea4b67309f48e5f3e543\" tg-width=\"620\" tg-height=\"354\" referrerpolicy=\"no-referrer\"></p><p>What's more,<b>At that time, chip manufacturing was still in the sub-micron stage, and the IDM mode of chip enterprises' own design, manufacture, and sealing and testing was the mainstream of the industry.</b>The top ten semiconductor companies in the world that year, NEC, Toshiba, Hitachi, Motorola,<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>Fujitsu, Mitsubishi,<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/PC\">Panasonic</a>、<a href=\"https://laohu8.com/S/PHG\">Philips</a>All are typical semiconductor IDM giants.</p><p>So, why do IDMs with their own factories look for TSMC, which is a fledgling company and whose craft is even inferior to their own, to OEM chips?</p><p>This is a very real problem faced by Zhang Zhongmou, an elderly entrepreneur, after rejecting Li Jianxi's olive branch.</p><p>Soon, however, TSMC ushered in its first era opportunity: the rise of PC.</p><p>Around 1988, under the leadership of Intel, the global electronic industry entered the PC era from the traditional mainframe era. While<b>The focus of the global semiconductor industry has gradually begun to move from traditional DRAM storage to digital chips represented by CPU and GPU.</b></p><p>traditional<b>DRAM memory chips are light in design and heavy in manufacturing, so IDM mode leads the development of the industry; For digital chips, chip manufacturing is certainly the top priority, but as the number of transistors in the chip reaches a million, the chip design investment required behind it is becoming more and more arduous. In the case of limited energy, it has become an imminent trend to separate design from manufacturing.</b></p><p><img src=\"https://static.tigerbbs.com/673230fbc935dd61c98bcb0b5390e825\" tg-width=\"767\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Relying on the personal friendship between Intel President Grove and Zhang Zhongmou, Intel directly sent engineers to TSMC, and pointed out at least 200 process improvement processes for TSMC, which had only more than 200 manufacturing processes at that time.</p><p>You know, Intel at that time was synonymous with top chip manufacturing. The 80486 chip under development is not only the first in the world to use the 1-micron manufacturing process, but also the first high-end chip maker to break through 1 million transistor integration in one chip and reach 1.2 million pioneers.</p><p>Being coached one-on-one by Intel, TSMC won the first technical ticket to the top chip foundry in one fell swoop.</p><p>Shortly after getting this ticket, in 1995, TSMC agreed with the two-year-old<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>It hit it off and picked up another important boat ticket for the PC era.</p><p>In the next decade, TSMC has established a<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Cooperation of chip design enterprises such as Meiman Electronics; On the other hand, through the research and development of copper process technology and wet lithography technology, it is unique in the world in technology. In 2004, it occupied half of the global market share.</p><p><b>However, TSMC didn't expect that another storm that may subvert the industrial structure was quietly coming.</b></p><p><img src=\"https://static.tigerbbs.com/9dc0fda484f9be29a169f2a280cc0408\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>Soon after becoming the first brother of the OEM in the field of PC chips, Apple came with a tsunami of smart phones. Unfortunately, the protagonist this time was not TSMC at first.</p><p>In 2007, Jobs announced with the original iPhone in the spotlight, which was called an amazing cross-generation product. In the following years, every time a new iPhone is released, there will be a spectacle of crazy fruit powder queuing up in the early morning in front of Apple retail stores all over the world.</p><p>Behind the iPhone Fengshen, it also clearly shows one thing:<b>The era of smart phones has arrived. Only by winning Apple can we become a real chip foundry brother.</b></p><p>But anyone who knows the business knows that Jobs on the stage seems to be the \"God\" who released iPhone phones on the surface, but fundamentally, he is just a migrant worker of Samsung Empire on the other side of the ocean.</p><p>IHS, a market research agency, once disassembled the cost sources of previous generations of iPhones and found that in the era before the appearance of dual-camera and bathroom camera, the former<b>The three major sources of cost for several generations of iPhones are: processor, screen and storage. And in an iPhone, all three of these items are made by Samsung.</b></p><p>The processor and storage provided by Samsung are naturally made by Samsung. However, TSMC, which made almost half of the world's chips in those days, could only wait and see with silent envy.</p><p>However, as the top supply chain checks and balances master, Apple will definitely not allow its competitors to control its three lifebloods at the same time.</p><p>So, on the one hand, it mixed oil with Samsung, and on the other hand, Apple quietly connected with TSMC in 2010. In order to cooperate more smoothly between the two sides, TSMC has also set up a team composed of more than 100 cross-departmental R&D engineers.<a href=\"https://laohu8.com/S/AONE.U\">one</a>team \"team, stationed at Apple's headquarters in the United States, worked together to engage in secret research and development in an attempt to completely bypass Samsung's patents.</p><p>After the initial progress in research and development, Apple immediately filed 16 infringement charges against Samsung in 2011. Samsung, on the other hand, took Apple to court, counterclaimed Apple's infringement, and even asked the United States to ban the sale of iPhones.</p><p>Apple and Samsung are competing with each other, and TSMC gains.</p><p>Since Apple's A8 chip in 2014, TSMC has started to OEM most Apple chips. Since the iPhone 7 era, TSMC has completely monopolized the production of all Apple chips. The cooperation continues to this day, and Apple is still TSMC's largest customer, contributing nearly 20% of TSMC's revenue every year.</p><p>At this point, TSMC has officially confirmed the leading position of chip foundry.</p><p><b>But can just working for the most powerful customers make TSMC what it is today? As Apple's largest foundry, Foxconn was the first to disagree.</b></p><p><img src=\"https://static.tigerbbs.com/7c04503bafb7a71524a1d953b35f1228\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>Also the king of foundry, TSMC can stick the throat of global customers, while Foxconn is helpless to Apple to support competitors to steal business.</p><p>Behind the completely different destiny, in fact, the groundwork has been laid as early as the track selection.</p><p>Foxconn represented by<b>Electronic assembly is essentially a low-threshold industry that can start on the assembly line 24 hours a day as long as enough workers are gathered.</b>Therefore, as an OEM, twenty years ago, Foxconn was faced with the \"five tigers of Taiwan Province OEM\" in Taiwan Province, China-Quanta, Compal, Pegatron, Wistron and Inventec to grab business; In the past ten years, Foxconn has faced Luxshare, Goertek, Wentai,<a href=\"https://laohu8.com/S/002594\">BYD</a>They are frantically grabbing business in their own territory.</p><p>This low technology content and low threshold are reflected in the financial report, which is manifested in Foxconn's gross profit that is thinner than a razor blade: in the past ten years,<b>In order to keep the gross profit that never exceeded 10%, Foxconn moved its factory all the way from Shenzhen to Zhengzhou, and then from Zhengzhou to Vietnam... constantly moving between different depressions of labor cost.</b></p><p>In sharp contrast, TSMC's corresponding chip foundry is an industry rolling forward on the wheel of Moore's Law. Under the leadership of Moore's Law, the number of components that can be accommodated on integrated circuits will double every 18 to 24 months, the size of corresponding transistors will continue to shrink, and the manufacture of semiconductors will become more and more difficult.</p><p>Reflected in the capital expenditure, the cost of the semiconductor industry has risen sharply in the process of upgrading from 8 inches to 12 inches: the cost of an 8-inch wafer fab depends on the production capacity of 100 million dollars at the lowest and 1.5 billion dollars at the highest, and ordinary enterprises can bite their teeth and still top it. The cost of a new 12-inch fab is as high as $2.5 billion to $3 billion, enough to leave most competitors in the industry behind.</p><p>Different technical content also determines different competitive landscape.<b>The harder Foxconn works, the more competitors it has; Along the way, TSMC has been unique in the world from 0.18 microns to 3 nanometers. Not only are there fewer and fewer competitors, but even its former big brothers Intel and IBM have been left behind.</b></p><p><img src=\"https://static.tigerbbs.com/12e071a18a041e0b8ddb78626d4f42b1\" tg-width=\"667\" tg-height=\"855\" referrerpolicy=\"no-referrer\"></p><p>With fewer and fewer rivals, the profits will naturally get higher and higher. In Taiwan Province, China, Foxconn has set up factories worldwide, and its gross profit is less than 10%. If you don't pay attention, it will be contained by Apple with Wistron, Pegatron and Luxshare;</p><p>TSMC, which has insisted on producing high-end process products in Taiwan Province, China for 30 years, can maintain a gross profit of about 50% all year round, while customers want to grab TSMC's latest production capacity, but money is never enough: in September 2020, after TSMC was forced to cut off supply to Huawei due to US sanctions, Qualcomm and MediaTek had the opportunity to replace Huawei and use TSMC's latest 5nm production capacity.</p><p>The market share ranked first, and the capital threshold of the industry continued to improve; The dividend effect of technology is constantly superimposed... TSMC, which is alone in seeking defeat, has laid its unshakable first throne in the field of chip foundry.</p><p>Looking back at history, there are three main reasons for the rise of TSMC to become the king of foundry: in the PC era, it was supported by half Intel and Nvidia; The mobile phone era was chosen by Apple and became an important tool to check and balance Samsung; In the following years, he sat on the wheel of Moore's Law, relying on the advantages of technology and capital, and left many competitors far behind.</p><p>However, TSMC's change from the \"king of chip foundry\" to the \"king of stocks\" is still one last step away: let Internet companies whose market value ranks ahead of TSMC fall from the altar in the capital market.</p><p><img src=\"https://static.tigerbbs.com/efede982c9faf847a3a670f3cc42a078\" tg-width=\"992\" tg-height=\"914\" referrerpolicy=\"no-referrer\"></p><p>Since the beginning of the year, on the one hand, TSMC has made a lot of money in the epic chip shortage, and recently its stock price has become the king of Asian stocks. On the other hand, looking back at the traditional \"stock god\" Internet, Tencent has plunged by 45% from the highest point since the beginning of the year; Ali has fallen by more than 30% so far;<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>The stock price has fallen by more than 45% since it was listed on the Hong Kong Stock Exchange.</p><p>From the king of chip foundry to the king of Asian stocks, TSMC is inseparable from its own efforts, and at the same time, it is inseparable from the process of history.</p><p>In addition to the process, it gives us a hint of enlightenment:<b>Do the hard and correct thing, and the more you persist, the smoother it will be.</b></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/1vKEt53uVNkuuzHjwkGPDA\">远川科技评论</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电","03145":"华夏亚洲高息股","EWT":"台湾ETF-iShares MSCI"},"source_url":"https://mp.weixin.qq.com/s/1vKEt53uVNkuuzHjwkGPDA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184955585","content_text":"在2020年初，全球市值最大的十家企业中，美国独占7席，而中国的腾讯和阿里也榜上有名，成为亚洲唯二突入榜单的企业。\n\n在当时看来，腾讯和阿里进入榜单是一个再自然不过的结果，前十大企业中6个是互联网、2个金融、1个资源，唯一的硬件企业苹果，生产还不归自己管，当时如果说一家重资产、重制造、家里还没石油的企业还能进前十，无异于痴人说梦。\n但没有想到的是，仅仅一年多时间后的2021年8月18日，台积电就以5380亿美元的市值，成功超越腾讯，成为亚洲市值最高的公司。\n支撑起台积电亚洲股王市值的，是台积电二季度创下的132.9亿美元营收，一天赚1.47亿美元的亮眼业绩。\n与此同时，全球芯片大缺货，更是让台积电的订单成为硬通货：前不久，苹果一次性下单一亿片芯片后，台积电原材料供应商直接爆出猛料，台积电的订单已经满载到2024年。\n台积电取代腾讯成为亚洲股王的背后，不仅是两家企业市值的变化，同时，更是一场硬科技制造对互联网的逆袭。\n那么台积电究竟是如何在一个重资产、高人力成本投入，客户又极度强势的电子行业中，修炼出如今的股王地位？\n答案就藏在台积电崛起的三次历史机遇之中。\n\n1989年12月，刚成立两年的台积电就迎来三星掌门人李健熙的亲自挖墙脚。\n这一次，李健熙看上的，不是什么工艺负责人，也不是什么技术大牛，而是直接将目光锁定在了已经58岁的台积电创始人张忠谋的身上。\n李健熙之所以如此自信，与当时的行业发展背景有着很大的关系：当年的三星，已然是多个行业的霸主，把控韩国命脉的超级财阀；而芯片代工，在当时的行业地位，其实与如今中国台湾的另一个代工之王——富士康差不多：技术含量不高，竞争对手不少，都是位于制造业产业链价值分配“微笑曲线”的最底端，干着最累的活儿，赚最少的钱。\n\n更何况，当时的芯片制造还停留在亚微米阶段，芯片企业自己设计，自己制造，自己封测的IDM模式才是业界主流。当年的全球十大半导体公司，NEC、东芝、日立、摩托罗拉、德州仪器、富士通、三菱、英特尔、松下、飞利浦全部是典型的半导体IDM巨头。\n那么，有自己的工厂的IDM们，为什么要找初出茅庐，工艺甚至还不如自己的台积电来代工芯片？\n这是在拒绝了李健熙橄榄枝后，摆在高龄创业者——张忠谋面前的一个很现实的问题。\n不过很快，台积电就迎来了属于它的第一个时代机遇：PC崛起。\n1988年前后，在英特尔的带领下，全球的电子产业从传统的大型机时代进入PC时代。而全球的半导体产业的重心也开始逐渐从传统的DRAM存储开始向CPU、GPU为代表的数字芯片迈进。\n传统的DRAM存储芯片的轻设计重制造，因此IDM模式主导行业发展；而对数字芯片来说，芯片制造固然是头等大事，但随着芯片内晶体管的数量迈上百万台阶，背后所需的芯片设计投入，也越来越繁重。在精力有限的情况下，将设计与制造分离，已经成为迫在眉睫的大趋势。\n\n凭借着英特尔总裁格鲁夫与张忠谋的私人交情，英特尔直接派驻工程师入驻台积电，对当时制造工艺仅有二百多道环节的台积电，一口气指出了至少二百个工艺改进流程。\n要知道，当时的英特尔，正是顶级芯片制造的代名词。其正在的研发的80486芯片，不仅是全球最先使用1微米的制造工艺的，同时更是首次在一个芯片中突破了100万个晶体管集成，达到120万创举的高端芯片制造者。\n能被英特尔一对一辅导，台积电一举拿下了通往顶级芯片代工的第一张技术门票。\n拿到了这张门票后不久，1995年台积电又与刚成立两年的英伟达一拍即合，拿下了PC时代的另一张重要船票。\n此后十年间，台积电一边确立了与高通、美满电子等芯片设计企业的合作；另一边，还通过铜制程技术以及湿法光刻工艺技术的研发，在技术上独步全球，在2004年，占据了全球市场份额的半壁江山。\n只是，台积电没想到，另一个可能颠覆产业格局的风暴正在悄悄到来。\n\n成为PC芯片领域代工一哥不久后，苹果带着智能手机山呼海啸的袭来，只可惜，这一次的主角，一开始并不是台积电。\n2007年，乔布斯拿着初代iPhone在万众瞩目中官宣，被称为惊艳的跨时代产品。此后数年，每逢iPhone发布新机，世界各地的苹果零售店门前都会出现疯狂的果粉凌晨排队抢购的奇观。\n而iPhone封神的背后，也明明白白的昭示了一件事：智能机时代已经到来，只有拿下苹果，才能成为真正的芯片代工一哥。\n但是懂行的都知道，台上的乔布斯，表面看似是发布iPhone手机的“上帝”，但根本上，却只是大洋彼岸三星帝国的打工人。\n市调机构IHS，曾对历代iPhone的成本来源进行拆解发现，在还没出现双摄与浴霸摄像头的年代里，前几代iPhone的三大成本来源，分别是：处理器，屏幕以及存储。而一部iPhone手机中，这三项全部made by Samsung。\n三星提供的处理器与存储，自然是三星制造。而当年代工了全球几乎一半芯片的台积电，却只能默默羡慕的观望。\n但作为顶级的供应链制衡大师，苹果一定不会允许，让自己的竞争对手，同时把控着自己的三大命脉。\n于是，一边与三星蜜里调油，另一边，2010年苹果就悄悄与台积电搭上了线。为了双方能够合作得更顺畅，台积电还专门成立了一支由百余位跨部门的研发工程师组成的“one team”战队，驻扎美国苹果总部，一起快马加鞭搞秘密研发，企图彻底绕过三星的专利。\n研发初见进展后，苹果立刻在2011年闪电向三星提起16项侵权指控。而三星则反手又将苹果告上法庭，反诉苹果侵权，甚至要求美国禁售iPhone。\n苹果与三星鹬蚌相争，台积电渔翁得利。\n从2014年苹果的A8芯片起，台积电开始代工大部分苹果芯片，iPhone 7时代开始，台积电则完全垄断了所有苹果芯片的生产。合作延续至如今，苹果仍是台积电最大的客户，每年为台积电贡献了近20%的收入。\n至此，台积电正式确定了芯片代工的龙头地位。\n但只是给最厉害的客户打工，就能够成就如今的台积电吗？作为苹果最大的代工厂，富士康第一个不同意。\n\n同样是代工之王，台积电可以卡住全球客户的咽喉，而富士康却对苹果扶持竞争对手来抢生意无可奈何。\n截然不同的命运背后，其实早在赛道选择之时就已经埋下伏笔。\n以富士康为代表的电子产品组装，本质上是个只要召集了足够多工人，就能在流水线上24小时开工的低门槛行业。因此，做代工，二十年前，富士康在中国台湾面临着“台系代工五虎”——广达、仁宝、和硕、纬创、英业达抢生意；最近十年，富士康又面临着，曾经一手带大的大陆“小弟”立讯、歌尔、闻泰、比亚迪们，在自己的地盘疯狂抢生意。\n这种低技术含量、低门槛体现在财报中，就表现为富士康比剃须刀刀片还要薄的毛利之中：近十年，富士康为保住从未突破10%的毛利，一路将工厂从深圳搬到郑州，又从郑州拓展到越南……不断在人力成本的不同洼地之间辗转搬迁。\n与此形成鲜明对比的是，台积电对应的芯片代工是一个坐在摩尔定律车轮上滚滚向前的产业。在摩尔定律的主导下，集成电路上可容纳的元器件的数量每隔18至24个月就会增加一倍，相应的晶体管的尺寸也会不断缩小，半导体的制造难度也越来越高。\n体现在资本开支上，半导体行业从8英寸向12英寸升级的过程中，成本急剧上升：一座8英寸的晶圆厂造价视产能最低1亿，最高15亿美元，一般的企业咬咬牙还能顶上。而一座新的12英寸晶圆厂造价则高达25亿到30亿美金，足以将行业内大部分竞争对手甩在身后。\n不同的技术含量，也决定了不同的竞争格局。富士康越努力，竞争对手越多；而台积电一路走来，从0.18微米到3纳米独步天下，不仅竞争对手越来越少，就连曾经的老大哥英特尔、IBM也被甩在身后。\n\n对手越来越少，利润自然就越来越高，同处中国台湾，富士康全球设厂，毛利不足10%，一不留神，就被苹果用纬创、和硕以及立讯牵制；\n而坚持三十年只在中国台湾生产高阶制程产品的台积电，则可以常年维持在50%左右的毛利，而客户想要抢到台积电的最新产能，只是有钱还万万不够：2020年9月，台积电因美国制裁被迫断供华为后，高通、联发科这才有了替补华为，用上台积电最新5nm产能的机会。\n市场份额稳居第一，行业的资金门槛不断提升；技术的红利效应不断叠加……独孤求败的台积电，在芯片代工领域，已然奠定了其不可撼动的第一宝座。\n回顾历史，台积电能崛起成为代工之王，有三大原因：PC时代，有了半个英特尔与英伟达支持；手机时代被苹果选择，成为制衡三星的重要工具；此后数年，又坐在摩尔定律的车轮上，靠着技术与资本优势，将一众竞争对手远远甩在身后。\n只不过，台积电从“芯片代工之王”变成“股王”，还差最后一步：让市值排在台积电之前的互联网企业们，在资本市场跌落神坛。\n\n从年初至今，一边是台积电在史诗级的芯片大缺货中赚得盆满钵满，近期股价更是一跃成为亚洲股王。另一边，反观传统“股神”互联网，年初至今，腾讯从最高点暴跌45%；阿里至今跌幅超过30%；百度股价更在港交所上市至今跌幅超过45%。\n从芯片代工之王进阶亚洲股王背后，台积电离不开自身的努力，同时，更离不开历史的进程。\n而进程之外，更给我们一丝启示：做难而正确的事，越坚持越顺利。","news_type":1,"symbols_score_info":{"EWT":0.9,"TWmain":0.9,"03145":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":2542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813030505,"gmtCreate":1630112628807,"gmtModify":1676530226866,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088296979073510","idStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/813030505","repostId":"1187941678","repostType":4,"repost":{"id":"1187941678","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630110918,"share":"https://ttm.financial/m/news/1187941678?lang=en_US&edition=fundamental","pubTime":"2021-08-28 08:35","market":"hk","language":"zh","title":"Last Night This Morning: Powell's dovish Taper signal supports U.S. stock rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1187941678","media":"老虎资讯综合","summary":"摘要：年内何时Taper留悬念，标普纳指延续狂欢创新高；转会费1.9亿！C罗回归曼联，曼联股价暴涨近6%；汽车公司最大IPO要来了！特斯拉劲敌Rivian提交申请；美版花呗Affirm盘后涨逾35%。","content":"<p>Abstract: When will Taper leave suspense during the year, the S&P index continues to reach a new high in carnival; Transfer fee 190 million! Manchester United shares soar nearly 6% as Cristiano Ronaldo returns; Auto Company's Biggest IPO is Coming! Tesla arch-rival Rivian files; The American version of Huabei Affirm rose more than 35% after hours. Overseas markets</p><p><b>U.S. Stocks Closing: When Taper Leaves Suspense in the Year S&P Nasdaq Continues Carnival to Record High</b></p><p>In a speech at the annual meeting of global central banks in Jackson Hole, Federal Reserve Chairman Powell said that the Federal Reserve may start to reduce QE bond purchases this year, but \"the time and speed of starting to reduce bond purchases is not to directly release the signal of rate hike time\". Even if bond purchases are completely ended, it does not mean that rate hike will start immediately, warning of the risk of premature rate hike, and not giving any detailed timetable for reducing bond purchases.</p><p>While Powell reiterated that he would scale back his bond purchases during the year, this was already on the minutes released by the Fed. And he did not disclose the time and extent of reducing bond purchases, allowing investors to interpret his speech as \"dovish\". The three major U.S. stock indexes jumped in response.</p><p>The Dow rose 0.69%, the S&P 500 rose 0.88% to a new high, and the Nasdaq Composite rose 1.23% to a new high. The Dow rose 0.96% this week, the Nasdaq rose 2.82% this week, and the S&P 500 rose 1.52% this week.</p><p><b>Most of the popular Chinese stocks closed lower on Friday, Mushroom Street rose more than 11%</b></p><p>Most popular Chinese stocks closed lower on Friday,<a href=\"https://laohu8.com/S/BLCT\">Blue City Brothers</a>It fell by nearly 12%, new oxygen fell by nearly 11%,<a href=\"https://laohu8.com/S/VNET\">21Vianet</a>$Jiayin<a href=\"https://laohu8.com/S/KIM\">Jinke</a>(JFIN) $ fell more than 10%,<a href=\"https://laohu8.com/S/GDS\">GDS</a>It fell by nearly 10%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>fell more than 3%;<a href=\"https://laohu8.com/S/MOGU\">Mushroom Street</a>It rose by more than 11%, and once rose by nearly 30% before the market.</p><p><b>European stocks closed higher across the board, the pan-European Stoxx 600 index closed up 0.43%</b></p><p>The pan-European Stoxx 600 index closed up 2.00 points, or 0.43%, at 472.34. Among them, mining stocks led gains, rising 2%, while utilities shares bucked the market and fell 0.4%.</p><p><b>Crude Oil Closes Hurricane Hits Two major crude oil futures recorded their biggest weekly gains since June last year</b></p><p>U.S. oil production in the Gulf of Mexico decreased by 59 percent and natural gas production by 49 percent ahead of Tropical Storm Ida, U.S. regulators said.</p><p>Oil prices rebounded from the previous session's decline. U.S. WTI crude oil October crude oil futures rose 1.96%, and Brent October futures rose 2.29%. This week, U.S. oil rose by 10.62%, and Brent oil closed by 11.54%.</p><p><b>Weighing the impact of Powell's comments on gold returning to a nearly four-week high above $1,800</b></p><p>Investors Weigh Fed Chair Powell at Jackson Hole<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>According to the speech at the seminar, gold futures closed up 1.4%, returning to the key barrier of $1,800, hitting a new high in nearly four weeks.</p><p>International macro</p><p><b>Powell's speech is' middle-of-the-road': consolidating Taper expectations, vague wording weighs on the dollar</b></p><p>Jackson Hole annual meeting kicked off with Powell's speech on economic prospects. Although Powell consolidated the expectation of reducing QE during the year as expected and clearly suppressed the relevance of rate hike, the ambiguity left in the wording text weakened the US dollar.</p><p><b>Powell's \"empty\" speech convinced many local Fed officials to \"siege\" him</b></p><p>Kaplan and St. Louis Fed President Bullard once again reiterated their \"hawkish stance\" an hour before Powell's speech.</p><p>Dallas Fed President Kaplan said that the Fed should start the adjustment of asset purchases as soon as possible, and the reduction of bond purchases should be completed in about eight months.</p><p><b>White House Forecasts: U.S. Government Fiscal 2021 Budget Deficit to Reach $3.12 Trillion</b></p><p>The White House released a report predicting that if the budget deficit for this fiscal year is finally fixed at $3.12 trillion, this fiscal year will be the second-highest deficit in U.S. history, only down from last year's $3.129 trillion.</p><p><b>Spending Slows Revenue Growth, Fed's Favorite Inflation Metric Hits Another 30-Year High</b></p><p>According to the data of the U.S. Department of Commerce, the U.S. PCE price index rose by 4.2% year-on-year in July, compared with the previous value of 4% and the expected 4.1%. In July, the core PCE price index of the United States rose by 3.6% year-on-year, compared with the previous value of 3.5% and the expected 3.6%, the highest level in 30 years.</p><p><b>Robinhood's New Trouble: Being Targeted by the U.S. SEC</b></p><p>The $15 billion of fund returns raised last year won't be as high as the returns we've made in the last three crises. The whole world is in an environment of low returns, and it is very difficult to get high returns.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2162078768\" target=\"_blank\"><b>Transfer fee 190 million! Cristiano Ronaldo returns to Manchester UnitedManchester United shares soar nearly 6%</b></a></p><p>After a decade-plus absence, Cristiano Ronaldo has returned to what he calls \"home.\"<a href=\"https://laohu8.com/S/MANU\">Manchester United</a>Not only did fans cheer, but investors were also enthusiastic, pushing Manchester United's share price up. On August 28th, Beijing time, Manchester United's U.S. stocks closed up 5.79%, and their share price was reported at $18.28.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2162078900\" target=\"_blank\"><b>Auto Company's Biggest IPO Is Coming: $80 Billion! Tesla Rival Rivian Files Application</b></a><b></b></p><p>backrest<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Rivian, an electric vehicle startup, announced that it has secretly filed an IPO application with the U.S. Securities and Exchange Commission (SEC). The size and price range of the IPO have not been determined.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2162078003\" target=\"_blank\"><b>Jointly launching installment payment service \"American version of Huabei\" with Amazon Affirm surged more than 35% after hours</b></a></p><p>E-commerce giant<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(Amazon) announced that it will cooperate with Affirm, the \"American version of Huabei\", to provide users with installment payment options for the first time. After the news broke, Affirm's shares surged more than 40% after hours on Friday, only falling slightly as of press time. Amazon's share price has not changed significantly.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2162202473\" target=\"_blank\"><b>Musk makes fun of Bezos: Getting a full-time job after retirement sues SpaceX</b></a></p><p>According to reports,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Elon Musk made fun of Amazon founder Jeff Bezos today, saying that after Bezos retired, he found a new full-time job: suing SpaceX.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last Night This Morning: Powell's dovish Taper signal supports U.S. stock rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast Night This Morning: Powell's dovish Taper signal supports U.S. stock rally\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-28 08:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Abstract: When will Taper leave suspense during the year, the S&P index continues to reach a new high in carnival; Transfer fee 190 million! Manchester United shares soar nearly 6% as Cristiano Ronaldo returns; Auto Company's Biggest IPO is Coming! Tesla arch-rival Rivian files; The American version of Huabei Affirm rose more than 35% after hours. Overseas markets</p><p><b>U.S. Stocks Closing: When Taper Leaves Suspense in the Year S&P Nasdaq Continues Carnival to Record High</b></p><p>In a speech at the annual meeting of global central banks in Jackson Hole, Federal Reserve Chairman Powell said that the Federal Reserve may start to reduce QE bond purchases this year, but \"the time and speed of starting to reduce bond purchases is not to directly release the signal of rate hike time\". Even if bond purchases are completely ended, it does not mean that rate hike will start immediately, warning of the risk of premature rate hike, and not giving any detailed timetable for reducing bond purchases.</p><p>While Powell reiterated that he would scale back his bond purchases during the year, this was already on the minutes released by the Fed. And he did not disclose the time and extent of reducing bond purchases, allowing investors to interpret his speech as \"dovish\". The three major U.S. stock indexes jumped in response.</p><p>The Dow rose 0.69%, the S&P 500 rose 0.88% to a new high, and the Nasdaq Composite rose 1.23% to a new high. The Dow rose 0.96% this week, the Nasdaq rose 2.82% this week, and the S&P 500 rose 1.52% this week.</p><p><b>Most of the popular Chinese stocks closed lower on Friday, Mushroom Street rose more than 11%</b></p><p>Most popular Chinese stocks closed lower on Friday,<a href=\"https://laohu8.com/S/BLCT\">Blue City Brothers</a>It fell by nearly 12%, new oxygen fell by nearly 11%,<a href=\"https://laohu8.com/S/VNET\">21Vianet</a>$Jiayin<a href=\"https://laohu8.com/S/KIM\">Jinke</a>(JFIN) $ fell more than 10%,<a href=\"https://laohu8.com/S/GDS\">GDS</a>It fell by nearly 10%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>fell more than 3%;<a href=\"https://laohu8.com/S/MOGU\">Mushroom Street</a>It rose by more than 11%, and once rose by nearly 30% before the market.</p><p><b>European stocks closed higher across the board, the pan-European Stoxx 600 index closed up 0.43%</b></p><p>The pan-European Stoxx 600 index closed up 2.00 points, or 0.43%, at 472.34. Among them, mining stocks led gains, rising 2%, while utilities shares bucked the market and fell 0.4%.</p><p><b>Crude Oil Closes Hurricane Hits Two major crude oil futures recorded their biggest weekly gains since June last year</b></p><p>U.S. oil production in the Gulf of Mexico decreased by 59 percent and natural gas production by 49 percent ahead of Tropical Storm Ida, U.S. regulators said.</p><p>Oil prices rebounded from the previous session's decline. U.S. WTI crude oil October crude oil futures rose 1.96%, and Brent October futures rose 2.29%. This week, U.S. oil rose by 10.62%, and Brent oil closed by 11.54%.</p><p><b>Weighing the impact of Powell's comments on gold returning to a nearly four-week high above $1,800</b></p><p>Investors Weigh Fed Chair Powell at Jackson Hole<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>According to the speech at the seminar, gold futures closed up 1.4%, returning to the key barrier of $1,800, hitting a new high in nearly four weeks.</p><p>International macro</p><p><b>Powell's speech is' middle-of-the-road': consolidating Taper expectations, vague wording weighs on the dollar</b></p><p>Jackson Hole annual meeting kicked off with Powell's speech on economic prospects. Although Powell consolidated the expectation of reducing QE during the year as expected and clearly suppressed the relevance of rate hike, the ambiguity left in the wording text weakened the US dollar.</p><p><b>Powell's \"empty\" speech convinced many local Fed officials to \"siege\" him</b></p><p>Kaplan and St. Louis Fed President Bullard once again reiterated their \"hawkish stance\" an hour before Powell's speech.</p><p>Dallas Fed President Kaplan said that the Fed should start the adjustment of asset purchases as soon as possible, and the reduction of bond purchases should be completed in about eight months.</p><p><b>White House Forecasts: U.S. Government Fiscal 2021 Budget Deficit to Reach $3.12 Trillion</b></p><p>The White House released a report predicting that if the budget deficit for this fiscal year is finally fixed at $3.12 trillion, this fiscal year will be the second-highest deficit in U.S. history, only down from last year's $3.129 trillion.</p><p><b>Spending Slows Revenue Growth, Fed's Favorite Inflation Metric Hits Another 30-Year High</b></p><p>According to the data of the U.S. Department of Commerce, the U.S. PCE price index rose by 4.2% year-on-year in July, compared with the previous value of 4% and the expected 4.1%. In July, the core PCE price index of the United States rose by 3.6% year-on-year, compared with the previous value of 3.5% and the expected 3.6%, the highest level in 30 years.</p><p><b>Robinhood's New Trouble: Being Targeted by the U.S. SEC</b></p><p>The $15 billion of fund returns raised last year won't be as high as the returns we've made in the last three crises. The whole world is in an environment of low returns, and it is very difficult to get high returns.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2162078768\" target=\"_blank\"><b>Transfer fee 190 million! Cristiano Ronaldo returns to Manchester UnitedManchester United shares soar nearly 6%</b></a></p><p>After a decade-plus absence, Cristiano Ronaldo has returned to what he calls \"home.\"<a href=\"https://laohu8.com/S/MANU\">Manchester United</a>Not only did fans cheer, but investors were also enthusiastic, pushing Manchester United's share price up. On August 28th, Beijing time, Manchester United's U.S. stocks closed up 5.79%, and their share price was reported at $18.28.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2162078900\" target=\"_blank\"><b>Auto Company's Biggest IPO Is Coming: $80 Billion! Tesla Rival Rivian Files Application</b></a><b></b></p><p>backrest<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Rivian, an electric vehicle startup, announced that it has secretly filed an IPO application with the U.S. Securities and Exchange Commission (SEC). The size and price range of the IPO have not been determined.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2162078003\" target=\"_blank\"><b>Jointly launching installment payment service \"American version of Huabei\" with Amazon Affirm surged more than 35% after hours</b></a></p><p>E-commerce giant<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(Amazon) announced that it will cooperate with Affirm, the \"American version of Huabei\", to provide users with installment payment options for the first time. After the news broke, Affirm's shares surged more than 40% after hours on Friday, only falling slightly as of press time. Amazon's share price has not changed significantly.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2162202473\" target=\"_blank\"><b>Musk makes fun of Bezos: Getting a full-time job after retirement sues SpaceX</b></a></p><p>According to reports,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Elon Musk made fun of Amazon founder Jeff Bezos today, saying that after Bezos retired, he found a new full-time job: suing SpaceX.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"161125":"标普500","PSQ":"做空纳斯达克100指数ETF-ProShares","DOG":"道指ETF-ProShares做空","OEX":"标普100","IVV":"标普500ETF-iShares","SDOW":"三倍做空道指30ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","QNETCN":"纳斯达克中美互联网老虎指数","SDS":"两倍做空标普500 ETF-ProShares","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","QLD":"2倍做多纳斯达克100指数ETF-ProShares",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF-ProShares","TTTN":"老虎中美互联网巨头ETF","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187941678","content_text":"摘要：年内何时Taper留悬念，标普纳指延续狂欢创新高；转会费1.9亿！C罗回归曼联，曼联股价暴涨近6%；汽车公司最大IPO要来了！特斯拉劲敌Rivian提交申请；美版花呗Affirm盘后涨逾35%。\n\n海外市场\n美股收盘：年内何时Taper留悬念 标普纳指延续狂欢创新高\n美联储主席鲍威尔在杰克逊霍尔全球央行年会上发表讲话称，今年内联储可能开始缩减QE购债，但“开启缩减购债的时间和速度并不是要直接释放加息时间的信号”，即使彻底结束购债也不代表马上就开始加息，警告过早加息的风险，并未给出任何缩减购债的详细时间表。\n虽然鲍威尔重申将于年内缩减债券购买规模，但这早已出现在美联储公布的会议纪要上。并且他不透露缩减购债的时间和程度的行为，让投资者将他的讲话解读为“鸽派”。美股三大指数应声跳涨。\n道琼斯指数涨0.69%，标普500指数涨0.88%创下新高，纳斯达克综合指数涨1.23%也创下新高。道指本周累涨0.96%，纳指本周累涨2.82%，标普500指数本周累涨1.52%。\n热门中概股周五收盘多数走低 蘑菇街涨超11%\n热门中概股周五收盘多数走低，蓝城兄弟跌近12%，新氧跌近11%，世纪互联、$嘉银金科(JFIN)$跌超10%，万国数据跌近10%，阿里巴巴跌超3%；蘑菇街涨超11%，盘前一度涨近30%。\n欧洲股市全线收高 泛欧斯托克600指数收涨0.43%\n泛欧斯托克600指数收涨2.00点，涨幅0.43%，报472.34点。其中矿业类股领涨，涨幅2%，公用事业类股逆市下跌0.4%。\n原油收盘飓风来袭 两大原油期货录得去年6月以来最大单周涨幅\n美国监管机构表示，在热带风暴艾达来临之前，美国墨西哥湾石油产量减少59%，天然气产量减少49%。\n油价自此前交易日的跌势中反弹。美国WTI原油10月原油期货涨1.96%，布伦特10月期货涨幅2.29%。本周，美油累计上涨10.62%，布油累计收涨11.54%。\n权衡鲍威尔言论影响 黄金重回1800美元上方创近四周新高\n投资者权衡美联储主席鲍威尔在杰克逊霍尔中央银行家研讨会上的讲话，黄金期货震荡收涨1.4%，重回1800美元关键关口上方，创近四周新高。\n国际宏观\n鲍威尔讲话“中规中矩”：巩固Taper预期 模糊措辞令美元承压\n杰克逊霍尔年会在鲍威尔有关经济前景的讲话中拉开帷幕，虽然鲍威尔如预期般巩固了年内缩减QE的预期且明确打压加息关联性，但措辞文本中留下的模糊地带令美元承压走弱。\n鲍威尔“空洞”讲话难服众 多位美联储地方官员对其展开“围攻”\n卡普兰和圣路易斯联储主席布拉德在鲍威尔讲话前一个小时，再次重申他们的“鹰派立场”。\n达拉斯联储主席卡普兰称，美联储应该尽快开始资产购买调整，缩减购债规模应该在大约8个月的时间内完成。\n白宫预测：美国政府2021财年预算赤字将达到3.12万亿美元\n美国白宫发布一份报告预测称，如果本财年的预算赤字最终定格在3.12万亿美元，本财年将成为美国历史上赤字第二高的一年，仅低于去年的3.129万亿美元。\n支出放缓收入增长，美联储最爱通胀指标再创30年来新高\n根据美国商务部数据，美国7月PCE物价指数同比升4.2%，前值为4%，预期为4.1%。美国7月核心PCE物价指数同比升3.6%，前值为3.5%，预期为3.6%，再创30年来最高水平。\nRobinhood们的新麻烦：被美国SEC盯上了\n去年筹集的150亿美元基金回报率不会像我们在过去三次危机中所取得的回报那么高。整个世界都处在低回报的环境中，要获取高收益十分困难。\n公司新闻\n1、转会费1.9亿！C罗回归曼联 曼联股价暴涨近6%\n阔别10余年之后，克里斯蒂亚诺·罗纳尔多回到了被他称为“家”的曼联，不仅让球迷欢呼雀跃，投资者也热情高涨，推动曼联股价上涨。北京时间8月28日，曼联美股收盘大涨5.79%，股价报18.28美元。\n2、汽车公司最大IPO要来了：800亿美元！特斯拉劲敌Rivian提交申请\n背靠亚马逊的电动汽车初创公司Rivian宣布已经向美国证券交易委员会（SEC）秘密递交IPO申请。IPO的规模和价格范围还没有确定。\n3、与亚马逊联合推出分期付款服务 “美版花呗”Affirm盘后大涨逾35%\n电商巨头亚马逊（Amazon）宣布，将与“美版花呗”Affirm合作，首次为用户提供分期付款选项。该消息传出后，Affirm的股价周五盘后一度飙升逾40%，截至发稿仅小幅回落。亚马逊的股价则未有明显变化。\n4、马斯克拿贝索斯开涮：退休后又有了全职工作 起诉SpaceX\n据报道，特斯拉CEO埃隆·马斯克（Elon Musk）今日拿亚马逊创始人杰夫·贝索斯（Jeff Bezos）开涮，称贝索斯退休后，又找到了新的全职工作：起诉SpaceX。","news_type":1,"symbols_score_info":{"161125":0.9,"DOG":0.9,"PSQ":0.9,"SDOW":0.9,"QLD":0.9,".IXIC":0.9,"TQQQ":0.9,"QNETCN":0.9,".DJI":0.9,"ESmain":0.9,"DDM":0.9,"OEF":0.9,"SQQQ":0.9,"SPXU":0.9,"NQmain":0.9,"SDS":0.9,"OEX":0.9,"MNQmain":0.9,".SPX":0.9,"SPY":0.9,"IVV":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":3852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837778680,"gmtCreate":1629932405740,"gmtModify":1676530173327,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088296979073510","idStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837778680","repostId":"1161874729","repostType":4,"repost":{"id":"1161874729","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629901306,"share":"https://ttm.financial/m/news/1161874729?lang=en_US&edition=fundamental","pubTime":"2021-08-25 22:21","market":"us","language":"zh","title":"BofA raises Pinduoduo price target to $148, bullish on its long-term earnings outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=1161874729","media":"老虎资讯综合","summary":"8月25日，美银将拼多多目标价上调至148美元，较周二99.12美元的收盘价有49％的潜在升幅，看好其长期盈利前景。\n中概股今日集体回调，拼多多现跌超1%，报97.5美元。","content":"<p>On August 25, Bank of America will<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>The price target is raised to $148, a 49% potential increase from Tuesday's close of $99.12, and is bullish on its long-term earnings prospects.</p><p>Chinese stocks collectively pulled back today, and Pinduoduo now fell by more than 1% to $97.5.</p><p><img src=\"https://static.tigerbbs.com/d8e54f39c6b75b2fe9df5d5fde563b86\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BofA raises Pinduoduo price target to $148, bullish on its long-term earnings outlook</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBofA raises Pinduoduo price target to $148, bullish on its long-term earnings outlook\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-25 22:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On August 25, Bank of America will<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>The price target is raised to $148, a 49% potential increase from Tuesday's close of $99.12, and is bullish on its long-term earnings prospects.</p><p>Chinese stocks collectively pulled back today, and Pinduoduo now fell by more than 1% to $97.5.</p><p><img src=\"https://static.tigerbbs.com/d8e54f39c6b75b2fe9df5d5fde563b86\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"PDD":"拼多多"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161874729","content_text":"8月25日，美银将拼多多目标价上调至148美元，较周二99.12美元的收盘价有49％的潜在升幅，看好其长期盈利前景。\n中概股今日集体回调，拼多多现跌超1%，报97.5美元。","news_type":1,"symbols_score_info":{"PDD":0.9}},"isVote":1,"tweetType":1,"viewCount":2694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839821712,"gmtCreate":1629151118636,"gmtModify":1676529943840,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088296979073510","idStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/839821712","repostId":"1154038218","repostType":4,"repost":{"id":"1154038218","kind":"news","pubTimestamp":1629126355,"share":"https://ttm.financial/m/news/1154038218?lang=en_US&edition=fundamental","pubTime":"2021-08-16 23:05","market":"us","language":"zh","title":"Taper schedule coming? UBS: Most likely to start in December","url":"https://stock-news.laohu8.com/highlight/detail?id=1154038218","media":"华尔街见闻","summary":"美国的缩减购债计划（taper）正在越来越快地提上日程。","content":"<p>Author: Yu Xudong</p><p>The US taper program (taper) is getting on the agenda faster and faster.</p><p>Earlier, some analysts pointed out that if the economy continues to recover, Fed officials will open taper in about three months, and some of them are still pushing for the plan to end taper by the middle of next year.</p><p>In some recent interviews and official statements, some have argued for having the Fed set a timeline that includes specific implementation plans for taper and rate hike.</p><p>UBS believes,<b>The Fed is most likely to taper in December and will complete the taper path in 12 months</b>。 In addition, UBS also said,<b><b>Instead of speculating on the taper timing, focus on the taper section</b></b><b>playing</b>。</p><p>Through the speeches of Fed officials, we can also roughly see a vague portrait of taper's rhythm:<b>Announce the opening of taper from September to early next year, and end taper from March to mid-year next year</b>。</p><p>In terms of numbers, Fed officials believe it should<b>Reduce Treasury Bond purchases by $10-20 billion and mortgage-backed securities purchases by $5-10 billion per month</b>。</p><p>UBS: December Most Likely taper, Most Important Is Rhythm</p><p>UBS said in a recent report that it is very unlikely to delay the announcement of taper until 2022,<b>The Fed is most likely to announce taper in December 2021, but it can't rule out a November announcement</b>。</p><p>The key issue right now is not the taper date, but the pace and schedule, which they expect the Fed to complete within 12 months, UBS said in the report. The biggest problem facing the market right now-Taper will have multiple blocks.</p><p>UBS expects,<b>At each interest rate meeting from December 2021 to November 2022, the Fed will reduce asset purchases by $15 billion</b>。</p><p>What do Fed officials say about the taper time node</p><p>The Federal Reserve first proposed in December last year that it would continue its bond purchase program and maintain its average inflation target of 2% until it made substantial progress on its strong employment target.</p><p>At the interest rate meeting in July, the Fed mainly discussed two issues: when to start cutting the purchase of $80 billion in Treasury Bond and $40 billion in mortgage-backed securities a month, and how fast taper will be. The Fed will release minutes of the meeting on Wednesday, which will provide further clues about taper.</p><p>The specific implementation path details of taper are important for financial markets because Fed officials have said they would prefer to end taper before raising interest rates from near zero, so taper and rate hike are tied.</p><p>At the June interest rate meeting, 13 of the 18 Fed officials expected them to rate hike by the end of 2023; There are seven projected rate hike by the end of 2022.</p><p>Fed Chair Powell said at a July 28 news conference that the Fed \"is still a long way from considering rate hike. But the recent strong nonfarm payrolls report has<b>Strengthens the case for the Fed's intention to announce taper at its next interest rate meeting on Sept. 21-22</b>。 In addition, Powell also said that taper is no longer in sight.</p><p>Chicago Fed President Evans said at a virtual roundtable with reporters last week: \"We expect to see a point where the economy has substantial progress, but it may be<b>Later this year</b>。”</p><p>But Evans did not say how long he thinks it will take for the Fed to stop taper. He expects inflation to fall back to 2% by the end of next year, which would reduce the urgency of removing monetary stimulus measures. He also said a faster taper could be the right path if others are more confident that inflation will stay higher.</p><p>Boston Fed President Glenn said in an interview that he expects<b>Sufficient job growth will be achieved by the point of September 21-22 to meet taper's criteria</b>。 He said in an interview last week that taper will likely happen sometime this fall, depending on the Delta variant and other Covid variants not significantly weakening the labor market.<b>If the strong growth of the economy continues, they will finish taper by the middle of next year.</b></p><p>But there are some Fed officials who argue for more patience. Fed Gov. Brainard said last month she wanted to look at September jobs numbers before making a decision, which won't be released until early October, which would delay any taper plans,<b>Until the Federal Reserve's Nov. 2-3 interest rate meeting</b>。</p><p>San Francisco Fed President Daly said in an interview last week that she believes current economic conditions should support<b>Start taper later this year or next</b>。 She also said the labor market is getting stronger, but it is too early to say how taper should be, and these things have not been decided.</p><p>What exactly should the amount of taper be? Fed officials say this</p><p>As for the exact amount of taper, Boston Fed President Rosenger thinks<b>The same amount of bond purchases should be reduced each month</b>。 Since the Fed is buying twice as many Treasury Bond as mortgage-backed securities, this will result in<b>Collateralized bond purchases end half as long as U.S. Treasury Bond purchases</b>。</p><p>Dallas Fed President Kaplan says he approves<b>Reduce purchases of both bonds over eight months, or reduce U.S. Treasury Bond by $10 billion and mortgage-backed securities by $5 billion a month</b>。 In his opinion, this is the most prudent thing to do: start as soon as possible, step by step.</p><p>By reducing asset purchases earlier, it could give the Fed more flexibility and patience in how it adjusts its Federal Funds rate in the future, Mr. Kaplan said.</p><p>Bullard said he hoped<b>Start taper in October and end the program by March, reducing U.S. Treasury Bond purchases by $20 billion and mortgage-backed securities purchases by $10 billion a month</b>。 And Federal Reserve Governor Waller also expressed a similar view.</p><p>Bullard said in an interview last week that he thinks doing so will give the Fed more flexibility in deciding whether to have a rate hike later next year. And he doesn't want to rate hike too quickly because it can be very disruptive. \"</p><p>Compared with 2013, what kind of rhythm should taper have?</p><p>After 2013, the Fed's taper pace was very slow, and it took 10 months to gradually end the taper process.</p><p>But at that time, the macro environment faced by the Fed was not the same. At that time, the economy was weak, unemployment was rising, and inflation was low, almost the opposite of what it is now.</p><p>Faced with such an environment, the Federal Reserve at that time certainly had reasons to be cautious. After all, after Ben Bernanke, the then chairman of the Federal Reserve, hinted at taper, the yield of long-term Treasury Bond in the United States soared, and the market panicked, which also shocked the Federal Reserve and the market. Finally, that panic was called \"taper Panic\".</p><p>But the Fed is actually happier now than it was then: the economy is growing rapidly, the unemployment rate is much lower than it was then (5.4% in July), and inflation is much higher. Although the Federal Reserve has started to discuss taper, U.S. bond yields have been slow to rise.</p><p>So if the Fed is still playing at the pace of 2013, the taper speed and intensity this time, could be much faster and much stronger than it was then.</p>","source":"highlight_wallstreetcn","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>Taper schedule coming? UBS: Most likely to start in December</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaper schedule coming? UBS: Most likely to start in December\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-16 23:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Yu Xudong</p><p>The US taper program (taper) is getting on the agenda faster and faster.</p><p>Earlier, some analysts pointed out that if the economy continues to recover, Fed officials will open taper in about three months, and some of them are still pushing for the plan to end taper by the middle of next year.</p><p>In some recent interviews and official statements, some have argued for having the Fed set a timeline that includes specific implementation plans for taper and rate hike.</p><p>UBS believes,<b>The Fed is most likely to taper in December and will complete the taper path in 12 months</b>。 In addition, UBS also said,<b><b>Instead of speculating on the taper timing, focus on the taper section</b></b><b>playing</b>。</p><p>Through the speeches of Fed officials, we can also roughly see a vague portrait of taper's rhythm:<b>Announce the opening of taper from September to early next year, and end taper from March to mid-year next year</b>。</p><p>In terms of numbers, Fed officials believe it should<b>Reduce Treasury Bond purchases by $10-20 billion and mortgage-backed securities purchases by $5-10 billion per month</b>。</p><p>UBS: December Most Likely taper, Most Important Is Rhythm</p><p>UBS said in a recent report that it is very unlikely to delay the announcement of taper until 2022,<b>The Fed is most likely to announce taper in December 2021, but it can't rule out a November announcement</b>。</p><p>The key issue right now is not the taper date, but the pace and schedule, which they expect the Fed to complete within 12 months, UBS said in the report. The biggest problem facing the market right now-Taper will have multiple blocks.</p><p>UBS expects,<b>At each interest rate meeting from December 2021 to November 2022, the Fed will reduce asset purchases by $15 billion</b>。</p><p>What do Fed officials say about the taper time node</p><p>The Federal Reserve first proposed in December last year that it would continue its bond purchase program and maintain its average inflation target of 2% until it made substantial progress on its strong employment target.</p><p>At the interest rate meeting in July, the Fed mainly discussed two issues: when to start cutting the purchase of $80 billion in Treasury Bond and $40 billion in mortgage-backed securities a month, and how fast taper will be. The Fed will release minutes of the meeting on Wednesday, which will provide further clues about taper.</p><p>The specific implementation path details of taper are important for financial markets because Fed officials have said they would prefer to end taper before raising interest rates from near zero, so taper and rate hike are tied.</p><p>At the June interest rate meeting, 13 of the 18 Fed officials expected them to rate hike by the end of 2023; There are seven projected rate hike by the end of 2022.</p><p>Fed Chair Powell said at a July 28 news conference that the Fed \"is still a long way from considering rate hike. But the recent strong nonfarm payrolls report has<b>Strengthens the case for the Fed's intention to announce taper at its next interest rate meeting on Sept. 21-22</b>。 In addition, Powell also said that taper is no longer in sight.</p><p>Chicago Fed President Evans said at a virtual roundtable with reporters last week: \"We expect to see a point where the economy has substantial progress, but it may be<b>Later this year</b>。”</p><p>But Evans did not say how long he thinks it will take for the Fed to stop taper. He expects inflation to fall back to 2% by the end of next year, which would reduce the urgency of removing monetary stimulus measures. He also said a faster taper could be the right path if others are more confident that inflation will stay higher.</p><p>Boston Fed President Glenn said in an interview that he expects<b>Sufficient job growth will be achieved by the point of September 21-22 to meet taper's criteria</b>。 He said in an interview last week that taper will likely happen sometime this fall, depending on the Delta variant and other Covid variants not significantly weakening the labor market.<b>If the strong growth of the economy continues, they will finish taper by the middle of next year.</b></p><p>But there are some Fed officials who argue for more patience. Fed Gov. Brainard said last month she wanted to look at September jobs numbers before making a decision, which won't be released until early October, which would delay any taper plans,<b>Until the Federal Reserve's Nov. 2-3 interest rate meeting</b>。</p><p>San Francisco Fed President Daly said in an interview last week that she believes current economic conditions should support<b>Start taper later this year or next</b>。 She also said the labor market is getting stronger, but it is too early to say how taper should be, and these things have not been decided.</p><p>What exactly should the amount of taper be? Fed officials say this</p><p>As for the exact amount of taper, Boston Fed President Rosenger thinks<b>The same amount of bond purchases should be reduced each month</b>。 Since the Fed is buying twice as many Treasury Bond as mortgage-backed securities, this will result in<b>Collateralized bond purchases end half as long as U.S. Treasury Bond purchases</b>。</p><p>Dallas Fed President Kaplan says he approves<b>Reduce purchases of both bonds over eight months, or reduce U.S. Treasury Bond by $10 billion and mortgage-backed securities by $5 billion a month</b>。 In his opinion, this is the most prudent thing to do: start as soon as possible, step by step.</p><p>By reducing asset purchases earlier, it could give the Fed more flexibility and patience in how it adjusts its Federal Funds rate in the future, Mr. Kaplan said.</p><p>Bullard said he hoped<b>Start taper in October and end the program by March, reducing U.S. Treasury Bond purchases by $20 billion and mortgage-backed securities purchases by $10 billion a month</b>。 And Federal Reserve Governor Waller also expressed a similar view.</p><p>Bullard said in an interview last week that he thinks doing so will give the Fed more flexibility in deciding whether to have a rate hike later next year. And he doesn't want to rate hike too quickly because it can be very disruptive. \"</p><p>Compared with 2013, what kind of rhythm should taper have?</p><p>After 2013, the Fed's taper pace was very slow, and it took 10 months to gradually end the taper process.</p><p>But at that time, the macro environment faced by the Fed was not the same. At that time, the economy was weak, unemployment was rising, and inflation was low, almost the opposite of what it is now.</p><p>Faced with such an environment, the Federal Reserve at that time certainly had reasons to be cautious. After all, after Ben Bernanke, the then chairman of the Federal Reserve, hinted at taper, the yield of long-term Treasury Bond in the United States soared, and the market panicked, which also shocked the Federal Reserve and the market. Finally, that panic was called \"taper Panic\".</p><p>But the Fed is actually happier now than it was then: the economy is growing rapidly, the unemployment rate is much lower than it was then (5.4% in July), and inflation is much higher. Although the Federal Reserve has started to discuss taper, U.S. bond yields have been slow to rise.</p><p>So if the Fed is still playing at the pace of 2013, the taper speed and intensity this time, could be much faster and much stronger than it was then.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3638079\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3638079","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1154038218","content_text":"作者：于旭东\n美国的缩减购债计划（taper）正在越来越快地提上日程。\n此前有分析人士指出，如果经济持续复苏，美联储官员将在大约3个月内开启taper，其中一些官员还在推动在明年年中时结束taper的计划。\n在最近的一些采访和官方声明中，一些人主张让美联储制定一个时间表，其中包括taper和加息的具体实施计划。\n瑞银认为，美联储最有可能在12月taper，并将在12个月内完成taper路径。此外瑞银还表示，与其猜测taper时点，不如关注taper节奏。\n通过美联储官员的讲话，也大致可以看到一个关于taper节奏的模糊画像：9月至明年初宣布开启taper，并于明年3月至年中前结束taper。\n在数量上，美联储官员们认为应该每月减少100-200亿美元的国债购买量和50-100亿美元的抵押贷款支持证券购买量。\n瑞银：12月最可能taper，最重要的是节奏\n瑞银在最近的一份报告里表示，把宣布taper拖到2022年的可能性很低，美联储最有可能在2021年12月宣布taper，但也不能排除11月宣布。\n瑞银在报告中表示，目前的关键问题不是taper日期，而是节奏和进度，他们预计美联储将在12个月内完成。目前市场面临的最大问题是——taper将会有多块。\n瑞银预计，在2021年12月至2022年11月的每次议息会议上，美联储将会减少150亿美元的资产购买。\n对于taper时间节点，美联储官员是怎么表态的\n美联储去年12月曾首次提出，将继续施行购债计划，并维持2%的平均通胀目标，直到在强劲的就业目标上取得实质性的进展。\n而在7月的议息会议上，美联储主要讨论了两个问题：何时开始削减每月800亿美元的国债和400亿美元的抵押贷款支持证券的购买量，以及taper的速度有多快。美联储将于周三公布会议纪要，这将会提供有关taper的进一步线索。\ntaper的具体实施路径细节对于金融市场非常重要，因为美联储官员曾表示，他们更愿意在将利率从接近于零的水平上调之前结束taper，因此taper和加息息息相关。\n在6月的议息会议上，18位美联储官员中有13位预计他们将在2023年底前加息；有7位预计到2022年底加息。\n美联储主席鲍威尔在7月28日的新闻发布会上表示，美联储“距离考虑加息还有一段距离。但最近强劲的非农就业报告却加强了美联储在9月21-22日的下一次议息会议上宣布taper的意图的理由。此外，鲍威尔而还表示，taper不再遥遥无期。\n芝加哥联储主席埃文斯上周在与记者的虚拟圆桌会议上表示：“预计我们将看到经济具备实质性进展的点，但可能在今年晚些时候。”\n但埃文斯没有说明他认为美联储需要多长时间停止taper。他预计到明年年底通胀率将回落至2%，这将减少取消货币刺激措施的紧迫性。他还表示，如果其他人更有信心认为通胀会持续走高，那么更快的taper可能是正确的道路。\n波士顿联储主席格伦在接受采访时表示，他预计到9月21-22日的时点将实现足够的就业增长，以满足taper的标准。他在上周接受采访时表示，今年秋天的某个时候将可能taper，这取决于德尔塔变体和其他新冠变体不会大幅削弱劳动力市场。如果经济的强劲增长继续下去，他们们将在明年年中之前完成taper。\n但也有一些美联储官员主张要有更多的耐心。美联储理事布雷纳德上个月表示，她希望在做出决定之前先看看9月份的就业数据，而该数据要到10月初才能公布，这将推迟任何taper计划，直到美联储11月2-3日的议息会议之前。\n旧金山联储主席戴利上周在接受采访时表示，她认为目前的经济状况应该支持在今年晚些时候或明年开始taper。她还说劳动力市场越来越强劲，但现在说应该如何taper还为时过早，这些事情还没有决定。\ntaper的具体数量该有多少？美联储官员这样说\n至于taper的具体数额，波士顿联储主席罗森格认为每月应该减少等量的债券购买。由于美联储购买的国债的数量是抵押贷款支持证券的两倍，这将导致抵押债券购买的结束时间是美国国债购买的一半。\n达拉斯联储主席卡普兰表示，他赞成在8个月内减少对这两种债券的购买，或者每月减少100亿美元的美国国债和50亿美元的抵押贷款支持证券。在他看来，这是最谨慎的做法：尽快开始，循序渐进。\n卡普兰先生表示，通过更早地减少资产购买，可能会让美联储在未来如何调整联邦基金利率方面更加灵活和更有耐心。\n布拉德表示，他希望在10月开始taper并在3月之前结束该计划，每月减少200亿美元的美国国债购买量和100亿美元的抵押贷款支持证券购买量。而美联储理事沃勒也表达了类似的观点。\n布拉德上周在接受采访时表示，他认为这样做将使美联储在决定明年晚些时候是否加息时具有更大的灵活性。并且他不想太快加息，因为这可能会非常具有破坏性。 ”\n对比2013，taper该有怎样的节奏？\n2013年之后，美联储的taper节奏非常缓慢，在10个月内才逐渐结束taper进程。\n但在当时，美联储面临的宏观环境不可同日而语。在那时，经济疲软，失业率上升，通胀很低，几乎是目前的反面。\n面对这样的环境，当时的美联储当然有谨慎的理由，毕竟在当时的美联储主席伯南克暗示taper后，美国长期国债收益率飙升，市场较为恐慌，这也让美联储和市场所震惊，最终那场恐慌被称为“taper恐慌”。\n但现在美联储相比那时其实是幸福的：经济增长迅速，失业率也比那时低很多（7月为5.4%），而通胀却高很多。尽管美联储已经开始讨论taper，但是美债收益率却迟迟上不去。\n因此，如果美联储还按照2013年的节奏行事，这次的taper速度和强度，可能会比那时快得多和强得多。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894833285,"gmtCreate":1628815502247,"gmtModify":1676529862544,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088296979073510","idStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/894833285","repostId":"1160603020","repostType":4,"isVote":1,"tweetType":1,"viewCount":3104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898072026,"gmtCreate":1628465988265,"gmtModify":1703506367273,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088296979073510","idStr":"4088296979073510"},"themes":[],"htmlText":"？","listText":"？","text":"？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898072026","repostId":"1104436912","repostType":4,"repost":{"id":"1104436912","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628393732,"share":"https://ttm.financial/m/news/1104436912?lang=en_US&edition=fundamental","pubTime":"2021-08-08 11:35","market":"hk","language":"zh","title":"Tencent Microvision is about to drastically reduce staff, and a large number of external investments have stopped","url":"https://stock-news.laohu8.com/highlight/detail?id=1104436912","media":"老虎资讯综合","summary":"8月8日讯，腾讯微视正在进行大规模人员优化，员工裁减比例接近70%。其中部分员工被辞退，部分员工被要求活水（内部职位调岗），部分团队合将并入其它部门。\n此外，因为保持最低限度运营的需求，微视的绝大部分","content":"<p>August 8th news,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Weishi is undergoing large-scale staffing optimization, and the staff reduction ratio is close to 70%. Some of these employees were dismissed, some employees were required to live (internal positions were transferred), and some teams will be merged into other departments.</p><p>In addition, because of the need to maintain minimum operation, most of Microvision's external investment has also been stopped. \"Internally, it means that we won't continue to invest, unless there are still unconsumed projects,\" said an internal backbone of Weishi. Tencent Weishi is Tencent's short video creation platform and sharing community. In September 2020, Weishi DAU officially exceeded 40 million. (Jiemian News)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tencent Microvision is about to drastically reduce staff, and a large number of external investments have stopped</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTencent Microvision is about to drastically reduce staff, and a large number of external investments have stopped\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-08 11:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>August 8th news,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Weishi is undergoing large-scale staffing optimization, and the staff reduction ratio is close to 70%. Some of these employees were dismissed, some employees were required to live (internal positions were transferred), and some teams will be merged into other departments.</p><p>In addition, because of the need to maintain minimum operation, most of Microvision's external investment has also been stopped. \"Internally, it means that we won't continue to invest, unless there are still unconsumed projects,\" said an internal backbone of Weishi. Tencent Weishi is Tencent's short video creation platform and sharing community. In September 2020, Weishi DAU officially exceeded 40 million. (Jiemian News)</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104436912","content_text":"8月8日讯，腾讯微视正在进行大规模人员优化，员工裁减比例接近70%。其中部分员工被辞退，部分员工被要求活水（内部职位调岗），部分团队合将并入其它部门。\n此外，因为保持最低限度运营的需求，微视的绝大部分对外投放也已经停止。“内部的意思是不继续投入了，除非还有没消耗完的项目”，微视内部一位基干表示。腾讯微视是腾讯旗下短视频创作平台与分享社区，2020年9月，微视DAU正式超过4000万。 (界面新闻)","news_type":1,"symbols_score_info":{"QNETCN":0.9,"TCEHY":0.9,"00700":0.9}},"isVote":1,"tweetType":1,"viewCount":2415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":813030505,"gmtCreate":1630112628807,"gmtModify":1676530226866,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088296979073510","authorIdStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/813030505","repostId":"1187941678","repostType":4,"repost":{"id":"1187941678","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630110918,"share":"https://ttm.financial/m/news/1187941678?lang=en_US&edition=fundamental","pubTime":"2021-08-28 08:35","market":"hk","language":"zh","title":"Last Night This Morning: Powell's dovish Taper signal supports U.S. stock rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1187941678","media":"老虎资讯综合","summary":"摘要：年内何时Taper留悬念，标普纳指延续狂欢创新高；转会费1.9亿！C罗回归曼联，曼联股价暴涨近6%；汽车公司最大IPO要来了！特斯拉劲敌Rivian提交申请；美版花呗Affirm盘后涨逾35%。","content":"<p>Abstract: When will Taper leave suspense during the year, the S&P index continues to reach a new high in carnival; Transfer fee 190 million! Manchester United shares soar nearly 6% as Cristiano Ronaldo returns; Auto Company's Biggest IPO is Coming! Tesla arch-rival Rivian files; The American version of Huabei Affirm rose more than 35% after hours. Overseas markets</p><p><b>U.S. Stocks Closing: When Taper Leaves Suspense in the Year S&P Nasdaq Continues Carnival to Record High</b></p><p>In a speech at the annual meeting of global central banks in Jackson Hole, Federal Reserve Chairman Powell said that the Federal Reserve may start to reduce QE bond purchases this year, but \"the time and speed of starting to reduce bond purchases is not to directly release the signal of rate hike time\". Even if bond purchases are completely ended, it does not mean that rate hike will start immediately, warning of the risk of premature rate hike, and not giving any detailed timetable for reducing bond purchases.</p><p>While Powell reiterated that he would scale back his bond purchases during the year, this was already on the minutes released by the Fed. And he did not disclose the time and extent of reducing bond purchases, allowing investors to interpret his speech as \"dovish\". The three major U.S. stock indexes jumped in response.</p><p>The Dow rose 0.69%, the S&P 500 rose 0.88% to a new high, and the Nasdaq Composite rose 1.23% to a new high. The Dow rose 0.96% this week, the Nasdaq rose 2.82% this week, and the S&P 500 rose 1.52% this week.</p><p><b>Most of the popular Chinese stocks closed lower on Friday, Mushroom Street rose more than 11%</b></p><p>Most popular Chinese stocks closed lower on Friday,<a href=\"https://laohu8.com/S/BLCT\">Blue City Brothers</a>It fell by nearly 12%, new oxygen fell by nearly 11%,<a href=\"https://laohu8.com/S/VNET\">21Vianet</a>$Jiayin<a href=\"https://laohu8.com/S/KIM\">Jinke</a>(JFIN) $ fell more than 10%,<a href=\"https://laohu8.com/S/GDS\">GDS</a>It fell by nearly 10%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>fell more than 3%;<a href=\"https://laohu8.com/S/MOGU\">Mushroom Street</a>It rose by more than 11%, and once rose by nearly 30% before the market.</p><p><b>European stocks closed higher across the board, the pan-European Stoxx 600 index closed up 0.43%</b></p><p>The pan-European Stoxx 600 index closed up 2.00 points, or 0.43%, at 472.34. Among them, mining stocks led gains, rising 2%, while utilities shares bucked the market and fell 0.4%.</p><p><b>Crude Oil Closes Hurricane Hits Two major crude oil futures recorded their biggest weekly gains since June last year</b></p><p>U.S. oil production in the Gulf of Mexico decreased by 59 percent and natural gas production by 49 percent ahead of Tropical Storm Ida, U.S. regulators said.</p><p>Oil prices rebounded from the previous session's decline. U.S. WTI crude oil October crude oil futures rose 1.96%, and Brent October futures rose 2.29%. This week, U.S. oil rose by 10.62%, and Brent oil closed by 11.54%.</p><p><b>Weighing the impact of Powell's comments on gold returning to a nearly four-week high above $1,800</b></p><p>Investors Weigh Fed Chair Powell at Jackson Hole<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>According to the speech at the seminar, gold futures closed up 1.4%, returning to the key barrier of $1,800, hitting a new high in nearly four weeks.</p><p>International macro</p><p><b>Powell's speech is' middle-of-the-road': consolidating Taper expectations, vague wording weighs on the dollar</b></p><p>Jackson Hole annual meeting kicked off with Powell's speech on economic prospects. Although Powell consolidated the expectation of reducing QE during the year as expected and clearly suppressed the relevance of rate hike, the ambiguity left in the wording text weakened the US dollar.</p><p><b>Powell's \"empty\" speech convinced many local Fed officials to \"siege\" him</b></p><p>Kaplan and St. Louis Fed President Bullard once again reiterated their \"hawkish stance\" an hour before Powell's speech.</p><p>Dallas Fed President Kaplan said that the Fed should start the adjustment of asset purchases as soon as possible, and the reduction of bond purchases should be completed in about eight months.</p><p><b>White House Forecasts: U.S. Government Fiscal 2021 Budget Deficit to Reach $3.12 Trillion</b></p><p>The White House released a report predicting that if the budget deficit for this fiscal year is finally fixed at $3.12 trillion, this fiscal year will be the second-highest deficit in U.S. history, only down from last year's $3.129 trillion.</p><p><b>Spending Slows Revenue Growth, Fed's Favorite Inflation Metric Hits Another 30-Year High</b></p><p>According to the data of the U.S. Department of Commerce, the U.S. PCE price index rose by 4.2% year-on-year in July, compared with the previous value of 4% and the expected 4.1%. In July, the core PCE price index of the United States rose by 3.6% year-on-year, compared with the previous value of 3.5% and the expected 3.6%, the highest level in 30 years.</p><p><b>Robinhood's New Trouble: Being Targeted by the U.S. SEC</b></p><p>The $15 billion of fund returns raised last year won't be as high as the returns we've made in the last three crises. The whole world is in an environment of low returns, and it is very difficult to get high returns.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2162078768\" target=\"_blank\"><b>Transfer fee 190 million! Cristiano Ronaldo returns to Manchester UnitedManchester United shares soar nearly 6%</b></a></p><p>After a decade-plus absence, Cristiano Ronaldo has returned to what he calls \"home.\"<a href=\"https://laohu8.com/S/MANU\">Manchester United</a>Not only did fans cheer, but investors were also enthusiastic, pushing Manchester United's share price up. On August 28th, Beijing time, Manchester United's U.S. stocks closed up 5.79%, and their share price was reported at $18.28.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2162078900\" target=\"_blank\"><b>Auto Company's Biggest IPO Is Coming: $80 Billion! Tesla Rival Rivian Files Application</b></a><b></b></p><p>backrest<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Rivian, an electric vehicle startup, announced that it has secretly filed an IPO application with the U.S. Securities and Exchange Commission (SEC). The size and price range of the IPO have not been determined.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2162078003\" target=\"_blank\"><b>Jointly launching installment payment service \"American version of Huabei\" with Amazon Affirm surged more than 35% after hours</b></a></p><p>E-commerce giant<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(Amazon) announced that it will cooperate with Affirm, the \"American version of Huabei\", to provide users with installment payment options for the first time. After the news broke, Affirm's shares surged more than 40% after hours on Friday, only falling slightly as of press time. Amazon's share price has not changed significantly.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2162202473\" target=\"_blank\"><b>Musk makes fun of Bezos: Getting a full-time job after retirement sues SpaceX</b></a></p><p>According to reports,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Elon Musk made fun of Amazon founder Jeff Bezos today, saying that after Bezos retired, he found a new full-time job: suing SpaceX.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last Night This Morning: Powell's dovish Taper signal supports U.S. stock rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast Night This Morning: Powell's dovish Taper signal supports U.S. stock rally\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-28 08:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Abstract: When will Taper leave suspense during the year, the S&P index continues to reach a new high in carnival; Transfer fee 190 million! Manchester United shares soar nearly 6% as Cristiano Ronaldo returns; Auto Company's Biggest IPO is Coming! Tesla arch-rival Rivian files; The American version of Huabei Affirm rose more than 35% after hours. Overseas markets</p><p><b>U.S. Stocks Closing: When Taper Leaves Suspense in the Year S&P Nasdaq Continues Carnival to Record High</b></p><p>In a speech at the annual meeting of global central banks in Jackson Hole, Federal Reserve Chairman Powell said that the Federal Reserve may start to reduce QE bond purchases this year, but \"the time and speed of starting to reduce bond purchases is not to directly release the signal of rate hike time\". Even if bond purchases are completely ended, it does not mean that rate hike will start immediately, warning of the risk of premature rate hike, and not giving any detailed timetable for reducing bond purchases.</p><p>While Powell reiterated that he would scale back his bond purchases during the year, this was already on the minutes released by the Fed. And he did not disclose the time and extent of reducing bond purchases, allowing investors to interpret his speech as \"dovish\". The three major U.S. stock indexes jumped in response.</p><p>The Dow rose 0.69%, the S&P 500 rose 0.88% to a new high, and the Nasdaq Composite rose 1.23% to a new high. The Dow rose 0.96% this week, the Nasdaq rose 2.82% this week, and the S&P 500 rose 1.52% this week.</p><p><b>Most of the popular Chinese stocks closed lower on Friday, Mushroom Street rose more than 11%</b></p><p>Most popular Chinese stocks closed lower on Friday,<a href=\"https://laohu8.com/S/BLCT\">Blue City Brothers</a>It fell by nearly 12%, new oxygen fell by nearly 11%,<a href=\"https://laohu8.com/S/VNET\">21Vianet</a>$Jiayin<a href=\"https://laohu8.com/S/KIM\">Jinke</a>(JFIN) $ fell more than 10%,<a href=\"https://laohu8.com/S/GDS\">GDS</a>It fell by nearly 10%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>fell more than 3%;<a href=\"https://laohu8.com/S/MOGU\">Mushroom Street</a>It rose by more than 11%, and once rose by nearly 30% before the market.</p><p><b>European stocks closed higher across the board, the pan-European Stoxx 600 index closed up 0.43%</b></p><p>The pan-European Stoxx 600 index closed up 2.00 points, or 0.43%, at 472.34. Among them, mining stocks led gains, rising 2%, while utilities shares bucked the market and fell 0.4%.</p><p><b>Crude Oil Closes Hurricane Hits Two major crude oil futures recorded their biggest weekly gains since June last year</b></p><p>U.S. oil production in the Gulf of Mexico decreased by 59 percent and natural gas production by 49 percent ahead of Tropical Storm Ida, U.S. regulators said.</p><p>Oil prices rebounded from the previous session's decline. U.S. WTI crude oil October crude oil futures rose 1.96%, and Brent October futures rose 2.29%. This week, U.S. oil rose by 10.62%, and Brent oil closed by 11.54%.</p><p><b>Weighing the impact of Powell's comments on gold returning to a nearly four-week high above $1,800</b></p><p>Investors Weigh Fed Chair Powell at Jackson Hole<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>According to the speech at the seminar, gold futures closed up 1.4%, returning to the key barrier of $1,800, hitting a new high in nearly four weeks.</p><p>International macro</p><p><b>Powell's speech is' middle-of-the-road': consolidating Taper expectations, vague wording weighs on the dollar</b></p><p>Jackson Hole annual meeting kicked off with Powell's speech on economic prospects. Although Powell consolidated the expectation of reducing QE during the year as expected and clearly suppressed the relevance of rate hike, the ambiguity left in the wording text weakened the US dollar.</p><p><b>Powell's \"empty\" speech convinced many local Fed officials to \"siege\" him</b></p><p>Kaplan and St. Louis Fed President Bullard once again reiterated their \"hawkish stance\" an hour before Powell's speech.</p><p>Dallas Fed President Kaplan said that the Fed should start the adjustment of asset purchases as soon as possible, and the reduction of bond purchases should be completed in about eight months.</p><p><b>White House Forecasts: U.S. Government Fiscal 2021 Budget Deficit to Reach $3.12 Trillion</b></p><p>The White House released a report predicting that if the budget deficit for this fiscal year is finally fixed at $3.12 trillion, this fiscal year will be the second-highest deficit in U.S. history, only down from last year's $3.129 trillion.</p><p><b>Spending Slows Revenue Growth, Fed's Favorite Inflation Metric Hits Another 30-Year High</b></p><p>According to the data of the U.S. Department of Commerce, the U.S. PCE price index rose by 4.2% year-on-year in July, compared with the previous value of 4% and the expected 4.1%. In July, the core PCE price index of the United States rose by 3.6% year-on-year, compared with the previous value of 3.5% and the expected 3.6%, the highest level in 30 years.</p><p><b>Robinhood's New Trouble: Being Targeted by the U.S. SEC</b></p><p>The $15 billion of fund returns raised last year won't be as high as the returns we've made in the last three crises. The whole world is in an environment of low returns, and it is very difficult to get high returns.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2162078768\" target=\"_blank\"><b>Transfer fee 190 million! Cristiano Ronaldo returns to Manchester UnitedManchester United shares soar nearly 6%</b></a></p><p>After a decade-plus absence, Cristiano Ronaldo has returned to what he calls \"home.\"<a href=\"https://laohu8.com/S/MANU\">Manchester United</a>Not only did fans cheer, but investors were also enthusiastic, pushing Manchester United's share price up. On August 28th, Beijing time, Manchester United's U.S. stocks closed up 5.79%, and their share price was reported at $18.28.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2162078900\" target=\"_blank\"><b>Auto Company's Biggest IPO Is Coming: $80 Billion! Tesla Rival Rivian Files Application</b></a><b></b></p><p>backrest<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Rivian, an electric vehicle startup, announced that it has secretly filed an IPO application with the U.S. Securities and Exchange Commission (SEC). The size and price range of the IPO have not been determined.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2162078003\" target=\"_blank\"><b>Jointly launching installment payment service \"American version of Huabei\" with Amazon Affirm surged more than 35% after hours</b></a></p><p>E-commerce giant<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(Amazon) announced that it will cooperate with Affirm, the \"American version of Huabei\", to provide users with installment payment options for the first time. After the news broke, Affirm's shares surged more than 40% after hours on Friday, only falling slightly as of press time. Amazon's share price has not changed significantly.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2162202473\" target=\"_blank\"><b>Musk makes fun of Bezos: Getting a full-time job after retirement sues SpaceX</b></a></p><p>According to reports,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Elon Musk made fun of Amazon founder Jeff Bezos today, saying that after Bezos retired, he found a new full-time job: suing SpaceX.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"161125":"标普500","PSQ":"做空纳斯达克100指数ETF-ProShares","DOG":"道指ETF-ProShares做空","OEX":"标普100","IVV":"标普500ETF-iShares","SDOW":"三倍做空道指30ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","QNETCN":"纳斯达克中美互联网老虎指数","SDS":"两倍做空标普500 ETF-ProShares","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","QLD":"2倍做多纳斯达克100指数ETF-ProShares",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF-ProShares","TTTN":"老虎中美互联网巨头ETF","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187941678","content_text":"摘要：年内何时Taper留悬念，标普纳指延续狂欢创新高；转会费1.9亿！C罗回归曼联，曼联股价暴涨近6%；汽车公司最大IPO要来了！特斯拉劲敌Rivian提交申请；美版花呗Affirm盘后涨逾35%。\n\n海外市场\n美股收盘：年内何时Taper留悬念 标普纳指延续狂欢创新高\n美联储主席鲍威尔在杰克逊霍尔全球央行年会上发表讲话称，今年内联储可能开始缩减QE购债，但“开启缩减购债的时间和速度并不是要直接释放加息时间的信号”，即使彻底结束购债也不代表马上就开始加息，警告过早加息的风险，并未给出任何缩减购债的详细时间表。\n虽然鲍威尔重申将于年内缩减债券购买规模，但这早已出现在美联储公布的会议纪要上。并且他不透露缩减购债的时间和程度的行为，让投资者将他的讲话解读为“鸽派”。美股三大指数应声跳涨。\n道琼斯指数涨0.69%，标普500指数涨0.88%创下新高，纳斯达克综合指数涨1.23%也创下新高。道指本周累涨0.96%，纳指本周累涨2.82%，标普500指数本周累涨1.52%。\n热门中概股周五收盘多数走低 蘑菇街涨超11%\n热门中概股周五收盘多数走低，蓝城兄弟跌近12%，新氧跌近11%，世纪互联、$嘉银金科(JFIN)$跌超10%，万国数据跌近10%，阿里巴巴跌超3%；蘑菇街涨超11%，盘前一度涨近30%。\n欧洲股市全线收高 泛欧斯托克600指数收涨0.43%\n泛欧斯托克600指数收涨2.00点，涨幅0.43%，报472.34点。其中矿业类股领涨，涨幅2%，公用事业类股逆市下跌0.4%。\n原油收盘飓风来袭 两大原油期货录得去年6月以来最大单周涨幅\n美国监管机构表示，在热带风暴艾达来临之前，美国墨西哥湾石油产量减少59%，天然气产量减少49%。\n油价自此前交易日的跌势中反弹。美国WTI原油10月原油期货涨1.96%，布伦特10月期货涨幅2.29%。本周，美油累计上涨10.62%，布油累计收涨11.54%。\n权衡鲍威尔言论影响 黄金重回1800美元上方创近四周新高\n投资者权衡美联储主席鲍威尔在杰克逊霍尔中央银行家研讨会上的讲话，黄金期货震荡收涨1.4%，重回1800美元关键关口上方，创近四周新高。\n国际宏观\n鲍威尔讲话“中规中矩”：巩固Taper预期 模糊措辞令美元承压\n杰克逊霍尔年会在鲍威尔有关经济前景的讲话中拉开帷幕，虽然鲍威尔如预期般巩固了年内缩减QE的预期且明确打压加息关联性，但措辞文本中留下的模糊地带令美元承压走弱。\n鲍威尔“空洞”讲话难服众 多位美联储地方官员对其展开“围攻”\n卡普兰和圣路易斯联储主席布拉德在鲍威尔讲话前一个小时，再次重申他们的“鹰派立场”。\n达拉斯联储主席卡普兰称，美联储应该尽快开始资产购买调整，缩减购债规模应该在大约8个月的时间内完成。\n白宫预测：美国政府2021财年预算赤字将达到3.12万亿美元\n美国白宫发布一份报告预测称，如果本财年的预算赤字最终定格在3.12万亿美元，本财年将成为美国历史上赤字第二高的一年，仅低于去年的3.129万亿美元。\n支出放缓收入增长，美联储最爱通胀指标再创30年来新高\n根据美国商务部数据，美国7月PCE物价指数同比升4.2%，前值为4%，预期为4.1%。美国7月核心PCE物价指数同比升3.6%，前值为3.5%，预期为3.6%，再创30年来最高水平。\nRobinhood们的新麻烦：被美国SEC盯上了\n去年筹集的150亿美元基金回报率不会像我们在过去三次危机中所取得的回报那么高。整个世界都处在低回报的环境中，要获取高收益十分困难。\n公司新闻\n1、转会费1.9亿！C罗回归曼联 曼联股价暴涨近6%\n阔别10余年之后，克里斯蒂亚诺·罗纳尔多回到了被他称为“家”的曼联，不仅让球迷欢呼雀跃，投资者也热情高涨，推动曼联股价上涨。北京时间8月28日，曼联美股收盘大涨5.79%，股价报18.28美元。\n2、汽车公司最大IPO要来了：800亿美元！特斯拉劲敌Rivian提交申请\n背靠亚马逊的电动汽车初创公司Rivian宣布已经向美国证券交易委员会（SEC）秘密递交IPO申请。IPO的规模和价格范围还没有确定。\n3、与亚马逊联合推出分期付款服务 “美版花呗”Affirm盘后大涨逾35%\n电商巨头亚马逊（Amazon）宣布，将与“美版花呗”Affirm合作，首次为用户提供分期付款选项。该消息传出后，Affirm的股价周五盘后一度飙升逾40%，截至发稿仅小幅回落。亚马逊的股价则未有明显变化。\n4、马斯克拿贝索斯开涮：退休后又有了全职工作 起诉SpaceX\n据报道，特斯拉CEO埃隆·马斯克（Elon Musk）今日拿亚马逊创始人杰夫·贝索斯（Jeff Bezos）开涮，称贝索斯退休后，又找到了新的全职工作：起诉SpaceX。","news_type":1,"symbols_score_info":{"161125":0.9,"DOG":0.9,"PSQ":0.9,"SDOW":0.9,"QLD":0.9,".IXIC":0.9,"TQQQ":0.9,"QNETCN":0.9,".DJI":0.9,"ESmain":0.9,"DDM":0.9,"OEF":0.9,"SQQQ":0.9,"SPXU":0.9,"NQmain":0.9,"SDS":0.9,"OEX":0.9,"MNQmain":0.9,".SPX":0.9,"SPY":0.9,"IVV":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":3852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839821712,"gmtCreate":1629151118636,"gmtModify":1676529943840,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088296979073510","authorIdStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/839821712","repostId":"1154038218","repostType":4,"repost":{"id":"1154038218","kind":"news","pubTimestamp":1629126355,"share":"https://ttm.financial/m/news/1154038218?lang=en_US&edition=fundamental","pubTime":"2021-08-16 23:05","market":"us","language":"zh","title":"Taper schedule coming? UBS: Most likely to start in December","url":"https://stock-news.laohu8.com/highlight/detail?id=1154038218","media":"华尔街见闻","summary":"美国的缩减购债计划（taper）正在越来越快地提上日程。","content":"<p>Author: Yu Xudong</p><p>The US taper program (taper) is getting on the agenda faster and faster.</p><p>Earlier, some analysts pointed out that if the economy continues to recover, Fed officials will open taper in about three months, and some of them are still pushing for the plan to end taper by the middle of next year.</p><p>In some recent interviews and official statements, some have argued for having the Fed set a timeline that includes specific implementation plans for taper and rate hike.</p><p>UBS believes,<b>The Fed is most likely to taper in December and will complete the taper path in 12 months</b>。 In addition, UBS also said,<b><b>Instead of speculating on the taper timing, focus on the taper section</b></b><b>playing</b>。</p><p>Through the speeches of Fed officials, we can also roughly see a vague portrait of taper's rhythm:<b>Announce the opening of taper from September to early next year, and end taper from March to mid-year next year</b>。</p><p>In terms of numbers, Fed officials believe it should<b>Reduce Treasury Bond purchases by $10-20 billion and mortgage-backed securities purchases by $5-10 billion per month</b>。</p><p>UBS: December Most Likely taper, Most Important Is Rhythm</p><p>UBS said in a recent report that it is very unlikely to delay the announcement of taper until 2022,<b>The Fed is most likely to announce taper in December 2021, but it can't rule out a November announcement</b>。</p><p>The key issue right now is not the taper date, but the pace and schedule, which they expect the Fed to complete within 12 months, UBS said in the report. The biggest problem facing the market right now-Taper will have multiple blocks.</p><p>UBS expects,<b>At each interest rate meeting from December 2021 to November 2022, the Fed will reduce asset purchases by $15 billion</b>。</p><p>What do Fed officials say about the taper time node</p><p>The Federal Reserve first proposed in December last year that it would continue its bond purchase program and maintain its average inflation target of 2% until it made substantial progress on its strong employment target.</p><p>At the interest rate meeting in July, the Fed mainly discussed two issues: when to start cutting the purchase of $80 billion in Treasury Bond and $40 billion in mortgage-backed securities a month, and how fast taper will be. The Fed will release minutes of the meeting on Wednesday, which will provide further clues about taper.</p><p>The specific implementation path details of taper are important for financial markets because Fed officials have said they would prefer to end taper before raising interest rates from near zero, so taper and rate hike are tied.</p><p>At the June interest rate meeting, 13 of the 18 Fed officials expected them to rate hike by the end of 2023; There are seven projected rate hike by the end of 2022.</p><p>Fed Chair Powell said at a July 28 news conference that the Fed \"is still a long way from considering rate hike. But the recent strong nonfarm payrolls report has<b>Strengthens the case for the Fed's intention to announce taper at its next interest rate meeting on Sept. 21-22</b>。 In addition, Powell also said that taper is no longer in sight.</p><p>Chicago Fed President Evans said at a virtual roundtable with reporters last week: \"We expect to see a point where the economy has substantial progress, but it may be<b>Later this year</b>。”</p><p>But Evans did not say how long he thinks it will take for the Fed to stop taper. He expects inflation to fall back to 2% by the end of next year, which would reduce the urgency of removing monetary stimulus measures. He also said a faster taper could be the right path if others are more confident that inflation will stay higher.</p><p>Boston Fed President Glenn said in an interview that he expects<b>Sufficient job growth will be achieved by the point of September 21-22 to meet taper's criteria</b>。 He said in an interview last week that taper will likely happen sometime this fall, depending on the Delta variant and other Covid variants not significantly weakening the labor market.<b>If the strong growth of the economy continues, they will finish taper by the middle of next year.</b></p><p>But there are some Fed officials who argue for more patience. Fed Gov. Brainard said last month she wanted to look at September jobs numbers before making a decision, which won't be released until early October, which would delay any taper plans,<b>Until the Federal Reserve's Nov. 2-3 interest rate meeting</b>。</p><p>San Francisco Fed President Daly said in an interview last week that she believes current economic conditions should support<b>Start taper later this year or next</b>。 She also said the labor market is getting stronger, but it is too early to say how taper should be, and these things have not been decided.</p><p>What exactly should the amount of taper be? Fed officials say this</p><p>As for the exact amount of taper, Boston Fed President Rosenger thinks<b>The same amount of bond purchases should be reduced each month</b>。 Since the Fed is buying twice as many Treasury Bond as mortgage-backed securities, this will result in<b>Collateralized bond purchases end half as long as U.S. Treasury Bond purchases</b>。</p><p>Dallas Fed President Kaplan says he approves<b>Reduce purchases of both bonds over eight months, or reduce U.S. Treasury Bond by $10 billion and mortgage-backed securities by $5 billion a month</b>。 In his opinion, this is the most prudent thing to do: start as soon as possible, step by step.</p><p>By reducing asset purchases earlier, it could give the Fed more flexibility and patience in how it adjusts its Federal Funds rate in the future, Mr. Kaplan said.</p><p>Bullard said he hoped<b>Start taper in October and end the program by March, reducing U.S. Treasury Bond purchases by $20 billion and mortgage-backed securities purchases by $10 billion a month</b>。 And Federal Reserve Governor Waller also expressed a similar view.</p><p>Bullard said in an interview last week that he thinks doing so will give the Fed more flexibility in deciding whether to have a rate hike later next year. And he doesn't want to rate hike too quickly because it can be very disruptive. \"</p><p>Compared with 2013, what kind of rhythm should taper have?</p><p>After 2013, the Fed's taper pace was very slow, and it took 10 months to gradually end the taper process.</p><p>But at that time, the macro environment faced by the Fed was not the same. At that time, the economy was weak, unemployment was rising, and inflation was low, almost the opposite of what it is now.</p><p>Faced with such an environment, the Federal Reserve at that time certainly had reasons to be cautious. After all, after Ben Bernanke, the then chairman of the Federal Reserve, hinted at taper, the yield of long-term Treasury Bond in the United States soared, and the market panicked, which also shocked the Federal Reserve and the market. Finally, that panic was called \"taper Panic\".</p><p>But the Fed is actually happier now than it was then: the economy is growing rapidly, the unemployment rate is much lower than it was then (5.4% in July), and inflation is much higher. Although the Federal Reserve has started to discuss taper, U.S. bond yields have been slow to rise.</p><p>So if the Fed is still playing at the pace of 2013, the taper speed and intensity this time, could be much faster and much stronger than it was then.</p>","source":"highlight_wallstreetcn","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>Taper schedule coming? UBS: Most likely to start in December</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaper schedule coming? UBS: Most likely to start in December\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-16 23:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Yu Xudong</p><p>The US taper program (taper) is getting on the agenda faster and faster.</p><p>Earlier, some analysts pointed out that if the economy continues to recover, Fed officials will open taper in about three months, and some of them are still pushing for the plan to end taper by the middle of next year.</p><p>In some recent interviews and official statements, some have argued for having the Fed set a timeline that includes specific implementation plans for taper and rate hike.</p><p>UBS believes,<b>The Fed is most likely to taper in December and will complete the taper path in 12 months</b>。 In addition, UBS also said,<b><b>Instead of speculating on the taper timing, focus on the taper section</b></b><b>playing</b>。</p><p>Through the speeches of Fed officials, we can also roughly see a vague portrait of taper's rhythm:<b>Announce the opening of taper from September to early next year, and end taper from March to mid-year next year</b>。</p><p>In terms of numbers, Fed officials believe it should<b>Reduce Treasury Bond purchases by $10-20 billion and mortgage-backed securities purchases by $5-10 billion per month</b>。</p><p>UBS: December Most Likely taper, Most Important Is Rhythm</p><p>UBS said in a recent report that it is very unlikely to delay the announcement of taper until 2022,<b>The Fed is most likely to announce taper in December 2021, but it can't rule out a November announcement</b>。</p><p>The key issue right now is not the taper date, but the pace and schedule, which they expect the Fed to complete within 12 months, UBS said in the report. The biggest problem facing the market right now-Taper will have multiple blocks.</p><p>UBS expects,<b>At each interest rate meeting from December 2021 to November 2022, the Fed will reduce asset purchases by $15 billion</b>。</p><p>What do Fed officials say about the taper time node</p><p>The Federal Reserve first proposed in December last year that it would continue its bond purchase program and maintain its average inflation target of 2% until it made substantial progress on its strong employment target.</p><p>At the interest rate meeting in July, the Fed mainly discussed two issues: when to start cutting the purchase of $80 billion in Treasury Bond and $40 billion in mortgage-backed securities a month, and how fast taper will be. The Fed will release minutes of the meeting on Wednesday, which will provide further clues about taper.</p><p>The specific implementation path details of taper are important for financial markets because Fed officials have said they would prefer to end taper before raising interest rates from near zero, so taper and rate hike are tied.</p><p>At the June interest rate meeting, 13 of the 18 Fed officials expected them to rate hike by the end of 2023; There are seven projected rate hike by the end of 2022.</p><p>Fed Chair Powell said at a July 28 news conference that the Fed \"is still a long way from considering rate hike. But the recent strong nonfarm payrolls report has<b>Strengthens the case for the Fed's intention to announce taper at its next interest rate meeting on Sept. 21-22</b>。 In addition, Powell also said that taper is no longer in sight.</p><p>Chicago Fed President Evans said at a virtual roundtable with reporters last week: \"We expect to see a point where the economy has substantial progress, but it may be<b>Later this year</b>。”</p><p>But Evans did not say how long he thinks it will take for the Fed to stop taper. He expects inflation to fall back to 2% by the end of next year, which would reduce the urgency of removing monetary stimulus measures. He also said a faster taper could be the right path if others are more confident that inflation will stay higher.</p><p>Boston Fed President Glenn said in an interview that he expects<b>Sufficient job growth will be achieved by the point of September 21-22 to meet taper's criteria</b>。 He said in an interview last week that taper will likely happen sometime this fall, depending on the Delta variant and other Covid variants not significantly weakening the labor market.<b>If the strong growth of the economy continues, they will finish taper by the middle of next year.</b></p><p>But there are some Fed officials who argue for more patience. Fed Gov. Brainard said last month she wanted to look at September jobs numbers before making a decision, which won't be released until early October, which would delay any taper plans,<b>Until the Federal Reserve's Nov. 2-3 interest rate meeting</b>。</p><p>San Francisco Fed President Daly said in an interview last week that she believes current economic conditions should support<b>Start taper later this year or next</b>。 She also said the labor market is getting stronger, but it is too early to say how taper should be, and these things have not been decided.</p><p>What exactly should the amount of taper be? Fed officials say this</p><p>As for the exact amount of taper, Boston Fed President Rosenger thinks<b>The same amount of bond purchases should be reduced each month</b>。 Since the Fed is buying twice as many Treasury Bond as mortgage-backed securities, this will result in<b>Collateralized bond purchases end half as long as U.S. Treasury Bond purchases</b>。</p><p>Dallas Fed President Kaplan says he approves<b>Reduce purchases of both bonds over eight months, or reduce U.S. Treasury Bond by $10 billion and mortgage-backed securities by $5 billion a month</b>。 In his opinion, this is the most prudent thing to do: start as soon as possible, step by step.</p><p>By reducing asset purchases earlier, it could give the Fed more flexibility and patience in how it adjusts its Federal Funds rate in the future, Mr. Kaplan said.</p><p>Bullard said he hoped<b>Start taper in October and end the program by March, reducing U.S. Treasury Bond purchases by $20 billion and mortgage-backed securities purchases by $10 billion a month</b>。 And Federal Reserve Governor Waller also expressed a similar view.</p><p>Bullard said in an interview last week that he thinks doing so will give the Fed more flexibility in deciding whether to have a rate hike later next year. And he doesn't want to rate hike too quickly because it can be very disruptive. \"</p><p>Compared with 2013, what kind of rhythm should taper have?</p><p>After 2013, the Fed's taper pace was very slow, and it took 10 months to gradually end the taper process.</p><p>But at that time, the macro environment faced by the Fed was not the same. At that time, the economy was weak, unemployment was rising, and inflation was low, almost the opposite of what it is now.</p><p>Faced with such an environment, the Federal Reserve at that time certainly had reasons to be cautious. After all, after Ben Bernanke, the then chairman of the Federal Reserve, hinted at taper, the yield of long-term Treasury Bond in the United States soared, and the market panicked, which also shocked the Federal Reserve and the market. Finally, that panic was called \"taper Panic\".</p><p>But the Fed is actually happier now than it was then: the economy is growing rapidly, the unemployment rate is much lower than it was then (5.4% in July), and inflation is much higher. Although the Federal Reserve has started to discuss taper, U.S. bond yields have been slow to rise.</p><p>So if the Fed is still playing at the pace of 2013, the taper speed and intensity this time, could be much faster and much stronger than it was then.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3638079\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3638079","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1154038218","content_text":"作者：于旭东\n美国的缩减购债计划（taper）正在越来越快地提上日程。\n此前有分析人士指出，如果经济持续复苏，美联储官员将在大约3个月内开启taper，其中一些官员还在推动在明年年中时结束taper的计划。\n在最近的一些采访和官方声明中，一些人主张让美联储制定一个时间表，其中包括taper和加息的具体实施计划。\n瑞银认为，美联储最有可能在12月taper，并将在12个月内完成taper路径。此外瑞银还表示，与其猜测taper时点，不如关注taper节奏。\n通过美联储官员的讲话，也大致可以看到一个关于taper节奏的模糊画像：9月至明年初宣布开启taper，并于明年3月至年中前结束taper。\n在数量上，美联储官员们认为应该每月减少100-200亿美元的国债购买量和50-100亿美元的抵押贷款支持证券购买量。\n瑞银：12月最可能taper，最重要的是节奏\n瑞银在最近的一份报告里表示，把宣布taper拖到2022年的可能性很低，美联储最有可能在2021年12月宣布taper，但也不能排除11月宣布。\n瑞银在报告中表示，目前的关键问题不是taper日期，而是节奏和进度，他们预计美联储将在12个月内完成。目前市场面临的最大问题是——taper将会有多块。\n瑞银预计，在2021年12月至2022年11月的每次议息会议上，美联储将会减少150亿美元的资产购买。\n对于taper时间节点，美联储官员是怎么表态的\n美联储去年12月曾首次提出，将继续施行购债计划，并维持2%的平均通胀目标，直到在强劲的就业目标上取得实质性的进展。\n而在7月的议息会议上，美联储主要讨论了两个问题：何时开始削减每月800亿美元的国债和400亿美元的抵押贷款支持证券的购买量，以及taper的速度有多快。美联储将于周三公布会议纪要，这将会提供有关taper的进一步线索。\ntaper的具体实施路径细节对于金融市场非常重要，因为美联储官员曾表示，他们更愿意在将利率从接近于零的水平上调之前结束taper，因此taper和加息息息相关。\n在6月的议息会议上，18位美联储官员中有13位预计他们将在2023年底前加息；有7位预计到2022年底加息。\n美联储主席鲍威尔在7月28日的新闻发布会上表示，美联储“距离考虑加息还有一段距离。但最近强劲的非农就业报告却加强了美联储在9月21-22日的下一次议息会议上宣布taper的意图的理由。此外，鲍威尔而还表示，taper不再遥遥无期。\n芝加哥联储主席埃文斯上周在与记者的虚拟圆桌会议上表示：“预计我们将看到经济具备实质性进展的点，但可能在今年晚些时候。”\n但埃文斯没有说明他认为美联储需要多长时间停止taper。他预计到明年年底通胀率将回落至2%，这将减少取消货币刺激措施的紧迫性。他还表示，如果其他人更有信心认为通胀会持续走高，那么更快的taper可能是正确的道路。\n波士顿联储主席格伦在接受采访时表示，他预计到9月21-22日的时点将实现足够的就业增长，以满足taper的标准。他在上周接受采访时表示，今年秋天的某个时候将可能taper，这取决于德尔塔变体和其他新冠变体不会大幅削弱劳动力市场。如果经济的强劲增长继续下去，他们们将在明年年中之前完成taper。\n但也有一些美联储官员主张要有更多的耐心。美联储理事布雷纳德上个月表示，她希望在做出决定之前先看看9月份的就业数据，而该数据要到10月初才能公布，这将推迟任何taper计划，直到美联储11月2-3日的议息会议之前。\n旧金山联储主席戴利上周在接受采访时表示，她认为目前的经济状况应该支持在今年晚些时候或明年开始taper。她还说劳动力市场越来越强劲，但现在说应该如何taper还为时过早，这些事情还没有决定。\ntaper的具体数量该有多少？美联储官员这样说\n至于taper的具体数额，波士顿联储主席罗森格认为每月应该减少等量的债券购买。由于美联储购买的国债的数量是抵押贷款支持证券的两倍，这将导致抵押债券购买的结束时间是美国国债购买的一半。\n达拉斯联储主席卡普兰表示，他赞成在8个月内减少对这两种债券的购买，或者每月减少100亿美元的美国国债和50亿美元的抵押贷款支持证券。在他看来，这是最谨慎的做法：尽快开始，循序渐进。\n卡普兰先生表示，通过更早地减少资产购买，可能会让美联储在未来如何调整联邦基金利率方面更加灵活和更有耐心。\n布拉德表示，他希望在10月开始taper并在3月之前结束该计划，每月减少200亿美元的美国国债购买量和100亿美元的抵押贷款支持证券购买量。而美联储理事沃勒也表达了类似的观点。\n布拉德上周在接受采访时表示，他认为这样做将使美联储在决定明年晚些时候是否加息时具有更大的灵活性。并且他不想太快加息，因为这可能会非常具有破坏性。 ”\n对比2013，taper该有怎样的节奏？\n2013年之后，美联储的taper节奏非常缓慢，在10个月内才逐渐结束taper进程。\n但在当时，美联储面临的宏观环境不可同日而语。在那时，经济疲软，失业率上升，通胀很低，几乎是目前的反面。\n面对这样的环境，当时的美联储当然有谨慎的理由，毕竟在当时的美联储主席伯南克暗示taper后，美国长期国债收益率飙升，市场较为恐慌，这也让美联储和市场所震惊，最终那场恐慌被称为“taper恐慌”。\n但现在美联储相比那时其实是幸福的：经济增长迅速，失业率也比那时低很多（7月为5.4%），而通胀却高很多。尽管美联储已经开始讨论taper，但是美债收益率却迟迟上不去。\n因此，如果美联储还按照2013年的节奏行事，这次的taper速度和强度，可能会比那时快得多和强得多。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812065266,"gmtCreate":1630542061655,"gmtModify":1676530333711,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088296979073510","authorIdStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/812065266","repostId":"1160686189","repostType":4,"repost":{"id":"1160686189","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630539481,"share":"https://ttm.financial/m/news/1160686189?lang=en_US&edition=fundamental","pubTime":"2021-09-02 07:38","market":"us","language":"zh","title":"Last night and this morning: The Nasdaq broke its previous high again! OPEC + Maintains Existing Production Increase Route","url":"https://stock-news.laohu8.com/highlight/detail?id=1160686189","media":"老虎资讯综合","summary":"摘要：就业复苏遭遇挫折，美股涨跌互现纳指再破前高；中概股延续大幅反弹走势；OPEC+宣布继续按计划增产40万桶/日；特斯拉再撞警车，美监管部门发函质询>>>\n\n海外市场\n美股收盘：ADP数据欠佳激发防","content":"<p><b>Abstract:</b>Employment recovery suffered setbacks, and U.S. stocks were mixed, and the Nasdaq broke the previous high again; Chinese stocks continued their sharp rebound trend; OPEC + announced that it would continue to increase production by 400,000 barrels per day as planned; Tesla crashes into police car again, US regulatory authorities send letter questioning>>><b>Overseas markets</b></p><p><b>US Stocks Close: Poor ADP Data Stimulates Defensive Sentiment, Nasdaq Hits Another All-Time High</b></p><p>On the first trading day of September, tech giants pushed the Nasdaq to new highs amid worse-than-expected ADP data, with the S&P 500 edging up and the Dow, which is closer to the economic cycle, weakening slightly. By the close, the S&P 500 index rose 0.03% to 4524.09 points; The Nasdaq rose 0.33% to 15,309.38 points; The Dow fell 0.14% to 35,312.53.</p><p><b>China concept stocks continue their sharp rebound trend</b></p><p>Chinese stocks continued to rebound sharply on Wednesday,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Over 5%, Ctrip rose nearly 4%; In the Education Unit,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>And<a href=\"https://laohu8.com/S/ZME\">Leader Education</a>Closed up more than 9%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Up nearly 4%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>A slight uptick; Among e-commerce stocks,<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>rose by more than 8%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>rose by more than 6%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>rose by more than 3%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>rose by more than 2%; Game stocks performed mixed, rising more than 8% on Tuesday<a href=\"https://laohu8.com/S/NTES\">Netease</a>It turned down in the session, closing down more than 0.5%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>ADR closed up more than 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It rose more than 5%. And China's new car-making force that just announced the transcript of August delivery — —<a href=\"https://laohu8.com/S/NIO\">Nio</a>XPeng and<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Shares fell back and closed lower. In addition,<a href=\"https://laohu8.com/S/TUYA\">Tuya Intelligence</a>、<a href=\"https://laohu8.com/S/BEKE\">Shell</a>Looking for a house,<a href=\"https://laohu8.com/S/YMM\">Manbang</a>、<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Both reached double-digit gains,<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Up nearly 10%.</p><p><b>U.S. crude oil futures closed 0.1% higher</b></p><p>Crude oil futures closed slightly higher on Wednesday. Wednesday's meeting of the Organization of the Petroleum Exporting Countries and its allies (OPEC +) confirmed its previous plan to increase daily crude oil production by 400,000 barrels. West Texas Intermediate (WTI) futures for October delivery edged up 9 cents, or just over 0.1%, to close at $68.59 a barrel on the New York Mercantile Exchange.</p><p><b>Gold futures close down 0.1%</b></p><p>Gold futures closed lower on Wednesday. The weaker-than-expected US ADP private sector employment data released today only briefly boosted the rise in safe-haven metal prices. Investors expect Friday's non-farm payrolls report to provide clearer direction for gold. Gold futures for December delivery fell $2.10, or 0.1%, to close at $1,816 an ounce on the New York Mercantile Exchange.</p><p><b>European stocks close higher, basic resources stocks buck the market and fall</b></p><p>Investors digested higher-than-expected euro zone inflation data, with European stocks generally closing higher, with only Germany's DAX30 index closing lower. The pan-European Stoxx 600 index closed up 2.24 points, or 0.48%, at 473.12; Germany's DAX30 index closed down 10.80 points, or 0.07%, at 15,824.29 points;<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index closed up 30.14 points, or 0.42%, at 7149.84 points; France's CAC40 closed up 78.51 points, or 1.18%, at 6,758.69.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2164811757\" target=\"_blank\"><b>OPEC + decides to maintain timetable of 400,000 bpd production increase per month</b></a></p><p>After a brief video conference, OPEC + agreed to adhere to the existing monthly schedule of gradual production increases. Ministers agreed to continue the 400,000 bpd increase, representatives said. The video conference lasted less than an hour and was one of the shortest in recent memory, in stark contrast to the difficult negotiations in July.</p><p><b>ADP data comes out, U.S. companies add significantly fewer employees than expected</b></p><p>U.S. businesses added fewer new jobs than expected in August, reflecting stubborn hiring challenges and a slowing labor market recovery. U.S. corporate employment increased by 374,000 last month, according to data released Wednesday by ADP Research Institute, less than all economists surveyed by the media had estimated. July revised figures for an increase of 326,000.</p><p><b>US sets up $7.5 billion infrastructure plan to promote charging services for electric vehicles</b></p><p>According to a Reuters report, the Biden administration has laid out a $7.5 billion plan to prepare to roll out advanced electric vehicle charging infrastructure to underserved areas. Most private charging pile companies responded by saying that the government should accurately extend EV charging services to neglected communities and consider creating incentives for business owners or landlords who install related facilities.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/2164815506\" target=\"_blank\"><b>Pfizer's COVID-19 oral drug restarts mid-and late-stage trials for mild patients</b></a></p><p>International pharmaceutical giant Pfizer announced on Wednesday that the company's new crown oral drug PF-07321332 under development has launched another phase II/III trial, and the first enrolled patient started administration on the same day. A total of 1140 patients will be enrolled in this randomized double-blind trial, half of whom will take PF-07321332 along with the antiviral drug ritonavir for five consecutive days at 12-hour intervals. At the same time, Pfizer has also launched another mid-to-late-stage trial of PF-07321332/ritonavir, targeting adult patients with mild symptoms but at risk of worsening the course of the disease. Patients have been enrolled since July. The company expects that if progress goes well, it will apply for emergency use permit in the fourth quarter.</p><p><a href=\"https://laohu8.com/NW/1192059276\" target=\"_blank\"><b>Tesla Assisted Driving Crashes US Police Vehicle Again Regulation Issues Inquiry Letter</b></a></p><p>The National Highway Traffic Safety Administration (NHTSA) on Wednesday confirmed another incident of a Tesla vehicle using computer-assisted driving hitting a police car this past weekend, the twelfth similar incident in the country. The department announced on August 16 that it had launched a formal investigation into Tesla Autopilot over the previous eleven incidents. Following the latest accident, NHTSA issued a questioning letter to Tesla this Tuesday, asking very detailed questions about all aspects of Tesla's autonomous driving technology, including identification technology, customer complaints, and more. Regulations require Tesla to answer those questions within 120 days.</p><p><b>Key New Drugs Encounter FDA Strong Warning AbbVie's Market Value Evaporates More Than $10 Billion</b></p><p>On Wednesday local time, the US FDA added a warning of AbbVie's new arthritis drug Rinvoq, saying that this drug has the risk of increasing blood clots and death. Previously, this drug has received the FDA's strictest \"<a href=\"https://laohu8.com/S/BBOX\">Black box</a>Warning \". It is reported that Pfizer Xeljanz and<a href=\"https://laohu8.com/S/LLY\">Lilly</a>Olumiant will also carry a similar label. For AbbVie, Rinvoq was originally the revenue hope after the company's star drug adalimumab patent period ended. The company's intraday decline exceeded 10% on Wednesday, and finally closed down 7.05%.</p><p><a href=\"https://laohu8.com/NW/2164589056\" target=\"_blank\"><b>Amazon New CEO Launches Mass Hiring</b></a></p><p>Andy Jassy, who just succeeded Bezos as CEO of Amazon in July this year, said on Wednesday that Amazon's annual \"Workplace Day\" starting on September 15th this year will release 55,000 corporate and technical jobs. At present, Amazon employs 275,000 people worldwide in relevant positions. Unlike big job players such as retail logistics and warehousing, Amazon's recruiting focus this year includes engineering, research sciences and<a href=\"https://laohu8.com/S/300024\">Robot</a>。</p><p><b>Chip shortage tide continues: Ford cuts F-150 capacity again Tesla's new Roadster delivery date delayed again</b></p><p>On Wednesday local time, due to the chip shortage, Ford informed employees of the latest round of production cuts through an internal letter. Most of the scrutiny is that the Kansas assembly plant, which produces the F-150, will remain shut down until Sept. 6, following last week's shutdown. Other factories that make the F-150 have also cut their three-shift schedule to one shift. Production capacity of high-margin models such as Ford's Super Duty pickup, Conqueror and Navigator SUV also suffered. In addition to Ford, Tesla CEO Musk also said on Wednesday that the new Roadster will be delayed until 2023 again.</p><p><a href=\"https://laohu8.com/NW/2164119378\" target=\"_blank\"><b>Reports say the U.S. Department of Justice is close to completing preparations for the second Google antitrust case</b></a></p><p>After the bell on Wednesday, local media reported that the U.S. Justice Department is preparing a second antitrust lawsuit against Google's digital advertising business, which could be filed as soon as within the year. At present, the U.S. Department of Justice is going to court with Google over the antitrust issue of search business. Affected by this news, Google fell 0.40% after hours as of press time.</p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a>: 8 states in the United States support driver's license and ID entry in Apple Wallet</b></p><p>According to reports, Apple announced today that eight states in the United States will launch a feature that allows users to add their driver's license and state ID (ID card) to Apple Wallet for iPhone and Apple Watch users to use during airport security.</p><p><a href=\"https://laohu8.com/NW/2164581565\" target=\"_blank\"><b>Microsoft officially announced that it will hold a new product launch conference on September 22, EST</b></a></p><p>Microsoft announced on its official website that it will hold a new product launch conference at 11 a.m. Eastern Time on September 22nd. It is speculated from the preview map of official website that new Surface hardware products will be launched at this conference.</p><p><a href=\"https://laohu8.com/NW/1138162673\" target=\"_blank\"><b>C3.ai's first-quarter net loss of $37.459,000 turned to loss from year-on-year profit</b></a></p><p>According to the financial report, the revenue in the first quarter was $52.4 million, compared with the market expectation of $51.2 million; First-quarter net loss of $37.459 million, profit of $150,000 in the same period last year; Q1 loss of $0.37 per share.</p><p><a href=\"https://laohu8.com/NW/1100640756\" target=\"_blank\"><b>ChargePoint Q2 Revenue Beats Estimates, Raises Full-Year Guidance</b></a></p><p>According to the financial report, the revenue in the second quarter was USD 56 million, and the market expected USD 49 million; The net loss in the second quarter was US$92 million, compared with the market expectation of a net loss of US$45 million; Loss of $0.29 per share in the second quarter, compared to the market expectation of a loss of $0.15.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning: The Nasdaq broke its previous high again! OPEC + Maintains Existing Production Increase Route</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning: The Nasdaq broke its previous high again! OPEC + Maintains Existing Production Increase Route\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-02 07:38</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Abstract:</b>Employment recovery suffered setbacks, and U.S. stocks were mixed, and the Nasdaq broke the previous high again; Chinese stocks continued their sharp rebound trend; OPEC + announced that it would continue to increase production by 400,000 barrels per day as planned; Tesla crashes into police car again, US regulatory authorities send letter questioning>>><b>Overseas markets</b></p><p><b>US Stocks Close: Poor ADP Data Stimulates Defensive Sentiment, Nasdaq Hits Another All-Time High</b></p><p>On the first trading day of September, tech giants pushed the Nasdaq to new highs amid worse-than-expected ADP data, with the S&P 500 edging up and the Dow, which is closer to the economic cycle, weakening slightly. By the close, the S&P 500 index rose 0.03% to 4524.09 points; The Nasdaq rose 0.33% to 15,309.38 points; The Dow fell 0.14% to 35,312.53.</p><p><b>China concept stocks continue their sharp rebound trend</b></p><p>Chinese stocks continued to rebound sharply on Wednesday,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Over 5%, Ctrip rose nearly 4%; In the Education Unit,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>And<a href=\"https://laohu8.com/S/ZME\">Leader Education</a>Closed up more than 9%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Up nearly 4%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>A slight uptick; Among e-commerce stocks,<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>rose by more than 8%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>rose by more than 6%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>rose by more than 3%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>rose by more than 2%; Game stocks performed mixed, rising more than 8% on Tuesday<a href=\"https://laohu8.com/S/NTES\">Netease</a>It turned down in the session, closing down more than 0.5%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>ADR closed up more than 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It rose more than 5%. And China's new car-making force that just announced the transcript of August delivery — —<a href=\"https://laohu8.com/S/NIO\">Nio</a>XPeng and<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Shares fell back and closed lower. In addition,<a href=\"https://laohu8.com/S/TUYA\">Tuya Intelligence</a>、<a href=\"https://laohu8.com/S/BEKE\">Shell</a>Looking for a house,<a href=\"https://laohu8.com/S/YMM\">Manbang</a>、<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Both reached double-digit gains,<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Up nearly 10%.</p><p><b>U.S. crude oil futures closed 0.1% higher</b></p><p>Crude oil futures closed slightly higher on Wednesday. Wednesday's meeting of the Organization of the Petroleum Exporting Countries and its allies (OPEC +) confirmed its previous plan to increase daily crude oil production by 400,000 barrels. West Texas Intermediate (WTI) futures for October delivery edged up 9 cents, or just over 0.1%, to close at $68.59 a barrel on the New York Mercantile Exchange.</p><p><b>Gold futures close down 0.1%</b></p><p>Gold futures closed lower on Wednesday. The weaker-than-expected US ADP private sector employment data released today only briefly boosted the rise in safe-haven metal prices. Investors expect Friday's non-farm payrolls report to provide clearer direction for gold. Gold futures for December delivery fell $2.10, or 0.1%, to close at $1,816 an ounce on the New York Mercantile Exchange.</p><p><b>European stocks close higher, basic resources stocks buck the market and fall</b></p><p>Investors digested higher-than-expected euro zone inflation data, with European stocks generally closing higher, with only Germany's DAX30 index closing lower. The pan-European Stoxx 600 index closed up 2.24 points, or 0.48%, at 473.12; Germany's DAX30 index closed down 10.80 points, or 0.07%, at 15,824.29 points;<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index closed up 30.14 points, or 0.42%, at 7149.84 points; France's CAC40 closed up 78.51 points, or 1.18%, at 6,758.69.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2164811757\" target=\"_blank\"><b>OPEC + decides to maintain timetable of 400,000 bpd production increase per month</b></a></p><p>After a brief video conference, OPEC + agreed to adhere to the existing monthly schedule of gradual production increases. Ministers agreed to continue the 400,000 bpd increase, representatives said. The video conference lasted less than an hour and was one of the shortest in recent memory, in stark contrast to the difficult negotiations in July.</p><p><b>ADP data comes out, U.S. companies add significantly fewer employees than expected</b></p><p>U.S. businesses added fewer new jobs than expected in August, reflecting stubborn hiring challenges and a slowing labor market recovery. U.S. corporate employment increased by 374,000 last month, according to data released Wednesday by ADP Research Institute, less than all economists surveyed by the media had estimated. July revised figures for an increase of 326,000.</p><p><b>US sets up $7.5 billion infrastructure plan to promote charging services for electric vehicles</b></p><p>According to a Reuters report, the Biden administration has laid out a $7.5 billion plan to prepare to roll out advanced electric vehicle charging infrastructure to underserved areas. Most private charging pile companies responded by saying that the government should accurately extend EV charging services to neglected communities and consider creating incentives for business owners or landlords who install related facilities.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/2164815506\" target=\"_blank\"><b>Pfizer's COVID-19 oral drug restarts mid-and late-stage trials for mild patients</b></a></p><p>International pharmaceutical giant Pfizer announced on Wednesday that the company's new crown oral drug PF-07321332 under development has launched another phase II/III trial, and the first enrolled patient started administration on the same day. A total of 1140 patients will be enrolled in this randomized double-blind trial, half of whom will take PF-07321332 along with the antiviral drug ritonavir for five consecutive days at 12-hour intervals. At the same time, Pfizer has also launched another mid-to-late-stage trial of PF-07321332/ritonavir, targeting adult patients with mild symptoms but at risk of worsening the course of the disease. Patients have been enrolled since July. The company expects that if progress goes well, it will apply for emergency use permit in the fourth quarter.</p><p><a href=\"https://laohu8.com/NW/1192059276\" target=\"_blank\"><b>Tesla Assisted Driving Crashes US Police Vehicle Again Regulation Issues Inquiry Letter</b></a></p><p>The National Highway Traffic Safety Administration (NHTSA) on Wednesday confirmed another incident of a Tesla vehicle using computer-assisted driving hitting a police car this past weekend, the twelfth similar incident in the country. The department announced on August 16 that it had launched a formal investigation into Tesla Autopilot over the previous eleven incidents. Following the latest accident, NHTSA issued a questioning letter to Tesla this Tuesday, asking very detailed questions about all aspects of Tesla's autonomous driving technology, including identification technology, customer complaints, and more. Regulations require Tesla to answer those questions within 120 days.</p><p><b>Key New Drugs Encounter FDA Strong Warning AbbVie's Market Value Evaporates More Than $10 Billion</b></p><p>On Wednesday local time, the US FDA added a warning of AbbVie's new arthritis drug Rinvoq, saying that this drug has the risk of increasing blood clots and death. Previously, this drug has received the FDA's strictest \"<a href=\"https://laohu8.com/S/BBOX\">Black box</a>Warning \". It is reported that Pfizer Xeljanz and<a href=\"https://laohu8.com/S/LLY\">Lilly</a>Olumiant will also carry a similar label. For AbbVie, Rinvoq was originally the revenue hope after the company's star drug adalimumab patent period ended. The company's intraday decline exceeded 10% on Wednesday, and finally closed down 7.05%.</p><p><a href=\"https://laohu8.com/NW/2164589056\" target=\"_blank\"><b>Amazon New CEO Launches Mass Hiring</b></a></p><p>Andy Jassy, who just succeeded Bezos as CEO of Amazon in July this year, said on Wednesday that Amazon's annual \"Workplace Day\" starting on September 15th this year will release 55,000 corporate and technical jobs. At present, Amazon employs 275,000 people worldwide in relevant positions. Unlike big job players such as retail logistics and warehousing, Amazon's recruiting focus this year includes engineering, research sciences and<a href=\"https://laohu8.com/S/300024\">Robot</a>。</p><p><b>Chip shortage tide continues: Ford cuts F-150 capacity again Tesla's new Roadster delivery date delayed again</b></p><p>On Wednesday local time, due to the chip shortage, Ford informed employees of the latest round of production cuts through an internal letter. Most of the scrutiny is that the Kansas assembly plant, which produces the F-150, will remain shut down until Sept. 6, following last week's shutdown. Other factories that make the F-150 have also cut their three-shift schedule to one shift. Production capacity of high-margin models such as Ford's Super Duty pickup, Conqueror and Navigator SUV also suffered. In addition to Ford, Tesla CEO Musk also said on Wednesday that the new Roadster will be delayed until 2023 again.</p><p><a href=\"https://laohu8.com/NW/2164119378\" target=\"_blank\"><b>Reports say the U.S. Department of Justice is close to completing preparations for the second Google antitrust case</b></a></p><p>After the bell on Wednesday, local media reported that the U.S. Justice Department is preparing a second antitrust lawsuit against Google's digital advertising business, which could be filed as soon as within the year. At present, the U.S. Department of Justice is going to court with Google over the antitrust issue of search business. Affected by this news, Google fell 0.40% after hours as of press time.</p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a>: 8 states in the United States support driver's license and ID entry in Apple Wallet</b></p><p>According to reports, Apple announced today that eight states in the United States will launch a feature that allows users to add their driver's license and state ID (ID card) to Apple Wallet for iPhone and Apple Watch users to use during airport security.</p><p><a href=\"https://laohu8.com/NW/2164581565\" target=\"_blank\"><b>Microsoft officially announced that it will hold a new product launch conference on September 22, EST</b></a></p><p>Microsoft announced on its official website that it will hold a new product launch conference at 11 a.m. Eastern Time on September 22nd. It is speculated from the preview map of official website that new Surface hardware products will be launched at this conference.</p><p><a href=\"https://laohu8.com/NW/1138162673\" target=\"_blank\"><b>C3.ai's first-quarter net loss of $37.459,000 turned to loss from year-on-year profit</b></a></p><p>According to the financial report, the revenue in the first quarter was $52.4 million, compared with the market expectation of $51.2 million; First-quarter net loss of $37.459 million, profit of $150,000 in the same period last year; Q1 loss of $0.37 per share.</p><p><a href=\"https://laohu8.com/NW/1100640756\" target=\"_blank\"><b>ChargePoint Q2 Revenue Beats Estimates, Raises Full-Year Guidance</b></a></p><p>According to the financial report, the revenue in the second quarter was USD 56 million, and the market expected USD 49 million; The net loss in the second quarter was US$92 million, compared with the market expectation of a net loss of US$45 million; Loss of $0.29 per share in the second quarter, compared to the market expectation of a loss of $0.15.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160686189","content_text":"摘要：就业复苏遭遇挫折，美股涨跌互现纳指再破前高；中概股延续大幅反弹走势；OPEC+宣布继续按计划增产40万桶/日；特斯拉再撞警车，美监管部门发函质询>>>\n\n海外市场\n美股收盘：ADP数据欠佳激发防御情绪 纳指再创历史新高\n九月的第一个交易日，在ADP数据逊于预期的背景下科技巨头推动纳指再创新高，标普500指数微幅上涨，更贴近经济周期的道指小幅走弱。截至收盘，标普500指数涨0.03%，报4524.09点；纳斯达克指数涨0.33%，报15309.38点；道琼斯指数跌0.14%，报35312.53点。\n中概股延续大幅反弹走势\n中概股周三继续大幅反弹走势，百度涨超5%，携程涨近4%；教育股中，高途和掌门教育收涨逾9%，新东方涨近4%，好未来微涨；电商股中，唯品会涨超8%，拼多多涨超6%，阿里巴巴涨超3%，京东涨超2%；游戏股表现不一，周二涨超8%的网易盘中转跌，收跌逾0.5%，腾讯ADR收涨逾4%，哔哩哔哩涨超5%。而刚刚公布8月交付成绩单的中国造车新势力——蔚来、小鹏和理想汽车股价回落收跌。此外，涂鸦智能、贝壳找房、满帮、知乎均达到两位数涨幅，爱奇艺涨近10%。\n美国原油期货价格收高0.1%\n原油期货周三收盘小幅上涨。周三召开的石油输出国组织及其盟友（OPEC+）会议确认了其先前将每日原油产量增加40万桶的计划。纽约商品交易所10月交割的西德克萨斯中质原油（WTI）期货价格小幅上涨9美分，涨幅略高于0.1%，收于每桶68.59美元。\n黄金期货收跌0.1%\n黄金期货周三收低。今日公布的美国ADP私营部门就业数据弱于预期，仅短暂提振避险金属价格上涨。投资者期待周五公布的非农就业报告将为黄金提供更明确的方向指导。纽约商品交易所12月交割的黄金期货价格下跌2.10美元，跌幅0.1%，收于每盎司1816美元。\n欧股收高，基本资源类股逆市下跌\n投资者消化了高于预期的欧元区通胀数据，欧股普遍收高，仅德国DAX30指数收跌。泛欧斯托克600指数收盘上涨2.24点，涨幅0.48%，报473.12点；德国DAX30指数收盘下跌10.80点，跌幅0.07%，报15824.29点；英国富时100指数收盘上涨30.14点，涨幅0.42%，报7149.84点；法国CAC40指数收盘上涨78.51点，涨幅1.18%，报6758.69点。\n国际宏观\nOPEC+决定维持每月增产40万桶/日的时间表\n在短暂视频会议后，OPEC+同意遵守现有的每月逐步增产的时间表。代表们表示，部长们同意继续保持每月40万桶/日的增产幅度。此次视频会议持续了不到一个小时，是近期有记忆以来会程最短的会议之一，与7月份艰难的谈判形成鲜明对比 。\nADP数据出炉 美国企业新增员工大幅少于预期\n美国企业8月新增加的就业人数少于预期，反映出招聘挑战顽固且劳动力市场复苏放缓。ADP研究院周三发布的数据显示，美国企业就业人数上个月增加37.4万，低于所有接受媒体调查的经济学家预估。7月修订数据为增加32.6万人。\n美国制定75亿美元基础设施计划 以推广电动汽车的充电服务\n根据路透社报道，拜登政府制定了一项75亿美元的计划，准备将先进的电动汽车充电基础设施推广至服务不足的地区。大多数私营充电桩公司对此表示，政府应准确地将电动汽车充电服务扩展到被忽视的社区，并考虑为安装相关设施的企业主或房东创造激励措施。\n公司新闻\n辉瑞新冠口服药再度启动轻症患者中后期试验\n国际医药巨头辉瑞周三发布公告称，公司研发中的新冠口服药PF-07321332又启动了一项Ⅱ/Ⅲ期试验，第一名入组患者于当日开始给药。这项随机双盲试验总共将招募1140名患者，其中一半人将按照间隔12小时连续五天服用PF-07321332以及抗病毒药物利托那韦。与此同时，辉瑞还开展了另一项PF-07321332/利托那韦的中后期试验，针对的是轻症但处于病程恶化风险的成年患者，已经从7月开始入组患者。公司预期如果进展顺利，将在四季度申请紧急使用许可。\n特斯拉辅助驾驶再撞美国警车 监管下发问询函\n美国国家公路交通安全管理局（NHTSA）周三确认，在刚刚过去的周末又发生了一起使用计算机辅助驾驶的特斯拉汽车撞击警车的事件，这也是该国第十二起类似事件。该部门曾在8月16日宣布就此前十一起事件对特斯拉Autopilot启动正式调查。在最新事故发生后，NHTSA本周二向特斯拉签发了质询函，对特斯拉自动驾驶技术的方方面面提出了非常详尽的问题，包括识别技术、客户投诉等方面。监管要求特斯拉在120天内对这些问题进行回答。\n关键新药遭遇FDA严厉警告 艾伯维市值蒸发逾百亿美元\n当地时间周三，美国FDA新增了AbbVie旗下关节炎新药Rinvoq的警告，称这款药物存在提升血栓和死亡的风险，此前这款药物已经收到了FDA最严厉的“黑盒警告”。据悉，适应症相同的辉瑞Xeljanz和礼来Olumiant也会带有类似标签。对于艾伯维来说，Rinvoq原本是公司明星药阿达木单抗专利期结束后的营收希望。公司周三盘中跌幅一度超过10%，最终收跌7.05%。\n亚马逊新CEO启动大规模招聘\n今年七月刚刚接班贝索斯担任亚马逊CEO的安迪·贾西周三表示，亚马逊今年在9月15日开始的年度“职场日”将放出5.5万个企业和技术岗位，在相关位置上目前亚马逊在全球雇佣了27.5万人。与零售物流和仓储等就业大户不同，亚马逊今年招募的重点包括工程、研究科学和机器人。\n芯片短缺潮延续：福特再度削减F-150产能 特斯拉新Roadster交付日期再度延迟\n当地时间周三，受到芯片短缺影响，福特公司通过内部信向员工告知了最新一轮减产的安排。最受关注的是，生产F-150的堪萨斯装配厂继上周停工后，将继续停工至9月6日。其他生产F-150的工厂也将三班倒的安排削减至一个班次。福特Super Duty皮卡、征服者和领航员SUV等高利润车型的产能也遭遇影响。除了福特以外，特斯拉CEO马斯克也在周三表示，新款Roadster将再度延后至2023年发货。\n报道称美国司法部接近完成第二桩谷歌反垄断案起诉准备工作\n周三盘后，当地媒体报道称美国司法部正在准备第二桩针对谷歌数字广告业务的反垄断诉讼，最快可能在年内提起诉讼。目前美国司法部正在与谷歌就搜索业务反垄断问题对簿公堂。受此消息影响，截至发稿谷歌盘后跌0.40%。\n苹果：美国8个州支持在苹果钱包中录入驾照和身份证\n据报道，苹果公司今日宣布，美国的8个州将推出一项功能，允许用户将驾照和州ID（身份证）添加到苹果钱包（Apple Wallet）中，供iPhone和Apple Watch用户在机场安检时使用。\n微软官宣将于美东时间9月22日举行新品发布会\n微软在其官网宣布，将于美国东部时间9月22日上午11点举行新品发布会。从官网预告图推测，此次发布会或将推出Surface硬件新品。\nC3.ai第一季度净亏损3745.9万美元，同比止盈转亏\n财报显示，第一季度营收5240万美元，市场预期5120万美元；第一季度净亏损3745.9万美元，去年同期盈利15万美元；第一季度每股亏损0.37美元。\nChargePoint Q2营收超预期，上调全年业绩指引\n财报显示，第二季度营收0.56亿美元，市场预期0.49亿美元；第二季度净亏损0.92亿美元，市场预期净亏损0.45亿美元；第二季度每股亏损0.29美元，市场预期亏损0.15美元。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894833285,"gmtCreate":1628815502247,"gmtModify":1676529862544,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088296979073510","authorIdStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/894833285","repostId":"1160603020","repostType":4,"isVote":1,"tweetType":1,"viewCount":3104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813232611,"gmtCreate":1630203953933,"gmtModify":1676530242551,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088296979073510","authorIdStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813232611","repostId":"1184955585","repostType":4,"repost":{"id":"1184955585","kind":"news","pubTimestamp":1630118344,"share":"https://ttm.financial/m/news/1184955585?lang=en_US&edition=fundamental","pubTime":"2021-08-28 10:39","market":"hk","language":"zh","title":"Why does TSMC become the king of Asian stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=1184955585","media":"远川科技评论","summary":"在2020年初，全球市值最大的十家企业中，美国独占7席，而中国的腾讯和阿里也榜上有名，成为亚洲唯二突入榜单的企业。\n\n在当时看来，腾讯和阿里进入榜单是一个再自然不过的结果，前十大企业中6个是互联网、2","content":"<p>At the beginning of 2020, the United States held seven of the world's ten largest companies by market capitalization, while China's<a href=\"https://laohu8.com/S/00700\">Tencent</a>And Ali are also on the list, becoming the only two companies in Asia to break into the list.</p><p><img src=\"https://static.tigerbbs.com/c2b6b856b3f2f1196c329b1155f9fc5f\" tg-width=\"1080\" tg-height=\"589\" referrerpolicy=\"no-referrer\"></p><p>At that time, it was a natural result that Tencent and Ali entered the list. Six of the top ten enterprises were Internet, two finance and one resource, and the only hardware enterprise<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Production is not under their own control. At that time, if a family<b>Heavy on assets, heavy on manufacturing, no oil at home</b>Enterprises can still enter the top ten, which is tantamount to idiotic dreams.</p><p>But what I didn't expect was that on August 18, 2021, just over a year later,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>With a market value of $538 billion, it successfully surpassed Tencent and became the highest market value company in Asia.</p><p>Supporting the market value of TSMC's Asian stock king is TSMC's revenue of 13.29 billion US dollars in the second quarter, earning 147 million US dollars a day.</p><p>At the same time, the global shortage of chips has made TSMC's orders hard currency: not long ago, after Apple placed an order of 100 million chips at one time, TSMC's raw material suppliers directly broke the news, and TSMC's orders have been fully loaded until 2024.</p><p><b>Behind TSMC's replacement of Tencent as the Asian stock king, it is not only the change of market value of the two companies, but also the counterattack of hard technology manufacturing on the Internet.</b></p><p>So how did TSMC cultivate its current position as the king of stocks in an electronic industry with heavy assets, high labor costs and extremely strong customers?</p><p>The answer lies in the three historical opportunities of TSMC's rise.</p><p><img src=\"https://static.tigerbbs.com/8831ed0813cfe4215d1a7249b8194a1a\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>In December 1989, TSMC, which was just two years old, ushered in<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>The head Li Jianxi personally poached the wall.</p><p>This time, Li Jianxi took a fancy to not a process leader or a technical bull, but directly locked his eyes on Zhang Zhongmou, the 58-year-old founder of TSMC.</p><p>The reason why Li Jianxi is so confident has a lot to do with the development background of the industry at that time: Samsung at that time was already the overlord of many industries, a super chaebol that controlled the lifeblood of South Korea;<b>However, the status of chip foundry in the industry at that time was actually similar to that of Foxconn, another foundry king in Taiwan Province, China today: the technical content is not high, and there are many competitors, all of which are located at the bottom of the \"smile curve\" of value distribution in the manufacturing industry chain</b>Do the most tiring work and earn the least money.</p><p><img src=\"https://static.tigerbbs.com/9789042af668ea4b67309f48e5f3e543\" tg-width=\"620\" tg-height=\"354\" referrerpolicy=\"no-referrer\"></p><p>What's more,<b>At that time, chip manufacturing was still in the sub-micron stage, and the IDM mode of chip enterprises' own design, manufacture, and sealing and testing was the mainstream of the industry.</b>The top ten semiconductor companies in the world that year, NEC, Toshiba, Hitachi, Motorola,<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>Fujitsu, Mitsubishi,<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/PC\">Panasonic</a>、<a href=\"https://laohu8.com/S/PHG\">Philips</a>All are typical semiconductor IDM giants.</p><p>So, why do IDMs with their own factories look for TSMC, which is a fledgling company and whose craft is even inferior to their own, to OEM chips?</p><p>This is a very real problem faced by Zhang Zhongmou, an elderly entrepreneur, after rejecting Li Jianxi's olive branch.</p><p>Soon, however, TSMC ushered in its first era opportunity: the rise of PC.</p><p>Around 1988, under the leadership of Intel, the global electronic industry entered the PC era from the traditional mainframe era. While<b>The focus of the global semiconductor industry has gradually begun to move from traditional DRAM storage to digital chips represented by CPU and GPU.</b></p><p>traditional<b>DRAM memory chips are light in design and heavy in manufacturing, so IDM mode leads the development of the industry; For digital chips, chip manufacturing is certainly the top priority, but as the number of transistors in the chip reaches a million, the chip design investment required behind it is becoming more and more arduous. In the case of limited energy, it has become an imminent trend to separate design from manufacturing.</b></p><p><img src=\"https://static.tigerbbs.com/673230fbc935dd61c98bcb0b5390e825\" tg-width=\"767\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Relying on the personal friendship between Intel President Grove and Zhang Zhongmou, Intel directly sent engineers to TSMC, and pointed out at least 200 process improvement processes for TSMC, which had only more than 200 manufacturing processes at that time.</p><p>You know, Intel at that time was synonymous with top chip manufacturing. The 80486 chip under development is not only the first in the world to use the 1-micron manufacturing process, but also the first high-end chip maker to break through 1 million transistor integration in one chip and reach 1.2 million pioneers.</p><p>Being coached one-on-one by Intel, TSMC won the first technical ticket to the top chip foundry in one fell swoop.</p><p>Shortly after getting this ticket, in 1995, TSMC agreed with the two-year-old<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>It hit it off and picked up another important boat ticket for the PC era.</p><p>In the next decade, TSMC has established a<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Cooperation of chip design enterprises such as Meiman Electronics; On the other hand, through the research and development of copper process technology and wet lithography technology, it is unique in the world in technology. In 2004, it occupied half of the global market share.</p><p><b>However, TSMC didn't expect that another storm that may subvert the industrial structure was quietly coming.</b></p><p><img src=\"https://static.tigerbbs.com/9dc0fda484f9be29a169f2a280cc0408\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>Soon after becoming the first brother of the OEM in the field of PC chips, Apple came with a tsunami of smart phones. Unfortunately, the protagonist this time was not TSMC at first.</p><p>In 2007, Jobs announced with the original iPhone in the spotlight, which was called an amazing cross-generation product. In the following years, every time a new iPhone is released, there will be a spectacle of crazy fruit powder queuing up in the early morning in front of Apple retail stores all over the world.</p><p>Behind the iPhone Fengshen, it also clearly shows one thing:<b>The era of smart phones has arrived. Only by winning Apple can we become a real chip foundry brother.</b></p><p>But anyone who knows the business knows that Jobs on the stage seems to be the \"God\" who released iPhone phones on the surface, but fundamentally, he is just a migrant worker of Samsung Empire on the other side of the ocean.</p><p>IHS, a market research agency, once disassembled the cost sources of previous generations of iPhones and found that in the era before the appearance of dual-camera and bathroom camera, the former<b>The three major sources of cost for several generations of iPhones are: processor, screen and storage. And in an iPhone, all three of these items are made by Samsung.</b></p><p>The processor and storage provided by Samsung are naturally made by Samsung. However, TSMC, which made almost half of the world's chips in those days, could only wait and see with silent envy.</p><p>However, as the top supply chain checks and balances master, Apple will definitely not allow its competitors to control its three lifebloods at the same time.</p><p>So, on the one hand, it mixed oil with Samsung, and on the other hand, Apple quietly connected with TSMC in 2010. In order to cooperate more smoothly between the two sides, TSMC has also set up a team composed of more than 100 cross-departmental R&D engineers.<a href=\"https://laohu8.com/S/AONE.U\">one</a>team \"team, stationed at Apple's headquarters in the United States, worked together to engage in secret research and development in an attempt to completely bypass Samsung's patents.</p><p>After the initial progress in research and development, Apple immediately filed 16 infringement charges against Samsung in 2011. Samsung, on the other hand, took Apple to court, counterclaimed Apple's infringement, and even asked the United States to ban the sale of iPhones.</p><p>Apple and Samsung are competing with each other, and TSMC gains.</p><p>Since Apple's A8 chip in 2014, TSMC has started to OEM most Apple chips. Since the iPhone 7 era, TSMC has completely monopolized the production of all Apple chips. The cooperation continues to this day, and Apple is still TSMC's largest customer, contributing nearly 20% of TSMC's revenue every year.</p><p>At this point, TSMC has officially confirmed the leading position of chip foundry.</p><p><b>But can just working for the most powerful customers make TSMC what it is today? As Apple's largest foundry, Foxconn was the first to disagree.</b></p><p><img src=\"https://static.tigerbbs.com/7c04503bafb7a71524a1d953b35f1228\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>Also the king of foundry, TSMC can stick the throat of global customers, while Foxconn is helpless to Apple to support competitors to steal business.</p><p>Behind the completely different destiny, in fact, the groundwork has been laid as early as the track selection.</p><p>Foxconn represented by<b>Electronic assembly is essentially a low-threshold industry that can start on the assembly line 24 hours a day as long as enough workers are gathered.</b>Therefore, as an OEM, twenty years ago, Foxconn was faced with the \"five tigers of Taiwan Province OEM\" in Taiwan Province, China-Quanta, Compal, Pegatron, Wistron and Inventec to grab business; In the past ten years, Foxconn has faced Luxshare, Goertek, Wentai,<a href=\"https://laohu8.com/S/002594\">BYD</a>They are frantically grabbing business in their own territory.</p><p>This low technology content and low threshold are reflected in the financial report, which is manifested in Foxconn's gross profit that is thinner than a razor blade: in the past ten years,<b>In order to keep the gross profit that never exceeded 10%, Foxconn moved its factory all the way from Shenzhen to Zhengzhou, and then from Zhengzhou to Vietnam... constantly moving between different depressions of labor cost.</b></p><p>In sharp contrast, TSMC's corresponding chip foundry is an industry rolling forward on the wheel of Moore's Law. Under the leadership of Moore's Law, the number of components that can be accommodated on integrated circuits will double every 18 to 24 months, the size of corresponding transistors will continue to shrink, and the manufacture of semiconductors will become more and more difficult.</p><p>Reflected in the capital expenditure, the cost of the semiconductor industry has risen sharply in the process of upgrading from 8 inches to 12 inches: the cost of an 8-inch wafer fab depends on the production capacity of 100 million dollars at the lowest and 1.5 billion dollars at the highest, and ordinary enterprises can bite their teeth and still top it. The cost of a new 12-inch fab is as high as $2.5 billion to $3 billion, enough to leave most competitors in the industry behind.</p><p>Different technical content also determines different competitive landscape.<b>The harder Foxconn works, the more competitors it has; Along the way, TSMC has been unique in the world from 0.18 microns to 3 nanometers. Not only are there fewer and fewer competitors, but even its former big brothers Intel and IBM have been left behind.</b></p><p><img src=\"https://static.tigerbbs.com/12e071a18a041e0b8ddb78626d4f42b1\" tg-width=\"667\" tg-height=\"855\" referrerpolicy=\"no-referrer\"></p><p>With fewer and fewer rivals, the profits will naturally get higher and higher. In Taiwan Province, China, Foxconn has set up factories worldwide, and its gross profit is less than 10%. If you don't pay attention, it will be contained by Apple with Wistron, Pegatron and Luxshare;</p><p>TSMC, which has insisted on producing high-end process products in Taiwan Province, China for 30 years, can maintain a gross profit of about 50% all year round, while customers want to grab TSMC's latest production capacity, but money is never enough: in September 2020, after TSMC was forced to cut off supply to Huawei due to US sanctions, Qualcomm and MediaTek had the opportunity to replace Huawei and use TSMC's latest 5nm production capacity.</p><p>The market share ranked first, and the capital threshold of the industry continued to improve; The dividend effect of technology is constantly superimposed... TSMC, which is alone in seeking defeat, has laid its unshakable first throne in the field of chip foundry.</p><p>Looking back at history, there are three main reasons for the rise of TSMC to become the king of foundry: in the PC era, it was supported by half Intel and Nvidia; The mobile phone era was chosen by Apple and became an important tool to check and balance Samsung; In the following years, he sat on the wheel of Moore's Law, relying on the advantages of technology and capital, and left many competitors far behind.</p><p>However, TSMC's change from the \"king of chip foundry\" to the \"king of stocks\" is still one last step away: let Internet companies whose market value ranks ahead of TSMC fall from the altar in the capital market.</p><p><img src=\"https://static.tigerbbs.com/efede982c9faf847a3a670f3cc42a078\" tg-width=\"992\" tg-height=\"914\" referrerpolicy=\"no-referrer\"></p><p>Since the beginning of the year, on the one hand, TSMC has made a lot of money in the epic chip shortage, and recently its stock price has become the king of Asian stocks. On the other hand, looking back at the traditional \"stock god\" Internet, Tencent has plunged by 45% from the highest point since the beginning of the year; Ali has fallen by more than 30% so far;<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>The stock price has fallen by more than 45% since it was listed on the Hong Kong Stock Exchange.</p><p>From the king of chip foundry to the king of Asian stocks, TSMC is inseparable from its own efforts, and at the same time, it is inseparable from the process of history.</p><p>In addition to the process, it gives us a hint of enlightenment:<b>Do the hard and correct thing, and the more you persist, the smoother it will be.</b></p>","source":"lsy1571969218062","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>Why does TSMC become the king of Asian stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy does TSMC become the king of Asian stocks?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">远川科技评论</strong><span class=\"h-time small\">2021-08-28 10:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>At the beginning of 2020, the United States held seven of the world's ten largest companies by market capitalization, while China's<a href=\"https://laohu8.com/S/00700\">Tencent</a>And Ali are also on the list, becoming the only two companies in Asia to break into the list.</p><p><img src=\"https://static.tigerbbs.com/c2b6b856b3f2f1196c329b1155f9fc5f\" tg-width=\"1080\" tg-height=\"589\" referrerpolicy=\"no-referrer\"></p><p>At that time, it was a natural result that Tencent and Ali entered the list. Six of the top ten enterprises were Internet, two finance and one resource, and the only hardware enterprise<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Production is not under their own control. At that time, if a family<b>Heavy on assets, heavy on manufacturing, no oil at home</b>Enterprises can still enter the top ten, which is tantamount to idiotic dreams.</p><p>But what I didn't expect was that on August 18, 2021, just over a year later,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>With a market value of $538 billion, it successfully surpassed Tencent and became the highest market value company in Asia.</p><p>Supporting the market value of TSMC's Asian stock king is TSMC's revenue of 13.29 billion US dollars in the second quarter, earning 147 million US dollars a day.</p><p>At the same time, the global shortage of chips has made TSMC's orders hard currency: not long ago, after Apple placed an order of 100 million chips at one time, TSMC's raw material suppliers directly broke the news, and TSMC's orders have been fully loaded until 2024.</p><p><b>Behind TSMC's replacement of Tencent as the Asian stock king, it is not only the change of market value of the two companies, but also the counterattack of hard technology manufacturing on the Internet.</b></p><p>So how did TSMC cultivate its current position as the king of stocks in an electronic industry with heavy assets, high labor costs and extremely strong customers?</p><p>The answer lies in the three historical opportunities of TSMC's rise.</p><p><img src=\"https://static.tigerbbs.com/8831ed0813cfe4215d1a7249b8194a1a\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>In December 1989, TSMC, which was just two years old, ushered in<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>The head Li Jianxi personally poached the wall.</p><p>This time, Li Jianxi took a fancy to not a process leader or a technical bull, but directly locked his eyes on Zhang Zhongmou, the 58-year-old founder of TSMC.</p><p>The reason why Li Jianxi is so confident has a lot to do with the development background of the industry at that time: Samsung at that time was already the overlord of many industries, a super chaebol that controlled the lifeblood of South Korea;<b>However, the status of chip foundry in the industry at that time was actually similar to that of Foxconn, another foundry king in Taiwan Province, China today: the technical content is not high, and there are many competitors, all of which are located at the bottom of the \"smile curve\" of value distribution in the manufacturing industry chain</b>Do the most tiring work and earn the least money.</p><p><img src=\"https://static.tigerbbs.com/9789042af668ea4b67309f48e5f3e543\" tg-width=\"620\" tg-height=\"354\" referrerpolicy=\"no-referrer\"></p><p>What's more,<b>At that time, chip manufacturing was still in the sub-micron stage, and the IDM mode of chip enterprises' own design, manufacture, and sealing and testing was the mainstream of the industry.</b>The top ten semiconductor companies in the world that year, NEC, Toshiba, Hitachi, Motorola,<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>Fujitsu, Mitsubishi,<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/PC\">Panasonic</a>、<a href=\"https://laohu8.com/S/PHG\">Philips</a>All are typical semiconductor IDM giants.</p><p>So, why do IDMs with their own factories look for TSMC, which is a fledgling company and whose craft is even inferior to their own, to OEM chips?</p><p>This is a very real problem faced by Zhang Zhongmou, an elderly entrepreneur, after rejecting Li Jianxi's olive branch.</p><p>Soon, however, TSMC ushered in its first era opportunity: the rise of PC.</p><p>Around 1988, under the leadership of Intel, the global electronic industry entered the PC era from the traditional mainframe era. While<b>The focus of the global semiconductor industry has gradually begun to move from traditional DRAM storage to digital chips represented by CPU and GPU.</b></p><p>traditional<b>DRAM memory chips are light in design and heavy in manufacturing, so IDM mode leads the development of the industry; For digital chips, chip manufacturing is certainly the top priority, but as the number of transistors in the chip reaches a million, the chip design investment required behind it is becoming more and more arduous. In the case of limited energy, it has become an imminent trend to separate design from manufacturing.</b></p><p><img src=\"https://static.tigerbbs.com/673230fbc935dd61c98bcb0b5390e825\" tg-width=\"767\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Relying on the personal friendship between Intel President Grove and Zhang Zhongmou, Intel directly sent engineers to TSMC, and pointed out at least 200 process improvement processes for TSMC, which had only more than 200 manufacturing processes at that time.</p><p>You know, Intel at that time was synonymous with top chip manufacturing. The 80486 chip under development is not only the first in the world to use the 1-micron manufacturing process, but also the first high-end chip maker to break through 1 million transistor integration in one chip and reach 1.2 million pioneers.</p><p>Being coached one-on-one by Intel, TSMC won the first technical ticket to the top chip foundry in one fell swoop.</p><p>Shortly after getting this ticket, in 1995, TSMC agreed with the two-year-old<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>It hit it off and picked up another important boat ticket for the PC era.</p><p>In the next decade, TSMC has established a<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Cooperation of chip design enterprises such as Meiman Electronics; On the other hand, through the research and development of copper process technology and wet lithography technology, it is unique in the world in technology. In 2004, it occupied half of the global market share.</p><p><b>However, TSMC didn't expect that another storm that may subvert the industrial structure was quietly coming.</b></p><p><img src=\"https://static.tigerbbs.com/9dc0fda484f9be29a169f2a280cc0408\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>Soon after becoming the first brother of the OEM in the field of PC chips, Apple came with a tsunami of smart phones. Unfortunately, the protagonist this time was not TSMC at first.</p><p>In 2007, Jobs announced with the original iPhone in the spotlight, which was called an amazing cross-generation product. In the following years, every time a new iPhone is released, there will be a spectacle of crazy fruit powder queuing up in the early morning in front of Apple retail stores all over the world.</p><p>Behind the iPhone Fengshen, it also clearly shows one thing:<b>The era of smart phones has arrived. Only by winning Apple can we become a real chip foundry brother.</b></p><p>But anyone who knows the business knows that Jobs on the stage seems to be the \"God\" who released iPhone phones on the surface, but fundamentally, he is just a migrant worker of Samsung Empire on the other side of the ocean.</p><p>IHS, a market research agency, once disassembled the cost sources of previous generations of iPhones and found that in the era before the appearance of dual-camera and bathroom camera, the former<b>The three major sources of cost for several generations of iPhones are: processor, screen and storage. And in an iPhone, all three of these items are made by Samsung.</b></p><p>The processor and storage provided by Samsung are naturally made by Samsung. However, TSMC, which made almost half of the world's chips in those days, could only wait and see with silent envy.</p><p>However, as the top supply chain checks and balances master, Apple will definitely not allow its competitors to control its three lifebloods at the same time.</p><p>So, on the one hand, it mixed oil with Samsung, and on the other hand, Apple quietly connected with TSMC in 2010. In order to cooperate more smoothly between the two sides, TSMC has also set up a team composed of more than 100 cross-departmental R&D engineers.<a href=\"https://laohu8.com/S/AONE.U\">one</a>team \"team, stationed at Apple's headquarters in the United States, worked together to engage in secret research and development in an attempt to completely bypass Samsung's patents.</p><p>After the initial progress in research and development, Apple immediately filed 16 infringement charges against Samsung in 2011. Samsung, on the other hand, took Apple to court, counterclaimed Apple's infringement, and even asked the United States to ban the sale of iPhones.</p><p>Apple and Samsung are competing with each other, and TSMC gains.</p><p>Since Apple's A8 chip in 2014, TSMC has started to OEM most Apple chips. Since the iPhone 7 era, TSMC has completely monopolized the production of all Apple chips. The cooperation continues to this day, and Apple is still TSMC's largest customer, contributing nearly 20% of TSMC's revenue every year.</p><p>At this point, TSMC has officially confirmed the leading position of chip foundry.</p><p><b>But can just working for the most powerful customers make TSMC what it is today? As Apple's largest foundry, Foxconn was the first to disagree.</b></p><p><img src=\"https://static.tigerbbs.com/7c04503bafb7a71524a1d953b35f1228\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>Also the king of foundry, TSMC can stick the throat of global customers, while Foxconn is helpless to Apple to support competitors to steal business.</p><p>Behind the completely different destiny, in fact, the groundwork has been laid as early as the track selection.</p><p>Foxconn represented by<b>Electronic assembly is essentially a low-threshold industry that can start on the assembly line 24 hours a day as long as enough workers are gathered.</b>Therefore, as an OEM, twenty years ago, Foxconn was faced with the \"five tigers of Taiwan Province OEM\" in Taiwan Province, China-Quanta, Compal, Pegatron, Wistron and Inventec to grab business; In the past ten years, Foxconn has faced Luxshare, Goertek, Wentai,<a href=\"https://laohu8.com/S/002594\">BYD</a>They are frantically grabbing business in their own territory.</p><p>This low technology content and low threshold are reflected in the financial report, which is manifested in Foxconn's gross profit that is thinner than a razor blade: in the past ten years,<b>In order to keep the gross profit that never exceeded 10%, Foxconn moved its factory all the way from Shenzhen to Zhengzhou, and then from Zhengzhou to Vietnam... constantly moving between different depressions of labor cost.</b></p><p>In sharp contrast, TSMC's corresponding chip foundry is an industry rolling forward on the wheel of Moore's Law. Under the leadership of Moore's Law, the number of components that can be accommodated on integrated circuits will double every 18 to 24 months, the size of corresponding transistors will continue to shrink, and the manufacture of semiconductors will become more and more difficult.</p><p>Reflected in the capital expenditure, the cost of the semiconductor industry has risen sharply in the process of upgrading from 8 inches to 12 inches: the cost of an 8-inch wafer fab depends on the production capacity of 100 million dollars at the lowest and 1.5 billion dollars at the highest, and ordinary enterprises can bite their teeth and still top it. The cost of a new 12-inch fab is as high as $2.5 billion to $3 billion, enough to leave most competitors in the industry behind.</p><p>Different technical content also determines different competitive landscape.<b>The harder Foxconn works, the more competitors it has; Along the way, TSMC has been unique in the world from 0.18 microns to 3 nanometers. Not only are there fewer and fewer competitors, but even its former big brothers Intel and IBM have been left behind.</b></p><p><img src=\"https://static.tigerbbs.com/12e071a18a041e0b8ddb78626d4f42b1\" tg-width=\"667\" tg-height=\"855\" referrerpolicy=\"no-referrer\"></p><p>With fewer and fewer rivals, the profits will naturally get higher and higher. In Taiwan Province, China, Foxconn has set up factories worldwide, and its gross profit is less than 10%. If you don't pay attention, it will be contained by Apple with Wistron, Pegatron and Luxshare;</p><p>TSMC, which has insisted on producing high-end process products in Taiwan Province, China for 30 years, can maintain a gross profit of about 50% all year round, while customers want to grab TSMC's latest production capacity, but money is never enough: in September 2020, after TSMC was forced to cut off supply to Huawei due to US sanctions, Qualcomm and MediaTek had the opportunity to replace Huawei and use TSMC's latest 5nm production capacity.</p><p>The market share ranked first, and the capital threshold of the industry continued to improve; The dividend effect of technology is constantly superimposed... TSMC, which is alone in seeking defeat, has laid its unshakable first throne in the field of chip foundry.</p><p>Looking back at history, there are three main reasons for the rise of TSMC to become the king of foundry: in the PC era, it was supported by half Intel and Nvidia; The mobile phone era was chosen by Apple and became an important tool to check and balance Samsung; In the following years, he sat on the wheel of Moore's Law, relying on the advantages of technology and capital, and left many competitors far behind.</p><p>However, TSMC's change from the \"king of chip foundry\" to the \"king of stocks\" is still one last step away: let Internet companies whose market value ranks ahead of TSMC fall from the altar in the capital market.</p><p><img src=\"https://static.tigerbbs.com/efede982c9faf847a3a670f3cc42a078\" tg-width=\"992\" tg-height=\"914\" referrerpolicy=\"no-referrer\"></p><p>Since the beginning of the year, on the one hand, TSMC has made a lot of money in the epic chip shortage, and recently its stock price has become the king of Asian stocks. On the other hand, looking back at the traditional \"stock god\" Internet, Tencent has plunged by 45% from the highest point since the beginning of the year; Ali has fallen by more than 30% so far;<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>The stock price has fallen by more than 45% since it was listed on the Hong Kong Stock Exchange.</p><p>From the king of chip foundry to the king of Asian stocks, TSMC is inseparable from its own efforts, and at the same time, it is inseparable from the process of history.</p><p>In addition to the process, it gives us a hint of enlightenment:<b>Do the hard and correct thing, and the more you persist, the smoother it will be.</b></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/1vKEt53uVNkuuzHjwkGPDA\">远川科技评论</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电","03145":"华夏亚洲高息股","EWT":"台湾ETF-iShares MSCI"},"source_url":"https://mp.weixin.qq.com/s/1vKEt53uVNkuuzHjwkGPDA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184955585","content_text":"在2020年初，全球市值最大的十家企业中，美国独占7席，而中国的腾讯和阿里也榜上有名，成为亚洲唯二突入榜单的企业。\n\n在当时看来，腾讯和阿里进入榜单是一个再自然不过的结果，前十大企业中6个是互联网、2个金融、1个资源，唯一的硬件企业苹果，生产还不归自己管，当时如果说一家重资产、重制造、家里还没石油的企业还能进前十，无异于痴人说梦。\n但没有想到的是，仅仅一年多时间后的2021年8月18日，台积电就以5380亿美元的市值，成功超越腾讯，成为亚洲市值最高的公司。\n支撑起台积电亚洲股王市值的，是台积电二季度创下的132.9亿美元营收，一天赚1.47亿美元的亮眼业绩。\n与此同时，全球芯片大缺货，更是让台积电的订单成为硬通货：前不久，苹果一次性下单一亿片芯片后，台积电原材料供应商直接爆出猛料，台积电的订单已经满载到2024年。\n台积电取代腾讯成为亚洲股王的背后，不仅是两家企业市值的变化，同时，更是一场硬科技制造对互联网的逆袭。\n那么台积电究竟是如何在一个重资产、高人力成本投入，客户又极度强势的电子行业中，修炼出如今的股王地位？\n答案就藏在台积电崛起的三次历史机遇之中。\n\n1989年12月，刚成立两年的台积电就迎来三星掌门人李健熙的亲自挖墙脚。\n这一次，李健熙看上的，不是什么工艺负责人，也不是什么技术大牛，而是直接将目光锁定在了已经58岁的台积电创始人张忠谋的身上。\n李健熙之所以如此自信，与当时的行业发展背景有着很大的关系：当年的三星，已然是多个行业的霸主，把控韩国命脉的超级财阀；而芯片代工，在当时的行业地位，其实与如今中国台湾的另一个代工之王——富士康差不多：技术含量不高，竞争对手不少，都是位于制造业产业链价值分配“微笑曲线”的最底端，干着最累的活儿，赚最少的钱。\n\n更何况，当时的芯片制造还停留在亚微米阶段，芯片企业自己设计，自己制造，自己封测的IDM模式才是业界主流。当年的全球十大半导体公司，NEC、东芝、日立、摩托罗拉、德州仪器、富士通、三菱、英特尔、松下、飞利浦全部是典型的半导体IDM巨头。\n那么，有自己的工厂的IDM们，为什么要找初出茅庐，工艺甚至还不如自己的台积电来代工芯片？\n这是在拒绝了李健熙橄榄枝后，摆在高龄创业者——张忠谋面前的一个很现实的问题。\n不过很快，台积电就迎来了属于它的第一个时代机遇：PC崛起。\n1988年前后，在英特尔的带领下，全球的电子产业从传统的大型机时代进入PC时代。而全球的半导体产业的重心也开始逐渐从传统的DRAM存储开始向CPU、GPU为代表的数字芯片迈进。\n传统的DRAM存储芯片的轻设计重制造，因此IDM模式主导行业发展；而对数字芯片来说，芯片制造固然是头等大事，但随着芯片内晶体管的数量迈上百万台阶，背后所需的芯片设计投入，也越来越繁重。在精力有限的情况下，将设计与制造分离，已经成为迫在眉睫的大趋势。\n\n凭借着英特尔总裁格鲁夫与张忠谋的私人交情，英特尔直接派驻工程师入驻台积电，对当时制造工艺仅有二百多道环节的台积电，一口气指出了至少二百个工艺改进流程。\n要知道，当时的英特尔，正是顶级芯片制造的代名词。其正在的研发的80486芯片，不仅是全球最先使用1微米的制造工艺的，同时更是首次在一个芯片中突破了100万个晶体管集成，达到120万创举的高端芯片制造者。\n能被英特尔一对一辅导，台积电一举拿下了通往顶级芯片代工的第一张技术门票。\n拿到了这张门票后不久，1995年台积电又与刚成立两年的英伟达一拍即合，拿下了PC时代的另一张重要船票。\n此后十年间，台积电一边确立了与高通、美满电子等芯片设计企业的合作；另一边，还通过铜制程技术以及湿法光刻工艺技术的研发，在技术上独步全球，在2004年，占据了全球市场份额的半壁江山。\n只是，台积电没想到，另一个可能颠覆产业格局的风暴正在悄悄到来。\n\n成为PC芯片领域代工一哥不久后，苹果带着智能手机山呼海啸的袭来，只可惜，这一次的主角，一开始并不是台积电。\n2007年，乔布斯拿着初代iPhone在万众瞩目中官宣，被称为惊艳的跨时代产品。此后数年，每逢iPhone发布新机，世界各地的苹果零售店门前都会出现疯狂的果粉凌晨排队抢购的奇观。\n而iPhone封神的背后，也明明白白的昭示了一件事：智能机时代已经到来，只有拿下苹果，才能成为真正的芯片代工一哥。\n但是懂行的都知道，台上的乔布斯，表面看似是发布iPhone手机的“上帝”，但根本上，却只是大洋彼岸三星帝国的打工人。\n市调机构IHS，曾对历代iPhone的成本来源进行拆解发现，在还没出现双摄与浴霸摄像头的年代里，前几代iPhone的三大成本来源，分别是：处理器，屏幕以及存储。而一部iPhone手机中，这三项全部made by Samsung。\n三星提供的处理器与存储，自然是三星制造。而当年代工了全球几乎一半芯片的台积电，却只能默默羡慕的观望。\n但作为顶级的供应链制衡大师，苹果一定不会允许，让自己的竞争对手，同时把控着自己的三大命脉。\n于是，一边与三星蜜里调油，另一边，2010年苹果就悄悄与台积电搭上了线。为了双方能够合作得更顺畅，台积电还专门成立了一支由百余位跨部门的研发工程师组成的“one team”战队，驻扎美国苹果总部，一起快马加鞭搞秘密研发，企图彻底绕过三星的专利。\n研发初见进展后，苹果立刻在2011年闪电向三星提起16项侵权指控。而三星则反手又将苹果告上法庭，反诉苹果侵权，甚至要求美国禁售iPhone。\n苹果与三星鹬蚌相争，台积电渔翁得利。\n从2014年苹果的A8芯片起，台积电开始代工大部分苹果芯片，iPhone 7时代开始，台积电则完全垄断了所有苹果芯片的生产。合作延续至如今，苹果仍是台积电最大的客户，每年为台积电贡献了近20%的收入。\n至此，台积电正式确定了芯片代工的龙头地位。\n但只是给最厉害的客户打工，就能够成就如今的台积电吗？作为苹果最大的代工厂，富士康第一个不同意。\n\n同样是代工之王，台积电可以卡住全球客户的咽喉，而富士康却对苹果扶持竞争对手来抢生意无可奈何。\n截然不同的命运背后，其实早在赛道选择之时就已经埋下伏笔。\n以富士康为代表的电子产品组装，本质上是个只要召集了足够多工人，就能在流水线上24小时开工的低门槛行业。因此，做代工，二十年前，富士康在中国台湾面临着“台系代工五虎”——广达、仁宝、和硕、纬创、英业达抢生意；最近十年，富士康又面临着，曾经一手带大的大陆“小弟”立讯、歌尔、闻泰、比亚迪们，在自己的地盘疯狂抢生意。\n这种低技术含量、低门槛体现在财报中，就表现为富士康比剃须刀刀片还要薄的毛利之中：近十年，富士康为保住从未突破10%的毛利，一路将工厂从深圳搬到郑州，又从郑州拓展到越南……不断在人力成本的不同洼地之间辗转搬迁。\n与此形成鲜明对比的是，台积电对应的芯片代工是一个坐在摩尔定律车轮上滚滚向前的产业。在摩尔定律的主导下，集成电路上可容纳的元器件的数量每隔18至24个月就会增加一倍，相应的晶体管的尺寸也会不断缩小，半导体的制造难度也越来越高。\n体现在资本开支上，半导体行业从8英寸向12英寸升级的过程中，成本急剧上升：一座8英寸的晶圆厂造价视产能最低1亿，最高15亿美元，一般的企业咬咬牙还能顶上。而一座新的12英寸晶圆厂造价则高达25亿到30亿美金，足以将行业内大部分竞争对手甩在身后。\n不同的技术含量，也决定了不同的竞争格局。富士康越努力，竞争对手越多；而台积电一路走来，从0.18微米到3纳米独步天下，不仅竞争对手越来越少，就连曾经的老大哥英特尔、IBM也被甩在身后。\n\n对手越来越少，利润自然就越来越高，同处中国台湾，富士康全球设厂，毛利不足10%，一不留神，就被苹果用纬创、和硕以及立讯牵制；\n而坚持三十年只在中国台湾生产高阶制程产品的台积电，则可以常年维持在50%左右的毛利，而客户想要抢到台积电的最新产能，只是有钱还万万不够：2020年9月，台积电因美国制裁被迫断供华为后，高通、联发科这才有了替补华为，用上台积电最新5nm产能的机会。\n市场份额稳居第一，行业的资金门槛不断提升；技术的红利效应不断叠加……独孤求败的台积电，在芯片代工领域，已然奠定了其不可撼动的第一宝座。\n回顾历史，台积电能崛起成为代工之王，有三大原因：PC时代，有了半个英特尔与英伟达支持；手机时代被苹果选择，成为制衡三星的重要工具；此后数年，又坐在摩尔定律的车轮上，靠着技术与资本优势，将一众竞争对手远远甩在身后。\n只不过，台积电从“芯片代工之王”变成“股王”，还差最后一步：让市值排在台积电之前的互联网企业们，在资本市场跌落神坛。\n\n从年初至今，一边是台积电在史诗级的芯片大缺货中赚得盆满钵满，近期股价更是一跃成为亚洲股王。另一边，反观传统“股神”互联网，年初至今，腾讯从最高点暴跌45%；阿里至今跌幅超过30%；百度股价更在港交所上市至今跌幅超过45%。\n从芯片代工之王进阶亚洲股王背后，台积电离不开自身的努力，同时，更离不开历史的进程。\n而进程之外，更给我们一丝启示：做难而正确的事，越坚持越顺利。","news_type":1,"symbols_score_info":{"EWT":0.9,"TWmain":0.9,"03145":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":2542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882943177,"gmtCreate":1631657699399,"gmtModify":1676530599367,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088296979073510","authorIdStr":"4088296979073510"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882943177","repostId":"1145779507","repostType":4,"isVote":1,"tweetType":1,"viewCount":2616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818998112,"gmtCreate":1630369323036,"gmtModify":1676530281599,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088296979073510","authorIdStr":"4088296979073510"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818998112","repostId":"1173867201","repostType":4,"repost":{"id":"1173867201","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630366081,"share":"https://ttm.financial/m/news/1173867201?lang=en_US&edition=fundamental","pubTime":"2021-08-31 07:28","market":"us","language":"zh","title":"Last night and this morning: Na Index Pu hit a new high! Apple's market capitalization exceeds $2.5 trillion","url":"https://stock-news.laohu8.com/highlight/detail?id=1173867201","media":"老虎资讯综合","summary":"摘要：标普、纳指续刷历史新高，科技龙头多数走高；苹果股价创历史新高，市值超2.5万亿美元；中概教育股集体走高；一则传闻引发全球星暴涨64%；Zoom视讯业绩超预期，但增速放缓引发担忧，盘后大跌逾12%","content":"<p><b>Abstract:</b>Standard & Poor's and Nasdaq continued to hit record highs, and most technology leaders rose;<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Shares hit a record high, with a market capitalization of over $2.5 trillion; China Education Stocks Collectively Higher; A rumor sparked<a href=\"https://laohu8.com/S/GSAT\">Global Star</a>skyrocketed 64%;<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Video performance exceeded expectations, but the slowdown in growth caused worries, plunging more than 12% after hours>>><b>Overseas markets</b></p><p><b>Closing: S&P, Nasdaq continue to swipe record highs, tech leaders are mostly higher</b></p><p>In Apple,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Driven by the collective rise of super weights, the Nasdaq and S&P 500 reached record highs on Monday, but the weakening of finance, energy and procyclical concepts dragged down the Dow to close slightly lower. By the close, the S&P 500 index rose 0.43% to 4,528.79 points; The Nasdaq rose 0.90% to 15,265.89 points; The Dow fell 0.16% to 35,399.84.</p><p><b>Zhonggui Education Stocks Collectively Higher, Gaotu, New Oriental Up Over 12%</b></p><p>China concept stocks continued to follow the policy fluctuations, and China concept education stocks rose,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>It rose by more than 12%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Up 5%; Netease,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Under the influence of the New Deal for Juvenile Games, the opening fell sharply but recovered most of the decline within the day. By the close, Netease fell 3.39% and Bilibili fell 1.59%.</p><p><b>U.S. WTI crude closes 0.7% higher, gasoline futures rise 1.7%</b></p><p>U.S. crude oil and gasoline futures closed higher on Monday. Hurricane Ida has been downgraded to a tropical storm and traders continue to focus on the disruption it is causing to energy operations in the Gulf of Mexico region. West Texas Intermediate (WTI) crude oil futures for October delivery rose 47 cents, or 0.7%, to close at $69.21 a barrel on the New York Mercantile Exchange.</p><p><b>Gold futures closed down 0.4% to hold the $1,800 mark</b></p><p>Gold futures closed lower on Monday but remained above the important $1,800 mark. Gold futures hit their highest settlement price in nearly four weeks last week. Gold futures for December delivery fell $7.30, or 0.4%, to close at $1,812.20 an ounce on the New York Mercantile Exchange.</p><p><b>European stocks close slightly higher Eurozone consumer confidence retreats from record highs</b></p><p>Market sentiment overall remains risky, and investors are still digesting the Fed chairman's speech last Friday. The pan-European Stoxx 600 index closed up 0.34 points, or 0.07%, at 472.68 points; Germany's DAX30 index closed up 35.56 points, or 0.22%, at 15,887.31 points; France's CAC40 closed up 5.38 points, or 0.08 percent, at 6,687.30.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2163835589\" target=\"_blank\"><b>Goldman Sachs expects 750,000 U.S. tenants to be evicted after ban expires</b></a></p><p>Goldman Sachs Group analysts say landlords could evict about 750,000 U.S. households by the end of the year, as expiring eviction bans and strong demand for rentals give landlords incentives to evict tenants. Analysts estimated in their Aug. 29 report that up to 3.5 million households are currently in rent arrears, with a total of $17 billion in arrears.</p><p><b>U.S. Department of Defense: The U.S. has completed the withdrawal of troops from Afghanistan</b></p><p>The U.S. Department of Defense announced that the U.S. has completed the withdrawal of troops from Afghanistan. On August 30th, local time, Afghan Taliban spokesman Mujahid announced on social media: \"At 9 o'clock tonight, Afghanistan time, the last batch of U.S. troops left Kabul airport.\"</p><p><b>Tropical Storm Ida makes landfall and millions of U.S. homes lose power</b></p><p>According to local media reports in the United States on August 30th, Category 4 Hurricane Ida has been gradually downgraded to a tropical storm after landing in Louisiana, USA on the 29th, and entered Mississippi on the 30th. Affected by the storm, hundreds of oil production platforms were urgently shut down in both states, leaving more than 1.3 million homes and businesses without power.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/1128135952\" target=\"_blank\"><b>Apple Stock Hits Record High, Cap Over $2.5 Trillion</b></a></p><p>Apple closed up 3.04%, the biggest one-day increase since March this year, with a new record high of $153.12. The latest total market value exceeded $2.5 trillion, reaching $2,535.2 billion.</p><p><a href=\"https://laohu8.com/NW/2163833471\" target=\"_blank\"><b>SEC Chair Says May Ban 'Order Flow' Trading Robinhood Late Dive</b></a></p><p>At the end of Monday, local time, Barron's published an exclusive interview with SEC Chairman Gensler. When talking about the controversial order flow business (retail brokerage firms sell customer transactions to specific market makers for execution), Gensler said that there was an endogenous conflict of interest in this kind of behavior, and the option to introduce a ban was \"on the table\". As Robinhood Securities' revenue is highly dependent on this fee, the company plunged nearly 7% in late trading due to this news.</p><p><a href=\"https://laohu8.com/NW/1135985691\" target=\"_blank\"><b>iPhone 13 supports satellite communication rumors trigger global star surge of more than 64%</b></a></p><p>As Ming-Chi Kuo, an analyst at Tianfeng International, said in the latest report that Apple's new iPhone will support satellite communications, and according to the baseband supplier<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Inferring that Globalstar will become Apple's satellite supplier, Globalstar skyrocketed 64.34% on Monday, reaching a market capitalization of $4.1 billion. Globalstar currently has 24 communications satellites deployed in low Earth orbit.</p><p><a href=\"https://laohu8.com/NW/1148628519\" target=\"_blank\"><b>Payments giant Paypal explores launch of stock-trading business</b></a></p><p>Payments giant reportedly<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>The launch of a possible stock trading platform is being explored. PayPal has been exploring ways to let users trade individual stocks after launching the feature to trade cryptocurrencies last year, according to two sources familiar with the plan.</p><p><a href=\"https://laohu8.com/NW/2163204835\" target=\"_blank\"><b>Apple Acquires Classical Music Streaming Platform Primephonic</b></a><b></b></p><p>Apple announced on Monday that it had reached an acquisition agreement with Primephonic, a classical music streaming platform, but did not disclose the specific transaction amount. This is also the latest layout in the music field after the company bought Beats, a streaming service and headphone maker, for $3 billion in 2014, Shazam, a music recognition service, in 2017, and Platoon, an artist entrepreneurial platform aimed at discovering new talents, in 2018.</p><p><b>Denver Accident Same Model<a href=\"https://laohu8.com/S/BA\">boeing</a>777 airliners may not be able to return to flight within the year</b></p><p>According to media reports on August 30th, after the Denver engine accident in February this year, dozens of Boeing wide-body 777 passenger planes of United Airlines will not return to the market until at least the beginning of next year, mainly because the Federal Aviation Administration (FAA) is considering new return-to-fly requirements for specific aircraft models.</p><p><a href=\"https://laohu8.com/NW/2163835589\" target=\"_blank\"><b>Court documents: Google Play, Google's app store, generates more than $10 billion in revenue in a year</b></a></p><p>A court document released a few days ago shows that Google Play, Google's app store, had revenue of $11.2 billion in 2019. This gives a first clear picture of Google's financial performance for this service.</p><p><b>Japan Investigates Moderna Vaccine Death</b></p><p>After millions of doses of Moderna vaccine were stopped by the Japanese government due to pollutants, the Ministry of Health, Labor and Welfare said it was investigating two deaths related to this batch of vaccines. The news caused Moderna's share price to fluctuate sharply. After the market opened on Monday, it once fell more than 5%, then turned red for a time, but finally closed down 3.02%.</p><p><a href=\"https://laohu8.com/NW/1138065785\" target=\"_blank\"><b>Zoom Video Beats Expectations But Slowing Growth Raises Concerns</b></a></p><p>According to the report, Zoom's total revenue in the second quarter was $1,021.5 million, an increase of 54% compared with $663.5 million in the same period last year; Net income was $317.1 million, compared to $186.0 million in the same period last year; Net income attributable to the company's common shareholders was $316.9 million, up 71% compared to $185.7 million in the year-ago quarter. Zoom's second-quarter results beat Wall Street analysts' expectations, but slower performance growth compared to the previous quarter sent its shares tumbling more than 12% after hours.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning: Na Index Pu hit a new high! Apple's market capitalization exceeds $2.5 trillion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning: Na Index Pu hit a new high! Apple's market capitalization exceeds $2.5 trillion\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-31 07:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Abstract:</b>Standard & Poor's and Nasdaq continued to hit record highs, and most technology leaders rose;<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Shares hit a record high, with a market capitalization of over $2.5 trillion; China Education Stocks Collectively Higher; A rumor sparked<a href=\"https://laohu8.com/S/GSAT\">Global Star</a>skyrocketed 64%;<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Video performance exceeded expectations, but the slowdown in growth caused worries, plunging more than 12% after hours>>><b>Overseas markets</b></p><p><b>Closing: S&P, Nasdaq continue to swipe record highs, tech leaders are mostly higher</b></p><p>In Apple,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Driven by the collective rise of super weights, the Nasdaq and S&P 500 reached record highs on Monday, but the weakening of finance, energy and procyclical concepts dragged down the Dow to close slightly lower. By the close, the S&P 500 index rose 0.43% to 4,528.79 points; The Nasdaq rose 0.90% to 15,265.89 points; The Dow fell 0.16% to 35,399.84.</p><p><b>Zhonggui Education Stocks Collectively Higher, Gaotu, New Oriental Up Over 12%</b></p><p>China concept stocks continued to follow the policy fluctuations, and China concept education stocks rose,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>It rose by more than 12%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Up 5%; Netease,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Under the influence of the New Deal for Juvenile Games, the opening fell sharply but recovered most of the decline within the day. By the close, Netease fell 3.39% and Bilibili fell 1.59%.</p><p><b>U.S. WTI crude closes 0.7% higher, gasoline futures rise 1.7%</b></p><p>U.S. crude oil and gasoline futures closed higher on Monday. Hurricane Ida has been downgraded to a tropical storm and traders continue to focus on the disruption it is causing to energy operations in the Gulf of Mexico region. West Texas Intermediate (WTI) crude oil futures for October delivery rose 47 cents, or 0.7%, to close at $69.21 a barrel on the New York Mercantile Exchange.</p><p><b>Gold futures closed down 0.4% to hold the $1,800 mark</b></p><p>Gold futures closed lower on Monday but remained above the important $1,800 mark. Gold futures hit their highest settlement price in nearly four weeks last week. Gold futures for December delivery fell $7.30, or 0.4%, to close at $1,812.20 an ounce on the New York Mercantile Exchange.</p><p><b>European stocks close slightly higher Eurozone consumer confidence retreats from record highs</b></p><p>Market sentiment overall remains risky, and investors are still digesting the Fed chairman's speech last Friday. The pan-European Stoxx 600 index closed up 0.34 points, or 0.07%, at 472.68 points; Germany's DAX30 index closed up 35.56 points, or 0.22%, at 15,887.31 points; France's CAC40 closed up 5.38 points, or 0.08 percent, at 6,687.30.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2163835589\" target=\"_blank\"><b>Goldman Sachs expects 750,000 U.S. tenants to be evicted after ban expires</b></a></p><p>Goldman Sachs Group analysts say landlords could evict about 750,000 U.S. households by the end of the year, as expiring eviction bans and strong demand for rentals give landlords incentives to evict tenants. Analysts estimated in their Aug. 29 report that up to 3.5 million households are currently in rent arrears, with a total of $17 billion in arrears.</p><p><b>U.S. Department of Defense: The U.S. has completed the withdrawal of troops from Afghanistan</b></p><p>The U.S. Department of Defense announced that the U.S. has completed the withdrawal of troops from Afghanistan. On August 30th, local time, Afghan Taliban spokesman Mujahid announced on social media: \"At 9 o'clock tonight, Afghanistan time, the last batch of U.S. troops left Kabul airport.\"</p><p><b>Tropical Storm Ida makes landfall and millions of U.S. homes lose power</b></p><p>According to local media reports in the United States on August 30th, Category 4 Hurricane Ida has been gradually downgraded to a tropical storm after landing in Louisiana, USA on the 29th, and entered Mississippi on the 30th. Affected by the storm, hundreds of oil production platforms were urgently shut down in both states, leaving more than 1.3 million homes and businesses without power.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/1128135952\" target=\"_blank\"><b>Apple Stock Hits Record High, Cap Over $2.5 Trillion</b></a></p><p>Apple closed up 3.04%, the biggest one-day increase since March this year, with a new record high of $153.12. The latest total market value exceeded $2.5 trillion, reaching $2,535.2 billion.</p><p><a href=\"https://laohu8.com/NW/2163833471\" target=\"_blank\"><b>SEC Chair Says May Ban 'Order Flow' Trading Robinhood Late Dive</b></a></p><p>At the end of Monday, local time, Barron's published an exclusive interview with SEC Chairman Gensler. When talking about the controversial order flow business (retail brokerage firms sell customer transactions to specific market makers for execution), Gensler said that there was an endogenous conflict of interest in this kind of behavior, and the option to introduce a ban was \"on the table\". As Robinhood Securities' revenue is highly dependent on this fee, the company plunged nearly 7% in late trading due to this news.</p><p><a href=\"https://laohu8.com/NW/1135985691\" target=\"_blank\"><b>iPhone 13 supports satellite communication rumors trigger global star surge of more than 64%</b></a></p><p>As Ming-Chi Kuo, an analyst at Tianfeng International, said in the latest report that Apple's new iPhone will support satellite communications, and according to the baseband supplier<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Inferring that Globalstar will become Apple's satellite supplier, Globalstar skyrocketed 64.34% on Monday, reaching a market capitalization of $4.1 billion. Globalstar currently has 24 communications satellites deployed in low Earth orbit.</p><p><a href=\"https://laohu8.com/NW/1148628519\" target=\"_blank\"><b>Payments giant Paypal explores launch of stock-trading business</b></a></p><p>Payments giant reportedly<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>The launch of a possible stock trading platform is being explored. PayPal has been exploring ways to let users trade individual stocks after launching the feature to trade cryptocurrencies last year, according to two sources familiar with the plan.</p><p><a href=\"https://laohu8.com/NW/2163204835\" target=\"_blank\"><b>Apple Acquires Classical Music Streaming Platform Primephonic</b></a><b></b></p><p>Apple announced on Monday that it had reached an acquisition agreement with Primephonic, a classical music streaming platform, but did not disclose the specific transaction amount. This is also the latest layout in the music field after the company bought Beats, a streaming service and headphone maker, for $3 billion in 2014, Shazam, a music recognition service, in 2017, and Platoon, an artist entrepreneurial platform aimed at discovering new talents, in 2018.</p><p><b>Denver Accident Same Model<a href=\"https://laohu8.com/S/BA\">boeing</a>777 airliners may not be able to return to flight within the year</b></p><p>According to media reports on August 30th, after the Denver engine accident in February this year, dozens of Boeing wide-body 777 passenger planes of United Airlines will not return to the market until at least the beginning of next year, mainly because the Federal Aviation Administration (FAA) is considering new return-to-fly requirements for specific aircraft models.</p><p><a href=\"https://laohu8.com/NW/2163835589\" target=\"_blank\"><b>Court documents: Google Play, Google's app store, generates more than $10 billion in revenue in a year</b></a></p><p>A court document released a few days ago shows that Google Play, Google's app store, had revenue of $11.2 billion in 2019. This gives a first clear picture of Google's financial performance for this service.</p><p><b>Japan Investigates Moderna Vaccine Death</b></p><p>After millions of doses of Moderna vaccine were stopped by the Japanese government due to pollutants, the Ministry of Health, Labor and Welfare said it was investigating two deaths related to this batch of vaccines. The news caused Moderna's share price to fluctuate sharply. After the market opened on Monday, it once fell more than 5%, then turned red for a time, but finally closed down 3.02%.</p><p><a href=\"https://laohu8.com/NW/1138065785\" target=\"_blank\"><b>Zoom Video Beats Expectations But Slowing Growth Raises Concerns</b></a></p><p>According to the report, Zoom's total revenue in the second quarter was $1,021.5 million, an increase of 54% compared with $663.5 million in the same period last year; Net income was $317.1 million, compared to $186.0 million in the same period last year; Net income attributable to the company's common shareholders was $316.9 million, up 71% compared to $185.7 million in the year-ago quarter. Zoom's second-quarter results beat Wall Street analysts' expectations, but slower performance growth compared to the previous quarter sent its shares tumbling more than 12% after hours.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"AAPL":"苹果",".DJI":"道琼斯",".SPX":"S&P 500 Index","QQQ":"纳指100ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","03086":"华夏纳指",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173867201","content_text":"摘要：标普、纳指续刷历史新高，科技龙头多数走高；苹果股价创历史新高，市值超2.5万亿美元；中概教育股集体走高；一则传闻引发全球星暴涨64%；Zoom视讯业绩超预期，但增速放缓引发担忧，盘后大跌逾12%>>>\n\n海外市场\n收盘：标普、纳指续刷历史新高，科技龙头多数走高\n在苹果、谷歌等超级权重集体拉升带动下，纳指和标普500指数周一再创历史新高，不过金融、能源以及顺周期概念走弱拖累道指小幅收跌。截至收盘，标普500指数涨0.43%，报4528.79点；纳斯达克指数涨0.90%，报15265.89点；道琼斯指数跌0.16%，报35399.84点。\n中概教育股集体走高，高途、新东方涨超12%\n中概股继续跟随政策面波动，中概教育股走高，高途、新东方涨超12%，好未来涨5%；网易、哔哩哔哩在未成年人游戏新政影响下开盘大跌但日内收复大部分跌幅，截止收盘，网易跌3.39%，哔哩哔哩跌1.59%。\n美国WTI原油收高0.7% 汽油期货上涨1.7%\n美国原油和汽油期货周一收高。飓风艾达已被降级为热带风暴，交易员继续关注其对墨西哥湾地区能源运营造成的干扰。纽约商品交易所10月交割的西德州中质原油（WTI）期货价格上涨47美分，涨幅0.7%，收于每桶69.21美元。\n黄金期货收跌0.4% 守住1800美元关口\n黄金期货周一收低，但仍保持在重要的1800美元关口上方。上周黄金期货创近四个星期以来的最高结算价。纽约商品交易所12月交割的黄金期货价格下跌7.30美元，跌幅0.4%，收于每盎司1812.20美元。\n欧洲股市小幅收高 欧元区消费者信心指数自纪录高点回落\n市场情绪整体维持冒险，投资者仍在消化美联储主席上周五的讲话。泛欧斯托克600指数收涨0.34点，涨幅0.07%，报472.68点；德国DAX30指数收盘上涨35.56点，涨幅0.22%，报15887.31点；法国CAC40指数收盘上涨5.38点，涨幅0.08%，报6687.30点。\n国际宏观\n高盛预计禁令到期后美国将有75万户房客被驱逐\n高盛集团分析师表示，到今年年底，房东可能驱逐约75万户美国家庭，因为驱逐禁令到期和租房需求旺盛给房东带来驱逐房客的动力。分析师在8月29日的报告中估计，目前有高达350万户家庭拖欠房租，拖欠总额高达170亿美元。\n美国国防部：美国已完成从阿富汗撤军行动\n美国国防部宣布，美国已完成从阿富汗撤军行动。当地时间8月30日，阿富汗塔利班发言人穆贾希德在社交媒体上宣布：“阿富汗时间今晚9点，最后一批美军离开喀布尔机场。”\n热带风暴“艾达”登陆美国 百万户家庭断电\n据美国当地媒体8月30日报道，4级飓风“艾达”于29日登陆美国路易斯安那州后已经逐渐降级为热带风暴，并于30日进入密西西比州。受风暴影响，两个州数百个石油生产平台紧急关闭，130多万户家庭和企业断电。\n公司新闻\n苹果股价创历史新高，市值超2.5万亿美元\n苹果收涨3.04%，创下今年3月以来最大单日涨幅，报153.12美元刷新历史新高，最新总市值超25000亿美元，达25352亿美元。\nSEC主席表示可能禁止“订单流”交易 Robinhood尾盘跳水\n当地时间周一尾盘，《巴伦周刊》刊发了SEC主席詹斯勒的专访，其中在谈及备受争议的订单流业务时（零售经纪券商将客户交易卖给特定做市商执行），詹斯勒表示这类行为存在内生的利益冲突，且出台禁令的选项“在台面上”。由于罗宾汉证券营收高度依赖这笔费用，受此消息影响公司尾盘跳水近7%。\niPhone 13支持卫星通讯传闻引发全球星暴涨逾64%\n由于天风国际分析师郭明錤在最新报告中表示苹果新一代iPhone将支持卫星通讯，且根据基带供应商高通推断出Globalstar将成为苹果卫星供应商，全球星周一暴涨64.34%，市值达到41亿美元。目前Globalstar在近地轨道部署了24颗通讯卫星。\n支付巨头Paypal探索推出股票交易业务\n据报道，支付巨头PayPal正在探索推出一种可能的股票交易平台。据熟悉该计划的两位消息人士透露，在去年推出交易加密货币的功能后，PayPal一直在探索让用户交易个股的方法。\n苹果收购古典乐流媒体平台Primephonic\n苹果公司周一发布公告称，公司已经与古典乐流媒体平台Primephonic达成收购协议，不过并未披露具体的交易金额。这也是公司2014年以30亿美元买下流媒体服务和耳机制造商Beats， 2017年买下音乐识别服务Shazam，2018年收购了旨在发掘新人的艺术家创业平台Platoon后在音乐领域的最新布局。\n丹佛事故同款波音777客机年内恐无法复飞\n据媒体8月30日报道，在今年二月丹佛引擎事故后，美联航几十架波音宽体777客机至少要等到明年初才有可能重新回归市场，主要原因是美国联邦航空管理局（FAA）正在考虑对特定机型提出新的复飞要求。\n法庭文件：谷歌应用商店Google Play一年的营收超过100亿美元\n日前公布的一份法庭文件显示，谷歌应用商店Google Play在2019年的营收为112亿美元。这让人们首次清楚地了解谷歌这项服务的财务业绩。\n日本调查Moderna疫苗致死事件\n继上百万剂Moderna疫苗因出现污染物被日本政府叫停接种后，厚生劳动省表示正在调查两件与这批疫苗有关的死亡事件，该消息使得Moderna股价大幅震荡，周一开盘后一度跌逾5%，随后一度翻红，但最终收跌3.02%。\nZoom视讯业绩超预期 但增速放缓引发担忧\n报告显示，Zoom第二季度总营收为10.215亿美元，与去年同期的6.635亿美元相比增长54%；净利润为3.171亿美元，相比之下去年同期为1.860亿美元；归属于公司普通股股东的净利润为3.169亿美元，与去年同期的1.857亿美元相比增长71%。Zoom第二季度业绩超出华尔街分析师预期，但与上一季度相比业绩增长放缓，导致其盘后股价大幅下跌逾12%。","news_type":1,"symbols_score_info":{"SQQQ":0.9,"MNQmain":0.9,"QQQ":0.9,"PSQ":0.9,"ESmain":0.9,"NQmain":0.9,"AAPL":0.9,".IXIC":0.9,".DJI":0.9,"QLD":0.9,"TQQQ":0.9,".SPX":0.9,"03086":0.9,"QID":0.9}},"isVote":1,"tweetType":1,"viewCount":3094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837778680,"gmtCreate":1629932405740,"gmtModify":1676530173327,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088296979073510","authorIdStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837778680","repostId":"1161874729","repostType":4,"repost":{"id":"1161874729","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629901306,"share":"https://ttm.financial/m/news/1161874729?lang=en_US&edition=fundamental","pubTime":"2021-08-25 22:21","market":"us","language":"zh","title":"BofA raises Pinduoduo price target to $148, bullish on its long-term earnings outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=1161874729","media":"老虎资讯综合","summary":"8月25日，美银将拼多多目标价上调至148美元，较周二99.12美元的收盘价有49％的潜在升幅，看好其长期盈利前景。\n中概股今日集体回调，拼多多现跌超1%，报97.5美元。","content":"<p>On August 25, Bank of America will<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>The price target is raised to $148, a 49% potential increase from Tuesday's close of $99.12, and is bullish on its long-term earnings prospects.</p><p>Chinese stocks collectively pulled back today, and Pinduoduo now fell by more than 1% to $97.5.</p><p><img src=\"https://static.tigerbbs.com/d8e54f39c6b75b2fe9df5d5fde563b86\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BofA raises Pinduoduo price target to $148, bullish on its long-term earnings outlook</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBofA raises Pinduoduo price target to $148, bullish on its long-term earnings outlook\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-25 22:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On August 25, Bank of America will<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>The price target is raised to $148, a 49% potential increase from Tuesday's close of $99.12, and is bullish on its long-term earnings prospects.</p><p>Chinese stocks collectively pulled back today, and Pinduoduo now fell by more than 1% to $97.5.</p><p><img src=\"https://static.tigerbbs.com/d8e54f39c6b75b2fe9df5d5fde563b86\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"PDD":"拼多多"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161874729","content_text":"8月25日，美银将拼多多目标价上调至148美元，较周二99.12美元的收盘价有49％的潜在升幅，看好其长期盈利前景。\n中概股今日集体回调，拼多多现跌超1%，报97.5美元。","news_type":1,"symbols_score_info":{"PDD":0.9}},"isVote":1,"tweetType":1,"viewCount":2694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898072026,"gmtCreate":1628465988265,"gmtModify":1703506367273,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088296979073510","authorIdStr":"4088296979073510"},"themes":[],"htmlText":"？","listText":"？","text":"？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898072026","repostId":"1104436912","repostType":4,"repost":{"id":"1104436912","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628393732,"share":"https://ttm.financial/m/news/1104436912?lang=en_US&edition=fundamental","pubTime":"2021-08-08 11:35","market":"hk","language":"zh","title":"Tencent Microvision is about to drastically reduce staff, and a large number of external investments have stopped","url":"https://stock-news.laohu8.com/highlight/detail?id=1104436912","media":"老虎资讯综合","summary":"8月8日讯，腾讯微视正在进行大规模人员优化，员工裁减比例接近70%。其中部分员工被辞退，部分员工被要求活水（内部职位调岗），部分团队合将并入其它部门。\n此外，因为保持最低限度运营的需求，微视的绝大部分","content":"<p>August 8th news,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Weishi is undergoing large-scale staffing optimization, and the staff reduction ratio is close to 70%. Some of these employees were dismissed, some employees were required to live (internal positions were transferred), and some teams will be merged into other departments.</p><p>In addition, because of the need to maintain minimum operation, most of Microvision's external investment has also been stopped. \"Internally, it means that we won't continue to invest, unless there are still unconsumed projects,\" said an internal backbone of Weishi. Tencent Weishi is Tencent's short video creation platform and sharing community. In September 2020, Weishi DAU officially exceeded 40 million. (Jiemian News)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tencent Microvision is about to drastically reduce staff, and a large number of external investments have stopped</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTencent Microvision is about to drastically reduce staff, and a large number of external investments have stopped\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-08 11:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>August 8th news,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Weishi is undergoing large-scale staffing optimization, and the staff reduction ratio is close to 70%. Some of these employees were dismissed, some employees were required to live (internal positions were transferred), and some teams will be merged into other departments.</p><p>In addition, because of the need to maintain minimum operation, most of Microvision's external investment has also been stopped. \"Internally, it means that we won't continue to invest, unless there are still unconsumed projects,\" said an internal backbone of Weishi. Tencent Weishi is Tencent's short video creation platform and sharing community. In September 2020, Weishi DAU officially exceeded 40 million. (Jiemian News)</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104436912","content_text":"8月8日讯，腾讯微视正在进行大规模人员优化，员工裁减比例接近70%。其中部分员工被辞退，部分员工被要求活水（内部职位调岗），部分团队合将并入其它部门。\n此外，因为保持最低限度运营的需求，微视的绝大部分对外投放也已经停止。“内部的意思是不继续投入了，除非还有没消耗完的项目”，微视内部一位基干表示。腾讯微视是腾讯旗下短视频创作平台与分享社区，2020年9月，微视DAU正式超过4000万。 (界面新闻)","news_type":1,"symbols_score_info":{"QNETCN":0.9,"TCEHY":0.9,"00700":0.9}},"isVote":1,"tweetType":1,"viewCount":2415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}