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喜爱权利金的_大柴

喜爱权利金的_大柴

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喜爱权利金的_大柴

2024-06-14

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喜爱权利金的_大柴

2023-04-12

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12 Blockbuster Charts from Wall Street's Most Accurate Analysts: All Signs Point to a Recession

喜爱权利金的_大柴

2021-07-17

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2021-07-15

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BAIC Motor narrows afternoon gains to 12%

喜爱权利金的_大柴

2021-07-14

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Market news: Apple seeks 20% increase in production of new iPhones in 2021

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href=\"https://ttm.financial/OPT/CVX 20240621 155.0 PUT SELL 1 | CVX 20240621 160.0 PUT BUY 1\">$雪佛龙 VERTICAL 240621 PUT 160.0/PUT 155.0$</a>&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/CVX 20240621 155.0 PUT SELL 1 | CVX 20240621 160.0 PUT BUY 1\">$雪佛龙 VERTICAL 240621 PUT 160.0/PUT 155.0$</a>&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;","text":"$雪佛龙 VERTICAL 240621 PUT 160.0/PUT 155.0$ [流泪] [流泪] [流泪] [流泪] [流泪]","images":[{"img":"https://community-static.tradeup.com/news/aa81d9e07dec6d38ed1681d1a3461afe","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316503475871784","isVote":1,"tweetType":1,"viewCount":3160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9942478603,"gmtCreate":1681294806603,"gmtModify":1681294811888,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"喜爱权利金的_大柴","avatar":"https://community-static.tradeup.com/news/6e8b054d960a20245a16209fe80c9870","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088423044176710","idStr":"4088423044176710"},"themes":[],"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942478603","repostId":"2326997706","repostType":2,"repost":{"id":"2326997706","kind":"highlight","pubTimestamp":1681288550,"share":"https://ttm.financial/m/news/2326997706?lang=en_US&edition=fundamental","pubTime":"2023-04-12 16:35","market":"us","language":"zh","title":"12 Blockbuster Charts from Wall Street's Most Accurate Analysts: All Signs Point to a Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=2326997706","media":"华尔街见闻","summary":"美国银行策略分析师Michael Hartnett认为，当前的制造业指数、就业情况、信贷紧缩、油价及地产等等数据均指向衰退，但投资者并未重视且低估了即将到来的衰退对美股的挑战。","content":"<p><html><head></head><body>Michael Hartnett, a strategist at Bank of America, believes that the current data such as manufacturing index, employment situation, credit crunch, oil price and real estate all point to recession, but investors have not paid attention to and underestimated the challenge of the upcoming recession to US stocks. A U.S. recession is looming, but investors are focusing on the timing of the Federal Reserve's rate cuts, underestimating the recession's challenge to U.S. stocks.</p><p>In a new report, a team led by Michael Hartnett, a strategist at Bank of America, the most accurate analyst on Wall Street since last year, said that the current data such as manufacturing index, employment situation, bank credit environment, earnings per share and real estate all point to a recession, but investors don't pay attention to it.</p><p>Hartnett believes investors should dump U.S. stocks at the Fed's last rate hike or near the end of the rate hike, not only after the rate hike is over:</p><p>Based on the experience of the 1970s and 1980s, U.S. stocks fell within three months of each rate hike cycle during those two decades. In eight of the last 10 recessions, the S&P 500 has fallen more than 20%. 1. The ISM manufacturing index in the United States unexpectedly dropped to 46.3 in March, shrinking for five consecutive months, hitting a new low since May 2020.</p><p>Bank of America pointed out that over the past 70 years,<strong>There were 12 instances where the ISM Manufacturing Index fell below 45, and 11 of them experienced recessions</strong>(except 1967).</p><p>What's more, the ISM Non-Manufacturing Index stands at 51.2, which is the fourth-worst number since the 2008 global financial crisis.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c847f24aeb79ddf8cd4a68590042cd27\" tg-width=\"678\" tg-height=\"404\"/></p><p>2. The new order index of ISM manufacturing in the United States in March was 44.3, which was in the contraction range. Bank of America pointed out that,<strong>When the new order index <45 means the S&P 500 earnings per share (EPS) will start to decline and the economy will enter a recession</strong>(See 1991, 2001, 2008, 2020).</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c847f24aeb79ddf8cd4a68590042cd27\" tg-width=\"678\" tg-height=\"404\"/></p><p><strong>3.Global EPS is expected to decline by 10-15% year-over-year in the second half of 2023.</strong></p><p>According to current forecasts from Bank of America's global EPS growth model, earnings per share will decline 16% year-over-year through August of this year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dafb784838c6bb8a25d70ad4e9f5bf62\" tg-width=\"686\" tg-height=\"393\"/></p><p><strong>The inversion of the 4.2-year/10-year US Treasury Bond yield curve is slowing down, which can further confirm the US economic recession.</strong></p><p>The degree of inversion of the 2-year/10-year U.S. Treasury Bond yield curve is flattened by expectations of a recession.</p><p>In the past 4 weeks<a href=\"https://laohu8.com/S/US10Y.BOND\">U.S. 10-Year Treasury Bond Yield</a>And the 2-year Treasury Bond yield is inverted from the previous 110 basis points to 50 basis points, and when the recession starts, short-term interest rates will fall due to market expectations that the Federal Reserve will start to pivot.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fcca1fa40e968a3e955fdb3f0ef8beb\" tg-width=\"684\" tg-height=\"387\"/></p><p><strong>5. Opec + production cuts did not boost oil prices, confirming the recession.</strong></p><p>Historically, oil prices have risen during recessions and fallen during recessions, and OPEC +' s raid production cuts have not sent oil prices soaring<strong>，</strong>This is another sign of a recession.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52151a0d320068cc0eb3d0345b949eac\" tg-width=\"684\" tg-height=\"408\"/></p><p><strong>6. Weak March ISM Manufacturing Index Will Make US Labor Market More Pessimistic</strong></p><p><strong>The weak March ISM manufacturing index, indicating that the U.S. labor market will weaken in the coming months; Bank of America pointed out,</strong>Historically, the ISM manufacturing index <45 will coincide with the decline in non-farm payrolls and the U.S. recession.</p><p>Bank of America believes that U.S. non-farm payrolls grew strongly by 311,000 in February 2023, above market expectations of 240,000,<strong>The last strong jobs report of 2023.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32c7688733d5737a0bf49b7e385ca8a0\" tg-width=\"682\" tg-height=\"396\"/></p><p><strong>7. The decline in global house prices is further evidence of the recession.</strong></p><p>House prices across Europe fell 1.5% on average quarter-on-quarter in the fourth quarter of 2022, the first decline since 2015, as interest rates surged across countries; New Zealand house prices plunged 13.3% year-on-year in the first quarter of this year; U.S. house prices fell month-on-month for the sixth consecutive month, down 4.4% from the peak in June last year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db1a0ba6580f29c0ab40be5fbfc8dd4f\" tg-width=\"677\" tg-height=\"397\"/></p><p><strong>8. The credit crunch in the United States will further weaken the labour market.</strong></p><p>Bank of America has been tightening lending standards for small companies over the past few months. U.S. bank borrowing fell hugely in late March, when the banking crisis was fermenting, hitting a record two-week decline.</p><p>Steno Research says there is mounting evidence that banking stress triggered by SVB does turn into a recession, but not a rapid liquidity-driven recession, but a slow one triggered by a credit crunch. The agency sees a greater than 75% chance of a U.S. recession in the third quarter of 2023.</p><p><strong>Increased credit crunch is highly correlated with small business employment demand, BofA notes</strong>(American small businesses create nearly 2/3 of the jobs created in the United States).</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb9f7c2467671d4257b898504422d19c\" tg-width=\"688\" tg-height=\"410\"/></p><p><strong>9. European bank lending is contracting and a recession is coming.</strong></p><p>Bank loans in the euro zone have declined for three consecutive months. Bank of America pointed out that the euro zone economy is highly dependent on bank credit, and about 85% of corporate funds are obtained through bank loans. Therefore, the decline in bank loans means that a recession is approaching.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e792b47604c9c981e9b654e1622d86\" tg-width=\"679\" tg-height=\"403\"/></p><p><strong>10. The trend of the U.S. labor market means the beginning of a recession, and a weak labor market will allow the Federal Reserve to cut interest rates sharply.</strong></p><p>The number of U.S. JOLTS job openings in February fell below 10 million for the first time in nearly two years, down more than 2 million from a peak of 12 million in March 2023.</p><p><strong>Bank of America noted that this situation means: U.S. job openings decline —> labor market weakness —> Fed rate cuts</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b218a1f134dd1090741c7aa6a3e7137\" tg-width=\"686\" tg-height=\"405\"/></p><p><strong>11. Investors should sell U.S. stocks during the Fed's last rate hike, or near the end of the Fed's rate hike.</strong></p><p>The team led by Hartnett suggested that investors should dump U.S. stocks at the Fed's last rate hike or near the end of the Fed's rate hike, rather than after the rate hike. The team believes this is based on experience in the 1970s and 1980s, when U.S. stocks fell within three months of each rate hike cycle during those two decades.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd056ee3a5ec9d538e29f898c67557ae\" tg-width=\"683\" tg-height=\"360\"/></p><p><strong>12. The decline and decline of stocks</strong></p><p>Bank of America's global equity derivatives research team believes that historical recessions have indeed impacted stocks negatively:</p><p>The current S&P 500 index has more downside. Since 1929, two-thirds of the S&P 500's peak-to-low decline has occurred during the U.S. recession. In eight of the last 10 recessions, the S&P 500 has fallen more than 20%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32bf5cd28459b7d644138a3e619be858\" tg-width=\"679\" tg-height=\"412\"/></p><p></body></html></p>","source":"wallstreetcn_api","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>12 Blockbuster Charts from Wall Street's Most Accurate Analysts: All Signs Point to a Recession</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\">\n12 Blockbuster Charts from Wall Street's Most Accurate Analysts: All Signs Point to a Recession\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\">2023-04-12 16:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Michael Hartnett, a strategist at Bank of America, believes that the current data such as manufacturing index, employment situation, credit crunch, oil price and real estate all point to recession, but investors have not paid attention to and underestimated the challenge of the upcoming recession to US stocks. A U.S. recession is looming, but investors are focusing on the timing of the Federal Reserve's rate cuts, underestimating the recession's challenge to U.S. stocks.</p><p>In a new report, a team led by Michael Hartnett, a strategist at Bank of America, the most accurate analyst on Wall Street since last year, said that the current data such as manufacturing index, employment situation, bank credit environment, earnings per share and real estate all point to a recession, but investors don't pay attention to it.</p><p>Hartnett believes investors should dump U.S. stocks at the Fed's last rate hike or near the end of the rate hike, not only after the rate hike is over:</p><p>Based on the experience of the 1970s and 1980s, U.S. stocks fell within three months of each rate hike cycle during those two decades. In eight of the last 10 recessions, the S&P 500 has fallen more than 20%. 1. The ISM manufacturing index in the United States unexpectedly dropped to 46.3 in March, shrinking for five consecutive months, hitting a new low since May 2020.</p><p>Bank of America pointed out that over the past 70 years,<strong>There were 12 instances where the ISM Manufacturing Index fell below 45, and 11 of them experienced recessions</strong>(except 1967).</p><p>What's more, the ISM Non-Manufacturing Index stands at 51.2, which is the fourth-worst number since the 2008 global financial crisis.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c847f24aeb79ddf8cd4a68590042cd27\" tg-width=\"678\" tg-height=\"404\"/></p><p>2. The new order index of ISM manufacturing in the United States in March was 44.3, which was in the contraction range. Bank of America pointed out that,<strong>When the new order index <45 means the S&P 500 earnings per share (EPS) will start to decline and the economy will enter a recession</strong>(See 1991, 2001, 2008, 2020).</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c847f24aeb79ddf8cd4a68590042cd27\" tg-width=\"678\" tg-height=\"404\"/></p><p><strong>3.Global EPS is expected to decline by 10-15% year-over-year in the second half of 2023.</strong></p><p>According to current forecasts from Bank of America's global EPS growth model, earnings per share will decline 16% year-over-year through August of this year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dafb784838c6bb8a25d70ad4e9f5bf62\" tg-width=\"686\" tg-height=\"393\"/></p><p><strong>The inversion of the 4.2-year/10-year US Treasury Bond yield curve is slowing down, which can further confirm the US economic recession.</strong></p><p>The degree of inversion of the 2-year/10-year U.S. Treasury Bond yield curve is flattened by expectations of a recession.</p><p>In the past 4 weeks<a href=\"https://laohu8.com/S/US10Y.BOND\">U.S. 10-Year Treasury Bond Yield</a>And the 2-year Treasury Bond yield is inverted from the previous 110 basis points to 50 basis points, and when the recession starts, short-term interest rates will fall due to market expectations that the Federal Reserve will start to pivot.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fcca1fa40e968a3e955fdb3f0ef8beb\" tg-width=\"684\" tg-height=\"387\"/></p><p><strong>5. Opec + production cuts did not boost oil prices, confirming the recession.</strong></p><p>Historically, oil prices have risen during recessions and fallen during recessions, and OPEC +' s raid production cuts have not sent oil prices soaring<strong>，</strong>This is another sign of a recession.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52151a0d320068cc0eb3d0345b949eac\" tg-width=\"684\" tg-height=\"408\"/></p><p><strong>6. Weak March ISM Manufacturing Index Will Make US Labor Market More Pessimistic</strong></p><p><strong>The weak March ISM manufacturing index, indicating that the U.S. labor market will weaken in the coming months; Bank of America pointed out,</strong>Historically, the ISM manufacturing index <45 will coincide with the decline in non-farm payrolls and the U.S. recession.</p><p>Bank of America believes that U.S. non-farm payrolls grew strongly by 311,000 in February 2023, above market expectations of 240,000,<strong>The last strong jobs report of 2023.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32c7688733d5737a0bf49b7e385ca8a0\" tg-width=\"682\" tg-height=\"396\"/></p><p><strong>7. The decline in global house prices is further evidence of the recession.</strong></p><p>House prices across Europe fell 1.5% on average quarter-on-quarter in the fourth quarter of 2022, the first decline since 2015, as interest rates surged across countries; New Zealand house prices plunged 13.3% year-on-year in the first quarter of this year; U.S. house prices fell month-on-month for the sixth consecutive month, down 4.4% from the peak in June last year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db1a0ba6580f29c0ab40be5fbfc8dd4f\" tg-width=\"677\" tg-height=\"397\"/></p><p><strong>8. The credit crunch in the United States will further weaken the labour market.</strong></p><p>Bank of America has been tightening lending standards for small companies over the past few months. U.S. bank borrowing fell hugely in late March, when the banking crisis was fermenting, hitting a record two-week decline.</p><p>Steno Research says there is mounting evidence that banking stress triggered by SVB does turn into a recession, but not a rapid liquidity-driven recession, but a slow one triggered by a credit crunch. The agency sees a greater than 75% chance of a U.S. recession in the third quarter of 2023.</p><p><strong>Increased credit crunch is highly correlated with small business employment demand, BofA notes</strong>(American small businesses create nearly 2/3 of the jobs created in the United States).</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb9f7c2467671d4257b898504422d19c\" tg-width=\"688\" tg-height=\"410\"/></p><p><strong>9. European bank lending is contracting and a recession is coming.</strong></p><p>Bank loans in the euro zone have declined for three consecutive months. Bank of America pointed out that the euro zone economy is highly dependent on bank credit, and about 85% of corporate funds are obtained through bank loans. Therefore, the decline in bank loans means that a recession is approaching.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e792b47604c9c981e9b654e1622d86\" tg-width=\"679\" tg-height=\"403\"/></p><p><strong>10. The trend of the U.S. labor market means the beginning of a recession, and a weak labor market will allow the Federal Reserve to cut interest rates sharply.</strong></p><p>The number of U.S. JOLTS job openings in February fell below 10 million for the first time in nearly two years, down more than 2 million from a peak of 12 million in March 2023.</p><p><strong>Bank of America noted that this situation means: U.S. job openings decline —> labor market weakness —> Fed rate cuts</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b218a1f134dd1090741c7aa6a3e7137\" tg-width=\"686\" tg-height=\"405\"/></p><p><strong>11. Investors should sell U.S. stocks during the Fed's last rate hike, or near the end of the Fed's rate hike.</strong></p><p>The team led by Hartnett suggested that investors should dump U.S. stocks at the Fed's last rate hike or near the end of the Fed's rate hike, rather than after the rate hike. The team believes this is based on experience in the 1970s and 1980s, when U.S. stocks fell within three months of each rate hike cycle during those two decades.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd056ee3a5ec9d538e29f898c67557ae\" tg-width=\"683\" tg-height=\"360\"/></p><p><strong>12. The decline and decline of stocks</strong></p><p>Bank of America's global equity derivatives research team believes that historical recessions have indeed impacted stocks negatively:</p><p>The current S&P 500 index has more downside. Since 1929, two-thirds of the S&P 500's peak-to-low decline has occurred during the U.S. recession. In eight of the last 10 recessions, the S&P 500 has fallen more than 20%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32bf5cd28459b7d644138a3e619be858\" tg-width=\"679\" tg-height=\"412\"/></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3686292\">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/2c98541a89b0218de5ba61a7a938cf4d","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SQQQ":"纳指三倍做空ETF","DXD":"两倍做空道琼30指数ETF-ProShares","BK4581":"高盛持仓","SPXU":"三倍做空标普500ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares",".SPX":"S&P 500 Index","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IVV":"标普500ETF-iShares","UDOW":"三倍做多道指30ETF-ProShares",".IXIC":"NASDAQ Composite","SSO":"2倍做多标普500ETF-ProShares","SPY":"标普500ETF","PSQ":"做空纳斯达克100指数ETF-ProShares",".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF","DOG":"道指ETF-ProShares做空","SH":"做空标普500-Proshares","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF-ProShares","BK4559":"巴菲特持仓","BK4504":"桥水持仓","BK4588":"碎股","BK4550":"红杉资本持仓","OEX":"标普100","DDM":"2倍做多道指ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","DJX":"1/100道琼斯","OEF":"标普100指数ETF-iShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3686292","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326997706","content_text":"美国银行策略分析师Michael Hartnett认为，当前的制造业指数、就业情况、信贷紧缩、油价及地产等等数据均指向衰退，但投资者并未重视且低估了即将到来的衰退对美股的挑战。美国经济衰退正在逼近，但投资者正将注意力放在美联储降息的时机上，低估了衰退对美股的挑战。自去年以来华尔街预测最准确的分析师、美国银行策略分析师Michael Hartnett领导的团队在最新的一份报告中表示，当前的制造业指数、就业情况、银行信贷环境、每股收益及房地产等等数据均指向衰退，但投资者并未重视。Hartnett认为投资者应该在美联储最后一次加息时或加息接近结束时就抛售美股，而不是在加息结束之后才抛售：根据1970和80年代的经验得出的结论，在那二十年中，每次加息周期结束的三个月内，美股都在下跌。在过去10次经济衰退中，有8次标普500跌幅超过20%。1.美国3月ISM制造业指数意外降至46.3，连续五个月萎缩，创2020年5月以来新低。美银指出，在过去70年间，存在12次ISM制造业指数低于45的情况，其中有11次发生了衰退（1967年除外）。更重要的是，ISM非制造业指数为51.2，这一数字是2008年全球金融危机以来第4糟糕的水平。2. 美国3月ISM制造业新订单指数为44.3，处于收缩区间，美银指出，当新订单指数<45意味着标普500每股收益（EPS）将开始下降，经济步入衰退（参见 1991、2001、2008、2020年）。3. 预计2023年下半年全球每股收益同比下降10-15%。根据美国银行全球每股收益增长模型目前的预测，截至今年8月，每股收益将同比下降16%。4.2年/10年期美国国债收益率曲线倒挂程度正放缓，这可以进一步确认美国经济衰退。2年/10年期美国国债收益率曲线倒挂程度因经济衰退的预期而变得平和。过去4周内美国10年期国债收益率与2年期国债收益率从此前的倒挂110个基点，变为50个基点，当经济衰退开始时，由于市场预期美联储将开始转向，短期利率会下降。5.Opec+减产并未提振油价，证实经济衰退。从历史上看，油价会在衰退期间上涨并在衰退期间下跌，OPEC+的突袭减产并未使油价飙升，这是另一个经济衰退的迹象。6. 疲软的3月ISM制造业指数将使美国劳动力市场更加悲观疲软的3月ISM制造业指数，表明美国劳动力市场将在未来几个月走弱；美银指出，从历史上看，ISM制造业采指数< 45会与非农就业人数下滑及美国经济衰退同时发生。美银认为，2023年2月美国非农就业人数强劲增长31.1万，高于24万的市场预期，2023年最后一份强劲的就业报告。7. 全球房价下跌进一步证明经济衰退。随着各国利率飙升，欧洲各国房价在2022年第四季度平均环比下降1.5％，为2015年以来首次下跌；新西兰房价今年一季度同比暴跌13.3%；美国房价连续第六个月环比下跌，较去年6月峰值累跌4.4%。8. 美国的信贷紧缩将进一步削弱劳动力市场。过去几个月，美国银行一直在收紧对小公司的贷款标准。美国银行借贷在银行业危机发酵的3月下旬出现巨额跌幅，创历史最高两周下降纪录。Steno Research表示，越来越多的证据表明，由 SVB 引发的银行业压力确实会演变成一场衰退，但不是一场迅速的流动性驱动的衰退，而是由信贷紧缩引发的缓慢衰退。该机构认为，2023 年第三季度美国经济衰退的可能性大于75%。美银指出，信贷紧缩加剧与小企业用工需求高度相关（美国小企业创造了为美国创造了近2/3的就业机会）。9. 欧洲银行贷款正在收缩，衰退正在到来。欧元区银行贷款连续3个月下降，美银指出，欧元区经济高度依赖银行信贷，约有85%的企业资金通过银行贷款获得，因此银行贷款规模下降意味着衰退逼近。10.美国劳动力市场的走势意味着衰退开始，疲软的劳动力市场将允许美联储大幅降息。美国2月JOLTS职位空缺数近两年里首次跌破1000万，从2023年3月1200万峰值下降了200万以上。美银指出，这一情况意味着：美国职位空缺下降—>劳动力市场疲软 —> 美联储降息11. 在美联储最后一次加息时，或者美联储加息接近结束时投资者应该抛售美股。Hartnett领导的团队建议，投资者应该在美联储最后一次加息时或者美联储加息接近结束时就抛售美股，而不是在加息结束之后才抛售。该团队认为，这是根据1970和80年代的经验得出的结论，在那二十年中，每次加息周期结束的三个月内，美股都在下跌。12. 股票的跌幅与衰退美国银行的全球股票衍生品研究团队认为，历史上的经济衰退对股票影响确实是负面的：当前标普500指数还有更多下行空间，自1929年以来，标普500从峰值到低点的下跌情况中，有三分之二发生在美国经济衰退期间。在过去10次经济衰退中，有8次标普500跌幅超过20%。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"UPRO":0.6,"QID":0.6,"DXD":0.6,"DDM":0.6,"SPY":0.9,"OEX":0.6,"PSQ":0.6,"SDS":0.6,"QLD":0.6,".IXIC":0.89,"MNQmain":0.6,"SDOW":0.6,"DOG":0.6,"IVV":0.6,"ESmain":0.6,"SH":0.6,".DJI":0.9,"NQmain":0.6,"TQQQ":0.6,"UDOW":0.6,".SPX":0.6,"SPXU":0.6,"SSO":0.6,"DJX":0.6,"QQQ":0.6,"SQQQ":0.6,"OEF":0.6}},"isVote":1,"tweetType":1,"viewCount":3572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179979880,"gmtCreate":1626483945540,"gmtModify":1703760889757,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"喜爱权利金的_大柴","avatar":"https://community-static.tradeup.com/news/6e8b054d960a20245a16209fe80c9870","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088423044176710","idStr":"4088423044176710"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179979880","repostId":"2152668878","repostType":2,"isVote":1,"tweetType":1,"viewCount":3688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147937725,"gmtCreate":1626326287167,"gmtModify":1703757947743,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"喜爱权利金的_大柴","avatar":"https://community-static.tradeup.com/news/6e8b054d960a20245a16209fe80c9870","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088423044176710","idStr":"4088423044176710"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147937725","repostId":"1169072938","repostType":4,"repost":{"id":"1169072938","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":1626325580,"share":"https://ttm.financial/m/news/1169072938?lang=en_US&edition=fundamental","pubTime":"2021-07-15 13:06","market":"other","language":"zh","title":"BAIC Motor narrows afternoon gains to 12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169072938","media":"老虎资讯综合","summary":"7月15日，北京汽车午后涨幅缩窄至12%，公司午间澄清称递交辅导材料不代表目前有回到A股上市计划。\n北京汽车在港交所公告，公司注意到若干有关本公司可能首次公开发行A股股票的媒体推测以及本公司股份近期价","content":"<p>On July 15,<a href=\"https://laohu8.com/S/01958\">BAIC Motor</a>In the afternoon, the increase narrowed to 12%, and the company clarified at noon that the submission of counseling materials did not mean that there was a plan to return to A-share listing.</p><p>BAIC Motor announced on the Hong Kong Stock Exchange that the Company noted certain media speculations regarding the Company's possible initial public offering of A shares and the recent increase in the price and trading volume of the Company's shares. The Company speculated that the reports came from<a href=\"https://laohu8.com/S/601066\">CITIC Construction Investment</a>Securities Co., Ltd. submitted the 23rd Coaching Report to the Beijing Securities Regulatory Bureau in June 2021. The submission of the counseling work report is only for the purpose of providing the Company with options for listing the A Shares in the future, but does not represent that the Company currently plans to list the A Shares.</p><p><img src=\"https://static.tigerbbs.com/1d4ccef89febdfe83c46a174bdb46a0e\" 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>BAIC Motor narrows afternoon gains to 12%</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\">\nBAIC Motor narrows afternoon gains to 12%\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\">2021-07-15 13:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 15,<a href=\"https://laohu8.com/S/01958\">BAIC Motor</a>In the afternoon, the increase narrowed to 12%, and the company clarified at noon that the submission of counseling materials did not mean that there was a plan to return to A-share listing.</p><p>BAIC Motor announced on the Hong Kong Stock Exchange that the Company noted certain media speculations regarding the Company's possible initial public offering of A shares and the recent increase in the price and trading volume of the Company's shares. The Company speculated that the reports came from<a href=\"https://laohu8.com/S/601066\">CITIC Construction Investment</a>Securities Co., Ltd. submitted the 23rd Coaching Report to the Beijing Securities Regulatory Bureau in June 2021. The submission of the counseling work report is only for the purpose of providing the Company with options for listing the A Shares in the future, but does not represent that the Company currently plans to list the A Shares.</p><p><img src=\"https://static.tigerbbs.com/1d4ccef89febdfe83c46a174bdb46a0e\" 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/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"01958":"北京汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169072938","content_text":"7月15日，北京汽车午后涨幅缩窄至12%，公司午间澄清称递交辅导材料不代表目前有回到A股上市计划。\n北京汽车在港交所公告，公司注意到若干有关本公司可能首次公开发行A股股票的媒体推测以及本公司股份近期价格及成交量有所上升。本公司猜测有关报导来自于中信建投证券股份有限公司于2021年6月向北京证监局报送对本公司的第二十三期辅导工作报告。递交辅导工作报告仅为提供本公司在将来A股上市的选择但不代表本公司目前有计划A股上市。","news_type":1,"symbols_score_info":{"01958":0.9}},"isVote":1,"tweetType":1,"viewCount":3803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145276774,"gmtCreate":1626227819598,"gmtModify":1703755906621,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"喜爱权利金的_大柴","avatar":"https://community-static.tradeup.com/news/6e8b054d960a20245a16209fe80c9870","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088423044176710","idStr":"4088423044176710"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145276774","repostId":"1165039031","repostType":4,"repost":{"id":"1165039031","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":1626224844,"share":"https://ttm.financial/m/news/1165039031?lang=en_US&edition=fundamental","pubTime":"2021-07-14 09:07","market":"other","language":"zh","title":"Market news: Apple seeks 20% increase in production of new iPhones in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1165039031","media":"老虎资讯综合","summary":"7月14日，市场消息：苹果寻求2021年新IPhone产量增加多达20%，知情人士称，苹果公司已要求供应商今年生产多达9000万部下一代iPhone，较2020年iPhone出货量大幅增加。\n近年来，","content":"<p>July 14, Market news: Apple seeks to increase new IPhone production by as much as 20% in 2021, people familiar with the matter said,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company has asked suppliers to produce up to 90 million next-generation iPhones this year, a significant increase from 2020 iPhone shipments.</p><p>In recent years, the tech giant has maintained a steady level of roughly 75 million units from the launch of one device to the end of the year. The upgraded 2021 forecast suggests that the company expects additional demand to be released by its first iPhone launch since the rollout of Covid vaccinations. The next iPhone will be Apple's second 5G phone, a key incentive to push users to upgrade.</p><p>Overnight, Apple's stock price closed up 0.79%, continuing to hit a record high at $145.64.</p><p><img src=\"https://static.tigerbbs.com/a8d42dcc65dea83dacf7c5c0b9154b2d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>The 2021 iPhone is rumored to be named \"iPhone 13.\" Four models are also available</b></p><p>According to the Economic Daily, citing sources and \"supply chain\" intelligence, Apple plans to sell the upcoming iPhone as \"iPhone 13\". In addition, the report said that Apple will stick to the \"mini\", \"Pro\" and \"Pro Max\" models for different variants, all of which will be launched in September.</p><p><img src=\"https://static.tigerbbs.com/e58ed1ff4c066893f1a377c6cf7b7807\" tg-width=\"800\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p>Apple's new iPhone this year has entered the countdown to stocking up, with the supply chain reporting that this year's new phone will be named the iPhone 13. Hon Hai is still the big winner in the assembly order allocation, including all orders for the top 6.7-inch iPhone 13 Pro Max. 68% of the 6.1-inch iPhone 13 is also handled by Hon Hai, and about 60% of the 6.1-inch iPhone 13 Pro orders are also won by Hon Hai.</p><p>According to the supply chain, this year's new iPhones will revert to September announcements. The foundry will start shipping in the third quarter, while the peak of shipments will begin in the fourth quarter. Apple will launch four new models, namely the 6.7-inch iPhone 13 Pro Max, the 6.1-inch iPhone 13 Pro, and the 5.4-inch mini and 6.1-inch standard models.</p><p>The report comes amid discussions surrounding the name of the upcoming iPhone. One in five iPhone and iPad users are discouraged by the prospect of \"iPhone 13\" because of fear of the number 13, according to a survey. Instead, 38% of survey participants said they want Apple to drop the corresponding numbers altogether and name each iPhone release based on the year, such as iPhone (2021).</p><p>Thirteen percent of iPhone and iPad users surveyed said they want Apple to name the upcoming iPhone \"iPhone 12s\". The last time Apple used the \"s\" suffix to refer to the iPhone was in 2018, a year after the release of the iPhone X, the iPhone Xs and the iPhone Xs Max. The \"s\" nomenclature is typically a smaller incremental update reserved for iPhone releases in a given year. The iPhone 6s, for example, offers only minor improvements compared to the iPhone 6 a year ago.</p><p>From what we know so far, the 2021 iPhone will have some highly welcome improvements, for example, we're likely to see a more advanced display thanks to the addition of the ProMotion 120Hz variable refresh rate and the always-on feature of the screen area. However, Apple may feel that the new iPhone changes require the addition of larger models, rather than simply using the \"s\" suffix for the first time in three years.</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>Market news: Apple seeks 20% increase in production of new iPhones in 2021</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\">\nMarket news: Apple seeks 20% increase in production of new iPhones in 2021\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\">2021-07-14 09:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>July 14, Market news: Apple seeks to increase new IPhone production by as much as 20% in 2021, people familiar with the matter said,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company has asked suppliers to produce up to 90 million next-generation iPhones this year, a significant increase from 2020 iPhone shipments.</p><p>In recent years, the tech giant has maintained a steady level of roughly 75 million units from the launch of one device to the end of the year. The upgraded 2021 forecast suggests that the company expects additional demand to be released by its first iPhone launch since the rollout of Covid vaccinations. The next iPhone will be Apple's second 5G phone, a key incentive to push users to upgrade.</p><p>Overnight, Apple's stock price closed up 0.79%, continuing to hit a record high at $145.64.</p><p><img src=\"https://static.tigerbbs.com/a8d42dcc65dea83dacf7c5c0b9154b2d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>The 2021 iPhone is rumored to be named \"iPhone 13.\" Four models are also available</b></p><p>According to the Economic Daily, citing sources and \"supply chain\" intelligence, Apple plans to sell the upcoming iPhone as \"iPhone 13\". In addition, the report said that Apple will stick to the \"mini\", \"Pro\" and \"Pro Max\" models for different variants, all of which will be launched in September.</p><p><img src=\"https://static.tigerbbs.com/e58ed1ff4c066893f1a377c6cf7b7807\" tg-width=\"800\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p>Apple's new iPhone this year has entered the countdown to stocking up, with the supply chain reporting that this year's new phone will be named the iPhone 13. Hon Hai is still the big winner in the assembly order allocation, including all orders for the top 6.7-inch iPhone 13 Pro Max. 68% of the 6.1-inch iPhone 13 is also handled by Hon Hai, and about 60% of the 6.1-inch iPhone 13 Pro orders are also won by Hon Hai.</p><p>According to the supply chain, this year's new iPhones will revert to September announcements. The foundry will start shipping in the third quarter, while the peak of shipments will begin in the fourth quarter. Apple will launch four new models, namely the 6.7-inch iPhone 13 Pro Max, the 6.1-inch iPhone 13 Pro, and the 5.4-inch mini and 6.1-inch standard models.</p><p>The report comes amid discussions surrounding the name of the upcoming iPhone. One in five iPhone and iPad users are discouraged by the prospect of \"iPhone 13\" because of fear of the number 13, according to a survey. Instead, 38% of survey participants said they want Apple to drop the corresponding numbers altogether and name each iPhone release based on the year, such as iPhone (2021).</p><p>Thirteen percent of iPhone and iPad users surveyed said they want Apple to name the upcoming iPhone \"iPhone 12s\". The last time Apple used the \"s\" suffix to refer to the iPhone was in 2018, a year after the release of the iPhone X, the iPhone Xs and the iPhone Xs Max. The \"s\" nomenclature is typically a smaller incremental update reserved for iPhone releases in a given year. The iPhone 6s, for example, offers only minor improvements compared to the iPhone 6 a year ago.</p><p>From what we know so far, the 2021 iPhone will have some highly welcome improvements, for example, we're likely to see a more advanced display thanks to the addition of the ProMotion 120Hz variable refresh rate and the always-on feature of the screen area. However, Apple may feel that the new iPhone changes require the addition of larger models, rather than simply using the \"s\" suffix for the first time in three years.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/74282bcfe2e1d6d1ec4546eb18e35028","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165039031","content_text":"7月14日，市场消息：苹果寻求2021年新IPhone产量增加多达20%，知情人士称，苹果公司已要求供应商今年生产多达9000万部下一代iPhone，较2020年iPhone出货量大幅增加。\n近年来，这家科技巨头从一个设备的发布到年底这段时间一直保持着大约7500万部的稳定水平。上调2021年预测表明，该公司预计自推广新冠疫苗接种以来的首次iPhone发布将释放额外需求。下一款iPhone将是苹果推出的第二款5G手机，这是推动用户升级的关键诱因。\n隔夜美股苹果股价收涨0.79%，续刷历史新高，报145.64美元。\n\n据传2021年的iPhone将被命名为 \"iPhone 13\" 同样提供四个型号\n据《经济日报》援引消息人士和\"供应链\"的情报，苹果计划将即将推出的iPhone手机作为 \"iPhone 13\"进行销售。此外，报告称，苹果将坚持用 \"mini\"、\"Pro\"和 \"Pro Max\"的型号来表示不同的变体，所有这些都将在9月推出。\n\n苹果今年的新iPhone已经进入备货的倒计时阶段，供应链报告称，今年的新手机将被命名为iPhone 13。在组装订单分配中，鸿海仍是大赢家，包括所有6.7英寸顶级iPhone 13 Pro Max的订单，68%的6.1英寸iPhone 13也由鸿海负责，约60%的6.1英寸iPhone 13 Pro的订单也由鸿海拿下。\n根据供应链，今年的新iPhone将恢复到9月份宣布。代工厂将在第三季度开始出货，而出货高峰将在第四季度开始。苹果将推出四款新机型，即6.7英寸的iPhone 13 Pro Max，6.1英寸的iPhone 13 Pro，以及5.4英寸mini和6.1英寸的标准机型。\n该报告是在围绕即将推出的iPhone名称的讨论中提出的。一项调查显示，五分之一的iPhone和iPad用户对 \"iPhone 13\"的前景望而却步，原因是对数字13的恐惧。相反，38%的调查参与者表示，他们希望苹果完全放弃相应的数字，并根据年份来命名每一款iPhone的发布，如iPhone（2021）。\n13%的受访iPhone和iPad用户表示，他们希望苹果将即将发布的iPhone命名为 \"iPhone 12s\"。苹果上次使用 \"s\"后缀称呼iPhone是在2018年，也就是iPhone X发布一年后，iPhone Xs和iPhone Xs Max。\"s\"命名法通常是为某一年的iPhone发布保留的较小的增量更新。例如，iPhone 6s与一年前的iPhone 6相比，只提供了微小的改进。\n根据我们目前所知，2021年的iPhone将有一些备受欢迎的改进，例如，由于ProMotion 120Hz可变刷新率和屏幕区域常亮的功能的加入，我们很可能会看到更先进的显示屏。然而，苹果公司可能觉得新iPhone的变化需要增加大型号，而不是简单地在三年内第一次使用 \"s\"后缀。","news_type":1,"symbols_score_info":{"09086":0.9,"03086":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":179979880,"gmtCreate":1626483945540,"gmtModify":1703760889757,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"喜爱权利金的_大柴","avatar":"https://community-static.tradeup.com/news/6e8b054d960a20245a16209fe80c9870","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088423044176710","idStr":"4088423044176710"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179979880","repostId":"2152668878","repostType":2,"repost":{"id":"2152668878","kind":"news","pubTimestamp":1626458887,"share":"https://ttm.financial/m/news/2152668878?lang=en_US&edition=fundamental","pubTime":"2021-07-17 02:08","market":"us","language":"zh","title":"Moderna, the US COVID-19 vaccine maker, successfully entered the bid, and its shares surged nearly 9% in the session","url":"https://stock-news.laohu8.com/highlight/detail?id=2152668878","media":"腾讯美股","summary":"截止发稿，Moderna股价周五早盘大涨近9%，至每股283美元，创下历史新高，这将使该股今年迄今的涨幅扩大至165%左右，市值约为1120亿美元。此前，部分分析人士曾对Moderna的股价飙升表示担忧。此前，Moderna在5月6日公布了强于预期的第一季度每股收益2.84美元，营收增至19亿美元。Moderna当时表示，在一项针对12至17岁青少年的研究中，该公司的新冠疫苗100%有效。Moderna透露，其针对青少年的新冠疫苗2、3期研究覆盖了3732名年龄在12至18岁以下的受试者。","content":"<p><html><body><article><a href=\"https://laohu8.com/S/00700\">Tencent</a>Securities July 17th news, US COVID-19 vaccine manufacturer Moderna will be successfully included next week<span>S&P 500</span>That's since the end of last year<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>One of the most noteworthy component corrections since joining the benchmark index. Boosted by the news, the company's shares surged to a record high on Friday.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13774978940/0\"/>Following last December, the U.S.<a href=\"https://laohu8.com/S/ALXN\">Alexon Pharmaceuticals</a>(Alexion Pharmaceuticals) By U.K.<a href=\"https://laohu8.com/S/AZN\">AstraZeneca</a>Moderna will also replace the former in the world's most watched index following its $39 billion acquisition by (AstraZeneca). After a year-to-date gain of more than 150%, Moderna's market capitalization now stands at more than $100 billion.</p><p>By press time, Moderna shares surged nearly 9% in early trading Friday to $283 per share, a record high, which would extend the stock's year-to-date gains to around 165%, giving it a market capitalization of about $112 billion.</p><p>Previously, some analysts had expressed concern about Moderna's share price surge. But<a href=\"https://laohu8.com/S/JEF\">Jefferies</a>Moderna continues to be driven by momentum, and recent findings \"clearly show that their vaccine is effective in covering the mutated virus,\" analyst Michael Yee said in an email.</p><p>In fact, it was an unknown start-up before Moderna successfully developed the COVID-19 vaccine, but it became famous after passing the emergency use authorization of the U.S. Food and Drug Administration.</p><p>This comes after Moderna reported a stronger-than-expected first quarter on May 6<span>Earnings per share</span>$2.84 and revenue increased to $1.9 billion. At the same time, the drugmaker also raised its full-year vaccine sales forecast for fiscal 2021 to around $19.2 billion.</p><p>Moderna CEO Stéphane Bancel said in early May that Moderna's basic plan for 2021 is to produce 800 million doses of mRNA vaccines (Messenger RNA vaccines), which received emergency approval from the US FDA in December last year, and the goal is to \"strive to produce nearly 1 billion doses in 2021.\"</p><p>\"The feedback from governments around the world on the demand for highly effective mRNA vaccines and COVID vaccine boosters to deal with the mutated virus is 'overwhelming.' We are now actively engaged in discussions for 2022 (plans) and have agreements with all governments that we currently supply (vaccines) for 2021.\"</p><p>Last month, Moderna formally asked the U.S. Food & Drug Administration (FDA) for emergency approval to use its coronavirus vaccine, allowing it to be administered to teens in the coming months. This is also a follow-up<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>After that, a second vaccine proved effective in younger populations.</p><p>Moderna said at the time that the company's COVID vaccine was 100% effective in a study of 12-to 17-year-olds. Moderna revealed that its Phase 2 and 3 studies of the COVID-19 vaccine for adolescents covered 3,732 subjects aged 12 to under 18. No cases of COVID were observed among participants who received two doses of the vaccine, while four cases were observed in the placebo group, the company said. The trial showed a 93% effectiveness after one dose of the vaccine.</p><p>The drugmaker asked the FDA to issue an emergency use authorization (EUA) notice allowing its mRNA-1273 vaccine to be administered to children ages 12 to 18.</p><p>On top of this, Moderna made a similar request to European health authorities earlier this week, saying that late-stage data from its TeenCOVE study \"met the primary immunogenicity endpoint, successfully linking immune responses to adult vaccines in 2,500 participants\" with 100% vaccination efficiency.</p><p>In response, Marco Cavaleri, director of the EMA of the European Medicines Agency, said that the agency's expert committee is currently evaluating Moderna's application to expand the use of its COVID-19 vaccine to children aged 12 to 17. \"It is expected that the committee will reach its conclusions by the end of next week,\" he said. (Drew)</p><p></article></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderna, the US COVID-19 vaccine maker, successfully entered the bid, and its shares surged nearly 9% in the session</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\">\nModerna, the US COVID-19 vaccine maker, successfully entered the bid, and its shares surged nearly 9% in the session\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">腾讯美股</strong><span class=\"h-time small\">2021-07-17 02:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article><a href=\"https://laohu8.com/S/00700\">Tencent</a>Securities July 17th news, US COVID-19 vaccine manufacturer Moderna will be successfully included next week<span>S&P 500</span>That's since the end of last year<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>One of the most noteworthy component corrections since joining the benchmark index. Boosted by the news, the company's shares surged to a record high on Friday.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13774978940/0\"/>Following last December, the U.S.<a href=\"https://laohu8.com/S/ALXN\">Alexon Pharmaceuticals</a>(Alexion Pharmaceuticals) By U.K.<a href=\"https://laohu8.com/S/AZN\">AstraZeneca</a>Moderna will also replace the former in the world's most watched index following its $39 billion acquisition by (AstraZeneca). After a year-to-date gain of more than 150%, Moderna's market capitalization now stands at more than $100 billion.</p><p>By press time, Moderna shares surged nearly 9% in early trading Friday to $283 per share, a record high, which would extend the stock's year-to-date gains to around 165%, giving it a market capitalization of about $112 billion.</p><p>Previously, some analysts had expressed concern about Moderna's share price surge. But<a href=\"https://laohu8.com/S/JEF\">Jefferies</a>Moderna continues to be driven by momentum, and recent findings \"clearly show that their vaccine is effective in covering the mutated virus,\" analyst Michael Yee said in an email.</p><p>In fact, it was an unknown start-up before Moderna successfully developed the COVID-19 vaccine, but it became famous after passing the emergency use authorization of the U.S. Food and Drug Administration.</p><p>This comes after Moderna reported a stronger-than-expected first quarter on May 6<span>Earnings per share</span>$2.84 and revenue increased to $1.9 billion. At the same time, the drugmaker also raised its full-year vaccine sales forecast for fiscal 2021 to around $19.2 billion.</p><p>Moderna CEO Stéphane Bancel said in early May that Moderna's basic plan for 2021 is to produce 800 million doses of mRNA vaccines (Messenger RNA vaccines), which received emergency approval from the US FDA in December last year, and the goal is to \"strive to produce nearly 1 billion doses in 2021.\"</p><p>\"The feedback from governments around the world on the demand for highly effective mRNA vaccines and COVID vaccine boosters to deal with the mutated virus is 'overwhelming.' We are now actively engaged in discussions for 2022 (plans) and have agreements with all governments that we currently supply (vaccines) for 2021.\"</p><p>Last month, Moderna formally asked the U.S. Food & Drug Administration (FDA) for emergency approval to use its coronavirus vaccine, allowing it to be administered to teens in the coming months. This is also a follow-up<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>After that, a second vaccine proved effective in younger populations.</p><p>Moderna said at the time that the company's COVID vaccine was 100% effective in a study of 12-to 17-year-olds. Moderna revealed that its Phase 2 and 3 studies of the COVID-19 vaccine for adolescents covered 3,732 subjects aged 12 to under 18. No cases of COVID were observed among participants who received two doses of the vaccine, while four cases were observed in the placebo group, the company said. The trial showed a 93% effectiveness after one dose of the vaccine.</p><p>The drugmaker asked the FDA to issue an emergency use authorization (EUA) notice allowing its mRNA-1273 vaccine to be administered to children ages 12 to 18.</p><p>On top of this, Moderna made a similar request to European health authorities earlier this week, saying that late-stage data from its TeenCOVE study \"met the primary immunogenicity endpoint, successfully linking immune responses to adult vaccines in 2,500 participants\" with 100% vaccination efficiency.</p><p>In response, Marco Cavaleri, director of the EMA of the European Medicines Agency, said that the agency's expert committee is currently evaluating Moderna's application to expand the use of its COVID-19 vaccine to children aged 12 to 17. \"It is expected that the committee will reach its conclusions by the end of next week,\" he said. (Drew)</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021071702104079d40a73&s=b\">腾讯美股</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6e474d690ea02c536f0fd4c03fc3ddef","relate_stocks":{"MRNA":"Moderna, Inc."},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021071702104079d40a73&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2152668878","content_text":"腾讯证券7月17日讯，美国新冠疫苗制造商Moderna下周将成功纳入标准普尔500指数，这是自去年底特斯拉加入该基准指数以来最值得关注的成分股调整之一。受此消息提振，该公司股价在周五飙升至创纪录新高。继去年12月美国亚力兄制药（Alexion Pharmaceuticals）被英国阿斯利康（AstraZeneca）以390亿美元收购后，Moderna也将取代前者在全球最受关注的指数中的地位。在经历了年初至今超过150%的涨幅后，Moderna的市值如今已经达到了超过1000亿美元。截止发稿，Moderna股价周五早盘大涨近9%，至每股283美元，创下历史新高，这将使该股今年迄今的涨幅扩大至165%左右，市值约为1120亿美元。此前，部分分析人士曾对Moderna的股价飙升表示担忧。但杰富瑞分析师Michael Yee在一封电子邮件中表示，Moderna继续受到动力的驱动，最近的研究结果“清楚地显示出他们的疫苗能有效覆盖变异病毒”。事实上，在Moderna成功研发新冠疫苗前还是一家不为人知的新创药厂，但在通过美国食品药品监督管理局的紧急使用授权后名声大噪。此前，Moderna在5月6日公布了强于预期的第一季度每股收益2.84美元，营收增至19亿美元。同时，这家制药商还将2021财年全年疫苗销售预期上调至192亿美元左右。Moderna公司首席执行官斯特凡内·班塞尔（Stéphane Bancel）在5月初表示，Moderna在2021年的基本计划是生产8亿剂mRNA疫苗（Messenger RNA vaccines），该疫苗于去年12月获得美国FDA的紧急批准，目标则是“努力在2021年生产近10亿剂疫苗”。“世界各国政府对高效mRNA疫苗和新冠疫苗增强剂以应对变异病毒的需求反馈是‘压倒性的’。我们现在正积极参与2022年（计划）的讨论，并与我们目前为2021年供应（疫苗）的所有政府达成协议。”上个月，Moderna正式要求美国食品和药物管理局（U.S.Food&Drug Administration，FDA）紧急批准使用其冠状病毒疫苗，允许在未来几个月内向青少年接种。这也是继辉瑞之后，第二种在较年轻人群中被证明有效的疫苗。Moderna当时表示，在一项针对12至17岁青少年的研究中，该公司的新冠疫苗100%有效。Moderna透露，其针对青少年的新冠疫苗2、3期研究覆盖了3732名年龄在12至18岁以下的受试者。该公司称，在接受两剂疫苗的参与者中没有观察到新冠病毒病例，而在安慰剂组观察到4例病例。试验显示，注射该疫苗一剂后的有效性为93%。这家制药商要求FDA发布紧急使用授权（EUA）通知，允许将其mRNA-1273疫苗给12岁至18岁的儿童接种。除此之外，Moderna本周早些时候还向欧洲卫生当局提出了类似的请求，称其TeenCOVE研究的后期数据“达到了主要的免疫原性终点，在2500名参与者中成功地将免疫反应与成人疫苗连接起来”，疫苗接种效率为100%。对此，欧洲药品管理局EMA主任卡瓦莱里（Marco Cavaleri）表示，该机构的专家委员会目前正在评估Moderna将其新冠疫苗的使用范围扩大到12至17岁儿童的申请。他表示，“预计委员会将在下周末前得出结论”。（德鲁）","news_type":1,"symbols_score_info":{"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":3688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145276774,"gmtCreate":1626227819598,"gmtModify":1703755906621,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"喜爱权利金的_大柴","avatar":"https://community-static.tradeup.com/news/6e8b054d960a20245a16209fe80c9870","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088423044176710","idStr":"4088423044176710"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145276774","repostId":"1165039031","repostType":4,"repost":{"id":"1165039031","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":1626224844,"share":"https://ttm.financial/m/news/1165039031?lang=en_US&edition=fundamental","pubTime":"2021-07-14 09:07","market":"other","language":"zh","title":"Market news: Apple seeks 20% increase in production of new iPhones in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1165039031","media":"老虎资讯综合","summary":"7月14日，市场消息：苹果寻求2021年新IPhone产量增加多达20%，知情人士称，苹果公司已要求供应商今年生产多达9000万部下一代iPhone，较2020年iPhone出货量大幅增加。\n近年来，","content":"<p>July 14, Market news: Apple seeks to increase new IPhone production by as much as 20% in 2021, people familiar with the matter said,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company has asked suppliers to produce up to 90 million next-generation iPhones this year, a significant increase from 2020 iPhone shipments.</p><p>In recent years, the tech giant has maintained a steady level of roughly 75 million units from the launch of one device to the end of the year. The upgraded 2021 forecast suggests that the company expects additional demand to be released by its first iPhone launch since the rollout of Covid vaccinations. The next iPhone will be Apple's second 5G phone, a key incentive to push users to upgrade.</p><p>Overnight, Apple's stock price closed up 0.79%, continuing to hit a record high at $145.64.</p><p><img src=\"https://static.tigerbbs.com/a8d42dcc65dea83dacf7c5c0b9154b2d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>The 2021 iPhone is rumored to be named \"iPhone 13.\" Four models are also available</b></p><p>According to the Economic Daily, citing sources and \"supply chain\" intelligence, Apple plans to sell the upcoming iPhone as \"iPhone 13\". In addition, the report said that Apple will stick to the \"mini\", \"Pro\" and \"Pro Max\" models for different variants, all of which will be launched in September.</p><p><img src=\"https://static.tigerbbs.com/e58ed1ff4c066893f1a377c6cf7b7807\" tg-width=\"800\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p>Apple's new iPhone this year has entered the countdown to stocking up, with the supply chain reporting that this year's new phone will be named the iPhone 13. Hon Hai is still the big winner in the assembly order allocation, including all orders for the top 6.7-inch iPhone 13 Pro Max. 68% of the 6.1-inch iPhone 13 is also handled by Hon Hai, and about 60% of the 6.1-inch iPhone 13 Pro orders are also won by Hon Hai.</p><p>According to the supply chain, this year's new iPhones will revert to September announcements. The foundry will start shipping in the third quarter, while the peak of shipments will begin in the fourth quarter. Apple will launch four new models, namely the 6.7-inch iPhone 13 Pro Max, the 6.1-inch iPhone 13 Pro, and the 5.4-inch mini and 6.1-inch standard models.</p><p>The report comes amid discussions surrounding the name of the upcoming iPhone. One in five iPhone and iPad users are discouraged by the prospect of \"iPhone 13\" because of fear of the number 13, according to a survey. Instead, 38% of survey participants said they want Apple to drop the corresponding numbers altogether and name each iPhone release based on the year, such as iPhone (2021).</p><p>Thirteen percent of iPhone and iPad users surveyed said they want Apple to name the upcoming iPhone \"iPhone 12s\". The last time Apple used the \"s\" suffix to refer to the iPhone was in 2018, a year after the release of the iPhone X, the iPhone Xs and the iPhone Xs Max. The \"s\" nomenclature is typically a smaller incremental update reserved for iPhone releases in a given year. The iPhone 6s, for example, offers only minor improvements compared to the iPhone 6 a year ago.</p><p>From what we know so far, the 2021 iPhone will have some highly welcome improvements, for example, we're likely to see a more advanced display thanks to the addition of the ProMotion 120Hz variable refresh rate and the always-on feature of the screen area. However, Apple may feel that the new iPhone changes require the addition of larger models, rather than simply using the \"s\" suffix for the first time in three years.</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>Market news: Apple seeks 20% increase in production of new iPhones in 2021</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\">\nMarket news: Apple seeks 20% increase in production of new iPhones in 2021\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\">2021-07-14 09:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>July 14, Market news: Apple seeks to increase new IPhone production by as much as 20% in 2021, people familiar with the matter said,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company has asked suppliers to produce up to 90 million next-generation iPhones this year, a significant increase from 2020 iPhone shipments.</p><p>In recent years, the tech giant has maintained a steady level of roughly 75 million units from the launch of one device to the end of the year. The upgraded 2021 forecast suggests that the company expects additional demand to be released by its first iPhone launch since the rollout of Covid vaccinations. The next iPhone will be Apple's second 5G phone, a key incentive to push users to upgrade.</p><p>Overnight, Apple's stock price closed up 0.79%, continuing to hit a record high at $145.64.</p><p><img src=\"https://static.tigerbbs.com/a8d42dcc65dea83dacf7c5c0b9154b2d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>The 2021 iPhone is rumored to be named \"iPhone 13.\" Four models are also available</b></p><p>According to the Economic Daily, citing sources and \"supply chain\" intelligence, Apple plans to sell the upcoming iPhone as \"iPhone 13\". In addition, the report said that Apple will stick to the \"mini\", \"Pro\" and \"Pro Max\" models for different variants, all of which will be launched in September.</p><p><img src=\"https://static.tigerbbs.com/e58ed1ff4c066893f1a377c6cf7b7807\" tg-width=\"800\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p>Apple's new iPhone this year has entered the countdown to stocking up, with the supply chain reporting that this year's new phone will be named the iPhone 13. Hon Hai is still the big winner in the assembly order allocation, including all orders for the top 6.7-inch iPhone 13 Pro Max. 68% of the 6.1-inch iPhone 13 is also handled by Hon Hai, and about 60% of the 6.1-inch iPhone 13 Pro orders are also won by Hon Hai.</p><p>According to the supply chain, this year's new iPhones will revert to September announcements. The foundry will start shipping in the third quarter, while the peak of shipments will begin in the fourth quarter. Apple will launch four new models, namely the 6.7-inch iPhone 13 Pro Max, the 6.1-inch iPhone 13 Pro, and the 5.4-inch mini and 6.1-inch standard models.</p><p>The report comes amid discussions surrounding the name of the upcoming iPhone. One in five iPhone and iPad users are discouraged by the prospect of \"iPhone 13\" because of fear of the number 13, according to a survey. Instead, 38% of survey participants said they want Apple to drop the corresponding numbers altogether and name each iPhone release based on the year, such as iPhone (2021).</p><p>Thirteen percent of iPhone and iPad users surveyed said they want Apple to name the upcoming iPhone \"iPhone 12s\". The last time Apple used the \"s\" suffix to refer to the iPhone was in 2018, a year after the release of the iPhone X, the iPhone Xs and the iPhone Xs Max. The \"s\" nomenclature is typically a smaller incremental update reserved for iPhone releases in a given year. The iPhone 6s, for example, offers only minor improvements compared to the iPhone 6 a year ago.</p><p>From what we know so far, the 2021 iPhone will have some highly welcome improvements, for example, we're likely to see a more advanced display thanks to the addition of the ProMotion 120Hz variable refresh rate and the always-on feature of the screen area. However, Apple may feel that the new iPhone changes require the addition of larger models, rather than simply using the \"s\" suffix for the first time in three years.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/74282bcfe2e1d6d1ec4546eb18e35028","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165039031","content_text":"7月14日，市场消息：苹果寻求2021年新IPhone产量增加多达20%，知情人士称，苹果公司已要求供应商今年生产多达9000万部下一代iPhone，较2020年iPhone出货量大幅增加。\n近年来，这家科技巨头从一个设备的发布到年底这段时间一直保持着大约7500万部的稳定水平。上调2021年预测表明，该公司预计自推广新冠疫苗接种以来的首次iPhone发布将释放额外需求。下一款iPhone将是苹果推出的第二款5G手机，这是推动用户升级的关键诱因。\n隔夜美股苹果股价收涨0.79%，续刷历史新高，报145.64美元。\n\n据传2021年的iPhone将被命名为 \"iPhone 13\" 同样提供四个型号\n据《经济日报》援引消息人士和\"供应链\"的情报，苹果计划将即将推出的iPhone手机作为 \"iPhone 13\"进行销售。此外，报告称，苹果将坚持用 \"mini\"、\"Pro\"和 \"Pro Max\"的型号来表示不同的变体，所有这些都将在9月推出。\n\n苹果今年的新iPhone已经进入备货的倒计时阶段，供应链报告称，今年的新手机将被命名为iPhone 13。在组装订单分配中，鸿海仍是大赢家，包括所有6.7英寸顶级iPhone 13 Pro Max的订单，68%的6.1英寸iPhone 13也由鸿海负责，约60%的6.1英寸iPhone 13 Pro的订单也由鸿海拿下。\n根据供应链，今年的新iPhone将恢复到9月份宣布。代工厂将在第三季度开始出货，而出货高峰将在第四季度开始。苹果将推出四款新机型，即6.7英寸的iPhone 13 Pro Max，6.1英寸的iPhone 13 Pro，以及5.4英寸mini和6.1英寸的标准机型。\n该报告是在围绕即将推出的iPhone名称的讨论中提出的。一项调查显示，五分之一的iPhone和iPad用户对 \"iPhone 13\"的前景望而却步，原因是对数字13的恐惧。相反，38%的调查参与者表示，他们希望苹果完全放弃相应的数字，并根据年份来命名每一款iPhone的发布，如iPhone（2021）。\n13%的受访iPhone和iPad用户表示，他们希望苹果将即将发布的iPhone命名为 \"iPhone 12s\"。苹果上次使用 \"s\"后缀称呼iPhone是在2018年，也就是iPhone X发布一年后，iPhone Xs和iPhone Xs Max。\"s\"命名法通常是为某一年的iPhone发布保留的较小的增量更新。例如，iPhone 6s与一年前的iPhone 6相比，只提供了微小的改进。\n根据我们目前所知，2021年的iPhone将有一些备受欢迎的改进，例如，由于ProMotion 120Hz可变刷新率和屏幕区域常亮的功能的加入，我们很可能会看到更先进的显示屏。然而，苹果公司可能觉得新iPhone的变化需要增加大型号，而不是简单地在三年内第一次使用 \"s\"后缀。","news_type":1,"symbols_score_info":{"09086":0.9,"03086":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147937725,"gmtCreate":1626326287167,"gmtModify":1703757947743,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"喜爱权利金的_大柴","avatar":"https://community-static.tradeup.com/news/6e8b054d960a20245a16209fe80c9870","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088423044176710","idStr":"4088423044176710"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147937725","repostId":"1169072938","repostType":4,"repost":{"id":"1169072938","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":1626325580,"share":"https://ttm.financial/m/news/1169072938?lang=en_US&edition=fundamental","pubTime":"2021-07-15 13:06","market":"other","language":"zh","title":"BAIC Motor narrows afternoon gains to 12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169072938","media":"老虎资讯综合","summary":"7月15日，北京汽车午后涨幅缩窄至12%，公司午间澄清称递交辅导材料不代表目前有回到A股上市计划。\n北京汽车在港交所公告，公司注意到若干有关本公司可能首次公开发行A股股票的媒体推测以及本公司股份近期价","content":"<p>On July 15,<a href=\"https://laohu8.com/S/01958\">BAIC Motor</a>In the afternoon, the increase narrowed to 12%, and the company clarified at noon that the submission of counseling materials did not mean that there was a plan to return to A-share listing.</p><p>BAIC Motor announced on the Hong Kong Stock Exchange that the Company noted certain media speculations regarding the Company's possible initial public offering of A shares and the recent increase in the price and trading volume of the Company's shares. The Company speculated that the reports came from<a href=\"https://laohu8.com/S/601066\">CITIC Construction Investment</a>Securities Co., Ltd. submitted the 23rd Coaching Report to the Beijing Securities Regulatory Bureau in June 2021. The submission of the counseling work report is only for the purpose of providing the Company with options for listing the A Shares in the future, but does not represent that the Company currently plans to list the A Shares.</p><p><img src=\"https://static.tigerbbs.com/1d4ccef89febdfe83c46a174bdb46a0e\" 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>BAIC Motor narrows afternoon gains to 12%</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\">\nBAIC Motor narrows afternoon gains to 12%\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\">2021-07-15 13:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 15,<a href=\"https://laohu8.com/S/01958\">BAIC Motor</a>In the afternoon, the increase narrowed to 12%, and the company clarified at noon that the submission of counseling materials did not mean that there was a plan to return to A-share listing.</p><p>BAIC Motor announced on the Hong Kong Stock Exchange that the Company noted certain media speculations regarding the Company's possible initial public offering of A shares and the recent increase in the price and trading volume of the Company's shares. The Company speculated that the reports came from<a href=\"https://laohu8.com/S/601066\">CITIC Construction Investment</a>Securities Co., Ltd. submitted the 23rd Coaching Report to the Beijing Securities Regulatory Bureau in June 2021. The submission of the counseling work report is only for the purpose of providing the Company with options for listing the A Shares in the future, but does not represent that the Company currently plans to list the A Shares.</p><p><img src=\"https://static.tigerbbs.com/1d4ccef89febdfe83c46a174bdb46a0e\" 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/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"01958":"北京汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169072938","content_text":"7月15日，北京汽车午后涨幅缩窄至12%，公司午间澄清称递交辅导材料不代表目前有回到A股上市计划。\n北京汽车在港交所公告，公司注意到若干有关本公司可能首次公开发行A股股票的媒体推测以及本公司股份近期价格及成交量有所上升。本公司猜测有关报导来自于中信建投证券股份有限公司于2021年6月向北京证监局报送对本公司的第二十三期辅导工作报告。递交辅导工作报告仅为提供本公司在将来A股上市的选择但不代表本公司目前有计划A股上市。","news_type":1,"symbols_score_info":{"01958":0.9}},"isVote":1,"tweetType":1,"viewCount":3803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316503475871784,"gmtCreate":1718299096455,"gmtModify":1718299103835,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"喜爱权利金的_大柴","avatar":"https://community-static.tradeup.com/news/6e8b054d960a20245a16209fe80c9870","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088423044176710","idStr":"4088423044176710"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/CVX 20240621 155.0 PUT SELL 1 | CVX 20240621 160.0 PUT BUY 1\">$雪佛龙 VERTICAL 240621 PUT 160.0/PUT 155.0$</a>&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/CVX 20240621 155.0 PUT SELL 1 | CVX 20240621 160.0 PUT BUY 1\">$雪佛龙 VERTICAL 240621 PUT 160.0/PUT 155.0$</a>&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;","text":"$雪佛龙 VERTICAL 240621 PUT 160.0/PUT 155.0$ [流泪] [流泪] [流泪] [流泪] [流泪]","images":[{"img":"https://community-static.tradeup.com/news/aa81d9e07dec6d38ed1681d1a3461afe","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316503475871784","isVote":1,"tweetType":1,"viewCount":3160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9942478603,"gmtCreate":1681294806603,"gmtModify":1681294811888,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"喜爱权利金的_大柴","avatar":"https://community-static.tradeup.com/news/6e8b054d960a20245a16209fe80c9870","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088423044176710","idStr":"4088423044176710"},"themes":[],"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942478603","repostId":"2326997706","repostType":2,"repost":{"id":"2326997706","kind":"highlight","pubTimestamp":1681288550,"share":"https://ttm.financial/m/news/2326997706?lang=en_US&edition=fundamental","pubTime":"2023-04-12 16:35","market":"us","language":"zh","title":"12 Blockbuster Charts from Wall Street's Most Accurate Analysts: All Signs Point to a Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=2326997706","media":"华尔街见闻","summary":"美国银行策略分析师Michael Hartnett认为，当前的制造业指数、就业情况、信贷紧缩、油价及地产等等数据均指向衰退，但投资者并未重视且低估了即将到来的衰退对美股的挑战。","content":"<p><html><head></head><body>Michael Hartnett, a strategist at Bank of America, believes that the current data such as manufacturing index, employment situation, credit crunch, oil price and real estate all point to recession, but investors have not paid attention to and underestimated the challenge of the upcoming recession to US stocks. A U.S. recession is looming, but investors are focusing on the timing of the Federal Reserve's rate cuts, underestimating the recession's challenge to U.S. stocks.</p><p>In a new report, a team led by Michael Hartnett, a strategist at Bank of America, the most accurate analyst on Wall Street since last year, said that the current data such as manufacturing index, employment situation, bank credit environment, earnings per share and real estate all point to a recession, but investors don't pay attention to it.</p><p>Hartnett believes investors should dump U.S. stocks at the Fed's last rate hike or near the end of the rate hike, not only after the rate hike is over:</p><p>Based on the experience of the 1970s and 1980s, U.S. stocks fell within three months of each rate hike cycle during those two decades. In eight of the last 10 recessions, the S&P 500 has fallen more than 20%. 1. The ISM manufacturing index in the United States unexpectedly dropped to 46.3 in March, shrinking for five consecutive months, hitting a new low since May 2020.</p><p>Bank of America pointed out that over the past 70 years,<strong>There were 12 instances where the ISM Manufacturing Index fell below 45, and 11 of them experienced recessions</strong>(except 1967).</p><p>What's more, the ISM Non-Manufacturing Index stands at 51.2, which is the fourth-worst number since the 2008 global financial crisis.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c847f24aeb79ddf8cd4a68590042cd27\" tg-width=\"678\" tg-height=\"404\"/></p><p>2. The new order index of ISM manufacturing in the United States in March was 44.3, which was in the contraction range. Bank of America pointed out that,<strong>When the new order index <45 means the S&P 500 earnings per share (EPS) will start to decline and the economy will enter a recession</strong>(See 1991, 2001, 2008, 2020).</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c847f24aeb79ddf8cd4a68590042cd27\" tg-width=\"678\" tg-height=\"404\"/></p><p><strong>3.Global EPS is expected to decline by 10-15% year-over-year in the second half of 2023.</strong></p><p>According to current forecasts from Bank of America's global EPS growth model, earnings per share will decline 16% year-over-year through August of this year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dafb784838c6bb8a25d70ad4e9f5bf62\" tg-width=\"686\" tg-height=\"393\"/></p><p><strong>The inversion of the 4.2-year/10-year US Treasury Bond yield curve is slowing down, which can further confirm the US economic recession.</strong></p><p>The degree of inversion of the 2-year/10-year U.S. Treasury Bond yield curve is flattened by expectations of a recession.</p><p>In the past 4 weeks<a href=\"https://laohu8.com/S/US10Y.BOND\">U.S. 10-Year Treasury Bond Yield</a>And the 2-year Treasury Bond yield is inverted from the previous 110 basis points to 50 basis points, and when the recession starts, short-term interest rates will fall due to market expectations that the Federal Reserve will start to pivot.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fcca1fa40e968a3e955fdb3f0ef8beb\" tg-width=\"684\" tg-height=\"387\"/></p><p><strong>5. Opec + production cuts did not boost oil prices, confirming the recession.</strong></p><p>Historically, oil prices have risen during recessions and fallen during recessions, and OPEC +' s raid production cuts have not sent oil prices soaring<strong>，</strong>This is another sign of a recession.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52151a0d320068cc0eb3d0345b949eac\" tg-width=\"684\" tg-height=\"408\"/></p><p><strong>6. Weak March ISM Manufacturing Index Will Make US Labor Market More Pessimistic</strong></p><p><strong>The weak March ISM manufacturing index, indicating that the U.S. labor market will weaken in the coming months; Bank of America pointed out,</strong>Historically, the ISM manufacturing index <45 will coincide with the decline in non-farm payrolls and the U.S. recession.</p><p>Bank of America believes that U.S. non-farm payrolls grew strongly by 311,000 in February 2023, above market expectations of 240,000,<strong>The last strong jobs report of 2023.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32c7688733d5737a0bf49b7e385ca8a0\" tg-width=\"682\" tg-height=\"396\"/></p><p><strong>7. The decline in global house prices is further evidence of the recession.</strong></p><p>House prices across Europe fell 1.5% on average quarter-on-quarter in the fourth quarter of 2022, the first decline since 2015, as interest rates surged across countries; New Zealand house prices plunged 13.3% year-on-year in the first quarter of this year; U.S. house prices fell month-on-month for the sixth consecutive month, down 4.4% from the peak in June last year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db1a0ba6580f29c0ab40be5fbfc8dd4f\" tg-width=\"677\" tg-height=\"397\"/></p><p><strong>8. The credit crunch in the United States will further weaken the labour market.</strong></p><p>Bank of America has been tightening lending standards for small companies over the past few months. U.S. bank borrowing fell hugely in late March, when the banking crisis was fermenting, hitting a record two-week decline.</p><p>Steno Research says there is mounting evidence that banking stress triggered by SVB does turn into a recession, but not a rapid liquidity-driven recession, but a slow one triggered by a credit crunch. The agency sees a greater than 75% chance of a U.S. recession in the third quarter of 2023.</p><p><strong>Increased credit crunch is highly correlated with small business employment demand, BofA notes</strong>(American small businesses create nearly 2/3 of the jobs created in the United States).</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb9f7c2467671d4257b898504422d19c\" tg-width=\"688\" tg-height=\"410\"/></p><p><strong>9. European bank lending is contracting and a recession is coming.</strong></p><p>Bank loans in the euro zone have declined for three consecutive months. Bank of America pointed out that the euro zone economy is highly dependent on bank credit, and about 85% of corporate funds are obtained through bank loans. Therefore, the decline in bank loans means that a recession is approaching.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e792b47604c9c981e9b654e1622d86\" tg-width=\"679\" tg-height=\"403\"/></p><p><strong>10. The trend of the U.S. labor market means the beginning of a recession, and a weak labor market will allow the Federal Reserve to cut interest rates sharply.</strong></p><p>The number of U.S. JOLTS job openings in February fell below 10 million for the first time in nearly two years, down more than 2 million from a peak of 12 million in March 2023.</p><p><strong>Bank of America noted that this situation means: U.S. job openings decline —> labor market weakness —> Fed rate cuts</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b218a1f134dd1090741c7aa6a3e7137\" tg-width=\"686\" tg-height=\"405\"/></p><p><strong>11. Investors should sell U.S. stocks during the Fed's last rate hike, or near the end of the Fed's rate hike.</strong></p><p>The team led by Hartnett suggested that investors should dump U.S. stocks at the Fed's last rate hike or near the end of the Fed's rate hike, rather than after the rate hike. The team believes this is based on experience in the 1970s and 1980s, when U.S. stocks fell within three months of each rate hike cycle during those two decades.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd056ee3a5ec9d538e29f898c67557ae\" tg-width=\"683\" tg-height=\"360\"/></p><p><strong>12. The decline and decline of stocks</strong></p><p>Bank of America's global equity derivatives research team believes that historical recessions have indeed impacted stocks negatively:</p><p>The current S&P 500 index has more downside. Since 1929, two-thirds of the S&P 500's peak-to-low decline has occurred during the U.S. recession. In eight of the last 10 recessions, the S&P 500 has fallen more than 20%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32bf5cd28459b7d644138a3e619be858\" tg-width=\"679\" tg-height=\"412\"/></p><p></body></html></p>","source":"wallstreetcn_api","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>12 Blockbuster Charts from Wall Street's Most Accurate Analysts: All Signs Point to a Recession</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\">\n12 Blockbuster Charts from Wall Street's Most Accurate Analysts: All Signs Point to a Recession\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\">2023-04-12 16:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Michael Hartnett, a strategist at Bank of America, believes that the current data such as manufacturing index, employment situation, credit crunch, oil price and real estate all point to recession, but investors have not paid attention to and underestimated the challenge of the upcoming recession to US stocks. A U.S. recession is looming, but investors are focusing on the timing of the Federal Reserve's rate cuts, underestimating the recession's challenge to U.S. stocks.</p><p>In a new report, a team led by Michael Hartnett, a strategist at Bank of America, the most accurate analyst on Wall Street since last year, said that the current data such as manufacturing index, employment situation, bank credit environment, earnings per share and real estate all point to a recession, but investors don't pay attention to it.</p><p>Hartnett believes investors should dump U.S. stocks at the Fed's last rate hike or near the end of the rate hike, not only after the rate hike is over:</p><p>Based on the experience of the 1970s and 1980s, U.S. stocks fell within three months of each rate hike cycle during those two decades. In eight of the last 10 recessions, the S&P 500 has fallen more than 20%. 1. The ISM manufacturing index in the United States unexpectedly dropped to 46.3 in March, shrinking for five consecutive months, hitting a new low since May 2020.</p><p>Bank of America pointed out that over the past 70 years,<strong>There were 12 instances where the ISM Manufacturing Index fell below 45, and 11 of them experienced recessions</strong>(except 1967).</p><p>What's more, the ISM Non-Manufacturing Index stands at 51.2, which is the fourth-worst number since the 2008 global financial crisis.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c847f24aeb79ddf8cd4a68590042cd27\" tg-width=\"678\" tg-height=\"404\"/></p><p>2. The new order index of ISM manufacturing in the United States in March was 44.3, which was in the contraction range. Bank of America pointed out that,<strong>When the new order index <45 means the S&P 500 earnings per share (EPS) will start to decline and the economy will enter a recession</strong>(See 1991, 2001, 2008, 2020).</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c847f24aeb79ddf8cd4a68590042cd27\" tg-width=\"678\" tg-height=\"404\"/></p><p><strong>3.Global EPS is expected to decline by 10-15% year-over-year in the second half of 2023.</strong></p><p>According to current forecasts from Bank of America's global EPS growth model, earnings per share will decline 16% year-over-year through August of this year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dafb784838c6bb8a25d70ad4e9f5bf62\" tg-width=\"686\" tg-height=\"393\"/></p><p><strong>The inversion of the 4.2-year/10-year US Treasury Bond yield curve is slowing down, which can further confirm the US economic recession.</strong></p><p>The degree of inversion of the 2-year/10-year U.S. Treasury Bond yield curve is flattened by expectations of a recession.</p><p>In the past 4 weeks<a href=\"https://laohu8.com/S/US10Y.BOND\">U.S. 10-Year Treasury Bond Yield</a>And the 2-year Treasury Bond yield is inverted from the previous 110 basis points to 50 basis points, and when the recession starts, short-term interest rates will fall due to market expectations that the Federal Reserve will start to pivot.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fcca1fa40e968a3e955fdb3f0ef8beb\" tg-width=\"684\" tg-height=\"387\"/></p><p><strong>5. Opec + production cuts did not boost oil prices, confirming the recession.</strong></p><p>Historically, oil prices have risen during recessions and fallen during recessions, and OPEC +' s raid production cuts have not sent oil prices soaring<strong>，</strong>This is another sign of a recession.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52151a0d320068cc0eb3d0345b949eac\" tg-width=\"684\" tg-height=\"408\"/></p><p><strong>6. Weak March ISM Manufacturing Index Will Make US Labor Market More Pessimistic</strong></p><p><strong>The weak March ISM manufacturing index, indicating that the U.S. labor market will weaken in the coming months; Bank of America pointed out,</strong>Historically, the ISM manufacturing index <45 will coincide with the decline in non-farm payrolls and the U.S. recession.</p><p>Bank of America believes that U.S. non-farm payrolls grew strongly by 311,000 in February 2023, above market expectations of 240,000,<strong>The last strong jobs report of 2023.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32c7688733d5737a0bf49b7e385ca8a0\" tg-width=\"682\" tg-height=\"396\"/></p><p><strong>7. The decline in global house prices is further evidence of the recession.</strong></p><p>House prices across Europe fell 1.5% on average quarter-on-quarter in the fourth quarter of 2022, the first decline since 2015, as interest rates surged across countries; New Zealand house prices plunged 13.3% year-on-year in the first quarter of this year; U.S. house prices fell month-on-month for the sixth consecutive month, down 4.4% from the peak in June last year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db1a0ba6580f29c0ab40be5fbfc8dd4f\" tg-width=\"677\" tg-height=\"397\"/></p><p><strong>8. The credit crunch in the United States will further weaken the labour market.</strong></p><p>Bank of America has been tightening lending standards for small companies over the past few months. U.S. bank borrowing fell hugely in late March, when the banking crisis was fermenting, hitting a record two-week decline.</p><p>Steno Research says there is mounting evidence that banking stress triggered by SVB does turn into a recession, but not a rapid liquidity-driven recession, but a slow one triggered by a credit crunch. The agency sees a greater than 75% chance of a U.S. recession in the third quarter of 2023.</p><p><strong>Increased credit crunch is highly correlated with small business employment demand, BofA notes</strong>(American small businesses create nearly 2/3 of the jobs created in the United States).</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb9f7c2467671d4257b898504422d19c\" tg-width=\"688\" tg-height=\"410\"/></p><p><strong>9. European bank lending is contracting and a recession is coming.</strong></p><p>Bank loans in the euro zone have declined for three consecutive months. Bank of America pointed out that the euro zone economy is highly dependent on bank credit, and about 85% of corporate funds are obtained through bank loans. Therefore, the decline in bank loans means that a recession is approaching.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e792b47604c9c981e9b654e1622d86\" tg-width=\"679\" tg-height=\"403\"/></p><p><strong>10. The trend of the U.S. labor market means the beginning of a recession, and a weak labor market will allow the Federal Reserve to cut interest rates sharply.</strong></p><p>The number of U.S. JOLTS job openings in February fell below 10 million for the first time in nearly two years, down more than 2 million from a peak of 12 million in March 2023.</p><p><strong>Bank of America noted that this situation means: U.S. job openings decline —> labor market weakness —> Fed rate cuts</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b218a1f134dd1090741c7aa6a3e7137\" tg-width=\"686\" tg-height=\"405\"/></p><p><strong>11. Investors should sell U.S. stocks during the Fed's last rate hike, or near the end of the Fed's rate hike.</strong></p><p>The team led by Hartnett suggested that investors should dump U.S. stocks at the Fed's last rate hike or near the end of the Fed's rate hike, rather than after the rate hike. The team believes this is based on experience in the 1970s and 1980s, when U.S. stocks fell within three months of each rate hike cycle during those two decades.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd056ee3a5ec9d538e29f898c67557ae\" tg-width=\"683\" tg-height=\"360\"/></p><p><strong>12. The decline and decline of stocks</strong></p><p>Bank of America's global equity derivatives research team believes that historical recessions have indeed impacted stocks negatively:</p><p>The current S&P 500 index has more downside. Since 1929, two-thirds of the S&P 500's peak-to-low decline has occurred during the U.S. recession. In eight of the last 10 recessions, the S&P 500 has fallen more than 20%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32bf5cd28459b7d644138a3e619be858\" tg-width=\"679\" tg-height=\"412\"/></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3686292\">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/2c98541a89b0218de5ba61a7a938cf4d","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SQQQ":"纳指三倍做空ETF","DXD":"两倍做空道琼30指数ETF-ProShares","BK4581":"高盛持仓","SPXU":"三倍做空标普500ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares",".SPX":"S&P 500 Index","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IVV":"标普500ETF-iShares","UDOW":"三倍做多道指30ETF-ProShares",".IXIC":"NASDAQ Composite","SSO":"2倍做多标普500ETF-ProShares","SPY":"标普500ETF","PSQ":"做空纳斯达克100指数ETF-ProShares",".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF","DOG":"道指ETF-ProShares做空","SH":"做空标普500-Proshares","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF-ProShares","BK4559":"巴菲特持仓","BK4504":"桥水持仓","BK4588":"碎股","BK4550":"红杉资本持仓","OEX":"标普100","DDM":"2倍做多道指ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","DJX":"1/100道琼斯","OEF":"标普100指数ETF-iShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3686292","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326997706","content_text":"美国银行策略分析师Michael Hartnett认为，当前的制造业指数、就业情况、信贷紧缩、油价及地产等等数据均指向衰退，但投资者并未重视且低估了即将到来的衰退对美股的挑战。美国经济衰退正在逼近，但投资者正将注意力放在美联储降息的时机上，低估了衰退对美股的挑战。自去年以来华尔街预测最准确的分析师、美国银行策略分析师Michael Hartnett领导的团队在最新的一份报告中表示，当前的制造业指数、就业情况、银行信贷环境、每股收益及房地产等等数据均指向衰退，但投资者并未重视。Hartnett认为投资者应该在美联储最后一次加息时或加息接近结束时就抛售美股，而不是在加息结束之后才抛售：根据1970和80年代的经验得出的结论，在那二十年中，每次加息周期结束的三个月内，美股都在下跌。在过去10次经济衰退中，有8次标普500跌幅超过20%。1.美国3月ISM制造业指数意外降至46.3，连续五个月萎缩，创2020年5月以来新低。美银指出，在过去70年间，存在12次ISM制造业指数低于45的情况，其中有11次发生了衰退（1967年除外）。更重要的是，ISM非制造业指数为51.2，这一数字是2008年全球金融危机以来第4糟糕的水平。2. 美国3月ISM制造业新订单指数为44.3，处于收缩区间，美银指出，当新订单指数<45意味着标普500每股收益（EPS）将开始下降，经济步入衰退（参见 1991、2001、2008、2020年）。3. 预计2023年下半年全球每股收益同比下降10-15%。根据美国银行全球每股收益增长模型目前的预测，截至今年8月，每股收益将同比下降16%。4.2年/10年期美国国债收益率曲线倒挂程度正放缓，这可以进一步确认美国经济衰退。2年/10年期美国国债收益率曲线倒挂程度因经济衰退的预期而变得平和。过去4周内美国10年期国债收益率与2年期国债收益率从此前的倒挂110个基点，变为50个基点，当经济衰退开始时，由于市场预期美联储将开始转向，短期利率会下降。5.Opec+减产并未提振油价，证实经济衰退。从历史上看，油价会在衰退期间上涨并在衰退期间下跌，OPEC+的突袭减产并未使油价飙升，这是另一个经济衰退的迹象。6. 疲软的3月ISM制造业指数将使美国劳动力市场更加悲观疲软的3月ISM制造业指数，表明美国劳动力市场将在未来几个月走弱；美银指出，从历史上看，ISM制造业采指数< 45会与非农就业人数下滑及美国经济衰退同时发生。美银认为，2023年2月美国非农就业人数强劲增长31.1万，高于24万的市场预期，2023年最后一份强劲的就业报告。7. 全球房价下跌进一步证明经济衰退。随着各国利率飙升，欧洲各国房价在2022年第四季度平均环比下降1.5％，为2015年以来首次下跌；新西兰房价今年一季度同比暴跌13.3%；美国房价连续第六个月环比下跌，较去年6月峰值累跌4.4%。8. 美国的信贷紧缩将进一步削弱劳动力市场。过去几个月，美国银行一直在收紧对小公司的贷款标准。美国银行借贷在银行业危机发酵的3月下旬出现巨额跌幅，创历史最高两周下降纪录。Steno Research表示，越来越多的证据表明，由 SVB 引发的银行业压力确实会演变成一场衰退，但不是一场迅速的流动性驱动的衰退，而是由信贷紧缩引发的缓慢衰退。该机构认为，2023 年第三季度美国经济衰退的可能性大于75%。美银指出，信贷紧缩加剧与小企业用工需求高度相关（美国小企业创造了为美国创造了近2/3的就业机会）。9. 欧洲银行贷款正在收缩，衰退正在到来。欧元区银行贷款连续3个月下降，美银指出，欧元区经济高度依赖银行信贷，约有85%的企业资金通过银行贷款获得，因此银行贷款规模下降意味着衰退逼近。10.美国劳动力市场的走势意味着衰退开始，疲软的劳动力市场将允许美联储大幅降息。美国2月JOLTS职位空缺数近两年里首次跌破1000万，从2023年3月1200万峰值下降了200万以上。美银指出，这一情况意味着：美国职位空缺下降—>劳动力市场疲软 —> 美联储降息11. 在美联储最后一次加息时，或者美联储加息接近结束时投资者应该抛售美股。Hartnett领导的团队建议，投资者应该在美联储最后一次加息时或者美联储加息接近结束时就抛售美股，而不是在加息结束之后才抛售。该团队认为，这是根据1970和80年代的经验得出的结论，在那二十年中，每次加息周期结束的三个月内，美股都在下跌。12. 股票的跌幅与衰退美国银行的全球股票衍生品研究团队认为，历史上的经济衰退对股票影响确实是负面的：当前标普500指数还有更多下行空间，自1929年以来，标普500从峰值到低点的下跌情况中，有三分之二发生在美国经济衰退期间。在过去10次经济衰退中，有8次标普500跌幅超过20%。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"UPRO":0.6,"QID":0.6,"DXD":0.6,"DDM":0.6,"SPY":0.9,"OEX":0.6,"PSQ":0.6,"SDS":0.6,"QLD":0.6,".IXIC":0.89,"MNQmain":0.6,"SDOW":0.6,"DOG":0.6,"IVV":0.6,"ESmain":0.6,"SH":0.6,".DJI":0.9,"NQmain":0.6,"TQQQ":0.6,"UDOW":0.6,".SPX":0.6,"SPXU":0.6,"SSO":0.6,"DJX":0.6,"QQQ":0.6,"SQQQ":0.6,"OEF":0.6}},"isVote":1,"tweetType":1,"viewCount":3572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}