Jamesim personal page - To The Moon

Jamesim

Jamesim

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2021-07-27

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Antitrust Upgrade! The European Union is eyeing two more Google services and asking for rectification within 2 months

2022-04-10

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Crazy Lithium: 10x a year, who's hyping it?

2022-03-08

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Last Night and This Morning | The Nasdaq fell into a bear market! European Stocks Into Bear as Energy Prices Surge

2022-02-09

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Goldman Sachs warns for the first time in history: Fed super tightening could trigger a hard landing

2022-08-04

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Alibaba Appoints Two Independent Directors: Hysan Industrial Li Yunlian and Ernst & Young China Former Chairman Wu Gangping

2022-04-01

😀

Trading of some Hong Kong real estate and property management stocks suspended in Hong Kong

2022-03-16

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2021-07-24

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2021-07-07

OMG

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2022-12-28

Goal

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Egatee成立於2022年1月，致力於打造一個提供多元服務的全鏈路B2B電商平臺，爲非洲等新興市場零售終端和全球品牌商提供一站式在線交易、品牌運營、本土城配、支付結算等服務。 Egatee團隊擁有豐富的電商行業經驗與海外創業經歷，已搭建起超500人的全球團隊，成員來自中國、非洲、印度等多個國家。 目前，Egatee已開通尼日利亞、烏干達、坦桑尼亞、津巴布韋等國家站和城市雲倉，累計服務海外超10萬家商戶，涵蓋快消、3C、時尚百貨、汽車配件、醫藥等多個領域。自2022年1月上線至今，Egatee平臺保持較快增長、交易額已突破近8億元人民幣。 Egatee計劃於2023年陸續開通撒哈拉以南15個國家業務，通過數字化賦能本土市場，深耕本地供應鏈渠道建設，積極地幫助全球品牌在非洲市場落地，讓非洲人民享受質優價廉、選擇多樣的“一盤好貨”。 Egatee創始人Roy Cha表示：“非洲零售渠道市場存在巨大的機會，但絕不是簡單的中國模式複製。我們平臺的核心競爭力就是本土化、數據化，通過系統進行最小顆粒度的實時管理。平臺第一年的收入增長曲線與成本下降曲線趨勢良好，同時我們正在圍繞小B門店建設一個強大的履約交付網絡，這將在未來構成我們的核心競爭力。” 高榕資本董事總經理馬曉宇表示：“高榕非常關注全球B2B跨境電商發展帶來的創新機遇，特別是非洲等新興市場擁有巨大的增長勢能。Egatee團隊具有豐富的B2B電商和全球化運營經驗，平臺上線後業務實現高速增長。我們相信，依託中國強大的製造供應鏈，以及團隊的數字化能力和本土化落地能力，公司將更好地","listText":"投資界11月14日消息，非洲B2B電商平臺Egatee（易得科技）近日宣佈已完成數千萬元A輪融資，本輪融資由義烏小商品城領投，天使輪領投方高榕資本A輪繼續加註。本輪融資後，Egatee將繼續深耕新興國家市場，進一步擴大海外團隊，加速用戶拓展與基礎供應鏈建設。 Egatee成立於2022年1月，致力於打造一個提供多元服務的全鏈路B2B電商平臺，爲非洲等新興市場零售終端和全球品牌商提供一站式在線交易、品牌運營、本土城配、支付結算等服務。 Egatee團隊擁有豐富的電商行業經驗與海外創業經歷，已搭建起超500人的全球團隊，成員來自中國、非洲、印度等多個國家。 目前，Egatee已開通尼日利亞、烏干達、坦桑尼亞、津巴布韋等國家站和城市雲倉，累計服務海外超10萬家商戶，涵蓋快消、3C、時尚百貨、汽車配件、醫藥等多個領域。自2022年1月上線至今，Egatee平臺保持較快增長、交易額已突破近8億元人民幣。 Egatee計劃於2023年陸續開通撒哈拉以南15個國家業務，通過數字化賦能本土市場，深耕本地供應鏈渠道建設，積極地幫助全球品牌在非洲市場落地，讓非洲人民享受質優價廉、選擇多樣的“一盤好貨”。 Egatee創始人Roy Cha表示：“非洲零售渠道市場存在巨大的機會，但絕不是簡單的中國模式複製。我們平臺的核心競爭力就是本土化、數據化，通過系統進行最小顆粒度的實時管理。平臺第一年的收入增長曲線與成本下降曲線趨勢良好，同時我們正在圍繞小B門店建設一個強大的履約交付網絡，這將在未來構成我們的核心競爭力。” 高榕資本董事總經理馬曉宇表示：“高榕非常關注全球B2B跨境電商發展帶來的創新機遇，特別是非洲等新興市場擁有巨大的增長勢能。Egatee團隊具有豐富的B2B電商和全球化運營經驗，平臺上線後業務實現高速增長。我們相信，依託中國強大的製造供應鏈，以及團隊的數字化能力和本土化落地能力，公司將更好地","text":"投資界11月14日消息，非洲B2B電商平臺Egatee（易得科技）近日宣佈已完成數千萬元A輪融資，本輪融資由義烏小商品城領投，天使輪領投方高榕資本A輪繼續加註。本輪融資後，Egatee將繼續深耕新興國家市場，進一步擴大海外團隊，加速用戶拓展與基礎供應鏈建設。 Egatee成立於2022年1月，致力於打造一個提供多元服務的全鏈路B2B電商平臺，爲非洲等新興市場零售終端和全球品牌商提供一站式在線交易、品牌運營、本土城配、支付結算等服務。 Egatee團隊擁有豐富的電商行業經驗與海外創業經歷，已搭建起超500人的全球團隊，成員來自中國、非洲、印度等多個國家。 目前，Egatee已開通尼日利亞、烏干達、坦桑尼亞、津巴布韋等國家站和城市雲倉，累計服務海外超10萬家商戶，涵蓋快消、3C、時尚百貨、汽車配件、醫藥等多個領域。自2022年1月上線至今，Egatee平臺保持較快增長、交易額已突破近8億元人民幣。 Egatee計劃於2023年陸續開通撒哈拉以南15個國家業務，通過數字化賦能本土市場，深耕本地供應鏈渠道建設，積極地幫助全球品牌在非洲市場落地，讓非洲人民享受質優價廉、選擇多樣的“一盤好貨”。 Egatee創始人Roy Cha表示：“非洲零售渠道市場存在巨大的機會，但絕不是簡單的中國模式複製。我們平臺的核心競爭力就是本土化、數據化，通過系統進行最小顆粒度的實時管理。平臺第一年的收入增長曲線與成本下降曲線趨勢良好，同時我們正在圍繞小B門店建設一個強大的履約交付網絡，這將在未來構成我們的核心競爭力。” 高榕資本董事總經理馬曉宇表示：“高榕非常關注全球B2B跨境電商發展帶來的創新機遇，特別是非洲等新興市場擁有巨大的增長勢能。Egatee團隊具有豐富的B2B電商和全球化運營經驗，平臺上線後業務實現高速增長。我們相信，依託中國強大的製造供應鏈，以及團隊的數字化能力和本土化落地能力，公司將更好地","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/664766860","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960984818,"gmtCreate":1668045157234,"gmtModify":1676538003533,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088770777339480","authorIdStr":"4088770777339480"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960984818","repostId":"664675136","repostType":1,"repost":{"id":664675136,"gmtCreate":1668041150632,"gmtModify":1676538003256,"author":{"id":"3478578482923054","authorId":"3478578482923054","name":"大佛聊互联网金融","avatar":"https://static.laohu8.com/cb87d456a1e040e4ca28bd3af66a0713","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478578482923054","authorIdStr":"3478578482923054"},"themes":[],"title":"張庭夫婦的天價罰單","htmlText":"\n \n \n  &nbsp;&nbsp;&nbsp; 11月7日，張庭夫婦涉嫌網絡傳銷一案聽證會結束。&nbsp;&nbsp;據報道，涉案的19個主體將面臨113億的行政處罰，涉案人則包括張庭夫婦及明星陶虹。&nbsp;&nbsp;2021年12月，張庭夫婦旗下公司因涉嫌傳銷被立案調查，當時被凍結資金6億元。&nbsp;&nbsp;2022年1月，張庭夫婦社交賬號被禁言（後又解封），並被傳已將600億資產轉移至海外。當月有媒體報道這兩口子沒有直接持股涉嫌案公司，可能因此逃脫追責，但很快張庭夫婦的算盤就落空了。&nbsp;&nbsp;2022年4月，張庭夫婦公司被認定構成組織策劃傳銷的違法行爲，2018年-2021年間公司營收91.71億，獲利1927.99萬元，公司被罰沒收違法所得1927.99萬元，並罰款170萬元。&nbsp;&nbsp;正當大家還在感慨營收與毛利之間的鉅額懸殊時，當月張庭夫婦又被爆出名下96套價值17億的房產被查封，該房產爲上海的一棟辦公大樓，按產權劃分爲96套，每套價值在1700萬元以上。&nbsp;&nbsp;當時，演員陶虹也正式浮現在張庭夫婦傳銷事件中，報道稱陶虹在其公司擔任董事，5年時間從公司分紅達4.2億元，之後陶虹對該消息進行了否認，並在張庭夫婦出事前，2021年7月就退出了該公司股東行列，對外稱自己只是投資者的身份。不過在剛剛過去的聽證會名單上，還是出現了陶虹的名字。&nbsp;&nbsp;2022年8月，張庭夫婦現身馬來西亞，網絡視頻顯示，林瑞陽又開始激情演講，表示自己已在馬來西亞成立分公司，並打算把品牌重心轉移到馬來西亞，佈局東南亞市場。這是眼看國內韭菜割不了了，又跑到海外打算捲土重來。&nbsp;&nbsp;而11月的這次聽證會，張庭夫婦一口氣請了30個代理律師爲其發表陳述意見。在聽證會結束第二天，張庭還發了圍脖，表示等個公證的裁決，IP地址顯示爲\n \n","listText":"&nbsp;&nbsp;&nbsp; 11月7日，張庭夫婦涉嫌網絡傳銷一案聽證會結束。&nbsp;&nbsp;據報道，涉案的19個主體將面臨113億的行政處罰，涉案人則包括張庭夫婦及明星陶虹。&nbsp;&nbsp;2021年12月，張庭夫婦旗下公司因涉嫌傳銷被立案調查，當時被凍結資金6億元。&nbsp;&nbsp;2022年1月，張庭夫婦社交賬號被禁言（後又解封），並被傳已將600億資產轉移至海外。當月有媒體報道這兩口子沒有直接持股涉嫌案公司，可能因此逃脫追責，但很快張庭夫婦的算盤就落空了。&nbsp;&nbsp;2022年4月，張庭夫婦公司被認定構成組織策劃傳銷的違法行爲，2018年-2021年間公司營收91.71億，獲利1927.99萬元，公司被罰沒收違法所得1927.99萬元，並罰款170萬元。&nbsp;&nbsp;正當大家還在感慨營收與毛利之間的鉅額懸殊時，當月張庭夫婦又被爆出名下96套價值17億的房產被查封，該房產爲上海的一棟辦公大樓，按產權劃分爲96套，每套價值在1700萬元以上。&nbsp;&nbsp;當時，演員陶虹也正式浮現在張庭夫婦傳銷事件中，報道稱陶虹在其公司擔任董事，5年時間從公司分紅達4.2億元，之後陶虹對該消息進行了否認，並在張庭夫婦出事前，2021年7月就退出了該公司股東行列，對外稱自己只是投資者的身份。不過在剛剛過去的聽證會名單上，還是出現了陶虹的名字。&nbsp;&nbsp;2022年8月，張庭夫婦現身馬來西亞，網絡視頻顯示，林瑞陽又開始激情演講，表示自己已在馬來西亞成立分公司，並打算把品牌重心轉移到馬來西亞，佈局東南亞市場。這是眼看國內韭菜割不了了，又跑到海外打算捲土重來。&nbsp;&nbsp;而11月的這次聽證會，張庭夫婦一口氣請了30個代理律師爲其發表陳述意見。在聽證會結束第二天，張庭還發了圍脖，表示等個公證的裁決，IP地址顯示爲","text":"11月7日，張庭夫婦涉嫌網絡傳銷一案聽證會結束。 據報道，涉案的19個主體將面臨113億的行政處罰，涉案人則包括張庭夫婦及明星陶虹。 2021年12月，張庭夫婦旗下公司因涉嫌傳銷被立案調查，當時被凍結資金6億元。 2022年1月，張庭夫婦社交賬號被禁言（後又解封），並被傳已將600億資產轉移至海外。當月有媒體報道這兩口子沒有直接持股涉嫌案公司，可能因此逃脫追責，但很快張庭夫婦的算盤就落空了。 2022年4月，張庭夫婦公司被認定構成組織策劃傳銷的違法行爲，2018年-2021年間公司營收91.71億，獲利1927.99萬元，公司被罰沒收違法所得1927.99萬元，並罰款170萬元。 正當大家還在感慨營收與毛利之間的鉅額懸殊時，當月張庭夫婦又被爆出名下96套價值17億的房產被查封，該房產爲上海的一棟辦公大樓，按產權劃分爲96套，每套價值在1700萬元以上。 當時，演員陶虹也正式浮現在張庭夫婦傳銷事件中，報道稱陶虹在其公司擔任董事，5年時間從公司分紅達4.2億元，之後陶虹對該消息進行了否認，並在張庭夫婦出事前，2021年7月就退出了該公司股東行列，對外稱自己只是投資者的身份。不過在剛剛過去的聽證會名單上，還是出現了陶虹的名字。 2022年8月，張庭夫婦現身馬來西亞，網絡視頻顯示，林瑞陽又開始激情演講，表示自己已在馬來西亞成立分公司，並打算把品牌重心轉移到馬來西亞，佈局東南亞市場。這是眼看國內韭菜割不了了，又跑到海外打算捲土重來。 而11月的這次聽證會，張庭夫婦一口氣請了30個代理律師爲其發表陳述意見。在聽證會結束第二天，張庭還發了圍脖，表示等個公證的裁決，IP地址顯示爲","images":[{"img":"https://static.tigerbbs.com/8c13282aa66d446ee371d0273afd034d","width":"500","height":"85"},{"img":"https://static.tigerbbs.com/dc1a4b27920c65d9d78eb3a5b8e7dac0","width":"600","height":"844"},{"img":"https://static.tigerbbs.com/1f2a3708fad08cc0930f9cc719b84ee0","width":"500","height":"225"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/664675136","isVote":1,"tweetType":2,"object":{"id":"1906f7da8107411eb2243396a19b91d7","tweetId":"664675136","videoUrl":"https://1254107296.vod2.myqcloud.com/b9972fcfvodtranscq1254107296/f613bd96243791575390563480/v.f30.mp4","poster":"https://static.tigerbbs.com/706069351476f4f8406579576c0afbcd"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914498091,"gmtCreate":1665352192514,"gmtModify":1676537588948,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088770777339480","authorIdStr":"4088770777339480"},"themes":[],"htmlText":"Good share","listText":"Good share","text":"Good share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914498091","repostId":"9914188947","repostType":1,"repost":{"id":9914188947,"gmtCreate":1665200598489,"gmtModify":1676537572555,"author":{"id":"3581734227956830","authorId":"3581734227956830","name":"SirBahamut","avatar":"https://community-static.tradeup.com/news/bfb00d5085e2ed1685d99f51539c6bb1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734227956830","authorIdStr":"3581734227956830"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SQQQ\">$Nasdaq100 Bear 3X ETF(SQQQ)$</a><v-v data-views=\"1\"></v-v>Next week QQQ and the tech sectors&nbsp;will not be good as well as we approached Oct 13 for Sept 2022 CPI data released. Labour market remains strong, while housing prices and rent remained sticky and elevated as these takes time to adjust (e.g. you have to fulfil for rent obligation regardless of the interest). Worst of all, oil price reboundedafter OPEC wants to cut oil production. All this points to a hot inflation data in Sep 2022. Oct CPI should moderate purely because Oct 21 is the first time we saw CPI spiked to 6+%. So hold on to dear life! Next week US companies will also kickstart their 3Q reporting. If earnings are as bad aswhat AMD reported, then expect another correction of 10-20","listText":"<a href=\"https://ttm.financial/S/SQQQ\">$Nasdaq100 Bear 3X ETF(SQQQ)$</a><v-v data-views=\"1\"></v-v>Next week QQQ and the tech sectors&nbsp;will not be good as well as we approached Oct 13 for Sept 2022 CPI data released. Labour market remains strong, while housing prices and rent remained sticky and elevated as these takes time to adjust (e.g. you have to fulfil for rent obligation regardless of the interest). Worst of all, oil price reboundedafter OPEC wants to cut oil production. All this points to a hot inflation data in Sep 2022. Oct CPI should moderate purely because Oct 21 is the first time we saw CPI spiked to 6+%. So hold on to dear life! Next week US companies will also kickstart their 3Q reporting. If earnings are as bad aswhat AMD reported, then expect another correction of 10-20","text":"$Nasdaq100 Bear 3X ETF(SQQQ)$Next week QQQ and the tech sectors will not be good as well as we approached Oct 13 for Sept 2022 CPI data released. Labour market remains strong, while housing prices and rent remained sticky and elevated as these takes time to adjust (e.g. you have to fulfil for rent obligation regardless of the interest). Worst of all, oil price reboundedafter OPEC wants to cut oil production. All this points to a hot inflation data in Sep 2022. Oct CPI should moderate purely because Oct 21 is the first time we saw CPI spiked to 6+%. So hold on to dear life! Next week US companies will also kickstart their 3Q reporting. If earnings are as bad aswhat AMD reported, then expect another correction of 10-20","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914188947","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919279991,"gmtCreate":1663812298713,"gmtModify":1676537341548,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088770777339480","authorIdStr":"4088770777339480"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919279991","repostId":"661801358","repostType":1,"repost":{"id":661801358,"gmtCreate":1663811826676,"gmtModify":1676537341429,"author":{"id":"4094609998215480","authorId":"4094609998215480","name":"IPO参考","avatar":"https://static.tigerbbs.com/b257b78255efd25a95981347e2304a3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094609998215480","authorIdStr":"4094609998215480"},"themes":[],"htmlText":"【兩市兩融餘額減少0.32億元】截至9月21日，滬深兩市兩融餘額爲15902.43億元，較前一交易日減少0.32億元。其中，融資餘額爲14863.74億元，較前一交易日增加6.19億元；融券餘額爲1038.69億元，較前一交易日減少6.51億元。（上海證券報）","listText":"【兩市兩融餘額減少0.32億元】截至9月21日，滬深兩市兩融餘額爲15902.43億元，較前一交易日減少0.32億元。其中，融資餘額爲14863.74億元，較前一交易日增加6.19億元；融券餘額爲1038.69億元，較前一交易日減少6.51億元。（上海證券報）","text":"【兩市兩融餘額減少0.32億元】截至9月21日，滬深兩市兩融餘額爲15902.43億元，較前一交易日減少0.32億元。其中，融資餘額爲14863.74億元，較前一交易日增加6.19億元；融券餘額爲1038.69億元，較前一交易日減少6.51億元。（上海證券報）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/661801358","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906404185,"gmtCreate":1659575031549,"gmtModify":1705981771704,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088770777339480","authorIdStr":"4088770777339480"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906404185","repostId":"685898609","repostType":1,"repost":{"id":685898609,"gmtCreate":1659533699106,"gmtModify":1676533409918,"author":{"id":"3559955531878128","authorId":"3559955531878128","name":"KanFil","avatar":"https://static.tigerbbs.com/ed79075bb061b19c4a4c0af97e021003","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559955531878128","authorIdStr":"3559955531878128"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMTD\">$尚乘國際(AMTD)$</a>能幹到20嗎","listText":"<a 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08:26","market":"hk","language":"zh","title":"Alibaba Appoints Two Independent Directors: Hysan Industrial Li Yunlian and Ernst & Young China Former Chairman Wu Gangping","url":"https://stock-news.laohu8.com/highlight/detail?id=1103386004","media":"新浪港股","summary":"8月4日讯，阿里巴巴宣布委任希慎兴业集团有限公司执行主席利蕴莲，以及安永会计师事务所中国前主席吴港平为集团董事会独立董事，于2022年8月4日起生效。利蕴莲自2012年3月起，担任于香港联交所上市的希","content":"<p><html><head></head><body>On August 4th, Alibaba announced the appointment of Li Yunlian, executive chairman of Hysan Industrial Group Co., Ltd., and Wu Gangping, former chairman of Ernst & Young China, as independent directors of the board of directors of the group, with effect from August 4th, 2022.</p><p><img src=\"https://static.tigerbbs.com/d4d87675f95a01862ee29d979766b854\" tg-width=\"550\" tg-height=\"475\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Li Yunlian has been the executive chairman of Hysan Development Company Limited, a company listed on the Hong Kong Stock Exchange, since March 2012. Previously, she was a non-executive chairman of Hysan Industrial from May 2011 to March 2012 and a non-executive director from March 2011 to May 2011. Ms. Lee is currently the independent non-executive chairman of Hang Seng Bank Limited, a company listed on the Hong Kong Stock Exchange. She also serves as a director of a number of private and unlisted companies.</p><p>Ms. Lee previously served as an executive director at Citi Investment Bank in New York, London and Sydney, as well as the head of corporate finance at Commonwealth Bank of Australia in Sydney and the chief executive officer of Sealcorp Holdings Limited in Sydney. In addition, she was an independent director of HSBC Holdings (51.5,0.50,0.98%) Limited until April 2022 and has also served as a director of several listed companies. Ms. Lee holds a Bachelor of Arts degree from Smith College in the United States of America and is a practising barrister in England and Wales and a member of the Honours Society of Grey's College of Lawyers in the United Kingdom.</p><p>Wu Gangping is currently an independent non-executive director and the chairman of the audit committee of a number of listed companies, including Ping An (45.25,0.45,1.00%) Insurance (Group) Co., Ltd. of China, which is listed on the Shanghai Stock Exchange and the Hong Kong Stock Exchange, Beijing Eagle Eye Technology Development Co., Ltd., which is listed on the Hong Kong Stock Exchange, and China International Capital Corporation Limited, which is listed on the Shanghai Stock Exchange and the Hong Kong Stock Exchange. Mr. Wu worked at Ernst & Young from April 2007 to June 2020 and was the chairman of Ernst & Young China and a member of the Ernst & Young Global Management Committee.</p><p>Prior to joining Ernst & Young, he was managing partner of Greater China at Arthur Andersen, managing partner of PricewaterhouseCoopers China and managing director of Citigroup China Investment Bank. Mr. Ng is the president of the Chinese Chamber of Commerce in Hong Kong. Mr. Ng is also a member of the Audit Committee of The Chinese University of Hong Kong (Shenzhen) and a council member of The Chinese University of Hong Kong (Shenzhen) Education Foundation. Mr. Ng is a member of the Hong Kong Institute of Certified Public Accountants (HKICPA), the Institute of Chartered Accountants in Australia and New Zealand (CAANZ), CPAA and the Association of Certified Accountants (ACCA). He holds a bachelor's degree and a master's degree in business administration from the Chinese University of Hong Kong.</p><p></body></html></p>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Appoints Two Independent Directors: Hysan Industrial Li Yunlian and Ernst & Young China Former Chairman Wu Gangping</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\">\nAlibaba Appoints Two Independent Directors: Hysan Industrial Li Yunlian and Ernst & Young China Former Chairman Wu Gangping\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪港股</strong><span class=\"h-time small\">2022-08-04 08:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On August 4th, Alibaba announced the appointment of Li Yunlian, executive chairman of Hysan Industrial Group Co., Ltd., and Wu Gangping, former chairman of Ernst & Young China, as independent directors of the board of directors of the group, with effect from August 4th, 2022.</p><p><img src=\"https://static.tigerbbs.com/d4d87675f95a01862ee29d979766b854\" tg-width=\"550\" tg-height=\"475\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Li Yunlian has been the executive chairman of Hysan Development Company Limited, a company listed on the Hong Kong Stock Exchange, since March 2012. Previously, she was a non-executive chairman of Hysan Industrial from May 2011 to March 2012 and a non-executive director from March 2011 to May 2011. Ms. Lee is currently the independent non-executive chairman of Hang Seng Bank Limited, a company listed on the Hong Kong Stock Exchange. She also serves as a director of a number of private and unlisted companies.</p><p>Ms. Lee previously served as an executive director at Citi Investment Bank in New York, London and Sydney, as well as the head of corporate finance at Commonwealth Bank of Australia in Sydney and the chief executive officer of Sealcorp Holdings Limited in Sydney. In addition, she was an independent director of HSBC Holdings (51.5,0.50,0.98%) Limited until April 2022 and has also served as a director of several listed companies. Ms. Lee holds a Bachelor of Arts degree from Smith College in the United States of America and is a practising barrister in England and Wales and a member of the Honours Society of Grey's College of Lawyers in the United Kingdom.</p><p>Wu Gangping is currently an independent non-executive director and the chairman of the audit committee of a number of listed companies, including Ping An (45.25,0.45,1.00%) Insurance (Group) Co., Ltd. of China, which is listed on the Shanghai Stock Exchange and the Hong Kong Stock Exchange, Beijing Eagle Eye Technology Development Co., Ltd., which is listed on the Hong Kong Stock Exchange, and China International Capital Corporation Limited, which is listed on the Shanghai Stock Exchange and the Hong Kong Stock Exchange. Mr. Wu worked at Ernst & Young from April 2007 to June 2020 and was the chairman of Ernst & Young China and a member of the Ernst & Young Global Management Committee.</p><p>Prior to joining Ernst & Young, he was managing partner of Greater China at Arthur Andersen, managing partner of PricewaterhouseCoopers China and managing director of Citigroup China Investment Bank. Mr. Ng is the president of the Chinese Chamber of Commerce in Hong Kong. Mr. Ng is also a member of the Audit Committee of The Chinese University of Hong Kong (Shenzhen) and a council member of The Chinese University of Hong Kong (Shenzhen) Education Foundation. Mr. Ng is a member of the Hong Kong Institute of Certified Public Accountants (HKICPA), the Institute of Chartered Accountants in Australia and New Zealand (CAANZ), CPAA and the Association of Certified Accountants (ACCA). He holds a bachelor's degree and a master's degree in business administration from the Chinese University of Hong Kong.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2022-08-04/doc-imizirav6674038.shtml\">新浪港股</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2022-08-04/doc-imizirav6674038.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"1103386004","content_text":"8月4日讯，阿里巴巴宣布委任希慎兴业集团有限公司执行主席利蕴莲，以及安永会计师事务所中国前主席吴港平为集团董事会独立董事，于2022年8月4日起生效。利蕴莲自2012年3月起，担任于香港联交所上市的希慎兴业有限公司执行主席。此前， 她于2011年5月至2012年3月担任希慎兴业的非执行主席，以及于2011年3月至2011年5月担任非执行董事。利女士现于香港联交所上市的恒生银行有限公司之独立非执行董事长。她也担任一些私人及非上市公司的董事。利女士曾在纽约、伦敦及悉尼花旗投 资银行担任执行董事，亦在悉尼澳洲联邦银行担任企业财务主管、悉尼 Sealcorp Holdings Limited 担任行政总裁。此外，她直至 2022 年 4 月止担任汇丰控股(51.5,0.50,0.98%)有限公司的独立董事，也曾担任多家上市公司的董事。利女士持有美国 Smith College 文学士学位，亦为英格兰及韦尔斯执业大律师和英国格雷律师学院荣誉学会会员。吴港平现任多家上市公司的独立非执行董事及审计委员会主席，包括于上海证券交易所与香港联交所上市的中国平安(45.25,0.45,1.00%)保险（集团）股份有限公司、在香港联交所上市的北 京鹰瞳科技发展有限公司，以及于上海证券交易所与香港联交所上市的中国国际金融 股份有限公司。吴先生于2007年4月至2020年6月于安永会计师事务所工作，曾任安永中国主席和安永全球管理委员会成员。加入安永前，他曾任安达信会计师事务所大中 华主管合伙人、普华永道中国业务主管合伙人和花旗集团中国投资银行董事总经理。 吴先生是香港中国商会会长。吴先生也是香港中文大学（深圳）审计委员会成员和香 港中文大学（深圳）教育基金会理事。吴先生为香港会计师公会（HKICPA）、澳洲 和新西兰特许会计师公会（CAANZ）、澳洲会计师公会（CPAA）及英国公认会计师 公会（ACCA）会员。他持有香港中文大学工商管理学士学位及硕士学位。","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":1224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077367721,"gmtCreate":1658456011563,"gmtModify":1676536162318,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088770777339480","authorIdStr":"4088770777339480"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077367721","repostId":"2253703393","repostType":4,"isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072932847,"gmtCreate":1657937510089,"gmtModify":1676536084866,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088770777339480","authorIdStr":"4088770777339480"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072932847","repostId":"688762706","repostType":1,"repost":{"id":688762706,"gmtCreate":1657857039000,"gmtModify":1676533341351,"author":{"id":"3577852034187700","authorId":"3577852034187700","name":"经济观察报","avatar":"https://static.tigerbbs.com/f64ac2aa784ef0f271ddeb45c7dc72bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577852034187700","authorIdStr":"3577852034187700"},"themes":[],"title":"國家統計局：從下半年情況看，我國經濟有望繼續回升保持在合理區間","htmlText":"2022年7月15日（星期五）上午10時，國務院新聞辦公室舉行新聞發佈會，國家統計局新聞發言人、國民經濟綜合統計司司長付凌暉介紹2022年上半年國民經濟運行情況，並答記者問。 日本朝日新聞記者：如果沒有新冠疫情的影響，中國經濟潛在增長率大概是多少？您如何看待下半年的經濟恢復對實現全年5.5%GDP增長目標的可能性？謝謝。 付凌暉：謝謝您的提問。關於中國經濟潛在增長率，很多機構和學者都進行了測算，測算結果有一定的差異。總的來看，多數結論認爲，現階段中國經濟潛在增長率大概在5%-6%之間。未來隨着中國經濟體量增大，勞動力資源環境約束增強，潛在增長率水平也會逐步降低。但是從全球範圍來看，5%-6%的潛在增長率仍然處於中高水平，特別是中國這麼大的經濟體量條件下，能保持中高水平增長是非常不容易的，也表明我國經濟增長的潛力還是比較大的。 中國仍然是世界上最大的發展中國家，雖然我國人均GDP已經突破了1萬美元，但是和發達國家4萬美元以上的人均水平相比，還有較大差距，這種差距也是中國經濟未來發展的巨大空間和潛力。需要指出的是，國際環境複雜嚴峻，疊加世紀疫情，全球化發展遭遇逆流，國內經濟結構調整轉型處於關鍵時期，我國經濟增長達到潛在水平的難度在加大。保持經濟平穩增長，仍要付出艱苦努力。今年上半年，我國經濟頂住了超預期因素衝擊保持增長，非常不容易。當前，世界經濟滯脹風險上升，外部不穩定不確定因素增加，國內需求收縮、供給衝擊、預期轉弱三重壓力猶存，實現全年經濟增長預期目標有挑戰。但也要看到，我國經濟長期向好的基本面沒有改變，經濟韌性強的特點明顯，宏觀政策調節工具豐富，推動經濟持續恢復具備較多有利條件。從下半年情況看，隨着高效統籌疫情防控和經濟社會發展，有力推進穩經濟的各項政策措施效應不斷顯現，我國經濟有望繼續回升保持在合理區間。下階段，要抓住經濟企穩回升的有利時機，按照疫情要防住，經濟要穩住，發","listText":"2022年7月15日（星期五）上午10時，國務院新聞辦公室舉行新聞發佈會，國家統計局新聞發言人、國民經濟綜合統計司司長付凌暉介紹2022年上半年國民經濟運行情況，並答記者問。 日本朝日新聞記者：如果沒有新冠疫情的影響，中國經濟潛在增長率大概是多少？您如何看待下半年的經濟恢復對實現全年5.5%GDP增長目標的可能性？謝謝。 付凌暉：謝謝您的提問。關於中國經濟潛在增長率，很多機構和學者都進行了測算，測算結果有一定的差異。總的來看，多數結論認爲，現階段中國經濟潛在增長率大概在5%-6%之間。未來隨着中國經濟體量增大，勞動力資源環境約束增強，潛在增長率水平也會逐步降低。但是從全球範圍來看，5%-6%的潛在增長率仍然處於中高水平，特別是中國這麼大的經濟體量條件下，能保持中高水平增長是非常不容易的，也表明我國經濟增長的潛力還是比較大的。 中國仍然是世界上最大的發展中國家，雖然我國人均GDP已經突破了1萬美元，但是和發達國家4萬美元以上的人均水平相比，還有較大差距，這種差距也是中國經濟未來發展的巨大空間和潛力。需要指出的是，國際環境複雜嚴峻，疊加世紀疫情，全球化發展遭遇逆流，國內經濟結構調整轉型處於關鍵時期，我國經濟增長達到潛在水平的難度在加大。保持經濟平穩增長，仍要付出艱苦努力。今年上半年，我國經濟頂住了超預期因素衝擊保持增長，非常不容易。當前，世界經濟滯脹風險上升，外部不穩定不確定因素增加，國內需求收縮、供給衝擊、預期轉弱三重壓力猶存，實現全年經濟增長預期目標有挑戰。但也要看到，我國經濟長期向好的基本面沒有改變，經濟韌性強的特點明顯，宏觀政策調節工具豐富，推動經濟持續恢復具備較多有利條件。從下半年情況看，隨着高效統籌疫情防控和經濟社會發展，有力推進穩經濟的各項政策措施效應不斷顯現，我國經濟有望繼續回升保持在合理區間。下階段，要抓住經濟企穩回升的有利時機，按照疫情要防住，經濟要穩住，發","text":"2022年7月15日（星期五）上午10時，國務院新聞辦公室舉行新聞發佈會，國家統計局新聞發言人、國民經濟綜合統計司司長付凌暉介紹2022年上半年國民經濟運行情況，並答記者問。 日本朝日新聞記者：如果沒有新冠疫情的影響，中國經濟潛在增長率大概是多少？您如何看待下半年的經濟恢復對實現全年5.5%GDP增長目標的可能性？謝謝。 付凌暉：謝謝您的提問。關於中國經濟潛在增長率，很多機構和學者都進行了測算，測算結果有一定的差異。總的來看，多數結論認爲，現階段中國經濟潛在增長率大概在5%-6%之間。未來隨着中國經濟體量增大，勞動力資源環境約束增強，潛在增長率水平也會逐步降低。但是從全球範圍來看，5%-6%的潛在增長率仍然處於中高水平，特別是中國這麼大的經濟體量條件下，能保持中高水平增長是非常不容易的，也表明我國經濟增長的潛力還是比較大的。 中國仍然是世界上最大的發展中國家，雖然我國人均GDP已經突破了1萬美元，但是和發達國家4萬美元以上的人均水平相比，還有較大差距，這種差距也是中國經濟未來發展的巨大空間和潛力。需要指出的是，國際環境複雜嚴峻，疊加世紀疫情，全球化發展遭遇逆流，國內經濟結構調整轉型處於關鍵時期，我國經濟增長達到潛在水平的難度在加大。保持經濟平穩增長，仍要付出艱苦努力。今年上半年，我國經濟頂住了超預期因素衝擊保持增長，非常不容易。當前，世界經濟滯脹風險上升，外部不穩定不確定因素增加，國內需求收縮、供給衝擊、預期轉弱三重壓力猶存，實現全年經濟增長預期目標有挑戰。但也要看到，我國經濟長期向好的基本面沒有改變，經濟韌性強的特點明顯，宏觀政策調節工具豐富，推動經濟持續恢復具備較多有利條件。從下半年情況看，隨着高效統籌疫情防控和經濟社會發展，有力推進穩經濟的各項政策措施效應不斷顯現，我國經濟有望繼續回升保持在合理區間。下階段，要抓住經濟企穩回升的有利時機，按照疫情要防住，經濟要穩住，發","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/688762706","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045418791,"gmtCreate":1656641136813,"gmtModify":1676535869677,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088770777339480","authorIdStr":"4088770777339480"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045418791","repostId":"2248854592","repostType":4,"repost":{"id":"2248854592","kind":"news","pubTimestamp":1656624921,"share":"https://ttm.financial/m/news/2248854592?lang=en_US&edition=fundamental","pubTime":"2022-07-01 05:35","market":"hk","language":"zh","title":"Foreign Media Headlines | Consumer Spending Declines, Institutions Lower U.S. Economic Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2248854592","media":"环球市场播报","summary":"5年期收益率领跌，下挫逾10个基点至近3.03%。10年期国债收益率一度下跌9.3个基点，为6月10日以来首次跌破3%。俄农业部：7月1日起俄罗斯将暂时限制出口氨基酸饲料和大米当地时间6月30日，俄罗斯农业部发表声明称，从7月1日至12月31日，俄罗斯将暂时限制出口氨基酸饲料和大米。杰克逊于当地时间2月25日由美国总统拜登正式提名担任美国最高法院大法官，4月7日参议院通过对杰克逊的提名。","content":"<p><html><head></head><body><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1. Declining consumer spending stimulates sensitive nerves on Wall Street. Forecasters have lowered their U.S. economic outlook</b><b>2. The 10-year yield of U.S. bonds fell below 3%, traders expected to cut interest rates next year</b><b>3. Russian Ministry of Agriculture: Russia will temporarily restrict the export of amino acid feed and rice from July 1</b><b>4. America's first African-American woman Supreme Court justice is sworn in</b><b>5. U.S. Supreme Court rules that limiting EPA's climate powers poses a new blow to Biden</b><b>6. Russia's oil production jumped to the highest since March but still below the level before the Russia-Ukraine conflict</b><img src=\"https://static.tigerbbs.com/3c4aca949851f52bd64d4130388699db\" tg-width=\"720\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/></p><p><b>Falling Consumer Spending Stimulates Sensitive Nerves on Wall Street Forecasters Cut U.S. Economic Outlook</b></p><p>Weaker consumer spending, sluggish expectations, weak manufacturing... A series of data all show that the foundation of the US economy is becoming increasingly unstable, and institutions have lowered their growth forecasts in response.</p><p>Of particular note, inflation-adjusted personal spending fell in May for the first time of the year, and gains in the first four months were revised downward, suggesting weaker-than-expected demand earlier this year. Residential sales and manufacturing surveys also suggest things are not good.</p><p>Weak consumer spending, which contributes the most to U.S. gross domestic product, adds to the already fading outlook. The worsening expectations had pushed some optimists to caution earlier this week.<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Economists now expect GDP to grow at an annual rate of 0.3% in the second quarter, well below the 2% estimate a few days ago.</p><p>On Thursday, the Atlanta Fed's GDPNow model's forecast for second-quarter GPD plummeted to a 1% contraction, compared with a 0.3% increase earlier this week.</p><p>Data released on Wednesday showed the economy fell at an annual rate of 1.6 percent in the first three months of this year, down from previous figures, as consumer spending was sharply revised downward.</p><p><img src=\"https://static.tigerbbs.com/4ab8faf09c8ed8f096368a9c55319074\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. Treasury 10-Year Yield Drops Below 3% Traders Expect Rate Cuts Next Year</b></p><p>Treasury Bond yields fell sharply as consumer spending and inflation measures rose less than expected, and bond investors increasingly believed that the Fed's rate hike would send the economy into recession.</p><p>The 5-year yield led the decline, falling more than 10 basis points to nearly 3.03%. The 10-year Treasury Bond yield fell 9.3 basis points at one point, falling below 3% for the first time since June 10.</p><p>The bond market began a new wave of gains after Federal Reserve Chairman Powell said the risk of rate hike hurting the economy was less important than restoring price stability. Traders continue to expect a rate hike of 75 basis points in July, while trading in swap contracts tied to the Fed's policy session period shows rates will peak near 3.5% in March 2023 before falling to about 3% by year-end.</p><p>Ian Lyngen, head of US interest rate strategy at BMO Capital Markets, said that given the possibility of attracting Capital flows into the bond market at the end of the month, \"we are still bullish on the US Treasury Bond, because the market predicts that economic growth may slow down, and they are increasingly confident that the Federal Reserve will be able to curb inflation\".</p><p>The market's implied inflation expectations and nominal yields have been steadily declining over the past three weeks. Among them, the 5-year forward estimate of 5-year inflation expectations fell back to about 2.1% in February, down from 2.6% in April. The Fed is targeting an average inflation rate of 2%.</p><p><img src=\"https://static.tigerbbs.com/006b3a151f3ed0a27b573e2755347605\" tg-width=\"720\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/></p><p><b>Russian Ministry of Agriculture: Russia will temporarily restrict the export of amino acid feed and rice from July 1</b></p><p>On June 30, local time, the Russian Ministry of Agriculture issued a statement saying that from July 1 to December 31, Russia will temporarily restrict the export of amino acid feed and rice.</p><p>According to the Ministry of Agriculture, the purpose of the decision is to ensure Russia's food security, ensure the price stability of these products in Russia and support Russia's livestock and processing industries.</p><p><img src=\"https://static.tigerbbs.com/6bc617c2c6b9e859e3ee48ee5dde36d9\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p><b>America's first African-American woman Supreme Court justice sworn in</b></p><p>Ketanji Brown Jackson was sworn in as a U.S. Supreme Court justice at noon local time on June 30, replacing former U.S. Supreme Court liberal Justice Stephen Breyer.</p><p>Jackson was the first African-American woman to serve as a Supreme Court justice. Born in 1970, Jackson is relatively young for a Supreme Court justice and is expected to serve on the court for decades. Jackson was officially nominated by US President Joe Biden to serve as a justice of the US Supreme Court on February 25th local time, and the Senate approved Jackson's nomination on April 7th.</p><p>According to a statement released by the White House, Jackson has extensive experience in the legal profession, including a federal appeals court judge, a federal district court judge, a member of the U.S. Sentencing Commission, a private practice lawyer and a federal public defender.</p><p><img src=\"https://static.tigerbbs.com/283f261173612d01cbbbcca5f85f2429\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. Supreme Court rules that limiting EPA's climate powers poses a new blow to Biden</b></p><p>The deeply divided U.S. Supreme Court ruling limiting the National Environmental Protection Agency's (EPA) authority to curb greenhouse gas production from power plants joins coal mining companies and Republican-led states in dealing a blow to President Biden's planned climate change agenda.</p><p>The Supreme Court ruled 6-3 on the judicial interpretation of the American Clean Air Act, which could prevent the administration from implementing the kind of broad emissions reduction program the EPA tried to pursue when Obama was president. The move limits the tools available to the agency at a time when evidence mounts that climate change is causing sea-level rise and more extreme weather patterns. The ruling could have broad implications and affect other regulators.</p><p>The ruling raises new doubts about whether Biden can meet his pledges to cut emissions. Biden has promised to cut America's emissions in half by 2030 and create a carbon-free grid by 2035. According to multiple analyses, the aforementioned goals would not be possible without regulations to curb greenhouse gases from oil wells, cars and power plants, as well as tax incentives designed to stimulate clean energy.</p><p><img src=\"https://static.tigerbbs.com/6092532e2e505c2ba6022b89d8f45844\" tg-width=\"720\" tg-height=\"380\" referrerpolicy=\"no-referrer\"/></p><p><b>Russian oil production jumps to highest since March but remains below pre-Russia-Ukraine conflict levels</b></p><p>Russian oil producers have this month lifted production to the highest level since March, according to a calculation of data from CDU-TEK, a unit of the Russian Energy Ministry.</p><p>The average daily output for the first 29 days of June was 10.71 million barrels, 4.7% higher than in May but still below pre-Russia-Ukraine levels.</p><p>Deputy Prime Minister Alexander Novak said, \"We are confident that we will ensure that production returns in the summer\".</p><p>As one of the world's top three oil producers, oil watchers around the world are keeping a close eye on Russia's production trends. After the outbreak of the Russia-Ukraine conflict, the disruption of the energy industry triggered by the early days of sanctions against Russia has caused crude oil prices to rise by 50% this year, rising inflation and threatening a global recession.</p><p></body></html></p>","source":"sina_symbol","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>Foreign Media Headlines | Consumer Spending Declines, Institutions Lower U.S. Economic Outlook</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign Media Headlines | Consumer Spending Declines, Institutions Lower U.S. Economic Outlook\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2022-07-01 05:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1. Declining consumer spending stimulates sensitive nerves on Wall Street. Forecasters have lowered their U.S. economic outlook</b><b>2. The 10-year yield of U.S. bonds fell below 3%, traders expected to cut interest rates next year</b><b>3. Russian Ministry of Agriculture: Russia will temporarily restrict the export of amino acid feed and rice from July 1</b><b>4. America's first African-American woman Supreme Court justice is sworn in</b><b>5. U.S. Supreme Court rules that limiting EPA's climate powers poses a new blow to Biden</b><b>6. Russia's oil production jumped to the highest since March but still below the level before the Russia-Ukraine conflict</b><img src=\"https://static.tigerbbs.com/3c4aca949851f52bd64d4130388699db\" tg-width=\"720\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/></p><p><b>Falling Consumer Spending Stimulates Sensitive Nerves on Wall Street Forecasters Cut U.S. Economic Outlook</b></p><p>Weaker consumer spending, sluggish expectations, weak manufacturing... A series of data all show that the foundation of the US economy is becoming increasingly unstable, and institutions have lowered their growth forecasts in response.</p><p>Of particular note, inflation-adjusted personal spending fell in May for the first time of the year, and gains in the first four months were revised downward, suggesting weaker-than-expected demand earlier this year. Residential sales and manufacturing surveys also suggest things are not good.</p><p>Weak consumer spending, which contributes the most to U.S. gross domestic product, adds to the already fading outlook. The worsening expectations had pushed some optimists to caution earlier this week.<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Economists now expect GDP to grow at an annual rate of 0.3% in the second quarter, well below the 2% estimate a few days ago.</p><p>On Thursday, the Atlanta Fed's GDPNow model's forecast for second-quarter GPD plummeted to a 1% contraction, compared with a 0.3% increase earlier this week.</p><p>Data released on Wednesday showed the economy fell at an annual rate of 1.6 percent in the first three months of this year, down from previous figures, as consumer spending was sharply revised downward.</p><p><img src=\"https://static.tigerbbs.com/4ab8faf09c8ed8f096368a9c55319074\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. Treasury 10-Year Yield Drops Below 3% Traders Expect Rate Cuts Next Year</b></p><p>Treasury Bond yields fell sharply as consumer spending and inflation measures rose less than expected, and bond investors increasingly believed that the Fed's rate hike would send the economy into recession.</p><p>The 5-year yield led the decline, falling more than 10 basis points to nearly 3.03%. The 10-year Treasury Bond yield fell 9.3 basis points at one point, falling below 3% for the first time since June 10.</p><p>The bond market began a new wave of gains after Federal Reserve Chairman Powell said the risk of rate hike hurting the economy was less important than restoring price stability. Traders continue to expect a rate hike of 75 basis points in July, while trading in swap contracts tied to the Fed's policy session period shows rates will peak near 3.5% in March 2023 before falling to about 3% by year-end.</p><p>Ian Lyngen, head of US interest rate strategy at BMO Capital Markets, said that given the possibility of attracting Capital flows into the bond market at the end of the month, \"we are still bullish on the US Treasury Bond, because the market predicts that economic growth may slow down, and they are increasingly confident that the Federal Reserve will be able to curb inflation\".</p><p>The market's implied inflation expectations and nominal yields have been steadily declining over the past three weeks. Among them, the 5-year forward estimate of 5-year inflation expectations fell back to about 2.1% in February, down from 2.6% in April. The Fed is targeting an average inflation rate of 2%.</p><p><img src=\"https://static.tigerbbs.com/006b3a151f3ed0a27b573e2755347605\" tg-width=\"720\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/></p><p><b>Russian Ministry of Agriculture: Russia will temporarily restrict the export of amino acid feed and rice from July 1</b></p><p>On June 30, local time, the Russian Ministry of Agriculture issued a statement saying that from July 1 to December 31, Russia will temporarily restrict the export of amino acid feed and rice.</p><p>According to the Ministry of Agriculture, the purpose of the decision is to ensure Russia's food security, ensure the price stability of these products in Russia and support Russia's livestock and processing industries.</p><p><img src=\"https://static.tigerbbs.com/6bc617c2c6b9e859e3ee48ee5dde36d9\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p><b>America's first African-American woman Supreme Court justice sworn in</b></p><p>Ketanji Brown Jackson was sworn in as a U.S. Supreme Court justice at noon local time on June 30, replacing former U.S. Supreme Court liberal Justice Stephen Breyer.</p><p>Jackson was the first African-American woman to serve as a Supreme Court justice. Born in 1970, Jackson is relatively young for a Supreme Court justice and is expected to serve on the court for decades. Jackson was officially nominated by US President Joe Biden to serve as a justice of the US Supreme Court on February 25th local time, and the Senate approved Jackson's nomination on April 7th.</p><p>According to a statement released by the White House, Jackson has extensive experience in the legal profession, including a federal appeals court judge, a federal district court judge, a member of the U.S. Sentencing Commission, a private practice lawyer and a federal public defender.</p><p><img src=\"https://static.tigerbbs.com/283f261173612d01cbbbcca5f85f2429\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. Supreme Court rules that limiting EPA's climate powers poses a new blow to Biden</b></p><p>The deeply divided U.S. Supreme Court ruling limiting the National Environmental Protection Agency's (EPA) authority to curb greenhouse gas production from power plants joins coal mining companies and Republican-led states in dealing a blow to President Biden's planned climate change agenda.</p><p>The Supreme Court ruled 6-3 on the judicial interpretation of the American Clean Air Act, which could prevent the administration from implementing the kind of broad emissions reduction program the EPA tried to pursue when Obama was president. The move limits the tools available to the agency at a time when evidence mounts that climate change is causing sea-level rise and more extreme weather patterns. The ruling could have broad implications and affect other regulators.</p><p>The ruling raises new doubts about whether Biden can meet his pledges to cut emissions. Biden has promised to cut America's emissions in half by 2030 and create a carbon-free grid by 2035. According to multiple analyses, the aforementioned goals would not be possible without regulations to curb greenhouse gases from oil wells, cars and power plants, as well as tax incentives designed to stimulate clean energy.</p><p><img src=\"https://static.tigerbbs.com/6092532e2e505c2ba6022b89d8f45844\" tg-width=\"720\" tg-height=\"380\" referrerpolicy=\"no-referrer\"/></p><p><b>Russian oil production jumps to highest since March but remains below pre-Russia-Ukraine conflict levels</b></p><p>Russian oil producers have this month lifted production to the highest level since March, according to a calculation of data from CDU-TEK, a unit of the Russian Energy Ministry.</p><p>The average daily output for the first 29 days of June was 10.71 million barrels, 4.7% higher than in May but still below pre-Russia-Ukraine levels.</p><p>Deputy Prime Minister Alexander Novak said, \"We are confident that we will ensure that production returns in the summer\".</p><p>As one of the world's top three oil producers, oil watchers around the world are keeping a close eye on Russia's production trends. After the outbreak of the Russia-Ukraine conflict, the disruption of the energy industry triggered by the early days of sanctions against Russia has caused crude oil prices to rise by 50% this year, rising inflation and threatening a global recession.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-07-01/doc-imizmscu9584006.shtml\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3c4aca949851f52bd64d4130388699db","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-07-01/doc-imizmscu9584006.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248854592","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、消费者支出下降刺激华尔街敏感神经 预测机构纷纷下调美国经济展望2、美债10年期收益率跌破3% 交易员料明年将降息3、俄农业部：7月1日起俄罗斯将暂时限制出口氨基酸饲料和大米4、美国首位非裔女性最高法院大法官宣誓就职5、美国最高法院裁定限制环保局的气候权力 对拜登构成新的打击6、俄罗斯产油量跃升至3月以来最高 但仍低于俄乌冲突前水平消费者支出下降刺激华尔街敏感神经 预测机构纷纷下调美国经济展望消费者支出走弱、预期低迷、制造业疲软……一系列的数据都表明美国经济根基愈发不稳，机构则应声下调了增长预期。尤为值得注意的是，经通胀调整后的个人支出5月份出现年内首次下降，而且前四个月的涨幅均被下修，表明今年早些时候的需求弱于预期。住宅销售和制造业调查也表明情况不妙。对美国国内生产总值贡献最大的消费者支出疲软令已经转淡的前景雪上加霜。预期的恶化本周早些时候已推动一些乐观者转为谨慎。摩根士丹利经济学家现在预计第二季GDP折合年率增长0.3%，远低于几天前2%的预估。周四，亚特兰大联储GDPNow模型对第二季GPD的预测猛降至萎缩1%，而本周早些时候还是增长0.3%。周三公布的数据显示经济今年前三个月折合年率下降1.6%，低于之前公布的数据，因为消费者支出遭大幅下修。美债10年期收益率跌破3% 交易员料明年将降息美国国债收益率大幅下跌，因消费者支出和通胀指标升幅低于预期，债市投资者愈发认为美联储的加息会导致经济陷入衰退。5年期收益率领跌，下挫逾10个基点至近3.03%。10年期国债收益率一度下跌9.3个基点，为6月10日以来首次跌破3%。在美联储主席鲍威尔表示加息对经济造成伤害的风险不如恢复物价稳定重要后，债市开始了新一波的上涨。交易员继续预计7月将加息75个基点，而与美联储政策会期挂钩的互换合约交易显示，利率将在2023年3月达到接近3.5%的峰值，然后在年底前降至约3%。BMO Capital Markets美国利率策略主管Ian Lyngen表示，鉴于月末可能吸引资金流入债券市场，“我们仍看好美国国债，因为市场预测经济增速可能放缓，他们越来越相信美联储将能够遏制住通胀”。过去三周，市场隐含的通胀预期与名义收益率一直在稳步下降。其中，5年期通胀预期的5年远期预估回落至2月份时的2.1%左右，低于4月时的2.6%。美联储的目标是平均通胀率为2%。俄农业部：7月1日起俄罗斯将暂时限制出口氨基酸饲料和大米当地时间6月30日，俄罗斯农业部发表声明称，从7月1日至12月31日，俄罗斯将暂时限制出口氨基酸饲料和大米。俄农业部表示，该决定目的为确保俄罗斯粮食安全，保证俄罗斯国内这些产品的价格稳定以及支持俄罗斯畜牧业和加工行业。美国首位非裔女性最高法院大法官宣誓就职凯坦吉·布朗·杰克逊（Ketanji Brown Jackson）于当地时间6月30日中午宣誓就任美国最高法院大法官，接替前美国最高法院自由派大法官斯蒂芬·布雷耶。杰克逊是担任最高法院大法官的第一位非裔女性。杰克逊生于1970年，对于最高法院大法官来说相对年轻，预计可以在最高法院服务数十年。杰克逊于当地时间2月25日由美国总统拜登正式提名担任美国最高法院大法官，4月7日参议院通过对杰克逊的提名。根据白宫曾发布的声明，杰克逊在法律界有着丰富的经验，她的职业履历包括联邦上诉法院法官、联邦地区法院法官、美国量刑委员会成员、私人执业律师和联邦公设辩护人等。美国最高法院裁定限制环保局的气候权力 对拜登构成新的打击存在严重分歧的美国最高法院裁定限制美国国家环境保护局（EPA）遏制发电厂产生温室气体的权力，其与煤矿公司和共和党领导的州一道，对总统拜登的气候变化议程计划造成打击。最高法院以6比3裁定关于《美国清洁空气法》的司法解释，这可能会阻止政府实施EPA在奥巴马任总统时试图推行的那种广泛的减排计划。越来越多证据表明气候变化正在导致海平面上升和更极端的天气模式之际，此举限制了该机构可以使用的工具。这一裁决可能产生广泛影响，并影响其他监管机构。该裁决令人对拜登能否实现其减排承诺产生新的怀疑。拜登曾承诺到2030年把美国的排放量减少一半，到2035年建立无碳电网。根据多项分析，如果没有法规来抑制油井、汽车和电厂产生的温室气体，以及旨在刺激清洁能源的税收优惠政策，就不可能实现上述目标。俄罗斯产油量跃升至3月以来最高 但仍低于俄乌冲突前水平据对俄罗斯能源部下属CDU-TEK数据的计算，俄罗斯石油生产商本月已将产量提升至3月以来的最高水平。6月头29天的日均产量为1071万桶，比5月份高出4.7%，但仍低于俄乌冲突前的水平。副总理亚历山大·诺瓦克表示，“我们相信，我们将确保产量在夏季恢复”。作为全球三大产油国之一，世界各地的石油观察人士都在密切关注俄罗斯的产量趋势。俄乌冲突爆发之后，对俄制裁初期引发的能源行业中断导致原油价格今年上涨了50%，通胀升高并威胁到全球经济衰退。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045976564,"gmtCreate":1656554901058,"gmtModify":1676535853016,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088770777339480","authorIdStr":"4088770777339480"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045976564","repostId":"681093697","repostType":1,"repost":{"id":681093697,"gmtCreate":1656553080000,"gmtModify":1676533283186,"author":{"id":"3579560926082632","authorId":"3579560926082632","name":"投资界","avatar":"https://static.tigerbbs.com/6a09632062f91283b4308e641ec08979","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579560926082632","authorIdStr":"3579560926082632"},"themes":[],"title":"恩力動力獲超2000萬美金A+輪投資，紅杉中國和日初資本共同領投","htmlText":"投資界6月30日消息，固態電池創新企業恩力動力科技有限公司（包括Enpower在中國、日本、美國的固態電池公司，以下簡稱“恩力動力”）宣佈完成超2000萬美金A+輪融資。本輪融資由紅杉中國和日初資本共同領投，廣汽資本、博潤資本、天啓資本、紐勵資本跟投；勢能資本連續兩輪擔任獨家財務顧問。 這是恩力動力繼今年初A輪過億元融資後，爲加速其固態電池產業化而完成的又一輪融資，資金將主要用於產品迭代、市場拓展以及產線建設。 恩力動力是一家專注鋰金屬電池、固態電池等新一代電池及其核心材料研發和產業化的創新型企業，在中國、美國、日本三地設有研發和製造中心。恩力動力擁有由中 美日15位博士和數十名碩士等專業人才組成的、在電池和高科技產品行業積累了豐富的研發及產業經驗的國際化團隊。憑藉多年研發積累的關鍵材料核心技術，以及獨特差異化的固態電池技術路線，恩力在提升電池能量密度的同時，解決鋰電池安全性方面的歷史性難題，併力圖在國內營造完善的固態電池產業鏈。 據介紹，恩力動力已經在鋰金屬負極保護與負極材料改性、硫化物固態電解質材料的合成工藝以及材料成膜技術、固態電解質材料和鋰金屬負極/正極材料的界面包覆等方面，完成了從實驗室研發到中試產業化的實施階段，離商業化應用越來越近。 目前，恩力動力已成功製造出1.2Ah/3.6Ah/10Ah級軟包型和多種圓柱型混合鋰金屬電芯，能量密度高達520 Wh/kg、體積能量密度1100 Wh/L。其硫化物固態電解質的鋰金屬負極全固態原型電池可實現1000次以上滿充放電循環（容量保持率&gt;80%）；該電池擁有10C的充放電性能以及-40到+100攝氏度的工作溫域。 恩力以對電池能量密度高度敏感的高端無人機市場爲切入點，並通過工藝迭代、拓展產品系列並與車企合作開發，正向動力電池市場挺進。繼2020年爲軟銀集團的平流層超高空無人機和通信無人機合作開發高能量密度固態電池以","listText":"投資界6月30日消息，固態電池創新企業恩力動力科技有限公司（包括Enpower在中國、日本、美國的固態電池公司，以下簡稱“恩力動力”）宣佈完成超2000萬美金A+輪融資。本輪融資由紅杉中國和日初資本共同領投，廣汽資本、博潤資本、天啓資本、紐勵資本跟投；勢能資本連續兩輪擔任獨家財務顧問。 這是恩力動力繼今年初A輪過億元融資後，爲加速其固態電池產業化而完成的又一輪融資，資金將主要用於產品迭代、市場拓展以及產線建設。 恩力動力是一家專注鋰金屬電池、固態電池等新一代電池及其核心材料研發和產業化的創新型企業，在中國、美國、日本三地設有研發和製造中心。恩力動力擁有由中 美日15位博士和數十名碩士等專業人才組成的、在電池和高科技產品行業積累了豐富的研發及產業經驗的國際化團隊。憑藉多年研發積累的關鍵材料核心技術，以及獨特差異化的固態電池技術路線，恩力在提升電池能量密度的同時，解決鋰電池安全性方面的歷史性難題，併力圖在國內營造完善的固態電池產業鏈。 據介紹，恩力動力已經在鋰金屬負極保護與負極材料改性、硫化物固態電解質材料的合成工藝以及材料成膜技術、固態電解質材料和鋰金屬負極/正極材料的界面包覆等方面，完成了從實驗室研發到中試產業化的實施階段，離商業化應用越來越近。 目前，恩力動力已成功製造出1.2Ah/3.6Ah/10Ah級軟包型和多種圓柱型混合鋰金屬電芯，能量密度高達520 Wh/kg、體積能量密度1100 Wh/L。其硫化物固態電解質的鋰金屬負極全固態原型電池可實現1000次以上滿充放電循環（容量保持率&gt;80%）；該電池擁有10C的充放電性能以及-40到+100攝氏度的工作溫域。 恩力以對電池能量密度高度敏感的高端無人機市場爲切入點，並通過工藝迭代、拓展產品系列並與車企合作開發，正向動力電池市場挺進。繼2020年爲軟銀集團的平流層超高空無人機和通信無人機合作開發高能量密度固態電池以","text":"投資界6月30日消息，固態電池創新企業恩力動力科技有限公司（包括Enpower在中國、日本、美國的固態電池公司，以下簡稱“恩力動力”）宣佈完成超2000萬美金A+輪融資。本輪融資由紅杉中國和日初資本共同領投，廣汽資本、博潤資本、天啓資本、紐勵資本跟投；勢能資本連續兩輪擔任獨家財務顧問。 這是恩力動力繼今年初A輪過億元融資後，爲加速其固態電池產業化而完成的又一輪融資，資金將主要用於產品迭代、市場拓展以及產線建設。 恩力動力是一家專注鋰金屬電池、固態電池等新一代電池及其核心材料研發和產業化的創新型企業，在中國、美國、日本三地設有研發和製造中心。恩力動力擁有由中 美日15位博士和數十名碩士等專業人才組成的、在電池和高科技產品行業積累了豐富的研發及產業經驗的國際化團隊。憑藉多年研發積累的關鍵材料核心技術，以及獨特差異化的固態電池技術路線，恩力在提升電池能量密度的同時，解決鋰電池安全性方面的歷史性難題，併力圖在國內營造完善的固態電池產業鏈。 據介紹，恩力動力已經在鋰金屬負極保護與負極材料改性、硫化物固態電解質材料的合成工藝以及材料成膜技術、固態電解質材料和鋰金屬負極/正極材料的界面包覆等方面，完成了從實驗室研發到中試產業化的實施階段，離商業化應用越來越近。 目前，恩力動力已成功製造出1.2Ah/3.6Ah/10Ah級軟包型和多種圓柱型混合鋰金屬電芯，能量密度高達520 Wh/kg、體積能量密度1100 Wh/L。其硫化物固態電解質的鋰金屬負極全固態原型電池可實現1000次以上滿充放電循環（容量保持率>80%）；該電池擁有10C的充放電性能以及-40到+100攝氏度的工作溫域。 恩力以對電池能量密度高度敏感的高端無人機市場爲切入點，並通過工藝迭代、拓展產品系列並與車企合作開發，正向動力電池市場挺進。繼2020年爲軟銀集團的平流層超高空無人機和通信無人機合作開發高能量密度固態電池以","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/681093697","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057217205,"gmtCreate":1655517735407,"gmtModify":1676535655343,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088770777339480","authorIdStr":"4088770777339480"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057217205","repostId":"9057238396","repostType":1,"repost":{"id":9057238396,"gmtCreate":1655516702915,"gmtModify":1676535654990,"author":{"id":"4088132600964930","authorId":"4088132600964930","name":"Hiiping","avatar":"https://static.tigerbbs.com/7626fdd1e6cfb2986eb0c16a2c25b9f7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088132600964930","authorIdStr":"4088132600964930"},"themes":[],"htmlText":"摘要：①美股週五收盤漲跌不一，道指跌0.13%，納指漲1.43%；②美聯儲最鷹派言論出爐！對恢復價格穩定的承諾是“無條件的”；③糧食危機雪上加霜，俄羅斯化肥生產商出口量削減近三成；④全球央行掀起80年代以來最鷹派行動，股市邁向兩年最大周跌幅。","listText":"摘要：①美股週五收盤漲跌不一，道指跌0.13%，納指漲1.43%；②美聯儲最鷹派言論出爐！對恢復價格穩定的承諾是“無條件的”；③糧食危機雪上加霜，俄羅斯化肥生產商出口量削減近三成；④全球央行掀起80年代以來最鷹派行動，股市邁向兩年最大周跌幅。","text":"摘要：①美股週五收盤漲跌不一，道指跌0.13%，納指漲1.43%；②美聯儲最鷹派言論出爐！對恢復價格穩定的承諾是“無條件的”；③糧食危機雪上加霜，俄羅斯化肥生產商出口量削減近三成；④全球央行掀起80年代以來最鷹派行動，股市邁向兩年最大周跌幅。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057238396","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054361024,"gmtCreate":1655344290068,"gmtModify":1676535618801,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088770777339480","authorIdStr":"4088770777339480"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054361024","repostId":"2243922860","repostType":4,"repost":{"id":"2243922860","kind":"highlight","pubTimestamp":1655344208,"share":"https://ttm.financial/m/news/2243922860?lang=en_US&edition=fundamental","pubTime":"2022-06-16 09:50","market":"us","language":"zh","title":"Barclays: The Fed will only rate hike 50 basis points in July","url":"https://stock-news.laohu8.com/highlight/detail?id=2243922860","media":"华尔街见闻","summary":"在市场普遍预期美联储在6月加息50个基点的时候，巴克莱利率策略师Jonathan Millar和 Ajay Rajadhyaksha率先喊出了加息75个基点的预测。事实证明，巴克莱是对的。当地时间周三","content":"<p><html><head></head><body>Barclays rate strategists Jonathan Millar and Ajay Rajadhyaksha were the first to shout out a 75 basis point forecast for rate hike at a time when the market was widely expecting the Fed to raise interest rates by 50 basis points in June.</p><p>As it turns out, Barclays was right. On Wednesday local time, the Federal Reserve rate hike 75 basis points as scheduled, which is the largest single rate hike of the Federal Reserve since November 1994 when Volcker took charge of the Federal Reserve.</p><p>However, the Fed officially announced that the two strategists preempted to make \"<b>The Fed will restore rate hike to 50 basis points in July</b>\"Forecasts, citing signs of a slowdown in consumer and housing markets.</p><p><b>The first is the consumer side.</b>Barclays believes that although the consumer side has supported the US economy throughout the past year, households will eventually respond to high inflation and negative real wage growth.</p><p>Barclays' high-frequency credit card data shows that the pace of spending on both goods and services has slowed over the past four to six weeks, and comes from both high-end and low-end consumers.</p><p>In addition, the just-released retail sales data shows that retail sales in the United States fell by 0.3% month-on-month in May, and consumer confidence at the University of Michigan last week reached a record low, all of which indicate that the situation on the consumer side is very bad. In addition, some retailers said that excess inventory indicates that demand is falling.</p><p>So consumption is likely to slow down in the second quarter.</p><p><b>Followed by real estate.</b>Although the current housing market in the United States has not slowed down, the economic activity associated with it has begun to cool.</p><p>From January to April, for example, existing home sales fell 13% and new home sales fell nearly 30%, which Barclays doesn't think is because mortgage rates have risen sharply. Loans are typically locked in two months before closing, meaning the recent 150-200 basis point increase in mortgage rates has not impacted home sales. Barclays predicts that home sales will not bottom out until later this year.</p><p>Plus, a peak in rent inflation could be on the horizon. Rental platform<a href=\"https://laohu8.com/S/Z\">Zillow</a>And REIS, among others, had already peaked in the fourth quarter of last year, which Barclays believes reflects a two-to three-quarter delay in CPI data. However, it still indicates that inflationary pressures on rents are about to ease.</p><p>At the end of the report, Barclays said:</p><p>Declaring 75 basis points in rate hike is a powerful move. The Fed made one. Given what we're seeing in terms of the economy and housing, we don't think it needs to be done again. We think it will restore rate hike by 50 basis points in July. \" It is worth mentioning that at that time, the market's expectation was that the Fed would rate hike 75 basis points again in July. The U.S. federal funds rate swap swap was trading at 140 basis points on July/September, indicating that traders expect the FOMC to rate hike 75 basis points again in July.</p><p>The market expects that the Federal Reserve will rate hike another 75 basis points at the interest rate meeting in July, and the probability of 75 basis points in rate hike at the interest rate meeting in September is 40%.</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>Barclays: The Fed will only rate hike 50 basis points in July</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\">\nBarclays: The Fed will only rate hike 50 basis points in July\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\">2022-06-16 09:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Barclays rate strategists Jonathan Millar and Ajay Rajadhyaksha were the first to shout out a 75 basis point forecast for rate hike at a time when the market was widely expecting the Fed to raise interest rates by 50 basis points in June.</p><p>As it turns out, Barclays was right. On Wednesday local time, the Federal Reserve rate hike 75 basis points as scheduled, which is the largest single rate hike of the Federal Reserve since November 1994 when Volcker took charge of the Federal Reserve.</p><p>However, the Fed officially announced that the two strategists preempted to make \"<b>The Fed will restore rate hike to 50 basis points in July</b>\"Forecasts, citing signs of a slowdown in consumer and housing markets.</p><p><b>The first is the consumer side.</b>Barclays believes that although the consumer side has supported the US economy throughout the past year, households will eventually respond to high inflation and negative real wage growth.</p><p>Barclays' high-frequency credit card data shows that the pace of spending on both goods and services has slowed over the past four to six weeks, and comes from both high-end and low-end consumers.</p><p>In addition, the just-released retail sales data shows that retail sales in the United States fell by 0.3% month-on-month in May, and consumer confidence at the University of Michigan last week reached a record low, all of which indicate that the situation on the consumer side is very bad. In addition, some retailers said that excess inventory indicates that demand is falling.</p><p>So consumption is likely to slow down in the second quarter.</p><p><b>Followed by real estate.</b>Although the current housing market in the United States has not slowed down, the economic activity associated with it has begun to cool.</p><p>From January to April, for example, existing home sales fell 13% and new home sales fell nearly 30%, which Barclays doesn't think is because mortgage rates have risen sharply. Loans are typically locked in two months before closing, meaning the recent 150-200 basis point increase in mortgage rates has not impacted home sales. Barclays predicts that home sales will not bottom out until later this year.</p><p>Plus, a peak in rent inflation could be on the horizon. Rental platform<a href=\"https://laohu8.com/S/Z\">Zillow</a>And REIS, among others, had already peaked in the fourth quarter of last year, which Barclays believes reflects a two-to three-quarter delay in CPI data. However, it still indicates that inflationary pressures on rents are about to ease.</p><p>At the end of the report, Barclays said:</p><p>Declaring 75 basis points in rate hike is a powerful move. The Fed made one. Given what we're seeing in terms of the economy and housing, we don't think it needs to be done again. We think it will restore rate hike by 50 basis points in July. \" It is worth mentioning that at that time, the market's expectation was that the Fed would rate hike 75 basis points again in July. The U.S. federal funds rate swap swap was trading at 140 basis points on July/September, indicating that traders expect the FOMC to rate hike 75 basis points again in July.</p><p>The market expects that the Federal Reserve will rate hike another 75 basis points at the interest rate meeting in July, and the probability of 75 basis points in rate hike at the interest rate meeting in September is 40%.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3662128\">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/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SDOW":"三倍做空道指30ETF-ProShares","BK4534":"瑞士信贷持仓","IVV":"标普500ETF-iShares",".DJI":"道琼斯","SDS":"两倍做空标普500 ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares",".IXIC":"NASDAQ Composite","UDOW":"三倍做多道指30ETF-ProShares",".SPX":"S&P 500 Index","BK4504":"桥水持仓","BK4559":"巴菲特持仓","PSQ":"做空纳斯达克100指数ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","BK4550":"红杉资本持仓","QID":"两倍做空纳斯达克指数ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF","DJX":"1/100道琼斯","BK4581":"高盛持仓","SH":"做空标普500-Proshares","OEX":"标普100","OEF":"标普100指数ETF-iShares","QQQ":"纳指100ETF","DOG":"道指ETF-ProShares做空"},"source_url":"https://wallstreetcn.com/articles/3662128","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243922860","content_text":"在市场普遍预期美联储在6月加息50个基点的时候，巴克莱利率策略师Jonathan Millar和 Ajay Rajadhyaksha率先喊出了加息75个基点的预测。事实证明，巴克莱是对的。当地时间周三，美联储如期加息75个基点，这是沃尔克执掌美联储时1994年11月以来联储最大的单次加息幅度。然而，美联储前脚官宣，两位策略师后脚又抢先做出“美联储将在7月恢复加息50个基点”的预测，理由是消费和房地产市场正在出现放缓的迹象。首先是消费端。巴克莱认为，虽然消费端在过去一整年都在支撑美国经济，但是家庭最终会对高通胀和实际工资负增长做出反应。巴克莱的高频信用卡数据显示，过去4至6周，商品和服务的支出步伐均有所放缓，并且来自高端和低端消费者。此外，刚刚公布的零售销售数据显示，美国5月零售销售环比下跌0.3%，上周的密歇根大学消费者信心更是创历史最低，这均表明消费端的情况大为不妙。另外，有零售商表示库存过剩说明需求正在回落。因此第二季度消费很可能会放缓。其次是房地产。虽然美国当前的房地产市场增长尚未放缓，但是与其相关的经济活动已经开始降温。比如，从1月到4月，成屋销售下降了13%，新屋销售下降了近30%，巴克莱认为这并不是因为抵押贷款利率大幅上涨。贷款通常在交易结束前两个月被锁定，这意味着抵押贷款利率最近上涨150-200个基点并未影响房屋销售。巴克莱预测，房屋销售要在今年晚些时候才能触底。另外，租金通胀的高峰可能即将到来。租房平台Zillow和 REIS等的房租已经在去年第四季度达到顶峰，巴克莱认为这反应到CPI数据上会存在两到三个季度的延迟。不过，这仍表明租金通胀压力即将缓解。巴克莱在报告结尾中表示：宣布加息75个基点是一个强有力的举措。美联储做了一个。鉴于我们在经济和住房方面看到的情况，我们认为它不需要再做一次。我们认为它在7月会恢复加息50个基点。”值得一提的是，彼时市场的预期是美联储将在7月再次加息75基点。美国联邦基金利率掉期互换7/9月报140个基点，表明交易员预计FOMC将在7月份再次加息75个基点。市场预计，美联储将在7月的议息会议上会再加息75个基点，9月的议息会议上，加息75个基点的概率为40%。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,".IXIC":1,"QLD":0.6,".SPX":0.6,"MNQmain":0.6,"SDOW":0.6,"QID":0.6,"TQQQ":0.6,".DJI":1,"SDS":0.6,"SQQQ":0.6,"QQQ":0.6,"SPXU":0.6,"DJX":0.6,"UPRO":0.6,"DDM":0.6,"UDOW":0.6,"DXD":0.6,"NQmain":0.6,"IVV":0.6,"OEX":0.6,"PSQ":0.6,"OEF":0.6,"DOG":0.6,"SSO":0.6,"SH":0.6,"ESmain":0.6,"SPY":1}},"isVote":1,"tweetType":1,"viewCount":1485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059192798,"gmtCreate":1654308735714,"gmtModify":1676535429299,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4088770777339480","authorIdStr":"4088770777339480"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059192798","repostId":"614061443","repostType":1,"repost":{"id":614061443,"gmtCreate":1653292055282,"gmtModify":1676533137017,"author":{"id":"3577407407190714","authorId":"3577407407190714","name":"博望财经","avatar":"https://static.tigerbbs.com/2a3cdc75c3812f3de7b7e00511a0620d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577407407190714","authorIdStr":"3577407407190714"},"themes":[],"title":"抗新冠奇藥“千金藤素”真假背後，誰在炒作，誰在“割韭菜”？","htmlText":"文|恆心來源|博望財經在新冠疫情肆虐下的3年，焦慮、緊張以及恐懼籠罩着每一個人，因此迫切需要“救世主”來拯救。正是抓住了大衆這種心理，在經歷了雙黃連、醫用口罩、疫苗等相繼爆火後，如今一款名爲“千金藤素”的新藥又掀起了一股“妖風”，“千金藤素”概念股瞬間火爆。可謂沾邊必漲，並且這種漲並非小打小鬧，而是直拉漲停板。當然，潮水退去後，才知道誰在裸泳。在上市公司接連澄清下，對於“千金藤素”的炒作也迅速降溫。迴歸理性後，讓我們重新認識一下“千金藤素”以及客觀分析治療效果、研發進度，實際距離人們“理想”的效果還有多遠要走？另值得注意的是，一家有望成爲“國產抗新冠”的藥企隨着臨牀試驗進入收尾階段而備受資本市場關注，雖目前經歷短暫陣痛期，不受投資者“待見”，但或是真正的“黑馬”。01火與不火中間似乎僅隔着“炒作”“千金藤素”之所以近期賺足了資本眼球，成爲“網紅”詞彙，並一度衝上網絡熱搜，主要源於一則媒體消息。據科技日報報道，5月10日北京化工大學生命科學與技術學院院長童貽剛等科學家發現的新冠治療新藥獲得國家發明專利授權。據瞭解，童貽剛團隊的發明專利名稱爲《穿山甲冠狀病毒xCoV及其應用和藥物抗冠狀病毒感染的應用》，並據專利說明書顯示，發明人從海關查獲的死亡穿山甲中分離並培養出一株新的冠狀病毒xCoV，稱爲穿山甲冠狀病毒xCoV，其全基因組序列分析結果顯示與SARS-COV-2（新型冠狀病毒）的S蛋白同源性達92.5%，是迄今爲止成功分離培養的與後者同源性最高的病毒。基於該篩選模型，選出了千金藤素等抗新冠病毒的活性藥物。同時，專利說明書還顯示，10uM（微摩爾/升）的千金藤素抑制冠狀病毒複製的倍數爲15393倍。簡單理解爲，只需要10微摩爾/升的千金藤素藥物，就可以將15393個病毒消滅得只剩下一個。對此，童貽剛教授表示，“從目前的研究數據看，該藥物抑制新冠病毒的能力，在所有人類發現的新冠病","listText":"文|恆心來源|博望財經在新冠疫情肆虐下的3年，焦慮、緊張以及恐懼籠罩着每一個人，因此迫切需要“救世主”來拯救。正是抓住了大衆這種心理，在經歷了雙黃連、醫用口罩、疫苗等相繼爆火後，如今一款名爲“千金藤素”的新藥又掀起了一股“妖風”，“千金藤素”概念股瞬間火爆。可謂沾邊必漲，並且這種漲並非小打小鬧，而是直拉漲停板。當然，潮水退去後，才知道誰在裸泳。在上市公司接連澄清下，對於“千金藤素”的炒作也迅速降溫。迴歸理性後，讓我們重新認識一下“千金藤素”以及客觀分析治療效果、研發進度，實際距離人們“理想”的效果還有多遠要走？另值得注意的是，一家有望成爲“國產抗新冠”的藥企隨着臨牀試驗進入收尾階段而備受資本市場關注，雖目前經歷短暫陣痛期，不受投資者“待見”，但或是真正的“黑馬”。01火與不火中間似乎僅隔着“炒作”“千金藤素”之所以近期賺足了資本眼球，成爲“網紅”詞彙，並一度衝上網絡熱搜，主要源於一則媒體消息。據科技日報報道，5月10日北京化工大學生命科學與技術學院院長童貽剛等科學家發現的新冠治療新藥獲得國家發明專利授權。據瞭解，童貽剛團隊的發明專利名稱爲《穿山甲冠狀病毒xCoV及其應用和藥物抗冠狀病毒感染的應用》，並據專利說明書顯示，發明人從海關查獲的死亡穿山甲中分離並培養出一株新的冠狀病毒xCoV，稱爲穿山甲冠狀病毒xCoV，其全基因組序列分析結果顯示與SARS-COV-2（新型冠狀病毒）的S蛋白同源性達92.5%，是迄今爲止成功分離培養的與後者同源性最高的病毒。基於該篩選模型，選出了千金藤素等抗新冠病毒的活性藥物。同時，專利說明書還顯示，10uM（微摩爾/升）的千金藤素抑制冠狀病毒複製的倍數爲15393倍。簡單理解爲，只需要10微摩爾/升的千金藤素藥物，就可以將15393個病毒消滅得只剩下一個。對此，童貽剛教授表示，“從目前的研究數據看，該藥物抑制新冠病毒的能力，在所有人類發現的新冠病","text":"文|恆心來源|博望財經在新冠疫情肆虐下的3年，焦慮、緊張以及恐懼籠罩着每一個人，因此迫切需要“救世主”來拯救。正是抓住了大衆這種心理，在經歷了雙黃連、醫用口罩、疫苗等相繼爆火後，如今一款名爲“千金藤素”的新藥又掀起了一股“妖風”，“千金藤素”概念股瞬間火爆。可謂沾邊必漲，並且這種漲並非小打小鬧，而是直拉漲停板。當然，潮水退去後，才知道誰在裸泳。在上市公司接連澄清下，對於“千金藤素”的炒作也迅速降溫。迴歸理性後，讓我們重新認識一下“千金藤素”以及客觀分析治療效果、研發進度，實際距離人們“理想”的效果還有多遠要走？另值得注意的是，一家有望成爲“國產抗新冠”的藥企隨着臨牀試驗進入收尾階段而備受資本市場關注，雖目前經歷短暫陣痛期，不受投資者“待見”，但或是真正的“黑馬”。01火與不火中間似乎僅隔着“炒作”“千金藤素”之所以近期賺足了資本眼球，成爲“網紅”詞彙，並一度衝上網絡熱搜，主要源於一則媒體消息。據科技日報報道，5月10日北京化工大學生命科學與技術學院院長童貽剛等科學家發現的新冠治療新藥獲得國家發明專利授權。據瞭解，童貽剛團隊的發明專利名稱爲《穿山甲冠狀病毒xCoV及其應用和藥物抗冠狀病毒感染的應用》，並據專利說明書顯示，發明人從海關查獲的死亡穿山甲中分離並培養出一株新的冠狀病毒xCoV，稱爲穿山甲冠狀病毒xCoV，其全基因組序列分析結果顯示與SARS-COV-2（新型冠狀病毒）的S蛋白同源性達92.5%，是迄今爲止成功分離培養的與後者同源性最高的病毒。基於該篩選模型，選出了千金藤素等抗新冠病毒的活性藥物。同時，專利說明書還顯示，10uM（微摩爾/升）的千金藤素抑制冠狀病毒複製的倍數爲15393倍。簡單理解爲，只需要10微摩爾/升的千金藤素藥物，就可以將15393個病毒消滅得只剩下一個。對此，童貽剛教授表示，“從目前的研究數據看，該藥物抑制新冠病毒的能力，在所有人類發現的新冠病","images":[{"img":"https://static.tigerbbs.com/321c7616a1cd22c80083797f9c0fe1a2","width":"640","height":"356"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614061443","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":809955793,"gmtCreate":1627345375312,"gmtModify":1703487942124,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088770777339480","idStr":"4088770777339480"},"themes":[],"htmlText":"???????","listText":"???????","text":"???????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809955793","repostId":"2154684559","repostType":4,"repost":{"id":"2154684559","kind":"news","pubTimestamp":1627345000,"share":"https://ttm.financial/m/news/2154684559?lang=en_US&edition=fundamental","pubTime":"2021-07-27 08:16","market":"sh","language":"zh","title":"Antitrust Upgrade! The European Union is eyeing two more Google services and asking for rectification within 2 months","url":"https://stock-news.laohu8.com/highlight/detail?id=2154684559","media":"新浪科技","summary":"法国对谷歌开出2.2亿欧元罚单新浪科技讯 北京时间7月26日晚间消息，据报道，欧盟委员会和欧盟消费者当局今日表示，谷歌要在两2个月的时间内，对其航班和酒店搜索服务进行调整，并解释如何对搜索结果进行排名，否则将面临制裁。长期以来，谷歌一直面临世界各地反垄断执法者和消费者团体的审查。之前，谷歌已经有三项服务遭到欧盟的发垄断罚款，罚金高达数十亿美元。","content":"<p><img src=\"https://static.tigerbbs.com/9b5818c36470cf9336d8469538d317a8\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Three enterprises complained<a href=\"https://laohu8.com/S/GOOG\">Google</a>！ France issued a 220 million euro fine against Google</p><p><img src=\"https://static.tigerbbs.com/557b605849471e852d88d2600232a3ed\" tg-width=\"630\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><a href=\"https://laohu8.com/S/SINA\">SINA</a>On the evening of July 26th, Beijing time, it is reported that the European Commission and the EU consumer authorities said today that Google will adjust its flight and hotel search services within two or two months, and explain how to rank the search results, otherwise it will face sanctions.</p><p>Google has long faced scrutiny from antitrust enforcers and consumer groups around the world. Previously, three Google services have been fined by the European Union for monopoly, with fines of billions of dollars. The latest grievances focus on the prices of Google Flights and Google Hotels services.</p><p>Today, the European Commission and the EU consumer authority said in a joint statement that the final price of these products should include fees or taxes that can be calculated in advance, and the reference price used to calculate promotional discounts should be clearly identifiable.</p><p>EU Justice Commissioner Didier Reynders said: \"EU consumers cannot be misled when it comes to using search engines to plan their holidays. We need to empower consumers to make choices based on transparent and impartial information.\"</p><p>The aforementioned body also asked Google to modify the standard terms of the Google Store, Google's app Store, because some cases have shown that dealers have more rights than consumers. If Google's recommendations for rectification are inadequate, the above-mentioned agencies will discuss the issue further with Google and may impose sanctions.</p><p>In response, Google said in a statement: \"We welcome this dialogue and are working closely with consumer protection agencies and the European Commission to see how we can make user-friendly improvements and provide greater transparency.\"</p>","source":"sina_symbol","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>Antitrust Upgrade! The European Union is eyeing two more Google services and asking for rectification within 2 months</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\">\nAntitrust Upgrade! The European Union is eyeing two more Google services and asking for rectification within 2 months\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪科技</strong><span class=\"h-time small\">2021-07-27 08:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/9b5818c36470cf9336d8469538d317a8\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Three enterprises complained<a href=\"https://laohu8.com/S/GOOG\">Google</a>！ France issued a 220 million euro fine against Google</p><p><img src=\"https://static.tigerbbs.com/557b605849471e852d88d2600232a3ed\" tg-width=\"630\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><a href=\"https://laohu8.com/S/SINA\">SINA</a>On the evening of July 26th, Beijing time, it is reported that the European Commission and the EU consumer authorities said today that Google will adjust its flight and hotel search services within two or two months, and explain how to rank the search results, otherwise it will face sanctions.</p><p>Google has long faced scrutiny from antitrust enforcers and consumer groups around the world. Previously, three Google services have been fined by the European Union for monopoly, with fines of billions of dollars. The latest grievances focus on the prices of Google Flights and Google Hotels services.</p><p>Today, the European Commission and the EU consumer authority said in a joint statement that the final price of these products should include fees or taxes that can be calculated in advance, and the reference price used to calculate promotional discounts should be clearly identifiable.</p><p>EU Justice Commissioner Didier Reynders said: \"EU consumers cannot be misled when it comes to using search engines to plan their holidays. We need to empower consumers to make choices based on transparent and impartial information.\"</p><p>The aforementioned body also asked Google to modify the standard terms of the Google Store, Google's app Store, because some cases have shown that dealers have more rights than consumers. If Google's recommendations for rectification are inadequate, the above-mentioned agencies will discuss the issue further with Google and may impose sanctions.</p><p>In response, Google said in a statement: \"We welcome this dialogue and are working closely with consumer protection agencies and the European Commission to see how we can make user-friendly improvements and provide greater transparency.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-07-26/doc-ikqciyzk7783660.shtml\">新浪科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/557b605849471e852d88d2600232a3ed","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","GOOGL":"谷歌A","03086":"华夏纳指","09086":"华夏纳指-U","GOOG":"谷歌"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-07-26/doc-ikqciyzk7783660.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154684559","content_text":"三家企业投诉谷歌！法国对谷歌开出2.2亿欧元罚单\n\n新浪科技讯 北京时间7月26日晚间消息，据报道，欧盟委员会和欧盟消费者当局今日表示，谷歌要在两2个月的时间内，对其航班和酒店搜索服务进行调整，并解释如何对搜索结果进行排名，否则将面临制裁。\n长期以来，谷歌一直面临世界各地反垄断执法者和消费者团体的审查。之前，谷歌已经有三项服务遭到欧盟的发垄断罚款，罚金高达数十亿美元。而最新的不满集中在Google Flights（航班搜索）和Google Hotels（酒店搜索）两项服务的价格上。\n今日，欧盟委员会和欧盟消费者当局在一份联合声明中称，这些产品的最终价格应该包括可以提前计算的费用或税金，而用于计算促销折扣的参考价格应该是明确可识别的。\n欧盟司法专员迪迪埃·雷恩德斯（Didier Reynders）称：“在使用搜索引擎筹划假期时，欧盟消费者不能被误导。我们需要赋予消费者权力，让他们基于透明和公正的信息做出选择。”\n上述机构还要求谷歌修改谷歌应用商店Google Store的标准条款，因为一些案例表明，交易商比消费者拥有更多的权利。如果谷歌的整改建议不够充分，上述机构将与谷歌进一步讨论这一问题，并可能实施制裁。\n对此，谷歌在一份声明中表示：“我们欢迎这次对话，并正与消费者保护机构和欧盟委员会密切合作，看看我们如何能做出有利于用户的改进，并提供更高的透明度。”","news_type":1,"symbols_score_info":{"GOOGL":0.9,"09086":0.9,"QNETCN":0.9,"03086":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015720467,"gmtCreate":1649556426136,"gmtModify":1676534529459,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088770777339480","idStr":"4088770777339480"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015720467","repostId":"2225527069","repostType":4,"repost":{"id":"2225527069","kind":"highlight","pubTimestamp":1649552490,"share":"https://ttm.financial/m/news/2225527069?lang=en_US&edition=fundamental","pubTime":"2022-04-10 09:01","market":"hk","language":"zh","title":"Crazy Lithium: 10x a year, who's hyping it?","url":"https://stock-news.laohu8.com/highlight/detail?id=2225527069","media":"华尔街见闻","summary":"从默默无闻到撼动行业。仅仅一年多时间，从5万/吨涨到50万/吨，锂的疯狂得益于新能源汽车市场的爆发，过去不受待见的“工业味精”锂，华丽变身为新时代的“白色石油”，身价暴涨，一吨难求！仅仅一年多时间，从","content":"<p><html><head></head><body><b>From obscurity to shaking up the industry.</b><b>In just over a year, it has risen from 50,000/ton to 500,000/ton. The madness of lithium has benefited from the outbreak of the new energy vehicle market. Lithium, an \"industrial monosodium glutamate\" that was unpopular in the past, has been magnificently transformed into a \"white oil\" in the new era, and its value has skyrocketed, making it difficult to find a ton!</b><img src=\"https://static.tigerbbs.com/4f75d0ede21223eaf9fe549bb0924110\" tg-width=\"2048\" tg-height=\"1365\" referrerpolicy=\"no-referrer\"/></p><p>From 50,000/ton to 500,000/ton in just over a year, this is crazy lithium (lithium carbonate)!</p><p>Thanks to the outbreak of the new energy vehicle market, lithium, the \"industrial monosodium glutamate\" that was unpopular in the past, has been magnificently transformed into \"white oil\" in the new era, and its value has skyrocketed, making it difficult to find a ton.</p><p>Such an amazing increase has attracted the attention of many people. On March 26th, Wan Gang, vice chairman of the National Committee of the Chinese People's Political Consultative Conference and chairman of the China Association for Science and Technology, also expressed shock: \"Lithium carbonate can actually increase 10 times last year!\"</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>Chairman Li Bin pointed out that the price increase of lithium carbonate is speculative, and some people are speculating.</p><p>In the past year, the rise of lithium prices has made some hoarding traders profitable, realizing the counterattack of life; It also makes power battery manufacturers and automobile companies complain endlessly, which is unbearable.</p><p>Anxiety and worry are spreading. This \"blood case\" caused by the price increase of lithium carbonate has pushed up the price of power batteries, and it has also been transmitted to the automobile sales end. Since March, many automobile companies have raised prices one after another, and they are no longer concealing them.</p><p>This fierce wave of lithium carbonate price increase is of course speculative, but the root cause is still the imbalance between supply and demand. In the short term, the price of lithium carbonate and power batteries will be difficult to fall. This is disastrous for many car companies, and the electric car industry is about to usher in a big reshuffle.</p><p>Some car brands may be about to disappear.</p><p>Ten times a year</p><p>An unexpected price increase of electric cars was staged in Yangchun March.</p><p>GAC Aian,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Chery, XPeng, Nezha, Leaprun, Weima, Great Wall Euler, etc., nearly 20 car companies have announced price increases, ranging from 30,000 to 30,000.</p><p>Even self-produced batteries<a href=\"https://laohu8.com/S/002594\">BYD</a>Didn't hold it either. On March 16,<a href=\"https://laohu8.com/S/002594\">BYD</a>A total of 39 configurations of its 10 models have been adjusted in price, ranging from 3-6 thousand yuan.</p><p>It can be seen that in this wave of price increase in March, few car companies continue to be reserved. It seemed like a release that had been repressed for a long time.</p><p>The trigger of this wave of price increase is the sharp increase in the cost of raw materials for power batteries, especially the jump in the price of lithium carbonate, an important cathode raw material for batteries.</p><p>According to SMM (Shanghai Nonferrous Metals) data, in just one year, the price of lithium carbonate rose from 54,600 yuan in early 2021 to 516,500 yuan/ton in March 2022.</p><p>With such a huge increase in raw materials, downstream battery manufacturers have also increased prices.<a href=\"https://laohu8.com/S/688567\">Funeng Technology</a>Zhang Feng, senior vice president and secretary of the board of directors, said that at present, the price increase of power batteries is basically over 25%.</p><p>On March 19,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Chairman and CEO Li Xiang is also in<a href=\"https://laohu8.com/S/WB\">Weibo</a>According to the article, the increase in battery cost in the second quarter is outrageous.</p><p><a href=\"https://laohu8.com/S/600958\">Orient Securities</a>According to the research report, even the head battery companies with large-scale and strong bargaining power can't match the price increase rate of raw materials with their long-term price locking and raw material locking ability.</p><p>On March 21,<a href=\"https://laohu8.com/S/300750\">CATL</a>said that because the upstream raw material prices have risen sharply, the company will dynamically adjust the prices of some battery products.</p><p>The cost pressure of battery manufacturers is huge, so it has to be transmitted downward to avoid \"breaking defense\". However, the car enterprises that just experienced the subsidy decline years ago were not profitable. Faced with the menacing high-priced batteries and insufficient production capacity, they had no choice but to raise prices to maintain the balance between profits and production and sales.</p><p>On the one hand, battery manufacturers and automobile companies are caught in a tug of war; on the other hand, the soaring lithium price has made mining companies make a lot of money. According to lithium battery giant<a href=\"https://laohu8.com/S/002460\">Ganfeng Lithium</a>According to the 2021 annual report, the company's revenue doubled year-on-year last year, and the net profit attributable to the parent more than quadrupled (410%) to 5.228 billion yuan.</p><p><a href=\"https://laohu8.com/S/01772\">Ganfeng Lithium</a>Li Liangbin, the founder, took advantage of this wave of east wind, and his net worth soared to 36.5 billion yuan, firmly sitting on the throne of the richest man in Jiangxi in the 2022 Hurun Global Rich List.</p><p>Tianyi Lithium Industry, which has been mired in the quagmire of losses, went directly ashore by the rise of lithium prices. Its 2021 performance forecast shows that from a loss of 1.83 billion yuan in 2020, it directly reversed to a profit of 800-2.4 billion yuan, ending a two-year loss in one fell swoop.</p><p>Who's the hype?</p><p>The rise of lithium price has become the \"target of public criticism\" of the new energy industry. Some people think that there is a lot of hype in it.</p><p>Chen Shihua, deputy secretary of China Automobile Association, said that this round of extraordinary raw material prices can't be simply attributed to the contradiction between supply and demand, and it is an irrational rise. There are pushers behind it, and some people may hoard goods and artificially take the opportunity to speculate.</p><p>In the process of changing lithium carbonate into battery installation, there are about four links: lithium mine-trader-battery manufacturer-automobile company. Upstream lithium mine/lithium salt lake water mining, refining and production into lithium carbonate; Then the midstream is made into a positive electrode material, and then the battery is packaged together with other materials; Finally, downstream car enterprises purchase equipment.</p><p>Between the upstream and middle reaches, there is also a \"mezzanine\" of lithium salt traders similar to market makers, which has played a role in fueling the flames in this round of rise.</p><p>As most of the supply of lithium ore is locked up for a long time, there is a scarcity of liquid lithium ore available for trading in the market. Since last year, lithium carbonate enterprises have settled according to the \"current price\" every day. \"Customers who buy at the door don't ask for the price, and everyone takes the goods when they have them. Because there is no excess inventory, even the trust relationship can't get the goods.\" A lithium carbonate enterprise in Haihai said.</p><p>Faced with the tight supply of goods and the huge purchasing enthusiasm in the middle reaches, some traders are suspected of taking the opportunity to hoard goods and speculate, driving up the market price.</p><p>In the past, traders, as mezzanines, have been advancing and taking risks for manufacturers. Now, the \"value of lithium has soared\", and as middlemen, they have the opportunity and conditions to get a piece of the pie and even manipulate the price.</p><p>Many insiders reported that in the third quarter of last year, some traders actively hoarded goods while taking advantage of the seasonal production reduction of mining enterprises. After \"interception and reluctance to sell\", it is more difficult to purchase downstream, and the price of lithium is pulled up.</p><p>From the fourth quarter of last year to the first quarter of this year, the price of lithium soared again. Xiangcai Securities said that considering the seasonal production reduction of salt lakes, the unstable supply of overseas lithium and the stockpiling of downstream Spring Festival during this period, the lithium price was quickly pushed from 200,000 to 500,000.</p><p>In the next link of traders, the positive factories and battery factories are competing for market share, and expanding production at a high speed to meet the steady stream of battery orders from downstream car companies. In order to avoid the occurrence of \"cooking without rice\", it is also necessary to disperse the uncertainty that lithium prices continue to grow crazy. Battery factories are also scrambling to hoard raw materials, and panic buying adds fuel to the already outrageous lithium price.</p><p>Imbalance between supply and demand</p><p>What made lithium carbonate at less than 40k/t so crazy four years ago? The root cause is still the imbalance between supply and demand.</p><p>With the rise of lithium prices, in 2021, which is known as the \"first year of new energy vehicles\", the production and sales of new energy vehicles both passed the 3.5 million mark, soaring 1.6 times.</p><p>This trend has continued this year. According to the data of the Passenger Car Association, the retail sales of new energy passenger cars reached 272,000 units in February, a year-on-year increase of 180.5%. From January to February this year, the retail sales of new energy passenger cars reached 624,000 units, a year-on-year increase of 153.2%.</p><p>All car companies have put forward amazing capacity planning and tried every way to expand production.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It is planned that sales this year will increase by 50% compared with last year, that is, about 1.5 million vehicles, and sales will reach 20 million vehicles in 2030.</p><p>Ideally, it has a sales target of 1.6 million units in 2025; XPeng has also proposed to reach a market share of more than 10% by 2025, with an estimated excess of one million vehicles.</p><p>The demand for blowout leads to a shortage of power batteries, with a huge gap. Previously, SNEResearch forecast that global demand for EV batteries will reach 406 GWh by 2023, while EV battery supply is expected to be 335 GWh, a shortfall of about 18%. The gap will grow to about 40% by 2025.</p><p>At the same time, as the main raw material of power batteries, the supply of lithium is in serious shortage.</p><p>Before, as a less \"red\" raw material, 80% of domestic lithium carbonate relied on overseas imports.</p><p>In 2020, many factors caused the price of lithium to fall into a trough, falling back to ten years ago, and several major producers in the world declared bankruptcy; In 2021, the new energy vehicle market exploded, and the demand for power batteries greatly increased. Although some lithium mines had new construction/expansion plans, they were delayed or interrupted due to the epidemic, and the production capacity did not keep up.</p><p>According to the statistics of the International Energy Agency, it takes an average of 7 years from the discovery to the commissioning of South American salt lakes, and 4 years from the discovery to the commissioning of spodumene mines in Australia. The production capacity construction period is long, the lithium supply is rigid, and the lithium price starts to rise strongly under the contradiction between supply and demand.</p><p>The skyrocketing rise of lithium carbonate has aroused great concern from relevant departments. On March 16th, the Ministry of Industry and Information Technology made it clear that it would crack down on unfair competition such as hoarding lithium, nickel and other resources and price gouging, and interviewed some lithium salt enterprises to guide them to ship directly to the middle reaches. \"I hope everyone will slow down\".</p><p>Affected by supervision, the current price of lithium carbonate has dropped below the 500,000 yuan/ton mark. SMM data As of March 30th, the average price of battery-grade lithium iron phosphate has reached 485,000/ton.</p><p>Some brokerages also said that the purchase price of lithium carbonate has begun to loosen, and the actual transaction price is 450,000-500,000 yuan/ton.</p><p>A coalition boycott in the middle and lower reaches is also a force. Wall Street learned that there are not one or two cathode factories and battery factories in the middle and lower reaches that boycott and abandon the mining of more than 500,000 high-priced lithium salts.</p><p>All kinds of signs show that the price of lithium ore has reached a high level, the risk of speculation is extremely high, and the relationship between supply and demand has begun to be reconstructed.</p><p>However, to solve the contradiction of demand mismatch, Guorong Securities believes that in the medium and long term, we have to wait for the release of the production capacity of overseas lithium mines in Western Australia and salt lakes in Argentina.</p><p>This means that the lithium gap is difficult to solve in the short term, and car companies still have to endure the constraints from battery price and supply.</p><p>The reshuffle of car enterprises</p><p>The soaring lithium price and the resulting increase in the price of power batteries have dealt a fatal blow to some car companies.</p><p>In a new energy vehicle, the cost of power battery accounts for 30% to 40%. Obviously, this is extremely unfavorable to car companies with low total price and low gross profit margin.</p><p>In the tide of price increase, A00-A0 class pure electric vehicles with a price of less than 100,000 are under great pressure. Many car companies have said that consumers in this range are extremely sensitive to price.</p><p>According to the data of the Passenger Car Association, in January this year, a total of 28 A00-class pure electric cars were on sale in the Chinese market, with a price of about 100,000 yuan, among which the prices of Wuling Hongguang MINIEV1, Euler Black Cat and White Cat did not exceed 90,000 yuan.</p><p>Rising costs have greatly squeezed the profit margin of A00 vehicles. According to SAIC-GM<a href=\"https://laohu8.com/S/00305\">Wuling Motors</a>In the 2020 financial report, the company's revenue was 72.927 billion yuan, but the net profit attributable to the parent company was only 142 million yuan, which was allocated to each vehicle, only 89 yuan.</p><p>Some models have even lost money. On February 14th, Euler brand issued a notice asking dealers to suspend accepting orders from Euler black cats and white cats.</p><p>On February 23, 2022, Dong Yudong, CEO of Euler brand, admitted frankly in response to the \"shutdown storm\": Although Euler brand has the advantages of the industrial chain behind it, this car still brought huge losses to the company! Black Cat lost over 10,000 yuan in a single unit.</p><p>In fact, the reason why the A00 model dared to sell at such a small profit before was that under the double-point policy of new energy vehicles, the points obtained from selling electric vehicles had a strong liquidity.</p><p>However, the preferential points policy is gradually ebbing, and the pressure of upstream price increase is difficult to transmit to consumers. Facing this round of price increase, the survival of enterprises in the low-end market has become a difficult problem.</p><p>On the other hand, high-end car companies are more adaptable. Tesla's orders have not been affected by the price increase at present, and the delivery cycle of Model 3 and Y has been extended to 16~20 weeks, and even some models have been scheduled until the beginning of 2023.</p><p>Wall Street News learned from XPeng Automobile Store that because the price increase was announced three days in advance, even after the price adjustment, the sales volume was very stable.</p><p><a href=\"https://laohu8.com/S/000750\">Guohai Securities</a>It is believed that the price increase will be a reshuffle of the new energy automobile market, and the market share will be further concentrated on high-quality brands. According to the data of the Passenger Car Association, 11 car companies did not report sales last year. From January to February this year, this number rose to 22.</p><p>\"In the future, 80% of independent brands will be closed, stopped, merged and transferred, and 90% of new car-making forces will be finished. In the whole automobile market, the top companies will face huge survival and development problems, and they may not survive.\"<a href=\"https://laohu8.com/S/000625\">Changan Automobile</a>Chairman Zhu Huarong believes.</p><p>At the annual meeting of entrepreneurs in January,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>He Xiaopeng, chairman of the board, also admitted, \"A few years later, the whole<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The automobile field will enter the Warring States Period from the Spring and Autumn Period, and from the qualifying round to the knockout round. \"</p><p>From industrial MSG to white oil, the popularity of lithium reflects the extraordinary development of electric vehicles and the beginning of a global energy revolution, but the future is not very clear.</p><p>In fact, under the test of soaring raw materials and battery shortage led by lithium, the elimination of car companies is already accelerating.</p><p>\"Death before you leave the teacher\", the new energy vehicle market where heroes compete for hegemony, no one wants to disappear as soon as they come on the stage and just come up, but the fact is cruel. In this chicken game of price increase, only the strong can become the ultimate survivors.</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>Crazy Lithium: 10x a year, who's hyping it?</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\">\nCrazy Lithium: 10x a year, who's hyping it?\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\">2022-04-10 09:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>From obscurity to shaking up the industry.</b><b>In just over a year, it has risen from 50,000/ton to 500,000/ton. The madness of lithium has benefited from the outbreak of the new energy vehicle market. Lithium, an \"industrial monosodium glutamate\" that was unpopular in the past, has been magnificently transformed into a \"white oil\" in the new era, and its value has skyrocketed, making it difficult to find a ton!</b><img src=\"https://static.tigerbbs.com/4f75d0ede21223eaf9fe549bb0924110\" tg-width=\"2048\" tg-height=\"1365\" referrerpolicy=\"no-referrer\"/></p><p>From 50,000/ton to 500,000/ton in just over a year, this is crazy lithium (lithium carbonate)!</p><p>Thanks to the outbreak of the new energy vehicle market, lithium, the \"industrial monosodium glutamate\" that was unpopular in the past, has been magnificently transformed into \"white oil\" in the new era, and its value has skyrocketed, making it difficult to find a ton.</p><p>Such an amazing increase has attracted the attention of many people. On March 26th, Wan Gang, vice chairman of the National Committee of the Chinese People's Political Consultative Conference and chairman of the China Association for Science and Technology, also expressed shock: \"Lithium carbonate can actually increase 10 times last year!\"</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>Chairman Li Bin pointed out that the price increase of lithium carbonate is speculative, and some people are speculating.</p><p>In the past year, the rise of lithium prices has made some hoarding traders profitable, realizing the counterattack of life; It also makes power battery manufacturers and automobile companies complain endlessly, which is unbearable.</p><p>Anxiety and worry are spreading. This \"blood case\" caused by the price increase of lithium carbonate has pushed up the price of power batteries, and it has also been transmitted to the automobile sales end. Since March, many automobile companies have raised prices one after another, and they are no longer concealing them.</p><p>This fierce wave of lithium carbonate price increase is of course speculative, but the root cause is still the imbalance between supply and demand. In the short term, the price of lithium carbonate and power batteries will be difficult to fall. This is disastrous for many car companies, and the electric car industry is about to usher in a big reshuffle.</p><p>Some car brands may be about to disappear.</p><p>Ten times a year</p><p>An unexpected price increase of electric cars was staged in Yangchun March.</p><p>GAC Aian,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Chery, XPeng, Nezha, Leaprun, Weima, Great Wall Euler, etc., nearly 20 car companies have announced price increases, ranging from 30,000 to 30,000.</p><p>Even self-produced batteries<a href=\"https://laohu8.com/S/002594\">BYD</a>Didn't hold it either. On March 16,<a href=\"https://laohu8.com/S/002594\">BYD</a>A total of 39 configurations of its 10 models have been adjusted in price, ranging from 3-6 thousand yuan.</p><p>It can be seen that in this wave of price increase in March, few car companies continue to be reserved. It seemed like a release that had been repressed for a long time.</p><p>The trigger of this wave of price increase is the sharp increase in the cost of raw materials for power batteries, especially the jump in the price of lithium carbonate, an important cathode raw material for batteries.</p><p>According to SMM (Shanghai Nonferrous Metals) data, in just one year, the price of lithium carbonate rose from 54,600 yuan in early 2021 to 516,500 yuan/ton in March 2022.</p><p>With such a huge increase in raw materials, downstream battery manufacturers have also increased prices.<a href=\"https://laohu8.com/S/688567\">Funeng Technology</a>Zhang Feng, senior vice president and secretary of the board of directors, said that at present, the price increase of power batteries is basically over 25%.</p><p>On March 19,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Chairman and CEO Li Xiang is also in<a href=\"https://laohu8.com/S/WB\">Weibo</a>According to the article, the increase in battery cost in the second quarter is outrageous.</p><p><a href=\"https://laohu8.com/S/600958\">Orient Securities</a>According to the research report, even the head battery companies with large-scale and strong bargaining power can't match the price increase rate of raw materials with their long-term price locking and raw material locking ability.</p><p>On March 21,<a href=\"https://laohu8.com/S/300750\">CATL</a>said that because the upstream raw material prices have risen sharply, the company will dynamically adjust the prices of some battery products.</p><p>The cost pressure of battery manufacturers is huge, so it has to be transmitted downward to avoid \"breaking defense\". However, the car enterprises that just experienced the subsidy decline years ago were not profitable. Faced with the menacing high-priced batteries and insufficient production capacity, they had no choice but to raise prices to maintain the balance between profits and production and sales.</p><p>On the one hand, battery manufacturers and automobile companies are caught in a tug of war; on the other hand, the soaring lithium price has made mining companies make a lot of money. According to lithium battery giant<a href=\"https://laohu8.com/S/002460\">Ganfeng Lithium</a>According to the 2021 annual report, the company's revenue doubled year-on-year last year, and the net profit attributable to the parent more than quadrupled (410%) to 5.228 billion yuan.</p><p><a href=\"https://laohu8.com/S/01772\">Ganfeng Lithium</a>Li Liangbin, the founder, took advantage of this wave of east wind, and his net worth soared to 36.5 billion yuan, firmly sitting on the throne of the richest man in Jiangxi in the 2022 Hurun Global Rich List.</p><p>Tianyi Lithium Industry, which has been mired in the quagmire of losses, went directly ashore by the rise of lithium prices. Its 2021 performance forecast shows that from a loss of 1.83 billion yuan in 2020, it directly reversed to a profit of 800-2.4 billion yuan, ending a two-year loss in one fell swoop.</p><p>Who's the hype?</p><p>The rise of lithium price has become the \"target of public criticism\" of the new energy industry. Some people think that there is a lot of hype in it.</p><p>Chen Shihua, deputy secretary of China Automobile Association, said that this round of extraordinary raw material prices can't be simply attributed to the contradiction between supply and demand, and it is an irrational rise. There are pushers behind it, and some people may hoard goods and artificially take the opportunity to speculate.</p><p>In the process of changing lithium carbonate into battery installation, there are about four links: lithium mine-trader-battery manufacturer-automobile company. Upstream lithium mine/lithium salt lake water mining, refining and production into lithium carbonate; Then the midstream is made into a positive electrode material, and then the battery is packaged together with other materials; Finally, downstream car enterprises purchase equipment.</p><p>Between the upstream and middle reaches, there is also a \"mezzanine\" of lithium salt traders similar to market makers, which has played a role in fueling the flames in this round of rise.</p><p>As most of the supply of lithium ore is locked up for a long time, there is a scarcity of liquid lithium ore available for trading in the market. Since last year, lithium carbonate enterprises have settled according to the \"current price\" every day. \"Customers who buy at the door don't ask for the price, and everyone takes the goods when they have them. Because there is no excess inventory, even the trust relationship can't get the goods.\" A lithium carbonate enterprise in Haihai said.</p><p>Faced with the tight supply of goods and the huge purchasing enthusiasm in the middle reaches, some traders are suspected of taking the opportunity to hoard goods and speculate, driving up the market price.</p><p>In the past, traders, as mezzanines, have been advancing and taking risks for manufacturers. Now, the \"value of lithium has soared\", and as middlemen, they have the opportunity and conditions to get a piece of the pie and even manipulate the price.</p><p>Many insiders reported that in the third quarter of last year, some traders actively hoarded goods while taking advantage of the seasonal production reduction of mining enterprises. After \"interception and reluctance to sell\", it is more difficult to purchase downstream, and the price of lithium is pulled up.</p><p>From the fourth quarter of last year to the first quarter of this year, the price of lithium soared again. Xiangcai Securities said that considering the seasonal production reduction of salt lakes, the unstable supply of overseas lithium and the stockpiling of downstream Spring Festival during this period, the lithium price was quickly pushed from 200,000 to 500,000.</p><p>In the next link of traders, the positive factories and battery factories are competing for market share, and expanding production at a high speed to meet the steady stream of battery orders from downstream car companies. In order to avoid the occurrence of \"cooking without rice\", it is also necessary to disperse the uncertainty that lithium prices continue to grow crazy. Battery factories are also scrambling to hoard raw materials, and panic buying adds fuel to the already outrageous lithium price.</p><p>Imbalance between supply and demand</p><p>What made lithium carbonate at less than 40k/t so crazy four years ago? The root cause is still the imbalance between supply and demand.</p><p>With the rise of lithium prices, in 2021, which is known as the \"first year of new energy vehicles\", the production and sales of new energy vehicles both passed the 3.5 million mark, soaring 1.6 times.</p><p>This trend has continued this year. According to the data of the Passenger Car Association, the retail sales of new energy passenger cars reached 272,000 units in February, a year-on-year increase of 180.5%. From January to February this year, the retail sales of new energy passenger cars reached 624,000 units, a year-on-year increase of 153.2%.</p><p>All car companies have put forward amazing capacity planning and tried every way to expand production.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It is planned that sales this year will increase by 50% compared with last year, that is, about 1.5 million vehicles, and sales will reach 20 million vehicles in 2030.</p><p>Ideally, it has a sales target of 1.6 million units in 2025; XPeng has also proposed to reach a market share of more than 10% by 2025, with an estimated excess of one million vehicles.</p><p>The demand for blowout leads to a shortage of power batteries, with a huge gap. Previously, SNEResearch forecast that global demand for EV batteries will reach 406 GWh by 2023, while EV battery supply is expected to be 335 GWh, a shortfall of about 18%. The gap will grow to about 40% by 2025.</p><p>At the same time, as the main raw material of power batteries, the supply of lithium is in serious shortage.</p><p>Before, as a less \"red\" raw material, 80% of domestic lithium carbonate relied on overseas imports.</p><p>In 2020, many factors caused the price of lithium to fall into a trough, falling back to ten years ago, and several major producers in the world declared bankruptcy; In 2021, the new energy vehicle market exploded, and the demand for power batteries greatly increased. Although some lithium mines had new construction/expansion plans, they were delayed or interrupted due to the epidemic, and the production capacity did not keep up.</p><p>According to the statistics of the International Energy Agency, it takes an average of 7 years from the discovery to the commissioning of South American salt lakes, and 4 years from the discovery to the commissioning of spodumene mines in Australia. The production capacity construction period is long, the lithium supply is rigid, and the lithium price starts to rise strongly under the contradiction between supply and demand.</p><p>The skyrocketing rise of lithium carbonate has aroused great concern from relevant departments. On March 16th, the Ministry of Industry and Information Technology made it clear that it would crack down on unfair competition such as hoarding lithium, nickel and other resources and price gouging, and interviewed some lithium salt enterprises to guide them to ship directly to the middle reaches. \"I hope everyone will slow down\".</p><p>Affected by supervision, the current price of lithium carbonate has dropped below the 500,000 yuan/ton mark. SMM data As of March 30th, the average price of battery-grade lithium iron phosphate has reached 485,000/ton.</p><p>Some brokerages also said that the purchase price of lithium carbonate has begun to loosen, and the actual transaction price is 450,000-500,000 yuan/ton.</p><p>A coalition boycott in the middle and lower reaches is also a force. Wall Street learned that there are not one or two cathode factories and battery factories in the middle and lower reaches that boycott and abandon the mining of more than 500,000 high-priced lithium salts.</p><p>All kinds of signs show that the price of lithium ore has reached a high level, the risk of speculation is extremely high, and the relationship between supply and demand has begun to be reconstructed.</p><p>However, to solve the contradiction of demand mismatch, Guorong Securities believes that in the medium and long term, we have to wait for the release of the production capacity of overseas lithium mines in Western Australia and salt lakes in Argentina.</p><p>This means that the lithium gap is difficult to solve in the short term, and car companies still have to endure the constraints from battery price and supply.</p><p>The reshuffle of car enterprises</p><p>The soaring lithium price and the resulting increase in the price of power batteries have dealt a fatal blow to some car companies.</p><p>In a new energy vehicle, the cost of power battery accounts for 30% to 40%. Obviously, this is extremely unfavorable to car companies with low total price and low gross profit margin.</p><p>In the tide of price increase, A00-A0 class pure electric vehicles with a price of less than 100,000 are under great pressure. Many car companies have said that consumers in this range are extremely sensitive to price.</p><p>According to the data of the Passenger Car Association, in January this year, a total of 28 A00-class pure electric cars were on sale in the Chinese market, with a price of about 100,000 yuan, among which the prices of Wuling Hongguang MINIEV1, Euler Black Cat and White Cat did not exceed 90,000 yuan.</p><p>Rising costs have greatly squeezed the profit margin of A00 vehicles. According to SAIC-GM<a href=\"https://laohu8.com/S/00305\">Wuling Motors</a>In the 2020 financial report, the company's revenue was 72.927 billion yuan, but the net profit attributable to the parent company was only 142 million yuan, which was allocated to each vehicle, only 89 yuan.</p><p>Some models have even lost money. On February 14th, Euler brand issued a notice asking dealers to suspend accepting orders from Euler black cats and white cats.</p><p>On February 23, 2022, Dong Yudong, CEO of Euler brand, admitted frankly in response to the \"shutdown storm\": Although Euler brand has the advantages of the industrial chain behind it, this car still brought huge losses to the company! Black Cat lost over 10,000 yuan in a single unit.</p><p>In fact, the reason why the A00 model dared to sell at such a small profit before was that under the double-point policy of new energy vehicles, the points obtained from selling electric vehicles had a strong liquidity.</p><p>However, the preferential points policy is gradually ebbing, and the pressure of upstream price increase is difficult to transmit to consumers. Facing this round of price increase, the survival of enterprises in the low-end market has become a difficult problem.</p><p>On the other hand, high-end car companies are more adaptable. Tesla's orders have not been affected by the price increase at present, and the delivery cycle of Model 3 and Y has been extended to 16~20 weeks, and even some models have been scheduled until the beginning of 2023.</p><p>Wall Street News learned from XPeng Automobile Store that because the price increase was announced three days in advance, even after the price adjustment, the sales volume was very stable.</p><p><a href=\"https://laohu8.com/S/000750\">Guohai Securities</a>It is believed that the price increase will be a reshuffle of the new energy automobile market, and the market share will be further concentrated on high-quality brands. According to the data of the Passenger Car Association, 11 car companies did not report sales last year. From January to February this year, this number rose to 22.</p><p>\"In the future, 80% of independent brands will be closed, stopped, merged and transferred, and 90% of new car-making forces will be finished. In the whole automobile market, the top companies will face huge survival and development problems, and they may not survive.\"<a href=\"https://laohu8.com/S/000625\">Changan Automobile</a>Chairman Zhu Huarong believes.</p><p>At the annual meeting of entrepreneurs in January,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>He Xiaopeng, chairman of the board, also admitted, \"A few years later, the whole<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The automobile field will enter the Warring States Period from the Spring and Autumn Period, and from the qualifying round to the knockout round. \"</p><p>From industrial MSG to white oil, the popularity of lithium reflects the extraordinary development of electric vehicles and the beginning of a global energy revolution, but the future is not very clear.</p><p>In fact, under the test of soaring raw materials and battery shortage led by lithium, the elimination of car companies is already accelerating.</p><p>\"Death before you leave the teacher\", the new energy vehicle market where heroes compete for hegemony, no one wants to disappear as soon as they come on the stage and just come up, but the fact is cruel. In this chicken game of price increase, only the strong can become the ultimate survivors.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3656416\">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/4f75d0ede21223eaf9fe549bb0924110","relate_stocks":{"BK4555":"新能源车","BK4503":"景林资产持仓","02333":"长城汽车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK1539":"汽车股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","02015":"理想汽车-W","BK1522":"燃料电池","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4550":"红杉资本持仓","BK1540":"电池","BK1119":"汽车制造商","BK4548":"巴美列捷福持仓","BK1509":"特斯拉概念股","BK4574":"无人驾驶","XPEV":"小鹏汽车","BK4551":"寇图资本持仓","09868":"小鹏汽车-W","01211":"比亚迪股份","TSLA":"特斯拉","BK4509":"腾讯概念","BK1588":"回港中概股","NIO":"蔚来","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","LI":"理想汽车","BK1575":"同股不同权","BK4527":"明星科技股","BK1594":"碳中和概念股","BK4531":"中概回港概念","BK4511":"特斯拉概念","BK4526":"热门中概股","BK1582":"深圳本地概念股","BK4099":"汽车制造商","BK4534":"瑞士信贷持仓","BK1587":"次新股","BK4563":"昨日强势股"},"source_url":"https://wallstreetcn.com/articles/3656416","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2225527069","content_text":"从默默无闻到撼动行业。仅仅一年多时间，从5万/吨涨到50万/吨，锂的疯狂得益于新能源汽车市场的爆发，过去不受待见的“工业味精”锂，华丽变身为新时代的“白色石油”，身价暴涨，一吨难求！仅仅一年多时间，从5万/吨涨到50万/吨，这就是疯狂的锂（碳酸锂）！得益于新能源汽车市场的爆发，过去不受待见的“工业味精”锂，华丽变身为新时代的“白色石油”，身价暴涨，一吨难求。如此惊人的涨幅，引起了许多人的关注。3月26日，全国政协副主席、中国科协主席万钢也表示惊到了:“碳酸锂居然可以在去年一年当中增⻓10倍!”蔚来董事⻓李斌则直指，碳酸锂的涨价有投机性，有人在炒作。过去一年，锂价上涨让一些囤货的贸易商获利颇丰，实现了人生的逆袭；也让动力电池厂商和汽⻋公司叫苦不迭，难以承受。焦虑和担忧正在蔓延。这场由碳酸锂涨价引发的“血案”，推高了动力电池的价格，也传导到了汽⻋销售端，3月开始，多家⻋企纷纷涨价，不再掩饰。这一波猛烈的碳酸锂涨价潮，固然有投机炒作的成分，但根源仍是供需关系不平衡。短期内，碳酸锂和动力电池的价格很难下跌。这对许多⻋企而言是灾难性的，电动⻋行业即将迎来一场大洗牌。一些汽⻋品牌，可能就要从此消失了。一年十倍一场猝不及防的电动⻋涨价潮，就这样在阳春三月上演了。广汽埃安、特斯拉、奇瑞、小鹏、哪吒、零跑、威⻢、⻓城欧拉等，近二十家⻋企纷纷宣布涨价，区间从3千-3万不等。就连自产电池的比亚迪也没扛住。3月16日，比亚迪对旗下10款⻋型共39款配置进行了调价，上调幅度从3-6千元不等。看得出，在3月的这波涨价潮中，没有几家⻋企继续矜持。这似乎是一次压抑许久的释放。而这波涨价的导火索，是动力电池原材料成本的大幅上涨，尤其是电池重要的正极原料碳酸锂价格的跳涨。SMM(上海有色)数据显示，短短一年的时间内，碳酸锂的价格从2021年初的5.46万元涨到了2022年3月的51.65万元/吨。原材料如此巨大的涨幅下，下游的电池厂商也跟着涨价。孚能科技高级副总裁兼董秘张峰表示，目前动力电池涨价基本都在25%以上。3月19日，理想汽车董事长兼CEO李想也在微博发文称，二季度电池成本上涨的幅度非常离谱。东方证券研报显示，即便是规模大、议价能力强的头部电池企业，其⻓单锁价、原材料锁定能力优势也无法匹配原材料涨价速度。3月21日，宁德时代表示，因为上游原材料价格大幅上涨，公司将动态调整部分电池产品价格。电池商的成本压力巨大，避免“破防”不得已向下传导。而年前刚经历过补贴退坡的⻋企，本就没盈利，面对来势汹汹的高价电池和产能不足，无奈只能选择涨价维持利润和产销的平衡。一边是电池厂商和汽⻋公司陷入拉锯战，另一边厢，锂价的⻜涨，让矿产公司赚得盆满钵满。根据锂电巨头赣锋锂业2021年报，公司去年营收同比增加了一倍，归母净利润翻了四倍多（410%）达到了52.28亿元。赣锋锂业创始人李良彬，则借着这波东风，身价飙升至365亿元，在《2022胡润全球富豪榜》中稳坐江西首富的宝座。一直深陷亏损泥潭的天⻬锂业，则靠着锂价上涨直接上岸。其2021年业绩预告显示，从2020年亏18.3亿，直接扭转为盈利8-24亿元，一举结束了⻓达两年的亏损。谁在炒作?锂价的上涨，成为了新能源产业的“众矢之的”，有人认为，这里面有很大的炒作成分。中汽协副秘书⻓陈士华称，本轮原材料价格超常规上涨，不能简单归结为供需矛盾，属于非理性上涨，其背后有推手，可能有人囤货居奇，人为借机炒作。在碳酸锂变为电池装⻋的过程中，大概有四个环节，锂矿-贸易商-电池厂商-汽⻋公司。上游锂矿/锂盐湖⻧水采选、精炼、生产为碳酸锂;再由中游制成正极材料、再和其他材料共同封装为电池;最后下游⻋企采购装⻋。而在上游和中游之间，还有一个类似做市商的锂盐贸易商“夹层”，在本轮的上涨中起到了推波助澜的作用。由于绝大部分锂矿供给被⻓单锁定，以至于市场上可供交易的流动性锂矿稀缺。去年至今，碳酸锂企业每天都是按“时价”结算，“上⻔求购的客户不问价格，大家都是有货就拿。因为没有多余库存，甚至托关系都拿不到货。”⻘海一家碳酸锂企业表示。面对货源的紧俏，和中游巨大的采购热情，一些贸易商疑似借机囤货炒作，哄抬市价。过去，贸易商作为夹层，一直为厂商垫付并承担⻛险，如今锂的“身价飙涨”，作为中间商就有机会也有条件分一杯羹，甚至操纵价格。多位业内人士反映，去年三季度，有贸易商趁着矿企季节性的减产而积极囤货。“截流惜售”后导致下游采购难度增大，锂价被拉升。而在去年四季度到今年一季度期间，锂价再次飙涨。湘财证券称，考虑该时段内盐湖季节性减产、海外锂供给不稳定，叠加下游春节备货，锂价迅速从20万级别推至50万级别。在贸易商下一环节的正级厂、电池厂，都在群雄争霸抢夺市占率，高速扩产以满足下游⻋企源源不断的电池订单。为了避免“无米之炊”发生，也要分散锂价持续疯⻓的不确定性，电池厂也争抢囤积原料，恐慌性的抢购给本就离谱的锂价火上添油。供需失衡是什么让四年前不到4万/吨的碳酸锂如此疯狂？根源仍在供需关系的失衡。伴随锂价上涨的，是在被称为“新能源汽⻋元年”的2021年，新能源汽⻋的产销，双双迈过了350万辆大关，暴涨1.6倍。这一趋势今年还在持续。乘联会数据显示，2月新能源乘用⻋零售销量达到27.2万辆，同比增⻓180.5%。今年1-2月，新能源乘用⻋零售销量达到62.4万辆，同比增⻓153.2%。各家⻋企都提出了惊人的产能规划，想方设法拼命扩产。特斯拉计划今年销售要比去年增长50%，也就是大约150万辆左右，2030年销量则要达到两千万辆。理想则有2025年160万台的销售目标；小鹏也提出了2025年要达到10%以上市占率，预估超百万辆。井喷的需求导致动力电池供不应求，缺口极大。此前SNEResearch预测，到2023年全球电动汽⻋对动力电池的需求达406千兆瓦时，而动力电池供应预计为335千兆瓦时，缺口约18%。到2025年，缺口将扩大到约40%。与此同时，作为动力电池的主要原材料，锂供给严重紧缺。之前作为一种不怎么“红”的原材料，国内有八成碳酸锂依赖海外进口。在2020年，诸多因素导致锂价陷入低谷，跌回十年前，全球几家主要的生产商宣告破产；而2021年，新能源汽车市场大爆发，对动力电池的需求大增，尽管一些锂矿有新建/扩产计划，但受疫情影响推迟或中断，产能未跟上。根据国际能源署统计，南美盐湖从发现至投产平均耗时7年，澳大利亚锂辉石矿山从发现至投产平均耗时4年，产能建设周期长，锂供给刚性，供需矛盾下锂价开启强势上涨。碳酸锂的疯涨，引起有关部⻔的高度关注。3月16日，工信部明确表示将打击锂、镍等资源囤积居奇、哄抬物价等不正当竞争行为，并对部分锂盐企业进行了约谈，指导锂盐企业直接出货给中游，“希望大家涨慢一点”。受监管影响，目前碳酸锂的价格已经跌破50万元/吨的大关。SMM数据截至3月30日，电池级磷酸铁锂的均价已经来到了48.5万/吨的位置。有券商机构也表示，碳酸锂采购价格已开始松动，实际成交价在45-50万元/吨。中下游的联合抵制也是一股力量。华尔街⻅闻了解到，中下游正极厂、电池厂抵制并弃采50万以上高价锂盐的，并非一两家。种种迹象显示，意味着，锂矿的价格已至高位，炒作风险极大，供需关系也开始重构了。但要解决需求错配的矛盾，国融证券认为，中⻓期还得等待海外⻄澳锂矿以及阿根廷盐湖的产能释放。这意味着，锂的缺口短期内难以解决，⻋企仍需忍受来自电池价格与供应的掣肘。⻋企洗牌锂价的飙升以及由此引发的动力电池价格上涨，给一些车企带来了致命一击。在一辆新能源汽车中，动力电池成本就占了三、四成。显然，这对总价低、毛利率低的车企极为不利。在涨价潮中，售价低于10万的A00-A0级纯电动车压力较大。多位车企人士曾表示，这一区间消费者对价格极其敏感。乘联会数据显示，今年1月份，中国市场共28款A00级纯电动汽⻋在售，价格在10万元左右，其中五菱宏光MINIEV1、欧拉黑猫、白猫价位都没超过9万。成本上涨对于A00⻋型盈利空间挤压很大。根据上汽通用五菱汽车2020年财报，公司营收额729.27亿元，但归属于母公司净利润仅为1.42亿元，分摊到每辆车上，仅有89元钱。甚至有的⻋型已经亏损。2月14日欧拉品牌下达通知，要求经销商暂停接受欧拉黑猫、白猫的订单。2022年2月23日，欧拉品牌CEO董玉东回应“停产风波“时坦言：虽然欧拉品牌背后有产业链的优势，但这款小车仍然给公司带来了巨额亏损！黑猫单台亏损超万元。实际上，此前A00⻋型之所以敢如此薄利销售，是因为在新能源汽⻋双积分政策下，销售电⻋获取的积分具有很强的变现能力。但积分优惠政策逐渐退潮，上游涨价的压力又难以向消费者传导，中低端市场的⻋企面对这一轮的涨价⻛波，生存便成了难题。反观中高端的车企，则是适应性更强一些。特斯拉的订单目前未受涨价影响，Model3和Y交付周期延⻓到了16~20周，甚至部分型号已经排到了2023年初。华尔街⻅闻从小鹏汽⻋⻔店了解到，由于这次涨价提前三天进行了预告，即便是调价后的销量也很稳定。国海证券认为，涨价潮将是对新能源汽⻋市场的一次洗牌，市场份额将向优质品牌进一步集中。乘联会的数据显示，去年有11家⻋企没有上报销量，今年的1-2月，这个数字上升到了22家。“未来80%的自主品牌会关、停、并、转，90%的造⻋新势力要玩完。在整个汽⻋市场，排名数一数二的企业都会面临巨大的生存和发展问题，都有可能会活不下去。”长安汽车董事长朱华荣认为。在1月份的创业家年会上，小鹏汽车董事长何小鹏也坦言，“几年之后，整个智能汽⻋领域会从春秋时期进入战国时期，从资格赛进入到淘汰赛。”从工业味精到白色石油，锂的走红折射了电动车的超常发展，以及见证了全球能源革命的开端，但未来并不十分清晰。事实上在以锂为首的这场原材料疯涨、电池紧缺的考验下，车企的淘汰赛已经在加速了。“出师未捷身先死”，群雄争霸的新能源汽车市场，谁也不想在一上场、刚冒头时就消失，但事实很残酷，在涨价的这场吃鸡游戏中，只有强者才能成为最终的幸存者。","news_type":1,"symbols_score_info":{"01211":0.62,"EVS.SI":0.6,"09868":0.9,"LI":0.6,"XPEV":0.9,"NIO":0.9,"TSLA":0.75,"02015":0.75,"02333":0.9}},"isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038901808,"gmtCreate":1646705450925,"gmtModify":1676534153103,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088770777339480","idStr":"4088770777339480"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038901808","repostId":"1198510306","repostType":2,"repost":{"id":"1198510306","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1646696733,"share":"https://ttm.financial/m/news/1198510306?lang=en_US&edition=fundamental","pubTime":"2022-03-08 07:45","market":"us","language":"zh","title":"Last Night and This Morning | The Nasdaq fell into a bear market! European Stocks Into Bear as Energy Prices Surge","url":"https://stock-news.laohu8.com/highlight/detail?id=1198510306","media":"老虎资讯综合","summary":"摘要：①美股周一大幅收跌，标普跌近3%，纳指跌超3%跌入熊市；②商品期货再度大涨，伦镍一度暴涨近80%；③第三轮俄乌谈判无实质结果，停火磋商将继续进行；④、欧盟计划今年将对俄罗斯天然气的依赖程度降低近","content":"<p><html><head></head><body>Abstract: ① U.S. stocks closed sharply on Monday, with S&P falling nearly 3%, and Nasdaq falling more than 3% into a bear market; ② Commodity futures rose again, and Lun Nickel once soared by nearly 80%; ③ There is no substantive result in the third round of Russia-Ukraine negotiations, and the ceasefire consultations will continue; ④ The EU plans to reduce its dependence on Russian natural gas by nearly 80% this year. Overseas markets</p><p>1. Closing: Conflict situation and inflation worries pressured U.S. stocks to close down the Dow dropped 800 points</p><p>U.S. stocks closed sharply lower on Monday, with the S&P falling nearly 3%, the biggest decline in more than a year, the Dow falling nearly 800 points, and the Nasdaq falling more than 3%, falling into a bear market, all hitting a one-year low. The Dow fell 2.37%, the Nasdaq fell 3.62% and the S&P 500 fell 2.95%.</p><p>2. Most popular Chinese stocks closed lower on Monday<a href=\"https://laohu8.com/S/NIU\">Mavericks Electric</a>Down nearly 17%<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Dropped more than 8%</p><p>Most popular Chinese stocks closed lower on Monday, with Mavericks Electric falling nearly 17%, and the financial report showed that Q4 net profit fell 18% year-on-year;<a href=\"https://laohu8.com/S/LAIX\">Fluency theory</a>It fell by over 17%, and Bilibili fell by over 8%; New energy vehicle stocks are lower,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It fell nearly 8%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>fell by more than 5%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars fell more than 2%.</p><p><a href=\"https://laohu8.com/S/SPI\">Solar Impulse</a>It rose by more than 28%,<a href=\"https://laohu8.com/S/KXIN\">Happy car</a>It rose by more than 21%, and education together rose by more than 10%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>Youdao rose by more than 8%,<a href=\"https://laohu8.com/S/WIMI\">Micro-holography</a>rose by more than 6%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>rose by more than 4%,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>It rose by more than 3%.</p><p>3. U.S. or boycott Russian crude oil U.S. WTI crude oil closed 3.2% higher</p><p>Crude oil futures prices have been supported as countries such as the United States and Britain consider banning the import of Russian oil. West Texas Intermediate (WTI) crude oil for April delivery rose $3.72, or 3.2%, to close at $119.40 a barrel on the New York Mercantile Exchange. On a near-month contract basis, it was the highest closing price since September 2008, according to FactSet data. Last week, WTI crude oil rose 26.30% cumulatively.</p><p>4. Brent was once close to $140 The possibility of a Russian oil embargo raises crisis fears</p><p>Oil prices posted their biggest daily swing ever, surging to nearly $140 earlier before falling back as the United States said it was considering a ban on Russian crude imports, exacerbating the possibility of tight supplies.</p><p>Brent oil retreated to around $121. Such oil price levels are heightening fears of a major inflationary shock to the global economy. The Biden administration is considering whether to ban Russian oil imports, at least initially, without European allies participating, people familiar with the matter said. Germany said it had no plans to suspend imports of Russian energy, adding to the volatility in the market.</p><p>5. Gold futures closed 1.5% higher on Monday and once broke through the $2,000 mark in intraday session</p><p>Gold futures closed higher on Monday and hit their highest close since August 2020. The conflict between Russia and Ukraine has escalated again, causing risk aversion to rise, pushing the price of gold futures to break through the $2,000 per ounce mark on Monday.</p><p>Gold futures for April delivery on the New York Mercantile Exchange rose $29.30, or 1.5%, to close at $1995.90 an ounce, after rising to $2007.50 an ounce during the session.</p><p>6. European stocks fall into bear market amid surging energy prices</p><p>European stocks fell to their lowest level in a year, with the DAX and the euro zone's Stoxx 50 index closing bear markets as soaring oil prices raised fears that high inflation would hurt economic growth.</p><p>The DAX closed down 2% to its lowest level since November 2020, cumulatively down 21% from a record high in January. The euro zone's Stoxx 50 index closed down 1.2%, also closing in a bear market.</p><p>7. European natural gas prices soared 79%. Market chaos pushed prices to new records</p><p>Europe's benchmark natural gas futures surged 79% to the equivalent of more than $600 a barrel of crude oil, amid the most chaotic trading conditions on record. A surge could trigger massive margin calls, prompting businesses to buy exchange contracts to avoid paying cash, which in turn causes futures prices to soar further.</p><p>Related to the Russia-Ukraine situation</p><p>1. The ceasefire negotiations in the third round of Russia-Ukraine negotiations will continue without substantive results</p><p>After the third round of Russian-Ukrainian negotiations, a member of the Ukrainian delegation said that consultations with Russia on a ceasefire and cessation of hostilities would continue, and that there is still no substantive result on related issues so far. Podolyak, an adviser to the Ukrainian presidential office, also said that the third round of Russia-Ukraine talks failed to achieve results that could substantially improve the situation.</p><p>Mezinsky, head of the Russian delegation, said that Russia hopes that the humanitarian corridor will start operating from tomorrow, and Ukraine has given guarantees to this. Russia's desired goal for talks with Ukraine in Brest Oblast fell short.</p><p>2. The impact of the Russia-Ukraine war has been shown on food shelves in many countries. Worries about the global food crisis are heating up</p><p>The impact of Russia's military campaign in Ukraine on global crop markets has been seen on store shelves.</p><p>A video of people scrambling for lower-priced sunflower seed oil in a store caused buzz amid a rush to buy over the weekend in Turkey amid fears of soaring sunflower oil prices; Some supermarket chain websites are out of stock</p><p>In Egypt, the world's largest importer of wheat, the price of some unsubsidized bread has risen sharply over the past week due to higher costs; In the Greater Cairo area, a pack of five slices of noodles costs about 7.50 Egyptian pounds ($0.48), compared to 5 Egyptian pounds a week ago.</p><p>3. The conflict between Ukraine and Russia subverts the global shipping industry, and shipping rates may rise by two to three times</p><p>The Ukraine-Russia war threatens to upend the global shipping industry, which is recovering from the COVID-19 pandemic. Maersk (AMKBY.US), the largest marine container group, and Mediterranean Shipping have suspended business bookings to and from Russia as sanctions begin to have an impact on trade.</p><p>Glenn Koepke of FourKites, a supply chain consultancy, said shipping rates could even rise two to three times from the current price of $10,000 per 40-foot container.</p><p>International macro</p><p>1. The EU plans to reduce its dependence on Russian gas by nearly 80% this year</p><p>The European Commission is plotting a path to ending its reliance on Russian gas, which could lead to a nearly 80% reduction in import demand this year, according to two officials familiar with the matter. To weaken the Kremlin's leverage, the European Commission revised its energy strategy after Russian President Vladimir Putin launched a military campaign against Ukraine. The plan, which will be submitted Tuesday, includes finding new sources of natural gas and improving energy efficiency, with the goal of weaning itself from Russia well before 2030, an official said.</p><p>2. Members of the U.S. House and Senate reach agreement on the outline of a bill to sanction Russia</p><p>Four top leaders of the U.S. Senate and House of Representatives issued a statement that they have reached an agreement on the outline of the bill sanctioning Russia, saying they will work together to draft bills suspending normal trade relations with Russia and Belarus and authorizing the Biden administration to raise tariffs for both countries.</p><p>3. Russian gold was shut out of the London market. The certification qualifications of all gold smelters were suspended</p><p>The London Gold and Silver Market Association on Monday said it suspended all six Russian gold and silver smelters as merit deliverers following sanctions imposed on Russia by the United States, the European Union and the United Kingdom. Products manufactured by these businesses prior to the eligibility suspension will still be accepted.</p><p>Britain will \"gradually\" wean itself from Russian oil and gas, Prime Minister says</p><p>British Prime Minister Boris Johnson has said Britain will \"gradually\" wean itself from Russian oil and gas in the face of tensions between Russia and Ukraine. He also called on Western countries to work together to secure energy alternatives.</p><p>After meeting with Canadian Prime Minister Trudeau and Dutch Prime Minister Rutte on the same day, Johnson said that Britain will formulate a new energy supply strategy in the coming days, noting that Britain is considering using more of its own fossil fuels. But he also stressed that Britain has not abandoned its commitment to reduce carbon emissions.</p><p>5. The problem of eating is imminent. The EU may consider relaxing the import ban of genetically modified grains and herbicide-related crops</p><p>As the world's major crude oil and grain producers are in turmoil, the European Union, which insists on high standards on rations imports, is also starting to worry about eating.</p><p>The European Union may consider temporarily lifting its ban on imports of genetically modified grains from the United States and South America to help farmers navigate the chaotic times ahead, Spanish Agriculture Minister Luis Planas was quoted as saying by media on Monday. Spain and France have also proposed exemptions for those who have used herbicides<a href=\"https://laohu8.com/S/000061\">Agricultural Products</a>Imports, mainly to increase stocks and to find alternative supply channels for important grains, mainly corn, which are also a major source of animal feed.</p><p>Company News</p><p>1、<a href=\"https://ttm.financial/NW/1133636608\" target=\"_blank\">Uber Raises Q1 Outlook: Consumers Eager to Get Back Around</a></p><p>Uber reportedly raised its first-quarter 2022 results forecast as pandemic-impacted travel demand rebounded faster than expected. At one point, Uber shares were up about 2% in premarket trading on March 7. Meanwhile, shares of rival Lyft are up more than 2%.</p><p>Uber said in a filing with the U.S. Securities and Exchange Commission (SEC) that it now expects its adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) to be between $130 million and $150 million in the first quarter of this year, higher than the previous estimate of between $100 million and $130 million.</p><p>2、<a href=\"https://ttm.financial/NW/1185303476\" target=\"_blank\">Intel's self-driving business unit Mobileye secretly submits IPO application</a></p><p>According to reports, Intel Corporation announced on March 7 that Mobileye, its autonomous vehicle business unit, has secretly submitted a draft Form S-1 registration statement to the U.S. Securities and Exchange Commission (SEC) for an initial public offering (IPO) of new Mobileye shares. At present, the number and price of new shares to be offered have not been determined. The IPO date will take place after the SEC completes its evaluation process, and the exact timing will also depend on the market and other conditions.</p><p>3、<a href=\"https://ttm.financial/NW/2217544945\" target=\"_blank\">Tesla Most Bulls: Berlin 'Gigafactory' Approved The Stock's Biggest Suspense Clear</a></p><p>Dan Ives, a well-known Tesla bull and analyst at investment bank Wedbush, said in a note to investors on March 6th that it is crucial for Tesla to get the Berlin \"Gigafactory\" approved for production.</p><p>\"The Tesla stock 'biggest suspense' has been removed after German authorities said Tesla could start production at its new factory in Berlin,\" Ives wrote.</p><p>4、<a href=\"https://ttm.financial/NW/2217448301\" target=\"_blank\">Wedbush: Spring conference coming soon gives Apple an \"outperform\" rating</a></p><p>Apple will hold its 2022 Spring Conference at 10 a.m. local time on March 8 (2 a.m. Beijing time on March 9). It is widely expected to launch a new iPhone SE with 5G capabilities, as well as a new iPad Air and Mac using its M-series chips. Wedbush Securities believes that all of the above products will become \"popular products\" for Apple. Wedbush analyst Dan Ives has an \"outperform\" rating on Apple with a $200 price target.</p><p>5、<a href=\"https://ttm.financial/NW/2217415574\" target=\"_blank\">Coal giant Peabody plunged more than 24% at one point and was forced to add a large margin call as coal prices soared</a></p><p>On Monday, March 7th, Peabody Energy, the world's largest private coal company, once plunged by more than 24% in the US stock market, falling sharply from the nearly three-year high since mid-May 2019 set last Friday, nearly erasing all the gains in the month.</p><p>That's largely due to the company's announcement that, with<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>A financing arrangement was entered into, with the latter providing a $150 million unsecured multi-drawable credit facility to support \"potential liquidity needs in the near term\" for Peabody, whose coal mines are mainly located in the United States and Australia.</p><p>6、<a href=\"https://ttm.financial/NW/2217541424\" target=\"_blank\">Refuse to follow the trend! Uniqlo's founder says it will continue to operate in Russia</a></p><p>After the escalation of the Russia-Ukraine conflict, while Western countries imposed sanctions on Russia, large European and American enterprises also withdrew from the country. While waves of companies have opted out of the Russian market, others have refused to follow suit and insisted on continuing to operate their operations in Russia.</p><p>7、<a href=\"https://ttm.financial/NW/2217344063\" target=\"_blank\">Buffett talks about increasing holdings of Occidental Petroleum: $4.5 billion invested in five days, buy as much as you can</a></p><p><a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Warren Buffett, chairman of Hathaway, disclosed in an interview Monday that he recently made a big increase in his holdings<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>The story of the company's shares said that he spent $4.5 billion in five trading days last week to buy 91.2 million shares, worth more than $5 billion at the current share price.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last Night and This Morning | The Nasdaq fell into a bear market! European Stocks Into Bear as Energy Prices Surge</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast Night and This Morning | The Nasdaq fell into a bear market! European Stocks Into Bear as Energy Prices Surge\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-03-08 07:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① U.S. stocks closed sharply on Monday, with S&P falling nearly 3%, and Nasdaq falling more than 3% into a bear market; ② Commodity futures rose again, and Lun Nickel once soared by nearly 80%; ③ There is no substantive result in the third round of Russia-Ukraine negotiations, and the ceasefire consultations will continue; ④ The EU plans to reduce its dependence on Russian natural gas by nearly 80% this year. Overseas markets</p><p>1. Closing: Conflict situation and inflation worries pressured U.S. stocks to close down the Dow dropped 800 points</p><p>U.S. stocks closed sharply lower on Monday, with the S&P falling nearly 3%, the biggest decline in more than a year, the Dow falling nearly 800 points, and the Nasdaq falling more than 3%, falling into a bear market, all hitting a one-year low. The Dow fell 2.37%, the Nasdaq fell 3.62% and the S&P 500 fell 2.95%.</p><p>2. Most popular Chinese stocks closed lower on Monday<a href=\"https://laohu8.com/S/NIU\">Mavericks Electric</a>Down nearly 17%<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Dropped more than 8%</p><p>Most popular Chinese stocks closed lower on Monday, with Mavericks Electric falling nearly 17%, and the financial report showed that Q4 net profit fell 18% year-on-year;<a href=\"https://laohu8.com/S/LAIX\">Fluency theory</a>It fell by over 17%, and Bilibili fell by over 8%; New energy vehicle stocks are lower,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It fell nearly 8%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>fell by more than 5%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars fell more than 2%.</p><p><a href=\"https://laohu8.com/S/SPI\">Solar Impulse</a>It rose by more than 28%,<a href=\"https://laohu8.com/S/KXIN\">Happy car</a>It rose by more than 21%, and education together rose by more than 10%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>Youdao rose by more than 8%,<a href=\"https://laohu8.com/S/WIMI\">Micro-holography</a>rose by more than 6%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>rose by more than 4%,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>It rose by more than 3%.</p><p>3. U.S. or boycott Russian crude oil U.S. WTI crude oil closed 3.2% higher</p><p>Crude oil futures prices have been supported as countries such as the United States and Britain consider banning the import of Russian oil. West Texas Intermediate (WTI) crude oil for April delivery rose $3.72, or 3.2%, to close at $119.40 a barrel on the New York Mercantile Exchange. On a near-month contract basis, it was the highest closing price since September 2008, according to FactSet data. Last week, WTI crude oil rose 26.30% cumulatively.</p><p>4. Brent was once close to $140 The possibility of a Russian oil embargo raises crisis fears</p><p>Oil prices posted their biggest daily swing ever, surging to nearly $140 earlier before falling back as the United States said it was considering a ban on Russian crude imports, exacerbating the possibility of tight supplies.</p><p>Brent oil retreated to around $121. Such oil price levels are heightening fears of a major inflationary shock to the global economy. The Biden administration is considering whether to ban Russian oil imports, at least initially, without European allies participating, people familiar with the matter said. Germany said it had no plans to suspend imports of Russian energy, adding to the volatility in the market.</p><p>5. Gold futures closed 1.5% higher on Monday and once broke through the $2,000 mark in intraday session</p><p>Gold futures closed higher on Monday and hit their highest close since August 2020. The conflict between Russia and Ukraine has escalated again, causing risk aversion to rise, pushing the price of gold futures to break through the $2,000 per ounce mark on Monday.</p><p>Gold futures for April delivery on the New York Mercantile Exchange rose $29.30, or 1.5%, to close at $1995.90 an ounce, after rising to $2007.50 an ounce during the session.</p><p>6. European stocks fall into bear market amid surging energy prices</p><p>European stocks fell to their lowest level in a year, with the DAX and the euro zone's Stoxx 50 index closing bear markets as soaring oil prices raised fears that high inflation would hurt economic growth.</p><p>The DAX closed down 2% to its lowest level since November 2020, cumulatively down 21% from a record high in January. The euro zone's Stoxx 50 index closed down 1.2%, also closing in a bear market.</p><p>7. European natural gas prices soared 79%. Market chaos pushed prices to new records</p><p>Europe's benchmark natural gas futures surged 79% to the equivalent of more than $600 a barrel of crude oil, amid the most chaotic trading conditions on record. A surge could trigger massive margin calls, prompting businesses to buy exchange contracts to avoid paying cash, which in turn causes futures prices to soar further.</p><p>Related to the Russia-Ukraine situation</p><p>1. The ceasefire negotiations in the third round of Russia-Ukraine negotiations will continue without substantive results</p><p>After the third round of Russian-Ukrainian negotiations, a member of the Ukrainian delegation said that consultations with Russia on a ceasefire and cessation of hostilities would continue, and that there is still no substantive result on related issues so far. Podolyak, an adviser to the Ukrainian presidential office, also said that the third round of Russia-Ukraine talks failed to achieve results that could substantially improve the situation.</p><p>Mezinsky, head of the Russian delegation, said that Russia hopes that the humanitarian corridor will start operating from tomorrow, and Ukraine has given guarantees to this. Russia's desired goal for talks with Ukraine in Brest Oblast fell short.</p><p>2. The impact of the Russia-Ukraine war has been shown on food shelves in many countries. Worries about the global food crisis are heating up</p><p>The impact of Russia's military campaign in Ukraine on global crop markets has been seen on store shelves.</p><p>A video of people scrambling for lower-priced sunflower seed oil in a store caused buzz amid a rush to buy over the weekend in Turkey amid fears of soaring sunflower oil prices; Some supermarket chain websites are out of stock</p><p>In Egypt, the world's largest importer of wheat, the price of some unsubsidized bread has risen sharply over the past week due to higher costs; In the Greater Cairo area, a pack of five slices of noodles costs about 7.50 Egyptian pounds ($0.48), compared to 5 Egyptian pounds a week ago.</p><p>3. The conflict between Ukraine and Russia subverts the global shipping industry, and shipping rates may rise by two to three times</p><p>The Ukraine-Russia war threatens to upend the global shipping industry, which is recovering from the COVID-19 pandemic. Maersk (AMKBY.US), the largest marine container group, and Mediterranean Shipping have suspended business bookings to and from Russia as sanctions begin to have an impact on trade.</p><p>Glenn Koepke of FourKites, a supply chain consultancy, said shipping rates could even rise two to three times from the current price of $10,000 per 40-foot container.</p><p>International macro</p><p>1. The EU plans to reduce its dependence on Russian gas by nearly 80% this year</p><p>The European Commission is plotting a path to ending its reliance on Russian gas, which could lead to a nearly 80% reduction in import demand this year, according to two officials familiar with the matter. To weaken the Kremlin's leverage, the European Commission revised its energy strategy after Russian President Vladimir Putin launched a military campaign against Ukraine. The plan, which will be submitted Tuesday, includes finding new sources of natural gas and improving energy efficiency, with the goal of weaning itself from Russia well before 2030, an official said.</p><p>2. Members of the U.S. House and Senate reach agreement on the outline of a bill to sanction Russia</p><p>Four top leaders of the U.S. Senate and House of Representatives issued a statement that they have reached an agreement on the outline of the bill sanctioning Russia, saying they will work together to draft bills suspending normal trade relations with Russia and Belarus and authorizing the Biden administration to raise tariffs for both countries.</p><p>3. Russian gold was shut out of the London market. The certification qualifications of all gold smelters were suspended</p><p>The London Gold and Silver Market Association on Monday said it suspended all six Russian gold and silver smelters as merit deliverers following sanctions imposed on Russia by the United States, the European Union and the United Kingdom. Products manufactured by these businesses prior to the eligibility suspension will still be accepted.</p><p>Britain will \"gradually\" wean itself from Russian oil and gas, Prime Minister says</p><p>British Prime Minister Boris Johnson has said Britain will \"gradually\" wean itself from Russian oil and gas in the face of tensions between Russia and Ukraine. He also called on Western countries to work together to secure energy alternatives.</p><p>After meeting with Canadian Prime Minister Trudeau and Dutch Prime Minister Rutte on the same day, Johnson said that Britain will formulate a new energy supply strategy in the coming days, noting that Britain is considering using more of its own fossil fuels. But he also stressed that Britain has not abandoned its commitment to reduce carbon emissions.</p><p>5. The problem of eating is imminent. The EU may consider relaxing the import ban of genetically modified grains and herbicide-related crops</p><p>As the world's major crude oil and grain producers are in turmoil, the European Union, which insists on high standards on rations imports, is also starting to worry about eating.</p><p>The European Union may consider temporarily lifting its ban on imports of genetically modified grains from the United States and South America to help farmers navigate the chaotic times ahead, Spanish Agriculture Minister Luis Planas was quoted as saying by media on Monday. Spain and France have also proposed exemptions for those who have used herbicides<a href=\"https://laohu8.com/S/000061\">Agricultural Products</a>Imports, mainly to increase stocks and to find alternative supply channels for important grains, mainly corn, which are also a major source of animal feed.</p><p>Company News</p><p>1、<a href=\"https://ttm.financial/NW/1133636608\" target=\"_blank\">Uber Raises Q1 Outlook: Consumers Eager to Get Back Around</a></p><p>Uber reportedly raised its first-quarter 2022 results forecast as pandemic-impacted travel demand rebounded faster than expected. At one point, Uber shares were up about 2% in premarket trading on March 7. Meanwhile, shares of rival Lyft are up more than 2%.</p><p>Uber said in a filing with the U.S. Securities and Exchange Commission (SEC) that it now expects its adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) to be between $130 million and $150 million in the first quarter of this year, higher than the previous estimate of between $100 million and $130 million.</p><p>2、<a href=\"https://ttm.financial/NW/1185303476\" target=\"_blank\">Intel's self-driving business unit Mobileye secretly submits IPO application</a></p><p>According to reports, Intel Corporation announced on March 7 that Mobileye, its autonomous vehicle business unit, has secretly submitted a draft Form S-1 registration statement to the U.S. Securities and Exchange Commission (SEC) for an initial public offering (IPO) of new Mobileye shares. At present, the number and price of new shares to be offered have not been determined. The IPO date will take place after the SEC completes its evaluation process, and the exact timing will also depend on the market and other conditions.</p><p>3、<a href=\"https://ttm.financial/NW/2217544945\" target=\"_blank\">Tesla Most Bulls: Berlin 'Gigafactory' Approved The Stock's Biggest Suspense Clear</a></p><p>Dan Ives, a well-known Tesla bull and analyst at investment bank Wedbush, said in a note to investors on March 6th that it is crucial for Tesla to get the Berlin \"Gigafactory\" approved for production.</p><p>\"The Tesla stock 'biggest suspense' has been removed after German authorities said Tesla could start production at its new factory in Berlin,\" Ives wrote.</p><p>4、<a href=\"https://ttm.financial/NW/2217448301\" target=\"_blank\">Wedbush: Spring conference coming soon gives Apple an \"outperform\" rating</a></p><p>Apple will hold its 2022 Spring Conference at 10 a.m. local time on March 8 (2 a.m. Beijing time on March 9). It is widely expected to launch a new iPhone SE with 5G capabilities, as well as a new iPad Air and Mac using its M-series chips. Wedbush Securities believes that all of the above products will become \"popular products\" for Apple. Wedbush analyst Dan Ives has an \"outperform\" rating on Apple with a $200 price target.</p><p>5、<a href=\"https://ttm.financial/NW/2217415574\" target=\"_blank\">Coal giant Peabody plunged more than 24% at one point and was forced to add a large margin call as coal prices soared</a></p><p>On Monday, March 7th, Peabody Energy, the world's largest private coal company, once plunged by more than 24% in the US stock market, falling sharply from the nearly three-year high since mid-May 2019 set last Friday, nearly erasing all the gains in the month.</p><p>That's largely due to the company's announcement that, with<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>A financing arrangement was entered into, with the latter providing a $150 million unsecured multi-drawable credit facility to support \"potential liquidity needs in the near term\" for Peabody, whose coal mines are mainly located in the United States and Australia.</p><p>6、<a href=\"https://ttm.financial/NW/2217541424\" target=\"_blank\">Refuse to follow the trend! Uniqlo's founder says it will continue to operate in Russia</a></p><p>After the escalation of the Russia-Ukraine conflict, while Western countries imposed sanctions on Russia, large European and American enterprises also withdrew from the country. While waves of companies have opted out of the Russian market, others have refused to follow suit and insisted on continuing to operate their operations in Russia.</p><p>7、<a href=\"https://ttm.financial/NW/2217344063\" target=\"_blank\">Buffett talks about increasing holdings of Occidental Petroleum: $4.5 billion invested in five days, buy as much as you can</a></p><p><a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Warren Buffett, chairman of Hathaway, disclosed in an interview Monday that he recently made a big increase in his holdings<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>The story of the company's shares said that he spent $4.5 billion in five trading days last week to buy 91.2 million shares, worth more than $5 billion at the current share price.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"SQQQ":"纳指三倍做空ETF",".SPX":"S&P 500 Index","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4561":"索罗斯持仓","BK4550":"红杉资本持仓","PSQ":"做空纳斯达克100指数ETF-ProShares","BK4534":"瑞士信贷持仓","03086":"华夏纳指",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198510306","content_text":"摘要：①美股周一大幅收跌，标普跌近3%，纳指跌超3%跌入熊市；②商品期货再度大涨，伦镍一度暴涨近80%；③第三轮俄乌谈判无实质结果，停火磋商将继续进行；④、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%。海外市场1、收盘：冲突局势与通胀忧虑施压 美股收跌道指下挫800点美股周一大幅收跌，标普跌近3%创逾一年最大跌幅，道指跌近800点，纳指跌超3%、跌入熊市，均创一年新低。道指跌2.37%，纳指跌3.62%，标普500指数跌2.95%。2、热门中概股周一收盘大多走低 小牛电动跌近17% 哔哩哔哩跌超8%热门中概股周一收盘大多走低，小牛电动跌近17%，财报显示Q4净利润同比下降18%；流利说跌超17%，哔哩哔哩跌超8%；新能源汽车股走低，小鹏汽车跌近8%，理想汽车跌超5%，蔚来汽车跌超2%。阳光动力涨超28%，开心汽车涨超21%，一起教育涨超10%，网易有道涨超8%，微美全息涨超6%，好未来涨超4%，高途涨超3%。3、美或抵制俄国原油 美国WTI原油收高3.2%由于美英等国考虑禁止进口俄罗斯石油，原油期货价格得到支撑。纽约商品交易所4月交割的西德克萨斯中质原油（WTI）上涨3.72美元，涨幅为3.2%，收于每桶119.40美元。FactSet数据显示，按照近月合约计算，这是自2008年9月以来的最高收盘价。上周WTI原油累计上涨26.30%。4、布伦特一度接近140美元 俄罗斯石油禁运的可能性引发危机担忧石油价格创有史以来最大单日波幅，早前一度飙升至近140美元的水平，之后回落，因美国表示正在考虑禁止进口俄罗斯原油，加剧了供应紧张的可能性。布伦特油价回落至121美元左右。这样的油价水平正在加剧全球经济遭遇重大通胀冲击的担忧。知情人士称，拜登政府正在考虑至少在初期是否在欧洲盟友不参与的情况下禁止进口俄罗斯石油。德国表示，没有暂停进口俄罗斯能源的计划，加剧了市场的波动。5、黄金期货周一收高1.5% 盘中一度突破2000美元关口黄金期货周一收高并创2020年8月以来的最高收盘价。俄乌冲突再度升级，令避险情绪高涨，推动周一黄金期货价格一度突破每盎司2000美元关口。纽约商品交易所4月交割的黄金期货价格上涨29.30美元，涨幅1.5%，收于每盎司1995.90美元，盘中一度上涨至每盎司2007.50美元。6、欧洲股市在能源价格飙升之际跌入熊市欧洲股市跌至一年来的最低水平，DAX指数和欧元区斯托克50指数收盘进入熊市，因为油价飙升引发了高通胀将损伤经济增长的担忧。DAX指数收盘下跌2％，至2020年11月以来的最低水平，从1月份的创纪录高位累计下跌21％。欧元区斯托克50指数收盘下跌1.2％，也收于熊市。7、欧洲天然气价格飙升79% 市场一片混乱推动价格刷新纪录欧洲基准天然气期货飙升79%，达到相当于每桶原油超过600美元，市场出现了有史以来最为混乱的交易状况。飙升可能引发大规模的追加保证金，促使企业购买交易所合约以避免支付现金，进而导致期货价格进一步飙升。俄乌局势相关1、第三轮俄乌谈判无实质结果 停火磋商将继续进行第三轮俄乌谈判结束后，乌克兰代表团的一名成员表示，与俄罗斯关于停火和停止敌对行动的磋商将继续进行，相关问题到目前仍没有实质性结果。乌克兰总统办公室顾问波多利亚克也表示，俄乌第三轮会谈没取得能实质改善局势的结果。俄罗斯代表团团长梅津斯基则表示，俄方希望人道主义走廊从明天开始运行，乌克兰方面对此给予了保证。俄罗斯对与乌克兰在布列斯特州会谈的预期目标未能实现。2、俄乌战争的影响已在多国食品货架上显现 全球粮食危机忧虑升温俄罗斯在乌克兰开展军事行动给全球农作物市场带来的冲击已在商店货架上显现。由于担心葵花籽油价格飙升，土耳其周末期间出现抢购，民众在一家商店争抢较低价葵花籽油的视频引起热议；部分连锁超市网站缺货在全球最大的小麦进口国埃及，由于成本走高，过去一周部分未受补贴的面包价格大幅上涨；在大开罗地区，一包五片面饼的售价约为7.5埃及镑（0.48美元），而一周前为5埃及镑。3、乌俄冲突颠覆全球航运业 海运费率或将上涨两至三倍乌俄战争有可能颠覆正从新冠肺炎疫情中复苏的全球航运业。随着制裁开始对贸易产生影响，最大的海运集装箱集团马士基（AMKBY.US）和Mediterranean Shipping已经暂停了往返俄罗斯的业务预订。供应链咨询公司FourKites的格伦•克普克表示，海运费率甚至可能从目前每40英尺集装箱1万美元的价格上涨两到三倍。国际宏观1、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%据两位知情官员透露，欧盟委员会正在规划结束对俄罗斯天然气依赖的路径，这可能导致今年进口需求减少近80%。为削弱克里姆林宫方面的筹码，欧盟委员会在俄罗斯总统普京发动对乌克兰的军事行动后修改能源战略。一位官员表示，这份计划将于周二提交，内容包括寻找新的天然气来源和提高能源效率，目标是远早于2030年摆脱对俄罗斯的依赖。2、美国参众两院议员就制裁俄罗斯的法案大纲达成协议美国参议院和众议院四位高层领导人发表声明，已就制裁俄罗斯的法案大纲达成协议，表示将共同起草法案，暂停与俄罗斯和白俄罗斯的正常贸易关系，并授权拜登政府提高面向两国的关税。3、俄罗斯黄金被伦敦市场拒之门外 所有黄金冶炼商的认证资格均被暂停伦敦金银市场协会周一表示，在美国、欧盟和英国对俄罗斯实施制裁后，该协会暂停了所有六家俄罗斯金银冶炼企业的优良交货商资格。这些企业在资格暂停之前生产的产品仍将被接受。4、英首相表示英国将“逐步”摆脱对俄罗斯石油和天然气的依赖英国首相鲍里斯·约翰逊表示，面对俄乌两国之间的紧张局势，英国将要“逐步”摆脱对俄罗斯石油和天然气的依赖。他同时呼吁西方各国要共同努力确保能源替代方案。约翰逊当天在与加拿大总理特鲁多和荷兰首相吕特会晤之后表示，英国将在未来几天制定新的能源供应战略，并指出英国正在考虑使用更多自己的化石燃料。但他同时强调，英国并没有放弃减少碳排放的承诺。5、吃饭问题迫在眉睫 欧盟或考虑放宽转基因谷物和涉除草剂作物进口禁令随着全球主要原油和粮食产地卷入动荡，在口粮进口问题上坚持高标准的欧盟也开始担忧起吃饭问题。据媒体周一援引西班牙农业大臣路易斯·普拉纳斯(Luis Planas)称，欧盟可能会考虑临时取消从美国和南美进口转基因谷物的禁令，帮助农民度过眼下这段混乱的时光。西班牙和法国也已经提议豁免使用过除草剂的农产品进口，主要是为了增加库存以及寻找以玉米为主的重要谷物替代供应渠道，这些产品也是动物饲料的主要来源。公司新闻1、Uber调高第一季度业绩预期：消费者渴望重新出行据报道，Uber上调了2022年第一季度业绩预期，原因是疫情影响的出行需求的反弹速度快于预期。3月7日盘前交易中，Uber股价一度上涨约 2%。与此同时，竞争对手Lyft的股价也上涨了2%以上。Uber在提交给美国证券交易委员会（SEC）的文件中称，现预计，今年第一季度调整后的EBITDA（息税折旧及摊销前利润） 将在1.3亿美元至1.5亿美元之间，高于之前预期的1亿美元至1.3亿美元之间。2、英特尔自动驾驶业务部门Mobileye秘密提交IPO申请据报道，英特尔公司3月7日宣布，旗下自动驾驶汽车业务部门Mobileye已向美国证券交易委员会（SEC）秘密提交Form S-1注册声明草案，拟首次公开发行（IPO）Mobileye新股。目前，新股发售数量和价格尚未确定。IPO日期将在SEC完成评估程序后进行，具体时间还要取决于市场和其他条件。3、特斯拉大多头：柏林“超级工厂”获批 该股最大悬念被清除特斯拉知名大多头、投行Wedbush分析师Dan Ives于3月6日在给投资者的一份报告中表示，柏林“超级工厂”获批生产对特斯拉来说至关重要。Ives写道，“在德国当局表示特斯拉可以在柏林的新工厂开始生产后，特斯拉股票‘最大悬念’已经被消除。”4、Wedbush：春季发布会即将召开 予苹果“跑赢大盘”评级苹果将于当地时间3月8日上午10点（北京时间3月9日凌晨2点）举办2022年春季发布会。市场普遍预计它将推出具有5G功能的新款iPhone SE，以及使用其M系列芯片的新iPad Air和Mac。Wedbush Securities认为，以上所有产品将成为苹果的“受欢迎产品”。Wedbush分析师Dan Ives予苹果“跑赢大盘”评级，目标价为200美元。5、煤炭巨头皮博迪一度暴跌超24%，被迫在煤价飙升时追加大额保证金3月7日周一，全球最大的私营煤炭公司皮博迪能源在美股市场一度暴跌超24%，从上周五所创的2019年5月中旬以来近三年高位大幅回落，接近抹去月内全部涨幅。这主要是由于公司发布公告称，与高盛达成一项融资安排，后者提供1.5亿美元的无担保可多次提取信贷额度，以支持煤矿主要位于美国和澳大利亚的皮博迪公司“近期内潜在的流动性需求”。6、拒绝跟风！优衣库创始人称将继续在俄经营业务俄乌冲突升级以后，西方国家对俄罗斯采取制裁措施的同时，欧美大型企业也纷纷从该国撤离。尽管一波又一波的公司选择退出俄罗斯市场，但也有公司拒绝跟风，坚持继续运营在俄罗斯的业务。7、巴菲特谈增持西方石油：五天投了45亿美元，能买多少买多少伯克希尔哈撒韦公司董事长沃伦-巴菲特在周一的一次采访中披露了他最近大手笔增持西方石油公司股份的经过，称他在上周五个交易日内豪掷45亿美元，买入了9120万股，按当前股价计算价值超过了50亿美元。","news_type":1,"symbols_score_info":{"MNQmain":0.9,".SPX":0.9,"SQQQ":0.9,"PSQ":0.9,"QQQ":0.9,"QLD":0.9,"QID":0.9,"TQQQ":0.9,".DJI":0.9,".IXIC":0.9,"03086":0.9,"NQmain":0.9}},"isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096234411,"gmtCreate":1644394621589,"gmtModify":1676533920842,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088770777339480","idStr":"4088770777339480"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096234411","repostId":"2210536528","repostType":4,"repost":{"id":"2210536528","kind":"highlight","pubTimestamp":1644371303,"share":"https://ttm.financial/m/news/2210536528?lang=en_US&edition=fundamental","pubTime":"2022-02-09 09:48","market":"hk","language":"zh","title":"Goldman Sachs warns for the first time in history: Fed super tightening could trigger a hard landing","url":"https://stock-news.laohu8.com/highlight/detail?id=2210536528","media":"华尔街见闻","summary":"高盛的首席经济学家发表的一份标题为\"我们需要的放缓\"的说明中提示，在薪资-通胀螺旋上升通道中，只有美联储大幅紧缩才能破局，然而如果美联储无法实现经济“软着陆”——在不影响经济前景的情况下抑制通胀，将会引发远超当前预测的经济放缓。","content":"<p><html><head></head><body>Although since July last year,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The U.S. economic growth forecast has been lowered six times. At present, the average GDP forecast of the United States in 2022 has been lowered by 0.2 percentage points to +3.2%. However, since the Federal Reserve's hawkish turn to curb inflation, Goldman Sachs warned for the first time that the Fed's tightening policy may trigger further expansion of wages and inflation, thus slowing down growth.</p><p>In other words,<b>If the Fed's tightening policy causes a \"hard landing\" for the economy, the United States may face an economic recession</b>。</p><p>On Tuesday, Jan Hatzius, chief economist of Goldman Sachs, issued a note entitled \"The Slowdown We Need\", suggesting that compared with the unexpected increase of 467,000 non-farm payrolls in the United States in January mentioned in an earlier article on Wall Street, the average hourly wage increased by 0.7% month-on-month is the key to the problem.</p><p>In the last 2-3 quarters, the annualized rate of wages has accelerated to 6%; While in the last 3, 6 and 12 months, core PCE inflation has been around 5%. This raises the question of whether we are already in the middle of a wage-inflation spiral that needs to be broken through aggressive Fed rate hike and substantial tightening.<img src=\"https://static.tigerbbs.com/f37f48eca5f2ddd54d1b28ae39bd6d50\" tg-width=\"778\" tg-height=\"475\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The answer is undoubtedly obvious, although Goldman Sachs has once again \"slapped the face\" of what it said in last month's note that \"there is little sign of a wage-inflation spiral\".</p><p><img src=\"https://static.tigerbbs.com/3d91c3a804e2e59a2b3a901ebbf065f1\" tg-width=\"929\" tg-height=\"228\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The latest poll shows that 55% of respondents are trying to demand a raise from their existing employer with the threat of job-hopping, with high inflation being one of the most \"justified\" reasons. The market believes that once the wage-inflation spiral is formed, the possibility of the Fed choosing a one-time sharp rate hike of 50 basis points in March cannot be ruled out.</p><p>Just as Goldman Sachs shifted after seeing inflation as \"temporary\" month after month in 2021, Goldman Sachs, after acknowledging that the wage-inflation spiral is in an upward channel, said:</p><p>Even if wage growth drops from 6% to 5% as we expect, that would mean unit labor cost inflation of at least 3%, assuming productivity growth of no more than 2%. If it continues at this rate, it will be too high to meet the Fed's 2% PCE inflation target. This raises the risk that Fed officials would like to see an even greater slowdown in economic output and job growth than currently forecast, at a pace no faster than the long-term trend. In other words, to explain what the chief economist of Goldman Sachs said that \"wage and inflationary pressures in advanced economies will expand, which means that growth needs to slow down and monetary policy needs to be tightened in the early stage of recovery\", it is actually that the super-tightening policy of the Federal Reserve may trigger an economic recession.</p><p>Hatzius explains its core market perspective, which is:</p><p>The increase in risk-free yields, the widening of investment grade IG and high yield HY credit spreads, superimposed on the post-pandemic recovery so far, will see lower expected returns and larger potential shrinkage in the market. However, the above results are based on the premise that the Fed will somehow achieve a soft landing. The problem is that the Fed has never been able to achieve a soft landing, and every tightening cycle is followed by a crisis.</p><p><img src=\"https://static.tigerbbs.com/b638c0cc75bbe030f31ed76f96e82eb1\" tg-width=\"931\" tg-height=\"528\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>And to make the problem worse, this time the Fed not only hopes to lift the short end of the curve through rate hike, but also hopes to force the yield curve to steep by aggressively shrinking the balance sheet, so that the number of long-end selling exceeds the short-end. Or the inversion of the yield curve that will appear will signal the beginning of a recession.</p><p><img src=\"https://static.tigerbbs.com/f03ad7e31276ea37fe42c0993ef9cf45\" tg-width=\"943\" tg-height=\"515\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>While Goldman Sachs economists did not say directly that the U.S. economy was facing collapse, the subtext seemed to have given some hints.</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>Goldman Sachs warns for the first time in history: Fed super tightening could trigger a hard landing</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\">\nGoldman Sachs warns for the first time in history: Fed super tightening could trigger a hard landing\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\">2022-02-09 09:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Although since July last year,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The U.S. economic growth forecast has been lowered six times. At present, the average GDP forecast of the United States in 2022 has been lowered by 0.2 percentage points to +3.2%. However, since the Federal Reserve's hawkish turn to curb inflation, Goldman Sachs warned for the first time that the Fed's tightening policy may trigger further expansion of wages and inflation, thus slowing down growth.</p><p>In other words,<b>If the Fed's tightening policy causes a \"hard landing\" for the economy, the United States may face an economic recession</b>。</p><p>On Tuesday, Jan Hatzius, chief economist of Goldman Sachs, issued a note entitled \"The Slowdown We Need\", suggesting that compared with the unexpected increase of 467,000 non-farm payrolls in the United States in January mentioned in an earlier article on Wall Street, the average hourly wage increased by 0.7% month-on-month is the key to the problem.</p><p>In the last 2-3 quarters, the annualized rate of wages has accelerated to 6%; While in the last 3, 6 and 12 months, core PCE inflation has been around 5%. This raises the question of whether we are already in the middle of a wage-inflation spiral that needs to be broken through aggressive Fed rate hike and substantial tightening.<img src=\"https://static.tigerbbs.com/f37f48eca5f2ddd54d1b28ae39bd6d50\" tg-width=\"778\" tg-height=\"475\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The answer is undoubtedly obvious, although Goldman Sachs has once again \"slapped the face\" of what it said in last month's note that \"there is little sign of a wage-inflation spiral\".</p><p><img src=\"https://static.tigerbbs.com/3d91c3a804e2e59a2b3a901ebbf065f1\" tg-width=\"929\" tg-height=\"228\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The latest poll shows that 55% of respondents are trying to demand a raise from their existing employer with the threat of job-hopping, with high inflation being one of the most \"justified\" reasons. The market believes that once the wage-inflation spiral is formed, the possibility of the Fed choosing a one-time sharp rate hike of 50 basis points in March cannot be ruled out.</p><p>Just as Goldman Sachs shifted after seeing inflation as \"temporary\" month after month in 2021, Goldman Sachs, after acknowledging that the wage-inflation spiral is in an upward channel, said:</p><p>Even if wage growth drops from 6% to 5% as we expect, that would mean unit labor cost inflation of at least 3%, assuming productivity growth of no more than 2%. If it continues at this rate, it will be too high to meet the Fed's 2% PCE inflation target. This raises the risk that Fed officials would like to see an even greater slowdown in economic output and job growth than currently forecast, at a pace no faster than the long-term trend. In other words, to explain what the chief economist of Goldman Sachs said that \"wage and inflationary pressures in advanced economies will expand, which means that growth needs to slow down and monetary policy needs to be tightened in the early stage of recovery\", it is actually that the super-tightening policy of the Federal Reserve may trigger an economic recession.</p><p>Hatzius explains its core market perspective, which is:</p><p>The increase in risk-free yields, the widening of investment grade IG and high yield HY credit spreads, superimposed on the post-pandemic recovery so far, will see lower expected returns and larger potential shrinkage in the market. However, the above results are based on the premise that the Fed will somehow achieve a soft landing. The problem is that the Fed has never been able to achieve a soft landing, and every tightening cycle is followed by a crisis.</p><p><img src=\"https://static.tigerbbs.com/b638c0cc75bbe030f31ed76f96e82eb1\" tg-width=\"931\" tg-height=\"528\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>And to make the problem worse, this time the Fed not only hopes to lift the short end of the curve through rate hike, but also hopes to force the yield curve to steep by aggressively shrinking the balance sheet, so that the number of long-end selling exceeds the short-end. Or the inversion of the yield curve that will appear will signal the beginning of a recession.</p><p><img src=\"https://static.tigerbbs.com/f03ad7e31276ea37fe42c0993ef9cf45\" tg-width=\"943\" tg-height=\"515\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>While Goldman Sachs economists did not say directly that the U.S. economy was facing collapse, the subtext seemed to have given some hints.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3651447\">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/e09a7b30204158feaaaf0f4efc19f31f","relate_stocks":{"BK4504":"桥水持仓","BK4550":"红杉资本持仓","BK4559":"巴菲特持仓","GS":"高盛","BK4534":"瑞士信贷持仓","BK4552":"Archegos爆仓风波概念","SPY":"标普500ETF",".DJI":"道琼斯","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4127":"投资银行业与经纪业",".IXIC":"NASDAQ Composite"},"source_url":"https://wallstreetcn.com/articles/3651447","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210536528","content_text":"虽然从去年7月以来，高盛已经六次下调美国经济增长预期，目前美国2022年平均GDP的预测已降低0.2个百分点至+3.2%，但是在美联储为了遏制通胀鹰派转向以来，高盛首次警告称，美联储的紧缩政策或将引发薪资和通胀进一步扩大，进而使得增长放缓。换句话说，如果美联储的紧缩政策引起经济“硬着陆”，美国或将面临经济衰退。周二，高盛的首席经济学家Jan Hatzius发表了一份标题为\"我们需要的放缓\"的说明中提示，相比华尔街见闻稍早前文章提及的美国1月非农就业意外新增46.7万人，平均每小时工资环比增0.7%才是问题的关键。在过去的2-3个季度里，工资年化率已经加速到6%；而在过去的3、6和12个月里，核心PCE通胀率约为5%。这提出了一个问题，我们是否已经处于薪资-通胀螺旋之中，需要通过美联储积极的加息和大幅收紧来破局。答案无疑是显而易见的，虽然高盛再次“打脸”自己上个月说明中所说的“几乎没有薪资-通胀螺旋上升的迹象”。最新民调显示，55%的受访者正尝试用跳槽威胁要求现有雇主加薪，高通胀是最“正当”的理由之一。市场认为，薪资-通胀螺旋一旦形成，不能排除美联储3月选择一次性大幅加息50个基点的可能性。正像高盛在2021年月复一月将通胀视为“暂时的”之后转变，高盛在承认薪资-通胀螺旋是在上升通道中之后，表示：即使工资增长如我们所期望的从6%下降到5%，这将意味着单位劳动成本通胀至少为3%，假设生产力的增长不超过2%。如果以此速度继续持续下去，对于实现美联储2%的PCE通胀目标来说将是过高的。这就提出了一个风险，即美联储官员希望看到经济产出和就业增长比目前预测的出现更大的放缓，速度将不超过长期趋势。换句话来解释高盛首席经济学家所说的“发达经济体薪资和通胀压力将会扩大，意味着增长需要放缓，货币政策需要在复苏早期阶段收紧”，其实就是美联储的超级紧缩政策或将引发经济衰退。Hatzius解释了其核心市场观点，即：无风险收益率的增加，投资等级IG和高收益HY信贷利差的扩大，叠加到目前为止的疫情后复苏情况，市场将会出现较低的预期回报和较大的潜在缩量。然而，以上结果是基于美联储将以某种方式实现软着陆为前提的。问题是，美联储从未能够实现软着陆，每个紧缩周期之后都伴随以危机告终。而且让问题更加雪上加霜的是，这一次美联储不仅希望通过加息来提升曲线的短端，而且还希望通过积极缩表来迫使收益率曲线变陡，从而使长端抛售的数量超过短端。或将出现的收益率曲线倒挂会预示着经济衰退的开始。虽然高盛的经济学家并没有直接说美国经济将面临崩溃，但是其潜台词似乎已经给了一些暗示。","news_type":1,"symbols_score_info":{"GS":1,".IXIC":1,".DJI":1,"SPY":1}},"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906405887,"gmtCreate":1659574954852,"gmtModify":1705981770227,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088770777339480","idStr":"4088770777339480"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906405887","repostId":"1103386004","repostType":4,"repost":{"id":"1103386004","kind":"news","pubTimestamp":1659572800,"share":"https://ttm.financial/m/news/1103386004?lang=en_US&edition=fundamental","pubTime":"2022-08-04 08:26","market":"hk","language":"zh","title":"Alibaba Appoints Two Independent Directors: Hysan Industrial Li Yunlian and Ernst & Young China Former Chairman Wu Gangping","url":"https://stock-news.laohu8.com/highlight/detail?id=1103386004","media":"新浪港股","summary":"8月4日讯，阿里巴巴宣布委任希慎兴业集团有限公司执行主席利蕴莲，以及安永会计师事务所中国前主席吴港平为集团董事会独立董事，于2022年8月4日起生效。利蕴莲自2012年3月起，担任于香港联交所上市的希","content":"<p><html><head></head><body>On August 4th, Alibaba announced the appointment of Li Yunlian, executive chairman of Hysan Industrial Group Co., Ltd., and Wu Gangping, former chairman of Ernst & Young China, as independent directors of the board of directors of the group, with effect from August 4th, 2022.</p><p><img src=\"https://static.tigerbbs.com/d4d87675f95a01862ee29d979766b854\" tg-width=\"550\" tg-height=\"475\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Li Yunlian has been the executive chairman of Hysan Development Company Limited, a company listed on the Hong Kong Stock Exchange, since March 2012. Previously, she was a non-executive chairman of Hysan Industrial from May 2011 to March 2012 and a non-executive director from March 2011 to May 2011. Ms. Lee is currently the independent non-executive chairman of Hang Seng Bank Limited, a company listed on the Hong Kong Stock Exchange. She also serves as a director of a number of private and unlisted companies.</p><p>Ms. Lee previously served as an executive director at Citi Investment Bank in New York, London and Sydney, as well as the head of corporate finance at Commonwealth Bank of Australia in Sydney and the chief executive officer of Sealcorp Holdings Limited in Sydney. In addition, she was an independent director of HSBC Holdings (51.5,0.50,0.98%) Limited until April 2022 and has also served as a director of several listed companies. Ms. Lee holds a Bachelor of Arts degree from Smith College in the United States of America and is a practising barrister in England and Wales and a member of the Honours Society of Grey's College of Lawyers in the United Kingdom.</p><p>Wu Gangping is currently an independent non-executive director and the chairman of the audit committee of a number of listed companies, including Ping An (45.25,0.45,1.00%) Insurance (Group) Co., Ltd. of China, which is listed on the Shanghai Stock Exchange and the Hong Kong Stock Exchange, Beijing Eagle Eye Technology Development Co., Ltd., which is listed on the Hong Kong Stock Exchange, and China International Capital Corporation Limited, which is listed on the Shanghai Stock Exchange and the Hong Kong Stock Exchange. Mr. Wu worked at Ernst & Young from April 2007 to June 2020 and was the chairman of Ernst & Young China and a member of the Ernst & Young Global Management Committee.</p><p>Prior to joining Ernst & Young, he was managing partner of Greater China at Arthur Andersen, managing partner of PricewaterhouseCoopers China and managing director of Citigroup China Investment Bank. Mr. Ng is the president of the Chinese Chamber of Commerce in Hong Kong. Mr. Ng is also a member of the Audit Committee of The Chinese University of Hong Kong (Shenzhen) and a council member of The Chinese University of Hong Kong (Shenzhen) Education Foundation. Mr. Ng is a member of the Hong Kong Institute of Certified Public Accountants (HKICPA), the Institute of Chartered Accountants in Australia and New Zealand (CAANZ), CPAA and the Association of Certified Accountants (ACCA). He holds a bachelor's degree and a master's degree in business administration from the Chinese University of Hong Kong.</p><p></body></html></p>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Appoints Two Independent Directors: Hysan Industrial Li Yunlian and Ernst & Young China Former Chairman Wu Gangping</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\">\nAlibaba Appoints Two Independent Directors: Hysan Industrial Li Yunlian and Ernst & Young China Former Chairman Wu Gangping\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪港股</strong><span class=\"h-time small\">2022-08-04 08:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On August 4th, Alibaba announced the appointment of Li Yunlian, executive chairman of Hysan Industrial Group Co., Ltd., and Wu Gangping, former chairman of Ernst & Young China, as independent directors of the board of directors of the group, with effect from August 4th, 2022.</p><p><img src=\"https://static.tigerbbs.com/d4d87675f95a01862ee29d979766b854\" tg-width=\"550\" tg-height=\"475\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Li Yunlian has been the executive chairman of Hysan Development Company Limited, a company listed on the Hong Kong Stock Exchange, since March 2012. Previously, she was a non-executive chairman of Hysan Industrial from May 2011 to March 2012 and a non-executive director from March 2011 to May 2011. Ms. Lee is currently the independent non-executive chairman of Hang Seng Bank Limited, a company listed on the Hong Kong Stock Exchange. She also serves as a director of a number of private and unlisted companies.</p><p>Ms. Lee previously served as an executive director at Citi Investment Bank in New York, London and Sydney, as well as the head of corporate finance at Commonwealth Bank of Australia in Sydney and the chief executive officer of Sealcorp Holdings Limited in Sydney. In addition, she was an independent director of HSBC Holdings (51.5,0.50,0.98%) Limited until April 2022 and has also served as a director of several listed companies. Ms. Lee holds a Bachelor of Arts degree from Smith College in the United States of America and is a practising barrister in England and Wales and a member of the Honours Society of Grey's College of Lawyers in the United Kingdom.</p><p>Wu Gangping is currently an independent non-executive director and the chairman of the audit committee of a number of listed companies, including Ping An (45.25,0.45,1.00%) Insurance (Group) Co., Ltd. of China, which is listed on the Shanghai Stock Exchange and the Hong Kong Stock Exchange, Beijing Eagle Eye Technology Development Co., Ltd., which is listed on the Hong Kong Stock Exchange, and China International Capital Corporation Limited, which is listed on the Shanghai Stock Exchange and the Hong Kong Stock Exchange. Mr. Wu worked at Ernst & Young from April 2007 to June 2020 and was the chairman of Ernst & Young China and a member of the Ernst & Young Global Management Committee.</p><p>Prior to joining Ernst & Young, he was managing partner of Greater China at Arthur Andersen, managing partner of PricewaterhouseCoopers China and managing director of Citigroup China Investment Bank. Mr. Ng is the president of the Chinese Chamber of Commerce in Hong Kong. Mr. Ng is also a member of the Audit Committee of The Chinese University of Hong Kong (Shenzhen) and a council member of The Chinese University of Hong Kong (Shenzhen) Education Foundation. Mr. Ng is a member of the Hong Kong Institute of Certified Public Accountants (HKICPA), the Institute of Chartered Accountants in Australia and New Zealand (CAANZ), CPAA and the Association of Certified Accountants (ACCA). He holds a bachelor's degree and a master's degree in business administration from the Chinese University of Hong Kong.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2022-08-04/doc-imizirav6674038.shtml\">新浪港股</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2022-08-04/doc-imizirav6674038.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"1103386004","content_text":"8月4日讯，阿里巴巴宣布委任希慎兴业集团有限公司执行主席利蕴莲，以及安永会计师事务所中国前主席吴港平为集团董事会独立董事，于2022年8月4日起生效。利蕴莲自2012年3月起，担任于香港联交所上市的希慎兴业有限公司执行主席。此前， 她于2011年5月至2012年3月担任希慎兴业的非执行主席，以及于2011年3月至2011年5月担任非执行董事。利女士现于香港联交所上市的恒生银行有限公司之独立非执行董事长。她也担任一些私人及非上市公司的董事。利女士曾在纽约、伦敦及悉尼花旗投 资银行担任执行董事，亦在悉尼澳洲联邦银行担任企业财务主管、悉尼 Sealcorp Holdings Limited 担任行政总裁。此外，她直至 2022 年 4 月止担任汇丰控股(51.5,0.50,0.98%)有限公司的独立董事，也曾担任多家上市公司的董事。利女士持有美国 Smith College 文学士学位，亦为英格兰及韦尔斯执业大律师和英国格雷律师学院荣誉学会会员。吴港平现任多家上市公司的独立非执行董事及审计委员会主席，包括于上海证券交易所与香港联交所上市的中国平安(45.25,0.45,1.00%)保险（集团）股份有限公司、在香港联交所上市的北 京鹰瞳科技发展有限公司，以及于上海证券交易所与香港联交所上市的中国国际金融 股份有限公司。吴先生于2007年4月至2020年6月于安永会计师事务所工作，曾任安永中国主席和安永全球管理委员会成员。加入安永前，他曾任安达信会计师事务所大中 华主管合伙人、普华永道中国业务主管合伙人和花旗集团中国投资银行董事总经理。 吴先生是香港中国商会会长。吴先生也是香港中文大学（深圳）审计委员会成员和香 港中文大学（深圳）教育基金会理事。吴先生为香港会计师公会（HKICPA）、澳洲 和新西兰特许会计师公会（CAANZ）、澳洲会计师公会（CPAA）及英国公认会计师 公会（ACCA）会员。他持有香港中文大学工商管理学士学位及硕士学位。","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":1224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013742579,"gmtCreate":1648779591389,"gmtModify":1676534397069,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088770777339480","idStr":"4088770777339480"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013742579","repostId":"1157160956","repostType":4,"repost":{"id":"1157160956","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":1648772640,"share":"https://ttm.financial/m/news/1157160956?lang=en_US&edition=fundamental","pubTime":"2022-04-01 08:24","market":"sh","language":"zh","title":"Trading of some Hong Kong real estate and property management stocks suspended in Hong Kong","url":"https://stock-news.laohu8.com/highlight/detail?id=1157160956","media":"老虎资讯综合","summary":"4月1日讯，世茂集团、佳兆业集团、中国奥园、奥园健康、融创中国、花样年控股、彩生活、阳光100中国、当代置业在香港暂停交易。此前均发布公告称将延迟披露2021年全年业绩。","content":"<p><html><head></head><body>April 1st news,<a href=\"https://laohu8.com/S/00813\">Shimao Group</a>、<a href=\"https://laohu8.com/S/01638\">KAISA GROUP</a>、<a href=\"https://laohu8.com/S/03883\">China Aoyuan</a>、<a href=\"https://laohu8.com/S/03662\">Aoyuan Health</a>、<a href=\"https://laohu8.com/S/01918\">Sunac China</a>、<a href=\"https://laohu8.com/S/01777\">Fantasia Holdings</a>、<a href=\"https://laohu8.com/S/01778\">Color Life</a>、<a href=\"https://laohu8.com/S/02608\">Sunshine 100 China</a>、<a href=\"https://laohu8.com/S/01107\">MODERN LAND</a>Suspended trading in Hong Kong. Previously, they all announced that they would delay the disclosure of 2021 full-year results.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trading of some Hong Kong real estate and property management stocks suspended in Hong Kong</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\">\nTrading of some Hong Kong real estate and property management stocks suspended in Hong Kong\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-04-01 08:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>April 1st news,<a href=\"https://laohu8.com/S/00813\">Shimao Group</a>、<a href=\"https://laohu8.com/S/01638\">KAISA GROUP</a>、<a href=\"https://laohu8.com/S/03883\">China Aoyuan</a>、<a href=\"https://laohu8.com/S/03662\">Aoyuan Health</a>、<a href=\"https://laohu8.com/S/01918\">Sunac China</a>、<a href=\"https://laohu8.com/S/01777\">Fantasia Holdings</a>、<a href=\"https://laohu8.com/S/01778\">Color Life</a>、<a href=\"https://laohu8.com/S/02608\">Sunshine 100 China</a>、<a href=\"https://laohu8.com/S/01107\">MODERN LAND</a>Suspended trading in Hong Kong. Previously, they all announced that they would delay the disclosure of 2021 full-year results.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69cb99414ad545d3e125459e030ab33d","relate_stocks":{"BK1583":"高瓴概念","09979":"绿城管理控股","BK1148":"建筑与工程","BK1229":"房地产经营公司","09983":"建业新生活","06958":"正荣服务","01971":"弘阳服务","BK1542":"内地物业管理股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157160956","content_text":"4月1日讯，世茂集团、佳兆业集团、中国奥园、奥园健康、融创中国、花样年控股、彩生活、阳光100中国、当代置业在香港暂停交易。此前均发布公告称将延迟披露2021年全年业绩。","news_type":1,"symbols_score_info":{"06958":0.9,"09983":0.9,"01971":0.9,"09979":0.9}},"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032531545,"gmtCreate":1647395999586,"gmtModify":1676534224804,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088770777339480","idStr":"4088770777339480"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032531545","repostId":"1136839858","repostType":2,"isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174984503,"gmtCreate":1627058373902,"gmtModify":1703483614183,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088770777339480","idStr":"4088770777339480"},"themes":[],"htmlText":"???????","listText":"???????","text":"???????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174984503","repostId":"1129536436","repostType":4,"isVote":1,"tweetType":1,"viewCount":1367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140474905,"gmtCreate":1625670885507,"gmtModify":1703746202966,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088770777339480","idStr":"4088770777339480"},"themes":[],"htmlText":"OMG","listText":"OMG","text":"OMG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140474905","repostId":"1193050209","repostType":4,"isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924805826,"gmtCreate":1672210817765,"gmtModify":1676538653281,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088770777339480","idStr":"4088770777339480"},"themes":[],"htmlText":"Goal","listText":"Goal","text":"Goal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924805826","isVote":1,"tweetType":1,"viewCount":2321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}