ayako personal page - To The Moon

ayako

No personal profile

69Follow

4Followers

0Topic

0Badge

2021-08-28

hi

iPhone 13注定便宜不了，台积电已提前背锅

2021-08-20

gogogog

2021-08-12

GOOD

美国7月通胀：按下葫芦浮起瓢

2021-08-05

$Tiger Brokers(TIGR)$gogo

2021-08-04

$Tiger Brokers(TIGR)$goup

2021-08-04

$Tiger Brokers(TIGR)$gogogo

2021-08-03

$Tiger Brokers(TIGR)$gogo

2021-08-02

$Tiger Brokers(TIGR)$ good investment?

2021-07-31

$Tiger Brokers(TIGR)$gogogo

2021-07-31

Thanks

Sorry, the original content has been removed

2021-07-31

Hood

Wall Street declines with Amazon; S&P 500 posts gains for month

2021-07-30

$Tiger Brokers(TIGR)$hooooo

2021-07-30

Greet

Sorry, the original content has been removed

2021-07-30

Good?

Sorry, the original content has been removed

2021-07-30

Noted

U.S. equity funds see big inflows on earnings optimism - Lipper

2021-07-30

$Tiger Brokers(TIGR)$gogogo

2021-07-29

$Tiger Brokers(TIGR)$hobovo

2021-07-28

$Tiger Brokers(TIGR)$gogogo

2021-07-27

Soho

Credit Suisse Pushes Deeper Into China With IPO Underwriting

2021-07-24

Amazing

Disney Rides Become the Feature Attractions

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4088785672346910","uuid":"4088785672346910","gmtCreate":1625706887113,"gmtModify":1625706887113,"name":"ayako","pinyin":"ayako","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":4,"headSize":69,"tweetSize":48,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":813371783,"gmtCreate":1630140491742,"gmtModify":1676530233976,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813371783","repostId":"2162073849","repostType":2,"repost":{"id":"2162073849","weMediaInfo":{"introduction":"վ'ᴗ' ի 追踪AI行业和技术动态，这里更快一步！关注我们，回复“今天”，更多大新闻等你来发现","home_visible":1,"media_name":"量子位","id":"1099700113","head_image":"https://static.tigerbbs.com/85c2c404af2f47a0ba492a15caf7cb80"},"pubTimestamp":1630114454,"share":"https://ttm.financial/m/news/2162073849?lang=&edition=fundamental","pubTime":"2021-08-28 09:34","market":"us","language":"zh","title":"iPhone 13注定便宜不了，台积电已提前背锅","url":"https://stock-news.laohu8.com/highlight/detail?id=2162073849","media":"量子位","summary":"梦晨 发自 凹非寺量子位 报道 | 公众号 QbitAIiPhone13马上就要发售之际，台积电突然宣布芯片涨价。最新消息，台积电计划将7nm及以下先进制程芯片涨价10%，成熟制程芯片涨价20%。目前，苹果是台积电最大的客户之一，iPhone系列所用的芯片正是由台积电代工生产。不少外媒预测，将在9月发布的iPhone13系列价格可能随之上涨。台积电二季度公布的净销售额为133亿美元，净利润48亿美元，净利润率达36%。但预计第三季度情况进一步恶化，影响恐怕会蔓延至iPhone生产线。","content":"<p>iPhone13马上就要发售之际，<a href=\"https://laohu8.com/S/TSM\">台积电</a>突然宣布<b>芯片涨价</b>。</p>\n<p>最新消息，<a href=\"https://laohu8.com/S/TSM\">台积电</a>计划将7nm及以下先进制程芯片涨价<b>10%</b>，成熟制程芯片涨价<b>20%</b>。</p>\n<p>对于已经接到通知的客户，涨价<b>立即生效</b>。</p>\n<p>消息一出，关于即将要到来的新款iPhone价格猜测也甚嚣尘上。</p>\n<p>目前，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>是台积电最大的客户之一，iPhone系列所用的芯片正是由台积电代工生产。</p>\n<p>不少外媒预测，将在9月发布的iPhone13系列价格可能随之上涨。<img src=\"https://static.tigerbbs.com/e6b0dc4b3c6f4baea547cf0984b8caaf\" tg-width=\"800\" tg-height=\"450\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/AAPL\">苹果</a>和台积电发言人都没有就此事发表评论。</p>\n<h2>台积电为什么涨价？</h2>\n<p>在8月初，台积电就宣布80nm制程的LCD驱动芯片将涨价20%，这一次更是各产品线价格全面上涨。</p>\n<p>据华尔街日报分析，台积电涨价的原因有双重目的。</p>\n<p><b>短期来看</b>，全球芯片短缺的背景下，价格上涨会压低需求，防止有客户超额预定。</p>\n<p>从而为真正需要芯片、别无选择的客户保留供应量。</p>\n<p><b>长期来看</b>，涨价提高收入可以帮助台积电投建新的产能。</p>\n<p>台积电二季度公布的净销售额为133亿美元，净利润48亿美元，净利润率达36%。</p>\n<p>但要投入的更多。</p>\n<p>台积电将在未来3年投入1000亿美元用于新建工厂和研发，是过去3年投入的两倍之多。</p>\n<p>已经确定的有南京28nm晶圆厂扩产，在美国亚利桑那州投资120亿建厂，以及在日本熊本县开设日本首家芯片工厂。</p>\n<p>除了成熟的产线，台积电3nm制程也将于明年下半年进入量产，2nm制程会在2024年后量产，这种先进制程的投资金额和研发难度都会呈指数级上升。</p>\n<h2>苹果怎么说？</h2>\n<p>7月底时苹果CEO库克称，此前芯片短缺问题严重性低于预期，主要影响到了Mac与iPad的生产，导致上季营收减少了30亿-40亿美元。</p>\n<p>但预计第三季度情况进一步恶化，影响恐怕会蔓延至iPhone生产线。</p>\n<p>不管怎么说，按苹果的传统会在9月份召开发布会。<img src=\"https://static.tigerbbs.com/6d30e6a35a9d40799d177fb3c4255e3a\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\">最新传言是9月14日开发布会，9月17日开始接受预定，9月24日发货。</p>\n<p>时间也很近了，到底涨不涨价马上就会揭晓。</p>\n<p>参考链接：[1]https://www.wsj.com/articles/worlds-largest-chip-maker-to-raise-prices-threatening-costlier-electronics-11629978308?mod=djemalertNEWS[2]https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-hikes-chip-prices-up-to-20-amid-supply-shortage[3]https://www.tomsguide.com/news/iphone-13-release-date-tipped-for-september-17-according-to-new-report</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>iPhone 13注定便宜不了，台积电已提前背锅</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\niPhone 13注定便宜不了，台积电已提前背锅\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700113\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/85c2c404af2f47a0ba492a15caf7cb80);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">量子位 </p>\n<p class=\"h-time\">2021-08-28 09:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>iPhone13马上就要发售之际，<a href=\"https://laohu8.com/S/TSM\">台积电</a>突然宣布<b>芯片涨价</b>。</p>\n<p>最新消息，<a href=\"https://laohu8.com/S/TSM\">台积电</a>计划将7nm及以下先进制程芯片涨价<b>10%</b>，成熟制程芯片涨价<b>20%</b>。</p>\n<p>对于已经接到通知的客户，涨价<b>立即生效</b>。</p>\n<p>消息一出，关于即将要到来的新款iPhone价格猜测也甚嚣尘上。</p>\n<p>目前，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>是台积电最大的客户之一，iPhone系列所用的芯片正是由台积电代工生产。</p>\n<p>不少外媒预测，将在9月发布的iPhone13系列价格可能随之上涨。<img src=\"https://static.tigerbbs.com/e6b0dc4b3c6f4baea547cf0984b8caaf\" tg-width=\"800\" tg-height=\"450\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/AAPL\">苹果</a>和台积电发言人都没有就此事发表评论。</p>\n<h2>台积电为什么涨价？</h2>\n<p>在8月初，台积电就宣布80nm制程的LCD驱动芯片将涨价20%，这一次更是各产品线价格全面上涨。</p>\n<p>据华尔街日报分析，台积电涨价的原因有双重目的。</p>\n<p><b>短期来看</b>，全球芯片短缺的背景下，价格上涨会压低需求，防止有客户超额预定。</p>\n<p>从而为真正需要芯片、别无选择的客户保留供应量。</p>\n<p><b>长期来看</b>，涨价提高收入可以帮助台积电投建新的产能。</p>\n<p>台积电二季度公布的净销售额为133亿美元，净利润48亿美元，净利润率达36%。</p>\n<p>但要投入的更多。</p>\n<p>台积电将在未来3年投入1000亿美元用于新建工厂和研发，是过去3年投入的两倍之多。</p>\n<p>已经确定的有南京28nm晶圆厂扩产，在美国亚利桑那州投资120亿建厂，以及在日本熊本县开设日本首家芯片工厂。</p>\n<p>除了成熟的产线，台积电3nm制程也将于明年下半年进入量产，2nm制程会在2024年后量产，这种先进制程的投资金额和研发难度都会呈指数级上升。</p>\n<h2>苹果怎么说？</h2>\n<p>7月底时苹果CEO库克称，此前芯片短缺问题严重性低于预期，主要影响到了Mac与iPad的生产，导致上季营收减少了30亿-40亿美元。</p>\n<p>但预计第三季度情况进一步恶化，影响恐怕会蔓延至iPhone生产线。</p>\n<p>不管怎么说，按苹果的传统会在9月份召开发布会。<img src=\"https://static.tigerbbs.com/6d30e6a35a9d40799d177fb3c4255e3a\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\">最新传言是9月14日开发布会，9月17日开始接受预定，9月24日发货。</p>\n<p>时间也很近了，到底涨不涨价马上就会揭晓。</p>\n<p>参考链接：[1]https://www.wsj.com/articles/worlds-largest-chip-maker-to-raise-prices-threatening-costlier-electronics-11629978308?mod=djemalertNEWS[2]https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-hikes-chip-prices-up-to-20-amid-supply-shortage[3]https://www.tomsguide.com/news/iphone-13-release-date-tipped-for-september-17-according-to-new-report</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6d30e6a35a9d40799d177fb3c4255e3a","relate_stocks":{"EWT":"台湾ETF-iShares MSCI","TSM":"台积电","03145":"华夏亚洲高息股","AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162073849","content_text":"iPhone13马上就要发售之际，台积电突然宣布芯片涨价。\n最新消息，台积电计划将7nm及以下先进制程芯片涨价10%，成熟制程芯片涨价20%。\n对于已经接到通知的客户，涨价立即生效。\n消息一出，关于即将要到来的新款iPhone价格猜测也甚嚣尘上。\n目前，苹果是台积电最大的客户之一，iPhone系列所用的芯片正是由台积电代工生产。\n不少外媒预测，将在9月发布的iPhone13系列价格可能随之上涨。苹果和台积电发言人都没有就此事发表评论。\n台积电为什么涨价？\n在8月初，台积电就宣布80nm制程的LCD驱动芯片将涨价20%，这一次更是各产品线价格全面上涨。\n据华尔街日报分析，台积电涨价的原因有双重目的。\n短期来看，全球芯片短缺的背景下，价格上涨会压低需求，防止有客户超额预定。\n从而为真正需要芯片、别无选择的客户保留供应量。\n长期来看，涨价提高收入可以帮助台积电投建新的产能。\n台积电二季度公布的净销售额为133亿美元，净利润48亿美元，净利润率达36%。\n但要投入的更多。\n台积电将在未来3年投入1000亿美元用于新建工厂和研发，是过去3年投入的两倍之多。\n已经确定的有南京28nm晶圆厂扩产，在美国亚利桑那州投资120亿建厂，以及在日本熊本县开设日本首家芯片工厂。\n除了成熟的产线，台积电3nm制程也将于明年下半年进入量产，2nm制程会在2024年后量产，这种先进制程的投资金额和研发难度都会呈指数级上升。\n苹果怎么说？\n7月底时苹果CEO库克称，此前芯片短缺问题严重性低于预期，主要影响到了Mac与iPad的生产，导致上季营收减少了30亿-40亿美元。\n但预计第三季度情况进一步恶化，影响恐怕会蔓延至iPhone生产线。\n不管怎么说，按苹果的传统会在9月份召开发布会。最新传言是9月14日开发布会，9月17日开始接受预定，9月24日发货。\n时间也很近了，到底涨不涨价马上就会揭晓。\n参考链接：[1]https://www.wsj.com/articles/worlds-largest-chip-maker-to-raise-prices-threatening-costlier-electronics-11629978308?mod=djemalertNEWS[2]https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-hikes-chip-prices-up-to-20-amid-supply-shortage[3]https://www.tomsguide.com/news/iphone-13-release-date-tipped-for-september-17-according-to-new-report","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838455911,"gmtCreate":1629425524633,"gmtModify":1676530036713,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"gogogog","listText":"gogogog","text":"gogogog","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838455911","isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895736843,"gmtCreate":1628772301582,"gmtModify":1676529848980,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"GOOD","listText":"GOOD","text":"GOOD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/895736843","repostId":"2158253396","repostType":4,"repost":{"id":"2158253396","pubTimestamp":1628757126,"share":"https://ttm.financial/m/news/2158253396?lang=&edition=fundamental","pubTime":"2021-08-12 16:32","market":"us","language":"zh","title":"美国7月通胀：按下葫芦浮起瓢","url":"https://stock-news.laohu8.com/highlight/detail?id=2158253396","media":"华尔街见闻","summary":"美国于周三晚间公布7月通胀数据：CPI同比增长5.4%，与上月持平，预期5.3%。核心CPI同比涨4.3%，预期4.3%，前值4.5%，增速略微放缓。\n被誉为通胀罪魁祸首的二手车价格涨幅大幅回落，但整","content":"<p>美国于周三晚间公布7月通胀数据：CPI同比增长5.4%，与上月持平，预期5.3%。核心CPI同比涨4.3%，预期4.3%，前值4.5%，增速略微放缓。</p>\n<p>被誉为通胀罪魁祸首的二手车价格涨幅大幅回落，但整体通胀水平却还跌不下来。食品、服务、计算机价格纷纷接棒。四季度或还有医疗、住宅等高权重分项待涨。</p>\n<h2><b>通胀与上月持平，但环比改善显著</b></h2>\n<p>7月通胀基本符合预期，虽然通胀水平依然处于年内高点，但是体现新涨价因素的环比已经明显回落。</p>\n<p><img src=\"https://static.tigerbbs.com/50431a791c8f3778b049a0305beda998\" tg-width=\"612\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>细分来看通胀缓解的原因基本如我们在前瞻中提到的：</p>\n<p>1、<b><u>被誉为本轮通胀罪魁祸首二手车价格涨幅环比大幅回落，带动交通运输分项涨幅显著收窄。</u></b>涨幅由上月的3.5%回落至本月的0.9%。</p>\n<p>2、<b><u>能源价格涨幅明显收窄。</u></b>原油价格上月的涨10.77%收窄至7月的0.46%，带动能源分项从涨幅从2.3%收窄至1.7%。</p>\n<p><b>另外住宅价格也收窄了0.2个百分点，但属于季节下行水平。</b>一般住宅价格在下半年环比涨幅都会有所收敛。去季节后的住宅价格环比依然处于高位。</p>\n<p><img src=\"https://static.tigerbbs.com/11f2bb58f5ec589da01b9ac4e30d624b\" tg-width=\"715\" tg-height=\"374\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<h2><b>涨价动能回落，不代表通胀压力缓解</b></h2>\n<p>从价格继续上行的压力来看：首先是<b><u>食品的涨价动能依然保持强劲</u></b>，月环比维持在0.7%的水平。</p>\n<p>其次<b><u>服务项中的娱乐和商品项中个人计算机及周边本月价格上涨动力也较强</u></b>，分别达到0.6%和1.2%。</p>\n<p>最后，在核心CPI中权重仅次于<b><u>住宅的医疗保健价格，下半年环比涨幅将进入季节上涨区间，</u></b>而同比来说去年7月的高基数因素将过去。未来可能成为拉动通胀的力量。</p>\n<p>同时<b><u>住宅项也会受到同比基数推动，四季度同比增速或迈向4%。</u></b>住宅项在美国CPI中占比超过40%，对整体通胀的压力会比较大。</p>\n<p>可见，虽然下半年美国通胀的新涨价动能（即环比增速），将随着就业的推进以及供给链好转而逐渐回落。但这并不表示美国的通胀短时间内能够缓解。</p>\n<p>按照中性估计<b><u>美国通胀在年内都将处于5%以上水平，10、11月或还将面临新高的挑战，预测值或达到5.5%（原油价格回落下修）。</u></b>如果供需缺口不能修复至疫情前水平，大幅度偏离政策目标的通胀值或至少持续到明年一季度。</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>美国7月通胀：按下葫芦浮起瓢</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国7月通胀：按下葫芦浮起瓢\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 16:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3637790><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国于周三晚间公布7月通胀数据：CPI同比增长5.4%，与上月持平，预期5.3%。核心CPI同比涨4.3%，预期4.3%，前值4.5%，增速略微放缓。\n被誉为通胀罪魁祸首的二手车价格涨幅大幅回落，但整体通胀水平却还跌不下来。食品、服务、计算机价格纷纷接棒。四季度或还有医疗、住宅等高权重分项待涨。\n通胀与上月持平，但环比改善显著\n7月通胀基本符合预期，虽然通胀水平依然处于年内高点，但是体现新涨价因素...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3637790\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3637790","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158253396","content_text":"美国于周三晚间公布7月通胀数据：CPI同比增长5.4%，与上月持平，预期5.3%。核心CPI同比涨4.3%，预期4.3%，前值4.5%，增速略微放缓。\n被誉为通胀罪魁祸首的二手车价格涨幅大幅回落，但整体通胀水平却还跌不下来。食品、服务、计算机价格纷纷接棒。四季度或还有医疗、住宅等高权重分项待涨。\n通胀与上月持平，但环比改善显著\n7月通胀基本符合预期，虽然通胀水平依然处于年内高点，但是体现新涨价因素的环比已经明显回落。\n\n细分来看通胀缓解的原因基本如我们在前瞻中提到的：\n1、被誉为本轮通胀罪魁祸首二手车价格涨幅环比大幅回落，带动交通运输分项涨幅显著收窄。涨幅由上月的3.5%回落至本月的0.9%。\n2、能源价格涨幅明显收窄。原油价格上月的涨10.77%收窄至7月的0.46%，带动能源分项从涨幅从2.3%收窄至1.7%。\n另外住宅价格也收窄了0.2个百分点，但属于季节下行水平。一般住宅价格在下半年环比涨幅都会有所收敛。去季节后的住宅价格环比依然处于高位。\n\n涨价动能回落，不代表通胀压力缓解\n从价格继续上行的压力来看：首先是食品的涨价动能依然保持强劲，月环比维持在0.7%的水平。\n其次服务项中的娱乐和商品项中个人计算机及周边本月价格上涨动力也较强，分别达到0.6%和1.2%。\n最后，在核心CPI中权重仅次于住宅的医疗保健价格，下半年环比涨幅将进入季节上涨区间，而同比来说去年7月的高基数因素将过去。未来可能成为拉动通胀的力量。\n同时住宅项也会受到同比基数推动，四季度同比增速或迈向4%。住宅项在美国CPI中占比超过40%，对整体通胀的压力会比较大。\n可见，虽然下半年美国通胀的新涨价动能（即环比增速），将随着就业的推进以及供给链好转而逐渐回落。但这并不表示美国的通胀短时间内能够缓解。\n按照中性估计美国通胀在年内都将处于5%以上水平，10、11月或还将面临新高的挑战，预测值或达到5.5%（原油价格回落下修）。如果供需缺口不能修复至疫情前水平，大幅度偏离政策目标的通胀值或至少持续到明年一季度。","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890471435,"gmtCreate":1628130856527,"gmtModify":1703501799145,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogo","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogo","text":"$Tiger Brokers(TIGR)$gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890471435","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807224456,"gmtCreate":1628040043675,"gmtModify":1703500044309,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>goup","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>goup","text":"$Tiger Brokers(TIGR)$goup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807224456","isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807226880,"gmtCreate":1628039891140,"gmtModify":1703500039125,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogogo","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogogo","text":"$Tiger Brokers(TIGR)$gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807226880","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807070091,"gmtCreate":1627992722013,"gmtModify":1703499232064,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogo","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogo","text":"$Tiger Brokers(TIGR)$gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807070091","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805787588,"gmtCreate":1627907422944,"gmtModify":1703497603218,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;good investment?&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;good investment?&nbsp;","text":"$Tiger Brokers(TIGR)$ good investment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805787588","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802164967,"gmtCreate":1627736030759,"gmtModify":1703495345629,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogogo","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogogo","text":"$Tiger Brokers(TIGR)$gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/802164967","isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802165492,"gmtCreate":1627735968616,"gmtModify":1703495345307,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802165492","repostId":"1173075225","repostType":4,"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802165537,"gmtCreate":1627735912829,"gmtModify":1703495345146,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Hood&nbsp;","listText":"Hood&nbsp;","text":"Hood","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802165537","repostId":"2155001152","repostType":4,"repost":{"id":"2155001152","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1627675228,"share":"https://ttm.financial/m/news/2155001152?lang=&edition=fundamental","pubTime":"2021-07-31 04:00","market":"us","language":"en","title":"Wall Street declines with Amazon; S&P 500 posts gains for month","url":"https://stock-news.laohu8.com/highlight/detail?id=2155001152","media":"Reuters","summary":"U.S. consumer spending rises in June, inflation increases . NEW YORK, July 30  - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.Shares of oth","content":"<ul>\n <li>Pinterest sinks on stalled U.S. user growth</li>\n <li>U.S. consumer spending rises in June, inflation increases (Updates to close)</li>\n</ul>\n<p>NEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&amp;P 500 still posted a sixth straight month of gains.</p>\n<p>Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.</p>\n<p>Shares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, were mostly lower.</p>\n<p>\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.</p>\n<p>Data on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&amp;P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.</p>\n<p>Strong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.</p>\n<p>\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.</p>\n<p>Also on the earnings front, Pampers maker Procter &amp; Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's <a href=\"https://laohu8.com/S/QSR\">Restaurant Brands International Inc</a> jumped after the Burger King owner beat estimates for quarterly profit.</p>\n<p>Pinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.</p>\n<p>Caterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.</p>\n<p>Results on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)</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>Wall Street declines with Amazon; S&P 500 posts gains for month</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street declines with Amazon; S&P 500 posts gains for month\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-31 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Pinterest sinks on stalled U.S. user growth</li>\n <li>U.S. consumer spending rises in June, inflation increases (Updates to close)</li>\n</ul>\n<p>NEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&amp;P 500 still posted a sixth straight month of gains.</p>\n<p>Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.</p>\n<p>Shares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, were mostly lower.</p>\n<p>\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.</p>\n<p>Data on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&amp;P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.</p>\n<p>Strong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.</p>\n<p>\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.</p>\n<p>Also on the earnings front, Pampers maker Procter &amp; Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's <a href=\"https://laohu8.com/S/QSR\">Restaurant Brands International Inc</a> jumped after the Burger King owner beat estimates for quarterly profit.</p>\n<p>Pinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.</p>\n<p>Caterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.</p>\n<p>Results on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500ETF","OEX":"标普100","SPY":"标普500ETF",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF","IVV":"标普500指数ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","COMP":"Compass, Inc.","AMZN":"亚马逊","CAT":"卡特彼勒"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155001152","content_text":"Pinterest sinks on stalled U.S. user growth\nU.S. consumer spending rises in June, inflation increases (Updates to close)\n\nNEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.\nAmazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.\nShares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and Facebook Inc, were mostly lower.\n\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.\nData on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.\nUnofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.\nStrong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.\n\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.\nAlso on the earnings front, Pampers maker Procter & Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's Restaurant Brands International Inc jumped after the Burger King owner beat estimates for quarterly profit.\nPinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.\nCaterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.\nResults on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806200966,"gmtCreate":1627655788155,"gmtModify":1703494272912,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>hooooo","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>hooooo","text":"$Tiger Brokers(TIGR)$hooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806200966","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806677048,"gmtCreate":1627655754684,"gmtModify":1703494272090,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Greet","listText":"Greet","text":"Greet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/806677048","repostId":"2155815630","repostType":4,"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806674097,"gmtCreate":1627655714419,"gmtModify":1703494269444,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Good?&nbsp;","listText":"Good?&nbsp;","text":"Good?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806674097","repostId":"1116716571","repostType":4,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806678005,"gmtCreate":1627655559107,"gmtModify":1703494264014,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806678005","repostId":"2155815630","repostType":4,"repost":{"id":"2155815630","pubTimestamp":1627654225,"share":"https://ttm.financial/m/news/2155815630?lang=&edition=fundamental","pubTime":"2021-07-30 22:10","market":"us","language":"en","title":"U.S. equity funds see big inflows on earnings optimism - Lipper","url":"https://stock-news.laohu8.com/highlight/detail?id=2155815630","media":"StreetInsider","summary":"(Reuters) - U.S. equity funds saw strong inflows in the week to July 28, bolstered by optimism over ","content":"<p>(Reuters) - U.S. equity funds saw strong inflows in the week to July 28, bolstered by optimism over earnings and hopes for a faster economic recovery from the COVID-19 pandemic</p>\n<p>U.S. equity funds attracted a net $8.03 billion, the biggest inflow in five weeks, data from Refinitiv Lipper showed.</p>\n<p><img src=\"https://static.tigerbbs.com/df6cbf699916e7fb682f597098eddc6e\" tg-width=\"1271\" tg-height=\"558\" width=\"100%\" height=\"auto\"></p>\n<p>Equity funds' inflows were heavily focused on exchange-traded funds, whose holdings rose by $10.9 billion.</p>\n<p>On the other hand, U.S. equity mutual funds faced outflows of $943 million, underscoring investors' preference for passive funds in recent months.</p>\n<p>U.S. growth funds received $2.7 billion, the biggest weekly inflow in four months, while U.S. value funds faced meagre outflows.</p>\n<p><img src=\"https://static.tigerbbs.com/ee0e66945a169f4665ef1aa68c8ae17f\" tg-width=\"1276\" tg-height=\"465\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6de15add4f21685abaaeaec3c18d5aee\" tg-width=\"1271\" tg-height=\"527\" width=\"100%\" height=\"auto\"></p>\n<p>Among sector funds, technology, consumer staples and industrial products were in high demand, seeing inflows of $931 million, $693 million and $409 million respectively.</p>\n<p>At the same time, U.S. bond funds also attracted $3.3 billion, the most in three weeks, due to lingering worries over higher inflation and the Delta variant of the novel coronavirus.</p>\n<p><img src=\"https://static.tigerbbs.com/620192986eae6bb29fde746cb77af2c5\" tg-width=\"1276\" tg-height=\"476\" width=\"100%\" height=\"auto\"></p>\n<p>Inflation-protected funds attracted a record $2.2 billion in the week, the data showed.</p>\n<p>U.S. money market funds received a net $17.9 billion, the biggest in nine weeks.</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. equity funds see big inflows on earnings optimism - Lipper</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. equity funds see big inflows on earnings optimism - Lipper\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 22:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18746862><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - U.S. equity funds saw strong inflows in the week to July 28, bolstered by optimism over earnings and hopes for a faster economic recovery from the COVID-19 pandemic\nU.S. equity funds ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18746862\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18746862","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155815630","content_text":"(Reuters) - U.S. equity funds saw strong inflows in the week to July 28, bolstered by optimism over earnings and hopes for a faster economic recovery from the COVID-19 pandemic\nU.S. equity funds attracted a net $8.03 billion, the biggest inflow in five weeks, data from Refinitiv Lipper showed.\n\nEquity funds' inflows were heavily focused on exchange-traded funds, whose holdings rose by $10.9 billion.\nOn the other hand, U.S. equity mutual funds faced outflows of $943 million, underscoring investors' preference for passive funds in recent months.\nU.S. growth funds received $2.7 billion, the biggest weekly inflow in four months, while U.S. value funds faced meagre outflows.\n\nAmong sector funds, technology, consumer staples and industrial products were in high demand, seeing inflows of $931 million, $693 million and $409 million respectively.\nAt the same time, U.S. bond funds also attracted $3.3 billion, the most in three weeks, due to lingering worries over higher inflation and the Delta variant of the novel coronavirus.\n\nInflation-protected funds attracted a record $2.2 billion in the week, the data showed.\nU.S. money market funds received a net $17.9 billion, the biggest in nine weeks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806642717,"gmtCreate":1627655259739,"gmtModify":1703494254300,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogogo","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogogo","text":"$Tiger Brokers(TIGR)$gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806642717","isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808123228,"gmtCreate":1627565935564,"gmtModify":1703492482947,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>hobovo","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>hobovo","text":"$Tiger Brokers(TIGR)$hobovo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808123228","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801913048,"gmtCreate":1627479131484,"gmtModify":1703490735651,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogogo","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogogo","text":"$Tiger Brokers(TIGR)$gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801913048","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809333336,"gmtCreate":1627347326825,"gmtModify":1703488005566,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Soho&nbsp;","listText":"Soho&nbsp;","text":"Soho","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809333336","repostId":"2154650929","repostType":4,"repost":{"id":"2154650929","pubTimestamp":1627345717,"share":"https://ttm.financial/m/news/2154650929?lang=&edition=fundamental","pubTime":"2021-07-27 08:28","market":"us","language":"en","title":"Credit Suisse Pushes Deeper Into China With IPO Underwriting","url":"https://stock-news.laohu8.com/highlight/detail?id=2154650929","media":"Bloomberg","summary":"(Bloomberg) -- Credit Suisse Group AG is pushing deeper into China with plans to extend underwriting","content":"<p>(Bloomberg) -- Credit Suisse Group AG is pushing deeper into China with plans to extend underwriting of initial public offerings even as markets are roiled by Beijing’s crackdown on the booming financial technology and private education industries.</p>\n<p>The Swiss lender plans to sponsor initial public offerings on the Nasdaq-like Star Market Board in Shanghai, Tim Tu, head of the bank’s China securities joint-venture said at a briefing in Beijing on Monday. The unit is also seeking securities investment advisory and proprietary trading licenses, he said.</p>\n<p>The plan comes at a time when China’s technology industry has been thrown into turmoil by a broad campaign that began late 2020 against the growing heft of Chinese internet companies from Didi Global Inc. to Alibaba Group Holding Ltd. Investors have been rattled by a series of regulatory crackdowns that expanded from fintech to encompass everything from ride-hailing to grocery buying, food delivery and online education.</p>\n<p>Also under the scanner are offshore listings as China moves to secure the treasure trove of data Internet platforms control. The increased reviews will likely drive more Chinese firms to seek listings closer to home, in Hong Kong as well as on the mainland.</p>\n<p>With Shanghai’s Star board, Credit Suisse is betting on the growing importance of a market which many global banks have yet to fully embrace. Under a quirky rule for IPOs on China’s technology exchange, lead banks must buy at least 2% of the shares issued, something most foreign players have shied away from given the need for additional capital. So far only UBS Group AG has led deals on the venue.</p>\n<p>“We understand and support the regulatory requirements” on co-investing at Star and the company has been preparing “prudently,” said Tu, adding that Credit Suisse has potential deals in the pipeline and aims to secure them as soon as possible.</p>\n<p>In a move that may boost future revenues, the Swiss bank’s venture also plans to apply for a nationwide license for its securities brokerage, Janice Hu, the lender’s newly-appointed chief executive officer of China, said at the event.</p>\n<p>Business Expansion</p>\n<p>The company aims to “gradually expand our business scope into wealth management, widen business channels and create more business opportunities” in China, Hu said.</p>\n<p>Credit Suisse renamed its China securities joint venture with Founder Securities Co Ltd. as Credit Suisse Securities (China) Ltd last month, after obtaining 51% ownership.</p>\n<p>Along with other major banks Credit Suisse is pushing into China as it opens its capital markets. More than 60 professionals have been recruited to join the joint-venture across all businesses since it became the majority shareholder and Credit Suisse plans to double headcount in the next 18-24 months, Hu said.</p>\n<p>The China expansion comes as Credit Suisse is seeking to stem defections elsewhere as it deals with the fallout of the collapses of Greensill Capital and family office Archegos Capital Management. Many of the departures so far have affected the investment bank, where the firm has offered retention bonuses to help offset the hit to stock-based awards.</p>","source":"yahoofinance","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>Credit Suisse Pushes Deeper Into China With IPO Underwriting</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCredit Suisse Pushes Deeper Into China With IPO Underwriting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 08:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/credit-suisse-pushes-deeper-china-134237113.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Credit Suisse Group AG is pushing deeper into China with plans to extend underwriting of initial public offerings even as markets are roiled by Beijing’s crackdown on the booming ...</p>\n\n<a href=\"https://finance.yahoo.com/news/credit-suisse-pushes-deeper-china-134237113.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/credit-suisse-pushes-deeper-china-134237113.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2154650929","content_text":"(Bloomberg) -- Credit Suisse Group AG is pushing deeper into China with plans to extend underwriting of initial public offerings even as markets are roiled by Beijing’s crackdown on the booming financial technology and private education industries.\nThe Swiss lender plans to sponsor initial public offerings on the Nasdaq-like Star Market Board in Shanghai, Tim Tu, head of the bank’s China securities joint-venture said at a briefing in Beijing on Monday. The unit is also seeking securities investment advisory and proprietary trading licenses, he said.\nThe plan comes at a time when China’s technology industry has been thrown into turmoil by a broad campaign that began late 2020 against the growing heft of Chinese internet companies from Didi Global Inc. to Alibaba Group Holding Ltd. Investors have been rattled by a series of regulatory crackdowns that expanded from fintech to encompass everything from ride-hailing to grocery buying, food delivery and online education.\nAlso under the scanner are offshore listings as China moves to secure the treasure trove of data Internet platforms control. The increased reviews will likely drive more Chinese firms to seek listings closer to home, in Hong Kong as well as on the mainland.\nWith Shanghai’s Star board, Credit Suisse is betting on the growing importance of a market which many global banks have yet to fully embrace. Under a quirky rule for IPOs on China’s technology exchange, lead banks must buy at least 2% of the shares issued, something most foreign players have shied away from given the need for additional capital. So far only UBS Group AG has led deals on the venue.\n“We understand and support the regulatory requirements” on co-investing at Star and the company has been preparing “prudently,” said Tu, adding that Credit Suisse has potential deals in the pipeline and aims to secure them as soon as possible.\nIn a move that may boost future revenues, the Swiss bank’s venture also plans to apply for a nationwide license for its securities brokerage, Janice Hu, the lender’s newly-appointed chief executive officer of China, said at the event.\nBusiness Expansion\nThe company aims to “gradually expand our business scope into wealth management, widen business channels and create more business opportunities” in China, Hu said.\nCredit Suisse renamed its China securities joint venture with Founder Securities Co Ltd. as Credit Suisse Securities (China) Ltd last month, after obtaining 51% ownership.\nAlong with other major banks Credit Suisse is pushing into China as it opens its capital markets. More than 60 professionals have been recruited to join the joint-venture across all businesses since it became the majority shareholder and Credit Suisse plans to double headcount in the next 18-24 months, Hu said.\nThe China expansion comes as Credit Suisse is seeking to stem defections elsewhere as it deals with the fallout of the collapses of Greensill Capital and family office Archegos Capital Management. Many of the departures so far have affected the investment bank, where the firm has offered retention bonuses to help offset the hit to stock-based awards.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174362277,"gmtCreate":1627080259899,"gmtModify":1703483764031,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Amazing","listText":"Amazing","text":"Amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174362277","repostId":"2153984780","repostType":4,"repost":{"id":"2153984780","pubTimestamp":1627050840,"share":"https://ttm.financial/m/news/2153984780?lang=&edition=fundamental","pubTime":"2021-07-23 22:34","market":"us","language":"en","title":"Disney Rides Become the Feature Attractions","url":"https://stock-news.laohu8.com/highlight/detail?id=2153984780","media":"Motley Fool","summary":"A new Disney+ series and a movie hitting theaters next week place theme park rides front and center.","content":"<p><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a></b>&nbsp;has made an art out of turning big theatrical releases into theme park rides and attractions. The tables are starting to turn. Disney+ introduced a new series this week -- <i>Behind the Attraction</i> -- with every episode looking at the origin of popular theme park attractions.</p>\n<p>The stakes will be raised even higher when <i>Jungle Cruise</i> hits theaters next week. The film, starring Dwayne Johnson and Emily Blunt, is named and themed loosely for the classic pun-laden Disneyland boat ride.</p>\n<p><img src=\"https://static.tigerbbs.com/90b3a056f576c8af38de26d54efb9266\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Disney.</p>\n<h3>Behind the scenes</h3>\n<p>This isn't the first time Disney has leaned on an iconic in-park experience as a content creator. The Pirates of the Caribbean swashbuckler-heavy boat ride has spawned the most successful theatrical franchise based on a theme park attraction, but Disney hasn't shied away from putting out films titled <i>Country Bear Jamboree</i>, <i>Haunted Mansion</i>, <i>Mission to Mars</i>, and <i><a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> of Terro</i>r.</p>\n<p>Some of those flicks aren't particularly watchable, but the synergy is fairly obvious if things click. A blockbuster at the multiplex will draw visitors to Disneyland or Disney World, and the media giant won't have to invest in building a new ride to cash in on a hot movie.</p>\n<p>Next week's <i>Jungle Cruise</i> will be somewhat different. Disney has been investing in updating the attraction on both coasts. It's not necessarily the new film's arrival inspiring the tweaks. We're not getting audio-animatronics of Blunt and The Rock added to the watery attraction. The original Jungle Cruise ride had some elements that don't jibe with the woke new normal, joining Pirates of the Caribbean and eventually Splash Mountain as classic rides that are going for a more socially-aware makeover.</p>\n<p>Disney's ecosystem is difficult to top. It operates the world's most-visited theme parks. In 2019 it put out the country's six highest-grossing films. Its media empire is helmed by <a href=\"https://laohu8.com/S/01288\">ABC</a>, Disney Channel, and ESPN, and they give the House of Mouse a deep reach into homes. It's not just mere luck that the Disney+ streaming service would go on to top 100 million paying subscribers just months into its second year of availability. Put it all together and Disney is built to cash in on any property that spikes in popularity in any of its operating segments.</p>\n<p>The easiest connection is when Disney has a hit movie, a pond that is well stocked after making 10-figure acquisitions of Marvel, Pixar, and Lucasfilm. Lucasfilm's <i>Star Wars</i> is the basis of themed lands at Disney's theme parks in Florida and California; it's the series that put Disney+ on the map, and a <i>Star Wars</i>-themed luxury escapism hotel will open next year at Disney World.</p>\n<p>The new <i>Behind the Attraction</i>&nbsp;show on Disney+ is smart. It gives the bellwether media stock promotional material that it can push out as content for the fast-growing service. If <i>Jungle Cruise</i> is a hit, it will be even smarter, especially if it's successful enough to warrant sequels that will keep demand humming for the theme park experience as well as incremental merchandising opportunities. Sometimes the best place to mine for content is in your own backyard.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney Rides Become the Feature Attractions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney Rides Become the Feature Attractions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 22:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/23/disney-rides-become-the-feature-attractions/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Walt Disney has made an art out of turning big theatrical releases into theme park rides and attractions. The tables are starting to turn. Disney+ introduced a new series this week -- Behind the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/23/disney-rides-become-the-feature-attractions/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/07/23/disney-rides-become-the-feature-attractions/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153984780","content_text":"Walt Disney has made an art out of turning big theatrical releases into theme park rides and attractions. The tables are starting to turn. Disney+ introduced a new series this week -- Behind the Attraction -- with every episode looking at the origin of popular theme park attractions.\nThe stakes will be raised even higher when Jungle Cruise hits theaters next week. The film, starring Dwayne Johnson and Emily Blunt, is named and themed loosely for the classic pun-laden Disneyland boat ride.\n\nImage source: Disney.\nBehind the scenes\nThis isn't the first time Disney has leaned on an iconic in-park experience as a content creator. The Pirates of the Caribbean swashbuckler-heavy boat ride has spawned the most successful theatrical franchise based on a theme park attraction, but Disney hasn't shied away from putting out films titled Country Bear Jamboree, Haunted Mansion, Mission to Mars, and Tower of Terror.\nSome of those flicks aren't particularly watchable, but the synergy is fairly obvious if things click. A blockbuster at the multiplex will draw visitors to Disneyland or Disney World, and the media giant won't have to invest in building a new ride to cash in on a hot movie.\nNext week's Jungle Cruise will be somewhat different. Disney has been investing in updating the attraction on both coasts. It's not necessarily the new film's arrival inspiring the tweaks. We're not getting audio-animatronics of Blunt and The Rock added to the watery attraction. The original Jungle Cruise ride had some elements that don't jibe with the woke new normal, joining Pirates of the Caribbean and eventually Splash Mountain as classic rides that are going for a more socially-aware makeover.\nDisney's ecosystem is difficult to top. It operates the world's most-visited theme parks. In 2019 it put out the country's six highest-grossing films. Its media empire is helmed by ABC, Disney Channel, and ESPN, and they give the House of Mouse a deep reach into homes. It's not just mere luck that the Disney+ streaming service would go on to top 100 million paying subscribers just months into its second year of availability. Put it all together and Disney is built to cash in on any property that spikes in popularity in any of its operating segments.\nThe easiest connection is when Disney has a hit movie, a pond that is well stocked after making 10-figure acquisitions of Marvel, Pixar, and Lucasfilm. Lucasfilm's Star Wars is the basis of themed lands at Disney's theme parks in Florida and California; it's the series that put Disney+ on the map, and a Star Wars-themed luxury escapism hotel will open next year at Disney World.\nThe new Behind the Attraction show on Disney+ is smart. It gives the bellwether media stock promotional material that it can push out as content for the fast-growing service. If Jungle Cruise is a hit, it will be even smarter, especially if it's successful enough to warrant sequels that will keep demand humming for the theme park experience as well as incremental merchandising opportunities. Sometimes the best place to mine for content is in your own backyard.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":802164967,"gmtCreate":1627736030759,"gmtModify":1703495345629,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogogo","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogogo","text":"$Tiger Brokers(TIGR)$gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/802164967","isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802165537,"gmtCreate":1627735912829,"gmtModify":1703495345146,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Hood&nbsp;","listText":"Hood&nbsp;","text":"Hood","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802165537","repostId":"2155001152","repostType":4,"repost":{"id":"2155001152","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1627675228,"share":"https://ttm.financial/m/news/2155001152?lang=&edition=fundamental","pubTime":"2021-07-31 04:00","market":"us","language":"en","title":"Wall Street declines with Amazon; S&P 500 posts gains for month","url":"https://stock-news.laohu8.com/highlight/detail?id=2155001152","media":"Reuters","summary":"U.S. consumer spending rises in June, inflation increases . NEW YORK, July 30  - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.Shares of oth","content":"<ul>\n <li>Pinterest sinks on stalled U.S. user growth</li>\n <li>U.S. consumer spending rises in June, inflation increases (Updates to close)</li>\n</ul>\n<p>NEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&amp;P 500 still posted a sixth straight month of gains.</p>\n<p>Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.</p>\n<p>Shares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, were mostly lower.</p>\n<p>\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.</p>\n<p>Data on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&amp;P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.</p>\n<p>Strong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.</p>\n<p>\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.</p>\n<p>Also on the earnings front, Pampers maker Procter &amp; Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's <a href=\"https://laohu8.com/S/QSR\">Restaurant Brands International Inc</a> jumped after the Burger King owner beat estimates for quarterly profit.</p>\n<p>Pinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.</p>\n<p>Caterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.</p>\n<p>Results on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)</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>Wall Street declines with Amazon; S&P 500 posts gains for month</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street declines with Amazon; S&P 500 posts gains for month\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-31 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Pinterest sinks on stalled U.S. user growth</li>\n <li>U.S. consumer spending rises in June, inflation increases (Updates to close)</li>\n</ul>\n<p>NEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&amp;P 500 still posted a sixth straight month of gains.</p>\n<p>Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.</p>\n<p>Shares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, were mostly lower.</p>\n<p>\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.</p>\n<p>Data on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&amp;P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.</p>\n<p>Strong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.</p>\n<p>\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.</p>\n<p>Also on the earnings front, Pampers maker Procter &amp; Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's <a href=\"https://laohu8.com/S/QSR\">Restaurant Brands International Inc</a> jumped after the Burger King owner beat estimates for quarterly profit.</p>\n<p>Pinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.</p>\n<p>Caterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.</p>\n<p>Results on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500ETF","OEX":"标普100","SPY":"标普500ETF",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF","IVV":"标普500指数ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","COMP":"Compass, Inc.","AMZN":"亚马逊","CAT":"卡特彼勒"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155001152","content_text":"Pinterest sinks on stalled U.S. user growth\nU.S. consumer spending rises in June, inflation increases (Updates to close)\n\nNEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.\nAmazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.\nShares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and Facebook Inc, were mostly lower.\n\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.\nData on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.\nUnofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.\nStrong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.\n\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.\nAlso on the earnings front, Pampers maker Procter & Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's Restaurant Brands International Inc jumped after the Burger King owner beat estimates for quarterly profit.\nPinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.\nCaterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.\nResults on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806677048,"gmtCreate":1627655754684,"gmtModify":1703494272090,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Greet","listText":"Greet","text":"Greet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/806677048","repostId":"2155815630","repostType":4,"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145632246,"gmtCreate":1626220654785,"gmtModify":1703755663988,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Yoo&nbsp;","listText":"Yoo&nbsp;","text":"Yoo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/145632246","repostId":"1126251044","repostType":4,"repost":{"id":"1126251044","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":1626218657,"share":"https://ttm.financial/m/news/1126251044?lang=&edition=fundamental","pubTime":"2021-07-14 07:24","market":"hk","language":"zh","title":"医脉通一手中签率5%，认购90手稳中一手","url":"https://stock-news.laohu8.com/highlight/detail?id=1126251044","media":"老虎资讯综合","summary":"7月14日，医脉通发布公告，公司全球发售约1.55亿股股份，其中香港发售股份7754.8万股，国际发售股份7754.8万股，另有15%超额配股权；发售价已厘定为每股发售股份27.20港元，每手买卖单位","content":"<p>7月14日，<a href=\"https://laohu8.com/S/02192\">医脉通</a>发布公告，公司全球发售约1.55亿股股份，其中香港发售股份7754.8万股，国际发售股份7754.8万股，另有15%超额配股权；发售价已厘定为每股发售股份27.20港元，每手买卖单位500股；<a href=\"https://laohu8.com/S/GS\">高盛</a>及<a href=\"https://laohu8.com/S/00665\">海通国际</a>为联席保荐人，预期股份将于2021年7月15日于联交所主板挂牌上市。</p>\n<p><b>老虎资讯整理相关数据如下：</b></p>\n<p><img src=\"https://static.tigerbbs.com/fa9b3e669a6b601bd6f663db62eb0518\" tg-width=\"1059\" tg-height=\"824\"></p>\n<p><b>分配结果：</b></p>\n<p>甲组每手500股，一手中签率5%，认购90手稳中一手。</p>\n<p>乙组头为20万股（400手），获配1000股（2手）。</p>\n<p><img src=\"https://static.tigerbbs.com/836a351342d5d77d292efd488168758f\" tg-width=\"863\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/21001441e923fa8b5c5f3e75ed77dcb8\" tg-width=\"873\" tg-height=\"538\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/4701c7bcc7cc26514d87a7f555b281bc\" tg-width=\"856\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p>\n<p>国际发售初步提呈发售的发售股份获大幅超额认购，相当于国际发售初步可供认购发售股份总数约31.2倍。根据香港公开发售初步提呈发售的香港公开发售股份获大幅超额认购。公司合共接获626,195份有效申请，认购合共91.88亿股香港公开发售股份，相当于香港公开发售初步可供认购香港公开发售股份总数约592.41倍。</p>\n<p>根据发售价每股27.20港元及基石投资协议，基石投资者认购合共6278.45万股发售股份，相当于全球发售完成后已发行股本约9.10%(假设并无行使超额配股权且并无计及可能因根据购股权计划已授出或将授出的购股权获行使而发行的任何股份)；及全球发售的发售股份数目约40.48%(假设并无行使超额配股权)。</p>\n<p>按发售价每股发售股份27.20港元计算，公司估计自全球发售收取所得款项净额约40.01亿港元。其中，所得款项净额约40%拟用于在未来三至五年内扩展业务；约30%拟用于在未来三至五年内投资技术及提高研发能力；约20%拟用于精心挑选战略投资或收购机会；及约10%拟用作一般补充营运资金及其他一般企业用途。</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>医脉通一手中签率5%，认购90手稳中一手</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n医脉通一手中签率5%，认购90手稳中一手\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-14 07:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月14日，<a href=\"https://laohu8.com/S/02192\">医脉通</a>发布公告，公司全球发售约1.55亿股股份，其中香港发售股份7754.8万股，国际发售股份7754.8万股，另有15%超额配股权；发售价已厘定为每股发售股份27.20港元，每手买卖单位500股；<a href=\"https://laohu8.com/S/GS\">高盛</a>及<a href=\"https://laohu8.com/S/00665\">海通国际</a>为联席保荐人，预期股份将于2021年7月15日于联交所主板挂牌上市。</p>\n<p><b>老虎资讯整理相关数据如下：</b></p>\n<p><img src=\"https://static.tigerbbs.com/fa9b3e669a6b601bd6f663db62eb0518\" tg-width=\"1059\" tg-height=\"824\"></p>\n<p><b>分配结果：</b></p>\n<p>甲组每手500股，一手中签率5%，认购90手稳中一手。</p>\n<p>乙组头为20万股（400手），获配1000股（2手）。</p>\n<p><img src=\"https://static.tigerbbs.com/836a351342d5d77d292efd488168758f\" tg-width=\"863\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/21001441e923fa8b5c5f3e75ed77dcb8\" tg-width=\"873\" tg-height=\"538\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/4701c7bcc7cc26514d87a7f555b281bc\" tg-width=\"856\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p>\n<p>国际发售初步提呈发售的发售股份获大幅超额认购，相当于国际发售初步可供认购发售股份总数约31.2倍。根据香港公开发售初步提呈发售的香港公开发售股份获大幅超额认购。公司合共接获626,195份有效申请，认购合共91.88亿股香港公开发售股份，相当于香港公开发售初步可供认购香港公开发售股份总数约592.41倍。</p>\n<p>根据发售价每股27.20港元及基石投资协议，基石投资者认购合共6278.45万股发售股份，相当于全球发售完成后已发行股本约9.10%(假设并无行使超额配股权且并无计及可能因根据购股权计划已授出或将授出的购股权获行使而发行的任何股份)；及全球发售的发售股份数目约40.48%(假设并无行使超额配股权)。</p>\n<p>按发售价每股发售股份27.20港元计算，公司估计自全球发售收取所得款项净额约40.01亿港元。其中，所得款项净额约40%拟用于在未来三至五年内扩展业务；约30%拟用于在未来三至五年内投资技术及提高研发能力；约20%拟用于精心挑选战略投资或收购机会；及约10%拟用作一般补充营运资金及其他一般企业用途。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"02192":"医脉通"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126251044","content_text":"7月14日，医脉通发布公告，公司全球发售约1.55亿股股份，其中香港发售股份7754.8万股，国际发售股份7754.8万股，另有15%超额配股权；发售价已厘定为每股发售股份27.20港元，每手买卖单位500股；高盛及海通国际为联席保荐人，预期股份将于2021年7月15日于联交所主板挂牌上市。\n老虎资讯整理相关数据如下：\n\n分配结果：\n甲组每手500股，一手中签率5%，认购90手稳中一手。\n乙组头为20万股（400手），获配1000股（2手）。\n\n国际发售初步提呈发售的发售股份获大幅超额认购，相当于国际发售初步可供认购发售股份总数约31.2倍。根据香港公开发售初步提呈发售的香港公开发售股份获大幅超额认购。公司合共接获626,195份有效申请，认购合共91.88亿股香港公开发售股份，相当于香港公开发售初步可供认购香港公开发售股份总数约592.41倍。\n根据发售价每股27.20港元及基石投资协议，基石投资者认购合共6278.45万股发售股份，相当于全球发售完成后已发行股本约9.10%(假设并无行使超额配股权且并无计及可能因根据购股权计划已授出或将授出的购股权获行使而发行的任何股份)；及全球发售的发售股份数目约40.48%(假设并无行使超额配股权)。\n按发售价每股发售股份27.20港元计算，公司估计自全球发售收取所得款项净额约40.01亿港元。其中，所得款项净额约40%拟用于在未来三至五年内扩展业务；约30%拟用于在未来三至五年内投资技术及提高研发能力；约20%拟用于精心挑选战略投资或收购机会；及约10%拟用作一般补充营运资金及其他一般企业用途。","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807224456,"gmtCreate":1628040043675,"gmtModify":1703500044309,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>goup","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>goup","text":"$Tiger Brokers(TIGR)$goup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807224456","isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807226880,"gmtCreate":1628039891140,"gmtModify":1703500039125,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogogo","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogogo","text":"$Tiger Brokers(TIGR)$gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807226880","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890471435,"gmtCreate":1628130856527,"gmtModify":1703501799145,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogo","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogo","text":"$Tiger Brokers(TIGR)$gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890471435","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805787588,"gmtCreate":1627907422944,"gmtModify":1703497603218,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;good investment?&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;good investment?&nbsp;","text":"$Tiger Brokers(TIGR)$ good investment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805787588","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806674097,"gmtCreate":1627655714419,"gmtModify":1703494269444,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Good?&nbsp;","listText":"Good?&nbsp;","text":"Good?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806674097","repostId":"1116716571","repostType":4,"repost":{"id":"1116716571","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1627653249,"share":"https://ttm.financial/m/news/1116716571?lang=&edition=fundamental","pubTime":"2021-07-30 21:54","market":"us","language":"en","title":"Bullard: Fed should taper this fall, go \"fairly rapidly\" to end early 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1116716571","media":"Reuters","summary":"WASHINGTON, July 30 (Reuters) - The Federal Reserve should start reducing its $120 billion in monthl","content":"<p>WASHINGTON, July 30 (Reuters) - The Federal Reserve should start reducing its $120 billion in monthly bond purchases this fall and cut them \"fairly rapidly\" so the program ends in the first months of 2022 and paves the way for a rate increase that year if needed, St. Louis Federal Reserve president James Bullard said on Monday.</p>\n<p>\"This is all about moving the supertanker and nudging the supertanker in the right direction at the right time,\" Bullard said, arguing that the Fed is not well positioned right now to deal with a persistent inflation shock.</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>Bullard: Fed should taper this fall, go \"fairly rapidly\" to end early 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBullard: Fed should taper this fall, go \"fairly rapidly\" to end early 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-30 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WASHINGTON, July 30 (Reuters) - The Federal Reserve should start reducing its $120 billion in monthly bond purchases this fall and cut them \"fairly rapidly\" so the program ends in the first months of 2022 and paves the way for a rate increase that year if needed, St. Louis Federal Reserve president James Bullard said on Monday.</p>\n<p>\"This is all about moving the supertanker and nudging the supertanker in the right direction at the right time,\" Bullard said, arguing that the Fed is not well positioned right now to deal with a persistent inflation shock.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116716571","content_text":"WASHINGTON, July 30 (Reuters) - The Federal Reserve should start reducing its $120 billion in monthly bond purchases this fall and cut them \"fairly rapidly\" so the program ends in the first months of 2022 and paves the way for a rate increase that year if needed, St. Louis Federal Reserve president James Bullard said on Monday.\n\"This is all about moving the supertanker and nudging the supertanker in the right direction at the right time,\" Bullard said, arguing that the Fed is not well positioned right now to deal with a persistent inflation shock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802165492,"gmtCreate":1627735968616,"gmtModify":1703495345307,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802165492","repostId":"1173075225","repostType":4,"repost":{"id":"1173075225","pubTimestamp":1627704977,"share":"https://ttm.financial/m/news/1173075225?lang=&edition=fundamental","pubTime":"2021-07-31 12:16","market":"us","language":"en","title":"5 Best Dividend Stocks to Buy in August","url":"https://stock-news.laohu8.com/highlight/detail?id=1173075225","media":"US News","summary":"In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.That hints that gains could be tougher to score in the months ahea","content":"<p>In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.</p>\n<p>That hints that gains could be tougher to score in the months ahead -- and could be a sign that income-oriented dividend stocks may provide not just stability but also a nice flow of cash to ensure your nest egg keeps growing.</p>\n<p>If you're interested individend stocksright now, here are five that look particularly strong at the start of August:</p>\n<ul>\n <li>EPR Properties (ticker:EPR)</li>\n <li><a href=\"https://laohu8.com/S/NAVI\">Navient Corp</a>. (NAVI)</li>\n <li>Pfizer Inc. (PFE)</li>\n <li>Vedanta Ltd. (VEDL)</li>\n <li>Vistra Corp. (VST)</li>\n</ul>\n<p>[Sign up for stock news with our Invested newsletter.]</p>\n<p><b>EPR Properties (EPR)</b></p>\n<p><b>Dividend yield:</b>5.7%</p>\n<p>EPR is a leading \"net lease\" real estate investment trust, meaning it demands clients pay for ancillary expenses like maintenance or insurance on the properties while it just cashes the rent check. It's not a shopping mall or residential real estate firm, however, and focuses on \"out of home leisure and recreation experiences,\" including movie theaters, beach resorts and ski slopes across more than 40 states. Obviously, with the overall easing of coronavirus restrictions, EPR has been seeing a huge recovery to its business compared with its performance last summer in the throes of lockdowns. Shares are up about 60% year to date, and EPR just resumed a 25 cent quarterly dividend in July. That bodes well both for future performance and future dividends.</p>\n<p><b>Navient Corp. (NAVI)</b></p>\n<p><b>Dividend yield:</b>3.2%</p>\n<p>Student loan provider Navient was not exactly a popular stock a year or two ago amid political discussions ofstudent debtforgiveness, which were followed closely by fears of an economic downturn caused by coronavirus disruptions that would upset the payments of young graduates. The financial firm's quarterly dividend of 16 cents, however, went uninterrupted throughout the upheaval, and now NAVI stock is facing an uptrend considering that both the economic and political outlook have improved. Shares are up a huge 150% or so in the last 12 months, and it still offers a dividend that's more than twice the S&amp;P 500, even after that run.</p>\n<p><b>Pfizer Inc. (PFE)</b></p>\n<p><b>Dividend yield:</b>3.6%</p>\n<p>Big Pharma mainstay Pfizer has outperformed the broader stock market slightly in 2021, continuing to ride high on its high-profile success developing an effective coronavirus vaccine. Given the risk posed by variants of the disease, along with a continued push to vaccinate worldwide now that many developed markets have gotten their shots, investors could continue to see a decent tailwind for PFE in the near term. On top of that, don't forget this $240 billion drugmaker remains <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most dominanthealth care companieson the planet, and one of the most reliable dividend stocks out there with an amazing streak of 330 consecutive quarterly dividends paid to shareholders.</p>\n<p><b>Vedanta Ltd. (VEDL)</b></p>\n<p><b>Dividend yield:</b>5.1%</p>\n<p>Vedanta is an India-based industrial conglomerate that operates a diversified natural resources business spanning oil and gas production as well as coal,silverandcoppermining. It also takes the energy sources it extracts and operates power generation facilities, operating an arm that is a major electric utility in the nation. Given that this stock is in an emerging market and not as large as other materials stocks at only about $14 billion, there's a bit more risk here than in other similar stocks. But with a generous dividend and rising revenues, thanks to the global economic recovery, this stock has been a top performer lately with year-to-date returns of more than 60% in 2021.</p>\n<p><b>Vistra Corp. (VST)</b></p>\n<p><b>Dividend yield:</b>3.1%</p>\n<p>A Texas-based utility company, Vistra is an electricity provider -- one of the most stable businesses on Wall Street. But VST also has modest growth potential as it operates in six of the seven wholesale markets where utilities compete for customers, thanks to deregulation. Right now, it has nearly 5 million residential, commercial and industrial connections in about 20 states. Additionally, it announced construction of a 1,600 megawatt-hour battery energy storage system in California, which has captivated investors. Shares have underperformed year to date in 2021, but are up about 30% from their spring lows -- and continue to offer a generous dividend on top of this short-term momentum.</p>","source":"lsy1627705648360","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>5 Best Dividend Stocks to Buy in August</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Best Dividend Stocks to Buy in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 12:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/5-best-dividend-stocks-buy-175503089.html><strong>US News</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market ...</p>\n\n<a href=\"https://finance.yahoo.com/news/5-best-dividend-stocks-buy-175503089.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EPR":"EPR不动产","VEDL":"Vedanta  Limited","VST":"Vistra Energy Corp.","PFE":"辉瑞","NAVI":"Navient Corp"},"source_url":"https://finance.yahoo.com/news/5-best-dividend-stocks-buy-175503089.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173075225","content_text":"In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.\nThat hints that gains could be tougher to score in the months ahead -- and could be a sign that income-oriented dividend stocks may provide not just stability but also a nice flow of cash to ensure your nest egg keeps growing.\nIf you're interested individend stocksright now, here are five that look particularly strong at the start of August:\n\nEPR Properties (ticker:EPR)\nNavient Corp. (NAVI)\nPfizer Inc. (PFE)\nVedanta Ltd. (VEDL)\nVistra Corp. (VST)\n\n[Sign up for stock news with our Invested newsletter.]\nEPR Properties (EPR)\nDividend yield:5.7%\nEPR is a leading \"net lease\" real estate investment trust, meaning it demands clients pay for ancillary expenses like maintenance or insurance on the properties while it just cashes the rent check. It's not a shopping mall or residential real estate firm, however, and focuses on \"out of home leisure and recreation experiences,\" including movie theaters, beach resorts and ski slopes across more than 40 states. Obviously, with the overall easing of coronavirus restrictions, EPR has been seeing a huge recovery to its business compared with its performance last summer in the throes of lockdowns. Shares are up about 60% year to date, and EPR just resumed a 25 cent quarterly dividend in July. That bodes well both for future performance and future dividends.\nNavient Corp. (NAVI)\nDividend yield:3.2%\nStudent loan provider Navient was not exactly a popular stock a year or two ago amid political discussions ofstudent debtforgiveness, which were followed closely by fears of an economic downturn caused by coronavirus disruptions that would upset the payments of young graduates. The financial firm's quarterly dividend of 16 cents, however, went uninterrupted throughout the upheaval, and now NAVI stock is facing an uptrend considering that both the economic and political outlook have improved. Shares are up a huge 150% or so in the last 12 months, and it still offers a dividend that's more than twice the S&P 500, even after that run.\nPfizer Inc. (PFE)\nDividend yield:3.6%\nBig Pharma mainstay Pfizer has outperformed the broader stock market slightly in 2021, continuing to ride high on its high-profile success developing an effective coronavirus vaccine. Given the risk posed by variants of the disease, along with a continued push to vaccinate worldwide now that many developed markets have gotten their shots, investors could continue to see a decent tailwind for PFE in the near term. On top of that, don't forget this $240 billion drugmaker remains one of the most dominanthealth care companieson the planet, and one of the most reliable dividend stocks out there with an amazing streak of 330 consecutive quarterly dividends paid to shareholders.\nVedanta Ltd. (VEDL)\nDividend yield:5.1%\nVedanta is an India-based industrial conglomerate that operates a diversified natural resources business spanning oil and gas production as well as coal,silverandcoppermining. It also takes the energy sources it extracts and operates power generation facilities, operating an arm that is a major electric utility in the nation. Given that this stock is in an emerging market and not as large as other materials stocks at only about $14 billion, there's a bit more risk here than in other similar stocks. But with a generous dividend and rising revenues, thanks to the global economic recovery, this stock has been a top performer lately with year-to-date returns of more than 60% in 2021.\nVistra Corp. (VST)\nDividend yield:3.1%\nA Texas-based utility company, Vistra is an electricity provider -- one of the most stable businesses on Wall Street. But VST also has modest growth potential as it operates in six of the seven wholesale markets where utilities compete for customers, thanks to deregulation. Right now, it has nearly 5 million residential, commercial and industrial connections in about 20 states. Additionally, it announced construction of a 1,600 megawatt-hour battery energy storage system in California, which has captivated investors. Shares have underperformed year to date in 2021, but are up about 30% from their spring lows -- and continue to offer a generous dividend on top of this short-term momentum.","news_type":1},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806678005,"gmtCreate":1627655559107,"gmtModify":1703494264014,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806678005","repostId":"2155815630","repostType":4,"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801913048,"gmtCreate":1627479131484,"gmtModify":1703490735651,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogogo","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>gogogo","text":"$Tiger Brokers(TIGR)$gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801913048","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174362177,"gmtCreate":1627080243299,"gmtModify":1703483763546,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Amazing&nbsp;","listText":"Amazing&nbsp;","text":"Amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/174362177","repostId":"2153984780","repostType":4,"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175293434,"gmtCreate":1627032299828,"gmtModify":1703482850147,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Good to hear","listText":"Good to hear","text":"Good to hear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175293434","repostId":"1176974708","repostType":4,"repost":{"id":"1176974708","pubTimestamp":1627031301,"share":"https://ttm.financial/m/news/1176974708?lang=&edition=fundamental","pubTime":"2021-07-23 17:08","market":"hk","language":"en","title":"Stock Futures Put S&P 500 On Track for Weekly Gain","url":"https://stock-news.laohu8.com/highlight/detail?id=1176974708","media":"The Wall Street Journal","summary":"The monthslong rally in stocks has forged ahead as investors draw comfort from a strong start to ear","content":"<p>The monthslong rally in stocks has forged ahead as investors draw comfort from a strong start to earnings season.&nbsp;</p>\n<p><b>Stock-index futures</b><img src=\"https://static.tigerbbs.com/70ecd8df409875957bd482a50af4bee3\" tg-width=\"848\" tg-height=\"544\" referrerpolicy=\"no-referrer\"><i>Source: FactSet</i></p>\n<p>U.S. stock futures rose Friday, putting major indexes on track for weekly gains with large technology stocks driving the rally.</p>\n<p>Futures for the S&amp;P 500 edged up 0.4%, pointing to the index extending gains. The broad market gauge had&nbsp;advanced over 0.9% for the weekby Thursday’s close, despite the steep leg down on Monday. Contracts for the Dow Jones Industrial Average ticked 0.3% higher. Futures on the technology-focused Nasdaq-100 added 0.5%.</p>\n<p>The monthslong rally in stocks has resumed after markets skidded at the start of the week in response to concerns about thefast-spreading Delta variant. Investors have drawn comfort from rapid earnings growth at the biggest American companies. Money managers also say governments in the U.S. and Europe are unlikely to bring in lockdowns that restrict growth, even if rising cases take the shine off the economic recovery.</p>\n<p>“You have an earnings season that is going tremendously well,” said Seema Shah, chief strategist at&nbsp;<a href=\"https://laohu8.com/S/PFG\">Principal</a>.&nbsp;The economic outlook isn’t as strong as it was three months ago, but “the path ahead is not that negative and certainly there is a lot of buying the dip,” she added.</p>\n<p>Ms. Shah is keeping a close eye on what executives are saying about their ability to pass higher input costs to customers instead of taking the hit in profit margins. The flip side: If many companies succeed in feeding costs through,inflation will take longer to subside, which could prompt concerns about higher interest rates and knock the market.</p>\n<p>American Express,&nbsp;oil-field services firm&nbsp;<a href=\"https://laohu8.com/S/SLB\">Schlumberger</a>,&nbsp;<a href=\"https://laohu8.com/S/NEE\">NextEra</a> and industrial conglomerate&nbsp;<a href=\"https://laohu8.com/S/HON\">Honeywell</a> International are among the companies due to report earnings before the bell in New York. Of the roughly 110 companies in the S&amp;P 500 that have posted results for the second quarter, 85% have topped analysts’ profit forecasts, according to FactSet.</p>\n<p><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> ’s stock leapt 17% in premarket trading on revenue that more than doubled in the second quarter and thefastest user growth in four years.</p>\n<p><a href=\"https://laohu8.com/S/TWTR\">Twitter</a>&nbsp;shares rose over 5% in premarket trading after thesocial-media companyreported a 74% increase in revenue in the second quarter compared with a year before.Intel’sstock fell 1.8% after Chief Executive Pat Gelsinger said he sees theglobal semiconductor shortagepotentially stretching into 2023.</p>\n<p>Survey data on the manufacturing and service sectors, due at 9:45 a.m. ET, will offer fresh cues on theoutlook for the economy. Economists say the U.S.’s growth spurt likely peaked in the spring, but still expect a strong expansion to continue into 2022.</p>\n<p>In the bond market, the&nbsp;yield on 10-year Treasury notesticked up to 1.279% from 1.264% Thursday. Yields move in the opposite direction to bond prices.</p>\n<p>Oil prices edged down. Futures for West Texas Intermediate, the main grade of U.S. crude, slipped 0.4% to $71.66 a barrel, putting themon track for a muted weekly loss.</p>\n<p>In overseas markets, the Stoxx Europe 600 rose 0.5%, buoyed by shares of car and car-part makers, as well as commodities producers.</p>\n<p>In Asia, Japan’s stock market was closed due to a national holiday. China’s Shanghai Composite fell 0.7% by the end of trading, while Hong Kong’s Hang Seng Index dropped 1.5%.</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>Stock Futures Put S&P 500 On Track for Weekly Gain</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Futures Put S&P 500 On Track for Weekly Gain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 17:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/global-stock-markets-dow-update-07-23-2021-11627025963><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The monthslong rally in stocks has forged ahead as investors draw comfort from a strong start to earnings season. \nStock-index futuresSource: FactSet\nU.S. stock futures rose Friday, putting major ...</p>\n\n<a href=\"https://www.wsj.com/articles/global-stock-markets-dow-update-07-23-2021-11627025963\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SLB":"斯伦贝谢","NDX":"纳斯达克100指数","NEE":"新纪元能源","HSI":"恒生指数","TWTR":"Twitter",".SPX":"S&P 500 Index","SNAP":"Snap Inc","PFG":"信安金融","HON":"霍尼韦尔","000001.SH":"上证指数"},"source_url":"https://www.wsj.com/articles/global-stock-markets-dow-update-07-23-2021-11627025963","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176974708","content_text":"The monthslong rally in stocks has forged ahead as investors draw comfort from a strong start to earnings season. \nStock-index futuresSource: FactSet\nU.S. stock futures rose Friday, putting major indexes on track for weekly gains with large technology stocks driving the rally.\nFutures for the S&P 500 edged up 0.4%, pointing to the index extending gains. The broad market gauge had advanced over 0.9% for the weekby Thursday’s close, despite the steep leg down on Monday. Contracts for the Dow Jones Industrial Average ticked 0.3% higher. Futures on the technology-focused Nasdaq-100 added 0.5%.\nThe monthslong rally in stocks has resumed after markets skidded at the start of the week in response to concerns about thefast-spreading Delta variant. Investors have drawn comfort from rapid earnings growth at the biggest American companies. Money managers also say governments in the U.S. and Europe are unlikely to bring in lockdowns that restrict growth, even if rising cases take the shine off the economic recovery.\n“You have an earnings season that is going tremendously well,” said Seema Shah, chief strategist at Principal. The economic outlook isn’t as strong as it was three months ago, but “the path ahead is not that negative and certainly there is a lot of buying the dip,” she added.\nMs. Shah is keeping a close eye on what executives are saying about their ability to pass higher input costs to customers instead of taking the hit in profit margins. The flip side: If many companies succeed in feeding costs through,inflation will take longer to subside, which could prompt concerns about higher interest rates and knock the market.\nAmerican Express, oil-field services firm Schlumberger, NextEra and industrial conglomerate Honeywell International are among the companies due to report earnings before the bell in New York. Of the roughly 110 companies in the S&P 500 that have posted results for the second quarter, 85% have topped analysts’ profit forecasts, according to FactSet.\nSnap Inc ’s stock leapt 17% in premarket trading on revenue that more than doubled in the second quarter and thefastest user growth in four years.\nTwitter shares rose over 5% in premarket trading after thesocial-media companyreported a 74% increase in revenue in the second quarter compared with a year before.Intel’sstock fell 1.8% after Chief Executive Pat Gelsinger said he sees theglobal semiconductor shortagepotentially stretching into 2023.\nSurvey data on the manufacturing and service sectors, due at 9:45 a.m. ET, will offer fresh cues on theoutlook for the economy. Economists say the U.S.’s growth spurt likely peaked in the spring, but still expect a strong expansion to continue into 2022.\nIn the bond market, the yield on 10-year Treasury notesticked up to 1.279% from 1.264% Thursday. Yields move in the opposite direction to bond prices.\nOil prices edged down. Futures for West Texas Intermediate, the main grade of U.S. crude, slipped 0.4% to $71.66 a barrel, putting themon track for a muted weekly loss.\nIn overseas markets, the Stoxx Europe 600 rose 0.5%, buoyed by shares of car and car-part makers, as well as commodities producers.\nIn Asia, Japan’s stock market was closed due to a national holiday. China’s Shanghai Composite fell 0.7% by the end of trading, while Hong Kong’s Hang Seng Index dropped 1.5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808123228,"gmtCreate":1627565935564,"gmtModify":1703492482947,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>hobovo","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>hobovo","text":"$Tiger Brokers(TIGR)$hobovo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808123228","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174362277,"gmtCreate":1627080259899,"gmtModify":1703483764031,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Amazing","listText":"Amazing","text":"Amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174362277","repostId":"2153984780","repostType":4,"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178202580,"gmtCreate":1626822202240,"gmtModify":1703765691577,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/178202580","repostId":"2152969660","repostType":4,"repost":{"id":"2152969660","pubTimestamp":1626792380,"share":"https://ttm.financial/m/news/2152969660?lang=&edition=fundamental","pubTime":"2021-07-20 22:46","market":"us","language":"zh","title":"瑞银、美银告诉你：美股周期股仍胜于成长股","url":"https://stock-news.laohu8.com/highlight/detail?id=2152969660","media":"智通财经","summary":"尽管10年期美国国债收益率跌破1.2%。但瑞银认为，投资者目前还不应抛售周期性股票。\n瑞银首席投资官Mark Haefele表示，有几个因素在推动近期的收益率下降：“1）高通胀率可能迫使美联储过早加息","content":"<p>尽管10年期美国国债收益率跌破1.2%。但<a href=\"https://laohu8.com/S/UBS\">瑞银</a>认为，投资者目前还不应抛售周期性股票。</p>\n<p>瑞银首席投资官Mark Haefele表示，有几个因素在推动近期的收益率下降：“1）高通胀率可能迫使美联储过早加息，从而抑制未来的增长；2）担心Delta变种病毒的扩散可能会破坏全球经济复苏；3）对政策变化和增长势头放缓的担忧可能会削弱人们对中国的信心。”</p>\n<p>但Haefele认为，对美联储和Delta变种病毒的担忧有些过头了。“我们不认为近期通胀会迫使政策制定者过度紧缩，而美联储的就业标准仍未达到。”“尽管Delta变种病毒可能意味着全球经济复苏更加不均衡，一些新兴市场经济体重新开放的步伐比美国和欧洲要慢，但疫苗似乎在减轻医疗负担方面有效，我们预计各国政府将越来越多地关注不断上升的病例数字。”</p>\n<p>Haefele补充说，由于强劲的消费者资产负债表和标普500指数公司2021年预期40%收益增长，通货再膨胀交易仍有增长空间。</p>\n<p>瑞银目前仍然看好能源股和金融股，以及新兴市场股票。</p>\n<p>根据 DataTrek Research 的数据，虽然市场可能避免大幅抛售，但整个夏季的交易似乎都在波动。下图表明波动性在8月和8月下旬再次上升。</p>\n<p><img src=\"https://static.tigerbbs.com/075790c08ed2570480c8120dc7c71fb0\" tg-width=\"1019\" tg-height=\"608\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">同时美银证券的最新调查显示，该行的客户不打算放弃通货再膨胀交易，他们上周买入了在周一的抛售中受到特别沉重打击的板块。总体而言，该行的客户连续第四周净卖出股票。20亿美元的净卖出额是5周以来最大的净卖出额。</p>\n<p>尽管本周利率继续低迷，但金融板块出现了自2020年3月以来最大的资金流入。美银证券的客户还购买了工业股、能源股和材料股。资金继续以创纪录的速度撤出成长性和IT类股票。</p>\n<p>美银证券以Jill Carey </p>\n<p>Hall为首的策略师在一份研究报告中写道:“客户买入上周中盘股，流入中盘股的资金创下纪录(自2008年以来)，流入小型股的资金创下2020年10月以来的最高纪录，卖出大型股的资金创下1月中旬以来的最高纪录。”“我们的客户继续青睐小型股，而非大型股。”</p>\n<p><img src=\"https://static.tigerbbs.com/afaaf4e79acbb67c13fb254bbf0c0092\" tg-width=\"734\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>霍尔补充称，“与近期趋势相反，客户在两个多月来首次买入单一股票，近三个月来首次卖出ETF。”</p>","source":"stock_zhitongcaijing","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>瑞银、美银告诉你：美股周期股仍胜于成长股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n瑞银、美银告诉你：美股周期股仍胜于成长股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 22:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/517973.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管10年期美国国债收益率跌破1.2%。但瑞银认为，投资者目前还不应抛售周期性股票。\n瑞银首席投资官Mark Haefele表示，有几个因素在推动近期的收益率下降：“1）高通胀率可能迫使美联储过早加息，从而抑制未来的增长；2）担心Delta变种病毒的扩散可能会破坏全球经济复苏；3）对政策变化和增长势头放缓的担忧可能会削弱人们对中国的信心。”\n但Haefele认为，对美联储和Delta变种病毒的担忧...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/517973.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/528f1b5f95c1aa85d740d858963e7e8f","relate_stocks":{"UBS":"瑞银"},"source_url":"http://www.zhitongcaijing.com/content/detail/517973.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152969660","content_text":"尽管10年期美国国债收益率跌破1.2%。但瑞银认为，投资者目前还不应抛售周期性股票。\n瑞银首席投资官Mark Haefele表示，有几个因素在推动近期的收益率下降：“1）高通胀率可能迫使美联储过早加息，从而抑制未来的增长；2）担心Delta变种病毒的扩散可能会破坏全球经济复苏；3）对政策变化和增长势头放缓的担忧可能会削弱人们对中国的信心。”\n但Haefele认为，对美联储和Delta变种病毒的担忧有些过头了。“我们不认为近期通胀会迫使政策制定者过度紧缩，而美联储的就业标准仍未达到。”“尽管Delta变种病毒可能意味着全球经济复苏更加不均衡，一些新兴市场经济体重新开放的步伐比美国和欧洲要慢，但疫苗似乎在减轻医疗负担方面有效，我们预计各国政府将越来越多地关注不断上升的病例数字。”\nHaefele补充说，由于强劲的消费者资产负债表和标普500指数公司2021年预期40%收益增长，通货再膨胀交易仍有增长空间。\n瑞银目前仍然看好能源股和金融股，以及新兴市场股票。\n根据 DataTrek Research 的数据，虽然市场可能避免大幅抛售，但整个夏季的交易似乎都在波动。下图表明波动性在8月和8月下旬再次上升。\n同时美银证券的最新调查显示，该行的客户不打算放弃通货再膨胀交易，他们上周买入了在周一的抛售中受到特别沉重打击的板块。总体而言，该行的客户连续第四周净卖出股票。20亿美元的净卖出额是5周以来最大的净卖出额。\n尽管本周利率继续低迷，但金融板块出现了自2020年3月以来最大的资金流入。美银证券的客户还购买了工业股、能源股和材料股。资金继续以创纪录的速度撤出成长性和IT类股票。\n美银证券以Jill Carey \nHall为首的策略师在一份研究报告中写道:“客户买入上周中盘股，流入中盘股的资金创下纪录(自2008年以来)，流入小型股的资金创下2020年10月以来的最高纪录，卖出大型股的资金创下1月中旬以来的最高纪录。”“我们的客户继续青睐小型股，而非大型股。”\n\n霍尔补充称，“与近期趋势相反，客户在两个多月来首次买入单一股票，近三个月来首次卖出ETF。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175098594,"gmtCreate":1626997775518,"gmtModify":1703481993053,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175098594","repostId":"1178083534","repostType":4,"repost":{"id":"1178083534","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":1626991424,"share":"https://ttm.financial/m/news/1178083534?lang=&edition=fundamental","pubTime":"2021-07-23 06:03","market":"sh","language":"zh","title":"英特尔二季度财报超预期，盘后涨超3%后转跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1178083534","media":"老虎资讯综合","summary":"美东时间7月22日周四美股盘后，按收入计算的美国最大芯片制造商英特尔发布了2021财年二季度财报。尽管二季度财报和提供的下季度及全年指引均利好，英特尔盘后一度涨超3%，随后转跌并跌超2%。这可能是由于","content":"<p>美东时间7月22日周四美股盘后，按收入计算的美国最大芯片制造商<a href=\"https://laohu8.com/S/INTC\">英特尔</a>发布了2021财年二季度财报。尽管二季度财报和提供的下季度及全年指引均利好，英特尔盘后一度涨超3%，随后转跌并跌超2%。这可能是由于备受关注的数据中心收入仍同比下跌9%，以及三季度预期营收略跌于预期。</p>\n<p>也有分析称，经调整后非GAAP的财报数据“只是符合市场预期”，没有提供太多的惊喜来提振股价，毕竟英特尔当前还陷在生产瓶颈和下一代先进制程产品延迟发布的“泥沼”中。</p>\n<p>英特尔周四收跌0.5%，报收不足56美元，从一周新高回落。<img src=\"https://static.tigerbbs.com/1e44b1f5b13edeceec07010bb6d667de\" tg-width=\"692\" tg-height=\"529\" referrerpolicy=\"no-referrer\"><b>二季度营收和盈利均同比增长，市场原本预期下滑，提升全年营收指引至同比增长</b></p>\n<p>财报显示，英特尔经调整后的季度营收为185亿美元，同比增长2%，也比公司此前发布的官方指引多出7亿美元。这等于英特尔连续十个季度营收超预期，市场曾认为调整后营收为178亿美元，代表同比下滑近2%。</p>\n<p>而未调整前的季度营收为196亿美元，同比微跌0.6%。有评论称，英特尔去年出售其闪存制造业务给韩国的SK海力士，这部分收入通常从财报分析中剥离。</p>\n<p>经调整后的季度EPS为每股收益1.28美元，也比公司的官方指引高出0.23美元，同比增长4%。市场曾预期为1.07美元，代表较去年同期的1.23美元下跌13%。<img src=\"https://static.tigerbbs.com/54a380ec9f26ad798d138d536762dad0\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\">英特尔表示，除了营收和EPS超出官方指引，毛利率也好于此前预期至59.2%，同比上升近3%，并录得创纪录的二季度个人电脑PC业务收入和<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>部门收入。</p>\n<p>公司还提升2021财年全年的盈利指引，预计GAAP项下的营收为776亿美元，此前公司预计为770亿美元。<b>预计非GAAP的营收为735亿美元，公司此前预计为725亿美元，分析师预期为731亿美元，这也代表将实现同比增长</b>。预计GAAP项下的EPS为每股收益4.09美元，非GAAP的EPS为每股收益4.80美元，后者公司此前预计为4.60美元，分析师预期为4.62美元。<img src=\"https://static.tigerbbs.com/188db5648a869808eaffe51754e2dcda\" tg-width=\"500\" tg-height=\"266\" referrerpolicy=\"no-referrer\"></p>\n<p>同时，公司预计三季度调整后EPS为每股收益1.10美元，同样高于分析师预期的1.08美元；预计三季度营收191亿美元，调整后营收约为182亿美元，略低于分析师预期的182.7亿美元。</p>\n<p>今年2月履新后力推开拓芯片代工制造业务的英特尔首席执行官Pat Gelsinger表示，二季度业绩表明公司势头正在增强、执行力正在提高。各行各业的数字化进程继续加速，为英特尔及其客户在核心和新兴业务领域创造了巨大的增长机会，“相信这是整个半导体行业十年增长期的开始。”</p>\n<p><b>个人电脑和Mobileye业务创二季度营收最高，但数据中心收入持续同比下滑</b></p>\n<p><b>分业务来看，</b>包括个人电脑芯片在内的英特尔客户端计算事业部（CCG）101亿美元，同比增长6%，创二季度新高纪录，也高于市场预期的约100亿美元。去年全年曾同比增8%并创历史最高，显著受益于新冠疫情下的居家办公和远程上课需求。</p>\n<p>专注为云计算和服务器制造商提供芯片的数据中心事业部（DCG）营收65亿美元，同比下跌9%，环比增长16%，好于市场预期的约59亿美元或同比下降18%。去年全年同比增11%至新高。</p>\n<p>分析指出，在来自竞争对手<a href=\"https://laohu8.com/S/AMD\">AMD</a>和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的压力激增，以及令人担忧的先进制程芯片产品不断延迟发布的背景下，<b>投资者密切关注英特尔的数据中心前景和市场份额是否受到拖累。</b></p>\n<p>当前，专门设计图形处理芯片GPU的英伟达正在进军数据中心CPU，去年超过英特尔成为美国市值最高的芯片商。而在今年4月，当英特尔披露一季度数据中心营收同比骤降20%、AMD的同类业务翻倍时，英特尔曾盘后跌超9%，而且一季报发布至今股价累跌14%。</p>\n<p>在物联网业务部中，物联网集团（IOTG）二季度营收9.84亿美元，同比激增47%，市场预期为9美元；基于人工智能的自动驾驶业务Mobileye季度营收翻倍激增124%，创史上二季度最高至3.27亿美元，但低于部分分析师预期的3.6亿美元，Mobileye营收去年曾同比增10%至新高。</p>\n<p>此外，非易失性存储解决方案事业部（NSG）二季度营收11亿美元，同比下跌34%，但高于分析师预期的6.9亿美元，去年曾同比增23%至历史最高。可编程解决方案事业部（PSG）营收4.86亿美元，同比下跌3%。</p>\n<p><img src=\"https://static.tigerbbs.com/4c296d4a684062b9b88a5635caee35b7\" tg-width=\"640\" tg-height=\"240\" referrerpolicy=\"no-referrer\"></p>\n<p>英特尔表示，<b>二季度整体营收超过公司4月提供的指引，主要由个人电脑CCG部门的持续强劲，以及物联网事业部（IOTG）和数据中心事业部（DCG）中的企业部门强劲复苏推动</b>，当季PC平台销量同比增长 33%，Mobileye 获得 10 个额外的设计中标，为更多设备提供全生命周期技术支持。</p>\n<p><b>英特尔股价表现远逊于竞争对手，市场聚焦新CEO领导下的扩产和转型计划</b></p>\n<p>在股价表现方面，今日盘后转跌的态势如果延续，等于英特尔在过去四份季度财报发布后有三次盘后下跌。其股价今年二季度整体跌超12%，同期容纳其作为成分股之一的道指累涨4.6%、标普500指数累涨逾8%、科技股居多的纳指累涨9.5%，费城半导体指数累涨超7%。</p>\n<p>统计显示，由于疫情推升了汽车、笔记本电脑和游戏机中的芯片需求，过去12个月大部分芯片制造商股价飙升，英特尔不升反降了逾9%，竞争对手英伟达则涨超80%，AMD涨超50%。这主要是由于华尔街对英特尔短期内看跌，令其股价因生产失误和市场份额输给竞争对手而受到伤害。</p>\n<p>展望未来，市场将密切关注英特尔管理层给出的转型战略，CEO Gelsinger预计在本月晚些时候公布更多细节。</p>\n<p>一方面，数据中心收入持续同比下降，代表英特尔不断输掉市场份额，甚至输掉技术领先能力。同时，芯片短缺也会拖累其销售，Gelsinger曾认为短缺会持续到2022年以后。<b>公司高管在财报电话会上称：“芯片短缺问题料将在今年下半年见底，但芯片行业完全恢复产能还需1-2年。”</b></p>\n<p>今年年初，Gelsinger曾宣布将创建一个价值200亿美元的新代工业务，为其他公司制造芯片，美国和海外的额外产能扩张也处于规划阶段。公司还可能受益于美国国会与拜登政府筹划的增强国内芯片制造能力的拨款法案。</p>\n<p>上周有媒体称，英特尔正考虑从阿布扎比政府主权财富基金手中以约300亿美元，收购全球第四大芯片代工厂GlobalFoundries。如果达成将是公司史上最大的一笔收购，英特尔也会变成芯片领域的全栈供应商，不仅仅是PC上的芯片，还包括5G、物联网、电动汽车等关键领域。</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>英特尔二季度财报超预期，盘后涨超3%后转跌</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔二季度财报超预期，盘后涨超3%后转跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-23 06:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美东时间7月22日周四美股盘后，按收入计算的美国最大芯片制造商<a href=\"https://laohu8.com/S/INTC\">英特尔</a>发布了2021财年二季度财报。尽管二季度财报和提供的下季度及全年指引均利好，英特尔盘后一度涨超3%，随后转跌并跌超2%。这可能是由于备受关注的数据中心收入仍同比下跌9%，以及三季度预期营收略跌于预期。</p>\n<p>也有分析称，经调整后非GAAP的财报数据“只是符合市场预期”，没有提供太多的惊喜来提振股价，毕竟英特尔当前还陷在生产瓶颈和下一代先进制程产品延迟发布的“泥沼”中。</p>\n<p>英特尔周四收跌0.5%，报收不足56美元，从一周新高回落。<img src=\"https://static.tigerbbs.com/1e44b1f5b13edeceec07010bb6d667de\" tg-width=\"692\" tg-height=\"529\" referrerpolicy=\"no-referrer\"><b>二季度营收和盈利均同比增长，市场原本预期下滑，提升全年营收指引至同比增长</b></p>\n<p>财报显示，英特尔经调整后的季度营收为185亿美元，同比增长2%，也比公司此前发布的官方指引多出7亿美元。这等于英特尔连续十个季度营收超预期，市场曾认为调整后营收为178亿美元，代表同比下滑近2%。</p>\n<p>而未调整前的季度营收为196亿美元，同比微跌0.6%。有评论称，英特尔去年出售其闪存制造业务给韩国的SK海力士，这部分收入通常从财报分析中剥离。</p>\n<p>经调整后的季度EPS为每股收益1.28美元，也比公司的官方指引高出0.23美元，同比增长4%。市场曾预期为1.07美元，代表较去年同期的1.23美元下跌13%。<img src=\"https://static.tigerbbs.com/54a380ec9f26ad798d138d536762dad0\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\">英特尔表示，除了营收和EPS超出官方指引，毛利率也好于此前预期至59.2%，同比上升近3%，并录得创纪录的二季度个人电脑PC业务收入和<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>部门收入。</p>\n<p>公司还提升2021财年全年的盈利指引，预计GAAP项下的营收为776亿美元，此前公司预计为770亿美元。<b>预计非GAAP的营收为735亿美元，公司此前预计为725亿美元，分析师预期为731亿美元，这也代表将实现同比增长</b>。预计GAAP项下的EPS为每股收益4.09美元，非GAAP的EPS为每股收益4.80美元，后者公司此前预计为4.60美元，分析师预期为4.62美元。<img src=\"https://static.tigerbbs.com/188db5648a869808eaffe51754e2dcda\" tg-width=\"500\" tg-height=\"266\" referrerpolicy=\"no-referrer\"></p>\n<p>同时，公司预计三季度调整后EPS为每股收益1.10美元，同样高于分析师预期的1.08美元；预计三季度营收191亿美元，调整后营收约为182亿美元，略低于分析师预期的182.7亿美元。</p>\n<p>今年2月履新后力推开拓芯片代工制造业务的英特尔首席执行官Pat Gelsinger表示，二季度业绩表明公司势头正在增强、执行力正在提高。各行各业的数字化进程继续加速，为英特尔及其客户在核心和新兴业务领域创造了巨大的增长机会，“相信这是整个半导体行业十年增长期的开始。”</p>\n<p><b>个人电脑和Mobileye业务创二季度营收最高，但数据中心收入持续同比下滑</b></p>\n<p><b>分业务来看，</b>包括个人电脑芯片在内的英特尔客户端计算事业部（CCG）101亿美元，同比增长6%，创二季度新高纪录，也高于市场预期的约100亿美元。去年全年曾同比增8%并创历史最高，显著受益于新冠疫情下的居家办公和远程上课需求。</p>\n<p>专注为云计算和服务器制造商提供芯片的数据中心事业部（DCG）营收65亿美元，同比下跌9%，环比增长16%，好于市场预期的约59亿美元或同比下降18%。去年全年同比增11%至新高。</p>\n<p>分析指出，在来自竞争对手<a href=\"https://laohu8.com/S/AMD\">AMD</a>和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的压力激增，以及令人担忧的先进制程芯片产品不断延迟发布的背景下，<b>投资者密切关注英特尔的数据中心前景和市场份额是否受到拖累。</b></p>\n<p>当前，专门设计图形处理芯片GPU的英伟达正在进军数据中心CPU，去年超过英特尔成为美国市值最高的芯片商。而在今年4月，当英特尔披露一季度数据中心营收同比骤降20%、AMD的同类业务翻倍时，英特尔曾盘后跌超9%，而且一季报发布至今股价累跌14%。</p>\n<p>在物联网业务部中，物联网集团（IOTG）二季度营收9.84亿美元，同比激增47%，市场预期为9美元；基于人工智能的自动驾驶业务Mobileye季度营收翻倍激增124%，创史上二季度最高至3.27亿美元，但低于部分分析师预期的3.6亿美元，Mobileye营收去年曾同比增10%至新高。</p>\n<p>此外，非易失性存储解决方案事业部（NSG）二季度营收11亿美元，同比下跌34%，但高于分析师预期的6.9亿美元，去年曾同比增23%至历史最高。可编程解决方案事业部（PSG）营收4.86亿美元，同比下跌3%。</p>\n<p><img src=\"https://static.tigerbbs.com/4c296d4a684062b9b88a5635caee35b7\" tg-width=\"640\" tg-height=\"240\" referrerpolicy=\"no-referrer\"></p>\n<p>英特尔表示，<b>二季度整体营收超过公司4月提供的指引，主要由个人电脑CCG部门的持续强劲，以及物联网事业部（IOTG）和数据中心事业部（DCG）中的企业部门强劲复苏推动</b>，当季PC平台销量同比增长 33%，Mobileye 获得 10 个额外的设计中标，为更多设备提供全生命周期技术支持。</p>\n<p><b>英特尔股价表现远逊于竞争对手，市场聚焦新CEO领导下的扩产和转型计划</b></p>\n<p>在股价表现方面，今日盘后转跌的态势如果延续，等于英特尔在过去四份季度财报发布后有三次盘后下跌。其股价今年二季度整体跌超12%，同期容纳其作为成分股之一的道指累涨4.6%、标普500指数累涨逾8%、科技股居多的纳指累涨9.5%，费城半导体指数累涨超7%。</p>\n<p>统计显示，由于疫情推升了汽车、笔记本电脑和游戏机中的芯片需求，过去12个月大部分芯片制造商股价飙升，英特尔不升反降了逾9%，竞争对手英伟达则涨超80%，AMD涨超50%。这主要是由于华尔街对英特尔短期内看跌，令其股价因生产失误和市场份额输给竞争对手而受到伤害。</p>\n<p>展望未来，市场将密切关注英特尔管理层给出的转型战略，CEO Gelsinger预计在本月晚些时候公布更多细节。</p>\n<p>一方面，数据中心收入持续同比下降，代表英特尔不断输掉市场份额，甚至输掉技术领先能力。同时，芯片短缺也会拖累其销售，Gelsinger曾认为短缺会持续到2022年以后。<b>公司高管在财报电话会上称：“芯片短缺问题料将在今年下半年见底，但芯片行业完全恢复产能还需1-2年。”</b></p>\n<p>今年年初，Gelsinger曾宣布将创建一个价值200亿美元的新代工业务，为其他公司制造芯片，美国和海外的额外产能扩张也处于规划阶段。公司还可能受益于美国国会与拜登政府筹划的增强国内芯片制造能力的拨款法案。</p>\n<p>上周有媒体称，英特尔正考虑从阿布扎比政府主权财富基金手中以约300亿美元，收购全球第四大芯片代工厂GlobalFoundries。如果达成将是公司史上最大的一笔收购，英特尔也会变成芯片领域的全栈供应商，不仅仅是PC上的芯片，还包括5G、物联网、电动汽车等关键领域。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U","INTC":"英特尔"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178083534","content_text":"美东时间7月22日周四美股盘后，按收入计算的美国最大芯片制造商英特尔发布了2021财年二季度财报。尽管二季度财报和提供的下季度及全年指引均利好，英特尔盘后一度涨超3%，随后转跌并跌超2%。这可能是由于备受关注的数据中心收入仍同比下跌9%，以及三季度预期营收略跌于预期。\n也有分析称，经调整后非GAAP的财报数据“只是符合市场预期”，没有提供太多的惊喜来提振股价，毕竟英特尔当前还陷在生产瓶颈和下一代先进制程产品延迟发布的“泥沼”中。\n英特尔周四收跌0.5%，报收不足56美元，从一周新高回落。二季度营收和盈利均同比增长，市场原本预期下滑，提升全年营收指引至同比增长\n财报显示，英特尔经调整后的季度营收为185亿美元，同比增长2%，也比公司此前发布的官方指引多出7亿美元。这等于英特尔连续十个季度营收超预期，市场曾认为调整后营收为178亿美元，代表同比下滑近2%。\n而未调整前的季度营收为196亿美元，同比微跌0.6%。有评论称，英特尔去年出售其闪存制造业务给韩国的SK海力士，这部分收入通常从财报分析中剥离。\n经调整后的季度EPS为每股收益1.28美元，也比公司的官方指引高出0.23美元，同比增长4%。市场曾预期为1.07美元，代表较去年同期的1.23美元下跌13%。英特尔表示，除了营收和EPS超出官方指引，毛利率也好于此前预期至59.2%，同比上升近3%，并录得创纪录的二季度个人电脑PC业务收入和Mobileye部门收入。\n公司还提升2021财年全年的盈利指引，预计GAAP项下的营收为776亿美元，此前公司预计为770亿美元。预计非GAAP的营收为735亿美元，公司此前预计为725亿美元，分析师预期为731亿美元，这也代表将实现同比增长。预计GAAP项下的EPS为每股收益4.09美元，非GAAP的EPS为每股收益4.80美元，后者公司此前预计为4.60美元，分析师预期为4.62美元。\n同时，公司预计三季度调整后EPS为每股收益1.10美元，同样高于分析师预期的1.08美元；预计三季度营收191亿美元，调整后营收约为182亿美元，略低于分析师预期的182.7亿美元。\n今年2月履新后力推开拓芯片代工制造业务的英特尔首席执行官Pat Gelsinger表示，二季度业绩表明公司势头正在增强、执行力正在提高。各行各业的数字化进程继续加速，为英特尔及其客户在核心和新兴业务领域创造了巨大的增长机会，“相信这是整个半导体行业十年增长期的开始。”\n个人电脑和Mobileye业务创二季度营收最高，但数据中心收入持续同比下滑\n分业务来看，包括个人电脑芯片在内的英特尔客户端计算事业部（CCG）101亿美元，同比增长6%，创二季度新高纪录，也高于市场预期的约100亿美元。去年全年曾同比增8%并创历史最高，显著受益于新冠疫情下的居家办公和远程上课需求。\n专注为云计算和服务器制造商提供芯片的数据中心事业部（DCG）营收65亿美元，同比下跌9%，环比增长16%，好于市场预期的约59亿美元或同比下降18%。去年全年同比增11%至新高。\n分析指出，在来自竞争对手AMD和英伟达的压力激增，以及令人担忧的先进制程芯片产品不断延迟发布的背景下，投资者密切关注英特尔的数据中心前景和市场份额是否受到拖累。\n当前，专门设计图形处理芯片GPU的英伟达正在进军数据中心CPU，去年超过英特尔成为美国市值最高的芯片商。而在今年4月，当英特尔披露一季度数据中心营收同比骤降20%、AMD的同类业务翻倍时，英特尔曾盘后跌超9%，而且一季报发布至今股价累跌14%。\n在物联网业务部中，物联网集团（IOTG）二季度营收9.84亿美元，同比激增47%，市场预期为9美元；基于人工智能的自动驾驶业务Mobileye季度营收翻倍激增124%，创史上二季度最高至3.27亿美元，但低于部分分析师预期的3.6亿美元，Mobileye营收去年曾同比增10%至新高。\n此外，非易失性存储解决方案事业部（NSG）二季度营收11亿美元，同比下跌34%，但高于分析师预期的6.9亿美元，去年曾同比增23%至历史最高。可编程解决方案事业部（PSG）营收4.86亿美元，同比下跌3%。\n\n英特尔表示，二季度整体营收超过公司4月提供的指引，主要由个人电脑CCG部门的持续强劲，以及物联网事业部（IOTG）和数据中心事业部（DCG）中的企业部门强劲复苏推动，当季PC平台销量同比增长 33%，Mobileye 获得 10 个额外的设计中标，为更多设备提供全生命周期技术支持。\n英特尔股价表现远逊于竞争对手，市场聚焦新CEO领导下的扩产和转型计划\n在股价表现方面，今日盘后转跌的态势如果延续，等于英特尔在过去四份季度财报发布后有三次盘后下跌。其股价今年二季度整体跌超12%，同期容纳其作为成分股之一的道指累涨4.6%、标普500指数累涨逾8%、科技股居多的纳指累涨9.5%，费城半导体指数累涨超7%。\n统计显示，由于疫情推升了汽车、笔记本电脑和游戏机中的芯片需求，过去12个月大部分芯片制造商股价飙升，英特尔不升反降了逾9%，竞争对手英伟达则涨超80%，AMD涨超50%。这主要是由于华尔街对英特尔短期内看跌，令其股价因生产失误和市场份额输给竞争对手而受到伤害。\n展望未来，市场将密切关注英特尔管理层给出的转型战略，CEO Gelsinger预计在本月晚些时候公布更多细节。\n一方面，数据中心收入持续同比下降，代表英特尔不断输掉市场份额，甚至输掉技术领先能力。同时，芯片短缺也会拖累其销售，Gelsinger曾认为短缺会持续到2022年以后。公司高管在财报电话会上称：“芯片短缺问题料将在今年下半年见底，但芯片行业完全恢复产能还需1-2年。”\n今年年初，Gelsinger曾宣布将创建一个价值200亿美元的新代工业务，为其他公司制造芯片，美国和海外的额外产能扩张也处于规划阶段。公司还可能受益于美国国会与拜登政府筹划的增强国内芯片制造能力的拨款法案。\n上周有媒体称，英特尔正考虑从阿布扎比政府主权财富基金手中以约300亿美元，收购全球第四大芯片代工厂GlobalFoundries。如果达成将是公司史上最大的一笔收购，英特尔也会变成芯片领域的全栈供应商，不仅仅是PC上的芯片，还包括5G、物联网、电动汽车等关键领域。","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145635212,"gmtCreate":1626220695636,"gmtModify":1703755665441,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Jiayou&nbsp;","listText":"Jiayou&nbsp;","text":"Jiayou","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145635212","repostId":"1152754781","repostType":4,"repost":{"id":"1152754781","weMediaInfo":{"introduction":"市场策略研究、热点问题观察、分享最新观点：美国与海外市场、H股、及中概股市场","home_visible":1,"media_name":"Kevin策略研究","id":"1090746012","head_image":"https://static.tigerbbs.com/54c3f16355434883aa8d30b4dc5a7d90"},"pubTimestamp":1626220194,"share":"https://ttm.financial/m/news/1152754781?lang=&edition=fundamental","pubTime":"2021-07-14 07:49","market":"us","language":"zh","title":"中金：大超预期的通胀VS相对“淡定”的市场","url":"https://stock-news.laohu8.com/highlight/detail?id=1152754781","media":"Kevin策略研究","summary":"事件\n隔夜披露的美国6月CPI同比5.4%和环比0.9%，均大幅超出市场预期且高于5月份的5%和0.8%。\n不过美股和美债市场在数据公布后一度较为淡定，午盘后从高位的回调，10年美债利率也明显跳升至1","content":"<p><b>事件</b></p>\n<p>隔夜披露的美国6月CPI同比5.4%和环比0.9%，均大幅超出市场预期且高于5月份的5%和0.8%。</p>\n<p>不过美股和美债市场在数据公布后一度较为淡定，午盘后从高位的回调，10年美债利率也明显跳升至1.4%以上。投资者较为关注此次通胀数据背后的驱动、以及对于未来货币政策和市场走向的潜在影响，就此我们点评如下，供大家参考。</p>\n<p><b>简评</b></p>\n<p><b>i.首先，看通胀数据本身，6月数据是大超预期的</b>。</p>\n<p>由于5月份是去年同比低基数，因此市场普遍预期6月份的通胀在正常环比增速下会从5月高点小幅回落（市场预期为4.5%），但实际高达0.9%的月环比却将6月CPI同比推升至同比5.4%的高位。不得不说，从环比角度看，在5月0.8%的月环比基础上，9月进一步攀升至0.9%，这一涨幅是非常显著的，要知道美国长期历史平均CPI环比仅为0.2%左右。</p>\n<p><b>二手车和出行相关服务依然是最主要贡献。</b></p>\n<p>6月二手车价格环比跳升10.5%，贡献了6月CPI环比增速的三分之一，缺少芯片等因素导致的供给受限依然是主要瓶颈。除此之外，机票、酒店等与疫情修复开放后的出行需求相关的服务也涨幅明显，例如6月机票价格环比2.7%（5月为7%），这与我们在疫情与复工周报持续跟踪的美国开放进展、以及接下来美国全面开放下服务性需求进一步释放的预期基本一致。实际上，美国TSA安检人数近几个月持续攀升一度逼近2019年水平。</p>\n<p><img src=\"https://static.tigerbbs.com/b78dad6f45ddba2d7771eba2fbaa8436\" tg-width=\"654\" tg-height=\"417\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/14c5b3010be06cd69cffd413b57e73fc\" tg-width=\"839\" tg-height=\"447\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/2105cfd79eccea5b6fee83c4e1ff5623\" tg-width=\"955\" tg-height=\"587\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d5e29fa7e5002de3cd06c0bc267bcef2\" tg-width=\"645\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>\n<p><b>ii.其次，市场反应上，美股和美债市场在数据公布后一开始都较为淡定，午盘后波动加大。如此夸张的价格数据反而让市场认为是不可持续的。</b></p>\n<p>早盘盘点公布CPI通胀数据后，美股和美债市场都基本“不为所动”，10年美债利率冲高回落，而纳斯达克指数也低开高走，反而持续上涨。我们认为，这除了有美股二季度业绩期开启首批披露业绩几家银行（如<a href=\"https://laohu8.com/S/GS\">高盛</a>、JP Morgan等）普遍大幅好于预期外，<b>也可能说明投资者普遍认为这么“夸张”的数据恰恰反而是不可持续的</b>（例如二手车价格同比高达45%的涨幅）。</p>\n<p>不过这一情形在午盘后急转直下，财政部30年国债拍卖结果明显偏弱推动国债利率普遍走高，10年美债也跳升~6bp到1.42%，进而诱发了美股市场特别是纳斯达克的波动。</p>\n<p><img src=\"https://static.tigerbbs.com/4033d1050d022a0902f6d98afd63aaed\" tg-width=\"714\" tg-height=\"438\" referrerpolicy=\"no-referrer\"></p>\n<p><b>iii.第三，往前看，6月超预期的通胀数据部分改变了未来的通胀路径，服务性价格依然是关注重点。</b></p>\n<p>6月份如此高得环比增速部分改变了我们原本预期从5月同比高点边际回落的通胀走势（按照目前路径测算，即便是0.2%的月环比，年底同比也会超过当前水平），<b>如果后续月环比依然保持很高水平的话，那么四季度美国通胀的翘尾将会非常明显</b>，<b>也会加大届时货币政策收紧的力度、或者至少是预期的力度。</b>虽然部分商品如二手车的库存和供应瓶颈依然很难短期内得到完全缓解，但考虑到服务性消费和商品消费此消彼长的势头，我们认为服务性价格依然应该是主要关注方向。</p>\n<p><img src=\"https://static.tigerbbs.com/460d79908b7593ee2cbfab9a9db82b84\" tg-width=\"724\" tg-height=\"444\" referrerpolicy=\"no-referrer\"></p>\n<p><b>不过，会不会在短期内马上改变美联储货币政策推出的节奏，我们认为倒处于两可之间。换言之，短期价格已经这样了，需不需要立即采取行动主要取决于美联储的如何判断</b>。例如，此次驱动最大的二手车价格如果剔除的话，此次月环比将降至0.6%左右，同比也会低于5月水平。</p>\n<p>因此，从市场角度而言，本周四五鲍威尔在国会的就半年度货币政策报告的听证会、以及7月底FOMC会议将是市场寻找美联储表态线索的关键。<b>在此之前，我们暂时维持8~9月暗示、年底开启减量的路径判断</b>，同时美股市场二季度业绩期也将是未来几周的关注焦点，<b>我们预期在低基数和增长修复背景下将会有较强表现</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/1940c2537b12301acc9870ee2983c569\" tg-width=\"669\" tg-height=\"440\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/30ffa9d3c58899cb09bbd9df10db672b\" tg-width=\"652\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中金：大超预期的通胀VS相对“淡定”的市场</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中金：大超预期的通胀VS相对“淡定”的市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1090746012\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/54c3f16355434883aa8d30b4dc5a7d90);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Kevin策略研究 </p>\n<p class=\"h-time\">2021-07-14 07:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>事件</b></p>\n<p>隔夜披露的美国6月CPI同比5.4%和环比0.9%，均大幅超出市场预期且高于5月份的5%和0.8%。</p>\n<p>不过美股和美债市场在数据公布后一度较为淡定，午盘后从高位的回调，10年美债利率也明显跳升至1.4%以上。投资者较为关注此次通胀数据背后的驱动、以及对于未来货币政策和市场走向的潜在影响，就此我们点评如下，供大家参考。</p>\n<p><b>简评</b></p>\n<p><b>i.首先，看通胀数据本身，6月数据是大超预期的</b>。</p>\n<p>由于5月份是去年同比低基数，因此市场普遍预期6月份的通胀在正常环比增速下会从5月高点小幅回落（市场预期为4.5%），但实际高达0.9%的月环比却将6月CPI同比推升至同比5.4%的高位。不得不说，从环比角度看，在5月0.8%的月环比基础上，9月进一步攀升至0.9%，这一涨幅是非常显著的，要知道美国长期历史平均CPI环比仅为0.2%左右。</p>\n<p><b>二手车和出行相关服务依然是最主要贡献。</b></p>\n<p>6月二手车价格环比跳升10.5%，贡献了6月CPI环比增速的三分之一，缺少芯片等因素导致的供给受限依然是主要瓶颈。除此之外，机票、酒店等与疫情修复开放后的出行需求相关的服务也涨幅明显，例如6月机票价格环比2.7%（5月为7%），这与我们在疫情与复工周报持续跟踪的美国开放进展、以及接下来美国全面开放下服务性需求进一步释放的预期基本一致。实际上，美国TSA安检人数近几个月持续攀升一度逼近2019年水平。</p>\n<p><img src=\"https://static.tigerbbs.com/b78dad6f45ddba2d7771eba2fbaa8436\" tg-width=\"654\" tg-height=\"417\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/14c5b3010be06cd69cffd413b57e73fc\" tg-width=\"839\" tg-height=\"447\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/2105cfd79eccea5b6fee83c4e1ff5623\" tg-width=\"955\" tg-height=\"587\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d5e29fa7e5002de3cd06c0bc267bcef2\" tg-width=\"645\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>\n<p><b>ii.其次，市场反应上，美股和美债市场在数据公布后一开始都较为淡定，午盘后波动加大。如此夸张的价格数据反而让市场认为是不可持续的。</b></p>\n<p>早盘盘点公布CPI通胀数据后，美股和美债市场都基本“不为所动”，10年美债利率冲高回落，而纳斯达克指数也低开高走，反而持续上涨。我们认为，这除了有美股二季度业绩期开启首批披露业绩几家银行（如<a href=\"https://laohu8.com/S/GS\">高盛</a>、JP Morgan等）普遍大幅好于预期外，<b>也可能说明投资者普遍认为这么“夸张”的数据恰恰反而是不可持续的</b>（例如二手车价格同比高达45%的涨幅）。</p>\n<p>不过这一情形在午盘后急转直下，财政部30年国债拍卖结果明显偏弱推动国债利率普遍走高，10年美债也跳升~6bp到1.42%，进而诱发了美股市场特别是纳斯达克的波动。</p>\n<p><img src=\"https://static.tigerbbs.com/4033d1050d022a0902f6d98afd63aaed\" tg-width=\"714\" tg-height=\"438\" referrerpolicy=\"no-referrer\"></p>\n<p><b>iii.第三，往前看，6月超预期的通胀数据部分改变了未来的通胀路径，服务性价格依然是关注重点。</b></p>\n<p>6月份如此高得环比增速部分改变了我们原本预期从5月同比高点边际回落的通胀走势（按照目前路径测算，即便是0.2%的月环比，年底同比也会超过当前水平），<b>如果后续月环比依然保持很高水平的话，那么四季度美国通胀的翘尾将会非常明显</b>，<b>也会加大届时货币政策收紧的力度、或者至少是预期的力度。</b>虽然部分商品如二手车的库存和供应瓶颈依然很难短期内得到完全缓解，但考虑到服务性消费和商品消费此消彼长的势头，我们认为服务性价格依然应该是主要关注方向。</p>\n<p><img src=\"https://static.tigerbbs.com/460d79908b7593ee2cbfab9a9db82b84\" tg-width=\"724\" tg-height=\"444\" referrerpolicy=\"no-referrer\"></p>\n<p><b>不过，会不会在短期内马上改变美联储货币政策推出的节奏，我们认为倒处于两可之间。换言之，短期价格已经这样了，需不需要立即采取行动主要取决于美联储的如何判断</b>。例如，此次驱动最大的二手车价格如果剔除的话，此次月环比将降至0.6%左右，同比也会低于5月水平。</p>\n<p>因此，从市场角度而言，本周四五鲍威尔在国会的就半年度货币政策报告的听证会、以及7月底FOMC会议将是市场寻找美联储表态线索的关键。<b>在此之前，我们暂时维持8~9月暗示、年底开启减量的路径判断</b>，同时美股市场二季度业绩期也将是未来几周的关注焦点，<b>我们预期在低基数和增长修复背景下将会有较强表现</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/1940c2537b12301acc9870ee2983c569\" tg-width=\"669\" tg-height=\"440\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/30ffa9d3c58899cb09bbd9df10db672b\" tg-width=\"652\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d52e6e6d04d9823325064d60aa26462e","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152754781","content_text":"事件\n隔夜披露的美国6月CPI同比5.4%和环比0.9%，均大幅超出市场预期且高于5月份的5%和0.8%。\n不过美股和美债市场在数据公布后一度较为淡定，午盘后从高位的回调，10年美债利率也明显跳升至1.4%以上。投资者较为关注此次通胀数据背后的驱动、以及对于未来货币政策和市场走向的潜在影响，就此我们点评如下，供大家参考。\n简评\ni.首先，看通胀数据本身，6月数据是大超预期的。\n由于5月份是去年同比低基数，因此市场普遍预期6月份的通胀在正常环比增速下会从5月高点小幅回落（市场预期为4.5%），但实际高达0.9%的月环比却将6月CPI同比推升至同比5.4%的高位。不得不说，从环比角度看，在5月0.8%的月环比基础上，9月进一步攀升至0.9%，这一涨幅是非常显著的，要知道美国长期历史平均CPI环比仅为0.2%左右。\n二手车和出行相关服务依然是最主要贡献。\n6月二手车价格环比跳升10.5%，贡献了6月CPI环比增速的三分之一，缺少芯片等因素导致的供给受限依然是主要瓶颈。除此之外，机票、酒店等与疫情修复开放后的出行需求相关的服务也涨幅明显，例如6月机票价格环比2.7%（5月为7%），这与我们在疫情与复工周报持续跟踪的美国开放进展、以及接下来美国全面开放下服务性需求进一步释放的预期基本一致。实际上，美国TSA安检人数近几个月持续攀升一度逼近2019年水平。\n\nii.其次，市场反应上，美股和美债市场在数据公布后一开始都较为淡定，午盘后波动加大。如此夸张的价格数据反而让市场认为是不可持续的。\n早盘盘点公布CPI通胀数据后，美股和美债市场都基本“不为所动”，10年美债利率冲高回落，而纳斯达克指数也低开高走，反而持续上涨。我们认为，这除了有美股二季度业绩期开启首批披露业绩几家银行（如高盛、JP Morgan等）普遍大幅好于预期外，也可能说明投资者普遍认为这么“夸张”的数据恰恰反而是不可持续的（例如二手车价格同比高达45%的涨幅）。\n不过这一情形在午盘后急转直下，财政部30年国债拍卖结果明显偏弱推动国债利率普遍走高，10年美债也跳升~6bp到1.42%，进而诱发了美股市场特别是纳斯达克的波动。\n\niii.第三，往前看，6月超预期的通胀数据部分改变了未来的通胀路径，服务性价格依然是关注重点。\n6月份如此高得环比增速部分改变了我们原本预期从5月同比高点边际回落的通胀走势（按照目前路径测算，即便是0.2%的月环比，年底同比也会超过当前水平），如果后续月环比依然保持很高水平的话，那么四季度美国通胀的翘尾将会非常明显，也会加大届时货币政策收紧的力度、或者至少是预期的力度。虽然部分商品如二手车的库存和供应瓶颈依然很难短期内得到完全缓解，但考虑到服务性消费和商品消费此消彼长的势头，我们认为服务性价格依然应该是主要关注方向。\n\n不过，会不会在短期内马上改变美联储货币政策推出的节奏，我们认为倒处于两可之间。换言之，短期价格已经这样了，需不需要立即采取行动主要取决于美联储的如何判断。例如，此次驱动最大的二手车价格如果剔除的话，此次月环比将降至0.6%左右，同比也会低于5月水平。\n因此，从市场角度而言，本周四五鲍威尔在国会的就半年度货币政策报告的听证会、以及7月底FOMC会议将是市场寻找美联储表态线索的关键。在此之前，我们暂时维持8~9月暗示、年底开启减量的路径判断，同时美股市场二季度业绩期也将是未来几周的关注焦点，我们预期在低基数和增长修复背景下将会有较强表现。","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145096503,"gmtCreate":1626181853602,"gmtModify":1703754942259,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088785672346910","idStr":"4088785672346910"},"themes":[],"htmlText":"Buy buybuy","listText":"Buy buybuy","text":"Buy buybuy","images":[{"img":"https://static.tigerbbs.com/a9ca3c01c3a4c968edbffeb742ec8651","width":"1080","height":"2189"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145096503","isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}