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KendrickTan
2022-11-29
wow
KendrickTan
2022-09-19
[微笑]
@报告财经:【報告財經 | Binance Labs領投Salus Security種子輪融資,以進一步提升Web3安全】9 月 19 日,據官方消息,Binance Labs 領投 Salus Security 種子輪融資,旨在進一步提升 Web3 安全。Salus Security 將利用籌集的資金擴大其團隊並推動其產品的技術發展。 Salus Security 是一家使用機器學習技術使安全服務更加高效的區塊鏈安全公司。它提供了一套智能合約審計、漏洞檢測和安全諮詢服務。在其機器學習技術的支持下,Salus Security 能夠以儘可能少的損耗和精力來驗證智能合約的業務邏輯。它還可以自動對智能合約的代碼和數據存儲庫進行徹底檢查,使區塊鏈安全更簡單、更高效。
KendrickTan
2021-07-17
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KendrickTan
2021-07-14
??
The overlooked 'big move': This institution slashed a quarter of its stock position
Go to Tiger App to see more news
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能夠以儘可能少的損耗和精力來驗證智能合約的業務邏輯。它還可以自動對智能合約的代碼和數據存儲庫進行徹底檢查,使區塊鏈安全更簡單、更高效。","images":[{"img":"https://static.tigerbbs.com/6a9a06cca41a720063a5b794f7babb6c","width":"601","height":"869"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/661045669","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179913532,"gmtCreate":1626481235926,"gmtModify":1703760804252,"author":{"id":"4089031783443690","authorId":"4089031783443690","name":"KendrickTan","avatar":"https://static.tigerbbs.com/9c1225605c8b512953e90d76989c1ec6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089031783443690","authorIdStr":"4089031783443690"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179913532","repostId":"1157198020","repostType":4,"isVote":1,"tweetType":1,"viewCount":3663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144396284,"gmtCreate":1626266428948,"gmtModify":1703756645742,"author":{"id":"4089031783443690","authorId":"4089031783443690","name":"KendrickTan","avatar":"https://static.tigerbbs.com/9c1225605c8b512953e90d76989c1ec6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089031783443690","authorIdStr":"4089031783443690"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144396284","repostId":"2151598978","repostType":4,"repost":{"id":"2151598978","kind":"highlight","pubTimestamp":1626229732,"share":"https://ttm.financial/m/news/2151598978?lang=en_US&edition=fundamental","pubTime":"2021-07-14 10:28","market":"us","language":"zh","title":"The overlooked 'big move': This institution slashed a quarter of its stock position","url":"https://stock-news.laohu8.com/highlight/detail?id=2151598978","media":"华尔街见闻","summary":"今年第二季度,高盛的营业收入和利润均创史上次高,最吸引外界注意力的是收入同比猛增36%的投行业务,以及包括固收和股票在内收入剧减32%的市场交易业务。\n相对而言较少关注的是,高盛的资产管理业务二季度净","content":"<p>In the second quarter of this year,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Its operating income and profit were the highest in history. The most attention was attracted by investment banking, which saw its revenue soar by 36% year-on-year, and market trading, which saw its revenue, including fixed income and stocks, plummet by 32%.</p><p>Relatively less concerned, Goldman's asset management business reached a record net income of $5.1 billion in the second quarter, more than double the same period last year.</p><p><img src=\"https://static.tigerbbs.com/dd8c0dbaa4394235b98c259a7a9afe30\" tg-width=\"771\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p><p>In explaining the performance of this business, Goldman Sachs said that stock investment created a record net income, and the year-on-year substantial increase was mainly due to the soaring net income of private equity investment, driven by specific corporate events including corporate fund-raising and capital sale, and the improvement in management performance compared with the second quarter of last year.</p><p>According to Goldman Sachs, the asset management business is \"reaping\" the progress made by the asset replication table of the equity portfolio. In other words, it's selling off.</p><p>Goldman Sachs showed the changes in its stock portfolio holdings in its asset management business since the beginning of this year. After selling off $4 billion in the quarter, it reduced its holdings by $5.5 billion in the quarter, which is equivalent to more than a quarter of the total stock portfolio size at the end of last year.</p><p><img src=\"https://static.tigerbbs.com/4318531c08f7736f09eaa15e7038191a\" tg-width=\"1280\" tg-height=\"704\" referrerpolicy=\"no-referrer\"></p><p>Who will take over Goldman Sachs selling these stocks? Retail investors must be indispensable in the pick-up man. Wall Street News mentioned last week's article that according to the data of Vanda Research, a Research institute, American retail investors bought about $28 billion in stocks and equity funds in June, setting a new high in monthly inflow since 2014.</p><p>During the second-quarter conference call, to the question of reducing its stock portfolio, Goldman Sachs answered that it had made progress in improving capital efficiency and \"aggressively\" acted in managing its stock positions, especially when the environment was supportive.</p><p>What does this answer mean? The simple explanation is that Goldman Sachs sold aggressively when the environment supported it. In other words, retail investors are constantly supporting the selling of predators like Goldman Sachs.</p><p>Regarding the selling of Goldman Sachs, the financial blog Zerohedge mentioned that the last time Goldman Sachs sold so \"aggressively\" in a supportive market environment was from 2007 to 2008, when Goldman Sachs was busy concocting secured debt securities (CDOs) based on subprime mortgage bonds, and then Goldman Sachs actively shorted its own proprietary trading. Everyone knows the outcome of the subprime mortgage crisis.</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>The overlooked 'big move': This institution slashed a quarter of its stock position</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe overlooked 'big move': This institution slashed a quarter of its stock position\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-07-14 10:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the second quarter of this year,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Its operating income and profit were the highest in history. The most attention was attracted by investment banking, which saw its revenue soar by 36% year-on-year, and market trading, which saw its revenue, including fixed income and stocks, plummet by 32%.</p><p>Relatively less concerned, Goldman's asset management business reached a record net income of $5.1 billion in the second quarter, more than double the same period last year.</p><p><img src=\"https://static.tigerbbs.com/dd8c0dbaa4394235b98c259a7a9afe30\" tg-width=\"771\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p><p>In explaining the performance of this business, Goldman Sachs said that stock investment created a record net income, and the year-on-year substantial increase was mainly due to the soaring net income of private equity investment, driven by specific corporate events including corporate fund-raising and capital sale, and the improvement in management performance compared with the second quarter of last year.</p><p>According to Goldman Sachs, the asset management business is \"reaping\" the progress made by the asset replication table of the equity portfolio. In other words, it's selling off.</p><p>Goldman Sachs showed the changes in its stock portfolio holdings in its asset management business since the beginning of this year. After selling off $4 billion in the quarter, it reduced its holdings by $5.5 billion in the quarter, which is equivalent to more than a quarter of the total stock portfolio size at the end of last year.</p><p><img src=\"https://static.tigerbbs.com/4318531c08f7736f09eaa15e7038191a\" tg-width=\"1280\" tg-height=\"704\" referrerpolicy=\"no-referrer\"></p><p>Who will take over Goldman Sachs selling these stocks? Retail investors must be indispensable in the pick-up man. Wall Street News mentioned last week's article that according to the data of Vanda Research, a Research institute, American retail investors bought about $28 billion in stocks and equity funds in June, setting a new high in monthly inflow since 2014.</p><p>During the second-quarter conference call, to the question of reducing its stock portfolio, Goldman Sachs answered that it had made progress in improving capital efficiency and \"aggressively\" acted in managing its stock positions, especially when the environment was supportive.</p><p>What does this answer mean? The simple explanation is that Goldman Sachs sold aggressively when the environment supported it. In other words, retail investors are constantly supporting the selling of predators like Goldman Sachs.</p><p>Regarding the selling of Goldman Sachs, the financial blog Zerohedge mentioned that the last time Goldman Sachs sold so \"aggressively\" in a supportive market environment was from 2007 to 2008, when Goldman Sachs was busy concocting secured debt securities (CDOs) based on subprime mortgage bonds, and then Goldman Sachs actively shorted its own proprietary trading. Everyone knows the outcome of the subprime mortgage crisis.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3635325\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c4a03a5ae5cfc1aad727ce9e6d2b27bb","relate_stocks":{"GS":"高盛"},"source_url":"https://wallstreetcn.com/articles/3635325","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151598978","content_text":"今年第二季度,高盛的营业收入和利润均创史上次高,最吸引外界注意力的是收入同比猛增36%的投行业务,以及包括固收和股票在内收入剧减32%的市场交易业务。\n相对而言较少关注的是,高盛的资产管理业务二季度净收入达到创纪录的51亿美元,是去年同期的两倍多。\n\n在解释这块业务的业绩时,高盛称,股票投资创造了创纪录的净收入,年同比大幅增长主要是私募股权投资的净收益大涨,包括企业募资和出售资本在内的具体企业事件驱动,以及相比去年二季度管理业绩改善。\n据高盛所说,资产管理业务正在“收获”股票投资组合资产复制表取得的进展。换句话说,就是在抛售。\n高盛展示了今年初以来资产管理业务的股票投资组合持仓变动,当季净抛售40亿美元,计入买入股票15亿美元后,当季共减持55亿美元,相当于去年末股票投资组合总规模的四分之一以上。\n\n高盛抛售这些股票谁来接盘?接盘侠中一定少不了散户。华尔街见闻上周文章就提到,研究机构Vanda Research数据显示,6月美国散户净买入约280亿美元股票和股票类基金,创下自2014以来月度流入新高。\n在二季报电话会议上,对于减持股票投资组合的问题,高盛回答,在提高资本效率方面取得进展,在管理股票仓位方面“大举”(aggressively)行动,尤其是处于环境给予支持的情况下。\n这回答什么意思?简单来解释就是,高盛在环境给予支持时大举抛售。换句话说,散户在不断支持高盛这样的大鳄抛售。\n对于高盛这样的抛售,金融博客Zerohedge提到,上一次高盛如此在给予支持的市场环境下“大举”抛售还是在2007到2008年,当时高盛在忙着炮制基于次贷抵押贷款债券的担保债权凭证(CDO),而后高盛自己的自营交易又积极地做空。次贷危机的结果怎样大家都知道了。","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":3634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":179913532,"gmtCreate":1626481235926,"gmtModify":1703760804252,"author":{"id":"4089031783443690","authorId":"4089031783443690","name":"KendrickTan","avatar":"https://static.tigerbbs.com/9c1225605c8b512953e90d76989c1ec6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089031783443690","idStr":"4089031783443690"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179913532","repostId":"1157198020","repostType":4,"isVote":1,"tweetType":1,"viewCount":3663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962362341,"gmtCreate":1669725367083,"gmtModify":1676538229814,"author":{"id":"4089031783443690","authorId":"4089031783443690","name":"KendrickTan","avatar":"https://static.tigerbbs.com/9c1225605c8b512953e90d76989c1ec6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089031783443690","idStr":"4089031783443690"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962362341","isVote":1,"tweetType":1,"viewCount":2895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910848311,"gmtCreate":1663601219634,"gmtModify":1676537299405,"author":{"id":"4089031783443690","authorId":"4089031783443690","name":"KendrickTan","avatar":"https://static.tigerbbs.com/9c1225605c8b512953e90d76989c1ec6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089031783443690","idStr":"4089031783443690"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910848311","repostId":"661045669","repostType":1,"repost":{"id":661045669,"gmtCreate":1663599999753,"gmtModify":1676537299177,"author":{"id":"3467720335878530","authorId":"3467720335878530","name":"报告财经","avatar":"https://static.tigerbbs.com/203f2436005c0b2a84a49f934dc19921","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3467720335878530","idStr":"3467720335878530"},"themes":[],"htmlText":"【報告財經 | Binance Labs領投Salus Security種子輪融資,以進一步提升Web3安全】9 月 19 日,據官方消息,Binance Labs 領投 Salus Security 種子輪融資,旨在進一步提升 Web3 安全。Salus Security 將利用籌集的資金擴大其團隊並推動其產品的技術發展。 Salus Security 是一家使用機器學習技術使安全服務更加高效的區塊鏈安全公司。它提供了一套智能合約審計、漏洞檢測和安全諮詢服務。在其機器學習技術的支持下,Salus Security 能夠以儘可能少的損耗和精力來驗證智能合約的業務邏輯。它還可以自動對智能合約的代碼和數據存儲庫進行徹底檢查,使區塊鏈安全更簡單、更高效。","listText":"【報告財經 | Binance Labs領投Salus Security種子輪融資,以進一步提升Web3安全】9 月 19 日,據官方消息,Binance Labs 領投 Salus Security 種子輪融資,旨在進一步提升 Web3 安全。Salus Security 將利用籌集的資金擴大其團隊並推動其產品的技術發展。 Salus Security 是一家使用機器學習技術使安全服務更加高效的區塊鏈安全公司。它提供了一套智能合約審計、漏洞檢測和安全諮詢服務。在其機器學習技術的支持下,Salus Security 能夠以儘可能少的損耗和精力來驗證智能合約的業務邏輯。它還可以自動對智能合約的代碼和數據存儲庫進行徹底檢查,使區塊鏈安全更簡單、更高效。","text":"【報告財經 | Binance Labs領投Salus Security種子輪融資,以進一步提升Web3安全】9 月 19 日,據官方消息,Binance Labs 領投 Salus Security 種子輪融資,旨在進一步提升 Web3 安全。Salus Security 將利用籌集的資金擴大其團隊並推動其產品的技術發展。 Salus Security 是一家使用機器學習技術使安全服務更加高效的區塊鏈安全公司。它提供了一套智能合約審計、漏洞檢測和安全諮詢服務。在其機器學習技術的支持下,Salus Security 能夠以儘可能少的損耗和精力來驗證智能合約的業務邏輯。它還可以自動對智能合約的代碼和數據存儲庫進行徹底檢查,使區塊鏈安全更簡單、更高效。","images":[{"img":"https://static.tigerbbs.com/6a9a06cca41a720063a5b794f7babb6c","width":"601","height":"869"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/661045669","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144396284,"gmtCreate":1626266428948,"gmtModify":1703756645742,"author":{"id":"4089031783443690","authorId":"4089031783443690","name":"KendrickTan","avatar":"https://static.tigerbbs.com/9c1225605c8b512953e90d76989c1ec6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089031783443690","idStr":"4089031783443690"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144396284","repostId":"2151598978","repostType":4,"repost":{"id":"2151598978","kind":"highlight","pubTimestamp":1626229732,"share":"https://ttm.financial/m/news/2151598978?lang=en_US&edition=fundamental","pubTime":"2021-07-14 10:28","market":"us","language":"zh","title":"The overlooked 'big move': This institution slashed a quarter of its stock position","url":"https://stock-news.laohu8.com/highlight/detail?id=2151598978","media":"华尔街见闻","summary":"今年第二季度,高盛的营业收入和利润均创史上次高,最吸引外界注意力的是收入同比猛增36%的投行业务,以及包括固收和股票在内收入剧减32%的市场交易业务。\n相对而言较少关注的是,高盛的资产管理业务二季度净","content":"<p>In the second quarter of this year,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Its operating income and profit were the highest in history. The most attention was attracted by investment banking, which saw its revenue soar by 36% year-on-year, and market trading, which saw its revenue, including fixed income and stocks, plummet by 32%.</p><p>Relatively less concerned, Goldman's asset management business reached a record net income of $5.1 billion in the second quarter, more than double the same period last year.</p><p><img src=\"https://static.tigerbbs.com/dd8c0dbaa4394235b98c259a7a9afe30\" tg-width=\"771\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p><p>In explaining the performance of this business, Goldman Sachs said that stock investment created a record net income, and the year-on-year substantial increase was mainly due to the soaring net income of private equity investment, driven by specific corporate events including corporate fund-raising and capital sale, and the improvement in management performance compared with the second quarter of last year.</p><p>According to Goldman Sachs, the asset management business is \"reaping\" the progress made by the asset replication table of the equity portfolio. In other words, it's selling off.</p><p>Goldman Sachs showed the changes in its stock portfolio holdings in its asset management business since the beginning of this year. After selling off $4 billion in the quarter, it reduced its holdings by $5.5 billion in the quarter, which is equivalent to more than a quarter of the total stock portfolio size at the end of last year.</p><p><img src=\"https://static.tigerbbs.com/4318531c08f7736f09eaa15e7038191a\" tg-width=\"1280\" tg-height=\"704\" referrerpolicy=\"no-referrer\"></p><p>Who will take over Goldman Sachs selling these stocks? Retail investors must be indispensable in the pick-up man. Wall Street News mentioned last week's article that according to the data of Vanda Research, a Research institute, American retail investors bought about $28 billion in stocks and equity funds in June, setting a new high in monthly inflow since 2014.</p><p>During the second-quarter conference call, to the question of reducing its stock portfolio, Goldman Sachs answered that it had made progress in improving capital efficiency and \"aggressively\" acted in managing its stock positions, especially when the environment was supportive.</p><p>What does this answer mean? The simple explanation is that Goldman Sachs sold aggressively when the environment supported it. In other words, retail investors are constantly supporting the selling of predators like Goldman Sachs.</p><p>Regarding the selling of Goldman Sachs, the financial blog Zerohedge mentioned that the last time Goldman Sachs sold so \"aggressively\" in a supportive market environment was from 2007 to 2008, when Goldman Sachs was busy concocting secured debt securities (CDOs) based on subprime mortgage bonds, and then Goldman Sachs actively shorted its own proprietary trading. Everyone knows the outcome of the subprime mortgage crisis.</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>The overlooked 'big move': This institution slashed a quarter of its stock position</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe overlooked 'big move': This institution slashed a quarter of its stock position\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-07-14 10:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the second quarter of this year,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Its operating income and profit were the highest in history. The most attention was attracted by investment banking, which saw its revenue soar by 36% year-on-year, and market trading, which saw its revenue, including fixed income and stocks, plummet by 32%.</p><p>Relatively less concerned, Goldman's asset management business reached a record net income of $5.1 billion in the second quarter, more than double the same period last year.</p><p><img src=\"https://static.tigerbbs.com/dd8c0dbaa4394235b98c259a7a9afe30\" tg-width=\"771\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p><p>In explaining the performance of this business, Goldman Sachs said that stock investment created a record net income, and the year-on-year substantial increase was mainly due to the soaring net income of private equity investment, driven by specific corporate events including corporate fund-raising and capital sale, and the improvement in management performance compared with the second quarter of last year.</p><p>According to Goldman Sachs, the asset management business is \"reaping\" the progress made by the asset replication table of the equity portfolio. In other words, it's selling off.</p><p>Goldman Sachs showed the changes in its stock portfolio holdings in its asset management business since the beginning of this year. After selling off $4 billion in the quarter, it reduced its holdings by $5.5 billion in the quarter, which is equivalent to more than a quarter of the total stock portfolio size at the end of last year.</p><p><img src=\"https://static.tigerbbs.com/4318531c08f7736f09eaa15e7038191a\" tg-width=\"1280\" tg-height=\"704\" referrerpolicy=\"no-referrer\"></p><p>Who will take over Goldman Sachs selling these stocks? Retail investors must be indispensable in the pick-up man. Wall Street News mentioned last week's article that according to the data of Vanda Research, a Research institute, American retail investors bought about $28 billion in stocks and equity funds in June, setting a new high in monthly inflow since 2014.</p><p>During the second-quarter conference call, to the question of reducing its stock portfolio, Goldman Sachs answered that it had made progress in improving capital efficiency and \"aggressively\" acted in managing its stock positions, especially when the environment was supportive.</p><p>What does this answer mean? The simple explanation is that Goldman Sachs sold aggressively when the environment supported it. In other words, retail investors are constantly supporting the selling of predators like Goldman Sachs.</p><p>Regarding the selling of Goldman Sachs, the financial blog Zerohedge mentioned that the last time Goldman Sachs sold so \"aggressively\" in a supportive market environment was from 2007 to 2008, when Goldman Sachs was busy concocting secured debt securities (CDOs) based on subprime mortgage bonds, and then Goldman Sachs actively shorted its own proprietary trading. Everyone knows the outcome of the subprime mortgage crisis.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3635325\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c4a03a5ae5cfc1aad727ce9e6d2b27bb","relate_stocks":{"GS":"高盛"},"source_url":"https://wallstreetcn.com/articles/3635325","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151598978","content_text":"今年第二季度,高盛的营业收入和利润均创史上次高,最吸引外界注意力的是收入同比猛增36%的投行业务,以及包括固收和股票在内收入剧减32%的市场交易业务。\n相对而言较少关注的是,高盛的资产管理业务二季度净收入达到创纪录的51亿美元,是去年同期的两倍多。\n\n在解释这块业务的业绩时,高盛称,股票投资创造了创纪录的净收入,年同比大幅增长主要是私募股权投资的净收益大涨,包括企业募资和出售资本在内的具体企业事件驱动,以及相比去年二季度管理业绩改善。\n据高盛所说,资产管理业务正在“收获”股票投资组合资产复制表取得的进展。换句话说,就是在抛售。\n高盛展示了今年初以来资产管理业务的股票投资组合持仓变动,当季净抛售40亿美元,计入买入股票15亿美元后,当季共减持55亿美元,相当于去年末股票投资组合总规模的四分之一以上。\n\n高盛抛售这些股票谁来接盘?接盘侠中一定少不了散户。华尔街见闻上周文章就提到,研究机构Vanda Research数据显示,6月美国散户净买入约280亿美元股票和股票类基金,创下自2014以来月度流入新高。\n在二季报电话会议上,对于减持股票投资组合的问题,高盛回答,在提高资本效率方面取得进展,在管理股票仓位方面“大举”(aggressively)行动,尤其是处于环境给予支持的情况下。\n这回答什么意思?简单来解释就是,高盛在环境给予支持时大举抛售。换句话说,散户在不断支持高盛这样的大鳄抛售。\n对于高盛这样的抛售,金融博客Zerohedge提到,上一次高盛如此在给予支持的市场环境下“大举”抛售还是在2007到2008年,当时高盛在忙着炮制基于次贷抵押贷款债券的担保债权凭证(CDO),而后高盛自己的自营交易又积极地做空。次贷危机的结果怎样大家都知道了。","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":3634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}