猫咪国王 personal page - To The Moon

猫咪国王

猫咪国王

投资理财爱好者

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2023-04-19

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New energy vehicle stocks continued to fall, with XPeng vehicles falling more than 10%

2023-04-03

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Large option orders | Bank stocks counterattack, and there are obvious differences between the long and short sides! Do long money bets, can Carnival Cruises live up to expectations?

2023-04-03

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2023-03-09

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What is the real danger behind Powell's unexpected release of the "Eagle"?

2023-03-06

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Financial report preview | Southeast Asia's Internet boom fades, Sea's Q4 revenue may show negative growth for the first time

2023-03-03

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2022-11-22

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@财见:企鵝蘭登書屋收購西蒙與舒斯特的交易將告吹

2022-10-03

$特斯拉(TSLA)$good

2022-09-29

$百度(BIDU)$how？

2022-09-29

$百度(BIDU)$good？

2022-09-29

$英伟达(NVDA)$long term

2022-09-28

$哔哩哔哩(BILI)$Ku

2022-09-26

$花旗(C)$hope？

2022-09-26

$花旗(C)$hope？

2022-09-20

$ChargePoint Holdings Inc.(CHPT)$good！

2022-09-18

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UBS: Ctrip (TCOM.O) was first given a neutral rating.

2022-09-16

$英伟达(NVDA)$ok

2022-09-15

$ChargePoint Holdings Inc.(CHPT)$Buy

2022-09-15

$Rivian Automotive, Inc.(RIVN)$Good

2022-09-13

$Coinbase Global, Inc.(COIN)$still good

Go to Tiger App to see more news

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21:51","market":"other","language":"zh","title":"New energy vehicle stocks continued to fall, with XPeng vehicles falling more than 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1174181535","media":"老虎资讯综合","summary":"4月19日，新能源车股持续下跌，小鹏汽车跌超10%，蔚来跌超6%，Rivian、福特汽车、理想汽车跌超4%。","content":"<p><html><head></head><body>On April 19, new energy vehicle stocks continued to fall.<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 10%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Fell more than 6%, Rivian,<a href=\"https://laohu8.com/S/F\">Ford Motor</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Fell more than 4%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20333f03952676434d41edaaaa5b10e9\" tg-width=\"560\" tg-height=\"240\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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\">\nNew energy vehicle stocks continued to fall, with XPeng vehicles falling more than 10%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-04-19 21:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 19, new energy vehicle stocks continued to fall.<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 10%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Fell more than 6%, Rivian,<a href=\"https://laohu8.com/S/F\">Ford Motor</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Fell more than 4%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20333f03952676434d41edaaaa5b10e9\" tg-width=\"560\" tg-height=\"240\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47b6fbfe38edb1202883a645549da7f6","relate_stocks":{"BK4526":"热门中概股","BK1588":"回港中概股","XPEV":"小鹏汽车","BK1119":"汽车制造商","BK4505":"高瓴资本持仓","BK1587":"次新股","BK1539":"汽车股","BK4099":"汽车制造商","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4555":"新能源车","BK1575":"同股不同权","NIO":"蔚来","BK4551":"寇图资本持仓","RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174181535","content_text":"4月19日，新能源车股持续下跌，小鹏汽车跌超10%，蔚来跌超6%，Rivian、福特汽车、理想汽车跌超4%。","news_type":1,"symbols_score_info":{"NIO":0.9,"RIVN":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":2085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941495949,"gmtCreate":1680514299881,"gmtModify":1680514303466,"author":{"id":"4090765737044950","authorId":"4090765737044950","name":"猫咪国王","avatar":"https://static.tigerbbs.com/6443a267db2c953f9d60a08f6e734075","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090765737044950","authorIdStr":"4090765737044950"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941495949","repostId":"1178785059","repostType":4,"repost":{"id":"1178785059","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1679984289,"share":"https://ttm.financial/m/news/1178785059?lang=en_US&edition=fundamental","pubTime":"2023-03-28 14:18","market":"us","language":"zh","title":"Large option orders | Bank stocks counterattack, and there are obvious differences between the long and short sides! Do long money bets, can Carnival Cruises live up to expectations?","url":"https://stock-news.laohu8.com/highlight/detail?id=1178785059","media":"老虎资讯综合","summary":"摘要：美东时间3月27日，期权市场总成交量达31,161,419.张合约，其中，看涨期权占比54%。特斯拉、苹果等明星股看涨期权的成交量特别高；做多资金押注，嘉年华邮轮能否不负众望？一、市场概览美东时","content":"<p><html><head></head><body><b>Abstract: On March 27, Eastern Time, the total trading volume of the options market reached 31,161,419. contracts, of which call options accounted for 54%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The trading volume of call options on star stocks is particularly high; Make long capital bets,<a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>Can it live up to expectations?</b><b>Market Overview</b></p><p>On March 27, Eastern Time, U.S. stocks closed mixed on Monday, with bank stocks generally rising. First Citizens Bank Acquisition<a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank</a>All deposits and loans, and the US authorities are considering helping<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>News such as strengthening the balance sheet boosted market sentiment. However, the market as a whole is still tepid. It also reflects signs of a lack of direction in the market as a whole after the banking crisis. As of the close, the Dow Jones index rose 0.6%, the Nasdaq index fell 0.47%, and the S&P 500 index rose 0.16%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6039ae90374132fafc810a91f224e3eb\" tg-width=\"965\" tg-height=\"152\" referrerpolicy=\"no-referrer\"/><span>Data source: Tiger International</span></p><p>On Monday, the total trading volume of the options market reached 31,161,419. contracts, of which call options accounted for 54%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0369686ff54cd71e80033330dc6cfd96\" tg-width=\"1786\" tg-height=\"388\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></p><p>S&P Index ETF-SPY options traded 7.85 million contracts, of which put options accounted for 53%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10baa7de6fbb69852ae21f65aacb209a\" tg-width=\"1615\" tg-height=\"411\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>2. Total option transaction volume TOP10</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4cdaa6d1299aa61d03a2f31ea6615449\" tg-width=\"828\" tg-height=\"1409\" referrerpolicy=\"no-referrer\"/><span>Data source: Tiger International</span></p><p><b>Tesla</b>It rose 0.74% on Monday to $191, 81. 1.286 million options contracts were traded, and call options accounted for 61% of all options transactions. Expiration March 31, 2023 Exercise Price of $200<b>Call Options</b>Volume was particularly high on, with a volume of 106,046 contracts.</p><p>In terms of news: Tesla's Berlin factory broke through key production nodes three months ahead of schedule, with weekly output exceeding 5,000 vehicles.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05c0c1cffb8631554864e2e19e61aee6\" tg-width=\"1647\" tg-height=\"272\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Apple</b>It fell 1.23% on Monday to $158, 28. 722,700 options contracts were traded, and call options accounted for 51% of all options transactions. Expiration March 31, 2023 Exercise Price of $160<b>Call Options</b>Volume was particularly high on, with 67,816 contracts traded.</p><p>In terms of news: Apple quietly expands its \"AI arsenal\" and quietly acquires video AI startup WaveOne.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f23602c67a8979722704d6166a7f85d2\" tg-width=\"1647\" tg-height=\"267\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Up nearly 5% on Monday</b>, at $28, 49. 503,500 options contracts were traded, and call options accounted for 51% of all options transactions. Expiration March 31, 2023 Exercise Price of $29<b>Call Options</b>Volume was particularly high on, with a volume of 22,607 contracts. This means that in the options market, investors are betting on a short-term rebound or close to peaking in the stock.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b34d17be11e67e68cc456b370effe6c\" tg-width=\"1646\" tg-height=\"266\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>3. Observation of changes</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b35d7473af7e1e73b0dd2982d48d5172\" tg-width=\"1715\" tg-height=\"618\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Silicon Valley Bank turmoil subsides as U.S. authorities consider help<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>Strengthening the balance sheet and other news boosted.<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a></b>It rose nearly 12% on Monday to $13.82. Due to the recent large amplitude of the stock, in the options market, there are obvious differences between the long and short sides! There are bets that the March 31 expiration exercise price will be only $1<b>Put options,</b>There are also bets on an exercise price of $60 expiring on March 31<b>Call Options</b>。</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c800f98afd08a65e41e33a58b2a8a8b1\" tg-width=\"1644\" tg-height=\"274\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Carnival Cruises</b>It fell more than 4% on Monday to $8.79. Expiration March 31, 2023 Strike Price of $10<b>Call Options</b>Volume was particularly high on, with a volume of 20,396 contracts.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/018470ff6f9341dfd4725a3715cefc9d\" tg-width=\"1644\" tg-height=\"272\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a></b>It rose 3% on Monday to $54.86. Volume was particularly high for the $55 call option expiring March 31, 2023, with 7,469 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60d0851d46b18fc6864c4ec52f9f6474\" tg-width=\"1644\" tg-height=\"272\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Large option orders | Bank stocks counterattack, and there are obvious differences between the long and short sides! Do long money bets, can Carnival Cruises live up to expectations?</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\">\nLarge option orders | Bank stocks counterattack, and there are obvious differences between the long and short sides! Do long money bets, can Carnival Cruises live up to expectations?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-03-28 14:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Abstract: On March 27, Eastern Time, the total trading volume of the options market reached 31,161,419. contracts, of which call options accounted for 54%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The trading volume of call options on star stocks is particularly high; Make long capital bets,<a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>Can it live up to expectations?</b><b>Market Overview</b></p><p>On March 27, Eastern Time, U.S. stocks closed mixed on Monday, with bank stocks generally rising. First Citizens Bank Acquisition<a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank</a>All deposits and loans, and the US authorities are considering helping<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>News such as strengthening the balance sheet boosted market sentiment. However, the market as a whole is still tepid. It also reflects signs of a lack of direction in the market as a whole after the banking crisis. As of the close, the Dow Jones index rose 0.6%, the Nasdaq index fell 0.47%, and the S&P 500 index rose 0.16%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6039ae90374132fafc810a91f224e3eb\" tg-width=\"965\" tg-height=\"152\" referrerpolicy=\"no-referrer\"/><span>Data source: Tiger International</span></p><p>On Monday, the total trading volume of the options market reached 31,161,419. contracts, of which call options accounted for 54%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0369686ff54cd71e80033330dc6cfd96\" tg-width=\"1786\" tg-height=\"388\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></p><p>S&P Index ETF-SPY options traded 7.85 million contracts, of which put options accounted for 53%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10baa7de6fbb69852ae21f65aacb209a\" tg-width=\"1615\" tg-height=\"411\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>2. Total option transaction volume TOP10</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4cdaa6d1299aa61d03a2f31ea6615449\" tg-width=\"828\" tg-height=\"1409\" referrerpolicy=\"no-referrer\"/><span>Data source: Tiger International</span></p><p><b>Tesla</b>It rose 0.74% on Monday to $191, 81. 1.286 million options contracts were traded, and call options accounted for 61% of all options transactions. Expiration March 31, 2023 Exercise Price of $200<b>Call Options</b>Volume was particularly high on, with a volume of 106,046 contracts.</p><p>In terms of news: Tesla's Berlin factory broke through key production nodes three months ahead of schedule, with weekly output exceeding 5,000 vehicles.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05c0c1cffb8631554864e2e19e61aee6\" tg-width=\"1647\" tg-height=\"272\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Apple</b>It fell 1.23% on Monday to $158, 28. 722,700 options contracts were traded, and call options accounted for 51% of all options transactions. Expiration March 31, 2023 Exercise Price of $160<b>Call Options</b>Volume was particularly high on, with 67,816 contracts traded.</p><p>In terms of news: Apple quietly expands its \"AI arsenal\" and quietly acquires video AI startup WaveOne.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f23602c67a8979722704d6166a7f85d2\" tg-width=\"1647\" tg-height=\"267\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Up nearly 5% on Monday</b>, at $28, 49. 503,500 options contracts were traded, and call options accounted for 51% of all options transactions. Expiration March 31, 2023 Exercise Price of $29<b>Call Options</b>Volume was particularly high on, with a volume of 22,607 contracts. This means that in the options market, investors are betting on a short-term rebound or close to peaking in the stock.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b34d17be11e67e68cc456b370effe6c\" tg-width=\"1646\" tg-height=\"266\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>3. Observation of changes</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b35d7473af7e1e73b0dd2982d48d5172\" tg-width=\"1715\" tg-height=\"618\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Silicon Valley Bank turmoil subsides as U.S. authorities consider help<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>Strengthening the balance sheet and other news boosted.<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a></b>It rose nearly 12% on Monday to $13.82. Due to the recent large amplitude of the stock, in the options market, there are obvious differences between the long and short sides! There are bets that the March 31 expiration exercise price will be only $1<b>Put options,</b>There are also bets on an exercise price of $60 expiring on March 31<b>Call Options</b>。</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c800f98afd08a65e41e33a58b2a8a8b1\" tg-width=\"1644\" tg-height=\"274\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Carnival Cruises</b>It fell more than 4% on Monday to $8.79. Expiration March 31, 2023 Strike Price of $10<b>Call Options</b>Volume was particularly high on, with a volume of 20,396 contracts.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/018470ff6f9341dfd4725a3715cefc9d\" tg-width=\"1644\" tg-height=\"272\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a></b>It rose 3% on Monday to $54.86. Volume was particularly high for the $55 call option expiring March 31, 2023, with 7,469 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60d0851d46b18fc6864c4ec52f9f6474\" tg-width=\"1644\" tg-height=\"272\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"BK4211":"区域性银行","BK4588":"碎股","BK4585":"ETF&股票定投概念","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","AXP":"美国运通","LU1861217088.USD":"贝莱德金融科技A2","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","BK4142":"酒店、度假村与豪华游轮","TSLA":"特斯拉","AAPL":"苹果","CCL":"嘉年华邮轮","SPY":"标普500ETF","BK4517":"邮轮概念","SCHW":"嘉信理财","BAC":"美国银行","QQQ":"纳指100ETF","BK4589":"SVB概念","SIVBQ":"硅谷银行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178785059","content_text":"摘要：美东时间3月27日，期权市场总成交量达31,161,419.张合约，其中，看涨期权占比54%。特斯拉、苹果等明星股看涨期权的成交量特别高；做多资金押注，嘉年华邮轮能否不负众望？一、市场概览美东时间3月27日，美股周一收盘涨跌不一，银行股普涨。第一公民银行收购硅谷银行全部存贷款、以及美国当局正考虑帮助第一共和银行强化资产负债表等消息，提振了市场情绪。但大盘整体仍呈现不温不火的状态。这也反映出银行业危机过后，市场整体缺乏方向的迹象。截止收盘，道琼斯指数涨0.6%，纳斯达克指数跌0.47%，标普500指数涨0.16%。数据来源：老虎国际周一，期权市场总成交量达31,161,419.张合约，其中，看涨期权占比54%。数据来源：Market Chameleon标普指数ETF-SPY期权成交785万张合约，其中，看跌期权占比53%。数据来源：Market Chameleon二、期权成交总量TOP10数据来源：老虎国际特斯拉周一涨0.74%，报191,81美元。期权合约成交128.6万张，看涨期权占全部期权交易的61%。2023年3月31日到期行权价为200美元看涨期权的成交量特别高，成交量为106,046张。消息方面：特斯拉柏林工厂提前三个月突破关键产量节点，周产量突破5000辆。数据来源：Market Chameleon苹果周一跌1.23%，报158,28美元。期权合约成交72.27万张，看涨期权占全部期权交易的51%。2023年3月31日到期行权价为160美元看涨期权的成交量特别高，成交量为67,816张。消息方面：苹果低调扩充“AI军火库” 静悄悄收购视频AI创业公司WaveOne。数据来源：Market Chameleon美国银行周一涨近5%，报28,49美元。期权合约成交50.35万张，看涨期权占全部期权交易的51%。2023年3月31日到期行权价为29美元看涨期权的成交量特别高，成交量为22,607张。这意味着在期权市场中，投资者押注该股短线反弹或接近见顶。数据来源：Market Chameleon三、异动观察数据来源：Market Chameleon硅谷银行风波逐渐平息，以及美国当局正考虑帮助第一共和银行强化资产负债表等消息提振。第一共和银行周一涨近12%，报13.82美元。由于该股近期振幅较大，在期权市场中，多空双方出现明显分歧！有押注3月31日到期行权价仅为1美元看跌期权，也有押注3月31日到期行权价为60美元看涨期权。数据来源：Market Chameleon嘉年华邮轮周一跌超4%，报8.79美元。2023年3月31日到期行权价为10美元看涨期权的成交量特别高，成交量为20,396张。数据来源：Market Chameleon嘉信理财周一上涨3%，报54.86美元。2023年3月31日到期行权价为55美元看涨期权的成交量特别高，成交量为7,469张。数据来源：Market Chameleon","news_type":1,"symbols_score_info":{"SIVBQ":0.9,"CCL":0.9,"BAC":0.9,"SCHW":0.9,"QQQ":0.9,"FRC":0.9,"SPY":0.9,"AXP":0.9,"TSLA":0.9,"SIVB":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941495092,"gmtCreate":1680514289516,"gmtModify":1680514293011,"author":{"id":"4090765737044950","authorId":"4090765737044950","name":"猫咪国王","avatar":"https://static.tigerbbs.com/6443a267db2c953f9d60a08f6e734075","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090765737044950","authorIdStr":"4090765737044950"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941495092","repostId":"1130992032","repostType":4,"isVote":1,"tweetType":1,"viewCount":2119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949309322,"gmtCreate":1678336055467,"gmtModify":1678336059591,"author":{"id":"4090765737044950","authorId":"4090765737044950","name":"猫咪国王","avatar":"https://static.tigerbbs.com/6443a267db2c953f9d60a08f6e734075","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090765737044950","authorIdStr":"4090765737044950"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949309322","repostId":"1173146453","repostType":4,"repost":{"id":"1173146453","kind":"news","pubTimestamp":1678331864,"share":"https://ttm.financial/m/news/1173146453?lang=en_US&edition=fundamental","pubTime":"2023-03-09 11:17","market":"us","language":"zh","title":"What is the real danger behind Powell's unexpected release of the \"Eagle\"?","url":"https://stock-news.laohu8.com/highlight/detail?id=1173146453","media":"格隆汇","summary":"全球金融市场为何会如此恐慌？","content":"<p><html><head></head><body>Powell single-handedly overturned the global financial market.</p><p><b>01</b></p><p>At 23:00 on March 7, Beijing time, Powell attended the hearing of the Senate and the House of Representatives and gave the Federal Reserve's semi-annual monetary policy testimony. This is his first speech since February 7 and his last speech before the interest rate meeting in March.</p><p>Powell got straight to the chase:<i>\"Inflation has been slowing in recent months, but the retreat to 2% is still a long way off and could be bumpy. As I mentioned, recent economic data has been stronger than expected,</i><i><b>This suggests that the final interest rate level may be higher than previously expected. If the overall data suggests that it is necessary to accelerate (monetary) tightening, we will be prepared to accelerate the pace of rate hike.</b></i><i>Restoring price stability may require us to maintain a restrictive monetary policy stance for some time. \"</i></p><p>Powell also pointed out that since his last testimony in the House of Representatives in the middle of last year, U.S. inflation growth has eased to some extent, but inflation is still well above the Fed's long-term target of 2%. Inflation in the core commodity sector has fallen as supply chain bottlenecks ease and monetary tightening limits demand. However, inflation for core services other than housing has not declined.</p><p><b>Powell's eagle beyond imagination, not only may the terminal interest rate be higher than previously expected, but the rhythm of the rate hike may return to 50 basis points, which has greatly shocked the financial market.</b>Especially once the latter happens, it will change the trajectory of the previous \"rate hike slowing down to the end\" in the financial market in the medium term.</p><p>According to the Federal Funds rate Futures Trading Market in the United States, the probability of 50 basis points in rate hike soared to 70% in March from 30% the previous day, and the probability of 25 basis points in rate hike dropped to 30% from 70% the previous day. And the probability of the expected terminal interest rate reaching 5.5%-5.75% in June this year is as high as about 50%.</p><p><img src=\"https://static.tigerbbs.com/b999772d2952d88a64cad987538f394b\" tg-width=\"682\" tg-height=\"492\" referrerpolicy=\"no-referrer\"/></p><p>Powell's hawkish statement suggests that U.S. non-farm payrolls and inflation in February may remain as hot as in January. In fact, we can also get clues from the data that has been disclosed.</p><p>In February, the Markit comprehensive PMI and service PMI both rose above 50, both exceeding previous market expectations, and both hit new highs since June 2022, reversing the previous seven consecutive months of shrinking trend. Among them, the final value of the employment sub-index has risen to a new high since September 2022. This shows that the U.S. economy will still show considerable resilience in February, and the job market may remain tight.</p><p><b>The high inflation fever in the European market also implies that the inflation situation in the United States in February is not optimistic.</b>The euro zone's reconciled CPI in February rose by 8.5% year-on-year, higher than the expected 8.3%, and the previous value was 8.6%. On a month-on-month basis, the initial reconciled CPI value of the euro zone in February rose by 0.8% month-on-month, higher than the expected 0.5%, and fell by 0.2% month-on-month in January. The core CPI of the euro zone reached 5.6% in February, far exceeding market expectations and 5.3% in January, setting a new historical record again. Among them, the core CPI of Germany, France, and Italy, the top three economies in the euro zone, all exceeded expectations in February and set a new record for this round of inflation.</p><p><img src=\"https://static.tigerbbs.com/ca27c8507c5e31866af826e68abc1a1d\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\"/></p><p>Whether the Fed will issue a 50 basis point rate hike in March ultimately depends on this Friday's non-farm payrolls data and next Tuesday's inflation data. If the data is still hotter than expected, it will continue to put pressure on the valuation level of risky assets.</p><p><b>In 2023, the Federal Reserve's rate hike terminal interest rate will be higher, and the longer the high interest rate is maintained, it will be a major tail risk for the global financial market.</b>On the one hand, under the background of higher and longer interest rates, the accumulation and lag of monetary tightening will gradually appear, the impact on the economy will be more obvious, and the possibility of economic recession will be relatively high. On the other hand, the increasingly tense global currency liquidity will aggravate the fluctuation of the whole financial market, and non-bank financial institutions such as pension funds, insurance companies and hedge funds will face shocks and threats. The thunderstorm of British pensions, the bankruptcy of Credit Suisse and the default of Blackstone Group's bonds may be just the prelude.</p><p><b>02</b></p><p>Recently, A shares have ushered in a wave of obvious adjustments. Why?</p><p>This year's GDP target is expected to be around 5%. This data actually falls at the lower limit of the market expectation range of 5%-5.5%, and the median expectation is roughly 5.3%. In the short term, the market will revise the previous optimistic expectations to a certain extent.</p><p>From the perspective of institutions, there are two main factors for the reasonable and conservative data. First, maintain determination and do not return to the old path of real estate-fully implement the new development concept, accelerate the construction of a new development pattern, and strive to promote high-quality development. This also means that the stimulus for real estate will be limited, and there will be no strong stimulus caused by flooding.</p><p>Second, internal and external pressures and uncertain factors are relatively large-the uncertainty of the external environment is increasing, global inflation is still at a high level, the growth momentum of the world economy and trade is weakening, and external suppression and containment are constantly rising. The foundation for domestic economic growth to stabilize and upward needs to be consolidated, and insufficient demand is still a prominent contradiction...</p><p>In addition to the 5% data, there is another important data, that is, the new employment target of urban population is about 12 million. The employment target is a record high. To achieve this goal, the economic growth rate must go up. This also implies that the actual economic target achieved this year may exceed 5%.<b>In the short term, 5% puts pressure on the market and needs to be revised and adjusted, but the employment data implies that the actual results in the future may exceed expectations, and it is also the source of excess returns in the future.</b></p><p>For setting the tone of monetary policy, the central bank's execution report and the government work report are both \"a prudent monetary policy must be precise and powerful\". And keep the growth rate of broad money supply and social financing scale basically matching the nominal economic growth rate to support the development of the real economy.</p><p>A rough calculation shows that with a 5% GDP growth and an inflation target of 3%, the growth rate of M2 this year is likely to remain below 10%, and it will be double-digit growth in 2022. From this perspective, the possibility of marginal easing of monetary policy this year will be relatively small, and it is almost impossible to cut interest rates and RRR tools in the short to medium term.</p><p>In addition to the influence of domestic monetary policy, the pricing of the denominator in the A-share market is also subject to the disturbance of overseas liquidity.</p><p><b>In Fu Peng's view, the US dollar interest rate, whether nominal interest rate or real interest rate, is actually an important criterion that really determines global valuation.</b>In China, if you want to do venture capital in the primary market, whether this enterprise gives 30 times or 60 times is not determined by the RMB interest rate, but by the US dollar interest rate. Because no matter whether it is a Hong Kong company or a mainland Chinese company, what industry it invests in and the company goes to the United States to find a benchmark to see what the valuation level is. The world's relatively innovative and leading companies are listed in the United States and are denominated in dollars.</p><p>In the past month, the 10-year U.S. Treasury yield has climbed sharply from around 3.4% to 4%. U.S. stocks also adjusted for a month. Corresponding to the domestic market, the Growth Enterprise Market Index and the Hang Seng Technology Index were significantly adjusted during the same period. Because these index growth leaders have a larger weight, they will be more impacted by overseas liquidity. However, the weight of the Shanghai Composite Index is in the traditional industries headed by big blue chips. Thanks to the logic of economic recovery, the adjustment range is relatively small.</p><p><img src=\"https://static.tigerbbs.com/0c601457fd9acd1a7e92210d30781c40\" tg-width=\"691\" tg-height=\"469\" referrerpolicy=\"no-referrer\"/></p><p>Recently, the external U.S. stock market has returned to trading the logic of high inflation stickiness and higher and longer rate hike. This has caused the US Dollar Index and 10-year U.S. Treasury yields to soar, which in turn has suppressed the valuation level of global risk assets, especially growth stocks.</p><p>The 5% data has no market expectation surprise, and superimposed on the background of tightening overseas liquidity trading, A shares will still have some pressure in the short term. However, the main logic of economic recovery has not changed, so there is no need to panic. At the same time, we need to closely follow the Russia-Ukraine conflict and the progress of Sino-US relations, and make timely position adjustments and changes.</p><p><b>03</b></p><p>The Federal Reserve, the European Central Bank, and the Bank of Japan are the three major engines of global liquidity. The Federal Reserve is the most important, but it is heading for higher interest rates for longer. The European Central Bank is not bad either. The market's expectation for the peak profit of the European Central Bank has exceeded 4%, which has soared by 60 basis points in just one month.</p><p>Inflation in Japan is also getting out of control. In February, the CPI hit a 40-year high, and the core CPI has exceeded the central bank's 2% inflation target for the 10th consecutive month. Wage growth is a key factor in the Bank of Japan's monetary policy after Kuroda made a 3% wage increase a prerequisite for ending ultra-loose monetary policy. This year's \"Spring Offensive\" has become a wage negotiation that has attracted widespread attention in the global market.<b>If it reaches more than 3%, Kazuo Ueda may continue to follow the rhythm of rate hike in December last year after taking office in April, which will be a big black swan for the global financial market.</b></p><p>If the world's three major liquidity engines stall and last for a long time, what is expected to happen in the world? I don't know anything else, but one thing is relatively certain: it will not be friendly to risky assets.</p><p></body></html></p>","source":"gelonghui_highlight","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>What is the real danger behind Powell's unexpected release of the \"Eagle\"?</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\">\nWhat is the real danger behind Powell's unexpected release of the \"Eagle\"?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2023-03-09 11:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Powell single-handedly overturned the global financial market.</p><p><b>01</b></p><p>At 23:00 on March 7, Beijing time, Powell attended the hearing of the Senate and the House of Representatives and gave the Federal Reserve's semi-annual monetary policy testimony. This is his first speech since February 7 and his last speech before the interest rate meeting in March.</p><p>Powell got straight to the chase:<i>\"Inflation has been slowing in recent months, but the retreat to 2% is still a long way off and could be bumpy. As I mentioned, recent economic data has been stronger than expected,</i><i><b>This suggests that the final interest rate level may be higher than previously expected. If the overall data suggests that it is necessary to accelerate (monetary) tightening, we will be prepared to accelerate the pace of rate hike.</b></i><i>Restoring price stability may require us to maintain a restrictive monetary policy stance for some time. \"</i></p><p>Powell also pointed out that since his last testimony in the House of Representatives in the middle of last year, U.S. inflation growth has eased to some extent, but inflation is still well above the Fed's long-term target of 2%. Inflation in the core commodity sector has fallen as supply chain bottlenecks ease and monetary tightening limits demand. However, inflation for core services other than housing has not declined.</p><p><b>Powell's eagle beyond imagination, not only may the terminal interest rate be higher than previously expected, but the rhythm of the rate hike may return to 50 basis points, which has greatly shocked the financial market.</b>Especially once the latter happens, it will change the trajectory of the previous \"rate hike slowing down to the end\" in the financial market in the medium term.</p><p>According to the Federal Funds rate Futures Trading Market in the United States, the probability of 50 basis points in rate hike soared to 70% in March from 30% the previous day, and the probability of 25 basis points in rate hike dropped to 30% from 70% the previous day. And the probability of the expected terminal interest rate reaching 5.5%-5.75% in June this year is as high as about 50%.</p><p><img src=\"https://static.tigerbbs.com/b999772d2952d88a64cad987538f394b\" tg-width=\"682\" tg-height=\"492\" referrerpolicy=\"no-referrer\"/></p><p>Powell's hawkish statement suggests that U.S. non-farm payrolls and inflation in February may remain as hot as in January. In fact, we can also get clues from the data that has been disclosed.</p><p>In February, the Markit comprehensive PMI and service PMI both rose above 50, both exceeding previous market expectations, and both hit new highs since June 2022, reversing the previous seven consecutive months of shrinking trend. Among them, the final value of the employment sub-index has risen to a new high since September 2022. This shows that the U.S. economy will still show considerable resilience in February, and the job market may remain tight.</p><p><b>The high inflation fever in the European market also implies that the inflation situation in the United States in February is not optimistic.</b>The euro zone's reconciled CPI in February rose by 8.5% year-on-year, higher than the expected 8.3%, and the previous value was 8.6%. On a month-on-month basis, the initial reconciled CPI value of the euro zone in February rose by 0.8% month-on-month, higher than the expected 0.5%, and fell by 0.2% month-on-month in January. The core CPI of the euro zone reached 5.6% in February, far exceeding market expectations and 5.3% in January, setting a new historical record again. Among them, the core CPI of Germany, France, and Italy, the top three economies in the euro zone, all exceeded expectations in February and set a new record for this round of inflation.</p><p><img src=\"https://static.tigerbbs.com/ca27c8507c5e31866af826e68abc1a1d\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\"/></p><p>Whether the Fed will issue a 50 basis point rate hike in March ultimately depends on this Friday's non-farm payrolls data and next Tuesday's inflation data. If the data is still hotter than expected, it will continue to put pressure on the valuation level of risky assets.</p><p><b>In 2023, the Federal Reserve's rate hike terminal interest rate will be higher, and the longer the high interest rate is maintained, it will be a major tail risk for the global financial market.</b>On the one hand, under the background of higher and longer interest rates, the accumulation and lag of monetary tightening will gradually appear, the impact on the economy will be more obvious, and the possibility of economic recession will be relatively high. On the other hand, the increasingly tense global currency liquidity will aggravate the fluctuation of the whole financial market, and non-bank financial institutions such as pension funds, insurance companies and hedge funds will face shocks and threats. The thunderstorm of British pensions, the bankruptcy of Credit Suisse and the default of Blackstone Group's bonds may be just the prelude.</p><p><b>02</b></p><p>Recently, A shares have ushered in a wave of obvious adjustments. Why?</p><p>This year's GDP target is expected to be around 5%. This data actually falls at the lower limit of the market expectation range of 5%-5.5%, and the median expectation is roughly 5.3%. In the short term, the market will revise the previous optimistic expectations to a certain extent.</p><p>From the perspective of institutions, there are two main factors for the reasonable and conservative data. First, maintain determination and do not return to the old path of real estate-fully implement the new development concept, accelerate the construction of a new development pattern, and strive to promote high-quality development. This also means that the stimulus for real estate will be limited, and there will be no strong stimulus caused by flooding.</p><p>Second, internal and external pressures and uncertain factors are relatively large-the uncertainty of the external environment is increasing, global inflation is still at a high level, the growth momentum of the world economy and trade is weakening, and external suppression and containment are constantly rising. The foundation for domestic economic growth to stabilize and upward needs to be consolidated, and insufficient demand is still a prominent contradiction...</p><p>In addition to the 5% data, there is another important data, that is, the new employment target of urban population is about 12 million. The employment target is a record high. To achieve this goal, the economic growth rate must go up. This also implies that the actual economic target achieved this year may exceed 5%.<b>In the short term, 5% puts pressure on the market and needs to be revised and adjusted, but the employment data implies that the actual results in the future may exceed expectations, and it is also the source of excess returns in the future.</b></p><p>For setting the tone of monetary policy, the central bank's execution report and the government work report are both \"a prudent monetary policy must be precise and powerful\". And keep the growth rate of broad money supply and social financing scale basically matching the nominal economic growth rate to support the development of the real economy.</p><p>A rough calculation shows that with a 5% GDP growth and an inflation target of 3%, the growth rate of M2 this year is likely to remain below 10%, and it will be double-digit growth in 2022. From this perspective, the possibility of marginal easing of monetary policy this year will be relatively small, and it is almost impossible to cut interest rates and RRR tools in the short to medium term.</p><p>In addition to the influence of domestic monetary policy, the pricing of the denominator in the A-share market is also subject to the disturbance of overseas liquidity.</p><p><b>In Fu Peng's view, the US dollar interest rate, whether nominal interest rate or real interest rate, is actually an important criterion that really determines global valuation.</b>In China, if you want to do venture capital in the primary market, whether this enterprise gives 30 times or 60 times is not determined by the RMB interest rate, but by the US dollar interest rate. Because no matter whether it is a Hong Kong company or a mainland Chinese company, what industry it invests in and the company goes to the United States to find a benchmark to see what the valuation level is. The world's relatively innovative and leading companies are listed in the United States and are denominated in dollars.</p><p>In the past month, the 10-year U.S. Treasury yield has climbed sharply from around 3.4% to 4%. U.S. stocks also adjusted for a month. Corresponding to the domestic market, the Growth Enterprise Market Index and the Hang Seng Technology Index were significantly adjusted during the same period. Because these index growth leaders have a larger weight, they will be more impacted by overseas liquidity. However, the weight of the Shanghai Composite Index is in the traditional industries headed by big blue chips. Thanks to the logic of economic recovery, the adjustment range is relatively small.</p><p><img src=\"https://static.tigerbbs.com/0c601457fd9acd1a7e92210d30781c40\" tg-width=\"691\" tg-height=\"469\" referrerpolicy=\"no-referrer\"/></p><p>Recently, the external U.S. stock market has returned to trading the logic of high inflation stickiness and higher and longer rate hike. This has caused the US Dollar Index and 10-year U.S. Treasury yields to soar, which in turn has suppressed the valuation level of global risk assets, especially growth stocks.</p><p>The 5% data has no market expectation surprise, and superimposed on the background of tightening overseas liquidity trading, A shares will still have some pressure in the short term. However, the main logic of economic recovery has not changed, so there is no need to panic. At the same time, we need to closely follow the Russia-Ukraine conflict and the progress of Sino-US relations, and make timely position adjustments and changes.</p><p><b>03</b></p><p>The Federal Reserve, the European Central Bank, and the Bank of Japan are the three major engines of global liquidity. The Federal Reserve is the most important, but it is heading for higher interest rates for longer. The European Central Bank is not bad either. The market's expectation for the peak profit of the European Central Bank has exceeded 4%, which has soared by 60 basis points in just one month.</p><p>Inflation in Japan is also getting out of control. In February, the CPI hit a 40-year high, and the core CPI has exceeded the central bank's 2% inflation target for the 10th consecutive month. Wage growth is a key factor in the Bank of Japan's monetary policy after Kuroda made a 3% wage increase a prerequisite for ending ultra-loose monetary policy. This year's \"Spring Offensive\" has become a wage negotiation that has attracted widespread attention in the global market.<b>If it reaches more than 3%, Kazuo Ueda may continue to follow the rhythm of rate hike in December last year after taking office in April, which will be a big black swan for the global financial market.</b></p><p>If the world's three major liquidity engines stall and last for a long time, what is expected to happen in the world? I don't know anything else, but one thing is relatively certain: it will not be friendly to risky assets.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.gelonghui.com/p/584833\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/909f0c076f3fff78497a5c9be00e5429","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.gelonghui.com/p/584833","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1173146453","content_text":"鲍威尔以一己之力，干翻全球金融市场。01北京时间3月7日23：00，鲍威尔出席参众两院听证会，作美联储半年度货币政策证词。这是他2月7日以来的首次讲话，也是3月份议息会议之前最后的一次讲话。鲍威尔开门见山说：“近几个月，通胀一直在放缓，但通胀率回落至2％的过程还有很长的路要走，而且可能坎坷。正如我所提到的，最近的经济数据强于预期，这表明，最终的利率水平可能会高于之前的预期。如果整体数据暗示有必要加快（货币）紧缩，我们将准备加快加息步伐。恢复价格稳定可能需要我们一段时间内保持限制性的货币政策立场。”鲍威尔还指出，自去年年中他上次在众议院作证以来，美国通胀增长已经一定程度上缓和，但通胀率还远高于联储的长期目标2％。因为供应链瓶颈缓和，货币紧缩限制了需求，核心商品部门的通胀已经下降。然而，住房以外的核心服务通胀并未下降。鲍威尔超越想象的鹰，不仅终端利率可能要高于此前预期，且加息节奏可能重返50个基点，令金融市场大为错愕。尤其是后者一旦发生，中期上将改变金融市场此前交易“加息放缓至结束”的运行轨迹。据美国联邦基金利率期货交易市场显示，3月份加息50个基点的概率从前一天的30%飙升至70%，加息25个基点的概率从前一天的70%下降至30%。且终端利率预期值在今年6月份达到5.5%-5.75%的概率高达50%左右。鲍威尔这番鹰派十足的表态，暗示2月份美国非农就业以及通胀可能依旧维持1月份的火热态势。其实，我们从已经披露的数据也能端倪一二。2月Markit综合PMI与服务业PMI均升至50上方，均超出此前市场预期，且都创下2022年6月份以来新高，并逆转之前连续7个月萎缩的趋势。其中，就业分项指数终值均升至2022年9月份以来终值新高。这表明2月份美国经济仍然会表现出相当的韧性，且就业市场可能依旧紧俏。欧洲市场通胀高烧不退，也暗示了美国2月通胀情况并不乐观。欧元区2月调和CPI同比上升8.5%，高于预期的8.3%，前值为8.6%。环比看，欧元区2月调和CPI初值环比上升0.8%，高于预期的0.5%，1月则环比下降了0.2%。欧元区2月核心CPI高达5.6%，远超市场预期和1月份的5.3%，再度刷新历史纪录。其中，欧元区经济前3的德国、法国、意大利的2月份核心CPI均超出预期，且刷新本轮通胀纪录。美联储在3月份是否加息50个基点，最终还是取决于本周五的非农数据以及下周二的通胀数据。如果数据仍然超预期火爆，将继续施压风险资产的估值水平。2023年，美联储加息终端利率更高，维持高利率时间越持久，将会是全球金融市场的重大尾部风险。一方面，在利率更高更久的大背景下，货币紧缩的累积性以及滞后性会逐步显现，对于经济的冲击会比较明显，发生经济衰退的可能性会比较大。另一方面，全球货币流动性愈发紧张，会加剧金融全市场大幅波动，养老金、保险公司、对冲基金等非银行金融机构面临冲击与威胁。英国养老金暴雷、瑞士信贷破产风波以及黑石集团债券违约或许只是拉开了前奏。02近来，A股迎来了一波明显调整。为什么？今年GDP预期目标为5%左右。该数据其实落在市场预期5%-5.5%区间下限，预期中位数大致为5.3%。短期看，市场会对此前乐观预期进行一定程度上的修正。在机构看来，数据合理偏保守主要有两方面因素。第一，保持定力，不重走地产老路——全面贯彻新发展理念，加快构建新发展格局，着力推动高质量发展。这也意味着对于房地产的刺激会有限度，不会大水漫灌搞强刺激。第二，内外部压力，不确定因素较大——外部环境不确定性加大，全球通胀仍处于高位，世界经济和贸易增长动能减弱，外部打压遏制不断上升。国内经济增长企稳向上基础尚需巩固，需求不足仍是突出矛盾……除5%数据外，还有一个数据比较重要，就是城镇人口新增就业目标1200万人左右。该就业目标是创下了历年新高。要达到这个目标，经济增速就要上去。这里也暗含了今年实际完成的经济目标可能要超越5%。短期看，5%对市场有压力，需修正调整，但就业数据又暗含了未来实际结果可能会超预期，亦是未来有超额收益的来源。对于货币政策的定调，央行执行报告以及政府工作报告均为“稳健的货币政策要精准有力”。且保持广义货币供应量和社会融资规模增速同名义经济增速基本匹配,支持实体经济发展。粗略计算一下，5%的GDP增长以及3%的通胀目标，今年M2的增速很有可能维持在10%以下，而2022年是双位数增长。从这个角度看，今年货币政策再度边际宽松的可能性会比较小，降息降准工具在中短期之内出现几无可能。A股市场分母的定价，除了国内货币政策影响外，还受制于海外流动性的扰动。在付鹏看来，美元利率无论是名义利率还是实际利率，其实是真正决定全球估值的一个重要标。在中国你要做一级市场风投，这个企业到底给30倍还是给60倍不是由人民币利率定的，而是由美元利率决定。因为不管是中国香港公司，还是中国大陆公司，投资什么行业以及公司去美国找一个对标物，去看看估值是什么水平。全球相对创新与领先的公司在美国上市，是以美元计价的。最近1个月，10年期美债收益率从3.4%左右大幅攀升至4%。美股也调整了一个月。对应着国内市场，创业板指和恒生科技指数同期大幅调整。因为这些指数成长性龙头权重较大，受到海外流动性的冲击会更大一些。而上证指数权重在大蓝筹为首的传统行业，受益于经济复苏逻辑，调整幅度相对偏小。近期，外围美股市场重回交易通胀粘性高，加息更高更长的逻辑。这导致美元指数以及10年期美债收益率飙升，进而压制全球风险资产的估值水平，尤其是成长股。5%的数据无市场预期惊喜，叠加海外流动性趋紧交易的大背景，A股短期内仍会有一些压力。不过，经济复苏的主线逻辑没有变化，不必恐慌。同时，我们需要紧密跟踪俄乌冲突以及中美关系的进展，及时做出仓位调整与变化。03美联储、欧洲央行、日本央行是全球流动性的三大发动机。美联储最为重要，但朝着利率更高更久的方向去了。欧洲央行也不赖，市场市场对欧洲央行的利峰值预期已经超过4%，短短一个月内飙升了60个基点。日本方面通胀也愈发失控，2月CPI已经刷新40年之最，核心CPI已经连续第10个月超过央行2%的通胀目标。工资增长是日本央行货币政策的关键因素，此前黑田东彦将3%的工资增长作为结束超宽松货币政策的先决条件。今年“春季攻势”成为全球市场广泛关注的一场工资谈判。如果达到3%以上，植田和男在4月上任之后可能继续沿着去年12月加息的节奏走，对全球金融市场而言会是一大黑天鹅。如果全球三大流动性发动机熄火，且维持时间很长，全球料将发生什么？其它不知道，比较确定的有一点，对风险资产不会友好。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940415481,"gmtCreate":1678109536244,"gmtModify":1678109539908,"author":{"id":"4090765737044950","authorId":"4090765737044950","name":"猫咪国王","avatar":"https://static.tigerbbs.com/6443a267db2c953f9d60a08f6e734075","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090765737044950","authorIdStr":"4090765737044950"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940415481","repostId":"2317178283","repostType":4,"repost":{"id":"2317178283","kind":"news","pubTimestamp":1678109583,"share":"https://ttm.financial/m/news/2317178283?lang=en_US&edition=fundamental","pubTime":"2023-03-06 21:33","market":"hk","language":"zh","title":"Financial report preview | Southeast Asia's Internet boom fades, Sea's Q4 revenue may show negative growth for the first time","url":"https://stock-news.laohu8.com/highlight/detail?id=2317178283","media":"智通财经","summary":"3月7日美股盘前，“东南亚小腾讯”Sea将公布2022年第四季度及全年业绩。市场预计，该公司Q4营收增长将陷入停滞，大大扭转这家游戏和电子商务巨头曾以三位数的增速成为东南亚互联网繁荣象征的局面。根据分","content":"<p><html><head></head><body>Before the U.S. stock market opens on March 7, \"Southeast Asia Little Tencent\" Sea will announce its fourth quarter and full-year results for 2022. The market expects the company's Q4 revenue growth to stagnate, greatly reversing the situation that the gaming and e-commerce giant once became a symbol of Southeast Asia's Internet boom at a triple-digit growth rate.</p><p>According to the average analyst estimate, Sea's fourth-quarter sales are expected to fall 5.8% year-over-year, which would be the first decline on record, reflecting the company's withdrawal from Indian, Latin American and European markets, as well as wage freezes and other austerity measures to drive profitability rather than market share growth.</p><p>Despite Sea's unexpected fourth-quarter revenue growth, it was also a painful shift for Southeast Asia's largest Internet company. In the past, the company was at one point the best-performing stock globally. Two years ago, investors flocked to the company, which was backed by Chinese internet giant Tencent (00700) and reaped the benefits of a pandemic-era boom in web usage. But then, due to a surge in post-pandemic inflation and fears of a recession, the stock's value has wiped $166 billion since peaking at $202.6 billion in October 2021.</p><p><img src=\"https://static.tigerbbs.com/dc6e3cb3833eb10b4ec4af60f8bfd74f\" tg-width=\"527\" tg-height=\"295\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>\"As inflationary pressures persist, interest rates are likely to remain elevated for a longer period of time, making it a challenging year for the internet sector in Southeast Asia,\" said Ju Ye Lee, an economist at Maybank Investment Banking Group.</p><p>Although, Sea investors may not be overly worried about the rapid dissipation of growth at the moment, but may instead focus on the company's bottom line performance. In recent quarters, Sea has continued to narrow losses by taking measures that include laying off thousands of jobs and freezing wages almost entirely.</p><p>However, the decline in revenue will symbolize that investors' love for Southeast Asian Internet companies is rapidly cooling down. The downward trend was reflected last year by the collapse of Singapore's fashion retail platform Zilingo Pte and a sell-off in shares of companies including Singapore's ride-hailing and food delivery giant Grab (GRAB.US) and Indonesian tech giant GoTo Group. That puts investors more in focus on how Sea's Garena and Shopee are doing in controlling costs. And in the long run, investors will want to hear about solid plans to reclaim the strong growth that has made Sea a stock market darling over the past few years.</p><p>Bloomberg Intelligence analyst Nathan Naidu said: \"Shopee's market leadership and scale should attract more merchants to use higher-margin, transaction-based services, helping to improve monetization rates and e-commerce revenue. These factors, coupled with Lower staff costs from layoffs and promotional spending could reduce Sea's net loss in the fourth quarter to about $400 million, down from $484.8 million in the fourth quarter of the previous year.\"</p><p></body></html></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>Financial report preview | Southeast Asia's Internet boom fades, Sea's Q4 revenue may show negative growth for the first time</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\">\nFinancial report preview | Southeast Asia's Internet boom fades, Sea's Q4 revenue may show negative growth for the first time\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2023-03-06 21:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Before the U.S. stock market opens on March 7, \"Southeast Asia Little Tencent\" Sea will announce its fourth quarter and full-year results for 2022. The market expects the company's Q4 revenue growth to stagnate, greatly reversing the situation that the gaming and e-commerce giant once became a symbol of Southeast Asia's Internet boom at a triple-digit growth rate.</p><p>According to the average analyst estimate, Sea's fourth-quarter sales are expected to fall 5.8% year-over-year, which would be the first decline on record, reflecting the company's withdrawal from Indian, Latin American and European markets, as well as wage freezes and other austerity measures to drive profitability rather than market share growth.</p><p>Despite Sea's unexpected fourth-quarter revenue growth, it was also a painful shift for Southeast Asia's largest Internet company. In the past, the company was at one point the best-performing stock globally. Two years ago, investors flocked to the company, which was backed by Chinese internet giant Tencent (00700) and reaped the benefits of a pandemic-era boom in web usage. But then, due to a surge in post-pandemic inflation and fears of a recession, the stock's value has wiped $166 billion since peaking at $202.6 billion in October 2021.</p><p><img src=\"https://static.tigerbbs.com/dc6e3cb3833eb10b4ec4af60f8bfd74f\" tg-width=\"527\" tg-height=\"295\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>\"As inflationary pressures persist, interest rates are likely to remain elevated for a longer period of time, making it a challenging year for the internet sector in Southeast Asia,\" said Ju Ye Lee, an economist at Maybank Investment Banking Group.</p><p>Although, Sea investors may not be overly worried about the rapid dissipation of growth at the moment, but may instead focus on the company's bottom line performance. In recent quarters, Sea has continued to narrow losses by taking measures that include laying off thousands of jobs and freezing wages almost entirely.</p><p>However, the decline in revenue will symbolize that investors' love for Southeast Asian Internet companies is rapidly cooling down. The downward trend was reflected last year by the collapse of Singapore's fashion retail platform Zilingo Pte and a sell-off in shares of companies including Singapore's ride-hailing and food delivery giant Grab (GRAB.US) and Indonesian tech giant GoTo Group. That puts investors more in focus on how Sea's Garena and Shopee are doing in controlling costs. And in the long run, investors will want to hear about solid plans to reclaim the strong growth that has made Sea a stock market darling over the past few years.</p><p>Bloomberg Intelligence analyst Nathan Naidu said: \"Shopee's market leadership and scale should attract more merchants to use higher-margin, transaction-based services, helping to improve monetization rates and e-commerce revenue. These factors, coupled with Lower staff costs from layoffs and promotional spending could reduce Sea's net loss in the fourth quarter to about $400 million, down from $484.8 million in the fourth quarter of the previous year.\"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/887542.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41bbb447b77f48f3eaf5c5a8c43fa372","relate_stocks":{"SE":"Sea Ltd"},"source_url":"http://www.zhitongcaijing.com/content/detail/887542.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317178283","content_text":"3月7日美股盘前，“东南亚小腾讯”Sea将公布2022年第四季度及全年业绩。市场预计，该公司Q4营收增长将陷入停滞，大大扭转这家游戏和电子商务巨头曾以三位数的增速成为东南亚互联网繁荣象征的局面。根据分析师的平均预期，Sea第四季度销售额预计同比下降5.8%，这将是有记录以来的首次下滑，反映出该公司从印度、拉美和欧洲市场撤出，以及冻结工资和其他紧缩开支措施，以推动盈利能力而非市场份额增长。尽管Sea第四季度营收能意外实现增长，但对这家东南亚最大的互联网公司来说，这也是一个痛苦的转变。过去，该公司一度是全球表现最好的股票。两年前，投资者纷纷涌入该公司，该公司得到了中国互联网巨头腾讯(00700)的支持，并在疫情时期的网络使用热潮中获益。但在随后，由于疫情后通胀飙升，以及对经济衰退的担忧，自2021年10月达到2026亿美元的峰值以来，该股市值蒸发了1660亿美元。Maybank Investment Banking Group经济学家Ju Ye Lee表示：“随着通胀压力的持续，利率可能会在更长的时间内保持较高水平，这将为东南亚互联网行业带来挑战性的一年。”虽然，Sea投资者目前可能不会过度担心增长的迅速消散，而是可能会关注该公司的利润表现。最近几个季度，Sea通过采取包括裁员数千人和几乎全面冻结工资在内的措施，持续地缩小亏损。但是，营收的下降将象征着投资者对东南亚互联网公司的喜爱正在迅速降温。去年，新加坡时尚零售平台Zilingo Pte的倒闭，以及新加坡叫车和外卖巨头Grab(GRAB.US)和印度尼西亚科技巨头GoTo Group等公司的股票遭遇抛售，都体现了这一下滑趋势。这让投资者更多地将焦点放在Sea旗下Garena和Shopee在控制成本方面的表现。而从长远来看，投资者将希望听到可靠的计划，以夺回过去几年让Sea成为股市宠儿的强劲增长。Bloomberg Intelligence分析师Nathan Naidu表示：“Shopee的市场领导地位和规模应该会吸引更多的商家使用利润率更高、基于交易的服务，从而帮助提高货币化率和电商营收。这些因素，再加上裁员和促销支出带来的员工成本降低，可能会使Sea第四季度的净亏损降至约4亿美元，低于上年第四季度的4.848亿美元。”","news_type":1,"symbols_score_info":{"SE":1}},"isVote":1,"tweetType":1,"viewCount":3309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940801021,"gmtCreate":1677778766464,"gmtModify":1677778770119,"author":{"id":"4090765737044950","authorId":"4090765737044950","name":"猫咪国王","avatar":"https://static.tigerbbs.com/6443a267db2c953f9d60a08f6e734075","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090765737044950","authorIdStr":"4090765737044950"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940801021","repostId":"2316495692","repostType":4,"isVote":1,"tweetType":1,"viewCount":1809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968386808,"gmtCreate":1669129527305,"gmtModify":1676538156283,"author":{"id":"4090765737044950","authorId":"4090765737044950","name":"猫咪国王","avatar":"https://static.tigerbbs.com/6443a267db2c953f9d60a08f6e734075","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090765737044950","authorIdStr":"4090765737044950"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968386808","repostId":"667440241","repostType":1,"repost":{"id":667440241,"gmtCreate":1669103644185,"gmtModify":1676538152610,"author":{"id":"4100392628064900","authorId":"4100392628064900","name":"财见","avatar":"https://static.tigerbbs.com/dfecb1713c6fef32fde051255c4518f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100392628064900","authorIdStr":"4100392628064900"},"themes":[],"title":"企鵝蘭登書屋收購西蒙與舒斯特的交易將告吹","htmlText":"圖書出版巨頭西蒙與舒斯特公司(Simon 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Inc.(CHPT)$good！","images":[{"img":"https://community-static.tradeup.com/news/e7f154763d756a5f214a494d34218693","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9910592832","isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9937723130,"gmtCreate":1663510308920,"gmtModify":1676537281196,"author":{"id":"4090765737044950","authorId":"4090765737044950","name":"猫咪国王","avatar":"https://static.tigerbbs.com/6443a267db2c953f9d60a08f6e734075","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090765737044950","authorIdStr":"4090765737044950"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937723130","repostId":"2268614745","repostType":2,"repost":{"id":"2268614745","kind":"news","pubTimestamp":1663343335,"share":"https://ttm.financial/m/news/2268614745?lang=en_US&edition=fundamental","pubTime":"2022-09-16 23:48","market":"sh","language":"zh","title":"UBS: Ctrip (TCOM.O) was first given a neutral rating.","url":"https://stock-news.laohu8.com/highlight/detail?id=2268614745","media":"媒体滚动","summary":"瑞银：首予携程网(TCOM.O)中性评级。","content":"<p><html><body><a href=\"https://laohu8.com/S/UBS\">UBS</a>: First<a href=\"https://laohu8.com/S/TCOM\">Ctrip.com</a>(TCOM.O) Neutral rating.</body></html></p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: Ctrip (TCOM.O) was first given a neutral rating.</title>\n<style 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}\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\">\nUBS: Ctrip (TCOM.O) was first given a neutral rating.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">媒体滚动</strong><span class=\"h-time small\">2022-09-16 23:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><a href=\"https://laohu8.com/S/UBS\">UBS</a>: First<a href=\"https://laohu8.com/S/TCOM\">Ctrip.com</a>(TCOM.O) Neutral rating.</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2022-09-16/doc-imqqsmrn9394645.shtml\">媒体滚动</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCOM":"携程网"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2022-09-16/doc-imqqsmrn9394645.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268614745","content_text":"瑞银：首予携程网(TCOM.O)中性评级。","news_type":1,"symbols_score_info":{"TCOM":1}},"isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937983257,"gmtCreate":1663341401080,"gmtModify":1676537256018,"author":{"id":"4090765737044950","authorId":"4090765737044950","name":"猫咪国王","avatar":"https://static.tigerbbs.com/6443a267db2c953f9d60a08f6e734075","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090765737044950","authorIdStr":"4090765737044950"},"themes":[],"htmlText":"<a 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href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a>Good!","text":"$英伟达(NVDA)$Good!","images":[{"img":"https://community-static.tradeup.com/news/8645c894f29924427c2bd5bb3d6c5779","width":"1284","height":"2205"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070534802","isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9043828151,"gmtCreate":1655907228373,"gmtModify":1676535729570,"author":{"id":"4090765737044950","authorId":"4090765737044950","name":"猫咪国王","avatar":"https://static.tigerbbs.com/6443a267db2c953f9d60a08f6e734075","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090765737044950","idStr":"4090765737044950"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C\">$花旗(C)$</a>oh！No！","listText":"<a href=\"https://ttm.financial/S/C\">$花旗(C)$</a>oh！No！","text":"$花旗(C)$oh！No！","images":[{"img":"https://community-static.tradeup.com/news/6d2b1d1f6a89acd58ee460af202e9137","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043828151","isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9058334142,"gmtCreate":1654784897986,"gmtModify":1676535510618,"author":{"id":"4090765737044950","authorId":"4090765737044950","name":"猫咪国王","avatar":"https://static.tigerbbs.com/6443a267db2c953f9d60a08f6e734075","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090765737044950","idStr":"4090765737044950"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MVIS\">$维视图像(MVIS)$</a>ok？","listText":"<a href=\"https://ttm.financial/S/MVIS\">$维视图像(MVIS)$</a>ok？","text":"$维视图像(MVIS)$ok？","images":[{"img":"https://community-static.tradeup.com/news/ac69a11b29562e7a15b79bc8376e0c5e","width":"1284","height":"2624"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058334142","isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9051205680,"gmtCreate":1654695105140,"gmtModify":1676535493264,"author":{"id":"4090765737044950","authorId":"4090765737044950","name":"猫咪国王","avatar":"https://static.tigerbbs.com/6443a267db2c953f9d60a08f6e734075","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090765737044950","idStr":"4090765737044950"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BZUN\">$宝尊电商(BZUN)$</a>💦💦💦💦","listText":"<a href=\"https://ttm.financial/S/BZUN\">$宝尊电商(BZUN)$</a>💦💦💦💦","text":"$宝尊电商(BZUN)$💦💦💦💦","images":[{"img":"https://community-static.tradeup.com/news/2e462b4ce26019f6ef032bda5fccd109","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051205680","isVote":1,"tweetType":1,"viewCount":943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9025116174,"gmtCreate":1653636978799,"gmtModify":1676535319073,"author":{"id":"4090765737044950","authorId":"4090765737044950","name":"猫咪国王","avatar":"https://static.tigerbbs.com/6443a267db2c953f9d60a08f6e734075","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090765737044950","idStr":"4090765737044950"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FUTU\">$富途控股(FUTU)$</a>finally","listText":"<a 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21:51","market":"other","language":"zh","title":"New energy vehicle stocks continued to fall, with XPeng vehicles falling more than 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1174181535","media":"老虎资讯综合","summary":"4月19日，新能源车股持续下跌，小鹏汽车跌超10%，蔚来跌超6%，Rivian、福特汽车、理想汽车跌超4%。","content":"<p><html><head></head><body>On April 19, new energy vehicle stocks continued to fall.<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 10%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Fell more than 6%, Rivian,<a href=\"https://laohu8.com/S/F\">Ford Motor</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Fell more than 4%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20333f03952676434d41edaaaa5b10e9\" tg-width=\"560\" tg-height=\"240\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>New energy vehicle stocks continued to fall, with XPeng vehicles falling more than 10%</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; 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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\">\nNew energy vehicle stocks continued to fall, with XPeng vehicles falling more than 10%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-04-19 21:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 19, new energy vehicle stocks continued to fall.<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 10%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Fell more than 6%, Rivian,<a href=\"https://laohu8.com/S/F\">Ford Motor</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Fell more than 4%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20333f03952676434d41edaaaa5b10e9\" tg-width=\"560\" tg-height=\"240\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47b6fbfe38edb1202883a645549da7f6","relate_stocks":{"BK4526":"热门中概股","BK1588":"回港中概股","XPEV":"小鹏汽车","BK1119":"汽车制造商","BK4505":"高瓴资本持仓","BK1587":"次新股","BK1539":"汽车股","BK4099":"汽车制造商","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4555":"新能源车","BK1575":"同股不同权","NIO":"蔚来","BK4551":"寇图资本持仓","RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174181535","content_text":"4月19日，新能源车股持续下跌，小鹏汽车跌超10%，蔚来跌超6%，Rivian、福特汽车、理想汽车跌超4%。","news_type":1,"symbols_score_info":{"NIO":0.9,"RIVN":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":2085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941495949,"gmtCreate":1680514299881,"gmtModify":1680514303466,"author":{"id":"4090765737044950","authorId":"4090765737044950","name":"猫咪国王","avatar":"https://static.tigerbbs.com/6443a267db2c953f9d60a08f6e734075","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090765737044950","idStr":"4090765737044950"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941495949","repostId":"1178785059","repostType":4,"repost":{"id":"1178785059","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1679984289,"share":"https://ttm.financial/m/news/1178785059?lang=en_US&edition=fundamental","pubTime":"2023-03-28 14:18","market":"us","language":"zh","title":"Large option orders | Bank stocks counterattack, and there are obvious differences between the long and short sides! Do long money bets, can Carnival Cruises live up to expectations?","url":"https://stock-news.laohu8.com/highlight/detail?id=1178785059","media":"老虎资讯综合","summary":"摘要：美东时间3月27日，期权市场总成交量达31,161,419.张合约，其中，看涨期权占比54%。特斯拉、苹果等明星股看涨期权的成交量特别高；做多资金押注，嘉年华邮轮能否不负众望？一、市场概览美东时","content":"<p><html><head></head><body><b>Abstract: On March 27, Eastern Time, the total trading volume of the options market reached 31,161,419. contracts, of which call options accounted for 54%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The trading volume of call options on star stocks is particularly high; Make long capital bets,<a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>Can it live up to expectations?</b><b>Market Overview</b></p><p>On March 27, Eastern Time, U.S. stocks closed mixed on Monday, with bank stocks generally rising. First Citizens Bank Acquisition<a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank</a>All deposits and loans, and the US authorities are considering helping<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>News such as strengthening the balance sheet boosted market sentiment. However, the market as a whole is still tepid. It also reflects signs of a lack of direction in the market as a whole after the banking crisis. As of the close, the Dow Jones index rose 0.6%, the Nasdaq index fell 0.47%, and the S&P 500 index rose 0.16%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6039ae90374132fafc810a91f224e3eb\" tg-width=\"965\" tg-height=\"152\" referrerpolicy=\"no-referrer\"/><span>Data source: Tiger International</span></p><p>On Monday, the total trading volume of the options market reached 31,161,419. contracts, of which call options accounted for 54%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0369686ff54cd71e80033330dc6cfd96\" tg-width=\"1786\" tg-height=\"388\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></p><p>S&P Index ETF-SPY options traded 7.85 million contracts, of which put options accounted for 53%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10baa7de6fbb69852ae21f65aacb209a\" tg-width=\"1615\" tg-height=\"411\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>2. Total option transaction volume TOP10</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4cdaa6d1299aa61d03a2f31ea6615449\" tg-width=\"828\" tg-height=\"1409\" referrerpolicy=\"no-referrer\"/><span>Data source: Tiger International</span></p><p><b>Tesla</b>It rose 0.74% on Monday to $191, 81. 1.286 million options contracts were traded, and call options accounted for 61% of all options transactions. Expiration March 31, 2023 Exercise Price of $200<b>Call Options</b>Volume was particularly high on, with a volume of 106,046 contracts.</p><p>In terms of news: Tesla's Berlin factory broke through key production nodes three months ahead of schedule, with weekly output exceeding 5,000 vehicles.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05c0c1cffb8631554864e2e19e61aee6\" tg-width=\"1647\" tg-height=\"272\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Apple</b>It fell 1.23% on Monday to $158, 28. 722,700 options contracts were traded, and call options accounted for 51% of all options transactions. Expiration March 31, 2023 Exercise Price of $160<b>Call Options</b>Volume was particularly high on, with 67,816 contracts traded.</p><p>In terms of news: Apple quietly expands its \"AI arsenal\" and quietly acquires video AI startup WaveOne.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f23602c67a8979722704d6166a7f85d2\" tg-width=\"1647\" tg-height=\"267\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Up nearly 5% on Monday</b>, at $28, 49. 503,500 options contracts were traded, and call options accounted for 51% of all options transactions. Expiration March 31, 2023 Exercise Price of $29<b>Call Options</b>Volume was particularly high on, with a volume of 22,607 contracts. This means that in the options market, investors are betting on a short-term rebound or close to peaking in the stock.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b34d17be11e67e68cc456b370effe6c\" tg-width=\"1646\" tg-height=\"266\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>3. Observation of changes</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b35d7473af7e1e73b0dd2982d48d5172\" tg-width=\"1715\" tg-height=\"618\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Silicon Valley Bank turmoil subsides as U.S. authorities consider help<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>Strengthening the balance sheet and other news boosted.<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a></b>It rose nearly 12% on Monday to $13.82. Due to the recent large amplitude of the stock, in the options market, there are obvious differences between the long and short sides! There are bets that the March 31 expiration exercise price will be only $1<b>Put options,</b>There are also bets on an exercise price of $60 expiring on March 31<b>Call Options</b>。</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c800f98afd08a65e41e33a58b2a8a8b1\" tg-width=\"1644\" tg-height=\"274\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Carnival Cruises</b>It fell more than 4% on Monday to $8.79. Expiration March 31, 2023 Strike Price of $10<b>Call Options</b>Volume was particularly high on, with a volume of 20,396 contracts.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/018470ff6f9341dfd4725a3715cefc9d\" tg-width=\"1644\" tg-height=\"272\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a></b>It rose 3% on Monday to $54.86. Volume was particularly high for the $55 call option expiring March 31, 2023, with 7,469 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60d0851d46b18fc6864c4ec52f9f6474\" tg-width=\"1644\" tg-height=\"272\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Large option orders | Bank stocks counterattack, and there are obvious differences between the long and short sides! Do long money bets, can Carnival Cruises live up to expectations?</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\">\nLarge option orders | Bank stocks counterattack, and there are obvious differences between the long and short sides! Do long money bets, can Carnival Cruises live up to expectations?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-03-28 14:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Abstract: On March 27, Eastern Time, the total trading volume of the options market reached 31,161,419. contracts, of which call options accounted for 54%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The trading volume of call options on star stocks is particularly high; Make long capital bets,<a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>Can it live up to expectations?</b><b>Market Overview</b></p><p>On March 27, Eastern Time, U.S. stocks closed mixed on Monday, with bank stocks generally rising. First Citizens Bank Acquisition<a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank</a>All deposits and loans, and the US authorities are considering helping<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>News such as strengthening the balance sheet boosted market sentiment. However, the market as a whole is still tepid. It also reflects signs of a lack of direction in the market as a whole after the banking crisis. As of the close, the Dow Jones index rose 0.6%, the Nasdaq index fell 0.47%, and the S&P 500 index rose 0.16%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6039ae90374132fafc810a91f224e3eb\" tg-width=\"965\" tg-height=\"152\" referrerpolicy=\"no-referrer\"/><span>Data source: Tiger International</span></p><p>On Monday, the total trading volume of the options market reached 31,161,419. contracts, of which call options accounted for 54%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0369686ff54cd71e80033330dc6cfd96\" tg-width=\"1786\" tg-height=\"388\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></p><p>S&P Index ETF-SPY options traded 7.85 million contracts, of which put options accounted for 53%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10baa7de6fbb69852ae21f65aacb209a\" tg-width=\"1615\" tg-height=\"411\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>2. Total option transaction volume TOP10</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4cdaa6d1299aa61d03a2f31ea6615449\" tg-width=\"828\" tg-height=\"1409\" referrerpolicy=\"no-referrer\"/><span>Data source: Tiger International</span></p><p><b>Tesla</b>It rose 0.74% on Monday to $191, 81. 1.286 million options contracts were traded, and call options accounted for 61% of all options transactions. Expiration March 31, 2023 Exercise Price of $200<b>Call Options</b>Volume was particularly high on, with a volume of 106,046 contracts.</p><p>In terms of news: Tesla's Berlin factory broke through key production nodes three months ahead of schedule, with weekly output exceeding 5,000 vehicles.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05c0c1cffb8631554864e2e19e61aee6\" tg-width=\"1647\" tg-height=\"272\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Apple</b>It fell 1.23% on Monday to $158, 28. 722,700 options contracts were traded, and call options accounted for 51% of all options transactions. Expiration March 31, 2023 Exercise Price of $160<b>Call Options</b>Volume was particularly high on, with 67,816 contracts traded.</p><p>In terms of news: Apple quietly expands its \"AI arsenal\" and quietly acquires video AI startup WaveOne.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f23602c67a8979722704d6166a7f85d2\" tg-width=\"1647\" tg-height=\"267\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Up nearly 5% on Monday</b>, at $28, 49. 503,500 options contracts were traded, and call options accounted for 51% of all options transactions. Expiration March 31, 2023 Exercise Price of $29<b>Call Options</b>Volume was particularly high on, with a volume of 22,607 contracts. This means that in the options market, investors are betting on a short-term rebound or close to peaking in the stock.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b34d17be11e67e68cc456b370effe6c\" tg-width=\"1646\" tg-height=\"266\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>3. Observation of changes</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b35d7473af7e1e73b0dd2982d48d5172\" tg-width=\"1715\" tg-height=\"618\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Silicon Valley Bank turmoil subsides as U.S. authorities consider help<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>Strengthening the balance sheet and other news boosted.<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a></b>It rose nearly 12% on Monday to $13.82. Due to the recent large amplitude of the stock, in the options market, there are obvious differences between the long and short sides! There are bets that the March 31 expiration exercise price will be only $1<b>Put options,</b>There are also bets on an exercise price of $60 expiring on March 31<b>Call Options</b>。</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c800f98afd08a65e41e33a58b2a8a8b1\" tg-width=\"1644\" tg-height=\"274\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Carnival Cruises</b>It fell more than 4% on Monday to $8.79. Expiration March 31, 2023 Strike Price of $10<b>Call Options</b>Volume was particularly high on, with a volume of 20,396 contracts.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/018470ff6f9341dfd4725a3715cefc9d\" tg-width=\"1644\" tg-height=\"272\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a></b>It rose 3% on Monday to $54.86. Volume was particularly high for the $55 call option expiring March 31, 2023, with 7,469 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60d0851d46b18fc6864c4ec52f9f6474\" tg-width=\"1644\" tg-height=\"272\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"BK4211":"区域性银行","BK4588":"碎股","BK4585":"ETF&股票定投概念","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","AXP":"美国运通","LU1861217088.USD":"贝莱德金融科技A2","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","BK4142":"酒店、度假村与豪华游轮","TSLA":"特斯拉","AAPL":"苹果","CCL":"嘉年华邮轮","SPY":"标普500ETF","BK4517":"邮轮概念","SCHW":"嘉信理财","BAC":"美国银行","QQQ":"纳指100ETF","BK4589":"SVB概念","SIVBQ":"硅谷银行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178785059","content_text":"摘要：美东时间3月27日，期权市场总成交量达31,161,419.张合约，其中，看涨期权占比54%。特斯拉、苹果等明星股看涨期权的成交量特别高；做多资金押注，嘉年华邮轮能否不负众望？一、市场概览美东时间3月27日，美股周一收盘涨跌不一，银行股普涨。第一公民银行收购硅谷银行全部存贷款、以及美国当局正考虑帮助第一共和银行强化资产负债表等消息，提振了市场情绪。但大盘整体仍呈现不温不火的状态。这也反映出银行业危机过后，市场整体缺乏方向的迹象。截止收盘，道琼斯指数涨0.6%，纳斯达克指数跌0.47%，标普500指数涨0.16%。数据来源：老虎国际周一，期权市场总成交量达31,161,419.张合约，其中，看涨期权占比54%。数据来源：Market Chameleon标普指数ETF-SPY期权成交785万张合约，其中，看跌期权占比53%。数据来源：Market Chameleon二、期权成交总量TOP10数据来源：老虎国际特斯拉周一涨0.74%，报191,81美元。期权合约成交128.6万张，看涨期权占全部期权交易的61%。2023年3月31日到期行权价为200美元看涨期权的成交量特别高，成交量为106,046张。消息方面：特斯拉柏林工厂提前三个月突破关键产量节点，周产量突破5000辆。数据来源：Market Chameleon苹果周一跌1.23%，报158,28美元。期权合约成交72.27万张，看涨期权占全部期权交易的51%。2023年3月31日到期行权价为160美元看涨期权的成交量特别高，成交量为67,816张。消息方面：苹果低调扩充“AI军火库” 静悄悄收购视频AI创业公司WaveOne。数据来源：Market Chameleon美国银行周一涨近5%，报28,49美元。期权合约成交50.35万张，看涨期权占全部期权交易的51%。2023年3月31日到期行权价为29美元看涨期权的成交量特别高，成交量为22,607张。这意味着在期权市场中，投资者押注该股短线反弹或接近见顶。数据来源：Market Chameleon三、异动观察数据来源：Market Chameleon硅谷银行风波逐渐平息，以及美国当局正考虑帮助第一共和银行强化资产负债表等消息提振。第一共和银行周一涨近12%，报13.82美元。由于该股近期振幅较大，在期权市场中，多空双方出现明显分歧！有押注3月31日到期行权价仅为1美元看跌期权，也有押注3月31日到期行权价为60美元看涨期权。数据来源：Market Chameleon嘉年华邮轮周一跌超4%，报8.79美元。2023年3月31日到期行权价为10美元看涨期权的成交量特别高，成交量为20,396张。数据来源：Market Chameleon嘉信理财周一上涨3%，报54.86美元。2023年3月31日到期行权价为55美元看涨期权的成交量特别高，成交量为7,469张。数据来源：Market Chameleon","news_type":1,"symbols_score_info":{"SIVBQ":0.9,"CCL":0.9,"BAC":0.9,"SCHW":0.9,"QQQ":0.9,"FRC":0.9,"SPY":0.9,"AXP":0.9,"TSLA":0.9,"SIVB":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}