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ZuZhou
2024-08-03
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ZuZhou
2024-08-03
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@大鱼海棠_4922:
$納指三倍做多ETF(TQQQ)$
這貨要跌倒什麼時候?
ZuZhou
2023-03-11
h
Sorry, the original content has been removed
ZuZhou
2023-03-04
H
Where did the trillions of liquidity that made global stock markets rise this year come from?
ZuZhou
2023-02-27
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Sorry, the original content has been removed
ZuZhou
2023-01-16
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@0DTE Trading Academy: 0-DTE What Do We Trade and Why?
ZuZhou
2023-01-12
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@首席消费官:飛豬發佈春節出遊風向標:預訂量增長超6成、平均客單價提升超7成飛豬發佈的《2023年春節出遊風向標》顯示,截至目前,2023年春節出遊預訂量同比去年增長超6成。中長線遊需求持續恢復,跨省遊訂單佔比已超8成,出境遊預訂量創下近3年峯值。春節期間相關旅遊商品平均客單價同比提升超7成。(財聯社)
ZuZhou
2023-01-12
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ZuZhou
2023-01-11
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ZuZhou
2023-01-11
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ZuZhou
2023-01-10
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ZuZhou
2023-01-10
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ZuZhou
2023-01-09
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ZuZhou
2023-01-06
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ZuZhou
2023-01-06
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ZuZhou
2023-01-05
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ZuZhou
2023-01-04
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ZuZhou
2023-01-03
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ZuZhou
2023-01-01
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ZuZhou
2023-01-01
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href=\"https://laohu8.com/S/TQQQ\">$納指三倍做多ETF(TQQQ)$ </a> 這貨要跌倒什麼時候?","listText":"<a href=\"https://laohu8.com/S/TQQQ\">$納指三倍做多ETF(TQQQ)$ </a> 這貨要跌倒什麼時候?","text":"$納指三倍做多ETF(TQQQ)$ 這貨要跌倒什麼時候?","images":[{"img":"https://static.tigerbbs.com/d664bbc99c589aafc3483d2779c19758","width":"1092","height":"1717"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333997615735056","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949830302,"gmtCreate":1678471000306,"gmtModify":1678471003321,"author":{"id":"4091249058205370","authorId":"4091249058205370","name":"ZuZhou","avatar":"https://static.tigerbbs.com/a7c7301cb7e6f6dd4c0dd101a837bab3","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091249058205370","idStr":"4091249058205370"},"themes":[],"htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949830302","repostId":"1128814797","repostType":4,"isVote":1,"tweetType":1,"viewCount":3285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940295069,"gmtCreate":1677920948551,"gmtModify":1677920952276,"author":{"id":"4091249058205370","authorId":"4091249058205370","name":"ZuZhou","avatar":"https://static.tigerbbs.com/a7c7301cb7e6f6dd4c0dd101a837bab3","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091249058205370","idStr":"4091249058205370"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940295069","repostId":"2316732529","repostType":4,"repost":{"id":"2316732529","kind":"highlight","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团,引入百年历史的《巴伦》(Barron's)独家内容,打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"Barrons巴伦","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1677919837,"share":"https://ttm.financial/m/news/2316732529?lang=en_US&edition=fundamental","pubTime":"2023-03-04 16:50","market":"sh","language":"zh","title":"Where did the trillions of liquidity that made global stock markets rise this year come from?","url":"https://stock-news.laohu8.com/highlight/detail?id=2316732529","media":"Barrons巴伦","summary":"在全球范围内,流动性实际上在最近几个月有所增加。","content":"<p><html><head></head><body>Globally, liquidity has actually increased in recent months.</p><p>The recent rally in global stocks has left many Wall Street investors somewhat confused, as stocks-especially risky growth stocks with little profitability-have resisted the pull of more attractive bond yields and the threat of rate hike, rebounding strongly from last year's sharp sell-off.</p><p>But some Wall Street analysts say they have found an explanation that has nothing to do with inflation and global economic conditions.</p><p>The answer is:<b>While the Federal Reserve, the European Central Bank and the Bank of England have declared that they are trying to drain the flooding of liquidity from the banking system, globally, liquidity has actually increased in recent months.</b>This is partly due to factors beyond the control of policymakers.</p><p><img src=\"https://static.tigerbbs.com/3e13af78ee0eaa0c77a2504ff630537f\" tg-width=\"820\" tg-height=\"506\" referrerpolicy=\"no-referrer\"/></p><p><b>Trillion-dollar-level asset prices rise</b></p><p>In a research note shared with clients last month, Matt King, global market strategist at Citigroup, detailed how the world's major central banks recently injected $1 trillion into the global financial system.</p><p>According to Kim's analysis, most of this increase came from the People's Bank of China, which bucked the global monetary tightening trend and chose to inject liquidity directly into its banking system, accounting for most of the $1 trillion figure.</p><p>\"Despite central banks telling us that they will tighten monetary policy, it turns out that at a global level, they have just added $1 trillion worth of liquidity in the past three months,\" King said.</p><p>In the report, King said he was inspired to take a closer look at the central bank's balance sheet after concluding that changes in fundamentals (i.e. changes in the outlook for economic growth and inflation) did not explain the volatility of global markets, including the rally in global stocks.</p><p>When he finally contrasted the trend of global stock markets with the changing trend of global central bank liquidity, he found that it was almost a perfect fit.</p><p>The picture below tracks<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>The performance of the Capital International Global Index 990100, which reflects the ups and downs of liquidity in the banking system. The index has gained 12% since the end of September, according to FactSet. Around the same time, global central bank liquidity stopped falling and began to expand again.</p><p><img src=\"https://static.tigerbbs.com/60b843c8ea2e4ae086e1e0ae27d671d5\" tg-width=\"1080\" tg-height=\"858\" referrerpolicy=\"no-referrer\"/></p><p>But King and Michael Howell, another London-based strategist and managing director at macro advisory firm CrossBorder Capital, said even the Fed is exacerbating the flood of liquidity in a more reactive way.</p><p>For more than a year, the Federal Reserve has been touting its plan to \"tighten\" liquidity in the U.S. financial system by raising interest rates and reducing bond holdings by choosing not to reinvest the proceeds of maturing bonds.</p><p>Although the Fed's bond holdings have shrunk by about $500 billion since last spring, another important component of its balance sheet-the U.S. banking system reserves-appears to have not grown, according to the St. Louis Federal Reserve Bank.</p><p>As of February 22, reserve balances at Fed banks stood at $3.01 trillion, up slightly from $2.9 trillion at the end of September, according to the latest data released weekly by the Federal Reserve.</p><p>Howell said: \"The Fed is allegedly stripping its balance sheet, but bank reserves are not falling\".</p><p>This could also help support shares, he said, because the scale of money injected into the financial system by the U.S. banking industry has expanded, rather than contracted.</p><p><b>Stocks Begin to Pull</b></p><p>To be sure, U.S. stocks have pulled back in recent weeks, with the Nasdaq Composite gaining 0.73% in January, making its best start in 20 years, according to FactSet.</p><p>The stock market stopped climbing, which may be a sign that global liquidity is pulling back again. Whether the Fed will come to the rescue of the market again remains to be seen.</p><p>But ultimately, there is a chance that stock valuations will suffer as a result. Howell and his team believe the Fed may need to raise interest rates even more dramatically to compensate for its reluctance to further cut reserves in the banking system.</p><p>U.S. stocks also appear to be starting to feel the effects of rising bond yields after a few weeks of rally. The Nasdaq Composite, S&P 500 and Dow Jones Industrial Average all retreated in February. Their performance was mixed on Thursday as the yield on 10-year U.S. Treasury Bond topped 4%, with bond yields moving in the opposite direction to stock prices.</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>Where did the trillions of liquidity that made global stock markets rise this year come from?</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; 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}\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\">\nWhere did the trillions of liquidity that made global stock markets rise this year come from?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Barrons巴伦 </p>\n<p class=\"h-time smaller\">2023-03-04 16:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Globally, liquidity has actually increased in recent months.</p><p>The recent rally in global stocks has left many Wall Street investors somewhat confused, as stocks-especially risky growth stocks with little profitability-have resisted the pull of more attractive bond yields and the threat of rate hike, rebounding strongly from last year's sharp sell-off.</p><p>But some Wall Street analysts say they have found an explanation that has nothing to do with inflation and global economic conditions.</p><p>The answer is:<b>While the Federal Reserve, the European Central Bank and the Bank of England have declared that they are trying to drain the flooding of liquidity from the banking system, globally, liquidity has actually increased in recent months.</b>This is partly due to factors beyond the control of policymakers.</p><p><img src=\"https://static.tigerbbs.com/3e13af78ee0eaa0c77a2504ff630537f\" tg-width=\"820\" tg-height=\"506\" referrerpolicy=\"no-referrer\"/></p><p><b>Trillion-dollar-level asset prices rise</b></p><p>In a research note shared with clients last month, Matt King, global market strategist at Citigroup, detailed how the world's major central banks recently injected $1 trillion into the global financial system.</p><p>According to Kim's analysis, most of this increase came from the People's Bank of China, which bucked the global monetary tightening trend and chose to inject liquidity directly into its banking system, accounting for most of the $1 trillion figure.</p><p>\"Despite central banks telling us that they will tighten monetary policy, it turns out that at a global level, they have just added $1 trillion worth of liquidity in the past three months,\" King said.</p><p>In the report, King said he was inspired to take a closer look at the central bank's balance sheet after concluding that changes in fundamentals (i.e. changes in the outlook for economic growth and inflation) did not explain the volatility of global markets, including the rally in global stocks.</p><p>When he finally contrasted the trend of global stock markets with the changing trend of global central bank liquidity, he found that it was almost a perfect fit.</p><p>The picture below tracks<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>The performance of the Capital International Global Index 990100, which reflects the ups and downs of liquidity in the banking system. The index has gained 12% since the end of September, according to FactSet. Around the same time, global central bank liquidity stopped falling and began to expand again.</p><p><img src=\"https://static.tigerbbs.com/60b843c8ea2e4ae086e1e0ae27d671d5\" tg-width=\"1080\" tg-height=\"858\" referrerpolicy=\"no-referrer\"/></p><p>But King and Michael Howell, another London-based strategist and managing director at macro advisory firm CrossBorder Capital, said even the Fed is exacerbating the flood of liquidity in a more reactive way.</p><p>For more than a year, the Federal Reserve has been touting its plan to \"tighten\" liquidity in the U.S. financial system by raising interest rates and reducing bond holdings by choosing not to reinvest the proceeds of maturing bonds.</p><p>Although the Fed's bond holdings have shrunk by about $500 billion since last spring, another important component of its balance sheet-the U.S. banking system reserves-appears to have not grown, according to the St. Louis Federal Reserve Bank.</p><p>As of February 22, reserve balances at Fed banks stood at $3.01 trillion, up slightly from $2.9 trillion at the end of September, according to the latest data released weekly by the Federal Reserve.</p><p>Howell said: \"The Fed is allegedly stripping its balance sheet, but bank reserves are not falling\".</p><p>This could also help support shares, he said, because the scale of money injected into the financial system by the U.S. banking industry has expanded, rather than contracted.</p><p><b>Stocks Begin to Pull</b></p><p>To be sure, U.S. stocks have pulled back in recent weeks, with the Nasdaq Composite gaining 0.73% in January, making its best start in 20 years, according to FactSet.</p><p>The stock market stopped climbing, which may be a sign that global liquidity is pulling back again. Whether the Fed will come to the rescue of the market again remains to be seen.</p><p>But ultimately, there is a chance that stock valuations will suffer as a result. Howell and his team believe the Fed may need to raise interest rates even more dramatically to compensate for its reluctance to further cut reserves in the banking system.</p><p>U.S. stocks also appear to be starting to feel the effects of rising bond yields after a few weeks of rally. The Nasdaq Composite, S&P 500 and Dow Jones Industrial Average all retreated in February. Their performance was mixed on Thursday as the yield on 10-year U.S. Treasury Bond topped 4%, with bond yields moving in the opposite direction to stock prices.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5eb1600a275cdb440167b676a1a207e1","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316732529","content_text":"在全球范围内,流动性实际上在最近几个月有所增加。全球股市近期的上涨令许多华尔街投资者感到有些困惑,因为股市——尤其是那些几乎没有盈利的高风险成长型股票——抵御住了更具吸引力的债券收益率的拉动,以及加息的威胁,从去年的大幅抛售中强劲反弹。但一些华尔街分析师表示,他们找到了一种与通胀和全球经济状况无关的解释。答案就是:尽管美联储、欧洲中央银行和英格兰银行已经宣称他们正在试图抽干银行系统泛滥的流动性,但在全球范围内,流动性实际上在最近几个月有所增加。这在一定程度上是由于政策制定者无法控制的因素造成的。万亿美元级别的资产价格上涨在上个月与客户分享的一份研究报告中,花旗集团(Citigroup)全球市场策略师马特·金(Matt King)详细描述了世界各大央行最近如何向全球金融体系注入1万亿美元。根据金的分析,这一增长大部分来自中国人民银行,它逆全球货币紧缩趋势而动,选择直接向其银行系统注入流动性,占据了1万亿美元数字的大部分。“尽管各国央行告诉我们,他们将收紧货币政策,但事实证明,在全球层面上,他们在过去三个月里刚刚增加了价值1万亿美元的流动性,”金表示。金在报告中表示,他得出结论认为,基本面的变化(即经济增长和通胀前景的变化)不能解释全球市场的波动,包括全球股市的反弹,因此他受到启发,更仔细地研究了央行的资产负债表。当他最终将全球股市走势与全球央行流动性的变化趋势进行对比时,他发现,这几乎是一种完美的契合。下图追踪了摩根士丹利资本国际全球指数990100的表现,该指数反映了银行体系流动性的起伏。根据 FactSet 的数据,该指数自9月底以来已上涨12%。大约在同一时间,全球央行的流动性停止下降,开始再次扩张。但金和另一位驻伦敦策略师、宏观咨询公司 CrossBorder Capital 董事总经理迈克尔·豪厄尔(Michael Howell)表示,就连美联储也在以一种更为被动的方式加剧了流动性泛滥。一年多以来,美联储一直在宣传其计划,通过提高利率和减少债券持有量来“收紧”美国金融体系的流动性,方法是选择不将到期债券的收益进行再投资。根据圣路易斯联邦储备银行的数据,尽管自去年春天以来,美联储持有的债券规模缩减了约5000亿美元,但其资产负债表的另一个重要组成部分——美国银行系统准备金——似乎没有增长。根据美联储每周发布的最新数据,截至2月22日,美联储各银行的准备金余额为3.01万亿美元,这比9月底的2.9万亿美元略有上升。豪厄尔表示: “据称美联储正在剥离资产负债表,但银行准备金没有下降”。他表示,这也可能有助于支撑股价,因为美国银行业向金融体系注入的资金规模已经扩大,而非收缩。股市开始回落可以肯定的是,美国股市在最近几周已经回落,根据 FactSet 的数据,纳斯达克综合指数在一月份上涨了0.73% 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00:00","market":"us","language":"zh","title":"New Energy Vehicle Industry Weekly Report: Nio releases second quarter financial report","url":"https://stock-news.laohu8.com/highlight/detail?id=2162035214","media":"平安证券股份有...","summary":"随着新能源汽车产销基数的不断增长,维持高增速将愈发困难,面向大众的主流车型的推出成为关键;2、产业链价格战加剧。","content":"<p><html><body><article><a href=\"https://laohu8.com/S/NIO\">Nio</a>Released the second quarter financial report. 21,896 new cars were delivered in 2Q21, a year-on-year increase of 111.9% and a quarter-on-quarter increase of 9.2% in 1Q21. In terms of sales revenue, Nio achieved total revenue of 8.45 billion yuan in 2Q21, a year-on-year increase of 127.2% and a month-on-month increase of 5.8%. In 2Q21, the vehicle sales business accounted for 93.7% of Nio's total revenue, reaching 7.91 billion yuan.</p><p>Starting in 2Q20, Nio's<span>GROSS PROFIT</span>Turning positive, the gross profit margin of vehicles in the first quarter and second quarter of 2021 was 21.16%/20.27% respectively, and the average bicycle revenue was 369,200 yuan/361,300 yuan respectively. Comparing XPeng and<a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Nio's gross profit margin is the highest among the three new car-making forces. In the long run, Nio's vehicle gross profit margin target is to reach 25%. 2Q21 Nio Before Tax<span>Net profit</span>-585 million, the loss narrowed significantly year-on-year and expanded month-on-month. The expansion in losses came from the increase in research and development expenses and selling, administrative and general expenses.</p><p>At present, Nio has released a total of 4 models, including three SUV models that have been launched. ES6 and EC6 account for a relatively large proportion of sales in Nio. Nio will launch three new models on the NT2.0 platform, including the ET7, in 2022. One of the other two models will be the lowest price among Nio brands. At the same time, Nio will launch a brand new. The brand positioning is lower than Nio brands and focuses on the mainstream mass market.</p><p>Industry trends:<a href=\"https://laohu8.com/S/603026\">Shi Dashenghua</a>、<a href=\"https://laohu8.com/S/300568\">Star source material</a>Release the 21-year semi-annual report;<a href=\"https://laohu8.com/S/002245\">Azure lithium core</a>Reached a battery supply agreement with Bosch; Chengdu issued detailed rules for the management of electric vehicle charging facilities in residential areas; The stock prices of lithium battery companies fell this week, and new energy vehicle theme funds were adjusted; Chengdu releases detailed rules for the management of electric vehicle charging facilities in residential areas.</p><p>Investment advice: With the intensification of policies and car companies, the penetration of new energy vehicles in the global market is ushering in a new round of acceleration, and the industry prosperity continues to rise. It is recommended to pay attention to<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>For the main line of new forces represented, as well as the catching-up process of new models such as Volkswagen, we recommend leading and second-line flexible targets. In terms of complete vehicles, highly recommended<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>, recommended<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>; In terms of battery materials, recommended<a href=\"https://laohu8.com/S/300750\">Ningde era</a>、<a href=\"https://laohu8.com/S/300073\">Dangsheng Technology</a>、<a href=\"https://laohu8.com/S/600884\">Shanshan shares</a>; In terms of motor electronic control, it is recommended to pay attention to<a href=\"https://laohu8.com/S/600580\">Wolong electric drive</a>、<a href=\"https://laohu8.com/S/300124\">Inovance Technology</a>; In terms of lithium battery equipment, it is recommended to pay attention<a href=\"https://laohu8.com/S/300450\">Pilot intelligence</a>And<a href=\"https://laohu8.com/S/688006\">Hangke Technology</a>; In terms of lithium and cobalt, it is recommended to pay attention<a href=\"https://laohu8.com/S/603799\">Huayou Cobalt</a>、<a href=\"https://laohu8.com/S/002240\">Shengxin lithium energy</a>。</p><p>Risk warning: 1. The growth rate of electric vehicle production and sales is slowing down. As the production and sales base of new energy vehicles continues to grow, it will become increasingly difficult to maintain high growth rates, and the launch of mainstream models for the public has become the key; 2. The price war in the industrial chain has intensified. The continuous decline of subsidies and the continuous launch of new production capacity have caused all links in the industrial chain to face price reduction pressure; 3. The influx of overseas competitors is accelerating. With the growth of the domestic market and the weakening of subsidy policies, the pace of overseas giants entering the domestic market is accelerating, bringing new impacts to the industrial structure.</p><p></article></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>New Energy Vehicle Industry Weekly Report: Nio releases second quarter financial report</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\">\nNew Energy Vehicle Industry Weekly Report: Nio releases second quarter financial report\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">平安证券股份有...</strong><span class=\"h-time small\">2021-08-25 00:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article><a href=\"https://laohu8.com/S/NIO\">Nio</a>Released the second quarter financial report. 21,896 new cars were delivered in 2Q21, a year-on-year increase of 111.9% and a quarter-on-quarter increase of 9.2% in 1Q21. In terms of sales revenue, Nio achieved total revenue of 8.45 billion yuan in 2Q21, a year-on-year increase of 127.2% and a month-on-month increase of 5.8%. In 2Q21, the vehicle sales business accounted for 93.7% of Nio's total revenue, reaching 7.91 billion yuan.</p><p>Starting in 2Q20, Nio's<span>GROSS PROFIT</span>Turning positive, the gross profit margin of vehicles in the first quarter and second quarter of 2021 was 21.16%/20.27% respectively, and the average bicycle revenue was 369,200 yuan/361,300 yuan respectively. Comparing XPeng and<a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Nio's gross profit margin is the highest among the three new car-making forces. In the long run, Nio's vehicle gross profit margin target is to reach 25%. 2Q21 Nio Before Tax<span>Net profit</span>-585 million, the loss narrowed significantly year-on-year and expanded month-on-month. The expansion in losses came from the increase in research and development expenses and selling, administrative and general expenses.</p><p>At present, Nio has released a total of 4 models, including three SUV models that have been launched. ES6 and EC6 account for a relatively large proportion of sales in Nio. Nio will launch three new models on the NT2.0 platform, including the ET7, in 2022. One of the other two models will be the lowest price among Nio brands. At the same time, Nio will launch a brand new. The brand positioning is lower than Nio brands and focuses on the mainstream mass market.</p><p>Industry trends:<a href=\"https://laohu8.com/S/603026\">Shi Dashenghua</a>、<a href=\"https://laohu8.com/S/300568\">Star source material</a>Release the 21-year semi-annual report;<a href=\"https://laohu8.com/S/002245\">Azure lithium core</a>Reached a battery supply agreement with Bosch; Chengdu issued detailed rules for the management of electric vehicle charging facilities in residential areas; The stock prices of lithium battery companies fell this week, and new energy vehicle theme funds were adjusted; Chengdu releases detailed rules for the management of electric vehicle charging facilities in residential areas.</p><p>Investment advice: With the intensification of policies and car companies, the penetration of new energy vehicles in the global market is ushering in a new round of acceleration, and the industry prosperity continues to rise. It is recommended to pay attention to<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>For the main line of new forces represented, as well as the catching-up process of new models such as Volkswagen, we recommend leading and second-line flexible targets. In terms of complete vehicles, highly recommended<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>, recommended<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>; In terms of battery materials, recommended<a href=\"https://laohu8.com/S/300750\">Ningde era</a>、<a href=\"https://laohu8.com/S/300073\">Dangsheng Technology</a>、<a href=\"https://laohu8.com/S/600884\">Shanshan shares</a>; In terms of motor electronic control, it is recommended to pay attention to<a href=\"https://laohu8.com/S/600580\">Wolong electric drive</a>、<a href=\"https://laohu8.com/S/300124\">Inovance Technology</a>; In terms of lithium battery equipment, it is recommended to pay attention<a href=\"https://laohu8.com/S/300450\">Pilot intelligence</a>And<a href=\"https://laohu8.com/S/688006\">Hangke Technology</a>; In terms of lithium and cobalt, it is recommended to pay attention<a href=\"https://laohu8.com/S/603799\">Huayou Cobalt</a>、<a href=\"https://laohu8.com/S/002240\">Shengxin lithium energy</a>。</p><p>Risk warning: 1. The growth rate of electric vehicle production and sales is slowing down. As the production and sales base of new energy vehicles continues to grow, it will become increasingly difficult to maintain high growth rates, and the launch of mainstream models for the public has become the key; 2. The price war in the industrial chain has intensified. The continuous decline of subsidies and the continuous launch of new production capacity have caused all links in the industrial chain to face price reduction pressure; 3. The influx of overseas competitors is accelerating. With the growth of the domestic market and the weakening of subsidy policies, the pace of overseas giants entering the domestic market is accelerating, bringing new impacts to the industrial structure.</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021082511053579e6a544&s=b\">平安证券股份有...</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021082511053579e6a544&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2162035214","content_text":"蔚来发布二季度财报。2Q21 新车交付21896 辆,同比增加111.9%,环比1Q21 增加9.2%。销售收入方面,蔚来2Q21 实现总营收84.5 亿元,同比增加127.2%,环比增加5.8%。2Q21 整车销售业务占蔚来总营收的比重为93.7%,达到79.1 亿元。从2Q20 开始,蔚来的毛利转正,2021 年一季度和二季度的整车毛利率分别为21.16%/20.27%,平均单车营收分别为36.92 万元/36.13 万元。对比小鹏和理想汽车,蔚来的毛利率在三家造车新势力中最高,长期来看,蔚来的整车毛利率目标是达到25%。2Q21 蔚来税前净利润-5.85 亿,亏损同比大幅缩小,环比扩大。亏损扩大来自于研发费用和销售、行政及一般费用的增加。蔚来目前总共发布4 款车型,包括三款已经上市的SUV 车型,ES6 和EC6占蔚来销量的比重比较大。蔚来将在2022 年推出包括ET7 在内的三款NT2.0 平台的新车型, 另外两款车型中有一款会是蔚来品牌中售价最低的,同时蔚来将推出一个全新的品牌,新品牌定位低于蔚来品牌,主攻主流大众市场。行业动态:石大胜华、星源材质发布21 年半年报;蔚蓝锂芯与博世达成电池供货协议;成都发布居民小区电动车充电设施管理细则;本周锂电企业股价下跌,新能源汽车主题基金调整;成都发布居民小区电动车充电设施管理细则。投资建议:随着政策端和车企端的加力,新能源汽车在全球市场的渗透正迎来新一轮提速,行业景气不断上行。建议关注以特斯拉为代表的新势力主线,以及大众等新车型的追赶进程,推荐龙头和二线弹性标的。整车方面,强烈推荐长城汽车,推荐吉利汽车;电池材料方面,推荐宁德时代、当升科技、杉杉股份;电机电控方面,建议关注卧龙电驱、汇川技术;锂电设备方面,建议关注先导智能和杭可科技;锂钴方面,建议关注华友钴业、盛新锂能。风险提示:1、电动车产销增速放缓。随着新能源汽车产销基数的不断增长,维持高增速将愈发困难,面向大众的主流车型的推出成为关键;2、产业链价格战加剧。补贴持续退坡以及新增产能的不断投放,致使产业链各环节面临降价压力;3、海外竞争对手加速涌入。随着国内市场的壮大及补贴政策的淡化,海外巨头进入国内市场的脚步正在加快,对产业格局带来新的冲击。","news_type":1,"symbols_score_info":{"NIO":1}},"isVote":1,"tweetType":1,"viewCount":1055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927449886,"gmtCreate":1672574454345,"gmtModify":1676538706502,"author":{"id":"4091249058205370","authorId":"4091249058205370","name":"ZuZhou","avatar":"https://static.tigerbbs.com/a7c7301cb7e6f6dd4c0dd101a837bab3","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091249058205370","authorIdStr":"4091249058205370"},"themes":[],"htmlText":"hhh","listText":"hhh","text":"hhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927449886","isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949830302,"gmtCreate":1678471000306,"gmtModify":1678471003321,"author":{"id":"4091249058205370","authorId":"4091249058205370","name":"ZuZhou","avatar":"https://static.tigerbbs.com/a7c7301cb7e6f6dd4c0dd101a837bab3","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091249058205370","authorIdStr":"4091249058205370"},"themes":[],"htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949830302","repostId":"1128814797","repostType":4,"repost":{"id":"1128814797","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":1678465131,"share":"https://ttm.financial/m/news/1128814797?lang=en_US&edition=fundamental","pubTime":"2023-03-11 00:18","market":"us","language":"zh","title":"U.S. regulators go to Silicon Valley Bank to assess its financials","url":"https://stock-news.laohu8.com/highlight/detail?id=1128814797","media":"老虎资讯综合","summary":"美国监管机构派出大量人员突击视察硅谷银行,以评估其资产状况。3月11日,据知情人士透露,美国监管机构已抵达SVB金融集团(SVB Financial Group)加州办公室,目前这家陷入困境的银行正竭","content":"<p><html><head></head><body><b>U.S. regulators sent a large number of people to surprise Silicon Valley Bank to assess the status of its assets.</b>On March 11, U.S. regulators arrived at SVB Financial Group's California offices, according to people familiar with the matter, as the troubled bank struggles to stabilize its financials.</p><p>Regulators at the Federal Deposit Insurance Corp. and the Federal Reserve are investigating the impact of large withdrawals on the bank.</p><p>Officials from those offices sought to gain more insight into the bank's plight, the people said. Silicon Valley Bank has played a key role in Silicon Valley start-ups for years. The arrival of regulators does not mean that officials will take further action or that the bank will not be able to cope with the situation alone.</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>U.S. regulators go to Silicon Valley Bank to assess its financials</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\">\nU.S. regulators go to Silicon Valley Bank to assess its financials\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\">2023-03-11 00:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>U.S. regulators sent a large number of people to surprise Silicon Valley Bank to assess the status of its assets.</b>On March 11, U.S. regulators arrived at SVB Financial Group's California offices, according to people familiar with the matter, as the troubled bank struggles to stabilize its financials.</p><p>Regulators at the Federal Deposit Insurance Corp. and the Federal Reserve are investigating the impact of large withdrawals on the bank.</p><p>Officials from those offices sought to gain more insight into the bank's plight, the people said. Silicon Valley Bank has played a key role in Silicon Valley start-ups for years. The arrival of regulators does not mean that officials will take further action or that the bank will not be able to cope with the situation alone.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a4ac7a6ebd455cb354600f2c4dcef71e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128814797","content_text":"美国监管机构派出大量人员突击视察硅谷银行,以评估其资产状况。3月11日,据知情人士透露,美国监管机构已抵达SVB金融集团(SVB Financial Group)加州办公室,目前这家陷入困境的银行正竭力稳定其财务状况。美国联邦存款保险公司(Federal Deposit Insurance Corp.)和美联储(Federal Reserve)的监管机构正在该行调查大额提款对该行所带来的影响。知情人士称,这些办公室的官员寻求对该银行的困境有更多了解。硅谷银行多年来一直在硅谷初创企业中扮演着关键角色。监管机构的到来并不意味着官员们将采取进一步行动,也不意味着该银行将无法独自应对这种情况。","news_type":1,"symbols_score_info":{"SIVB":0.9}},"isVote":1,"tweetType":1,"viewCount":3285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014855983,"gmtCreate":1649642155971,"gmtModify":1676534542880,"author":{"id":"4091249058205370","authorId":"4091249058205370","name":"ZuZhou","avatar":"https://static.tigerbbs.com/a7c7301cb7e6f6dd4c0dd101a837bab3","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091249058205370","authorIdStr":"4091249058205370"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>。","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>。","text":"$AMD(AMD)$。","images":[{"img":"https://community-static.tradeup.com/news/64f0f3e24b94834dbd3c997b6aa3eb18","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014855983","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9014854939,"gmtCreate":1649642189385,"gmtModify":1676534542898,"author":{"id":"4091249058205370","authorId":"4091249058205370","name":"ZuZhou","avatar":"https://static.tigerbbs.com/a7c7301cb7e6f6dd4c0dd101a837bab3","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091249058205370","authorIdStr":"4091249058205370"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GS\">$高盛(GS)$</a>。","listText":"<a href=\"https://ttm.financial/S/GS\">$高盛(GS)$</a>。","text":"$高盛(GS)$。","images":[{"img":"https://community-static.tradeup.com/news/8630c5cff85cfa9efc3345d220d7f2f3","width":"1125","height":"2627"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014854939","isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9014852556,"gmtCreate":1649642128521,"gmtModify":1676534542872,"author":{"id":"4091249058205370","authorId":"4091249058205370","name":"ZuZhou","avatar":"https://static.tigerbbs.com/a7c7301cb7e6f6dd4c0dd101a837bab3","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091249058205370","authorIdStr":"4091249058205370"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014852556","repostId":"9016303941","repostType":1,"repost":{"id":9016303941,"gmtCreate":1649122692485,"gmtModify":1676534455595,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667621665671","authorIdStr":"3527667621665671"},"themes":[],"title":"🔥[5th Apr]Trading plans that you can't miss from Tiger users","htmlText":"Hi, Tigers! Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins! <a href=\"https://ttm.financial/RN?name=RNTheme&page=/theme/special/discussion&rndata={"themeId":"e020a83ea15047ebaf152fe93ebc6328"}\" target=\"_blank\">Click here to join the Topic & Win coins >></a> [Rewards] You will be given 100 Tiger Coins according to the quality & interaction of the post (NOTE: Comments posted under this article WILL NOT be counted) 2.You will be given 10 Tiger coins if you tag more than 3 friends in the comment area Meanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investment advice though) Is t","listText":"Hi, Tigers! Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins! <a href=\"https://ttm.financial/RN?name=RNTheme&page=/theme/special/discussion&rndata={"themeId":"e020a83ea15047ebaf152fe93ebc6328"}\" target=\"_blank\">Click here to join the Topic & Win coins >></a> [Rewards] You will be given 100 Tiger Coins according to the quality & interaction of the post (NOTE: Comments posted under this article WILL NOT be counted) 2.You will be given 10 Tiger coins if you tag more than 3 friends in the comment area Meanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investment advice though) Is t","text":"Hi, Tigers! Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins! Click here to join the Topic & Win coins >> [Rewards] You will be given 100 Tiger Coins according to the quality & interaction of the post (NOTE: Comments posted under this article WILL NOT be counted) 2.You will be given 10 Tiger coins if you tag more than 3 friends in the comment area Meanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investment advice though) Is t","images":[{"img":"https://community-static.tradeup.com/news/e961ee203328d401936b5a8ebda60e0e","width":"499","height":"320"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016303941","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891263155,"gmtCreate":1628392278977,"gmtModify":1703505753946,"author":{"id":"4091249058205370","authorId":"4091249058205370","name":"ZuZhou","avatar":"https://static.tigerbbs.com/a7c7301cb7e6f6dd4c0dd101a837bab3","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091249058205370","authorIdStr":"4091249058205370"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/891263155","repostId":"1181402462","repostType":4,"isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940295069,"gmtCreate":1677920948551,"gmtModify":1677920952276,"author":{"id":"4091249058205370","authorId":"4091249058205370","name":"ZuZhou","avatar":"https://static.tigerbbs.com/a7c7301cb7e6f6dd4c0dd101a837bab3","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091249058205370","authorIdStr":"4091249058205370"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940295069","repostId":"2316732529","repostType":4,"repost":{"id":"2316732529","kind":"highlight","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团,引入百年历史的《巴伦》(Barron's)独家内容,打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"Barrons巴伦","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1677919837,"share":"https://ttm.financial/m/news/2316732529?lang=en_US&edition=fundamental","pubTime":"2023-03-04 16:50","market":"sh","language":"zh","title":"Where did the trillions of liquidity that made global stock markets rise this year come from?","url":"https://stock-news.laohu8.com/highlight/detail?id=2316732529","media":"Barrons巴伦","summary":"在全球范围内,流动性实际上在最近几个月有所增加。","content":"<p><html><head></head><body>Globally, liquidity has actually increased in recent months.</p><p>The recent rally in global stocks has left many Wall Street investors somewhat confused, as stocks-especially risky growth stocks with little profitability-have resisted the pull of more attractive bond yields and the threat of rate hike, rebounding strongly from last year's sharp sell-off.</p><p>But some Wall Street analysts say they have found an explanation that has nothing to do with inflation and global economic conditions.</p><p>The answer is:<b>While the Federal Reserve, the European Central Bank and the Bank of England have declared that they are trying to drain the flooding of liquidity from the banking system, globally, liquidity has actually increased in recent months.</b>This is partly due to factors beyond the control of policymakers.</p><p><img src=\"https://static.tigerbbs.com/3e13af78ee0eaa0c77a2504ff630537f\" tg-width=\"820\" tg-height=\"506\" referrerpolicy=\"no-referrer\"/></p><p><b>Trillion-dollar-level asset prices rise</b></p><p>In a research note shared with clients last month, Matt King, global market strategist at Citigroup, detailed how the world's major central banks recently injected $1 trillion into the global financial system.</p><p>According to Kim's analysis, most of this increase came from the People's Bank of China, which bucked the global monetary tightening trend and chose to inject liquidity directly into its banking system, accounting for most of the $1 trillion figure.</p><p>\"Despite central banks telling us that they will tighten monetary policy, it turns out that at a global level, they have just added $1 trillion worth of liquidity in the past three months,\" King said.</p><p>In the report, King said he was inspired to take a closer look at the central bank's balance sheet after concluding that changes in fundamentals (i.e. changes in the outlook for economic growth and inflation) did not explain the volatility of global markets, including the rally in global stocks.</p><p>When he finally contrasted the trend of global stock markets with the changing trend of global central bank liquidity, he found that it was almost a perfect fit.</p><p>The picture below tracks<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>The performance of the Capital International Global Index 990100, which reflects the ups and downs of liquidity in the banking system. The index has gained 12% since the end of September, according to FactSet. Around the same time, global central bank liquidity stopped falling and began to expand again.</p><p><img src=\"https://static.tigerbbs.com/60b843c8ea2e4ae086e1e0ae27d671d5\" tg-width=\"1080\" tg-height=\"858\" referrerpolicy=\"no-referrer\"/></p><p>But King and Michael Howell, another London-based strategist and managing director at macro advisory firm CrossBorder Capital, said even the Fed is exacerbating the flood of liquidity in a more reactive way.</p><p>For more than a year, the Federal Reserve has been touting its plan to \"tighten\" liquidity in the U.S. financial system by raising interest rates and reducing bond holdings by choosing not to reinvest the proceeds of maturing bonds.</p><p>Although the Fed's bond holdings have shrunk by about $500 billion since last spring, another important component of its balance sheet-the U.S. banking system reserves-appears to have not grown, according to the St. Louis Federal Reserve Bank.</p><p>As of February 22, reserve balances at Fed banks stood at $3.01 trillion, up slightly from $2.9 trillion at the end of September, according to the latest data released weekly by the Federal Reserve.</p><p>Howell said: \"The Fed is allegedly stripping its balance sheet, but bank reserves are not falling\".</p><p>This could also help support shares, he said, because the scale of money injected into the financial system by the U.S. banking industry has expanded, rather than contracted.</p><p><b>Stocks Begin to Pull</b></p><p>To be sure, U.S. stocks have pulled back in recent weeks, with the Nasdaq Composite gaining 0.73% in January, making its best start in 20 years, according to FactSet.</p><p>The stock market stopped climbing, which may be a sign that global liquidity is pulling back again. Whether the Fed will come to the rescue of the market again remains to be seen.</p><p>But ultimately, there is a chance that stock valuations will suffer as a result. Howell and his team believe the Fed may need to raise interest rates even more dramatically to compensate for its reluctance to further cut reserves in the banking system.</p><p>U.S. stocks also appear to be starting to feel the effects of rising bond yields after a few weeks of rally. The Nasdaq Composite, S&P 500 and Dow Jones Industrial Average all retreated in February. Their performance was mixed on Thursday as the yield on 10-year U.S. Treasury Bond topped 4%, with bond yields moving in the opposite direction to stock prices.</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>Where did the trillions of liquidity that made global stock markets rise this year come from?</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; 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}\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\">\nWhere did the trillions of liquidity that made global stock markets rise this year come from?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Barrons巴伦 </p>\n<p class=\"h-time smaller\">2023-03-04 16:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Globally, liquidity has actually increased in recent months.</p><p>The recent rally in global stocks has left many Wall Street investors somewhat confused, as stocks-especially risky growth stocks with little profitability-have resisted the pull of more attractive bond yields and the threat of rate hike, rebounding strongly from last year's sharp sell-off.</p><p>But some Wall Street analysts say they have found an explanation that has nothing to do with inflation and global economic conditions.</p><p>The answer is:<b>While the Federal Reserve, the European Central Bank and the Bank of England have declared that they are trying to drain the flooding of liquidity from the banking system, globally, liquidity has actually increased in recent months.</b>This is partly due to factors beyond the control of policymakers.</p><p><img src=\"https://static.tigerbbs.com/3e13af78ee0eaa0c77a2504ff630537f\" tg-width=\"820\" tg-height=\"506\" referrerpolicy=\"no-referrer\"/></p><p><b>Trillion-dollar-level asset prices rise</b></p><p>In a research note shared with clients last month, Matt King, global market strategist at Citigroup, detailed how the world's major central banks recently injected $1 trillion into the global financial system.</p><p>According to Kim's analysis, most of this increase came from the People's Bank of China, which bucked the global monetary tightening trend and chose to inject liquidity directly into its banking system, accounting for most of the $1 trillion figure.</p><p>\"Despite central banks telling us that they will tighten monetary policy, it turns out that at a global level, they have just added $1 trillion worth of liquidity in the past three months,\" King said.</p><p>In the report, King said he was inspired to take a closer look at the central bank's balance sheet after concluding that changes in fundamentals (i.e. changes in the outlook for economic growth and inflation) did not explain the volatility of global markets, including the rally in global stocks.</p><p>When he finally contrasted the trend of global stock markets with the changing trend of global central bank liquidity, he found that it was almost a perfect fit.</p><p>The picture below tracks<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>The performance of the Capital International Global Index 990100, which reflects the ups and downs of liquidity in the banking system. The index has gained 12% since the end of September, according to FactSet. Around the same time, global central bank liquidity stopped falling and began to expand again.</p><p><img src=\"https://static.tigerbbs.com/60b843c8ea2e4ae086e1e0ae27d671d5\" tg-width=\"1080\" tg-height=\"858\" referrerpolicy=\"no-referrer\"/></p><p>But King and Michael Howell, another London-based strategist and managing director at macro advisory firm CrossBorder Capital, said even the Fed is exacerbating the flood of liquidity in a more reactive way.</p><p>For more than a year, the Federal Reserve has been touting its plan to \"tighten\" liquidity in the U.S. financial system by raising interest rates and reducing bond holdings by choosing not to reinvest the proceeds of maturing bonds.</p><p>Although the Fed's bond holdings have shrunk by about $500 billion since last spring, another important component of its balance sheet-the U.S. banking system reserves-appears to have not grown, according to the St. Louis Federal Reserve Bank.</p><p>As of February 22, reserve balances at Fed banks stood at $3.01 trillion, up slightly from $2.9 trillion at the end of September, according to the latest data released weekly by the Federal Reserve.</p><p>Howell said: \"The Fed is allegedly stripping its balance sheet, but bank reserves are not falling\".</p><p>This could also help support shares, he said, because the scale of money injected into the financial system by the U.S. banking industry has expanded, rather than contracted.</p><p><b>Stocks Begin to Pull</b></p><p>To be sure, U.S. stocks have pulled back in recent weeks, with the Nasdaq Composite gaining 0.73% in January, making its best start in 20 years, according to FactSet.</p><p>The stock market stopped climbing, which may be a sign that global liquidity is pulling back again. Whether the Fed will come to the rescue of the market again remains to be seen.</p><p>But ultimately, there is a chance that stock valuations will suffer as a result. Howell and his team believe the Fed may need to raise interest rates even more dramatically to compensate for its reluctance to further cut reserves in the banking system.</p><p>U.S. stocks also appear to be starting to feel the effects of rising bond yields after a few weeks of rally. The Nasdaq Composite, S&P 500 and Dow Jones Industrial Average all retreated in February. Their performance was mixed on Thursday as the yield on 10-year U.S. Treasury Bond topped 4%, with bond yields moving in the opposite direction to stock prices.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5eb1600a275cdb440167b676a1a207e1","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316732529","content_text":"在全球范围内,流动性实际上在最近几个月有所增加。全球股市近期的上涨令许多华尔街投资者感到有些困惑,因为股市——尤其是那些几乎没有盈利的高风险成长型股票——抵御住了更具吸引力的债券收益率的拉动,以及加息的威胁,从去年的大幅抛售中强劲反弹。但一些华尔街分析师表示,他们找到了一种与通胀和全球经济状况无关的解释。答案就是:尽管美联储、欧洲中央银行和英格兰银行已经宣称他们正在试图抽干银行系统泛滥的流动性,但在全球范围内,流动性实际上在最近几个月有所增加。这在一定程度上是由于政策制定者无法控制的因素造成的。万亿美元级别的资产价格上涨在上个月与客户分享的一份研究报告中,花旗集团(Citigroup)全球市场策略师马特·金(Matt King)详细描述了世界各大央行最近如何向全球金融体系注入1万亿美元。根据金的分析,这一增长大部分来自中国人民银行,它逆全球货币紧缩趋势而动,选择直接向其银行系统注入流动性,占据了1万亿美元数字的大部分。“尽管各国央行告诉我们,他们将收紧货币政策,但事实证明,在全球层面上,他们在过去三个月里刚刚增加了价值1万亿美元的流动性,”金表示。金在报告中表示,他得出结论认为,基本面的变化(即经济增长和通胀前景的变化)不能解释全球市场的波动,包括全球股市的反弹,因此他受到启发,更仔细地研究了央行的资产负债表。当他最终将全球股市走势与全球央行流动性的变化趋势进行对比时,他发现,这几乎是一种完美的契合。下图追踪了摩根士丹利资本国际全球指数990100的表现,该指数反映了银行体系流动性的起伏。根据 FactSet 的数据,该指数自9月底以来已上涨12%。大约在同一时间,全球央行的流动性停止下降,开始再次扩张。但金和另一位驻伦敦策略师、宏观咨询公司 CrossBorder Capital 董事总经理迈克尔·豪厄尔(Michael Howell)表示,就连美联储也在以一种更为被动的方式加剧了流动性泛滥。一年多以来,美联储一直在宣传其计划,通过提高利率和减少债券持有量来“收紧”美国金融体系的流动性,方法是选择不将到期债券的收益进行再投资。根据圣路易斯联邦储备银行的数据,尽管自去年春天以来,美联储持有的债券规模缩减了约5000亿美元,但其资产负债表的另一个重要组成部分——美国银行系统准备金——似乎没有增长。根据美联储每周发布的最新数据,截至2月22日,美联储各银行的准备金余额为3.01万亿美元,这比9月底的2.9万亿美元略有上升。豪厄尔表示: “据称美联储正在剥离资产负债表,但银行准备金没有下降”。他表示,这也可能有助于支撑股价,因为美国银行业向金融体系注入的资金规模已经扩大,而非收缩。股市开始回落可以肯定的是,美国股市在最近几周已经回落,根据 FactSet 的数据,纳斯达克综合指数在一月份上涨了0.73% ,创下了20年来最好的开局。股市停止攀升,可能是全球流动性再次回落的迹象。美联储是否会再次出手拯救市场,仍有待观察。但最终,股票估值有可能因此而受到影响。豪厄尔和他的团队认为,美联储可能需要更大幅度地提高利率,以弥补其不愿进一步削减银行系统准备金的不足。美国股市在经历了几周的反弹后,似乎也开始感受到债券收益率上升的影响。纳斯达克综合指数、标普500指数和道琼斯工业平均指数在二月份都有所回落。周四,随着10年期美国国债收益率突破4% 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