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SGboy
2023-04-12
Congratulate Tiger for the New Tools in helping its Clients and User. SUPER.
Tiger Brokers unveils TigerGPT, the industry's first AI investment assistant
SGboy
2023-03-04
Thanks for sharing
特斯拉造车三大关键技术前瞻与分析
SGboy
2023-01-17
hope so.
@美股期权侦察兵:本週市場將繼續看漲的兩大關鍵因素。
SGboy
2023-01-14
Thanks for sharing
Sorry, the original content has been removed
SGboy
2023-01-14
Thanks for sharing.
Sorry, the original content has been removed
SGboy
2023-01-14
Thanks for sharing.
俄罗斯:Intel悄悄回来了!还有微软
SGboy
2023-01-09
Informative. Thanks for sharing.
股市和人民币,2023要大反转了?
SGboy
2023-01-04
Like its share. Luckly all survived.
一辆特斯拉跌落山崖,车内四人全部存活
SGboy
2023-01-03
Thanks for sharing.
Why has the Core Lithium share price fallen 26% in a month?
SGboy
2022-12-27
Tesla fan has lost Trust on him, he always doing the opposite. If a person has lost his trust, his future is Gone. Tesla share will be down to earth. Trust me.
Musk Says He Won’t Sell Tesla Shares for Two Years: Time to Buy?
SGboy
2022-12-23
Hope so.
Could Keppel Corporation Raise its Dividends Next Year?
SGboy
2022-12-20
Thx for aharing
美国整体通胀降温似乎与美联储加息没什么关系
SGboy
2022-12-19
thanks for sharing.
如何把握美联储政策走向?紧跟这个指标
SGboy
2022-12-19
thanks for sharing.
中金年度展望 瑞郎:稳中有升
SGboy
2022-12-16
Storm is happending
Sorry, the original content has been removed
SGboy
2022-12-15
Selling again.
Elon Musk Sells Tesla Shares Worth $3.58 Billion
SGboy
2022-12-14
Thx for sharing
3 Top Dividend Payers of the ASX 200
SGboy
2022-12-12
$OVERSEA-CHINESE BANKING CORP(O39.SI)$
SGboy
2022-12-10
$UNITED OVERSEAS BANK LIMITED(U11.SI)$
SGboy
2022-12-10
Thanks for sharing
Elon Musk’s Tweeting Is Problematic for Tesla Stock. Here’s Proof
Go to Tiger App to see more news
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This feature helps save time spent on market research and raises efficiency in pre-investment preparation.</p><p>In the meantime, TigerGPT is undergoing daily-basis training and absorbing the latest market updates to ensure the interactions are concise and to-the-point, thanks to the company's self-owned meticulous classification and easy navigation of information — two key benchmarks that define Tiger Brokers' ever-improving R&D capabilities.</p><p>\"At Tiger Brokers, our commitment is to constantly facilitating global investing by placing innovations at the center of every step we take in creating the best possible user experience, boosting our users' overall investing literacy, and bringing more sense to smart investing,\" <strong>said Wu Tianhua, founder and CEO of Tiger Brokers</strong>. \"No more overwhelmed by the mountains of scattered data and information, we do believe our TigerGPT feature can bring a fresh breeze deeply valued by users, by addressing various queries on investment research, quenching curiosities of specific stocks and industries, and presenting the very piece of information needed in a well-articulated and highly-pertinent manner — all the factors needed before making informed, efficient and smart investments.\"</p><p>The company's R&D team is also adding more languages in Tiger GPT to its current support in English, Traditional Chinese, and Mandarin Chinese, in tandem with the company's scaling up global expansion.</p><p>TigerGPT is now undergoing user testing in selected markets. Tiger Trade app users who are interested are welcome to join the test waiting list through the link or in-app banner.</p><p><strong>Disclaimer:</strong></p><p>Please note that the information provided by TigerGPT is for reference only, and should not be treated as financial advice. Tiger Brokers shall not be liable in any way in connection with the use of TigerGPT. TigerGPT does not provide any recommendation, all information provided is from the open data source. </p><p><strong>About TigerGPT</strong></p><p>TigerGPT is a text-generating AI chatbot developed among the internet services of Tiger Brokers (Nasdaq: TIGR), as the first deployment of AI investment assistant in the brokerage industry.</p><p>Tiger GPT leverages the company's vast financial content pool and OpenAI technology. The feature leverages Tiger Brokers' vast content library and its expansive access to paid sources to offer timely and informative responses, including but not limited to, listed companies' profiles and data, an ocean of financial knowledge and investor education materials, and market insights and stock analyses, in a response to users' investment-related queries in easily digestible conversations within a span of seconds, saving time spent on market research and raising efficiency in pre-investment preparation.</p><p>Tiger Brokers is a leading online brokerage firm founded in 2014 with a focus on redefining global investing with technologies for the next generation. Currently, we offer a multitude of quality financial products and services across brokerage, employee stock ownership plan (ESOP) management, investment banking, wealth management, investor community, and investor education.</p><p>TigerGPT is now in the user testing phase and to be rolled out on Tiger Brokers' flagship platform Tiger Trade.</p><p>For inquiries, please contact press@itiger.com.</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>Tiger Brokers unveils TigerGPT, the industry's first AI investment assistant</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTiger Brokers unveils TigerGPT, the industry's first AI investment assistant\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1048763057\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/3bc820a768ede5e92b67c60b98f677f7);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Prnasia </p>\n<p class=\"h-time\">2023-04-11 20:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul><li><p>TigerGPT currently the industry's first AI investment assistant and part of Tiger Brokers' broad layout of internet services</p></li><li><p>Now in user testing, TigerGPT aims to offer timely market and stock data, conduct investor education, and deliver deep analysis from various sources in seconds, empowering users to make efficient and informed investment decisions</p></li><li><p>TigerGPT developed as a text-generating AI chatbot on Tiger Brokers' flagship platform Tiger Trade, leveraging the company's vast financial content pool and OpenAI technology</p></li></ul><p>SINGAPORE, April 11, 2023 /PRNewswire/ -- TigerGPT, a text-generating AI chatbot developed among Tiger Brokers' vast internet services, is introduced as the first deployment of AI investment assistant in the industry.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/138d73c857128267f4c373bb86f52320\" tg-width=\"600\" tg-height=\"600\"></p></p><p>The feature, now in user testing and soon to be rolled out on the flagship platform Tiger Trade, also makes Tiger Brokers <a href=\"https://laohu8.com/S/AONE.U\">one</a> of a handful of financial institutions offering this OpenAI technology-based service aimed at providing intelligent global investment decision-making support for users.</p><p>TigerGPT leverages Tiger Brokers' vast content library and its expansive access to paid sources to offer timely and informative responses, including but not limited to, listed companies' profiles and data, an ocean of financial knowledge and investor education materials, and market and stock insights, in a response to users' investment-related queries in easily digestible conversations within a span of seconds. This feature helps save time spent on market research and raises efficiency in pre-investment preparation.</p><p>In the meantime, TigerGPT is undergoing daily-basis training and absorbing the latest market updates to ensure the interactions are concise and to-the-point, thanks to the company's self-owned meticulous classification and easy navigation of information — two key benchmarks that define Tiger Brokers' ever-improving R&D capabilities.</p><p>\"At Tiger Brokers, our commitment is to constantly facilitating global investing by placing innovations at the center of every step we take in creating the best possible user experience, boosting our users' overall investing literacy, and bringing more sense to smart investing,\" <strong>said Wu Tianhua, founder and CEO of Tiger Brokers</strong>. \"No more overwhelmed by the mountains of scattered data and information, we do believe our TigerGPT feature can bring a fresh breeze deeply valued by users, by addressing various queries on investment research, quenching curiosities of specific stocks and industries, and presenting the very piece of information needed in a well-articulated and highly-pertinent manner — all the factors needed before making informed, efficient and smart investments.\"</p><p>The company's R&D team is also adding more languages in Tiger GPT to its current support in English, Traditional Chinese, and Mandarin Chinese, in tandem with the company's scaling up global expansion.</p><p>TigerGPT is now undergoing user testing in selected markets. Tiger Trade app users who are interested are welcome to join the test waiting list through the link or in-app banner.</p><p><strong>Disclaimer:</strong></p><p>Please note that the information provided by TigerGPT is for reference only, and should not be treated as financial advice. Tiger Brokers shall not be liable in any way in connection with the use of TigerGPT. TigerGPT does not provide any recommendation, all information provided is from the open data source. </p><p><strong>About TigerGPT</strong></p><p>TigerGPT is a text-generating AI chatbot developed among the internet services of Tiger Brokers (Nasdaq: TIGR), as the first deployment of AI investment assistant in the brokerage industry.</p><p>Tiger GPT leverages the company's vast financial content pool and OpenAI technology. The feature leverages Tiger Brokers' vast content library and its expansive access to paid sources to offer timely and informative responses, including but not limited to, listed companies' profiles and data, an ocean of financial knowledge and investor education materials, and market insights and stock analyses, in a response to users' investment-related queries in easily digestible conversations within a span of seconds, saving time spent on market research and raising efficiency in pre-investment preparation.</p><p>Tiger Brokers is a leading online brokerage firm founded in 2014 with a focus on redefining global investing with technologies for the next generation. Currently, we offer a multitude of quality financial products and services across brokerage, employee stock ownership plan (ESOP) management, investment banking, wealth management, investor community, and investor education.</p><p>TigerGPT is now in the user testing phase and to be rolled out on Tiger Brokers' flagship platform Tiger Trade.</p><p>For inquiries, please contact press@itiger.com.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4528":"SaaS概念","BK4023":"应用软件","TIGR":"老虎证券","BK4587":"ChatGPT概念","BK4551":"寇图资本持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326268606","content_text":"TigerGPT currently the industry's first AI investment assistant and part of Tiger Brokers' broad layout of internet servicesNow in user testing, TigerGPT aims to offer timely market and stock data, conduct investor education, and deliver deep analysis from various sources in seconds, empowering users to make efficient and informed investment decisionsTigerGPT developed as a text-generating AI chatbot on Tiger Brokers' flagship platform Tiger Trade, leveraging the company's vast financial content pool and OpenAI technologySINGAPORE, April 11, 2023 /PRNewswire/ -- TigerGPT, a text-generating AI chatbot developed among Tiger Brokers' vast internet services, is introduced as the first deployment of AI investment assistant in the industry.The feature, now in user testing and soon to be rolled out on the flagship platform Tiger Trade, also makes Tiger Brokers one of a handful of financial institutions offering this OpenAI technology-based service aimed at providing intelligent global investment decision-making support for users.TigerGPT leverages Tiger Brokers' vast content library and its expansive access to paid sources to offer timely and informative responses, including but not limited to, listed companies' profiles and data, an ocean of financial knowledge and investor education materials, and market and stock insights, in a response to users' investment-related queries in easily digestible conversations within a span of seconds. This feature helps save time spent on market research and raises efficiency in pre-investment preparation.In the meantime, TigerGPT is undergoing daily-basis training and absorbing the latest market updates to ensure the interactions are concise and to-the-point, thanks to the company's self-owned meticulous classification and easy navigation of information — two key benchmarks that define Tiger Brokers' ever-improving R&D capabilities.\"At Tiger Brokers, our commitment is to constantly facilitating global investing by placing innovations at the center of every step we take in creating the best possible user experience, boosting our users' overall investing literacy, and bringing more sense to smart investing,\" said Wu Tianhua, founder and CEO of Tiger Brokers. \"No more overwhelmed by the mountains of scattered data and information, we do believe our TigerGPT feature can bring a fresh breeze deeply valued by users, by addressing various queries on investment research, quenching curiosities of specific stocks and industries, and presenting the very piece of information needed in a well-articulated and highly-pertinent manner — all the factors needed before making informed, efficient and smart investments.\"The company's R&D team is also adding more languages in Tiger GPT to its current support in English, Traditional Chinese, and Mandarin Chinese, in tandem with the company's scaling up global expansion.TigerGPT is now undergoing user testing in selected markets. Tiger Trade app users who are interested are welcome to join the test waiting list through the link or in-app banner.Disclaimer:Please note that the information provided by TigerGPT is for reference only, and should not be treated as financial advice. Tiger Brokers shall not be liable in any way in connection with the use of TigerGPT. TigerGPT does not provide any recommendation, all information provided is from the open data source. About TigerGPTTigerGPT is a text-generating AI chatbot developed among the internet services of Tiger Brokers (Nasdaq: TIGR), as the first deployment of AI investment assistant in the brokerage industry.Tiger GPT leverages the company's vast financial content pool and OpenAI technology. The feature leverages Tiger Brokers' vast content library and its expansive access to paid sources to offer timely and informative responses, including but not limited to, listed companies' profiles and data, an ocean of financial knowledge and investor education materials, and market insights and stock analyses, in a response to users' investment-related queries in easily digestible conversations within a span of seconds, saving time spent on market research and raising efficiency in pre-investment preparation.Tiger Brokers is a leading online brokerage firm founded in 2014 with a focus on redefining global investing with technologies for the next generation. Currently, we offer a multitude of quality financial products and services across brokerage, employee stock ownership plan (ESOP) management, investment banking, wealth management, investor community, and investor education.TigerGPT is now in the user testing phase and to be rolled out on Tiger Brokers' flagship platform Tiger Trade.For inquiries, please contact press@itiger.com.","news_type":1},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940209289,"gmtCreate":1677904467842,"gmtModify":1677904471260,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"Thanks for sharing","listText":"Thanks for sharing","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940209289","repostId":"2316341187","repostType":2,"repost":{"id":"2316341187","pubTimestamp":1677902520,"share":"https://ttm.financial/m/news/2316341187?lang=&edition=fundamental","pubTime":"2023-03-04 12:02","market":"us","language":"zh","title":"特斯拉造车三大关键技术前瞻与分析","url":"https://stock-news.laohu8.com/highlight/detail?id=2316341187","media":"虎嗅网","summary":"曾经网友高呼“科技的未来就是电车,而电车的未来就是特斯拉”。特斯拉的股价也借此一路进入“狂飙”模式。然而近两年来,特斯拉的股价却在暴跌与上涨之间反复横条。本期视频就从特斯拉投资者日,聊聊目前特斯拉三大电车技术的前瞻。","content":"<html><body><article><p>曾经网友高呼“科技的未来就是电车,而电车的未来就是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>”。特斯拉的股价也借此一路进入“狂飙”模式。然而近两年来,特斯拉的股价却在暴跌与上涨之间反复横条。本期视频就从特斯拉投资者日,聊聊目前特斯拉三大电车技术的前瞻。</p></article></body></html>","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>特斯拉造车三大关键技术前瞻与分析</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; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉造车三大关键技术前瞻与分析\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-04 12:02 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303041205048415e1c1&s=b><strong>虎嗅网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>曾经网友高呼“科技的未来就是电车,而电车的未来就是特斯拉”。特斯拉的股价也借此一路进入“狂飙”模式。然而近两年来,特斯拉的股价却在暴跌与上涨之间反复横条。本期视频就从特斯拉投资者日,聊聊目前特斯拉三大电车技术的前瞻。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303041205048415e1c1&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4588":"碎股","BK4550":"红杉资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc 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so.","listText":"hope so.","text":"hope 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sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958822892","repostId":"1178461249","repostType":2,"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958822176,"gmtCreate":1673695709295,"gmtModify":1676538875594,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"Thanks for sharing.","listText":"Thanks for sharing.","text":"Thanks for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958822176","repostId":"2303368134","repostType":2,"repost":{"id":"2303368134","pubTimestamp":1673693760,"share":"https://ttm.financial/m/news/2303368134?lang=&edition=fundamental","pubTime":"2023-01-14 18:56","market":"us","language":"zh","title":"俄罗斯:Intel悄悄回来了!还有微软","url":"https://stock-news.laohu8.com/highlight/detail?id=2303368134","media":"快科技","summary":"据报道,Intel已经恢复了在俄罗斯的驱动和软件下载服务,微软也重新开始向俄罗斯用户推送Windows 11自动更新。并且,俄罗斯用户必须通过Intel的下载支持助手工具,才能获得驱动,而不能直接下载。对此,Intel发布了一份官方声明:2022年2月和3月,Intel暂停向俄罗斯、白俄罗斯的所有客户出货(处理器)。2022年4月,Intel宣布暂停在俄罗斯的业务运营。微软则暂未做出回应。","content":"<html><body><article><p>俄乌冲突爆发之后,西方企业纷纷退出俄罗斯、白俄罗斯,关闭所有业务和服务,但是差不多快一年之后,有些企业悄然回去了。</p><p>据报道,<strong>Intel已经恢复了在俄罗斯的驱动和软件下载服务,<a href=\"https://laohu8.com/S/MSFT\">微软</a>也重新开始向俄罗斯用户推送Windows 11自动更新。</strong></p><p>当地时间1月11日起,俄罗斯用户已经可以正常访问Intel下载中心,但必须通过Google、<a href=\"https://laohu8.com/S/YNDX\">Yandex</a>等搜索引擎找到相关入口,因为Intel俄罗斯官网对俄罗斯用户依然处于封锁状态。</p><p>并且,俄罗斯用户必须通过Intel的下载支持助手工具,才能获得驱动,而不能直接下载。</p><p>另外,俄罗斯使用Windows 11的用户可以通过Windows Update获取更新补丁了,但不能下载系统镜像。</p><p>对此,Intel发布了一份官方声明:</p><p><strong>2022年2月和3月,Intel暂停向俄罗斯、白俄罗斯的所有客户<span>出货</span>(处理器)。</strong></p><p><strong>2022年4月,Intel宣布暂停在俄罗斯的业务运营。</strong></p><p><strong>我们的运营策略没有任何变化,在我手里会继续遵循所有出口管制和制裁,包括美国及其盟友国家针对俄罗斯、白俄罗斯制定的制裁和出口限制。</strong></p><p><strong>至于驱动更新,包括访问Intel下载中心、Intel下载支持助手,只是Intel产品服务的一部分。</strong></p><p>微软则暂未做出回应。</p><p>俄罗斯媒体认为,这可能是西方放松管制的一个信号,但未来究竟怎么样还不好说。</p><p>眼下,俄罗斯正以自己的特殊方式,对抗西方封锁,比如允许电影院播放盗版欧美电影。</p></article></body></html>","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>俄罗斯:Intel悄悄回来了!还有微软</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n俄罗斯:Intel悄悄回来了!还有微软\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-14 18:56 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230114185743824fcaa7&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>俄乌冲突爆发之后,西方企业纷纷退出俄罗斯、白俄罗斯,关闭所有业务和服务,但是差不多快一年之后,有些企业悄然回去了。据报道,Intel已经恢复了在俄罗斯的驱动和软件下载服务,微软也重新开始向俄罗斯用户推送Windows 11自动更新。当地时间1月11日起,俄罗斯用户已经可以正常访问Intel下载中心,但必须通过Google、Yandex等搜索引擎找到相关入口,因为Intel俄罗斯官网对俄罗斯用户依然...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230114185743824fcaa7&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","MSFT":"微软","BK4585":"ETF&股票定投概念","BK4529":"IDC概念","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4579":"人工智能","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4141":"半导体产品","INTC":"英特尔","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4512":"苹果概念","BK4554":"元宇宙及AR概念","BK4550":"红杉资本持仓","BK4575":"芯片概念","BK4515":"5G概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230114185743824fcaa7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2303368134","content_text":"俄乌冲突爆发之后,西方企业纷纷退出俄罗斯、白俄罗斯,关闭所有业务和服务,但是差不多快一年之后,有些企业悄然回去了。据报道,Intel已经恢复了在俄罗斯的驱动和软件下载服务,微软也重新开始向俄罗斯用户推送Windows 11自动更新。当地时间1月11日起,俄罗斯用户已经可以正常访问Intel下载中心,但必须通过Google、Yandex等搜索引擎找到相关入口,因为Intel俄罗斯官网对俄罗斯用户依然处于封锁状态。并且,俄罗斯用户必须通过Intel的下载支持助手工具,才能获得驱动,而不能直接下载。另外,俄罗斯使用Windows 11的用户可以通过Windows Update获取更新补丁了,但不能下载系统镜像。对此,Intel发布了一份官方声明:2022年2月和3月,Intel暂停向俄罗斯、白俄罗斯的所有客户出货(处理器)。2022年4月,Intel宣布暂停在俄罗斯的业务运营。我们的运营策略没有任何变化,在我手里会继续遵循所有出口管制和制裁,包括美国及其盟友国家针对俄罗斯、白俄罗斯制定的制裁和出口限制。至于驱动更新,包括访问Intel下载中心、Intel下载支持助手,只是Intel产品服务的一部分。微软则暂未做出回应。俄罗斯媒体认为,这可能是西方放松管制的一个信号,但未来究竟怎么样还不好说。眼下,俄罗斯正以自己的特殊方式,对抗西方封锁,比如允许电影院播放盗版欧美电影。","news_type":1},"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953633232,"gmtCreate":1673231280427,"gmtModify":1676538802763,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"Informative. Thanks for sharing.","listText":"Informative. Thanks for sharing.","text":"Informative. Thanks for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953633232","repostId":"2302374564","repostType":2,"repost":{"id":"2302374564","pubTimestamp":1673230414,"share":"https://ttm.financial/m/news/2302374564?lang=&edition=fundamental","pubTime":"2023-01-09 10:13","market":"us","language":"zh","title":"股市和人民币,2023要大反转了?","url":"https://stock-news.laohu8.com/highlight/detail?id=2302374564","media":"虎嗅","summary":"人民币或升破6.8","content":"<html><body><p><span label=\"备注\">本文来自微信公众号:</span><span>秦朔朋友圈 (ID:qspyq2015)</span><span>,作者:Irene Zhou,题图来自:<a href=\"https://laohu8.com/S/000681\">视觉中国</a></span></p><p>新年伊始,随着中国多地发布新冠感染“乙类乙管”实施方案,国际资金做多中国的情绪逐渐升温,人民币一路高歌猛进、逼近6.8,较前期最弱的水平升值8%;上证综指也反弹追3150附近,1月5日,北向资金更是大幅净流入127.53亿元。</p><p>2023年,一切真的要反转了吗?市场反转的程度又将如何?</p><p label=\"大标题\">一、人民币或升破6.8</p><p>2022年全年,人民币对美元贬值7.86%,在亚洲主要货币中排名居中。2022年,国际机构对人民币的预测点位一调再调<span label=\"备注\">(向贬值的方向)</span>,7.5甚至是7.8的预测点位并不少见。</p><p>然而,2023年的共识则是,人民币将一扫阴霾,并持续企稳回升。多数机构预计2023年人民币将走强,部分较为乐观的机构将全年预测点位放在了6.7附近。</p><p>截至上周五收盘,<a href=\"https://laohu8.com/S/USDCNY.FOREX\">美元/人民币</a>报6.8385,<a href=\"https://laohu8.com/S/USDCNH.FOREX\">美元/离岸人民币</a>报6.8291,显然境外做多人民币的情绪甚至强于境内。</p><p>去年一段时间,由于离岸人民币一度大幅走弱至7.4附近,加之美国加息背景下中美利差大幅倒挂,因此离岸市场做多美元对人民币的套息交易,不仅可以赚取息差,还能赚取美元走强的部分。但如今这种交易已经逆转,助推了人民币走强。</p><p>此外,亦有市场人士表示,此前在7附近结汇的企业数量亦不少,不乏一些地方12月的结汇因疫情积压到现在,不排除这也对汇率构成一定支撑。</p><p>值得一提的是,经常账户顺差和国际资金的流入量都是支撑汇率的“真金白银”。就前者而言, 由于海外衰退预期升温,2023年中国的出口可能面临大幅放缓的压力,导致过去两年的大幅经常账户顺差不复存在。</p><p>例如,瑞银中国首席经济学家汪涛认为,以美元计价,中国2023年进出口将同步下降4%。当然服务业进出口也很重要,尤其是旅游,出境游今年可能会增加更快,即服务业进口增加,体现为经常账户顺差会从去年底的2.8%降至2%。</p><p>对GDP的影响需要看实际出口和进口,实际进口预计增长2%,出口小幅下降,净出口预计为-0.6%,但这一项在2022年对GDP的贡献则为1.5%,体现为今年净出口将拖累GDP和汇率。</p><p>但汪涛仍预计人民币今年将对美元升值,因为比起经常账户顺差的幅度,今年中美的相对增速和美元走势更重要,美元开始对日元、欧元贬值,中美利差开始收窄,市场对中国的信心也开始回升。</p><p>巴克莱方面则表示,重新开放的过程必然会给中国的国际收支平衡带来负面影响,但人民币还是将大概率对美元反弹,只是可能幅度会小于其他发达国家货币。此外,中国经济复苏应会提振亚太地区的高贝塔货币,例如韩元、依赖旅游业的泰铢和马来西亚林吉特。</p><p>多数机构认为,中国经济将在2023年迎来复苏,与此同时,在支持经济增长方面,政策基调已不再那么犹豫,而是将重点放在国内消费上。</p><p>就后者<span label=\"备注\">(国际资金流入)</span>而言,2022年北向资金只流入了不到600亿元,远低于2021年的4000亿元,但今年有望加速。</p><p>野村东方国际证券研究部首席策略分析师高挺认为,美联储快速加息的进程已经进入后期,这对新兴市场是有利的,2023年资金可能会回流新兴市场。同时,美国经济衰退的可能性会使国际投资者在其他领域寻找投资机会。该机构判断2023年中国经济复苏,尤其是在二季度之后复苏更趋明显,北向资金的流入量有可能会较2022年增加,外资有望成为全年额外的流动性亮点。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>判断,在基本假设下,未来十年,每年都会有接近600亿美元的资金进入A股。到2031年,外资持有A股的市值占比将达到8%。</p><p label=\"大标题\">二、强美元或临近尾声</p><p>强美元临近尾声的判断对人民币也是关键。尽管各大机构预计美联储2023年至少还要加息2~3次,每次25BP,但比起2022年400BP的全年加息幅度,可以说目前美联储的紧缩政策已接近尾声。</p><p><a href=\"https://laohu8.com/S/USDindex.FOREX\">美元指数</a>在2022年最高突破了114大关,而在11月10日,由于美国CPI数据远弱于预期,美元指数从110.30下跌至11月底的106.28。自此,该指数形成了下行通道,直到2022年年底,过去一周美元指数收于103.6。</p><p>按照“美元微笑理论”,美元在避险情绪高涨和美国经济强劲的阶段都会走强,而经济表现疲软的周期<span label=\"备注\">(利率到达峰值,美联储开始降息)</span>将拖累美元下行。我们可能正在经历后者。</p><p>就连该理论的提出者Stephen Jen都认为,2023年适合做空美元。从美元指数的周线图来看,103.30附近将成为关键分水岭,跌破该点位将意味着2021年5月开始的上升趋势被打破,指数可能跌向长达12年的上升通道下轨。</p><p>也有观点认为,如果美国通胀一直居高不下,那么美联储加息的强度也可能远超预期,导致美元反扑。但就目前而言,多数观点包括美联储都认为利率将在2023年维持在5.1%这附近,美联储预计2023年将回落至3.5%,仍高于2%的目标,但2024年后会逐渐回归目标。</p><p>瑞银全球首席经济学家Arend Kapteyn近期表示,他对通胀预期更偏乐观,并不认为通胀会一直居高不下。能源、房价、商品价格、非住房类服务价格等都是通胀的关键构成。</p><p>尽管油价很难判断,但期货远期曲线目前显示 ,油价将会下降<span label=\"备注\">(衰退担忧的利空暂时战胜了原油长期投资不足的利多)</span>;商品通胀已经下降,年化增速回落到了0%附近,该项去年还贡献了3%的通胀,现在已回归到了疫情前的水平;在服务通胀中,住房和非住房<span label=\"备注\">(租车、酒店等)</span>是主要构成,其中住房比较粘性,即租金价格居高不下,也备受美联储关注。</p><p>但Arend Kapteyn提出,最新挂牌的租金价格<span label=\"备注\">(listed rent)</span>已经回到了疫情前的增速,大概在3%~4%<span label=\"备注\">(即若用这一指标计算,租金对通胀的贡献其实是0)</span>,但CPI中测算的租金则仍显示高达7%,这是因为租约往往以长期租约为主,到期后再按照市场最新价格续签会存在一定的时滞,但最终CPI测算的租金会开始反映目前市场租金价格的下降。</p><p>当然薪资增速居高不下<span label=\"备注\">(逼近5%)</span>也对通胀构成上行压力。但瑞银认为,历史上<span label=\"备注\">(80年代以来)</span>,工资很难大幅传导到价格,这主要由于美国是高度竞争市场。去年的传导主要是因为疫情导致的商品短缺,但今年已逐步回归正常,更多证据证明定价能力开始下降,因而较高的薪资增速可能更多导致的是企业盈利下降<span label=\"备注\">(影响美股盈利)</span>,但并不一定进一步导致更高的通胀。</p><p>如果这一判断成真,那么美联储在2023年可能还会加息2~3次<span label=\"备注\">(每次25BP)</span>,幅度不会出乎意料。一旦衰退压力加剧、就业开始松动,市场认为并不能排除2024年或更早降息。不过考虑到政治压力,即使2023年届时经济衰退迹象趋于显著,但通胀若维持在3%以上,美联储很难就此降息。只不过一旦降息,可能速度都会比较快。</p><p label=\"大标题\">三、资金开始回流中国股市</p><p>1月5日,北向资金的大幅涌入点燃了A股的情绪。事实上,从去年10月以来,北向资金的强弱,就成为人民币走势的主要驱动因素,这其实反映出国际市场对中国的情绪。</p><p>当日,一众外资重仓股都获得大幅净买入,<a href=\"https://laohu8.com/S/000858\">五粮液</a>、<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>、<a href=\"https://laohu8.com/S/601318\">中国平安</a>分别净买入15.32亿元、14.02亿元、7.73亿元。早在12月,笔者就提及,“超配中国”开始成为国际机构更强的共识,去年机构对中国的仓位较低,存在提升空间。</p><p>目前,估值处于偏低水平是共识,高挺认为,目前11倍的估值已接近2020年疫情刚暴发后下跌的低点和2018年年末甚至是2016年年初的低点。2022年的沪深300盈利增速为1%,他预计2023年将回升到9%。</p><p>就板块复苏的先后顺序而言,他认为,在经济复苏预期的带动之下,预计对经济表现高度敏感的周期领域,以及符合中长期经济成长趋势的行业有望交替成为市场关注的焦点。</p><p>“市场将先于经济实质性改善而提前出现快速的估值修复,这有利于投资者信心的恢复。在经济回归增长的初期,伴随复苏确定性的增强,A股市场有望率先迎来周期股的估值回升,尤其是其中具有估值和业绩双重修复空间的行业。”他认为,驱动一季度超额盈利的主要机会来自估值弹性,家电、传媒、医药和农业等行业在一季度最值得关注。</p><p>在经济复苏的拐点确立后,市场的关注点将回归成长,野村认为,需要关注符合二十大报告和“十四五”规划发展方向的新成长领域:</p><p>一是科技自立,政策攻坚带动制造业设备及资产质量升级<span label=\"备注\">(工业母机和半导体设备行业的头部国资企业)</span>;</p><p label=\"正文\">二是能源自立,新能源赛道内部的旗手交接<span label=\"备注\">(储能、风电“海风”和光伏设备行业)</span>;</p><p>三是文化自立,优质高效服务业的升级<span label=\"备注\">(文娱、游戏、旅游等)</span>。</p><p>整体而言,多数机构重点看好三大投资主线,包括受益于新冠“乙类乙管”实施方案的消费复苏、估值已回归合理水平的高景气成长板块以及地产相关产业链的修复机会。</p><p>从海外国家表现来看,管控放开后,社零数据的提升比较明显,多数国家的消费水平能恢复到疫情前水平。对于居民资金充裕的国家,可选消费品类零售额明显提升,比如美国、英国、新加坡的服装、娱乐用品业等;而居民资金不太充裕的国家,汽车产业链的消费则明显提升,比如韩国、泰国、印度尼西亚的汽车零部件、燃料等。</p><p>我国防控优化政策实施后,需要经历一定的阵痛期,但预计很快将实现恢复。消费恢复后,必选消费的修复速度将快于可选消费,商品消费则快于服务消费,但可选消费和服务消费行业后期弹性最大。全年消费增速有望提升,机构仍看好受益于疫后复苏的食品饮料、汽车、医疗服务、消费等领域。</p><p>还有一些国际投资者则将眼光瞄准在港股和在美上市的中概股。摩根士丹利就认为,离岸中国市场2023年的弹性可能更高于A股。北京时间1月5日收盘,纳斯达克金龙中国指数收涨8.57%,报7551.32点,为去年8月31日以来首次重新站上7500点,该指数在新年首个交易日收涨3.8%,2023年头两个交易日累涨12.65%,创下史上最佳开局。</p><p>目前,中概股退市风险基本解除。据笔者了解,不少国际机构此前开始增配对互联网公司,甚至有美资基金一早配置超跌的中国互联网公司,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、美团等都在列。常态化监管、平台公司降本成效凸显等有助于提振投资者的信心。</p><p>国际投行Jefferies表示,就离岸市场的中国股票而言,电商、短视频、物流、娱乐、AI解决方案和应用、金融科技等方面都有值得推荐的主题。</p><p>具体来看,领先的电商和本地服务公司<a href=\"https://laohu8.com/S/JD\">京东</a>、阿里巴巴、美团处于有利位置,可能会最先受益于经济重启的提振;此外,物流企业中通、圆通、<a href=\"https://laohu8.com/S/YMM\">满帮</a>将受益于较强的执行力和市场份额的增长;拥有良好的执行力的快手将受益于短视频发展趋势;就垂直行业而言,包括在线旅行领域的携程和同程、在线招聘企业<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a>、在线汽车门户<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>和在线房产平台贝壳找房等,都可能受益于经济重启。</p><p><span label=\"备注\">本文来自微信公众号:</span><span>秦朔朋友圈 (ID:qspyq2015)</span><span>,作者:Irene Zhou</span></p></body></html>","source":"highlight_huxiu","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>股市和人民币,2023要大反转了?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n股市和人民币,2023要大反转了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-09 10:13 北京时间 <a href=https://www.huxiu.com/article/764658.html><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文来自微信公众号:秦朔朋友圈 (ID:qspyq2015),作者:Irene Zhou,题图来自:视觉中国新年伊始,随着中国多地发布新冠感染“乙类乙管”实施方案,国际资金做多中国的情绪逐渐升温,人民币一路高歌猛进、逼近6.8,较前期最弱的水平升值8%;上证综指也反弹追3150附近,1月5日,北向资金更是大幅净流入127.53亿元。2023年,一切真的要反转了吗?市场反转的程度又将如何?一、人民币...</p>\n\n<a href=\"https://www.huxiu.com/article/764658.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.huxiucdn.com/article/cover/202301/09/091438488589.jpg?imageView2/1/w/720/h/405/|imageMogr2/strip/interlace/1/quality/85/format/jpg","relate_stocks":{"161125":"标普500","513500":"标普500ETF","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","BK4585":"ETF&股票定投概念","QQQ":"纳指100ETF","DOG":"道指反向ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","DXD":"道指两倍做空ETF","SH":"标普500反向ETF","QID":"纳指两倍做空ETF","IVV":"标普500指数ETF","BK4504":"桥水持仓","SSO":"两倍做多标普500ETF","BK4581":"高盛持仓","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares",".DJI":"道琼斯","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","BK4550":"红杉资本持仓",".SPX":"S&P 500 Index","BK4559":"巴菲特持仓","QLD":"纳指两倍做多ETF","OEX":"标普100","PSQ":"纳指反向ETF","SPY":"标普500ETF","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF","SDS":"两倍做空标普500ETF","BK4534":"瑞士信贷持仓"},"source_url":"https://www.huxiu.com/article/764658.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302374564","content_text":"本文来自微信公众号:秦朔朋友圈 (ID:qspyq2015),作者:Irene Zhou,题图来自:视觉中国新年伊始,随着中国多地发布新冠感染“乙类乙管”实施方案,国际资金做多中国的情绪逐渐升温,人民币一路高歌猛进、逼近6.8,较前期最弱的水平升值8%;上证综指也反弹追3150附近,1月5日,北向资金更是大幅净流入127.53亿元。2023年,一切真的要反转了吗?市场反转的程度又将如何?一、人民币或升破6.82022年全年,人民币对美元贬值7.86%,在亚洲主要货币中排名居中。2022年,国际机构对人民币的预测点位一调再调(向贬值的方向),7.5甚至是7.8的预测点位并不少见。然而,2023年的共识则是,人民币将一扫阴霾,并持续企稳回升。多数机构预计2023年人民币将走强,部分较为乐观的机构将全年预测点位放在了6.7附近。截至上周五收盘,美元/人民币报6.8385,美元/离岸人民币报6.8291,显然境外做多人民币的情绪甚至强于境内。去年一段时间,由于离岸人民币一度大幅走弱至7.4附近,加之美国加息背景下中美利差大幅倒挂,因此离岸市场做多美元对人民币的套息交易,不仅可以赚取息差,还能赚取美元走强的部分。但如今这种交易已经逆转,助推了人民币走强。此外,亦有市场人士表示,此前在7附近结汇的企业数量亦不少,不乏一些地方12月的结汇因疫情积压到现在,不排除这也对汇率构成一定支撑。值得一提的是,经常账户顺差和国际资金的流入量都是支撑汇率的“真金白银”。就前者而言, 由于海外衰退预期升温,2023年中国的出口可能面临大幅放缓的压力,导致过去两年的大幅经常账户顺差不复存在。例如,瑞银中国首席经济学家汪涛认为,以美元计价,中国2023年进出口将同步下降4%。当然服务业进出口也很重要,尤其是旅游,出境游今年可能会增加更快,即服务业进口增加,体现为经常账户顺差会从去年底的2.8%降至2%。对GDP的影响需要看实际出口和进口,实际进口预计增长2%,出口小幅下降,净出口预计为-0.6%,但这一项在2022年对GDP的贡献则为1.5%,体现为今年净出口将拖累GDP和汇率。但汪涛仍预计人民币今年将对美元升值,因为比起经常账户顺差的幅度,今年中美的相对增速和美元走势更重要,美元开始对日元、欧元贬值,中美利差开始收窄,市场对中国的信心也开始回升。巴克莱方面则表示,重新开放的过程必然会给中国的国际收支平衡带来负面影响,但人民币还是将大概率对美元反弹,只是可能幅度会小于其他发达国家货币。此外,中国经济复苏应会提振亚太地区的高贝塔货币,例如韩元、依赖旅游业的泰铢和马来西亚林吉特。多数机构认为,中国经济将在2023年迎来复苏,与此同时,在支持经济增长方面,政策基调已不再那么犹豫,而是将重点放在国内消费上。就后者(国际资金流入)而言,2022年北向资金只流入了不到600亿元,远低于2021年的4000亿元,但今年有望加速。野村东方国际证券研究部首席策略分析师高挺认为,美联储快速加息的进程已经进入后期,这对新兴市场是有利的,2023年资金可能会回流新兴市场。同时,美国经济衰退的可能性会使国际投资者在其他领域寻找投资机会。该机构判断2023年中国经济复苏,尤其是在二季度之后复苏更趋明显,北向资金的流入量有可能会较2022年增加,外资有望成为全年额外的流动性亮点。摩根士丹利判断,在基本假设下,未来十年,每年都会有接近600亿美元的资金进入A股。到2031年,外资持有A股的市值占比将达到8%。二、强美元或临近尾声强美元临近尾声的判断对人民币也是关键。尽管各大机构预计美联储2023年至少还要加息2~3次,每次25BP,但比起2022年400BP的全年加息幅度,可以说目前美联储的紧缩政策已接近尾声。美元指数在2022年最高突破了114大关,而在11月10日,由于美国CPI数据远弱于预期,美元指数从110.30下跌至11月底的106.28。自此,该指数形成了下行通道,直到2022年年底,过去一周美元指数收于103.6。按照“美元微笑理论”,美元在避险情绪高涨和美国经济强劲的阶段都会走强,而经济表现疲软的周期(利率到达峰值,美联储开始降息)将拖累美元下行。我们可能正在经历后者。就连该理论的提出者Stephen Jen都认为,2023年适合做空美元。从美元指数的周线图来看,103.30附近将成为关键分水岭,跌破该点位将意味着2021年5月开始的上升趋势被打破,指数可能跌向长达12年的上升通道下轨。也有观点认为,如果美国通胀一直居高不下,那么美联储加息的强度也可能远超预期,导致美元反扑。但就目前而言,多数观点包括美联储都认为利率将在2023年维持在5.1%这附近,美联储预计2023年将回落至3.5%,仍高于2%的目标,但2024年后会逐渐回归目标。瑞银全球首席经济学家Arend Kapteyn近期表示,他对通胀预期更偏乐观,并不认为通胀会一直居高不下。能源、房价、商品价格、非住房类服务价格等都是通胀的关键构成。尽管油价很难判断,但期货远期曲线目前显示 ,油价将会下降(衰退担忧的利空暂时战胜了原油长期投资不足的利多);商品通胀已经下降,年化增速回落到了0%附近,该项去年还贡献了3%的通胀,现在已回归到了疫情前的水平;在服务通胀中,住房和非住房(租车、酒店等)是主要构成,其中住房比较粘性,即租金价格居高不下,也备受美联储关注。但Arend Kapteyn提出,最新挂牌的租金价格(listed rent)已经回到了疫情前的增速,大概在3%~4%(即若用这一指标计算,租金对通胀的贡献其实是0),但CPI中测算的租金则仍显示高达7%,这是因为租约往往以长期租约为主,到期后再按照市场最新价格续签会存在一定的时滞,但最终CPI测算的租金会开始反映目前市场租金价格的下降。当然薪资增速居高不下(逼近5%)也对通胀构成上行压力。但瑞银认为,历史上(80年代以来),工资很难大幅传导到价格,这主要由于美国是高度竞争市场。去年的传导主要是因为疫情导致的商品短缺,但今年已逐步回归正常,更多证据证明定价能力开始下降,因而较高的薪资增速可能更多导致的是企业盈利下降(影响美股盈利),但并不一定进一步导致更高的通胀。如果这一判断成真,那么美联储在2023年可能还会加息2~3次(每次25BP),幅度不会出乎意料。一旦衰退压力加剧、就业开始松动,市场认为并不能排除2024年或更早降息。不过考虑到政治压力,即使2023年届时经济衰退迹象趋于显著,但通胀若维持在3%以上,美联储很难就此降息。只不过一旦降息,可能速度都会比较快。三、资金开始回流中国股市1月5日,北向资金的大幅涌入点燃了A股的情绪。事实上,从去年10月以来,北向资金的强弱,就成为人民币走势的主要驱动因素,这其实反映出国际市场对中国的情绪。当日,一众外资重仓股都获得大幅净买入,五粮液、贵州茅台、中国平安分别净买入15.32亿元、14.02亿元、7.73亿元。早在12月,笔者就提及,“超配中国”开始成为国际机构更强的共识,去年机构对中国的仓位较低,存在提升空间。目前,估值处于偏低水平是共识,高挺认为,目前11倍的估值已接近2020年疫情刚暴发后下跌的低点和2018年年末甚至是2016年年初的低点。2022年的沪深300盈利增速为1%,他预计2023年将回升到9%。就板块复苏的先后顺序而言,他认为,在经济复苏预期的带动之下,预计对经济表现高度敏感的周期领域,以及符合中长期经济成长趋势的行业有望交替成为市场关注的焦点。“市场将先于经济实质性改善而提前出现快速的估值修复,这有利于投资者信心的恢复。在经济回归增长的初期,伴随复苏确定性的增强,A股市场有望率先迎来周期股的估值回升,尤其是其中具有估值和业绩双重修复空间的行业。”他认为,驱动一季度超额盈利的主要机会来自估值弹性,家电、传媒、医药和农业等行业在一季度最值得关注。在经济复苏的拐点确立后,市场的关注点将回归成长,野村认为,需要关注符合二十大报告和“十四五”规划发展方向的新成长领域:一是科技自立,政策攻坚带动制造业设备及资产质量升级(工业母机和半导体设备行业的头部国资企业);二是能源自立,新能源赛道内部的旗手交接(储能、风电“海风”和光伏设备行业);三是文化自立,优质高效服务业的升级(文娱、游戏、旅游等)。整体而言,多数机构重点看好三大投资主线,包括受益于新冠“乙类乙管”实施方案的消费复苏、估值已回归合理水平的高景气成长板块以及地产相关产业链的修复机会。从海外国家表现来看,管控放开后,社零数据的提升比较明显,多数国家的消费水平能恢复到疫情前水平。对于居民资金充裕的国家,可选消费品类零售额明显提升,比如美国、英国、新加坡的服装、娱乐用品业等;而居民资金不太充裕的国家,汽车产业链的消费则明显提升,比如韩国、泰国、印度尼西亚的汽车零部件、燃料等。我国防控优化政策实施后,需要经历一定的阵痛期,但预计很快将实现恢复。消费恢复后,必选消费的修复速度将快于可选消费,商品消费则快于服务消费,但可选消费和服务消费行业后期弹性最大。全年消费增速有望提升,机构仍看好受益于疫后复苏的食品饮料、汽车、医疗服务、消费等领域。还有一些国际投资者则将眼光瞄准在港股和在美上市的中概股。摩根士丹利就认为,离岸中国市场2023年的弹性可能更高于A股。北京时间1月5日收盘,纳斯达克金龙中国指数收涨8.57%,报7551.32点,为去年8月31日以来首次重新站上7500点,该指数在新年首个交易日收涨3.8%,2023年头两个交易日累涨12.65%,创下史上最佳开局。目前,中概股退市风险基本解除。据笔者了解,不少国际机构此前开始增配对互联网公司,甚至有美资基金一早配置超跌的中国互联网公司,拼多多、阿里巴巴、美团等都在列。常态化监管、平台公司降本成效凸显等有助于提振投资者的信心。国际投行Jefferies表示,就离岸市场的中国股票而言,电商、短视频、物流、娱乐、AI解决方案和应用、金融科技等方面都有值得推荐的主题。具体来看,领先的电商和本地服务公司京东、阿里巴巴、美团处于有利位置,可能会最先受益于经济重启的提振;此外,物流企业中通、圆通、满帮将受益于较强的执行力和市场份额的增长;拥有良好的执行力的快手将受益于短视频发展趋势;就垂直行业而言,包括在线旅行领域的携程和同程、在线招聘企业BOSS直聘、在线汽车门户汽车之家和在线房产平台贝壳找房等,都可能受益于经济重启。本文来自微信公众号:秦朔朋友圈 (ID:qspyq2015),作者:Irene Zhou","news_type":1},"isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950574491,"gmtCreate":1672797281313,"gmtModify":1676538738561,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"Like its share. Luckly all survived.","listText":"Like its share. Luckly all survived.","text":"Like its share. Luckly all survived.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950574491","repostId":"2300971884","repostType":2,"repost":{"id":"2300971884","pubTimestamp":1672796210,"share":"https://ttm.financial/m/news/2300971884?lang=&edition=fundamental","pubTime":"2023-01-04 09:36","market":"us","language":"zh","title":"一辆特斯拉跌落山崖,车内四人全部存活","url":"https://stock-news.laohu8.com/highlight/detail?id=2300971884","media":"新浪财经","summary":"盖世汽车讯 据报道,加利福尼亚州圣马特奥县 官方表示,1月2日早上一辆特斯拉汽车从高达250英尺的悬崖上坠落,车内两名成人和两名儿童均成功获救。 加州消防局沿海地区消防事件指挥官Brian Pottenger透露,车辆在跌落过程中发生了翻转,最终四轮着地落在地面上。加州公路巡警在社交媒体上发布的视频显示,直升机将紧急救援人员送到了现场,并将车内的两个成年人解救了出来。目前尚不清楚车辆坠崖的原因,加州公路巡警正在对此进行调查。","content":"<html><body><div>\n<p cms-style=\"font-L\"> 盖世汽车讯 据报道,加利福尼亚州圣马特奥县(San Mateo County)官方表示,1月2日早上一辆<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>汽车从高达250英尺(约76米)的悬崖上坠落,车内两名成人和两名儿童均成功获救。</p>\n<p cms-style=\"font-L\"> 加州消防局圣马特奥-圣克鲁兹分局透露,涉事车辆当时正在<a href=\"https://laohu8.com/S/601099\">太平洋</a>海岸高速公路上向南行驶,随后掉落到了汤姆-兰托斯(Tom Lantos)隧道以南的魔鬼滑道(Devil’s Slide)悬崖,最终落在下面的水边附近。</p>\n<p cms-style=\"font-L\"> 加州消防局沿海地区消防事件指挥官Brian Pottenger透露,车辆在跌落过程中发生了翻转,最终四轮着地落在地面上。有目击者看到了这起事故,并拨打了911报警电话。</p>\n<div><img src=\"http://n.sinaimg.cn/spider20230104/200/w640h360/20230104/a8da-0afaf1dd7adfb89adaf4ad6ba1e8c6c3.png\"/><span>图片来源:CNBC</span></div>\n<p cms-style=\"font-L\"> 当救援人员到达现场时,他们通过望远镜看到前排座位上有人移动,这意味着车内有人员幸存。Pottenger说道:“在发现车内有人存活之后,我们实际上非常震惊。那一刻我们看到了希望。”</p>\n<p cms-style=\"font-L\"> 消防官员要求直升飞机将幸存者带到安全地带。在他们等待的过程中,消防员来到现场,救出了两名儿童。加州公路巡警在社交媒体上发布的视频显示,直升机将紧急救援人员送到了现场,并将车内的两个成年人解救了出来。</p>\n<p cms-style=\"font-L\"> 救援结束后,四名伤者都被送到了医院。圣马特奥警长办公室透露,两名成年人没有生命危险,两名未成年人没有受伤。目前尚不清楚车辆坠崖的原因,加州公路巡警正在对此进行调查。</p>\n<div>\n<span>炒股开户享福利,入金抽188元红包,100%中奖!</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:于健 SF069</p>\n</div></body></html>","source":"sina_us","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>一辆特斯拉跌落山崖,车内四人全部存活</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; 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class=\"title\">\n一辆特斯拉跌落山崖,车内四人全部存活\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-04 09:36 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2023-01-04/doc-imxyyrat5862971.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>盖世汽车讯 据报道,加利福尼亚州圣马特奥县(San Mateo County)官方表示,1月2日早上一辆特斯拉汽车从高达250英尺(约76米)的悬崖上坠落,车内两名成人和两名儿童均成功获救。\n 加州消防局圣马特奥-圣克鲁兹分局透露,涉事车辆当时正在太平洋海岸高速公路上向南行驶,随后掉落到了汤姆-兰托斯(Tom Lantos)隧道以南的魔鬼滑道(Devil’s Slide)悬崖,最终落在下面的水边...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-01-04/doc-imxyyrat5862971.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://n.sinaimg.cn/front20230104ac/200/w640h360/20230104/413b-a3924968304f1c9c71c42cf36b130db7.png","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4527":"明星科技股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) 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SGD-H"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-01-04/doc-imxyyrat5862971.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2300971884","content_text":"盖世汽车讯 据报道,加利福尼亚州圣马特奥县(San Mateo County)官方表示,1月2日早上一辆特斯拉汽车从高达250英尺(约76米)的悬崖上坠落,车内两名成人和两名儿童均成功获救。\n 加州消防局圣马特奥-圣克鲁兹分局透露,涉事车辆当时正在太平洋海岸高速公路上向南行驶,随后掉落到了汤姆-兰托斯(Tom Lantos)隧道以南的魔鬼滑道(Devil’s Slide)悬崖,最终落在下面的水边附近。\n 加州消防局沿海地区消防事件指挥官Brian Pottenger透露,车辆在跌落过程中发生了翻转,最终四轮着地落在地面上。有目击者看到了这起事故,并拨打了911报警电话。\n图片来源:CNBC\n 当救援人员到达现场时,他们通过望远镜看到前排座位上有人移动,这意味着车内有人员幸存。Pottenger说道:“在发现车内有人存活之后,我们实际上非常震惊。那一刻我们看到了希望。”\n 消防官员要求直升飞机将幸存者带到安全地带。在他们等待的过程中,消防员来到现场,救出了两名儿童。加州公路巡警在社交媒体上发布的视频显示,直升机将紧急救援人员送到了现场,并将车内的两个成年人解救了出来。\n 救援结束后,四名伤者都被送到了医院。圣马特奥警长办公室透露,两名成年人没有生命危险,两名未成年人没有受伤。目前尚不清楚车辆坠崖的原因,加州公路巡警正在对此进行调查。\n\n炒股开户享福利,入金抽188元红包,100%中奖!\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:于健 SF069","news_type":1},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950890623,"gmtCreate":1672711410162,"gmtModify":1676538723497,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"Thanks for sharing.","listText":"Thanks for sharing.","text":"Thanks for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950890623","repostId":"2300104964","repostType":2,"repost":{"id":"2300104964","pubTimestamp":1672712867,"share":"https://ttm.financial/m/news/2300104964?lang=&edition=fundamental","pubTime":"2023-01-03 10:27","market":"hk","language":"en","title":"Why has the Core Lithium share price fallen 26% in a month?","url":"https://stock-news.laohu8.com/highlight/detail?id=2300104964","media":"MotleyFool","summary":"The Core Lithium Ltd (ASX: CXO) share price has tumbled over the past month. \nCore Lithium shares ha","content":"<html><body><div>\n<p>The <strong>Core Lithium Ltd </strong>(ASX: CXO) share price has tumbled over the past month. </p>\n<p>Core Lithium shares have descended nearly 26% since market close on 2 December and are currently fetching $1.02. For perspective, the <strong>S&P/ASX 200</strong> (ASX: XJO) has shed 4% in the last month. </p>\n<p>So what has been going on with the Core Lithium lately? </p>\n<h2>What’s impacted Core Lithium in December? </h2>\n<p>Core Lithium is not the only ASX lithium share that has fallen in the last month. <strong><a href=\"https://laohu8.com/S/PLS.AU\">Pilbara Minerals Ltd</a></strong> (ASX: PLS) shares have slid 26% in a month, while <strong><a href=\"https://laohu8.com/S/SYA.AU\">Sayona Mining Ltd</a></strong> (ASX: SYA) shares have lost 19%. </p>\n<p>Core Lithium shares plunged nearly 30% between market close on 2 December and 28 December before finishing the year on a high. </p>\n<p>A bearish note out of Goldman Sachs may have weighed on the company’s shares in early December. The broker put a sell rating on Core Lithium with a $1 price target. The commodity team at Goldman predicted lithium prices would start to fall in the second half of 2023. Analysts said: </p>\n<blockquote><p>Our commodity team now expect lithium prices through 1H23 to reflect the near-term tightness and lagging spodumene contract price pass-through before declining over 2H23.</p></blockquote>\n<p>Electric vehicle demand concerns, the performance of US lithium shares, and the lithium price also weighed on ASX lithium shares in December. </p>\n<p>The lithium carbonate price descended 15.6% from CNY 562,500 on 1 December to CNY 474,500 on 30 December.</p>\n<p>On the US market, <strong>Livent Corp </strong>(NYSE: LTHM) shares have shed 24% in the last month, while <strong>Sociedad Quimica y Minera de Chile</strong> (NYSE: SQM) shares have lost 16%. </p>\n<p>In positive news for Core Lithium in December, the team at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> lifted its outlook on the Core Lithium share price to outperform with a $1.30 price target on the share price. This implies a 28% upside based on the current share price. </p>\n<p>Macquarie is optimistic about the company’s ability to generate bumper free cash flow in the 2024 and 2025 financial years. </p>\n<p>Core Lithium loaded the first shipment of 1.4% lithium oxide direct shipping ore from the Finniss mine on December 30. The ship containing 15,000 dmt of lithium oxide is bound for China from Darwin. Core Lithium shares soared nearly 6% on this day. </p>\n<p>Commenting on this news, CEO Gareth Manderson said: </p>\n<blockquote><p>Core has made good progress during 2022 to transition from a mine developer to lithium producer. In 2023 we will continue this transition and the work required to build a quality operating business.”</p></blockquote>\n<h2>Core Lithium share price snapshot </h2>\n<p>The Core Lithium share price has soared 73% in the past 52 weeks. </p>\n<div></div>\n<p>Core Lithium has a market capitalisation of nearly $1.9 billion based on the current share price. </p>\n</div></body></html>","source":"motleyfoolau_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why has the Core Lithium share price fallen 26% in a month?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy has the Core Lithium share price fallen 26% in a month?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-03 10:27 GMT+8 <a href=https://www.fool.com.au/2023/01/03/why-has-the-core-lithium-share-price-fallen-26-in-a-month/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Core Lithium Ltd (ASX: CXO) share price has tumbled over the past month. \nCore Lithium shares have descended nearly 26% since market close on 2 December and are currently fetching $1.02. For ...</p>\n\n<a href=\"https://www.fool.com.au/2023/01/03/why-has-the-core-lithium-share-price-fallen-26-in-a-month/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4529":"IDC概念","BK4585":"ETF&股票定投概念","INTC":"英特尔","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4579":"人工智能","BK4512":"苹果概念","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4141":"半导体产品","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4554":"元宇宙及AR概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4515":"5G概念"},"source_url":"https://www.fool.com.au/2023/01/03/why-has-the-core-lithium-share-price-fallen-26-in-a-month/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2300104964","content_text":"The Core Lithium Ltd (ASX: CXO) share price has tumbled over the past month. \nCore Lithium shares have descended nearly 26% since market close on 2 December and are currently fetching $1.02. For perspective, the S&P/ASX 200 (ASX: XJO) has shed 4% in the last month. \nSo what has been going on with the Core Lithium lately? \nWhat’s impacted Core Lithium in December? \nCore Lithium is not the only ASX lithium share that has fallen in the last month. Pilbara Minerals Ltd (ASX: PLS) shares have slid 26% in a month, while Sayona Mining Ltd (ASX: SYA) shares have lost 19%. \nCore Lithium shares plunged nearly 30% between market close on 2 December and 28 December before finishing the year on a high. \nA bearish note out of Goldman Sachs may have weighed on the company’s shares in early December. The broker put a sell rating on Core Lithium with a $1 price target. The commodity team at Goldman predicted lithium prices would start to fall in the second half of 2023. Analysts said: \nOur commodity team now expect lithium prices through 1H23 to reflect the near-term tightness and lagging spodumene contract price pass-through before declining over 2H23.\nElectric vehicle demand concerns, the performance of US lithium shares, and the lithium price also weighed on ASX lithium shares in December. \nThe lithium carbonate price descended 15.6% from CNY 562,500 on 1 December to CNY 474,500 on 30 December.\nOn the US market, Livent Corp (NYSE: LTHM) shares have shed 24% in the last month, while Sociedad Quimica y Minera de Chile (NYSE: SQM) shares have lost 16%. \nIn positive news for Core Lithium in December, the team at Macquarie lifted its outlook on the Core Lithium share price to outperform with a $1.30 price target on the share price. This implies a 28% upside based on the current share price. \nMacquarie is optimistic about the company’s ability to generate bumper free cash flow in the 2024 and 2025 financial years. \nCore Lithium loaded the first shipment of 1.4% lithium oxide direct shipping ore from the Finniss mine on December 30. The ship containing 15,000 dmt of lithium oxide is bound for China from Darwin. Core Lithium shares soared nearly 6% on this day. \nCommenting on this news, CEO Gareth Manderson said: \nCore has made good progress during 2022 to transition from a mine developer to lithium producer. In 2023 we will continue this transition and the work required to build a quality operating business.”\nCore Lithium share price snapshot \nThe Core Lithium share price has soared 73% in the past 52 weeks. \n\nCore Lithium has a market capitalisation of nearly $1.9 billion based on the current share price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924097832,"gmtCreate":1672129785326,"gmtModify":1676538638723,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"Tesla fan has lost Trust on him, he always doing the opposite. If a person has lost his trust, his future is Gone. Tesla share will be down to earth. Trust me.","listText":"Tesla fan has lost Trust on him, he always doing the opposite. If a person has lost his trust, his future is Gone. Tesla share will be down to earth. Trust me.","text":"Tesla fan has lost Trust on him, he always doing the opposite. If a person has lost his trust, his future is Gone. Tesla share will be down to earth. Trust me.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924097832","repostId":"1115836796","repostType":4,"repost":{"id":"1115836796","pubTimestamp":1672124538,"share":"https://ttm.financial/m/news/1115836796?lang=&edition=fundamental","pubTime":"2022-12-27 15:02","market":"us","language":"en","title":"Musk Says He Won’t Sell Tesla Shares for Two Years: Time to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115836796","media":"Invezz","summary":"Elon Musk says he won't sell any more of Tesla shares for at least two years.Canaccord Genuity analy","content":"<html><head></head><body><ul><li>Elon Musk says he won't sell any more of Tesla shares for at least two years.</li><li>Canaccord Genuity analyst continues to see upside in Tesla shares to $275.</li><li>Tesla shares are currently down nearly 70% versus the start of the year.</li></ul><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a> was in focus after Elon Musk made yet another promise that he won’t trim his equity stake in the electric vehicles manufacturer any further for at least two years.</p><h3>Tesla shares still continued to sell-off</h3><p>The announcement did little to relieve the ongoing sell-off, though, since Musk made such a vow in April as well.</p><p>And then he went on to sell another $15 billion worth of Tesla shares between then and now. According to Howard Fischer – a former U.S. SEC attorney:</p><blockquote>If Musk sells another billion or so dollars of shares in the near future, and that exerts downward price pressure on Tesla’s share price, investors might have decent claim for securities fraud.</blockquote><p>For the year, Tesla shares are now down nearly 70%. Still, a Canaccord Genuity analyst says the EV company remains a great pick for 2023.</p><h3>Tesla shares could benefit from several tailwinds</h3><p>In a recent note, George Gianarikas talked of several tailwinds that could boost the stock price next year. To begin with, he expects a pick up in demand as China reopens.</p><blockquote>We see this as a moment in time to properly discern signal from noise. With the current pressure and some patience – trust this holiday coal will turn into a long-term performance diamond.</blockquote><p>Potential benefit from the “Inflation Reduction Act” was among other reasons cited for the constructive view. Production at the gigafactories in Berlin and Austin, the analyst added, seems also on track.</p><p>Nonetheless, Gianarikas lowered his price target on Tesla shares to $275 – but that still suggests the stock could more than double from here.</p></body></html>","source":"lsy1655782831344","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>Musk Says He Won’t Sell Tesla Shares for Two Years: Time to Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMusk Says He Won’t Sell Tesla Shares for Two Years: Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-27 15:02 GMT+8 <a href=https://invezz.com/news/2022/12/25/elon-musk-wont-sell-tesla-shares/><strong>Invezz</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk says he won't sell any more of Tesla shares for at least two years.Canaccord Genuity analyst continues to see upside in Tesla shares to $275.Tesla shares are currently down nearly 70% versus...</p>\n\n<a href=\"https://invezz.com/news/2022/12/25/elon-musk-wont-sell-tesla-shares/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://invezz.com/news/2022/12/25/elon-musk-wont-sell-tesla-shares/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115836796","content_text":"Elon Musk says he won't sell any more of Tesla shares for at least two years.Canaccord Genuity analyst continues to see upside in Tesla shares to $275.Tesla shares are currently down nearly 70% versus the start of the year.Tesla Inc was in focus after Elon Musk made yet another promise that he won’t trim his equity stake in the electric vehicles manufacturer any further for at least two years.Tesla shares still continued to sell-offThe announcement did little to relieve the ongoing sell-off, though, since Musk made such a vow in April as well.And then he went on to sell another $15 billion worth of Tesla shares between then and now. According to Howard Fischer – a former U.S. SEC attorney:If Musk sells another billion or so dollars of shares in the near future, and that exerts downward price pressure on Tesla’s share price, investors might have decent claim for securities fraud.For the year, Tesla shares are now down nearly 70%. Still, a Canaccord Genuity analyst says the EV company remains a great pick for 2023.Tesla shares could benefit from several tailwindsIn a recent note, George Gianarikas talked of several tailwinds that could boost the stock price next year. To begin with, he expects a pick up in demand as China reopens.We see this as a moment in time to properly discern signal from noise. With the current pressure and some patience – trust this holiday coal will turn into a long-term performance diamond.Potential benefit from the “Inflation Reduction Act” was among other reasons cited for the constructive view. Production at the gigafactories in Berlin and Austin, the analyst added, seems also on track.Nonetheless, Gianarikas lowered his price target on Tesla shares to $275 – but that still suggests the stock could more than double from here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922626831,"gmtCreate":1671759858823,"gmtModify":1676538588513,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"Hope so.","listText":"Hope so.","text":"Hope so.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922626831","repostId":"1149828372","repostType":2,"repost":{"id":"1149828372","pubTimestamp":1671759696,"share":"https://ttm.financial/m/news/1149828372?lang=&edition=fundamental","pubTime":"2022-12-23 09:41","market":"sg","language":"en","title":"Could Keppel Corporation Raise its Dividends Next Year?","url":"https://stock-news.laohu8.com/highlight/detail?id=1149828372","media":"The Smart Investor","summary":"The great thing about blue-chip companies is their offer of stability that can help tide investors t","content":"<html><head></head><body><p>The great thing about blue-chip companies is their offer of stability that can help tide investors through tough times.</p><p>Along the way, they also pay out an enticing dividend that acts as a source of useful passive income.</p><p><a href=\"https://laohu8.com/S/BN4.SI\">Keppel Corporation Limited</a>, or Keppel, is one such example.</p><p>The conglomerate, which has four disparate divisions comprising offshore and marine, urban development, connectivity, and asset management, has recovered well in the past two years.</p><p>The group had seen its dividends decline from S$0.30 per share back in fiscal 2018 (FY2018) to a low of just S$0.10 in FY2020.</p><p>However, for FY2021, its total dividend more than tripled year on year to S$0.33.</p><p>Investors may be curious to know if Keppel can continue to raise its dividends for FY2022.</p><h3>Healthy and growing financials</h3><p>Keppel reported a healthy set of financials for the first nine months of 2022 (9M2022).</p><p>Revenue grew 24% year on year to S$6.8 billion, with all divisions except Urban Development seeing year on year revenue increases.</p><p>Net profit for 9M2022 also increased, although management did not disclose the exact quantum.</p><p>The group’s offshore and marine (O&M) division also reported its highest net order book since 2007 of S$11.6 billion which was more than double the S$5.1 billion announced at the end of 2021.</p><p>Keppel’s O&M division is slated to be divested to Sembcorp Marine Ltd (SGX: S51), or SMM, in a transaction that will keep the former asset-light.</p><p>Meanwhile, Keppel Capital, the group’s asset management arm, is on track to achieve assets under management (AUM) of S$50 billion by the end of 2022.</p><p>The division also saw its fee income rise by 11% year on year to S$186 million for 9M2022.</p><p>Keppel’s borrowings also had a low average cost of debt of 2.88% with 70% of its loans on fixed rates, thus mitigating a sharp increase in finance costs.</p><h3>Advancing on Vision 2030</h3><p>Keppel unveiled its Vision 2030 in May 2020.</p><p>This was a 10-year plan on how to tap into long-term trends for growth and make sustainability the core focus of its strategy.</p><p>Importantly, the group planned to make selective divestments to free up its balance sheet and go asset-light.</p><p>By recycling capital and growing its recurring income stream, Keppel will then have the necessary funds to pursue new growth areas.</p><p>By 9M2022, Keppel had monetised S$4.4 billion worth of assets and is on track to exceed its target of S$5 billion by end-2023.</p><p>The conglomerate also continues to look at renewables, clean energy and sustainable urban renewal as future areas of growth.</p><p>Through both Keppel Infrastructure Trust (SGX: AR7U) and Keppel Asia Infrastructure Fund (KAIF), Keppel acquired stakes in wind energy assets, a power plant, and a waste management services platform.</p><p>Joint investments with both KIT and KAIF have hit around S$2.4 billion in 9M2022, and the group has also built up a 2.6-gigawatt renewable energy portfolio.</p><p>And for its Urban Development division, Keppel is looking for ways to monetise its China and Vietnam land bank and pivot towards providing “real estate as a service” to focus on growing its recurring income.</p><h3>A merger with Sembcorp Marine</h3><p>Investors are also eagerly awaiting the completion of Keppel’s merger with SMM.</p><p>Keppel is set to divest its O&M division to SMM, and through the issuance of shares from SMM to Keppel, Keppel will own 54% of the enlarged SMM.</p><p>However, in keeping with its asset-light strategy, Keppel plans to distribute 49% of its SMM stake as a dividend-in-specie to eligible shareholders.</p><p>Hence, Keppel will end up owning just 5% of the new SMM but its legacy rigs will continue a working relationship with the divested O&M division so that SMM can provide maintenance services for 10 years.</p><p>Keppel will also continue to explore opportunities with SMM to collaborate on floating data centres and floating infrastructure solutions.</p><h3>Other growth initiatives</h3><p>Let’s not forget that Keppel’s Connectivity segment under M1 is also reporting healthier results.</p><p>M1 recorded a higher net profit for 9M2022 with its revenue growing by 9% year on year to S$854 million.</p><p>Of note, its Enterprise division saw a 34% year on year jump in revenue to S$265 million.</p><p>Elsewhere, the telco’s postpaid customer base also grew by 12% year on year to more than 1.8 million subscribers.</p><p>Just this week, Keppel also announced the acquisition of an office tower in Seoul for KRW 220 billion (around S$228.7 million).</p><p>Keppel Land will own a 39.5% effective interest in the property with the remaining stakes owned by a consortium of partners.</p><p>This transaction leverages third-party funds for growth and further reinforces the group’s asset-light business model.</p><p>With the strong results and these ongoing business developments to achieve its Vision 2030 goals, it seems that Keppel may be well-positioned to increase its dividends next year.</p></body></html>","source":"lsy1602567310727","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>Could Keppel Corporation Raise its Dividends Next Year?</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCould Keppel Corporation Raise its Dividends Next Year?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-23 09:41 GMT+8 <a href=https://thesmartinvestor.com.sg/could-keppel-corporation-raise-its-dividends-next-year/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The great thing about blue-chip companies is their offer of stability that can help tide investors through tough times.Along the way, they also pay out an enticing dividend that acts as a source of ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/could-keppel-corporation-raise-its-dividends-next-year/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BN4.SI":"吉宝有限公司"},"source_url":"https://thesmartinvestor.com.sg/could-keppel-corporation-raise-its-dividends-next-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149828372","content_text":"The great thing about blue-chip companies is their offer of stability that can help tide investors through tough times.Along the way, they also pay out an enticing dividend that acts as a source of useful passive income.Keppel Corporation Limited, or Keppel, is one such example.The conglomerate, which has four disparate divisions comprising offshore and marine, urban development, connectivity, and asset management, has recovered well in the past two years.The group had seen its dividends decline from S$0.30 per share back in fiscal 2018 (FY2018) to a low of just S$0.10 in FY2020.However, for FY2021, its total dividend more than tripled year on year to S$0.33.Investors may be curious to know if Keppel can continue to raise its dividends for FY2022.Healthy and growing financialsKeppel reported a healthy set of financials for the first nine months of 2022 (9M2022).Revenue grew 24% year on year to S$6.8 billion, with all divisions except Urban Development seeing year on year revenue increases.Net profit for 9M2022 also increased, although management did not disclose the exact quantum.The group’s offshore and marine (O&M) division also reported its highest net order book since 2007 of S$11.6 billion which was more than double the S$5.1 billion announced at the end of 2021.Keppel’s O&M division is slated to be divested to Sembcorp Marine Ltd (SGX: S51), or SMM, in a transaction that will keep the former asset-light.Meanwhile, Keppel Capital, the group’s asset management arm, is on track to achieve assets under management (AUM) of S$50 billion by the end of 2022.The division also saw its fee income rise by 11% year on year to S$186 million for 9M2022.Keppel’s borrowings also had a low average cost of debt of 2.88% with 70% of its loans on fixed rates, thus mitigating a sharp increase in finance costs.Advancing on Vision 2030Keppel unveiled its Vision 2030 in May 2020.This was a 10-year plan on how to tap into long-term trends for growth and make sustainability the core focus of its strategy.Importantly, the group planned to make selective divestments to free up its balance sheet and go asset-light.By recycling capital and growing its recurring income stream, Keppel will then have the necessary funds to pursue new growth areas.By 9M2022, Keppel had monetised S$4.4 billion worth of assets and is on track to exceed its target of S$5 billion by end-2023.The conglomerate also continues to look at renewables, clean energy and sustainable urban renewal as future areas of growth.Through both Keppel Infrastructure Trust (SGX: AR7U) and Keppel Asia Infrastructure Fund (KAIF), Keppel acquired stakes in wind energy assets, a power plant, and a waste management services platform.Joint investments with both KIT and KAIF have hit around S$2.4 billion in 9M2022, and the group has also built up a 2.6-gigawatt renewable energy portfolio.And for its Urban Development division, Keppel is looking for ways to monetise its China and Vietnam land bank and pivot towards providing “real estate as a service” to focus on growing its recurring income.A merger with Sembcorp MarineInvestors are also eagerly awaiting the completion of Keppel’s merger with SMM.Keppel is set to divest its O&M division to SMM, and through the issuance of shares from SMM to Keppel, Keppel will own 54% of the enlarged SMM.However, in keeping with its asset-light strategy, Keppel plans to distribute 49% of its SMM stake as a dividend-in-specie to eligible shareholders.Hence, Keppel will end up owning just 5% of the new SMM but its legacy rigs will continue a working relationship with the divested O&M division so that SMM can provide maintenance services for 10 years.Keppel will also continue to explore opportunities with SMM to collaborate on floating data centres and floating infrastructure solutions.Other growth initiativesLet’s not forget that Keppel’s Connectivity segment under M1 is also reporting healthier results.M1 recorded a higher net profit for 9M2022 with its revenue growing by 9% year on year to S$854 million.Of note, its Enterprise division saw a 34% year on year jump in revenue to S$265 million.Elsewhere, the telco’s postpaid customer base also grew by 12% year on year to more than 1.8 million subscribers.Just this week, Keppel also announced the acquisition of an office tower in Seoul for KRW 220 billion (around S$228.7 million).Keppel Land will own a 39.5% effective interest in the property with the remaining stakes owned by a consortium of partners.This transaction leverages third-party funds for growth and further reinforces the group’s asset-light business model.With the strong results and these ongoing business developments to achieve its Vision 2030 goals, it seems that Keppel may be well-positioned to increase its dividends next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926872721,"gmtCreate":1671523483963,"gmtModify":1676538550088,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"Thx for aharing ","listText":"Thx for aharing ","text":"Thx for aharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926872721","repostId":"2292027384","repostType":2,"repost":{"id":"2292027384","pubTimestamp":1671523222,"share":"https://ttm.financial/m/news/2292027384?lang=&edition=fundamental","pubTime":"2022-12-20 16:00","market":"us","language":"zh","title":"美国整体通胀降温似乎与美联储加息没什么关系","url":"https://stock-news.laohu8.com/highlight/detail?id=2292027384","media":"智通财经网","summary":"最近的美国通货膨胀率数据对于那些预测高通胀在不加息的情况下也能下降的经济学家来说可能是一场胜利。最新数据显示,美国整体通胀水平明显降温,从10月到11月,美国消费者价格指数(CPI)环比仅上涨0.1%","content":"<html><head></head><body><p>最近的美国通货膨胀率数据对于那些预测高通胀在不加息的情况下也能下降的经济学家来说可能是一场胜利。</p><p>最新数据显示,美国整体通胀水平明显降温,从10月到11月,美国消费者价格指数(CPI)环比仅上涨0.1%,远低于经济学家普遍预测的0.3%。美国11月CPI同比增长7.10%,市场预期为7.30%,前值7.70%,数据持续回落且为2021年12月以来最小增幅。美国11月未季调核心CPI年率录得6%,为2022年7月以来新低。</p><p>然而,智通财经APP了解到,<b>在一些经济学家看来,一些衡量商品通胀的重要指标在11月放缓或完全下降,部分原因是供应链障碍得到实质性缓解,还有部分原因是企业为应对供应链冲击以及潜在需求增长而囤积了大量备用商品,现在需要亏本出售其中一些库存。</b></p><p>那么美联储加息是否为降低通胀率的主要原因呢?一些经济学家认为美联储加息和通胀降低这件事没什么紧密联系。比如,整体CPI上涨的“最大贡献者”——住房成本,约占整体CPI指数的三分之一,11月环比增长0.6%,同比增幅达到7.1%,仍处于历史高位水平。</p><p><b>住房成本持续高企的主要原因:薪资增长+劳动力市场紧俏</b></p><p>如果加息能够减缓通货膨胀率,那么房屋销售价格将会迅速下降,因为抵押贷款利率已经飙升至6%以上。然而,11月份所有与住房有关的成本居高不下。相反,我们看到新车的通胀放缓,二手车价格通胀迅速下降,尽管汽车销售情况已经回升但价格持续下滑。</p><p>那么哪些项目的通胀率最难降低呢? </p><p>可能是持续上涨的家居用品和电器等住房相关商品的价格。尽管美联储收紧金融条件,在一定程度上抑制了房地产市场,但租金成本以及其他住房相关成本难以得到抑制。</p><p>CPI对于租金成本的衡量往往滞后于当前的状况,一些试图衡量当前的要价表明,租金正在小幅下降。劳动力政策研究组织Employ </p><p>America的经济学家亚历克斯·<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>(Alex </p><p>Williams)在最近发布的一篇文章中指出,<b>这种下降幅度不太可能是由美联储加息所引起的,因为美国人通常不会为了支付房租而进程额外的融资或借款。</b></p><p><b>一般来说,由于个人收入迅速减少,或者工作机会减少,租金成本往往会下降,因此薪资增长率,以及劳动力市场持续紧俏能否得到抑制才是租金成本持续高企能否得到缓解的重要影响因素。</b></p><p>威廉姆斯写道:“我们观察到,在劳动力市场继续走强和工资上涨的情况下,价格——甚至主要对就业增长率敏感的价格——也可能出现放缓。”“事实上,这表明在就业人数持续增长的情况下,我们仍然可以达到持续2%的租金通胀。因此,可能不会出现出现某些著名经济学家希望出现的那种经济衰退对就业市场的打击。”</p><p><b>劳动力市场持续火热,美联储放缓加息步伐绝不等同于政策转向!</b></p><p>一些经济学家认为,美联储加息没有产生更大影响的部分原因在于,加息大约需要六到九个月的时间才能在经济中完全发挥作用,因此存在滞后效应。一旦通过联邦基金利率提高了银行的借贷成本,这些银行不会立即转而提高其他所有人的借贷成本(还有其他货币政策动态化措施导致抵押贷款利率超过美联储的目标)。</p><p>劳动力市场的著名分析师约瑟夫·波利塔诺(Joseph Politano)本周在他的Apricitas </p><p>Economics新闻稿中写道,<b>尽管美联储已经从加息75个基点后退,转而支持加息50个基点,但新的、更慢的步伐不应被解读为转向更宽松的货币政策。</b>美联储官员在12月份的经济预测中比之前的会议更为悲观,他们预计2023年利率将上升——FOMC点阵图显示利率中值预期从4.6%上升至5.1%,并且预计失业率将大幅上升。</p><p><img src=\"https://static.tigerbbs.com/1fca5674ba07921e9478d371e9839f98\" tg-width=\"936\" tg-height=\"460\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>如上所述,薪资增长以及劳动力市场紧俏似乎免疫于美联储货币政策,不过,美联储的政策制定者也在密切关注工资水平,因为美联储认为工资水平将决定通货膨胀率的走向。第三季度的雇佣成本指数从第二季度的5.6%下降到5.2%,<b>尽管一些经济学家对11月就业报告中小时收入环比仅增长0.6%发出了警告,但平均每周工作小时数却下降了,这意味着就业报告中的工资数据仍然出现了向上倾斜。</b></p><p>从最新的就业数据来看,美国工人薪资增长强劲。美国11月平均每小时工资年率升至5.1%,高于预期。强劲的薪资增长无疑是提振了美国服务业消费需求,11月非农就业报告显示,服务业中,休闲和酒店业和保健服务等部分新增就业进一步上升,显示出服务业劳动力需求仍然强劲,服务业景气度尚未恶化。目前美国的通胀压力来源已经从燃料和食品转到了服务业,这也可以看出美国消费者的需求也从商品转移到服务上。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国整体通胀降温似乎与美联储加息没什么关系</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国整体通胀降温似乎与美联储加息没什么关系\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-20 16:00 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/850117.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近的美国通货膨胀率数据对于那些预测高通胀在不加息的情况下也能下降的经济学家来说可能是一场胜利。最新数据显示,美国整体通胀水平明显降温,从10月到11月,美国消费者价格指数(CPI)环比仅上涨0.1%,远低于经济学家普遍预测的0.3%。美国11月CPI同比增长7.10%,市场预期为7.30%,前值7.70%,数据持续回落且为2021年12月以来最小增幅。美国11月未季调核心CPI年率录得6%,为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/850117.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","DOG":"道指反向ETF","BK4581":"高盛持仓","BK4585":"ETF&股票定投概念","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","QID":"纳指两倍做空ETF","SH":"标普500反向ETF","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","DJX":"1/100道琼斯","QQQ":"纳指100ETF","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","PSQ":"纳指反向ETF","SQQQ":"纳指三倍做空ETF","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","BK4504":"桥水持仓","SPY":"标普500ETF","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4559":"巴菲特持仓","SDS":"两倍做空标普500ETF","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/850117.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2292027384","content_text":"最近的美国通货膨胀率数据对于那些预测高通胀在不加息的情况下也能下降的经济学家来说可能是一场胜利。最新数据显示,美国整体通胀水平明显降温,从10月到11月,美国消费者价格指数(CPI)环比仅上涨0.1%,远低于经济学家普遍预测的0.3%。美国11月CPI同比增长7.10%,市场预期为7.30%,前值7.70%,数据持续回落且为2021年12月以来最小增幅。美国11月未季调核心CPI年率录得6%,为2022年7月以来新低。然而,智通财经APP了解到,在一些经济学家看来,一些衡量商品通胀的重要指标在11月放缓或完全下降,部分原因是供应链障碍得到实质性缓解,还有部分原因是企业为应对供应链冲击以及潜在需求增长而囤积了大量备用商品,现在需要亏本出售其中一些库存。那么美联储加息是否为降低通胀率的主要原因呢?一些经济学家认为美联储加息和通胀降低这件事没什么紧密联系。比如,整体CPI上涨的“最大贡献者”——住房成本,约占整体CPI指数的三分之一,11月环比增长0.6%,同比增幅达到7.1%,仍处于历史高位水平。住房成本持续高企的主要原因:薪资增长+劳动力市场紧俏如果加息能够减缓通货膨胀率,那么房屋销售价格将会迅速下降,因为抵押贷款利率已经飙升至6%以上。然而,11月份所有与住房有关的成本居高不下。相反,我们看到新车的通胀放缓,二手车价格通胀迅速下降,尽管汽车销售情况已经回升但价格持续下滑。那么哪些项目的通胀率最难降低呢? 可能是持续上涨的家居用品和电器等住房相关商品的价格。尽管美联储收紧金融条件,在一定程度上抑制了房地产市场,但租金成本以及其他住房相关成本难以得到抑制。CPI对于租金成本的衡量往往滞后于当前的状况,一些试图衡量当前的要价表明,租金正在小幅下降。劳动力政策研究组织Employ America的经济学家亚历克斯·威廉姆斯(Alex Williams)在最近发布的一篇文章中指出,这种下降幅度不太可能是由美联储加息所引起的,因为美国人通常不会为了支付房租而进程额外的融资或借款。一般来说,由于个人收入迅速减少,或者工作机会减少,租金成本往往会下降,因此薪资增长率,以及劳动力市场持续紧俏能否得到抑制才是租金成本持续高企能否得到缓解的重要影响因素。威廉姆斯写道:“我们观察到,在劳动力市场继续走强和工资上涨的情况下,价格——甚至主要对就业增长率敏感的价格——也可能出现放缓。”“事实上,这表明在就业人数持续增长的情况下,我们仍然可以达到持续2%的租金通胀。因此,可能不会出现出现某些著名经济学家希望出现的那种经济衰退对就业市场的打击。”劳动力市场持续火热,美联储放缓加息步伐绝不等同于政策转向!一些经济学家认为,美联储加息没有产生更大影响的部分原因在于,加息大约需要六到九个月的时间才能在经济中完全发挥作用,因此存在滞后效应。一旦通过联邦基金利率提高了银行的借贷成本,这些银行不会立即转而提高其他所有人的借贷成本(还有其他货币政策动态化措施导致抵押贷款利率超过美联储的目标)。劳动力市场的著名分析师约瑟夫·波利塔诺(Joseph Politano)本周在他的Apricitas Economics新闻稿中写道,尽管美联储已经从加息75个基点后退,转而支持加息50个基点,但新的、更慢的步伐不应被解读为转向更宽松的货币政策。美联储官员在12月份的经济预测中比之前的会议更为悲观,他们预计2023年利率将上升——FOMC点阵图显示利率中值预期从4.6%上升至5.1%,并且预计失业率将大幅上升。如上所述,薪资增长以及劳动力市场紧俏似乎免疫于美联储货币政策,不过,美联储的政策制定者也在密切关注工资水平,因为美联储认为工资水平将决定通货膨胀率的走向。第三季度的雇佣成本指数从第二季度的5.6%下降到5.2%,尽管一些经济学家对11月就业报告中小时收入环比仅增长0.6%发出了警告,但平均每周工作小时数却下降了,这意味着就业报告中的工资数据仍然出现了向上倾斜。从最新的就业数据来看,美国工人薪资增长强劲。美国11月平均每小时工资年率升至5.1%,高于预期。强劲的薪资增长无疑是提振了美国服务业消费需求,11月非农就业报告显示,服务业中,休闲和酒店业和保健服务等部分新增就业进一步上升,显示出服务业劳动力需求仍然强劲,服务业景气度尚未恶化。目前美国的通胀压力来源已经从燃料和食品转到了服务业,这也可以看出美国消费者的需求也从商品转移到服务上。","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926013415,"gmtCreate":1671417747737,"gmtModify":1676538533050,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"thanks for sharing.","listText":"thanks for sharing.","text":"thanks for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926013415","repostId":"2292681421","repostType":2,"repost":{"id":"2292681421","pubTimestamp":1671416511,"share":"https://ttm.financial/m/news/2292681421?lang=&edition=fundamental","pubTime":"2022-12-19 10:21","market":"us","language":"zh","title":"如何把握美联储政策走向?紧跟这个指标","url":"https://stock-news.laohu8.com/highlight/detail?id=2292681421","media":"智通财经","summary":"美联储主席鲍威尔找到了一个新的目标来指引他对抗通胀。但美联储官员没有心情观望这种情况是否会发生,因为目前通胀水平是他们目标的三倍。美联储的最新预测指向通过更高的借贷成本为经济降温,这将减缓招聘步伐,提高失业率。有迹象表明,美联储官员不愿意冒任何风险,这意味着鲍威尔的新目标指向紧缩方向。几位美联储官员的立场甚至更为强硬。","content":"<html><head></head><body><p>美联储主席鲍威尔找到了一个新的目标来指引他对抗通胀。鲍威尔表示,他正在寻找一个涵盖从医疗保健、理发到路边汽车旅馆等一切事物的价格指标——薪资增速。</p><p>11月份,鲍威尔在布鲁金斯学会发表讲话时表示,由于工资成本对服务业来说尤其大,“劳动力市场是理解这类通胀的关键”。在上周三的新闻发布会上,鲍威尔又回到了这一主题。他称,目前的工资增长“远高于2%的通胀水平”;这使得美国人的工资水平成为美联储明年货币政策的核心。</p><p><img src=\"https://static.tigerbbs.com/ef3b1aac9f8ffa6f337df9ef75aaa386\" tg-width=\"712\" tg-height=\"475\" width=\"100%\" height=\"auto\"/></p><p>由于美国企业在调整以适应稀缺的劳动力供应,并意识到自己的员工薪酬不足,所以美联储官员面临的关键问题是,过去18个月美国薪资的攀升是否为一次性的、还是为价格-工资互相推动的模式。</p><p><b>工资-物价螺旋式通胀是否为现实?</b></p><p>劳动力短缺给了员工更大的议价能力,并促使公司在招聘竞争加剧的情况下提高工资。但在大多数情况下,美国工人们只是勉强赶上了生活成本的飙升,而不是走在了前面。截至9月份的12个月里,雇主的总薪酬成本上升了5%,而去年同期为3.7%,但在这两个时期,实际薪酬(扣除通胀因素后)都有所下降。这就是为什么鲍威尔新青睐的通胀指标与工资辩论密切相关的原因。</p><p>美国劳动力市场目前尤其难以解读,因为企业仍在应对大流行造成的大规模破坏。2020年4月,失业率飙升至近15%,随后迅速回落。目前的失业率为3.7%,为历史最低水平。但随着尘埃落定,美国劳动力供应的增长似乎已经停滞在大流行前的趋势之下,原因有很多,包括大量美国人提前退休、确诊新冠肺炎后持续症状、儿童与老年人护理的缺乏以及移民的减少等。</p><p><img src=\"https://static.tigerbbs.com/d9e28c45df436ed3f85902a7cc3bf52e\" tg-width=\"722\" tg-height=\"562\" width=\"100%\" height=\"auto\"/></p><p>新冠疫情时期的价格飙升最初出现在消费品上:由于运输中断,消费品供应短缺,而手头有闲钱的美国人则对消费品有巨大需求。</p><p>随着商品短缺的缓解,服务业成为通胀的推手。这一类别中最大的项目是住房,它在官方价格衡量中被视为一项服务,目前美国20个城市的房价指数已经回落,而CPI读数通常滞后于租金约12个月,因此住房服务通胀回落似乎已定。</p><p>但除了住房以外,在美联储目前密切关注的其他服务业中,除住房核心服务通胀仍较高,工资在成本中所占的比例通常高于其他行业,因此这部分通胀与劳动力市场息息相关。</p><p>至于鲍威尔一直强调的非住房服务,Inflation Insights LLC创始人Omair Sharif认为,有大量证据表明,工资增长并不是通货膨胀的主要<a href=\"https://laohu8.com/S/838275\">驱动力</a>。他说,这类服务通胀主要是受到今年上半年交通和医疗费用上涨的推动,而现在这一趋势已经逆转。造成这一现象的原因有很多,从旅游需求的突然激增到医疗保险费用计算方式的转变。Sharif表示,工资并不是这个故事的重要组成部分。“在某种程度上,每个人都根深蒂固地认为事情就是这样运作的”。</p><p>纽约联储主席<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>上周五表示:“工资增长一直非常高,因为相对于现有供应,劳动力需求非常强劲。随着劳动力需求和供给得到更好的平衡,工资增长将更符合长期趋势和我们2%的通胀目标。”威廉姆斯指出,他没有看到“在70年代看到的那种工资-价格螺旋通胀”的证据。国际货币基金组织(IMF)最近的一项历史研究表明,这种情况很少见。</p><p>华盛顿LH Meyer经济学家Derek Tang表示:“工资-物价螺旋通胀是一种担忧,而不是事实。实际工资肯定不会呈螺旋式上升。但显然,对劳动力持续短缺及其对价格影响的担忧‘已经渗透到鲍威尔身上’。”</p><p>尽管如此,美国央行官员们仍决心预防这种可能性——从他们自己的预测来看,他们能否在不引发衰退的情况下降低通胀,就如他们所希望的那样重新平衡劳动力市场,这将是生死攸关的问题。</p><p><b>谨慎的美联储</b></p><p>美国劳动力危机自行解决的一个方法是让相当一部分失业工人重返工作岗位。但美联储官员没有心情观望这种情况是否会发生,因为目前通胀水平是他们目标的三倍。美联储的最新预测指向通过更高的借贷成本为经济降温,这将减缓招聘步伐,提高失业率。</p><p>有迹象表明,美联储官员不愿意冒任何风险,这意味着鲍威尔的新目标指向紧缩方向。美联储上周发布的预测显示,明年的终端利率预计为5.1%,这一高于市场预期的数字引发了股市暴跌。几位美联储官员的立场甚至更为强硬。</p><p>美联储官员预计明年的美国经济增长将放缓至0.5%,而失业率将上升近一个百分点至4.6%,这可能意味着超过100万美国人将失去工作。即使有这样的痛苦,通货膨胀被认为具有令人惊讶的黏性,预计到2025年才逐渐放缓至2%。</p><p><a href=\"https://laohu8.com/S/SPGI\">标普全球</a>评级首席美国经济学家Beth Ann Bovino表示,这可能是由于住房成本下降对价格指数的滞后影响。Bovino 称:“他们正在预测软着陆,也许他们是对的,也许他们能成功,但他们胜算不大。” Bovino估计明年美国失业率可能上升到5.6%。</p></body></html>","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>如何把握美联储政策走向?紧跟这个指标</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n如何把握美联储政策走向?紧跟这个指标\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 10:21 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/849174.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美联储主席鲍威尔找到了一个新的目标来指引他对抗通胀。鲍威尔表示,他正在寻找一个涵盖从医疗保健、理发到路边汽车旅馆等一切事物的价格指标——薪资增速。11月份,鲍威尔在布鲁金斯学会发表讲话时表示,由于工资成本对服务业来说尤其大,“劳动力市场是理解这类通胀的关键”。在上周三的新闻发布会上,鲍威尔又回到了这一主题。他称,目前的工资增长“远高于2%的通胀水平”;这使得美国人的工资水平成为美联储明年货币政策的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/849174.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4585":"ETF&股票定投概念","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4504":"桥水持仓",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"http://www.zhitongcaijing.com/content/detail/849174.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292681421","content_text":"美联储主席鲍威尔找到了一个新的目标来指引他对抗通胀。鲍威尔表示,他正在寻找一个涵盖从医疗保健、理发到路边汽车旅馆等一切事物的价格指标——薪资增速。11月份,鲍威尔在布鲁金斯学会发表讲话时表示,由于工资成本对服务业来说尤其大,“劳动力市场是理解这类通胀的关键”。在上周三的新闻发布会上,鲍威尔又回到了这一主题。他称,目前的工资增长“远高于2%的通胀水平”;这使得美国人的工资水平成为美联储明年货币政策的核心。由于美国企业在调整以适应稀缺的劳动力供应,并意识到自己的员工薪酬不足,所以美联储官员面临的关键问题是,过去18个月美国薪资的攀升是否为一次性的、还是为价格-工资互相推动的模式。工资-物价螺旋式通胀是否为现实?劳动力短缺给了员工更大的议价能力,并促使公司在招聘竞争加剧的情况下提高工资。但在大多数情况下,美国工人们只是勉强赶上了生活成本的飙升,而不是走在了前面。截至9月份的12个月里,雇主的总薪酬成本上升了5%,而去年同期为3.7%,但在这两个时期,实际薪酬(扣除通胀因素后)都有所下降。这就是为什么鲍威尔新青睐的通胀指标与工资辩论密切相关的原因。美国劳动力市场目前尤其难以解读,因为企业仍在应对大流行造成的大规模破坏。2020年4月,失业率飙升至近15%,随后迅速回落。目前的失业率为3.7%,为历史最低水平。但随着尘埃落定,美国劳动力供应的增长似乎已经停滞在大流行前的趋势之下,原因有很多,包括大量美国人提前退休、确诊新冠肺炎后持续症状、儿童与老年人护理的缺乏以及移民的减少等。新冠疫情时期的价格飙升最初出现在消费品上:由于运输中断,消费品供应短缺,而手头有闲钱的美国人则对消费品有巨大需求。随着商品短缺的缓解,服务业成为通胀的推手。这一类别中最大的项目是住房,它在官方价格衡量中被视为一项服务,目前美国20个城市的房价指数已经回落,而CPI读数通常滞后于租金约12个月,因此住房服务通胀回落似乎已定。但除了住房以外,在美联储目前密切关注的其他服务业中,除住房核心服务通胀仍较高,工资在成本中所占的比例通常高于其他行业,因此这部分通胀与劳动力市场息息相关。至于鲍威尔一直强调的非住房服务,Inflation Insights LLC创始人Omair Sharif认为,有大量证据表明,工资增长并不是通货膨胀的主要驱动力。他说,这类服务通胀主要是受到今年上半年交通和医疗费用上涨的推动,而现在这一趋势已经逆转。造成这一现象的原因有很多,从旅游需求的突然激增到医疗保险费用计算方式的转变。Sharif表示,工资并不是这个故事的重要组成部分。“在某种程度上,每个人都根深蒂固地认为事情就是这样运作的”。纽约联储主席威廉姆斯上周五表示:“工资增长一直非常高,因为相对于现有供应,劳动力需求非常强劲。随着劳动力需求和供给得到更好的平衡,工资增长将更符合长期趋势和我们2%的通胀目标。”威廉姆斯指出,他没有看到“在70年代看到的那种工资-价格螺旋通胀”的证据。国际货币基金组织(IMF)最近的一项历史研究表明,这种情况很少见。华盛顿LH Meyer经济学家Derek Tang表示:“工资-物价螺旋通胀是一种担忧,而不是事实。实际工资肯定不会呈螺旋式上升。但显然,对劳动力持续短缺及其对价格影响的担忧‘已经渗透到鲍威尔身上’。”尽管如此,美国央行官员们仍决心预防这种可能性——从他们自己的预测来看,他们能否在不引发衰退的情况下降低通胀,就如他们所希望的那样重新平衡劳动力市场,这将是生死攸关的问题。谨慎的美联储美国劳动力危机自行解决的一个方法是让相当一部分失业工人重返工作岗位。但美联储官员没有心情观望这种情况是否会发生,因为目前通胀水平是他们目标的三倍。美联储的最新预测指向通过更高的借贷成本为经济降温,这将减缓招聘步伐,提高失业率。有迹象表明,美联储官员不愿意冒任何风险,这意味着鲍威尔的新目标指向紧缩方向。美联储上周发布的预测显示,明年的终端利率预计为5.1%,这一高于市场预期的数字引发了股市暴跌。几位美联储官员的立场甚至更为强硬。美联储官员预计明年的美国经济增长将放缓至0.5%,而失业率将上升近一个百分点至4.6%,这可能意味着超过100万美国人将失去工作。即使有这样的痛苦,通货膨胀被认为具有令人惊讶的黏性,预计到2025年才逐渐放缓至2%。标普全球评级首席美国经济学家Beth Ann Bovino表示,这可能是由于住房成本下降对价格指数的滞后影响。Bovino 称:“他们正在预测软着陆,也许他们是对的,也许他们能成功,但他们胜算不大。” Bovino估计明年美国失业率可能上升到5.6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926013161,"gmtCreate":1671417726153,"gmtModify":1676538533034,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"thanks for sharing.","listText":"thanks for sharing.","text":"thanks for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926013161","repostId":"2292127198","repostType":2,"repost":{"id":"2292127198","pubTimestamp":1671416820,"share":"https://ttm.financial/m/news/2292127198?lang=&edition=fundamental","pubTime":"2022-12-19 10:27","market":"us","language":"zh","title":"中金年度展望 瑞郎:稳中有升","url":"https://stock-news.laohu8.com/highlight/detail?id=2292127198","media":"市场资讯","summary":" 瑞士央行意外的早于ECB开启紧缩周期、俄乌冲突带来的避险资金支持和瑞士经济的偏强表现令瑞郎的表现在G10货币中排名仅次于美元。 展望2023年,我们认为瑞郎对美元大致会跟随欧元对美元的走势,对美元先跌后涨,但总体而言,瑞郎的表现将在G10中偏落后,主因是瑞士国内通胀压力见顶之后,瑞士央行大概率会先于美联储结束加息周期,以及SNB对瑞郎过强可能进行的干预。","content":"<html><body><div>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/newchart/v5/forex/k/day6/USDCHF.png\"/>\n</div>\n<div>\n<div>\n<span>热点栏目</span>\n<s></s>\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n</div>\n客户端\n</div>\n</div>\n<p> <strong>【中金外汇 · 年度展望】<span>瑞郎</span><span></span>:稳中有升</strong></p>\n<p> 中金外汇研究 </p>\n<p> <strong>汇率预测表</strong></p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/609/w550h59/20221219/a1a9-56af49f6218a8a09e14c0ef983fe8b57.png\"/><span></span></div>\n<p> 资料来源:<a href=\"https://laohu8.com/S/601995\">中金公司</a>研究部</p>\n<p> ►瑞士央行意外的早于ECB开启紧缩周期、俄乌冲突带来的避险资金支持和瑞士经济的偏强表现令瑞郎的表现在G10货币中排名仅次于美元。</p>\n<p> ►展望2023年,我们认为瑞郎对美元大致会跟随<span>欧元</span><span></span>对美元的走势,对美元先跌后涨,但总体而言,瑞郎的表现将在G10中偏落后,主因是瑞士国内通胀压力见顶之后,瑞士央行大概率会先于美联储结束加息周期,以及SNB对瑞郎过强可能进行的干预(今年12月的议息会议上,SNB再次强调随时准备干预外汇市场以此防止瑞郎过度升值或贬值[1])。</p>\n<p> 2022年美元/瑞郎小幅走强,欧元/瑞郎全年整体走低</p>\n<p> 在全年大部分时间受到美联储加息预期支撑进而带动美元整体走强的大背景下,瑞郎兑美元走弱并不意外,但自11月初美联储FOMC会议传递鸽派信息以来,随着美元整体走弱,瑞郎出现明显升值。截至12月16日收盘,瑞士瑞郎对美元小幅走弱2.2%,而对欧元则走强5%,在G10非美货币中排名领先。今年欧元/瑞郎受到俄乌局势恶化带动风险偏好走低影响一度在3月跌至平价附近,此后SNB意外先于ECB开启加息周期使得欧元/瑞郎继续走低。进入10月后,随着欧元的整体反弹,欧元/瑞郎也开始小幅走高至0.99附近。2022年大部分时间内欧元的整体弱势以及瑞士央行意外的提前于ECB开启加息周期可能是瑞郎相对欧元强势的主要原因(图表1)。</p>\n<p> <strong>图表1:2022年瑞郎的走势和重要事件</strong></p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/41/w550h291/20221219/6e4f-5e1886387cbd4f959816efc44cbcf81c.png\"/><span></span></div>\n<p> 资料来源:彭博资讯,<a href=\"https://laohu8.com/S/03908\">中金公司</a>研究部</p>\n<p> 2023年瑞郎汇率展望</p>\n<p> 2023年,我们认为随着瑞士国内通胀逐步出现的见顶迹象,瑞士央行大概率会先于美联储结束加息周期,而明年下半年美国经济可能会陷入某种程度的衰退,这也会促使美联储结束加息周期进而带动美债利率下行。我们预计瑞郎总体的节奏将跟随其他非美货币先跌后涨,但涨幅相对落后。具体看,在2023年上半年SNB逐步退出本轮加息周期而美联储继续收紧货币政策的影响下,美瑞两端利率有进一步上升的可能性,美元/瑞郎可能维持在0.93-0.96区间。而此后下半年随着美元的下行趋势正式开启,瑞郎有望在年底对美元有所回升,小幅上行至0.91左右。</p>\n<p> <strong>瑞士通胀出现见顶迹象支持SNB结束加息周期</strong></p>\n<p> 众所周知,SNB和ECB的货币政策一直以来具有较高的联动性,但今年6月SNB意外提前于ECB加息使得瑞郎录得较大幅度上涨,和ECB依旧面临的持续高通胀压力不同的是,瑞士国内通胀目前已经出现了见顶的迹象:自今年9月以来,CPI连续3个月自年内高点出现了回落(图表2),而瑞士央行在12月的议息会上预计2023年通胀会下降至2.9%附近而在2024年降至2.4%,该通胀水平显著低于欧央行/美联储在12月议息会上对通胀的预期(图表3),而这或许也将支撑目前衍生品市场对SNB明年放缓加息速率的预期(目前市场预计23年SNB只会再加息25个基点左右);而相比之下,美联储明年的加息幅度以及终点利率的水平都远高于SNB(图表4),而这也将大概率支撑美元/瑞郎在明年前半段有所走高。</p>\n<p> <strong>SNB对瑞郎的双边干预</strong></p>\n<p> 瑞郎的避险属性使得它在经济衰退期间吸引更多的外资流入,这也保持了它较高估值的地位,而瑞士央行一直认为坚挺的瑞郎会拖累瑞士这样一个依靠对外出口的小经济体。然而在今年6月的议息会议上,先于ECB意外加息50基点以此应对通胀压力(这也是2015年以来SNB首次加息)。从瑞士央行活期存款(sight deposit)这一指标上我们找到了瑞士央行从今年6月份开始反向干预推动瑞郎升值的迹象(图表5)。这表明,为了对抗通胀,SNB在今年已经改变了2015年以来的大力干预外汇市场进而遏制瑞郎升值的做法,而反过来在有意地推动瑞郎的走强。在2023年,在通胀压力减小的条件下,我们认为瑞士央行对瑞郎的干预将重回双边态势。一旦瑞郎对欧元过分走强,鉴于出口对瑞士经济的巨大贡献(2021年瑞士出口/GDP达到70%[2]),我们不能排除瑞士央行入市卖出瑞郎以保证瑞郎对欧元汇率稳定的可能性。因此,我们判断瑞郎对欧元在明年末可能会回到平价。</p>\n<p> <strong>美国经济衰退对瑞郎的支撑</strong></p>\n<p> 在2023年年中左右对美联储开启降息有更强的预期,这也可能让美债利率出现下行,而鉴于美元/瑞郎对美国,瑞士两边国债利率差的高度敏感,以及传统避险货币在衰退大环境之下较好的表现,我们认为,美元/瑞郎明年下半年可能会随着美瑞国债利率差的下降而走低。我们预计美元/瑞郎2023年底将基本持平于0.91左右。</p>\n<p> 风险因素</p>\n<p> 我们对瑞郎的判断是基于瑞士通胀的回落促使SNB明年上半年先于美联储结束其加息周期,如果通胀比SNB预计的更具粘性,那么SNB可能推迟其结束加息周期的时点,如此美瑞两端利率进一步上升的空间可能有限,瑞郎在明年上半年走低的幅度也大概率受到限制。</p>\n<p> 而如果美国经济明年衰退的深度浅于预期,那么美联储大概率会维持联邦基金利率在“限制性区域”更长的时间,那么市场对美联储的转向(甚至降息的预期)大概率会向后推迟,这也就会限制美元下半年的跌幅进而压制瑞郎明年下半年潜在的涨幅。</p>\n<p> <strong>图表2:瑞士CPI增速放缓</strong></p>\n<p> 资料来源:彭博资讯,中金公司研究部</p>\n<p> <strong>图表3:美元/瑞郎vs美国瑞士2年国债利差</strong></p>\n<p> 资料来源:彭博资讯,中金公司研究部</p>\n<p> <strong>图表4:衍生品市场对瑞士央行加息预期</strong></p>\n<p> 资料来源:彭博资讯,中金公司研究部</p>\n<p> <strong>图表5:活期存款水平降低暗示瑞士央行今年推升瑞郎</strong></p>\n<p> 资料来源:彭博资讯,中金公司研究部</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:郭建 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中金年度展望 瑞郎:稳中有升</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{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中金年度展望 瑞郎:稳中有升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 10:27 北京时间 <a href=https://finance.sina.com.cn/money/forex/forexanaly/2022-12-19/doc-imxxepmv8684025.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 【中金外汇 · 年度展望】瑞郎:稳中有升\n 中金外汇研究 \n 汇率预测表\n\n 资料来源:中金公司研究部\n ►瑞士央行意外的早于ECB开启紧缩周期、俄乌冲突带来的避险资金支持和瑞士经济的偏强表现令瑞郎的表现在G10货币中排名仅次于美元。\n ►展望2023年,我们认为瑞郎对美元大致会跟随欧元对美元的走势,对美元先跌...</p>\n\n<a href=\"https://finance.sina.com.cn/money/forex/forexanaly/2022-12-19/doc-imxxepmv8684025.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500指数ETF",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF","OEX":"标普100","SH":"标普500反向ETF","BK4581":"高盛持仓","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","DJX":"1/100道琼斯","DXD":"道指两倍做空ETF","SPY":"标普500ETF","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","SDS":"两倍做空标普500ETF","TQQQ":"纳指三倍做多ETF","QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","QQQ":"纳指100ETF","DOG":"道指反向ETF","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares",".DJI":"道琼斯","BK4504":"桥水持仓",".IXIC":"NASDAQ Composite","QID":"纳指两倍做空ETF"},"source_url":"https://finance.sina.com.cn/money/forex/forexanaly/2022-12-19/doc-imxxepmv8684025.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2292127198","content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 【中金外汇 · 年度展望】瑞郎:稳中有升\n 中金外汇研究 \n 汇率预测表\n\n 资料来源:中金公司研究部\n ►瑞士央行意外的早于ECB开启紧缩周期、俄乌冲突带来的避险资金支持和瑞士经济的偏强表现令瑞郎的表现在G10货币中排名仅次于美元。\n ►展望2023年,我们认为瑞郎对美元大致会跟随欧元对美元的走势,对美元先跌后涨,但总体而言,瑞郎的表现将在G10中偏落后,主因是瑞士国内通胀压力见顶之后,瑞士央行大概率会先于美联储结束加息周期,以及SNB对瑞郎过强可能进行的干预(今年12月的议息会议上,SNB再次强调随时准备干预外汇市场以此防止瑞郎过度升值或贬值[1])。\n 2022年美元/瑞郎小幅走强,欧元/瑞郎全年整体走低\n 在全年大部分时间受到美联储加息预期支撑进而带动美元整体走强的大背景下,瑞郎兑美元走弱并不意外,但自11月初美联储FOMC会议传递鸽派信息以来,随着美元整体走弱,瑞郎出现明显升值。截至12月16日收盘,瑞士瑞郎对美元小幅走弱2.2%,而对欧元则走强5%,在G10非美货币中排名领先。今年欧元/瑞郎受到俄乌局势恶化带动风险偏好走低影响一度在3月跌至平价附近,此后SNB意外先于ECB开启加息周期使得欧元/瑞郎继续走低。进入10月后,随着欧元的整体反弹,欧元/瑞郎也开始小幅走高至0.99附近。2022年大部分时间内欧元的整体弱势以及瑞士央行意外的提前于ECB开启加息周期可能是瑞郎相对欧元强势的主要原因(图表1)。\n 图表1:2022年瑞郎的走势和重要事件\n\n 资料来源:彭博资讯,中金公司研究部\n 2023年瑞郎汇率展望\n 2023年,我们认为随着瑞士国内通胀逐步出现的见顶迹象,瑞士央行大概率会先于美联储结束加息周期,而明年下半年美国经济可能会陷入某种程度的衰退,这也会促使美联储结束加息周期进而带动美债利率下行。我们预计瑞郎总体的节奏将跟随其他非美货币先跌后涨,但涨幅相对落后。具体看,在2023年上半年SNB逐步退出本轮加息周期而美联储继续收紧货币政策的影响下,美瑞两端利率有进一步上升的可能性,美元/瑞郎可能维持在0.93-0.96区间。而此后下半年随着美元的下行趋势正式开启,瑞郎有望在年底对美元有所回升,小幅上行至0.91左右。\n 瑞士通胀出现见顶迹象支持SNB结束加息周期\n 众所周知,SNB和ECB的货币政策一直以来具有较高的联动性,但今年6月SNB意外提前于ECB加息使得瑞郎录得较大幅度上涨,和ECB依旧面临的持续高通胀压力不同的是,瑞士国内通胀目前已经出现了见顶的迹象:自今年9月以来,CPI连续3个月自年内高点出现了回落(图表2),而瑞士央行在12月的议息会上预计2023年通胀会下降至2.9%附近而在2024年降至2.4%,该通胀水平显著低于欧央行/美联储在12月议息会上对通胀的预期(图表3),而这或许也将支撑目前衍生品市场对SNB明年放缓加息速率的预期(目前市场预计23年SNB只会再加息25个基点左右);而相比之下,美联储明年的加息幅度以及终点利率的水平都远高于SNB(图表4),而这也将大概率支撑美元/瑞郎在明年前半段有所走高。\n SNB对瑞郎的双边干预\n 瑞郎的避险属性使得它在经济衰退期间吸引更多的外资流入,这也保持了它较高估值的地位,而瑞士央行一直认为坚挺的瑞郎会拖累瑞士这样一个依靠对外出口的小经济体。然而在今年6月的议息会议上,先于ECB意外加息50基点以此应对通胀压力(这也是2015年以来SNB首次加息)。从瑞士央行活期存款(sight deposit)这一指标上我们找到了瑞士央行从今年6月份开始反向干预推动瑞郎升值的迹象(图表5)。这表明,为了对抗通胀,SNB在今年已经改变了2015年以来的大力干预外汇市场进而遏制瑞郎升值的做法,而反过来在有意地推动瑞郎的走强。在2023年,在通胀压力减小的条件下,我们认为瑞士央行对瑞郎的干预将重回双边态势。一旦瑞郎对欧元过分走强,鉴于出口对瑞士经济的巨大贡献(2021年瑞士出口/GDP达到70%[2]),我们不能排除瑞士央行入市卖出瑞郎以保证瑞郎对欧元汇率稳定的可能性。因此,我们判断瑞郎对欧元在明年末可能会回到平价。\n 美国经济衰退对瑞郎的支撑\n 在2023年年中左右对美联储开启降息有更强的预期,这也可能让美债利率出现下行,而鉴于美元/瑞郎对美国,瑞士两边国债利率差的高度敏感,以及传统避险货币在衰退大环境之下较好的表现,我们认为,美元/瑞郎明年下半年可能会随着美瑞国债利率差的下降而走低。我们预计美元/瑞郎2023年底将基本持平于0.91左右。\n 风险因素\n 我们对瑞郎的判断是基于瑞士通胀的回落促使SNB明年上半年先于美联储结束其加息周期,如果通胀比SNB预计的更具粘性,那么SNB可能推迟其结束加息周期的时点,如此美瑞两端利率进一步上升的空间可能有限,瑞郎在明年上半年走低的幅度也大概率受到限制。\n 而如果美国经济明年衰退的深度浅于预期,那么美联储大概率会维持联邦基金利率在“限制性区域”更长的时间,那么市场对美联储的转向(甚至降息的预期)大概率会向后推迟,这也就会限制美元下半年的跌幅进而压制瑞郎明年下半年潜在的涨幅。\n 图表2:瑞士CPI增速放缓\n 资料来源:彭博资讯,中金公司研究部\n 图表3:美元/瑞郎vs美国瑞士2年国债利差\n 资料来源:彭博资讯,中金公司研究部\n 图表4:衍生品市场对瑞士央行加息预期\n 资料来源:彭博资讯,中金公司研究部\n 图表5:活期存款水平降低暗示瑞士央行今年推升瑞郎\n 资料来源:彭博资讯,中金公司研究部\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:郭建","news_type":1},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928965608,"gmtCreate":1671170499005,"gmtModify":1676538503351,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"Storm is happending","listText":"Storm is happending","text":"Storm is happending","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928965608","repostId":"2291168016","repostType":4,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921225997,"gmtCreate":1671070592819,"gmtModify":1676538485037,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"Selling again.","listText":"Selling again.","text":"Selling again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921225997","repostId":"1145285433","repostType":4,"repost":{"id":"1145285433","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1671070064,"share":"https://ttm.financial/m/news/1145285433?lang=&edition=fundamental","pubTime":"2022-12-15 10:07","market":"us","language":"en","title":"Elon Musk Sells Tesla Shares Worth $3.58 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1145285433","media":"Reuters","summary":"Dec 14 - Tesla IncChief Executive Officer Elon Musk has sold 22 million shares worth $3.58 billion in the electric-vehicle maker this week, a U.S. securities filing showed on Wednesday.The latest sale, Musk's second since his $44 billion purchase of Twitter in October, brings the total Tesla stocks sold by the billionaire to nearly $40 billion over the past year.He now owns 13.4% of the world's most valuable carmaker, according to Refinitiv data.Investor concerns that Musk's purchase of Twitter","content":"<html><head></head><body><p>Dec 14 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 22 million shares worth $3.58 billion in the electric-vehicle maker this week, a U.S. securities filing showed on Wednesday.</p><p>The latest sale, Musk's second since his $44 billion purchase of Twitter in October, brings the total Tesla stocks sold by the billionaire to nearly $40 billion over the past year.</p><p>He now owns 13.4% of the world's most valuable carmaker, according to Refinitiv data.</p><p>Investor concerns that Musk's purchase of Twitter could divert his time away from Tesla have driven down shares of the company more than 60% in 2022, making it one of the worst-performing stocks among major automakers and tech firms this year.</p><p>The stock hit its lowest in over two years last night.</p><p>Musk, who recently lost his title as the world's richest person, unloaded shares over three days between Monday and Wednesday, according to the filing.</p><p>Tesla did not immediately respond to a Reuters request for comment outside business hours.</p><p>The latest share sale comes a month after Musk sold shares worth $4 billion in Tesla days after he closed the Twitter deal.</p></body></html>","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>Elon Musk Sells Tesla Shares Worth $3.58 Billion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Sells Tesla Shares Worth $3.58 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-15 10:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dec 14 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 22 million shares worth $3.58 billion in the electric-vehicle maker this week, a U.S. securities filing showed on Wednesday.</p><p>The latest sale, Musk's second since his $44 billion purchase of Twitter in October, brings the total Tesla stocks sold by the billionaire to nearly $40 billion over the past year.</p><p>He now owns 13.4% of the world's most valuable carmaker, according to Refinitiv data.</p><p>Investor concerns that Musk's purchase of Twitter could divert his time away from Tesla have driven down shares of the company more than 60% in 2022, making it one of the worst-performing stocks among major automakers and tech firms this year.</p><p>The stock hit its lowest in over two years last night.</p><p>Musk, who recently lost his title as the world's richest person, unloaded shares over three days between Monday and Wednesday, according to the filing.</p><p>Tesla did not immediately respond to a Reuters request for comment outside business hours.</p><p>The latest share sale comes a month after Musk sold shares worth $4 billion in Tesla days after he closed the Twitter deal.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145285433","content_text":"Dec 14 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 22 million shares worth $3.58 billion in the electric-vehicle maker this week, a U.S. securities filing showed on Wednesday.The latest sale, Musk's second since his $44 billion purchase of Twitter in October, brings the total Tesla stocks sold by the billionaire to nearly $40 billion over the past year.He now owns 13.4% of the world's most valuable carmaker, according to Refinitiv data.Investor concerns that Musk's purchase of Twitter could divert his time away from Tesla have driven down shares of the company more than 60% in 2022, making it one of the worst-performing stocks among major automakers and tech firms this year.The stock hit its lowest in over two years last night.Musk, who recently lost his title as the world's richest person, unloaded shares over three days between Monday and Wednesday, according to the filing.Tesla did not immediately respond to a Reuters request for comment outside business hours.The latest share sale comes a month after Musk sold shares worth $4 billion in Tesla days after he closed the Twitter deal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921127433,"gmtCreate":1671006225222,"gmtModify":1676538474601,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"Thx for sharing","listText":"Thx for sharing","text":"Thx for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921127433","repostId":"1105223567","repostType":4,"repost":{"id":"1105223567","pubTimestamp":1671005571,"share":"https://ttm.financial/m/news/1105223567?lang=&edition=fundamental","pubTime":"2022-12-14 16:12","language":"en","title":"3 Top Dividend Payers of the ASX 200","url":"https://stock-news.laohu8.com/highlight/detail?id=1105223567","media":"Australian Financial Review","summary":"Key pointsTelstra is returning to profitable growth through a mix of revenue growth and cost-cutting","content":"<html><head></head><body><h3>Key points</h3><ul><li>Telstra is returning to profitable growth through a mix of revenue growth and cost-cutting, while also increasing the dividend</li><li>Macquarie is a leading global financial business, with divisional diversification and an attractive balance between dividends and growth investment for shareholders</li><li>Coles is a defensive supermarket business that has a fairly high dividend payout ratio</li></ul><p>The S&P/ASX 200 Index (ASX: XJO) is full of ASX dividend shares that could be solid ideas to own for long-term passive dividend income.</p><p>Dividends can be a very effective and rewarding way for investors to benefit from the profits a business generates, without having to sell those shares.</p><p>For investors relying on dividend income, it’s the businesses with strong operations that could be the best ones to own for the years to come. I think these three are contenders.</p><h3><a href=\"https://laohu8.com/S/TLS.AU\">Telstra Group Ltd</a></h3><p>Telstra is the leading ASX telco share, with the biggest market share and a number of additional businesses on top of its core mobile division. The company recently bought a telco called Digicel Pacific which services a number of Pacific island nations. It’s also growing a division called Telstra Health, which is there to help the healthcare sector and patients digitally.</p><p>The transition to the NBN was not a good time for the business or its profit. However, that has now finished and the business is expecting to grow its underlying earnings per share (EPS) at a compound annual growth rate (CAGR) in the “high-teens” to FY25.</p><p>This could enable a stable and growing dividend for the ASX 200 dividend share in the coming years, as it cuts costs, grows mobile fees in line with inflation and rolls out 5G. I think the outlook is looking good.</p><p>The FY22 final dividend was grown by 6.25% to 8.5 cents. An annual dividend of 17 cents per share in FY23 would translate into a grossed-up dividend yield of 6% at the current Telstra share price.</p><h3><a href=\"https://laohu8.com/S/MQG.AU\">Macquarie Group Ltd</a></h3><p>I think that Macquarie is one of the leading global financial institutions. It has four different divisions – a banking and financial services (BFS) division, an investment banking segment called Macquarie Capital, an asset management division called Macquarie Asset Management and a division called commodities and global markets (CGM).</p><p>At different points of the economic cycle, each of these businesses can perform well and produce strong profits for the business.</p><p>Macquarie has a dividend payout ratio policy to pay between 50% to 70% to shareholders. In the FY23 first-half result, it paid an interim dividend of $3 per share, representing a dividend payout ratio of 50%. This came after half-year net profit grew by 13% to $2.3 billion.</p><p>This level of payout means there is plenty of profit to reinvest back into the ASX 200 dividend share for more long-term growth. I think that’s the right strategy.</p><p>The broker Morgan Stanley’s dividend estimate puts the FY23 grossed-up dividend yield at around 4.2% at the current Macquarie share price.</p><h3><a href=\"https://laohu8.com/S/COL.AU\">Coles Group Ltd</a></h3><p>Coles is a leading supermarket business. I think Coles could be considered as a very defensive ASX share, though it’s unlikely to grow at a rapid pace either due to its size and the rate of population growth.</p><p>However, the ASX 200 dividend share is investing over $1 billion into automated warehouses which could improve efficiencies, stock flow and profit margins in the coming years.</p><p>The business is paying a relatively high dividend payout ratio, providing an attractive dividend yield, while still keeping some of the profit to invest in the business and open new supermarkets.</p><p>Morgans, a broker, thinks that Coles could pay a grossed-up dividend yield of 5.5% in FY23 at the current Coles share price.</p></body></html>","source":"lsy1647818771712","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>3 Top Dividend Payers of the ASX 200</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Dividend Payers of the ASX 200\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 16:12 GMT+8 <a href=https://www.fool.com.au/2022/12/14/3-top-dividend-payers-of-the-asx-200/><strong>Australian Financial Review</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key pointsTelstra is returning to profitable growth through a mix of revenue growth and cost-cutting, while also increasing the dividendMacquarie is a leading global financial business, with ...</p>\n\n<a href=\"https://www.fool.com.au/2022/12/14/3-top-dividend-payers-of-the-asx-200/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TLS.AU":"TELSTRA GROUP LTD","COL.AU":"COLES GROUP LTD","MQG.AU":"Macquarie"},"source_url":"https://www.fool.com.au/2022/12/14/3-top-dividend-payers-of-the-asx-200/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105223567","content_text":"Key pointsTelstra is returning to profitable growth through a mix of revenue growth and cost-cutting, while also increasing the dividendMacquarie is a leading global financial business, with divisional diversification and an attractive balance between dividends and growth investment for shareholdersColes is a defensive supermarket business that has a fairly high dividend payout ratioThe S&P/ASX 200 Index (ASX: XJO) is full of ASX dividend shares that could be solid ideas to own for long-term passive dividend income.Dividends can be a very effective and rewarding way for investors to benefit from the profits a business generates, without having to sell those shares.For investors relying on dividend income, it’s the businesses with strong operations that could be the best ones to own for the years to come. I think these three are contenders.Telstra Group LtdTelstra is the leading ASX telco share, with the biggest market share and a number of additional businesses on top of its core mobile division. The company recently bought a telco called Digicel Pacific which services a number of Pacific island nations. It’s also growing a division called Telstra Health, which is there to help the healthcare sector and patients digitally.The transition to the NBN was not a good time for the business or its profit. However, that has now finished and the business is expecting to grow its underlying earnings per share (EPS) at a compound annual growth rate (CAGR) in the “high-teens” to FY25.This could enable a stable and growing dividend for the ASX 200 dividend share in the coming years, as it cuts costs, grows mobile fees in line with inflation and rolls out 5G. I think the outlook is looking good.The FY22 final dividend was grown by 6.25% to 8.5 cents. An annual dividend of 17 cents per share in FY23 would translate into a grossed-up dividend yield of 6% at the current Telstra share price.Macquarie Group LtdI think that Macquarie is one of the leading global financial institutions. It has four different divisions – a banking and financial services (BFS) division, an investment banking segment called Macquarie Capital, an asset management division called Macquarie Asset Management and a division called commodities and global markets (CGM).At different points of the economic cycle, each of these businesses can perform well and produce strong profits for the business.Macquarie has a dividend payout ratio policy to pay between 50% to 70% to shareholders. In the FY23 first-half result, it paid an interim dividend of $3 per share, representing a dividend payout ratio of 50%. This came after half-year net profit grew by 13% to $2.3 billion.This level of payout means there is plenty of profit to reinvest back into the ASX 200 dividend share for more long-term growth. I think that’s the right strategy.The broker Morgan Stanley’s dividend estimate puts the FY23 grossed-up dividend yield at around 4.2% at the current Macquarie share price.Coles Group LtdColes is a leading supermarket business. I think Coles could be considered as a very defensive ASX share, though it’s unlikely to grow at a rapid pace either due to its size and the rate of population growth.However, the ASX 200 dividend share is investing over $1 billion into automated warehouses which could improve efficiencies, stock flow and profit margins in the coming years.The business is paying a relatively high dividend payout ratio, providing an attractive dividend yield, while still keeping some of the profit to invest in the business and open new supermarkets.Morgans, a broker, thinks that Coles could pay a grossed-up dividend yield of 5.5% in FY23 at the current Coles share price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923870984,"gmtCreate":1670836898749,"gmtModify":1676538443087,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$ </a><v-v data-views=\"1\"></v-v>","text":"$OVERSEA-CHINESE BANKING CORP(O39.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923870984","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929294719,"gmtCreate":1670670341831,"gmtModify":1676538415063,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$ </a><v-v data-views=\"1\"></v-v>","text":"$UNITED OVERSEAS BANK LIMITED(U11.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929294719","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929294576,"gmtCreate":1670670262896,"gmtModify":1676538415055,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"Thanks for sharing","listText":"Thanks for sharing","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9929294576","repostId":"1181869151","repostType":4,"repost":{"id":"1181869151","pubTimestamp":1670636698,"share":"https://ttm.financial/m/news/1181869151?lang=&edition=fundamental","pubTime":"2022-12-10 09:44","market":"us","language":"en","title":"Elon Musk’s Tweeting Is Problematic for Tesla Stock. Here’s Proof","url":"https://stock-news.laohu8.com/highlight/detail?id=1181869151","media":"Barron's","summary":"Twitteris an undeniable overhang forTeslastock. Investors feel it, Wall Street believes it, and now the data say so. What no one knows is how long the overhang will last—or if it will get worse.New St","content":"<html><head></head><body><p>Twitter is an undeniable overhang for Tesla stock. Investors feel it, Wall Street believes it, and now the data say so. What no one knows is how long the overhang will last—or if it will get worse.</p><p>New Street Research analyst Pierre Ferragu took to Twitter on Friday to explain what’s going on with Tesla stock (ticker: TSLA), which was off 49% so far this year as of the close on Friday.</p><p>He attributed the bulk of the decline to what’s happened to the market, which seems sensible. The Nasdaq Composite is off about 30% year to date, and most car-related stocks have been hit hard by rising interest rates and inflation. General Motors (GM) and Ford Motor (F) shares are off about 35% and 36%, respectively, so far this year.</p><p>Twitter is also a factor for Ferragu, who noted that perceptions of Tesla’s brand are sliding. Tesla’s net brand favorability score, which is positive opinions minus negative opinions, is down about six to 10 percentage points, hovering around 20%. That tops the the U.S. government’s score, which is less than zero, according to Ferragu’s data.</p><p><img src=\"https://static.tigerbbs.com/2e818e41d57a14c6cac9cab049bb3f61\" tg-width=\"827\" tg-height=\"884\" width=\"100%\" height=\"auto\"/></p><p>Ferragu rates Tesla stock at Buy with a Street-high price target of $530, according to FactSet.</p><p>“Impact on brand perception in the general public is visible and material, but it is very unlikely to affect materially buying behaviors in the near term,” Ferragu tells<i>Barron’s</i>in an emailed statement, adding “it will turn fast.”</p><p>Just how long a temporary impact will last is anyone’s guess. The Twitter overhang led Wedbush analyst Dan Ives to cut $50 off his price target for Tesla stock in November, leaving it at $250. He has called Twitter an albatross for Tesla stock, but still rates shares at Buy.</p><p>“Tweet by tweet, Musk creates more of an overhang on Tesla,” Ives told<i>Barron’s</i>Friday by email. “The Musk Twitter fiasco a darkening black cloud over the story. Perception is reality for the Street for now on Tesla.”</p><p>Tesla CEO Elon Musk ‘s recent tweets include shots at competitors, discussions of election interference by Twitter, disapproval of the Federal Reserve’s interest-rate policy, and claims of media bias. Those tweets were all this week.</p><p>Tesla investors still get tidbits about the car company from Musk’s tweeting. He responded to Ferragu’s thread, commenting that margin loans of Tesla stock don’t make sense in this weakening economic environment.</p><p>That’s a bit of good news for Tesla shareholders who don’t like Musk selling Tesla stock, and don’t want any sales tied to margin calls. Still, the possibility of Musk selling stock to help fund Twitter remains part of the overall overhang. Ferragu dismissed Musk selling Tesla stock as a long-term risk, though, writing that the sales would be “negligible to the market cap and trading volumes of [Tesla].”</p><p>If Musk’s stock sales aren’t the main cause of the overhang on the Tesla brand and shares, then that leaves the toll that Twitter takes on Musk’s full attention. Whatever the source, the impact is real.</p><p>Coming into Thursday, Tesla shares had declined about 23% since Musk completed the purchase of the social medial platform. The Nasdaq Composite has risen about 3% over the same span.</p><p>The spread is growing. It was negligible until early November, when Musk sold more Tesla stock after the deal close—a surprise to investors. After the sale, the spread was about 20 percentage points. It moved as high as 26 points this week, but had slipped back to 22 points as of the close of trading on Friday.</p><p>Tesla stock has been cut almost in half year to date. If Tesla stock were at the level it sold for before Musk completed the Twitter purchase, it would be off about 34% year to date, in line with GM and Ford stock.</p><p>The performance gap between Tesla and the rest of the car industry is the gain that investors can expect from Tesla stock if the Twitter overhang ever lifts.</p><p>That would put Tesla stock at roughly $225 a share. Investors hope for that rally soon.</p><p>Tesla stock closed 3.2% higher on Friday. TheS&P 500 and the Nasdaq Composite both lost 0.7%.</p><p>The stock snapped a four-day losing streak that cost investors about 11%. Tesla stock is now down about 8% for the week.</p></body></html>","source":"lsy1610680873436","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>Elon Musk’s Tweeting Is Problematic for Tesla Stock. Here’s Proof</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk’s Tweeting Is Problematic for Tesla Stock. Here’s Proof\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-10 09:44 GMT+8 <a href=https://www.barrons.com/articles/elon-musk-twitter-tesla-stock-51670602565?mod=hp_LEAD_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Twitter is an undeniable overhang for Tesla stock. Investors feel it, Wall Street believes it, and now the data say so. What no one knows is how long the overhang will last—or if it will get worse.New...</p>\n\n<a href=\"https://www.barrons.com/articles/elon-musk-twitter-tesla-stock-51670602565?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/elon-musk-twitter-tesla-stock-51670602565?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181869151","content_text":"Twitter is an undeniable overhang for Tesla stock. Investors feel it, Wall Street believes it, and now the data say so. What no one knows is how long the overhang will last—or if it will get worse.New Street Research analyst Pierre Ferragu took to Twitter on Friday to explain what’s going on with Tesla stock (ticker: TSLA), which was off 49% so far this year as of the close on Friday.He attributed the bulk of the decline to what’s happened to the market, which seems sensible. The Nasdaq Composite is off about 30% year to date, and most car-related stocks have been hit hard by rising interest rates and inflation. General Motors (GM) and Ford Motor (F) shares are off about 35% and 36%, respectively, so far this year.Twitter is also a factor for Ferragu, who noted that perceptions of Tesla’s brand are sliding. Tesla’s net brand favorability score, which is positive opinions minus negative opinions, is down about six to 10 percentage points, hovering around 20%. That tops the the U.S. government’s score, which is less than zero, according to Ferragu’s data.Ferragu rates Tesla stock at Buy with a Street-high price target of $530, according to FactSet.“Impact on brand perception in the general public is visible and material, but it is very unlikely to affect materially buying behaviors in the near term,” Ferragu tellsBarron’sin an emailed statement, adding “it will turn fast.”Just how long a temporary impact will last is anyone’s guess. The Twitter overhang led Wedbush analyst Dan Ives to cut $50 off his price target for Tesla stock in November, leaving it at $250. He has called Twitter an albatross for Tesla stock, but still rates shares at Buy.“Tweet by tweet, Musk creates more of an overhang on Tesla,” Ives toldBarron’sFriday by email. “The Musk Twitter fiasco a darkening black cloud over the story. Perception is reality for the Street for now on Tesla.”Tesla CEO Elon Musk ‘s recent tweets include shots at competitors, discussions of election interference by Twitter, disapproval of the Federal Reserve’s interest-rate policy, and claims of media bias. Those tweets were all this week.Tesla investors still get tidbits about the car company from Musk’s tweeting. He responded to Ferragu’s thread, commenting that margin loans of Tesla stock don’t make sense in this weakening economic environment.That’s a bit of good news for Tesla shareholders who don’t like Musk selling Tesla stock, and don’t want any sales tied to margin calls. Still, the possibility of Musk selling stock to help fund Twitter remains part of the overall overhang. Ferragu dismissed Musk selling Tesla stock as a long-term risk, though, writing that the sales would be “negligible to the market cap and trading volumes of [Tesla].”If Musk’s stock sales aren’t the main cause of the overhang on the Tesla brand and shares, then that leaves the toll that Twitter takes on Musk’s full attention. Whatever the source, the impact is real.Coming into Thursday, Tesla shares had declined about 23% since Musk completed the purchase of the social medial platform. The Nasdaq Composite has risen about 3% over the same span.The spread is growing. It was negligible until early November, when Musk sold more Tesla stock after the deal close—a surprise to investors. After the sale, the spread was about 20 percentage points. It moved as high as 26 points this week, but had slipped back to 22 points as of the close of trading on Friday.Tesla stock has been cut almost in half year to date. If Tesla stock were at the level it sold for before Musk completed the Twitter purchase, it would be off about 34% year to date, in line with GM and Ford stock.The performance gap between Tesla and the rest of the car industry is the gain that investors can expect from Tesla stock if the Twitter overhang ever lifts.That would put Tesla stock at roughly $225 a share. Investors hope for that rally soon.Tesla stock closed 3.2% higher on Friday. TheS&P 500 and the Nasdaq Composite both lost 0.7%.The stock snapped a four-day losing streak that cost investors about 11%. Tesla stock is now down about 8% for the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9087999670,"gmtCreate":1650936820947,"gmtModify":1676534819395,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>At present stage, it seems best to invest in property or tourist related bussiness.","listText":"<a href=\"https://ttm.financial/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>At present stage, it seems best to invest in property or tourist related bussiness.","text":"$CITY DEVELOPMENTS LIMITED(C09.SI)$At present stage, it seems best to invest in property or tourist related bussiness.","images":[{"img":"https://community-static.tradeup.com/news/808de19c204155cf4e45becd0c392879","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":91,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/9087999670","isVote":1,"tweetType":1,"viewCount":2446,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4101449859353790","authorId":"4101449859353790","name":"Joshua_sg","avatar":"https://static.itradeup.com/news/d3fdc7d40028e9d6c37fd90f852fcd14","crmLevel":2,"crmLevelSwitch":0,"idStr":"4101449859353790","authorIdStr":"4101449859353790"},"content":"Thanks for sharing","text":"Thanks for sharing","html":"Thanks for sharing"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9056066058,"gmtCreate":1654912310575,"gmtModify":1676535532861,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>Reit Under Capitaland investment. With Shopping mall and Industries building.","listText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>Reit Under Capitaland investment. With Shopping mall and Industries building.","text":"$CapLand China T(AU8U.SI)$Reit Under Capitaland investment. With Shopping mall and Industries building.","images":[{"img":"https://community-static.tradeup.com/news/0b614dacfb6f4be315c6c1cdec843450","width":"1080","height":"3039"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":89,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056066058","isVote":1,"tweetType":1,"viewCount":1979,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087945317850020","authorId":"4087945317850020","name":"hh488","avatar":"https://static.tigerbbs.com/7ef8dc41ed1e0c6e411a9a46b77edd66","crmLevel":5,"crmLevelSwitch":1,"idStr":"4087945317850020","authorIdStr":"4087945317850020"},"content":"Below Nav. Very few REIT below Nav. Can buy & keep.","text":"Below Nav. Very few REIT below Nav. Can buy & keep.","html":"Below Nav. Very few REIT below Nav. Can buy & keep."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9932566452,"gmtCreate":1662958048377,"gmtModify":1676537171717,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>Due to China Cov-19 policy, this may affect Economic, hope this situation will be easing soon.Overall, at present price, it divident still has around 6.5%.","listText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>Due to China Cov-19 policy, this may affect Economic, hope this situation will be easing soon.Overall, at present price, it divident still has around 6.5%.","text":"$CapLand China T(AU8U.SI)$Due to China Cov-19 policy, this may affect Economic, hope this situation will be easing soon.Overall, at present price, it divident still has around 6.5%.","images":[{"img":"https://community-static.tradeup.com/news/bff87961813fee6601e7673a27566a28","width":"1080","height":"1646"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":43,"commentSize":44,"repostSize":1,"link":"https://ttm.financial/post/9932566452","isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"content":"Hopefully after politburo elections they will ease the Covid policy.","text":"Hopefully after politburo elections they will ease the Covid policy.","html":"Hopefully after politburo elections they will ease the Covid policy."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9028446803,"gmtCreate":1653270813402,"gmtModify":1676535251215,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a> Divdent Stock, however, recent lockdown in shanghai may affect its revenune.","listText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a> Divdent Stock, however, recent lockdown in shanghai may affect its revenune.","text":"$CapLand China T(AU8U.SI)$ Divdent Stock, however, recent lockdown in shanghai may affect its revenune.","images":[{"img":"https://community-static.tradeup.com/news/52383c69f53dc06106b3855be8a55833","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":38,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028446803","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9936529523,"gmtCreate":1662784514563,"gmtModify":1676537141286,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S58.SI\">$SATS LTD.(S58.SI)$</a>After openning up border, and flight will be in and out. SATs bussiness will be back.","listText":"<a href=\"https://ttm.financial/S/S58.SI\">$SATS LTD.(S58.SI)$</a>After openning up border, and flight will be in and out. SATs bussiness will be back.","text":"$SATS LTD.(S58.SI)$After openning up border, and flight will be in and out. SATs bussiness will be back.","images":[{"img":"https://community-static.tradeup.com/news/6782890d42110f4031c85839f9e12f48","width":"1080","height":"1646"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":30,"commentSize":22,"repostSize":0,"link":"https://ttm.financial/post/9936529523","isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9939478785,"gmtCreate":1662165003348,"gmtModify":1676537009665,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NS8U.SI\">$HUTCHISON PORT HOLDINGS TRUST(NS8U.SI)$</a>Once you are in the market market, you ate in the Sea, cant aviod the wave. Question is do you have a float.","listText":"<a href=\"https://ttm.financial/S/NS8U.SI\">$HUTCHISON PORT HOLDINGS TRUST(NS8U.SI)$</a>Once you are in the market market, you ate in the Sea, cant aviod the wave. Question is do you have a float.","text":"$HUTCHISON PORT HOLDINGS TRUST(NS8U.SI)$Once you are in the market market, you ate in the Sea, cant aviod the wave. Question is do you have a float.","images":[{"img":"https://community-static.tradeup.com/news/e47d43070a960fac9f499c0f1976117f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":11,"repostSize":3,"link":"https://ttm.financial/post/9939478785","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9087990818,"gmtCreate":1650936715388,"gmtModify":1676534819370,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInves(9CI.SI)$</a>Some \"Specialist\" adviced that, during inflation, is best to invest in property, commoditites, or Gold. ","listText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInves(9CI.SI)$</a>Some \"Specialist\" adviced that, during inflation, is best to invest in property, commoditites, or Gold. ","text":"$CapitaLandInves(9CI.SI)$Some \"Specialist\" adviced that, during inflation, is best to invest in property, commoditites, or Gold.","images":[{"img":"https://community-static.tradeup.com/news/7e770f7879d201e8a471673de336bbe7","width":"1080","height":"3039"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9087990818","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9017729799,"gmtCreate":1649812494445,"gmtModify":1676534581378,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>Well established Property company, even thought it has invested wrongly two years ago.","listText":"<a href=\"https://ttm.financial/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>Well established Property company, even thought it has invested wrongly two years ago.","text":"$CITY DEVELOPMENTS LIMITED(C09.SI)$Well established Property company, even thought it has invested wrongly two years ago.","images":[{"img":"https://community-static.tradeup.com/news/e8f470cd19d9ab49fa49d72bed90cc7d","width":"1080","height":"2104"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017729799","isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9085623892,"gmtCreate":1650690700347,"gmtModify":1676534778300,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a>with high inflation and flautuating stock, I think bank stock is the best investment.","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a>with high inflation and flautuating stock, I think bank stock is the best investment.","text":"$UNITED OVERSEAS BANK LIMITED(U11.SI)$with high inflation and flautuating stock, I think bank stock is the best investment.","images":[{"img":"https://community-static.tradeup.com/news/6384fdab61ed2418e8c1c4767dd913f0","width":"1080","height":"3039"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085623892","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9960963969,"gmtCreate":1668045681351,"gmtModify":1676538003671,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"Thanks for sharing.","listText":"Thanks for sharing.","text":"Thanks for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9960963969","repostId":"2282353541","repostType":4,"repost":{"id":"2282353541","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1668047258,"share":"https://ttm.financial/m/news/2282353541?lang=&edition=fundamental","pubTime":"2022-11-10 10:27","market":"us","language":"en","title":"Wall Street Ends Lower After Midterm Election, CPI in Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2282353541","media":"Reuters","summary":"*$Meta Platforms(META)$ gains on decision to cut 11,000 jobs*Disney sees biggest one-day drop since 2001 after report*Indexes: S&P 500 -2.08%, Nasdaq -2.48%, Dow -1.95%Nov 9 (Reuters) - Wall Street en","content":"<html><head></head><body><p>* <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> gains on decision to cut 11,000 jobs</p><p>* Disney sees biggest one-day drop since 2001 after report</p><p>* Indexes: S&P 500 -2.08%, Nasdaq -2.48%, Dow -1.95%</p><p><img src=\"https://static.tigerbbs.com/c7d9dcea179028fdb2feafbd467d08d9\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p><p>Nov 9 (Reuters) - Wall Street ended sharply lower on Wednesday as Republican gains in midterm elections appeared more modest than some expected, with investors also focusing on upcoming inflation data that will provide clues about the severity of future interest rate hikes.</p><p>Republicans were still favored to win control of the House of Representatives but key races were too close to call, with a better-than-expected showing by Democrats diminishing the prospect of a so-called red wave of Republican gains.</p><p>"What was really more expected in the market was a red wave," said Jay Hatfield, CEO of Infrastructure Capital Management in New York. "I think we were in a unique situation where the more the Republicans won, the better off the market would have been. At least there would have been some stocks strongly rallying, like defense and energy stocks."</p><p>Also hurting sentiment, Walt Disney Co tumbled 13% - its biggest one-day drop since 2001 - after the entertainment heavyweight reported more losses from its push into streaming video.</p><p>Tesla Inc dropped 7.2% to a two-year low after Chief Executive Elon Musk late on Tuesday disclosed that he sold $3.95 billion worth of shares in the electric-vehicle maker days after he closed the $44 billion deal for Twitter Inc.</p><p>Clean energy shares, which typically benefit under a Democratic leadership, rose, with the Invesco Solar ETF up almost 1%.</p><p>Wednesday's drop on Wall Street ended a three-day rally in which the S&P 500 had gained almost 3%.</p><p>With the election outcome still uncertain, investors were turning their attention to October inflation data due out on Thursday, which could shed more light on whether the Fed might soften its aggressive stance on interest rate hikes.</p><p>"CPI is one of the more important inputs in terms of the inflation environment. You'd be hard-pressed to find many investors that want to make a big bet in front of (the report)," said Art Hogan, chief market strategist at B. Riley Financial.</p><p>Major indexes added to declines as Treasury yields climbed further after a poor auction of 10-year notes by the U.S. Treasury. Treasury yields reversed and fell later in the day.</p><p>Traders are split over whether the Fed will raise rates by 50 basis points or 75 basis points in December, according to CME Group's Fedwatch tool.</p><p>The S&P 500 declined 2.08% to end the session at 3,748.57 points.</p><p>The Nasdaq declined 2.48% to 10,353.18 points, while the Dow Jones Industrial Average declined 1.95% to 32,513.94 points.</p><p>Investors also fretted about the health of major cryptocurrency exchange FTX after a deal to buy it collapsed as bigger rival Binance said it was pulling out.</p><p>Meta Platforms Inc jumped about 5% after the Facebook parent said it was cutting 13% of its workforce, or more than 11,000 employees, in one of the biggest tech layoffs this year.</p><p>Wendy's Co rallied 3% after the hamburger chain reported quarterly sales and profit that beat analysts' estimates.</p><p>Declining stocks outnumbered rising ones within the S&P 500 by a 11.9-to-one ratio.</p><p>The S&P 500 posted 10 new highs and 16 new lows; the Nasdaq recorded 69 new highs and 463 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 11.6 billion shares traded, compared with an average of 11.8 billion shares over the previous 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Ends Lower After Midterm Election, CPI in Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Ends Lower After Midterm Election, CPI in Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-10 10:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> gains on decision to cut 11,000 jobs</p><p>* Disney sees biggest one-day drop since 2001 after report</p><p>* Indexes: S&P 500 -2.08%, Nasdaq -2.48%, Dow -1.95%</p><p><img src=\"https://static.tigerbbs.com/c7d9dcea179028fdb2feafbd467d08d9\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p><p>Nov 9 (Reuters) - Wall Street ended sharply lower on Wednesday as Republican gains in midterm elections appeared more modest than some expected, with investors also focusing on upcoming inflation data that will provide clues about the severity of future interest rate hikes.</p><p>Republicans were still favored to win control of the House of Representatives but key races were too close to call, with a better-than-expected showing by Democrats diminishing the prospect of a so-called red wave of Republican gains.</p><p>"What was really more expected in the market was a red wave," said Jay Hatfield, CEO of Infrastructure Capital Management in New York. "I think we were in a unique situation where the more the Republicans won, the better off the market would have been. At least there would have been some stocks strongly rallying, like defense and energy stocks."</p><p>Also hurting sentiment, Walt Disney Co tumbled 13% - its biggest one-day drop since 2001 - after the entertainment heavyweight reported more losses from its push into streaming video.</p><p>Tesla Inc dropped 7.2% to a two-year low after Chief Executive Elon Musk late on Tuesday disclosed that he sold $3.95 billion worth of shares in the electric-vehicle maker days after he closed the $44 billion deal for Twitter Inc.</p><p>Clean energy shares, which typically benefit under a Democratic leadership, rose, with the Invesco Solar ETF up almost 1%.</p><p>Wednesday's drop on Wall Street ended a three-day rally in which the S&P 500 had gained almost 3%.</p><p>With the election outcome still uncertain, investors were turning their attention to October inflation data due out on Thursday, which could shed more light on whether the Fed might soften its aggressive stance on interest rate hikes.</p><p>"CPI is one of the more important inputs in terms of the inflation environment. You'd be hard-pressed to find many investors that want to make a big bet in front of (the report)," said Art Hogan, chief market strategist at B. Riley Financial.</p><p>Major indexes added to declines as Treasury yields climbed further after a poor auction of 10-year notes by the U.S. Treasury. Treasury yields reversed and fell later in the day.</p><p>Traders are split over whether the Fed will raise rates by 50 basis points or 75 basis points in December, according to CME Group's Fedwatch tool.</p><p>The S&P 500 declined 2.08% to end the session at 3,748.57 points.</p><p>The Nasdaq declined 2.48% to 10,353.18 points, while the Dow Jones Industrial Average declined 1.95% to 32,513.94 points.</p><p>Investors also fretted about the health of major cryptocurrency exchange FTX after a deal to buy it collapsed as bigger rival Binance said it was pulling out.</p><p>Meta Platforms Inc jumped about 5% after the Facebook parent said it was cutting 13% of its workforce, or more than 11,000 employees, in one of the biggest tech layoffs this year.</p><p>Wendy's Co rallied 3% after the hamburger chain reported quarterly sales and profit that beat analysts' estimates.</p><p>Declining stocks outnumbered rising ones within the S&P 500 by a 11.9-to-one ratio.</p><p>The S&P 500 posted 10 new highs and 16 new lows; the Nasdaq recorded 69 new highs and 463 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 11.6 billion shares traded, compared with an average of 11.8 billion shares over the previous 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","WEN":"温蒂汉堡",".IXIC":"NASDAQ Composite","TSLA":"特斯拉","DIS":"迪士尼",".SPX":"S&P 500 Index","META":"Meta Platforms, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282353541","content_text":"* Meta Platforms gains on decision to cut 11,000 jobs* Disney sees biggest one-day drop since 2001 after report* Indexes: S&P 500 -2.08%, Nasdaq -2.48%, Dow -1.95%Nov 9 (Reuters) - Wall Street ended sharply lower on Wednesday as Republican gains in midterm elections appeared more modest than some expected, with investors also focusing on upcoming inflation data that will provide clues about the severity of future interest rate hikes.Republicans were still favored to win control of the House of Representatives but key races were too close to call, with a better-than-expected showing by Democrats diminishing the prospect of a so-called red wave of Republican gains.\"What was really more expected in the market was a red wave,\" said Jay Hatfield, CEO of Infrastructure Capital Management in New York. \"I think we were in a unique situation where the more the Republicans won, the better off the market would have been. At least there would have been some stocks strongly rallying, like defense and energy stocks.\"Also hurting sentiment, Walt Disney Co tumbled 13% - its biggest one-day drop since 2001 - after the entertainment heavyweight reported more losses from its push into streaming video.Tesla Inc dropped 7.2% to a two-year low after Chief Executive Elon Musk late on Tuesday disclosed that he sold $3.95 billion worth of shares in the electric-vehicle maker days after he closed the $44 billion deal for Twitter Inc.Clean energy shares, which typically benefit under a Democratic leadership, rose, with the Invesco Solar ETF up almost 1%.Wednesday's drop on Wall Street ended a three-day rally in which the S&P 500 had gained almost 3%.With the election outcome still uncertain, investors were turning their attention to October inflation data due out on Thursday, which could shed more light on whether the Fed might soften its aggressive stance on interest rate hikes.\"CPI is one of the more important inputs in terms of the inflation environment. You'd be hard-pressed to find many investors that want to make a big bet in front of (the report),\" said Art Hogan, chief market strategist at B. Riley Financial.Major indexes added to declines as Treasury yields climbed further after a poor auction of 10-year notes by the U.S. Treasury. Treasury yields reversed and fell later in the day.Traders are split over whether the Fed will raise rates by 50 basis points or 75 basis points in December, according to CME Group's Fedwatch tool.The S&P 500 declined 2.08% to end the session at 3,748.57 points.The Nasdaq declined 2.48% to 10,353.18 points, while the Dow Jones Industrial Average declined 1.95% to 32,513.94 points.Investors also fretted about the health of major cryptocurrency exchange FTX after a deal to buy it collapsed as bigger rival Binance said it was pulling out.Meta Platforms Inc jumped about 5% after the Facebook parent said it was cutting 13% of its workforce, or more than 11,000 employees, in one of the biggest tech layoffs this year.Wendy's Co rallied 3% after the hamburger chain reported quarterly sales and profit that beat analysts' estimates.Declining stocks outnumbered rising ones within the S&P 500 by a 11.9-to-one ratio.The S&P 500 posted 10 new highs and 16 new lows; the Nasdaq recorded 69 new highs and 463 new lows.Volume on U.S. exchanges was relatively light, with 11.6 billion shares traded, compared with an average of 11.8 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087426698,"gmtCreate":1651039877732,"gmtModify":1676534839575,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>My personal Strategy.1) buy low sell high.2) Spread into 4 - 5 entry points, when the stock go down every 10%, will be my accumulation point.3) every entry point amount will increase by 10% too.4) Most important point is : The stock must have its investing value, else it may not move up at all.5) Since i dont have much money, I will focus on one Stock only.","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>My personal Strategy.1) buy low sell high.2) Spread into 4 - 5 entry points, when the stock go down every 10%, will be my accumulation point.3) every entry point amount will increase by 10% too.4) Most important point is : The stock must have its investing value, else it may not move up at all.5) Since i dont have much money, I will focus on one Stock only.","text":"$Tiger Brokers(TIGR)$My personal Strategy.1) buy low sell high.2) Spread into 4 - 5 entry points, when the stock go down every 10%, will be my accumulation point.3) every entry point amount will increase by 10% too.4) Most important point is : The stock must have its investing value, else it may not move up at all.5) Since i dont have much money, I will focus on one Stock only.","images":[{"img":"https://community-static.tradeup.com/news/c1705ee896e6c4de5f3e962a1cc83a80","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087426698","isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9041839360,"gmtCreate":1656031628750,"gmtModify":1676535754155,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>Trust with possible 7-8% divident return.","listText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>Trust with possible 7-8% divident return.","text":"$CapLand China T(AU8U.SI)$Trust with possible 7-8% divident return.","images":[{"img":"https://community-static.tradeup.com/news/ae168f465cc9bbfde53587b8c4bde7bc","width":"1080","height":"3039"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041839360","isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093059271761650","authorId":"4093059271761650","name":"powerbert","avatar":"https://static.tigerbbs.com/58b4a4434d2d9949729ba54620260514","crmLevel":4,"crmLevelSwitch":1,"idStr":"4093059271761650","authorIdStr":"4093059271761650"},"content":"Yes, good share, I am holding on to it for dividend income.","text":"Yes, good share, I am holding on to it for dividend income.","html":"Yes, good share, I am holding on to it for dividend income."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9087422577,"gmtCreate":1651040005064,"gmtModify":1676534839604,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C07.SI\">$JARDINE CYCLE & CARRIAGE LTD(C07.SI)$</a>Beward, once the divident date Ex, price might move downards. However, in the long run, i still have confident in this stock.","listText":"<a href=\"https://ttm.financial/S/C07.SI\">$JARDINE CYCLE & CARRIAGE LTD(C07.SI)$</a>Beward, once the divident date Ex, price might move downards. However, in the long run, i still have confident in this stock.","text":"$JARDINE CYCLE & CARRIAGE LTD(C07.SI)$Beward, once the divident date Ex, price might move downards. However, in the long run, i still have confident in this stock.","images":[{"img":"https://community-static.tradeup.com/news/1613f91574fe6f40d1a08d12f23eb8d8","width":"1080","height":"3039"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087422577","isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9083892842,"gmtCreate":1650086793535,"gmtModify":1676534645294,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>Accumulating, expect him to reach its previous high within two/three years.","listText":"<a href=\"https://ttm.financial/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>Accumulating, expect him to reach its previous high within two/three years.","text":"$CITY DEVELOPMENTS LIMITED(C09.SI)$Accumulating, expect him to reach its previous high within two/three years.","images":[{"img":"https://community-static.tradeup.com/news/1e79f591ae5ad9581daad13aa3ff27bd","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083892842","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9928965608,"gmtCreate":1671170499005,"gmtModify":1676538503351,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"Storm is happending","listText":"Storm is happending","text":"Storm is happending","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928965608","repostId":"2291168016","repostType":4,"repost":{"id":"2291168016","pubTimestamp":1671148936,"share":"https://ttm.financial/m/news/2291168016?lang=&edition=fundamental","pubTime":"2022-12-16 08:02","market":"us","language":"en","title":"Stocks Could Face Another Explosion of Volatility Friday As $4 Trillion of Options Expire in \"Quadruple Witching\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2291168016","media":"MarketWatch","summary":"Dow books affliction day in 3 month Thursday as recession fears rear alternate upThe banal bazaar co","content":"<html><head></head><body><p>Dow books affliction day in 3 month Thursday as recession fears rear alternate up</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f364b30b0ddc76e531ee4f6d1228eedb\" tg-width=\"1280\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>The banal bazaar could really-feel a little grumpier than accepted on Friday while “quadruple witching” rolls all over and a abundance of disinterestedness options and futures are set to expire.</span></p><p>Stocks have been on a agrarian ride this week, and altitude could still get weirder as traders brace for “quadruple witching” on Friday, while a flurry of disinterestedness options and futures affairs expire.</p><p>In particular, options affairs angry to $4 abundance in stocks, stock-index futures and exchange-traded payments are set to expire, authoritative Friday potentially the busiest day for options traders this year, in accordance to abstracts aggregate by Rocky Fishman, the arch of basis animation analysis at Goldman Sachs.</p><p>The term “quadruple witching” refers to days when a group of equity-linked options and futures contracts expire, such as tradestation telling. This only happens four times a year, once every quarter.</p><p><img src=\"https://static.tigerbbs.com/61ca827ef2d73c594ab99cd494f07b72\" tg-width=\"700\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>Additionally, the biggest slug of equity options expires in December, and this year is no exception, Fishman said, as the $4 trillion expiring Friday is the largest option exposure since at least the beginning of the year.</p><p>Reliance on options by both retail and institutional traders has increased this year as traders turn to short-term contracts to try to profit from large, last-minute swings, according to Callie Cox, US. Investment Analyst at eToro.</p><p>“We’ve seen a lot of retail clients look to options at the end of the year to think about hedging and speculating,” Cox said, adding that on Friday “there was going to be a huge option expiration.”</p><p>Options involving $2.4 trillion in S&P 500 index futures are expected to be the main event on Friday, with hundreds of thousands of contracts with strike prices centered around the 4,000 level set to expire, according to Brent Kochuba, founder of options analytical service Spotgama.</p><p>Puts and calls on the large-cap index are “very focused on the 4,000 strike,” Kochuba said in emailed comments to MarketWatch, adding that the recent turbulence in the markets suggests that traders may be underestimating That’s how volatile markets can be at the end of the year.</p><p>The low level of liquidity, which is typical during the latter half of December, could weigh on stocks further as options dealers scramble to adjust their positions accordingly, said Garrett DeSimone, principal quant at Options Metrics.</p><p>“Large hypothetical expirations can cause turbulence, especially during periods of increased volatility or constrained liquidity. When large amounts are flushed through gamma expirations, it is important for market makers to adjust their delta hedges. Rebalancing has to go through. This can lead to short-term volatility in the markets, which can lead to higher volatility,” DeSimone said.</p><p>US stocks declined on Thursday, with the Dow Jones Industrial Average falling over 750 points to book its worst day in three months. S&P 500 recorded its worst day in more than two months, while the Nasdaq Composite, It recorded its biggest decline since the beginning of November.</p></body></html>","source":"lsy1603348471595","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>Stocks Could Face Another Explosion of Volatility Friday As $4 Trillion of Options Expire in \"Quadruple Witching\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Could Face Another Explosion of Volatility Friday As $4 Trillion of Options Expire in \"Quadruple Witching\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-16 08:02 GMT+8 <a href=https://www.marketwatch.com/story/stocks-could-face-another-explosion-of-volatility-friday-as-4-trillion-of-options-expire-in-quadruple-witching-11671142359?mod=dist_amp_social&link=sfmw_tw&redirect=amp><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dow books affliction day in 3 month Thursday as recession fears rear alternate upThe banal bazaar could really-feel a little grumpier than accepted on Friday while “quadruple witching” rolls all over ...</p>\n\n<a href=\"https://www.marketwatch.com/story/stocks-could-face-another-explosion-of-volatility-friday-as-4-trillion-of-options-expire-in-quadruple-witching-11671142359?mod=dist_amp_social&link=sfmw_tw&redirect=amp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/stocks-could-face-another-explosion-of-volatility-friday-as-4-trillion-of-options-expire-in-quadruple-witching-11671142359?mod=dist_amp_social&link=sfmw_tw&redirect=amp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291168016","content_text":"Dow books affliction day in 3 month Thursday as recession fears rear alternate upThe banal bazaar could really-feel a little grumpier than accepted on Friday while “quadruple witching” rolls all over and a abundance of disinterestedness options and futures are set to expire.Stocks have been on a agrarian ride this week, and altitude could still get weirder as traders brace for “quadruple witching” on Friday, while a flurry of disinterestedness options and futures affairs expire.In particular, options affairs angry to $4 abundance in stocks, stock-index futures and exchange-traded payments are set to expire, authoritative Friday potentially the busiest day for options traders this year, in accordance to abstracts aggregate by Rocky Fishman, the arch of basis animation analysis at Goldman Sachs.The term “quadruple witching” refers to days when a group of equity-linked options and futures contracts expire, such as tradestation telling. This only happens four times a year, once every quarter.Additionally, the biggest slug of equity options expires in December, and this year is no exception, Fishman said, as the $4 trillion expiring Friday is the largest option exposure since at least the beginning of the year.Reliance on options by both retail and institutional traders has increased this year as traders turn to short-term contracts to try to profit from large, last-minute swings, according to Callie Cox, US. Investment Analyst at eToro.“We’ve seen a lot of retail clients look to options at the end of the year to think about hedging and speculating,” Cox said, adding that on Friday “there was going to be a huge option expiration.”Options involving $2.4 trillion in S&P 500 index futures are expected to be the main event on Friday, with hundreds of thousands of contracts with strike prices centered around the 4,000 level set to expire, according to Brent Kochuba, founder of options analytical service Spotgama.Puts and calls on the large-cap index are “very focused on the 4,000 strike,” Kochuba said in emailed comments to MarketWatch, adding that the recent turbulence in the markets suggests that traders may be underestimating That’s how volatile markets can be at the end of the year.The low level of liquidity, which is typical during the latter half of December, could weigh on stocks further as options dealers scramble to adjust their positions accordingly, said Garrett DeSimone, principal quant at Options Metrics.“Large hypothetical expirations can cause turbulence, especially during periods of increased volatility or constrained liquidity. When large amounts are flushed through gamma expirations, it is important for market makers to adjust their delta hedges. Rebalancing has to go through. This can lead to short-term volatility in the markets, which can lead to higher volatility,” DeSimone said.US stocks declined on Thursday, with the Dow Jones Industrial Average falling over 750 points to book its worst day in three months. S&P 500 recorded its worst day in more than two months, while the Nasdaq Composite, It recorded its biggest decline since the beginning of November.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981134021,"gmtCreate":1666413564964,"gmtModify":1676537754460,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"Noted with thanks","listText":"Noted with thanks","text":"Noted with thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9981134021","repostId":"2277025934","repostType":4,"repost":{"id":"2277025934","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1666400250,"share":"https://ttm.financial/m/news/2277025934?lang=&edition=fundamental","pubTime":"2022-10-22 08:57","market":"us","language":"en","title":"Fed's Rate Debate Shifts to How, and When, to Slow Down","url":"https://stock-news.laohu8.com/highlight/detail?id=2277025934","media":"Reuters","summary":"(Reuters) - The Federal Reserve, set to approve another large interest rate increase early next mont","content":"<html><head></head><body><p>(Reuters) - The Federal Reserve, set to approve another large interest rate increase early next month, is shifting to a debate over how much higher it can safely push borrowing costs and how and when to slow the pace of future increases.</p><p>The U.S. central bank is likely to provide a signal at its Nov. 1-2 policy meeting as officials weigh what some see as growing risks to economic growth against a lack of obvious progress in lowering inflation from its pandemic-related surge.</p><p>"This debate about exactly where we should go, and then become more data-dependent, is going to heat up in the last part of the year here," St. Louis Fed President James Bullard said in a Reuters interview last week.</p><p>San Francisco Fed President Mary Daly added her voice to that debate on Friday during an event in Monterey, California. While acknowledging that high inflation made it "really challenging" for the central bank to step down from its rate hikes, Daly said "the time is now to start talking about stepping down. The time is now to start planning for stepping down."</p><p>Investors widely expect the Fed next month to raise its benchmark overnight interest rate by three-quarters of a percentage point for a fourth consecutive time, lifting it to a range of 3.75% to 4.00%.</p><p>Yet even as markets point to another large increase at the final policy meeting of the year in December, sentiment is building within the Fed to take a breather. While the process of raising interest rates is not yet finished, policymakers feel they may be at the point where further increases can be smaller in size, and are close to where they can pause altogether in order to take stock as the economy adjusts to the rapid change in credit conditions the central bank has set in motion.</p><p>That advice has been subtle: In a speech earlier this month, Fed Vice Chair Lael Brainard offered a list of reasons to be cautious about further tightening without overtly calling for a slowdown or pause.</p><p>It also has been blunt: In comments this week in Virginia, Chicago Fed President Charles Evans warned of outsized "nonlinear" risks to the economy if the federal funds rate is lifted much beyond the 4.6% level officials projected in September that they would reach next year.</p><p>"It really does begin to weigh on the economy," Evans said. Even with the existing rate outlook, it was a "closer call than normal" whether recession can be avoided.</p><p>With that view becoming more full-throated, and more economists saying a U.S. recession is likely next year, the November meeting may well be when the Fed signals it is time to slow down - a moment Fed Chair Jerome Powell said in a Sept. 21 news conference would be approaching "at some point."</p><p>Powell has not spoken publicly about monetary policy since then.</p><p><b>INFLATION SURPRISES</b></p><p>Data on inflation has offered little relief to the Fed. Headline consumer prices rose in September at an 8.2% annual rate. The U.S. central bank uses a different inflation measure for its 2% inflation target, but that remains roughly three times the target.</p><p>Job growth continues to be strong, with a still-outsized number of vacancies compared to the number of jobseekers. Employers say it remains difficult to find workers.</p><p>Yet even some of the Fed's most hawkish voices appear ready to let the economy have time to catch up with the monetary tightening already underway.</p><p>Bullard told Reuters he also sees a federal funds rate of around 4.6% as a point to pause and take stock, though he'd prefer to get there by the end of this year with two more 75-basis-point increases and then let policy evolve in 2023 based on how inflation behaves.</p><p>Expectations at the Fed about inflation have begun to settle around three key points that both buttress the calls for caution on further rate hikes, but also leave policymakers wanting to keep their options open.</p><p>Inflation, officials acknowledge, has become broader and more persistent than anticipated, and may be slow to decline. Consumer prices are weighted towards rents, which are slow to change, and much of the current inflation is coming from service industries where price changes are harder to influence.</p><p>In economic projections released by the Fed in September, a version of policymakers' preferred measure of inflation was seen ending 2023 above 3%. Recent staff estimates, recounted in the minutes of the last Fed meeting, indicated the economy may be much "tighter" than anticipated as high demand strains against potential output that may be more limited than thought.</p><p>But policymakers also agree the full impact of their rate hikes may not become clear for months, even as data is starting to show the seeds of an inflation slowdown taking root. Vehicle prices that drove the inflation surge in the early part of the pandemic are falling, and industry executives expect more; month-to-month data show rents are coming down and the housing industry, a barometer of other household spending, is slowing rapidly as the average rate on a 30-year fixed mortgage nears 7%.</p><p>Yet, in another point of agreement, risk sentiment among Fed officials is almost uniformly tilted towards the likelihood of more inflation surprises to come, putting the group on what some have described as a hope-for-the-best-prepare-for-the-worst footing. In September, 17 of 19 officials saw inflation risks as "weighted to the upside."</p><p>In that situation, even if policymakers are ready to be done with the 75-basis-point rate increases, they won't want the public to equate smaller future hikes with a true policy "pivot" or a softened stance on inflation - a tricky point to communicate.</p><p>Even more dovish officials like Evans agree monetary policy needs to hit a more restrictive level and stay there until the back of inflation is broken. Others agree even if the Fed slows to half-percentage-point increases after next month's meeting, that remains fast by recent standards and could quickly push the federal funds rate to a level of 5% or higher, more in line with rate-hiking cycles since the 1990s and a level some economists see as needed before the Fed's work is done.</p><p>"How do you step down without giving external observers, financial markets, the wrong impression?" Evans said. "I think that puts a premium on explaining where we think we are, what we're expecting inflation to be doing, and when you're going to be willing to say 'I think I've got the level of the funds rate that is adequately restrictive in order to be consistent with inflation coming down.' It's hard. That's a hard discussion."</p></body></html>","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>Fed's Rate Debate Shifts to How, and When, to Slow Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed's Rate Debate Shifts to How, and When, to Slow Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-10-22 08:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The Federal Reserve, set to approve another large interest rate increase early next month, is shifting to a debate over how much higher it can safely push borrowing costs and how and when to slow the pace of future increases.</p><p>The U.S. central bank is likely to provide a signal at its Nov. 1-2 policy meeting as officials weigh what some see as growing risks to economic growth against a lack of obvious progress in lowering inflation from its pandemic-related surge.</p><p>"This debate about exactly where we should go, and then become more data-dependent, is going to heat up in the last part of the year here," St. Louis Fed President James Bullard said in a Reuters interview last week.</p><p>San Francisco Fed President Mary Daly added her voice to that debate on Friday during an event in Monterey, California. While acknowledging that high inflation made it "really challenging" for the central bank to step down from its rate hikes, Daly said "the time is now to start talking about stepping down. The time is now to start planning for stepping down."</p><p>Investors widely expect the Fed next month to raise its benchmark overnight interest rate by three-quarters of a percentage point for a fourth consecutive time, lifting it to a range of 3.75% to 4.00%.</p><p>Yet even as markets point to another large increase at the final policy meeting of the year in December, sentiment is building within the Fed to take a breather. While the process of raising interest rates is not yet finished, policymakers feel they may be at the point where further increases can be smaller in size, and are close to where they can pause altogether in order to take stock as the economy adjusts to the rapid change in credit conditions the central bank has set in motion.</p><p>That advice has been subtle: In a speech earlier this month, Fed Vice Chair Lael Brainard offered a list of reasons to be cautious about further tightening without overtly calling for a slowdown or pause.</p><p>It also has been blunt: In comments this week in Virginia, Chicago Fed President Charles Evans warned of outsized "nonlinear" risks to the economy if the federal funds rate is lifted much beyond the 4.6% level officials projected in September that they would reach next year.</p><p>"It really does begin to weigh on the economy," Evans said. Even with the existing rate outlook, it was a "closer call than normal" whether recession can be avoided.</p><p>With that view becoming more full-throated, and more economists saying a U.S. recession is likely next year, the November meeting may well be when the Fed signals it is time to slow down - a moment Fed Chair Jerome Powell said in a Sept. 21 news conference would be approaching "at some point."</p><p>Powell has not spoken publicly about monetary policy since then.</p><p><b>INFLATION SURPRISES</b></p><p>Data on inflation has offered little relief to the Fed. Headline consumer prices rose in September at an 8.2% annual rate. The U.S. central bank uses a different inflation measure for its 2% inflation target, but that remains roughly three times the target.</p><p>Job growth continues to be strong, with a still-outsized number of vacancies compared to the number of jobseekers. Employers say it remains difficult to find workers.</p><p>Yet even some of the Fed's most hawkish voices appear ready to let the economy have time to catch up with the monetary tightening already underway.</p><p>Bullard told Reuters he also sees a federal funds rate of around 4.6% as a point to pause and take stock, though he'd prefer to get there by the end of this year with two more 75-basis-point increases and then let policy evolve in 2023 based on how inflation behaves.</p><p>Expectations at the Fed about inflation have begun to settle around three key points that both buttress the calls for caution on further rate hikes, but also leave policymakers wanting to keep their options open.</p><p>Inflation, officials acknowledge, has become broader and more persistent than anticipated, and may be slow to decline. Consumer prices are weighted towards rents, which are slow to change, and much of the current inflation is coming from service industries where price changes are harder to influence.</p><p>In economic projections released by the Fed in September, a version of policymakers' preferred measure of inflation was seen ending 2023 above 3%. Recent staff estimates, recounted in the minutes of the last Fed meeting, indicated the economy may be much "tighter" than anticipated as high demand strains against potential output that may be more limited than thought.</p><p>But policymakers also agree the full impact of their rate hikes may not become clear for months, even as data is starting to show the seeds of an inflation slowdown taking root. Vehicle prices that drove the inflation surge in the early part of the pandemic are falling, and industry executives expect more; month-to-month data show rents are coming down and the housing industry, a barometer of other household spending, is slowing rapidly as the average rate on a 30-year fixed mortgage nears 7%.</p><p>Yet, in another point of agreement, risk sentiment among Fed officials is almost uniformly tilted towards the likelihood of more inflation surprises to come, putting the group on what some have described as a hope-for-the-best-prepare-for-the-worst footing. In September, 17 of 19 officials saw inflation risks as "weighted to the upside."</p><p>In that situation, even if policymakers are ready to be done with the 75-basis-point rate increases, they won't want the public to equate smaller future hikes with a true policy "pivot" or a softened stance on inflation - a tricky point to communicate.</p><p>Even more dovish officials like Evans agree monetary policy needs to hit a more restrictive level and stay there until the back of inflation is broken. Others agree even if the Fed slows to half-percentage-point increases after next month's meeting, that remains fast by recent standards and could quickly push the federal funds rate to a level of 5% or higher, more in line with rate-hiking cycles since the 1990s and a level some economists see as needed before the Fed's work is done.</p><p>"How do you step down without giving external observers, financial markets, the wrong impression?" Evans said. "I think that puts a premium on explaining where we think we are, what we're expecting inflation to be doing, and when you're going to be willing to say 'I think I've got the level of the funds rate that is adequately restrictive in order to be consistent with inflation coming down.' It's hard. That's a hard discussion."</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277025934","content_text":"(Reuters) - The Federal Reserve, set to approve another large interest rate increase early next month, is shifting to a debate over how much higher it can safely push borrowing costs and how and when to slow the pace of future increases.The U.S. central bank is likely to provide a signal at its Nov. 1-2 policy meeting as officials weigh what some see as growing risks to economic growth against a lack of obvious progress in lowering inflation from its pandemic-related surge.\"This debate about exactly where we should go, and then become more data-dependent, is going to heat up in the last part of the year here,\" St. Louis Fed President James Bullard said in a Reuters interview last week.San Francisco Fed President Mary Daly added her voice to that debate on Friday during an event in Monterey, California. While acknowledging that high inflation made it \"really challenging\" for the central bank to step down from its rate hikes, Daly said \"the time is now to start talking about stepping down. The time is now to start planning for stepping down.\"Investors widely expect the Fed next month to raise its benchmark overnight interest rate by three-quarters of a percentage point for a fourth consecutive time, lifting it to a range of 3.75% to 4.00%.Yet even as markets point to another large increase at the final policy meeting of the year in December, sentiment is building within the Fed to take a breather. While the process of raising interest rates is not yet finished, policymakers feel they may be at the point where further increases can be smaller in size, and are close to where they can pause altogether in order to take stock as the economy adjusts to the rapid change in credit conditions the central bank has set in motion.That advice has been subtle: In a speech earlier this month, Fed Vice Chair Lael Brainard offered a list of reasons to be cautious about further tightening without overtly calling for a slowdown or pause.It also has been blunt: In comments this week in Virginia, Chicago Fed President Charles Evans warned of outsized \"nonlinear\" risks to the economy if the federal funds rate is lifted much beyond the 4.6% level officials projected in September that they would reach next year.\"It really does begin to weigh on the economy,\" Evans said. Even with the existing rate outlook, it was a \"closer call than normal\" whether recession can be avoided.With that view becoming more full-throated, and more economists saying a U.S. recession is likely next year, the November meeting may well be when the Fed signals it is time to slow down - a moment Fed Chair Jerome Powell said in a Sept. 21 news conference would be approaching \"at some point.\"Powell has not spoken publicly about monetary policy since then.INFLATION SURPRISESData on inflation has offered little relief to the Fed. Headline consumer prices rose in September at an 8.2% annual rate. The U.S. central bank uses a different inflation measure for its 2% inflation target, but that remains roughly three times the target.Job growth continues to be strong, with a still-outsized number of vacancies compared to the number of jobseekers. Employers say it remains difficult to find workers.Yet even some of the Fed's most hawkish voices appear ready to let the economy have time to catch up with the monetary tightening already underway.Bullard told Reuters he also sees a federal funds rate of around 4.6% as a point to pause and take stock, though he'd prefer to get there by the end of this year with two more 75-basis-point increases and then let policy evolve in 2023 based on how inflation behaves.Expectations at the Fed about inflation have begun to settle around three key points that both buttress the calls for caution on further rate hikes, but also leave policymakers wanting to keep their options open.Inflation, officials acknowledge, has become broader and more persistent than anticipated, and may be slow to decline. Consumer prices are weighted towards rents, which are slow to change, and much of the current inflation is coming from service industries where price changes are harder to influence.In economic projections released by the Fed in September, a version of policymakers' preferred measure of inflation was seen ending 2023 above 3%. Recent staff estimates, recounted in the minutes of the last Fed meeting, indicated the economy may be much \"tighter\" than anticipated as high demand strains against potential output that may be more limited than thought.But policymakers also agree the full impact of their rate hikes may not become clear for months, even as data is starting to show the seeds of an inflation slowdown taking root. Vehicle prices that drove the inflation surge in the early part of the pandemic are falling, and industry executives expect more; month-to-month data show rents are coming down and the housing industry, a barometer of other household spending, is slowing rapidly as the average rate on a 30-year fixed mortgage nears 7%.Yet, in another point of agreement, risk sentiment among Fed officials is almost uniformly tilted towards the likelihood of more inflation surprises to come, putting the group on what some have described as a hope-for-the-best-prepare-for-the-worst footing. In September, 17 of 19 officials saw inflation risks as \"weighted to the upside.\"In that situation, even if policymakers are ready to be done with the 75-basis-point rate increases, they won't want the public to equate smaller future hikes with a true policy \"pivot\" or a softened stance on inflation - a tricky point to communicate.Even more dovish officials like Evans agree monetary policy needs to hit a more restrictive level and stay there until the back of inflation is broken. Others agree even if the Fed slows to half-percentage-point increases after next month's meeting, that remains fast by recent standards and could quickly push the federal funds rate to a level of 5% or higher, more in line with rate-hiking cycles since the 1990s and a level some economists see as needed before the Fed's work is done.\"How do you step down without giving external observers, financial markets, the wrong impression?\" Evans said. \"I think that puts a premium on explaining where we think we are, what we're expecting inflation to be doing, and when you're going to be willing to say 'I think I've got the level of the funds rate that is adequately restrictive in order to be consistent with inflation coming down.' It's hard. That's a hard discussion.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083797369,"gmtCreate":1650159741404,"gmtModify":1676534658778,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>Accumulating.","listText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>Accumulating.","text":"$CapLand China T(AU8U.SI)$Accumulating.","images":[{"img":"https://community-static.tradeup.com/news/b2ac81911bce2d66a59e37a4907a9ca9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083797369","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9915925146,"gmtCreate":1664939470085,"gmtModify":1676537533059,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"Seems she is gambling.","listText":"Seems she is gambling.","text":"Seems she is gambling.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9915925146","repostId":"1143143787","repostType":4,"repost":{"id":"1143143787","pubTimestamp":1664951047,"share":"https://ttm.financial/m/news/1143143787?lang=&edition=fundamental","pubTime":"2022-10-05 14:24","market":"us","language":"en","title":"Cathie Wood Bought the TSLA Stock Dip, Should You?","url":"https://stock-news.laohu8.com/highlight/detail?id=1143143787","media":"InvestorPlace","summary":"Tesla stock has rebounded since its dip yesterday.Part of the reason is likely due to an investment ","content":"<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> stock has rebounded since its dip yesterday.</li><li>Part of the reason is likely due to an investment from famed investor Cathie Wood.</li><li>The market contrarian made her bet after Tesla reported disappointing delivery statistics.</li></ul><p>Cathie Wood is continuing her streak of betting on beaten-down stocks. The founder of Ark Investment Management recently purchased 132,213 shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>. In perfect Wood fashion, this comes after a difficult month for the company. TSLA stock has shed more than 33% of its value over the past six months, despite enacting a successful stock split. While it is trending upward today, it is still down 8% for the month. Yesterday, shares slumped even more after the electric vehicle (EV) leader’s quarterly deliveries fell short of Wall Street expectations. But Wood clearly sees Tesla’s recent losing streak as an opportunity to buy a growth stock on the dip.</p><p>Let’s take a closer look at her logic and what it may mean for investors.</p><h3>What’s Happening With TSLA Stock</h3><p>Since news broke of Wood’s purchase, TSLA stock has been rising all day. Despite some volatility, it is up 2.9% on Tuesday. According to data from Bloomberg, this investment represents Wood’s first TSLA stock purchase since June 2022. Her flagship ARK Innovation ETF (NYSEARCA:ARKK) purchased 108,380 shares while the tech-focused ARK Autonomous Technology & Robotics ETF (BATS:ARKQ) added 23,833. Tesla remains the top holding for Wood’s flagship fund, with a value of more than $738 million.</p><p>Wood began September 2022 by selling TSLA stock. Just a few weeks after, though, she made it clear that she remains highly bullish on it. While speaking to CNBC’s Squawk Box she stated:</p><blockquote>We have used Tesla to trade around but it’s our top holding still, and our confidence couldn’t be higher as we see the movement towards electric vehicles accelerates. We are pretty excited about the next five years.</blockquote><p>Her holdings may see significant growth before five years have passed, though. InvestorPlace Senior Investment Analyst Luke Lango recently made the case for why he believes some of Wood’s beaten-down tech holdings will “rebound enormously” in 2023. While Lango noted that 2022 has been an extremely difficult year for the type of high-growth tech stocks that Wood favors, he remains steadfast in his prediction that they could double in the coming year. He sees the macroeconomic headwinds that pushed Wood’s stocks down in 2022 shifting in her favor in 2023. As he states:</p><blockquote>Inflation was the bane of Cathie Wood stocks in 2021. But inflation rates will dramatically cool in 2022. With the Fed fully on board to slow the economy, housing and rental costs finally falling, and oil prices remaining weak, inflation will keep cooling at an accelerated pace. Accelerating inflation killed Cathie Wood stocks in 2021. Decelerating inflation will boost them in 2023.</blockquote><h3>What Comes Next</h3><p>Wood clearly sees the same type of economic landscape emerging from the dust of 2022. Her doubling down on TSLA stock suggests she is on a dip buying spree, as do her other recent investments. Wood’s three biggest purchases of the past week are Rocket Lab (NASDAQ:RKLB), UiPath (NYSE:PATH) and Verve Therapeutics (NASDAQ:VERV), all of which have been rising since but remain in the red for the month.</p><p>Clearly Wood sees growth ahead for all three names and likewise for TSLA stock. While the EV leader has taken a blow following its delivery report, it recently turned plenty of heads at AI Day 2022. If the financial landscape does shift as Lango predicts, 2023 could indeed be a breakout year for TSLA stock and Wood’s other beaten-down holdings.</p></body></html>","source":"investorplace","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>Cathie Wood Bought the TSLA Stock Dip, Should You?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Bought the TSLA Stock Dip, Should You?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-05 14:24 GMT+8 <a href=https://investorplace.com/2022/10/cathie-wood-just-bought-the-tsla-stock-dip-should-you/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla stock has rebounded since its dip yesterday.Part of the reason is likely due to an investment from famed investor Cathie Wood.The market contrarian made her bet after Tesla reported ...</p>\n\n<a href=\"https://investorplace.com/2022/10/cathie-wood-just-bought-the-tsla-stock-dip-should-you/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/10/cathie-wood-just-bought-the-tsla-stock-dip-should-you/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143143787","content_text":"Tesla stock has rebounded since its dip yesterday.Part of the reason is likely due to an investment from famed investor Cathie Wood.The market contrarian made her bet after Tesla reported disappointing delivery statistics.Cathie Wood is continuing her streak of betting on beaten-down stocks. The founder of Ark Investment Management recently purchased 132,213 shares of Tesla. In perfect Wood fashion, this comes after a difficult month for the company. TSLA stock has shed more than 33% of its value over the past six months, despite enacting a successful stock split. While it is trending upward today, it is still down 8% for the month. Yesterday, shares slumped even more after the electric vehicle (EV) leader’s quarterly deliveries fell short of Wall Street expectations. But Wood clearly sees Tesla’s recent losing streak as an opportunity to buy a growth stock on the dip.Let’s take a closer look at her logic and what it may mean for investors.What’s Happening With TSLA StockSince news broke of Wood’s purchase, TSLA stock has been rising all day. Despite some volatility, it is up 2.9% on Tuesday. According to data from Bloomberg, this investment represents Wood’s first TSLA stock purchase since June 2022. Her flagship ARK Innovation ETF (NYSEARCA:ARKK) purchased 108,380 shares while the tech-focused ARK Autonomous Technology & Robotics ETF (BATS:ARKQ) added 23,833. Tesla remains the top holding for Wood’s flagship fund, with a value of more than $738 million.Wood began September 2022 by selling TSLA stock. Just a few weeks after, though, she made it clear that she remains highly bullish on it. While speaking to CNBC’s Squawk Box she stated:We have used Tesla to trade around but it’s our top holding still, and our confidence couldn’t be higher as we see the movement towards electric vehicles accelerates. We are pretty excited about the next five years.Her holdings may see significant growth before five years have passed, though. InvestorPlace Senior Investment Analyst Luke Lango recently made the case for why he believes some of Wood’s beaten-down tech holdings will “rebound enormously” in 2023. While Lango noted that 2022 has been an extremely difficult year for the type of high-growth tech stocks that Wood favors, he remains steadfast in his prediction that they could double in the coming year. He sees the macroeconomic headwinds that pushed Wood’s stocks down in 2022 shifting in her favor in 2023. As he states:Inflation was the bane of Cathie Wood stocks in 2021. But inflation rates will dramatically cool in 2022. With the Fed fully on board to slow the economy, housing and rental costs finally falling, and oil prices remaining weak, inflation will keep cooling at an accelerated pace. Accelerating inflation killed Cathie Wood stocks in 2021. Decelerating inflation will boost them in 2023.What Comes NextWood clearly sees the same type of economic landscape emerging from the dust of 2022. Her doubling down on TSLA stock suggests she is on a dip buying spree, as do her other recent investments. Wood’s three biggest purchases of the past week are Rocket Lab (NASDAQ:RKLB), UiPath (NYSE:PATH) and Verve Therapeutics (NASDAQ:VERV), all of which have been rising since but remain in the red for the month.Clearly Wood sees growth ahead for all three names and likewise for TSLA stock. While the EV leader has taken a blow following its delivery report, it recently turned plenty of heads at AI Day 2022. If the financial landscape does shift as Lango predicts, 2023 could indeed be a breakout year for TSLA stock and Wood’s other beaten-down holdings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080575943,"gmtCreate":1649901679039,"gmtModify":1676534603010,"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093688471950400","authorIdStr":"4093688471950400"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/H78.SI\">$HONGKONG LAND HOLDINGS LIMITED(H78.SI)$</a>Good price to Enter. Expect to hold for two years.","listText":"<a href=\"https://ttm.financial/S/H78.SI\">$HONGKONG LAND HOLDINGS LIMITED(H78.SI)$</a>Good price to Enter. Expect to hold for two years.","text":"$HONGKONG LAND HOLDINGS LIMITED(H78.SI)$Good price to Enter. Expect to hold for two years.","images":[{"img":"https://community-static.tradeup.com/news/c5a9ff93f21ca23190b91f711a78b8e4","width":"1080","height":"2104"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080575943","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}