陳春豐 personal page - To The Moon

陳春豐

陳春豐

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02-08

2022-04-17

$Realty Income Corp(O)$☺️☺️☺️

2022-04-16

$Realty Income Corp(O)$👍👍👍

2022-06-26

👍

China Electric-Vehicle Stocks Are All the Rage, Trouncing Tesla

2022-04-20

$Medical Properties Trust(MPW)$ 😑😑😑

2022-04-30

$Realty Income(O)$ Try to invest more in future.

2022-04-13

$Realty Income Corp(O)$👍

2022-04-19

$Realty Income Corp(O)$👍👍👍

2022-02-10

$Nu Holdings Ltd.(NU)$ 😘😘😀

2022-02-09

$Nu Holdings Ltd.(NU)$😊😊😊

2022-03-16

😭

苹果汽车团队被曝已解散！2025年或无法量产，网友：那就先期待一下小米汽车吧

2023-01-22

👍

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2022-08-16

👍

高盛二季度增持阿里和美债ETF，减持苹果、谷歌及Meta

2022-07-19

🤔🤔🤔

Apple (AAPL) to Slow Hiring and Spending in 2023 Reports Bloomberg

2022-06-30

👍

Meltwater appoints Scott Gibbs as Senior Vice President Global Enterprise

2022-06-11

👍

Sorry, the original content has been removed

2022-05-26

🤔🤔🤔

Sorry, the original content has been removed

2022-05-08

🤔🤔🤔

Sorry, the original content has been removed

2022-04-30

🤔🤔🤔

Lithia Motors Is a Used-Car Dealer With 65% Upside -- Barrons.com

2022-04-24

$Medical Properties Trust(MPW)$😔😔😔

Go to Tiger App to see more news

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Blue Chip Stocks - More Opportunities From May 2023? ","htmlText":"Since its the weekend Sunday, I thought I will post a more introspective piece as I gather my thoughts with “end” of April in sight. Away from relying on Moving averages (ma), Relative strength index (RSI), xxx etc what can we sense ? Needless to say, the US market has been on a roller coaster ride since the beginning of 2023; especially in Mar 2023 with the banking sector debacle in full play. Using S&amp;P 500 as the \"model\" index From the above diagram, its “amazing” how quickly the composite index “recovered” from the banking fiasco and has trended upwards since. Any newbies entering the US market for the first time would’ve been fooled by such resilient recovery except that it is really not so, if we scratch just a bit deeper. (1) US Inflation With the latest official data / report de","listText":"Since its the weekend Sunday, I thought I will post a more introspective piece as I gather my thoughts with “end” of April in sight. Away from relying on Moving averages (ma), Relative strength index (RSI), xxx etc what can we sense ? Needless to say, the US market has been on a roller coaster ride since the beginning of 2023; especially in Mar 2023 with the banking sector debacle in full play. Using S&amp;P 500 as the \"model\" index From the above diagram, its “amazing” how quickly the composite index “recovered” from the banking fiasco and has trended upwards since. Any newbies entering the US market for the first time would’ve been fooled by such resilient recovery except that it is really not so, if we scratch just a bit deeper. (1) US Inflation With the latest official data / report de","text":"Since its the weekend Sunday, I thought I will post a more introspective piece as I gather my thoughts with “end” of April in sight. Away from relying on Moving averages (ma), Relative strength index (RSI), xxx etc what can we sense ? Needless to say, the US market has been on a roller coaster ride since the beginning of 2023; especially in Mar 2023 with the banking sector debacle in full play. Using S&P 500 as the \"model\" index From the above diagram, its “amazing” how quickly the composite index “recovered” from the banking fiasco and has trended upwards since. Any newbies entering the US market for the first time would’ve been fooled by such resilient recovery except that it is really not so, if we scratch just a bit deeper. (1) US Inflation With the latest official data / report de","images":[{"img":"https://community-static.tradeup.com/news/da016037856f0f2317674926fd2c2382","width":"1272","height":"268"},{"img":"https://community-static.tradeup.com/news/c6f473cd611fd8f7ff4371bb4f21a7a3","width":"1178","height":"589"},{"img":"https://community-static.tradeup.com/news/e1df68cb0609dc71cc09af7e28c2e0b5","width":"1141","height":"90"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944759115","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943141144,"gmtCreate":1679311280088,"gmtModify":1679311283796,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943141144","repostId":"9943143524","repostType":1,"repost":{"id":9943143524,"gmtCreate":1679311002269,"gmtModify":1679311112845,"author":{"id":"3585916052564327","authorId":"3585916052564327","name":"easonlai","avatar":"https://static.tigerbbs.com/604a0702741949566b19dbb828b3e6b3","crmLevel":3,"crmLevelSwitch":1},"themes":[],"title":"美國矽谷銀行倒閉，瑞士信貸需要央行借款度危機","htmlText":"美國矽谷銀行倒閉，瑞士信貸需要央行借款度危機，高利息時代來臨，投資世界基本面澈底改變。 過去二十年，貿易全球化迅速進步，廉價勞工製造價廉物美貨品，低利息和低通膨讓企業能夠無限擴張，創造全球資金市場前所未有榮景，也出現人類史上最長牛市。 然而，新冠疫情爆發和結束後，世界澈底改變，＂去全球化＂打擊國際貿易，高通膨隨之而來，高利息年代也以比想像更快速度到來。 處在快速改變分岔路口，股市投資者應該何去何從？","listText":"美國矽谷銀行倒閉，瑞士信貸需要央行借款度危機，高利息時代來臨，投資世界基本面澈底改變。 過去二十年，貿易全球化迅速進步，廉價勞工製造價廉物美貨品，低利息和低通膨讓企業能夠無限擴張，創造全球資金市場前所未有榮景，也出現人類史上最長牛市。 然而，新冠疫情爆發和結束後，世界澈底改變，＂去全球化＂打擊國際貿易，高通膨隨之而來，高利息年代也以比想像更快速度到來。 處在快速改變分岔路口，股市投資者應該何去何從？","text":"美國矽谷銀行倒閉，瑞士信貸需要央行借款度危機，高利息時代來臨，投資世界基本面澈底改變。 過去二十年，貿易全球化迅速進步，廉價勞工製造價廉物美貨品，低利息和低通膨讓企業能夠無限擴張，創造全球資金市場前所未有榮景，也出現人類史上最長牛市。 然而，新冠疫情爆發和結束後，世界澈底改變，＂去全球化＂打擊國際貿易，高通膨隨之而來，高利息年代也以比想像更快速度到來。 處在快速改變分岔路口，股市投資者應該何去何從？","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943143524","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940804467,"gmtCreate":1677789494959,"gmtModify":1677789499842,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940804467","repostId":"2316964163","repostType":2,"repost":{"id":"2316964163","pubTimestamp":1677786922,"share":"https://www.laohu8.com/m/news/2316964163?lang=&edition=full","pubTime":"2023-03-03 03:55","market":"us","language":"en","title":"Blackstone defaults on €531M mortgage-backed bond - report","url":"https://stock-news.laohu8.com/highlight/detail?id=2316964163","media":"seekingalpha","summary":"Blackstone (NYSE:BX) has reportedly defaulted on a €531M bond backed by a portfolio of offices and s","content":"<html><body> <p>Blackstone (<span>NYSE:BX</span>) has reportedly defaulted on a €531M bond backed by a portfolio of offices and stores owned by Finnish property investment firm Sponda, which it acquired in 2017.</p> <p>The private equity firm earlier sought an extension from<span> holders of the securitized notes so that it could sell the assets and repay the debt, Bloomberg reported citing people aware of the matter.</span></p> <p>Seeking Alpha learned that the asset sale process was impacted by COVID-related disruptions, the Ukraine war (the assets are located in Finland, which shares its border with Russia) and wider market volatility. </p> <p>The commercial mortgage-backed security has since matured, without being repaid, the report added.</p> <p>\"This debt relates to a small portion of the Sponda portfolio,\" a Blackstone (BX) spokesperson said in an emailed response. \"We are disappointed that the servicer has not advanced our proposal, which we believe would deliver the best outcome for noteholders.\"</p> <p>The portfolio represents ~10%-15% of Sponda's overall portfolio. The rest has been refinanced recently, according to a source who declined to be named.</p> <p>The development follows other defaults in the office market, with Columbia Property Trust recently defaulting on over $1.7B of debt backed by seven buildings.</p></body></html>","source":"seekingalpha","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>Blackstone defaults on €531M mortgage-backed bond - report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nBlackstone defaults on €531M mortgage-backed bond - report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-03 03:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3943559-blackstone-defaults-on-531m-mortgage-backed-bond-report><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Blackstone (NYSE:BX) has reportedly defaulted on a €531M bond backed by a portfolio of offices and stores owned by Finnish property investment firm Sponda, which it acquired in 2017. The private ...</p>\n\n<a href=\"https://seekingalpha.com/news/3943559-blackstone-defaults-on-531m-mortgage-backed-bond-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/945360808/image_945360808.jpg","relate_stocks":{"BK4135":"资产管理与托管银行","BX":"黑石","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4585":"ETF&股票定投概念","BK4588":"碎股"},"source_url":"https://seekingalpha.com/news/3943559-blackstone-defaults-on-531m-mortgage-backed-bond-report","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2316964163","content_text":"Blackstone (NYSE:BX) has reportedly defaulted on a €531M bond backed by a portfolio of offices and stores owned by Finnish property investment firm Sponda, which it acquired in 2017. The private equity firm earlier sought an extension from holders of the securitized notes so that it could sell the assets and repay the debt, Bloomberg reported citing people aware of the matter. Seeking Alpha learned that the asset sale process was impacted by COVID-related disruptions, the Ukraine war (the assets are located in Finland, which shares its border with Russia) and wider market volatility.  The commercial mortgage-backed security has since matured, without being repaid, the report added. \"This debt relates to a small portion of the Sponda portfolio,\" a Blackstone (BX) spokesperson said in an emailed response. \"We are disappointed that the servicer has not advanced our proposal, which we believe would deliver the best outcome for noteholders.\" The portfolio represents ~10%-15% of Sponda's overall portfolio. The rest has been refinanced recently, according to a source who declined to be named. The development follows other defaults in the office market, with Columbia Property Trust recently defaulting on over $1.7B of debt backed by seven buildings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940804531,"gmtCreate":1677789443823,"gmtModify":1677789449757,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940804531","repostId":"2316957936","repostType":2,"repost":{"id":"2316957936","pubTimestamp":1677771925,"share":"https://www.laohu8.com/m/news/2316957936?lang=&edition=full","pubTime":"2023-03-02 23:45","market":"us","language":"zh","title":"谷歌自动驾驶子公司Waymo进行今年第二轮裁员","url":"https://stock-news.laohu8.com/highlight/detail?id=2316957936","media":"金融界","summary":"谷歌母公司Alphabet旗下自动驾驶初创公司Waymo裁减了数十名员工，因为其母公司正削减开支，并将重点放在人工智能上。这是Waymo今年的第二轮裁员，该公司证实了这一消息。较早时媒体援引Waymo的一封内部电邮报道称，该公司裁减了一些工程岗位，并重新平衡了员工人数，以便在本年度采取更严格的财务纪律。在今年的两轮裁员中，Waymo总计裁减了超过200人，占其员工总数的近8%。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet旗下自动驾驶初创公司Waymo裁减了数十名员工，因为其母公司正削减开支，并将重点放在人工智能上。</p><p>这是Waymo今年的第二轮裁员，该公司证实了这一消息。</p><p>较早时媒体援引Waymo的一封内部电邮报道称，该公司裁减了一些工程岗位，并重新平衡了员工人数，以便在本年度采取更严格的财务纪律。</p><p>在今年的两轮裁员中，Waymo总计裁减了超过200人，占其员工总数的近8%。</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>谷歌自动驾驶子公司Waymo进行今年第二轮裁员</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谷歌自动驾驶子公司Waymo进行今年第二轮裁员\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-02 23:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230302234533826518bf&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>谷歌母公司Alphabet旗下自动驾驶初创公司Waymo裁减了数十名员工，因为其母公司正削减开支，并将重点放在人工智能上。这是Waymo今年的第二轮裁员，该公司证实了这一消息。较早时媒体援引Waymo的一封内部电邮报道称，该公司裁减了一些工程岗位，并重新平衡了员工人数，以便在本年度采取更严格的财务纪律。在今年的两轮裁员中，Waymo总计裁减了超过200人，占其员工总数的近8%。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230302234533826518bf&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4532":"文艺复兴科技持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4534":"瑞士信贷持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) 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Appreciation A Acc USD","BK4077":"互动媒体与服务","BK4588":"碎股","BK4579":"人工智能","LU0444971666.USD":"天利全球科技基金","BK4550":"红杉资本持仓","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4574":"无人驾驶","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4561":"索罗斯持仓","BK4573":"虚拟现实","BK4581":"高盛持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4514":"搜索引擎","GOOGL":"谷歌A","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230302234533826518bf&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2316957936","content_text":"谷歌母公司Alphabet旗下自动驾驶初创公司Waymo裁减了数十名员工，因为其母公司正削减开支，并将重点放在人工智能上。这是Waymo今年的第二轮裁员，该公司证实了这一消息。较早时媒体援引Waymo的一封内部电邮报道称，该公司裁减了一些工程岗位，并重新平衡了员工人数，以便在本年度采取更严格的财务纪律。在今年的两轮裁员中，Waymo总计裁减了超过200人，占其员工总数的近8%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952948617,"gmtCreate":1674397122039,"gmtModify":1676538939257,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952948617","repostId":"1166323833","repostType":4,"repost":{"id":"1166323833","pubTimestamp":1674358453,"share":"https://www.laohu8.com/m/news/1166323833?lang=&edition=full","pubTime":"2023-01-22 11:34","market":"us","language":"en","title":"Wall Street's Top 10 Stock Calls This Week: Microsoft, Adobe, Crowdstrike, PayPal, Roblox and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1166323833","media":"The Fly","summary":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street","content":"<html><head></head><body><p>Wall Street experts reveal the five stocks to buy, five stocks to sell this week</p><p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street’s best analysts during the week of January 16-20.</p><h3>Top 5 Buy calls:</h3><p><a href=\"https://laohu8.com/S/ADBE\">Adobe </a> – William Blair starts coverage of the stock with an Outperform</p><p>On January 17, William Blair analyst Jake Roberge initiated coverage of Adobe with an Outperform rating. Adobe has built a sizable competitive moat for its platform by remaining hyper-focused on its three core markets of creative, marketing, and document workflows, which has helped the company build deep vertical expertise within each of these segments, Roberge tells investors. While acknowledging Adobe is already at a large scale, the analyst says he believes the company&#39;s addressable market is significant and he sees numerous drivers of growth.</p><p><a href=\"https://laohu8.com/S/DPZ\">Domino’s Pizza </a> – Morgan Stanley upgrades stock to Overweight, ups target to $430</p><p>On January 17, Morgan Stanley analyst Brian Harbour upgraded Domino&#39;s Pizza to Overweight from Equal Weight with a price target of $430, up from $370, after assuming coverage of the name. Domino&#39;s Pizza is better positioned to handle a downturn than in the past and with an attractive multiyear opportunity to continue to consolidate the carryout market, Harbour tells investors in a research note.</p><p><a href=\"https://laohu8.com/S/CRWD\">Crowdstrike </a> – BMO and Scotiabank start coverage of the name with Buy-equivalent ratings</p><p>On January 18, BMO Capital analyst Keith Bachman initiated coverage of Crowdstrike with an Outperform rating and $120 price target, citing his belief that CrowdStrike offers &#34;best-in-class endpoint security capabilities&#34; and an expanding platform that will help it compete against Microsoft (MSFT) and others. He also thinks CrowdStrike will benefit from consolidation, particularly as organizations adopt XDR.</p><p>Scotiabank analyst Patrick Colville also started coverage of Crowdstrike with an Outperform rating and $132 price target. CrowdStrike has &#34;a great product,&#34; is early in its penetration of a &#34;robust&#34; end-market, and has scale and profitability, making &#34;one of the very few companies in our coverage&#34; where he doesn&#39;t see an overhang risk in 2023, Colville tells investors. Consensus ARR and free cash flow estimates have been reset to a level he views as &#34;eminently achievable.&#34;</p><p><a href=\"https://laohu8.com/S/GPN\">Global Payments </a> – Morgan Stanley upgrades stock to Overweight, ups target to $135</p><p>On January 17, Morgan Stanley analyst James Faucette upgraded Global Payments to Overweight from Equal Weight with a price target of $135, up from $124. The analyst cites a more favorable competitive backdrop, attractive valuation, the company&#39;s &#34;better recession resilience than feared&#34; and its consistent execution on strategic acquisitions for the upgrade. The competitive environment is changing to favor the incumbents in the payments space, Faucette tells investors in a research note. He believes the shares offer a &#34;compelling valuation&#34; at current share levels.</p><p><a href=\"https://laohu8.com/S/PM\">Philip Morris </a> – Stock upgraded at Jefferies as tobacco sentiment may finally improve</p><p>On January 19, Jefferies analyst Owen Bennett upgraded Philip Morris to Buy from Hold with a price target of $118, up from $86. Tobacco sector sentiment could &#34;finally&#34; shift in 2023 as a likely search for returns visibility triggers more work to better understand the space, Bennett contends. While maybe not recession-proof, &#34;tobacco is certainly recession-resistant,&#34; with better returns visibility in a deteriorating macro backdrop, Bennett tells investors.</p><h3>Top 5 Sell calls:</h3><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> – Guggenheim downgrades the stock to Sell with a price target of $212</p><p>On January 17, Guggenheim analyst John DiFucci downgraded Microsoft to Sell from Neutral with a $212 price target. While stating that his call on the software sector &#34;hasn&#39;t really changed&#34; since he launched coverage in August, the analyst says he believes &#34;numbers still have to come down for many&#34; in the group.</p><p><a href=\"https://laohu8.com/S/PYPL\">PayPal </a> – SMBC Nikko downgrades the stock to Underperform, lowers price target to $75</p><p>On January 18, SMBC Nikko analyst Andrew Bauch downgraded PayPal to Underperform from Neutral with a price target of $75, down from $95. At a bare minimum, the rate of PayPal&#39;s branded share of checkout gains has slowed considerably, particularly in 2022, Bauch tells investors in a research note. The analyst believes PayPal has never been more vulnerable to branded share losses.</p><p><a href=\"https://laohu8.com/S/RBLX\">Roblox </a> – Morgan Stanley downgrades the stock to Underweight, cuts target to $24</p><p>On January 19, Morgan Stanley analyst Matthew Cost downgraded Roblox to Underweight from Equal Weight with a price target of $24, down from $27.50. Cost believes the bookings reacceleration in the first half of the year is priced in, with more mixed catalysts ahead, and expects slower growth in the second half of 2023 and minimal upside from advertising in the near-term, the analyst tells investors in a research note. Cost views North America trends and immersive ads as unlikely to drive further upward revisions this year.</p><p><a href=\"https://laohu8.com/S/SCHW\">Charles Schwab </a> – BofA double downgrades the stock to Underperform from Buy</p><p>On January 19, BofA analyst Craig Siegenthaler double downgraded Charles Schwab to Underperform from Buy with a price target of $75, down from $92, citing his view that client cash sorting will continue at an elevated pace in the first half of the year, pressuring liquidity, interest earnings assets and bank deposit account levels. He also believes the Fed will end its interest rate hiking cycle this summer, which will remove a &#34;powerful near-term profit driver&#34; for Schwab. Siegenthaler is more cautious on rate-sensitive brokers such as Schwab and LPL Financial (LPLA).</p><p><a href=\"https://laohu8.com/S/DXC\">Cognizant &amp; DXC </a> – MoffettNathanson downgrades both stocks to Underperform</p><p>On January 19, MoffettNathanson analyst Lisa Ellis downgraded Cognizant and DXC Technology to Underperform from Market Perform with price targets of $60 and $28, down from $70 and $32, respectively. While the analyst notes that the firm&#39;s most recent CIO survey, which was released two weeks ago, pointed toward continued strong demand for IT Services in 2023, he also argues that the &#34;rising tide only floats some boats.&#34;</p></body></html>","source":"lsy1649979459173","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's Top 10 Stock Calls This Week: Microsoft, Adobe, Crowdstrike, PayPal, Roblox and More</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's Top 10 Stock Calls This Week: Microsoft, Adobe, Crowdstrike, PayPal, Roblox and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-22 11:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3648526&headline=ADBE;DPZ;CRWD;GPN;PM;MSFT;PYPL;RBLX;SCHW;LPLA;CTSH;DXC-BuySell-Wall-Streets-top--stock-calls-this-week><strong>The Fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3648526&headline=ADBE;DPZ;CRWD;GPN;PM;MSFT;PYPL;RBLX;SCHW;LPLA;CTSH;DXC-BuySell-Wall-Streets-top--stock-calls-this-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","DXC":"DXC Technology Company","SCHW":"嘉信理财","RBLX":"Roblox Corporation","GPN":"环汇有限公司","PM":"菲利普莫里斯","ADBE":"Adobe","CRWD":"CrowdStrike Holdings, Inc.","PYPL":"PayPal","DPZ":"达美乐比萨"},"source_url":"https://thefly.com/landingPageNews.php?id=3648526&headline=ADBE;DPZ;CRWD;GPN;PM;MSFT;PYPL;RBLX;SCHW;LPLA;CTSH;DXC-BuySell-Wall-Streets-top--stock-calls-this-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166323833","content_text":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street’s best analysts during the week of January 16-20.Top 5 Buy calls:Adobe  – William Blair starts coverage of the stock with an OutperformOn January 17, William Blair analyst Jake Roberge initiated coverage of Adobe with an Outperform rating. Adobe has built a sizable competitive moat for its platform by remaining hyper-focused on its three core markets of creative, marketing, and document workflows, which has helped the company build deep vertical expertise within each of these segments, Roberge tells investors. While acknowledging Adobe is already at a large scale, the analyst says he believes the company's addressable market is significant and he sees numerous drivers of growth.Domino’s Pizza  – Morgan Stanley upgrades stock to Overweight, ups target to $430On January 17, Morgan Stanley analyst Brian Harbour upgraded Domino's Pizza to Overweight from Equal Weight with a price target of $430, up from $370, after assuming coverage of the name. Domino's Pizza is better positioned to handle a downturn than in the past and with an attractive multiyear opportunity to continue to consolidate the carryout market, Harbour tells investors in a research note.Crowdstrike  – BMO and Scotiabank start coverage of the name with Buy-equivalent ratingsOn January 18, BMO Capital analyst Keith Bachman initiated coverage of Crowdstrike with an Outperform rating and $120 price target, citing his belief that CrowdStrike offers \"best-in-class endpoint security capabilities\" and an expanding platform that will help it compete against Microsoft (MSFT) and others. He also thinks CrowdStrike will benefit from consolidation, particularly as organizations adopt XDR.Scotiabank analyst Patrick Colville also started coverage of Crowdstrike with an Outperform rating and $132 price target. CrowdStrike has \"a great product,\" is early in its penetration of a \"robust\" end-market, and has scale and profitability, making \"one of the very few companies in our coverage\" where he doesn't see an overhang risk in 2023, Colville tells investors. Consensus ARR and free cash flow estimates have been reset to a level he views as \"eminently achievable.\"Global Payments  – Morgan Stanley upgrades stock to Overweight, ups target to $135On January 17, Morgan Stanley analyst James Faucette upgraded Global Payments to Overweight from Equal Weight with a price target of $135, up from $124. The analyst cites a more favorable competitive backdrop, attractive valuation, the company's \"better recession resilience than feared\" and its consistent execution on strategic acquisitions for the upgrade. The competitive environment is changing to favor the incumbents in the payments space, Faucette tells investors in a research note. He believes the shares offer a \"compelling valuation\" at current share levels.Philip Morris  – Stock upgraded at Jefferies as tobacco sentiment may finally improveOn January 19, Jefferies analyst Owen Bennett upgraded Philip Morris to Buy from Hold with a price target of $118, up from $86. Tobacco sector sentiment could \"finally\" shift in 2023 as a likely search for returns visibility triggers more work to better understand the space, Bennett contends. While maybe not recession-proof, \"tobacco is certainly recession-resistant,\" with better returns visibility in a deteriorating macro backdrop, Bennett tells investors.Top 5 Sell calls:Microsoft  – Guggenheim downgrades the stock to Sell with a price target of $212On January 17, Guggenheim analyst John DiFucci downgraded Microsoft to Sell from Neutral with a $212 price target. While stating that his call on the software sector \"hasn't really changed\" since he launched coverage in August, the analyst says he believes \"numbers still have to come down for many\" in the group.PayPal  – SMBC Nikko downgrades the stock to Underperform, lowers price target to $75On January 18, SMBC Nikko analyst Andrew Bauch downgraded PayPal to Underperform from Neutral with a price target of $75, down from $95. At a bare minimum, the rate of PayPal's branded share of checkout gains has slowed considerably, particularly in 2022, Bauch tells investors in a research note. The analyst believes PayPal has never been more vulnerable to branded share losses.Roblox  – Morgan Stanley downgrades the stock to Underweight, cuts target to $24On January 19, Morgan Stanley analyst Matthew Cost downgraded Roblox to Underweight from Equal Weight with a price target of $24, down from $27.50. Cost believes the bookings reacceleration in the first half of the year is priced in, with more mixed catalysts ahead, and expects slower growth in the second half of 2023 and minimal upside from advertising in the near-term, the analyst tells investors in a research note. Cost views North America trends and immersive ads as unlikely to drive further upward revisions this year.Charles Schwab  – BofA double downgrades the stock to Underperform from BuyOn January 19, BofA analyst Craig Siegenthaler double downgraded Charles Schwab to Underperform from Buy with a price target of $75, down from $92, citing his view that client cash sorting will continue at an elevated pace in the first half of the year, pressuring liquidity, interest earnings assets and bank deposit account levels. He also believes the Fed will end its interest rate hiking cycle this summer, which will remove a \"powerful near-term profit driver\" for Schwab. Siegenthaler is more cautious on rate-sensitive brokers such as Schwab and LPL Financial (LPLA).Cognizant & DXC  – MoffettNathanson downgrades both stocks to UnderperformOn January 19, MoffettNathanson analyst Lisa Ellis downgraded Cognizant and DXC Technology to Underperform from Market Perform with price targets of $60 and $28, down from $70 and $32, respectively. While the analyst notes that the firm's most recent CIO survey, which was released two weeks ago, pointed toward continued strong demand for IT Services in 2023, he also argues that the \"rising tide only floats some boats.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956481848,"gmtCreate":1674131353685,"gmtModify":1676538925655,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956481848","repostId":"626627985","repostType":1,"repost":{"id":626627985,"gmtCreate":1674129777596,"gmtModify":1676538925593,"author":{"id":"3527667586584720","authorId":"3527667586584720","name":"小虎综合资讯","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"寶潔：第二季度銷售淨額208億美元，同步下降1%","htmlText":"1月19日，寶潔盤前發佈財報，財報顯示：第二季度銷售淨額208億美元，預估207.4億美元，同步下降1%；第二季度核心每股收益1.59美元，預估1.60美元。財報發佈後，寶潔盤前一度跌超3%","listText":"1月19日，寶潔盤前發佈財報，財報顯示：第二季度銷售淨額208億美元，預估207.4億美元，同步下降1%；第二季度核心每股收益1.59美元，預估1.60美元。財報發佈後，寶潔盤前一度跌超3%","text":"1月19日，寶潔盤前發佈財報，財報顯示：第二季度銷售淨額208億美元，預估207.4億美元，同步下降1%；第二季度核心每股收益1.59美元，預估1.60美元。財報發佈後，寶潔盤前一度跌超3%","images":[{"img":"https://static.tigerbbs.com/e24ef217ed792762222e8fd2a943e9c7","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/8b320703cf684083a272c86f851ddf2b","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/6c932ec987ac2365ed0ae8475a3eb135","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626627985","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922380224,"gmtCreate":1671689494269,"gmtModify":1676538577027,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"🤔🤔🤔","listText":"🤔🤔🤔","text":"🤔🤔🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922380224","repostId":"2293377960","repostType":2,"repost":{"id":"2293377960","pubTimestamp":1671682526,"share":"https://www.laohu8.com/m/news/2293377960?lang=&edition=full","pubTime":"2022-12-22 12:15","market":"us","language":"zh","title":"暴跌结束了吗？多家顶级投行警告：准备应对更痛苦的一年","url":"https://stock-news.laohu8.com/highlight/detail?id=2293377960","media":"金十数据","summary":"对美股来说，连续2年下跌是非常罕见的，一旦发生，那么第二年的跌幅往往会更大。","content":"<html><head></head><body><p>对美股来说，连续两年下跌是很罕见的。因此经过今年的暴跌之后，2023年美股再次走低的可能性很低。然而，历史表明，<b>如果真的发生这种情况，那么投资者将不得不准备迎接另一个令人非常难受的年份。</b></p><p>自1928年以来，标普500指数只出现过四次连续两年下跌，分别发生在大萧条、第二次世界大战、上世纪70年代石油危机和本世纪初互联网泡沫破裂。</p><p>在该指数近100年的历史中，这种情况显然是异常情况。然而，<b>一旦发生，往往意味着第二年的跌幅会比第一年更大，历史平均跌幅为24%，超过今年迄今约20%的跌幅。</b></p><p>连续超过两年的下跌则更是罕见，在2000-2002年和1939-1941年间，标普500指数曾连续三年下跌，而最长的连跌纪录仍是臭名昭著的大萧条，当时股市创下在1929-1932年连续四年下跌的纪录。</p><p><b>由于连续下跌确实较为罕见，部分基金经理和华尔街策略师预计明年标普500指数将温和复苏。</b>Crossbridge Capital首席投资官曼尼什•辛格（Manish Singh）表示：</p><blockquote>“对股市来说，经济衰退并不一定是坏事，因为市场往往会在衰退开始前触底。”</blockquote><p>然而，跟这些基金经理不同，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/GS\">高盛</a>等投行的高级策略师却警告称，<b>准备告别全球金融危机以来股市最糟糕一年的投资者，应该做好准备应对更为痛苦的2023年。</b>他们警告称，<b>随着企业盈利受到增长放缓的经济和居高不下的通胀的影响，加上各国央行仍保持坚定的鹰派立场，股市将在明年上半年面临新一轮下跌。</b></p><p>他们认为，如果美联储停止加息，明年下半年经济将复苏，但这可能只会带来一波温和的反弹，<b>届时股市只会比2022年底略好一点而已</b>。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>全球股票策略师Mislav Matejka也表示：</p><blockquote>“股市今年面临的风险还没有结束，这让我对前景感到紧张，尤其是明年上半年。”</blockquote><p>摩根大通预计，<b>标普500指数将回落至2022年的低点，即跌至3577点，之后美联储的转向将推动下半年的反弹，这将使其比当前水平高出约10%。</b></p><p>摩根士丹利的威尔逊（Michael Wilson）是坚定大空头，他在今年的《机构投资者》调查中排名第一。他认为，<b>标普500指数第一季度最多还会再下跌21%。随后的反弹将使该指数今年收于3900点左右，这跟本周一收盘相比仅上涨约2%。</b></p><p>媒体调查了22位策略师，其平均预期是标普500指数明年收于4078点，比目前水平高出约7%。最乐观的预测是增长24%，而悲观的预测是下跌11%。在欧洲，对14位策略师进行的一项类似调查预计斯托克600指数将平均上涨5%左右。</p><p>这一谨慎的预期反映出，从货币紧缩到乌克兰冲突，再到欧洲能源危机，市场的挑战数不胜数。其中，货币紧缩已经抑制了近期股市的上涨。</p><p>即使是通胀方面的好消息也伴随着一个很大的警告，因为它没有动摇各国央行控制通胀的决心。<b>美联储和欧洲央行上周的鹰派言论引发股市大幅下跌，他们还不忘强调，投资者等待已久的政策转变远未到来。</b></p><p>外媒本月发布的一项调查显示，顶级基金经理们也预测，<b>2023年的开局会很艰难，他们倾向于认为到明年下半年才会有收益</b>。对于那些持乐观态度的人来说，他们认为可以从美国经济的弹性、加息速度放缓等因素中获得支撑。但尽管如此，<b>策略师们的一个主要共识是，股市尚未反映出悲观的经济前景。</b></p><p>与不断恶化的经济前景密切相关的是企业收益。尽管2022年通胀失控，企业利润却表现出了惊人的弹性，不过随着利润率压力的增加，<b>预计明年企业利润将大幅下降，而需求疲软可能导致滞胀这个更大的风险。</b></p><p>威尔逊本周警告称，<b>企业利润下滑可能与2008年金融危机期间的情况相当</b>，而这并没有反映在当前的股票价格中。美国银行的一项调查也显示，基金经理预计明年的盈利前景将恶化，这使得他们对债券的看法比股票更为乐观；他们的<b>股债比处于2009年以来的最低水平</b>。</p><p><img src=\"https://static.tigerbbs.com/958ce1df7c986041fb7a03f85cbb6fd8\" tg-width=\"565\" tg-height=\"317\" referrerpolicy=\"no-referrer\"/></p><p>摩根大通策略师拉科斯-布哈斯（Dubravko Lakos-Bujas）说：</p><blockquote>“我们预计今年（企业盈利）的增长背景不会持续到2023年，预计美国、欧元区和日本的企业利润将分别下降9%、10%和4%。”</blockquote><p>相比之下，机构更看好新兴市场明年的情况。包括乔纳森·加纳（Jonathan Garner）在内的摩根士丹利策略师仍在增持亚洲地区新兴市场股票，而不是发达市场，因为他们“<b>更有信心，一个新的牛市周期正在开始</b>”。</p><p>与此同时，野村证券的研究团队也称，<b>西方的衰退将使亚洲股市有机会跑赢，</b>因为亚洲股市估值更低，基本面前景更好。</p><p>道富<a href=\"https://laohu8.com/S/B73.SI\">环球投资</a>顾问公司高级投资策略师阿尤布（Mehvish Ayub）则相对较悲观，他表示：</p><blockquote>“预计2023年全球增长都将受到巨大打击，不确定性将持续，有很多波动需要应对，股市仍面临挑战。”</blockquote></body></html>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>暴跌结束了吗？多家顶级投行警告：准备应对更痛苦的一年</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暴跌结束了吗？多家顶级投行警告：准备应对更痛苦的一年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-22 12:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=104616&type=news><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对美股来说，连续两年下跌是很罕见的。因此经过今年的暴跌之后，2023年美股再次走低的可能性很低。然而，历史表明，如果真的发生这种情况，那么投资者将不得不准备迎接另一个令人非常难受的年份。自1928年以来，标普500指数只出现过四次连续两年下跌，分别发生在大萧条、第二次世界大战、上世纪70年代石油危机和本世纪初互联网泡沫破裂。在该指数近100年的历史中，这种情况显然是异常情况。然而，一旦发生，往往...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=104616&type=news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=104616&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293377960","content_text":"对美股来说，连续两年下跌是很罕见的。因此经过今年的暴跌之后，2023年美股再次走低的可能性很低。然而，历史表明，如果真的发生这种情况，那么投资者将不得不准备迎接另一个令人非常难受的年份。自1928年以来，标普500指数只出现过四次连续两年下跌，分别发生在大萧条、第二次世界大战、上世纪70年代石油危机和本世纪初互联网泡沫破裂。在该指数近100年的历史中，这种情况显然是异常情况。然而，一旦发生，往往意味着第二年的跌幅会比第一年更大，历史平均跌幅为24%，超过今年迄今约20%的跌幅。连续超过两年的下跌则更是罕见，在2000-2002年和1939-1941年间，标普500指数曾连续三年下跌，而最长的连跌纪录仍是臭名昭著的大萧条，当时股市创下在1929-1932年连续四年下跌的纪录。由于连续下跌确实较为罕见，部分基金经理和华尔街策略师预计明年标普500指数将温和复苏。Crossbridge Capital首席投资官曼尼什•辛格（Manish Singh）表示：“对股市来说，经济衰退并不一定是坏事，因为市场往往会在衰退开始前触底。”然而，跟这些基金经理不同，摩根士丹利和高盛等投行的高级策略师却警告称，准备告别全球金融危机以来股市最糟糕一年的投资者，应该做好准备应对更为痛苦的2023年。他们警告称，随着企业盈利受到增长放缓的经济和居高不下的通胀的影响，加上各国央行仍保持坚定的鹰派立场，股市将在明年上半年面临新一轮下跌。他们认为，如果美联储停止加息，明年下半年经济将复苏，但这可能只会带来一波温和的反弹，届时股市只会比2022年底略好一点而已。摩根大通全球股票策略师Mislav Matejka也表示：“股市今年面临的风险还没有结束，这让我对前景感到紧张，尤其是明年上半年。”摩根大通预计，标普500指数将回落至2022年的低点，即跌至3577点，之后美联储的转向将推动下半年的反弹，这将使其比当前水平高出约10%。摩根士丹利的威尔逊（Michael Wilson）是坚定大空头，他在今年的《机构投资者》调查中排名第一。他认为，标普500指数第一季度最多还会再下跌21%。随后的反弹将使该指数今年收于3900点左右，这跟本周一收盘相比仅上涨约2%。媒体调查了22位策略师，其平均预期是标普500指数明年收于4078点，比目前水平高出约7%。最乐观的预测是增长24%，而悲观的预测是下跌11%。在欧洲，对14位策略师进行的一项类似调查预计斯托克600指数将平均上涨5%左右。这一谨慎的预期反映出，从货币紧缩到乌克兰冲突，再到欧洲能源危机，市场的挑战数不胜数。其中，货币紧缩已经抑制了近期股市的上涨。即使是通胀方面的好消息也伴随着一个很大的警告，因为它没有动摇各国央行控制通胀的决心。美联储和欧洲央行上周的鹰派言论引发股市大幅下跌，他们还不忘强调，投资者等待已久的政策转变远未到来。外媒本月发布的一项调查显示，顶级基金经理们也预测，2023年的开局会很艰难，他们倾向于认为到明年下半年才会有收益。对于那些持乐观态度的人来说，他们认为可以从美国经济的弹性、加息速度放缓等因素中获得支撑。但尽管如此，策略师们的一个主要共识是，股市尚未反映出悲观的经济前景。与不断恶化的经济前景密切相关的是企业收益。尽管2022年通胀失控，企业利润却表现出了惊人的弹性，不过随着利润率压力的增加，预计明年企业利润将大幅下降，而需求疲软可能导致滞胀这个更大的风险。威尔逊本周警告称，企业利润下滑可能与2008年金融危机期间的情况相当，而这并没有反映在当前的股票价格中。美国银行的一项调查也显示，基金经理预计明年的盈利前景将恶化，这使得他们对债券的看法比股票更为乐观；他们的股债比处于2009年以来的最低水平。摩根大通策略师拉科斯-布哈斯（Dubravko Lakos-Bujas）说：“我们预计今年（企业盈利）的增长背景不会持续到2023年，预计美国、欧元区和日本的企业利润将分别下降9%、10%和4%。”相比之下，机构更看好新兴市场明年的情况。包括乔纳森·加纳（Jonathan Garner）在内的摩根士丹利策略师仍在增持亚洲地区新兴市场股票，而不是发达市场，因为他们“更有信心，一个新的牛市周期正在开始”。与此同时，野村证券的研究团队也称，西方的衰退将使亚洲股市有机会跑赢，因为亚洲股市估值更低，基本面前景更好。道富环球投资顾问公司高级投资策略师阿尤布（Mehvish Ayub）则相对较悲观，他表示：“预计2023年全球增长都将受到巨大打击，不确定性将持续，有很多波动需要应对，股市仍面临挑战。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922380874,"gmtCreate":1671689470998,"gmtModify":1676538577024,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922380874","repostId":"2293377960","repostType":2,"repost":{"id":"2293377960","pubTimestamp":1671682526,"share":"https://www.laohu8.com/m/news/2293377960?lang=&edition=full","pubTime":"2022-12-22 12:15","market":"us","language":"zh","title":"暴跌结束了吗？多家顶级投行警告：准备应对更痛苦的一年","url":"https://stock-news.laohu8.com/highlight/detail?id=2293377960","media":"金十数据","summary":"对美股来说，连续2年下跌是非常罕见的，一旦发生，那么第二年的跌幅往往会更大。","content":"<html><head></head><body><p>对美股来说，连续两年下跌是很罕见的。因此经过今年的暴跌之后，2023年美股再次走低的可能性很低。然而，历史表明，<b>如果真的发生这种情况，那么投资者将不得不准备迎接另一个令人非常难受的年份。</b></p><p>自1928年以来，标普500指数只出现过四次连续两年下跌，分别发生在大萧条、第二次世界大战、上世纪70年代石油危机和本世纪初互联网泡沫破裂。</p><p>在该指数近100年的历史中，这种情况显然是异常情况。然而，<b>一旦发生，往往意味着第二年的跌幅会比第一年更大，历史平均跌幅为24%，超过今年迄今约20%的跌幅。</b></p><p>连续超过两年的下跌则更是罕见，在2000-2002年和1939-1941年间，标普500指数曾连续三年下跌，而最长的连跌纪录仍是臭名昭著的大萧条，当时股市创下在1929-1932年连续四年下跌的纪录。</p><p><b>由于连续下跌确实较为罕见，部分基金经理和华尔街策略师预计明年标普500指数将温和复苏。</b>Crossbridge Capital首席投资官曼尼什•辛格（Manish Singh）表示：</p><blockquote>“对股市来说，经济衰退并不一定是坏事，因为市场往往会在衰退开始前触底。”</blockquote><p>然而，跟这些基金经理不同，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/GS\">高盛</a>等投行的高级策略师却警告称，<b>准备告别全球金融危机以来股市最糟糕一年的投资者，应该做好准备应对更为痛苦的2023年。</b>他们警告称，<b>随着企业盈利受到增长放缓的经济和居高不下的通胀的影响，加上各国央行仍保持坚定的鹰派立场，股市将在明年上半年面临新一轮下跌。</b></p><p>他们认为，如果美联储停止加息，明年下半年经济将复苏，但这可能只会带来一波温和的反弹，<b>届时股市只会比2022年底略好一点而已</b>。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>全球股票策略师Mislav Matejka也表示：</p><blockquote>“股市今年面临的风险还没有结束，这让我对前景感到紧张，尤其是明年上半年。”</blockquote><p>摩根大通预计，<b>标普500指数将回落至2022年的低点，即跌至3577点，之后美联储的转向将推动下半年的反弹，这将使其比当前水平高出约10%。</b></p><p>摩根士丹利的威尔逊（Michael Wilson）是坚定大空头，他在今年的《机构投资者》调查中排名第一。他认为，<b>标普500指数第一季度最多还会再下跌21%。随后的反弹将使该指数今年收于3900点左右，这跟本周一收盘相比仅上涨约2%。</b></p><p>媒体调查了22位策略师，其平均预期是标普500指数明年收于4078点，比目前水平高出约7%。最乐观的预测是增长24%，而悲观的预测是下跌11%。在欧洲，对14位策略师进行的一项类似调查预计斯托克600指数将平均上涨5%左右。</p><p>这一谨慎的预期反映出，从货币紧缩到乌克兰冲突，再到欧洲能源危机，市场的挑战数不胜数。其中，货币紧缩已经抑制了近期股市的上涨。</p><p>即使是通胀方面的好消息也伴随着一个很大的警告，因为它没有动摇各国央行控制通胀的决心。<b>美联储和欧洲央行上周的鹰派言论引发股市大幅下跌，他们还不忘强调，投资者等待已久的政策转变远未到来。</b></p><p>外媒本月发布的一项调查显示，顶级基金经理们也预测，<b>2023年的开局会很艰难，他们倾向于认为到明年下半年才会有收益</b>。对于那些持乐观态度的人来说，他们认为可以从美国经济的弹性、加息速度放缓等因素中获得支撑。但尽管如此，<b>策略师们的一个主要共识是，股市尚未反映出悲观的经济前景。</b></p><p>与不断恶化的经济前景密切相关的是企业收益。尽管2022年通胀失控，企业利润却表现出了惊人的弹性，不过随着利润率压力的增加，<b>预计明年企业利润将大幅下降，而需求疲软可能导致滞胀这个更大的风险。</b></p><p>威尔逊本周警告称，<b>企业利润下滑可能与2008年金融危机期间的情况相当</b>，而这并没有反映在当前的股票价格中。美国银行的一项调查也显示，基金经理预计明年的盈利前景将恶化，这使得他们对债券的看法比股票更为乐观；他们的<b>股债比处于2009年以来的最低水平</b>。</p><p><img src=\"https://static.tigerbbs.com/958ce1df7c986041fb7a03f85cbb6fd8\" tg-width=\"565\" tg-height=\"317\" referrerpolicy=\"no-referrer\"/></p><p>摩根大通策略师拉科斯-布哈斯（Dubravko Lakos-Bujas）说：</p><blockquote>“我们预计今年（企业盈利）的增长背景不会持续到2023年，预计美国、欧元区和日本的企业利润将分别下降9%、10%和4%。”</blockquote><p>相比之下，机构更看好新兴市场明年的情况。包括乔纳森·加纳（Jonathan Garner）在内的摩根士丹利策略师仍在增持亚洲地区新兴市场股票，而不是发达市场，因为他们“<b>更有信心，一个新的牛市周期正在开始</b>”。</p><p>与此同时，野村证券的研究团队也称，<b>西方的衰退将使亚洲股市有机会跑赢，</b>因为亚洲股市估值更低，基本面前景更好。</p><p>道富<a href=\"https://laohu8.com/S/B73.SI\">环球投资</a>顾问公司高级投资策略师阿尤布（Mehvish Ayub）则相对较悲观，他表示：</p><blockquote>“预计2023年全球增长都将受到巨大打击，不确定性将持续，有很多波动需要应对，股市仍面临挑战。”</blockquote></body></html>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>暴跌结束了吗？多家顶级投行警告：准备应对更痛苦的一年</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暴跌结束了吗？多家顶级投行警告：准备应对更痛苦的一年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-22 12:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=104616&type=news><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对美股来说，连续两年下跌是很罕见的。因此经过今年的暴跌之后，2023年美股再次走低的可能性很低。然而，历史表明，如果真的发生这种情况，那么投资者将不得不准备迎接另一个令人非常难受的年份。自1928年以来，标普500指数只出现过四次连续两年下跌，分别发生在大萧条、第二次世界大战、上世纪70年代石油危机和本世纪初互联网泡沫破裂。在该指数近100年的历史中，这种情况显然是异常情况。然而，一旦发生，往往...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=104616&type=news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=104616&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293377960","content_text":"对美股来说，连续两年下跌是很罕见的。因此经过今年的暴跌之后，2023年美股再次走低的可能性很低。然而，历史表明，如果真的发生这种情况，那么投资者将不得不准备迎接另一个令人非常难受的年份。自1928年以来，标普500指数只出现过四次连续两年下跌，分别发生在大萧条、第二次世界大战、上世纪70年代石油危机和本世纪初互联网泡沫破裂。在该指数近100年的历史中，这种情况显然是异常情况。然而，一旦发生，往往意味着第二年的跌幅会比第一年更大，历史平均跌幅为24%，超过今年迄今约20%的跌幅。连续超过两年的下跌则更是罕见，在2000-2002年和1939-1941年间，标普500指数曾连续三年下跌，而最长的连跌纪录仍是臭名昭著的大萧条，当时股市创下在1929-1932年连续四年下跌的纪录。由于连续下跌确实较为罕见，部分基金经理和华尔街策略师预计明年标普500指数将温和复苏。Crossbridge Capital首席投资官曼尼什•辛格（Manish Singh）表示：“对股市来说，经济衰退并不一定是坏事，因为市场往往会在衰退开始前触底。”然而，跟这些基金经理不同，摩根士丹利和高盛等投行的高级策略师却警告称，准备告别全球金融危机以来股市最糟糕一年的投资者，应该做好准备应对更为痛苦的2023年。他们警告称，随着企业盈利受到增长放缓的经济和居高不下的通胀的影响，加上各国央行仍保持坚定的鹰派立场，股市将在明年上半年面临新一轮下跌。他们认为，如果美联储停止加息，明年下半年经济将复苏，但这可能只会带来一波温和的反弹，届时股市只会比2022年底略好一点而已。摩根大通全球股票策略师Mislav Matejka也表示：“股市今年面临的风险还没有结束，这让我对前景感到紧张，尤其是明年上半年。”摩根大通预计，标普500指数将回落至2022年的低点，即跌至3577点，之后美联储的转向将推动下半年的反弹，这将使其比当前水平高出约10%。摩根士丹利的威尔逊（Michael Wilson）是坚定大空头，他在今年的《机构投资者》调查中排名第一。他认为，标普500指数第一季度最多还会再下跌21%。随后的反弹将使该指数今年收于3900点左右，这跟本周一收盘相比仅上涨约2%。媒体调查了22位策略师，其平均预期是标普500指数明年收于4078点，比目前水平高出约7%。最乐观的预测是增长24%，而悲观的预测是下跌11%。在欧洲，对14位策略师进行的一项类似调查预计斯托克600指数将平均上涨5%左右。这一谨慎的预期反映出，从货币紧缩到乌克兰冲突，再到欧洲能源危机，市场的挑战数不胜数。其中，货币紧缩已经抑制了近期股市的上涨。即使是通胀方面的好消息也伴随着一个很大的警告，因为它没有动摇各国央行控制通胀的决心。美联储和欧洲央行上周的鹰派言论引发股市大幅下跌，他们还不忘强调，投资者等待已久的政策转变远未到来。外媒本月发布的一项调查显示，顶级基金经理们也预测，2023年的开局会很艰难，他们倾向于认为到明年下半年才会有收益。对于那些持乐观态度的人来说，他们认为可以从美国经济的弹性、加息速度放缓等因素中获得支撑。但尽管如此，策略师们的一个主要共识是，股市尚未反映出悲观的经济前景。与不断恶化的经济前景密切相关的是企业收益。尽管2022年通胀失控，企业利润却表现出了惊人的弹性，不过随着利润率压力的增加，预计明年企业利润将大幅下降，而需求疲软可能导致滞胀这个更大的风险。威尔逊本周警告称，企业利润下滑可能与2008年金融危机期间的情况相当，而这并没有反映在当前的股票价格中。美国银行的一项调查也显示，基金经理预计明年的盈利前景将恶化，这使得他们对债券的看法比股票更为乐观；他们的股债比处于2009年以来的最低水平。摩根大通策略师拉科斯-布哈斯（Dubravko Lakos-Bujas）说：“我们预计今年（企业盈利）的增长背景不会持续到2023年，预计美国、欧元区和日本的企业利润将分别下降9%、10%和4%。”相比之下，机构更看好新兴市场明年的情况。包括乔纳森·加纳（Jonathan Garner）在内的摩根士丹利策略师仍在增持亚洲地区新兴市场股票，而不是发达市场，因为他们“更有信心，一个新的牛市周期正在开始”。与此同时，野村证券的研究团队也称，西方的衰退将使亚洲股市有机会跑赢，因为亚洲股市估值更低，基本面前景更好。道富环球投资顾问公司高级投资策略师阿尤布（Mehvish Ayub）则相对较悲观，他表示：“预计2023年全球增长都将受到巨大打击，不确定性将持续，有很多波动需要应对，股市仍面临挑战。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923703458,"gmtCreate":1670900576474,"gmtModify":1676538457090,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍👍👍😘","listText":"👍👍👍😘","text":"👍👍👍😘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923703458","repostId":"9963969638","repostType":1,"repost":{"id":9963969638,"gmtCreate":1668567458425,"gmtModify":1677745765888,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/61ed9b39c6cbcdce6372edc1c0b48a2d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Join Tiger's Football Season, share the prizes worth up to US$200,000","htmlText":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world!&nbsp;While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","listText":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world!&nbsp;While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","text":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world! While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","images":[{"img":"https://community-static.tradeup.com/news/e8c9b6ab16214df413c77708cf5957bf","width":"404","height":"707"},{"img":"https://community-static.tradeup.com/news/6f0ddb54cc9e55b9b9b59a0c9908bfb5","width":"358","height":"471"},{"img":"https://community-static.tradeup.com/news/d9cc4adf57a9972e62e94d321ecc6734","width":"402","height":"712"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963969638","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966471495,"gmtCreate":1669630341518,"gmtModify":1676538215956,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966471495","repostId":"620839754","repostType":1,"repost":{"id":620839754,"gmtCreate":1669627320000,"gmtModify":1676538215768,"author":{"id":"3579560926082632","authorId":"3579560926082632","name":"投资界","avatar":"https://static.tigerbbs.com/6a09632062f91283b4308e641ec08979","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"又是東北母基金，200億","htmlText":"東北又來了。 投資界-解碼LP獲悉，爲助力遼寧省加快產業數字化、數字產業化和提高頭部企業本地配套率、科技創新成果本地轉化率、科技型企業增長率，引育壯大新動能，遼寧省設立了遼寧產業投資基金（以下簡稱“遼寧基金”），規模爲200億元。 資料顯示，遼寧基金是財政出資、市場化方式運作的政策性基金，核心使命是吸引、撬動更多社會資本投向遼寧省重點產業和項目，加快引育壯大新動能。省金控集團將被充分放權運作遼寧基金，並將根據市場需求，制定年度投資計劃報遼寧基金管理委員會審定，在投資計劃範圍內獨立決策，同時按照市場規則與社會資本合作設立子基金。 這是今年全國母基金遍地開花的一縷縮影。不過我們把視野拉回現實，廣大VC/PE們關心的莫過於兩點：這些百億母基金錢從何來？又能否真正投出去？ 遼寧200億母基金趕來 出資比例最高達50% 此前，遼寧省還出臺了《遼寧產業投資基金管理辦法》，從投資運營、退出和收益分配、風險控制和監督管理等方面，對基金管理工作作了相關規定。 據悉，該基金緊緊圍繞建設“數字遼寧、智造強省”、做好產業機構調整“三篇大文章”、構建“一圈一帶兩區”區域發展格局、支持縣域經濟高質量發展等，聚焦重點產業和重大項目進行投資引導，吸引、撬動外部資源和社會資本，助力遼寧振興發展。 在管理架構方面，按照市場化、專業化、扁平化原則構建遼寧基金管理架構，提高決策和服務效率。設立遼寧基金管委會，對重大事項進行決策。管委會下設辦公室（設在省財政廳），會同其他成員單位負責遼寧基金指導服務工作。省金控集團成立遼寧基金投資公司，按照市場化方式組建專業化管理團隊負責遼寧基金具體投資運作。 遼寧基金對產業發展類和產業支持類子基金的管理原則上遵循一套制度體系，但在出資比例、投資領域、投委會機制等方面實施區別化管理。 從出資比例看，遼寧基金對產業發展類投資基金出資比例原則上不超過該投資基金總規模的30%，且不作爲唯","listText":"東北又來了。 投資界-解碼LP獲悉，爲助力遼寧省加快產業數字化、數字產業化和提高頭部企業本地配套率、科技創新成果本地轉化率、科技型企業增長率，引育壯大新動能，遼寧省設立了遼寧產業投資基金（以下簡稱“遼寧基金”），規模爲200億元。 資料顯示，遼寧基金是財政出資、市場化方式運作的政策性基金，核心使命是吸引、撬動更多社會資本投向遼寧省重點產業和項目，加快引育壯大新動能。省金控集團將被充分放權運作遼寧基金，並將根據市場需求，制定年度投資計劃報遼寧基金管理委員會審定，在投資計劃範圍內獨立決策，同時按照市場規則與社會資本合作設立子基金。 這是今年全國母基金遍地開花的一縷縮影。不過我們把視野拉回現實，廣大VC/PE們關心的莫過於兩點：這些百億母基金錢從何來？又能否真正投出去？ 遼寧200億母基金趕來 出資比例最高達50% 此前，遼寧省還出臺了《遼寧產業投資基金管理辦法》，從投資運營、退出和收益分配、風險控制和監督管理等方面，對基金管理工作作了相關規定。 據悉，該基金緊緊圍繞建設“數字遼寧、智造強省”、做好產業機構調整“三篇大文章”、構建“一圈一帶兩區”區域發展格局、支持縣域經濟高質量發展等，聚焦重點產業和重大項目進行投資引導，吸引、撬動外部資源和社會資本，助力遼寧振興發展。 在管理架構方面，按照市場化、專業化、扁平化原則構建遼寧基金管理架構，提高決策和服務效率。設立遼寧基金管委會，對重大事項進行決策。管委會下設辦公室（設在省財政廳），會同其他成員單位負責遼寧基金指導服務工作。省金控集團成立遼寧基金投資公司，按照市場化方式組建專業化管理團隊負責遼寧基金具體投資運作。 遼寧基金對產業發展類和產業支持類子基金的管理原則上遵循一套制度體系，但在出資比例、投資領域、投委會機制等方面實施區別化管理。 從出資比例看，遼寧基金對產業發展類投資基金出資比例原則上不超過該投資基金總規模的30%，且不作爲唯","text":"東北又來了。 投資界-解碼LP獲悉，爲助力遼寧省加快產業數字化、數字產業化和提高頭部企業本地配套率、科技創新成果本地轉化率、科技型企業增長率，引育壯大新動能，遼寧省設立了遼寧產業投資基金（以下簡稱“遼寧基金”），規模爲200億元。 資料顯示，遼寧基金是財政出資、市場化方式運作的政策性基金，核心使命是吸引、撬動更多社會資本投向遼寧省重點產業和項目，加快引育壯大新動能。省金控集團將被充分放權運作遼寧基金，並將根據市場需求，制定年度投資計劃報遼寧基金管理委員會審定，在投資計劃範圍內獨立決策，同時按照市場規則與社會資本合作設立子基金。 這是今年全國母基金遍地開花的一縷縮影。不過我們把視野拉回現實，廣大VC/PE們關心的莫過於兩點：這些百億母基金錢從何來？又能否真正投出去？ 遼寧200億母基金趕來 出資比例最高達50% 此前，遼寧省還出臺了《遼寧產業投資基金管理辦法》，從投資運營、退出和收益分配、風險控制和監督管理等方面，對基金管理工作作了相關規定。 據悉，該基金緊緊圍繞建設“數字遼寧、智造強省”、做好產業機構調整“三篇大文章”、構建“一圈一帶兩區”區域發展格局、支持縣域經濟高質量發展等，聚焦重點產業和重大項目進行投資引導，吸引、撬動外部資源和社會資本，助力遼寧振興發展。 在管理架構方面，按照市場化、專業化、扁平化原則構建遼寧基金管理架構，提高決策和服務效率。設立遼寧基金管委會，對重大事項進行決策。管委會下設辦公室（設在省財政廳），會同其他成員單位負責遼寧基金指導服務工作。省金控集團成立遼寧基金投資公司，按照市場化方式組建專業化管理團隊負責遼寧基金具體投資運作。 遼寧基金對產業發展類和產業支持類子基金的管理原則上遵循一套制度體系，但在出資比例、投資領域、投委會機制等方面實施區別化管理。 從出資比例看，遼寧基金對產業發展類投資基金出資比例原則上不超過該投資基金總規模的30%，且不作爲唯","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/620839754","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987629068,"gmtCreate":1667894455754,"gmtModify":1676537980964,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987629068","repostId":"9987688532","repostType":1,"repost":{"id":9987688532,"gmtCreate":1667889191126,"gmtModify":1676537980208,"author":{"id":"9000000000000545","authorId":"9000000000000545","name":"PhillipCapital","avatar":"https://community-static.tradeup.com/news/3b7106e153404ca22d585b75181947a1","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"\n \n \n  『雙11』能否帶動相關板塊再上一成｜恆指現「早晨之星」｜輝立證券香港董事 - 黃瑋傑先生（Louis Wong) ｜葉秋波\n \n","listText":"『雙11』能否帶動相關板塊再上一成｜恆指現「早晨之星」｜輝立證券香港董事 - 黃瑋傑先生（Louis Wong) ｜葉秋波","text":"『雙11』能否帶動相關板塊再上一成｜恆指現「早晨之星」｜輝立證券香港董事 - 黃瑋傑先生（Louis Wong) ｜葉秋波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987688532","isVote":1,"tweetType":2,"object":{"id":"50feea6656a840b19538d402b2a82ece","tweetId":"9987688532","title":"『双11』能否带动相关板块再上一成｜恒指现「早晨之星」｜辉立证券香港董事 - 黄玮杰先生（Louis Wong) ｜叶秋波","videoUrl":"http://v.tigerbbs.com/1667889187012c77c858d51a5fd5ced0a3e1fd0035ef6.mp4","poster":"https://static.tigerbbs.com/1f90a5727e356f41936e428073feba80","shareLink":"http://v.tigerbbs.com/1667889187012c77c858d51a5fd5ced0a3e1fd0035ef6.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987905792,"gmtCreate":1667785851316,"gmtModify":1676537962843,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍👌","listText":"👍👌","text":"👍👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987905792","repostId":"664953556","repostType":1,"repost":{"id":664953556,"gmtCreate":1667779937276,"gmtModify":1676537962584,"author":{"id":"3576692614479799","authorId":"3576692614479799","name":"A带头大哥","avatar":"https://static.tigerbbs.com/19f77befb256943d809f9e97641363d3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"本週還需關注三件大事","htmlText":"上週五大盤放量大漲，主要是大家對某些方面的預期，週末的疫情方面低於預期，之所以低於預期，是因爲上週五大家都對週末的會議期待很大，以爲要公佈完全放開，所以，上週五尾盤資金瘋狂涌入拉昇後疫情時代的旅遊、酒店、餐飲等相關板塊，但結果是政策不變，那麼後疫情時代的相關板塊今天就有一個預期落空的過程，也就是跟疫情相關的酒店、餐飲、旅遊、交通運輸等板塊就有一個回調的過程，但大家也沒有必要過度悲觀，因爲通過此次會議，後期防疫只會更加精準，不排除會在默認中逐步放開，比如有的鐵路段已經不再查驗旅客的核酸證明，有的省份只要綠碼就可以全省通行，還有些地方明確了核酸檢測即將自費等，這些政策都預示着某些方面有逐步放鬆的趨勢，這點有點像當初的房地產政策，朦朧不清纔有炒作的機會，所以，今天想後疫情時代的相關板塊大面積跌停也是不可能的！&nbsp;對於週末的消息面我們昨天的文章已經有詳細解讀，請大家注意查看，但對於大盤後期走勢，大家還需關注三件大事：一是今天開始公佈10月份相關的經濟數據&nbsp;今天統計局將發佈10月進出口數據；明天將公佈中國10月CPI/PPI相關數據；重要的是中國10月社融、新增貸款、M2等重要經濟數據將於9-15日不定期公佈。這些數據中最重要的還是CPI\\PPI和社融、貸款等數據。&nbsp;市場預計10月PPI同比或轉負，CPI同比或放緩。10月國際油價、銅價均出現回落，旺季過後煤炭價格也有回落，基建和保交樓發力，黑色價格有所回升，但由於去年煤電短缺帶來的基數較高，今年10月基數效應就會拖累PPI同比較上月少2.5個百分點，10月PPI大概率要轉負。&nbsp;信貸方面，在10月初，銀行集中投放貸款，對公貸款爲主，主要投向基建類行業；但是到了月底，票據利率再次走低，1個月票據利率再次跌到零，反映內生信貸需求仍然不足。這也不足爲奇，因爲10月份有長假，另外，10月份大部分地方出現疫","listText":"上週五大盤放量大漲，主要是大家對某些方面的預期，週末的疫情方面低於預期，之所以低於預期，是因爲上週五大家都對週末的會議期待很大，以爲要公佈完全放開，所以，上週五尾盤資金瘋狂涌入拉昇後疫情時代的旅遊、酒店、餐飲等相關板塊，但結果是政策不變，那麼後疫情時代的相關板塊今天就有一個預期落空的過程，也就是跟疫情相關的酒店、餐飲、旅遊、交通運輸等板塊就有一個回調的過程，但大家也沒有必要過度悲觀，因爲通過此次會議，後期防疫只會更加精準，不排除會在默認中逐步放開，比如有的鐵路段已經不再查驗旅客的核酸證明，有的省份只要綠碼就可以全省通行，還有些地方明確了核酸檢測即將自費等，這些政策都預示着某些方面有逐步放鬆的趨勢，這點有點像當初的房地產政策，朦朧不清纔有炒作的機會，所以，今天想後疫情時代的相關板塊大面積跌停也是不可能的！&nbsp;對於週末的消息面我們昨天的文章已經有詳細解讀，請大家注意查看，但對於大盤後期走勢，大家還需關注三件大事：一是今天開始公佈10月份相關的經濟數據&nbsp;今天統計局將發佈10月進出口數據；明天將公佈中國10月CPI/PPI相關數據；重要的是中國10月社融、新增貸款、M2等重要經濟數據將於9-15日不定期公佈。這些數據中最重要的還是CPI\\PPI和社融、貸款等數據。&nbsp;市場預計10月PPI同比或轉負，CPI同比或放緩。10月國際油價、銅價均出現回落，旺季過後煤炭價格也有回落，基建和保交樓發力，黑色價格有所回升，但由於去年煤電短缺帶來的基數較高，今年10月基數效應就會拖累PPI同比較上月少2.5個百分點，10月PPI大概率要轉負。&nbsp;信貸方面，在10月初，銀行集中投放貸款，對公貸款爲主，主要投向基建類行業；但是到了月底，票據利率再次走低，1個月票據利率再次跌到零，反映內生信貸需求仍然不足。這也不足爲奇，因爲10月份有長假，另外，10月份大部分地方出現疫","text":"上週五大盤放量大漲，主要是大家對某些方面的預期，週末的疫情方面低於預期，之所以低於預期，是因爲上週五大家都對週末的會議期待很大，以爲要公佈完全放開，所以，上週五尾盤資金瘋狂涌入拉昇後疫情時代的旅遊、酒店、餐飲等相關板塊，但結果是政策不變，那麼後疫情時代的相關板塊今天就有一個預期落空的過程，也就是跟疫情相關的酒店、餐飲、旅遊、交通運輸等板塊就有一個回調的過程，但大家也沒有必要過度悲觀，因爲通過此次會議，後期防疫只會更加精準，不排除會在默認中逐步放開，比如有的鐵路段已經不再查驗旅客的核酸證明，有的省份只要綠碼就可以全省通行，還有些地方明確了核酸檢測即將自費等，這些政策都預示着某些方面有逐步放鬆的趨勢，這點有點像當初的房地產政策，朦朧不清纔有炒作的機會，所以，今天想後疫情時代的相關板塊大面積跌停也是不可能的！ 對於週末的消息面我們昨天的文章已經有詳細解讀，請大家注意查看，但對於大盤後期走勢，大家還需關注三件大事：一是今天開始公佈10月份相關的經濟數據 今天統計局將發佈10月進出口數據；明天將公佈中國10月CPI/PPI相關數據；重要的是中國10月社融、新增貸款、M2等重要經濟數據將於9-15日不定期公佈。這些數據中最重要的還是CPI\\PPI和社融、貸款等數據。 市場預計10月PPI同比或轉負，CPI同比或放緩。10月國際油價、銅價均出現回落，旺季過後煤炭價格也有回落，基建和保交樓發力，黑色價格有所回升，但由於去年煤電短缺帶來的基數較高，今年10月基數效應就會拖累PPI同比較上月少2.5個百分點，10月PPI大概率要轉負。 信貸方面，在10月初，銀行集中投放貸款，對公貸款爲主，主要投向基建類行業；但是到了月底，票據利率再次走低，1個月票據利率再次跌到零，反映內生信貸需求仍然不足。這也不足爲奇，因爲10月份有長假，另外，10月份大部分地方出現疫","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/664953556","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913136752,"gmtCreate":1663933699176,"gmtModify":1676537365956,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"😢","listText":"😢","text":"😢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913136752","repostId":"1123410633","repostType":2,"repost":{"id":"1123410633","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1663932651,"share":"https://www.laohu8.com/m/news/1123410633?lang=&edition=full","pubTime":"2022-09-23 19:30","market":"hk","language":"zh","title":"盘前 | 发生了什么？股市、原油、黄金加速下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1123410633","media":"老虎资讯综合","summary":"9月23日，美股三大股指期货全线下挫，截至发稿，道指期货跌1.27%；纳斯达克100指数期货跌1.53%；标普500指数期货跌1.4%。高盛终于多翻空！大幅下调美股目标价，预计年底前再跌4%美东时间周","content":"<html><head></head><body><p>9月23日，美股三大股指期货全线下挫，截至发稿，道指期货跌1.27%；纳斯达克100指数期货跌1.53%；标普500指数期货跌1.4%。</p><p><img src=\"https://static.tigerbbs.com/f82dc7cba8503c73f87d5a88c04c2cb7\" tg-width=\"412\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/NW/2269623433\" target=\"_blank\"><b>高盛终于多翻空！大幅下调美股目标价，预计年底前再跌4%</b></a><b></b></p><p>美东时间周四，<a href=\"https://laohu8.com/S/GS\">高盛</a>将标普500指数的年底目标价从此前预测的4300点下调至3600点，称利率上行前景的大幅转变将拖累美股估值。这意味着高盛预计在今年剩余的时间内，美股还要继续下跌超4%。</p><p><b>盘前行情</b></p><p>美股明星科技股盘前齐挫，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、AMD跌超2%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>均跌超1%；</p><p>美股邮轮股盘前走低，<a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>跌超5%，<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>跌超4%，<a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a>跌超3%；</p><p>美股石油股盘前普跌，<a href=\"https://laohu8.com/S/BP\">英国石油</a>跌超5%，<a href=\"https://laohu8.com/S/CPE\">卡隆石油</a>跌超4%，<a href=\"https://laohu8.com/S/OXY\">西方石油</a>、<a href=\"https://laohu8.com/S/APA\">阿帕契</a>跌超3%；</p><p>美股贵金属板块盘前普跌，<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>跌近8%，<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>跌超5%，<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>跌超4%，<a href=\"https://laohu8.com/S/NEM\">纽曼矿业</a>、<a href=\"https://laohu8.com/S/ABX\">巴里克黄金</a>、<a href=\"https://laohu8.com/S/RGLD\">皇家黄金</a>跌超2%；</p><p>美股区块链概念股普跌，<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>跌超7%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>跌超4%；</p><p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>盘前跌超8%，此前否认有关其考虑退出美国市场的报道；</p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>盘前跌超4%，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>此前研报表示，小鹏新车G9与同业比无明显竞争优势，若竞争加剧估值将受压；</p><p><a href=\"https://laohu8.com/S/CANO\">Cano Health</a>盘前涨近6%，传多个潜在买家考虑收购公司；</p><p><a href=\"https://laohu8.com/S/COST\">好市多</a>盘前跌逾3%，Q4毛利率10.18%，低于去年同期。</p><p><b>欧洲市场</b></p><p>欧洲主要股指全线下跌，截至发稿，德国DAX30指数跌2.74%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌2.34%，法国CAC40跌2.46%。</p><p><img src=\"https://static.tigerbbs.com/c951740202161ae3c22fbcc97236ae7f\" tg-width=\"820\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/></p><p><b>原油</b></p><p>原油期货大幅走低，截止发稿，WTI原油跌3.47%，报80.59美元/桶；布伦特原油跌3.06%，报87.69美元/桶。</p><p><img src=\"https://static.tigerbbs.com/4592b98ebc328d5e44ee549ba956f61c\" tg-width=\"862\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e7bb5558cca87f48ddb3b319066da89b\" tg-width=\"862\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></p><p><b>黄金</b></p><p>黄金期货持续下挫，截止发稿，跌1.76%，报1651.5美元/盎司。</p><p><img src=\"https://static.tigerbbs.com/eddafb3e7260b331cb47f94d97619647\" tg-width=\"862\" tg-height=\"825\" referrerpolicy=\"no-referrer\"/></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>盘前 | 发生了什么？股市、原油、黄金加速下跌</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盘前 | 发生了什么？股市、原油、黄金加速下跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-09-23 19:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月23日，美股三大股指期货全线下挫，截至发稿，道指期货跌1.27%；纳斯达克100指数期货跌1.53%；标普500指数期货跌1.4%。</p><p><img src=\"https://static.tigerbbs.com/f82dc7cba8503c73f87d5a88c04c2cb7\" tg-width=\"412\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/NW/2269623433\" target=\"_blank\"><b>高盛终于多翻空！大幅下调美股目标价，预计年底前再跌4%</b></a><b></b></p><p>美东时间周四，<a href=\"https://laohu8.com/S/GS\">高盛</a>将标普500指数的年底目标价从此前预测的4300点下调至3600点，称利率上行前景的大幅转变将拖累美股估值。这意味着高盛预计在今年剩余的时间内，美股还要继续下跌超4%。</p><p><b>盘前行情</b></p><p>美股明星科技股盘前齐挫，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、AMD跌超2%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>均跌超1%；</p><p>美股邮轮股盘前走低，<a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>跌超5%，<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>跌超4%，<a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a>跌超3%；</p><p>美股石油股盘前普跌，<a href=\"https://laohu8.com/S/BP\">英国石油</a>跌超5%，<a href=\"https://laohu8.com/S/CPE\">卡隆石油</a>跌超4%，<a href=\"https://laohu8.com/S/OXY\">西方石油</a>、<a href=\"https://laohu8.com/S/APA\">阿帕契</a>跌超3%；</p><p>美股贵金属板块盘前普跌，<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>跌近8%，<a href=\"https://laohu8.com/S/GFI\">金田</a>、<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>跌超5%，<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>跌超4%，<a href=\"https://laohu8.com/S/NEM\">纽曼矿业</a>、<a href=\"https://laohu8.com/S/ABX\">巴里克黄金</a>、<a href=\"https://laohu8.com/S/RGLD\">皇家黄金</a>跌超2%；</p><p>美股区块链概念股普跌，<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>跌超7%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>跌超4%；</p><p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>盘前跌超8%，此前否认有关其考虑退出美国市场的报道；</p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>盘前跌超4%，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>此前研报表示，小鹏新车G9与同业比无明显竞争优势，若竞争加剧估值将受压；</p><p><a href=\"https://laohu8.com/S/CANO\">Cano Health</a>盘前涨近6%，传多个潜在买家考虑收购公司；</p><p><a href=\"https://laohu8.com/S/COST\">好市多</a>盘前跌逾3%，Q4毛利率10.18%，低于去年同期。</p><p><b>欧洲市场</b></p><p>欧洲主要股指全线下跌，截至发稿，德国DAX30指数跌2.74%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌2.34%，法国CAC40跌2.46%。</p><p><img src=\"https://static.tigerbbs.com/c951740202161ae3c22fbcc97236ae7f\" tg-width=\"820\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/></p><p><b>原油</b></p><p>原油期货大幅走低，截止发稿，WTI原油跌3.47%，报80.59美元/桶；布伦特原油跌3.06%，报87.69美元/桶。</p><p><img src=\"https://static.tigerbbs.com/4592b98ebc328d5e44ee549ba956f61c\" tg-width=\"862\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e7bb5558cca87f48ddb3b319066da89b\" tg-width=\"862\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></p><p><b>黄金</b></p><p>黄金期货持续下挫，截止发稿，跌1.76%，报1651.5美元/盎司。</p><p><img src=\"https://static.tigerbbs.com/eddafb3e7260b331cb47f94d97619647\" tg-width=\"862\" tg-height=\"825\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123410633","content_text":"9月23日，美股三大股指期货全线下挫，截至发稿，道指期货跌1.27%；纳斯达克100指数期货跌1.53%；标普500指数期货跌1.4%。高盛终于多翻空！大幅下调美股目标价，预计年底前再跌4%美东时间周四，高盛将标普500指数的年底目标价从此前预测的4300点下调至3600点，称利率上行前景的大幅转变将拖累美股估值。这意味着高盛预计在今年剩余的时间内，美股还要继续下跌超4%。盘前行情美股明星科技股盘前齐挫，特斯拉、奈飞、英伟达、AMD跌超2%，苹果、亚马逊、谷歌A、微软均跌超1%；美股邮轮股盘前走低，嘉年华邮轮跌超5%，挪威邮轮跌超4%，皇家加勒比邮轮跌超3%；美股石油股盘前普跌，英国石油跌超5%，卡隆石油跌超4%，西方石油、阿帕契跌超3%；美股贵金属板块盘前普跌，哈莫尼黄金跌近8%，金田、科尔黛伦矿业跌超5%，赫克拉矿业跌超4%，纽曼矿业、巴里克黄金、皇家黄金跌超2%；美股区块链概念股普跌，Riot Blockchain跌超7%，Coinbase、Marathon Digital、MicroStrategy跌超4%；瑞士信贷盘前跌超8%，此前否认有关其考虑退出美国市场的报道；小鹏汽车盘前跌超4%，瑞银此前研报表示，小鹏新车G9与同业比无明显竞争优势，若竞争加剧估值将受压；Cano Health盘前涨近6%，传多个潜在买家考虑收购公司；好市多盘前跌逾3%，Q4毛利率10.18%，低于去年同期。欧洲市场欧洲主要股指全线下跌，截至发稿，德国DAX30指数跌2.74%，英国富时100跌2.34%，法国CAC40跌2.46%。原油原油期货大幅走低，截止发稿，WTI原油跌3.47%，报80.59美元/桶；布伦特原油跌3.06%，报87.69美元/桶。黄金黄金期货持续下挫，截止发稿，跌1.76%，报1651.5美元/盎司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996419143,"gmtCreate":1661210435484,"gmtModify":1676536472692,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996419143","repostId":"2261544041","repostType":4,"repost":{"id":"2261544041","pubTimestamp":1661172131,"share":"https://www.laohu8.com/m/news/2261544041?lang=&edition=full","pubTime":"2022-08-22 20:42","market":"us","language":"zh","title":"牛市未尽！大宗商品新一波“火热”行情即将启动？","url":"https://stock-news.laohu8.com/highlight/detail?id=2261544041","media":"华尔街见闻","summary":"经济衰退“对垒”供应短缺，谁将主导商品市场未来走势？今年以来，全球大宗商品价格跌宕起伏。开春，受供给侧制约推动，大宗商品涨势如虹，棉花、铜、石油、铁矿石、铝等期货价格不断创出新高。入夏，在强美元、弱经","content":"<html><head></head><body><blockquote>经济衰退“对垒”供应短缺，谁将主导商品市场未来走势？</blockquote><p>今年以来，全球大宗商品价格跌宕起伏。开春，受供给侧制约推动，大宗商品涨势如虹，棉花、铜、石油、铁矿石、铝等期货价格不断创出新高。入夏，在强美元、弱经济预期等不利因素的冲击下，商品市场分化明显，不少主力品种出现了深度回调。</p><p>进入8月，大宗商品价格虽有反弹，但仍处于弱势。例如，尽管周三EIA库存超预期骤降710万桶，但仍未推动油价大幅上行。截至发稿，美国WTI原油期货主力合约仍在90美元关口反复博弈，较6月份高点累计下跌超26%；COMEX黄金主力在12日反弹至1820美元/盎司上方后再次转向，跌至不足1750美元/盎司。</p><p>不少市场分析人士警告称，随着主要经济体继续收紧货币政策，下半年全球大宗商品价格受不确定因素影响可能加大震荡，全球大宗商品市场牛市或宣告终结。</p><p>然而，<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>等一众华尔街人士却丝毫没有动摇对商品市场后市的信心。他们认为，当下可能仍处在本轮大宗商品超级周期中的“中场休息”，新一波牛市行情或在年底爆发。</p><p>高盛：补库需求或推升商品价格</p><p>华尔街见闻提及，大宗商品“旗手”高盛在8月11日的一份研究报告中称，标普GSCI大宗商品指数年底前将上涨23.4%。</p><p>高盛大宗商品研究全球主管Jeff Currie表示，“非理性预期导致了不可持续的价格”：</p><blockquote>“如今，大宗商品市场似乎存在非理性预期，价格和库存同时下降，需求超过预期，供应不及预期。”</blockquote><p>进一步，Currie指出，如果这种说法被证明是错误的，而且这种供应过剩未能成为现实，那么补充库存的热潮将推动商品稀缺，并在秋季大幅推高价格。这可能迫使央行更积极地收紧货币政策，并造成更持久的经济收缩。</p><p>Currie在研报中称：</p><blockquote>“如今，股市和大宗商品市场向投资者发出的信号是，需求更加持久，大宗商品价格上涨，而利率和通胀曲线则暗示经济即将放缓和走软。在我们看到真正的大宗商品基本面软化之前，我们仍然相信前者，而不是后者。”</blockquote><p>瑞银：大宗商品供给担忧或“卷土重来”</p><p>8月15日，瑞银财富管理投资总监办公室（CIO）发表报告表示，该机构认为大宗商品处于超卖状态，虽然仍有长期风险，但中短期有望获得收益。</p><p>瑞银全球财富管理首席投资官Mark Haefele及其团队认为，全球经济增长前景恶化、美元走强是当下主导大宗商品价格走向的影响因素。尽管大宗商品价格可能在全球经济陷入深度衰退的情况下进一步下跌，但目前来看“软着陆”和经济明显放缓的可能性一样大。该团队还预计，未来中国对大宗商品的需求将出现反弹。</p><p>供应方面，该团队表示，大宗商品市场的过度悲观预测并没有充分考虑到供应方面的动态。总体而言，大宗商品供应会受到限制，由于多年的投资不足、多个行业的官方库存都很低，以及天气和地缘政治因素，“我们看到了积极的需求趋势”。</p><p>该团队还表示，对供应短缺的担忧可能卷土重来。工业金属和钢铁作为新大宗商品周期的核心和脱碳化过程中的必要原料，或将有力助推商品价格复苏：</p><blockquote>“虽然这种说法并不新鲜，但我们认为，世界仍没有准备好应对与向清洁能源转型相关的需求激增。尽管价格上涨，但十年来的低回报率以及对环境、社会和治理（ESG）的担忧，已经限制了对铜等关键金属未来供应增长的投资。”</blockquote><p>该团队预计，未来6-12个月，广泛大宗商品指数有望取得15%-20%的回报率。</p><p>Variant Perception：大宗商品交易流动性不足，加剧逼空可能性</p><p>投资研究公司 Variant Perception 的观点认为，当下正处在商品超级周期的“间歇”，2022年下半年大宗商品走势整体会呈现“大幅波动、小幅指向偏差”。该机构认为，当下大宗商品价格走势与将04年第四季度、06年下半年的走势较为类似。</p><p><img src=\"https://static.tigerbbs.com/20f093a49dd6c14cf530fffc2edb9d31\" tg-width=\"1024\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/></p><p>该机构还表示，大宗商品期货交易流动性不足，也将放大逼空反弹的可能性，正如大宗商品交易机构托克首席执行官Jeremy Weir所言：</p><blockquote>“大宗商品期货市场缺乏深度，似乎将继续是该行业面临的一个挑战，因为所有参与者都减少了对衍生品的交易，进而对大宗商品实物交易的能力构成压力。”</blockquote><p>民生证券：周期的重定价之路已正式开启</p><p>民生策略分析师牟一凌认为，全球市场提前交易了“衰退=通胀下行”，背后隐含的假设是只要通过紧缩的货币政策将需求曲线重新左移，就可以实现价格水平的回落，从“滞胀”中逃离，进入衰退后的宽松。不过，由于绿色通胀和人口逆转都在发生作用，长周期变化正在与短经济周期形成角力，目前通胀正在呈现粘性。</p><p>牟一凌表示：</p><blockquote>“在充分定价了短期需求下行后，长期通胀的问题将驱动市场定价的重新修正。”</blockquote><p>进一步，牟一凌称，考虑到海外的衰退交易正在告一段落，通胀粘性正在被重新定价，而国内的限电冲击也将催化本就亟待被重估的传统能源的产能价值，结合当下老能源正成为全球交易的关注点，动力煤、油气和电力，以及工业金属（铝、铜）在需求预期修复中的弹性不应该被忽视。</p></body></html>","source":"highlight_wallstreetcn","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>牛市未尽！大宗商品新一波“火热”行情即将启动？</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牛市未尽！大宗商品新一波“火热”行情即将启动？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 20:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3668341><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>经济衰退“对垒”供应短缺，谁将主导商品市场未来走势？今年以来，全球大宗商品价格跌宕起伏。开春，受供给侧制约推动，大宗商品涨势如虹，棉花、铜、石油、铁矿石、铝等期货价格不断创出新高。入夏，在强美元、弱经济预期等不利因素的冲击下，商品市场分化明显，不少主力品种出现了深度回调。进入8月，大宗商品价格虽有反弹，但仍处于弱势。例如，尽管周三EIA库存超预期骤降710万桶，但仍未推动油价大幅上行。截至发稿，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3668341\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"GS":"高盛"},"source_url":"https://wallstreetcn.com/articles/3668341","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2261544041","content_text":"经济衰退“对垒”供应短缺，谁将主导商品市场未来走势？今年以来，全球大宗商品价格跌宕起伏。开春，受供给侧制约推动，大宗商品涨势如虹，棉花、铜、石油、铁矿石、铝等期货价格不断创出新高。入夏，在强美元、弱经济预期等不利因素的冲击下，商品市场分化明显，不少主力品种出现了深度回调。进入8月，大宗商品价格虽有反弹，但仍处于弱势。例如，尽管周三EIA库存超预期骤降710万桶，但仍未推动油价大幅上行。截至发稿，美国WTI原油期货主力合约仍在90美元关口反复博弈，较6月份高点累计下跌超26%；COMEX黄金主力在12日反弹至1820美元/盎司上方后再次转向，跌至不足1750美元/盎司。不少市场分析人士警告称，随着主要经济体继续收紧货币政策，下半年全球大宗商品价格受不确定因素影响可能加大震荡，全球大宗商品市场牛市或宣告终结。然而，高盛、瑞银等一众华尔街人士却丝毫没有动摇对商品市场后市的信心。他们认为，当下可能仍处在本轮大宗商品超级周期中的“中场休息”，新一波牛市行情或在年底爆发。高盛：补库需求或推升商品价格华尔街见闻提及，大宗商品“旗手”高盛在8月11日的一份研究报告中称，标普GSCI大宗商品指数年底前将上涨23.4%。高盛大宗商品研究全球主管Jeff Currie表示，“非理性预期导致了不可持续的价格”：“如今，大宗商品市场似乎存在非理性预期，价格和库存同时下降，需求超过预期，供应不及预期。”进一步，Currie指出，如果这种说法被证明是错误的，而且这种供应过剩未能成为现实，那么补充库存的热潮将推动商品稀缺，并在秋季大幅推高价格。这可能迫使央行更积极地收紧货币政策，并造成更持久的经济收缩。Currie在研报中称：“如今，股市和大宗商品市场向投资者发出的信号是，需求更加持久，大宗商品价格上涨，而利率和通胀曲线则暗示经济即将放缓和走软。在我们看到真正的大宗商品基本面软化之前，我们仍然相信前者，而不是后者。”瑞银：大宗商品供给担忧或“卷土重来”8月15日，瑞银财富管理投资总监办公室（CIO）发表报告表示，该机构认为大宗商品处于超卖状态，虽然仍有长期风险，但中短期有望获得收益。瑞银全球财富管理首席投资官Mark Haefele及其团队认为，全球经济增长前景恶化、美元走强是当下主导大宗商品价格走向的影响因素。尽管大宗商品价格可能在全球经济陷入深度衰退的情况下进一步下跌，但目前来看“软着陆”和经济明显放缓的可能性一样大。该团队还预计，未来中国对大宗商品的需求将出现反弹。供应方面，该团队表示，大宗商品市场的过度悲观预测并没有充分考虑到供应方面的动态。总体而言，大宗商品供应会受到限制，由于多年的投资不足、多个行业的官方库存都很低，以及天气和地缘政治因素，“我们看到了积极的需求趋势”。该团队还表示，对供应短缺的担忧可能卷土重来。工业金属和钢铁作为新大宗商品周期的核心和脱碳化过程中的必要原料，或将有力助推商品价格复苏：“虽然这种说法并不新鲜，但我们认为，世界仍没有准备好应对与向清洁能源转型相关的需求激增。尽管价格上涨，但十年来的低回报率以及对环境、社会和治理（ESG）的担忧，已经限制了对铜等关键金属未来供应增长的投资。”该团队预计，未来6-12个月，广泛大宗商品指数有望取得15%-20%的回报率。Variant Perception：大宗商品交易流动性不足，加剧逼空可能性投资研究公司 Variant Perception 的观点认为，当下正处在商品超级周期的“间歇”，2022年下半年大宗商品走势整体会呈现“大幅波动、小幅指向偏差”。该机构认为，当下大宗商品价格走势与将04年第四季度、06年下半年的走势较为类似。该机构还表示，大宗商品期货交易流动性不足，也将放大逼空反弹的可能性，正如大宗商品交易机构托克首席执行官Jeremy Weir所言：“大宗商品期货市场缺乏深度，似乎将继续是该行业面临的一个挑战，因为所有参与者都减少了对衍生品的交易，进而对大宗商品实物交易的能力构成压力。”民生证券：周期的重定价之路已正式开启民生策略分析师牟一凌认为，全球市场提前交易了“衰退=通胀下行”，背后隐含的假设是只要通过紧缩的货币政策将需求曲线重新左移，就可以实现价格水平的回落，从“滞胀”中逃离，进入衰退后的宽松。不过，由于绿色通胀和人口逆转都在发生作用，长周期变化正在与短经济周期形成角力，目前通胀正在呈现粘性。牟一凌表示：“在充分定价了短期需求下行后，长期通胀的问题将驱动市场定价的重新修正。”进一步，牟一凌称，考虑到海外的衰退交易正在告一段落，通胀粘性正在被重新定价，而国内的限电冲击也将催化本就亟待被重估的传统能源的产能价值，结合当下老能源正成为全球交易的关注点，动力煤、油气和电力，以及工业金属（铝、铜）在需求预期修复中的弹性不应该被忽视。","news_type":1},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991918394,"gmtCreate":1660775194520,"gmtModify":1676536394155,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991918394","repostId":"2259071947","repostType":2,"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993044006,"gmtCreate":1660609777007,"gmtModify":1676536363853,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993044006","repostId":"1156794514","repostType":4,"repost":{"id":"1156794514","pubTimestamp":1660605786,"share":"https://www.laohu8.com/m/news/1156794514?lang=&edition=full","pubTime":"2022-08-16 07:23","market":"us","language":"zh","title":"高盛二季度增持阿里和美债ETF，减持苹果、谷歌及Meta","url":"https://stock-news.laohu8.com/highlight/detail?id=1156794514","media":"华尔街见闻","summary":"二季度，高盛重仓股票或基金包括SPDR标普500 ETF信托、苹果、微软、iShares安硕罗素2000 ETF、以及亚马逊；新建仓多只美债ETF；在增持的股票或基金中，幅度最大的是一只美债ETF，增","content":"<html><head></head><body><blockquote>二季度，<a href=\"https://laohu8.com/S/GS\">高盛</a>重仓股票或基金包括SPDR<a href=\"https://laohu8.com/S/CSPX.UK\">标普500 ETF</a>信托、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/EEME\">iShares</a>安硕罗素2000 ETF、以及<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>；新建仓多只美债ETF；在增持的股票或基金中，幅度最大的是一只美债ETF，增长幅度达1953%。</blockquote><p>8月15日周一，高盛递交的13F报告显示，高盛二季度增持<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>ADR、必需消费品精选行业SPDR基金、<a href=\"https://laohu8.com/S/EGRW\">iShares</a>安硕MSCI新兴市场ETF、Pinterest等2337只股票或基金。减持苹果、景顺QQQ信托系列1、<a href=\"https://laohu8.com/S/EMDI\">iShares</a>安硕罗素2000 ETF、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>、Meta、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>等2229只股票或ETF。重仓股票或基金包括SPDR标普500 ETF信托、苹果、微软、<a href=\"https://laohu8.com/S/EMEY\">iShares</a>安硕罗素2000 ETF、以及亚马逊。</p><p><b>281个新建仓股票或基金中，规模最大的是IShares美国国债ETF，增持621万份额，价值1.483亿美元；增持IShares美国国债浮动利率债券ETF 112万份额，价值5650万美元；增持SPDR MarketAxess投资级400公司债券ETF 25万份额，价值2470万美元；增持IShares 10-20年期国债ETF 109927份额，价值1320万美元；增持SPDR Portfolio Mortgage Backed Bond ETF 575746份额，价值1320万美元。</b></p><p>二季度，高盛清仓的重要股票包括地理定位运营商NextNav的股票896万股，价值6710万美元；体育公司Sportradar198万股，价值3290万美元。</p><p>二季度高盛增持2337只基金或股票，其中包括美国制药公司<a href=\"https://laohu8.com/S/AMGN\">安进</a>，增持174%至702万股，价值17.1亿美元，占该公司流通股的1.3%；增持Privia Health Group 83%至 5130万股，价值14.9亿美元，占流通股的47%；<b>大幅增持SPDR彭博1-3个月美国国债ETF 485万份额，增长 1953%至510万份额，价值4.663亿美元</b>；增持<a href=\"https://laohu8.com/S/UNH\">联合健康</a>保险19%至487万股，价值25亿美元；增持阿里巴巴 ADR 12%至2530万股，价值28.8亿美元。此外，二季度高盛还增持了消费必需品精选行业SPDR基金、AutoZone Inc.、默克公司、IShares MSCI新兴市场ETF、Pinterest A类股等。</p><p>二季度高盛减持的股票或基金达2229只。其中包括苹果，减持490920股至7530万股，价值103亿美元；减持景顺QQQ信托系列1基金320万份额至1160 万，价值32.5亿美元；减持IShares罗素2000 ETF 318万份额至2970万只，价值50.3亿美元；减持<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet的A类股160万股至4040万股，价值44亿美元；减持<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>的A类股127万股至957万，价值15.4亿美元，此外还减持了奈飞等股票或基金。</p><p>重仓股中，位列第一的是SPDR S&amp;P 500 ETF Trust基金，价值201亿美元；苹果公司，价值103亿美元；微软公司，增持增长488万股，价值103亿美元；IShares罗素2000 ETF，价值50.3亿美元；和亚马逊，价值48.2亿美元。</p></body></html>","source":"highlight_wallstreetcn","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>高盛二季度增持阿里和美债ETF，减持苹果、谷歌及Meta</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高盛二季度增持阿里和美债ETF，减持苹果、谷歌及Meta\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 07:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3667764><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>二季度，高盛重仓股票或基金包括SPDR标普500 ETF信托、苹果、微软、iShares安硕罗素2000 ETF、以及亚马逊；新建仓多只美债ETF；在增持的股票或基金中，幅度最大的是一只美债ETF，增长幅度达1953%。8月15日周一，高盛递交的13F报告显示，高盛二季度增持阿里巴巴ADR、必需消费品精选行业SPDR基金、iShares安硕MSCI新兴市场ETF、Pinterest等2337只股票...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3667764\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8e87285f5f61644eaba65898e6ccf2bf","relate_stocks":{"GOOG":"谷歌","AAPL":"苹果","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","GOOGL":"谷歌A","BK4553":"喜马拉雅资本持仓","BK4514":"搜索引擎","BK4170":"电脑硬件、储存设备及电脑周边","BK4127":"投资银行业与经纪业","BK4507":"流媒体概念","IEI":"iShares Barclays 3-7 Year Trea","BND":"债券指数ETF-Vanguard美国","GS":"高盛"},"source_url":"https://wallstreetcn.com/articles/3667764","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1156794514","content_text":"二季度，高盛重仓股票或基金包括SPDR标普500 ETF信托、苹果、微软、iShares安硕罗素2000 ETF、以及亚马逊；新建仓多只美债ETF；在增持的股票或基金中，幅度最大的是一只美债ETF，增长幅度达1953%。8月15日周一，高盛递交的13F报告显示，高盛二季度增持阿里巴巴ADR、必需消费品精选行业SPDR基金、iShares安硕MSCI新兴市场ETF、Pinterest等2337只股票或基金。减持苹果、景顺QQQ信托系列1、iShares安硕罗素2000 ETF、谷歌A、Meta、奈飞等2229只股票或ETF。重仓股票或基金包括SPDR标普500 ETF信托、苹果、微软、iShares安硕罗素2000 ETF、以及亚马逊。281个新建仓股票或基金中，规模最大的是IShares美国国债ETF，增持621万份额，价值1.483亿美元；增持IShares美国国债浮动利率债券ETF 112万份额，价值5650万美元；增持SPDR MarketAxess投资级400公司债券ETF 25万份额，价值2470万美元；增持IShares 10-20年期国债ETF 109927份额，价值1320万美元；增持SPDR Portfolio Mortgage Backed Bond ETF 575746份额，价值1320万美元。二季度，高盛清仓的重要股票包括地理定位运营商NextNav的股票896万股，价值6710万美元；体育公司Sportradar198万股，价值3290万美元。二季度高盛增持2337只基金或股票，其中包括美国制药公司安进，增持174%至702万股，价值17.1亿美元，占该公司流通股的1.3%；增持Privia Health Group 83%至 5130万股，价值14.9亿美元，占流通股的47%；大幅增持SPDR彭博1-3个月美国国债ETF 485万份额，增长 1953%至510万份额，价值4.663亿美元；增持联合健康保险19%至487万股，价值25亿美元；增持阿里巴巴 ADR 12%至2530万股，价值28.8亿美元。此外，二季度高盛还增持了消费必需品精选行业SPDR基金、AutoZone Inc.、默克公司、IShares MSCI新兴市场ETF、Pinterest A类股等。二季度高盛减持的股票或基金达2229只。其中包括苹果，减持490920股至7530万股，价值103亿美元；减持景顺QQQ信托系列1基金320万份额至1160 万，价值32.5亿美元；减持IShares罗素2000 ETF 318万份额至2970万只，价值50.3亿美元；减持谷歌母公司Alphabet的A类股160万股至4040万股，价值44亿美元；减持Meta Platforms的A类股127万股至957万，价值15.4亿美元，此外还减持了奈飞等股票或基金。重仓股中，位列第一的是SPDR S&P 500 ETF Trust基金，价值201亿美元；苹果公司，价值103亿美元；微软公司，增持增长488万股，价值103亿美元；IShares罗素2000 ETF，价值50.3亿美元；和亚马逊，价值48.2亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993045539,"gmtCreate":1660609761123,"gmtModify":1676536363845,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993045539","repostId":"1129383304","repostType":4,"repost":{"id":"1129383304","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1660607991,"share":"https://www.laohu8.com/m/news/1129383304?lang=&edition=full","pubTime":"2022-08-16 07:59","market":"hk","language":"zh","title":"昨夜今晨 | 高瓴HHLR抄底阿里拼多多！美油跌破90美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1129383304","media":"老虎资讯综合","summary":"摘要：①隔夜美股收高，纳指涨0.62%；②美油跌破90美元大关，创一周新低；③高瓴HHLR“抄底”阿里拼多多，加仓新能源；④“大空头”原型出手，几乎将所持股票抛光。海外市场1、周线“四连阳”节奏延续美","content":"<html><head></head><body><blockquote>摘要：①隔夜美股收高，纳指涨0.62%；②美油跌破90美元大关，创一周新低；③高瓴HHLR“抄底”阿里<a href=\"https://laohu8.com/S/PDD\">拼多多</a>，加仓新能源；④“大空头”原型出手，几乎将所持股票抛光。</blockquote><p>海外市场</p><p>1、周线“四连阳”节奏延续美股集体收涨纳指涨0.62%</p><p>美股周一小幅收高。市场继续关注全球经济衰退风险，并等待美国零售巨头财报以及7月零售销售数据。截至收盘，道琼斯指数涨0.45%，纳斯达克综合指数涨0.62%，标普500指数涨0.40%。大型科技股延续上涨步伐，其中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.63%、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨3.10%、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.26%、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>涨0.33%、<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨0.53%。</p><p>2、热门中概股多数上涨 智富融资涨超115%</p><p>热门中概股多数收涨，纳斯达克中国金龙指数涨0.78%，智富融资涨超115%，<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>涨近9%，<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>涨近5%，拼多多涨超4%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超3%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超3%。</p><p>3、欧股收盘普涨德国DAX30指数涨0.15%</p><p>欧股周一收盘普涨，德国DAX指数涨0.15%，法国CAC40指数涨0.25%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.15%，欧洲斯托克50指数涨0.3%。</p><p>4、美国WTI原油期货收跌2.9%跌破90美元 创一周新低</p><p>纽约商品交易所9月交割的西德州中质原油（WTI）期货价格收跌2.68美元，跌幅为2.91%，报收于89.41美元。全球经济衰退的风险令原油需求前景受到压力，而沙特增加产量的可能性，以及伊朗可能重新向全球市场供应原油的潜在可能，均令原油价格承压。</p><p>5、纽约黄金期货周一收盘跌破1800美元关口 创一周新低</p><p>纽约商品交易所12月交割的黄金期货价格周一下跌17.40美元，跌幅为1%，收于每盎司1798.10美元。按照最活跃合约计算，周一黄金期货价格创8月5日以来的最低收盘价。</p><p>国际宏观</p><p>1、中国美债持仓六月减少130亿美元 为连续第七个月下降</p><p>当地时间周一，美国财政部发布截至今年6月的国际资本流动报告，数据显示中国的美债持仓延续此前的减持节奏。根据最新数据，中国的美债持仓在今年6月下降至9678亿美元，环比下降130亿美元，为连续第七个月下降。而在今年5月，中国的美债持仓自2010年5月以来首度跌破万亿美元关口。</p><p>2、美联储7月份会议纪要即将公布 9月份加息50个基点可能性较大</p><p>美联储预计于北京时间8月18日公布7月份货币政策会议纪要。市场也希望能够在其中找到政策风向线索，一窥9月份的加息路径。</p><p>2022年以来，为遏制美国高企的通胀，美联储已经连续4次加息，6月份至7月份连续2次加息75个基点，累计达150个基点，创1980年以来最大幅度。从当前经济指标来看，9月份缩减加息幅度至50个基点的概率稍大。</p><p>3、比美联储更乐观！市场已经开始押注通胀见顶了</p><p>衍生品市场的普遍押注预测，未来12个月美国通胀率将降至3.3%左右，这和去年8月时的预测相当。但有分析认为，投资者正在犯和去年同样的错误，时间将证明一切。</p><p>和美联储相比，当前一些投资者对通胀的态度更为乐观。上周公布的美国通胀数据有所缓和，这些数据令一些投资者感到安慰，他们进一步倾向于押注通胀正在达到顶峰。</p><p>4、全球电子商务收入或将首次出现萎缩</p><p>媒体数字市场展望最新预测下调了2022年全球电子商务收入预估。受供应链问题和通胀影响，全球电子商务收入预计将在2022年同比首次萎缩，较2021年下降2.5%。全球电子商务行业在最终重回正轨之前需要克服普遍预期的全球经济衰退和随之而来的失业率上升这两个重大障碍。</p><p>5、美国住宅建筑商信心指数创2007年楼市崩盘以来最长连降</p><p>一项衡量美国住宅建筑商信心的指标连续第八个月下滑，创下2007年住房市场崩盘以来的最长连降。</p><p>根据全国住宅建筑商协会（NAHB）/<a href=\"https://laohu8.com/S/WFC\">富国银行</a>周一公布的数据，美国8月份住宅建筑商信心指数下降6点至49，比调查的经济学家中最悲观预期还低，自2020年5月以来首次跌破50这一荣枯分水岭。</p><p>俄乌局势</p><p>1、俄称乌军炮击扎波罗热核电站附近地区致平民死亡 乌方否认</p><p>据俄国防部当地时间14日通报，过去24小时内，俄军打击了多个乌军指挥点，并完全控制了哈尔科夫地区的乌德定居点。分别位于顿涅茨克地区和赫尔松地区的两个乌军机械化旅也遭到俄空天军打击。</p><p>据俄罗斯媒体报道，当地时间14日，扎波罗热地区的埃涅尔戈达尔市遭乌军两次炮击，造成1名平民死亡，扎波罗热核电站附近的草地也因炮击起火。乌方当地官员否认了俄方说法，称当天是俄军开火造成人员伤亡。</p><p>2、乌称在顿涅茨克地区多次击退俄军攻势</p><p>据路透社15日援引乌武装部队总参谋部的消息报道，俄军对顿涅茨克地区东部的几个城镇发动了猛烈炮击并试图推进，乌军击退了数次攻势，赫尔松地区也遭到了俄军炮击。此外，乌军当地时间14日打击了赫尔松地区的安东诺夫斯基大桥以确保该设施无法通行。</p><p>3、一艘运往非洲的人道主义粮食运输船将从乌克兰港口启程</p><p>据路透社14日援引一名联合国官员的说法报道，未来几天内，一艘由联合国租用、载有2.3万多吨小麦的运粮船将从乌克兰皮夫登尼(尤日内)港起航，驶向非洲国家埃塞俄比亚。报道称，这将是自俄乌冲突爆发以来，在黑海港口<a href=\"https://laohu8.com/S/000061\">农产品</a>外运协议下，第一批运往非洲的人道主义粮食援助货物。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2259024061\" target=\"_blank\">高瓴HHLR二季度持续看好中国资产：“抄底”阿里拼多多加仓新能源</a></p><p>北京时间8月16日，美国证券交易委员会（SEC）网站显示，高瓴旗下HHLR Advisors公布了反映最新美股持仓数据的13F表格。</p><p>截至二季度末，HHLR在美股市场持有64只股票，总市值规模为47亿美元，与上季度基本持平。其中，HHLR在二季度继续加大了对中国资产的集中配置、重仓投资，不但进一步增持部分重仓中概股，还重新建仓买入了两家中概电商巨头<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>和拼多多。</p><p>2、<a href=\"https://laohu8.com/NW/1143140803\" target=\"_blank\">二季度伯克希尔大举加仓西方石油，增持苹果、清仓Verizon</a></p><p>周一盘后，股神巴菲特执掌的伯克希尔压轴披露13F表，除了增持苹果、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>、西方石油等外界已经知晓的操作，股神在二季度还清仓了通讯运营商<a href=\"https://laohu8.com/S/VZ\">威瑞森</a>和药品特许投资商Royalty Pharma，同时Ally金融受到格外亲睐，增仓比例达到234%。</p><p>3、<a href=\"https://laohu8.com/NW/1156794514\" target=\"_blank\">高盛二季度增持阿里和美债ETF，减持苹果、谷歌及Meta</a></p><p>8月15日周一，高盛递交的13F报告显示，高盛二季度增持<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>ADR、必需消费品精选行业SPDR基金、<a href=\"https://laohu8.com/S/EGRW\">iShares</a>安硕MSCI新兴市场ETF、Pinterest等2337只股票或基金。减持苹果、景顺QQQ信托系列1、<a href=\"https://laohu8.com/S/EMDI\">iShares</a>安硕罗素2000 ETF、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>、Meta、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>等2229只股票或ETF。重仓股票或基金包括SPDR<a href=\"https://laohu8.com/S/CSPX.UK\">标普500 ETF</a>信托、苹果、微软、<a href=\"https://laohu8.com/S/EMEY\">iShares</a>安硕罗素2000 ETF、以及亚马逊。</p><p>4、元宇宙概念股Unity回绝竞品并购提案</p><p>2D和3D游戏引擎开发商Unity周一宣布，已经拒绝了竞争对手AppLovin提出的纯股票合并提案，并将推进广告技术平台IronSource价值44亿美元的收购案。Unity同时宣布，在收购完成后将展开价值25亿美元的回购，同时股东银湖资本和红杉资本已经同意在交易完成后认购公司10亿美元可转债。截至收盘，Unity周一收跌7.13%，AppLovin跌7.63%。</p><p>5、<a href=\"https://laohu8.com/NW/2259035026\" target=\"_blank\">“大空头”几乎抛空所有美股持仓 仅留一只监狱概念股</a></p><p>根据“大空头原型”迈克尔·贝瑞旗下基金披露的13F表，他在今年二季度末抛掉了此前持有的所有11只个股，包括Alphabet、Meta平台等，仅仅建仓跨国私人监狱和精神卫生设施运营商GEO集团。受此消息影响，GEO集团周一收涨10.63%。</p><p>6、<a href=\"https://laohu8.com/NW/2259571028\" target=\"_blank\">苹果公司据传将扩大自营广告投放范围</a></p><p>据媒体周一报道，苹果公司正把广告业务视为经济衰退环境下的增长抓手，苹果地图、图书和播客应用都有可能是拓展营收的方向，而流媒体业务TV+也有可能效仿<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>等同行推出广告分层订阅。</p><p>7、<a href=\"https://laohu8.com/NW/1141036610\" target=\"_blank\">对冲基金买入近10亿美元迪士尼股票并施压管理层</a></p><p>对冲基金三点管理周一披露持有近10亿美元的迪士尼股票，并宣布将推动公司展开一系列转型，例如剥离体育频道ESPN、回购股票和增加新的董事会成员等。需要说明的是，三点管理今年早些时候曾因加息担忧抛出过公司股票。</p><p>8、消息称<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>与派拉蒙达成合作协议</p><p>据媒体援引知情人士报道，零售巨头沃尔玛已经与派拉蒙公司达成协议，将向超市的订阅会员提供派拉蒙+流媒体服务，这也被视为其与亚马逊竞争的最新赛道。据悉，派拉蒙将向沃尔玛会员提供附带广告的流媒体服务，官网售价为4.99美元/月。根据日程，沃尔玛将在周二盘前发布最新财报。</p><p>9、FTC诉Meta平台VR领域收购案将于12月开庭</p><p>加州地区地方法院周一裁定，美国联邦贸易委员会阻止Meta平台收购VR软件开发商Within Unlimited的听证会将在12月20日开始，连续七天。这一起案件颇为特殊的是，Meta在过去十年里收购了上百家公司，而Within Unlimited只是VR产业中一家市值很小的公司，一般来说此类收购并不会遭到联邦政府的反对。</p><p>9、<a href=\"https://laohu8.com/NW/2259775049\" target=\"_blank\">大砍王牌业务！传富国银行拟缩减抵押贷款业务</a></p><p>据报道，富国银行正计划大幅缩减其抵押贷款业务的规模，该行新管理层不再承诺继续盘踞美国按揭贷款市场的第一把交椅，并准备从该领域撤退，撤退战略可能会从该行与外部抵押贷款公司的业务联系开始。</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>昨夜今晨 | 高瓴HHLR抄底阿里拼多多！美油跌破90美元</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; 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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昨夜今晨 | 高瓴HHLR抄底阿里拼多多！美油跌破90美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-08-16 07:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要：①隔夜美股收高，纳指涨0.62%；②美油跌破90美元大关，创一周新低；③高瓴HHLR“抄底”阿里<a href=\"https://laohu8.com/S/PDD\">拼多多</a>，加仓新能源；④“大空头”原型出手，几乎将所持股票抛光。</blockquote><p>海外市场</p><p>1、周线“四连阳”节奏延续美股集体收涨纳指涨0.62%</p><p>美股周一小幅收高。市场继续关注全球经济衰退风险，并等待美国零售巨头财报以及7月零售销售数据。截至收盘，道琼斯指数涨0.45%，纳斯达克综合指数涨0.62%，标普500指数涨0.40%。大型科技股延续上涨步伐，其中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.63%、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨3.10%、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.26%、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>涨0.33%、<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨0.53%。</p><p>2、热门中概股多数上涨 智富融资涨超115%</p><p>热门中概股多数收涨，纳斯达克中国金龙指数涨0.78%，智富融资涨超115%，<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>涨近9%，<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>涨近5%，拼多多涨超4%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超3%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超3%。</p><p>3、欧股收盘普涨德国DAX30指数涨0.15%</p><p>欧股周一收盘普涨，德国DAX指数涨0.15%，法国CAC40指数涨0.25%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.15%，欧洲斯托克50指数涨0.3%。</p><p>4、美国WTI原油期货收跌2.9%跌破90美元 创一周新低</p><p>纽约商品交易所9月交割的西德州中质原油（WTI）期货价格收跌2.68美元，跌幅为2.91%，报收于89.41美元。全球经济衰退的风险令原油需求前景受到压力，而沙特增加产量的可能性，以及伊朗可能重新向全球市场供应原油的潜在可能，均令原油价格承压。</p><p>5、纽约黄金期货周一收盘跌破1800美元关口 创一周新低</p><p>纽约商品交易所12月交割的黄金期货价格周一下跌17.40美元，跌幅为1%，收于每盎司1798.10美元。按照最活跃合约计算，周一黄金期货价格创8月5日以来的最低收盘价。</p><p>国际宏观</p><p>1、中国美债持仓六月减少130亿美元 为连续第七个月下降</p><p>当地时间周一，美国财政部发布截至今年6月的国际资本流动报告，数据显示中国的美债持仓延续此前的减持节奏。根据最新数据，中国的美债持仓在今年6月下降至9678亿美元，环比下降130亿美元，为连续第七个月下降。而在今年5月，中国的美债持仓自2010年5月以来首度跌破万亿美元关口。</p><p>2、美联储7月份会议纪要即将公布 9月份加息50个基点可能性较大</p><p>美联储预计于北京时间8月18日公布7月份货币政策会议纪要。市场也希望能够在其中找到政策风向线索，一窥9月份的加息路径。</p><p>2022年以来，为遏制美国高企的通胀，美联储已经连续4次加息，6月份至7月份连续2次加息75个基点，累计达150个基点，创1980年以来最大幅度。从当前经济指标来看，9月份缩减加息幅度至50个基点的概率稍大。</p><p>3、比美联储更乐观！市场已经开始押注通胀见顶了</p><p>衍生品市场的普遍押注预测，未来12个月美国通胀率将降至3.3%左右，这和去年8月时的预测相当。但有分析认为，投资者正在犯和去年同样的错误，时间将证明一切。</p><p>和美联储相比，当前一些投资者对通胀的态度更为乐观。上周公布的美国通胀数据有所缓和，这些数据令一些投资者感到安慰，他们进一步倾向于押注通胀正在达到顶峰。</p><p>4、全球电子商务收入或将首次出现萎缩</p><p>媒体数字市场展望最新预测下调了2022年全球电子商务收入预估。受供应链问题和通胀影响，全球电子商务收入预计将在2022年同比首次萎缩，较2021年下降2.5%。全球电子商务行业在最终重回正轨之前需要克服普遍预期的全球经济衰退和随之而来的失业率上升这两个重大障碍。</p><p>5、美国住宅建筑商信心指数创2007年楼市崩盘以来最长连降</p><p>一项衡量美国住宅建筑商信心的指标连续第八个月下滑，创下2007年住房市场崩盘以来的最长连降。</p><p>根据全国住宅建筑商协会（NAHB）/<a href=\"https://laohu8.com/S/WFC\">富国银行</a>周一公布的数据，美国8月份住宅建筑商信心指数下降6点至49，比调查的经济学家中最悲观预期还低，自2020年5月以来首次跌破50这一荣枯分水岭。</p><p>俄乌局势</p><p>1、俄称乌军炮击扎波罗热核电站附近地区致平民死亡 乌方否认</p><p>据俄国防部当地时间14日通报，过去24小时内，俄军打击了多个乌军指挥点，并完全控制了哈尔科夫地区的乌德定居点。分别位于顿涅茨克地区和赫尔松地区的两个乌军机械化旅也遭到俄空天军打击。</p><p>据俄罗斯媒体报道，当地时间14日，扎波罗热地区的埃涅尔戈达尔市遭乌军两次炮击，造成1名平民死亡，扎波罗热核电站附近的草地也因炮击起火。乌方当地官员否认了俄方说法，称当天是俄军开火造成人员伤亡。</p><p>2、乌称在顿涅茨克地区多次击退俄军攻势</p><p>据路透社15日援引乌武装部队总参谋部的消息报道，俄军对顿涅茨克地区东部的几个城镇发动了猛烈炮击并试图推进，乌军击退了数次攻势，赫尔松地区也遭到了俄军炮击。此外，乌军当地时间14日打击了赫尔松地区的安东诺夫斯基大桥以确保该设施无法通行。</p><p>3、一艘运往非洲的人道主义粮食运输船将从乌克兰港口启程</p><p>据路透社14日援引一名联合国官员的说法报道，未来几天内，一艘由联合国租用、载有2.3万多吨小麦的运粮船将从乌克兰皮夫登尼(尤日内)港起航，驶向非洲国家埃塞俄比亚。报道称，这将是自俄乌冲突爆发以来，在黑海港口<a href=\"https://laohu8.com/S/000061\">农产品</a>外运协议下，第一批运往非洲的人道主义粮食援助货物。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2259024061\" target=\"_blank\">高瓴HHLR二季度持续看好中国资产：“抄底”阿里拼多多加仓新能源</a></p><p>北京时间8月16日，美国证券交易委员会（SEC）网站显示，高瓴旗下HHLR Advisors公布了反映最新美股持仓数据的13F表格。</p><p>截至二季度末，HHLR在美股市场持有64只股票，总市值规模为47亿美元，与上季度基本持平。其中，HHLR在二季度继续加大了对中国资产的集中配置、重仓投资，不但进一步增持部分重仓中概股，还重新建仓买入了两家中概电商巨头<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>和拼多多。</p><p>2、<a href=\"https://laohu8.com/NW/1143140803\" target=\"_blank\">二季度伯克希尔大举加仓西方石油，增持苹果、清仓Verizon</a></p><p>周一盘后，股神巴菲特执掌的伯克希尔压轴披露13F表，除了增持苹果、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>、西方石油等外界已经知晓的操作，股神在二季度还清仓了通讯运营商<a href=\"https://laohu8.com/S/VZ\">威瑞森</a>和药品特许投资商Royalty Pharma，同时Ally金融受到格外亲睐，增仓比例达到234%。</p><p>3、<a href=\"https://laohu8.com/NW/1156794514\" target=\"_blank\">高盛二季度增持阿里和美债ETF，减持苹果、谷歌及Meta</a></p><p>8月15日周一，高盛递交的13F报告显示，高盛二季度增持<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>ADR、必需消费品精选行业SPDR基金、<a href=\"https://laohu8.com/S/EGRW\">iShares</a>安硕MSCI新兴市场ETF、Pinterest等2337只股票或基金。减持苹果、景顺QQQ信托系列1、<a href=\"https://laohu8.com/S/EMDI\">iShares</a>安硕罗素2000 ETF、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>、Meta、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>等2229只股票或ETF。重仓股票或基金包括SPDR<a href=\"https://laohu8.com/S/CSPX.UK\">标普500 ETF</a>信托、苹果、微软、<a href=\"https://laohu8.com/S/EMEY\">iShares</a>安硕罗素2000 ETF、以及亚马逊。</p><p>4、元宇宙概念股Unity回绝竞品并购提案</p><p>2D和3D游戏引擎开发商Unity周一宣布，已经拒绝了竞争对手AppLovin提出的纯股票合并提案，并将推进广告技术平台IronSource价值44亿美元的收购案。Unity同时宣布，在收购完成后将展开价值25亿美元的回购，同时股东银湖资本和红杉资本已经同意在交易完成后认购公司10亿美元可转债。截至收盘，Unity周一收跌7.13%，AppLovin跌7.63%。</p><p>5、<a href=\"https://laohu8.com/NW/2259035026\" target=\"_blank\">“大空头”几乎抛空所有美股持仓 仅留一只监狱概念股</a></p><p>根据“大空头原型”迈克尔·贝瑞旗下基金披露的13F表，他在今年二季度末抛掉了此前持有的所有11只个股，包括Alphabet、Meta平台等，仅仅建仓跨国私人监狱和精神卫生设施运营商GEO集团。受此消息影响，GEO集团周一收涨10.63%。</p><p>6、<a href=\"https://laohu8.com/NW/2259571028\" target=\"_blank\">苹果公司据传将扩大自营广告投放范围</a></p><p>据媒体周一报道，苹果公司正把广告业务视为经济衰退环境下的增长抓手，苹果地图、图书和播客应用都有可能是拓展营收的方向，而流媒体业务TV+也有可能效仿<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>等同行推出广告分层订阅。</p><p>7、<a href=\"https://laohu8.com/NW/1141036610\" target=\"_blank\">对冲基金买入近10亿美元迪士尼股票并施压管理层</a></p><p>对冲基金三点管理周一披露持有近10亿美元的迪士尼股票，并宣布将推动公司展开一系列转型，例如剥离体育频道ESPN、回购股票和增加新的董事会成员等。需要说明的是，三点管理今年早些时候曾因加息担忧抛出过公司股票。</p><p>8、消息称<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>与派拉蒙达成合作协议</p><p>据媒体援引知情人士报道，零售巨头沃尔玛已经与派拉蒙公司达成协议，将向超市的订阅会员提供派拉蒙+流媒体服务，这也被视为其与亚马逊竞争的最新赛道。据悉，派拉蒙将向沃尔玛会员提供附带广告的流媒体服务，官网售价为4.99美元/月。根据日程，沃尔玛将在周二盘前发布最新财报。</p><p>9、FTC诉Meta平台VR领域收购案将于12月开庭</p><p>加州地区地方法院周一裁定，美国联邦贸易委员会阻止Meta平台收购VR软件开发商Within Unlimited的听证会将在12月20日开始，连续七天。这一起案件颇为特殊的是，Meta在过去十年里收购了上百家公司，而Within Unlimited只是VR产业中一家市值很小的公司，一般来说此类收购并不会遭到联邦政府的反对。</p><p>9、<a href=\"https://laohu8.com/NW/2259775049\" target=\"_blank\">大砍王牌业务！传富国银行拟缩减抵押贷款业务</a></p><p>据报道，富国银行正计划大幅缩减其抵押贷款业务的规模，该行新管理层不再承诺继续盘踞美国按揭贷款市场的第一把交椅，并准备从该领域撤退，撤退战略可能会从该行与外部抵押贷款公司的业务联系开始。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"BK4505":"高瓴资本持仓","DUG":"二倍做空石油与天然气ETF(ProShares)","USO":"美国原油ETF","BK4553":"喜马拉雅资本持仓","SCO":"二倍做空彭博原油指数ETF","BK4526":"热门中概股","BK4504":"桥水持仓",".DJI":"道琼斯","UCO":"二倍做多彭博原油ETF","PDD":"拼多多","BK4503":"景林资产持仓","BK4558":"双十一",".IXIC":"NASDAQ Composite","BK4122":"互联网与直销零售","DWT":"三倍做空原油ETN","BK4570":"地缘局势概念股","BK4531":"中概回港概念",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129383304","content_text":"摘要：①隔夜美股收高，纳指涨0.62%；②美油跌破90美元大关，创一周新低；③高瓴HHLR“抄底”阿里拼多多，加仓新能源；④“大空头”原型出手，几乎将所持股票抛光。海外市场1、周线“四连阳”节奏延续美股集体收涨纳指涨0.62%美股周一小幅收高。市场继续关注全球经济衰退风险，并等待美国零售巨头财报以及7月零售销售数据。截至收盘，道琼斯指数涨0.45%，纳斯达克综合指数涨0.62%，标普500指数涨0.40%。大型科技股延续上涨步伐，其中苹果涨0.63%、特斯拉涨3.10%、亚马逊跌0.26%、谷歌A涨0.33%、微软涨0.53%。2、热门中概股多数上涨 智富融资涨超115%热门中概股多数收涨，纳斯达克中国金龙指数涨0.78%，智富融资涨超115%，斗鱼涨近9%，虎牙涨近5%，拼多多涨超4%，爱奇艺涨超3%，小鹏汽车跌超3%。3、欧股收盘普涨德国DAX30指数涨0.15%欧股周一收盘普涨，德国DAX指数涨0.15%，法国CAC40指数涨0.25%，英国富时100指数涨0.15%，欧洲斯托克50指数涨0.3%。4、美国WTI原油期货收跌2.9%跌破90美元 创一周新低纽约商品交易所9月交割的西德州中质原油（WTI）期货价格收跌2.68美元，跌幅为2.91%，报收于89.41美元。全球经济衰退的风险令原油需求前景受到压力，而沙特增加产量的可能性，以及伊朗可能重新向全球市场供应原油的潜在可能，均令原油价格承压。5、纽约黄金期货周一收盘跌破1800美元关口 创一周新低纽约商品交易所12月交割的黄金期货价格周一下跌17.40美元，跌幅为1%，收于每盎司1798.10美元。按照最活跃合约计算，周一黄金期货价格创8月5日以来的最低收盘价。国际宏观1、中国美债持仓六月减少130亿美元 为连续第七个月下降当地时间周一，美国财政部发布截至今年6月的国际资本流动报告，数据显示中国的美债持仓延续此前的减持节奏。根据最新数据，中国的美债持仓在今年6月下降至9678亿美元，环比下降130亿美元，为连续第七个月下降。而在今年5月，中国的美债持仓自2010年5月以来首度跌破万亿美元关口。2、美联储7月份会议纪要即将公布 9月份加息50个基点可能性较大美联储预计于北京时间8月18日公布7月份货币政策会议纪要。市场也希望能够在其中找到政策风向线索，一窥9月份的加息路径。2022年以来，为遏制美国高企的通胀，美联储已经连续4次加息，6月份至7月份连续2次加息75个基点，累计达150个基点，创1980年以来最大幅度。从当前经济指标来看，9月份缩减加息幅度至50个基点的概率稍大。3、比美联储更乐观！市场已经开始押注通胀见顶了衍生品市场的普遍押注预测，未来12个月美国通胀率将降至3.3%左右，这和去年8月时的预测相当。但有分析认为，投资者正在犯和去年同样的错误，时间将证明一切。和美联储相比，当前一些投资者对通胀的态度更为乐观。上周公布的美国通胀数据有所缓和，这些数据令一些投资者感到安慰，他们进一步倾向于押注通胀正在达到顶峰。4、全球电子商务收入或将首次出现萎缩媒体数字市场展望最新预测下调了2022年全球电子商务收入预估。受供应链问题和通胀影响，全球电子商务收入预计将在2022年同比首次萎缩，较2021年下降2.5%。全球电子商务行业在最终重回正轨之前需要克服普遍预期的全球经济衰退和随之而来的失业率上升这两个重大障碍。5、美国住宅建筑商信心指数创2007年楼市崩盘以来最长连降一项衡量美国住宅建筑商信心的指标连续第八个月下滑，创下2007年住房市场崩盘以来的最长连降。根据全国住宅建筑商协会（NAHB）/富国银行周一公布的数据，美国8月份住宅建筑商信心指数下降6点至49，比调查的经济学家中最悲观预期还低，自2020年5月以来首次跌破50这一荣枯分水岭。俄乌局势1、俄称乌军炮击扎波罗热核电站附近地区致平民死亡 乌方否认据俄国防部当地时间14日通报，过去24小时内，俄军打击了多个乌军指挥点，并完全控制了哈尔科夫地区的乌德定居点。分别位于顿涅茨克地区和赫尔松地区的两个乌军机械化旅也遭到俄空天军打击。据俄罗斯媒体报道，当地时间14日，扎波罗热地区的埃涅尔戈达尔市遭乌军两次炮击，造成1名平民死亡，扎波罗热核电站附近的草地也因炮击起火。乌方当地官员否认了俄方说法，称当天是俄军开火造成人员伤亡。2、乌称在顿涅茨克地区多次击退俄军攻势据路透社15日援引乌武装部队总参谋部的消息报道，俄军对顿涅茨克地区东部的几个城镇发动了猛烈炮击并试图推进，乌军击退了数次攻势，赫尔松地区也遭到了俄军炮击。此外，乌军当地时间14日打击了赫尔松地区的安东诺夫斯基大桥以确保该设施无法通行。3、一艘运往非洲的人道主义粮食运输船将从乌克兰港口启程据路透社14日援引一名联合国官员的说法报道，未来几天内，一艘由联合国租用、载有2.3万多吨小麦的运粮船将从乌克兰皮夫登尼(尤日内)港起航，驶向非洲国家埃塞俄比亚。报道称，这将是自俄乌冲突爆发以来，在黑海港口农产品外运协议下，第一批运往非洲的人道主义粮食援助货物。公司新闻1、高瓴HHLR二季度持续看好中国资产：“抄底”阿里拼多多加仓新能源北京时间8月16日，美国证券交易委员会（SEC）网站显示，高瓴旗下HHLR Advisors公布了反映最新美股持仓数据的13F表格。截至二季度末，HHLR在美股市场持有64只股票，总市值规模为47亿美元，与上季度基本持平。其中，HHLR在二季度继续加大了对中国资产的集中配置、重仓投资，不但进一步增持部分重仓中概股，还重新建仓买入了两家中概电商巨头阿里巴巴和拼多多。2、二季度伯克希尔大举加仓西方石油，增持苹果、清仓Verizon周一盘后，股神巴菲特执掌的伯克希尔压轴披露13F表，除了增持苹果、雪佛龙、西方石油等外界已经知晓的操作，股神在二季度还清仓了通讯运营商威瑞森和药品特许投资商Royalty Pharma，同时Ally金融受到格外亲睐，增仓比例达到234%。3、高盛二季度增持阿里和美债ETF，减持苹果、谷歌及Meta8月15日周一，高盛递交的13F报告显示，高盛二季度增持阿里巴巴ADR、必需消费品精选行业SPDR基金、iShares安硕MSCI新兴市场ETF、Pinterest等2337只股票或基金。减持苹果、景顺QQQ信托系列1、iShares安硕罗素2000 ETF、谷歌A、Meta、奈飞等2229只股票或ETF。重仓股票或基金包括SPDR标普500 ETF信托、苹果、微软、iShares安硕罗素2000 ETF、以及亚马逊。4、元宇宙概念股Unity回绝竞品并购提案2D和3D游戏引擎开发商Unity周一宣布，已经拒绝了竞争对手AppLovin提出的纯股票合并提案，并将推进广告技术平台IronSource价值44亿美元的收购案。Unity同时宣布，在收购完成后将展开价值25亿美元的回购，同时股东银湖资本和红杉资本已经同意在交易完成后认购公司10亿美元可转债。截至收盘，Unity周一收跌7.13%，AppLovin跌7.63%。5、“大空头”几乎抛空所有美股持仓 仅留一只监狱概念股根据“大空头原型”迈克尔·贝瑞旗下基金披露的13F表，他在今年二季度末抛掉了此前持有的所有11只个股，包括Alphabet、Meta平台等，仅仅建仓跨国私人监狱和精神卫生设施运营商GEO集团。受此消息影响，GEO集团周一收涨10.63%。6、苹果公司据传将扩大自营广告投放范围据媒体周一报道，苹果公司正把广告业务视为经济衰退环境下的增长抓手，苹果地图、图书和播客应用都有可能是拓展营收的方向，而流媒体业务TV+也有可能效仿奈飞、迪士尼等同行推出广告分层订阅。7、对冲基金买入近10亿美元迪士尼股票并施压管理层对冲基金三点管理周一披露持有近10亿美元的迪士尼股票，并宣布将推动公司展开一系列转型，例如剥离体育频道ESPN、回购股票和增加新的董事会成员等。需要说明的是，三点管理今年早些时候曾因加息担忧抛出过公司股票。8、消息称沃尔玛与派拉蒙达成合作协议据媒体援引知情人士报道，零售巨头沃尔玛已经与派拉蒙公司达成协议，将向超市的订阅会员提供派拉蒙+流媒体服务，这也被视为其与亚马逊竞争的最新赛道。据悉，派拉蒙将向沃尔玛会员提供附带广告的流媒体服务，官网售价为4.99美元/月。根据日程，沃尔玛将在周二盘前发布最新财报。9、FTC诉Meta平台VR领域收购案将于12月开庭加州地区地方法院周一裁定，美国联邦贸易委员会阻止Meta平台收购VR软件开发商Within Unlimited的听证会将在12月20日开始，连续七天。这一起案件颇为特殊的是，Meta在过去十年里收购了上百家公司，而Within Unlimited只是VR产业中一家市值很小的公司，一般来说此类收购并不会遭到联邦政府的反对。9、大砍王牌业务！传富国银行拟缩减抵押贷款业务据报道，富国银行正计划大幅缩减其抵押贷款业务的规模，该行新管理层不再承诺继续盘踞美国按揭贷款市场的第一把交椅，并准备从该领域撤退，撤退战略可能会从该行与外部抵押贷款公司的业务联系开始。","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999402850,"gmtCreate":1660566086972,"gmtModify":1676534967796,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999402850","repostId":"684424753","repostType":1,"repost":{"id":684424753,"gmtCreate":1660556236376,"gmtModify":1676536737018,"author":{"id":"3573001874292316","authorId":"3573001874292316","name":"猫头鹰车志","avatar":"https://static.tigerbbs.com/347723d246dcc2d138c433e0ee0297f2","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"【今年1-6月廣東報廢新能源汽車回收量同比大增132%】廣東省商務廳8月12日組織召開了“報廢機動車回收拆解行業管理工作視頻會議”。會議指出，今年1～6月，全省回收拆解報廢機動車36萬輛。其中，正常回收報廢機動車（不含相關部門查扣罰沒車輛）19.1萬輛，同比增長37.9%。受各地汽車以舊換新補貼政策影響，正常回收報廢汽車11.5萬輛，同比增長60.9%。報廢新能源汽車回收量同比大幅增長132%。隨着新企業不斷進入和老企業逐步完成升級改造，行業整體水平有了很大提升，行業發展秩序也有了很大改觀。（財聯社）","listText":"【今年1-6月廣東報廢新能源汽車回收量同比大增132%】廣東省商務廳8月12日組織召開了“報廢機動車回收拆解行業管理工作視頻會議”。會議指出，今年1～6月，全省回收拆解報廢機動車36萬輛。其中，正常回收報廢機動車（不含相關部門查扣罰沒車輛）19.1萬輛，同比增長37.9%。受各地汽車以舊換新補貼政策影響，正常回收報廢汽車11.5萬輛，同比增長60.9%。報廢新能源汽車回收量同比大幅增長132%。隨着新企業不斷進入和老企業逐步完成升級改造，行業整體水平有了很大提升，行業發展秩序也有了很大改觀。（財聯社）","text":"【今年1-6月廣東報廢新能源汽車回收量同比大增132%】廣東省商務廳8月12日組織召開了“報廢機動車回收拆解行業管理工作視頻會議”。會議指出，今年1～6月，全省回收拆解報廢機動車36萬輛。其中，正常回收報廢機動車（不含相關部門查扣罰沒車輛）19.1萬輛，同比增長37.9%。受各地汽車以舊換新補貼政策影響，正常回收報廢汽車11.5萬輛，同比增長60.9%。報廢新能源汽車回收量同比大幅增長132%。隨着新企業不斷進入和老企業逐步完成升級改造，行業整體水平有了很大提升，行業發展秩序也有了很大改觀。（財聯社）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/684424753","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":271762413785152,"gmtCreate":1707386176687,"gmtModify":1707386179417,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$微软(MSFT)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/MSFT\">$微软(MSFT)$ </a>&nbsp;","text":"$微软(MSFT)$","images":[{"img":"https://community-static.tradeup.com/news/780c34d89ba82cf3b3d9dab9f1806df5","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/271762413785152","isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9083498385,"gmtCreate":1650153847322,"gmtModify":1676534656176,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/O\">$Realty Income Corp(O)$</a>☺️☺️☺️","listText":"<a href=\"https://ttm.financial/S/O\">$Realty Income Corp(O)$</a>☺️☺️☺️","text":"$Realty Income Corp(O)$☺️☺️☺️","images":[{"img":"https://community-static.tradeup.com/news/4233985d0e45df9d59a41f2b1b9d2e55","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083498385","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9083648912,"gmtCreate":1650115778836,"gmtModify":1676534650192,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/O\">$Realty Income Corp(O)$</a>👍👍👍","listText":"<a href=\"https://ttm.financial/S/O\">$Realty Income Corp(O)$</a>👍👍👍","text":"$Realty Income Corp(O)$👍👍👍","images":[{"img":"https://community-static.tradeup.com/news/4233985d0e45df9d59a41f2b1b9d2e55","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083648912","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9048663136,"gmtCreate":1656205009825,"gmtModify":1676535783603,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048663136","repostId":"2246204202","repostType":2,"repost":{"id":"2246204202","pubTimestamp":1656132843,"share":"https://www.laohu8.com/m/news/2246204202?lang=&edition=full","pubTime":"2022-06-25 12:54","market":"us","language":"en","title":"China Electric-Vehicle Stocks Are All the Rage, Trouncing Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=2246204202","media":"Bloomberg","summary":"(Bloomberg) -- Shares of China’s electric-vehicle makers are trouncing global industry leader Tesla ","content":"<html><head></head><body><p>(Bloomberg) -- Shares of China’s electric-vehicle makers are trouncing global industry leader <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a>, bolstered by Beijing’s consumption incentives and heavy dip-buying from investors.</p><p>American depository receipts of <a href=\"https://laohu8.com/S/NIO\">Nio Inc.</a>, <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a> and <a href=\"https://laohu8.com/S/LI\">Li Auto Inc.</a> have surged at least 64% each over the past month to be among the top gainers in Chinese stocks traded in the US. The sharp rally reflects improving sentiment following a monthslong slump due to worries over high valuation and supply bottlenecks.</p><p>Their gains easily beat Tesla’s 17% advance, with investor jitters over how Elon Musk will fund a potential <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc. deal weighing on the EV giant’s share price.</p><p>China’s EV industry hit a trough during Shanghai’s lockdown -- when not even one car was sold in the city in April and factories were forced to shut down or operate under heavy restrictions. Authorities have since unveiled a slew of stimulus measures to revive the sector, including subsidies, higher quota for car ownership in Shanghai and Guangdong, and a possible extension of purchase tax exemption for new energy vehicles.</p><p>“There are fund flows buying the dip and capturing the sector’s bounce,” said Andy Wong, fund manager at LW Asset Management Advisors Ltd. in Hong Kong. However, short-term upside potential has narrowed following the recent surge, he noted.</p><p>Meanwhile, Tesla’s shares have seen huge swings and are down about 36% from this quarter’s high in April, even though the firm has staged a remarkable comeback in terms of its production in China. The US automaker’s looming job cuts, uncertainty over Musk’s Twitter deal, and his latest comments about new factories in Germany and Texas losing money are keeping the stock in check.</p><h3>Priced In</h3><p>Year to date, the Nasdaq Golden Dragon China Index has fared better than the broader Nasdaq gauge by almost 18 percentage points</p><p>Yet after such heady gains in China’s EV stocks, investors are in search for further catalysts that can sustain the momentum. Li Auto’s 14-day relative strength index is at 84, well past the 70 level that signals to some investors that the stock is overbought. Readings for XPeng and Nio are also around 70.</p><p>Improving delivery figures offer some comfort as China’s economy gradually heals from the damage inflicted by Covid-19 lockdowns. Li Auto, the largest by market cap among the Chinese trio, delivered 11,496 units in May, up 176% from April and more than double last year’s level.</p><p>“Looking forward, we think catalysts would need to come from earnings and the economy improving” as most of good news for the Chinese auto sector has been priced in, Eason Cui, an analyst with Sunwah Kingsway Capital Holdings Ltd., wrote in a note earlier this month.</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>China Electric-Vehicle Stocks Are All the Rage, Trouncing Tesla</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\">\nChina Electric-Vehicle Stocks Are All the Rage, Trouncing Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-25 12:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/china-electric-vehicle-stocks-rage-010001191.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Shares of China’s electric-vehicle makers are trouncing global industry leader Tesla Inc., bolstered by Beijing’s consumption incentives and heavy dip-buying from investors.American ...</p>\n\n<a href=\"https://finance.yahoo.com/news/china-electric-vehicle-stocks-rage-010001191.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","LI":"理想汽车","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","NIO":"蔚来","BK4550":"红杉资本持仓","XPEV":"小鹏汽车","BK4511":"特斯拉概念"},"source_url":"https://finance.yahoo.com/news/china-electric-vehicle-stocks-rage-010001191.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246204202","content_text":"(Bloomberg) -- Shares of China’s electric-vehicle makers are trouncing global industry leader Tesla Inc., bolstered by Beijing’s consumption incentives and heavy dip-buying from investors.American depository receipts of Nio Inc., XPeng Inc. and Li Auto Inc. have surged at least 64% each over the past month to be among the top gainers in Chinese stocks traded in the US. The sharp rally reflects improving sentiment following a monthslong slump due to worries over high valuation and supply bottlenecks.Their gains easily beat Tesla’s 17% advance, with investor jitters over how Elon Musk will fund a potential Twitter Inc. deal weighing on the EV giant’s share price.China’s EV industry hit a trough during Shanghai’s lockdown -- when not even one car was sold in the city in April and factories were forced to shut down or operate under heavy restrictions. Authorities have since unveiled a slew of stimulus measures to revive the sector, including subsidies, higher quota for car ownership in Shanghai and Guangdong, and a possible extension of purchase tax exemption for new energy vehicles.“There are fund flows buying the dip and capturing the sector’s bounce,” said Andy Wong, fund manager at LW Asset Management Advisors Ltd. in Hong Kong. However, short-term upside potential has narrowed following the recent surge, he noted.Meanwhile, Tesla’s shares have seen huge swings and are down about 36% from this quarter’s high in April, even though the firm has staged a remarkable comeback in terms of its production in China. The US automaker’s looming job cuts, uncertainty over Musk’s Twitter deal, and his latest comments about new factories in Germany and Texas losing money are keeping the stock in check.Priced InYear to date, the Nasdaq Golden Dragon China Index has fared better than the broader Nasdaq gauge by almost 18 percentage pointsYet after such heady gains in China’s EV stocks, investors are in search for further catalysts that can sustain the momentum. Li Auto’s 14-day relative strength index is at 84, well past the 70 level that signals to some investors that the stock is overbought. Readings for XPeng and Nio are also around 70.Improving delivery figures offer some comfort as China’s economy gradually heals from the damage inflicted by Covid-19 lockdowns. Li Auto, the largest by market cap among the Chinese trio, delivered 11,496 units in May, up 176% from April and more than double last year’s level.“Looking forward, we think catalysts would need to come from earnings and the economy improving” as most of good news for the Chinese auto sector has been priced in, Eason Cui, an analyst with Sunwah Kingsway Capital Holdings Ltd., wrote in a note earlier this month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086095671,"gmtCreate":1650402099876,"gmtModify":1676534712301,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MPW\">$Medical Properties Trust(MPW)$</a>&nbsp;😑😑😑","listText":"<a href=\"https://ttm.financial/S/MPW\">$Medical Properties Trust(MPW)$</a>&nbsp;😑😑😑","text":"$Medical Properties Trust(MPW)$ 😑😑😑","images":[{"img":"https://community-static.tradeup.com/news/5255f6eb891addf4e768dd1c30f47e63","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086095671","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4090707232019850","authorId":"4090707232019850","name":"xnegate","avatar":"https://static.tigerbbs.com/7549d1578f4d67f05cd97a41e6bfb844","crmLevel":2,"crmLevelSwitch":0},"content":"it will go up soon probably","text":"it will go up soon probably","html":"it will go up soon probably"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9069602212,"gmtCreate":1651279592395,"gmtModify":1676534882438,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/O\">$Realty Income(O)$</a>&nbsp;Try to invest more in future.&nbsp;","listText":"<a href=\"https://ttm.financial/S/O\">$Realty Income(O)$</a>&nbsp;Try to invest more in future.&nbsp;","text":"$Realty Income(O)$ Try to invest more in future.","images":[{"img":"https://community-static.tradeup.com/news/ff16997cf10ed0533b3eab2396d3a899","width":"1080","height":"3716"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069602212","isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9080146245,"gmtCreate":1649860976520,"gmtModify":1676534592411,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/O\">$Realty Income Corp(O)$</a>👍","listText":"<a href=\"https://ttm.financial/S/O\">$Realty Income Corp(O)$</a>👍","text":"$Realty Income Corp(O)$👍","images":[{"img":"https://community-static.tradeup.com/news/c376ae6164125728ec5b3c41c119c5b3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080146245","isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9088378568,"gmtCreate":1650323574200,"gmtModify":1676534693992,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/O\">$Realty Income Corp(O)$</a>👍👍👍","listText":"<a href=\"https://ttm.financial/S/O\">$Realty Income Corp(O)$</a>👍👍👍","text":"$Realty Income Corp(O)$👍👍👍","images":[{"img":"https://community-static.tradeup.com/news/1dd290e74fbd6e06dc632392c9447ae4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088378568","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9096490739,"gmtCreate":1644446581069,"gmtModify":1676533926021,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NU\">$Nu Holdings Ltd.(NU)$</a>&nbsp;😘😘😀","listText":"<a href=\"https://ttm.financial/S/NU\">$Nu Holdings Ltd.(NU)$</a>&nbsp;😘😘😀","text":"$Nu Holdings Ltd.(NU)$ 😘😘😀","images":[{"img":"https://static.itradeup.com/news/68de18e1f56331ee9a12d187b9d4d560","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096490739","isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9096801271,"gmtCreate":1644350779208,"gmtModify":1676533914939,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NU\">$Nu Holdings Ltd.(NU)$</a>😊😊😊","listText":"<a href=\"https://ttm.financial/S/NU\">$Nu Holdings Ltd.(NU)$</a>😊😊😊","text":"$Nu Holdings Ltd.(NU)$😊😊😊","images":[{"img":"https://static.itradeup.com/news/6dbb23ab1479f2c45cda90d045ee3138","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096801271","isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9032488999,"gmtCreate":1647423704748,"gmtModify":1676534228036,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"😭","listText":"😭","text":"😭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032488999","repostId":"2219075062","repostType":2,"repost":{"id":"2219075062","pubTimestamp":1647419901,"share":"https://www.laohu8.com/m/news/2219075062?lang=&edition=full","pubTime":"2022-03-16 16:38","market":"hk","language":"zh","title":"苹果汽车团队被曝已解散！2025年或无法量产，网友：那就先期待一下小米汽车吧","url":"https://stock-news.laohu8.com/highlight/detail?id=2219075062","media":"媒体滚动","summary":"如果想在2025年量产，需要在3-6个月内进行团队重组。据此前报道，苹果正在加速推进苹果汽车项目，目标是在2025年发布一款具备完全自动驾驶功能的电动汽车，采用无脚踏板、无方向盘的设计，意味着这款车至少具备L4级别以上的高级自动驾驶能力。对此，有网友称，看来苹果造车并不顺利，那就期待一下小米汽车吧。","content":"<html><body><p>中国经济周刊—经济网讯 据媒体报道，3月15日天风国际分析师郭明錤在社交平台表示，爆料已久的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>Apple Car团队已经解散了一段时间。如果想在2025年量产，需要在3-6个月内进行团队重组。</p><p>此前多次有消息传出苹果汽车团队动荡，多位工程师和高管离职，其中包括造车项目总主管Soonho Ahn、自自动化系统的首席工程项目经理Joe Bass、“Project Titan”项目负责人Doug Field等团队的核心人物。</p><p>据此前报道，苹果正在加速推进苹果汽车项目，目标是在2025年发布一款具备完全自动驾驶功能的电动汽车，采用无脚踏板、无方向盘的设计，意味着这款车至少具备L4级别以上的高级自动驾驶能力。</p><p>对此，有网友称，看来苹果造车并不顺利，那就期待一下小米汽车吧。</p><p>新媒体编辑：崔晓萌</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-03-16/doc-imcwipih8804223.shtml><strong>媒体滚动</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国经济周刊—经济网讯 据媒体报道，3月15日天风国际分析师郭明錤在社交平台表示，爆料已久的苹果Apple Car团队已经解散了一段时间。如果想在2025年量产，需要在3-6个月内进行团队重组。此前多次有消息传出苹果汽车团队动荡，多位工程师和高管离职，其中包括造车项目总主管Soonho Ahn、自自动化系统的首席工程项目经理Joe Bass、“Project Titan”项目负责人Doug ...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-03-16/doc-imcwipih8804223.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1506":"5G概念","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK1523":"武汉本地概念股","BK1193":"电脑硬件、储存设备及电脑周边","BK4574":"无人驾驶","BK1521":"挪威政府全球养老基金持仓","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","AAPL":"苹果","BK4581":"高盛持仓","BK4512":"苹果概念","BK4566":"资本集团","BK4170":"电脑硬件、储存设备及电脑周边","BK4554":"元宇宙及AR概念","BK1502":"双十一","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK1575":"同股不同权","BK1607":"新IT概念","BK4553":"喜马拉雅资本持仓","BK1589":"北水核心资产","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","01810":"小米集团-W","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-03-16/doc-imcwipih8804223.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2219075062","content_text":"中国经济周刊—经济网讯 据媒体报道，3月15日天风国际分析师郭明錤在社交平台表示，爆料已久的苹果Apple Car团队已经解散了一段时间。如果想在2025年量产，需要在3-6个月内进行团队重组。此前多次有消息传出苹果汽车团队动荡，多位工程师和高管离职，其中包括造车项目总主管Soonho Ahn、自自动化系统的首席工程项目经理Joe Bass、“Project Titan”项目负责人Doug Field等团队的核心人物。据此前报道，苹果正在加速推进苹果汽车项目，目标是在2025年发布一款具备完全自动驾驶功能的电动汽车，采用无脚踏板、无方向盘的设计，意味着这款车至少具备L4级别以上的高级自动驾驶能力。对此，有网友称，看来苹果造车并不顺利，那就期待一下小米汽车吧。新媒体编辑：崔晓萌","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952948617,"gmtCreate":1674397122039,"gmtModify":1676538939257,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952948617","repostId":"1166323833","repostType":4,"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993044006,"gmtCreate":1660609777007,"gmtModify":1676536363853,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993044006","repostId":"1156794514","repostType":4,"repost":{"id":"1156794514","pubTimestamp":1660605786,"share":"https://www.laohu8.com/m/news/1156794514?lang=&edition=full","pubTime":"2022-08-16 07:23","market":"us","language":"zh","title":"高盛二季度增持阿里和美债ETF，减持苹果、谷歌及Meta","url":"https://stock-news.laohu8.com/highlight/detail?id=1156794514","media":"华尔街见闻","summary":"二季度，高盛重仓股票或基金包括SPDR标普500 ETF信托、苹果、微软、iShares安硕罗素2000 ETF、以及亚马逊；新建仓多只美债ETF；在增持的股票或基金中，幅度最大的是一只美债ETF，增","content":"<html><head></head><body><blockquote>二季度，<a href=\"https://laohu8.com/S/GS\">高盛</a>重仓股票或基金包括SPDR<a href=\"https://laohu8.com/S/CSPX.UK\">标普500 ETF</a>信托、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/EEME\">iShares</a>安硕罗素2000 ETF、以及<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>；新建仓多只美债ETF；在增持的股票或基金中，幅度最大的是一只美债ETF，增长幅度达1953%。</blockquote><p>8月15日周一，高盛递交的13F报告显示，高盛二季度增持<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>ADR、必需消费品精选行业SPDR基金、<a href=\"https://laohu8.com/S/EGRW\">iShares</a>安硕MSCI新兴市场ETF、Pinterest等2337只股票或基金。减持苹果、景顺QQQ信托系列1、<a href=\"https://laohu8.com/S/EMDI\">iShares</a>安硕罗素2000 ETF、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>、Meta、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>等2229只股票或ETF。重仓股票或基金包括SPDR标普500 ETF信托、苹果、微软、<a href=\"https://laohu8.com/S/EMEY\">iShares</a>安硕罗素2000 ETF、以及亚马逊。</p><p><b>281个新建仓股票或基金中，规模最大的是IShares美国国债ETF，增持621万份额，价值1.483亿美元；增持IShares美国国债浮动利率债券ETF 112万份额，价值5650万美元；增持SPDR MarketAxess投资级400公司债券ETF 25万份额，价值2470万美元；增持IShares 10-20年期国债ETF 109927份额，价值1320万美元；增持SPDR Portfolio Mortgage Backed Bond ETF 575746份额，价值1320万美元。</b></p><p>二季度，高盛清仓的重要股票包括地理定位运营商NextNav的股票896万股，价值6710万美元；体育公司Sportradar198万股，价值3290万美元。</p><p>二季度高盛增持2337只基金或股票，其中包括美国制药公司<a href=\"https://laohu8.com/S/AMGN\">安进</a>，增持174%至702万股，价值17.1亿美元，占该公司流通股的1.3%；增持Privia Health Group 83%至 5130万股，价值14.9亿美元，占流通股的47%；<b>大幅增持SPDR彭博1-3个月美国国债ETF 485万份额，增长 1953%至510万份额，价值4.663亿美元</b>；增持<a href=\"https://laohu8.com/S/UNH\">联合健康</a>保险19%至487万股，价值25亿美元；增持阿里巴巴 ADR 12%至2530万股，价值28.8亿美元。此外，二季度高盛还增持了消费必需品精选行业SPDR基金、AutoZone Inc.、默克公司、IShares MSCI新兴市场ETF、Pinterest A类股等。</p><p>二季度高盛减持的股票或基金达2229只。其中包括苹果，减持490920股至7530万股，价值103亿美元；减持景顺QQQ信托系列1基金320万份额至1160 万，价值32.5亿美元；减持IShares罗素2000 ETF 318万份额至2970万只，价值50.3亿美元；减持<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet的A类股160万股至4040万股，价值44亿美元；减持<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>的A类股127万股至957万，价值15.4亿美元，此外还减持了奈飞等股票或基金。</p><p>重仓股中，位列第一的是SPDR S&amp;P 500 ETF Trust基金，价值201亿美元；苹果公司，价值103亿美元；微软公司，增持增长488万股，价值103亿美元；IShares罗素2000 ETF，价值50.3亿美元；和亚马逊，价值48.2亿美元。</p></body></html>","source":"highlight_wallstreetcn","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>高盛二季度增持阿里和美债ETF，减持苹果、谷歌及Meta</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高盛二季度增持阿里和美债ETF，减持苹果、谷歌及Meta\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 07:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3667764><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>二季度，高盛重仓股票或基金包括SPDR标普500 ETF信托、苹果、微软、iShares安硕罗素2000 ETF、以及亚马逊；新建仓多只美债ETF；在增持的股票或基金中，幅度最大的是一只美债ETF，增长幅度达1953%。8月15日周一，高盛递交的13F报告显示，高盛二季度增持阿里巴巴ADR、必需消费品精选行业SPDR基金、iShares安硕MSCI新兴市场ETF、Pinterest等2337只股票...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3667764\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8e87285f5f61644eaba65898e6ccf2bf","relate_stocks":{"GOOG":"谷歌","AAPL":"苹果","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","GOOGL":"谷歌A","BK4553":"喜马拉雅资本持仓","BK4514":"搜索引擎","BK4170":"电脑硬件、储存设备及电脑周边","BK4127":"投资银行业与经纪业","BK4507":"流媒体概念","IEI":"iShares Barclays 3-7 Year Trea","BND":"债券指数ETF-Vanguard美国","GS":"高盛"},"source_url":"https://wallstreetcn.com/articles/3667764","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1156794514","content_text":"二季度，高盛重仓股票或基金包括SPDR标普500 ETF信托、苹果、微软、iShares安硕罗素2000 ETF、以及亚马逊；新建仓多只美债ETF；在增持的股票或基金中，幅度最大的是一只美债ETF，增长幅度达1953%。8月15日周一，高盛递交的13F报告显示，高盛二季度增持阿里巴巴ADR、必需消费品精选行业SPDR基金、iShares安硕MSCI新兴市场ETF、Pinterest等2337只股票或基金。减持苹果、景顺QQQ信托系列1、iShares安硕罗素2000 ETF、谷歌A、Meta、奈飞等2229只股票或ETF。重仓股票或基金包括SPDR标普500 ETF信托、苹果、微软、iShares安硕罗素2000 ETF、以及亚马逊。281个新建仓股票或基金中，规模最大的是IShares美国国债ETF，增持621万份额，价值1.483亿美元；增持IShares美国国债浮动利率债券ETF 112万份额，价值5650万美元；增持SPDR MarketAxess投资级400公司债券ETF 25万份额，价值2470万美元；增持IShares 10-20年期国债ETF 109927份额，价值1320万美元；增持SPDR Portfolio Mortgage Backed Bond ETF 575746份额，价值1320万美元。二季度，高盛清仓的重要股票包括地理定位运营商NextNav的股票896万股，价值6710万美元；体育公司Sportradar198万股，价值3290万美元。二季度高盛增持2337只基金或股票，其中包括美国制药公司安进，增持174%至702万股，价值17.1亿美元，占该公司流通股的1.3%；增持Privia Health Group 83%至 5130万股，价值14.9亿美元，占流通股的47%；大幅增持SPDR彭博1-3个月美国国债ETF 485万份额，增长 1953%至510万份额，价值4.663亿美元；增持联合健康保险19%至487万股，价值25亿美元；增持阿里巴巴 ADR 12%至2530万股，价值28.8亿美元。此外，二季度高盛还增持了消费必需品精选行业SPDR基金、AutoZone Inc.、默克公司、IShares MSCI新兴市场ETF、Pinterest A类股等。二季度高盛减持的股票或基金达2229只。其中包括苹果，减持490920股至7530万股，价值103亿美元；减持景顺QQQ信托系列1基金320万份额至1160 万，价值32.5亿美元；减持IShares罗素2000 ETF 318万份额至2970万只，价值50.3亿美元；减持谷歌母公司Alphabet的A类股160万股至4040万股，价值44亿美元；减持Meta Platforms的A类股127万股至957万，价值15.4亿美元，此外还减持了奈飞等股票或基金。重仓股中，位列第一的是SPDR S&P 500 ETF Trust基金，价值201亿美元；苹果公司，价值103亿美元；微软公司，增持增长488万股，价值103亿美元；IShares罗素2000 ETF，价值50.3亿美元；和亚马逊，价值48.2亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075811876,"gmtCreate":1658186261095,"gmtModify":1676536116925,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"🤔🤔🤔","listText":"🤔🤔🤔","text":"🤔🤔🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075811876","repostId":"2252509512","repostType":2,"repost":{"id":"2252509512","pubTimestamp":1658186125,"share":"https://www.laohu8.com/m/news/2252509512?lang=&edition=full","pubTime":"2022-07-19 07:15","market":"us","language":"en","title":"Apple (AAPL) to Slow Hiring and Spending in 2023 Reports Bloomberg","url":"https://stock-news.laohu8.com/highlight/detail?id=2252509512","media":"StreetInsider","summary":"Apple (NASDAQ: AAPL) intends to slow its hiring and spending growth in some divisions next year to m","content":"<html><head></head><body><p>Apple (NASDAQ: AAPL) intends to slow its hiring and spending growth in some divisions next year to manage the current economic climate, Bloomberg reported Monday.</p><p>Citing sources with knowledge of the matter, Bloomberg&#39;s Mark Gurman said the decision comes as a result of the tech giant attempting to be more careful during periods of economic uncertainty. However, Gurman added that it is not a company-wide policy, and the decision won&#39;t impact all teams with Apple planning an &#34;aggressive product launch schedule in 2023.&#34;</p><p>The news comes despite the company topping Wall Street expectations during the pandemic and remaining resilient during past economic downturns.</p><p>However, Apple isn&#39;t the only major tech company to turn more frugal recently, with Alphabet, Meta, Amazon, and others working to reduce spending.</p><p>Apple is said to be giving each of its teams a lower-than-expected budget in 2023, with some divisions not increasing headcount during the year, while some teams won&#39;t be able to fill the vacancies left by departing employees.</p><p>Apple has historically invested vast sums in research and development and hiring. However, soaring inflation and supply chain challenges are expected to impact the company&#39;s latest quarter.</p><p>Apple shares have dipped over 2% following the Bloomberg report.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple (AAPL) to Slow Hiring and Spending in 2023 Reports Bloomberg</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\">\nApple (AAPL) to Slow Hiring and Spending in 2023 Reports Bloomberg\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 07:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20336325><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple (NASDAQ: AAPL) intends to slow its hiring and spending growth in some divisions next year to manage the current economic climate, Bloomberg reported Monday.Citing sources with knowledge of the ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20336325\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20336325","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252509512","content_text":"Apple (NASDAQ: AAPL) intends to slow its hiring and spending growth in some divisions next year to manage the current economic climate, Bloomberg reported Monday.Citing sources with knowledge of the matter, Bloomberg's Mark Gurman said the decision comes as a result of the tech giant attempting to be more careful during periods of economic uncertainty. However, Gurman added that it is not a company-wide policy, and the decision won't impact all teams with Apple planning an \"aggressive product launch schedule in 2023.\"The news comes despite the company topping Wall Street expectations during the pandemic and remaining resilient during past economic downturns.However, Apple isn't the only major tech company to turn more frugal recently, with Alphabet, Meta, Amazon, and others working to reduce spending.Apple is said to be giving each of its teams a lower-than-expected budget in 2023, with some divisions not increasing headcount during the year, while some teams won't be able to fill the vacancies left by departing employees.Apple has historically invested vast sums in research and development and hiring. However, soaring inflation and supply chain challenges are expected to impact the company's latest quarter.Apple shares have dipped over 2% following the Bloomberg report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042734404,"gmtCreate":1656537390908,"gmtModify":1676535845874,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042734404","repostId":"2247509996","repostType":2,"repost":{"id":"2247509996","pubTimestamp":1656482460,"share":"https://www.laohu8.com/m/news/2247509996?lang=&edition=full","pubTime":"2022-06-29 14:01","market":"us","language":"en","title":"Meltwater appoints Scott Gibbs as Senior Vice President Global Enterprise","url":"https://stock-news.laohu8.com/highlight/detail?id=2247509996","media":"StreetInsider","summary":"SAN FRANCISCO, June 29, 2022 (GLOBE NEWSWIRE) -- Meltwater, a leading global SaaS provider of social","content":"<html><body><div>\n<p>SAN FRANCISCO, June 29, 2022 (GLOBE NEWSWIRE) -- Meltwater, a leading global SaaS provider of social and media intelligence, announces Scott Gibbs as SVP of Global Enterprise. He will lead Meltwater’s Enterprise Sales teams globally as the company looks to continue to grow its customer base with a focus on large global organizations, as part of its overall growth strategy.</p> <p>“Meltwater has experienced strong growth in our Enterprise segment over the last two years, and we are excited to work with Scott as we look to accelerate those efforts and continue to create value for our global customer base. Scott has the right mix of experience to help Meltwater achieve our growth goals: years of leading high growth, customer-facing teams; partnering with Fortune 500 customers to gain insights from data and maximize their ROI; and building culture through values-based leadership. We’re thrilled to bring him on board and know he will be a strong addition to the Meltwater team,” said Meltwater CEO John Box. </p> <p>Gibbs has 27 years of enterprise and public sector technology experience and joins Meltwater from Tableau, a <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> company, where he was the Senior Vice President and General Manager for Americas, overseeing Tableau's Solution Engineering, Partners, Sales Planning and Operations, and Sales teams. Prior to Tableau, Gibbs led teams at Cisco, Nortel and KPMG, with nearly three decades of experience working with large enterprise customers across industries. </p> <p>“I was incredibly impressed by Meltwater’s team and technology, and the value that they create for their customers. Today’s leading companies are tasked with combining and contextualizing external data on their brand, customers, markets, and competitors. Meltwater is focusing on the right investments and innovations to help customers gain insights from this data and make better business decisions, and that is why I am so excited to roll up my sleeves and get started,” said Scott Gibbs.</p> <p><strong>For further information, please contact:</strong></p> <p>Elise Heidenreich (Investor Relations and Media Contact Oslo)<span>[email protected]</span></p> <p>Brinlea Johnson (Investor Relations and Media Contact New York)<span>[email protected]</span></p> <p><strong>About Meltwater </strong>Meltwater provides social and media intelligence. By analyzing ~1 billion online documents each day, Meltwater enables PR, Communications, and Marketing professionals to make informed strategic decisions and influence the world around them. The Company was founded in Oslo, Norway, in 2001 and is headquartered in San Francisco, California, with ~50 offices across six continents. The Company has ~2,200 employees and ~27,000 corporate customers, including industry leaders in several sectors. Learn more at meltwater.com.</p> <img src=\"https://www.globenewswire.com/newsroom/ti?nf=ODU4MDY0MCM1MDA0OTk5IzUwMDAyNTU1Nw==\"/> <img referrerpolicy=\"no-referrer-when-downgrade\" src=\"https://ml.globenewswire.com/media/YmRjNjVjOWEtN2FkMC00NmRjLTg1ZmUtZjYwMTA5OTk4MGJiLTUwMDAyNTU1Nw==/tiny/Meltwater.png\"/><p><img border=\"0\" height=\"17\" src=\"https://ml.globenewswire.com/media/63a8cb7e-8e4a-48f5-9542-4c25fd4c0ca5/small/meltwater-png.png\" width=\"150\"/></p>\nSource: Meltwater </div></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meltwater appoints Scott Gibbs as Senior Vice President Global Enterprise</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\">\nMeltwater appoints Scott Gibbs as Senior Vice President Global Enterprise\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 14:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20269301><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SAN FRANCISCO, June 29, 2022 (GLOBE NEWSWIRE) -- Meltwater, a leading global SaaS provider of social and media intelligence, announces Scott Gibbs as SVP of Global Enterprise. He will lead Meltwater’s...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20269301\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4020":"通信设备","BK4579":"人工智能","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4560":"网络安全概念","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4525":"远程办公概念","BK4515":"5G概念","CSCO":"思科"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20269301","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247509996","content_text":"SAN FRANCISCO, June 29, 2022 (GLOBE NEWSWIRE) -- Meltwater, a leading global SaaS provider of social and media intelligence, announces Scott Gibbs as SVP of Global Enterprise. He will lead Meltwater’s Enterprise Sales teams globally as the company looks to continue to grow its customer base with a focus on large global organizations, as part of its overall growth strategy. “Meltwater has experienced strong growth in our Enterprise segment over the last two years, and we are excited to work with Scott as we look to accelerate those efforts and continue to create value for our global customer base. Scott has the right mix of experience to help Meltwater achieve our growth goals: years of leading high growth, customer-facing teams; partnering with Fortune 500 customers to gain insights from data and maximize their ROI; and building culture through values-based leadership. We’re thrilled to bring him on board and know he will be a strong addition to the Meltwater team,” said Meltwater CEO John Box.  Gibbs has 27 years of enterprise and public sector technology experience and joins Meltwater from Tableau, a Salesforce company, where he was the Senior Vice President and General Manager for Americas, overseeing Tableau's Solution Engineering, Partners, Sales Planning and Operations, and Sales teams. Prior to Tableau, Gibbs led teams at Cisco, Nortel and KPMG, with nearly three decades of experience working with large enterprise customers across industries.  “I was incredibly impressed by Meltwater’s team and technology, and the value that they create for their customers. Today’s leading companies are tasked with combining and contextualizing external data on their brand, customers, markets, and competitors. Meltwater is focusing on the right investments and innovations to help customers gain insights from this data and make better business decisions, and that is why I am so excited to roll up my sleeves and get started,” said Scott Gibbs. For further information, please contact: Elise Heidenreich (Investor Relations and Media Contact Oslo)[email protected] Brinlea Johnson (Investor Relations and Media Contact New York)[email protected] About Meltwater Meltwater provides social and media intelligence. By analyzing ~1 billion online documents each day, Meltwater enables PR, Communications, and Marketing professionals to make informed strategic decisions and influence the world around them. The Company was founded in Oslo, Norway, in 2001 and is headquartered in San Francisco, California, with ~50 offices across six continents. The Company has ~2,200 employees and ~27,000 corporate customers, including industry leaders in several sectors. Learn more at meltwater.com.  \nSource: Meltwater","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058425721,"gmtCreate":1654895631363,"gmtModify":1676535528025,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058425721","repostId":"2209749379","repostType":2,"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022550931,"gmtCreate":1653553125924,"gmtModify":1676535303105,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"🤔🤔🤔","listText":"🤔🤔🤔","text":"🤔🤔🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022550931","repostId":"2237366238","repostType":2,"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066761711,"gmtCreate":1651971085934,"gmtModify":1676535004402,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"🤔🤔🤔","listText":"🤔🤔🤔","text":"🤔🤔🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066761711","repostId":"2233322961","repostType":2,"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069601147,"gmtCreate":1651279398149,"gmtModify":1676534882397,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"🤔🤔🤔","listText":"🤔🤔🤔","text":"🤔🤔🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069601147","repostId":"2231859295","repostType":2,"repost":{"id":"2231859295","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1651276740,"share":"https://www.laohu8.com/m/news/2231859295?lang=&edition=full","pubTime":"2022-04-30 07:59","market":"hk","language":"en","title":"Lithia Motors Is a Used-Car Dealer With 65% Upside -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2231859295","media":"Dow Jones","summary":"By Al Root \n\n\n     Good luck finding a bargain on a used car -- but you can get one in the stock of ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Al Root \n</pre>\n<p>\n     Good luck finding a bargain on a used car -- but you can get <a href=\"https://laohu8.com/S/AONE.U\">one</a> in the stock of used-car dealer Lithia Motors. \n</p>\n<p>\n     This year has been a bad one for auto stocks -- and auto retailer Lithia (ticker: LAD) is no exception. Low production has driven up prices for new and used vehicles but also limited sales, because there have been too few cars to sell. Now, the worry is that car prices have peaked along with profit margins for car dealers, while a potential economic slowdown could mean car sales won't be bouncing back -- even when there is enough supply. \n</p>\n<p>\n     Throw in concerns about competition from the likes of Vroom <a href=\"https://laohu8.com/S/VRM\">$(VRM)$</a> and Carvana <a href=\"https://laohu8.com/S/CVNA\">$(CVNA)$</a> and other online retailers, and shares of Lithia, which owns about 280 dealerships nationwide and has a market cap of $8.2 billion, have slumped 27% over the past 12 months. \n</p>\n<p>\n     Those worries seem overblown. Lithia, based in Medford, Ore., is growing fast, while margins, which shot higher because of shortages, might be more resilient than the market is giving it credit for. At the same time, Lithia is taking steps to compete with the online used-car sellers. With a single-digit valuation, Lithia looks like a value stock, but it has growth stock potential. \n</p>\n<p>\n     It's certainly growing like a growth stock. Sales have increased at an average annual rate of roughly 20% over the past five years, while operating income has grown at about 38% a year over the same span, not too far behind Amazon.com <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, which has increased sales by 28% and operating income by 43% over the same period. And Lithia, which is expected to generate about $29 billion in sales in 2022, plans to generate $50 billion in sales by 2025, to go with earnings per share between $55 and $60. \n</p>\n<p>\n     But with the stock trading at just six times 12-month forward earnings, the market doesn't seem to believe those targets are attainable. One of the reasons is its profit margins. Lithia's gross profit per unit hit $6,825 in the first quarter of 2022, up from prepandemic margins of about $3,600. Investors are worried that margins will regress to the historical average. \n</p>\n<p>\n     That doesn't have to happen all at once, says Wells Fargo Securities analyst Colin Langan, who expects margins to remain high for longer than expected thanks in part to Lithia's Driveway online business, which has grown to 2,000 transactions this past January from 550 in June, though Carvana sold an average of about 35,000 vehicles a month in the first quarter of 2022. \"[Lithia's] omnichannel strategy is compelling in our view as it leverages its existing operations to better serve online customers, possibly giving them an edge on online retailers,\" Langan says. \n</p>\n<p>\n     Investors have also worried about the shift to electric vehicles from gasoline-powered ones because it could mean fewer parts to service. That's a potential problem for Lithia, which generated about a quarter of its gross profit from its parts-and-services business in 2021. But Chief Financial Officer Tina Miller isn't worried, telling Barron's that though Lithia does see reduced shop visits with EVs, it also sees higher customer retention. She also expects there to be an opportunity to service EV batteries as they age. Lithia has also leaned into the electrification trend in a big way through its GreenCars initiative, an electric-vehicle learning resource, EV marketplace, and complimentary EV charging network all rolled into one. \n</p>\n<p>\n     Lithia has other growth levers that should make hitting its goals possible. It's investing in its base business, buying about 30 existing dealerships over the past three years, paying for acquisitions mainly out of cash flow from existing operations. In addition, Lithia's auto-loan business, known as Driveway Finance, could grow to 15% of cars sold, from about 4% today. It's \"a margin expansion play for us...[and] expands our profitability,\" adds Miller. \n</p>\n<p>\n     If everything clicks, Lithia could earn $57 a share by 2025, according to Morningstar analyst David Whiston, which is right in the middle of the company's guidance. He values Lithia at $467 a share, or 10 times 2022 estimated earnings of about $46.60, up from just six times today. (That might seem extreme, but it's roughly Lithia's five-year average.) Whiston's price would represent a gain of 65% from Friday's close of $283.13. Even eight times estimated earnings would put the stock at about $375. \n</p>\n<p>\n     \"Lithia isn't just growing really well through acquisitions done in a responsible way -- no excessive debt or mass dilution -- it's also [growing] organically,\" says Whiston. \"Same-store gross profit dollars rose 32% in the first quarter on a 12% revenue increase, for example.\" \n</p>\n<p>\n     The trick now is getting investors to believe that 2025 can look that good. Based on Lithia's history, that seems like a reasonable bet. \n</p>\n<p>\n     Write to Al Root at allen.root@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  April 29, 2022 19:59 ET (23:59 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Lithia Motors Is a Used-Car Dealer With 65% Upside -- Barrons.com</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\">\nLithia Motors Is a Used-Car Dealer With 65% Upside -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-04-30 07:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Al Root \n</pre>\n<p>\n     Good luck finding a bargain on a used car -- but you can get <a href=\"https://laohu8.com/S/AONE.U\">one</a> in the stock of used-car dealer Lithia Motors. \n</p>\n<p>\n     This year has been a bad one for auto stocks -- and auto retailer Lithia (ticker: LAD) is no exception. Low production has driven up prices for new and used vehicles but also limited sales, because there have been too few cars to sell. Now, the worry is that car prices have peaked along with profit margins for car dealers, while a potential economic slowdown could mean car sales won't be bouncing back -- even when there is enough supply. \n</p>\n<p>\n     Throw in concerns about competition from the likes of Vroom <a href=\"https://laohu8.com/S/VRM\">$(VRM)$</a> and Carvana <a href=\"https://laohu8.com/S/CVNA\">$(CVNA)$</a> and other online retailers, and shares of Lithia, which owns about 280 dealerships nationwide and has a market cap of $8.2 billion, have slumped 27% over the past 12 months. \n</p>\n<p>\n     Those worries seem overblown. Lithia, based in Medford, Ore., is growing fast, while margins, which shot higher because of shortages, might be more resilient than the market is giving it credit for. At the same time, Lithia is taking steps to compete with the online used-car sellers. With a single-digit valuation, Lithia looks like a value stock, but it has growth stock potential. \n</p>\n<p>\n     It's certainly growing like a growth stock. Sales have increased at an average annual rate of roughly 20% over the past five years, while operating income has grown at about 38% a year over the same span, not too far behind Amazon.com <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, which has increased sales by 28% and operating income by 43% over the same period. And Lithia, which is expected to generate about $29 billion in sales in 2022, plans to generate $50 billion in sales by 2025, to go with earnings per share between $55 and $60. \n</p>\n<p>\n     But with the stock trading at just six times 12-month forward earnings, the market doesn't seem to believe those targets are attainable. One of the reasons is its profit margins. Lithia's gross profit per unit hit $6,825 in the first quarter of 2022, up from prepandemic margins of about $3,600. Investors are worried that margins will regress to the historical average. \n</p>\n<p>\n     That doesn't have to happen all at once, says Wells Fargo Securities analyst Colin Langan, who expects margins to remain high for longer than expected thanks in part to Lithia's Driveway online business, which has grown to 2,000 transactions this past January from 550 in June, though Carvana sold an average of about 35,000 vehicles a month in the first quarter of 2022. \"[Lithia's] omnichannel strategy is compelling in our view as it leverages its existing operations to better serve online customers, possibly giving them an edge on online retailers,\" Langan says. \n</p>\n<p>\n     Investors have also worried about the shift to electric vehicles from gasoline-powered ones because it could mean fewer parts to service. That's a potential problem for Lithia, which generated about a quarter of its gross profit from its parts-and-services business in 2021. But Chief Financial Officer Tina Miller isn't worried, telling Barron's that though Lithia does see reduced shop visits with EVs, it also sees higher customer retention. She also expects there to be an opportunity to service EV batteries as they age. Lithia has also leaned into the electrification trend in a big way through its GreenCars initiative, an electric-vehicle learning resource, EV marketplace, and complimentary EV charging network all rolled into one. \n</p>\n<p>\n     Lithia has other growth levers that should make hitting its goals possible. It's investing in its base business, buying about 30 existing dealerships over the past three years, paying for acquisitions mainly out of cash flow from existing operations. In addition, Lithia's auto-loan business, known as Driveway Finance, could grow to 15% of cars sold, from about 4% today. It's \"a margin expansion play for us...[and] expands our profitability,\" adds Miller. \n</p>\n<p>\n     If everything clicks, Lithia could earn $57 a share by 2025, according to Morningstar analyst David Whiston, which is right in the middle of the company's guidance. He values Lithia at $467 a share, or 10 times 2022 estimated earnings of about $46.60, up from just six times today. (That might seem extreme, but it's roughly Lithia's five-year average.) Whiston's price would represent a gain of 65% from Friday's close of $283.13. Even eight times estimated earnings would put the stock at about $375. \n</p>\n<p>\n     \"Lithia isn't just growing really well through acquisitions done in a responsible way -- no excessive debt or mass dilution -- it's also [growing] organically,\" says Whiston. \"Same-store gross profit dollars rose 32% in the first quarter on a 12% revenue increase, for example.\" \n</p>\n<p>\n     The trick now is getting investors to believe that 2025 can look that good. Based on Lithia's history, that seems like a reasonable bet. \n</p>\n<p>\n     Write to Al Root at allen.root@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  April 29, 2022 19:59 ET (23:59 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVNA":"Carvana Co.","LAD":"利西亚车行","VRM":"Vroom, Inc.","BK4561":"索罗斯持仓","BK4214":"汽车零售","AMZN":"亚马逊"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2231859295","content_text":"By Al Root \n\n\n     Good luck finding a bargain on a used car -- but you can get one in the stock of used-car dealer Lithia Motors. \n\n\n     This year has been a bad one for auto stocks -- and auto retailer Lithia (ticker: LAD) is no exception. Low production has driven up prices for new and used vehicles but also limited sales, because there have been too few cars to sell. Now, the worry is that car prices have peaked along with profit margins for car dealers, while a potential economic slowdown could mean car sales won't be bouncing back -- even when there is enough supply. \n\n\n     Throw in concerns about competition from the likes of Vroom $(VRM)$ and Carvana $(CVNA)$ and other online retailers, and shares of Lithia, which owns about 280 dealerships nationwide and has a market cap of $8.2 billion, have slumped 27% over the past 12 months. \n\n\n     Those worries seem overblown. Lithia, based in Medford, Ore., is growing fast, while margins, which shot higher because of shortages, might be more resilient than the market is giving it credit for. At the same time, Lithia is taking steps to compete with the online used-car sellers. With a single-digit valuation, Lithia looks like a value stock, but it has growth stock potential. \n\n\n     It's certainly growing like a growth stock. Sales have increased at an average annual rate of roughly 20% over the past five years, while operating income has grown at about 38% a year over the same span, not too far behind Amazon.com $(AMZN)$, which has increased sales by 28% and operating income by 43% over the same period. And Lithia, which is expected to generate about $29 billion in sales in 2022, plans to generate $50 billion in sales by 2025, to go with earnings per share between $55 and $60. \n\n\n     But with the stock trading at just six times 12-month forward earnings, the market doesn't seem to believe those targets are attainable. One of the reasons is its profit margins. Lithia's gross profit per unit hit $6,825 in the first quarter of 2022, up from prepandemic margins of about $3,600. Investors are worried that margins will regress to the historical average. \n\n\n     That doesn't have to happen all at once, says Wells Fargo Securities analyst Colin Langan, who expects margins to remain high for longer than expected thanks in part to Lithia's Driveway online business, which has grown to 2,000 transactions this past January from 550 in June, though Carvana sold an average of about 35,000 vehicles a month in the first quarter of 2022. \"[Lithia's] omnichannel strategy is compelling in our view as it leverages its existing operations to better serve online customers, possibly giving them an edge on online retailers,\" Langan says. \n\n\n     Investors have also worried about the shift to electric vehicles from gasoline-powered ones because it could mean fewer parts to service. That's a potential problem for Lithia, which generated about a quarter of its gross profit from its parts-and-services business in 2021. But Chief Financial Officer Tina Miller isn't worried, telling Barron's that though Lithia does see reduced shop visits with EVs, it also sees higher customer retention. She also expects there to be an opportunity to service EV batteries as they age. Lithia has also leaned into the electrification trend in a big way through its GreenCars initiative, an electric-vehicle learning resource, EV marketplace, and complimentary EV charging network all rolled into one. \n\n\n     Lithia has other growth levers that should make hitting its goals possible. It's investing in its base business, buying about 30 existing dealerships over the past three years, paying for acquisitions mainly out of cash flow from existing operations. In addition, Lithia's auto-loan business, known as Driveway Finance, could grow to 15% of cars sold, from about 4% today. It's \"a margin expansion play for us...[and] expands our profitability,\" adds Miller. \n\n\n     If everything clicks, Lithia could earn $57 a share by 2025, according to Morningstar analyst David Whiston, which is right in the middle of the company's guidance. He values Lithia at $467 a share, or 10 times 2022 estimated earnings of about $46.60, up from just six times today. (That might seem extreme, but it's roughly Lithia's five-year average.) Whiston's price would represent a gain of 65% from Friday's close of $283.13. Even eight times estimated earnings would put the stock at about $375. \n\n\n     \"Lithia isn't just growing really well through acquisitions done in a responsible way -- no excessive debt or mass dilution -- it's also [growing] organically,\" says Whiston. \"Same-store gross profit dollars rose 32% in the first quarter on a 12% revenue increase, for example.\" \n\n\n     The trick now is getting investors to believe that 2025 can look that good. Based on Lithia's history, that seems like a reasonable bet. \n\n\n     Write to Al Root at allen.root@dowjones.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  April 29, 2022 19:59 ET (23:59 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085476122,"gmtCreate":1650762771005,"gmtModify":1676534787351,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MPW\">$Medical Properties Trust(MPW)$</a>😔😔😔","listText":"<a href=\"https://ttm.financial/S/MPW\">$Medical Properties Trust(MPW)$</a>😔😔😔","text":"$Medical Properties Trust(MPW)$😔😔😔","images":[{"img":"https://community-static.tradeup.com/news/10afbc264e840a9261d67198bc3d35e0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085476122","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}