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屎奴比

屎奴比

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2024-01-02

Hello hello hello new year

2022-12-06

$胜科海事(S51.SI)$

2022-12-01

$胜科海事(S51.SI)$

2022-11-30

good

@TigerEvents:Join Tiger's Football Season, share the prizes worth up to US$200,000

2022-11-30

$胜科海事(S51.SI)$

2022-11-26

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2022-11-19

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2022-11-10

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Bank of England chief economist admits: pandemic QE was a mistake, money printing caused inflation to skyrocket

2022-11-06

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2022-11-06

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Fang Xinghai: Promote the implementation of the reform of the overseas listing system for enterprises, and support all kinds of enterprises to go overseas listing in accordance with laws and regulations

2022-11-01

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2022-10-30

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2022-10-29

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2022-10-28

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2022-10-26

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2022-10-26

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2022-10-24

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2022-10-23

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CICC: US Debt 2022= Oil 2020?

2022-10-18

[微笑]

@报告财经:【報告財經｜NFT電子書初創公司Book.io獲貝塔斯曼子公司BDMI投資】10 月 18 日，既本月初完成圖書發行商 Ingram Content Group 獨家投資的種子輪融資後，NFT 電子書初創公司 Book.io 宣佈又完成一筆新融資交易，投資方爲貝塔斯曼旗下子公司 BDMI，具體金額暫未對外披露。Book.io 首席執行官 Joshua Stone 表示，除了獲得資金支持之外，他們還將與 BDMI 建立「一種合作伙伴關係」，拓展除 NFT 電子書之外的創新產品，比如有聲讀物和其他類型的數字媒體。Book.io 於 2022 年 7 月 20 日開始其首次圖書銷售，二級市場銷售總額已超過 50 萬美元，其中單本收藏電子書售價超過 4000 美元。

2022-09-09

$FORTRESS MINERALS LIMITED(OAJ.SI)$D

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xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966178392","isVote":1,"tweetType":1,"viewCount":3474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961910397,"gmtCreate":1668817926719,"gmtModify":1676538116984,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105499377423240","idStr":"4105499377423240"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961910397","repostId":"1132969598","repostType":4,"isVote":1,"tweetType":1,"viewCount":2455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960044335,"gmtCreate":1668038225828,"gmtModify":1676538001328,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105499377423240","idStr":"4105499377423240"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960044335","repostId":"2282908517","repostType":4,"repost":{"id":"2282908517","kind":"highlight","pubTimestamp":1668037515,"share":"https://ttm.financial/m/news/2282908517?lang=en_US&edition=fundamental","pubTime":"2022-11-10 07:45","market":"us","language":"zh","title":"Bank of England chief economist admits: pandemic QE was a mistake, money printing caused inflation to skyrocket","url":"https://stock-news.laohu8.com/highlight/detail?id=2282908517","media":"华尔街见闻","summary":"英国政策制定者第一次承认央行的货币政策可能助长了通胀危机。","content":"<p><html><head></head><body>The Bank of England's chief economist admitted that QE was a mistake during the pandemic and that money printing caused inflation in the UK to skyrocket. In testimony before the House of Lords Economic Affairs Committee on Tuesday, Bank of England chief economist Huw Pill said Britain's current high inflation is largely caused by soaring gas prices in Europe. But it also admitted that the Bank of England's £450 billion quantitative easing policy during the pandemic was also an important factor in fueling inflation:</p><p>Disruption of demand is over-emphasized relative to disruption of supply, which could mean that support for demand is higher than it should be.<b>Pill's statement represents the first acknowledgement by policymakers that the central bank's monetary policy may have contributed to the inflation crisis.</b>The latest data shows that the UK's CPI rose by a staggering 10.1% year-on-year in September, well above the central bank's target of 2%.</p><p>But Pill also refuted the view of Mervyn King, the current member of the Economic Affairs Committee of the House of Lords and former Bank of England governor, about the BoE's interest rate hike, who believed that the BoE's 75 basis points hike to 3% last week was still far from enough to control inflation.</p><p>Pill stressed that the latest forecast of the Bank of England clearly indicates that policymakers may continue the rate hike in future meetings, but it also believes that the recent market expectation that the benchmark interest rate will reach 5.25% next year is a little too much. 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The Bank of England wants to cut inflation without \"excessive\" rate hike. \"Achieving this balance of rate hike and inflation is the key message we release to the market.\"</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of England chief economist admits: pandemic QE was a mistake, money printing caused inflation to skyrocket</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBank of England chief economist admits: pandemic QE was a mistake, money printing caused inflation to skyrocket\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-11-10 07:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The Bank of England's chief economist admitted that QE was a mistake during the pandemic and that money printing caused inflation in the UK to skyrocket. In testimony before the House of Lords Economic Affairs Committee on Tuesday, Bank of England chief economist Huw Pill said Britain's current high inflation is largely caused by soaring gas prices in Europe. But it also admitted that the Bank of England's £450 billion quantitative easing policy during the pandemic was also an important factor in fueling inflation:</p><p>Disruption of demand is over-emphasized relative to disruption of supply, which could mean that support for demand is higher than it should be.<b>Pill's statement represents the first acknowledgement by policymakers that the central bank's monetary policy may have contributed to the inflation crisis.</b>The latest data shows that the UK's CPI rose by a staggering 10.1% year-on-year in September, well above the central bank's target of 2%.</p><p>But Pill also refuted the view of Mervyn King, the current member of the Economic Affairs Committee of the House of Lords and former Bank of England governor, about the BoE's interest rate hike, who believed that the BoE's 75 basis points hike to 3% last week was still far from enough to control inflation.</p><p>Pill stressed that the latest forecast of the Bank of England clearly indicates that policymakers may continue the rate hike in future meetings, but it also believes that the recent market expectation that the benchmark interest rate will reach 5.25% next year is a little too much. This is largely in line with its view last Friday.</p><p>In an interview with the media last Friday, Pill said the Bank of England remained committed to its \"key target\" of reducing inflation, but hoped the market would \"recalibrate\" its interest rate expectations. The Bank of England wants to cut inflation without \"excessive\" rate hike. \"Achieving this balance of rate hike and inflation is the key message we release to the market.\"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3674543\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4615733226f74d6518f8376a6cf9fb9c","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3674543","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282908517","content_text":"英国央行首席经济学家承认，在疫情期间执行QE是个错误，印钞导致英国通胀狂飙。英国央行首席经济学家Huw Pill周二在上议院经济事务委员会做证时表示，英国目前的高通胀主要是由欧洲天然气价格飙涨造成的。但其同时承认，英国央行疫情期间4500亿英镑的量化宽松政策也是助长通胀的重要因素：相对于供应的破坏，需求的破坏受到过度的强调，这可能意味着对需求的支持高于应有的水平。Pill的表态意味着政策制定者第一次承认央行的货币政策可能助长了通胀危机。最新数据显示，英国9月CPI同比增幅达到惊人的10.1%，远高于央行2%的目标。但Pill同时反驳了现任英国上议院经济事务委员会委员、前英国央行行长Mervyn King关于英国央行升息的观点，后者认为英国央行上周将利率提升75个基点至3%仍远不足以控制通胀。Pill强调，英国央行的最新预测清楚地表明，政策制定者可能会在未来的会议上继续加息，但其同时认为近期市场对明年基准利率达到5.25%的预期有些过头了。这与其上周五的观点基本一致。Pill在上周五接受媒体采访时表示，英国央行仍然致力于实现其降低通胀的“关键目标”，但希望市场将“重新调整”其利率预期。英国央行既要降通胀，又不要“过度”加息。“实现这种加息和通胀的平衡，是我们对市场释放的关键信息。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984587839,"gmtCreate":1667693188621,"gmtModify":1676537951703,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105499377423240","idStr":"4105499377423240"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984587839","repostId":"2281632990","repostType":4,"isVote":1,"tweetType":1,"viewCount":2584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984587378,"gmtCreate":1667693173295,"gmtModify":1676537951699,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105499377423240","idStr":"4105499377423240"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984587378","repostId":"1156722685","repostType":4,"repost":{"id":"1156722685","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1667615253,"share":"https://ttm.financial/m/news/1156722685?lang=en_US&edition=fundamental","pubTime":"2022-11-05 10:27","market":"sh","language":"zh","title":"Fang Xinghai: Promote the implementation of the reform of the overseas listing system for enterprises, and support all kinds of enterprises to go overseas listing in accordance with laws and regulations","url":"https://stock-news.laohu8.com/highlight/detail?id=1156722685","media":"老虎资讯综合","summary":"11月5日电，证监会副主席方星海在第五届虹桥国际经济论坛“中国资本市场高质量对外开放”分论坛上的致辞表示，将不断完善相关制度安排，进一步便利境内外投资者跨境投资，更好支持企业跨境融资发展。健全GDR、","content":"<p><html><head></head><body>On November 5th, Fang Xinghai, Vice Chairman of China Securities Regulatory Commission, held a meeting at the 5th Hongqiao International Economic Forum.<a href=\"https://laohu8.com/S/00170\">PRC CAPITAL</a>The speech at the sub-forum of \"High-quality Market Opening-up to the Outside World\" said that relevant institutional arrangements will be continuously improved to further facilitate cross-border investment by domestic and foreign investors and better support the development of cross-border financing of enterprises. Improve the market interconnection mechanism such as GDR and CDR issuance, promote the implementation of the reform of the overseas listing system of enterprises, and support all kinds of enterprises to list overseas in accordance with laws and regulations. Strengthen pragmatic cooperation between the capital markets of the mainland and Hong Kong, expand the stock targets of Shanghai-Shenzhen-Hong Kong Stock Connect, include more A-share listed companies, support Hong Kong to launch RMB stock trading counters, support and coordinate with Hong Kong to launch Treasury Bond futures in Hong Kong, and realize complementary advantages and coordinated development between the two places.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fang Xinghai: Promote the implementation of the reform of the overseas listing system for enterprises, and support all kinds of enterprises to go overseas listing in accordance with laws and regulations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFang Xinghai: Promote the implementation of the reform of the overseas listing system for enterprises, and support all kinds of enterprises to go overseas listing in accordance with laws and regulations\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-11-05 10:27</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On November 5th, Fang Xinghai, Vice Chairman of China Securities Regulatory Commission, held a meeting at the 5th Hongqiao International Economic Forum.<a href=\"https://laohu8.com/S/00170\">PRC CAPITAL</a>The speech at the sub-forum of \"High-quality Market Opening-up to the Outside World\" said that relevant institutional arrangements will be continuously improved to further facilitate cross-border investment by domestic and foreign investors and better support the development of cross-border financing of enterprises. Improve the market interconnection mechanism such as GDR and CDR issuance, promote the implementation of the reform of the overseas listing system of enterprises, and support all kinds of enterprises to list overseas in accordance with laws and regulations. Strengthen pragmatic cooperation between the capital markets of the mainland and Hong Kong, expand the stock targets of Shanghai-Shenzhen-Hong Kong Stock Connect, include more A-share listed companies, support Hong Kong to launch RMB stock trading counters, support and coordinate with Hong Kong to launch Treasury Bond futures in Hong Kong, and realize complementary advantages and coordinated development between the two places.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9635eb271432f5c92670ddd7726225b","relate_stocks":{"HTSC.UK":"华泰证券"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156722685","content_text":"11月5日电，证监会副主席方星海在第五届虹桥国际经济论坛“中国资本市场高质量对外开放”分论坛上的致辞表示，将不断完善相关制度安排，进一步便利境内外投资者跨境投资，更好支持企业跨境融资发展。健全GDR、CDR发行等市场互联互通机制，推动企业境外上市制度改革落地实施，支持各类企业依法依规赴境外上市。加强内地与香港资本市场务实合作，扩大沪深港通股票标的，将更多A股上市公司纳入，支持香港推出人民币股票交易柜台，支持和协同港方在香港推出国债期货，实现两地优势互补、协同发展。","news_type":1,"symbols_score_info":{"HTSC.UK":0.9,"00170":0.9}},"isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985947397,"gmtCreate":1667304563919,"gmtModify":1676537894644,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105499377423240","idStr":"4105499377423240"},"themes":[],"htmlText":"r","listText":"r","text":"r","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985947397","isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982979097,"gmtCreate":1667091560119,"gmtModify":1676537858585,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105499377423240","idStr":"4105499377423240"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9982979097","repostId":"1106125706","repostType":4,"isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982086438,"gmtCreate":1667046416224,"gmtModify":1676537853861,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105499377423240","idStr":"4105499377423240"},"themes":[],"htmlText":"r","listText":"r","text":"r","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982086438","isVote":1,"tweetType":1,"viewCount":1006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986237852,"gmtCreate":1666960969676,"gmtModify":1676537840009,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105499377423240","idStr":"4105499377423240"},"themes":[],"htmlText":"r","listText":"r","text":"r","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986237852","isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988669854,"gmtCreate":1666744412579,"gmtModify":1676537798611,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105499377423240","idStr":"4105499377423240"},"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/9988669854","repostId":"2278579239","repostType":4,"isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988669991,"gmtCreate":1666744393813,"gmtModify":1676537798603,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105499377423240","idStr":"4105499377423240"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988669991","repostId":"1184763379","repostType":4,"isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981556684,"gmtCreate":1666572457648,"gmtModify":1676537769007,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105499377423240","idStr":"4105499377423240"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981556684","repostId":"1190335901","repostType":4,"isVote":1,"tweetType":1,"viewCount":951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981878626,"gmtCreate":1666485153765,"gmtModify":1676537759899,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105499377423240","idStr":"4105499377423240"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981878626","repostId":"1130690374","repostType":4,"repost":{"id":"1130690374","kind":"news","pubTimestamp":1666672819,"share":"https://ttm.financial/m/news/1130690374?lang=en_US&edition=fundamental","pubTime":"2022-10-25 12:40","market":"us","language":"zh","title":"CICC: US Debt 2022= Oil 2020?","url":"https://stock-news.laohu8.com/highlight/detail?id=1130690374","media":"中金点睛","summary":"美债利率大幅下行是大概率事件。","content":"<p><html><head></head><body><b>CICC believes that the current US debt market may be close to the verge of pricing \"failure\", which is similar to the oil situation in April 2020. The market has already put the pricing of the current macro environment to the extreme, and the possibility of reversal of the future situation is high. The sharp decline of the US Treasury yields is a high probability event.</b>Text/CICC Major Assets Research: Li Zhao Qi Wei Yang Xiaoqing Wang Hanfeng</p><p><b>Liquidity in the U.S. bond market is close to where it was when the market \"failed\" in March 2020</b></p><p>Recently, the 10-year US Treasury yields once crossed 4.3% in intraday session, which attracted market attention. We believe that interest rate pricing has clearly deviated from equilibrium price, which is affected by the following factors:</p><p><b>1) The bond market is too illiquid.</b>At present, there are still $2 trillion in overnight reverse repurchases in the Fed's account, and the market generally does not lack US dollar liquidity. However, this year's macro policies and market volatility are too great. At the same time, the increase of U.S. debt stock has made it difficult for market makers to trade, and there are serious liquidity problems in the U.S. debt market.</p><p>Liquidity can be measured by bond pricing error: the pricing error of the duration pricing model of all U.S. bonds in the market is summarized. The larger the error, the more serious the pricing distortion in the market and the worse the market liquidity.</p><p>The pricing error data shows that the current liquidity of the U.S. debt market is close to the level when the market \"failed\" under the influence of the epidemic in March 2020. At that time, the Federal Reserve was forced to intervene to start \"unlimited QE\" and resume the normal operation of the bond market.</p><p>At present, the U.S. debt market may be close to the verge of pricing \"failure\". Even if investors think that the interest rate obviously deviates from the reasonable price, they dare not trade against the market.</p><p>Chart: U.S. bond market liquidity is close to where it was when the market \"failed\" in March 2020</p><p><img src=\"https://static.tigerbbs.com/01e1bbae6ca2f1267f2a9d51f869a9b8\" tg-width=\"816\" tg-height=\"493\" referrerpolicy=\"no-referrer\"/>Source: Bloomberg, CICC Research</p><p>Chart: $2 trillion in scale overnight reverse buybacks still on Fed accounts<img src=\"https://static.tigerbbs.com/17fc7ab848330686a233a34f627c3fba\" tg-width=\"841\" tg-height=\"491\" referrerpolicy=\"no-referrer\"/>Source: Haver Analytics, CICC Research</p><p>Chart: Recent volatility in the U.S. bond market is too high</p><p><img src=\"https://static.tigerbbs.com/3fe1703f36e6de9e8c690ecbc1be3fc2\" tg-width=\"829\" tg-height=\"498\" referrerpolicy=\"no-referrer\"/>Source: Bloomberg, CICC Research</p><p>Chart: Futures markets expect rate hike to end near 5%<img src=\"https://static.tigerbbs.com/8fd72d6c195ffadcf706bac9f98da2e6\" tg-width=\"772\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/>Source: Bloomberg, CICC Research</p><p><b>2) The UK policy black swan event became the last straw to crush global bond markets</b>The British bond market collapsed directly, the pension repayment crisis occurred, and the global market linkage spread to the US debt. Constrained by low liquidity, although the risk in the UK has been greatly alleviated at present, US Treasury yields has not obviously reflected the fundamental changes.</p><p><b>3) U.S. CPI inflation exceeded expectations in August-September</b>The Federal Reserve maintained a hawkish stance, and the market expected that the end of the rate hike would once be close to 5%, forming an \"inflation panic\".</p><p><b>The U.S. debt market in 2022 has similarities to the oil market in 2020</b></p><p>Among the broad global asset classes, the last asset to significantly depart from fundamental prices may be oil. At the beginning of 2020, due to the impact of the epidemic, oil demand was significantly reduced, and oil prices fell from a cliff. As oil is a resource commodity with certain industrial value, and the negative impact of the epidemic will eventually pass, as long as the decline is large enough, it should provide a certain upward opportunity.</p><p>In March, 2020, the market pricing has interpreted the dilemma at that time to the extreme, and there is no suspense in the reversal of the future situation. Therefore, investors choose to \"bargain-hunting\" at the low oil price. However, an accident occurred, and there was a temporary shortage of oil storage capacity. The delivery mechanism caused the oil price to completely deviate from fundamentals. The price of WTI oil futures fell to-37 USD per barrel in April, causing losses to investors.</p><p>In hindsight, investors who chose to bargain for oil in March-April 2020 were completely correct in their judgment of fundamentals. In the next two years, the oil price rose rapidly from negative to $130, which was the brightest performing asset among major assets in the world. If you abandon fundamental analysis after taking losses in April, you will miss this once-in-a-decade oil supercycle.</p><p>Chart: WTI crude oil price fell to-37 USD/barrel at one point in 2020<img src=\"https://static.tigerbbs.com/daba71b7434bf85b738a81b3dc6446a8\" tg-width=\"795\" tg-height=\"499\" referrerpolicy=\"no-referrer\"/>Source: Bloomberg, CICC Research</p><p>Chart: Over the past two years, oil has been the brightest performing asset among the global asset classes (dollar denominated, full income return)<img src=\"https://static.tigerbbs.com/8a1dee1eb7c5dfd6961744e8398da207\" tg-width=\"1080\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/>Source: Wind, Bloomberg, CICC Research</p><p>The U.S. debt situation in October 2022 is similar to the oil situation in April 2020. The market has priced the current macro environment to the extreme, and the possibility of reversal in the future is high.</p><p>At present, inflation remains high, and the Federal Reserve is aggressively tightening, which should push up interest rates. But even assuming the Fed rate hike to 4.8% stops, the ten-year US Treasury yields equilibrium price is just 3.2%, and the market is already pricing nearly 100bp above the equilibrium price.</p><p>Looking ahead, it is a foregone conclusion that the US economy will enter a recession, and the economic slowdown will bring a significant improvement in inflation. We believe that the sharp decline in US Treasury yields is also a high probability event. However, if you bargain-hunting U.S. debt in October, you will also suffer more losses.</p><p>In the past two months, our forecast of the trend of the U.S. debt market has been greatly biased, but with reference to the experience of 2020,<b>We believe it is not advisable to follow the trend too much and ignore the signals of fundamental analysis.</b></p><p>Chart: Assuming the end of the Fed rate hike at 4.8%, the equilibrium price of the ten-year US Treasury yields at the end of 2022 is around 3.2%<img src=\"https://static.tigerbbs.com/833929fa8e4b3e0f1b1737570137f9a5\" tg-width=\"842\" tg-height=\"526\" referrerpolicy=\"no-referrer\"/>Source: Bloomberg, CICC Research</p><p><b>What we see right, what we see wrong, what we learn, US Treasury yields predicts</b></p><p>In December 2021, we predicted that the interest rate of U.S. bonds would rise sharply in 2022, in April 2022, we predicted that the interest rate would fluctuate in both directions, and in June, we predicted that the interest rate would fall sharply, and then turn neutral. So far, our forecast of the market situation has basically fulfilled.</p><p>However, since September, we have not predicted that the US Treasury yields will soar from 3% to 4.3%, mainly because we have not fully considered the impact of \"nonlinear\" and \"small probability\" events:</p><p>Chart: We accurately judged the upward trend in US Treasury yields starting in late 2021 and the downward trend after June 2022, but did not predict that US Treasury yields would rise above 4%<img src=\"https://static.tigerbbs.com/3e6c25f6fe73d99757f5ed5f75b075a7\" tg-width=\"833\" tg-height=\"540\" referrerpolicy=\"no-referrer\"/>Source: Bloomberg, CICC Research</p><p>First of all, the sharp upward trend in US Treasury yields is ultimately the result of the faster-than-expected growth of CPI inflation. Our forecast model for CPI is based on the statistical laws of economic data. The implicit assumption is that the leading-lag relationship of data can be extrapolated linearly according to historical laws, but the recent inflation increase exceeds the model prediction.</p><p>Secondly, we did not predict the UK policy surprise and the pension crisis. We assumed in advance that the British government's decision-making would be rational and common sense, but this assumption was challenged, and the black swan event of British policy finally washed out the US, Europe and Treasury Bond markets.</p><p>Drawing from the experience of the past two months, we believe that the \"nonlinearity\" of the post-epidemic world needs more attention. Our fundamental analysis can only draw the average path and end price of asset prices, but nonlinear events may increase the volatility of asset prices, which can completely deviate from the equilibrium price, and it takes longer to converge to the equilibrium price.</p><p><b>Therefore, while we leave our 10-year US Treasury yields downward forecast to 3% unchanged, we extend the timeline for view delivery to 2022Q4-2023Q1.</b></p><p><b>Predicting asset price needs to pay attention to new nonlinear events- -financial market risk</b></p><p>Before October, most nonlinear events pushed up the interest rate of U.S. bonds. Now there may be a kind of nonlinear event-financial market risk-that has become a force to depress the US Treasury yields. The Fed may choose to control inflation at the expense of economic growth, but it may not accept financial market disorder and financial crisis.</p><p>This rate hike cycle is faster than most rate hike cycles in history, but the current financial market is far more complex than decades ago, and some institutions and markets may have difficulty adapting to the sudden high interest rate environment.</p><p>Take the British crisis as an example. After the collapse of British debt, the leverage ratio of pension LDI investment was exposed, and the Bank of England was forced to stabilize the market with \"temporary QE\". We think markets in other countries may hide similar problems, and the policy response after financial market shocks may also be close to the BoE's choice.</p><p>At present, in addition to the problems exposed in the operation of the US debt market, we believe that the risk accumulation of high-yield corporate bonds in developed markets and sovereign bonds in emerging markets cannot be ignored. In fact, the Wall Street Journal recently reported that Fed officials have begun to pay attention to the risk of \"excessive tightening\" and may slow down rate hike at the December Fed meeting.</p><p>Although it is not a benchmark scenario, we think we need to consider the possibility of the Fed's early adjustment of rate hike and shrinking balance sheet policies in 2023. US Treasury yields may continue to fluctuate broadly in 2023, but ultimately the downside may be greater than expected.</p><p>Chart: This rate hike cycle is faster than most rate hike cycles in history<img src=\"https://static.tigerbbs.com/069d60f2e3758a0a52d29b94446fa19e\" tg-width=\"834\" tg-height=\"598\" referrerpolicy=\"no-referrer\"/>Source: Bloomberg, CICC Research</p><p>Chart: UK long-end interest rates plummet after UK announces bond purchase plan<img src=\"https://static.tigerbbs.com/5e93df97be61997498ed3e69b299ae65\" tg-width=\"836\" tg-height=\"551\" referrerpolicy=\"no-referrer\"/>Source: Bloomberg, CICC Research</p><p></body></html></p>","source":"zjdj","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>CICC: US Debt 2022= Oil 2020?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCICC: US Debt 2022= Oil 2020?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中金点睛</strong><span class=\"h-time small\">2022-10-25 12:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>CICC believes that the current US debt market may be close to the verge of pricing \"failure\", which is similar to the oil situation in April 2020. The market has already put the pricing of the current macro environment to the extreme, and the possibility of reversal of the future situation is high. The sharp decline of the US Treasury yields is a high probability event.</b>Text/CICC Major Assets Research: Li Zhao Qi Wei Yang Xiaoqing Wang Hanfeng</p><p><b>Liquidity in the U.S. bond market is close to where it was when the market \"failed\" in March 2020</b></p><p>Recently, the 10-year US Treasury yields once crossed 4.3% in intraday session, which attracted market attention. We believe that interest rate pricing has clearly deviated from equilibrium price, which is affected by the following factors:</p><p><b>1) The bond market is too illiquid.</b>At present, there are still $2 trillion in overnight reverse repurchases in the Fed's account, and the market generally does not lack US dollar liquidity. However, this year's macro policies and market volatility are too great. At the same time, the increase of U.S. debt stock has made it difficult for market makers to trade, and there are serious liquidity problems in the U.S. debt market.</p><p>Liquidity can be measured by bond pricing error: the pricing error of the duration pricing model of all U.S. bonds in the market is summarized. The larger the error, the more serious the pricing distortion in the market and the worse the market liquidity.</p><p>The pricing error data shows that the current liquidity of the U.S. debt market is close to the level when the market \"failed\" under the influence of the epidemic in March 2020. At that time, the Federal Reserve was forced to intervene to start \"unlimited QE\" and resume the normal operation of the bond market.</p><p>At present, the U.S. debt market may be close to the verge of pricing \"failure\". Even if investors think that the interest rate obviously deviates from the reasonable price, they dare not trade against the market.</p><p>Chart: U.S. bond market liquidity is close to where it was when the market \"failed\" in March 2020</p><p><img src=\"https://static.tigerbbs.com/01e1bbae6ca2f1267f2a9d51f869a9b8\" tg-width=\"816\" tg-height=\"493\" referrerpolicy=\"no-referrer\"/>Source: Bloomberg, CICC Research</p><p>Chart: $2 trillion in scale overnight reverse buybacks still on Fed accounts<img src=\"https://static.tigerbbs.com/17fc7ab848330686a233a34f627c3fba\" tg-width=\"841\" tg-height=\"491\" referrerpolicy=\"no-referrer\"/>Source: Haver Analytics, CICC Research</p><p>Chart: Recent volatility in the U.S. bond market is too high</p><p><img src=\"https://static.tigerbbs.com/3fe1703f36e6de9e8c690ecbc1be3fc2\" tg-width=\"829\" tg-height=\"498\" referrerpolicy=\"no-referrer\"/>Source: Bloomberg, CICC Research</p><p>Chart: Futures markets expect rate hike to end near 5%<img src=\"https://static.tigerbbs.com/8fd72d6c195ffadcf706bac9f98da2e6\" tg-width=\"772\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/>Source: Bloomberg, CICC Research</p><p><b>2) The UK policy black swan event became the last straw to crush global bond markets</b>The British bond market collapsed directly, the pension repayment crisis occurred, and the global market linkage spread to the US debt. Constrained by low liquidity, although the risk in the UK has been greatly alleviated at present, US Treasury yields has not obviously reflected the fundamental changes.</p><p><b>3) U.S. CPI inflation exceeded expectations in August-September</b>The Federal Reserve maintained a hawkish stance, and the market expected that the end of the rate hike would once be close to 5%, forming an \"inflation panic\".</p><p><b>The U.S. debt market in 2022 has similarities to the oil market in 2020</b></p><p>Among the broad global asset classes, the last asset to significantly depart from fundamental prices may be oil. At the beginning of 2020, due to the impact of the epidemic, oil demand was significantly reduced, and oil prices fell from a cliff. As oil is a resource commodity with certain industrial value, and the negative impact of the epidemic will eventually pass, as long as the decline is large enough, it should provide a certain upward opportunity.</p><p>In March, 2020, the market pricing has interpreted the dilemma at that time to the extreme, and there is no suspense in the reversal of the future situation. Therefore, investors choose to \"bargain-hunting\" at the low oil price. However, an accident occurred, and there was a temporary shortage of oil storage capacity. The delivery mechanism caused the oil price to completely deviate from fundamentals. The price of WTI oil futures fell to-37 USD per barrel in April, causing losses to investors.</p><p>In hindsight, investors who chose to bargain for oil in March-April 2020 were completely correct in their judgment of fundamentals. In the next two years, the oil price rose rapidly from negative to $130, which was the brightest performing asset among major assets in the world. If you abandon fundamental analysis after taking losses in April, you will miss this once-in-a-decade oil supercycle.</p><p>Chart: WTI crude oil price fell to-37 USD/barrel at one point in 2020<img src=\"https://static.tigerbbs.com/daba71b7434bf85b738a81b3dc6446a8\" tg-width=\"795\" tg-height=\"499\" referrerpolicy=\"no-referrer\"/>Source: Bloomberg, CICC Research</p><p>Chart: Over the past two years, oil has been the brightest performing asset among the global asset classes (dollar denominated, full income return)<img src=\"https://static.tigerbbs.com/8a1dee1eb7c5dfd6961744e8398da207\" tg-width=\"1080\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/>Source: Wind, Bloomberg, CICC Research</p><p>The U.S. debt situation in October 2022 is similar to the oil situation in April 2020. The market has priced the current macro environment to the extreme, and the possibility of reversal in the future is high.</p><p>At present, inflation remains high, and the Federal Reserve is aggressively tightening, which should push up interest rates. But even assuming the Fed rate hike to 4.8% stops, the ten-year US Treasury yields equilibrium price is just 3.2%, and the market is already pricing nearly 100bp above the equilibrium price.</p><p>Looking ahead, it is a foregone conclusion that the US economy will enter a recession, and the economic slowdown will bring a significant improvement in inflation. We believe that the sharp decline in US Treasury yields is also a high probability event. However, if you bargain-hunting U.S. debt in October, you will also suffer more losses.</p><p>In the past two months, our forecast of the trend of the U.S. debt market has been greatly biased, but with reference to the experience of 2020,<b>We believe it is not advisable to follow the trend too much and ignore the signals of fundamental analysis.</b></p><p>Chart: Assuming the end of the Fed rate hike at 4.8%, the equilibrium price of the ten-year US Treasury yields at the end of 2022 is around 3.2%<img src=\"https://static.tigerbbs.com/833929fa8e4b3e0f1b1737570137f9a5\" tg-width=\"842\" tg-height=\"526\" referrerpolicy=\"no-referrer\"/>Source: Bloomberg, CICC Research</p><p><b>What we see right, what we see wrong, what we learn, US Treasury yields predicts</b></p><p>In December 2021, we predicted that the interest rate of U.S. bonds would rise sharply in 2022, in April 2022, we predicted that the interest rate would fluctuate in both directions, and in June, we predicted that the interest rate would fall sharply, and then turn neutral. So far, our forecast of the market situation has basically fulfilled.</p><p>However, since September, we have not predicted that the US Treasury yields will soar from 3% to 4.3%, mainly because we have not fully considered the impact of \"nonlinear\" and \"small probability\" events:</p><p>Chart: We accurately judged the upward trend in US Treasury yields starting in late 2021 and the downward trend after June 2022, but did not predict that US Treasury yields would rise above 4%<img src=\"https://static.tigerbbs.com/3e6c25f6fe73d99757f5ed5f75b075a7\" tg-width=\"833\" tg-height=\"540\" referrerpolicy=\"no-referrer\"/>Source: Bloomberg, CICC Research</p><p>First of all, the sharp upward trend in US Treasury yields is ultimately the result of the faster-than-expected growth of CPI inflation. Our forecast model for CPI is based on the statistical laws of economic data. The implicit assumption is that the leading-lag relationship of data can be extrapolated linearly according to historical laws, but the recent inflation increase exceeds the model prediction.</p><p>Secondly, we did not predict the UK policy surprise and the pension crisis. We assumed in advance that the British government's decision-making would be rational and common sense, but this assumption was challenged, and the black swan event of British policy finally washed out the US, Europe and Treasury Bond markets.</p><p>Drawing from the experience of the past two months, we believe that the \"nonlinearity\" of the post-epidemic world needs more attention. Our fundamental analysis can only draw the average path and end price of asset prices, but nonlinear events may increase the volatility of asset prices, which can completely deviate from the equilibrium price, and it takes longer to converge to the equilibrium price.</p><p><b>Therefore, while we leave our 10-year US Treasury yields downward forecast to 3% unchanged, we extend the timeline for view delivery to 2022Q4-2023Q1.</b></p><p><b>Predicting asset price needs to pay attention to new nonlinear events- -financial market risk</b></p><p>Before October, most nonlinear events pushed up the interest rate of U.S. bonds. Now there may be a kind of nonlinear event-financial market risk-that has become a force to depress the US Treasury yields. The Fed may choose to control inflation at the expense of economic growth, but it may not accept financial market disorder and financial crisis.</p><p>This rate hike cycle is faster than most rate hike cycles in history, but the current financial market is far more complex than decades ago, and some institutions and markets may have difficulty adapting to the sudden high interest rate environment.</p><p>Take the British crisis as an example. After the collapse of British debt, the leverage ratio of pension LDI investment was exposed, and the Bank of England was forced to stabilize the market with \"temporary QE\". We think markets in other countries may hide similar problems, and the policy response after financial market shocks may also be close to the BoE's choice.</p><p>At present, in addition to the problems exposed in the operation of the US debt market, we believe that the risk accumulation of high-yield corporate bonds in developed markets and sovereign bonds in emerging markets cannot be ignored. In fact, the Wall Street Journal recently reported that Fed officials have begun to pay attention to the risk of \"excessive tightening\" and may slow down rate hike at the December Fed meeting.</p><p>Although it is not a benchmark scenario, we think we need to consider the possibility of the Fed's early adjustment of rate hike and shrinking balance sheet policies in 2023. US Treasury yields may continue to fluctuate broadly in 2023, but ultimately the downside may be greater than expected.</p><p>Chart: This rate hike cycle is faster than most rate hike cycles in history<img src=\"https://static.tigerbbs.com/069d60f2e3758a0a52d29b94446fa19e\" tg-width=\"834\" tg-height=\"598\" referrerpolicy=\"no-referrer\"/>Source: Bloomberg, CICC Research</p><p>Chart: UK long-end interest rates plummet after UK announces bond purchase plan<img src=\"https://static.tigerbbs.com/5e93df97be61997498ed3e69b299ae65\" tg-width=\"836\" tg-height=\"551\" referrerpolicy=\"no-referrer\"/>Source: Bloomberg, CICC Research</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s?__biz=MzI3MDMzMjg0MA==&mid=2247601045&idx=3&sn=b8dfe84c5f8f0719e88737f5eb960664&chksm=ead1ad52dda62444336398ae14e05f0caed6de36bdc41968a79a4939945a6c3ac160344636d8&mpshare=1&scene=23&srcid=102559g8boEyr8XpemFd7AB4&sharer_sharetime=1666657418894&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd\">中金点睛</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5eb1600a275cdb440167b676a1a207e1","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzI3MDMzMjg0MA==&mid=2247601045&idx=3&sn=b8dfe84c5f8f0719e88737f5eb960664&chksm=ead1ad52dda62444336398ae14e05f0caed6de36bdc41968a79a4939945a6c3ac160344636d8&mpshare=1&scene=23&srcid=102559g8boEyr8XpemFd7AB4&sharer_sharetime=1666657418894&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130690374","content_text":"中金认为，目前美债市场可能已经接近定价“失灵”的边缘，这与2020年4月的石油形势类似，市场已经把当前宏观环境的定价打到极致，而未来形势逆转的可能性较高，美债利率大幅下行是大概率事件。文/中金大类资产研究：李昭 齐伟 杨晓卿 王汉锋美债市场流动性已接近2020年3月市场“失灵”时的水平近日十年期美债利率盘中一度越过4.3%，引发市场关注。我们认为利率定价已经明显脱离均衡价格，受到以下几个因素影响：1）债券市场流动性过差。目前美联储账户上仍有2万亿美元隔夜逆回购，市场总体不缺美元流动性。但是今年宏观政策与市场波动性太大，同时美债存量增加导致做市商交易困难，美债市场存在严重流动性问题。可以用债券定价误差来衡量流动性：把市场上所有美债的久期定价模型的定价误差汇总，这个误差越大，说明市场上的定价扭曲越严重，市场流动性越差。定价误差数据显示目前美债市场流动性已经接近2020年3月在疫情影响下市场“失灵”时的水平，当时美联储被迫介入开始“无限量QE”，恢复债券市场正常运行。目前美债市场可能已经接近定价“失灵”的边缘，即使投资者认为利率明显偏离合理价格，也不敢逆市加仓交易。图表：美债市场流动性已接近2020年3月市场“失灵”时的水平资料来源：Bloomberg，中金公司研究部图表：美联储账户上仍有2万亿美元规模隔夜逆回购资料来源：Haver Analytics，中金公司研究部图表：近期美债市场波动性过高资料来源：Bloomberg，中金公司研究部图表：期货市场预期加息终点接近5%资料来源：Bloomberg，中金公司研究部2）英国政策黑天鹅事件成为压垮全球债券市场的最后一根稻草，英国债市直接崩盘，养老金出现偿付危机，全球市场联动波及美债。受流动性偏低制约，虽然目前英国风险已经大幅缓解，美债利率并没有对基本面变化有明显反映。3）美国8-9月份CPI通胀超出预期，美联储维持鹰派表态，市场预期加息的终点一度接近5%，形成“通胀恐慌”。2022年的美债行情与2020年的石油行情有相似之处在全球大类资产中，上一个明显脱离基本面价格的资产可能是石油。2020年初受疫情冲击，石油需求大幅削减，油价断崖式下跌。由于石油是具有确定工业价值的资源品，并且疫情的负面冲击终将过去，只要下跌幅度足够大，理应提供确定性上涨机会。2020年3月，市场定价已把当时的困境演绎到极致，而未来形势反转又无悬念，因此投资者选择在油价低位“抄底”。但意外发生，储油能力出现暂时性短缺，交割机制导致油价彻底脱离基本面，WTI石油期货价格4月份跌至-37美元每桶，给投资者造成损失。事后来看，选择在2020年3-4月抄底石油的投资者对基本面的判断完全正确，未来2年油价从负数快速上涨到130美元，是全球大类资产中表现最亮眼的资产。如果在4月份承受损失后放弃基本面分析，会错过这波十年一遇的石油超级周期。图表：WTI原油价格2020年一度跌至-37美元/桶资料来源：Bloomberg，中金公司研究部图表：过去两年内，石油是全球大类资产中表现最亮眼的资产（美元计价，全收益回报率）资料来源：Wind，Bloomberg，中金公司研究部2022年10月的美债形势与2020年4月的石油形势类似，市场已经把当前宏观环境的定价打到极致，而未来形势逆转的可能性较高。当前看，通胀居高不下，联储激进紧缩，理应推高利率。但即使假设联储加息至4.8%停止，十年期美债利率均衡价格也仅为3.2%，市场定价已经高于均衡价格接近100bp。往前看，美国经济进入衰退已成定局，经济放缓将带来通胀明显改善，我们认为美债利率大幅下行也是大概率事件。但是若10月份抄底美债，也会承受较多损失。过去2个月我们对美债市场走势的预测出现较大偏差，但参考2020年的经验，我们认为不宜过度追随趋势而忽视基本面分析的信号。图表：假设联储加息终点在4.8%，十年期美债利率2022年底的均衡价格在3.2%左右资料来源：Bloomberg，中金公司研究部美债利率预测，我们看对了什么，看错了什么，学到了什么我们于2021年12月预测2022年美债利率大幅上行，2022年4月预测利率双向波动，6月预测利率大幅回落，随后转为中性，至此我们对于市场形势的预测基本兑现。但9月份以来，我们没有预测到美债利率从3%骤升至4.3%，主要由于没有充分考虑“非线性”与“小概率”事件的影响：图表：我们准确判断出美债利率2021年底开始的上行趋势以及2022年6月后的回落趋势，但没有预测到美债利率冲高到4%以上资料来源：Bloomberg，中金公司研究部首先，美债利率大幅上行归根结底是CPI通胀增速超预期的结果。我们对CPI的预测模型建立在经济数据的统计规律之上，隐含假设是数据的领先滞后关系可以根据历史规律线性外推，但近期通胀上涨幅度超出模型预测。其次，我们没有预测到英国政策意外与养老金危机。我们事前假设英国政府决策会符合理性与常识，但这一假设受到挑战，英国政策黑天鹅事件最终冲垮了美欧国债市场。吸取过去两个月的经验，我们认为疫情后世界的“非线性”需要更多关注，我们的基本面分析只能得出资产价格的平均路径与终点价格，但非线性事件可能使资产价格波动增大，完全可以大幅脱离均衡价格，并且需要更长的时间收敛至均衡价格。因此，虽然我们维持十年期美债利率下行至3%的预测不变，但将观点兑现的时间延长至2022Q4-2023Q1。预测资产价格需要关注新的非线性事件——金融市场风险10月份以前，大部分的非线性事件都推高美债利率，现在可能有一类非线性事件——金融市场风险——成为压低美债利率的力量。美联储可以选择牺牲经济增长控制通胀，但是可能无法接受金融市场紊乱与金融危机。本次加息周期速度快于历史上大部分加息周期，但当前金融市场的复杂程度远远超过几十年以前，一些机构与市场可能难以适应突如其来的高利率环境。以英国危机为例，在英债崩盘后，暴露了养老金LDI投资的杠杆率问题，英国央行也被迫选择以“暂时性QE”的形势稳定市场。我们认为其他国家的市场可能隐藏类似的问题，金融市场震荡后政策应对也可能接近英国央行的选择。目前除美债市场运行已经暴露问题以外，我们认为发达市场高收益公司债与新兴市场主权债的风险积累也不容忽视。事实上，近期华尔街日报报道联储官员已经开始关注“紧缩过度”风险，并有可能在12月美联储会议上放慢加息速度。尽管并非基准情景，但我们认为需要考虑美联储2023年提前调整加息与缩表政策的可能性。美债利率2023年可能继续宽幅震荡，但最终下行幅度可能超出预期。图表：本次加息周期速度快于历史上大部分加息周期资料来源：Bloomberg，中金公司研究部图表：英国宣布购债计划后英国长端利率急跌资料来源：Bloomberg，中金公司研究部","news_type":1,"symbols_score_info":{".DJI":0.9,"ZNmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989743527,"gmtCreate":1666097641270,"gmtModify":1676537705341,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105499377423240","idStr":"4105499377423240"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989743527","repostId":"662077932","repostType":1,"repost":{"id":662077932,"gmtCreate":1666097363130,"gmtModify":1676537705333,"author":{"id":"3467720335878530","authorId":"3467720335878530","name":"报告财经","avatar":"https://static.tigerbbs.com/203f2436005c0b2a84a49f934dc19921","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3467720335878530","idStr":"3467720335878530"},"themes":[],"htmlText":"【報告財經｜NFT電子書初創公司Book.io獲貝塔斯曼子公司BDMI投資】10 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LIMITED(OAJ.SI)$D","images":[{"img":"https://community-static.tradeup.com/news/19ffbffa22833ef3c771a50a086cac61","width":"750","height":"1847"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9938758454","isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9933441441,"gmtCreate":1662339992784,"gmtModify":1676537039428,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105499377423240","idStr":"4105499377423240"},"themes":[],"htmlText":"Hao&nbsp;","listText":"Hao&nbsp;","text":"Hao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9933441441","repostId":"1113274619","repostType":4,"repost":{"id":"1113274619","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1662332879,"share":"https://ttm.financial/m/news/1113274619?lang=en_US&edition=fundamental","pubTime":"2022-09-05 07:07","market":"sh","language":"zh","title":"Preview this week | Apple and Huawei new product launch conference; Nio, Bilibili and other earnings reports hit","url":"https://stock-news.laohu8.com/highlight/detail?id=1113274619","media":"老虎资讯综合","summary":"本周（9.5-9.9）重磅财经事件：经济数据方面，中国8月财新服务业PMI、美国8月ISM非制造业PMI、中国8月贸易帐、中国8月外汇储备、中国8月CPI等陆续公布。央行动态方面，在美联储会议静默期前","content":"<p><html><head></head><body><b>Blockbuster financial events this week (9.5-9.9):</b></p><p>In terms of economic data, China's Caixin service PMI in August, the US ISM non-manufacturing PMI in August, China's trade balance in August, China's foreign exchange reserves in August and China's CPI in August were released one after another. In terms of central bank dynamics, before the silent period of the Federal Reserve meeting, the speeches of Cleveland Fed President Mester, Fed Vice Chairman Brainard, Fed Chairman Powell and other voting committees deserve investors' attention. In terms of financial reports, Nio Automobile, Game Station, Bilibili, Tiger Securities, etc. are worth paying attention to. In terms of events, Apple will hold its autumn conference at 1 a.m. Beijing time on Thursday. In addition, U.S. stocks were closed on Monday due to the holiday. For Hong Kong stocks, the changes in the constituent stocks of the Hang Seng Index series took effect on Monday.<b>Monday, September 5th Keywords: U.S. stocks are closed, Hang Seng Index quarterly inspection takes effect, China's August Caixin service industry PMI, Hongjiu fruit listing</b><img src=\"https://static.tigerbbs.com/97c99961a1698c28ac54a3aebfcf2503\" tg-width=\"771\" tg-height=\"190\" referrerpolicy=\"no-referrer\"/><b>Monday is Labor Day, and U.S. stocks are closed for one day. For Hong Kong stocks, the changes in constituent stocks of the Hang Seng Index series became effective on that date.</b></p><p><b>In terms of economic data,</b>China will announce the Caixin Services PMI for August.</p><p>In July, Caixin China's General Services Operating Activity Index (Services PMI) was 55.5, up 1.0 percentage points from June, in the expansion range for the second consecutive month, and reached a new high since May 2021. The prosperity of the service industry continues to rise, indicating that the recovery rate of the service industry is accelerating. The service industry is the biggest absorber of employment. Caixin Service Industry Employment Index, which once fell to the contraction range in June, returned to above the boom-bust line in July. Previously, the official service industry PMI employee index also rebounded, which all indicated that the employment situation continued to improve under the background of market demand expansion.<b>In terms of new shares,</b><a href=\"https://laohu8.com/S/06689\">Hongjiu Fruit</a>Listed on the Hong Kong stock market. According to CIC, the Company is the largest distributor of durian and one of the top five distributors of dragon fruit, mangosteen and longan in China in terms of sales revenue in 2021.</p><p><b>Tuesday, Sept. 6 KEYWORDS: August ISM non-manufacturing PMI, Huawei Mate 50 series release</b></p><p><img src=\"https://static.tigerbbs.com/2040b28553b3dcbf542d1b601ff1c96d\" tg-width=\"773\" tg-height=\"160\" referrerpolicy=\"no-referrer\"/><b>On Tuesday, in terms of economic data,</b>The United States will announce the final value of Markit service PMI in August and ISM non-manufacturing PMI in August.</p><p>In July, the final value of Markit services PMI in the United States recorded 47.3, falling below the boom-bust line and a new low since July 2020. Chris Williamson, chief business economist of S&P Global Market Intelligence, commented that the U.S. economic situation deteriorated significantly in July, and business activities in manufacturing and service industries were declining. Excluding the months in which the stay-at-home policy was introduced in response to the pandemic, the overall output decline was the biggest since the global financial crisis, suggesting that the economy is likely to contract for a third consecutive quarter.<b>In terms of financial report,</b><a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>And<a href=\"https://laohu8.com/S/LITB\">Lanting gathering potential</a>Results will be announced.</p><p><b>In terms of events,</b>The Huawei Mate 50 series will be officially released on September 6th. Yu Chengdong, managing director of Huawei, said recently that in the upcoming Mate50 series, Huawei will make another breakthrough in communication technology-a technology that will break the sky upward.</p><p>According to media reports, Ming-Chi Guo, a well-known TMT industry analyst, once broke the news that Huawei's so-called upward-breaking technology means that the Mate 50 series will support satellite communication and provide emergency SMS services.<b>Wednesday, September 7th KEYWORDS: China's August trade balance, Nio/Game Station earnings, Cleveland Fed President Mester/Fed Vice President Brainard speaks</b><img src=\"https://static.tigerbbs.com/78c17780cbbfb5845e16c3b877b98551\" tg-width=\"775\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/>On Wednesday, in terms of economic data, China will release its August trade balance, China's August trade balance in dollars and China's August foreign exchange reserves.</p><p>According to the data released by the General Administration of Customs on August 7th, in the first seven months, China's total import and export value was 23.6 trillion yuan, a year-on-year increase of 10.4%. In July, China's total import and export value was 3.81 trillion yuan, a year-on-year increase of 16.6%. Among them, exports were 2.25 trillion yuan, an increase of 23.9%; Imports amounted to 1.56 trillion yuan, an increase of 7.4%; The trade surplus was 682.69 billion yuan, an increase of 90.9%. According to data released by the State Administration of Foreign Exchange, as of the end of July 2022, China's foreign exchange reserves amounted to US$3,104.1 billion, an increase of US$32.8 billion or 1.07% from the end of June. Driven by factors such as exchange rate conversion and asset price changes, the scale of foreign exchange reserves increased in July. In addition, the US trade balance and global supply chain pressure index in July deserve attention.</p><p>Global supply chain pressures fell to their lowest level since January 2021 in July as port congestion and other hurdles eased, according to the New York Fed's Global Supply Issues Index, which is now down more than 50% from its record high in December but still well above pre-pandemic levels.<b>In terms of financial report,</b><a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/GTLB\">Gitlab</a>、<a href=\"https://laohu8.com/S/TIGR\">Upward Raycom</a>The results will be announced before the U.S. stock market;<a href=\"https://laohu8.com/S/GME\">Game Station</a>Earnings will be released after hours.</p><p><b>In terms of the dynamics of the Federal Reserve, you can pay attention to:</b></p><p><ul><li>Mester, the 2022 FOMC voting committee and Cleveland Fed President, spoke on the U.S. economy and monetary policy.</p><p></li><li>Federal Reserve Vice Chairman Brainard delivers a speech.</p><p></li></ul><b>Thursday, September 8th KEYWORDS: Apple Fall Conference, Beige Book of Federal Reserve Economic Conditions, Powell Speech, Bilibili Earnings</b><img src=\"https://static.tigerbbs.com/59c19c77b90e9c03bb32a9088808920a\" tg-width=\"772\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/><b>On Thursday,</b>Investors who pay attention to commodities can pay attention to the monthly short-term energy outlook report of the U.S. Energy Information Administration (EIA), which will cover the supply and demand of crude oil, gasoline and other energy sources.</p><p><b>One of the highlights of the day was Apple's autumn conference at 1 a.m. Beijing time on Thursday.</b></p><p>Speculation is that Apple will release a new iPhone. Apple is expected to release four new iPhones, including the iPhone 14, iPhone 14 Max, iPhone 14 Pro, and iPhone 14 Pro Max. Apple may also launch new Apple Watches and AirPods, and Apple is also preparing new Macs and iPads, but those new products will sometimes be announced at another event in October.<b>In terms of the dynamics of the Federal Reserve, you can pay attention to:</b></p><p><ul><li>Federal Reserve Releases Beige Book on Economic Conditions. The Federal Reserve releases the Beige Book eight times a year, and through regional reserve banks, it makes a thorough look at the economic situation in the United States. The report is an important reference for the Federal Reserve's regular monetary policy meeting. The Fed will hold its next monetary policy meeting on September 20th-21st.</p><p></li><li>Federal Reserve Vice Chairman Brainard speaks on the outlook for the U.S. economy.</p><p></li><li>Federal Reserve Chairman Powell participates in a conference on monetary policy hosted by the Cato Institute.</p><p></li></ul><b>In terms of financial report,</b><a href=\"https://laohu8.com/S/BILI\">Bilibili</a>And<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>Results will be announced.</p><p><b>Friday, September 9 KEYWORDS: China's August CPI annual rate, Chicago Fed President Evans speaks</b><img src=\"https://static.tigerbbs.com/c146d379f53f0c026ae4d928fcb0711d\" tg-width=\"779\" tg-height=\"202\" referrerpolicy=\"no-referrer\"/><b>On Friday, in terms of economic data,</b>Investors can focus on China's annual CPI rate in August and the annual M2 money supply rate in August.</p><p>According to the data released by the National Bureau of Statistics, in July, the national consumer price index (CPI) rose by 0.5% from the previous month; It increased by 2.7% year-on-year. Although the increase increased by 0.2 percentage points over the previous month, the overall increase was still within a reasonable range. Dong Lijuan, a senior statistician in the Urban Department of the National Bureau of Statistics, said that in July, due to the rising prices of pork, fresh vegetables and other foods and seasonal factors, CPI turned from flat to higher month-on-month, and the year-on-year increase expanded slightly.<b>In terms of Fed dynamics,</b>Watch for the 2023 FOMC voting committee and Chicago Fed President Evans to speak on the economy.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Preview this week | Apple and Huawei new product launch conference; Nio, Bilibili and other earnings reports hit</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPreview this week | Apple and Huawei new product launch conference; Nio, Bilibili and other earnings reports hit\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-09-05 07:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Blockbuster financial events this week (9.5-9.9):</b></p><p>In terms of economic data, China's Caixin service PMI in August, the US ISM non-manufacturing PMI in August, China's trade balance in August, China's foreign exchange reserves in August and China's CPI in August were released one after another. In terms of central bank dynamics, before the silent period of the Federal Reserve meeting, the speeches of Cleveland Fed President Mester, Fed Vice Chairman Brainard, Fed Chairman Powell and other voting committees deserve investors' attention. In terms of financial reports, Nio Automobile, Game Station, Bilibili, Tiger Securities, etc. are worth paying attention to. In terms of events, Apple will hold its autumn conference at 1 a.m. Beijing time on Thursday. In addition, U.S. stocks were closed on Monday due to the holiday. For Hong Kong stocks, the changes in the constituent stocks of the Hang Seng Index series took effect on Monday.<b>Monday, September 5th Keywords: U.S. stocks are closed, Hang Seng Index quarterly inspection takes effect, China's August Caixin service industry PMI, Hongjiu fruit listing</b><img src=\"https://static.tigerbbs.com/97c99961a1698c28ac54a3aebfcf2503\" tg-width=\"771\" tg-height=\"190\" referrerpolicy=\"no-referrer\"/><b>Monday is Labor Day, and U.S. stocks are closed for one day. For Hong Kong stocks, the changes in constituent stocks of the Hang Seng Index series became effective on that date.</b></p><p><b>In terms of economic data,</b>China will announce the Caixin Services PMI for August.</p><p>In July, Caixin China's General Services Operating Activity Index (Services PMI) was 55.5, up 1.0 percentage points from June, in the expansion range for the second consecutive month, and reached a new high since May 2021. The prosperity of the service industry continues to rise, indicating that the recovery rate of the service industry is accelerating. The service industry is the biggest absorber of employment. Caixin Service Industry Employment Index, which once fell to the contraction range in June, returned to above the boom-bust line in July. Previously, the official service industry PMI employee index also rebounded, which all indicated that the employment situation continued to improve under the background of market demand expansion.<b>In terms of new shares,</b><a href=\"https://laohu8.com/S/06689\">Hongjiu Fruit</a>Listed on the Hong Kong stock market. According to CIC, the Company is the largest distributor of durian and one of the top five distributors of dragon fruit, mangosteen and longan in China in terms of sales revenue in 2021.</p><p><b>Tuesday, Sept. 6 KEYWORDS: August ISM non-manufacturing PMI, Huawei Mate 50 series release</b></p><p><img src=\"https://static.tigerbbs.com/2040b28553b3dcbf542d1b601ff1c96d\" tg-width=\"773\" tg-height=\"160\" referrerpolicy=\"no-referrer\"/><b>On Tuesday, in terms of economic data,</b>The United States will announce the final value of Markit service PMI in August and ISM non-manufacturing PMI in August.</p><p>In July, the final value of Markit services PMI in the United States recorded 47.3, falling below the boom-bust line and a new low since July 2020. Chris Williamson, chief business economist of S&P Global Market Intelligence, commented that the U.S. economic situation deteriorated significantly in July, and business activities in manufacturing and service industries were declining. Excluding the months in which the stay-at-home policy was introduced in response to the pandemic, the overall output decline was the biggest since the global financial crisis, suggesting that the economy is likely to contract for a third consecutive quarter.<b>In terms of financial report,</b><a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>And<a href=\"https://laohu8.com/S/LITB\">Lanting gathering potential</a>Results will be announced.</p><p><b>In terms of events,</b>The Huawei Mate 50 series will be officially released on September 6th. Yu Chengdong, managing director of Huawei, said recently that in the upcoming Mate50 series, Huawei will make another breakthrough in communication technology-a technology that will break the sky upward.</p><p>According to media reports, Ming-Chi Guo, a well-known TMT industry analyst, once broke the news that Huawei's so-called upward-breaking technology means that the Mate 50 series will support satellite communication and provide emergency SMS services.<b>Wednesday, September 7th KEYWORDS: China's August trade balance, Nio/Game Station earnings, Cleveland Fed President Mester/Fed Vice President Brainard speaks</b><img src=\"https://static.tigerbbs.com/78c17780cbbfb5845e16c3b877b98551\" tg-width=\"775\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/>On Wednesday, in terms of economic data, China will release its August trade balance, China's August trade balance in dollars and China's August foreign exchange reserves.</p><p>According to the data released by the General Administration of Customs on August 7th, in the first seven months, China's total import and export value was 23.6 trillion yuan, a year-on-year increase of 10.4%. In July, China's total import and export value was 3.81 trillion yuan, a year-on-year increase of 16.6%. Among them, exports were 2.25 trillion yuan, an increase of 23.9%; Imports amounted to 1.56 trillion yuan, an increase of 7.4%; The trade surplus was 682.69 billion yuan, an increase of 90.9%. According to data released by the State Administration of Foreign Exchange, as of the end of July 2022, China's foreign exchange reserves amounted to US$3,104.1 billion, an increase of US$32.8 billion or 1.07% from the end of June. Driven by factors such as exchange rate conversion and asset price changes, the scale of foreign exchange reserves increased in July. In addition, the US trade balance and global supply chain pressure index in July deserve attention.</p><p>Global supply chain pressures fell to their lowest level since January 2021 in July as port congestion and other hurdles eased, according to the New York Fed's Global Supply Issues Index, which is now down more than 50% from its record high in December but still well above pre-pandemic levels.<b>In terms of financial report,</b><a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/GTLB\">Gitlab</a>、<a href=\"https://laohu8.com/S/TIGR\">Upward Raycom</a>The results will be announced before the U.S. stock market;<a href=\"https://laohu8.com/S/GME\">Game Station</a>Earnings will be released after hours.</p><p><b>In terms of the dynamics of the Federal Reserve, you can pay attention to:</b></p><p><ul><li>Mester, the 2022 FOMC voting committee and Cleveland Fed President, spoke on the U.S. economy and monetary policy.</p><p></li><li>Federal Reserve Vice Chairman Brainard delivers a speech.</p><p></li></ul><b>Thursday, September 8th KEYWORDS: Apple Fall Conference, Beige Book of Federal Reserve Economic Conditions, Powell Speech, Bilibili Earnings</b><img src=\"https://static.tigerbbs.com/59c19c77b90e9c03bb32a9088808920a\" tg-width=\"772\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/><b>On Thursday,</b>Investors who pay attention to commodities can pay attention to the monthly short-term energy outlook report of the U.S. Energy Information Administration (EIA), which will cover the supply and demand of crude oil, gasoline and other energy sources.</p><p><b>One of the highlights of the day was Apple's autumn conference at 1 a.m. Beijing time on Thursday.</b></p><p>Speculation is that Apple will release a new iPhone. Apple is expected to release four new iPhones, including the iPhone 14, iPhone 14 Max, iPhone 14 Pro, and iPhone 14 Pro Max. Apple may also launch new Apple Watches and AirPods, and Apple is also preparing new Macs and iPads, but those new products will sometimes be announced at another event in October.<b>In terms of the dynamics of the Federal Reserve, you can pay attention to:</b></p><p><ul><li>Federal Reserve Releases Beige Book on Economic Conditions. The Federal Reserve releases the Beige Book eight times a year, and through regional reserve banks, it makes a thorough look at the economic situation in the United States. The report is an important reference for the Federal Reserve's regular monetary policy meeting. The Fed will hold its next monetary policy meeting on September 20th-21st.</p><p></li><li>Federal Reserve Vice Chairman Brainard speaks on the outlook for the U.S. economy.</p><p></li><li>Federal Reserve Chairman Powell participates in a conference on monetary policy hosted by the Cato Institute.</p><p></li></ul><b>In terms of financial report,</b><a href=\"https://laohu8.com/S/BILI\">Bilibili</a>And<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>Results will be announced.</p><p><b>Friday, September 9 KEYWORDS: China's August CPI annual rate, Chicago Fed President Evans speaks</b><img src=\"https://static.tigerbbs.com/c146d379f53f0c026ae4d928fcb0711d\" tg-width=\"779\" tg-height=\"202\" referrerpolicy=\"no-referrer\"/><b>On Friday, in terms of economic data,</b>Investors can focus on China's annual CPI rate in August and the annual M2 money supply rate in August.</p><p>According to the data released by the National Bureau of Statistics, in July, the national consumer price index (CPI) rose by 0.5% from the previous month; It increased by 2.7% year-on-year. Although the increase increased by 0.2 percentage points over the previous month, the overall increase was still within a reasonable range. Dong Lijuan, a senior statistician in the Urban Department of the National Bureau of Statistics, said that in July, due to the rising prices of pork, fresh vegetables and other foods and seasonal factors, CPI turned from flat to higher month-on-month, and the year-on-year increase expanded slightly.<b>In terms of Fed dynamics,</b>Watch for the 2023 FOMC voting committee and Chicago Fed President Evans to speak on the economy.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113274619","content_text":"本周（9.5-9.9）重磅财经事件：经济数据方面，中国8月财新服务业PMI、美国8月ISM非制造业PMI、中国8月贸易帐、中国8月外汇储备、中国8月CPI等陆续公布。央行动态方面，在美联储会议静默期前，克利夫兰联储主席梅斯特、美联储副主席布雷纳德、美联储主席鲍威尔等票委讲话值得投资者重点关注。财报方面，值得关注的有蔚来汽车、游戏驿站、哔哩哔哩、老虎证券等。事件方面，苹果将于北京时间周四凌晨1点举行秋季发布会。此外，受节日影响，周一美股休市。港股方面，恒生指数系列成份股变动周一生效。9月5日 周一关键词：美股休市、恒指季检生效、中国8月财新服务业PMI、洪九果品上市周一是美国劳工节，美股休市一日。港股方面，恒生指数系列的成份股变动于当日生效。经济数据方面，中国将公布8月财新服务业PMI。7月财新中国通用服务业经营活动指数（服务业PMI）为55.5，较6月上升1.0个百分点，连续第二个月位于扩张区间，并且创2021年5月以来新高。服务业景气度继续上升，显示服务业恢复速度加快。服务业是就业最大吸纳器。6月份一度跌落至收缩区间的财新服务业就业指数，7月份重回荣枯线以上。此前官方服务业PMI从业人员指数亦出现回升，这些都表明市场需求扩张背景下，就业状况持续改善。新股方面，洪九果品在港股上市。根据灼识咨询，按2021年的销售收入计，公司是中国最大的榴莲分销商，以及火龙果、山竹及龙眼的前五大分销商之一。9月6日 周二关键词：8月ISM非制造业PMI、华为Mate 50系列发布周二，经济数据方面，美国将公布8月Markit服务业PMI终值、8月ISM非制造业PMI。美国7月Markit服务业PMI终值录得47.3，跌破荣枯线，为2020年7月以来新低。标普全球市场情报首席商业经济学家Chris Williamson对此评价称，美国经济状况在7月份显著恶化，制造业和服务业的商业活动都在下降。排除为应对疫情实行居家政策的月份，整体产出降幅是全球金融危机以来最大的，这表明经济很有可能连续第三个季度萎缩。财报方面，金山云和兰亭集势将公布业绩。事件方面，华为Mate 50系列将于9月6日正式发布。华为常务董事余承东日前表示，在即将发布的Mate50系列上，华为将在通讯技术上再有突破——向上捅破天的技术。据媒体报道，知名TMT行业分析师郭明錤曾爆料，华为所谓向上捅破天的技术，是指Mate 50系列将支持卫星通信，提供紧急短信服务。9月7日 周三关键词：中国8月贸易帐、蔚来/游戏驿站财报、克利夫兰联储主席梅斯特/美联储副主席布雷纳德发言周三，经济数据方面，中国将公布8月贸易帐、中国8月以美元计算贸易帐、中国8月外汇储备。海关总署8月7日公布的数据显示，前7个月，我国进出口总值23.6万亿元，同比增长10.4%。7月份，我国进出口总值3.81万亿元，同比增长16.6%。其中，出口2.25万亿元，增长23.9%；进口1.56万亿元，增长7.4%；贸易顺差6826.9亿元，扩大90.9%。国家外汇管理局公布的数据显示，截至2022年7月末，我国外汇储备规模为31041亿美元，较6月末上升328亿美元，升幅为1.07%。在汇率折算、资产价格变化等因素综合推动下，7月外汇储备规模上升。此外，美国7月贸易帐及全球供应链压力指数值得关注。纽约联储发布的全球供应问题指数报告称，随着港口拥堵和其他障碍的缓解，7月份全球供应链压力降至2021年1月以来的最低水平，该指数目前比去年12月的创纪录高点下降了50%以上，但仍远高于疫情前的水平。财报方面，蔚来、Gitlab、向上融科将于美股盘前公布业绩；游戏驿站将于盘后发布财报。美联储动态方面，可留意：2022年FOMC票委、克利夫兰联储主席梅斯特就美国经济和货币政策发表讲话。美联储副主席布雷纳德发表讲话。9月8日 周四关键词：苹果秋季发布会、美联储经济状况褐皮书、鲍威尔讲话、B站财报周四，关注大宗商品的投资者可留意，美国能源信息署(EIA)的月度短期能源展望报告，其中将涉及原油、汽油等能源的供需情况。当日的一大看点是北京时间周四凌晨1点的苹果秋季发布会。外界猜测，苹果将发布新款iPhone。预计苹果将发布四款新的iPhone，包括iPhone 14、iPhone 14 Max、iPhone 14 Pro和iPhone 14 Pro Max。苹果还可能推出新的Apple Watch和AirPods，苹果也在准备新的Mac电脑和iPad，但这些新产品有时会在10月份的另一场活动中发布。美联储动态方面，可留意：美联储公布经济状况褐皮书。美联储每年发布8次褐皮书，通过地区储备银行对全美经济形势进行摸底。该报告是美联储货币政策例会的重要参考资料。美联储将于9月20日-21日召开下一次货币政策会议。美联储副主席布雷纳德就美国经济前景发表讲话。美联储主席鲍威尔参加卡托研究所举办的有关货币政策的会议。财报方面，哔哩哔哩和高途将公布业绩。9月9日 周五关键词：中国8月CPI年率、芝加哥联储主席埃文斯讲话周五，经济数据方面，投资者可重点关注中国8月CPI年率及8月M2货币供应年率。国家统计局发布数据显示，7月份，全国居民消费价格指数（CPI）环比由上月持平转为上涨0.5%；同比上涨2.7%，涨幅虽比上月扩大0.2个百分点，但总体仍运行在合理区间。国家统计局城市司高级统计师董莉娟表示，7月份，受猪肉、鲜菜等食品价格上涨及季节性因素影响，CPI环比由平转涨，同比涨幅略有扩大。美联储动态方面，可留意2023年FOMC票委、芝加哥联储主席埃文斯就经济发表讲话。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933446513,"gmtCreate":1662340109632,"gmtModify":1676537039481,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105499377423240","idStr":"4105499377423240"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/IMPP\">$Imperial Petroleum Inc(IMPP)$</a>Zhang&nbsp;","listText":"<a href=\"https://ttm.financial/S/IMPP\">$Imperial Petroleum Inc(IMPP)$</a>Zhang&nbsp;","text":"$Imperial Petroleum Inc(IMPP)$Zhang","images":[{"img":"https://community-static.tradeup.com/news/129fdd2a1386e2a3d3793ede003fca0e","width":"640","height":"2024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933446513","isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9034069898,"gmtCreate":1647736678027,"gmtModify":1676534261254,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105499377423240","idStr":"4105499377423240"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034069898","repostId":"2220018708","repostType":4,"repost":{"id":"2220018708","kind":"news","pubTimestamp":1647645660,"share":"https://ttm.financial/m/news/2220018708?lang=en_US&edition=fundamental","pubTime":"2022-03-19 07:21","market":"us","language":"zh","title":"Gurman: Apple Didn't Work With Porsche On Cars","url":"https://stock-news.laohu8.com/highlight/detail?id=2220018708","media":"智通财经","summary":"【Gurman：苹果没有和保时捷在汽车上合作】据报道，德国汽车制造商保时捷的CEO在今日的年度新闻发布会上表示，已与苹果公司讨论了合作项目。保时捷CEO Oliver Blume表示，该公司已与苹果公...","content":"<p><html><head></head><body>The CEO of German carmaker Porsche reportedly said at its annual press conference today that it had<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company discussed cooperation projects. Porsche CEO Oliver Blume said the company had discussed \"exciting joint projects\" with Apple but had not decided whether to proceed. Regarding this matter, netizens have speculated whether Apple will cooperate with Porsche to produce its own Apple Car. Mark Gurman revealed that he has not seen any signs of cooperation between Apple and Porsche in the field of Car manufacturing at least so far. Apple cars he knows include using iPhone to control air conditioners, seats, radios and other on-board devices.</p><p></body></html></p>","source":"stock_eastmoney","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>Gurman: Apple Didn't Work With Porsche On Cars</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGurman: Apple Didn't Work With Porsche On Cars\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-03-19 07:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The CEO of German carmaker Porsche reportedly said at its annual press conference today that it had<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company discussed cooperation projects. Porsche CEO Oliver Blume said the company had discussed \"exciting joint projects\" with Apple but had not decided whether to proceed. Regarding this matter, netizens have speculated whether Apple will cooperate with Porsche to produce its own Apple Car. Mark Gurman revealed that he has not seen any signs of cooperation between Apple and Porsche in the field of Car manufacturing at least so far. Apple cars he knows include using iPhone to control air conditioners, seats, radios and other on-board devices.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://global.eastmoney.com/a/202203192315828649.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"BK4501":"段永平概念","BK4527":"明星科技股","AAPL":"苹果","BK4571":"数字音乐概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4576":"AR","BK4566":"资本集团","BK4575":"芯片概念","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4515":"5G概念","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4505":"高瓴资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4553":"喜马拉雅资本持仓","BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","BK4512":"苹果概念"},"source_url":"http://global.eastmoney.com/a/202203192315828649.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220018708","content_text":"据报道，德国汽车制造商保时捷的CEO在今日的年度新闻发布会上表示，已与苹果公司讨论了合作项目。保时捷CEO Oliver Blume表示，该公司已与苹果公司讨论了“令人兴奋的共同项目”，但尚未决定是否继续进行。对于这件事，网友纷纷猜测苹果是不是要跟保时捷合作生产自己的Apple Car，而MarkGurman透露称，他至少目前没有看到过苹果跟保时捷在造车领域进行合作的迹象，他所了解的苹果汽车包括：使用iPhone控制空调、座椅、收音机等车载设备。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":1385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967204469,"gmtCreate":1670329975452,"gmtModify":1676538345135,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105499377423240","idStr":"4105499377423240"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$胜科海事(S51.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$胜科海事(S51.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$胜科海事(S51.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967204469","isVote":1,"tweetType":1,"viewCount":2644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965329266,"gmtCreate":1669898080856,"gmtModify":1676538265678,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105499377423240","idStr":"4105499377423240"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$胜科海事(S51.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$胜科海事(S51.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$胜科海事(S51.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965329266","isVote":1,"tweetType":1,"viewCount":2936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962552121,"gmtCreate":1669813605063,"gmtModify":1676538248513,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105499377423240","idStr":"4105499377423240"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$胜科海事(S51.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$胜科海事(S51.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$胜科海事(S51.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962552121","isVote":1,"tweetType":1,"viewCount":2371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984587839,"gmtCreate":1667693188621,"gmtModify":1676537951703,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105499377423240","idStr":"4105499377423240"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984587839","repostId":"2281632990","repostType":4,"isVote":1,"tweetType":1,"viewCount":2584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}