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YMlB
2023-01-26
Thanks
Alibaba: Shorts Are Backing Out
YMlB
2023-01-31
Mobile phone internet has taken a big part business of the cake I'm afraid.
英特尔四季度收入2016年来最低,指引堪称“灾难”,盘后大跌逾9%
YMlB
2023-01-26
Anyone can tell me what's happening to MMV, please? Why it's keep falling down?
MultiMetaVerse Shares Drop 10% After Thursday Rise, News
YMlB
2023-09-13
Anybody knows any particular reasons that a sharp fall ? thanks
Grab Stock Drops Nearly 7% After Hours
YMlB
2023-02-25
It's so worrying
开盘 | 美股大幅低开,哔哩哔哩跌逾6%
YMlB
2023-01-12
Good to know
华尔街坚信:欧元的反弹才刚刚开始
Go to Tiger App to see more news
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knows any particular reasons that a sharp fall ? thanks ","listText":"Anybody knows any particular reasons that a sharp fall ? thanks ","text":"Anybody knows any particular reasons that a sharp fall ? thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219311426674792","repostId":"1175646820","repostType":4,"repost":{"id":"1175646820","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1694565374,"share":"https://ttm.financial/m/news/1175646820?lang=&edition=fundamental","pubTime":"2023-09-13 08:36","market":"us","language":"en","title":"Grab Stock Drops Nearly 7% After Hours","url":"https://stock-news.laohu8.com/highlight/detail?id=1175646820","media":"Tiger Newspress","summary":"Grab stock drops nearly 7% after hours. ","content":"<html><head></head><body><p>Grab stock dropped nearly 7% after hours Tuesday. Grab’s rival Ryde's files for a US$17 million IPO on NYSE may be the reason for its stock decline.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfcb4568774ed141b60b30f1f6c716fb\" title=\"\" tg-width=\"855\" tg-height=\"618\"/></p><p style=\"text-align: start;\">Singapore-based ride-hailing company Ryde is seeking to list on the New York Stock Exchange (NYSE).</p><p style=\"text-align: start;\">In a preliminary prospectus lodged on Aug 31, the home-grown startup indicated it intended to raise up to US$17 million in an initial public offering (IPO), with no pricing terms disclosed. New York-based investment bank Maxim Group is the sole bookrunner on the deal.</p><p style=\"text-align: start;\">Founded in 2014, the ride-hailing platform differentiated itself by focusing on its carpooling service. It also envisioned becoming a “super mobility app”, offering multiple mobility tools through a single app, according to the prospectus.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab Stock Drops Nearly 7% After Hours</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab Stock Drops Nearly 7% After Hours\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-09-13 08:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Grab stock dropped nearly 7% after hours Tuesday. Grab’s rival Ryde's files for a US$17 million IPO on NYSE may be the reason for its stock decline.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfcb4568774ed141b60b30f1f6c716fb\" title=\"\" tg-width=\"855\" tg-height=\"618\"/></p><p style=\"text-align: start;\">Singapore-based ride-hailing company Ryde is seeking to list on the New York Stock Exchange (NYSE).</p><p style=\"text-align: start;\">In a preliminary prospectus lodged on Aug 31, the home-grown startup indicated it intended to raise up to US$17 million in an initial public offering (IPO), with no pricing terms disclosed. New York-based investment bank Maxim Group is the sole bookrunner on the deal.</p><p style=\"text-align: start;\">Founded in 2014, the ride-hailing platform differentiated itself by focusing on its carpooling service. It also envisioned becoming a “super mobility app”, offering multiple mobility tools through a single app, according to the prospectus.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175646820","content_text":"Grab stock dropped nearly 7% after hours Tuesday. Grab’s rival Ryde's files for a US$17 million IPO on NYSE may be the reason for its stock decline.Singapore-based ride-hailing company Ryde is seeking to list on the New York Stock Exchange (NYSE).In a preliminary prospectus lodged on Aug 31, the home-grown startup indicated it intended to raise up to US$17 million in an initial public offering (IPO), with no pricing terms disclosed. New York-based investment bank Maxim Group is the sole bookrunner on the deal.Founded in 2014, the ride-hailing platform differentiated itself by focusing on its carpooling service. It also envisioned becoming a “super mobility app”, offering multiple mobility tools through a single app, according to the prospectus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957239125,"gmtCreate":1677261083667,"gmtModify":1677261088579,"author":{"id":"4130496531861782","authorId":"4130496531861782","name":"YMlB","avatar":"https://community-static.tradeup.com/news/a6ff366154731ed4b463f53e37785e66","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4130496531861782","authorIdStr":"4130496531861782"},"themes":[],"htmlText":"It's so worrying ","listText":"It's so worrying ","text":"It's so worrying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957239125","repostId":"1176583489","repostType":4,"repost":{"id":"1176583489","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":1677249033,"share":"https://ttm.financial/m/news/1176583489?lang=&edition=fundamental","pubTime":"2023-02-24 22:30","market":"us","language":"zh","title":"开盘 | 美股大幅低开,哔哩哔哩跌逾6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1176583489","media":"老虎资讯综合","summary":"2月24日,美股大幅低开,道指跌1.02%,纳指跌1.61%,标普500指数跌1.22%。热门中概股走低,纳斯达克中国金龙指数跌2.6%,哔哩哔哩跌逾6%,百度跌5%,阿里巴巴、京东跌逾4%。波音跌近","content":"<html><head></head><body><p>2月24日,美股大幅低开,道指跌1.02%,纳指跌1.61%,标普500指数跌1.22%。</p><p><img src=\"https://static.tigerbbs.com/46753dcc147461343575a1f1acfb4f5a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>热门中概股走低,纳斯达克中国金龙指数跌2.6%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌逾6%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌5%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>跌逾4%。</p><p><a href=\"https://laohu8.com/S/BA\">波音</a>跌近4%,美国联邦航空管理局表示,因发现对一个部件的“分析”存在问题,波音停止交付787梦幻客机。</p><p>Adobe跌近6%,美国司法部计划提起反垄断诉讼,旨在阻止Adobe以200亿美元收购云计算网络平台开发商Figma的计划。</p><p>Beyond Meat涨近12%,2022年Q4营收高于市场预期。</p><p>Opendoor跌近10%,2022年Q4营收同比下降25.25%。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>开盘 | 美股大幅低开,哔哩哔哩跌逾6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n开盘 | 美股大幅低开,哔哩哔哩跌逾6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-02-24 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月24日,美股大幅低开,道指跌1.02%,纳指跌1.61%,标普500指数跌1.22%。</p><p><img src=\"https://static.tigerbbs.com/46753dcc147461343575a1f1acfb4f5a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>热门中概股走低,纳斯达克中国金龙指数跌2.6%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌逾6%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌5%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>跌逾4%。</p><p><a href=\"https://laohu8.com/S/BA\">波音</a>跌近4%,美国联邦航空管理局表示,因发现对一个部件的“分析”存在问题,波音停止交付787梦幻客机。</p><p>Adobe跌近6%,美国司法部计划提起反垄断诉讼,旨在阻止Adobe以200亿美元收购云计算网络平台开发商Figma的计划。</p><p>Beyond Meat涨近12%,2022年Q4营收高于市场预期。</p><p>Opendoor跌近10%,2022年Q4营收同比下降25.25%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".IXIC":"NASDAQ Composite","BK4504":"桥水持仓",".SPX":"S&P 500 Index","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","BK4510":"在线教育","BK4554":"元宇宙及AR概念","BILI":"哔哩哔哩","BK4588":"碎股","BK4531":"中概回港概念","BK1104":"互动家庭娱乐","SG9999001051.SGD":"United Asia Fund SGD","SG9999006597.SGD":"United China-India Dynamic Growth SGD","BK1588":"回港中概股","09626":"哔哩哔哩-W","SG9999001093.SGD":"United Greater China Fund A Acc SGD","BK4566":"资本集团","BK4577":"网络游戏","BK4526":"热门中概股","BK4503":"景林资产持仓","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","BK4505":"高瓴资本持仓",".DJI":"道琼斯","BK4085":"互动家庭娱乐"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176583489","content_text":"2月24日,美股大幅低开,道指跌1.02%,纳指跌1.61%,标普500指数跌1.22%。热门中概股走低,纳斯达克中国金龙指数跌2.6%,哔哩哔哩跌逾6%,百度跌5%,阿里巴巴、京东跌逾4%。波音跌近4%,美国联邦航空管理局表示,因发现对一个部件的“分析”存在问题,波音停止交付787梦幻客机。Adobe跌近6%,美国司法部计划提起反垄断诉讼,旨在阻止Adobe以200亿美元收购云计算网络平台开发商Figma的计划。Beyond Meat涨近12%,2022年Q4营收高于市场预期。Opendoor跌近10%,2022年Q4营收同比下降25.25%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955055633,"gmtCreate":1675098758322,"gmtModify":1676538976085,"author":{"id":"4130496531861782","authorId":"4130496531861782","name":"YMlB","avatar":"https://community-static.tradeup.com/news/a6ff366154731ed4b463f53e37785e66","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4130496531861782","authorIdStr":"4130496531861782"},"themes":[],"htmlText":"Mobile phone internet has taken a big part business of the cake I'm afraid. ","listText":"Mobile phone internet has taken a big part business of the cake I'm afraid. ","text":"Mobile phone internet has taken a big part business of the cake I'm afraid.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955055633","repostId":"1177795399","repostType":4,"repost":{"id":"1177795399","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1674771047,"share":"https://ttm.financial/m/news/1177795399?lang=&edition=fundamental","pubTime":"2023-01-27 06:10","market":"us","language":"zh","title":"英特尔四季度收入2016年来最低,指引堪称“灾难”,盘后大跌逾9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1177795399","media":"华尔街见闻","summary":"美国科技巨头英特尔在过去十个季度中第九次业绩逊于市场预期。该公司给出的今年一季度业绩指引更是被视作“灾难级”,如果营收仅达到指引范围低端,一季度将成为该公司2010年来收入最少的一个季度。1月26日周","content":"<html><head></head><body><blockquote>美国科技巨头英特尔在过去十个季度中第九次业绩逊于市场预期。该公司给出的今年一季度业绩指引更是被视作“灾难级”,如果营收仅达到指引范围低端,一季度将成为该公司2010年来收入最少的一个季度。</blockquote><p>1月26日周四美股盘后,英特尔公布2022年四季度及全年业绩。</p><p>由于个人电脑芯片销售的下滑幅度超出预期以及利润丰厚的服务器硬件市场竞争激烈,英特尔四季度业绩未能达到市场预期,这也是该公司在过去十个季度中第九次业绩逊于市场预期。</p><p>财报显示,<b>英特尔四季度营收为140亿美元,低于市场预期的145.8亿美元,创下2016年来最低季度收入,同比大幅下降32%,non-GAAP下降幅达28%</b>;全年营收为631亿美元,同比下降20%,non-GAAP下降幅为16%。</p><p>四季度每股损失0.16美元,non-GAAP下每股损失0.1美元,大幅低于市场预期的每股收益0.16美元;全年每股收益1.94美元,non-GAAP下每股收益1.84美元。</p><p><b>英特尔给出的今年一季度指引更是被市场视作“灾难级”。英特尔预期2023年一季度营收在105至115亿美元之间,大幅低于市场预期的140亿美元,如果一季度的业绩落在指引范围内的低端,今年一季度的收入将是该公司2010年以来最低的;预计一季度每股损失0.8美元,non-GAAP下每股损失将为0.15美元,大幅低于市场预期的每股收益0.25美元。</b></p><p>财报发布后,英特尔盘后股价深跌逾%。</p><p><img src=\"https://static.tigerbbs.com/a2077c0a3c62cb61bea06fdad9610e42\" tg-width=\"856\" tg-height=\"836\" width=\"100%\" height=\"auto\"/></p><p>四季度,英特尔的毛利率从2021年四季度的53.6%大幅下降至39.2%,净亏损则达到7亿美元;non-GAAP下毛利率则从55.8%下降至43.8%,净利润大幅下降92%至4亿美元。</p><p>英特尔首席财务官David Zinsner称:</p><blockquote>尽管宏观经济和市场环境对公司不利,但英特尔在第四季度的战略转型方面继续取得良好进展,包括推进我们的产品路线图和改进我们的运营结构和流程以提高效率,同时实现了在我们业绩指引范围内的业绩。</blockquote><blockquote>在2023年,我们将继续应对短期挑战,同时努力实现我们的长期承诺,包括提供基于开放和安全平台的领先产品,由大规模制造提供支持,并由我们出色的团队提供支持。</blockquote><blockquote>在去年四季度,我们采取措施调整组织规模并合理化我们的投资,优先考虑我们可以长期提供最高价值的领域。这些行动巩固了我们2023年30亿美元的成本削减目标,并为到2025年底实现80亿至100亿美元的成本削减奠定了基础。</blockquote><p><b>现金奶牛业务大幅下降逊于预期</b></p><p>拆分业务来看,去年四季度,被视作英特尔现金奶牛、包括个人电脑芯片在内的英特尔客户端计算业务部门贡献了66.3亿美元的收入,同比下降了36%,低于市场普遍预期的76.8亿美元。 有分析指出,这一季该部门的表现是这一部门自1990年代以来萎缩最大的一个季度。</p><p>英特尔数据中心和人工智能部门在四季度录得43亿美元的收入,同比下降33%,但仍略高于市场普遍预期的41.7亿美元。</p><p>包括网络产品在内的英特尔网络和创新部门四季度的收入为20.6亿美元,同比下降1%,低于市场普遍预期的22.6亿美元。</p><p><b>市场地位动摇、竞争对手挑战加剧,英特尔面临困境</b></p><p>有媒体分析称,英特尔的这份财报反映了英特尔面临的无数挑战,而这些挑战在其主要收入来源,即个人电脑芯片市场陷入低迷前就已经令公司一蹶不振。在芯片领域,这份财报进一步证明该公司进一步落后于主要竞争对手台积电和韩国三星。</p><p>为了重回正轨,英特尔需要其下游公司,即计算机制造商快速处理芯片库存并恢复订购组件。这将帮助英特尔的财务状况,但英特尔雄心勃勃的改革计划已经令该公司财务状况捉襟见肘。</p><p>计算机行业正在经历一次巨大的调整。英特尔营收下滑部分反映了个人电脑市场近几个月来的急剧下滑。研究公司Gartner表示,去年第四季度个人电脑出货量下降了28.5%,这是自1990年代开始追踪市场以来最严重的下滑。发达市场央行不断提高利率以应对通胀飙升和对可能出现衰退的担忧加剧,消费者支出受到打击。</p><p>根据Northland Securities分析师Gus Richard的估计,2022年个人电脑出货量同比下降了16%,今年将再次下降至2.6亿台。英特尔则预测,今年全球个人电脑出货量将处于其预测范围2.7亿至2.95亿台的低端。</p><p>英特尔仍然主导着服务器处理器市场,在全球的市场份额超过70%。 但它在这个利润丰厚的市场上的地位已经下滑,该公司近年来推出新产品的速度很慢,而AMD、ARM等竞争对手却屡屡有所收获。 一些客户还在开发自研芯片以取代英特尔处理器。这一切都给曾经控制着99%处理器市场份额的英特尔带来了痛苦的挫折。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英特尔四季度收入2016年来最低,指引堪称“灾难”,盘后大跌逾9%</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{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔四季度收入2016年来最低,指引堪称“灾难”,盘后大跌逾9%\n</h2>\n\n<h4 class=\"meta\">\n\n2023-01-27 06:10 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国科技巨头英特尔在过去十个季度中第九次业绩逊于市场预期。该公司给出的今年一季度业绩指引更是被视作“灾难级”,如果营收仅达到指引范围低端,一季度将成为该公司2010年来收入最少的一个季度。1月26日周四美股盘后,英特尔公布2022年四季度及全年业绩。由于个人电脑芯片销售的下滑幅度超出预期以及利润丰厚的服务器硬件市场竞争激烈,英特尔四季度业绩未能达到市场预期,这也是该公司在过去十个季度中第九次业绩...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177795399","content_text":"美国科技巨头英特尔在过去十个季度中第九次业绩逊于市场预期。该公司给出的今年一季度业绩指引更是被视作“灾难级”,如果营收仅达到指引范围低端,一季度将成为该公司2010年来收入最少的一个季度。1月26日周四美股盘后,英特尔公布2022年四季度及全年业绩。由于个人电脑芯片销售的下滑幅度超出预期以及利润丰厚的服务器硬件市场竞争激烈,英特尔四季度业绩未能达到市场预期,这也是该公司在过去十个季度中第九次业绩逊于市场预期。财报显示,英特尔四季度营收为140亿美元,低于市场预期的145.8亿美元,创下2016年来最低季度收入,同比大幅下降32%,non-GAAP下降幅达28%;全年营收为631亿美元,同比下降20%,non-GAAP下降幅为16%。四季度每股损失0.16美元,non-GAAP下每股损失0.1美元,大幅低于市场预期的每股收益0.16美元;全年每股收益1.94美元,non-GAAP下每股收益1.84美元。英特尔给出的今年一季度指引更是被市场视作“灾难级”。英特尔预期2023年一季度营收在105至115亿美元之间,大幅低于市场预期的140亿美元,如果一季度的业绩落在指引范围内的低端,今年一季度的收入将是该公司2010年以来最低的;预计一季度每股损失0.8美元,non-GAAP下每股损失将为0.15美元,大幅低于市场预期的每股收益0.25美元。财报发布后,英特尔盘后股价深跌逾%。四季度,英特尔的毛利率从2021年四季度的53.6%大幅下降至39.2%,净亏损则达到7亿美元;non-GAAP下毛利率则从55.8%下降至43.8%,净利润大幅下降92%至4亿美元。英特尔首席财务官David Zinsner称:尽管宏观经济和市场环境对公司不利,但英特尔在第四季度的战略转型方面继续取得良好进展,包括推进我们的产品路线图和改进我们的运营结构和流程以提高效率,同时实现了在我们业绩指引范围内的业绩。在2023年,我们将继续应对短期挑战,同时努力实现我们的长期承诺,包括提供基于开放和安全平台的领先产品,由大规模制造提供支持,并由我们出色的团队提供支持。在去年四季度,我们采取措施调整组织规模并合理化我们的投资,优先考虑我们可以长期提供最高价值的领域。这些行动巩固了我们2023年30亿美元的成本削减目标,并为到2025年底实现80亿至100亿美元的成本削减奠定了基础。现金奶牛业务大幅下降逊于预期拆分业务来看,去年四季度,被视作英特尔现金奶牛、包括个人电脑芯片在内的英特尔客户端计算业务部门贡献了66.3亿美元的收入,同比下降了36%,低于市场普遍预期的76.8亿美元。 有分析指出,这一季该部门的表现是这一部门自1990年代以来萎缩最大的一个季度。英特尔数据中心和人工智能部门在四季度录得43亿美元的收入,同比下降33%,但仍略高于市场普遍预期的41.7亿美元。包括网络产品在内的英特尔网络和创新部门四季度的收入为20.6亿美元,同比下降1%,低于市场普遍预期的22.6亿美元。市场地位动摇、竞争对手挑战加剧,英特尔面临困境有媒体分析称,英特尔的这份财报反映了英特尔面临的无数挑战,而这些挑战在其主要收入来源,即个人电脑芯片市场陷入低迷前就已经令公司一蹶不振。在芯片领域,这份财报进一步证明该公司进一步落后于主要竞争对手台积电和韩国三星。为了重回正轨,英特尔需要其下游公司,即计算机制造商快速处理芯片库存并恢复订购组件。这将帮助英特尔的财务状况,但英特尔雄心勃勃的改革计划已经令该公司财务状况捉襟见肘。计算机行业正在经历一次巨大的调整。英特尔营收下滑部分反映了个人电脑市场近几个月来的急剧下滑。研究公司Gartner表示,去年第四季度个人电脑出货量下降了28.5%,这是自1990年代开始追踪市场以来最严重的下滑。发达市场央行不断提高利率以应对通胀飙升和对可能出现衰退的担忧加剧,消费者支出受到打击。根据Northland Securities分析师Gus Richard的估计,2022年个人电脑出货量同比下降了16%,今年将再次下降至2.6亿台。英特尔则预测,今年全球个人电脑出货量将处于其预测范围2.7亿至2.95亿台的低端。英特尔仍然主导着服务器处理器市场,在全球的市场份额超过70%。 但它在这个利润丰厚的市场上的地位已经下滑,该公司近年来推出新产品的速度很慢,而AMD、ARM等竞争对手却屡屡有所收获。 一些客户还在开发自研芯片以取代英特尔处理器。这一切都给曾经控制着99%处理器市场份额的英特尔带来了痛苦的挫折。","news_type":1},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952633235,"gmtCreate":1674679910427,"gmtModify":1676538952078,"author":{"id":"4130496531861782","authorId":"4130496531861782","name":"YMlB","avatar":"https://community-static.tradeup.com/news/a6ff366154731ed4b463f53e37785e66","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4130496531861782","authorIdStr":"4130496531861782"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952633235","repostId":"2306125744","repostType":2,"repost":{"id":"2306125744","pubTimestamp":1674633364,"share":"https://ttm.financial/m/news/2306125744?lang=&edition=fundamental","pubTime":"2023-01-25 15:56","market":"us","language":"en","title":"Alibaba: Shorts Are Backing Out","url":"https://stock-news.laohu8.com/highlight/detail?id=2306125744","media":"Seeking Alpha","summary":"SummaryShort interest in Alibaba declined by 6.7% in the last cycle, dropping to its multi-month low","content":"<html><head></head><body><h2>Summary</h2><ul><li>Short interest in Alibaba declined by 6.7% in the last cycle, dropping to its multi-month lows.</li><li>The bears are understandably worried about Alibaba's improved prospects.</li><li>Investors with a multi-year time horizon may want to accumulate Alibaba's shares on potential price corrections.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b3c4e1e77c93c18c054bdc040928c34\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Andrew Burton</span></p><p>Alibaba's (NYSE:BABA) shares have risen nearly 40% year to date but the rally might still continue. Latest data reveals that short interest in the Chinese ecommerce giant has declined (6.7%) in the last cycle and is now hovering near its 4-month lows. This is a clear indication that shorts have capitulated on Alibaba and the Street's sentiment has quickly turned bullish on the name. This suggests the stock has minimal downside from current levels, with plenty of upside in store, and should come across as an encouraging sign for the company's long-side shareholders. Let's take a closer look at it all.</p><p><b>Shorting Subsides</b></p><p>Let me start by saying that short interest is basically the aggregate number of short positions that are open and are yet to be covered at the end of each bi-monthly reporting cycle. A sharp rise in the metric indicates that market participants actively shorted a particular stock with the anticipation that it would quickly decline in value in subsequent weeks. Conversely, a sharp decline in the metric indicates that market participants actively wound down their short positions as they anticipate the stock to either stabilize or rally in the near future. So, the short interest metric is essentially a handy tool to gauge the Street's ever-evolving sentiment pertaining to any given stock.</p><p>As far as Alibaba is concerned, its short interest at the end of the last reporting cycle amounted to 55.9 million shares. The figure is down 6.7% sequentially and it's also down 27.5% in the last 3 months. Note in the chart below how Alibaba's stock price, in the meantime, has continued to rally. It seems like the Street grew bullish on the ecommerce giant's prospects, with short-side market participants particularly making a concerted effort to wind down their short positions in the company ever since the second half of October.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8a7bcb5bc58c299504625f7e054ab76\" tg-width=\"635\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>For the record, the short interest data being referenced here belongs to the bi-monthly cycle spanning from 15 December till 31 December. The data was released in the public domain a little over a week ago at the time of this writing, so it's still fresh and relevant to our discussion here.</p><p>But having said that, this is a clear indication that shorts have capitulated on Alibaba. The company was surrounded by bearish narratives up until November, admittedly by yours truly as well, but the Street's sentiment pertaining to Alibaba has quickly turned of late. This begs the question - what exactly has changed in the last few months that Alibaba shorts are scrambling to take cover?</p><p><b>Reasons To Turn Bullish</b></p><p>For starters, Alibaba's shares have been on a precipitous decline since 2020 due to a myriad of reasons, such as strict COVID-19 restrictions in China, delisting threat posed by the SEC, Chinese regulators imposing a record anti-trust fine on the company and then restructuring the business to suit the country's common prosperity program. It was the perfect storm for Alibaba and its shareholders for all intents and purposes.</p><p>This meltdown inevitably pushed Alibaba's stock deep into the oversold territory. Even though the stock has rallied 40% from its October lows, it's still trading at 2.7-times its trailing twelve-month sales at the time of this writing which is quite close to its decade-low-levels. This means the stock is pricing in a lot of bad news and geopolitical risk factors, and has little downside potential left in store. This, in my opinion, is one of the major reasons why short-side traders backed out of Alibaba in recent weeks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f4aea4ea7706e68bfcde8bde1153cf0\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>Secondly, many of the aforementioned risk-factors have gradually faded away of late. Perhaps the biggest positive catalyst for Alibaba, was that US regulators have wrapped up their accounting audits of Alibaba and other Chinese companies. This significantly reduces, if not completely eliminates, the delisting risk for Alibaba and comes as a reassuring sign for investors that Chinese stocks aren't as risky as previously feared.</p><p>Risk-averse institutional investors such as pension funds, typically have mandates to prioritize capital preservation over returns. Such investors had grown increasingly concerned about Alibaba's delisting risk and, I documented in my prior articles, that they kept trimming their holdings in the name over the past 2 years. But with this delisting-related overhang drastically weakened, institutional investors will now be able to enter Alibaba in full momentum. This heightened buying interest can potentially trigger margin calls for short-side traders and it's probably also why they scrambled to unwind short positions in Alibaba.</p><p>Lastly, Chinese regulators have dropped their Zero COVID-19 policy in recent weeks. Fewer travel restrictions essentially mean the country's economy will reopen, its populous will be able to go to their workplaces and they'll regain disposable incomes to carry out discretionary spending on retail platforms such as Alibaba. So, to summarize, there have been major developments in the past few weeks that have fundamentally improved the investors' sentiment pertaining to Alibaba and other similar Chinese stocks.</p><p>The table below lends credence to my thesis - note how most of the Chinese stocks experienced short interest declines in the last reporting cycle. I'm not trying to argue that one stock is better than the other, but just highlighting how market participants actively wound up their short positions in Chinese companies due to their improved prospects.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c370e23df72e95146bc018a966e3a146\" tg-width=\"502\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p><b>Final Thoughts</b></p><p>I'd like to clarify that short interest data is based on trades that have already taken place in the past and it doesn't always influence future price action. But having said that, if bearish narratives truly held merit and Alibaba stock had more downside potential, then market participants would've piled onto their short positions in a bid to profit off of its anticipated meltdown. But it's evident from the data above that short-side market participants capitulated instead.</p><p>So, I'm of the view that the worst is behind for Alibaba. The rapid decline in its short interest, met with a sharp rally in its shares, suggests that the Street has turned bullish on the ecommerce giant and possibly also on its other Chinese peers. This should encourage investors with a long-term time horizon, to accumulate Alibaba's shares on potential price corrections. Good Luck!</p><p><i>This article is written by Business Quant for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","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>Alibaba: Shorts Are Backing Out</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Shorts Are Backing Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 15:56 GMT+8 <a href=https://seekingalpha.com/article/4571816-alibaba-decline-short-rates-rally-stock-price-bullish><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShort interest in Alibaba declined by 6.7% in the last cycle, dropping to its multi-month lows.The bears are understandably worried about Alibaba's improved prospects.Investors with a multi-...</p>\n\n<a href=\"https://seekingalpha.com/article/4571816-alibaba-decline-short-rates-rally-stock-price-bullish\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","09988":"阿里巴巴-W","BK4558":"双十一","BK4579":"人工智能","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4122":"互联网与直销零售","BK4527":"明星科技股","BK4538":"云计算","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4526":"热门中概股","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4503":"景林资产持仓","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4502":"阿里概念","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4565":"NFT概念","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4581":"高盛持仓","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4554":"元宇宙及AR概念","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4534":"瑞士信贷持仓","BK4531":"中概回港概念","BABA":"阿里巴巴","BK4585":"ETF&股票定投概念","BK4575":"芯片概念"},"source_url":"https://seekingalpha.com/article/4571816-alibaba-decline-short-rates-rally-stock-price-bullish","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306125744","content_text":"SummaryShort interest in Alibaba declined by 6.7% in the last cycle, dropping to its multi-month lows.The bears are understandably worried about Alibaba's improved prospects.Investors with a multi-year time horizon may want to accumulate Alibaba's shares on potential price corrections.Andrew BurtonAlibaba's (NYSE:BABA) shares have risen nearly 40% year to date but the rally might still continue. Latest data reveals that short interest in the Chinese ecommerce giant has declined (6.7%) in the last cycle and is now hovering near its 4-month lows. This is a clear indication that shorts have capitulated on Alibaba and the Street's sentiment has quickly turned bullish on the name. This suggests the stock has minimal downside from current levels, with plenty of upside in store, and should come across as an encouraging sign for the company's long-side shareholders. Let's take a closer look at it all.Shorting SubsidesLet me start by saying that short interest is basically the aggregate number of short positions that are open and are yet to be covered at the end of each bi-monthly reporting cycle. A sharp rise in the metric indicates that market participants actively shorted a particular stock with the anticipation that it would quickly decline in value in subsequent weeks. Conversely, a sharp decline in the metric indicates that market participants actively wound down their short positions as they anticipate the stock to either stabilize or rally in the near future. So, the short interest metric is essentially a handy tool to gauge the Street's ever-evolving sentiment pertaining to any given stock.As far as Alibaba is concerned, its short interest at the end of the last reporting cycle amounted to 55.9 million shares. The figure is down 6.7% sequentially and it's also down 27.5% in the last 3 months. Note in the chart below how Alibaba's stock price, in the meantime, has continued to rally. It seems like the Street grew bullish on the ecommerce giant's prospects, with short-side market participants particularly making a concerted effort to wind down their short positions in the company ever since the second half of October.Data by YChartsFor the record, the short interest data being referenced here belongs to the bi-monthly cycle spanning from 15 December till 31 December. The data was released in the public domain a little over a week ago at the time of this writing, so it's still fresh and relevant to our discussion here.But having said that, this is a clear indication that shorts have capitulated on Alibaba. The company was surrounded by bearish narratives up until November, admittedly by yours truly as well, but the Street's sentiment pertaining to Alibaba has quickly turned of late. This begs the question - what exactly has changed in the last few months that Alibaba shorts are scrambling to take cover?Reasons To Turn BullishFor starters, Alibaba's shares have been on a precipitous decline since 2020 due to a myriad of reasons, such as strict COVID-19 restrictions in China, delisting threat posed by the SEC, Chinese regulators imposing a record anti-trust fine on the company and then restructuring the business to suit the country's common prosperity program. It was the perfect storm for Alibaba and its shareholders for all intents and purposes.This meltdown inevitably pushed Alibaba's stock deep into the oversold territory. Even though the stock has rallied 40% from its October lows, it's still trading at 2.7-times its trailing twelve-month sales at the time of this writing which is quite close to its decade-low-levels. This means the stock is pricing in a lot of bad news and geopolitical risk factors, and has little downside potential left in store. This, in my opinion, is one of the major reasons why short-side traders backed out of Alibaba in recent weeks.BusinessQuant.comSecondly, many of the aforementioned risk-factors have gradually faded away of late. Perhaps the biggest positive catalyst for Alibaba, was that US regulators have wrapped up their accounting audits of Alibaba and other Chinese companies. This significantly reduces, if not completely eliminates, the delisting risk for Alibaba and comes as a reassuring sign for investors that Chinese stocks aren't as risky as previously feared.Risk-averse institutional investors such as pension funds, typically have mandates to prioritize capital preservation over returns. Such investors had grown increasingly concerned about Alibaba's delisting risk and, I documented in my prior articles, that they kept trimming their holdings in the name over the past 2 years. But with this delisting-related overhang drastically weakened, institutional investors will now be able to enter Alibaba in full momentum. This heightened buying interest can potentially trigger margin calls for short-side traders and it's probably also why they scrambled to unwind short positions in Alibaba.Lastly, Chinese regulators have dropped their Zero COVID-19 policy in recent weeks. Fewer travel restrictions essentially mean the country's economy will reopen, its populous will be able to go to their workplaces and they'll regain disposable incomes to carry out discretionary spending on retail platforms such as Alibaba. So, to summarize, there have been major developments in the past few weeks that have fundamentally improved the investors' sentiment pertaining to Alibaba and other similar Chinese stocks.The table below lends credence to my thesis - note how most of the Chinese stocks experienced short interest declines in the last reporting cycle. I'm not trying to argue that one stock is better than the other, but just highlighting how market participants actively wound up their short positions in Chinese companies due to their improved prospects.BusinessQuant.comFinal ThoughtsI'd like to clarify that short interest data is based on trades that have already taken place in the past and it doesn't always influence future price action. But having said that, if bearish narratives truly held merit and Alibaba stock had more downside potential, then market participants would've piled onto their short positions in a bid to profit off of its anticipated meltdown. But it's evident from the data above that short-side market participants capitulated instead.So, I'm of the view that the worst is behind for Alibaba. The rapid decline in its short interest, met with a sharp rally in its shares, suggests that the Street has turned bullish on the ecommerce giant and possibly also on its other Chinese peers. This should encourage investors with a long-term time horizon, to accumulate Alibaba's shares on potential price corrections. Good Luck!This article is written by Business Quant for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952697100,"gmtCreate":1674672822900,"gmtModify":1676538951976,"author":{"id":"4130496531861782","authorId":"4130496531861782","name":"YMlB","avatar":"https://community-static.tradeup.com/news/a6ff366154731ed4b463f53e37785e66","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4130496531861782","authorIdStr":"4130496531861782"},"themes":[],"htmlText":"Anyone can tell me what's happening to MMV, please? Why it's keep falling down? ","listText":"Anyone can tell me what's happening to MMV, please? Why it's keep falling down? ","text":"Anyone can tell me what's happening to MMV, please? Why it's keep falling down?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952697100","repostId":"2303338413","repostType":2,"repost":{"id":"2303338413","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1673632320,"share":"https://ttm.financial/m/news/2303338413?lang=&edition=fundamental","pubTime":"2023-01-14 01:52","market":"us","language":"en","title":"MultiMetaVerse Shares Drop 10% After Thursday Rise, News","url":"https://stock-news.laohu8.com/highlight/detail?id=2303338413","media":"Dow Jones","summary":"By Chris Wack \n\n\n \n\n\n MultiMetaVerse Holdings Ltd. shares were down 10% at $3.10 one day after the ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\n \n</pre>\n<p>\n By Chris Wack \n</p>\n<pre>\n \n</pre>\n<p>\n MultiMetaVerse Holdings Ltd. shares were down 10% at $3.10 one day after the company said it has entered into a non-binding letter of intent to buy a majority equity stake in Orient TM Ruibo Ltd. \n</p>\n<p>\n The stock ended Thursday's session up 30%. \n</p>\n<p>\n As laid out in the letter, the company and/or its affiliates intends to buy a 72.81% equity stake in Orient TM Parent Ltd., also known as Taomee. \n</p>\n<p>\n The proposed transaction, if consummated, would significantly expand MultiMetaVerse's IP portfolio with the addition of Taomee's three signature IP brands, \"Mole's World,\" \"Seer\" and \"Flower Angel.\" \n</p>\n<p>\n Taomee is a Chinese entertainment and media company, targeting younger generations. \n</p>\n<p>\n Taomee Holdings was taken private by Orient TM and certain management of Taomee via a merger with Orient TM Merger Limited, at which point it became a wholly owned subsidiary of Orient TM. \n</p>\n<p>\n MultiMetaVerse shares hit their 52-week high of $17.75 on Jan.6, and their 52-week low of $2.40 on Tuesday. They are down 70% in the past three months. \n</p>\n<pre>\n \n</pre>\n<p>\n Write to Chris Wack at chris.wack@wsj.com \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n January 13, 2023 12:52 ET (17:52 GMT)\n</p>\n<p>\n Copyright (c) 2023 Dow Jones & Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MultiMetaVerse Shares Drop 10% After Thursday Rise, News</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMultiMetaVerse Shares Drop 10% After Thursday Rise, News\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-14 01:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\n \n</pre>\n<p>\n By Chris Wack \n</p>\n<pre>\n \n</pre>\n<p>\n MultiMetaVerse Holdings Ltd. shares were down 10% at $3.10 one day after the company said it has entered into a non-binding letter of intent to buy a majority equity stake in Orient TM Ruibo Ltd. \n</p>\n<p>\n The stock ended Thursday's session up 30%. \n</p>\n<p>\n As laid out in the letter, the company and/or its affiliates intends to buy a 72.81% equity stake in Orient TM Parent Ltd., also known as Taomee. \n</p>\n<p>\n The proposed transaction, if consummated, would significantly expand MultiMetaVerse's IP portfolio with the addition of Taomee's three signature IP brands, \"Mole's World,\" \"Seer\" and \"Flower Angel.\" \n</p>\n<p>\n Taomee is a Chinese entertainment and media company, targeting younger generations. \n</p>\n<p>\n Taomee Holdings was taken private by Orient TM and certain management of Taomee via a merger with Orient TM Merger Limited, at which point it became a wholly owned subsidiary of Orient TM. \n</p>\n<p>\n MultiMetaVerse shares hit their 52-week high of $17.75 on Jan.6, and their 52-week low of $2.40 on Tuesday. They are down 70% in the past three months. \n</p>\n<pre>\n \n</pre>\n<p>\n Write to Chris Wack at chris.wack@wsj.com \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n January 13, 2023 12:52 ET (17:52 GMT)\n</p>\n<p>\n Copyright (c) 2023 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4111":"出版","BK4585":"ETF&股票定投概念","NWS":"新闻集团","MMV":"MultiMetaVerse Holdings Limited"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303338413","content_text":"By Chris Wack \n\n\n \n\n\n MultiMetaVerse Holdings Ltd. shares were down 10% at $3.10 one day after the company said it has entered into a non-binding letter of intent to buy a majority equity stake in Orient TM Ruibo Ltd. \n\n\n The stock ended Thursday's session up 30%. \n\n\n As laid out in the letter, the company and/or its affiliates intends to buy a 72.81% equity stake in Orient TM Parent Ltd., also known as Taomee. \n\n\n The proposed transaction, if consummated, would significantly expand MultiMetaVerse's IP portfolio with the addition of Taomee's three signature IP brands, \"Mole's World,\" \"Seer\" and \"Flower Angel.\" \n\n\n Taomee is a Chinese entertainment and media company, targeting younger generations. \n\n\n Taomee Holdings was taken private by Orient TM and certain management of Taomee via a merger with Orient TM Merger Limited, at which point it became a wholly owned subsidiary of Orient TM. \n\n\n MultiMetaVerse shares hit their 52-week high of $17.75 on Jan.6, and their 52-week low of $2.40 on Tuesday. They are down 70% in the past three months. \n\n\n \n\n\n Write to Chris Wack at chris.wack@wsj.com \n\n\n \n\n\n (END) Dow Jones Newswires\n\n\n January 13, 2023 12:52 ET (17:52 GMT)\n\n\n Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951636588,"gmtCreate":1673472008644,"gmtModify":1676538841390,"author":{"id":"4130496531861782","authorId":"4130496531861782","name":"YMlB","avatar":"https://community-static.tradeup.com/news/a6ff366154731ed4b463f53e37785e66","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4130496531861782","authorIdStr":"4130496531861782"},"themes":[],"htmlText":"Good to know ","listText":"Good to know ","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951636588","repostId":"1126375496","repostType":4,"repost":{"id":"1126375496","pubTimestamp":1673450067,"share":"https://ttm.financial/m/news/1126375496?lang=&edition=fundamental","pubTime":"2023-01-11 23:14","market":"us","language":"zh","title":"华尔街坚信:欧元的反弹才刚刚开始","url":"https://stock-news.laohu8.com/highlight/detail?id=1126375496","media":"华尔街见闻","summary":"推动美元持续上涨的因素正在消失。","content":"<html><head></head><body><p>作者:葛佳明</p><p>华尔街投行们“大转向”,开始押注欧元区经济或将免于衰退之时,也对欧元越来越有信心了。</p><p>1月11日,媒体称,<b>与2022年下半年相比,现在市场情绪发生了巨大变化</b>,当时欧元兑美元跌破平价窗口,市场逐渐失去信心,但现在许多投资者都认为2023年美元将走软。</p><p>Aegon Asset Management的投资经理Gareth Gettinby表示,<b>随着能源危机缓解,欧美利差渐渐缩小,欧元的下行风险正在减弱</b>:</p><blockquote>欧洲经济或将带给投资者越来越多的惊喜,而在美国,这些惊喜正慢慢减少。</blockquote><p>对于欧元走势,德银和摩根士丹利的策略师表示,<b>欧元汇率可能从目前近七个月高点1欧元兑1.07美元继续反弹至1.15美元。野村证券的分析师认为,1月底前欧元汇率将升至1.10。</b></p><p><img src=\"https://static.tigerbbs.com/167dc8ac64ed8edd110636d5e4563045\" tg-width=\"640\" tg-height=\"404\" referrerpolicy=\"no-referrer\"/></p><p>比美联储更强硬的欧洲央行将提振欧元</p><p>摩根大通公司的策略师表示,他们仍然对欧元区的经济增长持保留态度,<b>但比美联储更强硬的欧洲央行将支撑欧元</b>。该银行最近几个月来首次将欧元从看跌转为中性。</p><p>1月6日,欧盟统计局公布数据显示,欧元区12月调和CPI初值同比9.2%,较上月10.1%继续下滑,同比增幅创4个月新低 。但剔除波动较大的能源、食品、酒类和烟草价格的核心通胀涨幅超过预期,创下5.2%的历史新高。</p><p>媒体称,根据欧盟委员会数据显示,尽管欧元区通胀仍接近历史高位,但消费者对价格走势的预期已基本回落至通胀飙升前的水平,欧洲央行计划将以稳定的速度继续加息。</p><p>分析师们指出,市场普遍认为本周四即将公布的美国12月CPI数据会使投资者们确认,<b>在未来欧洲央行将继续保持强硬态度,而美联储的加息可能会降温,利率差距的缩小将利好欧元。</b></p><p><b>根据媒体调查结果显示,市场普遍预计欧洲央行今年将加息150个基点,美联储加息60个基点。</b></p><p>渣打银行G-10全球外汇研究主管Steve Englander在1月9日的一份报告中表示,欧元区核心通胀和经济意外均继续走强,相较于美联储,欧洲央行的鹰派基调或将维持更长时间。</p><p>Englander指出,现在美国的经济数据意外比欧洲“弱”,表明利率上行压力较小,Englander解释称:</p><blockquote>12月工资通胀显著降温,平均每小时工资环比仅增长0.3%,同比增长4.6%,同样低于市场预期的5%,为2021年8月以来最低。任何工资增速减缓的信号都可能削弱美联储的鹰派立场。</blockquote><blockquote>同时,12月的非制造业ISM仅为49.6,陷入萎缩,也创自2010年以来的最低水平。</blockquote><p>德银外汇研究主管George Saravelos也认为,美国和欧元区的相对政策周期表明,美联储先于欧洲央行转向:</p><blockquote>在欧洲,最新的PMI数据显示今年冬天甚至可能不会出现衰退,失业率仍在下降,财政政策在结构上是宽松的。</blockquote><p>此外,Saravelos在看涨欧元的报告中指出,<b>推动美元持续上涨的因素正在消失</b>:</p><blockquote>美元避险吸引力的两个主要驱动因素为欧洲的能源危机和美联储,现在能源危机已经逐步消失。美联储的转向成了美元的最后支点。</blockquote></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>华尔街坚信:欧元的反弹才刚刚开始</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n华尔街坚信:欧元的反弹才刚刚开始\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-11 23:14 北京时间 <a href=https://wallstreetcn.com/articles/3679615><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:葛佳明华尔街投行们“大转向”,开始押注欧元区经济或将免于衰退之时,也对欧元越来越有信心了。1月11日,媒体称,与2022年下半年相比,现在市场情绪发生了巨大变化,当时欧元兑美元跌破平价窗口,市场逐渐失去信心,但现在许多投资者都认为2023年美元将走软。Aegon Asset Management的投资经理Gareth Gettinby表示,随着能源危机缓解,欧美利差渐渐缩小,欧元的下行风险...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3679615\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1a7793d923570c8fadc551eefc9bba6","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3679615","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1126375496","content_text":"作者:葛佳明华尔街投行们“大转向”,开始押注欧元区经济或将免于衰退之时,也对欧元越来越有信心了。1月11日,媒体称,与2022年下半年相比,现在市场情绪发生了巨大变化,当时欧元兑美元跌破平价窗口,市场逐渐失去信心,但现在许多投资者都认为2023年美元将走软。Aegon Asset Management的投资经理Gareth Gettinby表示,随着能源危机缓解,欧美利差渐渐缩小,欧元的下行风险正在减弱:欧洲经济或将带给投资者越来越多的惊喜,而在美国,这些惊喜正慢慢减少。对于欧元走势,德银和摩根士丹利的策略师表示,欧元汇率可能从目前近七个月高点1欧元兑1.07美元继续反弹至1.15美元。野村证券的分析师认为,1月底前欧元汇率将升至1.10。比美联储更强硬的欧洲央行将提振欧元摩根大通公司的策略师表示,他们仍然对欧元区的经济增长持保留态度,但比美联储更强硬的欧洲央行将支撑欧元。该银行最近几个月来首次将欧元从看跌转为中性。1月6日,欧盟统计局公布数据显示,欧元区12月调和CPI初值同比9.2%,较上月10.1%继续下滑,同比增幅创4个月新低 。但剔除波动较大的能源、食品、酒类和烟草价格的核心通胀涨幅超过预期,创下5.2%的历史新高。媒体称,根据欧盟委员会数据显示,尽管欧元区通胀仍接近历史高位,但消费者对价格走势的预期已基本回落至通胀飙升前的水平,欧洲央行计划将以稳定的速度继续加息。分析师们指出,市场普遍认为本周四即将公布的美国12月CPI数据会使投资者们确认,在未来欧洲央行将继续保持强硬态度,而美联储的加息可能会降温,利率差距的缩小将利好欧元。根据媒体调查结果显示,市场普遍预计欧洲央行今年将加息150个基点,美联储加息60个基点。渣打银行G-10全球外汇研究主管Steve Englander在1月9日的一份报告中表示,欧元区核心通胀和经济意外均继续走强,相较于美联储,欧洲央行的鹰派基调或将维持更长时间。Englander指出,现在美国的经济数据意外比欧洲“弱”,表明利率上行压力较小,Englander解释称:12月工资通胀显著降温,平均每小时工资环比仅增长0.3%,同比增长4.6%,同样低于市场预期的5%,为2021年8月以来最低。任何工资增速减缓的信号都可能削弱美联储的鹰派立场。同时,12月的非制造业ISM仅为49.6,陷入萎缩,也创自2010年以来的最低水平。德银外汇研究主管George Saravelos也认为,美国和欧元区的相对政策周期表明,美联储先于欧洲央行转向:在欧洲,最新的PMI数据显示今年冬天甚至可能不会出现衰退,失业率仍在下降,财政政策在结构上是宽松的。此外,Saravelos在看涨欧元的报告中指出,推动美元持续上涨的因素正在消失:美元避险吸引力的两个主要驱动因素为欧洲的能源危机和美联储,现在能源危机已经逐步消失。美联储的转向成了美元的最后支点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9952633235,"gmtCreate":1674679910427,"gmtModify":1676538952078,"author":{"id":"4130496531861782","authorId":"4130496531861782","name":"YMlB","avatar":"https://community-static.tradeup.com/news/a6ff366154731ed4b463f53e37785e66","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4130496531861782","authorIdStr":"4130496531861782"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952633235","repostId":"2306125744","repostType":2,"repost":{"id":"2306125744","pubTimestamp":1674633364,"share":"https://ttm.financial/m/news/2306125744?lang=&edition=fundamental","pubTime":"2023-01-25 15:56","market":"us","language":"en","title":"Alibaba: Shorts Are Backing Out","url":"https://stock-news.laohu8.com/highlight/detail?id=2306125744","media":"Seeking Alpha","summary":"SummaryShort interest in Alibaba declined by 6.7% in the last cycle, dropping to its multi-month low","content":"<html><head></head><body><h2>Summary</h2><ul><li>Short interest in Alibaba declined by 6.7% in the last cycle, dropping to its multi-month lows.</li><li>The bears are understandably worried about Alibaba's improved prospects.</li><li>Investors with a multi-year time horizon may want to accumulate Alibaba's shares on potential price corrections.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b3c4e1e77c93c18c054bdc040928c34\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Andrew Burton</span></p><p>Alibaba's (NYSE:BABA) shares have risen nearly 40% year to date but the rally might still continue. Latest data reveals that short interest in the Chinese ecommerce giant has declined (6.7%) in the last cycle and is now hovering near its 4-month lows. This is a clear indication that shorts have capitulated on Alibaba and the Street's sentiment has quickly turned bullish on the name. This suggests the stock has minimal downside from current levels, with plenty of upside in store, and should come across as an encouraging sign for the company's long-side shareholders. Let's take a closer look at it all.</p><p><b>Shorting Subsides</b></p><p>Let me start by saying that short interest is basically the aggregate number of short positions that are open and are yet to be covered at the end of each bi-monthly reporting cycle. A sharp rise in the metric indicates that market participants actively shorted a particular stock with the anticipation that it would quickly decline in value in subsequent weeks. Conversely, a sharp decline in the metric indicates that market participants actively wound down their short positions as they anticipate the stock to either stabilize or rally in the near future. So, the short interest metric is essentially a handy tool to gauge the Street's ever-evolving sentiment pertaining to any given stock.</p><p>As far as Alibaba is concerned, its short interest at the end of the last reporting cycle amounted to 55.9 million shares. The figure is down 6.7% sequentially and it's also down 27.5% in the last 3 months. Note in the chart below how Alibaba's stock price, in the meantime, has continued to rally. It seems like the Street grew bullish on the ecommerce giant's prospects, with short-side market participants particularly making a concerted effort to wind down their short positions in the company ever since the second half of October.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8a7bcb5bc58c299504625f7e054ab76\" tg-width=\"635\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>For the record, the short interest data being referenced here belongs to the bi-monthly cycle spanning from 15 December till 31 December. The data was released in the public domain a little over a week ago at the time of this writing, so it's still fresh and relevant to our discussion here.</p><p>But having said that, this is a clear indication that shorts have capitulated on Alibaba. The company was surrounded by bearish narratives up until November, admittedly by yours truly as well, but the Street's sentiment pertaining to Alibaba has quickly turned of late. This begs the question - what exactly has changed in the last few months that Alibaba shorts are scrambling to take cover?</p><p><b>Reasons To Turn Bullish</b></p><p>For starters, Alibaba's shares have been on a precipitous decline since 2020 due to a myriad of reasons, such as strict COVID-19 restrictions in China, delisting threat posed by the SEC, Chinese regulators imposing a record anti-trust fine on the company and then restructuring the business to suit the country's common prosperity program. It was the perfect storm for Alibaba and its shareholders for all intents and purposes.</p><p>This meltdown inevitably pushed Alibaba's stock deep into the oversold territory. Even though the stock has rallied 40% from its October lows, it's still trading at 2.7-times its trailing twelve-month sales at the time of this writing which is quite close to its decade-low-levels. This means the stock is pricing in a lot of bad news and geopolitical risk factors, and has little downside potential left in store. This, in my opinion, is one of the major reasons why short-side traders backed out of Alibaba in recent weeks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f4aea4ea7706e68bfcde8bde1153cf0\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>Secondly, many of the aforementioned risk-factors have gradually faded away of late. Perhaps the biggest positive catalyst for Alibaba, was that US regulators have wrapped up their accounting audits of Alibaba and other Chinese companies. This significantly reduces, if not completely eliminates, the delisting risk for Alibaba and comes as a reassuring sign for investors that Chinese stocks aren't as risky as previously feared.</p><p>Risk-averse institutional investors such as pension funds, typically have mandates to prioritize capital preservation over returns. Such investors had grown increasingly concerned about Alibaba's delisting risk and, I documented in my prior articles, that they kept trimming their holdings in the name over the past 2 years. But with this delisting-related overhang drastically weakened, institutional investors will now be able to enter Alibaba in full momentum. This heightened buying interest can potentially trigger margin calls for short-side traders and it's probably also why they scrambled to unwind short positions in Alibaba.</p><p>Lastly, Chinese regulators have dropped their Zero COVID-19 policy in recent weeks. Fewer travel restrictions essentially mean the country's economy will reopen, its populous will be able to go to their workplaces and they'll regain disposable incomes to carry out discretionary spending on retail platforms such as Alibaba. So, to summarize, there have been major developments in the past few weeks that have fundamentally improved the investors' sentiment pertaining to Alibaba and other similar Chinese stocks.</p><p>The table below lends credence to my thesis - note how most of the Chinese stocks experienced short interest declines in the last reporting cycle. I'm not trying to argue that one stock is better than the other, but just highlighting how market participants actively wound up their short positions in Chinese companies due to their improved prospects.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c370e23df72e95146bc018a966e3a146\" tg-width=\"502\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p><b>Final Thoughts</b></p><p>I'd like to clarify that short interest data is based on trades that have already taken place in the past and it doesn't always influence future price action. But having said that, if bearish narratives truly held merit and Alibaba stock had more downside potential, then market participants would've piled onto their short positions in a bid to profit off of its anticipated meltdown. But it's evident from the data above that short-side market participants capitulated instead.</p><p>So, I'm of the view that the worst is behind for Alibaba. The rapid decline in its short interest, met with a sharp rally in its shares, suggests that the Street has turned bullish on the ecommerce giant and possibly also on its other Chinese peers. This should encourage investors with a long-term time horizon, to accumulate Alibaba's shares on potential price corrections. Good Luck!</p><p><i>This article is written by Business Quant for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","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>Alibaba: Shorts Are Backing Out</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Shorts Are Backing Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 15:56 GMT+8 <a href=https://seekingalpha.com/article/4571816-alibaba-decline-short-rates-rally-stock-price-bullish><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShort interest in Alibaba declined by 6.7% in the last cycle, dropping to its multi-month lows.The bears are understandably worried about Alibaba's improved prospects.Investors with a multi-...</p>\n\n<a href=\"https://seekingalpha.com/article/4571816-alibaba-decline-short-rates-rally-stock-price-bullish\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","09988":"阿里巴巴-W","BK4558":"双十一","BK4579":"人工智能","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4122":"互联网与直销零售","BK4527":"明星科技股","BK4538":"云计算","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4526":"热门中概股","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4503":"景林资产持仓","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4502":"阿里概念","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4565":"NFT概念","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4581":"高盛持仓","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4554":"元宇宙及AR概念","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4534":"瑞士信贷持仓","BK4531":"中概回港概念","BABA":"阿里巴巴","BK4585":"ETF&股票定投概念","BK4575":"芯片概念"},"source_url":"https://seekingalpha.com/article/4571816-alibaba-decline-short-rates-rally-stock-price-bullish","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306125744","content_text":"SummaryShort interest in Alibaba declined by 6.7% in the last cycle, dropping to its multi-month lows.The bears are understandably worried about Alibaba's improved prospects.Investors with a multi-year time horizon may want to accumulate Alibaba's shares on potential price corrections.Andrew BurtonAlibaba's (NYSE:BABA) shares have risen nearly 40% year to date but the rally might still continue. Latest data reveals that short interest in the Chinese ecommerce giant has declined (6.7%) in the last cycle and is now hovering near its 4-month lows. This is a clear indication that shorts have capitulated on Alibaba and the Street's sentiment has quickly turned bullish on the name. This suggests the stock has minimal downside from current levels, with plenty of upside in store, and should come across as an encouraging sign for the company's long-side shareholders. Let's take a closer look at it all.Shorting SubsidesLet me start by saying that short interest is basically the aggregate number of short positions that are open and are yet to be covered at the end of each bi-monthly reporting cycle. A sharp rise in the metric indicates that market participants actively shorted a particular stock with the anticipation that it would quickly decline in value in subsequent weeks. Conversely, a sharp decline in the metric indicates that market participants actively wound down their short positions as they anticipate the stock to either stabilize or rally in the near future. So, the short interest metric is essentially a handy tool to gauge the Street's ever-evolving sentiment pertaining to any given stock.As far as Alibaba is concerned, its short interest at the end of the last reporting cycle amounted to 55.9 million shares. The figure is down 6.7% sequentially and it's also down 27.5% in the last 3 months. Note in the chart below how Alibaba's stock price, in the meantime, has continued to rally. It seems like the Street grew bullish on the ecommerce giant's prospects, with short-side market participants particularly making a concerted effort to wind down their short positions in the company ever since the second half of October.Data by YChartsFor the record, the short interest data being referenced here belongs to the bi-monthly cycle spanning from 15 December till 31 December. The data was released in the public domain a little over a week ago at the time of this writing, so it's still fresh and relevant to our discussion here.But having said that, this is a clear indication that shorts have capitulated on Alibaba. The company was surrounded by bearish narratives up until November, admittedly by yours truly as well, but the Street's sentiment pertaining to Alibaba has quickly turned of late. This begs the question - what exactly has changed in the last few months that Alibaba shorts are scrambling to take cover?Reasons To Turn BullishFor starters, Alibaba's shares have been on a precipitous decline since 2020 due to a myriad of reasons, such as strict COVID-19 restrictions in China, delisting threat posed by the SEC, Chinese regulators imposing a record anti-trust fine on the company and then restructuring the business to suit the country's common prosperity program. It was the perfect storm for Alibaba and its shareholders for all intents and purposes.This meltdown inevitably pushed Alibaba's stock deep into the oversold territory. Even though the stock has rallied 40% from its October lows, it's still trading at 2.7-times its trailing twelve-month sales at the time of this writing which is quite close to its decade-low-levels. This means the stock is pricing in a lot of bad news and geopolitical risk factors, and has little downside potential left in store. This, in my opinion, is one of the major reasons why short-side traders backed out of Alibaba in recent weeks.BusinessQuant.comSecondly, many of the aforementioned risk-factors have gradually faded away of late. Perhaps the biggest positive catalyst for Alibaba, was that US regulators have wrapped up their accounting audits of Alibaba and other Chinese companies. This significantly reduces, if not completely eliminates, the delisting risk for Alibaba and comes as a reassuring sign for investors that Chinese stocks aren't as risky as previously feared.Risk-averse institutional investors such as pension funds, typically have mandates to prioritize capital preservation over returns. Such investors had grown increasingly concerned about Alibaba's delisting risk and, I documented in my prior articles, that they kept trimming their holdings in the name over the past 2 years. But with this delisting-related overhang drastically weakened, institutional investors will now be able to enter Alibaba in full momentum. This heightened buying interest can potentially trigger margin calls for short-side traders and it's probably also why they scrambled to unwind short positions in Alibaba.Lastly, Chinese regulators have dropped their Zero COVID-19 policy in recent weeks. Fewer travel restrictions essentially mean the country's economy will reopen, its populous will be able to go to their workplaces and they'll regain disposable incomes to carry out discretionary spending on retail platforms such as Alibaba. So, to summarize, there have been major developments in the past few weeks that have fundamentally improved the investors' sentiment pertaining to Alibaba and other similar Chinese stocks.The table below lends credence to my thesis - note how most of the Chinese stocks experienced short interest declines in the last reporting cycle. I'm not trying to argue that one stock is better than the other, but just highlighting how market participants actively wound up their short positions in Chinese companies due to their improved prospects.BusinessQuant.comFinal ThoughtsI'd like to clarify that short interest data is based on trades that have already taken place in the past and it doesn't always influence future price action. But having said that, if bearish narratives truly held merit and Alibaba stock had more downside potential, then market participants would've piled onto their short positions in a bid to profit off of its anticipated meltdown. But it's evident from the data above that short-side market participants capitulated instead.So, I'm of the view that the worst is behind for Alibaba. The rapid decline in its short interest, met with a sharp rally in its shares, suggests that the Street has turned bullish on the ecommerce giant and possibly also on its other Chinese peers. This should encourage investors with a long-term time horizon, to accumulate Alibaba's shares on potential price corrections. Good Luck!This article is written by Business Quant for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955055633,"gmtCreate":1675098758322,"gmtModify":1676538976085,"author":{"id":"4130496531861782","authorId":"4130496531861782","name":"YMlB","avatar":"https://community-static.tradeup.com/news/a6ff366154731ed4b463f53e37785e66","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4130496531861782","authorIdStr":"4130496531861782"},"themes":[],"htmlText":"Mobile phone internet has taken a big part business of the cake I'm afraid. ","listText":"Mobile phone internet has taken a big part business of the cake I'm afraid. ","text":"Mobile phone internet has taken a big part business of the cake I'm afraid.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955055633","repostId":"1177795399","repostType":4,"repost":{"id":"1177795399","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1674771047,"share":"https://ttm.financial/m/news/1177795399?lang=&edition=fundamental","pubTime":"2023-01-27 06:10","market":"us","language":"zh","title":"英特尔四季度收入2016年来最低,指引堪称“灾难”,盘后大跌逾9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1177795399","media":"华尔街见闻","summary":"美国科技巨头英特尔在过去十个季度中第九次业绩逊于市场预期。该公司给出的今年一季度业绩指引更是被视作“灾难级”,如果营收仅达到指引范围低端,一季度将成为该公司2010年来收入最少的一个季度。1月26日周","content":"<html><head></head><body><blockquote>美国科技巨头英特尔在过去十个季度中第九次业绩逊于市场预期。该公司给出的今年一季度业绩指引更是被视作“灾难级”,如果营收仅达到指引范围低端,一季度将成为该公司2010年来收入最少的一个季度。</blockquote><p>1月26日周四美股盘后,英特尔公布2022年四季度及全年业绩。</p><p>由于个人电脑芯片销售的下滑幅度超出预期以及利润丰厚的服务器硬件市场竞争激烈,英特尔四季度业绩未能达到市场预期,这也是该公司在过去十个季度中第九次业绩逊于市场预期。</p><p>财报显示,<b>英特尔四季度营收为140亿美元,低于市场预期的145.8亿美元,创下2016年来最低季度收入,同比大幅下降32%,non-GAAP下降幅达28%</b>;全年营收为631亿美元,同比下降20%,non-GAAP下降幅为16%。</p><p>四季度每股损失0.16美元,non-GAAP下每股损失0.1美元,大幅低于市场预期的每股收益0.16美元;全年每股收益1.94美元,non-GAAP下每股收益1.84美元。</p><p><b>英特尔给出的今年一季度指引更是被市场视作“灾难级”。英特尔预期2023年一季度营收在105至115亿美元之间,大幅低于市场预期的140亿美元,如果一季度的业绩落在指引范围内的低端,今年一季度的收入将是该公司2010年以来最低的;预计一季度每股损失0.8美元,non-GAAP下每股损失将为0.15美元,大幅低于市场预期的每股收益0.25美元。</b></p><p>财报发布后,英特尔盘后股价深跌逾%。</p><p><img src=\"https://static.tigerbbs.com/a2077c0a3c62cb61bea06fdad9610e42\" tg-width=\"856\" tg-height=\"836\" width=\"100%\" height=\"auto\"/></p><p>四季度,英特尔的毛利率从2021年四季度的53.6%大幅下降至39.2%,净亏损则达到7亿美元;non-GAAP下毛利率则从55.8%下降至43.8%,净利润大幅下降92%至4亿美元。</p><p>英特尔首席财务官David Zinsner称:</p><blockquote>尽管宏观经济和市场环境对公司不利,但英特尔在第四季度的战略转型方面继续取得良好进展,包括推进我们的产品路线图和改进我们的运营结构和流程以提高效率,同时实现了在我们业绩指引范围内的业绩。</blockquote><blockquote>在2023年,我们将继续应对短期挑战,同时努力实现我们的长期承诺,包括提供基于开放和安全平台的领先产品,由大规模制造提供支持,并由我们出色的团队提供支持。</blockquote><blockquote>在去年四季度,我们采取措施调整组织规模并合理化我们的投资,优先考虑我们可以长期提供最高价值的领域。这些行动巩固了我们2023年30亿美元的成本削减目标,并为到2025年底实现80亿至100亿美元的成本削减奠定了基础。</blockquote><p><b>现金奶牛业务大幅下降逊于预期</b></p><p>拆分业务来看,去年四季度,被视作英特尔现金奶牛、包括个人电脑芯片在内的英特尔客户端计算业务部门贡献了66.3亿美元的收入,同比下降了36%,低于市场普遍预期的76.8亿美元。 有分析指出,这一季该部门的表现是这一部门自1990年代以来萎缩最大的一个季度。</p><p>英特尔数据中心和人工智能部门在四季度录得43亿美元的收入,同比下降33%,但仍略高于市场普遍预期的41.7亿美元。</p><p>包括网络产品在内的英特尔网络和创新部门四季度的收入为20.6亿美元,同比下降1%,低于市场普遍预期的22.6亿美元。</p><p><b>市场地位动摇、竞争对手挑战加剧,英特尔面临困境</b></p><p>有媒体分析称,英特尔的这份财报反映了英特尔面临的无数挑战,而这些挑战在其主要收入来源,即个人电脑芯片市场陷入低迷前就已经令公司一蹶不振。在芯片领域,这份财报进一步证明该公司进一步落后于主要竞争对手台积电和韩国三星。</p><p>为了重回正轨,英特尔需要其下游公司,即计算机制造商快速处理芯片库存并恢复订购组件。这将帮助英特尔的财务状况,但英特尔雄心勃勃的改革计划已经令该公司财务状况捉襟见肘。</p><p>计算机行业正在经历一次巨大的调整。英特尔营收下滑部分反映了个人电脑市场近几个月来的急剧下滑。研究公司Gartner表示,去年第四季度个人电脑出货量下降了28.5%,这是自1990年代开始追踪市场以来最严重的下滑。发达市场央行不断提高利率以应对通胀飙升和对可能出现衰退的担忧加剧,消费者支出受到打击。</p><p>根据Northland Securities分析师Gus Richard的估计,2022年个人电脑出货量同比下降了16%,今年将再次下降至2.6亿台。英特尔则预测,今年全球个人电脑出货量将处于其预测范围2.7亿至2.95亿台的低端。</p><p>英特尔仍然主导着服务器处理器市场,在全球的市场份额超过70%。 但它在这个利润丰厚的市场上的地位已经下滑,该公司近年来推出新产品的速度很慢,而AMD、ARM等竞争对手却屡屡有所收获。 一些客户还在开发自研芯片以取代英特尔处理器。这一切都给曾经控制着99%处理器市场份额的英特尔带来了痛苦的挫折。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔四季度收入2016年来最低,指引堪称“灾难”,盘后大跌逾9%\n</h2>\n\n<h4 class=\"meta\">\n\n2023-01-27 06:10 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国科技巨头英特尔在过去十个季度中第九次业绩逊于市场预期。该公司给出的今年一季度业绩指引更是被视作“灾难级”,如果营收仅达到指引范围低端,一季度将成为该公司2010年来收入最少的一个季度。1月26日周四美股盘后,英特尔公布2022年四季度及全年业绩。由于个人电脑芯片销售的下滑幅度超出预期以及利润丰厚的服务器硬件市场竞争激烈,英特尔四季度业绩未能达到市场预期,这也是该公司在过去十个季度中第九次业绩...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177795399","content_text":"美国科技巨头英特尔在过去十个季度中第九次业绩逊于市场预期。该公司给出的今年一季度业绩指引更是被视作“灾难级”,如果营收仅达到指引范围低端,一季度将成为该公司2010年来收入最少的一个季度。1月26日周四美股盘后,英特尔公布2022年四季度及全年业绩。由于个人电脑芯片销售的下滑幅度超出预期以及利润丰厚的服务器硬件市场竞争激烈,英特尔四季度业绩未能达到市场预期,这也是该公司在过去十个季度中第九次业绩逊于市场预期。财报显示,英特尔四季度营收为140亿美元,低于市场预期的145.8亿美元,创下2016年来最低季度收入,同比大幅下降32%,non-GAAP下降幅达28%;全年营收为631亿美元,同比下降20%,non-GAAP下降幅为16%。四季度每股损失0.16美元,non-GAAP下每股损失0.1美元,大幅低于市场预期的每股收益0.16美元;全年每股收益1.94美元,non-GAAP下每股收益1.84美元。英特尔给出的今年一季度指引更是被市场视作“灾难级”。英特尔预期2023年一季度营收在105至115亿美元之间,大幅低于市场预期的140亿美元,如果一季度的业绩落在指引范围内的低端,今年一季度的收入将是该公司2010年以来最低的;预计一季度每股损失0.8美元,non-GAAP下每股损失将为0.15美元,大幅低于市场预期的每股收益0.25美元。财报发布后,英特尔盘后股价深跌逾%。四季度,英特尔的毛利率从2021年四季度的53.6%大幅下降至39.2%,净亏损则达到7亿美元;non-GAAP下毛利率则从55.8%下降至43.8%,净利润大幅下降92%至4亿美元。英特尔首席财务官David Zinsner称:尽管宏观经济和市场环境对公司不利,但英特尔在第四季度的战略转型方面继续取得良好进展,包括推进我们的产品路线图和改进我们的运营结构和流程以提高效率,同时实现了在我们业绩指引范围内的业绩。在2023年,我们将继续应对短期挑战,同时努力实现我们的长期承诺,包括提供基于开放和安全平台的领先产品,由大规模制造提供支持,并由我们出色的团队提供支持。在去年四季度,我们采取措施调整组织规模并合理化我们的投资,优先考虑我们可以长期提供最高价值的领域。这些行动巩固了我们2023年30亿美元的成本削减目标,并为到2025年底实现80亿至100亿美元的成本削减奠定了基础。现金奶牛业务大幅下降逊于预期拆分业务来看,去年四季度,被视作英特尔现金奶牛、包括个人电脑芯片在内的英特尔客户端计算业务部门贡献了66.3亿美元的收入,同比下降了36%,低于市场普遍预期的76.8亿美元。 有分析指出,这一季该部门的表现是这一部门自1990年代以来萎缩最大的一个季度。英特尔数据中心和人工智能部门在四季度录得43亿美元的收入,同比下降33%,但仍略高于市场普遍预期的41.7亿美元。包括网络产品在内的英特尔网络和创新部门四季度的收入为20.6亿美元,同比下降1%,低于市场普遍预期的22.6亿美元。市场地位动摇、竞争对手挑战加剧,英特尔面临困境有媒体分析称,英特尔的这份财报反映了英特尔面临的无数挑战,而这些挑战在其主要收入来源,即个人电脑芯片市场陷入低迷前就已经令公司一蹶不振。在芯片领域,这份财报进一步证明该公司进一步落后于主要竞争对手台积电和韩国三星。为了重回正轨,英特尔需要其下游公司,即计算机制造商快速处理芯片库存并恢复订购组件。这将帮助英特尔的财务状况,但英特尔雄心勃勃的改革计划已经令该公司财务状况捉襟见肘。计算机行业正在经历一次巨大的调整。英特尔营收下滑部分反映了个人电脑市场近几个月来的急剧下滑。研究公司Gartner表示,去年第四季度个人电脑出货量下降了28.5%,这是自1990年代开始追踪市场以来最严重的下滑。发达市场央行不断提高利率以应对通胀飙升和对可能出现衰退的担忧加剧,消费者支出受到打击。根据Northland Securities分析师Gus Richard的估计,2022年个人电脑出货量同比下降了16%,今年将再次下降至2.6亿台。英特尔则预测,今年全球个人电脑出货量将处于其预测范围2.7亿至2.95亿台的低端。英特尔仍然主导着服务器处理器市场,在全球的市场份额超过70%。 但它在这个利润丰厚的市场上的地位已经下滑,该公司近年来推出新产品的速度很慢,而AMD、ARM等竞争对手却屡屡有所收获。 一些客户还在开发自研芯片以取代英特尔处理器。这一切都给曾经控制着99%处理器市场份额的英特尔带来了痛苦的挫折。","news_type":1},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952697100,"gmtCreate":1674672822900,"gmtModify":1676538951976,"author":{"id":"4130496531861782","authorId":"4130496531861782","name":"YMlB","avatar":"https://community-static.tradeup.com/news/a6ff366154731ed4b463f53e37785e66","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4130496531861782","authorIdStr":"4130496531861782"},"themes":[],"htmlText":"Anyone can tell me what's happening to MMV, please? Why it's keep falling down? ","listText":"Anyone can tell me what's happening to MMV, please? Why it's keep falling down? ","text":"Anyone can tell me what's happening to MMV, please? Why it's keep falling down?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952697100","repostId":"2303338413","repostType":2,"repost":{"id":"2303338413","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1673632320,"share":"https://ttm.financial/m/news/2303338413?lang=&edition=fundamental","pubTime":"2023-01-14 01:52","market":"us","language":"en","title":"MultiMetaVerse Shares Drop 10% After Thursday Rise, News","url":"https://stock-news.laohu8.com/highlight/detail?id=2303338413","media":"Dow Jones","summary":"By Chris Wack \n\n\n \n\n\n MultiMetaVerse Holdings Ltd. shares were down 10% at $3.10 one day after the ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\n \n</pre>\n<p>\n By Chris Wack \n</p>\n<pre>\n \n</pre>\n<p>\n MultiMetaVerse Holdings Ltd. shares were down 10% at $3.10 one day after the company said it has entered into a non-binding letter of intent to buy a majority equity stake in Orient TM Ruibo Ltd. \n</p>\n<p>\n The stock ended Thursday's session up 30%. \n</p>\n<p>\n As laid out in the letter, the company and/or its affiliates intends to buy a 72.81% equity stake in Orient TM Parent Ltd., also known as Taomee. \n</p>\n<p>\n The proposed transaction, if consummated, would significantly expand MultiMetaVerse's IP portfolio with the addition of Taomee's three signature IP brands, \"Mole's World,\" \"Seer\" and \"Flower Angel.\" \n</p>\n<p>\n Taomee is a Chinese entertainment and media company, targeting younger generations. \n</p>\n<p>\n Taomee Holdings was taken private by Orient TM and certain management of Taomee via a merger with Orient TM Merger Limited, at which point it became a wholly owned subsidiary of Orient TM. \n</p>\n<p>\n MultiMetaVerse shares hit their 52-week high of $17.75 on Jan.6, and their 52-week low of $2.40 on Tuesday. They are down 70% in the past three months. \n</p>\n<pre>\n \n</pre>\n<p>\n Write to Chris Wack at chris.wack@wsj.com \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n January 13, 2023 12:52 ET (17:52 GMT)\n</p>\n<p>\n Copyright (c) 2023 Dow Jones & Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MultiMetaVerse Shares Drop 10% After Thursday Rise, News</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMultiMetaVerse Shares Drop 10% After Thursday Rise, News\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-14 01:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\n \n</pre>\n<p>\n By Chris Wack \n</p>\n<pre>\n \n</pre>\n<p>\n MultiMetaVerse Holdings Ltd. shares were down 10% at $3.10 one day after the company said it has entered into a non-binding letter of intent to buy a majority equity stake in Orient TM Ruibo Ltd. \n</p>\n<p>\n The stock ended Thursday's session up 30%. \n</p>\n<p>\n As laid out in the letter, the company and/or its affiliates intends to buy a 72.81% equity stake in Orient TM Parent Ltd., also known as Taomee. \n</p>\n<p>\n The proposed transaction, if consummated, would significantly expand MultiMetaVerse's IP portfolio with the addition of Taomee's three signature IP brands, \"Mole's World,\" \"Seer\" and \"Flower Angel.\" \n</p>\n<p>\n Taomee is a Chinese entertainment and media company, targeting younger generations. \n</p>\n<p>\n Taomee Holdings was taken private by Orient TM and certain management of Taomee via a merger with Orient TM Merger Limited, at which point it became a wholly owned subsidiary of Orient TM. \n</p>\n<p>\n MultiMetaVerse shares hit their 52-week high of $17.75 on Jan.6, and their 52-week low of $2.40 on Tuesday. They are down 70% in the past three months. \n</p>\n<pre>\n \n</pre>\n<p>\n Write to Chris Wack at chris.wack@wsj.com \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n January 13, 2023 12:52 ET (17:52 GMT)\n</p>\n<p>\n Copyright (c) 2023 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4111":"出版","BK4585":"ETF&股票定投概念","NWS":"新闻集团","MMV":"MultiMetaVerse Holdings Limited"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303338413","content_text":"By Chris Wack \n\n\n \n\n\n MultiMetaVerse Holdings Ltd. shares were down 10% at $3.10 one day after the company said it has entered into a non-binding letter of intent to buy a majority equity stake in Orient TM Ruibo Ltd. \n\n\n The stock ended Thursday's session up 30%. \n\n\n As laid out in the letter, the company and/or its affiliates intends to buy a 72.81% equity stake in Orient TM Parent Ltd., also known as Taomee. \n\n\n The proposed transaction, if consummated, would significantly expand MultiMetaVerse's IP portfolio with the addition of Taomee's three signature IP brands, \"Mole's World,\" \"Seer\" and \"Flower Angel.\" \n\n\n Taomee is a Chinese entertainment and media company, targeting younger generations. \n\n\n Taomee Holdings was taken private by Orient TM and certain management of Taomee via a merger with Orient TM Merger Limited, at which point it became a wholly owned subsidiary of Orient TM. \n\n\n MultiMetaVerse shares hit their 52-week high of $17.75 on Jan.6, and their 52-week low of $2.40 on Tuesday. They are down 70% in the past three months. \n\n\n \n\n\n Write to Chris Wack at chris.wack@wsj.com \n\n\n \n\n\n (END) Dow Jones Newswires\n\n\n January 13, 2023 12:52 ET (17:52 GMT)\n\n\n Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":219311426674792,"gmtCreate":1694568547996,"gmtModify":1694568555145,"author":{"id":"4130496531861782","authorId":"4130496531861782","name":"YMlB","avatar":"https://community-static.tradeup.com/news/a6ff366154731ed4b463f53e37785e66","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4130496531861782","authorIdStr":"4130496531861782"},"themes":[],"htmlText":"Anybody knows any particular reasons that a sharp fall ? thanks ","listText":"Anybody knows any particular reasons that a sharp fall ? thanks ","text":"Anybody knows any particular reasons that a sharp fall ? thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219311426674792","repostId":"1175646820","repostType":4,"repost":{"id":"1175646820","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1694565374,"share":"https://ttm.financial/m/news/1175646820?lang=&edition=fundamental","pubTime":"2023-09-13 08:36","market":"us","language":"en","title":"Grab Stock Drops Nearly 7% After Hours","url":"https://stock-news.laohu8.com/highlight/detail?id=1175646820","media":"Tiger Newspress","summary":"Grab stock drops nearly 7% after hours. ","content":"<html><head></head><body><p>Grab stock dropped nearly 7% after hours Tuesday. Grab’s rival Ryde's files for a US$17 million IPO on NYSE may be the reason for its stock decline.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfcb4568774ed141b60b30f1f6c716fb\" title=\"\" tg-width=\"855\" tg-height=\"618\"/></p><p style=\"text-align: start;\">Singapore-based ride-hailing company Ryde is seeking to list on the New York Stock Exchange (NYSE).</p><p style=\"text-align: start;\">In a preliminary prospectus lodged on Aug 31, the home-grown startup indicated it intended to raise up to US$17 million in an initial public offering (IPO), with no pricing terms disclosed. New York-based investment bank Maxim Group is the sole bookrunner on the deal.</p><p style=\"text-align: start;\">Founded in 2014, the ride-hailing platform differentiated itself by focusing on its carpooling service. It also envisioned becoming a “super mobility app”, offering multiple mobility tools through a single app, according to the prospectus.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab Stock Drops Nearly 7% After Hours</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab Stock Drops Nearly 7% After Hours\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-09-13 08:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Grab stock dropped nearly 7% after hours Tuesday. Grab’s rival Ryde's files for a US$17 million IPO on NYSE may be the reason for its stock decline.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfcb4568774ed141b60b30f1f6c716fb\" title=\"\" tg-width=\"855\" tg-height=\"618\"/></p><p style=\"text-align: start;\">Singapore-based ride-hailing company Ryde is seeking to list on the New York Stock Exchange (NYSE).</p><p style=\"text-align: start;\">In a preliminary prospectus lodged on Aug 31, the home-grown startup indicated it intended to raise up to US$17 million in an initial public offering (IPO), with no pricing terms disclosed. New York-based investment bank Maxim Group is the sole bookrunner on the deal.</p><p style=\"text-align: start;\">Founded in 2014, the ride-hailing platform differentiated itself by focusing on its carpooling service. It also envisioned becoming a “super mobility app”, offering multiple mobility tools through a single app, according to the prospectus.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175646820","content_text":"Grab stock dropped nearly 7% after hours Tuesday. Grab’s rival Ryde's files for a US$17 million IPO on NYSE may be the reason for its stock decline.Singapore-based ride-hailing company Ryde is seeking to list on the New York Stock Exchange (NYSE).In a preliminary prospectus lodged on Aug 31, the home-grown startup indicated it intended to raise up to US$17 million in an initial public offering (IPO), with no pricing terms disclosed. New York-based investment bank Maxim Group is the sole bookrunner on the deal.Founded in 2014, the ride-hailing platform differentiated itself by focusing on its carpooling service. It also envisioned becoming a “super mobility app”, offering multiple mobility tools through a single app, according to the prospectus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957239125,"gmtCreate":1677261083667,"gmtModify":1677261088579,"author":{"id":"4130496531861782","authorId":"4130496531861782","name":"YMlB","avatar":"https://community-static.tradeup.com/news/a6ff366154731ed4b463f53e37785e66","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4130496531861782","authorIdStr":"4130496531861782"},"themes":[],"htmlText":"It's so worrying ","listText":"It's so worrying ","text":"It's so worrying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957239125","repostId":"1176583489","repostType":4,"repost":{"id":"1176583489","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":1677249033,"share":"https://ttm.financial/m/news/1176583489?lang=&edition=fundamental","pubTime":"2023-02-24 22:30","market":"us","language":"zh","title":"开盘 | 美股大幅低开,哔哩哔哩跌逾6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1176583489","media":"老虎资讯综合","summary":"2月24日,美股大幅低开,道指跌1.02%,纳指跌1.61%,标普500指数跌1.22%。热门中概股走低,纳斯达克中国金龙指数跌2.6%,哔哩哔哩跌逾6%,百度跌5%,阿里巴巴、京东跌逾4%。波音跌近","content":"<html><head></head><body><p>2月24日,美股大幅低开,道指跌1.02%,纳指跌1.61%,标普500指数跌1.22%。</p><p><img src=\"https://static.tigerbbs.com/46753dcc147461343575a1f1acfb4f5a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>热门中概股走低,纳斯达克中国金龙指数跌2.6%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌逾6%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌5%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>跌逾4%。</p><p><a href=\"https://laohu8.com/S/BA\">波音</a>跌近4%,美国联邦航空管理局表示,因发现对一个部件的“分析”存在问题,波音停止交付787梦幻客机。</p><p>Adobe跌近6%,美国司法部计划提起反垄断诉讼,旨在阻止Adobe以200亿美元收购云计算网络平台开发商Figma的计划。</p><p>Beyond Meat涨近12%,2022年Q4营收高于市场预期。</p><p>Opendoor跌近10%,2022年Q4营收同比下降25.25%。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>开盘 | 美股大幅低开,哔哩哔哩跌逾6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n开盘 | 美股大幅低开,哔哩哔哩跌逾6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-02-24 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月24日,美股大幅低开,道指跌1.02%,纳指跌1.61%,标普500指数跌1.22%。</p><p><img src=\"https://static.tigerbbs.com/46753dcc147461343575a1f1acfb4f5a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>热门中概股走低,纳斯达克中国金龙指数跌2.6%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌逾6%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌5%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>跌逾4%。</p><p><a href=\"https://laohu8.com/S/BA\">波音</a>跌近4%,美国联邦航空管理局表示,因发现对一个部件的“分析”存在问题,波音停止交付787梦幻客机。</p><p>Adobe跌近6%,美国司法部计划提起反垄断诉讼,旨在阻止Adobe以200亿美元收购云计算网络平台开发商Figma的计划。</p><p>Beyond Meat涨近12%,2022年Q4营收高于市场预期。</p><p>Opendoor跌近10%,2022年Q4营收同比下降25.25%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".IXIC":"NASDAQ Composite","BK4504":"桥水持仓",".SPX":"S&P 500 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Meat涨近12%,2022年Q4营收高于市场预期。Opendoor跌近10%,2022年Q4营收同比下降25.25%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951636588,"gmtCreate":1673472008644,"gmtModify":1676538841390,"author":{"id":"4130496531861782","authorId":"4130496531861782","name":"YMlB","avatar":"https://community-static.tradeup.com/news/a6ff366154731ed4b463f53e37785e66","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4130496531861782","authorIdStr":"4130496531861782"},"themes":[],"htmlText":"Good to know ","listText":"Good to know ","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951636588","repostId":"1126375496","repostType":4,"repost":{"id":"1126375496","pubTimestamp":1673450067,"share":"https://ttm.financial/m/news/1126375496?lang=&edition=fundamental","pubTime":"2023-01-11 23:14","market":"us","language":"zh","title":"华尔街坚信:欧元的反弹才刚刚开始","url":"https://stock-news.laohu8.com/highlight/detail?id=1126375496","media":"华尔街见闻","summary":"推动美元持续上涨的因素正在消失。","content":"<html><head></head><body><p>作者:葛佳明</p><p>华尔街投行们“大转向”,开始押注欧元区经济或将免于衰退之时,也对欧元越来越有信心了。</p><p>1月11日,媒体称,<b>与2022年下半年相比,现在市场情绪发生了巨大变化</b>,当时欧元兑美元跌破平价窗口,市场逐渐失去信心,但现在许多投资者都认为2023年美元将走软。</p><p>Aegon Asset Management的投资经理Gareth Gettinby表示,<b>随着能源危机缓解,欧美利差渐渐缩小,欧元的下行风险正在减弱</b>:</p><blockquote>欧洲经济或将带给投资者越来越多的惊喜,而在美国,这些惊喜正慢慢减少。</blockquote><p>对于欧元走势,德银和摩根士丹利的策略师表示,<b>欧元汇率可能从目前近七个月高点1欧元兑1.07美元继续反弹至1.15美元。野村证券的分析师认为,1月底前欧元汇率将升至1.10。</b></p><p><img src=\"https://static.tigerbbs.com/167dc8ac64ed8edd110636d5e4563045\" tg-width=\"640\" tg-height=\"404\" referrerpolicy=\"no-referrer\"/></p><p>比美联储更强硬的欧洲央行将提振欧元</p><p>摩根大通公司的策略师表示,他们仍然对欧元区的经济增长持保留态度,<b>但比美联储更强硬的欧洲央行将支撑欧元</b>。该银行最近几个月来首次将欧元从看跌转为中性。</p><p>1月6日,欧盟统计局公布数据显示,欧元区12月调和CPI初值同比9.2%,较上月10.1%继续下滑,同比增幅创4个月新低 。但剔除波动较大的能源、食品、酒类和烟草价格的核心通胀涨幅超过预期,创下5.2%的历史新高。</p><p>媒体称,根据欧盟委员会数据显示,尽管欧元区通胀仍接近历史高位,但消费者对价格走势的预期已基本回落至通胀飙升前的水平,欧洲央行计划将以稳定的速度继续加息。</p><p>分析师们指出,市场普遍认为本周四即将公布的美国12月CPI数据会使投资者们确认,<b>在未来欧洲央行将继续保持强硬态度,而美联储的加息可能会降温,利率差距的缩小将利好欧元。</b></p><p><b>根据媒体调查结果显示,市场普遍预计欧洲央行今年将加息150个基点,美联储加息60个基点。</b></p><p>渣打银行G-10全球外汇研究主管Steve Englander在1月9日的一份报告中表示,欧元区核心通胀和经济意外均继续走强,相较于美联储,欧洲央行的鹰派基调或将维持更长时间。</p><p>Englander指出,现在美国的经济数据意外比欧洲“弱”,表明利率上行压力较小,Englander解释称:</p><blockquote>12月工资通胀显著降温,平均每小时工资环比仅增长0.3%,同比增长4.6%,同样低于市场预期的5%,为2021年8月以来最低。任何工资增速减缓的信号都可能削弱美联储的鹰派立场。</blockquote><blockquote>同时,12月的非制造业ISM仅为49.6,陷入萎缩,也创自2010年以来的最低水平。</blockquote><p>德银外汇研究主管George Saravelos也认为,美国和欧元区的相对政策周期表明,美联储先于欧洲央行转向:</p><blockquote>在欧洲,最新的PMI数据显示今年冬天甚至可能不会出现衰退,失业率仍在下降,财政政策在结构上是宽松的。</blockquote><p>此外,Saravelos在看涨欧元的报告中指出,<b>推动美元持续上涨的因素正在消失</b>:</p><blockquote>美元避险吸引力的两个主要驱动因素为欧洲的能源危机和美联储,现在能源危机已经逐步消失。美联储的转向成了美元的最后支点。</blockquote></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>华尔街坚信:欧元的反弹才刚刚开始</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{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n华尔街坚信:欧元的反弹才刚刚开始\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-11 23:14 北京时间 <a href=https://wallstreetcn.com/articles/3679615><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:葛佳明华尔街投行们“大转向”,开始押注欧元区经济或将免于衰退之时,也对欧元越来越有信心了。1月11日,媒体称,与2022年下半年相比,现在市场情绪发生了巨大变化,当时欧元兑美元跌破平价窗口,市场逐渐失去信心,但现在许多投资者都认为2023年美元将走软。Aegon Asset Management的投资经理Gareth Gettinby表示,随着能源危机缓解,欧美利差渐渐缩小,欧元的下行风险...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3679615\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1a7793d923570c8fadc551eefc9bba6","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3679615","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1126375496","content_text":"作者:葛佳明华尔街投行们“大转向”,开始押注欧元区经济或将免于衰退之时,也对欧元越来越有信心了。1月11日,媒体称,与2022年下半年相比,现在市场情绪发生了巨大变化,当时欧元兑美元跌破平价窗口,市场逐渐失去信心,但现在许多投资者都认为2023年美元将走软。Aegon Asset Management的投资经理Gareth Gettinby表示,随着能源危机缓解,欧美利差渐渐缩小,欧元的下行风险正在减弱:欧洲经济或将带给投资者越来越多的惊喜,而在美国,这些惊喜正慢慢减少。对于欧元走势,德银和摩根士丹利的策略师表示,欧元汇率可能从目前近七个月高点1欧元兑1.07美元继续反弹至1.15美元。野村证券的分析师认为,1月底前欧元汇率将升至1.10。比美联储更强硬的欧洲央行将提振欧元摩根大通公司的策略师表示,他们仍然对欧元区的经济增长持保留态度,但比美联储更强硬的欧洲央行将支撑欧元。该银行最近几个月来首次将欧元从看跌转为中性。1月6日,欧盟统计局公布数据显示,欧元区12月调和CPI初值同比9.2%,较上月10.1%继续下滑,同比增幅创4个月新低 。但剔除波动较大的能源、食品、酒类和烟草价格的核心通胀涨幅超过预期,创下5.2%的历史新高。媒体称,根据欧盟委员会数据显示,尽管欧元区通胀仍接近历史高位,但消费者对价格走势的预期已基本回落至通胀飙升前的水平,欧洲央行计划将以稳定的速度继续加息。分析师们指出,市场普遍认为本周四即将公布的美国12月CPI数据会使投资者们确认,在未来欧洲央行将继续保持强硬态度,而美联储的加息可能会降温,利率差距的缩小将利好欧元。根据媒体调查结果显示,市场普遍预计欧洲央行今年将加息150个基点,美联储加息60个基点。渣打银行G-10全球外汇研究主管Steve Englander在1月9日的一份报告中表示,欧元区核心通胀和经济意外均继续走强,相较于美联储,欧洲央行的鹰派基调或将维持更长时间。Englander指出,现在美国的经济数据意外比欧洲“弱”,表明利率上行压力较小,Englander解释称:12月工资通胀显著降温,平均每小时工资环比仅增长0.3%,同比增长4.6%,同样低于市场预期的5%,为2021年8月以来最低。任何工资增速减缓的信号都可能削弱美联储的鹰派立场。同时,12月的非制造业ISM仅为49.6,陷入萎缩,也创自2010年以来的最低水平。德银外汇研究主管George Saravelos也认为,美国和欧元区的相对政策周期表明,美联储先于欧洲央行转向:在欧洲,最新的PMI数据显示今年冬天甚至可能不会出现衰退,失业率仍在下降,财政政策在结构上是宽松的。此外,Saravelos在看涨欧元的报告中指出,推动美元持续上涨的因素正在消失:美元避险吸引力的两个主要驱动因素为欧洲的能源危机和美联储,现在能源危机已经逐步消失。美联储的转向成了美元的最后支点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}