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慕子
慕子
·
2023-05-22
So
The U.S. banking industry is still "bleeding"! Yellen's words triggered another panic
美联储的最新数据显示，美国商业银行存款三周连降，这次大型银行“失血”最严重！分析师警告，耶伦的呼吁可能为下一次更大的危机埋下种子.......美联储上周五公布的最新H8报告显示，上周所有美国商业银行的
The U.S. banking industry is still "bleeding"! Yellen's words triggered another panic
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慕子
慕子
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2023-05-18
🕶️
Zhang Yong releases a letter to all employees! Alibaba's fiscal fourth quarter net profit exceeded expectations, multi-business launched financing listing plan
摘要：阿里巴巴第四财季净利润超预期！张勇发布全员信：阿里云将分拆上市，二次创业打造世界级科技公司！5月18日，阿里巴巴盘前发布财报：第四财季营收2,082.0亿元人民币，预估2,091.9亿元人民币；
Zhang Yong releases a letter to all employees! Alibaba's fiscal fourth quarter net profit exceeded expectations, multi-business launched financing listing plan
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慕子
慕子
·
2023-05-04
👌
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慕子
慕子
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2023-05-03
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Sorry, this post has been deleted
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慕子
慕子
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2023-05-03
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慕子
慕子
·
2023-05-03
OMG
First Republic Bank Plunges 90%! S&P downgrades its rating to 'CC': default 'almost inevitable'
5月3日，第一共和银行暴跌90%，标普周二将第一共和银行的垃圾级信用评级进一步下调，此前监管机构接管了这家银行，并向摩根大通出售了其资产。标普将该行评级从“B+”下调至“CC”，并表示预计第一共和银行
First Republic Bank Plunges 90%! S&P downgrades its rating to 'CC': default 'almost inevitable'
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慕子
慕子
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2023-05-02
👍🏻
Foreign media headlines | Again buried hidden dangers? First Republic Bank takeover approved
美国监管部门考虑上调企业存款账户保额上限。
Foreign media headlines | Again buried hidden dangers? First Republic Bank takeover approved
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慕子
慕子
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2023-05-02
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慕子
慕子
·
2023-04-25
👌
Opening | U.S. stocks open low, regional bank stocks generally fell, Pinduoduo fell more than 3%
道琼斯指数开盘下跌29.86点，跌幅0.09%，报33845.54点。
Opening | U.S. stocks open low, regional bank stocks generally fell, Pinduoduo fell more than 3%
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慕子
慕子
·
2023-04-25
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New car-making forces collectively declined, Tesla gradually pulled up and turned up
周二，美股新能源汽车板块走势分化，截至发稿，蔚来跌约7%，小鹏汽车跌近6%，理想汽车跌近5%；特斯拉则短线拉升，截至发稿已由跌转涨。消息面上，在马斯克一顿迅猛减价操作下，特斯拉Model Y SUV最
New car-making forces collectively declined, Tesla gradually pulled up and turned up
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","listText":"So ","text":"So","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/652271253","repostId":"2337694021","repostType":2,"repost":{"id":"2337694021","kind":"highlight","pubTimestamp":1684720044,"share":"https://ttm.financial/m/news/2337694021?lang=en_US&edition=fundamental","pubTime":"2023-05-22 09:47","market":"us","language":"zh","title":"The U.S. banking industry is still \"bleeding\"! Yellen's words triggered another panic","url":"https://stock-news.laohu8.com/highlight/detail?id=2337694021","media":"金十数据","summary":"美联储的最新数据显示，美国商业银行存款三周连降，这次大型银行“失血”最严重！分析师警告，耶伦的呼吁可能为下一次更大的危机埋下种子.......美联储上周五公布的最新H8报告显示，上周所有美国商业银行的","content":"<p><html><head></head><body>According to the latest data of the Federal Reserve, the deposits of commercial banks in the United States have dropped for three consecutive weeks, and this time, large banks have the worst \"blood loss\"! Analysts warn that Yellen's call could plant the seeds for the next bigger crisis... The latest H8 report from the Federal Reserve last Friday showed that,<strong>Deposits at all U.S. commercial banks fell last week, while overall credit provided by banks also fell slightly.</strong></p><p>Seasonally adjusted commercial bank deposits fell $26.4 billion to $17.1 trillion in the week ended May 10,<strong>Third consecutive week of decline, the lowest level in nearly two years</strong>。 This is largely due to the loss of deposits at large banks, while deposits at smaller banks have remained virtually unchanged. Total non-seasonally adjusted deposits slipped $57 billion, up $66.5 billion the previous week.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95034b49c13057a8544a8996602e409e\" title=\"\" tg-width=\"938\" tg-height=\"572\"/></p><p><strong>Large banks</strong>Deposits decreased by $21.6 billion, accounting for the most recent week's total bank deposit outflows.<strong>Maximum share</strong>。</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50815dd1695b5445e4937e88cc13d063\" title=\"\" tg-width=\"1280\" tg-height=\"610\"/></p><p>Jim Bianco, president and macro strategist at Bianco Research, points to a worrying message in these numbers, namely<strong>'Large time deposits' saw their first outflow since October last year</strong>Which is not a good sign. Jim wrote:</p><p>\"Large time deposits are an important battleground for banks to compete with money market funds, and now even this area has been reversed. Although it has only been a week, it is really surprising.\" The financial blog Zero Hedge noted that in the past five weeks, the seasonally adjusted outflow of bank deposits reached $379 billion, compared with the seasonally adjusted figure of only $171 billion. This is exactly why<strong>Fed claims more than $200 billion in tax-related deposits are still expected to return to banks</strong>The reason for.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74553a292f431a49b7835c62bdfad37d\" title=\"\" tg-width=\"938\" tg-height=\"594\"/></p><p>Meanwhile, as securities holdings declined,<strong>Credit provided by banks edged down to $17.32 trillion from $17.37 trillion a week ago.</strong></p><p>In terms of loan types, seasonally adjusted residential real estate loans decreased by $2.6 billion in the week ended May 10, while commercial real estate loans rose slightly. Consumer lending also increased from the previous week, while commercial and industrial lending decreased by $3.5 billion.</p><p>If divided by the size of the bank,<strong>Large bank loans decreased by $6.159 billion</strong>, while small bank lending actually increased by $6.85 billion (despite significant deposit outflows).</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64b8c28ef7db8cffd7b13f27bb2334d1\" title=\"\" tg-width=\"938\" tg-height=\"595\"/></p><p>The ongoing deposit outflow suggests that depositors' confidence in banks has not been fully repaired. At present, the banking industry is still struggling to escape the turmoil caused by the sudden collapse of Silicon Valley Bank.</p><p>On Friday, CNN quoted two people familiar with the matter as saying that during a meeting with the chief executives of large banks the previous day, U.S. Treasury Secretary Yellen told executives,<strong>More bank mergers may be needed as the industry continues to weather the crisis.</strong></p><p>This is not the first time Yellen has made similar remarks. Earlier this week, she said in an interview in Japan that pressure on U.S. local bank earnings could lead to more concentration in the sector and that regulators could be open to such mergers.</p><p>Yellen's comments provide further evidence,<strong>Suggests that the Biden administration is starting to take an interest in the idea of bank mergers</strong>。 Progressives have long expressed concern and the government itself is scrutinizing corporate concentration, but the worst banking crisis since 2008 has forced US regulators to rethink.</p><p>A spokesman for the Treasury Department declined to comment on the meeting, except for a statement after the meeting reaffirming the strength and soundness of the U.S. banking system.</p><p>Co-founder of Better Markets, a financial reform advocacy group<a href=\"https://laohu8.com/S/DENN\">Dennis</a>· Dennis Kelleher expressed concern about more bank mergers. He said:</p><p>\"Bank mergers that worsen the 'too big to fail' problem should not be allowed. This will only<strong>To plant the seeds for the next crisis,</strong>And the next crisis could be worse. \" U.S. regional bank stocks resumed losses after Yellen's remarks about a \"bank merger\" were brought to light last Friday, with the KBW Regional Banks Index falling 2.8%,<a href=\"https://laohu8.com/S/PACW\">Westpac U.S. Bank</a>Zion Bank,<a href=\"https://laohu8.com/S/WAL\">Aleans Western Bank</a>、<a href=\"https://laohu8.com/S/KEY\">KeyCorp</a>And<a href=\"https://laohu8.com/S/CMA\">Comerica Bank</a>The share price dropped by 1.8%-4%.</p><p>Raymond James analyst Mills said investors have shunned regional banking due to concerns about possible new regulations, soaring deposit costs and heavy shareholder losses following the recent collapse of several banks. He said:</p><p>\"Nobody wants to be a hero. With little warning, some banks have gone from being the most talked about in the industry to disappearing altogether. That has rather panicked investors.\"</body></html></p>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The U.S. banking industry is still \"bleeding\"! Yellen's words triggered another panic</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe U.S. banking industry is still \"bleeding\"! Yellen's words triggered another panic\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2023-05-22 09:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>According to the latest data of the Federal Reserve, the deposits of commercial banks in the United States have dropped for three consecutive weeks, and this time, large banks have the worst \"blood loss\"! Analysts warn that Yellen's call could plant the seeds for the next bigger crisis... The latest H8 report from the Federal Reserve last Friday showed that,<strong>Deposits at all U.S. commercial banks fell last week, while overall credit provided by banks also fell slightly.</strong></p><p>Seasonally adjusted commercial bank deposits fell $26.4 billion to $17.1 trillion in the week ended May 10,<strong>Third consecutive week of decline, the lowest level in nearly two years</strong>。 This is largely due to the loss of deposits at large banks, while deposits at smaller banks have remained virtually unchanged. Total non-seasonally adjusted deposits slipped $57 billion, up $66.5 billion the previous week.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95034b49c13057a8544a8996602e409e\" title=\"\" tg-width=\"938\" tg-height=\"572\"/></p><p><strong>Large banks</strong>Deposits decreased by $21.6 billion, accounting for the most recent week's total bank deposit outflows.<strong>Maximum share</strong>。</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50815dd1695b5445e4937e88cc13d063\" title=\"\" tg-width=\"1280\" tg-height=\"610\"/></p><p>Jim Bianco, president and macro strategist at Bianco Research, points to a worrying message in these numbers, namely<strong>'Large time deposits' saw their first outflow since October last year</strong>Which is not a good sign. Jim wrote:</p><p>\"Large time deposits are an important battleground for banks to compete with money market funds, and now even this area has been reversed. Although it has only been a week, it is really surprising.\" The financial blog Zero Hedge noted that in the past five weeks, the seasonally adjusted outflow of bank deposits reached $379 billion, compared with the seasonally adjusted figure of only $171 billion. This is exactly why<strong>Fed claims more than $200 billion in tax-related deposits are still expected to return to banks</strong>The reason for.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74553a292f431a49b7835c62bdfad37d\" title=\"\" tg-width=\"938\" tg-height=\"594\"/></p><p>Meanwhile, as securities holdings declined,<strong>Credit provided by banks edged down to $17.32 trillion from $17.37 trillion a week ago.</strong></p><p>In terms of loan types, seasonally adjusted residential real estate loans decreased by $2.6 billion in the week ended May 10, while commercial real estate loans rose slightly. Consumer lending also increased from the previous week, while commercial and industrial lending decreased by $3.5 billion.</p><p>If divided by the size of the bank,<strong>Large bank loans decreased by $6.159 billion</strong>, while small bank lending actually increased by $6.85 billion (despite significant deposit outflows).</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64b8c28ef7db8cffd7b13f27bb2334d1\" title=\"\" tg-width=\"938\" tg-height=\"595\"/></p><p>The ongoing deposit outflow suggests that depositors' confidence in banks has not been fully repaired. At present, the banking industry is still struggling to escape the turmoil caused by the sudden collapse of Silicon Valley Bank.</p><p>On Friday, CNN quoted two people familiar with the matter as saying that during a meeting with the chief executives of large banks the previous day, U.S. Treasury Secretary Yellen told executives,<strong>More bank mergers may be needed as the industry continues to weather the crisis.</strong></p><p>This is not the first time Yellen has made similar remarks. Earlier this week, she said in an interview in Japan that pressure on U.S. local bank earnings could lead to more concentration in the sector and that regulators could be open to such mergers.</p><p>Yellen's comments provide further evidence,<strong>Suggests that the Biden administration is starting to take an interest in the idea of bank mergers</strong>。 Progressives have long expressed concern and the government itself is scrutinizing corporate concentration, but the worst banking crisis since 2008 has forced US regulators to rethink.</p><p>A spokesman for the Treasury Department declined to comment on the meeting, except for a statement after the meeting reaffirming the strength and soundness of the U.S. banking system.</p><p>Co-founder of Better Markets, a financial reform advocacy group<a href=\"https://laohu8.com/S/DENN\">Dennis</a>· Dennis Kelleher expressed concern about more bank mergers. He said:</p><p>\"Bank mergers that worsen the 'too big to fail' problem should not be allowed. This will only<strong>To plant the seeds for the next crisis,</strong>And the next crisis could be worse. \" U.S. regional bank stocks resumed losses after Yellen's remarks about a \"bank merger\" were brought to light last Friday, with the KBW Regional Banks Index falling 2.8%,<a href=\"https://laohu8.com/S/PACW\">Westpac U.S. Bank</a>Zion Bank,<a href=\"https://laohu8.com/S/WAL\">Aleans Western Bank</a>、<a href=\"https://laohu8.com/S/KEY\">KeyCorp</a>And<a href=\"https://laohu8.com/S/CMA\">Comerica Bank</a>The share price dropped by 1.8%-4%.</p><p>Raymond James analyst Mills said investors have shunned regional banking due to concerns about possible new regulations, soaring deposit costs and heavy shareholder losses following the recent collapse of several banks. He said:</p><p>\"Nobody wants to be a hero. With little warning, some banks have gone from being the most talked about in the industry to disappearing altogether. That has rather panicked investors.\"</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=113126&type=news&data_type=0\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/068b26b28a08ad8758bd60229e5bb305","relate_stocks":{},"source_url":"https://xnews.jin10.com/webapp/details.html?id=113126&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2337694021","content_text":"美联储的最新数据显示，美国商业银行存款三周连降，这次大型银行“失血”最严重！分析师警告，耶伦的呼吁可能为下一次更大的危机埋下种子.......美联储上周五公布的最新H8报告显示，上周所有美国商业银行的存款均下滑，同时银行提供的整体信贷也小幅下降。截至5月10日当周，经季节性因素调整后的商业银行存款减少264亿美元至17.1万亿美元，为连续第三周下降，创近两年来最低水平。这主要是因为大型银行的存款流失，而小型银行的存款几乎没有变化。未经季节性调整后的存款总额下滑570亿美元，前一周增加665亿美元。大型银行的存款减少216亿美元，占最近一周银行存款总流出的最大份额。Bianco Research总裁兼宏观策略分析师Jim Bianco在这些数据中指出了一个令人担忧的信息，即“大额定期存款”出现了自去年10月以来的首次流出，这不是一个好兆头。Jim写道：“大额定期存款是银行与货币市场基金竞争的重要战场，而现在连这个领域都发生了逆转。虽然只有一个星期，但是确实令人惊讶。”金融博客零对冲则注意到，过去五周，未经季节性因素调整后的银行存款流出额达到3790亿美元，经季节性因素调整后的数字仅为1710亿美元。这正是为什么美联储声称仍有超过2000亿美元的与纳税有关的存款有望回流银行的原因。与此同时，由于证券持有量下降，银行提供的信贷从一周前的17.37万亿美元小幅降至17.32万亿美元。从贷款类型来看，截至5月10日当周，按经季节调整后的住宅房地产贷款减少26亿美元，而商业地产贷款小幅上升。消费者贷款也较前一周有所增加，而商业和工业贷款减少35亿美元。如果按银行规模来划分，大型银行贷款减少了61.59亿美元，而小型银行贷款实际上增加了68.5亿美元（尽管大量存款外流）。持续的存款外流表明储户对银行的信心尚未完全修复。当前，银行业仍在努力摆脱硅谷银行突然倒闭引发的动荡。上周五，CNN援引两位知情人士的话说，在此前一天与大型银行首席执行官的会议上，美国财政部长耶伦告诉高管们，随着该行业继续渡过危机，可能需要更多的银行合并。这不是耶伦首次发表类似言论。本周早些时候，她在日本接受采访时就表示，美国地方银行盈利的压力可能导致该行业更加集中，监管机构可能会对此类合并持开放态度。耶伦的评论提供了进一步的证据，表明拜登政府开始对银行合并的想法产生兴趣。进步派人士向来对此表示担忧，且政府自身也在审查企业集中度，但这场自2008年以来最严重的银行业危机已经迫使美国监管机构重新思考。财政部发言人拒绝就这次会面发表评论，只是会后发表声明重申美国银行体系的实力和稳健性。金融改革倡导组织Better Markets的联合创始人丹尼斯·凯莱赫（Dennis Kelleher）表达了对更多银行合并的担忧。他说：“不应该允许导致‘大而不能倒’问题恶化的银行合并。这只会为下一次危机埋下种子，而下一次危机可能会更糟。”上周五耶伦关于“银行合并”的言论被曝光后，美国区域银行股票恢复下跌，KBW区域银行指数下跌2.8%，西太平洋合众银行、齐昂银行、阿莱恩斯西部银行、KeyCorp和联信银行的股价跌幅达到1.8%-4%。Raymond James分析师米尔斯表示，由于担心可能出台的新监管规定、存款成本飙升，以及最近几家银行倒闭后股东损失惨重，投资者对地区银行业避而远之。他说：“没有人想成为英雄。在几乎没有任何警告的情况下，一些银行从业内最受关注的银行到完全消失。这让投资者相当恐慌。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":652835468,"gmtCreate":1684409439055,"gmtModify":1684409439055,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548242306046140","authorIdStr":"3548242306046140"},"themes":[],"title":"","htmlText":"🕶️","listText":"🕶️","text":"🕶️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/652835468","repostId":"1133481724","repostType":2,"repost":{"id":"1133481724","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1684407953,"share":"https://ttm.financial/m/news/1133481724?lang=en_US&edition=fundamental","pubTime":"2023-05-18 19:05","market":"us","language":"zh","title":"Zhang Yong releases a letter to all employees! Alibaba's fiscal fourth quarter net profit exceeded expectations, multi-business launched financing listing plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1133481724","media":"老虎资讯综合","summary":"摘要：阿里巴巴第四财季净利润超预期！张勇发布全员信：阿里云将分拆上市，二次创业打造世界级科技公司！5月18日，阿里巴巴盘前发布财报：第四财季营收2,082.0亿元人民币，预估2,091.9亿元人民币；","content":"<p><html><head></head><body><strong>Summary: Alibaba's fiscal fourth quarter net profit exceeded expectations!<a href=\"https://laohu8.com/NW/1147366126\" title=\"张勇发布全员信：阿里云将分拆上市，二次创业打造世界级科技公司！\" target=\"_blank\" class=\"\">Zhang Yong issued a letter to all employees: Alibaba Cloud will be spun off and listed, and build a world-class technology company for the second time!</a></strong>May 18,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Released earnings before the market: revenue of fiscal fourth quarter was RMB 208.20 billion, compared with the estimated RMB 209.19 billion; Adjusted earnings per ADS of RMB10.71; Adjusted EBITDA was RMB32.12 billion, representing a year-on-year increase of 37%; Adjusted net profit was RMB27.375 billion, representing a year-on-year increase of 38%; Cloud business revenue was RMB18.58 billion, compared with an estimated RMB20.19 billion.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d0fded1e32bc451c29bdf50ded611d2\" title=\"\" tg-width=\"1145\" tg-height=\"741\"/></p><p>The revenue of the commercial segment in China was RMB136.07 billion, -3% year-on-year, and the estimate was RMB142.24 billion; The revenue of the international business segment was RMB18.54 billion, +29% year-on-year, and the estimate was RMB16.94 billion.</p><p><p style=\"text-align: justify;\">The revenue of the local lifestyle services segment was RMB12.55 billion, +20% year-on-year, and the estimated revenue was RMB12.05 billion; Cainiao's revenue was RMB13.62 billion, +18% year-on-year, and it was estimated to be RMB14.02 billion.</p><p><p style=\"text-align: justify;\">Digital media and entertainment revenue was RMB8.27 billion, +3.3% year-on-year, and estimated to be RMB7.96 billion; Revenue from innovative businesses and others was RMB563 million, +47% year-on-year, and estimated to be RMB519.5 million.</p><p><p style=\"text-align: justify;\">Cloud business revenue was RMB18.58 billion, -2.1% year-on-year, and estimated to be RMB20.19 billion; Adjusted earnings per ADS amounted to RMB10.71, compared to RMB7.95 in the same period last year and an estimated RMB9.45.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb356f78c7e4785cd30e59455a4037b1\" title=\"\" tg-width=\"1059\" tg-height=\"775\"/></p><p>In addition, Alibaba continued to execute its share repurchase program this quarter. Approximately 21.5 million ADSs (equivalent to approximately 172.4 million shares of common stock) were repurchased for approximately $1.9 billion for the quarter ended March 31. As of March 31, 2023, Alibaba had approximately 20.5 billion shares of common stock outstanding (equivalent to approximately 2.6 billion ADSs). Under the current authorization, there is approximately $19.4 billion in repurchase lines valid until March 2025.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/459f014f1192f7f9eb138bd001069e66\" title=\"\" tg-width=\"1026\" tg-height=\"193\"/></p><p><p style=\"text-align: justify;\">The synergy between different businesses of Alibaba is remarkable, which also contributes new growth points to the company. According to the financial report, in March quarter, the growth rates of international business, rookie and local life service income were 29%, 18% and 17% respectively; Even in fiscal 2023, under the complex and changeable market situation and many uncertainties, the three businesses achieved revenue growth rates of 13%, 21% and 12% year-on-year, gradually becoming the new engine of Alibaba's steady growth.</p><p><h2 style=\"text-align: start;\">International Retail Quarterly Revenue Surges 41%</h2><p style=\"text-align: justify;\">Overseas e-commerce business continued to maintain strong momentum. During the quarter, international retail commercial orders including Lazada, AliExpress, Trendyol and Daraz increased 15% year-over-year overall and revenue increased 41% year-over-year.</p><p><p style=\"text-align: justify;\">Lazada achieved double-digit year-over-year order growth in the Southeast Asian market by optimizing the buyer experience and continues to expand its buyer base; Trendyol resumed business from March, as well as strong new business order growth, with quarterly order growth remaining resilient year-over-year.</p><p><p style=\"text-align: justify;\">This quarter, AliExpress launched Choice, a new service for consumers worldwide. Consumers in selected countries can enjoy services such as free shipping, free returns and delivery quality assurance when placing orders at Choice. Since its launch, Choice's daily order volume has grown rapidly, driving AliExpress to double-digit quarterly order growth.</p><p><p style=\"text-align: justify;\">According to statistics, since March, the order volume of AliExpress has increased rapidly, with a year-on-year increase of more than 50%. At the same time, at present, in South Korea, Spain and other countries that have opened Choice service, the download volume of AliExpress has soared to the top 3. The rapid growth of orders also puts forward higher requirements for warehouse and logistics capabilities. In May, AliExpress and Rookie announced that five new cross-border warehouses would be opened within one month, and the total area of preferred warehouses would be increased by tens of thousands of square meters, providing more warehouse space for merchants.</p><p><h2 style=\"text-align: start;\">Rookie Quarterly Revenue Up 18%</h2><p style=\"text-align: justify;\">Cainiao adhered to long-term investment and construction, and continuously improved its core capability of serving customers, providing strong impetus for performance growth. In the quarter, after offsetting the impact of cross-segment transactions, Cainiao's revenue increased 18% year-on-year to RMB13,619 million. Cainiao has made significant progress in building key logistics capabilities that affect the experience, such as international end-to-end fulfillment network and domestic door-to-door delivery.</p><p><p style=\"text-align: justify;\">In March this year, Cainiao became the first global logistics partner of the United Nations World Food Programme (WFP) in China. Through this partnership, Cainiao will help WFP shorten the delivery time of critical supplies during global emergencies. In Cainiao Yizhan, the number of door-to-door parcels delivered in China increased by 85% year-on-year, and a new service standard of \"1-minute quick pick-up and self-service pick-up before 24 o'clock\" was put forward.</p><p><p style=\"text-align: justify;\">In fiscal 2023, after offsetting the impact of cross-segment transactions, the cloud business recorded revenue of RMB77.203 billion and adjusted EBITA of RMB1.422 billion, representing a year-on-year increase of 24%, achieving its second consecutive year of profitability.</p><p><h2 style=\"text-align: start;\">Cloud business profitable for second consecutive year</h2><p style=\"text-align: justify;\">Alibaba Cloud has been committed to cloud computing, big data and artificial<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The research and development of (AI) core technologies promotes the development of computing power and artificial intelligence. In April this year, Alibaba Cloud released Tongyi Qianwen, an AI large model, and announced that it would access all Alibaba products for comprehensive upgrading. The data shows that more than 200,000 enterprises have applied for access to Tongyi Qianwen test, and the demand for large models exclusive to enterprises is very hot.</p><p><p style=\"text-align: justify;\">Nail released intelligent functional product integration based on Tongyi Qianwen large model. By entering the slash symbol (/) in DingTalk, users can evoke article creation, image generation,<a href=\"https://laohu8.com/S/300024\">Robot</a>More than 10 AI abilities such as training.</p><p><p style=\"text-align: justify;\">Since the beginning of this year, Alibaba Cloud has turned from defense to offense, launched price reduction and free trial plans for core products, greatly increased the commission rate of partners, expanded the customer base of public cloud and improved cloud utilization. According to the financial report, a number of initiatives will promote the long-term healthy and sustainable growth of Alibaba Cloud.</p><p><p style=\"text-align: justify;\">According to Gartner's 2022 global cloud computing IaaS market ranking, Alibaba Cloud ranks third globally and first in the Asia-Pacific market. Currently, Alibaba Cloud operates 86 availability zones in 28 geographical regions around the world, serving over 4 million customers worldwide.</p><p><h2 style=\"text-align: start;\">Multi-business launch financing listing plan</h2><p style=\"text-align: justify;\">Alibaba Group's Q4 and full-year financial report for fiscal year 2023 announced that the reform plan launched at the end of March is advancing rapidly and efficiently: Cloud Intelligence Group will move from Alibaba Group to be completely spun off and independent to go public, Cainiao and Hema will launch their listing plans, Alibaba International Digital Business Group will launch external financing, and the six major business groups will formally establish their boards of directors.</p><p><p style=\"text-align: justify;\">With the rapid implementation of a series of substantial progress, the development path of various business groups and business companies has become clearer.<strong>Alibaba's board of directors approved the spin-off of its cloud intelligence division, which will become a separate public company.</strong></p><p><p style=\"text-align: justify;\">At the same time, the board of directors of Alibaba Group approved the launch of the listing plan of Cainiao Group, which is expected to be completed in the next 12 to 18 months. This year coincides with the 10th anniversary of the founding of Rookie. After ten years of development, Cainiao has become a leading digital intelligence logistics company, forming five business segments: domestic logistics, international logistics, urban and rural terminals, logistics technology and logistics real estate, and continuously investing in global logistics infrastructure and supply chain capacity building. The time is ripe for market testing.</p><p><p style=\"text-align: justify;\">In addition, the board of directors of Alibaba Group also approved Hema to initiate the listing process, which is expected to be completed in the next six to 12 months. Born in 2015, Box Horse, as a benchmark for Alibaba to explore new retail, has formed a clear business model and a clear profit prospect.</p><p><p style=\"text-align: justify;\">The financial report also shows that the board of directors of Alibaba Group has approved and appointed the boards of directors of six major business groups. The directors of the business groups are senior business heads of Alibaba, who strongly support the rapid and healthy development of each business group with rich industry and market experience.</p><p>Alibaba fell 1% premarket after the earnings release.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65cd07222419ef153fde98eb5b964540\" title=\"\" tg-width=\"815\" tg-height=\"476\"/></p><p><h2 style=\"text-align: start;\">Zhang Yong issued a letter to all employees: Alibaba Cloud will be spun off and listed, and build a world-class technology company for the second time (with a letter to all employees)</h2>On the evening of May 18th, Zhang Yong, Chairman and CEO of Alibaba Group and Chairman and CEO of Alibaba Cloud Intelligent Group, sent a letter to the employees of Alibaba Cloud: In view of the huge differences between the business model, customer characteristics and development stage of Cloud Intelligent Group and most consumer Internet businesses of Alibaba Group, we plan to completely spin off Cloud Intelligent Group from Alibaba Group and complete the listing in the next 12 months, forming a new company completely independent of Alibaba Group in terms of equity and corporate governance. At the same time, Alibaba Cloud Intelligence Group will introduce external strategic investors.</p><p><p style=\"text-align: justify;\">In his letter to all employees, he said that the spin-off is for better development, and it is a brand-new beginning for Alibaba Cloud's second venture in the future. In the future, Alibaba Cloud Intelligent Group can face the market completely independently, further strengthen its business strategy and optimize its organization and operation. \"We have the opportunity to jointly build a world-class technology company.\"</p><p><p style=\"text-align: justify;\">In his letter, Zhang Yong put forward three expectations for all employees of Alibaba Cloud Intelligence: cherishing customer trust, adhering to technical ideals and maintaining an entrepreneurial mentality. He emphasized that the never-ending pursuit of technological advancement is the gene flowing in Alibaba Cloud's blood. In the past, Alibaba Cloud built China's only self-developed Feitian Cloud operating system from scratch. In the future, it hopes to continue to innovate in cloud computing and AI large models, and compete with world-class players.</p><p><p style=\"text-align: justify;\">Recently, Alibaba Cloud has released a series of new measures, including the release of AI large model Tongyi Qianwen, the launch of core product price reduction and free trial plan, and the substantial increase of partner commission rate, aiming to further expand the number of customers and the scale of cloud use in public cloud, and meet the computing power growth required by the wave of AI large model, so as to build a healthier and more sustainable growth momentum for the long-term development of Alibaba Cloud.</p><p><p style=\"text-align: justify;\">According to the latest financial report of Alibaba Group, Alibaba Cloud Intelligence has achieved profitability for two consecutive years with a total revenue of 77.203 billion yuan and an adjusted EBITA profit of 1.422 billion yuan in fiscal year 2023, representing a year-on-year increase of 24%.</p><p><p style=\"text-align: justify;\"><strong>Attached is the full text of the letter from all staff — —</strong></p><p><p style=\"text-align: justify;\">\"Start again and start again!\"</p><p><p style=\"text-align: justify;\">Dear students of Alibaba Cloud Intelligence,</p><p><p style=\"text-align: justify;\">This year marks the 14th year of Alibaba Cloud's birth. On September 11th, 2009, at the first all-staff meeting of Alibaba Cloud, Dr. Wang Jian put forward three important technical judgments for the future-the Internet is the infrastructure, the data center becomes a computer, and computing becomes a public service. Alibaba Cloud starts from this.</p><p><p style=\"text-align: justify;\">For fourteen years, we have witnessed the prophecy of yesteryear become reality and consensus. Today, Alibaba Cloud has become the first public cloud service provider in Asia and the top three in the world, and is moving from the digital age to the intelligent age. This is the best evidence of long-termism, and the best example of 'because you believe, you see'.</p><p><p style=\"text-align: justify;\">Standing at a new historical starting point, I also want to share with you an important decision in the development of Alibaba Cloud Intelligent Group:</p><p><p style=\"text-align: justify;\">Given that the business model, customer characteristics and development stage of Cloud Intelligence Group are greatly different from those of most consumer Internet businesses of Alibaba Group, we plan to completely spin off Cloud Intelligence Group from Alibaba Group and complete its listing in the next 12 months, forming a new company completely independent of Alibaba Group in terms of equity and corporate governance. At the same time, Alibaba Cloud Intelligence Group will introduce external strategic investors.</p><p><p style=\"text-align: justify;\">The spin-off is for better development, and it is a brand-new beginning for Alibaba Cloud's second venture in the future. In the future, Alibaba Cloud Intelligent Group can face the market more independently, further strengthen its business strategy, and optimize its organization and operation. This also requires us to have more entrepreneurial mentality, more responsibilities, and better balance the relationship between short-term growth anxiety and long-term development goals, so that we have the opportunity to jointly build a world-class technology company.</p><p><p style=\"text-align: justify;\">Achieving such a goal requires the joint efforts of all Alibaba Cloud Intelligent students. I would also like to raise three expectations to you here:</p><p><p style=\"text-align: justify;\">First, cherish customer trust. Customer trust is the lifeline of Alibaba Cloud. Only by winning the trust and respect of customers, they will always be with us and grow together. This is also an important consideration for me to put 'stability' and 'safety' ahead of 'performance' and 'cost' in my requirements for the technical team.</p><p><p style=\"text-align: justify;\">Secondly, adhere to technical ideals. The never-ending pursuit of technological advancement is the gene flowing in Alibaba Cloud's blood. In the past, we built the only self-developed Feitian Cloud operating system in China from scratch. In the future, we hope to continue to innovate in cloud computing and AI large models, pursue competition with world-class players, and truly become a world-class technology company.</p><p><p style=\"text-align: justify;\">Third, maintain an entrepreneurial mindset. After becoming an independent company, we will face more brand-new challenges, and our organization and business will also face the baptism of the market. This requires every Alibaba Cloud Intelligent student to give full play to his passion and creativity, seek truth and pragmatism, and pursue excellence, so as to achieve the sustainable development of the company and individuals.</p><p><p style=\"text-align: justify;\">In the past few months, both the external environment and Ali itself, we have experienced many major changes together and witnessed many important moments. I firmly believe that we are on the right path.</p><p><p style=\"text-align: justify;\">The road is long and obstructive, and the line is coming. A new starting point and a new journey, let's start a business again and start again together!</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zhang Yong releases a letter to all employees! Alibaba's fiscal fourth quarter net profit exceeded expectations, multi-business launched financing listing plan</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZhang Yong releases a letter to all employees! Alibaba's fiscal fourth quarter net profit exceeded expectations, multi-business launched financing listing plan\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-05-18 19:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Summary: Alibaba's fiscal fourth quarter net profit exceeded expectations!<a href=\"https://laohu8.com/NW/1147366126\" title=\"张勇发布全员信：阿里云将分拆上市，二次创业打造世界级科技公司！\" target=\"_blank\" class=\"\">Zhang Yong issued a letter to all employees: Alibaba Cloud will be spun off and listed, and build a world-class technology company for the second time!</a></strong>May 18,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Released earnings before the market: revenue of fiscal fourth quarter was RMB 208.20 billion, compared with the estimated RMB 209.19 billion; Adjusted earnings per ADS of RMB10.71; Adjusted EBITDA was RMB32.12 billion, representing a year-on-year increase of 37%; Adjusted net profit was RMB27.375 billion, representing a year-on-year increase of 38%; Cloud business revenue was RMB18.58 billion, compared with an estimated RMB20.19 billion.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d0fded1e32bc451c29bdf50ded611d2\" title=\"\" tg-width=\"1145\" tg-height=\"741\"/></p><p>The revenue of the commercial segment in China was RMB136.07 billion, -3% year-on-year, and the estimate was RMB142.24 billion; The revenue of the international business segment was RMB18.54 billion, +29% year-on-year, and the estimate was RMB16.94 billion.</p><p><p style=\"text-align: justify;\">The revenue of the local lifestyle services segment was RMB12.55 billion, +20% year-on-year, and the estimated revenue was RMB12.05 billion; Cainiao's revenue was RMB13.62 billion, +18% year-on-year, and it was estimated to be RMB14.02 billion.</p><p><p style=\"text-align: justify;\">Digital media and entertainment revenue was RMB8.27 billion, +3.3% year-on-year, and estimated to be RMB7.96 billion; Revenue from innovative businesses and others was RMB563 million, +47% year-on-year, and estimated to be RMB519.5 million.</p><p><p style=\"text-align: justify;\">Cloud business revenue was RMB18.58 billion, -2.1% year-on-year, and estimated to be RMB20.19 billion; Adjusted earnings per ADS amounted to RMB10.71, compared to RMB7.95 in the same period last year and an estimated RMB9.45.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb356f78c7e4785cd30e59455a4037b1\" title=\"\" tg-width=\"1059\" tg-height=\"775\"/></p><p>In addition, Alibaba continued to execute its share repurchase program this quarter. Approximately 21.5 million ADSs (equivalent to approximately 172.4 million shares of common stock) were repurchased for approximately $1.9 billion for the quarter ended March 31. As of March 31, 2023, Alibaba had approximately 20.5 billion shares of common stock outstanding (equivalent to approximately 2.6 billion ADSs). Under the current authorization, there is approximately $19.4 billion in repurchase lines valid until March 2025.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/459f014f1192f7f9eb138bd001069e66\" title=\"\" tg-width=\"1026\" tg-height=\"193\"/></p><p><p style=\"text-align: justify;\">The synergy between different businesses of Alibaba is remarkable, which also contributes new growth points to the company. According to the financial report, in March quarter, the growth rates of international business, rookie and local life service income were 29%, 18% and 17% respectively; Even in fiscal 2023, under the complex and changeable market situation and many uncertainties, the three businesses achieved revenue growth rates of 13%, 21% and 12% year-on-year, gradually becoming the new engine of Alibaba's steady growth.</p><p><h2 style=\"text-align: start;\">International Retail Quarterly Revenue Surges 41%</h2><p style=\"text-align: justify;\">Overseas e-commerce business continued to maintain strong momentum. During the quarter, international retail commercial orders including Lazada, AliExpress, Trendyol and Daraz increased 15% year-over-year overall and revenue increased 41% year-over-year.</p><p><p style=\"text-align: justify;\">Lazada achieved double-digit year-over-year order growth in the Southeast Asian market by optimizing the buyer experience and continues to expand its buyer base; Trendyol resumed business from March, as well as strong new business order growth, with quarterly order growth remaining resilient year-over-year.</p><p><p style=\"text-align: justify;\">This quarter, AliExpress launched Choice, a new service for consumers worldwide. Consumers in selected countries can enjoy services such as free shipping, free returns and delivery quality assurance when placing orders at Choice. Since its launch, Choice's daily order volume has grown rapidly, driving AliExpress to double-digit quarterly order growth.</p><p><p style=\"text-align: justify;\">According to statistics, since March, the order volume of AliExpress has increased rapidly, with a year-on-year increase of more than 50%. At the same time, at present, in South Korea, Spain and other countries that have opened Choice service, the download volume of AliExpress has soared to the top 3. The rapid growth of orders also puts forward higher requirements for warehouse and logistics capabilities. In May, AliExpress and Rookie announced that five new cross-border warehouses would be opened within one month, and the total area of preferred warehouses would be increased by tens of thousands of square meters, providing more warehouse space for merchants.</p><p><h2 style=\"text-align: start;\">Rookie Quarterly Revenue Up 18%</h2><p style=\"text-align: justify;\">Cainiao adhered to long-term investment and construction, and continuously improved its core capability of serving customers, providing strong impetus for performance growth. In the quarter, after offsetting the impact of cross-segment transactions, Cainiao's revenue increased 18% year-on-year to RMB13,619 million. Cainiao has made significant progress in building key logistics capabilities that affect the experience, such as international end-to-end fulfillment network and domestic door-to-door delivery.</p><p><p style=\"text-align: justify;\">In March this year, Cainiao became the first global logistics partner of the United Nations World Food Programme (WFP) in China. Through this partnership, Cainiao will help WFP shorten the delivery time of critical supplies during global emergencies. In Cainiao Yizhan, the number of door-to-door parcels delivered in China increased by 85% year-on-year, and a new service standard of \"1-minute quick pick-up and self-service pick-up before 24 o'clock\" was put forward.</p><p><p style=\"text-align: justify;\">In fiscal 2023, after offsetting the impact of cross-segment transactions, the cloud business recorded revenue of RMB77.203 billion and adjusted EBITA of RMB1.422 billion, representing a year-on-year increase of 24%, achieving its second consecutive year of profitability.</p><p><h2 style=\"text-align: start;\">Cloud business profitable for second consecutive year</h2><p style=\"text-align: justify;\">Alibaba Cloud has been committed to cloud computing, big data and artificial<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The research and development of (AI) core technologies promotes the development of computing power and artificial intelligence. In April this year, Alibaba Cloud released Tongyi Qianwen, an AI large model, and announced that it would access all Alibaba products for comprehensive upgrading. The data shows that more than 200,000 enterprises have applied for access to Tongyi Qianwen test, and the demand for large models exclusive to enterprises is very hot.</p><p><p style=\"text-align: justify;\">Nail released intelligent functional product integration based on Tongyi Qianwen large model. By entering the slash symbol (/) in DingTalk, users can evoke article creation, image generation,<a href=\"https://laohu8.com/S/300024\">Robot</a>More than 10 AI abilities such as training.</p><p><p style=\"text-align: justify;\">Since the beginning of this year, Alibaba Cloud has turned from defense to offense, launched price reduction and free trial plans for core products, greatly increased the commission rate of partners, expanded the customer base of public cloud and improved cloud utilization. According to the financial report, a number of initiatives will promote the long-term healthy and sustainable growth of Alibaba Cloud.</p><p><p style=\"text-align: justify;\">According to Gartner's 2022 global cloud computing IaaS market ranking, Alibaba Cloud ranks third globally and first in the Asia-Pacific market. Currently, Alibaba Cloud operates 86 availability zones in 28 geographical regions around the world, serving over 4 million customers worldwide.</p><p><h2 style=\"text-align: start;\">Multi-business launch financing listing plan</h2><p style=\"text-align: justify;\">Alibaba Group's Q4 and full-year financial report for fiscal year 2023 announced that the reform plan launched at the end of March is advancing rapidly and efficiently: Cloud Intelligence Group will move from Alibaba Group to be completely spun off and independent to go public, Cainiao and Hema will launch their listing plans, Alibaba International Digital Business Group will launch external financing, and the six major business groups will formally establish their boards of directors.</p><p><p style=\"text-align: justify;\">With the rapid implementation of a series of substantial progress, the development path of various business groups and business companies has become clearer.<strong>Alibaba's board of directors approved the spin-off of its cloud intelligence division, which will become a separate public company.</strong></p><p><p style=\"text-align: justify;\">At the same time, the board of directors of Alibaba Group approved the launch of the listing plan of Cainiao Group, which is expected to be completed in the next 12 to 18 months. This year coincides with the 10th anniversary of the founding of Rookie. After ten years of development, Cainiao has become a leading digital intelligence logistics company, forming five business segments: domestic logistics, international logistics, urban and rural terminals, logistics technology and logistics real estate, and continuously investing in global logistics infrastructure and supply chain capacity building. The time is ripe for market testing.</p><p><p style=\"text-align: justify;\">In addition, the board of directors of Alibaba Group also approved Hema to initiate the listing process, which is expected to be completed in the next six to 12 months. Born in 2015, Box Horse, as a benchmark for Alibaba to explore new retail, has formed a clear business model and a clear profit prospect.</p><p><p style=\"text-align: justify;\">The financial report also shows that the board of directors of Alibaba Group has approved and appointed the boards of directors of six major business groups. The directors of the business groups are senior business heads of Alibaba, who strongly support the rapid and healthy development of each business group with rich industry and market experience.</p><p>Alibaba fell 1% premarket after the earnings release.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65cd07222419ef153fde98eb5b964540\" title=\"\" tg-width=\"815\" tg-height=\"476\"/></p><p><h2 style=\"text-align: start;\">Zhang Yong issued a letter to all employees: Alibaba Cloud will be spun off and listed, and build a world-class technology company for the second time (with a letter to all employees)</h2>On the evening of May 18th, Zhang Yong, Chairman and CEO of Alibaba Group and Chairman and CEO of Alibaba Cloud Intelligent Group, sent a letter to the employees of Alibaba Cloud: In view of the huge differences between the business model, customer characteristics and development stage of Cloud Intelligent Group and most consumer Internet businesses of Alibaba Group, we plan to completely spin off Cloud Intelligent Group from Alibaba Group and complete the listing in the next 12 months, forming a new company completely independent of Alibaba Group in terms of equity and corporate governance. At the same time, Alibaba Cloud Intelligence Group will introduce external strategic investors.</p><p><p style=\"text-align: justify;\">In his letter to all employees, he said that the spin-off is for better development, and it is a brand-new beginning for Alibaba Cloud's second venture in the future. In the future, Alibaba Cloud Intelligent Group can face the market completely independently, further strengthen its business strategy and optimize its organization and operation. \"We have the opportunity to jointly build a world-class technology company.\"</p><p><p style=\"text-align: justify;\">In his letter, Zhang Yong put forward three expectations for all employees of Alibaba Cloud Intelligence: cherishing customer trust, adhering to technical ideals and maintaining an entrepreneurial mentality. He emphasized that the never-ending pursuit of technological advancement is the gene flowing in Alibaba Cloud's blood. In the past, Alibaba Cloud built China's only self-developed Feitian Cloud operating system from scratch. In the future, it hopes to continue to innovate in cloud computing and AI large models, and compete with world-class players.</p><p><p style=\"text-align: justify;\">Recently, Alibaba Cloud has released a series of new measures, including the release of AI large model Tongyi Qianwen, the launch of core product price reduction and free trial plan, and the substantial increase of partner commission rate, aiming to further expand the number of customers and the scale of cloud use in public cloud, and meet the computing power growth required by the wave of AI large model, so as to build a healthier and more sustainable growth momentum for the long-term development of Alibaba Cloud.</p><p><p style=\"text-align: justify;\">According to the latest financial report of Alibaba Group, Alibaba Cloud Intelligence has achieved profitability for two consecutive years with a total revenue of 77.203 billion yuan and an adjusted EBITA profit of 1.422 billion yuan in fiscal year 2023, representing a year-on-year increase of 24%.</p><p><p style=\"text-align: justify;\"><strong>Attached is the full text of the letter from all staff — —</strong></p><p><p style=\"text-align: justify;\">\"Start again and start again!\"</p><p><p style=\"text-align: justify;\">Dear students of Alibaba Cloud Intelligence,</p><p><p style=\"text-align: justify;\">This year marks the 14th year of Alibaba Cloud's birth. On September 11th, 2009, at the first all-staff meeting of Alibaba Cloud, Dr. Wang Jian put forward three important technical judgments for the future-the Internet is the infrastructure, the data center becomes a computer, and computing becomes a public service. Alibaba Cloud starts from this.</p><p><p style=\"text-align: justify;\">For fourteen years, we have witnessed the prophecy of yesteryear become reality and consensus. Today, Alibaba Cloud has become the first public cloud service provider in Asia and the top three in the world, and is moving from the digital age to the intelligent age. This is the best evidence of long-termism, and the best example of 'because you believe, you see'.</p><p><p style=\"text-align: justify;\">Standing at a new historical starting point, I also want to share with you an important decision in the development of Alibaba Cloud Intelligent Group:</p><p><p style=\"text-align: justify;\">Given that the business model, customer characteristics and development stage of Cloud Intelligence Group are greatly different from those of most consumer Internet businesses of Alibaba Group, we plan to completely spin off Cloud Intelligence Group from Alibaba Group and complete its listing in the next 12 months, forming a new company completely independent of Alibaba Group in terms of equity and corporate governance. At the same time, Alibaba Cloud Intelligence Group will introduce external strategic investors.</p><p><p style=\"text-align: justify;\">The spin-off is for better development, and it is a brand-new beginning for Alibaba Cloud's second venture in the future. In the future, Alibaba Cloud Intelligent Group can face the market more independently, further strengthen its business strategy, and optimize its organization and operation. This also requires us to have more entrepreneurial mentality, more responsibilities, and better balance the relationship between short-term growth anxiety and long-term development goals, so that we have the opportunity to jointly build a world-class technology company.</p><p><p style=\"text-align: justify;\">Achieving such a goal requires the joint efforts of all Alibaba Cloud Intelligent students. I would also like to raise three expectations to you here:</p><p><p style=\"text-align: justify;\">First, cherish customer trust. Customer trust is the lifeline of Alibaba Cloud. Only by winning the trust and respect of customers, they will always be with us and grow together. This is also an important consideration for me to put 'stability' and 'safety' ahead of 'performance' and 'cost' in my requirements for the technical team.</p><p><p style=\"text-align: justify;\">Secondly, adhere to technical ideals. The never-ending pursuit of technological advancement is the gene flowing in Alibaba Cloud's blood. In the past, we built the only self-developed Feitian Cloud operating system in China from scratch. In the future, we hope to continue to innovate in cloud computing and AI large models, pursue competition with world-class players, and truly become a world-class technology company.</p><p><p style=\"text-align: justify;\">Third, maintain an entrepreneurial mindset. After becoming an independent company, we will face more brand-new challenges, and our organization and business will also face the baptism of the market. This requires every Alibaba Cloud Intelligent student to give full play to his passion and creativity, seek truth and pragmatism, and pursue excellence, so as to achieve the sustainable development of the company and individuals.</p><p><p style=\"text-align: justify;\">In the past few months, both the external environment and Ali itself, we have experienced many major changes together and witnessed many important moments. I firmly believe that we are on the right path.</p><p><p style=\"text-align: justify;\">The road is long and obstructive, and the line is coming. A new starting point and a new journey, let's start a business again and start again together!</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133481724","content_text":"摘要：阿里巴巴第四财季净利润超预期！张勇发布全员信：阿里云将分拆上市，二次创业打造世界级科技公司！5月18日，阿里巴巴盘前发布财报：第四财季营收2,082.0亿元人民币，预估2,091.9亿元人民币；调整后每ADS收益 10.71元人民币；调整后EBITDA 321.2亿元人民币，同比增长37%；经调整净利润273.75亿元，同比增长38%；云业务收入185.8亿元人民币，预估201.9亿元人民币。中国商业分部收入1,360.7亿元人民币，同比-3%，预估1,422.4亿元人民币；国际商业分部收入185.4亿元人民币，同比+29%，预估169.4亿元人民币。本地生活服务分部收入125.5亿元人民币，同比+20%，预估120.5亿元人民币；菜鸟收入136.2亿元人民币，同比+18%，预估140.2亿元人民币。数字媒体及娱乐收入82.7亿元人民币，同比+3.3%，预估79.6亿元人民币；创新业务及其他收入5.63亿元人民币，同比+47%，预估5.195亿元人民币。云业务收入185.8亿元人民币，同比-2.1%，预估201.9亿元人民币；调整后每ADS收益10.71元人民币，上年同期7.95元人民币，预估9.45元人民币。此外，阿里本季度继续执行股份回购计划。截至3月31日季度，以约19亿美元回购了约2150万股美国存托股（相当于约1.724亿股普通股）。截至2023年3月31日，阿里巴巴流通的普通股为约205亿股（相等于约26亿股美国存托股）。在目前授权下，有约194亿美元回购额度，有效期至2025年3月。阿里巴巴不同业务间协同优势显著，也为公司贡献了新增长点。财报显示，3月份季度，国际商业、菜鸟、本地生活服务收入增速依次为29%、18%、17%；即便2023财年在复杂多变的市场形势及诸多不确定因素下，三个业务按年实现13%、21%、12%的收入增速，逐渐成为阿里巴巴业绩稳健增长的新引擎。国际零售季度收入劲增41%海外电商业务继续保持强劲势头。季度内，包含Lazada、速卖通、Trendyol和Daraz的国际零售商业订单量整体同比增长15%，收入同比增长41%。Lazada通过优化买家体验，在东南亚市场实现双位数订单同比增长，并继续扩大其买家基础；Trendyol从3月起业务恢复，以及新业务订单增长强劲，季度订单同比增长率保持强韧。本季度，速卖通面向全球消费者推出的新服务Choice，指定国家的消费者在Choice下单可享受免运费、免费退货和配送质量保证等服务。推出以来，Choice日订单量迅速增长，带动速卖通季度订单实现双位数增长。有数据显示，3月以来，速卖通订单量快速增长，同比去年增幅超50%。同时，目前在韩国、西班牙等开通Choice服务的多个国家，速卖通下载量均飙升至前3名。订单的快速增长对仓库及物流能力也提出了更高的要求。5月，速卖通联合菜鸟宣布，将在一个月内新开设5座跨境仓库，优选仓总面积再增数万平，为商家提供更多仓容空间。菜鸟季度收入增长18%菜鸟坚持长期主义投入与建设，服务客户的核心能力不断提升，为业绩增长提供强劲动力。本季度，在抵消跨分部交易的影响后，菜鸟的收入同比增长18%至人民币136.19亿元。在国际端到端履约网络、国内送货上门等影响体验的关键物流能力建设，菜鸟持续推进，明显进展。今年3月，菜鸟成为联合国世界粮食计划署（WFP）在中国的首个全球性物流合作伙伴，通过这项合作，菜鸟将帮助WFP在全球紧急情况下缩短关键物资的配送时间。在国内，菜鸟驿站送货上门包裹量同比增长85%，并提出“1分钟极速取、24点前自助取”服务新标准。2023财年，在抵消跨分部交易的影响后，云业务收入人民币772.03亿元，经调整EBITA人民币14.22亿元，同比增长24%，实现了连续第二年盈利。云业务连续第二年盈利阿里云一直致力于云计算、大数据和人工智能（AI）核心技术的研发，推动算力和人工智能的发展。今年4月，阿里云发布了AI大模型通义千问，并宣布将接入阿里巴巴所有产品，进行全面升级改造。数据显示，已经有超过20万家企业申请接入通义千问测试，企业专属大模型的需求十分火爆。钉钉发布了基于通义千问大模型的智能功能产品集成。用户在钉钉通过输入斜杠符号（/）就能唤起文章创建、图像生成、机器人训练等10余项AI能力。今年以来，阿里云转守为攻，推出核心产品降价和免费试用计划，大幅提高合作伙伴佣金率，扩大公有云客户基础、提升云端利用率。财报表示，多项举措推动将推动阿里云的长期健康和可持续增长。据Gartner 2022年全球云计算IaaS市场排名，阿里云全球排名第三，在亚太市场排名第一。目前，阿里云在全球28个地理区域运营着86个可用区，服务全球超400万客户。多业务启动融资上市计划阿里巴巴集团2023财年Q4及全年财报宣布，于3月底启动的改革计划正在快速高效推进：云智能集团将从阿里巴巴集团完全分拆独立走向上市，菜鸟、盒马启动上市计划，阿里国际数字商业集团启动外部融资，六大业务集团正式成立董事会。随着一系列实质性进展的快速落地，各业务集团和业务公司发展路径也更加清晰。阿里巴巴董事会批准了云智能部门的分拆，云智能部门将成为独立上市公司。同时，阿里巴巴集团董事会批准启动菜鸟集团上市计划，预计在未来 12到18个月内完成。今年恰逢菜鸟成立十周年。经过十年发展，菜鸟已经成为一家领先的数智物流公司，形成国内物流、国际物流、城乡末端、物流科技和物流地产五大业务板块，并持续投入全球物流基础设施和供应链能力建设，面向市场检验的时机已经成熟。此外，阿里巴巴集团董事会还批准盒马启动上市流程，预计将在未来6到12个月内完成。诞生于2015年的盒马，作为阿里巴巴探索新零售的标杆，已形成清晰的商业模式和较为明确的盈利前景。财报还显示，阿里巴巴集团董事会已批准和任命六大业务集团董事会。业务集团董事由阿里巴巴资深业务负责人担任，以丰富的行业和市场经验，有力支持各业务集团的高速健康发展。财报发布后，阿里巴巴盘前下跌1%。张勇发布全员信：阿里云将分拆上市，二次创业打造世界级科技公司（附全员信）5月18日晚间消息，阿里巴巴集团董事会主席兼CEO、阿里云智能集团董事长兼CEO张勇向阿里云员工发出全员信：鉴于云智能集团的商业模式、客户特征和发展阶段与阿里巴巴集团大多数消费互联网业务有巨大差异性，我们计划在未来12个月将云智能集团从阿里集团完全分拆并完成上市，在股权和公司治理上形成一家与阿里集团完全独立的新公司。同时，阿里云智能集团将引入外部战略投资者。他在全员信中表示，分拆是为了更好地发展，是阿里云面向未来二次创业的全新开始。未来，阿里云智能集团可以完全独立面向市场，进一步强化业务战略，优化组织和运营，“我们有机会共同打造一家世界级的科技公司。”张勇在信中对阿里云智能全体员工提出了三点期待：珍惜客户信任、坚持技术理想和保持创业心态。他强调，对技术先进性永无止境的追求，是阿里云流淌在血液里的基因。过去阿里云从无到有打造了中国唯一自研的飞天云操作系统，未来希望在云计算、AI大模型上持续创新，和世界级选手同场竞技。近期，阿里云发布了一系列新举措，包括发布AI大模型通义千问、推出核心产品降价和免费试用计划、大幅提高合作伙伴佣金率，旨在进一步扩大公共云的客户数量和用云规模，并满足AI大模型浪潮所需的算力增长，为阿里云的长远发展构建更健康、更可持续的增长动力。据阿里巴巴集团最新财报，阿里云智能在2023财年总收入为772.03亿元，经调整EBITA利润为14.22亿元，同比增长24%，已连续两年实现盈利。附全员信全文——《再创业 再出发！》各位阿里云智能的同学，今年是阿里云诞生第14年。2009年9月11日，在阿里云第一次全体员工大会上，王坚博士对未来提出了三个重要的技术判断——互联网是基础设施，数据中心成为一台计算机，计算成为公共服务。阿里云由此出发。十四年来，我们见证了昔日预言成为了现实和共识。今天，阿里云成为亚洲第一、世界前三的公共云服务提供商，并正在从数字时代走向智能时代。这是长期主义最好的佐证，也是‘因为相信，所以看见’的最好例证。站在新的历史起点，我也想跟大家分享一下阿里云智能集团发展中的一个重要决定：鉴于云智能集团的商业模式、客户特征和发展阶段与阿里巴巴集团大多数消费互联网业务有巨大差异性，我们计划在未来12个月将云智能集团从阿里集团完全分拆并完成上市，在股权和公司治理上形成一家与阿里集团完全独立的新公司。同时，阿里云智能集团将引入外部战略投资者。分拆是为了更好地发展，是阿里云面向未来二次创业的全新开始。未来，阿里云智能集团可以更独立面向市场，进一步强化业务战略，优化组织和运营。这也需要我们拥有更多创业心态、更多职责担当，更好地平衡短期增长焦虑和长期发展目标的关系，我们才有机会共同打造一家世界级的科技公司。实现这样的目标，需要全体阿里云智能同学的共同努力。我也在此向大家提出三点期待：首先，珍惜客户信任。客户信任是阿里云的生命线。唯有赢得客户的信任和尊重，他们才会和我们始终在一起，共同成长。这也是我在对技术团队的要求中，把‘稳定’‘安全’放在‘性能’‘成本’前面的重要考量。其次，坚持技术理想。对技术先进性永无止境的追求，是阿里云流淌在血液里的基因。过去我们从无到有打造了中国唯一自研的飞天云操作系统，未来我们希望在云计算、AI大模型上持续创新，追求和世界级选手同场竞技，真正成为一家世界级的科技公司。第三，保持创业心态。成为一家独立公司后，我们将面临更多全新挑战，我们的组织和业务也会直面市场的洗礼，这需要每一位阿里云智能同学充分发挥自己的激情和创造力，求真务实，追求卓越，从而实现公司和个人的可持续发展。过去几个月以来，无论外部环境还是阿里自身，我们共同经历了很多重大变化，也见证了很多重要时刻的发生。我坚信，我们正走在一条正确的道路上。道阻且长，行则将至。新起点新征程，让我们一起，再创业，再出发！","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":3129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658724585,"gmtCreate":1683159431249,"gmtModify":1683159431249,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548242306046140","authorIdStr":"3548242306046140"},"themes":[],"title":"","htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658724585","repostId":"1175703742","repostType":2,"isVote":1,"tweetType":1,"viewCount":3704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658769487,"gmtCreate":1683124767550,"gmtModify":1683124767550,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548242306046140","authorIdStr":"3548242306046140"},"themes":[],"title":"","htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658769487","repostId":"1104862242","repostType":2,"isVote":1,"tweetType":1,"viewCount":3389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658769252,"gmtCreate":1683124716077,"gmtModify":1683124716077,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548242306046140","authorIdStr":"3548242306046140"},"themes":[],"title":"","htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658769252","repostId":"2332922503","repostType":2,"isVote":1,"tweetType":1,"viewCount":3158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658769682,"gmtCreate":1683124674348,"gmtModify":1683124674348,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548242306046140","authorIdStr":"3548242306046140"},"themes":[],"title":"","htmlText":"OMG","listText":"OMG","text":"OMG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658769682","repostId":"2332494436","repostType":2,"repost":{"id":"2332494436","kind":"news","pubTimestamp":1683124417,"share":"https://ttm.financial/m/news/2332494436?lang=en_US&edition=fundamental","pubTime":"2023-05-03 22:33","market":"us","language":"zh","title":"First Republic Bank Plunges 90%! S&P downgrades its rating to 'CC': default 'almost inevitable'","url":"https://stock-news.laohu8.com/highlight/detail?id=2332494436","media":"新浪财经","summary":"5月3日，第一共和银行暴跌90%，标普周二将第一共和银行的垃圾级信用评级进一步下调，此前监管机构接管了这家银行，并向摩根大通出售了其资产。标普将该行评级从“B+”下调至“CC”，并表示预计第一共和银行","content":"<p><html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dbbf32495b066ff83ae3fad253012f8\" title=\"\" tg-width=\"550\" tg-height=\"275\"/></p><p>First Republic Bank plunged 90% on May 3, and S&P will<a href=\"https://laohu8.com/S/FRCB\">First Republic Bank</a>of junk-rated credit rating was further downgraded after regulators took over the bank and issued<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Sold its assets. S&P downgraded the bank to \"CC\" from \"B +\" and said it expected a default by First Republic Bank to be \"almost inevitable\"<strong><span style=\"color:#562727;\" class=\"color-mark\">(Note: The First Republic Bank code has been changed from FRC to FRCB. First Republic Bank is trading on the pink sheet!)</span></strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26f39b3e1021381d369fb1c8cfa3ea0a\" tg-width=\"560\" tg-height=\"240\"/></p><p>With JPMorgan assuming the vast majority of First Republic Bank's assets, the bank is highly likely to default on any other senior financial debt given its insufficient remaining asset base, S&P said.</p><p>S&P also downgraded First Republic Bank's subordinated debt and the credit rating of preferred shares to \"D\" from \"B-\".</p><p></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>First Republic Bank Plunges 90%! S&P downgrades its rating to 'CC': default 'almost inevitable'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFirst Republic Bank Plunges 90%! S&P downgrades its rating to 'CC': default 'almost inevitable'\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2023-05-03 22:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dbbf32495b066ff83ae3fad253012f8\" title=\"\" tg-width=\"550\" tg-height=\"275\"/></p><p>First Republic Bank plunged 90% on May 3, and S&P will<a href=\"https://laohu8.com/S/FRCB\">First Republic Bank</a>of junk-rated credit rating was further downgraded after regulators took over the bank and issued<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Sold its assets. S&P downgraded the bank to \"CC\" from \"B +\" and said it expected a default by First Republic Bank to be \"almost inevitable\"<strong><span style=\"color:#562727;\" class=\"color-mark\">(Note: The First Republic Bank code has been changed from FRC to FRCB. First Republic Bank is trading on the pink sheet!)</span></strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26f39b3e1021381d369fb1c8cfa3ea0a\" tg-width=\"560\" tg-height=\"240\"/></p><p>With JPMorgan assuming the vast majority of First Republic Bank's assets, the bank is highly likely to default on any other senior financial debt given its insufficient remaining asset base, S&P said.</p><p>S&P also downgraded First Republic Bank's subordinated debt and the credit rating of preferred shares to \"D\" from \"B-\".</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023050315315981f770b9&s=b\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2dbbf32495b066ff83ae3fad253012f8","relate_stocks":{"FRCB":"第一共和银行"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023050315315981f770b9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2332494436","content_text":"5月3日，第一共和银行暴跌90%，标普周二将第一共和银行的垃圾级信用评级进一步下调，此前监管机构接管了这家银行，并向摩根大通出售了其资产。标普将该行评级从“B+”下调至“CC”，并表示预计第一共和银行的违约“几乎是必然的”（注：第一共和银行代码已变更，由FRC变更为FRCB。第一共和银行在粉单交易了！）标普表示，由于摩根大通承担了第一共和银行的绝大部分资产，鉴于剩余资产基础不足，该银行极有可能在任何其他高级金融债务上违约。标普还将第一共和银行的次级债和优先股的信用评级从“B-”下调至“D”。","news_type":1,"symbols_score_info":{"FRCB":0.9}},"isVote":1,"tweetType":1,"viewCount":3267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658463335,"gmtCreate":1682991144629,"gmtModify":1682991144629,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548242306046140","authorIdStr":"3548242306046140"},"themes":[],"title":"","htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658463335","repostId":"1182075616","repostType":2,"repost":{"id":"1182075616","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1682987368,"share":"https://ttm.financial/m/news/1182075616?lang=en_US&edition=fundamental","pubTime":"2023-05-02 08:29","market":"us","language":"zh","title":"Foreign media headlines | Again buried hidden dangers? First Republic Bank takeover approved","url":"https://stock-news.laohu8.com/highlight/detail?id=1182075616","media":"老虎资讯综合","summary":"美国监管部门考虑上调企业存款账户保额上限。","content":"<p><html><head></head><body><strong>The headlines that the global financial media paid common attention to last night and this morning mainly include:</strong></p><p><strong>1. First Republic Bank was taken under JPMorgan Chase, and criticism came one after another</strong><strong>2. U.S. regulatory authorities consider raising the upper limit of corporate deposit account insurance</strong><strong>3. IMF CEO: Rapidly rising interest rates have exposed the vulnerability of the banking industry</strong><strong>4. U.S. manufacturing activity shrank for sixth consecutive month, the longest since 2009</strong><strong>5. Stagflation will make it difficult for the Federal Reserve to ride a tiger, and the stock and bond markets will face pricing errors</strong><strong>6. Wilson, a well-known short on Wall Street: The Fed's hawkish signal may weigh on the stock market</strong><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e28120e83d9ab97aebc9df98c5afa1e5\" title=\"\" tg-width=\"550\" tg-height=\"359\"/></p><p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/NW/1165574147\" title=\"第一共和银行被摩根大通收归麾下 批评之声接踵而至\" target=\"_blank\">First Republic Bank was taken under JPMorgan Chase, criticism followed</a></strong></p><p><p style=\"text-align: start;\">JPMorgan Chase agreed to buy First Republic Bank in the United States, prompted by the Biden administration. The deal, announced hours after US regulators officially took over First Republic, would make JPMorgan Chase, already the nation's largest bank, even bigger while minimizing losses to the FDIC's guaranteed funds. Previously, the banking industry tried to fill the financial loopholes of First Republic itself, but these efforts failed, and JPMorgan Chase eventually took over.</p><p><p style=\"text-align: start;\">Sen. Elizabeth Warren of Massachusetts tweeted,<strong>\"The collapse of First Republic shows that deregulation has made the problem of banks 'too big to fail' worse. A poorly supervised bank is bought by a larger bank, and it is the taxpayers who are ultimately locked up. Congress needs to make major changes to legislation to fix problems in the banking system.\"</strong></p><p><p style=\"text-align: start;\">Senate Banking Committee Chairman Sherrod Brown, D-Ohio, blamed the failure of First Republic Bank on the bank's \"high-risk behavior, unique business model and mismanagement.\"</p><p><p style=\"text-align: start;\">\"It's clear we need stronger guardrails,\" Brown said in a statement. \"We have to make large banks more resilient in the face of failures in order to maintain financial stability and ensure the competitive environment in the long run.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/822cb4a1374d51f02ef1959a52a78ef4\" title=\"\" tg-width=\"550\" tg-height=\"267\"/></p><p><p style=\"text-align: start;\"><strong>US regulators consider raising the cap on insured corporate deposit accounts</strong></p><p><p style=\"text-align: start;\">The Federal Deposit Insurance Corporation (FDIC) wants to overhaul its deposit insurance program after several recent bank failures led to a partial outflow of deposit insurance funds.</p><p><p style=\"text-align: start;\">The FDIC currently has a maximum insured amount of $250,000 for most deposit accounts, and the agency listed three options Monday, highlighting the reasons for reforms due to technological changes and the high concentration of uninsured customers in the banking system.</p><p><p style=\"text-align: start;\">In the report, the FDIC said it was considering a shift to \"targeted coverage\", in which business accounts receive more insured than the current cap, which it believed would be the best option to ensure financial stability. However, such reforms require legislation by Congress. The FDIC said other options include keeping the existing cap on insured amounts unchanged or moving to covering all deposits.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca1494830e71843e1c60217ec518290e\" title=\"\" tg-width=\"550\" tg-height=\"309\"/></p><p><p style=\"text-align: start;\"><strong>IMF Managing Director: Rapidly Rising Interest Rates Expose Banking Vulnerability</strong></p><p><p style=\"text-align: start;\">International Monetary Fund (IMF) chief Kristalina Georgieva said the rapid rise in interest rates \"exposes the vulnerability of the financial sector\" and that the banking sector needs to be wary of more risks. Industry leaders need to \"anticipate the unexpected and be prepared to act when they happen, because they will come,\" Georgieva said in an interview on the sidelines of the Milken Institute Global Conference.</p><p><p style=\"text-align: start;\">\"What we've experienced over the past few years is a series of unimaginable events,\" Georgieva said, \"the pandemic, the war in Ukraine, the rapid spike in interest rates after years of low levels.\"</p><p><p style=\"text-align: start;\">Georgieva's statement came on Monday as U.S. regulators continued their efforts to boost a banking sector hit by the Fed's aggressive rate hike and accelerated withdrawals from depositors. First Republic Bank became the fourth regional bank to fail since the banking turmoil began in March. The Federal Deposit Insurance Corp. arranged over the weekend to sell it to JPMorgan.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a02c0f94b49ab1d763363aab4a3797b\" title=\"\" tg-width=\"550\" tg-height=\"367\"/></p><p><p style=\"text-align: start;\"><strong>U.S. manufacturing activity contracts for sixth straight month, longest since 2009</strong></p><p><p style=\"text-align: start;\">U.S. manufacturing activity contracted for the sixth straight month in April, the longest since 2009, indicating that the sector's sluggish momentum will be difficult to reverse.</p><p><p style=\"text-align: start;\">The manufacturing index (2573.741, 22.59, 0.89%) rose to 47.1 last month from a nearly three-year low of 46.3 the previous month, according to data released Monday by the Institute for Supply Management (ISM). A reading below 50 indicates that activity is in a state of atrophy. A measure of the price paid for raw materials rebounded to its highest level since July last year. Crude oil prices recovered earlier last month, but recently cooled by demand worries.</p><p><p style=\"text-align: start;\">Data released last week showed that the inflation gauge valued by the Federal Reserve soared in March. The central bank is expected to rate hike 25 basis points this week.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fb6d40a2f2c63c7c25f31344e0ad0e1\" title=\"\" tg-width=\"550\" tg-height=\"366\"/></p><p><p style=\"text-align: start;\"><strong>Stagflation will make the Fed ride a tiger, stock and bond markets face pricing errors</strong></p><p><p style=\"text-align: start;\">U.S. financial markets are caught in a tug-of-war between inflation and recession fears, and investors are trying to guess what the Fed will do next, but they may be ignoring a more dangerous outcome: stagflation.</p><p><p style=\"text-align: start;\">The overlap of economic slowdown and persistent inflation may quench the hopes of the Federal Reserve to reverse its tightening policy, and lead to a series of assets being mispriced, reversing the rally of stock markets, credit markets and other risky assets this year.</p><p><p style=\"text-align: start;\">This is what some economists call \"mild stagflation\". For fund managers who have not yet fully emerged from the shadow of the double killing of stocks and bonds in 2022, such a macroeconomic environment is troubling.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/547dfcb42bd1bd4301bd79cf5cef6c64\" title=\"\" tg-width=\"550\" tg-height=\"367\"/></p><p><p style=\"text-align: start;\"><strong>Wilson, a well-known Wall Street bear: Hawkish Fed signals could weigh on stocks</strong></p><p><p style=\"text-align: start;\">Stocks investors who are also hoping that the Fed will cut interest rates in the second half of the year could be disappointed later this week, according to Michael Wilson, a firm bear on Wall Street and strategist at Morgan Stanley.</p><p><p style=\"text-align: start;\">Markets expect the Federal Reserve to rate hike on Wednesday, which will mark its 10th consecutive rate hike since last March. \"If the message at this meeting is more hawkish, there could be short-term negative effects on the stock market,\" Wilson wrote in a note.</p><p><p style=\"text-align: start;\">Wilson believes that Morgan Stanley economists expect a pause in rate hike later this year, and bond market expectations for rate cuts will also become more in line with Morgan Stanley economists' views if supported by Federal Reserve Chairman Jerome Powell's speech.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign media headlines | Again buried hidden dangers? First Republic Bank takeover approved</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign media headlines | Again buried hidden dangers? First Republic Bank takeover approved\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-05-02 08:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>The headlines that the global financial media paid common attention to last night and this morning mainly include:</strong></p><p><strong>1. First Republic Bank was taken under JPMorgan Chase, and criticism came one after another</strong><strong>2. U.S. regulatory authorities consider raising the upper limit of corporate deposit account insurance</strong><strong>3. IMF CEO: Rapidly rising interest rates have exposed the vulnerability of the banking industry</strong><strong>4. U.S. manufacturing activity shrank for sixth consecutive month, the longest since 2009</strong><strong>5. Stagflation will make it difficult for the Federal Reserve to ride a tiger, and the stock and bond markets will face pricing errors</strong><strong>6. Wilson, a well-known short on Wall Street: The Fed's hawkish signal may weigh on the stock market</strong><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e28120e83d9ab97aebc9df98c5afa1e5\" title=\"\" tg-width=\"550\" tg-height=\"359\"/></p><p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/NW/1165574147\" title=\"第一共和银行被摩根大通收归麾下 批评之声接踵而至\" target=\"_blank\">First Republic Bank was taken under JPMorgan Chase, criticism followed</a></strong></p><p><p style=\"text-align: start;\">JPMorgan Chase agreed to buy First Republic Bank in the United States, prompted by the Biden administration. The deal, announced hours after US regulators officially took over First Republic, would make JPMorgan Chase, already the nation's largest bank, even bigger while minimizing losses to the FDIC's guaranteed funds. Previously, the banking industry tried to fill the financial loopholes of First Republic itself, but these efforts failed, and JPMorgan Chase eventually took over.</p><p><p style=\"text-align: start;\">Sen. Elizabeth Warren of Massachusetts tweeted,<strong>\"The collapse of First Republic shows that deregulation has made the problem of banks 'too big to fail' worse. A poorly supervised bank is bought by a larger bank, and it is the taxpayers who are ultimately locked up. Congress needs to make major changes to legislation to fix problems in the banking system.\"</strong></p><p><p style=\"text-align: start;\">Senate Banking Committee Chairman Sherrod Brown, D-Ohio, blamed the failure of First Republic Bank on the bank's \"high-risk behavior, unique business model and mismanagement.\"</p><p><p style=\"text-align: start;\">\"It's clear we need stronger guardrails,\" Brown said in a statement. \"We have to make large banks more resilient in the face of failures in order to maintain financial stability and ensure the competitive environment in the long run.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/822cb4a1374d51f02ef1959a52a78ef4\" title=\"\" tg-width=\"550\" tg-height=\"267\"/></p><p><p style=\"text-align: start;\"><strong>US regulators consider raising the cap on insured corporate deposit accounts</strong></p><p><p style=\"text-align: start;\">The Federal Deposit Insurance Corporation (FDIC) wants to overhaul its deposit insurance program after several recent bank failures led to a partial outflow of deposit insurance funds.</p><p><p style=\"text-align: start;\">The FDIC currently has a maximum insured amount of $250,000 for most deposit accounts, and the agency listed three options Monday, highlighting the reasons for reforms due to technological changes and the high concentration of uninsured customers in the banking system.</p><p><p style=\"text-align: start;\">In the report, the FDIC said it was considering a shift to \"targeted coverage\", in which business accounts receive more insured than the current cap, which it believed would be the best option to ensure financial stability. However, such reforms require legislation by Congress. The FDIC said other options include keeping the existing cap on insured amounts unchanged or moving to covering all deposits.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca1494830e71843e1c60217ec518290e\" title=\"\" tg-width=\"550\" tg-height=\"309\"/></p><p><p style=\"text-align: start;\"><strong>IMF Managing Director: Rapidly Rising Interest Rates Expose Banking Vulnerability</strong></p><p><p style=\"text-align: start;\">International Monetary Fund (IMF) chief Kristalina Georgieva said the rapid rise in interest rates \"exposes the vulnerability of the financial sector\" and that the banking sector needs to be wary of more risks. Industry leaders need to \"anticipate the unexpected and be prepared to act when they happen, because they will come,\" Georgieva said in an interview on the sidelines of the Milken Institute Global Conference.</p><p><p style=\"text-align: start;\">\"What we've experienced over the past few years is a series of unimaginable events,\" Georgieva said, \"the pandemic, the war in Ukraine, the rapid spike in interest rates after years of low levels.\"</p><p><p style=\"text-align: start;\">Georgieva's statement came on Monday as U.S. regulators continued their efforts to boost a banking sector hit by the Fed's aggressive rate hike and accelerated withdrawals from depositors. First Republic Bank became the fourth regional bank to fail since the banking turmoil began in March. The Federal Deposit Insurance Corp. arranged over the weekend to sell it to JPMorgan.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a02c0f94b49ab1d763363aab4a3797b\" title=\"\" tg-width=\"550\" tg-height=\"367\"/></p><p><p style=\"text-align: start;\"><strong>U.S. manufacturing activity contracts for sixth straight month, longest since 2009</strong></p><p><p style=\"text-align: start;\">U.S. manufacturing activity contracted for the sixth straight month in April, the longest since 2009, indicating that the sector's sluggish momentum will be difficult to reverse.</p><p><p style=\"text-align: start;\">The manufacturing index (2573.741, 22.59, 0.89%) rose to 47.1 last month from a nearly three-year low of 46.3 the previous month, according to data released Monday by the Institute for Supply Management (ISM). A reading below 50 indicates that activity is in a state of atrophy. A measure of the price paid for raw materials rebounded to its highest level since July last year. Crude oil prices recovered earlier last month, but recently cooled by demand worries.</p><p><p style=\"text-align: start;\">Data released last week showed that the inflation gauge valued by the Federal Reserve soared in March. The central bank is expected to rate hike 25 basis points this week.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fb6d40a2f2c63c7c25f31344e0ad0e1\" title=\"\" tg-width=\"550\" tg-height=\"366\"/></p><p><p style=\"text-align: start;\"><strong>Stagflation will make the Fed ride a tiger, stock and bond markets face pricing errors</strong></p><p><p style=\"text-align: start;\">U.S. financial markets are caught in a tug-of-war between inflation and recession fears, and investors are trying to guess what the Fed will do next, but they may be ignoring a more dangerous outcome: stagflation.</p><p><p style=\"text-align: start;\">The overlap of economic slowdown and persistent inflation may quench the hopes of the Federal Reserve to reverse its tightening policy, and lead to a series of assets being mispriced, reversing the rally of stock markets, credit markets and other risky assets this year.</p><p><p style=\"text-align: start;\">This is what some economists call \"mild stagflation\". For fund managers who have not yet fully emerged from the shadow of the double killing of stocks and bonds in 2022, such a macroeconomic environment is troubling.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/547dfcb42bd1bd4301bd79cf5cef6c64\" title=\"\" tg-width=\"550\" tg-height=\"367\"/></p><p><p style=\"text-align: start;\"><strong>Wilson, a well-known Wall Street bear: Hawkish Fed signals could weigh on stocks</strong></p><p><p style=\"text-align: start;\">Stocks investors who are also hoping that the Fed will cut interest rates in the second half of the year could be disappointed later this week, according to Michael Wilson, a firm bear on Wall Street and strategist at Morgan Stanley.</p><p><p style=\"text-align: start;\">Markets expect the Federal Reserve to rate hike on Wednesday, which will mark its 10th consecutive rate hike since last March. \"If the message at this meeting is more hawkish, there could be short-term negative effects on the stock market,\" Wilson wrote in a note.</p><p><p style=\"text-align: start;\">Wilson believes that Morgan Stanley economists expect a pause in rate hike later this year, and bond market expectations for rate cuts will also become more in line with Morgan Stanley economists' views if supported by Federal Reserve Chairman Jerome Powell's speech.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b509c30e46e6854ed8118e95f2566e7","relate_stocks":{"FRCB":"第一共和银行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182075616","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、第一共和银行被摩根大通收归麾下 批评之声接踵而至2、美国监管部门考虑上调企业存款账户保额上限3、IMF总裁：快速上升的利率令银行业脆弱性暴露无遗4、美国制造业活动连续第六个月萎缩 创下2009年以来最长纪录5、滞胀将令美联储骑虎难下 股债市场面临定价错误6、华尔街知名空头Wilson：美联储鹰派信号可能打压股市第一共和银行被摩根大通收归麾下 批评之声接踵而至在拜登政府推动下，摩根大通同意收购美国第一共和银行（First Republic Bank）。这笔交易在美国监管机构正式接管第一共和几小时后宣布，此举将令本来就是美国第一大银行的摩根大通体量变得更为庞大，同时还能将联邦存款保险公司（FDIC）的担保基金受到的损失减到最小。之前银行业曾经试图自己给第一共和补上财务漏洞，但这些努力宣告失败，最终由摩根大通出手接盘。马萨诸塞州参议员伊丽莎白·沃伦发布推文称，“第一共和的倒闭表明放松管制让银行‘大到不能倒’的问题变得更加严重，一家监管不力的银行被一家更大的银行收购，最终套牢的还是纳税人。国会需要对立法进行重大改革，以修复银行体系的问题。”参议院银行委员会主席，俄亥俄州民主党人Sherrod Brown将第一共和银行的倒闭归咎于该行的“高风险行为，独特的商业模式和管理不善”。“很明显我们需要更强大的护栏，” Brown在一份声明中说。 “我们必须让大型银行面对倒闭事件更有韧性，以便长期维护金融稳定并确保竞争环境。”美国监管部门考虑上调企业存款账户保额上限在最近数起银行倒闭事件导致存款保险基金部分外流后，美国联邦存款保险公司（FDIC）希望全面改革存款保险计划。目前FDIC对大多数存款账户的最高保额为25万美元，该机构周一列出了三个选项，强调改革的原因是技术变革以及银行体系中未保险客户高度集中。FDIC在报告中表示，考虑转向“定向覆盖”方式，即企业帐户获得比当前上限更多的保额，其认为这将是确保金融稳定的最佳选择。然而，这种改革需要国会立法。FDIC表示其他选项包括维持现有保额上限不变，或转向覆盖所有存款。IMF总裁：快速上升的利率令银行业脆弱性暴露无遗国际货币基金组织（IMF）总裁克里斯塔利娜·格奥尔基耶娃表示，利率的快速上升“暴露了金融部门的脆弱性”，而且银行业需要警惕更多风险。业界领袖需要“预见意外，并准备好在发生时采取行动，因为它们会来的，” 格奥尔基耶娃在参加Milken Institute Global Conference期间接受采访时表示。“过去几年我们经历的是一系列无法想象的事件，” 格奥尔基耶娃说，“疫情、在乌克兰的战争、利率保持多年低位后迅速飙升。”就在格奥尔基耶娃做出此番表态的周一，美国监管机构仍在继续努力提振因美联储激进加息和储户加速提款而受到冲击的银行业。第一共和银行成为3月银行业动荡开始以来第四家倒闭的地区性银行。联邦存款保险公司周末安排将其出售给摩根大通。美国制造业活动连续第六个月萎缩 创下2009年以来最长纪录美国4月制造业活动连续第六个月萎缩，创下2009年以来最长纪录，表明该行业萎靡势头难以扭转。供应管理协会（ISM）周一发布的数据显示，上月制造业指数(2573.741, 22.59, 0.89%)从前月的近三年低点46.3升至47.1。读数低于50表明活动处于萎缩状态。衡量原材料支付价格的指标反弹至去年7月以来的最高水平。原油价格上月早些时候一度回升，但最近因需求之忧降温。上周公布的数据显示，美联储看重的通胀指标3月劲升。预计央行本周将加息25个基点。滞胀将令美联储骑虎难下 股债市场面临定价错误美国金融市场陷入通货膨胀与衰退担忧的拉锯，投资者试图猜测美联储下一步动作，但他们可能忽视了一个更危险的结果：滞胀。经济放缓叠和持续的通胀或将扑灭美联储扭转紧缩政策的希望，并导致一系列资产被错误定价，扭转今年股市、信用市场及其他风险资产的涨势。这是一些经济学家所说的“轻度滞胀”，对于还没有完全从2022年股债双杀阴影中走出来的基金经理而言，这样的宏观经济环境令人不安。华尔街知名空头Wilson：美联储鹰派信号可能打压股市华尔街坚定空头、摩根士丹利策略师Michael Wilson表示，还寄希望美联储在下半年降息的股市投资者可能会在本周晚些时候失望。市场预计美联储将在周三加息，这将是自去年3月以来连续第10次加息。Wilson在一份报告中写道：“如果这次会议上传达的信息更加鹰派，可能会对股市带来短期负面影响。”威尔逊认为，摩根士丹利经济学家预计今年晚些时候将暂停加息，如果得到美联储主席杰罗姆·鲍威尔讲话的支持，债券市场对降息的预期也将变得更加符合摩根士丹利经济学家的观点。","news_type":1,"symbols_score_info":{"FRC":0.9,"FRCB":0.9}},"isVote":1,"tweetType":1,"viewCount":2745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658463003,"gmtCreate":1682990991804,"gmtModify":1682990991804,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548242306046140","authorIdStr":"3548242306046140"},"themes":[],"title":"","htmlText":"🍢","listText":"🍢","text":"🍢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658463003","repostId":"1137715647","repostType":2,"isVote":1,"tweetType":1,"viewCount":3188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658102243,"gmtCreate":1682435956084,"gmtModify":1682435956084,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548242306046140","authorIdStr":"3548242306046140"},"themes":[],"title":"","htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658102243","repostId":"1159246284","repostType":2,"repost":{"id":"1159246284","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1682429344,"share":"https://ttm.financial/m/news/1159246284?lang=en_US&edition=fundamental","pubTime":"2023-04-25 21:29","market":"us","language":"zh","title":"Opening | U.S. stocks open low, regional bank stocks generally fell, Pinduoduo fell more than 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1159246284","media":"老虎资讯综合","summary":"道琼斯指数开盘下跌29.86点，跌幅0.09%，报33845.54点。","content":"<p><html><head></head><body>On April 25th (Tuesday), the S&P 500 index opened down 18.09 points, or 0.44%, at 4,118.95 points; The Nasdaq Composite Index opened down 69.52 points, or 0.58%, at 11,967.68; The Dow opened down 29.86 points, or 0.09%, at 33,845.54.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ced1d3acb207239617a1ca41a2d4af4a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Most regional bank stocks fell, with First Republic Bank falling by about 24%, Q1 net profit falling by 33% year-on-year, and total deposits falling by more than 40%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6a5862b748adfa27f5c90666d4007cf\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Spotify rose more than 10%, Q1 revenue increased 14% year-on-year to 3.042 billion euros, monthly active users increased 22% year-on-year to 515 million, and paid users increased 15% year-on-year to 210 million.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7331210fff368eec710f2c4621621392\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Nasdaq China's Golden Dragon Index fell by more than 2% at the beginning of the session, most popular Chinese stocks fell, Pinduoduo and Netease fell by more than 3%, and JD.COM and Baidu fell by more than 2%.<br/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8b21b0fa9c091c119274818dc9dd7be\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><br/>Mingchuang Youpin rose by nearly 2%. The company expects the adjusted net profit in the first quarter to be no less than 400 million yuan, a year-on-year increase of no less than 260%.</p><p>Novartis rose nearly 5%, Q1 revenue increased 3% year-on-year to $12.95 billion, and net profit increased 3% year-on-year to $2.294 billion; Raised revenue guidance for the current fiscal year to mid-single digit growth.</p><p>The new energy vehicle sector of U.S. stocks fell, with Nio falling 4%, Tesla falling 2%, and Li Auto and XPeng Motors falling 1%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e7ba154d49a3000ad9362566826455c\" tg-width=\"560\" tg-height=\"240\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening | U.S. stocks open low, regional bank stocks generally fell, Pinduoduo fell more than 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpening | U.S. stocks open low, regional bank stocks generally fell, Pinduoduo fell more than 3%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-04-25 21:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 25th (Tuesday), the S&P 500 index opened down 18.09 points, or 0.44%, at 4,118.95 points; The Nasdaq Composite Index opened down 69.52 points, or 0.58%, at 11,967.68; The Dow opened down 29.86 points, or 0.09%, at 33,845.54.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ced1d3acb207239617a1ca41a2d4af4a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Most regional bank stocks fell, with First Republic Bank falling by about 24%, Q1 net profit falling by 33% year-on-year, and total deposits falling by more than 40%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6a5862b748adfa27f5c90666d4007cf\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Spotify rose more than 10%, Q1 revenue increased 14% year-on-year to 3.042 billion euros, monthly active users increased 22% year-on-year to 515 million, and paid users increased 15% year-on-year to 210 million.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7331210fff368eec710f2c4621621392\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Nasdaq China's Golden Dragon Index fell by more than 2% at the beginning of the session, most popular Chinese stocks fell, Pinduoduo and Netease fell by more than 3%, and JD.COM and Baidu fell by more than 2%.<br/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8b21b0fa9c091c119274818dc9dd7be\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><br/>Mingchuang Youpin rose by nearly 2%. The company expects the adjusted net profit in the first quarter to be no less than 400 million yuan, a year-on-year increase of no less than 260%.</p><p>Novartis rose nearly 5%, Q1 revenue increased 3% year-on-year to $12.95 billion, and net profit increased 3% year-on-year to $2.294 billion; Raised revenue guidance for the current fiscal year to mid-single digit growth.</p><p>The new energy vehicle sector of U.S. stocks fell, with Nio falling 4%, Tesla falling 2%, and Li Auto and XPeng Motors falling 1%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e7ba154d49a3000ad9362566826455c\" tg-width=\"560\" tg-height=\"240\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159246284","content_text":"4月25日（周二），标普500指数开盘下跌18.09点，跌幅0.44%，报4118.95点；纳斯达克综合指数开盘下跌69.52点，跌幅0.58%，报11967.68点；道琼斯指数开盘下跌29.86点，跌幅0.09%，报33845.54点。地区性银行股多数走低，第一共和银行跌约24%，Q1净利润同比下滑33%，总存款下降超40%。Spotify涨超10%，Q1营收同比增长14%至30.42亿欧元，月活用户同比增长22%至5.15亿，付费用户同比增长15%至2.1亿。纳斯达克中国金龙指数盘初跌超2%，热门中概股多数走低，拼多多、网易跌超3%，京东、百度跌超2%。名创优品涨近2%，公司预计第一季度经调整净利润不低于4亿元，同比增长不低于260%。诺华涨近5%，Q1营收同比增长3%至129.5亿美元，净利润同比增长3%至22.94亿美元；上调本财年营收指引至中个位数增长。美股新能源车板块走低，蔚来跌4%，特斯拉跌2%，理想汽车、小鹏汽车跌1%。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":658102906,"gmtCreate":1682435810906,"gmtModify":1682435810906,"author":{"id":"3548242306046140","authorId":"3548242306046140","name":"慕子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548242306046140","authorIdStr":"3548242306046140"},"themes":[],"title":"","htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/658102906","repostId":"1101749948","repostType":2,"repost":{"id":"1101749948","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1682434484,"share":"https://ttm.financial/m/news/1101749948?lang=en_US&edition=fundamental","pubTime":"2023-04-25 22:54","market":"us","language":"zh","title":"New car-making forces collectively declined, Tesla gradually pulled up and turned up","url":"https://stock-news.laohu8.com/highlight/detail?id=1101749948","media":"老虎资讯综合","summary":"周二，美股新能源汽车板块走势分化，截至发稿，蔚来跌约7%，小鹏汽车跌近6%，理想汽车跌近5%；特斯拉则短线拉升，截至发稿已由跌转涨。消息面上，在马斯克一顿迅猛减价操作下，特斯拉Model Y SUV最","content":"<p><html><head></head><body>On Tuesday, the trend of new energy vehicle sector in U.S. stocks differentiated. As of press time, Nio fell about 7%, XPeng fell nearly 6%, and Li Auto fell nearly 5%;<strong>Tesla has risen in the short term, and as of press time, it has turned from falling to rising.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba516ea017c0dc1d03d76af1e319bbb\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>On the news, under Musk's rapid price reduction operation, the cheapest version of Tesla's Model Y SUV is now selling for less than the average price of new cars in the United States. The Model Y base costs $46,990 today, which is $759 less than the average price of a sedan or truck in the United States. Since the middle of last year, the spread between the two has moved by more than $20,000.</p><p>Morgan Stanley analyst Adam Jonas said last week that Musk's price cuts in the U.S. were so aggressive that it could lead some automakers to slow down their investment in the EV space rather than engage in a price war with Tesla in an uncertain economic environment. \"We're thinking about whether this is the 'moment' when the boards of established OEMs can reconsider slowing EV capex and research and development plans.\"</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>New car-making forces collectively declined, Tesla gradually pulled up and turned up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNew car-making forces collectively declined, Tesla gradually pulled up and turned up\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-04-25 22:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Tuesday, the trend of new energy vehicle sector in U.S. stocks differentiated. As of press time, Nio fell about 7%, XPeng fell nearly 6%, and Li Auto fell nearly 5%;<strong>Tesla has risen in the short term, and as of press time, it has turned from falling to rising.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba516ea017c0dc1d03d76af1e319bbb\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>On the news, under Musk's rapid price reduction operation, the cheapest version of Tesla's Model Y SUV is now selling for less than the average price of new cars in the United States. The Model Y base costs $46,990 today, which is $759 less than the average price of a sedan or truck in the United States. Since the middle of last year, the spread between the two has moved by more than $20,000.</p><p>Morgan Stanley analyst Adam Jonas said last week that Musk's price cuts in the U.S. were so aggressive that it could lead some automakers to slow down their investment in the EV space rather than engage in a price war with Tesla in an uncertain economic environment. \"We're thinking about whether this is the 'moment' when the boards of established OEMs can reconsider slowing EV capex and research and development plans.\"</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉","XPEV":"小鹏集团","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101749948","content_text":"周二，美股新能源汽车板块走势分化，截至发稿，蔚来跌约7%，小鹏汽车跌近6%，理想汽车跌近5%；特斯拉则短线拉升，截至发稿已由跌转涨。消息面上，在马斯克一顿迅猛减价操作下，特斯拉Model Y SUV最便宜的版本如今售价低于美国新车平均价格。Model Y基本款如今售价46,990美元，较美国轿车或卡车的平均价格低759美元。自去年年中以来，两者的价差变动幅度已超2万美元。摩根士丹利分析师Adam Jonas上周表示，马斯克在美国的降价行动如此激进，可能导致一些汽车制造商放慢对电动汽车领域的投资步伐，而不是在不确定的经济环境下与特斯拉展开价格战。“我们正在思考，这是否是老牌整车制造商的董事会可以重新考虑放缓电动汽车资本支出和研发计划的‘时刻’。”","news_type":1,"symbols_score_info":{"TSLA":0.9,"LI":0.9,"XPEV":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}