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BP小林
BP小林
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2024-12-31
Happy New Year 2024
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BP小林
BP小林
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2024-09-04
$英偉達(NVDA)$
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BP小林
BP小林
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2024-08-17
$納斯達克(.IXIC)$
Let's go
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BP小林
BP小林
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2024-08-07
$英偉達(NVDA)$
Up Hold
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BP小林
BP小林
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2023-12-14
$Affirm Holdings, Inc.(AFRM)$
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BP小林
BP小林
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2023-01-06
$標普500(.SPX)$
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BP小林
BP小林
·
2023-01-06
[财迷]
Tiger Review | Musk has done the most correct thing he has done in the past six months
在讲特斯拉之前，我先说下日本央行。前段时间日本央行把10年利率的上限提高，全世界的经济学家都在说日本央行变鹰了，只有我在说日本央行继续放水。很多朋友给我分享了第三方的分析，我的第一句话就是，没有一个分
Tiger Review | Musk has done the most correct thing he has done in the past six months
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BP小林
BP小林
·
2022-09-23
[财迷]
Before the Market | What Happened? Stocks, Crude Oil, Gold Accelerate Declines
9月23日，美股三大股指期货全线下挫，截至发稿，道指期货跌1.27%；纳斯达克100指数期货跌1.53%；标普500指数期货跌1.4%。高盛终于多翻空！大幅下调美股目标价，预计年底前再跌4%美东时间周
Before the Market | What Happened? Stocks, Crude Oil, Gold Accelerate Declines
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BP小林
BP小林
·
2022-09-22
[财迷]
Who understands the helplessness of Hong Kong stocks?
十年港股两茫茫，杀价值，灭投机。千股阴跌，无处话凄凉。纵使相逢应不识，问安好，道珍重。牛市幽梦难还乡，睡不着，吃不香。望盘无言，惟有泪千行。料得年年新低处，明月夜，又平仓。是什么，把善良单纯的股民，硬
Who understands the helplessness of Hong Kong stocks?
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BP小林
BP小林
·
2022-09-08
[财迷] [开心]
Pre-market | Focus on Powell's speech! Market volatility on the verge?
9月8日，美股三大股指期货小幅震荡，截至发稿，道指期货跌0.01%；纳斯达克100指数期货跌0.16%；标普500指数期货跌0.08%。美国上周首次申领失业救济人数为22.2万人，为2022年5月28
Pre-market | Focus on Powell's speech! Market volatility on the verge?
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","text":"$英偉達(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/ab1061ca5dbade6a73a4723918c27598","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345583528104248","isVote":1,"tweetType":1,"viewCount":1885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":339558638370896,"gmtCreate":1723904277581,"gmtModify":1723904283836,"author":{"id":"3569034930679856","authorId":"3569034930679856","name":"BP小林","avatar":"https://static.tigerbbs.com/ab11857f8510820e3bc13bd0a9bd1bcb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569034930679856","idStr":"3569034930679856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.IXIC\">$納斯達克(.IXIC)$ </a><v-v data-views=\"1\"></v-v> Let's go","listText":"<a href=\"https://ttm.financial/S/.IXIC\">$納斯達克(.IXIC)$ </a><v-v data-views=\"1\"></v-v> Let's go","text":"$納斯達克(.IXIC)$ Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/339558638370896","isVote":1,"tweetType":1,"viewCount":1769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335772668776792,"gmtCreate":1723014027988,"gmtModify":1723446968798,"author":{"id":"3569034930679856","authorId":"3569034930679856","name":"BP小林","avatar":"https://static.tigerbbs.com/ab11857f8510820e3bc13bd0a9bd1bcb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569034930679856","idStr":"3569034930679856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$ </a><v-v data-views=\"1\"></v-v> Up Hold","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$ </a><v-v data-views=\"1\"></v-v> Up Hold","text":"$英偉達(NVDA)$ Up 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Inc.(AFRM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251722914382120","isVote":1,"tweetType":1,"viewCount":1895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959532210,"gmtCreate":1673018964430,"gmtModify":1676538770722,"author":{"id":"3569034930679856","authorId":"3569034930679856","name":"BP小林","avatar":"https://static.tigerbbs.com/ab11857f8510820e3bc13bd0a9bd1bcb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569034930679856","idStr":"3569034930679856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$標普500(.SPX)$ </a>","listText":"<a href=\"https://ttm.financial/S/.SPX\">$標普500(.SPX)$ </a>","text":"$標普500(.SPX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959532210","isVote":1,"tweetType":1,"viewCount":2131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959596584,"gmtCreate":1673018035448,"gmtModify":1676538770403,"author":{"id":"3569034930679856","authorId":"3569034930679856","name":"BP小林","avatar":"https://static.tigerbbs.com/ab11857f8510820e3bc13bd0a9bd1bcb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569034930679856","idStr":"3569034930679856"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959596584","repostId":"1121380085","repostType":4,"repost":{"id":"1121380085","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673011247,"share":"https://ttm.financial/m/news/1121380085?lang=en_US&edition=fundamental","pubTime":"2023-01-06 21:20","market":"us","language":"zh","title":"Tiger Review | Musk has done the most correct thing he has done in the past six months","url":"https://stock-news.laohu8.com/highlight/detail?id=1121380085","media":"老虎锐评","summary":"在讲特斯拉之前，我先说下日本央行。前段时间日本央行把10年利率的上限提高，全世界的经济学家都在说日本央行变鹰了，只有我在说日本央行继续放水。很多朋友给我分享了第三方的分析，我的第一句话就是，没有一个分","content":"<p><html><head></head><body>Talking about<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Before that, let me talk about the Bank of Japan. Some time ago, the Bank of Japan raised the upper limit of the 10-year interest rate. Economists all over the world are saying that the Bank of Japan has become a hawk, but I am the only one saying that the Bank of Japan continues to release water. Many friends shared third-party analysis with me. My first sentence is, none of the analysts said why the Bank of Japan wanted to become an eagle, and how can it convince me without analyzing the motivation. Yesterday, the Bank of Japan stated that it was not in a hurry to adjust interest rates. Recently, the Bank of Japan has also increased bond repurchases. We can see the problem better from the exchange rate. The red circle in the figure below shows that the Bank of Japan announced on December 20th that it would adjust the 10-year interest rate market, which frightened the market. The current yen exchange rate has basically recovered most of the lost ground.</p><p><img src=\"https://static.tigerbbs.com/e1cd31792877e60cb8c188ee0eea7a69\" tg-width=\"1866\" tg-height=\"815\" width=\"100%\" height=\"auto\"/></p><p>Sometimes the market will be consistently misunderstood, and the market will follow the wrong direction. However, after a period of time, the market will still find the right direction, but this time will sometimes be relatively long.</p><p>Tesla announced a sharp price cut in China, which frightened the whole of China and the world. Now Tesla's stock price fell 6% before the market. This news will undoubtedly stimulate Tesla's short sellers to move out again, and the bulls' emotions will collapse (if the stock price breaks 100 today, it will cause panic again). The logic is very simple, if you can't sell it, you have to cut the price, and cutting the price is a bad thing. Tesla stock price will continue to be under pressure, but I think Musk did the most right thing he has done in the past six months.</p><p>There was news yesterday that an American company was preparing to file for bankruptcy, Bed Bath Beyond. In fact, this company should have gone bankrupt a long time ago, but due to the abundant funds (government and private) during the new crown period, it has been alive. After reading the report of the Wall Street Journal, there are three reasons why the company decided to file for bankruptcy: 1. It can no longer raise funds; 2. The supplier does not accept arrears; 3. Sales data declined. This incident implies that with<b>At present, the interest rate in the United States is high, the private financing environment is tight, and global consumption is downgrading, so more companies will go bankrupt. It is not the norm for the electric vehicle industry to bloom with a hundred flowers, and there should have been bankruptcy long ago.</b></p><p><b>Tesla chose to fight a price war at this juncture, just like taking advantage of the market's decline to short problematic stocks.</b></p><p>For most electric vehicle companies, they are now in the stage of burning money to increase production. Of course, there are still some new car-making companies that have spent a lot of money and have not yet built cars. But Tesla's output has increased, and its gross profit is also high. If we don't fight a price war now, should we wait until our competitors are full of wings?</p><p>For Tesla, the gross profit margin will come down and the output will go up. Now, it doesn't make much sense to struggle with \"selling 1 car to earn 2 yuan or selling 2 cars to earn 3 yuan\" which valuation is higher. At the moment, bulls have no confidence, shorts are full of confidence, and the media likes to write negative news about Tesla, so retail investors will be even less confident. The strategy adopted by Tesla is to lose 100 to itself and hurt 10,000 to the enemy. Now everyone's eyes are only focused on losing 100 to itself. Tesla's short-term stock price must be ugly.</p><p>Zhonggai Electric fell first in the Hong Kong stock market last night, and the decline may not be enough. No electric car can withstand Tesla's price reduction measure. It is no longer a matter of delivery volume, but a matter of survival. If you cut prices with Tesla, you will be a loss-making business. If you don't cut prices with Tesla, the delivery volume will plummet. Not to mention selling feelings, in the face of economic interests, everyone will choose products with high quality and low price. In addition to electric vehicle manufacturers, traditional oil vehicle manufacturers will also be on pins and needles.</p><p>in those days<a href=\"https://laohu8.com/S/AAPL\">Apple</a>In the face of the decline in market consumption, the strategy of low-priced iPhone was also launched. This move directly increased the sales of iPhone. At that time, the capital market was also paying attention to the sales of iPhone, just as it is paying attention to Tesla's delivery volume today.. In the end, it proved that Apple's move was very smart, and many Android phone manufacturers were forced to death. Today's Tesla is undoubtedly copying Apple's strategy back then.</p><p>Don't worry about whether Tesla will fall by 10% or 20%, but think about whether the electric sambo will fall by 30% or 50%. Of course, if the price war continues, interviews with domestic authorities are possible. Even if Tesla only cuts prices twice, it will already pose a danger to the survival of Sambo. When Chinese people find out that they can buy Apple phones with the money they buy Android phones, who will buy Android phones? Tesla's price reduction strategy should be extended to the whole world. Now foreign traditional car manufacturers are still burning money on research and development or repairing factories. The progress is lagging behind that of Sambo, and survival is even more worrying.</p><p>Musk did the most correct thing he has done in the past six months.</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>Tiger Review | Musk has done the most correct thing he has done in the past six months</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\">\nTiger Review | Musk has done the most correct thing he has done in the past six months\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time smaller\">2023-01-06 21:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Talking about<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Before that, let me talk about the Bank of Japan. Some time ago, the Bank of Japan raised the upper limit of the 10-year interest rate. Economists all over the world are saying that the Bank of Japan has become a hawk, but I am the only one saying that the Bank of Japan continues to release water. Many friends shared third-party analysis with me. My first sentence is, none of the analysts said why the Bank of Japan wanted to become an eagle, and how can it convince me without analyzing the motivation. Yesterday, the Bank of Japan stated that it was not in a hurry to adjust interest rates. Recently, the Bank of Japan has also increased bond repurchases. We can see the problem better from the exchange rate. The red circle in the figure below shows that the Bank of Japan announced on December 20th that it would adjust the 10-year interest rate market, which frightened the market. The current yen exchange rate has basically recovered most of the lost ground.</p><p><img src=\"https://static.tigerbbs.com/e1cd31792877e60cb8c188ee0eea7a69\" tg-width=\"1866\" tg-height=\"815\" width=\"100%\" height=\"auto\"/></p><p>Sometimes the market will be consistently misunderstood, and the market will follow the wrong direction. However, after a period of time, the market will still find the right direction, but this time will sometimes be relatively long.</p><p>Tesla announced a sharp price cut in China, which frightened the whole of China and the world. Now Tesla's stock price fell 6% before the market. This news will undoubtedly stimulate Tesla's short sellers to move out again, and the bulls' emotions will collapse (if the stock price breaks 100 today, it will cause panic again). The logic is very simple, if you can't sell it, you have to cut the price, and cutting the price is a bad thing. Tesla stock price will continue to be under pressure, but I think Musk did the most right thing he has done in the past six months.</p><p>There was news yesterday that an American company was preparing to file for bankruptcy, Bed Bath Beyond. In fact, this company should have gone bankrupt a long time ago, but due to the abundant funds (government and private) during the new crown period, it has been alive. After reading the report of the Wall Street Journal, there are three reasons why the company decided to file for bankruptcy: 1. It can no longer raise funds; 2. The supplier does not accept arrears; 3. Sales data declined. This incident implies that with<b>At present, the interest rate in the United States is high, the private financing environment is tight, and global consumption is downgrading, so more companies will go bankrupt. It is not the norm for the electric vehicle industry to bloom with a hundred flowers, and there should have been bankruptcy long ago.</b></p><p><b>Tesla chose to fight a price war at this juncture, just like taking advantage of the market's decline to short problematic stocks.</b></p><p>For most electric vehicle companies, they are now in the stage of burning money to increase production. Of course, there are still some new car-making companies that have spent a lot of money and have not yet built cars. But Tesla's output has increased, and its gross profit is also high. If we don't fight a price war now, should we wait until our competitors are full of wings?</p><p>For Tesla, the gross profit margin will come down and the output will go up. Now, it doesn't make much sense to struggle with \"selling 1 car to earn 2 yuan or selling 2 cars to earn 3 yuan\" which valuation is higher. At the moment, bulls have no confidence, shorts are full of confidence, and the media likes to write negative news about Tesla, so retail investors will be even less confident. The strategy adopted by Tesla is to lose 100 to itself and hurt 10,000 to the enemy. Now everyone's eyes are only focused on losing 100 to itself. Tesla's short-term stock price must be ugly.</p><p>Zhonggai Electric fell first in the Hong Kong stock market last night, and the decline may not be enough. No electric car can withstand Tesla's price reduction measure. It is no longer a matter of delivery volume, but a matter of survival. If you cut prices with Tesla, you will be a loss-making business. If you don't cut prices with Tesla, the delivery volume will plummet. Not to mention selling feelings, in the face of economic interests, everyone will choose products with high quality and low price. In addition to electric vehicle manufacturers, traditional oil vehicle manufacturers will also be on pins and needles.</p><p>in those days<a href=\"https://laohu8.com/S/AAPL\">Apple</a>In the face of the decline in market consumption, the strategy of low-priced iPhone was also launched. This move directly increased the sales of iPhone. At that time, the capital market was also paying attention to the sales of iPhone, just as it is paying attention to Tesla's delivery volume today.. In the end, it proved that Apple's move was very smart, and many Android phone manufacturers were forced to death. Today's Tesla is undoubtedly copying Apple's strategy back then.</p><p>Don't worry about whether Tesla will fall by 10% or 20%, but think about whether the electric sambo will fall by 30% or 50%. Of course, if the price war continues, interviews with domestic authorities are possible. Even if Tesla only cuts prices twice, it will already pose a danger to the survival of Sambo. When Chinese people find out that they can buy Apple phones with the money they buy Android phones, who will buy Android phones? Tesla's price reduction strategy should be extended to the whole world. Now foreign traditional car manufacturers are still burning money on research and development or repairing factories. The progress is lagging behind that of Sambo, and survival is even more worrying.</p><p>Musk did the most correct thing he has done in the past six months.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121380085","content_text":"在讲特斯拉之前，我先说下日本央行。前段时间日本央行把10年利率的上限提高，全世界的经济学家都在说日本央行变鹰了，只有我在说日本央行继续放水。很多朋友给我分享了第三方的分析，我的第一句话就是，没有一个分析说出来日本央行为什么要变鹰，动机都不分析怎么能说服我。昨天日本央行表态，不着急调整利率，最近日本央行还增加了债券回购。我们从汇率更能看出问题，下图红圈是日本央行12月20日宣布调整10年利率市场惊吓了市场，目前的日元汇率基本上收复了大部分失地。有时候市场就是会一致性错误认知，市场也会跟着错误的方向走，但是经过一段时间之后，市场还是会找准方向，但这个时间有时候会比较漫长。特斯拉在中国宣布大幅降价，惊吓了全中国和全世界，现在特斯拉股价盘前跌6%。这个消息无疑会刺激特斯拉的空头再次出动，多头情绪崩溃（如果今天股价破100，那会再一次引发恐慌）。逻辑很简单，卖不出就要降价，降价就是不好的事情。特斯拉股价将继续承压，但我认为马斯克做了他这半年来最正确的事。昨天有新闻说一家美国公司准备申请破产，Bed Bath Beyond。这家公司其实早就应该破产了，但是由于新冠期间资金的充裕（政府和私人），所以一直苟活着。看了华尔街日报的报道，有3个原因导致公司决定申请破产：1，再也没法融资；2，供应商不接受欠款；3，销售数据下降。这件事情就暗示着，随着当前美国利率高企，私人融资环境紧张，全球消费都在降级，那么会有更多公司进入破产。电动车行业百花齐放不是常态，早就应该要有破产。特斯拉选择在这个节骨眼上来打价格战，就像利用大盘下跌的时候，去做空有问题的股票。对于绝大部分电动车企来说，现在正处于烧钱上产量的阶段，当然还有一些新的造车公司钱花了很多车还没造出来。但是特斯拉的产量已经上去，毛利也高，现在不打价格战难道等竞争对手都羽翼丰满再来打吗？对于特斯拉来说，毛利率会下来，产量会上去，现在去就纠结“卖1辆车赚2块钱或者卖2辆车赚3块钱”哪个估值高没有太多意义，当下这个口，多头没有信心，空头信心爆棚，媒体又喜欢写特斯拉负面新闻，散户会更加信心不足。特斯拉采取的策略是自损100伤敌10000，现在大家的目光只集中在自损100上面，特斯拉短期股价必定难看。昨晚港股市场中概电动先跌，可能跌幅还不够。特斯拉这个降价措施，没有任何一家电动车扛得住，不再是交付量问题，而是生存问题。跟着特斯拉一起降价，自己就是赔本生意，不跟着特斯拉一起降价，那交付量要暴跌。别说卖情怀了，经济利益面前，大家都会选择质优价廉的产品。除了电动车厂商，传统油车厂商也会如坐针毡。当年苹果面对市场消费下滑的时候，也推出了低价版iPhone的策略，这一招直接把iPhone的销量拉上去了——当时资本市场也是关注iPhone的销量，和今天关注特斯拉的交付量一样。最后证明苹果这个举措非常聪明，好多安卓手机厂商都被逼死了。今天的特斯拉无疑是在复制苹果当年的策略。不要去纠结特斯拉还会跌10%还是20%，更应该思考电动三宝是跌30%还是50%。当然，如果价格大战持续，那么国内主管部门约谈是有可能，特斯拉即使只降价2次，对三宝的生存就已经构成了危险。当中国人发现可以用买安卓手机的钱买苹果手机，谁还会去买安卓手机？特斯拉的降价策略应该会扩展到全球，现在老外传统车厂还在烧钱研发或者修厂房，进度比三宝还落后，生存更是令人担忧。马斯克做了他这半年来最正确的事。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913123068,"gmtCreate":1663940982154,"gmtModify":1676537367293,"author":{"id":"3569034930679856","authorId":"3569034930679856","name":"BP小林","avatar":"https://static.tigerbbs.com/ab11857f8510820e3bc13bd0a9bd1bcb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569034930679856","idStr":"3569034930679856"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913123068","repostId":"1123410633","repostType":4,"repost":{"id":"1123410633","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":1663932651,"share":"https://ttm.financial/m/news/1123410633?lang=en_US&edition=fundamental","pubTime":"2022-09-23 19:30","market":"hk","language":"zh","title":"Before the Market | What Happened? Stocks, Crude Oil, Gold Accelerate Declines","url":"https://stock-news.laohu8.com/highlight/detail?id=1123410633","media":"老虎资讯综合","summary":"9月23日，美股三大股指期货全线下挫，截至发稿，道指期货跌1.27%；纳斯达克100指数期货跌1.53%；标普500指数期货跌1.4%。高盛终于多翻空！大幅下调美股目标价，预计年底前再跌4%美东时间周","content":"<p><html><head></head><body>On September 23, the three major U.S. stock index futures fell across the board. As of press time, Dow futures fell 1.27%; Nasdaq 100 futures fell 1.53%; S&P 500 futures fell 1.4%.</p><p><img src=\"https://static.tigerbbs.com/f82dc7cba8503c73f87d5a88c04c2cb7\" tg-width=\"412\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/NW/2269623433\" target=\"_blank\"><b>Goldman Sachs finally turned short! Significantly lowered the target price of US stocks, and it is expected to fall another 4% before the end of the year</b></a><b></b></p><p>Thursday Eastern Time,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The year-end price target for the S&P 500 index was lowered to 3,600 points from the previous forecast of 4,300 points, saying that a sharp change in the outlook for upward interest rates will drag down U.S. stock valuations. This means that Goldman Sachs expects U.S. stocks to continue to fall by more than 4% for the rest of the year.</p><p><b>Premarket Quotes</b></p><p>U.S. star technology stocks all fell before the market,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>、<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, AMD fell more than 2%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Both fell more than 1%;</p><p>U.S. cruise stocks fell premarket,<a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>Fell more than 5%,<a href=\"https://laohu8.com/S/NCLH\">Norwegian cruise line</a>Fell more than 4%,<a href=\"https://laohu8.com/S/RCL\">Royal Caribbean Cruises</a>Fell more than 3%;</p><p>U.S. oil stocks generally fell before the market,<a href=\"https://laohu8.com/S/BP\">British Oil</a>Fell more than 5%,<a href=\"https://laohu8.com/S/CPE\">Caron Petroleum</a>Fell more than 4%,<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>、<a href=\"https://laohu8.com/S/APA\">Apache</a>Fell more than 3%;</p><p>The precious metals sector of U.S. stocks generally fell before the market.<a href=\"https://laohu8.com/S/HMY\">Harmony Gold</a>Fell nearly 8%,<a href=\"https://laohu8.com/S/GFI\">Jintian</a>、<a href=\"https://laohu8.com/S/CDE\">Cordellen Minerals</a>Fell more than 5%,<a href=\"https://laohu8.com/S/HL\">Hecla Minerals</a>Fell more than 4%,<a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>、<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>、<a href=\"https://laohu8.com/S/RGLD\">Royal Gold</a>Fell more than 2%;</p><p>U.S. blockchain concept stocks generally fell,<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>Fell more than 7%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>Fell more than 4%;</p><p><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>It fell more than 8% before the market, having previously denied reports that it was considering withdrawing from the US market;</p><p><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>It fell more than 4% before the market,<a href=\"https://laohu8.com/S/UBS\">UBS</a>Previous research reports stated that XPeng's new car G9 has no obvious competitive advantage compared with its peers, and if competition intensifies, the valuation will be under pressure;</p><p><a href=\"https://laohu8.com/S/CANO\">Cano Health</a>It rose nearly 6% before the market, and it is rumored that many potential buyers are considering acquiring the company;</p><p><a href=\"https://laohu8.com/S/COST\">Costco</a>It fell more than 3% before the market, and the gross profit margin in Q4 was 10.18%, lower than the same period last year.</p><p><b>European Market</b></p><p>Major European stock indexes fell across the board. As of press time, the German DAX30 index fell 2.74%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>It fell 2.34%, and France's CAC40 fell 2.46%.</p><p><img src=\"https://static.tigerbbs.com/c951740202161ae3c22fbcc97236ae7f\" tg-width=\"820\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/></p><p><b>crude oil</b></p><p>Crude oil futures fell sharply. As of press time, WTI crude oil fell 3.47% to $80.59 per barrel; Brent crude oil fell 3.06% to $87.69 a barrel.</p><p><img src=\"https://static.tigerbbs.com/4592b98ebc328d5e44ee549ba956f61c\" tg-width=\"862\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e7bb5558cca87f48ddb3b319066da89b\" tg-width=\"862\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></p><p><b>Gold</b></p><p>Gold futures continued to fall, falling 1.76% to $1,651.5 an ounce as of press time.</p><p><img src=\"https://static.tigerbbs.com/eddafb3e7260b331cb47f94d97619647\" tg-width=\"862\" tg-height=\"825\" referrerpolicy=\"no-referrer\"/></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>Before the Market | What Happened? Stocks, Crude Oil, Gold Accelerate Declines</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\">\nBefore the Market | What Happened? Stocks, Crude Oil, Gold Accelerate Declines\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-09-23 19:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On September 23, the three major U.S. stock index futures fell across the board. As of press time, Dow futures fell 1.27%; Nasdaq 100 futures fell 1.53%; S&P 500 futures fell 1.4%.</p><p><img src=\"https://static.tigerbbs.com/f82dc7cba8503c73f87d5a88c04c2cb7\" tg-width=\"412\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/NW/2269623433\" target=\"_blank\"><b>Goldman Sachs finally turned short! Significantly lowered the target price of US stocks, and it is expected to fall another 4% before the end of the year</b></a><b></b></p><p>Thursday Eastern Time,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The year-end price target for the S&P 500 index was lowered to 3,600 points from the previous forecast of 4,300 points, saying that a sharp change in the outlook for upward interest rates will drag down U.S. stock valuations. This means that Goldman Sachs expects U.S. stocks to continue to fall by more than 4% for the rest of the year.</p><p><b>Premarket Quotes</b></p><p>U.S. star technology stocks all fell before the market,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>、<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, AMD fell more than 2%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Both fell more than 1%;</p><p>U.S. cruise stocks fell premarket,<a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>Fell more than 5%,<a href=\"https://laohu8.com/S/NCLH\">Norwegian cruise line</a>Fell more than 4%,<a href=\"https://laohu8.com/S/RCL\">Royal Caribbean Cruises</a>Fell more than 3%;</p><p>U.S. oil stocks generally fell before the market,<a href=\"https://laohu8.com/S/BP\">British Oil</a>Fell more than 5%,<a href=\"https://laohu8.com/S/CPE\">Caron Petroleum</a>Fell more than 4%,<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>、<a href=\"https://laohu8.com/S/APA\">Apache</a>Fell more than 3%;</p><p>The precious metals sector of U.S. stocks generally fell before the market.<a href=\"https://laohu8.com/S/HMY\">Harmony Gold</a>Fell nearly 8%,<a href=\"https://laohu8.com/S/GFI\">Jintian</a>、<a href=\"https://laohu8.com/S/CDE\">Cordellen Minerals</a>Fell more than 5%,<a href=\"https://laohu8.com/S/HL\">Hecla Minerals</a>Fell more than 4%,<a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>、<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>、<a href=\"https://laohu8.com/S/RGLD\">Royal Gold</a>Fell more than 2%;</p><p>U.S. blockchain concept stocks generally fell,<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>Fell more than 7%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>Fell more than 4%;</p><p><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>It fell more than 8% before the market, having previously denied reports that it was considering withdrawing from the US market;</p><p><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>It fell more than 4% before the market,<a href=\"https://laohu8.com/S/UBS\">UBS</a>Previous research reports stated that XPeng's new car G9 has no obvious competitive advantage compared with its peers, and if competition intensifies, the valuation will be under pressure;</p><p><a href=\"https://laohu8.com/S/CANO\">Cano Health</a>It rose nearly 6% before the market, and it is rumored that many potential buyers are considering acquiring the company;</p><p><a href=\"https://laohu8.com/S/COST\">Costco</a>It fell more than 3% before the market, and the gross profit margin in Q4 was 10.18%, lower than the same period last year.</p><p><b>European Market</b></p><p>Major European stock indexes fell across the board. As of press time, the German DAX30 index fell 2.74%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>It fell 2.34%, and France's CAC40 fell 2.46%.</p><p><img src=\"https://static.tigerbbs.com/c951740202161ae3c22fbcc97236ae7f\" tg-width=\"820\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/></p><p><b>crude oil</b></p><p>Crude oil futures fell sharply. As of press time, WTI crude oil fell 3.47% to $80.59 per barrel; Brent crude oil fell 3.06% to $87.69 a barrel.</p><p><img src=\"https://static.tigerbbs.com/4592b98ebc328d5e44ee549ba956f61c\" tg-width=\"862\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e7bb5558cca87f48ddb3b319066da89b\" tg-width=\"862\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></p><p><b>Gold</b></p><p>Gold futures continued to fall, falling 1.76% to $1,651.5 an ounce as of press time.</p><p><img src=\"https://static.tigerbbs.com/eddafb3e7260b331cb47f94d97619647\" tg-width=\"862\" tg-height=\"825\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123410633","content_text":"9月23日，美股三大股指期货全线下挫，截至发稿，道指期货跌1.27%；纳斯达克100指数期货跌1.53%；标普500指数期货跌1.4%。高盛终于多翻空！大幅下调美股目标价，预计年底前再跌4%美东时间周四，高盛将标普500指数的年底目标价从此前预测的4300点下调至3600点，称利率上行前景的大幅转变将拖累美股估值。这意味着高盛预计在今年剩余的时间内，美股还要继续下跌超4%。盘前行情美股明星科技股盘前齐挫，特斯拉、奈飞、英伟达、AMD跌超2%，苹果、亚马逊、谷歌A、微软均跌超1%；美股邮轮股盘前走低，嘉年华邮轮跌超5%，挪威邮轮跌超4%，皇家加勒比邮轮跌超3%；美股石油股盘前普跌，英国石油跌超5%，卡隆石油跌超4%，西方石油、阿帕契跌超3%；美股贵金属板块盘前普跌，哈莫尼黄金跌近8%，金田、科尔黛伦矿业跌超5%，赫克拉矿业跌超4%，纽曼矿业、巴里克黄金、皇家黄金跌超2%；美股区块链概念股普跌，Riot Blockchain跌超7%，Coinbase、Marathon Digital、MicroStrategy跌超4%；瑞士信贷盘前跌超8%，此前否认有关其考虑退出美国市场的报道；小鹏汽车盘前跌超4%，瑞银此前研报表示，小鹏新车G9与同业比无明显竞争优势，若竞争加剧估值将受压；Cano Health盘前涨近6%，传多个潜在买家考虑收购公司；好市多盘前跌逾3%，Q4毛利率10.18%，低于去年同期。欧洲市场欧洲主要股指全线下跌，截至发稿，德国DAX30指数跌2.74%，英国富时100跌2.34%，法国CAC40跌2.46%。原油原油期货大幅走低，截止发稿，WTI原油跌3.47%，报80.59美元/桶；布伦特原油跌3.06%，报87.69美元/桶。黄金黄金期货持续下挫，截止发稿，跌1.76%，报1651.5美元/盎司。","news_type":1,"symbols_score_info":{".IXIC":0.9,"YMmain":0.9,".DJI":0.9,".SPX":0.9,"NQmain":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919404755,"gmtCreate":1663835084678,"gmtModify":1676537346566,"author":{"id":"3569034930679856","authorId":"3569034930679856","name":"BP小林","avatar":"https://static.tigerbbs.com/ab11857f8510820e3bc13bd0a9bd1bcb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569034930679856","idStr":"3569034930679856"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9919404755","repostId":"1171146521","repostType":4,"repost":{"id":"1171146521","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1663821856,"share":"https://ttm.financial/m/news/1171146521?lang=en_US&edition=fundamental","pubTime":"2022-09-22 12:44","market":"hk","language":"zh","title":"Who understands the helplessness of Hong Kong stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=1171146521","media":"格隆汇投资学苑","summary":"十年港股两茫茫，杀价值，灭投机。千股阴跌，无处话凄凉。纵使相逢应不识，问安好，道珍重。牛市幽梦难还乡，睡不着，吃不香。望盘无言，惟有泪千行。料得年年新低处，明月夜，又平仓。是什么，把善良单纯的股民，硬","content":"<p><html><head></head><body><b>In the past ten years, Hong Kong stocks have been at a loss, killing value and speculation. Thousands of shares are falling, and there is nowhere to say desolation. Even if you don't know each other when you meet, ask hello and cherish it. The dream of the bull market is difficult to return home, I can't sleep, and I can't eat well. Looking at the plate without words, only a thousand lines of tears. It is expected that it will reach a new low every year, and on a bright moonlit night, the position will be closed again.</b></p><p>What forced the kind and simple stockholders into sad and heartbroken poets?</p><p>It is the Hong Kong stock market, and it is the bleak market that has been falling endlessly since the beginning of last year.</p><p>If the negative decline of A-shares during this period has made you suffer and depressed, then please take a look at the Hong Kong stock market, and take a look at the tragic situation that has fallen from last year to now. Maybe you won't feel so uncomfortable.</p><p>Looking back at the trend of the Hong Kong stock market in the past two years, even many professional institutions were unexpected.</p><p><b>We did the same before. We originally thought that after the regulatory attitude warmed up and the epidemic subsided, the darkest moment of Hong Kong stocks could pass, but we didn't expect that Hong Kong stocks, caught between the epidemic, the economy, and changes in Sino-US relations, were far more helpless than everyone thought.</b></p><p>All kinds of situations in reality have exceeded the original expectations, and have not changed, which eventually leads to hopes and disappointments again and again.</p><p>The Hong Kong stock market is really difficult! Compared with it, A shares are not worthy of carrying shoes.</p><p><b>01. Reflection, what happened to Hong Kong stocks?</b></p><p>Looking back on this year, Hong Kong stocks have fallen all the way from their highs, and the decline has exceeded 20%. What's worse is that it started to fall at the beginning of last year. If it fell from last year's high point, the decline even exceeded 40%, and Hang Seng Technology stocks even fell by almost 70%.</p><p><img src=\"https://static.tigerbbs.com/32d6973cb9e4394c500a382423c7d34c\" tg-width=\"1080\" tg-height=\"687\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/00700\">Tencent</a>From their respective highest points to the present, Ali's respective market values have evaporated by 4 trillion Hong Kong dollars, and Meituan has evaporated by 1.8 trillion Hong Kong dollars.<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>And other giants are also evaporating hundreds of billions and hundreds of billions.</p><p>In addition, the decline of other industries such as real estate, medical care, and education is even worse. The specific amount of evaporation is difficult for people to dismantle.</p><p><b>These were the most proud and sought after industries in those days, but now things have changed, and the difference between clouds and mud is really shocking.</b></p><p>These are the times \"<b>A century of great changes</b>\"The most remarkable witness.</p><p>Reflecting,<b>The most important thing is the depth of the impact of this great change and the time span of the change. Everyone's understanding is indeed not deep enough.</b></p><p>Not only us, but also those fund bosses who have managed tens of billions, some of them are veterans who have been working in the stock market for more than ten years. The losses are not much better than that of ordinary investors. In recent years, the performance of the funds they manage has even fallen worse than that of retail investors, so the basic people are clamoring for them to do things, such as the performance of some A-share fund managers below.</p><p><img src=\"https://static.tigerbbs.com/e0a751af4ae494059dc76fd6efa1ab66\" tg-width=\"861\" tg-height=\"866\" referrerpolicy=\"no-referrer\"/></p><p>Therefore, in the chess game, it is really difficult to deeply understand the changes outside the game. Human nature is like this, regardless of high or low.</p><p><b>If the development and changes of the Hong Kong stock market over the years and the analysis of the reasons behind it are written into a book and used as a textbook for universities to study, I believe it will never fall in price.</b></p><p>But reflection is necessary. Let's briefly talk about the core:</p><p><b>Reflection one,</b>Under the changes in geopolitics, economic background, policy supervision, etc. of Hong Kong stocks, as well as the special financial market status of Hong Kong stocks and the industry structure of listed companies, their operating logic is definitely not thoroughly explained by any simple theory.</p><p>What determines the lowest operating logic of a financial market is only the country behind which it depends and the economic development and changes of the country, not some industry sectors, let alone some individual stocks.</p><p>The Hong Kong stock market itself has too small a voice, and now it is completely not due to itself. The impact of the macro background of changes in Sino-US relations on Hong Kong stocks is one of the most critical reasons. It is really difficult to interpret and analyze in depth here., everyone understands.</p><p>Anyway, we are too immersed in the inertia of past thinking.</p><p><b>Reflection 2,</b>Another direct factor behind the financial cycle is the performance expectation and valuation logic of listed companies, which is not only related to the economic cycle, but also related to policy changes. Now that our country is in the stage of economic transformation, the best stage of the incremental dividend of the Internet has long passed, and the real estate industry is also gone with the saturation of urbanization and the arrival of an aging society. The huge bubble accumulated in the crazy feast of medical care in 2019 is actually in the digestive stage.</p><p><b>The Internet, real estate, and education have been analyzed too much to talk about. Let's talk about big medical care. There were too many problems in this sector in the past. Although it will not be liquidated now, it is real to squeeze bubbles and verify performance.</b></p><p>The most obvious thing is that a large amount of capital acquires medical pipeline business or assets are reintegrated and packaged into companies that meet the listing standards of Hong Kong stocks, and then go public, advocating future expectations and stimulating a surge in bubbles. Who can believe that all kinds of intractable diseases such as cancer, rare diseases, and Alzheimer's disease, which are insurmountable in front of human beings, have been carried out in the laboratory for decades without any achievements, but three or two years after being acquired by capital, \"continuous breakthroughs are made, and the product is expected to be launched\"?</p><p>Look at those companies. How many of them started to cash out and run away or declared the failure of pipeline research and development after the period of lifting the ban on listing, and how many of them ended up in chicken feathers?</p><p>By saying so much, I just want to explain that the reason why these sectors have fallen so much, in addition to the logical changes caused by the change of Sino-US relations, has a lot to do with the need to digest the previous excessive valuation bubble. Of course, there are also expectations for their business in the future. The impact of further contraction leading to valuation contraction.</p><p><b>Reflection three,</b>Investment in the stock market has always been anti-human, so don't go against the trend.</p><p>During this period of time, we have noticed that many well-known large institutions have traveled to disclose their holdings reduction.</p><p>For example, in August, Warren Buffett began to sell off the 14-year-old stocks<a href=\"https://laohu8.com/S/01211\">BYD shares</a>, earning tens of billions of Hong Kong dollars; At the same time, SoftBank also significantly reduced its holdings again<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Shares, earning tens of billions of dollars; Earlier, Naspers Group, the major shareholder of Tencent, also reduced its holdings of Tencent shares by a large amount. This is its third major reduction since 2018.</p><p>In fact, the reduction of giants' holdings does not mean that these target companies have no investment value from now on, but investment has always been for profit. The experience and level of these giants, their understanding of the macro situation, the industry, and the company is definitely deeper than that of us ordinary people.</p><p>Therefore, they gave us a good signal to reduce our holdings, at least in the short term, we don't have enough confidence in the market.<b>One boss may not be able to explain the problem. Several bosses are doing the same thing at the same time, and the signal strength is obvious enough.</b></p><p>If we could understand this signal earlier, and make corresponding evasive operations, and not go against the trend, maybe we wouldn't be so deep now.</p><p><b>02. What do you think of the stock market next?</b></p><p>At present, the increasingly complex and changeable situation makes any theory and prediction model useless.</p><p>We are still optimistic about the future of A-share and Hong Kong stock markets in the long run, but we don't seem to have much confidence in the short term.</p><p>Judging from the various pressures currently faced by Hong Kong stocks, we have not seen any significant changes, especially the relationship between the two countries. We cannot predict what the outcome will be, or even the energy crisis caused by the situation between Russia and Ukraine and the impact on the global economy. It is impossible to predict how long it will last, but it can be predicted that the probability of the stock market continuing to fluctuate weakly for a period of time in the future is quite high.</p><p>At the same time, the shareholding reduction plans of the institutional bosses mentioned above have just started, and it will take quite some time to reduce their holdings to the set target, which also means that they will still form a sustained selling pressure on the market.</p><p>In addition, in order to get rid of the extremely high inflation crisis, the world is still in a vigorous rate hike, which is another major incentive for the decline of Hong Kong stocks.</p><p>The reason why Hong Kong stocks fell so much today is that the U.S. stock market is about to usher in an interest rate meeting tonight, and the market has a great consensus on increasing 100 basis points. This is overwhelming pressure, so the market fell first.</p><p>The United States has now made it very clear that inflation will not fall, rate hike will not stop, and the current inflation is still 8%, which is still huge with the target of less than 3%. Therefore, there may be several rate hike in the future, which also means that the pressure on Hong Kong stocks will exist for a long time..</p><p>Therefore, the pressure that Hong Kong stocks are facing now is really numerous and helpless.</p><p>Fortunately, among the major weighted sectors of Hong Kong stocks, most of the valuations from within the industry have already met the current performance level. Many leaders have already fallen below the average valuation level of the industry. Without these external troubles, they are There is a good attraction.</p><p>Now we see that the country is pouring a lot of policy dividends, and various policies to stabilize the economy are emerging in an endless stream. Since the third quarter, more and more achievements have been made. Especially in non-real estate traditional infrastructure, various new infrastructure, hard technology industries, etc.</p><p><b>Objectively speaking, under so many internal and external pressures, China's economy can still maintain a good growth rate, which is stable enough. Although the stock market has fallen a lot, the macroeconomic operation can't be said to be bad. We should treat the financial and economic aspects objectively and rationally, and there is no need to completely deny the whole thing when we see some negative ones.</b></p><p>Now, at the individual stock level, many giant companies have launched repurchase plans. Since Tencent announced its repurchase plan this year, hundreds of millions of repurchases every day are still in progress. At the same time, there are AIA, Xiaomi,<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>Many companies have announced repurchase plans, and the repurchase will end with live ammunition.</p><p><img src=\"https://static.tigerbbs.com/13de920b326e80ba519d6465504e6a83\" tg-width=\"461\" tg-height=\"759\" referrerpolicy=\"no-referrer\"/></p><p>At least, the enterprise itself thinks it is underestimated.</p><p>In fact, in the long run, domestic policies do have a warming trend in the face of regulatory attitudes such as Internet platforms, education, and real estate. Relying on their tracks, they are just needed in the future, especially the Internet, which is an indispensable infrastructure in the future digital era. Facilities, there is still huge room for development.</p><p><b>Although it has fallen so badly now, but from a long-term perspective of five or even more than ten years, as long as these companies do not fall, there is still a lot of room for growth in the future.</b></p><p>However, now everyone lacks long-term patience and sufficient confidence.</p><p>On the other hand, no matter how bad the market is, there will be structural market conditions. At present, there are still some industries that have benefited from the current macro changes, such as traditional energy, materials, grain, high-end manufacturing, various supply chain services and other fields, which can still have good development dividends.</p><p>If you don't pay attention to those industries in the whirlpool, these sectors can be regarded as good safe havens.</p><p><b>03. Conclusion</b></p><p>Although the current environment of Hong Kong stocks will still be under greater pressure even for some time to come.</p><p>Some analysts believe that under the influence of rate hike, inflation in the United States has begun to slow down or even fall. If the current pace of rate hike continues, the inflation rate may almost be reduced to the target position by the first half of next year, provided that it can be maintained. The U.S. and even the global economy will not collapse.</p><p>But if rate hike leads to economic collapse, it will definitely put the cart before the horse of the goal, which is by no means what rate hike wants. So now everyone is so full of rate hike expectations. Perhaps if the situation is better than expected by then, it is not ruled out that Hong Kong stocks, including Hong Kong stocks, will usher in a rebound.</p><p>In addition, fundamentally, we still feel that it is more ideal and objective to use \"pain\" to objectively evaluate the current Hong Kong stock market. The reason is very simple. The financial market is related to the national destiny. If the national destiny goes up, the stock market will inevitably go up in the long run. However, in the short term, it will be affected by various factors and fluctuate greatly, which is the so-called crisis that has happened before.</p><p>As the most important window for China's opening to the outside world, Hong Kong's financial market has extremely important economic value and strategic significance. Therefore, although Hong Kong stocks are indeed in constant pain now, we should not lose hope in it. Maybe a little more, and by next year, when the Fed enters the end of a rate hike, things will get better.</p><p>I hope that the Hong Kong stock market will be able to keep the clouds open and regain its glory.</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>Who understands the helplessness of Hong Kong stocks?</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\">\nWho understands the helplessness of Hong Kong stocks?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time smaller\">2022-09-22 12:44</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>In the past ten years, Hong Kong stocks have been at a loss, killing value and speculation. Thousands of shares are falling, and there is nowhere to say desolation. Even if you don't know each other when you meet, ask hello and cherish it. The dream of the bull market is difficult to return home, I can't sleep, and I can't eat well. Looking at the plate without words, only a thousand lines of tears. It is expected that it will reach a new low every year, and on a bright moonlit night, the position will be closed again.</b></p><p>What forced the kind and simple stockholders into sad and heartbroken poets?</p><p>It is the Hong Kong stock market, and it is the bleak market that has been falling endlessly since the beginning of last year.</p><p>If the negative decline of A-shares during this period has made you suffer and depressed, then please take a look at the Hong Kong stock market, and take a look at the tragic situation that has fallen from last year to now. Maybe you won't feel so uncomfortable.</p><p>Looking back at the trend of the Hong Kong stock market in the past two years, even many professional institutions were unexpected.</p><p><b>We did the same before. We originally thought that after the regulatory attitude warmed up and the epidemic subsided, the darkest moment of Hong Kong stocks could pass, but we didn't expect that Hong Kong stocks, caught between the epidemic, the economy, and changes in Sino-US relations, were far more helpless than everyone thought.</b></p><p>All kinds of situations in reality have exceeded the original expectations, and have not changed, which eventually leads to hopes and disappointments again and again.</p><p>The Hong Kong stock market is really difficult! Compared with it, A shares are not worthy of carrying shoes.</p><p><b>01. Reflection, what happened to Hong Kong stocks?</b></p><p>Looking back on this year, Hong Kong stocks have fallen all the way from their highs, and the decline has exceeded 20%. What's worse is that it started to fall at the beginning of last year. If it fell from last year's high point, the decline even exceeded 40%, and Hang Seng Technology stocks even fell by almost 70%.</p><p><img src=\"https://static.tigerbbs.com/32d6973cb9e4394c500a382423c7d34c\" tg-width=\"1080\" tg-height=\"687\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/00700\">Tencent</a>From their respective highest points to the present, Ali's respective market values have evaporated by 4 trillion Hong Kong dollars, and Meituan has evaporated by 1.8 trillion Hong Kong dollars.<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>And other giants are also evaporating hundreds of billions and hundreds of billions.</p><p>In addition, the decline of other industries such as real estate, medical care, and education is even worse. The specific amount of evaporation is difficult for people to dismantle.</p><p><b>These were the most proud and sought after industries in those days, but now things have changed, and the difference between clouds and mud is really shocking.</b></p><p>These are the times \"<b>A century of great changes</b>\"The most remarkable witness.</p><p>Reflecting,<b>The most important thing is the depth of the impact of this great change and the time span of the change. Everyone's understanding is indeed not deep enough.</b></p><p>Not only us, but also those fund bosses who have managed tens of billions, some of them are veterans who have been working in the stock market for more than ten years. The losses are not much better than that of ordinary investors. In recent years, the performance of the funds they manage has even fallen worse than that of retail investors, so the basic people are clamoring for them to do things, such as the performance of some A-share fund managers below.</p><p><img src=\"https://static.tigerbbs.com/e0a751af4ae494059dc76fd6efa1ab66\" tg-width=\"861\" tg-height=\"866\" referrerpolicy=\"no-referrer\"/></p><p>Therefore, in the chess game, it is really difficult to deeply understand the changes outside the game. Human nature is like this, regardless of high or low.</p><p><b>If the development and changes of the Hong Kong stock market over the years and the analysis of the reasons behind it are written into a book and used as a textbook for universities to study, I believe it will never fall in price.</b></p><p>But reflection is necessary. Let's briefly talk about the core:</p><p><b>Reflection one,</b>Under the changes in geopolitics, economic background, policy supervision, etc. of Hong Kong stocks, as well as the special financial market status of Hong Kong stocks and the industry structure of listed companies, their operating logic is definitely not thoroughly explained by any simple theory.</p><p>What determines the lowest operating logic of a financial market is only the country behind which it depends and the economic development and changes of the country, not some industry sectors, let alone some individual stocks.</p><p>The Hong Kong stock market itself has too small a voice, and now it is completely not due to itself. The impact of the macro background of changes in Sino-US relations on Hong Kong stocks is one of the most critical reasons. It is really difficult to interpret and analyze in depth here., everyone understands.</p><p>Anyway, we are too immersed in the inertia of past thinking.</p><p><b>Reflection 2,</b>Another direct factor behind the financial cycle is the performance expectation and valuation logic of listed companies, which is not only related to the economic cycle, but also related to policy changes. Now that our country is in the stage of economic transformation, the best stage of the incremental dividend of the Internet has long passed, and the real estate industry is also gone with the saturation of urbanization and the arrival of an aging society. The huge bubble accumulated in the crazy feast of medical care in 2019 is actually in the digestive stage.</p><p><b>The Internet, real estate, and education have been analyzed too much to talk about. Let's talk about big medical care. There were too many problems in this sector in the past. Although it will not be liquidated now, it is real to squeeze bubbles and verify performance.</b></p><p>The most obvious thing is that a large amount of capital acquires medical pipeline business or assets are reintegrated and packaged into companies that meet the listing standards of Hong Kong stocks, and then go public, advocating future expectations and stimulating a surge in bubbles. Who can believe that all kinds of intractable diseases such as cancer, rare diseases, and Alzheimer's disease, which are insurmountable in front of human beings, have been carried out in the laboratory for decades without any achievements, but three or two years after being acquired by capital, \"continuous breakthroughs are made, and the product is expected to be launched\"?</p><p>Look at those companies. How many of them started to cash out and run away or declared the failure of pipeline research and development after the period of lifting the ban on listing, and how many of them ended up in chicken feathers?</p><p>By saying so much, I just want to explain that the reason why these sectors have fallen so much, in addition to the logical changes caused by the change of Sino-US relations, has a lot to do with the need to digest the previous excessive valuation bubble. Of course, there are also expectations for their business in the future. The impact of further contraction leading to valuation contraction.</p><p><b>Reflection three,</b>Investment in the stock market has always been anti-human, so don't go against the trend.</p><p>During this period of time, we have noticed that many well-known large institutions have traveled to disclose their holdings reduction.</p><p>For example, in August, Warren Buffett began to sell off the 14-year-old stocks<a href=\"https://laohu8.com/S/01211\">BYD shares</a>, earning tens of billions of Hong Kong dollars; At the same time, SoftBank also significantly reduced its holdings again<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Shares, earning tens of billions of dollars; Earlier, Naspers Group, the major shareholder of Tencent, also reduced its holdings of Tencent shares by a large amount. This is its third major reduction since 2018.</p><p>In fact, the reduction of giants' holdings does not mean that these target companies have no investment value from now on, but investment has always been for profit. The experience and level of these giants, their understanding of the macro situation, the industry, and the company is definitely deeper than that of us ordinary people.</p><p>Therefore, they gave us a good signal to reduce our holdings, at least in the short term, we don't have enough confidence in the market.<b>One boss may not be able to explain the problem. Several bosses are doing the same thing at the same time, and the signal strength is obvious enough.</b></p><p>If we could understand this signal earlier, and make corresponding evasive operations, and not go against the trend, maybe we wouldn't be so deep now.</p><p><b>02. What do you think of the stock market next?</b></p><p>At present, the increasingly complex and changeable situation makes any theory and prediction model useless.</p><p>We are still optimistic about the future of A-share and Hong Kong stock markets in the long run, but we don't seem to have much confidence in the short term.</p><p>Judging from the various pressures currently faced by Hong Kong stocks, we have not seen any significant changes, especially the relationship between the two countries. We cannot predict what the outcome will be, or even the energy crisis caused by the situation between Russia and Ukraine and the impact on the global economy. It is impossible to predict how long it will last, but it can be predicted that the probability of the stock market continuing to fluctuate weakly for a period of time in the future is quite high.</p><p>At the same time, the shareholding reduction plans of the institutional bosses mentioned above have just started, and it will take quite some time to reduce their holdings to the set target, which also means that they will still form a sustained selling pressure on the market.</p><p>In addition, in order to get rid of the extremely high inflation crisis, the world is still in a vigorous rate hike, which is another major incentive for the decline of Hong Kong stocks.</p><p>The reason why Hong Kong stocks fell so much today is that the U.S. stock market is about to usher in an interest rate meeting tonight, and the market has a great consensus on increasing 100 basis points. This is overwhelming pressure, so the market fell first.</p><p>The United States has now made it very clear that inflation will not fall, rate hike will not stop, and the current inflation is still 8%, which is still huge with the target of less than 3%. Therefore, there may be several rate hike in the future, which also means that the pressure on Hong Kong stocks will exist for a long time..</p><p>Therefore, the pressure that Hong Kong stocks are facing now is really numerous and helpless.</p><p>Fortunately, among the major weighted sectors of Hong Kong stocks, most of the valuations from within the industry have already met the current performance level. Many leaders have already fallen below the average valuation level of the industry. Without these external troubles, they are There is a good attraction.</p><p>Now we see that the country is pouring a lot of policy dividends, and various policies to stabilize the economy are emerging in an endless stream. Since the third quarter, more and more achievements have been made. Especially in non-real estate traditional infrastructure, various new infrastructure, hard technology industries, etc.</p><p><b>Objectively speaking, under so many internal and external pressures, China's economy can still maintain a good growth rate, which is stable enough. Although the stock market has fallen a lot, the macroeconomic operation can't be said to be bad. We should treat the financial and economic aspects objectively and rationally, and there is no need to completely deny the whole thing when we see some negative ones.</b></p><p>Now, at the individual stock level, many giant companies have launched repurchase plans. Since Tencent announced its repurchase plan this year, hundreds of millions of repurchases every day are still in progress. At the same time, there are AIA, Xiaomi,<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>Many companies have announced repurchase plans, and the repurchase will end with live ammunition.</p><p><img src=\"https://static.tigerbbs.com/13de920b326e80ba519d6465504e6a83\" tg-width=\"461\" tg-height=\"759\" referrerpolicy=\"no-referrer\"/></p><p>At least, the enterprise itself thinks it is underestimated.</p><p>In fact, in the long run, domestic policies do have a warming trend in the face of regulatory attitudes such as Internet platforms, education, and real estate. Relying on their tracks, they are just needed in the future, especially the Internet, which is an indispensable infrastructure in the future digital era. Facilities, there is still huge room for development.</p><p><b>Although it has fallen so badly now, but from a long-term perspective of five or even more than ten years, as long as these companies do not fall, there is still a lot of room for growth in the future.</b></p><p>However, now everyone lacks long-term patience and sufficient confidence.</p><p>On the other hand, no matter how bad the market is, there will be structural market conditions. At present, there are still some industries that have benefited from the current macro changes, such as traditional energy, materials, grain, high-end manufacturing, various supply chain services and other fields, which can still have good development dividends.</p><p>If you don't pay attention to those industries in the whirlpool, these sectors can be regarded as good safe havens.</p><p><b>03. Conclusion</b></p><p>Although the current environment of Hong Kong stocks will still be under greater pressure even for some time to come.</p><p>Some analysts believe that under the influence of rate hike, inflation in the United States has begun to slow down or even fall. If the current pace of rate hike continues, the inflation rate may almost be reduced to the target position by the first half of next year, provided that it can be maintained. The U.S. and even the global economy will not collapse.</p><p>But if rate hike leads to economic collapse, it will definitely put the cart before the horse of the goal, which is by no means what rate hike wants. So now everyone is so full of rate hike expectations. Perhaps if the situation is better than expected by then, it is not ruled out that Hong Kong stocks, including Hong Kong stocks, will usher in a rebound.</p><p>In addition, fundamentally, we still feel that it is more ideal and objective to use \"pain\" to objectively evaluate the current Hong Kong stock market. The reason is very simple. The financial market is related to the national destiny. If the national destiny goes up, the stock market will inevitably go up in the long run. However, in the short term, it will be affected by various factors and fluctuate greatly, which is the so-called crisis that has happened before.</p><p>As the most important window for China's opening to the outside world, Hong Kong's financial market has extremely important economic value and strategic significance. Therefore, although Hong Kong stocks are indeed in constant pain now, we should not lose hope in it. Maybe a little more, and by next year, when the Fed enters the end of a rate hike, things will get better.</p><p>I hope that the Hong Kong stock market will be able to keep the clouds open and regain its glory.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e1ae3d0f75bebef8011736e9031acae","relate_stocks":{"HSTECH":"恒生科技指数","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171146521","content_text":"十年港股两茫茫，杀价值，灭投机。千股阴跌，无处话凄凉。纵使相逢应不识，问安好，道珍重。牛市幽梦难还乡，睡不着，吃不香。望盘无言，惟有泪千行。料得年年新低处，明月夜，又平仓。是什么，把善良单纯的股民，硬生生逼成了愁绪万千、肝肠寸断的诗人骚客？是港股，是那从去年初到如今一直跌跌不休的惨淡行情。如果说这段时间A股的阴跌让你煎熬郁闷，那么请看一眼港股吧，看一眼从去年跌到现在已奄奄一息的惨状，或许你就不觉得那么难受了。回顾这两年港股市场的走势，即使是很多专业的机构都始料未及。我们此前也是，原想着监管态度转暖及疫情消退之后，港股最至暗的时刻就可以过去，却没想到，夹在疫情与经济、中美关系变局中间的港股，远比大家想象的无奈。现实的种种形势都超过了原先的预期，并且一直未见改观，最终导致一次次希望，又一次次失望。港股市场，实在太难了！A股跟它相比，提鞋都不配。01、反思，港股究竟怎么了？回顾今年来港股从高点一路下来，跌幅已超过20%。更惨的是，它是从去年初就开始下跌，如果从去年的高点下来，跌幅甚至超过了40%，恒生科技股甚至跌了差不多70%。腾讯、阿里从各自最高点到现在，各自市值蒸发了4万亿港元，美团蒸发了1.8万亿，京东、百度及其他巨头也都是几千亿、几千亿的蒸发。还有地产、医疗、教育等其他行业的跌幅更是一个比一个惨，具体的蒸发量，人艰不拆了。这些都是当年最值得骄傲、最被市场追捧的行业，如今却已物是人非，云泥之别，真的非常让人震撼。这些是时代“百年大变局”最显著的见证。反思起来，最主要的是对这个大变局所带来的影响深度和转变的时间跨度，大家的理解确实都不够深刻。不止我们，看看那些管理几十几百亿的基金大佬，有些还是在股市里熬炼十数年的老将，亏损的幅度并不比普通股民好多少。那些近几年抓住某个行业红利横空出世的明星经理，他们所管理的基金业绩甚至跌得比散户还惨，就差基民嚷嚷叫他们做事了，比如下面的一些A股基金经理的表现。所以身在棋局中，真的很难深刻认清局外变化，人性如此，不分高低贵贱。如果把这些年港股市场发展变化及背后原因分析写成一部书，给大学里当教材学习，相信都绝对不掉价。但反思是很必要的，简单讲一下核心的吧：反思一，港股在地缘政治、经济背景、政策监管等变化，以及港股本身特殊的金融市场地位和上市公司行业结构下，其运行逻辑绝对不是任何简单理论能解释得透。决定一个金融市场最底层运行逻辑的，只有它背后所依存的国家以及国家的经济发展变化，不是其中的某些行业板块，更不是部分个股。港股市场自身的话语权太小了，现在已经完全不是由其自身，中美关系变化的宏观大背景对港股带来的影响，这是最最关键的原因之一，这里真不好深入解读分析，大家懂的都懂。反正是我们太过于沉浸在过去的思维惯性上了。反思二，金融周期背后的另一个直接因素是上市公司的业绩预期与估值逻辑，这不仅关乎经济周期，还关乎政策变化。现在我国的处在经济转型的阶段，互联网的增量红利最好的阶段早就过去了，地产业也随着城镇化饱和和老龄化社会到来也高光不在，而医疗这些在2019年的疯狂盛宴中积累下来的巨大泡沫，到现在其实都是在消化阶段。互联网、地产、教育这些被分析太多懒得说了，再说下大医疗这块。这板块过去有太多的问题了，现在虽说不至于清算，但挤泡沫和业绩验证是实在的。最明显的，大量资本收购医疗管线业务或者资产再整合打包成符合港股上市标准的公司，然后上市，鼓吹未来预期，刺激泡沫激增。谁敢相信，那些横亘在人类面前难以逾越的癌症、稀罕病、阿尔兹海默症等各种疑难杂症在实验室里搞了几十年都没攻坚成果，却在被资本收购后三两年就“不断获得突破，产品上市有望”了？看看那些公司，有多少是上市解禁期过后，就开始套现跑路或者宣告管线研发失败的案例，有多少股价最后一地鸡毛的？说那么多，就是想说明，这些板块之所以跌那么多，除了中美关系转变导致的逻辑变化外，与本身之前过高的估值泡沫需要消化有很大关系，当然也有未来预期它们的业务进一步收缩导致估值收缩的影响。反思三，股市投资从来都是反人性的，不要跟趋势作对。这段时间以来，我们关注到有不少著名大机构都出行了披露减持的现象。比如8月份，股神巴菲特开始陆续抛售持有了14年之久的比亚迪股份，大赚数百亿港元；同时，软银也再度大幅减持了阿里巴巴股份，爆赚了几百亿美金；而稍早点的，是腾讯大股东Naspers集团也大笔减持腾讯股份，这是其2018年以来第三次大减持。其实巨头的减持并不代表这些标的公司从此没有投资价值，只是投资从来都是为逐利而来。这些巨头的经验和层次，它们对宏观形势、对行业、对公司的理解肯定比我们普通人要更加深入。所以，他们就给了我们很好减持信号，起码短期内对市场不够信心。一个大佬可能说明不了问题，几个大佬都是同一个时间做着同样的事，那信号强度已经足够明显了。如果我们能早点理解这个信号，并作出相应规避操作，不与趋势作对，或许现在不至于套那么深。02、接下来股市怎么看？当前越发复杂多变的形势局面，让任何理论和预测模型都没有用武之地。我们长期依然看好A股和港股市场的未来，只是短期内好像没太多信心。从当前港股所面临的种种压力看来，还没看到明显改观的变化，尤其两国关系的问题，我们无法预测到结果会如何，甚至俄乌局势引发的能源危机、对全球经济的冲击到底还持续到什么时候，这些都没办法预测，但可以预测的是，股市未来持续弱势震荡下去一段时间的概率挺大。同时，上面说的那些机构大佬的减持计划才开启不久，要减持到既定目标还要相当一段时间，这也意味着它们依然会对大市形成持续的抛压。此外，当前全球为了摆脱极端高通胀危机，还在大力加息中，这也是影响港股下跌的又一大诱因。今天港股跌那么多，就是因为今晚美股即将迎来议息会议，市场对加100基点的共识很大，这可是不堪重负的压力，所以市场就先跌为敬了。美国如今已经非常明确通胀不降，加息不止，而当前的通胀还有8%，与3%以内的目标还有巨大，所以未来可能还有几次加息，也意味着对港股的压力长期存在。所以说，港股现在面临的压力，真的又多又无奈。所幸的是，现在的港股几大权重板块中，从行业内部看多数的估值已经契合了当前的业绩水平，很多龙头早就跌破行业平均估值水平了，如果没有这些外部的困扰，它们是有不错的吸引力的。我们现在看到了国家正在倾注大量的政策红利，各种稳经济政策层出不穷，而且三季度以来，开始取得了越来越多的成绩。尤其是在非地产类的传统基建、各种新基建，硬科技产业等等。客观来讲，在如此多的内外部压力下，我国的经济还能维持幅度并不差的增速发展，已经足够稳健给力了。别看股市跌得比较多，但宏观经济运行真不能说差，我们应该对金融与经济面客观理性地区别看待，更没必要看到一些负面的就对整体全盘否定。现在，个股层面已经有很多巨头公司开启回购计划，腾讯今年宣布回购计划以来，动辄每天几个亿的回购，还在持续进行中，同时还有友邦、小米、长城汽车等很多公司都宣布了回购计划，并且真枪实弹下场回购。起码，企业本身是认为自己是低估的。其实从长期来看，现在国内政策面对互联网平台、教育、地产等监管态度确实有转暖趋势，凭借它们的所在赛道本就是属于未来刚需，尤其互联网这些更是未来数字时代不可或缺基础设施，发展空间还是巨大的。别看现在跌这么惨，但放在以五年甚至十年以上的长远视角看，只要这些公司不倒下，未来还是能有很大成长空间的。只是，现在大家缺乏长期的耐心和足够信心。另一方面，再差的市场里也会有结构的行情。当前还有一些受益于当前宏观变化的行业比如传统能源、材料、粮食、高端制造、各种供应链服务等领域，仍然能有不错的发展红利。如果不关注那些在漩涡中的行业，这些板块不失为不错的避风港。03、结语尽管当前港股的环境甚至未来一段时间，依然都会有较大的压力。有分析认为，在加息的影响下，美国的通胀已经开始趋缓甚至回落，如果按照目前的加息节奏下去，可能到明年上半年就差不多能把通胀率降到目标位置了，前提是能一直维持美国乃至全球经济不崩。但如果加息导致经济崩溃，肯定是对目标的本末倒置，绝不是加息想要的。所以现在大家把加息预期都打那么满，或许如果到时候形势好于预期，反而不排除包括港股在内能迎来反弹行情。此外，从根本上，我们还是觉得用“阵痛”来客观评价当前的港股市场更加理想客观。理由很简单，金融市场关乎国运，国运向上，股市长期必然向上，只是短期会受各种因素影响而出现大波动，也就是以前发生过的所谓的危机。香港作为中国对外开放最重要的窗口，其金融市场的经济价值和战略意义都无比重要，所以尽管现在港股确实是阵痛不断，我们不应该对其失去希望。也许再熬一熬，到了明年，美联储进入加息末端时，情况就变好了。希望到时候的港股，能守得云开，再现荣光吧。","news_type":1,"symbols_score_info":{"HSTECH":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":2780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938438268,"gmtCreate":1662646995654,"gmtModify":1676537109447,"author":{"id":"3569034930679856","authorId":"3569034930679856","name":"BP小林","avatar":"https://static.tigerbbs.com/ab11857f8510820e3bc13bd0a9bd1bcb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569034930679856","idStr":"3569034930679856"},"themes":[],"htmlText":"[财迷] [开心] ","listText":"[财迷] [开心] ","text":"[财迷] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9938438268","repostId":"1158423866","repostType":4,"repost":{"id":"1158423866","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":1662638895,"share":"https://ttm.financial/m/news/1158423866?lang=en_US&edition=fundamental","pubTime":"2022-09-08 20:08","market":"hk","language":"zh","title":"Pre-market | Focus on Powell's speech! Market volatility on the verge?","url":"https://stock-news.laohu8.com/highlight/detail?id=1158423866","media":"老虎资讯综合","summary":"9月8日，美股三大股指期货小幅震荡，截至发稿，道指期货跌0.01%；纳斯达克100指数期货跌0.16%；标普500指数期货跌0.08%。美国上周首次申领失业救济人数为22.2万人，为2022年5月28","content":"<p><html><head></head><body>On September 8, the three major U.S. stock index futures fluctuated slightly. As of press time, Dow futures fell 0.01%; Nasdaq 100 futures fell 0.16%; S&P 500 futures fell 0.08%.</p><p><img src=\"https://static.tigerbbs.com/0d490bcc018bbfbe170e0257b5b23b57\" tg-width=\"386\" tg-height=\"186\" referrerpolicy=\"no-referrer\"/></p><p>The number of people applying for unemployment benefits for the first time in the United States last week was 222,000, the lowest since the week of May 28, 2022. It was estimated to be 235,000, compared with the previous value of 232,000.</p><p>Agency comments on the number of initial jobless claims in the United States last week: The number of initial jobless claims in the United States fell to a three-month low last week, highlighting that the job market remains strong despite the Federal Reserve's rate hike. The U.S. Labor Department announced on Thursday that the number of initial jobless claims fell to 222,000 last week. Since March this year, the Federal Reserve has rate hike 225 basis points in an attempt to curb high inflation by curbing economic demand. Still, there are no signs of mass layoffs, and every two job vacancies still correspond to one unemployed person.</p><p><a href=\"https://laohu8.com/NW/1162003369\" target=\"_blank\"><b>Will Powell \"kill all sides\" tonight?</b></a></p><p>Looking forward to the day, the U.S. stock and bond market will undoubtedly focus closely on the speech of Federal Reserve Chairman Powell. According to the schedule, he will attend a meeting on monetary policy held by Cato Institute at 21:10 Beijing time tonight, which will also be his last public speech before the Federal Reserve's September interest rate meeting.</p><p><b>Pre-market news</b></p><p><a href=\"https://laohu8.com/NW/1164577043\" target=\"_blank\">TSMC's August sales were NT $218.13 billion, a year-on-year increase of 58.7%</a>；</p><p><a href=\"https://laohu8.com/NW/1108255243\" target=\"_blank\">Gaotu's Q2 revenue was 537.8 million, and its adjusted net profit turned losses into profits</a>；</p><p><a href=\"https://laohu8.com/NW/1188293770\" target=\"_blank\">Tesla sold 76,965 Chinese-made cars in August, a month-on-month increase of 172.8%</a>；</p><p><a href=\"https://laohu8.com/NW/1197567918\" target=\"_blank\">Great Wall Motors sold 88,226 vehicles in August, a year-on-year increase of 19%</a>；</p><p><a href=\"https://laohu8.com/NW/1164414374\" target=\"_blank\">Tencent Holdings repurchased 1.16 million shares today at a total cost of approximately HK $352 million</a>；</p><p><a href=\"https://laohu8.com/NW/1150967549\" target=\"_blank\">Bilibili's second-quarter revenue was 4.9 billion yuan, and its net loss expanded year-on-year</a>；</p><p><a href=\"https://laohu8.com/NW/1196458630\" target=\"_blank\">Xiaomi Group repurchased 2.3 million shares today, costing a total of approximately HK $24.302 million</a>；</p><p><b>Premarket Quotes</b></p><p>Bilibili fell nearly 10% before the market, with revenue of 4.9 billion yuan in the second quarter, and its net loss expanded year-on-year;</p><p><a href=\"https://laohu8.com/S/GME\">GameStop</a>It rose more than 6% before the market, and recorded a net loss of US $108.7 million in Q2, which was better than expected. The company reached a cooperation with the cryptocurrency exchange FTX;</p><p>$First<a href=\"https://laohu8.com/S/000591\">Solar energy</a>(FSLR) $rose nearly 4% before the market,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Upgraded its rating two consecutive notches to buy, and significantly raised its target price to $172;</p><p><a href=\"https://laohu8.com/S/CSIQ\">Canadian Solar</a>It fell 4% before the market,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Said it faced huge cash flow pressure and downgraded its rating to sell;</p><p><a href=\"https://laohu8.com/S/AEO\">Beauty Eagle Clothing</a>It fell more than 14% before the market, the gross profit margin dropped sharply, and the Q2 profit was far lower than expected;</p><p><a href=\"https://laohu8.com/S/ASAN\">Ashana</a>It rose nearly 22% before the market, revenue in the second quarter exceeded expectations, and the performance guidance for fiscal year 2023 was raised;</p><p><a href=\"https://laohu8.com/S/SOL\">Ruineng New Energy</a>It rose more than 4% before the market, and the net loss in Q2 narrowed significantly month-on-month.</p><p><b>European Market</b></p><p>Major European stock indexes fell across the board. As of press time, the German DAX30 index fell 0.93%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>It fell 0.03%, and France's CAC40 fell 0.2%.</p><p><img src=\"https://static.tigerbbs.com/a3a9353b95e848ff47e3ac6e6c65b824\" tg-width=\"820\" tg-height=\"287\" referrerpolicy=\"no-referrer\"/></p><p><b>crude oil</b></p><p>Crude oil futures rose slightly. As of press time, WTI crude oil rose 0.38% to $82.25 per barrel; Brent crude oil rose 0.25% to $88.22 a barrel.</p><p><img src=\"https://static.tigerbbs.com/b93fc67b8878b53118dafb511b68e0d3\" tg-width=\"888\" tg-height=\"825\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/14f7a2cf4bf77cee15c9a07f28e421ad\" tg-width=\"888\" tg-height=\"824\" referrerpolicy=\"no-referrer\"/></p><p><b>Gold</b></p><p>Gold futures rose slightly, up 0.56% to $1,737.4 an ounce as of press time.</p><p><img src=\"https://static.tigerbbs.com/0f0739ba7670c81f6040ad3ccda98bcd\" tg-width=\"888\" tg-height=\"820\" referrerpolicy=\"no-referrer\"/></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>Pre-market | Focus on Powell's speech! Market volatility on the verge?</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\">\nPre-market | Focus on Powell's speech! Market volatility on the verge?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-09-08 20:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On September 8, the three major U.S. stock index futures fluctuated slightly. As of press time, Dow futures fell 0.01%; Nasdaq 100 futures fell 0.16%; S&P 500 futures fell 0.08%.</p><p><img src=\"https://static.tigerbbs.com/0d490bcc018bbfbe170e0257b5b23b57\" tg-width=\"386\" tg-height=\"186\" referrerpolicy=\"no-referrer\"/></p><p>The number of people applying for unemployment benefits for the first time in the United States last week was 222,000, the lowest since the week of May 28, 2022. It was estimated to be 235,000, compared with the previous value of 232,000.</p><p>Agency comments on the number of initial jobless claims in the United States last week: The number of initial jobless claims in the United States fell to a three-month low last week, highlighting that the job market remains strong despite the Federal Reserve's rate hike. The U.S. Labor Department announced on Thursday that the number of initial jobless claims fell to 222,000 last week. Since March this year, the Federal Reserve has rate hike 225 basis points in an attempt to curb high inflation by curbing economic demand. Still, there are no signs of mass layoffs, and every two job vacancies still correspond to one unemployed person.</p><p><a href=\"https://laohu8.com/NW/1162003369\" target=\"_blank\"><b>Will Powell \"kill all sides\" tonight?</b></a></p><p>Looking forward to the day, the U.S. stock and bond market will undoubtedly focus closely on the speech of Federal Reserve Chairman Powell. According to the schedule, he will attend a meeting on monetary policy held by Cato Institute at 21:10 Beijing time tonight, which will also be his last public speech before the Federal Reserve's September interest rate meeting.</p><p><b>Pre-market news</b></p><p><a href=\"https://laohu8.com/NW/1164577043\" target=\"_blank\">TSMC's August sales were NT $218.13 billion, a year-on-year increase of 58.7%</a>；</p><p><a href=\"https://laohu8.com/NW/1108255243\" target=\"_blank\">Gaotu's Q2 revenue was 537.8 million, and its adjusted net profit turned losses into profits</a>；</p><p><a href=\"https://laohu8.com/NW/1188293770\" target=\"_blank\">Tesla sold 76,965 Chinese-made cars in August, a month-on-month increase of 172.8%</a>；</p><p><a href=\"https://laohu8.com/NW/1197567918\" target=\"_blank\">Great Wall Motors sold 88,226 vehicles in August, a year-on-year increase of 19%</a>；</p><p><a href=\"https://laohu8.com/NW/1164414374\" target=\"_blank\">Tencent Holdings repurchased 1.16 million shares today at a total cost of approximately HK $352 million</a>；</p><p><a href=\"https://laohu8.com/NW/1150967549\" target=\"_blank\">Bilibili's second-quarter revenue was 4.9 billion yuan, and its net loss expanded year-on-year</a>；</p><p><a href=\"https://laohu8.com/NW/1196458630\" target=\"_blank\">Xiaomi Group repurchased 2.3 million shares today, costing a total of approximately HK $24.302 million</a>；</p><p><b>Premarket Quotes</b></p><p>Bilibili fell nearly 10% before the market, with revenue of 4.9 billion yuan in the second quarter, and its net loss expanded year-on-year;</p><p><a href=\"https://laohu8.com/S/GME\">GameStop</a>It rose more than 6% before the market, and recorded a net loss of US $108.7 million in Q2, which was better than expected. The company reached a cooperation with the cryptocurrency exchange FTX;</p><p>$First<a href=\"https://laohu8.com/S/000591\">Solar energy</a>(FSLR) $rose nearly 4% before the market,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Upgraded its rating two consecutive notches to buy, and significantly raised its target price to $172;</p><p><a href=\"https://laohu8.com/S/CSIQ\">Canadian Solar</a>It fell 4% before the market,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Said it faced huge cash flow pressure and downgraded its rating to sell;</p><p><a href=\"https://laohu8.com/S/AEO\">Beauty Eagle Clothing</a>It fell more than 14% before the market, the gross profit margin dropped sharply, and the Q2 profit was far lower than expected;</p><p><a href=\"https://laohu8.com/S/ASAN\">Ashana</a>It rose nearly 22% before the market, revenue in the second quarter exceeded expectations, and the performance guidance for fiscal year 2023 was raised;</p><p><a href=\"https://laohu8.com/S/SOL\">Ruineng New Energy</a>It rose more than 4% before the market, and the net loss in Q2 narrowed significantly month-on-month.</p><p><b>European Market</b></p><p>Major European stock indexes fell across the board. As of press time, the German DAX30 index fell 0.93%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>It fell 0.03%, and France's CAC40 fell 0.2%.</p><p><img src=\"https://static.tigerbbs.com/a3a9353b95e848ff47e3ac6e6c65b824\" tg-width=\"820\" tg-height=\"287\" referrerpolicy=\"no-referrer\"/></p><p><b>crude oil</b></p><p>Crude oil futures rose slightly. As of press time, WTI crude oil rose 0.38% to $82.25 per barrel; Brent crude oil rose 0.25% to $88.22 a barrel.</p><p><img src=\"https://static.tigerbbs.com/b93fc67b8878b53118dafb511b68e0d3\" tg-width=\"888\" tg-height=\"825\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/14f7a2cf4bf77cee15c9a07f28e421ad\" tg-width=\"888\" tg-height=\"824\" referrerpolicy=\"no-referrer\"/></p><p><b>Gold</b></p><p>Gold futures rose slightly, up 0.56% to $1,737.4 an ounce as of press time.</p><p><img src=\"https://static.tigerbbs.com/0f0739ba7670c81f6040ad3ccda98bcd\" tg-width=\"888\" tg-height=\"820\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"BK4566":"资本集团","BK4505":"高瓴资本持仓","BK4577":"网络游戏","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BILI":"哔哩哔哩","BK4509":"腾讯概念","BK1588":"回港中概股","BK4510":"在线教育","BK1608":"元宇宙概念","BK4554":"元宇宙及AR概念","BK1575":"同股不同权","BK1104":"互动家庭娱乐","BK4531":"中概回港概念","BK4526":"热门中概股","BK4563":"昨日强势股","BK1587":"次新股","09626":"哔哩哔哩-W","BK4503":"景林资产持仓","BK4513":"直播概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158423866","content_text":"9月8日，美股三大股指期货小幅震荡，截至发稿，道指期货跌0.01%；纳斯达克100指数期货跌0.16%；标普500指数期货跌0.08%。美国上周首次申领失业救济人数为22.2万人，为2022年5月28日当周以来新低，预估为23.5万人，前值为23.2万人。机构评美国上周初请失业金人数：美国上周首次申请失业救济人数降至三个月低点，突显出尽管美联储加息，但就业市场依然强劲。美国劳工部周四公布，上周初请失业金人数降至22.2万人。自今年3月以来，美联储已加息225个基点，试图通过抑制经济需求来抑制高通胀。尽管如此，目前还没有出现大规模裁员的迹象，而且每两个职位空缺仍然对应着一个失业者。今晚鲍威尔还会否“大杀四方”？展望日内，美国股债市场无疑将密切聚焦于美联储主席鲍威尔的演讲。按照日程安排，他将于北京时间今晚21:10参加卡托研究所举办的有关货币政策的会议，这也将是他在美联储9月议息会议前的最后一次公开讲话。盘前要闻台积电8月销售额2181.3亿台币，同比增长58.7%；高途Q2营收5.378亿，调整后净利润实现扭亏为盈；特斯拉8月中国产汽车销量76965辆，环比增长172.8%；长城汽车8月汽车销量88226辆，同比增长19％；腾讯控股今日回购116万股，共耗资约3.52亿港元；哔哩哔哩第二季度营收49亿元，净亏损同比扩大；小米集团今日回购230万股，共耗资约2430.2万港元；盘前行情哔哩哔哩盘前跌近10%，第二季度营收49亿元，净亏损同比扩大；游戏驿站盘前涨超6%，Q2录得净亏损1.087亿美元好于预期，公司与加密货币交易所FTX达成合作；$第一太阳能(FSLR)$盘前涨近4%，高盛将其评级连升两级至买入，大幅上调目标价至172美元；阿特斯太阳能盘前跌4%，高盛称其面临巨大的现金流压力，下调评级至卖出；美鹰服饰盘前跌超14%，毛利率大降，Q2利润远低于预期；阿莎娜盘前大涨近22%，二季度营收超预期，上调2023财年业绩指引；瑞能新能源盘前涨超4%，Q2净亏损环比大幅收窄。欧洲市场欧洲主要股指全线下跌，截至发稿，德国DAX30指数跌0.93%，英国富时100跌0.03%，法国CAC40跌0.2%。原油原油期货小幅走高，截止发稿，WTI原油涨0.38%，报82.25美元/桶；布伦特原油涨0.25%，报88.22美元/桶。黄金黄金期货小幅走高，截止发稿，涨0.56%，报1737.4美元/盎司。","news_type":1,"symbols_score_info":{"BILI":0.9,"09626":0.9}},"isVote":1,"tweetType":1,"viewCount":2720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}