To The Moon
Home
News
TigerAI
Log In
Sign Up
Sunc
+Follow
Posts · 506
Posts · 506
Following · 0
Following · 0
Followers · 0
Followers · 0
Sunc
Sunc
·
2023-01-19
ok
Chinese concept stocks are rising strongly! Wuxin Technology rose 6%, Bilibili and Pinduoduo rose more than 3%
1月19日，纳斯达克中国金龙指数涨超2%，雾芯科技涨超6%，贝壳涨超4%，哔哩哔哩、拼多多、百度涨超3%，京东、阿里巴巴涨超2%。
Chinese concept stocks are rising strongly! Wuxin Technology rose 6%, Bilibili and Pinduoduo rose more than 3%
看
2.84K
回复
1
点赞
1
编组 21备份 2
Share
Report
Sunc
Sunc
·
2023-01-13
ok
Loss of $3 billion in the past three years! Goldman Sachs' newly formed consumer finance arm is losing money
在转型消费金融的过程中，高盛付出了惨痛代价。
Loss of $3 billion in the past three years! Goldman Sachs' newly formed consumer finance arm is losing money
看
2.95K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
Sunc
Sunc
·
2023-01-12
ok
Sorry, this post has been deleted
看
2.34K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
Sunc
Sunc
·
2023-01-10
ok
Tiger Sharp Commentary | US CPI estimate for December, how much will the increase fall?
周四的数字不会难看。
Tiger Sharp Commentary | US CPI estimate for December, how much will the increase fall?
看
2.88K
回复
1
点赞
1
编组 21备份 2
Share
Report
Sunc
Sunc
·
2023-01-05
ok
Opening | The three major U.S. stock indexes have a collective open low, and popular Chinese concept stocks have fallen
1月5日，美股三大指数集体低开，道琼斯指数开盘下跌174.84点，跌幅0.53%，报33094.93点；纳斯达克综合指数开盘下跌74.69点，跌幅0.71%，报10384.07点；标普500指数开盘下
Opening | The three major U.S. stock indexes have a collective open low, and popular Chinese concept stocks have fallen
看
2.50K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
Sunc
Sunc
·
2022-12-30
ok
This year is one of the worst wealth losses in 100 years
高通胀还在继续，基金经理们的2023年又该如何应对？
This year is one of the worst wealth losses in 100 years
看
3.15K
回复
1
点赞
1
编组 21备份 2
Share
Report
Sunc
Sunc
·
2022-12-29
ok
Chinese EV ADRs Gained in Morning Trading, With XPeng and Li Auto Rising Over 6%
Chinese EV ADRs gained in morning trading. Li Auto, XPeng rose over 6%; Nio rose over 4%."The market
Chinese EV ADRs Gained in Morning Trading, With XPeng and Li Auto Rising Over 6%
看
2.77K
回复
1
点赞
3
编组 21备份 2
Share
Report
Sunc
Sunc
·
2022-12-29
ok
Crypto Stocks Rose in Morning Trading, With Coinbase Stock Jumping Over 6%
Crypto stocks rose in morning trading.Bit Digital rose over 9%; The9 rose over 7%; Coinbase, SOS Lim
Crypto Stocks Rose in Morning Trading, With Coinbase Stock Jumping Over 6%
看
2.71K
回复
Comment
点赞
2
编组 21备份 2
Share
Report
Sunc
Sunc
·
2022-12-28
ok
How many "black swans" will there be next year? These are a few things investors are worried about most
今年十分坎坷的市场表现仍令投资者心有余悸。
How many "black swans" will there be next year? These are a few things investors are worried about most
看
3.22K
回复
1
点赞
2
编组 21备份 2
Share
Report
Sunc
Sunc
·
2022-12-27
ok
Tech giants' performance expectations have been lowered, including Apple and Amazon
多位分析师下调了对主要科技公司的预估，以纳入持续的宏观逆风因素。
Tech giants' performance expectations have been lowered, including Apple and Amazon
看
3.12K
回复
1
点赞
1
编组 21备份 2
Share
Report
Load more
Most Discussed
{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3576729709142650","uuid":"3576729709142650","gmtCreate":1613635756811,"gmtModify":1619581203088,"name":"Sunc","pinyin":"sunc","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":63,"headSize":3,"tweetSize":506,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.23%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":9956464016,"gmtCreate":1674141801236,"gmtModify":1676538926391,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9956464016","repostId":"1120895828","repostType":4,"repost":{"id":"1120895828","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":1674139196,"share":"https://ttm.financial/m/news/1120895828?lang=en_US&edition=fundamental","pubTime":"2023-01-19 22:39","market":"other","language":"zh","title":"Chinese concept stocks are rising strongly! Wuxin Technology rose 6%, Bilibili and Pinduoduo rose more than 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120895828","media":"老虎资讯综合","summary":"1月19日，纳斯达克中国金龙指数涨超2%，雾芯科技涨超6%，贝壳涨超4%，哔哩哔哩、拼多多、百度涨超3%，京东、阿里巴巴涨超2%。","content":"<p><html><head></head><body>On January 19, the Nasdaq China Golden Dragon Index rose by more than 2%, and Wuxin Technology rose by more than 6%.<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Rose more than 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 3%, JD.com,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up more than 2%.</p><p><img src=\"https://static.tigerbbs.com/386df0369de8f8132ed55308f75d48f4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/f1b52b83976ceb2d08dd22efa28a5075\" tg-width=\"840\" tg-height=\"470\" 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>Chinese concept stocks are rising strongly! Wuxin Technology rose 6%, Bilibili and Pinduoduo rose more than 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nChinese concept stocks are rising strongly! Wuxin Technology rose 6%, Bilibili and Pinduoduo rose more than 3%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-01-19 22:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On January 19, the Nasdaq China Golden Dragon Index rose by more than 2%, and Wuxin Technology rose by more than 6%.<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Rose more than 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 3%, JD.com,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up more than 2%.</p><p><img src=\"https://static.tigerbbs.com/386df0369de8f8132ed55308f75d48f4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/f1b52b83976ceb2d08dd22efa28a5075\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"HXC":"纳斯达克中国金龙指数","RLX":"雾芯科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120895828","content_text":"1月19日，纳斯达克中国金龙指数涨超2%，雾芯科技涨超6%，贝壳涨超4%，哔哩哔哩、拼多多、百度涨超3%，京东、阿里巴巴涨超2%。","news_type":1,"symbols_score_info":{"RLX":0.9,"HXC":0.9}},"isVote":1,"tweetType":1,"viewCount":2844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958303199,"gmtCreate":1673624149112,"gmtModify":1676538866853,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958303199","repostId":"1187472513","repostType":4,"repost":{"id":"1187472513","kind":"news","pubTimestamp":1673621042,"share":"https://ttm.financial/m/news/1187472513?lang=en_US&edition=fundamental","pubTime":"2023-01-13 22:44","market":"us","language":"zh","title":"Loss of $3 billion in the past three years! Goldman Sachs' newly formed consumer finance arm is losing money","url":"https://stock-news.laohu8.com/highlight/detail?id=1187472513","media":"华尔街见闻","summary":"在转型消费金融的过程中，高盛付出了惨痛代价。","content":"<p><html><head></head><body>Author: Zhao Ying</p><p>The \"King of Wall Street\" can't play consumer loans, and is losing more and more money in this business.</p><p>On Friday, Goldman Sachs' 8-K filings disclosed at the US Securities and Exchange Commission showed that,<b>Its platform solutions division (Fintech and consumer finance businesses) suffered pre-tax losses of more than $1.2 billion from January to September 2022, and losses are accelerating every quarter.</b></p><p>According to the documents, from the beginning of 2020 to the end of September, the platform solutions segment suffered a cumulative loss of $3 billion. When the latest quarterly data is released next week,<b>The three-year cumulative loss is expected to be close to $4 billion. Looking at the amount of credit loss reserves, the loss last year will reach $2 billion.</b></p><p>This business lately originated from Goldman Sachs CEO Solomon's \"retail banking dream\". In 2016, Goldman Sachs launched Marcus, a consumer banking business, to provide retail consumers with products such as loans, savings and certificates of deposit. It also provides consumers with credit card Apple Card through cooperation with Apple.</p><p>However, the development process of Goldman Sachs' consumer finance business is very bumpy, with leadership changes, regulatory investigations and sharp rises in losses. Due to soaring costs and difficulties in establishing new business lines, Goldman Sachs launched the largest restructuring in history last October to spin off its consumer finance business.</p><p>Goldman Sachs merged its four business units into three, investment banking and trading business, asset management and wealth management, and platform solutions department (including the business for corporate customers in retail banking, Fintech platform investment business, GreenSky, a professional lender, and its cooperative business with Apple Card and General Motors).</p><p>Among them, investment banking and trading businesses may be the only businesses that are profitable.</p><p><b>In addition, the media quoted</b><b>People in the know</b><b>Pointed out that the $1 billion pre-tax loss reported by the Platform Solutions segment in 2021 was primarily related to Apple Card</b>, they said the loss of about $2 billion in 2022 was caused by Apple Card and installment loan platform GreenSky.</p><p>Goldman's overall consumer business had initially been expected to break even by the end of last year, and executives in the platform solutions unit now predict that the unit could achieve that sometime in 2025, according to people familiar with the matter, but the final situation is yet to be determined.</p><p>At the same time, facing the pressure of huge losses, Goldman Sachs CEO Solomon is looking for other ways to reduce spending. This week, Goldman Sachs kicked off the largest layoffs in history and considered reducing the bonus pool of employees in the investment banking department by at least 40%. At the same time, it launched the largest cost reduction plan since the financial crisis, targeting the new technology department, consumer department and other aspects, and pointing out that it evaluated various expenses from purchasing private jets to travel, meetings and even external suppliers.</p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Loss of $3 billion in the past three years! Goldman Sachs' newly formed consumer finance arm is losing money</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\">\nLoss of $3 billion in the past three years! Goldman Sachs' newly formed consumer finance arm is losing money\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-01-13 22:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Zhao Ying</p><p>The \"King of Wall Street\" can't play consumer loans, and is losing more and more money in this business.</p><p>On Friday, Goldman Sachs' 8-K filings disclosed at the US Securities and Exchange Commission showed that,<b>Its platform solutions division (Fintech and consumer finance businesses) suffered pre-tax losses of more than $1.2 billion from January to September 2022, and losses are accelerating every quarter.</b></p><p>According to the documents, from the beginning of 2020 to the end of September, the platform solutions segment suffered a cumulative loss of $3 billion. When the latest quarterly data is released next week,<b>The three-year cumulative loss is expected to be close to $4 billion. Looking at the amount of credit loss reserves, the loss last year will reach $2 billion.</b></p><p>This business lately originated from Goldman Sachs CEO Solomon's \"retail banking dream\". In 2016, Goldman Sachs launched Marcus, a consumer banking business, to provide retail consumers with products such as loans, savings and certificates of deposit. It also provides consumers with credit card Apple Card through cooperation with Apple.</p><p>However, the development process of Goldman Sachs' consumer finance business is very bumpy, with leadership changes, regulatory investigations and sharp rises in losses. Due to soaring costs and difficulties in establishing new business lines, Goldman Sachs launched the largest restructuring in history last October to spin off its consumer finance business.</p><p>Goldman Sachs merged its four business units into three, investment banking and trading business, asset management and wealth management, and platform solutions department (including the business for corporate customers in retail banking, Fintech platform investment business, GreenSky, a professional lender, and its cooperative business with Apple Card and General Motors).</p><p>Among them, investment banking and trading businesses may be the only businesses that are profitable.</p><p><b>In addition, the media quoted</b><b>People in the know</b><b>Pointed out that the $1 billion pre-tax loss reported by the Platform Solutions segment in 2021 was primarily related to Apple Card</b>, they said the loss of about $2 billion in 2022 was caused by Apple Card and installment loan platform GreenSky.</p><p>Goldman's overall consumer business had initially been expected to break even by the end of last year, and executives in the platform solutions unit now predict that the unit could achieve that sometime in 2025, according to people familiar with the matter, but the final situation is yet to be determined.</p><p>At the same time, facing the pressure of huge losses, Goldman Sachs CEO Solomon is looking for other ways to reduce spending. This week, Goldman Sachs kicked off the largest layoffs in history and considered reducing the bonus pool of employees in the investment banking department by at least 40%. At the same time, it launched the largest cost reduction plan since the financial crisis, targeting the new technology department, consumer department and other aspects, and pointing out that it evaluated various expenses from purchasing private jets to travel, meetings and even external suppliers.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3679833\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","relate_stocks":{"GS":"高盛"},"source_url":"https://wallstreetcn.com/articles/3679833","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1187472513","content_text":"作者：赵颖“华尔街之王”玩不转消费贷，在这一业务上亏损越来越大。周五，高盛在美国证券交易委员会披露的8-K文件显示，其平台解决方案部门（Fintech和消费金融业务）在2022年1-9月份，税前亏损超过12亿美元，而且每季度亏损都在加速。文件显示，从2020年初到9月底，平台解决方案部门亏损累计达30亿美元。当下周最新一季度的数据发布后，预计三年累计损失将接近40亿美元。从信贷损失准备金数额的来看，去年损失将达到20亿美元。这一业务最新源于高盛CEO所罗门的“零售银行梦”，2016年高盛推出消费者银行业务Marcus，向零售消费者提供贷款、储蓄和存单等产品，还通过与苹果公司的合作向消费者提供信用卡Apple Card。然而，高盛消费金融业务发展过程十分坎坷，领导层更替、监管调查、亏损大幅攀升。由于持续飙升的成本和建立新业务线困难重重，高盛在去年10月推出史上最大规模重组，分拆消费金融业务。高盛把四大业务部门合并为三个，投资银行和交易业务、资产管理和财富管理以及平台解决方案部门（包括零售银行中面向企业客户的业务、Fintech 平台投资业务、专业贷款机构 GreenSky 以及其与苹果公司（Apple Card）、通用汽车的合作业务）。其中，投资银行和交易业务可能是唯一盈利的业务。此外，媒体援引知情人士指出，平台解决方案部门2021年报告的10亿美元税前亏损主要与Apple Card有关，他们表示2022年约20亿美元亏损是由Apple Card和分期贷款平台GreenSky导致的。高盛的整体消费者业务最初曾预计将在去年年底实现收支平衡，知情人士称，平台解决方案部门的高管们现在预测，该部门可能在2025年的某个时候实现这一目标，但最终情况尚未确定。与此同时，面对巨额亏损的压力，高盛CEO所罗门正在寻求其他方式来缩减支出，本周高盛拉开史上最大规模裁员的序幕、并考虑将投行部门员工奖金池缩减至少40%后，同时启动了金融危机以来最大规模的降本计划，矛头直指新技术部门、消费部门等各方面指出，评估从购置私人飞机到差旅、会议乃至外部供应商的各项费用。","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":2948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951413054,"gmtCreate":1673537815378,"gmtModify":1676538853139,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951413054","repostId":"1106057993","repostType":4,"isVote":1,"tweetType":1,"viewCount":2341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951040533,"gmtCreate":1673364105822,"gmtModify":1676538824895,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9951040533","repostId":"1185461473","repostType":4,"repost":{"id":"1185461473","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":1673358951,"share":"https://ttm.financial/m/news/1185461473?lang=en_US&edition=fundamental","pubTime":"2023-01-10 21:55","market":"us","language":"zh","title":"Tiger Sharp Commentary | US CPI estimate for December, how much will the increase fall?","url":"https://stock-news.laohu8.com/highlight/detail?id=1185461473","media":"老虎锐评","summary":"周四的数字不会难看。","content":"<p><html><head></head><body><b>December CPI Estimates</b></p><p>Since last Friday, the market has been trading with obvious macro signs. What is called market trading has obvious macro signs, that is to say, there is no logic in the rise and fall of the stock market, but the trading logic of other assets is very strong, and when the stock market suddenly rises or falls, it happens to be when the prices of other macro assets change drastically.</p><p>In order of importance, the decisive factor for the U.S. rate hike resolution is now \"<b>CPI data > Powell on an occasion > Other Fed members on an occasion > FOMC meeting</b>”。 The least interesting thing to watch is the FOMC meeting. Of course, I have to watch it because I am afraid that the Fed will thunder.</p><p>The CPI data of the United States in December has not yet come out, but the CPI data of the European Union has come out. According to Bloomberg data, the EU's CPI data in December fell further from high levels. The figure below shows the CPI of the United States (blue line) and the European Union (white line), which are closely related. Careful people will find that the EU CPI seems to rise and fall later than that of the United States. The core reason for this lies in the energy part.</p><p><img src=\"https://static.tigerbbs.com/1da9c1b458f4ae27c6343845d3c362a0\" tg-width=\"1599\" tg-height=\"815\" referrerpolicy=\"no-referrer\"/></p><p>The chart below shows the growth rate of the energy component of the US CPI, which peaked in June last year.</p><p><img src=\"https://static.tigerbbs.com/4178d5d5316c92b4cc480c2901621104\" tg-width=\"947\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>However, the energy part of the EU CPI only began to fall in October last year. This difference is also consistent with common sense. The United States has stronger energy independence and the EU has stronger energy dependence.</p><p><img src=\"https://static.tigerbbs.com/b0c7e4429e60cbcb22e9dd75ddad726c\" tg-width=\"1866\" tg-height=\"815\" referrerpolicy=\"no-referrer\"/></p><p>The further decline of the EU's CPI in December implies that the United States will also fall. What is the CPI of 12 in the United States? I'll estimate it today.</p><p>The first part is energy. The year-on-year growth in November is still 13%, but according to the average price of gasoline, the year-on-year growth in December will be negative, which means that the price of gasoline in December 2022 is higher than that in December 2021. Gasoline prices are still cheap, with a year-on-year increase of about-1%. Considering that there are some service parts in the energy part, the price is sticky to a certain extent, and the year-on-year growth of energy is only about 3%. The chart below shows gasoline prices in the United States, and the red box is December.</p><p><img src=\"https://static.tigerbbs.com/02408072b8cc9d2d908fb63026ce78fe\" tg-width=\"1866\" tg-height=\"815\" referrerpolicy=\"no-referrer\"/></p><p>The second part is food (the picture below shows the index of food), which belongs to the relatively stubborn part of inflation. At present, inflation has begun to slow down month-on-month. Let's deal with it mathematically here. Using the month-on-month increase in November to estimate the food index in December, then the year-on-year growth of the food part in December is 10%, which is similar to the year-on-year growth of 10.6% in November.</p><p><img src=\"https://static.tigerbbs.com/89390ae120d8aad75d80c8a7084b1f26\" tg-width=\"926\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>For Part III (Goods) and Part IV (Services), the treatment is similar to that of food. The year-on-year growth of goods will be 2%, down from 3.7% in November; The year-on-year growth of services will be 7%, slightly higher than the 6.8% in November. The decline in commodity prices is obvious to all, so it may actually be lower than 2%. The year-on-year growth of services is still sticky, and the rent contributes the most. Judging from the actual experience now, the rent has indeed not fallen.</p><p><b>Finally, the four parts of the forecast are put on their respective weight coefficients, and the inflation forecast in December is 6.0%. At present, the average expectation of Wall Street analysts is 6.5%, and mine is 0.5% lower than their expectation.</b>Note that my estimates are actually conservative, because the month-on-month growth of food, goods and services has become smaller and smaller in the past four months, and I apply the month-on-month growth in November to estimate the number in December, which is very conservative. The figure below shows the index and month-on-month growth of these three parts in the past four months, and the trend of weakening month-on-month is obvious.</p><p><img src=\"https://static.tigerbbs.com/241911f59afe4f641417c5dd98836505\" tg-width=\"321\" tg-height=\"181\" referrerpolicy=\"no-referrer\"/></p><p>Thursday's numbers won't be ugly.</p><p><i>Disclaimer: It is not a research report, for informational purposes only, and does not constitute any investment advice.</i></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 Sharp Commentary | US CPI estimate for December, how much will the increase fall?</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 Sharp Commentary | US CPI estimate for December, how much will the increase fall?\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\">2023-01-10 21:55</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>December CPI Estimates</b></p><p>Since last Friday, the market has been trading with obvious macro signs. What is called market trading has obvious macro signs, that is to say, there is no logic in the rise and fall of the stock market, but the trading logic of other assets is very strong, and when the stock market suddenly rises or falls, it happens to be when the prices of other macro assets change drastically.</p><p>In order of importance, the decisive factor for the U.S. rate hike resolution is now \"<b>CPI data > Powell on an occasion > Other Fed members on an occasion > FOMC meeting</b>”。 The least interesting thing to watch is the FOMC meeting. Of course, I have to watch it because I am afraid that the Fed will thunder.</p><p>The CPI data of the United States in December has not yet come out, but the CPI data of the European Union has come out. According to Bloomberg data, the EU's CPI data in December fell further from high levels. The figure below shows the CPI of the United States (blue line) and the European Union (white line), which are closely related. Careful people will find that the EU CPI seems to rise and fall later than that of the United States. The core reason for this lies in the energy part.</p><p><img src=\"https://static.tigerbbs.com/1da9c1b458f4ae27c6343845d3c362a0\" tg-width=\"1599\" tg-height=\"815\" referrerpolicy=\"no-referrer\"/></p><p>The chart below shows the growth rate of the energy component of the US CPI, which peaked in June last year.</p><p><img src=\"https://static.tigerbbs.com/4178d5d5316c92b4cc480c2901621104\" tg-width=\"947\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>However, the energy part of the EU CPI only began to fall in October last year. This difference is also consistent with common sense. The United States has stronger energy independence and the EU has stronger energy dependence.</p><p><img src=\"https://static.tigerbbs.com/b0c7e4429e60cbcb22e9dd75ddad726c\" tg-width=\"1866\" tg-height=\"815\" referrerpolicy=\"no-referrer\"/></p><p>The further decline of the EU's CPI in December implies that the United States will also fall. What is the CPI of 12 in the United States? I'll estimate it today.</p><p>The first part is energy. The year-on-year growth in November is still 13%, but according to the average price of gasoline, the year-on-year growth in December will be negative, which means that the price of gasoline in December 2022 is higher than that in December 2021. Gasoline prices are still cheap, with a year-on-year increase of about-1%. Considering that there are some service parts in the energy part, the price is sticky to a certain extent, and the year-on-year growth of energy is only about 3%. The chart below shows gasoline prices in the United States, and the red box is December.</p><p><img src=\"https://static.tigerbbs.com/02408072b8cc9d2d908fb63026ce78fe\" tg-width=\"1866\" tg-height=\"815\" referrerpolicy=\"no-referrer\"/></p><p>The second part is food (the picture below shows the index of food), which belongs to the relatively stubborn part of inflation. At present, inflation has begun to slow down month-on-month. Let's deal with it mathematically here. Using the month-on-month increase in November to estimate the food index in December, then the year-on-year growth of the food part in December is 10%, which is similar to the year-on-year growth of 10.6% in November.</p><p><img src=\"https://static.tigerbbs.com/89390ae120d8aad75d80c8a7084b1f26\" tg-width=\"926\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>For Part III (Goods) and Part IV (Services), the treatment is similar to that of food. The year-on-year growth of goods will be 2%, down from 3.7% in November; The year-on-year growth of services will be 7%, slightly higher than the 6.8% in November. The decline in commodity prices is obvious to all, so it may actually be lower than 2%. The year-on-year growth of services is still sticky, and the rent contributes the most. Judging from the actual experience now, the rent has indeed not fallen.</p><p><b>Finally, the four parts of the forecast are put on their respective weight coefficients, and the inflation forecast in December is 6.0%. At present, the average expectation of Wall Street analysts is 6.5%, and mine is 0.5% lower than their expectation.</b>Note that my estimates are actually conservative, because the month-on-month growth of food, goods and services has become smaller and smaller in the past four months, and I apply the month-on-month growth in November to estimate the number in December, which is very conservative. The figure below shows the index and month-on-month growth of these three parts in the past four months, and the trend of weakening month-on-month is obvious.</p><p><img src=\"https://static.tigerbbs.com/241911f59afe4f641417c5dd98836505\" tg-width=\"321\" tg-height=\"181\" referrerpolicy=\"no-referrer\"/></p><p>Thursday's numbers won't be ugly.</p><p><i>Disclaimer: It is not a research report, for informational purposes only, and does not constitute any investment advice.</i></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/df74a3173019df9d7cecb61fc0d78eea","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185461473","content_text":"12月CPI预估从上周五开始，市场的交易有着很明显的宏观迹象。什么叫做市场的交易有着很明显的宏观迹象，就是说股市的上涨下跌没有逻辑可言，但是其它资产的交易逻辑性非常强，而股市突然上涨或者下跌的时候，恰好是其它宏观资产价格剧烈变化的时候。按照重要性排序，现在对于美国加息决议的决定因素是“CPI数据 >鲍威尔在某个场合的讲话 >其他美联储成员在某个场合的讲话 > FOMC会议”。最没有看头的反而是FOMC会议，当然也不得不看，因为害怕美联储会放雷。12月美国的CPI数据还没出来，但是欧盟的CPI数据出来了。根据彭博的数据，欧盟12月的CPI数据进一步高位下降。下图是美国（蓝线）和欧盟（白线）的CPI，两者关系非常紧密。细心的人会发现欧盟CPI冲高回落似乎比美国晚，这里面的核心原因在于能源部分。下图是美国CPI中能源部分的增长率，是去年6月见顶。但是欧盟CPI的能源部分，是去年10月才开始回落。这个差异和常识也相互吻合，美国的能源独立性更强，欧盟的能源依赖性更强。欧盟12月的CPI进一步回落暗示了美国也会回落，那美国12的CPI具体是多少呢？我今天来估算一下。第一个部分是能源，11月的同比增长还是13%，但是根据汽油的平均价格来看，12月的同比增长会是负数，也就是说2022年12月的汽油价格比2021年12月的汽油价格还便宜，大概同比增长是-1%。考虑到能源部分中还有一些服务部分，价格具有一定的粘滞性，能源的同比增长大概只有3%。下图是美国的汽油价格，红框是12月。第二部分是食物（下图是食物的指数），是属于通胀比较顽固的部分，目前通胀的环比开始放缓。这里数学处理一下，沿用11月的环比增幅来估计12月的食物指数，那么12月的食物部分的同比增长是10%，这个和11月的食物同比增长10.6%相近。对于第三部分（商品）和第四部分（服务），均采用和食物类似的处理方式。商品的同比增长将会是2%，低于11月的3.7%；服务的同比增长将会是7%，略微高于11月的6.8%。商品价格的回落有目共睹，所以实际可能比2%更低。服务的同比增长依然具有粘性，这里面房租的贡献最大，从现在的实际感受来看，房租确实没有回落。最后把预估的4部分套上各自的权重系数，那么12月的通胀预估是6.0%。目前华尔街分析师的预期均值是6.5%，我的比他们的预期要低0.5%。注意，我的预估其实都是偏保守，因为食物、商品和服务的环比增长在过去4个月都是越来越小，而我套用的是11月的环比增长来预估12月的数，很保守。下图是这3部分过去4个月的指数以及环比增长，环比变弱的趋势明显。周四的数字不会难看。免责声明：非研究报告，仅供参考，不构成任何投资建议。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959129659,"gmtCreate":1672932276671,"gmtModify":1676538759677,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959129659","repostId":"1158940630","repostType":4,"repost":{"id":"1158940630","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":1672929021,"share":"https://ttm.financial/m/news/1158940630?lang=en_US&edition=fundamental","pubTime":"2023-01-05 22:30","market":"us","language":"zh","title":"Opening | The three major U.S. stock indexes have a collective open low, and popular Chinese concept stocks have fallen","url":"https://stock-news.laohu8.com/highlight/detail?id=1158940630","media":"老虎资讯综合","summary":"1月5日，美股三大指数集体低开，道琼斯指数开盘下跌174.84点，跌幅0.53%，报33094.93点；纳斯达克综合指数开盘下跌74.69点，跌幅0.71%，报10384.07点；标普500指数开盘下","content":"<p><html><head></head><body>On January 5, the three major U.S. stock indexes collectively held an open low. The Dow Jones Index opened down 174.84 points, or 0.53%, to 33094.93 points; The Nasdaq Composite Index opened down 74.69 points, or 0.71%, to 10384.07 points; The S&P 500 index opened down 29.43 points, or 0.76%, to 3823.54 points.</p><p>Popular Chinese concept stocks fell,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Fell more than 6%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Fell more than 3%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell nearly 3%.</p><p><a href=\"https://laohu8.com/S/BBBY\">3B Home</a>It fell more than 23%, the largest intraday decline since August last year. It previously stated that it could not submit the 10Q quarterly report on time and was considering relevant options including bankruptcy relief.</p><p><a href=\"https://laohu8.com/S/WDC\">Western Digital</a>It rose more than 2%. People familiar with the matter said Western Digital had restarted negotiations on a merger deal with Japanese company Kioxia.</p><p><a href=\"https://laohu8.com/S/SI\">Silvergate</a>It plunged 40%, the largest intraday drop in history, amid reports that Silvergate sold $5.2 billion worth of debt securities and planned to lay off about 40% of its workforce.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening | The three major U.S. stock indexes have a collective open low, and popular Chinese concept stocks have fallen</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\">\nOpening | The three major U.S. stock indexes have a collective open low, and popular Chinese concept stocks have fallen\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-01-05 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On January 5, the three major U.S. stock indexes collectively held an open low. The Dow Jones Index opened down 174.84 points, or 0.53%, to 33094.93 points; The Nasdaq Composite Index opened down 74.69 points, or 0.71%, to 10384.07 points; The S&P 500 index opened down 29.43 points, or 0.76%, to 3823.54 points.</p><p>Popular Chinese concept stocks fell,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Fell more than 6%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Fell more than 3%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell nearly 3%.</p><p><a href=\"https://laohu8.com/S/BBBY\">3B Home</a>It fell more than 23%, the largest intraday decline since August last year. It previously stated that it could not submit the 10Q quarterly report on time and was considering relevant options including bankruptcy relief.</p><p><a href=\"https://laohu8.com/S/WDC\">Western Digital</a>It rose more than 2%. People familiar with the matter said Western Digital had restarted negotiations on a merger deal with Japanese company Kioxia.</p><p><a href=\"https://laohu8.com/S/SI\">Silvergate</a>It plunged 40%, the largest intraday drop in history, amid reports that Silvergate sold $5.2 billion worth of debt securities and planned to lay off about 40% of its workforce.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158940630","content_text":"1月5日，美股三大指数集体低开，道琼斯指数开盘下跌174.84点，跌幅0.53%，报33094.93点；纳斯达克综合指数开盘下跌74.69点，跌幅0.71%，报10384.07点；标普500指数开盘下跌29.43点，跌幅0.76%，报3823.54点。热门中概股走低，高途跌逾6%，京东跌超3%，阿里巴巴、百度跌近3%。3B家居跌超23%，创去年8月以来最大盘中跌幅，此前表示无法按时提交10Q季度报表，且正在考虑包括破产救济的相关选项。西部数据涨逾2%，知情人士称西部数据已经重启与日本公司铠侠的合并交易谈判。Silvergate重挫40%，创历史最大盘中跌幅，报道称Silvergate出售价值52亿美元的债权证券，并计划裁员约40%。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927193622,"gmtCreate":1672413582066,"gmtModify":1676538688068,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927193622","repostId":"1161296820","repostType":4,"repost":{"id":"1161296820","kind":"news","pubTimestamp":1672409292,"share":"https://ttm.financial/m/news/1161296820?lang=en_US&edition=fundamental","pubTime":"2022-12-30 22:08","market":"us","language":"zh","title":"This year is one of the worst wealth losses in 100 years","url":"https://stock-news.laohu8.com/highlight/detail?id=1161296820","media":"华尔街见闻","summary":"高通胀还在继续，基金经理们的2023年又该如何应对？","content":"<p><html><head></head><body>Author: Ge Jiaming</p><p>The year 2022 ended amid an intensive rate hike by central banks to fight inflation.</p><p>Both the stock market and bonds have suffered unexpected \"crit\", and asset management companies are struggling to cope with the most difficult year in 100 years.<b>Since risks cannot be hedged, funds cannot find a \"safe haven\",</b>Most standard investment methods, which combine stocks and fixed assets, have suffered considerable losses this year.</p><p>Equity hedge funds have fallen an average of 9.7% this year and are on track for their worst annual returns since the 2008 financial crisis, according to data from HFR.</p><p>Renaud de Planta, head of Pictet, a Swiss multinational private banking and financial services company, said<b>This year is one of the worst wealth losses in nearly 100 years, and many private investors may lose more than a quarter of their real wealth after inflation adjustment</b>：</p><p>The company manages about $635 billion in assets. Take the simplest investment portfolio-bonds and stocks, for example. Stocks and bonds around the world have basically experienced double-digit declines this year. The two asset classes can often be balanced out by hedging, and this year has seen one of the worst wealth shrinkage in 100 years. According to the media, Stéphane Monier, chief investment officer of Swiss private bank Lombard Odier, said in an interview that 2022 is the year since 1926<b>The only three years in which both stocks and bonds have had \"significantly negative returns\".</b>The MSCI World Index, which tracks global stock markets, has fallen by 14% since January, while the Bloomberg Fixed Income Index has also fallen by more than 10%.</p><p>According to research by Asset Risk Consultants (ARC), by tracking the investment returns of more than 100 large UK asset management companies this year, as of December 15, the investment portfolios of UK asset management company clients were adjusted for inflation.<b>The average loss is nearly 20%</b>。</p><p>Inflation aside, portfolios have lost an average of 10% this year, said ARC chief Graham Harrison<b>Investors this year have little chance of avoiding losses</b>：</p><p>With the exception of energy and commodities, almost all asset classes are falling, and investors have little chance of avoiding losses. The U.S. bond market recorded its biggest decline in decades, with the yield on the U.S. two-year Treasury Bond soaring from 0.7% to 4.3%, and the yield on the 10-year Treasury Bond jumping from 1.5% at the end of 2021 to more than 3.8%. Since the beginning of this year, British Treasury Bond have risen by more than 250%. Without warning, the Bank of Japan made a surprise turn in December, sending the yield on Japan's 10-year Treasury Bond soaring 21 basis points to 0.467%, the highest since 2015.</p><p>The tragedy also happened in the global stock market. Except for the British FTSE 100, which also rose by 1.74%, the major stock indexes of developed markets around the world all fell. The Nasdaq fell by 33.03% during the year, the German DAX fell by 11.41%, and the Nikkei 225 fell by 9.37%. France CAC40 fell 8.1%.</p><p>Fund managers have to look for assets that are not related to stocks and bonds. Monier said,<b>Hedge funds that benefit from volatility can earn decent returns on investment this year. Many fund managers said that they have increased their holdings of commodities and increased the proportion of gold in commodities.</b></p><p>Monier said conventional wisdom is that bond-focused strategies lose less during market downturns. However,<b>Many fixed-income-heavy portfolios have underperformed equity-heavy options investments this year</b>：</p><p>The highest inflation rate in decades, along with rising interest rates, is a particularly problematic combination for bonds. Media analysis pointed out that this year's unstable situation also requires fund managers to spend a lot of time face-to-face with customers to prevent them from panicking and fleeing. Peter McLean, CEO of wealth management firm Stonehage Fleming, said that they have engaged more with clients this year than in previous years:</p><p>We have to give an explanation of what happened, why it happened and what changes will be made in the future at an appropriate time. The sudden surge in inflation presents a particular challenge for asset managers, and one they haven't faced in decades.</p><p>And now, inflation is still close to 10%, meaning managers will also start 2023 far behind and need to deliver better results to break even.</p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This year is one of the worst wealth losses in 100 years</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\">\nThis year is one of the worst wealth losses in 100 years\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-12-30 22:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Ge Jiaming</p><p>The year 2022 ended amid an intensive rate hike by central banks to fight inflation.</p><p>Both the stock market and bonds have suffered unexpected \"crit\", and asset management companies are struggling to cope with the most difficult year in 100 years.<b>Since risks cannot be hedged, funds cannot find a \"safe haven\",</b>Most standard investment methods, which combine stocks and fixed assets, have suffered considerable losses this year.</p><p>Equity hedge funds have fallen an average of 9.7% this year and are on track for their worst annual returns since the 2008 financial crisis, according to data from HFR.</p><p>Renaud de Planta, head of Pictet, a Swiss multinational private banking and financial services company, said<b>This year is one of the worst wealth losses in nearly 100 years, and many private investors may lose more than a quarter of their real wealth after inflation adjustment</b>：</p><p>The company manages about $635 billion in assets. Take the simplest investment portfolio-bonds and stocks, for example. Stocks and bonds around the world have basically experienced double-digit declines this year. The two asset classes can often be balanced out by hedging, and this year has seen one of the worst wealth shrinkage in 100 years. According to the media, Stéphane Monier, chief investment officer of Swiss private bank Lombard Odier, said in an interview that 2022 is the year since 1926<b>The only three years in which both stocks and bonds have had \"significantly negative returns\".</b>The MSCI World Index, which tracks global stock markets, has fallen by 14% since January, while the Bloomberg Fixed Income Index has also fallen by more than 10%.</p><p>According to research by Asset Risk Consultants (ARC), by tracking the investment returns of more than 100 large UK asset management companies this year, as of December 15, the investment portfolios of UK asset management company clients were adjusted for inflation.<b>The average loss is nearly 20%</b>。</p><p>Inflation aside, portfolios have lost an average of 10% this year, said ARC chief Graham Harrison<b>Investors this year have little chance of avoiding losses</b>：</p><p>With the exception of energy and commodities, almost all asset classes are falling, and investors have little chance of avoiding losses. The U.S. bond market recorded its biggest decline in decades, with the yield on the U.S. two-year Treasury Bond soaring from 0.7% to 4.3%, and the yield on the 10-year Treasury Bond jumping from 1.5% at the end of 2021 to more than 3.8%. Since the beginning of this year, British Treasury Bond have risen by more than 250%. Without warning, the Bank of Japan made a surprise turn in December, sending the yield on Japan's 10-year Treasury Bond soaring 21 basis points to 0.467%, the highest since 2015.</p><p>The tragedy also happened in the global stock market. Except for the British FTSE 100, which also rose by 1.74%, the major stock indexes of developed markets around the world all fell. The Nasdaq fell by 33.03% during the year, the German DAX fell by 11.41%, and the Nikkei 225 fell by 9.37%. France CAC40 fell 8.1%.</p><p>Fund managers have to look for assets that are not related to stocks and bonds. Monier said,<b>Hedge funds that benefit from volatility can earn decent returns on investment this year. Many fund managers said that they have increased their holdings of commodities and increased the proportion of gold in commodities.</b></p><p>Monier said conventional wisdom is that bond-focused strategies lose less during market downturns. However,<b>Many fixed-income-heavy portfolios have underperformed equity-heavy options investments this year</b>：</p><p>The highest inflation rate in decades, along with rising interest rates, is a particularly problematic combination for bonds. Media analysis pointed out that this year's unstable situation also requires fund managers to spend a lot of time face-to-face with customers to prevent them from panicking and fleeing. Peter McLean, CEO of wealth management firm Stonehage Fleming, said that they have engaged more with clients this year than in previous years:</p><p>We have to give an explanation of what happened, why it happened and what changes will be made in the future at an appropriate time. The sudden surge in inflation presents a particular challenge for asset managers, and one they haven't faced in decades.</p><p>And now, inflation is still close to 10%, meaning managers will also start 2023 far behind and need to deliver better results to break even.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3678748\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8de43451c68f57a0fdb81f66644722a","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3678748","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1161296820","content_text":"作者：葛佳明2022年在各国央行为抗击通胀的密集加息中落幕。股市和债券都遭遇了始料未及的“暴击”，资管公司正在努力应对100年以来最难熬的一年，由于风险无法对冲，资金找不到“避风港”，多数以股票和固定资产为组合的标准投资方式在今年都遭遇了不小的损失。根据HFR的数据，股票对冲基金今年平均下跌9.7%，有望创自2008年金融危机以来最差的年度回报率。瑞士跨国私人银行和金融服务公司Pictet负责人Renaud de Planta称今年是近100年来财富损失最严重的年份之一，许多私人投资者的实际财富在经通胀调整后，损失或将超过四分之一：公司管理着约6350亿美元的资产，拿最简单的一个投资组合——债券和股票来举例。今年全球的股票和债券基本都出现了两位数的跌幅。这两种资产类别通常可以对冲来平衡，今年是100年来财富缩水最严重的年份之一。媒体称，瑞士私人银行 Lombard Odier 的首席投资官 Stéphane Monier在接受采访时表示，2022 年是自1926 年以来仅有的三年股票和债券均出现“明显负回报”的年份。追踪全球股市的MSCI世界指数自1月以来下跌了14%，而彭博固定收益指数下跌也超10%。根据Asset Risk Consultants (ARC)的研究，通过跟踪英国100多家大型资管公司今年以来的投资回报，截至12月15日，英国资管公司客户们的投资组合经通胀调整后，平均损失近20%。ARC表示，撇开通涨不看，今年的投资组合平均损失10%，ARC负责人Graham Harrison表示今年的投资者几乎没有避免损失的机会：除了能源和大宗商品，几乎所有类别的资产都在下跌，投资者几乎没有避免损失的机会。美国债券市场创下了数十年来的最大跌幅，美国两年期国债收益率从0.7%飙升至 4.3%，十年期国债收益率已从2021年底的1.5%跃升至超3.8%。今年以来英国国债涨超250%。没有任何预兆，日本央行12月出人意料地转向，使得日本10年期国债收益率飙升21个基点至0.467％，为2015年以来最高。惨状也同样发生在全球股市，除英国富时100也累计上涨1.74%，全球发达市场主要股指均下跌，纳斯达克年内累计下跌33.03%，德国DAX跌11.41%，日经225跌9.37%，法国CAC40跌8.1%。基金经理们不得不寻找与股票和债券不相关的资产。Monier表示，从波动性中获益的对冲基金，可以在今年获得不错的投资回报率。不少基金经理们表示，他们已增持大宗商品，同时增加黄金在大宗商品的比例。Monier称，传统观点认为，债券为主的策略在市场低迷期间损失较小。然而，许多以固定收益为主的投资组合今年的表现不如以股票为主的期权投资：几十年来最高的通胀率，以及不断攀升的利率，对债券来说是一个特别有问题的组合。媒体分析指出，今年不稳定的情况还要求基金经理们花大量的时间与客户面对面，以防止客户们恐慌出逃。财富管理公司Stonehage Fleming的CEO Peter McLean称，他们今年与客户进行了比以往几年更多的接触：我们不得不对发生的事情、发生的原因以及将在未来适当的时候做出哪些改变进行解释。通胀的突然飙升给资管公司带来了特殊的挑战，也是他们几十年来从未面对过的挑战。而现在，通货膨胀率仍然接近10%，意味着经理们2023年的开局也将远远落后，需要提供更好的业绩才能实现收支平衡。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924735156,"gmtCreate":1672327434975,"gmtModify":1676538673250,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924735156","repostId":"1184536778","repostType":4,"repost":{"id":"1184536778","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672325074,"share":"https://ttm.financial/m/news/1184536778?lang=en_US&edition=fundamental","pubTime":"2022-12-29 22:44","market":"us","language":"en","title":"Chinese EV ADRs Gained in Morning Trading, With XPeng and Li Auto Rising Over 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1184536778","media":"Tiger Newspress","summary":"Chinese EV ADRs gained in morning trading. Li Auto, XPeng rose over 6%; Nio rose over 4%.\"The market","content":"<html><head></head><body><p>Chinese EV ADRs gained in morning trading. Li Auto, XPeng rose over 6%; Nio rose over 4%.</p><p>"The market has recently worried about the impact of China's Covid policy adjustment on the demand and supply of NEVs. We believe that the overall impact is limited," CICC analyst Deng Xue's team wrote in a research note.</p><p><img src=\"https://static.tigerbbs.com/5bbe6ce87f0d2a51cad96247a7bcd58f\" tg-width=\"399\" tg-height=\"226\" referrerpolicy=\"no-referrer\"/></p><p>On the demand side, the Covid infection since December did have some impact on sales of NEVs, mainly in terms of consumer visits to stores, the team said.</p><p>In addition, some salespeople have been affected, the team said, adding that these factors can create some disruption in the acquisition of new orders.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese EV ADRs Gained in Morning Trading, With XPeng and Li Auto Rising Over 6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese EV ADRs Gained in Morning Trading, With XPeng and Li Auto Rising Over 6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-12-29 22:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese EV ADRs gained in morning trading. Li Auto, XPeng rose over 6%; Nio rose over 4%.</p><p>"The market has recently worried about the impact of China's Covid policy adjustment on the demand and supply of NEVs. We believe that the overall impact is limited," CICC analyst Deng Xue's team wrote in a research note.</p><p><img src=\"https://static.tigerbbs.com/5bbe6ce87f0d2a51cad96247a7bcd58f\" tg-width=\"399\" tg-height=\"226\" referrerpolicy=\"no-referrer\"/></p><p>On the demand side, the Covid infection since December did have some impact on sales of NEVs, mainly in terms of consumer visits to stores, the team said.</p><p>In addition, some salespeople have been affected, the team said, adding that these factors can create some disruption in the acquisition of new orders.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LI":"理想汽车","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184536778","content_text":"Chinese EV ADRs gained in morning trading. Li Auto, XPeng rose over 6%; Nio rose over 4%.\"The market has recently worried about the impact of China's Covid policy adjustment on the demand and supply of NEVs. We believe that the overall impact is limited,\" CICC analyst Deng Xue's team wrote in a research note.On the demand side, the Covid infection since December did have some impact on sales of NEVs, mainly in terms of consumer visits to stores, the team said.In addition, some salespeople have been affected, the team said, adding that these factors can create some disruption in the acquisition of new orders.","news_type":1,"symbols_score_info":{"XPEV":0.9,"NIO":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":2770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924732977,"gmtCreate":1672327284300,"gmtModify":1676538673198,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924732977","repostId":"1117624391","repostType":4,"repost":{"id":"1117624391","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672325904,"share":"https://ttm.financial/m/news/1117624391?lang=en_US&edition=fundamental","pubTime":"2022-12-29 22:58","market":"us","language":"en","title":"Crypto Stocks Rose in Morning Trading, With Coinbase Stock Jumping Over 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1117624391","media":"Tiger Newspress","summary":"Crypto stocks rose in morning trading.Bit Digital rose over 9%; The9 rose over 7%; Coinbase, SOS Lim","content":"<html><head></head><body><p>Crypto stocks rose in morning trading.</p><p>Bit Digital rose over 9%; The9 rose over 7%; Coinbase, SOS Limited rose over 6%.</p><p><img src=\"https://static.tigerbbs.com/7597446a6b98ae1f6b063e09569dca37\" tg-width=\"472\" tg-height=\"600\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Crypto Stocks Rose in Morning Trading, With Coinbase Stock Jumping Over 6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrypto Stocks Rose in Morning Trading, With Coinbase Stock Jumping Over 6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-12-29 22:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Crypto stocks rose in morning trading.</p><p>Bit Digital rose over 9%; The9 rose over 7%; Coinbase, SOS Limited rose over 6%.</p><p><img src=\"https://static.tigerbbs.com/7597446a6b98ae1f6b063e09569dca37\" tg-width=\"472\" tg-height=\"600\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NCTY":"第九城市","COIN":"Coinbase Global, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117624391","content_text":"Crypto stocks rose in morning trading.Bit Digital rose over 9%; The9 rose over 7%; Coinbase, SOS Limited rose over 6%.","news_type":1,"symbols_score_info":{"COIN":0.9,"NCTY":0.9}},"isVote":1,"tweetType":1,"viewCount":2708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924638527,"gmtCreate":1672239713969,"gmtModify":1676538657994,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924638527","repostId":"1119468919","repostType":4,"repost":{"id":"1119468919","kind":"news","pubTimestamp":1672235608,"share":"https://ttm.financial/m/news/1119468919?lang=en_US&edition=fundamental","pubTime":"2022-12-28 21:53","market":"us","language":"zh","title":"How many \"black swans\" will there be next year? These are a few things investors are worried about most","url":"https://stock-news.laohu8.com/highlight/detail?id=1119468919","media":"华尔街见闻","summary":"今年十分坎坷的市场表现仍令投资者心有余悸。","content":"<p><html><head></head><body>Author: Zhu Xueying</p><p>After experiencing the worst stock market since 2008 and the epic bond market plunge since the beginning of this century, the S&P 500 index, the Dow Jones index and the Nasdaq index fell by 8.5%, 19.7% and 33.8% respectively. Everyone waves goodbye.</p><p>But even so, this year's very bumpy market performance still leaves investors with lingering fears, worried about whether there will be some \"black swan\" events in 2023, which will stir up the situation again.</p><p><b>These include deep-rooted inflation fever, an approaching recession, a continued rise in the US dollar, setbacks in emerging markets, an escalating conflict between Russia and Ukraine, and corporate profits facing a storm.</b></p><p>High inflation persists</p><p>According to the media, Matthew McLennan, co-head of the global value team at the investment institution First Eagle Investment Management, recently said that although \"the bond market expects inflation to smoothly return to the normal range within 12 months,\" this statement may have made a big mistake.</p><p>He said,<b>Supply-side pressures such as wage growth and rising energy costs may continue to push up inflation, which is a real risk factor.</b></p><p>This may rule out the possibility that the Federal Reserve and the European Central Bank will turn to interest rate cuts in the middle of next year, which may cause a double kill of stocks and bonds, a strengthening of the US dollar, and another critical blow to emerging markets.</p><p>McLennan believes:</p><p>The Fed didn't anticipate high inflation, and in their fight against inflation, perhaps didn't anticipate financial events... the Fed probably underestimated the risk of a financial crisis. Recession Haze Comes</p><p>At present, the biggest worry haunting investors' minds is whether the economy will fall into recession next year.</p><p>Once the recession starts, the stock market may continue to decline.<b>Historical data shows that a bear market never bottoms out until a recession really begins.</b></p><p>Since World War II, the S&P 500 has lost an average of 29% during recessions, according to consultancy Truist Advisory Services.</p><p>The dollar continues to move higher</p><p>Looking back on 2022, the surge in the US dollar has caused significant losses in the performance of many US companies. By the end of the third quarter, 1,200 large companies in the United States and Europe will lose more than $60 billion in sales due to sharp foreign exchange fluctuations this year.</p><p>Although the US dollar has given up its previous gains in recent weeks, it is still unclear whether it can continue to decline.<b>Depends on whether subsequent investors think the Fed has a tougher stance relative to other central banks.</b></p><p>Emerging market setbacks</p><p>Many investors currently expect that the slowdown in the US dollar trend and falling energy costs in 2023 may jointly ease the pressure on emerging markets.</p><p>However, some analysts believe that,<b>Once global efforts to curb inflation come to naught, investors' beautiful vision may become a \"mirror\".</b>For example, once the conflict between Russia and Ukraine escalates, energy prices may soar again.</p><p>Shane Oliver, head of investment strategy and economics at financial services firm AMP, said:</p><p>Emerging markets may continue to struggle in 2023 again. The dollar remains high and may continue to rise, which will adversely affect emerging markets, because many countries have a large amount of dollar debt. David Folkerts-Landau, chief economist at Deutsche Bank, said:</p><p>The economic downturn and aggressive monetary tightening policies, coupled with the resulting geopolitical conflicts and commodity shocks, will cause pain to finance and emerging markets in a short time. Russia-Ukraine conflict escalates</p><p>The conflict between Russia and Ukraine, which continued to dominate the global capital market situation in the first half of this year, also made it difficult for investors to easily let go. John Vail, global market strategist at Nikko Asset Management, said:</p><p>If the conflict escalates and the West increases sanctions, it may have quite adverse effects. Vail believes:</p><p>The conflict will have a serious impact on the global supply of food, energy, fertilizers, some metals and chemicals. Corporate profits face the storm</p><p>Investors are worried that the current corporate earnings forecast may not fully account for the potential recession risk, so the stock market still has a lot of room to fall.</p><p>According to data from IBES, a subsidiary of data analysis firm Refinitiv, analysts generally expect the revenue of S&P 500-listed companies to grow by 4.4% next year, but according to data from research firm Ned Davis Research, corporate revenue will fall by 24% during the economic recession.%.</p><p>In a report at the end of November, JPMorgan expected S&P 500-listed companies to earn $205 per share next year, down 9% from their earlier forecast of $225. At the same time, it is pointed out that the decline of consumer and business spending has put increasing pressure on corporate profits.</p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How many \"black swans\" will there be next year? These are a few things investors are worried about most</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\">\nHow many \"black swans\" will there be next year? These are a few things investors are worried about most\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-12-28 21:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Zhu Xueying</p><p>After experiencing the worst stock market since 2008 and the epic bond market plunge since the beginning of this century, the S&P 500 index, the Dow Jones index and the Nasdaq index fell by 8.5%, 19.7% and 33.8% respectively. Everyone waves goodbye.</p><p>But even so, this year's very bumpy market performance still leaves investors with lingering fears, worried about whether there will be some \"black swan\" events in 2023, which will stir up the situation again.</p><p><b>These include deep-rooted inflation fever, an approaching recession, a continued rise in the US dollar, setbacks in emerging markets, an escalating conflict between Russia and Ukraine, and corporate profits facing a storm.</b></p><p>High inflation persists</p><p>According to the media, Matthew McLennan, co-head of the global value team at the investment institution First Eagle Investment Management, recently said that although \"the bond market expects inflation to smoothly return to the normal range within 12 months,\" this statement may have made a big mistake.</p><p>He said,<b>Supply-side pressures such as wage growth and rising energy costs may continue to push up inflation, which is a real risk factor.</b></p><p>This may rule out the possibility that the Federal Reserve and the European Central Bank will turn to interest rate cuts in the middle of next year, which may cause a double kill of stocks and bonds, a strengthening of the US dollar, and another critical blow to emerging markets.</p><p>McLennan believes:</p><p>The Fed didn't anticipate high inflation, and in their fight against inflation, perhaps didn't anticipate financial events... the Fed probably underestimated the risk of a financial crisis. Recession Haze Comes</p><p>At present, the biggest worry haunting investors' minds is whether the economy will fall into recession next year.</p><p>Once the recession starts, the stock market may continue to decline.<b>Historical data shows that a bear market never bottoms out until a recession really begins.</b></p><p>Since World War II, the S&P 500 has lost an average of 29% during recessions, according to consultancy Truist Advisory Services.</p><p>The dollar continues to move higher</p><p>Looking back on 2022, the surge in the US dollar has caused significant losses in the performance of many US companies. By the end of the third quarter, 1,200 large companies in the United States and Europe will lose more than $60 billion in sales due to sharp foreign exchange fluctuations this year.</p><p>Although the US dollar has given up its previous gains in recent weeks, it is still unclear whether it can continue to decline.<b>Depends on whether subsequent investors think the Fed has a tougher stance relative to other central banks.</b></p><p>Emerging market setbacks</p><p>Many investors currently expect that the slowdown in the US dollar trend and falling energy costs in 2023 may jointly ease the pressure on emerging markets.</p><p>However, some analysts believe that,<b>Once global efforts to curb inflation come to naught, investors' beautiful vision may become a \"mirror\".</b>For example, once the conflict between Russia and Ukraine escalates, energy prices may soar again.</p><p>Shane Oliver, head of investment strategy and economics at financial services firm AMP, said:</p><p>Emerging markets may continue to struggle in 2023 again. The dollar remains high and may continue to rise, which will adversely affect emerging markets, because many countries have a large amount of dollar debt. David Folkerts-Landau, chief economist at Deutsche Bank, said:</p><p>The economic downturn and aggressive monetary tightening policies, coupled with the resulting geopolitical conflicts and commodity shocks, will cause pain to finance and emerging markets in a short time. Russia-Ukraine conflict escalates</p><p>The conflict between Russia and Ukraine, which continued to dominate the global capital market situation in the first half of this year, also made it difficult for investors to easily let go. John Vail, global market strategist at Nikko Asset Management, said:</p><p>If the conflict escalates and the West increases sanctions, it may have quite adverse effects. Vail believes:</p><p>The conflict will have a serious impact on the global supply of food, energy, fertilizers, some metals and chemicals. Corporate profits face the storm</p><p>Investors are worried that the current corporate earnings forecast may not fully account for the potential recession risk, so the stock market still has a lot of room to fall.</p><p>According to data from IBES, a subsidiary of data analysis firm Refinitiv, analysts generally expect the revenue of S&P 500-listed companies to grow by 4.4% next year, but according to data from research firm Ned Davis Research, corporate revenue will fall by 24% during the economic recession.%.</p><p>In a report at the end of November, JPMorgan expected S&P 500-listed companies to earn $205 per share next year, down 9% from their earlier forecast of $225. At the same time, it is pointed out that the decline of consumer and business spending has put increasing pressure on corporate profits.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3678538\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/53207cf65b0b6d3db3393a387da832f7","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3678538","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1119468919","content_text":"作者：朱雪莹经历2008年以来的最糟股市和本世纪以来史诗级的债市暴跌，其中标普500指数、道琼斯指数和纳斯达克指数分别下挫8.5%、19.7%和33.8%，2022年终于要和大家挥手告别。但即便如此，今年十分坎坷的市场表现仍令投资者心有余悸，担忧2023年是否还会出现若干“黑天鹅”事件，再度搅弄风云。其中包括通胀高烧根深蒂固、经济衰退阴霾逼近、美元继续走高、新兴市场受挫、俄乌冲突升级以及企业利润直面风暴。高企通胀迟迟不退媒体称，投资机构First Eagle Investment Management的全球价值团队联席主管 Matthew McLennan最新表示，虽然“债市预计通胀水平将在12个月内平稳地回归正常区间”，但是这种说法可能犯了一个大错。他对此表示，工资增长和能源成本上涨等供给端压力或将继续推升通胀，这是一个切实存在的风险因素。而这或将排除美联储及欧洲央行在明年年中转向降息的可能性，可能造成股债双杀、美元走强、新兴市场再遭暴击。McLennan认为：美联储没有预料到高企通胀，而在他们抗击通胀的过程中，或许也并没有预计到金融事件的发生......美联储很可能低估了金融危机出现的风险。经济衰退阴霾降临眼下缠绕在投资者心头的最大隐忧，仍是明年经济是否会陷入衰退。而一旦开启衰退，股市或将继续下行。历史数据显示，在衰退真正开始之前，熊市从未触底。根据咨询机构Truist Advisory Services的数据，自二战以来，标普500指数在经济衰退期间平均跌幅为29%。美元继续走高回顾2022年，美元飙升造成众多美国公司业绩出现显著亏损。截至第三季度末，美国和欧洲的1200家大公司将因为今年以来的外汇剧烈波动损失超过600亿美元的销售额。虽然美元在近几周回吐此前涨幅，但是能否继续下行仍尚未可知，取决于后续投资者认为美联储是否相对于其他央行有更强硬的立场。新兴市场受挫目前许多投资者预计，2023年美元走势放缓及能源成本下降或将共同缓解新兴市场的压力。然而有分析认为，一旦全球遏制通胀的努力化为泡影都或将令投资者的美好愿景变成“镜花水月”，比如一旦俄乌冲突升级或将导致能源价格再度飙升。金融服务机构AMP的投资策略和经济主管Shane Oliver表示：新兴市场可能又要在2023年继续挣扎。美元仍处高位且或将继续上行，这会对新兴市场造成不利影响，因为许多国家都拥有大量美元债。德意志银行首席经济学家David Folkerts-Landau表示：经济低迷、激进的货币紧缩政策，叠加由此引发的地缘政治冲突和大宗商品冲击，将在短时间内给金融和新兴市场造成痛苦。俄乌冲突升级今年上半年持续主导全球资本市场局势的俄乌冲突也让投资者难以轻松放下，对此日兴资产管理公司的席全球市场策略师John Vail表示：如果冲突升级，西方加大制裁力度，或将造成相当不利的影响。Vail认为：冲突将对全球粮食、能源、化肥、部分金属及化学品等的供应造成严重冲击。企业利润直面风暴投资者担忧，目前的企业盈利预计可能并没有完全计入潜在的经济衰退风险，因此股市仍留有不少下跌空间。按照数据分析机构Refinitiv旗下IBES的数据，分析师普遍预计明年标普500指数上市公司的收入将增长4.4%，但是从研究机构Ned Davis Research的数据来看，在经济衰退期间，企业收入将下降24%。小摩在11月底的报告中预计，标普500指数上市公司明年的每股收益为205美元，较早前预测的225美元下降9% 。同时指出，消费者和企业支出下降，对企业利润构成了越来越大的压力。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924909811,"gmtCreate":1672150647533,"gmtModify":1676538642439,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924909811","repostId":"1149804865","repostType":4,"repost":{"id":"1149804865","kind":"news","pubTimestamp":1672142424,"share":"https://ttm.financial/m/news/1149804865?lang=en_US&edition=fundamental","pubTime":"2022-12-27 20:00","market":"us","language":"zh","title":"Tech giants' performance expectations have been lowered, including Apple and Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1149804865","media":"英为财情","summary":"多位分析师下调了对主要科技公司的预估，以纳入持续的宏观逆风因素。","content":"<p><html><head></head><body>Morgan Stanley's U.S. equity strategists issued a research report last week warning that stocks may move lower next, dragged down by negative estimate revisions.</p><p>Recently, several analysts have lowered their estimates for major tech companies to incorporate ongoing macro headwinds. For example, Baird analysts lowered their 2023 expectations and price targets for Internet stocks, including Amazon, Alphabet and Meta Platforms.</p><p>We lowered our 2023 estimates for a range of internet weathervanes, reflecting a slowing post-pandemic recovery in e-commerce and web advertising, as well as expectations for a mild to moderate recession and a weaker labor market, analysts said in the note.While the probability of a deeper economic recession has further declined, we now remain below consensus estimates for ABNB, AMZN, BABA, EBAY, GOOGL, META, PINS, PYPL, and SHOP.</p><p>Analysts' latest price targets for AMZN, GOOGL, and META are $120, $115, and $145 per share, respectively. However, in the medium term, analysts remain bullish on these super-large-cap stocks, and they expect the positive long-term growth trend to eventually resume.</p><p>Meanwhile, analysts at Needham & Company lowered their estimates for Amazon.</p><p>We believe that Amazon's economic model has its own problems. That is, we expect the turnover estimate in fiscal 2022 to remain unchanged at about $510 billion, however the cost will reach nearly $500 billion in fiscal 2022. Therefore, in fiscal 2022, the operating profit generated by 1 million employees will reach about $11 billion for the whole year (operating margin is only 2%).</p><p>Analysts also lowered their performance estimates for Apple, now expecting revenue growth of just 2% in 2023.</p><p>The report reads: We have lowered Apple's forecasts for the first quarter and full fiscal year of fiscal 2023 due to weak global macro consumer demand trends, supply chain shortages, and growing geopolitical pressures between China and the United States, leading to weak iPhone demand in China (historically accounting for about 20% of Apple's sales revenue) in fiscal 2023.</p><p></body></html></p>","source":"ywcq","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>Tech giants' performance expectations have been lowered, including Apple and Amazon</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\">\nTech giants' performance expectations have been lowered, including Apple and Amazon\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">英为财情</strong><span class=\"h-time small\">2022-12-27 20:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Morgan Stanley's U.S. equity strategists issued a research report last week warning that stocks may move lower next, dragged down by negative estimate revisions.</p><p>Recently, several analysts have lowered their estimates for major tech companies to incorporate ongoing macro headwinds. For example, Baird analysts lowered their 2023 expectations and price targets for Internet stocks, including Amazon, Alphabet and Meta Platforms.</p><p>We lowered our 2023 estimates for a range of internet weathervanes, reflecting a slowing post-pandemic recovery in e-commerce and web advertising, as well as expectations for a mild to moderate recession and a weaker labor market, analysts said in the note.While the probability of a deeper economic recession has further declined, we now remain below consensus estimates for ABNB, AMZN, BABA, EBAY, GOOGL, META, PINS, PYPL, and SHOP.</p><p>Analysts' latest price targets for AMZN, GOOGL, and META are $120, $115, and $145 per share, respectively. However, in the medium term, analysts remain bullish on these super-large-cap stocks, and they expect the positive long-term growth trend to eventually resume.</p><p>Meanwhile, analysts at Needham & Company lowered their estimates for Amazon.</p><p>We believe that Amazon's economic model has its own problems. That is, we expect the turnover estimate in fiscal 2022 to remain unchanged at about $510 billion, however the cost will reach nearly $500 billion in fiscal 2022. Therefore, in fiscal 2022, the operating profit generated by 1 million employees will reach about $11 billion for the whole year (operating margin is only 2%).</p><p>Analysts also lowered their performance estimates for Apple, now expecting revenue growth of just 2% in 2023.</p><p>The report reads: We have lowered Apple's forecasts for the first quarter and full fiscal year of fiscal 2023 due to weak global macro consumer demand trends, supply chain shortages, and growing geopolitical pressures between China and the United States, leading to weak iPhone demand in China (historically accounting for about 20% of Apple's sales revenue) in fiscal 2023.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cn.investing.com/news/stock-market-news/article-2162590\">英为财情</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9affa90aeb60480d0aba843f0241d9e8","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://cn.investing.com/news/stock-market-news/article-2162590","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149804865","content_text":"摩根士丹利美国股票策略师上周发布研究报告警告，受到负面估计修正的拖累，股市接下来可能走低。近期，多位分析师下调了对主要科技公司的预估，以纳入持续的宏观逆风因素。如Baird分析师下调了互联网股2023年预期和目标价，包括亚马逊、Alphabet和Meta Platforms。分析师在报告中表示，「我们下调了对一系列互联网风向标2023年的预估，反映出电子商务和网络广告在大流行之后的恢复速度放缓，以及对温和到适度的经济衰退和劳动力市场疲软的预期。虽然经济出现更严重衰退的概率进一步下降，但我们现在仍然对ABNB、AMZN、BABA、EBAY、GOOGL、META、PINS、PYPL和SHOP的看法仍然低于一致预期。」分析师对AMZN、GOOGL和META的最新目标价分别为每股120美元、115美元和145美元。不过，中期内，分析师仍然看好这些超级大盘股，他们预计「积极的长期增长趋势终将恢复」。同时，Needham & Company的分析师下调了对亚马逊的预估。「我们认为，亚马逊的经济模式有自己的问题。即我们预计2022财年的营业额估计保持在大约5100亿美元不变，然而成本在2022财年将达到近5000亿美元。因此，在2022财年，100万名员工全年创造的经营利润将达到约110亿美元(经营利润率仅为2%)」分析师还下调了苹果的业绩预估，现在预计2023年的收入增速仅为2%。报告写道：「我们下调了苹果2023财年第一财季和全财年的预期，原因是全球宏观消费需求趋势疲软，供应链短缺，以及中美之间日益加剧的地缘政治压力，导致2023财年中国的iPhone需求疲软(历史上约占苹果销售收入的20%)。」","news_type":1,"symbols_score_info":{"AMZN":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}