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winwin_Tan
winwin_Tan
·
2022-07-04
up
Reminder: Due to the U.S. Independence Day holiday, U.S. stocks will be closed on July 4
请留意具体时间,提前安排好您的投资计划。
Reminder: Due to the U.S. Independence Day holiday, U.S. stocks will be closed on July 4
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winwin_Tan
winwin_Tan
·
2022-05-05
ok
U.S. blockchain concept stocks collectively fell, Marathon Digital fell nearly 6%
5月4日,美股区块链概念股集体走低,Marathon Digital、Bit Digital跌近6%,Coinbase、Riot Blockchain跌超4%。
U.S. blockchain concept stocks collectively fell, Marathon Digital fell nearly 6%
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winwin_Tan
winwin_Tan
·
2022-04-04
om
Head of Ukrainian delegation: Close to reaching an agreement with Russia
这一说法还没有得到俄罗斯方面的证实。
Head of Ukrainian delegation: Close to reaching an agreement with Russia
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winwin_Tan
winwin_Tan
·
2022-03-07
ok
More than 70,000 pieces of Nvidia employee information may have been leaked by hackers
IT之家 3 月 6 日消息,英伟达被黑客攻击事件的最新进展显示,该公司超过 7 万名员工的登录信息可能已经被泄露。 IT之家了解到,总部设在南美的黑客组织 Lapsus$ 声称其策划了这次黑客攻击,英伟达也证实其 IT 资源被破坏。 此前消息称,Lapsus$ 已经从英伟达获得了超过 1TB 的数据,包括原理图、驱动程序和固件细节。 目前已经过了 Lapsus$ 下达的最后通牒期限,不清楚这些员工的数据是否就是其所指的“机密数据”。
More than 70,000 pieces of Nvidia employee information may have been leaked by hackers
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winwin_Tan
winwin_Tan
·
2022-02-27
ok
CITIC Securities: Deduction of the evolution trend of the "Russia-Ukraine conflict", there are these three situations
长期的地缘纠葛是俄乌问题的主要历史原因,而大国角力则是俄乌问题的直接现实原因。
CITIC Securities: Deduction of the evolution trend of the "Russia-Ukraine conflict", there are these three situations
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winwin_Tan
winwin_Tan
·
2022-01-04
Wow
Sorry, this post has been deleted
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winwin_Tan
winwin_Tan
·
2022-01-03
Oh
In 2022, global stock markets may experience "tightening" shocks
2021年,伴随世界经济从新冠疫情冲击中逐步复苏,全球股市在宽松货币政策及财政刺激措施支持下表现整体向上。展望2022年,美联储等主要经济体央行货币政策转向,与疫情反复带来的不确定性,成为市场面临的两
In 2022, global stock markets may experience "tightening" shocks
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winwin_Tan
winwin_Tan
·
2021-08-26
great
Last night and this morning: the index generally hit a new high! Chinese concept education stocks fall
摘要:美股延续升势,标普、纳指再创历史新高;谷歌微软承诺未来将投入百亿美元,以加强网络安全工作;美银上调拼多多目标价;黄金再次跌破1800大关、多头静待鲍威尔救赎。 海外市场 1、美股延续升势 标普
Last night and this morning: the index generally hit a new high! Chinese concept education stocks fall
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winwin_Tan
winwin_Tan
·
2021-08-25
good
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winwin_Tan
winwin_Tan
·
2021-08-21
good
Tesla's Dojo chip is an order of magnitude ahead of competitors
特斯拉刚刚召开了他们的人工智能日,并透露了其软件和硬件基础设施的内部工作原理。此次公开的部分一是之前公开的Dojo AI训练芯片。特斯拉称他们的 D1 Dojo 芯片具有 GPU 级别的计算能力、CP
Tesla's Dojo chip is an order of magnitude ahead of competitors
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15:24","market":"us","language":"zh","title":"Reminder: Due to the U.S. Independence Day holiday, U.S. stocks will be closed on July 4","url":"https://stock-news.laohu8.com/highlight/detail?id=1176657955","media":"老虎资讯综合","summary":"请留意具体时间,提前安排好您的投资计划。","content":"<p><html><head></head><body>Dear investors,</p><p>Due to the anniversary of the establishment of the Hong Kong Special Administrative Region (and the anniversary of the return of Hong Kong<b>The Hong Kong stock market will be closed for one day on July 1 (Friday)</b>。 In addition, due to the Independence Day holiday,<b>The U.S. stock market will be closed for one day on July 4 (Monday)</b>。 Please pay attention to the specific time and arrange your investment plan in advance.</p><p><img src=\"https://static.tigerbbs.com/b85335b584c40ee97169a866b3eb10b6\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p>I wish you smooth investment</p><p>Tiger Securities</p><p><b>Market closure arrangement</b></p><p><b>US stocks</b></p><p>The market will be closed on July 4th (Monday) and open as usual from July 5th (Tuesday).</p><p><b>Hong Kong Stocks</b></p><p>The market will be closed on July 1st (Friday) and open as usual from July 4th (Monday).</p><p><b>A Shares</b></p><p>Trade as usual.</p><p><b>Shanghai Stock Connect, Shenzhen Stock Connect</b></p><p>The service will not be available from June 30th (Thursday) to July 1st (Friday), and will be open as usual from July 4th (Monday).</p><p><b>Stock Connect</b></p><p>The service will not be provided on July 1st (Friday), but will be open as usual from July 4th (Monday).</p><p><b>Singapore stock market, Australian market</b></p><p>Trade as usual.</p><p><b>Background Introduction</b></p><p><b>Anniversary of the Establishment of Hong Kong Special Administrative Region</b></p><p>The anniversary of Hong Kong's return to the motherland is July 1st every year. On July 1, 1997, the Government of the Hong Kong Special Administrative Region of the People's Republic of China was established. Since then, this day has become the anniversary of Hong Kong's return.</p><p>2022 marks the 25th anniversary of Hong Kong's return to the motherland.</p><p><img src=\"https://static.tigerbbs.com/f228e2be416213ddd5f57b144bf15712\" tg-width=\"860\" tg-height=\"570\" referrerpolicy=\"no-referrer\"/></p><p><b>Independence Day</b></p><p>Independence Day (also known as Fourth of July or July Fourth) is one of the major legal holidays in the United States. It is dated on July 4th of each year to commemorate the formal adoption of the Declaration of Independence by the Continental Congress in Philadelphia on July 4, 1776.</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>Reminder: Due to the U.S. Independence Day holiday, U.S. stocks will be closed on July 4</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: Due to the U.S. Independence Day holiday, U.S. stocks will be closed on July 4\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-06-29 15:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Dear investors,</p><p>Due to the anniversary of the establishment of the Hong Kong Special Administrative Region (and the anniversary of the return of Hong Kong<b>The Hong Kong stock market will be closed for one day on July 1 (Friday)</b>。 In addition, due to the Independence Day holiday,<b>The U.S. stock market will be closed for one day on July 4 (Monday)</b>。 Please pay attention to the specific time and arrange your investment plan in advance.</p><p><img src=\"https://static.tigerbbs.com/b85335b584c40ee97169a866b3eb10b6\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p>I wish you smooth investment</p><p>Tiger Securities</p><p><b>Market closure arrangement</b></p><p><b>US stocks</b></p><p>The market will be closed on July 4th (Monday) and open as usual from July 5th (Tuesday).</p><p><b>Hong Kong Stocks</b></p><p>The market will be closed on July 1st (Friday) and open as usual from July 4th (Monday).</p><p><b>A Shares</b></p><p>Trade as usual.</p><p><b>Shanghai Stock Connect, Shenzhen Stock Connect</b></p><p>The service will not be available from June 30th (Thursday) to July 1st (Friday), and will be open as usual from July 4th (Monday).</p><p><b>Stock Connect</b></p><p>The service will not be provided on July 1st (Friday), but will be open as usual from July 4th (Monday).</p><p><b>Singapore stock market, Australian market</b></p><p>Trade as usual.</p><p><b>Background Introduction</b></p><p><b>Anniversary of the Establishment of Hong Kong Special Administrative Region</b></p><p>The anniversary of Hong Kong's return to the motherland is July 1st every year. On July 1, 1997, the Government of the Hong Kong Special Administrative Region of the People's Republic of China was established. Since then, this day has become the anniversary of Hong Kong's return.</p><p>2022 marks the 25th anniversary of Hong Kong's return to the motherland.</p><p><img src=\"https://static.tigerbbs.com/f228e2be416213ddd5f57b144bf15712\" tg-width=\"860\" tg-height=\"570\" referrerpolicy=\"no-referrer\"/></p><p><b>Independence Day</b></p><p>Independence Day (also known as Fourth of July or July Fourth) is one of the major legal holidays in the United States. It is dated on July 4th of each year to commemorate the formal adoption of the Declaration of Independence by the Continental Congress in Philadelphia on July 4, 1776.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3877d7f890a3e97cbb441a2ccfdf29da","relate_stocks":{"HSI":"恒生指数",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176657955","content_text":"尊敬的投资者:因香港特别行政区成立纪念日(暨香港回归纪念日),港股市场于7月1日(周五)休市一天。此外,因美国独立日假期,美股市场将于7月4日(周一)休市一天。请留意具体时间,提前安排好您的投资计划。预祝投资顺利老虎证券休市安排美股7月4日(周一)休市,7月5日(周二)起照常开市。港股7月1日(周五)休市,7月4日(周一)起照常开市。A股照常交易。沪股通、深股通6月30日(周四)至7月1日(周五)不提供服务,7月4日(星期一)起照常开通。港股通7月1日(周五)不提供服务,7月4日(周一)起照常开通。新加坡股市、澳大利亚市场照常交易。背景介绍香港特别行政区成立纪念日暨香港回归纪念日,为每年的7月1日。1997年7月1日,中华人民共和国香港特别行政区政府成立。从此,这一天成为香港回归纪念日。2022年是香港回归祖国25周年。美国独立日独立日(Independence Day,又称Fourth of July或July Fourth)是美国的主要法定节日之一,日期为每年7月4日,以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。","news_type":1,"symbols_score_info":{"HSI":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061742195,"gmtCreate":1651688875696,"gmtModify":1676534949105,"author":{"id":"3581581906530118","authorId":"3581581906530118","name":"winwin_Tan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581581906530118","idStr":"3581581906530118"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061742195","repostId":"1189907964","repostType":4,"repost":{"id":"1189907964","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":1651677908,"share":"https://ttm.financial/m/news/1189907964?lang=en_US&edition=fundamental","pubTime":"2022-05-04 23:25","market":"us","language":"zh","title":"U.S. blockchain concept stocks collectively fell, Marathon Digital fell nearly 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189907964","media":"老虎资讯综合","summary":"5月4日,美股区块链概念股集体走低,Marathon Digital、Bit Digital跌近6%,Coinbase、Riot Blockchain跌超4%。","content":"<p><html><head></head><body>On May 4, blockchain concept stocks in the US stock market collectively fell.<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/BTBT\">Bit Digital</a>Fell nearly 6%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>Fell more than 4%.</p><p><img src=\"https://static.tigerbbs.com/73f6081eba07611f182586f736a97fa9\" tg-width=\"385\" tg-height=\"423\" 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>U.S. blockchain concept stocks collectively fell, Marathon Digital fell nearly 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: 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\">\nU.S. blockchain concept stocks collectively fell, Marathon Digital fell nearly 6%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-05-04 23:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On May 4, blockchain concept stocks in the US stock market collectively fell.<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/BTBT\">Bit Digital</a>Fell nearly 6%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>Fell more than 4%.</p><p><img src=\"https://static.tigerbbs.com/73f6081eba07611f182586f736a97fa9\" tg-width=\"385\" tg-height=\"423\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f76545b6ea7eb27730ee55d40b45ce15","relate_stocks":{"BTBT":"Bit Digital, Inc.","COIN":"Coinbase Global, Inc.","RIOT":"Riot Platforms","MARA":"MARA Holdings"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189907964","content_text":"5月4日,美股区块链概念股集体走低,Marathon Digital、Bit Digital跌近6%,Coinbase、Riot Blockchain跌超4%。","news_type":1,"symbols_score_info":{"BTBT":0.9,"RIOT":0.9,"COIN":0.9,"MARA":0.9}},"isVote":1,"tweetType":1,"viewCount":2444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018830449,"gmtCreate":1649024553257,"gmtModify":1676534435428,"author":{"id":"3581581906530118","authorId":"3581581906530118","name":"winwin_Tan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581581906530118","idStr":"3581581906530118"},"themes":[],"htmlText":"om","listText":"om","text":"om","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018830449","repostId":"1190149369","repostType":4,"repost":{"id":"1190149369","kind":"news","pubTimestamp":1648953559,"share":"https://ttm.financial/m/news/1190149369?lang=en_US&edition=fundamental","pubTime":"2022-04-03 10:39","market":"us","language":"zh","title":"Head of Ukrainian delegation: Close to reaching an agreement with Russia","url":"https://stock-news.laohu8.com/highlight/detail?id=1190149369","media":"央视新闻","summary":"这一说法还没有得到俄罗斯方面的证实。","content":"<p><html><head></head><body>On April 2, local time, Alahamia, head of the Ukrainian delegation to the Russia-Ukraine negotiations, said in an interview with the media that Ukraine and Russia are close to reaching an agreement, but there are still differences on the Crimean issue.</p><p>Alahamia said that negotiations are taking place online every day, and a working group of lawyers and diplomats is drafting the final document. For the draft proposed by Ukraine in Istanbul, Russia has verbally accepted the terms except the Crimea issue. Ukraine is waiting for written confirmation from Russia.</p><p>According to Alahamia, the Russian side believes that the draft document is perfect enough, and the working group is preparing topics for a possible meeting between the presidents of the two countries. Alahamia believes that the meeting between the presidents of Ukraine and Russia is likely to be held in Istanbul, Turkey.</p><p>At present, this statement has not been confirmed by the Russian side.</p><p></body></html></p>","source":"YSXW","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>Head of Ukrainian delegation: Close to reaching an agreement with Russia</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\">\nHead of Ukrainian delegation: Close to reaching an agreement with Russia\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">央视新闻</strong><span class=\"h-time small\">2022-04-03 10:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 2, local time, Alahamia, head of the Ukrainian delegation to the Russia-Ukraine negotiations, said in an interview with the media that Ukraine and Russia are close to reaching an agreement, but there are still differences on the Crimean issue.</p><p>Alahamia said that negotiations are taking place online every day, and a working group of lawyers and diplomats is drafting the final document. For the draft proposed by Ukraine in Istanbul, Russia has verbally accepted the terms except the Crimea issue. Ukraine is waiting for written confirmation from Russia.</p><p>According to Alahamia, the Russian side believes that the draft document is perfect enough, and the working group is preparing topics for a possible meeting between the presidents of the two countries. Alahamia believes that the meeting between the presidents of Ukraine and Russia is likely to be held in Istanbul, Turkey.</p><p>At present, this statement has not been confirmed by the Russian side.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=2210519852663142666&t=1648930670820&toc_style_id=feeds_default&share_to=copy_url&track_id=1de1c964-3a05-4bdd-80d3-ddac4bbeda5f\">央视新闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/70373117428ef10f8e4b40c05c047314","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=2210519852663142666&t=1648930670820&toc_style_id=feeds_default&share_to=copy_url&track_id=1de1c964-3a05-4bdd-80d3-ddac4bbeda5f","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190149369","content_text":"当地时间4月2日,俄乌谈判乌克兰代表团团长阿拉哈米亚接受媒体采访时表示,乌克兰与俄罗斯已接近达成协议,但是在克里米亚问题上仍存在分歧。阿拉哈米亚说,谈判每天都在通过线上方式进行,一个由律师和外交官组成的工作小组正在起草最终文件。对于乌克兰在伊斯坦布尔提出的草案,俄罗斯已经口头上接受了除克里米亚问题外的条款。乌方正在等待俄方做出书面确认。据阿拉哈米亚介绍,俄罗斯方面认为文件草案已经足够完善,工作组在为可能举行的两国总统会见准备议题。阿拉哈米亚认为乌俄两国总统的会见极有可能在土耳其伊斯坦布尔举行。目前,这一说法还没有得到俄罗斯方面的证实。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031506802,"gmtCreate":1646611169123,"gmtModify":1676534142561,"author":{"id":"3581581906530118","authorId":"3581581906530118","name":"winwin_Tan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581581906530118","idStr":"3581581906530118"},"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/9031506802","repostId":"2217496728","repostType":4,"repost":{"id":"2217496728","kind":"highlight","pubTimestamp":1646562952,"share":"https://ttm.financial/m/news/2217496728?lang=en_US&edition=fundamental","pubTime":"2022-03-06 18:35","market":"us","language":"zh","title":"More than 70,000 pieces of Nvidia employee information may have been leaked by hackers","url":"https://stock-news.laohu8.com/highlight/detail?id=2217496728","media":"IT之家","summary":"IT之家 3 月 6 日消息,英伟达被黑客攻击事件的最新进展显示,该公司超过 7 万名员工的登录信息可能已经被泄露。 IT之家了解到,总部设在南美的黑客组织 Lapsus$ 声称其策划了这次黑客攻击,英伟达也证实其 IT 资源被破坏。 此前消息称,Lapsus$ 已经从英伟达获得了超过 1TB 的数据,包括原理图、驱动程序和固件细节。 目前已经过了 Lapsus$ 下达的最后通牒期限,不清楚这些员工的数据是否就是其所指的“机密数据”。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>The latest development of the hacking incident shows that the login information of more than 70,000 employees of the company may have been leaked.<img src=\"https://static.tigerbbs.com/ac066c57911576c7d3ea46bd4dd22d4a\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\"/></p><p>Monitoring website Have I Been Pwned claims that sensitive work data including the email addresses and NTLM password hashes of 71,355 employees were obtained by the hacker community during the cyberattack.</p><p>However, Tom's Hardware notes that the above figures are in doubt because Nvidia has previously confirmed that its current global employee count is only about 20,000. So Tom's Hardware believes that this data may include information about former employees or people with multiple email accounts at work.</p><p>IT House has learned that Lapsus $, a hacker group headquartered in South America, claimed that IT orchestrated the hack, and Nvidia also confirmed that its IT resources were compromised. Nvidia issued a statement saying, \"We know that threat actors took employee credentials and some proprietary Nvidia information from our systems and began leaking them online.\"</p><p>It was previously reported that Lapsus $had obtained more than 1TB of data from Nvidia, including schematics, drivers and firmware details. Lapsus $gave an ultimatum a few days ago: the GPU driver of Windows, macOS, and Linux systems must be completely open source before the end of March 4, US time (4 pm Beijing time on the 5th), otherwise the confidential data will be made public.</p><p>At present, the ultimatum deadline issued by Lapsus $has passed, and it is unclear whether the data of these employees is the \"confidential data\" it refers to.</p><p>Notably, the leak appears to have confirmed the existence of Ada, Hopper, and Blackwell GPU architectures, which may be used in Nvidia's next-generation GeForce RTX 40 series GPUs.</p><p>According to VideoCardz, Nvidia tried to fight back, but Lapsus $had encrypted and backed up the hacker's data. Bloomberg also reported that the hackers did not affect Nvidia's business and commercial activities, while a source familiar with the matter said the cyberattack \"appeared to be relatively minor and not driven by geopolitical tensions.\"</p><p></body></html></p>","source":"sina_us","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>More than 70,000 pieces of Nvidia employee information may have been leaked by hackers</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\">\nMore than 70,000 pieces of Nvidia employee information may have been leaked by hackers\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">IT之家</strong><span class=\"h-time small\">2022-03-06 18:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>The latest development of the hacking incident shows that the login information of more than 70,000 employees of the company may have been leaked.<img src=\"https://static.tigerbbs.com/ac066c57911576c7d3ea46bd4dd22d4a\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\"/></p><p>Monitoring website Have I Been Pwned claims that sensitive work data including the email addresses and NTLM password hashes of 71,355 employees were obtained by the hacker community during the cyberattack.</p><p>However, Tom's Hardware notes that the above figures are in doubt because Nvidia has previously confirmed that its current global employee count is only about 20,000. So Tom's Hardware believes that this data may include information about former employees or people with multiple email accounts at work.</p><p>IT House has learned that Lapsus $, a hacker group headquartered in South America, claimed that IT orchestrated the hack, and Nvidia also confirmed that its IT resources were compromised. Nvidia issued a statement saying, \"We know that threat actors took employee credentials and some proprietary Nvidia information from our systems and began leaking them online.\"</p><p>It was previously reported that Lapsus $had obtained more than 1TB of data from Nvidia, including schematics, drivers and firmware details. Lapsus $gave an ultimatum a few days ago: the GPU driver of Windows, macOS, and Linux systems must be completely open source before the end of March 4, US time (4 pm Beijing time on the 5th), otherwise the confidential data will be made public.</p><p>At present, the ultimatum deadline issued by Lapsus $has passed, and it is unclear whether the data of these employees is the \"confidential data\" it refers to.</p><p>Notably, the leak appears to have confirmed the existence of Ada, Hopper, and Blackwell GPU architectures, which may be used in Nvidia's next-generation GeForce RTX 40 series GPUs.</p><p>According to VideoCardz, Nvidia tried to fight back, but Lapsus $had encrypted and backed up the hacker's data. Bloomberg also reported that the hackers did not affect Nvidia's business and commercial activities, while a source familiar with the matter said the cyberattack \"appeared to be relatively minor and not driven by geopolitical tensions.\"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-03-06/doc-imcwiwss4491563.shtml\">IT之家</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac066c57911576c7d3ea46bd4dd22d4a","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","NVDA":"英伟达","BK4527":"明星科技股","BK4529":"IDC概念","BK4551":"寇图资本持仓","BK4543":"AI","BK4549":"软银资本持仓","BK4579":"人工智能","BK4141":"半导体产品","BK4550":"红杉资本持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-03-06/doc-imcwiwss4491563.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217496728","content_text":"英伟达被黑客攻击事件的最新进展显示,该公司超过 7 万名员工的登录信息可能已经被泄露。监测网站 Have I Been Pwned 声称,在这次网络攻击中,包括 71,355 名员工的电子邮件地址和 NTLM 密码哈希值在内的敏感工作数据被黑客社区获取。然而,Tom‘s Hardware 注意到,上述数字存在疑问,因为此前英伟达已经证实,其目前的全球员工人数只有大约 2 万人。因此 Tom‘s Hardware 认为,这些数据可能包括前员工或在工作中有多个电子邮件账户的人的信息。IT之家了解到,总部设在南美的黑客组织 Lapsus$ 声称其策划了这次黑客攻击,英伟达也证实其 IT 资源被破坏。英伟达公司发表声明说,“我们知道,威胁者从我们的系统中拿走了员工的证书和一些英伟达的专有信息,并开始在网上泄露。”此前消息称,Lapsus$ 已经从英伟达获得了超过 1TB 的数据,包括原理图、驱动程序和固件细节。Lapsus$ 前些天还下了最后通牒:必须在美国时间 3 月 4 日(北京时间 5 日下午 4 点)结束前,完全开源 Windows、macOS、Linux 系统的 GPU 驱动,否则就把机密数据公之于众。目前已经过了 Lapsus$ 下达的最后通牒期限,不清楚这些员工的数据是否就是其所指的“机密数据”。值得注意的是,此次泄密似乎已经证实了 Ada、Hopper 和 Blackwell GPU 架构的存在,Ada 架构可能被用于英伟达的下一代 GeForce RTX 40 系列 GPU。另据 VideoCardz 报道,英伟达试图进行反击,但 Lapsus$ 已经将黑客的数据进行了加密和备份。彭博社还报道说,黑客没有影响到英伟达的业务和商业活动,而一位熟悉此事的消息人士称,此次网络攻击“看起来相对较小,没有受到地缘政治紧张局势的推动”。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":2380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039393302,"gmtCreate":1645919766423,"gmtModify":1676534074016,"author":{"id":"3581581906530118","authorId":"3581581906530118","name":"winwin_Tan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581581906530118","idStr":"3581581906530118"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039393302","repostId":"1142065755","repostType":4,"repost":{"id":"1142065755","kind":"news","pubTimestamp":1645878880,"share":"https://ttm.financial/m/news/1142065755?lang=en_US&edition=fundamental","pubTime":"2022-02-26 20:34","market":"fut","language":"zh","title":"CITIC Securities: Deduction of the evolution trend of the \"Russia-Ukraine conflict\", there are these three situations","url":"https://stock-news.laohu8.com/highlight/detail?id=1142065755","media":"中信证券研究","summary":"长期的地缘纠葛是俄乌问题的主要历史原因,而大国角力则是俄乌问题的直接现实原因。","content":"<p><html><head></head><body>Author: Cui Rong</p><p>Long-term geopolitical entanglements are the main historical cause of the Russia-Ukraine issue, while the wrestling between major powers is the direct practical cause of the Russia-Ukraine issue. Historically, geopolitical crises have had limited long-term impact on major asset trends. Under a neutral situation, we believe that 1) the Russia-Ukraine conflict may have a certain impact on the Russian and European economies, but the impact on U.S. inflation is weaker than that of European countries. It is expected that the Federal Reserve will still rate hike 25bp at the March interest rate meeting. 2) The Russian stock index, the ruble and major European stock indexes may experience a U-shaped impact, and U.S. stocks and U.S. bonds may fluctuate slightly. 3) Oil prices may show an inverted U-shaped trend, and the top may last for about 3-4 weeks. Brent oil prices may continue to rise approaching US $105-110/barrel. It is expected to continue to maintain around US $90/barrel in the first half of the year, and then supply and demand will reverse in the second half of the year. Gradually fall back. 4) Gold prices are expected to continue their current high and volatile trend in the future, falling back to US $1,600-1,700 per ounce by the end of the year.</p><p><b>Long-term geopolitical entanglements are the main historical cause of the Russia-Ukraine issue, while the wrestling between major powers is the direct practical cause of the Russia-Ukraine issue.</b></p><p>Under the debatable ruling policies and the influence of Western countries, Ukraine has gradually formed the current torn situation of \"eastern Ukraine is pro-Russian and western Ukraine is pro-Western\". Historically, the Russian nation actually controlled the Crimea region for nearly 300 years. In 1954, Khrushchev transferred Crimea to Ukraine, laying hidden dangers for future generations. After the disintegration of the Soviet Union, Ukraine became the intersection of Russian forces and Western forces and the main game area. Against the background of wrestling among major powers, Ukraine's political polarization tendency has become more and more obvious, and contradictions often intensify during the economic downturn. This Ukrainian crisis is a continuation of the 14-year Crimean crisis. The direct reason is that Ukraine's attitude towards Russia with the support of the United States and North is gradually eagle, and the trend of joining NATO is gradually rising.</p><p><b>Prediction of several possible evolution trends of the Russia-Ukraine conflict:</b></p><p>1) Optimistic situation: The inflection point has reached and the tense atmosphere is coming to an end. However, given the current situation of Russia's troop dispatch, this situation is less likely to occur.</p><p>2) Neutral situation: A positive proxy conflict of a certain scale broke out in Wudong, and the entire incident lasted for several weeks. This situation is more likely to occur.</p><p>3) Pessimistic situation: The conflict escalated into a regional war, and the entire incident lasted for more than several months. However, given that the \"ceiling\" of this incident has been clear and the West's dependence on Russian resources, the possibility of this situation is extremely small.</p><p><b>The geopolitical crisis has limited long-term impact on the trend of major assets.</b></p><p>Historically, the impact of geopolitical crises on the international capital market is mainly characterized by \"emotional fluctuations, quick response, short duration, and small follow-up impact\". The impact is mainly reflected in the \"V\"-shaped trend of asset price shocks, the shape is generally steep, and the depth depends on the strength of geopolitical influences. According to the decline calculation, we believe that the degree to which the prices of major categories of assets are affected by this geopolitical crisis is: Russian stock market > ruble > commodities > European stock indexes > US stocks.</p><p>▍<b>Based on the above different evolutions, we analyzed the potential impact of the \"Russia-Ukraine conflict\" on the economy and asset prices. Generally speaking, we prefer a neutral situation, that is, the stage with the greatest impact on asset prices may have passed.</b></p><p>Specifically, under neutral circumstances, this conflict may have a certain impact on the Russian and European economies, but its impact on U.S. inflation is weaker than that of European countries. It is expected that the Federal Reserve will still rate hike 25bp at the March interest rate meeting. The Russian stock index and the ruble may experience a U-shaped shock, and the subsequent repair process will be long. Major European stock indexes may experience a U-shaped shock, but the magnitude is smaller than the Russian stock index, and U.S. stocks and U.S. bonds may fluctuate slightly. Oil prices may show an inverted U-shaped trend, and the top may last for about 3-4 weeks. Brent oil prices may continue to rise and approach US $105-110/barrel. In the first half of the year, they will continue to maintain around US $90/barrel, and gradually fall back after the reversal of supply and demand in the second half of the year; The price of gold is expected to continue the current high volatility trend in the future, falling back to $1,600-1,700 per ounce by the end of the year; The subsequent increase in international aluminum prices may be around 10%; In terms of agricultural products, wheat prices may rise significantly, and may continue to fluctuate at high levels in the second and third quarters. Market concerns may not be completely dissipated in a short period of time.</p><p></body></html></p>","source":"zxzqyj","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>CITIC Securities: Deduction of the evolution trend of the \"Russia-Ukraine conflict\", there are these three situations</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\">\nCITIC Securities: Deduction of the evolution trend of the \"Russia-Ukraine conflict\", there are these three situations\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中信证券研究</strong><span class=\"h-time small\">2022-02-26 20:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Cui Rong</p><p>Long-term geopolitical entanglements are the main historical cause of the Russia-Ukraine issue, while the wrestling between major powers is the direct practical cause of the Russia-Ukraine issue. Historically, geopolitical crises have had limited long-term impact on major asset trends. Under a neutral situation, we believe that 1) the Russia-Ukraine conflict may have a certain impact on the Russian and European economies, but the impact on U.S. inflation is weaker than that of European countries. It is expected that the Federal Reserve will still rate hike 25bp at the March interest rate meeting. 2) The Russian stock index, the ruble and major European stock indexes may experience a U-shaped impact, and U.S. stocks and U.S. bonds may fluctuate slightly. 3) Oil prices may show an inverted U-shaped trend, and the top may last for about 3-4 weeks. Brent oil prices may continue to rise approaching US $105-110/barrel. It is expected to continue to maintain around US $90/barrel in the first half of the year, and then supply and demand will reverse in the second half of the year. Gradually fall back. 4) Gold prices are expected to continue their current high and volatile trend in the future, falling back to US $1,600-1,700 per ounce by the end of the year.</p><p><b>Long-term geopolitical entanglements are the main historical cause of the Russia-Ukraine issue, while the wrestling between major powers is the direct practical cause of the Russia-Ukraine issue.</b></p><p>Under the debatable ruling policies and the influence of Western countries, Ukraine has gradually formed the current torn situation of \"eastern Ukraine is pro-Russian and western Ukraine is pro-Western\". Historically, the Russian nation actually controlled the Crimea region for nearly 300 years. In 1954, Khrushchev transferred Crimea to Ukraine, laying hidden dangers for future generations. After the disintegration of the Soviet Union, Ukraine became the intersection of Russian forces and Western forces and the main game area. Against the background of wrestling among major powers, Ukraine's political polarization tendency has become more and more obvious, and contradictions often intensify during the economic downturn. This Ukrainian crisis is a continuation of the 14-year Crimean crisis. The direct reason is that Ukraine's attitude towards Russia with the support of the United States and North is gradually eagle, and the trend of joining NATO is gradually rising.</p><p><b>Prediction of several possible evolution trends of the Russia-Ukraine conflict:</b></p><p>1) Optimistic situation: The inflection point has reached and the tense atmosphere is coming to an end. However, given the current situation of Russia's troop dispatch, this situation is less likely to occur.</p><p>2) Neutral situation: A positive proxy conflict of a certain scale broke out in Wudong, and the entire incident lasted for several weeks. This situation is more likely to occur.</p><p>3) Pessimistic situation: The conflict escalated into a regional war, and the entire incident lasted for more than several months. However, given that the \"ceiling\" of this incident has been clear and the West's dependence on Russian resources, the possibility of this situation is extremely small.</p><p><b>The geopolitical crisis has limited long-term impact on the trend of major assets.</b></p><p>Historically, the impact of geopolitical crises on the international capital market is mainly characterized by \"emotional fluctuations, quick response, short duration, and small follow-up impact\". The impact is mainly reflected in the \"V\"-shaped trend of asset price shocks, the shape is generally steep, and the depth depends on the strength of geopolitical influences. According to the decline calculation, we believe that the degree to which the prices of major categories of assets are affected by this geopolitical crisis is: Russian stock market > ruble > commodities > European stock indexes > US stocks.</p><p>▍<b>Based on the above different evolutions, we analyzed the potential impact of the \"Russia-Ukraine conflict\" on the economy and asset prices. Generally speaking, we prefer a neutral situation, that is, the stage with the greatest impact on asset prices may have passed.</b></p><p>Specifically, under neutral circumstances, this conflict may have a certain impact on the Russian and European economies, but its impact on U.S. inflation is weaker than that of European countries. It is expected that the Federal Reserve will still rate hike 25bp at the March interest rate meeting. The Russian stock index and the ruble may experience a U-shaped shock, and the subsequent repair process will be long. Major European stock indexes may experience a U-shaped shock, but the magnitude is smaller than the Russian stock index, and U.S. stocks and U.S. bonds may fluctuate slightly. Oil prices may show an inverted U-shaped trend, and the top may last for about 3-4 weeks. Brent oil prices may continue to rise and approach US $105-110/barrel. In the first half of the year, they will continue to maintain around US $90/barrel, and gradually fall back after the reversal of supply and demand in the second half of the year; The price of gold is expected to continue the current high volatility trend in the future, falling back to $1,600-1,700 per ounce by the end of the year; The subsequent increase in international aluminum prices may be around 10%; In terms of agricultural products, wheat prices may rise significantly, and may continue to fluctuate at high levels in the second and third quarters. Market concerns may not be completely dissipated in a short period of time.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://mp.weixin.qq.com/s?__biz=MzUzNTE3NDMwNw==&mid=2247559395&idx=2&sn=894d264460490e441c6bf8e0a9b6f1f0&chksm=fa8a252fcdfdac39f028e3a67340fd57f2f3dc2c2cd13353a2d9b3306be3327034150b6fd255&scene=126&&sessionid=1645850420\">中信证券研究</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/388c64683f823c97b25a4d2468897ece","relate_stocks":{"RSX":"俄罗斯ETF-Market Vectors"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzUzNTE3NDMwNw==&mid=2247559395&idx=2&sn=894d264460490e441c6bf8e0a9b6f1f0&chksm=fa8a252fcdfdac39f028e3a67340fd57f2f3dc2c2cd13353a2d9b3306be3327034150b6fd255&scene=126&&sessionid=1645850420","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142065755","content_text":"作者:崔嵘长期的地缘纠葛是俄乌问题的主要历史原因,而大国角力则是俄乌问题的直接现实原因。从历史来看,地缘政治危机对主要资产走势长期影响有限。在中性情况下,我们认为 1)本次俄乌冲突对俄罗斯、欧洲经济或产生一定影响,但对美国通胀影响弱于欧洲国家,预计美联储仍会在3月议息会议上加息25bp。2)俄罗斯股指、卢布以及欧洲主要股指或将经历U型冲击,美股美债或将小幅震荡。3)油价或呈倒U型走势,顶部持续时长可能约3-4周,布油价格或继续上冲逼近105-110美元/桶,预计上半年持续维持90美元/桶左右,下半年供需逆转后逐渐回落。4)金价预计未来或将延续目前高位震荡走势,年底回落至1600-1700美元/盎司。长期的地缘纠葛是俄乌问题的主要历史原因,而大国角力则是俄乌问题的直接现实原因。在有待商榷的统治政策及西方国家影响下,乌克兰逐渐形成了当下“东乌克兰亲俄罗斯,西乌克兰亲西方”的撕裂局面。历史上,俄罗斯民族曾实际控制克里米亚地区近三百年。1954年赫鲁晓夫将克里米亚地区划归乌克兰,为后世埋下隐患。苏联解体后,乌克兰成为俄罗斯势力与西方势力的交汇点以及主要博弈区域。在大国角力的大背景下,乌克兰政治一极化倾向愈发明显,经济下行时期矛盾往往激化。本次乌克兰危机是14年克里米亚危机后的延续,直接原因是乌克兰在美北支持下对俄态度渐鹰,加入北约的趋势渐起。俄乌冲突可能存在的几种演变趋势预判:1)乐观情况:拐点已至,紧张气氛即将结束,但鉴于当前俄罗斯出兵形势,该情况出现的可能性较小。2)中性情况:乌东地区爆发一定规模的正面代理人冲突,整个事件持续数周,该情况出现的可能性较大。3)悲观情况:冲突升级为区域性战争,整个事件延续数月以上,但鉴于本次事件“天花板”已明、西方对俄资源的依赖等原因,该情况出现的可能性极小。地缘政治危机对主要资产走势长期影响有限。从历史上看,地缘政治危机对国际资本市场的影响主要有“波动情绪化、反映时效快、持续时长短、后续影响小”的特点。影响主要体现在资产价格冲击呈现“V”字型走势,形状普遍较陡,深度取决于地缘政治影响强弱。根据跌幅测算,我们认为,各大类资产价格受本次地缘政治危机的冲击程度依次是:俄罗斯股市 > 卢布 > 大宗商品 > 欧洲股指 > 美股。▍根据以上不同演变情况,我们分析了“俄乌冲突”对经济和资产价格的潜在影响,总体而言,我们倾向于中性情况,即对资产价格冲击最大的阶段或已过去。具体而言,中性情况下,本次冲突对俄罗斯、欧洲经济或产生一定影响,但对美国通胀影响弱于欧洲国家,预计美联储仍会在3月议息会议上加息25bp。俄罗斯股指及卢布或将经历U型冲击,后续修复过程较漫长,欧洲主要股指或将经历U型冲击,但幅度小于俄指,美股美债或将小幅震荡。油价或呈倒U型走势,顶部持续时长可能约3-4周,布油价格或继续上冲逼近105-110美元/桶,上半年持续维持90美元/桶左右,下半年供需逆转后逐渐回落;金价预计未来或将延续目前高位震荡走势,年底回落至1600-1700美元/盎司;国际铝价后续涨幅可能在10%左右;农产品方面,小麦价格或将上行明显,至二三季度恐持续高位震荡,市场担忧情绪恐短时内难以完全消散。","news_type":1,"symbols_score_info":{"RSX":0.9}},"isVote":1,"tweetType":1,"viewCount":2580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001261489,"gmtCreate":1641258108470,"gmtModify":1676533589583,"author":{"id":"3581581906530118","authorId":"3581581906530118","name":"winwin_Tan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581581906530118","idStr":"3581581906530118"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001261489","repostId":"1154270439","repostType":4,"isVote":1,"tweetType":1,"viewCount":3531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001129062,"gmtCreate":1641195312318,"gmtModify":1676533581584,"author":{"id":"3581581906530118","authorId":"3581581906530118","name":"winwin_Tan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581581906530118","idStr":"3581581906530118"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001129062","repostId":"1153526400","repostType":4,"repost":{"id":"1153526400","kind":"news","pubTimestamp":1641191577,"share":"https://ttm.financial/m/news/1153526400?lang=en_US&edition=fundamental","pubTime":"2022-01-03 14:32","market":"hk","language":"zh","title":"In 2022, global stock markets may experience \"tightening\" shocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1153526400","media":"新华社","summary":"2021年,伴随世界经济从新冠疫情冲击中逐步复苏,全球股市在宽松货币政策及财政刺激措施支持下表现整体向上。展望2022年,美联储等主要经济体央行货币政策转向,与疫情反复带来的不确定性,成为市场面临的两","content":"<p><div>In 2021, as the world economy gradually recovers from the impact of COVID-19 pandemic, global stock markets will generally perform upward with the support of loose monetary policies and fiscal stimulus measures. Looking forward to 2022, the monetary policy shift of central banks in major economies such as the Federal Reserve and the uncertainty brought about by repeated epidemics have become two prominent risks facing the market. Analysts believe that the recovery of the world economy is not yet stable. Once the monetary environment is excessively tightened, the global stock market may experience the shock caused by the policy \"tightening\". Global stock markets overall upward Thanks to factors such as the recovery of the world economy, improved corporate earnings, and abundant liquidity, major global stock markets in 2021...</p><p><a href=\"http://www.news.cn/fortune/2022-01/03/c_1128228159.htm\">Web link</a></div></p>","source":"XHS1","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>In 2022, global stock markets may experience \"tightening\" shocks</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\">\nIn 2022, global stock markets may experience \"tightening\" shocks\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新华社</strong><span class=\"h-time small\">2022-01-03 14:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>In 2021, as the world economy gradually recovers from the impact of COVID-19 pandemic, global stock markets will generally perform upward with the support of loose monetary policies and fiscal stimulus measures. Looking forward to 2022, the monetary policy shift of central banks in major economies such as the Federal Reserve and the uncertainty brought about by repeated epidemics have become two prominent risks facing the market. Analysts believe that the recovery of the world economy is not yet stable. Once the monetary environment is excessively tightened, the global stock market may experience the shock caused by the policy \"tightening\". Global stock markets overall upward Thanks to factors such as the recovery of the world economy, improved corporate earnings, and abundant liquidity, major global stock markets in 2021...</p><p><a href=\"http://www.news.cn/fortune/2022-01/03/c_1128228159.htm\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://www.news.cn/fortune/2022-01/03/c_1128228159.htm\">新华社</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{"161125":"标普500","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","BK4552":"Archegos爆仓风波概念",".SPX":"S&P 500 Index","QID":"两倍做空纳斯达克指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SQQQ":"纳指三倍做空ETF","BK4534":"瑞士信贷持仓","UDOW":"三倍做多道指30ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","DB":"德意志银行","QQQ":"纳指100ETF","BK4566":"资本集团","SPXU":"三倍做空标普500ETF-ProShares",".DJI":"道琼斯"},"source_url":"http://www.news.cn/fortune/2022-01/03/c_1128228159.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153526400","content_text":"2021年,伴随世界经济从新冠疫情冲击中逐步复苏,全球股市在宽松货币政策及财政刺激措施支持下表现整体向上。展望2022年,美联储等主要经济体央行货币政策转向,与疫情反复带来的不确定性,成为市场面临的两大突出风险。分析人士认为,世界经济复苏尚不稳固,一旦货币环境过度收紧,全球股市可能经受政策“紧缩”带来的震荡。全球股市整体向上得益于世界经济复苏、企业盈利改善、流动性充裕等因素,2021年全球主要股市大多走出上涨行情。美国股市在2021年呈现震荡走高态势,标准普尔500指数、道琼斯工业平均指数和纳斯达克综合指数全年分别上涨26.89%、18.73%和21.39%。欧洲方面,德国法兰克福股市DAX指数去年全年上涨15.7%, 并在11月中旬创下历史新高;伦敦股市《金融时报》100种股票平均价格指数表现稳健,全年上涨14.3%。相对于欧美股市,日本股市涨幅较为温和,东京股市日经股指去年全年上涨4.9%。在美联储收紧货币政策预期下,一些新兴经济体面临资本外流压力,股市表现受到拖累。巴西圣保罗博维斯帕指数全年下跌11.93%,结束自2015年以来连续六年上涨势头。央行收水引发担忧疫情发生以来,各经济体普遍实施宽松货币政策和财政刺激措施应对冲击、提振经济,显著推动股市走高。然而,伴随全球范围通胀抬头,美联储等主要经济体央行酝酿或已经开始收紧货币政策,对市场构成压力。受国际能源价格高企、全球供应链梗阻等因素影响,全球通胀明显攀升,其中美国通胀压力尤为显著。2021年11月美国消费者价格指数同比上涨6.8%,创近40年来最大同比涨幅。为抑制通胀,美联储同年12月宣布加速“缩表”,且2022年可能多次加息。从历史上看,美联储货币政策进入紧缩周期往往引发全球主要资产价格变化,股市可能在短期内剧烈震荡,特别是新兴市场与发展中国家会面临资本外流、本币贬值、国内风险资产价格下跌等不利冲击。日生基础研究所研究员上野刚志认为,美国退出宽松货币政策并转向紧缩对全球股市的负面影响可能超出预期。与此同时,变异新冠病毒奥密克戎毒株蔓延令全球疫情防控再度面临挑战。南非报告发现奥密克戎毒株后全球股市一度大跌,凸显市场脆弱性。德国德卡银行首席经济学家乌尔里希·卡特尔预测,如果德国应对奥密克戎毒株扩散的管控措施持续到2022年春季,经济可能面临较大影响,股市或出现剧烈修正。除此之外,2022年将举行的美国国会中期选举、巴西总统大选等地缘政治因素也将对股市走势产生影响。市场波动或将加剧2022年全球股市将如何演进?分析人士认为,由于各国复苏路径分化、政策空间不一,股市走向也不尽相同。考虑到货币环境趋紧、疫情持续扰动两大风险因素,高波动性可能成为主要股市的共同特征。德意志银行认为,2022年全球股市前景“仍然积极”。企业盈利持续增长有望继续推高股市,但上涨势头可能放缓,且市场走势或出现分化。美国方面,随着美联储收紧货币政策、财政刺激措施逐渐退出,美股或将面临考验。市场研究机构“投机商”公司创始人拉里·贝内迪克特认为,2022年美股预计将经历较为艰难的一年,主要股指都将呈现不同程度下挫。欧洲方面,德国《商报》认为,2021年德国上市公司利润增速超过股价涨幅,意味着股价在某种程度上被低估,预计2022年DAX指数将上涨12%左右。上野刚志认为,随着日本经济逐步复苏及企业业绩改善,东京股市2022年大概率继续上涨,日经股指年底有望升至30000点以上。巴西瓦加斯基金会经济学家若埃尔松·桑帕约表示,美联储加息将使资金撤离新兴市场国家,加上巴西总统大选等因素,2022年巴西股市或将大幅波动。","news_type":1,"symbols_score_info":{"161125":0.9,".IXIC":0.9,"SQQQ":0.9,"QID":0.9,".DJI":0.9,"DB":0.9,"DDM":0.9,"SPY":0.9,"PSQ":0.9,"TQQQ":0.9,"SPXU":0.9,"QQQ":0.9,"MNQmain":0.9,"QLD":0.9,"DJX":0.9,".SPX":0.9,"UDOW":0.9}},"isVote":1,"tweetType":1,"viewCount":3066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810905575,"gmtCreate":1629937651497,"gmtModify":1676530176270,"author":{"id":"3581581906530118","authorId":"3581581906530118","name":"winwin_Tan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581581906530118","idStr":"3581581906530118"},"themes":[],"htmlText":"great","listText":"great","text":"great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/810905575","repostId":"1164039620","repostType":2,"repost":{"id":"1164039620","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":1629935391,"share":"https://ttm.financial/m/news/1164039620?lang=en_US&edition=fundamental","pubTime":"2021-08-26 07:49","market":"hk","language":"zh","title":"Last night and this morning: the index generally hit a new high! Chinese concept education stocks fall","url":"https://stock-news.laohu8.com/highlight/detail?id=1164039620","media":"老虎资讯综合","summary":"摘要:美股延续升势,标普、纳指再创历史新高;谷歌微软承诺未来将投入百亿美元,以加强网络安全工作;美银上调拼多多目标价;黄金再次跌破1800大关、多头静待鲍威尔救赎。\n\n海外市场\n1、美股延续升势 标普","content":"<p>Abstract: U.S. stocks continued their upward trend, with the S&P and Nasdaq hitting record highs again; Google promised to invest tens of billions of dollars in the future to strengthen network security; Bank of America raises Pinduoduo price target; Gold fell below the 1800 mark again, and bulls waited for Powell's redemption. Overseas Market</p><p><b>1. U.S. stocks continue to rise, S&P and Nasdaq hit record highs again</b></p><p>On the eve of the Jackson Hole central bank seminar on Wednesday, the market had a strong wait-and-see mood, and the three major U.S. stock indexes remained stable. The Dow closed up 0.11% and the S&P 500 closed up 0.25% at a record 4,497.40 points. It once stood above 4,500 points in the intraday session, setting a new intraday record high; The Nasdaq closed up 0.15%, continuing to hit a new closing high.</p><p><b>2. Popular Chinese concept stocks were mixed on Wednesday. Education stocks fell back after soaring yesterday</b></p><p>Popular Chinese concept stocks were mixed on Wednesday, with education stocks falling after soaring in the last trading day.</p><p><a href=\"https://laohu8.com/S/JFIN\">Jiayin Jinke</a>Up more than 26%,<a href=\"https://laohu8.com/S/JFG\">Jiufu</a>、<a href=\"https://laohu8.com/S/SINO\">China Global Shipping</a>Up more than 15%,<a href=\"https://laohu8.com/S/VNET\">Century Internet</a>It rose more than 11%, and Santeng Technology rose nearly 10%;<a href=\"https://laohu8.com/S/YI\">1 Drug Network</a>Fell more than 18%,<a href=\"https://laohu8.com/S/LX\">Lexin</a>Fell more than 13%,<a href=\"https://laohu8.com/S/EM\">Monster Charge</a>Fell more than 12%,<a href=\"https://laohu8.com/S/VIOT\">Yunmi Technology</a>Fell more than 10%,<a href=\"https://laohu8.com/S/WDH\">Water droplets</a>The company fell more than 9%; In the Education Unit,<a href=\"https://laohu8.com/S/WAFU\">Wah Fu Education</a>Rose nearly 14%,<a href=\"https://laohu8.com/S/COE\">51 Talk</a>Fell more than 11%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Fell more than 7%,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Fell more than 6%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>, Together Education fell more than 5%,<a href=\"https://laohu8.com/S/ZME\">Head Education</a>Fell more than 4%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Youdao fell nearly 2%.</p><p><b>3. The European Central Bank is willing to take action to deal with any spillover effects from the Federal Reserve. European stock markets generally closed higher</b></p><p>European stock markets closed broadly higher on Wednesday as investors awaited a major meeting of central bank governors. The pan-European STOXX 600 edged up 0.02%, led by travel and leisure stocks, up 1.8%, and utilities, down 0.8%.</p><p><b>4. OPEC remains cautious about crude oil supply, the two major crude oil futures have been positive for three consecutive days</b></p><p><a href=\"https://laohu8.com/S/USEG\">US Energy</a>The latest data released by the agency showed that crude oil inventories fell last week to the lowest level since the week of January 24, 2020. Oil prices extended gains from the previous two trading days on Wednesday. As of the close, U.S. WTI crude oil futures for October closed up 82 cents, or 1.21%, at $68.36 per barrel; Brent October futures closed up $1.20, or 1.69%, at $72.25 a barrel.</p><p><b>5. Gold fell below the 1800 mark again, bulls waited for Powell's redemption</b></p><p>Gold prices fell back, falling further below the $1,800 level, as the dollar rose and investors hoped to see a timetable for the Federal Reserve to reduce economic support measures at this week's Jackson Hole symposium.</p><p>In late trading in the U.S. market, spot gold closed at $1,790.80 per ounce, down $11.56 or 0.64%, with an intraday low of $1,782.35 per ounce and a high of $1,803.05 per ounce.</p><p>International macro</p><p><b>1. U.S. commercial equipment orders unexpectedly stopped growing in July, indicating a halt in capital investment</b></p><p>After four consecutive months of growth, commercial equipment orders received by U.S. factories unexpectedly stopped growing in July, indicating that capital investment has stalled for months. Data released by the U.S. Department of Commerce on Wednesday showed that orders for core capital goods were basically flat in July, after being revised to an increase of 1% in the previous month. The index, which deducts aircraft and defense supplies, is considered a barometer of business equipment investment.</p><p><b>2. The U.S. Senate has enlarged its moves for companies to transfer profits overseas and will face more severe penalties</b></p><p>According to a draft proposed by Democrats in the U.S. Senate, American multinational companies may face more severe penalties for transferring profits overseas. On Wednesday local time, three Democratic senators announced more details of the international tax proposal, which aims to increase taxes on multinational companies, thereby increasing fiscal revenue and paying for Biden's huge fiscal spending bill.</p><p><b>3. The Fed's reduction will affect the whole body, and when it ends is more important than when it starts</b></p><p>These days, all the discussion in the financial market is focused on when the Federal Reserve will start to reduce the scale of bond purchases, but for all markets such as stocks, bonds and foreign exchanges, what is more important is when bond purchases will end.</p><p>The withdrawal of stimulus measures can be described as a whole-body impact. At present, a large amount of liquidity in the financial system has pushed the U.S. stock market to a record high, and the yield of U.S. Treasury Bond has remained slightly above the six-month low. With the Delta strain posing new risks, tapering too quickly may derail the economic recovery, while moving too slowly may exacerbate inflationary pressures brought about by economic restarts.</p><p><b>4. The sale of strategic petroleum reserves is imminent, and the price difference between U.S. benchmark crude oil and Brent widens</b></p><p>The spread between closely watched U.S. benchmarks and global benchmark crude futures widened to the widest in four months as traders expect a surge in U.S. crude supplies. At a time when domestic refineries are preparing for seasonal shutdowns for maintenance and oil demand tends to decline, the U.S. government plans to sell the largest strategic oil reserve in seven years. West Texas Intermediate oil prices were dragged down. At the same time, the improving outlook for overseas demand has kept Brent prices higher, further exacerbating this gap.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2162068545\" target=\"_blank\"><b>Google and Microsoft promise to invest tens of billions of dollars in the future to strengthen cybersecurity efforts</b></a></p><p>Business leaders in technology, insurance and other industries pledged to spend tens of billions of dollars in the future to strengthen cybersecurity efforts during a White House meeting with US President Joe Biden on Wednesday. Google said IT would invest more than $10 billion over five years to strengthen cybersecurity and pledged to train 100,000 Americans in technical fields such as IT support and data analytics through its vocational certificate program. Google's above-mentioned investment funds will also be used to strengthen software supply chain and open source security.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2162505714\" target=\"_blank\"><b>PC market growth 17% in the second quarter of 2021, Apple continues to maintain second place</b></a></p><p>Market research company Canalys today released PC market data for the second quarter of 2021. The overall PC market sales in the second quarter increased by 17% year-on-year, but compared with 74% in the previous quarter, the growth slowed down significantly. On the other hand, it was also affected by global chip shortages.<a href=\"https://laohu8.com/S/HPQ\">Hewlett Packard</a>It topped the list for the second consecutive quarter with a market share of 21.9%, a year-on-year increase of more than 20%. Apple was second with a 20.6% share.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/1161874729\" target=\"_blank\"><b>Bank of America raises price target on Pinduoduo, bullish on its long-term earnings outlook</b></a></p><p>Bank of America raised Pinduoduo's target price to $148, implying that the stock price is expected to rise another 49% from Tuesday's closing price of $99.12. Bank of America analysts said, \"The strong revenue growth and high leverage ratio in the second quarter give us more confidence in the company's strategic vision of further promoting user engagement, and we maintain a positive view on Pinduoduo's long-term profitability.\"</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2162057175\" target=\"_blank\"><b>Google's parent company's drone delivery business is booming and cumulative deliveries will soon exceed the 100,000 mark</b></a><b></b></p><p>Wing, a drone company owned by Google parent Alphabet, said on its official blog on Wednesday that it is about to deliver its 100,000 th package in the near future.</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2162050539\" target=\"_blank\"><b>Western Digital's acquisition of Kioxia enters advanced negotiations, and the transaction volume may reach US $20 billion</b></a></p><p>World-renowned hard disk manufacturer<a href=\"https://laohu8.com/S/WDC\">Western Digital</a>The company is in in-depth negotiations to acquire Japan's Kioxia Holdings Company. The transaction amount may exceed US $20 billion. The merger will have a far-reaching impact on the global chip industry. Discussions between the two companies have suddenly heated up in the past few weeks, and an agreement could be reached as early as mid-September this year, people familiar with the matter said.</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2162681000\" target=\"_blank\"><b>Snowflake's earnings report exceeded expectations, stock price rose more than 3% after hours</b></a></p><p>After the U.S. stock market closed on Wednesday, August 25, Eastern Time,<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>Announced its fiscal 2022 second quarter results. The financial report shows that Snowflake's revenue in the second quarter was US $272 million, a year-on-year increase of 104%, exceeding market expectations of US $257 million.</p><p><b>7、</b><a href=\"https://laohu8.com/NW/2162686230\" target=\"_blank\"><b>Salesforce's earnings report exceeded expectations! Shares Up Nearly 2% After Hours</b></a></p><p>After the U.S. stock market closed on Wednesday, August 25, Eastern Time, Salesforce, the world's largest CRM software service provider, today announced its financial report for the second quarter of fiscal year 2022. The report shows that Salesforce's total revenue in the second fiscal quarter was US $6.34 billion, an increase of 23% compared with US $5.151 billion in the same period last year, and a year-on-year increase of 21% excluding the impact of exchange rate changes; Net profit was US $535 million, a decrease of 80% compared with US $2.625 billion in the same period last year; Diluted earnings per share were $0.56, compared to $2.85 in the same period last year.</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>Last night and this morning: the index generally hit a new high! Chinese concept education stocks 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\">\nLast night and this morning: the index generally hit a new high! Chinese concept education stocks fall\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\">2021-08-26 07:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Abstract: U.S. stocks continued their upward trend, with the S&P and Nasdaq hitting record highs again; Google promised to invest tens of billions of dollars in the future to strengthen network security; Bank of America raises Pinduoduo price target; Gold fell below the 1800 mark again, and bulls waited for Powell's redemption. Overseas Market</p><p><b>1. U.S. stocks continue to rise, S&P and Nasdaq hit record highs again</b></p><p>On the eve of the Jackson Hole central bank seminar on Wednesday, the market had a strong wait-and-see mood, and the three major U.S. stock indexes remained stable. The Dow closed up 0.11% and the S&P 500 closed up 0.25% at a record 4,497.40 points. It once stood above 4,500 points in the intraday session, setting a new intraday record high; The Nasdaq closed up 0.15%, continuing to hit a new closing high.</p><p><b>2. Popular Chinese concept stocks were mixed on Wednesday. Education stocks fell back after soaring yesterday</b></p><p>Popular Chinese concept stocks were mixed on Wednesday, with education stocks falling after soaring in the last trading day.</p><p><a href=\"https://laohu8.com/S/JFIN\">Jiayin Jinke</a>Up more than 26%,<a href=\"https://laohu8.com/S/JFG\">Jiufu</a>、<a href=\"https://laohu8.com/S/SINO\">China Global Shipping</a>Up more than 15%,<a href=\"https://laohu8.com/S/VNET\">Century Internet</a>It rose more than 11%, and Santeng Technology rose nearly 10%;<a href=\"https://laohu8.com/S/YI\">1 Drug Network</a>Fell more than 18%,<a href=\"https://laohu8.com/S/LX\">Lexin</a>Fell more than 13%,<a href=\"https://laohu8.com/S/EM\">Monster Charge</a>Fell more than 12%,<a href=\"https://laohu8.com/S/VIOT\">Yunmi Technology</a>Fell more than 10%,<a href=\"https://laohu8.com/S/WDH\">Water droplets</a>The company fell more than 9%; In the Education Unit,<a href=\"https://laohu8.com/S/WAFU\">Wah Fu Education</a>Rose nearly 14%,<a href=\"https://laohu8.com/S/COE\">51 Talk</a>Fell more than 11%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Fell more than 7%,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Fell more than 6%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>, Together Education fell more than 5%,<a href=\"https://laohu8.com/S/ZME\">Head Education</a>Fell more than 4%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Youdao fell nearly 2%.</p><p><b>3. The European Central Bank is willing to take action to deal with any spillover effects from the Federal Reserve. European stock markets generally closed higher</b></p><p>European stock markets closed broadly higher on Wednesday as investors awaited a major meeting of central bank governors. The pan-European STOXX 600 edged up 0.02%, led by travel and leisure stocks, up 1.8%, and utilities, down 0.8%.</p><p><b>4. OPEC remains cautious about crude oil supply, the two major crude oil futures have been positive for three consecutive days</b></p><p><a href=\"https://laohu8.com/S/USEG\">US Energy</a>The latest data released by the agency showed that crude oil inventories fell last week to the lowest level since the week of January 24, 2020. Oil prices extended gains from the previous two trading days on Wednesday. As of the close, U.S. WTI crude oil futures for October closed up 82 cents, or 1.21%, at $68.36 per barrel; Brent October futures closed up $1.20, or 1.69%, at $72.25 a barrel.</p><p><b>5. Gold fell below the 1800 mark again, bulls waited for Powell's redemption</b></p><p>Gold prices fell back, falling further below the $1,800 level, as the dollar rose and investors hoped to see a timetable for the Federal Reserve to reduce economic support measures at this week's Jackson Hole symposium.</p><p>In late trading in the U.S. market, spot gold closed at $1,790.80 per ounce, down $11.56 or 0.64%, with an intraday low of $1,782.35 per ounce and a high of $1,803.05 per ounce.</p><p>International macro</p><p><b>1. U.S. commercial equipment orders unexpectedly stopped growing in July, indicating a halt in capital investment</b></p><p>After four consecutive months of growth, commercial equipment orders received by U.S. factories unexpectedly stopped growing in July, indicating that capital investment has stalled for months. Data released by the U.S. Department of Commerce on Wednesday showed that orders for core capital goods were basically flat in July, after being revised to an increase of 1% in the previous month. The index, which deducts aircraft and defense supplies, is considered a barometer of business equipment investment.</p><p><b>2. The U.S. Senate has enlarged its moves for companies to transfer profits overseas and will face more severe penalties</b></p><p>According to a draft proposed by Democrats in the U.S. Senate, American multinational companies may face more severe penalties for transferring profits overseas. On Wednesday local time, three Democratic senators announced more details of the international tax proposal, which aims to increase taxes on multinational companies, thereby increasing fiscal revenue and paying for Biden's huge fiscal spending bill.</p><p><b>3. The Fed's reduction will affect the whole body, and when it ends is more important than when it starts</b></p><p>These days, all the discussion in the financial market is focused on when the Federal Reserve will start to reduce the scale of bond purchases, but for all markets such as stocks, bonds and foreign exchanges, what is more important is when bond purchases will end.</p><p>The withdrawal of stimulus measures can be described as a whole-body impact. At present, a large amount of liquidity in the financial system has pushed the U.S. stock market to a record high, and the yield of U.S. Treasury Bond has remained slightly above the six-month low. With the Delta strain posing new risks, tapering too quickly may derail the economic recovery, while moving too slowly may exacerbate inflationary pressures brought about by economic restarts.</p><p><b>4. The sale of strategic petroleum reserves is imminent, and the price difference between U.S. benchmark crude oil and Brent widens</b></p><p>The spread between closely watched U.S. benchmarks and global benchmark crude futures widened to the widest in four months as traders expect a surge in U.S. crude supplies. At a time when domestic refineries are preparing for seasonal shutdowns for maintenance and oil demand tends to decline, the U.S. government plans to sell the largest strategic oil reserve in seven years. West Texas Intermediate oil prices were dragged down. At the same time, the improving outlook for overseas demand has kept Brent prices higher, further exacerbating this gap.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2162068545\" target=\"_blank\"><b>Google and Microsoft promise to invest tens of billions of dollars in the future to strengthen cybersecurity efforts</b></a></p><p>Business leaders in technology, insurance and other industries pledged to spend tens of billions of dollars in the future to strengthen cybersecurity efforts during a White House meeting with US President Joe Biden on Wednesday. Google said IT would invest more than $10 billion over five years to strengthen cybersecurity and pledged to train 100,000 Americans in technical fields such as IT support and data analytics through its vocational certificate program. Google's above-mentioned investment funds will also be used to strengthen software supply chain and open source security.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2162505714\" target=\"_blank\"><b>PC market growth 17% in the second quarter of 2021, Apple continues to maintain second place</b></a></p><p>Market research company Canalys today released PC market data for the second quarter of 2021. The overall PC market sales in the second quarter increased by 17% year-on-year, but compared with 74% in the previous quarter, the growth slowed down significantly. On the other hand, it was also affected by global chip shortages.<a href=\"https://laohu8.com/S/HPQ\">Hewlett Packard</a>It topped the list for the second consecutive quarter with a market share of 21.9%, a year-on-year increase of more than 20%. Apple was second with a 20.6% share.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/1161874729\" target=\"_blank\"><b>Bank of America raises price target on Pinduoduo, bullish on its long-term earnings outlook</b></a></p><p>Bank of America raised Pinduoduo's target price to $148, implying that the stock price is expected to rise another 49% from Tuesday's closing price of $99.12. Bank of America analysts said, \"The strong revenue growth and high leverage ratio in the second quarter give us more confidence in the company's strategic vision of further promoting user engagement, and we maintain a positive view on Pinduoduo's long-term profitability.\"</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2162057175\" target=\"_blank\"><b>Google's parent company's drone delivery business is booming and cumulative deliveries will soon exceed the 100,000 mark</b></a><b></b></p><p>Wing, a drone company owned by Google parent Alphabet, said on its official blog on Wednesday that it is about to deliver its 100,000 th package in the near future.</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2162050539\" target=\"_blank\"><b>Western Digital's acquisition of Kioxia enters advanced negotiations, and the transaction volume may reach US $20 billion</b></a></p><p>World-renowned hard disk manufacturer<a href=\"https://laohu8.com/S/WDC\">Western Digital</a>The company is in in-depth negotiations to acquire Japan's Kioxia Holdings Company. The transaction amount may exceed US $20 billion. The merger will have a far-reaching impact on the global chip industry. Discussions between the two companies have suddenly heated up in the past few weeks, and an agreement could be reached as early as mid-September this year, people familiar with the matter said.</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2162681000\" target=\"_blank\"><b>Snowflake's earnings report exceeded expectations, stock price rose more than 3% after hours</b></a></p><p>After the U.S. stock market closed on Wednesday, August 25, Eastern Time,<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>Announced its fiscal 2022 second quarter results. The financial report shows that Snowflake's revenue in the second quarter was US $272 million, a year-on-year increase of 104%, exceeding market expectations of US $257 million.</p><p><b>7、</b><a href=\"https://laohu8.com/NW/2162686230\" target=\"_blank\"><b>Salesforce's earnings report exceeded expectations! Shares Up Nearly 2% After Hours</b></a></p><p>After the U.S. stock market closed on Wednesday, August 25, Eastern Time, Salesforce, the world's largest CRM software service provider, today announced its financial report for the second quarter of fiscal year 2022. The report shows that Salesforce's total revenue in the second fiscal quarter was US $6.34 billion, an increase of 23% compared with US $5.151 billion in the same period last year, and a year-on-year increase of 21% excluding the impact of exchange rate changes; Net profit was US $535 million, a decrease of 80% compared with US $2.625 billion in the same period last year; Diluted earnings per share were $0.56, compared to $2.85 in the same period last year.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164039620","content_text":"摘要:美股延续升势,标普、纳指再创历史新高;谷歌微软承诺未来将投入百亿美元,以加强网络安全工作;美银上调拼多多目标价;黄金再次跌破1800大关、多头静待鲍威尔救赎。\n\n海外市场\n1、美股延续升势 标普、纳指再创历史新高\n周三在杰克逊霍尔央行研讨会召开前夕,市场观望情绪偏浓,美股三大股指靠稳。道指收涨0.11%,标普500指数收涨0.25%,收于创纪录的4497.40点。其盘中一度中站上4500点,刷新盘中历史新高;纳指收涨0.15%,续创收盘新高。\n2、热门中概股周三涨跌不一 教育股昨日飙升后纷纷回落\n热门中概股周三涨跌不一,教育股在上个交易日飙升纷纷回落。\n嘉银金科涨超26%,玖富、中环球船务涨超15%,世纪互联涨超11%,叁腾科技涨近10%;1药网跌超18%,乐信跌超13%,怪兽充电跌超12%,云米科技跌超10%,水滴公司跌超9%;教育股中,华富教育涨近14%,51Talk跌超11%,好未来跌超7%,高途跌超6%,新东方、一起教育跌超5%,掌门教育跌超4%,网易有道跌近2%。\n3、欧洲央行愿采取行动应对美联储的任何溢出效应 欧洲股市普遍收高\n欧洲股市周三普遍收涨,投资者等待各国央行行长召开重要会议。泛欧斯托克600指数小幅上涨0.02%,其中旅游和休闲类股领涨,涨幅1.8%,公用事业类股下跌0.8%。\n4、欧佩克对原油供应保持谨慎 两大原油期货三日连阳\n美国能源署公布的最新数据显示,上周原油库存降至2020年1月24日当周以来最低。周三油价延续此前两个交易日以来的涨势。截至收盘,美国WTI原油10月原油期货收涨82美分,涨幅1.21%,报68.36美元/桶;布伦特10月期货收涨1.20美元,涨幅1.69%,报72.25美元/桶。\n5、黄金再次跌破1800大关、多头静待鲍威尔救赎\n金价回落,进一步跌破1800美元水准,因美元走高,且投资者希望在本周的杰克逊霍尔研讨会上看到美联储缩减经济支持措施的时间表。\n美市尾盘,现货黄金收报1790.80美元/盎司,下跌11.56美元或0.64%,日内最低触及1782.35美元/盎司,最高触及1803.05美元/盎司。\n国际宏观\n1、美国7月商业设备订单意外停止增长 表明资本投资停顿\n在连续四个月增长后,美国工厂接到的商业设备订单意外在7月份停止增长,表明数月来的资本投资陷入停顿。美国商务部周三公布的数据显示,7月核心资本品订单基本持平,前月上修为增长1%。该指数扣除了飞机和国防用品,被视为商业设备投资晴雨表。\n2、美国参议院又放大招 公司向海外转移利润将面临更严厉处罚\n根据美国参议院民主党提出的一项草案,美国跨国公司可能因将利润转移到海外,而面临更严厉的惩罚。当地时间周三,三位民主党参议员公布了国际税收提案的更多细节,该草案旨在提高对跨国企业的税收,从而增加财政收入,为拜登庞大的财政支出法案买单。\n3、美联储减码牵一发动全身,何时结束比何时开始更重要\n这些天,金融市场上所有的讨论都集中在美联储何时开始削减购债规模的问题,但是对于股债汇等所有市场来说,更重要的是购债什么时候能够结束。\n退出刺激措施可谓牵一发动全身,眼下金融系统大量流动资金已将美国股市推至纪录高位,美国国债收益率保持在略高于六个月低点的水平。在德尔塔毒株构成新风险的情况下,减码过快可能会使经济复苏脱轨,而行动太慢又或加剧经济重启带来的通胀压力。\n4、战略石油储备出售在即 美国基准原油与布伦特价差扩大\n鉴于交易员预计美国原油供应将激增,备受关注的美国基准与全球基准原油期货的价差扩大至四个月来最大。在国内炼油厂准备季节性停产检修、石油需求往往会下降的时候,美国政府计划出售7年来最大规模战略石油储备。西德州中质油价格受到拖累。与此同时,海外需求前景改善,令布伦特价格继续走高,进一步加剧了这一缺口。\n公司新闻\n1、谷歌微软承诺未来将投入百亿美元 以加强网络安全工作\n科技、保险等行业的商界领袖在周三与美国总统拜登的白宫会晤中承诺,未来将投入百亿美元以加强网络安全工作。谷歌表示,将在五年内投资超过100亿美元以加强网络安全,并承诺通过其职业证书计划在IT支持和数据分析等技术领域培训100000名美国人。谷歌上述投入资金还将用于加强软件供应链和开源安全等。\n2、2021年第二季度PC市场增长17% 苹果继续保持第二位\n市场研究公司Canalys 今天发布2021年第二季度PC市场数据,第二季度PC市场销售额整体同比增长17%,但与上一季度的74%相比,增长明显放缓,另一方面也是受到全球芯片短缺的影响。惠普以21.9%的市场份额连续第二个季度蝉联榜首,同比增长超过20%。苹果以20.6%的份额位居第二。\n3、美银上调拼多多目标价 看好其长期盈利前景\n美银将拼多多目标价上调至148美元,意味着股价有望在周二99.12美元收盘价基础上再上涨49%。美银分析师称,“第二季度营收的强劲增长和高杠杆率使我们对该公司进一步推动用户参与的战略愿景更有信心,我们维持对拼多多长期盈利能力的积极看法。”\n4、谷歌母公司旗下的无人机送货业务正蓬勃发展 累计交付量将在不久突破10万大关\n谷歌母公司Alphabet旗下的无人机公司Wing周三在官方博客表示,公司即将在未来不久交付其第10万个包裹。\n5、西数并购铠侠进入高级谈判环节 交易额或达到200亿美元\n全球知名硬盘厂商西部数据公司正在就收购日本铠侠控股公司进行深入谈判,交易金额可能超过200亿美元,该并购案对全球芯片行业将有深远的影响。知情人士说,两家公司之间的讨论在过去几周突然升温,最早可能在今年9月中旬达成协议。\n6、Snowflake财报超预期,盘后股价涨逾3%\n美东时间8月25日周三美股盘后,Snowflake公布了2022财年第二季度业绩。财报显示,Snowflake第二季度营收2.72亿美元,同比增长104%,超出市场预期的2.57亿美元。\n7、Salesforce财报超预期!盘后股价上涨近2%\n美东时间8月25日周三美股盘后,全球最大的CRM软件服务提供商Salesforce今日公布了2022财年第二财季财报。报告显示,Salesforce第二财季总营收为63.40亿美元,与去年同期的51.51亿美元相比增长23%,不计入汇率变动的影响为同比增长21%;净利润为5.35亿美元,与去年同期的26.25亿美元相比下降80%;每股摊薄收益为0.56美元,相比之下去年同期为2.85美元。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837395869,"gmtCreate":1629855955051,"gmtModify":1676530152935,"author":{"id":"3581581906530118","authorId":"3581581906530118","name":"winwin_Tan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581581906530118","idStr":"3581581906530118"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837395869","repostId":"1123533410","repostType":2,"isVote":1,"tweetType":1,"viewCount":2531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836726994,"gmtCreate":1629526848618,"gmtModify":1676530066261,"author":{"id":"3581581906530118","authorId":"3581581906530118","name":"winwin_Tan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581581906530118","idStr":"3581581906530118"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836726994","repostId":"2161746147","repostType":4,"repost":{"id":"2161746147","kind":"news","pubTimestamp":1629514858,"share":"https://ttm.financial/m/news/2161746147?lang=en_US&edition=fundamental","pubTime":"2021-08-21 11:00","market":"us","language":"zh","title":"Tesla's Dojo chip is an order of magnitude ahead of competitors","url":"https://stock-news.laohu8.com/highlight/detail?id=2161746147","media":"半导体行业观察","summary":"特斯拉刚刚召开了他们的人工智能日,并透露了其软件和硬件基础设施的内部工作原理。此次公开的部分一是之前公开的Dojo AI训练芯片。特斯拉称他们的 D1 Dojo 芯片具有 GPU 级别的计算能力、CP","content":"<p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Just held their AI Day and revealed the inner workings of its software and hardware infrastructure. The first part of this disclosure is the previously disclosed Dojo AI training chip. Tesla says their D1 Dojo chip has GPU-level computing power, CPU-level flexibility, and network switch IO.</p><p>A few weeks ago, we speculated that the package for this system was a TSMC wafer integrated fan-out system (InFO _ SoW). We explain the benefits of this type of packaging and the cooling and power consumption involved in this massively scaling training chip. Furthermore, we estimate that the package will perform better than the Nvidia system. All of this seems to be educated speculation. Today, we will dig deeper into more details of semiconductors.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110451514v197zlc3kf89g5a\" tg-width=\"1080\" tg-height=\"504\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Before we dive into hardware, let's talk about evaluating infrastructure. Tesla is constantly retraining and improving their neural networks. They evaluate any code changes to see if there are improvements. Thousands of the same chips are deployed in cars and servers. They conduct millions of assessments every week.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110452695v197e2lm3fz76i2\" tg-width=\"1080\" tg-height=\"568\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Tesla has been scaling up its GPU cluster for years. If Tesla stops all actual workloads, runs Linpack, and submits it to the Top500 list, their current training cluster will become the fifth largest supercomputer. However, this expansion of performance was not enough for Tesla and its ambitions, so they began developing their own Dojo chip project a few years ago. Tesla needs higher performance to implement larger and more complex neural networks in an energy-efficient and cost-effective way.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110453776v197jx2k68fhcml\" tg-width=\"1080\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Tesla's architectural solution is a distributed computing architecture. When we listen to their details, the architecture looks a lot like Cerberus. We analyze the Cerebras wafer-level engine and its architecture. Each AI training architecture is laid out in this way, but the details of computational elements, networks, and structures vary greatly. The biggest problem with these types of networks is expanding bandwidth and keeping latency low. In order to scale the network, Tesla is particularly focused on this, which affects every part of their design, from chip materials to packaging.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110454722v197cx5xiqu333q\" tg-width=\"1080\" tg-height=\"599\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>This functional unit is designed to pass 1 clock cycle, but is large enough that synchronization overhead and software are not major issues. As a result, they came up with a design that was almost identical to Cerebras. A mesh structure of individual cells connected by a high-speed fabric whose function within a clock is routed communication between cells. Each unit has a large 1.25 MB SRAM scratch board and multiple superscalar CPU cores with SIMD capabilities, as well as matrix multiplication units that support all common data types. Additionally, they introduced a new data type called CFP8, configurable floating point 8. Each unit can support 1TFlop on BF16/CFP8, 64GFlops on FP31, and 512GB/s bandwidth in each direction.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110500799v197xhcnedchtus\" tg-width=\"1080\" tg-height=\"572\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The CPU is no less, it is 4 wide and 2 wide on the vector pipeline. Each core can host 4 threads to maximize utilization. It's a shame that Tesla uses a custom ISA instead of a top-of-the-line open-source ISA like RISC V. This custom ISA introduces instructions for transpose, collect, broadcast, and link traversal.</p><p>The full chip of these 354 functional units can reach 362 TFlops of BF16 or CFP8 and 22.6 TFlops of FP32. It has a total of 645 mm ² and 50 billion transistors. Each chip has a staggering 400W TDP, which means a higher power density than most configurations of the Nvidia A100 GPU. Interestingly, Tesla achieved an effective transistor density of 77.5 million transistors integrated per mm ², second only to mobile chips and<a href=\"https://laohu8.com/S/AAPL\">Apple</a>M1, higher than all other high-performance chips.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110503440v197lagxvjg0azx\" tg-width=\"1080\" tg-height=\"557\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Another interesting aspect of the basic functional unit is the NOC router. It has a very similar way to Tenstorrent to expand within and between chips. Not surprisingly, Tesla is adopting a similar architecture to other highly regarded AI startups. Tenstorrent is great for extended training, and Tesla is very focused on this aspect.</p><p>On the chip, Tesla has a staggering 10TBps of directional bandwidth, but that number doesn't make much sense in real workloads. One huge advantage Tesla has over Tenstorrent is the much higher bandwidth between chips. They have 576 SerDes on 112GTs. This yields a total bandwidth of 64 Tb/s or 8 Tb/s.</p><p>We're not sure where Tesla got the 4TB/s per side, more likely the numbers on the X and Y axes. Leaving this confusing slide aside, the bandwidth of this chip is insane. The highest external bandwidth chip currently known is the 32Tb/s network switch chip. Tesla was able to double that number with a lot of SerDes and advanced packaging.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110506551v1979x5minzarss\" tg-width=\"1080\" tg-height=\"487\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Tesla connects the computing plane of the Dojo chip to the interface processor connected to the host system through PCIe 4.0. These interface processors also support higher cardinality network connections to complement existing computational plane grids.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110513356v197ye4od4q94c8\" tg-width=\"1080\" tg-height=\"586\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The 25 D1 chips are packaged into a \"fan out wafer process\". Tesla hasn't confirmed that this package is, as we speculated a few weeks ago<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Integrated Wafer Fan System (InFO _ SoW), but given the crazy inter-chip bandwidth and the fan-out wafers they specifically mentioned, this looks very likely.</p><p>Tesla has developed a proprietary high-bandwidth connector that preserves off-chip bandwidth between these chips. Each chip has an impressive 9PFlops BF16/CFP8 and 36 terabytes/s of off-tile bandwidth. This far exceeds Cerebras' off-wafer bandwidth, making Tesla systems scale-out even better than scale-out designs, such as the Tenstorrent architecture.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110515346v197ep16cl0iw6o\" tg-width=\"1080\" tg-height=\"765\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The power delivery is unique, customized, and also very impressive. With such a large bandwidth and more than 10KW of power consumption, Tesla has innovated in power transmission and supplied it vertically. The custom regulator modulator flows back directly onto the fan-out wafer. Power, heat, and mechanics are all directly connected to the chip.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110516207v1975u9vgzz63ni\" tg-width=\"1080\" tg-height=\"594\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Even though the total power of the chip itself is only 10KW, the total power of the chip is still 15KW. Power transfer, IO, and wafer lines are also consuming a lot of power. Energy comes in from the bottom and heat comes out from the top. Tesla's unit of scale is not chips, but 25 chips. This map far exceeds the unit performance and scalability of Nvidia, Graphcore, Cerebras, Groq, Tenstorrent, SambaNova, or any other AI training program.</p><p>All of this may seem like very distant technology, but Tesla claims that they have run the chip at 2GHz on a real AI network in the lab.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110518184v197qyjtg5phst7\" tg-width=\"1080\" tg-height=\"715\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The next step in scaling to thousands of chips is the server level. Dojo is scalable to 2 x 3 tile configurations, with two such configurations in one server. For those counting at home, a total of 12 tiles per server, a total of 108 PFlops per server, over 100,000 functional units, 400,000 custom cores, and 132GB SRAM are staggering numbers.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110519282v197ncjdhvmc22t\" tg-width=\"1080\" tg-height=\"482\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Tesla continues to expand the level of cabinets in its grid. There is no bandwidth interruption between chips, it is a homogeneous grid of chips with amazing bandwidth. They plan to scale up to 10 cabinets, 1.1 Exaflops, 1,062,000 functional units, 4,248,000 cores, and 1.33 TB of SRAM.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110520332v197acj94hjb924\" tg-width=\"1031\" tg-height=\"825\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The software aspect is interesting, but we won't get too deep into it today. They claim they can virtually subdivide it. They say that regardless of the size of the cluster, the software can scale seamlessly between Dojo processing units (DPUs). The Dojo compiler can handle fine-grained parallel and mapped networks of the hardware computing plane. It can do this through data model graph parallelism, but it can also be optimized to reduce memory footprint.</p><p>Model parallelism can be extended across chip boundaries, without even requiring large volumes to easily unlock next-level AI models with trillions of parameters or more. They don't need to rely on handwritten code to run models on this huge cluster.</p><p>Overall, with<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Compared to GPUs, the cost is comparable, but Tesla claims they can achieve 4x performance, 1.3 x better performance per watt, and 5x less area. Tesla's TCO advantage is almost an order of magnitude better than Nvidia's AI solution. If their claims are true, Tesla has surpassed everyone in AI hardware and software. I doubt it, but it's a hardware geek's dream too.</p><p>We're all going to try to calm down and wait and see when it will actually be deployed into production.</p>","source":"bdthygc","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>Tesla's Dojo chip is an order of magnitude ahead of competitors</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\">\nTesla's Dojo chip is an order of magnitude ahead of competitors\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">半导体行业观察</strong><span class=\"h-time small\">2021-08-21 11:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Just held their AI Day and revealed the inner workings of its software and hardware infrastructure. The first part of this disclosure is the previously disclosed Dojo AI training chip. Tesla says their D1 Dojo chip has GPU-level computing power, CPU-level flexibility, and network switch IO.</p><p>A few weeks ago, we speculated that the package for this system was a TSMC wafer integrated fan-out system (InFO _ SoW). We explain the benefits of this type of packaging and the cooling and power consumption involved in this massively scaling training chip. Furthermore, we estimate that the package will perform better than the Nvidia system. All of this seems to be educated speculation. Today, we will dig deeper into more details of semiconductors.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110451514v197zlc3kf89g5a\" tg-width=\"1080\" tg-height=\"504\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Before we dive into hardware, let's talk about evaluating infrastructure. Tesla is constantly retraining and improving their neural networks. They evaluate any code changes to see if there are improvements. Thousands of the same chips are deployed in cars and servers. They conduct millions of assessments every week.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110452695v197e2lm3fz76i2\" tg-width=\"1080\" tg-height=\"568\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Tesla has been scaling up its GPU cluster for years. If Tesla stops all actual workloads, runs Linpack, and submits it to the Top500 list, their current training cluster will become the fifth largest supercomputer. However, this expansion of performance was not enough for Tesla and its ambitions, so they began developing their own Dojo chip project a few years ago. Tesla needs higher performance to implement larger and more complex neural networks in an energy-efficient and cost-effective way.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110453776v197jx2k68fhcml\" tg-width=\"1080\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Tesla's architectural solution is a distributed computing architecture. When we listen to their details, the architecture looks a lot like Cerberus. We analyze the Cerebras wafer-level engine and its architecture. Each AI training architecture is laid out in this way, but the details of computational elements, networks, and structures vary greatly. The biggest problem with these types of networks is expanding bandwidth and keeping latency low. In order to scale the network, Tesla is particularly focused on this, which affects every part of their design, from chip materials to packaging.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110454722v197cx5xiqu333q\" tg-width=\"1080\" tg-height=\"599\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>This functional unit is designed to pass 1 clock cycle, but is large enough that synchronization overhead and software are not major issues. As a result, they came up with a design that was almost identical to Cerebras. A mesh structure of individual cells connected by a high-speed fabric whose function within a clock is routed communication between cells. Each unit has a large 1.25 MB SRAM scratch board and multiple superscalar CPU cores with SIMD capabilities, as well as matrix multiplication units that support all common data types. Additionally, they introduced a new data type called CFP8, configurable floating point 8. Each unit can support 1TFlop on BF16/CFP8, 64GFlops on FP31, and 512GB/s bandwidth in each direction.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110500799v197xhcnedchtus\" tg-width=\"1080\" tg-height=\"572\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The CPU is no less, it is 4 wide and 2 wide on the vector pipeline. Each core can host 4 threads to maximize utilization. It's a shame that Tesla uses a custom ISA instead of a top-of-the-line open-source ISA like RISC V. This custom ISA introduces instructions for transpose, collect, broadcast, and link traversal.</p><p>The full chip of these 354 functional units can reach 362 TFlops of BF16 or CFP8 and 22.6 TFlops of FP32. It has a total of 645 mm ² and 50 billion transistors. Each chip has a staggering 400W TDP, which means a higher power density than most configurations of the Nvidia A100 GPU. Interestingly, Tesla achieved an effective transistor density of 77.5 million transistors integrated per mm ², second only to mobile chips and<a href=\"https://laohu8.com/S/AAPL\">Apple</a>M1, higher than all other high-performance chips.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110503440v197lagxvjg0azx\" tg-width=\"1080\" tg-height=\"557\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Another interesting aspect of the basic functional unit is the NOC router. It has a very similar way to Tenstorrent to expand within and between chips. Not surprisingly, Tesla is adopting a similar architecture to other highly regarded AI startups. Tenstorrent is great for extended training, and Tesla is very focused on this aspect.</p><p>On the chip, Tesla has a staggering 10TBps of directional bandwidth, but that number doesn't make much sense in real workloads. One huge advantage Tesla has over Tenstorrent is the much higher bandwidth between chips. They have 576 SerDes on 112GTs. This yields a total bandwidth of 64 Tb/s or 8 Tb/s.</p><p>We're not sure where Tesla got the 4TB/s per side, more likely the numbers on the X and Y axes. Leaving this confusing slide aside, the bandwidth of this chip is insane. The highest external bandwidth chip currently known is the 32Tb/s network switch chip. Tesla was able to double that number with a lot of SerDes and advanced packaging.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110506551v1979x5minzarss\" tg-width=\"1080\" tg-height=\"487\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Tesla connects the computing plane of the Dojo chip to the interface processor connected to the host system through PCIe 4.0. These interface processors also support higher cardinality network connections to complement existing computational plane grids.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110513356v197ye4od4q94c8\" tg-width=\"1080\" tg-height=\"586\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The 25 D1 chips are packaged into a \"fan out wafer process\". Tesla hasn't confirmed that this package is, as we speculated a few weeks ago<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Integrated Wafer Fan System (InFO _ SoW), but given the crazy inter-chip bandwidth and the fan-out wafers they specifically mentioned, this looks very likely.</p><p>Tesla has developed a proprietary high-bandwidth connector that preserves off-chip bandwidth between these chips. Each chip has an impressive 9PFlops BF16/CFP8 and 36 terabytes/s of off-tile bandwidth. This far exceeds Cerebras' off-wafer bandwidth, making Tesla systems scale-out even better than scale-out designs, such as the Tenstorrent architecture.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110515346v197ep16cl0iw6o\" tg-width=\"1080\" tg-height=\"765\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The power delivery is unique, customized, and also very impressive. With such a large bandwidth and more than 10KW of power consumption, Tesla has innovated in power transmission and supplied it vertically. The custom regulator modulator flows back directly onto the fan-out wafer. Power, heat, and mechanics are all directly connected to the chip.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110516207v1975u9vgzz63ni\" tg-width=\"1080\" tg-height=\"594\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Even though the total power of the chip itself is only 10KW, the total power of the chip is still 15KW. Power transfer, IO, and wafer lines are also consuming a lot of power. Energy comes in from the bottom and heat comes out from the top. Tesla's unit of scale is not chips, but 25 chips. This map far exceeds the unit performance and scalability of Nvidia, Graphcore, Cerebras, Groq, Tenstorrent, SambaNova, or any other AI training program.</p><p>All of this may seem like very distant technology, but Tesla claims that they have run the chip at 2GHz on a real AI network in the lab.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110518184v197qyjtg5phst7\" tg-width=\"1080\" tg-height=\"715\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The next step in scaling to thousands of chips is the server level. Dojo is scalable to 2 x 3 tile configurations, with two such configurations in one server. For those counting at home, a total of 12 tiles per server, a total of 108 PFlops per server, over 100,000 functional units, 400,000 custom cores, and 132GB SRAM are staggering numbers.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110519282v197ncjdhvmc22t\" tg-width=\"1080\" tg-height=\"482\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Tesla continues to expand the level of cabinets in its grid. There is no bandwidth interruption between chips, it is a homogeneous grid of chips with amazing bandwidth. They plan to scale up to 10 cabinets, 1.1 Exaflops, 1,062,000 functional units, 4,248,000 cores, and 1.33 TB of SRAM.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210821110520332v197acj94hjb924\" tg-width=\"1031\" tg-height=\"825\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The software aspect is interesting, but we won't get too deep into it today. They claim they can virtually subdivide it. They say that regardless of the size of the cluster, the software can scale seamlessly between Dojo processing units (DPUs). The Dojo compiler can handle fine-grained parallel and mapped networks of the hardware computing plane. It can do this through data model graph parallelism, but it can also be optimized to reduce memory footprint.</p><p>Model parallelism can be extended across chip boundaries, without even requiring large volumes to easily unlock next-level AI models with trillions of parameters or more. They don't need to rely on handwritten code to run models on this huge cluster.</p><p>Overall, with<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Compared to GPUs, the cost is comparable, but Tesla claims they can achieve 4x performance, 1.3 x better performance per watt, and 5x less area. Tesla's TCO advantage is almost an order of magnitude better than Nvidia's AI solution. If their claims are true, Tesla has surpassed everyone in AI hardware and software. I doubt it, but it's a hardware geek's dream too.</p><p>We're all going to try to calm down and wait and see when it will actually be deployed into production.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://mp.weixin.qq.com/s/EPgSUdG_3_t3XpeXVQne0A\">半导体行业观察</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/EPgSUdG_3_t3XpeXVQne0A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161746147","content_text":"特斯拉刚刚召开了他们的人工智能日,并透露了其软件和硬件基础设施的内部工作原理。此次公开的部分一是之前公开的Dojo AI训练芯片。特斯拉称他们的 D1 Dojo 芯片具有 GPU 级别的计算能力、CPU 级别的灵活性,以及网络交换机IO。\n几周前,我们推测该系统的封装是 TSMC 晶圆集成扇出系统 (InFO_SoW)。我们解释了这种类型的封装的好处以及这种大规模扩展训练芯片所涉及的冷却和功耗。此外,我们估计该软件包的性能将优于 Nvidia 系统。所有这些似乎都是有根据的推测。今天,我们将深入的挖掘更多的半导体细节。\n\n在我们深入讨论硬件之前,让我们先谈谈评估基础架构。特斯拉不断地重新训练和改进他们的神经网络。他们评估任何代码更改以查看是否有改进。在汽车和服务器中部署了数以千计的相同芯片。他们每周进行数百万次评估。\n\n多年来,特斯拉一直在扩大其GPU集群的规模。如果特斯拉停止所有实际工作负载,运行Linpack,并将其提交到Top500榜单,他们目前的训练集群将成为第五大超级计算机。然而,对于特斯拉和其雄心来说,这种性能的扩展是不够的,所以他们在几年前就开始开发自己的Dojo芯片项目。特斯拉需要更高的性能,以节能且经济高效的方式实现更大、更复杂的神经网络。\n\n特斯拉的架构解决方案是分布式计算架构。当我们听他们的细节时,这个架构看起来很像Cerberus。我们分析了Cerebras晶圆级引擎及其架构。每个AI训练架构都是以这种方式布置的,但计算元素、网络和结构的细节差别很大。这些类型的网络最大的问题是扩大带宽和保持低延迟。为了扩大网络规模,特斯拉特别关注于此,这影响了他们设计的每个部分,从芯片材料到封装。\n\n该功能单元被设计为可通过1个时钟周期,但足够大,以至于同步开销和软件不是主要问题。因此,他们得出的设计几乎和Cerebras一模一样。由高速结构连接的单个单元的网状结构,该结构在一个时钟内的功能是单元之间的路由通信。每个单元都有一个大的1.25MB SRAM暂存板和多个具有SIMD功能的超标量CPU核,以及支持所有常见数据类型的矩阵乘法单元。此外,他们还引入了一种名为CFP8的新数据类型,可配置浮点8。每个单元可在BF16 / CFP8上支持1TFlop,FP31上64GFlops,每个方向512GB/s的带宽。\n\nCPU也是毫不逊色,它在矢量管道上是4宽2宽。每个核心可以承载4个线程,以最大限度的提高利用率。遗憾的是,特斯拉使用了定制的ISA,而不是像 RISC V 这样的顶级开源 ISA。这个定制的ISA引入了转置,收集,广播,和链接遍历的指令。\n这354个功能单元的全芯片可达到BF16或CFP8的362 TFlops和FP32的22.6 TFlops。它总共有645mm²和500亿个晶体管。每个芯片都有惊人的400W TDP,这意味着功率密度高于大多数配置的Nvidia A100 GPU。有趣的是,特斯拉实现了每mm²上集成7750万个晶体管的有效晶体管密度,仅次于移动芯片和苹果M1,比其他所有高性能芯片都要高。\n\n基本功能单元的另一个有趣的方面是NOC路由器。它与Tenstorrent有非常类似的在芯片内部和芯片间的扩展方式。毫不意外,特斯拉正在采用与其他备受推崇的人工智能初创公司类似的架构。Tenstorrent 非常适合扩展培训,而特斯拉非常关注这方面。\n在芯片上,特斯拉拥有惊人的10TBps定向带宽,但这个数字在实际工作负载中没有多大意义。特斯拉相对于Tenstorrent的一个巨大优势是芯片之间的带宽要高得多。他们在 112GTs 上有 576 个 SerDes。这产生了总共 64Tb/s 或 8TB/s 的带宽。\n我们不确定特斯拉每条边的4TB/s是从哪里得到的,更有可能是X轴和Y轴上的数字。先不说这张令人困惑的幻灯片,这个芯片的带宽是疯狂的。目前已知的最高外部带宽芯片是32Tb/s网络交换机芯片。特斯拉能够通过大量的SerDes和先进的封装将这个数字翻倍。\n\n特斯拉通过PCIe 4.0将Dojo芯片的计算平面连接到连接主机系统的接口处理器上。这些接口处理器还支持更高的基数网络连接,以补充现有的计算平面网格。\n\n25个D1芯片被封装成 “扇出晶圆工艺(fan out wafer process)”。特斯拉并没有像我们几周前猜测的那样确认这个封装是台积电的集成晶圆扇形系统(InFO_SoW),但考虑到疯狂的芯片间带宽和他们特别提到的扇出晶圆,这看起来很有可能。\n特斯拉开发了一种专有的高带宽连接器,可以保留这些芯片之间的芯片外带宽。每个芯片都有令人印象深刻的9PFlops BF16/CFP8和36tb /s的off-tile带宽。这远远超过了Cerebras的晶圆外带宽,使特斯拉系统的横向扩展能力甚至比横向扩展设计(例如 Tenstorrent 架构)还要好。\n\n电源传输是独一无二的,定制的,也非常令人印象深刻。由于具有如此大的带宽和超过 10KW 的功耗,特斯拉在电力传输方面进行了创新,并垂直供电。定制稳压器调制器直接回流到扇出晶片上。功率、热量和机械都直接与芯片连接。\n\n即使芯片本身的总功率只有10KW,但芯片的总功率仍然是15KW。电力传输、IO和晶圆线也在消耗大量的电力。能量从底部进来,热量从顶部出来。特斯拉的规模单位不是芯片,而是25块芯片。这个贴图远远超过了Nvidia, Graphcore, Cerebras, Groq, Tenstorrent, SambaNova,或任何其他AI训练项目的单位性能和扩展能力。\n所有这些似乎都是非常遥远的技术,但特斯拉声称,他们已经在实验室的真实人工智能网络上以2GHz的频率运行了芯片。\n\n扩展到数千个芯片的下一步是服务器级别。Dojo可扩展为2 x 3的tile配置,在一个服务器中有两个这样的配置。对于那些在家计数的人来说,每个服务器总共有12个tile,每个服务器总共有108个PFlops,超过100,000个功能单元,400,000个定制核和132GB SRAM是令人震惊的数字。\n\n特斯拉不断扩大其网格中的机柜级别。芯片之间没有带宽中断,它是一个具有惊人带宽的同质芯片网格。他们计划扩大到10个机柜、1.1 Exaflops、1,062,000个功能单元、4,248,000个核心和1.33TB的SRAM。\n\n软件方面很有趣,但我们今天不会太深入讨论。他们声称他们可以对其进行虚拟细分。他们说不管集群的大小如何,软件都可以在Dojo处理单元(DPU)之间无缝扩展。Dojo 编译器可以处理硬件计算平面的细粒度并行和映射网络。它可以通过数据模型图并行性来实现这一点,但也可以进行优化以减少内存占用。\n模型并行性可以跨芯片边界扩展,甚至不需要大批量的轻松解锁具有数万亿参数甚至更多参数的下一级AI模型。他们不需要依赖手写的代码来在这个庞大的集群上运行模型。\n总的来说,与英伟达的GPU相比,成本相当,但特斯拉声称他们可以实现4倍的性能,每瓦性能提高1.3倍,减少5倍的面积。特斯拉的TCO优势几乎比英伟达的AI解决方案好一个数量级。如果他们的说法是真的,特斯拉已经超越了人工智能硬件和软件领域的所有人。我对此表示怀疑,但这也是硬件极客的美梦。\n我们都要试图冷静下来,等一等,看看它什么时候会实际部署到生产环境中。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}