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shho
shho
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2024-01-26
$福根集团有限公司(E28.SI)$
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shho
shho
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2023-04-12
👍👍👍 Let's go, have fun
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shho
shho
·
2023-04-11
😄
@丸子叔叔：
[微笑] [无语] [呆住] [愤怒] [龇牙] [真香] [贱笑] [喷血] [喷血] [捂脸] [开心] [得意] [流泪] [惊讶] [傲娇] [白眼] [鬼脸] [愤怒] [无语] [贱笑] [难过] [难过]
[微笑] [无语] [呆住] [愤怒] [龇牙] [真香] [贱笑] [喷血] [喷血] [捂脸] [开心] [得意] [流泪] [惊讶] [傲娇] [白眼] [鬼脸] [愤怒] [无语] [贱笑] [难过] [难过]
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shho
shho
·
2023-02-24
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"Weight loss magic medicine" is too hot, American diabetics are starting to lack medicine
减肥神药风靡，糖尿病患者却用不上药了。Ozempic 是一种治疗糖尿病的注射药物，其主要成分Semaglutide（中文为司美格鲁肽）也被研究证明可以减肥，包括对非糖尿病患者，因此被一些热衷减肥的人士
"Weight loss magic medicine" is too hot, American diabetics are starting to lack medicine
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shho
shho
·
2023-02-24
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Opening | U.S. stocks opened higher, Nasdaq rose more than 1%! Nvidia up 13%, Ali up nearly 6%
2月23日，美股三大指数集体高开，道指涨0.44%，纳指涨1.13%，标普500指数涨0.77%。阿里巴巴涨近6%，Q3营收、净利润均超预期。英伟达涨13%，2023财年Q4业绩及2024财年Q1营收
Opening | U.S. stocks opened higher, Nasdaq rose more than 1%! Nvidia up 13%, Ali up nearly 6%
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shho
shho
·
2023-02-23
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Last night and this morning | The Federal Reserve hawked, and S&P lost four consecutive losses! The meeting rarely alerted U.S. stocks to this risk
摘要：①美联储纪要称将继续加息，隔夜美股三大股指涨跌不一，标普连跌四日；②比尔·盖茨花费9.02亿美元收购喜力啤酒股份；③俄称已做好准备通过政治和外交途径实现特别军事行动目标。海外行情1、美联储纪要重
Last night and this morning | The Federal Reserve hawked, and S&P lost four consecutive losses! The meeting rarely alerted U.S. stocks to this risk
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shho
shho
·
2023-02-10
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Disney's streaming media can't rise either
在上个季度交出一份堪称惨淡的财报后，迪士尼从内到外经历了一番“大换血”——老将罗伯特·艾格回归，替换掉时任CEO鲍勃·查佩克，解雇了查佩克亲信丹尼尔，同时公司业务架构和策略方向也将重新调整。今日早间，
Disney's streaming media can't rise either
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shho
shho
·
2023-02-10
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Last Night This Morning | U.S. bonds warn of recession, Nasdaq falls more than 1%, China is stubbornly higher
摘要：①美债示警衰退，纳指收跌超1%，谷歌再跌逾4%，中概股顽强走高；②美国一手策划了北溪管道爆炸？克宫：世界必须得知真相；③微软已解散工业元宇宙应用团队。海外行情1、美债示警衰退纳指收跌超1% 谷歌
Last Night This Morning | U.S. bonds warn of recession, Nasdaq falls more than 1%, China is stubbornly higher
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shho
shho
·
2023-02-10
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Last Night This Morning | U.S. bonds warn of recession, Nasdaq falls more than 1%, China is stubbornly higher
摘要：①美债示警衰退，纳指收跌超1%，谷歌再跌逾4%，中概股顽强走高；②美国一手策划了北溪管道爆炸？克宫：世界必须得知真相；③微软已解散工业元宇宙应用团队。海外行情1、美债示警衰退纳指收跌超1% 谷歌
Last Night This Morning | U.S. bonds warn of recession, Nasdaq falls more than 1%, China is stubbornly higher
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shho
shho
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2023-02-10
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Last Night This Morning | U.S. bonds warn of recession, Nasdaq falls more than 1%, China is stubbornly higher
摘要：①美债示警衰退，纳指收跌超1%，谷歌再跌逾4%，中概股顽强走高；②美国一手策划了北溪管道爆炸？克宫：世界必须得知真相；③微软已解散工业元宇宙应用团队。海外行情1、美债示警衰退纳指收跌超1% 谷歌
Last Night This Morning | U.S. bonds warn of recession, Nasdaq falls more than 1%, China is stubbornly higher
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[难过]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942143654","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957875006,"gmtCreate":1677195037606,"gmtModify":1677195040197,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957875006","repostId":"2313000844","repostType":4,"repost":{"id":"2313000844","kind":"highlight","pubTimestamp":1677162012,"share":"https://ttm.financial/m/news/2313000844?lang=en_US&edition=fundamental","pubTime":"2023-02-23 22:20","market":"us","language":"zh","title":"\"Weight loss magic medicine\" is too hot, American diabetics are starting to lack medicine","url":"https://stock-news.laohu8.com/highlight/detail?id=2313000844","media":"华尔街见闻","summary":"减肥神药风靡，糖尿病患者却用不上药了。Ozempic 是一种治疗糖尿病的注射药物，其主要成分Semaglutide（中文为司美格鲁肽）也被研究证明可以减肥，包括对非糖尿病患者，因此被一些热衷减肥的人士","content":"<p><html><head></head><body>The magic medicine for weight loss is popular, but diabetics can't use it anymore.</p><p>Ozempic is an injectable drug for the treatment of diabetes. Its main ingredient, Semaglutide (Semaglutide in Chinese), has also been proven to lose weight, including for non-diabetic patients. Therefore, it is regarded as a \"miracle medicine for weight loss\" by some people who are keen to lose weight. Now this leads to the fact that some diabetics who really need it can't buy the medicine.</p><p>Recently, diabetic patients in the United States have said that it will take them several hours to find a nearby pharmacy with this prescription drug; Some patients have even had to reduce the dose of Ozempic and similar drugs or switch to other alternatives. Doctors say the drug shortage makes it harder for diabetics to keep blood sugar levels low and increases their risk of complications such as kidney disease and blood vessel damage.</p><p>Ozempic was approved by the U.S. Food and Drug Administration (FDA) in 2017 for the treatment of type 2 diabetes. Based on these studies, the FDA approved in 2021<a href=\"https://laohu8.com/S/NVO\">Novo Nordisk</a>Company (Novo Nordisk A/S) markets the drug as Ozempic's sister product, Wegovy, for people who are obese or overweight and who are trying to lose weight. Wegovy's main ingredient is also semaglutide, but in different dosages, specializing in weight loss indications.</p><p>After being approved for weight loss indications in mid-2021, semaglutide has shined in the market, and Novo Nordisk has also made a lot of money from semaglutide. According to Novo Nordisk's 2022 financial report, the company's various versions of semaglutide totaled sales of approximately US$12.4 billion, a year-on-year increase of 77%, of which the Wegovy version was US$877 million.</p><p>According to Wall Street's previous analysis, the explosion of semaglutide has also made GLP-1 (glucagon-like peptide-1) the target of representative drugs, becoming the next gold rush market for Chinese domestic pharmaceutical companies to compete to \"roll\".</p><p>Currently, the FDA is reviewing Eli Lilly & Co. Similar uses of the diabetes drug Mounjaro.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Since launching in May 2022, Mounjaro's weekly prescription volume had rapidly risen to 148,000 by the end of January, analysts said. Mounjaro and one of Eli Lilly's earlier diabetes drugs, Trulicity, both experienced shortages.</p><p><b>U.S. doctors wrote more than 313,000 Ozempic-related prescriptions in the last full week of January, up 78% from about 176,000 a year earlier, according to JPMorgan.</b></p><p>Due to the shortage of semaglutide, Carol Wysham, director of endocrinology at MultiCare Health System in Spokane, Washington, told the media that she now has to get some diabetics to give up the drug and switch to some older drugs, \"which has caused quite a bit of confusion\".</p><p>Novo Nordisk has been working hard to expand production capacity. However, the company's CEO Lars Fruergaard Jorgensen said that patients may still encounter cyclical shortages of drugs because production has not yet been completed and demand may still be high.</p><p></body></html></p>","source":"wallstreetcn_api","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>\"Weight loss magic medicine\" is too hot, American diabetics are starting to lack medicine</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\">\n\"Weight loss magic medicine\" is too hot, American diabetics are starting to lack medicine\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-02-23 22:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The magic medicine for weight loss is popular, but diabetics can't use it anymore.</p><p>Ozempic is an injectable drug for the treatment of diabetes. Its main ingredient, Semaglutide (Semaglutide in Chinese), has also been proven to lose weight, including for non-diabetic patients. Therefore, it is regarded as a \"miracle medicine for weight loss\" by some people who are keen to lose weight. Now this leads to the fact that some diabetics who really need it can't buy the medicine.</p><p>Recently, diabetic patients in the United States have said that it will take them several hours to find a nearby pharmacy with this prescription drug; Some patients have even had to reduce the dose of Ozempic and similar drugs or switch to other alternatives. Doctors say the drug shortage makes it harder for diabetics to keep blood sugar levels low and increases their risk of complications such as kidney disease and blood vessel damage.</p><p>Ozempic was approved by the U.S. Food and Drug Administration (FDA) in 2017 for the treatment of type 2 diabetes. Based on these studies, the FDA approved in 2021<a href=\"https://laohu8.com/S/NVO\">Novo Nordisk</a>Company (Novo Nordisk A/S) markets the drug as Ozempic's sister product, Wegovy, for people who are obese or overweight and who are trying to lose weight. Wegovy's main ingredient is also semaglutide, but in different dosages, specializing in weight loss indications.</p><p>After being approved for weight loss indications in mid-2021, semaglutide has shined in the market, and Novo Nordisk has also made a lot of money from semaglutide. According to Novo Nordisk's 2022 financial report, the company's various versions of semaglutide totaled sales of approximately US$12.4 billion, a year-on-year increase of 77%, of which the Wegovy version was US$877 million.</p><p>According to Wall Street's previous analysis, the explosion of semaglutide has also made GLP-1 (glucagon-like peptide-1) the target of representative drugs, becoming the next gold rush market for Chinese domestic pharmaceutical companies to compete to \"roll\".</p><p>Currently, the FDA is reviewing Eli Lilly & Co. Similar uses of the diabetes drug Mounjaro.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Since launching in May 2022, Mounjaro's weekly prescription volume had rapidly risen to 148,000 by the end of January, analysts said. Mounjaro and one of Eli Lilly's earlier diabetes drugs, Trulicity, both experienced shortages.</p><p><b>U.S. doctors wrote more than 313,000 Ozempic-related prescriptions in the last full week of January, up 78% from about 176,000 a year earlier, according to JPMorgan.</b></p><p>Due to the shortage of semaglutide, Carol Wysham, director of endocrinology at MultiCare Health System in Spokane, Washington, told the media that she now has to get some diabetics to give up the drug and switch to some older drugs, \"which has caused quite a bit of confusion\".</p><p>Novo Nordisk has been working hard to expand production capacity. However, the company's CEO Lars Fruergaard Jorgensen said that patients may still encounter cyclical shortages of drugs because production has not yet been completed and demand may still be high.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3682575\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/94a447578ff717d38f47ea89503eff44","relate_stocks":{"NVO":"诺和诺德"},"source_url":"https://wallstreetcn.com/articles/3682575","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313000844","content_text":"减肥神药风靡，糖尿病患者却用不上药了。Ozempic 是一种治疗糖尿病的注射药物，其主要成分Semaglutide（中文为司美格鲁肽）也被研究证明可以减肥，包括对非糖尿病患者，因此被一些热衷减肥的人士奉为“减肥神药”。现在这却导致一些真正需要它的糖尿病患者买不到药。近日，美国糖尿病患者们纷纷表示，他们需要花上几个小时才能找到附近有这种处方药的药店；一些患者甚至不得不减少 Ozempic 和类似药物的剂量，或者改用其他替代药物。医生们称，药物短缺使糖尿病患者更难保持低血糖水平，并增加了他们患上肾脏疾病和血管损伤等并发症的风险。Ozempic 于2017年被美国食品和药物管理局（FDA）批准用于治疗2型糖尿病。基于这些研究，FDA于2021年批准了诺和诺德公司（Novo Nordisk A/S）以 Ozempic 的姐妹产品 Wegovy 销售这种药物，适用于肥胖或超重以及试图减肥的人。Wegovy 的主要成分也是司美格鲁肽，但剂量不同，专攻减肥适应症。在2021年中获批减肥适应症后，司美格鲁肽就在市场大放异彩，诺和诺德也靠着司美格鲁肽赚的盆满钵满。根据诺和诺德2022年财报，公司的司美格鲁肽各个版本共计销售约124亿美金，同比增长高达77%，其中 Wegovy 版本 8.77亿美元。华尔街见闻此前分析称，司美格鲁肽的爆火，也让GLP-1(胰高血糖素样肽-1)类代表药物这个靶点，成为中国国内医药企业争相去“卷”的下一个淘金市场。目前，FDA 正在审查 Eli Lilly&Co. 的糖尿病药物 Mounjaro 的类似用途。摩根大通分析师称，自2022年5月推出以来，Mounjaro 的周处方量到1月底已迅速升至14.8万份。Mounjaro 和 Eli Lilly 的一种较早的糖尿病药物 Trulicity 都出现了短缺。摩根大通的数据显示，在1月份最后一整周，美国医生开出的 Ozempic 相关处方超过了31.3万张，较去年同期的约17.6万张增长了78%。由于司美格鲁肽的短缺，华盛顿州斯波坎市 MultiCare 卫生系统内分泌科主任 Carol Wysham 向媒体表示，她现在不得不让一些糖尿病患者放弃这种药物，改用一些旧药，“这造成了相当大的混乱”。诺和诺德一直在努力扩大产能。不过，该公司首席执行官 Lars Fruergaard Jorgensen 表示，病人们可能仍会遇到药物周期性的短缺，因为生产工作还没有完成，而需求可能仍然很高。","news_type":1,"symbols_score_info":{"NVO":0.9}},"isVote":1,"tweetType":1,"viewCount":4042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957872736,"gmtCreate":1677195023225,"gmtModify":1677195025718,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957872736","repostId":"1177038413","repostType":4,"repost":{"id":"1177038413","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":1677162638,"share":"https://ttm.financial/m/news/1177038413?lang=en_US&edition=fundamental","pubTime":"2023-02-23 22:30","market":"us","language":"zh","title":"Opening | U.S. stocks opened higher, Nasdaq rose more than 1%! Nvidia up 13%, Ali up nearly 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1177038413","media":"老虎资讯综合","summary":"2月23日，美股三大指数集体高开，道指涨0.44%，纳指涨1.13%，标普500指数涨0.77%。阿里巴巴涨近6%，Q3营收、净利润均超预期。英伟达涨13%，2023财年Q4业绩及2024财年Q1营收","content":"<p><html><head></head><body>On February 23rd, the three major U.S. stock indexes opened higher collectively, with the Dow rising 0.44%, the Nasdaq rising 1.13% and the S&P 500 rising 0.77%.</p><p><img src=\"https://static.tigerbbs.com/cb970c7326853ec3686a0600b9e2cb14\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It rose by nearly 6%, and Q3 revenue and net profit exceeded expectations.</p><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>up 13%, Q4 fiscal 2023 results and Q1 fiscal 2024 revenue guidance were better than market expectations.</p><p>Lucid Group fell more than 13%, with Q4 revenue of $257.7 million, up nearly 9 times year-on-year but still below expectations. Only 7,180 cars were built for the year, well below the original expectation of 20,000.</p><p>The Nasdaq China Golden Dragon Index opened 2.5%, and most popular Chinese stocks opened higher.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up nearly 6%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Rise by about 5%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>rose by more than 3%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up 2.5%.</p><p>eBay fell more than 5%, with total commodity transactions in Q4 2022 falling 12% year-on-year to $18.2 billion, and net profit falling 70% to $581 million.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening | U.S. stocks opened higher, Nasdaq rose more than 1%! Nvidia up 13%, Ali up 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\">\nOpening | U.S. stocks opened higher, Nasdaq rose more than 1%! Nvidia up 13%, Ali up 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\">2023-02-23 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On February 23rd, the three major U.S. stock indexes opened higher collectively, with the Dow rising 0.44%, the Nasdaq rising 1.13% and the S&P 500 rising 0.77%.</p><p><img src=\"https://static.tigerbbs.com/cb970c7326853ec3686a0600b9e2cb14\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It rose by nearly 6%, and Q3 revenue and net profit exceeded expectations.</p><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>up 13%, Q4 fiscal 2023 results and Q1 fiscal 2024 revenue guidance were better than market expectations.</p><p>Lucid Group fell more than 13%, with Q4 revenue of $257.7 million, up nearly 9 times year-on-year but still below expectations. Only 7,180 cars were built for the year, well below the original expectation of 20,000.</p><p>The Nasdaq China Golden Dragon Index opened 2.5%, and most popular Chinese stocks opened higher.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up nearly 6%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Rise by about 5%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>rose by more than 3%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up 2.5%.</p><p>eBay fell more than 5%, with total commodity transactions in Q4 2022 falling 12% year-on-year to $18.2 billion, and net profit falling 70% to $581 million.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1",".DJI":"道琼斯","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD",".IXIC":"NASDAQ Composite","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0109391861.USD":"富兰克林美国机遇基金A Acc",".SPX":"S&P 500 Index","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4550":"红杉资本持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0109392836.USD":"富兰克林科技股A","NVDA":"英伟达","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4527":"明星科技股","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4543":"AI","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177038413","content_text":"2月23日，美股三大指数集体高开，道指涨0.44%，纳指涨1.13%，标普500指数涨0.77%。阿里巴巴涨近6%，Q3营收、净利润均超预期。英伟达涨13%，2023财年Q4业绩及2024财年Q1营收指引优于市场预期。Lucid Group跌超13%，Q4营收为2.577亿美元，同比增长近9倍但仍低于预期。全年仅生产7180辆汽车，远低于最初预期的20000辆。纳斯达克中国金龙指数开涨2.5%，热门中概股多数高开，拼多多涨近6%，哔哩哔哩涨约5%，京东涨超3%，百度涨2.5%。eBay跌超5%，2022年Q4商品交易总额同比下滑12%至182亿美元，净利润下滑70%至5.81亿美元。","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":3494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957157969,"gmtCreate":1677117111451,"gmtModify":1677117115399,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957157969","repostId":"1112793785","repostType":4,"repost":{"id":"1112793785","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":1677110394,"share":"https://ttm.financial/m/news/1112793785?lang=en_US&edition=fundamental","pubTime":"2023-02-23 07:59","market":"us","language":"zh","title":"Last night and this morning | The Federal Reserve hawked, and S&P lost four consecutive losses! The meeting rarely alerted U.S. stocks to this risk","url":"https://stock-news.laohu8.com/highlight/detail?id=1112793785","media":"老虎资讯综合","summary":"摘要：①美联储纪要称将继续加息，隔夜美股三大股指涨跌不一，标普连跌四日；②比尔·盖茨花费9.02亿美元收购喜力啤酒股份；③俄称已做好准备通过政治和外交途径实现特别军事行动目标。海外行情1、美联储纪要重","content":"<p><html><head></head><body>Abstract: ① The minutes of the Federal Reserve said that the rate hike would continue. Overnight, the three major U.S. stock indexes had mixed gains and losses, and S&P fell for four consecutive days; ② Bill Gates spent $902 million to acquire<a href=\"https://laohu8.com/S/0O26.UK\">Heineken Beer</a>Shares; ③ Russia says it is ready to achieve the goals of special military operations through political and diplomatic channels. Overseas Quotes</p><p>1. The Federal Reserve's minutes reiterate its tough stance. U.S. stocks are mixed, and S&P has lost four consecutive losses</p><p>U.S. stocks closed mixed Wednesday, with the S&P 500 falling for the fourth straight session. The Federal Reserve releases the minutes of its February monetary policy meeting, at which all Fed officials who served on the voting committee voted for rate hike by 25 basis points. But a handful of non-voters wanted rate hike 50 basis points to demonstrate greater determination to reduce inflation. The minutes of this meeting gave a rare hint of the risk of overvaluation of U.S. stocks. They wrote that Fed officials participating in the meeting judged that the pressure on asset valuation was still significant. At the same time, several Fed officials stressed that the lengthy negotiations to raise the debt ceiling may pose significant risks to the US financial system and the broader economy.</p><p>By the close, the Dow Jones was down 0.26%, the S&P 500 was down 0.16% and the Nasdaq was up 0.13%. Big tech stocks mostly fell,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>Facebook,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Down slightly;<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>rose by more than 1%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Small upside. Energy stocks were lower across the board,<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>It fell by more than 2%,<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>、<a href=\"https://laohu8.com/S/SLB\">Schlumberger</a>It fell by more than 1%,<a href=\"https://laohu8.com/S/CVX\">Chevron</a>Down slightly.</p><p>2. Popular Chinese stocks have mixed ups and downs<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Dropped more than 1%</p><p>Popular Chinese stocks were mixed, with the Nasdaq China Golden Dragon Index rising 0.26%.<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>rose by more than 2%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/NTES\">Netease</a>It rose more than 1%.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It fell more than 2%, JD.COM and Pinduoduo fell more than 1%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>。</p><p>3. Major European stock indexes closed mixed, and Germany's DAX30 index rose 0.01%</p><p>The main indexes of European stocks closed mixed Wednesday, with Germany's DAX30 index rising 0.01%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index fell 0.59%, France's CAC40 index fell 0.13% and the European Stoxx 50 index fell 0.18%.</p><p>4. Oil prices fell by about 3%, hitting a new low in more than two weeks. US gas once rose by 11%, leaving the low of nearly two and a half years</p><p>Investors are worried that the continued rate hike of European and American central banks will slow down the economy and drag down oil demand. Oil prices fell for two consecutive days and closed at a daily low. WTI April crude oil futures closed down $2.41, or 3.15%, at $73.95/barrel, falling below $74. Brent April crude oil futures closed down $2.45, or 2.95%, at $80.60/barrel, both refreshing the low of more than two weeks since February 6th.</p><p>The European benchmark Dutch TTF natural gas futures rose by 5% and rose above the integer of 50 euros/MWh, leaving a new low of one and a half years. ICE UK natural gas opened 3% in late trading, and also rose 5% in intraday trading and stood firm above 120p/kcal. The EU carbon tax fell from a new high.</p><p>U.S. NYMEX March natural gas futures rose 11% and closed up nearly 5%, off the nearly two-and-a-half-year low set yesterday. Earlier in the day, the contract fell below $2 for the first time since September 2020, and traders gave up hope that extreme cold weather would boost demand.</p><p>5. Gold futures fell for three consecutive days and hit a new low in nearly two months. After FOMC minutes, spot gold expanded its decline</p><p>COMEX April gold futures closed down about 0.1% at $1,841.50/oz, falling for three consecutive days and hitting a nearly two-month low since December last year.</p><p>Before the release of FOMC minutes, the decline of spot gold expanded to 0.3%, once falling below the integer of $1,830, close to the lowest since January 6th. Following the release of the minutes, gold's decline extended to a fresh daily low of 0.6%, falling below $1,830 and nearing a seven-week low.</p><p>Macro News</p><p>1. Minutes of the Federal Reserve meeting: Further rate hike has become a consensus There are more hawkish voices in the non-voting committee</p><p>On Wednesday (February 22nd), the Federal Reserve released the minutes of the monetary policy meeting of the Federal Open Market Committee (FOMC) from January 31st to February 1st.</p><p>The minutes show that all Fed officials who served on voting committees at the meeting voted for rate hike by 25 basis points, raising the Federal Funds rate target range to between 4.50% and 4.75%. However, the minutes noted that not all officials supported the resolution, and a few non-voting committees wanted rate hike 50 basis points to show greater determination to reduce inflation.</p><p>Overall, officials generally agree that there are signs that U.S. inflation is falling back, but not enough to make them decide to stop rate hike and that \"continued rate hike is necessary.\" If the pace of inflation slowing stalled, they would be open to the question of \"how high interest rates will eventually rise.\"</p><p>2. Major benefits! OPEC's second largest oil producer announced that it will allow direct settlement of Chinese goods in RMB</p><p>According to several media reports, on Wednesday (February 22nd) local time, the Central Bank of Iraq said that it plans to allow trade with China to be settled directly in RMB. The bank also said in the statement that as part of its plan, it may increase its<a href=\"https://laohu8.com/S/601988\">Bank of China</a>The balance in the RMB account.</p><p>Economic Adviser to the government of Iraq<a href=\"https://laohu8.com/S/MCO\">Moody's</a>Mudhir Salih told the media that all along, Iraqi imports from China have only been settled in US dollars, which is the first time that imports from China have been settled in RMB.</p><p>3. 1442 flights in the United States have been cancelled due to the winter storm</p><p>According to US media reports on February 22nd local time, due to the winter storm, according to the data of flight tracking website FlightAware, as of 2: 30 pm EST on the 22nd, a total of 1,442 flights in the United States were cancelled. Minneapolis-St. Paul International Airport, Denver International Airport and Detroit Metropolitan Wayne County Airport were the worst affected, as were Chicago O'Hare International Airport, Toronto Pearson International Airport and Milwaukee Mitchell International Airport, according to FlightAware.</p><p>4. \"Eagle King\" Bullard: The Federal Reserve is hopeful to beat inflation this year and not cause a recession</p><p>On Wednesday (February 22nd) local time, St. Louis Fed President Bullard said that the US economy is more resilient than expected, and the Fed should continue its rate hike this year to avoid repeating the mistakes of the 1970s. He is confident that the Fed will beat inflation this year and thinks rate hike will not cause a recession.</p><p>Situation between Russia and Ukraine</p><p>1. Russia says it is ready to achieve the goal of special military operation through political and diplomatic channels</p><p>Russian Deputy Foreign Minister Galuzin said that Russia is ready to achieve the goal of special military operations through political and diplomatic channels, and if Western countries and Kyiv authorities lay down their arms and stop shelling Russian cities, then negotiations with Ukraine may be held, TASS reported on the 23rd.</p><p>2. British Defense Secretary: Increase artillery shell production to replace weapons sent to Ukraine</p><p>British Defense Secretary Ben Wallace said on the 22nd local time that Britain has begun to \"warm up\" its weapons production line to replace the weapons shipped to Ukraine and increase the output of artillery shells. In an interview with British media, Wallace said that Britain is training Ukrainian personnel to use Challenger 2 tanks in southwest England. The UK has reportedly given more than 10,000 Ukrainian soldiers basic training in drone operations and has begun training tank units since late January.</p><p>3. Russian Deputy Foreign Minister: Russia's cessation of participation in the New START Treaty will not lead the relevant parties to approach nuclear war</p><p>Russian Deputy Foreign Minister Ryabkov said in a television program on the 22nd local time that Russia's cessation of participation in the New START Treaty will not lead the relevant parties to come close to nuclear war, nor will it change Russia's position on the use of nuclear weapons. Ryabkov also said that it is better to talk to the United States than to refuse to talk to it, but the United States should clearly recognize Russia's determination to act under any conditions.</p><p>Company News</p><p>1. Bill Gates has a new move! Over $900 million stake in the world's second-largest brewer</p><p>On Wednesday, February 22, according to media reports, Bill Gates acquired a minority stake in Heineken Holding NV, the controlling shareholder of the world's second-largest brewer, for about $902 million.</p><p>According to a filing from Dutch watchdog AFM, Gates last week acquired a 3.8% stake in Heineken. He bought 6.65 million shares of Heineken in his personal capacity and another 4.18 million shares through his Bill & Melinda Gates Foundation Trust. The shares are worth 848.2 million euros ($902 million).</p><p>2. Apple's Apple Watch has made a breakthrough in measuring human blood sugar</p><p>Apple is working on a major project dating back to the days of Jobs: non-invasive and continuous blood glucose monitoring using the Apple Watch. The goal of the secret study, dubbed E5, was to successfully measure glucose levels in the human body without needing to prick the skin for blood. According to people familiar with the matter, Apple has made some significant progress in this area recently and thinks it can eventually bring blood glucose monitoring technology to market. If this technological breakthrough is refined, it will be a boon for diabetics and help cement Apple's dominance in healthcare. Adding the monitoring system to the Apple Watch will be Apple's ultimate goal and, if successful, will also make the device a necessity for hundreds of millions of diabetics worldwide.</p><p>3. Musk met with the governor of California and announced<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Engineering headquarters settled in California</p><p>Tesla CEO Musk met with California Governor Gavin Newsom on Wednesday and jointly visited Tesla's engineering headquarters in Palo Alto, California. The two sides are expected to focus on Tesla's efforts to create jobs and expand in the state, the sources said; Tesla will focus on hiring engineers proficient in research and development and artificial intelligence, a program that will help accelerate the development of autonomous driving and<a href=\"https://laohu8.com/S/300024\">Robot</a>Technology.</p><p>4. Microsoft introduces AI chatbot to iPhone and Android version of Bing APP</p><p>Microsoft on Wednesday announced the release of new Bing and Edge preview apps for iPhone and Android, which include new features such as voice search and access to its AI chatbot. In the Bing mobile app, users can click on the Bing icon to start a chat session, and various questions can be asked via text or voice. Users will also be able to access Bing's updated features via the home page of the Edge mobile app.</p><p>5、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It is reported that the use of ChatGPT is restricted company-wide</p><p>JPMorgan Chase has restricted the use of the ChatGPT chatbot for all employees at the company, people familiar with the matter said. It is reported that this move was not triggered by any specific incident, but reflects JPMorgan Chase's normal restrictions on third-party software. A consulting giant with more than 700,000 employees<a href=\"https://laohu8.com/S/ACN\">Accenture</a>Employees have been warned not to expose customer information to ChatGPT.</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>Last night and this morning | The Federal Reserve hawked, and S&P lost four consecutive losses! The meeting rarely alerted U.S. stocks to this risk</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 Federal Reserve hawked, and S&P lost four consecutive losses! The meeting rarely alerted U.S. stocks to this risk\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-02-23 07:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① The minutes of the Federal Reserve said that the rate hike would continue. Overnight, the three major U.S. stock indexes had mixed gains and losses, and S&P fell for four consecutive days; ② Bill Gates spent $902 million to acquire<a href=\"https://laohu8.com/S/0O26.UK\">Heineken Beer</a>Shares; ③ Russia says it is ready to achieve the goals of special military operations through political and diplomatic channels. Overseas Quotes</p><p>1. The Federal Reserve's minutes reiterate its tough stance. U.S. stocks are mixed, and S&P has lost four consecutive losses</p><p>U.S. stocks closed mixed Wednesday, with the S&P 500 falling for the fourth straight session. The Federal Reserve releases the minutes of its February monetary policy meeting, at which all Fed officials who served on the voting committee voted for rate hike by 25 basis points. But a handful of non-voters wanted rate hike 50 basis points to demonstrate greater determination to reduce inflation. The minutes of this meeting gave a rare hint of the risk of overvaluation of U.S. stocks. They wrote that Fed officials participating in the meeting judged that the pressure on asset valuation was still significant. At the same time, several Fed officials stressed that the lengthy negotiations to raise the debt ceiling may pose significant risks to the US financial system and the broader economy.</p><p>By the close, the Dow Jones was down 0.26%, the S&P 500 was down 0.16% and the Nasdaq was up 0.13%. Big tech stocks mostly fell,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>Facebook,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Down slightly;<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>rose by more than 1%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Small upside. Energy stocks were lower across the board,<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>It fell by more than 2%,<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>、<a href=\"https://laohu8.com/S/SLB\">Schlumberger</a>It fell by more than 1%,<a href=\"https://laohu8.com/S/CVX\">Chevron</a>Down slightly.</p><p>2. Popular Chinese stocks have mixed ups and downs<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Dropped more than 1%</p><p>Popular Chinese stocks were mixed, with the Nasdaq China Golden Dragon Index rising 0.26%.<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>rose by more than 2%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/NTES\">Netease</a>It rose more than 1%.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It fell more than 2%, JD.COM and Pinduoduo fell more than 1%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>。</p><p>3. Major European stock indexes closed mixed, and Germany's DAX30 index rose 0.01%</p><p>The main indexes of European stocks closed mixed Wednesday, with Germany's DAX30 index rising 0.01%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index fell 0.59%, France's CAC40 index fell 0.13% and the European Stoxx 50 index fell 0.18%.</p><p>4. Oil prices fell by about 3%, hitting a new low in more than two weeks. US gas once rose by 11%, leaving the low of nearly two and a half years</p><p>Investors are worried that the continued rate hike of European and American central banks will slow down the economy and drag down oil demand. Oil prices fell for two consecutive days and closed at a daily low. WTI April crude oil futures closed down $2.41, or 3.15%, at $73.95/barrel, falling below $74. Brent April crude oil futures closed down $2.45, or 2.95%, at $80.60/barrel, both refreshing the low of more than two weeks since February 6th.</p><p>The European benchmark Dutch TTF natural gas futures rose by 5% and rose above the integer of 50 euros/MWh, leaving a new low of one and a half years. ICE UK natural gas opened 3% in late trading, and also rose 5% in intraday trading and stood firm above 120p/kcal. The EU carbon tax fell from a new high.</p><p>U.S. NYMEX March natural gas futures rose 11% and closed up nearly 5%, off the nearly two-and-a-half-year low set yesterday. Earlier in the day, the contract fell below $2 for the first time since September 2020, and traders gave up hope that extreme cold weather would boost demand.</p><p>5. Gold futures fell for three consecutive days and hit a new low in nearly two months. After FOMC minutes, spot gold expanded its decline</p><p>COMEX April gold futures closed down about 0.1% at $1,841.50/oz, falling for three consecutive days and hitting a nearly two-month low since December last year.</p><p>Before the release of FOMC minutes, the decline of spot gold expanded to 0.3%, once falling below the integer of $1,830, close to the lowest since January 6th. Following the release of the minutes, gold's decline extended to a fresh daily low of 0.6%, falling below $1,830 and nearing a seven-week low.</p><p>Macro News</p><p>1. Minutes of the Federal Reserve meeting: Further rate hike has become a consensus There are more hawkish voices in the non-voting committee</p><p>On Wednesday (February 22nd), the Federal Reserve released the minutes of the monetary policy meeting of the Federal Open Market Committee (FOMC) from January 31st to February 1st.</p><p>The minutes show that all Fed officials who served on voting committees at the meeting voted for rate hike by 25 basis points, raising the Federal Funds rate target range to between 4.50% and 4.75%. However, the minutes noted that not all officials supported the resolution, and a few non-voting committees wanted rate hike 50 basis points to show greater determination to reduce inflation.</p><p>Overall, officials generally agree that there are signs that U.S. inflation is falling back, but not enough to make them decide to stop rate hike and that \"continued rate hike is necessary.\" If the pace of inflation slowing stalled, they would be open to the question of \"how high interest rates will eventually rise.\"</p><p>2. Major benefits! OPEC's second largest oil producer announced that it will allow direct settlement of Chinese goods in RMB</p><p>According to several media reports, on Wednesday (February 22nd) local time, the Central Bank of Iraq said that it plans to allow trade with China to be settled directly in RMB. The bank also said in the statement that as part of its plan, it may increase its<a href=\"https://laohu8.com/S/601988\">Bank of China</a>The balance in the RMB account.</p><p>Economic Adviser to the government of Iraq<a href=\"https://laohu8.com/S/MCO\">Moody's</a>Mudhir Salih told the media that all along, Iraqi imports from China have only been settled in US dollars, which is the first time that imports from China have been settled in RMB.</p><p>3. 1442 flights in the United States have been cancelled due to the winter storm</p><p>According to US media reports on February 22nd local time, due to the winter storm, according to the data of flight tracking website FlightAware, as of 2: 30 pm EST on the 22nd, a total of 1,442 flights in the United States were cancelled. Minneapolis-St. Paul International Airport, Denver International Airport and Detroit Metropolitan Wayne County Airport were the worst affected, as were Chicago O'Hare International Airport, Toronto Pearson International Airport and Milwaukee Mitchell International Airport, according to FlightAware.</p><p>4. \"Eagle King\" Bullard: The Federal Reserve is hopeful to beat inflation this year and not cause a recession</p><p>On Wednesday (February 22nd) local time, St. Louis Fed President Bullard said that the US economy is more resilient than expected, and the Fed should continue its rate hike this year to avoid repeating the mistakes of the 1970s. He is confident that the Fed will beat inflation this year and thinks rate hike will not cause a recession.</p><p>Situation between Russia and Ukraine</p><p>1. Russia says it is ready to achieve the goal of special military operation through political and diplomatic channels</p><p>Russian Deputy Foreign Minister Galuzin said that Russia is ready to achieve the goal of special military operations through political and diplomatic channels, and if Western countries and Kyiv authorities lay down their arms and stop shelling Russian cities, then negotiations with Ukraine may be held, TASS reported on the 23rd.</p><p>2. British Defense Secretary: Increase artillery shell production to replace weapons sent to Ukraine</p><p>British Defense Secretary Ben Wallace said on the 22nd local time that Britain has begun to \"warm up\" its weapons production line to replace the weapons shipped to Ukraine and increase the output of artillery shells. In an interview with British media, Wallace said that Britain is training Ukrainian personnel to use Challenger 2 tanks in southwest England. The UK has reportedly given more than 10,000 Ukrainian soldiers basic training in drone operations and has begun training tank units since late January.</p><p>3. Russian Deputy Foreign Minister: Russia's cessation of participation in the New START Treaty will not lead the relevant parties to approach nuclear war</p><p>Russian Deputy Foreign Minister Ryabkov said in a television program on the 22nd local time that Russia's cessation of participation in the New START Treaty will not lead the relevant parties to come close to nuclear war, nor will it change Russia's position on the use of nuclear weapons. Ryabkov also said that it is better to talk to the United States than to refuse to talk to it, but the United States should clearly recognize Russia's determination to act under any conditions.</p><p>Company News</p><p>1. Bill Gates has a new move! Over $900 million stake in the world's second-largest brewer</p><p>On Wednesday, February 22, according to media reports, Bill Gates acquired a minority stake in Heineken Holding NV, the controlling shareholder of the world's second-largest brewer, for about $902 million.</p><p>According to a filing from Dutch watchdog AFM, Gates last week acquired a 3.8% stake in Heineken. He bought 6.65 million shares of Heineken in his personal capacity and another 4.18 million shares through his Bill & Melinda Gates Foundation Trust. The shares are worth 848.2 million euros ($902 million).</p><p>2. Apple's Apple Watch has made a breakthrough in measuring human blood sugar</p><p>Apple is working on a major project dating back to the days of Jobs: non-invasive and continuous blood glucose monitoring using the Apple Watch. The goal of the secret study, dubbed E5, was to successfully measure glucose levels in the human body without needing to prick the skin for blood. According to people familiar with the matter, Apple has made some significant progress in this area recently and thinks it can eventually bring blood glucose monitoring technology to market. If this technological breakthrough is refined, it will be a boon for diabetics and help cement Apple's dominance in healthcare. Adding the monitoring system to the Apple Watch will be Apple's ultimate goal and, if successful, will also make the device a necessity for hundreds of millions of diabetics worldwide.</p><p>3. Musk met with the governor of California and announced<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Engineering headquarters settled in California</p><p>Tesla CEO Musk met with California Governor Gavin Newsom on Wednesday and jointly visited Tesla's engineering headquarters in Palo Alto, California. The two sides are expected to focus on Tesla's efforts to create jobs and expand in the state, the sources said; Tesla will focus on hiring engineers proficient in research and development and artificial intelligence, a program that will help accelerate the development of autonomous driving and<a href=\"https://laohu8.com/S/300024\">Robot</a>Technology.</p><p>4. Microsoft introduces AI chatbot to iPhone and Android version of Bing APP</p><p>Microsoft on Wednesday announced the release of new Bing and Edge preview apps for iPhone and Android, which include new features such as voice search and access to its AI chatbot. In the Bing mobile app, users can click on the Bing icon to start a chat session, and various questions can be asked via text or voice. Users will also be able to access Bing's updated features via the home page of the Edge mobile app.</p><p>5、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It is reported that the use of ChatGPT is restricted company-wide</p><p>JPMorgan Chase has restricted the use of the ChatGPT chatbot for all employees at the company, people familiar with the matter said. It is reported that this move was not triggered by any specific incident, but reflects JPMorgan Chase's normal restrictions on third-party software. A consulting giant with more than 700,000 employees<a href=\"https://laohu8.com/S/ACN\">Accenture</a>Employees have been warned not to expose customer information to ChatGPT.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"161125":"标普500","QID":"两倍做空纳斯达克指数ETF-ProShares","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","BK4504":"桥水持仓","SQQQ":"纳指三倍做空ETF","SDOW":"三倍做空道指30ETF-ProShares","SPY":"标普500ETF","UDOW":"三倍做多道指30ETF-ProShares",".DJI":"道琼斯","SDS":"两倍做空标普500 ETF-ProShares","OEX":"标普100","BK4550":"红杉资本持仓","QQQ":"纳指100ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112793785","content_text":"摘要：①美联储纪要称将继续加息，隔夜美股三大股指涨跌不一，标普连跌四日；②比尔·盖茨花费9.02亿美元收购喜力啤酒股份；③俄称已做好准备通过政治和外交途径实现特别军事行动目标。海外行情1、美联储纪要重申强硬立场美股涨跌互现标普四连跌美股周三收盘涨跌不一，标普500指数连续第四个交易日下跌。美联储公布2月货币政策会议纪要，在上次会议上，所有担任票委的美联储官员都投票支持加息25个基点。但有少数非票委希望加息50个基点，以展示出更大的、降通胀的决心。这份会议纪要罕见地提示了美股估值过高的风险，其中写道，参会的美联储官员判断，资产估值压力依然显著。同时，多名美联储官员强调，上调债务上限的漫长谈判，可能对美国金融系统和更广泛的经济构成重大风险。截止收盘，道琼斯指数跌0.26%，标普500指数跌0.16%，纳斯达克指数涨0.13%。大型科技股多数下跌，奈飞、谷歌、脸书、微软小幅下跌；亚马逊涨超1%，苹果小幅上涨。能源股全线走低，西方石油跌超2%，埃克森美孚、康菲石油、斯伦贝谢跌超1%，雪佛龙小幅下跌。2、热门中概股涨跌不一京东、拼多多跌超1%热门中概股涨跌不一，纳斯达克中国金龙指数涨0.26%。唯品会涨超2%，哔哩哔哩、爱奇艺、蔚来、网易涨超1%。百度、理想汽车跌超2%，京东、拼多多跌超1%，微博、阿里巴巴、小鹏汽车。3、欧洲主要股指收盘涨跌不一德国DAX30指数涨0.01%欧股主要指数周三收盘涨跌不一，德国DAX30指数涨0.01%，英国富时100指数跌0.59%，法国CAC40指数跌0.13%，欧洲斯托克50指数跌0.18%。4、油价跌约3%齐创逾两周新低 美气一度涨11%脱离近两年半低位投资者担心欧美央行继续加息会令经济减速、拖累油需，油价连跌两日并收于日低。WTI 4月原油期货收跌2.41美元，跌幅3.15%，报73.95美元/桶，失守74美元。布伦特4月原油期货收跌2.45美元，跌幅2.95%，报80.60美元/桶，均刷新2月6日以来的逾两周低位。欧洲基准的荷兰TTF天然气期货盘中涨5%并升破50欧元/兆瓦时整数位，脱离一年半新低。ICE英国天然气尾盘张3%，盘中也涨5%并站稳120便士/千卡上方。欧盟碳税跌离新高。美国NYMEX 3月天然气期货盘中涨11%，收涨近5%，脱离昨日所创的近两年半低位。当日稍早该合约自2020年9月以来首次跌破2美元，交易员放弃了对出现极寒天气提振需求的希望。5、期金连跌三日再创近两个月新低 FOMC纪要后现货黄金扩大跌幅COMEX 4月黄金期货收跌约0.1%，报1841.50美元/盎司，连跌三日、再创去年12月以来的近两个月低位。在FOMC纪要发布前，现货黄金跌幅扩大至0.3%，一度失守1830美元整数位，接近1月6日以来最低。纪要发布后，黄金跌幅扩大至0.6%刷新日低，跌破1830美元，接近七周低位。宏观新闻1、美联储会议纪要：需进一步加息已成共识 非票委中有更鹰派的声音周三（2月22日）美股盘中，美联储公布了1月31日至2月1日的联邦公开市场委员会（FOMC）货币政策会议纪要。纪要显示，会议上所有担任票委的美联储官员都投票支持加息25个基点，将联邦基金利率目标区间上调到4.50%至4.75%之间。不过纪要指出，并非所有的官员都支持这一决议，有少数非票委希望加息50个基点，以展示出更大的、降通胀的决心。总体来看，官员们普遍认为，有迹象表明美国通胀正在回落，但程度不足以令他们决定停止加息，“继续加息是必要的。”如果通胀放缓的速度停滞，他们将对“利率最终升至多高”这一问题持开放态度。2、重大利好！欧佩克第二大产油国宣布：允许以人民币直接结算中国商品综合多家媒体报道，当地时间周三（2月22日），伊拉克中央银行表示，计划允许与中国的贸易直接以人民币结算。该行还在声明中说，作为计划的一部分，该行未来可能会提高其在中国银行人民币账户中的余额。伊拉克政府经济顾问穆迪尔·萨利赫（Mudhir Salih）告诉媒体，一直以来，伊拉克从中国进口商品都只用美元结算，这是首次以人民币结算来自中国的进口商品。3、受冬季风暴影响 美国已有1442架次航班被取消据美国媒体当地时间2月22日报道，受冬季风暴的影响，根据航班跟踪网站FlightAware的数据，截至美国东部时间22日下午2时30分，全美共有1442架次航班被取消。据FlightAware称，明尼阿波利斯-圣保罗国际机场、丹佛国际机场和底特律大都会韦恩县机场受影响最严重，芝加哥奥黑尔国际机场、多伦多皮尔逊国际机场和密尔沃基米切尔国际机场也受到影响。4、“鹰王”布拉德：美联储今年很有希望战胜通胀 并且不会造成衰退当地时间周三（2月22日），圣路易斯联储主席布拉德表示，美国经济比预期更有弹性，美联储今年应继续加息，以免重蹈上世纪70年代的覆辙。他对美联储今年战胜通胀很有信心，并且认为加息不会造成经济衰退。俄乌局势1、俄称已做好准备通过政治和外交途径实现特别军事行动目标据塔斯社23日报道，俄罗斯外交部副部长加卢津表示，俄罗斯对通过政治和外交途径实现特别军事行动目标已经做好了准备，如果西方国家和基辅当局放下武器，停止炮击俄罗斯城市，那么与乌克兰的谈判就可能举行。2、英国国防大臣：将增加炮弹产量 更换送至乌克兰的武器英国国防大臣本·华莱士当地时间22日表示，英国已开始“预热”其武器生产线，以更换运送至乌克兰的武器，同时增加炮弹的产量。华莱士在接受英媒采访时称，英国正在英格兰西南部培训乌克兰人员使用“挑战者2”坦克。据报道，英国已经对10000多名乌克兰士兵进行了无人机作战的基本培训，并且自1月下旬以来开始对坦克部队进行培训。3、俄副外长：俄方停止参与《新削减战略武器条约》不会导致相关方接近核战争俄罗斯外交部副部长里亚布科夫当地时间22日在参加一档电视节目时表示，俄方停止参与《新削减战略武器条约》并不会导致相关方接近核战争，同时也不会改变俄方在使用核武器问题上的立场。里亚布科夫还表示，与美国进行对话好过拒绝与其对话，但美方应该清楚认识到俄罗斯在任何条件下采取行动的决心。公司新闻1、比尔·盖茨又有新动作！超9亿美元入股世界第二大啤酒制造商2月22日周三，据媒体报道，比尔·盖茨以约9.02亿美元的价格收购了世界第二大酿酒商控股股东喜力（Heineken Holding NV）的少数股权。根据荷兰监督管理机构AFM的一份文件，盖茨上周获得了喜力3.8%的股份。他以个人身份购买了喜力控股665万股股票，并通过旗下的比尔及梅琳达盖茨基金会信托基金购买了另外418万股。这些股票的价值达8.482亿欧元（9.02亿美元）。2、苹果的Apple Watch在测量人体血糖方面取得突破性进展苹果公司正在进行一个可以追溯到乔布斯时代的重大项目：使用Apple Watch实现无创和持续的血糖监测。这项被称为E5的秘密研究的目标是在不需要刺破皮肤取血的情况下，成功测量人体内的葡萄糖含量。据知情人士透露，苹果公司最近在这一领域取得了一些重大进展，并认为它最终可以将血糖监测技术推向市场。如果此次技术突破得到完善，对糖尿病患者来说将是一个福音，并有助于巩固苹果在医疗保健领域的霸主地位。将监测系统添加到Apple Watch上将是苹果公司的最终目标，如果成功，也将使该设备成为全球上亿糖尿病患者的必需品。3、马斯克会见加州州长 并宣布特斯拉工程总部落户加州特斯拉CEO马斯克周三会见了加州州长Gavin Newsom，并共同参观了特斯拉位于加州帕洛阿托的工程总部。消息人士称，预计双方将重点讨论特斯拉在该州创造就业和扩张方面的努力；特斯拉将集中招聘精通研究开发和人工智能的工程师，该计划将有助于加速开发自动驾驶和机器人技术。4、微软将AI聊天机器人引入iPhone和安卓版必应APP微软周三宣布为iPhone和Android发布新的必应和Edge预览版应用程序，其中包括语音搜索和访问其AI聊天机器人等新功能。在必应移动应用程序中，用户可以点击必应图标开始聊天会话，可以通过文本或语音提出各种问题。用户还将能够通过Edge移动应用程序的主页访问必应的更新功能。5、摩根大通据悉在全公司范围限制使用ChatGPT知情人士称，摩根大通已限制公司所有员工使用ChatGPT聊天机器人。据悉，此举并非由任何具体事件引发，而是反映了摩根大通对第三方软件的正常限制。拥有70多万名员工的咨询巨头埃森哲已警告员工不要将客户信息暴露在ChatGPT中。","news_type":1,"symbols_score_info":{"161125":0.9,"OEF":0.9,".DJI":0.9,"SQQQ":0.9,"NQmain":0.9,"SDOW":0.9,"SPY":0.9,"UDOW":0.9,"SPXU":0.9,"QID":0.9,".IXIC":0.9,"SDS":0.9,".SPX":0.9,"ESmain":0.9,"QQQ":0.9,"MNQmain":0.9,"OEX":0.9,"QLD":0.9}},"isVote":1,"tweetType":1,"viewCount":3764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954339599,"gmtCreate":1675988408212,"gmtModify":1675988411751,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954339599","repostId":"1179489251","repostType":4,"repost":{"id":"1179489251","kind":"news","pubTimestamp":1675916919,"share":"https://ttm.financial/m/news/1179489251?lang=en_US&edition=fundamental","pubTime":"2023-02-09 12:28","market":"us","language":"zh","title":"Disney's streaming media can't rise either","url":"https://stock-news.laohu8.com/highlight/detail?id=1179489251","media":"真探AlphaSeeker ","summary":"在上个季度交出一份堪称惨淡的财报后，迪士尼从内到外经历了一番“大换血”——老将罗伯特·艾格回归，替换掉时任CEO鲍勃·查佩克，解雇了查佩克亲信丹尼尔，同时公司业务架构和策略方向也将重新调整。今日早间，","content":"<p><html><head></head><body>After handing over a dismal financial report last quarter, Disney underwent a \"big change\" from the inside out-veteran Robert Iger returned, replaced then CEO Bob Chapek, fired Chapek's crony Daniel, and the company's business structure and strategic direction will also be readjusted.</p><p>Early this morning, Disney released Iger's first financial report after his return, and announced specific adjustment plans such as restructuring of streaming media business, cost control and layoffs. The financial report shows:</p><p><ul><li>In the first fiscal quarter of fiscal 2023, or the fourth quarter of 2022, Disney's revenue was 23.51 billion, up 8% year-over-year and ahead of market expectations of 23.37 billion; The overall operating profit was US$3.043 billion, representing a year-on-year decrease of 7%, and the overall operating profit margin was 12.94%; Realized a net profit of US$1.361 billion, with a net profit margin of 5.79%; Diluted earnings per share were $0.7, up from $0.63 in the year-ago quarter.</p><p></li><li>As of the end of the reporting period, the number of Disney + subscriptions was 161.8 million, a decrease of 2.4 million from 164.2 million in the previous quarter, which is the first time that Disney + has experienced a decrease in subscriptions since its launch.</p><p></li><li>On the earnings call, management announced what's next for Disney:<b>Planned layoffs of 7,000 jobs will shrink costs by $5.5 billion</b>($3 billion in content costs, $2.5 billion in non-content costs)<b>； Following Netflix, Disney is also no longer offering a metric of subscriber count expectations, while reaffirming its streaming profitability target for 2024.</b></p><p></li></ul><img src=\"https://static.tigerbbs.com/5d386f82ed444763910410251431340c\" tg-width=\"1080\" tg-height=\"554\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>This financial report is not only a test of Iger's preliminary reform results, but also reveals that Disney's development focus has shifted from seeking growth to seeking profit. After a series of cost reduction and efficiency improvement measures were launched, the capital market immediately gave positive feedback: as soon as the financial report was released, Disney's U.S. stocks rose by more than 8.1% after hours.</p><p><img src=\"https://static.tigerbbs.com/7ad935920cd27ad86d640737379ae767\" tg-width=\"1080\" tg-height=\"100\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Financial Report Detailed Explanation: Theme Parks Lead, Streaming Media, Content Sales Loss</b></p><p>Disney's total revenue consists of four components: cable network, streaming media, content sales/licensing (formerly film and television entertainment), theme parks and consumer products derivatives. The financial details of each segment are as follows:</p><p><img src=\"https://static.tigerbbs.com/85320c303544d1be9626d5ca7ffbb504\" tg-width=\"1080\" tg-height=\"520\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>During the quarter, cable networks achieved revenue of $7.293 billion, down 5% year over year, and operating income of $1.255 billion, down 16% year over year. The earnings report mentioned that the decline in revenue was due to the decrease in advertising revenue, the adverse impact of foreign exchange and the decline in affiliate revenue.</p><p>As Disney's key development business, streaming media business still can't get rid of the quagmire of \"losses\". In the fourth quarter of 2022, it achieved revenue of $5.307 billion, up 13% year-over-year, and operating loss increased by $500 million to $1.053 billion. Loss improved by 78% year-over-year, but it was better than the company's management expectations. According to the financial report, the growth of streaming media business is more driven by ESPN +. The high production cost and low advertising revenue of Disney + and Hulu are the main reasons for the loss of streaming media.</p><p>Content sales/licensing and other income (formerly film and television entertainment) earned revenue of US$2.46 billion in the fourth quarter, basically the same as the same period last year, but operating loss increased by US$114 million to US$212 million, with a loss of over 100% year-on-year. The increase in losses was attributable to lower TV/SVOD distribution results and reduced film releases and sales.</p><p>In the fourth quarter of 2021, Disney released seven films, including Spider-Man: No Way Home, West Side Story and Full House. By the fourth quarter of 2022, the number of films released decreased significantly, with only three films, Avatar 2, Strange World and Black Panther 2, and in terms of performance, only Black Panther 2 supported the main revenue.</p><p>Disney's animation \"Strange World\" failed at the box office and word-of-mouth, and it is expected to lose 100 million USD after combining the production and publicity costs; At present, the global box office of Avatar 2 is USD 2.177 billion, and the Chinese market contributes one tenth. This is Disney's highest box office film after the epidemic. However, because it was released in mid-December, it has a limited revenue bonus during the reporting period. As the final work of the fourth stage of Marvel, Black Panther 2 has continued to rise in the global box office after its release in November. At present, the total box office has reached $843 million, boosting the Marvel Cinematic Universe to $30 billion.</p><p>However, Black Panther 2, as the first Marvel work to return to the mainland after a gap of three and a half years, performed far less than expected in China.<b>On the one hand, Marvel has been absent in the mainland for a long time, the audience's viewing continuity and emotional stickiness have been broken, and the \"feelings\" effect has failed; On the other hand, with the increase of the audience threshold, it is difficult for the content of pure special effects to impress the audience. Therefore, if Marvel wants to win back the Chinese market, it still needs to innovate at the level of story and narrative structure.</b>In addition, Black Panther 2 has landed on streaming media before its domestic release, which also caused the loss of some Chinese audiences.</p><p><img src=\"https://static.tigerbbs.com/b151f73e649044ca6981a04c73f9fa0b\" tg-width=\"1080\" tg-height=\"589\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>\"Avatar 2\"</p><p>The theme park business, which is Disney's \"cash cow\", continued to maintain its growth trend this quarter. During the reporting period, it achieved revenue of US$8.776 billion, a year-on-year increase of 21%, and operating income of US$3.053 billion, a year-on-year increase of 25%. The increase was mainly attributable to the increase in the number of visitors and ticket revenue. With the continuous liberalization of domestic epidemic policies and the arrival of Disney's 100th anniversary, theme parks will continue to grow strongly, and the contribution of Shanghai Disneyland will gradually emerge. After Shanghai Disney resumed its opening in December last year, the search volume of Disney visitors from different places rose by more than 900%.</p><p>Whether it is the return of Hollywood blockbusters or the growth of Disney theme parks, the Chinese market still plays an important role in the contribution of these two businesses. At the same time, Iger's return also indicates that it will focus on the Chinese market. American entertainment media Deadline reported that several Hollywood executives expressed hope that Iger can repair the relationship between Hollywood and the Chinese market.</p><p><img src=\"https://static.tigerbbs.com/67f3a32f8240b34e8f7f988d2beacabf\" tg-width=\"1080\" tg-height=\"100\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Layoffs and cost reduction, advertising revenue increase, Disney's new profit strategy</b></p><p>In November, Iger announced at his first all-staff meeting since his return that he would prioritize creativity and pursue corporate profitability over subscription growth. Disney + streaming business was a \"glorious stroke\" written by Iger when he retired, and the first knife of his reform after returning to his job was also swung to streaming media.</p><p>On the one hand, the streaming business was restructured, the original DMED division (Disney Entertainment and Media Distribution) was dissolved, and the corporate structure was divided into three components: Entertainment (streaming and media business), ESPN (TV network and ESPN + streaming service), and Parks (theme parks and spin-offs). On the other hand, profitability has become the core goal of the whole company, including but not limited to layoffs, reducing content expenditure, and developing advertising business to achieve cost reduction and efficiency improvement.</p><p>As the number of streaming media users reaches the growth ceiling, it is difficult to maintain its advantage simply by throwing money and relying on blood transfusion, and Disney has begun to give up the idea of burning money for growth.<b>Reduce content spending and open up content sales channels.</b></p><p><img src=\"https://static.tigerbbs.com/ff81a864d5b0aeefed987984dfbeb9b0\" tg-width=\"1080\" tg-height=\"486\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As of June last year, Disney's total number of streaming media subscriptions reached 221.1 million, surpassing streaming media giant Netflix in only five years. Behind the rapid growth of subscriptions are all kinds of money-burning floods. According to the data, from 2018 to 2022, Disney's total investment in content reached 114.4 billion dollars. According to the statistics of Wall Street Journal, since the launch of Disney +, Disney's streaming media business has lost more than 8 billion dollars.</p><p>Now, Disney has announced a $3 billion reduction in content costs, and Iger also mentioned in the earnings call,<b>It will scrutinize all costs on television and movies, and Disney has cut about $1 billion in costs since last quarter.</b></p><p>In addition to the high content cost, in order to enhance the competitiveness of streaming media business, in the past two years, Disney shortened the window period of cinema movies and exclusively launched streaming media in exchange for growth. For example, \"Black Widow\", which caused controversy earlier, chose to be released online and offline at the same time; Pixar Animation \"1/2 Magic\" is released for streaming more than half a year ahead of schedule; Black Panther 2 was released in China on Feb. 7, but it hit Disney + on Feb. 1. The exclusive release of high-quality films has indeed brought user growth to streaming media, but it has also sacrificed the real money box office and copyright revenue brought by film and television copyright.</p><p>Before the release of the financial report, Disney also released a signal to open content sales channels.<b>Bloomberg reported that Disney is studying the possibility of selling more movies and TV shows, and licensing some of its content library to external sources to increase revenue.</b></p><p><img src=\"https://static.tigerbbs.com/4761608ab8a83244d67c78a3abc156a1\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>In addition, when the income brought by a single user growth is difficult to cover high investment, overseas streaming media unanimously choose to develop advertising business to increase income.</b>Netflix launched a subscription plan with ads in November of last year; Then in December, Disney + also launched an advertising version of the service. The service with advertising charged $7.99 per month, and the service without advertising charged $10.99 per month. Business Insider reports that Apple is also looking for an ad sales executive for Apple TV + to fill high content costs with advertising Business.</p><p>The implementation of advertising subscription plan can not only attract new users who want to watch content at low prices, but also gain the favor of advertisers. The revenue model of \"membership + advertising\" also increases the profit certainty to a certain extent. Regarding the implementation results of the current advertising plan, Disney President Rita Ferro said that more than 100 advertisers, from Mattel to Marriott Hotels, have participated in the new plan. However, due to the limited role of advertising during the reporting period, the specific amount of increase can be brought will not be answered until the next few quarters.</p><p>Although Netflix, Amazon, Disney, Apple and other streaming media are all making efforts or trying to make efforts in advertising business, in contrast, Disney's advertising still has its constraints. Disney + mostly focuses on family content, and there are correspondingly more restrictions on advertising categories and duration. Moreover, after joining the advertising business, the task of Disney platform is not only to simply make content to meet the needs of users, but also to balance the needs of advertisers and user satisfaction, which also puts forward higher requirements for the platform.</p><p>On the occasion of its 100th birthday, Disney is inevitably experiencing \"internal and external troubles\", facing internal profit problems, and the competition of external streaming media has entered a fierce stage. Iger's return as the \"helmsman\" who knows Disney best has also added some certainty to the change of global streaming media hegemony.</p><p></body></html></p>","source":"lsy1630457571390","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>Disney's streaming media can't rise either</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\">\nDisney's streaming media can't rise either\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">真探AlphaSeeker </strong><span class=\"h-time small\">2023-02-09 12:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>After handing over a dismal financial report last quarter, Disney underwent a \"big change\" from the inside out-veteran Robert Iger returned, replaced then CEO Bob Chapek, fired Chapek's crony Daniel, and the company's business structure and strategic direction will also be readjusted.</p><p>Early this morning, Disney released Iger's first financial report after his return, and announced specific adjustment plans such as restructuring of streaming media business, cost control and layoffs. The financial report shows:</p><p><ul><li>In the first fiscal quarter of fiscal 2023, or the fourth quarter of 2022, Disney's revenue was 23.51 billion, up 8% year-over-year and ahead of market expectations of 23.37 billion; The overall operating profit was US$3.043 billion, representing a year-on-year decrease of 7%, and the overall operating profit margin was 12.94%; Realized a net profit of US$1.361 billion, with a net profit margin of 5.79%; Diluted earnings per share were $0.7, up from $0.63 in the year-ago quarter.</p><p></li><li>As of the end of the reporting period, the number of Disney + subscriptions was 161.8 million, a decrease of 2.4 million from 164.2 million in the previous quarter, which is the first time that Disney + has experienced a decrease in subscriptions since its launch.</p><p></li><li>On the earnings call, management announced what's next for Disney:<b>Planned layoffs of 7,000 jobs will shrink costs by $5.5 billion</b>($3 billion in content costs, $2.5 billion in non-content costs)<b>； Following Netflix, Disney is also no longer offering a metric of subscriber count expectations, while reaffirming its streaming profitability target for 2024.</b></p><p></li></ul><img src=\"https://static.tigerbbs.com/5d386f82ed444763910410251431340c\" tg-width=\"1080\" tg-height=\"554\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>This financial report is not only a test of Iger's preliminary reform results, but also reveals that Disney's development focus has shifted from seeking growth to seeking profit. After a series of cost reduction and efficiency improvement measures were launched, the capital market immediately gave positive feedback: as soon as the financial report was released, Disney's U.S. stocks rose by more than 8.1% after hours.</p><p><img src=\"https://static.tigerbbs.com/7ad935920cd27ad86d640737379ae767\" tg-width=\"1080\" tg-height=\"100\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Financial Report Detailed Explanation: Theme Parks Lead, Streaming Media, Content Sales Loss</b></p><p>Disney's total revenue consists of four components: cable network, streaming media, content sales/licensing (formerly film and television entertainment), theme parks and consumer products derivatives. The financial details of each segment are as follows:</p><p><img src=\"https://static.tigerbbs.com/85320c303544d1be9626d5ca7ffbb504\" tg-width=\"1080\" tg-height=\"520\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>During the quarter, cable networks achieved revenue of $7.293 billion, down 5% year over year, and operating income of $1.255 billion, down 16% year over year. The earnings report mentioned that the decline in revenue was due to the decrease in advertising revenue, the adverse impact of foreign exchange and the decline in affiliate revenue.</p><p>As Disney's key development business, streaming media business still can't get rid of the quagmire of \"losses\". In the fourth quarter of 2022, it achieved revenue of $5.307 billion, up 13% year-over-year, and operating loss increased by $500 million to $1.053 billion. Loss improved by 78% year-over-year, but it was better than the company's management expectations. According to the financial report, the growth of streaming media business is more driven by ESPN +. The high production cost and low advertising revenue of Disney + and Hulu are the main reasons for the loss of streaming media.</p><p>Content sales/licensing and other income (formerly film and television entertainment) earned revenue of US$2.46 billion in the fourth quarter, basically the same as the same period last year, but operating loss increased by US$114 million to US$212 million, with a loss of over 100% year-on-year. The increase in losses was attributable to lower TV/SVOD distribution results and reduced film releases and sales.</p><p>In the fourth quarter of 2021, Disney released seven films, including Spider-Man: No Way Home, West Side Story and Full House. By the fourth quarter of 2022, the number of films released decreased significantly, with only three films, Avatar 2, Strange World and Black Panther 2, and in terms of performance, only Black Panther 2 supported the main revenue.</p><p>Disney's animation \"Strange World\" failed at the box office and word-of-mouth, and it is expected to lose 100 million USD after combining the production and publicity costs; At present, the global box office of Avatar 2 is USD 2.177 billion, and the Chinese market contributes one tenth. This is Disney's highest box office film after the epidemic. However, because it was released in mid-December, it has a limited revenue bonus during the reporting period. As the final work of the fourth stage of Marvel, Black Panther 2 has continued to rise in the global box office after its release in November. At present, the total box office has reached $843 million, boosting the Marvel Cinematic Universe to $30 billion.</p><p>However, Black Panther 2, as the first Marvel work to return to the mainland after a gap of three and a half years, performed far less than expected in China.<b>On the one hand, Marvel has been absent in the mainland for a long time, the audience's viewing continuity and emotional stickiness have been broken, and the \"feelings\" effect has failed; On the other hand, with the increase of the audience threshold, it is difficult for the content of pure special effects to impress the audience. Therefore, if Marvel wants to win back the Chinese market, it still needs to innovate at the level of story and narrative structure.</b>In addition, Black Panther 2 has landed on streaming media before its domestic release, which also caused the loss of some Chinese audiences.</p><p><img src=\"https://static.tigerbbs.com/b151f73e649044ca6981a04c73f9fa0b\" tg-width=\"1080\" tg-height=\"589\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>\"Avatar 2\"</p><p>The theme park business, which is Disney's \"cash cow\", continued to maintain its growth trend this quarter. During the reporting period, it achieved revenue of US$8.776 billion, a year-on-year increase of 21%, and operating income of US$3.053 billion, a year-on-year increase of 25%. The increase was mainly attributable to the increase in the number of visitors and ticket revenue. With the continuous liberalization of domestic epidemic policies and the arrival of Disney's 100th anniversary, theme parks will continue to grow strongly, and the contribution of Shanghai Disneyland will gradually emerge. After Shanghai Disney resumed its opening in December last year, the search volume of Disney visitors from different places rose by more than 900%.</p><p>Whether it is the return of Hollywood blockbusters or the growth of Disney theme parks, the Chinese market still plays an important role in the contribution of these two businesses. At the same time, Iger's return also indicates that it will focus on the Chinese market. American entertainment media Deadline reported that several Hollywood executives expressed hope that Iger can repair the relationship between Hollywood and the Chinese market.</p><p><img src=\"https://static.tigerbbs.com/67f3a32f8240b34e8f7f988d2beacabf\" tg-width=\"1080\" tg-height=\"100\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Layoffs and cost reduction, advertising revenue increase, Disney's new profit strategy</b></p><p>In November, Iger announced at his first all-staff meeting since his return that he would prioritize creativity and pursue corporate profitability over subscription growth. Disney + streaming business was a \"glorious stroke\" written by Iger when he retired, and the first knife of his reform after returning to his job was also swung to streaming media.</p><p>On the one hand, the streaming business was restructured, the original DMED division (Disney Entertainment and Media Distribution) was dissolved, and the corporate structure was divided into three components: Entertainment (streaming and media business), ESPN (TV network and ESPN + streaming service), and Parks (theme parks and spin-offs). On the other hand, profitability has become the core goal of the whole company, including but not limited to layoffs, reducing content expenditure, and developing advertising business to achieve cost reduction and efficiency improvement.</p><p>As the number of streaming media users reaches the growth ceiling, it is difficult to maintain its advantage simply by throwing money and relying on blood transfusion, and Disney has begun to give up the idea of burning money for growth.<b>Reduce content spending and open up content sales channels.</b></p><p><img src=\"https://static.tigerbbs.com/ff81a864d5b0aeefed987984dfbeb9b0\" tg-width=\"1080\" tg-height=\"486\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As of June last year, Disney's total number of streaming media subscriptions reached 221.1 million, surpassing streaming media giant Netflix in only five years. Behind the rapid growth of subscriptions are all kinds of money-burning floods. According to the data, from 2018 to 2022, Disney's total investment in content reached 114.4 billion dollars. According to the statistics of Wall Street Journal, since the launch of Disney +, Disney's streaming media business has lost more than 8 billion dollars.</p><p>Now, Disney has announced a $3 billion reduction in content costs, and Iger also mentioned in the earnings call,<b>It will scrutinize all costs on television and movies, and Disney has cut about $1 billion in costs since last quarter.</b></p><p>In addition to the high content cost, in order to enhance the competitiveness of streaming media business, in the past two years, Disney shortened the window period of cinema movies and exclusively launched streaming media in exchange for growth. For example, \"Black Widow\", which caused controversy earlier, chose to be released online and offline at the same time; Pixar Animation \"1/2 Magic\" is released for streaming more than half a year ahead of schedule; Black Panther 2 was released in China on Feb. 7, but it hit Disney + on Feb. 1. The exclusive release of high-quality films has indeed brought user growth to streaming media, but it has also sacrificed the real money box office and copyright revenue brought by film and television copyright.</p><p>Before the release of the financial report, Disney also released a signal to open content sales channels.<b>Bloomberg reported that Disney is studying the possibility of selling more movies and TV shows, and licensing some of its content library to external sources to increase revenue.</b></p><p><img src=\"https://static.tigerbbs.com/4761608ab8a83244d67c78a3abc156a1\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>In addition, when the income brought by a single user growth is difficult to cover high investment, overseas streaming media unanimously choose to develop advertising business to increase income.</b>Netflix launched a subscription plan with ads in November of last year; Then in December, Disney + also launched an advertising version of the service. The service with advertising charged $7.99 per month, and the service without advertising charged $10.99 per month. Business Insider reports that Apple is also looking for an ad sales executive for Apple TV + to fill high content costs with advertising Business.</p><p>The implementation of advertising subscription plan can not only attract new users who want to watch content at low prices, but also gain the favor of advertisers. The revenue model of \"membership + advertising\" also increases the profit certainty to a certain extent. Regarding the implementation results of the current advertising plan, Disney President Rita Ferro said that more than 100 advertisers, from Mattel to Marriott Hotels, have participated in the new plan. However, due to the limited role of advertising during the reporting period, the specific amount of increase can be brought will not be answered until the next few quarters.</p><p>Although Netflix, Amazon, Disney, Apple and other streaming media are all making efforts or trying to make efforts in advertising business, in contrast, Disney's advertising still has its constraints. Disney + mostly focuses on family content, and there are correspondingly more restrictions on advertising categories and duration. Moreover, after joining the advertising business, the task of Disney platform is not only to simply make content to meet the needs of users, but also to balance the needs of advertisers and user satisfaction, which also puts forward higher requirements for the platform.</p><p>On the occasion of its 100th birthday, Disney is inevitably experiencing \"internal and external troubles\", facing internal profit problems, and the competition of external streaming media has entered a fierce stage. Iger's return as the \"helmsman\" who knows Disney best has also added some certainty to the change of global streaming media hegemony.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/pkWOwbkpNCiD2N52AJTlUQ\">真探AlphaSeeker </a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/24a5c9ee763bdd068795172812d82227","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://mp.weixin.qq.com/s/pkWOwbkpNCiD2N52AJTlUQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179489251","content_text":"在上个季度交出一份堪称惨淡的财报后，迪士尼从内到外经历了一番“大换血”——老将罗伯特·艾格回归，替换掉时任CEO鲍勃·查佩克，解雇了查佩克亲信丹尼尔，同时公司业务架构和策略方向也将重新调整。今日早间，迪士尼发布了艾格回归后的首份财务报告，并宣布了流媒体业务重组、控制成本、裁员等具体的调整计划。财报显示：2023财年第一财季（即2022年第四季度），迪士尼营收235.1亿美元，同比增长8%，高于市场预期的233.7亿美元；实现整体经营利润30.43亿美元，同比上一财年下降7%，整体经营利润率12.94%；实现净利润13.61亿美元，净利润率5.79%；摊薄后每股收益为0.7美元，高于去年同期的0.63美元。截至报告期末，Disney+订阅数为1.618亿，相比上季度的1.642亿减少了240万，这也是Disney+上线以来首次出现订阅数下降的情况。财报电话会议上，管理层宣布了接下来迪士尼的新动态：计划裁员7000人，成本将缩减55亿美元（30亿美元的内容成本、25亿美元的非内容成本）；继奈飞之后，迪士尼也不再提供订阅用户数预期指标，同时重申2024年流媒体盈利的目标。这份财报既是对艾格的初步改革成果检验，也透露出迪士尼的发展重心从求增长转向了求盈利。一系列降本增效措施出击后，资本市场随即给予了正向的反馈：财报一发布，迪士尼美股盘后涨超8.1%。财报详解：主题公园领跑，流媒体、内容销售大幅亏损迪士尼总营收构成共包括四部分：有线网络、流媒体、内容销售/授权（原影视娱乐）、主题公园及消费品衍生。来看下各分部的财务详情：本季度，有线网络实现营收72.93亿美元，同比下降5%，运营收入为12.55亿美元，同比上一财年下降了16%。财报中提到，营收下降的原因在于广告收入减少、外汇不利影响以及联盟收入的下降。流媒体业务作为迪士尼的重点发展业务，仍摆脱不了“亏损”的泥潭。2022年第四季度实现营收53.07亿美元，同比增长13%，运营亏损增长5亿美元，达到10.53亿美元，亏损同比提升78%，但好于公司管理层预期。财报显示，流媒体业务的增长更多是靠ESPN+带动，Disney+与Hulu的高制作成本、低广告收入是造成流媒体亏损的主要原因。内容销售/许可和其他收入（原影视娱乐）在四季度获得24.6亿美元营收，与去年同期基本持平，但运营亏损增加了1.14亿美元，达到2.12亿美元，亏损同比超100%。亏损增加的原因在于电视/SVOD分销结果降低以及影片发行数量和销售额的减少。2021年四季度，迪士尼发行了《蜘蛛侠：英雄无归》《西区故事》《 魔法满屋》等七部影片，到了2022年四季度，影片发行数量大幅减少，仅有《阿凡达2》《奇异世界》与《黑豹2》三部影片，且从表现上看，也只有《黑豹2》撑起了主收入。迪士尼动画《奇异世界》票房、口碑双失利，结合制作、宣发成本后预计亏损1亿美元；《阿凡达2》目前全球票房21.77亿美元，中国市场贡献了十分之一，这是迪士尼疫情后票房最高的影片，不过因是在12月中旬上映，对报告期内的收入加成有限。《黑豹2》作为漫威第四阶段的收官之作，11月份上映后全球票房持续走高，目前总票房达到8.43亿美元，助推漫威电影宇宙向300亿美元再进一步。不过，《黑豹2》作为时隔三年半重返内地的首部漫威作品，在中国的表现远不如预期。这一方面在于漫威在内地缺席已久，观众的观看连续性和情感粘性被打破，“情怀”效应失灵；另一方面，观众阈值提升，单纯特效炫技的内容很难再打动观众，所以漫威想要重新赢回中国市场，还需要在故事、叙事架构层面创新。此外，在国内上映前《黑豹2》就已登陆流媒体，这也造成了部分中国观众的流失。《阿凡达2》主题公园业务是迪士尼的“现金牛”，本季度继续保持了增长态势，报告期内实现营收87.76亿美元，同比增长21%，实现运营收入30.53亿美元，同比增长25%。业绩增长的主要原因在于游客人数和门票收入的增加。随着国内疫情政策的持续放开，以及迪士尼100周年的到来，主题公园将持续延续强劲增长，其中上海迪士尼乐园的贡献作用会逐渐显现。去年12月上海迪士尼恢复开园后，异地游客迪士尼搜索量涨超900%。而无论是好莱坞大片的回归还是迪士尼主题公园的增长，中国市场在这两大业务的贡献上仍有着重要的推力作用，同时，艾格的回归也预示着将会着重发力中国市场。美国娱乐媒体Deadline报道，好莱坞多位高管表示，希望艾格可以修复好莱坞与中国市场的关系。裁员降本、广告增收，迪士尼盈利新招去年11月份，艾格在回归后的首次全体员工大会上宣布，把创造力放在首位，追求公司盈利而非订阅人数增长。Disney+流媒体业务是艾格退休之际写下的“光辉一笔”，重回岗位之后其改革的第一刀也挥向了流媒体。一方面，流媒体业务进行重组 ，解散原有的DMED部门（迪士尼娱乐和媒体发行），公司架构被划分为三个组成部分：娱乐（流媒体与媒体业务）、ESPN（电视网络和ESPN+流媒体服务）、乐园（主题公园和衍生产品）。另一方面，盈利成为全公司的核心目标，包括但不限于裁员、缩减内容支出、开拓广告业务来实现降本增效。随着流媒体用户数达到增长天花板，单纯靠砸钱、靠输血已难再保持优势，迪士尼也开始放弃烧钱换增长的思路，缩减内容支出、开放内容销售渠道。截至去年六月份，迪士尼流媒体订阅总数达2.211亿，仅用五年时间超越流媒体巨头奈飞，高速增长的订阅数背后是各种烧钱漫灌，数据显示，2018年到2022年，迪士尼内容总投入高达1144亿美元，据华尔街日报统计，自Disney+推出以来，迪士尼流媒体业务已亏损超 80 亿美元。而如今，迪士尼宣布削减30亿美元内容成本，艾格也在财报电话会议中提到，将严格审查在电视和电影方面的所有成本，自上季度以来迪士尼已削减约10亿美元成本。而除了高企的内容成本外，为提升流媒体业务的竞争力，前两年迪士尼通过缩短院线电影的窗口期，独家上线流媒体，来换回增长。比如早前引发争议的《黑寡妇》选择线上线下同时上映；皮克斯动画《1/2的魔法》提前大半年上映流媒体；《黑豹2》2月7日在中国上映，但2月1日就已登陆Disney+。独家上映优质影片的确为流媒体带来了用户增长，但也牺牲掉了影视版权带来的真金白银的票房和版权收入。在财报发布之前，迪士尼也释放出开放内容销售渠道售卖的信号。彭博社报道，迪士尼正在研究出售更多电影和电视节目的可能性，部分内容库授权给外部，来增加收入。此外当单一的用户增长带来的收入难以覆盖高投入时，海外流媒体不约而同选择了开拓广告业务来实现增收。奈飞在去年11月推出了带有广告的订阅计划；随后12月份，Disney+也推出广告版本的服务，有广告版本的服务每月收费7.99美元，无广告版本的服务每月收费涨到10.99美元；Business Insider报道，苹果也在为Apple TV+寻找广告销售主管，以广告业务来填补高企的内容成本。广告订阅计划的实施除了能够吸引想要低价观看内容的新用户，还能获得广告客户商的青睐，“会员+广告”的营收模式也一定程度上增加了盈利确定性。对于目前广告计划的实施结果，迪士尼总裁丽塔·费罗表示，从美泰公司到万豪酒店等100多个广告客户参与了新方案。不过因报告期内广告发挥作用有限，具体能够带来多少增量要到未来几个季度才会有答案。尽管奈飞、亚马逊、迪士尼、苹果等流媒体都在发力或者试图发力广告业务，但相比之下迪士尼做广告还是有其掣肘之处，Disney+多是以合家欢内容为主，对广告品类、时长也相应限制更多。而且在加入广告业务后，迪士尼平台的任务不仅是单纯做好内容满足用户需要，还要做好广告主需求和用户满意度的平衡，这也对平台提出了更高要求。在步入百岁生日之际，迪士尼正不可避免地经历着“内忧外患”，内部面临盈利难题，外部流媒体竞争进入白热化阶段，而艾格作为最了解迪士尼的“掌舵者”的回归，也为全球流媒体争霸的变局增加了一些确定性。","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":3120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954339295,"gmtCreate":1675988382817,"gmtModify":1675988386261,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954339295","repostId":"1149929280","repostType":4,"repost":{"id":"1149929280","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":1675987217,"share":"https://ttm.financial/m/news/1149929280?lang=en_US&edition=fundamental","pubTime":"2023-02-10 08:00","market":"us","language":"zh","title":"Last Night This Morning | U.S. bonds warn of recession, Nasdaq falls more than 1%, China is stubbornly higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1149929280","media":"老虎资讯综合","summary":"摘要：①美债示警衰退，纳指收跌超1%，谷歌再跌逾4%，中概股顽强走高；②美国一手策划了北溪管道爆炸？克宫：世界必须得知真相；③微软已解散工业元宇宙应用团队。海外行情1、美债示警衰退纳指收跌超1% 谷歌","content":"<p><html><head></head><body>Abstract: ① U.S. debt warned of recession, and the Nasdaq closed more than 1%.<a href=\"https://laohu8.com/S/GOOG\">Google</a>After falling more than 4%, Chinese concept stocks rose tenaciously; ② The United States single-handedly planned the explosion of the Nord Stream pipeline? Kremlin: The world must know the truth; ③<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The Industrial Metaverse Application Team has been disbanded.<img src=\"https://static.tigerbbs.com/c9ee3ddf25996937c1b7395b8cbdbcde\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas Quotes</p><p>1. U.S. debt warning recession, Nasdaq closed more than 1%, Google fell more than 4%</p><p>On Thursday, Eastern Time, under the pressure of rising U.S. bond yields and the hawkish remarks of the Federal Reserve, the market couldn't find many reasons to continue to push up the stock market, and the three major U.S. stock indexes closed down collectively. Google's parent company Alphabet plunged for the second consecutive day, dragging down the Nasdaq. Investors continue to pay attention to corporate earnings and the Fed's monetary policy outlook. At the close, the Nasdaq was down 1.02%; The Dow fell 0.73%; The S&P 500 fell 0.88%.</p><p>Big tech stocks mostly fell, with MetaPlatforms falling more than 3%, Microsoft,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell by more than 1%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It once rose more than 6% in the session, but ended up 3% after US regulators confirmed that the fatal Texas Model S crash had nothing to do with Tesla's autonomous driving assistance function. Following yesterday's plunge of more than 7%, Google fell more than 4% again after BardAI gave the wrong answer in a presentation. Insurance and automobile manufacturing sectors rose, with BlueBird rising nearly 30% and Anfulai Reinsurance Group rising more than 6%.</p><p>On February 9th, Credit Suisse announced its latest quarterly financial report, which was once again a shock. In the fourth quarter of last year, Credit Suisse's net loss widened to 1.39 billion Swiss francs (about HK$11.9 billion, 10.266 billion yuan) quarterly, which has been the fifth consecutive quarter of losses. Affected by this, Credit Suisse US stocks closed down more than 15%.</p><p>2. Chinese concept stocks rose against the trend<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Up more than 8%</p><p>Most popular Chinese stocks rose, with the Nasdaq China Golden Dragon Index rising 1.10%. iQiyi rose by more than 8%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Up more than 5%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>rose by more than 3%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>rose by more than 1%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>Small upside.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It fell by more than 2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It fell by more than 1%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Down slightly.</p><p>3. The main indexes of European stocks closed generally higher, and Germany's DAX30 index rose 0.72%</p><p>Major European stock indexes closed higher on Thursday, with Germany's DAX30 index rising 0.72%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index rose 0.33%, the French CAC40 rose 0.96% and the European Stoxx 50 rose 0.97%.</p><p>4. Inventory data rose for seven weeks, and crude oil futures ended the three-day trend of rising</p><p>Inventory data rose for seven consecutive weeks, and crude oil futures fell back to close lower after three consecutive sessions of gains.</p><p>West Texas Intermediate crude futures for March delivery fell 41 cents, or 0.52%, to close at $78.06 a barrel on the New York Mercantile Exchange.<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude futures, the global benchmark for April, fell 59 cents, or 0.69 percent, to $84.50 a barrel on the European Futures Exchange.</p><p>5. New York gold futures closed down 0.7% on Thursday</p><p>Gold for April delivery fell $12.20, or about 0.7%, to close at $1,878.50 an ounce on the New York Mercantile Exchange on Thursday. This comes after gold futures have risen for three consecutive sessions, hitting their highest closing price since Feb. 2 on Wednesday.</p><p>Macro News</p><p>1. US debt warns of recession! U.S. Treasury Bond Yield Curve Hits Worst Inversion Since 1981</p><p>Important U.S. bond yield curves-2-year and benchmark 10-year U.S. bond yields have refreshed the worst inversion since 1981, releasing signals of a possible recession in the next year or so. Fed officials continue to \"hawk\", following the Fed's third-in-command<a href=\"https://laohu8.com/S/WMB\">Williams</a>After waiting for officials, on Thursday, Richmond Fed President Barkin emphasized the need for tightening, saying that it is important to ensure that inflation falls to the target and continue the rate hike, and the Fed needs to stick to the path of anti-inflation.</p><p>2. The United States single-handedly planned the explosion of Nord Stream pipeline? Kremlin: The world must know the truth</p><p>On Thursday (February 9) local time, Russian Kremlin spokesman Peskov said that the world must know the truth about the Nord Stream pipeline explosion.</p><p>On Wednesday local time, Seymour Hersh, a senior American investigative journalist and Pulitzer Prize winner, used people familiar with the matter as sources to accuse the Biden administration of planning the Nord Stream pipeline explosion in an article. The White House responded that day, with a spokesman for the US National Security Council saying that the report published by Hersh about the Nord Stream pipeline explosion was \"completely false and fictional\".</p><p>Peskov said this underscores the importance of an international investigation into the Nord Stream pipeline explosion, and the world deserves to know the truth. However, he also said it would be wrong to view Hersh's article as the main source of information about the truth about the bombing.</p><p>3. The former richest man in Asia was exposed to selling coal at a discount and shorting incident finally began to affect the real economy</p><p>Adani Group, a commodity trading tycoon, is offering customers discounted coal, media reported Thursday, citing people familiar with the matter, in a move that may be a move by the company to speed up turnover rates under the influence of pressure.</p><p>After the \"attack\" of Wall Street shorts at the end of January, Gautam Adani, whose wealth value once ranked second in the world at the end of last year, evaporated more than 100 billion dollars. His position has dropped to 17th in the world on the latest Forbes Live Rich List. Adani Group has always firmly denied allegations from short sellers that it used overseas entities to manipulate stock prices and fraud financially, but the wobbly capital market means that the problem is far from over.</p><p>While the company did not explicitly state its incentive to offer the discount, and it was not the only producer in the market to discount it, the move clearly demonstrated the company's eagerness to quickly turn inventory into cash.</p><p>4. Vice President of Turkey: The strong earthquake has killed 17,674 people in the country</p><p>On Thursday local time, Turkish Vice President Oktay said the strong earthquake had killed 17,674 people and injured 72,879 others in the country. Oktay also said 121 survivors were rescued from the rubble in the past 24 hours. In addition to cities, the government also attaches importance to search and rescue efforts in rural areas.</p><p>Situation between Russia and Ukraine</p><p>1. President of Rosatom: Willing to continue to promote the work related to the establishment of a safe zone at the Zaporizhzhia nuclear power plant</p><p>Likhachev, president of Rosatom, said after meeting with IAEA Director-General Grossi that Russia always believes that ensuring the safety of nuclear power plants is crucial, and Russia is willing to continue to promote related work on establishing a safe zone in Zaporizhzhia nuclear power plant. Rosatom and the International Atomic Energy Agency agreed to continue engagement in this regard and to cooperate in multiple fields.</p><p>2. An explosion in a factory in Kyiv, Ukraine, has killed four people</p><p>Ukraine's Kyiv Military and Political Administration said on the 9th local time that an explosion occurred in a factory in Kyiv that day, killing four people. The Kyiv Military Administration did not say what caused the explosion.</p><p>3. The Ministry of Finance of the Russian Federation will clear the euro share of the state welfare fund this year</p><p>Vladimir Krechev, deputy minister of finance of Russia, said that in 2023, the Russian Ministry of Finance will clear the euro share of the state welfare fund, and only gold, yuan and ruble will be left in the fund. (Russian Satellite News Agency)</p><p>Company News</p><p>1. Microsoft has dissolved the industrial metaverse application team</p><p>According to a person with direct knowledge of the matter, Microsoft has disbanded its only four-month-old Metaverse Application Team, which aims to help customers use the metaverse in industrial settings. All of the team's about 100 employees have been laid off, the person said.</p><p>2、<a href=\"https://laohu8.com/NW/2310516306\" target=\"_blank\">The first in the industry! GlobalFoundries and GM reach long-term direct supply agreement</a></p><p>EST on Thursday,<a href=\"https://laohu8.com/S/GM\">General Motors</a>Jointly announced with GlobalFoundries, the two companies have reached a long-term agreement, and GlobalFoundries will directly supply chips to General Motors, so that the latter will not face another chip shortage. According to the companies, which described the agreement as the first in the industry, GlobalFoundries will establish dedicated production capacity for GM at its semiconductor plant in upstate New York.</p><p>3、<a href=\"https://laohu8.com/NW/2310945655\" target=\"_blank\">ExxonMobil plans to restructure business unit after $56 billion explosion</a></p><p>According to the latest media reports, ExxonMobil plans to combine business units as part of an ongoing corporate restructuring that is expected to cut costs and make some layoffs.</p><p>The oil company plans to form three new agencies, and later this year the company will combine several smaller divisions, such as financial services, procurement and customer service, according to a memo sent to employees by Exxon. It is reported that ExxonMobil Oil will create a global energy trading unit for the first time, and will create a new supply chain organization called \"ExxonMobil Supply Chain Organization (EMSC)\" in May.</p><p>ExxonMobil's recently released earnings report showed that the company posted a net profit of $56 billion in 2022, which was a record profit for the year<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>All-time high in the industry.</p><p>4、<a href=\"https://laohu8.com/NW/2310266592\" target=\"_blank\">Disney Legend CEO: Only intend to stay for two years Streaming represents the future</a></p><p>On Thursday local time, Disney CEO Robert Iger said that he does not plan to serve in the CEO position for more than two years. Streaming media represents the future and is the company's key business. Iger returned to the reins of Disney last November, and his return has renewed confidence in Disney's future. A legendary CEO in Disney company's history, Iger became the company's CEO in October 2005 and stepped down in February 2020. However, Iger said in an interview Thursday: \"My plan is to stay here for two years, which is written on my contract, which is my agreement with the board, which is my preference.\"</p><p>5、<a href=\"https://laohu8.com/NW/2310659570\" target=\"_blank\">Commodity trading giant Trafigura suffers from nickel trading scam with losses of up to $577 million</a></p><p>On Thursday, local time, Trafigura, a global commodity and crude oil trading giant, issued a statement on its official website, revealing that the company encountered a scam in the process of nickel trading.</p><p>In the statement, Trafigura alleged that the company discovered that a series of companies controlled by Dubai-based metals businessman Prateek Gupta committed \"systematic fraud\" in the process of trading nickel metal. Through preliminary inspection of the containers shipped by the company, it was found that they were not containing nickel at all. Considering that more containers are in transit, the company expects a potential loss of up to $577 million, which will be included in the first half of 2023 earnings report.</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>Last Night This Morning | U.S. bonds warn of recession, Nasdaq falls more than 1%, China is stubbornly higher</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 This Morning | U.S. bonds warn of recession, Nasdaq falls more than 1%, China is stubbornly higher\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-02-10 08:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① U.S. debt warned of recession, and the Nasdaq closed more than 1%.<a href=\"https://laohu8.com/S/GOOG\">Google</a>After falling more than 4%, Chinese concept stocks rose tenaciously; ② The United States single-handedly planned the explosion of the Nord Stream pipeline? Kremlin: The world must know the truth; ③<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The Industrial Metaverse Application Team has been disbanded.<img src=\"https://static.tigerbbs.com/c9ee3ddf25996937c1b7395b8cbdbcde\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas Quotes</p><p>1. U.S. debt warning recession, Nasdaq closed more than 1%, Google fell more than 4%</p><p>On Thursday, Eastern Time, under the pressure of rising U.S. bond yields and the hawkish remarks of the Federal Reserve, the market couldn't find many reasons to continue to push up the stock market, and the three major U.S. stock indexes closed down collectively. Google's parent company Alphabet plunged for the second consecutive day, dragging down the Nasdaq. Investors continue to pay attention to corporate earnings and the Fed's monetary policy outlook. At the close, the Nasdaq was down 1.02%; The Dow fell 0.73%; The S&P 500 fell 0.88%.</p><p>Big tech stocks mostly fell, with MetaPlatforms falling more than 3%, Microsoft,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell by more than 1%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It once rose more than 6% in the session, but ended up 3% after US regulators confirmed that the fatal Texas Model S crash had nothing to do with Tesla's autonomous driving assistance function. Following yesterday's plunge of more than 7%, Google fell more than 4% again after BardAI gave the wrong answer in a presentation. Insurance and automobile manufacturing sectors rose, with BlueBird rising nearly 30% and Anfulai Reinsurance Group rising more than 6%.</p><p>On February 9th, Credit Suisse announced its latest quarterly financial report, which was once again a shock. In the fourth quarter of last year, Credit Suisse's net loss widened to 1.39 billion Swiss francs (about HK$11.9 billion, 10.266 billion yuan) quarterly, which has been the fifth consecutive quarter of losses. Affected by this, Credit Suisse US stocks closed down more than 15%.</p><p>2. Chinese concept stocks rose against the trend<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Up more than 8%</p><p>Most popular Chinese stocks rose, with the Nasdaq China Golden Dragon Index rising 1.10%. iQiyi rose by more than 8%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Up more than 5%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>rose by more than 3%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>rose by more than 1%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>Small upside.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It fell by more than 2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It fell by more than 1%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Down slightly.</p><p>3. The main indexes of European stocks closed generally higher, and Germany's DAX30 index rose 0.72%</p><p>Major European stock indexes closed higher on Thursday, with Germany's DAX30 index rising 0.72%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index rose 0.33%, the French CAC40 rose 0.96% and the European Stoxx 50 rose 0.97%.</p><p>4. Inventory data rose for seven weeks, and crude oil futures ended the three-day trend of rising</p><p>Inventory data rose for seven consecutive weeks, and crude oil futures fell back to close lower after three consecutive sessions of gains.</p><p>West Texas Intermediate crude futures for March delivery fell 41 cents, or 0.52%, to close at $78.06 a barrel on the New York Mercantile Exchange.<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude futures, the global benchmark for April, fell 59 cents, or 0.69 percent, to $84.50 a barrel on the European Futures Exchange.</p><p>5. New York gold futures closed down 0.7% on Thursday</p><p>Gold for April delivery fell $12.20, or about 0.7%, to close at $1,878.50 an ounce on the New York Mercantile Exchange on Thursday. This comes after gold futures have risen for three consecutive sessions, hitting their highest closing price since Feb. 2 on Wednesday.</p><p>Macro News</p><p>1. US debt warns of recession! U.S. Treasury Bond Yield Curve Hits Worst Inversion Since 1981</p><p>Important U.S. bond yield curves-2-year and benchmark 10-year U.S. bond yields have refreshed the worst inversion since 1981, releasing signals of a possible recession in the next year or so. Fed officials continue to \"hawk\", following the Fed's third-in-command<a href=\"https://laohu8.com/S/WMB\">Williams</a>After waiting for officials, on Thursday, Richmond Fed President Barkin emphasized the need for tightening, saying that it is important to ensure that inflation falls to the target and continue the rate hike, and the Fed needs to stick to the path of anti-inflation.</p><p>2. The United States single-handedly planned the explosion of Nord Stream pipeline? Kremlin: The world must know the truth</p><p>On Thursday (February 9) local time, Russian Kremlin spokesman Peskov said that the world must know the truth about the Nord Stream pipeline explosion.</p><p>On Wednesday local time, Seymour Hersh, a senior American investigative journalist and Pulitzer Prize winner, used people familiar with the matter as sources to accuse the Biden administration of planning the Nord Stream pipeline explosion in an article. The White House responded that day, with a spokesman for the US National Security Council saying that the report published by Hersh about the Nord Stream pipeline explosion was \"completely false and fictional\".</p><p>Peskov said this underscores the importance of an international investigation into the Nord Stream pipeline explosion, and the world deserves to know the truth. However, he also said it would be wrong to view Hersh's article as the main source of information about the truth about the bombing.</p><p>3. The former richest man in Asia was exposed to selling coal at a discount and shorting incident finally began to affect the real economy</p><p>Adani Group, a commodity trading tycoon, is offering customers discounted coal, media reported Thursday, citing people familiar with the matter, in a move that may be a move by the company to speed up turnover rates under the influence of pressure.</p><p>After the \"attack\" of Wall Street shorts at the end of January, Gautam Adani, whose wealth value once ranked second in the world at the end of last year, evaporated more than 100 billion dollars. His position has dropped to 17th in the world on the latest Forbes Live Rich List. Adani Group has always firmly denied allegations from short sellers that it used overseas entities to manipulate stock prices and fraud financially, but the wobbly capital market means that the problem is far from over.</p><p>While the company did not explicitly state its incentive to offer the discount, and it was not the only producer in the market to discount it, the move clearly demonstrated the company's eagerness to quickly turn inventory into cash.</p><p>4. Vice President of Turkey: The strong earthquake has killed 17,674 people in the country</p><p>On Thursday local time, Turkish Vice President Oktay said the strong earthquake had killed 17,674 people and injured 72,879 others in the country. Oktay also said 121 survivors were rescued from the rubble in the past 24 hours. In addition to cities, the government also attaches importance to search and rescue efforts in rural areas.</p><p>Situation between Russia and Ukraine</p><p>1. President of Rosatom: Willing to continue to promote the work related to the establishment of a safe zone at the Zaporizhzhia nuclear power plant</p><p>Likhachev, president of Rosatom, said after meeting with IAEA Director-General Grossi that Russia always believes that ensuring the safety of nuclear power plants is crucial, and Russia is willing to continue to promote related work on establishing a safe zone in Zaporizhzhia nuclear power plant. Rosatom and the International Atomic Energy Agency agreed to continue engagement in this regard and to cooperate in multiple fields.</p><p>2. An explosion in a factory in Kyiv, Ukraine, has killed four people</p><p>Ukraine's Kyiv Military and Political Administration said on the 9th local time that an explosion occurred in a factory in Kyiv that day, killing four people. The Kyiv Military Administration did not say what caused the explosion.</p><p>3. The Ministry of Finance of the Russian Federation will clear the euro share of the state welfare fund this year</p><p>Vladimir Krechev, deputy minister of finance of Russia, said that in 2023, the Russian Ministry of Finance will clear the euro share of the state welfare fund, and only gold, yuan and ruble will be left in the fund. (Russian Satellite News Agency)</p><p>Company News</p><p>1. Microsoft has dissolved the industrial metaverse application team</p><p>According to a person with direct knowledge of the matter, Microsoft has disbanded its only four-month-old Metaverse Application Team, which aims to help customers use the metaverse in industrial settings. All of the team's about 100 employees have been laid off, the person said.</p><p>2、<a href=\"https://laohu8.com/NW/2310516306\" target=\"_blank\">The first in the industry! GlobalFoundries and GM reach long-term direct supply agreement</a></p><p>EST on Thursday,<a href=\"https://laohu8.com/S/GM\">General Motors</a>Jointly announced with GlobalFoundries, the two companies have reached a long-term agreement, and GlobalFoundries will directly supply chips to General Motors, so that the latter will not face another chip shortage. According to the companies, which described the agreement as the first in the industry, GlobalFoundries will establish dedicated production capacity for GM at its semiconductor plant in upstate New York.</p><p>3、<a href=\"https://laohu8.com/NW/2310945655\" target=\"_blank\">ExxonMobil plans to restructure business unit after $56 billion explosion</a></p><p>According to the latest media reports, ExxonMobil plans to combine business units as part of an ongoing corporate restructuring that is expected to cut costs and make some layoffs.</p><p>The oil company plans to form three new agencies, and later this year the company will combine several smaller divisions, such as financial services, procurement and customer service, according to a memo sent to employees by Exxon. It is reported that ExxonMobil Oil will create a global energy trading unit for the first time, and will create a new supply chain organization called \"ExxonMobil Supply Chain Organization (EMSC)\" in May.</p><p>ExxonMobil's recently released earnings report showed that the company posted a net profit of $56 billion in 2022, which was a record profit for the year<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>All-time high in the industry.</p><p>4、<a href=\"https://laohu8.com/NW/2310266592\" target=\"_blank\">Disney Legend CEO: Only intend to stay for two years Streaming represents the future</a></p><p>On Thursday local time, Disney CEO Robert Iger said that he does not plan to serve in the CEO position for more than two years. Streaming media represents the future and is the company's key business. Iger returned to the reins of Disney last November, and his return has renewed confidence in Disney's future. A legendary CEO in Disney company's history, Iger became the company's CEO in October 2005 and stepped down in February 2020. However, Iger said in an interview Thursday: \"My plan is to stay here for two years, which is written on my contract, which is my agreement with the board, which is my preference.\"</p><p>5、<a href=\"https://laohu8.com/NW/2310659570\" target=\"_blank\">Commodity trading giant Trafigura suffers from nickel trading scam with losses of up to $577 million</a></p><p>On Thursday, local time, Trafigura, a global commodity and crude oil trading giant, issued a statement on its official website, revealing that the company encountered a scam in the process of nickel trading.</p><p>In the statement, Trafigura alleged that the company discovered that a series of companies controlled by Dubai-based metals businessman Prateek Gupta committed \"systematic fraud\" in the process of trading nickel metal. Through preliminary inspection of the containers shipped by the company, it was found that they were not containing nickel at all. Considering that more containers are in transit, the company expects a potential loss of up to $577 million, which will be included in the first half of 2023 earnings report.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"PSQ":"做空纳斯达克100指数ETF-ProShares","BK4550":"红杉资本持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares","BK4561":"索罗斯持仓","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","03086":"华夏纳指","IEI":"iShares Barclays 3-7 Year Trea","TLT":"20+年以上美国国债ETF-iShares","SQQQ":"纳指三倍做空ETF","BND":"债券指数ETF-Vanguard美国","QQQ":"纳指100ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149929280","content_text":"摘要：①美债示警衰退，纳指收跌超1%，谷歌再跌逾4%，中概股顽强走高；②美国一手策划了北溪管道爆炸？克宫：世界必须得知真相；③微软已解散工业元宇宙应用团队。海外行情1、美债示警衰退纳指收跌超1% 谷歌再跌逾4%美东时间周四，在美债收益率上升和美联储鹰派言论的压力下，市场找不到太多理由继续推高股市，美股三大指数集体收跌。谷歌的母公司Alphabet连续第二日大跌，拖累纳指下滑。投资者继续关注企业财报与美联储的货币政策前景。截至收盘，纳斯达克指数跌幅为1.02%；道琼斯指数跌幅为0.73%；标普500指数跌幅为0.88%。大型科技股多数下跌，MetaPlatforms跌超3%，微软、亚马逊跌超1%，特斯拉盘中一度涨逾6%，不过最终收涨3%，此前美国监督管理机构确认德州ModelS致命车祸与特斯拉自动驾驶辅助功能无关。继昨日大跌逾7%之后，谷歌再度下跌逾4%，此前BardAI在演示中给出错误的回答。保险、汽车制造板块走高，BlueBird涨近30%，安富来再保险集团涨超6%。2月9日，瑞信公布的最新季度财报，再次令人大跌眼镜。去年第四季，瑞信净亏损按季扩大至13.9亿瑞郎（约119亿港元，102.66亿元人民币），已连续第五个季度出现亏损。受此影响，瑞信美股收盘大跌超15%。2、中概股逆势上扬爱奇艺涨超8%热门中概股多数上涨，纳斯达克中国金龙指数涨1.10%。爱奇艺涨超8%，知乎涨超5%，阿里巴巴涨超3%，微博、拼多多、唯品会涨超1%，网易、理想汽车、京东小幅上涨。百度跌超2%，蔚来、小鹏汽车跌超1%，哔哩哔哩、斗鱼小幅下跌。3、欧股主要指数收盘普涨德国DAX30指数涨0.72%欧股主要指数周四收盘普涨，德国DAX30指数涨0.72%，英国富时100指数涨0.33%，法国CAC40指数涨0.96%，欧洲斯托克50指数涨0.97%。4、库存数据七周连涨 原油期货终结三日连涨走势库存数据连续七周上涨，原油期货在连续三个交易日上涨后回落收跌。纽约商品交易所3月交货的西德克萨斯中质原油期货下跌41美分，跌幅0.52％收于每桶78.06美元。洲际交易所欧洲期货交易所4月份全球基准布伦特原油期货下跌59美分，至每桶84.50美元跌幅0.69％。5、周四纽约黄金期货价格收跌0.7%周四，纽约商品交易所4月交割的黄金价格下跌12.20美元，跌幅约0.7%，收于每盎司1878.50美元。此前黄金期货已连续三个交易日上涨，周三创2月2日以来的最高收盘价。宏观新闻1、美债示警衰退！美国国债收益率曲线创1981年来最严重倒挂重要美债收益率曲线——2年和基准10年期美债收益率刷新1981年来最严重倒挂程度，释放了未来一年左右可能经济衰退的信号。美联储官员继续“放鹰”，继美联储三把手威廉姆斯等官员后，周四里士满联储主席巴尔金又强调要紧缩，称为保证通胀降至目标而继续加息很重要，联储需要坚持抗通胀的道路。2、美国一手策划了北溪管道爆炸？克宫：世界必须得知真相当地时间周四（2月9日），俄罗斯克里姆林宫发言人佩斯科夫表示，世界必须了解北溪管道爆炸事件的真相。当地时间周三，美国资深调查记者、普利策奖得主西摩·赫什以知情人士为消息源，在一篇文章中指认美国拜登政府一手策划了北溪管道爆炸事件。白宫当天对此进行了回应，美国国家安全委员会发言人称，赫什发表的关于北溪管道爆炸的报道“完全是虚假和虚构的”。佩斯科夫表示，这凸显了对北溪管道爆炸事件进行国际调查的重要性，世界理应知道真相。不过他也表示，将赫什的文章视为有关爆炸事件真相的主要消息来源是错误的。3、前亚洲首富被曝折价卖煤做空事件终于开始影响实体经济据媒体周四援引知情人士报道，商品贸易大亨阿达尼集团正向客户提供折价的煤炭，此举或是公司在压力影响下加快周转率的举措。经历1月底华尔街空头“袭击”后，去年年底财富值一度高居全球第二的高塔姆·阿达尼身家蒸发逾千亿美元。在最新的福布斯实时富豪榜上，他的位置已经跌至全球第17位。面对空头对其利用海外实体操纵股价、财务造假的指控，阿达尼集团始终坚决否认，但资本市场的摇摆不定意味着问题远远没有到结束的时候。虽然公司没有明说提供折扣的动机，同时也不是市场上唯一打折的生产商，但这一举动清晰表明公司渴望将库存快速转变为现金。4、土耳其副总统：强震已造成该国17674人死亡当地时间周四，土耳其副总统奥克塔伊表示，强震已造成该国17674人死亡、72879人受伤。奥克塔伊还表示，过去24小时内有121名幸存者被从废墟中救出。除了城市，政府同样重视农村的搜救工作。俄乌局势1、俄国家原子能集团总裁：愿继续推进在扎波罗热核电站建立安全区相关工作俄罗斯国家原子能集团总裁利哈乔夫在与国际原子能机构总干事格罗西会晤后表示，俄罗斯始终认为保障核电站安全至关重要，俄方愿继续就在扎波罗热核电站建立安全区推进相关工作。俄罗斯国家原子能集团和国际原子能机构同意继续就此进行接触，并在多领域开展合作。2、乌克兰基辅一座工厂发生爆炸 已致4人死亡乌克兰基辅军政管理局当地时间9日称，基辅一座工厂当天发生爆炸，已造成4人死亡。基辅军政管理局没有说明引起爆炸的原因。3、俄联邦财政部今年将把国家福利基金中的欧元份额清零俄罗斯财政部副部长弗拉基米尔•克雷切夫表示，2023年俄罗斯财政部把国家福利基金中的欧元份额清零，该基金将只剩下黄金、人民币和卢布。 (俄罗斯卫星通讯社)公司新闻1、微软已解散工业元宇宙应用团队据一位直接了解此事的人士透露，微软已经解散了仅成立四个月的元宇宙应用团队，该团队旨在帮助客户在工业环境中使用元宇宙。这位知情人士说，该团队约100名员工已全部被解雇。2、行业内首例！格芯与通用达成长期直接供货协议美东时间周四，通用汽车与格芯(GlobalFoundries)联合宣布，两家公司达成了一项长期协议，格芯将为通用直接供应芯片，以免后者再度面临芯片短缺的困境。两家公司称这一协议还是行业内的首例，据这两家公司称，格芯将在其位于纽约州北部的半导体工厂为通用汽车建立专门的生产能力。3、爆赚560亿美元之后埃克森美孚计划重组业务部门据媒体最新报道，埃克森美孚计划合并业务部门，作为正在进行的公司重组的一部分，预计将削减成本并进行一些裁员。据一份埃克森美孚发送给员工的备忘录显示，这家石油公司计划组建三个新机构，今年晚些时候，公司将把几个规模较小的部门，如金融服务、采购和客户服务部门合并在一起。据悉，埃克森美孚石油将首次创建全球能源交易部门，并将在5月份创建新的供应链组织，名为“埃克森美孚供应链组织(EMSC)”。埃克森美孚近期发布的财报显示，公司2022年净利润为560亿美元，这一年度利润创下西方石油行业历史新高。4、迪士尼传奇CEO：只打算留两年 流媒体代表着未来当地时间周四，迪士尼CEO罗伯特·艾格表示，他不打算在CEO职位上任职超过两年，流媒体代表着未来，是公司重点发展的业务。艾格于去年11月重掌迪士尼，他的回归让外界对迪士尼的未来重拾信心。作为迪士尼公司史上的传奇CEO，艾格于2005年10月成为公司首席执行官，并于2020年2月卸任。不过，艾格周四在接受采访时表示：“我的计划是在这里呆两年，这是我的合同上写的，是我与董事会达成的协议，也是我的偏好。”5、商品贸易巨头托克遭遇镍交易骗局 损失最高可达5.77亿美元当地时间周四，全球商品和原油贸易巨头托克（Trafigura）在官网发布声明，披露公司在镍交易过程中碰上了一起骗局。在声明中，托克指控称，公司发现迪拜金属商人Prateek Gupta控制的一系列公司在交易镍金属的过程中实施“系统性欺诈”。通过初步核查该公司发货的集装箱，发现里面装的根本就不是镍。考虑到更多的集装箱正在运输过程中，公司预期最多可能造成5.77亿美元的损失，并将计入2023年上半年的财报中。","news_type":1,"symbols_score_info":{"NQmain":0.9,"PSQ":0.9,"MNQmain":0.9,"ZTmain":0.9,"QQQ":0.9,"03086":0.9,"ZNmain":0.9,"ZFmain":0.9,"TNmain":0.9,"TLT":0.9,"UBmain":0.9,"SQQQ":0.9,"TQQQ":0.9,"QLD":0.9,"IEI":0.9,"ZBmain":0.9,"BND":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954339821,"gmtCreate":1675988306164,"gmtModify":1675988309500,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954339821","repostId":"1149929280","repostType":4,"repost":{"id":"1149929280","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":1675987217,"share":"https://ttm.financial/m/news/1149929280?lang=en_US&edition=fundamental","pubTime":"2023-02-10 08:00","market":"us","language":"zh","title":"Last Night This Morning | U.S. bonds warn of recession, Nasdaq falls more than 1%, China is stubbornly higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1149929280","media":"老虎资讯综合","summary":"摘要：①美债示警衰退，纳指收跌超1%，谷歌再跌逾4%，中概股顽强走高；②美国一手策划了北溪管道爆炸？克宫：世界必须得知真相；③微软已解散工业元宇宙应用团队。海外行情1、美债示警衰退纳指收跌超1% 谷歌","content":"<p><html><head></head><body>Abstract: ① U.S. debt warned of recession, and the Nasdaq closed more than 1%.<a href=\"https://laohu8.com/S/GOOG\">Google</a>After falling more than 4%, Chinese concept stocks rose tenaciously; ② The United States single-handedly planned the explosion of the Nord Stream pipeline? Kremlin: The world must know the truth; ③<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The Industrial Metaverse Application Team has been disbanded.<img src=\"https://static.tigerbbs.com/c9ee3ddf25996937c1b7395b8cbdbcde\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas Quotes</p><p>1. U.S. debt warning recession, Nasdaq closed more than 1%, Google fell more than 4%</p><p>On Thursday, Eastern Time, under the pressure of rising U.S. bond yields and the hawkish remarks of the Federal Reserve, the market couldn't find many reasons to continue to push up the stock market, and the three major U.S. stock indexes closed down collectively. Google's parent company Alphabet plunged for the second consecutive day, dragging down the Nasdaq. Investors continue to pay attention to corporate earnings and the Fed's monetary policy outlook. At the close, the Nasdaq was down 1.02%; The Dow fell 0.73%; The S&P 500 fell 0.88%.</p><p>Big tech stocks mostly fell, with MetaPlatforms falling more than 3%, Microsoft,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell by more than 1%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It once rose more than 6% in the session, but ended up 3% after US regulators confirmed that the fatal Texas Model S crash had nothing to do with Tesla's autonomous driving assistance function. Following yesterday's plunge of more than 7%, Google fell more than 4% again after BardAI gave the wrong answer in a presentation. Insurance and automobile manufacturing sectors rose, with BlueBird rising nearly 30% and Anfulai Reinsurance Group rising more than 6%.</p><p>On February 9th, Credit Suisse announced its latest quarterly financial report, which was once again a shock. In the fourth quarter of last year, Credit Suisse's net loss widened to 1.39 billion Swiss francs (about HK$11.9 billion, 10.266 billion yuan) quarterly, which has been the fifth consecutive quarter of losses. Affected by this, Credit Suisse US stocks closed down more than 15%.</p><p>2. Chinese concept stocks rose against the trend<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Up more than 8%</p><p>Most popular Chinese stocks rose, with the Nasdaq China Golden Dragon Index rising 1.10%. iQiyi rose by more than 8%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Up more than 5%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>rose by more than 3%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>rose by more than 1%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>Small upside.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It fell by more than 2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It fell by more than 1%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Down slightly.</p><p>3. The main indexes of European stocks closed generally higher, and Germany's DAX30 index rose 0.72%</p><p>Major European stock indexes closed higher on Thursday, with Germany's DAX30 index rising 0.72%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index rose 0.33%, the French CAC40 rose 0.96% and the European Stoxx 50 rose 0.97%.</p><p>4. Inventory data rose for seven weeks, and crude oil futures ended the three-day trend of rising</p><p>Inventory data rose for seven consecutive weeks, and crude oil futures fell back to close lower after three consecutive sessions of gains.</p><p>West Texas Intermediate crude futures for March delivery fell 41 cents, or 0.52%, to close at $78.06 a barrel on the New York Mercantile Exchange.<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude futures, the global benchmark for April, fell 59 cents, or 0.69 percent, to $84.50 a barrel on the European Futures Exchange.</p><p>5. New York gold futures closed down 0.7% on Thursday</p><p>Gold for April delivery fell $12.20, or about 0.7%, to close at $1,878.50 an ounce on the New York Mercantile Exchange on Thursday. This comes after gold futures have risen for three consecutive sessions, hitting their highest closing price since Feb. 2 on Wednesday.</p><p>Macro News</p><p>1. US debt warns of recession! U.S. Treasury Bond Yield Curve Hits Worst Inversion Since 1981</p><p>Important U.S. bond yield curves-2-year and benchmark 10-year U.S. bond yields have refreshed the worst inversion since 1981, releasing signals of a possible recession in the next year or so. Fed officials continue to \"hawk\", following the Fed's third-in-command<a href=\"https://laohu8.com/S/WMB\">Williams</a>After waiting for officials, on Thursday, Richmond Fed President Barkin emphasized the need for tightening, saying that it is important to ensure that inflation falls to the target and continue the rate hike, and the Fed needs to stick to the path of anti-inflation.</p><p>2. The United States single-handedly planned the explosion of Nord Stream pipeline? Kremlin: The world must know the truth</p><p>On Thursday (February 9) local time, Russian Kremlin spokesman Peskov said that the world must know the truth about the Nord Stream pipeline explosion.</p><p>On Wednesday local time, Seymour Hersh, a senior American investigative journalist and Pulitzer Prize winner, used people familiar with the matter as sources to accuse the Biden administration of planning the Nord Stream pipeline explosion in an article. The White House responded that day, with a spokesman for the US National Security Council saying that the report published by Hersh about the Nord Stream pipeline explosion was \"completely false and fictional\".</p><p>Peskov said this underscores the importance of an international investigation into the Nord Stream pipeline explosion, and the world deserves to know the truth. However, he also said it would be wrong to view Hersh's article as the main source of information about the truth about the bombing.</p><p>3. The former richest man in Asia was exposed to selling coal at a discount and shorting incident finally began to affect the real economy</p><p>Adani Group, a commodity trading tycoon, is offering customers discounted coal, media reported Thursday, citing people familiar with the matter, in a move that may be a move by the company to speed up turnover rates under the influence of pressure.</p><p>After the \"attack\" of Wall Street shorts at the end of January, Gautam Adani, whose wealth value once ranked second in the world at the end of last year, evaporated more than 100 billion dollars. His position has dropped to 17th in the world on the latest Forbes Live Rich List. Adani Group has always firmly denied allegations from short sellers that it used overseas entities to manipulate stock prices and fraud financially, but the wobbly capital market means that the problem is far from over.</p><p>While the company did not explicitly state its incentive to offer the discount, and it was not the only producer in the market to discount it, the move clearly demonstrated the company's eagerness to quickly turn inventory into cash.</p><p>4. Vice President of Turkey: The strong earthquake has killed 17,674 people in the country</p><p>On Thursday local time, Turkish Vice President Oktay said the strong earthquake had killed 17,674 people and injured 72,879 others in the country. Oktay also said 121 survivors were rescued from the rubble in the past 24 hours. In addition to cities, the government also attaches importance to search and rescue efforts in rural areas.</p><p>Situation between Russia and Ukraine</p><p>1. President of Rosatom: Willing to continue to promote the work related to the establishment of a safe zone at the Zaporizhzhia nuclear power plant</p><p>Likhachev, president of Rosatom, said after meeting with IAEA Director-General Grossi that Russia always believes that ensuring the safety of nuclear power plants is crucial, and Russia is willing to continue to promote related work on establishing a safe zone in Zaporizhzhia nuclear power plant. Rosatom and the International Atomic Energy Agency agreed to continue engagement in this regard and to cooperate in multiple fields.</p><p>2. An explosion in a factory in Kyiv, Ukraine, has killed four people</p><p>Ukraine's Kyiv Military and Political Administration said on the 9th local time that an explosion occurred in a factory in Kyiv that day, killing four people. The Kyiv Military Administration did not say what caused the explosion.</p><p>3. The Ministry of Finance of the Russian Federation will clear the euro share of the state welfare fund this year</p><p>Vladimir Krechev, deputy minister of finance of Russia, said that in 2023, the Russian Ministry of Finance will clear the euro share of the state welfare fund, and only gold, yuan and ruble will be left in the fund. (Russian Satellite News Agency)</p><p>Company News</p><p>1. Microsoft has dissolved the industrial metaverse application team</p><p>According to a person with direct knowledge of the matter, Microsoft has disbanded its only four-month-old Metaverse Application Team, which aims to help customers use the metaverse in industrial settings. All of the team's about 100 employees have been laid off, the person said.</p><p>2、<a href=\"https://laohu8.com/NW/2310516306\" target=\"_blank\">The first in the industry! GlobalFoundries and GM reach long-term direct supply agreement</a></p><p>EST on Thursday,<a href=\"https://laohu8.com/S/GM\">General Motors</a>Jointly announced with GlobalFoundries, the two companies have reached a long-term agreement, and GlobalFoundries will directly supply chips to General Motors, so that the latter will not face another chip shortage. According to the companies, which described the agreement as the first in the industry, GlobalFoundries will establish dedicated production capacity for GM at its semiconductor plant in upstate New York.</p><p>3、<a href=\"https://laohu8.com/NW/2310945655\" target=\"_blank\">ExxonMobil plans to restructure business unit after $56 billion explosion</a></p><p>According to the latest media reports, ExxonMobil plans to combine business units as part of an ongoing corporate restructuring that is expected to cut costs and make some layoffs.</p><p>The oil company plans to form three new agencies, and later this year the company will combine several smaller divisions, such as financial services, procurement and customer service, according to a memo sent to employees by Exxon. It is reported that ExxonMobil Oil will create a global energy trading unit for the first time, and will create a new supply chain organization called \"ExxonMobil Supply Chain Organization (EMSC)\" in May.</p><p>ExxonMobil's recently released earnings report showed that the company posted a net profit of $56 billion in 2022, which was a record profit for the year<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>All-time high in the industry.</p><p>4、<a href=\"https://laohu8.com/NW/2310266592\" target=\"_blank\">Disney Legend CEO: Only intend to stay for two years Streaming represents the future</a></p><p>On Thursday local time, Disney CEO Robert Iger said that he does not plan to serve in the CEO position for more than two years. Streaming media represents the future and is the company's key business. Iger returned to the reins of Disney last November, and his return has renewed confidence in Disney's future. A legendary CEO in Disney company's history, Iger became the company's CEO in October 2005 and stepped down in February 2020. However, Iger said in an interview Thursday: \"My plan is to stay here for two years, which is written on my contract, which is my agreement with the board, which is my preference.\"</p><p>5、<a href=\"https://laohu8.com/NW/2310659570\" target=\"_blank\">Commodity trading giant Trafigura suffers from nickel trading scam with losses of up to $577 million</a></p><p>On Thursday, local time, Trafigura, a global commodity and crude oil trading giant, issued a statement on its official website, revealing that the company encountered a scam in the process of nickel trading.</p><p>In the statement, Trafigura alleged that the company discovered that a series of companies controlled by Dubai-based metals businessman Prateek Gupta committed \"systematic fraud\" in the process of trading nickel metal. Through preliminary inspection of the containers shipped by the company, it was found that they were not containing nickel at all. Considering that more containers are in transit, the company expects a potential loss of up to $577 million, which will be included in the first half of 2023 earnings report.</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>Last Night This Morning | U.S. bonds warn of recession, Nasdaq falls more than 1%, China is stubbornly higher</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 This Morning | U.S. bonds warn of recession, Nasdaq falls more than 1%, China is stubbornly higher\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-02-10 08:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① U.S. debt warned of recession, and the Nasdaq closed more than 1%.<a href=\"https://laohu8.com/S/GOOG\">Google</a>After falling more than 4%, Chinese concept stocks rose tenaciously; ② The United States single-handedly planned the explosion of the Nord Stream pipeline? Kremlin: The world must know the truth; ③<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The Industrial Metaverse Application Team has been disbanded.<img src=\"https://static.tigerbbs.com/c9ee3ddf25996937c1b7395b8cbdbcde\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas Quotes</p><p>1. U.S. debt warning recession, Nasdaq closed more than 1%, Google fell more than 4%</p><p>On Thursday, Eastern Time, under the pressure of rising U.S. bond yields and the hawkish remarks of the Federal Reserve, the market couldn't find many reasons to continue to push up the stock market, and the three major U.S. stock indexes closed down collectively. Google's parent company Alphabet plunged for the second consecutive day, dragging down the Nasdaq. Investors continue to pay attention to corporate earnings and the Fed's monetary policy outlook. At the close, the Nasdaq was down 1.02%; The Dow fell 0.73%; The S&P 500 fell 0.88%.</p><p>Big tech stocks mostly fell, with MetaPlatforms falling more than 3%, Microsoft,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell by more than 1%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It once rose more than 6% in the session, but ended up 3% after US regulators confirmed that the fatal Texas Model S crash had nothing to do with Tesla's autonomous driving assistance function. Following yesterday's plunge of more than 7%, Google fell more than 4% again after BardAI gave the wrong answer in a presentation. Insurance and automobile manufacturing sectors rose, with BlueBird rising nearly 30% and Anfulai Reinsurance Group rising more than 6%.</p><p>On February 9th, Credit Suisse announced its latest quarterly financial report, which was once again a shock. In the fourth quarter of last year, Credit Suisse's net loss widened to 1.39 billion Swiss francs (about HK$11.9 billion, 10.266 billion yuan) quarterly, which has been the fifth consecutive quarter of losses. Affected by this, Credit Suisse US stocks closed down more than 15%.</p><p>2. Chinese concept stocks rose against the trend<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Up more than 8%</p><p>Most popular Chinese stocks rose, with the Nasdaq China Golden Dragon Index rising 1.10%. iQiyi rose by more than 8%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Up more than 5%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>rose by more than 3%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>rose by more than 1%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>Small upside.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It fell by more than 2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It fell by more than 1%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Down slightly.</p><p>3. The main indexes of European stocks closed generally higher, and Germany's DAX30 index rose 0.72%</p><p>Major European stock indexes closed higher on Thursday, with Germany's DAX30 index rising 0.72%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index rose 0.33%, the French CAC40 rose 0.96% and the European Stoxx 50 rose 0.97%.</p><p>4. Inventory data rose for seven weeks, and crude oil futures ended the three-day trend of rising</p><p>Inventory data rose for seven consecutive weeks, and crude oil futures fell back to close lower after three consecutive sessions of gains.</p><p>West Texas Intermediate crude futures for March delivery fell 41 cents, or 0.52%, to close at $78.06 a barrel on the New York Mercantile Exchange.<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude futures, the global benchmark for April, fell 59 cents, or 0.69 percent, to $84.50 a barrel on the European Futures Exchange.</p><p>5. New York gold futures closed down 0.7% on Thursday</p><p>Gold for April delivery fell $12.20, or about 0.7%, to close at $1,878.50 an ounce on the New York Mercantile Exchange on Thursday. This comes after gold futures have risen for three consecutive sessions, hitting their highest closing price since Feb. 2 on Wednesday.</p><p>Macro News</p><p>1. US debt warns of recession! U.S. Treasury Bond Yield Curve Hits Worst Inversion Since 1981</p><p>Important U.S. bond yield curves-2-year and benchmark 10-year U.S. bond yields have refreshed the worst inversion since 1981, releasing signals of a possible recession in the next year or so. Fed officials continue to \"hawk\", following the Fed's third-in-command<a href=\"https://laohu8.com/S/WMB\">Williams</a>After waiting for officials, on Thursday, Richmond Fed President Barkin emphasized the need for tightening, saying that it is important to ensure that inflation falls to the target and continue the rate hike, and the Fed needs to stick to the path of anti-inflation.</p><p>2. The United States single-handedly planned the explosion of Nord Stream pipeline? Kremlin: The world must know the truth</p><p>On Thursday (February 9) local time, Russian Kremlin spokesman Peskov said that the world must know the truth about the Nord Stream pipeline explosion.</p><p>On Wednesday local time, Seymour Hersh, a senior American investigative journalist and Pulitzer Prize winner, used people familiar with the matter as sources to accuse the Biden administration of planning the Nord Stream pipeline explosion in an article. The White House responded that day, with a spokesman for the US National Security Council saying that the report published by Hersh about the Nord Stream pipeline explosion was \"completely false and fictional\".</p><p>Peskov said this underscores the importance of an international investigation into the Nord Stream pipeline explosion, and the world deserves to know the truth. However, he also said it would be wrong to view Hersh's article as the main source of information about the truth about the bombing.</p><p>3. The former richest man in Asia was exposed to selling coal at a discount and shorting incident finally began to affect the real economy</p><p>Adani Group, a commodity trading tycoon, is offering customers discounted coal, media reported Thursday, citing people familiar with the matter, in a move that may be a move by the company to speed up turnover rates under the influence of pressure.</p><p>After the \"attack\" of Wall Street shorts at the end of January, Gautam Adani, whose wealth value once ranked second in the world at the end of last year, evaporated more than 100 billion dollars. His position has dropped to 17th in the world on the latest Forbes Live Rich List. Adani Group has always firmly denied allegations from short sellers that it used overseas entities to manipulate stock prices and fraud financially, but the wobbly capital market means that the problem is far from over.</p><p>While the company did not explicitly state its incentive to offer the discount, and it was not the only producer in the market to discount it, the move clearly demonstrated the company's eagerness to quickly turn inventory into cash.</p><p>4. Vice President of Turkey: The strong earthquake has killed 17,674 people in the country</p><p>On Thursday local time, Turkish Vice President Oktay said the strong earthquake had killed 17,674 people and injured 72,879 others in the country. Oktay also said 121 survivors were rescued from the rubble in the past 24 hours. In addition to cities, the government also attaches importance to search and rescue efforts in rural areas.</p><p>Situation between Russia and Ukraine</p><p>1. President of Rosatom: Willing to continue to promote the work related to the establishment of a safe zone at the Zaporizhzhia nuclear power plant</p><p>Likhachev, president of Rosatom, said after meeting with IAEA Director-General Grossi that Russia always believes that ensuring the safety of nuclear power plants is crucial, and Russia is willing to continue to promote related work on establishing a safe zone in Zaporizhzhia nuclear power plant. Rosatom and the International Atomic Energy Agency agreed to continue engagement in this regard and to cooperate in multiple fields.</p><p>2. An explosion in a factory in Kyiv, Ukraine, has killed four people</p><p>Ukraine's Kyiv Military and Political Administration said on the 9th local time that an explosion occurred in a factory in Kyiv that day, killing four people. The Kyiv Military Administration did not say what caused the explosion.</p><p>3. The Ministry of Finance of the Russian Federation will clear the euro share of the state welfare fund this year</p><p>Vladimir Krechev, deputy minister of finance of Russia, said that in 2023, the Russian Ministry of Finance will clear the euro share of the state welfare fund, and only gold, yuan and ruble will be left in the fund. (Russian Satellite News Agency)</p><p>Company News</p><p>1. Microsoft has dissolved the industrial metaverse application team</p><p>According to a person with direct knowledge of the matter, Microsoft has disbanded its only four-month-old Metaverse Application Team, which aims to help customers use the metaverse in industrial settings. All of the team's about 100 employees have been laid off, the person said.</p><p>2、<a href=\"https://laohu8.com/NW/2310516306\" target=\"_blank\">The first in the industry! GlobalFoundries and GM reach long-term direct supply agreement</a></p><p>EST on Thursday,<a href=\"https://laohu8.com/S/GM\">General Motors</a>Jointly announced with GlobalFoundries, the two companies have reached a long-term agreement, and GlobalFoundries will directly supply chips to General Motors, so that the latter will not face another chip shortage. According to the companies, which described the agreement as the first in the industry, GlobalFoundries will establish dedicated production capacity for GM at its semiconductor plant in upstate New York.</p><p>3、<a href=\"https://laohu8.com/NW/2310945655\" target=\"_blank\">ExxonMobil plans to restructure business unit after $56 billion explosion</a></p><p>According to the latest media reports, ExxonMobil plans to combine business units as part of an ongoing corporate restructuring that is expected to cut costs and make some layoffs.</p><p>The oil company plans to form three new agencies, and later this year the company will combine several smaller divisions, such as financial services, procurement and customer service, according to a memo sent to employees by Exxon. It is reported that ExxonMobil Oil will create a global energy trading unit for the first time, and will create a new supply chain organization called \"ExxonMobil Supply Chain Organization (EMSC)\" in May.</p><p>ExxonMobil's recently released earnings report showed that the company posted a net profit of $56 billion in 2022, which was a record profit for the year<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>All-time high in the industry.</p><p>4、<a href=\"https://laohu8.com/NW/2310266592\" target=\"_blank\">Disney Legend CEO: Only intend to stay for two years Streaming represents the future</a></p><p>On Thursday local time, Disney CEO Robert Iger said that he does not plan to serve in the CEO position for more than two years. Streaming media represents the future and is the company's key business. Iger returned to the reins of Disney last November, and his return has renewed confidence in Disney's future. A legendary CEO in Disney company's history, Iger became the company's CEO in October 2005 and stepped down in February 2020. However, Iger said in an interview Thursday: \"My plan is to stay here for two years, which is written on my contract, which is my agreement with the board, which is my preference.\"</p><p>5、<a href=\"https://laohu8.com/NW/2310659570\" target=\"_blank\">Commodity trading giant Trafigura suffers from nickel trading scam with losses of up to $577 million</a></p><p>On Thursday, local time, Trafigura, a global commodity and crude oil trading giant, issued a statement on its official website, revealing that the company encountered a scam in the process of nickel trading.</p><p>In the statement, Trafigura alleged that the company discovered that a series of companies controlled by Dubai-based metals businessman Prateek Gupta committed \"systematic fraud\" in the process of trading nickel metal. Through preliminary inspection of the containers shipped by the company, it was found that they were not containing nickel at all. Considering that more containers are in transit, the company expects a potential loss of up to $577 million, which will be included in the first half of 2023 earnings report.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"PSQ":"做空纳斯达克100指数ETF-ProShares","BK4550":"红杉资本持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares","BK4561":"索罗斯持仓","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","03086":"华夏纳指","IEI":"iShares Barclays 3-7 Year Trea","TLT":"20+年以上美国国债ETF-iShares","SQQQ":"纳指三倍做空ETF","BND":"债券指数ETF-Vanguard美国","QQQ":"纳指100ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149929280","content_text":"摘要：①美债示警衰退，纳指收跌超1%，谷歌再跌逾4%，中概股顽强走高；②美国一手策划了北溪管道爆炸？克宫：世界必须得知真相；③微软已解散工业元宇宙应用团队。海外行情1、美债示警衰退纳指收跌超1% 谷歌再跌逾4%美东时间周四，在美债收益率上升和美联储鹰派言论的压力下，市场找不到太多理由继续推高股市，美股三大指数集体收跌。谷歌的母公司Alphabet连续第二日大跌，拖累纳指下滑。投资者继续关注企业财报与美联储的货币政策前景。截至收盘，纳斯达克指数跌幅为1.02%；道琼斯指数跌幅为0.73%；标普500指数跌幅为0.88%。大型科技股多数下跌，MetaPlatforms跌超3%，微软、亚马逊跌超1%，特斯拉盘中一度涨逾6%，不过最终收涨3%，此前美国监督管理机构确认德州ModelS致命车祸与特斯拉自动驾驶辅助功能无关。继昨日大跌逾7%之后，谷歌再度下跌逾4%，此前BardAI在演示中给出错误的回答。保险、汽车制造板块走高，BlueBird涨近30%，安富来再保险集团涨超6%。2月9日，瑞信公布的最新季度财报，再次令人大跌眼镜。去年第四季，瑞信净亏损按季扩大至13.9亿瑞郎（约119亿港元，102.66亿元人民币），已连续第五个季度出现亏损。受此影响，瑞信美股收盘大跌超15%。2、中概股逆势上扬爱奇艺涨超8%热门中概股多数上涨，纳斯达克中国金龙指数涨1.10%。爱奇艺涨超8%，知乎涨超5%，阿里巴巴涨超3%，微博、拼多多、唯品会涨超1%，网易、理想汽车、京东小幅上涨。百度跌超2%，蔚来、小鹏汽车跌超1%，哔哩哔哩、斗鱼小幅下跌。3、欧股主要指数收盘普涨德国DAX30指数涨0.72%欧股主要指数周四收盘普涨，德国DAX30指数涨0.72%，英国富时100指数涨0.33%，法国CAC40指数涨0.96%，欧洲斯托克50指数涨0.97%。4、库存数据七周连涨 原油期货终结三日连涨走势库存数据连续七周上涨，原油期货在连续三个交易日上涨后回落收跌。纽约商品交易所3月交货的西德克萨斯中质原油期货下跌41美分，跌幅0.52％收于每桶78.06美元。洲际交易所欧洲期货交易所4月份全球基准布伦特原油期货下跌59美分，至每桶84.50美元跌幅0.69％。5、周四纽约黄金期货价格收跌0.7%周四，纽约商品交易所4月交割的黄金价格下跌12.20美元，跌幅约0.7%，收于每盎司1878.50美元。此前黄金期货已连续三个交易日上涨，周三创2月2日以来的最高收盘价。宏观新闻1、美债示警衰退！美国国债收益率曲线创1981年来最严重倒挂重要美债收益率曲线——2年和基准10年期美债收益率刷新1981年来最严重倒挂程度，释放了未来一年左右可能经济衰退的信号。美联储官员继续“放鹰”，继美联储三把手威廉姆斯等官员后，周四里士满联储主席巴尔金又强调要紧缩，称为保证通胀降至目标而继续加息很重要，联储需要坚持抗通胀的道路。2、美国一手策划了北溪管道爆炸？克宫：世界必须得知真相当地时间周四（2月9日），俄罗斯克里姆林宫发言人佩斯科夫表示，世界必须了解北溪管道爆炸事件的真相。当地时间周三，美国资深调查记者、普利策奖得主西摩·赫什以知情人士为消息源，在一篇文章中指认美国拜登政府一手策划了北溪管道爆炸事件。白宫当天对此进行了回应，美国国家安全委员会发言人称，赫什发表的关于北溪管道爆炸的报道“完全是虚假和虚构的”。佩斯科夫表示，这凸显了对北溪管道爆炸事件进行国际调查的重要性，世界理应知道真相。不过他也表示，将赫什的文章视为有关爆炸事件真相的主要消息来源是错误的。3、前亚洲首富被曝折价卖煤做空事件终于开始影响实体经济据媒体周四援引知情人士报道，商品贸易大亨阿达尼集团正向客户提供折价的煤炭，此举或是公司在压力影响下加快周转率的举措。经历1月底华尔街空头“袭击”后，去年年底财富值一度高居全球第二的高塔姆·阿达尼身家蒸发逾千亿美元。在最新的福布斯实时富豪榜上，他的位置已经跌至全球第17位。面对空头对其利用海外实体操纵股价、财务造假的指控，阿达尼集团始终坚决否认，但资本市场的摇摆不定意味着问题远远没有到结束的时候。虽然公司没有明说提供折扣的动机，同时也不是市场上唯一打折的生产商，但这一举动清晰表明公司渴望将库存快速转变为现金。4、土耳其副总统：强震已造成该国17674人死亡当地时间周四，土耳其副总统奥克塔伊表示，强震已造成该国17674人死亡、72879人受伤。奥克塔伊还表示，过去24小时内有121名幸存者被从废墟中救出。除了城市，政府同样重视农村的搜救工作。俄乌局势1、俄国家原子能集团总裁：愿继续推进在扎波罗热核电站建立安全区相关工作俄罗斯国家原子能集团总裁利哈乔夫在与国际原子能机构总干事格罗西会晤后表示，俄罗斯始终认为保障核电站安全至关重要，俄方愿继续就在扎波罗热核电站建立安全区推进相关工作。俄罗斯国家原子能集团和国际原子能机构同意继续就此进行接触，并在多领域开展合作。2、乌克兰基辅一座工厂发生爆炸 已致4人死亡乌克兰基辅军政管理局当地时间9日称，基辅一座工厂当天发生爆炸，已造成4人死亡。基辅军政管理局没有说明引起爆炸的原因。3、俄联邦财政部今年将把国家福利基金中的欧元份额清零俄罗斯财政部副部长弗拉基米尔•克雷切夫表示，2023年俄罗斯财政部把国家福利基金中的欧元份额清零，该基金将只剩下黄金、人民币和卢布。 (俄罗斯卫星通讯社)公司新闻1、微软已解散工业元宇宙应用团队据一位直接了解此事的人士透露，微软已经解散了仅成立四个月的元宇宙应用团队，该团队旨在帮助客户在工业环境中使用元宇宙。这位知情人士说，该团队约100名员工已全部被解雇。2、行业内首例！格芯与通用达成长期直接供货协议美东时间周四，通用汽车与格芯(GlobalFoundries)联合宣布，两家公司达成了一项长期协议，格芯将为通用直接供应芯片，以免后者再度面临芯片短缺的困境。两家公司称这一协议还是行业内的首例，据这两家公司称，格芯将在其位于纽约州北部的半导体工厂为通用汽车建立专门的生产能力。3、爆赚560亿美元之后埃克森美孚计划重组业务部门据媒体最新报道，埃克森美孚计划合并业务部门，作为正在进行的公司重组的一部分，预计将削减成本并进行一些裁员。据一份埃克森美孚发送给员工的备忘录显示，这家石油公司计划组建三个新机构，今年晚些时候，公司将把几个规模较小的部门，如金融服务、采购和客户服务部门合并在一起。据悉，埃克森美孚石油将首次创建全球能源交易部门，并将在5月份创建新的供应链组织，名为“埃克森美孚供应链组织(EMSC)”。埃克森美孚近期发布的财报显示，公司2022年净利润为560亿美元，这一年度利润创下西方石油行业历史新高。4、迪士尼传奇CEO：只打算留两年 流媒体代表着未来当地时间周四，迪士尼CEO罗伯特·艾格表示，他不打算在CEO职位上任职超过两年，流媒体代表着未来，是公司重点发展的业务。艾格于去年11月重掌迪士尼，他的回归让外界对迪士尼的未来重拾信心。作为迪士尼公司史上的传奇CEO，艾格于2005年10月成为公司首席执行官，并于2020年2月卸任。不过，艾格周四在接受采访时表示：“我的计划是在这里呆两年，这是我的合同上写的，是我与董事会达成的协议，也是我的偏好。”5、商品贸易巨头托克遭遇镍交易骗局 损失最高可达5.77亿美元当地时间周四，全球商品和原油贸易巨头托克（Trafigura）在官网发布声明，披露公司在镍交易过程中碰上了一起骗局。在声明中，托克指控称，公司发现迪拜金属商人Prateek Gupta控制的一系列公司在交易镍金属的过程中实施“系统性欺诈”。通过初步核查该公司发货的集装箱，发现里面装的根本就不是镍。考虑到更多的集装箱正在运输过程中，公司预期最多可能造成5.77亿美元的损失，并将计入2023年上半年的财报中。","news_type":1,"symbols_score_info":{"NQmain":0.9,"PSQ":0.9,"MNQmain":0.9,"ZTmain":0.9,"QQQ":0.9,"03086":0.9,"ZNmain":0.9,"ZFmain":0.9,"TNmain":0.9,"TLT":0.9,"UBmain":0.9,"SQQQ":0.9,"TQQQ":0.9,"QLD":0.9,"IEI":0.9,"ZBmain":0.9,"BND":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954339178,"gmtCreate":1675988260695,"gmtModify":1675988264284,"author":{"id":"3582165758801867","authorId":"3582165758801867","name":"shho","avatar":"https://community-static.tradeup.com/news/7e78a6b68f290b7c135520af50f6d36f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582165758801867","idStr":"3582165758801867"},"themes":[],"htmlText":" 👍","listText":" 👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954339178","repostId":"1149929280","repostType":2,"repost":{"id":"1149929280","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":1675987217,"share":"https://ttm.financial/m/news/1149929280?lang=en_US&edition=fundamental","pubTime":"2023-02-10 08:00","market":"us","language":"zh","title":"Last Night This Morning | U.S. bonds warn of recession, Nasdaq falls more than 1%, China is stubbornly higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1149929280","media":"老虎资讯综合","summary":"摘要：①美债示警衰退，纳指收跌超1%，谷歌再跌逾4%，中概股顽强走高；②美国一手策划了北溪管道爆炸？克宫：世界必须得知真相；③微软已解散工业元宇宙应用团队。海外行情1、美债示警衰退纳指收跌超1% 谷歌","content":"<p><html><head></head><body>Abstract: ① U.S. debt warned of recession, and the Nasdaq closed more than 1%.<a href=\"https://laohu8.com/S/GOOG\">Google</a>After falling more than 4%, Chinese concept stocks rose tenaciously; ② The United States single-handedly planned the explosion of the Nord Stream pipeline? Kremlin: The world must know the truth; ③<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The Industrial Metaverse Application Team has been disbanded.<img src=\"https://static.tigerbbs.com/c9ee3ddf25996937c1b7395b8cbdbcde\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas Quotes</p><p>1. U.S. debt warning recession, Nasdaq closed more than 1%, Google fell more than 4%</p><p>On Thursday, Eastern Time, under the pressure of rising U.S. bond yields and the hawkish remarks of the Federal Reserve, the market couldn't find many reasons to continue to push up the stock market, and the three major U.S. stock indexes closed down collectively. Google's parent company Alphabet plunged for the second consecutive day, dragging down the Nasdaq. Investors continue to pay attention to corporate earnings and the Fed's monetary policy outlook. At the close, the Nasdaq was down 1.02%; The Dow fell 0.73%; The S&P 500 fell 0.88%.</p><p>Big tech stocks mostly fell, with MetaPlatforms falling more than 3%, Microsoft,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell by more than 1%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It once rose more than 6% in the session, but ended up 3% after US regulators confirmed that the fatal Texas Model S crash had nothing to do with Tesla's autonomous driving assistance function. Following yesterday's plunge of more than 7%, Google fell more than 4% again after BardAI gave the wrong answer in a presentation. Insurance and automobile manufacturing sectors rose, with BlueBird rising nearly 30% and Anfulai Reinsurance Group rising more than 6%.</p><p>On February 9th, Credit Suisse announced its latest quarterly financial report, which was once again a shock. In the fourth quarter of last year, Credit Suisse's net loss widened to 1.39 billion Swiss francs (about HK$11.9 billion, 10.266 billion yuan) quarterly, which has been the fifth consecutive quarter of losses. Affected by this, Credit Suisse US stocks closed down more than 15%.</p><p>2. Chinese concept stocks rose against the trend<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Up more than 8%</p><p>Most popular Chinese stocks rose, with the Nasdaq China Golden Dragon Index rising 1.10%. iQiyi rose by more than 8%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Up more than 5%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>rose by more than 3%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>rose by more than 1%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>Small upside.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It fell by more than 2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It fell by more than 1%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Down slightly.</p><p>3. The main indexes of European stocks closed generally higher, and Germany's DAX30 index rose 0.72%</p><p>Major European stock indexes closed higher on Thursday, with Germany's DAX30 index rising 0.72%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index rose 0.33%, the French CAC40 rose 0.96% and the European Stoxx 50 rose 0.97%.</p><p>4. Inventory data rose for seven weeks, and crude oil futures ended the three-day trend of rising</p><p>Inventory data rose for seven consecutive weeks, and crude oil futures fell back to close lower after three consecutive sessions of gains.</p><p>West Texas Intermediate crude futures for March delivery fell 41 cents, or 0.52%, to close at $78.06 a barrel on the New York Mercantile Exchange.<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude futures, the global benchmark for April, fell 59 cents, or 0.69 percent, to $84.50 a barrel on the European Futures Exchange.</p><p>5. New York gold futures closed down 0.7% on Thursday</p><p>Gold for April delivery fell $12.20, or about 0.7%, to close at $1,878.50 an ounce on the New York Mercantile Exchange on Thursday. This comes after gold futures have risen for three consecutive sessions, hitting their highest closing price since Feb. 2 on Wednesday.</p><p>Macro News</p><p>1. US debt warns of recession! U.S. Treasury Bond Yield Curve Hits Worst Inversion Since 1981</p><p>Important U.S. bond yield curves-2-year and benchmark 10-year U.S. bond yields have refreshed the worst inversion since 1981, releasing signals of a possible recession in the next year or so. Fed officials continue to \"hawk\", following the Fed's third-in-command<a href=\"https://laohu8.com/S/WMB\">Williams</a>After waiting for officials, on Thursday, Richmond Fed President Barkin emphasized the need for tightening, saying that it is important to ensure that inflation falls to the target and continue the rate hike, and the Fed needs to stick to the path of anti-inflation.</p><p>2. The United States single-handedly planned the explosion of Nord Stream pipeline? Kremlin: The world must know the truth</p><p>On Thursday (February 9) local time, Russian Kremlin spokesman Peskov said that the world must know the truth about the Nord Stream pipeline explosion.</p><p>On Wednesday local time, Seymour Hersh, a senior American investigative journalist and Pulitzer Prize winner, used people familiar with the matter as sources to accuse the Biden administration of planning the Nord Stream pipeline explosion in an article. The White House responded that day, with a spokesman for the US National Security Council saying that the report published by Hersh about the Nord Stream pipeline explosion was \"completely false and fictional\".</p><p>Peskov said this underscores the importance of an international investigation into the Nord Stream pipeline explosion, and the world deserves to know the truth. However, he also said it would be wrong to view Hersh's article as the main source of information about the truth about the bombing.</p><p>3. The former richest man in Asia was exposed to selling coal at a discount and shorting incident finally began to affect the real economy</p><p>Adani Group, a commodity trading tycoon, is offering customers discounted coal, media reported Thursday, citing people familiar with the matter, in a move that may be a move by the company to speed up turnover rates under the influence of pressure.</p><p>After the \"attack\" of Wall Street shorts at the end of January, Gautam Adani, whose wealth value once ranked second in the world at the end of last year, evaporated more than 100 billion dollars. His position has dropped to 17th in the world on the latest Forbes Live Rich List. Adani Group has always firmly denied allegations from short sellers that it used overseas entities to manipulate stock prices and fraud financially, but the wobbly capital market means that the problem is far from over.</p><p>While the company did not explicitly state its incentive to offer the discount, and it was not the only producer in the market to discount it, the move clearly demonstrated the company's eagerness to quickly turn inventory into cash.</p><p>4. Vice President of Turkey: The strong earthquake has killed 17,674 people in the country</p><p>On Thursday local time, Turkish Vice President Oktay said the strong earthquake had killed 17,674 people and injured 72,879 others in the country. Oktay also said 121 survivors were rescued from the rubble in the past 24 hours. In addition to cities, the government also attaches importance to search and rescue efforts in rural areas.</p><p>Situation between Russia and Ukraine</p><p>1. President of Rosatom: Willing to continue to promote the work related to the establishment of a safe zone at the Zaporizhzhia nuclear power plant</p><p>Likhachev, president of Rosatom, said after meeting with IAEA Director-General Grossi that Russia always believes that ensuring the safety of nuclear power plants is crucial, and Russia is willing to continue to promote related work on establishing a safe zone in Zaporizhzhia nuclear power plant. Rosatom and the International Atomic Energy Agency agreed to continue engagement in this regard and to cooperate in multiple fields.</p><p>2. An explosion in a factory in Kyiv, Ukraine, has killed four people</p><p>Ukraine's Kyiv Military and Political Administration said on the 9th local time that an explosion occurred in a factory in Kyiv that day, killing four people. The Kyiv Military Administration did not say what caused the explosion.</p><p>3. The Ministry of Finance of the Russian Federation will clear the euro share of the state welfare fund this year</p><p>Vladimir Krechev, deputy minister of finance of Russia, said that in 2023, the Russian Ministry of Finance will clear the euro share of the state welfare fund, and only gold, yuan and ruble will be left in the fund. (Russian Satellite News Agency)</p><p>Company News</p><p>1. Microsoft has dissolved the industrial metaverse application team</p><p>According to a person with direct knowledge of the matter, Microsoft has disbanded its only four-month-old Metaverse Application Team, which aims to help customers use the metaverse in industrial settings. All of the team's about 100 employees have been laid off, the person said.</p><p>2、<a href=\"https://laohu8.com/NW/2310516306\" target=\"_blank\">The first in the industry! GlobalFoundries and GM reach long-term direct supply agreement</a></p><p>EST on Thursday,<a href=\"https://laohu8.com/S/GM\">General Motors</a>Jointly announced with GlobalFoundries, the two companies have reached a long-term agreement, and GlobalFoundries will directly supply chips to General Motors, so that the latter will not face another chip shortage. According to the companies, which described the agreement as the first in the industry, GlobalFoundries will establish dedicated production capacity for GM at its semiconductor plant in upstate New York.</p><p>3、<a href=\"https://laohu8.com/NW/2310945655\" target=\"_blank\">ExxonMobil plans to restructure business unit after $56 billion explosion</a></p><p>According to the latest media reports, ExxonMobil plans to combine business units as part of an ongoing corporate restructuring that is expected to cut costs and make some layoffs.</p><p>The oil company plans to form three new agencies, and later this year the company will combine several smaller divisions, such as financial services, procurement and customer service, according to a memo sent to employees by Exxon. It is reported that ExxonMobil Oil will create a global energy trading unit for the first time, and will create a new supply chain organization called \"ExxonMobil Supply Chain Organization (EMSC)\" in May.</p><p>ExxonMobil's recently released earnings report showed that the company posted a net profit of $56 billion in 2022, which was a record profit for the year<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>All-time high in the industry.</p><p>4、<a href=\"https://laohu8.com/NW/2310266592\" target=\"_blank\">Disney Legend CEO: Only intend to stay for two years Streaming represents the future</a></p><p>On Thursday local time, Disney CEO Robert Iger said that he does not plan to serve in the CEO position for more than two years. Streaming media represents the future and is the company's key business. Iger returned to the reins of Disney last November, and his return has renewed confidence in Disney's future. A legendary CEO in Disney company's history, Iger became the company's CEO in October 2005 and stepped down in February 2020. However, Iger said in an interview Thursday: \"My plan is to stay here for two years, which is written on my contract, which is my agreement with the board, which is my preference.\"</p><p>5、<a href=\"https://laohu8.com/NW/2310659570\" target=\"_blank\">Commodity trading giant Trafigura suffers from nickel trading scam with losses of up to $577 million</a></p><p>On Thursday, local time, Trafigura, a global commodity and crude oil trading giant, issued a statement on its official website, revealing that the company encountered a scam in the process of nickel trading.</p><p>In the statement, Trafigura alleged that the company discovered that a series of companies controlled by Dubai-based metals businessman Prateek Gupta committed \"systematic fraud\" in the process of trading nickel metal. Through preliminary inspection of the containers shipped by the company, it was found that they were not containing nickel at all. Considering that more containers are in transit, the company expects a potential loss of up to $577 million, which will be included in the first half of 2023 earnings report.</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>Last Night This Morning | U.S. bonds warn of recession, Nasdaq falls more than 1%, China is stubbornly higher</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 This Morning | U.S. bonds warn of recession, Nasdaq falls more than 1%, China is stubbornly higher\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-02-10 08:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① U.S. debt warned of recession, and the Nasdaq closed more than 1%.<a href=\"https://laohu8.com/S/GOOG\">Google</a>After falling more than 4%, Chinese concept stocks rose tenaciously; ② The United States single-handedly planned the explosion of the Nord Stream pipeline? Kremlin: The world must know the truth; ③<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The Industrial Metaverse Application Team has been disbanded.<img src=\"https://static.tigerbbs.com/c9ee3ddf25996937c1b7395b8cbdbcde\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas Quotes</p><p>1. U.S. debt warning recession, Nasdaq closed more than 1%, Google fell more than 4%</p><p>On Thursday, Eastern Time, under the pressure of rising U.S. bond yields and the hawkish remarks of the Federal Reserve, the market couldn't find many reasons to continue to push up the stock market, and the three major U.S. stock indexes closed down collectively. Google's parent company Alphabet plunged for the second consecutive day, dragging down the Nasdaq. Investors continue to pay attention to corporate earnings and the Fed's monetary policy outlook. At the close, the Nasdaq was down 1.02%; The Dow fell 0.73%; The S&P 500 fell 0.88%.</p><p>Big tech stocks mostly fell, with MetaPlatforms falling more than 3%, Microsoft,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell by more than 1%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It once rose more than 6% in the session, but ended up 3% after US regulators confirmed that the fatal Texas Model S crash had nothing to do with Tesla's autonomous driving assistance function. Following yesterday's plunge of more than 7%, Google fell more than 4% again after BardAI gave the wrong answer in a presentation. Insurance and automobile manufacturing sectors rose, with BlueBird rising nearly 30% and Anfulai Reinsurance Group rising more than 6%.</p><p>On February 9th, Credit Suisse announced its latest quarterly financial report, which was once again a shock. In the fourth quarter of last year, Credit Suisse's net loss widened to 1.39 billion Swiss francs (about HK$11.9 billion, 10.266 billion yuan) quarterly, which has been the fifth consecutive quarter of losses. Affected by this, Credit Suisse US stocks closed down more than 15%.</p><p>2. Chinese concept stocks rose against the trend<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Up more than 8%</p><p>Most popular Chinese stocks rose, with the Nasdaq China Golden Dragon Index rising 1.10%. iQiyi rose by more than 8%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Up more than 5%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>rose by more than 3%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>rose by more than 1%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>Small upside.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It fell by more than 2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It fell by more than 1%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Down slightly.</p><p>3. The main indexes of European stocks closed generally higher, and Germany's DAX30 index rose 0.72%</p><p>Major European stock indexes closed higher on Thursday, with Germany's DAX30 index rising 0.72%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index rose 0.33%, the French CAC40 rose 0.96% and the European Stoxx 50 rose 0.97%.</p><p>4. Inventory data rose for seven weeks, and crude oil futures ended the three-day trend of rising</p><p>Inventory data rose for seven consecutive weeks, and crude oil futures fell back to close lower after three consecutive sessions of gains.</p><p>West Texas Intermediate crude futures for March delivery fell 41 cents, or 0.52%, to close at $78.06 a barrel on the New York Mercantile Exchange.<a href=\"https://laohu8.com/S/ICE\">Intercontinental Exchange</a>Brent crude futures, the global benchmark for April, fell 59 cents, or 0.69 percent, to $84.50 a barrel on the European Futures Exchange.</p><p>5. New York gold futures closed down 0.7% on Thursday</p><p>Gold for April delivery fell $12.20, or about 0.7%, to close at $1,878.50 an ounce on the New York Mercantile Exchange on Thursday. This comes after gold futures have risen for three consecutive sessions, hitting their highest closing price since Feb. 2 on Wednesday.</p><p>Macro News</p><p>1. US debt warns of recession! U.S. Treasury Bond Yield Curve Hits Worst Inversion Since 1981</p><p>Important U.S. bond yield curves-2-year and benchmark 10-year U.S. bond yields have refreshed the worst inversion since 1981, releasing signals of a possible recession in the next year or so. Fed officials continue to \"hawk\", following the Fed's third-in-command<a href=\"https://laohu8.com/S/WMB\">Williams</a>After waiting for officials, on Thursday, Richmond Fed President Barkin emphasized the need for tightening, saying that it is important to ensure that inflation falls to the target and continue the rate hike, and the Fed needs to stick to the path of anti-inflation.</p><p>2. The United States single-handedly planned the explosion of Nord Stream pipeline? Kremlin: The world must know the truth</p><p>On Thursday (February 9) local time, Russian Kremlin spokesman Peskov said that the world must know the truth about the Nord Stream pipeline explosion.</p><p>On Wednesday local time, Seymour Hersh, a senior American investigative journalist and Pulitzer Prize winner, used people familiar with the matter as sources to accuse the Biden administration of planning the Nord Stream pipeline explosion in an article. The White House responded that day, with a spokesman for the US National Security Council saying that the report published by Hersh about the Nord Stream pipeline explosion was \"completely false and fictional\".</p><p>Peskov said this underscores the importance of an international investigation into the Nord Stream pipeline explosion, and the world deserves to know the truth. However, he also said it would be wrong to view Hersh's article as the main source of information about the truth about the bombing.</p><p>3. The former richest man in Asia was exposed to selling coal at a discount and shorting incident finally began to affect the real economy</p><p>Adani Group, a commodity trading tycoon, is offering customers discounted coal, media reported Thursday, citing people familiar with the matter, in a move that may be a move by the company to speed up turnover rates under the influence of pressure.</p><p>After the \"attack\" of Wall Street shorts at the end of January, Gautam Adani, whose wealth value once ranked second in the world at the end of last year, evaporated more than 100 billion dollars. His position has dropped to 17th in the world on the latest Forbes Live Rich List. Adani Group has always firmly denied allegations from short sellers that it used overseas entities to manipulate stock prices and fraud financially, but the wobbly capital market means that the problem is far from over.</p><p>While the company did not explicitly state its incentive to offer the discount, and it was not the only producer in the market to discount it, the move clearly demonstrated the company's eagerness to quickly turn inventory into cash.</p><p>4. Vice President of Turkey: The strong earthquake has killed 17,674 people in the country</p><p>On Thursday local time, Turkish Vice President Oktay said the strong earthquake had killed 17,674 people and injured 72,879 others in the country. Oktay also said 121 survivors were rescued from the rubble in the past 24 hours. In addition to cities, the government also attaches importance to search and rescue efforts in rural areas.</p><p>Situation between Russia and Ukraine</p><p>1. President of Rosatom: Willing to continue to promote the work related to the establishment of a safe zone at the Zaporizhzhia nuclear power plant</p><p>Likhachev, president of Rosatom, said after meeting with IAEA Director-General Grossi that Russia always believes that ensuring the safety of nuclear power plants is crucial, and Russia is willing to continue to promote related work on establishing a safe zone in Zaporizhzhia nuclear power plant. Rosatom and the International Atomic Energy Agency agreed to continue engagement in this regard and to cooperate in multiple fields.</p><p>2. An explosion in a factory in Kyiv, Ukraine, has killed four people</p><p>Ukraine's Kyiv Military and Political Administration said on the 9th local time that an explosion occurred in a factory in Kyiv that day, killing four people. The Kyiv Military Administration did not say what caused the explosion.</p><p>3. The Ministry of Finance of the Russian Federation will clear the euro share of the state welfare fund this year</p><p>Vladimir Krechev, deputy minister of finance of Russia, said that in 2023, the Russian Ministry of Finance will clear the euro share of the state welfare fund, and only gold, yuan and ruble will be left in the fund. (Russian Satellite News Agency)</p><p>Company News</p><p>1. Microsoft has dissolved the industrial metaverse application team</p><p>According to a person with direct knowledge of the matter, Microsoft has disbanded its only four-month-old Metaverse Application Team, which aims to help customers use the metaverse in industrial settings. All of the team's about 100 employees have been laid off, the person said.</p><p>2、<a href=\"https://laohu8.com/NW/2310516306\" target=\"_blank\">The first in the industry! GlobalFoundries and GM reach long-term direct supply agreement</a></p><p>EST on Thursday,<a href=\"https://laohu8.com/S/GM\">General Motors</a>Jointly announced with GlobalFoundries, the two companies have reached a long-term agreement, and GlobalFoundries will directly supply chips to General Motors, so that the latter will not face another chip shortage. According to the companies, which described the agreement as the first in the industry, GlobalFoundries will establish dedicated production capacity for GM at its semiconductor plant in upstate New York.</p><p>3、<a href=\"https://laohu8.com/NW/2310945655\" target=\"_blank\">ExxonMobil plans to restructure business unit after $56 billion explosion</a></p><p>According to the latest media reports, ExxonMobil plans to combine business units as part of an ongoing corporate restructuring that is expected to cut costs and make some layoffs.</p><p>The oil company plans to form three new agencies, and later this year the company will combine several smaller divisions, such as financial services, procurement and customer service, according to a memo sent to employees by Exxon. It is reported that ExxonMobil Oil will create a global energy trading unit for the first time, and will create a new supply chain organization called \"ExxonMobil Supply Chain Organization (EMSC)\" in May.</p><p>ExxonMobil's recently released earnings report showed that the company posted a net profit of $56 billion in 2022, which was a record profit for the year<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>All-time high in the industry.</p><p>4、<a href=\"https://laohu8.com/NW/2310266592\" target=\"_blank\">Disney Legend CEO: Only intend to stay for two years Streaming represents the future</a></p><p>On Thursday local time, Disney CEO Robert Iger said that he does not plan to serve in the CEO position for more than two years. Streaming media represents the future and is the company's key business. Iger returned to the reins of Disney last November, and his return has renewed confidence in Disney's future. A legendary CEO in Disney company's history, Iger became the company's CEO in October 2005 and stepped down in February 2020. However, Iger said in an interview Thursday: \"My plan is to stay here for two years, which is written on my contract, which is my agreement with the board, which is my preference.\"</p><p>5、<a href=\"https://laohu8.com/NW/2310659570\" target=\"_blank\">Commodity trading giant Trafigura suffers from nickel trading scam with losses of up to $577 million</a></p><p>On Thursday, local time, Trafigura, a global commodity and crude oil trading giant, issued a statement on its official website, revealing that the company encountered a scam in the process of nickel trading.</p><p>In the statement, Trafigura alleged that the company discovered that a series of companies controlled by Dubai-based metals businessman Prateek Gupta committed \"systematic fraud\" in the process of trading nickel metal. Through preliminary inspection of the containers shipped by the company, it was found that they were not containing nickel at all. Considering that more containers are in transit, the company expects a potential loss of up to $577 million, which will be included in the first half of 2023 earnings report.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"PSQ":"做空纳斯达克100指数ETF-ProShares","BK4550":"红杉资本持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares","BK4561":"索罗斯持仓","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","03086":"华夏纳指","IEI":"iShares Barclays 3-7 Year Trea","TLT":"20+年以上美国国债ETF-iShares","SQQQ":"纳指三倍做空ETF","BND":"债券指数ETF-Vanguard美国","QQQ":"纳指100ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149929280","content_text":"摘要：①美债示警衰退，纳指收跌超1%，谷歌再跌逾4%，中概股顽强走高；②美国一手策划了北溪管道爆炸？克宫：世界必须得知真相；③微软已解散工业元宇宙应用团队。海外行情1、美债示警衰退纳指收跌超1% 谷歌再跌逾4%美东时间周四，在美债收益率上升和美联储鹰派言论的压力下，市场找不到太多理由继续推高股市，美股三大指数集体收跌。谷歌的母公司Alphabet连续第二日大跌，拖累纳指下滑。投资者继续关注企业财报与美联储的货币政策前景。截至收盘，纳斯达克指数跌幅为1.02%；道琼斯指数跌幅为0.73%；标普500指数跌幅为0.88%。大型科技股多数下跌，MetaPlatforms跌超3%，微软、亚马逊跌超1%，特斯拉盘中一度涨逾6%，不过最终收涨3%，此前美国监督管理机构确认德州ModelS致命车祸与特斯拉自动驾驶辅助功能无关。继昨日大跌逾7%之后，谷歌再度下跌逾4%，此前BardAI在演示中给出错误的回答。保险、汽车制造板块走高，BlueBird涨近30%，安富来再保险集团涨超6%。2月9日，瑞信公布的最新季度财报，再次令人大跌眼镜。去年第四季，瑞信净亏损按季扩大至13.9亿瑞郎（约119亿港元，102.66亿元人民币），已连续第五个季度出现亏损。受此影响，瑞信美股收盘大跌超15%。2、中概股逆势上扬爱奇艺涨超8%热门中概股多数上涨，纳斯达克中国金龙指数涨1.10%。爱奇艺涨超8%，知乎涨超5%，阿里巴巴涨超3%，微博、拼多多、唯品会涨超1%，网易、理想汽车、京东小幅上涨。百度跌超2%，蔚来、小鹏汽车跌超1%，哔哩哔哩、斗鱼小幅下跌。3、欧股主要指数收盘普涨德国DAX30指数涨0.72%欧股主要指数周四收盘普涨，德国DAX30指数涨0.72%，英国富时100指数涨0.33%，法国CAC40指数涨0.96%，欧洲斯托克50指数涨0.97%。4、库存数据七周连涨 原油期货终结三日连涨走势库存数据连续七周上涨，原油期货在连续三个交易日上涨后回落收跌。纽约商品交易所3月交货的西德克萨斯中质原油期货下跌41美分，跌幅0.52％收于每桶78.06美元。洲际交易所欧洲期货交易所4月份全球基准布伦特原油期货下跌59美分，至每桶84.50美元跌幅0.69％。5、周四纽约黄金期货价格收跌0.7%周四，纽约商品交易所4月交割的黄金价格下跌12.20美元，跌幅约0.7%，收于每盎司1878.50美元。此前黄金期货已连续三个交易日上涨，周三创2月2日以来的最高收盘价。宏观新闻1、美债示警衰退！美国国债收益率曲线创1981年来最严重倒挂重要美债收益率曲线——2年和基准10年期美债收益率刷新1981年来最严重倒挂程度，释放了未来一年左右可能经济衰退的信号。美联储官员继续“放鹰”，继美联储三把手威廉姆斯等官员后，周四里士满联储主席巴尔金又强调要紧缩，称为保证通胀降至目标而继续加息很重要，联储需要坚持抗通胀的道路。2、美国一手策划了北溪管道爆炸？克宫：世界必须得知真相当地时间周四（2月9日），俄罗斯克里姆林宫发言人佩斯科夫表示，世界必须了解北溪管道爆炸事件的真相。当地时间周三，美国资深调查记者、普利策奖得主西摩·赫什以知情人士为消息源，在一篇文章中指认美国拜登政府一手策划了北溪管道爆炸事件。白宫当天对此进行了回应，美国国家安全委员会发言人称，赫什发表的关于北溪管道爆炸的报道“完全是虚假和虚构的”。佩斯科夫表示，这凸显了对北溪管道爆炸事件进行国际调查的重要性，世界理应知道真相。不过他也表示，将赫什的文章视为有关爆炸事件真相的主要消息来源是错误的。3、前亚洲首富被曝折价卖煤做空事件终于开始影响实体经济据媒体周四援引知情人士报道，商品贸易大亨阿达尼集团正向客户提供折价的煤炭，此举或是公司在压力影响下加快周转率的举措。经历1月底华尔街空头“袭击”后，去年年底财富值一度高居全球第二的高塔姆·阿达尼身家蒸发逾千亿美元。在最新的福布斯实时富豪榜上，他的位置已经跌至全球第17位。面对空头对其利用海外实体操纵股价、财务造假的指控，阿达尼集团始终坚决否认，但资本市场的摇摆不定意味着问题远远没有到结束的时候。虽然公司没有明说提供折扣的动机，同时也不是市场上唯一打折的生产商，但这一举动清晰表明公司渴望将库存快速转变为现金。4、土耳其副总统：强震已造成该国17674人死亡当地时间周四，土耳其副总统奥克塔伊表示，强震已造成该国17674人死亡、72879人受伤。奥克塔伊还表示，过去24小时内有121名幸存者被从废墟中救出。除了城市，政府同样重视农村的搜救工作。俄乌局势1、俄国家原子能集团总裁：愿继续推进在扎波罗热核电站建立安全区相关工作俄罗斯国家原子能集团总裁利哈乔夫在与国际原子能机构总干事格罗西会晤后表示，俄罗斯始终认为保障核电站安全至关重要，俄方愿继续就在扎波罗热核电站建立安全区推进相关工作。俄罗斯国家原子能集团和国际原子能机构同意继续就此进行接触，并在多领域开展合作。2、乌克兰基辅一座工厂发生爆炸 已致4人死亡乌克兰基辅军政管理局当地时间9日称，基辅一座工厂当天发生爆炸，已造成4人死亡。基辅军政管理局没有说明引起爆炸的原因。3、俄联邦财政部今年将把国家福利基金中的欧元份额清零俄罗斯财政部副部长弗拉基米尔•克雷切夫表示，2023年俄罗斯财政部把国家福利基金中的欧元份额清零，该基金将只剩下黄金、人民币和卢布。 (俄罗斯卫星通讯社)公司新闻1、微软已解散工业元宇宙应用团队据一位直接了解此事的人士透露，微软已经解散了仅成立四个月的元宇宙应用团队，该团队旨在帮助客户在工业环境中使用元宇宙。这位知情人士说，该团队约100名员工已全部被解雇。2、行业内首例！格芯与通用达成长期直接供货协议美东时间周四，通用汽车与格芯(GlobalFoundries)联合宣布，两家公司达成了一项长期协议，格芯将为通用直接供应芯片，以免后者再度面临芯片短缺的困境。两家公司称这一协议还是行业内的首例，据这两家公司称，格芯将在其位于纽约州北部的半导体工厂为通用汽车建立专门的生产能力。3、爆赚560亿美元之后埃克森美孚计划重组业务部门据媒体最新报道，埃克森美孚计划合并业务部门，作为正在进行的公司重组的一部分，预计将削减成本并进行一些裁员。据一份埃克森美孚发送给员工的备忘录显示，这家石油公司计划组建三个新机构，今年晚些时候，公司将把几个规模较小的部门，如金融服务、采购和客户服务部门合并在一起。据悉，埃克森美孚石油将首次创建全球能源交易部门，并将在5月份创建新的供应链组织，名为“埃克森美孚供应链组织(EMSC)”。埃克森美孚近期发布的财报显示，公司2022年净利润为560亿美元，这一年度利润创下西方石油行业历史新高。4、迪士尼传奇CEO：只打算留两年 流媒体代表着未来当地时间周四，迪士尼CEO罗伯特·艾格表示，他不打算在CEO职位上任职超过两年，流媒体代表着未来，是公司重点发展的业务。艾格于去年11月重掌迪士尼，他的回归让外界对迪士尼的未来重拾信心。作为迪士尼公司史上的传奇CEO，艾格于2005年10月成为公司首席执行官，并于2020年2月卸任。不过，艾格周四在接受采访时表示：“我的计划是在这里呆两年，这是我的合同上写的，是我与董事会达成的协议，也是我的偏好。”5、商品贸易巨头托克遭遇镍交易骗局 损失最高可达5.77亿美元当地时间周四，全球商品和原油贸易巨头托克（Trafigura）在官网发布声明，披露公司在镍交易过程中碰上了一起骗局。在声明中，托克指控称，公司发现迪拜金属商人Prateek Gupta控制的一系列公司在交易镍金属的过程中实施“系统性欺诈”。通过初步核查该公司发货的集装箱，发现里面装的根本就不是镍。考虑到更多的集装箱正在运输过程中，公司预期最多可能造成5.77亿美元的损失，并将计入2023年上半年的财报中。","news_type":1,"symbols_score_info":{"NQmain":0.9,"PSQ":0.9,"MNQmain":0.9,"ZTmain":0.9,"QQQ":0.9,"03086":0.9,"ZNmain":0.9,"ZFmain":0.9,"TNmain":0.9,"TLT":0.9,"UBmain":0.9,"SQQQ":0.9,"TQQQ":0.9,"QLD":0.9,"IEI":0.9,"ZBmain":0.9,"BND":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}