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liuxiangwei
liuxiangwei
·
2023-06-18
[微笑]
rate hike "ineffective"? US stocks have rebounded, and the dollar has also fallen back.
“四十年来最激进加息周期”如同没有发生!
rate hike "ineffective"? US stocks have rebounded, and the dollar has also fallen back.
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liuxiangwei
liuxiangwei
·
2023-05-20
[微笑]
"Extreme Game"! U.S. debt ceiling negotiations "ended without results" on Friday
美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束,双方均未提及任何进展,也没有安排进一步的会议。据报道,债务上限僵局集中在2024年的支出水平上。据路透报道,美国白宫与共和党谈判代表周五
"Extreme Game"! U.S. debt ceiling negotiations "ended without results" on Friday
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liuxiangwei
liuxiangwei
·
2023-05-19
[微笑]
Sorry, this post has been deleted
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liuxiangwei
liuxiangwei
·
2023-05-14
[微笑]
Sorry, this post has been deleted
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liuxiangwei
liuxiangwei
·
2023-05-04
[微笑]
It's not just about "moats"! Buffett also has a major investment "trick".
巴菲特投资的大多数公司都派息,预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。一年一度的“投资界春晚”、伯克希尔·哈撒韦股东会将在周六召开,这时候,普通投资者又会抛出灵魂一问:巴菲特
It's not just about "moats"! Buffett also has a major investment "trick".
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liuxiangwei
liuxiangwei
·
2023-05-03
[微笑]
Pre-market | The Federal Reserve's interest rate drama unfolds tonight, potentially ushering in its final rate hike! Estée Lauder's financial report disappointed, causing a 15% drop.
摘要:4月“小非农”数据远超预期,美股股指期货上涨;财报欠佳,雅诗兰黛跌超15%、AMD跌超7%、星巴克前跌超5%;欧洲主要股指涨多跌少,国际油价下跌。5月3日,美股股指期货上涨,道指期货涨0.11%
Pre-market | The Federal Reserve's interest rate drama unfolds tonight, potentially ushering in its final rate hike! Estée Lauder's financial report disappointed, causing a 15% drop.
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liuxiangwei
liuxiangwei
·
2023-04-30
[微笑]
How long can US tech stocks remain bullish? It all depends on Apple and AMD's earnings reports next week.
后续财报可能“喜忧参半”,AI热潮带动芯片需求增加,AMD、高通财报指引可能好于预期,而苹果可能会公布其产品部门三年来首次全面萎缩。经济衰退阴云笼罩下,微软、Meta等科技巨头扛住了压力,一季度业绩超
How long can US tech stocks remain bullish? It all depends on Apple and AMD's earnings reports next week.
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liuxiangwei
liuxiangwei
·
2023-04-29
[微笑]
Who will win the First Republic? Report: FDIC requires bidders such as JPMorgan Chase to submit final offers by Sunday.
作为吸收存款超过10%的大型银行,摩根大通的收购在监管方面存在障碍,但为了拯救第一共和银行,也存在破例的可能性。岌岌可危的第一共和银行迎来了意向方:摩根大通、PNC都有可能成为最终收购者。据彭博今日报
Who will win the First Republic? Report: FDIC requires bidders such as JPMorgan Chase to submit final offers by Sunday.
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liuxiangwei
liuxiangwei
·
2023-04-28
[微笑]
The Federal Reserve blamed the collapse of Silicon Valley Bank on management problems and inadequate supervision.
硅谷银行的管理层和总监们未能管理好自家公司的众多风险。
The Federal Reserve blamed the collapse of Silicon Valley Bank on management problems and inadequate supervision.
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liuxiangwei
liuxiangwei
·
2023-04-27
[微笑]
Is inflation stealing the spotlight? The market's focus has quietly shifted!
全球第四大财经网站Investing.com撰文指出,短期投资者必须始终意识到,尽管市场上每天都充斥着各种各样的事件,但正如行为金融学领域多次提到的那样,人性往往会偏向关注负面消息。去年市场的低迷情绪
Is inflation stealing the spotlight? The market's focus has quietly shifted!
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US stocks have rebounded, and the dollar has also fallen back.","url":"https://stock-news.laohu8.com/highlight/detail?id=1156309203","media":"华尔街见闻","summary":"“四十年来最激进加息周期”如同没有发生!","content":"<p><html><head></head><body>Looking back at the moment when the Federal Reserve paused rate hike in June, we can see a remarkable scene: the performance of the US stock market and the US dollar has remained almost unchanged compared to when the rate hike cycle began in early 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/083e237d5166eb06a4af3db441f84982\" tg-width=\"640\" tg-height=\"356\"/></p><p><h2 style=\"text-align: start;\">The market index traveled back to 15 months ago.</h2><p style=\"text-align: justify;\">By the close of trading on Friday, the S&P 500 had posted its fifth consecutive week of gains, closing at 4,409 points. When the Federal Reserve began its current rate hike cycle 15 months ago, the S&P 500 closed at 4358 points. The current S&P 500 index is higher than it was during the first rate hike on March 16, 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7359049e4467a9f0aff05065fa3d2\" tg-width=\"640\" tg-height=\"1415\"/></p><p><p style=\"text-align: justify;\"><strong>Generally speaking, the Federal Reserve's rate hike tightening of liquidity, while not a direct factor leading to a bear market, can also lead to a correction in the overall market.</strong>The sharp correction in the US stock market, especially technology stocks, in 2022 can confirm this. Following the spring rate hike, U.S. stocks were sold off and plunged into a bear market due to high inflation and rising borrowing costs, and recession predictions spread throughout the market.</p><p><p style=\"text-align: justify;\">However, US stocks rebounded sharply in the first half of this year, driven by strong corporate earnings. Before the earnings season began at the beginning of the year, Wall Street analysts had already significantly lowered their expectations. However, after companies released their earnings reports one after another, strong performance offset the pessimistic sentiment.</p><p><p style=\"text-align: justify;\">According to FactSet data, as of the end of May, nearly 80% of U.S. listed companies reported better-than-expected first-quarter earnings, a two-year high.</p><p><p style=\"text-align: justify;\">In addition, driven by the ChatGPT craze, major tech stocks such as the Seven Sisters (Apple, Microsoft, Nvidia, Amazon, Meta, Tesla, and Google) continued to rise, driving up the index. In the first half of this year, the Nasdaq and S&P 500 rebounded, entering a technical bull market.</p><p><p style=\"text-align: justify;\">Currently,<strong>Although Federal Reserve Chairman Jerome Powell maintained a hawkish stance after the June policy meeting, the future path of monetary policy is now highly certain. The market generally expects that the rate hike is nearing its end and the Fed's tightening stance can no longer suppress the market's upward momentum.</strong></p><p><p style=\"text-align: justify;\">Bloomberg quoted experts as saying,<strong>Over the next 6-12 months, the importance of the Federal Reserve will decrease, while other global drivers and fundamental factors will play a greater role.</strong></p><p><p style=\"text-align: justify;\">Furthermore, according to Citigroup's model, the impact of macroeconomic factors on the stock market has decreased from 83% to 71% since March, the largest three-month drop since 2009.</p><p><h2 style=\"text-align: start;\">the US Dollar Index fell in tandem</h2><p style=\"text-align: justify;\">At the same time, the strength of the US dollar has also weakened, with the US Dollar Index currently trading near its April 2022 level, down nearly 10% from its all-time high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/933da88b6af1b7ce7a54fb42e84aa2ec\" tg-width=\"640\" tg-height=\"833\"/></p><p><p style=\"text-align: justify;\"><strong>The the US Dollar Index, which measures the volatility of the US dollar against six major currencies, is sensitive to interest rate policy and is usually positively correlated with interest rate levels, i.e., rate hike pushes the US Dollar Index higher and vice versa.</strong></p><p><p style=\"text-align: justify;\">This can be observed in the current rate hike cycle, which has lasted 15 months and accumulated 500 basis points. The Federal Reserve began rate hike in March 2022, and then aggressively raised rate hike by 75 basis points four times between June and September. the US Dollar Index rose from approximately 102 in early June to approximately 114 at the end of September, a cumulative increase of over 11%. During this period, other currencies faced enormous depreciation pressure. It wasn't until the recent resolution of the debt ceiling crisis and the clear signal from the Federal Reserve to suspend rate hike that the US Dollar Index finally retreated.</p><p><p style=\"text-align: justify;\">Currently, the market expects two more rate hike of 25 basis points or 50 basis points before the end of this year. However, the previously widely expected recession has not yet occurred. The U.S. economy appears to have withstood the impact of rate hike, the labor market is resilient, and corporate balance sheets are mostly healthy.<strong>In their latest report, Bank of America strategists upgraded their outlook for the U.S. stock market and are increasingly optimistic about the economic outlook. They predict that even if a recession occurs, it will be relatively mild.</strong></p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>rate hike \"ineffective\"? US stocks have rebounded, and the dollar has also fallen back.</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\">\nrate hike \"ineffective\"? US stocks have rebounded, and the dollar has also fallen back.\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\">2023-06-18 20:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Looking back at the moment when the Federal Reserve paused rate hike in June, we can see a remarkable scene: the performance of the US stock market and the US dollar has remained almost unchanged compared to when the rate hike cycle began in early 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/083e237d5166eb06a4af3db441f84982\" tg-width=\"640\" tg-height=\"356\"/></p><p><h2 style=\"text-align: start;\">The market index traveled back to 15 months ago.</h2><p style=\"text-align: justify;\">By the close of trading on Friday, the S&P 500 had posted its fifth consecutive week of gains, closing at 4,409 points. When the Federal Reserve began its current rate hike cycle 15 months ago, the S&P 500 closed at 4358 points. The current S&P 500 index is higher than it was during the first rate hike on March 16, 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7359049e4467a9f0aff05065fa3d2\" tg-width=\"640\" tg-height=\"1415\"/></p><p><p style=\"text-align: justify;\"><strong>Generally speaking, the Federal Reserve's rate hike tightening of liquidity, while not a direct factor leading to a bear market, can also lead to a correction in the overall market.</strong>The sharp correction in the US stock market, especially technology stocks, in 2022 can confirm this. Following the spring rate hike, U.S. stocks were sold off and plunged into a bear market due to high inflation and rising borrowing costs, and recession predictions spread throughout the market.</p><p><p style=\"text-align: justify;\">However, US stocks rebounded sharply in the first half of this year, driven by strong corporate earnings. Before the earnings season began at the beginning of the year, Wall Street analysts had already significantly lowered their expectations. However, after companies released their earnings reports one after another, strong performance offset the pessimistic sentiment.</p><p><p style=\"text-align: justify;\">According to FactSet data, as of the end of May, nearly 80% of U.S. listed companies reported better-than-expected first-quarter earnings, a two-year high.</p><p><p style=\"text-align: justify;\">In addition, driven by the ChatGPT craze, major tech stocks such as the Seven Sisters (Apple, Microsoft, Nvidia, Amazon, Meta, Tesla, and Google) continued to rise, driving up the index. In the first half of this year, the Nasdaq and S&P 500 rebounded, entering a technical bull market.</p><p><p style=\"text-align: justify;\">Currently,<strong>Although Federal Reserve Chairman Jerome Powell maintained a hawkish stance after the June policy meeting, the future path of monetary policy is now highly certain. The market generally expects that the rate hike is nearing its end and the Fed's tightening stance can no longer suppress the market's upward momentum.</strong></p><p><p style=\"text-align: justify;\">Bloomberg quoted experts as saying,<strong>Over the next 6-12 months, the importance of the Federal Reserve will decrease, while other global drivers and fundamental factors will play a greater role.</strong></p><p><p style=\"text-align: justify;\">Furthermore, according to Citigroup's model, the impact of macroeconomic factors on the stock market has decreased from 83% to 71% since March, the largest three-month drop since 2009.</p><p><h2 style=\"text-align: start;\">the US Dollar Index fell in tandem</h2><p style=\"text-align: justify;\">At the same time, the strength of the US dollar has also weakened, with the US Dollar Index currently trading near its April 2022 level, down nearly 10% from its all-time high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/933da88b6af1b7ce7a54fb42e84aa2ec\" tg-width=\"640\" tg-height=\"833\"/></p><p><p style=\"text-align: justify;\"><strong>The the US Dollar Index, which measures the volatility of the US dollar against six major currencies, is sensitive to interest rate policy and is usually positively correlated with interest rate levels, i.e., rate hike pushes the US Dollar Index higher and vice versa.</strong></p><p><p style=\"text-align: justify;\">This can be observed in the current rate hike cycle, which has lasted 15 months and accumulated 500 basis points. The Federal Reserve began rate hike in March 2022, and then aggressively raised rate hike by 75 basis points four times between June and September. the US Dollar Index rose from approximately 102 in early June to approximately 114 at the end of September, a cumulative increase of over 11%. During this period, other currencies faced enormous depreciation pressure. It wasn't until the recent resolution of the debt ceiling crisis and the clear signal from the Federal Reserve to suspend rate hike that the US Dollar Index finally retreated.</p><p><p style=\"text-align: justify;\">Currently, the market expects two more rate hike of 25 basis points or 50 basis points before the end of this year. However, the previously widely expected recession has not yet occurred. The U.S. economy appears to have withstood the impact of rate hike, the labor market is resilient, and corporate balance sheets are mostly healthy.<strong>In their latest report, Bank of America strategists upgraded their outlook for the U.S. stock market and are increasingly optimistic about the economic outlook. They predict that even if a recession occurs, it will be relatively mild.</strong></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3691390\">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/55eb327f580527889cf30bafa92692ae","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3691390","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1156309203","content_text":"站在六月美联储暂停加息的节点回看,可以发现这样一幕神奇的景象:美股大盘和美元的表现,相比22年初加息周期开始时几乎没有变化。大盘指数时空穿越 回到15个月前截至周五美股收盘,标普500指数收获五周连阳,报4409点。当15个月前,美联储开启本轮加息周期时,标普大盘收于4358点。现在的标普500指数,比2022年3月16日第一次加息时还要高。通常来说,美联储加息收紧流动性,尽管不是导致熊市的直接因素,但也会导致大盘的调整。2022年,美国股市尤其是科技股的大幅调整可以印证这一点。在春天的加息之后,由于高通膨和借贷成本攀升,美国股票遭到抛售而落入熊市,经济衰退预测更是在市场中扩散。但是,今年上半年,在强劲的企业盈利推动下,美股大幅反弹。在年初进入财报季之前,华尔街分析师原本已经大幅下调预期,结果,在企业陆续公布财报后,强劲业绩抵消了悲观情绪。FactSet的数据显示,截至5月底,近80%美股上市公司第一季度财报超出预期,比例创下2年来新高。此外,在ChatGPT掀起的热潮推动下,美股七姐妹(苹果、微软、英伟达、亚马逊、Meta、特斯拉和谷歌)等大型科技股持续走高,拉动指数上升。今年上半年,纳指和标普500指数出现反弹,相继进入技术性牛市。目前来看,尽管在六月议息会议后美联储主席鲍威尔依然坚持放鹰,但货币政策的未来路径已有很高确定性,市场普遍预计加息已经临近终点,联储的紧缩立场已经无法再抑制市场的上行动力。彭博社援引专家说法称,未来6-12个月,美联储的重要性会降低,其他全球驱动因素和基本面因素将发挥更大的作用。此外,根据花旗集团的模型,自3月以来,宏观因素对股市的影响已从83%降至71%,这是2009年以来最大的三个月降幅。美元指数同步回落与此同时,美元的强势也有所减弱,美元指数目前在2022年4月的水平附近交易,较其历史高点下降了近10%。衡量美元对六种主要货币汇率波动的美元指数对利率政策较为敏感,通常与利率水平呈正相关关系,即加息推动美元指数上涨,反之则下跌。在本轮已持续15个月、累计500基点的加息周期中,可以观察到这一点。美联储自22年3月开始加息,随后在6月至9月期间,连续四次激进加息75个基点。美元指数从6月初的约102涨至9月末的约114,累计涨幅超过11%。期间其他货币承受了巨大的贬值压力。直到近期债务上限危机解决、美联储暂停加息信号明确,美元指数才终于回落。目前,市场预计,到今年年底前还会有两次25个基点或一次50个基点的加息。但此前普遍预计的衰退尚还没有发生,美国经济似乎已经承受了加息的冲击,劳动力市场富有弹性,企业资产负债表大多健康。美银的策略师在最新报告中提升了他们对美股市场的展望,并对经济前景越来越乐观,他们预测,如果出现经济衰退,也会相对温和。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970507898,"gmtCreate":1684567119114,"gmtModify":1684567122706,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970507898","repostId":"1134825236","repostType":2,"repost":{"id":"1134825236","kind":"news","pubTimestamp":1684547417,"share":"https://ttm.financial/m/news/1134825236?lang=en_US&edition=fundamental","pubTime":"2023-05-20 09:50","market":"us","language":"zh","title":"\"Extreme Game\"! U.S. debt ceiling negotiations \"ended without results\" on Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1134825236","media":"华尔街见闻","summary":"美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束,双方均未提及任何进展,也没有安排进一步的会议。据报道,债务上限僵局集中在2024年的支出水平上。据路透报道,美国白宫与共和党谈判代表周五","content":"<p><html><head></head><body>The second meeting between the White House and Republican negotiators on raising the debt ceiling ended Friday with neither side mentioning any progress nor scheduling further meetings. According to reports, the debt ceiling impasse focuses on spending levels in 2024.<p style=\"text-align: justify;\">According to Reuters, the second meeting between the White House and Republican negotiators on raising the debt ceiling concluded on Friday, with neither side mentioning any progress nor scheduling further meetings.</p><p><p style=\"text-align: justify;\">Republican Representative garrett Graves told reporters after a brief meeting with White House officials at the Capitol:</p><p>“We had a very, very frank discussion, discussing our current situation and how things need to develop.”<p style=\"text-align: justify;\">\"Tonight is not a negotiation,\" Graves said, adding,<strong>The time of the next meeting has not yet been determined.</strong></p><p><p style=\"text-align: justify;\"><strong>He agreed with GOP leader and House Speaker McCarthy that progress needs to be made in changing the “trajectory” of rapidly rising U.S. government deficit spending and debt.</strong></p><p><p style=\"text-align: justify;\">McCarthy said, \"We must spend less than last year.\"</p><p><p style=\"text-align: justify;\">Another Republican negotiator, Representative Patrick McHenry, said McCarthy would be briefed on the progress of the negotiations.</p><p><p style=\"text-align: justify;\"><strong>Neither member of parliament mentioned any progress.</strong></p><p><p style=\"text-align: justify;\">In the first meeting on Friday morning, McCarthy's debt ceiling negotiators abruptly left shortly after a closed-door meeting with White House representatives began.</p><p><p style=\"text-align: justify;\">The news shook financial markets as the debt ceiling deadline approached.</p><p><h2>Focus of Controversy: Spending Levels in 2024</h2><p style=\"text-align: justify;\">Republicans are pushing for deep spending cuts in exchange for raising the cap.</p><p><p style=\"text-align: justify;\">The debt ceiling impasse focuses on spending levels in 2024.</p><p><p style=\"text-align: justify;\">According to a previous report by Axios, Democratic Representative Dusty Johnson stated:</p><p><p style=\"text-align: justify;\">\"The White House wants to continue spending more money, and as long as that's their position, it's impossible to reach an agreement.\"</p><p><p style=\"text-align: justify;\">Johnson said McCarthy “insisted” on Republican demands to limit discretionary spending to 2022 levels.</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>\"Extreme Game\"! U.S. debt ceiling negotiations \"ended without results\" on Friday</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\"Extreme Game\"! U.S. debt ceiling negotiations \"ended without results\" on Friday\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\">2023-05-20 09:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The second meeting between the White House and Republican negotiators on raising the debt ceiling ended Friday with neither side mentioning any progress nor scheduling further meetings. According to reports, the debt ceiling impasse focuses on spending levels in 2024.<p style=\"text-align: justify;\">According to Reuters, the second meeting between the White House and Republican negotiators on raising the debt ceiling concluded on Friday, with neither side mentioning any progress nor scheduling further meetings.</p><p><p style=\"text-align: justify;\">Republican Representative garrett Graves told reporters after a brief meeting with White House officials at the Capitol:</p><p>“We had a very, very frank discussion, discussing our current situation and how things need to develop.”<p style=\"text-align: justify;\">\"Tonight is not a negotiation,\" Graves said, adding,<strong>The time of the next meeting has not yet been determined.</strong></p><p><p style=\"text-align: justify;\"><strong>He agreed with GOP leader and House Speaker McCarthy that progress needs to be made in changing the “trajectory” of rapidly rising U.S. government deficit spending and debt.</strong></p><p><p style=\"text-align: justify;\">McCarthy said, \"We must spend less than last year.\"</p><p><p style=\"text-align: justify;\">Another Republican negotiator, Representative Patrick McHenry, said McCarthy would be briefed on the progress of the negotiations.</p><p><p style=\"text-align: justify;\"><strong>Neither member of parliament mentioned any progress.</strong></p><p><p style=\"text-align: justify;\">In the first meeting on Friday morning, McCarthy's debt ceiling negotiators abruptly left shortly after a closed-door meeting with White House representatives began.</p><p><p style=\"text-align: justify;\">The news shook financial markets as the debt ceiling deadline approached.</p><p><h2>Focus of Controversy: Spending Levels in 2024</h2><p style=\"text-align: justify;\">Republicans are pushing for deep spending cuts in exchange for raising the cap.</p><p><p style=\"text-align: justify;\">The debt ceiling impasse focuses on spending levels in 2024.</p><p><p style=\"text-align: justify;\">According to a previous report by Axios, Democratic Representative Dusty Johnson stated:</p><p><p style=\"text-align: justify;\">\"The White House wants to continue spending more money, and as long as that's their position, it's impossible to reach an agreement.\"</p><p><p style=\"text-align: justify;\">Johnson said McCarthy “insisted” on Republican demands to limit discretionary spending to 2022 levels.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3689223\">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/92ece06f0d5f47ced3643ec6cfcc433e","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3689223","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134825236","content_text":"美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束,双方均未提及任何进展,也没有安排进一步的会议。据报道,债务上限僵局集中在2024年的支出水平上。据路透报道,美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束,双方均未提及任何进展,也没有安排进一步的会议。共和党众议员格雷夫斯(garrett Graves)在国会大厦与白宫官员举行简短会晤后对记者说:“我们进行了非常、非常坦诚的讨论,讨论了我们的现状,讨论了事情需要如何发展。”“今晚不是一次谈判,”格雷夫斯说,并补充说,下一次会议的时间尚未确定。他赞同美国共和党领袖、众议院议长麦卡锡的说法,即需要在改变美国政府赤字支出和债务迅速上升的“轨迹”方面取得进展。麦卡锡说:“我们的支出必须比去年少。”另一位共和党谈判代表、众议员Patrick McHenry说,麦卡锡将听取有关谈判进展的简报。两位议员都没有提到任何进展。在周五早上的第一次会议上,麦卡锡的债务上限谈判代表与白宫代表的闭门会议开始后不久便突然离开。随着债务上限最后期限的临近,这一消息震动了金融市场。焦点争议:2024年的支出水平共和党人正在推动大幅削减开支,以换取提高上限。债务上限僵局集中在2024年的支出水平上。据媒体Axios此前报道,民主党众议员Dusty Johnson表示:“白宫想继续花更多的钱,只要这是他们的立场,就不可能达成协议。”Johnson说,麦卡锡“坚持”共和党要求将可自由支配的支出限制在2022年的水平。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970228681,"gmtCreate":1684496746444,"gmtModify":1684496749872,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970228681","repostId":"1134007963","repostType":2,"isVote":1,"tweetType":1,"viewCount":5475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970370588,"gmtCreate":1684079218444,"gmtModify":1684079222099,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970370588","repostId":"1154230640","repostType":2,"isVote":1,"tweetType":1,"viewCount":5356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947262068,"gmtCreate":1683201461955,"gmtModify":1683201465585,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947262068","repostId":"1185922715","repostType":2,"repost":{"id":"1185922715","kind":"news","pubTimestamp":1683200165,"share":"https://ttm.financial/m/news/1185922715?lang=en_US&edition=fundamental","pubTime":"2023-05-04 19:36","market":"us","language":"zh","title":"It's not just about \"moats\"! Buffett also has a major investment \"trick\".","url":"https://stock-news.laohu8.com/highlight/detail?id=1185922715","media":"华尔街见闻","summary":"巴菲特投资的大多数公司都派息,预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。一年一度的“投资界春晚”、伯克希尔·哈撒韦股东会将在周六召开,这时候,普通投资者又会抛出灵魂一问:巴菲特","content":"<p><html><head></head><body><strong>Most of the companies Buffett invests in pay dividends, and Berkshire Hathaway is expected to earn approximately $5.7 billion in cash from its stock portfolio this year.</strong><p style=\"text-align: justify;\">The annual \"Spring Festival Gala of the Investment World,\" the Berkshire Hathaway shareholder meeting, will be held on Saturday. At this time, ordinary investors will once again pose a crucial question:</p><p><p style=\"text-align: justify;\">Why are Buffett's stock picks so successful?</p><p><p style=\"text-align: justify;\">The Wall Street Journal summarized two answers to this question.</p><p><p style=\"text-align: justify;\">According to an article published in the newspaper on Wednesday, one answer is universally known: Buffett's exceptional ability to select high-quality companies, while the other is much less remarkable—his preference for dividend-paying stocks.</p><p><p style=\"text-align: justify;\">Note,<strong>Most of the companies Buffett invests in pay dividends.</strong></p><p><p style=\"text-align: justify;\">According to Dow Jones Market Data's analysis of the company's announcements,<strong>Berkshire Hathaway is expected to earn approximately $5.7 billion in cash from its stock portfolio this year.</strong></p><p><p style=\"text-align: justify;\">Nearly a fifth of that will come from Chevron, one of Berkshire's largest holdings.<strong>Chevron has increased its dividend for 36 consecutive years.</strong></p><p><p style=\"text-align: justify;\">In addition, Dow Jones market data shows that Berkshire Hathaway will also receive more than $700 million each from Coca-Cola, Apple, and Bank of America, more than $500 million from Kraft Heinz, and approximately $363 million from American Express.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fa8ab5d9e43dc821c224f2bc8d3a57b\" tg-width=\"554\" tg-height=\"439\"/></p><p><p style=\"text-align: justify;\"><strong>\"This is what he likes: dividends and buybacks.\"</strong>Todd Finkle, a professor of entrepreneurship at Gonzaga University, said that Finkle once wrote a book about Buffett's career.</p><p><p style=\"text-align: justify;\">Mr. Finkle says Mr. Buffett is good at picking companies that have stood the test of time and improved Dividend in many economic cycles. Over time, this both increased the value of Berkshire's stock portfolio and expanded the company's ample cash reserves that it could use for its own businesses, as well as for acquisitions and share buybacks.</p><p><p style=\"text-align: justify;\">According to Berkshire Hathaway's most recent financial report, the company had $128.6 billion in cash and cash equivalents at the end of 2022.</p><p><p style=\"text-align: justify;\">Finkle stated that Buffett's preference for dividend-paying stocks is not his \"secret weapon,\" but it is certainly part of it.</p><p><p style=\"text-align: justify;\">Take Coca-Cola, Buffett's favorite drink, for example.</p><p><p style=\"text-align: justify;\">In 1994, Berkshire Hathaway bought its current holdings of approximately 400 million Coca-Cola shares for $1.3 billion, receiving $75 million in cash Dividend that year.</p><p><p style=\"text-align: justify;\"><strong>In 2022, this figure increased nearly tenfold to $704 million, while the market value of Berkshire Hathaway's Coca-Cola shares soared to $25 billion.</strong></p><p><p style=\"text-align: justify;\">In his annual letter to shareholders earlier this year, Buffett stated,<strong>Dividend grows every year, as certain as a birthday.</strong></p><p><p style=\"text-align: justify;\">In his shareholder letter, Buffett stated:</p><p>All Charlie (Munger) and I had to do was cash Coca-Cola's quarterly Dividend checks.<p style=\"text-align: justify;\">Buffett and Munger predict that Coca-Cola will continue to increase its Dividend in the future. Coca-Cola said in February that it had approved the 61st consecutive increase in annual Dividend.</p><p><p style=\"text-align: justify;\">In other words, according to Finkle, Buffett's \"secret weapon\" in stock selection is actually \"selecting high-quality companies + dividend-paying stocks\".</p><p><p style=\"text-align: justify;\">This \"secret weapon\" achieved similar returns for Berkshire Hathaway when used on American Express.</p><p><p style=\"text-align: justify;\">Berkshire completed the vast majority of its $1.3 billion acquisition of American Express shares in 1995 and acquired $41 million in Dividend that year.</p><p><p style=\"text-align: justify;\">Last year, Berkshire Hathaway's stake in American Express was worth $22 billion, and it received $302 million in Dividend from the latter.</p><p><p style=\"text-align: justify;\">\"These Dividend gains, while satisfactory, are far from spectacular,\" he said in his letter. \"But the important thing is that they brought about an increase in stock prices.\"</p><p><p style=\"text-align: justify;\">Generally, investors tend to reinvest dividends into their original stocks, but Berkshire Hathaway did not reinvest dividends from Coca-Cola and American Express in these two stocks. The increased stake was due to years of share buybacks by the two companies.</p><p><p style=\"text-align: justify;\">In fact,<strong>Berkshire has not increased its stake in Coca-Cola and American Express stock since the 1990s, some speculate, perhaps because it hates paying too high a price for its investments.</strong></p><p><p style=\"text-align: justify;\">In a 1983 letter to Berkshire Hathaway shareholders, Buffett said:</p><p>For investors, buying stock in a good company at an excessively high price may offset the impact of favorable business development over the next decade.<p style=\"text-align: justify;\">It is worth noting that while Dividend can provide stable income like bonds, it still carries risks.</p><p><p style=\"text-align: justify;\">For example, if a company is short on cash flow, it can cut or even suspend dividends, and suspending dividends often causes the stock price to fall because investors often see it as a signal that the company is in a major financial crisis. In addition, when investors choose more expensive growth stocks, their Dividend often perform poorly.</p><p></body></html></p>","source":"wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It's not just about \"moats\"! Buffett also has a major investment \"trick\".</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\">\nIt's not just about \"moats\"! Buffett also has a major investment \"trick\".\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\">2023-05-04 19:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Most of the companies Buffett invests in pay dividends, and Berkshire Hathaway is expected to earn approximately $5.7 billion in cash from its stock portfolio this year.</strong><p style=\"text-align: justify;\">The annual \"Spring Festival Gala of the Investment World,\" the Berkshire Hathaway shareholder meeting, will be held on Saturday. At this time, ordinary investors will once again pose a crucial question:</p><p><p style=\"text-align: justify;\">Why are Buffett's stock picks so successful?</p><p><p style=\"text-align: justify;\">The Wall Street Journal summarized two answers to this question.</p><p><p style=\"text-align: justify;\">According to an article published in the newspaper on Wednesday, one answer is universally known: Buffett's exceptional ability to select high-quality companies, while the other is much less remarkable—his preference for dividend-paying stocks.</p><p><p style=\"text-align: justify;\">Note,<strong>Most of the companies Buffett invests in pay dividends.</strong></p><p><p style=\"text-align: justify;\">According to Dow Jones Market Data's analysis of the company's announcements,<strong>Berkshire Hathaway is expected to earn approximately $5.7 billion in cash from its stock portfolio this year.</strong></p><p><p style=\"text-align: justify;\">Nearly a fifth of that will come from Chevron, one of Berkshire's largest holdings.<strong>Chevron has increased its dividend for 36 consecutive years.</strong></p><p><p style=\"text-align: justify;\">In addition, Dow Jones market data shows that Berkshire Hathaway will also receive more than $700 million each from Coca-Cola, Apple, and Bank of America, more than $500 million from Kraft Heinz, and approximately $363 million from American Express.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fa8ab5d9e43dc821c224f2bc8d3a57b\" tg-width=\"554\" tg-height=\"439\"/></p><p><p style=\"text-align: justify;\"><strong>\"This is what he likes: dividends and buybacks.\"</strong>Todd Finkle, a professor of entrepreneurship at Gonzaga University, said that Finkle once wrote a book about Buffett's career.</p><p><p style=\"text-align: justify;\">Mr. Finkle says Mr. Buffett is good at picking companies that have stood the test of time and improved Dividend in many economic cycles. Over time, this both increased the value of Berkshire's stock portfolio and expanded the company's ample cash reserves that it could use for its own businesses, as well as for acquisitions and share buybacks.</p><p><p style=\"text-align: justify;\">According to Berkshire Hathaway's most recent financial report, the company had $128.6 billion in cash and cash equivalents at the end of 2022.</p><p><p style=\"text-align: justify;\">Finkle stated that Buffett's preference for dividend-paying stocks is not his \"secret weapon,\" but it is certainly part of it.</p><p><p style=\"text-align: justify;\">Take Coca-Cola, Buffett's favorite drink, for example.</p><p><p style=\"text-align: justify;\">In 1994, Berkshire Hathaway bought its current holdings of approximately 400 million Coca-Cola shares for $1.3 billion, receiving $75 million in cash Dividend that year.</p><p><p style=\"text-align: justify;\"><strong>In 2022, this figure increased nearly tenfold to $704 million, while the market value of Berkshire Hathaway's Coca-Cola shares soared to $25 billion.</strong></p><p><p style=\"text-align: justify;\">In his annual letter to shareholders earlier this year, Buffett stated,<strong>Dividend grows every year, as certain as a birthday.</strong></p><p><p style=\"text-align: justify;\">In his shareholder letter, Buffett stated:</p><p>All Charlie (Munger) and I had to do was cash Coca-Cola's quarterly Dividend checks.<p style=\"text-align: justify;\">Buffett and Munger predict that Coca-Cola will continue to increase its Dividend in the future. Coca-Cola said in February that it had approved the 61st consecutive increase in annual Dividend.</p><p><p style=\"text-align: justify;\">In other words, according to Finkle, Buffett's \"secret weapon\" in stock selection is actually \"selecting high-quality companies + dividend-paying stocks\".</p><p><p style=\"text-align: justify;\">This \"secret weapon\" achieved similar returns for Berkshire Hathaway when used on American Express.</p><p><p style=\"text-align: justify;\">Berkshire completed the vast majority of its $1.3 billion acquisition of American Express shares in 1995 and acquired $41 million in Dividend that year.</p><p><p style=\"text-align: justify;\">Last year, Berkshire Hathaway's stake in American Express was worth $22 billion, and it received $302 million in Dividend from the latter.</p><p><p style=\"text-align: justify;\">\"These Dividend gains, while satisfactory, are far from spectacular,\" he said in his letter. \"But the important thing is that they brought about an increase in stock prices.\"</p><p><p style=\"text-align: justify;\">Generally, investors tend to reinvest dividends into their original stocks, but Berkshire Hathaway did not reinvest dividends from Coca-Cola and American Express in these two stocks. The increased stake was due to years of share buybacks by the two companies.</p><p><p style=\"text-align: justify;\">In fact,<strong>Berkshire has not increased its stake in Coca-Cola and American Express stock since the 1990s, some speculate, perhaps because it hates paying too high a price for its investments.</strong></p><p><p style=\"text-align: justify;\">In a 1983 letter to Berkshire Hathaway shareholders, Buffett said:</p><p>For investors, buying stock in a good company at an excessively high price may offset the impact of favorable business development over the next decade.<p style=\"text-align: justify;\">It is worth noting that while Dividend can provide stable income like bonds, it still carries risks.</p><p><p style=\"text-align: justify;\">For example, if a company is short on cash flow, it can cut or even suspend dividends, and suspending dividends often causes the stock price to fall because investors often see it as a signal that the company is in a major financial crisis. In addition, when investors choose more expensive growth stocks, their Dividend often perform poorly.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3687974\">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/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://wallstreetcn.com/articles/3687974","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185922715","content_text":"巴菲特投资的大多数公司都派息,预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。一年一度的“投资界春晚”、伯克希尔·哈撒韦股东会将在周六召开,这时候,普通投资者又会抛出灵魂一问:巴菲特的选股为什么会如此成功?对于这个问题,《华尔街日报》总结了两个答案。根据该报周三发布的文章,其中一个答案无人不晓,即巴菲特出神入化的挑选优质公司的能力,另外一个则不起眼得多——青睐派息股。注意,巴菲特投资的大多数公司都派息。根据Dow Jones Market Data对公司公告的分析,预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。其中近五分之一将来自伯克希尔最大持股之一的雪佛龙,雪佛龙已连续36年增加派息。另外,道琼斯市场数据显示,伯克希尔还将从可口可乐、苹果和美国银行各拿到逾7亿美元,从卡夫亨氏公司拿到逾5亿美元,从美国运通公司拿到约3.63亿美元。 “这就是他喜欢的:派息和回购,”贡萨加大学创业学教授Todd Finkle说,Finkle曾写过一本关于巴菲特职业生涯的书。Finkle说,巴菲特擅长挑选在许多经济周期中经受住时间考验并提高股息的公司。随着时间推移,这既增加了伯克希尔股票投资组合的价值,也扩大了公司能够用于自身业务以及收购和股票回购的充足现金储备。根据伯克希尔最近的财报,公司到2022年年底拥有1286亿美元的现金和现金等价物。Finkle表示,青睐派息股并非巴菲特的“秘密武器”,但确是其中一部分。拿巴菲特最爱的可口可乐举例。1994年,伯克希尔·哈撒韦以13亿美元买入其目前持有的大约4亿股可口可乐股份,当年就获得了7500万美元的现金股息。2022年,这一数字翻了近十倍至7.04亿美元,而伯克希尔持有的可口可乐股份市值也已飙升至250亿美元。巴菲特在今年早些时候发布的年度致股东信中称,股息每年都会增长,就像生日一样确定无疑。巴菲特在股东信中表示:我和查理(芒格)要做的只是兑现可口可乐的季度股息支票。巴菲特和芒格预计,可口可乐未来将继续提高股息。可口可乐2月份表示,已批准连续第61次提高年度股息。也就是说,按照Finkle的说法,巴菲特选股的“秘密武器”其实是“挑选优质公司+派息股”。该“秘密武器”用在美国运通公司身上也为伯克希尔实现了类似的回报。伯克希尔1995年完成了以13亿美元买入美国运通股份的绝大部分交易,并在当年获得了4100万美元的股息。去年,伯克希尔所持美国运通股份价值为220亿美元,并从后者获得了3.02亿美元的股息。“这些股息收益固然令人满意,却远谈不上惊人,”巴菲特在他的信中表示。“但重要的是它们带来了股价的上涨。”一般来说,投资者倾向于将分红重新投资到原股票上,但伯克希尔并没有将可口可乐和美国运通的分红重新投资到这两只股票中,持股比例升高则是因为两家公司多年以来的股票回购。事实上,伯克希尔自1990年代以来就没有加码可口可乐和美国运通股票,有人推测,这可能是因为他讨厌为投资支付过高的价格。巴菲特在1983年写给伯克希尔股东的信中说:对于投资者来说,以过高的价格购买一家优秀公司的股票,可能会抵消随后十年有利的业务发展所产生的影响。值得注意的是,股息虽然能够像债券一样提供稳定的收入,但仍存在风险。比如,如果一家公司现金流紧张,它可以削减甚至是暂停派息,而暂停派息又往往会导致股价下跌,因为投资者经常其视为公司出现重大财务危机的信号。另外,当投资者选择较昂贵的成长股时,其股息也往往表现不佳。","news_type":1,"symbols_score_info":{"BRK.B":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":4989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947642017,"gmtCreate":1683117099839,"gmtModify":1683117103480,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947642017","repostId":"1161273809","repostType":2,"repost":{"id":"1161273809","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":1683117001,"share":"https://ttm.financial/m/news/1161273809?lang=en_US&edition=fundamental","pubTime":"2023-05-03 20:30","market":"us","language":"zh","title":"Pre-market | The Federal Reserve's interest rate drama unfolds tonight, potentially ushering in its final rate hike! Estée Lauder's financial report disappointed, causing a 15% drop.","url":"https://stock-news.laohu8.com/highlight/detail?id=1161273809","media":"老虎资讯综合","summary":"摘要:4月“小非农”数据远超预期,美股股指期货上涨;财报欠佳,雅诗兰黛跌超15%、AMD跌超7%、星巴克前跌超5%;欧洲主要股指涨多跌少,国际油价下跌。5月3日,美股股指期货上涨,道指期货涨0.11%","content":"<p><html><head></head><body><strong>Abstract: April's non-farm payroll data far exceeded expectations, leading to a rise in US stock index futures; Poor financial report<a href=\"https://laohu8.com/S/EL\">Estée Lauder</a>It fell by more than 15%, AMD fell by more than 7%,<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>The previous decline exceeded 5%; More major European stock indices rose than fell, and international oil prices fell.</strong>On May 3, U.S. stock index futures rose, with Dow Jones futures up 0.11%, S&P 500 futures up 0.24%, and Nasdaq futures up 0.28%.<strong>At 2:00 AM Beijing time on Thursday, the Federal Reserve's FOMC will release its May interest rate decision and policy statement. At 2:30, Federal Reserve Chairman Jerome Powell will hold a monetary policy press conference.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73094c8efd6d20a56587d8a20cef402e\" title=\"\" tg-width=\"435\" tg-height=\"200\"/></p><p>Currently, industry insiders generally expect the Federal Reserve to rate hike for the tenth consecutive time tonight on this sleepless night of interest rate decisions, which will likely be the last rate hike \"piece\" in this round of the Fed's tightening cycle. The market currently expects the Federal Reserve to raise its rate hike by 25 basis points to 5%-5.25% tonight to be as high as 88.7%, while the probability of no rate hike is only 11.3%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e27198c0487c80ae935f55cced1d6346\" title=\"\" tg-width=\"1940\" tg-height=\"960\"/></p><p><strong>Pre-market news</strong></p><p>The April non-farm payrolls data far exceeded expectations, with the U.S. ADP payrolls reaching 296,000 in April, the largest increase since July 2022. The expected number was 148,000, compared to the previous value of 145,000.</p><p>Estée Lauder's net sales for the third fiscal quarter were $3.76 billion, compared to expectations of $3.71 billion; The company lowered its fiscal year earnings forecast, expecting net sales to decline by 10% to 12% for the full year.<strong>(Estée Lauder shares fell more than 15% in pre-market trading)</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e88cee406b6a71f0170aceeb384bd18\" title=\"\" tg-width=\"813\" tg-height=\"495\"/></p><p><a href=\"https://laohu8.com/S/CVS\">CVS Health</a>Adjusted earnings per share for the fiscal year are expected to be in the range of $8.50 to $8.70, compared to the previous forecast of $8.70 to $8.90.<strong>(CVS Health fell more than 2% in pre-market trading)</strong></p><p><a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a>Late-stage trials of the Alzheimer's disease drug Donanemab have achieved positive results, with the rate of clinical decline slowing by 35% compared to placebo. Eli Lilly CEO: It is expected that the Alzheimer's disease drug Donanemab will be fully approved by the end of the year.<strong>(Eli Lilly rose more than 5% in pre-market trading)</strong></p><p>U.S. Treasury Department: U.S. Treasury Secretary Janet Yellen will attend the G7 finance ministers' meeting in Niigata, Japan, from May 11 to 13.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The Model 3 Long Range Edition has resumed sales in the United States, with the price reduced by more than $10,000 compared to last year.</p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>Negotiations are underway to open the first chip factory in Germany with an investment of up to 10 billion euros.</p><p>S&P: Will<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>The rating was downgraded from B+ to CC and subsequently further withdrawn.</p><p>It is understood<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Pre-orders for the Mustang Mach E are now open again, with some versions seeing price reductions of up to 8%, marking the second price reduction this year.</p><p>Faraday Future has confirmed that it has received an additional 180-day grace period from Nasdaq to meet Nasdaq's minimum purchase price requirement.</p><p><a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>It is claimed that the yield of its 4-nanometer chip process has improved and is close to the level of 5-nanometer. Industry insiders say that Samsung's 4-nanometer manufacturing process is comparable to TSMC's, and it has begun to win orders from major customers such as AMD.</p><p><strong>Pre-market price</strong></p><p>AMD shares fell more than 7% in pre-market trading after Q1 revenue declined 9% year-over-year, with the median Q2 revenue guidance of $5.3 billion falling short of analysts' expectations.</p><p><a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>The stock fell more than 5% in pre-market trading after Q2 2023 results exceeded market expectations. However, based on uncertainties surrounding consumer behavior and international tourism, the company decided to reiterate its full-year performance guidance.</p><p><a href=\"https://laohu8.com/S/HLN\">Haleon</a>The stock fell more than 2% in pre-market trading after first-quarter earnings per share fell short of expectations and operating profit margin declined to 23.1% year-on-year.</p><p>After its stock price halved in one day, Chegg rose more than 5% in pre-market trading. The company acknowledges that technological advancements in generative artificial intelligence have had a direct impact on its performance. Affected by this news, the stock fell by more than 48% on Tuesday.</p><p><a href=\"https://laohu8.com/S/YUMC\">Yum China</a>The stock rose nearly 3% in pre-market trading, with Q1 profits far exceeding market expectations.</p><p><strong>European Market</strong></p><p>More major European stock indices rose than fell. As of press time, Germany's DAX30 index was up 0.66%, and France's CAC40 was up 0.55%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cb50cdaa06bb11b660a6b6ebe768dfd\" title=\"\" tg-width=\"812\" tg-height=\"357\"/></p><p><strong>crude oil</strong></p><p>International oil prices fell, with US crude trading at $69.66 per barrel, down 2.79% on the day. Brent crude is currently trading at $73.28 a barrel, down 2.71% on the day.</p><p>The market is concerned that further rate hike by the Federal Reserve will exacerbate the risk of an economic recession, and the market is also concerned about...<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Concerns about the industrial crisis and debt default crisis also dampened the demand outlook, causing oil prices to plummet by more than 5% overnight, and the oil market to be bearish in the short term. This trading day will see the Federal Reserve's interest rate decision and a press conference by Fed Chairman Powell, and investors need to pay attention to the impact of these events on market sentiment. Pay attention to the EIA crude oil inventory data released tonight.</p><p><strong>gold</strong></p><p>Spot gold rose 0.07% to $2,024.45 per ounce on the day.</p><p>The market is generally awaiting the Federal Reserve's interest rate decision and Fed Chairman Powell's press conference today. The market is in a wait-and-see mood, and overall trading is relatively light. Following the overnight surge in gold prices, short-term bullish signals have increased, and it is expected to test resistance near the recent high of 2048. Before the Federal Reserve's interest rate decision, there are also \"mini non-farm payrolls\" data for the US April ADP employment data and the US April ISM non-manufacturing PMI data, which investors need to pay attention to.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-market | The Federal Reserve's interest rate drama unfolds tonight, potentially ushering in its final rate hike! Estée Lauder's financial report disappointed, causing a 15% drop.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-market | The Federal Reserve's interest rate drama unfolds tonight, potentially ushering in its final rate hike! Estée Lauder's financial report disappointed, causing a 15% drop.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-05-03 20:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Abstract: April's non-farm payroll data far exceeded expectations, leading to a rise in US stock index futures; Poor financial report<a href=\"https://laohu8.com/S/EL\">Estée Lauder</a>It fell by more than 15%, AMD fell by more than 7%,<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>The previous decline exceeded 5%; More major European stock indices rose than fell, and international oil prices fell.</strong>On May 3, U.S. stock index futures rose, with Dow Jones futures up 0.11%, S&P 500 futures up 0.24%, and Nasdaq futures up 0.28%.<strong>At 2:00 AM Beijing time on Thursday, the Federal Reserve's FOMC will release its May interest rate decision and policy statement. At 2:30, Federal Reserve Chairman Jerome Powell will hold a monetary policy press conference.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73094c8efd6d20a56587d8a20cef402e\" title=\"\" tg-width=\"435\" tg-height=\"200\"/></p><p>Currently, industry insiders generally expect the Federal Reserve to rate hike for the tenth consecutive time tonight on this sleepless night of interest rate decisions, which will likely be the last rate hike \"piece\" in this round of the Fed's tightening cycle. The market currently expects the Federal Reserve to raise its rate hike by 25 basis points to 5%-5.25% tonight to be as high as 88.7%, while the probability of no rate hike is only 11.3%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e27198c0487c80ae935f55cced1d6346\" title=\"\" tg-width=\"1940\" tg-height=\"960\"/></p><p><strong>Pre-market news</strong></p><p>The April non-farm payrolls data far exceeded expectations, with the U.S. ADP payrolls reaching 296,000 in April, the largest increase since July 2022. The expected number was 148,000, compared to the previous value of 145,000.</p><p>Estée Lauder's net sales for the third fiscal quarter were $3.76 billion, compared to expectations of $3.71 billion; The company lowered its fiscal year earnings forecast, expecting net sales to decline by 10% to 12% for the full year.<strong>(Estée Lauder shares fell more than 15% in pre-market trading)</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e88cee406b6a71f0170aceeb384bd18\" title=\"\" tg-width=\"813\" tg-height=\"495\"/></p><p><a href=\"https://laohu8.com/S/CVS\">CVS Health</a>Adjusted earnings per share for the fiscal year are expected to be in the range of $8.50 to $8.70, compared to the previous forecast of $8.70 to $8.90.<strong>(CVS Health fell more than 2% in pre-market trading)</strong></p><p><a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a>Late-stage trials of the Alzheimer's disease drug Donanemab have achieved positive results, with the rate of clinical decline slowing by 35% compared to placebo. Eli Lilly CEO: It is expected that the Alzheimer's disease drug Donanemab will be fully approved by the end of the year.<strong>(Eli Lilly rose more than 5% in pre-market trading)</strong></p><p>U.S. Treasury Department: U.S. Treasury Secretary Janet Yellen will attend the G7 finance ministers' meeting in Niigata, Japan, from May 11 to 13.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The Model 3 Long Range Edition has resumed sales in the United States, with the price reduced by more than $10,000 compared to last year.</p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>Negotiations are underway to open the first chip factory in Germany with an investment of up to 10 billion euros.</p><p>S&P: Will<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>The rating was downgraded from B+ to CC and subsequently further withdrawn.</p><p>It is understood<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Pre-orders for the Mustang Mach E are now open again, with some versions seeing price reductions of up to 8%, marking the second price reduction this year.</p><p>Faraday Future has confirmed that it has received an additional 180-day grace period from Nasdaq to meet Nasdaq's minimum purchase price requirement.</p><p><a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>It is claimed that the yield of its 4-nanometer chip process has improved and is close to the level of 5-nanometer. Industry insiders say that Samsung's 4-nanometer manufacturing process is comparable to TSMC's, and it has begun to win orders from major customers such as AMD.</p><p><strong>Pre-market price</strong></p><p>AMD shares fell more than 7% in pre-market trading after Q1 revenue declined 9% year-over-year, with the median Q2 revenue guidance of $5.3 billion falling short of analysts' expectations.</p><p><a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>The stock fell more than 5% in pre-market trading after Q2 2023 results exceeded market expectations. However, based on uncertainties surrounding consumer behavior and international tourism, the company decided to reiterate its full-year performance guidance.</p><p><a href=\"https://laohu8.com/S/HLN\">Haleon</a>The stock fell more than 2% in pre-market trading after first-quarter earnings per share fell short of expectations and operating profit margin declined to 23.1% year-on-year.</p><p>After its stock price halved in one day, Chegg rose more than 5% in pre-market trading. The company acknowledges that technological advancements in generative artificial intelligence have had a direct impact on its performance. Affected by this news, the stock fell by more than 48% on Tuesday.</p><p><a href=\"https://laohu8.com/S/YUMC\">Yum China</a>The stock rose nearly 3% in pre-market trading, with Q1 profits far exceeding market expectations.</p><p><strong>European Market</strong></p><p>More major European stock indices rose than fell. As of press time, Germany's DAX30 index was up 0.66%, and France's CAC40 was up 0.55%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cb50cdaa06bb11b660a6b6ebe768dfd\" title=\"\" tg-width=\"812\" tg-height=\"357\"/></p><p><strong>crude oil</strong></p><p>International oil prices fell, with US crude trading at $69.66 per barrel, down 2.79% on the day. Brent crude is currently trading at $73.28 a barrel, down 2.71% on the day.</p><p>The market is concerned that further rate hike by the Federal Reserve will exacerbate the risk of an economic recession, and the market is also concerned about...<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Concerns about the industrial crisis and debt default crisis also dampened the demand outlook, causing oil prices to plummet by more than 5% overnight, and the oil market to be bearish in the short term. This trading day will see the Federal Reserve's interest rate decision and a press conference by Fed Chairman Powell, and investors need to pay attention to the impact of these events on market sentiment. Pay attention to the EIA crude oil inventory data released tonight.</p><p><strong>gold</strong></p><p>Spot gold rose 0.07% to $2,024.45 per ounce on the day.</p><p>The market is generally awaiting the Federal Reserve's interest rate decision and Fed Chairman Powell's press conference today. The market is in a wait-and-see mood, and overall trading is relatively light. Following the overnight surge in gold prices, short-term bullish signals have increased, and it is expected to test resistance near the recent high of 2048. Before the Federal Reserve's interest rate decision, there are also \"mini non-farm payrolls\" data for the US April ADP employment data and the US April ISM non-manufacturing PMI data, which investors need to pay attention to.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","QQQ":"纳指100ETF","SBUX":"星巴克","SPY":"标普500ETF","LLY":"礼来","IVV":"标普500ETF-iShares",".DJI":"道琼斯","PSQ":"做空纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","BK4533":"AQR资本管理(全球第二大对冲基金)","QLD":"2倍做多纳斯达克100指数ETF-ProShares",".SPX":"S&P 500 Index","BK4558":"双十一","QID":"两倍做空纳斯达克指数ETF-ProShares","EL":"雅诗兰黛","OEF":"标普100指数ETF-iShares","BK4559":"巴菲特持仓","AMD":"美国超微公司","SPXU":"三倍做空标普500ETF-ProShares","BK4550":"红杉资本持仓","UDOW":"三倍做多道指30ETF-ProShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161273809","content_text":"摘要:4月“小非农”数据远超预期,美股股指期货上涨;财报欠佳,雅诗兰黛跌超15%、AMD跌超7%、星巴克前跌超5%;欧洲主要股指涨多跌少,国际油价下跌。5月3日,美股股指期货上涨,道指期货涨0.11%,标普500指数涨0.24%,纳指期货涨0.28%。北京时间周四凌晨2:00,美联储FOMC将公布5月利率决议及政策声明;2:30,美联储主席鲍威尔将召开货币政策新闻发布会。目前,业内人士普遍预计美联储将在今晚的这个议息不眠夜连续第十次加息,而这很可能也将是本轮美联储紧缩周期落下的最后一枚加息“棋子”。目前市场预计美联储在今晚加息25个基点至5%-5.25%的概率高达88.7%,不加息的概率则仅为11.3%。盘前要闻4月“小非农”数据远超预期,美国4月ADP就业人数为29.6万人,为2022年7月以来最大增幅;预期14.8万人,前值14.5万人。雅诗兰黛第三财季净销售额37.6亿美元,预期37.1亿美元;公司下调财年业绩预期,预计全年净销售额下降10%至12%。(雅诗兰黛盘前跌超15%)CVS健康预计财年经调整后每股收益区间在8.50~8.70美元,此前预期为8.70~8.90美元。(CVS健康盘前跌逾2%)礼来阿尔茨海默病药物Donanemab治疗的后期试验取得了积极成果,与安慰剂相比临床衰退速度减慢了35%。礼来CEO:预计阿尔茨海默病药物Donanemab将在年底前获得全面批准。(礼来盘前涨超5%)美国财政部:美国财长耶伦将参加5月11日至13日在日本新泻举行的七国集团财长会议。特斯拉在美国恢复销售Model 3长续航版,价格比去年降了1万多美元。台积电正在就斥资高达100亿欧元在德国开设首家芯片工厂进行谈判。标普:将第一共和银行评级从B+下调至CC,随后进一步撤销其评级。据悉福特汽车正在重新开放Mustang Mach E预定,某些版本降价幅度高达8%,为今年来第二次降价。法拉第未来确认收到纳斯达克额外180天的宽限期,以满足纳斯达克最低买入股价要求。三星称其4纳米芯片制程良率已改善、接近5纳米的水准。业界人士称,三星4纳米制程已可媲美台积电,开始获得AMD等大客户订单。盘前行情AMD盘前跌超7%,Q1营收同比下滑9%,Q2营收指引中值53亿美元低于分析师预期。星巴克盘前跌超5%,2023财年Q2业绩好于市场预期,但基于消费者行为及国际旅游不确定性,公司决定重申全年业绩指引。Haleon盘前跌超2%,第一季度每股收益低于预期,营业利润率同比下降至23.1%。股价一日腰斩后,Chegg盘前涨超5%。公司承认生成式人工智能的技术进步,对公司业绩产生了直接冲击。受此消息影响,周二该股下挫超48%。百胜中国盘前涨近3%,Q1利润远超市场预期。欧洲市场欧洲主要股指涨多跌少,截至发稿,德国DAX30指数涨0.66%,法国CAC40涨0.55%。原油国际油价下跌,美油报69.66美元/桶,日内跌幅2.79%;布油现报73.28美元/桶,日内跌幅2.71%。市场担忧美联储进一步加息,会加剧经济衰退风险,而且市场对美国银行业危机和债务违约危机的担忧也打击需求前景,隔夜油价大跌逾5%,短线油市偏向空头。本交易日将迎来美联储利率决议和美联储主席鲍威尔的新闻发布会,投资者需要留意该事件对市场情绪的影响。关注晚间出炉的EIA原油库存系列数据。黄金现货黄金日内涨0.07%,报2,024.45美元/盎司。市场普遍等待本交易日的美联储利率决议和美联储主席鲍威尔的新闻发布会,市场观望情绪较浓,整体交投比较清淡。隔夜金价大涨后,短线看涨信号有所增加,有望上探近期高点2048附近阻力。在美联储利率决议前,还有“小非农”美国4月ADP就业数据和美国4月ISM非制造业PMI数据,投资者需要予以关注。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"QID":0.9,"QLD":0.9,"NQmain":0.9,"UDOW":0.9,"SBUX":0.9,"AMD":0.9,"SPY":0.9,"OEF":0.9,"IVV":0.9,".SPX":0.9,"MNQmain":0.9,"QQQ":0.9,"EL":0.9,"SPXU":0.9,"PSQ":0.9,"LLY":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947810234,"gmtCreate":1682859939728,"gmtModify":1682859943327,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947810234","repostId":"2331122664","repostType":2,"repost":{"id":"2331122664","kind":"highlight","pubTimestamp":1682828286,"share":"https://ttm.financial/m/news/2331122664?lang=en_US&edition=fundamental","pubTime":"2023-04-30 12:18","market":"hk","language":"zh","title":"How long can US tech stocks remain bullish? It all depends on Apple and AMD's earnings reports next week.","url":"https://stock-news.laohu8.com/highlight/detail?id=2331122664","media":"华尔街见闻","summary":"后续财报可能“喜忧参半”,AI热潮带动芯片需求增加,AMD、高通财报指引可能好于预期,而苹果可能会公布其产品部门三年来首次全面萎缩。经济衰退阴云笼罩下,微软、Meta等科技巨头扛住了压力,一季度业绩超","content":"<p><html><head></head><body><strong>Subsequent earnings reports may be mixed, with the AI boom driving increased chip demand, AMD and Qualcomm's earnings guidance likely to be better than expected, and Apple potentially announcing its product division shrinking across the board for the first time in three years.</strong>Under the shadow of economic recession,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Tech giants such as Meta withstood the pressure, with first-quarter results exceeding expectations.</p><p>Specifically, Meta made a comeback, unexpectedly reversing its third consecutive quarter of decline in revenue in the first quarter; Microsoft's results last quarter exceeded expectations, with cloud business revenue maintaining double-digit growth;<a href=\"https://laohu8.com/S/GOOG\">Google</a>Search returned to growth in the first quarter, and the cloud business turned a profit.</p><p>Furthermore, despite record losses for chip stocks, earnings guidance is positive. SK Hynix points out that improved demand coupled with production cuts may boost the market, and the chip market is expected to rebound in the second quarter. But, on the other hand,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Warnings about sluggish growth in its cloud computing business, coupled with Cloudflare's move to lower its full-year revenue forecast, highlight the uncertainty surrounding the overall economy.</p><p><strong>Better-than-expected earnings reports eased market concerns about slowing demand for technology products, driving a rebound in US stocks.</strong>The S&P 500 posted its biggest single-day gain since the first week of the year on Thursday, while the tech-heavy Nasdaq 100 closed up 2.76%, its biggest gain since January 20.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/822b80c8c4e84fc0602fb949d5d61757\" tg-width=\"1024\" tg-height=\"614\"/></p><p><strong>Next week,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>AMD will disclose more information on demand for its technology products, and its financial performance will be key to whether technology stocks can continue to rebound. The following is a preview of the financial report:</strong></p><p>Tuesday: AMD will release its earnings report after the US stock market closes. The artificial intelligence boom is expected to drive demand for chips in data centers, and the resulting increased demand may offset the continued weakness in PC chip sales. With its customer and gaming divisions still sluggish, data centers will be key to AMD's revenue generation.</p><p>Wednesday: Qualcomm will release its results after the US stock market closes. With smartphone demand remaining weak, investors will closely study Qualcomm's quarterly guidance for signs of recovery and OEM inventory replenishment. Last month, chip giants Micron and Infineon provided better-than-expected guidance, raising hopes for a rebound.</p><p>Thursday: Apple will release its results after the US stock market closes. Apple may report its product division shrinking across the board for the first time in three years, with iPad and iPhone sales declining from a year ago, Mac sales slowing more pronounced, and weak consumer spending on high-end devices continuing to drag down overall growth. The impact of iPhone supply chain issues and foreign exchange headwinds may be reflected in earnings reports, and Barclays believes this downturn will continue into this quarter, especially with slowing demand for the iPhone 14 Pro model.</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>How long can US tech stocks remain bullish? It all depends on Apple and AMD's earnings reports next week.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow long can US tech stocks remain bullish? It all depends on Apple and AMD's earnings reports next week.\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\">2023-04-30 12:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Subsequent earnings reports may be mixed, with the AI boom driving increased chip demand, AMD and Qualcomm's earnings guidance likely to be better than expected, and Apple potentially announcing its product division shrinking across the board for the first time in three years.</strong>Under the shadow of economic recession,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Tech giants such as Meta withstood the pressure, with first-quarter results exceeding expectations.</p><p>Specifically, Meta made a comeback, unexpectedly reversing its third consecutive quarter of decline in revenue in the first quarter; Microsoft's results last quarter exceeded expectations, with cloud business revenue maintaining double-digit growth;<a href=\"https://laohu8.com/S/GOOG\">Google</a>Search returned to growth in the first quarter, and the cloud business turned a profit.</p><p>Furthermore, despite record losses for chip stocks, earnings guidance is positive. SK Hynix points out that improved demand coupled with production cuts may boost the market, and the chip market is expected to rebound in the second quarter. But, on the other hand,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Warnings about sluggish growth in its cloud computing business, coupled with Cloudflare's move to lower its full-year revenue forecast, highlight the uncertainty surrounding the overall economy.</p><p><strong>Better-than-expected earnings reports eased market concerns about slowing demand for technology products, driving a rebound in US stocks.</strong>The S&P 500 posted its biggest single-day gain since the first week of the year on Thursday, while the tech-heavy Nasdaq 100 closed up 2.76%, its biggest gain since January 20.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/822b80c8c4e84fc0602fb949d5d61757\" tg-width=\"1024\" tg-height=\"614\"/></p><p><strong>Next week,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>AMD will disclose more information on demand for its technology products, and its financial performance will be key to whether technology stocks can continue to rebound. The following is a preview of the financial report:</strong></p><p>Tuesday: AMD will release its earnings report after the US stock market closes. The artificial intelligence boom is expected to drive demand for chips in data centers, and the resulting increased demand may offset the continued weakness in PC chip sales. With its customer and gaming divisions still sluggish, data centers will be key to AMD's revenue generation.</p><p>Wednesday: Qualcomm will release its results after the US stock market closes. With smartphone demand remaining weak, investors will closely study Qualcomm's quarterly guidance for signs of recovery and OEM inventory replenishment. Last month, chip giants Micron and Infineon provided better-than-expected guidance, raising hopes for a rebound.</p><p>Thursday: Apple will release its results after the US stock market closes. Apple may report its product division shrinking across the board for the first time in three years, with iPad and iPhone sales declining from a year ago, Mac sales slowing more pronounced, and weak consumer spending on high-end devices continuing to drag down overall growth. The impact of iPhone supply chain issues and foreign exchange headwinds may be reflected in earnings reports, and Barclays believes this downturn will continue into this quarter, especially with slowing demand for the iPhone 14 Pro model.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3687780\">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/353f693b3cf73305d444a14080157632","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc.","AAPL":"苹果","AMD":"美国超微公司"},"source_url":"https://wallstreetcn.com/articles/3687780","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2331122664","content_text":"后续财报可能“喜忧参半”,AI热潮带动芯片需求增加,AMD、高通财报指引可能好于预期,而苹果可能会公布其产品部门三年来首次全面萎缩。经济衰退阴云笼罩下,微软、Meta等科技巨头扛住了压力,一季度业绩超出预期。具体来看,Meta“咸鱼翻身”,一季度收入意外扭转三季连降;微软上季度业绩超预期,云业务营收维持两位数增长;谷歌一季度搜索重回增长,云业务扭亏为盈。此外,尽管芯片股业绩亏损创下纪录,但财报指引向好。SK海力士指出,需求改善叠加减产或将提振市场,芯片市场将在二季度出现反弹。不过,另一方面,亚马逊对其云计算业务增长乏力的警告,以及Cloudflare下调全年营收预期的举措,突显出整体经济的不确定性。超预期的财报缓解了市场对科技产品需求放缓的担忧,带动美股反弹。标普500指数在周四创下今年第一周以来的最大单日涨幅,以科技股为主的纳斯达克100指数收涨2.76%,创1月20日以来最大涨幅。下周,苹果、高通和AMD将披露更多科技产品的需求情况,其财报表现成为科技股能否继续反弹的关键。以下是财报前瞻:周二:AMD将在美股盘后发布财报。人工智能热潮预计将带动数据中心对芯片的需求,带来的需求增加可能会抵消PC端芯片销售的持续疲软。由于其客户和游戏部门仍然低迷,数据中心将是AMD获得收入的关键。周三:高通将在美股盘后公布业绩。在智能手机需求持续疲软的情况下,投资者将仔细研究高通的季度指引,以寻找复苏的迹象和OEM厂商的库存补充。上个月,芯片巨头美光科技和英飞凌科技提供了好于预期的指引,提升了反弹的希望。周四:苹果将在美股盘后公布业绩。苹果可能会报告其产品部门三年来首次全面萎缩,iPad和iPhone的销售一年较前下滑,Mac的销售放缓可能更加明显,消费者对高端设备的消费疲软仍然拖累整体增长。iPhone供应链问题和外汇阻力的影响可能会在财报中显示出来,巴克莱认为,这种不景气会延续到本季度,尤其是对iPhone 14 Pro机型的需求放缓。","news_type":1,"symbols_score_info":{"AAPL":1,"AMD":1,"GFS":1}},"isVote":1,"tweetType":1,"viewCount":5075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947804714,"gmtCreate":1682781549139,"gmtModify":1682781552685,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947804714","repostId":"1193243086","repostType":2,"repost":{"id":"1193243086","kind":"news","pubTimestamp":1682757120,"share":"https://ttm.financial/m/news/1193243086?lang=en_US&edition=fundamental","pubTime":"2023-04-29 16:32","market":"us","language":"zh","title":"Who will win the First Republic? Report: FDIC requires bidders such as JPMorgan Chase to submit final offers by Sunday.","url":"https://stock-news.laohu8.com/highlight/detail?id=1193243086","media":"华尔街见闻","summary":"作为吸收存款超过10%的大型银行,摩根大通的收购在监管方面存在障碍,但为了拯救第一共和银行,也存在破例的可能性。岌岌可危的第一共和银行迎来了意向方:摩根大通、PNC都有可能成为最终收购者。据彭博今日报","content":"<p><html><head></head><body><strong>As a large bank that takes in more than 10% of deposits, JPMorgan's acquisition faces regulatory hurdles, but there is also the possibility of an exception in order to save First Republic Bank.</strong><p style=\"text-align: justify;\">The struggling First Republic Bank has received interested parties: JPMorgan Chase and PNC are both potential acquirers.</p><p><p style=\"text-align: justify;\">According to a Bloomberg report today, the U.S. Federal Deposit Insurance Corporation (FDIC) has required banks including JPMorgan Chase and PNC Financial Services Group to...<strong>Submit a final offer for First Republic Bank by Sunday.</strong></p><p><p style=\"text-align: justify;\">The regulator on Thursday solicited interest from banks, including information on their proposed offers and estimated costs for First Republic Bank deposit insurance, and on Friday invited two companies to participate in the next step of the bidding process.</p><p><p style=\"text-align: justify;\">Bloomberg stated that the bidding process initiated by regulators could pave the way for the sale of First Republic Bank, without the lengthy auction process that occurred when Silicon Valley Bank and Signature Bank collapsed.</p><p><p style=\"text-align: justify;\">Furthermore, the precipitous drop in First Republic Bank's stock (down 97% year-to-date) has reduced its market capitalization to just $650 million.<strong>This may also provide some feasibility for the acquisition.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c0b589ac7783879dc11eba6207dc3e3\" tg-width=\"560\" tg-height=\"240\"/></p><p><p style=\"text-align: justify;\">Wall Street Journal reported earlier today that U.S. officials, including the FDIC, the U.S. Treasury Department, and the Federal Reserve, are coordinating meetings with other banks to facilitate a bailout plan for First Republic Bank.</p><p><p style=\"text-align: justify;\">Previously, First Republic Bank's advisors sought to get several banks involved in the bailout a month ago to buy its assets at above-market prices.</p><p><p style=\"text-align: justify;\">Although buyers lose money when they buy, these potential buyers' $30 billion deposits at First Republic Bank are not insured. If they believe First Republic Bank is about to go bankrupt, they could risk losing the money altogether.</p><p><p style=\"text-align: justify;\">Furthermore, even if the federal government uses its emergency powers to guarantee these deposits, large banks will need to replenish huge sums of money with the FDIC. As part of the deal, several banks that intervened in the bailout could receive some form of equity.</p><p><p style=\"text-align: justify;\"><strong>Such a plan would result in short-term losses for the rescued banks, but in the long run it may be less costly than failing First Republic Bank and being taken over by regulators.</strong></p><p><h2>Regulatory barriers</h2><p style=\"text-align: justify;\">However, even though First Republic Bank's market capitalization has dwindled, regulatory rules could also add obstacles to acquisitions.</p><p><p style=\"text-align: justify;\">Because JPMorgan Chase is one of the few large banks in the United States that absorbs more than 10% of deposits,<strong>According to U.S. regulations, the bank is not eligible to acquire another institution that also takes deposits, which would make it bigger again.</strong></p><p><p style=\"text-align: justify;\">Nevertheless, there is the possibility of an exception in order to save First Republic Bank.</p><p><p style=\"text-align: justify;\">The FDIC prefers to limit the solution to the private sector rather than the billions it would have to pay to take over a bank again. The agency had previously planned to conduct a special assessment of the banking sector to cover the costs of the bankruptcies of Silicon Valley Bank and Signature Bank last month.</p><p><p style=\"text-align: justify;\">Previously, media outlets, citing sources, reported that the most likely outcome for First Republic Bank was a takeover by the FDIC. If First Republic is taken over by regulators, the FDIC will still ask other banks about possible acquisition bids. However, sources said at the time that there was still hope for a solution that would prevent First Republic from being taken over by the FDIC.</p><p></body></html></p>","source":"wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Who will win the First Republic? Report: FDIC requires bidders such as JPMorgan Chase to submit final offers by Sunday.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWho will win the First Republic? Report: FDIC requires bidders such as JPMorgan Chase to submit final offers by Sunday.\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\">2023-04-29 16:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>As a large bank that takes in more than 10% of deposits, JPMorgan's acquisition faces regulatory hurdles, but there is also the possibility of an exception in order to save First Republic Bank.</strong><p style=\"text-align: justify;\">The struggling First Republic Bank has received interested parties: JPMorgan Chase and PNC are both potential acquirers.</p><p><p style=\"text-align: justify;\">According to a Bloomberg report today, the U.S. Federal Deposit Insurance Corporation (FDIC) has required banks including JPMorgan Chase and PNC Financial Services Group to...<strong>Submit a final offer for First Republic Bank by Sunday.</strong></p><p><p style=\"text-align: justify;\">The regulator on Thursday solicited interest from banks, including information on their proposed offers and estimated costs for First Republic Bank deposit insurance, and on Friday invited two companies to participate in the next step of the bidding process.</p><p><p style=\"text-align: justify;\">Bloomberg stated that the bidding process initiated by regulators could pave the way for the sale of First Republic Bank, without the lengthy auction process that occurred when Silicon Valley Bank and Signature Bank collapsed.</p><p><p style=\"text-align: justify;\">Furthermore, the precipitous drop in First Republic Bank's stock (down 97% year-to-date) has reduced its market capitalization to just $650 million.<strong>This may also provide some feasibility for the acquisition.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c0b589ac7783879dc11eba6207dc3e3\" tg-width=\"560\" tg-height=\"240\"/></p><p><p style=\"text-align: justify;\">Wall Street Journal reported earlier today that U.S. officials, including the FDIC, the U.S. Treasury Department, and the Federal Reserve, are coordinating meetings with other banks to facilitate a bailout plan for First Republic Bank.</p><p><p style=\"text-align: justify;\">Previously, First Republic Bank's advisors sought to get several banks involved in the bailout a month ago to buy its assets at above-market prices.</p><p><p style=\"text-align: justify;\">Although buyers lose money when they buy, these potential buyers' $30 billion deposits at First Republic Bank are not insured. If they believe First Republic Bank is about to go bankrupt, they could risk losing the money altogether.</p><p><p style=\"text-align: justify;\">Furthermore, even if the federal government uses its emergency powers to guarantee these deposits, large banks will need to replenish huge sums of money with the FDIC. As part of the deal, several banks that intervened in the bailout could receive some form of equity.</p><p><p style=\"text-align: justify;\"><strong>Such a plan would result in short-term losses for the rescued banks, but in the long run it may be less costly than failing First Republic Bank and being taken over by regulators.</strong></p><p><h2>Regulatory barriers</h2><p style=\"text-align: justify;\">However, even though First Republic Bank's market capitalization has dwindled, regulatory rules could also add obstacles to acquisitions.</p><p><p style=\"text-align: justify;\">Because JPMorgan Chase is one of the few large banks in the United States that absorbs more than 10% of deposits,<strong>According to U.S. regulations, the bank is not eligible to acquire another institution that also takes deposits, which would make it bigger again.</strong></p><p><p style=\"text-align: justify;\">Nevertheless, there is the possibility of an exception in order to save First Republic Bank.</p><p><p style=\"text-align: justify;\">The FDIC prefers to limit the solution to the private sector rather than the billions it would have to pay to take over a bank again. The agency had previously planned to conduct a special assessment of the banking sector to cover the costs of the bankruptcies of Silicon Valley Bank and Signature Bank last month.</p><p><p style=\"text-align: justify;\">Previously, media outlets, citing sources, reported that the most likely outcome for First Republic Bank was a takeover by the FDIC. If First Republic is taken over by regulators, the FDIC will still ask other banks about possible acquisition bids. However, sources said at the time that there was still hope for a solution that would prevent First Republic from being taken over by the FDIC.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3687776\">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/ffc56982f828847b68443cfbde6a957b","relate_stocks":{"FRCB":"第一共和银行"},"source_url":"https://wallstreetcn.com/articles/3687776","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193243086","content_text":"作为吸收存款超过10%的大型银行,摩根大通的收购在监管方面存在障碍,但为了拯救第一共和银行,也存在破例的可能性。岌岌可危的第一共和银行迎来了意向方:摩根大通、PNC都有可能成为最终收购者。据彭博今日报道,美国联邦存款保险公司(FDIC)要求包括摩根大通和PNC金融服务集团在内的银行在周日之前提交对第一共和银行的最终报价。监管机构于周四向各家银行征求了意向,包括了解这些银行建议的报价以及对第一共和银行存款保险金的预估成本,并于周五邀请了两家公司参加了下一步的竞标过程。彭博表示,监管机构启动的竞标程序可能为第一共和银行的出售铺平道路,而不会像硅谷银行和签字银行倒闭时经历漫长的拍卖流程。此外,第一共和银行股票的断崖式下跌(今年以来下跌97%)已经使市值跌至仅有6.5亿美元,这可能也为收购提供了一定程度上的可行性。华尔街见闻今日早些时候曾介绍,包括FDIC、美国财政部和美联储在内的美国官员们正在协调与其他银行的会议,以促成对第一共和银行的救助计划。此前,第一共和银行的顾问们寻求让数家参与了一个月前救助行动的银行以高于市价的价格购买其资产。尽管买家买入即亏,但这些潜在买家在第一共和银行的300亿美元存款没有保险。如果他们认为第一共和银行即将破产,他们可能会面临彻底失去这笔钱的风险。此外,即使联邦政府动用紧急权力为这些存款提供担保,大型银行也需要向FDIC补充巨额资金。作为交易的一部分,多家出手救助的银行可以获得某种形式的股权。上述方案将导致出手相救的银行短期内蒙受损失,但从长远来看,可能比让第一共和银行倒闭并被监管机构接管的成本更低。监管障碍然而,尽管第一共和银行的市值已经所剩无几,但监管规定也可能为收购行动增加阻碍。由于摩根大通是全美少数几家吸收存款超过10%的大型银行,根据美国监管规定,该行没有资格再收购一家同样吸收存款的机构,这将令其规模再一次壮大。尽管如此,为了拯救第一共和银行,也存在破例的可能性。相比FDIC再次接管一家银行所必须付出的数十亿成本,FDIC更希望将解决方案限制在私营部门。此前该机构已经计划对银行业进行特别评估,以支付硅谷银行和签名银行上个月破产的费用。此前媒体援引消息人士称,第一共和银行最有可能的结果就是被FDIC接管。如果第一共和银行被监管机构接管,FDIC仍将问询其他银行,让他们进行可能的收购投标。不过消息人士当时称,也仍有希望找到一个第一共和不被FDIC接管的解决方案。","news_type":1,"symbols_score_info":{"FRCB":0.9,"FRC":0.9}},"isVote":1,"tweetType":1,"viewCount":5540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947158708,"gmtCreate":1682697153905,"gmtModify":1682697157646,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947158708","repostId":"1149416254","repostType":2,"repost":{"id":"1149416254","kind":"news","pubTimestamp":1682695765,"share":"https://ttm.financial/m/news/1149416254?lang=en_US&edition=fundamental","pubTime":"2023-04-28 23:29","market":"us","language":"zh","title":"The Federal Reserve blamed the collapse of Silicon Valley Bank on management problems and inadequate supervision.","url":"https://stock-news.laohu8.com/highlight/detail?id=1149416254","media":"华尔街见闻","summary":"硅谷银行的管理层和总监们未能管理好自家公司的众多风险。","content":"<p><html><head></head><body>Michael Barr, Vice Chairman of the Federal Reserve for Financial Supervision, blamed the collapse of Silicon Valley Bank (SVB) on corporate governance and inappropriate regulation and will consider improving liquidity and capital requirements.</p><p><p style=\"text-align: start;\">Silicon Valley Bank's management and directors failed to manage their company's many risks.</p><p><p style=\"text-align: start;\">Silicon Valley Bank had as many as 31 warnings, three times the industry average.</p><p><p style=\"text-align: start;\">Regulators failed to do enough to ensure that Silicon Valley Bank could address its numerous problems.</p><p><p style=\"text-align: start;\">The Federal Reserve Governing Council has advocated a less decisive approach to regulation.</p><p><p style=\"text-align: start;\">The Federal Reserve's pandering posture and shift in stance hinder regulation (targeting institutions such as Silicon Valley Bank).</p><p><p style=\"text-align: start;\">Calls for \"stronger standards\" for a wider range of banking institutions.</p><p><p style=\"text-align: start;\">Restricting bank repurchases and dividend payments may be an \"appropriate move\".</p><p><p style=\"text-align: start;\">Consideration should be given to introducing stricter standards for incentive mechanisms (in the banking industry).</p><p><p style=\"text-align: start;\">More banking institutions should assess profits and losses and assets for sale.</p><p><p style=\"text-align: start;\">A reassessment system targeting banks with assets exceeding $100 billion.</p><p><p style=\"text-align: start;\">Federal Reserve Chairman Jerome Powell supported several of Barr's recommendations regarding systems and regulation.</p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Federal Reserve blamed the collapse of Silicon Valley Bank on management problems and inadequate supervision.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Federal Reserve blamed the collapse of Silicon Valley Bank on management problems and inadequate supervision.\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\">2023-04-28 23:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Michael Barr, Vice Chairman of the Federal Reserve for Financial Supervision, blamed the collapse of Silicon Valley Bank (SVB) on corporate governance and inappropriate regulation and will consider improving liquidity and capital requirements.</p><p><p style=\"text-align: start;\">Silicon Valley Bank's management and directors failed to manage their company's many risks.</p><p><p style=\"text-align: start;\">Silicon Valley Bank had as many as 31 warnings, three times the industry average.</p><p><p style=\"text-align: start;\">Regulators failed to do enough to ensure that Silicon Valley Bank could address its numerous problems.</p><p><p style=\"text-align: start;\">The Federal Reserve Governing Council has advocated a less decisive approach to regulation.</p><p><p style=\"text-align: start;\">The Federal Reserve's pandering posture and shift in stance hinder regulation (targeting institutions such as Silicon Valley Bank).</p><p><p style=\"text-align: start;\">Calls for \"stronger standards\" for a wider range of banking institutions.</p><p><p style=\"text-align: start;\">Restricting bank repurchases and dividend payments may be an \"appropriate move\".</p><p><p style=\"text-align: start;\">Consideration should be given to introducing stricter standards for incentive mechanisms (in the banking industry).</p><p><p style=\"text-align: start;\">More banking institutions should assess profits and losses and assets for sale.</p><p><p style=\"text-align: start;\">A reassessment system targeting banks with assets exceeding $100 billion.</p><p><p style=\"text-align: start;\">Federal Reserve Chairman Jerome Powell supported several of Barr's recommendations regarding systems and regulation.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/livenews/2455612\">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/c9cd29490297b10c3f50798a61050f13","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/livenews/2455612","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1149416254","content_text":"美联储负责金融监管事务的副主席Michael Barr:将硅谷银行(SVB)倒闭归咎于公司管理和不适当的监管,将考虑改善流动性和资本要求。硅谷银行的管理层和总监们未能管理好自家公司的众多风险。硅谷银行曾出现多达31项警告,那是行业均值的三倍。在确保硅谷银行能够处置众多问题方面,监管人员们没能付出足够的努力。美联储理事会曾提倡实施不那么果断的监管方式。美联储的迎合姿态和立场转变妨碍到(针对硅谷银行等机构的)监管。呼吁针对更大范围的银行机构实施“更加强有力的标准”。限制银行回购和派息可能会是“适当之举”。应当考虑针对(银行业的)激励机制出台更加严苛的标准。更多的银行机构应当评估盈亏和待售资产。针对那些资产规模超过1000亿美元的银行重新评估制度。美联储主席鲍威尔支持Barr针对制度和监管的若干建议。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":5099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947328793,"gmtCreate":1682592473712,"gmtModify":1682592477133,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582688457818684","idStr":"3582688457818684"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947328793","repostId":"2330307711","repostType":2,"repost":{"id":"2330307711","kind":"highlight","pubTimestamp":1682592303,"share":"https://ttm.financial/m/news/2330307711?lang=en_US&edition=fundamental","pubTime":"2023-04-27 18:45","market":"us","language":"zh","title":"Is inflation stealing the spotlight? The market's focus has quietly shifted!","url":"https://stock-news.laohu8.com/highlight/detail?id=2330307711","media":"金十数据","summary":"全球第四大财经网站Investing.com撰文指出,短期投资者必须始终意识到,尽管市场上每天都充斥着各种各样的事件,但正如行为金融学领域多次提到的那样,人性往往会偏向关注负面消息。去年市场的低迷情绪","content":"<p><html><head></head><body>Investing.com, the world's fourth-largest financial website, wrote that short-term investors must always be aware that although the market is flooded with all sorts of events every day, as the field of behavioral finance has repeatedly mentioned, human nature tends to focus on negative news.</p><p>Last year's sluggish market sentiment was mainly driven by inflation trends and the Federal Reserve's rate hike path. The market has begun to rebound since mid-October, but concerns about an economic recession remain. But now,<strong>The U.S. debt ceiling crisis will become the next hot topic dominating the market.</strong></p><p>The U.S. Treasury Department took extraordinary measures to address various government spending issues after reaching its borrowing ceiling on January 19. This scenario is not unfamiliar, and its impact largely depends on overall market sentiment. To be sure, this sentiment is still negative.</p><p>As shown in the chart below, short positions in not only stocks but also US Treasury bonds are at historically high levels. This is due to the debt ceiling impasse, along with...<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>The dismal quarterly report triggered some unease.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e20866bb8aaec64b2b4410bd7e4b8e62\" tg-width=\"936\" tg-height=\"522\"/></p><p>The cost of insurance against a U.S. default has also risen sharply, indicating that the market is closely monitoring developments (see chart below). Thursday, according to<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>According to market intelligence, U.S. five-year credit default swaps rose to 67 basis points from 66 basis points at Wednesday's close, the highest level since at least 2011.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2af3c83de17aff1f173eca35da7d39f4\" tg-width=\"855\" tg-height=\"397\"/></p><p>In theory, August 18 is the key date for the Treasury to run out of funds. Therefore, it is crucial for the Biden administration to reach an agreement before this date. Possible options are:</p><p>A political solution (reaching an agreement with the Republican Party, which demands reductions in federal spending as a prerequisite); The new bonds were issued under completely unusual circumstances (they may be above nominal levels, but it remains to be seen how the market will react to this, especially who will buy them). Further unconventional measures (Biden can invoke the 14th Amendment to follow up on federal payments). Although there may be other more \"creative\" solutions, Investing analysts believe they are not worth paying attention to.</p><p>Analysts point out that while everyone is still focused on inflation, in reality,<strong>The short-term driver of market trends will be the US debt ceiling impasse and its solution.</strong>In his view,<strong>Inflation will continue to decline, especially in June and July, where the base effect will contribute more than 1% to the decline.</strong></p><p>However, it should be noted that these are, as always, only distractions for medium- to long-term investors. But for short-term traders, human nature will never change, and paying attention to the debt ceiling crisis is the top priority.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Rebel: U.S. Debt Ceiling Deadline</p><p>Recently, Wall Street investment banks have begun to announce that the debt ceiling deadline will arrive ahead of schedule. Goldman Sachs is one of them. However, on Wednesday, Goldman Sachs said that unexpectedly strong tax revenues this week reduced the likelihood that the Treasury Department would face the risk of a federal payment default as early as June.<strong>The end of July is more likely.</strong>The bank said Tuesday's tax figures were unexpectedly high,<strong>It is 14% higher than the same period in 2022.</strong></p><p>In response, Goldman Sachs economist Alec Phillips wrote in a report to clients on Wednesday:</p><p>\"If tax revenues can maintain this trend, the Treasury should be able to continue making all scheduled payments until the end of July without raising the debt ceiling.\" Meanwhile, there are no signs of compromise in the partisan battle in Congress over raising the debt ceiling. House Republicans on Wednesday passed a bill that would extend its debt ceiling by about a year while cutting spending in the coming years. But Biden and Democrats refused to attach conditions and continued to push for a straightforward bill.</p><p>Phillips said the bill’s passage could reinforce the Republican position of insisting on raising the debt ceiling at the expense of spending cuts. Assuming late July is the deadline<strong>These negotiations may take several weeks, or even longer, to begin.</strong>。 “In our view, the policy most likely to accompany an increase in the debt ceiling is to ‘cap discretionary spending,’ which is lower than what House Republicans expected,” he said.</p><p></body></html></p>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is inflation stealing the spotlight? The market's focus has quietly shifted!</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\">\nIs inflation stealing the spotlight? The market's focus has quietly shifted!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2023-04-27 18:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Investing.com, the world's fourth-largest financial website, wrote that short-term investors must always be aware that although the market is flooded with all sorts of events every day, as the field of behavioral finance has repeatedly mentioned, human nature tends to focus on negative news.</p><p>Last year's sluggish market sentiment was mainly driven by inflation trends and the Federal Reserve's rate hike path. The market has begun to rebound since mid-October, but concerns about an economic recession remain. But now,<strong>The U.S. debt ceiling crisis will become the next hot topic dominating the market.</strong></p><p>The U.S. Treasury Department took extraordinary measures to address various government spending issues after reaching its borrowing ceiling on January 19. This scenario is not unfamiliar, and its impact largely depends on overall market sentiment. To be sure, this sentiment is still negative.</p><p>As shown in the chart below, short positions in not only stocks but also US Treasury bonds are at historically high levels. This is due to the debt ceiling impasse, along with...<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>The dismal quarterly report triggered some unease.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e20866bb8aaec64b2b4410bd7e4b8e62\" tg-width=\"936\" tg-height=\"522\"/></p><p>The cost of insurance against a U.S. default has also risen sharply, indicating that the market is closely monitoring developments (see chart below). Thursday, according to<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>According to market intelligence, U.S. five-year credit default swaps rose to 67 basis points from 66 basis points at Wednesday's close, the highest level since at least 2011.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2af3c83de17aff1f173eca35da7d39f4\" tg-width=\"855\" tg-height=\"397\"/></p><p>In theory, August 18 is the key date for the Treasury to run out of funds. Therefore, it is crucial for the Biden administration to reach an agreement before this date. Possible options are:</p><p>A political solution (reaching an agreement with the Republican Party, which demands reductions in federal spending as a prerequisite); The new bonds were issued under completely unusual circumstances (they may be above nominal levels, but it remains to be seen how the market will react to this, especially who will buy them). Further unconventional measures (Biden can invoke the 14th Amendment to follow up on federal payments). Although there may be other more \"creative\" solutions, Investing analysts believe they are not worth paying attention to.</p><p>Analysts point out that while everyone is still focused on inflation, in reality,<strong>The short-term driver of market trends will be the US debt ceiling impasse and its solution.</strong>In his view,<strong>Inflation will continue to decline, especially in June and July, where the base effect will contribute more than 1% to the decline.</strong></p><p>However, it should be noted that these are, as always, only distractions for medium- to long-term investors. But for short-term traders, human nature will never change, and paying attention to the debt ceiling crisis is the top priority.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Rebel: U.S. Debt Ceiling Deadline</p><p>Recently, Wall Street investment banks have begun to announce that the debt ceiling deadline will arrive ahead of schedule. Goldman Sachs is one of them. However, on Wednesday, Goldman Sachs said that unexpectedly strong tax revenues this week reduced the likelihood that the Treasury Department would face the risk of a federal payment default as early as June.<strong>The end of July is more likely.</strong>The bank said Tuesday's tax figures were unexpectedly high,<strong>It is 14% higher than the same period in 2022.</strong></p><p>In response, Goldman Sachs economist Alec Phillips wrote in a report to clients on Wednesday:</p><p>\"If tax revenues can maintain this trend, the Treasury should be able to continue making all scheduled payments until the end of July without raising the debt ceiling.\" Meanwhile, there are no signs of compromise in the partisan battle in Congress over raising the debt ceiling. House Republicans on Wednesday passed a bill that would extend its debt ceiling by about a year while cutting spending in the coming years. But Biden and Democrats refused to attach conditions and continued to push for a straightforward bill.</p><p>Phillips said the bill’s passage could reinforce the Republican position of insisting on raising the debt ceiling at the expense of spending cuts. Assuming late July is the deadline<strong>These negotiations may take several weeks, or even longer, to begin.</strong>。 “In our view, the policy most likely to accompany an increase in the debt ceiling is to ‘cap discretionary spending,’ which is lower than what House Republicans expected,” he said.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://xnews.jin10.com/webapp/details.html?id=111403&type=news&data_type=0\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5e0896d3edaca3729837f9abf1db1d23","relate_stocks":{"BK4550":"红杉资本持仓","BK4588":"碎股","BK4585":"ETF&股票定投概念","GS":"高盛","BK4552":"Archegos爆仓风波概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4127":"投资银行业与经纪业","BK4504":"桥水持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=111403&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2330307711","content_text":"全球第四大财经网站Investing.com撰文指出,短期投资者必须始终意识到,尽管市场上每天都充斥着各种各样的事件,但正如行为金融学领域多次提到的那样,人性往往会偏向关注负面消息。去年市场的低迷情绪主要受通胀走势和美联储的加息路径驱动的。自10月中旬以来,市场已经开始反弹,但对经济衰退的担忧情绪仍然存在。而现在,美国债务上限危机将成为下一个主导市场的热门话题。美国财政部在1月19日触及举债上限后,采取非常措施应对各项政府开支。这种剧情并不陌生,其影响在很大程度上还取决于市场总体情绪。可以肯定的是,这种情绪仍然是负面的。从下图可以看到,不仅是股票空头头寸,美债空头头寸也处于历史最高水平,这是因为债务上限僵局连同第一共和银行惨淡的季度报告引发了一些不安情绪。针对美国违约的保险成本也大幅上升,这表明市场正在密切关注事态发展(见下图)。周四,据标普全球市场情报,美国五年期信用违约掉期从周三收盘的66个基点上涨至67个基点,是至少2011年以来的最高点。理论上,8月18日是财政部耗尽资金的关键日期。因此,拜登政府在此日期之前达成协议至关重要。可能的选择是:政治解决方案(与共和党达成协议,共和党要求减少联邦开支作为前提);新债是在完全异常的情况下发行的(可能高于名义水平,但尚不可知市场对此会有何反应,尤其是谁会购买);进一步的非常规措施(拜登可以援引第14条修正案来跟进联邦支付)。尽管可能有其他更具“创造性”的解决方案,但Investing分析师认为它们不值得给予重视。分析师指出,虽然每个人仍然关注通胀,但实际上,接下来市场走势的短期推动者将是美国债务上限僵局及其解决方案。在他看来,通胀将继续下降,尤其是在6月和7月,基数效应的影响将贡献大于1%的跌幅。不过,需要提醒的是,这些一如既往只是中长期投资者的干扰因素,但对于短线交易员来说,人性永远不会改变,关注债务上限危机是当务之急。高盛反口:美国债务上限截至日期近日,华尔街投行开始“吹风”债务上限截止日将提前到来。高盛就是其中之一。然而,周三,高盛集团称,本周出现意外强劲的税收收入降低了财政部最早在6月份面临联邦支付违约风险的可能性,7月底更有可能。该行表示,周二的税收数据出乎意料地高,比2022年同期高出14%。对此,高盛经济学家亚历克·菲利普斯(Alec Phillips)周三在给客户的一份报告中写道:“如果税收收入能够保持这种趋势,财政部应该能够在不提高债务上限的情况下继续支付所有预定的款项,直到7月底。”与此同时,在国会就提高债务上限展开的党派斗争中,没有任何妥协的迹象。众议院共和党人周三通过了一项法案,将其债务上限期限延长大约一年,同时削减未来几年的支出。但拜登和民主党人拒绝附加条件,并继续敦促通过一项直截了当的法案。菲利普斯说,该法案的通过可能会强化共和党坚持以削减支出为代价来提高债务上限的立场。假设7月下旬为最后期限,这些谈判可能要过几周,甚至更长的时间才能开始。“在我们看来,最有可能伴随债务上限提高的政策是‘对可自由支配支出设定上限’这低于众议院共和党的预期”,他说。","news_type":1,"symbols_score_info":{"GS":0.65}},"isVote":1,"tweetType":1,"viewCount":4833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}