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CMLeong
CMLeong
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2023-02-27
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CMLeong
CMLeong
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2023-01-10
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Last night and this morning | Federal Reserve officials poured cold water on them, and U.S. stocks fell sharply! Tesla Rebounds Nearly 6%
摘要：①美联储官员再泼冷水，美股跳水道指跌0.34%，特斯拉反弹近6%；②欧美天然气大涨，美气一度涨超11%，黄金创八个月新高；③苹果计划到2025年放弃博通芯片。海外行情1、美联储官员再泼冷水美股冲
Last night and this morning | Federal Reserve officials poured cold water on them, and U.S. stocks fell sharply! Tesla Rebounds Nearly 6%
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CMLeong
CMLeong
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2023-01-10
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Large option orders | Total option trading volume surged! Tesla options traded more than 5.2 million contracts, a new high in nearly a year
周五，期权市场总成交量49,549,732张合约，环比前一交易日增加45.17%，大幅高于90日平均成交量，其中看涨期权占52%；周五大型科技股集体反弹，同时期权成交量也出现大幅回升；特斯拉成交522
Large option orders | Total option trading volume surged! Tesla options traded more than 5.2 million contracts, a new high in nearly a year
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CMLeong
CMLeong
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2023-01-08
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Viewpoint | Jack Ma is no longer the actual controller of Ant Group, and his voting rights have been reduced from 53.46% to 6.2%
相关阅读：解读 | 蚂蚁集团再现大动作，马云退出实控人位置！1月7日，《蚂蚁集团关于持续完善公司治理的公告》对外发布。这一《公告》的核心内容在于，蚂蚁集团主要股东及相关受益人拟对蚂蚁集团股东上层结构进
Viewpoint | Jack Ma is no longer the actual controller of Ant Group, and his voting rights have been reduced from 53.46% to 6.2%
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CMLeong
CMLeong
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2023-01-08
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Focus Analysis | Ants grow up, Ali retreats
在2023年1月之前，看似退隐江湖2年的马云都还是蚂蚁的实际控制人，但是历史在这一刻改写。1月7日，蚂蚁集团官网发布《关于持续完善公司治理的公告》。这份公告有3个重点，其中最引人注目的一个，就是蚂蚁集
Focus Analysis | Ants grow up, Ali retreats
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CMLeong
CMLeong
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2022-12-07
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Large option order | The "opportunity" to fall out? Call options "bargain-hunting" SAIFTSE and Amazon!
摘要：12月5日（周一）期权市场总成交量达37,081,256张合约，其中，看涨期权占比55%；部分看涨期权“狙击”下跌股，赛富时、亚马逊能否开启“反弹模式”？一、市场概览美东时间12月5日（周一），
Large option order | The "opportunity" to fall out? Call options "bargain-hunting" SAIFTSE and Amazon!
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CMLeong
CMLeong
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2022-11-23
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Pessimistic expectations have been digested! A good opportunity on the left side of chip stocks is coming
历史数据显示市场往往提前半年左右开始定价，正好对应今年第三季度末，这或许是“股神”瞅准时机建仓的重要原因。在上周，“股神”巴菲特旗下伯克希尔哈撒韦公布的最新13F持仓报告显示，该机构在第三季度新建仓芯
Pessimistic expectations have been digested! A good opportunity on the left side of chip stocks is coming
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CMLeong
CMLeong
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2022-11-06
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Reminder: When the United States enters winter from November 6, the opening of U.S. stocks will be delayed by one hour
美国2022年冬令时将于2022年11月6日当地时间早上02：00（北京时间15：00）开始，至2023年3月12日当地时间早上02：00（北京时间15：00）结束，届时美国股票市场的常规交易时段对应
Reminder: When the United States enters winter from November 6, the opening of U.S. stocks will be delayed by one hour
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CMLeong
CMLeong
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2022-10-22
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Tesla rose more than 2%, and the "Sister Wood" flagship fund bought Tesla stock again on Thursday
10月21日，特斯拉盘中涨超2%，“木头姐”Cathie Wood的方舟基金在周四再次买入66,190股特斯拉股票。方舟基金上一次加仓是在10月4日，当时特斯拉发布了低于预期的交付量。
Tesla rose more than 2%, and the "Sister Wood" flagship fund bought Tesla stock again on Thursday
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CMLeong
CMLeong
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2022-10-21
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Tesla Rebounds Nearly 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154954789","media":"老虎资讯综合","summary":"摘要：①美联储官员再泼冷水，美股跳水道指跌0.34%，特斯拉反弹近6%；②欧美天然气大涨，美气一度涨超11%，黄金创八个月新高；③苹果计划到2025年放弃博通芯片。海外行情1、美联储官员再泼冷水美股冲","content":"<p><html><head></head><body>Summary: ① Federal Reserve officials poured cold water again, and U.S. stocks plunged and the Dow Jones Industrial Average fell 0.34%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Rebounded nearly 6%; ② Natural gas in Europe and America rose sharply, American gas once rose by more than 11%, and gold hit an eight-month high; ③<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Plans to abandon by 2025<a href=\"https://laohu8.com/S/BRCM\">Broadcom</a>Chip.<img src=\"https://static.tigerbbs.com/e82070f90823ecf95462a82588de9fca\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas market</p><p>1. Federal Reserve officials poured cold water on U.S. stocks after rising and falling back, only the Nasdaq closed up, Tesla rose nearly 6%</p><p>On Monday, January 9, the market continued to digest the signs of inflation peaking and cooling shown by U.S. December non-farm payrolls last Friday, and risk appetite rebounded. U.S. stocks opened higher and moved higher at the beginning of the session, but after two Federal Reserve officials successively stated that the benchmark interest rate may exceed 5%, the increase narrowed significantly. This trend accelerated in late trading, and the Dow and S&P finally turned lower. As of the close, the Nasdaq index rose 0.63%, the S&P 500 index fell 0.08%, and the Dow Jones index fell 0.34%.</p><p>Most large technology stocks rose,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up more than 1%, Apple,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>Small rise;<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, Meta fell slightly. Tesla rose nearly 6%. Company representatives said that Tesla offered discounts of up to S $10,000 to buyers who exchanged fuel vehicles for new cars in Singapore. Lululemon lowered its gross profit margin forecast for the fourth quarter, and its stock price fell nearly 10%.</p><p>2. Popular Chinese concept stocks are mixed<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up more than 3%</p><p>Popular Chinese concept stocks were mixed, with the Nasdaq China Golden Dragon Index rising 0.72%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up more than 5%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>, Alibaba rose more than 3%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>, Weibo rose more than 2%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Slightly higher.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 5%,<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Fell more than 3%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 2%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Fell more than 1%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Slight decline.</p><p>3. Major European stock indexes rose collectively, and the German DAX30 index rose 1.25%</p><p>Major European stock indexes closed collectively higher on Monday, with Germany's DAX30 index rising 1.25%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.33%, the French CAC40 index rose 0.68%, and the European Stoxx 50 index rose 1.26%.</p><p>4. Oil prices narrowed significantly in late trading. U.S. oil once rose 4% during the session. European and American natural gas rose sharply</p><p>WTI February crude oil futures closed up US $0.86, or 1.16%, at US $74.63 per barrel, with an intraday maximum of nearly US $3, and once rose above US $76, the highest since January 4. Brent March futures closed up $1.08, or 1.37%, at $79.65 per barrel, with an intraday maximum increase of $2.79 or 3.6%. They once rose above $81 and recovered more than half of the decline since January 4.</p><p>European benchmark TTF Dutch natural gas futures rose more than 7% in late trading, near a daily high of 75.5 euros/MWh. ICE British Gas rose more than 10%, setting a new daily high of 188.5 p/kcal. NYMEX U.S. February natural gas futures rose by more than 11% intraday, once rising above $4, and finally closed up 5.39% at $3.9100 per million British thermal units.</p><p>5. New York gold futures closed up 0.4% on Monday, hitting a new high since early</p><p>On Monday, gold futures for February delivery rose $8.10, or 0.4%, to settle at $1,877.80 an ounce on the New York Mercantile Exchange. Based on the most active contract, the futures hit a new closing high since May 6.</p><p>Macro News</p><p>1. Fed Daly: Inflation is more persistent than expected, and interest rate peaks above 5% are reasonable</p><p>On Monday Eastern Time, San Francisco Fed President Daly said in an interview with the Wall Street Journal that Fed policymakers agree that inflation is more persistent than expected and may need to raise interest rates above 5% and remain high for some time..</p><p>Daly believes that the peak interest rate of 5%-5.25% is reasonable, but the final interest rate level is still unclear and will depend on future inflation data.</p><p>2. The latest survey from the New York Fed: Consumers expect U.S. inflation to continue to slow next year</p><p>U.S. consumers expect short-term inflationary pressures to continue to weaken, while they expect to significantly reduce spending, although they expect income to continue to grow, consumer survey data released by the New York Fed on Monday Eastern Time showed.</p><p>The survey, conducted in December last year, showed that respondents expect inflation to fall to 5% in a year, down 0.2% month-on-month from November and the lowest level since July 2021. Federal Reserve officials believe that the public's expectations for the future direction of price pressures have a great impact on the current trend of price pressures.</p><p>3. One month after the price ceiling was implemented, the price of Russia's flagship crude oil is less than half of the international oil price</p><p>A month after the West imposed a price cap on Russian crude oil, Russia's flagship crude oil is selling for less than half the international oil price, well below the cap set by the Group of Seven (G7).</p><p>In order to limit Russia's revenue from oil, the G7, the European Union and Australia decided to cap the price of Russian seaborne oil at US $60 per barrel from December 5, 2022. Also in effect are the EU's restrictions on Russian oil. The EU officially banned the import of Russian crude oil on December 5 last year.</p><p>According to data from Argus Media, an independent energy quotation and market analysis agency, the price of Russian Urals crude oil at Primorsk port in the Baltic Sea last Friday was US $37.80 per barrel, while the closing price of Brent, the global benchmark crude oil, was US $78.57 per barrel that day.</p><p>4. The Swiss National Bank, which bought the world to suppress the strength of its local currency, suffered a record loss of US $143 billion last year</p><p>On Monday local time, the Swiss National Bank announced on its official website that according to preliminary calculations, the bank will record a huge loss of 132 billion Swiss francs (approximately US $143 billion) in 2022. The figure released on Monday is also the biggest annual loss of the bank since its establishment in 1906. Compared with the previous record (loss of 23 billion Swiss francs in 2015), it is not worth mentioning. The Swiss National Bank recorded a total profit of 26 billion Swiss francs in 2021.</p><p>It is not difficult to see from the few lines of announcements that the huge losses of the Swiss National Bank are related to the huge earthquake in the global financial market in 2022. Of all the 132 billion Swiss francs losses, 131 billion came from foreign bonds and stocks on hand by the Swiss National Bank, and another 1 billion came from local asset positions. The only target that the Swiss National Bank made a profit last year was thousands of tons of gold on hand, with a net increase of 400 million Swiss francs in value.</p><p>5. The German Finance Minister was questioned about concealing political and business relations. Berlin prosecutors launched an assessment of the investigation</p><p>In recent days, German Finance Minister Christian Lindner has once again become the focus of German public opinion: he was criticized for recording an anniversary celebration speech to the bank that provided him with loans and failing to disclose his interests. The prosecution also said on Monday that it would conduct a procedural evaluation.</p><p>Different from the Merkel period, the current German Scholz government is actually jointly formed by the German Social Democratic Party, the Green Party and the Liberal Democratic Party. Lindner himself has been the leader of the Liberal Democratic Party for the past ten years.</p><p>The situation between Russia and Ukraine</p><p>1. German government spokesperson: Germany currently has no intention of providing \"Leopard 2\" tanks to Ukraine</p><p>German federal government spokesman Heberstreiter said on the 9th local time that despite recent pressure from some politicians of the Green Party and the Liberal Democratic Party, the federal government \"currently has no intention of providing 'Leopard 2' main battle tanks to Ukraine.\" Heberstreiter said that Germany still hopes that the Russia-Ukraine conflict can end as soon as possible. He also denied that Germany's provision of \"Weasel\" infantry fighting vehicles and \"Patriot\" air defense systems to Ukraine would lead to an escalation of the conflict.</p><p>2. Western military assistance to Ukraine continues to increase: Britain and Germany are considering providing main battle tanks</p><p>According to British media reports on Monday (January 9), the United Kingdom has considered the possibility of providing British Army Challenger 2 main station tanks to Ukraine for the first time since the outbreak of the Russia-Ukraine conflict. Sources pointed out that the UK may provide Ukraine with about 10 Challenger 2 tanks. Negotiations have been going on for several weeks and no final decision has been made so far.</p><p>3. Russia claims to have destroyed Ukrainian equipment. Ukraine claims to attack areas where Russian personnel are concentrated</p><p>The Russian Ministry of Defense announced on the 9th local time that the Russian army destroyed Ukrainian military equipment in Kupyansk and other places. The Ukrainian side stated that the Ukrainian army attacked multiple areas where Russian personnel were concentrated.</p><p>Company News</p><p>1. Apple plans to give up by 2025<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>Chip</p><p>Apple plans to give up using chips from Broadcom Corporation in the United States by 2025 and switch to self-developed chips. Apple is trying to integrate modems, WiFi chips, Bluetooth and other components, hoping to start replacing them as soon as 2024<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Modem chip.</p><p>2. Moderna is considering setting the commercial selling price of its COVID-19 vaccine at $130 much higher than the U.S. purchase price</p><p>Moderna said the company is considering setting its COVID-19 vaccine price in the U.S. at between $110 and $130 per dose, when the company will shift from government contract distribution to commercial distribution. This price range is comparable to<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>COVID-19 vaccine, which said in October last year it was considering developing in cooperation with BioNTech, has a similar price range. The commercial price of the vaccine will be significantly higher than the cost per dose in Moderna's supply contract with the U.S. federal government.</p><p>3、<a href=\"https://laohu8.com/S/DIS\">Disney</a>Require employees to work at the company four days a week</p><p>Disney CEO Robert Iger on Monday told employees with a hybrid work model that they must return to the company's office four days a week starting March 1. Iger wrote: \"In the past few months, I have been meeting with teams across the company, which reminds me of the great value of working with colleagues. As you have heard me say many times, creativity is the core and soul of us and everything we do at Disney. And in a creative enterprise like ours, nothing can replace the ability to connect, observe and create with colleagues. This ability comes from the actual process of getting along, and nothing can replace the opportunity to develop professionally by learning from leaders and mentors.\"</p><p>4. Bilibili: Entered into an equity underwriting and bill exchange agreement with the underwriter. The company agreed to issue 15.344 million American depositary shares</p><p>Bilibili announced on the Hong Kong Stock Exchange that the company entered into an equity underwriting and bill exchange agreement with the underwriter, pursuant to which the company agreed to issue 15.344 million American depositary shares in partial exchange for the underwriter and its applicable affiliates The person will purchase outstanding December 2026 notes with a total principal amount of US $385 million from certain noteholders through private negotiations. On January 9, 2023, the Company submitted a registration suspension statement on Form F-3 and a preliminary prospectus supplement to the SEC in connection with the underwriter's offering and sale of 15.344 million American Depositary Shares at the Offer Price. It is expected that these ADSs will be placed to not less than six placees. The offer price is US $26.65 per American depositary share, and the net proceeds will be approximately US $397 million, assuming all American depositary shares to be offered are fully subscribed.</p><p>5、<a href=\"https://laohu8.com/S/RRN.UK\">Rolls-Royce</a>Sales volume will continue to set a century-old record in 2022, and customized services push users to pay with pride</p><p>Under the German BMW Group<a href=\"https://laohu8.com/S/DLX\">Luxurious</a>Automobile brand<a href=\"https://laohu8.com/S/RR..UK\">Rolls-Royce</a>(Rolls-Royce) announced on Monday that sales data in 2022 continues to set records since the company was founded, while customized services provided to customers have also raised the average unit price per vehicle to unprecedented heights.</p><p>From the data point of view, Rolls-Royce delivered a total of 6,021 vehicles last year, an increase of 8% from 5,586 vehicles in 2021. Although sales in mainland China and Hong Kong have experienced a \"single-digit percentage\" decline, rising demand in the North American market has still pushed century-old automobile brands to break delivery records. From a regional perspective, the Americas accounted for one-third of the overall sales, while China and Europe accounted for one-quarter and one-fifth respectively.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | Federal Reserve officials poured cold water on them, and U.S. stocks fell sharply! Tesla Rebounds Nearly 6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | Federal Reserve officials poured cold water on them, and U.S. stocks fell sharply! Tesla Rebounds Nearly 6%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-01-10 07:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: ① Federal Reserve officials poured cold water again, and U.S. stocks plunged and the Dow Jones Industrial Average fell 0.34%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Rebounded nearly 6%; ② Natural gas in Europe and America rose sharply, American gas once rose by more than 11%, and gold hit an eight-month high; ③<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Plans to abandon by 2025<a href=\"https://laohu8.com/S/BRCM\">Broadcom</a>Chip.<img src=\"https://static.tigerbbs.com/e82070f90823ecf95462a82588de9fca\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Overseas market</p><p>1. Federal Reserve officials poured cold water on U.S. stocks after rising and falling back, only the Nasdaq closed up, Tesla rose nearly 6%</p><p>On Monday, January 9, the market continued to digest the signs of inflation peaking and cooling shown by U.S. December non-farm payrolls last Friday, and risk appetite rebounded. U.S. stocks opened higher and moved higher at the beginning of the session, but after two Federal Reserve officials successively stated that the benchmark interest rate may exceed 5%, the increase narrowed significantly. This trend accelerated in late trading, and the Dow and S&P finally turned lower. As of the close, the Nasdaq index rose 0.63%, the S&P 500 index fell 0.08%, and the Dow Jones index fell 0.34%.</p><p>Most large technology stocks rose,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up more than 1%, Apple,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>Small rise;<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, Meta fell slightly. Tesla rose nearly 6%. Company representatives said that Tesla offered discounts of up to S $10,000 to buyers who exchanged fuel vehicles for new cars in Singapore. Lululemon lowered its gross profit margin forecast for the fourth quarter, and its stock price fell nearly 10%.</p><p>2. Popular Chinese concept stocks are mixed<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up more than 3%</p><p>Popular Chinese concept stocks were mixed, with the Nasdaq China Golden Dragon Index rising 0.72%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up more than 5%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>, Alibaba rose more than 3%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>, Weibo rose more than 2%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Slightly higher.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 5%,<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Fell more than 3%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 2%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Fell more than 1%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Slight decline.</p><p>3. Major European stock indexes rose collectively, and the German DAX30 index rose 1.25%</p><p>Major European stock indexes closed collectively higher on Monday, with Germany's DAX30 index rising 1.25%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.33%, the French CAC40 index rose 0.68%, and the European Stoxx 50 index rose 1.26%.</p><p>4. Oil prices narrowed significantly in late trading. U.S. oil once rose 4% during the session. European and American natural gas rose sharply</p><p>WTI February crude oil futures closed up US $0.86, or 1.16%, at US $74.63 per barrel, with an intraday maximum of nearly US $3, and once rose above US $76, the highest since January 4. Brent March futures closed up $1.08, or 1.37%, at $79.65 per barrel, with an intraday maximum increase of $2.79 or 3.6%. They once rose above $81 and recovered more than half of the decline since January 4.</p><p>European benchmark TTF Dutch natural gas futures rose more than 7% in late trading, near a daily high of 75.5 euros/MWh. ICE British Gas rose more than 10%, setting a new daily high of 188.5 p/kcal. NYMEX U.S. February natural gas futures rose by more than 11% intraday, once rising above $4, and finally closed up 5.39% at $3.9100 per million British thermal units.</p><p>5. New York gold futures closed up 0.4% on Monday, hitting a new high since early</p><p>On Monday, gold futures for February delivery rose $8.10, or 0.4%, to settle at $1,877.80 an ounce on the New York Mercantile Exchange. Based on the most active contract, the futures hit a new closing high since May 6.</p><p>Macro News</p><p>1. Fed Daly: Inflation is more persistent than expected, and interest rate peaks above 5% are reasonable</p><p>On Monday Eastern Time, San Francisco Fed President Daly said in an interview with the Wall Street Journal that Fed policymakers agree that inflation is more persistent than expected and may need to raise interest rates above 5% and remain high for some time..</p><p>Daly believes that the peak interest rate of 5%-5.25% is reasonable, but the final interest rate level is still unclear and will depend on future inflation data.</p><p>2. The latest survey from the New York Fed: Consumers expect U.S. inflation to continue to slow next year</p><p>U.S. consumers expect short-term inflationary pressures to continue to weaken, while they expect to significantly reduce spending, although they expect income to continue to grow, consumer survey data released by the New York Fed on Monday Eastern Time showed.</p><p>The survey, conducted in December last year, showed that respondents expect inflation to fall to 5% in a year, down 0.2% month-on-month from November and the lowest level since July 2021. Federal Reserve officials believe that the public's expectations for the future direction of price pressures have a great impact on the current trend of price pressures.</p><p>3. One month after the price ceiling was implemented, the price of Russia's flagship crude oil is less than half of the international oil price</p><p>A month after the West imposed a price cap on Russian crude oil, Russia's flagship crude oil is selling for less than half the international oil price, well below the cap set by the Group of Seven (G7).</p><p>In order to limit Russia's revenue from oil, the G7, the European Union and Australia decided to cap the price of Russian seaborne oil at US $60 per barrel from December 5, 2022. Also in effect are the EU's restrictions on Russian oil. The EU officially banned the import of Russian crude oil on December 5 last year.</p><p>According to data from Argus Media, an independent energy quotation and market analysis agency, the price of Russian Urals crude oil at Primorsk port in the Baltic Sea last Friday was US $37.80 per barrel, while the closing price of Brent, the global benchmark crude oil, was US $78.57 per barrel that day.</p><p>4. The Swiss National Bank, which bought the world to suppress the strength of its local currency, suffered a record loss of US $143 billion last year</p><p>On Monday local time, the Swiss National Bank announced on its official website that according to preliminary calculations, the bank will record a huge loss of 132 billion Swiss francs (approximately US $143 billion) in 2022. The figure released on Monday is also the biggest annual loss of the bank since its establishment in 1906. Compared with the previous record (loss of 23 billion Swiss francs in 2015), it is not worth mentioning. The Swiss National Bank recorded a total profit of 26 billion Swiss francs in 2021.</p><p>It is not difficult to see from the few lines of announcements that the huge losses of the Swiss National Bank are related to the huge earthquake in the global financial market in 2022. Of all the 132 billion Swiss francs losses, 131 billion came from foreign bonds and stocks on hand by the Swiss National Bank, and another 1 billion came from local asset positions. The only target that the Swiss National Bank made a profit last year was thousands of tons of gold on hand, with a net increase of 400 million Swiss francs in value.</p><p>5. The German Finance Minister was questioned about concealing political and business relations. Berlin prosecutors launched an assessment of the investigation</p><p>In recent days, German Finance Minister Christian Lindner has once again become the focus of German public opinion: he was criticized for recording an anniversary celebration speech to the bank that provided him with loans and failing to disclose his interests. The prosecution also said on Monday that it would conduct a procedural evaluation.</p><p>Different from the Merkel period, the current German Scholz government is actually jointly formed by the German Social Democratic Party, the Green Party and the Liberal Democratic Party. Lindner himself has been the leader of the Liberal Democratic Party for the past ten years.</p><p>The situation between Russia and Ukraine</p><p>1. German government spokesperson: Germany currently has no intention of providing \"Leopard 2\" tanks to Ukraine</p><p>German federal government spokesman Heberstreiter said on the 9th local time that despite recent pressure from some politicians of the Green Party and the Liberal Democratic Party, the federal government \"currently has no intention of providing 'Leopard 2' main battle tanks to Ukraine.\" Heberstreiter said that Germany still hopes that the Russia-Ukraine conflict can end as soon as possible. He also denied that Germany's provision of \"Weasel\" infantry fighting vehicles and \"Patriot\" air defense systems to Ukraine would lead to an escalation of the conflict.</p><p>2. Western military assistance to Ukraine continues to increase: Britain and Germany are considering providing main battle tanks</p><p>According to British media reports on Monday (January 9), the United Kingdom has considered the possibility of providing British Army Challenger 2 main station tanks to Ukraine for the first time since the outbreak of the Russia-Ukraine conflict. Sources pointed out that the UK may provide Ukraine with about 10 Challenger 2 tanks. Negotiations have been going on for several weeks and no final decision has been made so far.</p><p>3. Russia claims to have destroyed Ukrainian equipment. Ukraine claims to attack areas where Russian personnel are concentrated</p><p>The Russian Ministry of Defense announced on the 9th local time that the Russian army destroyed Ukrainian military equipment in Kupyansk and other places. The Ukrainian side stated that the Ukrainian army attacked multiple areas where Russian personnel were concentrated.</p><p>Company News</p><p>1. Apple plans to give up by 2025<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>Chip</p><p>Apple plans to give up using chips from Broadcom Corporation in the United States by 2025 and switch to self-developed chips. Apple is trying to integrate modems, WiFi chips, Bluetooth and other components, hoping to start replacing them as soon as 2024<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Modem chip.</p><p>2. Moderna is considering setting the commercial selling price of its COVID-19 vaccine at $130 much higher than the U.S. purchase price</p><p>Moderna said the company is considering setting its COVID-19 vaccine price in the U.S. at between $110 and $130 per dose, when the company will shift from government contract distribution to commercial distribution. This price range is comparable to<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>COVID-19 vaccine, which said in October last year it was considering developing in cooperation with BioNTech, has a similar price range. The commercial price of the vaccine will be significantly higher than the cost per dose in Moderna's supply contract with the U.S. federal government.</p><p>3、<a href=\"https://laohu8.com/S/DIS\">Disney</a>Require employees to work at the company four days a week</p><p>Disney CEO Robert Iger on Monday told employees with a hybrid work model that they must return to the company's office four days a week starting March 1. Iger wrote: \"In the past few months, I have been meeting with teams across the company, which reminds me of the great value of working with colleagues. As you have heard me say many times, creativity is the core and soul of us and everything we do at Disney. And in a creative enterprise like ours, nothing can replace the ability to connect, observe and create with colleagues. This ability comes from the actual process of getting along, and nothing can replace the opportunity to develop professionally by learning from leaders and mentors.\"</p><p>4. Bilibili: Entered into an equity underwriting and bill exchange agreement with the underwriter. The company agreed to issue 15.344 million American depositary shares</p><p>Bilibili announced on the Hong Kong Stock Exchange that the company entered into an equity underwriting and bill exchange agreement with the underwriter, pursuant to which the company agreed to issue 15.344 million American depositary shares in partial exchange for the underwriter and its applicable affiliates The person will purchase outstanding December 2026 notes with a total principal amount of US $385 million from certain noteholders through private negotiations. On January 9, 2023, the Company submitted a registration suspension statement on Form F-3 and a preliminary prospectus supplement to the SEC in connection with the underwriter's offering and sale of 15.344 million American Depositary Shares at the Offer Price. It is expected that these ADSs will be placed to not less than six placees. The offer price is US $26.65 per American depositary share, and the net proceeds will be approximately US $397 million, assuming all American depositary shares to be offered are fully subscribed.</p><p>5、<a href=\"https://laohu8.com/S/RRN.UK\">Rolls-Royce</a>Sales volume will continue to set a century-old record in 2022, and customized services push users to pay with pride</p><p>Under the German BMW Group<a href=\"https://laohu8.com/S/DLX\">Luxurious</a>Automobile brand<a href=\"https://laohu8.com/S/RR..UK\">Rolls-Royce</a>(Rolls-Royce) announced on Monday that sales data in 2022 continues to set records since the company was founded, while customized services provided to customers have also raised the average unit price per vehicle to unprecedented heights.</p><p>From the data point of view, Rolls-Royce delivered a total of 6,021 vehicles last year, an increase of 8% from 5,586 vehicles in 2021. Although sales in mainland China and Hong Kong have experienced a \"single-digit percentage\" decline, rising demand in the North American market has still pushed century-old automobile brands to break delivery records. From a regional perspective, the Americas accounted for one-third of the overall sales, while China and Europe accounted for one-quarter and one-fifth respectively.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".IXIC":"NASDAQ Composite","09618":"京东集团-SW","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154954789","content_text":"摘要：①美联储官员再泼冷水，美股跳水道指跌0.34%，特斯拉反弹近6%；②欧美天然气大涨，美气一度涨超11%，黄金创八个月新高；③苹果计划到2025年放弃博通芯片。海外行情1、美联储官员再泼冷水美股冲高回落仅纳指收涨特斯拉涨近6%1月9日周一，市场持续消化上周五美国12月非农就业展示的通胀触顶降温迹象，风险偏好反弹。美股盘初高开高走，但在两位美联储官员相继表示基准利率可能超过5%之后，涨幅显著收窄，尾盘这一趋势加速，道指和标普大盘最终转跌。截止收盘，纳斯达克指数涨0.63%，标普500指数跌0.08%，道琼斯指数跌0.34%。大型科技股多数上涨，亚马逊涨超1%，苹果、微软、谷歌小幅上涨；奈飞、Meta小幅下跌。特斯拉涨近6%，公司代表称，特斯拉为在新加坡以燃油车换购新车的买家提供最高1万新元的折扣。Lululemon降低四季度毛利率预期，股价大跌近10%。2、热门中概股涨跌不一阿里巴巴涨超3%热门中概股涨跌不一，纳斯达克中国金龙指数涨0.72%。理想汽车涨超5%，蔚来、阿里巴巴涨超3%，爱奇艺、微博涨超2%，百度小幅上涨。哔哩哔哩跌超5%，唯品会跌超3%，网易、小鹏汽车跌超2%，京东跌超1%，拼多多小幅下跌。3、欧洲主要股指集体上涨德国DAX30指数涨1.25%欧洲主要股指周一收盘集体上涨，德国DAX30指数涨1.25%，英国富时100指数涨0.33%，法国CAC40指数涨0.68%，欧洲斯托克50指数涨1.26%。4、油价尾盘涨幅大为收窄 美油盘中一度涨4% 欧美天然气大涨WTI 2月原油期货收涨0.86美元，涨幅1.16%，报74.63美元/桶，日内最高涨近3美元，一度升破76美元，至1月4日来最高。布伦特3月期货收涨1.08美元，涨幅1.37%，报79.65美元/桶，日内最高涨2.79美元或涨3.6%，一度升破81美元并收复1月4日来过半跌幅。欧洲基准的TTF荷兰天然气期货尾盘涨超7%，接近75.5欧元/兆瓦时的日高。ICE英国天然气涨超10%，刷新日高至188.5便士/千卡。NYMEX美国2月天然气期货盘中最高涨超11%，一度升破4美元，最终收涨5.39%，报3.9100美元/百万英热单位。5、纽约黄金期货周一收高0.4% 创5月初以来新高周一，纽约商品交易所2月交割的黄金期货价格上涨8.10美元，涨幅为0.4%，收于每盎司1877.80美元。按照最活跃合约计算，该期货创5月6日以来的收盘新高。宏观新闻1、美联储戴利：通胀比预期的更加持久 5%以上的利率峰值是合理的美东时间周一，旧金山联储主席戴利接受华尔街日报的采访中表示，美联储政策制定者一致认为，通胀比预期的更加持久，可能需要将利率上调至5%以上，并且在一段时间内维持在高位。戴利认为，5%-5.25%的利率峰值是合理的，不过最终利率水平尚不清楚，将取决于未来的通胀数据。2、纽约联储最新调查：消费者预计明年美国通胀将继续放缓纽约联储美东时间周一公布的消费者调查数据显示，美国消费者预计短期通胀压力将继续减弱，同时预计将大幅缩减支出，尽管他们预计收入将继续增长。这份在去年12月进行的调查显示，受访者预计一年后通胀将降至5%，较11月环比下降0.2%，为2021年7月以来的最低水平。美联储官员认为，公众对未来价格压力走向的预期，对当前价格压力的走势有很大影响。3、价格上限实行一月后 俄罗斯旗舰原油价格已不足国际油价一半在西方对俄罗斯原油设置价格上限一个月后，俄罗斯旗舰原油的售价不到国际油价的一半，远低于七国集团（G7）设定的上限。为了限制俄罗斯通过石油获得的收入，G7、欧盟以及澳大利亚决定，从2022年12月5日起，俄罗斯海运石油的价格上限为每桶60美元。一并生效的还有欧盟对俄罗斯石油的限制，欧盟于去年12月5日起正式禁止进口俄罗斯原油。独立能源报价及市场分析机构阿格斯(Argus Media)数据显示，上周五在波罗的海Primorsk港口，俄罗斯乌拉尔原油的价格为每桶37.80美元，而当天全球基准原油布伦特的收盘价格为每桶78.57美元。4、为压制本币走强 豪购全球的瑞士央行去年创纪录亏损1430亿美元当地时间周一，瑞士央行在官网发布公告称，根据初步计算该行在2022年录得1320亿瑞郎（约合1430亿美元）的巨额亏损。周一公布的数字也是该行自1906年创立后的最大的年度亏损，相较而言此前的纪录（2015年亏损230亿瑞郎）显得不值一提。2021年瑞士央行总共录得260亿瑞郎的盈利。从寥寥数行的公告中也不难看出，瑞士央行的巨额亏损与2022年全球金融市场的巨震有关。在所有1320亿瑞郎的亏损中，有1310亿来自于瑞士央行手头的外国债券和股票，另外还有10亿来自本土资产持仓。瑞士央行唯一在去年实现盈利的标的是手头的上千吨黄金，价值净增加4亿瑞郎。5、德国财政部长遭质疑隐瞒政商关系 柏林检方就调查启动评估德国财政部长克里斯蒂安·林德纳近几天再度成为德国舆论的焦点：他因为向给自己提供贷款的银行录制周年庆贺辞，且没有披露其中的利益关系遭到口诛笔伐，检方也在周一表示会展开程序性的评估。与默克尔时期不同，目前的德国朔尔茨政府其实是由德国社民党、绿党和自民党联合组建。而林德纳本人过去十年一直是自民党党魁。俄乌局势1、德政府发言人：德国目前无意向乌克兰提供“豹2”型坦克德国联邦政府发言人黑贝施特赖特当地时间9日表示，尽管近来绿党和自民党部分政客施加压力，但联邦政府“目前无意向乌克兰提供‘豹2’型主战坦克”。黑贝施特赖特表示，德国依然希望俄乌冲突能尽早结束，他同时否认德国向乌克兰提供“黄鼠狼”步兵战车和“爱国者”防空系统的行为会导致冲突升级。2、西方对乌军事援助继续加码：英德两国考虑提供主战坦克据英国媒体周一(1月9日)报道称，自俄乌冲突爆发以来，英国首次考虑向乌克兰提供英国陆军挑战者2主站坦克的可能性。消息人士指出，英国可能向乌克兰提供大约10辆挑战者2坦克，谈判已持续了数周，至今未做出最终决定。3、俄称摧毁乌方装备 乌称打击俄人员集中区俄罗斯国防部当地时间9日发布消息称，俄军在库皮扬斯克等地摧毁乌方军事装备。乌克兰方面表示，乌军打击多个俄方人员集中区。公司新闻1、苹果计划到2025年放弃博通芯片苹果计划在2025年前放弃使用美国博通公司的芯片，改用自研芯片。苹果正设法整合调制解调器、WiFi芯片、以及蓝牙等零部件，希望最快2024年开始替换高通调制解调器芯片。2、莫德纳考虑将其新冠疫苗的商业售价定为远高于美国采购价的130美元莫德纳表示，该公司正在考虑将其新冠疫苗在美价格定为每剂110美元至130美元之间，届时该公司将从政府合同分销转向商业分销。这一价格范围与辉瑞去年10月份表示正在考虑与BioNTech合作开发的新冠疫苗的价格范围相似。该疫苗的商业售价将大大高于莫德纳与美国联邦政府供应合同中的每剂量成本。3、迪士尼要求员工每周到公司办公四天迪士尼首席执行官罗伯特·艾格周一告诉采用混合工作模式的员工，从3月1日起，他们必须每周重返公司办公室办公四天。艾格写道：“在过去几个月里，我一直在与整个公司的团队会面，这让我想起了与同事共事的巨大价值。正如你们多次听到我说的那样，创造力是我们以及我们在迪士尼所做一切的核心和灵魂。而在像我们这样的创意企业中，没有什么可以取代与同事们建立联系、观察和创造的能力，这种能力来自于实际的相处过程，也没有什么能取代通过向领导和导师学习而获得专业发展的机会。”4、哔哩哔哩：与包销商订立股权包销及票据交换协议 公司同意发行1534.4万股美国存托股哔哩哔哩在港交所公告称，公司与包销商订立股权包销及票据交换协议，据此，本公司同意发行1534.4万股美国存托股，以部分交换包销商及其适用联属人士将透过私下商讨自若干票据持有人购买本金总额3.85亿美元的未赎回2026年12月票据。于2023年1月9日，公司就包销商以发售价发售及出售1534.4万股美国存托股向美国证交会递交表F-3的暂搁注册声明及初步招股章程补充文件。预期会将该等美国存托股配售予不少于六名承配人。发售价为每股美国存托股26.65美元，假设所有待发售的美国存托股获悉数认购，所得款项净额将约为3.97亿美元。5、劳斯莱斯2022年销量续刷百年纪录 定制服务推动用户豪气买单德国宝马集团旗下豪华汽车品牌劳斯莱斯（Rolls-Royce）周一宣布，2022年销量数据继续创下公司成立以来的纪录，同时为客户提供的定制服务也将平均每辆车的单价拉升到前所未有的高度。从数据上来看，劳斯莱斯去年总共交付了6021辆车，较2021年的5586辆提升8%。虽然中国大陆和香港的地区的销量出现了“个位数百分比”的下滑，但北美市场的需求上升依然推动百年汽车品牌打破了交付纪录。从地区来看，美洲地区占到整体销量的三分之一，中国区和欧洲区则分别为四分之一和五分之一。","news_type":1,"symbols_score_info":{".IXIC":0.9,"09618":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":4641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953458369,"gmtCreate":1673313311651,"gmtModify":1676538816280,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583571794110805","authorIdStr":"3583571794110805"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953458369","repostId":"1161476758","repostType":4,"repost":{"id":"1161476758","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":1673234824,"share":"https://ttm.financial/m/news/1161476758?lang=en_US&edition=fundamental","pubTime":"2023-01-09 11:27","market":"us","language":"zh","title":"Large option orders | Total option trading volume surged! Tesla options traded more than 5.2 million contracts, a new high in nearly a year","url":"https://stock-news.laohu8.com/highlight/detail?id=1161476758","media":"老虎资讯综合","summary":"周五，期权市场总成交量49,549,732张合约，环比前一交易日增加45.17%，大幅高于90日平均成交量，其中看涨期权占52%；周五大型科技股集体反弹，同时期权成交量也出现大幅回升；特斯拉成交522","content":"<p><html><head></head><body>On Friday, the total trading volume of the options market was 49,549,732 contracts, an increase of 45.17% from the previous trading day, significantly higher than the 90-day average trading volume, of which call options accounted for 52%; Large technology stocks rebounded collectively on Friday, while options trading volume also rebounded sharply; Tesla traded 5.223 million contracts, more than twice the 90-day average trading volume, hitting a new high in the past year; Apple traded 1.805 million contracts and Amazon traded 1.508 million contracts.<b>1. Market Overview (January 6)</b></p><p>On Friday (January 6), with the release of non-agricultural data for December before the market opened, the market finally reached a consensus on the signal of slowing inflation after a short period of hesitation and fluctuation. Subsequently, the three major indexes strengthened in high spirits. The S&P 500 index rose 2.28% on Friday and 1.45% on the week; The Nasdaq index rose 2.56%, up 0.98% on the week; The Dow Jones index rose 2.13%, up 1.46% for the week.</p><p>The total trading volume of the options market was 49,549,732 contracts, an increase of 45.17% from the previous trading day (previous value of 34,131,397 contracts), which was higher than the 90-day average trading volume (39,210,781 contracts), of which call options accounted for 52%.</p><p><b>2. Total option transaction volume TOP10</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f516c8d38b974bdbf40df61bd2e06339\" tg-width=\"1242\" tg-height=\"2151\" referrerpolicy=\"no-referrer\"/><span>Data source: Tiger International App</span></p><p><a href=\"https://laohu8.com/S/SPY\">S&P Index ETF</a>It is still the first choice for investors. On Friday, 9.794 million options contracts were traded, an increase of 30.48% from the previous trading day, of which call options accounted for 44.2%;</p><p>Large technology stocks rebounded collectively on Friday, while options trading volume also rebounded sharply;<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>5.223 million contracts were traded, more than twice the 90-day average trading volume, hitting a new high in the past year;<a href=\"https://laohu8.com/S/AAPL\">Apple</a>1.805 million contracts were traded,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>1.508 million contracts were traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1fbcd3ee7c01615f27b84e5450e2c95\" tg-width=\"1445\" tg-height=\"451\" referrerpolicy=\"no-referrer\"/><span>Tesla's trading volume in the past year, data source: Market Chameleon</span></p><p><b>3. Observation of changes</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45a0d3cc5db0c485ae1e7a97cb0479be\" tg-width=\"1267\" tg-height=\"528\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/T\">AT&T</a>It rose for 4 consecutive trading days last week, and rose by more than 6% last week; Options traded 272,900 contracts on Friday, more than 6 times larger than the 90-day average. Among them, the trading volume of the $18 strike call option expiring on January 20, 2023 was particularly high, with a trading volume of 147,200 contracts.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c55b1ba20a9ac114277de3edcbcc118\" tg-width=\"1579\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/VZ\">Verizon</a>It had risen for six consecutive trading days before, and rose by more than 7% last week; Options traded 486,300 contracts on Friday, more than 8 times larger than the 90-day average. Among them, the trading volume of the $40 strike call option expiring on January 20, 2023 was particularly high, with a trading volume of 122,500 contracts.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca5ed7e1aeb299696e6fd319ad8fe19e\" tg-width=\"1580\" tg-height=\"381\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></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>Large option orders | Total option trading volume surged! Tesla options traded more than 5.2 million contracts, a new high in nearly a year</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\">\nLarge option orders | Total option trading volume surged! Tesla options traded more than 5.2 million contracts, a new high in nearly a year\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-01-09 11:27</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Friday, the total trading volume of the options market was 49,549,732 contracts, an increase of 45.17% from the previous trading day, significantly higher than the 90-day average trading volume, of which call options accounted for 52%; Large technology stocks rebounded collectively on Friday, while options trading volume also rebounded sharply; Tesla traded 5.223 million contracts, more than twice the 90-day average trading volume, hitting a new high in the past year; Apple traded 1.805 million contracts and Amazon traded 1.508 million contracts.<b>1. Market Overview (January 6)</b></p><p>On Friday (January 6), with the release of non-agricultural data for December before the market opened, the market finally reached a consensus on the signal of slowing inflation after a short period of hesitation and fluctuation. Subsequently, the three major indexes strengthened in high spirits. The S&P 500 index rose 2.28% on Friday and 1.45% on the week; The Nasdaq index rose 2.56%, up 0.98% on the week; The Dow Jones index rose 2.13%, up 1.46% for the week.</p><p>The total trading volume of the options market was 49,549,732 contracts, an increase of 45.17% from the previous trading day (previous value of 34,131,397 contracts), which was higher than the 90-day average trading volume (39,210,781 contracts), of which call options accounted for 52%.</p><p><b>2. Total option transaction volume TOP10</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f516c8d38b974bdbf40df61bd2e06339\" tg-width=\"1242\" tg-height=\"2151\" referrerpolicy=\"no-referrer\"/><span>Data source: Tiger International App</span></p><p><a href=\"https://laohu8.com/S/SPY\">S&P Index ETF</a>It is still the first choice for investors. On Friday, 9.794 million options contracts were traded, an increase of 30.48% from the previous trading day, of which call options accounted for 44.2%;</p><p>Large technology stocks rebounded collectively on Friday, while options trading volume also rebounded sharply;<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>5.223 million contracts were traded, more than twice the 90-day average trading volume, hitting a new high in the past year;<a href=\"https://laohu8.com/S/AAPL\">Apple</a>1.805 million contracts were traded,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>1.508 million contracts were traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1fbcd3ee7c01615f27b84e5450e2c95\" tg-width=\"1445\" tg-height=\"451\" referrerpolicy=\"no-referrer\"/><span>Tesla's trading volume in the past year, data source: Market Chameleon</span></p><p><b>3. Observation of changes</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45a0d3cc5db0c485ae1e7a97cb0479be\" tg-width=\"1267\" tg-height=\"528\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/T\">AT&T</a>It rose for 4 consecutive trading days last week, and rose by more than 6% last week; Options traded 272,900 contracts on Friday, more than 6 times larger than the 90-day average. Among them, the trading volume of the $18 strike call option expiring on January 20, 2023 was particularly high, with a trading volume of 147,200 contracts.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c55b1ba20a9ac114277de3edcbcc118\" tg-width=\"1579\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/VZ\">Verizon</a>It had risen for six consecutive trading days before, and rose by more than 7% last week; Options traded 486,300 contracts on Friday, more than 8 times larger than the 90-day average. Among them, the trading volume of the $40 strike call option expiring on January 20, 2023 was particularly high, with a trading volume of 122,500 contracts.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca5ed7e1aeb299696e6fd319ad8fe19e\" tg-width=\"1580\" tg-height=\"381\" referrerpolicy=\"no-referrer\"/><span>Data Source : Market Chameleon</span></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"T":"At&T","AAPL":"苹果","SPY":"标普500ETF","VZ":"Verizon Comms","AMZN":"亚马逊","TSLA":"特斯拉","QQQ":"纳指100ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161476758","content_text":"周五，期权市场总成交量49,549,732张合约，环比前一交易日增加45.17%，大幅高于90日平均成交量，其中看涨期权占52%；周五大型科技股集体反弹，同时期权成交量也出现大幅回升；特斯拉成交522.3万张合约，较90日平均成交量放大逾2倍，创近一年新高；苹果成交180.5万张合约，亚马逊成交150.8万张合约。一、市场概览 （1月6日）周五（1月6日）随着盘前12月非农数据出炉，市场经历短暂的犹豫和波动后，终于在通胀放缓的信号上达成共识。随后三大指数昂扬走强，周五标普500指数涨2.28%，周涨1.45%；纳斯达克指数涨2.56%，周涨0.98%；道琼斯指数涨2.13%，周涨1.46%。期权市场总成交量49,549,732张合约，环比前一交易日（前值34,131,397张合约）增加45.17%，高于90日平均成交量（39,210,781张合约），其中，看涨期权占52%。二、期权成交总量TOP10数据来源：老虎国际App标普指数ETF仍是投资者首选，周五期权成交979.4万张合约，较前一交易日增加30.48%，其中看涨期权占比44.2%；周五大型科技股集体反弹，同时期权成交量也出现大幅回升；特斯拉成交522.3万张合约，较90日平均成交量放大逾2倍，创近一年新高；苹果成交180.5万张合约，亚马逊成交150.8万张合约。特斯拉近一年成交量，数据来源：Market Chameleon三、异动观察数据来源：Market Chameleon美国电话电报上周连续4个交易日上涨，上周累涨逾6%；周五期权成交27.29万张合约，较90日平均量放大逾6倍，其中2023年1月20日到期的18美元行使价看涨期权的成交量特别高，成交量为14.72万张。数据来源：Market Chameleon威瑞森此前连续六个交易日上涨，上周累涨逾7%；周五期权成交48.63万张合约，较90日平均量放大逾8倍，其中2023年1月20日到期的40美元行使价看涨期权的成交量特别高，成交量为12.25万张。数据来源：Market Chameleon","news_type":1,"symbols_score_info":{"AAPL":0.9,"T":0.9,"SPY":0.9,"QQQ":0.9,"VZ":0.9,"TSLA":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":4062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953972506,"gmtCreate":1673145092605,"gmtModify":1676538792017,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583571794110805","authorIdStr":"3583571794110805"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953972506","repostId":"2301039786","repostType":4,"repost":{"id":"2301039786","kind":"highlight","pubTimestamp":1673066332,"share":"https://ttm.financial/m/news/2301039786?lang=en_US&edition=fundamental","pubTime":"2023-01-07 12:38","market":"us","language":"zh","title":"Viewpoint | Jack Ma is no longer the actual controller of Ant Group, and his voting rights have been reduced from 53.46% to 6.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2301039786","media":"贝壳财经","summary":"相关阅读：解读 | 蚂蚁集团再现大动作，马云退出实控人位置！1月7日，《蚂蚁集团关于持续完善公司治理的公告》对外发布。这一《公告》的核心内容在于，蚂蚁集团主要股东及相关受益人拟对蚂蚁集团股东上层结构进","content":"<p><div>Related reading: Interpretation | Ant Group makes a big move again, and Jack Ma withdraws from the position of actual controller! On January 7, the \"Ant Group's Announcement on Continuous Improvement of Corporate Governance\" was released. The core content of this \"Announcement\" is that the major shareholders and related beneficiaries of Ant Group intend to adjust the upper structure of Ant Group's shareholders. The core of this adjustment is the change in the voting rights of the major shareholders of Ant Group, from Jack Ma and his concerted actions People jointly exercise share voting rights, and 10 natural persons including Ant Group management, employee representatives and founder Jack Ma independently exercise share voting rights. After this adjustment is completed,...</p><p><a href=\"https://mp.weixin.qq.com/s/0VEjmFi-sCBljtgeygTsNQ\">Web link</a></div></p>","source":"lsy1596160878356","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>Viewpoint | Jack Ma is no longer the actual controller of Ant Group, and his voting rights have been reduced from 53.46% to 6.2%</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\">\nViewpoint | Jack Ma is no longer the actual controller of Ant Group, and his voting rights have been reduced from 53.46% to 6.2%\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">贝壳财经</strong><span class=\"h-time small\">2023-01-07 12:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Related reading: Interpretation | Ant Group makes a big move again, and Jack Ma withdraws from the position of actual controller! On January 7, the \"Ant Group's Announcement on Continuous Improvement of Corporate Governance\" was released. The core content of this \"Announcement\" is that the major shareholders and related beneficiaries of Ant Group intend to adjust the upper structure of Ant Group's shareholders. The core of this adjustment is the change in the voting rights of the major shareholders of Ant Group, from Jack Ma and his concerted actions People jointly exercise share voting rights, and 10 natural persons including Ant Group management, employee representatives and founder Jack Ma independently exercise share voting rights. After this adjustment is completed,...</p><p><a href=\"https://mp.weixin.qq.com/s/0VEjmFi-sCBljtgeygTsNQ\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/0VEjmFi-sCBljtgeygTsNQ\">贝壳财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71ccb69503492bd4c5be415f2c88879c","relate_stocks":{"LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0173614495.USD":"富达中国焦点A","BK4548":"巴美列捷福持仓","BK1142":"互联网与直销零售","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU0228659784.USD":"施罗德金砖四国基金","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU1688375341.USD":"贝莱德中国灵活股票基金","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK1588":"回港中概股","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0181495838.USD":"施罗德新兴亚洲A Acc","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","BK4524":"宅经济概念","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BABA":"阿里巴巴","BK4581":"高盛持仓","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK1584":"蚂蚁金服概念","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4531":"中概回港概念","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","BK4526":"热门中概股","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","09988":"阿里巴巴-W","BK4503":"景林资产持仓","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","BK4575":"芯片概念","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","BK4558":"双十一","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK1586":"云计算","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","BK4504":"桥水持仓","LU0048580855.USD":"富达大中华区A"},"source_url":"https://mp.weixin.qq.com/s/0VEjmFi-sCBljtgeygTsNQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301039786","content_text":"相关阅读：解读 | 蚂蚁集团再现大动作，马云退出实控人位置！1月7日，《蚂蚁集团关于持续完善公司治理的公告》对外发布。这一《公告》的核心内容在于，蚂蚁集团主要股东及相关受益人拟对蚂蚁集团股东上层结构进行调整，本次调整的核心是蚂蚁集团主要股东投票权的变化，从马云及其一致行动人共同行使股份表决权，到包括蚂蚁集团管理层、员工代表和创始人马云在内的10名自然人分别独立行使股份表决权。本次调整完成后，蚂蚁集团包括杭州君瀚和杭州君澳在内的各主要股东彼此独立行使所持有的蚂蚁集团股份表决权且无一致行动关系，各股东未单独或共同在蚂蚁集团股东大会层面形成控制，也不存在任何股东所提名的董事人数超过全体董事半数的情形。因此，不再存在任何直接或间接股东单一或共同控制蚂蚁集团的情形。推动股东投票权与经济利益更相匹配。01、蚂蚁集团股东上层结构调整，股东投票权与经济利益更匹配具体如何调整？本次调整前蚂蚁集团的股权结构如上所示，马云、井贤栋等4人在杭州云铂投资咨询有限公司（以下简称：云铂投资）层面构成一致行动人，并通过云铂投资旗下的两家有限合伙公司总计持有蚂蚁集团53.46%的股权。此次调整主要包括四方面：第一，马云、井贤栋、胡晓明及蒋芳终止在云铂投资层面的一致行动关系；第二，井贤栋、邵晓锋、倪行军、赵颖、吴敏芝将通过股权转让分别持有云铂投资20%的股权；第三，云铂投资从杭州君瀚退伙，杭州星滔企业管理咨询有限公司（以下简称“杭州星滔”）入伙杭州君瀚，并担任杭州君瀚的普通合伙人暨执行事务合伙人，杭州星滔由马云、韩歆毅、张彧、黄辰立、周芸分别持有20%的股权；第四，本次调整完成后的云铂投资及杭州星滔的全体股东承诺独立行使其在云铂投资或杭州星滔中包括表决权在内的各项股东权利，不与任何其他方达成任何形式的一致行动安排，且不单独或与任何其他方共同谋求对于蚂蚁集团的控制权。简而言之，调整后蚂蚁集团各主要股东彼此独立行使股份表决权且无一致行动关系，不再存在任何直接或间接股东单一或共同控制蚂蚁集团的情形，马云在蚂蚁集团的经济利益没有变化，对蚂蚁集团的投票权将与他作为杭州君瀚的自然人股东、在蚂蚁集团享有的经济利益相匹配。此外，调整后的蚂蚁集团股东及持股比例并未变化，股东及受益人的经济利益不受影响，股份表决权也更透明、分散。蚂蚁集团公告表示，这是对公司治理结构的进一步优化，将对公司的持续稳健发展起到促进作用。02、蚂蚁集团计划引入第五名独董，推动公司治理完善实际上，自2021年以来，蚂蚁集团在公司治理层面有一系列动作。如2022年中，蚂蚁集团新聘了杨小蕾、史美伦担任独立董事，并将股东代表董事从3位减少到2位。经过调整，蚂蚁集团董事会呈现“2+2+4”结构：2名执行董事，分别为井贤栋（董事长）、倪行军；2名非执行董事/股东代表董事，分别为蔡崇信、程立；4名独立董事，分别为郝荃、黄益平、杨小蕾、史美伦。也就是说，目前董事会八名董事中已有四名独立董事，达到半数，上述《公告》称，在此基础上，蚂蚁集团还计划继续引入第五名独立董事，实现董事会中独立董事过半数。蚂蚁集团方面表示，近期在董事会、股东层面的一系列提升举措，进一步完善了公司治理体系，公司将继续坚守“以数助实”定位，坚定落实可持续发展战略，不断提升公司治理水平。随着治理水平不断提升，蚂蚁集团的业务也在稳步发展，官网信息显示，近两年来，蚂蚁集团将可持续发展和服务实体经济作为工作重心，在数字普惠、绿色低碳、科技创新和开放生态上持续投入：支付宝已为小微商家降低经营成本超百亿元；蚂蚁数科携手合作伙伴推出80多个行业数字化解决方案，在金融、新能源、版权科技、跨境贸易等领域服务近万家企业；蚂蚁发起成立的网商银行，累计服务的小微经营者数量超过4900万。","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":3781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953976716,"gmtCreate":1673145043635,"gmtModify":1676538791994,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583571794110805","authorIdStr":"3583571794110805"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953976716","repostId":"1183808598","repostType":4,"repost":{"id":"1183808598","kind":"news","pubTimestamp":1673139017,"share":"https://ttm.financial/m/news/1183808598?lang=en_US&edition=fundamental","pubTime":"2023-01-08 08:50","market":"us","language":"zh","title":"Focus Analysis | Ants grow up, Ali retreats","url":"https://stock-news.laohu8.com/highlight/detail?id=1183808598","media":"36氪","summary":"在2023年1月之前，看似退隐江湖2年的马云都还是蚂蚁的实际控制人，但是历史在这一刻改写。1月7日，蚂蚁集团官网发布《关于持续完善公司治理的公告》。这份公告有3个重点，其中最引人注目的一个，就是蚂蚁集","content":"<p><html><head></head><body>Before January 2023, Jack Ma, who seemed to have retired for two years, was still the actual controller of Ant, but history was rewritten at this moment.</p><p>On January 7, the official website of Ant Group issued the \"Announcement on Continuous Improvement of Corporate Governance.\" This announcement has three key points, the most striking of which is that the major shareholders and related beneficiaries of Ant Group intend to adjust the upper structure of Ant Group's shareholders. The core of the adjustment is the change in the voting rights of the major shareholders of Ant Group.</p><p>After the adjustment, the biggest concern is that Jack Ma, Alibaba's lifelong partner and founder, is no longer the actual controller of Ant Group. The ants grow bigger and bigger, and the founders and the old Ali entrepreneurial groups slowly move away.<b>Although Ali is still an important shareholder of Ant, it no longer has the absolute management rights of Ant. Ant and Ali are already two companies in any sense.</b></p><p>In fact, since the suspension of the IPO, Ant Group has been rectifying. During this period, various news continued to spread: on the business side, Alipay was disconnected from Huabei, Jiebei and other financial products; In terms of management structure, more independent directors have been introduced, the management no longer serves as Alibaba partners, and Ant Consumer Finance's capital increase plan has been approved... Everything points to compliance in line with regulatory trends, as well as transparency and transparency of corporate governance. and effectiveness.</p><p>Is Ant's efforts to move towards compliance and transparency step by step paving the way for IPO?</p><p><b>Jack Ma \"retired\"</b></p><p>The core of Ant's adjustment to the shareholder structure this time is the change in the voting rights of major shareholders: from the joint exercise of voting rights of shares by Jack Ma and his concerted parties, to 10 natural persons including Ant Group management, employee representatives and founder Jack Ma, independently exercise voting rights on shares.</p><p>Specifically: Jack Ma and his concerted parties, Jing Xiandong, Hu Xiaoming and Jiang Fang, have signed an agreement to terminate the concerted action relationship at Hangzhou Yunbo level.</p><p><b>What exactly is \"concerted action relationship\"?</b></p><p>According to public information, before today, although Jack Ma, Jing Xiandong, Hu Xiaoming and Jiang Fang held 34%, 22%, 22% and 22% of the shares of Hangzhou Yunbo Investment Consulting Co., Ltd. respectively, according to the company's current articles of association and the \"Concerted Action Agreement\", Jack Ma can actually control the voting results of Yunbo Investment shareholders' meeting and exercise matters related to the shareholders' rights of Ant Group, thereby indirectly controlling the voting rights of 53.46% of Ant Group's shares.</p><p>Senior legal professionals told 36Kr,<b>In essence, concerted action agreement is an agreement to control the rights of various shareholders, and \"concerted action parties\" are usually the proxy holders of shares/equity. Although the equity belongs to them, the control right is in the hands of others</b>。</p><p>In the case of Ant, Alibaba and Ant founder Jack Ma can rely on this agreement to get other share/equity holders to agree to any of their proposals. In short, Jack Ma himself has always been the actual controller of ants.</p><p>After this adjustment, the major shareholders of Ant Group exercise their voting rights independently with each other and have no concerted action relationship. There is no longer any situation where direct or indirect shareholders single or joint control of Ant Group.</p><p>At the same time, Hangzhou Junhan and Hangzhou Junao, the major shareholders of Ant Group, are controlled by the same general partner company (Hangzhou Yunbo) and split into two different general partner companies (Hangzhou Yunbo and Hangzhou Xingtao) respectively control. Jing Xiandong, Shao Xiaofeng, Ni Xingjun, Zhao Ying and Wu Minzhi will each hold 20% of the equity of Hangzhou Yunbo through equity transfer. The shareholders of the relevant general partner company were changed from Jack Ma and his persons acting in concert to a combination of Ant Group management, employee representatives and founder Jack Ma.</p><p><img src=\"https://static.tigerbbs.com/b57934cbae83ae34ca40e030424ae549\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>The ownership structure of Ant Group before this adjustment (Source: Ant official website)</p><p><img src=\"https://static.tigerbbs.com/b57934cbae83ae34ca40e030424ae549\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>The ownership structure of Ant Group after this adjustment (Source: Ant official website)</p><p>Ant Group stated in the announcement that after the completion of this adjustment, there will no longer be any direct or indirect shareholders single or joint control of Ant Group: \"The voting rights of Ant Group's shares are more transparent and dispersed, which is a further improvement to the corporate governance structure. Optimization will promote the sustained and steady development of Ant Group. This adjustment will not affect the daily operations of Ant Group and its subsidiaries.\"</p><p>In fact, Jack Ma lowered his voting rights in Ant Group, which is to further optimize the corporate governance structure. The founder was so generous that he gave up the actual control of the company, made the voting rights of the shares more transparent and decentralized, and made Ant's decision-making power truly \"transparent\". It is hard not to think that this is a strong boost to the IPO.</p><p><b>There will be more than half of the independent director seats, and the \"Ali flavor\" is weak</b></p><p>The announcement stated that since 2021, Ant Group has continued to improve its corporate governance level. At present, the eight directors on the board of directors include four independent directors, and there are six special committees under it. On this basis, it plans to continue to introduce the fifth independent director to achieve more than half of the independent director seats on the board of directors, while \"Aliwei\" has subtly retreated.</p><p>Since the beginning of this year, the introduction of independent directors has been the focus of ant's management structure adjustment. Independent director system is an important system in modern corporate governance, which is crucial to the transparency of board governance and the use of power.</p><p>On June 1, 2022, the official website of Ant Group updated the information of the board of directors team, and newly hired two women, Yang Xiaolei and Shi Meilun, as independent directors.</p><p>Among the two female independent directors, Shi Meilun attracts more attention. In Hong Kong, Shi Meilun became a top executive of the Hong Kong Securities and Futures Commission as early as the 1990s, and was famous in the financial circles of both places as the \"Iron Lady\". In the mainland, she is the first deputy ministerial cadre hired from Hong Kong since the reform and opening up: the vice chairman of China Securities Regulatory Commission.</p><p>Shi Meilun's latest position is the chairman of the Hong Kong Stock Exchange, and he has changed from the regulatory position of the Hong Kong Securities and Futures Commission to the head of the Hong Kong Stock Exchange. On the one hand, Shi Meilun has been linking the financial and industrial circles of Hong Kong and the mainland, adhering to the strict financial supervision, urging mainland companies to comply with regulations, integrate with the international capital market, go public in Hong Kong, and actively stabilize Hong Kong's status as a financial center. Shi Meilun has said many times that Hong Kong's financial market is a bridge between the mainland and the world. Her vision is highly consistent with the \"meaning\" of Ant's IPO.</p><p>Ant introduced more independent directors to make the board structure more transparent.</p><p>In June 2022, the structure of Ant Group's board of directors changed. In the past, the board of directors of Ant consisted of three executive directors: Jing Xiandong, Hu Xiaoming, and Ni Xingjun, three non-executive directors: Cai Chongxin, Cheng Li, and Jiang Fang, and three independent directors: Hao Quan, Hu Zuliu, and Huang Yiping.</p><p>The new board of directors has two directors: Jing Xiandong and Ni Xingjun, two non-executive directors: Tsai Chongxin and Cheng Li, and four independent directors: Hao Quan, Huang Yiping, Shi Meilun and Yang Xiaolei.</p><p>In the new board of directors, Hu Xiaoming, a partner of Ali who has stepped down as CEO, has also stepped down as executive director, and Jiang Fang, one of the \"Eighteen Arhats\" of Ali's entrepreneurial veterans, has stepped down as non-executive director. Today, relevant management members of Ant Group no longer serve as partners of Alibaba, and their isolation from shareholder Alibaba Group has also been strengthened. \"Ali\" 's subtle retreat in the ant system was interpreted by ants as further improving the transparency and effectiveness of corporate governance.</p><p>In the future, the number of independent directors of Ant will increase from the current 4 to 5, accounting for the majority of the board of directors, which is to amplify the balance and supervision role of independent directors, which is conducive to the board of directors' more independent performance of duties, and also points to the \"transparency\" of the company's decision-making.</p><p>In Ant's management, \"compliance\" has also been further emphasized. In July 2021, Ant announced a new 15-person management team. Compared with the previous 20-person team, CCO (Chief Compliance Officer) Li Chen and Vice President in charge of the Strategic Development Department of Ant Group Yin Ming (former Life Insurance executive), vice president in charge of the big security business group Zhao Wenbiao. The position of chief compliance officer (CCO) simply does not exist in the original team.</p><p>\"Transparency\" and \"compliance\" are important prerequisites for Ant to return to IPO. New ants need more people with \"compliance\" attributes and backgrounds to stand on the board of directors and management to show the outside world a new look of ants.</p><p>In the vicissitudes of life, financial technology, a concept that was once a hot concept in the capital market and entrepreneurship, has now faded. Looking at the whole world, the valuation, financing, and listing of financial technology companies have all become difficult problems.</p><p>In May 2022, a new round of financing for Swedish start-up Klarna Bank AB was cold, and its valuation shrank from US $46 billion a year ago to US $30 billion. U.S. Fintech Affirm Shares Plunge; Bolt, a Silicon Valley unicorn that focuses on payment, online investment advisory and other businesses, was laid off.</p><p>From policy support, endorsement and blessing of countless heavyweight shareholders, hot star companies, and multiple dividends endorsed by the powerful parent company Alibaba, to suspending IPOs overnight, to changing themselves step by step, Ant's fate seems extremely special, but extremely universal: the business world is always turbulent and fickle.</p><p>Ant actively reorganized the board of directors, introduced independent directors, promoted isolation from Alibaba, and even founder Jack Ma gave up actual control, which are all obvious signals: re-establishing the organizational structure can meet the requirements of applying for a financial holding company license? Requirements, does this mean that Ant is ready to restart the IPO?</p><p>The fate of Ant will be one of the most critical regulatory benchmarks in 2023 for the entire Internet industry.</p><p></body></html></p>","source":"36k","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>Focus Analysis | Ants grow up, Ali retreats</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\">\nFocus Analysis | Ants grow up, Ali retreats\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">36氪</strong><span class=\"h-time small\">2023-01-08 08:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Before January 2023, Jack Ma, who seemed to have retired for two years, was still the actual controller of Ant, but history was rewritten at this moment.</p><p>On January 7, the official website of Ant Group issued the \"Announcement on Continuous Improvement of Corporate Governance.\" This announcement has three key points, the most striking of which is that the major shareholders and related beneficiaries of Ant Group intend to adjust the upper structure of Ant Group's shareholders. The core of the adjustment is the change in the voting rights of the major shareholders of Ant Group.</p><p>After the adjustment, the biggest concern is that Jack Ma, Alibaba's lifelong partner and founder, is no longer the actual controller of Ant Group. The ants grow bigger and bigger, and the founders and the old Ali entrepreneurial groups slowly move away.<b>Although Ali is still an important shareholder of Ant, it no longer has the absolute management rights of Ant. Ant and Ali are already two companies in any sense.</b></p><p>In fact, since the suspension of the IPO, Ant Group has been rectifying. During this period, various news continued to spread: on the business side, Alipay was disconnected from Huabei, Jiebei and other financial products; In terms of management structure, more independent directors have been introduced, the management no longer serves as Alibaba partners, and Ant Consumer Finance's capital increase plan has been approved... Everything points to compliance in line with regulatory trends, as well as transparency and transparency of corporate governance. and effectiveness.</p><p>Is Ant's efforts to move towards compliance and transparency step by step paving the way for IPO?</p><p><b>Jack Ma \"retired\"</b></p><p>The core of Ant's adjustment to the shareholder structure this time is the change in the voting rights of major shareholders: from the joint exercise of voting rights of shares by Jack Ma and his concerted parties, to 10 natural persons including Ant Group management, employee representatives and founder Jack Ma, independently exercise voting rights on shares.</p><p>Specifically: Jack Ma and his concerted parties, Jing Xiandong, Hu Xiaoming and Jiang Fang, have signed an agreement to terminate the concerted action relationship at Hangzhou Yunbo level.</p><p><b>What exactly is \"concerted action relationship\"?</b></p><p>According to public information, before today, although Jack Ma, Jing Xiandong, Hu Xiaoming and Jiang Fang held 34%, 22%, 22% and 22% of the shares of Hangzhou Yunbo Investment Consulting Co., Ltd. respectively, according to the company's current articles of association and the \"Concerted Action Agreement\", Jack Ma can actually control the voting results of Yunbo Investment shareholders' meeting and exercise matters related to the shareholders' rights of Ant Group, thereby indirectly controlling the voting rights of 53.46% of Ant Group's shares.</p><p>Senior legal professionals told 36Kr,<b>In essence, concerted action agreement is an agreement to control the rights of various shareholders, and \"concerted action parties\" are usually the proxy holders of shares/equity. Although the equity belongs to them, the control right is in the hands of others</b>。</p><p>In the case of Ant, Alibaba and Ant founder Jack Ma can rely on this agreement to get other share/equity holders to agree to any of their proposals. In short, Jack Ma himself has always been the actual controller of ants.</p><p>After this adjustment, the major shareholders of Ant Group exercise their voting rights independently with each other and have no concerted action relationship. There is no longer any situation where direct or indirect shareholders single or joint control of Ant Group.</p><p>At the same time, Hangzhou Junhan and Hangzhou Junao, the major shareholders of Ant Group, are controlled by the same general partner company (Hangzhou Yunbo) and split into two different general partner companies (Hangzhou Yunbo and Hangzhou Xingtao) respectively control. Jing Xiandong, Shao Xiaofeng, Ni Xingjun, Zhao Ying and Wu Minzhi will each hold 20% of the equity of Hangzhou Yunbo through equity transfer. The shareholders of the relevant general partner company were changed from Jack Ma and his persons acting in concert to a combination of Ant Group management, employee representatives and founder Jack Ma.</p><p><img src=\"https://static.tigerbbs.com/b57934cbae83ae34ca40e030424ae549\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>The ownership structure of Ant Group before this adjustment (Source: Ant official website)</p><p><img src=\"https://static.tigerbbs.com/b57934cbae83ae34ca40e030424ae549\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>The ownership structure of Ant Group after this adjustment (Source: Ant official website)</p><p>Ant Group stated in the announcement that after the completion of this adjustment, there will no longer be any direct or indirect shareholders single or joint control of Ant Group: \"The voting rights of Ant Group's shares are more transparent and dispersed, which is a further improvement to the corporate governance structure. Optimization will promote the sustained and steady development of Ant Group. This adjustment will not affect the daily operations of Ant Group and its subsidiaries.\"</p><p>In fact, Jack Ma lowered his voting rights in Ant Group, which is to further optimize the corporate governance structure. The founder was so generous that he gave up the actual control of the company, made the voting rights of the shares more transparent and decentralized, and made Ant's decision-making power truly \"transparent\". It is hard not to think that this is a strong boost to the IPO.</p><p><b>There will be more than half of the independent director seats, and the \"Ali flavor\" is weak</b></p><p>The announcement stated that since 2021, Ant Group has continued to improve its corporate governance level. At present, the eight directors on the board of directors include four independent directors, and there are six special committees under it. On this basis, it plans to continue to introduce the fifth independent director to achieve more than half of the independent director seats on the board of directors, while \"Aliwei\" has subtly retreated.</p><p>Since the beginning of this year, the introduction of independent directors has been the focus of ant's management structure adjustment. Independent director system is an important system in modern corporate governance, which is crucial to the transparency of board governance and the use of power.</p><p>On June 1, 2022, the official website of Ant Group updated the information of the board of directors team, and newly hired two women, Yang Xiaolei and Shi Meilun, as independent directors.</p><p>Among the two female independent directors, Shi Meilun attracts more attention. In Hong Kong, Shi Meilun became a top executive of the Hong Kong Securities and Futures Commission as early as the 1990s, and was famous in the financial circles of both places as the \"Iron Lady\". In the mainland, she is the first deputy ministerial cadre hired from Hong Kong since the reform and opening up: the vice chairman of China Securities Regulatory Commission.</p><p>Shi Meilun's latest position is the chairman of the Hong Kong Stock Exchange, and he has changed from the regulatory position of the Hong Kong Securities and Futures Commission to the head of the Hong Kong Stock Exchange. On the one hand, Shi Meilun has been linking the financial and industrial circles of Hong Kong and the mainland, adhering to the strict financial supervision, urging mainland companies to comply with regulations, integrate with the international capital market, go public in Hong Kong, and actively stabilize Hong Kong's status as a financial center. Shi Meilun has said many times that Hong Kong's financial market is a bridge between the mainland and the world. Her vision is highly consistent with the \"meaning\" of Ant's IPO.</p><p>Ant introduced more independent directors to make the board structure more transparent.</p><p>In June 2022, the structure of Ant Group's board of directors changed. In the past, the board of directors of Ant consisted of three executive directors: Jing Xiandong, Hu Xiaoming, and Ni Xingjun, three non-executive directors: Cai Chongxin, Cheng Li, and Jiang Fang, and three independent directors: Hao Quan, Hu Zuliu, and Huang Yiping.</p><p>The new board of directors has two directors: Jing Xiandong and Ni Xingjun, two non-executive directors: Tsai Chongxin and Cheng Li, and four independent directors: Hao Quan, Huang Yiping, Shi Meilun and Yang Xiaolei.</p><p>In the new board of directors, Hu Xiaoming, a partner of Ali who has stepped down as CEO, has also stepped down as executive director, and Jiang Fang, one of the \"Eighteen Arhats\" of Ali's entrepreneurial veterans, has stepped down as non-executive director. Today, relevant management members of Ant Group no longer serve as partners of Alibaba, and their isolation from shareholder Alibaba Group has also been strengthened. \"Ali\" 's subtle retreat in the ant system was interpreted by ants as further improving the transparency and effectiveness of corporate governance.</p><p>In the future, the number of independent directors of Ant will increase from the current 4 to 5, accounting for the majority of the board of directors, which is to amplify the balance and supervision role of independent directors, which is conducive to the board of directors' more independent performance of duties, and also points to the \"transparency\" of the company's decision-making.</p><p>In Ant's management, \"compliance\" has also been further emphasized. In July 2021, Ant announced a new 15-person management team. Compared with the previous 20-person team, CCO (Chief Compliance Officer) Li Chen and Vice President in charge of the Strategic Development Department of Ant Group Yin Ming (former Life Insurance executive), vice president in charge of the big security business group Zhao Wenbiao. The position of chief compliance officer (CCO) simply does not exist in the original team.</p><p>\"Transparency\" and \"compliance\" are important prerequisites for Ant to return to IPO. New ants need more people with \"compliance\" attributes and backgrounds to stand on the board of directors and management to show the outside world a new look of ants.</p><p>In the vicissitudes of life, financial technology, a concept that was once a hot concept in the capital market and entrepreneurship, has now faded. Looking at the whole world, the valuation, financing, and listing of financial technology companies have all become difficult problems.</p><p>In May 2022, a new round of financing for Swedish start-up Klarna Bank AB was cold, and its valuation shrank from US $46 billion a year ago to US $30 billion. U.S. Fintech Affirm Shares Plunge; Bolt, a Silicon Valley unicorn that focuses on payment, online investment advisory and other businesses, was laid off.</p><p>From policy support, endorsement and blessing of countless heavyweight shareholders, hot star companies, and multiple dividends endorsed by the powerful parent company Alibaba, to suspending IPOs overnight, to changing themselves step by step, Ant's fate seems extremely special, but extremely universal: the business world is always turbulent and fickle.</p><p>Ant actively reorganized the board of directors, introduced independent directors, promoted isolation from Alibaba, and even founder Jack Ma gave up actual control, which are all obvious signals: re-establishing the organizational structure can meet the requirements of applying for a financial holding company license? Requirements, does this mean that Ant is ready to restart the IPO?</p><p>The fate of Ant will be one of the most critical regulatory benchmarks in 2023 for the entire Internet industry.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://36kr.com/p/2077901427986437\">36氪</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed47e720e2c8ac868f5b3114fdde0f64","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://36kr.com/p/2077901427986437","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183808598","content_text":"在2023年1月之前，看似退隐江湖2年的马云都还是蚂蚁的实际控制人，但是历史在这一刻改写。1月7日，蚂蚁集团官网发布《关于持续完善公司治理的公告》。这份公告有3个重点，其中最引人注目的一个，就是蚂蚁集团主要股东及相关受益人拟对蚂蚁集团股东上层结构进行调整，调整的核心是蚂蚁集团主要股东投票权的变化。调整之后最重磅的关注点，莫过于阿里终身合伙人、创始人马云，不再是蚂蚁集团的实际控制人。蚂蚁越长越大，创始人和老阿里创业天团们的身影慢慢走远。阿里虽然依然是蚂蚁的重要股东，却不再拥有蚂蚁的绝对管理权，蚂蚁和阿里，在任何意义上都已经是两家公司。实际上，中止IPO以来，蚂蚁集团一直在整改，期间不断传出的各种消息：业务侧，断开支付宝与花呗、借呗与其他金融产品的连接；管理结构上，引入更多独立董事，管理层不再担任阿里巴巴合伙人，蚂蚁消金增资方案获批……桩桩件件都指向了符合监管风向的合规性，以及公司治理的透明度和有效性。蚂蚁这样努力得一步一步走向合规、透明，是否是为IPO铺路？马云“退隐”蚂蚁本次对股东结构调整的核心，是主要股东投票权的变化：从马云及其一致行动人共同行使股份表决权，到包括蚂蚁集团管理层、员工代表和创始人马云在内的10名自然人，分别独立行使股份表决权。具体而言：马云及其一致行动人井贤栋、胡晓明及蒋芳已签署协议，终止在杭州云铂层面的一致行动关系。“一致行动关系”究竟是什么？公开资料显示，在今天之前，虽然马云、井贤栋、胡晓明及蒋芳分别持有杭州云铂投资咨询有限公司34%、22%、22%及22%的股权，但根据该公司的现行章程及《一致行动协议》，马云能够实际支配云铂投资股东会、行使蚂蚁集团股东权利相关事项的表决结果，进而间接控制蚂蚁集团53.46%股份的表决权。资深法律界人士告诉36氪，本质上，一致行动协议就是协议控制各项股东权利，而“一致行动人”通常都是股份/股权的代持人，股权虽然属于他们，但是控制权在他人手里。放在蚂蚁的案例中，阿里和蚂蚁创始人马云，可以凭借这个协议，让其他股份/股权代持人同意自己的任何提议。简言之，一直以来，马云本人就是蚂蚁的实际控制人。而此次调整之后，蚂蚁集团各主要股东彼此独立行使股份表决权且无一致行动关系，不再存在任何直接或间接股东单一或共同控制蚂蚁集团的情形。同时，蚂蚁集团的主要股东杭州君瀚和杭州君澳由受同一家普通合伙人企业（杭州云铂）控制，分拆为受两家不同普通合伙人企业（杭州云铂和杭州星滔）分别控制。井贤栋、邵晓锋、倪行军、赵颖、吴敏芝将通过股权转让分别持有杭州云铂20%的股权。相关普通合伙人公司股东由马云及其一致行动人，变更为蚂蚁集团管理层、员工代表和创始人马云的组合。本次调整前蚂蚁集团股权结构（图片来源：蚂蚁官网）本次调整后蚂蚁集团股权结构（图片来源：蚂蚁官网）蚂蚁集团在公告中称，在此次调整完成后，不再存在任何直接或间接股东单一或共同控制蚂蚁集团的情形：“蚂蚁集团的股份表决权更加透明且分散，这是对公司治理结构的进一步优化，将对蚂蚁集团的持续稳健发展起到促进作用。本次调整不会对蚂蚁集团及下属公司的日常经营造成影响。”实际上，马云降低了他在蚂蚁集团的投票权，就是在推动公司治理结构进一步优化。而创始人如此大度，放弃了公司实际控制权，让股份的表决权更加透明、分散，让蚂蚁的决策权真正“透明”，很难不让人认为，这是对IPO的大力助推。独立董事席位将过半，“阿里味”弱了这次的公告称，自2021年以来，蚂蚁集团持续提升公司治理水平，目前董事会8名董事中包含四名独立董事，下设六个专门委员会。在此基础上，其计划继续引入第5名独立董事，实现董事会中独立董事席位过半数，而“阿里味”则微妙后退。今年以来，引入独立董事，就是蚂蚁管理结构调整的重点。独立董事制度，就是现代公司治理中的重要制度，对董事会治理的透明度、权力的使用，至关重要。2022年，6月1日，蚂蚁集团官网更新董事会团队信息，新聘杨小蕾、史美伦两名女性担任独立董事。两位女性独立董事中，史美伦更引人关注。于香港，史美伦早在上世纪90年代就跻身香港证监会高层，以“铁娘子”之名闻名两地金融界。于内地，她是改革开放以来从香港聘请的第一位副部级干部：中国证监会副主席。史美伦最新的职务是港交所主席，由任职香港证监会的监管立场，转变为港交所的负责人。令一方面，史美伦一直在链接香港和内地金融、实业界，坚持金融监管的严厉，力促内地公司合规、和国际资本市场接轨，赴港上市，也积极稳固香港金融中心的地位。史美伦曾多次说过：香港金融市场是连接内地与世界的桥梁。她的愿景和蚂蚁IPO的“意义”高度一致。蚂蚁引入更多的独立董事，是为了让董事会结构更加透明。2022年6月，蚂蚁集团董事会架构发生变化。过去蚂蚁董事会组成为：三位执行董事：井贤栋、胡晓明、倪行军，三位非执行董事：蔡崇信、程立、蒋芳，三位独立董事：郝荃、胡祖六、黄益平。新董事会改为两位董事：井贤栋、倪行军，两位非执行董事：蔡崇信、程立，四位独立董事：郝荃、黄益平、史美伦、杨小蕾。新董事会中，已卸任CEO的阿里合伙人胡晓明也卸任了执行董事，阿里创业元老“十八罗汉”之一的蒋芳卸任了非执行董事。如今，蚂蚁集团相关管理层成员不再担任阿里巴巴合伙人，与股东阿里巴巴集团的隔离也被强化。“阿里”在蚂蚁体系中微妙的后退，被蚂蚁解释为：进一步提升公司治理的透明度和有效性。未来，蚂蚁独立董事从现在的4人上升到5人，在董事会中占多数，是在放大独立董事平衡和监督的作用，有利于董事会更独立地履职，也指向公司决策的“透明”。蚂蚁管理层中，“合规”也被进一步强调。2021年7月，蚂蚁公布了新的15人管理团队，相较过去的20人团队，新增了CCO（首席合规官）李臣、负责蚂蚁集团战略发展部的副总裁尹铭（前人寿高管）、负责大安全事业群的副总裁赵闻飙。而首席合规官（CCO）这个职位，在原有团队中根本不存在。“透明”、“合规”，都是蚂蚁重回IPO之路的重要的前提。新蚂蚁，需要更多有“合规”属性和背景的人站在董事会和管理层里，向外界展示蚂蚁全新的面貌。沧海桑田，金融科技，这个曾经在资本市场和创业领域炙手可热的概念，如今，却黯淡下去放眼整个世界，金融科技公司们的估值、融资、上市，都成了难题。2022年5月，瑞典初创企业Klarna Bank AB新一轮融资遇冷，估值从一年前的460亿美元缩水至300亿美元。美国金融科技公司Affirm股价暴跌；专注支付、在线投顾等业务的硅谷独角兽Bolt则被爆裁员。从政策支持，有无数重量级股东背书加持，炙手可热，还有强大母公司阿里巴巴背书的多重红利加身的明星公司，到一夜之间中止IPO，再到一步步改变自己，蚂蚁的命运似乎极其特殊，却又极其普世：商业世界永远云谲波诡，变幻无常。而蚂蚁积极改组董事会，引入独立董事、推进与阿里巴巴的隔离，乃至创始人马云都放弃了实际控制权，都是明显的信号：重新建立组织结构，是否就可以满足申请金融控股公司牌照的要求，这是否意味着蚂蚁准备重启IPO？蚂蚁的命运，对整个互联网行业而言，将是2023最关键的监管风向标之一。","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":4182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967418828,"gmtCreate":1670369906365,"gmtModify":1676538352642,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583571794110805","authorIdStr":"3583571794110805"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967418828","repostId":"1142835042","repostType":4,"repost":{"id":"1142835042","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":1670311357,"share":"https://ttm.financial/m/news/1142835042?lang=en_US&edition=fundamental","pubTime":"2022-12-06 15:22","market":"us","language":"zh","title":"Large option order | The \"opportunity\" to fall out? Call options \"bargain-hunting\" SAIFTSE and Amazon!","url":"https://stock-news.laohu8.com/highlight/detail?id=1142835042","media":"老虎资讯综合","summary":"摘要：12月5日（周一）期权市场总成交量达37,081,256张合约，其中，看涨期权占比55%；部分看涨期权“狙击”下跌股，赛富时、亚马逊能否开启“反弹模式”？一、市场概览美东时间12月5日（周一），","content":"<p><html><head></head><body><b>Summary: On December 5 (Monday), the total trading volume of the options market reached 37,081,256 contracts, of which call options accounted for 55%; Some call options \"snipe\" falling stocks,<a href=\"https://laohu8.com/S/CRM\">SAIFTS</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Can the \"rebound mode\" be turned on?</b><b>Market Overview</b></p><p>On December 5 (Monday), Eastern Time, U.S. stocks closed lower on Monday, with the Nasdaq index falling 1.93%, the S&P 500 index falling 1.79%, and the Dow Jones index falling 1.4%. Among them, the Nasdaq and the S&P 500 index both hit their largest one-day declines since November 10.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, Amazon,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Large technology stocks fell across the board, and most popular Chinese concept stocks fell.<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Fell more than 5%.</p><p>The total trading volume of the options market reached 37,081,256 contracts, of which call options accounted for 55%.</p><p>S&P Index ETF-SPY options traded 9.117 million contracts, of which put options accounted for 52%.</p><p><b>2. Total option transaction volume TOP10</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d6f63ae2b0914319a2aeff02053f368\" tg-width=\"828\" tg-height=\"1418\" width=\"100%\" height=\"auto\"/><span>Data source: Tiger International App</span></p><p><b><a href=\"https://laohu8.com/S/SPY\">S&P Index ETF</a></b>It is still the first choice for investors, with 9.117 million options contracts traded. Put options are higher than call options, accounting for 52%;</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95ad1a9adb6cb5eea542efb6f2a46801\" tg-width=\"1575\" tg-height=\"475\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></b>It fell more than 6% on Monday to $182.95. News: On December 5, it was reported that due to insufficient demand,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The Shanghai factory will actively reduce production by 20%. In response, relevant people from Tesla China responded that they called it \"false information.\"</p><p>1.6 million Tesla options contracts were traded, and call options accounted for 56% of all options transactions. Volume was particularly high for the $190 call option expiring December 9, 2022, with 80,640 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e1a9f4a6854b8fe35c9eee39a623d68\" tg-width=\"1607\" tg-height=\"337\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Amazon</b>It fell more than 3% on Monday to $91.01. 866,200 options contracts were traded, and call options accounted for 62% of all options transactions. Volume was particularly high for the $95 call option with a strike price expiration on December 9, 2022, with 40,856 contracts traded.<span style=\"color:rgba(99,19,12,1);\"><b>This means that in the options market, investors are beginning to \"bet\" that it will rebound this week.</b></span></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5527b3d7b983107bc6b49a80f381f9a0\" tg-width=\"1602\" tg-height=\"326\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>3. Observation of changes</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c452a2fad4ec4162c073b4e870c59c3\" tg-width=\"1788\" tg-height=\"416\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Tilray</b>It rose more than 2% on Monday to $4.68. Volume was particularly high for the $5 call option with a strike price expiration on December 9, 2022, with 25,679 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/779a07df2cf673cfd903a074ebdc8b03\" tg-width=\"1598\" tg-height=\"332\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p>Executives leave one after another,<b>SAIFTS</b>It fell more than 7% on Monday to $133.93. In the news: SAIFTSE encountered another high-level change on Monday. Stuart Butterfield, founder and CEO of the company's messaging app Slack, announced that he would leave the company next month, along with Slack's executives in charge of products, marketing and brands. Just last week, Salesforce co-CEO Brent Taylor also announced that he would leave the company next month, but Butterfield said his departure had nothing to do with Taylor.</p><p><b>SAIFTS</b>Volume was particularly high for the $150 call option with a strike price expiring on December 9, 2022, with 29,892 contracts traded.<span style=\"color:rgba(78,16,11,1);\"><b>This means that in the options market, investors are beginning to \"bet\" that it will rebound this week.</b></span></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfe106e175ba5e77ac16069d6d8e2720\" tg-width=\"1599\" tg-height=\"329\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a></b>It opened higher and moved lower on Monday, with particularly high volume on its December 9, 2022, expiring $11 put option with 18,395 contracts.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74282117712dc605154c24cb61ea975a\" tg-width=\"1604\" tg-height=\"327\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/BA\">boeing</a></b>It rose 1.22% to $185.10 on Monday. Volume was particularly high for the $190 call option expiring December 9, 2022, with 19,735 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02f7a8971c94688a6d057d906d896136\" tg-width=\"1601\" tg-height=\"329\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></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>Large option order | The \"opportunity\" to fall out? Call options \"bargain-hunting\" SAIFTSE and Amazon!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLarge option order | The \"opportunity\" to fall out? Call options \"bargain-hunting\" SAIFTSE and Amazon!\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-12-06 15:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary: On December 5 (Monday), the total trading volume of the options market reached 37,081,256 contracts, of which call options accounted for 55%; Some call options \"snipe\" falling stocks,<a href=\"https://laohu8.com/S/CRM\">SAIFTS</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Can the \"rebound mode\" be turned on?</b><b>Market Overview</b></p><p>On December 5 (Monday), Eastern Time, U.S. stocks closed lower on Monday, with the Nasdaq index falling 1.93%, the S&P 500 index falling 1.79%, and the Dow Jones index falling 1.4%. Among them, the Nasdaq and the S&P 500 index both hit their largest one-day declines since November 10.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, Amazon,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Large technology stocks fell across the board, and most popular Chinese concept stocks fell.<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Fell more than 5%.</p><p>The total trading volume of the options market reached 37,081,256 contracts, of which call options accounted for 55%.</p><p>S&P Index ETF-SPY options traded 9.117 million contracts, of which put options accounted for 52%.</p><p><b>2. Total option transaction volume TOP10</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d6f63ae2b0914319a2aeff02053f368\" tg-width=\"828\" tg-height=\"1418\" width=\"100%\" height=\"auto\"/><span>Data source: Tiger International App</span></p><p><b><a href=\"https://laohu8.com/S/SPY\">S&P Index ETF</a></b>It is still the first choice for investors, with 9.117 million options contracts traded. Put options are higher than call options, accounting for 52%;</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95ad1a9adb6cb5eea542efb6f2a46801\" tg-width=\"1575\" tg-height=\"475\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></b>It fell more than 6% on Monday to $182.95. News: On December 5, it was reported that due to insufficient demand,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The Shanghai factory will actively reduce production by 20%. In response, relevant people from Tesla China responded that they called it \"false information.\"</p><p>1.6 million Tesla options contracts were traded, and call options accounted for 56% of all options transactions. Volume was particularly high for the $190 call option expiring December 9, 2022, with 80,640 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e1a9f4a6854b8fe35c9eee39a623d68\" tg-width=\"1607\" tg-height=\"337\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Amazon</b>It fell more than 3% on Monday to $91.01. 866,200 options contracts were traded, and call options accounted for 62% of all options transactions. Volume was particularly high for the $95 call option with a strike price expiration on December 9, 2022, with 40,856 contracts traded.<span style=\"color:rgba(99,19,12,1);\"><b>This means that in the options market, investors are beginning to \"bet\" that it will rebound this week.</b></span></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5527b3d7b983107bc6b49a80f381f9a0\" tg-width=\"1602\" tg-height=\"326\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>3. Observation of changes</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c452a2fad4ec4162c073b4e870c59c3\" tg-width=\"1788\" tg-height=\"416\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b>Tilray</b>It rose more than 2% on Monday to $4.68. Volume was particularly high for the $5 call option with a strike price expiration on December 9, 2022, with 25,679 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/779a07df2cf673cfd903a074ebdc8b03\" tg-width=\"1598\" tg-height=\"332\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p>Executives leave one after another,<b>SAIFTS</b>It fell more than 7% on Monday to $133.93. In the news: SAIFTSE encountered another high-level change on Monday. Stuart Butterfield, founder and CEO of the company's messaging app Slack, announced that he would leave the company next month, along with Slack's executives in charge of products, marketing and brands. Just last week, Salesforce co-CEO Brent Taylor also announced that he would leave the company next month, but Butterfield said his departure had nothing to do with Taylor.</p><p><b>SAIFTS</b>Volume was particularly high for the $150 call option with a strike price expiring on December 9, 2022, with 29,892 contracts traded.<span style=\"color:rgba(78,16,11,1);\"><b>This means that in the options market, investors are beginning to \"bet\" that it will rebound this week.</b></span></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfe106e175ba5e77ac16069d6d8e2720\" tg-width=\"1599\" tg-height=\"329\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a></b>It opened higher and moved lower on Monday, with particularly high volume on its December 9, 2022, expiring $11 put option with 18,395 contracts.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74282117712dc605154c24cb61ea975a\" tg-width=\"1604\" tg-height=\"327\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/BA\">boeing</a></b>It rose 1.22% to $185.10 on Monday. Volume was particularly high for the $190 call option expiring December 9, 2022, with 19,735 contracts traded.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02f7a8971c94688a6d057d906d896136\" tg-width=\"1601\" tg-height=\"329\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"BK4548":"巴美列捷福持仓","QQQ":"纳指100ETF","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","AMZN":"亚马逊","TSLA":"特斯拉","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4524":"宅经济概念","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","SPY":"标普500ETF","BK4527":"明星科技股","TLRY":"Tilray Inc.","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","CRM":"赛富时","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BA":"波音","BK4505":"高瓴资本持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","XPEV":"小鹏汽车","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142835042","content_text":"摘要：12月5日（周一）期权市场总成交量达37,081,256张合约，其中，看涨期权占比55%；部分看涨期权“狙击”下跌股，赛富时、亚马逊能否开启“反弹模式”？一、市场概览美东时间12月5日（周一），美股周一收跌，纳斯达克指数跌1.93%，标普500指数跌1.79%，道琼斯指数跌1.4%。其中，纳指、标普500指数均创11月10日以来最大单日跌幅。特斯拉、亚马逊、奈飞等大型科技股全线走低，热门中概股多数下跌，爱奇艺跌超5%。期权市场总成交量达37,081,256张合约，其中，看涨期权占比55%。标普指数ETF-SPY期权成交911.7万张合约，其中，看跌期权占比52%。二、期权成交总量TOP10数据来源：老虎国际App标普指数ETF仍是投资者首选，期权成交911.7万张合约。看跌期权高于看涨期权，占比52%；数据来源：Market Chameleon特斯拉周一跌超6%，报182.95美元。消息方面：12月5日，有消息称由于需求不足，特斯拉上海工厂将主动减产20%。对此，特斯拉中国有关人士回应称之为“不实信息”。特斯拉期权合约成交160万张，看涨期权占全部期权交易的56%。2022年12月9日到期行权价为190美元看涨期权的成交量特别高，成交量为80,640张。数据来源：Market Chameleon亚马逊周一跌超3%，报91.01美元。期权合约成交86.62万张，看涨期权占全部期权交易的62%。2022年12月9日到期行权价为95美元看涨期权的成交量特别高，成交量为40,856张。这意味着在期权市场中，投资者开始“押注”其本周将有反弹动作。数据来源：Market Chameleon三、异动观察数据来源：Market ChameleonTilray周一涨超2%，报4.68美元。2022年12月9日到期行权价为5美元看涨期权的成交量特别高，成交量为25,679张。数据来源：Market Chameleon高管接二连三离职，赛富时周一跌超7%，报133.93美元。消息方面：赛富时周一又遇高层变动。公司旗下通讯应用Slack创始人兼CEO斯图亚特·巴特菲尔德宣布将于下个月离开公司，同时Slack分管产品、市场和品牌的高管也将一起离职。就在上周，Salesforce的联席CEO 布伦特·泰勒也宣布将在下个月离开公司，不过巴特菲尔德表示自己的离开与泰勒没有关系。赛富时2022年12月9日到期行权价为150美元看涨期权的成交量特别高，成交量为29,892张。这意味着在期权市场中，投资者开始“押注”其本周将有反弹动作。数据来源：Market Chameleon小鹏汽车周一高开低走，其2022年12月9日到期行权价为11美元看跌期权的成交量特别高，成交量为18,395张。数据来源：Market Chameleon波音周一上涨1.22%，报185.10美元。2022年12月9日到期行权价为190美元看涨期权的成交量特别高，成交量为19,735张。数据来源：Market Chameleon","news_type":1,"symbols_score_info":{"SPY":0.9,"TLRY":0.9,"TSLA":0.9,"BA":0.9,"CRM":0.9,"QQQ":0.9,"AMZN":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":3953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968111155,"gmtCreate":1669160448878,"gmtModify":1676538159200,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583571794110805","authorIdStr":"3583571794110805"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968111155","repostId":"1108035622","repostType":4,"repost":{"id":"1108035622","kind":"news","weMediaInfo":{"introduction":"港股挖掘机将每天为您推送最具价值的港股、美股、A股投资资讯！第一时间把握全球政策动向，先人一步了解主流资金流向，监测主力行踪，解读公司公告，追踪活跃个股，让您畅享投资财富盛宴!","home_visible":1,"media_name":"智通财经APP","id":"12","head_image":"https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab"},"pubTimestamp":1669128253,"share":"https://ttm.financial/m/news/1108035622?lang=en_US&edition=fundamental","pubTime":"2022-11-22 22:44","market":"us","language":"zh","title":"Pessimistic expectations have been digested! A good opportunity on the left side of chip stocks is coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1108035622","media":"智通财经APP","summary":"历史数据显示市场往往提前半年左右开始定价，正好对应今年第三季度末，这或许是“股神”瞅准时机建仓的重要原因。在上周，“股神”巴菲特旗下伯克希尔哈撒韦公布的最新13F持仓报告显示，该机构在第三季度新建仓芯","content":"<p><html><head></head><body>Historical data shows that the market often starts pricing about half a year in advance, which coincides with the end of the third quarter of this year. This may be an important reason why the \"stock god\" sees the right time to open positions. Last week, \"Stock God\" Buffett<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>The latest 13F position report released by Hathaway shows that the agency opened new positions in chip manufacturing giants in the third quarter<a href=\"https://laohu8.com/S/TSM\">TSMC</a>, a total of about 60.06 million shares, with a market value of US $4.1 billion, accounting for 1.39% of the investment portfolio, ranking tenth among the stock gods' heavyweight stocks.</p><p>After the release of Berkshire Hathaway's 13F position report, TSMC rose by more than 10% as of yesterday. In the eyes of market observers, if this new position is led by Buffett personally, then the most important reason for his position in TSMC may lie in the following two points: one is to control pricing power, and the other is the company's ability to control costs. As a global chip TSMC, a well-deserved leader in manufacturing, undoubtedly meets these two business characteristics. At the same time, these two points are also important criteria for \"stock gods\" to choose stock targets for many years.</p><p>Focusing on the broader U.S. chip sector, some analysts believe that the Philadelphia Semiconductor Index, which can be called the \"global chip stock benchmark\", has been priced, and even overpriced the pessimistic expectations of the macro and industry. Therefore, as long as there is good news, an oversold rebound is possible at any time. May happen. This index covers<a href=\"https://laohu8.com/S/ASML\">ASML</a>, TSMC,<a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>And<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The trend of top companies in the upper, middle and lower reaches of the global chip industry can basically reflect the financial market's confidence and valuation of global chip stocks.</p><p>Compared with the S&P 500 Index, the U.S. stock market, the Philadelphia Semiconductor Index, which covers the world's top chip companies, is much more cyclical than the S&P 500 Index. The magnitude of the decline far exceeds that of the broader market in the same period.</p><p><img src=\"https://static.tigerbbs.com/f8fa4a909451810274c6a25682db4233\" tg-width=\"1359\" tg-height=\"502\" referrerpolicy=\"no-referrer\"/></p><p>Zhitong Finance APP noticed that since this year, the Philadelphia Semiconductor Index has fallen by as much as 33%, among which the three giants of PC chips:<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>And<a href=\"https://laohu8.com/S/INTC\">Intel</a>Both fell nearly 50%. However, since the periodic low on October 13, the Philadelphia Semiconductor Index has rebounded by more than 23%, mainly driven by the rebound wave started by the cooling of inflation expectations in November. Among them, constituent stocks such as Nvidia have also performed relatively well.</p><p>Most investors agree with the above view: that is, the Philadelphia Semiconductor Index has priced in, even overpriced, pessimistic expectations-valuation collapses caused by the Fed's aggressive rate hike and high inflation, shrinking industry demand, and surging inventories.</p><p>However, more importantly, the fundamentals of the chip industry may usher in a major turning point next year. Historical data shows that the stock market tends to price the fundamentals at least half a year in advance. Perhaps this is also the important reason why the \"stock god\" sees the right time to buy TSMC. One of the reasons.</p><p><b>The top of inventory is gradually taking shape, and the recovery cycle is expected to start in the second half of 2023</b></p><p><b>After analyzing the inventory outlook and market expectation data, this article concludes that the chip industry is expected to start the passive destocking mode in Q3 of 2023, and 23Q4 is expected to shift from passive destocking to active replenishment to achieve both volume and price increases, another round of industry prosperity. The upward trend will start.</b></p><p><b>According to the model calculated in this article, 2023Q2 is the time when the pace of passive destocking slows down marginally. Historical data shows that the market often starts pricing half a year in advance, which coincides with the end of the third quarter of this year. This may be the reason why the \"stock god\" sees the right time to open positions. important reason. Therefore, for some investors who focus on ambush layout in advance, this can be said to be the time when the marginal recovery effect begins to appear, that is, a good time to buy bottoms.</b></p><p>The global chip industry inventory expectation index previously released by market research institutions shows that industry inventory will reach a phased high level in Q4 2022, corresponding to the active destocking stage in the inventory cycle. At this stage, inventory often reaches its peak and then begins to shrink.</p><p><img src=\"https://static.tigerbbs.com/8179f4425b8b798a75fae9c942c34b5e\" tg-width=\"850\" tg-height=\"489\" referrerpolicy=\"no-referrer\"/></p><p>Combined with the semiconductor inventory level announced by Statistics Korea, it is more obvious that the inventory is on an upward trend in Q3. The Q4 data has not yet been released, but it is expected to form an inventory arc top. Korean owned<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>, SK Hynix are the two global chip production leaders, and the country's economic development model is mainly export-based, so Korean chip product inventory can reflect the global chip inventory trend.</p><p><img src=\"https://static.tigerbbs.com/5bfbb16476cf1607be633c29df196bec\" tg-width=\"568\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>So when will the inventory inflection point appear? As the leader in chip manufacturing, TSMC is interested in top chip companies in the Fabless model (such as AMD, Nvidia and Qualcomm, etc.), as well as consumer electronics companies that outsource production, such as<a href=\"https://laohu8.com/S/AAPL\">Apple</a>When the company's inventory level is well known, TSMC's outlook for product inventory can basically reflect the trend of product inventory in the entire chip industry, and historical data has proved this point many times.</p><p>TSMC's management predicted on the Q3 earnings call that chip industry inventories could peak as early as the third quarter of this year, or they could peak or begin to decrease in the fourth quarter, which will cause some pain to the entire supply chain. On top of that, management believes that the active adjustment period of product inventories will end in the first half of 2023.</p><p>Wall Street's outlook for industry inventories is almost the same as TSMC's. Wall Street<a href=\"https://laohu8.com/S/FISI\">Financial institution</a><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>It is expected that the second half of 2023 will be an important time point for semiconductors to start the recovery cycle. \"We expect the semiconductor cycle to start a recovery in the second half of 2023 and recommend buying high-quality stocks on dips now. Among them, TSMC is our top pick,\" the agency said in a note released in October. And described TSMC as a \"enabler of future technologies.\"</p><p>The agency also predicts that the worst time point in the industry's inventory cycle will occur as early as the fourth quarter of this year and as late as the first quarter of next year, and stock prices tend to bottom out before the inflection point in the inventory cycle.</p><p><b>Through the recent recovery cycle of review's chip industry, it is found that it generally takes about 6 quarters from active destocking to active inventory replenishment. Combining the above data, this article's outlook for chip product inventory is as follows: Passive destocking will start in Q3 of 2023, and 23Q4 is expected to shift from passive destocking to active replenishment, and another round of upward trend in industry prosperity will begin.</b></p><p><img src=\"https://static.tigerbbs.com/1fadf15b6ce70201073cf20003762393\" tg-width=\"554\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p><b>Good news is coming, pessimistic expectations are gradually digested, and the market is pricing the fundamental inflection point in advance</b></p><p><b>According to the forecast data of many authoritative organizations, the prosperity of the chip industry is expected to continue in 2023, but unlike the industry prosperity triggered by PC equipment in the context of the outbreak of COVID-19 pandemic in the first half of 2021-2022, next year, especially the second half of next year, will be dominated by the automotive industry. Industry prosperity dominated by enterprise server demand.<a href=\"https://laohu8.com/S/F\">Ford</a>、<a href=\"https://laohu8.com/S/GM\">General Motors</a>, including ambitious electric vehicle transformation plans of traditional automakers such as Volkswagen and BMW, will also support the sales prospects of automotive chips such as analog chips and MCUs.</b></p><p><b>Through analysis, this article concludes that the second half of 2023 may be the time when the fundamentals of the chip industry start a new round of substantial recovery. However, the easing of inflation expectations in the United States, coupled with Buffett's latest position announcement of a new position in TSMC, catalyzed market sentiment and the rebound trend of the Philadelphia Semiconductor Index, making the upward trend of the overall industry stock price that should have started at the end of the year or early next year start ahead of schedule. At present, the pessimistic expectations of the market are gradually being digested-specifically, the market has basically digested the pessimistic scenario from Q3 to Q1 next year. Analysts' optimism about the industry has shown a marginal warming, and the market has priced the fundamental inflection point of the industry in advance.</b></p><p>Chips are an important underlying hardware for all walks of life around the world to transform to digital and intelligent business models in the future, and for mankind to realize the Internet of Everything scenario in the future. Therefore, the overall demand for chips is difficult to shrink sharply in the future. According to the forecast data of a number of authoritative market research institutions, the overall market size growth rate of the entire industry in 2023 may be difficult to reach the high growth level in 2022, but it will still be in a positive growth and prosperity situation. Market research organization IDC predicts that the chip market size including the memory chip field and IDM + Fabless manufacturers will grow by approximately 6% in 2023 compared with 2022.</p><p><img src=\"https://static.tigerbbs.com/1ab0116078ae97530e366195a3396fa4\" tg-width=\"778\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>According to the latest 2023 industry outlook data released by the World Organization for Semiconductor Trade Statistics (WSTS), the global semiconductor market size is expected to grow by 13.9% in 2022 and another 4.6% in 2023. Among them, the main growth areas are concentrated in analog chips, logic chips and MCU chips. The largest contributors to these markets have been concentrated in automobile manufacturers in recent years, while the growth rate of memory chips, mainly concentrated in consumer electronics fields such as PCs, has slowed down sharply.</p><p><img src=\"https://static.tigerbbs.com/53cd853257d720ff2690ae0f3997148d\" tg-width=\"635\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/></p><p>This is consistent with the expectations of most institutions, that is, the main areas that will drive the recovery of the chip industry in 2023 will be the demand for automotive chips and enterprise chips. In a high interest rate environment and the withdrawal of liquidity by the Federal Reserve's shrinking balance sheet, the hot demand for consumer electronics is difficult to sustain. However, in the context of the global trend of electric vehicle intelligence and the transformation of enterprise clouds, the demand for automotive chips and enterprise server chips will continue to be strong.</p><p><img src=\"https://static.tigerbbs.com/af27c5feefc6551c724ebed4612090a9\" tg-width=\"592\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/></p><p>Logic chips are widely used, such as PCs, smartphones and enterprise servers. It has become a market consensus that the demand for consumer electronics will be weak next year, and the demand for logic chips on the enterprise side will continue to be strong. This can also be seen from the optimistic outlook of Nvidia and AMD for server chips. It can also be seen that AMD predicted at its quarterly results meeting that the growth of the server market and strong demand for customized chips will help boost AMD's future performance. In this field, AMD's market share has risen from less than 1% to double-digit levels. Intel CEO Pat Gelsinger said that he expects demand in the server processor field to continue to be hot and fierce competition will continue.</p><p>It is understood that among the proportions of MCU and analog chips in different downstream products, automobiles have accounted for the highest proportion in recent years, followed by industrial uses, and the same is true for sensors and power chips. according to<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>According to the forecast data, global light vehicle production will show a steady upward trend until 2025. Volkswagen, the world's leading automobile manufacturer, predicts that the shortage of automotive chips will last until at least 2023. Therefore, the trend of rising automotive chip volume and price next year has basically been established.</p><p><img src=\"https://static.tigerbbs.com/bf2b6a12975ff904b0fa0478d2a42c6c\" tg-width=\"1088\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p><b>Combined with the above outlook for the inventory cycle, this article concludes that the second half of 2023 will be a critical time point for the fundamentals of the chip industry to start a new round of substantial recovery. Therefore, for some investors who focus on ambush layout in advance, this can be described as the time when the marginal effect begins to appear, which is a good time for the so-called \"bargain hunting\".</b></p><p><b>Perhaps this is one of the important reasons why the \"stock god\" sees the right time to buy TSMC. According to the model calculated in this article, 2023Q2 is the time when the margin of passive destocking slows down, and the market often sets prices half a year in advance. This may be one of the reasons why the \"stock god\" sees the right time to open positions in the third quarter.</b></p><p>Market expectation data compiled by market research firm Yardeni shows that although analysts' \"confidence index based on profitability\" for the IT sector in the S&P 500 index is still seriously lower than in 2022, IT has shown a very obvious marginal improvement trend recently, which is basically consistent with this article's outlook for the industry recovery in the second half of 2023 of the inventory cycle-that is, the market has begun to price in advance the recovery expectation of 23H2.</p><p>The S&P 500 IT sector includes core constituent stocks of the Philadelphia Semiconductor Index such as Nvidia, AMD and Intel, and occupies the majority weight. Analysts expect a marginal recovery in the IT sector, which means that they are equally optimistic about IT hardware fields such as chips.</p><p><img src=\"https://static.tigerbbs.com/33fd83e9b68e56cde11dbb90649cf0eb\" tg-width=\"832\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/></p><p><b>Disturbance factors that still need to be vigilant</b></p><p><b>As far as the current situation is concerned, chip stocks are still in the left area and tend to bottom out. The current rebound of the Philadelphia Semiconductor Index is mainly due to the market's expectation that the chip industry will usher in an inflection point of recovery next year, and the index generally starts to pick up half a year in advance. The cooling of inflation expectations, the rising market expectations for the Fed's dovish turn, and the news that Buffett has opened a position in TSMC have made the benchmark index \"forced to advance\" the rebound time.</b></p><p>However, what needs to be vigilant is that in the context of the Federal Reserve's aggressive rate hike cycle, if the U.S. economy falls into a \"deep recession\" as defined by NBER next year, corporate profits will face a major negative impact, and chip industry giants may release \"destocking\" and \"performance falls short of expectations\". At that time, the market's expectations for H1 destocking and H2 industry recovery next year will also face revisions, and the Philadelphia Semiconductor Index may be adjusted again.</p><p>combine<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Waiting for the outlook of Wall Street banks for the U.S. economy, it is still a small probability event that the U.S. will fall into a full recession next year. Economists at Goldman Sachs predict that the possibility of a recession in the U.S. in the next 12 months is only 35%.</p><p>In addition, if the next inflation data in the United States is still not optimistic, the market's expectations for the Federal Reserve's \"dove turn\" may cool down significantly, and the Philadelphia Semiconductor Index will also face adjustments. However, the adjustment range under this disturbance factor may not be too large, or even difficult to fall below the previous low point, mainly because after many hawkish speeches by Fed officials, the market has largely priced this expectation of rate hike to 5%-5.25%. Unless the rate hike expectation heats up substantially (the current market rate hike expectation is between 4.75%-5.25%)-that is, it is expected to heat up above 5.25%, it is difficult for the index to plummet again due to rate hike factors.</p><p>So, for investors,<b>In addition to paying attention to the turning point of industry fundamentals, the performance of key companies and the market's rate hike expectations of the Federal Reserve are two very critical factors affecting stock prices.</b></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>Pessimistic expectations have been digested! A good opportunity on the left side of chip stocks is coming</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\">\nPessimistic expectations have been digested! A good opportunity on the left side of chip stocks is coming\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/12\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">智通财经APP </p>\n<p class=\"h-time smaller\">2022-11-22 22:44</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Historical data shows that the market often starts pricing about half a year in advance, which coincides with the end of the third quarter of this year. This may be an important reason why the \"stock god\" sees the right time to open positions. Last week, \"Stock God\" Buffett<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>The latest 13F position report released by Hathaway shows that the agency opened new positions in chip manufacturing giants in the third quarter<a href=\"https://laohu8.com/S/TSM\">TSMC</a>, a total of about 60.06 million shares, with a market value of US $4.1 billion, accounting for 1.39% of the investment portfolio, ranking tenth among the stock gods' heavyweight stocks.</p><p>After the release of Berkshire Hathaway's 13F position report, TSMC rose by more than 10% as of yesterday. In the eyes of market observers, if this new position is led by Buffett personally, then the most important reason for his position in TSMC may lie in the following two points: one is to control pricing power, and the other is the company's ability to control costs. As a global chip TSMC, a well-deserved leader in manufacturing, undoubtedly meets these two business characteristics. At the same time, these two points are also important criteria for \"stock gods\" to choose stock targets for many years.</p><p>Focusing on the broader U.S. chip sector, some analysts believe that the Philadelphia Semiconductor Index, which can be called the \"global chip stock benchmark\", has been priced, and even overpriced the pessimistic expectations of the macro and industry. Therefore, as long as there is good news, an oversold rebound is possible at any time. May happen. This index covers<a href=\"https://laohu8.com/S/ASML\">ASML</a>, TSMC,<a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>And<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The trend of top companies in the upper, middle and lower reaches of the global chip industry can basically reflect the financial market's confidence and valuation of global chip stocks.</p><p>Compared with the S&P 500 Index, the U.S. stock market, the Philadelphia Semiconductor Index, which covers the world's top chip companies, is much more cyclical than the S&P 500 Index. The magnitude of the decline far exceeds that of the broader market in the same period.</p><p><img src=\"https://static.tigerbbs.com/f8fa4a909451810274c6a25682db4233\" tg-width=\"1359\" tg-height=\"502\" referrerpolicy=\"no-referrer\"/></p><p>Zhitong Finance APP noticed that since this year, the Philadelphia Semiconductor Index has fallen by as much as 33%, among which the three giants of PC chips:<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>And<a href=\"https://laohu8.com/S/INTC\">Intel</a>Both fell nearly 50%. However, since the periodic low on October 13, the Philadelphia Semiconductor Index has rebounded by more than 23%, mainly driven by the rebound wave started by the cooling of inflation expectations in November. Among them, constituent stocks such as Nvidia have also performed relatively well.</p><p>Most investors agree with the above view: that is, the Philadelphia Semiconductor Index has priced in, even overpriced, pessimistic expectations-valuation collapses caused by the Fed's aggressive rate hike and high inflation, shrinking industry demand, and surging inventories.</p><p>However, more importantly, the fundamentals of the chip industry may usher in a major turning point next year. Historical data shows that the stock market tends to price the fundamentals at least half a year in advance. Perhaps this is also the important reason why the \"stock god\" sees the right time to buy TSMC. One of the reasons.</p><p><b>The top of inventory is gradually taking shape, and the recovery cycle is expected to start in the second half of 2023</b></p><p><b>After analyzing the inventory outlook and market expectation data, this article concludes that the chip industry is expected to start the passive destocking mode in Q3 of 2023, and 23Q4 is expected to shift from passive destocking to active replenishment to achieve both volume and price increases, another round of industry prosperity. The upward trend will start.</b></p><p><b>According to the model calculated in this article, 2023Q2 is the time when the pace of passive destocking slows down marginally. Historical data shows that the market often starts pricing half a year in advance, which coincides with the end of the third quarter of this year. This may be the reason why the \"stock god\" sees the right time to open positions. important reason. Therefore, for some investors who focus on ambush layout in advance, this can be said to be the time when the marginal recovery effect begins to appear, that is, a good time to buy bottoms.</b></p><p>The global chip industry inventory expectation index previously released by market research institutions shows that industry inventory will reach a phased high level in Q4 2022, corresponding to the active destocking stage in the inventory cycle. At this stage, inventory often reaches its peak and then begins to shrink.</p><p><img src=\"https://static.tigerbbs.com/8179f4425b8b798a75fae9c942c34b5e\" tg-width=\"850\" tg-height=\"489\" referrerpolicy=\"no-referrer\"/></p><p>Combined with the semiconductor inventory level announced by Statistics Korea, it is more obvious that the inventory is on an upward trend in Q3. The Q4 data has not yet been released, but it is expected to form an inventory arc top. Korean owned<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>, SK Hynix are the two global chip production leaders, and the country's economic development model is mainly export-based, so Korean chip product inventory can reflect the global chip inventory trend.</p><p><img src=\"https://static.tigerbbs.com/5bfbb16476cf1607be633c29df196bec\" tg-width=\"568\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>So when will the inventory inflection point appear? As the leader in chip manufacturing, TSMC is interested in top chip companies in the Fabless model (such as AMD, Nvidia and Qualcomm, etc.), as well as consumer electronics companies that outsource production, such as<a href=\"https://laohu8.com/S/AAPL\">Apple</a>When the company's inventory level is well known, TSMC's outlook for product inventory can basically reflect the trend of product inventory in the entire chip industry, and historical data has proved this point many times.</p><p>TSMC's management predicted on the Q3 earnings call that chip industry inventories could peak as early as the third quarter of this year, or they could peak or begin to decrease in the fourth quarter, which will cause some pain to the entire supply chain. On top of that, management believes that the active adjustment period of product inventories will end in the first half of 2023.</p><p>Wall Street's outlook for industry inventories is almost the same as TSMC's. Wall Street<a href=\"https://laohu8.com/S/FISI\">Financial institution</a><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>It is expected that the second half of 2023 will be an important time point for semiconductors to start the recovery cycle. \"We expect the semiconductor cycle to start a recovery in the second half of 2023 and recommend buying high-quality stocks on dips now. Among them, TSMC is our top pick,\" the agency said in a note released in October. And described TSMC as a \"enabler of future technologies.\"</p><p>The agency also predicts that the worst time point in the industry's inventory cycle will occur as early as the fourth quarter of this year and as late as the first quarter of next year, and stock prices tend to bottom out before the inflection point in the inventory cycle.</p><p><b>Through the recent recovery cycle of review's chip industry, it is found that it generally takes about 6 quarters from active destocking to active inventory replenishment. Combining the above data, this article's outlook for chip product inventory is as follows: Passive destocking will start in Q3 of 2023, and 23Q4 is expected to shift from passive destocking to active replenishment, and another round of upward trend in industry prosperity will begin.</b></p><p><img src=\"https://static.tigerbbs.com/1fadf15b6ce70201073cf20003762393\" tg-width=\"554\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p><b>Good news is coming, pessimistic expectations are gradually digested, and the market is pricing the fundamental inflection point in advance</b></p><p><b>According to the forecast data of many authoritative organizations, the prosperity of the chip industry is expected to continue in 2023, but unlike the industry prosperity triggered by PC equipment in the context of the outbreak of COVID-19 pandemic in the first half of 2021-2022, next year, especially the second half of next year, will be dominated by the automotive industry. Industry prosperity dominated by enterprise server demand.<a href=\"https://laohu8.com/S/F\">Ford</a>、<a href=\"https://laohu8.com/S/GM\">General Motors</a>, including ambitious electric vehicle transformation plans of traditional automakers such as Volkswagen and BMW, will also support the sales prospects of automotive chips such as analog chips and MCUs.</b></p><p><b>Through analysis, this article concludes that the second half of 2023 may be the time when the fundamentals of the chip industry start a new round of substantial recovery. However, the easing of inflation expectations in the United States, coupled with Buffett's latest position announcement of a new position in TSMC, catalyzed market sentiment and the rebound trend of the Philadelphia Semiconductor Index, making the upward trend of the overall industry stock price that should have started at the end of the year or early next year start ahead of schedule. At present, the pessimistic expectations of the market are gradually being digested-specifically, the market has basically digested the pessimistic scenario from Q3 to Q1 next year. Analysts' optimism about the industry has shown a marginal warming, and the market has priced the fundamental inflection point of the industry in advance.</b></p><p>Chips are an important underlying hardware for all walks of life around the world to transform to digital and intelligent business models in the future, and for mankind to realize the Internet of Everything scenario in the future. Therefore, the overall demand for chips is difficult to shrink sharply in the future. According to the forecast data of a number of authoritative market research institutions, the overall market size growth rate of the entire industry in 2023 may be difficult to reach the high growth level in 2022, but it will still be in a positive growth and prosperity situation. Market research organization IDC predicts that the chip market size including the memory chip field and IDM + Fabless manufacturers will grow by approximately 6% in 2023 compared with 2022.</p><p><img src=\"https://static.tigerbbs.com/1ab0116078ae97530e366195a3396fa4\" tg-width=\"778\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>According to the latest 2023 industry outlook data released by the World Organization for Semiconductor Trade Statistics (WSTS), the global semiconductor market size is expected to grow by 13.9% in 2022 and another 4.6% in 2023. Among them, the main growth areas are concentrated in analog chips, logic chips and MCU chips. The largest contributors to these markets have been concentrated in automobile manufacturers in recent years, while the growth rate of memory chips, mainly concentrated in consumer electronics fields such as PCs, has slowed down sharply.</p><p><img src=\"https://static.tigerbbs.com/53cd853257d720ff2690ae0f3997148d\" tg-width=\"635\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/></p><p>This is consistent with the expectations of most institutions, that is, the main areas that will drive the recovery of the chip industry in 2023 will be the demand for automotive chips and enterprise chips. In a high interest rate environment and the withdrawal of liquidity by the Federal Reserve's shrinking balance sheet, the hot demand for consumer electronics is difficult to sustain. However, in the context of the global trend of electric vehicle intelligence and the transformation of enterprise clouds, the demand for automotive chips and enterprise server chips will continue to be strong.</p><p><img src=\"https://static.tigerbbs.com/af27c5feefc6551c724ebed4612090a9\" tg-width=\"592\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/></p><p>Logic chips are widely used, such as PCs, smartphones and enterprise servers. It has become a market consensus that the demand for consumer electronics will be weak next year, and the demand for logic chips on the enterprise side will continue to be strong. This can also be seen from the optimistic outlook of Nvidia and AMD for server chips. It can also be seen that AMD predicted at its quarterly results meeting that the growth of the server market and strong demand for customized chips will help boost AMD's future performance. In this field, AMD's market share has risen from less than 1% to double-digit levels. Intel CEO Pat Gelsinger said that he expects demand in the server processor field to continue to be hot and fierce competition will continue.</p><p>It is understood that among the proportions of MCU and analog chips in different downstream products, automobiles have accounted for the highest proportion in recent years, followed by industrial uses, and the same is true for sensors and power chips. according to<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>According to the forecast data, global light vehicle production will show a steady upward trend until 2025. Volkswagen, the world's leading automobile manufacturer, predicts that the shortage of automotive chips will last until at least 2023. Therefore, the trend of rising automotive chip volume and price next year has basically been established.</p><p><img src=\"https://static.tigerbbs.com/bf2b6a12975ff904b0fa0478d2a42c6c\" tg-width=\"1088\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p><b>Combined with the above outlook for the inventory cycle, this article concludes that the second half of 2023 will be a critical time point for the fundamentals of the chip industry to start a new round of substantial recovery. Therefore, for some investors who focus on ambush layout in advance, this can be described as the time when the marginal effect begins to appear, which is a good time for the so-called \"bargain hunting\".</b></p><p><b>Perhaps this is one of the important reasons why the \"stock god\" sees the right time to buy TSMC. According to the model calculated in this article, 2023Q2 is the time when the margin of passive destocking slows down, and the market often sets prices half a year in advance. This may be one of the reasons why the \"stock god\" sees the right time to open positions in the third quarter.</b></p><p>Market expectation data compiled by market research firm Yardeni shows that although analysts' \"confidence index based on profitability\" for the IT sector in the S&P 500 index is still seriously lower than in 2022, IT has shown a very obvious marginal improvement trend recently, which is basically consistent with this article's outlook for the industry recovery in the second half of 2023 of the inventory cycle-that is, the market has begun to price in advance the recovery expectation of 23H2.</p><p>The S&P 500 IT sector includes core constituent stocks of the Philadelphia Semiconductor Index such as Nvidia, AMD and Intel, and occupies the majority weight. Analysts expect a marginal recovery in the IT sector, which means that they are equally optimistic about IT hardware fields such as chips.</p><p><img src=\"https://static.tigerbbs.com/33fd83e9b68e56cde11dbb90649cf0eb\" tg-width=\"832\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/></p><p><b>Disturbance factors that still need to be vigilant</b></p><p><b>As far as the current situation is concerned, chip stocks are still in the left area and tend to bottom out. The current rebound of the Philadelphia Semiconductor Index is mainly due to the market's expectation that the chip industry will usher in an inflection point of recovery next year, and the index generally starts to pick up half a year in advance. The cooling of inflation expectations, the rising market expectations for the Fed's dovish turn, and the news that Buffett has opened a position in TSMC have made the benchmark index \"forced to advance\" the rebound time.</b></p><p>However, what needs to be vigilant is that in the context of the Federal Reserve's aggressive rate hike cycle, if the U.S. economy falls into a \"deep recession\" as defined by NBER next year, corporate profits will face a major negative impact, and chip industry giants may release \"destocking\" and \"performance falls short of expectations\". At that time, the market's expectations for H1 destocking and H2 industry recovery next year will also face revisions, and the Philadelphia Semiconductor Index may be adjusted again.</p><p>combine<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Waiting for the outlook of Wall Street banks for the U.S. economy, it is still a small probability event that the U.S. will fall into a full recession next year. Economists at Goldman Sachs predict that the possibility of a recession in the U.S. in the next 12 months is only 35%.</p><p>In addition, if the next inflation data in the United States is still not optimistic, the market's expectations for the Federal Reserve's \"dove turn\" may cool down significantly, and the Philadelphia Semiconductor Index will also face adjustments. However, the adjustment range under this disturbance factor may not be too large, or even difficult to fall below the previous low point, mainly because after many hawkish speeches by Fed officials, the market has largely priced this expectation of rate hike to 5%-5.25%. Unless the rate hike expectation heats up substantially (the current market rate hike expectation is between 4.75%-5.25%)-that is, it is expected to heat up above 5.25%, it is difficult for the index to plummet again due to rate hike factors.</p><p>So, for investors,<b>In addition to paying attention to the turning point of industry fundamentals, the performance of key companies and the market's rate hike expectations of the Federal Reserve are two very critical factors affecting stock prices.</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b","relate_stocks":{"NVDA":"英伟达","ASML":"阿斯麦","AMD":"美国超微公司","TSM":"台积电","INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108035622","content_text":"历史数据显示市场往往提前半年左右开始定价，正好对应今年第三季度末，这或许是“股神”瞅准时机建仓的重要原因。在上周，“股神”巴菲特旗下伯克希尔哈撒韦公布的最新13F持仓报告显示，该机构在第三季度新建仓芯片制造巨头台积电，共计约6006万股，持仓市值达41亿美元，占投资组合比例为1.39%，位列股神重仓股的第十位。伯克希尔哈撒韦13F持仓报告公布后，台积电截至昨日总计涨超10%。在市场观察人士看来，如果这次新建仓是巴菲特个人所主导，那么他建仓台积电的最重要原因可能在于以下两点：一是掌握定价权，二是企业控制成本的能力，而作为全球芯片制造当之无愧龙头的台积电毫无疑问符合这两项商业特征。同时，这两点这也是“股神”多年来选择股票标的的重要判断标准。着眼于更广泛的美股芯片板块，一些分析人士认为，堪称“全球芯片股基准”的费城半导体指数已经定价，甚至过度定价了宏观和行业的悲观预期，因此只要存在利好消息，超跌反弹随时有可能发生。该指数覆盖阿斯麦、台积电、应用材料和高通等处于全球芯片行业上中下游的顶级企业，其走势基本上能够反映出金融市场对于全球芯片股的信心和估值。与美股大盘——标普500指数相比，覆盖全球顶级芯片企业的费城半导体指数周期性远强于标普500指数，往往先于大盘见阶段性顶部，且在行业内下行周期中遭遇市场杀跌的幅度远超同期大盘。智通财经APP注意到，自今年以来，费城半导体指数跌幅高达33%，其中PC芯片三大巨头：英伟达、AMD和英特尔均跌近50%。不过，自10月13日的阶段性低点以来，费城半导体指数已反弹超23%，主要由11月通胀预期降温开启的反弹浪潮所推动，其中英伟达等成分股涨幅也表现相对亮眼。大部分投资者认同上述观点：即费城半导体指数已经定价，甚至过度定价了悲观预期——美联储激进加息和高通胀引发的估值坍塌、行业需求缩减、库存激增。不过，更重要的是芯片行业的基本面可能在明年将迎来重大转折点，历史数据显示股票市场往往会提前至少半年对基本面进行定价，或许这也是“股神”瞅准时机买入台积电的重要原因之一。库存顶部逐渐成型，2023年下半年有望开启复苏周期本文通过对库存展望以及市场预期数据进行分析后，总结出芯片行业有望在2023年Q3被动去库存模式开启，23Q4有望从被动去库存转向主动补库存进而实现量价齐升，又一轮行业景气度上行趋势将开启。按照本文推算的模型，2023Q2正是被动去库存步伐边际放缓的时间点，历史数据显示市场往往提前半年开始定价，正好对应今年第三季度末，这或许是“股神”瞅准时机建仓的重要原因。因此对于一些专注于提前埋伏布局的投资者来说，这可谓是边际回暖效应开始显现的时机，也就是抄底的好时机。市场调研机构此前公布的全球芯片行业库存预期指数显示，2022年Q4行业库存将达到阶段性高水平，对应库存周期中的主动去库存阶段，此阶段往往库存达到峰值，此后开始缩减。再结合韩国统计局公布的半导体库存水平，更明显能够看出库存在Q3处于上升趋势，Q4数据还未公布，但预计有望形成库存弧顶。韩国拥有三星电子、SK海力士两大全球芯片生产龙头，且国家经济发展模式以出口模式为主，因此韩国芯片产品库存能够反映出全球芯片库存趋势。那么库存拐点何时出现?台积电作为芯片制造龙头，对于Fabless模式的顶级芯片公司(如AMD、英伟达和高通等)，以及外包生产的消费电子公司，如苹果等公司的库存水平了如指掌，台积电对于产品库存的展望基本上能够反映整个芯片行业产品库存的趋势，历史数据也多次证明了这一点。台积电的管理层在Q3业绩电话会议上预计，芯片行业库存最早可能在今年第三季度达到顶峰，也可能在第四季度见顶或开始减少，届时将给整个供应链带来一些痛苦。最重要的是，管理层认为产品库存的主动调整期将在 2023上半年结束。华尔街对于行业库存的展望与台积电相差无几。华尔街金融机构摩根士丹利预计，2023年下半年将是半导体开启复苏周期的重要时间点。“我们预计 2023年下半年半导体周期将开启复苏，并建议现在逢低买入优质股票。其中，台积电是我们的首选。”该机构在10月份发布的一份报告中表示。并且将台积电描述为“未来技术的推动者”。该机构还预计，行业库存周期的最糟糕时间点最早出现在今年的第四季度，最晚出现在明年第一季度，而股价往往在库存周期出现拐点之前触底。通过复盘芯片行业近期的复苏周期发现，从主动去库存到主动补库存一般来说是6个季度左右。结合以上数据，本文对于芯片产品库存展望如下：在2023年Q3被动去库存开启，23Q4有望从被动去库存转向主动补库存，又一轮行业景气度上行趋势开启。利好来袭，悲观预期逐渐被消化，市场提前定价基本面拐点根据多家权威机构预测数据，2023年芯片行业繁荣有望延续，不过与2021-2022年上半年由新冠疫情爆发背景下PC设备引发的行业繁荣不同，明年，尤其是明年下半年将是由汽车行业和企业端服务器需求主导的行业繁荣。福特、通用汽车，包括大众和宝马等传统汽车制造商雄心勃勃的电动汽车转型计划也将支撑模拟芯片和MCU等汽车芯片销售前景。本文通过分析得出2023年下半年或将是芯片行业基本面开启新一轮实质性复苏的时间点。但是，美国通胀预期缓解，加上巴菲特最新持仓公布新建仓台积电，催化了市场情绪以及费城半导体指数反弹趋势，使得本应在年底或明年初开启的整体行业股价上行趋势提前开启。目前市场的悲观预期逐渐被消化——具体表现在市场已基本消化Q3 —明年Q1的悲观情景，分析师们对于行业的乐观情绪呈现出边际升温，市场已提前定价行业的基本面拐点。芯片是未来全球各行各业向数字化、智能化经营模式转型，以及人类未来实现万物互联场景的重要底层硬件，因此芯片在未来的总体需求难以出现急剧缩减。根据多家权威性市场调研机构的预测数据，2023年全行业整体市场规模增速可能难以触及2022年的高增长水平，但仍将处于正增长繁荣局面。市场调研机构IDC预测，2023年包含存储芯片领域和IDM+Fabless厂商的芯片市场规模相比2022年将增长大约6%。世界半导体贸易统计组织(WSTS)公布的最新2023年行业展望数据显示，全球半导体市场规模预计到2022年将增长 13.9%，到2023年将再增长4.6%。其中，主要增长领域集中在模拟芯片、逻辑芯片和MCU芯片，这些市场最大贡献者近几年集中在汽车厂商，而主要集中在PC等消费电子领域的存储芯片增速则急剧放缓。这与多数机构的预期一致，即2023年带动芯片行业复苏的主要领域集中在汽车芯片与企业端芯片需求。在高利率环境，加上美联储缩表抽走流动性，消费电子火热需求难以持续，不过全球电动汽车智能化趋势以及企业云转型背景下，汽车芯片和企业服务器芯片需求仍将持续强劲。逻辑芯片应用非常广泛，比如PC、智能手机和企业端服务器等，明年消费电子需求疲软已成市场共识，而企业端对于逻辑芯片的需求持续强劲，这一点从英伟达和AMD对于服务器芯片的乐观展望也能够窥见，AMD在季度业绩会议上预计，服务器市场的增长和对定制化芯片的强劲需求将有助于提振AMD未来业绩。在这一领域，AMD的市场份额已经从不足1%上升到两位数级别，英特尔CEO Pat Gelsinger表示，他预计服务器处理器领域的需求持续火热，激烈竞争将持续下去。据了解，MCU与模拟芯片在不同下游产品占比中，近几年来占比最高的是汽车，其次是工业用途，传感器和功率类芯片同样如此。根据标普全球的预测数据，直到2025年之前全球轻型汽车产量呈现出稳步上升趋势，全球汽车制造龙头大众汽车预计汽车芯片短缺将至少持续到2023年，因此明年汽车芯片量价齐升趋势基本上已确立。再结合上文对于库存周期的展望，本文推断2023年下半年将是芯片行业基本面开启新一轮实质性复苏的关键时间点。因此对于一些专注于提前埋伏布局的投资者来说，这可谓是边际效应开始显现的时机，也就是所谓“抄底”的好时机。或许这也是“股神”瞅准时机买入台积电的重要原因之一。按照本文推算的模型，2023Q2正是被动去库存边际放缓的时间点，市场往往提前半年定价，这可能是“股神”瞅准时机在第三季度建仓的原因之一。市场研究机构Yardeni统计的市场预期数据显示，虽然分析师们对于标普500指数中的IT板块“基于盈利水平的信心指数”仍然严重低于2022年，但近期已经呈现出非常很明显的边际改善趋势，这点与本文对于库存周期的2023下半年行业复苏的展望基本上一致——即市场开始提前定价23H2的复苏预期。标普500 IT板块包含英伟达、AMD和英特尔等费城半导体指数核心成分股，且占据多数权重，分析师们对IT板块预期边际回暖意味着对芯片等IT硬件领域预期同样乐观。仍需警惕的扰动因素就目前形势看来，芯片股仍然处于偏左区域，且倾向于磨底的阶段。目前费城半导体指数的反弹主要因市场对于芯片行业明年将迎来复苏拐点的预期，而该指数一般提前半年开始回暖。通胀预期降温、市场对美联储的转鸽预期升温，以及巴菲特建仓台积电消息出炉更是使得该基准指数的反弹时间点“被迫提前”。但是，需要警惕的是，在美联储激进加息周期背景下，若美国经济明年陷入NBER所定义的“深层次衰退”，企业盈利将面临重大负面冲击，芯片行业巨头或将释放出“去库存”和“业绩不及预期”的信号，届时市场对于明年H1去库存和H2行业复苏的预期也将面临修正，届时费城半导体指数或将再度调整。结合高盛等华尔街大行对于美国经济展望，美国明年全面陷入经济衰退仍然是小概率事件，高盛的经济学家们预计美国未来12个月出现衰退的可能性仅为35%。另外，如果美国接下来的通胀数据仍然不乐观，市场对于美联储“转鸽”预期或将大幅降温，届时费城半导体指数也面临调整。不过，这一扰动因素下的调整幅度可能不会太大，甚至难以跌破上一阶段性低点，主要因为在美联储官员多次发表鹰派讲话后，市场已经很大程度上定价了加息至5%-5.25%的这一预期，除非加息预期实质性升温(目前市场加息预期介乎于4.75%-5.25%)——即预期升温至5.25%以上，否则该指数很难因加息因素再度出现暴跌行情。因此，对于投资者来说，除了关注行业基本面拐点，重点企业的业绩和市场对美联储的加息预期为影响股价的两大非常关键因素。","news_type":1,"symbols_score_info":{"TSM":0.9,"ASML":0.9,"AMD":0.9,"INTC":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":4086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984566745,"gmtCreate":1667694004787,"gmtModify":1676537951899,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583571794110805","authorIdStr":"3583571794110805"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984566745","repostId":"1171406492","repostType":4,"repost":{"id":"1171406492","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":1667194500,"share":"https://ttm.financial/m/news/1171406492?lang=en_US&edition=fundamental","pubTime":"2022-10-31 13:35","market":"us","language":"zh","title":"Reminder: When the United States enters winter from November 6, the opening of U.S. stocks will be delayed by one hour","url":"https://stock-news.laohu8.com/highlight/detail?id=1171406492","media":"老虎资讯综合","summary":"美国2022年冬令时将于2022年11月6日当地时间早上02：00（北京时间15：00）开始，至2023年3月12日当地时间早上02：00（北京时间15：00）结束，届时美国股票市场的常规交易时段对应","content":"<p><html><head></head><body>The 2022 winter time in the United States will start at 02:00 a.m. local time on November 6, 2022 (15:00 Beijing time) and end at 02:00 a.m. local time on March 12, 2023 (15:00 Beijing time). At that time, the Beijing time corresponding to the regular trading session of the U.S. stock market will be postponed by one hour, and will change from 22:30 a.m. Monday to Friday to 5:00 a.m. the next day; November 7 is the first trading day for U.S. stocks after entering winter time.</p><p><img src=\"https://static.tigerbbs.com/2fc66d2a201150ba1433d6859e54ee39\" tg-width=\"1080\" tg-height=\"1080\" width=\"100%\" height=\"auto\"/></p><p><b>Trading hours</b></p><p>EST: 9:30 ~ 16:00 Beijing time: 22:30 ~ 5:00 the next day</p><p><b>Pre-market trading hours</b></p><p>EST: 4:00 ~ 9:30 Beijing Time: 17:00 ~ 22:30</p><p><b>After-hours trading hours</b></p><p>Eastern Time: 16:00 ~ 20:00 Beijing Time: 5:00 ~ 9:00</p><p>(Note: Winter season is from the first Sunday in November to the second Sunday in March of the following year.)</p><p><img src=\"https://static.tigerbbs.com/e2773028f257c91524ed0ae1a4ce270a\" tg-width=\"674\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: When the United States enters winter from November 6, the opening of U.S. stocks will be delayed by one hour</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\">\nReminder: When the United States enters winter from November 6, the opening of U.S. stocks will be delayed by one hour\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-10-31 13:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The 2022 winter time in the United States will start at 02:00 a.m. local time on November 6, 2022 (15:00 Beijing time) and end at 02:00 a.m. local time on March 12, 2023 (15:00 Beijing time). At that time, the Beijing time corresponding to the regular trading session of the U.S. stock market will be postponed by one hour, and will change from 22:30 a.m. Monday to Friday to 5:00 a.m. the next day; November 7 is the first trading day for U.S. stocks after entering winter time.</p><p><img src=\"https://static.tigerbbs.com/2fc66d2a201150ba1433d6859e54ee39\" tg-width=\"1080\" tg-height=\"1080\" width=\"100%\" height=\"auto\"/></p><p><b>Trading hours</b></p><p>EST: 9:30 ~ 16:00 Beijing time: 22:30 ~ 5:00 the next day</p><p><b>Pre-market trading hours</b></p><p>EST: 4:00 ~ 9:30 Beijing Time: 17:00 ~ 22:30</p><p><b>After-hours trading hours</b></p><p>Eastern Time: 16:00 ~ 20:00 Beijing Time: 5:00 ~ 9:00</p><p>(Note: Winter season is from the first Sunday in November to the second Sunday in March of the following year.)</p><p><img src=\"https://static.tigerbbs.com/e2773028f257c91524ed0ae1a4ce270a\" tg-width=\"674\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2773028f257c91524ed0ae1a4ce270a","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171406492","content_text":"美国2022年冬令时将于2022年11月6日当地时间早上02：00（北京时间15：00）开始，至2023年3月12日当地时间早上02：00（北京时间15：00）结束，届时美国股票市场的常规交易时段对应的北京时间延后1小时，即将变为周一至周五22：30到次日凌晨5：00；11月7日为进入冬令时后美股的首个交易日。交易时间美国东部时间：9：30~16：00 北京时间：22：30~次日5：00盘前交易时间美国东部时间：4：00~9：30 北京时间：17：00~22：30盘后交易时间美国东部时间：16：00~20：00 北京时间：5：00~9：00（注：冬令时为每年11月的第一个星期日至次年3月的第二个星期日。）","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981978571,"gmtCreate":1666395407694,"gmtModify":1676537750503,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583571794110805","authorIdStr":"3583571794110805"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981978571","repostId":"1191430808","repostType":4,"repost":{"id":"1191430808","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":1666367381,"share":"https://ttm.financial/m/news/1191430808?lang=en_US&edition=fundamental","pubTime":"2022-10-21 23:49","market":"us","language":"zh","title":"Tesla rose more than 2%, and the \"Sister Wood\" flagship fund bought Tesla stock again on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1191430808","media":"老虎资讯综合","summary":"10月21日，特斯拉盘中涨超2%，“木头姐”Cathie Wood的方舟基金在周四再次买入66,190股特斯拉股票。方舟基金上一次加仓是在10月4日，当时特斯拉发布了低于预期的交付量。","content":"<p><html><head></head><body>October 21st,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Raising more than 2% intraday, \"Sister Wood\" Cathie Wood's Ark Fund bought 66,190 Tesla shares again on Thursday. The last time Ark Fund increased its position was on October 4, when Tesla posted lower-than-expected deliveries.</p><p><img src=\"https://static.tigerbbs.com/7a0f15cfdf010b0c51ededb0762d9744\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></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>Tesla rose more than 2%, and the \"Sister Wood\" flagship fund bought Tesla stock again on Thursday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla rose more than 2%, and the \"Sister Wood\" flagship fund bought Tesla stock again on Thursday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-10-21 23:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>October 21st,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Raising more than 2% intraday, \"Sister Wood\" Cathie Wood's Ark Fund bought 66,190 Tesla shares again on Thursday. The last time Ark Fund increased its position was on October 4, when Tesla posted lower-than-expected deliveries.</p><p><img src=\"https://static.tigerbbs.com/7a0f15cfdf010b0c51ededb0762d9744\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191430808","content_text":"10月21日，特斯拉盘中涨超2%，“木头姐”Cathie Wood的方舟基金在周四再次买入66,190股特斯拉股票。方舟基金上一次加仓是在10月4日，当时特斯拉发布了低于预期的交付量。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983483171,"gmtCreate":1666308496193,"gmtModify":1676537737352,"author":{"id":"3583571794110805","authorId":"3583571794110805","name":"CMLeong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583571794110805","authorIdStr":"3583571794110805"},"themes":[],"htmlText":"🤦♂️","listText":"🤦♂️","text":"🤦♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983483171","repostId":"1141218346","repostType":4,"isVote":1,"tweetType":1,"viewCount":3839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}