To The Moon
Home
News
TigerAI
Log In
Sign Up
CMLeong
+Follow
Posts · 29
Posts · 29
Following · 0
Following · 0
Followers · 0
Followers · 0
CMLeong
CMLeong
·
2023-02-27
👍
Sorry, this post has been deleted
看
8.71K
回复
1
点赞
1
编组 21备份 2
Share
Report
CMLeong
CMLeong
·
2023-01-10
👍
Last Night and This Morning | Federal Reserve officials poured cold water on US stocks, causing a sharp decline! Tesla rebounded 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 US stocks, causing a sharp decline! Tesla rebounded nearly 6%
看
6.98K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
CMLeong
CMLeong
·
2023-01-10
👍
Large Options Orders | Total Options Trading Volume Surges! Tesla options trading exceeded 5.2 million, 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 Options Orders | Total Options Trading Volume Surges! Tesla options trading exceeded 5.2 million, a new high in nearly a year.
看
7.56K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
CMLeong
CMLeong
·
2023-01-08
👍
Opinion | Jack Ma is no longer the actual controller of Ant Group, and voting rights have decreased 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
Opinion | Jack Ma is no longer the actual controller of Ant Group, and voting rights have decreased from 53.46% to 6.2%.
看
6.92K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
CMLeong
CMLeong
·
2023-01-08
👌
Focus Analysis | Ant Group Grows, Alibaba 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 | Ant Group Grows, Alibaba Retreats
看
6.80K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
CMLeong
CMLeong
·
2022-12-07
👍
Large Options Orders | An "Opportunity" That Fell Out? Call options to "buy the dip" on Salesforce 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 Options Orders | An "Opportunity" That Fell Out? Call options to "buy the dip" on Salesforce and Amazon!
看
7.35K
回复
Comment
点赞
2
编组 21备份 2
Share
Report
CMLeong
CMLeong
·
2022-11-23
👍
Pessimistic expectations have been completely absorbed! A good opportunity is coming for chip stocks on the left side.
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 completely absorbed! A good opportunity is coming for chip stocks on the left side.
看
6.58K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
CMLeong
CMLeong
·
2022-11-06
👌
Reminder: Starting November 6th, the US will enter winter time, and US stocks will open one hour later.
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: Starting November 6th, the US will enter winter time, and US stocks will open one hour later.
看
6.84K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
CMLeong
CMLeong
·
2022-10-22
👍
Tesla shares rose more than 2% after the "Wood Sister" 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 shares rose more than 2% after the "Wood Sister" flagship fund bought Tesla stock again on Thursday.
看
6.51K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
CMLeong
CMLeong
·
2022-10-21
🤦♂️
Sorry, this post has been deleted
看
6.24K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
Load more
No following yet
Most Discussed
{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3583571794110805","uuid":"3583571794110805","gmtCreate":1620482343782,"gmtModify":1620482343782,"name":"CMLeong","pinyin":"cmleong","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":18,"headSize":228,"tweetSize":29,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":9957542001,"gmtCreate":1677454468204,"gmtModify":1677454471864,"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":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957542001","repostId":"2314375719","repostType":4,"isVote":1,"tweetType":1,"viewCount":8714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953458895,"gmtCreate":1673313332918,"gmtModify":1676538816285,"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":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953458895","repostId":"1154954789","repostType":4,"repost":{"id":"1154954789","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":1673308561,"share":"https://ttm.financial/m/news/1154954789?lang=en_US&edition=fundamental","pubTime":"2023-01-10 07:56","market":"us","language":"zh","title":"Last Night and This Morning | Federal Reserve officials poured cold water on US stocks, causing a sharp decline! Tesla rebounded 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>Abstract: ① Federal Reserve officials poured cold water on US stocks, causing the Dow Jones Industrial Average to plummet, falling 0.34%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rebounded nearly 6%; ② Natural gas prices in Europe and the United States surged, with US gas rising by more than 11% at one point, and gold hitting an eight-month high; ③<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The plan is to abandon it 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 US stocks as they rose and then fell back, with only the Nasdaq closing higher and Tesla rising nearly 6%.</p><p>On Monday, January 9, the market continued to digest the signs of peaking and cooling inflation shown in the US December non-farm payrolls data last Friday, and risk appetite rebounded. U.S. stocks opened higher and continued to rise, but their gains narrowed significantly after two Federal Reserve officials successively indicated that the benchmark interest rate might exceed 5%. This trend accelerated at the close, and the Dow Jones Industrial Average and the S&P 500 eventually turned lower. At the close of trading, the Nasdaq rose 0.63%, the S&P 500 fell 0.08%, and the Dow Jones Industrial Average fell 0.34%.</p><p>Most large technology stocks rose.<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Apple rose more than 1%.<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>A slight increase;<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Meta fell slightly. Tesla shares rose nearly 6% after a company representative stated that Tesla is offering discounts of up to S$10,000 to buyers in Singapore who trade in their gasoline-powered vehicles for new ones. Lululemon lowered its fourth-quarter gross margin forecast, causing its stock price to plummet by nearly 10%.</p><p>2. Popular Chinese concept stocks showed mixed results.<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>It rose 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 shares rose more than 2%.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>A slight increase.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It fell more than 5%.<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>It fell more than 3%.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It fell more than 2%.<a href=\"https://laohu8.com/S/JD\">JD.com</a>It fell more than 1%.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>It fell slightly.</p><p>3. Major European stock indices rose across the board, with the German DAX30 index rising 1.25%.</p><p>Major European stock indices closed higher across the board on Monday, with Germany's DAX 30 up 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 price gains narrowed significantly in late trading, with US crude rising as much as 4% during the session, while European and American natural gas prices surged.</p><p>WTI crude oil futures for February delivery closed up $0.86, or 1.16%, at $74.63 a barrel, reaching a high of nearly $3 during the day and briefly breaking through $76, reaching its highest level since January 4. Brent crude futures for March delivery closed up $1.08, or 1.37%, at $79.65 a barrel. The intraday high was $2.79, or 3.6%, before briefly breaking through $81 and recovering more than half of the losses since January 4.</p><p>The European benchmark TTF Dutch natural gas futures rose more than 7% in late trading, approaching a daily high of 75.5 euros per megawatt-hour. ICE UK gas prices rose more than 10%, hitting a new daily high of 188.5 pence per kilocalorie. NYMEX U.S. February natural gas futures rose more than 11% intraday, briefly breaking through $4, before closing up 5.39% at $3.9100 per million British thermal units.</p><p>5. New York gold futures closed 0.4% higher on Monday, hitting a new high since early May.</p><p>On Monday, gold futures for February delivery on the New York Mercantile Exchange rose $8.10, or 0.4%, to settle at $1,877.80 an ounce. Based on the most active contract, the futures hit a new closing high since May 6.</p><p>Macro News</p><p>1. Federal Reserve's Daley: Inflation is more persistent than expected; peak interest rates above 5% are reasonable.</p><p>On Monday, Eastern Time, San Francisco Federal Reserve President Daly told 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 a 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. Latest New York Fed survey: Consumers expect US inflation to continue to slow next year.</p><p>Consumer survey data released by the New York Federal Reserve on Monday (Eastern Time) showed that U.S. consumers expect short-term inflationary pressures to continue to ease and are expected to significantly reduce spending, although they anticipate continued income growth.</p><p>The survey, conducted last December, showed that respondents expect inflation to fall to 5% a year from now, down 0.2% from November and the lowest level since July 2021. Federal Reserve officials believe that public expectations about the future course of price pressures have a significant impact on the current course of price pressures.</p><p>3. One month after the price cap was implemented, the price of Russia's flagship crude oil was 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, far below the cap set by the G7.</p><p>To limit Russia's revenue from oil, the G7, the EU, and Australia have decided to cap the price of Russian seaborne oil at $60 per barrel, effective December 5, 2022. The EU's restrictions on Russian oil also took effect, with the EU officially banning the import of Russian crude oil starting December 5 last year.</p><p>According to data from Argus Media, an independent energy pricing and market analysis firm, Russian Ural crude oil was priced at $37.80 per barrel at the Baltic port of Primorsk last Friday, while the global benchmark Brent crude oil closed at $78.57 per barrel that day.</p><p>4. The Swiss National Bank, which made heavy purchases globally to suppress the strengthening of its currency, suffered a record loss of $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 recorded a huge loss of 132 billion Swiss francs (approximately US$143 billion) in 2022. The figures released on Monday also marked the bank's largest annual loss since its founding in 1906, paling in comparison to the previous record (a loss of 23 billion Swiss francs in 2015). In 2021, the Swiss National Bank recorded a total profit of 26 billion Swiss francs.</p><p>It is not difficult to see from the announcements from just a few banks that the Swiss National Bank's huge losses are related to the massive turmoil in global financial markets in 2022. Of the total losses of 132 billion Swiss francs, 131 billion came from foreign bonds and stocks held by the Swiss National Bank, and another 1 billion came from domestic asset holdings. The only asset the Swiss National Bank made a profit last year was its thousands of tons of gold, which increased its value by a net 400 million Swiss francs.</p><p>5. German Finance Minister accused of concealing political and business ties; Berlin prosecutors launch assessment into investigation.</p><p>German Finance Minister Christian Lindner has once again become the focus of German public opinion in recent days: he was criticized for recording an anniversary message to the bank that provided him with loans without disclosing his interests, and prosecutors said on Monday they would launch a procedural assessment.</p><p>Unlike during the Merkel era, the current Scholz government in Germany is actually a joint formation of the Social Democratic Party, the Green Party, and the Free Democratic Party. Lindner himself has been the leader of the Liberal Democratic Party for the past decade.</p><p>Russia-Ukraine situation</p><p>1. German government spokesperson: Germany currently has no intention of supplying Leopard 2 tanks to Ukraine.</p><p>German Federal Government spokesman Hebestreit said on the 9th local time that despite recent pressure from some Green Party and Free Democratic Party politicians, the federal government \"currently has no intention of providing Ukraine with Leopard 2 main battle tanks.\" Hebestreit stated that Germany still hopes the Russia-Ukraine conflict can end as soon as possible, while denying that Germany's provision of Weasel infantry fighting vehicles and Patriot air defense systems to Ukraine could lead to an escalation of the conflict.</p><p>2. Western military aid to Ukraine continues to increase: Britain and Germany consider providing main battle tanks.</p><p>According to British media reports on Monday (January 9), for the first time since the outbreak of the Russia-Ukraine conflict, Britain is considering the possibility of providing Ukraine with British Army Challenger 2 main battle tanks. Sources indicate that the UK may provide Ukraine with approximately 10 Challenger 2 tanks, and negotiations have been ongoing for weeks without a final decision.</p><p>3. Russia claims to have destroyed Ukrainian equipment; Ukraine claims to have struck areas where Russian personnel are concentrated.</p><p>The Russian Ministry of Defense announced on the 9th local time that Russian forces destroyed Ukrainian military equipment in Kupyansk and other places. Ukraine stated that its forces struck several areas where Russian personnel were concentrated.</p><p>Company News</p><p>1. Apple plans to abandon it by 2025.<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>chip</p><p>Apple plans to abandon the use of chips from Broadcom in the United States by 2025 and instead use its own chips. Apple is trying to integrate components such as modems, WiFi chips, and Bluetooth, hoping to begin replacing them as early as 2024.<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Modem chip.</p><p>2. Moderna is considering setting the commercial price of its COVID-19 vaccine at $130, which is much higher than the U.S. purchase price.</p><p>Moderna stated that the company is considering pricing its COVID-19 vaccine in the U.S. between $110 and $130 per dose, at which point it will shift from government-contracted distribution to commercial distribution. This price range and<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Last October, it stated that it was considering a COVID-19 vaccine to be developed in collaboration with BioNTech, with 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>Employees are required to work four days a week at the company.</p><p>Disney CEO Robert Iger told employees adopting a hybrid work model on Monday that they will have to return to the company office four days a week starting March 1. Iger wrote: “Over the past few months, I’ve been meeting with teams across the company, which has reminded me of the immense value of working with colleagues. As you’ve heard me say many times, creativity is at the heart and soul of us and everything we do at Disney. And in a creative business like ours, nothing can replace the ability to connect, observe, and create with colleagues, which comes from the actual process of getting along, nor the opportunity to gain professional development 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 it has entered into an equity underwriting and note exchange agreement with an 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 to purchase outstanding December 2026 notes with a total principal amount of US$385 million from certain noteholders through private discussions. On January 9, 2023, the Company filed a provisional registration statement and preliminary prospectus supplement on Form F-3 with the U.S. Securities and Exchange Commission regarding the offering and sale of 15.344 million American Depositary Shares by the Underwriters at the offer price. It is expected that these ADSs will be placed to not less than six placees. The offering price is US$26.65 per American Depositary Share. Assuming all outstanding American Depositary Shares are fully subscribed, the net proceeds will be approximately US$397 million.</p><p>5、<a href=\"https://laohu8.com/S/RRN.UK\">Rolls-Royce</a>Sales in 2022 continued to break a century-old record, with customized services driving users to spend generously.</p><p>Under the German BMW Group<a href=\"https://laohu8.com/S/DLX\">luxury</a>Car brands<a href=\"https://laohu8.com/S/RR..UK\">Rolls-Royce</a>Rolls-Royce announced on Monday that its 2022 sales figures continued to set records since the company was founded, while the customized services it provides to customers also pushed the average unit price per vehicle to an unprecedented high.</p><p>Data shows that Rolls-Royce delivered a total of 6,021 vehicles last year, an 8% increase from 5,586 vehicles in 2021. Although sales in mainland China and Hong Kong declined by a single-digit percentage, rising demand in the North American market still drove the century-old car brand to break delivery records. Regionally, the Americas accounted for one-third of total 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 US stocks, causing a sharp decline! Tesla rebounded 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 US stocks, causing a sharp decline! Tesla rebounded 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>Abstract: ① Federal Reserve officials poured cold water on US stocks, causing the Dow Jones Industrial Average to plummet, falling 0.34%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rebounded nearly 6%; ② Natural gas prices in Europe and the United States surged, with US gas rising by more than 11% at one point, and gold hitting an eight-month high; ③<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The plan is to abandon it 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 US stocks as they rose and then fell back, with only the Nasdaq closing higher and Tesla rising nearly 6%.</p><p>On Monday, January 9, the market continued to digest the signs of peaking and cooling inflation shown in the US December non-farm payrolls data last Friday, and risk appetite rebounded. U.S. stocks opened higher and continued to rise, but their gains narrowed significantly after two Federal Reserve officials successively indicated that the benchmark interest rate might exceed 5%. This trend accelerated at the close, and the Dow Jones Industrial Average and the S&P 500 eventually turned lower. At the close of trading, the Nasdaq rose 0.63%, the S&P 500 fell 0.08%, and the Dow Jones Industrial Average fell 0.34%.</p><p>Most large technology stocks rose.<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Apple rose more than 1%.<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>A slight increase;<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Meta fell slightly. Tesla shares rose nearly 6% after a company representative stated that Tesla is offering discounts of up to S$10,000 to buyers in Singapore who trade in their gasoline-powered vehicles for new ones. Lululemon lowered its fourth-quarter gross margin forecast, causing its stock price to plummet by nearly 10%.</p><p>2. Popular Chinese concept stocks showed mixed results.<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>It rose 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 shares rose more than 2%.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>A slight increase.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It fell more than 5%.<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>It fell more than 3%.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It fell more than 2%.<a href=\"https://laohu8.com/S/JD\">JD.com</a>It fell more than 1%.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>It fell slightly.</p><p>3. Major European stock indices rose across the board, with the German DAX30 index rising 1.25%.</p><p>Major European stock indices closed higher across the board on Monday, with Germany's DAX 30 up 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 price gains narrowed significantly in late trading, with US crude rising as much as 4% during the session, while European and American natural gas prices surged.</p><p>WTI crude oil futures for February delivery closed up $0.86, or 1.16%, at $74.63 a barrel, reaching a high of nearly $3 during the day and briefly breaking through $76, reaching its highest level since January 4. Brent crude futures for March delivery closed up $1.08, or 1.37%, at $79.65 a barrel. The intraday high was $2.79, or 3.6%, before briefly breaking through $81 and recovering more than half of the losses since January 4.</p><p>The European benchmark TTF Dutch natural gas futures rose more than 7% in late trading, approaching a daily high of 75.5 euros per megawatt-hour. ICE UK gas prices rose more than 10%, hitting a new daily high of 188.5 pence per kilocalorie. NYMEX U.S. February natural gas futures rose more than 11% intraday, briefly breaking through $4, before closing up 5.39% at $3.9100 per million British thermal units.</p><p>5. New York gold futures closed 0.4% higher on Monday, hitting a new high since early May.</p><p>On Monday, gold futures for February delivery on the New York Mercantile Exchange rose $8.10, or 0.4%, to settle at $1,877.80 an ounce. Based on the most active contract, the futures hit a new closing high since May 6.</p><p>Macro News</p><p>1. Federal Reserve's Daley: Inflation is more persistent than expected; peak interest rates above 5% are reasonable.</p><p>On Monday, Eastern Time, San Francisco Federal Reserve President Daly told 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 a 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. Latest New York Fed survey: Consumers expect US inflation to continue to slow next year.</p><p>Consumer survey data released by the New York Federal Reserve on Monday (Eastern Time) showed that U.S. consumers expect short-term inflationary pressures to continue to ease and are expected to significantly reduce spending, although they anticipate continued income growth.</p><p>The survey, conducted last December, showed that respondents expect inflation to fall to 5% a year from now, down 0.2% from November and the lowest level since July 2021. Federal Reserve officials believe that public expectations about the future course of price pressures have a significant impact on the current course of price pressures.</p><p>3. One month after the price cap was implemented, the price of Russia's flagship crude oil was 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, far below the cap set by the G7.</p><p>To limit Russia's revenue from oil, the G7, the EU, and Australia have decided to cap the price of Russian seaborne oil at $60 per barrel, effective December 5, 2022. The EU's restrictions on Russian oil also took effect, with the EU officially banning the import of Russian crude oil starting December 5 last year.</p><p>According to data from Argus Media, an independent energy pricing and market analysis firm, Russian Ural crude oil was priced at $37.80 per barrel at the Baltic port of Primorsk last Friday, while the global benchmark Brent crude oil closed at $78.57 per barrel that day.</p><p>4. The Swiss National Bank, which made heavy purchases globally to suppress the strengthening of its currency, suffered a record loss of $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 recorded a huge loss of 132 billion Swiss francs (approximately US$143 billion) in 2022. The figures released on Monday also marked the bank's largest annual loss since its founding in 1906, paling in comparison to the previous record (a loss of 23 billion Swiss francs in 2015). In 2021, the Swiss National Bank recorded a total profit of 26 billion Swiss francs.</p><p>It is not difficult to see from the announcements from just a few banks that the Swiss National Bank's huge losses are related to the massive turmoil in global financial markets in 2022. Of the total losses of 132 billion Swiss francs, 131 billion came from foreign bonds and stocks held by the Swiss National Bank, and another 1 billion came from domestic asset holdings. The only asset the Swiss National Bank made a profit last year was its thousands of tons of gold, which increased its value by a net 400 million Swiss francs.</p><p>5. German Finance Minister accused of concealing political and business ties; Berlin prosecutors launch assessment into investigation.</p><p>German Finance Minister Christian Lindner has once again become the focus of German public opinion in recent days: he was criticized for recording an anniversary message to the bank that provided him with loans without disclosing his interests, and prosecutors said on Monday they would launch a procedural assessment.</p><p>Unlike during the Merkel era, the current Scholz government in Germany is actually a joint formation of the Social Democratic Party, the Green Party, and the Free Democratic Party. Lindner himself has been the leader of the Liberal Democratic Party for the past decade.</p><p>Russia-Ukraine situation</p><p>1. German government spokesperson: Germany currently has no intention of supplying Leopard 2 tanks to Ukraine.</p><p>German Federal Government spokesman Hebestreit said on the 9th local time that despite recent pressure from some Green Party and Free Democratic Party politicians, the federal government \"currently has no intention of providing Ukraine with Leopard 2 main battle tanks.\" Hebestreit stated that Germany still hopes the Russia-Ukraine conflict can end as soon as possible, while denying that Germany's provision of Weasel infantry fighting vehicles and Patriot air defense systems to Ukraine could lead to an escalation of the conflict.</p><p>2. Western military aid to Ukraine continues to increase: Britain and Germany consider providing main battle tanks.</p><p>According to British media reports on Monday (January 9), for the first time since the outbreak of the Russia-Ukraine conflict, Britain is considering the possibility of providing Ukraine with British Army Challenger 2 main battle tanks. Sources indicate that the UK may provide Ukraine with approximately 10 Challenger 2 tanks, and negotiations have been ongoing for weeks without a final decision.</p><p>3. Russia claims to have destroyed Ukrainian equipment; Ukraine claims to have struck areas where Russian personnel are concentrated.</p><p>The Russian Ministry of Defense announced on the 9th local time that Russian forces destroyed Ukrainian military equipment in Kupyansk and other places. Ukraine stated that its forces struck several areas where Russian personnel were concentrated.</p><p>Company News</p><p>1. Apple plans to abandon it by 2025.<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>chip</p><p>Apple plans to abandon the use of chips from Broadcom in the United States by 2025 and instead use its own chips. Apple is trying to integrate components such as modems, WiFi chips, and Bluetooth, hoping to begin replacing them as early as 2024.<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Modem chip.</p><p>2. Moderna is considering setting the commercial price of its COVID-19 vaccine at $130, which is much higher than the U.S. purchase price.</p><p>Moderna stated that the company is considering pricing its COVID-19 vaccine in the U.S. between $110 and $130 per dose, at which point it will shift from government-contracted distribution to commercial distribution. This price range and<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Last October, it stated that it was considering a COVID-19 vaccine to be developed in collaboration with BioNTech, with 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>Employees are required to work four days a week at the company.</p><p>Disney CEO Robert Iger told employees adopting a hybrid work model on Monday that they will have to return to the company office four days a week starting March 1. Iger wrote: “Over the past few months, I’ve been meeting with teams across the company, which has reminded me of the immense value of working with colleagues. As you’ve heard me say many times, creativity is at the heart and soul of us and everything we do at Disney. And in a creative business like ours, nothing can replace the ability to connect, observe, and create with colleagues, which comes from the actual process of getting along, nor the opportunity to gain professional development 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 it has entered into an equity underwriting and note exchange agreement with an 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 to purchase outstanding December 2026 notes with a total principal amount of US$385 million from certain noteholders through private discussions. On January 9, 2023, the Company filed a provisional registration statement and preliminary prospectus supplement on Form F-3 with the U.S. Securities and Exchange Commission regarding the offering and sale of 15.344 million American Depositary Shares by the Underwriters at the offer price. It is expected that these ADSs will be placed to not less than six placees. The offering price is US$26.65 per American Depositary Share. Assuming all outstanding American Depositary Shares are fully subscribed, the net proceeds will be approximately US$397 million.</p><p>5、<a href=\"https://laohu8.com/S/RRN.UK\">Rolls-Royce</a>Sales in 2022 continued to break a century-old record, with customized services driving users to spend generously.</p><p>Under the German BMW Group<a href=\"https://laohu8.com/S/DLX\">luxury</a>Car brands<a href=\"https://laohu8.com/S/RR..UK\">Rolls-Royce</a>Rolls-Royce announced on Monday that its 2022 sales figures continued to set records since the company was founded, while the customized services it provides to customers also pushed the average unit price per vehicle to an unprecedented high.</p><p>Data shows that Rolls-Royce delivered a total of 6,021 vehicles last year, an 8% increase from 5,586 vehicles in 2021. Although sales in mainland China and Hong Kong declined by a single-digit percentage, rising demand in the North American market still drove the century-old car brand to break delivery records. Regionally, the Americas accounted for one-third of total 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":{"09618":"京东集团-SW","HSI":"恒生指数",".IXIC":"NASDAQ Composite"},"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":{"09618":0.9,".IXIC":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":6980,"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":[],"title":"","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 Options Orders | Total Options Trading Volume Surges! Tesla options trading exceeded 5.2 million, 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 in the options market was 49,549,732 contracts, an increase of 45.17% from the previous trading day and significantly higher than the 90-day average, of which call options accounted for 52%. Major tech stocks rebounded collectively on Friday, while options trading volume also saw a significant increase. Tesla traded 5.223 million contracts, more than double the 90-day average trading volume and a new high in nearly a year; Apple traded 1.805 million contracts, and Amazon traded 1.508 million contracts.<b>I. Market Overview (January 6)</b></p><p>On Friday (January 6), with the release of the pre-market 12-month non-farm payroll data, the market finally reached a consensus on the signal of slowing inflation after a brief period of hesitation and fluctuation. The three major indices subsequently surged, with the S&P 500 rising 2.28% on Friday and 1.45% for the week. The Nasdaq rose 2.56%, up 0.98% for the week; The Dow Jones Industrial Average rose 2.13%, up 1.46% for the week.</p><p>The total trading volume in the options market was 49,549,732 contracts, an increase of 45.17% compared to the previous trading day (34,131,397 contracts), and higher than the 90-day average trading volume (39,210,781 contracts), of which call options accounted for 52%.</p><p><b>II. Top 10 Options Trading Volume</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 remains the top choice for investors, with 9.794 million options contracts traded on Friday, an increase of 30.48% from the previous trading day, of which call options accounted for 44.2%.</p><p>Major tech stocks rebounded collectively on Friday, while options trading volume also saw a significant increase.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>5.223 million contracts were traded, more than double the 90-day average trading volume and reaching a new high in nearly a 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 sales volume over the past year, data source: Market Chameleon</span></p><p><b>III. Abnormal Movement</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\">American Telephone and Telegraph</a>It rose for four consecutive trading days last week, with a cumulative increase of over 6% last week; On Friday, 272,900 options contracts were traded, more than six times the 90-day average. Among them, the $18 strike price call option expiring on January 20, 2023, had a particularly high 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, with a cumulative increase of over 7% last week; On Friday, 486,300 options contracts were traded, more than eight times the 90-day average. Among them, the $40 strike price call option expiring on January 20, 2023, had a particularly high 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 Options Orders | Total Options Trading Volume Surges! Tesla options trading exceeded 5.2 million, 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 Options Orders | Total Options Trading Volume Surges! Tesla options trading exceeded 5.2 million, 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 in the options market was 49,549,732 contracts, an increase of 45.17% from the previous trading day and significantly higher than the 90-day average, of which call options accounted for 52%. Major tech stocks rebounded collectively on Friday, while options trading volume also saw a significant increase. Tesla traded 5.223 million contracts, more than double the 90-day average trading volume and a new high in nearly a year; Apple traded 1.805 million contracts, and Amazon traded 1.508 million contracts.<b>I. Market Overview (January 6)</b></p><p>On Friday (January 6), with the release of the pre-market 12-month non-farm payroll data, the market finally reached a consensus on the signal of slowing inflation after a brief period of hesitation and fluctuation. The three major indices subsequently surged, with the S&P 500 rising 2.28% on Friday and 1.45% for the week. The Nasdaq rose 2.56%, up 0.98% for the week; The Dow Jones Industrial Average rose 2.13%, up 1.46% for the week.</p><p>The total trading volume in the options market was 49,549,732 contracts, an increase of 45.17% compared to the previous trading day (34,131,397 contracts), and higher than the 90-day average trading volume (39,210,781 contracts), of which call options accounted for 52%.</p><p><b>II. Top 10 Options Trading Volume</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 remains the top choice for investors, with 9.794 million options contracts traded on Friday, an increase of 30.48% from the previous trading day, of which call options accounted for 44.2%.</p><p>Major tech stocks rebounded collectively on Friday, while options trading volume also saw a significant increase.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>5.223 million contracts were traded, more than double the 90-day average trading volume and reaching a new high in nearly a 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 sales volume over the past year, data source: Market Chameleon</span></p><p><b>III. Abnormal Movement</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\">American Telephone and Telegraph</a>It rose for four consecutive trading days last week, with a cumulative increase of over 6% last week; On Friday, 272,900 options contracts were traded, more than six times the 90-day average. Among them, the $18 strike price call option expiring on January 20, 2023, had a particularly high 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, with a cumulative increase of over 7% last week; On Friday, 486,300 options contracts were traded, more than eight times the 90-day average. Among them, the $40 strike price call option expiring on January 20, 2023, had a particularly high 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":{"QQQ":"纳指100ETF","SPY":"标普500ETF","T":"At&T","TSLA":"特斯拉","VZ":"Verizon Comms","AAPL":"苹果","AMZN":"亚马逊"},"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,"SPY":0.9,"TSLA":0.9,"VZ":0.9,"QQQ":0.9,"AMZN":0.9,"T":0.9}},"isVote":1,"tweetType":1,"viewCount":7562,"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":[],"title":"","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":"hk","language":"zh","title":"Opinion | Jack Ma is no longer the actual controller of Ant Group, and voting rights have decreased 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: Analysis | Ant Group makes another big move, with Jack Ma stepping down as actual controller! On January 7, Ant Group released the \"Announcement on Continuously Improving Corporate Governance\". The core content of this announcement is that Ant Group's major shareholders and related beneficiaries intend to adjust the upper structure of Ant Group's shareholders. The core of this adjustment is the change in the voting rights of Ant Group's major shareholders, from Jack Ma and his concerted parties jointly exercising their voting rights to 10 natural persons, including Ant Group's management, employee representatives and founder Jack Ma, exercising their voting rights independently. After this adjustment,...</p><p><a href=\"https://mp.weixin.qq.com/s/0VEjmFi-sCBljtgeygTsNQ\">Web page link</a></div></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>Opinion | Jack Ma is no longer the actual controller of Ant Group, and voting rights have decreased 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\">\nOpinion | Jack Ma is no longer the actual controller of Ant Group, and voting rights have decreased 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: Analysis | Ant Group makes another big move, with Jack Ma stepping down as actual controller! On January 7, Ant Group released the \"Announcement on Continuously Improving Corporate Governance\". The core content of this announcement is that Ant Group's major shareholders and related beneficiaries intend to adjust the upper structure of Ant Group's shareholders. The core of this adjustment is the change in the voting rights of Ant Group's major shareholders, from Jack Ma and his concerted parties jointly exercising their voting rights to 10 natural persons, including Ant Group's management, employee representatives and founder Jack Ma, exercising their voting rights independently. After this adjustment,...</p><p><a href=\"https://mp.weixin.qq.com/s/0VEjmFi-sCBljtgeygTsNQ\">Web page 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":{"LU0173614495.USD":"富达中国焦点A","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4531":"中概回港概念","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU0228659784.USD":"施罗德金砖四国基金","BK4526":"热门中概股","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4585":"ETF&股票定投概念","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","BK4534":"瑞士信贷持仓","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4503":"景林资产持仓","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4575":"芯片概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","BK4558":"双十一","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0052750758.USD":"富兰克林中国基金A Acc","BK1586":"云计算","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","BK4504":"桥水持仓","LU0084288322.USD":"Natixis Asia Equity RD USD","BK1584":"蚂蚁金服概念","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","BK1142":"互联网与直销零售","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","BABA":"阿里巴巴","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","09988":"阿里巴巴-W","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","BK1588":"回港中概股","LU0048580855.USD":"富达大中华区A","BK4524":"宅经济概念","BK4581":"高盛持仓","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC"},"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":6918,"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":[],"title":"","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 | Ant Group Grows, Alibaba 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 Group, but history was rewritten at this moment.</p><p>On January 7, Ant Group released an announcement on its official website regarding the continuous improvement of corporate governance. This announcement has three key points, the most eye-catching of which is that Ant Group's major shareholders and related beneficiaries plan to adjust the upper structure of Ant Group's shareholders. The core of the adjustment is the change in the voting rights of Ant Group's major shareholders.</p><p>The most significant focus after the adjustment is undoubtedly that Jack Ma, a lifetime partner and founder of Alibaba, is no longer the actual controller of Ant Group. Ant Group is growing bigger and bigger, and the figures of its founders and the old Alibaba startup team are slowly fading into the distance.<b>Although Alibaba remains a major shareholder of Ant Group, it no longer has absolute management rights over Ant Group. Ant Group and Alibaba are now two separate companies in every sense.</b></p><p>In fact, since the suspension of its IPO, Ant Group has been making rectifications, and various news has been circulating during this period: on the business side, it has severed the connection between Alipay and Huabei, and between Jiebei and other financial products; In terms of management structure, the introduction of more independent directors, the management no longer serving as Alibaba partners, and the approval of Ant Consumer Finance's capital increase plan... every single step points to compliance in line with regulatory trends, as well as the transparency and effectiveness of corporate governance.</p><p>Is Ant Group's efforts to gradually move towards compliance and transparency paving the way for an IPO?</p><p><b>Jack Ma \"retires\"</b></p><p>The core of Ant Group's recent shareholder restructuring is the change in the voting rights of major shareholders: from Jack Ma and his concerted parties jointly exercising their voting rights, to 10 natural persons, including Ant Group's management, employee representatives, and founder Jack Ma, exercising their voting rights independently.</p><p>Specifically, Jack Ma and his concerted parties Jing Xiandong, Hu Xiaoming and Jiang Fang have signed an agreement to terminate their concerted action relationship at the Hangzhou Yunbo level.</p><p><b>What exactly is a \"concerted action relationship\"?</b></p><p>Public information shows that prior to 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's shareholders' meeting and matters related to the exercise of Ant Group's shareholder rights, thereby indirectly controlling the voting rights of 53.46% of Ant Group's shares.</p><p>A senior legal professional told 36Kr,<b>Essentially, a concerted action agreement is an agreement to control the rights of various shareholders. \"Concerted actors\" are usually nominee holders of shares/equity; although the shares belong to them, control is in the hands of others.</b>。</p><p>In the case of Ant Group, Alibaba and Ant Group founder Jack Ma can use this agreement to get other shareholders/equity nominees to agree to any of their proposals. In short, Jack Ma himself has always been the actual controller of Ant Group.</p><p>Following this adjustment, Ant Group's major shareholders will exercise their voting rights independently and will not act in concert with each other, and there will no longer be any situation where any direct or indirect shareholder has single or joint control over Ant Group.</p><p>Meanwhile, Ant Group's major shareholders, Hangzhou Junhan and Hangzhou Jun'ao, were spun off from being controlled by the same general partner (Hangzhou Yunbo) to being controlled by two different general partner companies (Hangzhou Yunbo and Hangzhou Xingtao). 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 have changed from Jack Ma and his concerted parties to a combination of Ant Group's 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>Ant Group's equity structure before this adjustment (Image source: Ant Group's official website)</p><p><img src=\"https://static.tigerbbs.com/b57934cbae83ae34ca40e030424ae549\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Ant Group's equity structure after this adjustment (Image source: Ant Group's official website)</p><p>In its announcement, Ant Group stated that after the completion of this adjustment, there will no longer be any situation where direct or indirect shareholders have single or joint control over Ant Group: \"Ant Group's voting rights are more transparent and decentralized, which is a further optimization of the corporate governance structure and will promote the sustainable 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 reduced his voting rights in Ant Group in an effort to further optimize the company's governance structure. The founder's magnanimity in relinquishing actual control of the company, making voting rights more transparent and decentralized, and making Ant Group's decision-making power truly \"transparent,\" makes it hard not to believe that this is a significant boost to the IPO.</p><p><b>With more than half of the independent director seats, the \"Alibaba flavor\" has weakened.</b></p><p>The announcement stated that since 2021, Ant Group has continuously improved its corporate governance level. Currently, four of the eight directors on the board of directors include independent directors, and six special committees have been established. Building on this, it plans to introduce a fifth independent director to achieve a majority of independent director seats on the board of directors, while the \"Alibaba flavor\" has subtly retreated.</p><p>Since the beginning of this year, the introduction of independent directors has been a key focus of Ant Group's management restructuring. The independent director system is an important system in modern corporate governance, and it is crucial for the transparency of board governance and the use of power.</p><p>On June 1, 2022, Ant Group updated its board team information on its official website, appointing two new women, Yang Xiaolei and Shi Meilun, as independent directors.</p><p>Of the two female independent directors, Shi Meilun has attracted more attention. In Hong Kong, Laura Cha rose to the top of the Hong Kong Securities and Futures Commission as early as the 1990s and was known as the \"Iron Lady\" in the financial circles of both countries. On the mainland, she is the first vice-ministerial-level official hired from Hong Kong since the reform and opening up: the vice chairman of the China Securities Regulatory Commission.</p><p>Shi Meilun's latest position is Chairman of the Hong Kong Stock Exchange, changing from a regulatory position at the Hong Kong Securities and Futures Commission to the head of the Hong Kong Stock Exchange. On the one hand, Laura Cha has been connecting the financial and industrial sectors of Hong Kong and the mainland, adhering to strict financial regulations, striving to promote compliance and integration with international capital markets for mainland companies to list in Hong Kong, and actively consolidating Hong Kong's status as a financial center. Laura Cha has said many times that Hong Kong's financial market is a bridge connecting the mainland and the world. Her vision is highly consistent with the \"significance\" of Ant Group's IPO.</p><p>Ant Group introduced more independent directors to make its board structure more transparent.</p><p>In June 2022, Ant Group's board structure changed. In the past, Ant Group's board of directors consisted of: three executive directors: Jing Xiandong, Hu Xiaoming, and Ni Xingjun; three non-executive directors: Joseph Tsai, Cheng Li, and Jiang Fang; and three independent directors: Hao Quan, Hu Zuliu, and Huang Yiping.</p><p>The new board of directors consists of two directors: Jing Xiandong and Ni Xingjun, two non-executive directors: Joseph Tsai 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, an Alibaba partner who has stepped down as CEO, has also stepped down as executive director, and Jiang Fang, one of the \"eighteen Arhats\" of Alibaba's entrepreneurial pioneers, has stepped down as non-executive director. Today, relevant management members of Ant Group are no longer partners of Alibaba, and their isolation from shareholder Alibaba Group has been strengthened. Alibaba's subtle retreat within the Ant Group system was interpreted by Ant Group as further enhancing the transparency and effectiveness of corporate governance.</p><p>In the future, Ant Group's number of independent directors will increase from the current four to five, making them the majority on the board of directors. This will amplify the role of independent directors in balancing and supervising, which will help the board of directors perform its duties more independently and also point to the \"transparency\" of the company's decision-making.</p><p>\"Compliance\" has also been further emphasized within Ant Group's management team. In July 2021, Ant Group announced a new 15-person management team. Compared to the previous 20-person team, it added CCO (Chief Compliance Officer) Li Chen, Vice President in charge of Ant Group's Strategic Development Department Yin Ming (former life insurance executive), and Vice President in charge of the Comprehensive Security Business Group Zhao Wenbiao. The position of Chief Compliance Officer (CCO) did not exist in the original team.</p><p>\"Transparency\" and \"compliance\" are both important prerequisites for Ant Group's return to the IPO path. The new Ant Group needs more people with \"compliance\" attributes and backgrounds to stand on the board of directors and management to showcase Ant Group's new look to the outside world.</p><p>The world has changed. Fintech, a concept that was once hot in the capital market and entrepreneurship, has now faded. Looking at the world, the valuation, financing, and IPO of fintech companies have all become difficult problems.</p><p>In May 2022, Swedish startup Klarna Bank AB's new round of financing cooled down, with its valuation shrinking from $46 billion a year earlier to $30 billion. Shares of US fintech company Affirm plummeted; Bolt, a Silicon Valley unicorn focused on payments, online investment advisory, and other businesses, has been reported to be laying off employees.</p><p>From policy support, endorsed by countless heavyweight shareholders, making it highly sought after, and a star company with multiple benefits endorsed by its powerful parent company Alibaba, to suspending its IPO overnight, and then gradually changing itself, Ant Group's fate seems extremely special, yet extremely universal: the business world is always unpredictable and unpredictable.</p><p>Ant Group's active restructuring of its board of directors, the introduction of independent directors, the separation from Alibaba, and even the relinquishment of actual control by founder Jack Ma are all clear signals: will reestablishing the organizational structure meet the requirements for applying for a financial holding company license? Does this mean that Ant Group is preparing to restart its IPO?</p><p>The fate of Ant Group will be one of the most crucial regulatory indicators for the entire internet industry in 2023.</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 | Ant Group Grows, Alibaba 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 | Ant Group Grows, Alibaba 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 Group, but history was rewritten at this moment.</p><p>On January 7, Ant Group released an announcement on its official website regarding the continuous improvement of corporate governance. This announcement has three key points, the most eye-catching of which is that Ant Group's major shareholders and related beneficiaries plan to adjust the upper structure of Ant Group's shareholders. The core of the adjustment is the change in the voting rights of Ant Group's major shareholders.</p><p>The most significant focus after the adjustment is undoubtedly that Jack Ma, a lifetime partner and founder of Alibaba, is no longer the actual controller of Ant Group. Ant Group is growing bigger and bigger, and the figures of its founders and the old Alibaba startup team are slowly fading into the distance.<b>Although Alibaba remains a major shareholder of Ant Group, it no longer has absolute management rights over Ant Group. Ant Group and Alibaba are now two separate companies in every sense.</b></p><p>In fact, since the suspension of its IPO, Ant Group has been making rectifications, and various news has been circulating during this period: on the business side, it has severed the connection between Alipay and Huabei, and between Jiebei and other financial products; In terms of management structure, the introduction of more independent directors, the management no longer serving as Alibaba partners, and the approval of Ant Consumer Finance's capital increase plan... every single step points to compliance in line with regulatory trends, as well as the transparency and effectiveness of corporate governance.</p><p>Is Ant Group's efforts to gradually move towards compliance and transparency paving the way for an IPO?</p><p><b>Jack Ma \"retires\"</b></p><p>The core of Ant Group's recent shareholder restructuring is the change in the voting rights of major shareholders: from Jack Ma and his concerted parties jointly exercising their voting rights, to 10 natural persons, including Ant Group's management, employee representatives, and founder Jack Ma, exercising their voting rights independently.</p><p>Specifically, Jack Ma and his concerted parties Jing Xiandong, Hu Xiaoming and Jiang Fang have signed an agreement to terminate their concerted action relationship at the Hangzhou Yunbo level.</p><p><b>What exactly is a \"concerted action relationship\"?</b></p><p>Public information shows that prior to 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's shareholders' meeting and matters related to the exercise of Ant Group's shareholder rights, thereby indirectly controlling the voting rights of 53.46% of Ant Group's shares.</p><p>A senior legal professional told 36Kr,<b>Essentially, a concerted action agreement is an agreement to control the rights of various shareholders. \"Concerted actors\" are usually nominee holders of shares/equity; although the shares belong to them, control is in the hands of others.</b>。</p><p>In the case of Ant Group, Alibaba and Ant Group founder Jack Ma can use this agreement to get other shareholders/equity nominees to agree to any of their proposals. In short, Jack Ma himself has always been the actual controller of Ant Group.</p><p>Following this adjustment, Ant Group's major shareholders will exercise their voting rights independently and will not act in concert with each other, and there will no longer be any situation where any direct or indirect shareholder has single or joint control over Ant Group.</p><p>Meanwhile, Ant Group's major shareholders, Hangzhou Junhan and Hangzhou Jun'ao, were spun off from being controlled by the same general partner (Hangzhou Yunbo) to being controlled by two different general partner companies (Hangzhou Yunbo and Hangzhou Xingtao). 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 have changed from Jack Ma and his concerted parties to a combination of Ant Group's 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>Ant Group's equity structure before this adjustment (Image source: Ant Group's official website)</p><p><img src=\"https://static.tigerbbs.com/b57934cbae83ae34ca40e030424ae549\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Ant Group's equity structure after this adjustment (Image source: Ant Group's official website)</p><p>In its announcement, Ant Group stated that after the completion of this adjustment, there will no longer be any situation where direct or indirect shareholders have single or joint control over Ant Group: \"Ant Group's voting rights are more transparent and decentralized, which is a further optimization of the corporate governance structure and will promote the sustainable 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 reduced his voting rights in Ant Group in an effort to further optimize the company's governance structure. The founder's magnanimity in relinquishing actual control of the company, making voting rights more transparent and decentralized, and making Ant Group's decision-making power truly \"transparent,\" makes it hard not to believe that this is a significant boost to the IPO.</p><p><b>With more than half of the independent director seats, the \"Alibaba flavor\" has weakened.</b></p><p>The announcement stated that since 2021, Ant Group has continuously improved its corporate governance level. Currently, four of the eight directors on the board of directors include independent directors, and six special committees have been established. Building on this, it plans to introduce a fifth independent director to achieve a majority of independent director seats on the board of directors, while the \"Alibaba flavor\" has subtly retreated.</p><p>Since the beginning of this year, the introduction of independent directors has been a key focus of Ant Group's management restructuring. The independent director system is an important system in modern corporate governance, and it is crucial for the transparency of board governance and the use of power.</p><p>On June 1, 2022, Ant Group updated its board team information on its official website, appointing two new women, Yang Xiaolei and Shi Meilun, as independent directors.</p><p>Of the two female independent directors, Shi Meilun has attracted more attention. In Hong Kong, Laura Cha rose to the top of the Hong Kong Securities and Futures Commission as early as the 1990s and was known as the \"Iron Lady\" in the financial circles of both countries. On the mainland, she is the first vice-ministerial-level official hired from Hong Kong since the reform and opening up: the vice chairman of the China Securities Regulatory Commission.</p><p>Shi Meilun's latest position is Chairman of the Hong Kong Stock Exchange, changing from a regulatory position at the Hong Kong Securities and Futures Commission to the head of the Hong Kong Stock Exchange. On the one hand, Laura Cha has been connecting the financial and industrial sectors of Hong Kong and the mainland, adhering to strict financial regulations, striving to promote compliance and integration with international capital markets for mainland companies to list in Hong Kong, and actively consolidating Hong Kong's status as a financial center. Laura Cha has said many times that Hong Kong's financial market is a bridge connecting the mainland and the world. Her vision is highly consistent with the \"significance\" of Ant Group's IPO.</p><p>Ant Group introduced more independent directors to make its board structure more transparent.</p><p>In June 2022, Ant Group's board structure changed. In the past, Ant Group's board of directors consisted of: three executive directors: Jing Xiandong, Hu Xiaoming, and Ni Xingjun; three non-executive directors: Joseph Tsai, Cheng Li, and Jiang Fang; and three independent directors: Hao Quan, Hu Zuliu, and Huang Yiping.</p><p>The new board of directors consists of two directors: Jing Xiandong and Ni Xingjun, two non-executive directors: Joseph Tsai 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, an Alibaba partner who has stepped down as CEO, has also stepped down as executive director, and Jiang Fang, one of the \"eighteen Arhats\" of Alibaba's entrepreneurial pioneers, has stepped down as non-executive director. Today, relevant management members of Ant Group are no longer partners of Alibaba, and their isolation from shareholder Alibaba Group has been strengthened. Alibaba's subtle retreat within the Ant Group system was interpreted by Ant Group as further enhancing the transparency and effectiveness of corporate governance.</p><p>In the future, Ant Group's number of independent directors will increase from the current four to five, making them the majority on the board of directors. This will amplify the role of independent directors in balancing and supervising, which will help the board of directors perform its duties more independently and also point to the \"transparency\" of the company's decision-making.</p><p>\"Compliance\" has also been further emphasized within Ant Group's management team. In July 2021, Ant Group announced a new 15-person management team. Compared to the previous 20-person team, it added CCO (Chief Compliance Officer) Li Chen, Vice President in charge of Ant Group's Strategic Development Department Yin Ming (former life insurance executive), and Vice President in charge of the Comprehensive Security Business Group Zhao Wenbiao. The position of Chief Compliance Officer (CCO) did not exist in the original team.</p><p>\"Transparency\" and \"compliance\" are both important prerequisites for Ant Group's return to the IPO path. The new Ant Group needs more people with \"compliance\" attributes and backgrounds to stand on the board of directors and management to showcase Ant Group's new look to the outside world.</p><p>The world has changed. Fintech, a concept that was once hot in the capital market and entrepreneurship, has now faded. Looking at the world, the valuation, financing, and IPO of fintech companies have all become difficult problems.</p><p>In May 2022, Swedish startup Klarna Bank AB's new round of financing cooled down, with its valuation shrinking from $46 billion a year earlier to $30 billion. Shares of US fintech company Affirm plummeted; Bolt, a Silicon Valley unicorn focused on payments, online investment advisory, and other businesses, has been reported to be laying off employees.</p><p>From policy support, endorsed by countless heavyweight shareholders, making it highly sought after, and a star company with multiple benefits endorsed by its powerful parent company Alibaba, to suspending its IPO overnight, and then gradually changing itself, Ant Group's fate seems extremely special, yet extremely universal: the business world is always unpredictable and unpredictable.</p><p>Ant Group's active restructuring of its board of directors, the introduction of independent directors, the separation from Alibaba, and even the relinquishment of actual control by founder Jack Ma are all clear signals: will reestablishing the organizational structure meet the requirements for applying for a financial holding company license? Does this mean that Ant Group is preparing to restart its IPO?</p><p>The fate of Ant Group will be one of the most crucial regulatory indicators for the entire internet industry in 2023.</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":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"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":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":6799,"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":[],"title":"","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 Options Orders | An \"Opportunity\" That Fell Out? Call options to \"buy the dip\" on Salesforce 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>Abstract: On Monday, December 5th, the total trading volume in the options market reached 37,081,256 contracts, of which call options accounted for 55%. Some call options \"target\" declining stocks.<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Can a \"rebound mode\" be initiated?</b><b>MARKET OVERVIEW</b></p><p>On Monday, December 5 (Eastern Time), U.S. stocks closed lower, with the Nasdaq down 1.93%, the S&P 500 down 1.79%, and the Dow Jones Industrial Average down 1.4%. Among them, the Nasdaq and S&P 500 both suffered their biggest single-day declines since November 10.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Amazon,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Major tech stocks across the board declined, and most popular Chinese concept stocks fell.<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>It fell by more than 5%.</p><p>The total trading volume in the options market reached 37,081,256 contracts, of which call options accounted for 55%.</p><p>The S&P 500 ETF-SPY options traded 9.117 million contracts, of which put options accounted for 52%.</p><p><b>II. Top 10 Options Trading Volume</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 remains the top choice for investors, with 9.117 million options contracts traded. Put options outperformed 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. In terms of news: On December 5th, there were reports that due to insufficient demand,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The Shanghai factory will voluntarily reduce production by 20%. In response, a Tesla China representative called it \"false information.\"</p><p>1.6 million Tesla options contracts were traded, with call options accounting for 56% of all options trading. The call option with a strike price of $190 expiring on December 9, 2022, saw particularly high trading volume, 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, with call options accounting for 62% of all options trading. The call option with a strike price of $95 expiring on December 9, 2022, saw particularly high trading volume, with 40,856 contracts traded.<span style=\"color:rgba(99,19,12,1);\"><b>This means that in the options market, investors are starting to \"bet\" that there will be a 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>III. Abnormal Movement</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. Trading volume for call options expiring on December 9, 2022 with a strike price of $5 was particularly high, 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 resigned one after another.<b>Salesforce</b>It fell more than 7% on Monday to $133.93. In terms of news: Salesforce experienced another senior management change on Monday. Stuart Butterfield, founder and CEO of the company's communications app Slack, announced that he will leave the company next month, along with Slack's executives in charge of product, marketing, and brand. Just last week, Salesforce co-CEO Brent Taylor also announced that he would be leaving the company next month, but Butterfield stated that his departure had nothing to do with Taylor.</p><p><b>Salesforce</b>The call option with a strike price of $150 expiring on December 9, 2022, saw particularly high trading volume, with 29,892 contracts traded.<span style=\"color:rgba(78,16,11,1);\"><b>This means that in the options market, investors are starting to \"bet\" that there will be a 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 Automotive</a></b>The market opened higher but closed lower on Monday, with particularly high trading volume of 18,395 put options expiring on December 9, 2022, with an exercise price of $11.</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. The call option with a strike price of $190 expiring on December 9, 2022, saw particularly high trading volume, 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 Options Orders | An \"Opportunity\" That Fell Out? Call options to \"buy the dip\" on Salesforce 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 Options Orders | An \"Opportunity\" That Fell Out? Call options to \"buy the dip\" on Salesforce 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>Abstract: On Monday, December 5th, the total trading volume in the options market reached 37,081,256 contracts, of which call options accounted for 55%. Some call options \"target\" declining stocks.<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Can a \"rebound mode\" be initiated?</b><b>MARKET OVERVIEW</b></p><p>On Monday, December 5 (Eastern Time), U.S. stocks closed lower, with the Nasdaq down 1.93%, the S&P 500 down 1.79%, and the Dow Jones Industrial Average down 1.4%. Among them, the Nasdaq and S&P 500 both suffered their biggest single-day declines since November 10.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Amazon,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Major tech stocks across the board declined, and most popular Chinese concept stocks fell.<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>It fell by more than 5%.</p><p>The total trading volume in the options market reached 37,081,256 contracts, of which call options accounted for 55%.</p><p>The S&P 500 ETF-SPY options traded 9.117 million contracts, of which put options accounted for 52%.</p><p><b>II. Top 10 Options Trading Volume</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 remains the top choice for investors, with 9.117 million options contracts traded. Put options outperformed 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. In terms of news: On December 5th, there were reports that due to insufficient demand,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The Shanghai factory will voluntarily reduce production by 20%. In response, a Tesla China representative called it \"false information.\"</p><p>1.6 million Tesla options contracts were traded, with call options accounting for 56% of all options trading. The call option with a strike price of $190 expiring on December 9, 2022, saw particularly high trading volume, 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, with call options accounting for 62% of all options trading. The call option with a strike price of $95 expiring on December 9, 2022, saw particularly high trading volume, with 40,856 contracts traded.<span style=\"color:rgba(99,19,12,1);\"><b>This means that in the options market, investors are starting to \"bet\" that there will be a 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>III. Abnormal Movement</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. Trading volume for call options expiring on December 9, 2022 with a strike price of $5 was particularly high, 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 resigned one after another.<b>Salesforce</b>It fell more than 7% on Monday to $133.93. In terms of news: Salesforce experienced another senior management change on Monday. Stuart Butterfield, founder and CEO of the company's communications app Slack, announced that he will leave the company next month, along with Slack's executives in charge of product, marketing, and brand. Just last week, Salesforce co-CEO Brent Taylor also announced that he would be leaving the company next month, but Butterfield stated that his departure had nothing to do with Taylor.</p><p><b>Salesforce</b>The call option with a strike price of $150 expiring on December 9, 2022, saw particularly high trading volume, with 29,892 contracts traded.<span style=\"color:rgba(78,16,11,1);\"><b>This means that in the options market, investors are starting to \"bet\" that there will be a 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 Automotive</a></b>The market opened higher but closed lower on Monday, with particularly high trading volume of 18,395 put options expiring on December 9, 2022, with an exercise price of $11.</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. The call option with a strike price of $190 expiring on December 9, 2022, saw particularly high trading volume, 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":{"TSLA":"特斯拉","LU0082616367.USD":"摩根大通美国科技A(dist)","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","QQQ":"纳指100ETF","XPEV":"小鹏集团","BK4505":"高瓴资本持仓","SPY":"标普500ETF","CRM":"赛富时","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BA":"波音","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4548":"巴美列捷福持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4524":"宅经济概念","BK4527":"明星科技股","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","TLRY":"Tilray Inc.","AMZN":"亚马逊","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4503":"景林资产持仓","BK4122":"互联网与直销零售"},"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":{"AMZN":0.9,"CRM":0.9,"QQQ":0.9,"TLRY":0.9,"BA":0.9,"TSLA":0.9,"SPY":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":7352,"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":[],"title":"","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 completely absorbed! A good opportunity is coming for chip stocks on the left side.","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 six months in advance, which coincides with the end of the third quarter of this year. This may be an important reason why \"stock market gurus\" seize the opportunity to build positions. Last week, Warren Buffett's company...<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway's latest 13F holdings report shows that the institution added new positions in chip manufacturing giants in the third quarter.<a href=\"https://laohu8.com/S/TSM\">TSMC</a>The company holds approximately 60.06 million shares, with a market value of $4.1 billion, accounting for 1.39% of its portfolio, ranking tenth among the top holdings of the Oracle of Omaha.</p><p>Following the release of Berkshire Hathaway's 13F holdings report, TSMC's stock price rose by more than 10% as of yesterday. Market observers believe that if this new position was personally led by Buffett, then the most important reasons for his position in TSMC may lie in the following two points: first, to control pricing power; and second, to control the company's costs. As the undisputed leader in global chip manufacturing, TSMC undoubtedly meets these two business characteristics. At the same time, these two points are also important criteria for the \"Oracle of Omaha\" to judge when selecting stock targets over the years.</p><p>Looking at the broader US chip sector, some analysts believe that the Philadelphia Semiconductor Index, which can be called the \"global chip stock benchmark,\" has already priced in, or even overpriced, pessimistic macroeconomic and industry expectations. Therefore, as long as there is positive news, an oversold rebound is possible at any time. The index covers<a href=\"https://laohu8.com/S/ASML\">Asma</a>TSMC,<a href=\"https://laohu8.com/S/AMAT\">Application materials</a>and<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The performance 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 to the S&P 500, the broader U.S. stock market, the Philadelphia Semiconductor Index, which covers the world's top chip companies, is far more cyclical than the S&P 500. It often reaches its peak before the broader market and experiences a far greater market sell-off during industry downturns than the broader market during 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 noted that the Philadelphia Semiconductor Index has fallen by as much as 33% since the beginning of this year, including the three major PC chip giants:<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 by nearly 50%. However, since its temporary low on October 13, the Philadelphia Semiconductor Index has rebounded by more than 23%, mainly driven by the rebound wave triggered by the cooling of inflation expectations in November, with constituent stocks such as Nvidia also performing relatively well.</p><p>Most investors agree with the above view: the Philadelphia Semiconductor Index has priced in, or even overpriced, pessimistic expectations—valuation collapses, shrinking industry demand, and surging inventories caused by the Federal Reserve's aggressive rate hike and high inflation.</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 often prices fundamentals at least six months in advance, which may be one of the important reasons why the \"Oracle of Omaha\" seized the opportunity to buy TSMC.</p><p><b>The inventory peak is gradually forming, and a recovery cycle is expected to begin in the second half of 2023.</b></p><p><b>After analyzing inventory outlook and market expectations, this article concludes that the chip industry is expected to enter a passive destocking mode in Q3 2023, and is expected to shift from passive destocking to active inventory replenishment in Q4 2023, thereby achieving a simultaneous increase in volume and price, and another round of upward trend in the industry's prosperity will begin.</b></p><p><b>According to the model calculated in this paper, Q2 2023 is the time when the pace of passive destocking will slow down marginally. Historical data shows that the market often starts pricing six months in advance, which corresponds to the end of the third quarter of this year. This may be an important reason why \"stock market gurus\" seize the opportunity to build positions. Therefore, for some investors who focus on early positioning, this can be considered the time when the marginal recovery effect begins to emerge, which is a good time to buy at the bottom.</b></p><p>According to the global chip industry inventory expectation index previously released by market research institutions, industry inventory will reach a phased high level in Q4 2022, corresponding to the proactive destocking phase in the inventory cycle, during which inventory often peaks 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 levels released by Statistics Korea, it is even clearer that inventory is on an upward trend in Q3. The Q4 data has not yet been released, but it is expected to form the peak of the inventory arc. South Korea has<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>South Korea's chip product inventory reflects the global chip inventory trend, given that SK Hynix is two of the world's leading chip manufacturers, and the country's economic development model is mainly export-oriented.</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 occur? As a leading chip manufacturer, TSMC supports top Fabless chip companies (such as AMD, NVIDIA, and Qualcomm) and consumer electronics companies that outsource manufacturing, such as...<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Once companies have a thorough understanding of their inventory levels, TSMC's outlook on product inventory can basically reflect the trend of product inventory in the entire chip industry, and historical data has repeatedly proven this.</p><p>During its Q3 earnings call, TSMC management predicted that chip industry inventories could peak as early as the third quarter of this year, or they could peak or begin to decline in the fourth quarter, which would bring some pain to the entire supply chain. Most importantly, management believes that the proactive adjustment period for product inventory will end in the first half of 2023.</p><p>Wall Street's outlook on industry inventory is similar to TSMC's. Wall Street<a href=\"https://laohu8.com/S/FISI\">Financial institutions</a><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>The second half of 2023 is expected to be a crucial time for the semiconductor industry to begin its recovery cycle. \"We expect the semiconductor cycle to recover in the second half of 2023 and recommend buying high-quality stocks on dips now. TSMC is our top pick,\" the agency said in a report released in October. And described TSMC as a \"driver of future technologies\".</p><p>The agency also predicts that the worst 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, while stock prices often bottom out before the inventory cycle reaches a turning point.</p><p><b>The recent recovery cycle of review’s chip industry shows that it generally takes about six quarters to go from proactively reducing inventory to proactively replenishing inventory. Based on the above data, this article provides the following outlook for chip product inventory: Passive inventory reduction will begin in Q3 2023, and Q4 2023 is expected to shift from passive inventory reduction to active inventory replenishment, marking the beginning of another upward trend in the industry's prosperity.</b></p><p><img src=\"https://static.tigerbbs.com/1fadf15b6ce70201073cf20003762393\" tg-width=\"554\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p><b>Positive news has arrived, pessimistic expectations are gradually being digested, and the market has priced in a fundamental inflection point in advance.</b></p><p><b>According to forecasts from multiple authoritative institutions, the chip industry boom is expected to continue in 2023. However, unlike the industry boom triggered by PC equipment in the first half of 2021-2022 due to the COVID-19 outbreak, next year, especially the second half of next year, will be driven by demand from the automotive industry and enterprise servers.<a href=\"https://laohu8.com/S/F\">Ford</a>、<a href=\"https://laohu8.com/S/GM\">general motors</a>The ambitious electric vehicle transformation plans of traditional automakers, including Volkswagen and BMW, will also support the sales prospects of automotive chips such as analog chips and MCUs.</b></p><p><b>This article concludes through analysis that the second half of 2023 may be the time for a new round of substantial recovery in the fundamentals of the chip industry. However, easing US inflation expectations, coupled with Buffett's latest announcement of a new position in TSMC, catalyzed market sentiment and a rebound in the Philadelphia Semiconductor Index, causing the overall industry stock price upward trend that should have started at the end of the year or early next year to begin ahead of schedule. The market's pessimistic expectations are gradually being digested—specifically, the market has basically digested the pessimistic scenario of Q3 and Q1 next year. Analysts' optimism about the industry is showing a marginal rise, and the market has already priced in the industry's fundamental inflection point in advance.</b></p><p>Chips are an important underlying hardware for the future transformation of various industries around the world towards digital and intelligent business models, as well as for humanity to realize the Internet of Everything in the future. Therefore, the overall demand for chips is unlikely to shrink sharply in the future. According to forecasts from several authoritative market research institutions, the overall market size growth rate of the industry in 2023 may not reach the high growth level of 2022, but it will still be in a positive growth and prosperity situation. Market research firm IDC predicts that the chip market, which includes memory chip manufacturers and IDM+Fabless manufacturers, will grow by approximately 6% in 2023 compared to 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 Semiconductor Trade Statistics Organization (WSTS), the global semiconductor market size is expected to grow by 13.9% by 2022 and another 4.6% by 2023. Among them, the main growth areas are concentrated in analog chips, logic chips and MCU chips. The biggest contributors to these markets have been automakers in recent years, while the growth rate of memory chips, which are mainly concentrated in the consumer electronics field such as PCs, has slowed 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, namely that the main areas driving the recovery of the chip industry in 2023 will be concentrated in the demand for automotive chips and enterprise chips. In a high-interest-rate environment, coupled with the Federal Reserve's shrinking balance sheet withdrawal of liquidity, the booming demand for consumer electronics is unlikely to continue. However, against the backdrop of the global trend towards intelligent electric vehicles and enterprise cloud transformation, demand for automotive chips and enterprise server chips will remain strong.</p><p><img src=\"https://static.tigerbbs.com/af27c5feefc6551c724ebed4612090a9\" tg-width=\"592\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/></p><p>Logic chips have a wide range of applications, such as PCs, smartphones, and enterprise servers. It is a market consensus that consumer electronics demand will be weak next year, while enterprise demand for logic chips will remain strong. This can be seen from the optimistic outlook for server chips from Nvidia and AMD. At its quarterly earnings conference, AMD predicted that the growth of the server market and the strong demand for customized chips will help boost AMD's future performance. In this area, AMD's market share has risen from less than 1% to double digits. Intel CEO Pat Gelsinger said he expects demand in the server processor field to remain strong and fierce competition to continue.</p><p>It is understood that in recent years, automobiles have accounted for the highest proportion of MCUs and analog chips among different downstream products, followed by industrial applications, and the same applies to sensor and power chips. according to<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>According to forecasts, global light vehicle production will show a steady upward trend until 2025. Volkswagen, the world's leading automaker, expects the shortage of automotive chips to continue until at least 2023. Therefore, the trend of both volume and price increases in automotive chips 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>Based on the above outlook on the inventory cycle, this article infers that the second half of 2023 will be a key time for the chip industry to usher in a new round of substantial recovery in its fundamentals. Therefore, for some investors who focus on early positioning, this can be described as the time when the marginal effect begins to emerge, which is a good time to \"buy the dip\".</b></p><p><b>Perhaps this is one of the important reasons why the \"Oracle of Omaha\" seized the opportunity to buy TSMC. According to the model calculated in this article, Q2 2023 is the time when passive destocking will slow down marginally. The market often sets prices six months in advance, which may be one of the reasons why the \"Oracle of Omaha\" seized the opportunity to build positions in the third quarter.</b></p><p>Market expectation data compiled by market research firm Yardeni shows that although analysts' \"profitability-based confidence index\" for the IT sector in the S&P 500 is still significantly lower than in 2022, IT has recently shown a very obvious marginal improvement trend. This is basically consistent with this article's outlook for the industry's recovery in the second half of 2023 due to the inventory cycle—that is, the market has begun to price in recovery expectations in the second half of 2023.</p><p>The S&P 500 IT sector includes core constituents of the Philadelphia Semiconductor Index, such as Nvidia, AMD, and Intel, and accounts for the majority of the weight. Analysts' marginal recovery in expectations for the IT sector means that they are equally optimistic about expectations for IT hardware sectors such as chips.</p><p><img src=\"https://static.tigerbbs.com/33fd83e9b68e56cde11dbb90649cf0eb\" tg-width=\"832\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/></p><p><b>Disturbing factors that still require vigilance</b></p><p><b>Judging from the current situation, chip stocks are still in a left-leaning range and tend to be in a bottoming-out phase. The current rebound in the Philadelphia Semiconductor Index is mainly due to market expectations that the chip industry will reach a turning point in its recovery next year, and the index generally begins to recover six months in advance. Cooling inflation expectations, rising market expectations of a dovish shift by the Federal Reserve, and the announcement of Buffett's position in TSMC have further forced the rebound of the benchmark index to be brought forward.</b></p><p>However, it is worth noting that, given the Federal Reserve's aggressive rate hike cycle, if the US economy falls into what the NBER defines as a \"deep recession\" next year, corporate profits will face a significant negative impact. Chip industry giants may signal \"destocking\" and \"performance falling short of expectations.\" At that time, market expectations for destocking in H1 and industry recovery in H2 next year will also face revisions, and the Philadelphia Semiconductor Index may adjust again.</p><p>combine<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>According to the outlook of major Wall Street banks for the US economy, a full-blown recession in the US next year is still a low probability. Goldman Sachs economists predict that the probability of a recession in the US in the next 12 months is only 35%.</p><p>In addition, if the upcoming US inflation data remains pessimistic, market expectations for the Federal Reserve's \"dovish shift\" may cool significantly, at which point the Philadelphia Semiconductor Index will also face adjustments. However, the adjustment under this disturbing factor may not be too large, and it may even be difficult to break through the previous low. This is mainly because after the Federal Reserve officials made several hawkish speeches, the market has largely priced in the expectation of a rate hike of 5%-5.25%. Unless rate hike expectations rise substantially (currently the market's rate hike expectation is between 4.75%-5.25%) - that is, expectations rise to above 5.25%, it is unlikely that the index will experience another sharp drop due to rate hike factors.</p><p>Thus, for investors,<b>In addition to focusing on the inflection point of industry fundamentals, the performance of key companies and the market's expectations for the Federal Reserve's rate hike are two very key 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 completely absorbed! A good opportunity is coming for chip stocks on the left side.</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 completely absorbed! A good opportunity is coming for chip stocks on the left side.\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 six months in advance, which coincides with the end of the third quarter of this year. This may be an important reason why \"stock market gurus\" seize the opportunity to build positions. Last week, Warren Buffett's company...<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway's latest 13F holdings report shows that the institution added new positions in chip manufacturing giants in the third quarter.<a href=\"https://laohu8.com/S/TSM\">TSMC</a>The company holds approximately 60.06 million shares, with a market value of $4.1 billion, accounting for 1.39% of its portfolio, ranking tenth among the top holdings of the Oracle of Omaha.</p><p>Following the release of Berkshire Hathaway's 13F holdings report, TSMC's stock price rose by more than 10% as of yesterday. Market observers believe that if this new position was personally led by Buffett, then the most important reasons for his position in TSMC may lie in the following two points: first, to control pricing power; and second, to control the company's costs. As the undisputed leader in global chip manufacturing, TSMC undoubtedly meets these two business characteristics. At the same time, these two points are also important criteria for the \"Oracle of Omaha\" to judge when selecting stock targets over the years.</p><p>Looking at the broader US chip sector, some analysts believe that the Philadelphia Semiconductor Index, which can be called the \"global chip stock benchmark,\" has already priced in, or even overpriced, pessimistic macroeconomic and industry expectations. Therefore, as long as there is positive news, an oversold rebound is possible at any time. The index covers<a href=\"https://laohu8.com/S/ASML\">Asma</a>TSMC,<a href=\"https://laohu8.com/S/AMAT\">Application materials</a>and<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The performance 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 to the S&P 500, the broader U.S. stock market, the Philadelphia Semiconductor Index, which covers the world's top chip companies, is far more cyclical than the S&P 500. It often reaches its peak before the broader market and experiences a far greater market sell-off during industry downturns than the broader market during 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 noted that the Philadelphia Semiconductor Index has fallen by as much as 33% since the beginning of this year, including the three major PC chip giants:<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 by nearly 50%. However, since its temporary low on October 13, the Philadelphia Semiconductor Index has rebounded by more than 23%, mainly driven by the rebound wave triggered by the cooling of inflation expectations in November, with constituent stocks such as Nvidia also performing relatively well.</p><p>Most investors agree with the above view: the Philadelphia Semiconductor Index has priced in, or even overpriced, pessimistic expectations—valuation collapses, shrinking industry demand, and surging inventories caused by the Federal Reserve's aggressive rate hike and high inflation.</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 often prices fundamentals at least six months in advance, which may be one of the important reasons why the \"Oracle of Omaha\" seized the opportunity to buy TSMC.</p><p><b>The inventory peak is gradually forming, and a recovery cycle is expected to begin in the second half of 2023.</b></p><p><b>After analyzing inventory outlook and market expectations, this article concludes that the chip industry is expected to enter a passive destocking mode in Q3 2023, and is expected to shift from passive destocking to active inventory replenishment in Q4 2023, thereby achieving a simultaneous increase in volume and price, and another round of upward trend in the industry's prosperity will begin.</b></p><p><b>According to the model calculated in this paper, Q2 2023 is the time when the pace of passive destocking will slow down marginally. Historical data shows that the market often starts pricing six months in advance, which corresponds to the end of the third quarter of this year. This may be an important reason why \"stock market gurus\" seize the opportunity to build positions. Therefore, for some investors who focus on early positioning, this can be considered the time when the marginal recovery effect begins to emerge, which is a good time to buy at the bottom.</b></p><p>According to the global chip industry inventory expectation index previously released by market research institutions, industry inventory will reach a phased high level in Q4 2022, corresponding to the proactive destocking phase in the inventory cycle, during which inventory often peaks 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 levels released by Statistics Korea, it is even clearer that inventory is on an upward trend in Q3. The Q4 data has not yet been released, but it is expected to form the peak of the inventory arc. South Korea has<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>South Korea's chip product inventory reflects the global chip inventory trend, given that SK Hynix is two of the world's leading chip manufacturers, and the country's economic development model is mainly export-oriented.</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 occur? As a leading chip manufacturer, TSMC supports top Fabless chip companies (such as AMD, NVIDIA, and Qualcomm) and consumer electronics companies that outsource manufacturing, such as...<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Once companies have a thorough understanding of their inventory levels, TSMC's outlook on product inventory can basically reflect the trend of product inventory in the entire chip industry, and historical data has repeatedly proven this.</p><p>During its Q3 earnings call, TSMC management predicted that chip industry inventories could peak as early as the third quarter of this year, or they could peak or begin to decline in the fourth quarter, which would bring some pain to the entire supply chain. Most importantly, management believes that the proactive adjustment period for product inventory will end in the first half of 2023.</p><p>Wall Street's outlook on industry inventory is similar to TSMC's. Wall Street<a href=\"https://laohu8.com/S/FISI\">Financial institutions</a><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>The second half of 2023 is expected to be a crucial time for the semiconductor industry to begin its recovery cycle. \"We expect the semiconductor cycle to recover in the second half of 2023 and recommend buying high-quality stocks on dips now. TSMC is our top pick,\" the agency said in a report released in October. And described TSMC as a \"driver of future technologies\".</p><p>The agency also predicts that the worst 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, while stock prices often bottom out before the inventory cycle reaches a turning point.</p><p><b>The recent recovery cycle of review’s chip industry shows that it generally takes about six quarters to go from proactively reducing inventory to proactively replenishing inventory. Based on the above data, this article provides the following outlook for chip product inventory: Passive inventory reduction will begin in Q3 2023, and Q4 2023 is expected to shift from passive inventory reduction to active inventory replenishment, marking the beginning of another upward trend in the industry's prosperity.</b></p><p><img src=\"https://static.tigerbbs.com/1fadf15b6ce70201073cf20003762393\" tg-width=\"554\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p><b>Positive news has arrived, pessimistic expectations are gradually being digested, and the market has priced in a fundamental inflection point in advance.</b></p><p><b>According to forecasts from multiple authoritative institutions, the chip industry boom is expected to continue in 2023. However, unlike the industry boom triggered by PC equipment in the first half of 2021-2022 due to the COVID-19 outbreak, next year, especially the second half of next year, will be driven by demand from the automotive industry and enterprise servers.<a href=\"https://laohu8.com/S/F\">Ford</a>、<a href=\"https://laohu8.com/S/GM\">general motors</a>The ambitious electric vehicle transformation plans of traditional automakers, including Volkswagen and BMW, will also support the sales prospects of automotive chips such as analog chips and MCUs.</b></p><p><b>This article concludes through analysis that the second half of 2023 may be the time for a new round of substantial recovery in the fundamentals of the chip industry. However, easing US inflation expectations, coupled with Buffett's latest announcement of a new position in TSMC, catalyzed market sentiment and a rebound in the Philadelphia Semiconductor Index, causing the overall industry stock price upward trend that should have started at the end of the year or early next year to begin ahead of schedule. The market's pessimistic expectations are gradually being digested—specifically, the market has basically digested the pessimistic scenario of Q3 and Q1 next year. Analysts' optimism about the industry is showing a marginal rise, and the market has already priced in the industry's fundamental inflection point in advance.</b></p><p>Chips are an important underlying hardware for the future transformation of various industries around the world towards digital and intelligent business models, as well as for humanity to realize the Internet of Everything in the future. Therefore, the overall demand for chips is unlikely to shrink sharply in the future. According to forecasts from several authoritative market research institutions, the overall market size growth rate of the industry in 2023 may not reach the high growth level of 2022, but it will still be in a positive growth and prosperity situation. Market research firm IDC predicts that the chip market, which includes memory chip manufacturers and IDM+Fabless manufacturers, will grow by approximately 6% in 2023 compared to 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 Semiconductor Trade Statistics Organization (WSTS), the global semiconductor market size is expected to grow by 13.9% by 2022 and another 4.6% by 2023. Among them, the main growth areas are concentrated in analog chips, logic chips and MCU chips. The biggest contributors to these markets have been automakers in recent years, while the growth rate of memory chips, which are mainly concentrated in the consumer electronics field such as PCs, has slowed 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, namely that the main areas driving the recovery of the chip industry in 2023 will be concentrated in the demand for automotive chips and enterprise chips. In a high-interest-rate environment, coupled with the Federal Reserve's shrinking balance sheet withdrawal of liquidity, the booming demand for consumer electronics is unlikely to continue. However, against the backdrop of the global trend towards intelligent electric vehicles and enterprise cloud transformation, demand for automotive chips and enterprise server chips will remain strong.</p><p><img src=\"https://static.tigerbbs.com/af27c5feefc6551c724ebed4612090a9\" tg-width=\"592\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/></p><p>Logic chips have a wide range of applications, such as PCs, smartphones, and enterprise servers. It is a market consensus that consumer electronics demand will be weak next year, while enterprise demand for logic chips will remain strong. This can be seen from the optimistic outlook for server chips from Nvidia and AMD. At its quarterly earnings conference, AMD predicted that the growth of the server market and the strong demand for customized chips will help boost AMD's future performance. In this area, AMD's market share has risen from less than 1% to double digits. Intel CEO Pat Gelsinger said he expects demand in the server processor field to remain strong and fierce competition to continue.</p><p>It is understood that in recent years, automobiles have accounted for the highest proportion of MCUs and analog chips among different downstream products, followed by industrial applications, and the same applies to sensor and power chips. according to<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>According to forecasts, global light vehicle production will show a steady upward trend until 2025. Volkswagen, the world's leading automaker, expects the shortage of automotive chips to continue until at least 2023. Therefore, the trend of both volume and price increases in automotive chips 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>Based on the above outlook on the inventory cycle, this article infers that the second half of 2023 will be a key time for the chip industry to usher in a new round of substantial recovery in its fundamentals. Therefore, for some investors who focus on early positioning, this can be described as the time when the marginal effect begins to emerge, which is a good time to \"buy the dip\".</b></p><p><b>Perhaps this is one of the important reasons why the \"Oracle of Omaha\" seized the opportunity to buy TSMC. According to the model calculated in this article, Q2 2023 is the time when passive destocking will slow down marginally. The market often sets prices six months in advance, which may be one of the reasons why the \"Oracle of Omaha\" seized the opportunity to build positions in the third quarter.</b></p><p>Market expectation data compiled by market research firm Yardeni shows that although analysts' \"profitability-based confidence index\" for the IT sector in the S&P 500 is still significantly lower than in 2022, IT has recently shown a very obvious marginal improvement trend. This is basically consistent with this article's outlook for the industry's recovery in the second half of 2023 due to the inventory cycle—that is, the market has begun to price in recovery expectations in the second half of 2023.</p><p>The S&P 500 IT sector includes core constituents of the Philadelphia Semiconductor Index, such as Nvidia, AMD, and Intel, and accounts for the majority of the weight. Analysts' marginal recovery in expectations for the IT sector means that they are equally optimistic about expectations for IT hardware sectors such as chips.</p><p><img src=\"https://static.tigerbbs.com/33fd83e9b68e56cde11dbb90649cf0eb\" tg-width=\"832\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/></p><p><b>Disturbing factors that still require vigilance</b></p><p><b>Judging from the current situation, chip stocks are still in a left-leaning range and tend to be in a bottoming-out phase. The current rebound in the Philadelphia Semiconductor Index is mainly due to market expectations that the chip industry will reach a turning point in its recovery next year, and the index generally begins to recover six months in advance. Cooling inflation expectations, rising market expectations of a dovish shift by the Federal Reserve, and the announcement of Buffett's position in TSMC have further forced the rebound of the benchmark index to be brought forward.</b></p><p>However, it is worth noting that, given the Federal Reserve's aggressive rate hike cycle, if the US economy falls into what the NBER defines as a \"deep recession\" next year, corporate profits will face a significant negative impact. Chip industry giants may signal \"destocking\" and \"performance falling short of expectations.\" At that time, market expectations for destocking in H1 and industry recovery in H2 next year will also face revisions, and the Philadelphia Semiconductor Index may adjust again.</p><p>combine<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>According to the outlook of major Wall Street banks for the US economy, a full-blown recession in the US next year is still a low probability. Goldman Sachs economists predict that the probability of a recession in the US in the next 12 months is only 35%.</p><p>In addition, if the upcoming US inflation data remains pessimistic, market expectations for the Federal Reserve's \"dovish shift\" may cool significantly, at which point the Philadelphia Semiconductor Index will also face adjustments. However, the adjustment under this disturbing factor may not be too large, and it may even be difficult to break through the previous low. This is mainly because after the Federal Reserve officials made several hawkish speeches, the market has largely priced in the expectation of a rate hike of 5%-5.25%. Unless rate hike expectations rise substantially (currently the market's rate hike expectation is between 4.75%-5.25%) - that is, expectations rise to above 5.25%, it is unlikely that the index will experience another sharp drop due to rate hike factors.</p><p>Thus, for investors,<b>In addition to focusing on the inflection point of industry fundamentals, the performance of key companies and the market's expectations for the Federal Reserve's rate hike are two very key 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":{"INTC":"英特尔","NVDA":"英伟达","AMD":"美国超微公司","ASML":"阿斯麦","TSM":"台积电"},"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":{"ASML":0.9,"INTC":0.9,"NVDA":0.9,"AMD":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":6580,"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":[],"title":"","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":"hk","language":"zh","title":"Reminder: Starting November 6th, the US will enter winter time, and US stocks will open one hour later.","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>Daylight Saving Time in the United States in 2022 will begin at 02:00 AM local time (15:00 Beijing time) on November 6, 2022, and end at 02:00 AM local time (15:00 Beijing time) on March 12, 2023. At that time, the regular trading hours of the U.S. stock market will be delayed by one hour in Beijing time, and will soon become Monday to Friday from 22:30 to 5:00 AM the following day. November 7th was the first trading day for US stocks after the start of 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>Eastern Time: 9:30-16:00 Beijing Time: 22:30-5:00 the next day</p><p><b>Pre-market trading hours</b></p><p>Eastern Time: 4:00-9:30 Beijing Time: 17:00-22:30</p><p><b>After-hours trading</b></p><p>Eastern Time: 16:00-20:00 Beijing Time: 5:00-9:00</p><p>(Note: Daylight saving time is from the first Sunday of November to the second Sunday of 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: Starting November 6th, the US will enter winter time, and US stocks will open one hour later.</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: Starting November 6th, the US will enter winter time, and US stocks will open one hour later.\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>Daylight Saving Time in the United States in 2022 will begin at 02:00 AM local time (15:00 Beijing time) on November 6, 2022, and end at 02:00 AM local time (15:00 Beijing time) on March 12, 2023. At that time, the regular trading hours of the U.S. stock market will be delayed by one hour in Beijing time, and will soon become Monday to Friday from 22:30 to 5:00 AM the following day. November 7th was the first trading day for US stocks after the start of 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>Eastern Time: 9:30-16:00 Beijing Time: 22:30-5:00 the next day</p><p><b>Pre-market trading hours</b></p><p>Eastern Time: 4:00-9:30 Beijing Time: 17:00-22:30</p><p><b>After-hours trading</b></p><p>Eastern Time: 16:00-20:00 Beijing Time: 5:00-9:00</p><p>(Note: Daylight saving time is from the first Sunday of November to the second Sunday of 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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"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":6839,"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":[],"title":"","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 shares rose more than 2% after the \"Wood Sister\" 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 21,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Cathie Wood's Ark Fund, which rose more than 2% intraday, bought another 66,190 Tesla shares on Thursday. Ark Fund last increased its holdings on October 4, when Tesla reported 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 shares rose more than 2% after the \"Wood Sister\" 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 shares rose more than 2% after the \"Wood Sister\" 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 21,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Cathie Wood's Ark Fund, which rose more than 2% intraday, bought another 66,190 Tesla shares on Thursday. Ark Fund last increased its holdings on October 4, when Tesla reported 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":6506,"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":[],"title":"","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":6239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}