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EricYow

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- EricYowEricYow
  ·2021-09-01
  ok
  @Yao6262：
  $SEMBCORP MARINE LTD(S51.SI)$what happens if I subscribe for my 1000 shares? Do I get the extra shares or what
  $SEMBCORP MARINE LTD(S51.SI)$what happens if I subscribe for my 1000 shares? Do I get the extra shares or what
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- EricYowEricYow
  ·2021-08-07
  good
  Sorry, this post has been deleted
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- EricYowEricYow
  ·2021-08-04
  good
  Liulishuo received a privatization offer from its founder at $1.13 per common share.
  8月4日，流利说宣布其董事会已收到一份初步的非约束性建议书，日期为2021年8月4日，由公司联合创始人、董事长兼首席执行官Yi Wang，联合创始人、董事兼首席技术官Zheren Hu，联合创始人、董
  Liulishuo received a privatization offer from its founder at $1.13 per common share.
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- EricYowEricYow
  ·2021-08-04
  ????
  Sorry, this post has been deleted
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- EricYowEricYow
  ·2021-08-04
  ?
  U.S. semiconductor stocks generally rose in early trading, with AMD rising over 4% to a new high.
  周三，美股半导体板块盘初普涨，AMD涨超4%续创新高，日月光半导体、联电涨2.5%，恩智浦半导体、台积电涨0.5%。
  U.S. semiconductor stocks generally rose in early trading, with AMD rising over 4% to a new high.
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- EricYowEricYow
  ·2021-08-03
  good
  Sorry, this post has been deleted
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- EricYowEricYow
  ·2021-08-03
  nice
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- EricYowEricYow
  ·2021-08-03
  nice
  Goldman Sachs interprets "Delta": The impact is limited, and it has peaked in some areas.
  高盛一直认为该变体对疫苗接种率高的国家的经济增长前景影响很小。
  Goldman Sachs interprets "Delta": The impact is limited, and it has peaked in some areas.
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21:07","market":"us","language":"zh","title":"Liulishuo received a privatization offer from its founder at $1.13 per common share.","url":"https://stock-news.laohu8.com/highlight/detail?id=2156018551","media":"智通财经","summary":"8月4日，流利说宣布其董事会已收到一份初步的非约束性建议书，日期为2021年8月4日，由公司联合创始人、董事长兼首席执行官Yi Wang，联合创始人、董事兼首席技术官Zheren Hu，联合创始人、董","content":"<p>August 4th,<a href=\"https://laohu8.com/S/LAIX\">Fluent Theory</a>The company announced that its board of directors has received a preliminary non-binding proposal dated August 4, 2021, to jointly acquire all of the company's issued ordinary shares, including Class A ordinary shares represented by the company's American Depositary Shares (ADSs) (each ADS represents one Class A ordinary share), at a proposed acquisition price of US$1.13 in cash per ordinary share.</p><p>The company expects to establish a special board committee, composed of independent directors and disinterested directors, to review letters of recommendation and proposed transactions.</p><p>Following the news, the stock rose 5.88% to $1.08 in pre-market trading as of press time.</p>","source":"highlight_zhitongcaijin","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>Liulishuo received a privatization offer from its founder at $1.13 per common share.</title>\n<style 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#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\">\nLiulishuo received a privatization offer from its founder at $1.13 per common share.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2021-08-04 21:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>August 4th,<a href=\"https://laohu8.com/S/LAIX\">Fluent Theory</a>The company announced that its board of directors has received a preliminary non-binding proposal dated August 4, 2021, to jointly acquire all of the company's issued ordinary shares, including Class A ordinary shares represented by the company's American Depositary Shares (ADSs) (each ADS represents one Class A ordinary share), at a proposed acquisition price of US$1.13 in cash per ordinary share.</p><p>The company expects to establish a special board committee, composed of independent directors and disinterested directors, to review letters of recommendation and proposed transactions.</p><p>Following the news, the stock rose 5.88% to $1.08 in pre-market trading as of press time.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/527514.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b2c89b55675953ec212b39326409f754","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/content/detail/527514.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2156018551","content_text":"8月4日，流利说宣布其董事会已收到一份初步的非约束性建议书，日期为2021年8月4日，由公司联合创始人、董事长兼首席执行官Yi Wang，联合创始人、董事兼首席技术官Zheren Hu，联合创始人、董事兼首席技术官Hui Lin以及PCIL IV Limited(以下简称买方团)共同收购公司所有已发行的普通股，包括由公司的美国存托股(ADS)代表的A类普通股(每股ADS代表一股A类普通股)，每股普通股拟定收购价为1.13美元现金。\n该公司预计将成立一个董事会特别委员会，由独立董事和无利害关系董事组成，审议建议函和拟议交易。\n受该消息影响，截至发稿，该股盘前涨5.88%，报1.08美元。","news_type":1,"symbols_score_info":{"LAIX":0.9}},"isVote":1,"tweetType":1,"viewCount":3548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890860644,"gmtCreate":1628092206488,"gmtModify":1703501166789,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585088369400415","authorIdStr":"3585088369400415"},"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/890860644","repostId":"2156102664","repostType":4,"isVote":1,"tweetType":1,"viewCount":3260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890860966,"gmtCreate":1628092184055,"gmtModify":1703501166625,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585088369400415","authorIdStr":"3585088369400415"},"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/890860966","repostId":"1154214794","repostType":4,"repost":{"id":"1154214794","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":1628085369,"share":"https://ttm.financial/m/news/1154214794?lang=en_US&edition=fundamental","pubTime":"2021-08-04 21:56","market":"us","language":"zh","title":"U.S. semiconductor stocks generally rose in early trading, with AMD rising over 4% to a new high.","url":"https://stock-news.laohu8.com/highlight/detail?id=1154214794","media":"老虎资讯综合","summary":"周三，美股半导体板块盘初普涨，AMD涨超4%续创新高，日月光半导体、联电涨2.5%，恩智浦半导体、台积电涨0.5%。","content":"<p>On Wednesday, U.S. semiconductor stocks generally rose in early trading.<a href=\"https://laohu8.com/S/AMD\">AMD</a>It rose over 4%, continuing to hit a new high.<a href=\"https://laohu8.com/S/ASX\">Sun Moon Semiconductor</a>、<a href=\"https://laohu8.com/S/UMC\">United Mobile</a>Up 2.5%<a href=\"https://laohu8.com/S/NXPI\">NXP</a>semiconductors,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>It rose 0.5%.</p><p><img src=\"https://static.tigerbbs.com/d1dcc2d93b0d500b847fc508bbf2c6ab\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. semiconductor stocks generally rose in early trading, with AMD rising over 4% to a new high.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. semiconductor stocks generally rose in early trading, with AMD rising over 4% to a new high.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-04 21:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On Wednesday, U.S. semiconductor stocks generally rose in early trading.<a href=\"https://laohu8.com/S/AMD\">AMD</a>It rose over 4%, continuing to hit a new high.<a href=\"https://laohu8.com/S/ASX\">Sun Moon Semiconductor</a>、<a href=\"https://laohu8.com/S/UMC\">United Mobile</a>Up 2.5%<a href=\"https://laohu8.com/S/NXPI\">NXP</a>semiconductors,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>It rose 0.5%.</p><p><img src=\"https://static.tigerbbs.com/d1dcc2d93b0d500b847fc508bbf2c6ab\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9035047aab1628fa23df810d4986f063","relate_stocks":{"NXPI":"恩智浦","AMD":"美国超微公司","ASX":"日月光半导体","TSM":"台积电","EWT":"台湾ETF-iShares MSCI","UMC":"联电"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154214794","content_text":"周三，美股半导体板块盘初普涨，AMD涨超4%续创新高，日月光半导体、联电涨2.5%，恩智浦半导体、台积电涨0.5%。","news_type":1,"symbols_score_info":{"ASX":0.9,"NXPI":0.9,"UMC":0.9,"EWT":0.9,"TSM":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":3423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807921858,"gmtCreate":1627997800874,"gmtModify":1703499337510,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585088369400415","authorIdStr":"3585088369400415"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807921858","repostId":"1110661815","repostType":4,"isVote":1,"tweetType":1,"viewCount":3371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807921924,"gmtCreate":1627997791768,"gmtModify":1703499339290,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585088369400415","authorIdStr":"3585088369400415"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807921924","repostId":"1110661815","repostType":4,"isVote":1,"tweetType":1,"viewCount":3067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807923666,"gmtCreate":1627997765755,"gmtModify":1703499335882,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585088369400415","authorIdStr":"3585088369400415"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/807923666","repostId":"1103757361","repostType":4,"repost":{"id":"1103757361","kind":"news","pubTimestamp":1627996100,"share":"https://ttm.financial/m/news/1103757361?lang=en_US&edition=fundamental","pubTime":"2021-08-03 21:08","market":"us","language":"zh","title":"Goldman Sachs interprets \"Delta\": The impact is limited, and it has peaked in some areas.","url":"https://stock-news.laohu8.com/highlight/detail?id=1103757361","media":"华尔街见闻","summary":"高盛一直认为该变体对疫苗接种率高的国家的经济增长前景影响很小。","content":"<p>Author: Yu Xudong</p><p>As one of the earliest international investment banks to focus on the economic impact of the Delta variant of COVID-19,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The variant has long been thought to have little impact on economic growth prospects in countries with high vaccination rates.</p><p>And now, a lot of real-world data proves this.</p><p>In its latest report, Goldman Sachs used stress tests to predict the European economy under the spread of the Delta COVID-19 variant and obtained evidence that the Delta COVID-19 variant had peaked in the Eurozone and the UK.</p><p>According to Goldman Sachs, the biggest risk factor at present is that vaccination rates in the UK and the Eurozone will not reach the higher herd immunity threshold required for the Delta COVID-19 variant (80%-85%, compared to 70% before the emergence of Delta), which could cause the variant's R0 to return to above 1 later this year.</p><p><img src=\"https://static.tigerbbs.com/da2a52b8687b2a00eac49db053729183\" tg-width=\"500\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p><p>However, Goldman Sachs also stated that some restrictions on people's behavior (such as wearing masks) may still significantly reduce R0 and curb the rapid outbreak of the epidemic.</p><p>Significant decrease in hospitalization rate?</p><p>Goldman Sachs stated that data from Europe in recent weeks has caught their attention—hospitalization rates in Europe have decreased significantly relative to the number of new confirmed cases, and high vaccination rates may explain this phenomenon.</p><p><img src=\"https://static.tigerbbs.com/987bc5dded5a506efb81ace1c34c3226\" tg-width=\"500\" tg-height=\"230\" referrerpolicy=\"no-referrer\"></p><p>Specifically, UK data shows that after vaccination rates increased, hospitalization rates across all age groups, especially the elderly, declined significantly.</p><p><img src=\"https://static.tigerbbs.com/e3822c88190b215a71f73935d4addc28\" tg-width=\"500\" tg-height=\"229\" referrerpolicy=\"no-referrer\"></p><p>In Iceland, one of the countries with the highest vaccination rates, more than 85% of the population over the age of 16 has received a full dose of the vaccine, and the country's hospitalization rate has only risen to about 10% of its historical peak. Although new confirmed cases reached a historical peak due to the country's easing of restrictions in June, the effectiveness of the vaccine has still been demonstrated.</p><p>How do consumers react?</p><p>Regarding the Delta variant of COVID-19, Goldman Sachs data shows that consumers are not interested in this highly contagious variant.</p><p>Although it was predicted that consumers would voluntarily adjust their behavior to reduce potential infection opportunities and reduce spending on services due to the resurgence of the pandemic, the data showed that the impact was minimal.</p><p>Goldman Sachs' analysis of Google retail, transport, and workplace regional data in the UK shows that while economic activity has stagnated in most regions, the decline in economic activity has been moderate in areas where new confirmed cases are growing more slowly.</p><p><img src=\"https://static.tigerbbs.com/5f1a5d1c225975e1562a345b32f9d468\" tg-width=\"500\" tg-height=\"260\" referrerpolicy=\"no-referrer\"></p><p>Even so, the slight stagnation in economic activity still led to a decline in PMIs in some regions.</p><p><img src=\"https://static.tigerbbs.com/8eb9242b3c5e15f72f0f99111e3b6de1\" tg-width=\"500\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p><p>In addition, Goldman Sachs analyzed high-frequency data on UK credit and debit card spending, indicating that household spending on low-risk categories such as staple foods continued to recover, while high-risk spending such as restaurants did not appear to be significantly affected, although the recovery levels of the two were not entirely the same.</p><p>Overall, Goldman Sachs stated that although consumer spending in the UK has slowed compared to other countries with lower new cases, the impact is minimal.</p><p>Is there a labor shortage?</p><p>Besides consumption, the market has another concern: a labor shortage caused by the isolation of infected people and close contacts.</p><p>The latest report shows that approximately 20% of store workers had to be quarantined in the week ending July 18, echoing the lower-than-expected July PMI.</p><p>How much impact does quarantine have on the macroeconomy? Data from the UK shows that only 30% of people have lost income, 50% of those in quarantine are still working (or working remotely), and most of this group is young people with low employment rates (or are receiving financial assistance, on leave, or taking part-time jobs). Therefore, the impact of rising absenteeism rates does not seem to be that significant.</p><p>It is worth noting that the data do not indicate significant differences in labor force participation rates between countries with higher and lower case numbers, and the delta variant does not significantly change this difference.</p><p><img src=\"https://static.tigerbbs.com/fbbf7b4d88c829b0f980b402a956aea9\" tg-width=\"500\" tg-height=\"240\" referrerpolicy=\"no-referrer\"></p><p>Does the Delta variant increase the risk of future lockdowns?</p><p>Looking ahead, will the spread of the Delta variant lead to a global economic lockdown again? Goldman Sachs' answer is that the overall risk is controllable.</p><p>Overall, Goldman Sachs expects the UK and the Eurozone to gradually ease the remaining economic lockdown measures, but the Eurozone will experience a delay compared to the UK.</p><p>As for the future of the pandemic, with the Delta variant as the main source of infection, Goldman Sachs believes it mainly depends on the following points:</p><p>1. First, does the infection affect consumer behavior or labor availability? Currently, its impact on economic costs is limited.</p><p>2. Secondly, will the hospitalization rate and mortality rate increase significantly? Currently, the risk is far lower than at any time since February last year.</p><p>3. Finally, will future COVID-19 variants be immune to existing vaccines? If immunity emerges in the future, it will pose the most serious risk to the economy.</p><p><img src=\"https://static.tigerbbs.com/2ec0bb5dc607262cad67cfe035d59f6b\" tg-width=\"500\" tg-height=\"272\" referrerpolicy=\"no-referrer\"></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs interprets \"Delta\": The impact is limited, and it has peaked in some areas.</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\">\nGoldman Sachs interprets \"Delta\": The impact is limited, and it has peaked in some areas.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-03 21:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Yu Xudong</p><p>As one of the earliest international investment banks to focus on the economic impact of the Delta variant of COVID-19,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The variant has long been thought to have little impact on economic growth prospects in countries with high vaccination rates.</p><p>And now, a lot of real-world data proves this.</p><p>In its latest report, Goldman Sachs used stress tests to predict the European economy under the spread of the Delta COVID-19 variant and obtained evidence that the Delta COVID-19 variant had peaked in the Eurozone and the UK.</p><p>According to Goldman Sachs, the biggest risk factor at present is that vaccination rates in the UK and the Eurozone will not reach the higher herd immunity threshold required for the Delta COVID-19 variant (80%-85%, compared to 70% before the emergence of Delta), which could cause the variant's R0 to return to above 1 later this year.</p><p><img src=\"https://static.tigerbbs.com/da2a52b8687b2a00eac49db053729183\" tg-width=\"500\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p><p>However, Goldman Sachs also stated that some restrictions on people's behavior (such as wearing masks) may still significantly reduce R0 and curb the rapid outbreak of the epidemic.</p><p>Significant decrease in hospitalization rate?</p><p>Goldman Sachs stated that data from Europe in recent weeks has caught their attention—hospitalization rates in Europe have decreased significantly relative to the number of new confirmed cases, and high vaccination rates may explain this phenomenon.</p><p><img src=\"https://static.tigerbbs.com/987bc5dded5a506efb81ace1c34c3226\" tg-width=\"500\" tg-height=\"230\" referrerpolicy=\"no-referrer\"></p><p>Specifically, UK data shows that after vaccination rates increased, hospitalization rates across all age groups, especially the elderly, declined significantly.</p><p><img src=\"https://static.tigerbbs.com/e3822c88190b215a71f73935d4addc28\" tg-width=\"500\" tg-height=\"229\" referrerpolicy=\"no-referrer\"></p><p>In Iceland, one of the countries with the highest vaccination rates, more than 85% of the population over the age of 16 has received a full dose of the vaccine, and the country's hospitalization rate has only risen to about 10% of its historical peak. Although new confirmed cases reached a historical peak due to the country's easing of restrictions in June, the effectiveness of the vaccine has still been demonstrated.</p><p>How do consumers react?</p><p>Regarding the Delta variant of COVID-19, Goldman Sachs data shows that consumers are not interested in this highly contagious variant.</p><p>Although it was predicted that consumers would voluntarily adjust their behavior to reduce potential infection opportunities and reduce spending on services due to the resurgence of the pandemic, the data showed that the impact was minimal.</p><p>Goldman Sachs' analysis of Google retail, transport, and workplace regional data in the UK shows that while economic activity has stagnated in most regions, the decline in economic activity has been moderate in areas where new confirmed cases are growing more slowly.</p><p><img src=\"https://static.tigerbbs.com/5f1a5d1c225975e1562a345b32f9d468\" tg-width=\"500\" tg-height=\"260\" referrerpolicy=\"no-referrer\"></p><p>Even so, the slight stagnation in economic activity still led to a decline in PMIs in some regions.</p><p><img src=\"https://static.tigerbbs.com/8eb9242b3c5e15f72f0f99111e3b6de1\" tg-width=\"500\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p><p>In addition, Goldman Sachs analyzed high-frequency data on UK credit and debit card spending, indicating that household spending on low-risk categories such as staple foods continued to recover, while high-risk spending such as restaurants did not appear to be significantly affected, although the recovery levels of the two were not entirely the same.</p><p>Overall, Goldman Sachs stated that although consumer spending in the UK has slowed compared to other countries with lower new cases, the impact is minimal.</p><p>Is there a labor shortage?</p><p>Besides consumption, the market has another concern: a labor shortage caused by the isolation of infected people and close contacts.</p><p>The latest report shows that approximately 20% of store workers had to be quarantined in the week ending July 18, echoing the lower-than-expected July PMI.</p><p>How much impact does quarantine have on the macroeconomy? Data from the UK shows that only 30% of people have lost income, 50% of those in quarantine are still working (or working remotely), and most of this group is young people with low employment rates (or are receiving financial assistance, on leave, or taking part-time jobs). Therefore, the impact of rising absenteeism rates does not seem to be that significant.</p><p>It is worth noting that the data do not indicate significant differences in labor force participation rates between countries with higher and lower case numbers, and the delta variant does not significantly change this difference.</p><p><img src=\"https://static.tigerbbs.com/fbbf7b4d88c829b0f980b402a956aea9\" tg-width=\"500\" tg-height=\"240\" referrerpolicy=\"no-referrer\"></p><p>Does the Delta variant increase the risk of future lockdowns?</p><p>Looking ahead, will the spread of the Delta variant lead to a global economic lockdown again? Goldman Sachs' answer is that the overall risk is controllable.</p><p>Overall, Goldman Sachs expects the UK and the Eurozone to gradually ease the remaining economic lockdown measures, but the Eurozone will experience a delay compared to the UK.</p><p>As for the future of the pandemic, with the Delta variant as the main source of infection, Goldman Sachs believes it mainly depends on the following points:</p><p>1. First, does the infection affect consumer behavior or labor availability? Currently, its impact on economic costs is limited.</p><p>2. Secondly, will the hospitalization rate and mortality rate increase significantly? Currently, the risk is far lower than at any time since February last year.</p><p>3. Finally, will future COVID-19 variants be immune to existing vaccines? If immunity emerges in the future, it will pose the most serious risk to the economy.</p><p><img src=\"https://static.tigerbbs.com/2ec0bb5dc607262cad67cfe035d59f6b\" tg-width=\"500\" tg-height=\"272\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3637044\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5e9c02eefd75f2f2ea1cc57e23434c04","relate_stocks":{"GS":"高盛"},"source_url":"https://wallstreetcn.com/articles/3637044","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1103757361","content_text":"作者：于旭东\n作为最早关注德尔塔新冠变体对经济影响的国际投行，高盛一直认为该变体对疫苗接种率高的国家的经济增长前景影响很小。\n而如今，许多真实世界的数据也证明了这一点。\n在高盛的最新报告中，高盛通过压力测试对德尔塔新冠变体蔓延下的欧洲经济作出了预测，并得到了德尔塔新冠变体在欧元区和英国达到顶峰的证据。\n根据高盛的说法，目前的最大风险因素是英国和欧元区的疫苗接种率无法达到德尔塔新冠变体所需的更高的群体免疫阈值（80%-85%，德尔塔出现前为70%），这可能让该变体的R0在今年晚些时候回到1以上。\n\n但高盛同时表示，对人们行为的一些限制（比如戴口罩）仍然可能会显著降低R0并抑制疫情的快速爆发。\n住院率显著下降？\n高盛表示，最近几周欧洲的一个数据引起了他们的注意——相对于新增确诊人数，欧洲的住院率显著降低，而疫苗的高接种率或能解释这一现象。\n\n具体来看，英国数据显示，疫苗接种率抬升后，各个年龄组尤其是老年人的住院率显著下降。\n\n在疫苗接种率最高的国家之一冰岛，超过85%的16岁以上人口接受了疫苗的全剂量注射，该国的住院率也仅上升到历史峰值的10%左右。尽管由于该国在6月放松限制导致新增确诊达到历史峰值，但依然显示出了疫苗的有效性。\n消费者如何反应？\n对于德尔塔新冠变体，高盛数据显示，消费者对这种传染率极高的变体并不感冒。\n虽然人们都预测，消费者会因为疫情的卷土重来自愿调整自己的行为以减少潜在感染机会，并减少服务业支出，但数据表明影响不大。\n高盛通过英国的Google零售、交通和工作场所区域数据分析表明，尽管在大部分地区人们的经济活动有所停滞，但在新增确诊增长较缓慢的地区，这种经济活动的降低是温和的。\n\n即便如此，经济活动的微弱停滞，依然导致了部分地区PMI的下降。\n\n此外，高盛还分析了英国信用卡和借记卡支出高频数据，表示家庭在主食等低风险类目上的支出持续复苏，且餐馆等高风险支出似乎也并未受到太大影响，尽管这两者的复苏水平不尽相同。\n总体而言，高盛表示虽然英国相对其他新增确诊较低的国家，消费者在支出上有所减缓，但影响不大。\n劳动力有所短缺？\n除了消费，市场还有一个担心，那便是感染者和密接者隔离所带来的劳动力短缺。\n最新报告显示，在截至7月18日的一周内，大约20%的商店工人不得不被隔离，这与低于预期的7月PMI相呼应。\n隔离对宏观经济的影响有多大？英国的数据表明，只有30%的人收入有损失，隔离人士中有50%的人仍在工作（或远程工作），并且这部分人群大多数都是就业率较低的年轻群体（或得到财政救助、正在休假及打短工）。因此，缺勤率上升带来的影响似乎并没有那么大。\n值得注意的是，数据并未表明病例数较高的国家和较低的国家在劳动力参与率上有显著差异，并且德尔塔变种也不能显著改变这种差异。\n\n德尔塔变体是否增加了未来封锁风险？\n对于未来，德尔塔变体的蔓延是否会让全球重新封锁经济？高盛的答案是——总体风险可控。\n在总体上，高盛预计英国和欧元区将逐步放松剩下的经济封锁措施，但欧元区相对英国会有所延迟。\n至于以德尔塔变体为主要传染源的疫情的未来，高盛认为主要取决于以下几点：\n1、首先，感染是否对消费者行为或劳动力的可用性产生影响，目前来看对经济成本的影响有限；\n2、其次，住院率和死亡率是否会显著上升，目前来看风险远低于去年2月至今的任何时候；\n3、最后，未来的新冠变种是否对现有疫苗免疫，若未来出现免疫，那将给经济带来最严重的风险。","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":5097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}