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eeth
eeth
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2023-03-17
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eeth
eeth
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2023-03-13
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This week's preview | U.S. CPI data is coming! Adobe, XPeng Motors, and others release earnings
本周(3.13-3.17)重磅财经事件及数据如下:经济数据方面,本周将发布多个重要数据,其中美国未季调CPI年率、季调后CPI月率、截至3月10日当周API和EIA原油库存变动、截至3月11日当周初请
This week's preview | U.S. CPI data is coming! Adobe, XPeng Motors, and others release earnings
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eeth
eeth
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2023-03-13
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SVB Fallout, Inflation, Retail Sales: What to Know This Week
Two key economic data points ahead of the Federal Reserve's next policy meeting will greet investors
SVB Fallout, Inflation, Retail Sales: What to Know This Week
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eeth
eeth
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2023-03-09
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Foreign media headlines | Powell leaves the draft "undecided" to accelerate the pace of interest rate hikes
美联储主席鲍威尔强调,决策层尚未就本月晚些时候加息的规模做出决定,并表示这将取决于即将出炉的就业和通胀数据。 在美联储主席鲍威尔警告可能恢复大幅升息后,美国债市对经济衰退的押注增加。 美国监管机构正在调查有关特斯拉Model Y车方向盘在使用过程中脱落的投诉。当车辆驾驶人员施加压力时,方向盘发生脱落。
Foreign media headlines | Powell leaves the draft "undecided" to accelerate the pace of interest rate hikes
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eeth
eeth
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2023-03-03
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Gates: I don't think the U.S. will ever succeed in preventing China from having powerful chips
盖茨认为,美国限制中国技术发展的努力注定要失败,美国的做法只会“迫使”中国花时间和金钱来制造自己的芯片,“美国永远无法成功阻止中国拥有强大的芯片”。英国《金融时报》3月2日刊出该媒体播客节目《拉赫曼说
Gates: I don't think the U.S. will ever succeed in preventing China from having powerful chips
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eeth
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2023-03-03
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2023-03-03
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2023-03-03
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Zhongtong thunder explosion? Short-selling institutions accused of false financial reports in the United States, and the stock price has at least 50% downside potential
做空机构Grizzly Research称,中通快递的利润率一度堪比苹果,在国家工商总局报告的利润率远低于在美报告水平,在美报低员工人数,压低人力成本,虚报资本支出,造成利润率超高假象,帮助其上市以来
Zhongtong thunder explosion? Short-selling institutions accused of false financial reports in the United States, and the stock price has at least 50% downside potential
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eeth
eeth
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2023-03-01
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eeth
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2023-03-01
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Chevron CEO: The company is not in a hurry to merge and acquire, but the possibility of oil giant integration exists
美国油气巨头雪佛龙首席执行官迈克尔·沃斯(Michael Wirth)在周二表示,西方国家的五大石油生产商之间的整合仍然有可能发生,但将面临监管层面的障碍。以石油业务为重点的美国能源巨头股价和现金水平
Chevron CEO: The company is not in a hurry to merge and acquire, but the possibility of oil giant integration exists
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07:14","market":"us","language":"zh","title":"This week's preview | U.S. CPI data is coming! Adobe, XPeng Motors, and others release earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1148015560","media":"老虎资讯综合","summary":"本周(3.13-3.17)重磅财经事件及数据如下:经济数据方面,本周将发布多个重要数据,其中美国未季调CPI年率、季调后CPI月率、截至3月10日当周API和EIA原油库存变动、截至3月11日当周初请","content":"<p><html><head></head><body>This week's (3.13-3.17) major financial events and data are as follows:</p><p>In terms of economic data, a number of important data will be released this week, including the annual rate of unseasonally adjusted CPI in the United States, the monthly rate of seasonally adjusted CPI, changes in API and EIA crude oil inventories for the week ending March 10, and initial claims for the week ending March 11 The number of unemployment benefits should be paid attention to. In terms of financial events, the IEA monthly crude oil market report, the European Central Bank's interest rate decision, the monthly report on residential sales prices in 70 large and medium-sized cities in China, and Baidu's \"Ernie Bot\" theme conference will all be released this week. In terms of financial reports, U.S. stocks FedEx, Adobe, XPeng Motor and Hong Kong stocks Ping An, Longfor Group, Li Ning, China Literature Group, etc. will announce financial reports this week.<img src=\"https://static.tigerbbs.com/618ec520caf78a2aaff48d97ddb5ad65\" tg-width=\"2096\" tg-height=\"1458\" referrerpolicy=\"no-referrer\"/><b>KEYWORDS FOR MONDAY, MARCH 13: Conference Board Job Trends Index; The Federal Reserve urgently convenes a closed meeting of the Board of Governors of the Federal Reserve System; Ping An Good Doctor, Nuohui Health Financial Report</b></p><p>On Monday, in terms of economic data, investors can pay attention to the Conference Board Employment Trend Index.</p><p>In terms of financial events, the Federal Reserve will hold an emergency private meeting of the Federal Reserve System Board of Governors. The agenda is to evaluate and decide the advance interest rate and discount rate charged by the Federal Reserve Bank.</p><p>In terms of financial reports, Hong Kong stocks<a href=\"https://laohu8.com/S/01833\">Ping An Good Doctor</a>、<a href=\"https://laohu8.com/S/06606\">Nuohui Health-B</a>Earnings will be released separately.</p><p><b>Keywords for Tuesday, March 14: US CPI data, US NFIB small business confidence index</b><img src=\"https://static.tigerbbs.com/56a2a7b255ad5f7828401a91efafea29\" tg-width=\"949\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/>On Tuesday, in terms of economic data, the market focused on a series of CPI data to be released by the United States, including the annual CPI rate without seasonally adjustment and the monthly CPI rate after seasonally adjustment.</p><p>At present, the market expects the annual CPI rate of the United States in February to be 6% without seasonally adjustment, slightly lower than the previous value of 6.4%. The monthly CPI rate in the United States in February was 0.4% after seasonally adjustment, which was also slightly lower than the previous value of 0.5%. Data released by the U.S. Bureau of Labor Statistics showed that the U.S. consumer price index (CPI) increased by 6.4% year-on-year in January. Excluding volatile energy and food prices, the core CPI rose 5.6% year-on-year that month, lower than the previous value of 5.7%. Previously, economists predicted that the consumer price index in January would rise by 6.2% year-on-year, and the core CPI would rise by 0.4% month-on-month and 5.5% year-on-year. CPI data shows the changes in the prices of goods and services paid by consumers. On March 14, the United States will release February CPI data, and investors need to focus on it.<b>Keywords for Wednesday, March 15: U.S. API and EIA crude oil inventory changes for the week; U.S. retail sales monthly rate in February; Minutes of the Bank of Japan's January monetary policy meeting; Ping An of China, ZTO Express earnings report</b><img src=\"https://static.tigerbbs.com/61e78a458a0a285bc018d945b1f0e4e8\" tg-width=\"952\" tg-height=\"1173\" referrerpolicy=\"no-referrer\"/>On Wednesday, in terms of economic data, the United States will announce changes in API and EIA crude oil inventories for the week, which is expected to affect the trend of oil prices.</p><p>U.S. API crude oil inventories decreased by 3.835 million barrels in the week ending March 2. Analysts expected a decrease of 30,800 barrels, and the previous value increased by 6.203 million barrels. In the week of March 3, U.S. EIA crude oil inventories decreased by 1.694 million barrels, expected to increase by 1.6 million barrels, and the previous value increased by 1.166 million barrels. On March 15, the United States will announce changes in API and EIA crude oil inventories for the week ending March 10, or continue to decrease. In terms of financial events, the IEA (International Energy Agency) will publish its monthly crude oil market report, and investors should pay close attention to it.</p><p>In terms of financial reports, Hong Kong stocks<a href=\"https://laohu8.com/S/02318\">China Ping An</a>、<a href=\"https://laohu8.com/S/02057\">ZTO Express-SW</a>Will report earnings.</p><p><b>Keywords for Thursday, March 16: the number of initial jobless claims in the United States for the week; ECB interest rate decisions; Baidu \"Ernie Bot\" theme conference; Adobe, Shell, Li Ning earnings reports</b><img src=\"https://static.tigerbbs.com/8cd0c2302aacd4f4202bd46f7cb53ade\" tg-width=\"952\" tg-height=\"1294\" referrerpolicy=\"no-referrer\"/>On Thursday, in terms of economic data, investors should pay close attention to the number of initial jobless claims for the week.</p><p>In terms of financial events, the European Central Bank will hold an interest rate decision.</p><p>On March 8, local time, Italian Bank Governor Visco said that he did not approve of the European Central Bank's continued rate hike and believed that its monetary policy should continue to be cautious. However, the market expects that the European Central Bank is likely to conduct rate hike in March. Judging from the current statements of major officials of the European Central Bank, the European Central Bank is likely to continue its rate hike at the monetary policy meeting in March, and a 50 basis point rate hike is already a high probability event. European Central Bank President Christine Lagarde recently told the media that core inflation in the euro zone will remain high in the short term. Therefore, it is increasingly likely that the European Central Bank will issue 50 basis points in rate hike later this month. In addition, Baidu will hold a press conference on the theme of \"Ernie Bot\".</p><p>Baidu plans to hold a press conference at its headquarters at 14:00 on March 16th, with the theme focusing on Ernie Bot. Robin Li, founder, chairman and CEO of Baidu, and Wang Haifeng, chief technology officer of Baidu, will attend. In addition, the monthly report of residential sales prices in 70 large and medium-sized cities published by the National Bureau of Statistics should also be closely monitored.</p><p>In terms of financial reports, the world's largest creative design software manufacturer<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>The financial report will be announced after the U.S. stock market closes on March 15.<a href=\"https://laohu8.com/S/BEKE\">Shells</a>The financial report will be announced before the U.S. stock market opens on March 16.</p><p>In addition, Hong Kong stocks<a href=\"https://laohu8.com/S/02331\">Li Ning</a>、<a href=\"https://laohu8.com/S/00772\">Reading Group</a>、<a href=\"https://laohu8.com/S/03606\">Fuyao Glass</a>The financial report will also be announced on the same day.</p><p><b>Keywords for Friday, March 17: University of Michigan Consumer Confidence Index; FedEx, XPeng Motor, Longfor Group Earnings</b><img src=\"https://static.tigerbbs.com/82c1948786b0c86f1a7c5cf88741b873\" tg-width=\"955\" tg-height=\"199\" referrerpolicy=\"no-referrer\"/>On Friday, in terms of economic data, the consumer confidence index of the University of Michigan will be released soon.</p><p>In terms of financial reports, \"a barometer of the U.S. economy\"<a href=\"https://laohu8.com/S/FDX\">FedEx</a>The financial report will be released after the market closes on March 16, domestic new energy vehicle brands<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Will release earnings before the market on March 17.</p><p>In addition, Hong Kong stocks<a href=\"https://laohu8.com/S/00960\">Longfor Group</a>、<a href=\"https://laohu8.com/S/01313\">CR Cement Holdings</a>The financial report will also be released on the same day.</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>This week's preview | U.S. CPI data is coming! Adobe, XPeng Motors, and others release earnings</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\">\nThis week's preview | U.S. CPI data is coming! Adobe, XPeng Motors, and others release earnings\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\">2023-03-13 07:14</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>This week's (3.13-3.17) major financial events and data are as follows:</p><p>In terms of economic data, a number of important data will be released this week, including the annual rate of unseasonally adjusted CPI in the United States, the monthly rate of seasonally adjusted CPI, changes in API and EIA crude oil inventories for the week ending March 10, and initial claims for the week ending March 11 The number of unemployment benefits should be paid attention to. In terms of financial events, the IEA monthly crude oil market report, the European Central Bank's interest rate decision, the monthly report on residential sales prices in 70 large and medium-sized cities in China, and Baidu's \"Ernie Bot\" theme conference will all be released this week. In terms of financial reports, U.S. stocks FedEx, Adobe, XPeng Motor and Hong Kong stocks Ping An, Longfor Group, Li Ning, China Literature Group, etc. will announce financial reports this week.<img src=\"https://static.tigerbbs.com/618ec520caf78a2aaff48d97ddb5ad65\" tg-width=\"2096\" tg-height=\"1458\" referrerpolicy=\"no-referrer\"/><b>KEYWORDS FOR MONDAY, MARCH 13: Conference Board Job Trends Index; The Federal Reserve urgently convenes a closed meeting of the Board of Governors of the Federal Reserve System; Ping An Good Doctor, Nuohui Health Financial Report</b></p><p>On Monday, in terms of economic data, investors can pay attention to the Conference Board Employment Trend Index.</p><p>In terms of financial events, the Federal Reserve will hold an emergency private meeting of the Federal Reserve System Board of Governors. The agenda is to evaluate and decide the advance interest rate and discount rate charged by the Federal Reserve Bank.</p><p>In terms of financial reports, Hong Kong stocks<a href=\"https://laohu8.com/S/01833\">Ping An Good Doctor</a>、<a href=\"https://laohu8.com/S/06606\">Nuohui Health-B</a>Earnings will be released separately.</p><p><b>Keywords for Tuesday, March 14: US CPI data, US NFIB small business confidence index</b><img src=\"https://static.tigerbbs.com/56a2a7b255ad5f7828401a91efafea29\" tg-width=\"949\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/>On Tuesday, in terms of economic data, the market focused on a series of CPI data to be released by the United States, including the annual CPI rate without seasonally adjustment and the monthly CPI rate after seasonally adjustment.</p><p>At present, the market expects the annual CPI rate of the United States in February to be 6% without seasonally adjustment, slightly lower than the previous value of 6.4%. The monthly CPI rate in the United States in February was 0.4% after seasonally adjustment, which was also slightly lower than the previous value of 0.5%. Data released by the U.S. Bureau of Labor Statistics showed that the U.S. consumer price index (CPI) increased by 6.4% year-on-year in January. Excluding volatile energy and food prices, the core CPI rose 5.6% year-on-year that month, lower than the previous value of 5.7%. Previously, economists predicted that the consumer price index in January would rise by 6.2% year-on-year, and the core CPI would rise by 0.4% month-on-month and 5.5% year-on-year. CPI data shows the changes in the prices of goods and services paid by consumers. On March 14, the United States will release February CPI data, and investors need to focus on it.<b>Keywords for Wednesday, March 15: U.S. API and EIA crude oil inventory changes for the week; U.S. retail sales monthly rate in February; Minutes of the Bank of Japan's January monetary policy meeting; Ping An of China, ZTO Express earnings report</b><img src=\"https://static.tigerbbs.com/61e78a458a0a285bc018d945b1f0e4e8\" tg-width=\"952\" tg-height=\"1173\" referrerpolicy=\"no-referrer\"/>On Wednesday, in terms of economic data, the United States will announce changes in API and EIA crude oil inventories for the week, which is expected to affect the trend of oil prices.</p><p>U.S. API crude oil inventories decreased by 3.835 million barrels in the week ending March 2. Analysts expected a decrease of 30,800 barrels, and the previous value increased by 6.203 million barrels. In the week of March 3, U.S. EIA crude oil inventories decreased by 1.694 million barrels, expected to increase by 1.6 million barrels, and the previous value increased by 1.166 million barrels. On March 15, the United States will announce changes in API and EIA crude oil inventories for the week ending March 10, or continue to decrease. In terms of financial events, the IEA (International Energy Agency) will publish its monthly crude oil market report, and investors should pay close attention to it.</p><p>In terms of financial reports, Hong Kong stocks<a href=\"https://laohu8.com/S/02318\">China Ping An</a>、<a href=\"https://laohu8.com/S/02057\">ZTO Express-SW</a>Will report earnings.</p><p><b>Keywords for Thursday, March 16: the number of initial jobless claims in the United States for the week; ECB interest rate decisions; Baidu \"Ernie Bot\" theme conference; Adobe, Shell, Li Ning earnings reports</b><img src=\"https://static.tigerbbs.com/8cd0c2302aacd4f4202bd46f7cb53ade\" tg-width=\"952\" tg-height=\"1294\" referrerpolicy=\"no-referrer\"/>On Thursday, in terms of economic data, investors should pay close attention to the number of initial jobless claims for the week.</p><p>In terms of financial events, the European Central Bank will hold an interest rate decision.</p><p>On March 8, local time, Italian Bank Governor Visco said that he did not approve of the European Central Bank's continued rate hike and believed that its monetary policy should continue to be cautious. However, the market expects that the European Central Bank is likely to conduct rate hike in March. Judging from the current statements of major officials of the European Central Bank, the European Central Bank is likely to continue its rate hike at the monetary policy meeting in March, and a 50 basis point rate hike is already a high probability event. European Central Bank President Christine Lagarde recently told the media that core inflation in the euro zone will remain high in the short term. Therefore, it is increasingly likely that the European Central Bank will issue 50 basis points in rate hike later this month. In addition, Baidu will hold a press conference on the theme of \"Ernie Bot\".</p><p>Baidu plans to hold a press conference at its headquarters at 14:00 on March 16th, with the theme focusing on Ernie Bot. Robin Li, founder, chairman and CEO of Baidu, and Wang Haifeng, chief technology officer of Baidu, will attend. In addition, the monthly report of residential sales prices in 70 large and medium-sized cities published by the National Bureau of Statistics should also be closely monitored.</p><p>In terms of financial reports, the world's largest creative design software manufacturer<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>The financial report will be announced after the U.S. stock market closes on March 15.<a href=\"https://laohu8.com/S/BEKE\">Shells</a>The financial report will be announced before the U.S. stock market opens on March 16.</p><p>In addition, Hong Kong stocks<a href=\"https://laohu8.com/S/02331\">Li Ning</a>、<a href=\"https://laohu8.com/S/00772\">Reading Group</a>、<a href=\"https://laohu8.com/S/03606\">Fuyao Glass</a>The financial report will also be announced on the same day.</p><p><b>Keywords for Friday, March 17: University of Michigan Consumer Confidence Index; FedEx, XPeng Motor, Longfor Group Earnings</b><img src=\"https://static.tigerbbs.com/82c1948786b0c86f1a7c5cf88741b873\" tg-width=\"955\" tg-height=\"199\" referrerpolicy=\"no-referrer\"/>On Friday, in terms of economic data, the consumer confidence index of the University of Michigan will be released soon.</p><p>In terms of financial reports, \"a barometer of the U.S. economy\"<a href=\"https://laohu8.com/S/FDX\">FedEx</a>The financial report will be released after the market closes on March 16, domestic new energy vehicle brands<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Will release earnings before the market on March 17.</p><p>In addition, Hong Kong stocks<a href=\"https://laohu8.com/S/00960\">Longfor Group</a>、<a href=\"https://laohu8.com/S/01313\">CR Cement Holdings</a>The financial report will also be released on the same day.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148015560","content_text":"本周(3.13-3.17)重磅财经事件及数据如下:经济数据方面,本周将发布多个重要数据,其中美国未季调CPI年率、季调后CPI月率、截至3月10日当周API和EIA原油库存变动、截至3月11日当周初请失业金人数等应留意。财经事件方面,IEA月度原油市场报告、欧洲央行利率决议、中国70个大中城市住宅销售价格月度报告、百度“文心一言”主题发布会等都将在本周进行发布。财报方面,美股联邦快递、Adobe、小鹏汽车与港股中国平安、龙湖集团、李宁、阅文集团等将在本周公布财报。3月13日 周一关键词:美国谘商会就业趋势指数;美联储紧急召开联邦储备系统理事会非公开会议;平安好医生、诺辉健康财报周一,经济数据方面,投资者可关注美国谘商会就业趋势指数。财经事件方面,美联储将紧急召开联邦储备系统理事会非公开会议,议程为评估并决定联邦储备银行收取的预付利率和贴现率。财报方面,港股平安好医生、诺辉健康-B将分别发布财报。3月14日 周二关键词:美国CPI数据、美国NFIB小型企业信心指数周二,经济数据方面,市场重点关注美国将公布的一系列CPI数据,包括未季调CPI年率,季调后CPI月率等。目前市场预期美国2月CPI年率未季调为6%,略低于6.4%的前值。美国2月CPI月率季调后为0.4%,同样略低于0.5%的前值美国劳工统计局发布数据显示,1月美国消费者价格指数(CPI)同比增长6.4%。剔除波动较大的能源和食品价格后,核心CPI当月同比上涨5.6%,低于前值的5.7%。此前,经济学家预计,1月消费者价格指数同比将上升6.2%,核心CPI环比上涨0.4%,同比上涨5.5%。CPI数据展示的是消费者支付的商品和服务价格的变动情况。3月14日,美国将公布2月份CPI数据,投资者需重点关注。3月15日 周三关键词:美国当周API和EIA原油库存变动;美国2月零售销售月率;日本央行1月货币政策会议纪要;中国平安、中通快递财报周三,经济数据方面,美国将公布当周API和EIA原油库存变动,料影响油价走势。美国截至3月2日当周API原油库存减少383.5万桶,分析师预期减少3.08万桶,前值增加620.3万桶。3月3日当周,美国EIA原油库存减少169.4万桶,预期增加160万桶,前值增加116.6万桶。3月15日,美国将公布截至3月10日当周API和EIA原油库存变动,或继续减少。财经事件方面,IEA(国际能源署)将公布月度原油市场报告,投资者需密切注意。财报方面,港股中国平安、中通快递-SW将公布财报。3月16日 周四关键词:美国当周初请失业金人数;欧洲央行利率决议;百度“文心一言”主题发布会;Adobe、贝壳、李宁财报周四,经济数据方面,投资者应密切关注当周初请失业金人数。财经事件方面,欧洲央行将举行利率决议。当地时间3月8日,意大利央行行长维斯科表示,不赞成欧洲央行继续加息,认为其货币政策应继续保持谨慎。不过,市场预期欧洲央行很有可能3月加息。从目前欧洲央行各主要官员的表态来看,欧洲央行很有可能在3月货币政策会议上继续加息,并且加息50个基点也已经是大概率事件。欧洲央行行长拉加德近日对媒体表示,欧元区核心通胀将在短期内保持高位,因此,欧洲央行本月晚些时候加息50个基点的可能性越来越大。此外,百度将召开“文心一言”主题发布会。百度计划于3月16日14时在北京总部召开新闻发布会,主题围绕文心一言。百度创始人、董事长兼首席执行官李彦宏,百度首席技术官王海峰将出席。另外,国家统计局公布的70个大中城市住宅销售价格月度报告也应密切留意。财报方面,全球最大的创意设计软件制造商Adobe将于3月15日美股盘后公布财报,贝壳将于3月16日美股盘前公布财报。此外,港股李宁、阅文集团、福耀玻璃也将于当日公布财报。3月17日 周五关键词:美国密歇根大学消费者信心指数;联邦快递、小鹏汽车、龙湖集团财报周五,经济数据方面,美国密歇根大学消费者信心指数即将公布。财报方面,“美国经济的晴雨表”联邦快递将于3月16日盘后发布财报,国内新能源汽车品牌小鹏汽车将于3月17日盘前发布财报。此外,港股龙湖集团、华润水泥控股也将于当日发布财报。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949671984,"gmtCreate":1678666000248,"gmtModify":1678666004485,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949671984","repostId":"2318778137","repostType":2,"repost":{"id":"2318778137","kind":"highlight","pubTimestamp":1678661775,"share":"https://ttm.financial/m/news/2318778137?lang=en_US&edition=fundamental","pubTime":"2023-03-13 06:56","market":"us","language":"en","title":"SVB Fallout, Inflation, Retail Sales: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2318778137","media":"Yahoo Finance","summary":"Two key economic data points ahead of the Federal Reserve's next policy meeting will greet investors","content":"<div>\n<p>Two key economic data points ahead of the Federal Reserve's next policy meeting will greet investors in the week ahead as the eyes of the investing public — and beyond — will remain locked on the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/svb-fallout-inflation-retail-sales-what-to-know-this-week-134712538.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance_sg","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>SVB Fallout, Inflation, Retail Sales: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nSVB Fallout, Inflation, Retail Sales: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-13 06:56 GMT+8 <a href=https://finance.yahoo.com/news/svb-fallout-inflation-retail-sales-what-to-know-this-week-134712538.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Two key economic data points ahead of the Federal Reserve's next policy meeting will greet investors in the week ahead as the eyes of the investing public — and beyond — will remain locked on the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/svb-fallout-inflation-retail-sales-what-to-know-this-week-134712538.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/svb-fallout-inflation-retail-sales-what-to-know-this-week-134712538.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318778137","content_text":"Two key economic data points ahead of the Federal Reserve's next policy meeting will greet investors in the week ahead as the eyes of the investing public — and beyond — will remain locked on the latest developments in the fallout from Silicon Valley Bank's collapse last week.The February Consumer Price Index (CPI) on Tuesday and the February read on retail sales out Wednesday morning will likely firm up investor expectations for the Fed's next policy move.Consensus forecasts are calling for CPI to rise 6% over last year on a headline basis and 5.5% on a \"core\" basis in February, according to data from Trading Economics. A 6% increase in inflation would mark the slowest annual increase in consumer prices since September 2021.Investor focus on the Fed's next steps, however, has been usurped as the top focus for investors in recent days with Friday's shock collapse of Silicon Valley Bank and fears over what the second-largest bank failure in U.S. history could mean for the broader financial system.How futures open Sunday evening and what follow-through, if any, there is into Monday's trading session will be crucial in setting the tone for the coming week. And it will provide a clue as to whether investors agree with many initial reactions to Silicon Valley Bank's collapse — namely, that this represents a unique failure rather than the beginning of something larger.As Yahoo Finance's Jennifer Schonberger reported Friday, TD Cowen analyst Jaret Seiberg wrote Friday that the firm does \"not see this as the start of a broader threat to the safety and soundness of the banking system.\"\"Much like Silvergate (SI), Silicon Valley had a unique business model that was less dependent on retail deposits than a traditional bank,\" Seiberg added. \"This left the bank more exposed to interest rate risk as its funding got more expensive, but its assets were not repricing higher.\"A view of the Park Avenue location of Silicon Valley Bank (SVB), in New York City, U.S., March 10, 2023. REUTERS/David 'Dee' DelgadoDavid Dee Delgado / reutersIn a note to clients published Friday, Kabir Caprihan, an analyst at JPMorgan, echoed much of this sentiment, writing: \"At the outset, we don’t believe [Silicon Valley Bank's collapse] to be systemic, but it does reflect some of the structural issues that we highlighted in our outlook and what drove our Underweight on regional banks.\"The scale and particular challenges that took down Silicon Valley Bank are unique — its exposure to the cash-burning tech world most punished by investors during the Fed's rate-hiking campaign being at the top of this list. But the general story of a surge in deposits in 2021, outflows in recent months, and losses in securities portfolios is likely to challenge some regional banks in the near term.A Bloomberg report late Saturday said the FDIC — which took control of the bank on Friday morning — was working to make whole a portion of uninsured deposits held with the bank, with the outlet reporting payments between 30% and 50% of deposits were being discussed.Officials from the Fed and FDIC have also discussed establishing a fund to backstop deposits from other institutions that might face a crisis similar to what took down Silicon Valley Bank in the coming weeks, Bloomberg reported. Across the Atlantic, UK finance minister Jeremy Hunt said the British government has been working to ensure any UK firm's facing cash needs from SVB's failure \"are able to meet their cashflow requirements to pay their staff.\"Semafor reported over the weekend hedge funds have been reaching out to startups with cash stuck at Silicon Valley Bank with offers to buy their deposits at a discount, as some companies face a cash crunch with payroll looming and a potentially long road ahead to being made whole on money deposited with the failed bank.This comes as regulators feel out buyers for Silicon Valley Bank as well as the wealth management, investment, and securities business housed under the bank's former parent company, SVB Financial (SIVB). Employees of the failed Silicon Valley Bank will remain employed for 45 days before being let go, Bloomberg reported Saturday.The FDIC's latest update on the situation as of Saturday evening said: \"All depositors will have full access to their insured deposits no later than Monday morning, March 13, 2023. The FDIC will pay uninsured depositors an advance dividend within the next week.\"The FDIC added: \"Uninsured depositors will receive a receivership certificate for the remaining amount of their uninsured funds. As the FDIC sells the assets of Silicon Valley Bank, future dividend payments may be made to uninsured depositors.\"\"The circumstances of the Silicon Valley Bank collapse are unique enough that it probably won't trigger a widespread financial contagion,\" wrote Paul Ashworth, chief North America economist at Capital Economics. \"Nevertheless, it is a timely reminder that when the Fed is singularly focused on squeezing inflation by jacking up interest rates – it often ends up breaking things.\"—Economic CalendarMonday: No major economic releases scheduled.Tuesday: Consumer Price Index, year-over-year, February (+6% expected vs. +6.4% in January); Consumer Price Index, month-over-month, February (+0.4% expected vs. +0.5% in January); \"Core\" CPI, year-over-year, February (+5.5% expected vs. 5.6% in January); \"Core\" CPI, month-over-month, February (+0.4% expected vs. +0.4% in January)Wednesday: MBA Mortgage Applications; Producer prices, year-over-year, February (+5.4% expected vs. 6% in January); Producer prices, month-over-month, February (+0.3% expected vs. +0.7% in January); \"Core\" PPI, year-over-year, February (+5.2% expected vs. +5.4% in January); \"Core\" PPI, month-over-month, February (+0.4% expected vs. 0.4% in January); Retail sales, month-over-month, February (-0.3% expected vs. +3% in January); NAHB Home Builder Sentiment, March (42 expected vs. 42 in February)Thursday: Building permits, February (1.238 million annualized rate vs. 1.339 million in January); Housing starts, February (1.31 million annualized rate vs. 1.309 million in January); Initial jobless claims (205,000 expected vs. 211,000 last week); Philly Fed manufacturing surveyFriday: Industrial production, February (+0.4% expected vs. 0% in January); University of Michigan consumer sentiment, preliminary March reading—Earnings CalendarMonday: GitLab (GTLB)Tuesday: Lennar (LEN); Guess (GES); SentinelOne (S); StoneCo (STNE)Wednesday: Adobe (ADBE); Oatly (OTLY); UiPath (PATH); Five Below (FIVE)Thursday: FedEx (FDX); Dollar General (DG); G-III Apparel (GIII); Jabil (JBL); Signet Jewelers (SIG); Academy Sports (ASO); Williams-Sonoma (WSM); Traeger (COOK)Friday: No notable earnings set for release.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949962759,"gmtCreate":1678316699972,"gmtModify":1678316756136,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949962759","repostId":"2318223363","repostType":4,"repost":{"id":"2318223363","kind":"highlight","pubTimestamp":1678311053,"share":"https://ttm.financial/m/news/2318223363?lang=en_US&edition=fundamental","pubTime":"2023-03-09 05:30","market":"hk","language":"zh","title":"Foreign media headlines | Powell leaves the draft \"undecided\" to accelerate the pace of interest rate hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=2318223363","media":"环球市场播报","summary":" 美联储主席鲍威尔强调,决策层尚未就本月晚些时候加息的规模做出决定,并表示这将取决于即将出炉的就业和通胀数据。 在美联储主席鲍威尔警告可能恢复大幅升息后,美国债市对经济衰退的押注增加。 美国监管机构正在调查有关特斯拉Model Y车方向盘在使用过程中脱落的投诉。当车辆驾驶人员施加压力时,方向盘发生脱落。","content":"<p><html><head></head><body><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. The hawkish statement stirred up a thousand waves. Powell left the draft and emphasized that \"undecided\" to speed up the pace of interest rate hikes</b><b>2. The U.S. bond yield curve is the most inverted since the Volcker era, and the ghost of a hard landing resurfaces</b><b>3、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Steering wheel falls off and is investigated by US regulators</b><b>4. The trend of star traders switching jobs to large hedge funds is in the ascendant, some of whom have set up their own businesses</b><b>5. U.S. \"small and micro enterprises\" have laid off nearly 600,000 employees since the end of 2021</b><b>6. U.S. job vacancies drop to 10.8 million, but still too high for the Fed</b><img src=\"https://static.tigerbbs.com/783faee6331a0a8eaab945164cd4d89c\" tg-width=\"550\" tg-height=\"287\" referrerpolicy=\"no-referrer\"/></p><p><b>Hawkish statement stirs up waves, Powell leaves the draft and emphasizes \"undecided\" to speed up the pace of interest rate hikes</b></p><p>Federal Reserve Chairman Jerome Powell stressed that policymakers have not yet made a decision on the size of the rate hike later this month, saying it will depend on upcoming employment and inflation data.</p><p>\"We haven't made any decisions about the March meeting,\" Powell told the House Financial Services Committee on Wednesday. This is his second day of testifying before Congress.</p><p>The Federal Reserve chairman reiterated his statement on Tuesday that the central bank may raise the policy rate higher than previously expected and that if economic data continues to be hot, the pace of rate hike may increase. But in Wednesday's speech, he slightly deviated from the prepared speech, adding that the decision-making level has not yet made a decision.</p><p>\"The Fed has no preset path and will be guided by upcoming data,\" Powell said.</p><p><img src=\"https://static.tigerbbs.com/6ad17d0840947a0c681507b4a1d6a73c\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>The U.S. bond yield curve shows its worst inversion since the Volcker era, and the ghost of a hard landing resurfaces</b></p><p>U.S. bond bets on a recession increased after Federal Reserve Chairman Jerome Powell warned that sharp interest rate hikes could resume.</p><p>Swap traders expect the next four meetings of the Federal Reserve to accumulate about one percentage point of rate hike. The yield of 2-year U.S. Treasury Bond once hit 5.08% on Wednesday, the highest level since 2007. Importantly, longer-term yields remain under pressure, with the 10-year yield below 4% and the 30-year yield also falling.</p><p>The spread between 2-year and 10-year yields exceeded 1 percentage point for the first time since 1981. In 1981, the head of the Federal Reserve was Volcker. His aggressive rate hike curbed double-digit inflation, but it also paid the price of a long economic recession.</p><p><img src=\"https://static.tigerbbs.com/2dde047120669b42a152e22cf6ff964c\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Tesla's steering wheel falls off and is investigated by US regulators</b></p><p>U.S. regulators are investigating complaints about a Tesla Model Y's steering wheel falling off during use.</p><p>The National Highway Traffic Safety Administration (NHTSA) said that there have been two incidents in which the steering wheel of the Model Y vehicle fell off the steering column while driving.</p><p>The preliminary evaluation began on March 4, and the evaluation involved some 120,089 vehicles of this type.</p><p>Both Model Ys were missing a bolt holding the steering wheel to the steering column when they were delivered to customers, NHTSA said. When the driver of the vehicle applies pressure, the steering wheel falls off.</p><p><img src=\"https://static.tigerbbs.com/5aaca0ea99457472565dedce85dd75a0\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p><b>The trend of star traders switching to big hedge funds is on the rise, some of whom have started their own business</b></p><p>The trend of traders turning to multi-strategy hedge funds shows no signs of easing this year.</p><p>The latest star trader to switch the runway is Ben Melkman, a macro expert who previously abandoned plans to start his own business and start a fund before deciding to join Schonfeld Strategic Advisors.</p><p>Melkman's previously founded Light Sky Macro fund, which has closed, signed on Monday to join the New York-based hedge fund firm after months of negotiations. According to Colin Lancaster, Melkman will serve as senior portfolio manager for Schonfeld's discretionary macro and fixed income businesses and will begin trading within a few weeks. Lancaster manages the division alongside Mitesh Parikh.</p><p><img src=\"https://static.tigerbbs.com/f9571cd0ae8dd92adc0586f9bd53964d\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. \"small and micro enterprises\" have laid off nearly 600,000 employees since the end of 2021</b></p><p>U.S. companies with fewer than 20 employees have laid off 594,000 jobs since December 2021, while companies with 20-49 employees have laid off jobs for the second consecutive month in February.</p><p>These data show that with the Federal Reserve's rate hike, the financial pressure on smaller enterprises is increasing. Compared with large enterprises, small businesses are usually more sensitive to rising interest rates because they can't lock in borrowing costs in the bond market. Small businesses with fewer than 20 employees absorb more labor than companies with at least 250 employees.</p><p>Overall, private sector jobs grew by 242,000 in February, exceeding economists' expectations, according to data released Wednesday by the ADP Research Institute in partnership with the Stanford Digital Economy Lab. The increase came from businesses with at least 50 employees, while small businesses cut jobs for the fifth consecutive month.</p><p><img src=\"https://static.tigerbbs.com/38906d3ddde5d657e88ddaddbdc0705b\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. job vacancies fall to 10.8 million, but still too high for the Fed</b></p><p>The Job Openings and Labor Turnover Survey (JOLTS) released by the U.S. Department of Labor on Wednesday showed that the number of U.S. jobs fell to 10.8 million in January from an upward revised 11.2 million last month. Economists' median estimate was 10.5 million job openings.</p><p>The data released by JOLTS includes the agency's annual revision of monthly data since January 2018. Nearly all job vacancy figures over the past year have been revised upwards, including a new record of 12 million in March 2022.</p><p>Despite the decline in unemployment, the report highlights that strong demand for workers far exceeds supply, putting upward pressure on wages and inflation.</p><p>Federal Reserve Chairman Jerome Powell addressed the imbalance during Senate testimony Tuesday, saying the central bank could raise interest rates if economic data continues to be strong, and possibly sooner than previously expected.</p><p></body></html></p>","source":"highlight_sina","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>Foreign media headlines | Powell leaves the draft \"undecided\" to accelerate the pace of interest rate hikes</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\">\nForeign media headlines | Powell leaves the draft \"undecided\" to accelerate the pace of interest rate hikes\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2023-03-09 05:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. The hawkish statement stirred up a thousand waves. Powell left the draft and emphasized that \"undecided\" to speed up the pace of interest rate hikes</b><b>2. The U.S. bond yield curve is the most inverted since the Volcker era, and the ghost of a hard landing resurfaces</b><b>3、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Steering wheel falls off and is investigated by US regulators</b><b>4. The trend of star traders switching jobs to large hedge funds is in the ascendant, some of whom have set up their own businesses</b><b>5. U.S. \"small and micro enterprises\" have laid off nearly 600,000 employees since the end of 2021</b><b>6. U.S. job vacancies drop to 10.8 million, but still too high for the Fed</b><img src=\"https://static.tigerbbs.com/783faee6331a0a8eaab945164cd4d89c\" tg-width=\"550\" tg-height=\"287\" referrerpolicy=\"no-referrer\"/></p><p><b>Hawkish statement stirs up waves, Powell leaves the draft and emphasizes \"undecided\" to speed up the pace of interest rate hikes</b></p><p>Federal Reserve Chairman Jerome Powell stressed that policymakers have not yet made a decision on the size of the rate hike later this month, saying it will depend on upcoming employment and inflation data.</p><p>\"We haven't made any decisions about the March meeting,\" Powell told the House Financial Services Committee on Wednesday. This is his second day of testifying before Congress.</p><p>The Federal Reserve chairman reiterated his statement on Tuesday that the central bank may raise the policy rate higher than previously expected and that if economic data continues to be hot, the pace of rate hike may increase. But in Wednesday's speech, he slightly deviated from the prepared speech, adding that the decision-making level has not yet made a decision.</p><p>\"The Fed has no preset path and will be guided by upcoming data,\" Powell said.</p><p><img src=\"https://static.tigerbbs.com/6ad17d0840947a0c681507b4a1d6a73c\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>The U.S. bond yield curve shows its worst inversion since the Volcker era, and the ghost of a hard landing resurfaces</b></p><p>U.S. bond bets on a recession increased after Federal Reserve Chairman Jerome Powell warned that sharp interest rate hikes could resume.</p><p>Swap traders expect the next four meetings of the Federal Reserve to accumulate about one percentage point of rate hike. The yield of 2-year U.S. Treasury Bond once hit 5.08% on Wednesday, the highest level since 2007. Importantly, longer-term yields remain under pressure, with the 10-year yield below 4% and the 30-year yield also falling.</p><p>The spread between 2-year and 10-year yields exceeded 1 percentage point for the first time since 1981. In 1981, the head of the Federal Reserve was Volcker. His aggressive rate hike curbed double-digit inflation, but it also paid the price of a long economic recession.</p><p><img src=\"https://static.tigerbbs.com/2dde047120669b42a152e22cf6ff964c\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Tesla's steering wheel falls off and is investigated by US regulators</b></p><p>U.S. regulators are investigating complaints about a Tesla Model Y's steering wheel falling off during use.</p><p>The National Highway Traffic Safety Administration (NHTSA) said that there have been two incidents in which the steering wheel of the Model Y vehicle fell off the steering column while driving.</p><p>The preliminary evaluation began on March 4, and the evaluation involved some 120,089 vehicles of this type.</p><p>Both Model Ys were missing a bolt holding the steering wheel to the steering column when they were delivered to customers, NHTSA said. When the driver of the vehicle applies pressure, the steering wheel falls off.</p><p><img src=\"https://static.tigerbbs.com/5aaca0ea99457472565dedce85dd75a0\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p><b>The trend of star traders switching to big hedge funds is on the rise, some of whom have started their own business</b></p><p>The trend of traders turning to multi-strategy hedge funds shows no signs of easing this year.</p><p>The latest star trader to switch the runway is Ben Melkman, a macro expert who previously abandoned plans to start his own business and start a fund before deciding to join Schonfeld Strategic Advisors.</p><p>Melkman's previously founded Light Sky Macro fund, which has closed, signed on Monday to join the New York-based hedge fund firm after months of negotiations. According to Colin Lancaster, Melkman will serve as senior portfolio manager for Schonfeld's discretionary macro and fixed income businesses and will begin trading within a few weeks. Lancaster manages the division alongside Mitesh Parikh.</p><p><img src=\"https://static.tigerbbs.com/f9571cd0ae8dd92adc0586f9bd53964d\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. \"small and micro enterprises\" have laid off nearly 600,000 employees since the end of 2021</b></p><p>U.S. companies with fewer than 20 employees have laid off 594,000 jobs since December 2021, while companies with 20-49 employees have laid off jobs for the second consecutive month in February.</p><p>These data show that with the Federal Reserve's rate hike, the financial pressure on smaller enterprises is increasing. Compared with large enterprises, small businesses are usually more sensitive to rising interest rates because they can't lock in borrowing costs in the bond market. Small businesses with fewer than 20 employees absorb more labor than companies with at least 250 employees.</p><p>Overall, private sector jobs grew by 242,000 in February, exceeding economists' expectations, according to data released Wednesday by the ADP Research Institute in partnership with the Stanford Digital Economy Lab. The increase came from businesses with at least 50 employees, while small businesses cut jobs for the fifth consecutive month.</p><p><img src=\"https://static.tigerbbs.com/38906d3ddde5d657e88ddaddbdc0705b\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. job vacancies fall to 10.8 million, but still too high for the Fed</b></p><p>The Job Openings and Labor Turnover Survey (JOLTS) released by the U.S. Department of Labor on Wednesday showed that the number of U.S. jobs fell to 10.8 million in January from an upward revised 11.2 million last month. Economists' median estimate was 10.5 million job openings.</p><p>The data released by JOLTS includes the agency's annual revision of monthly data since January 2018. Nearly all job vacancy figures over the past year have been revised upwards, including a new record of 12 million in March 2022.</p><p>Despite the decline in unemployment, the report highlights that strong demand for workers far exceeds supply, putting upward pressure on wages and inflation.</p><p>Federal Reserve Chairman Jerome Powell addressed the imbalance during Senate testimony Tuesday, saying the central bank could raise interest rates if economic data continues to be strong, and possibly sooner than previously expected.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-03-09/doc-imykfcvm0083550.shtml\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/783faee6331a0a8eaab945164cd4d89c","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-03-09/doc-imykfcvm0083550.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2318223363","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:1、鹰派表态激起千层浪 鲍威尔脱稿强调“尚未决定”加快升息步伐2、美债收益率曲线呈沃尔克时期以来最严重倒挂 硬着陆幽灵再次浮现3、特斯拉方向盘脱落 遭美监管机构调查4、明星交易员跳槽大型对冲基金的风潮方兴未艾 其中有人曾自立门户5、美国“小微企业”自2021年底以来累计裁员近60万6、美国职位空缺降至1080万,但对美联储来说仍然太高鹰派表态激起千层浪 鲍威尔脱稿强调“尚未决定”加快升息步伐美联储主席鲍威尔强调,决策层尚未就本月晚些时候加息的规模做出决定,并表示这将取决于即将出炉的就业和通胀数据。“我们还没有就3月的会议做出任何决定,” 鲍威尔周三对众议院金融服务委员会说。这是他在国会作证的第二天。美联储主席重申了他周二的表态,即央行可能将政策利率上调至高于此前预期的水平,而且如果经济数据持续火爆,加息的速度或许会提高。但他在周三的讲话中略微脱离了事先准备好的发言稿,补充说决策层尚未做出决定。鲍威尔说:“美联储没有预设路径,将以即将出炉的数据做指引。”美债收益率曲线呈沃尔克时期以来最严重倒挂 硬着陆幽灵再次浮现在美联储主席鲍威尔警告可能恢复大幅升息后,美国债市对经济衰退的押注增加。互换交易员预期美联储未来四次会议将累计加息大约一个百分点,2年期美国国债收益率周三一度触及5.08%,为2007年以来的最高水平。重要的是,较长期收益率仍然承压,10年期收益率低于4%,30年期收益率也下跌。2年和10年期收益率差自1981年以来首次超过1个百分点。1981年美联储掌门人是沃尔克,他的激进加息遏制了高达两位数的通胀率,但也付出了长期经济衰退的代价。特斯拉方向盘脱落 遭美监管机构调查美国监管机构正在调查有关特斯拉Model Y车方向盘在使用过程中脱落的投诉。美国国家公路交通安全管理局(NHTSA)表示,已有两起Model Y在驾驶时车辆方向盘从转向柱上脱落的事故。初步评估于3月4日开始,评估涉及约120089辆该型汽车。NHTSA说,在这两款Model Y交付给客户时,都缺少一个将方向盘固定在转向柱上的螺栓。当车辆驾驶人员施加压力时,方向盘发生脱落。明星交易员跳槽大型对冲基金的风潮方兴未艾 其中有人曾自立门户交易员转而投效多策略对冲基金的风潮在今年没有缓和的迹象。最新一位转换跑道的明星交易员是Ben Melkman,这位宏观专家先前放弃自立门户、创立基金的计划,后来决定加入Schonfeld Strategic Advisors。Melkman先前创立的Light Sky Macro基金已经关闭,在经过数月的谈判后,周一签约加入这家总部位于纽约的对冲基金公司。据Colin Lancaster指出,Melkman将担任Schonfeld全权委讬宏观和固定收益业务的高级投资组合经理,将在数周内开始交易。Lancaster与Mitesh Parikh一起管理该部门。美国“小微企业”自2021年底以来累计裁员近60万员工人数不到20人的美国企业自2021年12月以来已裁员59.4万人,而员工人数在20-49人的企业2月份已连续第二个月裁员。这些数据显示,随着美联储加息,较小规模的企业面临的财务压力在加大。跟大企业相比,小企业通常对利率上升更敏感,因为他们没有能力在债市锁定借贷成本。员工人数不到20人的小企业所吸纳的劳动力高于人数至少250人的公司。根据ADP Research Institute与斯坦福数字经济实验室周三合作发布的数据,总体来看,2月份私营部门就业增长24.2万人,超出经济学家的预期。增长来自于员工人数至少50人的企业,而小企业连续第五个月裁员。美国职位空缺降至1080万,但对美联储来说仍然太高美国劳工部周三公布的就业空缺和劳动力流动调查(JOLTS)显示,1月份美国就业岗位数量从上月上修后的1120万个降至1080万个。经济学家的预估中值为1050万个职位空缺。JOLTS发布的数据包括该机构对2018年1月以来月度数据的年度修订。过去一年几乎所有的职位空缺数据都被上调,包括2022年3月1200万的新纪录。尽管失业率有所下降,但该报告强调,对工人的强劲需求远远超过了供应,这给工资和通胀带来了上行压力。美联储主席鲍威尔周二在参议院作证时谈到了这种不平衡,他表示,如果经济数据继续强劲,美联储可能会提高利率,而且可能比之前预期的更快。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940818491,"gmtCreate":1677807209114,"gmtModify":1677807213571,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940818491","repostId":"1164319050","repostType":4,"repost":{"id":"1164319050","kind":"news","pubTimestamp":1677804063,"share":"https://ttm.financial/m/news/1164319050?lang=en_US&edition=fundamental","pubTime":"2023-03-03 08:41","market":"sh","language":"zh","title":"Gates: I don't think the U.S. will ever succeed in preventing China from having powerful chips","url":"https://stock-news.laohu8.com/highlight/detail?id=1164319050","media":"华尔街见闻","summary":"盖茨认为,美国限制中国技术发展的努力注定要失败,美国的做法只会“迫使”中国花时间和金钱来制造自己的芯片,“美国永远无法成功阻止中国拥有强大的芯片”。英国《金融时报》3月2日刊出该媒体播客节目《拉赫曼说","content":"<p><html><head></head><body>Gates believes that the U.S. efforts to limit China's technological development are doomed to failure. The U.S. approach will only \"force\" China to spend time and money to manufacture its own chips. \"The United States will never succeed in preventing China from having powerful chips.\" On March 2nd, the British \"Financial Times\" published the media podcast program \"Rahman Says Things\" to the United States<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>An interview with the company's founder Bill Gates talked about many topics such as the Russia-Ukraine conflict, climate issues, technology, and tensions between China and the United States.</p><p>Program host Rahman said in an interview that when talking about U.S.-China relations, Bill Gates mentioned why he believed that U.S. efforts to restrict China's technological development were doomed to failure.<b>Gates believes that the U.S. approach will only \"force\" China to spend time and money manufacturing its own chips. \"The United States will never succeed in preventing China from having powerful chips.\"</b></p><p>Gideon Rahman, the host of the show, said in the opening section, \"A few weeks ago, I met Gates at the Munich Security Conference, and our topics were very wide, ranging from climate issues to the United Nations Sustainable Development Goals... Gates also explained why he believes that the ambition of keeping global warming within 1.5 degrees Celsius is impossible now, but why we should not lose hope about it either, and why he believes that U.S. efforts to limit China's technological development are doomed to failure.\"</p><p>According to this interview article, the topic begins with the Ukraine crisis and ends with the topic of China.</p><p>In the last part of the interview, Rahman mentioned: \"Last question, I really want to know your point of view, because I know you are an internationalist and you believe that technology can change the world. So I remember ten years ago, when I had lunch with you and the Financial Times (staff), you told me, you know, to have a positive attitude towards the rise of China and the technology that China can create. Now you look at the world, let's look at the sentiment in the United States, they are trying to stop China's technological progress. What do you think of all this? The world isn't going the way you want it to. \"</p><p><b>\"Well, I don't think the U.S. will ever succeed in preventing China from having powerful chips.\" Gates replied, \"You know, we're going to force them to spend time and a lot of money making their own chips.\" \"You know, I hope the U.S. and China get along better. When we have things that can be win-win between all countries in health, innovation, climate innovation, we seem to be on a deteriorating trend, but the most important relationship in the world is the U.S.-China relationship. I'm disappointed and worried about how the relationship has evolved over the past few years.\"</b></p><p>Rahman then asked him whether he thought the efforts of the United States (in hindering China's technological progress) were unlikely to succeed. Gates replied, \"I don't even understand what this success defines for us-whether it's ensuring fewer jobs in our chip industry, oversupply in the chip industry, or making Taiwan more attractive. It's complicated.\"</p><p>Rahman went on to say, \"Yes, I think they will say that we are trying to stay ahead of China. They say that China poses a military threat, these things have military uses, and we must suppress them.\"</p><p>Gates then said, \"So if you really think there's going to be a war in the next decade, then you shouldn't warn them in advance that you're going to cut off their chips (supply).\"</p><p>Rahman continued to ask, for the U.S. technology industry,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, for Google, for whoever, will it make their survival more difficult?</p><p>Gates said,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Sales in China are not high, but there are some smart Chinese people working at Microsoft, so letting these Chinese people contribute in these fields, whether they finally leave China or stay in China, will bring huge labor benefits to the world in health and software. So anything that gets in the way of that will slow things down.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gates: I don't think the U.S. will ever succeed in preventing China from having powerful chips</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\">\nGates: I don't think the U.S. will ever succeed in preventing China from having powerful chips\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-03-03 08:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Gates believes that the U.S. efforts to limit China's technological development are doomed to failure. The U.S. approach will only \"force\" China to spend time and money to manufacture its own chips. \"The United States will never succeed in preventing China from having powerful chips.\" On March 2nd, the British \"Financial Times\" published the media podcast program \"Rahman Says Things\" to the United States<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>An interview with the company's founder Bill Gates talked about many topics such as the Russia-Ukraine conflict, climate issues, technology, and tensions between China and the United States.</p><p>Program host Rahman said in an interview that when talking about U.S.-China relations, Bill Gates mentioned why he believed that U.S. efforts to restrict China's technological development were doomed to failure.<b>Gates believes that the U.S. approach will only \"force\" China to spend time and money manufacturing its own chips. \"The United States will never succeed in preventing China from having powerful chips.\"</b></p><p>Gideon Rahman, the host of the show, said in the opening section, \"A few weeks ago, I met Gates at the Munich Security Conference, and our topics were very wide, ranging from climate issues to the United Nations Sustainable Development Goals... Gates also explained why he believes that the ambition of keeping global warming within 1.5 degrees Celsius is impossible now, but why we should not lose hope about it either, and why he believes that U.S. efforts to limit China's technological development are doomed to failure.\"</p><p>According to this interview article, the topic begins with the Ukraine crisis and ends with the topic of China.</p><p>In the last part of the interview, Rahman mentioned: \"Last question, I really want to know your point of view, because I know you are an internationalist and you believe that technology can change the world. So I remember ten years ago, when I had lunch with you and the Financial Times (staff), you told me, you know, to have a positive attitude towards the rise of China and the technology that China can create. Now you look at the world, let's look at the sentiment in the United States, they are trying to stop China's technological progress. What do you think of all this? The world isn't going the way you want it to. \"</p><p><b>\"Well, I don't think the U.S. will ever succeed in preventing China from having powerful chips.\" Gates replied, \"You know, we're going to force them to spend time and a lot of money making their own chips.\" \"You know, I hope the U.S. and China get along better. When we have things that can be win-win between all countries in health, innovation, climate innovation, we seem to be on a deteriorating trend, but the most important relationship in the world is the U.S.-China relationship. I'm disappointed and worried about how the relationship has evolved over the past few years.\"</b></p><p>Rahman then asked him whether he thought the efforts of the United States (in hindering China's technological progress) were unlikely to succeed. Gates replied, \"I don't even understand what this success defines for us-whether it's ensuring fewer jobs in our chip industry, oversupply in the chip industry, or making Taiwan more attractive. It's complicated.\"</p><p>Rahman went on to say, \"Yes, I think they will say that we are trying to stay ahead of China. They say that China poses a military threat, these things have military uses, and we must suppress them.\"</p><p>Gates then said, \"So if you really think there's going to be a war in the next decade, then you shouldn't warn them in advance that you're going to cut off their chips (supply).\"</p><p>Rahman continued to ask, for the U.S. technology industry,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, for Google, for whoever, will it make their survival more difficult?</p><p>Gates said,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Sales in China are not high, but there are some smart Chinese people working at Microsoft, so letting these Chinese people contribute in these fields, whether they finally leave China or stay in China, will bring huge labor benefits to the world in health and software. So anything that gets in the way of that will slow things down.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3683211\">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/a9e6cb1a33dd64f159118795f199c2f3","relate_stocks":{"159813":"芯片","MSFT":"微软"},"source_url":"https://wallstreetcn.com/articles/3683211","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164319050","content_text":"盖茨认为,美国限制中国技术发展的努力注定要失败,美国的做法只会“迫使”中国花时间和金钱来制造自己的芯片,“美国永远无法成功阻止中国拥有强大的芯片”。英国《金融时报》3月2日刊出该媒体播客节目《拉赫曼说事》对美国微软公司创始人比尔·盖茨的采访,内容谈及俄乌冲突、气候问题、技术和中美紧张局势等多个话题。节目主持人拉赫曼在采访文章中称,比尔·盖茨在谈及美中关系时提到了为什么他认为美国限制中国技术发展的努力注定要失败,盖茨认为,美国的做法只会“迫使”中国花时间和金钱来制造自己的芯片,“美国永远无法成功阻止中国拥有强大的芯片”。该节目主持人吉迪恩·拉赫曼在开篇部分说道,“几周前,我在慕尼黑安全会议上见到了盖茨,我们的话题非常广泛,从气候问题到联合国可持续发展目标……盖茨还解释了为什么他认为将全球升温幅度控制在1.5摄氏度以内的雄心现在是不可能实现的,但为什么我们也不应该对此失去希望,以及为什么他认为美国限制中国技术发展的努力注定要失败。”根据这篇采访文章,话题内容以乌克兰危机开始,以中国话题结束。在采访最后部分,拉赫曼提到:“最后一个问题,我真的很想了解一下你的观点,因为我知道你是一位国际主义者,你相信技术能够改变世界。所以我记得十年前,我和你和《金融时报》(工作人员)一起共进午餐时你告诉我,你知道,要对中国的崛起、中国能创造的技术等持积极态度。现在你看看这个世界,让我们看看美国的情绪,他们正在努力阻止中国的技术进步。你对这一切有什么看法?这世界没有按照你想要的方式发展。”“好吧,我认为美国永远无法成功阻止中国拥有强大的芯片。”盖茨回答说,“你知道,我们会迫使他们花时间和大量金钱来制造他们自己的芯片”,“你知道,我希望美国和中国能更好地相处。当我们拥有在健康、创新、气候创新等所有国家之间都可以实现双赢的事物时,我们(之间的关系)似乎处于一种恶化的趋势,但世界上最重要的关系是美中关系。我对两国关系在过去几年里的关系演变感到失望和担忧。”拉赫曼接着提问他,是否认为美国(在阻碍中国技术进步上)的努力不太可能成功?盖茨回答称,“我甚至不明白这种成功对我们而言的定义是什么——是确保我们芯片行业的就业机会减少,芯片行业的供应过剩,还是让台湾更具吸引力。这很复杂。”拉赫曼接着表示,“是的,我想他们会说,我们正努力保持领先于中国。他们说中国在军事上构成威胁,这些东西有军事用途,我们必须压制住他们。”盖茨随后表示,“所以如果你真的认为未来十年会有一场战争,那么你就不应该提前警告他们说,你会切断他们的芯片(供应)。”拉赫曼继续提问道,对美国的科技行业,对微软,对谷歌,不管对谁而言,这会让他们的生存更困难吗?盖茨表示,微软在中国的销售额并不高,但有一些聪慧的中国人在微软工作,因此让这些中国人在这些领域做出贡献,无论他们最后离开中国还是留在中国,都将给世界在健康和软件领域带来巨大的劳动力效益。所以任何阻碍这方面的东西都会减慢速度。","news_type":1,"symbols_score_info":{"159813":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":2956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940818265,"gmtCreate":1677807181758,"gmtModify":1677807185949,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940818265","repostId":"2316927889","repostType":4,"isVote":1,"tweetType":1,"viewCount":2826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940818611,"gmtCreate":1677807148633,"gmtModify":1677807152086,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940818611","repostId":"2316997759","repostType":4,"isVote":1,"tweetType":1,"viewCount":2657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940818803,"gmtCreate":1677807124902,"gmtModify":1677807129339,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940818803","repostId":"2316419995","repostType":4,"repost":{"id":"2316419995","kind":"news","pubTimestamp":1677806968,"share":"https://ttm.financial/m/news/2316419995?lang=en_US&edition=fundamental","pubTime":"2023-03-03 09:29","market":"hk","language":"zh","title":"Zhongtong thunder explosion? Short-selling institutions accused of false financial reports in the United States, and the stock price has at least 50% downside potential","url":"https://stock-news.laohu8.com/highlight/detail?id=2316419995","media":"华尔街见闻","summary":"做空机构Grizzly Research称,中通快递的利润率一度堪比苹果,在国家工商总局报告的利润率远低于在美报告水平,在美报低员工人数,压低人力成本,虚报资本支出,造成利润率超高假象,帮助其上市以来","content":"<p><html><head></head><body><b>According to Grizzly Research, a short-selling agency, ZTO Express's profit margin was once comparable to Apple's. The profit margin reported by the State Administration for Industry and Commerce was far lower than the level reported in the United States. It reported a low number of employees in the United States, lowered labor costs, and falsely reported capital expenditures. The illusion of high profit margins has helped it raise more than US $3 billion since its listing; ZTO also used undisclosed related parties to transfer operating expenses and used large loans to support insiders' real estate investment.</b>As popular Chinese concept stocks continue to rebound, Chinese concept logistics leader<a href=\"https://laohu8.com/S/ZTO\">ZTO Express</a>Exposed to financial fraud.</p><p>On Thursday, March 2nd, Eastern Time, Grizzly Research, an American short-selling agency, released a report, arguing that ZTO Express may have profits that appear to be much higher than those of its peers only because it falsified financial statement data. Considering ZTO's artificially exaggerated profit margin and using multiple valuation adjustment estimates, the report believes that ZTO's current U.S. stock trading price is much higher than its fair value, with at least 50% downside.</p><p><b>The profit margin is more than twice that of domestic peers, and one degree comparable<a href=\"https://laohu8.com/S/AAPL\">Apple</a></b></p><p>At the beginning of the above-mentioned Grizzly Research report, ZTO Express is the leader in the highly competitive Chinese logistics market. Although the whole industry has been standardized, ZTO's profit margin is more than twice the average level of its domestic peers-SF Express, Yuantong, Yunda and Shentong.<img src=\"https://static.tigerbbs.com/c5011a6a75b71073f0bce12769cd4f12\" tg-width=\"571\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/></p><p>According to the report, the data shows that ZTO's profitability was once equivalent to that of a blue-chip company with higher profit margins like Apple. For a company to have such outstanding results, it either has a great management team or is financially too good to be true. Grizzly Research found through due diligence that ZTO deceived investors. The report reads:</p><p>We believe that ZTO's apparently higher profit margins are actually just the result of possible falsification of financial statements. We believe that in order to fabricate these outstanding results, ZTO Communications underreported operating income and costs.</p><p><b>Reporting low number of employees lowers labor costs and creates the illusion of super high profit margins</b></p><p>Grizzly said that its report highlighted conclusive evidence that was inconsistent with ultra-high profit margins, including continuous financing, inconsistent accounting data and numerous conflicts of interest. In particular, it is mentioned that the data reported by ZTO in the State Administration for Industry and Commerce of China is completely different from the data submitted by the department to the US Securities and Exchange Commission (SEC).</p><p>According to the filing documents of the State Administration for Industry and Commerce, ZTO's profit margin is actually equivalent to that of its peers in the express delivery industry. From 2019 to 2021, ZTO's net profit margin is 6.3% to 10.6%, but the company is submitting its financial statements to the SEC. According to the report, the net profit margin is 15.5% to 25.7%.</p><p><img src=\"https://static.tigerbbs.com/43965d7078947f4b474d7a72f0928a29\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/></p><p>The report pointed out that ZTO reported a huge number of employees in China, but it was lower than this level in the United States. Because ZTO deliberately reports a low number of employees, it can support its reported labor cost data and prove that the ultra-high profit margin is reasonable. With conservative salary estimates, ZTO's true number of employees and related labor expenses may be more than double the figures reported by the division to the SEC.</p><p><b>Misreporting capital expenditures helped raise more than US $3 billion since listing</b></p><p>According to the report, in order to make the financial fraud seem reasonable, ZTO also falsely reported the capital expenditure in the financial report submitted to the SEC. The company tried to prove that it was reasonable that the growth rate of its property, plant and equipment (PP&E) and land use rights exceeded its income. But strategically, ZTO has no reason to hoard land.</p><p>Grizzly Research suspects that ZTO used its super-high profit margins to raise funds, because false capital expenditure data can explain why the profits are high. So far, ZTO's approach seems to have worked very well. In 2016 in<a href=\"https://laohu8.com/S/NYSE\">NYSE</a>Since its listing, ZTO has raised more than $3 billion, although the company's expenditure has not shown tangible shareholder value.</p><p>False acquisition expansion insider uses undisclosed related parties to transfer operating expenses large loans for insider real estate investment</p><p>According to the report, ZTO used some acquisitions in 2014 and 2015 to expand the number of insiders and, or keep the company's accounts balanced. According to company documents, ZTO acquired franchisees it called network partners from related parties, and the purchase price was much higher than the start-up costs of these partners. Worryingly, records in China show no change in ownership after the deal. This may be because these entities are already operating as ZTO subsidiaries. Grizzly Research doubts whether ZTO has spent shareholders' money in vain and made no return.</p><p>According to the report, ZTO has used an undisclosed network of related parties to transfer operating expenses out of the balance sheet. Several of ZTO's counterparties are individually owned and controlled by relatives and friends employed by ZTO or its management team.</p><p>According to the report, Grizzly Research's field visit found more potential undisclosed related parties. Those allegedly independent entities operate in close proximity to each other and share logos.</p><p>Even ZTO's disclosed related party transactions are worrying. According to the report, because ZTO's large loan stems from the company providing funds for insiders' real estate investment, public shareholders unnecessarily bear the risks of China's real estate industry. The risk of defaulting on these individual projects falls on the investors, not the related parties benefiting from the loans.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zhongtong thunder explosion? Short-selling institutions accused of false financial reports in the United States, and the stock price has at least 50% downside potential</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\">\nZhongtong thunder explosion? Short-selling institutions accused of false financial reports in the United States, and the stock price has at least 50% downside potential\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-03-03 09:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>According to Grizzly Research, a short-selling agency, ZTO Express's profit margin was once comparable to Apple's. The profit margin reported by the State Administration for Industry and Commerce was far lower than the level reported in the United States. It reported a low number of employees in the United States, lowered labor costs, and falsely reported capital expenditures. The illusion of high profit margins has helped it raise more than US $3 billion since its listing; ZTO also used undisclosed related parties to transfer operating expenses and used large loans to support insiders' real estate investment.</b>As popular Chinese concept stocks continue to rebound, Chinese concept logistics leader<a href=\"https://laohu8.com/S/ZTO\">ZTO Express</a>Exposed to financial fraud.</p><p>On Thursday, March 2nd, Eastern Time, Grizzly Research, an American short-selling agency, released a report, arguing that ZTO Express may have profits that appear to be much higher than those of its peers only because it falsified financial statement data. Considering ZTO's artificially exaggerated profit margin and using multiple valuation adjustment estimates, the report believes that ZTO's current U.S. stock trading price is much higher than its fair value, with at least 50% downside.</p><p><b>The profit margin is more than twice that of domestic peers, and one degree comparable<a href=\"https://laohu8.com/S/AAPL\">Apple</a></b></p><p>At the beginning of the above-mentioned Grizzly Research report, ZTO Express is the leader in the highly competitive Chinese logistics market. Although the whole industry has been standardized, ZTO's profit margin is more than twice the average level of its domestic peers-SF Express, Yuantong, Yunda and Shentong.<img src=\"https://static.tigerbbs.com/c5011a6a75b71073f0bce12769cd4f12\" tg-width=\"571\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/></p><p>According to the report, the data shows that ZTO's profitability was once equivalent to that of a blue-chip company with higher profit margins like Apple. For a company to have such outstanding results, it either has a great management team or is financially too good to be true. Grizzly Research found through due diligence that ZTO deceived investors. The report reads:</p><p>We believe that ZTO's apparently higher profit margins are actually just the result of possible falsification of financial statements. We believe that in order to fabricate these outstanding results, ZTO Communications underreported operating income and costs.</p><p><b>Reporting low number of employees lowers labor costs and creates the illusion of super high profit margins</b></p><p>Grizzly said that its report highlighted conclusive evidence that was inconsistent with ultra-high profit margins, including continuous financing, inconsistent accounting data and numerous conflicts of interest. In particular, it is mentioned that the data reported by ZTO in the State Administration for Industry and Commerce of China is completely different from the data submitted by the department to the US Securities and Exchange Commission (SEC).</p><p>According to the filing documents of the State Administration for Industry and Commerce, ZTO's profit margin is actually equivalent to that of its peers in the express delivery industry. From 2019 to 2021, ZTO's net profit margin is 6.3% to 10.6%, but the company is submitting its financial statements to the SEC. According to the report, the net profit margin is 15.5% to 25.7%.</p><p><img src=\"https://static.tigerbbs.com/43965d7078947f4b474d7a72f0928a29\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/></p><p>The report pointed out that ZTO reported a huge number of employees in China, but it was lower than this level in the United States. Because ZTO deliberately reports a low number of employees, it can support its reported labor cost data and prove that the ultra-high profit margin is reasonable. With conservative salary estimates, ZTO's true number of employees and related labor expenses may be more than double the figures reported by the division to the SEC.</p><p><b>Misreporting capital expenditures helped raise more than US $3 billion since listing</b></p><p>According to the report, in order to make the financial fraud seem reasonable, ZTO also falsely reported the capital expenditure in the financial report submitted to the SEC. The company tried to prove that it was reasonable that the growth rate of its property, plant and equipment (PP&E) and land use rights exceeded its income. But strategically, ZTO has no reason to hoard land.</p><p>Grizzly Research suspects that ZTO used its super-high profit margins to raise funds, because false capital expenditure data can explain why the profits are high. So far, ZTO's approach seems to have worked very well. In 2016 in<a href=\"https://laohu8.com/S/NYSE\">NYSE</a>Since its listing, ZTO has raised more than $3 billion, although the company's expenditure has not shown tangible shareholder value.</p><p>False acquisition expansion insider uses undisclosed related parties to transfer operating expenses large loans for insider real estate investment</p><p>According to the report, ZTO used some acquisitions in 2014 and 2015 to expand the number of insiders and, or keep the company's accounts balanced. According to company documents, ZTO acquired franchisees it called network partners from related parties, and the purchase price was much higher than the start-up costs of these partners. Worryingly, records in China show no change in ownership after the deal. This may be because these entities are already operating as ZTO subsidiaries. Grizzly Research doubts whether ZTO has spent shareholders' money in vain and made no return.</p><p>According to the report, ZTO has used an undisclosed network of related parties to transfer operating expenses out of the balance sheet. Several of ZTO's counterparties are individually owned and controlled by relatives and friends employed by ZTO or its management team.</p><p>According to the report, Grizzly Research's field visit found more potential undisclosed related parties. Those allegedly independent entities operate in close proximity to each other and share logos.</p><p>Even ZTO's disclosed related party transactions are worrying. According to the report, because ZTO's large loan stems from the company providing funds for insiders' real estate investment, public shareholders unnecessarily bear the risks of China's real estate industry. The risk of defaulting on these individual projects falls on the investors, not the related parties benefiting from the loans.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3683191\">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/659e9f729bba48dc59353a363b665949","relate_stocks":{"ZTO":"中通快递"},"source_url":"https://wallstreetcn.com/articles/3683191","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316419995","content_text":"做空机构Grizzly Research称,中通快递的利润率一度堪比苹果,在国家工商总局报告的利润率远低于在美报告水平,在美报低员工人数,压低人力成本,虚报资本支出,造成利润率超高假象,帮助其上市以来募资超30亿美元;中通还利用未披露关联方转移运营费用,将大笔贷款用于支持内部人房产投资。热门中概股持续反弹之际,中概物流龙头中通快递被曝财务造假。美东时间3月2日周四,美国卖空机构Grizzly Research发布报告,认为中通快递可能只是因为伪造财务报表数据,才有表面看来远高于同行的利润。考虑到中通人为夸大的利润率,并采用倍数估值调整估算,报告认为,中通目前的美股交易价远高于公允价值,至少有50%的下行空间。利润率是国内同行两倍多 一度堪比苹果上述Grizzly Research报告开篇称,在竞争激烈的中国物流市场中,中通快递是领头羊,虽然整个行业都已标准化,但中通的利润率却是国内同行――顺丰、圆通、韵达和申通平均水平的两倍多。报告称,数据显示,中通的盈利能力一度和苹果这种利润率较高的蓝筹公司相当。一家公司能有如此出色的成绩,要么拥有出色的管理团队,要么财务状况好得令人难以置信。而Grizzly Research通过尽职调查发现,中通欺骗了投资者。报告写道:我们认为,中通明显较高的利润率实际上只是可能伪造财务报表的结果。我们相信,为了编造这些出色的成绩,中通通讯低报了营业收入和成本。报低员工人数 压低人力成本 造成利润率超高假象Grizzly称,其报告突出了和超高利润率不符的确凿证据,包括持续的融资、财会数据不一致以及众多利益冲突。其中特别提到,中通在中国国家工商总局的报告数据和该司递交美国证监会(SEC)的数据截然不同。工商总局的备案文件显示,中通的利润率实际上与快递业的同行相当,2019年至2021年间,中通的净利润率在6.3%到10.6%,但该公司在递交SEC的财务报表中报告,净利润率为15.5%到25.7%。报告指出,中通在中国报告的员工人数庞大,在美国却低于这一水平。因为中通故意报低员工人数,就可以支持其报告的劳动力成本数据,证明超高的利润率合理。以保守的薪资估计,中通的真实员工人数和相关人工费用可能比该司向SEC报告的数字高出一倍以上。虚报资本支出 帮助上市以来募资超30亿美元报告认为,为了让财务欺诈看似合理,中通还在递交SEC的财报中虚报了资本支出,该司企图证明,其物业、厂房和设备(PP&E)以及土地使用权的增长速度超过收入是合理的。但从战略上看,中通没有理由囤积土地。Grizzly Research怀疑,中通利用其超高的利润率募集资金,因为虚假的资本支出数据可以解释为何利润高。迄今为止,中通的这种做法似乎很有效。2016年在纽交所上市以来,中通已经募资超过30亿美元,尽管公司支出没有显示有形的股东价值。虚假收购扩充内部人 利用未披露关联方转移运营费用 大笔贷款用于内部人房产投资报告称,中通利用2014年和2015年的一些收购扩大了内部人的数量,并且、或者让公司的账目平衡。公司文件显示,中通从关联方收购了被其称为网络合作伙伴的特许经营商,收购价远高于这些合作伙伴的启动成本。令人担忧的是,在中国的记录显示,交易后,所有权没有发生变化。这可能是因为这些实体已经作为中通子公司运营。Grizzly Research怀疑,中通是否白白花了股东的钱,没有取得任何回报。报告认为,中通已利用未披露的关联方网络将运营费用转出资产负债表。中通的几个交易对手由受雇于中通、或其管理团队的亲友个人所有和控制。报告称,Grizzly Research实地考察发现了更多潜在的未披露关联方,那些据称独立的实体彼此运营距离很近,还共享logo。就连中通已披露的关联交易也令人担忧。报告认为,因为中通的大笔贷款源于公司为内部人士的房产投资提供资金,公众股东不必要地承担了中国房地产行业风险。这些个人项目违约的风险落在了投资者身上,而不是贷款受益的关联方。","news_type":1,"symbols_score_info":{"ZTO":0.9}},"isVote":1,"tweetType":1,"viewCount":2992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940981305,"gmtCreate":1677646531107,"gmtModify":1677646535203,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940981305","repostId":"2316657135","repostType":4,"isVote":1,"tweetType":1,"viewCount":3051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940981987,"gmtCreate":1677646518749,"gmtModify":1677646522833,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940981987","repostId":"2316765765","repostType":4,"repost":{"id":"2316765765","kind":"news","pubTimestamp":1677645801,"share":"https://ttm.financial/m/news/2316765765?lang=en_US&edition=fundamental","pubTime":"2023-03-01 12:43","market":"us","language":"zh","title":"Chevron CEO: The company is not in a hurry to merge and acquire, but the possibility of oil giant integration exists","url":"https://stock-news.laohu8.com/highlight/detail?id=2316765765","media":"智通财经","summary":"美国油气巨头雪佛龙首席执行官迈克尔·沃斯(Michael Wirth)在周二表示,西方国家的五大石油生产商之间的整合仍然有可能发生,但将面临监管层面的障碍。以石油业务为重点的美国能源巨头股价和现金水平","content":"<p><html><head></head><body>US oil and gas giants<a href=\"https://laohu8.com/S/CVX\">Chevron</a>Chief Executive Michael Wirth said on Tuesday that consolidation among the five largest oil producers in Western countries is still possible, but will face regulatory obstacles.</p><p>Oil business-focused<a href=\"https://laohu8.com/S/USEG\">US Energy</a>The soaring stock prices and cash levels of giants have caused Wall Street M&A giants to start talking about possible deals between U.S. and European oil producers, especially as the market value gap between European and American oil giants is widening, triggering Wall Street speculation about M&A. Analysts at Citigroup speculated in January that Chevron may<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>(XOM.US) may acquire from Europe due to valuation differences<a href=\"https://laohu8.com/S/BP\">British Oil</a>(BP.US), Shell (SHEL.US)<a href=\"https://laohu8.com/S/TTE\">Total</a>Energy (TTE.US).</p><p>\"I've never said never (oil majors consolidate),\" Michael Voss said at a media briefing after the company issued its annual business update to investors. \"But given the reality of getting such a plan approved, it's not straightforward to execute.\"</p><p>Regulatory and government approvals have made the process more complicated than in the late 1990s, when a rise in oil companies and depressed share prices triggered consolidation among companies, giving birth to several super oil majors. \"When there are fewer and fewer people or things overlapping, the regulatory challenges and government approvals and so on get a little more complicated,\" Voss said.</p><p>He stressed that Chevron is not in a hurry to make large-scale mergers and acquisitions in the oil or renewable energy sector, and will remain committed to tightly controlling spending even during periods of high energy prices and abundant cash. \"Spending money faster doesn't necessarily lead to better opportunities. It just means spending money faster,\" says Voss. \"We will be patient.\"</p><p>It is understood that Chevron announced at its annual investor conference yesterday that its goal is to maintain capital and cost discipline and achieve higher returns while increasing energy supply. Chevron expects annual free cash flow growth of more than 10% under the assumption of Brent crude oil at $60 per barrel and has raised its share buyback guidance range to $10 billion to $20 billion per year. Additionally, the company will increase its annual share repurchase target to $17.5 billion starting in the second quarter.</p><p>Regarding capital expenditures, Chevron maintained its guidance for annual organic capital expenditures of $13 billion to $15 billion through 2027, confirmed its guidance for annual oil and gas production growth of more than 3% through 2027, and extended its 12% return on capital employed (ROCE) target to 2027 (assuming Brent crude oil price of $60).</p><p>In the financial report released in January, the company increased its Dividend per share by 6%, and the board of directors also approved a new $75 billion share repurchase plan-Chevron currently announced shares in the coming period. The repurchase scale is US $75 billion, and the specific time period has not been disclosed yet.</p><p></body></html></p>","source":"stock_zhitongcaijing","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>Chevron CEO: The company is not in a hurry to merge and acquire, but the possibility of oil giant integration exists</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\">\nChevron CEO: The company is not in a hurry to merge and acquire, but the possibility of oil giant integration exists\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\">2023-03-01 12:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>US oil and gas giants<a href=\"https://laohu8.com/S/CVX\">Chevron</a>Chief Executive Michael Wirth said on Tuesday that consolidation among the five largest oil producers in Western countries is still possible, but will face regulatory obstacles.</p><p>Oil business-focused<a href=\"https://laohu8.com/S/USEG\">US Energy</a>The soaring stock prices and cash levels of giants have caused Wall Street M&A giants to start talking about possible deals between U.S. and European oil producers, especially as the market value gap between European and American oil giants is widening, triggering Wall Street speculation about M&A. Analysts at Citigroup speculated in January that Chevron may<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>(XOM.US) may acquire from Europe due to valuation differences<a href=\"https://laohu8.com/S/BP\">British Oil</a>(BP.US), Shell (SHEL.US)<a href=\"https://laohu8.com/S/TTE\">Total</a>Energy (TTE.US).</p><p>\"I've never said never (oil majors consolidate),\" Michael Voss said at a media briefing after the company issued its annual business update to investors. \"But given the reality of getting such a plan approved, it's not straightforward to execute.\"</p><p>Regulatory and government approvals have made the process more complicated than in the late 1990s, when a rise in oil companies and depressed share prices triggered consolidation among companies, giving birth to several super oil majors. \"When there are fewer and fewer people or things overlapping, the regulatory challenges and government approvals and so on get a little more complicated,\" Voss said.</p><p>He stressed that Chevron is not in a hurry to make large-scale mergers and acquisitions in the oil or renewable energy sector, and will remain committed to tightly controlling spending even during periods of high energy prices and abundant cash. \"Spending money faster doesn't necessarily lead to better opportunities. It just means spending money faster,\" says Voss. \"We will be patient.\"</p><p>It is understood that Chevron announced at its annual investor conference yesterday that its goal is to maintain capital and cost discipline and achieve higher returns while increasing energy supply. Chevron expects annual free cash flow growth of more than 10% under the assumption of Brent crude oil at $60 per barrel and has raised its share buyback guidance range to $10 billion to $20 billion per year. Additionally, the company will increase its annual share repurchase target to $17.5 billion starting in the second quarter.</p><p>Regarding capital expenditures, Chevron maintained its guidance for annual organic capital expenditures of $13 billion to $15 billion through 2027, confirmed its guidance for annual oil and gas production growth of more than 3% through 2027, and extended its 12% return on capital employed (ROCE) target to 2027 (assuming Brent crude oil price of $60).</p><p>In the financial report released in January, the company increased its Dividend per share by 6%, and the board of directors also approved a new $75 billion share repurchase plan-Chevron currently announced shares in the coming period. The repurchase scale is US $75 billion, and the specific time period has not been disclosed yet.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://www.zhitongcaijing.com/content/detail/884968.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/c3b7adcf720c943d13b1316a7ca63357","relate_stocks":{"LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4570":"地缘局势概念股","LU0368265418.SGD":"Blackrock World Energy Fund A2 SGD-H","LU0266512127.USD":"摩根大通环球自然资源 A(acc)","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","CVX":"雪佛龙","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4566":"资本集团","BK4581":"高盛持仓","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4559":"巴菲特持仓","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4588":"碎股","BK4550":"红杉资本持仓","LU0300736492.USD":"FRANKLIN NATURAL RESOURCES \"A\" (USD) INC","LU0456854461.SGD":"JPMorgan Funds - Global Natural Resources A (acc) SGD","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0300736062.USD":"FRANKLIN NATURAL RESOURCES \"A\" (USD) ACC","LU0122376428.USD":"贝莱德世界能源基金A2","BK4201":"综合性石油与天然气企业","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/884968.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316765765","content_text":"美国油气巨头雪佛龙首席执行官迈克尔·沃斯(Michael Wirth)在周二表示,西方国家的五大石油生产商之间的整合仍然有可能发生,但将面临监管层面的障碍。以石油业务为重点的美国能源巨头股价和现金水平飙升,令华尔街的并购大佬们开始谈论美国与欧洲石油生产商之间可能达成的交易,尤其是随着欧美石油巨头的市值差距越来越大,引发华尔街关于并购的猜想。花旗集团的分析师1月份曾猜测,雪佛龙或埃克森美孚(XOM.US)可能会因估值差异收购来自欧洲的英国石油(BP.US)、壳牌(SHEL.US)或者道达尔能源(TTE.US)。迈克尔·沃斯在公司向投资者发布年度业务更新后的媒体吹风会上表示:“我从来没有说过永远不会(石油巨头整合)。”“但考虑到要让这样的计划获得批准的现实,执行起来并不简单。”监管机构和政府的批准使这一过程比上世纪90年代末更为复杂,当时石油公司数量增多,股价低迷,引发了公司之间的整合,催生了几家超级石油巨头。沃斯表示:“当重叠的人或物变得越来越少时,监管挑战和政府批准等就会变得有点复杂。”他强调,雪佛龙并不急于在石油或可再生能源领域进行大规模的并购,即使在能源价格高企和现金充裕的时期,雪佛龙仍将致力于严格控制支出。“花钱更快不一定能带来更好的机会。这只是意味着花钱更快。”沃斯表示。“我们将保持耐心。”据了解,雪佛龙昨日在年度投资者会议上宣布,其目标是保持资本和成本纪律,在增加能源供应的同时实现更高的回报。在假设布伦特原油为每桶60美元的情况下,雪佛龙预计年度自由现金流增长将超过10%,并将股票回购指引区间提高至每年100亿至200亿美元。此外,该公司将从第二季度开始将年度股票回购目标提高到175亿美元。关于资本支出方面,雪佛龙维持到2027年年度有机资本支出达130亿至150亿美元的指引,确认了到2027年石油和天然气产量年增长率超过3%的指引,并将12%的已动用资本回报率(ROCE)目标延长至2027年(假设布伦特原油价格为60美元)。在1月公布的财报中,该公司将每股股息提高了6%,董事会还批准了一项新的750亿美元股票回购计划——目前雪佛龙公布的未来一段时间内的股票回购规模为750亿美元,具体的时间段则暂未披露。","news_type":1,"symbols_score_info":{"CVX":1}},"isVote":1,"tweetType":1,"viewCount":2733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}