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168隔壁小王
168隔壁小王
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2023-01-15
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168隔壁小王
168隔壁小王
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2023-01-15
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The latest positions of tens of billions of fund managers! Significantly increase positions in two stocks, and be optimistic about these areas in 2023
新能源基金经理施成四季度调仓动向曝光。公募基金2022年四季报陆续披露中。1月14日，管理规模超200亿的基金经理施成旗下6只基金披露了公募基金四季报，施成的最新调仓路径和观点得以曝光。基金四季报数据
The latest positions of tens of billions of fund managers! Significantly increase positions in two stocks, and be optimistic about these areas in 2023
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168隔壁小王
168隔壁小王
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2023-01-15
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Profits exceed expectations again, JPMorgan Chase will support the "facade" of the banking industry in 2023?
摩根大通在1月13日星期五又一次发布了全面超预期的盈利报告，这是过去20个季度中的第12次。按面值计算，收入增长近18%和EPS超出预期46美分，本应在周五推高该股，但在早盘交易中却出现了相反的情况。
Profits exceed expectations again, JPMorgan Chase will support the "facade" of the banking industry in 2023?
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168隔壁小王
168隔壁小王
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2023-01-11
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The crisis in the currency circle is fermenting: Coinbase, the largest digital currency exchange in the United States, will cut 20%
除了裁员，Coinbase CEO还宣布关停多个项目，称本该在去年市场开始调整时裁得更多。上周Genesis计划裁员30%并考虑破产申请；四季度遭客户大挤兑的Silvergate宣布裁员40%。
The crisis in the currency circle is fermenting: Coinbase, the largest digital currency exchange in the United States, will cut 20%
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168隔壁小王
168隔壁小王
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2023-01-11
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Last night and this morning | The Nasdaq rose for three consecutive days, and Chinese concept stocks once again outperformed the market! Biden exposed to hiding confidential documents
摘要：①隔夜纳指涨超1%录3连涨，热门中概再度领跑，阿里巴巴涨近4%；②世界银行将2023年全球GDP增速预期下调至1.7%，并警告存在衰退风险；③美媒：拜登私人办公室内发现10份机密文件。海外行情1
Last night and this morning | The Nasdaq rose for three consecutive days, and Chinese concept stocks once again outperformed the market! Biden exposed to hiding confidential documents
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168隔壁小王
168隔壁小王
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2023-01-11
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Regulatory pressure combined with high interest rates, Wells Fargo, once ranked number one in the United States, reduces its mortgage business
摘要：直到2019年，富国银行都是美国第一大房贷提供商，但富国将不再广泛地发展按揭贷款客户。这是现任CEO自2019年上任以来做出的最新的，或许也是最重要的战略调整。在监管的重压和高利率带来的房地产市
Regulatory pressure combined with high interest rates, Wells Fargo, once ranked number one in the United States, reduces its mortgage business
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168隔壁小王
168隔壁小王
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2023-01-10
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168隔壁小王
168隔壁小王
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2023-01-10
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Russia considers limiting oil discounts as prices are less than half of international oil prices
俄罗斯能源部表示，俄罗斯将监测其原油的国际价格。
Russia considers limiting oil discounts as prices are less than half of international oil prices
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168隔壁小王
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2023-01-10
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168隔壁小王
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Significantly increase positions in two stocks, and be optimistic about these areas in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1127086866","media":"券商中国","summary":"新能源基金经理施成四季度调仓动向曝光。公募基金2022年四季报陆续披露中。1月14日，管理规模超200亿的基金经理施成旗下6只基金披露了公募基金四季报，施成的最新调仓路径和观点得以曝光。基金四季报数据","content":"<p><html><head></head><body>New energy fund manager Shi Cheng's position adjustment trend in the fourth quarter was exposed. The 2022 quarterly reports of public funds are being disclosed one after another. On January 14, six funds owned by Shi Cheng, a fund manager with a management scale of over 20 billion, disclosed the quarterly report of Public Offering of Fund, and Shi Cheng's latest position adjustment path and views were exposed.</p><p>According to the data of the fund's quarterly report, as of December 31, 2022, Shi Cheng's six fund products suffered varying degrees of losses in the fourth quarter, with a total asset size of 20.296 billion yuan, a decrease of 12.2% from 23.115 billion yuan at the end of the third quarter. However, the six fund products under its management Five funds experienced net subscriptions, indicating that fund holders are still sticking to it.</p><p>From the perspective of fund holdings, Shi Cheng's positions have changed slightly, and he still maintains a high position in resource stocks in the upstream of new energy. In addition, Shi Cheng has also increased the layout of more companies outside the upstream industry of new energy.</p><p><b>Increase positions in the fourth quarter</b></p><p>In recent years, the market of new energy track has been booming. With the precise layout of new energy, Shi Cheng, who has served as a fund manager for more than three years, became famous in the first battle. Shi Cheng's management scale has also sharply exceeded the 20 billion yuan mark, attracting the attention of a large number of investors.</p><p>In 2022, the new energy market will stall and fluctuations will increase. The funds managed by Shi Cheng have not been spared, and many products have experienced corrections. According to the data of the fund quarterly report, the six fund products managed by Shi Cheng suffered varying degrees of losses in the fourth quarter, and the total management scale decreased by 12.2% compared with the end of the third quarter.</p><p>However, fund share data also shows that in addition to SDIC<a href=\"https://laohu8.com/S/UBS\">UBS</a>New Energy, the shares of the other five funds managed by Shi Cheng all increased to varying degrees in the fourth quarter, indicating that the holders are sticking to it.</p><p>Since the end of last year, the quotation of lithium battery materials in the upstream of new energy has begun to fall, and the market's expectations for the future prosperity of the upstream, midstream and downstream industrial chains of new energy have changed slightly.</p><p>So what adjustments has Shi Cheng, who has a deeper understanding of new energy investment, made latest?</p><p>According to the quarterly report of the fund, the stock positions of the six funds managed by Shi Cheng all increased to varying degrees. Among them, the stock positions of SDIC UBS Advanced Manufacturing, SDIC UBS New Energy A, SDIC UBS Jinbao, and SDIC UBS Industrial Trend A increased by 4%-6% respectively, and the stock positions exceeded 92%.</p><p>In March and July last year, Shi Cheng held two funds newly issued by SDIC UBS Industrial Upgrading for two years and held two funds by SDIC UBS Industrial Transformation for one year, which continued to increase their positions significantly in the fourth quarter, from 77.73% at the end of the third quarter respectively., 54.08% of the stock positions increased to 91.63% and 89.27% at the end of the fourth quarter.</p><p><b>Sticking to new energy, the layout begins to disperse</b></p><p>Shi Cheng still prefers the new energy industry, and his overall position is relatively high. However, in addition to his adherence to the upstream resource stocks of new energy, some leaders in the middle and lower reaches of the new energy industry chain have also entered the list of the top ten holdings of his products for the first time.</p><p>In terms of specific positions, Shi Cheng's representative work SDIC UBS Advanced Manufacturing in the fourth quarter<a href=\"https://laohu8.com/S/002176\">Jiangte Motor</a>、<a href=\"https://laohu8.com/S/002466\">Tianqi Lithium</a>、<a href=\"https://laohu8.com/S/002756\">Yongxing Materials</a>、<a href=\"https://laohu8.com/S/002192\">Rongjie shares</a>、<a href=\"https://laohu8.com/S/002738\">China Mining Resources</a>、<a href=\"https://laohu8.com/S/600499\">Keda Manufacturing</a>The number of shares held has not changed, and the holdings have increased<a href=\"https://laohu8.com/S/603799\">Huayou Cobalt</a>And<a href=\"https://laohu8.com/S/002709\">Godsend Materials</a>, the number of shares held increased by 7.81% and 19.82% respectively compared with the end of the third quarter, and the market value held at the end of the fourth quarter was 267 million yuan and 245 million yuan respectively.<a href=\"https://laohu8.com/S/600338\">Mount Everest, Tibet</a>And<a href=\"https://laohu8.com/S/000762\">Tibet Mining Industry</a>It became the 9th and 10th largest holdings. As of the end of the fourth quarter, the market value of holdings was 202 million yuan and 186 million yuan respectively.<a href=\"https://laohu8.com/S/002240\">Shengxin lithium energy</a>、<a href=\"https://laohu8.com/S/000408\">Zangge Mining</a>Exit the top ten heavyweight stocks.</p><p>Tianci Materials Co., Ltd. is a leading electrolyte company, and its cathode material business is rapidly increasing.<a href=\"https://laohu8.com/S/601555\">Soochow Securities</a>He said that the company's electrolyte cost advantage is outstanding, and its target is doubling in 2023, and its market share is expected to further increase. Huayou Cobalt is a leading enterprise in the integration of lithium battery materials in the world. It has made in-depth layout of nickel, cobalt and lithium resources in the upstream of the new energy lithium battery materials industry chain, smelting in the midstream, and ternary materials in the downstream. It has also actively deployed lithium battery recycling business.</p><p>It is not difficult to find that although the top ten holdings of SDIC UBS Advanced Manufacturing are still mostly new energy upstream industry companies, in addition to lithium mining companies, Shi Cheng began to pay attention to more other upstream companies.</p><p>The layout of the two holding period products issued by Shi Cheng last year on the new energy track is slightly different from that of other products, and the layout of the new energy industry is more scattered. The upstream, midstream and downstream industry leaders all appear in the top ten heavyweight stocks. For example, SDIC UBS's one-year industrial transformation significantly increased its holdings of Tianci Materials, Yongxing Materials,<a href=\"https://laohu8.com/S/09696\">Tianqi Lithium</a>, Huayou Cobalt, Shengxin Lithium Energy,<a href=\"https://laohu8.com/S/300037\">Xinzhoubang</a>、<a href=\"https://laohu8.com/S/002865\">Junda Shares</a>Waiting for a number of new energy materials and new energy vehicle stocks,<a href=\"https://laohu8.com/S/300014\">EVE Lithium Energy</a>、<a href=\"https://laohu8.com/S/300750\">Ningde era</a>, Tianqi Lithium Industry's three leading new energy stocks also entered the list of the top ten holdings.</p><p><b>Still optimistic about the investment value of growth stocks</b></p><p>Shi Cheng is optimistic that the market will be able to realize the growth industry in 2023. It was pointed out in the Four Seasons Report that Shi Cheng pointed out that the growth industries represented by new energy and semiconductors, after experiencing the valuation killing in 2022, the overall market sentiment and expectations are at a low point. In addition, many manufacturing industries will pass through the overcapacity node in 2023 and have investment value. However, Shi Cheng believes that the investment value of different growth industries is different.</p><p>Shi Cheng pointed out that in the fourth quarter of 2022, the domestic economy will be temporarily sluggish due to the impact of the epidemic. As epidemic control becomes normalized and the flow of people gradually becomes normal, it is expected that the economy will gradually improve in 2023. Economic development is the growth of value. Under the background of growth, we are optimistic about the performance of growth.</p><p>Despite the overall macroeconomic impact, the growth of growth industries is still rapid. From the perspective of 2023, many manufacturing industries will go through the node of overcapacity. For the future outlook, profitability will no longer decline, and it has investment value. Upstream resource products have resource attributes, and due to the speed limit of their long-term supply, they will have high profitability for a long time. These are the two links that Shi Cheng believes have investment value.</p><p>In terms of specific industries, in terms of equipment manufacturing industry, due to certain restrictions on the total volume, the market pays more attention to various new technologies. However, the realization of many new technologies is doubtful. In 2022, the interpretation of new technologies has reached a relatively sufficient position, so we will look for links that can be industrialized for investment.</p><p>In terms of new energy vehicles, Shi Cheng believes that sales in 2023 will significantly exceed current market expectations. From the perspective of China and Europe, the constraints on chips, wiring harnesses and other links have been alleviated, and automobile production will increase. With<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/002594\">BYD</a>New energy vehicles represented by China have the motivation to further reduce prices and seize the market after the launch of new production capacity. At present, the unit profit of fuel vehicles is already low. Foreign asset dealers value profits, and there may be moves to stabilize prices and ensure profits in the future. Therefore, the replacement logic of new energy vehicles is smooth.</p><p>Shi Cheng believes that China's new energy vehicles are likely to have no obvious obstacles before the penetration rate reaches 80%. At present, the valuation of the entire electric vehicle industry chain is at a historically low level, and we are optimistic about the overall industry performance.</p><p>In the new energy power generation industry, silicon material prices are in a downward channel and began to drop in prices in the fourth quarter. Shi Cheng is optimistic that the photovoltaic industry will grow rapidly in 2023. However, because the market has relatively consistent expectations for heavy volume and high expectations for unit profitability, the overall industry chain investment cost performance is not particularly high. Among them, new technologies and low penetration are chosen. Invest in products.</p><p>Shi Cheng is optimistic about TMT industry<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Automobile. The production capacity of the automotive industry has been fully released, making competition fierce in 2023. As an industry with economies of scale, leading companies may quickly widen the gap with tail companies, and 2023 is likely to be a year of severe polarization. The winners of car companies emerging from the differentiation may continue to go global in the future and will carefully observe their investment opportunities.</p><p>Overseas, Europe continues to be affected by the Russia-Ukraine war, energy inflation is high, the overall economic outlook is dull, and the global economic bright spots are limited. Most investment opportunities in 2022 will come from the energy crisis caused by the Russia-Ukraine war, including coal, energy storage, Oil transportation, etc. Shi Cheng predicts that overseas opportunities will also be limited in 2023.</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>The latest positions of tens of billions of fund managers! Significantly increase positions in two stocks, and be optimistic about these areas in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe latest positions of tens of billions of fund managers! Significantly increase positions in two stocks, and be optimistic about these areas in 2023\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2023-01-15 11:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>New energy fund manager Shi Cheng's position adjustment trend in the fourth quarter was exposed. The 2022 quarterly reports of public funds are being disclosed one after another. On January 14, six funds owned by Shi Cheng, a fund manager with a management scale of over 20 billion, disclosed the quarterly report of Public Offering of Fund, and Shi Cheng's latest position adjustment path and views were exposed.</p><p>According to the data of the fund's quarterly report, as of December 31, 2022, Shi Cheng's six fund products suffered varying degrees of losses in the fourth quarter, with a total asset size of 20.296 billion yuan, a decrease of 12.2% from 23.115 billion yuan at the end of the third quarter. However, the six fund products under its management Five funds experienced net subscriptions, indicating that fund holders are still sticking to it.</p><p>From the perspective of fund holdings, Shi Cheng's positions have changed slightly, and he still maintains a high position in resource stocks in the upstream of new energy. In addition, Shi Cheng has also increased the layout of more companies outside the upstream industry of new energy.</p><p><b>Increase positions in the fourth quarter</b></p><p>In recent years, the market of new energy track has been booming. With the precise layout of new energy, Shi Cheng, who has served as a fund manager for more than three years, became famous in the first battle. Shi Cheng's management scale has also sharply exceeded the 20 billion yuan mark, attracting the attention of a large number of investors.</p><p>In 2022, the new energy market will stall and fluctuations will increase. The funds managed by Shi Cheng have not been spared, and many products have experienced corrections. According to the data of the fund quarterly report, the six fund products managed by Shi Cheng suffered varying degrees of losses in the fourth quarter, and the total management scale decreased by 12.2% compared with the end of the third quarter.</p><p>However, fund share data also shows that in addition to SDIC<a href=\"https://laohu8.com/S/UBS\">UBS</a>New Energy, the shares of the other five funds managed by Shi Cheng all increased to varying degrees in the fourth quarter, indicating that the holders are sticking to it.</p><p>Since the end of last year, the quotation of lithium battery materials in the upstream of new energy has begun to fall, and the market's expectations for the future prosperity of the upstream, midstream and downstream industrial chains of new energy have changed slightly.</p><p>So what adjustments has Shi Cheng, who has a deeper understanding of new energy investment, made latest?</p><p>According to the quarterly report of the fund, the stock positions of the six funds managed by Shi Cheng all increased to varying degrees. Among them, the stock positions of SDIC UBS Advanced Manufacturing, SDIC UBS New Energy A, SDIC UBS Jinbao, and SDIC UBS Industrial Trend A increased by 4%-6% respectively, and the stock positions exceeded 92%.</p><p>In March and July last year, Shi Cheng held two funds newly issued by SDIC UBS Industrial Upgrading for two years and held two funds by SDIC UBS Industrial Transformation for one year, which continued to increase their positions significantly in the fourth quarter, from 77.73% at the end of the third quarter respectively., 54.08% of the stock positions increased to 91.63% and 89.27% at the end of the fourth quarter.</p><p><b>Sticking to new energy, the layout begins to disperse</b></p><p>Shi Cheng still prefers the new energy industry, and his overall position is relatively high. However, in addition to his adherence to the upstream resource stocks of new energy, some leaders in the middle and lower reaches of the new energy industry chain have also entered the list of the top ten holdings of his products for the first time.</p><p>In terms of specific positions, Shi Cheng's representative work SDIC UBS Advanced Manufacturing in the fourth quarter<a href=\"https://laohu8.com/S/002176\">Jiangte Motor</a>、<a href=\"https://laohu8.com/S/002466\">Tianqi Lithium</a>、<a href=\"https://laohu8.com/S/002756\">Yongxing Materials</a>、<a href=\"https://laohu8.com/S/002192\">Rongjie shares</a>、<a href=\"https://laohu8.com/S/002738\">China Mining Resources</a>、<a href=\"https://laohu8.com/S/600499\">Keda Manufacturing</a>The number of shares held has not changed, and the holdings have increased<a href=\"https://laohu8.com/S/603799\">Huayou Cobalt</a>And<a href=\"https://laohu8.com/S/002709\">Godsend Materials</a>, the number of shares held increased by 7.81% and 19.82% respectively compared with the end of the third quarter, and the market value held at the end of the fourth quarter was 267 million yuan and 245 million yuan respectively.<a href=\"https://laohu8.com/S/600338\">Mount Everest, Tibet</a>And<a href=\"https://laohu8.com/S/000762\">Tibet Mining Industry</a>It became the 9th and 10th largest holdings. As of the end of the fourth quarter, the market value of holdings was 202 million yuan and 186 million yuan respectively.<a href=\"https://laohu8.com/S/002240\">Shengxin lithium energy</a>、<a href=\"https://laohu8.com/S/000408\">Zangge Mining</a>Exit the top ten heavyweight stocks.</p><p>Tianci Materials Co., Ltd. is a leading electrolyte company, and its cathode material business is rapidly increasing.<a href=\"https://laohu8.com/S/601555\">Soochow Securities</a>He said that the company's electrolyte cost advantage is outstanding, and its target is doubling in 2023, and its market share is expected to further increase. Huayou Cobalt is a leading enterprise in the integration of lithium battery materials in the world. It has made in-depth layout of nickel, cobalt and lithium resources in the upstream of the new energy lithium battery materials industry chain, smelting in the midstream, and ternary materials in the downstream. It has also actively deployed lithium battery recycling business.</p><p>It is not difficult to find that although the top ten holdings of SDIC UBS Advanced Manufacturing are still mostly new energy upstream industry companies, in addition to lithium mining companies, Shi Cheng began to pay attention to more other upstream companies.</p><p>The layout of the two holding period products issued by Shi Cheng last year on the new energy track is slightly different from that of other products, and the layout of the new energy industry is more scattered. The upstream, midstream and downstream industry leaders all appear in the top ten heavyweight stocks. For example, SDIC UBS's one-year industrial transformation significantly increased its holdings of Tianci Materials, Yongxing Materials,<a href=\"https://laohu8.com/S/09696\">Tianqi Lithium</a>, Huayou Cobalt, Shengxin Lithium Energy,<a href=\"https://laohu8.com/S/300037\">Xinzhoubang</a>、<a href=\"https://laohu8.com/S/002865\">Junda Shares</a>Waiting for a number of new energy materials and new energy vehicle stocks,<a href=\"https://laohu8.com/S/300014\">EVE Lithium Energy</a>、<a href=\"https://laohu8.com/S/300750\">Ningde era</a>, Tianqi Lithium Industry's three leading new energy stocks also entered the list of the top ten holdings.</p><p><b>Still optimistic about the investment value of growth stocks</b></p><p>Shi Cheng is optimistic that the market will be able to realize the growth industry in 2023. It was pointed out in the Four Seasons Report that Shi Cheng pointed out that the growth industries represented by new energy and semiconductors, after experiencing the valuation killing in 2022, the overall market sentiment and expectations are at a low point. In addition, many manufacturing industries will pass through the overcapacity node in 2023 and have investment value. However, Shi Cheng believes that the investment value of different growth industries is different.</p><p>Shi Cheng pointed out that in the fourth quarter of 2022, the domestic economy will be temporarily sluggish due to the impact of the epidemic. As epidemic control becomes normalized and the flow of people gradually becomes normal, it is expected that the economy will gradually improve in 2023. Economic development is the growth of value. Under the background of growth, we are optimistic about the performance of growth.</p><p>Despite the overall macroeconomic impact, the growth of growth industries is still rapid. From the perspective of 2023, many manufacturing industries will go through the node of overcapacity. For the future outlook, profitability will no longer decline, and it has investment value. Upstream resource products have resource attributes, and due to the speed limit of their long-term supply, they will have high profitability for a long time. These are the two links that Shi Cheng believes have investment value.</p><p>In terms of specific industries, in terms of equipment manufacturing industry, due to certain restrictions on the total volume, the market pays more attention to various new technologies. However, the realization of many new technologies is doubtful. In 2022, the interpretation of new technologies has reached a relatively sufficient position, so we will look for links that can be industrialized for investment.</p><p>In terms of new energy vehicles, Shi Cheng believes that sales in 2023 will significantly exceed current market expectations. From the perspective of China and Europe, the constraints on chips, wiring harnesses and other links have been alleviated, and automobile production will increase. With<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/002594\">BYD</a>New energy vehicles represented by China have the motivation to further reduce prices and seize the market after the launch of new production capacity. At present, the unit profit of fuel vehicles is already low. Foreign asset dealers value profits, and there may be moves to stabilize prices and ensure profits in the future. Therefore, the replacement logic of new energy vehicles is smooth.</p><p>Shi Cheng believes that China's new energy vehicles are likely to have no obvious obstacles before the penetration rate reaches 80%. At present, the valuation of the entire electric vehicle industry chain is at a historically low level, and we are optimistic about the overall industry performance.</p><p>In the new energy power generation industry, silicon material prices are in a downward channel and began to drop in prices in the fourth quarter. Shi Cheng is optimistic that the photovoltaic industry will grow rapidly in 2023. However, because the market has relatively consistent expectations for heavy volume and high expectations for unit profitability, the overall industry chain investment cost performance is not particularly high. Among them, new technologies and low penetration are chosen. Invest in products.</p><p>Shi Cheng is optimistic about TMT industry<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Automobile. The production capacity of the automotive industry has been fully released, making competition fierce in 2023. As an industry with economies of scale, leading companies may quickly widen the gap with tail companies, and 2023 is likely to be a year of severe polarization. The winners of car companies emerging from the differentiation may continue to go global in the future and will carefully observe their investment opportunities.</p><p>Overseas, Europe continues to be affected by the Russia-Ukraine war, energy inflation is high, the overall economic outlook is dull, and the global economic bright spots are limited. Most investment opportunities in 2022 will come from the energy crisis caused by the Russia-Ukraine war, including coal, energy storage, Oil transportation, etc. Shi Cheng predicts that overseas opportunities will also be limited in 2023.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127086866","content_text":"新能源基金经理施成四季度调仓动向曝光。公募基金2022年四季报陆续披露中。1月14日，管理规模超200亿的基金经理施成旗下6只基金披露了公募基金四季报，施成的最新调仓路径和观点得以曝光。基金四季报数据显示，截至2022年12月31日，施成旗下6只基金产品四季度出现不同程度亏损，资产总规模202.96亿元，环比三季度末231.15亿元下降12.2%，不过其管理的6只基金产品中有5只基金出现净申购，显示基金持有人仍在坚守。从基金持股来看，施成持仓出现些许变动，对新能源上游的资源股仍保持较高仓位，除此之外，施成还加大了对新能源上游产业之外的更多公司进行布局。四季度提升仓位近年来，新能源赛道行情火爆，凭借对新能源的精准布局，担任基金经理3年多的施成一战成名。施成的管理规模也急剧突破200亿元大关，受到大量投资者关注。2022年新能源行情熄火，波动加大，施成管理的基金也未能幸免，多只产品出现回调。基金四季报数据显示，施成管理的6只基金产品在四季度出现不同程度亏损，总管理规模环比三季度末下降12.2%。不过，基金份额数据也显示，除了国投瑞银新能源，施成管理的其他5只基金份额在四季度均获得不同程度增长，显示持有人在坚守。去年底以来，新能源上游锂电材料报价开始下跌，市场对新能源上中下游产业链未来景气度的预期出现些许变化。那么对新能源投资理解较为深刻的施成最新做了哪些调整呢？基金四季报显示，施成管理的6只基金的股票仓位均呈现不同程度加仓。其中，国投瑞银先进制造、国投瑞银新能源A、国投瑞银进宝、国投瑞银产业趋势A的股票仓位分别上升了4%-6%不等，股票仓位超过92%。施成去年3月和7月新发的国投瑞银产业升级两年持有、国投瑞银产业转型一年持有2只基金在四季度继续大幅加仓，分别从三季度末77.73%、54.08%的股票仓位，增加至四季度末91.63%、89.27%。坚守新能源，布局开始分散施成仍偏爱新能源行业，总体持仓较高，不过除了对新能源上游资源股的坚守外，一些新能源产业链中下游龙头也首次进入其旗下产品的十大重仓股名单中。具体持仓来看，施成的代表作国投瑞银先进制造四季度对江特电机、天齐锂业、永兴材料、融捷股份、中矿资源、科达制造的持股数量没有发生变化，增持了华友钴业和天赐材料，持股数量较三季度末分别增加了7.81%、19.82%，四季度末持有市值分别为2.67亿元、2.45亿元。西藏珠峰和西藏矿业成为第9、10大重仓股，截至四季度末，持有市值分别为2.02亿元、1.86亿元。盛新锂能、藏格矿业退出前十大重仓股。天赐材料公司是电解液龙头企业，正极材料业务快速放量。东吴证券表示，公司电解液成本优势突出，2023年目标翻倍增长，市占率预计进一步提升。华友钴业是全球锂电材料一体化龙头企业，在新能源锂电材料产业链上游的镍钴锂资源、中游的冶炼、下游的三元材料进行了深度布局，还积极布局了锂电池循环回收业务。不难发现，国投瑞银先进制造的前十大重仓股虽然仍以新能源上游产业公司居多，不过除了锂矿公司外，施成开始关注更多其他上游公司。施成去年发行的2只持有期产品对新能源赛道的布局与其余产品的重仓股有些许不同，对新能源产业的布局更为分散，上中下游产业龙头均有出现在十大重仓股中。如国投瑞银产业转型一年持有在四季度大幅增持了天赐材料、永兴材料、天齐锂业、华友钴业、盛新锂能、新宙邦、钧达股份等一众新能源材料、新能源汽车股，亿纬锂能、宁德时代、天齐锂业三只新能源龙头股也进入前十大重仓股名单中。仍看好成长股投资价值施成看好2023年能够兑现成长行业的行情。在四季报中指出，施成指出，以新能源、半导体为代表的成长行业，在经历了2022年的杀估值以后，整体市场情绪和预期处于低点，此外，2023年不少制造业将走过产能过剩节点，具备投资价值。不过，施成认为不同成长行业的投资价值不同。施成指出，2022年四季度，国内经济由于疫情影响暂时低迷。随着疫情管控进入常态化，人员流动逐步正常，预计2023年经济将逐步向好。经济的发展是价值搭台而成长唱戏，在增长的大背景下，看好成长的表现。虽然有整体宏观经济的影响，但成长行业的增长依然快速。从2023年来看，不少制造业将走过其产能过剩的节点，对于未来展望，盈利能力不再下滑，具备投资价值。上游资源品具备资源属性，由于其长期供应的速度限制，会长期具备高盈利能力。这是施成认为具备投资价值的两个环节。具体行业来看，设备制造业方面，由于总量受到一定制约，市场更关注各种新技术。但不少新技术的兑现度是存疑的，2022年对于新技术的演绎到了一个比较充分的位置，因此将寻找其中可以产业化的环节进行投资。新能源汽车方面，施成认为2023年的销量会明显超过目前市场预期。从中国和欧洲来看，芯片、线束等环节的制约得到缓解，汽车产量会提升。以特斯拉、比亚迪为代表的新能源汽车，在新产能投放后有进一步降价抢占市场的动力。目前燃油车的单位盈利已经较低，外资产商对于利润看重，后续有可能会有稳价保盈利的举动，因此新能源汽车的替代逻辑顺利。施成认为，中国的新能源汽车很可能在渗透率到80%之前，都不会有明显的阻碍。目前整个电动汽车产业链的估值在历史低位，看好整体行业表现。新能源发电行业，硅料价格处于下行通道在四季度开始降价。施成看好光伏行业在2023年有较快增长，但由于市场对于放量的预期较为一致，同时对于单位盈利能力的期望较高，整体产业链投资性价比并没有特别高，选择其中新技术、低渗透率产品进行投资。TMT行业施成看好智能汽车。汽车行业的产能充分释放，使得2023年竞争将会很激烈。而作为规模经济的行业，头部企业可能会迅速拉大和尾部企业的差距，2023年很可能是两极分化剧烈的年份。车企从分化中走出的胜者，未来有可能继续走向全球，会仔细观察其投资机会。海外方面，欧洲继续受到俄乌战争等影响，能源通胀高企，整体经济前景平淡，全球经济亮点有限，2022年大部分的投资机会都来自于俄乌战争造成的能源危机，包括煤炭、储能、油运等。施成预计2023年海外机会也偏有限。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":626395600,"gmtCreate":1673790245132,"gmtModify":1676538885665,"author":{"id":"4096503759862960","authorId":"4096503759862960","name":"168隔壁小王","avatar":"https://static.tigerbbs.com/16c0ae9ccdde02c7c231aba5b181dba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096503759862960","idStr":"4096503759862960"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626395600","repostId":"1101124635","repostType":4,"repost":{"id":"1101124635","kind":"news","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1673776709,"share":"https://ttm.financial/m/news/1101124635?lang=en_US&edition=fundamental","pubTime":"2023-01-15 17:58","market":"us","language":"zh","title":"Profits exceed expectations again, JPMorgan Chase will support the \"facade\" of the banking industry in 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=1101124635","media":"美股研究社","summary":"摩根大通在1月13日星期五又一次发布了全面超预期的盈利报告，这是过去20个季度中的第12次。按面值计算，收入增长近18%和EPS超出预期46美分，本应在周五推高该股，但在早盘交易中却出现了相反的情况。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>On Friday, January 13th, it released another across the board earnings report that beat expectations, the 12th time in the past 20 quarters. Revenue growth of nearly 18% and EPS beating estimates of 46 cents at par should have pushed the stock higher on Friday, but the opposite was seen in early trading.</p><p>Let's review the good and bad parts of JPMorgan's earnings report, and we'll discuss whether it makes sense to hold it at current levels by revisiting the stock.</p><p><b>01</b></p><p><b>Works well</b></p><p>Directionally, there isn't much to surprise investors and analysts with JPMorgan's data. On a broad thematic level, a rising interest rate environment has helped banks expand their spreads on the consumer and commercial front, but has hurt the segment of investment banking.</p><p>In my opinion, what works in JPMorgan's favor is the company's diverse business model and superior execution. I've made the argument several times on Seeking Alpha that JPMorgan stands out as a best-in-class bank that not only complies with macroeconomic and industry trends, but also tends to deliver results that outperform peers.</p><p>For example, diversification has largely insulated the bank from a sharp decline in investment banking activity. While JPMorgan's banking expenses plunged 58% year-over-year, even worse than the 47% drop in the third quarter, the $1.7 billion sub-segment revenue accounted for just 13% of the CIB (corporate and investment banking) segment revenue and only 5% of the company's total revenue.</p><p>Consumer banking and wealth management, which accounted for 28% of total revenue, were key highlights in the fourth quarter. The business grew by a whopping 56% year over year, driven by a favorable interest rate environment. In contrast,<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>(NYSE: WFC) 's consumer and small business banking segments grew 36% during the period, while Citigroup's (NYSE: C) personal banking and wealth management segments grew 5% year over year.</p><p><img src=\"https://static.tigerbbs.com/5a874de3f15934f40da8d113718b85ac\" tg-width=\"640\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p>JP Morgan's I Rpage</p><p>While many executives in the banking industry like to argue that lowering interest rates doesn't necessarily cause trouble for their financial performance, JPMorgan clearly has the ability to capitalize when rates move in the opposite direction. A similar phenomenon can be observed on the commercial bank side, where revenue, which accounts for one tenth of the company's total revenue, increased by 30% in the fourth quarter.</p><p>Regarding execution, non-interest expense grew 6% year over year, below inflation, and caught my eye. While JPMorgan sees lower legal fees as a positive, I think tighter cost management (think the recent rounds of layoffs announced by some of the largest banks) may also play a role in creating operating leverage. I hope to see this trend continue in what many predict will be a challenging 2023.</p><p>Finally, investors may be comfortable with share buybacks expected to restart in 2023, as previously hinted by JPMorgan's executive team. During the earnings call, Chief Financial Officer Jeremy Barnum cited a high target of $12 billion in buybacks this year, which could help turn bearish sentiment on JPM into bullish during the trading session.</p><p><b>02</b></p><p><b>Possible problems</b></p><p>To sum up, JPMorgan's earnings report wasn't flawless. First, as mentioned earlier, investment banking has taken a considerable hit, mainly due to deteriorating market conditions and rising interest rates. Despite claims from Jamie Dimon & Co. that JPMorgan remains the industry leader, it's unlikely to see the banking sector recover anytime soon, in my opinion.</p><p>Additionally, additional credit loss provisions looked particularly rich this quarter. On the consumer side, it was $1.8 billion last quarter compared to $529 million last quarter and over $1 billion this time last year, putting considerable pressure on segment profits, which were up just 10% year-over-year compared to a 29% increase in revenue (see table above). The business side of the story isn't that different.</p><p>Aside from bottom-line headwinds limited to quarterly results, these numbers alone don't represent much. But more worryingly, they appear to represent a more pessimistic view of the global economy, as can be seen when we contrast CEO Jamie Dimon's narrative of the macro landscape in the third quarter and the fourth quarter.</p><p>Q3: \"In the United States, consumers continue to spend, balance sheets are solid, job openings are abundant, and businesses remain healthy. However, the headwinds before us are great. While we hope for the best, we are always vigilant and prepared for bad results.\"</p><p>Q4: \"The U.S. economy is still strong, consumers are still spending too much cash, and businesses are healthy. However, we still don't know the final impact of headwinds. We remain vigilant and prepared for whatever happens.\"</p><p>A slight shift from cautiously optimistic to outright caution may be reflected in consumer loan balances that continue to rise, suggesting that consumer balance sheets are not as strong now as they were earlier last year and before. JPMorgan's credit card servicing loans, the largest subcategory in the consumer space, grew 20% year over year and 9% sequentially to $185 billion.</p><p><b>03</b></p><p><b>JPMorgan remains a solid pick for the banking sector</b></p><p>At the end of the day, I think JPMorgan's fourth-quarter results were solid. Considering the level of uncertainty surrounding the state of the global economy in 2023 and the fact that JPMorgan is up 37% since the end of the third quarter of last year, it may be difficult for the stock to climb any further. Of course, this at least bodes well for momentum.</p><p><img src=\"https://static.tigerbbs.com/2963af0a16c5d8c34d8c451ccc9071b6\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/></p><p>YCharts Data</p><p>However, compared to a short-term trader, I am more of an investor who focuses on diversifying a portfolio of high-quality stocks. Given the longer time horizon, I think it makes sense to own equity in a high-performing bank like JPMorgan.</p><p>Its valuation isn't necessarily cheap, either compared to recent history or compared to what I see as lower-quality alternatives in the sector (see chart above). But I think higher P/E is reasonably justified by JPMorgan's consistently strong execution and more balanced income mix.</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>Profits exceed expectations again, JPMorgan Chase will support the \"facade\" of the banking industry in 2023?</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\">\nProfits exceed expectations again, JPMorgan Chase will support the \"facade\" of the banking industry in 2023?\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time smaller\">2023-01-15 17:58</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>On Friday, January 13th, it released another across the board earnings report that beat expectations, the 12th time in the past 20 quarters. Revenue growth of nearly 18% and EPS beating estimates of 46 cents at par should have pushed the stock higher on Friday, but the opposite was seen in early trading.</p><p>Let's review the good and bad parts of JPMorgan's earnings report, and we'll discuss whether it makes sense to hold it at current levels by revisiting the stock.</p><p><b>01</b></p><p><b>Works well</b></p><p>Directionally, there isn't much to surprise investors and analysts with JPMorgan's data. On a broad thematic level, a rising interest rate environment has helped banks expand their spreads on the consumer and commercial front, but has hurt the segment of investment banking.</p><p>In my opinion, what works in JPMorgan's favor is the company's diverse business model and superior execution. I've made the argument several times on Seeking Alpha that JPMorgan stands out as a best-in-class bank that not only complies with macroeconomic and industry trends, but also tends to deliver results that outperform peers.</p><p>For example, diversification has largely insulated the bank from a sharp decline in investment banking activity. While JPMorgan's banking expenses plunged 58% year-over-year, even worse than the 47% drop in the third quarter, the $1.7 billion sub-segment revenue accounted for just 13% of the CIB (corporate and investment banking) segment revenue and only 5% of the company's total revenue.</p><p>Consumer banking and wealth management, which accounted for 28% of total revenue, were key highlights in the fourth quarter. The business grew by a whopping 56% year over year, driven by a favorable interest rate environment. In contrast,<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>(NYSE: WFC) 's consumer and small business banking segments grew 36% during the period, while Citigroup's (NYSE: C) personal banking and wealth management segments grew 5% year over year.</p><p><img src=\"https://static.tigerbbs.com/5a874de3f15934f40da8d113718b85ac\" tg-width=\"640\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p>JP Morgan's I Rpage</p><p>While many executives in the banking industry like to argue that lowering interest rates doesn't necessarily cause trouble for their financial performance, JPMorgan clearly has the ability to capitalize when rates move in the opposite direction. A similar phenomenon can be observed on the commercial bank side, where revenue, which accounts for one tenth of the company's total revenue, increased by 30% in the fourth quarter.</p><p>Regarding execution, non-interest expense grew 6% year over year, below inflation, and caught my eye. While JPMorgan sees lower legal fees as a positive, I think tighter cost management (think the recent rounds of layoffs announced by some of the largest banks) may also play a role in creating operating leverage. I hope to see this trend continue in what many predict will be a challenging 2023.</p><p>Finally, investors may be comfortable with share buybacks expected to restart in 2023, as previously hinted by JPMorgan's executive team. During the earnings call, Chief Financial Officer Jeremy Barnum cited a high target of $12 billion in buybacks this year, which could help turn bearish sentiment on JPM into bullish during the trading session.</p><p><b>02</b></p><p><b>Possible problems</b></p><p>To sum up, JPMorgan's earnings report wasn't flawless. First, as mentioned earlier, investment banking has taken a considerable hit, mainly due to deteriorating market conditions and rising interest rates. Despite claims from Jamie Dimon & Co. that JPMorgan remains the industry leader, it's unlikely to see the banking sector recover anytime soon, in my opinion.</p><p>Additionally, additional credit loss provisions looked particularly rich this quarter. On the consumer side, it was $1.8 billion last quarter compared to $529 million last quarter and over $1 billion this time last year, putting considerable pressure on segment profits, which were up just 10% year-over-year compared to a 29% increase in revenue (see table above). The business side of the story isn't that different.</p><p>Aside from bottom-line headwinds limited to quarterly results, these numbers alone don't represent much. But more worryingly, they appear to represent a more pessimistic view of the global economy, as can be seen when we contrast CEO Jamie Dimon's narrative of the macro landscape in the third quarter and the fourth quarter.</p><p>Q3: \"In the United States, consumers continue to spend, balance sheets are solid, job openings are abundant, and businesses remain healthy. However, the headwinds before us are great. While we hope for the best, we are always vigilant and prepared for bad results.\"</p><p>Q4: \"The U.S. economy is still strong, consumers are still spending too much cash, and businesses are healthy. However, we still don't know the final impact of headwinds. We remain vigilant and prepared for whatever happens.\"</p><p>A slight shift from cautiously optimistic to outright caution may be reflected in consumer loan balances that continue to rise, suggesting that consumer balance sheets are not as strong now as they were earlier last year and before. JPMorgan's credit card servicing loans, the largest subcategory in the consumer space, grew 20% year over year and 9% sequentially to $185 billion.</p><p><b>03</b></p><p><b>JPMorgan remains a solid pick for the banking sector</b></p><p>At the end of the day, I think JPMorgan's fourth-quarter results were solid. Considering the level of uncertainty surrounding the state of the global economy in 2023 and the fact that JPMorgan is up 37% since the end of the third quarter of last year, it may be difficult for the stock to climb any further. Of course, this at least bodes well for momentum.</p><p><img src=\"https://static.tigerbbs.com/2963af0a16c5d8c34d8c451ccc9071b6\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/></p><p>YCharts Data</p><p>However, compared to a short-term trader, I am more of an investor who focuses on diversifying a portfolio of high-quality stocks. Given the longer time horizon, I think it makes sense to own equity in a high-performing bank like JPMorgan.</p><p>Its valuation isn't necessarily cheap, either compared to recent history or compared to what I see as lower-quality alternatives in the sector (see chart above). But I think higher P/E is reasonably justified by JPMorgan's consistently strong execution and more balanced income mix.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7e2f636e805bfca87903ab08fc842298","relate_stocks":{"JPM":"摩根大通"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101124635","content_text":"摩根大通在1月13日星期五又一次发布了全面超预期的盈利报告，这是过去20个季度中的第12次。按面值计算，收入增长近18%和EPS超出预期46美分，本应在周五推高该股，但在早盘交易中却出现了相反的情况。让我们回顾一下摩根大通收益报告中的好坏部分，我们将通过重新审视股票来讨论以当前水平持有它是否有意义。01运作良好从方向上看，摩根大通的数据并没有太多让投资者和分析师感到惊讶的地方。在广泛的主题层面上，利率上升的环境有助于银行在消费者和商业方面的利差扩大，但损害了投资银行业务的细分市场。在我看来，对摩根大通有利的是该公司多元化的商业模式和卓越的执行力。我在Seeking Alpha上多次提出论点，即摩根大通作为一流的银行脱颖而出，不仅顺应宏观经济和行业趋势，而且提供的业绩往往优于同行。例如，多元化在很大程度上使该银行免受投资银行活动急剧下降的影响。尽管摩根大通的银行业务费用同比暴跌58%，甚至比第三季度47%的降幅还要糟糕，17亿美元的子部门收入仅占CIB（企业和投资银行）部门收入的13%，仅占公司总收入的5%。占总收入28%的消费者银行业务和财富管理业务是第四季度的主要亮点。在有利的利率环境的推动下，该业务同比增长高达56%。相比之下，富国银行(NYSE:WFC)的消费者和小型企业银行业务在此期间增长了36%，而花旗集团(NYSE:C)的个人银行业务和财富管理部门同比增长5%。JP Morgan'sI Rpage虽然银行业的许多管理人员喜欢争辩说，降低利率并不一定会给他们的财务业绩带来麻烦，但摩根大通显然有能力在利率向相反方向移动时进行资本化。在商业银行方面也可以观察到类似的现象，占公司总收入十分之一的收入在第四季度增长了30%。关于执行，非利息支出同比增长6%，低于通货膨胀率，引起了我的注意。虽然摩根大通认为较低的法律费用是一个积极因素，但我认为更严格的成本管理（想想一些最大的银行最近宣布的几轮裁员）也可能在创造经营杠杆方面发挥作用。我希望看到这一趋势在许多人预测充满挑战的2023年继续下去。最后，正如摩根大通执行团队此前暗示的那样，投资者可能对预计将于2023年重启的股票回购感到满意。在财报电话会议上，首席财务官杰里米·巴纳姆(Jeremy Barnum)引用了今年回购120亿美元的高目标，这可能有助于在交易时段将对JPM的看跌情绪转为看涨情绪。02可能存在的问题综上所述，摩根大通的收益报告并非完美无缺。首先，如前所述，投资银行业务受到了相当大的打击，主要是由于市场环境恶化和利率上升。尽管杰米戴蒙公司声称摩根大通仍然是行业领导者，在我看来，银行业不太可能很快恢复。此外，本季度额外的信贷损失拨备看起来特别丰富。在消费者方面，上季度为18亿美元，而上季度为5.29亿美元，去年这个时候超过10亿美元，这对部门利润造成了相当大的压力，与收入增长29%相比，该部门利润仅同比增长10%（见上表）。商业方面的故事并没有太大不同。除了仅限于季度业绩的底线逆风之外，仅这些数字并不能代表太多。但更令人担忧的是，它们似乎代表了对全球经济更为悲观的看法，当我们将首席执行官杰米·戴蒙(Jamie Dimon)对第三季度和第四季度宏观格局的叙述进行对比时可以看出这一点。第3季度：“在美国，消费者继续支出，资产负债表稳健，职位空缺充足，企业保持健康。但是，摆在我们面前的阻力很大。虽然我们希望最好的结果，我们始终保持警惕，并为糟糕的结果做好准备。”第4季度：“美国经济目前依然强劲，消费者仍在支出过多现金，企业健康。但是，我们仍然不知道逆风的最终影响。我们保持警惕，并为发生的一切做好准备。”从谨慎乐观到彻底谨慎的轻微转变可能反映在继续上升的消费者贷款余额中，表明消费者资产负债表现在不像去年早些时候和之前那样强劲。摩根大通的信用卡服务贷款是消费领域最大的子类别，同比增长20%，环比增长9%，达到1850亿美元。03摩根大通仍然是银行业的可靠选择归根结底，我认为摩根大通第四季度的业绩是稳健的。考虑到2023年全球经济状况存在一定程度的不确定性，以及摩根大通自去年第三季度末以来上涨了37%，该股可能很难再进一步攀升。当然，这至少预示着势头良好。YCharts数据然而，与短线交易者相比，我更像是一个关注高质量股票投资组合多元化的投资者。考虑到更长的时间范围，我认为拥有像摩根大通这样的高绩效银行的股权是有意义的。无论是与最近的历史相比，还是与我认为该行业中质量较低的替代品相比，其估值不一定便宜（见上图）。但我认为，摩根大通一贯强劲的执行力和更平衡的收入组合合理地证明了更高的市盈率。","news_type":1,"symbols_score_info":{"JPM":0.9}},"isVote":1,"tweetType":1,"viewCount":2868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628490731,"gmtCreate":1673399014325,"gmtModify":1676538830286,"author":{"id":"4096503759862960","authorId":"4096503759862960","name":"168隔壁小王","avatar":"https://static.tigerbbs.com/16c0ae9ccdde02c7c231aba5b181dba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096503759862960","idStr":"4096503759862960"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628490731","repostId":"2302097321","repostType":4,"repost":{"id":"2302097321","kind":"news","pubTimestamp":1673393261,"share":"https://ttm.financial/m/news/2302097321?lang=en_US&edition=fundamental","pubTime":"2023-01-11 07:27","market":"hk","language":"zh","title":"The crisis in the currency circle is fermenting: Coinbase, the largest digital currency exchange in the United States, will cut 20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2302097321","media":"李丹","summary":"除了裁员，Coinbase CEO还宣布关停多个项目，称本该在去年市场开始调整时裁得更多。上周Genesis计划裁员30%并考虑破产申请；四季度遭客户大挤兑的Silvergate宣布裁员40%。","content":"<p><html><head></head><body>In addition to layoffs, Coinbase CEO also announced the closure of multiple projects, saying that more layoffs should have been laid off when the market began to adjust last year. Last week Genesis planned to cut 30% of its workforce and consider bankruptcy filing; Silvergate, which suffered a big run on customers in the fourth quarter, announced 40% layoffs. The bankruptcy of the cryptocurrency exchange FTX has made it worse for companies in the currency circle that are already facing difficulties due to falling currency prices. Even some well-known companies in the currency circle are taking actions to lay off employees or possibly go bankrupt to protect themselves.</p><p>On Tuesday, January 10th, Eastern Time, Brain Amstrong, CEO of Coinbase, the largest and first cryptocurrency exchange listed in the United States, announced through his official blog that he had made a difficult decision, which would reduce the operating expenses of this quarter compared with the previous quarter. About 25%, specific measures include laying off about 950 employees, and all laid-off employees will be notified on the same day.</p><p>This means that Coinbase will lay off about 20% of its employees, which is equivalent to one out of every five employees. Because public information shows that as of the end of September 2022, the company has a total of about 4,700 employees. This is another round of major layoffs at Coinbase in more than half a year. In June 2022, the company announced that it would lay off 18% of its employees, about 1,200 employees, and in November, about 60 positions would be abolished.</p><p>CEO Amstong mentioned in his blog on Tuesday that as part of the actions related to layoffs, Coinbase will shut down multiple projects with low probability of success, and the affected teams will be notified on Tuesday. Other projects will continue to operate as usual, but with fewer manpower than before.</p><p>Explaining why he decided to lay off employees, Amstong said that Coinbase is well-capitalized and the cryptocurrency industry is not at the end of the road. Unnamely, he mentioned FTX, which has entered the bankruptcy process, saying he believes that recent events, including the collapse of a large competitor and increasing regulatory clarity, will ultimately benefit Coinbase, and they validate Coinbase's long-term strategy. But these changes will take time to materialize, and Coinbase needs to ensure that it has appropriate operating efficiency in order to weather the downturn of the cryptocurrency market and seize possible opportunities.</p><p>Amstrong wrote that the cryptocurrency industry is difficult to predict, but the key is to make plans to ensure that you can successfully run your business when there are many possible outcomes in the future. In the past decade, Coinbase has used this process to weather many bear markets. This is the first time that the company has encountered a cryptocurrency industry cycle that coincides with the downturn of the entire economy. Obviously, the company needs to cut expenses and increase the odds of doing well in all situations. There is no choice but to lay off employees.</p><p>Amstrong pointed out that the reason why Coinbase has come to the point where it has to lay off employees is partly due to some factors beyond its control, but he also has some responsibilities as CEO. \"Last year, we also cut people when the market began to adjust. Looking back now, we could have cut more at that time.\"</p><p>Coinbase expects that actions related to business restructuring such as layoffs will incur costs of US $149 million to US $163 million in the first quarter of 2023, and the restructuring will be basically completed before the end of the second quarter. Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) for the full year of 2023 is expected to be a loss of approximately US $500 million, which is within the company's performance guidance range for 2022.</p><p>Owen Lau, an analyst at Oppenheimer, commented that the new round of layoffs at Coinbase is due to the fact that the trading volume of cryptocurrencies is still low, especially after the bankruptcy of FTX. Analysts at Keefe Bruyette & Woods commented that the new action will help mitigate the challenging environmental impact on Coinbase, but may not allow the company to turn a profit.</p><p>On the day Amstong announced the action, Coinbase's stock price quickly turned higher on Tuesday despite an open low, rising by more than 3% intraday, and still fell by more than 80% in the past year.</p><p>At present, the bear market of cryptocurrencies has entered its second year, and a series of thunderstorms in the industry, such as the bankruptcy of FTX, have also hurt the prospects of the entire industry. Before Coinbase announced layoffs, well-known currency companies had taken similar actions.</p><p>Wall Street News mentioned last week that dragged down by the collapse of FTX, encryption lender Genesis Trading will lay off 60 people, accounting for 30% of the total employees, and will file for bankruptcy protection. The FTX incident triggered customer concerns about Silvergate Capital, a bank serving the currency circle (<a href=\"https://laohu8.com/S/SI\">Silvergate Capital</a>), the company's cryptocurrency-related deposits dropped sharply by 68% in the fourth quarter of 2022. When it disclosed its results last week, it announced the layoff of about 200 people and about 40% of its employees.</p><p></body></html></p>","source":"awtmt_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The crisis in the currency circle is fermenting: Coinbase, the largest digital currency exchange in the United States, will cut 20%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe crisis in the currency circle is fermenting: Coinbase, the largest digital currency exchange in the United States, will cut 20%\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">李丹</strong><span class=\"h-time small\">2023-01-11 07:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In addition to layoffs, Coinbase CEO also announced the closure of multiple projects, saying that more layoffs should have been laid off when the market began to adjust last year. Last week Genesis planned to cut 30% of its workforce and consider bankruptcy filing; Silvergate, which suffered a big run on customers in the fourth quarter, announced 40% layoffs. The bankruptcy of the cryptocurrency exchange FTX has made it worse for companies in the currency circle that are already facing difficulties due to falling currency prices. Even some well-known companies in the currency circle are taking actions to lay off employees or possibly go bankrupt to protect themselves.</p><p>On Tuesday, January 10th, Eastern Time, Brain Amstrong, CEO of Coinbase, the largest and first cryptocurrency exchange listed in the United States, announced through his official blog that he had made a difficult decision, which would reduce the operating expenses of this quarter compared with the previous quarter. About 25%, specific measures include laying off about 950 employees, and all laid-off employees will be notified on the same day.</p><p>This means that Coinbase will lay off about 20% of its employees, which is equivalent to one out of every five employees. Because public information shows that as of the end of September 2022, the company has a total of about 4,700 employees. This is another round of major layoffs at Coinbase in more than half a year. In June 2022, the company announced that it would lay off 18% of its employees, about 1,200 employees, and in November, about 60 positions would be abolished.</p><p>CEO Amstong mentioned in his blog on Tuesday that as part of the actions related to layoffs, Coinbase will shut down multiple projects with low probability of success, and the affected teams will be notified on Tuesday. Other projects will continue to operate as usual, but with fewer manpower than before.</p><p>Explaining why he decided to lay off employees, Amstong said that Coinbase is well-capitalized and the cryptocurrency industry is not at the end of the road. Unnamely, he mentioned FTX, which has entered the bankruptcy process, saying he believes that recent events, including the collapse of a large competitor and increasing regulatory clarity, will ultimately benefit Coinbase, and they validate Coinbase's long-term strategy. But these changes will take time to materialize, and Coinbase needs to ensure that it has appropriate operating efficiency in order to weather the downturn of the cryptocurrency market and seize possible opportunities.</p><p>Amstrong wrote that the cryptocurrency industry is difficult to predict, but the key is to make plans to ensure that you can successfully run your business when there are many possible outcomes in the future. In the past decade, Coinbase has used this process to weather many bear markets. This is the first time that the company has encountered a cryptocurrency industry cycle that coincides with the downturn of the entire economy. Obviously, the company needs to cut expenses and increase the odds of doing well in all situations. There is no choice but to lay off employees.</p><p>Amstrong pointed out that the reason why Coinbase has come to the point where it has to lay off employees is partly due to some factors beyond its control, but he also has some responsibilities as CEO. \"Last year, we also cut people when the market began to adjust. Looking back now, we could have cut more at that time.\"</p><p>Coinbase expects that actions related to business restructuring such as layoffs will incur costs of US $149 million to US $163 million in the first quarter of 2023, and the restructuring will be basically completed before the end of the second quarter. Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) for the full year of 2023 is expected to be a loss of approximately US $500 million, which is within the company's performance guidance range for 2022.</p><p>Owen Lau, an analyst at Oppenheimer, commented that the new round of layoffs at Coinbase is due to the fact that the trading volume of cryptocurrencies is still low, especially after the bankruptcy of FTX. Analysts at Keefe Bruyette & Woods commented that the new action will help mitigate the challenging environmental impact on Coinbase, but may not allow the company to turn a profit.</p><p>On the day Amstong announced the action, Coinbase's stock price quickly turned higher on Tuesday despite an open low, rising by more than 3% intraday, and still fell by more than 80% in the past year.</p><p>At present, the bear market of cryptocurrencies has entered its second year, and a series of thunderstorms in the industry, such as the bankruptcy of FTX, have also hurt the prospects of the entire industry. Before Coinbase announced layoffs, well-known currency companies had taken similar actions.</p><p>Wall Street News mentioned last week that dragged down by the collapse of FTX, encryption lender Genesis Trading will lay off 60 people, accounting for 30% of the total employees, and will file for bankruptcy protection. The FTX incident triggered customer concerns about Silvergate Capital, a bank serving the currency circle (<a href=\"https://laohu8.com/S/SI\">Silvergate Capital</a>), the company's cryptocurrency-related deposits dropped sharply by 68% in the fourth quarter of 2022. When it disclosed its results last week, it announced the layoff of about 200 people and about 40% of its employees.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3679529?extract=1\">李丹</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/709c8c52047b7d3426eff9782845dade","relate_stocks":{"BK4539":"次新股","BK4112":"金融交易所和数据","BK4535":"淡马锡持仓","COIN":"Coinbase Global, Inc.","BK4554":"元宇宙及AR概念","BK4551":"寇图资本持仓"},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3679529?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302097321","content_text":"除了裁员，Coinbase CEO还宣布关停多个项目，称本该在去年市场开始调整时裁得更多。上周Genesis计划裁员30%并考虑破产申请；四季度遭客户大挤兑的Silvergate宣布裁员40%。加密货币交易所FTX的破产让本已因币价下跌面临困境的币圈公司雪上加霜，即使是一些币圈鼎鼎大名的企业，也在采取或是裁员或是可能破产的行动自保。美东时间1月10日周二，美国最大、也是首家在美上市加密货币交易所Coinbase的CEO Brain Amstrong通过官方博客宣布，做出艰难的决定，将让本季度的运营费用环比前一季减少约25%，具体举措包括裁员约 950人，所有被裁员工当天就会得到通知。这意味着，Coinbase将裁员约20%，相当于每五名员工就有一人被裁。因为公开信息显示，截至2022年9月末，该公司共有员工约4700人。这是Coinbase半年多来又一轮大裁员，2022年6月，该司宣布将裁员18%、约1200人，11月又裁撤约60个岗位。CEO Amstong在本周二的博客中提到，作为裁员相关的部分行动，Coinbase将关停多个取得成功可能性较低的项目，受影响的团队将周二当天得到通知。其他的项目将继续如常运营，不过人手会比以前少。Amstong解释为何决定裁员时说，Coinbase资本充裕，加密货币行业并非穷途末路。他不具名地提到了进入破产流程的FTX，称他相信，包括一家大型竞争对手倒闭和监管越来越清晰在内，最近的事件最终将让Coinbase受益匪浅，它们验证了Coinbase的长期战略。但这些变化需要时间实现，Coinbase需要确保有适当的经营效率，以便安然渡过加密货币市场的下滑期，并抓住可能出现的机遇。Amstrong写道，加密货币行业是难以预测的，但关键是制定计划，确保可以在未来有多种可能的结果时都能成功经营企业。过去十年，Coinbase用这种流程渡过了多次熊市，这次是公司第一次碰上加密货币的行业周期正逢整个经济的下滑。显然公司需要削减费用，增加在各种情形下都能经营良好的几率，除了裁员别无办法。Amstrong指出，Coinbase之所以走到如今这个不得不裁员的地步，部分源于一些无法控制的因素，但他作为CEO也要负一些责任。“去年我们也在市场开始调整时裁撤了人手，现在回过头看，我们本可以当时裁得更多。”Coinbase预计，裁员等业务重组相关的行动将在2023年第一季度产生1.49亿到1.63亿美元的费用，重组将在二季度末以前基本完成。2023年全年的调整后息税折旧摊销前利润（EBITDA）料将约为亏损5亿美元，处于2022年该司的业绩指引范围。机构Oppenheimer的分析师Owen Lau评论称，Coinbase的新一轮裁员是源于加密货币的交易量仍然很低，特别是FTX破产后。Keefe Bruyette & Woods的分析师评论称，新行动将有助于缓和Coinbase所受到的有挑战的环境影响，但可能不会让该司扭亏为盈。Amstong宣布行动当天，周二Coinbase股价虽然低开但很快转涨，盘中涨超3%，最近一年仍累计跌超80%。目前加密货币的熊市进入第二年，FTX破产等一系列业内企业爆雷冲击也伤害了整个行业的前景。在Coinbase宣布裁员之前，已有知名币圈公司采取类似行动。华尔街见闻上周提到，受FTX倒闭拖累，加密贷款机构Genesis Trading将裁员60人，占总员工数的30%，并将申请破产保护。FTX事件引发客户对为币圈服务的银行银门资本（Silvergate Capital）的挤兑，该司2022年四季度的加密货币相关存款剧减68%，上周披露业绩的同时宣布解雇约200人、约40%的员工。","news_type":1,"symbols_score_info":{"COIN":1}},"isVote":1,"tweetType":1,"viewCount":2427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628490498,"gmtCreate":1673399004316,"gmtModify":1676538830285,"author":{"id":"4096503759862960","authorId":"4096503759862960","name":"168隔壁小王","avatar":"https://static.tigerbbs.com/16c0ae9ccdde02c7c231aba5b181dba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096503759862960","idStr":"4096503759862960"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628490498","repostId":"1122928788","repostType":4,"repost":{"id":"1122928788","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673395332,"share":"https://ttm.financial/m/news/1122928788?lang=en_US&edition=fundamental","pubTime":"2023-01-11 08:02","market":"sh","language":"zh","title":"Last night and this morning | The Nasdaq rose for three consecutive days, and Chinese concept stocks once again outperformed the market! Biden exposed to hiding confidential documents","url":"https://stock-news.laohu8.com/highlight/detail?id=1122928788","media":"老虎资讯综合","summary":"摘要：①隔夜纳指涨超1%录3连涨，热门中概再度领跑，阿里巴巴涨近4%；②世界银行将2023年全球GDP增速预期下调至1.7%，并警告存在衰退风险；③美媒：拜登私人办公室内发现10份机密文件。海外行情1","content":"<p><html><head></head><body>Summary: ① The Nasdaq rose by more than 1% overnight, recording three consecutive gains, and the popular China Concept once again led the way.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up nearly 4%; ② The World Bank lowered its global GDP growth forecast for 2023 to 1.7% and warned of the risk of recession; ③ US media: 10 confidential documents were found in Biden's private office. Overseas market</p><p>1. The market is concerned about the Federal Reserve policy. U.S. stocks closed higher. The Nasdaq rose more than 1%.</p><p>U.S. stocks closed higher on Tuesday. Investors were relieved that Federal Reserve Chairman Jerome Powell did not comment on interest rate policy in his speech, nor did he talk about the U.S. economic situation, and did not continue to beat the market as before. This week, the market focused on Thursday's CPI data and Friday's financial reports of large banks, believing that this may be an important market driver. The World Bank lowered its global and U.S. economic growth forecast for 2023. As of the close, the Nasdaq rose 1.01%, the S&P 500 rose 0.7%, and the Dow Jones rose 0.56%.</p><p>Star Technology Stocks Only<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Fall. \"Metaverse\" Meta turned up nearly 3%, the highest since October 25 last year.<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It rose nearly 3% to a four-week high.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>After falling more than 1%, it turned up 0.5%, and<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Both have risen for three consecutive days, with Netflix rising nearly 4% to the highest since April 19 last year.<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>Stocks turned up 0.5% after falling 2.5%. Tesla fell as much as 2.5%, stopping two consecutive positive days and falling from the year's high.</p><p>Chip stocks were also volatile, with gains expanding in late trading. The Philadelphia Semiconductor Index rose 0.7% at the beginning of the session and then turned down 0.9%. It finally closed up more than 1% and rose above the 2,700-point integer, setting a new four-week high.<a href=\"https://laohu8.com/S/INTC\">Intel</a>After falling more than 1%, it turned up 0.4%, setting a new five-week high. AMD turned up more than 1% after falling 1%.<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>It rose nearly 2%, both hitting another three-week high.<a href=\"https://laohu8.com/S/BRCM\">Broadcom</a>It closed down 0.3% after falling 4.7%.</p><p>On the news, Microsoft is negotiating a US $10 billion stake in OpenAI, the development company behind the artificial intelligence \"small composition\" tool ChatGPT. It is rumored that Tesla China received 30,000 car orders within three days after the price cut, and the company said it would not comment.</p><p>2. The popular Chinese concept leads Alibaba again, rising for six consecutive days to the highest level in half a year</p><p>Popular Chinese concept stocks outperformed the broader market, with the Nasdaq Golden Dragon China Index (HXC) rising nearly 2%. Among the four constituent stocks of Nasdaq 100,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Rose nearly 1%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Rose nearly 4%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up 1%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Down 1.5%. Among other stocks, Alibaba rose nearly 4%, rising for six consecutive days to the highest level in half a year, Station B rose nearly 2%, and the \"three idiots in building cars\" all rose and<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose more than 4%. On the news, Hangzhou and Alibaba signed a comprehensive and deepening strategic cooperation agreement, and specific measures to support the platform economy are already being formulated.</p><p>3. Major European stock indexes fell, and the German DAX30 index fell 0.12%</p><p>Major European stock indexes closed generally lower on Tuesday, with Germany's DAX30 index falling 0.12%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.39%, the French CAC40 index fell 0.55%, and the European Stoxx 50 index fell 0.27%.</p><p>4. Oil prices rose for three consecutive days to a one-week high. Brent oil returned to $80. European and American natural gas fell more than 6%.</p><p>WTI February crude oil futures closed up $0.49, or 0.65%, at $75.12 per barrel, with an intraday maximum increase of $1.29 or 1.7%, and once pushed up to $76. Brent crude oil futures for March closed up $0.45, or 0.56%, at $80.10 per barrel, with an intraday maximum increase of $1.72, or 2.2%, and once rose above $81.</p><p>Warm winter weather weakened heating demand, and the European benchmark TTF Dutch natural gas futures fell more than 7%, falling below the integer of 70 euros/MWh. ICE British Gas fell more than 6% in late trading, and once fell 8.6% during the session and fell below 170p/kcal. NYMEX February U.S. natural gas futures closed down 6.93% at $3.6390 per million British thermal units. They once fell more than 9% during the session, approaching the low since June 2021.</p><p>5. New York gold futures prices closed down 0.1% on Tuesday and held steady near an eight-month high</p><p>Gold futures for February delivery fell $1.30, or nearly 0.1%, to settle at $1,876.50 an ounce on the New York Mercantile Exchange on Tuesday. It stopped its two-day losing streak, but it was not far from an eight-month high. Spot gold maintained its upward trend throughout the day, rising as high as 0.5% and breaking through the integer of $1,880, also hovering at an eight-month high.</p><p>Macro News</p><p>1. Powell emphasizes the Fed's need for political independence in dealing with inflation</p><p>Federal Reserve Chairman Jerome Powell attended the \"<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>Independence \"international seminar and gave a short presentation.</p><p>Powell emphasized the importance of being politically independent as a nation's central bank. In his speech, he said that stabilizing prices requires difficult decisions, which may be politically unpopular, and when talking about some U.S. lawmakers calling on the Federal Reserve to use its oversight and management powers to deal with climate change, he said that the Federal Reserve is not a \"climate policy maker\" and should not be used as a direct tool to address the climate crisis.</p><p>Powell believes that price stability is the cornerstone of a healthy economy, but in order to reduce inflation and ensure price stability, the Federal Reserve may take short-term unpopular measures, such as raising interest rates.</p><p>2. The World Bank lowers its 2023 global GDP growth forecast to 1.7% and warns of recession risks</p><p>The World Bank released its latest \"Global Economic Prospect\" report on Tuesday. Against the backdrop of soaring inflation, central bank rate hike, reduced investment and the Russia-Ukraine conflict, the World Bank significantly lowered its 2023 global GDP growth forecast to 1.7% and warned of recession risks.</p><p>Specifically, the World Bank lowered its global GDP growth forecast for 2023 from 3.0% growth in June last year to 1.7% growth. This will be the third lowest global growth rate in the past 30 years after the economic recessions in 2009 and 2020. a year.</p><p>3. US media: 10 confidential documents found in Biden's private office</p><p>According to a CNN report on January 10, local time, a total of 10 confidential documents were found in the private office of US President Biden. It is reported that these 10 confidential documents come from Obama's administration and Biden's tenure as vice president. The documents include US intelligence memos and briefing materials, covering topics such as Ukraine, Iran and Britain. The documents are dated between 2013 and 2016, sources said.</p><p>4. Results of the North American Leaders Summit: The semiconductor industry has attracted much attention and seeks to open up the integration of the industrial chain</p><p>On Tuesday local time, the official website of the White House released a summary of the results of the North American Leaders' Summit. The document showed that the semiconductor industry has become the economic issue that leaders of the United States, Mexico, and Canada are most concerned about.</p><p>The three countries said they will organize the first tripartite semiconductor forum in early 2023 to adjust government policies and increase investment in North America's semiconductor supply chain. All parties will send industry executives and cabinet-level officials to attend the meeting. In addition, the three countries will coordinate the mapping of their respective industries in the semiconductor supply chain. This cooperation will also enhance mutual understanding and identify complementary investment opportunities.</p><p>5. The U.S. Department of Energy predicts that U.S. oil production will hit a record high in 2023. The expected price of Brent oil in 2023 will be significantly reduced by 10%</p><p><a href=\"https://laohu8.com/S/USEG\">US Energy</a>The Ministry report slightly raised its forecast for U.S. crude oil production in 2023 to a record 12.34 million barrels per day, and production in 2024 is expected to increase by 3.2% compared with 2023 to a new high; Global oil inventories are expected to grow in the next two years as production exceeds consumption; It will also reduce the expected spot price of natural gas in the United States by nearly 10%, the retail price of gasoline by more than 5%, and the export volume of LNG by nearly 1.6% in 2023.</p><p>In the latest official forecast report released, the U.S. Department of Energy predicts that the domestic economy will grow slightly and oil production will grow further in 2023, and has significantly lowered its expected price for Brent crude oil, the annual international crude oil benchmark.</p><p>The situation between Russia and Ukraine</p><p>1. Ukrainian Foreign Minister says Germany will provide \"Leopard\" tanks</p><p>According to Ukrainian Free Television, German Foreign Minister Baerbock said during his visit to the eastern Ukrainian city of Kharkiv on the 10th local time that Germany has provided Ukraine with IRIS-T air defense systems, Cheetah air defense tanks, and Weasel infantry fighting vehicles. And will continue to provide military and humanitarian assistance to Ukraine. Ukrainian Foreign Minister Kuleba, who accompanied the German Foreign Minister on his visit, said that Ukraine will receive \"Leopard\" tanks provided by Germany.</p><p>2. Vice Chairman of the Security Council of the Russian Federation: If necessary, new penalties will be imposed on violation of the execution of defense order contracts</p><p>Medvedev, vice chairman of the Security Council of the Russian Federation, said during an inspection of the \"61st Armored Repair Factory\" in St. Petersburg on January 10th, local time that the Russian Military Industry Commission will set up a subordinate working group to manage the production of weapons needed by the Russian army. He stressed that if necessary, the Russian government will be forced to impose new penalties for violating the execution of defense order contracts, including criminal responsibility.</p><p>3. U.S. Department of Defense: Ukrainian soldiers will go to the United States next week to receive \"Patriot\" system training</p><p>The U.S. Department of Defense announced on the 10th local time that about 100 Ukrainian soldiers will receive training in the operation of the \"Patriot\" anti-missile system in the United States starting next week. The training will take place at the U.S. Artillery Academy at Fort Sill and will continue for months. In December last year, the United States announced for the first time that it would provide Ukraine with the Patriot anti-missile system. A spokesman for the U.S. Department of Defense said that compared with the air defense systems previously provided to Ukraine, the \"Patriot\" anti-missile system can shoot down more cruise missiles, short-range ballistic missiles and aircraft.</p><p>Company News</p><p>1. Tesla plans to invest more than US $700 million to expand Texas factory</p><p>Tesla's electric vehicle factory in Austin, Texas, will reportedly begin to expand in the coming weeks. On January 9, local time, Tesla stated in a document submitted to the Texas Department of Licensing and Supervision (TDLR) that it plans to invest US $717 million to build four more new buildings at the Austin factory starting as early as the end of this month. The total construction area reaches 1.4 million square feet.</p><p>2、<a href=\"https://laohu8.com/S/BBBY\">3B Home</a>Huge losses broke out and bankruptcy was imminent</p><p>The chief executive of Bed Bath & Beyond, the US home furnishing retail giant, reported a huge loss of $393 million on Tuesday, admitting that its turnaround plan failed to materialize. The company may file for bankruptcy at any time because the holiday promotion failed to meet expectations. The home goods seller has struggled with dwindling cash reserves as suppliers demand faster payments. Additionally, sales in the home goods and decor sectors took a hit as the economy slowed down. The company is in the early stages of a planned Chapter 11 bankruptcy filing, which could be completed within weeks, according to people familiar with the matter.</p><p>3. In-depth layout of the virtual power plant industry: top U.S. car companies join hands across borders<a href=\"https://laohu8.com/S/GOOG\">Google</a>Cooperate</p><p>On Tuesday local time,<a href=\"https://laohu8.com/S/GM\">General Motors</a>、<a href=\"https://laohu8.com/S/F\">Ford Motor</a>, Google and others said they would work together to develop standards to expand the market for virtual power plants (VPPs). In addition to GM, Ford and Google, there are<a href=\"https://laohu8.com/S/000591\">Solar energy</a>Manufacturer<a href=\"https://laohu8.com/S/SPWR\">SunPower</a>, Sunrun and others have also joined the initiative, called the Virtual Power Plant Partnership (VP3), which will be hosted by energy transition nonprofit RMI, with the goal of setting rules for the use of VPP systems.</p><p>4. Amazon expands Buy with Prime service: from self-operated to covering all sellers</p><p>According to reports, Amazon announced on January 10 that it will expand its \"Buy with Prime\" service to cover all sellers in the United States by the end of the month. Amazon first launched its \"Buy with Prime\" service in April last year, allowing merchants to add Prime badges to products on their own websites.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | The Nasdaq rose for three consecutive days, and Chinese concept stocks once again outperformed the market! Biden exposed to hiding confidential documents</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | The Nasdaq rose for three consecutive days, and Chinese concept stocks once again outperformed the market! Biden exposed to hiding confidential documents\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-01-11 08:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: ① The Nasdaq rose by more than 1% overnight, recording three consecutive gains, and the popular China Concept once again led the way.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up nearly 4%; ② The World Bank lowered its global GDP growth forecast for 2023 to 1.7% and warned of the risk of recession; ③ US media: 10 confidential documents were found in Biden's private office. Overseas market</p><p>1. The market is concerned about the Federal Reserve policy. U.S. stocks closed higher. The Nasdaq rose more than 1%.</p><p>U.S. stocks closed higher on Tuesday. Investors were relieved that Federal Reserve Chairman Jerome Powell did not comment on interest rate policy in his speech, nor did he talk about the U.S. economic situation, and did not continue to beat the market as before. This week, the market focused on Thursday's CPI data and Friday's financial reports of large banks, believing that this may be an important market driver. The World Bank lowered its global and U.S. economic growth forecast for 2023. As of the close, the Nasdaq rose 1.01%, the S&P 500 rose 0.7%, and the Dow Jones rose 0.56%.</p><p>Star Technology Stocks Only<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Fall. \"Metaverse\" Meta turned up nearly 3%, the highest since October 25 last year.<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It rose nearly 3% to a four-week high.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>After falling more than 1%, it turned up 0.5%, and<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Both have risen for three consecutive days, with Netflix rising nearly 4% to the highest since April 19 last year.<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>Stocks turned up 0.5% after falling 2.5%. Tesla fell as much as 2.5%, stopping two consecutive positive days and falling from the year's high.</p><p>Chip stocks were also volatile, with gains expanding in late trading. The Philadelphia Semiconductor Index rose 0.7% at the beginning of the session and then turned down 0.9%. It finally closed up more than 1% and rose above the 2,700-point integer, setting a new four-week high.<a href=\"https://laohu8.com/S/INTC\">Intel</a>After falling more than 1%, it turned up 0.4%, setting a new five-week high. AMD turned up more than 1% after falling 1%.<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>It rose nearly 2%, both hitting another three-week high.<a href=\"https://laohu8.com/S/BRCM\">Broadcom</a>It closed down 0.3% after falling 4.7%.</p><p>On the news, Microsoft is negotiating a US $10 billion stake in OpenAI, the development company behind the artificial intelligence \"small composition\" tool ChatGPT. It is rumored that Tesla China received 30,000 car orders within three days after the price cut, and the company said it would not comment.</p><p>2. The popular Chinese concept leads Alibaba again, rising for six consecutive days to the highest level in half a year</p><p>Popular Chinese concept stocks outperformed the broader market, with the Nasdaq Golden Dragon China Index (HXC) rising nearly 2%. Among the four constituent stocks of Nasdaq 100,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Rose nearly 1%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Rose nearly 4%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up 1%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Down 1.5%. Among other stocks, Alibaba rose nearly 4%, rising for six consecutive days to the highest level in half a year, Station B rose nearly 2%, and the \"three idiots in building cars\" all rose and<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose more than 4%. On the news, Hangzhou and Alibaba signed a comprehensive and deepening strategic cooperation agreement, and specific measures to support the platform economy are already being formulated.</p><p>3. Major European stock indexes fell, and the German DAX30 index fell 0.12%</p><p>Major European stock indexes closed generally lower on Tuesday, with Germany's DAX30 index falling 0.12%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.39%, the French CAC40 index fell 0.55%, and the European Stoxx 50 index fell 0.27%.</p><p>4. Oil prices rose for three consecutive days to a one-week high. Brent oil returned to $80. European and American natural gas fell more than 6%.</p><p>WTI February crude oil futures closed up $0.49, or 0.65%, at $75.12 per barrel, with an intraday maximum increase of $1.29 or 1.7%, and once pushed up to $76. Brent crude oil futures for March closed up $0.45, or 0.56%, at $80.10 per barrel, with an intraday maximum increase of $1.72, or 2.2%, and once rose above $81.</p><p>Warm winter weather weakened heating demand, and the European benchmark TTF Dutch natural gas futures fell more than 7%, falling below the integer of 70 euros/MWh. ICE British Gas fell more than 6% in late trading, and once fell 8.6% during the session and fell below 170p/kcal. NYMEX February U.S. natural gas futures closed down 6.93% at $3.6390 per million British thermal units. They once fell more than 9% during the session, approaching the low since June 2021.</p><p>5. New York gold futures prices closed down 0.1% on Tuesday and held steady near an eight-month high</p><p>Gold futures for February delivery fell $1.30, or nearly 0.1%, to settle at $1,876.50 an ounce on the New York Mercantile Exchange on Tuesday. It stopped its two-day losing streak, but it was not far from an eight-month high. Spot gold maintained its upward trend throughout the day, rising as high as 0.5% and breaking through the integer of $1,880, also hovering at an eight-month high.</p><p>Macro News</p><p>1. Powell emphasizes the Fed's need for political independence in dealing with inflation</p><p>Federal Reserve Chairman Jerome Powell attended the \"<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>Independence \"international seminar and gave a short presentation.</p><p>Powell emphasized the importance of being politically independent as a nation's central bank. In his speech, he said that stabilizing prices requires difficult decisions, which may be politically unpopular, and when talking about some U.S. lawmakers calling on the Federal Reserve to use its oversight and management powers to deal with climate change, he said that the Federal Reserve is not a \"climate policy maker\" and should not be used as a direct tool to address the climate crisis.</p><p>Powell believes that price stability is the cornerstone of a healthy economy, but in order to reduce inflation and ensure price stability, the Federal Reserve may take short-term unpopular measures, such as raising interest rates.</p><p>2. The World Bank lowers its 2023 global GDP growth forecast to 1.7% and warns of recession risks</p><p>The World Bank released its latest \"Global Economic Prospect\" report on Tuesday. Against the backdrop of soaring inflation, central bank rate hike, reduced investment and the Russia-Ukraine conflict, the World Bank significantly lowered its 2023 global GDP growth forecast to 1.7% and warned of recession risks.</p><p>Specifically, the World Bank lowered its global GDP growth forecast for 2023 from 3.0% growth in June last year to 1.7% growth. This will be the third lowest global growth rate in the past 30 years after the economic recessions in 2009 and 2020. a year.</p><p>3. US media: 10 confidential documents found in Biden's private office</p><p>According to a CNN report on January 10, local time, a total of 10 confidential documents were found in the private office of US President Biden. It is reported that these 10 confidential documents come from Obama's administration and Biden's tenure as vice president. The documents include US intelligence memos and briefing materials, covering topics such as Ukraine, Iran and Britain. The documents are dated between 2013 and 2016, sources said.</p><p>4. Results of the North American Leaders Summit: The semiconductor industry has attracted much attention and seeks to open up the integration of the industrial chain</p><p>On Tuesday local time, the official website of the White House released a summary of the results of the North American Leaders' Summit. The document showed that the semiconductor industry has become the economic issue that leaders of the United States, Mexico, and Canada are most concerned about.</p><p>The three countries said they will organize the first tripartite semiconductor forum in early 2023 to adjust government policies and increase investment in North America's semiconductor supply chain. All parties will send industry executives and cabinet-level officials to attend the meeting. In addition, the three countries will coordinate the mapping of their respective industries in the semiconductor supply chain. This cooperation will also enhance mutual understanding and identify complementary investment opportunities.</p><p>5. The U.S. Department of Energy predicts that U.S. oil production will hit a record high in 2023. The expected price of Brent oil in 2023 will be significantly reduced by 10%</p><p><a href=\"https://laohu8.com/S/USEG\">US Energy</a>The Ministry report slightly raised its forecast for U.S. crude oil production in 2023 to a record 12.34 million barrels per day, and production in 2024 is expected to increase by 3.2% compared with 2023 to a new high; Global oil inventories are expected to grow in the next two years as production exceeds consumption; It will also reduce the expected spot price of natural gas in the United States by nearly 10%, the retail price of gasoline by more than 5%, and the export volume of LNG by nearly 1.6% in 2023.</p><p>In the latest official forecast report released, the U.S. Department of Energy predicts that the domestic economy will grow slightly and oil production will grow further in 2023, and has significantly lowered its expected price for Brent crude oil, the annual international crude oil benchmark.</p><p>The situation between Russia and Ukraine</p><p>1. Ukrainian Foreign Minister says Germany will provide \"Leopard\" tanks</p><p>According to Ukrainian Free Television, German Foreign Minister Baerbock said during his visit to the eastern Ukrainian city of Kharkiv on the 10th local time that Germany has provided Ukraine with IRIS-T air defense systems, Cheetah air defense tanks, and Weasel infantry fighting vehicles. And will continue to provide military and humanitarian assistance to Ukraine. Ukrainian Foreign Minister Kuleba, who accompanied the German Foreign Minister on his visit, said that Ukraine will receive \"Leopard\" tanks provided by Germany.</p><p>2. Vice Chairman of the Security Council of the Russian Federation: If necessary, new penalties will be imposed on violation of the execution of defense order contracts</p><p>Medvedev, vice chairman of the Security Council of the Russian Federation, said during an inspection of the \"61st Armored Repair Factory\" in St. Petersburg on January 10th, local time that the Russian Military Industry Commission will set up a subordinate working group to manage the production of weapons needed by the Russian army. He stressed that if necessary, the Russian government will be forced to impose new penalties for violating the execution of defense order contracts, including criminal responsibility.</p><p>3. U.S. Department of Defense: Ukrainian soldiers will go to the United States next week to receive \"Patriot\" system training</p><p>The U.S. Department of Defense announced on the 10th local time that about 100 Ukrainian soldiers will receive training in the operation of the \"Patriot\" anti-missile system in the United States starting next week. The training will take place at the U.S. Artillery Academy at Fort Sill and will continue for months. In December last year, the United States announced for the first time that it would provide Ukraine with the Patriot anti-missile system. A spokesman for the U.S. Department of Defense said that compared with the air defense systems previously provided to Ukraine, the \"Patriot\" anti-missile system can shoot down more cruise missiles, short-range ballistic missiles and aircraft.</p><p>Company News</p><p>1. Tesla plans to invest more than US $700 million to expand Texas factory</p><p>Tesla's electric vehicle factory in Austin, Texas, will reportedly begin to expand in the coming weeks. On January 9, local time, Tesla stated in a document submitted to the Texas Department of Licensing and Supervision (TDLR) that it plans to invest US $717 million to build four more new buildings at the Austin factory starting as early as the end of this month. The total construction area reaches 1.4 million square feet.</p><p>2、<a href=\"https://laohu8.com/S/BBBY\">3B Home</a>Huge losses broke out and bankruptcy was imminent</p><p>The chief executive of Bed Bath & Beyond, the US home furnishing retail giant, reported a huge loss of $393 million on Tuesday, admitting that its turnaround plan failed to materialize. The company may file for bankruptcy at any time because the holiday promotion failed to meet expectations. The home goods seller has struggled with dwindling cash reserves as suppliers demand faster payments. Additionally, sales in the home goods and decor sectors took a hit as the economy slowed down. The company is in the early stages of a planned Chapter 11 bankruptcy filing, which could be completed within weeks, according to people familiar with the matter.</p><p>3. In-depth layout of the virtual power plant industry: top U.S. car companies join hands across borders<a href=\"https://laohu8.com/S/GOOG\">Google</a>Cooperate</p><p>On Tuesday local time,<a href=\"https://laohu8.com/S/GM\">General Motors</a>、<a href=\"https://laohu8.com/S/F\">Ford Motor</a>, Google and others said they would work together to develop standards to expand the market for virtual power plants (VPPs). In addition to GM, Ford and Google, there are<a href=\"https://laohu8.com/S/000591\">Solar energy</a>Manufacturer<a href=\"https://laohu8.com/S/SPWR\">SunPower</a>, Sunrun and others have also joined the initiative, called the Virtual Power Plant Partnership (VP3), which will be hosted by energy transition nonprofit RMI, with the goal of setting rules for the use of VPP systems.</p><p>4. Amazon expands Buy with Prime service: from self-operated to covering all sellers</p><p>According to reports, Amazon announced on January 10 that it will expand its \"Buy with Prime\" service to cover all sellers in the United States by the end of the month. Amazon first launched its \"Buy with Prime\" service in April last year, allowing merchants to add Prime badges to products on their own websites.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122928788","content_text":"摘要：①隔夜纳指涨超1%录3连涨，热门中概再度领跑，阿里巴巴涨近4%；②世界银行将2023年全球GDP增速预期下调至1.7%，并警告存在衰退风险；③美媒：拜登私人办公室内发现10份机密文件。海外行情1、市场关注联储政策美股收涨纳指涨超1%美股周二收高。美联储主席鲍威尔在讲话中没有就利率政策发表评论，也没有谈及美国经济形势，并未像此前一样继续敲打市场，这令投资者松了一口气。本周市场关注周四的CPI数据与周五的大型银行财报，认为这可能是重要的市场驱动因素。世界银行下调2023年全球与美国经济增长预期。截至收盘，纳斯达克指数涨1.01%，标普500指数涨0.7%，道琼斯指数涨0.56%。明星科技股仅特斯拉跌。“元宇宙”Meta转涨近3%，至去年10月25日来最高。亚马逊涨近3%至四周高位。苹果跌超1%后转涨0.5%，与微软均连涨三日，奈飞涨近4%至去年4月19日来最高，谷歌A类股跌2.5%后转涨0.5%。特斯拉最深跌2.5%，止步两连阳并从年内高位回落。芯片股也震荡不安，尾盘涨幅扩大。费城半导体指数盘初涨0.7%后转跌0.9%，最终收涨超1%并升破2700点整数位，刷新四周高位。英特尔跌超1%后转涨0.4%，刷新五周高位，AMD跌1%后转涨超1%，英伟达涨近2%，均再创三周高位。博通跌4.7%后收跌0.3%。消息面上，微软洽谈100亿美元入股人工智能“小作文”工具ChatGPT背后的开发公司OpenAI。传闻降价后特斯拉中国三天内获3万辆汽车订单，公司称不予置评。2、热门中概再领跑阿里连涨六日至半年最高热门中概股跑赢大盘，纳斯达克金龙中国指数（HXC）涨近2%。纳斯达克100四只成份股中，京东涨近1%，网易涨近4%，百度涨1%，拼多多跌1.5%。其他个股中，阿里巴巴涨近4%，连涨六日至半年最高，B站涨近2%，“造车三傻”齐涨且蔚来汽车涨超4%。消息面上，杭州市与阿里巴巴签订全面深化战略合作协议，支持平台经济具体措施已在制定中。3、欧股主要指数下跌德国DAX30指数跌0.12%欧洲主要股指周二收盘普跌，德国DAX30指数跌0.12%，英国富时100指数跌0.39%，法国CAC40指数跌0.55%，欧洲斯托克50指数跌0.27%。4、油价连涨三日至一周高位 布油重返80美元 欧美天然气跌超6%WTI 2月原油期货收涨0.49美元，涨幅0.65%，报75.12美元/桶，盘中最高涨1.29美元或涨1.7%，一度上逼76美元。布伦特3月原油期货收涨0.45美元，涨幅0.56%，报80.10美元/桶，盘中最高涨1.72美元或涨2.2%，一度升破81美元。暖冬天气削弱取暖需求，欧洲基准的TTF荷兰天然气期货跌超7%，失守70欧元/兆瓦时整数位。ICE英国天然气尾盘跌超6%，盘中一度跌8.6%并跌穿170便士/千卡。NYMEX 2月美国天然气期货收跌6.93%，报3.6390美元/百万英热单位，盘中一度跌超9%，逼近2021年6月来低位。5、周二纽约黄金期货价格收跌0.1% 持稳八个月高位附近周二，纽约商品交易所2月交割的黄金期货价格下跌1.30美元，跌幅近0.1%，收于每盎司1876.50美元。止步两日连跌，但离八个月高位不远。现货黄金全天保持涨势，最高涨0.5%并升破1880美元整数位，也徘徊八个月高位。宏观新闻1、鲍威尔强调美联储应对通胀时需要政治独立美联储主席杰罗姆·鲍威尔当地时间1月10日参加在瑞典斯德哥尔摩举行的有关“中央银行独立性”国际研讨会并进行简短发言。鲍威尔强调作为国家中央银行政治独立的重要性。他在讲话中称，稳定物价需要做出艰难的决定，这些决定可能在政治上不受欢迎，并在谈到部分美国议员呼吁美联储利用其监督管理权力应对气候变化问题时表示，美联储不是“气候政策制定者”，不应作为应对气候危机的直接工具。鲍威尔认为，物价稳定是健康经济的基石，但是为了降低通胀、保证物价稳定，美联储可能会采取短期内不受欢迎的措施，比如提高利率。2、世界银行将2023年全球GDP增速预期下调至1.7% 并警告存在衰退风险世界银行周二发布了最新的《全球经济展望》报告，在通胀飙升、央行加息、投资减少以及俄乌冲突的背景下，世界银行将2023年全球GDP增速预期大幅下调至1.7%，并警告存在衰退风险。具体来看，世界银行将2023年全球GDP增长预期从去年6月份的增长3.0%下调至增长1.7%，这将是继2009年和2020年的经济衰退后，近30年来全球增长速度第三低的一年。3、美媒：拜登私人办公室内发现10份机密文件据美国有线电视新闻网（CNN）当地时间1月10日报道，美国总统拜登私人办公室内发现的机密文件共有10份。据悉，这10份机密文件来源于奥巴马执政、拜登担任副总统时期，文件包括美国情报备忘录和简报材料，涉及的话题包括乌克兰、伊朗和英国。消息人士称，文件的日期是2013年至2016年之间。4、北美领导人峰会成果：半导体行业颇受关注 谋求打通产业链一体化当地时间周二，美国白宫官网发布了北美领导人峰会的成果摘要，文件显示半导体行业俨然成为美、墨、加领导人最为关心的经济议题。三国表示，将在2023年初组织首次三方半导体论坛，以调整政府政策并增加对北美半导体供应链的投资。各方将派出行业高管和内阁级别的官员参会。此外三个国家将协同各自产业在半导体供应链的映射工作，这项合作也将增进彼此的理解，并确定具有互补性的投资机会。5、美能源部预计2023年美国产油创历史新高 2023年布油预期价大幅下调10%美国能源部报告将预期2023年美国原油产量小幅上调至创纪录的1234万桶/日，预计2024年产量较2023年增长3.2%至新高；预计未来两年全球石油库存因产量超过消耗而增长；还将预期的2023年美国天然气现货价下调近10%、汽油零售价下调逾5%、LNG出口量下调近1.6%。在最新公布的官方预测报告中，美国能源部预计2023年国内经济小幅增长，产油量将进一步增长，并大幅下调了对年度国际原油基准布伦特原油的预期价。俄乌局势1、乌克兰外长称德国将提供“豹”式坦克据乌克兰自由电视台报道，德国外长贝尔伯克当地时间10日在访问乌克兰东部城市哈尔科夫期间表示，德国已经向乌克兰提供了IRIS-T防空系统、猎豹式防空坦克、黄鼠狼步兵战车，并且还将继续向乌方提供军事和人道主义援助。陪同德国外长访问的乌克兰外长库列巴则表示，乌克兰将会收到德国提供的“豹”式坦克。2、俄联邦安全会议副主席：必要时将对破坏国防订单合同执行行为施加新处罚俄罗斯联邦安全会议副主席梅德韦杰夫当地时间1月10日在视察圣彼得堡“第61装甲修理厂”时表示，俄罗斯军工委员会将成立一个下属的工作小组以管理俄军所需武器的生产。他强调必要情况下，俄罗斯政府将被迫对破坏国防订单合同执行的行为施加新的处罚，其中包括追究刑事责任。3、美国防部：乌军士兵下周赴美接受“爱国者”系统训练美国国防部当地时间10日宣布，将有约100名乌克兰士兵于下周起在美国接受“爱国者”反导系统的操作训练。训练将在美国锡尔堡炮兵学院进行，并将持续数月。去年12月，美国首次宣布将向乌克兰提供“爱国者”反导系统。美国国防部发言人称，与此前提供给乌克兰的防空系统相比，“爱国者”反导系统可以击落更多巡航导弹、短程弹道导弹和飞机。公司新闻1、特斯拉计划投资逾7亿美元扩建得州工厂据报道，未来几周，特斯拉位于得克萨斯州奥斯汀的电动汽车工厂的规模将开始扩大。当地时间1月9日，特斯拉在提交给得克萨斯州许可和监督管理部（TDLR）的文件中称，计划投资7.17亿美元，最早从本月底开始，在奥斯汀工厂再建造四座新大楼，总建筑面积达到140万平方英尺。2、3B家居爆出巨额亏损破产在即美国家居零售巨头3B家居(Bed Bath & Beyond)于周二公布了3.93亿美元的巨额亏损，这家企业的首席执行官承认，其扭亏为盈计划未能实现。因假日促销未达预期，导致该公司可能随时申请破产。由于供应商要求更快地付款，这家家居用品销售商一直在努力应对现金储备不断减少的问题。此外，随着经济放缓，家居用品和装饰行业的销售也受到了冲击。据知情人士透露，该公司正处于计划申请第11章破产保护的早期阶段，申请破产保护可能会在几周内完成。3、深入布局虚拟电厂行业：美国顶级车企跨界牵手谷歌展开合作当地时间周二，通用汽车、福特汽车、谷歌等公司表示，他们将共同努力制定标准，以拓展虚拟电厂 (VPP) 的市场。除了通用、福特和谷歌，还有太阳能生产商SunPower、Sunrun等也加入了这项名为“虚拟电厂合作伙伴关系”（VP3）的倡议，该倡议将由能源转型非营利组织RMI主持，目标是制定VPP系统使用的规则。4、亚马逊拓展Buy with Prime服务：从自营到覆盖所有卖家据报道，亚马逊1月10日宣布，将拓展其“Buy with Prime”服务，在月底之前涵盖到美国所有卖家。亚马逊去年4月首次推出了“Buy with Prime”服务，允许商家在他们自家网站上的产品上添加Prime徽章。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628490588,"gmtCreate":1673398993646,"gmtModify":1676538830278,"author":{"id":"4096503759862960","authorId":"4096503759862960","name":"168隔壁小王","avatar":"https://static.tigerbbs.com/16c0ae9ccdde02c7c231aba5b181dba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096503759862960","idStr":"4096503759862960"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628490588","repostId":"1142912258","repostType":4,"repost":{"id":"1142912258","kind":"news","pubTimestamp":1673397385,"share":"https://ttm.financial/m/news/1142912258?lang=en_US&edition=fundamental","pubTime":"2023-01-11 08:36","market":"sh","language":"zh","title":"Regulatory pressure combined with high interest rates, Wells Fargo, once ranked number one in the United States, reduces its mortgage business","url":"https://stock-news.laohu8.com/highlight/detail?id=1142912258","media":"华尔街见闻","summary":"摘要：直到2019年，富国银行都是美国第一大房贷提供商，但富国将不再广泛地发展按揭贷款客户。这是现任CEO自2019年上任以来做出的最新的，或许也是最重要的战略调整。在监管的重压和高利率带来的房地产市","content":"<p><html><head></head><body>Abstract: Until 2019, Wells Fargo was the largest mortgage provider in the United States, but Wells Fargo will no longer extensively develop mortgage customers. This is the latest, and perhaps the most important, strategic adjustment the current CEO has made since taking office in 2019. Under the pressure of regulation and the sluggish real estate market caused by high interest rates, Wells Fargo, which once ranked first in the mortgage lending field in the United States, is considering exiting this trillion-dollar market.</p><p>On Tuesday, January 10th, some media said that Wells Fargo will no longer extensively develop mortgage loan customers, but will only provide home mortgage loans to existing banking and wealth management customers and borrowers in minority communities.</p><p>In addition, Wells Fargo also closed the business of selling mortgage loans through third-party companies, and \"significantly\" reduced its mortgage loan service portfolio through asset sales.</p><p>Wells Fargo executives acknowledged that this shift would lead to a new round of layoffs in the bank's mortgage business, but they declined to disclose the specific number of layoffs.</p><p>Kleber Santos, head of consumer loans at Wells Fargo, said that the U.S. mortgage market has collapsed since the Federal Reserve began its rate hike last year. In addition, the supervision faced by the banking industry is also strengthening, as well as a series of collateral influences caused by Wells Fargo after the false accounting scandal in 2016. Factors such as influence led to the company's decision:</p><p>We are aware of the changes that have taken place at Wells Fargo since 2016 and the work we need to do to restore public confidence. As part of a regulatory review, we have now determined that our home loan business is too large in terms of overall size and scope.<b>The market believes that this adjustment is the latest and perhaps the most important strategic adjustment made by current Wells Fargo CEO Charlie Scharf since he took office in 2019.</b></p><p>Home mortgages are by far the largest category of debt held by Americans, accounting for more than 70% of the total household balance of $16.5 trillion in the United States. Wells Fargo was once proud to be the largest mortgage provider in the United States. Until 2019, Wells Fargo Banks are the largest mortgage providers in the United States.</p><p><b>While gradually withdrawing from the mortgage market, Wells Fargo gradually shifted its strategic focus to investment banking and credit card business. In the future, Wells Fargo's business may be closer to that of Bank of America or JPMorgan Chase, both of which gave up their mortgage business after the 2008 financial crisis.</b></p><p>Wells Fargo's withdrawal from the U.S. mortgage market will have an important impact on the U.S. mortgage market. Currently, Wells Fargo is the third largest U.S. mortgage provider after Rocket and United Wholesale Mortgage, but non-bank institutions like Rocket are not strictly regulated. Some industry insiders worry that this may bring more hidden dangers to U.S. consumers and U.S. real estate.</p><p>Wells Fargo executives acknowledged that this strategic adjustment will bring about a new round of layoffs in the company's mortgage business, but they declined to disclose the specific number of layoffs. Last year, thousands of mortgage specialists were fired by Wells Fargo or voluntarily left because of the business decline.</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>Regulatory pressure combined with high interest rates, Wells Fargo, once ranked number one in the United States, reduces its mortgage business</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\">\nRegulatory pressure combined with high interest rates, Wells Fargo, once ranked number one in the United States, reduces its mortgage business\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\">2023-01-11 08:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: Until 2019, Wells Fargo was the largest mortgage provider in the United States, but Wells Fargo will no longer extensively develop mortgage customers. This is the latest, and perhaps the most important, strategic adjustment the current CEO has made since taking office in 2019. Under the pressure of regulation and the sluggish real estate market caused by high interest rates, Wells Fargo, which once ranked first in the mortgage lending field in the United States, is considering exiting this trillion-dollar market.</p><p>On Tuesday, January 10th, some media said that Wells Fargo will no longer extensively develop mortgage loan customers, but will only provide home mortgage loans to existing banking and wealth management customers and borrowers in minority communities.</p><p>In addition, Wells Fargo also closed the business of selling mortgage loans through third-party companies, and \"significantly\" reduced its mortgage loan service portfolio through asset sales.</p><p>Wells Fargo executives acknowledged that this shift would lead to a new round of layoffs in the bank's mortgage business, but they declined to disclose the specific number of layoffs.</p><p>Kleber Santos, head of consumer loans at Wells Fargo, said that the U.S. mortgage market has collapsed since the Federal Reserve began its rate hike last year. In addition, the supervision faced by the banking industry is also strengthening, as well as a series of collateral influences caused by Wells Fargo after the false accounting scandal in 2016. Factors such as influence led to the company's decision:</p><p>We are aware of the changes that have taken place at Wells Fargo since 2016 and the work we need to do to restore public confidence. As part of a regulatory review, we have now determined that our home loan business is too large in terms of overall size and scope.<b>The market believes that this adjustment is the latest and perhaps the most important strategic adjustment made by current Wells Fargo CEO Charlie Scharf since he took office in 2019.</b></p><p>Home mortgages are by far the largest category of debt held by Americans, accounting for more than 70% of the total household balance of $16.5 trillion in the United States. Wells Fargo was once proud to be the largest mortgage provider in the United States. Until 2019, Wells Fargo Banks are the largest mortgage providers in the United States.</p><p><b>While gradually withdrawing from the mortgage market, Wells Fargo gradually shifted its strategic focus to investment banking and credit card business. In the future, Wells Fargo's business may be closer to that of Bank of America or JPMorgan Chase, both of which gave up their mortgage business after the 2008 financial crisis.</b></p><p>Wells Fargo's withdrawal from the U.S. mortgage market will have an important impact on the U.S. mortgage market. Currently, Wells Fargo is the third largest U.S. mortgage provider after Rocket and United Wholesale Mortgage, but non-bank institutions like Rocket are not strictly regulated. Some industry insiders worry that this may bring more hidden dangers to U.S. consumers and U.S. real estate.</p><p>Wells Fargo executives acknowledged that this strategic adjustment will bring about a new round of layoffs in the company's mortgage business, but they declined to disclose the specific number of layoffs. Last year, thousands of mortgage specialists were fired by Wells Fargo or voluntarily left because of the business decline.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3679535\">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/81696a8d77e14122d00486602eb0855d","relate_stocks":{"WFC":"富国银行"},"source_url":"https://wallstreetcn.com/articles/3679535","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142912258","content_text":"摘要：直到2019年，富国银行都是美国第一大房贷提供商，但富国将不再广泛地发展按揭贷款客户。这是现任CEO自2019年上任以来做出的最新的，或许也是最重要的战略调整。在监管的重压和高利率带来的房地产市场不景气之下，曾在美国按揭贷款领域排名第一的富国银行正在考虑退出这一价值数万亿美元的市场。1月10日周二，有媒体称，富国银行将不再广泛地发展按揭贷款客户，而是只向现有的银行和财富管理客户以及少数族裔社区的借款人提供住房按揭贷款。此外，富国银行还关闭了通过第三方公司销售按揭贷款的业务，并通过资产出售“大幅”缩减按揭贷款服务组合。富国银行的高管们承认，这一转变将导致该银行房贷业务的新一轮裁员，但他们拒绝透露具体裁员人数。富国银行消费者贷款负责人Kleber Santos表示，自美联储去年开始加息以来，美国房贷市场已经崩溃，此外，银行业面临的监管也在加强，以及富国银行在2016年假账丑闻后引发的一系列连带影响等因素导致了公司的这一决定：我们意识到富国银行自2016年以来发生的变化，以及我们需要做的工作来恢复公众信心。作为监管审查的一部分，我们现在确定我们的房屋贷款业务在总体规模和范围方面都太大了。市场认为，这一调整是现任富国银行CEO Charlie Scharf自2019年上任以来做出的最新的，或许也是最重要的战略调整。房屋抵押贷款是迄今为止美国人持有的最大债务类别，占全美16.5万亿美元家庭总余额的七成以上，富国银行曾因为自己是美国最大的房贷提供商而自豪，直到2019年，富国银行都是全美最大的房贷提供商。在逐渐退出房贷市场的同时，富国银行把战略重心逐渐转移到投资银行业务、信用卡业务等方面。未来，富国银行的业务将可能更接近于美国银行或者摩根大通，而这两家银行都在2008年金融危机之后放弃了房贷业务。富国银行退出美国房贷市场将对美国房贷市场产生重要影响。当前，富国银行是仅次于Rocket和United Wholesale Mortgage的第三大美国房贷提供商，但是Rocket这样的非银行机构并不受到严格监管，有行业人士担忧，这可能会给美国消费者和美国房地产市场带来更多隐患。富国银行的高管们承认，这一战略调整将带来该公司房贷业务的新一轮裁员，但他们拒绝透露具体裁员人数。 去年，由于业务下滑，成千上万的房贷专员被富国银行解雇或自愿离职。","news_type":1,"symbols_score_info":{"WFC":0.9}},"isVote":1,"tweetType":1,"viewCount":2146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628521491,"gmtCreate":1673355432915,"gmtModify":1676538823016,"author":{"id":"4096503759862960","authorId":"4096503759862960","name":"168隔壁小王","avatar":"https://static.tigerbbs.com/16c0ae9ccdde02c7c231aba5b181dba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096503759862960","idStr":"4096503759862960"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628521491","repostId":"2302144050","repostType":4,"isVote":1,"tweetType":1,"viewCount":2397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628521580,"gmtCreate":1673355421041,"gmtModify":1676538823007,"author":{"id":"4096503759862960","authorId":"4096503759862960","name":"168隔壁小王","avatar":"https://static.tigerbbs.com/16c0ae9ccdde02c7c231aba5b181dba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096503759862960","idStr":"4096503759862960"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628521580","repostId":"1122124823","repostType":4,"repost":{"id":"1122124823","kind":"news","pubTimestamp":1673353362,"share":"https://ttm.financial/m/news/1122124823?lang=en_US&edition=fundamental","pubTime":"2023-01-10 20:22","market":"fut","language":"zh","title":"Russia considers limiting oil discounts as prices are less than half of international oil prices","url":"https://stock-news.laohu8.com/highlight/detail?id=1122124823","media":"华尔街见闻","summary":"俄罗斯能源部表示，俄罗斯将监测其原油的国际价格。","content":"<p><html><head></head><body>Author: Xu Chao</p><p>Russia will monitor the international price of its crude oil and limit possible price discounts, the energy ministry said.</p><p>The Russian Ministry of Energy said it would issue monitoring regulations based on a presidential decree issued last December. According to Putin's presidential decree issued in December last year, Russia banned the sale of oil to any country that imposes a price cap. Any measures will be in line with market-oriented principles, the statement said, but did not elaborate.</p><p>At present, Russian crude oil is facing a very serious discount in the international market. On Friday, Urals crude oil at the Baltic port of Primorsk was trading at $37.80 a barrel, Argus Media data showed.<b>As Russia's largest crude oil export volume, the current price of Urals crude oil is less than half of the settlement price of Brent crude oil futures that day.</b></p><p>Europe has banned the import of almost all seaborne crude oil from Russia since December 5 last year. At the same time, the European Union and the Group of Seven have set a price cap on Russian oil. The cap mechanism means that only when the oil price is below $60/barrel can oil tankers obtain a series of services such as shipping insurance provided by the West. Russia believes that the Western price ceiling is \"illegal\" and will affect the stability of global energy supply.</p><p>Traders are closely watching Russia's moves to respond to Western price caps as they could affect the balance of global oil markets.<b>Russia hinted early last month that it could set a price floor on the oil it exports, but has yet to come up with a final rule.</b></p><p>Russian crude producers averaged steady at around 10.9 million barrels per day in January. However, there are signs that exports may tend to decline. Russian Deputy Prime Minister Novak said last month that Russia may reduce oil production by 500,000 to 700,000 barrels per day in early 2023 to combat the price cap.</p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Russia considers limiting oil discounts as prices are less than half of international oil prices</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\">\nRussia considers limiting oil discounts as prices are less than half of international oil prices\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\">2023-01-10 20:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Xu Chao</p><p>Russia will monitor the international price of its crude oil and limit possible price discounts, the energy ministry said.</p><p>The Russian Ministry of Energy said it would issue monitoring regulations based on a presidential decree issued last December. According to Putin's presidential decree issued in December last year, Russia banned the sale of oil to any country that imposes a price cap. Any measures will be in line with market-oriented principles, the statement said, but did not elaborate.</p><p>At present, Russian crude oil is facing a very serious discount in the international market. On Friday, Urals crude oil at the Baltic port of Primorsk was trading at $37.80 a barrel, Argus Media data showed.<b>As Russia's largest crude oil export volume, the current price of Urals crude oil is less than half of the settlement price of Brent crude oil futures that day.</b></p><p>Europe has banned the import of almost all seaborne crude oil from Russia since December 5 last year. At the same time, the European Union and the Group of Seven have set a price cap on Russian oil. The cap mechanism means that only when the oil price is below $60/barrel can oil tankers obtain a series of services such as shipping insurance provided by the West. Russia believes that the Western price ceiling is \"illegal\" and will affect the stability of global energy supply.</p><p>Traders are closely watching Russia's moves to respond to Western price caps as they could affect the balance of global oil markets.<b>Russia hinted early last month that it could set a price floor on the oil it exports, but has yet to come up with a final rule.</b></p><p>Russian crude producers averaged steady at around 10.9 million barrels per day in January. However, there are signs that exports may tend to decline. Russian Deputy Prime Minister Novak said last month that Russia may reduce oil production by 500,000 to 700,000 barrels per day in early 2023 to combat the price cap.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3679510\">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/ba0e918dfd4ec815c4f78fc4cfc3ea3e","relate_stocks":{"USO":"美国原油ETF"},"source_url":"https://wallstreetcn.com/articles/3679510","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1122124823","content_text":"作者：许超俄罗斯能源部表示，俄罗斯将监测其原油的国际价格，并限制可能出现的价格折扣。俄罗斯能源部表示，将基于去年12月发布的总统令发布监测条例。根据普京去年12月颁布的总统令，俄罗斯禁止将石油出售给任何实施价格上限的国家。声明称，任何措施都将符合市场化原则，但没有详细说明。目前俄罗斯原油在国际市场面临非常严重的折价。Argus Media的数据显示，上周五，波罗的海港口Primorsk的乌拉尔原油价格为每桶37.80美元。作为俄罗斯目前出口量最大的原油，乌拉尔原油目前价格还不到布伦特原油期货当日结算价的一半。欧洲从去年12月5日起禁止从俄罗斯进口几乎所有海运原油。与此同时，欧盟与七国集团对俄罗斯的石油设定了价格上限。上限机制意味着，只有在油价低于60美元/桶时，油轮才能获得西方提供的航运保险等一系列服务。俄罗斯方面认为，西方的价格上限是“非法的”，将影响全球能源供应的稳定。交易员们正在密切关注俄罗斯应对西方限价的举措，因为这些举措可能会影响全球石油市场的平衡。俄罗斯上个月初暗示，可能会对其出口的石油设定价格下限，但尚未出台最终规定。俄罗斯原油生产商1月份的平均产量稳定在每天1090万桶左右。不过，有迹象表明，出口量可能会趋于下降。俄罗斯副总理诺瓦克上个月表示，俄罗斯可能在2023年初将石油产量减少50万至70万桶/日，以应对价格上限。","news_type":1,"symbols_score_info":{"USO":0.9}},"isVote":1,"tweetType":1,"viewCount":2433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628521267,"gmtCreate":1673355395760,"gmtModify":1676538822998,"author":{"id":"4096503759862960","authorId":"4096503759862960","name":"168隔壁小王","avatar":"https://static.tigerbbs.com/16c0ae9ccdde02c7c231aba5b181dba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096503759862960","idStr":"4096503759862960"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628521267","repostId":"1121191993","repostType":4,"isVote":1,"tweetType":1,"viewCount":2238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628521668,"gmtCreate":1673355381856,"gmtModify":1676538822992,"author":{"id":"4096503759862960","authorId":"4096503759862960","name":"168隔壁小王","avatar":"https://static.tigerbbs.com/16c0ae9ccdde02c7c231aba5b181dba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096503759862960","idStr":"4096503759862960"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628521668","repostId":"1170287747","repostType":4,"isVote":1,"tweetType":1,"viewCount":2745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}