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Emi_WW
Emi_WW
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2022-08-01
😌
Foreign Media Headlines | Federal Reserve's Kashkari Says Inflation is Very Worrying
当地时间7月30日美国白宫总统医生凯文·奥康纳说,总统拜登当天新冠病毒检测结果再次呈阳性。而此前的27日,拜登新冠病毒检测结果刚刚为阴性,随后结束隔离。奥康纳表示,服用奈玛特韦/利托那韦组合的新冠患者中有一小部分人出现复检阳性。
Foreign Media Headlines | Federal Reserve's Kashkari Says Inflation is Very Worrying
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Emi_WW
Emi_WW
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2022-08-01
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Weekly Preview | Earnings reports from Alibaba, Occidental Petroleum, and others are coming! Non-farm payroll data is coming soon.
本周(8.1—8.5)重磅财经事件经济数据方面,美国和欧元区7月Markit制造业PMI终值,美国6月耐用品订单月率修正值,美国截至7月29日当周API和EIA原油库存变动,美国截至7月30日当周初请
Weekly Preview | Earnings reports from Alibaba, Occidental Petroleum, and others are coming! Non-farm payroll data is coming soon.
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Emi_WW
Emi_WW
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2022-07-31
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Sorry, this post has been deleted
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Emi_WW
Emi_WW
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2022-07-22
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Last night and this morning | Breaking news late at night! Biden tests positive for COVID-19, ECB rate hike
摘要:①美股三连涨,财报利好特斯拉涨近10%;②热门中概股多数走高,哔哩哔哩涨近6%;③欧洲央行宣布加息50个基点;④拜登新冠病毒检测结果呈阳性。海外市场1、美股三大指数收高特斯拉涨近10%美股周四收
Last night and this morning | Breaking news late at night! Biden tests positive for COVID-19, ECB rate hike
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Emi_WW
Emi_WW
·
2022-07-20
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Opening | The Hang Seng Tech Index opened 2.07% higher, with most tech stocks rising.
7月20日,恒生指数开盘上涨307.36点,涨幅1.49%,报20968.42点;恒生科技指数开盘上涨93.1点,涨幅2.07%,报4599.84点;国企指数开盘上涨108.86点,涨幅1.53%,报
Opening | The Hang Seng Tech Index opened 2.07% higher, with most tech stocks rising.
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Emi_WW
Emi_WW
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2022-07-20
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Netflix shares rose over 7% in after-hours trading, with Q2 subscriber decline far lower than expected.
美东时间7月19日周二美股盘后,全球流媒体巨头奈飞公布其截至2022年6月30日二季度财报,曾经在上个季度警告投资者预计流失200万付费用户的奈飞在本季度实际付费用户数减少97万,奈飞美股盘后涨超7%
Netflix shares rose over 7% in after-hours trading, with Q2 subscriber decline far lower than expected.
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Emi_WW
Emi_WW
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2022-07-19
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Tiger Commentary: This stock, which plummeted 94%, reminds us to beware of a type of trap.
这里的分析只是希望得到更加有意义的投资教训。
Tiger Commentary: This stock, which plummeted 94%, reminds us to beware of a type of trap.
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Emi_WW
Emi_WW
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2022-07-19
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Emi_WW
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2022-07-19
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Sorry, this post has been deleted
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Emi_WW
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2022-07-14
👏
Apple has begun trial production of the iPhone 14, which will initially sell more than the iPhone 13.
新浪科技讯 北京时间7月13日晚间消息,据报道,虽然全球智能手机市场可能已经陷入困境,但苹果公司的iPhone 13仍然卖得不错。而且,即将上市的新一代产品iPhone 14的表现可能会更好。 知情人士称,苹果已经开始试产iPhone 14,并计划于8月份量产。而且,苹果已经告知供应商,iPhone 14上市后的初期销量将高于一年前的iPhone 13。如今,越来越多的分析师认为,如果主要经济体陷入衰退,苹果iPhone的销量可能会好于整个智能手机行业。
Apple has begun trial production of the iPhone 14, which will initially sell more than the iPhone 13.
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05:04","market":"us","language":"zh","title":"Foreign Media Headlines | Federal Reserve's Kashkari Says Inflation is Very Worrying","url":"https://stock-news.laohu8.com/highlight/detail?id=2256502754","media":"环球市场播报","summary":" 当地时间7月30日美国白宫总统医生凯文·奥康纳说,总统拜登当天新冠病毒检测结果再次呈阳性。而此前的27日,拜登新冠病毒检测结果刚刚为阴性,随后结束隔离。奥康纳表示,服用奈玛特韦/利托那韦组合的新冠患者中有一小部分人出现复检阳性。","content":"<p><html><head></head><body><b>The main headlines that global financial media focused on last night and this morning were:</b></p><p><b>1. Federal Reserve's Kashkari: Inflation is \"very worrying\" and \"spreading\" throughout the economy.</b><b>2. Australia's aggressive austerity policies will drag down the economy.</b><b>3. As the economy heads into recession, the euro is feeling greater pressure.</b><b>4. US credit card spending data showed no recession in June, but potential dangers have emerged.</b><b>5. Arbitrage traders are exploiting the weak euro to win big in emerging markets.</b><b>6. Sydney house prices have declined for the sixth consecutive month without any easing.</b><img src=\"https://static.tigerbbs.com/eb3a07267230c4eed9b4b8031ccbfff5\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Federal Reserve's Kashkari: Inflation is \"very worrying\" and \"spreading\" throughout the economy.</b></p><p>Neel Kashkari, CEO and president of the Federal Reserve Bank of Minneapolis, said on Sunday that the current inflation situation is “very worrying” and “spreading more broadly throughout the economy.”</p><p>\"This is very worrying,\" Kashkari said on a financial program. \"We keep getting inflation data, and we're constantly surprised by new data released just in the last week. It's higher than we expected.\" “This is not just a few categories. It is spreading more broadly throughout the economy, which is why the Federal Reserve is acting so urgently to get it under control and bring it back down.”<img src=\"https://static.tigerbbs.com/c3fbd75898e39d8311f60678ba4232e9\" tg-width=\"550\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/></p><p><b>Australia's aggressive austerity policy will drag down the economy</b></p><p>As the housing market reverses and consumers reduce spending, Australia is experiencing severe monetary policy tightening, which increases the risk of an economic slowdown.</p><p>Of the 23 economists surveyed, all but one believed the Reserve Bank of Australia would raise its key interest rate by 50 basis points to 1.85% on Tuesday for the third consecutive month. This would bring its overall tightening policy since May to 175 basis points, the largest increase in six months since 1994.</p><p>The Reserve Bank of Australia will release its latest quarterly forecast on Friday, which is widely expected to show declining economic growth and employment, with the inflation outlook rising sharply, consistent with the Treasury's outlook last week. The Reserve Bank of Australia has not released its own interest rate forecast.</p><p><img src=\"https://static.tigerbbs.com/1beb5883a23cd03ced522a5adb2a25d9\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>The euro is feeling greater pressure as the economy heads into recession.</b></p><p>The euro has fallen to its lowest level in 20 years this year, but it still appears to be an unpopular currency and is under pressure from markets as the economy plunges into recession. Many analysts say the euro may face further declines in the future.</p><p>The main reason for the economic downturn is Russia's reduction in energy supplies to Europe, which particularly threatens Germany's entire industrial system. According to Credit Suisse, there is a 50% chance that the eurozone will fall into recession in the next six months.</p><p>S&P Global Ratings has already lowered its outlook for Italian debt, and the spread between Italian and German bond yields, a key indicator of risk, is at its highest level since 2020. Market concerns about Italy's exit from the eurozone are gradually resurfacing, although this is seen as a very distant risk.<img src=\"https://static.tigerbbs.com/a30126a30bed2a54770ada0b8f26adb7\" tg-width=\"550\" tg-height=\"282\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. credit card spending data did not decline in June, but potential dangers have emerged.</b></p><p>So far, U.S. credit card issuers have not felt any signs of an economic recession. The ever-increasing spending bills and accounts receivable from credit card companies show that consumers were still spending money in June. Of course, inflation is likely to contribute to this growth.</p><p>Bank of America said credit card spending rose 16% year-over-year in June, while debit card spending increased 6%. \"Consumers are in a better position to cope with the U.S. economic slowdown than in many previous business cycles,\" said David Tinsley, senior economist at the Bank of America Institute.</p><p><img src=\"https://static.tigerbbs.com/26962f09c5589fa2b2021e656f1ebe9d\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Arbitrageurs are taking advantage of the weak euro to win big in emerging markets</b></p><p>The profits made by traders using borrowed euros to invest in emerging market currencies have reached a very substantial scale this year. “Financing arbitrage trades by selling euros is becoming increasingly common,” said Brendan McKenna, a currency strategist at Wells Fargo in New York. \"The EU seems more likely to fall into recession, and geopolitical developments should put pressure on the euro, making euro arbitrage trading in emerging markets a very interesting option.\"</p><p>Euro-funded arbitrage trading provided a haven for emerging market traders, who suffered losses across different asset classes and strategies as dollar and US yields soared. If the prospect of a U.S. economic recession and Federal Reserve tightening continues to exacerbate the impact on the dollar, then euro arbitrage is likely to become irresistible to more investors.</p><p><img src=\"https://static.tigerbbs.com/ef5921111c86b3112dead583e97e4b89\" tg-width=\"511\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p><b>Sydney house prices have fallen for the sixth consecutive month without easing.</b></p><p>Sydney house prices have fallen for the sixth consecutive month since July, as rising interest rates hit demand, leading to a decline in property prices across Australia. In a report on Monday, research firm CoreLogic said that house prices in Sydney, Australia's largest market, fell 2.2% and Melbourne fell 1.5%, which were the main drivers of the 1.4% month-on-month decline in the country's capital city composite index.</p><p>The head of Research at CoreLogic Research said that real estate market conditions could worsen as interest rates rise for the remainder of 2022. He said, \"House value growth had slowed before interest rates started rising, but it's clear that the market has weakened significantly since the first rate hike in May. In Sydney, the economy is declining particularly rapidly, and we've seen the biggest drop in value in nearly 40 years.\"</p><p></body></html></p>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign Media Headlines | Federal Reserve's Kashkari Says Inflation is Very Worrying</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign Media Headlines | Federal Reserve's Kashkari Says Inflation is Very Worrying\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2022-08-01 05:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The main headlines that global financial media focused on last night and this morning were:</b></p><p><b>1. Federal Reserve's Kashkari: Inflation is \"very worrying\" and \"spreading\" throughout the economy.</b><b>2. Australia's aggressive austerity policies will drag down the economy.</b><b>3. As the economy heads into recession, the euro is feeling greater pressure.</b><b>4. US credit card spending data showed no recession in June, but potential dangers have emerged.</b><b>5. Arbitrage traders are exploiting the weak euro to win big in emerging markets.</b><b>6. Sydney house prices have declined for the sixth consecutive month without any easing.</b><img src=\"https://static.tigerbbs.com/eb3a07267230c4eed9b4b8031ccbfff5\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Federal Reserve's Kashkari: Inflation is \"very worrying\" and \"spreading\" throughout the economy.</b></p><p>Neel Kashkari, CEO and president of the Federal Reserve Bank of Minneapolis, said on Sunday that the current inflation situation is “very worrying” and “spreading more broadly throughout the economy.”</p><p>\"This is very worrying,\" Kashkari said on a financial program. \"We keep getting inflation data, and we're constantly surprised by new data released just in the last week. It's higher than we expected.\" “This is not just a few categories. It is spreading more broadly throughout the economy, which is why the Federal Reserve is acting so urgently to get it under control and bring it back down.”<img src=\"https://static.tigerbbs.com/c3fbd75898e39d8311f60678ba4232e9\" tg-width=\"550\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/></p><p><b>Australia's aggressive austerity policy will drag down the economy</b></p><p>As the housing market reverses and consumers reduce spending, Australia is experiencing severe monetary policy tightening, which increases the risk of an economic slowdown.</p><p>Of the 23 economists surveyed, all but one believed the Reserve Bank of Australia would raise its key interest rate by 50 basis points to 1.85% on Tuesday for the third consecutive month. This would bring its overall tightening policy since May to 175 basis points, the largest increase in six months since 1994.</p><p>The Reserve Bank of Australia will release its latest quarterly forecast on Friday, which is widely expected to show declining economic growth and employment, with the inflation outlook rising sharply, consistent with the Treasury's outlook last week. The Reserve Bank of Australia has not released its own interest rate forecast.</p><p><img src=\"https://static.tigerbbs.com/1beb5883a23cd03ced522a5adb2a25d9\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>The euro is feeling greater pressure as the economy heads into recession.</b></p><p>The euro has fallen to its lowest level in 20 years this year, but it still appears to be an unpopular currency and is under pressure from markets as the economy plunges into recession. Many analysts say the euro may face further declines in the future.</p><p>The main reason for the economic downturn is Russia's reduction in energy supplies to Europe, which particularly threatens Germany's entire industrial system. According to Credit Suisse, there is a 50% chance that the eurozone will fall into recession in the next six months.</p><p>S&P Global Ratings has already lowered its outlook for Italian debt, and the spread between Italian and German bond yields, a key indicator of risk, is at its highest level since 2020. Market concerns about Italy's exit from the eurozone are gradually resurfacing, although this is seen as a very distant risk.<img src=\"https://static.tigerbbs.com/a30126a30bed2a54770ada0b8f26adb7\" tg-width=\"550\" tg-height=\"282\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. credit card spending data did not decline in June, but potential dangers have emerged.</b></p><p>So far, U.S. credit card issuers have not felt any signs of an economic recession. The ever-increasing spending bills and accounts receivable from credit card companies show that consumers were still spending money in June. Of course, inflation is likely to contribute to this growth.</p><p>Bank of America said credit card spending rose 16% year-over-year in June, while debit card spending increased 6%. \"Consumers are in a better position to cope with the U.S. economic slowdown than in many previous business cycles,\" said David Tinsley, senior economist at the Bank of America Institute.</p><p><img src=\"https://static.tigerbbs.com/26962f09c5589fa2b2021e656f1ebe9d\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Arbitrageurs are taking advantage of the weak euro to win big in emerging markets</b></p><p>The profits made by traders using borrowed euros to invest in emerging market currencies have reached a very substantial scale this year. “Financing arbitrage trades by selling euros is becoming increasingly common,” said Brendan McKenna, a currency strategist at Wells Fargo in New York. \"The EU seems more likely to fall into recession, and geopolitical developments should put pressure on the euro, making euro arbitrage trading in emerging markets a very interesting option.\"</p><p>Euro-funded arbitrage trading provided a haven for emerging market traders, who suffered losses across different asset classes and strategies as dollar and US yields soared. If the prospect of a U.S. economic recession and Federal Reserve tightening continues to exacerbate the impact on the dollar, then euro arbitrage is likely to become irresistible to more investors.</p><p><img src=\"https://static.tigerbbs.com/ef5921111c86b3112dead583e97e4b89\" tg-width=\"511\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p><b>Sydney house prices have fallen for the sixth consecutive month without easing.</b></p><p>Sydney house prices have fallen for the sixth consecutive month since July, as rising interest rates hit demand, leading to a decline in property prices across Australia. In a report on Monday, research firm CoreLogic said that house prices in Sydney, Australia's largest market, fell 2.2% and Melbourne fell 1.5%, which were the main drivers of the 1.4% month-on-month decline in the country's capital city composite index.</p><p>The head of Research at CoreLogic Research said that real estate market conditions could worsen as interest rates rise for the remainder of 2022. He said, \"House value growth had slowed before interest rates started rising, but it's clear that the market has weakened significantly since the first rate hike in May. In Sydney, the economy is declining particularly rapidly, and we've seen the biggest drop in value in nearly 40 years.\"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://finance.sina.com.cn/roll/2022-08-01/doc-imizirav6209695.shtml?finpagefr=p_115\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3fbd75898e39d8311f60678ba4232e9","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://finance.sina.com.cn/roll/2022-08-01/doc-imizirav6209695.shtml?finpagefr=p_115","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2256502754","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:1、美联储卡什卡里:通货膨胀“非常令人担忧“,并在整个经济中”蔓延“2、澳大利亚激进的紧缩政策将拖累经济3、随着经济走向衰退,欧元感受到了更大压力4、6月美国信用卡消费数据没有衰退,但潜在危险已经出现5、套利交易者正利用疲软的欧元在新兴市场大获全胜6、悉尼房价连续第六个月下滑未见缓解美联储卡什卡里:通货膨胀“非常令人担忧“,并在整个经济中”蔓延“明尼阿波利斯联邦储备银行(Federal Reserve Bank of Minneapolis)首席执行官兼行长尼尔·卡什卡里(Neel Kashkari)周日表示,当前的通货膨胀状况“非常令人担忧”,并“在整个经济中更广泛地蔓延”。卡什卡里在一档财经节目中表示:“这非常令人担忧。我们不断获得通胀数据,最近一周才发布的新数据,我们不断感到惊讶。这比我们预期的要高。”。“这不仅仅是几个类别。它正在更广泛地蔓延到整个经济领域,这就是为什么美联储如此紧迫地采取行动,使其得到控制并使其回落。”澳大利亚激进的紧缩政策将拖累经济随着房地产市场逆转,消费者减少支出,澳大利亚正经历着严重的货币政策紧缩,这增加了经济放缓的风险。在接受调查的23位经济学家中,除一位外,其他所有人都认为,澳大利亚储备银行将在周二连续第三个月将其关键利率上调50个基点,至1.85%。这将使其自5月份以来的综合紧缩政策达到175个基点,这是自1994年以来六个月内的最大增幅。澳大利亚联储将于周五公布季度最新预测,普遍预计将显示经济增长和就业下降,通胀前景大幅上升,与财政部上周的前景一致。澳大利亚联储没有公布自己的利率预测。随着经济走向衰退,欧元感受到了更大压力欧元今年已经跌至20年来的最低水平,但在经济陷入衰退之际,它看上去仍然是一种不受欢迎的货币,承受着来自市场的压力。许多分析师表示,欧元未来可能面临的走势是进一步下跌。经济低迷的主要原因是俄罗斯对欧洲减少能源供应,这尤其威胁到德国整个的工业体系。据瑞士信贷预计,未来六个月欧元区陷入衰退的可能性为50%。标普全球评级已然下调了对意大利债务的展望,而衡量风险的一个关键指标,即意大利债券收益率与德国债券收益率的利差,约为2020年以来的最高水平。市场对意大利退出欧元区的些许担忧又逐渐浮出水面,尽管这被视为一种非常遥远的风险。6月美国信用卡消费数据没有衰退,但潜在危险已经出现到目前为止,美国信用卡发行商没有感受到任何经济衰退迹象。从信用卡公司不断增加的消费账单和应收账款中可以看出,到6月份,消费者仍在继续消费。当然,通货膨胀很可能有助于这种增长。美国银行表示,6月份信用卡支出同比增长16%,借记卡支出增长6%。美国银行研究所(Bank of America Institute)高级经济学家戴维·廷斯利(David Tinsley)表示:“与以往许多商业周期相比,消费者在应对美国经济放缓方面的状况更好。”套利交易者正利用疲软的欧元在新兴市场大获全胜交易员用借来的欧元投资新兴市场货币所赚取的利润,在今年达到一个非常可观的规模。“通过卖出欧元为套利交易提供资金正变得越来越普遍,”富国银行(Wells Fargo)驻纽约的货币策略师布伦丹·麦肯纳表示。“欧盟似乎更有可能陷入衰退,地缘政治的发展应该给欧元带来压力,使新兴市场的欧元套利交易成为一个十分有趣的选择。”欧元资助的套利交易为新兴市场交易员提供了一个避难所,在美元和美国收益率飙升之际,他们在不同资产类别和策略上承受损失。如果美国经济衰退和美联储(Fed)紧缩的前景继续加剧对美元的冲击,那么欧元套利很可能对更多投资者来说是不可抗拒的。悉尼房价连续第六个月下滑未见缓解7月以来,悉尼房价连续第六个月下跌,随着利率上涨打击需求,导致澳大利亚各地房地产价格下跌。研究机构CoreLogic在周一的一份报告中表示,澳大利亚最大市场悉尼的房价下跌了2.2%,墨尔本下跌了1.5%,他们是该国首都城市综合指数环比下降1.4%的主要推动因素。CoreLogic Research 研究主管表示,随着2022年剩余时间利率的上升,房地产市场状况可能会恶化。他说到,“在利率开始上升之前,房屋价值的增长速度就已经放缓,但很明显,自5月份第一次加息以来,市场已经大幅走弱。在悉尼,经济下滑速度特别快,我们看到了近40年来最大幅度的价值下跌。”","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":5019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908982375,"gmtCreate":1659312573297,"gmtModify":1676536284447,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098771786575480","authorIdStr":"4098771786575480"},"themes":[],"title":"","htmlText":"🥹","listText":"🥹","text":"🥹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908982375","repostId":"1179267509","repostType":4,"repost":{"id":"1179267509","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":1659308909,"share":"https://ttm.financial/m/news/1179267509?lang=en_US&edition=fundamental","pubTime":"2022-08-01 07:08","market":"sh","language":"zh","title":"Weekly Preview | Earnings reports from Alibaba, Occidental Petroleum, and others are coming! Non-farm payroll data is coming soon.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179267509","media":"老虎资讯综合","summary":"本周(8.1—8.5)重磅财经事件经济数据方面,美国和欧元区7月Markit制造业PMI终值,美国6月耐用品订单月率修正值,美国截至7月29日当周API和EIA原油库存变动,美国截至7月30日当周初请","content":"<p><html><head></head><body>Major financial events this week (August 1-5)</p><p><b>Regarding economic data,</b>The US and the Eurozone in July<a href=\"https://laohu8.com/S/MRKT\">Markit</a>The final reading of the manufacturing PMI, the revised month-on-month reading of US durable goods orders for June, changes in US API and EIA crude oil inventories for the week ending July 29, the number of US initial jobless claims for the week ending July 30, and the US non-farm payrolls and unemployment rate for July.<b>Regarding financial reports,</b><a href=\"https://laohu8.com/S/HBC\">HSBC Holdings</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>, AMD,<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>And Buffett's new favorite stocks<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>Financial reports will be released successively. In addition,<b>This week, attention should also be paid to the Reserve Bank of Australia's interest rate decision, the Bank of England's interest rate decision, and speeches by officials such as Chicago Fed President Evans and St. Louis Fed President Bullard.</b><img src=\"https://static.tigerbbs.com/ef4a4a9095140ecd3c104ff0ec6ccc64\" tg-width=\"2044\" tg-height=\"1429\" referrerpolicy=\"no-referrer\"/><b>Keywords for Monday, August 1st: Eurozone June unemployment rate, US and Eurozone July Markit manufacturing PMI final readings; HSBC Holdings Financial Report</b><img src=\"https://static.tigerbbs.com/4254af86af01c216719cccd62b67df2c\" tg-width=\"910\" tg-height=\"807\" referrerpolicy=\"no-referrer\"/></p><p>Monday,<b>Regarding economic data,</b>The US and Eurozone will release the final Markit manufacturing PMI readings for July, which are expected to be relatively weak and not much different from the preliminary readings.</p><p>The preliminary reading of the U.S. Markit Manufacturing PMI for July was 52.3, which was better than the expected 52, but lower than the 52.7 reading in June, marking the lowest level since July 2020. In terms of financial reports, as one of the high-dividend stocks in Hong Kong,<a href=\"https://laohu8.com/S/00005.HK\">HSBC Holdings</a>Financial reports will be released; US stocks<a href=\"https://laohu8.com/S/ATVI.US\">Activision Blizzard</a>Earnings reports will also be released after the US stock market closes on August 1.</p><p><a href=\"https://laohu8.com/S/C\">Citi</a>And CICC's forecast<a href=\"https://laohu8.com/S/00005\">HSBC Holdings</a>The forecast for the 2022 interim dividend per ordinary share is US 8 cents, representing a 14.2% increase year-on-year compared to the interim dividend of US 7 cents per ordinary share in the same period last year. According to forecasts from four securities firms, HSBC's benchmark pre-tax profit for the first half of 2022 is expected to be US$7.937 billion to US$8.174 billion, a year-on-year decrease of 24.6% to 26.8% compared to US$10.839 billion in the first half of 2021.<b>Regarding the incident,</b><b>U.S. House Speaker Nancy Pelosi is about to embark on a trip to Asia.</b>According to The Paper, the official website of the Office of the Speaker of the U.S. House of Representatives published Pelosi's itinerary for her trip to Asia, stating that Pelosi led a congressional delegation to visit the Indo-Pacific region, including Singapore, Malaysia, South Korea, and Japan. The statement said the trip will focus on common security, economic partnerships, and*governance in the Indo-Pacific region. Singapore's Ministry of Foreign Affairs said that a U.S. congressional delegation led by Pelosi will visit Singapore from August 1 to 2 to meet with President Halimah and Prime Minister Lee Hsien Loong.</p><p><b>Keywords for Tuesday, August 2nd: Reserve Bank of Australia interest rate decision, Chicago Fed President Evans speaks; Activision Blizzard and BP earnings reports</b><img src=\"https://static.tigerbbs.com/61ec689c6b09a82647586456153aa140\" tg-width=\"907\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Tuesday,<b>Regarding economic data,</b>The Reserve Bank of Australia will announce its interest rate decision, as well as job openings for JOLTs in the United States.</p><p>In a survey conducted from July 22 to 28, 32 of the 34 economists surveyed predicted that the Reserve Bank of Australia would raise the cash rate by 50 basis points to 1.85%. This will be the first time the Reserve Bank of Australia has rate hike the cash rate by 50 basis points at three consecutive meetings since it was introduced in 1990. The other two economists expect rate hike to be even larger, at 65 or 75 basis points.<b>Regarding the event, Evans hosted a media breakfast, and investors should pay attention to his latest remarks on the economy and the Federal Reserve's monetary policy.</b></p><p><b>In terms of financial reports, US stocks<a href=\"https://laohu8.com/S/BP\">BP</a>、<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>、<a href=\"https://laohu8.com/S/UBER\">Uber</a></b>Earnings reports will be released before the US stock market opens on August 2nd. In addition, Buffett's new favorite stocks<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>, and<a href=\"https://laohu8.com/S/AMD\">American Supermicro Corporation</a>、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>Earnings reports will be released after the US stock market closes on August 2.</p><p>On July 27, 2022, Occidental Petroleum announced that it would distribute a regular quarterly Dividend of $0.13 per common share to shareholders on record as of October 17, 2022. In addition, according to 12 analyst reports providing price forecasts for the coming year over the past three months, Occidental Petroleum's average price target is $74.92, with a high of $90.00 and a low of $58.00. according to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>According to analyst Neil Mehta, Occidental Petroleum continues to hold attractive free cash flow prospects.<b>Keywords for Wednesday, August 3: US June durable goods orders month-on-month revision, API and EIA crude oil inventory changes for the week ending July 29; Occidental Petroleum Financial Report</b><img src=\"https://static.tigerbbs.com/30901e5735d1f1747040191e4b90fc26\" tg-width=\"907\" tg-height=\"1171\" referrerpolicy=\"no-referrer\"/></p><p>Wednesday,<b>Regarding economic data,</b>The United States will release a revised monthly rate of durable goods orders for June.</p><p>U.S. durable goods orders rose 0.7% month-on-month in May, compared to the expected 0.1% and the previous value of 0.50%. U.S. factory durable goods orders rose more than expected in May, indicating that business investment has remained strong so far even amid rising interest rates and heightened economic concerns. In addition,<b>The U.S. API and EIA crude oil inventory changes data for the week ending July 29 are also worth investors' attention.</b></p><p>U.S. API crude oil inventories fell by 4.037 million barrels in the week ending July 22, compared to an expected decrease of 1.12 million barrels. U.S. EIA crude oil inventories fell by 4.523 million barrels in the week ending July 22, far exceeding the expected decrease of 1.037 million barrels, marking the largest drop in U.S. crude oil inventories since the end of May.<b>Regarding the incident,</b>St. Louis Federal Reserve President Bullard addressed money market dealers, and investors should also pay attention.</p><p><b>OPEC+ held its 31st ministerial meeting.</b>OPEC+ will hold its 31st ministerial meeting on August 3 to decide on oil production policy for September. The organization will decide whether to heed the U.S. call to supply more crude oil to the global market. At the 30th ministerial meeting held on June 30, it was decided to raise the average daily oil production forecast for August 2022 by 648,000 barrels.</p><p><b>Regarding financial reports,</b>US stocks<a href=\"https://laohu8.com/S/MRNA\">Modern</a>The earnings report will be released before the US stock market opens on August 3. In addition,<a href=\"https://laohu8.com/S/MGM\">MGM</a>、<a href=\"https://laohu8.com/S/LCID\">Lucid</a>The earnings report will be released after the US stock market closes on August 3.</p><p><b>Regarding new stocks,</b>Hong Kong Stocks<a href=\"https://laohu8.com/S/09857\">Lemon Film & Television</a>IPO subscriptions closed on Wednesday.</p><p><b>Keywords for Thursday, August 4th: Bank of England interest rate decision, US initial jobless claims for the week ending July 30th; Alibaba Financial Report</b><img src=\"https://static.tigerbbs.com/5ef0b87a71a17736a8d2dc2b68db0fef\" tg-width=\"908\" tg-height=\"945\" referrerpolicy=\"no-referrer\"/></p><p>Thursday,<b>Regarding economic data,</b>The Bank of England will announce its interest rate decision.</p><p>The survey suggests that the Bank of England may avoid further rate hike in August and instead stick to a dovish rate hike pace of 25 basis points, but this is a very difficult decision. In addition,<b>The United States will release data on initial and renewed unemployment claims for the week ending July 30.</b></p><p>In the week ending July 23, the number of initial jobless claims in the United States fell by 5,000 to 256,000. A media survey of economists showed that the median number of applicants was expected to be 250,000. As of the week ending July 16, the number of people continuing to apply for unemployment benefits fell to 1.36 million. Although U.S. unemployment claims fell for the first time in four weeks, they remained near their highest level since November of last year, indicating a continued slowdown in the labor market.<b>Regarding the event, the European Central Bank will release an economic bulletin.</b></p><p><b>Tesla held its 2022 annual shareholders meeting.</b>On August 4, Tesla will hold its annual shareholders meeting at its Gigafactory in Texas. The company will also broadcast the event live and is expected to announce updates on the 4680 battery, fully autonomous driving, and its Austin and Berlin factories. The meeting agenda shows that Tesla's board of directors sought to increase the number of authorized common shares to 4 billion.</p><p><b>Regarding financial reports,<a href=\"https://laohu8.com/S/09988\">Alibaba-SW</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a></b>The company will release its earnings report before the US stock market opens on August 4.</p><p><a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>Analysts believe that, according to data from the National Bureau of Statistics, my country's total retail sales declined by 11.1% and 6.7% year-on-year in April and May 2022, respectively, with the month-on-month decline narrowing. Online retail sales of physical goods decreased by 5.2% and increased by 7.0% year-on-year, indicating a recovery in online consumption. Revenue for fiscal years 2023-2025 is projected to reach RMB 889.7 billion, RMB 956.8 billion, and RMB 1,021.4 billion, representing year-on-year increases of 4%, 8%, and 7%. We have raised our net profit (Non-GAAP) forecasts for fiscal years 2023-2025 to RMB129.9 billion, RMB147.6 billion, and RMB162.5 billion, representing a year-on-year decrease of 5%, an increase of 14%, and an increase of 10%. The current price corresponds to the company's Hong Kong stock PE (Non-GAAP) of 16 times, 14 times, and 13 times.<b>Keywords for Friday, August 5th: US July non-farm payrolls and unemployment rate; Cleveland Fed President Mester speaks.</b><img src=\"https://static.tigerbbs.com/939f641cb26b9fc3a5d646ffd88fc5f3\" tg-width=\"905\" tg-height=\"904\" referrerpolicy=\"no-referrer\"/>Friday,<b>Regarding economic data,</b>The United States will release its July non-farm payrolls and unemployment rates. The market currently expects non-farm payrolls to increase by 255,000 in July, lower than the previous reading of 372,000, and the unemployment rate to be 3.6%, unchanged from the previous reading.</p><p>Previously, the United States added 372,000 seasonally adjusted non-farm payrolls in June, far exceeding the market expectation of 250,000, continuing the strong momentum of employment growth this year. The unemployment rate was 3.6%, unchanged from May and still near a 50-year low, in line with expectations.<b>Regarding the event, Cleveland Federal Reserve President Mester will speak on monetary policy.</b></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Weekly Preview | Earnings reports from Alibaba, Occidental Petroleum, and others are coming! Non-farm payroll data is coming soon.</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\">\nWeekly Preview | Earnings reports from Alibaba, Occidental Petroleum, and others are coming! Non-farm payroll data is coming soon.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-08-01 07:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Major financial events this week (August 1-5)</p><p><b>Regarding economic data,</b>The US and the Eurozone in July<a href=\"https://laohu8.com/S/MRKT\">Markit</a>The final reading of the manufacturing PMI, the revised month-on-month reading of US durable goods orders for June, changes in US API and EIA crude oil inventories for the week ending July 29, the number of US initial jobless claims for the week ending July 30, and the US non-farm payrolls and unemployment rate for July.<b>Regarding financial reports,</b><a href=\"https://laohu8.com/S/HBC\">HSBC Holdings</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>, AMD,<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>And Buffett's new favorite stocks<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>Financial reports will be released successively. In addition,<b>This week, attention should also be paid to the Reserve Bank of Australia's interest rate decision, the Bank of England's interest rate decision, and speeches by officials such as Chicago Fed President Evans and St. Louis Fed President Bullard.</b><img src=\"https://static.tigerbbs.com/ef4a4a9095140ecd3c104ff0ec6ccc64\" tg-width=\"2044\" tg-height=\"1429\" referrerpolicy=\"no-referrer\"/><b>Keywords for Monday, August 1st: Eurozone June unemployment rate, US and Eurozone July Markit manufacturing PMI final readings; HSBC Holdings Financial Report</b><img src=\"https://static.tigerbbs.com/4254af86af01c216719cccd62b67df2c\" tg-width=\"910\" tg-height=\"807\" referrerpolicy=\"no-referrer\"/></p><p>Monday,<b>Regarding economic data,</b>The US and Eurozone will release the final Markit manufacturing PMI readings for July, which are expected to be relatively weak and not much different from the preliminary readings.</p><p>The preliminary reading of the U.S. Markit Manufacturing PMI for July was 52.3, which was better than the expected 52, but lower than the 52.7 reading in June, marking the lowest level since July 2020. In terms of financial reports, as one of the high-dividend stocks in Hong Kong,<a href=\"https://laohu8.com/S/00005.HK\">HSBC Holdings</a>Financial reports will be released; US stocks<a href=\"https://laohu8.com/S/ATVI.US\">Activision Blizzard</a>Earnings reports will also be released after the US stock market closes on August 1.</p><p><a href=\"https://laohu8.com/S/C\">Citi</a>And CICC's forecast<a href=\"https://laohu8.com/S/00005\">HSBC Holdings</a>The forecast for the 2022 interim dividend per ordinary share is US 8 cents, representing a 14.2% increase year-on-year compared to the interim dividend of US 7 cents per ordinary share in the same period last year. According to forecasts from four securities firms, HSBC's benchmark pre-tax profit for the first half of 2022 is expected to be US$7.937 billion to US$8.174 billion, a year-on-year decrease of 24.6% to 26.8% compared to US$10.839 billion in the first half of 2021.<b>Regarding the incident,</b><b>U.S. House Speaker Nancy Pelosi is about to embark on a trip to Asia.</b>According to The Paper, the official website of the Office of the Speaker of the U.S. House of Representatives published Pelosi's itinerary for her trip to Asia, stating that Pelosi led a congressional delegation to visit the Indo-Pacific region, including Singapore, Malaysia, South Korea, and Japan. The statement said the trip will focus on common security, economic partnerships, and*governance in the Indo-Pacific region. Singapore's Ministry of Foreign Affairs said that a U.S. congressional delegation led by Pelosi will visit Singapore from August 1 to 2 to meet with President Halimah and Prime Minister Lee Hsien Loong.</p><p><b>Keywords for Tuesday, August 2nd: Reserve Bank of Australia interest rate decision, Chicago Fed President Evans speaks; Activision Blizzard and BP earnings reports</b><img src=\"https://static.tigerbbs.com/61ec689c6b09a82647586456153aa140\" tg-width=\"907\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Tuesday,<b>Regarding economic data,</b>The Reserve Bank of Australia will announce its interest rate decision, as well as job openings for JOLTs in the United States.</p><p>In a survey conducted from July 22 to 28, 32 of the 34 economists surveyed predicted that the Reserve Bank of Australia would raise the cash rate by 50 basis points to 1.85%. This will be the first time the Reserve Bank of Australia has rate hike the cash rate by 50 basis points at three consecutive meetings since it was introduced in 1990. The other two economists expect rate hike to be even larger, at 65 or 75 basis points.<b>Regarding the event, Evans hosted a media breakfast, and investors should pay attention to his latest remarks on the economy and the Federal Reserve's monetary policy.</b></p><p><b>In terms of financial reports, US stocks<a href=\"https://laohu8.com/S/BP\">BP</a>、<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>、<a href=\"https://laohu8.com/S/UBER\">Uber</a></b>Earnings reports will be released before the US stock market opens on August 2nd. In addition, Buffett's new favorite stocks<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>, and<a href=\"https://laohu8.com/S/AMD\">American Supermicro Corporation</a>、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>Earnings reports will be released after the US stock market closes on August 2.</p><p>On July 27, 2022, Occidental Petroleum announced that it would distribute a regular quarterly Dividend of $0.13 per common share to shareholders on record as of October 17, 2022. In addition, according to 12 analyst reports providing price forecasts for the coming year over the past three months, Occidental Petroleum's average price target is $74.92, with a high of $90.00 and a low of $58.00. according to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>According to analyst Neil Mehta, Occidental Petroleum continues to hold attractive free cash flow prospects.<b>Keywords for Wednesday, August 3: US June durable goods orders month-on-month revision, API and EIA crude oil inventory changes for the week ending July 29; Occidental Petroleum Financial Report</b><img src=\"https://static.tigerbbs.com/30901e5735d1f1747040191e4b90fc26\" tg-width=\"907\" tg-height=\"1171\" referrerpolicy=\"no-referrer\"/></p><p>Wednesday,<b>Regarding economic data,</b>The United States will release a revised monthly rate of durable goods orders for June.</p><p>U.S. durable goods orders rose 0.7% month-on-month in May, compared to the expected 0.1% and the previous value of 0.50%. U.S. factory durable goods orders rose more than expected in May, indicating that business investment has remained strong so far even amid rising interest rates and heightened economic concerns. In addition,<b>The U.S. API and EIA crude oil inventory changes data for the week ending July 29 are also worth investors' attention.</b></p><p>U.S. API crude oil inventories fell by 4.037 million barrels in the week ending July 22, compared to an expected decrease of 1.12 million barrels. U.S. EIA crude oil inventories fell by 4.523 million barrels in the week ending July 22, far exceeding the expected decrease of 1.037 million barrels, marking the largest drop in U.S. crude oil inventories since the end of May.<b>Regarding the incident,</b>St. Louis Federal Reserve President Bullard addressed money market dealers, and investors should also pay attention.</p><p><b>OPEC+ held its 31st ministerial meeting.</b>OPEC+ will hold its 31st ministerial meeting on August 3 to decide on oil production policy for September. The organization will decide whether to heed the U.S. call to supply more crude oil to the global market. At the 30th ministerial meeting held on June 30, it was decided to raise the average daily oil production forecast for August 2022 by 648,000 barrels.</p><p><b>Regarding financial reports,</b>US stocks<a href=\"https://laohu8.com/S/MRNA\">Modern</a>The earnings report will be released before the US stock market opens on August 3. In addition,<a href=\"https://laohu8.com/S/MGM\">MGM</a>、<a href=\"https://laohu8.com/S/LCID\">Lucid</a>The earnings report will be released after the US stock market closes on August 3.</p><p><b>Regarding new stocks,</b>Hong Kong Stocks<a href=\"https://laohu8.com/S/09857\">Lemon Film & Television</a>IPO subscriptions closed on Wednesday.</p><p><b>Keywords for Thursday, August 4th: Bank of England interest rate decision, US initial jobless claims for the week ending July 30th; Alibaba Financial Report</b><img src=\"https://static.tigerbbs.com/5ef0b87a71a17736a8d2dc2b68db0fef\" tg-width=\"908\" tg-height=\"945\" referrerpolicy=\"no-referrer\"/></p><p>Thursday,<b>Regarding economic data,</b>The Bank of England will announce its interest rate decision.</p><p>The survey suggests that the Bank of England may avoid further rate hike in August and instead stick to a dovish rate hike pace of 25 basis points, but this is a very difficult decision. In addition,<b>The United States will release data on initial and renewed unemployment claims for the week ending July 30.</b></p><p>In the week ending July 23, the number of initial jobless claims in the United States fell by 5,000 to 256,000. A media survey of economists showed that the median number of applicants was expected to be 250,000. As of the week ending July 16, the number of people continuing to apply for unemployment benefits fell to 1.36 million. Although U.S. unemployment claims fell for the first time in four weeks, they remained near their highest level since November of last year, indicating a continued slowdown in the labor market.<b>Regarding the event, the European Central Bank will release an economic bulletin.</b></p><p><b>Tesla held its 2022 annual shareholders meeting.</b>On August 4, Tesla will hold its annual shareholders meeting at its Gigafactory in Texas. The company will also broadcast the event live and is expected to announce updates on the 4680 battery, fully autonomous driving, and its Austin and Berlin factories. The meeting agenda shows that Tesla's board of directors sought to increase the number of authorized common shares to 4 billion.</p><p><b>Regarding financial reports,<a href=\"https://laohu8.com/S/09988\">Alibaba-SW</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a></b>The company will release its earnings report before the US stock market opens on August 4.</p><p><a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>Analysts believe that, according to data from the National Bureau of Statistics, my country's total retail sales declined by 11.1% and 6.7% year-on-year in April and May 2022, respectively, with the month-on-month decline narrowing. Online retail sales of physical goods decreased by 5.2% and increased by 7.0% year-on-year, indicating a recovery in online consumption. Revenue for fiscal years 2023-2025 is projected to reach RMB 889.7 billion, RMB 956.8 billion, and RMB 1,021.4 billion, representing year-on-year increases of 4%, 8%, and 7%. We have raised our net profit (Non-GAAP) forecasts for fiscal years 2023-2025 to RMB129.9 billion, RMB147.6 billion, and RMB162.5 billion, representing a year-on-year decrease of 5%, an increase of 14%, and an increase of 10%. The current price corresponds to the company's Hong Kong stock PE (Non-GAAP) of 16 times, 14 times, and 13 times.<b>Keywords for Friday, August 5th: US July non-farm payrolls and unemployment rate; Cleveland Fed President Mester speaks.</b><img src=\"https://static.tigerbbs.com/939f641cb26b9fc3a5d646ffd88fc5f3\" tg-width=\"905\" tg-height=\"904\" referrerpolicy=\"no-referrer\"/>Friday,<b>Regarding economic data,</b>The United States will release its July non-farm payrolls and unemployment rates. The market currently expects non-farm payrolls to increase by 255,000 in July, lower than the previous reading of 372,000, and the unemployment rate to be 3.6%, unchanged from the previous reading.</p><p>Previously, the United States added 372,000 seasonally adjusted non-farm payrolls in June, far exceeding the market expectation of 250,000, continuing the strong momentum of employment growth this year. The unemployment rate was 3.6%, unchanged from May and still near a 50-year low, in line with expectations.<b>Regarding the event, Cleveland Federal Reserve President Mester will speak on monetary policy.</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF华安",".DJI":"道琼斯","IAU":"黄金信托ETF-iShares","GDX":"黄金矿业ETF-VanEck",".SPX":"S&P 500 Index","BK4207":"综合性银行","HSBC":"汇丰",".IXIC":"NASDAQ Composite","GLD":"黄金ETF-SPDR","BK4201":"综合性石油与天然气企业","OXY":"西方石油","NUGT":"二倍做多黄金矿业指数ETF-Direxion","DUST":"二倍做空黄金矿业指数ETF-Direxion","BK4521":"英国银行股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179267509","content_text":"本周(8.1—8.5)重磅财经事件经济数据方面,美国和欧元区7月Markit制造业PMI终值,美国6月耐用品订单月率修正值,美国截至7月29日当周API和EIA原油库存变动,美国截至7月30日当周初请失业金人数,以及美国7月非农和失业率。财报方面,汇丰控股、阿里巴巴、动视暴雪、AMD、PayPal以及巴菲特新晋爱股西方石油将先后发布财报。此外,本周还需关注澳洲联储利率决议,英国央行利率决议,以及芝加哥联储主席埃文斯,圣路易斯联储主席布拉德等官员的讲话。8月1日 周一关键词:欧元区6月失业率,美国和欧元区7月Markit制造业PMI终值;汇丰控股财报周一,经济数据方面,美国和欧元区将公布7月Markit制造业PMI终值,预计相对低迷,和初值相差不大。美国7月Markit制造业PMI初值录得52.3,虽然好于预期的52,但低于6月数值的52.7,创下2020年7月以来最低。财报方面,作为港股高分红股票之一的汇丰控股将会发布财报;美股动视暴雪也将在8月1日美股盘后发布财报。花旗及中金均预测汇丰控股2022年每股普通股中期息预测为8美仙,较去年同期每股普通股中期息7美仙同比升14.2%。综合4间券商预测,汇控2022年上半年列账基准除税前利润预计为79.37-81.74亿美元,较2021年上半年108.39亿美元计,同比下跌24.6%至26.8%。事件方面,美国众议院议长佩洛西即将开启亚洲行。据澎湃新闻报道,美国众议院议长办公室官网公布佩洛西亚洲之行行程,称佩洛西率领一个国会代表团访问印度-太平洋地区,包括访问新加坡、马来西亚、韩国和日本。声明称,此行将重点关注印太地区的共同安全、经济伙伴关系和民主治理。新加坡外交部说,佩洛西率领的美国议会代表团将在8月1日至2日到访新加坡,与哈莉玛总统和李显龙总理会面。8月2日周二关键词:澳洲联储利率决议,芝加哥联储主席埃文斯发表讲话;动视暴雪、英国石油财报周二,经济数据方面,澳洲联储将公布利率决议,以及美国JOLTs职位空缺。在7月22日至28日的调查中,受访的34位经济学家中有32位预测,澳洲联储将把提高现金利率50个基点至1.85%。这将是自1990年引入现金利率以来,澳洲联储首次在连续三次会议上加息50个基点。其余两位经济学家预计加息幅度会更大,为65或75个基点。事件方面,埃文斯主持媒体早餐会,投资者需关注他涉及经济和美联储货币政策的最新言论。财报方面,美股英国石油、标普全球、优步将会在8月2日美股盘前公布财报。此外,巴菲特新晋爱股西方石油,以及美国超微公司、PayPal将会在8月2日美股盘后公布财报。2022年7月27日西方石油宣布,将向截至2022年10月17日在册的股东派发普通股每股0.13美元的定期季度股息。此外,根据最近3个月提供未来一年价格预测的12位分析师报告,西方石油公司的平均目标价为74.92美元,最高为90.00美元,最低为58.00美元。根据高盛分析师Neil Mehta的说法,西方石油公司继续持有有吸引力的自由现金流前景。8月3日周三关键词:美国6月耐用品订单月率修正值,截至7月29日当周API和EIA原油库存变动;西方石油财报周三,经济数据方面,美国将公布6月耐用品订单月率修正值。美国5月耐用品订单月率 0.7%,预期0.1%,前值0.50%。5月份美国工厂耐用品订单增幅高于预期,表明即便在利率上升和对经济担忧加剧的情况下,企业投资迄今仍保持强劲。此外,截至7月29日当周美国API和EIA原油库存变动数据也值得投资者关注。美国至7月22日当周API原油库存减少403.7万桶,预期减少112万桶。美国截至7月22日当周EIA原油库存减少了452.3万桶,远超预期的减少103.7万桶,为5月底以来最大的美国原油库存降幅。事件方面,圣路易斯联储主席布拉德向货币市场经销商发表讲话,投资者也需保持关注。OPEC+举行第31次部长级会议。OPEC+将于8月3日举行第31次部长级会议,决定9月的石油生产政策。该组织将决定是否听取美国的呼吁,为全球市场供应更多原油。在6月30日举行的第30次部长级会议上,曾决定将2022年8月石油总产量日均上调64.8万桶。财报方面,美股Moderna将在8月3日美股盘前发布财报。此外,美高梅、Lucid将在8月3日美股盘后发布财报。新股方面,港股柠萌影视周三结束新股申购。8月4日周四关键词:英国央行利率决议,美国截至7月30日当周初请失业金人数;阿里巴巴财报周四,经济数据方面,英国央行将公布利率决议。调查显示,英国央行8月可能会避免更大幅度的加息,而是坚守25个基点的温和加息步伐,但这是一个非常艰难的决定。此外,美国将公布截至7月30日当周初请、续请失业金人数等数据。截至7月23日当周,美国初次申请失业金人数减少5,000人,至25.6万人。媒体对经济学家进行的调查显示,申请人数的中位数预期25万人。截至7月16日当周,续请失业金人数降至136万人。虽然美国失业金申请人数四周来首次下降,但仍维持在去年11月以来最高水平附近,表明劳动力市场继续放缓。事件方面,欧洲央行将公布经济公报。特斯拉召开2022年年度股东大会。8月4日,特斯拉将在得克萨斯州超级工厂内召开年度股东大会。该公司还将直播这场活动,预计将会公布关于4680电池、全自动驾驶、奥斯汀和柏林工厂的最新消息。会议议程显示,特斯拉董事会寻求将授权普通股的数量增加到40亿股。财报方面,阿里巴巴-SW、康菲石油等将在8月4日美股盘前公布财报。中信证券分析认为,根据国家统计局数据,2022年4/5月我国社零总额同比下滑11.1%/6.7%,环比降幅收窄,实物商品网上零售额同比减少5.2%/增加7.0%,线上消费回暖。预测2023~2025财年收入至8,897亿元/9,568 亿元/10,214 亿元,同比增加4%/增加8%/增加7%;上调2023-2025财年净利润(Non-GAAP)预测至1,299 亿元/1,476 亿元/1,625 亿元,同比减少5%/增加14%/增加10%,现价对应公司港股PE(Non-GAAP)16倍/14倍/13倍。8月5日周五关键词:美国7月非农和失业率,克利夫兰联储主席梅斯特发表讲话周五,经济数据方面,美国将公布公布7月非农和失业率。目前市场预期7月非农增加25.5万,不及37.2万的前值,失业率为3.6%,和前值持平。此前,美国6月季调后新增非农就业人口为37.2万人,远高于市场预期的25万人,延续了今年以来就业增长的强劲势头;失业率为3.6%,与5月持平,仍维持在50年以来的低点附近,符合预期。事件方面,克利夫兰联储主席梅斯特将就货币政策发表讲话。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,".IXIC":0.9,"SGCmain":0.9,"MGCmain":0.9,"HSBC":0.9,"OXY":0.9,"DUST":0.9,".SPX":0.9,"GCmain":0.9,"GLD":0.9,".DJI":0.9,"IAU":0.9,"NUGT":0.9,"GDX":0.9,"SImain":0.9,"SGUmain":0.9}},"isVote":1,"tweetType":1,"viewCount":5651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901501216,"gmtCreate":1659230089435,"gmtModify":1676536273800,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098771786575480","authorIdStr":"4098771786575480"},"themes":[],"title":"","htmlText":"😚","listText":"😚","text":"😚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901501216","repostId":"1137777521","repostType":4,"isVote":1,"tweetType":1,"viewCount":5235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077340933,"gmtCreate":1658458269522,"gmtModify":1676536162757,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098771786575480","authorIdStr":"4098771786575480"},"themes":[],"title":"","htmlText":"🥹","listText":"🥹","text":"🥹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077340933","repostId":"1161200490","repostType":4,"repost":{"id":"1161200490","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":1658448405,"share":"https://ttm.financial/m/news/1161200490?lang=en_US&edition=fundamental","pubTime":"2022-07-22 08:06","market":"hk","language":"zh","title":"Last night and this morning | Breaking news late at night! Biden tests positive for COVID-19, ECB rate hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1161200490","media":"老虎资讯综合","summary":"摘要:①美股三连涨,财报利好特斯拉涨近10%;②热门中概股多数走高,哔哩哔哩涨近6%;③欧洲央行宣布加息50个基点;④拜登新冠病毒检测结果呈阳性。海外市场1、美股三大指数收高特斯拉涨近10%美股周四收","content":"<p><html><head></head><body>Abstract: ① US stocks rose for the third consecutive day, with positive earnings reports.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose nearly 10%; ② Most popular Chinese concept stocks rose.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It rose nearly 6%; ③ The European Central Bank announced a 50 basis point rate hike; ④ Biden tested positive for COVID-19. Overseas markets</p><p>1. U.S. stocks closed higher, with Tesla rising nearly 10%.</p><p>U.S. stocks closed higher on Thursday, with all three major indexes recording their third consecutive day of gains. At the close, the Dow Jones Industrial Average rose 0.51%, the Nasdaq Composite rose 1.36%, and the S&P 500 rose 0.99%. Major tech stocks continued their upward trend, with Tesla surging 9.78%.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up 1.51%<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up 1.52%<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>Netflix rose 0.39%, and Netflix rose 3.44%.<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>It rose 0.98%.</p><p>2. Most popular Chinese concept stocks rose, including Bilibili.<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>Up nearly 6%</p><p>Chinese concept stocks resumed their upward trend on Thursday, with the Nasdaq China Golden Dragon Index rising 1.61%. Bilibili and iQiyi rose nearly 6%.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>It rose more than 2%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>It rose by more than 1%.</p><p>3. Most major European indices closed higher, while Germany's DAX30 index fell 0.27%.</p><p>Most major European stock indices closed higher on Thursday, with Germany's DAX 30 down 0.27%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.21%, the French CAC40 index rose 0.27%, and the European Stoxx 50 index rose 0.32%.</p><p>4. U.S. crude oil futures prices closed down 3.5% on Thursday, hitting a one-week low.</p><p>West Texas Intermediate (WTI) crude oil futures for September delivery on the New York Mercantile Exchange fell $3.53, or 3.5%, to settle at $96.35 a barrel, their lowest closing price since July 14.</p><p>5. New York gold futures closed 0.8% higher on Thursday, partially recovering yesterday's losses.</p><p>Gold futures for August delivery on the New York Mercantile Exchange rose $13.20, or 0.8%, to settle at $1,713.40 an ounce. The futures closed down 0.6% on Wednesday, hitting their lowest closing price in 15 months.</p><p>International macro</p><p>1. The European Central Bank implemented rate hike exceeding market expectations and launched new crisis management tools.</p><p>Despite the increased risk of recession, the European Central Bank raised its key interest rate by 50 basis points in an effort to curb soaring inflation. This was its first rate hike in 11 years and the largest rate hike since 2000.</p><p>As Italy experiences a new round of political turmoil, European Central Bank President Christine Lagarde and her colleagues have also introduced a new tool to ensure that markets do not push borrowing costs too high for fragile eurozone economies, avoiding a repeat of the situation in 2012 when the euro's viability was called into question.</p><p>2. The European Central Bank's 50 basis point rate hike has made investors more confident that the Bank of England will follow suit.</p><p>News of a 50 basis point rate hike by the European Central Bank will strengthen market expectations for significant rate hike in other parts of Europe. Investors now believe that a 50 basis point Bank of England rate hike next month is almost certain, which would be the Bank of England's largest rate hike since independence in 1997.</p><p>3. The European Central Bank launched a new bond-buying program to ease pressure on highly indebted countries.</p><p>On the 21st local time, the European Central Bank announced a rate hike and decided to launch a bond-buying program called the \"Transitional Protection Mechanism\". At a press conference that day, European Central Bank President Christine Lagarde further explained that this \"transitional protection mechanism\" was introduced to alleviate the debt repayment pressure on countries with high debt ratios, such as Italy, following the ECB's rate hike, and to prevent another debt crisis in Europe.</p><p>4. White House: Biden will initially quarantine for 5 days and resume public activities after testing negative for COVID-19.</p><p>On July 21 local time, White House Press Secretary Karine Jean-Pierre and White House COVID-19 Coordinator Ash Jha issued a statement at a briefing that day regarding Biden's diagnosis of COVID-19, saying that the probability of Biden being seriously ill is very low. He is currently feeling well, with only mild symptoms. He started experiencing a runny nose, occasional dry cough, and fatigue last night, and has begun taking COVID-19 medication. The White House stated that Biden will initially quarantine for five days and resume public activities after testing negative for COVID-19.</p><p>5. Italian President Mattarella decided to dissolve Parliament.</p><p>On the afternoon of the 21st local time, Italian President Mattarella and Italian Prime Minister Mario Draghi jointly signed a decree at the Presidential Palace deciding to dissolve Parliament. In his speech, Mattarella stated that the Senate vote on the 20th demonstrated that the government lacked parliamentary support and was unlikely to form a new majority government. Under such circumstances, an early dissolution of Parliament is inevitable.</p><p>6. U.S. mortgage rates climbed to 5.54%, putting greater pressure on homebuyers' affordability.</p><p>A slight rise in U.S. mortgage rates has increased pressure on the housing market and posed a greater challenge to homebuyers' affordability. Freddie Mac said in a statement on Thursday that the average interest rate on 30-year loans rose to 5.54% from 5.51% last week. “In the case of real estate, the sharp rise in home prices coupled with rising mortgage rates has created an upper limit on affordability,” said George Ratiu, economic research manager at Realtor.com.</p><p>7. Initial jobless claims in the United States rose to an eight-month high, indicating a cooling labor market.</p><p>As more companies announce layoffs, the number of initial jobless claims in the United States rose for the third consecutive week, reaching its highest level since November of last year, indicating a cooling in the labor market. Data released by the U.S. Department of Labor on Thursday showed that the number of people filing for unemployment benefits for the first time increased by 7,000 to 251,000 in the week ending July 16.</p><p>8. Denmark, a pioneer in negative interest rates, follows the European Central Bank's lead in raising its benchmark interest rate, which is no longer the world's lowest policy interest rate.</p><p>Denmark, the country that has maintained negative interest rates for the longest time, followed the European Central Bank and raised its benchmark interest rate to defend the krona's exchange rate system pegged to the euro. According to a statement on Thursday, the Danish central bank in Copenhagen raised the interest rate on current deposit accounts from -0.6% to -0.1%.</p><p>9. With insufficient natural gas, is the EU trying to save itself? Nearly half of the member states opposed</p><p>In anticipation of a Russian \"gas cut-off,\" the European Union proposed on Wednesday that member states \"voluntarily\" reduce their natural gas consumption by 15% starting next month. However, the plan encountered significant resistance, with nearly half of the member states opposing the proposal. Reducing natural gas use is currently \"voluntary,\" but the EU can turn the reduction target into a mandatory requirement in the event of a tight natural gas supply.</p><p>10. Murmu was elected as the new President of India with 64% of the vote.</p><p>On the 21st local time, Murmu, the candidate nominated by the Indian Democratic Alliance, received 64% of the vote and was elected as the 15th President of India. At 11:00 a.m. on the 21st, the vote counting for the Indian presidential election officially began, with Murmu leading all the way. By the evening of that day, before all the votes had been counted, the outcome of Murmu becoming the new president of India was already a foregone conclusion. Thus, Murmu became India's second female president and the first president from a tribal region.</p><p>11. WHO reassesses monkeypox outbreak; experts worry healthcare inequality may worsen.</p><p>The World Health Organization's emergency committee met again on the 21st to assess the current monkeypox outbreak, assessing whether the epidemic constitutes a \"public health emergency of international concern,\" the highest level of warning issued by the WHO. Some public health experts believe that the monkeypox outbreak in Africa is significantly different from the monkeypox outbreaks found in developed countries, which may complicate a coordinated global response and exacerbate healthcare inequality.</p><p>12. The Philadelphia Federal Reserve's manufacturing expectations index fell to its lowest level since 1979.</p><p>The business outlook for manufacturers in the Philadelphia area fell this month to its lowest level since 1979, with indicators of future new orders and capital spending plans deteriorating. Data released by the Federal Reserve Bank of Philadelphia on Thursday showed that an indicator measuring business conditions over the next six months fell nearly 12 points to -18.6. Manufacturers' assessment of the current situation fell 9 points to -12.3, below the expectations of all economists surveyed by Bloomberg.</p><p>13、<a href=\"https://laohu8.com/S/USEG\">U.S. energy</a>The ministry announced a $96 million grant to advance clean vehicle technologies.</p><p>On July 21 local time, the U.S. Department of Energy announced $96 million to advance clean vehicle technologies to reduce carbon emissions. This funding aims to decarbonize and accelerate the electrification of all vehicles, reducing fuel costs for drivers and companies.</p><p>14. Russian Energy Minister: Russia's energy industry performed well in the first half of the year.</p><p>Russian Energy Minister Shuliginov said on the 21st that Russia's energy industry performed well in the first half of the year and was able to adapt to difficult economic conditions. He also emphasized that Russia's domestic energy market is stable and there are no problems with energy supply. Shuliginov said that in the first half of this year, Russia's oil production increased by 3.4% year-on-year, electricity production increased by 1.9% year-on-year, and coal production was roughly the same as the same period last year.</p><p>15. The UK Supreme Court will rule on Scotland's referendum rights in October.</p><p>The UK Supreme Court will rule in October whether Scottish leaders can hold an independence referendum without the approval of the London government. The Supreme Court ruling will be a major event in the long-running debate between the independence-leaning Scottish government and Westminster over whether Scotland has the right to hold another referendum to decide whether to part ways again after more than 300 years of unification.</p><p>16. The Central Bank of Ukraine significantly lowered the fixed exchange rate of its currency and predicts that the economy will shrink by one-third this year.</p><p>On Thursday (July 21) local time, the Central Bank of Ukraine announced that it had decided to maintain its key policy rate at a historically high level of 25% due to inflation reaching 21.5% in June. Meanwhile, the Central Bank of Ukraine also announced that it would raise the official fixed exchange rate of the US dollar against the hryvnia by 25% starting at 9:00 a.m. on July 21, 2022, to 36.5686 hryvnias per US dollar. By calculation, this move is equivalent to devaluing the hryvnia against the US dollar by nearly 20%.</p><p>Shortly after the statement was released, Central Bank of Ukraine Governor Shepchenko said at a press conference that Ukraine's economy would shrink by one-third in 2022, but if Black Sea ports resume operations, the economy is expected to resume growth in 2023 to 2024.</p><p>Russia-Ukraine situation</p><p>1. The signing ceremony of the Ukrainian grain export transportation agreement will be held in Istanbul on July 22.</p><p>According to a statement released by the Turkish Presidential Press Office on the evening of July 21, the signing ceremony of the Ukrainian grain export transportation agreement will be held at 4:30 p.m. local time on July 22 at the Dormabahçe office area of the Turkish Presidential Palace in Istanbul. Turkish President Recep Tayyip Erdoğan, UN Secretary-General António Guterres, and representatives from Ukraine and Russia will attend the signing ceremony.</p><p>2. Russian Deputy Foreign Minister: Russia is discussing restrictions on Russian grain exports with the United Nations.</p><p>On July 21 local time, Russian Deputy Foreign Minister Andrei Rudenko issued a statement saying that grain transport negotiations between Russia, Türkiye, Ukraine and the United Nations will continue via video link. Russia is discussing restrictions on Russian grain exports with the United Nations. Russia believes that the issue of Russian grain exports should be addressed in parallel with the issue of Ukrainian grain exports. Without the supply of Russian grain and fertilizers, it will be difficult to solve the global food problem, and Russia hopes to reach an agreement on the Ukrainian grain issue in the near future.</p><p>3. The European Council announced an exemption ban on the import of Russian gold and jewelry.<a href=\"https://laohu8.com/S/000061\">agricultural products</a>trade</p><p>The European Council announced on the 21st local time that it would implement new measures against Russia called \"maintenance and adjustment\". This includes banning the import of gold and jewelry from Russia, adding a ban on the export of military-grade goods and technologies to Russia, and sanctions against Russian individuals and entities; At the same time, it allows the export of equipment related to civil aviation safety to Russia, allows Russia to export agricultural products and oil to third parties, and allows third parties to purchase pharmaceuticals and medical devices from Russia.</p><p>4. The British government imposes new sanctions on Russian coal, oil, and gold.</p><p>According to a document published on the British government's official website, on July 21, 2022, the British government revised its sanctions regulations against Russia. The amendment prohibits the import of petroleum and petroleum products, coal and coal products, and gold from Russia, as well as the provision of technical assistance, financial services, funding, and intermediary services related to these goods. The ban on gold imports will take effect on July 21, the ban on coal imports will take effect on August 10, 2022, and the ban on oil imports will take effect on December 31, 2022.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2253763867\" target=\"_blank\">Inflation squeezed consumers' ability to fulfill their contracts; AT&T once suffered its biggest single-day drop since 2002.</a></p><p>AT&T, the largest communications and internet service provider in the United States, admitted on Thursday that customers are starting to slow down in paying their bills amid high inflation. As a result, the company expects its free cash flow for the full year to decrease from $16 billion to $14 billion. The company's stock price plummeted by nearly 11% at one point during the day, the biggest drop for the giant since 2002, and the decline narrowed slightly to 7.62% at the close.</p><p>2、<a href=\"https://laohu8.com/NW/1191434178\" target=\"_blank\">Snap released its weakest financial report since its IPO, causing its stock to plummet by over 25% in after-hours trading.</a></p><p>Snap, the U.S. social media platform, released its financial report after the market closed on Thursday, showing total revenue of $1.11 billion in the second quarter. This not only fell short of expectations, but the year-on-year growth rate of 13% was even lower than at the beginning of the COVID-19 pandemic, making it the company's worst performance since its IPO. As of press time, the company's stock price fell 25.08% in after-hours trading.</p><p>3、<a href=\"https://laohu8.com/NW/2253172027\" target=\"_blank\">Amazon acquires One Medical for $3.9 billion</a></p><p>Amazon announced on Thursday that it will acquire Medical service provider One Medical for $18 per share, valuing the overall deal at $3.9 billion, a 77% premium over Wednesday's closing price. One Medical primarily provides Medical services to corporate employees and individuals. It has 180 offices in 25 markets in the United States and provides employee Medical services to 8,000 companies.</p><p>4. Musk's key deputy and head of the Texas factory are under internal investigation.</p><p>According to media reports citing sources on Thursday, Omead Afshar, a key deputy to Musk and head of the Texas factory, is under internal investigation for allegedly ordering the secret purchase of a special type of glass. He may be asked to take leave and eventually leave the company. It is understood that several employees involved in the matter have been dismissed, and an internal investigation team is currently determining whether the purchase was for CEO Elon Musk's personal needs.</p><p>5、<a href=\"https://laohu8.com/NW/1176253842\" target=\"_blank\">Ford Motor Company announces plans to increase power battery production and reaches strategic cooperation with CATL.</a></p><p>Ford Motor Company announced on Thursday new developments in a series of global power battery and related raw material supply and cooperation, aiming to achieve an annual power battery production capacity of 60GWh through the addition of a lithium iron phosphate battery solution and the securing of related raw material supply, thus ensuring the company's annualized production capacity target of 600,000 electric vehicles in 2023.</p><p>Ford Motor Company announced that starting next year, the Mustang Mach-E in the North American market will add a lithium iron phosphate battery pack version, and starting in 2024, the F-150 Lightning all-electric pickup truck in the North American market will also be equipped with a lithium iron phosphate battery pack version, both provided by CATL. Ford plans to reach an annualized production capacity of 2 million units by 2026.</p><p>Ford announced that it will directly source upstream raw materials for power batteries from the United States, Australia, Indonesia, and other countries, and has already partnered with...<a href=\"https://laohu8.com/S/603799\">Huayou Cobalt</a>、<a href=\"https://laohu8.com/S/VALE\">Vale</a>、<a href=\"https://laohu8.com/S/BBL\">BHP Billiton</a>The companies signed a memorandum of understanding on cooperation.</p><p>6、<a href=\"https://laohu8.com/NW/2253729786\" target=\"_blank\">HSBC withdraws from Russian operations; local subsidiary sold to Expobank</a></p><p>HSBC sold its Russian subsidiary to local bank Expobank, becoming the latest to withdraw from the country following the Russia-Ukraine conflict.<a href=\"https://laohu8.com/S/IBOC\">International bank</a>。 In a statement, HSBC said it had agreed to the sale of its Russian operations to Expobank; The transaction amount was not disclosed. The deal marks another international bank's exit from Russia.</p><p>7、<a href=\"https://laohu8.com/NW/2253779187\" target=\"_blank\">Samsung Electronics will invest nearly $200 billion over the next two decades to build a new factory in Texas, USA.</a></p><p>According to foreign media reports, South Korea<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Consideration is being given to building 11 chip factories in Texas over the next two decades, with a total investment potentially approaching $200 billion and creating more than 10,000 jobs. Samsung announced these plans in part because it plans to receive financial incentives from the Texas government before they expire.</p><p>8、<a href=\"https://laohu8.com/NW/2253773522\" target=\"_blank\">Bank of America: Is sticking to the original recruitment plan</a></p><p>Bank of America CEO Brian Moynihan said the bank is maintaining its original hiring plan despite a challenging economic environment and other companies reducing hiring. “We don’t have any plans to make major adjustments because, frankly, our plan is to adjust the number of employees at any time,” Moynihan said in an interview on Thursday.</p><p>9、<a href=\"https://laohu8.com/NW/1124767939\" target=\"_blank\">Morgan Stanley: Apple's market capitalization could return to $3 trillion if it changes its business model.</a></p><p>Morgan Stanley believes that Apple's shift from a purely hardware company to a subscription-based business model will provide a clear path for the company's market capitalization to return to $3 trillion. Morgan Stanley analyst Erik Woodring said that while the market still tends to view Apple as a hardware company, the company's business model is shifting from maximizing hardware shipments to maximizing the installation base to increase service subscription revenue.</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 | Breaking news late at night! Biden tests positive for COVID-19, ECB rate hike</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 | Breaking news late at night! Biden tests positive for COVID-19, ECB rate hike\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-07-22 08:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① US stocks rose for the third consecutive day, with positive earnings reports.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose nearly 10%; ② Most popular Chinese concept stocks rose.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It rose nearly 6%; ③ The European Central Bank announced a 50 basis point rate hike; ④ Biden tested positive for COVID-19. Overseas markets</p><p>1. U.S. stocks closed higher, with Tesla rising nearly 10%.</p><p>U.S. stocks closed higher on Thursday, with all three major indexes recording their third consecutive day of gains. At the close, the Dow Jones Industrial Average rose 0.51%, the Nasdaq Composite rose 1.36%, and the S&P 500 rose 0.99%. Major tech stocks continued their upward trend, with Tesla surging 9.78%.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up 1.51%<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up 1.52%<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>Netflix rose 0.39%, and Netflix rose 3.44%.<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>It rose 0.98%.</p><p>2. Most popular Chinese concept stocks rose, including Bilibili.<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>Up nearly 6%</p><p>Chinese concept stocks resumed their upward trend on Thursday, with the Nasdaq China Golden Dragon Index rising 1.61%. Bilibili and iQiyi rose nearly 6%.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>It rose more than 2%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>It rose by more than 1%.</p><p>3. Most major European indices closed higher, while Germany's DAX30 index fell 0.27%.</p><p>Most major European stock indices closed higher on Thursday, with Germany's DAX 30 down 0.27%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.21%, the French CAC40 index rose 0.27%, and the European Stoxx 50 index rose 0.32%.</p><p>4. U.S. crude oil futures prices closed down 3.5% on Thursday, hitting a one-week low.</p><p>West Texas Intermediate (WTI) crude oil futures for September delivery on the New York Mercantile Exchange fell $3.53, or 3.5%, to settle at $96.35 a barrel, their lowest closing price since July 14.</p><p>5. New York gold futures closed 0.8% higher on Thursday, partially recovering yesterday's losses.</p><p>Gold futures for August delivery on the New York Mercantile Exchange rose $13.20, or 0.8%, to settle at $1,713.40 an ounce. The futures closed down 0.6% on Wednesday, hitting their lowest closing price in 15 months.</p><p>International macro</p><p>1. The European Central Bank implemented rate hike exceeding market expectations and launched new crisis management tools.</p><p>Despite the increased risk of recession, the European Central Bank raised its key interest rate by 50 basis points in an effort to curb soaring inflation. This was its first rate hike in 11 years and the largest rate hike since 2000.</p><p>As Italy experiences a new round of political turmoil, European Central Bank President Christine Lagarde and her colleagues have also introduced a new tool to ensure that markets do not push borrowing costs too high for fragile eurozone economies, avoiding a repeat of the situation in 2012 when the euro's viability was called into question.</p><p>2. The European Central Bank's 50 basis point rate hike has made investors more confident that the Bank of England will follow suit.</p><p>News of a 50 basis point rate hike by the European Central Bank will strengthen market expectations for significant rate hike in other parts of Europe. Investors now believe that a 50 basis point Bank of England rate hike next month is almost certain, which would be the Bank of England's largest rate hike since independence in 1997.</p><p>3. The European Central Bank launched a new bond-buying program to ease pressure on highly indebted countries.</p><p>On the 21st local time, the European Central Bank announced a rate hike and decided to launch a bond-buying program called the \"Transitional Protection Mechanism\". At a press conference that day, European Central Bank President Christine Lagarde further explained that this \"transitional protection mechanism\" was introduced to alleviate the debt repayment pressure on countries with high debt ratios, such as Italy, following the ECB's rate hike, and to prevent another debt crisis in Europe.</p><p>4. White House: Biden will initially quarantine for 5 days and resume public activities after testing negative for COVID-19.</p><p>On July 21 local time, White House Press Secretary Karine Jean-Pierre and White House COVID-19 Coordinator Ash Jha issued a statement at a briefing that day regarding Biden's diagnosis of COVID-19, saying that the probability of Biden being seriously ill is very low. He is currently feeling well, with only mild symptoms. He started experiencing a runny nose, occasional dry cough, and fatigue last night, and has begun taking COVID-19 medication. The White House stated that Biden will initially quarantine for five days and resume public activities after testing negative for COVID-19.</p><p>5. Italian President Mattarella decided to dissolve Parliament.</p><p>On the afternoon of the 21st local time, Italian President Mattarella and Italian Prime Minister Mario Draghi jointly signed a decree at the Presidential Palace deciding to dissolve Parliament. In his speech, Mattarella stated that the Senate vote on the 20th demonstrated that the government lacked parliamentary support and was unlikely to form a new majority government. Under such circumstances, an early dissolution of Parliament is inevitable.</p><p>6. U.S. mortgage rates climbed to 5.54%, putting greater pressure on homebuyers' affordability.</p><p>A slight rise in U.S. mortgage rates has increased pressure on the housing market and posed a greater challenge to homebuyers' affordability. Freddie Mac said in a statement on Thursday that the average interest rate on 30-year loans rose to 5.54% from 5.51% last week. “In the case of real estate, the sharp rise in home prices coupled with rising mortgage rates has created an upper limit on affordability,” said George Ratiu, economic research manager at Realtor.com.</p><p>7. Initial jobless claims in the United States rose to an eight-month high, indicating a cooling labor market.</p><p>As more companies announce layoffs, the number of initial jobless claims in the United States rose for the third consecutive week, reaching its highest level since November of last year, indicating a cooling in the labor market. Data released by the U.S. Department of Labor on Thursday showed that the number of people filing for unemployment benefits for the first time increased by 7,000 to 251,000 in the week ending July 16.</p><p>8. Denmark, a pioneer in negative interest rates, follows the European Central Bank's lead in raising its benchmark interest rate, which is no longer the world's lowest policy interest rate.</p><p>Denmark, the country that has maintained negative interest rates for the longest time, followed the European Central Bank and raised its benchmark interest rate to defend the krona's exchange rate system pegged to the euro. According to a statement on Thursday, the Danish central bank in Copenhagen raised the interest rate on current deposit accounts from -0.6% to -0.1%.</p><p>9. With insufficient natural gas, is the EU trying to save itself? Nearly half of the member states opposed</p><p>In anticipation of a Russian \"gas cut-off,\" the European Union proposed on Wednesday that member states \"voluntarily\" reduce their natural gas consumption by 15% starting next month. However, the plan encountered significant resistance, with nearly half of the member states opposing the proposal. Reducing natural gas use is currently \"voluntary,\" but the EU can turn the reduction target into a mandatory requirement in the event of a tight natural gas supply.</p><p>10. Murmu was elected as the new President of India with 64% of the vote.</p><p>On the 21st local time, Murmu, the candidate nominated by the Indian Democratic Alliance, received 64% of the vote and was elected as the 15th President of India. At 11:00 a.m. on the 21st, the vote counting for the Indian presidential election officially began, with Murmu leading all the way. By the evening of that day, before all the votes had been counted, the outcome of Murmu becoming the new president of India was already a foregone conclusion. Thus, Murmu became India's second female president and the first president from a tribal region.</p><p>11. WHO reassesses monkeypox outbreak; experts worry healthcare inequality may worsen.</p><p>The World Health Organization's emergency committee met again on the 21st to assess the current monkeypox outbreak, assessing whether the epidemic constitutes a \"public health emergency of international concern,\" the highest level of warning issued by the WHO. Some public health experts believe that the monkeypox outbreak in Africa is significantly different from the monkeypox outbreaks found in developed countries, which may complicate a coordinated global response and exacerbate healthcare inequality.</p><p>12. The Philadelphia Federal Reserve's manufacturing expectations index fell to its lowest level since 1979.</p><p>The business outlook for manufacturers in the Philadelphia area fell this month to its lowest level since 1979, with indicators of future new orders and capital spending plans deteriorating. Data released by the Federal Reserve Bank of Philadelphia on Thursday showed that an indicator measuring business conditions over the next six months fell nearly 12 points to -18.6. Manufacturers' assessment of the current situation fell 9 points to -12.3, below the expectations of all economists surveyed by Bloomberg.</p><p>13、<a href=\"https://laohu8.com/S/USEG\">U.S. energy</a>The ministry announced a $96 million grant to advance clean vehicle technologies.</p><p>On July 21 local time, the U.S. Department of Energy announced $96 million to advance clean vehicle technologies to reduce carbon emissions. This funding aims to decarbonize and accelerate the electrification of all vehicles, reducing fuel costs for drivers and companies.</p><p>14. Russian Energy Minister: Russia's energy industry performed well in the first half of the year.</p><p>Russian Energy Minister Shuliginov said on the 21st that Russia's energy industry performed well in the first half of the year and was able to adapt to difficult economic conditions. He also emphasized that Russia's domestic energy market is stable and there are no problems with energy supply. Shuliginov said that in the first half of this year, Russia's oil production increased by 3.4% year-on-year, electricity production increased by 1.9% year-on-year, and coal production was roughly the same as the same period last year.</p><p>15. The UK Supreme Court will rule on Scotland's referendum rights in October.</p><p>The UK Supreme Court will rule in October whether Scottish leaders can hold an independence referendum without the approval of the London government. The Supreme Court ruling will be a major event in the long-running debate between the independence-leaning Scottish government and Westminster over whether Scotland has the right to hold another referendum to decide whether to part ways again after more than 300 years of unification.</p><p>16. The Central Bank of Ukraine significantly lowered the fixed exchange rate of its currency and predicts that the economy will shrink by one-third this year.</p><p>On Thursday (July 21) local time, the Central Bank of Ukraine announced that it had decided to maintain its key policy rate at a historically high level of 25% due to inflation reaching 21.5% in June. Meanwhile, the Central Bank of Ukraine also announced that it would raise the official fixed exchange rate of the US dollar against the hryvnia by 25% starting at 9:00 a.m. on July 21, 2022, to 36.5686 hryvnias per US dollar. By calculation, this move is equivalent to devaluing the hryvnia against the US dollar by nearly 20%.</p><p>Shortly after the statement was released, Central Bank of Ukraine Governor Shepchenko said at a press conference that Ukraine's economy would shrink by one-third in 2022, but if Black Sea ports resume operations, the economy is expected to resume growth in 2023 to 2024.</p><p>Russia-Ukraine situation</p><p>1. The signing ceremony of the Ukrainian grain export transportation agreement will be held in Istanbul on July 22.</p><p>According to a statement released by the Turkish Presidential Press Office on the evening of July 21, the signing ceremony of the Ukrainian grain export transportation agreement will be held at 4:30 p.m. local time on July 22 at the Dormabahçe office area of the Turkish Presidential Palace in Istanbul. Turkish President Recep Tayyip Erdoğan, UN Secretary-General António Guterres, and representatives from Ukraine and Russia will attend the signing ceremony.</p><p>2. Russian Deputy Foreign Minister: Russia is discussing restrictions on Russian grain exports with the United Nations.</p><p>On July 21 local time, Russian Deputy Foreign Minister Andrei Rudenko issued a statement saying that grain transport negotiations between Russia, Türkiye, Ukraine and the United Nations will continue via video link. Russia is discussing restrictions on Russian grain exports with the United Nations. Russia believes that the issue of Russian grain exports should be addressed in parallel with the issue of Ukrainian grain exports. Without the supply of Russian grain and fertilizers, it will be difficult to solve the global food problem, and Russia hopes to reach an agreement on the Ukrainian grain issue in the near future.</p><p>3. The European Council announced an exemption ban on the import of Russian gold and jewelry.<a href=\"https://laohu8.com/S/000061\">agricultural products</a>trade</p><p>The European Council announced on the 21st local time that it would implement new measures against Russia called \"maintenance and adjustment\". This includes banning the import of gold and jewelry from Russia, adding a ban on the export of military-grade goods and technologies to Russia, and sanctions against Russian individuals and entities; At the same time, it allows the export of equipment related to civil aviation safety to Russia, allows Russia to export agricultural products and oil to third parties, and allows third parties to purchase pharmaceuticals and medical devices from Russia.</p><p>4. The British government imposes new sanctions on Russian coal, oil, and gold.</p><p>According to a document published on the British government's official website, on July 21, 2022, the British government revised its sanctions regulations against Russia. The amendment prohibits the import of petroleum and petroleum products, coal and coal products, and gold from Russia, as well as the provision of technical assistance, financial services, funding, and intermediary services related to these goods. The ban on gold imports will take effect on July 21, the ban on coal imports will take effect on August 10, 2022, and the ban on oil imports will take effect on December 31, 2022.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2253763867\" target=\"_blank\">Inflation squeezed consumers' ability to fulfill their contracts; AT&T once suffered its biggest single-day drop since 2002.</a></p><p>AT&T, the largest communications and internet service provider in the United States, admitted on Thursday that customers are starting to slow down in paying their bills amid high inflation. As a result, the company expects its free cash flow for the full year to decrease from $16 billion to $14 billion. The company's stock price plummeted by nearly 11% at one point during the day, the biggest drop for the giant since 2002, and the decline narrowed slightly to 7.62% at the close.</p><p>2、<a href=\"https://laohu8.com/NW/1191434178\" target=\"_blank\">Snap released its weakest financial report since its IPO, causing its stock to plummet by over 25% in after-hours trading.</a></p><p>Snap, the U.S. social media platform, released its financial report after the market closed on Thursday, showing total revenue of $1.11 billion in the second quarter. This not only fell short of expectations, but the year-on-year growth rate of 13% was even lower than at the beginning of the COVID-19 pandemic, making it the company's worst performance since its IPO. As of press time, the company's stock price fell 25.08% in after-hours trading.</p><p>3、<a href=\"https://laohu8.com/NW/2253172027\" target=\"_blank\">Amazon acquires One Medical for $3.9 billion</a></p><p>Amazon announced on Thursday that it will acquire Medical service provider One Medical for $18 per share, valuing the overall deal at $3.9 billion, a 77% premium over Wednesday's closing price. One Medical primarily provides Medical services to corporate employees and individuals. It has 180 offices in 25 markets in the United States and provides employee Medical services to 8,000 companies.</p><p>4. Musk's key deputy and head of the Texas factory are under internal investigation.</p><p>According to media reports citing sources on Thursday, Omead Afshar, a key deputy to Musk and head of the Texas factory, is under internal investigation for allegedly ordering the secret purchase of a special type of glass. He may be asked to take leave and eventually leave the company. It is understood that several employees involved in the matter have been dismissed, and an internal investigation team is currently determining whether the purchase was for CEO Elon Musk's personal needs.</p><p>5、<a href=\"https://laohu8.com/NW/1176253842\" target=\"_blank\">Ford Motor Company announces plans to increase power battery production and reaches strategic cooperation with CATL.</a></p><p>Ford Motor Company announced on Thursday new developments in a series of global power battery and related raw material supply and cooperation, aiming to achieve an annual power battery production capacity of 60GWh through the addition of a lithium iron phosphate battery solution and the securing of related raw material supply, thus ensuring the company's annualized production capacity target of 600,000 electric vehicles in 2023.</p><p>Ford Motor Company announced that starting next year, the Mustang Mach-E in the North American market will add a lithium iron phosphate battery pack version, and starting in 2024, the F-150 Lightning all-electric pickup truck in the North American market will also be equipped with a lithium iron phosphate battery pack version, both provided by CATL. Ford plans to reach an annualized production capacity of 2 million units by 2026.</p><p>Ford announced that it will directly source upstream raw materials for power batteries from the United States, Australia, Indonesia, and other countries, and has already partnered with...<a href=\"https://laohu8.com/S/603799\">Huayou Cobalt</a>、<a href=\"https://laohu8.com/S/VALE\">Vale</a>、<a href=\"https://laohu8.com/S/BBL\">BHP Billiton</a>The companies signed a memorandum of understanding on cooperation.</p><p>6、<a href=\"https://laohu8.com/NW/2253729786\" target=\"_blank\">HSBC withdraws from Russian operations; local subsidiary sold to Expobank</a></p><p>HSBC sold its Russian subsidiary to local bank Expobank, becoming the latest to withdraw from the country following the Russia-Ukraine conflict.<a href=\"https://laohu8.com/S/IBOC\">International bank</a>。 In a statement, HSBC said it had agreed to the sale of its Russian operations to Expobank; The transaction amount was not disclosed. The deal marks another international bank's exit from Russia.</p><p>7、<a href=\"https://laohu8.com/NW/2253779187\" target=\"_blank\">Samsung Electronics will invest nearly $200 billion over the next two decades to build a new factory in Texas, USA.</a></p><p>According to foreign media reports, South Korea<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Consideration is being given to building 11 chip factories in Texas over the next two decades, with a total investment potentially approaching $200 billion and creating more than 10,000 jobs. Samsung announced these plans in part because it plans to receive financial incentives from the Texas government before they expire.</p><p>8、<a href=\"https://laohu8.com/NW/2253773522\" target=\"_blank\">Bank of America: Is sticking to the original recruitment plan</a></p><p>Bank of America CEO Brian Moynihan said the bank is maintaining its original hiring plan despite a challenging economic environment and other companies reducing hiring. “We don’t have any plans to make major adjustments because, frankly, our plan is to adjust the number of employees at any time,” Moynihan said in an interview on Thursday.</p><p>9、<a href=\"https://laohu8.com/NW/1124767939\" target=\"_blank\">Morgan Stanley: Apple's market capitalization could return to $3 trillion if it changes its business model.</a></p><p>Morgan Stanley believes that Apple's shift from a purely hardware company to a subscription-based business model will provide a clear path for the company's market capitalization to return to $3 trillion. Morgan Stanley analyst Erik Woodring said that while the market still tends to view Apple as a hardware company, the company's business model is shifting from maximizing hardware shipments to maximizing the installation base to increase service subscription revenue.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4581":"高盛持仓","BK4511":"特斯拉概念",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股",".DJI":"道琼斯","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4099":"汽车制造商","BK4550":"红杉资本持仓","BK4574":"无人驾驶",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161200490","content_text":"摘要:①美股三连涨,财报利好特斯拉涨近10%;②热门中概股多数走高,哔哩哔哩涨近6%;③欧洲央行宣布加息50个基点;④拜登新冠病毒检测结果呈阳性。海外市场1、美股三大指数收高特斯拉涨近10%美股周四收高,三大股指均录得连续第三日上涨,截至收盘,道琼斯指数涨0.51%,纳斯达克综合指数涨1.36%,标普500指数涨0.99%。大型科技股延续上涨步伐,特斯拉大涨9.78%,苹果涨1.51%,亚马逊涨1.52%,谷歌A涨0.39%,奈飞涨3.44%,微软涨0.98%。2、热门中概股多数上涨哔哩哔哩、爱奇艺涨近6%中概股周四重拾升势,纳斯达克中国金龙指数涨1.61%。哔哩哔哩、爱奇艺涨近6%,百度、京东涨超2%,理想汽车、蔚来涨超1%。3、欧股主要指数多数收涨德国DAX30指数跌0.27%欧股主要指数周四多数收涨,德国DAX30指数跌0.27%,英国富时100指数涨0.21%,法国CAC40指数涨0.27%,欧洲斯托克50指数涨0.32%。4、美国原油期货价格周四收跌3.5% 创一周新低纽约商品交易所9月交割的西德克萨斯中质(WTI)原油期货价格下跌3.53美元,跌幅为3.5%,收于每桶96.35美元,为7月14日以来的最低收盘价。5、纽约黄金期货周四收高0.8% 部分挽回昨日损失纽约商品交易所8月交割的黄金期货价格上涨13.20美元,涨幅为0.8%,收于每盎司1713.40美元。周三该期货收跌0.6%,创15个月来的最低收盘价。国际宏观1、欧洲央行以超出市场预期的幅度加息 并推出新的危机对抗工具尽管经济衰退风险加剧,但为了遏制飙升的通胀,欧洲央行将关键利率提高了50个基点,这是其11年来的首次加息,也是2000年以来加息幅度最大的一次。鉴于意大利正在经历新一轮的政治动荡,欧洲央行行长克里斯蒂娜·拉加德和她的同事们还推出了一种新工具,希望能确保市场不会将欧元区脆弱经济体的借贷成本推升至过高水平,避免2012年欧元生存前景受到质疑时的那种情况再次发生。2、欧洲央行加息50基点 令投资者更笃定英国央行也会仿而效之欧洲央行升息50基点的消息将增强市场对欧洲其他地区大幅加息的预期。投资者现在认为,下个月英国央行加息50个基点几乎已经确定无疑,这将是英国央行自1997年获得独立性以来幅度最大的一次加息。3、欧洲央行推出新购债计划以缓解高负债国压力当地时间21日,欧洲央行在宣布加息的同时决定推出一项名为“过渡保护机制”的购债计划。欧洲央行行长拉加德在当天的新闻发布会上进一步解释说,推出这一“过渡保护机制”是为了缓解意大利等负债率较高的国家在欧洲央行加息后的还债压力,避免欧洲再次发生债务危机。4、白宫:拜登将先隔离5天 并在新冠病毒检测结果转阴后恢复公共事务活动当地时间7月21日,美国白宫新闻发言人卡琳·让-皮埃尔和白宫新冠疫情协调员阿什·贾在当天的简报会上就拜登确诊新冠肺炎一事发表声明,称拜登患重病的概率非常低,他目前感觉良好,只是有比较轻微的症状,昨晚开始有流鼻涕、偶尔干咳以及疲劳等状况,目前已经开始服用新冠治疗药物。白宫称,拜登将先隔离5天,并在新冠病毒检测结果转阴后恢复公共事务活动。5、意大利总统马塔雷拉决定解散议会当地时间21日下午,意大利总统马塔雷拉与意大利总理德拉吉在总统府共同签署法令,决定解散议会。马塔雷拉发表讲话称,20日的参议院投票说明,政府缺乏议会的支持,也不可能组成新的多数派政府。这种情况下提前解散议会不可避免。6、美国住房抵押贷款利率攀升至5.54% 给购房者承受能力带来更大压力美国抵押贷款利率小幅上升,增加了房地产市场的压力,也令购房者的负担能力面临更大挑战。房地美周四在一份声明中表示,30年期贷款平均利率从上周的5.51%升至5.54%。“就房地产而言,房价大幅上涨加上抵押贷款利率上升已经造成了承受能力的上限,” Realtor.com经济研究经理George Ratiu表示。7、美国首次申领失业救济人数升至八个月高位 显示劳动力市场降温随着越来越多的公司宣布裁员,美国首次申领失业救济人数连续第三周上升,创下去年11月以来最高,显示劳动力市场有所降温。美国劳工部周四公布的数据显示,截至7月16日当周,首次申领失业救济人数增加7,000人至25.1万人。8、负利率先锋丹麦效法欧洲央行上调基准利率 不再是全球最低政策利率负利率维持时间最长的国家丹麦效法欧洲央行,上调基准利率,以捍卫克朗挂钩欧元的汇率制度。根据周四的声明,位于哥本哈根的丹麦央行将活期存款账户利率从-0.6%上调至-0.1%。9、天然气不够,欧盟想自救?近一半成员国反对为防备俄罗斯“断气”,欧盟周三提议从下个月开始,成员国“自愿”减少天然气使用量15%。不过,这项计划遭到了巨大的阻力,近一半成员国反对这项提议。减少天然气使用目前是“自愿的”,但欧盟可以在天然气供应紧张状况下将削减目标变成强制要求。10、穆尔穆获得64%选票 当选新一任印度总统当地时间21日,印度民主联盟推选的候选人穆尔穆获得64%的选票,当选印度第15任总统。21日上午11时,印度总统选举的计票工作正式开始,穆尔穆的选票一路领先,当天傍晚时分,选票尚未开尽时,穆尔穆成为印度新总统的结果已成定局。这样穆尔穆就成为印度第二位女总统,也是第一位出身部落地区的总统。11、世卫再研判猴痘疫情 专家忧医疗不平等或加剧世界卫生组织紧急委员会21日再次开会研判当前猴痘疫情,将评估这一流行病是否构成“国际关注的突发公共卫生事件”、即世卫组织发布的最高级别警告。一些公共卫生专家认为,在非洲暴发的猴痘疫情与发达国家发现的猴痘疫情差异明显,这可能使得全球范围的协调应对复杂化,或将加剧医疗不平等现状。12、费城联储银行的制造业预期指数降至1979年以来最低美国费城地区制造商对商业形势的展望本月下滑至1979年以来的最低水平,未来新订单和资本支出计划指标均恶化。美国费城联邦储备银行周四公布的数据显示,衡量未来六个月商业形势的指标下跌近12点,至-18.6。制造商对现状的评估指标下跌9点至-12.3,逊于接受彭博调查的所有经济学家的预期。13、美国能源部宣布拨款9600万美元用于推进清洁汽车技术当地时间7月21日,美国能源部宣布提供9600万美元用于推进清洁汽车技术以减少碳排放。这笔资金旨在实现所有车辆的脱碳和加速电气化,降低司机和公司的燃料成本。14、俄能源部长:俄能源行业上半年表现良好俄罗斯能源部长舒利吉诺夫21日说,俄能源行业上半年表现良好,能够适应困难的经济状况。他同时强调,俄国内能源市场稳定,能源供应没有问题。舒利吉诺夫说,今年上半年俄石油产量同比增长3.4%,电力产量同比提高1.9%,煤炭产量与去年同期水平大致相同。15、英国最高法院将在10月份就苏格兰公投权作出裁决英国最高法院将在10月份裁决苏格兰领导人是否可以在无伦敦政府批准的情况下进行独立公投。在苏格兰是否有权再次公投以决定是否在统一了300多年后再次分道扬镳的问题上,有独立倾向的苏格兰政府与威斯敏斯特之间的争论旷日持久,而最高法院的裁决将是一个重量级影响事件。16、乌克兰央行大幅下调本币的固定汇率 并预计年内经济将萎缩三分之一当地时间周四(7月21日),乌克兰央行发布消息称,由于6月通胀率达到了21.5%,央行决定将关键政策利率维持在25%的历史较高水平。同时,乌克兰央行还宣布于2022年7月21日上午9时开始将美元对格里夫纳官方固定汇率上调25%,至1美元兑换36.5686格里夫纳的水平。经计算,此举相当于将格里夫纳对美元的汇率贬值了近20%。声明公布后不久,乌克兰央行行长舍普琴科在发布会上表示,乌克兰的经济将在2022年萎缩三分之一,但如果黑海港口恢复畅通,预计经济将在2023到2024年恢复增长。俄乌局势1、乌克兰粮食出口运输协议签署仪式将于7月22日在伊斯坦布尔举行根据土耳其总统府新闻局7月21日晚发布的消息,乌克兰粮食出口运输协议签署仪式将于当地时间22日16时30分,在伊斯坦布尔土耳其总统府道尔玛巴赫切办公区举行。土耳其总统埃尔多安、联合国秘书长古特雷斯以及乌克兰和俄罗斯代表将出席签署仪式。2、俄副外长:俄罗斯正在与联合国商讨限制俄粮食出口问题当地时间7月21日,俄罗斯副外长安德烈·鲁坚科发表声明表示,俄罗斯、土耳其、乌克兰和联合国之间的粮食运输谈判将继续以视频形式进行。俄罗斯正在与联合国商讨限制俄罗斯粮食出口的问题。俄罗斯方面认为,俄罗斯粮食出口应当和乌克兰粮食出口问题并行解决,没有俄罗斯粮食和化肥的供应就很难解决世界性粮食问题,俄罗斯希望在不久的将来就乌克兰粮食问题达成协议。3、欧洲理事会宣布禁止进口俄黄金和珠宝 豁免农产品交易欧洲理事会当地时间21日宣布,对俄罗斯实施名为“维持与调整”的新措施。包括禁止自俄罗斯进口黄金和珠宝,并增加禁止向俄出口可用于军用的物资和技术清单,以及对俄个人和实体的制裁;同时允许向俄出口有关民用航空安全的设备,允许俄向第三方出口农产品和石油,允许第三方向俄购买药品和医疗器械。4、英国政府对俄罗斯煤炭、石油和黄金实施新制裁根据英国政府官网发布的文件,2022年7月21日,英国政府对俄制裁条例进行了修订。该修订禁止从俄罗斯进口石油和石油产品、煤炭和煤炭产品以及黄金,还禁止提供与这些货物有关的技术援助、金融服务、资金以及中介服务。对黄金进口的禁令于7月21日生效,对煤炭进口的禁令将于2022年8月10日生效,对石油进口的禁令将于2022年12月31日生效。公司新闻1、通胀挤压消费者履约能力 AT&T一度创下2002年后最大单日跌幅美国最大的通讯和互联网服务提供商AT&T周四承认,在高通胀的背景下客户支付账单的动作也开始放缓。受此影响,公司预期全年的自由现金流将从160亿美元下降至140亿美元。公司股价日内一度暴跌近11%,也是该巨头2002年以来的最大跌幅,收盘时跌幅略微收窄至7.62%。2、Snap交出上市后最弱财报 盘后暴跌超25%美国社交媒体平台色拉布(Snap)周四盘后披露财报,二季度总共实现营收11.1亿美元,不仅逊于预期,同比13%的增速甚至比新冠疫情初期还要低上一截,也是公司上市以后的最差表现。截至发稿,公司盘后跌25.08%。3、亚马逊作价39亿美元收购One Medical亚马逊周四宣布,将以每股18美元的价格收购医疗服务供应商One Medical,整体交易的估值将达到39亿美元,较周三收盘价溢价77%。One Medical主要向企业雇员和个人提供医疗服务,在美国25个市场拥有180个办公室,为8000家公司提供雇员医疗服务。4、马斯克重要副手、得州工厂负责人遭到内部调查据媒体周四援引消息人士报道,马斯克重要副手、得州工厂负责人Omead Afshar因为涉及下令秘密采购一种特殊玻璃遭到内部调查,后续可能会被要求放假并最终离开公司。据悉已有多名涉及此事的员工被开除,而内部调查团队眼下正在判断这笔采购是否是为了CEO马斯克的个人需求。5、福特汽车发布动力电池增产计划 与宁德时代达成战略合作福特汽车周四宣布了全球范围内一系列动力电池及相关原材料供应及合作的新进展,将通过新增磷酸铁锂电池方案和锁定相关原材料供应,达到60GWh动力电池年产能,确保公司2023年60万辆电动车的年化产能目标。福特汽车表示,明年起,北美市场的Mustang Mach-E将增加磷酸铁锂电池包版本,2024年起北美市场的F-150 Lightning纯电皮卡也将配备磷酸铁锂电池包版本,均由宁德时代提供。福特计划于2026年达到年化产能200万的目标。福特宣布,将直接从美国、澳大利亚、印尼等地,采购动力电池所需上游原材料,已和华友钴业、淡水河谷、必和必拓等企业签署合作谅解备忘录。6、汇丰退出俄罗斯业务 当地子公司出售给Expobank汇丰将俄罗斯子公司出售给当地银行Expobank,成为俄乌冲突后退出该国的最新一家国际银行。汇丰在一份声明中表示,已同意将俄罗斯业务出售给Expobank的交易;交易金额没有披露。这笔交易标志着又一家国际银行从俄罗斯退出。7、未来二十年斥资近2000亿美元 三星电子将在美国得州新建工厂据外媒报道,韩国三星正考虑未来二十年在美国得克萨斯州建立11家芯片工厂,投资总额可能接近2000亿美元,并创造超过1万个就业机会。三星公布这些方案的部分原因是计划在到期前获得得州政府的财政奖励。8、美国银行:正在坚持最初的招聘计划美国银行首席执行官Brian Moynihan表示,尽管经济环境充满挑战、其他公司减少招聘,但该行仍在维持其最初的招聘计划。“我们没有任何计划做重大调整,因为坦率地说,我们的计划是随时调整员工数量,”Moynihan周四接受采访时说。9、摩根士丹利:若苹果转变商业模式 市值可能重回3万亿美元摩根士丹利认为,苹果由纯硬件公司转向订阅制的商业模式将为公司市值重回3万亿美元提供清晰的道路。摩根士丹利分析师Erik Woodring表示,尽管市场仍倾向于将苹果看做硬件公司,但公司的商业模式正在从最大化硬件出货量转变为最大化安装基础以增加服务订阅收入。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":4385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074989782,"gmtCreate":1658282297546,"gmtModify":1676536134317,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098771786575480","authorIdStr":"4098771786575480"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074989782","repostId":"1188196808","repostType":4,"repost":{"id":"1188196808","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":1658280116,"share":"https://ttm.financial/m/news/1188196808?lang=en_US&edition=fundamental","pubTime":"2022-07-20 09:21","market":"other","language":"zh","title":"Opening | The Hang Seng Tech Index opened 2.07% higher, with most tech stocks rising.","url":"https://stock-news.laohu8.com/highlight/detail?id=1188196808","media":"老虎资讯综合","summary":"7月20日,恒生指数开盘上涨307.36点,涨幅1.49%,报20968.42点;恒生科技指数开盘上涨93.1点,涨幅2.07%,报4599.84点;国企指数开盘上涨108.86点,涨幅1.53%,报","content":"<p><html><head></head><body>On July 20, the Hang Seng Index opened up 307.36 points, or 1.49%, at 20,968.42. The Hang Seng Tech Index opened 93.1 points higher, or 2.07%, at 4599.84. The state-owned enterprises index opened 108.86 points higher, or 1.53%, at 7206.25. The red-chip index opened up 20.1 points, or 0.53%, at 3795.81.</p><p><img src=\"https://static.tigerbbs.com/7dc3ebe3b92a0c2926b74c75d5cbaf38\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Technology stocks generally rose.<a href=\"https://laohu8.com/S/09626\">Bilibili-SW</a>It rose nearly 6%, while Trip.com Group-S rose over 4%.<a href=\"https://laohu8.com/S/09988\">Alibaba-SW</a>、<a href=\"https://laohu8.com/S/03888\">Kingsoft Software</a>Up nearly 4%,<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、<a href=\"https://laohu8.com/S/09618\">JD.com - SW</a>、<a href=\"https://laohu8.com/S/09888\">Baidu Group - SW</a>It rose nearly 3%.</p><p><a href=\"https://laohu8.com/S/00020\">SenseTime-W</a>The company rose 3.8% after spending approximately HK$14.07 million to repurchase 6.7 million shares on July 19, marking its first share repurchase since its listing.</p><p><a href=\"https://laohu8.com/S/00165\">China Everbright Holdings</a>The stock fell nearly 7% after issuing a profit warning, expecting a net loss of approximately HK$2.6 billion to HK$2.8 billion in the first half of the year, compared to a profit of approximately HK$1.81 billion in the same period last year.</p><p><a href=\"https://laohu8.com/S/01316\">Nexteer</a>The company fell 4.75% after issuing a profit warning, expecting a net loss attributable to equity holders of approximately US$11 million in the first half of the year, compared to a net profit attributable to equity holders of US$83 million in the same period of 2021.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nOpening | The Hang Seng Tech Index opened 2.07% higher, with most tech stocks rising.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-07-20 09:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On July 20, the Hang Seng Index opened up 307.36 points, or 1.49%, at 20,968.42. The Hang Seng Tech Index opened 93.1 points higher, or 2.07%, at 4599.84. The state-owned enterprises index opened 108.86 points higher, or 1.53%, at 7206.25. The red-chip index opened up 20.1 points, or 0.53%, at 3795.81.</p><p><img src=\"https://static.tigerbbs.com/7dc3ebe3b92a0c2926b74c75d5cbaf38\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Technology stocks generally rose.<a href=\"https://laohu8.com/S/09626\">Bilibili-SW</a>It rose nearly 6%, while Trip.com Group-S rose over 4%.<a href=\"https://laohu8.com/S/09988\">Alibaba-SW</a>、<a href=\"https://laohu8.com/S/03888\">Kingsoft Software</a>Up nearly 4%,<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、<a href=\"https://laohu8.com/S/09618\">JD.com - SW</a>、<a href=\"https://laohu8.com/S/09888\">Baidu Group - SW</a>It rose nearly 3%.</p><p><a href=\"https://laohu8.com/S/00020\">SenseTime-W</a>The company rose 3.8% after spending approximately HK$14.07 million to repurchase 6.7 million shares on July 19, marking its first share repurchase since its listing.</p><p><a href=\"https://laohu8.com/S/00165\">China Everbright Holdings</a>The stock fell nearly 7% after issuing a profit warning, expecting a net loss of approximately HK$2.6 billion to HK$2.8 billion in the first half of the year, compared to a profit of approximately HK$1.81 billion in the same period last year.</p><p><a href=\"https://laohu8.com/S/01316\">Nexteer</a>The company fell 4.75% after issuing a profit warning, expecting a net loss attributable to equity holders of approximately US$11 million in the first half of the year, compared to a net profit attributable to equity holders of US$83 million in the same period of 2021.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"09961":"携程集团-S","HSCCI":"红筹指数","00700":"腾讯控股","09626":"哔哩哔哩-W","HSTECH":"恒生科技指数","KC":"金山云","03888":"金山软件","JD":"京东","HSCEI":"国企指数","BABA":"阿里巴巴","BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数","TCOM":"携程网","09888":"百度集团-W","BILI":"哔哩哔哩","03086":"华夏纳指","TTTN":"老虎中美互联网巨头ETF","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188196808","content_text":"7月20日,恒生指数开盘上涨307.36点,涨幅1.49%,报20968.42点;恒生科技指数开盘上涨93.1点,涨幅2.07%,报4599.84点;国企指数开盘上涨108.86点,涨幅1.53%,报7206.25点;红筹指数开盘上涨20.1点,涨幅0.53%,报3795.81点。科技股普涨,哔哩哔哩-SW涨近6%,携程集团-S涨超4%,阿里巴巴-SW、金山软件涨近4%,腾讯控股、京东集团-SW、百度集团-SW涨近3%。商汤-W涨3.8%,公司于7月19日耗资约1407万港元回购670万股,为上市后首次回购股份。中国光大控股跌近7%,此前发布盈警,预期上半年录得净亏损约26.0亿港元至28.0亿港元,去年同期则录得约18.1亿港元盈利。耐世特跌4.75%,此前发布盈警,预期上半年录得权益持有人应占净亏损约1100万美元,而2021年同期则录得权益持有人应占净利润8300万美元。","news_type":1,"symbols_score_info":{"HSTECH":0.9,"CTRP":0.9,"JD":0.9,"KC":0.9,"HHImain":0.9,"HSCEI":0.9,"03086":0.9,"09961":0.9,"TTTN":0.9,"HSCCI":0.9,"QNETCN":0.9,"MCHmain":0.9,"TCOM":0.9,"03888":0.9,"00700":0.9,"BILI":0.9,"HSImain":0.9,"09888":0.9,"09626":0.9,"BABA":0.9,"BIDU":0.9,"MHImain":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":4501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074980723,"gmtCreate":1658282207862,"gmtModify":1676536134286,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098771786575480","authorIdStr":"4098771786575480"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074980723","repostId":"1192505904","repostType":4,"repost":{"id":"1192505904","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1658271287,"share":"https://ttm.financial/m/news/1192505904?lang=en_US&edition=fundamental","pubTime":"2022-07-20 06:54","market":"us","language":"zh","title":"Netflix shares rose over 7% in after-hours trading, with Q2 subscriber decline far lower than expected.","url":"https://stock-news.laohu8.com/highlight/detail?id=1192505904","media":"华尔街见闻","summary":"美东时间7月19日周二美股盘后,全球流媒体巨头奈飞公布其截至2022年6月30日二季度财报,曾经在上个季度警告投资者预计流失200万付费用户的奈飞在本季度实际付费用户数减少97万,奈飞美股盘后涨超7%","content":"<p><html><head></head><body>After the US stock market closed on Tuesday, July 19th, Eastern Time, global streaming giants...<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Netflix, which had warned investors in the previous quarter that it expected to lose 2 million paying subscribers, released its financial report for the second quarter ended June 30, 2022. The number of actual paying subscribers decreased by 970,000 this quarter, and Netflix's US stock rose more than 7% in after-hours trading.</p><p><img src=\"https://static.tigerbbs.com/247322e9846de9c74aaf2bf0cfe1476d\" tg-width=\"889\" tg-height=\"821\" width=\"100%\" height=\"auto\"/></p><p>Specifically, its core financial indicators:</p><p><ul><li>Second-quarter EPS was $3.20, exceeding analysts' expectations of $2.91.</li><li>Second-quarter revenue was $7.97 billion, lower than analysts' expectations of $8.04 billion, representing a 9% year-over-year increase (13% increase excluding the impact of $339 million in foreign exchange).</li><li>The number of streaming subscribers decreased by 970,000 in the second quarter, far below analysts' expectations of a decrease of 2 million. The cumulative number of subscribers has now reached 220.67 million.</li></ul><img src=\"https://static.tigerbbs.com/da31cae3f82d35a4d4998cf10eca894c\" tg-width=\"824\" tg-height=\"388\" referrerpolicy=\"no-referrer\"/></p><p>In addition, Netflix also provided less than optimistic third-quarter earnings guidance:</p><p><ul><li>The number of streaming subscribers is expected to increase by 1 million in the third quarter, lower than analysts' expectations of 1.8 million.</li><li>Third-quarter revenue is expected to be $7.84 billion, compared to a forecast of $8.1 billion.</li><li>Earnings per share for the third quarter are expected to be $2.14, compared to the forecast of $2.72.</li></ul>In addition, Netflix stated that its membership growth in the second quarter was better than expected, but the strengthening of the US dollar due to Federal Reserve rate hike impacted Netflix's international revenue, which accounts for 60% of its total revenue.</p><p>Our challenge and opportunity is to accelerate our revenue and membership growth by continuing to improve our products, content, and marketing, just as we have done for the past 25 years, and to better monetize our broad audience. Considering our revenue of over $30 billion, operating profit of $6 billion last year, growing free cash flow, and our outlook for the future, we are in a favorable position.<b>with<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Collaborate to drive ad-supported subscription models</b></p><p>This month, a Wall Street News article mentioned that Netflix announced it would launch an ad-supported subscription model, but rejected the ad giant when seeking partners.<a href=\"https://laohu8.com/S/GOOG\">Google</a>They unexpectedly chose the inexperienced Microsoft. Analysts said \"Netflix may be looking for an opportunity to exit,\" suggesting that Netflix may be making long-term preparations for a future acquisition by Microsoft.</p><p>Netflix stated that its goal is to release its low-cost, ad-supported subscription model in early 2023, and it is currently in the early stages of its paid sharing program.</p><p>We may start in a few markets where advertising spending is huge. Like most of our new initiatives, our goal is to launch it, listen and learn, and iterate rapidly to improve the product. Therefore, our advertising business may be very different from what it was on day one in a few years. In addition, Netflix stated that it is studying two different approaches in test cases in Latin America, which can provide a reference for broader promotion in 2023.</p><p><b>With fierce competition in streaming media and sluggish growth in the post-pandemic era?</b></p><p>In addition to fierce competition with other streaming providers, Netflix also faces the \"struggle\" of people's travel needs in the \"post-pandemic era,\" making it increasingly difficult to attract users' sticky attention.</p><p>Following Netflix's two consecutive quarterly financial failures and the first loss of 200,000 global subscribers in more than a decade in the first quarter, analysts previously believed that Netflix's operating data clearly showed that it was still facing difficulties in normalizing growth after the pandemic, as well as increasingly fierce industry competition. The media also commented on the problems with its corporate culture of \"no disruption, no innovation\".</p><p>While Netflix remains dominant, competition in the streaming space has always been fierce and is likely to remain so. For example, Netflix's competitor, HBO Max, will partner with Discovery+ to increase its content library for $14.99 per month without ads. At the same time,<a href=\"https://laohu8.com/S/DIS\">Disney</a>Keep its Disney+, Hulu, and ESPN+ bundled subscription service at $13.99 per month. In the shadow of Netflix's historic subscriber loss last quarter, HBO and the cable channel's HBO Max streaming service added 3 million new subscribers.</p><p>Netflix said its television viewership share grew to a record high of 7.7% in June, reaching 1.3 billion minutes of viewership, almost equal to the combined share of the two media giants, CBS and NBC, which ranked second and third.</p><p><img src=\"https://static.tigerbbs.com/c9c4e220bb00d95f7f4eb48d0c4a9b5a\" tg-width=\"624\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>However, Netflix stated that it will have \"more time to understand these issues and how best to address them\" in the future. Netflix will always focus on content, and the company sees the fourth season of Stranger Things as a major victory for its brand because it not only set a viewership record for the company—generating 1.3 billion hours of viewing in the first four weeks—but also received multiple Emmy nominations in 2022. In addition, Obi-Wan Kenobi and Top Gun Maverick are also its content focuses.</p><p><img src=\"https://static.tigerbbs.com/8d4c6f17d671703a5fdb9c47fba799e7\" tg-width=\"633\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p><b>The primary task is to refocus on core businesses and new growth points.</b></p><p>Netflix stated that its current priority is to reinvest in its core business and focus on new growth opportunities, such as gaming, followed by selective acquisitions.</p><p>Our goal is to maintain a minimum of cash, roughly equivalent to two months' worth of revenue (e.g., approximately $5.3 billion based on second-quarter revenue). Once these needs are met, our goal is to return excess cash to shareholders through share buybacks. Looking at its free cash flow, Netflix's free cash flow reached $13 million in the second quarter, a significant decrease compared to $175 million in the same period last year. The main reasons were its acquisition of Next Games ($69 million) and the impact of exchange rates on cash.</p><p><img src=\"https://static.tigerbbs.com/1e11bb49b194117284463a60b292c3ae\" tg-width=\"939\" tg-height=\"579\" referrerpolicy=\"no-referrer\"/></p><p>Netflix stated that \"due to increased revenue, solid profitability, and the successful evolution of our content model over the years,\" it will continue to transform its services from licensed content to its own original content. According to its balance sheet, 60% of its net content assets are Netflix original content. As a result, its cash content spending to content amortization expense ratio peaked at 1.6 times, and is expected to reach approximately 1.2-1.3 times for the whole of 2022, with a gradual decline in the future.</p><p><img src=\"https://static.tigerbbs.com/87319f3f07c27638f422dc28fdd723e5\" tg-width=\"733\" tg-height=\"408\" referrerpolicy=\"no-referrer\"/></p><p>Last quarter, Netflix mentioned in its shareholder letter that \"people like watching TV and playing games,\" while Wall Street cited \"venturing into video games\" as Netflix's next potential growth engine. Last November, Netflix officially announced its entry into the gaming market, launching five mobile games on its platform, two of which combined games with the popular TV show IP \"Stranger Things\".</p><p>It is worth noting that Netflix has laid off employees more than once during this quarter's reporting period. Previously, it stated that the layoffs were mainly in response to slowing revenue growth and rising costs. Following the layoffs of 150 employees in May, another major layoff of 300 people was announced in June, accounting for about 3% of the total workforce.</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>Netflix shares rose over 7% in after-hours trading, with Q2 subscriber decline far lower than expected.</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\">\nNetflix shares rose over 7% in after-hours trading, with Q2 subscriber decline far lower than expected.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2022-07-20 06:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>After the US stock market closed on Tuesday, July 19th, Eastern Time, global streaming giants...<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Netflix, which had warned investors in the previous quarter that it expected to lose 2 million paying subscribers, released its financial report for the second quarter ended June 30, 2022. The number of actual paying subscribers decreased by 970,000 this quarter, and Netflix's US stock rose more than 7% in after-hours trading.</p><p><img src=\"https://static.tigerbbs.com/247322e9846de9c74aaf2bf0cfe1476d\" tg-width=\"889\" tg-height=\"821\" width=\"100%\" height=\"auto\"/></p><p>Specifically, its core financial indicators:</p><p><ul><li>Second-quarter EPS was $3.20, exceeding analysts' expectations of $2.91.</li><li>Second-quarter revenue was $7.97 billion, lower than analysts' expectations of $8.04 billion, representing a 9% year-over-year increase (13% increase excluding the impact of $339 million in foreign exchange).</li><li>The number of streaming subscribers decreased by 970,000 in the second quarter, far below analysts' expectations of a decrease of 2 million. The cumulative number of subscribers has now reached 220.67 million.</li></ul><img src=\"https://static.tigerbbs.com/da31cae3f82d35a4d4998cf10eca894c\" tg-width=\"824\" tg-height=\"388\" referrerpolicy=\"no-referrer\"/></p><p>In addition, Netflix also provided less than optimistic third-quarter earnings guidance:</p><p><ul><li>The number of streaming subscribers is expected to increase by 1 million in the third quarter, lower than analysts' expectations of 1.8 million.</li><li>Third-quarter revenue is expected to be $7.84 billion, compared to a forecast of $8.1 billion.</li><li>Earnings per share for the third quarter are expected to be $2.14, compared to the forecast of $2.72.</li></ul>In addition, Netflix stated that its membership growth in the second quarter was better than expected, but the strengthening of the US dollar due to Federal Reserve rate hike impacted Netflix's international revenue, which accounts for 60% of its total revenue.</p><p>Our challenge and opportunity is to accelerate our revenue and membership growth by continuing to improve our products, content, and marketing, just as we have done for the past 25 years, and to better monetize our broad audience. Considering our revenue of over $30 billion, operating profit of $6 billion last year, growing free cash flow, and our outlook for the future, we are in a favorable position.<b>with<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Collaborate to drive ad-supported subscription models</b></p><p>This month, a Wall Street News article mentioned that Netflix announced it would launch an ad-supported subscription model, but rejected the ad giant when seeking partners.<a href=\"https://laohu8.com/S/GOOG\">Google</a>They unexpectedly chose the inexperienced Microsoft. Analysts said \"Netflix may be looking for an opportunity to exit,\" suggesting that Netflix may be making long-term preparations for a future acquisition by Microsoft.</p><p>Netflix stated that its goal is to release its low-cost, ad-supported subscription model in early 2023, and it is currently in the early stages of its paid sharing program.</p><p>We may start in a few markets where advertising spending is huge. Like most of our new initiatives, our goal is to launch it, listen and learn, and iterate rapidly to improve the product. Therefore, our advertising business may be very different from what it was on day one in a few years. In addition, Netflix stated that it is studying two different approaches in test cases in Latin America, which can provide a reference for broader promotion in 2023.</p><p><b>With fierce competition in streaming media and sluggish growth in the post-pandemic era?</b></p><p>In addition to fierce competition with other streaming providers, Netflix also faces the \"struggle\" of people's travel needs in the \"post-pandemic era,\" making it increasingly difficult to attract users' sticky attention.</p><p>Following Netflix's two consecutive quarterly financial failures and the first loss of 200,000 global subscribers in more than a decade in the first quarter, analysts previously believed that Netflix's operating data clearly showed that it was still facing difficulties in normalizing growth after the pandemic, as well as increasingly fierce industry competition. The media also commented on the problems with its corporate culture of \"no disruption, no innovation\".</p><p>While Netflix remains dominant, competition in the streaming space has always been fierce and is likely to remain so. For example, Netflix's competitor, HBO Max, will partner with Discovery+ to increase its content library for $14.99 per month without ads. At the same time,<a href=\"https://laohu8.com/S/DIS\">Disney</a>Keep its Disney+, Hulu, and ESPN+ bundled subscription service at $13.99 per month. In the shadow of Netflix's historic subscriber loss last quarter, HBO and the cable channel's HBO Max streaming service added 3 million new subscribers.</p><p>Netflix said its television viewership share grew to a record high of 7.7% in June, reaching 1.3 billion minutes of viewership, almost equal to the combined share of the two media giants, CBS and NBC, which ranked second and third.</p><p><img src=\"https://static.tigerbbs.com/c9c4e220bb00d95f7f4eb48d0c4a9b5a\" tg-width=\"624\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>However, Netflix stated that it will have \"more time to understand these issues and how best to address them\" in the future. Netflix will always focus on content, and the company sees the fourth season of Stranger Things as a major victory for its brand because it not only set a viewership record for the company—generating 1.3 billion hours of viewing in the first four weeks—but also received multiple Emmy nominations in 2022. In addition, Obi-Wan Kenobi and Top Gun Maverick are also its content focuses.</p><p><img src=\"https://static.tigerbbs.com/8d4c6f17d671703a5fdb9c47fba799e7\" tg-width=\"633\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p><b>The primary task is to refocus on core businesses and new growth points.</b></p><p>Netflix stated that its current priority is to reinvest in its core business and focus on new growth opportunities, such as gaming, followed by selective acquisitions.</p><p>Our goal is to maintain a minimum of cash, roughly equivalent to two months' worth of revenue (e.g., approximately $5.3 billion based on second-quarter revenue). Once these needs are met, our goal is to return excess cash to shareholders through share buybacks. Looking at its free cash flow, Netflix's free cash flow reached $13 million in the second quarter, a significant decrease compared to $175 million in the same period last year. The main reasons were its acquisition of Next Games ($69 million) and the impact of exchange rates on cash.</p><p><img src=\"https://static.tigerbbs.com/1e11bb49b194117284463a60b292c3ae\" tg-width=\"939\" tg-height=\"579\" referrerpolicy=\"no-referrer\"/></p><p>Netflix stated that \"due to increased revenue, solid profitability, and the successful evolution of our content model over the years,\" it will continue to transform its services from licensed content to its own original content. According to its balance sheet, 60% of its net content assets are Netflix original content. As a result, its cash content spending to content amortization expense ratio peaked at 1.6 times, and is expected to reach approximately 1.2-1.3 times for the whole of 2022, with a gradual decline in the future.</p><p><img src=\"https://static.tigerbbs.com/87319f3f07c27638f422dc28fdd723e5\" tg-width=\"733\" tg-height=\"408\" referrerpolicy=\"no-referrer\"/></p><p>Last quarter, Netflix mentioned in its shareholder letter that \"people like watching TV and playing games,\" while Wall Street cited \"venturing into video games\" as Netflix's next potential growth engine. Last November, Netflix officially announced its entry into the gaming market, launching five mobile games on its platform, two of which combined games with the popular TV show IP \"Stranger Things\".</p><p>It is worth noting that Netflix has laid off employees more than once during this quarter's reporting period. Previously, it stated that the layoffs were mainly in response to slowing revenue growth and rising costs. Following the layoffs of 150 employees in May, another major layoff of 300 people was announced in June, accounting for about 3% of the total workforce.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2224e6b43e75f835dbd8bb6d8c4972c","relate_stocks":{"BK4527":"明星科技股","BK4566":"资本集团","QNETCN":"纳斯达克中美互联网老虎指数","BK4551":"寇图资本持仓","BK4532":"文艺复兴科技持仓","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","FNGU":"三倍做多FANG+指数ETN-MicroSectors","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","NFLX":"奈飞","BK4581":"高盛持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192505904","content_text":"美东时间7月19日周二美股盘后,全球流媒体巨头奈飞公布其截至2022年6月30日二季度财报,曾经在上个季度警告投资者预计流失200万付费用户的奈飞在本季度实际付费用户数减少97万,奈飞美股盘后涨超7%。具体来看其核心财务指标:第二季度EPS为3.20美元,高于分析师预期2.91美元。第二季度收入79.7亿美元,低于分析师预期80.4亿美元,同比增长9%(剔除3.39亿美元的外汇影响则增长13%)。第二季度流媒体订阅用户数减少97万,远远低于分析师预期减少200万,目前累计用户达2.2067亿。此外,奈飞还给到了并不乐观的第三季度业绩指引:预计三季度流媒体订阅用户数将净增100万,低于分析师预期增加180万。预计三季度收入为78.4亿美元,预期为81亿美元。预计三季度每股收益2.14美元,预期2.72美元。另外,奈飞表示二季度的会员增长好于预期,但由于美联储加息推动美元走强,使得在汇率影响下对奈飞的国际收入产生了影响,而其国际收入占其收入总额的60%。我们的挑战和机遇是通过继续改善我们的产品、内容和营销来加速我们的收入和会员增长,就像我们在过去25年里所做的那样,并更好地使我们的广大观众盈利。考虑到我们300多亿美元的收入,去年60亿美元的营业利润,不断增长的自由现金流,以及我们对未来的展望,我们处于一个有利的位置。与微软合作,推动含有广告的订阅模式本月,华尔街见闻文章提及,奈飞宣布将推出含有广告的订阅模式,但在寻找合作伙伴时拒绝了广告巨头谷歌,意外选择了经验不足的微软。分析师表示“奈飞可能正在寻找退出的机会,”并暗示奈飞或许正在为未来被微软收购做长期准备。奈飞表示,其目标是在2023年初发布其成本较低、有广告支持的订阅模式,目前其还处于付费分享计划的早期阶段:我们可能会在少数几个广告支出巨大的市场开始。像我们的大多数新举措一样,我们的目的是推出它,并倾听和学习,并迅速迭代以改进产品。因此,我们的广告业务在几年后可能会与第一天的情况大不相同。此外,奈飞还表示其正在拉丁美洲的测试案例中研究了两种不同的方法,可以为2023年更广泛的推广提供参考。流媒体竞争激烈,后疫情时代增长乏力?奈飞除了与其他流媒体供应商激烈竞争,也面临与“后疫情时代”人们的外出需求“作斗争”,吸引用户的黏性关注越来越困难。继奈飞连续两个季度财报翻车、全球订阅用户数一季度十多年来首次流失了20万后,分析师此前认为从奈飞的经营数据中,很明显能看到奈飞仍面临着疫情后增长正常化的困难,以及越来越激烈的行业竞争;媒体也评论其“不颠覆,无创新”的企业文化出现问题。虽然Netflix仍然保持着主导地位,但流媒体领域的竞争始终非常激烈,而且很可能继续如此,以Netflix竞争对手为例,HBO Max将与Discovery+合作,以每月14.99美元的价格增加其内容库,而且没有广告。同时,迪士尼将其Disney+、Hulu和ESPN+捆绑订阅服务维持在每月13.99美元。就在Netflix上季度用户历史性流失的阴影下,HBO和该有线电视台的HBO Max流媒体服务增加了300万新用户。奈飞表示其电视收视份额在6月份增长到了7.7%的历史新高,并达到13亿分钟的收视率,几乎与排名第二第三的两大媒体巨头CBS和NBC的总和等量。不过,奈飞表示其未来将有“更多时间来了解这些问题,以及如何最好地解决这些问题”,奈飞将始终把重点放在内容上,该公司将《Stranger Things》第四季视为其品牌的一次重大胜利因为其不仅创下了该公司的收视率记录——前四周产生了13亿小时的观看量,还获得了2022年艾美奖的多项提名。此外,《Obi-Wan Kenobi》和《Top Gun Maverick》也是其内容重点。首要任务,重新发力核心业务及新增长点奈飞表示,其当前的首要任务是重新投资于核心业务,并投入于其新的增长机会,如游戏,然后是选择性的收购。我们的目标是保持最低限度的现金,大约相当于两个月的收入(例如,基于第二季度的收入,约53亿美元)。在满足这些需求后,我们的目的是通过股票回购将多余的现金返还给股票持有人。从其自由现金流的情况来看,奈飞在第二季度的自由现金流达到1300万美元,相比去年同期1.75亿美元有了不少降幅,核心原因是其收购了Next Games(6900万美元)以及汇率对现金的影响。奈飞表示,\"由于收入增加,盈利能力稳固,以及我们的内容模式多年来的成功演变\",其将继续把服务从授权内容转变为自身的原创内容。从其资产负债表来看,60%的净内容资产是Netflix原创内容。因此,其现金内容支出与内容摊销费用比率达到了1.6倍的峰值,预计在2022年全年达到约为1.2-1.3倍,并在未来逐步下降。上个季度,奈飞在股东信中提及“人们喜欢看电视和玩游戏”,华尔街则将“进军视频游戏”作为奈飞下一个潜在的增长引擎。去年11月,奈飞正式宣布进军游戏市场,在其游戏平台上线了五款手游,而且有两款是将游戏与热门节目IP《怪奇物语》相结合。值得注意的是,在本季度报告期内,奈飞已不止一次裁员,此前其表示裁员主要是为了应对营收增速放缓而成本不断增长的情况。继5月解雇了150名员工后,6月再一次宣布大幅裁员300人,约占员工总数的3%。","news_type":1,"symbols_score_info":{"QNETCN":1,"FNGU":1,"NFLX":1}},"isVote":1,"tweetType":1,"viewCount":5505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075687556,"gmtCreate":1658192299876,"gmtModify":1676536119796,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098771786575480","authorIdStr":"4098771786575480"},"themes":[],"title":"","htmlText":"🥺","listText":"🥺","text":"🥺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075687556","repostId":"1152148695","repostType":4,"repost":{"id":"1152148695","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点,观察市场,提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1658151635,"share":"https://ttm.financial/m/news/1152148695?lang=en_US&edition=fundamental","pubTime":"2022-07-18 21:40","market":"us","language":"zh","title":"Tiger Commentary: This stock, which plummeted 94%, reminds us to beware of a type of trap.","url":"https://stock-news.laohu8.com/highlight/detail?id=1152148695","media":"老虎锐评","summary":"这里的分析只是希望得到更加有意义的投资教训。","content":"<p><html><head></head><body>As of May this year, pullback/retracement, the flagship fund of Tiger Global (TG) Fund, held 52% of the shares. Leaving aside the losses from TG's primary market investments, the biggest loss among secondary market investments was in the used car dealership Carvana. Over the past 11 months, the stock has fallen by more than 94% from its high pullback/retracement, its share price from $350 pullback/retracement to $21.25, and its market capitalization from $62 billion to $3.8 billion. Given the gradual cooling of US consumption and the rate hike environment, Carvana may be the worst-performing stock.</p><p><img src=\"https://static.tigerbbs.com/4cdd3976501bcae8d41830abd3d9d0d0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>The chart below shows TG's position in Carvana. As the stock price pullback/retracement increases, the losses are also increasing. If TG does not reduce its holdings in the second quarter of this year, the loss from this investment will be close to $1 billion.</p><p><img src=\"https://static.tigerbbs.com/87be238d2b80d7898e6a1f10c81cc6f8\" tg-width=\"532\" tg-height=\"134\" referrerpolicy=\"no-referrer\"/></p><p>This company's business model is that of an online used car dealer in the United States, which is a highlight given that car sales in the United States mainly rely on 4S stores. This company not only sells used cars, but also packages buyers' loans and sells them to bond investors. In 2021, revenue from loan sales accounted for one-third of the company's gross profit. Over the past two years, the overall price of used cars in the United States has been rising steadily, the Federal Reserve's interest rates are too low (the interest income from selling vehicle loans is objective), and Carvana's business model has a two-pronged approach. This is likely why TG is optimistic about the company's business model. Although the company has been losing money, its stock price has been touted.</p><p>Of course, a shift in the macroeconomic environment, weaker US consumption, and rising interest rates have made the company's business prospects uncertain. Of course, very few people can accurately grasp the macroeconomic shift; the analysis here is simply intended to provide more meaningful investment lessons.</p><p>If we analyze Carvana's car sales and number of employees, we will find that the company does not resemble an online company. The three charts below show the company's car sales, number of employees, and average number of cars sold per person over the past few years. As the number of cars sold doubled, the number of employees also doubled, so the average number of cars sold per person actually began to decline. From this perspective, this company may be more efficient than 4S stores, but the economies of scale \"online\" are not apparent.</p><p><img src=\"https://static.tigerbbs.com/4131cae6aaf98015cf157417a13d46a7\" tg-width=\"805\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/></p><p><table><tbody><tr></tr></tbody></table>Of course, this is not the most important issue. It is common for efficiency to decline after a large scale. The more important issue is the company's business model. Generally speaking, if a company provides both products and funding, then this business model is something to be wary of. Another risk for Carvana is that its loan products may not have buyers, so the loan will have to remain in its own hands, which is also the reason for the recent continued decline in its stock price.</p><p>Besides this hidden danger on the balance sheet, another hidden danger is that the company is manipulating the macro economy through inventory levels. At the end of 2021, the company stockpiled more than 70,000 vehicles, double the number at the end of 2020. If we take the number of cars sold as the base, then the company is indeed very aggressive in stockpiling sales for two months in 2021 and 1.5 months in 2020, and is still gambling that the used car market will definitely continue to be hot. Used car prices are currently in pullback/retracement, and the chart below shows the US Used Car Price Index.</p><p><img src=\"https://static.tigerbbs.com/1dea50ade1c6bcc9a867339d70811a8e\" tg-width=\"508\" tg-height=\"218\" referrerpolicy=\"no-referrer\"/></p><p>The current macroeconomic situation is not the same as when Carvana is sentenced to death. The company still has time to deal with its loans, reduce inventory, and reduce the number of employees (the company has already announced 2,100 layoffs, accounting for 12% of its total employees). However, judging from the stories of growth stocks, the future is not very clear. Therefore, investors must be wary of business models that involve mutual exchange between left and right hands, as they are too influenced by the macro economy. Even if iPhone sales are good, Apple will not lend money to consumers to buy Apple products, but will rely on third-party banks (Citizens Bank) to bear the risks. This is prudence.</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>Tiger Commentary: This stock, which plummeted 94%, reminds us to beware of a type of trap.</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\">\nTiger Commentary: This stock, which plummeted 94%, reminds us to beware of a type of trap.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time smaller\">2022-07-18 21:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>As of May this year, pullback/retracement, the flagship fund of Tiger Global (TG) Fund, held 52% of the shares. Leaving aside the losses from TG's primary market investments, the biggest loss among secondary market investments was in the used car dealership Carvana. Over the past 11 months, the stock has fallen by more than 94% from its high pullback/retracement, its share price from $350 pullback/retracement to $21.25, and its market capitalization from $62 billion to $3.8 billion. Given the gradual cooling of US consumption and the rate hike environment, Carvana may be the worst-performing stock.</p><p><img src=\"https://static.tigerbbs.com/4cdd3976501bcae8d41830abd3d9d0d0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>The chart below shows TG's position in Carvana. As the stock price pullback/retracement increases, the losses are also increasing. If TG does not reduce its holdings in the second quarter of this year, the loss from this investment will be close to $1 billion.</p><p><img src=\"https://static.tigerbbs.com/87be238d2b80d7898e6a1f10c81cc6f8\" tg-width=\"532\" tg-height=\"134\" referrerpolicy=\"no-referrer\"/></p><p>This company's business model is that of an online used car dealer in the United States, which is a highlight given that car sales in the United States mainly rely on 4S stores. This company not only sells used cars, but also packages buyers' loans and sells them to bond investors. In 2021, revenue from loan sales accounted for one-third of the company's gross profit. Over the past two years, the overall price of used cars in the United States has been rising steadily, the Federal Reserve's interest rates are too low (the interest income from selling vehicle loans is objective), and Carvana's business model has a two-pronged approach. This is likely why TG is optimistic about the company's business model. Although the company has been losing money, its stock price has been touted.</p><p>Of course, a shift in the macroeconomic environment, weaker US consumption, and rising interest rates have made the company's business prospects uncertain. Of course, very few people can accurately grasp the macroeconomic shift; the analysis here is simply intended to provide more meaningful investment lessons.</p><p>If we analyze Carvana's car sales and number of employees, we will find that the company does not resemble an online company. The three charts below show the company's car sales, number of employees, and average number of cars sold per person over the past few years. As the number of cars sold doubled, the number of employees also doubled, so the average number of cars sold per person actually began to decline. From this perspective, this company may be more efficient than 4S stores, but the economies of scale \"online\" are not apparent.</p><p><img src=\"https://static.tigerbbs.com/4131cae6aaf98015cf157417a13d46a7\" tg-width=\"805\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/></p><p><table><tbody><tr></tr></tbody></table>Of course, this is not the most important issue. It is common for efficiency to decline after a large scale. The more important issue is the company's business model. Generally speaking, if a company provides both products and funding, then this business model is something to be wary of. Another risk for Carvana is that its loan products may not have buyers, so the loan will have to remain in its own hands, which is also the reason for the recent continued decline in its stock price.</p><p>Besides this hidden danger on the balance sheet, another hidden danger is that the company is manipulating the macro economy through inventory levels. At the end of 2021, the company stockpiled more than 70,000 vehicles, double the number at the end of 2020. If we take the number of cars sold as the base, then the company is indeed very aggressive in stockpiling sales for two months in 2021 and 1.5 months in 2020, and is still gambling that the used car market will definitely continue to be hot. Used car prices are currently in pullback/retracement, and the chart below shows the US Used Car Price Index.</p><p><img src=\"https://static.tigerbbs.com/1dea50ade1c6bcc9a867339d70811a8e\" tg-width=\"508\" tg-height=\"218\" referrerpolicy=\"no-referrer\"/></p><p>The current macroeconomic situation is not the same as when Carvana is sentenced to death. The company still has time to deal with its loans, reduce inventory, and reduce the number of employees (the company has already announced 2,100 layoffs, accounting for 12% of its total employees). However, judging from the stories of growth stocks, the future is not very clear. Therefore, investors must be wary of business models that involve mutual exchange between left and right hands, as they are too influenced by the macro economy. Even if iPhone sales are good, Apple will not lend money to consumers to buy Apple products, but will rely on third-party banks (Citizens Bank) to bear the risks. This is prudence.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{"CVNA":"Carvana Co."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152148695","content_text":"截止到今年5月,Tiger Global(TG)基金旗下的旗舰基金回撤52%。抛开TG的一级市场投资亏损不算,在二级市场的投资中,损失最大的投资是在二手车商Carvana。这只股票在过去11个月的时间,从高点回撤超过94%,股价从$350回撤到$21.25,公司市值从$620亿跌到$38亿。在美国消费逐渐冷却以及加息大环境下,Carvana可能是股价表现最差的股票。下图是TG在Carvana上的仓位,随着股价回撤仓位也在增加,所以亏损也越来越大。如果TG在今年2季度依旧没有减持,那么这一笔投资的损失接近$10亿。这家公司的商业模式是美国的线上二手车商,这在美国卖车主要靠4S店的大背景下,属于一个亮点。这家公司不仅销售二手车,还把买家的贷款打包卖给债券投资人。在2021年公司的毛利中,卖贷款的收入占毛利的1/3。在过去两年,美国整体二手车价格节节攀升,美联储利率过低(卖车辆贷款得利息收入客观),Carvana的商业模式两头通吃,相信这也是TG看好这家公司商业模式的原因。虽然这家公司一直亏钱,但是股价却一直受吹捧。当然宏观环境转向,美国消费变弱利率上行,这就使得这家公司的业务前景变得充满了不确定性。当然,能够准确把握宏观转向的人少之又少,这里的分析只是希望得到更加有意义的投资教训。如果我们对Carvana这家公司的售车数和员工人数进行一个分析,就会发现这家公司不太像一家线上公司。下面三图是这家公司过去几年售车数、员工人数和人均售车数量,售车数量在翻倍的同时,员工数也在翻倍,所以人均售车数量其实开始下滑。从这一条来看,这家公司的效率可能比4S店要强,但是“线上”的规模效应看不出来。当然这个问题不是最主要的,规模大之后效率下降也是常事,更主要的问题是公司的经营模式。一般来说,如果一个企业既提供产品又提供资金,那么这种业务模式就要值得警惕——Carvana的另外一个风险就是贷款产品可能没有买家,那么贷款就只能留在自己手上,这一点也是最近股价继续下跌的原因。除了负债表上的这个隐患之后,另外还有一个隐患就是公司通过库存数对宏观进行了博弈。公司在2021年年底,囤了70,000多辆车,比2020年底翻了一倍。如果从售车数量作为基数,那么2021年囤了2个月的销量,2020年囤了1.5个月的销量,公司确实是非常激进,还在赌博二手车市场一定会持续热下去。目前二手车售价开始回撤,下图是美国二手车价格指数。目前的宏观情况并非就是宣判Carvana死刑的时候,公司依旧还有时间去把手上的贷款处理掉,把库存降低,把员工数量降低(公司已经宣布裁员2100人,占总员工的12%)。只是说从成长股的故事来看,前路就不太明朗了。所以,投资一定要小心左右手互博的商业模式,受宏观影响太大——就算iPhone销量再好,苹果也不借钱给消费者买苹果,而是靠第三方银行(Citizens Bank)承担风险,这就是慎重。","news_type":1,"symbols_score_info":{"CVNA":0.9}},"isVote":1,"tweetType":1,"viewCount":4550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075684963,"gmtCreate":1658192180052,"gmtModify":1676536119765,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098771786575480","authorIdStr":"4098771786575480"},"themes":[],"title":"","htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075684963","repostId":"1138372784","repostType":4,"isVote":1,"tweetType":1,"viewCount":4658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075685599,"gmtCreate":1658192144411,"gmtModify":1676536119757,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098771786575480","authorIdStr":"4098771786575480"},"themes":[],"title":"","htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075685599","repostId":"1138372784","repostType":4,"isVote":1,"tweetType":1,"viewCount":5115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076024984,"gmtCreate":1657762945548,"gmtModify":1676536058108,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098771786575480","authorIdStr":"4098771786575480"},"themes":[],"title":"","htmlText":"👏","listText":"👏","text":"👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076024984","repostId":"2251571251","repostType":4,"repost":{"id":"2251571251","kind":"highlight","pubTimestamp":1657754193,"share":"https://ttm.financial/m/news/2251571251?lang=en_US&edition=fundamental","pubTime":"2022-07-14 07:16","market":"us","language":"zh","title":"Apple has begun trial production of the iPhone 14, which will initially sell more than the iPhone 13.","url":"https://stock-news.laohu8.com/highlight/detail?id=2251571251","media":"新浪财经","summary":"新浪科技讯 北京时间7月13日晚间消息,据报道,虽然全球智能手机市场可能已经陷入困境,但苹果公司的iPhone 13仍然卖得不错。而且,即将上市的新一代产品iPhone 14的表现可能会更好。 知情人士称,苹果已经开始试产iPhone 14,并计划于8月份量产。而且,苹果已经告知供应商,iPhone 14上市后的初期销量将高于一年前的iPhone 13。如今,越来越多的分析师认为,如果主要经济体陷入衰退,苹果iPhone的销量可能会好于整个智能手机行业。","content":"<p><html><head></head><body>Sina Tech News, Beijing time, July 13th evening news: According to reports, although the global smartphone market may be in trouble,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company's iPhone 13 is still selling well. Moreover, the upcoming next-generation iPhone 14 may perform even better.</p><p>Sources familiar with the matter say Apple has begun trial production of the iPhone 14 and plans to start mass production in August. Moreover, Apple has informed suppliers that initial sales of the iPhone 14 after its launch will be higher than those of the iPhone 13 a year ago.</p><p>Apple's expectations are consistent with those of Wall Street analysts. Today, a growing number of analysts believe that if major economies fall into recession, Apple's iPhone sales may outperform the entire smartphone industry.</p><p>Apple focuses on the high-end smartphone market, and analysts believe that inflation in core commodities such as food and fuel will have less impact on Apple's relatively wealthy user base.</p><p>Two sources familiar with the iPhone supply chain said that despite signs that overall demand in the smartphone market is cooling, iPhone sales momentum remained strong in July.</p><p>One of the sources familiar with the matter said that one of the factories shipped one-third more iPhone 13 in July than in July of last year. This is very rare, as iPhone sales typically slow down in July and August as consumers await the new model to be released in September.</p><p>Another source familiar with the matter said, \"In terms of shipments, the iPhone 13 performed quite well.\"</p><p>Krish Sankar, an analyst at investment bank Cowen, believes that the iPhone 13's continued strong sales momentum in the later stages of its life cycle is partly due to \"a significant rebound in demand from Chinese consumers.\"</p><p>Sources familiar with the matter say that, in line with previous years' timeframes, Apple has begun trial production of the iPhone 14, with the goal of mass production in August so that shipments can be made in the fall (September). For the iPhone 14, Apple's initial sales forecasts to suppliers were slightly higher than those for the iPhone 13 a year ago.</p><p></body></html></p>","source":"sina_us","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>Apple has begun trial production of the iPhone 14, which will initially sell more than the iPhone 13.</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\">\nApple has begun trial production of the iPhone 14, which will initially sell more than the iPhone 13.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2022-07-14 07:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Sina Tech News, Beijing time, July 13th evening news: According to reports, although the global smartphone market may be in trouble,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company's iPhone 13 is still selling well. Moreover, the upcoming next-generation iPhone 14 may perform even better.</p><p>Sources familiar with the matter say Apple has begun trial production of the iPhone 14 and plans to start mass production in August. Moreover, Apple has informed suppliers that initial sales of the iPhone 14 after its launch will be higher than those of the iPhone 13 a year ago.</p><p>Apple's expectations are consistent with those of Wall Street analysts. Today, a growing number of analysts believe that if major economies fall into recession, Apple's iPhone sales may outperform the entire smartphone industry.</p><p>Apple focuses on the high-end smartphone market, and analysts believe that inflation in core commodities such as food and fuel will have less impact on Apple's relatively wealthy user base.</p><p>Two sources familiar with the iPhone supply chain said that despite signs that overall demand in the smartphone market is cooling, iPhone sales momentum remained strong in July.</p><p>One of the sources familiar with the matter said that one of the factories shipped one-third more iPhone 13 in July than in July of last year. This is very rare, as iPhone sales typically slow down in July and August as consumers await the new model to be released in September.</p><p>Another source familiar with the matter said, \"In terms of shipments, the iPhone 13 performed quite well.\"</p><p>Krish Sankar, an analyst at investment bank Cowen, believes that the iPhone 13's continued strong sales momentum in the later stages of its life cycle is partly due to \"a significant rebound in demand from Chinese consumers.\"</p><p>Sources familiar with the matter say that, in line with previous years' timeframes, Apple has begun trial production of the iPhone 14, with the goal of mass production in August so that shipments can be made in the fall (September). For the iPhone 14, Apple's initial sales forecasts to suppliers were slightly higher than those for the iPhone 13 a year ago.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-07-14/doc-imizmscv1413813.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b7614e1910277cd1e8d9423088c475ed","relate_stocks":{"BK4512":"苹果概念","BK4554":"元宇宙及AR概念","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4532":"文艺复兴科技持仓","BK4550":"红杉资本持仓","BK4505":"高瓴资本持仓","AAPL":"苹果","BK4515":"5G概念","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4574":"无人驾驶","BK4566":"资本集团","BK4573":"虚拟现实","BK4581":"高盛持仓","BK4527":"明星科技股"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-07-14/doc-imizmscv1413813.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251571251","content_text":"新浪科技讯 北京时间7月13日晚间消息,据报道,虽然全球智能手机市场可能已经陷入困境,但苹果公司的iPhone 13仍然卖得不错。而且,即将上市的新一代产品iPhone 14的表现可能会更好。知情人士称,苹果已经开始试产iPhone 14,并计划于8月份量产。而且,苹果已经告知供应商,iPhone 14上市后的初期销量将高于一年前的iPhone 13。苹果的这一预期,与华尔街分析师的预期相吻合。如今,越来越多的分析师认为,如果主要经济体陷入衰退,苹果iPhone的销量可能会好于整个智能手机行业。苹果主打智能手机高端市场,分析人士认为,食品和燃油等核心商品的通胀,对苹果相对富裕的用户群的影响较小。来自iPhone供应链的两位知情人士称,尽管有迹象表明,智能手机市场的整体需求出现降温,但7月份iPhone的销售势头依旧强劲。其中一位知情人士称,其中一家工厂7月份的iPhone 13出货量,比去年7月份高出1/3。这是非常难得的,因为通常情况下,iPhone销量会在7月和8月放缓,因为消费者都在等待9月份发布的新机型。而另一位知情人士称:“从出货量上看,iPhone 13的表现相当出色。”投行Cowen分析师克里什·桑卡尔(Krish Sankar)认为,iPhone 13在生命周期的后期继续保持良好的销售势头,部分原因是“中国消费者的需求大幅反弹”。知情人士称,与往年的时间框架一致,苹果已经开始试产iPhone 14,目标是在8月份批量生产,这样就可以在秋季(9月)发货。对于iPhone 14,苹果向供应商提供的初期销量预期,要略高于一年前的iPhone 13。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":4492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}