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_陈桂松15178106
2021-09-10
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_陈桂松15178106
2021-08-27
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Bridgewater Co-Chief Investment Officer: Fed Decoding Will Be Faster Than Expected
_陈桂松15178106
2021-08-26
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Last night and this morning: Na index Pu hit a new high! China Education Stocks Drop Back
Go to Tiger App to see more news
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Bridgewater favors stocks of companies whose cash flows change with the economy. Bridgewater increased its holdings in the second quarter, according to a 13F filing released earlier this month<a href=\"https://laohu8.com/S/KO\">Coca Cola</a>，<a href=\"https://laohu8.com/S/WMT\">Walmart</a>And<a href=\"https://laohu8.com/S/JNJ\">Johnson & Johnson</a>。</p><p>\"The biggest arbitrage you can live with right now is what policymakers give you,\" Jensen said. \"They're giving incredibly low interest rates relative to the high growth in nominal GDP.\"</p><p>Federal Reserve officials previously emphasized that the increased risk of Delta strain may affect the speed of economic recovery from the epidemic and change the willingness to reduce bond purchases.</p><p>Two Fed officials made hawkish remarks this week urging the Fed to start tapering its bond purchases. By contrast, Fed Chairman Powell is more patient, and he will give a video address at the annual Jackson Hole symposium on Friday.</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>Bridgewater Co-Chief Investment Officer: Fed Decoding Will Be Faster 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\">\nBridgewater Co-Chief Investment Officer: Fed Decoding Will Be Faster Than Expected\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\">2021-08-27 07:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Bridgewater's co-chief investment officer thinks interest rates will rise faster Bridgewater favors stocks in companies whose cash flows change with the economy, said Greg Jensen, co-chief investment officer at Bridgewater, the world's largest hedge fund,<b>The Fed's reduction is likely to be greater than the market expects, and interest rates will rise faster.</b></p><p>\"The economy will drive Fed action,\" Jensen said in an interview Thursday. \"Inflation is definitely well above the Fed's target, and we think inflation will continue to accelerate if they don't act.\"</p><p>Jensen said the Fed's loose monetary policy against a backdrop of strong economic growth presents an opportunity for investors. Bridgewater favors stocks of companies whose cash flows change with the economy. Bridgewater increased its holdings in the second quarter, according to a 13F filing released earlier this month<a href=\"https://laohu8.com/S/KO\">Coca Cola</a>，<a href=\"https://laohu8.com/S/WMT\">Walmart</a>And<a href=\"https://laohu8.com/S/JNJ\">Johnson & Johnson</a>。</p><p>\"The biggest arbitrage you can live with right now is what policymakers give you,\" Jensen said. \"They're giving incredibly low interest rates relative to the high growth in nominal GDP.\"</p><p>Federal Reserve officials previously emphasized that the increased risk of Delta strain may affect the speed of economic recovery from the epidemic and change the willingness to reduce bond purchases.</p><p>Two Fed officials made hawkish remarks this week urging the Fed to start tapering its bond purchases. By contrast, Fed Chairman Powell is more patient, and he will give a video address at the annual Jackson Hole symposium on Friday.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-08-27/doc-ikqcfncc5225618.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/277a0aa3d579d4bdcbda0598e0c059ca","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","UDOW":"三倍做多道指30ETF-ProShares",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF-ProShares","OEX":"标普100","DOG":"道指ETF-ProShares做空","QID":"两倍做空纳斯达克指数ETF-ProShares","IVV":"标普500ETF-iShares","UPRO":"三倍做多标普500ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","TQQQ":"纳指三倍做多ETF","DXD":"两倍做空道琼30指数ETF-ProShares","SPY":"标普500ETF","DDM":"2倍做多道指ETF-ProShares","SH":"做空标普500-Proshares","QQQ":"纳指100ETF","SDS":"两倍做空标普500 ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares","DJX":"1/100道琼斯","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-08-27/doc-ikqcfncc5225618.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2162013844","content_text":"桥水的联席首席投资官认为，利率上升速度会更快桥水青睐现现金流会随着经济而变化的公司股票\n\n全球最大对冲基金桥水的联席首席投资官Greg Jensen表示，美联储减码幅度可能比市场预期更大，利率升速也会更快。\n“经济将推动美联储行动，”Jensen周四在接受采访时称。 “通胀肯定远高于美联储的目标，我们认为如果他们不采取行动，通胀将继续加速。”\nJensen表示，美联储在经济强劲增长的背景下实施宽松货币政策为投资者提供了机会。桥水青睐那些现金流会随着经济而变化的公司股票。 根据本月早些时候发布的13F文件，桥水在第二季度增持了可口可乐，沃尔玛和强生。\n“你现在可以接受的最大套利就是决策者给你的东西，” Jensen说。 “相对于名义GDP的高增长，他们给的利率之低令人难以置信。”\n美联储官员此前强调，德尔塔毒株的风险增加可能影响经济从疫情中复苏的速度，改变减码购债的意愿。\n两位美联储官员本周发表鹰派言论，敦促美联储开始缩减购债规模。相比之下，美联储主席鲍威尔更有耐心，他将在周五杰克逊霍尔年度研讨会上发表视频讲话。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SDS":0.9,"SH":0.9,"DOG":0.9,"OEF":0.9,"UDOW":0.9,"NQmain":0.9,"OEX":0.9,"UPRO":0.9,"SPY":0.9,"TQQQ":0.9,"SSO":0.9,"QQQ":0.9,"SQQQ":0.9,"QLD":0.9,"DJX":0.9,".SPX":0.9,"DXD":0.9,".DJI":0.9,"SDOW":0.9,"QID":0.9,"MNQmain":0.9,"IVV":0.9,"SPXU":0.9,".IXIC":0.9,"PSQ":0.9,"DDM":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810963132,"gmtCreate":1629939806326,"gmtModify":1676530177427,"author":{"id":"3523838765029618","authorId":"3523838765029618","name":"_陈桂松15178106","avatar":"https://static.tigerbbs.com/e495b785c78fb537c719388ffc3e9914","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523838765029618","idStr":"3523838765029618"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810963132","repostId":"1164039620","repostType":2,"repost":{"id":"1164039620","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":1629935391,"share":"https://ttm.financial/m/news/1164039620?lang=en_US&edition=fundamental","pubTime":"2021-08-26 07:49","market":"hk","language":"zh","title":"Last night and this morning: Na index Pu hit a new high! China Education Stocks Drop Back","url":"https://stock-news.laohu8.com/highlight/detail?id=1164039620","media":"老虎资讯综合","summary":"摘要：美股延续升势，标普、纳指再创历史新高；谷歌微软承诺未来将投入百亿美元，以加强网络安全工作；美银上调拼多多目标价；黄金再次跌破1800大关、多头静待鲍威尔救赎。\n\n海外市场\n1、美股延续升势 标普","content":"<p>Abstract: U.S. stocks continued their upward trend, with S&P and Nasdaq hitting record highs; Google and Microsoft have pledged to invest tens of billions of dollars in the future to strengthen cybersecurity efforts; BofA raises Pinduoduo price target; Gold fell below the 1800 mark again, and bulls waited for Powell's redemption. Overseas markets</p><p><b>1. U.S. stocks continue to rise, S&P and Nasdaq hit another record high</b></p><p>On the eve of the central bank seminar in Jackson Hole on Wednesday, the market wait-and-see mood was strong, and the three major stock indexes of U.S. stocks were stable. The Dow closed 0.11% higher, while the S&P 500 closed 0.25% higher at a record 4,497.40. Its intraday session once stood at 4,500 points, setting a new intraday record high; The Nasdaq closed up 0.15%, continuing to hit a new closing high.</p><p><b>2. Popular Chinese concept stocks were mixed on Wednesday. Education stocks fell back after soaring yesterday</b></p><p>Popular Chinese stocks were mixed on Wednesday, and education stocks soared and fell back in the last trading day.</p><p><a href=\"https://laohu8.com/S/JFIN\">Jiayin Jinke</a>It rose by more than 26%,<a href=\"https://laohu8.com/S/JFG\">Ko Fu</a>、<a href=\"https://laohu8.com/S/SINO\">China Global Shipping</a>Up more than 15%,<a href=\"https://laohu8.com/S/VNET\">21Vianet</a>It rose by over 11%, and Santeng Technology rose by nearly 10%;<a href=\"https://laohu8.com/S/YI\">1 Medicine Network</a>fell by more than 18%,<a href=\"https://laohu8.com/S/LX\">Lexin</a>fell by more than 13%,<a href=\"https://laohu8.com/S/EM\">Monster Charge</a>fell by more than 12%,<a href=\"https://laohu8.com/S/VIOT\">Yunmi Technology</a>dropped by more than 10%,<a href=\"https://laohu8.com/S/WDH\">water droplet</a>The company fell more than 9%; In the Education Unit,<a href=\"https://laohu8.com/S/WAFU\">Quam Education</a>Up nearly 14%,<a href=\"https://laohu8.com/S/COE\">51Talk</a>It fell by more than 11%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>fell by more than 7%,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>fell by more than 6%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Education together fell by more than 5%,<a href=\"https://laohu8.com/S/ZME\">Leader Education</a>It fell by more than 4%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>Youdao fell nearly 2%.</p><p><b>3. The European Central Bank is willing to take action to deal with any spillovers from the Federal Reserve European stocks generally closed higher</b></p><p>European stocks broadly ended higher on Wednesday as investors awaited a major meeting of central bankers. The pan-European Stoxx 600 edged up 0.02%, led by travel and leisure stocks, up 1.8%, and utilities, down 0.8%.</p><p><b>4. OPEC remains cautious about crude oil supply. Two major crude oil futures have been positive for three days</b></p><p><a href=\"https://laohu8.com/S/USEG\">U.S. Energy</a>According to the latest data released by the department, last week, crude oil inventories fell to the lowest since the week of January 24, 2020. On Wednesday, oil prices extended their rally since the previous two trading sessions. As of the close, U.S. WTI crude oil October crude oil futures closed up 82 cents, or 1.21%, at $68.36/barrel; Brent October futures closed up $1.20, or 1.69%, at $72.25/barrel.</p><p><b>5. Gold fell below the 1800 mark again, and bulls waited for Powell's redemption</b></p><p>Gold prices fell further below the $1,800 level as the dollar moved higher and investors hoped to see a timeline for the Fed's tapering of economic support measures at this week's Jackson Hole symposium.</p><p>At the end of the U.S. market, spot gold closed at $1,790.80/oz, down $11.56 or 0.64%. The lowest day hit $1,782.35/oz and the highest hit $1,803.05/oz.</p><p>International macro</p><p><b>1. U.S. commercial equipment orders unexpectedly stopped growing in July, indicating a pause in capital investment</b></p><p>Orders for commercial equipment to U.S. factories unexpectedly stopped growing in July after four straight months of growth, signaling months of stalled capital investment. Data released by the U.S. Department of Commerce on Wednesday showed that orders for core capital goods were basically flat in July, after being revised upward to an increase of 1% the previous month. The index, which excludes aircraft and defense supplies, is considered a barometer of investment in commercial equipment.</p><p><b>2. The U.S. Senate has enlarged the recruitment of companies to transfer profits overseas will face more severe penalties</b></p><p>U.S. multinationals could face tougher penalties for moving profits overseas, according to a draft proposed by Democrats in the U.S. Senate. On Wednesday, local time, three Democratic senators released more details of the international tax proposal, which aims to raise taxes on multinational companies, thus increasing fiscal revenue and paying for Biden's huge fiscal spending bill.</p><p><b>3. The Federal Reserve's reduction affects the whole body, and when it ends is more important than when it starts</b></p><p>These days, all the discussion in the financial market is focused on when the Federal Reserve will start to reduce the size of bond purchases, but for all markets, such as stocks, bonds and foreign exchange, what is more important is when bond purchases will end.</p><p>The withdrawal from the stimulus measures has been a whole-body effort, and now that massive liquidity in the financial system has pushed U.S. stocks to record highs, U.S. Treasury Bond yields have remained just above a six-month low. In the case of new risks posed by the Delta strain, too fast reduction may derail the economic recovery, while too slow action may aggravate the inflationary pressure brought by the economic restart.</p><p><b>4. The sale of strategic oil reserves is imminent, and the spread between U.S. benchmark crude oil and Brent widens</b></p><p>The closely watched spread between U.S. benchmark and global benchmark crude oil futures widened to its widest in four months as traders anticipated a surge in U.S. crude oil supplies. The U.S. government plans to sell its largest strategic oil reserve in seven years at a time when domestic refineries are preparing for seasonal shutdowns and demand for oil tends to decline. West Texas Intermediate oil prices were dragged down. Meanwhile, an improved outlook for overseas demand has kept Brent prices higher, further exacerbating the gap.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2162068545\" target=\"_blank\"><b>Google Microsoft pledges to spend tens of billions of dollars in the future to strengthen cybersecurity efforts</b></a></p><p>Business leaders in tech, insurance and other industries pledged to spend tens of billions of dollars to strengthen cybersecurity efforts in the future during a White House meeting with U.S. President Joe Biden on Wednesday. Google said IT will invest more than $10 billion over five years to bolster cybersecurity and has pledged to train 100,000 Americans in technical fields such as IT support and data analytics through its vocational credentials program. Google's investment will also be used to strengthen the software supply chain and open source security.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2162505714\" target=\"_blank\"><b>PC Market Grows 17% in Q2 2021, Apple Continues to Hold Second Place</b></a></p><p>Market research firm Canalys today released its PC market data for the second quarter of 2021. Overall PC market sales increased by 17% year-on-year in the second quarter, but the growth slowed significantly compared to 74% in the previous quarter, on the other hand, it was also affected by the global chip shortage.<a href=\"https://laohu8.com/S/HPQ\">HP</a>It topped the list for the second consecutive quarter with a market share of 21.9%, with a year-over-year increase of more than 20%. Apple came in second with a 20.6% share.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/1161874729\" target=\"_blank\"><b>Bank of America raises Pinduoduo price target, bullish on its long-term earnings outlook</b></a></p><p>Bank of America raised its price target on Pinduoduo to $148, implying that shares are on track to gain another 49% from Tuesday's closing price of $99.12. Bank of America analysts said, \"The strong revenue growth and high leverage ratio in the second quarter give us more confidence in the company's strategic vision to further drive user engagement, and we maintain our positive view on Pinduoduo's long-term profitability.\"</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2162057175\" target=\"_blank\"><b>Google's parent company's drone delivery business is booming and cumulative deliveries will break the 100,000 mark soon</b></a><b></b></p><p>Wing, the drone company owned by Google's parent company Alphabet, said on its official blog on Wednesday that the company is close to delivering its 100,000th package in the near future.</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2162050539\" target=\"_blank\"><b>Western Digital Merger and Acquisition of Kioxia Enters Advanced Negotiation Link Transaction Volume or Reach $20 Billion</b></a></p><p>World-renowned hard disk manufacturers<a href=\"https://laohu8.com/S/WDC\">Western Digital</a>The company is conducting in-depth negotiations on the acquisition of Japan's Kioxia Holding Company, which may exceed 20 billion USD. The merger will have a profound impact on the global chip industry. Discussions between the two companies have suddenly heated up in the past few weeks and an agreement could be reached as early as mid-September this year, people familiar with the matter said.</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2162681000\" target=\"_blank\"><b>Snowflake beats earnings expectations, shares rise more than 3% after hours</b></a></p><p>After the U.S. stock market closed on Wednesday, August 25th, Eastern Time,<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>Announced second quarter fiscal 2022 results. According to the financial report, Snowflake's revenue in the second quarter was US$272 million, a year-on-year increase of 104%, exceeding the market expectation of US$257 million.</p><p><b>7、</b><a href=\"https://laohu8.com/NW/2162686230\" target=\"_blank\"><b>Salesforce Earnings Beat Expectations! Shares jumped nearly 2% after hours</b></a></p><p>Salesforce, the world's largest CRM software service provider, today announced its second quarter financial report of fiscal 2022 after the U.S. stock market closed on Wednesday, August 25th, Eastern Time. According to the report, Salesforce's total revenue in the second fiscal quarter was US$6.340 billion, an increase of 23% compared with US$5.151 billion in the same period last year. Excluding the impact of exchange rate changes, it was a year-on-year increase of 21%; Net income was $535 million, down 80% from $2.625 billion in the same period last year; Diluted earnings per share were $0.56, compared to $2.85 in the year-ago quarter.</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: Na index Pu hit a new high! China Education Stocks Drop Back</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: Na index Pu hit a new high! China Education Stocks Drop Back\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-26 07:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Abstract: U.S. stocks continued their upward trend, with S&P and Nasdaq hitting record highs; Google and Microsoft have pledged to invest tens of billions of dollars in the future to strengthen cybersecurity efforts; BofA raises Pinduoduo price target; Gold fell below the 1800 mark again, and bulls waited for Powell's redemption. Overseas markets</p><p><b>1. U.S. stocks continue to rise, S&P and Nasdaq hit another record high</b></p><p>On the eve of the central bank seminar in Jackson Hole on Wednesday, the market wait-and-see mood was strong, and the three major stock indexes of U.S. stocks were stable. The Dow closed 0.11% higher, while the S&P 500 closed 0.25% higher at a record 4,497.40. Its intraday session once stood at 4,500 points, setting a new intraday record high; The Nasdaq closed up 0.15%, continuing to hit a new closing high.</p><p><b>2. Popular Chinese concept stocks were mixed on Wednesday. Education stocks fell back after soaring yesterday</b></p><p>Popular Chinese stocks were mixed on Wednesday, and education stocks soared and fell back in the last trading day.</p><p><a href=\"https://laohu8.com/S/JFIN\">Jiayin Jinke</a>It rose by more than 26%,<a href=\"https://laohu8.com/S/JFG\">Ko Fu</a>、<a href=\"https://laohu8.com/S/SINO\">China Global Shipping</a>Up more than 15%,<a href=\"https://laohu8.com/S/VNET\">21Vianet</a>It rose by over 11%, and Santeng Technology rose by nearly 10%;<a href=\"https://laohu8.com/S/YI\">1 Medicine Network</a>fell by more than 18%,<a href=\"https://laohu8.com/S/LX\">Lexin</a>fell by more than 13%,<a href=\"https://laohu8.com/S/EM\">Monster Charge</a>fell by more than 12%,<a href=\"https://laohu8.com/S/VIOT\">Yunmi Technology</a>dropped by more than 10%,<a href=\"https://laohu8.com/S/WDH\">water droplet</a>The company fell more than 9%; In the Education Unit,<a href=\"https://laohu8.com/S/WAFU\">Quam Education</a>Up nearly 14%,<a href=\"https://laohu8.com/S/COE\">51Talk</a>It fell by more than 11%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>fell by more than 7%,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>fell by more than 6%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Education together fell by more than 5%,<a href=\"https://laohu8.com/S/ZME\">Leader Education</a>It fell by more than 4%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>Youdao fell nearly 2%.</p><p><b>3. The European Central Bank is willing to take action to deal with any spillovers from the Federal Reserve European stocks generally closed higher</b></p><p>European stocks broadly ended higher on Wednesday as investors awaited a major meeting of central bankers. The pan-European Stoxx 600 edged up 0.02%, led by travel and leisure stocks, up 1.8%, and utilities, down 0.8%.</p><p><b>4. OPEC remains cautious about crude oil supply. Two major crude oil futures have been positive for three days</b></p><p><a href=\"https://laohu8.com/S/USEG\">U.S. Energy</a>According to the latest data released by the department, last week, crude oil inventories fell to the lowest since the week of January 24, 2020. On Wednesday, oil prices extended their rally since the previous two trading sessions. As of the close, U.S. WTI crude oil October crude oil futures closed up 82 cents, or 1.21%, at $68.36/barrel; Brent October futures closed up $1.20, or 1.69%, at $72.25/barrel.</p><p><b>5. Gold fell below the 1800 mark again, and bulls waited for Powell's redemption</b></p><p>Gold prices fell further below the $1,800 level as the dollar moved higher and investors hoped to see a timeline for the Fed's tapering of economic support measures at this week's Jackson Hole symposium.</p><p>At the end of the U.S. market, spot gold closed at $1,790.80/oz, down $11.56 or 0.64%. The lowest day hit $1,782.35/oz and the highest hit $1,803.05/oz.</p><p>International macro</p><p><b>1. U.S. commercial equipment orders unexpectedly stopped growing in July, indicating a pause in capital investment</b></p><p>Orders for commercial equipment to U.S. factories unexpectedly stopped growing in July after four straight months of growth, signaling months of stalled capital investment. Data released by the U.S. Department of Commerce on Wednesday showed that orders for core capital goods were basically flat in July, after being revised upward to an increase of 1% the previous month. The index, which excludes aircraft and defense supplies, is considered a barometer of investment in commercial equipment.</p><p><b>2. The U.S. Senate has enlarged the recruitment of companies to transfer profits overseas will face more severe penalties</b></p><p>U.S. multinationals could face tougher penalties for moving profits overseas, according to a draft proposed by Democrats in the U.S. Senate. On Wednesday, local time, three Democratic senators released more details of the international tax proposal, which aims to raise taxes on multinational companies, thus increasing fiscal revenue and paying for Biden's huge fiscal spending bill.</p><p><b>3. The Federal Reserve's reduction affects the whole body, and when it ends is more important than when it starts</b></p><p>These days, all the discussion in the financial market is focused on when the Federal Reserve will start to reduce the size of bond purchases, but for all markets, such as stocks, bonds and foreign exchange, what is more important is when bond purchases will end.</p><p>The withdrawal from the stimulus measures has been a whole-body effort, and now that massive liquidity in the financial system has pushed U.S. stocks to record highs, U.S. Treasury Bond yields have remained just above a six-month low. In the case of new risks posed by the Delta strain, too fast reduction may derail the economic recovery, while too slow action may aggravate the inflationary pressure brought by the economic restart.</p><p><b>4. The sale of strategic oil reserves is imminent, and the spread between U.S. benchmark crude oil and Brent widens</b></p><p>The closely watched spread between U.S. benchmark and global benchmark crude oil futures widened to its widest in four months as traders anticipated a surge in U.S. crude oil supplies. The U.S. government plans to sell its largest strategic oil reserve in seven years at a time when domestic refineries are preparing for seasonal shutdowns and demand for oil tends to decline. West Texas Intermediate oil prices were dragged down. Meanwhile, an improved outlook for overseas demand has kept Brent prices higher, further exacerbating the gap.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2162068545\" target=\"_blank\"><b>Google Microsoft pledges to spend tens of billions of dollars in the future to strengthen cybersecurity efforts</b></a></p><p>Business leaders in tech, insurance and other industries pledged to spend tens of billions of dollars to strengthen cybersecurity efforts in the future during a White House meeting with U.S. President Joe Biden on Wednesday. Google said IT will invest more than $10 billion over five years to bolster cybersecurity and has pledged to train 100,000 Americans in technical fields such as IT support and data analytics through its vocational credentials program. Google's investment will also be used to strengthen the software supply chain and open source security.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2162505714\" target=\"_blank\"><b>PC Market Grows 17% in Q2 2021, Apple Continues to Hold Second Place</b></a></p><p>Market research firm Canalys today released its PC market data for the second quarter of 2021. Overall PC market sales increased by 17% year-on-year in the second quarter, but the growth slowed significantly compared to 74% in the previous quarter, on the other hand, it was also affected by the global chip shortage.<a href=\"https://laohu8.com/S/HPQ\">HP</a>It topped the list for the second consecutive quarter with a market share of 21.9%, with a year-over-year increase of more than 20%. Apple came in second with a 20.6% share.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/1161874729\" target=\"_blank\"><b>Bank of America raises Pinduoduo price target, bullish on its long-term earnings outlook</b></a></p><p>Bank of America raised its price target on Pinduoduo to $148, implying that shares are on track to gain another 49% from Tuesday's closing price of $99.12. Bank of America analysts said, \"The strong revenue growth and high leverage ratio in the second quarter give us more confidence in the company's strategic vision to further drive user engagement, and we maintain our positive view on Pinduoduo's long-term profitability.\"</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2162057175\" target=\"_blank\"><b>Google's parent company's drone delivery business is booming and cumulative deliveries will break the 100,000 mark soon</b></a><b></b></p><p>Wing, the drone company owned by Google's parent company Alphabet, said on its official blog on Wednesday that the company is close to delivering its 100,000th package in the near future.</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2162050539\" target=\"_blank\"><b>Western Digital Merger and Acquisition of Kioxia Enters Advanced Negotiation Link Transaction Volume or Reach $20 Billion</b></a></p><p>World-renowned hard disk manufacturers<a href=\"https://laohu8.com/S/WDC\">Western Digital</a>The company is conducting in-depth negotiations on the acquisition of Japan's Kioxia Holding Company, which may exceed 20 billion USD. The merger will have a profound impact on the global chip industry. Discussions between the two companies have suddenly heated up in the past few weeks and an agreement could be reached as early as mid-September this year, people familiar with the matter said.</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2162681000\" target=\"_blank\"><b>Snowflake beats earnings expectations, shares rise more than 3% after hours</b></a></p><p>After the U.S. stock market closed on Wednesday, August 25th, Eastern Time,<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>Announced second quarter fiscal 2022 results. According to the financial report, Snowflake's revenue in the second quarter was US$272 million, a year-on-year increase of 104%, exceeding the market expectation of US$257 million.</p><p><b>7、</b><a href=\"https://laohu8.com/NW/2162686230\" target=\"_blank\"><b>Salesforce Earnings Beat Expectations! Shares jumped nearly 2% after hours</b></a></p><p>Salesforce, the world's largest CRM software service provider, today announced its second quarter financial report of fiscal 2022 after the U.S. stock market closed on Wednesday, August 25th, Eastern Time. According to the report, Salesforce's total revenue in the second fiscal quarter was US$6.340 billion, an increase of 23% compared with US$5.151 billion in the same period last year. Excluding the impact of exchange rate changes, it was a year-on-year increase of 21%; Net income was $535 million, down 80% from $2.625 billion in the same period last year; Diluted earnings per share were $0.56, compared to $2.85 in the year-ago quarter.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164039620","content_text":"摘要：美股延续升势，标普、纳指再创历史新高；谷歌微软承诺未来将投入百亿美元，以加强网络安全工作；美银上调拼多多目标价；黄金再次跌破1800大关、多头静待鲍威尔救赎。\n\n海外市场\n1、美股延续升势 标普、纳指再创历史新高\n周三在杰克逊霍尔央行研讨会召开前夕，市场观望情绪偏浓，美股三大股指靠稳。道指收涨0.11%，标普500指数收涨0.25%，收于创纪录的4497.40点。其盘中一度中站上4500点，刷新盘中历史新高；纳指收涨0.15%，续创收盘新高。\n2、热门中概股周三涨跌不一 教育股昨日飙升后纷纷回落\n热门中概股周三涨跌不一，教育股在上个交易日飙升纷纷回落。\n嘉银金科涨超26%，玖富、中环球船务涨超15%，世纪互联涨超11%，叁腾科技涨近10%；1药网跌超18%，乐信跌超13%，怪兽充电跌超12%，云米科技跌超10%，水滴公司跌超9%；教育股中，华富教育涨近14%，51Talk跌超11%，好未来跌超7%，高途跌超6%，新东方、一起教育跌超5%，掌门教育跌超4%，网易有道跌近2%。\n3、欧洲央行愿采取行动应对美联储的任何溢出效应 欧洲股市普遍收高\n欧洲股市周三普遍收涨，投资者等待各国央行行长召开重要会议。泛欧斯托克600指数小幅上涨0.02%，其中旅游和休闲类股领涨，涨幅1.8%，公用事业类股下跌0.8%。\n4、欧佩克对原油供应保持谨慎 两大原油期货三日连阳\n美国能源署公布的最新数据显示，上周原油库存降至2020年1月24日当周以来最低。周三油价延续此前两个交易日以来的涨势。截至收盘，美国WTI原油10月原油期货收涨82美分，涨幅1.21%，报68.36美元/桶；布伦特10月期货收涨1.20美元，涨幅1.69%，报72.25美元/桶。\n5、黄金再次跌破1800大关、多头静待鲍威尔救赎\n金价回落，进一步跌破1800美元水准，因美元走高，且投资者希望在本周的杰克逊霍尔研讨会上看到美联储缩减经济支持措施的时间表。\n美市尾盘，现货黄金收报1790.80美元/盎司，下跌11.56美元或0.64%，日内最低触及1782.35美元/盎司，最高触及1803.05美元/盎司。\n国际宏观\n1、美国7月商业设备订单意外停止增长 表明资本投资停顿\n在连续四个月增长后，美国工厂接到的商业设备订单意外在7月份停止增长，表明数月来的资本投资陷入停顿。美国商务部周三公布的数据显示，7月核心资本品订单基本持平，前月上修为增长1%。该指数扣除了飞机和国防用品，被视为商业设备投资晴雨表。\n2、美国参议院又放大招 公司向海外转移利润将面临更严厉处罚\n根据美国参议院民主党提出的一项草案，美国跨国公司可能因将利润转移到海外，而面临更严厉的惩罚。当地时间周三，三位民主党参议员公布了国际税收提案的更多细节，该草案旨在提高对跨国企业的税收，从而增加财政收入，为拜登庞大的财政支出法案买单。\n3、美联储减码牵一发动全身，何时结束比何时开始更重要\n这些天，金融市场上所有的讨论都集中在美联储何时开始削减购债规模的问题，但是对于股债汇等所有市场来说，更重要的是购债什么时候能够结束。\n退出刺激措施可谓牵一发动全身，眼下金融系统大量流动资金已将美国股市推至纪录高位，美国国债收益率保持在略高于六个月低点的水平。在德尔塔毒株构成新风险的情况下，减码过快可能会使经济复苏脱轨，而行动太慢又或加剧经济重启带来的通胀压力。\n4、战略石油储备出售在即 美国基准原油与布伦特价差扩大\n鉴于交易员预计美国原油供应将激增，备受关注的美国基准与全球基准原油期货的价差扩大至四个月来最大。在国内炼油厂准备季节性停产检修、石油需求往往会下降的时候，美国政府计划出售7年来最大规模战略石油储备。西德州中质油价格受到拖累。与此同时，海外需求前景改善，令布伦特价格继续走高，进一步加剧了这一缺口。\n公司新闻\n1、谷歌微软承诺未来将投入百亿美元 以加强网络安全工作\n科技、保险等行业的商界领袖在周三与美国总统拜登的白宫会晤中承诺，未来将投入百亿美元以加强网络安全工作。谷歌表示，将在五年内投资超过100亿美元以加强网络安全，并承诺通过其职业证书计划在IT支持和数据分析等技术领域培训100000名美国人。谷歌上述投入资金还将用于加强软件供应链和开源安全等。\n2、2021年第二季度PC市场增长17% 苹果继续保持第二位\n市场研究公司Canalys 今天发布2021年第二季度PC市场数据，第二季度PC市场销售额整体同比增长17%，但与上一季度的74%相比，增长明显放缓，另一方面也是受到全球芯片短缺的影响。惠普以21.9%的市场份额连续第二个季度蝉联榜首，同比增长超过20%。苹果以20.6%的份额位居第二。\n3、美银上调拼多多目标价 看好其长期盈利前景\n美银将拼多多目标价上调至148美元，意味着股价有望在周二99.12美元收盘价基础上再上涨49%。美银分析师称，“第二季度营收的强劲增长和高杠杆率使我们对该公司进一步推动用户参与的战略愿景更有信心，我们维持对拼多多长期盈利能力的积极看法。”\n4、谷歌母公司旗下的无人机送货业务正蓬勃发展 累计交付量将在不久突破10万大关\n谷歌母公司Alphabet旗下的无人机公司Wing周三在官方博客表示，公司即将在未来不久交付其第10万个包裹。\n5、西数并购铠侠进入高级谈判环节 交易额或达到200亿美元\n全球知名硬盘厂商西部数据公司正在就收购日本铠侠控股公司进行深入谈判，交易金额可能超过200亿美元，该并购案对全球芯片行业将有深远的影响。知情人士说，两家公司之间的讨论在过去几周突然升温，最早可能在今年9月中旬达成协议。\n6、Snowflake财报超预期，盘后股价涨逾3%\n美东时间8月25日周三美股盘后，Snowflake公布了2022财年第二季度业绩。财报显示，Snowflake第二季度营收2.72亿美元，同比增长104%，超出市场预期的2.57亿美元。\n7、Salesforce财报超预期！盘后股价上涨近2%\n美东时间8月25日周三美股盘后，全球最大的CRM软件服务提供商Salesforce今日公布了2022财年第二财季财报。报告显示，Salesforce第二财季总营收为63.40亿美元，与去年同期的51.51亿美元相比增长23%，不计入汇率变动的影响为同比增长21%；净利润为5.35亿美元，与去年同期的26.25亿美元相比下降80%；每股摊薄收益为0.56美元，相比之下去年同期为2.85美元。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":819947384,"gmtCreate":1630030527048,"gmtModify":1676530204743,"author":{"id":"3523838765029618","authorId":"3523838765029618","name":"_陈桂松15178106","avatar":"https://static.tigerbbs.com/e495b785c78fb537c719388ffc3e9914","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523838765029618","idStr":"3523838765029618"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819947384","repostId":"2162013844","repostType":2,"repost":{"id":"2162013844","kind":"news","pubTimestamp":1630020497,"share":"https://ttm.financial/m/news/2162013844?lang=en_US&edition=fundamental","pubTime":"2021-08-27 07:28","market":"hk","language":"zh","title":"Bridgewater Co-Chief Investment Officer: Fed Decoding Will Be Faster Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=2162013844","media":"新浪财经","summary":" 全球最大对冲基金桥水的联席首席投资官Greg Jensen表示，美联储减码幅度可能比市场预期更大，利率升速也会更快。 “经济将推动美联储行动，”Jensen周四在接受采访时称。“通胀肯定远高于美联储的目标，我们认为如果他们不采取行动，通胀将继续加速。” 两位美联储官员本周发表鹰派言论，敦促美联储开始缩减购债规模。相比之下，美联储主席鲍威尔更有耐心，他将在周五杰克逊霍尔年度研讨会上发表视频讲话。","content":"<p>Bridgewater's co-chief investment officer thinks interest rates will rise faster Bridgewater favors stocks in companies whose cash flows change with the economy, said Greg Jensen, co-chief investment officer at Bridgewater, the world's largest hedge fund,<b>The Fed's reduction is likely to be greater than the market expects, and interest rates will rise faster.</b></p><p>\"The economy will drive Fed action,\" Jensen said in an interview Thursday. \"Inflation is definitely well above the Fed's target, and we think inflation will continue to accelerate if they don't act.\"</p><p>Jensen said the Fed's loose monetary policy against a backdrop of strong economic growth presents an opportunity for investors. Bridgewater favors stocks of companies whose cash flows change with the economy. Bridgewater increased its holdings in the second quarter, according to a 13F filing released earlier this month<a href=\"https://laohu8.com/S/KO\">Coca Cola</a>，<a href=\"https://laohu8.com/S/WMT\">Walmart</a>And<a href=\"https://laohu8.com/S/JNJ\">Johnson & Johnson</a>。</p><p>\"The biggest arbitrage you can live with right now is what policymakers give you,\" Jensen said. \"They're giving incredibly low interest rates relative to the high growth in nominal GDP.\"</p><p>Federal Reserve officials previously emphasized that the increased risk of Delta strain may affect the speed of economic recovery from the epidemic and change the willingness to reduce bond purchases.</p><p>Two Fed officials made hawkish remarks this week urging the Fed to start tapering its bond purchases. By contrast, Fed Chairman Powell is more patient, and he will give a video address at the annual Jackson Hole symposium on Friday.</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>Bridgewater Co-Chief Investment Officer: Fed Decoding Will Be Faster 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\">\nBridgewater Co-Chief Investment Officer: Fed Decoding Will Be Faster Than Expected\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\">2021-08-27 07:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Bridgewater's co-chief investment officer thinks interest rates will rise faster Bridgewater favors stocks in companies whose cash flows change with the economy, said Greg Jensen, co-chief investment officer at Bridgewater, the world's largest hedge fund,<b>The Fed's reduction is likely to be greater than the market expects, and interest rates will rise faster.</b></p><p>\"The economy will drive Fed action,\" Jensen said in an interview Thursday. \"Inflation is definitely well above the Fed's target, and we think inflation will continue to accelerate if they don't act.\"</p><p>Jensen said the Fed's loose monetary policy against a backdrop of strong economic growth presents an opportunity for investors. Bridgewater favors stocks of companies whose cash flows change with the economy. Bridgewater increased its holdings in the second quarter, according to a 13F filing released earlier this month<a href=\"https://laohu8.com/S/KO\">Coca Cola</a>，<a href=\"https://laohu8.com/S/WMT\">Walmart</a>And<a href=\"https://laohu8.com/S/JNJ\">Johnson & Johnson</a>。</p><p>\"The biggest arbitrage you can live with right now is what policymakers give you,\" Jensen said. \"They're giving incredibly low interest rates relative to the high growth in nominal GDP.\"</p><p>Federal Reserve officials previously emphasized that the increased risk of Delta strain may affect the speed of economic recovery from the epidemic and change the willingness to reduce bond purchases.</p><p>Two Fed officials made hawkish remarks this week urging the Fed to start tapering its bond purchases. By contrast, Fed Chairman Powell is more patient, and he will give a video address at the annual Jackson Hole symposium on Friday.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-08-27/doc-ikqcfncc5225618.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/277a0aa3d579d4bdcbda0598e0c059ca","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","UDOW":"三倍做多道指30ETF-ProShares",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF-ProShares","OEX":"标普100","DOG":"道指ETF-ProShares做空","QID":"两倍做空纳斯达克指数ETF-ProShares","IVV":"标普500ETF-iShares","UPRO":"三倍做多标普500ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","TQQQ":"纳指三倍做多ETF","DXD":"两倍做空道琼30指数ETF-ProShares","SPY":"标普500ETF","DDM":"2倍做多道指ETF-ProShares","SH":"做空标普500-Proshares","QQQ":"纳指100ETF","SDS":"两倍做空标普500 ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares","DJX":"1/100道琼斯","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-08-27/doc-ikqcfncc5225618.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2162013844","content_text":"桥水的联席首席投资官认为，利率上升速度会更快桥水青睐现现金流会随着经济而变化的公司股票\n\n全球最大对冲基金桥水的联席首席投资官Greg Jensen表示，美联储减码幅度可能比市场预期更大，利率升速也会更快。\n“经济将推动美联储行动，”Jensen周四在接受采访时称。 “通胀肯定远高于美联储的目标，我们认为如果他们不采取行动，通胀将继续加速。”\nJensen表示，美联储在经济强劲增长的背景下实施宽松货币政策为投资者提供了机会。桥水青睐那些现金流会随着经济而变化的公司股票。 根据本月早些时候发布的13F文件，桥水在第二季度增持了可口可乐，沃尔玛和强生。\n“你现在可以接受的最大套利就是决策者给你的东西，” Jensen说。 “相对于名义GDP的高增长，他们给的利率之低令人难以置信。”\n美联储官员此前强调，德尔塔毒株的风险增加可能影响经济从疫情中复苏的速度，改变减码购债的意愿。\n两位美联储官员本周发表鹰派言论，敦促美联储开始缩减购债规模。相比之下，美联储主席鲍威尔更有耐心，他将在周五杰克逊霍尔年度研讨会上发表视频讲话。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SDS":0.9,"SH":0.9,"DOG":0.9,"OEF":0.9,"UDOW":0.9,"NQmain":0.9,"OEX":0.9,"UPRO":0.9,"SPY":0.9,"TQQQ":0.9,"SSO":0.9,"QQQ":0.9,"SQQQ":0.9,"QLD":0.9,"DJX":0.9,".SPX":0.9,"DXD":0.9,".DJI":0.9,"SDOW":0.9,"QID":0.9,"MNQmain":0.9,"IVV":0.9,"SPXU":0.9,".IXIC":0.9,"PSQ":0.9,"DDM":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883472009,"gmtCreate":1631268391902,"gmtModify":1676530514202,"author":{"id":"3523838765029618","authorId":"3523838765029618","name":"_陈桂松15178106","avatar":"https://static.tigerbbs.com/e495b785c78fb537c719388ffc3e9914","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523838765029618","idStr":"3523838765029618"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883472009","repostId":"1144889232","repostType":2,"isVote":1,"tweetType":1,"viewCount":2716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810963132,"gmtCreate":1629939806326,"gmtModify":1676530177427,"author":{"id":"3523838765029618","authorId":"3523838765029618","name":"_陈桂松15178106","avatar":"https://static.tigerbbs.com/e495b785c78fb537c719388ffc3e9914","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523838765029618","idStr":"3523838765029618"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810963132","repostId":"1164039620","repostType":2,"repost":{"id":"1164039620","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":1629935391,"share":"https://ttm.financial/m/news/1164039620?lang=en_US&edition=fundamental","pubTime":"2021-08-26 07:49","market":"hk","language":"zh","title":"Last night and this morning: Na index Pu hit a new high! China Education Stocks Drop Back","url":"https://stock-news.laohu8.com/highlight/detail?id=1164039620","media":"老虎资讯综合","summary":"摘要：美股延续升势，标普、纳指再创历史新高；谷歌微软承诺未来将投入百亿美元，以加强网络安全工作；美银上调拼多多目标价；黄金再次跌破1800大关、多头静待鲍威尔救赎。\n\n海外市场\n1、美股延续升势 标普","content":"<p>Abstract: U.S. stocks continued their upward trend, with S&P and Nasdaq hitting record highs; Google and Microsoft have pledged to invest tens of billions of dollars in the future to strengthen cybersecurity efforts; BofA raises Pinduoduo price target; Gold fell below the 1800 mark again, and bulls waited for Powell's redemption. Overseas markets</p><p><b>1. U.S. stocks continue to rise, S&P and Nasdaq hit another record high</b></p><p>On the eve of the central bank seminar in Jackson Hole on Wednesday, the market wait-and-see mood was strong, and the three major stock indexes of U.S. stocks were stable. The Dow closed 0.11% higher, while the S&P 500 closed 0.25% higher at a record 4,497.40. Its intraday session once stood at 4,500 points, setting a new intraday record high; The Nasdaq closed up 0.15%, continuing to hit a new closing high.</p><p><b>2. Popular Chinese concept stocks were mixed on Wednesday. Education stocks fell back after soaring yesterday</b></p><p>Popular Chinese stocks were mixed on Wednesday, and education stocks soared and fell back in the last trading day.</p><p><a href=\"https://laohu8.com/S/JFIN\">Jiayin Jinke</a>It rose by more than 26%,<a href=\"https://laohu8.com/S/JFG\">Ko Fu</a>、<a href=\"https://laohu8.com/S/SINO\">China Global Shipping</a>Up more than 15%,<a href=\"https://laohu8.com/S/VNET\">21Vianet</a>It rose by over 11%, and Santeng Technology rose by nearly 10%;<a href=\"https://laohu8.com/S/YI\">1 Medicine Network</a>fell by more than 18%,<a href=\"https://laohu8.com/S/LX\">Lexin</a>fell by more than 13%,<a href=\"https://laohu8.com/S/EM\">Monster Charge</a>fell by more than 12%,<a href=\"https://laohu8.com/S/VIOT\">Yunmi Technology</a>dropped by more than 10%,<a href=\"https://laohu8.com/S/WDH\">water droplet</a>The company fell more than 9%; In the Education Unit,<a href=\"https://laohu8.com/S/WAFU\">Quam Education</a>Up nearly 14%,<a href=\"https://laohu8.com/S/COE\">51Talk</a>It fell by more than 11%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>fell by more than 7%,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>fell by more than 6%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Education together fell by more than 5%,<a href=\"https://laohu8.com/S/ZME\">Leader Education</a>It fell by more than 4%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>Youdao fell nearly 2%.</p><p><b>3. The European Central Bank is willing to take action to deal with any spillovers from the Federal Reserve European stocks generally closed higher</b></p><p>European stocks broadly ended higher on Wednesday as investors awaited a major meeting of central bankers. The pan-European Stoxx 600 edged up 0.02%, led by travel and leisure stocks, up 1.8%, and utilities, down 0.8%.</p><p><b>4. OPEC remains cautious about crude oil supply. Two major crude oil futures have been positive for three days</b></p><p><a href=\"https://laohu8.com/S/USEG\">U.S. Energy</a>According to the latest data released by the department, last week, crude oil inventories fell to the lowest since the week of January 24, 2020. On Wednesday, oil prices extended their rally since the previous two trading sessions. As of the close, U.S. WTI crude oil October crude oil futures closed up 82 cents, or 1.21%, at $68.36/barrel; Brent October futures closed up $1.20, or 1.69%, at $72.25/barrel.</p><p><b>5. Gold fell below the 1800 mark again, and bulls waited for Powell's redemption</b></p><p>Gold prices fell further below the $1,800 level as the dollar moved higher and investors hoped to see a timeline for the Fed's tapering of economic support measures at this week's Jackson Hole symposium.</p><p>At the end of the U.S. market, spot gold closed at $1,790.80/oz, down $11.56 or 0.64%. The lowest day hit $1,782.35/oz and the highest hit $1,803.05/oz.</p><p>International macro</p><p><b>1. U.S. commercial equipment orders unexpectedly stopped growing in July, indicating a pause in capital investment</b></p><p>Orders for commercial equipment to U.S. factories unexpectedly stopped growing in July after four straight months of growth, signaling months of stalled capital investment. Data released by the U.S. Department of Commerce on Wednesday showed that orders for core capital goods were basically flat in July, after being revised upward to an increase of 1% the previous month. The index, which excludes aircraft and defense supplies, is considered a barometer of investment in commercial equipment.</p><p><b>2. The U.S. Senate has enlarged the recruitment of companies to transfer profits overseas will face more severe penalties</b></p><p>U.S. multinationals could face tougher penalties for moving profits overseas, according to a draft proposed by Democrats in the U.S. Senate. On Wednesday, local time, three Democratic senators released more details of the international tax proposal, which aims to raise taxes on multinational companies, thus increasing fiscal revenue and paying for Biden's huge fiscal spending bill.</p><p><b>3. The Federal Reserve's reduction affects the whole body, and when it ends is more important than when it starts</b></p><p>These days, all the discussion in the financial market is focused on when the Federal Reserve will start to reduce the size of bond purchases, but for all markets, such as stocks, bonds and foreign exchange, what is more important is when bond purchases will end.</p><p>The withdrawal from the stimulus measures has been a whole-body effort, and now that massive liquidity in the financial system has pushed U.S. stocks to record highs, U.S. Treasury Bond yields have remained just above a six-month low. In the case of new risks posed by the Delta strain, too fast reduction may derail the economic recovery, while too slow action may aggravate the inflationary pressure brought by the economic restart.</p><p><b>4. The sale of strategic oil reserves is imminent, and the spread between U.S. benchmark crude oil and Brent widens</b></p><p>The closely watched spread between U.S. benchmark and global benchmark crude oil futures widened to its widest in four months as traders anticipated a surge in U.S. crude oil supplies. The U.S. government plans to sell its largest strategic oil reserve in seven years at a time when domestic refineries are preparing for seasonal shutdowns and demand for oil tends to decline. West Texas Intermediate oil prices were dragged down. Meanwhile, an improved outlook for overseas demand has kept Brent prices higher, further exacerbating the gap.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2162068545\" target=\"_blank\"><b>Google Microsoft pledges to spend tens of billions of dollars in the future to strengthen cybersecurity efforts</b></a></p><p>Business leaders in tech, insurance and other industries pledged to spend tens of billions of dollars to strengthen cybersecurity efforts in the future during a White House meeting with U.S. President Joe Biden on Wednesday. Google said IT will invest more than $10 billion over five years to bolster cybersecurity and has pledged to train 100,000 Americans in technical fields such as IT support and data analytics through its vocational credentials program. Google's investment will also be used to strengthen the software supply chain and open source security.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2162505714\" target=\"_blank\"><b>PC Market Grows 17% in Q2 2021, Apple Continues to Hold Second Place</b></a></p><p>Market research firm Canalys today released its PC market data for the second quarter of 2021. Overall PC market sales increased by 17% year-on-year in the second quarter, but the growth slowed significantly compared to 74% in the previous quarter, on the other hand, it was also affected by the global chip shortage.<a href=\"https://laohu8.com/S/HPQ\">HP</a>It topped the list for the second consecutive quarter with a market share of 21.9%, with a year-over-year increase of more than 20%. Apple came in second with a 20.6% share.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/1161874729\" target=\"_blank\"><b>Bank of America raises Pinduoduo price target, bullish on its long-term earnings outlook</b></a></p><p>Bank of America raised its price target on Pinduoduo to $148, implying that shares are on track to gain another 49% from Tuesday's closing price of $99.12. Bank of America analysts said, \"The strong revenue growth and high leverage ratio in the second quarter give us more confidence in the company's strategic vision to further drive user engagement, and we maintain our positive view on Pinduoduo's long-term profitability.\"</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2162057175\" target=\"_blank\"><b>Google's parent company's drone delivery business is booming and cumulative deliveries will break the 100,000 mark soon</b></a><b></b></p><p>Wing, the drone company owned by Google's parent company Alphabet, said on its official blog on Wednesday that the company is close to delivering its 100,000th package in the near future.</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2162050539\" target=\"_blank\"><b>Western Digital Merger and Acquisition of Kioxia Enters Advanced Negotiation Link Transaction Volume or Reach $20 Billion</b></a></p><p>World-renowned hard disk manufacturers<a href=\"https://laohu8.com/S/WDC\">Western Digital</a>The company is conducting in-depth negotiations on the acquisition of Japan's Kioxia Holding Company, which may exceed 20 billion USD. The merger will have a profound impact on the global chip industry. Discussions between the two companies have suddenly heated up in the past few weeks and an agreement could be reached as early as mid-September this year, people familiar with the matter said.</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2162681000\" target=\"_blank\"><b>Snowflake beats earnings expectations, shares rise more than 3% after hours</b></a></p><p>After the U.S. stock market closed on Wednesday, August 25th, Eastern Time,<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>Announced second quarter fiscal 2022 results. According to the financial report, Snowflake's revenue in the second quarter was US$272 million, a year-on-year increase of 104%, exceeding the market expectation of US$257 million.</p><p><b>7、</b><a href=\"https://laohu8.com/NW/2162686230\" target=\"_blank\"><b>Salesforce Earnings Beat Expectations! Shares jumped nearly 2% after hours</b></a></p><p>Salesforce, the world's largest CRM software service provider, today announced its second quarter financial report of fiscal 2022 after the U.S. stock market closed on Wednesday, August 25th, Eastern Time. According to the report, Salesforce's total revenue in the second fiscal quarter was US$6.340 billion, an increase of 23% compared with US$5.151 billion in the same period last year. Excluding the impact of exchange rate changes, it was a year-on-year increase of 21%; Net income was $535 million, down 80% from $2.625 billion in the same period last year; Diluted earnings per share were $0.56, compared to $2.85 in the year-ago quarter.</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: Na index Pu hit a new high! China Education Stocks Drop Back</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: Na index Pu hit a new high! China Education Stocks Drop Back\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-26 07:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Abstract: U.S. stocks continued their upward trend, with S&P and Nasdaq hitting record highs; Google and Microsoft have pledged to invest tens of billions of dollars in the future to strengthen cybersecurity efforts; BofA raises Pinduoduo price target; Gold fell below the 1800 mark again, and bulls waited for Powell's redemption. Overseas markets</p><p><b>1. U.S. stocks continue to rise, S&P and Nasdaq hit another record high</b></p><p>On the eve of the central bank seminar in Jackson Hole on Wednesday, the market wait-and-see mood was strong, and the three major stock indexes of U.S. stocks were stable. The Dow closed 0.11% higher, while the S&P 500 closed 0.25% higher at a record 4,497.40. Its intraday session once stood at 4,500 points, setting a new intraday record high; The Nasdaq closed up 0.15%, continuing to hit a new closing high.</p><p><b>2. Popular Chinese concept stocks were mixed on Wednesday. Education stocks fell back after soaring yesterday</b></p><p>Popular Chinese stocks were mixed on Wednesday, and education stocks soared and fell back in the last trading day.</p><p><a href=\"https://laohu8.com/S/JFIN\">Jiayin Jinke</a>It rose by more than 26%,<a href=\"https://laohu8.com/S/JFG\">Ko Fu</a>、<a href=\"https://laohu8.com/S/SINO\">China Global Shipping</a>Up more than 15%,<a href=\"https://laohu8.com/S/VNET\">21Vianet</a>It rose by over 11%, and Santeng Technology rose by nearly 10%;<a href=\"https://laohu8.com/S/YI\">1 Medicine Network</a>fell by more than 18%,<a href=\"https://laohu8.com/S/LX\">Lexin</a>fell by more than 13%,<a href=\"https://laohu8.com/S/EM\">Monster Charge</a>fell by more than 12%,<a href=\"https://laohu8.com/S/VIOT\">Yunmi Technology</a>dropped by more than 10%,<a href=\"https://laohu8.com/S/WDH\">water droplet</a>The company fell more than 9%; In the Education Unit,<a href=\"https://laohu8.com/S/WAFU\">Quam Education</a>Up nearly 14%,<a href=\"https://laohu8.com/S/COE\">51Talk</a>It fell by more than 11%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>fell by more than 7%,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>fell by more than 6%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Education together fell by more than 5%,<a href=\"https://laohu8.com/S/ZME\">Leader Education</a>It fell by more than 4%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>Youdao fell nearly 2%.</p><p><b>3. The European Central Bank is willing to take action to deal with any spillovers from the Federal Reserve European stocks generally closed higher</b></p><p>European stocks broadly ended higher on Wednesday as investors awaited a major meeting of central bankers. The pan-European Stoxx 600 edged up 0.02%, led by travel and leisure stocks, up 1.8%, and utilities, down 0.8%.</p><p><b>4. OPEC remains cautious about crude oil supply. Two major crude oil futures have been positive for three days</b></p><p><a href=\"https://laohu8.com/S/USEG\">U.S. Energy</a>According to the latest data released by the department, last week, crude oil inventories fell to the lowest since the week of January 24, 2020. On Wednesday, oil prices extended their rally since the previous two trading sessions. As of the close, U.S. WTI crude oil October crude oil futures closed up 82 cents, or 1.21%, at $68.36/barrel; Brent October futures closed up $1.20, or 1.69%, at $72.25/barrel.</p><p><b>5. Gold fell below the 1800 mark again, and bulls waited for Powell's redemption</b></p><p>Gold prices fell further below the $1,800 level as the dollar moved higher and investors hoped to see a timeline for the Fed's tapering of economic support measures at this week's Jackson Hole symposium.</p><p>At the end of the U.S. market, spot gold closed at $1,790.80/oz, down $11.56 or 0.64%. The lowest day hit $1,782.35/oz and the highest hit $1,803.05/oz.</p><p>International macro</p><p><b>1. U.S. commercial equipment orders unexpectedly stopped growing in July, indicating a pause in capital investment</b></p><p>Orders for commercial equipment to U.S. factories unexpectedly stopped growing in July after four straight months of growth, signaling months of stalled capital investment. Data released by the U.S. Department of Commerce on Wednesday showed that orders for core capital goods were basically flat in July, after being revised upward to an increase of 1% the previous month. The index, which excludes aircraft and defense supplies, is considered a barometer of investment in commercial equipment.</p><p><b>2. The U.S. Senate has enlarged the recruitment of companies to transfer profits overseas will face more severe penalties</b></p><p>U.S. multinationals could face tougher penalties for moving profits overseas, according to a draft proposed by Democrats in the U.S. Senate. On Wednesday, local time, three Democratic senators released more details of the international tax proposal, which aims to raise taxes on multinational companies, thus increasing fiscal revenue and paying for Biden's huge fiscal spending bill.</p><p><b>3. The Federal Reserve's reduction affects the whole body, and when it ends is more important than when it starts</b></p><p>These days, all the discussion in the financial market is focused on when the Federal Reserve will start to reduce the size of bond purchases, but for all markets, such as stocks, bonds and foreign exchange, what is more important is when bond purchases will end.</p><p>The withdrawal from the stimulus measures has been a whole-body effort, and now that massive liquidity in the financial system has pushed U.S. stocks to record highs, U.S. Treasury Bond yields have remained just above a six-month low. In the case of new risks posed by the Delta strain, too fast reduction may derail the economic recovery, while too slow action may aggravate the inflationary pressure brought by the economic restart.</p><p><b>4. The sale of strategic oil reserves is imminent, and the spread between U.S. benchmark crude oil and Brent widens</b></p><p>The closely watched spread between U.S. benchmark and global benchmark crude oil futures widened to its widest in four months as traders anticipated a surge in U.S. crude oil supplies. The U.S. government plans to sell its largest strategic oil reserve in seven years at a time when domestic refineries are preparing for seasonal shutdowns and demand for oil tends to decline. West Texas Intermediate oil prices were dragged down. Meanwhile, an improved outlook for overseas demand has kept Brent prices higher, further exacerbating the gap.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2162068545\" target=\"_blank\"><b>Google Microsoft pledges to spend tens of billions of dollars in the future to strengthen cybersecurity efforts</b></a></p><p>Business leaders in tech, insurance and other industries pledged to spend tens of billions of dollars to strengthen cybersecurity efforts in the future during a White House meeting with U.S. President Joe Biden on Wednesday. Google said IT will invest more than $10 billion over five years to bolster cybersecurity and has pledged to train 100,000 Americans in technical fields such as IT support and data analytics through its vocational credentials program. Google's investment will also be used to strengthen the software supply chain and open source security.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2162505714\" target=\"_blank\"><b>PC Market Grows 17% in Q2 2021, Apple Continues to Hold Second Place</b></a></p><p>Market research firm Canalys today released its PC market data for the second quarter of 2021. Overall PC market sales increased by 17% year-on-year in the second quarter, but the growth slowed significantly compared to 74% in the previous quarter, on the other hand, it was also affected by the global chip shortage.<a href=\"https://laohu8.com/S/HPQ\">HP</a>It topped the list for the second consecutive quarter with a market share of 21.9%, with a year-over-year increase of more than 20%. Apple came in second with a 20.6% share.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/1161874729\" target=\"_blank\"><b>Bank of America raises Pinduoduo price target, bullish on its long-term earnings outlook</b></a></p><p>Bank of America raised its price target on Pinduoduo to $148, implying that shares are on track to gain another 49% from Tuesday's closing price of $99.12. Bank of America analysts said, \"The strong revenue growth and high leverage ratio in the second quarter give us more confidence in the company's strategic vision to further drive user engagement, and we maintain our positive view on Pinduoduo's long-term profitability.\"</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2162057175\" target=\"_blank\"><b>Google's parent company's drone delivery business is booming and cumulative deliveries will break the 100,000 mark soon</b></a><b></b></p><p>Wing, the drone company owned by Google's parent company Alphabet, said on its official blog on Wednesday that the company is close to delivering its 100,000th package in the near future.</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2162050539\" target=\"_blank\"><b>Western Digital Merger and Acquisition of Kioxia Enters Advanced Negotiation Link Transaction Volume or Reach $20 Billion</b></a></p><p>World-renowned hard disk manufacturers<a href=\"https://laohu8.com/S/WDC\">Western Digital</a>The company is conducting in-depth negotiations on the acquisition of Japan's Kioxia Holding Company, which may exceed 20 billion USD. The merger will have a profound impact on the global chip industry. Discussions between the two companies have suddenly heated up in the past few weeks and an agreement could be reached as early as mid-September this year, people familiar with the matter said.</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2162681000\" target=\"_blank\"><b>Snowflake beats earnings expectations, shares rise more than 3% after hours</b></a></p><p>After the U.S. stock market closed on Wednesday, August 25th, Eastern Time,<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>Announced second quarter fiscal 2022 results. According to the financial report, Snowflake's revenue in the second quarter was US$272 million, a year-on-year increase of 104%, exceeding the market expectation of US$257 million.</p><p><b>7、</b><a href=\"https://laohu8.com/NW/2162686230\" target=\"_blank\"><b>Salesforce Earnings Beat Expectations! Shares jumped nearly 2% after hours</b></a></p><p>Salesforce, the world's largest CRM software service provider, today announced its second quarter financial report of fiscal 2022 after the U.S. stock market closed on Wednesday, August 25th, Eastern Time. According to the report, Salesforce's total revenue in the second fiscal quarter was US$6.340 billion, an increase of 23% compared with US$5.151 billion in the same period last year. Excluding the impact of exchange rate changes, it was a year-on-year increase of 21%; Net income was $535 million, down 80% from $2.625 billion in the same period last year; Diluted earnings per share were $0.56, compared to $2.85 in the year-ago quarter.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164039620","content_text":"摘要：美股延续升势，标普、纳指再创历史新高；谷歌微软承诺未来将投入百亿美元，以加强网络安全工作；美银上调拼多多目标价；黄金再次跌破1800大关、多头静待鲍威尔救赎。\n\n海外市场\n1、美股延续升势 标普、纳指再创历史新高\n周三在杰克逊霍尔央行研讨会召开前夕，市场观望情绪偏浓，美股三大股指靠稳。道指收涨0.11%，标普500指数收涨0.25%，收于创纪录的4497.40点。其盘中一度中站上4500点，刷新盘中历史新高；纳指收涨0.15%，续创收盘新高。\n2、热门中概股周三涨跌不一 教育股昨日飙升后纷纷回落\n热门中概股周三涨跌不一，教育股在上个交易日飙升纷纷回落。\n嘉银金科涨超26%，玖富、中环球船务涨超15%，世纪互联涨超11%，叁腾科技涨近10%；1药网跌超18%，乐信跌超13%，怪兽充电跌超12%，云米科技跌超10%，水滴公司跌超9%；教育股中，华富教育涨近14%，51Talk跌超11%，好未来跌超7%，高途跌超6%，新东方、一起教育跌超5%，掌门教育跌超4%，网易有道跌近2%。\n3、欧洲央行愿采取行动应对美联储的任何溢出效应 欧洲股市普遍收高\n欧洲股市周三普遍收涨，投资者等待各国央行行长召开重要会议。泛欧斯托克600指数小幅上涨0.02%，其中旅游和休闲类股领涨，涨幅1.8%，公用事业类股下跌0.8%。\n4、欧佩克对原油供应保持谨慎 两大原油期货三日连阳\n美国能源署公布的最新数据显示，上周原油库存降至2020年1月24日当周以来最低。周三油价延续此前两个交易日以来的涨势。截至收盘，美国WTI原油10月原油期货收涨82美分，涨幅1.21%，报68.36美元/桶；布伦特10月期货收涨1.20美元，涨幅1.69%，报72.25美元/桶。\n5、黄金再次跌破1800大关、多头静待鲍威尔救赎\n金价回落，进一步跌破1800美元水准，因美元走高，且投资者希望在本周的杰克逊霍尔研讨会上看到美联储缩减经济支持措施的时间表。\n美市尾盘，现货黄金收报1790.80美元/盎司，下跌11.56美元或0.64%，日内最低触及1782.35美元/盎司，最高触及1803.05美元/盎司。\n国际宏观\n1、美国7月商业设备订单意外停止增长 表明资本投资停顿\n在连续四个月增长后，美国工厂接到的商业设备订单意外在7月份停止增长，表明数月来的资本投资陷入停顿。美国商务部周三公布的数据显示，7月核心资本品订单基本持平，前月上修为增长1%。该指数扣除了飞机和国防用品，被视为商业设备投资晴雨表。\n2、美国参议院又放大招 公司向海外转移利润将面临更严厉处罚\n根据美国参议院民主党提出的一项草案，美国跨国公司可能因将利润转移到海外，而面临更严厉的惩罚。当地时间周三，三位民主党参议员公布了国际税收提案的更多细节，该草案旨在提高对跨国企业的税收，从而增加财政收入，为拜登庞大的财政支出法案买单。\n3、美联储减码牵一发动全身，何时结束比何时开始更重要\n这些天，金融市场上所有的讨论都集中在美联储何时开始削减购债规模的问题，但是对于股债汇等所有市场来说，更重要的是购债什么时候能够结束。\n退出刺激措施可谓牵一发动全身，眼下金融系统大量流动资金已将美国股市推至纪录高位，美国国债收益率保持在略高于六个月低点的水平。在德尔塔毒株构成新风险的情况下，减码过快可能会使经济复苏脱轨，而行动太慢又或加剧经济重启带来的通胀压力。\n4、战略石油储备出售在即 美国基准原油与布伦特价差扩大\n鉴于交易员预计美国原油供应将激增，备受关注的美国基准与全球基准原油期货的价差扩大至四个月来最大。在国内炼油厂准备季节性停产检修、石油需求往往会下降的时候，美国政府计划出售7年来最大规模战略石油储备。西德州中质油价格受到拖累。与此同时，海外需求前景改善，令布伦特价格继续走高，进一步加剧了这一缺口。\n公司新闻\n1、谷歌微软承诺未来将投入百亿美元 以加强网络安全工作\n科技、保险等行业的商界领袖在周三与美国总统拜登的白宫会晤中承诺，未来将投入百亿美元以加强网络安全工作。谷歌表示，将在五年内投资超过100亿美元以加强网络安全，并承诺通过其职业证书计划在IT支持和数据分析等技术领域培训100000名美国人。谷歌上述投入资金还将用于加强软件供应链和开源安全等。\n2、2021年第二季度PC市场增长17% 苹果继续保持第二位\n市场研究公司Canalys 今天发布2021年第二季度PC市场数据，第二季度PC市场销售额整体同比增长17%，但与上一季度的74%相比，增长明显放缓，另一方面也是受到全球芯片短缺的影响。惠普以21.9%的市场份额连续第二个季度蝉联榜首，同比增长超过20%。苹果以20.6%的份额位居第二。\n3、美银上调拼多多目标价 看好其长期盈利前景\n美银将拼多多目标价上调至148美元，意味着股价有望在周二99.12美元收盘价基础上再上涨49%。美银分析师称，“第二季度营收的强劲增长和高杠杆率使我们对该公司进一步推动用户参与的战略愿景更有信心，我们维持对拼多多长期盈利能力的积极看法。”\n4、谷歌母公司旗下的无人机送货业务正蓬勃发展 累计交付量将在不久突破10万大关\n谷歌母公司Alphabet旗下的无人机公司Wing周三在官方博客表示，公司即将在未来不久交付其第10万个包裹。\n5、西数并购铠侠进入高级谈判环节 交易额或达到200亿美元\n全球知名硬盘厂商西部数据公司正在就收购日本铠侠控股公司进行深入谈判，交易金额可能超过200亿美元，该并购案对全球芯片行业将有深远的影响。知情人士说，两家公司之间的讨论在过去几周突然升温，最早可能在今年9月中旬达成协议。\n6、Snowflake财报超预期，盘后股价涨逾3%\n美东时间8月25日周三美股盘后，Snowflake公布了2022财年第二季度业绩。财报显示，Snowflake第二季度营收2.72亿美元，同比增长104%，超出市场预期的2.57亿美元。\n7、Salesforce财报超预期！盘后股价上涨近2%\n美东时间8月25日周三美股盘后，全球最大的CRM软件服务提供商Salesforce今日公布了2022财年第二财季财报。报告显示，Salesforce第二财季总营收为63.40亿美元，与去年同期的51.51亿美元相比增长23%，不计入汇率变动的影响为同比增长21%；净利润为5.35亿美元，与去年同期的26.25亿美元相比下降80%；每股摊薄收益为0.56美元，相比之下去年同期为2.85美元。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
