+Follow
红色金刚
没有心态
16
Follow
0
Followers
0
Topic
0
Badge
Posts
Hot
红色金刚
2023-06-30
$小鹏汽车-W(09868)$
红色金刚
2022-11-01
$腾讯控股(00700)$
红色金刚
2021-08-06
yyds
Insider confirms BYD to supply'blade batteries' to Tesla
红色金刚
2021-06-01
OKOK
Zhang Yidong: Don't stop going long in June, liquidity in China and the United States will not be tight
Go to Tiger App to see more news
{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3558657583202309","uuid":"3558657583202309","gmtCreate":1595580130047,"gmtModify":1635457621883,"name":"红色金刚","pinyin":"hsjghongsejingang","introduction":"","introductionEn":"","signature":"没有心态","avatar":"https://static.tigerbbs.com/60ea5179e1529674f308547e56f26874","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":16,"tweetSize":23,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.81%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.71%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":192709320908896,"gmtCreate":1688090092824,"gmtModify":1688090095771,"author":{"id":"3558657583202309","authorId":"3558657583202309","name":"红色金刚","avatar":"https://static.tigerbbs.com/60ea5179e1529674f308547e56f26874","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558657583202309","idStr":"3558657583202309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a><v-v data-views=\"1\"></v-v>","text":"$小鹏汽车-W(09868)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192709320908896","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":665295674,"gmtCreate":1667293335103,"gmtModify":1676537892833,"author":{"id":"3558657583202309","authorId":"3558657583202309","name":"红色金刚","avatar":"https://static.tigerbbs.com/60ea5179e1529674f308547e56f26874","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558657583202309","idStr":"3558657583202309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>","text":"$腾讯控股(00700)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/665295674","isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893175238,"gmtCreate":1628251446224,"gmtModify":1703503963049,"author":{"id":"3558657583202309","authorId":"3558657583202309","name":"红色金刚","avatar":"https://static.tigerbbs.com/60ea5179e1529674f308547e56f26874","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558657583202309","idStr":"3558657583202309"},"themes":[],"htmlText":"yyds","listText":"yyds","text":"yyds","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/893175238","repostId":"1144424668","repostType":4,"repost":{"id":"1144424668","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":1628251171,"share":"https://ttm.financial/m/news/1144424668?lang=en_US&edition=fundamental","pubTime":"2021-08-06 19:59","market":"us","language":"zh","title":"Insider confirms BYD to supply'blade batteries' to Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1144424668","media":"老虎资讯综合","summary":"据美港电讯报道，日前，有媒体称，从多位知情人士处获悉，比亚迪即将于明年第二季度向特斯拉供应“刀片电池”。今日，对于此事，又有比亚迪内部人士向媒体透露，比亚迪将向特斯拉供应“刀片电池”一事属实，并且首款","content":"<p>According to US-Hong Kong Telecom, a few days ago, some media said that they learned from a number of people familiar with the matter that,<a href=\"https://laohu8.com/S/002594\">BYD</a>It will be launched in the second quarter of next year<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Supply \"Blade Batteries\". Today, regarding this matter, another BYD insider revealed to the media that it is true that BYD will supply \"blade batteries\" to Tesla, and the first model may be Model Y.</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>Insider confirms BYD to supply'blade batteries' to Tesla</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\">\nInsider confirms BYD to supply'blade batteries' to Tesla\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\">2021-08-06 19:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>According to US-Hong Kong Telecom, a few days ago, some media said that they learned from a number of people familiar with the matter that,<a href=\"https://laohu8.com/S/002594\">BYD</a>It will be launched in the second quarter of next year<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Supply \"Blade Batteries\". Today, regarding this matter, another BYD insider revealed to the media that it is true that BYD will supply \"blade batteries\" to Tesla, and the first model may be Model Y.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/45e5e005a453a59287c71f4cbf428610","relate_stocks":{"TSLA":"特斯拉","002594":"比亚迪","01211":"比亚迪股份"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144424668","content_text":"据美港电讯报道，日前，有媒体称，从多位知情人士处获悉，比亚迪即将于明年第二季度向特斯拉供应“刀片电池”。今日，对于此事，又有比亚迪内部人士向媒体透露，比亚迪将向特斯拉供应“刀片电池”一事属实，并且首款车型或为Model Y。","news_type":1,"symbols_score_info":{"TSLA":0.9,"002594":0.9,"01211":0.9}},"isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119553151,"gmtCreate":1622556082273,"gmtModify":1704186261681,"author":{"id":"3558657583202309","authorId":"3558657583202309","name":"红色金刚","avatar":"https://static.tigerbbs.com/60ea5179e1529674f308547e56f26874","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558657583202309","idStr":"3558657583202309"},"themes":[],"htmlText":"OKOK","listText":"OKOK","text":"OKOK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119553151","repostId":"1169153092","repostType":4,"repost":{"id":"1169153092","kind":"news","weMediaInfo":{"introduction":"张忆东从事A股港股及大类资产配置研究逾15载，连续多年获策略研究第一名，是新财富、水晶球、金牛奖、第一财经、IAMAC奖的“全满贯”第一，三次获“新财富”策略第一。该公众号是其团队研究大类资产配置、A股港股美股及其他市场的成果","home_visible":1,"media_name":"张忆东策略世界","id":"1065818805","head_image":"https://static.tigerbbs.com/ad7f636ec1274a70b86d1fdc1329e0eb"},"pubTimestamp":1622552687,"share":"https://ttm.financial/m/news/1169153092?lang=en_US&edition=fundamental","pubTime":"2021-06-01 21:04","market":"us","language":"zh","title":"Zhang Yidong: Don't stop going long in June, liquidity in China and the United States will not be tight","url":"https://stock-news.laohu8.com/highlight/detail?id=1169153092","media":"张忆东策略世界","summary":"回归成长的长逻辑，精选先进制造、科技、新消费，配置深度价值。","content":"<p><b>1. Hong Kong stock allocation ideas in June</b></p><p><b>1.1. Review: The May strategy \"May is not poor, go long on dips\" has been verified-the quarterly adjustment that started in February has come to an end at the end of April, and the quarterly long window period will be ushered in mid-May at the latest</b></p><p><ul><li>In early September 2020, we began to recommend long Hong Kong stocks at low levels, and recommended the revaluation of the value of cyclical core assets in the context of recovery.</p><p></li><li>At the end of January 2021, when the Hong Kong stock market was excited, we began to pour cold water, suggesting that the bull market also has the risk of adjustment. In late February, we proposed that the construction of the golden pit would not be completed until the second quarter.</p><p></li><li><b>At the end of March, we compared the market in 2021 to 2010-policies returned to normalization, while the stock market valuation system was revalued and structural risks were released.</b></p><p></li><li><b>Spring strategy in early April 20210407 \"Newborn calves are not afraid of tigers\" judgment</b>In the second quarter, the volatility of the U.S. stock market amplified, but it was not a systemic risk, while A-shares and Hong Kong stocks are expected to complete the bottom area of the golden pit that started in March.</p><p></li><li><b>At the beginning of May, \"May is not poor, go long on dips\" pointed out that the quarterly adjustment that started in February has come to an end at the end of April, and the quarterly long window period will be ushered in mid-May at the latest, so it is necessary to go long on dips</b>, actively grasp the profit-driven structural market.</p><p></li><li><b>May 14th, \"The centenary of the market after the golden pit is a gift, and science and technology innovation board leads the future core assets to grow\"</b>Emphasized again,<b>The easing in the United States continues, the policy environment has warmed up before China's centenary anniversary, and after the golden pit of A-shares and Hong Kong stocks, there is a long window period, reminding investors to lay out new structural market conditions.</b></p><p></li></ul><b>1.2. Outlook: Long going will not stop in June, liquidity in China and the United States will not be tight, and short-term market fluctuations are buying points</b></p><p><b>First of all, the water is hard to recover. The Federal Reserve's interest rate meeting in June is expected to continue to be dovish. Even if inflation continues to rise in May, it will tolerate inflation and stick to being dovish. The reason why the market in May and June this year is very different from the previous five poor and six. The biggest difference is that the economy is recovering but liquidity has not tightened.</b></p><p><ul><li>May's U.S. inflation data is expected to continue higher, potentially triggering small twists and turns in stocks in June, but not systemic risks. Under the framework of the Federal Reserve's new monetary policy, more emphasis is placed on employment and data dependence. At present, U.S. stocks are in debt and the unemployment rate in the United States is still high, so it is impossible for the Federal Reserve to tighten it. The market twists and turns after the rise in inflation in April and the attitude of the Federal Reserve have verified our prediction.</p><p></li><li>Recently, the scale of the Federal Reserve's overnight reverse repurchase (ON RRP) has continued to rise. The reason is that the issuance of fiscal subsidies has led to extremely loose liquidity in the financial market. Financial institutions have surplus funds to participate in a large number of reverse repurchases. The passive recovery of liquidity by the Federal Reserve does not mean that the Federal Reserve takes the initiative to tighten.</p><p></li></ul><b>Second, the U.S. inventory replenishment cycle has reached the second half, and the commodity market has reached the later stage, and the dawn of growth is coming.</b></p><p><ul><li>High-frequency data in the United States shows that the recovery of the U.S. economy, especially the service industry, continues to be strong, and the PMI continues to hit new highs. In May, the U.S. Markit manufacturing PMI was 61.5 and the service PMI was 70.1, both of which were higher than the previous values and continued to hit record highs. They were above the boom-bust line for 11 consecutive months. The accelerated expansion of the U.S. service industry is mainly due to the mass vaccination and popularization of vaccines. The labor force participation rate in the United States has increased, benefiting from the increase of opportunities in the service industry, and the low-educated and young labor force has partially flowed back to the labor market.</p><p></li><li><b>Inventory levels and year-on-year growth of U.S. manufacturers and wholesalers have exceeded pre-pandemic highs, while retail inventories have lagged significantly behind. The high point of demand growth in the United States has reached, and inventory replenishment has reached the second half.</b>Overall, in the first quarter, with the support of fiscal stimulus, commodity consumption rose rapidly, resulting in a decline in actual inventories. However, the serious mismatch between supply and demand has pushed up inflation, causing nominal inventories to rise instead of falling. Inventory changes in the first quarter were mainly driven by the demand side, but looking forward, the high point of fiscal stimulus growth in the United States has passed. Residents' disposable income dropped significantly in April, and the demand side may drop quickly.</p><p></li></ul><b>Third, opportunities for China's advanced manufacturing industry are coming, especially the midstream and downstream manufacturing leaders with scientific and technological innovation capabilities, which will benefit from the easing of cost pressures in the future.</b></p><p><ul><li>Since May, in response to the excessive rise in commodity prices, the National Standing Committee, the National Development and Reform Commission and other departments have repeatedly stated that they attach great importance to the adverse effects of rising commodity prices and require all-round curbing of unreasonable rises in commodity prices.<b>The regulation of unreasonable prices of upstream commodities will help alleviate the cost pressure of downstream manufacturing enterprises, and the cyclical stock market is expected to transition from the traditional cycle of midstream and upstream to the midstream and downstream manufacturing industries.</b></p><p></li><li><b>China's manufacturing investment is super-seasonal month-on-month, and its momentum has improved.</b>In April 2021, manufacturing investment increased by 23.8% year-on-year, which was still higher than the seasonal average from 2015 to 2019 month-on-month. The pull on fixed asset investment increased significantly, stronger than real estate and infrastructure.<b>The improvement of manufacturing investment shows that the supporting role of external demand in the economy continues.</b>In April 2021, China's exports (in US dollars) increased by 32.3% year-on-year, higher than the previous value of 30.6%. In April 2021, the profits of industrial enterprises maintained rapid growth, with a year-on-year growth rate of 57.0%.</p><p></li></ul><b>1.3. Investment advice: Actively grasp the long time window, and select cost-effective growth stocks and high-quality value stocks</b></p><p><b>Market outlook:</b>At present, the A-share market has formed a strong unanimous expectation of the century-old Daqing market, and the risk appetite of the Hong Kong stock market has also been positively boosted. However, considering that the overall valuation of the global stock market is high, and there are many variables in political economy and epidemic situation, the market will fluctuate. If there are short-term twists and turns, it is not advisable to blindly chase higher.</p><p><b>Investment strategy: Return to the long logic of growth, select advanced manufacturing, technology, and new consumption, and allocate in-depth value.</b></p><p><ul><li><b>There are greater opportunities for selecting advanced manufacturing industries, especially small and medium-sized scientific and technological giants.</b>Focus on the Jugra cycle of advanced manufacturing, especially in the second half of the year benefiting from China's 14th Five-Year Plan<b>Intelligent manufacturing, new energy vehicles, semiconductors, high-end military manufacturing, new energy, etc. are worthy of optimism.</b></p><p></li><li><b>The new economy leader of Hong Kong stocks with high performance growth and appropriate cost performance, selected medicine, TMT, brand consumption, trendy consumption, property, etc.</b></p><p></li><li><b>Based on depth value, defensive counterattack</b>, including leading state-owned enterprises, securities firms, banks, real estate, insurance, etc. that have the ability and willingness to release profits.</p><p></li></ul></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>Zhang Yidong: Don't stop going long in June, liquidity in China and the United States will not be tight</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\">\nZhang Yidong: Don't stop going long in June, liquidity in China and the United States will not be tight\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1065818805\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/ad7f636ec1274a70b86d1fdc1329e0eb);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">张忆东策略世界 </p>\n<p class=\"h-time smaller\">2021-06-01 21:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>1. Hong Kong stock allocation ideas in June</b></p><p><b>1.1. Review: The May strategy \"May is not poor, go long on dips\" has been verified-the quarterly adjustment that started in February has come to an end at the end of April, and the quarterly long window period will be ushered in mid-May at the latest</b></p><p><ul><li>In early September 2020, we began to recommend long Hong Kong stocks at low levels, and recommended the revaluation of the value of cyclical core assets in the context of recovery.</p><p></li><li>At the end of January 2021, when the Hong Kong stock market was excited, we began to pour cold water, suggesting that the bull market also has the risk of adjustment. In late February, we proposed that the construction of the golden pit would not be completed until the second quarter.</p><p></li><li><b>At the end of March, we compared the market in 2021 to 2010-policies returned to normalization, while the stock market valuation system was revalued and structural risks were released.</b></p><p></li><li><b>Spring strategy in early April 20210407 \"Newborn calves are not afraid of tigers\" judgment</b>In the second quarter, the volatility of the U.S. stock market amplified, but it was not a systemic risk, while A-shares and Hong Kong stocks are expected to complete the bottom area of the golden pit that started in March.</p><p></li><li><b>At the beginning of May, \"May is not poor, go long on dips\" pointed out that the quarterly adjustment that started in February has come to an end at the end of April, and the quarterly long window period will be ushered in mid-May at the latest, so it is necessary to go long on dips</b>, actively grasp the profit-driven structural market.</p><p></li><li><b>May 14th, \"The centenary of the market after the golden pit is a gift, and science and technology innovation board leads the future core assets to grow\"</b>Emphasized again,<b>The easing in the United States continues, the policy environment has warmed up before China's centenary anniversary, and after the golden pit of A-shares and Hong Kong stocks, there is a long window period, reminding investors to lay out new structural market conditions.</b></p><p></li></ul><b>1.2. Outlook: Long going will not stop in June, liquidity in China and the United States will not be tight, and short-term market fluctuations are buying points</b></p><p><b>First of all, the water is hard to recover. The Federal Reserve's interest rate meeting in June is expected to continue to be dovish. Even if inflation continues to rise in May, it will tolerate inflation and stick to being dovish. The reason why the market in May and June this year is very different from the previous five poor and six. The biggest difference is that the economy is recovering but liquidity has not tightened.</b></p><p><ul><li>May's U.S. inflation data is expected to continue higher, potentially triggering small twists and turns in stocks in June, but not systemic risks. Under the framework of the Federal Reserve's new monetary policy, more emphasis is placed on employment and data dependence. At present, U.S. stocks are in debt and the unemployment rate in the United States is still high, so it is impossible for the Federal Reserve to tighten it. The market twists and turns after the rise in inflation in April and the attitude of the Federal Reserve have verified our prediction.</p><p></li><li>Recently, the scale of the Federal Reserve's overnight reverse repurchase (ON RRP) has continued to rise. The reason is that the issuance of fiscal subsidies has led to extremely loose liquidity in the financial market. Financial institutions have surplus funds to participate in a large number of reverse repurchases. The passive recovery of liquidity by the Federal Reserve does not mean that the Federal Reserve takes the initiative to tighten.</p><p></li></ul><b>Second, the U.S. inventory replenishment cycle has reached the second half, and the commodity market has reached the later stage, and the dawn of growth is coming.</b></p><p><ul><li>High-frequency data in the United States shows that the recovery of the U.S. economy, especially the service industry, continues to be strong, and the PMI continues to hit new highs. In May, the U.S. Markit manufacturing PMI was 61.5 and the service PMI was 70.1, both of which were higher than the previous values and continued to hit record highs. They were above the boom-bust line for 11 consecutive months. The accelerated expansion of the U.S. service industry is mainly due to the mass vaccination and popularization of vaccines. The labor force participation rate in the United States has increased, benefiting from the increase of opportunities in the service industry, and the low-educated and young labor force has partially flowed back to the labor market.</p><p></li><li><b>Inventory levels and year-on-year growth of U.S. manufacturers and wholesalers have exceeded pre-pandemic highs, while retail inventories have lagged significantly behind. The high point of demand growth in the United States has reached, and inventory replenishment has reached the second half.</b>Overall, in the first quarter, with the support of fiscal stimulus, commodity consumption rose rapidly, resulting in a decline in actual inventories. However, the serious mismatch between supply and demand has pushed up inflation, causing nominal inventories to rise instead of falling. Inventory changes in the first quarter were mainly driven by the demand side, but looking forward, the high point of fiscal stimulus growth in the United States has passed. Residents' disposable income dropped significantly in April, and the demand side may drop quickly.</p><p></li></ul><b>Third, opportunities for China's advanced manufacturing industry are coming, especially the midstream and downstream manufacturing leaders with scientific and technological innovation capabilities, which will benefit from the easing of cost pressures in the future.</b></p><p><ul><li>Since May, in response to the excessive rise in commodity prices, the National Standing Committee, the National Development and Reform Commission and other departments have repeatedly stated that they attach great importance to the adverse effects of rising commodity prices and require all-round curbing of unreasonable rises in commodity prices.<b>The regulation of unreasonable prices of upstream commodities will help alleviate the cost pressure of downstream manufacturing enterprises, and the cyclical stock market is expected to transition from the traditional cycle of midstream and upstream to the midstream and downstream manufacturing industries.</b></p><p></li><li><b>China's manufacturing investment is super-seasonal month-on-month, and its momentum has improved.</b>In April 2021, manufacturing investment increased by 23.8% year-on-year, which was still higher than the seasonal average from 2015 to 2019 month-on-month. The pull on fixed asset investment increased significantly, stronger than real estate and infrastructure.<b>The improvement of manufacturing investment shows that the supporting role of external demand in the economy continues.</b>In April 2021, China's exports (in US dollars) increased by 32.3% year-on-year, higher than the previous value of 30.6%. In April 2021, the profits of industrial enterprises maintained rapid growth, with a year-on-year growth rate of 57.0%.</p><p></li></ul><b>1.3. Investment advice: Actively grasp the long time window, and select cost-effective growth stocks and high-quality value stocks</b></p><p><b>Market outlook:</b>At present, the A-share market has formed a strong unanimous expectation of the century-old Daqing market, and the risk appetite of the Hong Kong stock market has also been positively boosted. However, considering that the overall valuation of the global stock market is high, and there are many variables in political economy and epidemic situation, the market will fluctuate. If there are short-term twists and turns, it is not advisable to blindly chase higher.</p><p><b>Investment strategy: Return to the long logic of growth, select advanced manufacturing, technology, and new consumption, and allocate in-depth value.</b></p><p><ul><li><b>There are greater opportunities for selecting advanced manufacturing industries, especially small and medium-sized scientific and technological giants.</b>Focus on the Jugra cycle of advanced manufacturing, especially in the second half of the year benefiting from China's 14th Five-Year Plan<b>Intelligent manufacturing, new energy vehicles, semiconductors, high-end military manufacturing, new energy, etc. are worthy of optimism.</b></p><p></li><li><b>The new economy leader of Hong Kong stocks with high performance growth and appropriate cost performance, selected medicine, TMT, brand consumption, trendy consumption, property, etc.</b></p><p></li><li><b>Based on depth value, defensive counterattack</b>, including leading state-owned enterprises, securities firms, banks, real estate, insurance, etc. that have the ability and willingness to release profits.</p><p></li></ul></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b6b1a2d7cb6155a301d235b7b7ece66b","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169153092","content_text":"1、6月港股配置思路1.1、回顾：5月策略《五月不穷，逢低做多》得到验证——2月份开始的季度性调整在4月底已到尾声，最迟5月中旬将迎来季度级别的做多窗口期2020年9月上旬我们开始在低位推荐做多港股，在复苏背景下推荐周期核心资产的价值重估。2021年1月底，我们在港股情绪亢奋时，开始泼冷水、提示牛市也有调整风险。2月下旬，我们提出「黄金坑」构筑完成要到二季度。3月底，我们将2021年的行情类比2010年——政策回归正常化，而股市估值体系重估、结构性风险释放。4月初春季策略20210407《初生牛犊不怕虎》判断，二季度美股行情波动放大，但并非系统性风险，而A股和港股有望完成3月份开始的黄金坑底部区域。5月初《五月不穷，逢低做多》指出：2月份开始的季度性调整在4月底已到尾声，最迟5月中旬将迎来季度级别的做多窗口期，要逢低做多，积极把握盈利驱动型的结构性行情。5月14日《黄金坑后行情献礼百年庆，科创板引领「未来核心资产」长牛》中再度强调，美国宽松继续，中国百年大庆前政策环境转暖，A股港股「黄金坑」之后是做多窗口期，提醒投资者布局新的结构性行情。1.2、展望：6月做多不停歇，中美流动性都不会紧，短期市场波动是买点首先，覆水难收，美联储6月份议息会议有望继续鸽派，即便5月份通胀继续走高，也会容忍通胀而坚持鸽派。今年这个5、6月行情之所以跟以往的「五穷六绝」大不同，最大的区别在于：经济复苏但是流动性却没有收紧。5月份的美国通胀数据有望继续走高，可能会引发6月股市的小波折，但不是系统性风险。在美联储新货币政策框架下，更强调就业以及数据依赖，当前美股债台高筑、美国失业率依然高企，美联储不可能收紧。4月份通胀走高之后的市场波折以及美联储的态度，已验证了我们的预判。近期美联储隔夜逆回购（ON RRP）规模持续走高，原因在于财政补贴的发放导致金融市场流动性异常宽松，金融机构资金富余大量参与逆回购，美联储被动回收流动性，并不意味着联储主动收紧。第二，美国补库存周期已至后半段，商品行情到后期，成长曙光来临。美国高频数据显示美国经济，尤其是服务业，复苏继续强劲，PMI持续创新高。5月份，美国Markit制造业PMI为61.5，服务业PMI为70.1，均高于前值并持续创出历史新高，连续11个月处于荣枯线之上。美国服务业加速扩张，主要得益于疫苗的大规模接种普及。美国劳动参与率上升，受益于服务业机会增多，低学历、低龄劳动力已部分流回劳动力市场。美国制造商、批发商库存水平和同比增速已超过疫情前高点，零售库存大幅落后。美国需求增速高点已现，补库存已到后半段。整体而言，一季度在财政刺激的支持下，商品消费快速上升，导致了实际库存的下降。但严重的供需错配推升了通货膨胀，导致名义库存量不降反升。一季度库存变化主要由需求层面带动，但往后来看，美国的财政刺激增速高点已过，4月份居民可支配收入出现明显回落，需求端或较快回落。第三，中国的先进制造业机会来临，特别是具有科创能力的中下游制造业龙头，后续将受益于成本压力的缓解。5月以来，针对大宗商品价格的过快上涨，国常会、发改委等部门先后多次表态，高度重视大宗商品价格攀升带来的不利影响，要求全方位遏制大宗商品价格不合理上涨。对上游大宗商品不合理价格的调控，将有助于减缓下游制造业企业成本压力，周期股行情有望从中上游传统周期向中游和偏下游制造业进行过渡。中国制造业投资环比超季节性，动力改善。2021年4月，制造业投资当月同比增长23.8%，环比仍高于2015-2019年季节性规律均值，对固定资产投资的拉动明显提升，强于地产和基建。制造业投资改善表明外需对经济的支撑作用仍在延续。2021年4月中国出口（以美元计）同比增长32.3%，高于前值的30.6%。2021年4月工业企业利润维持高速增长，同比增速为57.0%。1.3、投资建议：积极把握住做多时间窗口，精选高性价比的成长股和绩优价值股行情展望：目前A股市场已经形成百年大庆行情的强烈一致预期，港股市场的风险偏好也受正面提振，但考虑到，全球股市整体估值偏高、政治经济和疫情的变数众多，因此，行情将震荡上行，不宜盲目追高，若有短期波折反而是买点。投资策略：回归成长的长逻辑，精选先进制造、科技、新消费，配置深度价值。精选先进制造业，特别是中小市值科创型「小巨人」的机会更大。聚焦先进制造业的朱格拉周期，特别是下半年受益于中国「十四五规划」的智能制造、新能源车、半导体、军工高端制造、新能源等值得看好。业绩高增长且性价比合适的港股新经济龙头，精选医药、TMT、品牌消费、新潮消费、物业等。立足深度价值，防守反击，包括有能力和有意愿释放利润的国企龙头、券商、银行、地产、保险等。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":119553151,"gmtCreate":1622556082273,"gmtModify":1704186261681,"author":{"id":"3558657583202309","authorId":"3558657583202309","name":"红色金刚","avatar":"https://static.tigerbbs.com/60ea5179e1529674f308547e56f26874","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558657583202309","idStr":"3558657583202309"},"themes":[],"htmlText":"OKOK","listText":"OKOK","text":"OKOK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119553151","repostId":"1169153092","repostType":4,"repost":{"id":"1169153092","kind":"news","weMediaInfo":{"introduction":"张忆东从事A股港股及大类资产配置研究逾15载，连续多年获策略研究第一名，是新财富、水晶球、金牛奖、第一财经、IAMAC奖的“全满贯”第一，三次获“新财富”策略第一。该公众号是其团队研究大类资产配置、A股港股美股及其他市场的成果","home_visible":1,"media_name":"张忆东策略世界","id":"1065818805","head_image":"https://static.tigerbbs.com/ad7f636ec1274a70b86d1fdc1329e0eb"},"pubTimestamp":1622552687,"share":"https://ttm.financial/m/news/1169153092?lang=en_US&edition=fundamental","pubTime":"2021-06-01 21:04","market":"us","language":"zh","title":"Zhang Yidong: Don't stop going long in June, liquidity in China and the United States will not be tight","url":"https://stock-news.laohu8.com/highlight/detail?id=1169153092","media":"张忆东策略世界","summary":"回归成长的长逻辑，精选先进制造、科技、新消费，配置深度价值。","content":"<p><b>1. Hong Kong stock allocation ideas in June</b></p><p><b>1.1. Review: The May strategy \"May is not poor, go long on dips\" has been verified-the quarterly adjustment that started in February has come to an end at the end of April, and the quarterly long window period will be ushered in mid-May at the latest</b></p><p><ul><li>In early September 2020, we began to recommend long Hong Kong stocks at low levels, and recommended the revaluation of the value of cyclical core assets in the context of recovery.</p><p></li><li>At the end of January 2021, when the Hong Kong stock market was excited, we began to pour cold water, suggesting that the bull market also has the risk of adjustment. In late February, we proposed that the construction of the golden pit would not be completed until the second quarter.</p><p></li><li><b>At the end of March, we compared the market in 2021 to 2010-policies returned to normalization, while the stock market valuation system was revalued and structural risks were released.</b></p><p></li><li><b>Spring strategy in early April 20210407 \"Newborn calves are not afraid of tigers\" judgment</b>In the second quarter, the volatility of the U.S. stock market amplified, but it was not a systemic risk, while A-shares and Hong Kong stocks are expected to complete the bottom area of the golden pit that started in March.</p><p></li><li><b>At the beginning of May, \"May is not poor, go long on dips\" pointed out that the quarterly adjustment that started in February has come to an end at the end of April, and the quarterly long window period will be ushered in mid-May at the latest, so it is necessary to go long on dips</b>, actively grasp the profit-driven structural market.</p><p></li><li><b>May 14th, \"The centenary of the market after the golden pit is a gift, and science and technology innovation board leads the future core assets to grow\"</b>Emphasized again,<b>The easing in the United States continues, the policy environment has warmed up before China's centenary anniversary, and after the golden pit of A-shares and Hong Kong stocks, there is a long window period, reminding investors to lay out new structural market conditions.</b></p><p></li></ul><b>1.2. Outlook: Long going will not stop in June, liquidity in China and the United States will not be tight, and short-term market fluctuations are buying points</b></p><p><b>First of all, the water is hard to recover. The Federal Reserve's interest rate meeting in June is expected to continue to be dovish. Even if inflation continues to rise in May, it will tolerate inflation and stick to being dovish. The reason why the market in May and June this year is very different from the previous five poor and six. The biggest difference is that the economy is recovering but liquidity has not tightened.</b></p><p><ul><li>May's U.S. inflation data is expected to continue higher, potentially triggering small twists and turns in stocks in June, but not systemic risks. Under the framework of the Federal Reserve's new monetary policy, more emphasis is placed on employment and data dependence. At present, U.S. stocks are in debt and the unemployment rate in the United States is still high, so it is impossible for the Federal Reserve to tighten it. The market twists and turns after the rise in inflation in April and the attitude of the Federal Reserve have verified our prediction.</p><p></li><li>Recently, the scale of the Federal Reserve's overnight reverse repurchase (ON RRP) has continued to rise. The reason is that the issuance of fiscal subsidies has led to extremely loose liquidity in the financial market. Financial institutions have surplus funds to participate in a large number of reverse repurchases. The passive recovery of liquidity by the Federal Reserve does not mean that the Federal Reserve takes the initiative to tighten.</p><p></li></ul><b>Second, the U.S. inventory replenishment cycle has reached the second half, and the commodity market has reached the later stage, and the dawn of growth is coming.</b></p><p><ul><li>High-frequency data in the United States shows that the recovery of the U.S. economy, especially the service industry, continues to be strong, and the PMI continues to hit new highs. In May, the U.S. Markit manufacturing PMI was 61.5 and the service PMI was 70.1, both of which were higher than the previous values and continued to hit record highs. They were above the boom-bust line for 11 consecutive months. The accelerated expansion of the U.S. service industry is mainly due to the mass vaccination and popularization of vaccines. The labor force participation rate in the United States has increased, benefiting from the increase of opportunities in the service industry, and the low-educated and young labor force has partially flowed back to the labor market.</p><p></li><li><b>Inventory levels and year-on-year growth of U.S. manufacturers and wholesalers have exceeded pre-pandemic highs, while retail inventories have lagged significantly behind. The high point of demand growth in the United States has reached, and inventory replenishment has reached the second half.</b>Overall, in the first quarter, with the support of fiscal stimulus, commodity consumption rose rapidly, resulting in a decline in actual inventories. However, the serious mismatch between supply and demand has pushed up inflation, causing nominal inventories to rise instead of falling. Inventory changes in the first quarter were mainly driven by the demand side, but looking forward, the high point of fiscal stimulus growth in the United States has passed. Residents' disposable income dropped significantly in April, and the demand side may drop quickly.</p><p></li></ul><b>Third, opportunities for China's advanced manufacturing industry are coming, especially the midstream and downstream manufacturing leaders with scientific and technological innovation capabilities, which will benefit from the easing of cost pressures in the future.</b></p><p><ul><li>Since May, in response to the excessive rise in commodity prices, the National Standing Committee, the National Development and Reform Commission and other departments have repeatedly stated that they attach great importance to the adverse effects of rising commodity prices and require all-round curbing of unreasonable rises in commodity prices.<b>The regulation of unreasonable prices of upstream commodities will help alleviate the cost pressure of downstream manufacturing enterprises, and the cyclical stock market is expected to transition from the traditional cycle of midstream and upstream to the midstream and downstream manufacturing industries.</b></p><p></li><li><b>China's manufacturing investment is super-seasonal month-on-month, and its momentum has improved.</b>In April 2021, manufacturing investment increased by 23.8% year-on-year, which was still higher than the seasonal average from 2015 to 2019 month-on-month. The pull on fixed asset investment increased significantly, stronger than real estate and infrastructure.<b>The improvement of manufacturing investment shows that the supporting role of external demand in the economy continues.</b>In April 2021, China's exports (in US dollars) increased by 32.3% year-on-year, higher than the previous value of 30.6%. In April 2021, the profits of industrial enterprises maintained rapid growth, with a year-on-year growth rate of 57.0%.</p><p></li></ul><b>1.3. Investment advice: Actively grasp the long time window, and select cost-effective growth stocks and high-quality value stocks</b></p><p><b>Market outlook:</b>At present, the A-share market has formed a strong unanimous expectation of the century-old Daqing market, and the risk appetite of the Hong Kong stock market has also been positively boosted. However, considering that the overall valuation of the global stock market is high, and there are many variables in political economy and epidemic situation, the market will fluctuate. If there are short-term twists and turns, it is not advisable to blindly chase higher.</p><p><b>Investment strategy: Return to the long logic of growth, select advanced manufacturing, technology, and new consumption, and allocate in-depth value.</b></p><p><ul><li><b>There are greater opportunities for selecting advanced manufacturing industries, especially small and medium-sized scientific and technological giants.</b>Focus on the Jugra cycle of advanced manufacturing, especially in the second half of the year benefiting from China's 14th Five-Year Plan<b>Intelligent manufacturing, new energy vehicles, semiconductors, high-end military manufacturing, new energy, etc. are worthy of optimism.</b></p><p></li><li><b>The new economy leader of Hong Kong stocks with high performance growth and appropriate cost performance, selected medicine, TMT, brand consumption, trendy consumption, property, etc.</b></p><p></li><li><b>Based on depth value, defensive counterattack</b>, including leading state-owned enterprises, securities firms, banks, real estate, insurance, etc. that have the ability and willingness to release profits.</p><p></li></ul></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>Zhang Yidong: Don't stop going long in June, liquidity in China and the United States will not be tight</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\">\nZhang Yidong: Don't stop going long in June, liquidity in China and the United States will not be tight\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1065818805\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/ad7f636ec1274a70b86d1fdc1329e0eb);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">张忆东策略世界 </p>\n<p class=\"h-time smaller\">2021-06-01 21:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>1. Hong Kong stock allocation ideas in June</b></p><p><b>1.1. Review: The May strategy \"May is not poor, go long on dips\" has been verified-the quarterly adjustment that started in February has come to an end at the end of April, and the quarterly long window period will be ushered in mid-May at the latest</b></p><p><ul><li>In early September 2020, we began to recommend long Hong Kong stocks at low levels, and recommended the revaluation of the value of cyclical core assets in the context of recovery.</p><p></li><li>At the end of January 2021, when the Hong Kong stock market was excited, we began to pour cold water, suggesting that the bull market also has the risk of adjustment. In late February, we proposed that the construction of the golden pit would not be completed until the second quarter.</p><p></li><li><b>At the end of March, we compared the market in 2021 to 2010-policies returned to normalization, while the stock market valuation system was revalued and structural risks were released.</b></p><p></li><li><b>Spring strategy in early April 20210407 \"Newborn calves are not afraid of tigers\" judgment</b>In the second quarter, the volatility of the U.S. stock market amplified, but it was not a systemic risk, while A-shares and Hong Kong stocks are expected to complete the bottom area of the golden pit that started in March.</p><p></li><li><b>At the beginning of May, \"May is not poor, go long on dips\" pointed out that the quarterly adjustment that started in February has come to an end at the end of April, and the quarterly long window period will be ushered in mid-May at the latest, so it is necessary to go long on dips</b>, actively grasp the profit-driven structural market.</p><p></li><li><b>May 14th, \"The centenary of the market after the golden pit is a gift, and science and technology innovation board leads the future core assets to grow\"</b>Emphasized again,<b>The easing in the United States continues, the policy environment has warmed up before China's centenary anniversary, and after the golden pit of A-shares and Hong Kong stocks, there is a long window period, reminding investors to lay out new structural market conditions.</b></p><p></li></ul><b>1.2. Outlook: Long going will not stop in June, liquidity in China and the United States will not be tight, and short-term market fluctuations are buying points</b></p><p><b>First of all, the water is hard to recover. The Federal Reserve's interest rate meeting in June is expected to continue to be dovish. Even if inflation continues to rise in May, it will tolerate inflation and stick to being dovish. The reason why the market in May and June this year is very different from the previous five poor and six. The biggest difference is that the economy is recovering but liquidity has not tightened.</b></p><p><ul><li>May's U.S. inflation data is expected to continue higher, potentially triggering small twists and turns in stocks in June, but not systemic risks. Under the framework of the Federal Reserve's new monetary policy, more emphasis is placed on employment and data dependence. At present, U.S. stocks are in debt and the unemployment rate in the United States is still high, so it is impossible for the Federal Reserve to tighten it. The market twists and turns after the rise in inflation in April and the attitude of the Federal Reserve have verified our prediction.</p><p></li><li>Recently, the scale of the Federal Reserve's overnight reverse repurchase (ON RRP) has continued to rise. The reason is that the issuance of fiscal subsidies has led to extremely loose liquidity in the financial market. Financial institutions have surplus funds to participate in a large number of reverse repurchases. The passive recovery of liquidity by the Federal Reserve does not mean that the Federal Reserve takes the initiative to tighten.</p><p></li></ul><b>Second, the U.S. inventory replenishment cycle has reached the second half, and the commodity market has reached the later stage, and the dawn of growth is coming.</b></p><p><ul><li>High-frequency data in the United States shows that the recovery of the U.S. economy, especially the service industry, continues to be strong, and the PMI continues to hit new highs. In May, the U.S. Markit manufacturing PMI was 61.5 and the service PMI was 70.1, both of which were higher than the previous values and continued to hit record highs. They were above the boom-bust line for 11 consecutive months. The accelerated expansion of the U.S. service industry is mainly due to the mass vaccination and popularization of vaccines. The labor force participation rate in the United States has increased, benefiting from the increase of opportunities in the service industry, and the low-educated and young labor force has partially flowed back to the labor market.</p><p></li><li><b>Inventory levels and year-on-year growth of U.S. manufacturers and wholesalers have exceeded pre-pandemic highs, while retail inventories have lagged significantly behind. The high point of demand growth in the United States has reached, and inventory replenishment has reached the second half.</b>Overall, in the first quarter, with the support of fiscal stimulus, commodity consumption rose rapidly, resulting in a decline in actual inventories. However, the serious mismatch between supply and demand has pushed up inflation, causing nominal inventories to rise instead of falling. Inventory changes in the first quarter were mainly driven by the demand side, but looking forward, the high point of fiscal stimulus growth in the United States has passed. Residents' disposable income dropped significantly in April, and the demand side may drop quickly.</p><p></li></ul><b>Third, opportunities for China's advanced manufacturing industry are coming, especially the midstream and downstream manufacturing leaders with scientific and technological innovation capabilities, which will benefit from the easing of cost pressures in the future.</b></p><p><ul><li>Since May, in response to the excessive rise in commodity prices, the National Standing Committee, the National Development and Reform Commission and other departments have repeatedly stated that they attach great importance to the adverse effects of rising commodity prices and require all-round curbing of unreasonable rises in commodity prices.<b>The regulation of unreasonable prices of upstream commodities will help alleviate the cost pressure of downstream manufacturing enterprises, and the cyclical stock market is expected to transition from the traditional cycle of midstream and upstream to the midstream and downstream manufacturing industries.</b></p><p></li><li><b>China's manufacturing investment is super-seasonal month-on-month, and its momentum has improved.</b>In April 2021, manufacturing investment increased by 23.8% year-on-year, which was still higher than the seasonal average from 2015 to 2019 month-on-month. The pull on fixed asset investment increased significantly, stronger than real estate and infrastructure.<b>The improvement of manufacturing investment shows that the supporting role of external demand in the economy continues.</b>In April 2021, China's exports (in US dollars) increased by 32.3% year-on-year, higher than the previous value of 30.6%. In April 2021, the profits of industrial enterprises maintained rapid growth, with a year-on-year growth rate of 57.0%.</p><p></li></ul><b>1.3. Investment advice: Actively grasp the long time window, and select cost-effective growth stocks and high-quality value stocks</b></p><p><b>Market outlook:</b>At present, the A-share market has formed a strong unanimous expectation of the century-old Daqing market, and the risk appetite of the Hong Kong stock market has also been positively boosted. However, considering that the overall valuation of the global stock market is high, and there are many variables in political economy and epidemic situation, the market will fluctuate. If there are short-term twists and turns, it is not advisable to blindly chase higher.</p><p><b>Investment strategy: Return to the long logic of growth, select advanced manufacturing, technology, and new consumption, and allocate in-depth value.</b></p><p><ul><li><b>There are greater opportunities for selecting advanced manufacturing industries, especially small and medium-sized scientific and technological giants.</b>Focus on the Jugra cycle of advanced manufacturing, especially in the second half of the year benefiting from China's 14th Five-Year Plan<b>Intelligent manufacturing, new energy vehicles, semiconductors, high-end military manufacturing, new energy, etc. are worthy of optimism.</b></p><p></li><li><b>The new economy leader of Hong Kong stocks with high performance growth and appropriate cost performance, selected medicine, TMT, brand consumption, trendy consumption, property, etc.</b></p><p></li><li><b>Based on depth value, defensive counterattack</b>, including leading state-owned enterprises, securities firms, banks, real estate, insurance, etc. that have the ability and willingness to release profits.</p><p></li></ul></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b6b1a2d7cb6155a301d235b7b7ece66b","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169153092","content_text":"1、6月港股配置思路1.1、回顾：5月策略《五月不穷，逢低做多》得到验证——2月份开始的季度性调整在4月底已到尾声，最迟5月中旬将迎来季度级别的做多窗口期2020年9月上旬我们开始在低位推荐做多港股，在复苏背景下推荐周期核心资产的价值重估。2021年1月底，我们在港股情绪亢奋时，开始泼冷水、提示牛市也有调整风险。2月下旬，我们提出「黄金坑」构筑完成要到二季度。3月底，我们将2021年的行情类比2010年——政策回归正常化，而股市估值体系重估、结构性风险释放。4月初春季策略20210407《初生牛犊不怕虎》判断，二季度美股行情波动放大，但并非系统性风险，而A股和港股有望完成3月份开始的黄金坑底部区域。5月初《五月不穷，逢低做多》指出：2月份开始的季度性调整在4月底已到尾声，最迟5月中旬将迎来季度级别的做多窗口期，要逢低做多，积极把握盈利驱动型的结构性行情。5月14日《黄金坑后行情献礼百年庆，科创板引领「未来核心资产」长牛》中再度强调，美国宽松继续，中国百年大庆前政策环境转暖，A股港股「黄金坑」之后是做多窗口期，提醒投资者布局新的结构性行情。1.2、展望：6月做多不停歇，中美流动性都不会紧，短期市场波动是买点首先，覆水难收，美联储6月份议息会议有望继续鸽派，即便5月份通胀继续走高，也会容忍通胀而坚持鸽派。今年这个5、6月行情之所以跟以往的「五穷六绝」大不同，最大的区别在于：经济复苏但是流动性却没有收紧。5月份的美国通胀数据有望继续走高，可能会引发6月股市的小波折，但不是系统性风险。在美联储新货币政策框架下，更强调就业以及数据依赖，当前美股债台高筑、美国失业率依然高企，美联储不可能收紧。4月份通胀走高之后的市场波折以及美联储的态度，已验证了我们的预判。近期美联储隔夜逆回购（ON RRP）规模持续走高，原因在于财政补贴的发放导致金融市场流动性异常宽松，金融机构资金富余大量参与逆回购，美联储被动回收流动性，并不意味着联储主动收紧。第二，美国补库存周期已至后半段，商品行情到后期，成长曙光来临。美国高频数据显示美国经济，尤其是服务业，复苏继续强劲，PMI持续创新高。5月份，美国Markit制造业PMI为61.5，服务业PMI为70.1，均高于前值并持续创出历史新高，连续11个月处于荣枯线之上。美国服务业加速扩张，主要得益于疫苗的大规模接种普及。美国劳动参与率上升，受益于服务业机会增多，低学历、低龄劳动力已部分流回劳动力市场。美国制造商、批发商库存水平和同比增速已超过疫情前高点，零售库存大幅落后。美国需求增速高点已现，补库存已到后半段。整体而言，一季度在财政刺激的支持下，商品消费快速上升，导致了实际库存的下降。但严重的供需错配推升了通货膨胀，导致名义库存量不降反升。一季度库存变化主要由需求层面带动，但往后来看，美国的财政刺激增速高点已过，4月份居民可支配收入出现明显回落，需求端或较快回落。第三，中国的先进制造业机会来临，特别是具有科创能力的中下游制造业龙头，后续将受益于成本压力的缓解。5月以来，针对大宗商品价格的过快上涨，国常会、发改委等部门先后多次表态，高度重视大宗商品价格攀升带来的不利影响，要求全方位遏制大宗商品价格不合理上涨。对上游大宗商品不合理价格的调控，将有助于减缓下游制造业企业成本压力，周期股行情有望从中上游传统周期向中游和偏下游制造业进行过渡。中国制造业投资环比超季节性，动力改善。2021年4月，制造业投资当月同比增长23.8%，环比仍高于2015-2019年季节性规律均值，对固定资产投资的拉动明显提升，强于地产和基建。制造业投资改善表明外需对经济的支撑作用仍在延续。2021年4月中国出口（以美元计）同比增长32.3%，高于前值的30.6%。2021年4月工业企业利润维持高速增长，同比增速为57.0%。1.3、投资建议：积极把握住做多时间窗口，精选高性价比的成长股和绩优价值股行情展望：目前A股市场已经形成百年大庆行情的强烈一致预期，港股市场的风险偏好也受正面提振，但考虑到，全球股市整体估值偏高、政治经济和疫情的变数众多，因此，行情将震荡上行，不宜盲目追高，若有短期波折反而是买点。投资策略：回归成长的长逻辑，精选先进制造、科技、新消费，配置深度价值。精选先进制造业，特别是中小市值科创型「小巨人」的机会更大。聚焦先进制造业的朱格拉周期，特别是下半年受益于中国「十四五规划」的智能制造、新能源车、半导体、军工高端制造、新能源等值得看好。业绩高增长且性价比合适的港股新经济龙头，精选医药、TMT、品牌消费、新潮消费、物业等。立足深度价值，防守反击，包括有能力和有意愿释放利润的国企龙头、券商、银行、地产、保险等。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192709320908896,"gmtCreate":1688090092824,"gmtModify":1688090095771,"author":{"id":"3558657583202309","authorId":"3558657583202309","name":"红色金刚","avatar":"https://static.tigerbbs.com/60ea5179e1529674f308547e56f26874","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558657583202309","idStr":"3558657583202309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a><v-v data-views=\"1\"></v-v>","text":"$小鹏汽车-W(09868)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192709320908896","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":665295674,"gmtCreate":1667293335103,"gmtModify":1676537892833,"author":{"id":"3558657583202309","authorId":"3558657583202309","name":"红色金刚","avatar":"https://static.tigerbbs.com/60ea5179e1529674f308547e56f26874","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558657583202309","idStr":"3558657583202309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>","text":"$腾讯控股(00700)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/665295674","isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893175238,"gmtCreate":1628251446224,"gmtModify":1703503963049,"author":{"id":"3558657583202309","authorId":"3558657583202309","name":"红色金刚","avatar":"https://static.tigerbbs.com/60ea5179e1529674f308547e56f26874","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558657583202309","idStr":"3558657583202309"},"themes":[],"htmlText":"yyds","listText":"yyds","text":"yyds","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/893175238","repostId":"1144424668","repostType":4,"repost":{"id":"1144424668","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":1628251171,"share":"https://ttm.financial/m/news/1144424668?lang=en_US&edition=fundamental","pubTime":"2021-08-06 19:59","market":"us","language":"zh","title":"Insider confirms BYD to supply'blade batteries' to Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1144424668","media":"老虎资讯综合","summary":"据美港电讯报道，日前，有媒体称，从多位知情人士处获悉，比亚迪即将于明年第二季度向特斯拉供应“刀片电池”。今日，对于此事，又有比亚迪内部人士向媒体透露，比亚迪将向特斯拉供应“刀片电池”一事属实，并且首款","content":"<p>According to US-Hong Kong Telecom, a few days ago, some media said that they learned from a number of people familiar with the matter that,<a href=\"https://laohu8.com/S/002594\">BYD</a>It will be launched in the second quarter of next year<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Supply \"Blade Batteries\". Today, regarding this matter, another BYD insider revealed to the media that it is true that BYD will supply \"blade batteries\" to Tesla, and the first model may be Model Y.</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>Insider confirms BYD to supply'blade batteries' to Tesla</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\">\nInsider confirms BYD to supply'blade batteries' to Tesla\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\">2021-08-06 19:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>According to US-Hong Kong Telecom, a few days ago, some media said that they learned from a number of people familiar with the matter that,<a href=\"https://laohu8.com/S/002594\">BYD</a>It will be launched in the second quarter of next year<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Supply \"Blade Batteries\". Today, regarding this matter, another BYD insider revealed to the media that it is true that BYD will supply \"blade batteries\" to Tesla, and the first model may be Model Y.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/45e5e005a453a59287c71f4cbf428610","relate_stocks":{"TSLA":"特斯拉","002594":"比亚迪","01211":"比亚迪股份"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144424668","content_text":"据美港电讯报道，日前，有媒体称，从多位知情人士处获悉，比亚迪即将于明年第二季度向特斯拉供应“刀片电池”。今日，对于此事，又有比亚迪内部人士向媒体透露，比亚迪将向特斯拉供应“刀片电池”一事属实，并且首款车型或为Model Y。","news_type":1,"symbols_score_info":{"TSLA":0.9,"002594":0.9,"01211":0.9}},"isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
