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2022-10-27

[财迷]

A big jump of 638%! LogicBio (LOGC.US) Strikes Acquisition Deal with AstraZeneca Subsidiary

2022-04-07

2023 yes...tesla ev maxpro for the market "go green"country..almost

2022-03-17

🥶💸

rate hike 7 times this year, can the Fed do it?

2022-03-03

🤭

Reservation users cancel orders after "Tesla killer" announces price increases

2022-03-01

💸

Why are the "Blackberries" extinct?

2022-03-01

🏃🏽‍♂️

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2022-03-01

🤭

Sorry, the original content has been removed

2022-02-28

😰

"Financial Nuclear Bomb" SWIFT, Bombing Russia, Wounding the World

2022-02-25

🥺...

Pre-market | Geopolitical risks are not gone! 'Hardest' inflation gauge hits

2022-02-25

🤷🏻‍♂️..so what.russian 💪👌

Sorry, the original content has been removed

2022-02-23

👍

One picture to understand | How does geopolitical risk affect asset prices?

2022-02-21

😱👻

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2022-02-21

😬

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2022-02-19

😎

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2022-02-17

🥶

Sorry, the original content has been removed

2022-02-15

😅

Nobel Prize winner explains in detail: How Musk succeeded by "bastard thinking"

2022-02-14

sole

The "lover" of the stock god: After six years together, where did Buffett fall in love with Apple?

2022-02-14

😵🥶

Market Overview | 300 billion "Coupon Mao" once crashed, and financial real estate fell! What's happening

2022-02-13

😇

Apple executives may need to testify in Justice Department's Google search lawsuit

2022-02-13

💣

What does the war in Ukraine mean for markets if it breaks out?

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Shares of Lexington (LOGC.US) jumped 637.61% on Monday on the news.</p><p><img src=\"https://img.zhitongcaijing.com/image/20221004/1664843856700190.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1664843856700190.png\"/></p><p>Under the terms of the agreement, Alexion will initiate a cash offer through a subsidiary to acquire all outstanding shares of LogicBio at a price of $2.07 per share. The transaction was unanimously approved by the boards of directors of both parties. Alexion plans to close the deal in 4 to 6 weeks, and LogicBio employees will remain in their current positions.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A big jump of 638%! 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LogicBio (LOGC.US) Strikes Acquisition Deal with AstraZeneca Subsidiary\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-10-04 08:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Zhitong Finance APP learned that on October 3rd,<a href=\"https://laohu8.com/S/AZN\">AstraZeneca</a>Alexion, a subsidiary of the rare diseases business, announced that it has reached a definitive acquisition agreement with Lexington Corporation (LOGC.US). The acquisition plan aims to rapidly accelerate Alexion's growth in genomic drugs through LogicBio's unique technology, experienced rare disease R&D team, and expertise in preclinical development. Shares of Lexington (LOGC.US) jumped 637.61% on Monday on the news.</p><p><img src=\"https://img.zhitongcaijing.com/image/20221004/1664843856700190.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1664843856700190.png\"/></p><p>Under the terms of the agreement, Alexion will initiate a cash offer through a subsidiary to acquire all outstanding shares of LogicBio at a price of $2.07 per share. The transaction was unanimously approved by the boards of directors of both parties. Alexion plans to close the deal in 4 to 6 weeks, and LogicBio employees will remain in their current positions.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/801488.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AZN":"阿斯利康","BK4139":"生物科技","BK4007":"制药","LOGC":"ContextLogic Holdings Inc.","BK4568":"美国抗疫概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/801488.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2272889814","content_text":"智通财经APP获悉，10月3日，阿斯利康罕见病业务子公司Alexion宣布，已与Lexington公司(LOGC.US)达成最终收购协议。此次收购计划旨在通过LogicBio的独特技术、经验丰富的罕见病研发团队以及临床前开发方面的专业知识，快速加速Alexion在基因组药物领域的增长。受此消息影响，周一Lexington(LOGC.US)股价大涨637.61%。根据协议条款，Alexion将通过子公司发起现金收购要约，以每股2.07美元的价格收购LogicBio的所有流通股。双方董事会一致批准了该交易。Alexion计划在4到6周内完成交易，LogicBio员工将保留在当前职位。","news_type":1,"symbols_score_info":{"AZN":1,"LOGC":1}},"isVote":1,"tweetType":1,"viewCount":3218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012649009,"gmtCreate":1649331102626,"gmtModify":1676534492614,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"2023 yes...tesla ev maxpro for the market&nbsp; \"go green\"country..almost","listText":"2023 yes...tesla ev maxpro for the market&nbsp; \"go green\"country..almost","text":"2023 yes...tesla ev maxpro for the market \"go green\"country..almost","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012649009","isVote":1,"tweetType":1,"viewCount":3163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035374504,"gmtCreate":1647526732621,"gmtModify":1676534240696,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"🥶💸","listText":"🥶💸","text":"🥶💸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035374504","repostId":"1181924326","repostType":2,"repost":{"id":"1181924326","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1647506263,"share":"https://ttm.financial/m/news/1181924326?lang=en_US&edition=fundamental","pubTime":"2022-03-17 16:37","market":"us","language":"zh","title":"rate hike 7 times this year, can the Fed do it?","url":"https://stock-news.laohu8.com/highlight/detail?id=1181924326","media":"华尔街见闻","summary":"部分经济学家对美联储加息7次的预期表示怀疑，认为他们是否真的采取行动，是一个悬而未决的问题。美联储激进的加息计划，可能会在对抗通胀的同时使经济陷入衰退。周三，美联储将利率上调了25个基点，这是自201","content":"<p><html><head></head><body>Some economists doubt the expectation of seven rate hike by the Federal Reserve, thinking that it is an open question whether they actually take action. The Fed's aggressive rate hike plan, which could plunge the economy into recession while fighting inflation.</p><p>On Wednesday, the Federal Reserve raised interest rates by 25 basis points, the first rate hike since 2018. Meanwhile, its forecasts show that Fed officials expect another six rate hike this year and three rate hike next year.</p><p>This is a radical rate hike campaign, but it also begs the question:<b>Can the Fed succeed without seriously damaging the economy?</b></p><p><b>'The Fed is too aggressive'</b></p><p>Some economists believe the Fed may not act as expected because it could hurt the economy.</p><p>According to CNBC, James Paulsen, chief investment strategist at Leuthold Group, said the bond market had priced in seven rate hike even before the meeting, but many economists had expected that the Fed would only rate hike five to six times:</p><p>This has largely been priced in, but the bigger question for the market is whether we will see a recession. While economists did not explicitly predict a recession, they did see a slowdown in economic growth, and the outlook has become more uncertain since Russia's military campaign. The Ukraine crisis has also fueled inflation, as Russia is a major commodity producer, while the conflict and sanctions have raised suspicions about the supply of oil, wheat and other major exports.</p><p>Simona Mocuta, chief analyst at State Street Global Advisors, made it clear:<b>\"I think the Fed has been too aggressive in this regard.</b>How the economy will develop is highly uncertain. They may not materialize. But to be sure, the Fed is sending a very strong message.... I still doubt that there will be so many rate hike. \"</p><p>Economists had expected the Fed to be hawkish or aggressive in its first rate hike. Many had argued that the Fed's decision-making was lagging because the Fed initially believed inflation was temporary, a view that has persisted for far too long.</p><p>Mocuta said,<b>The Fed may first rate hike a few times, but should reconsider the path of rate hike and economic conditions in the third quarter.</b></p><p>If the Russia-Ukraine conflict improves, some pressures on inflation and supply chains will ease. Some of the supply chain pressures brought on by the pandemic may also subside over time.</p><p>Drew Matus, chief market strategist at Metropolitan Investment Management, said:</p><p>What I'm trying to say is, they're sending out the signals they need to send,<b>But whether they actually take action is an open question.</b>The data shows that the U.S. CPI jumped to a 40-year high of 7.9% in February and is expected to rise further in March.</p><p>The Fed expects core inflation to be 4.1% this year and to fall to 2.6% next year after a rate hike. They also forecast that GDP will grow by 4% this year and fall to 2.2% by 2023. The unemployment rate is expected to fall to 3.5% and will remain at that level.</p><p>\"A lot of their predictions are meaningless... there are some holes in the logic,\" Matus argues.</p><p>He noted that,<b>One of the loopholes is that if the Fed does raise interest rates at the rate it expects, it will fail to achieve this economic forecast.</b></p><p>'They're serious'</p><p>But others do expect the Fed to continue its rate hike, with some Wall Streeters predicting seven rate hike this year.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Mark Cabana, head of U.S. short-term interest rate strategy, said:</p><p>They mean it. They're really way behind the curve when it comes to inflation. Those who think they can't do 7 rate hike, will face a serious blow. Diane Swonk, chief economist at Grant Thornton, believes markets should take the Fed's word for it:</p><p>We cannot risk stagflation. They acknowledge that they now expect inflation to last longer, and that it's not just a Ukraine problem. Seeing the market's reaction, they clearly didn't believe it. This is a major shift in the outlook for the Fed's rate hike. They're doing it for a reason, not just someone at the Fed.<b>This is a systemic move by the entire Fed, even by the most dovish of Fed officials.</b>The Fed's unemployment forecast may not be reasonable, but the Fed does want to cool down inflation, Swonk said.</p><p>If Fed officials act as expected, there is a risk. She said:<b>\"When I simulate the scenario of rate hike seven times, which is my forecast, I think the average growth of the economy in the second half of the year will stop at 1%. This is a semi-hard landing.\"</b></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>rate hike 7 times this year, can the Fed do it?</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\">\nrate hike 7 times this year, can the Fed do it?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2022-03-17 16:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Some economists doubt the expectation of seven rate hike by the Federal Reserve, thinking that it is an open question whether they actually take action. The Fed's aggressive rate hike plan, which could plunge the economy into recession while fighting inflation.</p><p>On Wednesday, the Federal Reserve raised interest rates by 25 basis points, the first rate hike since 2018. Meanwhile, its forecasts show that Fed officials expect another six rate hike this year and three rate hike next year.</p><p>This is a radical rate hike campaign, but it also begs the question:<b>Can the Fed succeed without seriously damaging the economy?</b></p><p><b>'The Fed is too aggressive'</b></p><p>Some economists believe the Fed may not act as expected because it could hurt the economy.</p><p>According to CNBC, James Paulsen, chief investment strategist at Leuthold Group, said the bond market had priced in seven rate hike even before the meeting, but many economists had expected that the Fed would only rate hike five to six times:</p><p>This has largely been priced in, but the bigger question for the market is whether we will see a recession. While economists did not explicitly predict a recession, they did see a slowdown in economic growth, and the outlook has become more uncertain since Russia's military campaign. The Ukraine crisis has also fueled inflation, as Russia is a major commodity producer, while the conflict and sanctions have raised suspicions about the supply of oil, wheat and other major exports.</p><p>Simona Mocuta, chief analyst at State Street Global Advisors, made it clear:<b>\"I think the Fed has been too aggressive in this regard.</b>How the economy will develop is highly uncertain. They may not materialize. But to be sure, the Fed is sending a very strong message.... I still doubt that there will be so many rate hike. \"</p><p>Economists had expected the Fed to be hawkish or aggressive in its first rate hike. Many had argued that the Fed's decision-making was lagging because the Fed initially believed inflation was temporary, a view that has persisted for far too long.</p><p>Mocuta said,<b>The Fed may first rate hike a few times, but should reconsider the path of rate hike and economic conditions in the third quarter.</b></p><p>If the Russia-Ukraine conflict improves, some pressures on inflation and supply chains will ease. Some of the supply chain pressures brought on by the pandemic may also subside over time.</p><p>Drew Matus, chief market strategist at Metropolitan Investment Management, said:</p><p>What I'm trying to say is, they're sending out the signals they need to send,<b>But whether they actually take action is an open question.</b>The data shows that the U.S. CPI jumped to a 40-year high of 7.9% in February and is expected to rise further in March.</p><p>The Fed expects core inflation to be 4.1% this year and to fall to 2.6% next year after a rate hike. They also forecast that GDP will grow by 4% this year and fall to 2.2% by 2023. The unemployment rate is expected to fall to 3.5% and will remain at that level.</p><p>\"A lot of their predictions are meaningless... there are some holes in the logic,\" Matus argues.</p><p>He noted that,<b>One of the loopholes is that if the Fed does raise interest rates at the rate it expects, it will fail to achieve this economic forecast.</b></p><p>'They're serious'</p><p>But others do expect the Fed to continue its rate hike, with some Wall Streeters predicting seven rate hike this year.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Mark Cabana, head of U.S. short-term interest rate strategy, said:</p><p>They mean it. They're really way behind the curve when it comes to inflation. Those who think they can't do 7 rate hike, will face a serious blow. Diane Swonk, chief economist at Grant Thornton, believes markets should take the Fed's word for it:</p><p>We cannot risk stagflation. They acknowledge that they now expect inflation to last longer, and that it's not just a Ukraine problem. Seeing the market's reaction, they clearly didn't believe it. This is a major shift in the outlook for the Fed's rate hike. They're doing it for a reason, not just someone at the Fed.<b>This is a systemic move by the entire Fed, even by the most dovish of Fed officials.</b>The Fed's unemployment forecast may not be reasonable, but the Fed does want to cool down inflation, Swonk said.</p><p>If Fed officials act as expected, there is a risk. She said:<b>\"When I simulate the scenario of rate hike seven times, which is my forecast, I think the average growth of the economy in the second half of the year will stop at 1%. This is a semi-hard landing.\"</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{"513500":"标普500ETF博时","SPY":"标普500ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","OEX":"标普100","PSQ":"做空纳斯达克100指数ETF-ProShares","SH":"做空标普500-Proshares","DOG":"道指ETF-ProShares做空",".DJI":"道琼斯","BK4534":"瑞士信贷持仓","SDOW":"三倍做空道指30ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","UDOW":"三倍做多道指30ETF-ProShares","OEF":"标普100指数ETF-iShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DJX":"1/100道琼斯","SPXU":"三倍做空标普500ETF-ProShares","TQQQ":"纳指三倍做多ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181924326","content_text":"部分经济学家对美联储加息7次的预期表示怀疑，认为他们是否真的采取行动，是一个悬而未决的问题。美联储激进的加息计划，可能会在对抗通胀的同时使经济陷入衰退。周三，美联储将利率上调了25个基点，这是自2018年以来的首次加息。与此同时，其预测显示，美联储官员预计今年将再加息6次，明年将加息3次。这是一场激进的加息运动，但也引出了一个问题：美联储能否在不严重损害经济的情况下取得成功？“美联储过于激进了”一些经济学家认为，美联储可能不会按预期行事，因为这可能会损害经济。据CNBC报道，Leuthold Group的首席投资策略师James Paulsen表示，甚至在会议之前，债券市场就已经消化了7次加息，但许多经济学家曾预计，美联储只会加息5到6次：这在很大程度上已经被消化，但市场面临的更大问题是，我们是否会看到经济衰退。虽然经济学家没有明确预测经济会衰退，但他们确实看到经济增长放缓，而且自从俄罗斯的军事行动以来，前景变得更加不明朗。乌克兰危机也加剧了通胀，因为俄罗斯是主要的大宗商品生产国，而冲突和制裁引发了人们对石油、小麦和其他主要出口产品供应的怀疑。道富环球顾问首席分析师Simona Mocuta明确表示：“我认为美联储在这方面过于激进了。经济如何发展是高度不确定的。它们可能不会实现。但可以肯定的是，美联储传递了一个非常强烈的信息. ...我仍然怀疑是否会有这么多的加息次数。”经济学家们曾预计，美联储在首次加息时，会表现出鹰派或激进的态度。许多人曾认为美联储的决策滞后，因为美联储最初认为通胀是暂时的，而这种观点已经持续了太久。Mocuta表示，美联储可能会先加息几次，但在第三季度时应重新考虑加息的路径和经济状况。如果俄乌冲突有所改善，通胀和供应链方面的一些压力将会缓解。随着时间的推移，疫情带来的一些供应链压力也可能消退。大都会投资管理公司首席市场策略师Drew Matus表示：我想说的是，他们在发出他们需要发出的信号，但他们是否真的采取行动，这是一个悬而未决的问题。数据显示，美国2月份CPI跃升至7.9%的40年新高，预计3月份还会进一步上升。美联储预计，今年的核心通胀率将为4.1%，加息后明年将降至2.6%。他们还预测今年GDP将增长4%，到2023年将降至2.2%。预计失业率将降至3.5%，并将维持在这一水平。Matus认为：“他们的很多预测都是没有意义的...在逻辑上有一些漏洞。”他指出，其中一个漏洞是，如果美联储真的按照预期的速度升息，将无法实现这一经济预测。“他们是认真的”但其他人确实预计美联储会继续加息，一些华尔街人士预测今年将加息7次。美国银行美国短期利率策略主管Mark Cabana表示：他们是认真的。他们在通胀方面真的远远落后于曲线。那些认为他们不能进行7次加息的人，将面临严重的打击。Grant Thornton的首席经济学家Diane Swonk认为，市场应该相信美联储的话：我们不能冒着滞胀的风险。他们承认，他们现在预计通胀会持续更长时间，而且这不仅仅是乌克兰的问题。看到市场的反应，他们显然不相信。这是美联储加息前景的重大转变。他们这么做是有原因的，不仅仅是美联储的某个人。这是整个美联储的系统性举措，即使是最鸽派的美联储官员也不例外。Swonk表示，美联储对失业率的预测可能不合理，但美联储确实希望给通胀降温。如果美联储官员按照预期的行动，就存在风险。她说：“当我模拟7次加息的情景时，也就是我的预测，我认为经济在下半年的平均增长将止步于1%。这是一次半硬着陆。”","news_type":1,"symbols_score_info":{"513500":0.9,"SQQQ":0.9,"SPY":0.9,"DXD":0.9,"QLD":0.9,".DJI":0.9,"UDOW":0.9,"QID":0.9,"OEF":0.9,"DJX":0.9,"OEX":0.9,"TQQQ":0.9,"SH":0.9,"SPXU":0.9,"DOG":0.9,"QQQ":0.9,"PSQ":0.9,".IXIC":0.9,"SDOW":0.9}},"isVote":1,"tweetType":1,"viewCount":3196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033509211,"gmtCreate":1646303160158,"gmtModify":1676534114789,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"🤭","listText":"🤭","text":"🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033509211","repostId":"1101023228","repostType":4,"repost":{"id":"1101023228","kind":"news","pubTimestamp":1646302335,"share":"https://ttm.financial/m/news/1101023228?lang=en_US&edition=fundamental","pubTime":"2022-03-03 18:12","market":"us","language":"zh","title":"Reservation users cancel orders after \"Tesla killer\" announces price increases","url":"https://stock-news.laohu8.com/highlight/detail?id=1101023228","media":"新浪科技","summary":"Rivian旗下一些车型涨价幅度超过12000美元，有些甚至达到2万美元。","content":"<p><html><head></head><body>On the afternoon of March 3, Beijing time, it is reported that a poll shows that buyers are canceling reservations at an \"alarming\" rate after American electric vehicle startup Rivian significantly increased the price of its products.</p><p>Rivian announced yesterday that the price of its electric vehicle products will increase sharply, with some configurations increasing the price of models by more than $12,000, and some even reaching $20,000. To make matters worse, the increase applies equally to buyers who have already booked years ago, much to their dissatisfaction.</p><p>Some buyers have said on forums and social media that they will cancel their orders either because they don't want to pay a higher price or because they feel they have been cheated. A poll showed a high percentage of cancellations.</p><p>Of the more than 3,000 respondents, the majority cancelled their orders, and a few have yet to make a decision. Rivian had revealed late last year that more than 70,000 people had booked the R1T electric pickup truck and the R1S electric SUV.</p><p>For this price increase, Rivian gave the reasons: inflation and rising material costs. But many frustrated bookers say that if that were the case, the price increase would be small and gradual. As a result, many suspect that the real reason for the price increase is that while ramping up production, Rivian cannot achieve the highest enough profit margin, so passing the cost on to customers.</p><p>According to industry insiders, it is indeed frustrating to raise prices for reservation users, but it may be the only way for Rivian to survive. And, even if the majority of bookers cancel their orders, there may still be about 10,000 people willing to buy, which should be enough to get Rivian into mass production and gradually reduce costs. Eventually, Rivian has the potential to reach a wider range of customers with lower-priced R1Ts and R1S from 2023 to 2024.</p><p>Rivian, known as the \"Tesla killer\", was founded in 2009 and received an initial investment from Amazon that year. At the time, Rivian was valued at just $1 billion to $2 billion. Since then, Amazon has continuously invested in Rivian's multiple rounds of financing.</p><p></body></html></p>","source":"lsy1635144614083","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>Reservation users cancel orders after \"Tesla killer\" announces price increases</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\">\nReservation users cancel orders after \"Tesla killer\" announces price increases\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪科技</strong><span class=\"h-time small\">2022-03-03 18:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On the afternoon of March 3, Beijing time, it is reported that a poll shows that buyers are canceling reservations at an \"alarming\" rate after American electric vehicle startup Rivian significantly increased the price of its products.</p><p>Rivian announced yesterday that the price of its electric vehicle products will increase sharply, with some configurations increasing the price of models by more than $12,000, and some even reaching $20,000. To make matters worse, the increase applies equally to buyers who have already booked years ago, much to their dissatisfaction.</p><p>Some buyers have said on forums and social media that they will cancel their orders either because they don't want to pay a higher price or because they feel they have been cheated. A poll showed a high percentage of cancellations.</p><p>Of the more than 3,000 respondents, the majority cancelled their orders, and a few have yet to make a decision. Rivian had revealed late last year that more than 70,000 people had booked the R1T electric pickup truck and the R1S electric SUV.</p><p>For this price increase, Rivian gave the reasons: inflation and rising material costs. But many frustrated bookers say that if that were the case, the price increase would be small and gradual. As a result, many suspect that the real reason for the price increase is that while ramping up production, Rivian cannot achieve the highest enough profit margin, so passing the cost on to customers.</p><p>According to industry insiders, it is indeed frustrating to raise prices for reservation users, but it may be the only way for Rivian to survive. And, even if the majority of bookers cancel their orders, there may still be about 10,000 people willing to buy, which should be enough to get Rivian into mass production and gradually reduce costs. Eventually, Rivian has the potential to reach a wider range of customers with lower-priced R1Ts and R1S from 2023 to 2024.</p><p>Rivian, known as the \"Tesla killer\", was founded in 2009 and received an initial investment from Amazon that year. At the time, Rivian was valued at just $1 billion to $2 billion. Since then, Amazon has continuously invested in Rivian's multiple rounds of financing.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/tech/2022-03-03/doc-imcwipih6425622.shtml\">新浪科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37d8ba54faa1a9d08aed79d6e8240d1f","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://finance.sina.com.cn/tech/2022-03-03/doc-imcwipih6425622.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101023228","content_text":"北京时间3月3日下午消息，据报道，一项民意调查显示，在美国电动汽车初创公司Rivian大幅提高产品价格后，买家正以“令人震惊”的速度取消预订。Rivian昨日宣布，旗下电动汽车产品将大幅涨价，一些配置的车型涨价幅度超过12000美元，有些甚至达到2万美元。更糟糕的是，此次涨价同样适用于几年前就已经预订的买家，这让他们非常不满。一些买家在论坛和社交媒体上表示，他们将取消订单，要么是不想支付更高的价格，要么是因为觉得自己被欺骗。一项民意调查显示，取消预订的比例很高。在3000多名受访者中，大多数人取消了他们的订单，还有一部分人尚未做出决定。Rivian去年年底曾透露，有超过7万人预订了R1T电动皮卡车和R1S电动SUV。对于此次涨价，Rivian给出的理由是：通货膨胀和材料成本上涨。但许多沮丧的预订者表示，如果真是这样，那么价格上涨的幅度会很少，而且会循序渐进。因此，许多人怀疑，涨价的真正原因是：在提高产量的同时，Rivian无法获得最够高的利润率，因此将成本转嫁给客户。有业内人士称，对预订用户涨价确实令人沮丧，但这可能是Rivian生存的唯一途径。而且，即使大多数预订者取消了订单，可能仍会有约1万人愿意购买，这应该足以让Rivian进行量产，并逐渐降低成本。最终，Rivian有可能在2023年至2024年推出价格更低的R1T和R1S，从而接触到更广泛的客户。Rivian被誉为“特斯拉杀手”，成立于2009 年，并在当年获得了额亚马逊的初期投资。当时，Rivian的估值仅为10亿美元至20亿美元。此后，亚马逊又连续投资了Rivian的多轮融资。","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":2923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039702074,"gmtCreate":1646112242355,"gmtModify":1676534092865,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"💸","listText":"💸","text":"💸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039702074","repostId":"2216561194","repostType":4,"repost":{"id":"2216561194","kind":"highlight","weMediaInfo":{"introduction":"有品好玩的科技，一切与你有关","home_visible":1,"media_name":"品玩","id":"1086141561","head_image":"https://static.tigerbbs.com/b02e1edb8fd87972c9239aa3a01b9bc8"},"pubTimestamp":1646106078,"share":"https://ttm.financial/m/news/2216561194?lang=en_US&edition=fundamental","pubTime":"2022-03-01 11:41","market":"us","language":"zh","title":"Why are the \"Blackberries\" extinct?","url":"https://stock-news.laohu8.com/highlight/detail?id=2216561194","media":"品玩","summary":"对于这种曾经辉煌的品牌来讲，用“黑莓们”来形容或许最为贴切。为什么仅仅过了10多年，“黑莓们”就从大众视野中消失，给人一种濒临灭绝感，很少再听到这些品牌的声音？于是在当时环境下，黑莓也因“安全”闻名于世。三个最高层对于战略层面无法达成一致，也为黑莓的没落埋下了种子。而在一次非常重要的董事会上，Mike Lazaridis拿出带键盘的黑莓手机明确表示，自己并不认为没有键盘的黑莓手机能够成功。","content":"<p><html><head></head><body>Just as all manufacturers took advantage of the \"Golden March\" to launch new machines, the long-unappeared<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>Mobile phones, a news that is \"painless\" for the digital circle, announced that it will take over TCL's continued research and development in 2020<a href=\"https://laohu8.com/S/BB\">Blackberry</a>OnwardMobilitzh, the manufacturer of mobile phone business, officially announced that it would stop the research and development of new BlackBerry products and give up the mobile phone business.</p><p><img src=\"https://static.tigerbbs.com/8dab868dd50859e0c81bb49e2aa6defa\" tg-width=\"600\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>OnwardMobilitzh Statement</p><p>In other words, the development project of BlackBerry full-keyboard 5G mobile phone after being \"taken over\" by OnwardMobilitzh was officially stopped. An era may have come to an end.</p><p>From the \"911 incident\" that stood out among a number of feature phones and became a \"safety benchmark\", to the stop of development after changing hands several times, the fate of BlackBerry is embarrassing. But in fact, it is not only BlackBerry, but also the contemporary hit Plam and the Symbian overlord of the year<a href=\"https://laohu8.com/S/NOK\">Nokia</a>All these brands sought after by thousands of people in those days are doomed.</p><p>For this once brilliant brand, \"Blackberries\" may be the most appropriate description.</p><p>Why have the \"Blackberries\" disappeared from public view after just over 10 years, giving a sense of endangered extinction and rarely hearing from these brands again?</p><p><img src=\"https://static.tigerbbs.com/101628628e6c13378da77ea187c8c1ff\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>BlackBerry Priv with sliding full keyboardCredit LU</p><p>Although I'm not a BBer, as a mobile phone player, whenever I hear BlackBerry, two words often come to mind, \"security\" and \"business high-end\".</p><p>When the \"911 Incident\" occurred in 2003, because the incident occurred in a densely populated area, everyone used mobile phones to seek contact with the outside world after the incident, resulting in the situation that although there was a signal, the channel was crowded and the message was blocked, which made almost half of the communication equipment in the United States in a semi-paralyzed state.</p><p>In this case, BlackBerry with BES/BIS service has an independent channel, so it can still contact the outside world when the public channel is blocked, so as to send and receive real-time messages. This incident made BlackBerry quickly out of the circle, coupled with the frequent exposure of senior \"berry powder\": Obama, Beckham and other politicians and stars, which also made this mobile phone popular among the masses. Before the rise of all kinds of communication software, BlackBerry's unique BES/BIS service can actively PUSH mail to personal BlackBerry devices with low latency and efficiency, thus gaining unanimous recognition from business people.</p><p>(P.S. Early emails could not be actively pushed to the user's mobile device, and the device needed to actively refresh the mailbox every once in a while to achieve the purpose of obtaining emails, while BlackBerry's BES/BIS could, so this was the main reason why it was favored by business people in that era.)</p><p><img src=\"https://static.tigerbbs.com/cbd623561710fb5633805e4c2f2b3cbd\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Blackberry 7100i & 8707 Credit LU</p><p>In addition, whether it is BIS or BES, the published information needs full-channel encryption in the server. So in the environment at that time, BlackBerry was also famous for its \"security\". From the government to the public, this almost one-color mobile phone with a full keyboard as standard has been an unprecedented success.</p><p>The iPhone was born in 2007, but this had little impact on BlackBerry at that time. BlackBerry was still at the forefront of the rankings with a high market share, and what led to BlackBerry's fiasco was actually inseparable from its own internal management team.</p><p><h2>Internal worry is actually the \"main cause\"</h2>In the face of such a changing environment, RIM, which has released a number of BlackBerry phones, can only be described as \"chaotic\" internally.</p><p>One of the \"culprits\" that could cause the company's demise was BlackBerry's two co-CEOs: Mike Lazaridis and Jim Balsillie.</p><p>Mike Lazaridis is responsible for engineering, product management and supply chain, while Jim Balsillie is responsible for sales, finance and other enterprise functions. The two collaborate with each other and collaborate together.</p><p>Although this distribution method can improve efficiency, it can also lead to a series of problems. For example, there is a disagreement between the subordinate teams of the two CEOs, and it is impossible to establish an accountability system. This phenomenon of mutual blaming directly leads to the slowdown of the company's development of new products, and has an impact on the company's \"strategic decision-making\".</p><p>The ideological problems among founders also directly affect the company's major decisions. For example, Jim Balsillie once put forward a bold suggestion: let BlackBerry Messenger (BBM for short), an instant messaging software in BlackBerry, support cross-platform services to replace the short message sending system (SMS for short) in mobile phones.</p><p>Although instant messaging software is now everywhere, and cross-platform is reasonable (iMessage is talking about you), this plan was directly rejected at that time by Thorsten Heins, the new CEO supported by another founder, Mike Lazaridis.</p><p><img src=\"https://static.tigerbbs.com/72a43ec5a0226dcf6be2907afa8008a8\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>BlackBerry executives from left to right are : Jim Balsillie, Mike Lazaridis, Thorsten Heins</p><p>Until the rise of iOS and Android, instant messaging software such as Kik and WhatsApp sprang up like mushrooms, which made BlackBerry realize that \"timely communication\" is the general direction in the future. At this time, Jim Balsillie suddenly woke up and began to publicize to operators that BlackBerry's BBM could be used as an enhanced version of SMS, and RIM shared profits with operators (and wanted money).</p><p>However, internal Thorsten Heins and his team have always been skeptical of this plan, while Mike Lazaridis supports it, but is worried about the cost and risk... The three highest levels can't reach an agreement on the strategic level, which also sows the seeds for BlackBerry's decline.</p><p>Soon after, Jim Balsillie left directly because the company finally decided to cancel BBM's cross-platform strategy after a \"prudent\" decision.</p><p>Not only was there no agreement on software development, but several executives were at odds with other aspects of the company.</p><p>After the failure of the tablet project PlayBook and the extension of the development cycle of the new system BlackBerry OS 10, there was a dispute within the company about how to present BlackBerry OS 10: the originally planned strategy was to release the touch screen version of the system first, because the sales of BlackBerry devices with full keyboard equipped with BlackBerry OS 7 were obviously declining. Mike Lazaridis believes that the company should give priority to the keyboard version of BlackBerry OS 10 to quickly recover the lost hardcore BlackBerry fans.</p><p><img src=\"https://static.tigerbbs.com/f46a7e47ab65e643190f2d059769d973\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The tablet device in the upper right corner is the failed PlaybookCredit LU</p><p>\"This is our very existence, our iconic device, the keyboard is one of the reasons they bought the BlackBerry,\" Mike Lazaridis told an executive at the company.</p><p>But Thorsten Heins' new management team is tough: \"Full touch is the market trend\".</p><p>Give up its own advantages and directly take out touch-screen mobile phones. The development team behind this high-hoped Z10 can't apply the essence accumulated by BlackBerry to new products. The compatibility with old devices and the unfriendliness of new devices to third-party developers have all led to the third-party application of BlackBerry OS 10 being delayed to keep up, and the software ecological development of BlackBerry's new system has become extremely difficult.</p><p>At a very important board meeting, Mike Lazaridis took out a BlackBerry with a keyboard and made it clear that he didn't think a BlackBerry without a keyboard could succeed.</p><p><img src=\"https://static.tigerbbs.com/7fcaff9f4776562ea2132a355a10011e\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>BlackBerry's first full-touch device, the Z10Credit LU</p><p>Mike Lazaridis warned directors that moving from a product well used by corporate customers to entering the competitive full-touch smartphone market was a major mistake. At a time when iPhone and Android phones were gradually becoming mainstream models, this view was no different from directly announcing that the brand was beginning to decline.</p><p>In 2015, BlackBerry switched to Android in desperation. Although some Android phones with both touch screens and full keyboards were launched later, the final trend was decided.</p><p><img src=\"https://static.tigerbbs.com/9eb3bb6b78434ab7047f79bff53d0e94\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>KEY TWO and KEY ONE by TCL OEMCredit LU</p><p><b>Throughout, BlackBerry's \"turning a blind eye and admiring itself\" is one of the reasons for its rapid decline.</b></p><p><h2>\"iPhone\" killers</h2>The emergence of iOS and Android is like a \"catalyst for decline\". The arrival of a \"new era\" of smart phones led by iPhone and Android phones only accelerated their demise for mobile phone brands that could \"linger\" at that time. But for brands like BlackBerry, which still had a high share at that time, it was not without opportunities.</p><p>At the beginning of the release of iPhone, Verizon, a telecom operator, approached RIM, hoping that it would produce an \"iPhone killer\" product, which directly led to the emergence of BlackBerry Storm 9500, the most wonderful touch phone in BlackBerry's history. At that time, BlackBerry thought that users would miss the touch of physical buttons when typing on the touch screen, and made a floating screen where the whole screen can be pressed down. It just made the physical full keyboard into a touch button that can be pressed down, instead of the sliding-based interaction mode of iOS and Android operating systems. In addition, due to the CPU performance and a large number of bugs caused by BlackBerry OS6 with temporary touch function, BlackBerry Storm 9500 was quickly dumped by iPhone and even the taillights could not be seen.</p><p>However, at that time, BlackBerry was in a state of rapid expansion, and iPhone did not pose a substantial threat to BlackBerry. BlackBerry was still in a state of \"sitting on its laurels\" from top to bottom. Even though BlackBerry's software development platform was far behind iOS and Android at that time, they could still say that \"iPhone does not seem to be enough to pose a threat to RIM, because RIM's most loyal customer base is enterprises and governments. Once RIM has solved technical problems, these users will continue to be optimistic about RIM\". That's the kind of thing.</p><p>If BlackBerry was \"doing its own death\" at that time, then Palm at that time could be \"compared\", and it couldn't escape the doom of being eliminated in the end.</p><p>After Palm was released in 1995, it quickly occupied the market with its fast and convenient input method, strong multimedia performance and communication ability. This kind of \"handheld computer\" in the Palm of your hand quickly became popular. In addition, in addition to producing its own hardware devices, it also authorized Palm OS.</p><p>It has extremely high integration ability, and has<a href=\"https://laohu8.com/S/DLX\">luxury</a>The authorized team, it is reasonable to say that the brand development should be at its peak, but it backfired. In the 2003-2006 stage, Plam was adjusted too frequently because of the company's business structure and products behind it. In addition, 3Com, an American equipment provider, refused to let Palm operate independently, and internal friction in Palm disrupted the direction of its business. This made Palm OS, the core part of Palm ecosystem, stagnate in development, and PDA products went to bed at the end of life.</p><p>Palm Pre smartphone \"Diaojinshi\", launched by Palm in 2009, quickly came out of the circle with its rounded appearance, hidden full keyboard design and brand-new webOS. It was once regarded as the most powerful competitor of iPhone. Although webOS saved power and smoothly, it lacked rich software support and hardware configuration that adapted to the general trend of entertainment at that time. Unfortunately, Palm Pre didn't occupy it either, and the business problems faced at that time, as well as the product update and system maintenance after several \"hands-changing\", did not have a \"fixed number\". Finally, Palm disappeared into the wind, leaving us with only the smooth and delicate multitasking card animation effects in iPhone and Android phones.</p><p><img src=\"https://static.tigerbbs.com/4fa51242e65f3f9bc2d6f0ce177bd09a\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The Palm Veer 4G is already a product of HP's acquisitionCredit LU</p><p><h2>Change track</h2>Although BlackBerry's mobile phone business has come to an end for various reasons, QNX, which was acquired by \"mistake\" before, has revived BlackBerry in the automobile field.</p><p><img src=\"https://static.tigerbbs.com/c358c1b9cb616834f98b28107762fd76\" tg-width=\"750\" tg-height=\"456\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>BlackBerry QNX</p><p>Simply put, QNX system belongs to a microkernel design, which can isolate each component outside the kernel space. Even if some components lose their functions, the whole system can still run normally. In addition, the system also adopts an open cooperation method similar to Android, which supports personalized customization. In addition, BlackBerry has unparalleled \"advantages\" of other manufacturers in the field of \"security\", which has a great chance of \"turning things around\".</p><p>And smart cars are a new \"blue ocean\".</p><p>Perhaps even BlackBerry itself didn't expect that this company, the earliest engaged in industrial control research and development, would \"backfire\" in the automobile field after experiencing the decline of mobile phones and tablets.</p><p>According to the statistics of Strategy Analytics, more than 195 million vehicles have been equipped with BlackBerry QNX software, an increase of 20 million vehicles compared with 2020, which has achieved significant growth for six consecutive years. In addition, according to the first quarter financial report of 2022, BlackBerry QNX's revenue was $490 million, an increase of 9%.</p><p><img src=\"https://static.tigerbbs.com/7351142765eff91f5ef0b359e7b61aa4\" tg-width=\"750\" tg-height=\"641\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Brands equipped with QNX system, I didn't expect there to be so many Picture source BerryLINK</p><p>Although BlackBerry has been \"extinct\", BlackBerry QNX has been developed. In the final analysis, it still needs the core competitiveness that others can't steal, and \"security\" is BlackBerry's biggest magic weapon.</p><p>However, for Palm and<a href=\"https://laohu8.com/S/0HAF.UK\">Nokia</a>For these companies with few core competencies, it is only a matter of time before they are eliminated.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why are the \"Blackberries\" extinct?</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\">\nWhy are the \"Blackberries\" extinct?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086141561\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b02e1edb8fd87972c9239aa3a01b9bc8);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">品玩 </p>\n<p class=\"h-time smaller\">2022-03-01 11:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Just as all manufacturers took advantage of the \"Golden March\" to launch new machines, the long-unappeared<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>Mobile phones, a news that is \"painless\" for the digital circle, announced that it will take over TCL's continued research and development in 2020<a href=\"https://laohu8.com/S/BB\">Blackberry</a>OnwardMobilitzh, the manufacturer of mobile phone business, officially announced that it would stop the research and development of new BlackBerry products and give up the mobile phone business.</p><p><img src=\"https://static.tigerbbs.com/8dab868dd50859e0c81bb49e2aa6defa\" tg-width=\"600\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>OnwardMobilitzh Statement</p><p>In other words, the development project of BlackBerry full-keyboard 5G mobile phone after being \"taken over\" by OnwardMobilitzh was officially stopped. An era may have come to an end.</p><p>From the \"911 incident\" that stood out among a number of feature phones and became a \"safety benchmark\", to the stop of development after changing hands several times, the fate of BlackBerry is embarrassing. But in fact, it is not only BlackBerry, but also the contemporary hit Plam and the Symbian overlord of the year<a href=\"https://laohu8.com/S/NOK\">Nokia</a>All these brands sought after by thousands of people in those days are doomed.</p><p>For this once brilliant brand, \"Blackberries\" may be the most appropriate description.</p><p>Why have the \"Blackberries\" disappeared from public view after just over 10 years, giving a sense of endangered extinction and rarely hearing from these brands again?</p><p><img src=\"https://static.tigerbbs.com/101628628e6c13378da77ea187c8c1ff\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>BlackBerry Priv with sliding full keyboardCredit LU</p><p>Although I'm not a BBer, as a mobile phone player, whenever I hear BlackBerry, two words often come to mind, \"security\" and \"business high-end\".</p><p>When the \"911 Incident\" occurred in 2003, because the incident occurred in a densely populated area, everyone used mobile phones to seek contact with the outside world after the incident, resulting in the situation that although there was a signal, the channel was crowded and the message was blocked, which made almost half of the communication equipment in the United States in a semi-paralyzed state.</p><p>In this case, BlackBerry with BES/BIS service has an independent channel, so it can still contact the outside world when the public channel is blocked, so as to send and receive real-time messages. This incident made BlackBerry quickly out of the circle, coupled with the frequent exposure of senior \"berry powder\": Obama, Beckham and other politicians and stars, which also made this mobile phone popular among the masses. Before the rise of all kinds of communication software, BlackBerry's unique BES/BIS service can actively PUSH mail to personal BlackBerry devices with low latency and efficiency, thus gaining unanimous recognition from business people.</p><p>(P.S. Early emails could not be actively pushed to the user's mobile device, and the device needed to actively refresh the mailbox every once in a while to achieve the purpose of obtaining emails, while BlackBerry's BES/BIS could, so this was the main reason why it was favored by business people in that era.)</p><p><img src=\"https://static.tigerbbs.com/cbd623561710fb5633805e4c2f2b3cbd\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Blackberry 7100i & 8707 Credit LU</p><p>In addition, whether it is BIS or BES, the published information needs full-channel encryption in the server. So in the environment at that time, BlackBerry was also famous for its \"security\". From the government to the public, this almost one-color mobile phone with a full keyboard as standard has been an unprecedented success.</p><p>The iPhone was born in 2007, but this had little impact on BlackBerry at that time. BlackBerry was still at the forefront of the rankings with a high market share, and what led to BlackBerry's fiasco was actually inseparable from its own internal management team.</p><p><h2>Internal worry is actually the \"main cause\"</h2>In the face of such a changing environment, RIM, which has released a number of BlackBerry phones, can only be described as \"chaotic\" internally.</p><p>One of the \"culprits\" that could cause the company's demise was BlackBerry's two co-CEOs: Mike Lazaridis and Jim Balsillie.</p><p>Mike Lazaridis is responsible for engineering, product management and supply chain, while Jim Balsillie is responsible for sales, finance and other enterprise functions. The two collaborate with each other and collaborate together.</p><p>Although this distribution method can improve efficiency, it can also lead to a series of problems. For example, there is a disagreement between the subordinate teams of the two CEOs, and it is impossible to establish an accountability system. This phenomenon of mutual blaming directly leads to the slowdown of the company's development of new products, and has an impact on the company's \"strategic decision-making\".</p><p>The ideological problems among founders also directly affect the company's major decisions. For example, Jim Balsillie once put forward a bold suggestion: let BlackBerry Messenger (BBM for short), an instant messaging software in BlackBerry, support cross-platform services to replace the short message sending system (SMS for short) in mobile phones.</p><p>Although instant messaging software is now everywhere, and cross-platform is reasonable (iMessage is talking about you), this plan was directly rejected at that time by Thorsten Heins, the new CEO supported by another founder, Mike Lazaridis.</p><p><img src=\"https://static.tigerbbs.com/72a43ec5a0226dcf6be2907afa8008a8\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>BlackBerry executives from left to right are : Jim Balsillie, Mike Lazaridis, Thorsten Heins</p><p>Until the rise of iOS and Android, instant messaging software such as Kik and WhatsApp sprang up like mushrooms, which made BlackBerry realize that \"timely communication\" is the general direction in the future. At this time, Jim Balsillie suddenly woke up and began to publicize to operators that BlackBerry's BBM could be used as an enhanced version of SMS, and RIM shared profits with operators (and wanted money).</p><p>However, internal Thorsten Heins and his team have always been skeptical of this plan, while Mike Lazaridis supports it, but is worried about the cost and risk... The three highest levels can't reach an agreement on the strategic level, which also sows the seeds for BlackBerry's decline.</p><p>Soon after, Jim Balsillie left directly because the company finally decided to cancel BBM's cross-platform strategy after a \"prudent\" decision.</p><p>Not only was there no agreement on software development, but several executives were at odds with other aspects of the company.</p><p>After the failure of the tablet project PlayBook and the extension of the development cycle of the new system BlackBerry OS 10, there was a dispute within the company about how to present BlackBerry OS 10: the originally planned strategy was to release the touch screen version of the system first, because the sales of BlackBerry devices with full keyboard equipped with BlackBerry OS 7 were obviously declining. Mike Lazaridis believes that the company should give priority to the keyboard version of BlackBerry OS 10 to quickly recover the lost hardcore BlackBerry fans.</p><p><img src=\"https://static.tigerbbs.com/f46a7e47ab65e643190f2d059769d973\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The tablet device in the upper right corner is the failed PlaybookCredit LU</p><p>\"This is our very existence, our iconic device, the keyboard is one of the reasons they bought the BlackBerry,\" Mike Lazaridis told an executive at the company.</p><p>But Thorsten Heins' new management team is tough: \"Full touch is the market trend\".</p><p>Give up its own advantages and directly take out touch-screen mobile phones. The development team behind this high-hoped Z10 can't apply the essence accumulated by BlackBerry to new products. The compatibility with old devices and the unfriendliness of new devices to third-party developers have all led to the third-party application of BlackBerry OS 10 being delayed to keep up, and the software ecological development of BlackBerry's new system has become extremely difficult.</p><p>At a very important board meeting, Mike Lazaridis took out a BlackBerry with a keyboard and made it clear that he didn't think a BlackBerry without a keyboard could succeed.</p><p><img src=\"https://static.tigerbbs.com/7fcaff9f4776562ea2132a355a10011e\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>BlackBerry's first full-touch device, the Z10Credit LU</p><p>Mike Lazaridis warned directors that moving from a product well used by corporate customers to entering the competitive full-touch smartphone market was a major mistake. At a time when iPhone and Android phones were gradually becoming mainstream models, this view was no different from directly announcing that the brand was beginning to decline.</p><p>In 2015, BlackBerry switched to Android in desperation. Although some Android phones with both touch screens and full keyboards were launched later, the final trend was decided.</p><p><img src=\"https://static.tigerbbs.com/9eb3bb6b78434ab7047f79bff53d0e94\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>KEY TWO and KEY ONE by TCL OEMCredit LU</p><p><b>Throughout, BlackBerry's \"turning a blind eye and admiring itself\" is one of the reasons for its rapid decline.</b></p><p><h2>\"iPhone\" killers</h2>The emergence of iOS and Android is like a \"catalyst for decline\". The arrival of a \"new era\" of smart phones led by iPhone and Android phones only accelerated their demise for mobile phone brands that could \"linger\" at that time. But for brands like BlackBerry, which still had a high share at that time, it was not without opportunities.</p><p>At the beginning of the release of iPhone, Verizon, a telecom operator, approached RIM, hoping that it would produce an \"iPhone killer\" product, which directly led to the emergence of BlackBerry Storm 9500, the most wonderful touch phone in BlackBerry's history. At that time, BlackBerry thought that users would miss the touch of physical buttons when typing on the touch screen, and made a floating screen where the whole screen can be pressed down. It just made the physical full keyboard into a touch button that can be pressed down, instead of the sliding-based interaction mode of iOS and Android operating systems. In addition, due to the CPU performance and a large number of bugs caused by BlackBerry OS6 with temporary touch function, BlackBerry Storm 9500 was quickly dumped by iPhone and even the taillights could not be seen.</p><p>However, at that time, BlackBerry was in a state of rapid expansion, and iPhone did not pose a substantial threat to BlackBerry. BlackBerry was still in a state of \"sitting on its laurels\" from top to bottom. Even though BlackBerry's software development platform was far behind iOS and Android at that time, they could still say that \"iPhone does not seem to be enough to pose a threat to RIM, because RIM's most loyal customer base is enterprises and governments. Once RIM has solved technical problems, these users will continue to be optimistic about RIM\". That's the kind of thing.</p><p>If BlackBerry was \"doing its own death\" at that time, then Palm at that time could be \"compared\", and it couldn't escape the doom of being eliminated in the end.</p><p>After Palm was released in 1995, it quickly occupied the market with its fast and convenient input method, strong multimedia performance and communication ability. This kind of \"handheld computer\" in the Palm of your hand quickly became popular. In addition, in addition to producing its own hardware devices, it also authorized Palm OS.</p><p>It has extremely high integration ability, and has<a href=\"https://laohu8.com/S/DLX\">luxury</a>The authorized team, it is reasonable to say that the brand development should be at its peak, but it backfired. In the 2003-2006 stage, Plam was adjusted too frequently because of the company's business structure and products behind it. In addition, 3Com, an American equipment provider, refused to let Palm operate independently, and internal friction in Palm disrupted the direction of its business. This made Palm OS, the core part of Palm ecosystem, stagnate in development, and PDA products went to bed at the end of life.</p><p>Palm Pre smartphone \"Diaojinshi\", launched by Palm in 2009, quickly came out of the circle with its rounded appearance, hidden full keyboard design and brand-new webOS. It was once regarded as the most powerful competitor of iPhone. Although webOS saved power and smoothly, it lacked rich software support and hardware configuration that adapted to the general trend of entertainment at that time. Unfortunately, Palm Pre didn't occupy it either, and the business problems faced at that time, as well as the product update and system maintenance after several \"hands-changing\", did not have a \"fixed number\". Finally, Palm disappeared into the wind, leaving us with only the smooth and delicate multitasking card animation effects in iPhone and Android phones.</p><p><img src=\"https://static.tigerbbs.com/4fa51242e65f3f9bc2d6f0ce177bd09a\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The Palm Veer 4G is already a product of HP's acquisitionCredit LU</p><p><h2>Change track</h2>Although BlackBerry's mobile phone business has come to an end for various reasons, QNX, which was acquired by \"mistake\" before, has revived BlackBerry in the automobile field.</p><p><img src=\"https://static.tigerbbs.com/c358c1b9cb616834f98b28107762fd76\" tg-width=\"750\" tg-height=\"456\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>BlackBerry QNX</p><p>Simply put, QNX system belongs to a microkernel design, which can isolate each component outside the kernel space. Even if some components lose their functions, the whole system can still run normally. In addition, the system also adopts an open cooperation method similar to Android, which supports personalized customization. In addition, BlackBerry has unparalleled \"advantages\" of other manufacturers in the field of \"security\", which has a great chance of \"turning things around\".</p><p>And smart cars are a new \"blue ocean\".</p><p>Perhaps even BlackBerry itself didn't expect that this company, the earliest engaged in industrial control research and development, would \"backfire\" in the automobile field after experiencing the decline of mobile phones and tablets.</p><p>According to the statistics of Strategy Analytics, more than 195 million vehicles have been equipped with BlackBerry QNX software, an increase of 20 million vehicles compared with 2020, which has achieved significant growth for six consecutive years. In addition, according to the first quarter financial report of 2022, BlackBerry QNX's revenue was $490 million, an increase of 9%.</p><p><img src=\"https://static.tigerbbs.com/7351142765eff91f5ef0b359e7b61aa4\" tg-width=\"750\" tg-height=\"641\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Brands equipped with QNX system, I didn't expect there to be so many Picture source BerryLINK</p><p>Although BlackBerry has been \"extinct\", BlackBerry QNX has been developed. In the final analysis, it still needs the core competitiveness that others can't steal, and \"security\" is BlackBerry's biggest magic weapon.</p><p>However, for Palm and<a href=\"https://laohu8.com/S/0HAF.UK\">Nokia</a>For these companies with few core competencies, it is only a matter of time before they are eliminated.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/40df9c89a6edbdf3e361bb38a1a2d9e0","relate_stocks":{"BB":"黑莓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2216561194","content_text":"就在各家厂商都趁着“黄金三月”推出新机时，久未露面的黑莓手机，传出来了一条对于数码圈来讲“不痛不痒”的新闻，宣布在2020年接替TCL的继续研发黑莓手机业务的厂商OnwardMobilitzh正式对外宣布：停止黑莓新产品研发，并放弃手机业务。OnwardMobilitzh声明换句话说，被OnwardMobilitzh“接盘”后的黑莓全键盘5G手机的开发项目正式停止。一个时代，或许落下了帷幕。从“911事件”在一众功能机中脱颖而出成为“安全标杆”，到几经易手后停止开发，黑莓的命运让人唏嘘不已。但实际上不止黑莓，同时代红极一时的Plam以及当年的塞班霸主诺基亚，这些当年被万人追捧的品牌全都在劫难逃。对于这种曾经辉煌的品牌来讲，用“黑莓们”来形容或许最为贴切。为什么仅仅过了10多年，“黑莓们”就从大众视野中消失，给人一种濒临灭绝感，很少再听到这些品牌的声音？滑盖全键盘的 BlackBerry Priv 图片来源LU虽然我不是一名BBer，但是作为一名手机玩家，只要听到黑莓手机，往往脑海中就会出现两个词，“安全”和“商务高端”。2003年的“911事件”发生时，由于事件发生在人口高密集区域，大家都在事件发生后使用手机寻求与外界的联系，造成虽然有信号，但是信道被挤占导致消息堵塞的情况，这让大半个美国的通信设备几乎都处于半瘫痪状态。在这个情况下，开通了BES/BIS服务的黑莓手机由于拥有独立的信道，在公共信道堵塞的情况下，依旧可以和外界进行联系，从而才得以收发实时消息。这件事儿让黑莓迅速出圈，再加上资深“莓粉”：奥巴马、贝克汉姆等政要、明星的频繁曝光，也让这款手机在群众之间流行开来。在各类通信软件还没有崛起时，黑莓独有的BES/BIS服务能够低延迟、高效的主动PUSH邮件到个人的黑莓设备中，从而获得了商务人士的一致认可。（P.S.早期的邮件是无法主动推送至用户的移动设备上的，需要设备主动的每隔一段时间刷新邮箱达到获取邮件的目的，而黑莓的BES/BIS可以，所以这是它在那个时代被商务人士青睐的主要原因。）Blackberry 7100i&8707 图片来源LU此外不管是BIS还是BES，在发布出去的信息都需要在服务器中进行全通道加密。于是在当时环境下，黑莓也因“安全”闻名于世。从政府到民众，这种几乎只有一个颜色，标配全键盘的手机获得了空前的成功。2007年iPhone横空出世，但这对当时的黑莓来说影响并不大，黑莓仍然以高市场占有率稳居排行榜前列，而导致黑莓惨败的，其实和内部自身的管理团队有脱离不了干系。内忧其实是“主因”当面对外界变化如此之大的环境，这家发布过多款黑莓手机的RIM公司内部只可以用“混乱”来形容。其中足以致使公司灭亡的“罪魁祸首”，是黑莓的两位联席CEO：Mike Lazaridis和Jim Balsillie。其中Mike Lazaridis负责工程、产品管理和供应链，而Jim Balsillie负责销售、财务和其他企业功能，两人相互配合，共同协作。这种分配方式虽然能够提升效率，但也会导致一系列的问题。比如两位CEO的下属团队部门就出现了不合现象，无法建立问责制度，这种互相甩锅的现象直接导致了公司开发新品速度变慢，并对公司的“战略决策”产生影响。而创始人之间的理念问题也直接影响了公司的重大决策，比如Jim Balsillie曾经提出了一项大胆建议：让黑莓手机中的即时通讯软件BlackBerry Messenger（简称BBM）支持跨平台服务，以替代现在手机中的短信发送系统（简称SMS）。虽然现在即时通讯软件随处可见，跨平台也是情理之中（iMessage说的就是你），但是这项计划直接在当时被另一位创始人Mike Lazaridis支持的新CEO Thorsten Heins直接否定了。黑莓高层人员 从左至右分别是：Jim Balsillie、Mike Lazaridis、Thorsten Heins直到iOS和Android的崛起，让Kik、WhatsApp等即时通讯软件如雨后春笋般的涌现，这让黑莓意识到“及时通信”才是未来大方向。此时Jim Balsillie才幡然醒悟，开始向运营商宣传可以用黑莓旗下的BBM作为短信增强版本，RIM与运营商进行利润分成（还想着要钱）。不过内部的Thorsten Heins和他的团队对这项计划始终抱怀疑态度，而Mike Lazaridis虽然支持，但又担心成本和风险……三个最高层对于战略层面无法达成一致，也为黑莓的没落埋下了种子。而不久之后，Jim Balsillie直接离职，原因是最终公司经过“慎重”决定，还是取消了BBM的跨平台战略。不仅在软件开发上无法达成一致，几个高管在公司其他方面也处处作对。平板项目PlayBook的失利，新系统BlackBerry OS 10的开发周期延长后，公司内部又对于如何呈现BlackBerry OS 10起了争议：本来计划好的策略是先发布该系统的触屏版本，原因是搭载BlackBerry OS 7的全键盘黑莓设备销售明显呈现下滑趋势，Mike Lazaridis认为，公司应该优先推出BlackBerry OS 10的键盘版本，快速挽回已经失去的黑莓铁杆粉丝。右上角的平板设备就是失败的Playbook 图片来源LU“这是我们的生存之本，我们的标志性设备，键盘是他们购买黑莓的原因之一。”Mike Lazaridis告诉该公司的一位高管。但Thorsten Heins的新管理团队态度强硬：“全触控是市场趋势”。放弃自身优势，直接出触屏手机，这款被给予厚望的Z10背后开发团队并不能把黑莓手机积累的精髓运用到新产品上，与旧设备的兼容问题，新设备对第三方开发者的不友好都导致了BlackBerry OS 10的第三方应用迟迟无法跟上，黑莓新系统的软件生态发展变得异常艰辛。而在一次非常重要的董事会上，Mike Lazaridis拿出带键盘的黑莓手机明确表示，自己并不认为没有键盘的黑莓手机能够成功。黑莓第一款全触摸设备 Z10  图片来源LUMike Lazaridis警告董事们，从一款企业客户使用良好的产品转向杀入竞争激烈的全触控智能手机市场是一项重大失误，在以iPhone和Android Phone逐渐成为主流机型的时间节点上，这种观点和直接宣布品牌开始走下坡路没有区别。2015年黑莓在无奈情况下转投Android，虽然后续推出过一些既带有触屏又有全键盘的Android手机，但最终大势已定。TCL代工的KEY TWO和KEY ONE 图片来源LU自始至终，黑莓的“视而不见，孤芳自赏”才是导致其迅速没落的原因之一。“iPhone”杀手们iOS和Android的出现，就像是一针“没落催化剂”，以iPhone和Android手机引领的智能手机“新时代”降临，对当时可以用“苟延残喘”的手机品牌来讲，只加速了他们的灭亡而已。但对于像黑莓这样在当时占有率依旧很高的品牌来讲，并不是没有机会。就在iPhone发布之初，电信运营商Verizon就找到RIM公司，希望其出一款“iPhone杀手”产品，这直接导致了黑莓史上最奇葩的触摸手机BlackBerry Storm 9500应运而生，因为当时黑莓认为用户在触摸屏上打字时会怀念实体按键按下的触感，做出了一块整个屏幕都可以向下按动的悬浮式屏幕，它只是把实体全键盘作成了向下按动的触控按键，而不是iOS和Android操作系统那种以滑动为主的交互方式。另外受限于CPU性能以及临时增加触摸功能的BlackBerry OS6所导致的大量BUG，BlackBerry Storm 9500很快就被iPhone甩的连车尾灯都看不见了。不过当时黑莓处于迅速扩张状态，加之iPhone并没有对黑莓形成实质性威胁，黑莓自上而下依旧处于一种“故步自封”的状态，即使当时黑莓的软件开发平台已经大幅落后iOS和Android，他们仍然能说出“iPhone似乎不足以对RIM造成威胁，因为RIM最忠实的客户群是企业和政府，一旦RIM搞定了技术问题，这些用户将继续看好RIM”。这种话来。如果黑莓当时算是“自己作死”，那能够进行“相提并论”的还有当时的Palm，最终也逃不过被淘汰的厄运。Palm在1995年发布后，就凭借快速便捷的输入法、强劲的多媒体性能、通信能力迅速占领市场，这种手掌上的“掌上电脑”迅速走红，另外除了自己出硬件设备外，还对Palm OS进行对外授权。本身就有极高的整合能力，又有豪华的授权团队，按理说品牌发展应该如日中天，但事与愿违，在2003-2006阶段，Plam因为背后的公司业务架构、产品方面调整过于频繁，加之美国设备提供商3Com不肯让Palm独立运作，Palm内部因内耗问题扰乱了业务的方向等，这就让Palm生态的核心部分Palm OS陷入开发停滞，PDA产品以及寿终就寝。而Palm于2009年推出的Palm Pre智能手机“点金石”则凭借圆润的外观、隐藏式全键盘设计以及全新webOS迅速出圈，一度被认为是iPhone最有力竞争者，webOS虽然省电流畅，但缺少丰富的软件支持以及适应当时娱乐为大趋势的硬件配置，可惜的是，Palm Pre一样都没占据，而当时面临的经营问题，以及经过几次“转手”后产品更新和系统维护都没有一个“定数”，最终Palm也消失在了风中，留给我们的只剩下iPhone和Android手机中流畅细腻的多任务卡片动画效果。Palm Veer 4G 已经是HP收购后的产物了 图片来源LU换个赛道虽然黑莓手机因为种种原因，手机业务已经告一段落，但之前“阴差阳错”收购的QNX却让“黑莓”在汽车领域重振旗鼓。BlackBerry QNX简单来讲，QNX系统属于微内核设计，可以将各个组件隔离在内核空间外运行，即使一部分组件失去作用，但是整个系统仍然能正常运行。此外系统还采用了类似安卓的开放式合作方式，支持个性化定制，加上黑莓在“安全”领域内拥有其他厂商无可比拟的“优势”，大有“扭转乾坤”的局势。而智能汽车又是一片新“蓝海”。可能连黑莓自己也没想到，这家最早从事工业控制研发的公司，在经历了手机和平板电脑的衰败后，“事与愿违”在汽车领域闯出一片天地。根据Strategy Analytics统计，已经有超过1.95亿辆汽车搭载BlackBerry QNX软件，相比于2020年增长了2000万辆，连续6年实现了较大增长，另外根据2022年第一季度财报，BlackBerry QNX的营收为4.9亿美元，增幅达9%。搭载QNX系统的品牌，没想到有这么多吧 图片来源BerryLINK黑莓手机虽然已经“灭绝”，但BlackBerry QNX却得以发展，归根到底，还是要有别人无法窃取的核心竞争力，而“安全”就是黑莓最大的法宝。不过对于Palm和诺基亚这些鲜有核心竞争力的公司来讲，被淘汰也只是时间问题而已。","news_type":1,"symbols_score_info":{"BB":0.9}},"isVote":1,"tweetType":1,"viewCount":3022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039706217,"gmtCreate":1646112138257,"gmtModify":1676534092855,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"🏃🏽‍♂️","listText":"🏃🏽‍♂️","text":"🏃🏽‍♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039706217","repostId":"1146354762","repostType":4,"isVote":1,"tweetType":1,"viewCount":3159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039706134,"gmtCreate":1646112065469,"gmtModify":1676534092847,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"🤭","listText":"🤭","text":"🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039706134","repostId":"1187433198","repostType":4,"isVote":1,"tweetType":1,"viewCount":1861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039265794,"gmtCreate":1646055524611,"gmtModify":1676534086046,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"😰","listText":"😰","text":"😰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039265794","repostId":"2214528861","repostType":4,"repost":{"id":"2214528861","kind":"highlight","pubTimestamp":1646041324,"share":"https://ttm.financial/m/news/2214528861?lang=en_US&edition=fundamental","pubTime":"2022-02-28 17:42","market":"sh","language":"zh","title":"\"Financial Nuclear Bomb\" SWIFT, Bombing Russia, Wounding the World","url":"https://stock-news.laohu8.com/highlight/detail?id=2214528861","media":"华尔街见闻","summary":"美国通胀拐点难现，欧盟能源困境难解......对俄实施SWIFT制裁，或将对欧美等国经济造成反噬。2月26日，美国与欧盟委员会、法国、德国、意大利、英国和加拿大政府发表共同声明，宣布实施新一轮对俄制裁","content":"<p><html><head></head><body><b>The inflection point of inflation in the United States is difficult to find, and the energy dilemma of the European Union is difficult to solve... The imposition of SWIFT sanctions on Russia may cause a backlash to the economies of Europe and America.</b>On February 26, the United States and the European Commission, the governments of France, Germany, Italy, the United Kingdom and Canada issued a joint statement announcing a new round of sanctions against Russia, including<b>Some Russian banks</b>Excluded from the SWIFT system.</p><p>As a \"nuclear weapon\" in the financial field, SWIFT system is an important medium for international financial transactions. If a country cannot participate in SWIFT, it will be basically impossible to make cross-border payments in US dollars and euros, and international trade and financial activities will be greatly hit.</p><p>However, once Russia is removed from SWIFT, the energy supply pattern of Russia and even the world will be greatly impacted.</p><p>In 2020, Russia's crude oil production accounted for 12.6% of the world, ranking second in the world, and its natural gas exports accounted for 16% of the world, ranking first in the world.</p><p><img src=\"https://static.tigerbbs.com/f1b47390c5d67e693d4be7075d401d3c\" tg-width=\"685\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/2f2681e06ac100dbd01ce5544948d9f6\" tg-width=\"431\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/></p><p>Therefore, Western countries were divided on this for a time. The United States and Germany were the latest to prohibit it, France, Britain, Canada, Italy and other countries were more determined, while Cyprus and Hungary were more ambiguous.</p><p><a href=\"https://laohu8.com/S/000166\">Shen Wan Hongyuan</a>Securities believes that just because of Russia's pivotal role in energy supply, SWIFT sanctions are currently only imposed on \"some\" Russian banks. If Russia is completely eliminated, crude oil production will shrink sharply, and oil prices will rise again. On the one hand, it will aggravate the \"stagflation\" pattern in the United States, which may lead to the accelerated contraction of the Federal Reserve;</p><p>On the other hand, because the euro zone (especially Germany) is highly dependent on Russian oil and gas, if there are severe sanctions, household consumption will shrink and inflation will soar again, backing down the expected high economic growth rate in Europe this year.</p><p><h2>U.S.: Inflation Increases, Energy Export Position or Strengthens</h2>For the United States, sanctions on Russia could aggravate stagflation on the one hand, but also strengthen its position as an energy exporter on the other.</p><p><a href=\"https://laohu8.com/S/06806\">Shen Wan Hongyuan</a>Securities pointed out that the United States has shown obvious economic \"stagflation\" characteristics in 2021. If Russia's crude oil output, as the world's second largest oil producer, is hit, the overall CPI of the United States may continue to rise driven by energy prices, and may even aggravate the core CPI inflation soaring caused by insufficient recovery of industrial output.</p><p><b>As inflation continues to rise, the Federal Reserve may have to adopt more aggressive monetary tightening operations.</b></p><p>But if Russian output plummets, it could also strengthen the U.S. market position for energy exports to Europe.<b>In 2021, the crude oil exports of the United States to Germany, France, Italy, West and the Netherlands accounted for more than 20% of the total crude oil exports, while this figure was less than 5% in 2014.</b></p><p><img src=\"https://static.tigerbbs.com/87b691e88cbca2606b5004d97a786012\" tg-width=\"443\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p><h2>Eurozone: Highly dependent on Russian oil and gas, sanctions will cause household consumption to contract</h2>Among the major developed economies, the euro zone has the highest dependence on Russian energy, and Germany imports the most Russian energy. Once Russia's SWIFT is cut off, it may endanger Germany's energy supply in the short term.</p><p><b>Eurozone imports of crude oil and natural gas from Russia account for 22.6% and 29.3% respectively</b>, in contrast,<a href=\"https://laohu8.com/S/USEG\">U.S. Energy</a>Imports are mainly dependent on Canada, Britain is mainly dependent on Norway, and Japan is mainly dependent on the Middle East and Australia.</p><p>From the perspective of the country structure of Russia's crude oil and natural gas exports, Russia is shifting the focus of crude oil exports from European countries to China. In terms of natural gas, it exports more to Germany, which may be the main reason for Germany's early opposition.</p><p><img src=\"https://static.tigerbbs.com/8971cb07508ca6a8f734757d72af0199\" tg-width=\"448\" tg-height=\"319\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/5eb155fe15b2b36e4b3098d4ce3bfbcb\" tg-width=\"436\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Due to the strong resilience of industrial production and the relatively small fiscal and monetary stimulus, the upward trend of core inflation in the euro zone is obviously weaker than that in the United States, which would have made the euro zone the strongest among developed economies this year.</p><p>But,<b>Due to the more severe price surge in energy, the overall CPI of the euro zone has risen far more than the core CPI since 2021, and the difference between the two has continued to widen and significantly exceed the level of the United States.</b></p><p><img src=\"https://static.tigerbbs.com/954195765083caf833382827b8d301f5\" tg-width=\"680\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Which means,<b>If Russia's oil and gas output is obviously restricted due to sanctions, the oil and gas prices related to the lives of residents in the euro zone will bear the brunt of an even greater increase, which may directly erode the real purchasing power of residents in the euro zone, resulting in a decline in the consumption growth rate of residents in the euro zone in 2022, and a possible contraction in the real GDP growth.</b></p><p>At this point,<a href=\"https://laohu8.com/S/000166\">Shen Wan Hongyuan</a>Securities believes,<b>Eurozone stagflation will strengthen, potentially triggering the ECB's first early rate hike operation in a decade</b>。</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"Financial Nuclear Bomb\" SWIFT, Bombing Russia, Wounding the World</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n\"Financial Nuclear Bomb\" SWIFT, Bombing Russia, Wounding the World\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-02-28 17:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The inflection point of inflation in the United States is difficult to find, and the energy dilemma of the European Union is difficult to solve... The imposition of SWIFT sanctions on Russia may cause a backlash to the economies of Europe and America.</b>On February 26, the United States and the European Commission, the governments of France, Germany, Italy, the United Kingdom and Canada issued a joint statement announcing a new round of sanctions against Russia, including<b>Some Russian banks</b>Excluded from the SWIFT system.</p><p>As a \"nuclear weapon\" in the financial field, SWIFT system is an important medium for international financial transactions. If a country cannot participate in SWIFT, it will be basically impossible to make cross-border payments in US dollars and euros, and international trade and financial activities will be greatly hit.</p><p>However, once Russia is removed from SWIFT, the energy supply pattern of Russia and even the world will be greatly impacted.</p><p>In 2020, Russia's crude oil production accounted for 12.6% of the world, ranking second in the world, and its natural gas exports accounted for 16% of the world, ranking first in the world.</p><p><img src=\"https://static.tigerbbs.com/f1b47390c5d67e693d4be7075d401d3c\" tg-width=\"685\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/2f2681e06ac100dbd01ce5544948d9f6\" tg-width=\"431\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/></p><p>Therefore, Western countries were divided on this for a time. The United States and Germany were the latest to prohibit it, France, Britain, Canada, Italy and other countries were more determined, while Cyprus and Hungary were more ambiguous.</p><p><a href=\"https://laohu8.com/S/000166\">Shen Wan Hongyuan</a>Securities believes that just because of Russia's pivotal role in energy supply, SWIFT sanctions are currently only imposed on \"some\" Russian banks. If Russia is completely eliminated, crude oil production will shrink sharply, and oil prices will rise again. On the one hand, it will aggravate the \"stagflation\" pattern in the United States, which may lead to the accelerated contraction of the Federal Reserve;</p><p>On the other hand, because the euro zone (especially Germany) is highly dependent on Russian oil and gas, if there are severe sanctions, household consumption will shrink and inflation will soar again, backing down the expected high economic growth rate in Europe this year.</p><p><h2>U.S.: Inflation Increases, Energy Export Position or Strengthens</h2>For the United States, sanctions on Russia could aggravate stagflation on the one hand, but also strengthen its position as an energy exporter on the other.</p><p><a href=\"https://laohu8.com/S/06806\">Shen Wan Hongyuan</a>Securities pointed out that the United States has shown obvious economic \"stagflation\" characteristics in 2021. If Russia's crude oil output, as the world's second largest oil producer, is hit, the overall CPI of the United States may continue to rise driven by energy prices, and may even aggravate the core CPI inflation soaring caused by insufficient recovery of industrial output.</p><p><b>As inflation continues to rise, the Federal Reserve may have to adopt more aggressive monetary tightening operations.</b></p><p>But if Russian output plummets, it could also strengthen the U.S. market position for energy exports to Europe.<b>In 2021, the crude oil exports of the United States to Germany, France, Italy, West and the Netherlands accounted for more than 20% of the total crude oil exports, while this figure was less than 5% in 2014.</b></p><p><img src=\"https://static.tigerbbs.com/87b691e88cbca2606b5004d97a786012\" tg-width=\"443\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p><h2>Eurozone: Highly dependent on Russian oil and gas, sanctions will cause household consumption to contract</h2>Among the major developed economies, the euro zone has the highest dependence on Russian energy, and Germany imports the most Russian energy. Once Russia's SWIFT is cut off, it may endanger Germany's energy supply in the short term.</p><p><b>Eurozone imports of crude oil and natural gas from Russia account for 22.6% and 29.3% respectively</b>, in contrast,<a href=\"https://laohu8.com/S/USEG\">U.S. Energy</a>Imports are mainly dependent on Canada, Britain is mainly dependent on Norway, and Japan is mainly dependent on the Middle East and Australia.</p><p>From the perspective of the country structure of Russia's crude oil and natural gas exports, Russia is shifting the focus of crude oil exports from European countries to China. In terms of natural gas, it exports more to Germany, which may be the main reason for Germany's early opposition.</p><p><img src=\"https://static.tigerbbs.com/8971cb07508ca6a8f734757d72af0199\" tg-width=\"448\" tg-height=\"319\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/5eb155fe15b2b36e4b3098d4ce3bfbcb\" tg-width=\"436\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Due to the strong resilience of industrial production and the relatively small fiscal and monetary stimulus, the upward trend of core inflation in the euro zone is obviously weaker than that in the United States, which would have made the euro zone the strongest among developed economies this year.</p><p>But,<b>Due to the more severe price surge in energy, the overall CPI of the euro zone has risen far more than the core CPI since 2021, and the difference between the two has continued to widen and significantly exceed the level of the United States.</b></p><p><img src=\"https://static.tigerbbs.com/954195765083caf833382827b8d301f5\" tg-width=\"680\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Which means,<b>If Russia's oil and gas output is obviously restricted due to sanctions, the oil and gas prices related to the lives of residents in the euro zone will bear the brunt of an even greater increase, which may directly erode the real purchasing power of residents in the euro zone, resulting in a decline in the consumption growth rate of residents in the euro zone in 2022, and a possible contraction in the real GDP growth.</b></p><p>At this point,<a href=\"https://laohu8.com/S/000166\">Shen Wan Hongyuan</a>Securities believes,<b>Eurozone stagflation will strengthen, potentially triggering the ECB's first early rate hike operation in a decade</b>。</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3652971\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3652971","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2214528861","content_text":"美国通胀拐点难现，欧盟能源困境难解......对俄实施SWIFT制裁，或将对欧美等国经济造成反噬。2月26日，美国与欧盟委员会、法国、德国、意大利、英国和加拿大政府发表共同声明，宣布实施新一轮对俄制裁，其中包括将部分俄罗斯银行排除在 SWIFT 系统之外。作为金融领域的“核武器”，SWIFT 系统是进行国际金融交易的重要媒介。如果一个国家无法参与 SWIFT，则基本无法进行美元和欧元的跨境收付款，国际贸易和金融活动将受到巨大打击。然而，一旦将俄罗斯从SWIFT剔除，俄罗斯乃至全球能源供给格局都将受到较大冲击。2020年，俄罗斯原油产量占全球12.6%，位居全球第二，天然气出口量占全球16%，全球第一。因此，西方国家对此一度存在分歧。美国、德国最晚表态禁止，法国、英国、加拿大、意大利等国态度更为坚决，而塞浦路斯和匈牙利态度较为暧昧。申万宏源证券认为，正因俄罗斯在能源供给中举足轻重的地位，目前仅对“部分”俄罗斯银行进行SWIFT制裁。若将俄罗斯完全剔除，原油产量大幅收缩，油价再度上涨，一方面将加剧美国的“滞胀”格局，可能导致美联储加速收缩；另一方面，因欧元区（尤其德国）高度依赖俄油气，若严厉制裁，居民消费将收缩，通胀水平将再次飙升，反噬今年欧洲原本预期较高的经济增速。美国：通胀加剧，能源出口地位或强化对于美国而言，对俄罗斯的制裁一方面可能加剧滞胀的局面，但另一方面也可能强化其能源出口国地位。申万宏源证券指出，美国在2021年已经呈现出明显的经济“滞胀”特征，如果作为全球第二大产油国的俄罗斯原油产出受到打击，美国总体CPI可能在能源价格推动下持续上行，甚至可能加剧工业产出恢复不足导致的核心CPI通胀飙升。通胀继续上行的结果是，美联储可能将不得不采取更大幅度的货币紧缩操作。但是，如果俄罗斯产出锐减，也可能会强化美国向欧洲出口能源的市场地位。2021年，美国对德法意西荷六国原油出口占总原油出口比重已经超过 20%，而这一数字在2014年不到5%。欧元区：高度依赖俄油气，制裁将致居民消费收缩在主要发达经济体中，欧元区对俄罗斯能源依赖度最高，而其中又以德国进口俄能源最多，一旦切断俄罗斯SWIFT，在短期内或将危及德国能源供应。欧元区从俄罗斯进口原油和天然气分别占到 22.6%和 29.3%，相比之下，美国能源进口主要依赖加拿大，英国主要依赖挪威，日本则主要依赖中东和澳大利亚。从俄罗斯出口原油和天然气国别结构来看，俄罗斯正在将原油出口的重心从欧洲国家转移到中国，天然气方面，对德国出口较多，这可能是德国前期持反对态度的主要原因。因工业生产韧性较强，且财政货币刺激力度相对较小，导致欧元区核心通胀上行的幅度明显弱于美国，这本将使欧元区成为今年发达经济体中表现最为强劲的一个。但是，由于在能源方面经历更为严重的价格飙升，自2021年至今，欧元区总体CPI涨幅远远高于核心CPI，且两者之差持续扩大并明显超出美国的水平。这意味着，若俄罗斯油气产出因制裁而遭到明显限制，那么事关欧元区居民生活的油气价格将首当其冲出现更大幅度的上涨，这一点可能会直接侵蚀欧元区居民的真实购买力，导致欧元区 2022 年居民消费增速下滑，实际GDP增长可能有所收缩。至此，申万宏源证券认为，欧元区滞胀程度将有所强化，可能触发欧央行十年内首次提前加息操作。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030455603,"gmtCreate":1645795973221,"gmtModify":1676534065013,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"🥺...","listText":"🥺...","text":"🥺...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030455603","repostId":"1193402884","repostType":4,"repost":{"id":"1193402884","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":1645792637,"share":"https://ttm.financial/m/news/1193402884?lang=en_US&edition=fundamental","pubTime":"2022-02-25 20:37","market":"fut","language":"zh","title":"Pre-market | Geopolitical risks are not gone! 'Hardest' inflation gauge hits","url":"https://stock-news.laohu8.com/highlight/detail?id=1193402884","media":"老虎资讯综合","summary":"2月25日，美股三大股指期货跌幅收窄，截至发稿，道指期货跌0.35%；纳斯达克100指数期货跌0.2%；标普500指数期货跌0.32%。今日晚间，美国将公布美联储最在乎的通胀指标——PCE物价指数。美","content":"<p><html><head></head><body>On February 25th, the decline of the three major U.S. stock index futures narrowed. As of press time, the Dow futures fell by 0.35%; Nasdaq 100 futures fell 0.2%; S&P 500 futures fell 0.32%.</p><p><img src=\"https://static.tigerbbs.com/cf6eb7fcc13c5e2db4a050bb83e35af0\" tg-width=\"385\" tg-height=\"181\" width=\"100%\" height=\"auto\"/></p><p>This evening, the United States will release the inflation indicator that the Federal Reserve cares most about-the PCE price index. In December last year, the year-on-year growth rate of PCE in the United States recorded the highest level in nearly 40 years, and it is expected that the inflation growth rate will continue to accelerate. High inflation may force the Fed to stick to its rate hike despite geopolitical tensions.</p><p>Although Fed officials believe that inflation will eventually fall in the future, inflation levels that continue to exceed the central bank's target are also unacceptable. The Fed's No. 3, the FOMC's No. 2, and President of the New York Fed<a href=\"https://laohu8.com/S/WMB\">Williams</a>Recently, it is predicted that the real GDP growth rate in the United States will be slightly less than 3% this year, the unemployment rate will drop to about 3.5% before the end of the year, and PCE price inflation will drop to about 3%, which will further decline next year as supply challenges ease.</p><p><b>Premarket Quotes</b></p><p>Russian concept stocks strengthened premarket,<a href=\"https://laohu8.com/S/YNDX\">Yandex</a>Up more than 10%,<a href=\"https://laohu8.com/S/RSX\">Russia ETF-MarketVector</a>rose by more than 7%,<a href=\"https://laohu8.com/S/RUSL\">Double Long Russia ETF</a>rose by more than 33%;</p><p><a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a>It fell by more than 11% before the market, Q4 U.S. retail sales fell by 20% year-on-year, and the performance guidance fell short of expectations;</p><p><a href=\"https://laohu8.com/S/SQ\">Block</a>Up more than 17% premarket, Q4 revenue and non-GAAP EPS better than expected;</p><p><a href=\"https://laohu8.com/S/ETSY\">Etsy</a>It rose by more than 16% before the market, and Q4 revenue exceeded market expectations;</p><p><a href=\"https://laohu8.com/S/COIN\">Coinbase</a>It fell more than 2% premarket, and trading volume in the first quarter of 2022 is expected to decline quarter-over-quarter;</p><p><a href=\"https://laohu8.com/S/FTCH\">Farfetch</a>Nearly 30%, the net loss in the fourth quarter was narrower than market expectations, and more importantly, the adjusted EBITDA profit was achieved for the first time;</p><p><a href=\"https://laohu8.com/S/DELL\">Dell</a>down nearly 9%, Q4 FY22 net income narrowed sharply year over year, but PC backlog is expected to surge in the first quarter due to supply chain constraints, while earnings guidance is weak;</p><p><a href=\"https://laohu8.com/S/VMW\">Weirui</a>fell more than 5%, weak outlook despite strong results in the previous quarter;</p><p><a href=\"https://laohu8.com/S/ZS\">Zscaler</a>Down nearly 12%, guidance below Wall Street expectations;</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose by more than 1% before the market, with revenue in the fourth quarter increasing by 156.1% year-on-year and net profit increasing by 174.9% year-on-year;</p><p><a href=\"https://laohu8.com/S/DADA\">Dada Group</a>It rose nearly 8% before the market,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>The increase in Dada will be completed by the end of the month, increasing the shareholding to about 52%.</p><p><b>Premarket Earnings</b></p><p><a href=\"https://laohu8.com/NW/1134337368\" target=\"_blank\"><b>Li Auto Q4 revenue 10.62 billion, net profit 296 million</b></a><b></b></p><p>According to the financial report, the revenue in the fourth quarter was 10.62 billion yuan, with the market expectation of 10.099 billion yuan and 4.147 billion yuan in the same period last year. The net profit in the fourth quarter was 296 million yuan, and the market expected a net loss of 118 million yuan, compared with a net profit of 108 million yuan in the same period last year; Earnings per share in the fourth quarter were 0.29 yuan, and the market expected a loss per share of 0.2 yuan, compared with earnings per share of 0.12 yuan in the same period last year.</p><p><b>European market</b></p><p>Major European stock indexes rose across the board. As of press time, Germany's DAX30 index rose 1.48%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>up 2.22%, and French CAC40 rose 1.69%.</p><p><img src=\"https://static.tigerbbs.com/d305e7cb9e5761328d27d0677afda490\" tg-width=\"819\" tg-height=\"361\" width=\"100%\" height=\"auto\"/></p><p><b>crude oil</b></p><p>Crude oil futures fluctuated sharply. As of press time, WTI crude oil rose 0.86% to 93.61 USD/barrel; Brent crude oil rose 0.5% to $95.9/barrel.</p><p><img src=\"https://static.tigerbbs.com/572dd129a7384870ddbca79b5bc4bcd1\" tg-width=\"889\" tg-height=\"822\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/293264781c0f54d9da966b05f5dc0df9\" tg-width=\"889\" tg-height=\"824\" width=\"100%\" height=\"auto\"/></p><p><b>Gold</b></p><p>Gold futures fell during the day, falling 1.03% to $1,906.5/oz as of press time.</p><p><img src=\"https://static.tigerbbs.com/e1545864c7358801f6b47daf2970e356\" tg-width=\"889\" tg-height=\"823\" width=\"100%\" height=\"auto\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-market | Geopolitical risks are not gone! 'Hardest' inflation gauge hits</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\">\nPre-market | Geopolitical risks are not gone! 'Hardest' inflation gauge hits\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-02-25 20:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On February 25th, the decline of the three major U.S. stock index futures narrowed. As of press time, the Dow futures fell by 0.35%; Nasdaq 100 futures fell 0.2%; S&P 500 futures fell 0.32%.</p><p><img src=\"https://static.tigerbbs.com/cf6eb7fcc13c5e2db4a050bb83e35af0\" tg-width=\"385\" tg-height=\"181\" width=\"100%\" height=\"auto\"/></p><p>This evening, the United States will release the inflation indicator that the Federal Reserve cares most about-the PCE price index. In December last year, the year-on-year growth rate of PCE in the United States recorded the highest level in nearly 40 years, and it is expected that the inflation growth rate will continue to accelerate. High inflation may force the Fed to stick to its rate hike despite geopolitical tensions.</p><p>Although Fed officials believe that inflation will eventually fall in the future, inflation levels that continue to exceed the central bank's target are also unacceptable. The Fed's No. 3, the FOMC's No. 2, and President of the New York Fed<a href=\"https://laohu8.com/S/WMB\">Williams</a>Recently, it is predicted that the real GDP growth rate in the United States will be slightly less than 3% this year, the unemployment rate will drop to about 3.5% before the end of the year, and PCE price inflation will drop to about 3%, which will further decline next year as supply challenges ease.</p><p><b>Premarket Quotes</b></p><p>Russian concept stocks strengthened premarket,<a href=\"https://laohu8.com/S/YNDX\">Yandex</a>Up more than 10%,<a href=\"https://laohu8.com/S/RSX\">Russia ETF-MarketVector</a>rose by more than 7%,<a href=\"https://laohu8.com/S/RUSL\">Double Long Russia ETF</a>rose by more than 33%;</p><p><a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a>It fell by more than 11% before the market, Q4 U.S. retail sales fell by 20% year-on-year, and the performance guidance fell short of expectations;</p><p><a href=\"https://laohu8.com/S/SQ\">Block</a>Up more than 17% premarket, Q4 revenue and non-GAAP EPS better than expected;</p><p><a href=\"https://laohu8.com/S/ETSY\">Etsy</a>It rose by more than 16% before the market, and Q4 revenue exceeded market expectations;</p><p><a href=\"https://laohu8.com/S/COIN\">Coinbase</a>It fell more than 2% premarket, and trading volume in the first quarter of 2022 is expected to decline quarter-over-quarter;</p><p><a href=\"https://laohu8.com/S/FTCH\">Farfetch</a>Nearly 30%, the net loss in the fourth quarter was narrower than market expectations, and more importantly, the adjusted EBITDA profit was achieved for the first time;</p><p><a href=\"https://laohu8.com/S/DELL\">Dell</a>down nearly 9%, Q4 FY22 net income narrowed sharply year over year, but PC backlog is expected to surge in the first quarter due to supply chain constraints, while earnings guidance is weak;</p><p><a href=\"https://laohu8.com/S/VMW\">Weirui</a>fell more than 5%, weak outlook despite strong results in the previous quarter;</p><p><a href=\"https://laohu8.com/S/ZS\">Zscaler</a>Down nearly 12%, guidance below Wall Street expectations;</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose by more than 1% before the market, with revenue in the fourth quarter increasing by 156.1% year-on-year and net profit increasing by 174.9% year-on-year;</p><p><a href=\"https://laohu8.com/S/DADA\">Dada Group</a>It rose nearly 8% before the market,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>The increase in Dada will be completed by the end of the month, increasing the shareholding to about 52%.</p><p><b>Premarket Earnings</b></p><p><a href=\"https://laohu8.com/NW/1134337368\" target=\"_blank\"><b>Li Auto Q4 revenue 10.62 billion, net profit 296 million</b></a><b></b></p><p>According to the financial report, the revenue in the fourth quarter was 10.62 billion yuan, with the market expectation of 10.099 billion yuan and 4.147 billion yuan in the same period last year. The net profit in the fourth quarter was 296 million yuan, and the market expected a net loss of 118 million yuan, compared with a net profit of 108 million yuan in the same period last year; Earnings per share in the fourth quarter were 0.29 yuan, and the market expected a loss per share of 0.2 yuan, compared with earnings per share of 0.12 yuan in the same period last year.</p><p><b>European market</b></p><p>Major European stock indexes rose across the board. As of press time, Germany's DAX30 index rose 1.48%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>up 2.22%, and French CAC40 rose 1.69%.</p><p><img src=\"https://static.tigerbbs.com/d305e7cb9e5761328d27d0677afda490\" tg-width=\"819\" tg-height=\"361\" width=\"100%\" height=\"auto\"/></p><p><b>crude oil</b></p><p>Crude oil futures fluctuated sharply. As of press time, WTI crude oil rose 0.86% to 93.61 USD/barrel; Brent crude oil rose 0.5% to $95.9/barrel.</p><p><img src=\"https://static.tigerbbs.com/572dd129a7384870ddbca79b5bc4bcd1\" tg-width=\"889\" tg-height=\"822\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/293264781c0f54d9da966b05f5dc0df9\" tg-width=\"889\" tg-height=\"824\" width=\"100%\" height=\"auto\"/></p><p><b>Gold</b></p><p>Gold futures fell during the day, falling 1.03% to $1,906.5/oz as of press time.</p><p><img src=\"https://static.tigerbbs.com/e1545864c7358801f6b47daf2970e356\" tg-width=\"889\" tg-height=\"823\" width=\"100%\" height=\"auto\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯","ZS":"Zscaler Inc.","RSX":"俄罗斯ETF-Market Vectors",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193402884","content_text":"2月25日，美股三大股指期货跌幅收窄，截至发稿，道指期货跌0.35%；纳斯达克100指数期货跌0.2%；标普500指数期货跌0.32%。今日晚间，美国将公布美联储最在乎的通胀指标——PCE物价指数。美国去年12月PCE同比增速录得近40年来最高水平，预计本次通胀增速还将继续加速上升。高居不下的通胀可能迫使美联储在地缘局势紧张的情况下仍然坚持加息。虽然美联储官员认为，未来通胀终究会回落，但持续超出央行目标的通胀水平也是令人无法接受的。美联储三号人物、FOMC的二号人物、纽约联储主席威廉姆斯近日预计，今年美国实际GDP增速将略低于3%，失业率将在年底前降至3.5%左右，PCE物价通胀将降至3%左右，随着供应挑战缓解，明年还会进一步下降。盘前行情俄罗斯概念股盘前走强，Yandex涨逾10%，俄罗斯ETF-MarketVector涨超7%，二倍做多俄罗斯ETF涨超33%；Beyond Meat盘前跌逾11%，Q4美国零售额同比下降20%，且业绩指引不及预期；Block盘前涨逾17%，Q4营收及non-GAAP每股盈利好于预期；Etsy盘前大涨超16%，Q4收入超市场预期；Coinbase盘前跌超2%，预计2022年第一季度的交易量环比将下降；Farfetch涨近30%，第四季度净亏损窄于市场预期，更重要的是首次实现调整后的EBITDA盈利；戴尔跌近9%，2022财年Q4凈利同比大幅收窄，但由于供应链限制，预计第一季度PC积压量将激增，同时盈利指引疲弱；威睿跌超5%，尽管前一季度业绩强劲，但展望疲弱；Zscaler跌近12%，指引低于华尔街预期；理想汽车盘前涨超1%，第四季度营收同比增长156.1%，净利润同比增174.9%；达达集团盘前涨近8%，京东增持达达将于月底前完成，持股比例将增至约52%。盘前财报理想汽车Q4营收106.2亿，净利润2.96亿财报显示，第四季度营收106.2亿元，市场预期100.99亿元，去年同期41.47亿元。第四季度净利润2.96亿元，市场预期净亏损1.18亿元，去年同期净利润1.08亿元；第四季度每股收益0.29元，市场预期每股亏损0.2元，去年同期每股收益0.12元。欧洲市场欧洲主要股指全线上涨，截至发稿，德国DAX30指数涨1.48%，英国富时100涨2.22%，法国CAC40涨1.69%。原油原油期货大幅震荡，截止发稿，WTI原油涨0.86%，报93.61美元/桶；布伦特原油涨0.5%，报95.9美元/桶。黄金黄金期货日内走低，截止发稿，跌1.03%，报1906.5美元/盎司。","news_type":1,"symbols_score_info":{".IXIC":0.9,"NQmain":0.9,"ESmain":0.9,"ZS":0.9,"YMmain":0.9,".DJI":0.9,"RSX":0.9,".SPX":0.9,"FTCH":0.9}},"isVote":1,"tweetType":1,"viewCount":1877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030468282,"gmtCreate":1645788294598,"gmtModify":1676534064333,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"🤷🏻‍♂️..so what.russian 💪👌","listText":"🤷🏻‍♂️..so what.russian 💪👌","text":"🤷🏻‍♂️..so what.russian 💪👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030468282","repostId":"2214920283","repostType":4,"isVote":1,"tweetType":1,"viewCount":2123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097780649,"gmtCreate":1645568264821,"gmtModify":1676534039110,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097780649","repostId":"1132759870","repostType":4,"repost":{"id":"1132759870","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":1645532695,"share":"https://ttm.financial/m/news/1132759870?lang=en_US&edition=fundamental","pubTime":"2022-02-22 20:24","market":"fut","language":"zh","title":"One picture to understand | How does geopolitical risk affect asset prices?","url":"https://stock-news.laohu8.com/highlight/detail?id=1132759870","media":"老虎资讯综合","summary":"年初以来，全球地缘风险有不断升温迹象，俄乌关系持续紧张引发诸多关注，并成为近期全球资产定价的主线之一。地缘风险特别是区域性的冲突，因其突发性，通常很难准确预判，但也正因如此，此类事件都会对全球风险资产","content":"<p><html><head></head><body>Since the beginning of the year, global geopolitical risks have shown signs of rising, and the continuous tension between Russia and Ukraine has attracted a lot of attention, and has become one of the main lines of global asset pricing in the near future.</p><p>Geopolitical risks, especially regional conflicts, are usually difficult to predict accurately because of their sudden nature, but it is precisely because of this that such events will cause pulse-like instantaneous impact on global risk assets and markets.</p><p>Although we cannot make an accurate judgment on the subsequent evolution of the situation, this does not prevent us from sorting out the impact of geopolitical risks on asset prices based on the asset performance during previous geopolitical risks and local conflicts.</p><p>But the question is, how big and for how long will this impact be? We have sorted out the typical local conflicts since the 1990s, especially the global market and asset performance involving major powers, such as the September 11 incident in 2001 and the subsequent war in Afghanistan; Iraq War 2003; The conflict between Russia and Ukraine triggered by the Crimean crisis in 2014; 2014 US military involvement in Syrian civil war; U.S. airstrikes in Syria in 2017; The Korean Peninsula Crisis in 2017; U.S. airstrikes on Iran in January 2020, etc.</p><p>Through this long chart, it is hoped that investors can have a better understanding of the extent, breadth and length of impact of geopolitical risks.</p><p><img src=\"https://static.tigerbbs.com/a62d5d6d0aaab80afeab3e0d46efa3b8\" tg-width=\"734\" tg-height=\"3641\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>One picture to understand | How does geopolitical risk affect asset prices?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOne picture to understand | How does geopolitical risk affect asset prices?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-02-22 20:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Since the beginning of the year, global geopolitical risks have shown signs of rising, and the continuous tension between Russia and Ukraine has attracted a lot of attention, and has become one of the main lines of global asset pricing in the near future.</p><p>Geopolitical risks, especially regional conflicts, are usually difficult to predict accurately because of their sudden nature, but it is precisely because of this that such events will cause pulse-like instantaneous impact on global risk assets and markets.</p><p>Although we cannot make an accurate judgment on the subsequent evolution of the situation, this does not prevent us from sorting out the impact of geopolitical risks on asset prices based on the asset performance during previous geopolitical risks and local conflicts.</p><p>But the question is, how big and for how long will this impact be? We have sorted out the typical local conflicts since the 1990s, especially the global market and asset performance involving major powers, such as the September 11 incident in 2001 and the subsequent war in Afghanistan; Iraq War 2003; The conflict between Russia and Ukraine triggered by the Crimean crisis in 2014; 2014 US military involvement in Syrian civil war; U.S. airstrikes in Syria in 2017; The Korean Peninsula Crisis in 2017; U.S. airstrikes on Iran in January 2020, etc.</p><p>Through this long chart, it is hoped that investors can have a better understanding of the extent, breadth and length of impact of geopolitical risks.</p><p><img src=\"https://static.tigerbbs.com/a62d5d6d0aaab80afeab3e0d46efa3b8\" tg-width=\"734\" tg-height=\"3641\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4bfb10b06725af696d5ea08c128fdad5","relate_stocks":{".SPX":"S&P 500 Index","EEM":"新兴市场ETF-iShares MSCI",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132759870","content_text":"年初以来，全球地缘风险有不断升温迹象，俄乌关系持续紧张引发诸多关注，并成为近期全球资产定价的主线之一。地缘风险特别是区域性的冲突，因其突发性，通常很难准确预判，但也正因如此，此类事件都会对全球风险资产和市场造成脉冲式瞬时冲击。虽然我们无法对后续局势演变做出准确判断，但这不妨碍我们结合历次地缘风险和局部冲突时的资产表现，梳理地缘风险对资产价格的影响。但问题是，这一影响有多大、会持续多久？我们对上世纪90年代以来较为典型的局部冲突、特别是涉及到主要大国的全球市场和资产表现进行了梳理，例如2001年911事件和随后的阿富汗战争；2003年伊拉克战争；2014年由克里米亚危机引发的俄罗斯与乌克兰间的冲突；2014美国军事介入叙利亚内战；2017年美国空袭叙利亚；2017年朝鲜半岛危机；2020年1月美国空袭伊朗等。通过这张长图，希望投资者能够对地缘风险的影响程度、广度和波及时长有更好的理解。","news_type":1,"symbols_score_info":{"CLmain":0.9,".IXIC":0.9,"GCmain":0.9,"EEM":0.9,"BZmain":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097208551,"gmtCreate":1645458936053,"gmtModify":1676534029782,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"😱👻","listText":"😱👻","text":"😱👻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097208551","repostId":"1140445130","repostType":4,"isVote":1,"tweetType":1,"viewCount":1377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097610470,"gmtCreate":1645437446978,"gmtModify":1676534027653,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"😬","listText":"😬","text":"😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097610470","repostId":"1155028285","repostType":4,"isVote":1,"tweetType":1,"viewCount":1233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097082625,"gmtCreate":1645266122107,"gmtModify":1676534014652,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"😎","listText":"😎","text":"😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097082625","repostId":"1170666864","repostType":4,"isVote":1,"tweetType":1,"viewCount":992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094305325,"gmtCreate":1645057607885,"gmtModify":1676533991872,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"🥶","listText":"🥶","text":"🥶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094305325","repostId":"1117775829","repostType":2,"isVote":1,"tweetType":1,"viewCount":1477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095264386,"gmtCreate":1644932802680,"gmtModify":1676533976672,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"😅","listText":"😅","text":"😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095264386","repostId":"2211633116","repostType":4,"repost":{"id":"2211633116","kind":"highlight","weMediaInfo":{"introduction":"中国专业的高端财富管理机构，专注于高净值客户服务和大类资产配置。百万精英人士都在关注，多次入选全国自媒体20强榜单。每日精选7篇文章与您分享，涵盖政经、投资、历史和生活，让您畅享思想与财富的盛宴。公司网址：www.licai.com","home_visible":1,"media_name":"格上财富","id":"1054268451","head_image":"https://static.tigerbbs.com/9cb0d9ca821a4b8584db1257562b60a6"},"pubTimestamp":1644929100,"share":"https://ttm.financial/m/news/2211633116?lang=en_US&edition=fundamental","pubTime":"2022-02-15 20:45","market":"us","language":"zh","title":"Nobel Prize winner explains in detail: How Musk succeeded by \"bastard thinking\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2211633116","media":"格上财富","summary":"今天这篇文章，以马斯克的“混蛋思维”为例，去寻找天才们的思维特点。","content":"<p><html><head></head><body><img src=\"https://static.tigerbbs.com/93aeae891033401e9b7b591220020cb6\" tg-width=\"550\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/></p><p><b>By Wilczek, Nobel Prize winner in Physics</b></p><p><b>Introduction:</b>Musk, to be precise, doesn't have much interpersonal compassion, but has a wealth of human compassion. Sometimes, this makes Musk seem inhuman and even a bit of an asshole.<b>Today's article takes Musk's \"bastard thinking\" as an example to find the thinking characteristics of geniuses.</b></p><p>How many ideas can occur in a person's mind in a lifetime?</p><p>The Nobel Prize-winning physicist Wilczek gave an answer in his book The Principles of Everything:<b>One billion times.</b></p><p>How many of the one billion flash ideas will be put into action? Let's not discuss it for now. Today, I want to focus on the intermediate link from idea to action:<b>Decision making.</b></p><p>Each of us constantly faces decisions, big and small, every day,</p><p>Some decisions can be decided by intuition and inertia, and even if there are mistakes, the results are harmless;</p><p>But some decisions are crucial and need to be decided carefully.</p><p>As a complex organism with a mixture of reason and sensibility, we are inevitably influenced by some interfering factors in the decision-making process, such as sentiment, comparison, bias, experience and so on.</p><p>How to improve the correctness of decision-making?</p><p>The following three kinds of thinking can give some reference answers.</p><p><b>1</b></p><p><b>Asshole mind</b></p><p>One of the biggest difficulties in decision-making is feelings.</p><p>Many times we are hesitant when we should act because we are concerned about the feelings of others.</p><p>However, there are people who are not affected by feelings at all and act firmly towards their goals. They even look like some bastards.</p><p>In the early years, Buffett was a prime example. His child was in a car accident and came home to tell him about it. He didn't even look up and only remembered to check the situation the next day.</p><p>The founder of the company he bought, who wanted to keep a tiny portion of the equity as a family memorial, was also mercilessly refused by Buffett.</p><p>There's the same asshole side, and<a href=\"https://laohu8.com/S/GOOG\">Google</a>The founder of Larry Page.</p><p>In 2001, despite the objections of other executives, he announced directly in front of more than 130 colleagues that he had fired all project managers without any prior notice.</p><p><b>The bastards don't deceive themselves, don't care what they do, dare to fight to the death, and are heartless. Thanks to these seemingly unreasonable shortcomings, they have some kind of \"super-rationality\" instead.</b></p><p>It can be said that bastard thinking has the \"innate immunity\" of the brain.</p><p>Specifically, \"bastard thinking\" includes the following 6 characteristics:</p><p><b>1. Not maintaining one's correctness</b></p><p>Jobs is a typical example, and he is notoriously capricious. During company meetings, Jobs often called out other people's ideas for nothing. Even if some ideas were rejected by him, if he later thought that the idea was indeed good, he would still adopt it, and would never maintain his authority and correctness.</p><p><b>2. Don't care about other people's evaluations</b></p><p>Buffett, for example, believes that the most important asset of his investment career and the most important point of personal quality is the internal scorecard, which is the score he gives himself. The corresponding external scorecard is the score given to you by the outside world. It's not that we don't need evaluation feedback, it's about figuring out which evaluation we should use as a criterion for self-challenge. Buffett believes that it is more important to listen to your heart than to listen to the outside world.</p><p><b>3. Not subject to other people's emotional fluctuations</b></p><p>This is not to say that assholes themselves do not fluctuate emotionally, but that assholes are not easily affected by other people's emotional fluctuations, which is also a quality that elite athletes must possess. Lee Chang-ho, a famous Korean Go player, is nicknamed \"Stone Buddha\", which means that he plays chess expressionlessly. At a competition, the reporter took more than 100 photos of Lee Chang-ho. When he washed them out, he all had the same expression.</p><p><b>4. Do not taboo cruel frankness</b></p><p>Extreme frankness is one of the most efficient, although often cruel, forms of communication. Dalio felt why he should waste time on these things, so he established a corporate culture of \"extreme honesty and extreme transparency\" within Bridgewater.</p><p><b>5. Do not sympathize with your own experiences</b></p><p>Bastards hardly feel self-pity, which allows them to remain extremely optimistic in the midst of trouble. After Elon Musk's SpaceX suffered a rocket crash, a group of people drank at a bar to calm down their sorrows. Although Musk was also worried about his financial situation, he was still very optimistic and established a new goal-relaunching the rocket in six months.</p><p><b>6. Always pursue great meaning</b></p><p>This is the biggest difference between someone with an asshole mind and a real asshole. As Emerson put it, \"The world makes way for the man who is committed to his goal.\"</p><p>Ashley Vance, author of Silicon Valley Iron Man, once commented:</p><p>\"Musk is a man of affection and righteousness. He presents joy, anger, sorrow and joy in an epic way. What he feels most deeply is his mission to change the destiny of humanity. Therefore, he is difficult to realize the strong emotions of others, so that his human side will be obscured, making him seem ruthless and ignorant of individual thoughts and needs. But it is likely that only this kind of person can turn the whimsy of space networks into reality. \"</p><p><b>2</b></p><p><b>First principles</b></p><p>In 2014, Elon Musk gave a five-minute commencement speech at the University of Southern California Business School. He summarized his thoughts on work and life into five key points, one of which talked about his decision-making style:</p><p>\"Don't follow what others say to catch up with trends. From the perspective of first principles, don't use analogies to argue, but deduce through the most essential elements. This way you can tell what you should do and which are just following in the footsteps of others. Of course this is difficult, but this is the best way.\"</p><p>This is not the first time Musk has mentioned in public the framework of thinking he highly admires: first principles.</p><p>\"In daily life, we always tend to compare what others have done or are doing, and we do it too. The result of thinking about decisions in this way is only small iterations.</p><p><b>First principles thinking is a way of looking at the world from a physical perspective, that is to say, peeling off the appearance of things layer by layer, seeing the essence inside, and then going up from the essence layer by layer.</b>It takes a lot of brain power. \"</p><p><b>How do first principles work in practical decision-making?</b></p><p>Take Musk's vacuum capsule high-speed rail as an example:</p><p>If we design new train products with comparative thinking or empirical thinking, most people's idea is to improve the existing functions, make the power stronger and the fluid mechanics better;</p><p>However, if we use first principles to analyze product demand, we have to return to the essential purpose of transportation means: transporting more goods from point A to point B. This is the original purpose of manufacturing trains and other transportation means, and it is not necessary to use traction to achieve upgrading.</p><p>With the support of the first principles, Musk proposed to use the mode of magnetic levitation plus low vacuum to build a vacuum capsule high-speed rail.</p><p>Through this way of thinking, Musk has also made it possible to commercialize electric vehicles.</p><p><b>The starting point of most people's consideration is that the current situation of this matter is an established fact, and I can't change it;</b></p><p><b>But Musk's idea is — if this thing works on a physical level, then I can do it, too.</b></p><p>In his book The Principles of Everything, the Nobel Prize-winning physicist Wilczek wrote:</p><p>From the mid-16th century to the present, in space, human exploration has expanded beyond the solar system to galaxies, nebulae, and the universe at large;</p><p>From Galileo's few centimeters large rolling ball focused to elementary particles smaller than 10-15 meters;</p><p>In terms of time, humans can both describe the evolution of the universe over 13 billion years, and track Higgs particles with a lifetime of only 10-22 seconds.</p><p>Finally, human beings discovered that the complex world consists of only a few very simple elementary particles, operating according to a few basic physical laws.</p><p>And these most basic laws not only explain the rules of the universe, but also reveal or remind us to look at the world and think about the basic laws that everything should follow.</p><p>Musk once gave physics a very high evaluation. He said, \"The basic theory of physics is the most useful. The thinking framework of physics is by far the most useful framework\".</p><p>How does the universe work? What is the principle of all things?</p><p>Understanding these problems is not only to satisfy our curiosity about the world, but also to learn the most basic truth about the operation of everything, including ourselves, from the study of the physical world.</p><p><b>3</b></p><p><b>Grayscale cognition, black-and-white decision-making</b></p><p>People often make a mistake when discussing problems: Everyone is eager to prove that their options are the best and trying to convince the other person.</p><p>No one really thinks about the feasibility, cost and benefit of each scheme, and naturally can't come to the optimal decision.</p><p><b>In the cognitive stage, there is no need to be black and white. Don't turn the discussion plan into an offensive and defensive battle of sticking to your position. This is grayscale cognition;</b></p><p><b>In the final decision, there must be a black-and-white choice, which cannot be ambiguous. This is black-and-white decision-making.</b></p><p>But in reality, it is easy to confuse the two, black and white in cognition, and hesitant in decision-making.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nobel Prize winner explains in detail: How Musk succeeded by \"bastard thinking\"</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\">\nNobel Prize winner explains in detail: How Musk succeeded by \"bastard thinking\"\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1054268451\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/9cb0d9ca821a4b8584db1257562b60a6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格上财富 </p>\n<p class=\"h-time smaller\">2022-02-15 20:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><img src=\"https://static.tigerbbs.com/93aeae891033401e9b7b591220020cb6\" tg-width=\"550\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/></p><p><b>By Wilczek, Nobel Prize winner in Physics</b></p><p><b>Introduction:</b>Musk, to be precise, doesn't have much interpersonal compassion, but has a wealth of human compassion. Sometimes, this makes Musk seem inhuman and even a bit of an asshole.<b>Today's article takes Musk's \"bastard thinking\" as an example to find the thinking characteristics of geniuses.</b></p><p>How many ideas can occur in a person's mind in a lifetime?</p><p>The Nobel Prize-winning physicist Wilczek gave an answer in his book The Principles of Everything:<b>One billion times.</b></p><p>How many of the one billion flash ideas will be put into action? Let's not discuss it for now. Today, I want to focus on the intermediate link from idea to action:<b>Decision making.</b></p><p>Each of us constantly faces decisions, big and small, every day,</p><p>Some decisions can be decided by intuition and inertia, and even if there are mistakes, the results are harmless;</p><p>But some decisions are crucial and need to be decided carefully.</p><p>As a complex organism with a mixture of reason and sensibility, we are inevitably influenced by some interfering factors in the decision-making process, such as sentiment, comparison, bias, experience and so on.</p><p>How to improve the correctness of decision-making?</p><p>The following three kinds of thinking can give some reference answers.</p><p><b>1</b></p><p><b>Asshole mind</b></p><p>One of the biggest difficulties in decision-making is feelings.</p><p>Many times we are hesitant when we should act because we are concerned about the feelings of others.</p><p>However, there are people who are not affected by feelings at all and act firmly towards their goals. They even look like some bastards.</p><p>In the early years, Buffett was a prime example. His child was in a car accident and came home to tell him about it. He didn't even look up and only remembered to check the situation the next day.</p><p>The founder of the company he bought, who wanted to keep a tiny portion of the equity as a family memorial, was also mercilessly refused by Buffett.</p><p>There's the same asshole side, and<a href=\"https://laohu8.com/S/GOOG\">Google</a>The founder of Larry Page.</p><p>In 2001, despite the objections of other executives, he announced directly in front of more than 130 colleagues that he had fired all project managers without any prior notice.</p><p><b>The bastards don't deceive themselves, don't care what they do, dare to fight to the death, and are heartless. Thanks to these seemingly unreasonable shortcomings, they have some kind of \"super-rationality\" instead.</b></p><p>It can be said that bastard thinking has the \"innate immunity\" of the brain.</p><p>Specifically, \"bastard thinking\" includes the following 6 characteristics:</p><p><b>1. Not maintaining one's correctness</b></p><p>Jobs is a typical example, and he is notoriously capricious. During company meetings, Jobs often called out other people's ideas for nothing. Even if some ideas were rejected by him, if he later thought that the idea was indeed good, he would still adopt it, and would never maintain his authority and correctness.</p><p><b>2. Don't care about other people's evaluations</b></p><p>Buffett, for example, believes that the most important asset of his investment career and the most important point of personal quality is the internal scorecard, which is the score he gives himself. The corresponding external scorecard is the score given to you by the outside world. It's not that we don't need evaluation feedback, it's about figuring out which evaluation we should use as a criterion for self-challenge. Buffett believes that it is more important to listen to your heart than to listen to the outside world.</p><p><b>3. Not subject to other people's emotional fluctuations</b></p><p>This is not to say that assholes themselves do not fluctuate emotionally, but that assholes are not easily affected by other people's emotional fluctuations, which is also a quality that elite athletes must possess. Lee Chang-ho, a famous Korean Go player, is nicknamed \"Stone Buddha\", which means that he plays chess expressionlessly. At a competition, the reporter took more than 100 photos of Lee Chang-ho. When he washed them out, he all had the same expression.</p><p><b>4. Do not taboo cruel frankness</b></p><p>Extreme frankness is one of the most efficient, although often cruel, forms of communication. Dalio felt why he should waste time on these things, so he established a corporate culture of \"extreme honesty and extreme transparency\" within Bridgewater.</p><p><b>5. Do not sympathize with your own experiences</b></p><p>Bastards hardly feel self-pity, which allows them to remain extremely optimistic in the midst of trouble. After Elon Musk's SpaceX suffered a rocket crash, a group of people drank at a bar to calm down their sorrows. Although Musk was also worried about his financial situation, he was still very optimistic and established a new goal-relaunching the rocket in six months.</p><p><b>6. Always pursue great meaning</b></p><p>This is the biggest difference between someone with an asshole mind and a real asshole. As Emerson put it, \"The world makes way for the man who is committed to his goal.\"</p><p>Ashley Vance, author of Silicon Valley Iron Man, once commented:</p><p>\"Musk is a man of affection and righteousness. He presents joy, anger, sorrow and joy in an epic way. What he feels most deeply is his mission to change the destiny of humanity. Therefore, he is difficult to realize the strong emotions of others, so that his human side will be obscured, making him seem ruthless and ignorant of individual thoughts and needs. But it is likely that only this kind of person can turn the whimsy of space networks into reality. \"</p><p><b>2</b></p><p><b>First principles</b></p><p>In 2014, Elon Musk gave a five-minute commencement speech at the University of Southern California Business School. He summarized his thoughts on work and life into five key points, one of which talked about his decision-making style:</p><p>\"Don't follow what others say to catch up with trends. From the perspective of first principles, don't use analogies to argue, but deduce through the most essential elements. This way you can tell what you should do and which are just following in the footsteps of others. Of course this is difficult, but this is the best way.\"</p><p>This is not the first time Musk has mentioned in public the framework of thinking he highly admires: first principles.</p><p>\"In daily life, we always tend to compare what others have done or are doing, and we do it too. The result of thinking about decisions in this way is only small iterations.</p><p><b>First principles thinking is a way of looking at the world from a physical perspective, that is to say, peeling off the appearance of things layer by layer, seeing the essence inside, and then going up from the essence layer by layer.</b>It takes a lot of brain power. \"</p><p><b>How do first principles work in practical decision-making?</b></p><p>Take Musk's vacuum capsule high-speed rail as an example:</p><p>If we design new train products with comparative thinking or empirical thinking, most people's idea is to improve the existing functions, make the power stronger and the fluid mechanics better;</p><p>However, if we use first principles to analyze product demand, we have to return to the essential purpose of transportation means: transporting more goods from point A to point B. This is the original purpose of manufacturing trains and other transportation means, and it is not necessary to use traction to achieve upgrading.</p><p>With the support of the first principles, Musk proposed to use the mode of magnetic levitation plus low vacuum to build a vacuum capsule high-speed rail.</p><p>Through this way of thinking, Musk has also made it possible to commercialize electric vehicles.</p><p><b>The starting point of most people's consideration is that the current situation of this matter is an established fact, and I can't change it;</b></p><p><b>But Musk's idea is — if this thing works on a physical level, then I can do it, too.</b></p><p>In his book The Principles of Everything, the Nobel Prize-winning physicist Wilczek wrote:</p><p>From the mid-16th century to the present, in space, human exploration has expanded beyond the solar system to galaxies, nebulae, and the universe at large;</p><p>From Galileo's few centimeters large rolling ball focused to elementary particles smaller than 10-15 meters;</p><p>In terms of time, humans can both describe the evolution of the universe over 13 billion years, and track Higgs particles with a lifetime of only 10-22 seconds.</p><p>Finally, human beings discovered that the complex world consists of only a few very simple elementary particles, operating according to a few basic physical laws.</p><p>And these most basic laws not only explain the rules of the universe, but also reveal or remind us to look at the world and think about the basic laws that everything should follow.</p><p>Musk once gave physics a very high evaluation. He said, \"The basic theory of physics is the most useful. The thinking framework of physics is by far the most useful framework\".</p><p>How does the universe work? What is the principle of all things?</p><p>Understanding these problems is not only to satisfy our curiosity about the world, but also to learn the most basic truth about the operation of everything, including ourselves, from the study of the physical world.</p><p><b>3</b></p><p><b>Grayscale cognition, black-and-white decision-making</b></p><p>People often make a mistake when discussing problems: Everyone is eager to prove that their options are the best and trying to convince the other person.</p><p>No one really thinks about the feasibility, cost and benefit of each scheme, and naturally can't come to the optimal decision.</p><p><b>In the cognitive stage, there is no need to be black and white. Don't turn the discussion plan into an offensive and defensive battle of sticking to your position. This is grayscale cognition;</b></p><p><b>In the final decision, there must be a black-and-white choice, which cannot be ambiguous. This is black-and-white decision-making.</b></p><p>But in reality, it is easy to confuse the two, black and white in cognition, and hesitant in decision-making.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93aeae891033401e9b7b591220020cb6","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211633116","content_text":"作者：维尔切克 诺贝尔物理学奖得主导读：准确地说，马斯克没有太多的人际同情心，但有丰富的人类同情心。有时候，这让马斯克显得不近人情，甚至有些混蛋。今天这篇文章，以马斯克的“混蛋思维”为例，去寻找天才们的思维特点。人的一生中，脑海里可以产生多少想法？诺贝尔物理学奖得主维尔切克在《万物原理》一书中给到一个答案：10亿次。10亿次灵光闪现的想法，有多少会被付诸行动，我们暂不探讨，今天想着重探讨一下从想法到行动的中间环节：决策。我们每个人每天都在不停歇地面临大大小小的决策，有的决策可以凭借直觉和惯性决定，即使出现失误，结果也无伤大雅；但有些决策至关重要，需要谨慎决定。作为一个理性与感性糅杂的复杂生物体，在决策过程中，我们总免不了受到一些干扰因素的影响，比如情面，比较，偏见，经验等等。如何提高决策的正确性呢？以下三种思维可以给到一些参考答案。1混蛋思维决策的一大难题是情面。很多时候我们因为顾及他人的情面，在应该行动的时候犹豫不决。可有一类人，他们丝毫不受情面影响，朝着自己的目标坚定行动，看起来甚至有些混蛋。早些年，巴菲特就是一个典型例子。他的孩子遇到车祸，回家把这件事告诉他，他头也没抬，第二天才想起来去看看情况。被他收购的公司的创始人，希望保留极少一部分股权作为家族纪念，也被巴菲特毫不留情地拒绝了。同样有混蛋那一面的，还有谷歌的创始人拉里·佩奇。2001年，他不顾其他高管反对，他当着 130 多位同事的面，直接宣布炒了所有项目经理的鱿鱼，事先完全没有任何通知。混蛋们不欺骗自己，做事不管不顾，敢于死磕，没心没肺。得益于这些看似很没道理的缺点，他们反而拥有了某种“超级理性”。可以说，混蛋思维拥有大脑的“先天免疫能力”。具体来说，“混蛋思维”包括以下 6个特点：1、不维护自己的正确乔布斯就是一个典型，他是出了名的反复无常。在公司开会时， 乔布斯经常骂别人的想法一无是处。有的想法即使被他否定了，如果 他后来认为那个想法的确很好，仍然会采用它，绝对不会维护自己的权威和正确。2、不在乎别人的评价拿巴菲特来说，他认为他投资生涯最重要的财富，也是个人品质中最重要的一点是内部计分卡，也就是自己给自己的打分。与之对应的外部计分卡，是外界给你的打分。我们不是不需要评价反馈，而是要弄清楚应该把哪个评价作为自我挑战的准则。巴菲特认为，比起听从外界，听从自己的内心更重要。3、不受制于他人的情感波动这并不是说混蛋们自己的情感不会波动，而是说混蛋们不容易受他人的情感波动影响，这也是优秀运动员必须具备的素质。韩国著名围棋选手李昌镐有个绰号叫“石佛”，就是说他下棋的时候面无表情。在一次比赛上，记者给李昌镐拍了 一百多张照片，洗出来一看，他都是一个表情。4、不忌讳残忍的坦诚极度坦诚是一种效率最高的沟通方式，虽然经常很残忍。达利欧就觉得，为什么要把时间浪费在这些事上面，所以他就在桥水基金内部建立了“极度坦诚、极度透明”的企业文化。5、不同情自己的遭遇混蛋几乎不会有自怨自艾的情绪，这令他们在困境中仍能保持极度乐观。埃隆·马斯克的SpaceX在遭遇了一次火箭坠毁后，一群人在酒吧借酒消愁，虽然马斯克也为财务状况担忧，但他还是表现得非常乐观，确立了新的目标—— 6 个月后重新发射火箭。6、永远追寻伟大的意义这是有混蛋思维的人和真正的混蛋最大的区别。正如爱默生所说：“对于一心向着目标前进的人，全世界都会为他让路。”《硅谷钢铁侠》的作者阿什利·万斯曾经评价：“马斯克是有情有义之人，他以一种史诗般的方式呈现喜怒哀乐，他感受最深刻的是自己改变人类命运的使命。因此，他难以意识到他人的强烈情绪，以致他富有人情味的一面会被掩盖，令他显得冷酷无情，不会顾及个体的想法和需求。但很可能只有这种人，才能将太空网络的奇思妙想变成现实。”2第一性原理2014年，埃隆·马斯克在南加州大学商学院的毕业演讲上，留下了一场5分钟的精彩分享，他将自己对工作和人生的思考总结为五个要点，其中一点说到了他的决策方式：“不要人云亦云去追赶趋势潮流，从第一性原理的角度来讲，不要用类比去论证，而是通过最本质的元素去推论。这样你才能分辨出哪些是你应该做的，哪些只是在跟随别人的脚步。当然这很难，但这是最好的办法。”这不是马斯克第一次在公众面前提及他极力推崇的思维框架：第一性原理。“在日常生活中，我们总是倾向于比较别人已经做过了或者正在做这件事情，我们就也去做。这样思考决策产生的结果是只能产生细小的迭代发展。第一性原理思维，是用物理学的角度看待世界的方法，也就是说一层层剥开事物的表象，看到里面的本质，然后再从本质一层层往上走。这要消耗大量的脑力。”第一性原理如何在实际决策中发挥作用？以马斯克的真空胶囊高铁为例：如果用比较思维或者经验思维设计新型火车产品，多数人的想法是在现有的功能上做提升，让动力更强劲，流体力学更好；但是如果用第一性原理分析产品需求，就要回到运输工具的本质目的：将较多的货物从A点运输到B点，这才是最初制造火车等运输工具的目的，并非一定要用牵引力才能实现升级。在第一性原理的支撑下，马斯克提出采用磁悬浮加低真空的模式，打造真空胶囊高铁。通过这样的思维方式，马斯克也让电动车的商业化成为可能。多数人考虑问题的出发点是——这件事情的现有情况是既定事实，我无法改变；但是马斯克的想法是——如果这件事在物理层面行得通，那么我也能做成。诺贝尔物理学奖得主维尔切克在《万物原理》一书中这样写道：从16世纪中叶到现在，在空间上，人类的探索从太阳系扩展到了星系、星云和整个宇宙；从伽利略几厘米大的滚球聚焦到了小于10-15米的基本粒子；在时间上，人类既能描述130亿年宇宙的演化，也能追踪寿命只有10-22秒的希格斯粒子。最后，人类发现纷繁复杂的大千世界只是由少数非常简单的基本粒子构成，按照少数基本的物理规律运行。而这些最基本的规律不仅解释了宇宙的运行规律，还揭示或者提醒了我们看待这个世界，思考万事万物应该遵循的基本规律。马斯克曾经给予物理学一个极高的评价，他说：“物理学的基础理论是最有用的。物理学的思维框架是迄今为止最有用的框架”。宇宙是如何运行的？万物的原理究竟是什么？了解这些问题不仅是满足对于世界的好奇，更是从对物理世界的研究中学到万物运行最基本的道理，包括我们自己。3灰度认知，黑白决策大家在讨论问题的时候，经常会犯一个错误：每个人都急于证明自己的选项是最好的，并试图说服对方。就没有人真正思考每个方案的可行性、成本和收益，自然无法得出最优决策。在认知阶段无须非黑即白，不要把讨论方案变成坚守立场的攻防战，这就是灰度认知；而在最终决策时，则必须有一个黑白分明的选择，不能模棱两可，这就是黑白决策。但现实中，我们很容易把两者混淆，在认知环节非黑即白，在决策环节犹豫不决。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095191600,"gmtCreate":1644846839129,"gmtModify":1676533967248,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"sole","listText":"sole","text":"sole","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095191600","repostId":"1143952641","repostType":4,"repost":{"id":"1143952641","kind":"news","pubTimestamp":1644830183,"share":"https://ttm.financial/m/news/1143952641?lang=en_US&edition=fundamental","pubTime":"2022-02-14 17:16","market":"us","language":"zh","title":"The \"lover\" of the stock god: After six years together, where did Buffett fall in love with Apple?","url":"https://stock-news.laohu8.com/highlight/detail?id=1143952641","media":"36氪财经","summary":"入股苹果，巴菲特大赚1341亿美元。","content":"<p><html><head></head><body>Author | Lin Yulian</p><p>For decades, Buffett has long doted on the consumer and financial sectors and is not keen on investing in tech stocks. However, since January 2016,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The world's leading technology company has become Buffett's \"favorite\" and now occupies Buffett's companies<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>42.73% position in the portfolio. From sneering at technology stocks to now spending the largest position to buy Apple and \"holding hands\" for six years, where did Buffett fall in love with Apple?</p><p>Buffett is optimistic that most companies have moat characteristics and excellent management. In addition to product strength and management, Apple's unique feature is that it has strong consumption attributes as a technology stock, and its return on net assets has performed well for many consecutive years. As Apple's stock price kept rising, Buffett made a lot of money, and the $134.1 billion investment income in Apple helped Berkshire withstand the negative impact of the pandemic.</p><p>At present, Berkshire's market value has exceeded 700 billion dollars. Against the background that the Fed's rate hike is expected to envelop the market, will this world's top insurance group, which has long operated in the \"investment + insurance\" mode, become the fifth trillion-dollar company?</p><p><b>Investing in Apple: Berkshire's third-largest business</b></p><p>In February 2020, Buffett admitted in a CNBC interview that Apple may be the best business in the world. It is not only a stock, but also Berkshire's third business. At the beginning of this year, Apple's share price once rose to a record high of $182.94/share, becoming the first giant company in the world to enter a market value of $3 trillion, which attracted market attention.</p><p>As of February 11th, Apple closed at $168.64, with a total market value of $2.75 trillion, exceeding the total GDP of the UK in 2020 of $2.71 trillion, equivalent to 7.5 Maotai.</p><p><img src=\"https://static.tigerbbs.com/fc05273ee76ab1ecf41ca6859e0ddcd7\" tg-width=\"550\" tg-height=\"339\" referrerpolicy=\"no-referrer\"/></p><p>Among the many investors in review, Buffett is undoubtedly the biggest winner. Buffett's purchase of Apple goes back to 2016, when his potential successors, investment managers Todd Combs and Ted Weisler, guided his fund to buy 9.81 million Apple shares. After getting Buffett's approval, Berkshire began to heavily position itself in Apple.</p><p>Since taking a position, Berkshire has also sold some Apple shares. In 2020, Apple's stock price cut in half, and Buffett reduced his position slightly in the third quarter, earning $11 billion in revenue. As of January 3, 2022, Berkshire held a total of 908 million Apple shares, with a shareholding ratio of 5.56%. Based on the stock price of that day, the shareholding value was 165.3 billion USD, minus the cumulative investment of 31.089 billion USD in 2020, making a huge profit of more than 134.1 billion USD, which aroused the envy of the market.</p><p><img src=\"https://static.tigerbbs.com/2b6123aa7605eb1074af7e2a93fafeb9\" tg-width=\"550\" tg-height=\"240\" referrerpolicy=\"no-referrer\"/>Data source: CNBC<img src=\"https://static.tigerbbs.com/236f8ead633b3024a9f008d243b983b1\" tg-width=\"550\" tg-height=\"84\" referrerpolicy=\"no-referrer\"/>Source: Corporate earnings report;<a href=\"https://laohu8.com/S/KRKR\">36 Krypton</a>charting</p><p>Investing in Apple helped Berkshire's two pillar businesses, insurance and railroads, take a huge hit due to the pandemic, and the company weathered the Covid shock. Apple's share price soared 33% in just one year in 2021, and to this day, Apple is the highest owned company in Berkshire's portfolio, with a position of over 40%. In 2021, Berkshire Hathaway shares rose 30%, slightly more than the S&P 500's 27% gain.</p><p><img src=\"https://static.tigerbbs.com/acd8a53bdd5ff0b54b22563a8a3a4de9\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/>Apple's cumulative total returns in the past five years have outperformed the S&P 500 and NasdaqSource: Apple Earnings</p><p>Why is Buffett, who has always scoffed at technology stocks, willing to hold Apple for a long time? At the shareholders' meeting in May 2021, Buffett revealed the core reason why he is optimistic about Apple. \"Apple is an extraordinary company. They have excellent management, and their products have loyal fans all over the world. Apple's brands and products are very outstanding, and their profit margins are also very high. At the same time, mobile phones are an essential must-have in the lives of all young people.\"</p><p>In addition, an enterprise whose ROE (return on net assets) is 20%-30% for a long time can be regarded as an excellent enterprise, while only enterprises whose ROE is not less than 20% and can grow steadily can enter Buffett's investment range. A careful look at Apple's financial indicators shows that Apple's ROE performance is equally amazing, exceeding 30% for five consecutive years and continuing to grow. For Buffett, who attaches great importance to ROE in stock selection, this undoubtedly greatly increases his bargaining chips.</p><p><img src=\"https://static.tigerbbs.com/8a29f13184edf57b9af5676e5d5dc18b\" tg-width=\"550\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/>Data Source:<a href=\"https://laohu8.com/S/300033\">Flush</a>； 36 Krypton mapping</p><p><b>Buffett's Investment Strategy: Firmly Believe in Value Investing</b></p><p>Since the 1950s, Buffett's name has resounded throughout the investment circle and become a legendary myth. In 2021, Buffett reached No. 6 on the Forbes list with a net worth of $96 billion.</p><p>Buffett has always advocated the concept of value investment. After the collapse of the US stock market in 1929, value investment was first proposed by Graham, the godfather of Wall Street, in Securities Analysis, that is, the so-called \"cigarette butt picking\": the remaining cigarette butts were yellow and moldy, but if they could take a free sip, they would be of supreme value. The kernel of value investment is that the margin of safety is high enough, and on this basis, long-term holding can obtain safe and stable income.</p><p>Buffett was attracted to his book \"The Smart Investor\" at the age of 19, and then went to Columbia University to become a student of Graham. He was influenced by Graham's investment philosophy throughout his life. Buffett's investment logic is also very clear: discover valuable but undervalued companies, and then take a stake in that company for a long time. \"If you're not prepared to hold a stock for ten years, don't hold that stock for even ten minutes\".</p><p>Buffett's position directly verifies the above statement. At the end of 2019, Berkshire owned seven stocks that had been held for more than 15 years, namely<a href=\"https://laohu8.com/S/WPO\">The Washington Post</a>、<a href=\"https://laohu8.com/S/KO\">Coca Cola</a>、<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Procter & Gamble,<a href=\"https://laohu8.com/S/AXP\">American Express</a>Company,<a href=\"https://laohu8.com/S/MCO\">Moody's</a>Company, GEICO Insurance. Among them, the holding period for the Washington Post is up to 41 years, and the holding period for GEICO Insurance is up to 44 years.</p><p>In terms of industry selection, Buffett prefers traditional industries with stable competition pattern such as finance, consumption and public utilities; At the company level, Buffett values whether the enterprise has a moat and excellent management, and whether it has advantages in brand, product characteristics, and business model cost control. The so-called moat characteristics are embodied in large scale, sustained profit, high ROE, low debt and simple business.</p><p>In its third quarter position report (13F) as of September 30, 2021, Berkshire's top five holdings were Apple,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>American Express, Coca-Cola,<a href=\"https://laohu8.com/S/KHC\">Kraft Heinz</a>, accounting for 42.78%, 14.61%, 8.65%, 7.15% and 4.09% of the investment portfolio, respectively.</p><p><b>Berkshire: The Next Trillion Dollar Company?</b></p><p>As the world's top insurance group, Berkshire's predecessor can be traced back to Valley Falls Company founded in Valley Falls, Rhode Island in 1939. Valley Falls merged with other companies over and over again during the years of development, and eventually became a textile mill with 15 factories and more than 12,000 workers. It was the early Berkshire Hathaway. By the end of the twentieth century, Berkshire was on the verge of collapse following a series of factory closures and layoffs.</p><p>In 1965, Buffett began to take the helm of Berkshire, began to invest in secondary market stocks and participate in real enterprises, and continued to outperform the US stock market. Its subsidiaries involved insurance, railway, energy, manufacturing and other industries.</p><p>In 2021, Berkshire ranked 11th on the Fortune World 500 with $245.51 billion in operating income and $42.52 billion in profit. As of the close of trading on February 11th, Berkshire reported $479,400 per share, with a market value of $713.745 billion. Since this year, it has risen by 6.37%, outperforming the S&P 500 (-7.29%).</p><p>Since the beginning of the year, the market has been wailing. Under the expectation of tightening monetary policy in the United States, technology stocks are under pressure, and value stocks may benefit. Under this background, Berkshire, which has always insisted on value investment, is expected to follow Apple,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>After that, it became the next trillion-dollar market cap company.</p><p>For this slightly radical judgment, Berkshire Insurance + Investment operation mode has huge advantages. For many years, the public's attention to Buffett has mostly focused on the investment side, but not much mention of its debt side. In fact, the close cooperation between the two established Buffett's unique investment style.</p><p>On the liability side, first of all, Berkshire's source of funds is mainly non-life insurance premiums. Many of its insurance companies can not only get sustained premium income, but also have a much lower comprehensive cost ratio than their peers, and even get some zero-cost or even negative-cost funds.</p><p>Secondly, Berkshire, as an insurance group mainly engaged in non-life insurance, has a duration of many of its non-life insurance products within one year, and then superimposes the capital occupation for compensation. Berkshire needs to keep a large number of cash positions to cope with the above situation. Moreover, the asset management strategy of maintaining high liquidity will directly affect the decision-making on the investment side.</p><p><img src=\"https://static.tigerbbs.com/48cd1d3a0fe094c6d543c05865cf0abb\" tg-width=\"550\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/>Data source: Flush; 36 Krypton mapping</p><p>Due to the consideration of premium safety, Berkshire's investment style is more stable. In addition to high requirements for asset-liability matching and risk-return, it also strictly controls financial leverage, and its leverage ratio is far lower than that of the whole industry level of American property insurance and life insurance.</p><p>In terms of investment style, based on the characteristics of its own debt side, Berkshire always adheres to the value investment principles such as moat and margin of safety, and avoids technology stocks with higher valuation.</p><p>On the other hand, the macro background may have little impact on Berkshire. At the beginning of the year, as the Federal Reserve hinted that it would rate hike in March, the obviously hawkish statement and the soaring yield of U.S. bonds, the market sold off highly valued stocks and turned to value defensive stocks for hedging. Berkshire, which is known for its steady style, was popular with the market against the trend.</p><p>Take examples as evidence. Since the beginning of this year, Cathie Wood, a wooden sister who is optimistic about technology stocks and is known as the \"female version of Buffett\", has encountered Waterloo. In the turmoil at the beginning of the year, Buffett still sits firmly in Diaoyutai. Previously, Sister Wood owned six<a href=\"https://laohu8.com/S/C76.SI\">Innovation and Technology</a>Funds once far outperformed the broader market, and ARKK has also performed well since the pandemic. However, as macro liquidity has changed, the performance gap between Berkshire and Ark Innovation ETF has narrowed to only 8 percentage points.</p><p><img src=\"https://static.tigerbbs.com/f26e36f3ba79a62693b4917318f8eb90\" tg-width=\"550\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/>Data Source : Financial Times</p><p>Whether Berkshire becomes the next trillion-dollar company at its current valuation level will take time. On Jan. 25, Berkshire claimed it expected to host and webcast its 2022 AGM live on April 30. Affected by the pandemic, Berkshire has completed two consecutive shareholder meetings online. The meeting will disclose the relevant contents of the 2021 annual report, which will be released on February 26th.</p><p></body></html></p>","source":"36k","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The \"lover\" of the stock god: After six years together, where did Buffett fall in love with Apple?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe \"lover\" of the stock god: After six years together, where did Buffett fall in love with Apple?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">36氪财经</strong><span class=\"h-time small\">2022-02-14 17:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author | Lin Yulian</p><p>For decades, Buffett has long doted on the consumer and financial sectors and is not keen on investing in tech stocks. However, since January 2016,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The world's leading technology company has become Buffett's \"favorite\" and now occupies Buffett's companies<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>42.73% position in the portfolio. From sneering at technology stocks to now spending the largest position to buy Apple and \"holding hands\" for six years, where did Buffett fall in love with Apple?</p><p>Buffett is optimistic that most companies have moat characteristics and excellent management. In addition to product strength and management, Apple's unique feature is that it has strong consumption attributes as a technology stock, and its return on net assets has performed well for many consecutive years. As Apple's stock price kept rising, Buffett made a lot of money, and the $134.1 billion investment income in Apple helped Berkshire withstand the negative impact of the pandemic.</p><p>At present, Berkshire's market value has exceeded 700 billion dollars. Against the background that the Fed's rate hike is expected to envelop the market, will this world's top insurance group, which has long operated in the \"investment + insurance\" mode, become the fifth trillion-dollar company?</p><p><b>Investing in Apple: Berkshire's third-largest business</b></p><p>In February 2020, Buffett admitted in a CNBC interview that Apple may be the best business in the world. It is not only a stock, but also Berkshire's third business. At the beginning of this year, Apple's share price once rose to a record high of $182.94/share, becoming the first giant company in the world to enter a market value of $3 trillion, which attracted market attention.</p><p>As of February 11th, Apple closed at $168.64, with a total market value of $2.75 trillion, exceeding the total GDP of the UK in 2020 of $2.71 trillion, equivalent to 7.5 Maotai.</p><p><img src=\"https://static.tigerbbs.com/fc05273ee76ab1ecf41ca6859e0ddcd7\" tg-width=\"550\" tg-height=\"339\" referrerpolicy=\"no-referrer\"/></p><p>Among the many investors in review, Buffett is undoubtedly the biggest winner. Buffett's purchase of Apple goes back to 2016, when his potential successors, investment managers Todd Combs and Ted Weisler, guided his fund to buy 9.81 million Apple shares. After getting Buffett's approval, Berkshire began to heavily position itself in Apple.</p><p>Since taking a position, Berkshire has also sold some Apple shares. In 2020, Apple's stock price cut in half, and Buffett reduced his position slightly in the third quarter, earning $11 billion in revenue. As of January 3, 2022, Berkshire held a total of 908 million Apple shares, with a shareholding ratio of 5.56%. Based on the stock price of that day, the shareholding value was 165.3 billion USD, minus the cumulative investment of 31.089 billion USD in 2020, making a huge profit of more than 134.1 billion USD, which aroused the envy of the market.</p><p><img src=\"https://static.tigerbbs.com/2b6123aa7605eb1074af7e2a93fafeb9\" tg-width=\"550\" tg-height=\"240\" referrerpolicy=\"no-referrer\"/>Data source: CNBC<img src=\"https://static.tigerbbs.com/236f8ead633b3024a9f008d243b983b1\" tg-width=\"550\" tg-height=\"84\" referrerpolicy=\"no-referrer\"/>Source: Corporate earnings report;<a href=\"https://laohu8.com/S/KRKR\">36 Krypton</a>charting</p><p>Investing in Apple helped Berkshire's two pillar businesses, insurance and railroads, take a huge hit due to the pandemic, and the company weathered the Covid shock. Apple's share price soared 33% in just one year in 2021, and to this day, Apple is the highest owned company in Berkshire's portfolio, with a position of over 40%. In 2021, Berkshire Hathaway shares rose 30%, slightly more than the S&P 500's 27% gain.</p><p><img src=\"https://static.tigerbbs.com/acd8a53bdd5ff0b54b22563a8a3a4de9\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/>Apple's cumulative total returns in the past five years have outperformed the S&P 500 and NasdaqSource: Apple Earnings</p><p>Why is Buffett, who has always scoffed at technology stocks, willing to hold Apple for a long time? At the shareholders' meeting in May 2021, Buffett revealed the core reason why he is optimistic about Apple. \"Apple is an extraordinary company. They have excellent management, and their products have loyal fans all over the world. Apple's brands and products are very outstanding, and their profit margins are also very high. At the same time, mobile phones are an essential must-have in the lives of all young people.\"</p><p>In addition, an enterprise whose ROE (return on net assets) is 20%-30% for a long time can be regarded as an excellent enterprise, while only enterprises whose ROE is not less than 20% and can grow steadily can enter Buffett's investment range. A careful look at Apple's financial indicators shows that Apple's ROE performance is equally amazing, exceeding 30% for five consecutive years and continuing to grow. For Buffett, who attaches great importance to ROE in stock selection, this undoubtedly greatly increases his bargaining chips.</p><p><img src=\"https://static.tigerbbs.com/8a29f13184edf57b9af5676e5d5dc18b\" tg-width=\"550\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/>Data Source:<a href=\"https://laohu8.com/S/300033\">Flush</a>； 36 Krypton mapping</p><p><b>Buffett's Investment Strategy: Firmly Believe in Value Investing</b></p><p>Since the 1950s, Buffett's name has resounded throughout the investment circle and become a legendary myth. In 2021, Buffett reached No. 6 on the Forbes list with a net worth of $96 billion.</p><p>Buffett has always advocated the concept of value investment. After the collapse of the US stock market in 1929, value investment was first proposed by Graham, the godfather of Wall Street, in Securities Analysis, that is, the so-called \"cigarette butt picking\": the remaining cigarette butts were yellow and moldy, but if they could take a free sip, they would be of supreme value. The kernel of value investment is that the margin of safety is high enough, and on this basis, long-term holding can obtain safe and stable income.</p><p>Buffett was attracted to his book \"The Smart Investor\" at the age of 19, and then went to Columbia University to become a student of Graham. He was influenced by Graham's investment philosophy throughout his life. Buffett's investment logic is also very clear: discover valuable but undervalued companies, and then take a stake in that company for a long time. \"If you're not prepared to hold a stock for ten years, don't hold that stock for even ten minutes\".</p><p>Buffett's position directly verifies the above statement. At the end of 2019, Berkshire owned seven stocks that had been held for more than 15 years, namely<a href=\"https://laohu8.com/S/WPO\">The Washington Post</a>、<a href=\"https://laohu8.com/S/KO\">Coca Cola</a>、<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Procter & Gamble,<a href=\"https://laohu8.com/S/AXP\">American Express</a>Company,<a href=\"https://laohu8.com/S/MCO\">Moody's</a>Company, GEICO Insurance. Among them, the holding period for the Washington Post is up to 41 years, and the holding period for GEICO Insurance is up to 44 years.</p><p>In terms of industry selection, Buffett prefers traditional industries with stable competition pattern such as finance, consumption and public utilities; At the company level, Buffett values whether the enterprise has a moat and excellent management, and whether it has advantages in brand, product characteristics, and business model cost control. The so-called moat characteristics are embodied in large scale, sustained profit, high ROE, low debt and simple business.</p><p>In its third quarter position report (13F) as of September 30, 2021, Berkshire's top five holdings were Apple,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>American Express, Coca-Cola,<a href=\"https://laohu8.com/S/KHC\">Kraft Heinz</a>, accounting for 42.78%, 14.61%, 8.65%, 7.15% and 4.09% of the investment portfolio, respectively.</p><p><b>Berkshire: The Next Trillion Dollar Company?</b></p><p>As the world's top insurance group, Berkshire's predecessor can be traced back to Valley Falls Company founded in Valley Falls, Rhode Island in 1939. Valley Falls merged with other companies over and over again during the years of development, and eventually became a textile mill with 15 factories and more than 12,000 workers. It was the early Berkshire Hathaway. By the end of the twentieth century, Berkshire was on the verge of collapse following a series of factory closures and layoffs.</p><p>In 1965, Buffett began to take the helm of Berkshire, began to invest in secondary market stocks and participate in real enterprises, and continued to outperform the US stock market. Its subsidiaries involved insurance, railway, energy, manufacturing and other industries.</p><p>In 2021, Berkshire ranked 11th on the Fortune World 500 with $245.51 billion in operating income and $42.52 billion in profit. As of the close of trading on February 11th, Berkshire reported $479,400 per share, with a market value of $713.745 billion. Since this year, it has risen by 6.37%, outperforming the S&P 500 (-7.29%).</p><p>Since the beginning of the year, the market has been wailing. Under the expectation of tightening monetary policy in the United States, technology stocks are under pressure, and value stocks may benefit. Under this background, Berkshire, which has always insisted on value investment, is expected to follow Apple,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>After that, it became the next trillion-dollar market cap company.</p><p>For this slightly radical judgment, Berkshire Insurance + Investment operation mode has huge advantages. For many years, the public's attention to Buffett has mostly focused on the investment side, but not much mention of its debt side. In fact, the close cooperation between the two established Buffett's unique investment style.</p><p>On the liability side, first of all, Berkshire's source of funds is mainly non-life insurance premiums. Many of its insurance companies can not only get sustained premium income, but also have a much lower comprehensive cost ratio than their peers, and even get some zero-cost or even negative-cost funds.</p><p>Secondly, Berkshire, as an insurance group mainly engaged in non-life insurance, has a duration of many of its non-life insurance products within one year, and then superimposes the capital occupation for compensation. Berkshire needs to keep a large number of cash positions to cope with the above situation. Moreover, the asset management strategy of maintaining high liquidity will directly affect the decision-making on the investment side.</p><p><img src=\"https://static.tigerbbs.com/48cd1d3a0fe094c6d543c05865cf0abb\" tg-width=\"550\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/>Data source: Flush; 36 Krypton mapping</p><p>Due to the consideration of premium safety, Berkshire's investment style is more stable. In addition to high requirements for asset-liability matching and risk-return, it also strictly controls financial leverage, and its leverage ratio is far lower than that of the whole industry level of American property insurance and life insurance.</p><p>In terms of investment style, based on the characteristics of its own debt side, Berkshire always adheres to the value investment principles such as moat and margin of safety, and avoids technology stocks with higher valuation.</p><p>On the other hand, the macro background may have little impact on Berkshire. At the beginning of the year, as the Federal Reserve hinted that it would rate hike in March, the obviously hawkish statement and the soaring yield of U.S. bonds, the market sold off highly valued stocks and turned to value defensive stocks for hedging. Berkshire, which is known for its steady style, was popular with the market against the trend.</p><p>Take examples as evidence. Since the beginning of this year, Cathie Wood, a wooden sister who is optimistic about technology stocks and is known as the \"female version of Buffett\", has encountered Waterloo. In the turmoil at the beginning of the year, Buffett still sits firmly in Diaoyutai. Previously, Sister Wood owned six<a href=\"https://laohu8.com/S/C76.SI\">Innovation and Technology</a>Funds once far outperformed the broader market, and ARKK has also performed well since the pandemic. However, as macro liquidity has changed, the performance gap between Berkshire and Ark Innovation ETF has narrowed to only 8 percentage points.</p><p><img src=\"https://static.tigerbbs.com/f26e36f3ba79a62693b4917318f8eb90\" tg-width=\"550\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/>Data Source : Financial Times</p><p>Whether Berkshire becomes the next trillion-dollar company at its current valuation level will take time. On Jan. 25, Berkshire claimed it expected to host and webcast its 2022 AGM live on April 30. Affected by the pandemic, Berkshire has completed two consecutive shareholder meetings online. The meeting will disclose the relevant contents of the 2021 annual report, which will be released on February 26th.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/td4Tf0RDcVBGqfZO5CP2qQ\">36氪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9beffeecb928009bf6287e307899ffe3","relate_stocks":{"BRK.B":"伯克希尔B","AAPL":"苹果","BRK.A":"伯克希尔"},"source_url":"https://mp.weixin.qq.com/s/td4Tf0RDcVBGqfZO5CP2qQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143952641","content_text":"作者 | 林玉莲几十年来，巴菲特长期宠爱消费和金融行业，并不热衷于投资科技股。然而自2016年1月以来，苹果这一全球头部科技公司成为巴菲特的“心头好”，目前已占据巴菲特旗下公司伯克希尔投资组合42.73%的仓位。从对科技股嗤之以鼻，到现在花最大仓位买入苹果，“执手”六年，巴菲特到底爱上了苹果哪里？巴菲特看好企业大都具有护城河特征，以及拥有卓越的管理层。除开产品力、管理层，苹果的独特之处在于作为科技股却有着浓厚的消费属性，以及净资产收益率连续多年表现卓越。随着苹果股价一路走高，巴菲特赚得盆满钵地，1341亿美元对苹果的投资收益帮助伯克希尔扛住了来自疫情的负面影响。当下，伯克希尔的市值已经超过7000亿美元，在美联储加息预期笼罩市场的背景下，这家长期以“投资+保险”模式运作的世界顶级保险集团会成为第五个万亿美元公司吗？投资苹果：伯克希尔第三大业务2020年2月，巴菲特曾在CNBC采访中坦言，苹果可能是世界上最好的企业，它不仅是一只股票，更是伯克希尔的第三项业务。今年年初，苹果股价一度涨至历史新高182.94美元/股，成为全球首家迈入三万亿美元市值的巨头公司，引发市场关注。截至2月11日，苹果报收168.64美元，总市值2.75万亿美元，超过英国2020年GDP总值2.71万亿美元，相当于个7.5个茅台。复盘重仓苹果的众多投资人，巴菲特无疑是最大赢家。巴菲特买入苹果的历程还要回溯到2016年，其潜在接班人投资经理托德·库姆斯和泰德·韦斯勒，指导旗下基金买入了981万股苹果股票。在得到巴菲特批准后，伯克希尔开始大举重仓苹果。持仓以来，伯克希尔也曾出售部分苹果的股票。2020年，苹果股价腰斩，巴菲特在第三季度略微减仓，获得了110亿美元的收入。截至2022年1月3日，伯克希尔累计持有9.08亿苹果股票，持股比例5.56%，按当日股价计算，持股价值1653亿美元，减去2020年累计投入310.89亿美元，大赚1341亿美元有余，惹得市场羡艳。数据来源：CNBC数据来源：公司财报；36氪制图由于疫情的影响，伯克希尔两项支柱业务——保险和铁路均受到了巨大的打击，投资苹果帮助该公司顺利度过了新冠冲击。在2021年仅仅一年的时间内，苹果股价飙升33%，时至今日，苹果是伯克希尔投资组合中持股比例最高的公司，其仓位超40%。2021年，伯克希尔哈撒韦股价上涨30%，略高于标普500指数27%的涨幅。苹果近五年累计总回报跑赢标普500和纳斯达克指数 　　数据来源：苹果财报一向对科技股嗤之以鼻的巴菲特为何愿意长期持有苹果？在2021年5月的股东大会上，巴菲特透露了看好苹果的核心原因，“苹果是一个非凡的公司，他们有优秀的管理层，他们的产品在全球范围也有忠实的粉丝，苹果的品牌和产品都非常杰出，利润率也非常高。同时手机在所有年轻人生活中都是必不可少的必备品。”此外，一家企业ROE（净资产收益率）较长时间处于20%-30%可算作优秀企业，而ROE不低于20%且能够稳定增长的企业才能进入巴菲特的投资范围。仔细查看苹果财务指标可以发现，苹果的ROE表现同样惊人，连续五年都超过了30%且持续增长，对选股极其看重ROE的巴菲特而言，这无疑是大大加重了筹码。数据来源：同花顺；36氪制图巴菲特投资策略：坚信价值投资自上世纪50年代以来，巴菲特的名号就响彻了投资圈，成为具有传奇色彩的神话。2021年，巴菲特凭借960亿美元的身价登上福布斯排行榜第6位。一直以来，巴菲特倡导价值投资理念。1929年美股大崩溃后，价值投资由华尔街教父格雷厄姆在《证券分析》中被首次提出，即所谓的“捡烟蒂”：被人抽剩下的烟蒂泛黄又发霉，但若是能抽上免费的一口，便有无上的价值。价值投资的内核是安全边际足够高，在此基础上长期持有才能获得安全而稳定的收益。巴菲特在19岁时被其著作《聪明的投资者》吸引，之后前往哥伦比亚大学成为格雷厄姆的学生，一生受到格雷厄姆投资理念的影响。巴菲特的投资逻辑也非常清楚：发现有价值但被低估的公司，然后长期持有该公司的股份。“如果你没有持有一种股票十年的准备，那么连十分钟都不要持有这种股票”。巴菲特的持仓直接验证了以上说法。截至2019年底，伯克希尔拥有7只持有时间超过15年的股票，分别为华盛顿邮报、可口可乐、富国银行、宝洁公司、美国运通公司、穆迪公司、 GEICO保险。其中对华盛顿邮报的持有时间长达41年，对GEICO保险持有时间长达44年。在行业选择上，巴菲特倾偏好金融、消费、公用事业等竞争格局稳定的传统行业；在公司层面，巴菲特看重企业是否具有护城河和出色的管理层，是否在品牌、产品特性、商业模式成本控制等方面具有优势。所谓护城河特征，具体表现在规模大、持续盈利、ROE高且负债少、业务简单。截至2021年9月30日的第三季度持仓报告(13F)，伯克希尔前五大重仓股分别为苹果、美国银行、美国通运、可口可乐、卡夫亨氏，分别占去投资组合的42.78%、14.61%、8.65%、7.15%、4.09%。伯克希尔：下一个万亿级美元公司？伯克希尔作为世界顶级的保险集团，其前身可追溯到1939年在罗德岛谷瀑布市成立的谷瀑布公司，谷瀑布在多年的发展中和其他公司一次次合并，最终成为一家有着15家工厂和超过12000名工人的纺织厂，它就是早期的伯克希尔·哈撒韦。到二十世纪末，伴随着旗下工厂接连关闭和裁员风波，伯克希尔濒临倒闭。1965年，巴菲特开始掌舵伯克希尔，开始进行二级市场股票投资并参股实体企业，持续跑赢美股大盘，旗下子公司涉及保险、铁路、能源、制造业等多个行业。2021年，伯克希尔以2455.1亿美元的营业收入和425.2亿美元的利润位列《财富》世界500强第11位。截至2月11日收盘，伯克希尔报47.94万美元/股，市值达7137.45亿美元，年内以来累计上涨6.37%，跑赢标普500（-7.29%）。年初以来，市场一片哀嚎，在美国收紧货币政策预期下，科技股承压，价值股或将受益。在这样的时代背景下，一直坚持价值投资的伯克希尔有望继苹果、微软、亚马逊、特斯拉之后，成为下一个万亿级美元市值公司。对于这个略显激进的判断，伯克希尔保险+投资运作模式优势巨大。多年以来，大众关注巴菲特大都着眼于投资端，而对其负债端却没有太多提及。实际上，二者之间的紧密配合才确立了巴菲特独到的投资风格。在负债端，首先伯克希尔的资金来源主要是非寿险保费，旗下多家保险公司不仅能获得持续的保费收入，而且综合成本率也远低于同行，甚至还能获得部分零成本乃至负成本的资金。其次，伯克希尔作为一家主营非寿险的保险集团，其不少非寿险产品的久期都在一年内，再叠加用于赔付的资金占用，伯克希尔需要保留大量的现金头寸来应对上述局面。而且，保持高流动性的资产管理策略也会直接影响到投资端的决策。数据来源：同花顺；36氪制图出于对保费安全的考量，伯克希尔的投资风格更偏稳健，除了对资产负债匹配、风险收益有较高要求外，还严格控制财务杠杆，其杠杆倍数远低于美国财险、寿险的全行业水平。在投资风格方面，伯克希尔基于自身负债端的特点，始终坚守护城河与安全边际、回避估值较高的科技股等价值投资原则。另一方面，宏观大背景或许对伯克希尔的影响不大。随着年初美联储暗示3月将加息，明显偏鹰的表态加上美债收益率飙升，市场纷纷抛售高估值股票，转向价值防御型股票避险，以稳健风格著称的伯克希尔则逆势受到市场热捧。以实例为证，今年以来，看好科技股、有着“女版巴菲特”之称的木头姐凯西·伍德(Cathie Wood)遭遇滑铁卢，在年初的动荡中，巴菲特依然稳坐钓鱼台。此前木头姐旗下六只创新科技型基金一度远超大盘，ARKK自疫情以来也表现卓越，但随着宏观流动性发生变化，伯克希尔公司与方舟创新ETF之间的业绩差距缩小至仅8个百分点。数据来源：Financial Times以目前的估值水平，伯克希尔是否会成为下一个万亿美元公司尚需时日。1月25日，伯克希尔声称预计于4月30日现场举办2022年度股东大会并进行网络直播。受疫情的影响，伯克希尔已经连续两届股东大会都在线上完成。此次会议将透露2021年度报告相关内容，此报告将于2月26日发布。","news_type":1,"symbols_score_info":{"BRK.B":0.9,"AAPL":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095368458,"gmtCreate":1644829665796,"gmtModify":1676533965647,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"😵🥶","listText":"😵🥶","text":"😵🥶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095368458","repostId":"1169977329","repostType":4,"repost":{"id":"1169977329","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":1644826893,"share":"https://ttm.financial/m/news/1169977329?lang=en_US&edition=fundamental","pubTime":"2022-02-14 16:21","market":"us","language":"zh","title":"Market Overview | 300 billion \"Coupon Mao\" once crashed, and financial real estate fell! What's happening","url":"https://stock-news.laohu8.com/highlight/detail?id=1169977329","media":"老虎资讯综合","summary":"要闻回顾1、国务院印发“十四五”国家应急体系规划国务院印发“十四五”国家应急体系规划，规划提出，到2025年，应急管理体系和能力现代化建设取得重大进展，形成统一指挥、专常兼备、反应灵敏、上下联动的中国","content":"<p><html><head></head><body><b>Key News Review</b></p><p><b>The State Council issued the National Emergency Response System Plan for the 14th Five-Year Plan</b></p><p>The State Council issued the \"14th Five-Year Plan\" National Emergency Response System, which proposes that by 2025, significant progress will be made in the modernization of emergency management system and capabilities, an emergency management system with Chinese characteristics with unified command, both expertise and regularity, responsiveness, and linkage between top and bottom will be formed, a national emergency response capability system with unified leadership, consistent powers and responsibilities, authority and efficiency will be established, the system and mechanism for preventing and resolving major safety risks will be continuously improved, the construction of emergency rescue forces will be comprehensively strengthened, the rule of law level of emergency management, the level of scientific and technological informatization and the comprehensive support capability will be greatly improved, the situation of safety production and comprehensive disaster prevention and mitigation will be stabilized and improved, the level of natural disaster prevention will be significantly improved, and the ability of the whole society to prevent and respond to disasters and accidents will be significantly enhanced.</p><p><b>2、<a href=\"https://laohu8.com/S/300059\">Oriental Fortune</a>Sharp Drop 13% Leading the Drop Securities Sector Seller Research Two-level Analysis of the Sharp Drop</b></p><p>Oriental Fortune stock plunged 13% today, leading the decline in the securities sector. In this regard, the seller's research gives two levels of analysis: First, Oriental Fortune has now entered the conversion period, and there was a significant pullback/retracement in the first two conversion periods. This conversion reached 15.8 billion yuan, which has certain downward pressure; Second, from the perspective of public offering positions, most institutional investors entered in the third and fourth quarters of last year. As of 21Q4, active equity funds held 952 million shares, which was the third largest holding stock in public offering. At present, the price has gradually broken through their cost line, so this position may further aggravate the fluctuation.</p><p><b>3. Business Society: Cement market demand is recovering, mainly rising in a short time</b></p><p>According to the monitoring of business society, the cement market in East China has risen recently, with the price at the beginning of the week being 510 yuan/ton and the price at the weekend being 520 yuan/ton, up 1.96%. The current price has dropped by 5.45% month-on-month, and the current price has increased by 3.96% year-on-year.</p><p><b>4. The quotation of some lithium battery materials continues to rise, and metal lithium rises by another 60,000 yuan/ton</b></p><p><a href=\"https://laohu8.com/S/300226\">Shanghai Ganglian</a>According to the released data, the price of raw materials in the lithium battery industry chain has risen again today, with metal lithium rising by 60,000 yuan/ton, with the highest reported at 2.16 million yuan/ton; Battery-grade lithium carbonate rose by 9,000 yuan/ton, with an average price of 414,000 yuan/ton; Lithium hydroxide rose by 8,500-10,000 yuan/ton. In addition, electrolytic cobalt, cobalt sulfate, lithium iron phosphate, etc. all rose to varying degrees.</p><p><b>Hong Kong stock</b></p><p>The Hong Kong stock index was sluggish throughout the day, with global risk markets falling due to tensions in Ukraine. The Hang Seng Index fell 1.41% to 350 points, the Hang Seng Technology Index fell 1.89% and the Hang Seng Technology Index fell 1.7%.<img src=\"https://static.tigerbbs.com/ff8716c3bfe8577c3d47244d369425aa\" tg-width=\"450\" tg-height=\"180\" referrerpolicy=\"no-referrer\"/>On the disk, big tech stocks are sluggish,<a href=\"https://laohu8.com/S/0999\">Netease</a>Fell more than 4%, Meituan,<a href=\"https://laohu8.com/S/09618\">Jingdong</a>、<a href=\"https://laohu8.com/S/09988\">Alibaba</a>It fell more than 3%, Aauto Quicker fell 2.8%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>etc are all lower; Previously, active domestic housing stocks and property management stocks led the decline in the market. Popular sectors such as power stocks, building materials and cement stocks, Chinese brokerage stocks, port shipping stocks, automobile stocks and insurance stocks fell one after another, and biotechnology stocks continued their decline.</p><p>On the other hand, geopolitical tensions and rising risk aversion boosted the strength of gold and oil stocks, while film stocks and tourism stocks performed strongly throughout the day. The net outflow of southbound funds was HK$701 million, and the market turnover was HK$113.8 billion.</p><p><b>A Shares</b></p><p>Today, the three major indices rebounded slightly in late trading, but they still closed down collectively. As of the close, the Shanghai Composite Index fell 0.98% to 3428.88 points, with a turnover of 361.7 billion yuan; The Shenzhen Component Index fell 0.77% to 13,123.21 points, with a turnover of 500.8 billion yuan. The GEM index fell 0.52% to 2732.01 points. From the perspective of individual stocks, the two cities rose by 2,179 stocks, fell by 2,300 stocks, and 153 stocks rose flat. A total of 96 stocks in the two cities had their daily limit, and a total of 23 stocks had their daily limit.<img src=\"https://static.tigerbbs.com/e906238e8716175d14ff3c56bda77c1f\" tg-width=\"458\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/>On the disk, the big financial and real estate-related industrial chains are the main force in selling down, and the big consumption sectors such as liquor are active. In terms of theme stocks, COVID-19 treatment, tourism and other themes have strengthened sharply, and lithium battery stocks have also ushered in a rebound. On the whole, the market rotation effect is obvious, and individual stocks in the two cities rise and fall equally. Specifically, the weighted sectors such as finance and real estate fell sharply, and the 300 billion giant Oriental Fortune suddenly \"turned off the lights and ate noodles\", closing by more than 13%, with a turnover of more than 15 billion in the whole day. In the real estate sector, Guangdong Hongyuan A fell to the limit, and Xinhualian, Tahoe Group and other stocks were among the top losers. The tourism theme continued to explode, with Caesar Tourism 3-board, Huatian Hotel, Tibet Tourism, Qujiang Cultural Tourism and other shares closed. CITIC Securities believes that looking forward to the whole year of 2022, the trend of weakening the impact of the epidemic is clear, and it is expected that the main line of investment in epidemic recovery will run through the whole year.</p><p>Pfizer's COVID-19 oral drug was approved in China. Today, the COVID-19 drug sector broke out. Porton shares signed an order with Pfizer, and the stock price was limited. Yaben Chemical, a big demon stock that had soared four times before, plunged 44% last week, and today it has a daily limit of 20% again.</p><p>Today, lithium battery stocks ushered in a rebound, and the share price of CATL returned to above 500 yuan, closing with an increase of more than 3%. Stocks such as SINOMACH and Rongjie rose sharply.</p><p><b>U.S. stocks</b></p><p>The futures of the three major U.S. stock indexes all fell in the premarket session. As of press time, Dow futures fell 0.02%; S&P 500 futures fell 0.13%; Nasdaq 100 futures fell 0.26%.<img src=\"https://static.tigerbbs.com/16b3fa6e2e1bf3c2978a62dc4f29683c\" tg-width=\"472\" tg-height=\"162\" referrerpolicy=\"no-referrer\"/><b>European stock markets</b></p><p>Major European stock markets all fell in the early session.<img src=\"https://static.tigerbbs.com/ae5f4763f1ccbc7bc4171d9443ab847f\" tg-width=\"638\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/><b>Commodities</b><img src=\"https://static.tigerbbs.com/b3b49df8f63816a06f211e2c5095fc75\" tg-width=\"651\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/><b>Gold</b></p><p>On Friday (February 11th), the US Dollar Index was higher, and the S&P 500 index fell nearly 2%, the biggest two-day decline since 2020; The yen reversed its losses this week as heightened tightness in Ukraine weighed on investor sentiment. Spot gold surged to nearly two-month highs as concerns over soaring inflation and geopolitical conditions boosted demand for the safe-haven metal. On Friday, the price of gold extended its rally, hitting its highest level since November last year, thanks to the tight Liu situation in Ukraine that stimulated investors' safe-haven demand; Spot gold once rose 2.12% to $1,865.48 an ounce, the highest level since Nov. 19; Gold rose 2.8% this week, its best week since May 7 last year. U.S. National Security Adviser Sullivan said Friday that the U.S. believes Russia is operating militarily against Ukraine as early as next week, before the end of the Beijing Winter Olympics, or is trying to spark an internal conflict in Ukraine; Russia has repeatedly denied plans to attack Ukraine.</p><p>US stocks fell on the back of risk aversion, while the US Treasury Bond and the US dollar rose. The attractiveness of gold during times of high inflation and geopolitical uncertainty, offsetting concerns that rising interest rates will hurt demand for gold; The price of gold broke higher because if Russia does invade Ukraine, the global economic recovery will be hit hard, risks to the outlook have been increasing, and now it seems that the accelerated tightening of the Federal Reserve and increased geopolitical risks will allow many investors to take a safe haven through gold, Liu said. No one wants to short gold before the weekend, so the price should be supported by next week. Some investors are also betting that prices of some consumer goods will remain high despite the central bank's efforts to curb inflation, boosting gold's inflation-hedging appeal, Liu said.</p><p>As of 16:33 Beijing time, the commodity market shows:</p><p><ul><li>The spot gold price rose by $17.15, or about 0.93%, to $1,859.25/oz.</li></ul><b>crude oil</b></p><p>Oil rose for the eighth consecutive week, with the global benchmark Brent price exceeding $95, and U.S. oil rose by more than 4%, reaching a new high since September 2014 to $94.66/barrel. The tight situation between Ukraine and Russia intensified worries about tight global supply, and then gave up the gains. U.S. National Security Adviser Jake Sullivan said Friday that the U.S. believes Russia may take offensive military action as early as next week or attempt to provoke conflict within Ukraine; A potential Russian invasion of Ukraine could not only disrupt crude oil supplies but also trigger retaliatory U.S. sanctions. Oil prices have soared in recent weeks amid speculation that a global economic rebound will push demand over supply. Ed Moya, senior market analyst at Oanda's Americas business, said that the oil market is waiting for an important catalyst to justify the rise of oil prices above $100, while the situation in Ukraine seems to be deteriorating, and if Russian military movements are confirmed next week, then the expectation of crude oil supply disruption may push oil prices up another 10%. Global oil demand recovery could exceed expectations this year as economic activity rebounds and travel heats up, OPEC said on Thursday. However, the rise in oil prices also faced some headwinds, as U.S. and European officials said the parties were closing in on a deal after Iranian nuclear talks resumed in Vienna on Tuesday.</p><p>As of 16:23 Beijing time, the commodity market shows:</p><p><ul><li>U.S. WTI crude oil futures fell by $0.22, or 0.24%, to $93.32/barrel.</li><li>Brent crude oil futures fell by $0.03 or 0.03% to $94.47/barrel.</li></ul></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Market Overview | 300 billion \"Coupon Mao\" once crashed, and financial real estate fell! What's happening</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\">\nMarket Overview | 300 billion \"Coupon Mao\" once crashed, and financial real estate fell! What's happening\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-02-14 16:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Key News Review</b></p><p><b>The State Council issued the National Emergency Response System Plan for the 14th Five-Year Plan</b></p><p>The State Council issued the \"14th Five-Year Plan\" National Emergency Response System, which proposes that by 2025, significant progress will be made in the modernization of emergency management system and capabilities, an emergency management system with Chinese characteristics with unified command, both expertise and regularity, responsiveness, and linkage between top and bottom will be formed, a national emergency response capability system with unified leadership, consistent powers and responsibilities, authority and efficiency will be established, the system and mechanism for preventing and resolving major safety risks will be continuously improved, the construction of emergency rescue forces will be comprehensively strengthened, the rule of law level of emergency management, the level of scientific and technological informatization and the comprehensive support capability will be greatly improved, the situation of safety production and comprehensive disaster prevention and mitigation will be stabilized and improved, the level of natural disaster prevention will be significantly improved, and the ability of the whole society to prevent and respond to disasters and accidents will be significantly enhanced.</p><p><b>2、<a href=\"https://laohu8.com/S/300059\">Oriental Fortune</a>Sharp Drop 13% Leading the Drop Securities Sector Seller Research Two-level Analysis of the Sharp Drop</b></p><p>Oriental Fortune stock plunged 13% today, leading the decline in the securities sector. In this regard, the seller's research gives two levels of analysis: First, Oriental Fortune has now entered the conversion period, and there was a significant pullback/retracement in the first two conversion periods. This conversion reached 15.8 billion yuan, which has certain downward pressure; Second, from the perspective of public offering positions, most institutional investors entered in the third and fourth quarters of last year. As of 21Q4, active equity funds held 952 million shares, which was the third largest holding stock in public offering. At present, the price has gradually broken through their cost line, so this position may further aggravate the fluctuation.</p><p><b>3. Business Society: Cement market demand is recovering, mainly rising in a short time</b></p><p>According to the monitoring of business society, the cement market in East China has risen recently, with the price at the beginning of the week being 510 yuan/ton and the price at the weekend being 520 yuan/ton, up 1.96%. The current price has dropped by 5.45% month-on-month, and the current price has increased by 3.96% year-on-year.</p><p><b>4. The quotation of some lithium battery materials continues to rise, and metal lithium rises by another 60,000 yuan/ton</b></p><p><a href=\"https://laohu8.com/S/300226\">Shanghai Ganglian</a>According to the released data, the price of raw materials in the lithium battery industry chain has risen again today, with metal lithium rising by 60,000 yuan/ton, with the highest reported at 2.16 million yuan/ton; Battery-grade lithium carbonate rose by 9,000 yuan/ton, with an average price of 414,000 yuan/ton; Lithium hydroxide rose by 8,500-10,000 yuan/ton. In addition, electrolytic cobalt, cobalt sulfate, lithium iron phosphate, etc. all rose to varying degrees.</p><p><b>Hong Kong stock</b></p><p>The Hong Kong stock index was sluggish throughout the day, with global risk markets falling due to tensions in Ukraine. The Hang Seng Index fell 1.41% to 350 points, the Hang Seng Technology Index fell 1.89% and the Hang Seng Technology Index fell 1.7%.<img src=\"https://static.tigerbbs.com/ff8716c3bfe8577c3d47244d369425aa\" tg-width=\"450\" tg-height=\"180\" referrerpolicy=\"no-referrer\"/>On the disk, big tech stocks are sluggish,<a href=\"https://laohu8.com/S/0999\">Netease</a>Fell more than 4%, Meituan,<a href=\"https://laohu8.com/S/09618\">Jingdong</a>、<a href=\"https://laohu8.com/S/09988\">Alibaba</a>It fell more than 3%, Aauto Quicker fell 2.8%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>etc are all lower; Previously, active domestic housing stocks and property management stocks led the decline in the market. Popular sectors such as power stocks, building materials and cement stocks, Chinese brokerage stocks, port shipping stocks, automobile stocks and insurance stocks fell one after another, and biotechnology stocks continued their decline.</p><p>On the other hand, geopolitical tensions and rising risk aversion boosted the strength of gold and oil stocks, while film stocks and tourism stocks performed strongly throughout the day. The net outflow of southbound funds was HK$701 million, and the market turnover was HK$113.8 billion.</p><p><b>A Shares</b></p><p>Today, the three major indices rebounded slightly in late trading, but they still closed down collectively. As of the close, the Shanghai Composite Index fell 0.98% to 3428.88 points, with a turnover of 361.7 billion yuan; The Shenzhen Component Index fell 0.77% to 13,123.21 points, with a turnover of 500.8 billion yuan. The GEM index fell 0.52% to 2732.01 points. From the perspective of individual stocks, the two cities rose by 2,179 stocks, fell by 2,300 stocks, and 153 stocks rose flat. A total of 96 stocks in the two cities had their daily limit, and a total of 23 stocks had their daily limit.<img src=\"https://static.tigerbbs.com/e906238e8716175d14ff3c56bda77c1f\" tg-width=\"458\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/>On the disk, the big financial and real estate-related industrial chains are the main force in selling down, and the big consumption sectors such as liquor are active. In terms of theme stocks, COVID-19 treatment, tourism and other themes have strengthened sharply, and lithium battery stocks have also ushered in a rebound. On the whole, the market rotation effect is obvious, and individual stocks in the two cities rise and fall equally. Specifically, the weighted sectors such as finance and real estate fell sharply, and the 300 billion giant Oriental Fortune suddenly \"turned off the lights and ate noodles\", closing by more than 13%, with a turnover of more than 15 billion in the whole day. In the real estate sector, Guangdong Hongyuan A fell to the limit, and Xinhualian, Tahoe Group and other stocks were among the top losers. The tourism theme continued to explode, with Caesar Tourism 3-board, Huatian Hotel, Tibet Tourism, Qujiang Cultural Tourism and other shares closed. CITIC Securities believes that looking forward to the whole year of 2022, the trend of weakening the impact of the epidemic is clear, and it is expected that the main line of investment in epidemic recovery will run through the whole year.</p><p>Pfizer's COVID-19 oral drug was approved in China. Today, the COVID-19 drug sector broke out. Porton shares signed an order with Pfizer, and the stock price was limited. Yaben Chemical, a big demon stock that had soared four times before, plunged 44% last week, and today it has a daily limit of 20% again.</p><p>Today, lithium battery stocks ushered in a rebound, and the share price of CATL returned to above 500 yuan, closing with an increase of more than 3%. Stocks such as SINOMACH and Rongjie rose sharply.</p><p><b>U.S. stocks</b></p><p>The futures of the three major U.S. stock indexes all fell in the premarket session. As of press time, Dow futures fell 0.02%; S&P 500 futures fell 0.13%; Nasdaq 100 futures fell 0.26%.<img src=\"https://static.tigerbbs.com/16b3fa6e2e1bf3c2978a62dc4f29683c\" tg-width=\"472\" tg-height=\"162\" referrerpolicy=\"no-referrer\"/><b>European stock markets</b></p><p>Major European stock markets all fell in the early session.<img src=\"https://static.tigerbbs.com/ae5f4763f1ccbc7bc4171d9443ab847f\" tg-width=\"638\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/><b>Commodities</b><img src=\"https://static.tigerbbs.com/b3b49df8f63816a06f211e2c5095fc75\" tg-width=\"651\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/><b>Gold</b></p><p>On Friday (February 11th), the US Dollar Index was higher, and the S&P 500 index fell nearly 2%, the biggest two-day decline since 2020; The yen reversed its losses this week as heightened tightness in Ukraine weighed on investor sentiment. Spot gold surged to nearly two-month highs as concerns over soaring inflation and geopolitical conditions boosted demand for the safe-haven metal. On Friday, the price of gold extended its rally, hitting its highest level since November last year, thanks to the tight Liu situation in Ukraine that stimulated investors' safe-haven demand; Spot gold once rose 2.12% to $1,865.48 an ounce, the highest level since Nov. 19; Gold rose 2.8% this week, its best week since May 7 last year. U.S. National Security Adviser Sullivan said Friday that the U.S. believes Russia is operating militarily against Ukraine as early as next week, before the end of the Beijing Winter Olympics, or is trying to spark an internal conflict in Ukraine; Russia has repeatedly denied plans to attack Ukraine.</p><p>US stocks fell on the back of risk aversion, while the US Treasury Bond and the US dollar rose. The attractiveness of gold during times of high inflation and geopolitical uncertainty, offsetting concerns that rising interest rates will hurt demand for gold; The price of gold broke higher because if Russia does invade Ukraine, the global economic recovery will be hit hard, risks to the outlook have been increasing, and now it seems that the accelerated tightening of the Federal Reserve and increased geopolitical risks will allow many investors to take a safe haven through gold, Liu said. No one wants to short gold before the weekend, so the price should be supported by next week. Some investors are also betting that prices of some consumer goods will remain high despite the central bank's efforts to curb inflation, boosting gold's inflation-hedging appeal, Liu said.</p><p>As of 16:33 Beijing time, the commodity market shows:</p><p><ul><li>The spot gold price rose by $17.15, or about 0.93%, to $1,859.25/oz.</li></ul><b>crude oil</b></p><p>Oil rose for the eighth consecutive week, with the global benchmark Brent price exceeding $95, and U.S. oil rose by more than 4%, reaching a new high since September 2014 to $94.66/barrel. The tight situation between Ukraine and Russia intensified worries about tight global supply, and then gave up the gains. U.S. National Security Adviser Jake Sullivan said Friday that the U.S. believes Russia may take offensive military action as early as next week or attempt to provoke conflict within Ukraine; A potential Russian invasion of Ukraine could not only disrupt crude oil supplies but also trigger retaliatory U.S. sanctions. Oil prices have soared in recent weeks amid speculation that a global economic rebound will push demand over supply. Ed Moya, senior market analyst at Oanda's Americas business, said that the oil market is waiting for an important catalyst to justify the rise of oil prices above $100, while the situation in Ukraine seems to be deteriorating, and if Russian military movements are confirmed next week, then the expectation of crude oil supply disruption may push oil prices up another 10%. Global oil demand recovery could exceed expectations this year as economic activity rebounds and travel heats up, OPEC said on Thursday. However, the rise in oil prices also faced some headwinds, as U.S. and European officials said the parties were closing in on a deal after Iranian nuclear talks resumed in Vienna on Tuesday.</p><p>As of 16:23 Beijing time, the commodity market shows:</p><p><ul><li>U.S. WTI crude oil futures fell by $0.22, or 0.24%, to $93.32/barrel.</li><li>Brent crude oil futures fell by $0.03 or 0.03% to $94.47/barrel.</li></ul></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"399001":"深证成指","399006":"创业板指","399102":"创业板综","000001.SH":"上证指数","HSI":"恒生指数","HSTECH":"恒生科技指数","HSCCI":"红筹指数","HSCEI":"国企指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169977329","content_text":"要闻回顾1、国务院印发“十四五”国家应急体系规划国务院印发“十四五”国家应急体系规划，规划提出，到2025年，应急管理体系和能力现代化建设取得重大进展，形成统一指挥、专常兼备、反应灵敏、上下联动的中国特色应急管理体制，建成统一领导、权责一致、权威高效的国家应急能力体系，防范化解重大安全风险体制机制不断健全，应急救援力量建设全面加强，应急管理法治水平、科技信息化水平和综合保障能力大幅提升，安全生产、综合防灾减灾形势趋稳向好，自然灾害防御水平明显提升，全社会防范和应对处置灾害事故能力显著增强。2、东方财富大跌13%领跌证券板块 卖方研究两个层面分析大跌东方财富股票今日大跌13%，领跌证券板块。对此，卖方研究给出两个层面的分析：第一是东方财富现已进入转股期，在前两次转股期均呈出现显著回撤，本次转股达158亿元，本身存在一定下行压力；第二是从公募持仓来看，大多数机构投资者是去年三四季度进入，截至21Q4主动权益类基金持仓9.52亿股，为公募第三大重仓股，目前价格已经逐步击穿他们的成本线，所以这个位置或进一步加剧波动。3、生意社：水泥市场需求正在恢复 短时间内以上涨为主据生意社监测显示，近期华东地区水泥行情走高，周初价格为510元/吨，周末价格为520元/吨，上涨了1.96%，当前价格环比下跌了5.45%，当前价格同比去年上涨了3.96%。4、部分锂电材料报价继续上涨 金属锂再涨6万元/吨上海钢联发布的数据显示，今日锂电产业链原材料价格再次上扬，金属锂涨6万元/吨，最高报216万元/吨；电池级碳酸锂涨0.9万元/吨，均价报41.4万元/吨；氢氧化锂涨0.85万-1万元/吨。此外，电解钴、硫酸钴、磷酸铁锂等均有不同程度上涨。港股港股指数全天表现低迷，因乌克兰局势紧张，全球风险市场下挫。恒指跌1.41%下挫350点，国指跌1.89%，恒生科技指数跌1.7%。盘面上，大型科技股表现萎靡，网易跌超4%，美团、京东、阿里巴巴跌超3%，快手跌2.8%，腾讯等皆走低；此前活跃的内房股与物管股领跌市场，电力股、建材水泥股、中资券商股、港口航运股、汽车股、保险等热门板块纷纷下挫，生物科技股延续跌势。另一方面，地缘政治紧张，避险情绪升温，助推黄金、石油股走强，电影股、旅游股全天表现强势。南下资金净流出7.01亿港元，大市成交额为1138亿港元。A股今日三大指数尾盘小幅反弹，但仍集体收跌。截至收盘，沪指跌0.98%报3428.88点，成交3617亿元；深成指跌0.77%报13123.21点，成交5008亿元。创业板指下跌0.52%，报2732.01点。从个股看，两市上涨2179家，下跌2300家，153家涨幅持平，两市共96股涨停，共23股跌停。盘面上，大金融、地产相关产业链为杀跌主力，白酒等大消费板块走势活跃，题材股方面，新冠治疗、旅游等题材大幅走强，锂电股也迎来反弹。总体看，市场轮动效应比较明显，两市个股涨跌各半。具体来看，金融、地产等权重板块大幅杀跌，3000亿巨头东方财富突然“关灯吃面”，收盘大跌超13%，全天成交额超150亿。地产板块中，粤宏远A跌停，新华联、泰禾集团等股跌幅居前。旅游题材继续爆发，凯撒旅业3连板，华天酒店、西藏旅游、曲江文旅等多股封板。中信证券认为，展望2022全年，疫情影响减弱的趋势较明确，预计疫情修复投资主线将贯穿全年。辉瑞新冠口服药国内获批，今日新冠药物板块爆发，博腾股份与辉瑞签订订单，股价一字涨停。此前暴涨4倍的大妖股雅本化学，上周一周暴跌44%，今日再度20%涨停。今日锂电股迎来反弹，宁德时代股价重回500元上方，收盘涨幅超3%。国机通用、融捷股份等股大幅走高。美股美股三大指数期货盘前时段悉数下跌。截至发稿，道指期货跌0.02%；标普500指数期货跌0.13%；纳斯达克100指数期货跌0.26%。 欧洲股市欧洲主要股市在盘初时段悉数下跌。大宗商品黄金周五（2月11日）美元指数走高，标普500指数跌近2%，创下2020年以来最大两日跌幅；由于乌克兰紧刘局势加剧令投资者人气承压，日元扭转了本周的跌势。现货黄金劲升至近两个月高点，因对通胀飙升和地缘局势的担忧，提振了对这种避险金属的需求。周五黄金价格延续涨势，触及去年11月以来的最高水平，得益于乌克兰紧刘局势刺激了投资者的避险需求；现货黄金一度上涨2.12%至每盎司1865.48美元，创出了11月19日以来的最高水平；本周金价上涨2.8%，为去年5月7日以来的最佳一周。美国国家安全顾问沙利文周五表示，美国认为俄罗斯最早在下周、即北京冬奥会结束之前对乌克兰军事行动，或者试图引发乌克兰内部冲突；俄罗斯一再否认计划袭击乌克兰。受避险情绪影响，美国股市下跌，美国国债和美元上涨。黄金在高通胀和地缘政治不确定性时期的吸引力，抵消了关于利率上升将损害黄金需求的担忧；刘福云说，金价突破走高，因为如果俄罗斯真的入侵乌克兰，全球经济复苏将受到重创，前景面临的风险一直在增加，现在看来，美联储加速收紧政策和地缘政治风险加剧将让许多投资者通过黄金避险。没有人愿意在周末前做空黄金，因此价格到下周之际应该会得到支撑。刘福云表示，一些投资者还押注，尽管央行努力遏制通胀，但一些消费品价格将保持高位，这提振了黄金的通胀对冲吸引力。截至北京时间16:33，大宗商品行情显示：现货黄金价格涨17.15美元或约0.93%，报1859.25美元/盎司。原油石油连续第八周上涨，全球基准的布伦特价格突破95美元，美油涨超4%，刷新2014年9月以来高点至94.66美元/桶，因乌克兰和俄罗斯之间的紧刘局势加剧了对全球供应紧刘的担忧，之后回吐涨幅。美国国家安全顾问Jake Sullivan周五说，美国认为俄罗斯可能最早在下周采取进攻性军事行动，或试图在乌克兰内部挑起冲突；潜在的俄罗斯入侵乌克兰不仅可能扰乱原油供应，还可能引发美国的报复性制裁。油价近几周飙升，因市场猜测全球经济反弹将使需求超过供给。Oanda美洲业务高级市场分析师Ed Moya说，石油市场在等待一个重要的催化剂，证明油价升破100美元是合理的，而乌克兰局势似乎在恶化，如果俄罗斯军队动作在下周得到证实，那么原油供应中断的预期可能会使油价再上涨10%。OPEC周四表示，随着经济活动的反弹和旅行升温，全球石油需求复苏今年可能超过预期超过预期。不过，油价的上涨也面临一些阻力，因为伊朗核谈判周二在维也纳恢复之后，美欧官员都表示各方正在接近达成协议。截至北京时间16:23，大宗商品行情显示：美国WTI原油期货价格跌0.22美元或0.24%，报93.32美元/桶。布伦特原油期货价格跌0.03美元或0.03%，报94.47美元/桶。","news_type":1,"symbols_score_info":{"399001":0,"399006":0,"399102":0,"HSCCI":0,"HSTECH":0,"HSCEI":0,"HSI":0,"000001.SH":0}},"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092793331,"gmtCreate":1644723250221,"gmtModify":1676533956735,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"😇","listText":"😇","text":"😇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092793331","repostId":"2211852418","repostType":4,"repost":{"id":"2211852418","kind":"news","pubTimestamp":1644709560,"share":"https://ttm.financial/m/news/2211852418?lang=en_US&edition=fundamental","pubTime":"2022-02-13 07:46","market":"sh","language":"zh","title":"Apple executives may need to testify in Justice Department's Google search lawsuit","url":"https://stock-news.laohu8.com/highlight/detail?id=2211852418","media":"市场资讯","summary":"　　苹果的高层管理人员可能要在美司法部对Google的诉讼中发挥作用，管理层将在搜索巨头的审判前成为取证的对象。据悉，DOJ于2020年10月对Google提起反垄断诉讼，称这家科技巨头在互联网搜索行业中滥用权力。在为审判做准备时，苹果的领导层似乎将在诉讼的一部分中出现。　　据报道，在苹果的案例中，Google已经向该公司支付了数十亿美元以维持其在iOS版Safari浏览器中的默认搜索位置。　　DOJ正在对Google和苹果的涉嫌反垄断活动进行多项调查。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/AAPL\">Apple</a>The top management of the U.S. Department of Justice (DOJ) may have to play a role in the lawsuit against Google, and the management will be the object of evidence before the trial of the search giant. It is reported that the DOJ filed an antitrust lawsuit against Google in October 2020, claiming that the tech giant abused its power in the Internet search industry. In preparation for the trial, it appears that Apple's leadership will appear in part of the lawsuit.<img src=\"https://static.tigerbbs.com/c9db449a5121b5fe1fc84f9af50ff2c1\" tg-width=\"720\" tg-height=\"360\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>During a pre-trial hearing on Friday, Steven Sunshine told the court on behalf of Apple that the DOJ had requested testimony from Apple's \"top executives,\" Reuters reported. However, Sunshine also acknowledged that it is not clear exactly what the DOJ wants from Apple.</p><p>The lawsuit involves Google's attempt to maintain its position as the dominant search company, using arrangements with equipment and software vendors to ensure that it becomes the default search option provided to consumers.</p><p>In Apple's case, Google has reportedly paid the company billions of dollars to maintain its default search position in the Safari browser for iOS. While analysts estimate payments in 2021 at around $15 billion, neither Google nor Apple disclosed any details of the deal.</p><p>Currently, the trial date of the lawsuit has been determined as September 12, 2023.</p><p>The DOJ is conducting multiple investigations into alleged antitrust activities by Google and Apple. However, in December, funding concerns related to the proposed Build Back Better social spending bill delayed discussions of further antitrust complaints until March or later.</p><p>The DOJ complaint isn't the only one about Google's payments to Apple. A class action lawsuit filed in January alleges that the payment transaction violated U.S. antitrust laws because Apple allegedly agreed to abandon developing its own search engine.</p><p></body></html></p>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple executives may need to testify in Justice Department's Google search lawsuit</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple executives may need to testify in Justice Department's Google search lawsuit\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">市场资讯</strong><span class=\"h-time small\">2022-02-13 07:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/AAPL\">Apple</a>The top management of the U.S. Department of Justice (DOJ) may have to play a role in the lawsuit against Google, and the management will be the object of evidence before the trial of the search giant. It is reported that the DOJ filed an antitrust lawsuit against Google in October 2020, claiming that the tech giant abused its power in the Internet search industry. In preparation for the trial, it appears that Apple's leadership will appear in part of the lawsuit.<img src=\"https://static.tigerbbs.com/c9db449a5121b5fe1fc84f9af50ff2c1\" tg-width=\"720\" tg-height=\"360\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>During a pre-trial hearing on Friday, Steven Sunshine told the court on behalf of Apple that the DOJ had requested testimony from Apple's \"top executives,\" Reuters reported. However, Sunshine also acknowledged that it is not clear exactly what the DOJ wants from Apple.</p><p>The lawsuit involves Google's attempt to maintain its position as the dominant search company, using arrangements with equipment and software vendors to ensure that it becomes the default search option provided to consumers.</p><p>In Apple's case, Google has reportedly paid the company billions of dollars to maintain its default search position in the Safari browser for iOS. While analysts estimate payments in 2021 at around $15 billion, neither Google nor Apple disclosed any details of the deal.</p><p>Currently, the trial date of the lawsuit has been determined as September 12, 2023.</p><p>The DOJ is conducting multiple investigations into alleged antitrust activities by Google and Apple. However, in December, funding concerns related to the proposed Build Back Better social spending bill delayed discussions of further antitrust complaints until March or later.</p><p>The DOJ complaint isn't the only one about Google's payments to Apple. A class action lawsuit filed in January alleges that the payment transaction violated U.S. antitrust laws because Apple allegedly agreed to abandon developing its own search engine.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-02-13/doc-ikyamrna0479564.shtml\">市场资讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9db449a5121b5fe1fc84f9af50ff2c1","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4525":"远程办公概念","BK4561":"索罗斯持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","AAPL":"苹果","BK4501":"段永平概念","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4553":"喜马拉雅资本持仓","GOOG":"谷歌","BK4534":"瑞士信贷持仓","BK4514":"搜索引擎","GOOGL":"谷歌A","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4505":"高瓴资本持仓","BK4515":"5G概念","BK4559":"巴菲特持仓","BK4538":"云计算","BK4550":"红杉资本持仓","BK4507":"流媒体概念"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-02-13/doc-ikyamrna0479564.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2211852418","content_text":"苹果的高层管理人员可能要在美司法部（DOJ）对Google的诉讼中发挥作用，管理层将在搜索巨头的审判前成为取证的对象。据悉，DOJ于2020年10月对Google提起反垄断诉讼，称这家科技巨头在互联网搜索行业中滥用权力。在为审判做准备时，苹果的领导层似乎将在诉讼的一部分中出现。据路透社报道，在周五的预审听证会上，Steven Sunshine代表苹果告诉法庭，DOJ已经要求苹果的“最高层管理人员”提供证词。然而，Sunshine也承认，并不清楚DOJ到底想从苹果得到什么。该诉讼涉及到Google试图维持其作为主导搜索公司的地位，利用跟设备和软件供应商的安排来确保其成为提供给消费者的默认搜索选项。据报道，在苹果的案例中，Google已经向该公司支付了数十亿美元以维持其在iOS版Safari浏览器中的默认搜索位置。虽然分析师估计2021年的付款额在150亿美元左右，但Google和苹果都没有披露该交易的任何细节。目前，该诉讼案的审判日期已经确定为2023年9月12日。DOJ正在对Google和苹果的涉嫌反垄断活动进行多项调查。然而在12月，跟Build Back Better社会支出法案提案有关的资金担忧将进一步提出反垄断投诉的讨论推迟到3月或更晚。DOJ的投诉并不是唯一关于Google向苹果付款的投诉。1月份提起的集体诉讼称，由于苹果据称同意放弃开发自己的搜索引擎，因此该支付交易违反了美国反垄断法。","news_type":1,"symbols_score_info":{"AAPL":0.6,"GOOGL":0.6,"GOOG":0.6}},"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092790211,"gmtCreate":1644722894294,"gmtModify":1676533956693,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"💣","listText":"💣","text":"💣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092790211","repostId":"2210311521","repostType":4,"repost":{"id":"2210311521","kind":"highlight","pubTimestamp":1644716048,"share":"https://ttm.financial/m/news/2210311521?lang=en_US&edition=fundamental","pubTime":"2022-02-13 09:34","market":"us","language":"zh","title":"What does the war in Ukraine mean for markets if it breaks out?","url":"https://stock-news.laohu8.com/highlight/detail?id=2210311521","media":"华尔街见闻","summary":"战争无疑会引发蝴蝶效应，进一步加剧全球供应危机，导致原材料和能源等大宗商品价格螺旋上升，并转化为更大的通胀上行压力，导致各国央行将不得不更激进地踩刹车。\n","content":"<p><html><head></head><body>Under the instigation of the United States, the situation between Russia and Ukraine has escalated again. In Washington's view, the war is \"on the verge of breaking out\". If the smoke is ignited, how much waves will it make in the capital market?</p><p>The overnight market has unfolded with a preview. Under the \"war atmosphere\" rendered by the United States, the selling of risky assets intensified, oil prices reached a seven-and-a-half-year high, safe-haven assets rose sharply, gold hit a three-month high of $1,860, and the yield of 10-year U.S. bonds dropped sharply by 11 basis points and fell below 2%.<img src=\"https://static.tigerbbs.com/9a02f29c17f61f46a37686df173b95c9\" tg-width=\"926\" tg-height=\"549\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>On Feb. 10, Biden urged Americans in Ukraine to \"leave immediately,\" saying \"the situation could quickly get crazy.\" On Feb. 11, U.S. Secretary of State Blinken echoed Biden, claiming that we are currently in a \"window where an invasion can happen at any time\" and that \"the current situation is that Russia could invade Ukraine at any time, including possibly during the Olympics.\" U.S. National Security Adviser Jack Sullivan meanwhile urged that U.S. citizens should leave Ukraine within the next 24 to 48 hours.</p><p>However, the Russian Foreign Ministry on Friday accused Western countries and the media of spreading a \"massive false propaganda campaign\" to promote the argument that Russia is about to invade Ukraine.</p><p>Biden and Putin will hold an emergency conference call on Saturday in light of rising tensions in eastern Ukraine.</p><p>According to the analysis, under the background of high global inflation, this war crisis will undoubtedly trigger the butterfly effect, further aggravate the supply crisis, and lead to a spiral of commodity prices such as raw materials and energy.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Analysts recently wrote in a note, \"In the past few weeks, the market has become increasingly tense. Given the significant risks that the conflict may pose to commodity supplies, further escalation of the situation or potential disruption of exports may drive energy, metals and agriculture prices further higher.\"</p><p>Rising food prices combined with higher oil prices will translate into greater upward pressure on inflation, with central banks likely to take tougher policy actions that could take a toll on a global economy still recovering from the pandemic.</p><p><h2>Are crude oil afraid of \"putting oil on the fire\"?</h2>With the global crude oil supply tightening and the idle production capacity of most oil-producing countries nearly exhausted, once the Western sanctions cause any interruption of Russian oil, it will \"add fuel to the fire\" for the already strong oil price.</p><p>Wall Street News mentioned earlier that JPMorgan economists Joseph Lupton and Bruce Kasman recently pointed out in a research report that the escalation of geopolitical tensions between Russia and Ukraine may have another impact on crude oil supply, resulting in a \"substantial surge\" in oil prices this quarter:</p><p>The global crude oil supply may contract by 2.3 million barrels per day, thus quickly pushing the oil price up to 150 USD/barrel, which will double the average price in the fourth quarter of 2021. And they predict that once oil prices soar, the global GDP growth rate may slip to 0.9% in the first half of this year, compared with the previous expected growth rate of 4.1%. In addition, global inflation will soar to 7.2% from the originally expected 3%.</p><p>The impact on the global economy is so great that some analysts believe that Western sanctions may \"show mercy\" to avoid disturbing Russian crude oil supply, while there are some optimistic views that Saudi Arabia and some other countries in the Middle East may fill the supply gap.</p><p>However, the International Energy Agency IEA expects that the lack of supply from OPEC + may push up oil prices to the highest level since 2014. At the end of this year, the gap between OPEC's expected production and actual delivery may be as high as 1 billion barrels, while OECD crude oil inventories will drop to the lowest level in seven years.</p><p>Earlier, OPEC's latest monthly report confirmed that the daily output in January only increased by 64,000 barrels, instead of the planned 250,000 barrels, and it was worried that the world oil demand may rise more sharply this year under the strong economic recovery in the post-epidemic era.</p><p><h2>Food prices fly out of the black swan?</h2>Since last year, global food prices have continued to rise due to factors such as reduced fertilizer production and rising prices, and the persistence of La Niña phenomenon. The market is already worried about whether grain prices will be the black swan of prices in 2022. Once the situation in Russia and Ukraine deteriorates, grain prices may usher in greater upside risks.</p><p>Ukraine and Russia, the global trade centers for wheat, corn and sunflower oil, will cause a knock-on effect globally if supplies are disrupted, sending food prices, already at their highest levels in 10 years, further higher.</p><p>To take history as a guide, international wheat prices rose by more than 20% in the two months leading up to Russian President Vladimir Putin's March 2014 annexation of the Crimean Peninsula.</p><p>Russia is the world's largest exporter of wheat, accounting for 10% of global production and 20% of international exports. Ukraine is the fifth largest exporter with a 10% share. Ukraine's share of corn exports also exceeds 10 percent, while the country also controls large quantities of sunflower oil and barley production and exports.</p><p>Russia's agricultural regions are concentrated in the southwest, near the border with Ukraine, while wheat and corn cultivation in Ukraine is mainly in the center and south. If conflict breaks out, it could damage agricultural production belts in both countries and affect global food shipments from Black Sea ports. Furthermore, the West may impose sanctions on Russia and restrict grain exports.</p><p>Currently, the price of the near-term contract for corn futures on the Chicago Board of Trade is now hovering around $6.20 a bushel, up more than 10% from the same period last year. Wheat futures on the same exchange rose 20% to about $7.60 a bushel.</p><p>It is worth mentioning that Russia is also one of the world's top three exporters of fertilizers, and any cuts in supplies could cause already high agricultural production costs to soar, affect corn production, and lead to further food inflation.</p><p><h2>Natural gas and raw materials can't escape the shock?</h2>So far, the most affected by the Russia-Ukraine conflict is the European gas market.</p><p>If the West imposes tougher sanctions on Russia in the event of its invasion of Ukraine, cutting off gas supplies to Europe would be an economic trump card for Moscow.</p><p>European Central Bank President Christine Lagarde said recently: \"The geopolitical cloud over Europe, if it becomes a reality, will certainly have an impact on energy prices.\" Lagarde believes that economic growth will also be affected, with investment delayed as income and consumption may decrease.</p><p>Russia is the largest energy supplier to the European Union. About 40% of the EU's natural gas imports and nearly a third of its crude oil imports come from Russia.</p><p>The Financial Times quoted Andrew Kenningham, chief European economist at Capital Economics, as saying that gas prices \"could easily return to their peak of €180 per megawatt hour (in December 2021)\" in the event of a conflict.</p><p>Russia is also a major commodity exporter. Once the West imposes sanctions on Russia, it could create a huge wave in commodity markets, rippling across markets that the country is a major exporter, including aluminum, nickel, copper and platinum.</p><p>Even a brief supply disruption could have a huge impact at a time when global manufacturing is already facing severe shortages of everything from aluminum to zinc.</p><p>Russia accounts for around 40% of global palladium supply, and the impact on the palladium market could be particularly severe. Russia's dominance of base metals has waned, but it remains one of the leading global suppliers. JPMorgan estimates that Russia accounts for about 4-6% of the world's copper, aluminum and nickel refining output.</p><p>In 2018, U.S. sanctions against Rusal United triggered turmoil in the aluminum market. Still, U.S. policymakers are unlikely to want to risk a repeat, according to Bloomberg, citing banks including Goldman Sachs Group Inc.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What does the war in Ukraine mean for markets if it breaks out?</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\">\nWhat does the war in Ukraine mean for markets if it breaks out?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-02-13 09:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Under the instigation of the United States, the situation between Russia and Ukraine has escalated again. In Washington's view, the war is \"on the verge of breaking out\". If the smoke is ignited, how much waves will it make in the capital market?</p><p>The overnight market has unfolded with a preview. Under the \"war atmosphere\" rendered by the United States, the selling of risky assets intensified, oil prices reached a seven-and-a-half-year high, safe-haven assets rose sharply, gold hit a three-month high of $1,860, and the yield of 10-year U.S. bonds dropped sharply by 11 basis points and fell below 2%.<img src=\"https://static.tigerbbs.com/9a02f29c17f61f46a37686df173b95c9\" tg-width=\"926\" tg-height=\"549\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>On Feb. 10, Biden urged Americans in Ukraine to \"leave immediately,\" saying \"the situation could quickly get crazy.\" On Feb. 11, U.S. Secretary of State Blinken echoed Biden, claiming that we are currently in a \"window where an invasion can happen at any time\" and that \"the current situation is that Russia could invade Ukraine at any time, including possibly during the Olympics.\" U.S. National Security Adviser Jack Sullivan meanwhile urged that U.S. citizens should leave Ukraine within the next 24 to 48 hours.</p><p>However, the Russian Foreign Ministry on Friday accused Western countries and the media of spreading a \"massive false propaganda campaign\" to promote the argument that Russia is about to invade Ukraine.</p><p>Biden and Putin will hold an emergency conference call on Saturday in light of rising tensions in eastern Ukraine.</p><p>According to the analysis, under the background of high global inflation, this war crisis will undoubtedly trigger the butterfly effect, further aggravate the supply crisis, and lead to a spiral of commodity prices such as raw materials and energy.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Analysts recently wrote in a note, \"In the past few weeks, the market has become increasingly tense. Given the significant risks that the conflict may pose to commodity supplies, further escalation of the situation or potential disruption of exports may drive energy, metals and agriculture prices further higher.\"</p><p>Rising food prices combined with higher oil prices will translate into greater upward pressure on inflation, with central banks likely to take tougher policy actions that could take a toll on a global economy still recovering from the pandemic.</p><p><h2>Are crude oil afraid of \"putting oil on the fire\"?</h2>With the global crude oil supply tightening and the idle production capacity of most oil-producing countries nearly exhausted, once the Western sanctions cause any interruption of Russian oil, it will \"add fuel to the fire\" for the already strong oil price.</p><p>Wall Street News mentioned earlier that JPMorgan economists Joseph Lupton and Bruce Kasman recently pointed out in a research report that the escalation of geopolitical tensions between Russia and Ukraine may have another impact on crude oil supply, resulting in a \"substantial surge\" in oil prices this quarter:</p><p>The global crude oil supply may contract by 2.3 million barrels per day, thus quickly pushing the oil price up to 150 USD/barrel, which will double the average price in the fourth quarter of 2021. And they predict that once oil prices soar, the global GDP growth rate may slip to 0.9% in the first half of this year, compared with the previous expected growth rate of 4.1%. In addition, global inflation will soar to 7.2% from the originally expected 3%.</p><p>The impact on the global economy is so great that some analysts believe that Western sanctions may \"show mercy\" to avoid disturbing Russian crude oil supply, while there are some optimistic views that Saudi Arabia and some other countries in the Middle East may fill the supply gap.</p><p>However, the International Energy Agency IEA expects that the lack of supply from OPEC + may push up oil prices to the highest level since 2014. At the end of this year, the gap between OPEC's expected production and actual delivery may be as high as 1 billion barrels, while OECD crude oil inventories will drop to the lowest level in seven years.</p><p>Earlier, OPEC's latest monthly report confirmed that the daily output in January only increased by 64,000 barrels, instead of the planned 250,000 barrels, and it was worried that the world oil demand may rise more sharply this year under the strong economic recovery in the post-epidemic era.</p><p><h2>Food prices fly out of the black swan?</h2>Since last year, global food prices have continued to rise due to factors such as reduced fertilizer production and rising prices, and the persistence of La Niña phenomenon. The market is already worried about whether grain prices will be the black swan of prices in 2022. Once the situation in Russia and Ukraine deteriorates, grain prices may usher in greater upside risks.</p><p>Ukraine and Russia, the global trade centers for wheat, corn and sunflower oil, will cause a knock-on effect globally if supplies are disrupted, sending food prices, already at their highest levels in 10 years, further higher.</p><p>To take history as a guide, international wheat prices rose by more than 20% in the two months leading up to Russian President Vladimir Putin's March 2014 annexation of the Crimean Peninsula.</p><p>Russia is the world's largest exporter of wheat, accounting for 10% of global production and 20% of international exports. Ukraine is the fifth largest exporter with a 10% share. Ukraine's share of corn exports also exceeds 10 percent, while the country also controls large quantities of sunflower oil and barley production and exports.</p><p>Russia's agricultural regions are concentrated in the southwest, near the border with Ukraine, while wheat and corn cultivation in Ukraine is mainly in the center and south. If conflict breaks out, it could damage agricultural production belts in both countries and affect global food shipments from Black Sea ports. Furthermore, the West may impose sanctions on Russia and restrict grain exports.</p><p>Currently, the price of the near-term contract for corn futures on the Chicago Board of Trade is now hovering around $6.20 a bushel, up more than 10% from the same period last year. Wheat futures on the same exchange rose 20% to about $7.60 a bushel.</p><p>It is worth mentioning that Russia is also one of the world's top three exporters of fertilizers, and any cuts in supplies could cause already high agricultural production costs to soar, affect corn production, and lead to further food inflation.</p><p><h2>Natural gas and raw materials can't escape the shock?</h2>So far, the most affected by the Russia-Ukraine conflict is the European gas market.</p><p>If the West imposes tougher sanctions on Russia in the event of its invasion of Ukraine, cutting off gas supplies to Europe would be an economic trump card for Moscow.</p><p>European Central Bank President Christine Lagarde said recently: \"The geopolitical cloud over Europe, if it becomes a reality, will certainly have an impact on energy prices.\" Lagarde believes that economic growth will also be affected, with investment delayed as income and consumption may decrease.</p><p>Russia is the largest energy supplier to the European Union. About 40% of the EU's natural gas imports and nearly a third of its crude oil imports come from Russia.</p><p>The Financial Times quoted Andrew Kenningham, chief European economist at Capital Economics, as saying that gas prices \"could easily return to their peak of €180 per megawatt hour (in December 2021)\" in the event of a conflict.</p><p>Russia is also a major commodity exporter. Once the West imposes sanctions on Russia, it could create a huge wave in commodity markets, rippling across markets that the country is a major exporter, including aluminum, nickel, copper and platinum.</p><p>Even a brief supply disruption could have a huge impact at a time when global manufacturing is already facing severe shortages of everything from aluminum to zinc.</p><p>Russia accounts for around 40% of global palladium supply, and the impact on the palladium market could be particularly severe. Russia's dominance of base metals has waned, but it remains one of the leading global suppliers. JPMorgan estimates that Russia accounts for about 4-6% of the world's copper, aluminum and nickel refining output.</p><p>In 2018, U.S. sanctions against Rusal United triggered turmoil in the aluminum market. Still, U.S. policymakers are unlikely to want to risk a repeat, according to Bloomberg, citing banks including Goldman Sachs Group Inc.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3651752\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5481d622d7bc535b67b2738f86cc0db","relate_stocks":{"SCO":"二倍做空彭博原油指数ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","BK4207":"综合性银行","BK4566":"资本集团","JPM":"摩根大通","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","UCO":"二倍做多彭博原油ETF","USO":"美国原油ETF"},"source_url":"https://wallstreetcn.com/articles/3651752","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210311521","content_text":"在美国煽动下，俄乌局势再升级，在华盛顿看来，战争“一触即发”，硝烟如果燃起，会在资本市场掀起多大波澜？隔夜市场已经展开了一场预演。在美国渲染的“战争气氛”下，风险资产抛售加剧，油价刷新七年半高位，避险资产大涨，黄金触及1860美元的三个月新高，10年期美债收益率大幅下行11个基点失守2%。2月10日，拜登敦促在乌克兰的美国人“立即离开”，称“情况可能很快变得疯狂”。2月11日，美国国务卿布林肯与拜登遥相呼应，声称目前正处于“入侵随时发生的窗口期”，“当前的情况是，俄罗斯可能随时入侵乌克兰，包括可能在奥运会期间。” 美国国家安全顾问杰克·沙利文同时敦促美国公民应在未来24小时至48小时内离开乌克兰。不过，俄罗斯外交部周五指责西方国家和媒体正在传播一场“大规模的虚假宣传运动”，宣传俄罗斯即将入侵乌克兰的论点。鉴于乌克兰东部局势日趋紧张的情况，拜登和普京将于周六举行紧急电话会议。分析认为，在全球通胀高企的背景下，这场战争危机无疑会引发蝴蝶效应，进一步加剧供应危机，导致原材料和能源等大宗商品价格螺旋上升。摩根大通分析师近日在一份报告中写道，“过去几周，市场变得越来越紧张。鉴于冲突可能对大宗商品供应构成的重大风险，局势进一步升级或出口潜在中断，可能会推动能源、金属和农业价格进一步上涨。”不断上涨的食品价格叠加油价上涨，将转化为更大的通胀上行压力，各国央行可能会采取更严格的政策行动，这可能会对仍在从疫情中复苏的全球经济造成损害。原油恐“火上再浇油”？在全球原油供应趋紧，大多数产油国的闲置产能已经几近耗尽的现状下，一旦西方实施制裁导致俄罗斯的石油出现任何中断，这对于已经十分强势油价来说都将是“火上浇油”。华尔街见闻此前提及，摩根大通经济学家Joseph Lupton和Bruce Kasman近日在研报中指出，俄罗斯和乌克兰地缘政治紧张局势的升级，可能会对原油供给再度造成冲击，致使油价在本季度出现“实质性飙升”：全球原油供给每天或将收缩230万桶，从而将油价迅速推高至150美元/桶，和2021年四季度的平均价格相比将翻一倍。并且他们预计，一旦油价飙涨，今年上半年全球GDP增速或将滑落至0.9%，而此前预计增速为4.1%。此外全球通胀水平也会从原本预计的3%飙升至7.2%。对全球经济的影响如此之大，以至于也有一些分析认为，西方制裁或会“手下留情”，避免扰动俄罗斯原油供应，同时也有一些乐观的看法认为，沙特和中东其他一些国家可能会填补供应空缺。然而，国际能源署IEA预计，OPEC+供应不足或将油价推高至2014年来最高，今年底OPEC+预计产量与实际交付的缺口可能高达10亿桶，同时经合组织原油库存降至七年最低。此前OPEC最新月报证实，1月日产量仅增加6.4万桶，而非计划的25万桶，且担心在后疫情时代经济强劲复苏的情况下，今年世界石油需求可能会更加急剧上升。粮价飞出黑天鹅？去年以来，受化肥减产和价格上涨、拉尼娜现象持续等因素影响，全球粮价持续上涨。市场已经在担忧粮价会否是2022年物价的黑天鹅，一旦俄乌局势恶化，粮价或将迎来更大的上行风险。乌克兰和俄罗斯作为全球小麦、玉米和葵花籽油的贸易重心，如果供应中断，将在全球引起连锁反应，使已经处于10年来最高水平的食品价格进一步上涨。以史为鉴，在俄罗斯总统普京2014年3月宣布吞并克里米亚半岛之前的两个月里，国际小麦价格上涨了20%以上。俄罗斯是世界上最大的小麦出口国，占全球产量的10%，国际出口的20%。乌克兰是第五大出口国，占有10%的份额。乌克兰的玉米出口份额也超过了10%，该国同时还控制着大量葵花籽油和大麦生产和出口。俄罗斯的农业区集中在西南部，靠近乌克兰边境，而乌克兰的小麦和玉米种植主要在中部和南部。如果冲突一旦爆发，可能会破坏两国农业生产地带，并影响从黑海港口的全球粮食运输。此外，西方可能会对俄罗斯实施制裁，限制粮食出口。目前，芝加哥期货交易所(Chicago Board of Trade)的玉米期货近期合约价格目前徘徊在每蒲式耳6.20美元左右，较上年同期上涨逾10%。同一交易所的小麦期货价格上涨20%，约为每蒲式耳7.60美元。值得一提的是，俄罗斯也是全球三大化肥的最大出口国之一，供应的任何削减都可能导致本已高企的农业生产成本飙升，影响玉米产量，并导致进一步的食品通胀。天然气和原材料难逃冲击？迄今为止，受俄乌冲突最大影响的是欧洲天然气市场。如果在俄罗斯入侵乌克兰的情况下，西方对其实施更严厉的制裁，那么切断对欧洲的天然气供应，将是莫斯科打出的一张经济王牌。欧洲央行行长拉加德近日表示：“欧洲上空的地缘政治阴云如果成为现实，肯定会对能源价格产生影响。”拉加德认为，经济增长也会受到影响，由于收入和消费可能减少，投资会被延迟。俄罗斯是欧盟最大的能源供应国。欧盟约40%的天然气进口和近三分之一的原油进口来自俄罗斯。英国《金融时报》援引Capital Economics首席欧洲经济学家Andrew Kenningham表示，在发生冲突的情况下，天然气价格“可能很容易恢复(2021年12月)每兆瓦时180欧元的峰值”。俄罗斯也是主要的大宗商品出口国。一旦西方对俄罗斯实施的制裁，可能会在大宗商品市场掀起巨浪，波及该国作为主要出口国的各个市场，包括铝、镍、铜和铂。在全球制造业已经面临从铝到锌等各种金属的严重短缺之际，即使是短暂的供应中断也可能产生巨大影响。俄罗斯占全球钯供应量的40%左右，对钯市场的影响可能尤其严重。俄罗斯在贱金属方面的主导地位有所减弱，但仍是全球主要的供应国之一。摩根大通估计，俄罗斯的铜、铝和镍精炼产量约占全球的4-6%。2018年，美国对俄罗斯铝业联合公司的制裁引发了铝市场的动荡。不过，据彭博援引包括高盛集团(Goldman Sachs Group Inc.)等银行表示，美国政策制定者不太可能希望冒险重蹈覆辙。","news_type":1,"symbols_score_info":{"QMmain":0.9,"ZCmain":0.9,"ZWmain":0.9,"UCO":0.9,"SCO":0.9,"UWTIF":0.9,"NGmain":0.6,"USO":0.6,"JPM":0.84,"CLmain":0.6,"HGmain":0.77}},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":122651126,"gmtCreate":1624618974065,"gmtModify":1703841854993,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570966674623757","authorIdStr":"3570966674623757"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122651126","repostId":"1197965348","repostType":4,"repost":{"id":"1197965348","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":1624618577,"share":"https://ttm.financial/m/news/1197965348?lang=en_US&edition=fundamental","pubTime":"2021-06-25 18:56","market":"us","language":"zh","title":"[Movement] Can send customers into space! Virgin Galactic pulls straight up premarket","url":"https://stock-news.laohu8.com/highlight/detail?id=1197965348","media":"老虎资讯综合","summary":"6月25日，维珍银河盘前直线拉升，现涨超9%，此前报道称该公司获得了美国联邦航空局(faa)的批准，可以将客户送入太空。","content":"<p>On June 25,<a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a>It straightened up premarket and is now up more than 9% after reports that the company received approval from the faa to send customers into space.</p><p><img src=\"https://static.tigerbbs.com/1f9297f11b20e9a18064322abdff331b\" tg-width=\"841\" tg-height=\"808\" referrerpolicy=\"no-referrer\"></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>[Movement] Can send customers into space! Virgin Galactic pulls straight up premarket</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\">\n[Movement] Can send customers into space! Virgin Galactic pulls straight up premarket\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\">2021-06-25 18:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 25,<a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a>It straightened up premarket and is now up more than 9% after reports that the company received approval from the faa to send customers into space.</p><p><img src=\"https://static.tigerbbs.com/1f9297f11b20e9a18064322abdff331b\" tg-width=\"841\" tg-height=\"808\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/60fccf8f9fc3dc6df50d92acb49dfde8","relate_stocks":{"SPCE":"维珍银河"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197965348","content_text":"6月25日，维珍银河盘前直线拉升，现涨超9%，此前报道称该公司获得了美国联邦航空局(faa)的批准，可以将客户送入太空。","news_type":1,"symbols_score_info":{"SPCE":0.9}},"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166398635,"gmtCreate":1623990655627,"gmtModify":1703825911703,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570966674623757","authorIdStr":"3570966674623757"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166398635","repostId":"1179751009","repostType":4,"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097208551,"gmtCreate":1645458936053,"gmtModify":1676534029782,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570966674623757","authorIdStr":"3570966674623757"},"themes":[],"htmlText":"😱👻","listText":"😱👻","text":"😱👻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097208551","repostId":"1140445130","repostType":4,"isVote":1,"tweetType":1,"viewCount":1377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094305325,"gmtCreate":1645057607885,"gmtModify":1676533991872,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570966674623757","authorIdStr":"3570966674623757"},"themes":[],"htmlText":"🥶","listText":"🥶","text":"🥶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094305325","repostId":"1117775829","repostType":2,"isVote":1,"tweetType":1,"viewCount":1477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171340567,"gmtCreate":1626708201359,"gmtModify":1703763826036,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570966674623757","authorIdStr":"3570966674623757"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/171340567","repostId":"1145371919","repostType":4,"repost":{"id":"1145371919","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":1626703946,"share":"https://ttm.financial/m/news/1145371919?lang=en_US&edition=fundamental","pubTime":"2021-07-19 22:12","market":"us","language":"zh","title":"[Movement] Moderna bucked the market and rose more than 6%, and its share price broke through the $300 mark","url":"https://stock-news.laohu8.com/highlight/detail?id=1145371919","media":"老虎资讯综合","summary":"7月19日，美股抗疫概念股逆势走强，Moderna逆市涨超6%，股价突破300美元大关，股价续刷历史新高。联合保健产品涨超14%，诺瓦瓦克斯医药涨3.4%。\nModerna将从7月21日被纳入标普50","content":"<p>On July 19th, the anti-epidemic concept stocks of U.S. stocks strengthened against the trend. Moderna rose by more than 6% against the market, and its share price broke through the $300 mark, and its share price continued to hit a record high.<a href=\"https://laohu8.com/S/AHPI\">United Health Care Products</a>It rose by more than 14%,<a href=\"https://laohu8.com/S/NVAX\">Novavax Pharma</a>up 3.4%.</p><p>Moderna will be included in the S&P 500 from July 21, while,<a href=\"https://laohu8.com/S/JEF\">Jefferies</a>Call it a biotechnology<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。 And said the company has an impressive pipeline of product innovation. Analysts have a $250 price target for Moderna stock under their base estimates, but at the same time note that the company's shares can rise as high as $325.<img src=\"https://static.tigerbbs.com/9d37bb77cc699ba975e23005978e6227\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>[Movement] Moderna bucked the market and rose more than 6%, and its share price broke through the $300 mark</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\">\n[Movement] Moderna bucked the market and rose more than 6%, and its share price broke through the $300 mark\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\">2021-07-19 22:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 19th, the anti-epidemic concept stocks of U.S. stocks strengthened against the trend. Moderna rose by more than 6% against the market, and its share price broke through the $300 mark, and its share price continued to hit a record high.<a href=\"https://laohu8.com/S/AHPI\">United Health Care Products</a>It rose by more than 14%,<a href=\"https://laohu8.com/S/NVAX\">Novavax Pharma</a>up 3.4%.</p><p>Moderna will be included in the S&P 500 from July 21, while,<a href=\"https://laohu8.com/S/JEF\">Jefferies</a>Call it a biotechnology<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。 And said the company has an impressive pipeline of product innovation. Analysts have a $250 price target for Moderna stock under their base estimates, but at the same time note that the company's shares can rise as high as $325.<img src=\"https://static.tigerbbs.com/9d37bb77cc699ba975e23005978e6227\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ec51452295ac0124dcdc8a4db5658674","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","MRNA":"Moderna, Inc.","UPRO":"三倍做多标普500ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","OEX":"标普100","SDS":"两倍做空标普500 ETF-ProShares","IVV":"标普500ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","TSLA":"特斯拉","SPY":"标普500ETF","NVAX":"诺瓦瓦克斯医药",".SPX":"S&P 500 Index","OEF":"标普100指数ETF-iShares","JEF":"杰富瑞","SH":"做空标普500-Proshares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145371919","content_text":"7月19日，美股抗疫概念股逆势走强，Moderna逆市涨超6%，股价突破300美元大关，股价续刷历史新高。联合保健产品涨超14%，诺瓦瓦克斯医药涨3.4%。\nModerna将从7月21日被纳入标普500指数，同时，杰富瑞称其是生物科技领域的特斯拉。并称该公司拥有令人印象深刻的产品创新渠道。分析师在其基本预期下对Moderna股票的目标价为250美元，但同时指出，该公司股价最高可以涨至325美元。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SDS":0.9,"MRNA":0.9,"IVV":0.9,".SPX":0.9,"SH":0.9,"UPRO":0.9,"TSLA":0.9,"SPXU":0.9,"OEX":0.9,"SPY":0.9,"AHPI":0.9,"NVAX":0.9,"SSO":0.9,"ESmain":0.9,"OEF":0.9,"JEF":0.9}},"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129788277,"gmtCreate":1624396638799,"gmtModify":1703835298102,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570966674623757","authorIdStr":"3570966674623757"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129788277","repostId":"1117991740","repostType":4,"repost":{"id":"1117991740","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":1624382900,"share":"https://ttm.financial/m/news/1117991740?lang=en_US&edition=fundamental","pubTime":"2021-06-23 01:28","market":"us","language":"zh","title":"On the first day of listing, Manbang rose by more than 18%, and 100% of Tiger subscription users won the lottery!","url":"https://stock-news.laohu8.com/highlight/detail?id=1117991740","media":"老虎资讯综合","summary":"满帮集团于2017年由运满满和货车帮合并而来。","content":"<p><html><head></head><body>On June 22nd, China's largest digital freight platform — —<a href=\"https://laohu8.com/S/YMM\">Manbang</a>The group officially landed on the NYSE with the \"YMM\" code, with an issue price of 19 USD/ADS and an opening price of 22.50 USD/ADS. As of press time, Manbang has increased by more than 18%.</p><p><img src=\"https://static.tigerbbs.com/4c938386a34f63a7207fb83da7c42e0b\" tg-width=\"450\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/></p><p><b>Digital Freight First Stock</b></p><p>Manbang Group was formed by the merger of Yunmanman and Wagonbang in 2017, and has developed from a freight information release platform into an ecosystem that realizes end-to-end logistics transactions through data-driven and value-added services, and has established a national highway logistics network with economies of scale characteristics. At present, the platform service has covered more than 300 cities across the country and has a national freight network supporting more than 100,000 lines.</p><p><img src=\"https://static.tigerbbs.com/6cdc6464d15b77398d9ae53a891240a1\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"/></p><p>China has the world's largest road transportation market, with a market size of 6.2 trillion yuan (US$951.5 billion) in 2020, according to CIC, of which full-vehicle (FTL) and less-than-truckload (LTL) transportation accounted for a large proportion of China's road transportation market.<b>Given the high flexibility, low infrastructure investment requirements, and ease of end-to-end delivery, road transportation is expected to remain the main mode of transportation in China in the near future.</b></p><p>Manbang aims to connect cargo owners with truck drivers to facilitate road transportation across distances, weights and types. The company is determined to transform China's road transportation industry by technological means by pioneering a digital, standardized and intelligent logistics infrastructure throughout the value chain. As of March 2021, 1.4 million cargo owners have placed transportation orders on Manbang platform, and Manbang has become the largest digital freight platform in the world in terms of GTV (total transaction volume on the platform) for the whole of 2020.</p><p><b>Capital Favor</b></p><p>According to the data of Tianyancha, in just three years from 2014 to 2017, Manbang completed seven rounds of financing; By April 2018, Manbang had completed the eighth round of financing of USD 1.9 billion, and on October 23rd of the same year, it completed the tenth round of financing of USD 1 billion; By the end of November 2020, Manbang had completed the eleventh round of financing of approximately US$1.7 billion. According to market news, at the 11th round of financing, Manbang Group was valued at $12 billion.</p><p>After several rounds of financing, Manbang's shareholders have included well-known investment institutions at home and abroad, including SoftBank, Red Shirt China, All-Obvious Investment Fund, Tiger Global Fund, Hillhouse, Jinshajiang Venture Capital,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Etc. Among them, Red Shirt China has invested in Manbang for six consecutive rounds, holding 7.2% of Manbang's shares before IPO, while SoftBank has become the largest institutional investor with 22.2% of its shares before IPO.</p><p>Faced with the full help of many well-known investment institutions, the market seems to be more concerned about the company's potential operating risks, and investors doubt whether the eleven rounds of financing will overdrive the valuation of Manbang Group in the primary market, thus leading to the upside-down valuation of the primary and secondary markets.</p><p><b>Layout autonomous driving to add points to fundamentals</b></p><p>The vehicle transportation market is the largest segment of the road freight market. In 2020, the size of the vehicle transportation market was 3.8 trillion yuan, accounting for 60% of the road freight market. By 2025, the size of the vehicle transportation market is expected to reach 4.5 trillion yuan, with a five-year compound growth rate of 3.8%.</p><p><img src=\"https://static.tigerbbs.com/a7df4135a04992c6352a238a07852078\" tg-width=\"550\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/></p><p>However, in such a trillion-level huge market, there are many development pain points. Highly fragmented and extremely asymmetric information lead to a long and inefficient transaction process, which seriously hinders the sustained growth of the industry.</p><p>In order to solve this pain point, Manbang is committed to efficiently matching both ends of freight supply and demand through the online information platform, opening up the closed loop of online vehicle-goods matching and transactions, completing the seamless connection between cargo owners and drivers, and realizing the breakthrough from the traditional local static mode of \"cargo owners looking for drivers\" and \"drivers looking for cargo owners\" to the global optimal dynamic matching, which can greatly improve the freight matching efficiency while effectively reducing third-party subcontracting.</p><p>After several years of accumulation, by the end of 2020, Manbang business has covered more than 300 cities across the country, covering more than 100,000 lines, and the highly dense national line network has formed a huge network effect. The line network connects each prefecture-level city in China with hundreds of other cities, and dynamically orchestrates millions of non-standard goods transported by millions of users on different routes, thus achieving global optimal complex dynamic matching.</p><p>According to the prospectus, Manbang has formed a huge ecosystem. In 2020, more than 2.8 million truck drivers completed transportation orders on the company's platform, accounting for about 20% of China's heavy and medium-sized truck drivers. And by March 2021, the MAU of cargo owners on the platform reached about 1.4 million. In addition to cargo owners and drivers, more and more financial institutions, insurance companies, gas station operators, expressway management agencies, automobile manufacturers and dealers have joined Manbang, and the platform ecology has gradually improved.</p><p>According to CIC, if calculated according to GTV (total transaction volume of the platform), Manbang became the largest digital freight platform in the world with 71.7 million orders and 173.8 billion RMB GTV in 2020, accounting for about 64% of the total GTV of China's digital freight platforms, and its scale advantage is obvious. In the first quarter of 2021, Manbang completed 22.1 million orders with a GTV of RMB51.5 billion, representing a year-on-year increase of 170.2% and 108%, respectively.</p><p>In terms of finance, the total operating income of Manbang Group from 2019 to 2020 was RMB2.47 billion and RMB2.58 billion, respectively, representing a year-on-year increase of 4.4%, showing a steady growth trend despite the impact of the pandemic. In detail, at this stage, Manbang's revenue mainly comes from its core freight matching services and value-added services. Among them, the revenue brought by freight matching service further increased from 1.77 billion yuan to 1.95 billion yuan, a year-on-year increase of 10%; In 2020, value-added services also brought 630 million yuan of revenue to Manbang, contributing nearly 1/4 of the total revenue.</p><p><img src=\"https://static.tigerbbs.com/a6dc8f856eea4885fba9e7ea2dc0c8ca\" tg-width=\"720\" tg-height=\"210\" referrerpolicy=\"no-referrer\"/></p><p>By optimizing the cost structure, Manbang's gross profit margin after deducting operating costs also increased from 44% in 2019 to 49% in 2020, which laid the foundation for the company to turn losses into profits based on Non-GAAP. According to the prospectus, Manbang's net profit under Non-GAAP in 2020 was 281 million yuan, compared with a loss of 92.811 million yuan in 2019. And with the elimination of the impact of the epidemic, Manbang's Non-GAAP net profit in the first quarter of 2021 reached 113 million yuan, representing a substantial increase of 3.4 times year-on-year.</p><p>In addition, the full layout of autonomous driving is also a highlight of the company. Zhitong Finance learned that in September last year, Zhijia Technology announced that it would join hands with Manbang Group to upgrade its strategic cooperation. As the exclusive autonomous driving technology partner of Manbang, Zhijia introduced the pre-installed mass-production high-speed trunk autonomous heavy truck into the strategic cooperation with Manbang. Manbang, on the other hand, is an early shareholder of Zhijia Technology, and continued to invest in the latter's new round of financing in February this year.</p><p>Manbang chose to cooperate with Zhijia because it has the research and development capability of L4 full-stack autonomous driving technology. In mid-2021, Zhijia Technology helped<a href=\"https://laohu8.com/S/000800\">FAW Jiefang</a>The launched high-level autonomous heavy truck J7 L3 will be mass-produced and launched, taking the lead in opening up the domestic autonomous truck market. Manbang lays out autonomous driving by investing in Zhijia Technology, or brings some imagination to the market.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>On the first day of listing, Manbang rose by more than 18%, and 100% of Tiger subscription users won the lottery!</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\">\nOn the first day of listing, Manbang rose by more than 18%, and 100% of Tiger subscription users won the lottery!\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\">2021-06-23 01:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On June 22nd, China's largest digital freight platform — —<a href=\"https://laohu8.com/S/YMM\">Manbang</a>The group officially landed on the NYSE with the \"YMM\" code, with an issue price of 19 USD/ADS and an opening price of 22.50 USD/ADS. As of press time, Manbang has increased by more than 18%.</p><p><img src=\"https://static.tigerbbs.com/4c938386a34f63a7207fb83da7c42e0b\" tg-width=\"450\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/></p><p><b>Digital Freight First Stock</b></p><p>Manbang Group was formed by the merger of Yunmanman and Wagonbang in 2017, and has developed from a freight information release platform into an ecosystem that realizes end-to-end logistics transactions through data-driven and value-added services, and has established a national highway logistics network with economies of scale characteristics. At present, the platform service has covered more than 300 cities across the country and has a national freight network supporting more than 100,000 lines.</p><p><img src=\"https://static.tigerbbs.com/6cdc6464d15b77398d9ae53a891240a1\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"/></p><p>China has the world's largest road transportation market, with a market size of 6.2 trillion yuan (US$951.5 billion) in 2020, according to CIC, of which full-vehicle (FTL) and less-than-truckload (LTL) transportation accounted for a large proportion of China's road transportation market.<b>Given the high flexibility, low infrastructure investment requirements, and ease of end-to-end delivery, road transportation is expected to remain the main mode of transportation in China in the near future.</b></p><p>Manbang aims to connect cargo owners with truck drivers to facilitate road transportation across distances, weights and types. The company is determined to transform China's road transportation industry by technological means by pioneering a digital, standardized and intelligent logistics infrastructure throughout the value chain. As of March 2021, 1.4 million cargo owners have placed transportation orders on Manbang platform, and Manbang has become the largest digital freight platform in the world in terms of GTV (total transaction volume on the platform) for the whole of 2020.</p><p><b>Capital Favor</b></p><p>According to the data of Tianyancha, in just three years from 2014 to 2017, Manbang completed seven rounds of financing; By April 2018, Manbang had completed the eighth round of financing of USD 1.9 billion, and on October 23rd of the same year, it completed the tenth round of financing of USD 1 billion; By the end of November 2020, Manbang had completed the eleventh round of financing of approximately US$1.7 billion. According to market news, at the 11th round of financing, Manbang Group was valued at $12 billion.</p><p>After several rounds of financing, Manbang's shareholders have included well-known investment institutions at home and abroad, including SoftBank, Red Shirt China, All-Obvious Investment Fund, Tiger Global Fund, Hillhouse, Jinshajiang Venture Capital,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Etc. Among them, Red Shirt China has invested in Manbang for six consecutive rounds, holding 7.2% of Manbang's shares before IPO, while SoftBank has become the largest institutional investor with 22.2% of its shares before IPO.</p><p>Faced with the full help of many well-known investment institutions, the market seems to be more concerned about the company's potential operating risks, and investors doubt whether the eleven rounds of financing will overdrive the valuation of Manbang Group in the primary market, thus leading to the upside-down valuation of the primary and secondary markets.</p><p><b>Layout autonomous driving to add points to fundamentals</b></p><p>The vehicle transportation market is the largest segment of the road freight market. In 2020, the size of the vehicle transportation market was 3.8 trillion yuan, accounting for 60% of the road freight market. By 2025, the size of the vehicle transportation market is expected to reach 4.5 trillion yuan, with a five-year compound growth rate of 3.8%.</p><p><img src=\"https://static.tigerbbs.com/a7df4135a04992c6352a238a07852078\" tg-width=\"550\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/></p><p>However, in such a trillion-level huge market, there are many development pain points. Highly fragmented and extremely asymmetric information lead to a long and inefficient transaction process, which seriously hinders the sustained growth of the industry.</p><p>In order to solve this pain point, Manbang is committed to efficiently matching both ends of freight supply and demand through the online information platform, opening up the closed loop of online vehicle-goods matching and transactions, completing the seamless connection between cargo owners and drivers, and realizing the breakthrough from the traditional local static mode of \"cargo owners looking for drivers\" and \"drivers looking for cargo owners\" to the global optimal dynamic matching, which can greatly improve the freight matching efficiency while effectively reducing third-party subcontracting.</p><p>After several years of accumulation, by the end of 2020, Manbang business has covered more than 300 cities across the country, covering more than 100,000 lines, and the highly dense national line network has formed a huge network effect. The line network connects each prefecture-level city in China with hundreds of other cities, and dynamically orchestrates millions of non-standard goods transported by millions of users on different routes, thus achieving global optimal complex dynamic matching.</p><p>According to the prospectus, Manbang has formed a huge ecosystem. In 2020, more than 2.8 million truck drivers completed transportation orders on the company's platform, accounting for about 20% of China's heavy and medium-sized truck drivers. And by March 2021, the MAU of cargo owners on the platform reached about 1.4 million. In addition to cargo owners and drivers, more and more financial institutions, insurance companies, gas station operators, expressway management agencies, automobile manufacturers and dealers have joined Manbang, and the platform ecology has gradually improved.</p><p>According to CIC, if calculated according to GTV (total transaction volume of the platform), Manbang became the largest digital freight platform in the world with 71.7 million orders and 173.8 billion RMB GTV in 2020, accounting for about 64% of the total GTV of China's digital freight platforms, and its scale advantage is obvious. In the first quarter of 2021, Manbang completed 22.1 million orders with a GTV of RMB51.5 billion, representing a year-on-year increase of 170.2% and 108%, respectively.</p><p>In terms of finance, the total operating income of Manbang Group from 2019 to 2020 was RMB2.47 billion and RMB2.58 billion, respectively, representing a year-on-year increase of 4.4%, showing a steady growth trend despite the impact of the pandemic. In detail, at this stage, Manbang's revenue mainly comes from its core freight matching services and value-added services. Among them, the revenue brought by freight matching service further increased from 1.77 billion yuan to 1.95 billion yuan, a year-on-year increase of 10%; In 2020, value-added services also brought 630 million yuan of revenue to Manbang, contributing nearly 1/4 of the total revenue.</p><p><img src=\"https://static.tigerbbs.com/a6dc8f856eea4885fba9e7ea2dc0c8ca\" tg-width=\"720\" tg-height=\"210\" referrerpolicy=\"no-referrer\"/></p><p>By optimizing the cost structure, Manbang's gross profit margin after deducting operating costs also increased from 44% in 2019 to 49% in 2020, which laid the foundation for the company to turn losses into profits based on Non-GAAP. According to the prospectus, Manbang's net profit under Non-GAAP in 2020 was 281 million yuan, compared with a loss of 92.811 million yuan in 2019. And with the elimination of the impact of the epidemic, Manbang's Non-GAAP net profit in the first quarter of 2021 reached 113 million yuan, representing a substantial increase of 3.4 times year-on-year.</p><p>In addition, the full layout of autonomous driving is also a highlight of the company. Zhitong Finance learned that in September last year, Zhijia Technology announced that it would join hands with Manbang Group to upgrade its strategic cooperation. As the exclusive autonomous driving technology partner of Manbang, Zhijia introduced the pre-installed mass-production high-speed trunk autonomous heavy truck into the strategic cooperation with Manbang. Manbang, on the other hand, is an early shareholder of Zhijia Technology, and continued to invest in the latter's new round of financing in February this year.</p><p>Manbang chose to cooperate with Zhijia because it has the research and development capability of L4 full-stack autonomous driving technology. In mid-2021, Zhijia Technology helped<a href=\"https://laohu8.com/S/000800\">FAW Jiefang</a>The launched high-level autonomous heavy truck J7 L3 will be mass-produced and launched, taking the lead in opening up the domestic autonomous truck market. Manbang lays out autonomous driving by investing in Zhijia Technology, or brings some imagination to the market.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ba8d3cf09ea2b7adfee4a2057e1fd28a","relate_stocks":{"YMM":"满帮"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117991740","content_text":"6月22日，中国最大的数字货运平台——满帮集团以“YMM”代码正式登陆纽交所，发行价为19美元/ADS，开盘价报22.50美元/ADS。截至发稿，满帮涨幅超18%。数字货运第一股满帮集团于2017年由运满满和货车帮合并而来，从货运信息发布平台发展成为通过数据驱动、增值服务实现端到端物流交易的生态系统，并建立起具有规模经济特征的全国公路物流网络。目前，平台服务已覆盖全国300多个城市并拥有支持超过10万条线路的全国货运网络。中国拥有全球最大的公路运输市场，据灼识咨询数据，2020年市场规模为6.2万亿元（9515亿美元），其中整车（FTL）和零担（LTL）运输占到中国公路运输市场较大比重，鉴于高灵活性、低基础设施投资要求和端到端交付的便利性，预计公路运输在不久的将来仍将是中国的主要运输方式。满帮旨在将货主与卡车司机连接起来，以促进跨距离、跨重量和跨类型的公路运输，公司通过在整个价值链中开创数字化、标准化和智能化的物流基础设施，立志用技术手段改变中国道路运输行业。截至2021年3月，在满帮平台发布运输订单的货主已有140万，按2020全年的GTV（平台交易总额）计算，满帮已成为全球最大的数字货运平台。资本青睐据天眼查数据显示，从2014至2017年的短短三年间，满帮完成了七轮融资;至2018年4月时，满帮完成了19亿美元的第八轮融资，同年的10月23日，完成了10亿美元的第十轮融资;至2020年11月底时，满帮完成了约17亿美元的第十一轮融资。市场消息称，第十一轮融资时，满帮集团估值为120亿美元。数轮融资下来，满帮的股东已囊括国内外的知名投资机构，其中便包括了软银、红衫中国、全明显投资基金、老虎环球基金、高瓴、金沙江创投、腾讯等。其中，红衫中国更是连续6轮加注投资满帮，在IPO前持有满帮7.2%的股份，而软银则以22.2%的IPO前持股成为最大的机构投资方。面对众多知名投资机构站台的满帮，市场似乎更关心公司的潜在经营风险，且投资者疑虑，长达十一轮的融资是否会过高推升满帮集团在一级市场中的估值，从而导致一二级市场的估值倒挂?布局自动驾驶为基本面加分整车运输市场是公路货运市场中最大的细分市场，2020年时，整车运输市场的规模为3.8万亿，占公路货运市场的60%。至2025年时，整车运输市场的规模有望达4.5万亿，五年复合增速为3.8%。但就在这样万亿级别的庞大市场中，却存在着诸多发展痛点，高度碎片化、信息极度不对称导致交易流程冗长且低效，严重阻碍了行业的持续增长。为解决这一痛点，满帮致力于通过线上信息平台，高效匹配货运供需两端，打通线上车货匹配及交易闭环，完成货主与司机的无缝连接，实现了从传统的“货主找司机”与“司机找货主”的局部静态模式，到全局最优动态匹配的突破，在有效减少第三方转包的同时，可大幅提升货运匹配效率。在经过数年的积累后，截至2020年底时，满帮业务已覆盖全国超过300座城市，线路覆盖超过10万条，高度密集的全国线路网形成巨大的网络效应。线路网将中国每个地级市与其他数百个城市连接起来，对百万量级的用户在不同路线上运送百万量级的非标货物进行动态编排，从而实现全局最优的复杂动态匹配。据招股书显示，满帮已组成了一个庞大的生态系统，2020年时，有超过280万辆卡车司机在公司的平台上完成了运输订单，这占中国重型与中型卡车司机的约20%。且至2021年3月时，平台上货主的MAU达到了约140万。除货主与司机外，越来越多的金融机构、保险公司、加油站运营商、高速公路管理机构、汽车制造商和经销商等均加入了满帮，平台生态逐渐完善。CIC表示，若按GTV(平台总交易额)计算，满帮2020年以7170万份订单，1738亿人民币的GTV成为了全球最大的数字货运平台，该GTV约占中国数字货运平台GTV总量的64%，规模优势显而易见。而在2021年第一季度，满帮完成了2210万个订单，GTV为人民币515亿元，同比增长分别为170.2%和108%。财务方面，满帮集团2019-2020年的营业总收入分别为24.7亿元和25.8亿元，同比增长4.4%，在疫情影响下仍呈现稳健增长态势。详细来看，现阶段满帮收入主要来源于其核心的货运匹配服务及增值服务两方面。其中货运匹配服务带来的营收从17.7亿元进一步增长至19.5亿元，同比增长10%;而在2020年，增值服务也为满帮带来6.3亿元营收，贡献近1/4的总营收占比。而通过优化成本结构，满帮扣除营业成本之后的毛利率也从2019年的44%增至2020年的49%，这为公司在基于非美国通用会计准则(Non-GAAP)下实现扭亏为盈奠定基础。据招股书显示，满帮2020年Non-GAAP下的净利润为2.81亿人民币，而2019年为亏损9281.1万元。且随着疫情影响的消除，满帮2021年第一季度的Non-GAAP净利润达1.13亿元，同比实现3.4倍的大幅增长。除此之外，满帮布局自动驾驶也是公司的一大亮点。智通财经了解到，去年9月，智加科技宣布携手满帮集团升级战略合作。作为满帮的独家自动驾驶技术伙伴，智加此次将前装量产级别的高速干线自动驾驶重卡引入到与满帮的战略合作中。而满帮则是智加科技的早期股东，并于今年2月继续跟投后者的新一轮融资。满帮之所以选择与智加合作，因为其拥有L4级全栈自动驾驶技术研发能力。2021年年中，智加科技助力一汽解放推出的高级别自动驾驶重卡J7 L3将实现量产上市，率先打开国内自动驾驶卡车市场。满帮通过投资智加科技而布局自动驾驶，或给市场带来一定想象力。","news_type":1,"symbols_score_info":{"YMM":0.9}},"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012649009,"gmtCreate":1649331102626,"gmtModify":1676534492614,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570966674623757","authorIdStr":"3570966674623757"},"themes":[],"htmlText":"2023 yes...tesla ev maxpro for the market&nbsp; \"go green\"country..almost","listText":"2023 yes...tesla ev maxpro for the market&nbsp; \"go green\"country..almost","text":"2023 yes...tesla ev maxpro for the market \"go green\"country..almost","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012649009","isVote":1,"tweetType":1,"viewCount":3163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035374504,"gmtCreate":1647526732621,"gmtModify":1676534240696,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570966674623757","authorIdStr":"3570966674623757"},"themes":[],"htmlText":"🥶💸","listText":"🥶💸","text":"🥶💸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035374504","repostId":"1181924326","repostType":2,"repost":{"id":"1181924326","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1647506263,"share":"https://ttm.financial/m/news/1181924326?lang=en_US&edition=fundamental","pubTime":"2022-03-17 16:37","market":"us","language":"zh","title":"rate hike 7 times this year, can the Fed do it?","url":"https://stock-news.laohu8.com/highlight/detail?id=1181924326","media":"华尔街见闻","summary":"部分经济学家对美联储加息7次的预期表示怀疑，认为他们是否真的采取行动，是一个悬而未决的问题。美联储激进的加息计划，可能会在对抗通胀的同时使经济陷入衰退。周三，美联储将利率上调了25个基点，这是自201","content":"<p><html><head></head><body>Some economists doubt the expectation of seven rate hike by the Federal Reserve, thinking that it is an open question whether they actually take action. The Fed's aggressive rate hike plan, which could plunge the economy into recession while fighting inflation.</p><p>On Wednesday, the Federal Reserve raised interest rates by 25 basis points, the first rate hike since 2018. Meanwhile, its forecasts show that Fed officials expect another six rate hike this year and three rate hike next year.</p><p>This is a radical rate hike campaign, but it also begs the question:<b>Can the Fed succeed without seriously damaging the economy?</b></p><p><b>'The Fed is too aggressive'</b></p><p>Some economists believe the Fed may not act as expected because it could hurt the economy.</p><p>According to CNBC, James Paulsen, chief investment strategist at Leuthold Group, said the bond market had priced in seven rate hike even before the meeting, but many economists had expected that the Fed would only rate hike five to six times:</p><p>This has largely been priced in, but the bigger question for the market is whether we will see a recession. While economists did not explicitly predict a recession, they did see a slowdown in economic growth, and the outlook has become more uncertain since Russia's military campaign. The Ukraine crisis has also fueled inflation, as Russia is a major commodity producer, while the conflict and sanctions have raised suspicions about the supply of oil, wheat and other major exports.</p><p>Simona Mocuta, chief analyst at State Street Global Advisors, made it clear:<b>\"I think the Fed has been too aggressive in this regard.</b>How the economy will develop is highly uncertain. They may not materialize. But to be sure, the Fed is sending a very strong message.... I still doubt that there will be so many rate hike. \"</p><p>Economists had expected the Fed to be hawkish or aggressive in its first rate hike. Many had argued that the Fed's decision-making was lagging because the Fed initially believed inflation was temporary, a view that has persisted for far too long.</p><p>Mocuta said,<b>The Fed may first rate hike a few times, but should reconsider the path of rate hike and economic conditions in the third quarter.</b></p><p>If the Russia-Ukraine conflict improves, some pressures on inflation and supply chains will ease. Some of the supply chain pressures brought on by the pandemic may also subside over time.</p><p>Drew Matus, chief market strategist at Metropolitan Investment Management, said:</p><p>What I'm trying to say is, they're sending out the signals they need to send,<b>But whether they actually take action is an open question.</b>The data shows that the U.S. CPI jumped to a 40-year high of 7.9% in February and is expected to rise further in March.</p><p>The Fed expects core inflation to be 4.1% this year and to fall to 2.6% next year after a rate hike. They also forecast that GDP will grow by 4% this year and fall to 2.2% by 2023. The unemployment rate is expected to fall to 3.5% and will remain at that level.</p><p>\"A lot of their predictions are meaningless... there are some holes in the logic,\" Matus argues.</p><p>He noted that,<b>One of the loopholes is that if the Fed does raise interest rates at the rate it expects, it will fail to achieve this economic forecast.</b></p><p>'They're serious'</p><p>But others do expect the Fed to continue its rate hike, with some Wall Streeters predicting seven rate hike this year.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Mark Cabana, head of U.S. short-term interest rate strategy, said:</p><p>They mean it. They're really way behind the curve when it comes to inflation. Those who think they can't do 7 rate hike, will face a serious blow. Diane Swonk, chief economist at Grant Thornton, believes markets should take the Fed's word for it:</p><p>We cannot risk stagflation. They acknowledge that they now expect inflation to last longer, and that it's not just a Ukraine problem. Seeing the market's reaction, they clearly didn't believe it. This is a major shift in the outlook for the Fed's rate hike. They're doing it for a reason, not just someone at the Fed.<b>This is a systemic move by the entire Fed, even by the most dovish of Fed officials.</b>The Fed's unemployment forecast may not be reasonable, but the Fed does want to cool down inflation, Swonk said.</p><p>If Fed officials act as expected, there is a risk. She said:<b>\"When I simulate the scenario of rate hike seven times, which is my forecast, I think the average growth of the economy in the second half of the year will stop at 1%. This is a semi-hard landing.\"</b></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>rate hike 7 times this year, can the Fed do it?</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\">\nrate hike 7 times this year, can the Fed do it?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2022-03-17 16:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Some economists doubt the expectation of seven rate hike by the Federal Reserve, thinking that it is an open question whether they actually take action. The Fed's aggressive rate hike plan, which could plunge the economy into recession while fighting inflation.</p><p>On Wednesday, the Federal Reserve raised interest rates by 25 basis points, the first rate hike since 2018. Meanwhile, its forecasts show that Fed officials expect another six rate hike this year and three rate hike next year.</p><p>This is a radical rate hike campaign, but it also begs the question:<b>Can the Fed succeed without seriously damaging the economy?</b></p><p><b>'The Fed is too aggressive'</b></p><p>Some economists believe the Fed may not act as expected because it could hurt the economy.</p><p>According to CNBC, James Paulsen, chief investment strategist at Leuthold Group, said the bond market had priced in seven rate hike even before the meeting, but many economists had expected that the Fed would only rate hike five to six times:</p><p>This has largely been priced in, but the bigger question for the market is whether we will see a recession. While economists did not explicitly predict a recession, they did see a slowdown in economic growth, and the outlook has become more uncertain since Russia's military campaign. The Ukraine crisis has also fueled inflation, as Russia is a major commodity producer, while the conflict and sanctions have raised suspicions about the supply of oil, wheat and other major exports.</p><p>Simona Mocuta, chief analyst at State Street Global Advisors, made it clear:<b>\"I think the Fed has been too aggressive in this regard.</b>How the economy will develop is highly uncertain. They may not materialize. But to be sure, the Fed is sending a very strong message.... I still doubt that there will be so many rate hike. \"</p><p>Economists had expected the Fed to be hawkish or aggressive in its first rate hike. Many had argued that the Fed's decision-making was lagging because the Fed initially believed inflation was temporary, a view that has persisted for far too long.</p><p>Mocuta said,<b>The Fed may first rate hike a few times, but should reconsider the path of rate hike and economic conditions in the third quarter.</b></p><p>If the Russia-Ukraine conflict improves, some pressures on inflation and supply chains will ease. Some of the supply chain pressures brought on by the pandemic may also subside over time.</p><p>Drew Matus, chief market strategist at Metropolitan Investment Management, said:</p><p>What I'm trying to say is, they're sending out the signals they need to send,<b>But whether they actually take action is an open question.</b>The data shows that the U.S. CPI jumped to a 40-year high of 7.9% in February and is expected to rise further in March.</p><p>The Fed expects core inflation to be 4.1% this year and to fall to 2.6% next year after a rate hike. They also forecast that GDP will grow by 4% this year and fall to 2.2% by 2023. The unemployment rate is expected to fall to 3.5% and will remain at that level.</p><p>\"A lot of their predictions are meaningless... there are some holes in the logic,\" Matus argues.</p><p>He noted that,<b>One of the loopholes is that if the Fed does raise interest rates at the rate it expects, it will fail to achieve this economic forecast.</b></p><p>'They're serious'</p><p>But others do expect the Fed to continue its rate hike, with some Wall Streeters predicting seven rate hike this year.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Mark Cabana, head of U.S. short-term interest rate strategy, said:</p><p>They mean it. They're really way behind the curve when it comes to inflation. Those who think they can't do 7 rate hike, will face a serious blow. Diane Swonk, chief economist at Grant Thornton, believes markets should take the Fed's word for it:</p><p>We cannot risk stagflation. They acknowledge that they now expect inflation to last longer, and that it's not just a Ukraine problem. Seeing the market's reaction, they clearly didn't believe it. This is a major shift in the outlook for the Fed's rate hike. They're doing it for a reason, not just someone at the Fed.<b>This is a systemic move by the entire Fed, even by the most dovish of Fed officials.</b>The Fed's unemployment forecast may not be reasonable, but the Fed does want to cool down inflation, Swonk said.</p><p>If Fed officials act as expected, there is a risk. She said:<b>\"When I simulate the scenario of rate hike seven times, which is my forecast, I think the average growth of the economy in the second half of the year will stop at 1%. This is a semi-hard landing.\"</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{"513500":"标普500ETF博时","SPY":"标普500ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","OEX":"标普100","PSQ":"做空纳斯达克100指数ETF-ProShares","SH":"做空标普500-Proshares","DOG":"道指ETF-ProShares做空",".DJI":"道琼斯","BK4534":"瑞士信贷持仓","SDOW":"三倍做空道指30ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","UDOW":"三倍做多道指30ETF-ProShares","OEF":"标普100指数ETF-iShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DJX":"1/100道琼斯","SPXU":"三倍做空标普500ETF-ProShares","TQQQ":"纳指三倍做多ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181924326","content_text":"部分经济学家对美联储加息7次的预期表示怀疑，认为他们是否真的采取行动，是一个悬而未决的问题。美联储激进的加息计划，可能会在对抗通胀的同时使经济陷入衰退。周三，美联储将利率上调了25个基点，这是自2018年以来的首次加息。与此同时，其预测显示，美联储官员预计今年将再加息6次，明年将加息3次。这是一场激进的加息运动，但也引出了一个问题：美联储能否在不严重损害经济的情况下取得成功？“美联储过于激进了”一些经济学家认为，美联储可能不会按预期行事，因为这可能会损害经济。据CNBC报道，Leuthold Group的首席投资策略师James Paulsen表示，甚至在会议之前，债券市场就已经消化了7次加息，但许多经济学家曾预计，美联储只会加息5到6次：这在很大程度上已经被消化，但市场面临的更大问题是，我们是否会看到经济衰退。虽然经济学家没有明确预测经济会衰退，但他们确实看到经济增长放缓，而且自从俄罗斯的军事行动以来，前景变得更加不明朗。乌克兰危机也加剧了通胀，因为俄罗斯是主要的大宗商品生产国，而冲突和制裁引发了人们对石油、小麦和其他主要出口产品供应的怀疑。道富环球顾问首席分析师Simona Mocuta明确表示：“我认为美联储在这方面过于激进了。经济如何发展是高度不确定的。它们可能不会实现。但可以肯定的是，美联储传递了一个非常强烈的信息. ...我仍然怀疑是否会有这么多的加息次数。”经济学家们曾预计，美联储在首次加息时，会表现出鹰派或激进的态度。许多人曾认为美联储的决策滞后，因为美联储最初认为通胀是暂时的，而这种观点已经持续了太久。Mocuta表示，美联储可能会先加息几次，但在第三季度时应重新考虑加息的路径和经济状况。如果俄乌冲突有所改善，通胀和供应链方面的一些压力将会缓解。随着时间的推移，疫情带来的一些供应链压力也可能消退。大都会投资管理公司首席市场策略师Drew Matus表示：我想说的是，他们在发出他们需要发出的信号，但他们是否真的采取行动，这是一个悬而未决的问题。数据显示，美国2月份CPI跃升至7.9%的40年新高，预计3月份还会进一步上升。美联储预计，今年的核心通胀率将为4.1%，加息后明年将降至2.6%。他们还预测今年GDP将增长4%，到2023年将降至2.2%。预计失业率将降至3.5%，并将维持在这一水平。Matus认为：“他们的很多预测都是没有意义的...在逻辑上有一些漏洞。”他指出，其中一个漏洞是，如果美联储真的按照预期的速度升息，将无法实现这一经济预测。“他们是认真的”但其他人确实预计美联储会继续加息，一些华尔街人士预测今年将加息7次。美国银行美国短期利率策略主管Mark Cabana表示：他们是认真的。他们在通胀方面真的远远落后于曲线。那些认为他们不能进行7次加息的人，将面临严重的打击。Grant Thornton的首席经济学家Diane Swonk认为，市场应该相信美联储的话：我们不能冒着滞胀的风险。他们承认，他们现在预计通胀会持续更长时间，而且这不仅仅是乌克兰的问题。看到市场的反应，他们显然不相信。这是美联储加息前景的重大转变。他们这么做是有原因的，不仅仅是美联储的某个人。这是整个美联储的系统性举措，即使是最鸽派的美联储官员也不例外。Swonk表示，美联储对失业率的预测可能不合理，但美联储确实希望给通胀降温。如果美联储官员按照预期的行动，就存在风险。她说：“当我模拟7次加息的情景时，也就是我的预测，我认为经济在下半年的平均增长将止步于1%。这是一次半硬着陆。”","news_type":1,"symbols_score_info":{"513500":0.9,"SQQQ":0.9,"SPY":0.9,"DXD":0.9,"QLD":0.9,".DJI":0.9,"UDOW":0.9,"QID":0.9,"OEF":0.9,"DJX":0.9,"OEX":0.9,"TQQQ":0.9,"SH":0.9,"SPXU":0.9,"DOG":0.9,"QQQ":0.9,"PSQ":0.9,".IXIC":0.9,"SDOW":0.9}},"isVote":1,"tweetType":1,"viewCount":3196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097780649,"gmtCreate":1645568264821,"gmtModify":1676534039110,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570966674623757","authorIdStr":"3570966674623757"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097780649","repostId":"1132759870","repostType":4,"repost":{"id":"1132759870","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":1645532695,"share":"https://ttm.financial/m/news/1132759870?lang=en_US&edition=fundamental","pubTime":"2022-02-22 20:24","market":"fut","language":"zh","title":"One picture to understand | How does geopolitical risk affect asset prices?","url":"https://stock-news.laohu8.com/highlight/detail?id=1132759870","media":"老虎资讯综合","summary":"年初以来，全球地缘风险有不断升温迹象，俄乌关系持续紧张引发诸多关注，并成为近期全球资产定价的主线之一。地缘风险特别是区域性的冲突，因其突发性，通常很难准确预判，但也正因如此，此类事件都会对全球风险资产","content":"<p><html><head></head><body>Since the beginning of the year, global geopolitical risks have shown signs of rising, and the continuous tension between Russia and Ukraine has attracted a lot of attention, and has become one of the main lines of global asset pricing in the near future.</p><p>Geopolitical risks, especially regional conflicts, are usually difficult to predict accurately because of their sudden nature, but it is precisely because of this that such events will cause pulse-like instantaneous impact on global risk assets and markets.</p><p>Although we cannot make an accurate judgment on the subsequent evolution of the situation, this does not prevent us from sorting out the impact of geopolitical risks on asset prices based on the asset performance during previous geopolitical risks and local conflicts.</p><p>But the question is, how big and for how long will this impact be? We have sorted out the typical local conflicts since the 1990s, especially the global market and asset performance involving major powers, such as the September 11 incident in 2001 and the subsequent war in Afghanistan; Iraq War 2003; The conflict between Russia and Ukraine triggered by the Crimean crisis in 2014; 2014 US military involvement in Syrian civil war; U.S. airstrikes in Syria in 2017; The Korean Peninsula Crisis in 2017; U.S. airstrikes on Iran in January 2020, etc.</p><p>Through this long chart, it is hoped that investors can have a better understanding of the extent, breadth and length of impact of geopolitical risks.</p><p><img src=\"https://static.tigerbbs.com/a62d5d6d0aaab80afeab3e0d46efa3b8\" tg-width=\"734\" tg-height=\"3641\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>One picture to understand | How does geopolitical risk affect asset prices?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOne picture to understand | How does geopolitical risk affect asset prices?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-02-22 20:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Since the beginning of the year, global geopolitical risks have shown signs of rising, and the continuous tension between Russia and Ukraine has attracted a lot of attention, and has become one of the main lines of global asset pricing in the near future.</p><p>Geopolitical risks, especially regional conflicts, are usually difficult to predict accurately because of their sudden nature, but it is precisely because of this that such events will cause pulse-like instantaneous impact on global risk assets and markets.</p><p>Although we cannot make an accurate judgment on the subsequent evolution of the situation, this does not prevent us from sorting out the impact of geopolitical risks on asset prices based on the asset performance during previous geopolitical risks and local conflicts.</p><p>But the question is, how big and for how long will this impact be? We have sorted out the typical local conflicts since the 1990s, especially the global market and asset performance involving major powers, such as the September 11 incident in 2001 and the subsequent war in Afghanistan; Iraq War 2003; The conflict between Russia and Ukraine triggered by the Crimean crisis in 2014; 2014 US military involvement in Syrian civil war; U.S. airstrikes in Syria in 2017; The Korean Peninsula Crisis in 2017; U.S. airstrikes on Iran in January 2020, etc.</p><p>Through this long chart, it is hoped that investors can have a better understanding of the extent, breadth and length of impact of geopolitical risks.</p><p><img src=\"https://static.tigerbbs.com/a62d5d6d0aaab80afeab3e0d46efa3b8\" tg-width=\"734\" tg-height=\"3641\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4bfb10b06725af696d5ea08c128fdad5","relate_stocks":{".SPX":"S&P 500 Index","EEM":"新兴市场ETF-iShares MSCI",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132759870","content_text":"年初以来，全球地缘风险有不断升温迹象，俄乌关系持续紧张引发诸多关注，并成为近期全球资产定价的主线之一。地缘风险特别是区域性的冲突，因其突发性，通常很难准确预判，但也正因如此，此类事件都会对全球风险资产和市场造成脉冲式瞬时冲击。虽然我们无法对后续局势演变做出准确判断，但这不妨碍我们结合历次地缘风险和局部冲突时的资产表现，梳理地缘风险对资产价格的影响。但问题是，这一影响有多大、会持续多久？我们对上世纪90年代以来较为典型的局部冲突、特别是涉及到主要大国的全球市场和资产表现进行了梳理，例如2001年911事件和随后的阿富汗战争；2003年伊拉克战争；2014年由克里米亚危机引发的俄罗斯与乌克兰间的冲突；2014美国军事介入叙利亚内战；2017年美国空袭叙利亚；2017年朝鲜半岛危机；2020年1月美国空袭伊朗等。通过这张长图，希望投资者能够对地缘风险的影响程度、广度和波及时长有更好的理解。","news_type":1,"symbols_score_info":{"CLmain":0.9,".IXIC":0.9,"GCmain":0.9,"EEM":0.9,"BZmain":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092678696,"gmtCreate":1644627508742,"gmtModify":1676533947575,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570966674623757","authorIdStr":"3570966674623757"},"themes":[],"htmlText":"🥶","listText":"🥶","text":"🥶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092678696","repostId":"1118500262","repostType":2,"repost":{"id":"1118500262","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":1644624056,"share":"https://ttm.financial/m/news/1118500262?lang=en_US&edition=fundamental","pubTime":"2022-02-12 08:00","market":"us","language":"zh","title":"Last Night and This Morning | The White House made harsh words on the situation in Ukraine, and U.S. stocks blew 500 points","url":"https://stock-news.laohu8.com/highlight/detail?id=1118500262","media":"老虎资讯综合","summary":"摘要：①白宫就乌克兰局势“放狠话” 恐慌指数大涨 三大指数遭重挫；②热门中概股周五收盘多数下滑，叮咚买菜跌近13%；③黄金期货周五收高0.3% 通胀与地缘政治推动金价上涨。海外市场1、隔夜美股丨白宫就","content":"<p><html><head></head><body>Abstract: ① The White House \"made harsh words\" on the situation in Ukraine. The panic index rose sharply, and the three major indexes suffered heavy setbacks; ② Most popular Chinese stocks closed down on Friday,<a href=\"https://laohu8.com/S/DDL\">Ding dong shopping for groceries</a>down nearly 13%; ③ Gold futures closed 0.3% higher on Friday. Inflation and geopolitics pushed the price of gold up. Overseas markets</p><p>1. Overnight U.S. stocks |. The White House \"made harsh words\" on the situation in Ukraine. The panic index rose sharply, and the three major indices suffered heavy setbacks.</p><p>In the early morning of Beijing time, the news of the escalating tension between Russia and Ukraine came out. US President Joe Biden warned Americans in Ukraine to leave immediately, saying that \"the situation may soon become crazy\" in Ukraine. The EU said that sanctions against Russia would involve the financial and energy fields, the stock index plunged sharply, the oil price soared to a new seven-and-a-half-year high, risk aversion was high, and the yield of ten-year Treasury Bond in the United States plummeted.</p><p>By the close, the S&P was down 1.90%, the Nasdaq was down 2.78% and the Dow was down 1.43%. The U.S. 10-year Treasury Bond yield gave up all yesterday's gains and closed down to 1.942%; The panic index VIX closed up 14.43%, with a cumulative increase of over 30% in two days.</p><p>Big tech stocks broadly closed lower.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>down 2.02%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>down 4.93%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>down 2.43%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>down 3.59%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>down 3.23% and Meta down 3.74%.</p><p>2. Most popular Chinese stocks closed down on Friday<a href=\"https://laohu8.com/S/DDL\">Ding dong shopping for groceries</a>Down nearly 13%</p><p>Most of the popular Chinese stocks closed down on Friday, Ding Dong buying food,<a href=\"https://laohu8.com/S/NTES\">Netease</a>Youdao and other decliners were among the top, and new energy vehicle stocks fell.</p><p><a href=\"https://laohu8.com/S/COE\">51Talk</a>It rose by more than 23%,<a href=\"https://laohu8.com/S/MOGU\">Mushroom Street</a>It rose by more than 16%,<a href=\"https://laohu8.com/S/LKCO\">Basket technique</a>Up nearly 9%,<a href=\"https://laohu8.com/S/OG\">The Onion Group</a>It rose more than 4%, and education together rose nearly 4%,<a href=\"https://laohu8.com/S/KRKR\">36 Krypton</a>、<a href=\"https://laohu8.com/S/UK\">Ucommune</a>It rose by more than 3%, and Renren Company rose by more than 2%,<a href=\"https://laohu8.com/S/LIZI\">Lychee</a>、<a href=\"https://laohu8.com/S/EM\">Monster Charge</a>Up nearly 2%,<a href=\"https://laohu8.com/S/TOUR\">Tuniu</a>$Best Group (<a href=\"https://laohu8.com/S/BOTB.UK\">BEST</a>) $ rose by more than 1%.</p><p>Dingdong shopping dropped nearly 13%,<a href=\"https://laohu8.com/S/NTES\">Netease</a><a href=\"https://laohu8.com/S/DAO\">Youdao</a>、<a href=\"https://laohu8.com/S/IFBD\">Xunniao Software</a>It fell by nearly 10%,<a href=\"https://laohu8.com/S/CPOP\">Popular culture</a>Fell nearly 9%, Luckin Powder Single, Bit Mining,<a href=\"https://laohu8.com/S/WIMI\">Micro-holography</a>fell by more than 8%,<a href=\"https://laohu8.com/S/QTT\">Interesting headlines</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>fell by more than 7%,<a href=\"https://laohu8.com/S/BEKE\">Shell</a>、<a href=\"https://laohu8.com/S/NCTY\">9th City</a>fell by more than 6%,<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>dropped nearly 6%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/YY\">Huanju Group</a>、<a href=\"https://laohu8.com/S/LAIX\">Fluency theory</a>fell by more than 5%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Fell 5%, Netease fell more than 4%,<a href=\"https://laohu8.com/S/CNET\">China network carrier line</a>、<a href=\"https://laohu8.com/S/VNET\">21Vianet</a>Down nearly 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/HUYA\">Tiger tooth</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/ATHM\">Autohome</a>、<a href=\"https://laohu8.com/S/UXIN\">Uxin</a>It fell by more than 3%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It fell nearly 3%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>Ctrip fell by more than 2%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>ADR fell nearly 2%,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>It fell by more than 1%.</p><p>Among new energy vehicle stocks,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars fell nearly 5%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It fell by more than 4%.</p><p>3. The main indexes of European stocks fell collectively, and the French CAC40 index fell by more than 1%</p><p>The average price index of 100 stocks of the Financial Times in London stock market closed at 7661.02 points on the 11th, down 11.38 points or 0.15% from the previous trading day. The three major European stock indexes fell across the board on the day. In terms of the other two major European stock indexes, the CAC40 index of Paris stock market closed at 7011.60 points, down 89.95 points or 1.27% from the previous trading day; The DAX index of Frankfurt stock market in Germany closed at 15,425.12 points, down 65.32 points or 0.42% from the previous trading day.</p><p>4. Gold futures closed 0.3% higher on Friday Inflation and geopolitics pushed gold prices higher</p><p>Gold futures closed higher on Friday and recorded weekly gains. Gold has gained support from the continued surge in inflation in the United States. And after the White House warned that Russia's invasion of Ukraine could happen \"any day now\", gold gains in the after-hours electronic trading session widened further.</p><p>Gold futures for April delivery on the New York Mercantile Exchange rose by $4.70, or 0.3%, to close at $1,842.10 per ounce. Gold futures have risen by 1.9% this week.</p><p>Affected by geopolitical uncertainties, gold, as a traditional safe haven, continued its rally. At one point, gold futures rose to $1,860 an ounce in the electronically traded session after the end of the regular trading session.</p><p>5. US oil soared to $94, a new high in more than seven years, due to supply concerns caused by geopolitical situation</p><p>On Friday (February 11th), Brent oil rose 4.2% in late trading to close at $95.25/barrel. Volumes surged in the final hour of trading, with trading in global benchmark Brent crude climbing to its highest level in more than two months. Brent oil rose to a nearly seven-year high as tensions between Ukraine and Russia fueled worries about tight global supplies.</p><p>6. The yield of Treasury Bond in the United States refreshed its low in the past two days due to the situation in Ukraine, which triggered risk aversion</p><p>The U.S. Treasury Bond rebounded sharply on Friday as concerns surrounding Ukraine's and Russia's geopolitical situation spurred risk aversion among investors, dragging yields down sharply. Just last day, the yield rose sharply because the U.S. inflation data was higher than expected to push up the bet on the Fed's hawkish policy;</p><p>The 10-year U.S. Treasury Bond yield fell more than 11 basis points in the day, refreshing its nearly two-day low to 1.918%. Yields on the 2-year and 3-year Treasury Bond, which are more closely tied to monetary policy, also fell. The yen rose, the dollar also mostly rose against major currencies, and the Russian ruble fell.</p><p>International macro</p><p>1. Media: The United States believes that Russian President Vladimir Putin has decided to \"invade\" Ukraine</p><p>According to NBC News, the United States believes Russian President Vladimir Putin has decided to \"invade\" Ukraine and the \"invasion\" is expected to begin next week. U.S. President Joe Biden said Thursday that U.S. citizens should leave Ukraine now and that he would not send troops to rescue U.S. citizens to evacuate if Russia invaded Ukraine. U.S. National Security Adviser Sullivan said he noticed signs of Russian escalation but was not sure Putin had made a final decision, with whom Biden was expected to hold talks.</p><p>2. Nobel Prize winner Krugman believes that the Federal Reserve does not need to use \"shock therapy\" to cool the economy</p><p>Paul Krugman, a Nobel Prize winner in economics, said that although it is time for the Federal Reserve to start a rate hike, there is no crisis in inflation, which shows that policymakers can be moderate when tightening policies. \"Obviously the economy is very hot, and the Fed has a responsibility to cool it down,\" Krugman said in an interview Friday. As for what needs to be done, \"it's definitely not shock therapy.\" Krugman, now at the City University of New York, said there is no need to panic about the current inflation, and there is no sign that it has become entrenched in the economy. He said the Fed will need to \"sustain\" its rate hike until potential economic overheating dissipates.</p><p>3. The Federal Funds rate futures market lowered its expectation for an additional special meeting of the Federal Reserve</p><p>Federal Funds rate futures markets recouped losses suffered by a hawkish speech by St. Louis Fed President Bullard on Thursday, when he said he was \"open\" to an unplanned meeting. The February interest rate futures contract price returned to 99.90 with an interest rate of 0.10%. That's also where futures are trading after the U.S.' higher-than-expected January CPI announcement early Thursday. After Bullard's comments were reported, the contract dropped to 99.845 at one point, meaning the market saw a 30% chance of an ad hoc meeting. selling pressure was heavy before and after Bullard's speech when February federal funds rate futures contracts turned a record 307,494 on Thursday. The open position increased by 33,150 units.</p><p>4. The White House reminds the U.S. chip industry: Be prepared for Russian supply disruption</p><p>The U.S. White House has warned the chip industry to diversify its supply chain in case Russia retaliates against threatened U.S. export restrictions, preventing access to critical materials, sources said. Market researcher Techcet published a report on Feb. 1 highlighting the reliance of many semiconductor manufacturers on materials from Russia and Ukraine, such as neon, palladium and others. Techcet estimates that more than 90% of the U.S. supply of semiconductor-grade neon lights comes from Ukraine, while 35% of the palladium comes from Russia. Members of the White House National Security Council have been in contact with chip industry figures in recent days about the availability of chipmaking materials from Russia and Ukraine and urged them to find other sources, the people said.</p><p>5. International Energy Agency: OPEC +, which passively increases production, is the main driver of soaring oil prices</p><p>The International Energy Agency (IEA) warned on Friday (February 11th) that global oil prices may climb further due to OPEC +' s \"negative\" efforts to restore production. The IEA noted that only Saudi Arabia and the UAE produced more crude oil could calm the volatile market. At present, global energy demand is starting to rebound after emerging from the COVID-19 pandemic, but the supply lags everywhere, making the international oil price rise to a seven-year high above $90 per barrel.</p><p>Market Views</p><p>1、<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>: U.S. stocks have to fall at most 14% before the Federal Reserve will come to the rescue</p><p>Bank of America believes that the carnage beneath the surface of the stock market has been \"barbaric\", with 46% of Nasdaq's shares falling by more than 50% compared with the 52-week high counted a week ago. Unless the S&P 500 reaches the 3800-4000 range, it won't trigger a \"Fed put\" (code name for a series of policy easing measures by the Fed after a sharp decline in the stock market). This implies a potential downside of at most 14% for the S&P 500 from current levels.</p><p>2. Peter Kraus: The Fed will not rate hike 50 basis points at a time</p><p>Wall Street veteran Peter Kraus said that the Fed will avoid a rate hike of 50 basis points at a time despite market worries about inflation and geopolitical conflicts.</p><p>\"It's clear: The Fed will rate hike 25 basis points,\" Kraus said in a televised interview Friday. \"They're not going to rate hike 50 basis points. That would only cause instability in the market. What's the point?\"</p><p>Company News</p><p>1. Deutsche Bank's 13F position disclosure in the fourth quarter:<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Is its largest holding stock</p><p>According to the 13F filing, Deutsche Bank's top five buys in the fourth quarter were Microsoft,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/HD\">Home Depot</a>、<a href=\"https://laohu8.com/S/UNP\">Union Pacific</a>as well as<a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>。 The top five selling stocks were<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>、<a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a>、<a href=\"https://laohu8.com/S/RTX\">Thor</a>Science and Technology,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>And<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 Microsoft is now its top holding at 4.91%, followed by<a href=\"https://laohu8.com/S/AAPL\">Apple</a>With a shareholding ratio of 3.75%.</p><p>2、<a href=\"https://ttm.financial/NW/2210425125\" target=\"_blank\">Supply chain disrupted at Toyota, GM's North American plants affected by Canadian trucker demonstrations</a></p><p>In Canada, demonstrations by truck drivers protesting vaccine obligation are spreading, and North America's supply chains are in a crisis of fracture. On the 10th, due to the occupation of the demonstration team, three borders between the United States and Canada were cut off, and automobile production in the United States was forced to stop. It is expected to take some time to return to normal, so it is possible to affect expansion.</p><p><a href=\"https://laohu8.com/S/TM\">Toyota Motor</a>On the 10th, the company stopped production of vehicle factories in Ontario, Canada and Kentucky, USA, which mainly produce utility off-road vehicles (SUVs) \"RAV4\" and others. Operations are also expected to stop on the 11th.</p><p>America<a href=\"https://laohu8.com/S/GM\">General Motors</a>Company (GM) stopped vehicle production at its plant outside Detroit, Michigan, beginning on the afternoon of the 9th. Toyota, Honda and Subaru have plants in the Midwest in Indiana and Ohio, and the impact could expand beyond early next week.</p><p>3、<a href=\"https://ttm.financial/NW/2210159544\" target=\"_blank\">Coca-Cola CEO warns that consumers won't put up with high prices for long</a></p><p>Coca-Cola chief executive James Quincey warned Thursday that whether consumers are willing to pay higher prices will be the focus of the next phase.</p><p>Consumer goods companies have been incrementally raising prices as production costs rise, and so far consumers seem to accept the price increases.<a href=\"https://laohu8.com/S/MCD\">McDonald's</a>And executives at other companies have recently said that higher prices are not driving customers away — in fact, sales are growing as prices rise.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last Night and This Morning | The White House made harsh words on the situation in Ukraine, and U.S. stocks blew 500 points</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast Night and This Morning | The White House made harsh words on the situation in Ukraine, and U.S. stocks blew 500 points\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-02-12 08:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① The White House \"made harsh words\" on the situation in Ukraine. The panic index rose sharply, and the three major indexes suffered heavy setbacks; ② Most popular Chinese stocks closed down on Friday,<a href=\"https://laohu8.com/S/DDL\">Ding dong shopping for groceries</a>down nearly 13%; ③ Gold futures closed 0.3% higher on Friday. Inflation and geopolitics pushed the price of gold up. Overseas markets</p><p>1. Overnight U.S. stocks |. The White House \"made harsh words\" on the situation in Ukraine. The panic index rose sharply, and the three major indices suffered heavy setbacks.</p><p>In the early morning of Beijing time, the news of the escalating tension between Russia and Ukraine came out. US President Joe Biden warned Americans in Ukraine to leave immediately, saying that \"the situation may soon become crazy\" in Ukraine. The EU said that sanctions against Russia would involve the financial and energy fields, the stock index plunged sharply, the oil price soared to a new seven-and-a-half-year high, risk aversion was high, and the yield of ten-year Treasury Bond in the United States plummeted.</p><p>By the close, the S&P was down 1.90%, the Nasdaq was down 2.78% and the Dow was down 1.43%. The U.S. 10-year Treasury Bond yield gave up all yesterday's gains and closed down to 1.942%; The panic index VIX closed up 14.43%, with a cumulative increase of over 30% in two days.</p><p>Big tech stocks broadly closed lower.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>down 2.02%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>down 4.93%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>down 2.43%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>down 3.59%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>down 3.23% and Meta down 3.74%.</p><p>2. Most popular Chinese stocks closed down on Friday<a href=\"https://laohu8.com/S/DDL\">Ding dong shopping for groceries</a>Down nearly 13%</p><p>Most of the popular Chinese stocks closed down on Friday, Ding Dong buying food,<a href=\"https://laohu8.com/S/NTES\">Netease</a>Youdao and other decliners were among the top, and new energy vehicle stocks fell.</p><p><a href=\"https://laohu8.com/S/COE\">51Talk</a>It rose by more than 23%,<a href=\"https://laohu8.com/S/MOGU\">Mushroom Street</a>It rose by more than 16%,<a href=\"https://laohu8.com/S/LKCO\">Basket technique</a>Up nearly 9%,<a href=\"https://laohu8.com/S/OG\">The Onion Group</a>It rose more than 4%, and education together rose nearly 4%,<a href=\"https://laohu8.com/S/KRKR\">36 Krypton</a>、<a href=\"https://laohu8.com/S/UK\">Ucommune</a>It rose by more than 3%, and Renren Company rose by more than 2%,<a href=\"https://laohu8.com/S/LIZI\">Lychee</a>、<a href=\"https://laohu8.com/S/EM\">Monster Charge</a>Up nearly 2%,<a href=\"https://laohu8.com/S/TOUR\">Tuniu</a>$Best Group (<a href=\"https://laohu8.com/S/BOTB.UK\">BEST</a>) $ rose by more than 1%.</p><p>Dingdong shopping dropped nearly 13%,<a href=\"https://laohu8.com/S/NTES\">Netease</a><a href=\"https://laohu8.com/S/DAO\">Youdao</a>、<a href=\"https://laohu8.com/S/IFBD\">Xunniao Software</a>It fell by nearly 10%,<a href=\"https://laohu8.com/S/CPOP\">Popular culture</a>Fell nearly 9%, Luckin Powder Single, Bit Mining,<a href=\"https://laohu8.com/S/WIMI\">Micro-holography</a>fell by more than 8%,<a href=\"https://laohu8.com/S/QTT\">Interesting headlines</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>fell by more than 7%,<a href=\"https://laohu8.com/S/BEKE\">Shell</a>、<a href=\"https://laohu8.com/S/NCTY\">9th City</a>fell by more than 6%,<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>dropped nearly 6%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/YY\">Huanju Group</a>、<a href=\"https://laohu8.com/S/LAIX\">Fluency theory</a>fell by more than 5%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Fell 5%, Netease fell more than 4%,<a href=\"https://laohu8.com/S/CNET\">China network carrier line</a>、<a href=\"https://laohu8.com/S/VNET\">21Vianet</a>Down nearly 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/HUYA\">Tiger tooth</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/ATHM\">Autohome</a>、<a href=\"https://laohu8.com/S/UXIN\">Uxin</a>It fell by more than 3%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It fell nearly 3%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>Ctrip fell by more than 2%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>ADR fell nearly 2%,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>It fell by more than 1%.</p><p>Among new energy vehicle stocks,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars fell nearly 5%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It fell by more than 4%.</p><p>3. The main indexes of European stocks fell collectively, and the French CAC40 index fell by more than 1%</p><p>The average price index of 100 stocks of the Financial Times in London stock market closed at 7661.02 points on the 11th, down 11.38 points or 0.15% from the previous trading day. The three major European stock indexes fell across the board on the day. In terms of the other two major European stock indexes, the CAC40 index of Paris stock market closed at 7011.60 points, down 89.95 points or 1.27% from the previous trading day; The DAX index of Frankfurt stock market in Germany closed at 15,425.12 points, down 65.32 points or 0.42% from the previous trading day.</p><p>4. Gold futures closed 0.3% higher on Friday Inflation and geopolitics pushed gold prices higher</p><p>Gold futures closed higher on Friday and recorded weekly gains. Gold has gained support from the continued surge in inflation in the United States. And after the White House warned that Russia's invasion of Ukraine could happen \"any day now\", gold gains in the after-hours electronic trading session widened further.</p><p>Gold futures for April delivery on the New York Mercantile Exchange rose by $4.70, or 0.3%, to close at $1,842.10 per ounce. Gold futures have risen by 1.9% this week.</p><p>Affected by geopolitical uncertainties, gold, as a traditional safe haven, continued its rally. At one point, gold futures rose to $1,860 an ounce in the electronically traded session after the end of the regular trading session.</p><p>5. US oil soared to $94, a new high in more than seven years, due to supply concerns caused by geopolitical situation</p><p>On Friday (February 11th), Brent oil rose 4.2% in late trading to close at $95.25/barrel. Volumes surged in the final hour of trading, with trading in global benchmark Brent crude climbing to its highest level in more than two months. Brent oil rose to a nearly seven-year high as tensions between Ukraine and Russia fueled worries about tight global supplies.</p><p>6. The yield of Treasury Bond in the United States refreshed its low in the past two days due to the situation in Ukraine, which triggered risk aversion</p><p>The U.S. Treasury Bond rebounded sharply on Friday as concerns surrounding Ukraine's and Russia's geopolitical situation spurred risk aversion among investors, dragging yields down sharply. Just last day, the yield rose sharply because the U.S. inflation data was higher than expected to push up the bet on the Fed's hawkish policy;</p><p>The 10-year U.S. Treasury Bond yield fell more than 11 basis points in the day, refreshing its nearly two-day low to 1.918%. Yields on the 2-year and 3-year Treasury Bond, which are more closely tied to monetary policy, also fell. The yen rose, the dollar also mostly rose against major currencies, and the Russian ruble fell.</p><p>International macro</p><p>1. Media: The United States believes that Russian President Vladimir Putin has decided to \"invade\" Ukraine</p><p>According to NBC News, the United States believes Russian President Vladimir Putin has decided to \"invade\" Ukraine and the \"invasion\" is expected to begin next week. U.S. President Joe Biden said Thursday that U.S. citizens should leave Ukraine now and that he would not send troops to rescue U.S. citizens to evacuate if Russia invaded Ukraine. U.S. National Security Adviser Sullivan said he noticed signs of Russian escalation but was not sure Putin had made a final decision, with whom Biden was expected to hold talks.</p><p>2. Nobel Prize winner Krugman believes that the Federal Reserve does not need to use \"shock therapy\" to cool the economy</p><p>Paul Krugman, a Nobel Prize winner in economics, said that although it is time for the Federal Reserve to start a rate hike, there is no crisis in inflation, which shows that policymakers can be moderate when tightening policies. \"Obviously the economy is very hot, and the Fed has a responsibility to cool it down,\" Krugman said in an interview Friday. As for what needs to be done, \"it's definitely not shock therapy.\" Krugman, now at the City University of New York, said there is no need to panic about the current inflation, and there is no sign that it has become entrenched in the economy. He said the Fed will need to \"sustain\" its rate hike until potential economic overheating dissipates.</p><p>3. The Federal Funds rate futures market lowered its expectation for an additional special meeting of the Federal Reserve</p><p>Federal Funds rate futures markets recouped losses suffered by a hawkish speech by St. Louis Fed President Bullard on Thursday, when he said he was \"open\" to an unplanned meeting. The February interest rate futures contract price returned to 99.90 with an interest rate of 0.10%. That's also where futures are trading after the U.S.' higher-than-expected January CPI announcement early Thursday. After Bullard's comments were reported, the contract dropped to 99.845 at one point, meaning the market saw a 30% chance of an ad hoc meeting. selling pressure was heavy before and after Bullard's speech when February federal funds rate futures contracts turned a record 307,494 on Thursday. The open position increased by 33,150 units.</p><p>4. The White House reminds the U.S. chip industry: Be prepared for Russian supply disruption</p><p>The U.S. White House has warned the chip industry to diversify its supply chain in case Russia retaliates against threatened U.S. export restrictions, preventing access to critical materials, sources said. Market researcher Techcet published a report on Feb. 1 highlighting the reliance of many semiconductor manufacturers on materials from Russia and Ukraine, such as neon, palladium and others. Techcet estimates that more than 90% of the U.S. supply of semiconductor-grade neon lights comes from Ukraine, while 35% of the palladium comes from Russia. Members of the White House National Security Council have been in contact with chip industry figures in recent days about the availability of chipmaking materials from Russia and Ukraine and urged them to find other sources, the people said.</p><p>5. International Energy Agency: OPEC +, which passively increases production, is the main driver of soaring oil prices</p><p>The International Energy Agency (IEA) warned on Friday (February 11th) that global oil prices may climb further due to OPEC +' s \"negative\" efforts to restore production. The IEA noted that only Saudi Arabia and the UAE produced more crude oil could calm the volatile market. At present, global energy demand is starting to rebound after emerging from the COVID-19 pandemic, but the supply lags everywhere, making the international oil price rise to a seven-year high above $90 per barrel.</p><p>Market Views</p><p>1、<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>: U.S. stocks have to fall at most 14% before the Federal Reserve will come to the rescue</p><p>Bank of America believes that the carnage beneath the surface of the stock market has been \"barbaric\", with 46% of Nasdaq's shares falling by more than 50% compared with the 52-week high counted a week ago. Unless the S&P 500 reaches the 3800-4000 range, it won't trigger a \"Fed put\" (code name for a series of policy easing measures by the Fed after a sharp decline in the stock market). This implies a potential downside of at most 14% for the S&P 500 from current levels.</p><p>2. Peter Kraus: The Fed will not rate hike 50 basis points at a time</p><p>Wall Street veteran Peter Kraus said that the Fed will avoid a rate hike of 50 basis points at a time despite market worries about inflation and geopolitical conflicts.</p><p>\"It's clear: The Fed will rate hike 25 basis points,\" Kraus said in a televised interview Friday. \"They're not going to rate hike 50 basis points. That would only cause instability in the market. What's the point?\"</p><p>Company News</p><p>1. Deutsche Bank's 13F position disclosure in the fourth quarter:<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Is its largest holding stock</p><p>According to the 13F filing, Deutsche Bank's top five buys in the fourth quarter were Microsoft,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/HD\">Home Depot</a>、<a href=\"https://laohu8.com/S/UNP\">Union Pacific</a>as well as<a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>。 The top five selling stocks were<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>、<a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a>、<a href=\"https://laohu8.com/S/RTX\">Thor</a>Science and Technology,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>And<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 Microsoft is now its top holding at 4.91%, followed by<a href=\"https://laohu8.com/S/AAPL\">Apple</a>With a shareholding ratio of 3.75%.</p><p>2、<a href=\"https://ttm.financial/NW/2210425125\" target=\"_blank\">Supply chain disrupted at Toyota, GM's North American plants affected by Canadian trucker demonstrations</a></p><p>In Canada, demonstrations by truck drivers protesting vaccine obligation are spreading, and North America's supply chains are in a crisis of fracture. On the 10th, due to the occupation of the demonstration team, three borders between the United States and Canada were cut off, and automobile production in the United States was forced to stop. It is expected to take some time to return to normal, so it is possible to affect expansion.</p><p><a href=\"https://laohu8.com/S/TM\">Toyota Motor</a>On the 10th, the company stopped production of vehicle factories in Ontario, Canada and Kentucky, USA, which mainly produce utility off-road vehicles (SUVs) \"RAV4\" and others. Operations are also expected to stop on the 11th.</p><p>America<a href=\"https://laohu8.com/S/GM\">General Motors</a>Company (GM) stopped vehicle production at its plant outside Detroit, Michigan, beginning on the afternoon of the 9th. Toyota, Honda and Subaru have plants in the Midwest in Indiana and Ohio, and the impact could expand beyond early next week.</p><p>3、<a href=\"https://ttm.financial/NW/2210159544\" target=\"_blank\">Coca-Cola CEO warns that consumers won't put up with high prices for long</a></p><p>Coca-Cola chief executive James Quincey warned Thursday that whether consumers are willing to pay higher prices will be the focus of the next phase.</p><p>Consumer goods companies have been incrementally raising prices as production costs rise, and so far consumers seem to accept the price increases.<a href=\"https://laohu8.com/S/MCD\">McDonald's</a>And executives at other companies have recently said that higher prices are not driving customers away — in fact, sales are growing as prices rise.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118500262","content_text":"摘要：①白宫就乌克兰局势“放狠话” 恐慌指数大涨 三大指数遭重挫；②热门中概股周五收盘多数下滑，叮咚买菜跌近13%；③黄金期货周五收高0.3% 通胀与地缘政治推动金价上涨。海外市场1、隔夜美股丨白宫就乌克兰局势“放狠话” 恐慌指数大涨 三大指数遭重挫北京时间凌晨传出俄乌紧张局势升级的消息，美国总统拜登警告在乌美国人立刻离开，称乌克兰“情况可能很快变得疯狂”，欧盟称对俄制裁将涉及金融和能源领域，股指大幅跳水，油价飙升刷新七年半高位，避险情绪高涨，美十年期国债收益率骤降。截至收盘，标普跌1.90%，纳指跌2.78%，道指跌1.43%。美国十年期国债收益率回吐昨日所有涨幅，收跌至1.942%；恐慌指数VIX收涨14.43%，两日累计涨幅超30%。大型科技股普遍收跌。苹果跌2.02%，特斯拉跌4.93%，微软跌2.43%，亚马逊跌3.59%，谷歌跌3.23%，Meta跌3.74%。2、热门中概股周五收盘多数下滑 叮咚买菜跌近13%热门中概股周五收盘多数下滑，叮咚买菜、网易有道等跌幅居前，新能源汽车股下挫。51Talk涨超23%，蘑菇街涨超16%，箩筐技术涨近9%，洋葱集团涨超4%，一起教育涨近4%，36氪、优客工场涨超3%，人人公司涨超2%，荔枝、怪兽充电涨近2%，途牛、$百世集团(BEST)$涨超1%。叮咚买菜跌近13%，网易有道、讯鸟软件跌近10%，普普文化跌近9%，瑞幸粉单、比特矿业、微美全息跌超8%，趣头条、好未来跌超7%，贝壳、第九城市跌超6%，爱奇艺跌近6%，拼多多、欢聚集团、流利说跌超5%，新东方跌5%，网易跌超4%，中网载线、世纪互联跌近4%，哔哩哔哩、虎牙、京东、汽车之家、优信跌超3%，知乎跌近3%，百度、金山云、携程跌超2%，腾讯ADR跌近2%，高途、唯品会跌超1%。新能源汽车股中，蔚来汽车跌近5%，小鹏汽车、理想汽车跌超4%。3、欧股主要指数集体下跌 法国CAC40指数跌超1%英国伦敦股市《金融时报》100种股票平均价格指数11日报收于7661.02点，比前一交易日下跌11.38点，跌幅为0.15%。欧洲三大股指当天全线下跌。欧洲其他两大主要股指方面，法国巴黎股市CAC40指数报收于7011.60点，比前一交易日下跌89.95点，跌幅为1.27%；德国法兰克福股市DAX指数报收于15425.12点，比前一交易日下跌65.32点，跌幅为0.42%。4、黄金期货周五收高0.3% 通胀与地缘政治推动金价上涨黄金期货周五收高，并录得周线上涨。美国通胀持续飙升令黄金获得支撑。而在白宫警告说俄罗斯入侵乌克兰可能“现在任何一天”发生后，盘后电子交易盘中的黄金涨幅进一步扩大。纽约商品交易所4月交割的黄金期货价格上涨4.70美元，涨幅为0.3%，收于每盎司1842.10美元，本周黄金期货累计上涨1.9%。受到地缘政治不确定因素影响，作为传统避风港黄金延续涨势。在常规交易时段结束后，电子交易盘中的黄金期货一度上涨至每盎司1860美元。5、地缘局势引发供应担忧，美油飙升至94美元创逾七年新高周五（2月11日）布油尾盘上涨4.2%，报收95.25美元/桶。在最后一个小时的交易中，交易量飙升，全球指标布伦特原油的交易量攀升至两个多月来的最高水平。乌克兰和俄罗斯之间的紧张局势加剧了对全球供应紧张的担忧，布油升创近七年新高。6、美国国债收益率日内刷新近两日低点 因乌克兰局势引发避险情绪美国国债周五急剧反弹，因围绕乌克兰和俄罗斯地缘政治局势的担忧刺激了投资者的避险情绪，拖累收益率大跌。而就在上日，因 美国通胀数据高于预期推升对 美联储鹰派政策的押注，收益率大涨；10年期 美国国债收益率日内跌超11个基点，刷新近两日低点至1.918%。与货币政策关系更紧密的2年期和3年期国债收益率也下跌。 日元上涨， 美元兑主要货币也大多上涨，俄罗斯卢布下跌。国际宏观1、媒体：美国认为俄罗斯总统普京已经决定“入侵”乌克兰据NBC新闻报道，美国认为俄罗斯总统普京已经决定“入侵”乌克兰，预计“入侵”将于下周开始。 美国总统拜登周四表示，美国公民现在就应该离开乌克兰，如果俄罗斯入侵乌克兰，他不会派兵援救美国公民撤离。美国国家安全顾问沙利文表示，注意到俄罗斯升级局势的迹象，但并不确定普京已经做出了最终决定，预计拜登将与普京进行会谈。2、诺奖得主克鲁格曼认为美联储无需使用“休克疗法”为经济降温诺贝尔经济学奖获得者保罗·克鲁格曼表示，虽然美联储该开始加息了，但通胀方面并没有危机，说明决策者在紧缩政策的时候可以有节制一点。“显然经济非常火爆，美联储有责任给它降降温，”克鲁格曼周五接受采访时表示。至于需要做什么，“绝对不是休克疗法。”现就职于纽约城市大学的克鲁格曼表示，没有必要对当前的通胀感到恐慌，没有迹象表明通胀已经在经济中根深蒂固。他表示，美联储将需要“持续”加息，直至潜在的经济过热消散。3、联邦基金利率期货市场下调对美联储增开特别会议的预期联邦基金利率期货市场收复了因圣路易斯联储行长布拉德周四一番鹰派讲话而遭受的损失，他当时称对于召开计划外会议持“开放态度”。2月利率期货合约价格回到99.90，利率0.10％。这也是周四早些时候美国高于预期的1月CPI公布后期货的交易价格。在Bullard的评论被报道后，该合约一度跌至99.845，意味着市场认为召开临时会议的可能性有30％。周四2月联邦基金利率期货合约成交量达到创纪录的307,494份，布拉德讲话前后抛压沉重。未平仓头寸增加33,150份。4、白宫提醒美国芯片业：要为俄罗斯供应中断做好准备消息人士称，美国白宫警告芯片行业要使供应链多样化，以防俄罗斯对美国威胁的出口限制采取报复措施，阻止关键材料的获取。市场研究机构Techcet在2月1日发表了一份报告，强调了许多半导体制造商对来自俄罗斯和乌克兰的材料的依赖，比如霓虹灯、钯和其他材料。据Techcet估计，美国90%以上的半导体级霓虹灯供应来自乌克兰，而35%的钯来自俄罗斯。知情人士称，白宫国家安全委员会成员最近几天一直在与芯片行业人士接触，了解俄罗斯和乌克兰芯片制造材料的供应情况，并敦促他们寻找其他来源。5、国际能源署：消极增产的欧佩克+是油价飙升的主要推手国际能源署(IEA)周五(2月11日)警告说，由于欧佩克+在恢复产量方面的“消极”努力，全球油价可能会进一步攀升。IEA指出，只有沙特阿拉伯和阿联酋产出更多的原油，才能平息动荡的市场。当前，全球能源需求正走出新冠大流行开始反弹，但各地的供应滞后，使得国际油价升至每桶90美元上方的七年高位。市场观点1、美国银行：美股最多还要跌14% 美联储才会出手相救美国银行认为，股市表面下的屠杀一直是“野蛮的”，相比于一周前统计的52周高点，纳斯达克46%的公司股价下滑了50%以上。除非标普500指数达到3800-4000点区间，否则不会触发“美联储看跌期权”(美联储在股市大幅下跌后采取一系列政策宽松措施的代号)。这意味着从目前的水平来看，标普500指数潜在的下行幅度至多为14%。2、Peter Kraus：美联储不会一次加息50个基点华尔街老将Peter Kraus称，尽管市场担心通胀和地缘政治冲突，但美联储将避免一次加息50个基点。“很明显：美联储将加息25个基点，”Kraus周五在电视采访中表示。“他们不会加息50个基点。那只会导致市场不稳定。有什么意义呢？”公司新闻1、德银四季度13F持仓披露：微软为其第一大持仓股13F文件显示，德银在第四季度的五大买入股为微软、特斯拉、家得宝、联合太平洋以及应用材料。五大卖出股为Meta Platforms、MercadoLibre、雷神科技、阿里巴巴及亚马逊。目前微软为其第一大持仓股，比例为4.91%，其次是苹果，持股比例3.75%。2、受加拿大卡车司机示威影响 丰田、通用北美工厂供应链中断在加拿大，抗议疫苗义务化的卡车司机们的示威正在扩散，北美的供应链陷入了断裂的危机。10日，由于示威队的占领，美国和加拿大之间的三处国境被切断，美国的汽车生产也被迫停止。预计恢复正常还需要一段时间，因此有可能影响扩大。丰田汽车公司10日停止了主要生产多功能越野车（SUV）“RAV4”等的加拿大安大略省和美国肯塔基州整车工厂的生产。预计11日的作业也将停止。美国通用汽车公司（GM）从9日下午开始，在密歇根州底特律郊外的工厂停止了车辆生产。丰田、本田和斯巴鲁在中西部的印第安纳州和俄亥俄州设有工厂，下周初以后影响可能会扩大。3、可口可乐CEO警告称消费者不会长期忍受高价格可口可乐首席执行官詹姆斯·昆西（James Quincey）周四警告称，消费者是否愿意支付更高的价格，将成为下一阶段需要关注的焦点。随着生产成本的上升，消费品公司一直在逐步提高价格，到目前为止，消费者似乎接受了价格的上涨。麦当劳和其他公司的高管最近都表示，更高的价格并没有赶走顾客——事实上，随着价格的上涨，销售额也在增长。","news_type":1,"symbols_score_info":{".IXIC":0,".SPX":0,".DJI":0}},"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}