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2021-06-23

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Baiji Investment: Meituan, Pinduoduo are the next Tesla-style enterprises

2021-06-23

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The Investment Giants Who Mined Amazon and Tesla: The Biggest Opportunity Is in China

2021-06-23

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U.S. Markit manufacturing PMI hits record in June, services PMI falls short of expectations

2021-06-23

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Tesla Q2 Deliveries Expected to Hit Another New High, Has It Got a Buy Point?

2021-06-21

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Dehong Capital-led consortium is close to acquiring 51job with a $5.3 billion valuation

2021-06-21

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2021-06-21

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2021-06-21

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2021-06-21

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The high point is nearly 30% in pullback/retracement. Can China Duty Free still hold up?

2021-06-21

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2021-06-21

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CCB, ICBC, Postal Savings and Alipay Suspend Providing Services for Virtual Currency Transactions

2021-06-20

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Gold plunged nearly 5% overnight! State Street Analyst: No need to panic, the decline is a good time to buy

2021-06-20

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2021-06-20

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Premarket Movement: Gold Stocks Collectively Higher, Barrick Gold, Jintian Up Over 2%

2021-06-20

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2021-06-19

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Gold Price Plunges U.S. Stocks Gold Stocks Flash Crash How A Shares React

2021-06-19

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2021-06-19

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Deng Yinghai: International Gold Price Technically Exists Repair Demand Latest Gold Trend Analysis

2021-06-19

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2021-06-19

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19:33","market":"hk","language":"zh","title":"Baiji Investment: Meituan, Pinduoduo are the next Tesla-style enterprises","url":"https://stock-news.laohu8.com/highlight/detail?id=1163510991","media":"Barrons巴伦","summary":"总部位于爱丁堡的基金管理者柏基投资(Baillie Gifford)在过去110多年里，通过将信号与噪音分离开来，创造了令人瞩目的投资记录。该公司投资于具有长期增长潜力的公开上市公司和私有企业，而不考","content":"<p>Edinburgh-based fund manager Baillie Gifford has created a remarkable investment record over the past 110+ years by separating the signal from the noise. 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In the 12 months to March 31, Scottish Mortgage Investment Trust was up 99%; In the year ending June 15, U.S. With a total return of 73%, Equity Growth fund ranks at the top of Morningstar's Big Growth category.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1e534c9728cc83586e06170e5574ff7\" tg-width=\"1080\" tg-height=\"720\"><span>Tom Slater, photo: Photograph by Matt Marcus</span></p><p><b>Barron's: After a glorious 2020, growth stocks are facing challenges. Are you worried about that?</b></p><p><b>Slater, Tom J.</b>: We don't focus on short-term fluctuations in stock prices. We focus on interesting companies that have long-term growth opportunities. Our average holding period is 5 to 10 years. Only in such a timeframe can fundamentals drive the stock price.</p><p>Many try to focus on predicting economic variables. But they are inherently extremely unpredictable, if not entirely impossible. At the same time, there are many predictable trends in areas such as communications, computing, machine learning, energy generation and storage, gene sequencing, and synthetic biology. We focus on predictable trends and the opportunities they create.</p><p><b>Barron's: At our Centennial Roundtable, you observed that some technologies in biology, if not better than Moore's Law, at least follow a similar trajectory. How should investors profit from this?</b></p><p><b>Slater, Tom J.</b>: The decrease in the cost curve of gene sequencing is far greater than the decrease in the cost of computing power under Moore's Law. Now, the cost reduction is expanding into related areas. Gene sequencing is generating vast amounts of medical data, and the cost of processing and storing this data is falling rapidly, as is the cost of applying machine learning to this data.</p><p>One adjuvant therapy is our ability to start printing (copying) DNA or RNA. Moderna (MRNA) is printing RNA sequences. We are talking about programming biology, except that instead of coding with 1s and 0s, we are using Gs, Ts, As, and Cs (nucleic acid bases sequenced by guanine, thymine, adenine, and cytosine that make up the genome).</p><p>Moderna's ability to produce safe and effective vaccines based on messenger RNA should boost confidence in the company's ability to produce vaccines to meet other huge, unmet needs, such as targeting HIV/AIDS. Another synthetic biology company, Ginkgo Bioworks, will go public through a merger with a SPAC. It is writing strings of DNA code that can be used in biological manufacturing processes.</p><p><b>Barron's: Won't Moderna's success appeal to competitors?</b></p><p><b>Slater, Tom J.</b>: When a technology undergoes a drastic change, not just an evolution of an existing paradigm, it is often difficult for established companies to accept the change. More likely, this technology will empower new businesses and new business models. Until now, this has been the case in the automotive industry with the development of electric vehicles or electric vehicles. Interestingly, pharmaceutical companies with large vaccine franchises have yet to develop an effective COVID vaccine.</p><p><b>Barron's: When it comes to EVs, Baillie Gifford has trimmed her Tesla holdings from a peak position of more than 7% to less than 2%. Why is this?</b></p><p><b>Slater, Tom J.</b>: We still have a significant stake in Tesla. Part of the reason is that the sell-off reflects the strong movement of the company's stock price and the company's operational success in driving it up. Another part of the reason is that this sell-off is just considering the possibilities of looking up from here.</p><p><b>Barron's: Who's the next Tesla in EVs and more broadly?</b></p><p><b>Slater, Tom J.</b>: China is the largest car market in the world, and I would be surprised if there were no domestic Chinese competitors to challenge Tesla.<b>We are an investor in NIO (NIO), and NIO has the opportunity to be such a player.</b></p><p>What features make Tesla so interesting? With over 100 million cars sold each year, this is a huge market. They approached it in a unique way, with a founder and CEO tying much of his wealth to the company. Tesla doggedly pursues a long-term vision and doesn't have to worry too much about what the stock market thinks. During our holdings, Tesla's share price has dropped by more than 30% on 10 occasions.</p><p>Moderna has platform-based technology with a wide enough range of applications, so it is also very interesting. Illumina (ILMN), which makes genome sequencing instruments, has a similar opportunity.<b>Chinese companies, such as Meituan (3690), which focuses on local services, and Pinduoduo (PDD), which focuses on retail, are attractive in part because of their ambitions, and they are gradually transforming the entire supply chain of their industry.</b></p><p>In Western markets, delivering pre-processed foods was initially intended as an alternative to takeout, whereas in China, the scope is much larger because there is more culture of eating pre-processed foods. In China, kitchens in apartment buildings are being designed to be smaller and smaller, while these apartment buildings are being designed for efficient food delivery service infrastructure. When you are building reliable, fast delivery infrastructure, related industries emerge.</p><p><b>ByteDance is also very fascinating</b>。 Its social media subsidiary TikTok has sparked controversy in the US, but ByteDance is 95% about China and how quickly the company has grown in size in the domestic advertising market. In China, large enterprises led by founders are taking full advantage of the scale advantage of the domestic market.</p><p><b>Barron's: Do you prefer to invest in companies that are led by the founder as CEO?</b></p><p><b>Slater, Tom J.</b>: We want to invest in companies led by people who are optimized for long-term results. It's more common with founders, but that's not to say you can't see it with professional CEOs.</p><p>Francis deSouza has been the CEO of Inmena since 2016. The company has a large revenue base, is lucrative, and is growing in a predictable way. Last year, based on its forecast of where the market will go over the next five to 10 years, Inmena offered $8 billion to acquire Grail, a pre-revenue developer of cancer blood tests. The stock market doesn't like this approach, but it's exactly what founders do.</p><p><b>Barron's: Which Privately Owned Businesses Should Investors Watch?</b></p><p><b>Slater, Tom J.</b>: Privately owned businesses like ByteDance and SpaceX have market capitalizations of tens of billions of dollars. SpaceX is trying to reduce the cost of entering space by orders of magnitude, and it is creating a new market: commercial access to space. We are also an investor in Relativity Space, a company that is building rockets using 3D printing technology.</p><p><b>Barron's: Recently, you have reduced your holdings in Amazon.com, why?</b></p><p><b>Slater, Tom A.</b>: We've been an Amazon shareholder for 16 years. Prior to last year, any reduction was for diversification within the fund. But Amazon is still a huge market for us, and it still has some significant opportunities ahead of it. The grocery business is one of them, a huge category that is slowly going online.</p><p>On the other hand, the retirement of Jeffrey Bezos as CEO is a big factor in our analysis of the company, coupled with the retirement of Jeff Wilk, who most recently ran the consumer goods business (Bezos will become executive chairman on July 5). If you think Bezos's vision and drive were important for Amazon to get to this point, even his partial exit is reason to be more cautious.</p><p><b>Barron's: What other investments are you excited about?</b></p><p><b>Slater, Tom J.</b>: Lemonade (LMND) started out as a company selling renters insurance, and this company is perfect for selling online – especially mobile phone sales. This company creates a great consumer experience. It allows customers to appoint a charity to accept excess floats in their insurance pool, which creates an incentive to not exaggerate claims. Renters insurance is usually the first insurance product that people will buy. If the experience is great, they'll consider buying pet, car, or homeowners insurance from the same brand. Lemonade is building a modern technology stack in an industry where large vendors still operate in a mainstream framework.</p><p>We recently invested in 10X Genomics (TXG) and Recursion Pharmaceuticals (RXRX). The common theme, once again, is that the efficiency of applying information technology far exceeds that of existing companies.</p><p>Affirm Holdings (AFRM) also fits this theme. Point-of-sale loans have traditionally been a bad experience for consumers, with high interest rates and hefty penalties if you don't pay. By using new technologies, Affirm creates a more consumer-facing experience that drives more people to use the service. The runway for this pattern is very long.</p><p><b>Barron's: Under what circumstances will lack of profits be a hindrance to investment?</b></p><p><b>Slater, Tom J.</b>: Whether a company is profitable at the moment has little to do with how much value it creates. In the case of software-as-a-service (SAAS) companies, signing a new customer can cost a lot of money in the first year, but the revenue stream generated by the deal can last for decades. As an investor, I want the company to sign as many customers as possible, which means they will lose a lot of money at the beginning. But if they can retain those customers, the value creation can be massive.</p><p><b>Barron's: Thank you, Tom.</b></p><p><b>By Barron's Writer Lauren R. Rublin</b></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>Baiji Investment: Meituan, Pinduoduo are the next Tesla-style enterprises</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\">\nBaiji Investment: Meituan, Pinduoduo are the next Tesla-style enterprises\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Barrons巴伦 </p>\n<p class=\"h-time smaller\">2021-06-23 19:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Edinburgh-based fund manager Baillie Gifford has created a remarkable investment record over the past 110+ years by separating the signal from the noise. The company invests in publicly traded and privately owned companies with long-term growth potential, regardless of macroeconomic variables and short-term market volatility.</p><p>The firm's long-term investment vision and familiarity with new technologies have made Tom Slater, its head of U.S. equity assets and portfolio manager for U.S. stocks and long-term global growth funds, a natural fit for Barron's recent Centennial Roundtable, whose members will be charged with envisioning the next 100 years.</p><p>As a continuation of the conversation, below are edited interviews where we focus on the companies that offer the most exciting investment opportunities. Slater, who joins Barron Roundtable member James Anderson as co-manager, manages the roughly £18bn ($25bn) Baillie Gifford's Scottish Mortgage Investment Trust (SMT) and serves as the $145m Baillie Gifford U.S. Equity Growth fund (BGGSX) Co-manager of. Both companies have five-star ratings from Morningstar. In the 12 months to March 31, Scottish Mortgage Investment Trust was up 99%; In the year ending June 15, U.S. With a total return of 73%, Equity Growth fund ranks at the top of Morningstar's Big Growth category.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1e534c9728cc83586e06170e5574ff7\" tg-width=\"1080\" tg-height=\"720\"><span>Tom Slater, photo: Photograph by Matt Marcus</span></p><p><b>Barron's: After a glorious 2020, growth stocks are facing challenges. Are you worried about that?</b></p><p><b>Slater, Tom J.</b>: We don't focus on short-term fluctuations in stock prices. We focus on interesting companies that have long-term growth opportunities. Our average holding period is 5 to 10 years. Only in such a timeframe can fundamentals drive the stock price.</p><p>Many try to focus on predicting economic variables. But they are inherently extremely unpredictable, if not entirely impossible. At the same time, there are many predictable trends in areas such as communications, computing, machine learning, energy generation and storage, gene sequencing, and synthetic biology. We focus on predictable trends and the opportunities they create.</p><p><b>Barron's: At our Centennial Roundtable, you observed that some technologies in biology, if not better than Moore's Law, at least follow a similar trajectory. How should investors profit from this?</b></p><p><b>Slater, Tom J.</b>: The decrease in the cost curve of gene sequencing is far greater than the decrease in the cost of computing power under Moore's Law. Now, the cost reduction is expanding into related areas. Gene sequencing is generating vast amounts of medical data, and the cost of processing and storing this data is falling rapidly, as is the cost of applying machine learning to this data.</p><p>One adjuvant therapy is our ability to start printing (copying) DNA or RNA. Moderna (MRNA) is printing RNA sequences. We are talking about programming biology, except that instead of coding with 1s and 0s, we are using Gs, Ts, As, and Cs (nucleic acid bases sequenced by guanine, thymine, adenine, and cytosine that make up the genome).</p><p>Moderna's ability to produce safe and effective vaccines based on messenger RNA should boost confidence in the company's ability to produce vaccines to meet other huge, unmet needs, such as targeting HIV/AIDS. Another synthetic biology company, Ginkgo Bioworks, will go public through a merger with a SPAC. It is writing strings of DNA code that can be used in biological manufacturing processes.</p><p><b>Barron's: Won't Moderna's success appeal to competitors?</b></p><p><b>Slater, Tom J.</b>: When a technology undergoes a drastic change, not just an evolution of an existing paradigm, it is often difficult for established companies to accept the change. More likely, this technology will empower new businesses and new business models. Until now, this has been the case in the automotive industry with the development of electric vehicles or electric vehicles. Interestingly, pharmaceutical companies with large vaccine franchises have yet to develop an effective COVID vaccine.</p><p><b>Barron's: When it comes to EVs, Baillie Gifford has trimmed her Tesla holdings from a peak position of more than 7% to less than 2%. Why is this?</b></p><p><b>Slater, Tom J.</b>: We still have a significant stake in Tesla. Part of the reason is that the sell-off reflects the strong movement of the company's stock price and the company's operational success in driving it up. Another part of the reason is that this sell-off is just considering the possibilities of looking up from here.</p><p><b>Barron's: Who's the next Tesla in EVs and more broadly?</b></p><p><b>Slater, Tom J.</b>: China is the largest car market in the world, and I would be surprised if there were no domestic Chinese competitors to challenge Tesla.<b>We are an investor in NIO (NIO), and NIO has the opportunity to be such a player.</b></p><p>What features make Tesla so interesting? With over 100 million cars sold each year, this is a huge market. They approached it in a unique way, with a founder and CEO tying much of his wealth to the company. Tesla doggedly pursues a long-term vision and doesn't have to worry too much about what the stock market thinks. During our holdings, Tesla's share price has dropped by more than 30% on 10 occasions.</p><p>Moderna has platform-based technology with a wide enough range of applications, so it is also very interesting. Illumina (ILMN), which makes genome sequencing instruments, has a similar opportunity.<b>Chinese companies, such as Meituan (3690), which focuses on local services, and Pinduoduo (PDD), which focuses on retail, are attractive in part because of their ambitions, and they are gradually transforming the entire supply chain of their industry.</b></p><p>In Western markets, delivering pre-processed foods was initially intended as an alternative to takeout, whereas in China, the scope is much larger because there is more culture of eating pre-processed foods. In China, kitchens in apartment buildings are being designed to be smaller and smaller, while these apartment buildings are being designed for efficient food delivery service infrastructure. When you are building reliable, fast delivery infrastructure, related industries emerge.</p><p><b>ByteDance is also very fascinating</b>。 Its social media subsidiary TikTok has sparked controversy in the US, but ByteDance is 95% about China and how quickly the company has grown in size in the domestic advertising market. In China, large enterprises led by founders are taking full advantage of the scale advantage of the domestic market.</p><p><b>Barron's: Do you prefer to invest in companies that are led by the founder as CEO?</b></p><p><b>Slater, Tom J.</b>: We want to invest in companies led by people who are optimized for long-term results. It's more common with founders, but that's not to say you can't see it with professional CEOs.</p><p>Francis deSouza has been the CEO of Inmena since 2016. The company has a large revenue base, is lucrative, and is growing in a predictable way. Last year, based on its forecast of where the market will go over the next five to 10 years, Inmena offered $8 billion to acquire Grail, a pre-revenue developer of cancer blood tests. The stock market doesn't like this approach, but it's exactly what founders do.</p><p><b>Barron's: Which Privately Owned Businesses Should Investors Watch?</b></p><p><b>Slater, Tom J.</b>: Privately owned businesses like ByteDance and SpaceX have market capitalizations of tens of billions of dollars. SpaceX is trying to reduce the cost of entering space by orders of magnitude, and it is creating a new market: commercial access to space. We are also an investor in Relativity Space, a company that is building rockets using 3D printing technology.</p><p><b>Barron's: Recently, you have reduced your holdings in Amazon.com, why?</b></p><p><b>Slater, Tom A.</b>: We've been an Amazon shareholder for 16 years. Prior to last year, any reduction was for diversification within the fund. But Amazon is still a huge market for us, and it still has some significant opportunities ahead of it. The grocery business is one of them, a huge category that is slowly going online.</p><p>On the other hand, the retirement of Jeffrey Bezos as CEO is a big factor in our analysis of the company, coupled with the retirement of Jeff Wilk, who most recently ran the consumer goods business (Bezos will become executive chairman on July 5). If you think Bezos's vision and drive were important for Amazon to get to this point, even his partial exit is reason to be more cautious.</p><p><b>Barron's: What other investments are you excited about?</b></p><p><b>Slater, Tom J.</b>: Lemonade (LMND) started out as a company selling renters insurance, and this company is perfect for selling online – especially mobile phone sales. This company creates a great consumer experience. It allows customers to appoint a charity to accept excess floats in their insurance pool, which creates an incentive to not exaggerate claims. Renters insurance is usually the first insurance product that people will buy. If the experience is great, they'll consider buying pet, car, or homeowners insurance from the same brand. Lemonade is building a modern technology stack in an industry where large vendors still operate in a mainstream framework.</p><p>We recently invested in 10X Genomics (TXG) and Recursion Pharmaceuticals (RXRX). The common theme, once again, is that the efficiency of applying information technology far exceeds that of existing companies.</p><p>Affirm Holdings (AFRM) also fits this theme. Point-of-sale loans have traditionally been a bad experience for consumers, with high interest rates and hefty penalties if you don't pay. By using new technologies, Affirm creates a more consumer-facing experience that drives more people to use the service. The runway for this pattern is very long.</p><p><b>Barron's: Under what circumstances will lack of profits be a hindrance to investment?</b></p><p><b>Slater, Tom J.</b>: Whether a company is profitable at the moment has little to do with how much value it creates. In the case of software-as-a-service (SAAS) companies, signing a new customer can cost a lot of money in the first year, but the revenue stream generated by the deal can last for decades. As an investor, I want the company to sign as many customers as possible, which means they will lose a lot of money at the beginning. But if they can retain those customers, the value creation can be massive.</p><p><b>Barron's: Thank you, Tom.</b></p><p><b>By Barron's Writer Lauren R. Rublin</b></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9b7f74a62c44767fb8f0a4bfbf0d91bc","relate_stocks":{"PDD":"拼多多","03690":"美团-W","TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163510991","content_text":"总部位于爱丁堡的基金管理者柏基投资(Baillie Gifford)在过去110多年里，通过将信号与噪音分离开来，创造了令人瞩目的投资记录。该公司投资于具有长期增长潜力的公开上市公司和私有企业，而不考虑宏观经济变量和短期市场波动。\n该公司的长期投资视野和对新技术的熟悉程度，使其美国权益资产主管、美股和长期全球增长基金的投资组合经理汤姆·斯莱特(Tom Slater)成为《巴伦周刊》最近举办的百年圆桌会议(Centennial Roundtable)的自然之选，该圆桌会议的成员将负责畅想未来100年。\n作为对话的延续，下文是经过编辑的采访，我们重点关注那些提供最令人兴奋的投资机会的公司。斯莱特与巴伦圆桌会议成员詹姆斯 · 安德森(James Anderson)共同担任联席经理，管理着约180亿英镑(合250亿美元)的 Baillie Gifford’s Scottish Mortgage Investment Trust (SMT) ，并担任1.45亿美元的 Baillie Gifford U.S. Equity Growth fund (BGGSX)的联席经理。这两家公司都获得了晨星的五星评级。在截至3月31日的12个月中，Scottish Mortgage Investment Trust上涨了99% ; 在截至6月15日的一年中，U.S. Equity Growth fund的总回报率为73% ，在晨星公司的大成长股类别中位居前列。\n汤姆·斯莱特(Tom Slater)，图：Photograph by Matt Marcus\n《巴伦周刊》：在经历了2020年的辉煌之后，成长型股票正面临挑战。你对此担心吗？\n汤姆 · 斯莱特：我们不关注股票价格的短期波动。我们专注于那些拥有长期发展机会的有趣公司。我们的平均持有期为5至10年。只有在这样的时间范围内，基本面才能推动股价。\n许多人试图专注于预测经济变量。但它们天生就是极难预测的，如果不是完全不可能的话。与此同时，在通信、计算、机器学习、能源生成和储存、基因测序和合成生物学等领域，有许多可以预测的趋势。我们关注可预测的趋势和它们创造的机会。\n《巴伦周刊》：在我们的百年圆桌会议上，你们观察到生物学领域的一些技术即使不比摩尔定律更好，至少也遵循类似的发展轨迹。投资者应该如何从中获利？\n汤姆 · 斯莱特：基因测序成本曲线的下降幅度，远远大于摩尔定律下计算能力成本下降的幅度。现在，成本下降正在向相关领域扩展。基因测序正在产生大量的医疗数据，处理和存储这些数据的成本正在迅速下降，将机器学习应用于这些数据的成本也在迅速下降。\n一个辅助疗法是我们开始打印（复制）DNA 或 RNA 的能力。莫德纳公司（Moderna，MRNA）正在打印 RNA 序列。我们讨论的是编程生物学，只不过不是用1和0编码，而是用 Gs、 Ts、 As 和 Cs （鸟嘌呤、胸腺嘧啶、腺嘌呤和胞嘧啶ー排序的核酸碱基组成基因组）。\n莫德纳公司基于信使 RNA 生产安全有效疫苗的能力，应该会增强人们对该公司生产疫苗能力的信心，以满足其他巨大的、未被满足的需求，比如针对艾滋病毒/艾滋病。另一家合成生物公司银杏生物工程(Ginkgo Bioworks)将通过与 SPAC合并上市。它正在编写可用于生物制造过程的一串串 DNA 代码。\n《巴伦周刊》：莫德纳的成功不会吸引竞争对手吗？\n汤姆 · 斯莱特：当一项技术经历了剧烈的变化，而不仅仅是现有范式的演变，既有的公司往往很难接受这种变化。更有可能的是，这项技术将会为新的业务和新的商业模式赋能。到目前为止，随着电动汽车或电动汽车的发展，汽车行业一直是这种情况。有趣的是，拥有大型疫苗特许经营权的制药公司还没有研制出有效的新冠病毒疫苗。\n《巴伦周刊》：说到电动汽车，Baillie Gifford已经将持有的特斯拉从7% 以上的峰值仓位削减到不到2%。这是为什么？\n汤姆 · 斯莱特：我们仍然持有大量特斯拉的股份。部分原因在于，这次抛售反映出该公司股价的强劲走势，以及该公司在推动股价上涨方面的运营成功。另一部分原因，这次抛售只是在通盘考虑从这里往上看的各种可能性。\n《巴伦周刊》：在电动汽车和更广泛的领域，谁是下一个特斯拉？\n汤姆 · 斯莱特：中国是世界上最大的汽车市场，如果没有中国国内的竞争者来挑战特斯拉，我会感到惊讶。我们是蔚来（ NIO）的投资者，而蔚来有机会成为这样的参与者。\n是什么样的特性让特斯拉如此有趣？每年销售的汽车超过1亿辆，这是一个巨大的市场。他们以一种独特的方式来处理这个问题，一位创始人兼首席执行官将自己的大部分财富与公司捆绑在一起。特斯拉顽强地追求一个长期愿景，不必过分担心股市的想法。在我们持股期间，特斯拉有10次股价下跌幅度超过30% 。\n莫德纳拥有应用程序足够广泛的平台型技术，因此也非常有趣。制造基因组测序仪器的因美纳公司（Illumina，ILMN）也有类似的机会。中国的公司，比如专注于本地服务的美团（3690），以及零售领域的拼多多（PDD），都很吸引人，部分原因在于它们的雄心壮志，它们正在逐渐改变本行业的整个供应链。\n在西方市场，配送预加工食品最初是作为外卖的替代品，而在中国，这一范围要大得多，因为这里有更多吃预加工食品的文化。在中国，公寓楼里的厨房设计得越来越小，同时这些公寓楼正在高效的食品配送服务基础设施而设计。当你在建设可靠的快速交付基础设施时，相关产业就应运而生。\n字节跳动也非常迷人。它的社交媒体子公司TikTok在美国引发了争议，但字节跳动95% 是关于中国的，这家公司在国内广告市场上的规模成长多么迅速。在中国，由创始人领导的大型企业正在充分利用国内市场的规模优势。\n《巴伦周刊》：你们更喜欢投资由创始人担任CEO领导的公司吗？\n汤姆 · 斯莱特：我们希望投资那些为长期结果而优化的人领导的公司。这在创始人身上更为常见，但这并不是说你不能在职业CEO身上看到。\n自2016年以来，弗朗西斯·德·苏萨（Francis deSouza ）一直担任因美纳公司的首席执行官。该公司有一个庞大的收入基础，利润丰厚，并以可预见的方式增长。去年，基于它对未来5到10年市场走向的预测，因美纳公司出价80亿美元收购了 Grail 公司，这是一家癌症血液检测的预收入开发商。股市并不喜欢这种做法，但这正是创始人该做的事情。\n《巴伦周刊》：投资者应该关注哪些私有企业？\n汤姆 · 斯莱特：像字节跳动和SpaceX这样的私有企业市值高达数百亿美元。SpaceX试图降低进入太空的成本达到几个数量级级别，并且它正在创造一个新的市场: 进入太空的商业途径。我们也是Relativity Space公司的投资者，该公司正在使用3D打印技术制造火箭。\n《巴伦周刊》：最近，你们减少了在亚马逊网站上的持股，为什么？\n汤姆 · 斯莱特：我们作为亚马逊的股东已经有16年了。在去年之前，任何减持都是为了基金内部的多样化。但是亚马逊对我们来说仍然是一个巨大的市场，它仍然面临着一些重大机遇。杂货业务就是其中之一，它是一个正在缓慢线上化的庞大类别。\n另一方面，杰弗里 · 贝佐斯从 CEO 的位置上退下来是我们分析公司的一个重要因素，再加上最近经营消费品业务的杰夫 · 威尔克的退休(贝佐斯将于7月5日成为执行主席)。如果你认为贝佐斯的远见和动力对于亚马逊走到这一步很重要，那么哪怕是他部分的退出，也是更加谨慎的理由。\n《巴伦周刊》：还有什么其他的投资让你兴奋？\n汤姆 · 斯莱特：Lemonade（LMND）最初是一家出售租房保险的公司，这家公司非常适合在线销售——尤其是手机销售。这家公司创造了很棒的消费体验。它允许客户指定一个慈善机构来接受他们保险池中的超额浮动，这就产生了不夸大索赔要求的激励。租房保险通常是人们会购买的第一种保险产品。如果体验很棒，他们会考虑购买同一品牌的宠物、汽车或者房主保险。Lemonade 正在一个大型厂商仍然在主流框架中运行的行业中建立一个现代技术堆栈。\n我们最近投资了10X 基因组公司（10X Genomics，TXG）和递归制药公司（Recursion Pharmaceuticals，RXRX）。共同的主题，再一次是应用信息技术的效率远远超过现有公司。\nAffirm Holdings（AFRM）也符合这一主题。传统上，销售点贷款对于消费者来说是一种糟糕的体验，利率很高，如果你不付款就会受到高额罚款。通过使用新技术，Affirm 创造了一个更加面向消费者的体验，推动了更多人使用该服务。这个模式的跑道很长。\n《巴伦周刊》：在什么情况下，缺少利润将成为投资的阻碍？\n汤姆 · 斯莱特：一家公司目前是否盈利与创造了多少价值几乎没有关系。以软件即服务（SAAS）公司为例，签下一个新客户在第一年可能要花很多钱，但这笔交易所产生的收入流可能会持续数十年。作为一个投资者，我希望公司签下尽可能多的客户，这意味着他们将在一开始损失很多钱。但是，如果他们能够留住这些客户，价值创造可能是海量的。\n《巴伦周刊》：谢谢你，汤姆。\n文｜《巴伦周刊》撰稿人劳伦·R·鲁布林（Lauren R. Rublin）","news_type":1,"symbols_score_info":{"03690":0.9,"PDD":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121802645,"gmtCreate":1624457821087,"gmtModify":1703837365593,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"⋯","listText":"⋯","text":"⋯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121802645","repostId":"1152199095","repostType":4,"repost":{"id":"1152199095","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":1624448804,"share":"https://ttm.financial/m/news/1152199095?lang=en_US&edition=fundamental","pubTime":"2021-06-23 19:46","market":"us","language":"zh","title":"The Investment Giants Who Mined Amazon and Tesla: The Biggest Opportunity Is in China","url":"https://stock-news.laohu8.com/highlight/detail?id=1152199095","media":"华尔街见闻","summary":"当你和中国一些创始人交流的时候，不得不将某些质疑暂时搁置一旁。","content":"<p>Far from the world's financial centre, the British Peninsula houses a 110-year-old hardcore investment fund that unearthed 17 years ago<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>I fell in love eight years ago<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>At a time of global economic turmoil, it has now set its sights on China.</p><p>According to the FT, Baillie Gifford (BG) believes<b>China is the most compelling source of opportunity to deal with the potential for drastic changes and technological disruption in global markets over the next two decades.</b></p><p>Tom Slater, a fund manager at the company, said of investing in China:</p><p>I find that when you talk to some founders in China, you have to put some questions aside for the time being. He recalled that when he met Wang Xing, the founder of Meituan, in San Francisco in 2015, he felt that the goal of delivering tens of millions of takeaways a day was \"completely impossible\", but the investment<a href=\"https://laohu8.com/S/00700\">Tencent</a>His experience reminded him that \"in China, it is not impossible\". So that year, BG invested in Meituan for the first time, and now it turns out that Meituan has indeed reached its daily order target.</p><p>In terms of other Chinese stocks,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>And so on are all \"in the bag\" of BG.</p><p>It is worth mentioning that Meituan in BG phase was as early as three years before its public listing, and since its IPO in 2018, Meituan's share price has risen by 319%.</p><p>A similar situation occurs for ByteDance and<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Investment, both of which have become the potential pinnacle of BG's venture capital field before IPO. BG entered the venture capital space about 10 years ago, and in the case of its product, the Scottish Mortgage Trust, venture capital now accounts for a fifth of its total assets.</p><p>BG is a British institution established in 1908, and it is truly a \"century-old store\" in the asset management industry. Over the past 20 years, its outstanding performance has driven its asset management scale to increase by 15 times, from 22 billion pounds at the end of 2000 to 326 billion pounds at the end of 2020, including multi-asset portfolios such as equity and fixed income. This number is achieved through steady growth, not through mergers or acquisitions.</p><p><img src=\"https://static.tigerbbs.com/61fa17d310a39809fb9698ff9f67f1f7\" tg-width=\"640\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p>In addition to the Chinese market, some notable success examples of BG include Tesla, Amazon,<a href=\"https://laohu8.com/S/ILMN\">Illumina</a>And Moderna et al.</p><p>It built a 2.3 million-share Tesla position at a cost of $89 million in early 2013, with an average holding cost of just $38.7; It continued to buy in the next three years, holding about 14 million shares in 2017, and has been the second shareholder of Tesla since then. Last year, Tesla's continuous surge set off a huge wave in the North American hedge fund industry. Many large and medium-sized funds closed their doors due to shorting Tesla, while BG's floating profit exceeded 20 billion USD (equivalent to more than 140 billion RMB).</p><p>Since its first investment in Tesla in 2013, Tesla shares are up nearly 9,000%. In addition, since the first investment in Amazon in 2004, Amazon's share price has risen by more than 6,500%; BG held Moderna's stock before it went public, and the stock has risen more than 1,000 percent in the year since its IPO.</p><p>For many years, BG has been known for its long-term investments. At the entrance of BG's headquarters, it is written its intuitive and easy-to-understand investment philosophy-\"Actual investors don't just focus on a few quarters, they will look at decades (Actual investors think in decades. Not quarters.)\".</p><p>In Baillie Gifford's view, \"long-term investment in a very small number of high-quality enterprises with the most competitive, innovative and growth efficiency, and excess returns\" is actual investing.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Investment Giants Who Mined Amazon and Tesla: The Biggest Opportunity Is in China</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 Investment Giants Who Mined Amazon and Tesla: The Biggest Opportunity Is in China\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\">2021-06-23 19:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Far from the world's financial centre, the British Peninsula houses a 110-year-old hardcore investment fund that unearthed 17 years ago<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>I fell in love eight years ago<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>At a time of global economic turmoil, it has now set its sights on China.</p><p>According to the FT, Baillie Gifford (BG) believes<b>China is the most compelling source of opportunity to deal with the potential for drastic changes and technological disruption in global markets over the next two decades.</b></p><p>Tom Slater, a fund manager at the company, said of investing in China:</p><p>I find that when you talk to some founders in China, you have to put some questions aside for the time being. He recalled that when he met Wang Xing, the founder of Meituan, in San Francisco in 2015, he felt that the goal of delivering tens of millions of takeaways a day was \"completely impossible\", but the investment<a href=\"https://laohu8.com/S/00700\">Tencent</a>His experience reminded him that \"in China, it is not impossible\". So that year, BG invested in Meituan for the first time, and now it turns out that Meituan has indeed reached its daily order target.</p><p>In terms of other Chinese stocks,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>And so on are all \"in the bag\" of BG.</p><p>It is worth mentioning that Meituan in BG phase was as early as three years before its public listing, and since its IPO in 2018, Meituan's share price has risen by 319%.</p><p>A similar situation occurs for ByteDance and<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Investment, both of which have become the potential pinnacle of BG's venture capital field before IPO. BG entered the venture capital space about 10 years ago, and in the case of its product, the Scottish Mortgage Trust, venture capital now accounts for a fifth of its total assets.</p><p>BG is a British institution established in 1908, and it is truly a \"century-old store\" in the asset management industry. Over the past 20 years, its outstanding performance has driven its asset management scale to increase by 15 times, from 22 billion pounds at the end of 2000 to 326 billion pounds at the end of 2020, including multi-asset portfolios such as equity and fixed income. This number is achieved through steady growth, not through mergers or acquisitions.</p><p><img src=\"https://static.tigerbbs.com/61fa17d310a39809fb9698ff9f67f1f7\" tg-width=\"640\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p>In addition to the Chinese market, some notable success examples of BG include Tesla, Amazon,<a href=\"https://laohu8.com/S/ILMN\">Illumina</a>And Moderna et al.</p><p>It built a 2.3 million-share Tesla position at a cost of $89 million in early 2013, with an average holding cost of just $38.7; It continued to buy in the next three years, holding about 14 million shares in 2017, and has been the second shareholder of Tesla since then. Last year, Tesla's continuous surge set off a huge wave in the North American hedge fund industry. Many large and medium-sized funds closed their doors due to shorting Tesla, while BG's floating profit exceeded 20 billion USD (equivalent to more than 140 billion RMB).</p><p>Since its first investment in Tesla in 2013, Tesla shares are up nearly 9,000%. In addition, since the first investment in Amazon in 2004, Amazon's share price has risen by more than 6,500%; BG held Moderna's stock before it went public, and the stock has risen more than 1,000 percent in the year since its IPO.</p><p>For many years, BG has been known for its long-term investments. At the entrance of BG's headquarters, it is written its intuitive and easy-to-understand investment philosophy-\"Actual investors don't just focus on a few quarters, they will look at decades (Actual investors think in decades. Not quarters.)\".</p><p>In Baillie Gifford's view, \"long-term investment in a very small number of high-quality enterprises with the most competitive, innovative and growth efficiency, and excess returns\" is actual investing.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e3784f27cbe847751b5f227c1d2030e7","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152199095","content_text":"远离世界金融中心的英伦半岛，坐落着一家110年历史的骨灰级投资基金，17年前它就发掘了亚马逊，8年前便相中了特斯拉，全球经济动荡之际，它如今将目光投向了中国。\n据英国金融时报，Baillie Gifford（BG）认为中国是最引人注目的机会来源，以应对未来二十年，全球市场可能发生的剧烈变化和技术颠覆。\n该公司一名基金经理Tom Slater谈及在中国的投资时称：\n\n 我发现，当你和中国一些创始人交流的时候，不得不将某些质疑暂时搁置一旁。\n\n他回忆说，2015年他在旧金山遇到美团创始人王兴时，觉得每天配送几千万顿外卖的目标“完全是不可能的事”，但投资腾讯的经历又提醒他，“在中国，并非不可能”。于是就在那一年，BG首次投资了美团，如今事实证明，美团确实达成了其每日订单目标。\n其余中概股方面，蔚来、百度、好未来、拼多多等都是BG的“囊中之物”。\n值得一提的是，BG相中美团早在其公开上市3年前，而自2018年IPO以来，美团股价已经上涨了319%。\n类似的情况出现在对字节跳动和阿里巴巴的投资，两者IPO前就已成为BG风投领域潜在的巅峰之作。BG约10年前进入风投领域，以其旗下产品苏格兰抵押贷款信托(Scottish Mortgage Trust)为例，风险投资目前已占其总资产的五分之一。\nBG是一家1908年成立的英国机构，真正资管界的“百年老店”。过去20年里，优秀业绩推动其资管规模增长了15倍，从2000年底的220亿英镑增加到2020年底的3260亿英镑，其中包括权益类、固定收益等多元资产投资组合。这一数字是通过稳定增长，而不是通过合并或收购实现的。\n\n除中国市场外，BG一些著名的成功例子包括特斯拉、亚马逊、Illumina和Moderna等。\n它在2013年初耗资8900万美元建立了230万股的特斯拉头寸，平均持股成本仅38.7美元；随后三年继续买入，2017年持有约1400万股，从此稳居特斯拉二股东席位。去年，特斯拉的连续暴涨在北美对冲基金业掀起巨浪，不少大中型基金因做空特斯拉而关门，BG则浮盈超200亿美元（折合1400亿人民币以上）。\n自其2013年首次投资特斯拉以来，特斯拉股价上涨近9000%。此外，自2004年首次投资亚马逊以来，亚马逊股价涨超6500%；Moderna公开上市前BG便持有其股票，该股IPO以来一年，股价已上涨逾1000%。\n多年来，BG以长期投资著称。在BG公司总部的入口处，写着这家其直观易懂的投资理念——“真正的投资者不会只关注几个季度，他们会放眼数十年（Actual investors think in decades. Not quarters.）”。\n在Baillie Gifford看来，“长期投资于最具竞争力、创新性和成长效率的极少数优质企业，并取得超额回报”，这才是真正的投资（actual investing）。","news_type":1,"symbols_score_info":{"03086":0.9,"09086":0.9}},"isVote":1,"tweetType":1,"viewCount":2623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121806324,"gmtCreate":1624457804168,"gmtModify":1703837363971,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"…","listText":"…","text":"…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121806324","repostId":"1146565871","repostType":4,"repost":{"id":"1146565871","kind":"news","pubTimestamp":1624455991,"share":"https://ttm.financial/m/news/1146565871?lang=en_US&edition=fundamental","pubTime":"2021-06-23 21:46","market":"us","language":"zh","title":"U.S. Markit manufacturing PMI hits record in June, services PMI falls short of expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1146565871","media":"华尔街见闻","summary":"美国6月Markit制造业PMI初值62.6，高于预期的61.5以及前值62.1。","content":"<p>Financial data provider IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>On Wednesday, the PMI data of manufacturing and service industries in the United States in June was released. The initial value of manufacturing PMI was higher than expected, hitting a new high since the record began in 2007. The initial value of service PMI released in the same period was lower than expected and declined, but it was still at a historical high.</p><p>According to the data, the preliminary value of Markit manufacturing PMI in the United States in June was 62.6, which was higher than the expected 61.5 and the previous value of 62.1, setting the highest level since records began in 2007.</p><p><img src=\"https://static.tigerbbs.com/2ef76bb72997ac135dfb8e759ab6d349\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>The Markit US services PMI index released in the same period recorded 64.8 at the beginning of June, which was lower than the expected 70 and the pre-May value of 70.4, but it was still at a high level.</p><p><img src=\"https://static.tigerbbs.com/6c905d7c20d8a9a5d235949b994e86ac\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p>Under the influence of service industry data, the initial value of Markit's U.S. composite PMI in June recorded 63.9, a significant decrease from 68.7 in May.</p><p><img src=\"https://static.tigerbbs.com/1a3fe8e2812d33165ecf56ccc7bb4f43\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>Regarding the economic situation this month, IHS Markit pointed out in the data report that employment problems were still common in June, because some experts said that it was still difficult to find experienced candidates for existing job vacancies. Moreover, price pressures remained elevated in June. Input price increases have slowed slightly, but are still the second fastest in history. Manufacturing remains focused on rapidly rising raw material and fuel costs, while services focus on high wages proposed to attract workers, as well as higher transportation and fuel costs.</p><p>Chris Williamson, chief business economist at IHS Markit, said after the data release that the preliminary PMI value in June indicated that the U.S. economy achieved impressive growth that month. Although output growth and new order inflows have declined in both manufacturing and services, the reason for this situation is that capacity constraints have limited companies' ability to cope with demand, rather than a cooling economy.</p><p>However, he also said that although the price level has declined from the historic high in May, the economy is still very hot. Prices of goods and services are still skyrocketing, record supply shortages are worsening rather than improving, companies are struggling to fill gaps, and the rate of consumption of manufacturing inventories is also worrying as companies struggle to meet market demand.</p><p>In addition, Chris Williamson also pointed out that although the economic growth rate in the second quarter may reach its peak, the subsequent inflation peak may be much higher than this.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Markit manufacturing PMI hits record in June, services PMI falls short of expectations</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\">\nU.S. Markit manufacturing PMI hits record in June, services PMI falls short of expectations\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\">2021-06-23 21:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Financial data provider IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>On Wednesday, the PMI data of manufacturing and service industries in the United States in June was released. The initial value of manufacturing PMI was higher than expected, hitting a new high since the record began in 2007. The initial value of service PMI released in the same period was lower than expected and declined, but it was still at a historical high.</p><p>According to the data, the preliminary value of Markit manufacturing PMI in the United States in June was 62.6, which was higher than the expected 61.5 and the previous value of 62.1, setting the highest level since records began in 2007.</p><p><img src=\"https://static.tigerbbs.com/2ef76bb72997ac135dfb8e759ab6d349\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>The Markit US services PMI index released in the same period recorded 64.8 at the beginning of June, which was lower than the expected 70 and the pre-May value of 70.4, but it was still at a high level.</p><p><img src=\"https://static.tigerbbs.com/6c905d7c20d8a9a5d235949b994e86ac\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p>Under the influence of service industry data, the initial value of Markit's U.S. composite PMI in June recorded 63.9, a significant decrease from 68.7 in May.</p><p><img src=\"https://static.tigerbbs.com/1a3fe8e2812d33165ecf56ccc7bb4f43\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>Regarding the economic situation this month, IHS Markit pointed out in the data report that employment problems were still common in June, because some experts said that it was still difficult to find experienced candidates for existing job vacancies. Moreover, price pressures remained elevated in June. Input price increases have slowed slightly, but are still the second fastest in history. Manufacturing remains focused on rapidly rising raw material and fuel costs, while services focus on high wages proposed to attract workers, as well as higher transportation and fuel costs.</p><p>Chris Williamson, chief business economist at IHS Markit, said after the data release that the preliminary PMI value in June indicated that the U.S. economy achieved impressive growth that month. Although output growth and new order inflows have declined in both manufacturing and services, the reason for this situation is that capacity constraints have limited companies' ability to cope with demand, rather than a cooling economy.</p><p>However, he also said that although the price level has declined from the historic high in May, the economy is still very hot. Prices of goods and services are still skyrocketing, record supply shortages are worsening rather than improving, companies are struggling to fill gaps, and the rate of consumption of manufacturing inventories is also worrying as companies struggle to meet market demand.</p><p>In addition, Chris Williamson also pointed out that although the economic growth rate in the second quarter may reach its peak, the subsequent inflation peak may be much higher than this.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633694\">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/135fb5b6f21d9ee05edcb64a0736f62f","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3633694","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1146565871","content_text":"金融数据供应商IHS Markit周三公布了美国6月的制造业和服务业PMI数据，其中制造业PMI初值高于预期，创2007年有纪录以来新高，同期公布的服务业PMI初值不及预期，有所下滑，但仍处于历史高位。\n根据数据，美国6月Markit制造业PMI初值62.6，高于预期的61.5以及前值62.1，创下2007年有纪录以来的最高水平。\n\n同期公布的Markit美国服务业PMI指数6月初值录得64.8，不及预期的70和5月前值70.4，不过仍处于较高水平。\n\n在服务业数据的影响之下，Markit美国综合PMI的6月初值录得63.9，较5月的68.7明显下降。\n\n对于本月的经济状况，IHS Markit在数据报告当中指出，就业问题在6月仍然很普遍，因为有专家表示，目前仍难以为现有职位空缺寻找有经验的应聘者。此外，6月份的价格压力仍然维持高位。投入品价格上涨速度略有放缓，但仍是历史上第二快。制造业的关注点仍在于原材料和燃料成本的快速增长，而服务业的关注点则是为吸引工人而提出的的高工资，以及更高的运输费用和燃料成本。\nIHS Markit的首席商业经济学家Chris Williamson在数据公布之后表示，6月的PMI初值表明，美国经济当月取得了令人印象深刻的增长。虽然制造业和服务业的产出增长和新订单流入都出现了回落，但出现这种状况的原因是产能受限使得企业应对需求的能力受到限制，而非经济出现降温。\n不过他也表示，虽然价格水平从5月的历史高位出现下滑，但经济目前仍然非常热。商品和服务的价格仍在急升，创纪录的供应短缺正在恶化而非出现改善，企业正在努力填补空缺，而制造业库存的消耗速度也令人担忧，因为企业正在努力满足市场需求。\n此外Chris Williamson还指出，虽然二季度的经济增速或将触及峰值，但后续的通胀峰值则可能远高于此。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121808653,"gmtCreate":1624457792872,"gmtModify":1703837362998,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"：","listText":"：","text":"：","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121808653","repostId":"2145929670","repostType":4,"repost":{"id":"2145929670","kind":"highlight","pubTimestamp":1624452183,"share":"https://ttm.financial/m/news/2145929670?lang=en_US&edition=fundamental","pubTime":"2021-06-23 20:43","market":"us","language":"zh","title":"Tesla Q2 Deliveries Expected to Hit Another New High, Has It Got a Buy Point?","url":"https://stock-news.laohu8.com/highlight/detail?id=2145929670","media":"金十数据","summary":"市场普遍预期Q2交付量将再创新高，如何把握时机提早布局？","content":"<p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Musk sent an internal email to employees on the 18th local time. The email did not disclose the actual production and delivery targets in the second quarter, but only encouraged and requested:</p><p>\"Overall, we executed well, but the next 12 days are very important for production and deliveries this quarter. Please give it your all!\" In his letter, Musk did not disclose the number of deliveries that have been completed so far and Q2 targets, but<b>Analysts expect deliveries to reach 198K-200K this quarter, setting a new quarterly high for deliveries.</b></p><p>Judging from the wording of the email, Musk seems to believe that the second-quarter delivery target is achievable, but in order to achieve this goal, the team needs to make a very intense sprint at the end of the quarter.</p><p>With less than two weeks left in the second quarter, there's a good chance Tesla will do what it can to deliver as many cars as it can by the end of the month, given the trend of Tesla launching a massive push at the end of the quarter.</p><p><b>Q1 Delivery Data Review</b></p><p>In the first quarter of this year, Tesla delivered 184,800 electric vehicles and produced 180,338, both hitting record highs. According to delivery figures, all the electric vehicles Tesla produced in the first quarter were Model 3 and Model Y models, with zero production of the more expensive Model S and Model X models.</p><p>Meanwhile, the 2020 Model S and Model X delivered in the first quarter were all from previous production inventory, and their deliveries accounted for only 1% of the total deliveries in the quarter. The chart below shows Tesla Model S/X/3/Y deliveries as of Q1 2021:</p><p><img src=\"https://static.tigerbbs.com/f922029c3a0ba8d1f3227eb32e8c8bee\" tg-width=\"960\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p><b>Q2 Delivery Forecast</b></p><p>For Tesla, the rapid growth in sales is important because legacy car leaders have woken up and are boosting plug-in vehicle sales for most brands. The new facility in Texas is a key factor in further growth, as the start-up of the German facility seems \"challenging\".</p><p>Tesla loyal fan Troy Teslike estimates,<b>In the second quarter, 198,000 deliveries are possible (he previously gave an expected value of 192,000)</b>, which would support the 200,000 argument — another symbolic milestone. Troy Teslike also predicts that Tesla will deliver 838,000 vehicles for the full year of 2021. His prediction data is shown below:</p><p><img src=\"https://static.tigerbbs.com/a6540ca353b7336cb0291d9c95645713\" tg-width=\"566\" tg-height=\"766\" referrerpolicy=\"no-referrer\"></p><p>Front<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>CIO Gary Black said that with US/China Model Y deliveries (expected) reaching new highs in the second quarter, and Chinese and US-made Model 3 exports to the EU setting records every quarter,<b>Tesla may deliver 210,000-215,000 vehicles in the second quarter (market expectation of 205,000 vehicles)</b>, market expectations for Tesla's fiscal 2021 deliveries after the second quarter could be closer to 900,000 vehicles (the current forecast is 866,000).</p><p>Tesla short GLJ Research analyst Gordon Johnson lowered his estimate for Tesla's (TSLA.O) second-quarter deliveries while raising his estimate for full-year FY21 deliveries.<b>Second-quarter delivery estimate lowered to 194,000 from 196,000, while full-year 2021 delivery estimate was revised up to 799,700 from 783,900</b>。 We made this adjustment because we think we will sell around 30,000 units in China in June, Johnson said.</p><p>The Motley Fool reports that Tesla may need to more than double its second-quarter deliveries year-over-year to meet The company's updated guidance in The first quarter of more than 50% increase in full-year deliveries over 2020 levels. But that shouldn't be too difficult, and if Q2 maintains Q1 deliveries, it can also achieve a 104% year-over-year growth rate.</p><p><b>However, supply shortages remain potential challenges, particularly in terms of capacity constraints at semiconductors, logistics and shipping ports</b>。 Given the optimistic signals released by Tesla's management, deliveries are expected to grow in the second quarter compared to the first quarter.</p><p><b>Model S Power delivery</b></p><p>Previously, Tesla held a delivery ceremony for the Model S Plaid Edition on June 10 at the test drive facility next to the Fremont Gigafactory. At the event, Tesla CEO Musk announced that the company will deliver 25 Model S Plaids that night. Additionally, Musk added that hundreds of Model S Plaids will be delivered each week soon and thousands each week in the next quarter.</p><p>Days after Tesla officially delivered the first batch of Model S Plaids, drones patrolling the skies over the Fremont factory showed the company was now producing the vehicle in series. Separately, judging from the videos and photos shared by netizens on social media, some Model S Plaids are on their way, and coupled with the growing fleet of Model S inside the Fremont plant, Tesla seems to want to ensure that the newly released car can be delivered to customers before the end of the quarter.</p><p><img src=\"https://static.tigerbbs.com/20cb3d4a2cc9c0f4e1e2181891cab618\" tg-width=\"554\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Recently, according to foreign media reports, as the second quarter of 2021 nears the end, the delivery speed of Tesla Model S has accelerated. Foreign media expect Tesla's production and delivery in the second quarter to be particularly tight, with a large backlog of delivery orders for Model S due to the delay of new Model release. In addition, more than 10,000 vehicles were put on hold for shipments in May, which also delayed many order deliveries until Tesla launched its new computer vision system.</p><p><b>Historical Movement of Tesla's Stock Price on the Day it Announces Quarterly Delivery Data and the First Five Days</b></p><p>From Q1 2020 to Q1 this year, Tesla delivered more than consensus estimates for five consecutive quarters, including four times when the share price rose more than 3% on the day of announcement, as shown in the chart below. As the second quarter approaches the end, investors may be able to find the law from the previous market charts, seize the opportunity and lay out in advance!</p><p><img src=\"https://static.tigerbbs.com/bedab4feccd75ca5c4d48fd2872c022c\" tg-width=\"1242\" tg-height=\"3620\" referrerpolicy=\"no-referrer\"></p>","source":"xnew_highlight","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>Tesla Q2 Deliveries Expected to Hit Another New High, Has It Got a Buy Point?</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\">\nTesla Q2 Deliveries Expected to Hit Another New High, Has It Got a Buy Point?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-06-23 20:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Musk sent an internal email to employees on the 18th local time. The email did not disclose the actual production and delivery targets in the second quarter, but only encouraged and requested:</p><p>\"Overall, we executed well, but the next 12 days are very important for production and deliveries this quarter. Please give it your all!\" In his letter, Musk did not disclose the number of deliveries that have been completed so far and Q2 targets, but<b>Analysts expect deliveries to reach 198K-200K this quarter, setting a new quarterly high for deliveries.</b></p><p>Judging from the wording of the email, Musk seems to believe that the second-quarter delivery target is achievable, but in order to achieve this goal, the team needs to make a very intense sprint at the end of the quarter.</p><p>With less than two weeks left in the second quarter, there's a good chance Tesla will do what it can to deliver as many cars as it can by the end of the month, given the trend of Tesla launching a massive push at the end of the quarter.</p><p><b>Q1 Delivery Data Review</b></p><p>In the first quarter of this year, Tesla delivered 184,800 electric vehicles and produced 180,338, both hitting record highs. According to delivery figures, all the electric vehicles Tesla produced in the first quarter were Model 3 and Model Y models, with zero production of the more expensive Model S and Model X models.</p><p>Meanwhile, the 2020 Model S and Model X delivered in the first quarter were all from previous production inventory, and their deliveries accounted for only 1% of the total deliveries in the quarter. The chart below shows Tesla Model S/X/3/Y deliveries as of Q1 2021:</p><p><img src=\"https://static.tigerbbs.com/f922029c3a0ba8d1f3227eb32e8c8bee\" tg-width=\"960\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p><b>Q2 Delivery Forecast</b></p><p>For Tesla, the rapid growth in sales is important because legacy car leaders have woken up and are boosting plug-in vehicle sales for most brands. The new facility in Texas is a key factor in further growth, as the start-up of the German facility seems \"challenging\".</p><p>Tesla loyal fan Troy Teslike estimates,<b>In the second quarter, 198,000 deliveries are possible (he previously gave an expected value of 192,000)</b>, which would support the 200,000 argument — another symbolic milestone. Troy Teslike also predicts that Tesla will deliver 838,000 vehicles for the full year of 2021. His prediction data is shown below:</p><p><img src=\"https://static.tigerbbs.com/a6540ca353b7336cb0291d9c95645713\" tg-width=\"566\" tg-height=\"766\" referrerpolicy=\"no-referrer\"></p><p>Front<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>CIO Gary Black said that with US/China Model Y deliveries (expected) reaching new highs in the second quarter, and Chinese and US-made Model 3 exports to the EU setting records every quarter,<b>Tesla may deliver 210,000-215,000 vehicles in the second quarter (market expectation of 205,000 vehicles)</b>, market expectations for Tesla's fiscal 2021 deliveries after the second quarter could be closer to 900,000 vehicles (the current forecast is 866,000).</p><p>Tesla short GLJ Research analyst Gordon Johnson lowered his estimate for Tesla's (TSLA.O) second-quarter deliveries while raising his estimate for full-year FY21 deliveries.<b>Second-quarter delivery estimate lowered to 194,000 from 196,000, while full-year 2021 delivery estimate was revised up to 799,700 from 783,900</b>。 We made this adjustment because we think we will sell around 30,000 units in China in June, Johnson said.</p><p>The Motley Fool reports that Tesla may need to more than double its second-quarter deliveries year-over-year to meet The company's updated guidance in The first quarter of more than 50% increase in full-year deliveries over 2020 levels. But that shouldn't be too difficult, and if Q2 maintains Q1 deliveries, it can also achieve a 104% year-over-year growth rate.</p><p><b>However, supply shortages remain potential challenges, particularly in terms of capacity constraints at semiconductors, logistics and shipping ports</b>。 Given the optimistic signals released by Tesla's management, deliveries are expected to grow in the second quarter compared to the first quarter.</p><p><b>Model S Power delivery</b></p><p>Previously, Tesla held a delivery ceremony for the Model S Plaid Edition on June 10 at the test drive facility next to the Fremont Gigafactory. At the event, Tesla CEO Musk announced that the company will deliver 25 Model S Plaids that night. Additionally, Musk added that hundreds of Model S Plaids will be delivered each week soon and thousands each week in the next quarter.</p><p>Days after Tesla officially delivered the first batch of Model S Plaids, drones patrolling the skies over the Fremont factory showed the company was now producing the vehicle in series. Separately, judging from the videos and photos shared by netizens on social media, some Model S Plaids are on their way, and coupled with the growing fleet of Model S inside the Fremont plant, Tesla seems to want to ensure that the newly released car can be delivered to customers before the end of the quarter.</p><p><img src=\"https://static.tigerbbs.com/20cb3d4a2cc9c0f4e1e2181891cab618\" tg-width=\"554\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Recently, according to foreign media reports, as the second quarter of 2021 nears the end, the delivery speed of Tesla Model S has accelerated. Foreign media expect Tesla's production and delivery in the second quarter to be particularly tight, with a large backlog of delivery orders for Model S due to the delay of new Model release. In addition, more than 10,000 vehicles were put on hold for shipments in May, which also delayed many order deliveries until Tesla launched its new computer vision system.</p><p><b>Historical Movement of Tesla's Stock Price on the Day it Announces Quarterly Delivery Data and the First Five Days</b></p><p>From Q1 2020 to Q1 this year, Tesla delivered more than consensus estimates for five consecutive quarters, including four times when the share price rose more than 3% on the day of announcement, as shown in the chart below. As the second quarter approaches the end, investors may be able to find the law from the previous market charts, seize the opportunity and lay out in advance!</p><p><img src=\"https://static.tigerbbs.com/bedab4feccd75ca5c4d48fd2872c022c\" tg-width=\"1242\" tg-height=\"3620\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=76537&type=news\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b86586210e1f8bc591340d4eb624b89","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=76537&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145929670","content_text":"特斯拉CEO马斯克于当地时间18日给员工发送了一封内部邮件，该邮件并没有透露第二季度实际生产和交付目标，只是做出了鼓舞和要求：\n\n “总的来说，我们执行得很好，但接下来的 12 天对于本季度的生产和交付来说非常重要。请全力以赴！”\n\n马斯克在信件中并没有透露目前已经完成的交付数量以及Q2目标，但分析师预期本季度的交付数量将达到19.8万-20万，刷新季度交付数量新高。\n从邮件措辞来看，马斯克似乎相信第二季度的交付目标是可实现的，但为了实现这一目标，团队需在季度末进行非常激烈的冲刺。\n第二季度只剩下不到两周的时间，考虑到特斯拉在季度末发起大规模推动的趋势，特斯拉很有可能会尽其所能在本月底之前交付尽可能多的汽车。\nQ1交付数据回顾\n今年第一季度，特斯拉电动汽车的交付量达184800辆，产量达180338辆，双双创下历史新高。据交付数据，第一季度特斯拉生产的所有电动汽车均为Model 3和Model Y车型，价格更为昂贵的Model S和Model X车型的产量为零。\n同时，第一季度所交付的2020辆Model S和Model X，均来自此前的生产库存，其交付数量仅占该季度总交付量的1%。下图是截至2021年第一季度，特斯拉Model S/X/3/Y交付量：\n\nQ2交付量预测\n对于特斯拉来说，销量的快速增长非常重要，因为传统汽车龙头企业已经觉醒并正在为大多数品牌提振插电式汽车销量。得州的新工厂是进一步增长的关键因素，因为德国工厂的启动似乎“具有挑战性”。\n特斯拉忠粉Troy Teslike估计，在第二季度，198000辆的交付量是有可能的（他此前给出的预期值为192000辆），这将支持20万辆的论点——另一个象征性的里程碑。Troy Teslike还预测特斯拉2021年全年将交付83.8万辆。下图是他的预测数据：\n\n前高盛CIO Gary Black表示，随着美国/中国第二季度Model Y交付量（预计）达到新高，以及中国及美国产Model 3对欧盟的出口量每个季度都创下纪录，特斯拉第二季度交付量可能达到21万—21.5万辆（市场预期20.5万辆），第二季度后市场对特斯拉2021财年交付量的预期可能接近90万辆（目前的预测为86.6万辆）。\n特斯拉空头GLJ Research分析师Gordon Johnson下调了他对特斯拉(TSLA.O)第二季度交付量的预期，同时上调对2021财年全年交付量的预期。第二季度交付量预期从19.6万下调至19.4万辆，而2021年全年交付量预期从78.39万上调到79.97万辆。Johnson表示，我们之所以做出这一调整，是因为我们认为6月在中国的销量将达到3万辆左右。\nThe Motley Fool报道称，特斯拉可能需要将其第二季度的交付量同比增加一倍以上才能达到公司在第一季度更新的指引，即全年交付量比 2020 年水平增加50%以上。但这应该不会太难，如果第二季度维持一季度的交付量，也能实现104%的同比增长率。\n不过供应短缺仍然是潜在的挑战，尤其是半导体、物流和航运港口容量限制方面。鉴于特斯拉管理层释放的乐观信号，预计第二季度交付量会较第一季度录得增长。\nModel S发力交付\n此前6月10日，特斯拉在弗里蒙特超级工厂旁边的试驾厂举行了Model S Plaid版交付仪式。活动现场，特斯拉CEO马斯克宣布，该公司将于当晚交付25辆Model S Plaid。此外，马斯克还补充表示，很快将每周交付数百辆Model S Plaid，下个季度每周将交付数千辆Model S Plaid。\n在特斯拉正式交付第一批Model S Plaid的几天后，弗里蒙特工厂上空巡查的无人机显示，该公司现在正在批量生产这款车。另外从网友在社交媒体上分享的视频和照片来看，一些Model S Plaid正在运送途中，再加上弗里蒙特工厂内不断增长的Model S车队，特斯拉似乎想要确保这款新发布的汽车能在本季度结束前交付给客户。\n\n近日，据外媒报道，随着2021年第二季度临近结束，特斯拉Model S的交付速度加快。外媒预计，特斯拉二季度的生产和交付都特别紧张，由于新车型发布被推迟，Model S的交付订单大量积压。此外，5月份有1万多辆汽车被搁置发货，这也推迟了许多订单交付，需等到特斯拉推出其新计算机视觉系统。\n特斯拉公布季度交付数据当日及前五日股价历史走势\n2020年Q1至今年Q1，特斯拉连续五个季度的交付量超出市场普遍预期，其中四次在公布当日股价上涨3%以上，如下图所示。随着第二季度临近结束，投资者们或许可以此前几次行情走势图从中找到规律，把握时机，提早布局！","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167425974,"gmtCreate":1624282923098,"gmtModify":1703832375140,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167425974","repostId":"1172790765","repostType":4,"repost":{"id":"1172790765","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":1624269676,"share":"https://ttm.financial/m/news/1172790765?lang=en_US&edition=fundamental","pubTime":"2021-06-21 18:01","market":"us","language":"zh","title":"Dehong Capital-led consortium is close to acquiring 51job with a $5.3 billion valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1172790765","media":"老虎资讯综合","summary":"知情人士透露，由德弘资本牵头的一个财团即将协议收购前程无忧，交易对这家人力资源服务公司的估值约为53亿美元。\n知情人士称，该财团的成员还包括私募股权投资公司鸥翎投资和前程无忧联合创始人、首席执行官甄荣","content":"<p>According to people familiar with the matter, a consortium led by Dehong Capital is about to agree to buy 51job in a deal that values the human resources services company at about $5.3 billion.</p><p>The consortium, which also includes private equity investment firm Ouling Investment and 51job co-founder and CEO Zhen Ronghui, is in advanced talks to buy the New York-listed company for about $79.05 per ADS, people familiar with the matter said. An agreement could be announced as soon as Monday, said people familiar with the matter, who spoke on condition of anonymity because the matter was not made public.</p><p>This bid represents a 5.9% premium to 51job's recent closing price and is comparable to Dehong Capital's initial proposal last September. According to data compiled by Bloomberg, it will be one of the largest acquisitions by a Chinese company listed in the United States this year.</p><p>People familiar with the matter said that the consortium's acquisition funds mainly came from domestic banks. Japan's Recruit Holdings Co., currently 51job's largest shareholder with a 34.8% stake, plans to sell a small stake and keep holding the remaining stake.</p><p>Zhen Ronghui holds about 19.2% of the shares, which is poised to increase to nearly 40%, while Dehong Capital and Ouling Investment will hold more than 20% together. People familiar with the matter said that negotiations are continuing and that the details and timing of the transaction may change.</p><p>In this regard, 51job said that it would not comment.<img src=\"https://static.tigerbbs.com/57f54152d386e63bf14850cd94cf5624\" 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>Dehong Capital-led consortium is close to acquiring 51job with a $5.3 billion valuation</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\">\nDehong Capital-led consortium is close to acquiring 51job with a $5.3 billion valuation\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\">2021-06-21 18:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>According to people familiar with the matter, a consortium led by Dehong Capital is about to agree to buy 51job in a deal that values the human resources services company at about $5.3 billion.</p><p>The consortium, which also includes private equity investment firm Ouling Investment and 51job co-founder and CEO Zhen Ronghui, is in advanced talks to buy the New York-listed company for about $79.05 per ADS, people familiar with the matter said. An agreement could be announced as soon as Monday, said people familiar with the matter, who spoke on condition of anonymity because the matter was not made public.</p><p>This bid represents a 5.9% premium to 51job's recent closing price and is comparable to Dehong Capital's initial proposal last September. According to data compiled by Bloomberg, it will be one of the largest acquisitions by a Chinese company listed in the United States this year.</p><p>People familiar with the matter said that the consortium's acquisition funds mainly came from domestic banks. Japan's Recruit Holdings Co., currently 51job's largest shareholder with a 34.8% stake, plans to sell a small stake and keep holding the remaining stake.</p><p>Zhen Ronghui holds about 19.2% of the shares, which is poised to increase to nearly 40%, while Dehong Capital and Ouling Investment will hold more than 20% together. People familiar with the matter said that negotiations are continuing and that the details and timing of the transaction may change.</p><p>In this regard, 51job said that it would not comment.<img src=\"https://static.tigerbbs.com/57f54152d386e63bf14850cd94cf5624\" 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/46494ff0a967fd1461f0d4b570a39e77","relate_stocks":{"JOBS":"前程无忧"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172790765","content_text":"知情人士透露，由德弘资本牵头的一个财团即将协议收购前程无忧，交易对这家人力资源服务公司的估值约为53亿美元。\n知情人士称，该财团的成员还包括私募股权投资公司鸥翎投资和前程无忧联合创始人、首席执行官甄荣辉，目前正在进行深入谈判，以每ADS约79.05美元的价格收购这家纽约上市公司。因事未公开而要求匿名的知情人士表示，协议最快可能于周一宣布。\n这一出价比前程无忧的最近收盘价溢价5.9%，与去年9月德弘资本的初始方案相当。根据彭博汇编的数据，这将是今年以来在美上市中资企业规模最大的收购交易之一。\n知情人士称，该财团收购资金主要来自于国内的银行。日本的Recruit Holdings Co.目前是前程无忧最大的股东，持有34.8%的股份，计划出售少量持股，并继续持有剩余股份。\n甄荣辉持有大约19.2%的股份，势将增持至近40%，而德弘资本和鸥翎投资将合共持有超过20%的股份。知情人士称，磋商仍在继续，交易细节和时间可能有变。\n对此，前程无忧表示，不予置评。","news_type":1,"symbols_score_info":{"JOBS":0.9}},"isVote":1,"tweetType":1,"viewCount":3498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167422599,"gmtCreate":1624282907711,"gmtModify":1703832374485,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ii","listText":"Ii","text":"Ii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167422599","repostId":"1115796699","repostType":4,"isVote":1,"tweetType":1,"viewCount":2747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167426775,"gmtCreate":1624282889297,"gmtModify":1703832373502,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ii","listText":"Ii","text":"Ii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167426775","repostId":"1152151455","repostType":4,"isVote":1,"tweetType":1,"viewCount":2793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167426536,"gmtCreate":1624282876225,"gmtModify":1703832373665,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ff","listText":"Ff","text":"Ff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167426536","repostId":"1132614785","repostType":4,"isVote":1,"tweetType":1,"viewCount":3512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167426828,"gmtCreate":1624282866064,"gmtModify":1703832372516,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ff","listText":"Ff","text":"Ff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167426828","repostId":"1169694875","repostType":4,"repost":{"id":"1169694875","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1624271475,"share":"https://ttm.financial/m/news/1169694875?lang=en_US&edition=fundamental","pubTime":"2021-06-21 18:31","market":"sh","language":"zh","title":"The high point is nearly 30% in pullback/retracement. Can China Duty Free still hold up?","url":"https://stock-news.laohu8.com/highlight/detail?id=1169694875","media":"格隆汇投资学苑","summary":"稳住，别慌\n\n有人说，前四十年发展快车道看深圳；三十年前快车道看上海浦东；而未来二十年的快车道必定看海南。\n1988年，在中国改革开放进入第十个年头之际，海南岛脱离广东成为中国第31个省级行政区。原本","content":"<p>Stable, don't panic. Some people say that in the first 40 years, look at Shenzhen in the fast lane of development; Thirty years ago, the fast lane looked at Shanghai Pudong; The fast lane in the next 20 years must look at Hainan.</p><p>In 1988, when China entered its tenth year of reform and opening up, Hainan Island separated from Guangdong and became China's 31st provincial administrative region. Haikou, a small coastal city with a population of only 300,000, has become the capital of China's largest special economic zone.</p><p>Thirty years later, a major benefit finally landed,<b>Hainan has been elevated to a new historical status.</b></p><p>The State Council issued the Overall Plan for the Construction of Hainan Free Trade Port in June 2020, announcing the construction of a free trade port in Hainan,<b>Among them, the tax-free shopping limit of individuals will be raised from 30,000 yuan to 100,000 yuan.</b></p><p><img src=\"https://static.tigerbbs.com/649de21d30cd569246580a2abcc4861c\" tg-width=\"443\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p><p>As a duty-free giant in Hainan,<a href=\"https://laohu8.com/S/601888\">China Duty Free</a>And also ushered in spring. Within 8 months (as of February this year), the share price rose by more than 280%, reaching a maximum of 403.78 yuan/share.</p><p><b>1. China Duty Free, which won the top spot</b></p><p>The spring breeze of policy has brought benefits to Hainan, and at the same time, it has brought spring to Hainan's largest industry-duty-free industry. From the data point of view, within six months after the implementation of the policy, the average daily sales of Hainan Free Trade Port exceeded 120 million yuan, a year-on-year increase of more than twice.<b>In 2020, the total duty-free sales of Hainan's outlying islands (including repurchases from outlying islands) reached 32.5 billion yuan.</b></p><p>According to the normal data before the epidemic, among the operating income rankings of global duty-free merchants in 2019, among them, the latest establishment time and the relatively disadvantaged scale, channels and operations<b>China Duty Free ranks fourth with revenue of 6.1 billion euros, far higher than well-known duty-free operators such as DFS.</b></p><p>In the third quarter of 2020, with the global tourism industry and consumption severely hit, the domestic epidemic situation was gradually under control, coupled with the favorable tax exemption policy, China Duty Free surpassed the top three Dufry, Lotte and Silla in revenue in the third quarter, with revenue of US$2.43 billion.<b>Become the world's largest duty-free operator.</b></p><p><img src=\"https://static.tigerbbs.com/86f357ca03c0f3549943fa71e0b8958e\" tg-width=\"336\" tg-height=\"178\" referrerpolicy=\"no-referrer\"></p><p>(2020 Global Duty Exempt Operating Revenue)</p><p><b>In the domestic market, China Duty Free is indeed a pioneer, enclosing land and opening duty-free shops in Hainan early.</b>Before 2020, four duty-free shops in outlying islands have been opened in Hainan, and they occupy two superior geographical locations: transportation hub and commercial center respectively.</p><p>And among the eight enterprises with duty-free licenses in China, two are directly related to China Duty Free. Rishang Duty Free Bank has been acquired by China Duty Free, and Haitu has also been injected into China Duty Free. With the blessing of this segment, China Duty Free has achieved more than 90% of the market share in 2020.</p><p>Therefore,<b>As the absolute leader of the domestic duty-free industry and the only A-share listed company with duty-free business as its main business, China Duty Free has been strongly sought after by capital</b>China Duty Free has become one of the heavyweight stocks of Public Offering of Fund in 2020.</p><p>Under the influence of multiple factors, the share price of China Duty Free has skyrocketed, jumping from less than 100 yuan in June 2020 to a peak of 400 yuan in February 2021.</p><p><b>2. The growth rate is less than expected</b></p><p>At the end of 2020, with the support of policies, other duty-free businesses such as Shentu, Haifa Control and Hailutou also opened outlying island duty-free shops in Hainan, quietly changing the situation that China Duty Free stands out in the domestic duty-free market.<b>The completion of more duty-free shops in the future will also dilute the market share of more than 90% of China Duty Free to about 70%.</b></p><p>At the same time, many enterprises have launched a \"grab\" for the ninth duty-free \"gold medal\". Although it will not have an impact in the short term, the duty-free market is very attractive to enterprises, and more latecomers will enter the game.</p><p>In fact, it can be seen from the stock price trend that the stock price of China Duty Free dropped rapidly after the opening of the market after the year, diving by nearly 30% in 20 days. In addition to the impact of the overall market fluctuation after the year,<b>However, another important reason is that its performance has not provided strong support for the stock price.</b></p><p>On April 13th, China Duty Free released its first quarter results, achieving a total revenue of 18.134 billion yuan, a year-on-year increase of 127.48%; Realized a net profit of 2.849 billion yuan, compared with a loss of 21.86 million yuan in the same period of last year; Operating profit was RMB4.458 billion, representing an increase of RMB4.776 billion over the same period of last year.</p><p>In terms of numbers,<b>This performance is indeed good, but the vertical contrast growth rate is not impressive. Affected by this, the stock price dropped directly on the same day.</b></p><p>In the first quarter of 2021, China Duty Free achieved high performance growth, but this high year-on-year growth was on top of the low base of the worst period of the pandemic in the same period last year. And compared with the operating profit of 3.355 billion yuan in the first quarter of 2019, China Duty Free increased by only 33% in the first quarter of this year, far lower than the profit growth rate of 101% in the same period of 2019.</p><p><img src=\"https://static.tigerbbs.com/f22d7da2607644452287a74a43d54a67\" tg-width=\"554\" tg-height=\"123\" referrerpolicy=\"no-referrer\"></p><p>On the other hand, the growth of CDF's performance in 2020 was mainly affected by the strengthening of policy support performance in the fourth quarter. The operating income in the fourth quarter of 2020 was nearly 17.5 billion yuan, compared with 18.1 billion yuan in the first quarter of 2021, and its quarter-on-quarter growth rate is also showing a downward trend.</p><p>Affected by this, the share price of China Duty Free has been fluctuating in a box shape in recent months. In the past month, it has continued to fall, and it has a tendency to fall below the bottom of the box. It has dropped from 348 yuan/share at the end of May to 281 yuan/share now, a sharp drop of nearly 20%.</p><p><img src=\"https://static.tigerbbs.com/4bb555f087f9f31e7aeca397b8f2b409\" tg-width=\"417\" tg-height=\"290\" referrerpolicy=\"no-referrer\"></p><p><b>3. Summary</b></p><p>China Duty Free, which entered the market early, got the dividend of the policy by virtue of its leading status as the \"first duty-free share\", and achieved exponential growth in less than a year. However, this was not driven by performance growth, but mainly favored by institutional group capital.</p><p>From the recent rolling P/E of China Duty Free, it can be seen that although the funds flow from high valuation to low valuation and the overall market correction, the valuation of China Duty Free is still at a high level of historical average. However, it can also be seen that with the pullback/retracement of the stock price in the past two months, its high valuation is gradually being digested.</p><p><img src=\"https://static.tigerbbs.com/75e76a0fc369946bb6c7636e557c331c\" tg-width=\"554\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p>However, in the long run, with the popularization of vaccination, people's willingness to travel is gradually recovering. Coupled with the continuous stimulation of the tax-free policy dividend in outlying islands,<b>The market size of the duty-free industry will still maintain a high growth rate in the next few years.</b></p><p>As the absolute leader of the duty-free industry at present, China's performance will continue to grow, and investors can wait for the right batting zone.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The high point is nearly 30% in pullback/retracement. Can China Duty Free still hold up?</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 high point is nearly 30% in pullback/retracement. Can China Duty Free still hold up?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time smaller\">2021-06-21 18:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stable, don't panic. Some people say that in the first 40 years, look at Shenzhen in the fast lane of development; Thirty years ago, the fast lane looked at Shanghai Pudong; The fast lane in the next 20 years must look at Hainan.</p><p>In 1988, when China entered its tenth year of reform and opening up, Hainan Island separated from Guangdong and became China's 31st provincial administrative region. Haikou, a small coastal city with a population of only 300,000, has become the capital of China's largest special economic zone.</p><p>Thirty years later, a major benefit finally landed,<b>Hainan has been elevated to a new historical status.</b></p><p>The State Council issued the Overall Plan for the Construction of Hainan Free Trade Port in June 2020, announcing the construction of a free trade port in Hainan,<b>Among them, the tax-free shopping limit of individuals will be raised from 30,000 yuan to 100,000 yuan.</b></p><p><img src=\"https://static.tigerbbs.com/649de21d30cd569246580a2abcc4861c\" tg-width=\"443\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p><p>As a duty-free giant in Hainan,<a href=\"https://laohu8.com/S/601888\">China Duty Free</a>And also ushered in spring. Within 8 months (as of February this year), the share price rose by more than 280%, reaching a maximum of 403.78 yuan/share.</p><p><b>1. China Duty Free, which won the top spot</b></p><p>The spring breeze of policy has brought benefits to Hainan, and at the same time, it has brought spring to Hainan's largest industry-duty-free industry. From the data point of view, within six months after the implementation of the policy, the average daily sales of Hainan Free Trade Port exceeded 120 million yuan, a year-on-year increase of more than twice.<b>In 2020, the total duty-free sales of Hainan's outlying islands (including repurchases from outlying islands) reached 32.5 billion yuan.</b></p><p>According to the normal data before the epidemic, among the operating income rankings of global duty-free merchants in 2019, among them, the latest establishment time and the relatively disadvantaged scale, channels and operations<b>China Duty Free ranks fourth with revenue of 6.1 billion euros, far higher than well-known duty-free operators such as DFS.</b></p><p>In the third quarter of 2020, with the global tourism industry and consumption severely hit, the domestic epidemic situation was gradually under control, coupled with the favorable tax exemption policy, China Duty Free surpassed the top three Dufry, Lotte and Silla in revenue in the third quarter, with revenue of US$2.43 billion.<b>Become the world's largest duty-free operator.</b></p><p><img src=\"https://static.tigerbbs.com/86f357ca03c0f3549943fa71e0b8958e\" tg-width=\"336\" tg-height=\"178\" referrerpolicy=\"no-referrer\"></p><p>(2020 Global Duty Exempt Operating Revenue)</p><p><b>In the domestic market, China Duty Free is indeed a pioneer, enclosing land and opening duty-free shops in Hainan early.</b>Before 2020, four duty-free shops in outlying islands have been opened in Hainan, and they occupy two superior geographical locations: transportation hub and commercial center respectively.</p><p>And among the eight enterprises with duty-free licenses in China, two are directly related to China Duty Free. Rishang Duty Free Bank has been acquired by China Duty Free, and Haitu has also been injected into China Duty Free. With the blessing of this segment, China Duty Free has achieved more than 90% of the market share in 2020.</p><p>Therefore,<b>As the absolute leader of the domestic duty-free industry and the only A-share listed company with duty-free business as its main business, China Duty Free has been strongly sought after by capital</b>China Duty Free has become one of the heavyweight stocks of Public Offering of Fund in 2020.</p><p>Under the influence of multiple factors, the share price of China Duty Free has skyrocketed, jumping from less than 100 yuan in June 2020 to a peak of 400 yuan in February 2021.</p><p><b>2. The growth rate is less than expected</b></p><p>At the end of 2020, with the support of policies, other duty-free businesses such as Shentu, Haifa Control and Hailutou also opened outlying island duty-free shops in Hainan, quietly changing the situation that China Duty Free stands out in the domestic duty-free market.<b>The completion of more duty-free shops in the future will also dilute the market share of more than 90% of China Duty Free to about 70%.</b></p><p>At the same time, many enterprises have launched a \"grab\" for the ninth duty-free \"gold medal\". Although it will not have an impact in the short term, the duty-free market is very attractive to enterprises, and more latecomers will enter the game.</p><p>In fact, it can be seen from the stock price trend that the stock price of China Duty Free dropped rapidly after the opening of the market after the year, diving by nearly 30% in 20 days. In addition to the impact of the overall market fluctuation after the year,<b>However, another important reason is that its performance has not provided strong support for the stock price.</b></p><p>On April 13th, China Duty Free released its first quarter results, achieving a total revenue of 18.134 billion yuan, a year-on-year increase of 127.48%; Realized a net profit of 2.849 billion yuan, compared with a loss of 21.86 million yuan in the same period of last year; Operating profit was RMB4.458 billion, representing an increase of RMB4.776 billion over the same period of last year.</p><p>In terms of numbers,<b>This performance is indeed good, but the vertical contrast growth rate is not impressive. Affected by this, the stock price dropped directly on the same day.</b></p><p>In the first quarter of 2021, China Duty Free achieved high performance growth, but this high year-on-year growth was on top of the low base of the worst period of the pandemic in the same period last year. And compared with the operating profit of 3.355 billion yuan in the first quarter of 2019, China Duty Free increased by only 33% in the first quarter of this year, far lower than the profit growth rate of 101% in the same period of 2019.</p><p><img src=\"https://static.tigerbbs.com/f22d7da2607644452287a74a43d54a67\" tg-width=\"554\" tg-height=\"123\" referrerpolicy=\"no-referrer\"></p><p>On the other hand, the growth of CDF's performance in 2020 was mainly affected by the strengthening of policy support performance in the fourth quarter. The operating income in the fourth quarter of 2020 was nearly 17.5 billion yuan, compared with 18.1 billion yuan in the first quarter of 2021, and its quarter-on-quarter growth rate is also showing a downward trend.</p><p>Affected by this, the share price of China Duty Free has been fluctuating in a box shape in recent months. In the past month, it has continued to fall, and it has a tendency to fall below the bottom of the box. It has dropped from 348 yuan/share at the end of May to 281 yuan/share now, a sharp drop of nearly 20%.</p><p><img src=\"https://static.tigerbbs.com/4bb555f087f9f31e7aeca397b8f2b409\" tg-width=\"417\" tg-height=\"290\" referrerpolicy=\"no-referrer\"></p><p><b>3. Summary</b></p><p>China Duty Free, which entered the market early, got the dividend of the policy by virtue of its leading status as the \"first duty-free share\", and achieved exponential growth in less than a year. However, this was not driven by performance growth, but mainly favored by institutional group capital.</p><p>From the recent rolling P/E of China Duty Free, it can be seen that although the funds flow from high valuation to low valuation and the overall market correction, the valuation of China Duty Free is still at a high level of historical average. However, it can also be seen that with the pullback/retracement of the stock price in the past two months, its high valuation is gradually being digested.</p><p><img src=\"https://static.tigerbbs.com/75e76a0fc369946bb6c7636e557c331c\" tg-width=\"554\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p>However, in the long run, with the popularization of vaccination, people's willingness to travel is gradually recovering. Coupled with the continuous stimulation of the tax-free policy dividend in outlying islands,<b>The market size of the duty-free industry will still maintain a high growth rate in the next few years.</b></p><p>As the absolute leader of the duty-free industry at present, China's performance will continue to grow, and investors can wait for the right batting zone.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dde701c3294fae0b0a6e20ec22ac1c36","relate_stocks":{"601888":"中国中免"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169694875","content_text":"稳住，别慌\n\n有人说，前四十年发展快车道看深圳；三十年前快车道看上海浦东；而未来二十年的快车道必定看海南。\n1988年，在中国改革开放进入第十个年头之际，海南岛脱离广东成为中国第31个省级行政区。原本人口只有30万的海滨小城海口市一跃成为中国最大经济特区的首府。\n30年后，一项重大利好终于落地，海南被提升到了新的历史地位。\n国务院在2020年6月发布了《海南自由贸易港建设总体方案》，宣布在海南建设自由贸易港，其中将个人的免税购物限额从3万上调至10万元。\n\n作为海南免税业巨头的中国中免，也迎来了春天。8个月内（截至今年2月）股价涨幅超过280%，最高达403.78元/股。\n1、拔得头筹的中免\n政策的春风给海南吹来了利好，同时也给海南最大的产业——免税业带来了春天。从数据来看，政策实施后的半年内，海南自贸港日均销售额超1.2亿元，同比增长达2倍多，2020年全年海南离岛免税销售总额（含离岛补购）达到了325亿元。\n按照疫情前的正常数据来看，2019年全球免税商营业收入排行中，而其中成立时间最晚，规模、渠道和运营相对劣势的中国中免以61亿欧元的收入排名第四，远远高于DFS等知名免税商。\n而2020年的第三季度，在全球旅游业和消费受到剧烈打击的情形下，国内的疫情状况逐渐得到控制，再加之免税政策的利好，中国中免三季度营收一举超过前三名的Dufry、乐天和新罗，营收24.3亿美元，成为全球最大的免税运营商。\n\n（2020年度全球免税商营业收入）\n在国内市场中，中免确实是先行者，早早地在海南圈地、开免税店。2020年之前就已经在海南开设了4家离岛免税店，并分别占据了交通枢纽和商业中心两大优越的地理位置。\n且在国内拥有免税业牌照的八家企业中，有两家都与中免有着直接关系，日上免税行已被中免收购，而海兔也已经注入中免。在这一部分的加持下，中国中免在2020年的市场份额已超过90%。\n因此，中国中免作为国内免税行业的绝对龙头以及A股唯一一家以免税业务为主业的上市公司，受到了资本的大力追捧，公募基金集中抱团，中国中免成为了2020年公募基金的重仓股之一。\n在多重因素的影响下，中国中免的股价一路飞涨，从2020年6月的不足百元跃升至2021年2月最高点的400元。\n2、增速不及预期\n而2020年底，在政策的支持下，深兔、海发控、海旅投等其他免税商也在海南开设了离岛免税店，悄悄改变了中免在国内免税市场中一枝独秀的状况。未来更多免税店的建成也将把中免超过90%的市占率稀释至70%左右。\n与此同时，多家企业展开了对第9张免税“金牌”的“抢夺”，虽然短期内不会造成冲击，但是免税市场对企业的吸引力非常大，也会有更多的后来者入局。\n其实从股价走势中能看出，年后开盘之后中国中免的股价迅速回落，20天内跳水近30%。除了年后大盘整体波动的影响外，但还有一个重要的原因是其业绩却并未能为股价提供有力的支撑。\n4月13日中国中免发布一季度业绩，实现总营收181.34亿元，同比增长127.48%；实现净利润28.49亿元，上年同期亏损2186万元；营业利润44.58亿元，较上年同期增加47.76亿元。\n从数字上来看，这份业绩确实不错，但纵向对比增速并不可观，受此影响当日股价直接跌停。\n2021年一季度中国中免实现了业绩的高增长，但这个同比高增长是与去年同期疫情最严重的时期的低基数之上的。 且与2019年一季度33.55亿元的营业利润相比，中国中免今年一季度增长只有33%，远低于2019年同期101%的利润增速。\n\n且从另一个方面来看，中免2020年的业绩大增主要是受到四季度政策支持业绩走强的影响。2020年四季度的营业收入近175亿元，2021年一季度为181亿元，其环比增速也在呈下降趋势。\n受此影响，中国中免近几个月的股价一直呈箱式震荡，近一个月以来更是持续下跌，且有跌破箱底的趋势，从五月底的348元/股下跌至现在的281元/股，大跌了近20%。\n\n3、总结\n早早入场的中国中免的凭借着“免税第一股”的龙头身份吃到了政策的红利，在不到一年的时间内实现了成倍的增长，但这非来自于业绩增长的推动，主要是受到机构抱团资本的青睐。\n从中国中免近期的滚动市盈率就可以看到，尽管是在资金从高估值流向低估值，大盘整体回调的情况下，中免的估值却仍处在历史的平均水平的高位。不过也能看到，随着近两个月股价的回撤，其高估值也在逐渐被消化。\n\n但长远来看，随着疫苗的接种的普及，人们的旅游意愿也在逐渐恢复，再加上离岛免税政策红利的持续刺激下，免税业这一赛道的市场规模在未来几年仍会保持高增速的态势。\n而中国中免作为目前免税行业的绝对龙头，其业绩仍会持续增长，投资者可以静候合适的击球区。","news_type":1,"symbols_score_info":{"601888":0.9}},"isVote":1,"tweetType":1,"viewCount":2207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167428726,"gmtCreate":1624282853965,"gmtModify":1703832371701,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Hh","listText":"Hh","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167428726","repostId":"2145087340","repostType":4,"isVote":1,"tweetType":1,"viewCount":2934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167241924,"gmtCreate":1624273486468,"gmtModify":1703832111060,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Hh","listText":"Hh","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167241924","repostId":"1118470789","repostType":4,"repost":{"id":"1118470789","kind":"news","pubTimestamp":1624271343,"share":"https://ttm.financial/m/news/1118470789?lang=en_US&edition=fundamental","pubTime":"2021-06-21 18:29","market":"hk","language":"zh","title":"CCB, ICBC, Postal Savings and Alipay Suspend Providing Services for Virtual Currency Transactions","url":"https://stock-news.laohu8.com/highlight/detail?id=1118470789","media":"华尔街见闻","summary":"人民银行就虚拟货币交易炒作问题约谈部分银行和支付机构后，多家银行和支付机构发布公告，禁止使用银行服务用于虚拟货币交易。\n6月21日晚间，中国建设银行发布了《关于禁止使用我行服务用于虚拟货币交易的公告》","content":"<p>After the People's Bank of China interviewed some banks and payment institutions on the speculation of virtual currency transactions, a number of banks and payment institutions issued announcements prohibiting the use of banking services for virtual currency transactions.</p><p>On the evening of June 21st, China Construction Bank issued the Announcement on Prohibiting the Use of Our Services for Virtual Currency Transactions.</p><p>The announcement said:</p><p>Virtual currency trading and speculation seriously disturbs the normal order of economy and finance and infringes on people's property security. In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice on Preventing Bitcoin Risks, the Announcement on Preventing Financing Risks of Token Issuance, the Announcement on Preventing Speculation Risks of Virtual Currency Transactions and the recent interview guidance requirements of relevant departments of the People's Bank of China, crack down on virtual currency transactions, protect the property rights and interests of the public, and maintain the normal economic and financial order, our Bank reiterates: First, China Construction Bank strictly implements the relevant national regulatory requirements, abides by the self-discipline commitment of the industry, resolutely does not carry out or participate in any business activities related to virtual currency, and resolutely does not provide any financial products and services such as account opening, registration, trading, clearing and settlement for virtual currency. II. No institution or individual may use the account opened in our Bank for recharging virtual currency transaction funds, withdrawing cash, purchasing or selling related transaction recharge codes and other activities, and may not transfer funds related to virtual currency transactions through the account opened in our Bank. III. Our Bank will continue to strengthen the daily monitoring and investigation of virtual currency transactions. For the above-mentioned behaviors involving virtual currency transactions, once discovered, measures such as suspending relevant account transactions and terminating financial services will be taken immediately. Any clues found to violate laws and regulations will be immediately reported to the relevant departments. Here's a warm reminder: Please enhance your risk awareness, cherish your personal bank accounts, do not use them for virtual currency-related capital transactions, do not participate in virtual currency transaction speculation activities, and beware of damage to your own property and rights. At the same time, Industrial and Commercial Bank of China issued the Statement on Prohibiting the Use of Our Services for Virtual Currency Transactions.</p><p>The statement said:</p><p>In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice on Preventing Bitcoin Risks issued by the People's Bank of China and other five ministries and commissions on December 4, 2013 and the Announcement on Preventing Token Issuance Financing Risks issued by the People's Bank of China and other seven ministries and commissions on September 4, 2017, and protect the property rights and interests of the public and maintain the stability of economic and financial order, according to the recent interview guidance requirements of relevant departments of the People's Bank of China, our Bank reiterates that no institution or individual may use our accounts, products, services and channels for token issuance financing and \"virtual currency\" transactions. The Bank will continue to strengthen monitoring. Once discovered, it has the right to take control measures such as suspending relevant account transactions and cancelling accounts, and report relevant information to relevant departments. The public should be highly alert to the risks of token issuance financing and \"virtual currency\" transactions, improve risk prevention awareness and identification ability, and beware of being deceived. If you find the above-mentioned behaviors, you can report them to our bank. Postal Savings Bank of China also issued the Announcement on Prohibiting the Use of Our Accounts, Products, Services and Channels for Business Activities Related to \"Virtual Currency\".</p><p>The announcement said:</p><p>In order to further implement the spirit of the meeting of the Financial Committee of the State Council, and implement the regulatory regulations such as the Notice of the People's Bank of China and other five ministries and commissions on Preventing Bitcoin Risks (Yinfa [2013] No.289) and the Announcement of the People's Bank of China and other seven ministries and commissions on Preventing Token Issuance Financing Risks, according to the recent interview and guidance requirements of relevant departments of the People's Bank of China, no institution or individual is allowed to use our bank's accounts, products, services and channels for token issuance financing and \"virtual currency\" transactions. The Bank will continue to strengthen the risk monitoring of payment transactions. Once the above-mentioned relevant behaviors are discovered, the Bank has the right to take control measures such as suspension of account transactions and cancellation of accounts, and report relevant information to the regulatory authorities. The public is reminded to be highly alert to the risks of token issuance financing and \"virtual currency\" transactions, improve risk prevention awareness and identification ability, and beware of being deceived. If you find the above-mentioned behaviors, you can report them to our bank. In addition, Alipay issued the \"Statement on Prohibiting the Use of Our Company's Services to Carry out Virtual Currency Transactions such as Bitcoin\" in Weibo, saying that it would monitor and investigate the transactions involving virtual currency, and immediately block them once they are discovered.</p><p>The full text is as follows:</p><p><img src=\"https://static.tigerbbs.com/6437f05904b2ca214edd13a0868306ef\" tg-width=\"640\" tg-height=\"1133\" referrerpolicy=\"no-referrer\"></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CCB, ICBC, Postal Savings and Alipay Suspend Providing Services for Virtual Currency Transactions</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\">\nCCB, ICBC, Postal Savings and Alipay Suspend Providing Services for Virtual Currency Transactions\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\">2021-06-21 18:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After the People's Bank of China interviewed some banks and payment institutions on the speculation of virtual currency transactions, a number of banks and payment institutions issued announcements prohibiting the use of banking services for virtual currency transactions.</p><p>On the evening of June 21st, China Construction Bank issued the Announcement on Prohibiting the Use of Our Services for Virtual Currency Transactions.</p><p>The announcement said:</p><p>Virtual currency trading and speculation seriously disturbs the normal order of economy and finance and infringes on people's property security. In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice on Preventing Bitcoin Risks, the Announcement on Preventing Financing Risks of Token Issuance, the Announcement on Preventing Speculation Risks of Virtual Currency Transactions and the recent interview guidance requirements of relevant departments of the People's Bank of China, crack down on virtual currency transactions, protect the property rights and interests of the public, and maintain the normal economic and financial order, our Bank reiterates: First, China Construction Bank strictly implements the relevant national regulatory requirements, abides by the self-discipline commitment of the industry, resolutely does not carry out or participate in any business activities related to virtual currency, and resolutely does not provide any financial products and services such as account opening, registration, trading, clearing and settlement for virtual currency. II. No institution or individual may use the account opened in our Bank for recharging virtual currency transaction funds, withdrawing cash, purchasing or selling related transaction recharge codes and other activities, and may not transfer funds related to virtual currency transactions through the account opened in our Bank. III. Our Bank will continue to strengthen the daily monitoring and investigation of virtual currency transactions. For the above-mentioned behaviors involving virtual currency transactions, once discovered, measures such as suspending relevant account transactions and terminating financial services will be taken immediately. Any clues found to violate laws and regulations will be immediately reported to the relevant departments. Here's a warm reminder: Please enhance your risk awareness, cherish your personal bank accounts, do not use them for virtual currency-related capital transactions, do not participate in virtual currency transaction speculation activities, and beware of damage to your own property and rights. At the same time, Industrial and Commercial Bank of China issued the Statement on Prohibiting the Use of Our Services for Virtual Currency Transactions.</p><p>The statement said:</p><p>In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice on Preventing Bitcoin Risks issued by the People's Bank of China and other five ministries and commissions on December 4, 2013 and the Announcement on Preventing Token Issuance Financing Risks issued by the People's Bank of China and other seven ministries and commissions on September 4, 2017, and protect the property rights and interests of the public and maintain the stability of economic and financial order, according to the recent interview guidance requirements of relevant departments of the People's Bank of China, our Bank reiterates that no institution or individual may use our accounts, products, services and channels for token issuance financing and \"virtual currency\" transactions. The Bank will continue to strengthen monitoring. Once discovered, it has the right to take control measures such as suspending relevant account transactions and cancelling accounts, and report relevant information to relevant departments. The public should be highly alert to the risks of token issuance financing and \"virtual currency\" transactions, improve risk prevention awareness and identification ability, and beware of being deceived. If you find the above-mentioned behaviors, you can report them to our bank. Postal Savings Bank of China also issued the Announcement on Prohibiting the Use of Our Accounts, Products, Services and Channels for Business Activities Related to \"Virtual Currency\".</p><p>The announcement said:</p><p>In order to further implement the spirit of the meeting of the Financial Committee of the State Council, and implement the regulatory regulations such as the Notice of the People's Bank of China and other five ministries and commissions on Preventing Bitcoin Risks (Yinfa [2013] No.289) and the Announcement of the People's Bank of China and other seven ministries and commissions on Preventing Token Issuance Financing Risks, according to the recent interview and guidance requirements of relevant departments of the People's Bank of China, no institution or individual is allowed to use our bank's accounts, products, services and channels for token issuance financing and \"virtual currency\" transactions. The Bank will continue to strengthen the risk monitoring of payment transactions. Once the above-mentioned relevant behaviors are discovered, the Bank has the right to take control measures such as suspension of account transactions and cancellation of accounts, and report relevant information to the regulatory authorities. The public is reminded to be highly alert to the risks of token issuance financing and \"virtual currency\" transactions, improve risk prevention awareness and identification ability, and beware of being deceived. If you find the above-mentioned behaviors, you can report them to our bank. In addition, Alipay issued the \"Statement on Prohibiting the Use of Our Company's Services to Carry out Virtual Currency Transactions such as Bitcoin\" in Weibo, saying that it would monitor and investigate the transactions involving virtual currency, and immediately block them once they are discovered.</p><p>The full text is as follows:</p><p><img src=\"https://static.tigerbbs.com/6437f05904b2ca214edd13a0868306ef\" tg-width=\"640\" tg-height=\"1133\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633438\">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/69af882c29a3ff047224139fe1096d17","relate_stocks":{"601939":"建设银行"},"source_url":"https://wallstreetcn.com/articles/3633438","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1118470789","content_text":"人民银行就虚拟货币交易炒作问题约谈部分银行和支付机构后，多家银行和支付机构发布公告，禁止使用银行服务用于虚拟货币交易。\n6月21日晚间，中国建设银行发布了《关于禁止使用我行服务用于虚拟货币交易的公告》。\n公告表示：\n\n 虚拟货币交易炒作活动严重扰乱经济金融正常秩序,侵害人民群众财产安全。为进一步贯彻国务院金融委会议精神，落实人民银行等多部委、行业协会《关于防范比特币风险的通知》《关于防范代币发行融资风险的公告》《关于防范虚拟货币交易炒作风险的公告》以及近日人民银行有关部门约谈指导要求，打击虚拟货币交易行为，保护社会公众的财产权益，维护正常经济金融秩序，我行重申：一、建设银行严格落实国家有关监管要求，恪守行业自律承诺，坚决不开展、不参与任何与虚拟货币相关的业务活动，坚决不为虚拟货币提供账户开立、登记、交易、清算、结算等任何金融产品和服务。二、任何机构和个人不得将在我行开立的账户用于虚拟货币的交易资金充值以及提现、购买或销售相关交易充值码等活动，不得通过在我行开立的账户划转与虚拟货币交易相关的资金。三、我行将持续加强涉虚拟货币交易的日常监控排查力度，对于上述涉虚拟货币交易的行为，一经发现将立即采取暂停相关账户交易、终止金融服务等措施。对发现的违法违规线索，将立即向有关部门报告。在此温馨提示：请广大客户增强风险意识，珍惜个人银行账户，不用于虚拟货币相关资金交易，不参与虚拟货币交易炒作活动，谨防自身财产及权益受损。\n\n同一时间，中国工商银行发布了《关于禁止使用我行服务开展虚拟货币交易的声明》。\n声明表示：\n\n 为进一步贯彻国务院金融委会议精神，落实中国人民银行等五部委2013年12月4日《关于防范比特币风险的通知》和中国人民银行等七部委2017年9月4日《关于防范代币发行融资风险的公告》规定，保护社会公众的财产权益，维护经济金融秩序稳定，按照近日人民银行有关部门约谈指导要求，我行重申，任何机构和个人不得利用我行账户、产品、服务、渠道进行代币发行融资和“虚拟货币”交易。我行将持续加强监测，一经发现，有权采取暂停相关账户交易、注销账户等控制措施，并将相关信息报告有关部门。社会公众应高度警惕代币发行融资与“虚拟货币”交易风险，提高风险防范意识和识别能力，谨防上当受骗。若发现上述有关行为，可向我行举报。\n\n中国邮政储蓄银行也发布了《关于禁止使用我行账户、产品、服务、渠道进行 “虚拟货币”相关业务活动的公告》。\n公告表示：\n\n 为进一步贯彻国务院金融委会议精神，落实中国人民银行等五部委《关于防范比特币风险的通知》（银发〔2013〕289号）和中国人民银行等七部委《关于防范代币发行融资风险的公告》等监管规定，按照近日中国人民银行有关部门约谈指导要求，任何机构和个人不得利用我行账户、产品、服务、渠道进行代币发行融资和“虚拟货币”交易。我行将持续加强支付交易环节风险监测，一经发现上述有关行为，我行有权采取暂停账户交易、注销账户等控制措施，并将相关信息报告监管部门。提示社会公众高度警惕代币发行融资与“虚拟货币”交易风险，提高风险防范意识和识别能力，谨防上当受骗。若发现上述有关行为，可向我行举报。\n\n此外，支付宝在微博发布了《关于禁止使用我公司服务开展比特币等虚拟货币交易的声明》，表示将监控排查涉及虚拟货币的交易行为，一经发现立即封堵。\n全文如下：","news_type":1,"symbols_score_info":{"601939":0.9}},"isVote":1,"tweetType":1,"viewCount":1157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164156931,"gmtCreate":1624183904423,"gmtModify":1703830301296,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Jssu","listText":"Jssu","text":"Jssu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164156931","repostId":"2144572796","repostType":4,"repost":{"id":"2144572796","kind":"highlight","pubTimestamp":1624000774,"share":"https://ttm.financial/m/news/2144572796?lang=en_US&edition=fundamental","pubTime":"2021-06-18 15:19","market":"us","language":"zh","title":"Gold plunged nearly 5% overnight! State Street Analyst: No need to panic, the decline is a good time to buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2144572796","media":"英为财情","summary":"英为财情Investing.com –由于美联储加息预期以及美元走强，周三贵金属市场遭遇恐慌性抛售，黄金期货一度跌近5%下破1770美元，钯金甚至大跌10%。道富环球投资管理公司首席黄金分析师Milling-Stanley认为，投资者对加息预期反应过度。“我正在关注黄金市场，现在可能是买入的好时机。”Milling-Stanley补充称，一旦这种恐慌性抛售结束，金价仍将具有良好的支撑，有望反弹到1900美元上方，并在年底前升至2000美元上方。","content":"<p><div>Investing.com – Due to the expectation of the Federal Reserve's rate hike and the strength of the US dollar, the precious metals market suffered a panic selling on Wednesday. Gold futures once fell by nearly 5% below $1,770, and palladium even plummeted by 10%. Milling-Stanley, chief gold analyst at State Street Global Investment Management, believes investors are overreacting to rate hike expectations. He believes there is no need to pay too much attention to the forecast two years from now. \"I'm watching the gold market and now could be a good time to buy.\" Milling-Stanley said, \"I'm seeing a lot of gold...</p><p><a href=\"https://cn.investing.com/news/commodities-news/article-2026820\">Web link</a></div></p>","source":"investing_news","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>Gold plunged nearly 5% overnight! State Street Analyst: No need to panic, the decline is a good time to buy</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\">\nGold plunged nearly 5% overnight! State Street Analyst: No need to panic, the decline is a good time to buy\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">英为财情</strong><span class=\"h-time small\">2021-06-18 15:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Investing.com – Due to the expectation of the Federal Reserve's rate hike and the strength of the US dollar, the precious metals market suffered a panic selling on Wednesday. Gold futures once fell by nearly 5% below $1,770, and palladium even plummeted by 10%. Milling-Stanley, chief gold analyst at State Street Global Investment Management, believes investors are overreacting to rate hike expectations. He believes there is no need to pay too much attention to the forecast two years from now. \"I'm watching the gold market and now could be a good time to buy.\" Milling-Stanley said, \"I'm seeing a lot of gold...</p><p><a href=\"https://cn.investing.com/news/commodities-news/article-2026820\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cn.investing.com/news/commodities-news/article-2026820\">英为财情</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a710f0e16d2fb84784400d545feef76f","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF华安","DUST":"二倍做空黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares","GLD":"黄金ETF-SPDR","NUGT":"二倍做多黄金矿业指数ETF-Direxion","GDX":"黄金矿业ETF-VanEck"},"source_url":"https://cn.investing.com/news/commodities-news/article-2026820","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144572796","content_text":"英为财情Investing.com –由于美联储加息预期以及美元走强，周三贵金属市场遭遇恐慌性抛售，黄金期货一度跌近5%下破1770美元，钯金甚至大跌10%。\n道富环球投资管理公司首席黄金分析师Milling-Stanley认为，投资者对加息预期反应过度。他认为，不需要过多关注两年后的预测。\n“我正在关注黄金市场，现在可能是买入的好时机。”Milling-Stanley表示，“我看到了黄金大量恐慌性抛售，我认为这种情况不会持续太久。虽然市场预期会有更高的通胀和加息，但他们完全忽略了一个事实，即加息至少要等到两年之后，两年内会发生很多事情。”\nMilling-Stanley补充称，一旦这种恐慌性抛售结束，金价仍将具有良好的支撑，有望反弹到1900美元上方，并在年底前升至2000美元上方。\n他还表示，美联储很多预测都取决于通胀情况，如果通胀回落到2%-3%之间，美联储不会急于加息。\n即使美联储进入加息通道，Milling-Stanley也认为黄金表现将不错。“美联储上一次处于加息通道是2015年12月至2018年12月之间，黄金在那期间累计上涨了21%，从1050美元升至1270美元。”\n截至撰稿，黄金期货交投于1785美元，日内微涨0.59%。\n【本文来自英为财情Investing.com，阅读更多请登录cn.Investing.com或下载英为财情 App】\n推荐阅读\n重磅！美联储突然提高两大利率，预测2023年底两次加息\n5月经济数据点评：经济放缓的压力有多大？\n经济数据不及预期，利率反而上行？\n张瑜：中美5月“松”的不同，未来也不同\n（编辑：陈涵）","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"GLD":0.6,"NUGT":0.6,"IAU":0.6,"GCmain":1,"SGCmain":0.6,"DUST":0.6,"GDX":0.6,"SGUmain":0.6,"MGCmain":1}},"isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164156049,"gmtCreate":1624183887381,"gmtModify":1703830301459,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Dhej","listText":"Dhej","text":"Dhej","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164156049","repostId":"2144720142","repostType":4,"isVote":1,"tweetType":1,"viewCount":1413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164158584,"gmtCreate":1624183869748,"gmtModify":1703830300642,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ddi","listText":"Ddi","text":"Ddi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164158584","repostId":"2144277819","repostType":4,"repost":{"id":"2144277819","kind":"highlight","pubTimestamp":1624007114,"share":"https://ttm.financial/m/news/2144277819?lang=en_US&edition=fundamental","pubTime":"2021-06-18 17:05","market":"us","language":"zh","title":"Premarket Movement: Gold Stocks Collectively Higher, Barrick Gold, Jintian Up Over 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2144277819","media":"英为财情","summary":"英为财情Investing.com –尽管黄金期货周四大跌近5%，但黄金股在周五美股盘前仍然集体走高。巴里克黄金  、金田 均涨超2%，哈莫尼黄金 涨近2%。道富环球投资管理公司首席黄金分析师Milling-Stanley表示，投资者对加息预期反应过度，现在正是买入黄金的好时机。他认为，在恐慌性抛售结束后，金价将获得良好支撑，有望反弹到1900美元上方。美联储突然提高两大利率，预测2023年底两次加息。经济数据不及预期，利率反而上行？","content":"<p><div>Investing.com – Although gold futures plunged nearly 5% on Thursday, gold stocks remained collectively higher before the U.S. stock market on Friday. Barrick GOLD (NYSE:GOLD) and Jintian (NYSE:GFI) both rose more than 2%, and Harmony GOLD (NYSE:HMY) rose nearly 2%. Milling-Stanley, chief gold analyst at State Street Global Investment Management, said investors have overreacted to rate hike expectations and now is a good time to buy gold. He believes that after the panic selling is over, gold will be well supported and on track for a rebound...</p><p><a href=\"https://cn.investing.com/news/stock-market-news/article-2026852\">Web link</a></div></p>","source":"investing_news","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>Premarket Movement: Gold Stocks Collectively Higher, Barrick Gold, Jintian Up Over 2%</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\">\nPremarket Movement: Gold Stocks Collectively Higher, Barrick Gold, Jintian Up Over 2%\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">英为财情</strong><span class=\"h-time small\">2021-06-18 17:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Investing.com – Although gold futures plunged nearly 5% on Thursday, gold stocks remained collectively higher before the U.S. stock market on Friday. Barrick GOLD (NYSE:GOLD) and Jintian (NYSE:GFI) both rose more than 2%, and Harmony GOLD (NYSE:HMY) rose nearly 2%. Milling-Stanley, chief gold analyst at State Street Global Investment Management, said investors have overreacted to rate hike expectations and now is a good time to buy gold. He believes that after the panic selling is over, gold will be well supported and on track for a rebound...</p><p><a href=\"https://cn.investing.com/news/stock-market-news/article-2026852\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cn.investing.com/news/stock-market-news/article-2026852\">英为财情</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c307757575ffe3d6ca9295ced646627f","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF华安","GLD":"黄金ETF-SPDR","IAU":"黄金信托ETF-iShares","GFI":"金田","NUGT":"二倍做多黄金矿业指数ETF-Direxion","GDX":"黄金矿业ETF-VanEck","ABX":"Abacus Global Management Inc.","GOLD":"Gold.com","DUST":"二倍做空黄金矿业指数ETF-Direxion"},"source_url":"https://cn.investing.com/news/stock-market-news/article-2026852","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144277819","content_text":"英为财情Investing.com –尽管黄金期货周四大跌近5%，但黄金股在周五美股盘前仍然集体走高。巴里克黄金  (NYSE:GOLD)、金田 (NYSE:GFI)均涨超2%，哈莫尼黄金 (NYSE:HMY)涨近2%。\n道富环球投资管理公司首席黄金分析师Milling-Stanley表示，投资者对加息预期反应过度，现在正是买入黄金的好时机。他认为，在恐慌性抛售结束后，金价将获得良好支撑，有望反弹到1900美元上方。\n【本文来自英为财情Investing.com，阅读更多请登录cn.Investing.com或下载英为财情 App】\n推荐阅读\n重磅！美联储突然提高两大利率，预测2023年底两次加息\n5月经济数据点评：经济放缓的压力有多大？\n经济数据不及预期，利率反而上行？\n张瑜：中美5月“松”的不同，未来也不同\n（编辑：陈涵）","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"SGUmain":0.6,"NUGT":0.6,"MGCmain":1,"ABX":1,"DUST":0.6,"SGCmain":0.6,"GLD":0.6,"IAU":0.6,"GCmain":1,"GFI":1,"GDX":0.6,"GOLD":1}},"isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164158275,"gmtCreate":1624183856497,"gmtModify":1703830300806,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Nddn","listText":"Nddn","text":"Nddn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164158275","repostId":"2144277819","repostType":4,"isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165119241,"gmtCreate":1624105039083,"gmtModify":1703828879352,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Bj","listText":"Bj","text":"Bj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165119241","repostId":"2144773990","repostType":4,"repost":{"id":"2144773990","kind":"news","pubTimestamp":1624009905,"share":"https://ttm.financial/m/news/2144773990?lang=en_US&edition=fundamental","pubTime":"2021-06-18 17:51","market":"sh","language":"zh","title":"Gold Price Plunges U.S. Stocks Gold Stocks Flash Crash How A Shares React","url":"https://stock-news.laohu8.com/highlight/detail?id=2144773990","media":"同花顺财经","summary":"黄金价格暴跌 美股黄金股闪崩 A股反应如何 来源：银柿财经6月18日，A股黄金行业板块个股涨跌不一。受此影响，当日美股黄金股表现低迷。华泰期货的研报表示，此次黄金价格在美联储利率决议之后的回落，更多的是市场对于美联储关于对于未来经济增长超预期的乐观展望所致，而非是源于联储对于货币政策导向有着根本性的变更的指引。","content":"<p><html><body>Original title: The price of gold plummeted, US stocks, gold stocks, flash crash, how did A shares react Source: Yinshi Finance</p><p>On June 18th, stocks in the A-share gold industry sector were mixed. As of the close,<a href=\"https://laohu8.com/S/601899\">Zijin Mining</a>(601899.SH) fell 1.01%,<a href=\"https://laohu8.com/S/600988\">Chifeng Gold</a>(600988.SH) fell 0.58%,<a href=\"https://laohu8.com/S/600547\">Shandong Gold</a>(600547.SH) fell 0.46%,<a href=\"https://laohu8.com/S/600489\">CICC Gold</a>(600489.SH),<a href=\"https://laohu8.com/S/000975\">Yintai Gold</a>(000975.SZ) followed the decline,<a href=\"https://laohu8.com/S/600311\">ST Wing Wah</a>(600311.SH) rose 4.07%,<a href=\"https://laohu8.com/S/002237\">Hengbang Shares</a>(002237.SZ) rose 1.38%,<a href=\"https://laohu8.com/S/002155\">Hunan Gold</a>(002155.SZ) and other stocks rose slightly.</p><p>On the news side, yesterday evening, regardless of the futures spot, the prices of gold and silver plunged one after another.</p><p>Gold futures on the New York Mercantile Exchange (COMEX) closed plummeting by $86.60, or 4.65%, to $1,774.80/oz, a new low since the end of April, and spot gold also fell by more than 2%.</p><p>COMEX silver futures fell by 7.03% to $25.86/oz, a new low since April 20th, and spot silver fell by more than 4%.</p><p>Affected by this, the performance of US gold stocks was sluggish that day. Gold mining company<a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>(NEM.US) plunged 6.98%,<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(GOLD.US) plunged 6.33% and Anglo GOLD (AU.US) plunged 4.28%</p><p>Some insiders said that investors are selling gold as the market expects the Federal Reserve to take inflation more seriously and take more aggressive measures to reduce it. In addition, higher interest rates will benefit assets such as bonds, which will make gold less attractive.</p><p>Previously, the Federal Reserve announced the latest interest rate decision, kept the benchmark interest rate of 0 0.25% and the bond purchase plan unchanged, raised the IOER and overnight reverse repo rates, and raised the inflation expectation for this year and next.</p><p>Meanwhile, according to the Fed's \"interest rate dot plot,\" the Fed's rate hike expectations have been brought forward, with two rate hike expected before the end of 2023. Federal Reserve Chairman Powell also said at the news conference that officials have begun discussions about tapering bond purchases.</p><p>According to the research report of Huatai Futures, the decline in gold price after the Fed's interest rate decision was more due to the market's optimistic outlook for the Fed's future economic growth beyond expectations, rather than the Fed's guidance on fundamental changes in monetary policy orientation. On the night of the announcement of the interest rate resolution, the change of the yield of long-term US bonds was actually very limited, which shows that the market has ignored the pricing logic of the interest rate in the short term.</p><p></body></html></p>","source":"sina_symbol","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>Gold Price Plunges U.S. Stocks Gold Stocks Flash Crash How A Shares React</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\">\nGold Price Plunges U.S. Stocks Gold Stocks Flash Crash How A Shares React\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">同花顺财经</strong><span class=\"h-time small\">2021-06-18 17:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Original title: The price of gold plummeted, US stocks, gold stocks, flash crash, how did A shares react Source: Yinshi Finance</p><p>On June 18th, stocks in the A-share gold industry sector were mixed. As of the close,<a href=\"https://laohu8.com/S/601899\">Zijin Mining</a>(601899.SH) fell 1.01%,<a href=\"https://laohu8.com/S/600988\">Chifeng Gold</a>(600988.SH) fell 0.58%,<a href=\"https://laohu8.com/S/600547\">Shandong Gold</a>(600547.SH) fell 0.46%,<a href=\"https://laohu8.com/S/600489\">CICC Gold</a>(600489.SH),<a href=\"https://laohu8.com/S/000975\">Yintai Gold</a>(000975.SZ) followed the decline,<a href=\"https://laohu8.com/S/600311\">ST Wing Wah</a>(600311.SH) rose 4.07%,<a href=\"https://laohu8.com/S/002237\">Hengbang Shares</a>(002237.SZ) rose 1.38%,<a href=\"https://laohu8.com/S/002155\">Hunan Gold</a>(002155.SZ) and other stocks rose slightly.</p><p>On the news side, yesterday evening, regardless of the futures spot, the prices of gold and silver plunged one after another.</p><p>Gold futures on the New York Mercantile Exchange (COMEX) closed plummeting by $86.60, or 4.65%, to $1,774.80/oz, a new low since the end of April, and spot gold also fell by more than 2%.</p><p>COMEX silver futures fell by 7.03% to $25.86/oz, a new low since April 20th, and spot silver fell by more than 4%.</p><p>Affected by this, the performance of US gold stocks was sluggish that day. Gold mining company<a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>(NEM.US) plunged 6.98%,<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(GOLD.US) plunged 6.33% and Anglo GOLD (AU.US) plunged 4.28%</p><p>Some insiders said that investors are selling gold as the market expects the Federal Reserve to take inflation more seriously and take more aggressive measures to reduce it. In addition, higher interest rates will benefit assets such as bonds, which will make gold less attractive.</p><p>Previously, the Federal Reserve announced the latest interest rate decision, kept the benchmark interest rate of 0 0.25% and the bond purchase plan unchanged, raised the IOER and overnight reverse repo rates, and raised the inflation expectation for this year and next.</p><p>Meanwhile, according to the Fed's \"interest rate dot plot,\" the Fed's rate hike expectations have been brought forward, with two rate hike expected before the end of 2023. Federal Reserve Chairman Powell also said at the news conference that officials have begun discussions about tapering bond purchases.</p><p>According to the research report of Huatai Futures, the decline in gold price after the Fed's interest rate decision was more due to the market's optimistic outlook for the Fed's future economic growth beyond expectations, rather than the Fed's guidance on fundamental changes in monetary policy orientation. On the night of the announcement of the interest rate resolution, the change of the yield of long-term US bonds was actually very limited, which shows that the market has ignored the pricing logic of the interest rate in the short term.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-18/doc-ikqciyzk0403936.shtml\">同花顺财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF华安","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion","GLD":"黄金ETF-SPDR","IAU":"黄金信托ETF-iShares","GDX":"黄金矿业ETF-VanEck"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-18/doc-ikqciyzk0403936.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144773990","content_text":"原标题：黄金价格暴跌 美股黄金股闪崩 A股反应如何 来源：银柿财经6月18日，A股黄金行业板块个股涨跌不一。截至收盘，紫金矿业（601899.SH）下跌1.01%，赤峰黄金（600988.SH）下跌0.58%，山东黄金（600547.SH）下跌0.46%，中金黄金（600489.SH）、银泰黄金（000975.SZ）跟跌，ST荣华（600311.SH）上涨4.07%，恒邦股份（002237.SZ）上涨1.38%，湖南黄金（002155.SZ）等股小幅上涨。消息面上来看，昨日晚间，不论期货现货，黄金、白银价格纷纷跳水。纽约商业交易所（COMEX）黄金期货收盘暴跌86.60美元，跌幅达4.65%，报1774.80美元/盎司，创4月底以来的新低，现货黄金也跌超2%。COMEX白银期货更是大跌7.03%，报25.86美元/盎司，创4月20日以来新低，现货白银跌逾4%。受此影响，当日美股黄金股表现低迷。金矿公司纽曼矿业（NEM.US）大跌6.98%，巴里克黄金（GOLD.US）大跌6.33%，盎格鲁黄金（AU.US）大跌4.28%有业内人士表示，由于市场预计美联储将更加严肃地对待通胀问题，并采取更积极的措施降低通货膨胀，投资者正在抛售黄金。此外，更高的利率将会使得债券等资产受益，这将降低黄金的吸引力。此前美联储公布最新利率决议，维持0 0.25%的基准利率以及购债计划不变，上调IOER和隔夜逆回购利率，并上调了今明两年的通胀预期。与此同时，根据美联储的“利率点阵图”，美联储加息预期有所提前，预计2023年末之前将加息两次。美联储主席鲍威尔在新闻发布会上还表示，官员们已经开始讨论缩减购债计划。华泰期货的研报表示，此次黄金价格在美联储利率决议之后的回落，更多的是市场对于美联储关于对于未来经济增长超预期的乐观展望所致，而非是源于联储对于货币政策导向有着根本性的变更的指引。利率决议结果公布当晚，长端美债收益率变化实则十分有限，可见市场短期内对于利率端的定价逻辑有所忽略。","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"MGCmain":1,"DUST":0.6,"GCmain":1,"IAU":0.6,"SGUmain":0.6,"GDX":0.6,"SGCmain":0.6,"GLD":0.6,"NUGT":0.6}},"isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165119883,"gmtCreate":1624105024842,"gmtModify":1703828879024,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165119883","repostId":"2144720142","repostType":4,"isVote":1,"tweetType":1,"viewCount":1088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165119179,"gmtCreate":1624105011791,"gmtModify":1703828878698,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Bb","listText":"Bb","text":"Bb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165119179","repostId":"2144722772","repostType":4,"repost":{"id":"2144722772","kind":"news","pubTimestamp":1624001100,"share":"https://ttm.financial/m/news/2144722772?lang=en_US&edition=fundamental","pubTime":"2021-06-18 15:25","market":"hk","language":"zh","title":"Deng Yinghai: International Gold Price Technically Exists Repair Demand Latest Gold Trend Analysis","url":"https://stock-news.laohu8.com/highlight/detail?id=2144722772","media":"新浪财经","summary":"6月18日，周五，国际金价小幅反弹，但此前两个交易日连续重挫，美联储就潜在货币政策调整释放出的鹰派信息支撑了美元和债券，削弱了黄金作为通胀对冲的吸引力。技术上看走势存在修复需求，金价短线或反弹至1803美元。　　金价本周累计跌幅近5%，或创下2020年3月以来最差周度表现；美指本周累计上涨逾1.6%，有望录得2020年9月以来最大周阳线；10年期美债收益率稳于1.50%以上，增加了持有无息黄金的机会成本。","content":"<p><html><body><div>Friday, June 18, International<span>Gold price</span><span></span>It rebounded slightly, but after two consecutive slumps in the previous trading days, the hawkish message released by the Federal Reserve on potential monetary policy adjustments supported the dollar and bonds, weakening the attractiveness of gold as an inflation hedge. Technically, there is a need to repair the trend, and the gold price may rebound to $1,803 in the short term.</p><p>At 14: 02 Beijing time, spot gold rose by 0.57% to $1,783.67/oz; The main COMEX gold futures contract rose 0.51% to $1,783.7/oz; the US Dollar Index rose 0.05% to 91.956.</p><p>The price of gold has fallen by nearly 5% this week, or the worst weekly performance since March 2020; The US index has risen by more than 1.6% this week, and is expected to record the largest weekly positive line since September 2020; The yield of 10-year U.S. bonds was stable above 1.50%, increasing the opportunity cost of holding interest-free gold.</p><p>Federal Reserve officials have already begun to release messages of pulling out of super-loose monetary policy. So far, the exit has been relatively smooth, but they also hinted that this tightening will come faster than the previous crisis.</p><p>Gold Trend Analysis:</p><p>After the gold plunge, it needs to be shocked and corrected, and the line will rebound. In early trading, the current price of 1781 rose to 1787 as scheduled, with a 30-minute small double-bottom structure. The gold European market fell back depending on 1775 support, and the upper part paid attention to the pressure of 1800 integer mark!</p><p>The downward trend of gold is not over, but there is no market that only falls but does not rise. After the big drop, it is also necessary to rebound and oscillate to recover strength! Yesterday, gold got obvious support at the position of 1770. Today, a small unilateral rebound and the understanding of short profit-taking made the short-term market fluctuate, but the magnitude of the rebound is still uncertain, and the obvious pressure above is the position of 1800!</p><p>Short-term gold will rebound first, then empty after encountering resistance above, fluctuating trend, high throwing and low sucking operation, and flexible response! In the general direction, it is mainly high altitude, supplemented by low altitude! It was said in the morning that there are only two situations where you can do more with confidence and boldness. The first is deep V, and the second is Dayang's rise!</p><p>If the European market breaks through 1800 strongly, we will re-examine the current market and announce the current price strategy at the first time. At present, short-term gold is strong, so step back first! Defend the support of 1770!</p><p><div></div><font><a href=\"https://laohu8.com/S/SINA\">SINA</a>Disclaimer: Sina.com published this article for the purpose of conveying more information, and does not mean to agree with its views or confirm its description. The contents of this article are for reference only and do not constitute investment advice. Investors operate accordingly at their own risk.</font><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in Sina Finance APP</div></div>Editor in charge: Chen Ping</p><p></div></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>Deng Yinghai: International Gold Price Technically Exists Repair Demand Latest Gold Trend Analysis</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\">\nDeng Yinghai: International Gold Price Technically Exists Repair Demand Latest Gold Trend Analysis\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-06-18 15:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div>Friday, June 18, International<span>Gold price</span><span></span>It rebounded slightly, but after two consecutive slumps in the previous trading days, the hawkish message released by the Federal Reserve on potential monetary policy adjustments supported the dollar and bonds, weakening the attractiveness of gold as an inflation hedge. Technically, there is a need to repair the trend, and the gold price may rebound to $1,803 in the short term.</p><p>At 14: 02 Beijing time, spot gold rose by 0.57% to $1,783.67/oz; The main COMEX gold futures contract rose 0.51% to $1,783.7/oz; the US Dollar Index rose 0.05% to 91.956.</p><p>The price of gold has fallen by nearly 5% this week, or the worst weekly performance since March 2020; The US index has risen by more than 1.6% this week, and is expected to record the largest weekly positive line since September 2020; The yield of 10-year U.S. bonds was stable above 1.50%, increasing the opportunity cost of holding interest-free gold.</p><p>Federal Reserve officials have already begun to release messages of pulling out of super-loose monetary policy. So far, the exit has been relatively smooth, but they also hinted that this tightening will come faster than the previous crisis.</p><p>Gold Trend Analysis:</p><p>After the gold plunge, it needs to be shocked and corrected, and the line will rebound. In early trading, the current price of 1781 rose to 1787 as scheduled, with a 30-minute small double-bottom structure. The gold European market fell back depending on 1775 support, and the upper part paid attention to the pressure of 1800 integer mark!</p><p>The downward trend of gold is not over, but there is no market that only falls but does not rise. After the big drop, it is also necessary to rebound and oscillate to recover strength! Yesterday, gold got obvious support at the position of 1770. Today, a small unilateral rebound and the understanding of short profit-taking made the short-term market fluctuate, but the magnitude of the rebound is still uncertain, and the obvious pressure above is the position of 1800!</p><p>Short-term gold will rebound first, then empty after encountering resistance above, fluctuating trend, high throwing and low sucking operation, and flexible response! In the general direction, it is mainly high altitude, supplemented by low altitude! It was said in the morning that there are only two situations where you can do more with confidence and boldness. The first is deep V, and the second is Dayang's rise!</p><p>If the European market breaks through 1800 strongly, we will re-examine the current market and announce the current price strategy at the first time. At present, short-term gold is strong, so step back first! Defend the support of 1770!</p><p><div></div><font><a href=\"https://laohu8.com/S/SINA\">SINA</a>Disclaimer: Sina.com published this article for the purpose of conveying more information, and does not mean to agree with its views or confirm its description. The contents of this article are for reference only and do not constitute investment advice. Investors operate accordingly at their own risk.</font><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in Sina Finance APP</div></div>Editor in charge: Chen Ping</p><p></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/money/nmetal/hjfx/2021-06-18/doc-ikqcfnca1774746.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1d244c78090ebb3923bbecebff5ffcb8","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF华安","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares","DUST":"二倍做空黄金矿业指数ETF-Direxion","GLD":"黄金ETF-SPDR","GDX":"黄金矿业ETF-VanEck"},"source_url":"https://finance.sina.com.cn/money/nmetal/hjfx/2021-06-18/doc-ikqcfnca1774746.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2144722772","content_text":"6月18日，周五，国际金价小幅反弹，但此前两个交易日连续重挫，美联储就潜在货币政策调整释放出的鹰派信息支撑了美元和债券，削弱了黄金作为通胀对冲的吸引力。技术上看走势存在修复需求，金价短线或反弹至1803美元。\n　　北京时间14：02，现货黄金上涨0.57%至1783.67美元/盎司；COMEX期金主力合约上涨0.51%至1783.7美元/盎司；美元指数上浮0.05%至91.956。\n　　金价本周累计跌幅近5%，或创下2020年3月以来最差周度表现；美指本周累计上涨逾1.6%，有望录得2020年9月以来最大周阳线；10年期美债收益率稳于1.50%以上，增加了持有无息黄金的机会成本。\n　　美联储官员已经已经开始释出退出超级宽松货币政策的讯息。到目前为止，退出举动相对平顺，但他们也暗示这次收紧的速度会较前上次危机来得快。\n　　黄金走势分析：\n　　黄金大跌后需要震荡修正，线看反弹，早盘1781现价多单如期涨至1787一线收割，30分钟小双底结构，黄金欧盘回落依托1775支撑再多，上方关注1800整数关口压力！\n　　黄金趋势下跌没有结束，但没有只跌不涨的行情，大跌后同样也需要反弹震荡修正，重新积蓄力量！而昨日黄金在1770位置获得明显支撑，今日单边小反弹，空头获利盘的了解，使短线行情陷入震荡的，但反弹的幅度尚不确定，上方明显的压力就是1800位置！\n　　短线黄金看反弹先多，上方遇阻后再空，震荡走势，高抛低吸操作，灵活应对！大方向上还是以高空为主，低多为辅！早盘说过，只有两种情况下才可以放心大胆干多，第一种就是深V，第二种就是大阳拉升！\n　　如果欧盘强势突破1800，我们则会重新审视当前的行情也会在第一时间公布现价策略，当前短线黄金强势，回踩先多！防守1770的支撑！\n\n\n新浪声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈平","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"SGCmain":0.6,"DUST":0.6,"GDX":0.6,"GLD":0.6,"NUGT":0.6,"GCmain":1,"SGUmain":0.6,"MGCmain":1,"IAU":0.6}},"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165119080,"gmtCreate":1624104999940,"gmtModify":1703828878368,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Hh","listText":"Hh","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165119080","repostId":"2144773990","repostType":4,"isVote":1,"tweetType":1,"viewCount":1158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165110523,"gmtCreate":1624104985462,"gmtModify":1703828878205,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Hbb","listText":"Hbb","text":"Hbb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165110523","repostId":"2144773990","repostType":4,"isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":162177521,"gmtCreate":1624052660363,"gmtModify":1703827567719,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573541608753389","authorIdStr":"3573541608753389"},"themes":[],"htmlText":"dd","listText":"dd","text":"dd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/162177521","repostId":"2144791497","repostType":4,"repost":{"id":"2144791497","kind":"highlight","pubTimestamp":1624019222,"share":"https://ttm.financial/m/news/2144791497?lang=en_US&edition=fundamental","pubTime":"2021-06-18 20:27","market":"hk","language":"zh","title":"Fed officials speak with eagle flavor, gold falls below 1780 again","url":"https://stock-news.laohu8.com/highlight/detail?id=2144791497","media":"金十数据","summary":"美联储布拉德再谈提前加息和缩减购债，黄金失守1780，白银跌破26。","content":"<p><html><body>Before the US market on Friday, Bullard of the Federal Reserve delivered a speech, talking about early rate hike and tapering bond purchases.</p><p><strong><span>Gold fell about $8 in the short term after hearing the news, and silver fell below the 26 integer mark. the US Dollar Index rose strongly during the day, once setting a new high in two months.</span></strong></p><p><img src=\"https://cdn-news.jin10.com/4c26cbed-0d10-4dc9-ac18-df59788654b3.png\"/></p><p>Non-US currency pairs have also fallen due to the strength of the US dollar. The euro fell by 20 points against the US dollar in the short term, and the Australian dollar fell below the 0.75 integer mark against the US dollar for the first time since December last year; The New Zealand dollar fell about 20 points against the US dollar in the short term, falling more than 0.7% in the day.</p><p>The panic index VIX rose 2.58 points on the day to 20.33, a new high since May 21.</p><p>Bullard believes the U.S. can reach its target of inflation above 2% in 2021-2022, which is now worse than expected. He said:</p><p>The Fed has been surprised by the last 6 months (the unexpected rise in inflation), so naturally we are slightly hawkish.</p><p>Recent data is good, expect more improvement in the labor market</p><p>Some (inflation) upside risks remain, with inflation expected to hit 2.5% to 3% by 2022, meeting the framework target and justifying rate hike.</p><p>The upcoming debate on infrastructure plans is unlikely to affect monetary policy. Inflation upside risk is \"fine\" because that's exactly what the Fed wants to achieve.</p><p>Speaking about current monetary policy, he believes that policy is generally \"good so far\", but the Fed must remain \"flexible\".</p><p>Speaking about tapering bond purchases, Bullard said:</p><p>\"Fed Chairman Powell officially began discussions this week on tapering bond purchases.</p><p>Tapering bond purchases is a complex issue that needs to be addressed on several fronts, including speed, home mortgage-backed securities, and the Treasury Department.</p><p>Supporting month-to-month tapering of bond purchases should depend more on the state of the economy, the path of inflation and the view of reopening. \"</p><p></body></html></p>","source":"xnew_highlight","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>Fed officials speak with eagle flavor, gold falls below 1780 again</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\">\nFed officials speak with eagle flavor, gold falls below 1780 again\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-06-18 20:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Before the US market on Friday, Bullard of the Federal Reserve delivered a speech, talking about early rate hike and tapering bond purchases.</p><p><strong><span>Gold fell about $8 in the short term after hearing the news, and silver fell below the 26 integer mark. the US Dollar Index rose strongly during the day, once setting a new high in two months.</span></strong></p><p><img src=\"https://cdn-news.jin10.com/4c26cbed-0d10-4dc9-ac18-df59788654b3.png\"/></p><p>Non-US currency pairs have also fallen due to the strength of the US dollar. The euro fell by 20 points against the US dollar in the short term, and the Australian dollar fell below the 0.75 integer mark against the US dollar for the first time since December last year; The New Zealand dollar fell about 20 points against the US dollar in the short term, falling more than 0.7% in the day.</p><p>The panic index VIX rose 2.58 points on the day to 20.33, a new high since May 21.</p><p>Bullard believes the U.S. can reach its target of inflation above 2% in 2021-2022, which is now worse than expected. He said:</p><p>The Fed has been surprised by the last 6 months (the unexpected rise in inflation), so naturally we are slightly hawkish.</p><p>Recent data is good, expect more improvement in the labor market</p><p>Some (inflation) upside risks remain, with inflation expected to hit 2.5% to 3% by 2022, meeting the framework target and justifying rate hike.</p><p>The upcoming debate on infrastructure plans is unlikely to affect monetary policy. Inflation upside risk is \"fine\" because that's exactly what the Fed wants to achieve.</p><p>Speaking about current monetary policy, he believes that policy is generally \"good so far\", but the Fed must remain \"flexible\".</p><p>Speaking about tapering bond purchases, Bullard said:</p><p>\"Fed Chairman Powell officially began discussions this week on tapering bond purchases.</p><p>Tapering bond purchases is a complex issue that needs to be addressed on several fronts, including speed, home mortgage-backed securities, and the Treasury Department.</p><p>Supporting month-to-month tapering of bond purchases should depend more on the state of the economy, the path of inflation and the view of reopening. \"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=76297&type=news\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn-news.jin10.com/f6ff9ea6-4079-4c87-a609-91f88a90f4cc.jpg/lite","relate_stocks":{"159934":"黄金ETF","161125":"标普500","513500":"标普500ETF博时","518880":"黄金ETF华安","SPXU":"三倍做空标普500ETF-ProShares","DOG":"道指ETF-ProShares做空","IAU":"黄金信托ETF-iShares","GDX":"黄金矿业ETF-VanEck","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","SPY":"标普500ETF","SSO":"2倍做多标普500ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","SH":"做空标普500-Proshares","DJX":"1/100道琼斯","OEX":"标普100","QID":"两倍做空纳斯达克指数ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IVV":"标普500ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯","DUST":"二倍做空黄金矿业指数ETF-Direxion","GLD":"黄金ETF-SPDR","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF",".SPX":"S&P 500 Index"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=76297&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144791497","content_text":"周五美盘前，美联储布拉德发表讲话，再谈提前加息和缩减购债。黄金闻讯短线跌约8美元，白银失守26整数关口。美元指数日内强势上扬，一度刷新两个月以来新高。非美货币对受美元走强影响也纷纷下挫，欧元兑美元短线走低20点，澳元兑美元跌破0.75整数关口，为去年12月以来首次；纽元兑美元短线跌约20点，日内跌超0.7%。 恐慌指数VIX日内上涨2.58点，报20.33，创5月21日以来新高。布拉德认为，美国可以在2021-2022年实现通胀高于2%的目标，目前通胀比预期更加严重。他表示：美联储对过去6个月（通胀率意外上升）感到意外，因此很自然我们稍微偏鹰派。近期数据表现不错，预计劳动力市场会出现更多改善一些（通胀）上行风险仍然存在，预计到2022年，通胀率将达到2.5%至3%，达到框架目标，并有理由加息。即将到来的基建计划辩论不太可能影响货币政策。通胀上行风险“没问题”，因为这正是美联储希望实现的目标。谈及目前的货币政策，他认为，政策总体上“到目前为止还不错”，但美联储必须保持“灵活”。谈及缩减购债，布拉德表示：“美联储主席鲍威尔本周正式开始就缩减购债进行讨论。 缩减购债规模是一个复杂的问题，需要解决几个方面的问题，包括速度、住房抵押贷款支持证券和财政部。支持逐月缩减购债规模应更多地取决于经济状况、通胀路径和重新开放的观点。”","news_type":1,"symbols_score_info":{"159934":0.6,"161125":0.6,"513500":0.6,"518880":0.6,"SDS":0.6,"SH":0.6,"DOG":0.6,"OEF":0.6,"UDOW":0.6,"NQmain":0.6,"OEX":0.6,"SGCmain":0.6,"IAU":0.6,"NUGT":0.6,"UPRO":0.6,"SPY":1,"TQQQ":0.6,"SSO":0.6,"MGCmain":1,"QQQ":0.6,"GCmain":1,"SGUmain":0.6,"SQQQ":0.6,"QLD":0.6,"DJX":0.6,".SPX":0.6,"DXD":0.6,".DJI":1,"SDOW":0.6,"QID":0.6,"MNQmain":0.6,"IVV":0.6,"GDX":0.6,"GLD":0.6,"SPXU":0.6,".IXIC":1,"PSQ":0.6,"DDM":0.6,"ESmain":0.6,"DUST":0.6}},"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167426536,"gmtCreate":1624282876225,"gmtModify":1703832373665,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573541608753389","authorIdStr":"3573541608753389"},"themes":[],"htmlText":"Ff","listText":"Ff","text":"Ff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167426536","repostId":"1132614785","repostType":4,"isVote":1,"tweetType":1,"viewCount":3512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163841890,"gmtCreate":1623877925210,"gmtModify":1703822114510,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573541608753389","authorIdStr":"3573541608753389"},"themes":[],"htmlText":"Ooo","listText":"Ooo","text":"Ooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163841890","repostId":"1146756294","repostType":4,"repost":{"id":"1146756294","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":1623856744,"share":"https://ttm.financial/m/news/1146756294?lang=en_US&edition=fundamental","pubTime":"2021-06-16 23:19","market":"other","language":"zh","title":"Some WSB Concept Stocks Go Down, AMC Cinema Line Drops Over 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146756294","media":"老虎资讯综合","summary":"6月16日，部分WSB概念股下行，AMC院线跌超10%，黑莓跌超8%，游戏驿站、ContextLogic跌超4%。","content":"<p>On June 16th, some WSB concept stocks went down,<a href=\"https://laohu8.com/S/AMC\">AMC Cinema</a>dropped by more than 10%,<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>fell by more than 8%,<a href=\"https://laohu8.com/S/GME\">Game Station</a>、<a href=\"https://laohu8.com/S/WISH\">ContextLogic</a>It fell by more than 4%.</p><p><img src=\"https://static.tigerbbs.com/dbeb078de2de6d1611ad66c88cca74b4\" 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>Some WSB Concept Stocks Go Down, AMC Cinema Line Drops Over 10%</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{ 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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\">\nSome WSB Concept Stocks Go Down, AMC Cinema Line Drops Over 10%\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\">2021-06-16 23:19</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 16th, some WSB concept stocks went down,<a href=\"https://laohu8.com/S/AMC\">AMC Cinema</a>dropped by more than 10%,<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>fell by more than 8%,<a href=\"https://laohu8.com/S/GME\">Game Station</a>、<a href=\"https://laohu8.com/S/WISH\">ContextLogic</a>It fell by more than 4%.</p><p><img src=\"https://static.tigerbbs.com/dbeb078de2de6d1611ad66c88cca74b4\" 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/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BB":"黑莓","GME":"游戏驿站","AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146756294","content_text":"6月16日，部分WSB概念股下行，AMC院线跌超10%，黑莓跌超8%，游戏驿站、ContextLogic跌超4%。","news_type":1,"symbols_score_info":{"BB":0.9,"WISH":0.9,"AMC":0.9,"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":1115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169210149,"gmtCreate":1623837243481,"gmtModify":1703820935009,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573541608753389","authorIdStr":"3573541608753389"},"themes":[],"htmlText":"Jfkffk","listText":"Jfkffk","text":"Jfkffk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169210149","repostId":"1145228956","repostType":4,"repost":{"id":"1145228956","kind":"news","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1623834343,"share":"https://ttm.financial/m/news/1145228956?lang=en_US&edition=fundamental","pubTime":"2021-06-16 17:05","market":"us","language":"zh","title":"The revenue exceeded expectations but it was not a surprise. Why did Oracle's performance rise and its stock price fell?","url":"https://stock-news.laohu8.com/highlight/detail?id=1145228956","media":"美股研究社","summary":"6月15日美股盘后，甲骨文发布了2021财年第四季度财报及全年财报\n\n在过去六个月里，老牌软件王者甲骨文迎来了近几年股价的高光时刻：累计上涨近40%，在此之前，它长期被外界质疑落后于云计算时代的发展，","content":"<p>After the U.S. stock market closed on June 15th,<a href=\"https://laohu8.com/S/ORCL\">Oracle</a>Released the fourth quarter financial report and the full year financial report of fiscal year 2021. In the past six months, Oracle, the old software king, ushered in the highlight moment of its stock price in recent years: it has risen by nearly 40% cumulatively. Before that, it was long questioned by the outside world that it lagged behind the development of cloud computing era, and its stock price was depressed for a long time.</p><p>After the U.S. stock market closed on June 15, Oracle released its fourth quarter financial report and full-year financial report for fiscal 2021. Total revenue in fiscal 2021 increased by 4% year-on-year to $40.5 billion, unsurprisingly maintaining the tepid growth of the past few years.</p><p><img src=\"https://static.tigerbbs.com/17bba98813f28a2c2eebf36d2cc623ae\" tg-width=\"1200\" tg-height=\"900\" referrerpolicy=\"no-referrer\"></p><p>Since it announced its entry into cloud computing in 2010, Oracle has suffered a lot. After all, it has a strong breath of turning around on board. Late start, slow development, and<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>How many variables exist in SalesForce's confrontation? Behind the accumulated share price, how much support do Oracle's fundamentals have?</p><p><b>Revenue growth depends on a single established business, but business concentration brings higher profit margins</b></p><p>From the financial report, Oracle has still maintained its growth trend-in the Q4 fiscal quarter of 2021, Oracle's revenue reached 11.227 billion USD, a year-on-year increase of 9%, higher than the consensus estimate of 11.04 billion USD by Bloomberg analysts. Although the year-on-year revenue growth rate in the fiscal year was slightly inferior, the profit was considerable. The net profit for the whole fiscal year was 13.746 billion USD, a year-on-year increase of 36%.</p><p><img src=\"https://static.tigerbbs.com/6db34135d26c3d267300f65661b14d44\" tg-width=\"1200\" tg-height=\"762\" referrerpolicy=\"no-referrer\"></p><p>As far as the performance of various departments is concerned, cloud services and authorized support business still account for the majority of Oracle's annual revenue. According to the data, the revenue of Oracle's cloud services and licensing support business was $28.70 billion, an increase of 5% compared with last year; It accounted for 71% of total revenue and 70% in FY2020.</p><p><img src=\"https://static.tigerbbs.com/a2d7d122cef6bdc83949397d5ac6a056\" tg-width=\"1032\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p><p>However, Oracle's single source of revenue is more determined by the nature of the company's business. Because the database has important business and management significance for enterprises, it is not a product that can be easily replaced-this is also the confidence for Oracle to gradually enter cloud computing with this as the center, so there is no need to worry about backyard fire, so the so-called single source of revenue will not make Oracle face too much risk.</p><p>Of course, this business is not stable enough to support it against competition from rivals, as exemplified by the rise of SalesForce, a provider of customer relationship management (CRM) software services that is part of Oracle's business. The difference is that SalesForce's revenue is more balanced, with its four business systems of sales, service, platform, and marketing&commerce contributing $5.19 billion, $5.38 billion, $6.28 billion, and $3.13 billion in operating income, respectively, in fiscal 2021.</p><p>After iteration, Oracle's ERP and other established products are still the choice of large government and enterprise users. In addition, large organizations often need to be multi-cloudy, so their core business is always up and down. CEO Larry Ellison emphasized on the earnings call: We almost never lose a competitive ERP project in the cloud, almost never.</p><p>Although revenue can only rely on established businesses, and the current revenue growth has failed to achieve a great breakthrough, one thing is certain: the high profit margin advantage of Oracle's main services always exists. Underpinning Oracle's bottom line is a high concentration of advantageous businesses, with an operating margin of 38% in fiscal 2021. The most important significance of high operating profit margin for a company is to maintain stable cash flow. Although there have been no large-scale acquisitions in the past two years, Oracle's investment in business transformation continues.</p><p>Unfortunately, the reality is not as beautiful as the digital results. Contrary to the expected revenue growth, Oracle's share price plummeted by 4.76% after the market. In the previous six months, Oracle's share price had risen by nearly 40%. Why did an unexpected financial report end this trend instead?</p><p><b>Cloud computing has become a stumbling block again, causing the stock price to plummet after hours due to lower-than-expected performance guidance</b></p><p>Outside of the earnings release, the direct reason Oracle's stock price plunged is because it gave a performance guidance that missed Wall Street's expectations: Oracle expects first-quarter fiscal 2022 revenue to grow by 3-5% and adjusted earnings per share of $0.94-$0.98, compared to the average analyst estimate of $1.03.</p><p>The reason for the low EPS is that Oracle announced that it would double its capital expenditure on cloud computing to nearly $4 billion in fiscal year 2022. Perhaps this further demonstrates the company's determination to transform into cloud computing. Unfortunately, investors obviously don't trust whether this investment can produce sufficiently supportive results.</p><p>And this is not too much compared with the investment of competitors: Amazon announced on June 7th that it plans to invest about $3.04 billion in a new data center in Aragon, northern Spain; Microsoft also announced that it would invest $6 billion to expand its cloud computing center when it announced its Q3 earnings report at the end of April.</p><p>The US Stock Research Institute believes that since 2011, Oracle's revenue has not experienced a significant and substantial increase, and the growth in Q4 fiscal quarter and 2021 fiscal year slightly exceeded expectations, which is not the impact of new business. One obvious sign is that the near<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Barclays and other institutions have downgraded their ratings on Oracle. Its target share price is only about $70, down from the current price of nearly $80. Compared with Microsoft,<a href=\"https://laohu8.com/S/GOOG\">Google</a>And other business competitors are too much lower, and mainstream analysts' ratings are mainly conservative.</p><p><img src=\"https://static.tigerbbs.com/f6fa06c1b9589655b30d380e2bfbde4b\" tg-width=\"953\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p><p>Bloomberg analyst Anurag Rana said: \"The biggest problem for Oracle is how to resume business growth, and there doesn't seem to be much progress on this front.\" The reason is that Oracle is stuck in its traditional business and lacks new growth points.</p><p>Scott Kressler, an analyst at Third Bridge, commented that \"One of Oracle's biggest problems is that although the company focuses on cloud solutions, its revenue growth has been very limited.\"-In other words, although the company is more or less increasing its investment in cloud computing and advancing its execution, it is hardly reflected in financial data. For many years, the proportion of Oracle's two core businesses has always been higher than 80%, and in the fourth quarter of fiscal 2020, it even rose to 93.9% instead of falling.</p><p><img src=\"https://static.tigerbbs.com/1e919c8ded3811fd70f707c4e4196ba9\" tg-width=\"1200\" tg-height=\"762\" referrerpolicy=\"no-referrer\"></p><p>It's worth noting that much of Oracle's share price jump over the past few months has to do with a 20 billion share buyback program announced in March, which is nearly one-tenth of Oracle's market capitalization.</p><p>In the cloud computing chase, Oracle is often commented on as a missed-out character. Compared with Amazon, Microsoft, SalesForce, and even Google, which has a market share of less than 10%, the backwardness of cloud computing really makes Oracle lose its future imagination?</p><p><b>It is difficult for established giants to innovate. Has Oracle lost its imagination?</b></p><p>When it comes to Oracle's miscalculation on cloud computing, three reasons are often summed up.</p><p>Oracle has never lacked money to develop cloud computing business. The first thing that affects the pace of transformation is personnel. From CEO Larry Ellison's contempt for cloud computing at the beginning, to the huge differences in management when the cloud computing strategy was determined later, and then to the later layoffs and executives leaving, Oracle lacked the \"All in\" personnel attitude of Amazon when it first developed cloud computing.</p><p>The backwardness of the first step caused a butterfly effect. In the cloud computing business, Oracle lost its potential user stickiness ahead of schedule. Just as large customers won't easily give up Oracle's back-end supporting products and switch to competitors, enterprises that choose good cloud computing partners are difficult to leave the set environment and choose latecomers like Oracle in order to avoid the risks and troubles of redeployment and design.</p><p>Moreover, if cloud computing is commercial real estate in the new era, then Amazon was originally a developer (e-commerce platform), Microsoft also knows the importance of platform (software and system platform), but Oracle lacks this platform experience. They all serve customers. Operating a cloud platform is very different from operating a series of software, database products and back-end systems.</p><p>Thus, the factors that ultimately support Oracle's share price versus market capitalization will include, at a minimum, new database services tied to cloud computing, enterprise applications, and public clouds. To be sure, Oracle does not lack room for growth, but the market's imagination of it is not the upper limit of growth, but the lower limit of what the data can express-at least not forever in verbal good expectations.</p><p>Ten years ago, Microsoft was in a similar situation. It chose to drastically reform the company's structure and strategy, and finally the success of Azure proved its validity. To some extent, Oracle's strategy is learning from Microsoft, and it even opened up each other's cloud computing business data centers.</p><p>With decades of market, technology and service experience accumulated, Oracle should not make negative judgments prematurely as long as it is changing.</p><p><b>epilogue</b></p><p>In short, the most important reason To be optimistic about the future of Oracle's cloud computing is that an excellent cloud service provider needs To have comprehensive capabilities in organizational process, systematicity, IT management, etc., so that users only need To concentrate on using these services To complete their own business. In other words, this is something that only To B's genes can accomplish, which happens To be Oracle's strength.</p><p>Google's cloud computing business can't compete with that of Microsoft, which ranks second, and is even overtaken by Alibaba Cloud. It is precisely because Google's To C gene is deeply rooted in the bone marrow. According To the media evaluation, Google Cloud attached much more importance To \"peddling technology\" in the early stage of its development than To meet customer needs, which is a taboo for B-end business. Oracle has a unique B-end gene, coupled with the foundation laid by database and back-end business. What it needs and is doing is to let customers and Wall Street see their unique value.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The revenue exceeded expectations but it was not a surprise. Why did Oracle's performance rise and its stock price fell?</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 revenue exceeded expectations but it was not a surprise. Why did Oracle's performance rise and its stock price fell?\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time smaller\">2021-06-16 17:05</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>After the U.S. stock market closed on June 15th,<a href=\"https://laohu8.com/S/ORCL\">Oracle</a>Released the fourth quarter financial report and the full year financial report of fiscal year 2021. In the past six months, Oracle, the old software king, ushered in the highlight moment of its stock price in recent years: it has risen by nearly 40% cumulatively. Before that, it was long questioned by the outside world that it lagged behind the development of cloud computing era, and its stock price was depressed for a long time.</p><p>After the U.S. stock market closed on June 15, Oracle released its fourth quarter financial report and full-year financial report for fiscal 2021. Total revenue in fiscal 2021 increased by 4% year-on-year to $40.5 billion, unsurprisingly maintaining the tepid growth of the past few years.</p><p><img src=\"https://static.tigerbbs.com/17bba98813f28a2c2eebf36d2cc623ae\" tg-width=\"1200\" tg-height=\"900\" referrerpolicy=\"no-referrer\"></p><p>Since it announced its entry into cloud computing in 2010, Oracle has suffered a lot. After all, it has a strong breath of turning around on board. Late start, slow development, and<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>How many variables exist in SalesForce's confrontation? Behind the accumulated share price, how much support do Oracle's fundamentals have?</p><p><b>Revenue growth depends on a single established business, but business concentration brings higher profit margins</b></p><p>From the financial report, Oracle has still maintained its growth trend-in the Q4 fiscal quarter of 2021, Oracle's revenue reached 11.227 billion USD, a year-on-year increase of 9%, higher than the consensus estimate of 11.04 billion USD by Bloomberg analysts. Although the year-on-year revenue growth rate in the fiscal year was slightly inferior, the profit was considerable. The net profit for the whole fiscal year was 13.746 billion USD, a year-on-year increase of 36%.</p><p><img src=\"https://static.tigerbbs.com/6db34135d26c3d267300f65661b14d44\" tg-width=\"1200\" tg-height=\"762\" referrerpolicy=\"no-referrer\"></p><p>As far as the performance of various departments is concerned, cloud services and authorized support business still account for the majority of Oracle's annual revenue. According to the data, the revenue of Oracle's cloud services and licensing support business was $28.70 billion, an increase of 5% compared with last year; It accounted for 71% of total revenue and 70% in FY2020.</p><p><img src=\"https://static.tigerbbs.com/a2d7d122cef6bdc83949397d5ac6a056\" tg-width=\"1032\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p><p>However, Oracle's single source of revenue is more determined by the nature of the company's business. Because the database has important business and management significance for enterprises, it is not a product that can be easily replaced-this is also the confidence for Oracle to gradually enter cloud computing with this as the center, so there is no need to worry about backyard fire, so the so-called single source of revenue will not make Oracle face too much risk.</p><p>Of course, this business is not stable enough to support it against competition from rivals, as exemplified by the rise of SalesForce, a provider of customer relationship management (CRM) software services that is part of Oracle's business. The difference is that SalesForce's revenue is more balanced, with its four business systems of sales, service, platform, and marketing&commerce contributing $5.19 billion, $5.38 billion, $6.28 billion, and $3.13 billion in operating income, respectively, in fiscal 2021.</p><p>After iteration, Oracle's ERP and other established products are still the choice of large government and enterprise users. In addition, large organizations often need to be multi-cloudy, so their core business is always up and down. CEO Larry Ellison emphasized on the earnings call: We almost never lose a competitive ERP project in the cloud, almost never.</p><p>Although revenue can only rely on established businesses, and the current revenue growth has failed to achieve a great breakthrough, one thing is certain: the high profit margin advantage of Oracle's main services always exists. Underpinning Oracle's bottom line is a high concentration of advantageous businesses, with an operating margin of 38% in fiscal 2021. The most important significance of high operating profit margin for a company is to maintain stable cash flow. Although there have been no large-scale acquisitions in the past two years, Oracle's investment in business transformation continues.</p><p>Unfortunately, the reality is not as beautiful as the digital results. Contrary to the expected revenue growth, Oracle's share price plummeted by 4.76% after the market. In the previous six months, Oracle's share price had risen by nearly 40%. Why did an unexpected financial report end this trend instead?</p><p><b>Cloud computing has become a stumbling block again, causing the stock price to plummet after hours due to lower-than-expected performance guidance</b></p><p>Outside of the earnings release, the direct reason Oracle's stock price plunged is because it gave a performance guidance that missed Wall Street's expectations: Oracle expects first-quarter fiscal 2022 revenue to grow by 3-5% and adjusted earnings per share of $0.94-$0.98, compared to the average analyst estimate of $1.03.</p><p>The reason for the low EPS is that Oracle announced that it would double its capital expenditure on cloud computing to nearly $4 billion in fiscal year 2022. Perhaps this further demonstrates the company's determination to transform into cloud computing. Unfortunately, investors obviously don't trust whether this investment can produce sufficiently supportive results.</p><p>And this is not too much compared with the investment of competitors: Amazon announced on June 7th that it plans to invest about $3.04 billion in a new data center in Aragon, northern Spain; Microsoft also announced that it would invest $6 billion to expand its cloud computing center when it announced its Q3 earnings report at the end of April.</p><p>The US Stock Research Institute believes that since 2011, Oracle's revenue has not experienced a significant and substantial increase, and the growth in Q4 fiscal quarter and 2021 fiscal year slightly exceeded expectations, which is not the impact of new business. One obvious sign is that the near<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Barclays and other institutions have downgraded their ratings on Oracle. Its target share price is only about $70, down from the current price of nearly $80. Compared with Microsoft,<a href=\"https://laohu8.com/S/GOOG\">Google</a>And other business competitors are too much lower, and mainstream analysts' ratings are mainly conservative.</p><p><img src=\"https://static.tigerbbs.com/f6fa06c1b9589655b30d380e2bfbde4b\" tg-width=\"953\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p><p>Bloomberg analyst Anurag Rana said: \"The biggest problem for Oracle is how to resume business growth, and there doesn't seem to be much progress on this front.\" The reason is that Oracle is stuck in its traditional business and lacks new growth points.</p><p>Scott Kressler, an analyst at Third Bridge, commented that \"One of Oracle's biggest problems is that although the company focuses on cloud solutions, its revenue growth has been very limited.\"-In other words, although the company is more or less increasing its investment in cloud computing and advancing its execution, it is hardly reflected in financial data. For many years, the proportion of Oracle's two core businesses has always been higher than 80%, and in the fourth quarter of fiscal 2020, it even rose to 93.9% instead of falling.</p><p><img src=\"https://static.tigerbbs.com/1e919c8ded3811fd70f707c4e4196ba9\" tg-width=\"1200\" tg-height=\"762\" referrerpolicy=\"no-referrer\"></p><p>It's worth noting that much of Oracle's share price jump over the past few months has to do with a 20 billion share buyback program announced in March, which is nearly one-tenth of Oracle's market capitalization.</p><p>In the cloud computing chase, Oracle is often commented on as a missed-out character. Compared with Amazon, Microsoft, SalesForce, and even Google, which has a market share of less than 10%, the backwardness of cloud computing really makes Oracle lose its future imagination?</p><p><b>It is difficult for established giants to innovate. Has Oracle lost its imagination?</b></p><p>When it comes to Oracle's miscalculation on cloud computing, three reasons are often summed up.</p><p>Oracle has never lacked money to develop cloud computing business. The first thing that affects the pace of transformation is personnel. From CEO Larry Ellison's contempt for cloud computing at the beginning, to the huge differences in management when the cloud computing strategy was determined later, and then to the later layoffs and executives leaving, Oracle lacked the \"All in\" personnel attitude of Amazon when it first developed cloud computing.</p><p>The backwardness of the first step caused a butterfly effect. In the cloud computing business, Oracle lost its potential user stickiness ahead of schedule. Just as large customers won't easily give up Oracle's back-end supporting products and switch to competitors, enterprises that choose good cloud computing partners are difficult to leave the set environment and choose latecomers like Oracle in order to avoid the risks and troubles of redeployment and design.</p><p>Moreover, if cloud computing is commercial real estate in the new era, then Amazon was originally a developer (e-commerce platform), Microsoft also knows the importance of platform (software and system platform), but Oracle lacks this platform experience. They all serve customers. Operating a cloud platform is very different from operating a series of software, database products and back-end systems.</p><p>Thus, the factors that ultimately support Oracle's share price versus market capitalization will include, at a minimum, new database services tied to cloud computing, enterprise applications, and public clouds. To be sure, Oracle does not lack room for growth, but the market's imagination of it is not the upper limit of growth, but the lower limit of what the data can express-at least not forever in verbal good expectations.</p><p>Ten years ago, Microsoft was in a similar situation. It chose to drastically reform the company's structure and strategy, and finally the success of Azure proved its validity. To some extent, Oracle's strategy is learning from Microsoft, and it even opened up each other's cloud computing business data centers.</p><p>With decades of market, technology and service experience accumulated, Oracle should not make negative judgments prematurely as long as it is changing.</p><p><b>epilogue</b></p><p>In short, the most important reason To be optimistic about the future of Oracle's cloud computing is that an excellent cloud service provider needs To have comprehensive capabilities in organizational process, systematicity, IT management, etc., so that users only need To concentrate on using these services To complete their own business. In other words, this is something that only To B's genes can accomplish, which happens To be Oracle's strength.</p><p>Google's cloud computing business can't compete with that of Microsoft, which ranks second, and is even overtaken by Alibaba Cloud. It is precisely because Google's To C gene is deeply rooted in the bone marrow. According To the media evaluation, Google Cloud attached much more importance To \"peddling technology\" in the early stage of its development than To meet customer needs, which is a taboo for B-end business. Oracle has a unique B-end gene, coupled with the foundation laid by database and back-end business. What it needs and is doing is to let customers and Wall Street see their unique value.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"ORCL":"甲骨文"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145228956","content_text":"6月15日美股盘后，甲骨文发布了2021财年第四季度财报及全年财报\n\n在过去六个月里，老牌软件王者甲骨文迎来了近几年股价的高光时刻：累计上涨近40%，在此之前，它长期被外界质疑落后于云计算时代的发展，股价长期低迷。\n6月15日美股盘后，甲骨文发布了2021财年第四季度财报及全年财报，2021财年总收入同比增长4%，达到405亿美元，不出意外地保持了过去几年不温不火地增长。\n\n自2010年宣布进军云计算以来，甲骨文可谓受挫不少，毕竟它身上船大难调头的气息实在浓厚。起步晚，发展慢，与微软、亚马逊、SalesForce的对抗中存在多少变数？股价累涨背后，甲骨文的基本面又有多大的支撑力？\n营收增长靠单一的老牌业务，但业务集中换来较高利润率\n从财报来看，甲骨文依然保持了增长态势——2021财年Q4财季，甲骨文营收达112.27亿美元，同比增长9%，高于彭博分析师一致预期的110.4亿美元，财年收入同比增速虽然略逊一筹，利润却很可观，全财年净利润为137.46亿美元，同比增长36%。\n\n就各部门的业绩来说，云服务和授权支持业务依旧占据了甲骨文全年营收的大头。数据显示，甲骨文云服务和授权支持业务的营收为287.00亿美元，与去年相比增长了5%；在总营收中所占比例为71%，2020财年中所占比例为70%。\n\n不过甲骨文的营收来源单一更多是公司业务的性质决定的，由于数据库对企业具有重要的经营与管理意义，它并不是能被轻松取代的产品——这也是甲骨文以此为中心逐步进军云计算的底气，不用担心后院起火，所以所谓营收来源的单一不会让甲骨文面临太大的风险。\n当然，这种业务的稳定也不足以支持它抵御来自对手的竞争，客户关系管理(CRM) 软件服务提供商SalesForce的崛起就是例证，这也是甲骨文业务的一部分。不同的是，SalesForce的收入更为均衡，2021财年其sales、service、platform、marketing&commerce四大业务体系分别贡献51.9亿、53.8亿、62.8亿、31.3亿美元的营业收入。\n甲骨文的ERP等老牌产品在经过迭代后，仍然是大型政企用户的选择，加上大型组织往往需要多云并举，所以其核心业务始终不上不下。CEO拉里·埃里森在财报电话会议上强调：我们几乎从来没有在云端丢失过一个具有竞争力的 ERP 项目，几乎从来没有。\n虽说营收只能靠老牌业务发力，目前营收增长未能实现较大突破，但可以肯定的一点是：甲骨文主要服务的高利润率优势始终存在。支撑甲骨文利润的是优势业务的高度集中，2021财年运营利润率为38%。运营利润率较高这对一家公司最重要的意义是维持稳定的现金流，虽然近两年已经没有大规模的收购行为，但甲骨文在业务转型上的投入还在持续。\n但可惜的是，现实不像数字成绩一样美好，与营收增长超预期相悖的是，甲骨文盘后其股价大跌4.76%，在此之前的六个月里，甲骨文股价已经上涨近40%，为什么一份超预期的财报反而终结了这种趋势？\n业绩指引低于预期致盘后股价大跌，云计算又又又成为绊脚石\n在发布财报之外，甲骨文股价大跌的直接原因是因为它给出了一份低于华尔街预期的业绩指引：甲骨文预计2022财年第一财季收入将增长3-5%，调整后每股收益为0.94-0.98美元，分析师平均预期为1.03美元。\n而导致EPS偏低的原因是甲骨文宣布在2022财年将云计算的资本支出增加一倍，达到近40亿美元，或许这进一步彰显了公司转型云计算的决心，可惜投资者显然对这笔投入是否能产生足够有支撑力的结果不太信任。\n而且这与竞争者的投入相比不算太多：亚马逊6月7日宣布，计划对西班牙北部地区阿拉贡的新数据中心投资约合30.4亿美元；微软也在4月底公布Q3财报时宣布投入60亿美元扩展云计算中心。\n美股研究社认为，自2011年起，甲骨文的营收便再没有出现过明显的大幅增长，而Q4财季和2021财年的增长微超预期也不是新业务带来的影响。一个明显的信号是近期美国银行、巴克莱等机构纷纷下调了对甲骨文的评级，其目标股价只有70美元左右，低于目前的近80美元，相比微软、谷歌等业务竞争者也低上太多，主流分析师评级也以保守为主。\n\n彭博分析师阿努拉格・拉纳表示：“对甲骨文来说，最大的问题是如何恢复业务增长，而这方面似乎没有什么太大进展。”其原因是甲骨文困于传统业务，缺乏新的增长点。\nThird Bridge分析师斯科特•克雷斯勒评论“甲骨文最大的问题之一是，尽管该公司专注于云解决方案，但其收入增长一直非常有限。”——换句话说，尽管公司或多或少地在增加对云计算的投入并推进执行，财务数据上却几乎没有体现，多年来甲骨文两大核心业务占比始终高于80%，2020财年第四季度甚至不降反升到93.9%。\n\n值得注意的是，甲骨文股价过去几个月的大幅增长，很大程度上都与三月份宣布的200亿股份回购计划有关，这是甲骨文市值的近十分之一。\n在云计算的追逐战中，甲骨文经常被评论为错失机会的角色。相比于亚马逊、微软、SalesForce，甚至市场份额不到10%的谷歌，云计算的落后真的让甲骨文失去了未来的想象空间？\n老牌巨头创新难，甲骨文失去想象空间了吗？\n谈到甲骨文在云计算上的失算，往往会总结出三个原因。\n甲骨文从来不缺开发云计算业务的钱，首先影响转型步伐的，是人员。从一开始CEO拉里·埃里森对云计算的轻视，到后来确定云计算战略时管理层的巨大分歧，再到后期裁员、高管出走等事件，甲骨文缺乏亚马逊最初发展云计算时“All in”的人员态度。\n第一步的落后造成了蝴蝶效应，在云计算业务上，甲骨文提前失去了潜在的用户粘性。正如大型客户不会轻易放弃甲骨文的后端配套产品转投竞争对手，选择好云计算合作伙伴的企业为了避免重新部署和设计的风险与麻烦，也难以脱离设置好的环境，选择甲骨文这样的后来者。\n而且，如果说云计算是新时代的商业地产，那亚马逊原本就是开发商（电商平台），微软也深知平台的重要性（软件与系统平台），而甲骨文却缺少这种平台式经验。都是为客户服务，经营一个云平台与经营一系列软件、数据库产品、后端系统差异极大。\n因此，最终支持甲骨文股价与市值的因素将至少包含与云计算挂钩的新数据库服务、企业应用和公有云。可以肯定的是，甲骨文不缺乏增长空间，但市场对它的想象不是增长的上限，而是数据能表达的下限——至少不能永远停留在口头的美好预期。\n十年前，微软也曾陷入相似的境地，它选择大刀阔斧地改革公司架构与战略，最终Azure的成功证明了其正确性。甲骨文的策略从某种程度上说正是在学习微软，它甚至打通了彼此的云计算业务数据中心。\n坐拥数十年积累的市场、技术与服务经验，只要甲骨文还在改变，就不应该过早地做出负面的评断。\n结语\n总之，对甲骨文的云计算未来保持看好态度最重要的原因是，一个优秀的云服务商需要在组织流程、系统性、IT管理等方面具备综合能力，让用户只需要集中精力使用这些服务完成自己的业务，换句话说，这是To B的基因才能完成的事，这恰好是甲骨文的强项。\n谷歌的云计算业务起色无法和排行第二的微软媲美，甚至被阿里云反超，正是因为谷歌To C的基因深入骨髓，有媒体评价，谷歌云发展初期对“兜售技术”的重视性远高于满足客户需求，这是B端业务的大忌。甲骨文则拥有得天独厚的B端基因，加上数据库与后端业务打下的基础，它需要且正在做的事，就是让客户与华尔街看清自己独特的价值。","news_type":1,"symbols_score_info":{"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":1288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121806324,"gmtCreate":1624457804168,"gmtModify":1703837363971,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573541608753389","authorIdStr":"3573541608753389"},"themes":[],"htmlText":"…","listText":"…","text":"…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121806324","repostId":"1146565871","repostType":4,"repost":{"id":"1146565871","kind":"news","pubTimestamp":1624455991,"share":"https://ttm.financial/m/news/1146565871?lang=en_US&edition=fundamental","pubTime":"2021-06-23 21:46","market":"us","language":"zh","title":"U.S. Markit manufacturing PMI hits record in June, services PMI falls short of expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1146565871","media":"华尔街见闻","summary":"美国6月Markit制造业PMI初值62.6，高于预期的61.5以及前值62.1。","content":"<p>Financial data provider IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>On Wednesday, the PMI data of manufacturing and service industries in the United States in June was released. The initial value of manufacturing PMI was higher than expected, hitting a new high since the record began in 2007. The initial value of service PMI released in the same period was lower than expected and declined, but it was still at a historical high.</p><p>According to the data, the preliminary value of Markit manufacturing PMI in the United States in June was 62.6, which was higher than the expected 61.5 and the previous value of 62.1, setting the highest level since records began in 2007.</p><p><img src=\"https://static.tigerbbs.com/2ef76bb72997ac135dfb8e759ab6d349\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>The Markit US services PMI index released in the same period recorded 64.8 at the beginning of June, which was lower than the expected 70 and the pre-May value of 70.4, but it was still at a high level.</p><p><img src=\"https://static.tigerbbs.com/6c905d7c20d8a9a5d235949b994e86ac\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p>Under the influence of service industry data, the initial value of Markit's U.S. composite PMI in June recorded 63.9, a significant decrease from 68.7 in May.</p><p><img src=\"https://static.tigerbbs.com/1a3fe8e2812d33165ecf56ccc7bb4f43\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>Regarding the economic situation this month, IHS Markit pointed out in the data report that employment problems were still common in June, because some experts said that it was still difficult to find experienced candidates for existing job vacancies. Moreover, price pressures remained elevated in June. Input price increases have slowed slightly, but are still the second fastest in history. Manufacturing remains focused on rapidly rising raw material and fuel costs, while services focus on high wages proposed to attract workers, as well as higher transportation and fuel costs.</p><p>Chris Williamson, chief business economist at IHS Markit, said after the data release that the preliminary PMI value in June indicated that the U.S. economy achieved impressive growth that month. Although output growth and new order inflows have declined in both manufacturing and services, the reason for this situation is that capacity constraints have limited companies' ability to cope with demand, rather than a cooling economy.</p><p>However, he also said that although the price level has declined from the historic high in May, the economy is still very hot. Prices of goods and services are still skyrocketing, record supply shortages are worsening rather than improving, companies are struggling to fill gaps, and the rate of consumption of manufacturing inventories is also worrying as companies struggle to meet market demand.</p><p>In addition, Chris Williamson also pointed out that although the economic growth rate in the second quarter may reach its peak, the subsequent inflation peak may be much higher than this.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Markit manufacturing PMI hits record in June, services PMI falls short of expectations</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\">\nU.S. Markit manufacturing PMI hits record in June, services PMI falls short of expectations\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\">2021-06-23 21:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Financial data provider IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>On Wednesday, the PMI data of manufacturing and service industries in the United States in June was released. The initial value of manufacturing PMI was higher than expected, hitting a new high since the record began in 2007. The initial value of service PMI released in the same period was lower than expected and declined, but it was still at a historical high.</p><p>According to the data, the preliminary value of Markit manufacturing PMI in the United States in June was 62.6, which was higher than the expected 61.5 and the previous value of 62.1, setting the highest level since records began in 2007.</p><p><img src=\"https://static.tigerbbs.com/2ef76bb72997ac135dfb8e759ab6d349\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>The Markit US services PMI index released in the same period recorded 64.8 at the beginning of June, which was lower than the expected 70 and the pre-May value of 70.4, but it was still at a high level.</p><p><img src=\"https://static.tigerbbs.com/6c905d7c20d8a9a5d235949b994e86ac\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p>Under the influence of service industry data, the initial value of Markit's U.S. composite PMI in June recorded 63.9, a significant decrease from 68.7 in May.</p><p><img src=\"https://static.tigerbbs.com/1a3fe8e2812d33165ecf56ccc7bb4f43\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>Regarding the economic situation this month, IHS Markit pointed out in the data report that employment problems were still common in June, because some experts said that it was still difficult to find experienced candidates for existing job vacancies. Moreover, price pressures remained elevated in June. Input price increases have slowed slightly, but are still the second fastest in history. Manufacturing remains focused on rapidly rising raw material and fuel costs, while services focus on high wages proposed to attract workers, as well as higher transportation and fuel costs.</p><p>Chris Williamson, chief business economist at IHS Markit, said after the data release that the preliminary PMI value in June indicated that the U.S. economy achieved impressive growth that month. Although output growth and new order inflows have declined in both manufacturing and services, the reason for this situation is that capacity constraints have limited companies' ability to cope with demand, rather than a cooling economy.</p><p>However, he also said that although the price level has declined from the historic high in May, the economy is still very hot. Prices of goods and services are still skyrocketing, record supply shortages are worsening rather than improving, companies are struggling to fill gaps, and the rate of consumption of manufacturing inventories is also worrying as companies struggle to meet market demand.</p><p>In addition, Chris Williamson also pointed out that although the economic growth rate in the second quarter may reach its peak, the subsequent inflation peak may be much higher than this.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633694\">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/135fb5b6f21d9ee05edcb64a0736f62f","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3633694","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1146565871","content_text":"金融数据供应商IHS Markit周三公布了美国6月的制造业和服务业PMI数据，其中制造业PMI初值高于预期，创2007年有纪录以来新高，同期公布的服务业PMI初值不及预期，有所下滑，但仍处于历史高位。\n根据数据，美国6月Markit制造业PMI初值62.6，高于预期的61.5以及前值62.1，创下2007年有纪录以来的最高水平。\n\n同期公布的Markit美国服务业PMI指数6月初值录得64.8，不及预期的70和5月前值70.4，不过仍处于较高水平。\n\n在服务业数据的影响之下，Markit美国综合PMI的6月初值录得63.9，较5月的68.7明显下降。\n\n对于本月的经济状况，IHS Markit在数据报告当中指出，就业问题在6月仍然很普遍，因为有专家表示，目前仍难以为现有职位空缺寻找有经验的应聘者。此外，6月份的价格压力仍然维持高位。投入品价格上涨速度略有放缓，但仍是历史上第二快。制造业的关注点仍在于原材料和燃料成本的快速增长，而服务业的关注点则是为吸引工人而提出的的高工资，以及更高的运输费用和燃料成本。\nIHS Markit的首席商业经济学家Chris Williamson在数据公布之后表示，6月的PMI初值表明，美国经济当月取得了令人印象深刻的增长。虽然制造业和服务业的产出增长和新订单流入都出现了回落，但出现这种状况的原因是产能受限使得企业应对需求的能力受到限制，而非经济出现降温。\n不过他也表示，虽然价格水平从5月的历史高位出现下滑，但经济目前仍然非常热。商品和服务的价格仍在急升，创纪录的供应短缺正在恶化而非出现改善，企业正在努力填补空缺，而制造业库存的消耗速度也令人担忧，因为企业正在努力满足市场需求。\n此外Chris Williamson还指出，虽然二季度的经济增速或将触及峰值，但后续的通胀峰值则可能远高于此。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167428726,"gmtCreate":1624282853965,"gmtModify":1703832371701,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573541608753389","authorIdStr":"3573541608753389"},"themes":[],"htmlText":"Hh","listText":"Hh","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167428726","repostId":"2145087340","repostType":4,"isVote":1,"tweetType":1,"viewCount":2934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162177668,"gmtCreate":1624052644754,"gmtModify":1703827567558,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573541608753389","authorIdStr":"3573541608753389"},"themes":[],"htmlText":"rr","listText":"rr","text":"rr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162177668","repostId":"2144677973","repostType":4,"repost":{"id":"2144677973","kind":"news","pubTimestamp":1624022400,"share":"https://ttm.financial/m/news/2144677973?lang=en_US&edition=fundamental","pubTime":"2021-06-18 21:20","market":"sh","language":"zh","title":"Ye Yunhong: Gold Rebound 1795 Empty See 70 Oil 72.1 Empty See New Low","url":"https://stock-news.laohu8.com/highlight/detail?id=2144677973","media":"新浪财经","summary":"6月18日，黄金昨天最高1825，最低1767，日跌幅高达58美金，和前一日的大跌幅度差不多，下跌途中伴随着小幅度的反弹，但仅仅只是反弹，最终都是以下跌收尾，空头还属于强势阶段，跌势仍然没有止步，日线大阴线告诉我们今天的黄金思路将会继续看跌！基本上反弹就是干空机会，关注上方阻力在1795，反弹依托这里阻力高空！投资者据此操作，风险自担。","content":"<p><html><body><div>On June 18th, gold had the highest of 1825 and the lowest of 1767 yesterday, with a daily drop of 58 US dollars, which was similar to the sharp drop of the previous day. The drop was accompanied by a small rebound, but it was only a rebound, and it ended with a decline. The short positions were still in a strong stage, and the decline still didn't stop. The daily Yinxian tells us that today's gold ideas will continue to be bearish! Basically, the rebound is a dry empty opportunity. Pay attention to the upper resistance in 1795, and the rebound relies on the high altitude of the resistance here!</p><p>Gold latest operation recommendations:</p><p>1795-1797 first line short, stop loss 1803, target 1780-1770</p><p>　　<span>crude oil</span><span></span>Yesterday, it rose and fell as scheduled. I believe that the friends who followed the old leaves to short earned a lot of money, and the 72.1-72.2 empty has successfully reached the expected target of 70.6, and won 15 points! Yesterday, it was said that the pressure above began to appear, and the daily Bollinger Bands began to flatten, and there were even signs of closing. This at least shows that the oil price rebound is definitely no new high. 72.95 will be a resistance point in the near future, and what I want to tell you is that the fall is not over yet, and today's layout is also very simple to continue to follow the trend at high altitude!</p><p>The latest operation recommendations for crude oil:</p><p>71.3-71.5 first line short, stop loss 72, target 69.8-68</p><p><div></div><font><a href=\"https://laohu8.com/S/SINA\">SINA</a>Disclaimer: Sina.com published this article for the purpose of conveying more information, and does not mean to agree with its views or confirm its description. The contents of this article are for reference only and do not constitute investment advice. Investors operate accordingly at their own risk.</font><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in Sina Finance APP</div></div>Editor in charge: Chen Ping</p><p></div></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>Ye Yunhong: Gold Rebound 1795 Empty See 70 Oil 72.1 Empty See New Low</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\">\nYe Yunhong: Gold Rebound 1795 Empty See 70 Oil 72.1 Empty See New Low\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-06-18 21:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div>On June 18th, gold had the highest of 1825 and the lowest of 1767 yesterday, with a daily drop of 58 US dollars, which was similar to the sharp drop of the previous day. The drop was accompanied by a small rebound, but it was only a rebound, and it ended with a decline. The short positions were still in a strong stage, and the decline still didn't stop. The daily Yinxian tells us that today's gold ideas will continue to be bearish! Basically, the rebound is a dry empty opportunity. Pay attention to the upper resistance in 1795, and the rebound relies on the high altitude of the resistance here!</p><p>Gold latest operation recommendations:</p><p>1795-1797 first line short, stop loss 1803, target 1780-1770</p><p>　　<span>crude oil</span><span></span>Yesterday, it rose and fell as scheduled. I believe that the friends who followed the old leaves to short earned a lot of money, and the 72.1-72.2 empty has successfully reached the expected target of 70.6, and won 15 points! Yesterday, it was said that the pressure above began to appear, and the daily Bollinger Bands began to flatten, and there were even signs of closing. This at least shows that the oil price rebound is definitely no new high. 72.95 will be a resistance point in the near future, and what I want to tell you is that the fall is not over yet, and today's layout is also very simple to continue to follow the trend at high altitude!</p><p>The latest operation recommendations for crude oil:</p><p>71.3-71.5 first line short, stop loss 72, target 69.8-68</p><p><div></div><font><a href=\"https://laohu8.com/S/SINA\">SINA</a>Disclaimer: Sina.com published this article for the purpose of conveying more information, and does not mean to agree with its views or confirm its description. The contents of this article are for reference only and do not constitute investment advice. Investors operate accordingly at their own risk.</font><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in Sina Finance APP</div></div>Editor in charge: Chen Ping</p><p></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/money/nmetal/hjfx/2021-06-18/doc-ikqciyzk0433588.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4be30a3c11bd91e9d1f864c6a098fab1","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF华安","GLD":"黄金ETF-SPDR","GDX":"黄金矿业ETF-VanEck","IAU":"黄金信托ETF-iShares","NUGT":"二倍做多黄金矿业指数ETF-Direxion","DUST":"二倍做空黄金矿业指数ETF-Direxion"},"source_url":"https://finance.sina.com.cn/money/nmetal/hjfx/2021-06-18/doc-ikqciyzk0433588.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2144677973","content_text":"6月18日，黄金昨天最高1825，最低1767，日跌幅高达58美金，和前一日的大跌幅度差不多，下跌途中伴随着小幅度的反弹，但仅仅只是反弹，最终都是以下跌收尾，空头还属于强势阶段，跌势仍然没有止步，日线大阴线告诉我们今天的黄金思路将会继续看跌！基本上反弹就是干空机会，关注上方阻力在1795，反弹依托这里阻力高空！\n　　黄金最新操作建议：\n　　1795-1797一线空，止损1803，目标1780-1770\n　　原油昨日如期冲高回落，相信跟随老叶做空的朋友赚的盆满钵满了，冲高回落，72.1-72.2空已经成功达到预期目标70.6一线，拿下15点的收获！昨日说过上方的压力开始显现，日线布林带开始走平，甚至有收口的迹象，这至少表明油价反弹肯定没有新高了，72.95将是近期的一个阻力点，而且我要告诉大家的是回落还未完，对于今日的布局也很简单继续跟随趋势高空为主！\n　　原油最新操作建议：\n　　71.3-71.5一线空，止损72，目标69.8-68\n\n\n新浪声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈平","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"NUGT":0.6,"DUST":0.6,"GLD":0.6,"GCmain":1,"GDX":0.6,"SGUmain":0.6,"SGCmain":0.6,"IAU":0.6,"MGCmain":1}},"isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162177951,"gmtCreate":1624052620773,"gmtModify":1703827566912,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573541608753389","authorIdStr":"3573541608753389"},"themes":[],"htmlText":"kk","listText":"kk","text":"kk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162177951","repostId":"2144771649","repostType":4,"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162174764,"gmtCreate":1624052606358,"gmtModify":1703827566751,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573541608753389","authorIdStr":"3573541608753389"},"themes":[],"htmlText":"yy","listText":"yy","text":"yy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162174764","repostId":"2144877747","repostType":4,"isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162174515,"gmtCreate":1624052587837,"gmtModify":1703827566590,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573541608753389","authorIdStr":"3573541608753389"},"themes":[],"htmlText":"df","listText":"df","text":"df","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162174515","repostId":"2144712122","repostType":4,"repost":{"id":"2144712122","kind":"news","pubTimestamp":1623911280,"share":"https://ttm.financial/m/news/2144712122?lang=en_US&edition=fundamental","pubTime":"2021-06-17 14:28","market":"sh","language":"zh","title":"Sheng Wenbing: Gold appears to be broken and big Yin line rebounds today and rally short","url":"https://stock-news.laohu8.com/highlight/detail?id=2144712122","media":"新浪财经","summary":"将超额准备金利率上调至0.15%，之前为0.10%；将隔夜逆回购利率上调至0.05%，之前为0.00%。中位数预期显示到2023年年底将加息两次，13名美联储官员预计2023年年底前将加息，3月份时预计加息的仅有七人。另外她指出，美国正在寻求各种途径，迅速全面地暂停和取消数字服务税。　　据悉日本计划解除东京都的新冠疫情紧急状态，日本首相菅义伟将于周四决定是否解除。纳指闻讯一度转涨，现货黄金重回1840关口，低位反弹逾9美元。","content":"<p><html><body><div>On June 17th, the Federal Funds rate target was kept unchanged at 0.00%-0.25%, and the pace of bond purchase of USD 120 billion per month was kept unchanged. Increase the excess reserve rate (IOER) to 0.15%, compared to 0.10% previously; Increase the overnight reverse repo rate to 0.05%, compared to 0.00% previously. The median expectation shows rate hike twice by the end of 2023, 13 Fed officials expect rate hike by the end of 2023, and only seven expected rate hike in March.</p><p>The Fed will make a judgment on making \"further substantial progress\", and the policy will continue to provide strong support for the economy; The rate hike discussions were not the focus of the resolution and were premature, with many participants predicting that conditions in rate hike would be met sooner; The economic recovery is still incomplete, and the prospect of recovery remains at risk due to the continuous emergence and continuous spread of COVID-19 variant strains; Inflation may remain high in the coming months before it eases, believing that inflation levels will be higher by 2023; Factors influencing job growth should abate in the coming months, with strong job creation expected in the summer and fall; Fiscal support in FY 2022 will be inferior to FY 2021 U.S. business that removed strategic reserves last week<span>crude oil</span><span></span>Inventories decreased by 7.355 million barrels, or 1.6%, to 466.7 million barrels; In the week ending June 11th, EIA gasoline inventories in the United States increased by 1.954 million tons, and refined oil inventories decreased by 1.02 million barrels; U.S. domestic crude oil production increased by 200,000 barrels to 11.2 million barrels per day last week; Commercial crude oil excluding strategic reserves imported 6.746 million barrels per day last week, an increase of 108,000 barrels per day over the previous week; Crude oil exports increased by 953,000 barrels per day to 3.884 million barrels per day last week.</p><p>Saudi Energy Minister Abdul Aziz told the Robin Hood investor conference on Wednesday that the lack of new investment in exploration could trigger a new super cycle in global oil prices, and that it is his job and the job of others to prevent such a super cycle. Foreign media reported that this remark marked Abdulaziz's attempt to contact Wall Street directly. Addressing a hedge fund audience is a rarity among Saudi royals, after Saudi energy ministers tend to engage in closed-door discussions with influential market players such as commodity hedge funds.</p><p>We're monitoring inflation very carefully and taking it seriously, and the current outbreak of inflation reflects the difficulty of reopening an economy that has shut down, Treasury Secretary Yellen said. No one wants to repeat the inflation of the 1970s. In addition, she pointed out that the United States is seeking various ways to quickly and completely suspend and abolish the digital services tax.</p><p>Saudi Energy Minister Abdulaziz told the Robin Hood investor conference on Wednesday that the lack of new investment in exploration could trigger a new super cycle in global oil prices, and it is his job to prevent such a super cycle from happening. Foreign media reported that this remark marked Abdulaziz's attempt to contact Wall Street directly. Addressing a hedge fund audience is a rarity among Saudi royals.</p><p>Jindos, deputy president of the European Central Bank, said that stimulus measures should be gradually withdrawn, but don't exaggerate. The emergency anti-epidemic bond purchase plan (PEPP) is strictly limited by the epidemic situation. Crucially, rising inflation does not bring a second round of effects, the spillover effects of high food and oil prices on wages and overall consumer prices. In addition, it is reported that the European Central Bank will extend the period of bank leverage ratio reduction measures for nine months.</p><p>Japanese Prime Minister Yoshihide Suga will decide on Thursday whether to lift the COVID-19 state of emergency in Tokyo, according to reports. However, Japanese experts believe that Tokyo may need to issue another emergency declaration during the Olympics.</p><p>Powell said that the recent discussion will only focus on the rhythm of asset purchases, and don't consider the rate hike issue that is too far away. FOMC discussed the progress of economic recovery in the context of QE, believing that the economy has not yet reached the appropriate level to reduce the scale of bond purchases. The Nasdaq once turned up after hearing the news, and spot gold returned to the 1840 mark, rebounding by more than $9 at a low level.</p><p>the US Dollar Index rose above 91 for the first time in a month after the Fed announced that most officials expected two rate hikes in 2023; The yield on the 10-year U.S. Treasury recorded the biggest rise in three months. The Dow closed down more than 200 points for the first time in four weeks, and pan-European stock indexes hit a record nine-day high. Gold futures closed out of a one-month trough. After the Federal Reserve meeting, the after-hours dive once fell by 3%. U.S. oil continued to close at a new high of more than two and a half years, and Brent oil hit a new high of two years on the fifth day, and turned down after the market. Lun Copper closed out of a trough of more than seven weeks and failed to recover $10,000 in three days.</p><p>June 17th (Thursday) Important data and financial events;</p><p>06:45 New Zealand Q1 GDP quarterly rate</p><p>09:30 Australia's May seasonally adjusted unemployment rate</p><p>15:30 Swiss Central Bank Demand Deposit Rate in June</p><p>16:30 Swiss National Bank announces interest rate decision and holds press conference</p><p>17:00 Eurozone May Unseasonally Adjusted CPI Annual Rate Final</p><p>20:30 U.S. Jobless Claims for the Week Ended June 12</p><p>Technical analysis</p><p>XAUUSD ~ Gold ~1 Hour Level</p><p><div><img src=\"http://n.sinaimg.cn/finance/transform/51/w550h301/20210617/68bd-krpikqf5986333.png\"/><span></span></div>Yesterday, gold fell sharply due to the impact of the Federal Reserve's interest rate decision. The daily level price fell below the 40-day moving average to close the bearish signal of the big Yin line, and the price trend confirmed the reversal. The MACD fast and slow line dead fork continued downward, and the fast line was close to the 0 axis. Looking at the 1-hour level again, the price drops below downward<a href=\"https://laohu8.com/S/42T.SI\">Trend line</a>It is difficult to draw back in the short term, and the MACD fast and slow line continues to fork down below the 0 axis. Therefore, today's gold trend shorts dominate. Today, wait for the price to rebound near the downward trend line to see the signal layout empty order. Target prior low near 1803.</p><p>XAUUSD Trading Strategy (Short)</p><p>Entry point: near 1820, stop loss point: 1827, take profit point: 1810-1800</p><p>XAGUSD ~<span>Silver</span><span></span>~1 hour level</p><p><div><img src=\"http://n.sinaimg.cn/finance/transform/52/w550h302/20210617/fbd5-krpikqf5986987.png\"/><span></span></div>Silver is similar to gold, and its price has fallen more sharply. The daily price fell below the bearish signal of the 40-day moving average and closed with the lower shadow line. The previous high shock trend was destroyed, the short-term price would fall, and the MACD fast and slow line continued to go down. The price at the 1-hour level fell below the previous shock range, and the trend resonated with the daily trend. The downward trend of the price strengthened, and the MACD fast and slow line continued downward below the 0 axis. Therefore, the trend of silver today is mainly short downward. Today, wait for the price to rebound again near the downward trend line to see the signal layout empty order. Target near the low in the early period.</p><p>XAGUSD Trading Strategy (Short)</p><p>Entry: Around 27.6, Stop Loss: 28.3, Take Profit: 26.9-26.2</p><p>USOIL ~ Crude Oil ~1 Hour Level</p><p><div><img src=\"http://n.sinaimg.cn/finance/transform/51/w550h301/20210617/0368-krpikqf5988281.png\"/><span></span></div>Yesterday, crude oil will fall back, and the short-term decline will be large. The daily price hit the upper track of the Bollinger Band and encountered resistance, and the bearish signal of the Zhongyin line with the upper shadow line was closed at a high level. The short-term price will be corrected back, and the MACD fast and slow line began to flatten. Looking at the 1-hour level again, the price fell below the upward trend line, which caused the previous trend to be reversed, and the MACD fast and slow line has fallen below the 0 axis. Therefore, today's short rebound of crude oil is mainly downward. Today, wait for the price to rise again to see the signal layout empty order near the downward trend line. Target prior low near 71.3.</p><p>USOIL Trading Strategy (Short)</p><p>Entry: Around 72.8, Stop Loss: 73.8, Take Profit: 71.8-71.3</p><p>EURUSD ~ Europe and America ~1 hour level</p><p>Affected by the Federal Reserve's interest rate decision, the euro plunged instantly. The daily level price fell below the 60-day moving average to close the bearish signal of the large negative line, the high downward channel was established, the MACD fast and slow line continued to go down, and the fast line had fallen below the 0 axis. At the 1-hour level, the price fell below the short-term shock platform, the price continued downward, and the MACD fast-slow line continued downward below the 0 axis. Therefore, the euro trend today is mainly short downward. Today, wait for the price to rebound again near the downward trend line to see the signal layout empty order. Target prior low near 1.1970.</p><p>EURUSD Trading Strategy (Short)</p><p>Entry: Around 1.2040, Stop Loss: 1.2100, Take Profit: 1.1970-1.1900</p><p>GBPUSD ~ GBP ~1 hour level</p><p>Sterling is similar to the euro, with prices falling weakly for a short time. The daily price fell below the 40-day moving average and closed the bearish signal of the negative line. The previous shock trend was destroyed, the short-term price would fall, and the MACD fast and slow line continued to go down. Looking at the 1-hour level again, the price fell below the downward trend line, and it was difficult to return to the previous shock range in the short term. The MACD fast and slow line fell below the 0 axis and continued downward. Therefore, today's pound trend is dominated by bears. Today, wait for the price to see the signal layout empty order. Around the low of the target prior.</p><p>GBPUSD Trading Strategy (Short)</p><p>Entry: Around 1.4020, Stop Loss: 1.4090, Take Profit: 1.3970-1.3900</p><p><div></div><font><a href=\"https://laohu8.com/S/SINA\">SINA</a>Disclaimer: Sina.com published this article for the purpose of conveying more information, and does not mean to agree with its views or confirm its description. The contents of this article are for reference only and do not constitute investment advice. Investors operate accordingly at their own risk.</font><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in Sina Finance APP</div></div>Editor in charge: Chen Ping</p><p></div></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>Sheng Wenbing: Gold appears to be broken and big Yin line rebounds today and rally short</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\">\nSheng Wenbing: Gold appears to be broken and big Yin line rebounds today and rally short\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-06-17 14:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div>On June 17th, the Federal Funds rate target was kept unchanged at 0.00%-0.25%, and the pace of bond purchase of USD 120 billion per month was kept unchanged. Increase the excess reserve rate (IOER) to 0.15%, compared to 0.10% previously; Increase the overnight reverse repo rate to 0.05%, compared to 0.00% previously. The median expectation shows rate hike twice by the end of 2023, 13 Fed officials expect rate hike by the end of 2023, and only seven expected rate hike in March.</p><p>The Fed will make a judgment on making \"further substantial progress\", and the policy will continue to provide strong support for the economy; The rate hike discussions were not the focus of the resolution and were premature, with many participants predicting that conditions in rate hike would be met sooner; The economic recovery is still incomplete, and the prospect of recovery remains at risk due to the continuous emergence and continuous spread of COVID-19 variant strains; Inflation may remain high in the coming months before it eases, believing that inflation levels will be higher by 2023; Factors influencing job growth should abate in the coming months, with strong job creation expected in the summer and fall; Fiscal support in FY 2022 will be inferior to FY 2021 U.S. business that removed strategic reserves last week<span>crude oil</span><span></span>Inventories decreased by 7.355 million barrels, or 1.6%, to 466.7 million barrels; In the week ending June 11th, EIA gasoline inventories in the United States increased by 1.954 million tons, and refined oil inventories decreased by 1.02 million barrels; U.S. domestic crude oil production increased by 200,000 barrels to 11.2 million barrels per day last week; Commercial crude oil excluding strategic reserves imported 6.746 million barrels per day last week, an increase of 108,000 barrels per day over the previous week; Crude oil exports increased by 953,000 barrels per day to 3.884 million barrels per day last week.</p><p>Saudi Energy Minister Abdul Aziz told the Robin Hood investor conference on Wednesday that the lack of new investment in exploration could trigger a new super cycle in global oil prices, and that it is his job and the job of others to prevent such a super cycle. Foreign media reported that this remark marked Abdulaziz's attempt to contact Wall Street directly. Addressing a hedge fund audience is a rarity among Saudi royals, after Saudi energy ministers tend to engage in closed-door discussions with influential market players such as commodity hedge funds.</p><p>We're monitoring inflation very carefully and taking it seriously, and the current outbreak of inflation reflects the difficulty of reopening an economy that has shut down, Treasury Secretary Yellen said. No one wants to repeat the inflation of the 1970s. In addition, she pointed out that the United States is seeking various ways to quickly and completely suspend and abolish the digital services tax.</p><p>Saudi Energy Minister Abdulaziz told the Robin Hood investor conference on Wednesday that the lack of new investment in exploration could trigger a new super cycle in global oil prices, and it is his job to prevent such a super cycle from happening. Foreign media reported that this remark marked Abdulaziz's attempt to contact Wall Street directly. Addressing a hedge fund audience is a rarity among Saudi royals.</p><p>Jindos, deputy president of the European Central Bank, said that stimulus measures should be gradually withdrawn, but don't exaggerate. The emergency anti-epidemic bond purchase plan (PEPP) is strictly limited by the epidemic situation. Crucially, rising inflation does not bring a second round of effects, the spillover effects of high food and oil prices on wages and overall consumer prices. In addition, it is reported that the European Central Bank will extend the period of bank leverage ratio reduction measures for nine months.</p><p>Japanese Prime Minister Yoshihide Suga will decide on Thursday whether to lift the COVID-19 state of emergency in Tokyo, according to reports. However, Japanese experts believe that Tokyo may need to issue another emergency declaration during the Olympics.</p><p>Powell said that the recent discussion will only focus on the rhythm of asset purchases, and don't consider the rate hike issue that is too far away. FOMC discussed the progress of economic recovery in the context of QE, believing that the economy has not yet reached the appropriate level to reduce the scale of bond purchases. The Nasdaq once turned up after hearing the news, and spot gold returned to the 1840 mark, rebounding by more than $9 at a low level.</p><p>the US Dollar Index rose above 91 for the first time in a month after the Fed announced that most officials expected two rate hikes in 2023; The yield on the 10-year U.S. Treasury recorded the biggest rise in three months. The Dow closed down more than 200 points for the first time in four weeks, and pan-European stock indexes hit a record nine-day high. Gold futures closed out of a one-month trough. After the Federal Reserve meeting, the after-hours dive once fell by 3%. U.S. oil continued to close at a new high of more than two and a half years, and Brent oil hit a new high of two years on the fifth day, and turned down after the market. Lun Copper closed out of a trough of more than seven weeks and failed to recover $10,000 in three days.</p><p>June 17th (Thursday) Important data and financial events;</p><p>06:45 New Zealand Q1 GDP quarterly rate</p><p>09:30 Australia's May seasonally adjusted unemployment rate</p><p>15:30 Swiss Central Bank Demand Deposit Rate in June</p><p>16:30 Swiss National Bank announces interest rate decision and holds press conference</p><p>17:00 Eurozone May Unseasonally Adjusted CPI Annual Rate Final</p><p>20:30 U.S. Jobless Claims for the Week Ended June 12</p><p>Technical analysis</p><p>XAUUSD ~ Gold ~1 Hour Level</p><p><div><img src=\"http://n.sinaimg.cn/finance/transform/51/w550h301/20210617/68bd-krpikqf5986333.png\"/><span></span></div>Yesterday, gold fell sharply due to the impact of the Federal Reserve's interest rate decision. The daily level price fell below the 40-day moving average to close the bearish signal of the big Yin line, and the price trend confirmed the reversal. The MACD fast and slow line dead fork continued downward, and the fast line was close to the 0 axis. Looking at the 1-hour level again, the price drops below downward<a href=\"https://laohu8.com/S/42T.SI\">Trend line</a>It is difficult to draw back in the short term, and the MACD fast and slow line continues to fork down below the 0 axis. Therefore, today's gold trend shorts dominate. Today, wait for the price to rebound near the downward trend line to see the signal layout empty order. Target prior low near 1803.</p><p>XAUUSD Trading Strategy (Short)</p><p>Entry point: near 1820, stop loss point: 1827, take profit point: 1810-1800</p><p>XAGUSD ~<span>Silver</span><span></span>~1 hour level</p><p><div><img src=\"http://n.sinaimg.cn/finance/transform/52/w550h302/20210617/fbd5-krpikqf5986987.png\"/><span></span></div>Silver is similar to gold, and its price has fallen more sharply. The daily price fell below the bearish signal of the 40-day moving average and closed with the lower shadow line. The previous high shock trend was destroyed, the short-term price would fall, and the MACD fast and slow line continued to go down. The price at the 1-hour level fell below the previous shock range, and the trend resonated with the daily trend. The downward trend of the price strengthened, and the MACD fast and slow line continued downward below the 0 axis. Therefore, the trend of silver today is mainly short downward. Today, wait for the price to rebound again near the downward trend line to see the signal layout empty order. Target near the low in the early period.</p><p>XAGUSD Trading Strategy (Short)</p><p>Entry: Around 27.6, Stop Loss: 28.3, Take Profit: 26.9-26.2</p><p>USOIL ~ Crude Oil ~1 Hour Level</p><p><div><img src=\"http://n.sinaimg.cn/finance/transform/51/w550h301/20210617/0368-krpikqf5988281.png\"/><span></span></div>Yesterday, crude oil will fall back, and the short-term decline will be large. The daily price hit the upper track of the Bollinger Band and encountered resistance, and the bearish signal of the Zhongyin line with the upper shadow line was closed at a high level. The short-term price will be corrected back, and the MACD fast and slow line began to flatten. Looking at the 1-hour level again, the price fell below the upward trend line, which caused the previous trend to be reversed, and the MACD fast and slow line has fallen below the 0 axis. Therefore, today's short rebound of crude oil is mainly downward. Today, wait for the price to rise again to see the signal layout empty order near the downward trend line. Target prior low near 71.3.</p><p>USOIL Trading Strategy (Short)</p><p>Entry: Around 72.8, Stop Loss: 73.8, Take Profit: 71.8-71.3</p><p>EURUSD ~ Europe and America ~1 hour level</p><p>Affected by the Federal Reserve's interest rate decision, the euro plunged instantly. The daily level price fell below the 60-day moving average to close the bearish signal of the large negative line, the high downward channel was established, the MACD fast and slow line continued to go down, and the fast line had fallen below the 0 axis. At the 1-hour level, the price fell below the short-term shock platform, the price continued downward, and the MACD fast-slow line continued downward below the 0 axis. Therefore, the euro trend today is mainly short downward. Today, wait for the price to rebound again near the downward trend line to see the signal layout empty order. Target prior low near 1.1970.</p><p>EURUSD Trading Strategy (Short)</p><p>Entry: Around 1.2040, Stop Loss: 1.2100, Take Profit: 1.1970-1.1900</p><p>GBPUSD ~ GBP ~1 hour level</p><p>Sterling is similar to the euro, with prices falling weakly for a short time. The daily price fell below the 40-day moving average and closed the bearish signal of the negative line. The previous shock trend was destroyed, the short-term price would fall, and the MACD fast and slow line continued to go down. Looking at the 1-hour level again, the price fell below the downward trend line, and it was difficult to return to the previous shock range in the short term. The MACD fast and slow line fell below the 0 axis and continued downward. Therefore, today's pound trend is dominated by bears. Today, wait for the price to see the signal layout empty order. Around the low of the target prior.</p><p>GBPUSD Trading Strategy (Short)</p><p>Entry: Around 1.4020, Stop Loss: 1.4090, Take Profit: 1.3970-1.3900</p><p><div></div><font><a href=\"https://laohu8.com/S/SINA\">SINA</a>Disclaimer: Sina.com published this article for the purpose of conveying more information, and does not mean to agree with its views or confirm its description. The contents of this article are for reference only and do not constitute investment advice. Investors operate accordingly at their own risk.</font><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in Sina Finance APP</div></div>Editor in charge: Chen Ping</p><p></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/money/nmetal/hjfx/2021-06-17/doc-ikqcfnca1552054.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1d244c78090ebb3923bbecebff5ffcb8","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF华安","GDX":"黄金矿业ETF-VanEck","IAU":"黄金信托ETF-iShares","GLD":"黄金ETF-SPDR","NUGT":"二倍做多黄金矿业指数ETF-Direxion","DUST":"二倍做空黄金矿业指数ETF-Direxion"},"source_url":"https://finance.sina.com.cn/money/nmetal/hjfx/2021-06-17/doc-ikqcfnca1552054.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2144712122","content_text":"6月17日，维持联邦基金利率目标在0.00%-0.25%不变，维持每个月1200亿美元购债步伐不变。将超额准备金利率（IOER）上调至0.15%，之前为0.10%；将隔夜逆回购利率上调至0.05%，之前为0.00%。中位数预期显示到2023年年底将加息两次，13名美联储官员预计2023年年底前将加息，3月份时预计加息的仅有七人。\n　　美联储将针对取得“进一步实质性进展”做出判断，政策将继续为经济提供强有力的支持；加息讨论不是此次决议的重点且为时过早，许多与会者预测，加息的条件将更快得到满足；经济复苏仍不完全，因新冠肺炎变异毒株的持续出现和不断传播，复苏前景仍然存在风险；通胀或在未来几个月继续居高不下，然后才会有所缓和，认为到2023年通胀水平会更高；影响就业增长的因素在未来几个月应该会减弱，预计将在夏季和秋季创造强劲的就业机会；2022财年的财政支持力度将逊色于2021财年美国上周除却战略储备的商业原油库存减少735.5万桶至4.667亿桶，减少1.6%；美国截至6月11日当周EIA汽油库存增加195.4万吨，精炼油库存减少102．万桶；上周美国国内原油产量增加20万桶至1120万桶/日；除却战略储备的商业原油上周进口674.6万桶/日，较前一周增加10.8万桶/日；上周原油出口增加95.3万桶/日至388.4万桶/日。\n　　沙特能源大臣阿卜杜勒-阿齐兹周三在罗宾汉投资者大会上表示，勘探领域缺乏新的投资可能会引发全球油价出现新的超级周期，防止这种超级周期的发生是他的工作，也是其他人的工作职责。外媒报道称，此番言论标志着阿卜杜勒-阿齐兹试图直接与华尔街进行接触。向对冲基金听众发表讲话在沙特王室成员中实属罕见，此前沙特能源大臣们倾向于与大宗商品对冲基金等有影响力的市场人士进行闭门讨论。\n　　美国财长耶伦表示，我们正在非常仔细地监控并严肃对待通胀，当前爆发的通胀反映了一个已经关闭的经济体重新开放的难度。没有人想重演上世纪70年代的通货膨胀。另外她指出，美国正在寻求各种途径，迅速全面地暂停和取消数字服务税。\n　　沙特能源大臣阿卜杜勒-阿齐兹周三在罗宾汉投资者大会上表示，勘探领域缺乏新的投资可能会引发全球油价出现新的超级周期，防止这种超级周期的发生是他的工作。外媒报道称，此番言论标志着阿卜杜勒-阿齐兹试图直接与华尔街进行接触。向对冲基金听众发表讲话在沙特王室成员中实属罕见。\n　　欧洲央行副行长金多斯表示，要逐步撤出刺激措施，但不要夸张，紧急抗疫购债计划（PEPP）严格受限于疫情的情况。至关重要的是，通胀上升不会带来第二轮效应，即食品和石油价格高企对工资和整体消费价格的溢出效应。另外，据悉欧洲央行将把银行杠杆率减免措施期延长9个月。\n　　据悉日本计划解除东京都的新冠疫情紧急状态，日本首相菅义伟将于周四决定是否解除。但日本专家认为，奥运会举办期间东京或需再次发布紧急事态宣言。\n　　鲍威尔称，近期讨论只会是围绕资产购买的节奏，不要考虑太遥远的加息问题，FOMC在QE的背景下讨论了经济复苏进展，认为经济尚未达到缩减买债规模的适当程度。纳指闻讯一度转涨，现货黄金重回1840关口，低位反弹逾9美元。\n　　美联储公布多数官员预计2023年加息两次后，美元指数一个月来首度升破91；10年期美债收益率创三个月最大升幅。道指四周来首次收跌逾200点，泛欧股指创纪录九日连创新高。黄金期货收盘走出一个月低谷，美联储会后，盘后跳水一度跌3%。美油继续收创逾两年半新高，布油五日连创两年新高，盘后转跌。伦铜收盘走出逾七周低谷，三日未能收复1万美元。\n　　6月17日（周四）重要数据及财经事件；\n　　06：45 新西兰第一季度GDP季率\n　　09：30 澳大利亚5月季调后失业率\n　　15：30 瑞士6月央行活期存款利率\n　　16：30 瑞士央行公布利率决议，并召开记者会\n　　17：00 欧元区5月未季调CPI年率终值\n　　20：30 美国截至6月12日当周初请失业金人数\n　　技术面分析\n　　XAUUSD~黄金~1小时级别\n\n　　昨日黄金受美联储利率决议影响大跌。日线级别价格跌破40日均线收大阴线看跌信号，价格走势确认反转，MACD快慢线死叉继续向下，快线已经接近0轴。再看1小时级别，价格跌破向下趋势线，短期回抽难度大，MACD快慢线在在0轴下方继续死叉向下。所以，今日黄金走势空头占据优势。今日等待价格反弹至向下趋势线附近看信号布局空单。目标前期低点1803附近。\n　　XAUUSD交易策略（做空）\n　　进场点：1820附近，止损点：1827，止盈点：1810-1800\n　　XAGUSD~白银~1小时级别\n\n　　白银和黄金类似，价格下跌幅度较大。日线级别价格跌破40日均线收带下影线的中阴线看跌信号，前期高位震荡走势被破坏，短期价格还要下跌，MACD快慢线继续向下。1小时级别价格跌破前期震荡区间，走势和日线走势形成共振，价格向下走势加强，MACD快慢线在0轴下方继续向下。所以，白银今日走势空头向下为主。今日等待价格再次反弹至向下趋势线附近看信号布局空单。目标前期低点附近附近。\n　　XAGUSD交易策略（做空）\n　　进场点：27.6附近，止损：28.3，止盈点：26.9-26.2\n　　USOIL~原油~1小时级别\n\n　　昨日原油冲高会回落，短期下跌幅度较大。日线级别价格冲高布林带上轨遇阻，高位收带上影线的中阴线看跌信号，短期价格还要回调，MACD快慢线开始走平。再看1小时级别，价格跌破向上趋势线导致前期走势被反转，MACD快慢线已经跌破0轴。所以，今日原油走势空头反弹向下为主。今日等待价格再次冲高至向下趋势线附近看信号布局空单。目标前期低点71.3附近。\n　　USOIL交易策略（做空）\n　　进场点：72.8附近，止损：73.8，止盈点：71.8-71.3\n　　EURUSD~欧美~1小时级别\n　　欧元受美联储利率决议影响瞬间大跌。日线级别价格跌破60日均线收大阴线看跌信号，高位下跌通道确立，MACD快慢线继续向下，快线已经跌破0轴。1小时级别，价格跌破短期震荡平台，价格继续向下，MACD快慢线在0轴下方继续向下。所以，欧元今日走势空头向下为主。今日等待价格再次反弹至向下趋势线附近看信号布局空单。目标前期低点1.1970附近。\n　　EURUSD交易策略（做空）\n　　进场点：1.2040附近，止损点：1.2100，止盈点：1.1970-1.1900\n　　GBPUSD~英镑~1小时级别\n　　英镑和欧元类似，价格短时间弱势下跌。日线级别价格跌破40日均线收大阴线看跌信号，前期震荡走势被破坏，短期价格还要下跌，MACD快慢线继续向下。再看1小时级别，价格跌破向下趋势线，短期很难回到前期震荡区间，MACD快慢线跌破0轴继续向下。所以，今日英镑走势空头占据优势。今日等待价格附近看信号布局空单。目标前期低点附近。\n　　GBPUSD交易策略（做空）\n　　进场点：1.4020附近，止损点：1.4090，止盈点：1.3970-1.3900\n\n\n新浪声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈平","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"NUGT":0.6,"GCmain":1,"SGUmain":0.6,"GLD":0.6,"SGCmain":0.6,"GDX":0.6,"DUST":0.6,"IAU":0.6,"MGCmain":1}},"isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}