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2021-02-09
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The Wildest Market in Forty Years! Here's the answer to Soros's 'close comrade'
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2021-02-06
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Apple says high-end iPhone sales are limited as chip shortages spread to mobile phones
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2021-02-06
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2021-02-05
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Here's the answer to Soros's 'close comrade'","url":"https://stock-news.laohu8.com/highlight/detail?id=1141106433","media":"华尔街见闻","summary":"“这是我见过的最狂野的市场！”近日，有“华尔街天才”之称的Stanley Druckenmiller，在与高盛对冲基金业务全球负责人Tony Pasquariello的一场精彩对话中，对眼下的市场情况","content":"<p><b>\"This is the wildest market I've ever seen!\"</b></p><p>Recently, Stanley Druckenmiller, known as the \"genius of Wall Street\",<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>In a great conversation with Tony Pasquariello, the global head of hedge funds, the following statement was made about the current market situation.</p><p>For decades, Druckenmiller was considered one of the most successful macro hedge fund managers worldwide.<b>Over 30 years, he has produced a compound annual growth rate of 30% and holds the record for no negative returns in his investment career.</b></p><p>Druckenmiller had been Soros's \"close comrade-in-arms\". In 1988, at the invitation of Soros, Druckenmiller officially entered Quantum Fund Company. In 1992, Druckenmiller accurately predicted that the pound would fall against the German mark. At that time, he helped Soros \"snipe the pound\" and won a big victory against the Bank of England.</p><p>In 2010, Druckenmiller suddenly announced his retirement, ending his 30-year \"military career\" in the financial battlefield. Since then, he has rarely appeared and rarely publicly expressed his investment views.</p><p>And in this rare conversation with Goldman Sachs, he shared his latest views on macro investment, large asset classes and Bitcoin. Wall Street News excerpts some of the key contents of the interview:</p><p><b>01. \"Strange environment\"</b></p><p>Druckenmiller first introduced<b>The current investment environment, and used an adjective-\"strange\"</b>：</p><p>What we have experienced<b>The recession is five times the average since World War II</b>, but happens 25% of the time. What is even stranger is that 11 million people lost their jobs during the year, but thanks to massive policy support, our<b>Personal income increases by the biggest in 20 years</b>。 CARES Act<b>Added trillions of dollars in fiscal stimulus. How big is this?</b>In the three months of 2020, we<b>Increased deficits exceed the last five recessions</b>(1973, 1975, 1982, early 1990s, dotcom bubble burst and global financial crisis)<b>Sum of</b>。 The Fed has bought more Treasury Bond in 6 weeks than it has bought Treasury Bond in 10 years of Bernanke/Yellen's administration. Thanks to the Federal Reserve's monetary policy, corporate borrowing had already increased from $6 trillion to $10 trillion before the crisis, and almost always decreased in recessions, but this year corporate borrowing increased by $400 billion. By contrast, corporate borrowing fell by $500 billion during the global financial crisis. Putting U.S. policy in a global context is even more surprising, Druckenmiller notes:</p><p>Since 2018, US M2 has increased by 25% over nominal GDP, that is, liquidity has increased by 25%. In China, the ratio of M2 to nominal GDP is the same as it was three years ago. So China hasn't overdrawn anything from their future, we have a lot of liquidity input and frankly very little investment, mostly transfers and Fed stimulus. We did a terrible handling of the virus, and China and Asia as a whole basically defeated the virus.<b>02. Short U.S. debt and U.S. dollar, and long commodities</b></p><p>In the interview, Pasquariello asked, if only one asset could be selected that would provide the best opportunity next year, what would Druckenmiller choose?</p><p>Druckenmiller says that's not how he plays the game. He believes that the most dominant investment theme right now is inflation relative to what policymakers think. But since policymakers' responses can vary depending on how well the vaccine works, it's best to have an investment matrix.</p><p>Druckenmiller revealed some of his holdings:</p><p>In response to reflation,<b>Shorting Long-Term U.S. Debt</b>。<b>Has large positions in commodities</b>。 Because the longer the Fed tries to keep interest rates down, the more winners it has in the commodities space.<b>Short the US Dollar</b>。 \"Very, very\" bearish on the dollar due to the contrast between US policy and Asian policy.<b>03. Growth stocks face challenges, and large technology stocks can rise again</b></p><p>Pasquariello asked Druckenmiller what he thinks about stocks, especially tech stocks, including big tech stocks, cloud computing companies, and some small-cap growth stocks.</p><p>For growth stocks, Druckenmiller is more cautious. He believes that from the perspective of valuations and bond markets,<b>Growth stocks will be in a very, very challenging environment over the next 5 years</b>：</p><p>If there is 4-5% inflation in the US in a few years and bond yields rise sharply, growth stocks are historically very negative relative to other stocks. The comparison to 2000, on the other hand, is ridiculous. Absurd reason, at that time we had a double whammy, not only in the frenzy of high valuation, but also the end of earnings, because the rapid growth of those companies at that time was due to the Internet itself under construction, and with the completion of Internet construction, they couldn't continue to generate earnings.<b>Druckenmiller remains optimistic about big tech stocks that have matured</b>：</p><p>In the last 2-3 months, in the field of technology,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Has been underperforming. But they're not overvalued, and I'm not worried about these stocks if the Fed continues to push the envelope in terms of friendliness, in fact, they may continue to rise.<b>04. Asia has emerged from the epidemic and become a big winner</b></p><p>Druckenmiller is very bullish on Asian investment prospects, and holds assets in China, Japan and South Korea.</p><p>These regions are off to a good start this year, and Druckenmiller points out that while the United States is desperately overdrawing its future, Asia has emerged from the pandemic as a big winner:</p><p>In the field of science and technology, with<a href=\"https://laohu8.com/S/INTC\">Intel</a>Surrender, Asia has the foundry and memory, in<a href=\"https://laohu8.com/S/300024\">Robot</a>The field is also leading. I think Asia looks much better than the United States in the next 5 years because, in a way, the United States has to pay for productivity, higher wages, and a more devalued dollar.<b>Asia will outperform the US in the long run, especially in the foreign exchange market. China's net investment just surpassed that of the United States this year</b>This is just the beginning of a trend, not the end.<b>05. I can't read Bitcoin, but I still bought it</b></p><p>For a comeback Bitcoin, Pasquariello naturally won't miss Druckenmiller's take on it.</p><p>When asked whether Bitcoin is the mother of all asset bubbles or something more real and lasting, Druckenmiller replied, perhaps both.</p><p>Druckenmiller expresses his confusion about Bitcoin:</p><p>Bitcoin has been around for 13 years, and young millennials, in particular, look at it the way I look at gold. But I doubt that Bitcoin will be a store of value, because if it is a currency, it has all kinds of problems, such as consuming a lot of energy, being volatile, etc. Druckenmiller frankly admitted that he didn't understand Bitcoin and didn't trust Bitcoin very much, but he did buy some, and since he bought it, it went up a lot.</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>The Wildest Market in Forty Years! Here's the answer to Soros's 'close comrade'</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 Wildest Market in Forty Years! Here's the answer to Soros's 'close comrade'\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\">2021-02-08 23:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>\"This is the wildest market I've ever seen!\"</b></p><p>Recently, Stanley Druckenmiller, known as the \"genius of Wall Street\",<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>In a great conversation with Tony Pasquariello, the global head of hedge funds, the following statement was made about the current market situation.</p><p>For decades, Druckenmiller was considered one of the most successful macro hedge fund managers worldwide.<b>Over 30 years, he has produced a compound annual growth rate of 30% and holds the record for no negative returns in his investment career.</b></p><p>Druckenmiller had been Soros's \"close comrade-in-arms\". In 1988, at the invitation of Soros, Druckenmiller officially entered Quantum Fund Company. In 1992, Druckenmiller accurately predicted that the pound would fall against the German mark. At that time, he helped Soros \"snipe the pound\" and won a big victory against the Bank of England.</p><p>In 2010, Druckenmiller suddenly announced his retirement, ending his 30-year \"military career\" in the financial battlefield. Since then, he has rarely appeared and rarely publicly expressed his investment views.</p><p>And in this rare conversation with Goldman Sachs, he shared his latest views on macro investment, large asset classes and Bitcoin. Wall Street News excerpts some of the key contents of the interview:</p><p><b>01. \"Strange environment\"</b></p><p>Druckenmiller first introduced<b>The current investment environment, and used an adjective-\"strange\"</b>：</p><p>What we have experienced<b>The recession is five times the average since World War II</b>, but happens 25% of the time. What is even stranger is that 11 million people lost their jobs during the year, but thanks to massive policy support, our<b>Personal income increases by the biggest in 20 years</b>。 CARES Act<b>Added trillions of dollars in fiscal stimulus. How big is this?</b>In the three months of 2020, we<b>Increased deficits exceed the last five recessions</b>(1973, 1975, 1982, early 1990s, dotcom bubble burst and global financial crisis)<b>Sum of</b>。 The Fed has bought more Treasury Bond in 6 weeks than it has bought Treasury Bond in 10 years of Bernanke/Yellen's administration. Thanks to the Federal Reserve's monetary policy, corporate borrowing had already increased from $6 trillion to $10 trillion before the crisis, and almost always decreased in recessions, but this year corporate borrowing increased by $400 billion. By contrast, corporate borrowing fell by $500 billion during the global financial crisis. Putting U.S. policy in a global context is even more surprising, Druckenmiller notes:</p><p>Since 2018, US M2 has increased by 25% over nominal GDP, that is, liquidity has increased by 25%. In China, the ratio of M2 to nominal GDP is the same as it was three years ago. So China hasn't overdrawn anything from their future, we have a lot of liquidity input and frankly very little investment, mostly transfers and Fed stimulus. We did a terrible handling of the virus, and China and Asia as a whole basically defeated the virus.<b>02. Short U.S. debt and U.S. dollar, and long commodities</b></p><p>In the interview, Pasquariello asked, if only one asset could be selected that would provide the best opportunity next year, what would Druckenmiller choose?</p><p>Druckenmiller says that's not how he plays the game. He believes that the most dominant investment theme right now is inflation relative to what policymakers think. But since policymakers' responses can vary depending on how well the vaccine works, it's best to have an investment matrix.</p><p>Druckenmiller revealed some of his holdings:</p><p>In response to reflation,<b>Shorting Long-Term U.S. Debt</b>。<b>Has large positions in commodities</b>。 Because the longer the Fed tries to keep interest rates down, the more winners it has in the commodities space.<b>Short the US Dollar</b>。 \"Very, very\" bearish on the dollar due to the contrast between US policy and Asian policy.<b>03. Growth stocks face challenges, and large technology stocks can rise again</b></p><p>Pasquariello asked Druckenmiller what he thinks about stocks, especially tech stocks, including big tech stocks, cloud computing companies, and some small-cap growth stocks.</p><p>For growth stocks, Druckenmiller is more cautious. He believes that from the perspective of valuations and bond markets,<b>Growth stocks will be in a very, very challenging environment over the next 5 years</b>：</p><p>If there is 4-5% inflation in the US in a few years and bond yields rise sharply, growth stocks are historically very negative relative to other stocks. The comparison to 2000, on the other hand, is ridiculous. Absurd reason, at that time we had a double whammy, not only in the frenzy of high valuation, but also the end of earnings, because the rapid growth of those companies at that time was due to the Internet itself under construction, and with the completion of Internet construction, they couldn't continue to generate earnings.<b>Druckenmiller remains optimistic about big tech stocks that have matured</b>：</p><p>In the last 2-3 months, in the field of technology,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Has been underperforming. But they're not overvalued, and I'm not worried about these stocks if the Fed continues to push the envelope in terms of friendliness, in fact, they may continue to rise.<b>04. Asia has emerged from the epidemic and become a big winner</b></p><p>Druckenmiller is very bullish on Asian investment prospects, and holds assets in China, Japan and South Korea.</p><p>These regions are off to a good start this year, and Druckenmiller points out that while the United States is desperately overdrawing its future, Asia has emerged from the pandemic as a big winner:</p><p>In the field of science and technology, with<a href=\"https://laohu8.com/S/INTC\">Intel</a>Surrender, Asia has the foundry and memory, in<a href=\"https://laohu8.com/S/300024\">Robot</a>The field is also leading. I think Asia looks much better than the United States in the next 5 years because, in a way, the United States has to pay for productivity, higher wages, and a more devalued dollar.<b>Asia will outperform the US in the long run, especially in the foreign exchange market. China's net investment just surpassed that of the United States this year</b>This is just the beginning of a trend, not the end.<b>05. I can't read Bitcoin, but I still bought it</b></p><p>For a comeback Bitcoin, Pasquariello naturally won't miss Druckenmiller's take on it.</p><p>When asked whether Bitcoin is the mother of all asset bubbles or something more real and lasting, Druckenmiller replied, perhaps both.</p><p>Druckenmiller expresses his confusion about Bitcoin:</p><p>Bitcoin has been around for 13 years, and young millennials, in particular, look at it the way I look at gold. But I doubt that Bitcoin will be a store of value, because if it is a currency, it has all kinds of problems, such as consuming a lot of energy, being volatile, etc. Druckenmiller frankly admitted that he didn't understand Bitcoin and didn't trust Bitcoin very much, but he did buy some, and since he bought it, it went up a lot.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/VvcsLNvJgK1tllcMnVBkTA\">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/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/VvcsLNvJgK1tllcMnVBkTA","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1141106433","content_text":"“这是我见过的最狂野的市场！”近日，有“华尔街天才”之称的Stanley Druckenmiller，在与高盛对冲基金业务全球负责人Tony Pasquariello的一场精彩对话中，对眼下的市场情况作出了如下表述。几十年来，Druckenmiller被认为是全球最成功的宏观对冲基金经理之一。30年里，他创造了年均复合增长率30%的业绩，并且保持着投资生涯无负收益年份的记录。Druckenmiller曾是索罗斯的“亲密战友”。1988年受索罗斯邀请，Druckenmiller正式进入量子基金公司。1992年，Druckenmiller准确预测英镑对德国马克汇率将下跌。当时他帮助索罗斯“狙击英镑”，在与英国央行的较量中大获全胜。2010年，Druckenmiller突然宣布退休，结束30年金融战场的“戎马生涯”，此后就鲜少露面，极少公开表态投资观点。而在这次与高盛的罕见对话中，分享了他关于宏观投资、大类资产、比特币的最新观点。华尔街见闻摘写了访谈中部分重点内容：01、“奇怪的环境”Druckenmiller首先介绍了眼下投资的大环境，并用了一个形容词——”奇怪”：我们所经历的 经济衰退是二战以来平均水平的5倍，但发生在25%的时间里。更奇怪的是，这一年里有1100万人失业，但由于大规模的政策支持，我们的 个人收入增幅为20年以来最大。CARES法案 增加了数万亿美元的财政刺激。这有多大？在2020年的三个月里，我们 增加的赤字超过了过去5次衰退(1973年、1975年、1982年、90年代初、互联网泡沫破裂和全球金融危机) 的总和。美联储在6周内购买的国债超过了伯南克/耶伦执政10年来购买的国债。由于美联储的货币政策，在危机爆发前，企业借款已经从6万亿美元增加到10万亿美元，而在经济衰退时，企业借款几乎总是会减少，但今年企业借款增加了4000亿美元。作为对比，全球金融危机期间企业借款减少了5000亿美元。把美国的政策放在全球背景下，更是令人吃惊，Druckenmiller指出：2018年以来，美国M2比名义GDP增长了25%，也就是流动性增加25%。在中国，M2与名义GDP之比与3年前持平。因此，中国没有从他们的未来那里透支任何东西，我们有大量的流动性投入，坦率地说，投资却很少，主要是转移支付和美联储刺激。我们对病毒做了可怕的处理，而中国和整个亚洲基本上都战胜了病毒。02、做空美债、美元，做多商品在访谈中，Pasquariello问及，如果只能选择一项明年能提供最好机会的资产，Druckenmiller会选什么？Druckenmiller表示，这不是他玩游戏的方式。他认为，目前最主要的投资主题是通胀相对于政策制定者的想法。但由于政策制定者的反应可能会根据疫苗效果的不同而有所不同，因此最好是有一个投资矩阵。Druckenmiller透露了他的部分持仓：为了应对通货再膨胀， 做空长期美债。在大宗商品领域拥有大量头寸。因为美联储试图压低利率的时间越长，在大宗商品领域的胜券就越多。做空美元。由于美国政策与亚洲政策的反差，所以“非常非常”看空美元。03、成长股面临挑战，大型科技股还能再涨Pasquariello问及Druckenmiller对股票的看法，尤其是对科技股的看法，包括大型科技股、云计算公司和一些小型成长股。对于成长股，Druckenmiller的看法较为谨慎，他认为，从估值和债券市场的情况来看，未来5年成长型股票将处于一个非常、非常充满挑战的环境中：如果美国几年后出现4-5%的通胀，债券收益率急剧上升，从历史上看，成长型股票相对于其他股票来说是非常负面的。另一方面，与2000年的比较是荒谬的。荒谬的原因，当时我们有一个双重打击，不仅处于高估值的狂热之中，而且收益也即将结束，因为那些公司当时快速增长都是由于在建互联网本身，随着互联网建设完成，就无法继续产生收益。对于那些已经发展成熟的大型科技股，Druckenmiller依然乐观：过去2-3个月里，在科技领域，亚马逊和微软一直表现不佳。但它们并没有被高估，如果美联储继续在友好方面挑战极限，我并不担心这些股票，事实上，它们可能会继续上涨。04、亚洲已经走出疫情，成为大赢家Druckenmiller十分看好亚洲投资前景，同时持有中国、日本和韩国资产。今年以来这些地区开局良好，Druckenmiller指出，在美国拼命透支未来的时候，亚洲已经走出疫情，成为大赢家：在科技领域，随着英特尔缴械投降，亚洲拥有了代工和内存，在机器人领域也领先。我认为未来5年亚洲看起来比美国好多了, 因为在某种程度上，美国必须为生产力，更高的工资，以及更贬值的美元付出代价。长期来看，亚洲的表现将优于美国，尤其是外汇市场。今年中国的净投资刚刚超过美国，这只是一种趋势的开始，而不是结束。05、看不懂比特币，但还是买了对于卷土重来的比特币，Pasquariello自然不会错过Druckenmiller对它的看法。当被问及，比特币是所有资产泡沫之母还是某种更真实更持久的东西时，Druckenmiller回答道，或许两者都是。Druckenmiller表达了他对比特币的困惑：比特币已经存在有13年了，尤其是年轻的千禧一代，看待它就如同我看待黄金的方式。但我怀疑比特币是否会成为一种价值储存手段，因为如果作为货币，它存在各种各样的问题，比如消耗大量能源，波动性大等。Druckenmiller坦诚地承认，他不明白比特币，也不是很相信比特币，但他确实也买了一些，而且买了以后，涨了很多。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380755622,"gmtCreate":1612599583066,"gmtModify":1704873169051,"author":{"id":"3575549774871441","authorId":"3575549774871441","name":"RichWong","avatar":"https://static.tigerbbs.com/aa59677b02974658b4d67103450b4e92","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575549774871441","idStr":"3575549774871441"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380755622","repostId":"2109770369","repostType":4,"repost":{"id":"2109770369","kind":"news","pubTimestamp":1612568040,"share":"https://ttm.financial/m/news/2109770369?lang=en_US&edition=fundamental","pubTime":"2021-02-06 07:34","market":"us","language":"zh","title":"Apple says high-end iPhone sales are limited as chip shortages spread to mobile phones","url":"https://stock-news.laohu8.com/highlight/detail?id=2109770369","media":"智通财经网","summary":"周五，苹果(AAPL.US)最近表示，一些新款高端iPhone的销售受到零部件短缺的限制。此外，恩智浦(NXPI.US)和英飞凌(IFNNY.US)都表示，这些供应限制已不再局限于汽车行业。索尼(SN...","content":"<p>On Friday, Apple recently said that sales of some new high-end iPhones were limited by parts shortages.</p><p>In addition,<a href=\"https://laohu8.com/S/NXPI\">NXP</a>(NXPI.US) and<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>(IFNNY.US) both said that these supply constraints are no longer confined to the automotive industry.<a href=\"https://laohu8.com/S/SNE\">Sony</a>(SNE.US) said Wednesday that the company may not be able to fully meet demand for its new consoles in 2021 due to production bottlenecks.</p><p>Strategy Analytics analyst Neil Mawston said: \"Factory shutdowns due to COVID, along with competition from tablets, laptops and electric vehicles, are leading to the toughest state of smartphone component supply in years.\" Mawston estimates that prices for key smartphone components, including chipsets and displays, have risen as much as 15% over the past three to six months.</p>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple says high-end iPhone sales are limited as chip shortages spread to mobile phones</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple says high-end iPhone sales are limited as chip shortages spread to mobile phones\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经网</strong><span class=\"h-time small\">2021-02-06 07:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On Friday, Apple recently said that sales of some new high-end iPhones were limited by parts shortages.</p><p>In addition,<a href=\"https://laohu8.com/S/NXPI\">NXP</a>(NXPI.US) and<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>(IFNNY.US) both said that these supply constraints are no longer confined to the automotive industry.<a href=\"https://laohu8.com/S/SNE\">Sony</a>(SNE.US) said Wednesday that the company may not be able to fully meet demand for its new consoles in 2021 due to production bottlenecks.</p><p>Strategy Analytics analyst Neil Mawston said: \"Factory shutdowns due to COVID, along with competition from tablets, laptops and electric vehicles, are leading to the toughest state of smartphone component supply in years.\" Mawston estimates that prices for key smartphone components, including chipsets and displays, have risen as much as 15% over the past three to six months.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://finance.eastmoney.com/a/202102061805314362.html\">智通财经网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b","relate_stocks":{"159813":"芯片","03086":"华夏纳指","09086":"华夏纳指-U","AAPL":"苹果","AA":"美国铝业"},"source_url":"http://finance.eastmoney.com/a/202102061805314362.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2109770369","content_text":"周五，苹果最近表示，一些新款高端iPhone的销售受到零部件短缺的限制。此外，恩智浦(NXPI.US)和英飞凌(IFNNY.US)都表示，这些供应限制已不再局限于汽车行业。索尼(SNE.US)周三表示，由于生产瓶颈，该公司可能无法在2021年完全满足其新款游戏机的需求。Strategy Analytics分析师Neil Mawston表示：“因新冠疫情导致的工厂停工，以及来自平板电脑、笔记本电脑和电动汽车的竞争，正在导致智能手机零部件供应出现多年来最艰难的状况。”Mawston估计，包括芯片组和显示屏在内的智能手机关键零部件的价格在过去三到六个月里上涨了15%之多。","news_type":1,"symbols_score_info":{"159813":0.9,"AAPL":0.9,"03086":0.9,"09086":0.9,"AA":0.9}},"isVote":1,"tweetType":1,"viewCount":1309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380593603,"gmtCreate":1612546764402,"gmtModify":1704872823831,"author":{"id":"3575549774871441","authorId":"3575549774871441","name":"RichWong","avatar":"https://static.tigerbbs.com/aa59677b02974658b4d67103450b4e92","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575549774871441","idStr":"3575549774871441"},"themes":[],"htmlText":"?<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a>","listText":"?<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a>","text":"?$PayPal(PYPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380593603","isVote":1,"tweetType":1,"viewCount":1802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317551946,"gmtCreate":1612457180185,"gmtModify":1704871585643,"author":{"id":"3575549774871441","authorId":"3575549774871441","name":"RichWong","avatar":"https://static.tigerbbs.com/aa59677b02974658b4d67103450b4e92","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575549774871441","idStr":"3575549774871441"},"themes":[],"htmlText":"✅","listText":"✅","text":"✅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317551946","repostId":"1197633592","repostType":4,"repost":{"id":"1197633592","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":1612451567,"share":"https://ttm.financial/m/news/1197633592?lang=en_US&edition=fundamental","pubTime":"2021-02-04 23:12","market":"us","language":"zh","title":"Lychee jumped nearly 60% and its share price has tripled this week","url":"https://stock-news.laohu8.com/highlight/detail?id=1197633592","media":"老虎资讯综合","summary":"周四，荔枝盘中大涨近60%，股价刷新52周高位，本周已累涨逾310%。\n\n消息面上，荔枝今日宣布与泡泡玛特达成合作协议，将在荔枝上发布首个品牌播客。\n近日Clubhouse走红，在不到一年的时间里就成","content":"<p>On Thursday,<a href=\"https://laohu8.com/S/LIZI\">Lychee</a>It rose nearly 60% in the intraday session, and the stock price reached a 52-week high. This week, it has risen by more than 310%.</p><p><img src=\"https://static.tigerbbs.com/9fb80bda1fe273ec9764a153cf514eca\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>On the news side, Lychee today announced that it<a href=\"https://laohu8.com/S/09992\">Bubble Mart</a>A partnership agreement was reached to launch the first branded podcast on Lychee.</p><p>Recently, Clubhouse became popular and became a unicorn with a valuation of $1 billion in less than a year, which made the voice social track attract attention again. In the European and American markets, another product named \"Tiya\" also occupies a considerable market share, with users in more than 200 countries and regions. Tiya's development team is from none other than Litchi.</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>Lychee jumped nearly 60% and its share price has tripled this week</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\">\nLychee jumped nearly 60% and its share price has tripled this week\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\">2021-02-04 23:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On Thursday,<a href=\"https://laohu8.com/S/LIZI\">Lychee</a>It rose nearly 60% in the intraday session, and the stock price reached a 52-week high. This week, it has risen by more than 310%.</p><p><img src=\"https://static.tigerbbs.com/9fb80bda1fe273ec9764a153cf514eca\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>On the news side, Lychee today announced that it<a href=\"https://laohu8.com/S/09992\">Bubble Mart</a>A partnership agreement was reached to launch the first branded podcast on Lychee.</p><p>Recently, Clubhouse became popular and became a unicorn with a valuation of $1 billion in less than a year, which made the voice social track attract attention again. In the European and American markets, another product named \"Tiya\" also occupies a considerable market share, with users in more than 200 countries and regions. Tiya's development team is from none other than Litchi.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/67b0297cfccff0a8a073407a5bb08626","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197633592","content_text":"周四，荔枝盘中大涨近60%，股价刷新52周高位，本周已累涨逾310%。\n\n消息面上，荔枝今日宣布与泡泡玛特达成合作协议，将在荔枝上发布首个品牌播客。\n近日Clubhouse走红，在不到一年的时间里就成为估值达到10亿美元的独角兽，这让语音社交这一赛道再次被瞩目。在欧美市场，另一款名为“Tiya”的产品亦占有较为可观的市场份额，用户遍及超过200个国家和地区。Tiya的开发团队正是来自荔枝。","news_type":1,"symbols_score_info":{"LIZI":0.9}},"isVote":1,"tweetType":1,"viewCount":1585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":383082498,"gmtCreate":1612807654114,"gmtModify":1704874572662,"author":{"id":"3575549774871441","authorId":"3575549774871441","name":"RichWong","avatar":"https://static.tigerbbs.com/aa59677b02974658b4d67103450b4e92","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575549774871441","idStr":"3575549774871441"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383082498","repostId":"1141106433","repostType":4,"repost":{"id":"1141106433","kind":"news","pubTimestamp":1612796496,"share":"https://ttm.financial/m/news/1141106433?lang=en_US&edition=fundamental","pubTime":"2021-02-08 23:01","market":"us","language":"zh","title":"The Wildest Market in Forty Years! Here's the answer to Soros's 'close comrade'","url":"https://stock-news.laohu8.com/highlight/detail?id=1141106433","media":"华尔街见闻","summary":"“这是我见过的最狂野的市场！”近日，有“华尔街天才”之称的Stanley Druckenmiller，在与高盛对冲基金业务全球负责人Tony Pasquariello的一场精彩对话中，对眼下的市场情况","content":"<p><b>\"This is the wildest market I've ever seen!\"</b></p><p>Recently, Stanley Druckenmiller, known as the \"genius of Wall Street\",<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>In a great conversation with Tony Pasquariello, the global head of hedge funds, the following statement was made about the current market situation.</p><p>For decades, Druckenmiller was considered one of the most successful macro hedge fund managers worldwide.<b>Over 30 years, he has produced a compound annual growth rate of 30% and holds the record for no negative returns in his investment career.</b></p><p>Druckenmiller had been Soros's \"close comrade-in-arms\". In 1988, at the invitation of Soros, Druckenmiller officially entered Quantum Fund Company. In 1992, Druckenmiller accurately predicted that the pound would fall against the German mark. At that time, he helped Soros \"snipe the pound\" and won a big victory against the Bank of England.</p><p>In 2010, Druckenmiller suddenly announced his retirement, ending his 30-year \"military career\" in the financial battlefield. Since then, he has rarely appeared and rarely publicly expressed his investment views.</p><p>And in this rare conversation with Goldman Sachs, he shared his latest views on macro investment, large asset classes and Bitcoin. Wall Street News excerpts some of the key contents of the interview:</p><p><b>01. \"Strange environment\"</b></p><p>Druckenmiller first introduced<b>The current investment environment, and used an adjective-\"strange\"</b>：</p><p>What we have experienced<b>The recession is five times the average since World War II</b>, but happens 25% of the time. What is even stranger is that 11 million people lost their jobs during the year, but thanks to massive policy support, our<b>Personal income increases by the biggest in 20 years</b>。 CARES Act<b>Added trillions of dollars in fiscal stimulus. How big is this?</b>In the three months of 2020, we<b>Increased deficits exceed the last five recessions</b>(1973, 1975, 1982, early 1990s, dotcom bubble burst and global financial crisis)<b>Sum of</b>。 The Fed has bought more Treasury Bond in 6 weeks than it has bought Treasury Bond in 10 years of Bernanke/Yellen's administration. Thanks to the Federal Reserve's monetary policy, corporate borrowing had already increased from $6 trillion to $10 trillion before the crisis, and almost always decreased in recessions, but this year corporate borrowing increased by $400 billion. By contrast, corporate borrowing fell by $500 billion during the global financial crisis. Putting U.S. policy in a global context is even more surprising, Druckenmiller notes:</p><p>Since 2018, US M2 has increased by 25% over nominal GDP, that is, liquidity has increased by 25%. In China, the ratio of M2 to nominal GDP is the same as it was three years ago. So China hasn't overdrawn anything from their future, we have a lot of liquidity input and frankly very little investment, mostly transfers and Fed stimulus. We did a terrible handling of the virus, and China and Asia as a whole basically defeated the virus.<b>02. Short U.S. debt and U.S. dollar, and long commodities</b></p><p>In the interview, Pasquariello asked, if only one asset could be selected that would provide the best opportunity next year, what would Druckenmiller choose?</p><p>Druckenmiller says that's not how he plays the game. He believes that the most dominant investment theme right now is inflation relative to what policymakers think. But since policymakers' responses can vary depending on how well the vaccine works, it's best to have an investment matrix.</p><p>Druckenmiller revealed some of his holdings:</p><p>In response to reflation,<b>Shorting Long-Term U.S. Debt</b>。<b>Has large positions in commodities</b>。 Because the longer the Fed tries to keep interest rates down, the more winners it has in the commodities space.<b>Short the US Dollar</b>。 \"Very, very\" bearish on the dollar due to the contrast between US policy and Asian policy.<b>03. Growth stocks face challenges, and large technology stocks can rise again</b></p><p>Pasquariello asked Druckenmiller what he thinks about stocks, especially tech stocks, including big tech stocks, cloud computing companies, and some small-cap growth stocks.</p><p>For growth stocks, Druckenmiller is more cautious. He believes that from the perspective of valuations and bond markets,<b>Growth stocks will be in a very, very challenging environment over the next 5 years</b>：</p><p>If there is 4-5% inflation in the US in a few years and bond yields rise sharply, growth stocks are historically very negative relative to other stocks. The comparison to 2000, on the other hand, is ridiculous. Absurd reason, at that time we had a double whammy, not only in the frenzy of high valuation, but also the end of earnings, because the rapid growth of those companies at that time was due to the Internet itself under construction, and with the completion of Internet construction, they couldn't continue to generate earnings.<b>Druckenmiller remains optimistic about big tech stocks that have matured</b>：</p><p>In the last 2-3 months, in the field of technology,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Has been underperforming. But they're not overvalued, and I'm not worried about these stocks if the Fed continues to push the envelope in terms of friendliness, in fact, they may continue to rise.<b>04. Asia has emerged from the epidemic and become a big winner</b></p><p>Druckenmiller is very bullish on Asian investment prospects, and holds assets in China, Japan and South Korea.</p><p>These regions are off to a good start this year, and Druckenmiller points out that while the United States is desperately overdrawing its future, Asia has emerged from the pandemic as a big winner:</p><p>In the field of science and technology, with<a href=\"https://laohu8.com/S/INTC\">Intel</a>Surrender, Asia has the foundry and memory, in<a href=\"https://laohu8.com/S/300024\">Robot</a>The field is also leading. I think Asia looks much better than the United States in the next 5 years because, in a way, the United States has to pay for productivity, higher wages, and a more devalued dollar.<b>Asia will outperform the US in the long run, especially in the foreign exchange market. China's net investment just surpassed that of the United States this year</b>This is just the beginning of a trend, not the end.<b>05. I can't read Bitcoin, but I still bought it</b></p><p>For a comeback Bitcoin, Pasquariello naturally won't miss Druckenmiller's take on it.</p><p>When asked whether Bitcoin is the mother of all asset bubbles or something more real and lasting, Druckenmiller replied, perhaps both.</p><p>Druckenmiller expresses his confusion about Bitcoin:</p><p>Bitcoin has been around for 13 years, and young millennials, in particular, look at it the way I look at gold. But I doubt that Bitcoin will be a store of value, because if it is a currency, it has all kinds of problems, such as consuming a lot of energy, being volatile, etc. Druckenmiller frankly admitted that he didn't understand Bitcoin and didn't trust Bitcoin very much, but he did buy some, and since he bought it, it went up a lot.</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>The Wildest Market in Forty Years! Here's the answer to Soros's 'close comrade'</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 Wildest Market in Forty Years! Here's the answer to Soros's 'close comrade'\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\">2021-02-08 23:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>\"This is the wildest market I've ever seen!\"</b></p><p>Recently, Stanley Druckenmiller, known as the \"genius of Wall Street\",<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>In a great conversation with Tony Pasquariello, the global head of hedge funds, the following statement was made about the current market situation.</p><p>For decades, Druckenmiller was considered one of the most successful macro hedge fund managers worldwide.<b>Over 30 years, he has produced a compound annual growth rate of 30% and holds the record for no negative returns in his investment career.</b></p><p>Druckenmiller had been Soros's \"close comrade-in-arms\". In 1988, at the invitation of Soros, Druckenmiller officially entered Quantum Fund Company. In 1992, Druckenmiller accurately predicted that the pound would fall against the German mark. At that time, he helped Soros \"snipe the pound\" and won a big victory against the Bank of England.</p><p>In 2010, Druckenmiller suddenly announced his retirement, ending his 30-year \"military career\" in the financial battlefield. Since then, he has rarely appeared and rarely publicly expressed his investment views.</p><p>And in this rare conversation with Goldman Sachs, he shared his latest views on macro investment, large asset classes and Bitcoin. Wall Street News excerpts some of the key contents of the interview:</p><p><b>01. \"Strange environment\"</b></p><p>Druckenmiller first introduced<b>The current investment environment, and used an adjective-\"strange\"</b>：</p><p>What we have experienced<b>The recession is five times the average since World War II</b>, but happens 25% of the time. What is even stranger is that 11 million people lost their jobs during the year, but thanks to massive policy support, our<b>Personal income increases by the biggest in 20 years</b>。 CARES Act<b>Added trillions of dollars in fiscal stimulus. How big is this?</b>In the three months of 2020, we<b>Increased deficits exceed the last five recessions</b>(1973, 1975, 1982, early 1990s, dotcom bubble burst and global financial crisis)<b>Sum of</b>。 The Fed has bought more Treasury Bond in 6 weeks than it has bought Treasury Bond in 10 years of Bernanke/Yellen's administration. Thanks to the Federal Reserve's monetary policy, corporate borrowing had already increased from $6 trillion to $10 trillion before the crisis, and almost always decreased in recessions, but this year corporate borrowing increased by $400 billion. By contrast, corporate borrowing fell by $500 billion during the global financial crisis. Putting U.S. policy in a global context is even more surprising, Druckenmiller notes:</p><p>Since 2018, US M2 has increased by 25% over nominal GDP, that is, liquidity has increased by 25%. In China, the ratio of M2 to nominal GDP is the same as it was three years ago. So China hasn't overdrawn anything from their future, we have a lot of liquidity input and frankly very little investment, mostly transfers and Fed stimulus. We did a terrible handling of the virus, and China and Asia as a whole basically defeated the virus.<b>02. Short U.S. debt and U.S. dollar, and long commodities</b></p><p>In the interview, Pasquariello asked, if only one asset could be selected that would provide the best opportunity next year, what would Druckenmiller choose?</p><p>Druckenmiller says that's not how he plays the game. He believes that the most dominant investment theme right now is inflation relative to what policymakers think. But since policymakers' responses can vary depending on how well the vaccine works, it's best to have an investment matrix.</p><p>Druckenmiller revealed some of his holdings:</p><p>In response to reflation,<b>Shorting Long-Term U.S. Debt</b>。<b>Has large positions in commodities</b>。 Because the longer the Fed tries to keep interest rates down, the more winners it has in the commodities space.<b>Short the US Dollar</b>。 \"Very, very\" bearish on the dollar due to the contrast between US policy and Asian policy.<b>03. Growth stocks face challenges, and large technology stocks can rise again</b></p><p>Pasquariello asked Druckenmiller what he thinks about stocks, especially tech stocks, including big tech stocks, cloud computing companies, and some small-cap growth stocks.</p><p>For growth stocks, Druckenmiller is more cautious. He believes that from the perspective of valuations and bond markets,<b>Growth stocks will be in a very, very challenging environment over the next 5 years</b>：</p><p>If there is 4-5% inflation in the US in a few years and bond yields rise sharply, growth stocks are historically very negative relative to other stocks. The comparison to 2000, on the other hand, is ridiculous. Absurd reason, at that time we had a double whammy, not only in the frenzy of high valuation, but also the end of earnings, because the rapid growth of those companies at that time was due to the Internet itself under construction, and with the completion of Internet construction, they couldn't continue to generate earnings.<b>Druckenmiller remains optimistic about big tech stocks that have matured</b>：</p><p>In the last 2-3 months, in the field of technology,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Has been underperforming. But they're not overvalued, and I'm not worried about these stocks if the Fed continues to push the envelope in terms of friendliness, in fact, they may continue to rise.<b>04. Asia has emerged from the epidemic and become a big winner</b></p><p>Druckenmiller is very bullish on Asian investment prospects, and holds assets in China, Japan and South Korea.</p><p>These regions are off to a good start this year, and Druckenmiller points out that while the United States is desperately overdrawing its future, Asia has emerged from the pandemic as a big winner:</p><p>In the field of science and technology, with<a href=\"https://laohu8.com/S/INTC\">Intel</a>Surrender, Asia has the foundry and memory, in<a href=\"https://laohu8.com/S/300024\">Robot</a>The field is also leading. I think Asia looks much better than the United States in the next 5 years because, in a way, the United States has to pay for productivity, higher wages, and a more devalued dollar.<b>Asia will outperform the US in the long run, especially in the foreign exchange market. China's net investment just surpassed that of the United States this year</b>This is just the beginning of a trend, not the end.<b>05. I can't read Bitcoin, but I still bought it</b></p><p>For a comeback Bitcoin, Pasquariello naturally won't miss Druckenmiller's take on it.</p><p>When asked whether Bitcoin is the mother of all asset bubbles or something more real and lasting, Druckenmiller replied, perhaps both.</p><p>Druckenmiller expresses his confusion about Bitcoin:</p><p>Bitcoin has been around for 13 years, and young millennials, in particular, look at it the way I look at gold. But I doubt that Bitcoin will be a store of value, because if it is a currency, it has all kinds of problems, such as consuming a lot of energy, being volatile, etc. Druckenmiller frankly admitted that he didn't understand Bitcoin and didn't trust Bitcoin very much, but he did buy some, and since he bought it, it went up a lot.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/VvcsLNvJgK1tllcMnVBkTA\">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/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/VvcsLNvJgK1tllcMnVBkTA","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1141106433","content_text":"“这是我见过的最狂野的市场！”近日，有“华尔街天才”之称的Stanley Druckenmiller，在与高盛对冲基金业务全球负责人Tony Pasquariello的一场精彩对话中，对眼下的市场情况作出了如下表述。几十年来，Druckenmiller被认为是全球最成功的宏观对冲基金经理之一。30年里，他创造了年均复合增长率30%的业绩，并且保持着投资生涯无负收益年份的记录。Druckenmiller曾是索罗斯的“亲密战友”。1988年受索罗斯邀请，Druckenmiller正式进入量子基金公司。1992年，Druckenmiller准确预测英镑对德国马克汇率将下跌。当时他帮助索罗斯“狙击英镑”，在与英国央行的较量中大获全胜。2010年，Druckenmiller突然宣布退休，结束30年金融战场的“戎马生涯”，此后就鲜少露面，极少公开表态投资观点。而在这次与高盛的罕见对话中，分享了他关于宏观投资、大类资产、比特币的最新观点。华尔街见闻摘写了访谈中部分重点内容：01、“奇怪的环境”Druckenmiller首先介绍了眼下投资的大环境，并用了一个形容词——”奇怪”：我们所经历的 经济衰退是二战以来平均水平的5倍，但发生在25%的时间里。更奇怪的是，这一年里有1100万人失业，但由于大规模的政策支持，我们的 个人收入增幅为20年以来最大。CARES法案 增加了数万亿美元的财政刺激。这有多大？在2020年的三个月里，我们 增加的赤字超过了过去5次衰退(1973年、1975年、1982年、90年代初、互联网泡沫破裂和全球金融危机) 的总和。美联储在6周内购买的国债超过了伯南克/耶伦执政10年来购买的国债。由于美联储的货币政策，在危机爆发前，企业借款已经从6万亿美元增加到10万亿美元，而在经济衰退时，企业借款几乎总是会减少，但今年企业借款增加了4000亿美元。作为对比，全球金融危机期间企业借款减少了5000亿美元。把美国的政策放在全球背景下，更是令人吃惊，Druckenmiller指出：2018年以来，美国M2比名义GDP增长了25%，也就是流动性增加25%。在中国，M2与名义GDP之比与3年前持平。因此，中国没有从他们的未来那里透支任何东西，我们有大量的流动性投入，坦率地说，投资却很少，主要是转移支付和美联储刺激。我们对病毒做了可怕的处理，而中国和整个亚洲基本上都战胜了病毒。02、做空美债、美元，做多商品在访谈中，Pasquariello问及，如果只能选择一项明年能提供最好机会的资产，Druckenmiller会选什么？Druckenmiller表示，这不是他玩游戏的方式。他认为，目前最主要的投资主题是通胀相对于政策制定者的想法。但由于政策制定者的反应可能会根据疫苗效果的不同而有所不同，因此最好是有一个投资矩阵。Druckenmiller透露了他的部分持仓：为了应对通货再膨胀， 做空长期美债。在大宗商品领域拥有大量头寸。因为美联储试图压低利率的时间越长，在大宗商品领域的胜券就越多。做空美元。由于美国政策与亚洲政策的反差，所以“非常非常”看空美元。03、成长股面临挑战，大型科技股还能再涨Pasquariello问及Druckenmiller对股票的看法，尤其是对科技股的看法，包括大型科技股、云计算公司和一些小型成长股。对于成长股，Druckenmiller的看法较为谨慎，他认为，从估值和债券市场的情况来看，未来5年成长型股票将处于一个非常、非常充满挑战的环境中：如果美国几年后出现4-5%的通胀，债券收益率急剧上升，从历史上看，成长型股票相对于其他股票来说是非常负面的。另一方面，与2000年的比较是荒谬的。荒谬的原因，当时我们有一个双重打击，不仅处于高估值的狂热之中，而且收益也即将结束，因为那些公司当时快速增长都是由于在建互联网本身，随着互联网建设完成，就无法继续产生收益。对于那些已经发展成熟的大型科技股，Druckenmiller依然乐观：过去2-3个月里，在科技领域，亚马逊和微软一直表现不佳。但它们并没有被高估，如果美联储继续在友好方面挑战极限，我并不担心这些股票，事实上，它们可能会继续上涨。04、亚洲已经走出疫情，成为大赢家Druckenmiller十分看好亚洲投资前景，同时持有中国、日本和韩国资产。今年以来这些地区开局良好，Druckenmiller指出，在美国拼命透支未来的时候，亚洲已经走出疫情，成为大赢家：在科技领域，随着英特尔缴械投降，亚洲拥有了代工和内存，在机器人领域也领先。我认为未来5年亚洲看起来比美国好多了, 因为在某种程度上，美国必须为生产力，更高的工资，以及更贬值的美元付出代价。长期来看，亚洲的表现将优于美国，尤其是外汇市场。今年中国的净投资刚刚超过美国，这只是一种趋势的开始，而不是结束。05、看不懂比特币，但还是买了对于卷土重来的比特币，Pasquariello自然不会错过Druckenmiller对它的看法。当被问及，比特币是所有资产泡沫之母还是某种更真实更持久的东西时，Druckenmiller回答道，或许两者都是。Druckenmiller表达了他对比特币的困惑：比特币已经存在有13年了，尤其是年轻的千禧一代，看待它就如同我看待黄金的方式。但我怀疑比特币是否会成为一种价值储存手段，因为如果作为货币，它存在各种各样的问题，比如消耗大量能源，波动性大等。Druckenmiller坦诚地承认，他不明白比特币，也不是很相信比特币，但他确实也买了一些，而且买了以后，涨了很多。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380755622,"gmtCreate":1612599583066,"gmtModify":1704873169051,"author":{"id":"3575549774871441","authorId":"3575549774871441","name":"RichWong","avatar":"https://static.tigerbbs.com/aa59677b02974658b4d67103450b4e92","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575549774871441","idStr":"3575549774871441"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380755622","repostId":"2109770369","repostType":4,"repost":{"id":"2109770369","kind":"news","pubTimestamp":1612568040,"share":"https://ttm.financial/m/news/2109770369?lang=en_US&edition=fundamental","pubTime":"2021-02-06 07:34","market":"us","language":"zh","title":"Apple says high-end iPhone sales are limited as chip shortages spread to mobile phones","url":"https://stock-news.laohu8.com/highlight/detail?id=2109770369","media":"智通财经网","summary":"周五，苹果(AAPL.US)最近表示，一些新款高端iPhone的销售受到零部件短缺的限制。此外，恩智浦(NXPI.US)和英飞凌(IFNNY.US)都表示，这些供应限制已不再局限于汽车行业。索尼(SN...","content":"<p>On Friday, Apple recently said that sales of some new high-end iPhones were limited by parts shortages.</p><p>In addition,<a href=\"https://laohu8.com/S/NXPI\">NXP</a>(NXPI.US) and<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>(IFNNY.US) both said that these supply constraints are no longer confined to the automotive industry.<a href=\"https://laohu8.com/S/SNE\">Sony</a>(SNE.US) said Wednesday that the company may not be able to fully meet demand for its new consoles in 2021 due to production bottlenecks.</p><p>Strategy Analytics analyst Neil Mawston said: \"Factory shutdowns due to COVID, along with competition from tablets, laptops and electric vehicles, are leading to the toughest state of smartphone component supply in years.\" Mawston estimates that prices for key smartphone components, including chipsets and displays, have risen as much as 15% over the past three to six months.</p>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple says high-end iPhone sales are limited as chip shortages spread to mobile phones</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple says high-end iPhone sales are limited as chip shortages spread to mobile phones\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经网</strong><span class=\"h-time small\">2021-02-06 07:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On Friday, Apple recently said that sales of some new high-end iPhones were limited by parts shortages.</p><p>In addition,<a href=\"https://laohu8.com/S/NXPI\">NXP</a>(NXPI.US) and<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>(IFNNY.US) both said that these supply constraints are no longer confined to the automotive industry.<a href=\"https://laohu8.com/S/SNE\">Sony</a>(SNE.US) said Wednesday that the company may not be able to fully meet demand for its new consoles in 2021 due to production bottlenecks.</p><p>Strategy Analytics analyst Neil Mawston said: \"Factory shutdowns due to COVID, along with competition from tablets, laptops and electric vehicles, are leading to the toughest state of smartphone component supply in years.\" Mawston estimates that prices for key smartphone components, including chipsets and displays, have risen as much as 15% over the past three to six months.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://finance.eastmoney.com/a/202102061805314362.html\">智通财经网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b","relate_stocks":{"159813":"芯片","03086":"华夏纳指","09086":"华夏纳指-U","AAPL":"苹果","AA":"美国铝业"},"source_url":"http://finance.eastmoney.com/a/202102061805314362.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2109770369","content_text":"周五，苹果最近表示，一些新款高端iPhone的销售受到零部件短缺的限制。此外，恩智浦(NXPI.US)和英飞凌(IFNNY.US)都表示，这些供应限制已不再局限于汽车行业。索尼(SNE.US)周三表示，由于生产瓶颈，该公司可能无法在2021年完全满足其新款游戏机的需求。Strategy Analytics分析师Neil Mawston表示：“因新冠疫情导致的工厂停工，以及来自平板电脑、笔记本电脑和电动汽车的竞争，正在导致智能手机零部件供应出现多年来最艰难的状况。”Mawston估计，包括芯片组和显示屏在内的智能手机关键零部件的价格在过去三到六个月里上涨了15%之多。","news_type":1,"symbols_score_info":{"159813":0.9,"AAPL":0.9,"03086":0.9,"09086":0.9,"AA":0.9}},"isVote":1,"tweetType":1,"viewCount":1309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380593603,"gmtCreate":1612546764402,"gmtModify":1704872823831,"author":{"id":"3575549774871441","authorId":"3575549774871441","name":"RichWong","avatar":"https://static.tigerbbs.com/aa59677b02974658b4d67103450b4e92","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575549774871441","idStr":"3575549774871441"},"themes":[],"htmlText":"?<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a>","listText":"?<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a>","text":"?$PayPal(PYPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380593603","isVote":1,"tweetType":1,"viewCount":1802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317551946,"gmtCreate":1612457180185,"gmtModify":1704871585643,"author":{"id":"3575549774871441","authorId":"3575549774871441","name":"RichWong","avatar":"https://static.tigerbbs.com/aa59677b02974658b4d67103450b4e92","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575549774871441","idStr":"3575549774871441"},"themes":[],"htmlText":"✅","listText":"✅","text":"✅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317551946","repostId":"1197633592","repostType":4,"repost":{"id":"1197633592","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":1612451567,"share":"https://ttm.financial/m/news/1197633592?lang=en_US&edition=fundamental","pubTime":"2021-02-04 23:12","market":"us","language":"zh","title":"Lychee jumped nearly 60% and its share price has tripled this week","url":"https://stock-news.laohu8.com/highlight/detail?id=1197633592","media":"老虎资讯综合","summary":"周四，荔枝盘中大涨近60%，股价刷新52周高位，本周已累涨逾310%。\n\n消息面上，荔枝今日宣布与泡泡玛特达成合作协议，将在荔枝上发布首个品牌播客。\n近日Clubhouse走红，在不到一年的时间里就成","content":"<p>On Thursday,<a href=\"https://laohu8.com/S/LIZI\">Lychee</a>It rose nearly 60% in the intraday session, and the stock price reached a 52-week high. This week, it has risen by more than 310%.</p><p><img src=\"https://static.tigerbbs.com/9fb80bda1fe273ec9764a153cf514eca\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>On the news side, Lychee today announced that it<a href=\"https://laohu8.com/S/09992\">Bubble Mart</a>A partnership agreement was reached to launch the first branded podcast on Lychee.</p><p>Recently, Clubhouse became popular and became a unicorn with a valuation of $1 billion in less than a year, which made the voice social track attract attention again. In the European and American markets, another product named \"Tiya\" also occupies a considerable market share, with users in more than 200 countries and regions. Tiya's development team is from none other than Litchi.</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>Lychee jumped nearly 60% and its share price has tripled this week</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\">\nLychee jumped nearly 60% and its share price has tripled this week\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\">2021-02-04 23:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On Thursday,<a href=\"https://laohu8.com/S/LIZI\">Lychee</a>It rose nearly 60% in the intraday session, and the stock price reached a 52-week high. This week, it has risen by more than 310%.</p><p><img src=\"https://static.tigerbbs.com/9fb80bda1fe273ec9764a153cf514eca\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>On the news side, Lychee today announced that it<a href=\"https://laohu8.com/S/09992\">Bubble Mart</a>A partnership agreement was reached to launch the first branded podcast on Lychee.</p><p>Recently, Clubhouse became popular and became a unicorn with a valuation of $1 billion in less than a year, which made the voice social track attract attention again. In the European and American markets, another product named \"Tiya\" also occupies a considerable market share, with users in more than 200 countries and regions. Tiya's development team is from none other than Litchi.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/67b0297cfccff0a8a073407a5bb08626","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197633592","content_text":"周四，荔枝盘中大涨近60%，股价刷新52周高位，本周已累涨逾310%。\n\n消息面上，荔枝今日宣布与泡泡玛特达成合作协议，将在荔枝上发布首个品牌播客。\n近日Clubhouse走红，在不到一年的时间里就成为估值达到10亿美元的独角兽，这让语音社交这一赛道再次被瞩目。在欧美市场，另一款名为“Tiya”的产品亦占有较为可观的市场份额，用户遍及超过200个国家和地区。Tiya的开发团队正是来自荔枝。","news_type":1,"symbols_score_info":{"LIZI":0.9}},"isVote":1,"tweetType":1,"viewCount":1585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
