BenWong78 personal page - To The Moon

BenWong78

BenWong78

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2022-04-22

👏

Intel Earnings: PC Weakness May Weigh on Q1 Results

2021-07-16

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Foreign media headlines: The Federal Reserve ignores inflation and is hot! The market contains unexpected risks

2022-08-07

😝

Last Night This Morning | Violent rate hike Expected Reignited! Another "epic" demon stock ""

2022-08-16

😀

Last Night This Morning | Hillhouse HHLR bargain hunting Ali Pinduoduo! U.S. oil drops below $90

2021-07-16

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Intel in talks to buy GlobalFoundries for roughly $30 billion

2021-07-15

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Global New Materials International's first-hand winning rate is 25%, and the subscription of 30 lots steadily won the first lot

2022-10-22

😀

Tesla rose more than 2%, "Wood Sister" flagship fund bought Tesla stock again on Thursday

2022-10-10

😉

Is the quality control of "new forces" in the United States too poor? Rivian recalls nearly every vehicle it sold

2022-02-24

🤣

How big is the impact of Biden's sanctions on Russian sovereign bonds?

2022-02-09

💪

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22:40","market":"us","language":"zh","title":"WSB Concept Stocks in U.S. Stocks Lower, AMC Cinema Line Drops Nearly 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1182847092","media":"老虎资讯综合","summary":"周三盘中，美股WSB概念股走低，AMC院线跌近10%，3B家居跌超8%，游戏驿站跌超6%，Roblox跌近4%。","content":"<p><html><head></head><body>On Wednesday, WSB concept stocks in U.S. stocks fell, AMC Cinema fell by nearly 10%, 3B Home fell by more than 8%, Game Station fell by more than 6%, and Roblox fell by nearly 4%.</p><p><img src=\"https://static.tigerbbs.com/270fb6c62a1072fbd9a99ffb2c1aff2a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.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\">\nWSB Concept Stocks in U.S. Stocks Lower, AMC Cinema Line Drops Nearly 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\">2023-03-15 22:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Wednesday, WSB concept stocks in U.S. stocks fell, AMC Cinema fell by nearly 10%, 3B Home fell by more than 8%, Game Station fell by more than 6%, and Roblox fell by nearly 4%.</p><p><img src=\"https://static.tigerbbs.com/270fb6c62a1072fbd9a99ffb2c1aff2a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/537ad0b0f865a392242e7815952d23bd","relate_stocks":{"BBBY":"Bed Bath & Beyond, Inc.","RBLX":"Roblox 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22:58","market":"fut","language":"zh","title":"International oil price drop widens to 5%, refreshing its lowest since December 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1188736930","media":"老虎资讯综合","summary":"3月15日周三，WTI原油期货盘中跌超5%，刷新2021年12月中旬以来盘中低点至67.62美元/桶。布伦特原油期货盘中也跌约5%，也刷新2021年12月中旬以来低点至73.65美元。NYMEX天然气","content":"<p><html><head></head><body>On Wednesday, March 15, WTI crude oil futures fell more than 5% intraday, refreshing its intraday low since mid-December 2021 to $67.62/barrel.</p><p>Brent crude oil futures also fell about 5% during the session, also refreshing their low since mid-December 2021 to $73.65.</p><p>NYMEX natural gas futures fell 6.0%, tentatively trading at $2.418/MMBtu.</p><p>The crude oil futures of the Shanghai Stock Exchange maintained a decline of more than 5.5%, and once fell below 500 yuan during the night session.</p><p><img src=\"https://static.tigerbbs.com/2689873c9b749735406da287a95c3edd\" tg-width=\"1383\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>International oil price drop widens to 5%, refreshing its lowest since December 2021</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\">\nInternational oil price drop widens to 5%, refreshing its lowest since December 2021\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\">2023-03-15 22:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Wednesday, March 15, WTI crude oil futures fell more than 5% intraday, refreshing its intraday low since mid-December 2021 to $67.62/barrel.</p><p>Brent crude oil futures also fell about 5% during the session, also refreshing their low since mid-December 2021 to $73.65.</p><p>NYMEX natural gas futures fell 6.0%, tentatively trading at $2.418/MMBtu.</p><p>The crude oil futures of the Shanghai Stock Exchange maintained a decline of more than 5.5%, and once fell below 500 yuan during the night session.</p><p><img src=\"https://static.tigerbbs.com/2689873c9b749735406da287a95c3edd\" tg-width=\"1383\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cdc7ca9eb3fdcde7868d42c981e73b12","relate_stocks":{"USO":"美国原油ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188736930","content_text":"3月15日周三，WTI原油期货盘中跌超5%，刷新2021年12月中旬以来盘中低点至67.62美元/桶。布伦特原油期货盘中也跌约5%，也刷新2021年12月中旬以来低点至73.65美元。NYMEX天然气期货下跌6.0%，暂报2.418美元/百万英热单位。上期所原油期货维持超过5.5%的跌幅，夜盘时段一度跌穿500元人民币。","news_type":1,"symbols_score_info":{"USO":0.9}},"isVote":1,"tweetType":1,"viewCount":3439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949759322,"gmtCreate":1678920793666,"gmtModify":1678920798643,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😅","listText":"😅","text":"😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949759322","repostId":"1188736930","repostType":2,"repost":{"id":"1188736930","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":1678892337,"share":"https://ttm.financial/m/news/1188736930?lang=en_US&edition=fundamental","pubTime":"2023-03-15 22:58","market":"fut","language":"zh","title":"International oil price drop widens to 5%, refreshing its lowest since December 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1188736930","media":"老虎资讯综合","summary":"3月15日周三，WTI原油期货盘中跌超5%，刷新2021年12月中旬以来盘中低点至67.62美元/桶。布伦特原油期货盘中也跌约5%，也刷新2021年12月中旬以来低点至73.65美元。NYMEX天然气","content":"<p><html><head></head><body>On Wednesday, March 15, WTI crude oil futures fell more than 5% intraday, refreshing its intraday low since mid-December 2021 to $67.62/barrel.</p><p>Brent crude oil futures also fell about 5% during the session, also refreshing their low since mid-December 2021 to $73.65.</p><p>NYMEX natural gas futures fell 6.0%, tentatively trading at $2.418/MMBtu.</p><p>The crude oil futures of the Shanghai Stock Exchange maintained a decline of more than 5.5%, and once fell below 500 yuan during the night session.</p><p><img src=\"https://static.tigerbbs.com/2689873c9b749735406da287a95c3edd\" tg-width=\"1383\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>International oil price drop widens to 5%, refreshing its lowest since December 2021</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{ 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}\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\">\nInternational oil price drop widens to 5%, refreshing its lowest since December 2021\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\">2023-03-15 22:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Wednesday, March 15, WTI crude oil futures fell more than 5% intraday, refreshing its intraday low since mid-December 2021 to $67.62/barrel.</p><p>Brent crude oil futures also fell about 5% during the session, also refreshing their low since mid-December 2021 to $73.65.</p><p>NYMEX natural gas futures fell 6.0%, tentatively trading at $2.418/MMBtu.</p><p>The crude oil futures of the Shanghai Stock Exchange maintained a decline of more than 5.5%, and once fell below 500 yuan during the night session.</p><p><img src=\"https://static.tigerbbs.com/2689873c9b749735406da287a95c3edd\" tg-width=\"1383\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cdc7ca9eb3fdcde7868d42c981e73b12","relate_stocks":{"USO":"美国原油ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188736930","content_text":"3月15日周三，WTI原油期货盘中跌超5%，刷新2021年12月中旬以来盘中低点至67.62美元/桶。布伦特原油期货盘中也跌约5%，也刷新2021年12月中旬以来低点至73.65美元。NYMEX天然气期货下跌6.0%，暂报2.418美元/百万英热单位。上期所原油期货维持超过5.5%的跌幅，夜盘时段一度跌穿500元人民币。","news_type":1,"symbols_score_info":{"USO":0.9}},"isVote":1,"tweetType":1,"viewCount":3109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949759076,"gmtCreate":1678920785295,"gmtModify":1678920789026,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😂","listText":"😂","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949759076","repostId":"1188736930","repostType":2,"repost":{"id":"1188736930","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":1678892337,"share":"https://ttm.financial/m/news/1188736930?lang=en_US&edition=fundamental","pubTime":"2023-03-15 22:58","market":"fut","language":"zh","title":"International oil price drop widens to 5%, refreshing its lowest since December 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1188736930","media":"老虎资讯综合","summary":"3月15日周三，WTI原油期货盘中跌超5%，刷新2021年12月中旬以来盘中低点至67.62美元/桶。布伦特原油期货盘中也跌约5%，也刷新2021年12月中旬以来低点至73.65美元。NYMEX天然气","content":"<p><html><head></head><body>On Wednesday, March 15, WTI crude oil futures fell more than 5% intraday, refreshing its intraday low since mid-December 2021 to $67.62/barrel.</p><p>Brent crude oil futures also fell about 5% during the session, also refreshing their low since mid-December 2021 to $73.65.</p><p>NYMEX natural gas futures fell 6.0%, tentatively trading at $2.418/MMBtu.</p><p>The crude oil futures of the Shanghai Stock Exchange maintained a decline of more than 5.5%, and once fell below 500 yuan during the night session.</p><p><img src=\"https://static.tigerbbs.com/2689873c9b749735406da287a95c3edd\" tg-width=\"1383\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>International oil price drop widens to 5%, refreshing its lowest since December 2021</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{ 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}\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\">\nInternational oil price drop widens to 5%, refreshing its lowest since December 2021\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\">2023-03-15 22:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Wednesday, March 15, WTI crude oil futures fell more than 5% intraday, refreshing its intraday low since mid-December 2021 to $67.62/barrel.</p><p>Brent crude oil futures also fell about 5% during the session, also refreshing their low since mid-December 2021 to $73.65.</p><p>NYMEX natural gas futures fell 6.0%, tentatively trading at $2.418/MMBtu.</p><p>The crude oil futures of the Shanghai Stock Exchange maintained a decline of more than 5.5%, and once fell below 500 yuan during the night session.</p><p><img src=\"https://static.tigerbbs.com/2689873c9b749735406da287a95c3edd\" tg-width=\"1383\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cdc7ca9eb3fdcde7868d42c981e73b12","relate_stocks":{"USO":"美国原油ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188736930","content_text":"3月15日周三，WTI原油期货盘中跌超5%，刷新2021年12月中旬以来盘中低点至67.62美元/桶。布伦特原油期货盘中也跌约5%，也刷新2021年12月中旬以来低点至73.65美元。NYMEX天然气期货下跌6.0%，暂报2.418美元/百万英热单位。上期所原油期货维持超过5.5%的跌幅，夜盘时段一度跌穿500元人民币。","news_type":1,"symbols_score_info":{"USO":0.9}},"isVote":1,"tweetType":1,"viewCount":3673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949406629,"gmtCreate":1678798867461,"gmtModify":1678798871269,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😘","listText":"😘","text":"😘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949406629","repostId":"1113377166","repostType":2,"repost":{"id":"1113377166","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":1678797001,"share":"https://ttm.financial/m/news/1113377166?lang=en_US&edition=fundamental","pubTime":"2023-03-14 20:30","market":"us","language":"zh","title":"Pre-market | U.S. February CPI rose 6% year-on-year, and three major stock index futures rose together","url":"https://stock-news.laohu8.com/highlight/detail?id=1113377166","media":"老虎资讯综合","summary":"美联储将仍需要继续上调利率以应对通货膨胀。","content":"<p><html><head></head><body><b>U.S. CPI increased by 6% year-on-year in February, and the increase has declined for the eighth consecutive month, the lowest since September 2021. Expected: 6%, previous value: 6.4%.</b></p><p><b>February CPI month-over-month gain: 0.4%, a new low since December 2022. Expected: 0.40%, previous value: 0.50%.</b></p><p>Core CPI increased by 5.5% year-on-year in February, the increase declined for the sixth consecutive month and was a new low since December 2021. Expected: 5.5%, previous value: 5.6%.</p><p>February core CPI month-on-month increase: 0.5%, expected: 0.4%, previous value: 0.4%.</p><p><p style=\"text-align:center;\"><img src=\"https://static.tigerbbs.com/3bae64183d72aca90e6512bbe929061c\" tg-width=\"763\" tg-height=\"186\" width=\"100%\" height=\"auto\"/></p><p><b>Data interpretation:</b>The report comes amid financial market turmoil triggered by the collapse of two U.S. banks. While financial markets were still expecting a 25 basis point Fed rate hike on Tuesday, concerns about the spread of the banking crisis prompted some economists, including Goldman Sachs, to expect that the Fed will pause its fastest monetary policy tightening cycle since the 1980s next week, according to CME's \"Fed Watch\".</p><p>The housing index was the largest contributor to the monthly increase in the U.S. core CPI in February, accounting for more than 70% of the increase. This data shows how tough the Fed is in the wake of the bankruptcy of Silicon Valley Bank (SVB).<b>Swap traders now believe that the probability of a 25 basis point rate hike when the Fed meets this month is basically stable at around 84%.</b></p><p><b>After the release of CPI data, the futures of the three major U.S. stock indexes rose simultaneously. As of press time, the futures of the three major indexes all rose by more than 1%.</b></p><p><img src=\"https://static.tigerbbs.com/fb3e348ee269fdced5e33f1059b038f8\" tg-width=\"744\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p>TAL fell by more than 6%, and TAL announced: After Xueersi's literacy training course went online, it has been carrying out enrollment work according to regulations, and there is no situation of \"Xueersi restarting large-scale offline enrollment\".</p><p><img src=\"https://static.tigerbbs.com/d045c2e848163b5064bb34748095613c\" tg-width=\"449\" tg-height=\"131\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba rose by 0.16%, and Hangzhou Municipal Market Supervision Bureau signed a cooperation agreement with Alibaba Group to comprehensively deepen the healthy and high-quality development of platform economy.</p><p>JD.COM rose 0.12%, Pinduoduo rose 0.36%, Bilibili fell 0.66% and iQiyi rose 1.53%.</p><p>New car-making forces were mixed, with Nio rising 0.12%, Li Auto falling 1.39% and XPeng Automobile falling 1.81%.</p><p><b>Important U.S. Stock Premarket Moves</b></p><p><b>Regional bank stocks, which plunged yesterday, rebounded, with First Republic Bank up about 60%, PacWest Bancorp up 42% and Aleans Western Bank up 33% as of press time.</b>The Federal Deposit Insurance Corp. (FDIC) said: Although none of the big US banks bid for Silicon Valley Bank in Sunday's auction, at least one institution made a takeover offer that was rejected by the FDIC, and it is unclear what the timetable will be for the second auction.</p><p><img src=\"https://static.tigerbbs.com/2ea7212244f2862357432b14917ef06a\" tg-width=\"449\" tg-height=\"134\" referrerpolicy=\"no-referrer\"/></p><p>Large bank stocks rose broadly, with Goldman Sachs up 3%, JPMorgan Chase up 2.86%, Morgan Stanley up 4.52%, Citigroup up 5%, Wells Fargo up 5.57% and Bank of America up 6.21%. It is reported that after the collapse of Silicon Valley Bank and other three companies, in recent days, leading American banks such as JPMorgan Chase have absorbed billions of dollars in deposits, and Citi and Wells Fargo have absorbed higher deposits than usual; It is reported that large financial institutions such as Xiaomo and Citigroup are trying to meet the demand of customers to transfer deposits quickly.</p><p>Credit Suisse turned from decline to rise, and Credit Suisse said it identified \"significant deficiencies\" in its reporting process for fiscal years 2022 and 2021 and is taking remedial measures.</p><p>Cvent, a private software-as-a-service (SaaS) company, has resumed trading and has risen by more than 12% before the market. Blackstone Group will acquire Cvent in cash at a price of $8.5/share.</p><p><img src=\"https://static.tigerbbs.com/37387e4657e0632268173a3c55caeb1b\" tg-width=\"449\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>LYFT and Uber rose more than 7%. A California court has ruled that LYFT and Uber have the right to treat drivers as independent contractors, which means that LYFT and Uber do not have to provide drivers with the various benefits of employees, thus avoiding increased costs.</p><p>Faraday Future rose 2.5% as the company confirmed that it had obtained a dealer license from California for its U.S. business.</p><p>United Continental Airlines fell nearly 3%, its preliminary results in the first quarter were worse than market expectations, and its loss was expected to be higher than expected.</p><p>BuzzFeed Inc fell more than 6% and its first-quarter guidance was far worse than expected.</p><p>Gitlab plunged 32%, Q4 FY23 revenue of $123 million, up 58% year-over-year; Net loss narrowed to $39 million; FY 2024 revenue is expected to be $529 to $533 million, missing analysts' estimates of $586.4 million.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-market | U.S. February CPI rose 6% year-on-year, and three major stock index futures rose together</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-market | U.S. February CPI rose 6% year-on-year, and three major stock index futures rose together\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\">2023-03-14 20:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>U.S. CPI increased by 6% year-on-year in February, and the increase has declined for the eighth consecutive month, the lowest since September 2021. Expected: 6%, previous value: 6.4%.</b></p><p><b>February CPI month-over-month gain: 0.4%, a new low since December 2022. Expected: 0.40%, previous value: 0.50%.</b></p><p>Core CPI increased by 5.5% year-on-year in February, the increase declined for the sixth consecutive month and was a new low since December 2021. Expected: 5.5%, previous value: 5.6%.</p><p>February core CPI month-on-month increase: 0.5%, expected: 0.4%, previous value: 0.4%.</p><p><p style=\"text-align:center;\"><img src=\"https://static.tigerbbs.com/3bae64183d72aca90e6512bbe929061c\" tg-width=\"763\" tg-height=\"186\" width=\"100%\" height=\"auto\"/></p><p><b>Data interpretation:</b>The report comes amid financial market turmoil triggered by the collapse of two U.S. banks. While financial markets were still expecting a 25 basis point Fed rate hike on Tuesday, concerns about the spread of the banking crisis prompted some economists, including Goldman Sachs, to expect that the Fed will pause its fastest monetary policy tightening cycle since the 1980s next week, according to CME's \"Fed Watch\".</p><p>The housing index was the largest contributor to the monthly increase in the U.S. core CPI in February, accounting for more than 70% of the increase. This data shows how tough the Fed is in the wake of the bankruptcy of Silicon Valley Bank (SVB).<b>Swap traders now believe that the probability of a 25 basis point rate hike when the Fed meets this month is basically stable at around 84%.</b></p><p><b>After the release of CPI data, the futures of the three major U.S. stock indexes rose simultaneously. As of press time, the futures of the three major indexes all rose by more than 1%.</b></p><p><img src=\"https://static.tigerbbs.com/fb3e348ee269fdced5e33f1059b038f8\" tg-width=\"744\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p>TAL fell by more than 6%, and TAL announced: After Xueersi's literacy training course went online, it has been carrying out enrollment work according to regulations, and there is no situation of \"Xueersi restarting large-scale offline enrollment\".</p><p><img src=\"https://static.tigerbbs.com/d045c2e848163b5064bb34748095613c\" tg-width=\"449\" tg-height=\"131\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba rose by 0.16%, and Hangzhou Municipal Market Supervision Bureau signed a cooperation agreement with Alibaba Group to comprehensively deepen the healthy and high-quality development of platform economy.</p><p>JD.COM rose 0.12%, Pinduoduo rose 0.36%, Bilibili fell 0.66% and iQiyi rose 1.53%.</p><p>New car-making forces were mixed, with Nio rising 0.12%, Li Auto falling 1.39% and XPeng Automobile falling 1.81%.</p><p><b>Important U.S. Stock Premarket Moves</b></p><p><b>Regional bank stocks, which plunged yesterday, rebounded, with First Republic Bank up about 60%, PacWest Bancorp up 42% and Aleans Western Bank up 33% as of press time.</b>The Federal Deposit Insurance Corp. (FDIC) said: Although none of the big US banks bid for Silicon Valley Bank in Sunday's auction, at least one institution made a takeover offer that was rejected by the FDIC, and it is unclear what the timetable will be for the second auction.</p><p><img src=\"https://static.tigerbbs.com/2ea7212244f2862357432b14917ef06a\" tg-width=\"449\" tg-height=\"134\" referrerpolicy=\"no-referrer\"/></p><p>Large bank stocks rose broadly, with Goldman Sachs up 3%, JPMorgan Chase up 2.86%, Morgan Stanley up 4.52%, Citigroup up 5%, Wells Fargo up 5.57% and Bank of America up 6.21%. It is reported that after the collapse of Silicon Valley Bank and other three companies, in recent days, leading American banks such as JPMorgan Chase have absorbed billions of dollars in deposits, and Citi and Wells Fargo have absorbed higher deposits than usual; It is reported that large financial institutions such as Xiaomo and Citigroup are trying to meet the demand of customers to transfer deposits quickly.</p><p>Credit Suisse turned from decline to rise, and Credit Suisse said it identified \"significant deficiencies\" in its reporting process for fiscal years 2022 and 2021 and is taking remedial measures.</p><p>Cvent, a private software-as-a-service (SaaS) company, has resumed trading and has risen by more than 12% before the market. Blackstone Group will acquire Cvent in cash at a price of $8.5/share.</p><p><img src=\"https://static.tigerbbs.com/37387e4657e0632268173a3c55caeb1b\" tg-width=\"449\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>LYFT and Uber rose more than 7%. A California court has ruled that LYFT and Uber have the right to treat drivers as independent contractors, which means that LYFT and Uber do not have to provide drivers with the various benefits of employees, thus avoiding increased costs.</p><p>Faraday Future rose 2.5% as the company confirmed that it had obtained a dealer license from California for its U.S. business.</p><p>United Continental Airlines fell nearly 3%, its preliminary results in the first quarter were worse than market expectations, and its loss was expected to be higher than expected.</p><p>BuzzFeed Inc fell more than 6% and its first-quarter guidance was far worse than expected.</p><p>Gitlab plunged 32%, Q4 FY23 revenue of $123 million, up 58% year-over-year; Net loss narrowed to $39 million; FY 2024 revenue is expected to be $529 to $533 million, missing analysts' estimates of $586.4 million.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113377166","content_text":"美国2月CPI同比涨幅：6%，涨幅已连续第八个月下降，为2021年9月以来新低。预期：6%，前值：6.4%。2月CPI环比涨幅：0.4%，为2022年12月以来新低。预期：0.40%，前值：0.50%。2月核心CPI同比涨幅：5.5% ，涨幅连续第六个月下降，为2021年12月来新低。 预期：5.5% ， 前值：5.6%。2月核心CPI环比涨幅：0.5% ， 预期：0.4% ， 前值：0.4%。数据解读：这份报告发布之际，正值美国两家银行倒闭引发金融市场动荡。CME“美联储观察”显示，尽管金融市场周二仍预期美联储加息25个基点，但对银行业危机蔓延的担忧促使包括高盛在内的一些经济学家预计，美联储下周将暂停自上世纪80年代以来最快的货币政策紧缩周期。住房指数是美国2月核心CPI月率涨幅的最大贡献者，占涨幅的70%以上。这一数据表明，在硅谷银行（SVB）破产后，美联储的处境有多么艰难。掉期交易员目前认为，美联储在本月开会时加息25个基点的概率基本稳定在84%左右。CPI数据公布后，美股三大股指期货同步上涨，截至发稿，三大指数期货涨幅均超1%。中概股盘前走势好未来跌超6%，好未来公告：学而思旗下素养类培训课程上线后，一直按规定开展招生工作，并不存在“学而思重启大规模线下招生”的情况。阿里巴巴涨0.16%，杭州市市场监管局与阿里巴巴集团签订全面深化平台经济健康高质量发展合作协议。京东涨0.12%，拼多多涨0.36%，哔哩哔哩跌0.66%，爱奇艺涨1.53%。造车新势力涨跌不一，蔚来涨0.12%，理想汽车跌1.39%，小鹏汽车跌1.81%。重要美股盘前走势昨日暴跌的区域银行股反弹，截至发稿，第一共和银行涨幅约60%，PacWest Bancorp涨42%，阿莱恩斯西部银行涨33%。美国联邦存款保险公司(FDIC)表示：尽管在周日标售中，没有一家美国大型银行竞购硅谷银行，但至少有一家机构提出了收购要约，但被FDIC拒绝了，目前尚不清楚第二次拍卖的时间表。大型银行股普涨，高盛涨3%，摩根大通涨2.86%，摩根士丹利涨4.52%，花旗涨5%，富国银行涨5.57%，美国银行涨6.21%。据悉硅谷银行等三家倒闭后，最近几天，美国头部银行如摩根大通吸收了数十亿美元存款，花旗和富国银行吸收的存款也比平时更高；报道称小摩、花旗等大型金融机构正试图满足客户快速转移存款的需求。瑞士信贷由跌转涨，瑞信表示于2022年和2021财年的报告程序中发现「重大缺陷」，正在采取补救措施。私营软件即服务(SaaS)公司Cvent恢复交易，盘前现涨超12%，黑石集团将以8.5美元/股的价格现金收购Cvent。LYFT、优步涨超7%。加州法院裁决，LYFT和优步有权将司机视为独立承包商，这意味着LYFT和优步不用向司机提供雇员的各种待遇，从而可避免成本增加。法拉第未来涨2.5%，公司确认已从加利福尼亚州获得美国业务的经销商许可证。联合大陆航空跌近3%，第一季度初步业绩逊于市场预期，亏损幅度料高于预期。BuzzFeed Inc跌超6%，第一季度指引远逊预期。Gitlab大跌32%，2023财年Q4营收1.23亿美元，同比增长58%；净亏损收窄至3900万美元；预计2024财年营收为5.29至5.33亿美元，不及分析师预计的5.864亿美元。","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949964813,"gmtCreate":1678317074233,"gmtModify":1678317078295,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949964813","repostId":"2318384722","repostType":4,"repost":{"id":"2318384722","kind":"news","pubTimestamp":1678317040,"share":"https://ttm.financial/m/news/2318384722?lang=en_US&edition=fundamental","pubTime":"2023-03-09 07:10","market":"sh","language":"zh","title":"Fed Beige Book: U.S. activity rose slightly at the start of the year, economy won't improve much in coming months","url":"https://stock-news.laohu8.com/highlight/detail?id=2318384722","media":"华尔街见闻","summary":"　　3月8日周三，美联储公布今年第二次褐皮书，发布截至2月27日美联储对全美12个地区的经济调查结果。　　褐皮书称，2023年初美国整体经济活动略有增加。　　展望未来，在不确定性加剧的情况下，受访者预计未来几个月经济状况不会有太大改善。　　褐皮书称，全美供应链中断的问题继续缓解。美联储预计今年年内工资增长将进一步放缓。","content":"<p><html><head></head><body>According to the Beige Book, the supply chain woes in the United States have eased, consumption has remained stable, and high inflation and high interest rates have limited consumption. The nation's labor market remains solid, and upward pressure on prices remains, but respondents expect the pace of price increases to slow further this year. On Wednesday, March 8, the Federal Reserve released its second Beige Book of the year, releasing the results of the Fed's economic survey of 12 regions across the United States as of February 27.</p><p>Overall U.S. economic activity increased slightly in early 2023, the Beige Book said.</p><p>Of the 12 nationwide regions, six have seen little or no change in economic activity since the last report (published Jan. 18), while six others have shown a modest rate of expansion.</p><p>Looking ahead, respondents do not expect economic conditions to improve much in the coming months amid heightened uncertainty.</p><p>High inflation, high interest rates still limit consumption as supply chain woes ease</p><p>Supply chain disruptions across the United States continue to ease, the Beige Book said.</p><p>On the consumption side, consumer spending generally remained stable, but some regions reported moderate to strong growth in retail sales over a typically flat period. Across the U.S., car sales have barely changed, but inventory levels continue to improve. Data from several regions showed that high inflation and high interest rates continue to reduce consumers' disposable income and purchasing power, and raised concerns about rising credit card debt. Travel and tourism activity remains quite strong in most areas.</p><p>Manufacturing activity stabilized after a period of contraction.</p><p>While the property market remains subdued and the industry is constrained by extremely low inventories, there has been an unexpected rise in property market activity beyond the seasonal norm in some areas along the eastern coast. Commercial real estate activity was stable and the industrial real estate market grew, but the office market continued to weaken.</p><p>Demand for non-financial services has remained generally stable across the U.S., but has picked up in some areas.</p><p>Loan demand declined across the U.S., credit standards tightened, and delinquencies rose slightly.</p><p>Energy activity was flat or slightly down, and farming was mixed.</p><p>Labour market remains solid and wage growth will slow further</p><p>In terms of the labor market, the Beige Book believes that the labor market in the United States remains stable.</p><p>Employment continues to grow at a modest pace in most regions despite hiring freezes at some companies and sporadic reports of layoffs, the Beige Book said.</p><p>Labor supply has improved slightly, but finding workers with the required skills or experience remains challenging. Data from some regions shows that the lack of available childcare services continues to discourage labor from entering the market.</p><p>While the labor market remains tight overall, some regions note that companies are becoming less flexible with their employees and are beginning to reduce remote work options.</p><p>Wages have grown at a modest pace overall, with data from some regions showing an easing of wage pressures. The Fed expects wage growth to slow further this year.</p><p>Inflationary pressures remain widespread and price increases are expected to continue to slow</p><p>Although price increases have slowed in many regions, inflationary pressures remain widespread.</p><p>Some regions reported further increases in input costs, particularly for energy and raw materials, although freight and transportation costs eased.</p><p>Data from some regions shows companies are finding it more difficult to pass on cost increases to consumers.</p><p>Sales prices rose moderately in most regions, with a slowdown in some areas.</p><p>House prices were generally flat or slightly lower, while rents were reported to be stable or rising. Still, home prices and rents remain high, adding to ongoing concerns about housing affordability.</p><p>Looking ahead, respondents expect price increases to continue to slow this year.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Beige Book: U.S. activity rose slightly at the start of the year, economy won't improve much in coming months</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 Beige Book: U.S. activity rose slightly at the start of the year, economy won't improve much in coming months\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\">2023-03-09 07:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>According to the Beige Book, the supply chain woes in the United States have eased, consumption has remained stable, and high inflation and high interest rates have limited consumption. The nation's labor market remains solid, and upward pressure on prices remains, but respondents expect the pace of price increases to slow further this year. On Wednesday, March 8, the Federal Reserve released its second Beige Book of the year, releasing the results of the Fed's economic survey of 12 regions across the United States as of February 27.</p><p>Overall U.S. economic activity increased slightly in early 2023, the Beige Book said.</p><p>Of the 12 nationwide regions, six have seen little or no change in economic activity since the last report (published Jan. 18), while six others have shown a modest rate of expansion.</p><p>Looking ahead, respondents do not expect economic conditions to improve much in the coming months amid heightened uncertainty.</p><p>High inflation, high interest rates still limit consumption as supply chain woes ease</p><p>Supply chain disruptions across the United States continue to ease, the Beige Book said.</p><p>On the consumption side, consumer spending generally remained stable, but some regions reported moderate to strong growth in retail sales over a typically flat period. Across the U.S., car sales have barely changed, but inventory levels continue to improve. Data from several regions showed that high inflation and high interest rates continue to reduce consumers' disposable income and purchasing power, and raised concerns about rising credit card debt. Travel and tourism activity remains quite strong in most areas.</p><p>Manufacturing activity stabilized after a period of contraction.</p><p>While the property market remains subdued and the industry is constrained by extremely low inventories, there has been an unexpected rise in property market activity beyond the seasonal norm in some areas along the eastern coast. Commercial real estate activity was stable and the industrial real estate market grew, but the office market continued to weaken.</p><p>Demand for non-financial services has remained generally stable across the U.S., but has picked up in some areas.</p><p>Loan demand declined across the U.S., credit standards tightened, and delinquencies rose slightly.</p><p>Energy activity was flat or slightly down, and farming was mixed.</p><p>Labour market remains solid and wage growth will slow further</p><p>In terms of the labor market, the Beige Book believes that the labor market in the United States remains stable.</p><p>Employment continues to grow at a modest pace in most regions despite hiring freezes at some companies and sporadic reports of layoffs, the Beige Book said.</p><p>Labor supply has improved slightly, but finding workers with the required skills or experience remains challenging. Data from some regions shows that the lack of available childcare services continues to discourage labor from entering the market.</p><p>While the labor market remains tight overall, some regions note that companies are becoming less flexible with their employees and are beginning to reduce remote work options.</p><p>Wages have grown at a modest pace overall, with data from some regions showing an easing of wage pressures. The Fed expects wage growth to slow further this year.</p><p>Inflationary pressures remain widespread and price increases are expected to continue to slow</p><p>Although price increases have slowed in many regions, inflationary pressures remain widespread.</p><p>Some regions reported further increases in input costs, particularly for energy and raw materials, although freight and transportation costs eased.</p><p>Data from some regions shows companies are finding it more difficult to pass on cost increases to consumers.</p><p>Sales prices rose moderately in most regions, with a slowdown in some areas.</p><p>House prices were generally flat or slightly lower, while rents were reported to be stable or rising. Still, home prices and rents remain high, adding to ongoing concerns about housing affordability.</p><p>Looking ahead, respondents expect price increases to continue to slow this year.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3683631\">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/41f81b99b97a59da55dd70fd1af475cb","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3683631","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318384722","content_text":"褐皮书称，美国供应链困境有所缓解，消费维持稳定，高通胀和高利率对消费有所限制。全美劳动力市场依然稳健，物价上涨压力仍然存在，但受访者预计今年物价上涨速度将进一步减缓。3月8日周三，美联储公布今年第二次褐皮书，发布截至2月27日美联储对全美12个地区的经济调查结果。褐皮书称，2023年初美国整体经济活动略有增加。在全美12个地区中，自上次报告（1月18日公布）以来，六个地区的经济活动几乎没有或没有变化，而另外六个地区则表明经济活动以适度的速度扩张。展望未来，在不确定性加剧的情况下，受访者预计未来几个月经济状况不会有太大改善。供应链困境缓解，高通胀、高利率依然限制消费褐皮书称，全美供应链中断的问题继续缓解。消费方面，消费者支出总体保持稳定，但一些地区报告零售额在通常平缓的时期内出现温和至强劲增长。从全美来看，汽车销售几乎没有变化，但库存水平继续改善。几个地区的数据显示，高通胀和高利率继续降低消费者的可支配收入和购买力，并对信用卡债务上升表示担忧。大多数地区的旅行和旅游活动仍然相当强劲。制造业活动在经历了一段时间的收缩后趋于稳定。虽然房地产市场仍然低迷，业受到极低库存的限制，但在东部沿海的一些地区，房地产市场活动出现了超出季节性正常水平的意外上升。商业房地产活动稳定，工业地产市场有所增长，但写字楼市场持续疲软。全美对非金融服务的需求总体上保持稳定，但在一些地区有所回升。全美贷款需求下降，信贷标准收紧，拖欠率小幅上升。能源活动持平或略有下降，农业状况喜忧参半。劳动力市场依然稳健，工资增长将进一步放缓劳动力市场方面，褐皮书认为，美国劳动力市场状况依然稳健。褐皮书称，尽管一些公司冻结了招聘并且有零星的裁员报告，但大多数地区的就业继续以适度的速度增长。劳动力供应略有改善，但寻找具有所需技能或经验的工人仍然具有挑战性。一些地区的数据显示，缺乏可用的托儿服务继续阻碍劳动力进入市场。虽然劳动力市场总体上仍然紧张，但一些地区指出，公司对员工的灵活性越来越低，并开始减少远程工作的选择。工资总体上以温和的速度增长，一些地区的数据显示，工资压力有所缓解。美联储预计今年年内工资增长将进一步放缓。通胀压力仍普遍存在，预计物价涨幅将继续放缓尽管许多地区的价格涨幅有所放缓，但通胀压力仍然普遍存在。一些地区报告称，投入成本进一步上升，尤其是能源和原材料，尽管运费和运输成本有所缓解。一些地区的数据显示，公司发现将成本增加转嫁给消费者变得更加困难。大多数地区的销售价格温和上涨，一些地区出现减速。房价总体持平或略有下降，而据报道租金稳定或上涨。尽管如此，房价和租金仍然居高不下，加剧了人们对住房负担能力的持续担忧。展望未来，受访者预计今年物价上涨将继续放缓。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949964196,"gmtCreate":1678317064215,"gmtModify":1678317092172,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"🤨","listText":"🤨","text":"🤨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949964196","repostId":"1109405735","repostType":4,"repost":{"id":"1109405735","kind":"news","pubTimestamp":1678316946,"share":"https://ttm.financial/m/news/1109405735?lang=en_US&edition=fundamental","pubTime":"2023-03-09 07:09","market":"sh","language":"zh","title":"Powell: The Fed has yet to decide how much to raise interest rates in March, and future data will have a strong impact","url":"https://stock-news.laohu8.com/highlight/detail?id=1109405735","media":"华尔街见闻","summary":"摘要：国会听证会次日，唯一不同于首日演讲稿之处是，鲍威尔强调，联储还未对3月会议做任何决定。鲍威尔称，评估利率政策时，更多的数据将至关重要，职位空缺、CPI、PPI和就业报告都是美联储观察数据；今年的","content":"<p><html><head></head><body>Abstract: On the next day of the congressional hearing, the only difference from the speech on the first day is that Powell emphasized that the Fed has not made any decision on the March meeting. Powell said that when evaluating interest rate policy, more data will be crucial. Job vacancies, CPI, PPI and employment reports are all Fed watch data; This year's data shows that the Fed's terminal rate will be higher than previously expected; Reiterating that inflation is still high, saying that it is likely that it is partly due to the tight labor market; Reiterated that Congress should raise the debt ceiling, saying that the Federal Reserve will not act to avoid default on its debt; Cryptocurrencies should have a clear regulatory framework, and Congressional approval is required before central bank digital currencies can be issued; The Fed's climate policy jurisdiction is limited to banking supervision. On Wednesday, March 8th, Eastern Time, Federal Reserve Chairman Powell testified at the hearing of the House Financial Services Committee.</p><p>After strengthening the market's expectation of \"higher interest rates for longer\" the previous day, Powell emphasized on Wednesday that the Fed is open to the choice of future rate hike, and has not yet decided what kind of rate hike to announce at the Fed meeting later this month. The upcoming economic data will strongly affect the interest rate decision of this meeting.</p><p>At the beginning of the hearing, Powell read out the speech that had been released at the hearing of the Senate Banking Committee on Tuesday, in which he warned that the strong employment and hot inflation data at the beginning of this year may prompt the Fed to stop slowing down, but to speed up the pace of rate hike, so that the interest rate will finally be higher than the level previously expected by the Fed, saying that we should be alert to the historical lessons of premature policy relaxation and stick to it to the end.</p><p><b>Different from Tuesday</b>, after reading<b>In lecture notes</b>When it comes to speeding up rate hike if necessary, he specifically referred to the next Federal Reserve monetary policy meeting on March 20-21,<b>Added the sentence, \"Let me stress that we have not made any decisions about the March meeting\"</b>，<b>And then retell it</b>The following passage from Tuesday's speech:</p><p>\"If the overall data suggests a need for faster (monetary) tightening, we will be prepared to accelerate the pace of rate hike. Restoring price stability may require us to maintain a restrictive monetary policy stance for some time. \"More data reporting will be critical when evaluating interest rate policy,\" Powell said. \"We have some potentially important data coming out,\" he said, mentioning job openings, CPI, PPI, and jobs reporting data are all targets for the Fed's watch.</p><p>Powell said that the Fed has not set an established course in interest rate policy, and reiterated that the Fed's policy actions will depend on economic data and guidance on the economic outlook.</p><p>During Tuesday's Senate hearing, Powell mentioned that the effects of monetary tightening may not have been fully reflected. On Wednesday, Powell also said that the Federal Reserve is very aware of the lag in monetary policy. Previously, the Fed slowed down the pace of rate hike to assess the extent of the impact of policy lag. He reiterated that economic data since the beginning of this year show that the Fed's terminal interest rate will be higher than expected.</p><p>Reiterates that inflation remains high, says it is likely partly due to tight labor markets</p><p>At the Senate hearing on Tuesday, Powell said that inflation has eased to some extent since June last year, but it is still far above the Fed's long-term target of 2%, and the Fed is not considering changing this target.</p><p>When he mentioned inflation on Wednesday, Powell reiterated that inflation is still high, arguing that high inflation stems in part from the extremely tight job market.</p><p>\"Inflation is falling, but it is very high. Part of the high inflation we are experiencing is likely related to a very tight labor market.\" Powell believes that if inflation is not tamed, the consequences will be extremely costly, and expects that global supply chain tensions will hopefully ease. He said the Fed wants U.S. labor wages to rise in tandem with productivity growth. The Fed is not deliberately suppressing wage growth.</p><p>Before Powell's hearing, the ADP employment report, known as \"small non-farm\", was released earlier on Wednesday, showing that the number of new jobs in private enterprises in the United States rebounded more than expected in February, more than double the number of new jobs after the upward revision in January. The number of JOLTS vacancies in January, announced at the start of the hearings, fell back from December but was higher than Wall Street's expectations for the fifth time in a row. The data shows that the labor market remains resilient, making Powell's warning of a faster rate hike on Tuesday more likely to come true.</p><p>The media pointed out that the February non-farm payrolls report released on Friday will be the most important indicator to measure the U.S. labor market in the near future. However, the data released on Wednesday also attracted much attention.</p><p>Reiterates Congress Should Raise the Debt Ceiling Says Fed Won't Avoid Debt Default</p><p>In a Senate hearing on Tuesday, Powell said Congress must raise the US federal government's statutory borrowing limit to prevent \"very adverse\" harm to the global economy. On Wednesday Powell reiterated that Congress should raise the debt ceiling.</p><p>Powell believes that the Fed cannot exercise fiscal power instead of Congress. He said the Fed has not, and has not sought, to play any role in fiscal policy. No one can take for granted that the Federal Reserve will step in to protect the U.S. economy in the event of a U.S. debt default.</p><p>Cryptocurrencies Should Have a Clear Regulatory Framework Congressional Approval Before Central Bank Digital Currencies Can Be Issued</p><p>For cryptocurrency, at the hearing on Tuesday, Powell expressed support for the regulation of the market, and it should be the same regulation as traditional financial assets such as funds.</p><p>On Wednesday, Powell said that there should be a clear regulatory framework in the field of cryptocurrency regulation, and believed that state governments in the United States should also play an active role in cryptocurrency regulation.</p><p>Asked about the digital dollar, the central bank digital currency (CBDC) that the Fed is considering issuing, Powell said the Fed needs congressional approval to issue CBDCs that can be used in the retail space.</p><p>Powell also said that the status of the US dollar as a global reserve currency is not threatened.</p><p>Banking Capital Standards Related Proposals Undecided Climate Policy Jurisdiction Limited to Banking Regulation</p><p>For the banking sector, Powell said on Tuesday that the Fed is committed to adjusting capital adequacy rules. He said Wednesday that the Fed's assessment of bank capital standards was still in progress and had not yet put forward its own plan on bank capital.</p><p>When it comes to climate policy for banks, Powell acknowledged that the Fed does have regulatory responsibilities in this regard, but noted that the Fed's jurisdiction is quite narrow and limited to bank supervision.</p><p>Powell said the Fed won't be a climate policymaker, at least during his tenure. The government needs to draw clear boundaries for the Fed's involvement in climate policy.</p><p>Market reaction: U.S. stocks fluctuated and fell, once rebounded, U.S. bond yields rebounded, the US Dollar Index refreshed the daily low and then turned up</p><p>After Powell began to speak, the S&P and Nasdaq turned down, and then quickly turned up. The Dow hit a new daily low, falling nearly 127 points or nearly 0.4%, and then narrowed some of the decline. At noon, during the hearing, both S&P and Nasdaq fell, and the decline and the Dow continued to expand, with the Dow falling nearly 200 points.</p><p>Before Powell's hearing, the benchmark 10-year U.S. bond yield was measured at a daily low of 3.90%, and it continued to rise after the hearing. After the hearing, it approached 4.0%, which has not yet reached the intraday high above 4.0% in the Asian market. During the hearing, the yield of 2-year U.S. bonds, which are more sensitive to interest rates, rose by 5.0%, approaching the 2007 high set by the Asian market above 5.0%.</p><p><img src=\"https://static.tigerbbs.com/e97cc8ed942f55ecc0c59f6904ec45b0\" tg-width=\"640\" tg-height=\"423\" referrerpolicy=\"no-referrer\"/></p><p>During the hearing, the US Dollar Index fell below 105.40, setting a new daily low, and then turned up. During this period, it stood firm above 105.60, approaching the high since early December last year, which was approached by 105.90 in Asia on Wednesday.</p><p>On Tuesday, Powell's remarks, regarded by analysts as double hawk, gave the market a blow in the head, prompting investors to reprice the prospect of the Fed's rate hike, bursting the bubble of the Fed's pivot, and returning to the monetary policy reality of higher interest rates for longer.</p><p>After the Powell hearing on Tuesday, the yield on the 2-year U.S. Treasury, which is sensitive to the interest rate outlook, rose above 5.0% intraday for the first time since July 2007. The rate futures market expects a more than 70% chance of the Fed raising interest rates by 50 basis points in March, up from about 31% a day earlier.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is also expected to rate hike 25 basis points in July, raising the peak interest rate to 5.5% to 5.75%. Other investors are betting that interest rates will peak at 6% or higher.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Powell: The Fed has yet to decide how much to raise interest rates in March, and future data will have a strong impact</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\">\nPowell: The Fed has yet to decide how much to raise interest rates in March, and future data will have a strong impact\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\">2023-03-09 07:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: On the next day of the congressional hearing, the only difference from the speech on the first day is that Powell emphasized that the Fed has not made any decision on the March meeting. Powell said that when evaluating interest rate policy, more data will be crucial. Job vacancies, CPI, PPI and employment reports are all Fed watch data; This year's data shows that the Fed's terminal rate will be higher than previously expected; Reiterating that inflation is still high, saying that it is likely that it is partly due to the tight labor market; Reiterated that Congress should raise the debt ceiling, saying that the Federal Reserve will not act to avoid default on its debt; Cryptocurrencies should have a clear regulatory framework, and Congressional approval is required before central bank digital currencies can be issued; The Fed's climate policy jurisdiction is limited to banking supervision. On Wednesday, March 8th, Eastern Time, Federal Reserve Chairman Powell testified at the hearing of the House Financial Services Committee.</p><p>After strengthening the market's expectation of \"higher interest rates for longer\" the previous day, Powell emphasized on Wednesday that the Fed is open to the choice of future rate hike, and has not yet decided what kind of rate hike to announce at the Fed meeting later this month. The upcoming economic data will strongly affect the interest rate decision of this meeting.</p><p>At the beginning of the hearing, Powell read out the speech that had been released at the hearing of the Senate Banking Committee on Tuesday, in which he warned that the strong employment and hot inflation data at the beginning of this year may prompt the Fed to stop slowing down, but to speed up the pace of rate hike, so that the interest rate will finally be higher than the level previously expected by the Fed, saying that we should be alert to the historical lessons of premature policy relaxation and stick to it to the end.</p><p><b>Different from Tuesday</b>, after reading<b>In lecture notes</b>When it comes to speeding up rate hike if necessary, he specifically referred to the next Federal Reserve monetary policy meeting on March 20-21,<b>Added the sentence, \"Let me stress that we have not made any decisions about the March meeting\"</b>，<b>And then retell it</b>The following passage from Tuesday's speech:</p><p>\"If the overall data suggests a need for faster (monetary) tightening, we will be prepared to accelerate the pace of rate hike. Restoring price stability may require us to maintain a restrictive monetary policy stance for some time. \"More data reporting will be critical when evaluating interest rate policy,\" Powell said. \"We have some potentially important data coming out,\" he said, mentioning job openings, CPI, PPI, and jobs reporting data are all targets for the Fed's watch.</p><p>Powell said that the Fed has not set an established course in interest rate policy, and reiterated that the Fed's policy actions will depend on economic data and guidance on the economic outlook.</p><p>During Tuesday's Senate hearing, Powell mentioned that the effects of monetary tightening may not have been fully reflected. On Wednesday, Powell also said that the Federal Reserve is very aware of the lag in monetary policy. Previously, the Fed slowed down the pace of rate hike to assess the extent of the impact of policy lag. He reiterated that economic data since the beginning of this year show that the Fed's terminal interest rate will be higher than expected.</p><p>Reiterates that inflation remains high, says it is likely partly due to tight labor markets</p><p>At the Senate hearing on Tuesday, Powell said that inflation has eased to some extent since June last year, but it is still far above the Fed's long-term target of 2%, and the Fed is not considering changing this target.</p><p>When he mentioned inflation on Wednesday, Powell reiterated that inflation is still high, arguing that high inflation stems in part from the extremely tight job market.</p><p>\"Inflation is falling, but it is very high. Part of the high inflation we are experiencing is likely related to a very tight labor market.\" Powell believes that if inflation is not tamed, the consequences will be extremely costly, and expects that global supply chain tensions will hopefully ease. He said the Fed wants U.S. labor wages to rise in tandem with productivity growth. The Fed is not deliberately suppressing wage growth.</p><p>Before Powell's hearing, the ADP employment report, known as \"small non-farm\", was released earlier on Wednesday, showing that the number of new jobs in private enterprises in the United States rebounded more than expected in February, more than double the number of new jobs after the upward revision in January. The number of JOLTS vacancies in January, announced at the start of the hearings, fell back from December but was higher than Wall Street's expectations for the fifth time in a row. The data shows that the labor market remains resilient, making Powell's warning of a faster rate hike on Tuesday more likely to come true.</p><p>The media pointed out that the February non-farm payrolls report released on Friday will be the most important indicator to measure the U.S. labor market in the near future. However, the data released on Wednesday also attracted much attention.</p><p>Reiterates Congress Should Raise the Debt Ceiling Says Fed Won't Avoid Debt Default</p><p>In a Senate hearing on Tuesday, Powell said Congress must raise the US federal government's statutory borrowing limit to prevent \"very adverse\" harm to the global economy. On Wednesday Powell reiterated that Congress should raise the debt ceiling.</p><p>Powell believes that the Fed cannot exercise fiscal power instead of Congress. He said the Fed has not, and has not sought, to play any role in fiscal policy. No one can take for granted that the Federal Reserve will step in to protect the U.S. economy in the event of a U.S. debt default.</p><p>Cryptocurrencies Should Have a Clear Regulatory Framework Congressional Approval Before Central Bank Digital Currencies Can Be Issued</p><p>For cryptocurrency, at the hearing on Tuesday, Powell expressed support for the regulation of the market, and it should be the same regulation as traditional financial assets such as funds.</p><p>On Wednesday, Powell said that there should be a clear regulatory framework in the field of cryptocurrency regulation, and believed that state governments in the United States should also play an active role in cryptocurrency regulation.</p><p>Asked about the digital dollar, the central bank digital currency (CBDC) that the Fed is considering issuing, Powell said the Fed needs congressional approval to issue CBDCs that can be used in the retail space.</p><p>Powell also said that the status of the US dollar as a global reserve currency is not threatened.</p><p>Banking Capital Standards Related Proposals Undecided Climate Policy Jurisdiction Limited to Banking Regulation</p><p>For the banking sector, Powell said on Tuesday that the Fed is committed to adjusting capital adequacy rules. He said Wednesday that the Fed's assessment of bank capital standards was still in progress and had not yet put forward its own plan on bank capital.</p><p>When it comes to climate policy for banks, Powell acknowledged that the Fed does have regulatory responsibilities in this regard, but noted that the Fed's jurisdiction is quite narrow and limited to bank supervision.</p><p>Powell said the Fed won't be a climate policymaker, at least during his tenure. The government needs to draw clear boundaries for the Fed's involvement in climate policy.</p><p>Market reaction: U.S. stocks fluctuated and fell, once rebounded, U.S. bond yields rebounded, the US Dollar Index refreshed the daily low and then turned up</p><p>After Powell began to speak, the S&P and Nasdaq turned down, and then quickly turned up. The Dow hit a new daily low, falling nearly 127 points or nearly 0.4%, and then narrowed some of the decline. At noon, during the hearing, both S&P and Nasdaq fell, and the decline and the Dow continued to expand, with the Dow falling nearly 200 points.</p><p>Before Powell's hearing, the benchmark 10-year U.S. bond yield was measured at a daily low of 3.90%, and it continued to rise after the hearing. After the hearing, it approached 4.0%, which has not yet reached the intraday high above 4.0% in the Asian market. During the hearing, the yield of 2-year U.S. bonds, which are more sensitive to interest rates, rose by 5.0%, approaching the 2007 high set by the Asian market above 5.0%.</p><p><img src=\"https://static.tigerbbs.com/e97cc8ed942f55ecc0c59f6904ec45b0\" tg-width=\"640\" tg-height=\"423\" referrerpolicy=\"no-referrer\"/></p><p>During the hearing, the US Dollar Index fell below 105.40, setting a new daily low, and then turned up. During this period, it stood firm above 105.60, approaching the high since early December last year, which was approached by 105.90 in Asia on Wednesday.</p><p>On Tuesday, Powell's remarks, regarded by analysts as double hawk, gave the market a blow in the head, prompting investors to reprice the prospect of the Fed's rate hike, bursting the bubble of the Fed's pivot, and returning to the monetary policy reality of higher interest rates for longer.</p><p>After the Powell hearing on Tuesday, the yield on the 2-year U.S. Treasury, which is sensitive to the interest rate outlook, rose above 5.0% intraday for the first time since July 2007. The rate futures market expects a more than 70% chance of the Fed raising interest rates by 50 basis points in March, up from about 31% a day earlier.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is also expected to rate hike 25 basis points in July, raising the peak interest rate to 5.5% to 5.75%. Other investors are betting that interest rates will peak at 6% or higher.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3683625\">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/62dafa537afba542bdc43da1b85df8b4","relate_stocks":{"513500":"标普500ETF博时","SDOW":"三倍做空道指30ETF-ProShares","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","BK4504":"桥水持仓","DJX":"1/100道琼斯","BK4588":"碎股","DOG":"道指ETF-ProShares做空",".DJI":"道琼斯","QID":"两倍做空纳斯达克指数ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares","SSO":"2倍做多标普500ETF-ProShares","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF","DXD":"两倍做空道琼30指数ETF-ProShares","SH":"做空标普500-Proshares","BK4581":"高盛持仓"},"source_url":"https://wallstreetcn.com/articles/3683625","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109405735","content_text":"摘要：国会听证会次日，唯一不同于首日演讲稿之处是，鲍威尔强调，联储还未对3月会议做任何决定。鲍威尔称，评估利率政策时，更多的数据将至关重要，职位空缺、CPI、PPI和就业报告都是美联储观察数据；今年的数据显示，联储的终端利率将高于之前预期；重申通胀仍高，称很可能部分源于劳动力市场很紧张；重申国会应提高债务上限，称美联储不会出手避免债务违约；加密货币应有清晰监管框架，需国会批准才可发行央行数字货币；联储气候政策管辖范围仅限于银行监管。美东时间3月8日周三，美联储主席鲍威尔在众议院金融服务委员会听证会上作证。在前一日强化了市场的“更高利率更久”预期后，鲍威尔周三强调，美联储对未来加息的选择持开放态度，尚未决定本月下旬的联储会议上要公布怎样的加息幅度，即将公布的经济数据将强烈影响这次会议的利率决策。听证会伊始，鲍威尔先宣读了周二在参议院银行委员会听证会上已经公布的演讲稿，其中警告，今年初强劲的就业和火爆的通胀数据可能促使联储不再继续放缓、而是加快加息的脚步，让利率最终高于联储此前预期的水平，称应警惕过早放松政策的历史教训，要坚持到底。不同于周二的是，在宣读讲稿中涉及必要时将加快加息那段话时，鲍威尔特别提到3月20日到21日的下次美联储货币政策会议，加了一句“我强调下，我们还没有对3月的会议做出任何决定”，然后才复述了周二讲稿中的下面这段话：”如果整体数据暗示有必要加快（货币）紧缩，我们将准备加快加息步伐。恢复价格稳定可能需要我们一段时间内保持限制性的货币政策立场。“鲍威尔表示，在评估利率政策时，更多的数据报告将是至关重要的。他说，“我们有一些潜在的重要数据即将发布”，提到职位空缺、CPI、PPI和就业报告数据都是美联储观察的目标。鲍威尔说，联储在利率政策上没有设过既定路线，并重申，联储的政策行动将取决于经济数据以及对经济前景的指引。周二的参议院听证会上，鲍威尔提到，货币紧缩的效果可能还未充分体现。本周三鲍威尔又称，美联储非常清楚货币政策存在滞后性。之前联储放缓加息步伐，就是为了评估政策滞后性的影响程度。他重申，今年以来的经济数据显示，联储的终端利率将高于预期。重申通胀仍高 称很可能部分源于劳动力市场很紧张周二的参议院听证会上，鲍威尔称，去年6月以来通胀一定程度上缓和，但还远高于联储的长期目标2%，联储不考虑改变这一目标。本周三提到通胀时，鲍威尔重申通胀仍处高位，认为高通胀部分源于极度紧张的就业市场。“通胀正在下降，但它非常高。我们正在经历的部分高通胀很可能与非常紧张的劳动力市场有关。”鲍威尔认为，如果不能驯服通胀，后果代价将极其严重，并预计，全球供应链紧张状况有望得到缓解。他说，美联储希望美国劳工薪资跟随着生产率的增长而同步上涨。联储并不会刻意打压薪资增长。鲍威尔听证会开始前，周三稍早公布了有“小非农”之称的ADP就业报告，显示2月美国私人企业新增就业人数超预期反弹，是1月上修后新增人数的两倍多。听证会开始时公布的1月JOLTS空缺职位数较12月回落，但连续第五次高于华尔街预期水平。这些数据体现劳动力市场仍有韧性，让鲍威尔本周二的更快加息警告更有可能成真。媒体指出，本周五公布的2月非农就业报告将是近期内衡量美国劳动力市场最重要的指标，不过，周三发布的数据也备受关注。重申国会应提高债务上限 称美联储不会出手避免债务违约周二的参议院听证会上，鲍威尔表示，为防止对全球经济造成“非常不利”的伤害，国会必须提高美国联邦政府的法定借款限额。周三鲍威尔重申，国会应该提高债务上限。鲍威尔认为，美联储无法代替国会行使财政权力。他说，联储未曾、也没有在财政政策领域寻求扮演任何角色。任何人都不能想当然地认为，在美国债务违约时，美联储会出面保护美国经济。加密货币应有清晰监管框架 需国会批准才可发行央行数字货币对于加密货币，周二听证会上，鲍威尔表示支持对该市场进行监管，而且应该是和基金等传统金融资产同样的监管。周三鲍威尔说，在加密货币监管领域应当有明晰的监管框架，认为美国各州政府也应该在加密货币监管方面扮演积极角色。被问及美联储考虑发行的央行数字货币（CBDC）数字美元，鲍威尔说，美联储需要国会批准，才能发行可被用于零售领域的CBDC。鲍威尔还说，美元作为全球储备货币的地位并未受到威胁。银行业资本标准相关方案未定 气候政策管辖仅限于银行监管对于银行业，周二鲍威尔曾表示，美联储致力于调整资本充足率规则。周三他说，联储对银行资本标准的评估仍在进行中，尚未在银行资本问题上提出自身的方案。谈到银行的气候政策，鲍威尔承认，美联储在这方面确实有监管职责，但指出，联储的管辖范围相当狭窄，仅限于银行监管。鲍威尔说，至少在他任期内，美联储不会成为气候政策制定者。政府需要为美联储参与气候政策划定明确的界限。市场反应：美股震荡下挫 一度反弹 美债收益率回升 美元指数刷新日低后转涨鲍威尔开始讲话后，标普和纳指曾转跌，后很快转涨，道指刷新日低，跌近127点、跌近0.4%，后收窄部分跌幅。美股午盘，听证会期间，标普和纳指都转跌，且跌幅和道指都持续扩大，道指跌近200点。鲍威尔听证会开始前，基准10年期美债收益率下测3.90%刷新日低，听证会开始后持续回升，听证会结束后逼近4.0%，还未达到亚市盘中4.0%上方的日内高位。听证会期间，对利率更敏感的2年期美债收益率重上5.0%，逼近亚市盘中处于5.0%上方所创的2007年来高位。听证会期间，美元指数跌破105.40刷新日低，后转涨，期间站稳105.60上方，向周三亚市盘中逼近105.90所创的去年12月初以来高位靠近。本周二鲍威尔被分析师视为双倍鹰调的言论给市场当头一棒，促使投资者重新定价美联储加息的前景，对联储转向的泡影破灭，华尔街回归更高利率保持更久的货币政策现实。周二鲍威尔听证会后，对利率前景敏感的2年期美债收益率2007年7月以来首次盘中升破5.0%。利率期货市场预计的美联储3月加息50个基点几率超过70%，一天前只有约31%。高盛预计7月还会加息25基点，将利率峰值利率上调至5.5%到5.75%。还有投资者开始押注利率峰值会达到6%或者更高。","news_type":1,"symbols_score_info":{"513500":0.9,"UPRO":0.9,"SSO":0.9,"IVV":0.9,"DOG":0.9,"DXD":0.9,"SH":0.9,"SPY":0.9,"TQQQ":0.9,"SQQQ":0.9,"SDOW":0.9,".DJI":0.9,".IXIC":0.9,"DJX":0.9,"QID":0.9}},"isVote":1,"tweetType":1,"viewCount":3097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940428118,"gmtCreate":1678118693834,"gmtModify":1678118696836,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940428118","repostId":"2317178905","repostType":4,"repost":{"id":"2317178905","kind":"news","pubTimestamp":1678110241,"share":"https://ttm.financial/m/news/2317178905?lang=en_US&edition=fundamental","pubTime":"2023-03-06 21:44","market":"hk","language":"zh","title":"Morgan Stanley is idling more again: US stocks will rebound in the near future","url":"https://stock-news.laohu8.com/highlight/detail?id=2317178905","media":"智通财经","summary":"摩根士丹利首席策略师威尔逊(Michael Wilson)表示，在业绩不利因素加剧之前，美股可能还有上涨空间。威尔逊周一表示，“股市上周经受住了关键的支撑考验，这表明本轮熊市反弹还没有准备好结束。”威","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Chief strategist Michael Wilson said there could be room for U.S. stocks to rise before performance headwinds mount. Wilson said Monday that \"stocks weathered a critical test of support last week, indicating that this bear market rally is not ready to end.\" Wilson correctly predicted the sell-off in stocks and the rally last October. He noted that the S&P 500 remained above its 200-day moving average and could rise further if the dollar and interest rates continue to pull back after falling last Friday.</p><p><img src=\"https://static.tigerbbs.com/1072f3a311cda661a6aac98d8766c954\" tg-width=\"576\" tg-height=\"328\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>While Wilson sees the next resistance level for the S&P 500 at 4,150, about 2.5% above last Friday's close, he sees it as a short-term turning point. The market will fall further in the medium term as fundamentals continue to deteriorate, particularly on earnings, he wrote.</p><p>Despite the surge, Mr Wilson said, \"we don't think that, given that valuations and profit estimates are still too high, we don't think that counters the extremely low risk-reward for many stocks right now.\" He expects profit margins to be \"significantly worse than current consensus expectations.\"</p><p>Wilson noted that the gap between earnings and cash flow was the largest in 25 years, due to inventory excess and capital costs that haven't been reflected.</p><p>The S&P 500 is up 5.4% year-to-date, and the tech benchmark Nasdaq 100 has surged more than 12%, despite tough comments from Fed officials amid remaining strong economic recovery, inflation and jobs data.<a href=\"https://laohu8.com/S/US10Y.BOND\">U.S. 10-Year Treasury Bond Yield</a>It soared to nearly 4.2% last week and retreated last Friday, spurring stocks higher.</p><p>Wilson's caution gained<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Recognition from the strategist team, Xiaomo strategists headed by Mislav Matejka believe that investors are now \"more willing to chase the market\" and suggest using the current strength to cut risk exposure, because the tightening of monetary policy will have a lagging impact on the stock market.</p><p>Matejka is also particularly unbullish on U.S. stocks, saying on Monday that relative valuations and earnings in U.S. stocks are near all-time highs, while they may \"continue to undermine the strong momentum of the past 10 years\".</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley is idling more again: US stocks will rebound in the near future</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley is idling more again: US stocks will rebound in the near future\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2023-03-06 21:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Chief strategist Michael Wilson said there could be room for U.S. stocks to rise before performance headwinds mount. Wilson said Monday that \"stocks weathered a critical test of support last week, indicating that this bear market rally is not ready to end.\" Wilson correctly predicted the sell-off in stocks and the rally last October. He noted that the S&P 500 remained above its 200-day moving average and could rise further if the dollar and interest rates continue to pull back after falling last Friday.</p><p><img src=\"https://static.tigerbbs.com/1072f3a311cda661a6aac98d8766c954\" tg-width=\"576\" tg-height=\"328\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>While Wilson sees the next resistance level for the S&P 500 at 4,150, about 2.5% above last Friday's close, he sees it as a short-term turning point. The market will fall further in the medium term as fundamentals continue to deteriorate, particularly on earnings, he wrote.</p><p>Despite the surge, Mr Wilson said, \"we don't think that, given that valuations and profit estimates are still too high, we don't think that counters the extremely low risk-reward for many stocks right now.\" He expects profit margins to be \"significantly worse than current consensus expectations.\"</p><p>Wilson noted that the gap between earnings and cash flow was the largest in 25 years, due to inventory excess and capital costs that haven't been reflected.</p><p>The S&P 500 is up 5.4% year-to-date, and the tech benchmark Nasdaq 100 has surged more than 12%, despite tough comments from Fed officials amid remaining strong economic recovery, inflation and jobs data.<a href=\"https://laohu8.com/S/US10Y.BOND\">U.S. 10-Year Treasury Bond Yield</a>It soared to nearly 4.2% last week and retreated last Friday, spurring stocks higher.</p><p>Wilson's caution gained<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Recognition from the strategist team, Xiaomo strategists headed by Mislav Matejka believe that investors are now \"more willing to chase the market\" and suggest using the current strength to cut risk exposure, because the tightening of monetary policy will have a lagging impact on the stock market.</p><p>Matejka is also particularly unbullish on U.S. stocks, saying on Monday that relative valuations and earnings in U.S. stocks are near all-time highs, while they may \"continue to undermine the strong momentum of the past 10 years\".</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/887537.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"BK4581":"高盛持仓",".DJI":"道琼斯","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","BK4127":"投资银行业与经纪业","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","MS":"摩根士丹利","BK4504":"桥水持仓","LU0971096721.USD":"富达环球金融服务 A","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4588":"碎股","LU0106831901.USD":"贝莱德世界金融基金A2","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/887537.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317178905","content_text":"摩根士丹利首席策略师威尔逊(Michael Wilson)表示，在业绩不利因素加剧之前，美股可能还有上涨空间。威尔逊周一表示，“股市上周经受住了关键的支撑考验，这表明本轮熊市反弹还没有准备好结束。”威尔逊正确地预测了股市的抛售和去年10月份的反弹。他指出，标准普尔500指数保持在200日移动均线上方，如果美元和利率在上周五下跌后继续回落，可能会进一步上涨。虽然威尔逊认为标准普尔500指数的下一个阻力位在4150点，比上周五的收盘价高出约2.5%，但他认为这是一个短期转折点。他写道，随着基本面继续恶化，特别是在盈利方面，市场中期还会进一步下跌。威尔逊称，尽管股市大涨，但\"我们认为，鉴于估值和获利预估仍过高，我们认为这无法反驳许多股票目前极低的风险回报。\"他预计利润率将\"大大逊于目前的普遍预期\"。威尔逊指出，财报收益和现金流之间的差距是25年来最大的，原因是库存过剩和资本成本尚未反映出来。标准普尔500指数今年以来累计上涨5.4%，科技股基准纳斯达克100指数飙升逾12%，尽管美联储官员在经济复苏、通胀和就业数据依然强劲的情况下发表了强硬言论。美国10年期国债收益率上周飙升至近4.2%，上周五回落，刺激股市走高。威尔逊的谨慎态度获得了摩根大通策略师团队的认可，小摩以Mislav Matejka为首的策略师认为，投资者现在“更愿意追逐市场”，建议利用目前的强势来削减风险敞口，因为货币政策收紧将对股市产生滞后影响。Matejka也特别不看好美国股市，他在周一表示，美国股市的相对估值和收益接近历史高点，而它们可能“继续削弱过去10年的强劲势头”。","news_type":1,"symbols_score_info":{"MS":1,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940564193,"gmtCreate":1678057158612,"gmtModify":1678057161993,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😳","listText":"😳","text":"😳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940564193","repostId":"1154440961","repostType":4,"repost":{"id":"1154440961","kind":"news","pubTimestamp":1677989017,"share":"https://ttm.financial/m/news/1154440961?lang=en_US&edition=fundamental","pubTime":"2023-03-05 12:03","market":"hk","language":"zh","title":"Lei Jun's New Story","url":"https://stock-news.laohu8.com/highlight/detail?id=1154440961","media":"全天候科技","summary":"雷军不再侧重讲生态链的故事，而是讲起与小米业务相关的供应链的故事。前几年，小米打造生态链版图，在众多智能设备领域进行布局，逐步让米家终端智能产品渗透到IoT的各个市场中。智能手机市场进入下半场后，雷军","content":"<p><html><head></head><body><b><b>Lei Jun no longer focuses on telling the story of the ecological chain,</b></b><b>But rather</b><b><b>Tell the story of the supply chain related to Xiaomi's business.</b></b>A few years ago, Xiaomi built an ecological chain map, laid out it in many smart device fields, and gradually let Mijia terminal intelligent products penetrate into various IoT markets.</p><p>After the smart phone market entered the second half, Lei Jun no longer focused on the story of the ecological chain, but on the story of the supply chain related to Xiaomi's business.</p><p>Recently, Lei Jun told the story of \"supply chain\" to the \"two sessions\". In 2023, Lei Jun, a deputy to the National People's Congress, prepared three proposals, including one on promoting the rapid development of bionic humanoid robots. Lei Jun suggested that we should encourage and support the science and technology innovation industry chain and promote the planning and layout of bionic humanoid robot industry.</p><p><img src=\"https://static.tigerbbs.com/af0a5d3fa4c549d087facade077bcded\" tg-width=\"1024\" tg-height=\"1324\" referrerpolicy=\"no-referrer\"/></p><p>Also this month, \"Xiaomi Ten Billion Fund\" launched the second round of financing, and the fund-raising scale has increased from more than 6 billion yuan last year to more than 9 billion yuan. The investment objectives of this fund focus on integrated circuits and related upstream and downstream fields.</p><p>Xiaomi's story about the supply chain has made phased progress. According to the previous statistics of Guojin Securities, as early as the end of September 2021, Xiaomi invested in as many as 62 enterprises in the field of smart cars.</p><p>All along, \"cost performance\" is the deepest label on Xiaomi. This has also become the reason why Xiaomi has been criticized by the outside world for \"insufficient self-research technical ability\". The investment in upstream core supply chain enterprises or technology enterprises shows Xiaomi's determination to strengthen the right to speak in the supply chain.</p><p>The opening of supply chain layout is an attempt by Lei Jun and Xiaomi to seize market opportunities.</p><p>Can Lei Jun's new story be told?</p><p><b>\"Voice\" for the humanoid robot industry chain</b></p><p>After its debut in August last year, there has been little news about Xiaomi's bionic humanoid robot CyberOne. However, judging from the recent dynamics of Xiaomi, Lei Jun hopes to make more breakthroughs in the track of bionic humanoid robots.</p><p>Among the suggestions on promoting the rapid development of bionic humanoid robots, Lei Jun believes that at present, China has made key breakthroughs in the core technology of bionic humanoid robots, but it still faces challenges such as improving the performance of core components, insufficient application demand traction, lack of large-scale mass production capacity, imperfect application ecology and supporting support system, etc.</p><p>To this end, he suggested: encourage and support the science and technology industry chain, and promote the planning and layout of bionic humanoid robot industry; Support whole machine enterprises to take the lead in establishing a national innovation consortium and strengthen joint research on core technologies; Build an open industrial ecology of bionic humanoid robots, and accelerate the cultivation of scenario applications.</p><p>In June last year, under the effect of Musk's \"humanoid robot will be launched\", the related concept of bionic humanoid robot became a hot concept in the domestic capital market, and this subdivision track also became the hottest track in the robot industry.</p><p>Two months later, Xiaomi released the prototype bionic robot CyberOne (internal stage name \"Tieda\") at Lei Jun's annual lecture before Tesla, and this enthusiasm reached its peak.</p><p>CyberOne launched by Xiaomi is not a PPT or a prop. It is a prototype that can be taken out and can interact with people. Unfortunately, the cost of CyberOne is as high as 600,000 to 700,000 yuan per unit, and it can't yet achieve mass production. At that time, Lei Jun admitted that the technical integration of bionic robots was the highest and the most difficult, and Xiaomi was still in the first stage of its infancy.</p><p>Turning its attention to foreign countries, the humanoid robot Optimus Prime Optimus released by Tesla at AI Day last year also failed to reach the previously claimed level. In Musk's words, \"It's not quite ready to walk, but I think it will in a couple of weeks.\"</p><p>Musk previously made a bold statement: The target price of Optimus Optimus may be less than $20,000, and more than one million units will be mass-produced. However, Musk revealed the recent progress of Optimus Optimus at Tesla Investor Day: \"Not working properly, though things are improving.\"</p><p>Tesla is still increasing its investment in humanoid robots. All-Weather Technology found that Tesla China recently released job recruitment information in the direction of robotics, including automation control engineer (robot), electrical design engineer-robot development and its application direction.</p><p>The outlook given by institutions is tempting. Marketsandmarkets, a global market research firm, forecasts that the global humanoid robot market will rise from US$1.5 billion in 2022 to US$17.3 billion in 2027. Minsheng Securities believes that humanoid robots are expected to become another entrance after mobile phones and cars, with huge commercial value.</p><p>But there is no denying that the bionic humanoid robot track is a track that requires long-term investment.</p><p>As far as China is concerned, there are still many realities that have to be solved in front of this track, such as core components, the underlying operating system and chip of robots, system design software, etc.</p><p><b>Ten Billion Fund Focuses on IC Industry Chain</b></p><p>After raising more than 6 billion yuan for the first time last year, \"Xiaomi Ten Billion Fund\" launched its second round of financing this month.</p><p>On March 2nd, Kingsoft Software announced that its subsidiaries Wuhan Jinshan, Xiaomi Beijing, Xiaomi Wuhan, etc. had entered into partnership agreements with other investors about the establishment of equity investment funds in integrated circuit-related fields, with an expected total scale of 10 billion yuan.</p><p><img src=\"https://static.tigerbbs.com/2eaf1f7c5e348d7da105e2c9435c44cb\" tg-width=\"1024\" tg-height=\"1085\" referrerpolicy=\"no-referrer\"/></p><p>In addition to Xiaomi and Jinshan of Lei Jun Department, the LP of the fund also includes Beijing Guiding Fund and Yizhuang Guotou with Beijing's state-owned assets background, Tianjin Haichuang of Tianjin state-owned assets Beijing, Hainan Huaying Kaitai, Guangzhou Huaduo, Xingzheng Investment, Zhaoyi Innovation, etc.</p><p>Compared with the first fund-raising in July last year, the fund has five new faces: Wuhan Jinshan, Beijing Guidance Fund, Nasing Venture Capital, Diao Micro and Xinyin Haohong. The fund scale also increased from 6.33 billion yuan in the initial financing to 9.03 billion yuan, close to the target scale of 10 billion yuan.</p><p>According to the industrial and commercial information, the full name of the fund is: Beijing Xiaomi Zhizao Equity Investment Fund Partnership (Limited Partnership) (hereinafter referred to as \"Xiaomi Zhizao\"), which was incorporated on September 18, 2021 and filed on April 6, 2022.</p><p>Regarding the role of the fund, Kingsoft Software said that it is mainly engaged in equity investment or quasi-equity investment, or investment-related activities in unlisted companies.</p><p>The main target is integrated circuits and related upstream and downstream sectors, covering new generation information technology, intelligent manufacturing, new materials, artificial intelligence, displays and display devices, automotive electronics, and upstream and downstream applications and supply chains related to mobile end consumer goods and intelligent devices.</p><p>It is not difficult to find that these are closely related to Xiaomi's current business mobile phones and cars. All along, most of Xiaomi's investment businesses have basically focused on its main business and future development direction, carrying out technological upgrading and industrial chain layout, such as artificial intelligence, Internet of Things, automobiles and semiconductors.</p><p>Since the announcement of car manufacturing, Xiaomi has laid out a number of enterprises related to the automobile industry chain through investment and shareholding. According to the previous statistics of Guojin Securities, as early as the end of September 2021, Xiaomi invested in as many as 62 enterprises in the field of smart cars, including 17 enterprises in intelligent driving, 13 enterprises in intelligent electric and 6 enterprises in intelligent cockpit, of which 22 enterprises were newly invested in 2021.</p><p>Previously, most of Xiaomi's semiconductor investment actions were completed through Xiaomi Yangtze River Industrial Investment Fund. After the establishment of Xiaomi Zhizao, it focused more on the collaborative investment direction of Xiaomi's automobile business.</p><p>According to public information, more than ten projects invested by Xiaomi Zhizao at present involve the automobile industry chain, including semiconductors, power batteries, core equipment parts and other links in the automobile industry chain.</p><p>Some industry analysts believe that Lei Jun's layout of the upstream and downstream fields of the integrated circuit industry is exactly the same as the previous layout of Xiaomi ecological chain. This is conducive to further enhancing the vertical integration capability of the vehicle business and ensuring the supply of key automotive components and software systems.</p><p></body></html></p>","source":"qthkj","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>Lei Jun's New Story</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\">\nLei Jun's New Story\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">全天候科技</strong><span class=\"h-time small\">2023-03-05 12:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b><b>Lei Jun no longer focuses on telling the story of the ecological chain,</b></b><b>But rather</b><b><b>Tell the story of the supply chain related to Xiaomi's business.</b></b>A few years ago, Xiaomi built an ecological chain map, laid out it in many smart device fields, and gradually let Mijia terminal intelligent products penetrate into various IoT markets.</p><p>After the smart phone market entered the second half, Lei Jun no longer focused on the story of the ecological chain, but on the story of the supply chain related to Xiaomi's business.</p><p>Recently, Lei Jun told the story of \"supply chain\" to the \"two sessions\". In 2023, Lei Jun, a deputy to the National People's Congress, prepared three proposals, including one on promoting the rapid development of bionic humanoid robots. Lei Jun suggested that we should encourage and support the science and technology innovation industry chain and promote the planning and layout of bionic humanoid robot industry.</p><p><img src=\"https://static.tigerbbs.com/af0a5d3fa4c549d087facade077bcded\" tg-width=\"1024\" tg-height=\"1324\" referrerpolicy=\"no-referrer\"/></p><p>Also this month, \"Xiaomi Ten Billion Fund\" launched the second round of financing, and the fund-raising scale has increased from more than 6 billion yuan last year to more than 9 billion yuan. The investment objectives of this fund focus on integrated circuits and related upstream and downstream fields.</p><p>Xiaomi's story about the supply chain has made phased progress. According to the previous statistics of Guojin Securities, as early as the end of September 2021, Xiaomi invested in as many as 62 enterprises in the field of smart cars.</p><p>All along, \"cost performance\" is the deepest label on Xiaomi. This has also become the reason why Xiaomi has been criticized by the outside world for \"insufficient self-research technical ability\". The investment in upstream core supply chain enterprises or technology enterprises shows Xiaomi's determination to strengthen the right to speak in the supply chain.</p><p>The opening of supply chain layout is an attempt by Lei Jun and Xiaomi to seize market opportunities.</p><p>Can Lei Jun's new story be told?</p><p><b>\"Voice\" for the humanoid robot industry chain</b></p><p>After its debut in August last year, there has been little news about Xiaomi's bionic humanoid robot CyberOne. However, judging from the recent dynamics of Xiaomi, Lei Jun hopes to make more breakthroughs in the track of bionic humanoid robots.</p><p>Among the suggestions on promoting the rapid development of bionic humanoid robots, Lei Jun believes that at present, China has made key breakthroughs in the core technology of bionic humanoid robots, but it still faces challenges such as improving the performance of core components, insufficient application demand traction, lack of large-scale mass production capacity, imperfect application ecology and supporting support system, etc.</p><p>To this end, he suggested: encourage and support the science and technology industry chain, and promote the planning and layout of bionic humanoid robot industry; Support whole machine enterprises to take the lead in establishing a national innovation consortium and strengthen joint research on core technologies; Build an open industrial ecology of bionic humanoid robots, and accelerate the cultivation of scenario applications.</p><p>In June last year, under the effect of Musk's \"humanoid robot will be launched\", the related concept of bionic humanoid robot became a hot concept in the domestic capital market, and this subdivision track also became the hottest track in the robot industry.</p><p>Two months later, Xiaomi released the prototype bionic robot CyberOne (internal stage name \"Tieda\") at Lei Jun's annual lecture before Tesla, and this enthusiasm reached its peak.</p><p>CyberOne launched by Xiaomi is not a PPT or a prop. It is a prototype that can be taken out and can interact with people. Unfortunately, the cost of CyberOne is as high as 600,000 to 700,000 yuan per unit, and it can't yet achieve mass production. At that time, Lei Jun admitted that the technical integration of bionic robots was the highest and the most difficult, and Xiaomi was still in the first stage of its infancy.</p><p>Turning its attention to foreign countries, the humanoid robot Optimus Prime Optimus released by Tesla at AI Day last year also failed to reach the previously claimed level. In Musk's words, \"It's not quite ready to walk, but I think it will in a couple of weeks.\"</p><p>Musk previously made a bold statement: The target price of Optimus Optimus may be less than $20,000, and more than one million units will be mass-produced. However, Musk revealed the recent progress of Optimus Optimus at Tesla Investor Day: \"Not working properly, though things are improving.\"</p><p>Tesla is still increasing its investment in humanoid robots. All-Weather Technology found that Tesla China recently released job recruitment information in the direction of robotics, including automation control engineer (robot), electrical design engineer-robot development and its application direction.</p><p>The outlook given by institutions is tempting. Marketsandmarkets, a global market research firm, forecasts that the global humanoid robot market will rise from US$1.5 billion in 2022 to US$17.3 billion in 2027. Minsheng Securities believes that humanoid robots are expected to become another entrance after mobile phones and cars, with huge commercial value.</p><p>But there is no denying that the bionic humanoid robot track is a track that requires long-term investment.</p><p>As far as China is concerned, there are still many realities that have to be solved in front of this track, such as core components, the underlying operating system and chip of robots, system design software, etc.</p><p><b>Ten Billion Fund Focuses on IC Industry Chain</b></p><p>After raising more than 6 billion yuan for the first time last year, \"Xiaomi Ten Billion Fund\" launched its second round of financing this month.</p><p>On March 2nd, Kingsoft Software announced that its subsidiaries Wuhan Jinshan, Xiaomi Beijing, Xiaomi Wuhan, etc. had entered into partnership agreements with other investors about the establishment of equity investment funds in integrated circuit-related fields, with an expected total scale of 10 billion yuan.</p><p><img src=\"https://static.tigerbbs.com/2eaf1f7c5e348d7da105e2c9435c44cb\" tg-width=\"1024\" tg-height=\"1085\" referrerpolicy=\"no-referrer\"/></p><p>In addition to Xiaomi and Jinshan of Lei Jun Department, the LP of the fund also includes Beijing Guiding Fund and Yizhuang Guotou with Beijing's state-owned assets background, Tianjin Haichuang of Tianjin state-owned assets Beijing, Hainan Huaying Kaitai, Guangzhou Huaduo, Xingzheng Investment, Zhaoyi Innovation, etc.</p><p>Compared with the first fund-raising in July last year, the fund has five new faces: Wuhan Jinshan, Beijing Guidance Fund, Nasing Venture Capital, Diao Micro and Xinyin Haohong. The fund scale also increased from 6.33 billion yuan in the initial financing to 9.03 billion yuan, close to the target scale of 10 billion yuan.</p><p>According to the industrial and commercial information, the full name of the fund is: Beijing Xiaomi Zhizao Equity Investment Fund Partnership (Limited Partnership) (hereinafter referred to as \"Xiaomi Zhizao\"), which was incorporated on September 18, 2021 and filed on April 6, 2022.</p><p>Regarding the role of the fund, Kingsoft Software said that it is mainly engaged in equity investment or quasi-equity investment, or investment-related activities in unlisted companies.</p><p>The main target is integrated circuits and related upstream and downstream sectors, covering new generation information technology, intelligent manufacturing, new materials, artificial intelligence, displays and display devices, automotive electronics, and upstream and downstream applications and supply chains related to mobile end consumer goods and intelligent devices.</p><p>It is not difficult to find that these are closely related to Xiaomi's current business mobile phones and cars. All along, most of Xiaomi's investment businesses have basically focused on its main business and future development direction, carrying out technological upgrading and industrial chain layout, such as artificial intelligence, Internet of Things, automobiles and semiconductors.</p><p>Since the announcement of car manufacturing, Xiaomi has laid out a number of enterprises related to the automobile industry chain through investment and shareholding. According to the previous statistics of Guojin Securities, as early as the end of September 2021, Xiaomi invested in as many as 62 enterprises in the field of smart cars, including 17 enterprises in intelligent driving, 13 enterprises in intelligent electric and 6 enterprises in intelligent cockpit, of which 22 enterprises were newly invested in 2021.</p><p>Previously, most of Xiaomi's semiconductor investment actions were completed through Xiaomi Yangtze River Industrial Investment Fund. After the establishment of Xiaomi Zhizao, it focused more on the collaborative investment direction of Xiaomi's automobile business.</p><p>According to public information, more than ten projects invested by Xiaomi Zhizao at present involve the automobile industry chain, including semiconductors, power batteries, core equipment parts and other links in the automobile industry chain.</p><p>Some industry analysts believe that Lei Jun's layout of the upstream and downstream fields of the integrated circuit industry is exactly the same as the previous layout of Xiaomi ecological chain. This is conducive to further enhancing the vertical integration capability of the vehicle business and ensuring the supply of key automotive components and software systems.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://awtmt.com/articles/3683320\">全天候科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb44f0df3fb7312ee913474e800cc495","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://awtmt.com/articles/3683320","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154440961","content_text":"雷军不再侧重讲生态链的故事，而是讲起与小米业务相关的供应链的故事。前几年，小米打造生态链版图，在众多智能设备领域进行布局，逐步让米家终端智能产品渗透到IoT的各个市场中。智能手机市场进入下半场后，雷军不再侧重讲生态链的故事，而是讲起与小米业务相关的供应链的故事。近日，雷军将“供应链”的故事讲上了“两会”。2023年，作为全国人大代表的雷军准备了3份建议案，其中一份关于推动仿生人形机器人快速发展。雷军建议，鼓励扶持科创产业链，推进仿生人形机器人产业规划布局。同样在这个月，“小米百亿基金”开展了第二轮融资，募资规模已从去年60多亿增至90多亿元。而这支基金的投资目标着重于集成电路以及相关上游及下游领域。小米关于供应链的故事已取得阶段性进展。国金证券此前统计数据显示，早在2021年9月底，小米投资布局有关智能汽车领域的企业多达62家。一直以来，“性价比”是小米身上最深的标签。这也成为小米被外界诟病“自研技术能力不足”的原因。而对上游核心供应链企业或技术企业的投资，表明小米希望强供应链话语权的决心。供应链布局的开启，是雷军和小米试图抓住市场机遇的一次蓄力与尝试。雷军的新故事能否讲成？为人形机器人产业链“发声”去年8月亮相之后，有关小米仿生人形机器人CyberOne的消息一直不多。不过最近从小米传出的动态来看，雷军希望能在仿生人形机器人这个赛道上有更多的突破。在关于推动仿生人形机器人快速发展的建议中，雷军认为，目前我国在仿生人形机器人核心技术方面已取得关键突破，但仍然面临核心部组件性能有待提升、应用需求牵引不足、不具备规模化量产能力、应用生态和配套支撑体系不健全等挑战。为此，他建议：鼓励扶持科创产业链，推进仿生人形机器人产业规划布局；支持整机企业牵头创建国家创新联合体，加强核心技术联合攻关；构建仿生人形机器人开放产业生态，加速场景应用培育。去年6月，在马斯克“将推出人形机器人”效应下，仿生人形机器人相关概念成为国内资本市场上的热门概念，这个细分赛道也成为机器人行业最热的赛道。两个月后，小米先于特斯拉在雷军年度演讲会上发布原型仿生机器人CyberOne（内部艺名“铁大”），这股热情也随之达到峰值。小米推出的CyberOne不是PPT，也不是道具，是可以拿出手的原型机，能与人进行互动。遗憾的是，CyberOne的成本每台高达六、七十万元，尚无法实现量产。彼时，雷军坦承，形仿生机器人的技术集成度最高、难度也最大，小米还处于刚刚起步的第一阶段。将视线转向国外，特斯拉在去年AI Day上发布的人形机器人擎天柱Optimus，同样没有达到此前宣称的水平。用马斯克的话来说，“它还没有完全准备好走路，但我认为它会在几周内走路。”马斯克此前放出豪言：擎天柱Optimus的目标价格可能低于2万美元，还要量产百万台之上。然而，马斯克在特斯拉投资者日上透露了擎天柱Optimus的最近进展：“无法正常工作，不过情况正在好转。”特斯拉仍在不断加大关于人形机器人的投入。全天候科技发现，特斯拉中国近期发布了机器人方向的岗位招聘信息，包括自动化控制工程师（机器人）、电气设计工程师-机器人开发及其应用方向。机构给出的前景很诱人。全球市场研究机构Marketsandmarkets预测，全球人形机器人市场规模将从2022年的15亿美元提升至2027年的173亿美元。民生证券认为，人形机器人有望成为继手机、汽车后的又一入口，商业价值巨大。但不可否认，仿生人形机器人赛道是一个需要长期投入的赛道。就国内而言，摆在这条赛道面前且不得不解决的现实还不少，如核心零部件、机器人底层操作系统与芯片、系统设计软件等。百亿基金聚焦集成电路产业链在去年首次募资超60亿元后，“小米百亿基金”在这个月又展开了第二轮融资。3月2日，金山软件公告称，公司附属公司武汉金山、小米北京、小米武汉等，与其他投资者订立合伙协议，内容有关成立集成电路相关领域股权投资基金，预期总规模100亿元。除雷军系的小米、金山外，该基金LP还包含北京国资背景的北京市引导基金、亦庄国投，天津国资北京的天津海创，以及海南华盈开泰、广州华多、兴证投资、兆易创新等。相较去年7月首次募资，该基金多5位新面孔：武汉金山、北京市引导基金、纳星创投、帝奥微、信银浩鸿。基金规模也从首次融资的63.3亿元增至90.3亿元，接近百亿目标规模。工商信息显示，该基金全名为：北京小米智造股权投资基金合伙企业（有限合伙）（以下简称“小米智造”），2021年9月18日注册成立，2022年4月6日完成备案。对于该基金的作用，金山软件称：主要从事股权投资或准股权投资，或对非上市公司进行投资相关活动。主要对象便是集成电路，以及相关上游及下游领域，涵盖新一代信息科技、 智能制造、新材料、人工智能、显示器及显示装置、汽车电子，以及有关移动终端消费品、智能装置的上游及下游应用及供应链。从中不难发现，这些与小米当前业务手机、汽车密切相关。一直以来，小米的大部分投资业务基本围绕其主营业务和未来发展方向，进行技术提升和产业链布局，例如人工智能、物联网、汽车和半导体等。自宣布造车以来，小米就通过投资及入股等方式，布局多家汽车产业链相关企业。据国金证券此前统计，早在2021年9月底，小米投资布局有关智能汽车领域的企业多达62家，其中智能驾驶布局17家企业，智能电动布局13家企业，智能座舱布局6家企业，当中有22家企业是2021年新增投资。此前，小米多数半导体投资动作是通过小米长江产业投资基金完成的。小米智造成立后，其更聚焦小米汽车业务协同投资方向。公开信息显示，小米智造目前对外投资的十余个项目，均涉及汽车产业链，包括汽车产业链半导体、动力电池、核心设备零件等多个环节。有行业人士分析认为，雷军布局集成电路产业上下游领域，与此前布局小米生态链如出一辙。这有利于其进一步提升整车业务的垂直整合能力，保障汽车关键零部件和软件系统供应。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":3223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940564376,"gmtCreate":1678057149996,"gmtModify":1678057151965,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😳","listText":"😳","text":"😳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940564376","repostId":"2317152105","repostType":4,"isVote":1,"tweetType":1,"viewCount":3520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940564012,"gmtCreate":1678057136737,"gmtModify":1678057140559,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😳","listText":"😳","text":"😳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940564012","repostId":"2317151532","repostType":4,"isVote":1,"tweetType":1,"viewCount":1145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940805739,"gmtCreate":1677786449221,"gmtModify":1677786453774,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"🤨","listText":"🤨","text":"🤨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940805739","repostId":"1190656437","repostType":4,"repost":{"id":"1190656437","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":1677769614,"share":"https://ttm.financial/m/news/1190656437?lang=en_US&edition=fundamental","pubTime":"2023-03-02 23:06","market":"us","language":"zh","title":"Bilibili turned from decline to rise, Q4 average daily active users increased by 29% year-on-year","url":"https://stock-news.laohu8.com/highlight/detail?id=1190656437","media":"老虎资讯综合","summary":"3月2日，哔哩哔哩持续拉升，现涨近5%，盘初一度跌6%；B站四季度日均活跃用户同比增长29%，毛利率提升至20.3%。","content":"<p><html><head></head><body>On March 2,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Continued to rise, now rising by nearly 5%, and once fell by 6% at the beginning of the session; In the fourth quarter, the average daily active users of Station B increased by 29% year-on-year, and the gross profit margin increased to 20.3%.</p><p><img src=\"https://static.tigerbbs.com/f3d5dcb17db87eaf50cf3e8fba0cad5f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bilibili turned from decline to rise, Q4 average daily active users increased by 29% year-on-year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">2023-03-02 23:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On March 2,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Continued to rise, now rising by nearly 5%, and once fell by 6% at the beginning of the session; In the fourth quarter, the average daily active users of Station B increased by 29% year-on-year, and the gross profit margin increased to 20.3%.</p><p><img src=\"https://static.tigerbbs.com/f3d5dcb17db87eaf50cf3e8fba0cad5f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/175fbf5f75752267f2ac52ba7750f15a","relate_stocks":{"09626":"哔哩哔哩-W","BILI":"哔哩哔哩","BK4504":"桥水持仓","BK4577":"网络游戏","BK4085":"互动家庭娱乐","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","BK4588":"碎股","BK4548":"巴美列捷福持仓","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK4509":"腾讯概念","BK1588":"回港中概股","BK4510":"在线教育","BK1104":"互动家庭娱乐","BK1608":"元宇宙概念","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","BK4531":"中概回港概念","BK4563":"昨日强势股","BK4503":"景林资产持仓","BK4566":"资本集团","BK4505":"高瓴资本持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190656437","content_text":"3月2日，哔哩哔哩持续拉升，现涨近5%，盘初一度跌6%；B站四季度日均活跃用户同比增长29%，毛利率提升至20.3%。","news_type":1,"symbols_score_info":{"09626":0.9,"BILI":0.9}},"isVote":1,"tweetType":1,"viewCount":1566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940801967,"gmtCreate":1677778793460,"gmtModify":1677778797468,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"🤨","listText":"🤨","text":"🤨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940801967","repostId":"1146418972","repostType":4,"repost":{"id":"1146418972","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":1677768643,"share":"https://ttm.financial/m/news/1146418972?lang=en_US&edition=fundamental","pubTime":"2023-03-02 22:50","market":"other","language":"zh","title":"Silvergate plunged nearly 50% early in the session after announcing postponement of its 2022 annual report","url":"https://stock-news.laohu8.com/highlight/detail?id=1146418972","media":"老虎资讯综合","summary":"3月2日，Silvergate盘初暴跌近50%，此前宣布推迟其2022年度报告，正在评估其作为持续经营企业的能力。Silvergate是加密货币行业有影响力的银行，但该公司目前正面临着一场金融危机，这","content":"<p><html><head></head><body>On March 2,<a href=\"https://laohu8.com/S/SI\">Silvergate</a>It plunged nearly 50% early in the session after announcing a delay in its 2022 annual report and is assessing its ability as a going concern.</p><p>Silvergate is an influential bank in the cryptocurrency industry, but the company is currently facing a financial crisis triggered by the collapse of one of its clients, the crypto exchange FTX. Silvergate said it was assessing its ability to continue as a business and \"reassessing its business and strategy in light of the business and regulatory challenges it currently faces.\" The bank's share price has plunged 90% over the past year. Analysts say Silvergate's crisis has the potential to hit cryptocurrency prices and exacerbate liquidity problems that have existed since the collapse of FTX, all of which may cause cryptocurrencies to become more volatile.</p><p><img src=\"https://static.tigerbbs.com/0c801647f64a6704fb23935f121099fd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Silvergate plunged nearly 50% early in the session after announcing postponement of its 2022 annual report</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\">\nSilvergate plunged nearly 50% early in the session after announcing postponement of its 2022 annual report\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\">2023-03-02 22:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On March 2,<a href=\"https://laohu8.com/S/SI\">Silvergate</a>It plunged nearly 50% early in the session after announcing a delay in its 2022 annual report and is assessing its ability as a going concern.</p><p>Silvergate is an influential bank in the cryptocurrency industry, but the company is currently facing a financial crisis triggered by the collapse of one of its clients, the crypto exchange FTX. Silvergate said it was assessing its ability to continue as a business and \"reassessing its business and strategy in light of the business and regulatory challenges it currently faces.\" The bank's share price has plunged 90% over the past year. Analysts say Silvergate's crisis has the potential to hit cryptocurrency prices and exacerbate liquidity problems that have existed since the collapse of FTX, all of which may cause cryptocurrencies to become more volatile.</p><p><img src=\"https://static.tigerbbs.com/0c801647f64a6704fb23935f121099fd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/962be253ee7459c393769e9105cb1429","relate_stocks":{"SI":"Shoulder Innovations, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146418972","content_text":"3月2日，Silvergate盘初暴跌近50%，此前宣布推迟其2022年度报告，正在评估其作为持续经营企业的能力。Silvergate是加密货币行业有影响力的银行，但该公司目前正面临着一场金融危机，这场危机是由其客户之一的加密交易所FTX倒闭引发的。Silvergate表示，该公司正在评估其继续经营的能力，并“根据目前面临的业务和监管挑战，重新评估其业务和战略”。过去一年，该银行的股价已经暴跌了90%。分析师称Silvergate的危机有可能打击加密货币价格，并加剧自FTX倒闭以来就存在的流动性问题，所有的这些因素都可能会导致加密货币变得更加不稳定。","news_type":1,"symbols_score_info":{"SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940803751,"gmtCreate":1677778734874,"gmtModify":1677778738557,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"🤨","listText":"🤨","text":"🤨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940803751","repostId":"2316495692","repostType":4,"repost":{"id":"2316495692","kind":"highlight","pubTimestamp":1677772257,"share":"https://ttm.financial/m/news/2316495692?lang=en_US&edition=fundamental","pubTime":"2023-03-02 23:50","market":"us","language":"zh","title":"War without smoke again! The Fed is dead?","url":"https://stock-news.laohu8.com/highlight/detail?id=2316495692","media":"金十数据","summary":"华尔街有一则投资箴言：“别和美联储作对。”或许这话只说对了一半？与其交易鲍威尔讲话，不如交易……","content":"<p><html><head></head><body>There's an investment motto on Wall Street: \"Don't go against the Fed.\" Perhaps that's only half true? Instead of trading Powell's speech, it is better to trade... March 17th will be the first anniversary of the current rate hike of the Federal Reserve. Since the Federal Reserve started the rate hike cycle, the smokeless war between the market and Powell has begun. As a result, the market has been repeatedly \"beaten\", so that many people have deeply realized one sentence:</p><p>\"Don't go against the Fed.\" Nowadays, investors seem to be more willing to pay attention to and trade the speeches of Powell and other Fed officials, but we think that investors should not be too \"superstitious about the Fed\", otherwise they may be more vulnerable to \"critical attack\". If you don't believe me, let's take a look.</p><p>rate hike 1st Anniversary: How Are Markets and the Economy Performing?</p><p>The entire market had a thrilling year after the Federal Reserve turned on its rate hike and raised interest rates by 425 basis points.</p><p>Investors sell everything, global<b>Stock market</b>Trillions of dollars evaporated from market capitalization.</p><p><img src=\"https://static.tigerbbs.com/e28e0b47d9cb293b86065b106d653cab\" tg-width=\"1032\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p><p><b>Non-U.S. currencies</b>General decline.</p><p><img src=\"https://static.tigerbbs.com/dd82d4ac907d7fc330c68e8d8acfc610\" tg-width=\"991\" tg-height=\"606\" referrerpolicy=\"no-referrer\"/></p><p><b>Commodities</b>Performance is hard to describe,<b>Gold</b>Failed to act as a tool to fight inflation, known as the \"leader of the global economy\"<b>Copper price</b>Flash a recession signal,<b>Crude oil and natural gas</b>Prices rose to multi-year highs, adding to inflation the central bank has been trying to tame.</p><p><img src=\"https://static.tigerbbs.com/cb402226f274ae98e8000e791f7dd969\" tg-width=\"1032\" tg-height=\"646\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Cryptocurrency</b>Experienced a \"cliff-like\" decline.</p><p><img src=\"https://static.tigerbbs.com/5a42e248f8ed2bf9b4daff7da0a726a1\" tg-width=\"1044\" tg-height=\"658\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Even what has always been considered the safest asset<b>U.S. debt</b>, also experienced its most terrible decline in 50 years.</p><p><img src=\"https://static.tigerbbs.com/584250eb939f26817eb0a753ba12e1d8\" tg-width=\"905\" tg-height=\"585\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The good news is that after last year's Fed rate hike at its most aggressive pace since the 1980s, the current rate hike has gradually dropped back to 25 basis points from the previous 75 basis points.</p><p>But the bad news is that as of February this year, the Fed has accumulated 450 basis points of rate hike, but<b>Has not been effective in curbing inflation</b>。 The \"shelling\" of a series of strong data in February may mean that the Fed's efforts to fight inflation have failed.</p><p>Although<b>CPI annual rate</b>It has dropped to 5.5%, well below last year's peak of 9%, but it is still well above the Fed's target and even shows stickiness.</p><p><img src=\"https://static.tigerbbs.com/9465bba9a8a24e8ebd69a58fa120d1f0\" tg-width=\"830\" tg-height=\"615\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Job market</b>It also showed surprising resilience, so much so that even Robert Reich, the former US secretary of labor, said disappointedly: \"<b>The Federal Reserve is Dead</b>。”</p><p><img src=\"https://static.tigerbbs.com/1e46ae8f7fa66d98726d85a7df19482e\" tg-width=\"830\" tg-height=\"561\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Of course, the Fed can't be all to blame for this either, as part of the reason for inflation is geopolitical conflicts, the pandemic, and problems with the supply of commodities and components.</p><p>But even if we only look at the situation in the United States,<b>The Fed's rate hike won't actually help slow price rises, and may even have the opposite effect</b>。</p><p>It's very simple,<u>If you were the boss of a large company, would you take the initiative to cut prices on goods and put up with reduced profits before the Fed rate hike caused a recession? Obviously, any normal boss would not do this. On the contrary, they would try to keep the price high for as long as possible.</u></p><p>Only when high interest rates start to hurt consumers so much that they can't afford high-priced goods will businesses be forced to cut prices. In other words, relying on the Federal Reserve's rate hike alone to curb inflation is probably not quite feasible.</p><p>Wars without smoke are played out frequently</p><p>Of course, whether rate hike can curb inflation or not,<b>The market \"bleeding\" won't stop as long as the Fed is in rate hike</b>。</p><p>There's a famous saying in the investment community: \"Don't go against the Fed.\"</p><p>But it turns out that for most of the past year, traders and investors have ignored this phrase, losing frequently in confrontations with the Fed.</p><p>This phenomenon was evident when the Federal Reserve just started its rate hike,<b>It was when inflation continued to soar and the Fed's pivot to its most hawkish policy stance in decades surprised investors, triggering a market crash</b>Investor losses also mainly occurred in the first few months of the Fed's rate hike cycle, specifically before mid-May last year.</p><p>Even as investors began to accept expectations by mid-May last year that the Fed would bring its rate hike to around 5%,<b>Investors still don't believe the Fed will be as tough as they say it will be.</b></p><p>And then they started betting that the Fed would eventually be forced to abandon its pledge to \"keep interest rates high for the long term\" and would start cutting rates this year and trade accordingly. So in mid-May last year, the S&P 500 began to rebound.</p><p>Does the story sound familiar?</p><p>That's right,<b>At the beginning of the year, the market staged this scenario again</b>: Although Powell and other Fed officials have repeatedly emphasized the higher terminal interest rate and the need to keep interest rates high, investors still believe that the Fed is bluffing, and they can't wait to bet that the Fed will announce interest rate cuts in the second half of this year.</p><p>As a result, we all know that the data in February directly \"beat the heads\" of these overly optimistic investors.</p><p>Serious communication problems?</p><p>Some analysts believe that the reason why the market keeps opposing the Fed is,<b>It could be because the Fed has credibility or communication problems, or both</b>。</p><p>In fact,<b>In most cases, investors don't listen to what Powell said, but only listen to what they want to hear, so Powell often hawks, and the market still rises; Or the situation where Powell releases pigeons and the market falls.</b></p><p><img src=\"https://static.tigerbbs.com/7074d9c4bc3a939b7c95dc4e55caaef7\" tg-width=\"831\" tg-height=\"604\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>For example, on November 30th last year, February 1st and February 7th this year, Powell made three speeches to release pigeons. Logically speaking, this should be said to be a big positive for the stock market. However, after his dovish speech, the market fell instead.</p><p>Take the Feb. 7 speech, when Powell claimed:</p><p>\"We think we will need further rate hike. The labor market is exceptionally strong. If the employment situation remains hot, it is likely that we will have to do more... Last Friday's stronger-than-expected non-farm payrolls report indicates that (inflation-fighting) this is going to be a long process.\" While he also said:</p><p>\"The anti-inflation process has begun, and the Federal Reserve expects that the current rate hike will be appropriate, but it still has not reached a sufficiently restrictive level.\" Regarding this speech, Stephen Innes, an analyst at SPI Asset Management, analyzed that,<b>Powell hasn't gone to great lengths to weigh down markets with hawkish rhetoric</b>。 Powell's remarks further confirmed that the Fed is open to broader brokerage data and policy outcomes as tightening moves into a late-cycle adjustment phase. That is, they will cut rates if and only if the data gives them absolute confidence that the fight against inflation has won and that a more positive growth outlook does not pose the risk of inflation accelerating again.</p><p>However, Innes says:</p><p>\"One thing to know, no matter how optimistic the market is, is that in an environment where the dollar is strong, interest rates are rising, and the financial environment is tightening, any soft landing cannot be without pain.\" It follows that Powell's pigeon-in-the-eagle speech failed to boost market sentiment,<b>What markets heard was that the Fed would keep tightening and that a soft landing would be hard to avoid, so they started selling stocks</b>。</p><p>Powell Ignorance?!</p><p>So does that mean that paying attention to and trading the speeches of Powell and other Fed officials will ensure nothing is foolproof?</p><p>I'm afraid it's not that simple.</p><p>According to Brent Donnelly, president of analytics firm Spectra Markets:</p><p>\"Powell doesn't know more about the economic outlook than you do, so I've been stressing that the market should trade in economic data, not Powell's speech.\" Donnelly's remark is not unreasonable.</p><p>In the past two years, Powell has been \"slapped in the face\" by the market many times, the most typical example of which is his \"<b>Inflation temporary theory</b>”。</p><p>Back in February 2021, Powell said that a one-off price increase wouldn't necessarily drive up inflation, and the result?</p><p>In May 2021, CPI soared to 5% annually from 1.7% in February, when Powell still insisted: \"<b>High inflation is only temporary</b>。”</p><p>In August of that year, CPI rose to 5.3% annually, and Powell vowed: \"<b>Inflationary pressures will ease in the first half of next year</b>。”</p><p>In November of that year, the annual CPI rate rose to 6.8%, and Powell continued to talk hard: \"<b>Inflation is well above target, but we are very well positioned for interest rates, inflation and a strong economy</b>。”</p><p>By February 2022, the annual CPI rate was on a rocket, rising to 7.9%, and Powell finally let go: \"<b>Inflation is expected to move higher this year, but lower than last year's</b>。”</p><p>In the following year, the Federal Reserve finally started a rate hike to curb inflation, but it was still criticized by the market because it started the rate hike cycle too late and inflation became increasingly stubborn.</p><p>This example is a good illustration that Fed officials, led by Powell, know no more than the rest of the market.</p><p>At the beginning of February this year, after the Federal Reserve reduced the rate hike from the last 50 basis points to 25 basis points, the non-agricultural and CPI data greatly exceeded expectations, once again hitting Powell's face, who had previously indicated that the anti-inflation process had started.</p><p>In addition, Nick Timiraos, who is known as the \"Fed's megaphone\", said before the Fed's rate hike in February,<b>Fed officials, like ordinary investors, are unsure about the lag in rate hike.</b></p><p>Some Fed officials say interest rate movements affect the economy more quickly because the Fed communicates its policy intentions more clearly than in the past. The Fed 30 years ago didn't communicate to the public in advance whether it would make any interest rate adjustments at meetings. Fed Governor Waller believes:</p><p>\"The markets at the time had to take the time to figure out that the Fed was taking action. In this case, it took a while for policy to affect the economy; by contrast, today's Fed provided guidance for its future actions, which shortened the lag. I think a lot of the effects of monetary policy will be more visible in the next quarter.\" But it was also argued that this ignored important changes that extended the lag. Even if Fed officials shortened the time between changing interest rates and affecting financial conditions, they did not shorten the time for financial markets to affect economic activity.</p><p>In short, at present, no one, including the Federal Reserve, can say clearly how long the impact of rate hike on the economy will lag, which is actually an important manifestation of \"Powell's (or the Federal Reserve's) ignorance\".</p><p>So, for investors,<b>\"Don't go against the Fed\" may be an investment motto, but \"Don't be too superstitious about the Fed\" is probably just as important.</b></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>War without smoke again! The Fed is dead?</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\">\nWar without smoke again! The Fed is dead?\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\">2023-03-02 23:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>There's an investment motto on Wall Street: \"Don't go against the Fed.\" Perhaps that's only half true? Instead of trading Powell's speech, it is better to trade... March 17th will be the first anniversary of the current rate hike of the Federal Reserve. Since the Federal Reserve started the rate hike cycle, the smokeless war between the market and Powell has begun. As a result, the market has been repeatedly \"beaten\", so that many people have deeply realized one sentence:</p><p>\"Don't go against the Fed.\" Nowadays, investors seem to be more willing to pay attention to and trade the speeches of Powell and other Fed officials, but we think that investors should not be too \"superstitious about the Fed\", otherwise they may be more vulnerable to \"critical attack\". If you don't believe me, let's take a look.</p><p>rate hike 1st Anniversary: How Are Markets and the Economy Performing?</p><p>The entire market had a thrilling year after the Federal Reserve turned on its rate hike and raised interest rates by 425 basis points.</p><p>Investors sell everything, global<b>Stock market</b>Trillions of dollars evaporated from market capitalization.</p><p><img src=\"https://static.tigerbbs.com/e28e0b47d9cb293b86065b106d653cab\" tg-width=\"1032\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p><p><b>Non-U.S. currencies</b>General decline.</p><p><img src=\"https://static.tigerbbs.com/dd82d4ac907d7fc330c68e8d8acfc610\" tg-width=\"991\" tg-height=\"606\" referrerpolicy=\"no-referrer\"/></p><p><b>Commodities</b>Performance is hard to describe,<b>Gold</b>Failed to act as a tool to fight inflation, known as the \"leader of the global economy\"<b>Copper price</b>Flash a recession signal,<b>Crude oil and natural gas</b>Prices rose to multi-year highs, adding to inflation the central bank has been trying to tame.</p><p><img src=\"https://static.tigerbbs.com/cb402226f274ae98e8000e791f7dd969\" tg-width=\"1032\" tg-height=\"646\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Cryptocurrency</b>Experienced a \"cliff-like\" decline.</p><p><img src=\"https://static.tigerbbs.com/5a42e248f8ed2bf9b4daff7da0a726a1\" tg-width=\"1044\" tg-height=\"658\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Even what has always been considered the safest asset<b>U.S. debt</b>, also experienced its most terrible decline in 50 years.</p><p><img src=\"https://static.tigerbbs.com/584250eb939f26817eb0a753ba12e1d8\" tg-width=\"905\" tg-height=\"585\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The good news is that after last year's Fed rate hike at its most aggressive pace since the 1980s, the current rate hike has gradually dropped back to 25 basis points from the previous 75 basis points.</p><p>But the bad news is that as of February this year, the Fed has accumulated 450 basis points of rate hike, but<b>Has not been effective in curbing inflation</b>。 The \"shelling\" of a series of strong data in February may mean that the Fed's efforts to fight inflation have failed.</p><p>Although<b>CPI annual rate</b>It has dropped to 5.5%, well below last year's peak of 9%, but it is still well above the Fed's target and even shows stickiness.</p><p><img src=\"https://static.tigerbbs.com/9465bba9a8a24e8ebd69a58fa120d1f0\" tg-width=\"830\" tg-height=\"615\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Job market</b>It also showed surprising resilience, so much so that even Robert Reich, the former US secretary of labor, said disappointedly: \"<b>The Federal Reserve is Dead</b>。”</p><p><img src=\"https://static.tigerbbs.com/1e46ae8f7fa66d98726d85a7df19482e\" tg-width=\"830\" tg-height=\"561\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Of course, the Fed can't be all to blame for this either, as part of the reason for inflation is geopolitical conflicts, the pandemic, and problems with the supply of commodities and components.</p><p>But even if we only look at the situation in the United States,<b>The Fed's rate hike won't actually help slow price rises, and may even have the opposite effect</b>。</p><p>It's very simple,<u>If you were the boss of a large company, would you take the initiative to cut prices on goods and put up with reduced profits before the Fed rate hike caused a recession? Obviously, any normal boss would not do this. On the contrary, they would try to keep the price high for as long as possible.</u></p><p>Only when high interest rates start to hurt consumers so much that they can't afford high-priced goods will businesses be forced to cut prices. In other words, relying on the Federal Reserve's rate hike alone to curb inflation is probably not quite feasible.</p><p>Wars without smoke are played out frequently</p><p>Of course, whether rate hike can curb inflation or not,<b>The market \"bleeding\" won't stop as long as the Fed is in rate hike</b>。</p><p>There's a famous saying in the investment community: \"Don't go against the Fed.\"</p><p>But it turns out that for most of the past year, traders and investors have ignored this phrase, losing frequently in confrontations with the Fed.</p><p>This phenomenon was evident when the Federal Reserve just started its rate hike,<b>It was when inflation continued to soar and the Fed's pivot to its most hawkish policy stance in decades surprised investors, triggering a market crash</b>Investor losses also mainly occurred in the first few months of the Fed's rate hike cycle, specifically before mid-May last year.</p><p>Even as investors began to accept expectations by mid-May last year that the Fed would bring its rate hike to around 5%,<b>Investors still don't believe the Fed will be as tough as they say it will be.</b></p><p>And then they started betting that the Fed would eventually be forced to abandon its pledge to \"keep interest rates high for the long term\" and would start cutting rates this year and trade accordingly. So in mid-May last year, the S&P 500 began to rebound.</p><p>Does the story sound familiar?</p><p>That's right,<b>At the beginning of the year, the market staged this scenario again</b>: Although Powell and other Fed officials have repeatedly emphasized the higher terminal interest rate and the need to keep interest rates high, investors still believe that the Fed is bluffing, and they can't wait to bet that the Fed will announce interest rate cuts in the second half of this year.</p><p>As a result, we all know that the data in February directly \"beat the heads\" of these overly optimistic investors.</p><p>Serious communication problems?</p><p>Some analysts believe that the reason why the market keeps opposing the Fed is,<b>It could be because the Fed has credibility or communication problems, or both</b>。</p><p>In fact,<b>In most cases, investors don't listen to what Powell said, but only listen to what they want to hear, so Powell often hawks, and the market still rises; Or the situation where Powell releases pigeons and the market falls.</b></p><p><img src=\"https://static.tigerbbs.com/7074d9c4bc3a939b7c95dc4e55caaef7\" tg-width=\"831\" tg-height=\"604\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>For example, on November 30th last year, February 1st and February 7th this year, Powell made three speeches to release pigeons. Logically speaking, this should be said to be a big positive for the stock market. However, after his dovish speech, the market fell instead.</p><p>Take the Feb. 7 speech, when Powell claimed:</p><p>\"We think we will need further rate hike. The labor market is exceptionally strong. If the employment situation remains hot, it is likely that we will have to do more... Last Friday's stronger-than-expected non-farm payrolls report indicates that (inflation-fighting) this is going to be a long process.\" While he also said:</p><p>\"The anti-inflation process has begun, and the Federal Reserve expects that the current rate hike will be appropriate, but it still has not reached a sufficiently restrictive level.\" Regarding this speech, Stephen Innes, an analyst at SPI Asset Management, analyzed that,<b>Powell hasn't gone to great lengths to weigh down markets with hawkish rhetoric</b>。 Powell's remarks further confirmed that the Fed is open to broader brokerage data and policy outcomes as tightening moves into a late-cycle adjustment phase. That is, they will cut rates if and only if the data gives them absolute confidence that the fight against inflation has won and that a more positive growth outlook does not pose the risk of inflation accelerating again.</p><p>However, Innes says:</p><p>\"One thing to know, no matter how optimistic the market is, is that in an environment where the dollar is strong, interest rates are rising, and the financial environment is tightening, any soft landing cannot be without pain.\" It follows that Powell's pigeon-in-the-eagle speech failed to boost market sentiment,<b>What markets heard was that the Fed would keep tightening and that a soft landing would be hard to avoid, so they started selling stocks</b>。</p><p>Powell Ignorance?!</p><p>So does that mean that paying attention to and trading the speeches of Powell and other Fed officials will ensure nothing is foolproof?</p><p>I'm afraid it's not that simple.</p><p>According to Brent Donnelly, president of analytics firm Spectra Markets:</p><p>\"Powell doesn't know more about the economic outlook than you do, so I've been stressing that the market should trade in economic data, not Powell's speech.\" Donnelly's remark is not unreasonable.</p><p>In the past two years, Powell has been \"slapped in the face\" by the market many times, the most typical example of which is his \"<b>Inflation temporary theory</b>”。</p><p>Back in February 2021, Powell said that a one-off price increase wouldn't necessarily drive up inflation, and the result?</p><p>In May 2021, CPI soared to 5% annually from 1.7% in February, when Powell still insisted: \"<b>High inflation is only temporary</b>。”</p><p>In August of that year, CPI rose to 5.3% annually, and Powell vowed: \"<b>Inflationary pressures will ease in the first half of next year</b>。”</p><p>In November of that year, the annual CPI rate rose to 6.8%, and Powell continued to talk hard: \"<b>Inflation is well above target, but we are very well positioned for interest rates, inflation and a strong economy</b>。”</p><p>By February 2022, the annual CPI rate was on a rocket, rising to 7.9%, and Powell finally let go: \"<b>Inflation is expected to move higher this year, but lower than last year's</b>。”</p><p>In the following year, the Federal Reserve finally started a rate hike to curb inflation, but it was still criticized by the market because it started the rate hike cycle too late and inflation became increasingly stubborn.</p><p>This example is a good illustration that Fed officials, led by Powell, know no more than the rest of the market.</p><p>At the beginning of February this year, after the Federal Reserve reduced the rate hike from the last 50 basis points to 25 basis points, the non-agricultural and CPI data greatly exceeded expectations, once again hitting Powell's face, who had previously indicated that the anti-inflation process had started.</p><p>In addition, Nick Timiraos, who is known as the \"Fed's megaphone\", said before the Fed's rate hike in February,<b>Fed officials, like ordinary investors, are unsure about the lag in rate hike.</b></p><p>Some Fed officials say interest rate movements affect the economy more quickly because the Fed communicates its policy intentions more clearly than in the past. The Fed 30 years ago didn't communicate to the public in advance whether it would make any interest rate adjustments at meetings. Fed Governor Waller believes:</p><p>\"The markets at the time had to take the time to figure out that the Fed was taking action. In this case, it took a while for policy to affect the economy; by contrast, today's Fed provided guidance for its future actions, which shortened the lag. I think a lot of the effects of monetary policy will be more visible in the next quarter.\" But it was also argued that this ignored important changes that extended the lag. Even if Fed officials shortened the time between changing interest rates and affecting financial conditions, they did not shorten the time for financial markets to affect economic activity.</p><p>In short, at present, no one, including the Federal Reserve, can say clearly how long the impact of rate hike on the economy will lag, which is actually an important manifestation of \"Powell's (or the Federal Reserve's) ignorance\".</p><p>So, for investors,<b>\"Don't go against the Fed\" may be an investment motto, but \"Don't be too superstitious about the Fed\" is probably just as important.</b></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=107678&type=news&data_type=0\">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/6500520b6c72e4650ea6c53cb7c59999","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SDS":"两倍做空标普500 ETF-ProShares","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯","UDOW":"三倍做多道指30ETF-ProShares","OEF":"标普100指数ETF-iShares","QQQ":"纳指100ETF","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares",".SPX":"S&P 500 Index",".IXIC":"NASDAQ 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Reich都失望地表示：“美联储已死。”当然，这也不能全怪美联储，因为造成通胀的部分原因是地缘冲突、疫情以及大宗商品和零部件的供应问题。不过，就算只看美国国内的情况，美联储加息其实也无助于减缓物价上涨，甚至可能会产生相反的结果。很简单，假如你是一家大公司的老板，你会在美联储加息导致经济衰退之前主动给商品降价，并忍受利润减少吗？很显然，任何一个正常的老板，都不会这么做，相反，他们会尽可能地将价格长时间维持在高位。只有当高利率开始损害到消费者的利益，以至于他们买不起高价商品时，企业才会被迫降价。换句话说，仅靠美联储加息来抑制通胀，恐怕不太行得通。没有硝烟的战争频频上演当然了，不管加息能否抑制通胀，只要美联储还在加息，市场“流血”就不会停止。投资界有一句名言：“别和美联储作对。”但是事实证明，在过去1年的大部分时间里，交易员和投资者都忽略了这句话，以至于在跟美联储的对抗中频频落败。这一现象在美联储刚刚开启加息时表现得十分明显，当时通胀持续飙升，而美联储转向几十年来最为鹰派的政策立场令投资者感到意外，从而引发市场崩盘，投资者的损失也主要出现在美联储加息周期最初的几个月里，具体来说是去年5月中旬以前。即使到去年5月中旬，投资者开始接受美联储将加息到5%左右的预期，但是投资者仍不相信美联储会像他们所说的那样强硬。当时他们就开始押注，美联储最终将被迫放弃其“将利率长期维持在高位”的承诺，并将于今年开始降息，并据此进行交易。因此，去年5月中旬，标普500指数开始出现反弹。这个故事听起来是不是很熟悉？没错，今年年初，市场再次上演这一场景：尽管鲍威尔和其他美联储官员都在反复强调更高的终端利率及其将利率维持在高位的必要性，但是投资者仍认为美联储是在虚张声势，他们开始迫不及待地押注美联储将于今年下半年宣布降息。结果我们都清楚，2月份的数据直接将这些过分乐观的投资者“打爆头”。严重的沟通问题？有分析师认为，市场之所以不停地反对美联储，可能是因为美联储存在信誉或者沟通问题，或者二者皆有。事实上，在大多数情况下，投资者都不听鲍威尔说了什么，而是只听他们自己想听的，所以才会经常出现鲍威尔放鹰，市场还是上涨了；或者鲍威尔放鸽，市场却下跌的情况。例如在去年11月30日、今年2月1日和2月7日，鲍威尔三次讲话放鸽，按道理来说，这对股市来说应该说是个大利好，然而在其发表鸽派讲话之后，市场反而下跌了。以2月7日的讲话为例，当时鲍威尔声称：“我们认为我们将需要进一步加息。劳动力市场异常强劲。如果就业形势仍然很热，很可能我们必须做更多的事情......上周五的非农就业报告强于预期，表明（抗通胀）这将是一个漫长的过程。”同时他还表示：“反通胀的进程已经开始，美联储预计目前的加息将是适当的，但仍未达到足够限制性的水平。”对于这一讲话，SPI资管公司分析师Stephen Innes分析称，鲍威尔并没有不遗余力地用鹰派言论来打压市场。鲍威尔的讲话更证实了一点，即随着紧缩政策进入周期后期的调整阶段，美联储对更广泛的经纪数据和政策结果持开放态度。也就是说，当且仅当数据让他们有绝对信心，相信抗击通胀的努力已经取得了胜利，更积极的增长前景不会带来通胀再次加速的风险时，他们才会降息。不过，Innes表示：“无论市场如何乐观，要知道的一点是，在美元走强、利率上升，金融环境收紧的环境中，任何软着陆都不可能没有痛苦。”由此可见，鲍威尔鹰中有鸽的讲话并未能提振市场情绪，市场听到的是美联储将持续收紧，经济软着陆将难以避免，因此开始抛售股票。鲍威尔无知？！那么，这是否意味着，关注并交易鲍威尔及其他美联储官员的讲话，就能确保万无一失呢？事情恐怕也没有这么简单。分析公司Spectra Markets的总裁布伦特·唐纳利（Brent Donnelly）认为：“对于经济前景，鲍威尔知道的并不比你多，因此我一直在强调，市场应该交易的是经济数据，而非鲍威尔讲话。”唐纳利此话不无道理。过去2年，鲍威尔多次被市场“打脸”，其中最典型的例子就是他的“通胀暂时论”。早在2021年2月，鲍威尔就表示，一次性的物价上涨不一定会推升通胀，结果呢？2021年5月，CPI年率就从2月份的1.7%飙升至5%，彼时鲍威尔仍坚持称：“高通胀只是暂时的。”当年8月，CPI年率升至5.3%，鲍威尔又信誓旦旦表示：“通胀压力明年上半年就会缓解。”当年11月，CPI年率涨至6.8%，鲍威尔继续嘴硬：“通胀远高于目标，但是我们在利率、通胀和强劲经济方面处于非常有利的地位。”到2022年2月，CPI年率坐上火箭，涨至7.9%，鲍威尔终于松口：“预计今年通胀将走高，但低于去年的通胀。”在此后的一年里，美联储终于开始加息以抑制通胀，但是仍遭到市场的抨击，因为太晚开启加息周期，通胀越来越顽固。这个例子就很好地说明，以鲍威尔为首的美联储官员，知道的并不比市场其他人多。今年2月初，美联储将加息幅度从上一次的50个基点降至25个基点后，非农、CPI数据又大超预期，再次打了此前表明反通胀进程已经开启的鲍威尔的脸。另外，有着“美联储传声筒”之称的Nick Timiraos在美联储2月份加息之前曾表示，美联储官员跟普通投资者一样，对于加息的滞后性并不确定。一些美联储官员称，利率变动对经济的影响更快，因为美联储比过去更明确地传达了自己的政策意图。30年前的美联储并不会提前向公众传达其是否将在会议上做出任何利率调整。美联储理事沃勒认为：“当时的市场必须花时间弄清楚美联储正在采取行动。在这种情况下，政策需要一段时间才能影响经济；相比之下，今天的美联储为其未来的行动提供了指导，这缩短了滞后时间。我认为，下个季度货币政策的很多影响将进一步显现。”但也有人认为，这忽略了延长滞后的重要变化。即使美联储官员缩短了改变利率和影响金融状况之间的时间，他们也没有缩短金融市场影响经济活动的时间。总之，目前包括美联储在内，没人能说清楚加息对经济的影响会滞后多久，这其实也是“鲍威尔（或美联储）无知”的一个重要体现。因此，对于投资者来说，“别跟美联储作对”或许是一则投资箴言，但是“别太迷信美联储”恐怕也同样重要。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"UPRO":0.6,"IVV":0.6,"SPXU":0.6,"UDOW":0.6,"QLD":0.6,"ESmain":0.6,"PSQ":0.6,".SPX":0.6,"OEX":0.6,"DJX":0.6,"DDM":0.6,".IXIC":1,"SPY":1,"DXD":0.6,"SSO":0.6,"SQQQ":0.6,"MNQmain":0.6,"SDOW":0.6,"DOG":0.6,"NQmain":0.6,"SDS":0.6,"SH":0.6,"TQQQ":0.6,"OEF":0.6,"QQQ":0.6,".DJI":1,"QID":0.6}},"isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940985056,"gmtCreate":1677648769275,"gmtModify":1677648773421,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"💪","listText":"💪","text":"💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940985056","repostId":"1158728432","repostType":4,"repost":{"id":"1158728432","kind":"news","pubTimestamp":1677642843,"share":"https://ttm.financial/m/news/1158728432?lang=en_US&edition=fundamental","pubTime":"2023-03-01 11:54","market":"us","language":"zh","title":"A tragic February: U.S. stocks and bonds fall, leaving investors nowhere to hide","url":"https://stock-news.laohu8.com/highlight/detail?id=1158728432","media":"华尔街见闻","summary":"1月投资者押注通胀降温和降息的做法很可能大错特错。","content":"<p><html><head></head><body>Author: Bu Shuqing</p><p>The double killing of U.S. stocks and bonds in February suggests that investors' bets on cooling inflation and cutting interest rates in January are likely to be very wrong.</p><p>In the past month, almost all assets, from the stock market to fixed-income products and commodities, have fallen. Among them, the S&P 500 index and U.S. bonds have fallen by about 2.5% respectively, investment-grade bonds have fallen by 3.2%, and commodities have fallen by 5%. As of Monday, the price of high-yield bonds has fallen by 1.4%, which is regarded as the best performance among major assets.</p><p>Investors who can't find a safe haven are left to face the storm head-on.</p><p>In stark contrast to a bleak February is a lively January. At the time, the story of \"soft landing\" dominated the entire market, driving investors to buy risky assets on a frenzy, driving up the prices of technology stocks, Bitcoin and other assets. However, the unusually hot non-farm and CPI data in January poured cold water on traders betting that the Federal Reserve was about to end its tightening policy.</p><p><img src=\"https://static.tigerbbs.com/7e4db5f26e931e7ea0b8636cd65e8c42\" tg-width=\"640\" tg-height=\"506\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Investors are increasingly convinced<b>The prospect of \"no landing\" in the U.S. economy may make the central bank remain tough in the coming months, and it is naturally the best choice to stay safe.</b></p><p>Major assets wiped out in February</p><p>On Tuesday, derivatives markets expected the Fed's interest rate to peak at 5.4% this year, well above the 5% level a month ago. At the same time, investors no longer regard the Fed's interest rate cut this year as a \"done deal\".</p><p>U.S. two-year Treasury Bond yields soared to their highest level since 2007 amid a shift in investor policy expectations,<b>The inversion of the yield on the 2/10-year U.S. Treasury, a key measure of the likelihood of a recession, has widened to its worst level in 40 years.</b></p><p><img src=\"https://static.tigerbbs.com/ec22c2332726f52aa5c16d907c489592\" tg-width=\"553\" tg-height=\"328\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The battle for stocks was equally bitter, with the S&P 500 losing three weeks in a row, erasing nearly half of January's gains in February.</p><p><img src=\"https://static.tigerbbs.com/c477b560bac1c0497e47234b4ea7dd25\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Even commodities, often touted as a hedge against inflation, cannot escape rate hike. Brent crude has fallen for eight of the past nine months, while gold has suffered its worst performance since June 2021.</p><p><img src=\"https://static.tigerbbs.com/fefc010c7b083c9f75f6780208c0c912\" tg-width=\"554\" tg-height=\"371\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/6b83dc73b101e41bdb1ebe48783c6d9b\" tg-width=\"554\" tg-height=\"371\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>How does the market go in March?</p><p>For February's full-blown rout, however, analysts don't think it's all bad, citing<b>Investors Expect a Re-Turn in the Right Direction</b>。</p><p>Zachary Hill, head of portfolio management at investment firm Horizon Investments, said: \"The market in February appears to have been driven largely by the movement of short-term interest rate expectations in the US.\"\"Better growth prospects are not a good reason for [investors] to flee, but given how we started the year – with optimism about the Fed's shift in gravity and a low-quality rally that challenged defensive positions – we think the pullback that has occurred this month seems healthy to us.\"</p><p>\"What was given in January is being taken away in February,\" Victoria Greene, founding partner and chief investment officer of G Squared Private Wealth, a Private Wealth firm, wrote in a note. \"<b>Earnings season is coming to a close, so we're going to be driven more by economic data in the coming weeks. \"</b></p><p>It is worth mentioning that while investors bet on the Fed's hawkish stance,<b>European investors across the Atlantic also have a hunch for the ECB chill</b>。 On Tuesday, French and Spanish inflation rose more than expected in February, convincing markets that the European Central Bank's road to rate hike is far from over, with traders raising expectations for peak interest rates to a high of 4% for the first time.</p><p>This also means that in the coming period, the tough stance of European and American central banks may once again cause a critical blow to the financial market.</p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA tragic February: U.S. stocks and bonds fall, leaving investors nowhere to hide\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\">2023-03-01 11:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Bu Shuqing</p><p>The double killing of U.S. stocks and bonds in February suggests that investors' bets on cooling inflation and cutting interest rates in January are likely to be very wrong.</p><p>In the past month, almost all assets, from the stock market to fixed-income products and commodities, have fallen. Among them, the S&P 500 index and U.S. bonds have fallen by about 2.5% respectively, investment-grade bonds have fallen by 3.2%, and commodities have fallen by 5%. As of Monday, the price of high-yield bonds has fallen by 1.4%, which is regarded as the best performance among major assets.</p><p>Investors who can't find a safe haven are left to face the storm head-on.</p><p>In stark contrast to a bleak February is a lively January. At the time, the story of \"soft landing\" dominated the entire market, driving investors to buy risky assets on a frenzy, driving up the prices of technology stocks, Bitcoin and other assets. However, the unusually hot non-farm and CPI data in January poured cold water on traders betting that the Federal Reserve was about to end its tightening policy.</p><p><img src=\"https://static.tigerbbs.com/7e4db5f26e931e7ea0b8636cd65e8c42\" tg-width=\"640\" tg-height=\"506\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Investors are increasingly convinced<b>The prospect of \"no landing\" in the U.S. economy may make the central bank remain tough in the coming months, and it is naturally the best choice to stay safe.</b></p><p>Major assets wiped out in February</p><p>On Tuesday, derivatives markets expected the Fed's interest rate to peak at 5.4% this year, well above the 5% level a month ago. At the same time, investors no longer regard the Fed's interest rate cut this year as a \"done deal\".</p><p>U.S. two-year Treasury Bond yields soared to their highest level since 2007 amid a shift in investor policy expectations,<b>The inversion of the yield on the 2/10-year U.S. Treasury, a key measure of the likelihood of a recession, has widened to its worst level in 40 years.</b></p><p><img src=\"https://static.tigerbbs.com/ec22c2332726f52aa5c16d907c489592\" tg-width=\"553\" tg-height=\"328\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The battle for stocks was equally bitter, with the S&P 500 losing three weeks in a row, erasing nearly half of January's gains in February.</p><p><img src=\"https://static.tigerbbs.com/c477b560bac1c0497e47234b4ea7dd25\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Even commodities, often touted as a hedge against inflation, cannot escape rate hike. Brent crude has fallen for eight of the past nine months, while gold has suffered its worst performance since June 2021.</p><p><img src=\"https://static.tigerbbs.com/fefc010c7b083c9f75f6780208c0c912\" tg-width=\"554\" tg-height=\"371\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/6b83dc73b101e41bdb1ebe48783c6d9b\" tg-width=\"554\" tg-height=\"371\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>How does the market go in March?</p><p>For February's full-blown rout, however, analysts don't think it's all bad, citing<b>Investors Expect a Re-Turn in the Right Direction</b>。</p><p>Zachary Hill, head of portfolio management at investment firm Horizon Investments, said: \"The market in February appears to have been driven largely by the movement of short-term interest rate expectations in the US.\"\"Better growth prospects are not a good reason for [investors] to flee, but given how we started the year – with optimism about the Fed's shift in gravity and a low-quality rally that challenged defensive positions – we think the pullback that has occurred this month seems healthy to us.\"</p><p>\"What was given in January is being taken away in February,\" Victoria Greene, founding partner and chief investment officer of G Squared Private Wealth, a Private Wealth firm, wrote in a note. \"<b>Earnings season is coming to a close, so we're going to be driven more by economic data in the coming weeks. \"</b></p><p>It is worth mentioning that while investors bet on the Fed's hawkish stance,<b>European investors across the Atlantic also have a hunch for the ECB chill</b>。 On Tuesday, French and Spanish inflation rose more than expected in February, convincing markets that the European Central Bank's road to rate hike is far from over, with traders raising expectations for peak interest rates to a high of 4% for the first time.</p><p>This also means that in the coming period, the tough stance of European and American central banks may once again cause a critical blow to the financial market.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3683026\">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/e8de43451c68f57a0fdb81f66644722a","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3683026","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1158728432","content_text":"作者：卜淑情2月美国股债双杀表明，1月投资者押注通胀降温和降息的做法很可能大错特错。在过去的一个月，从股市到固收产品和大宗商品，几乎所有资产都出现下跌，其中，标普500指数和美债分别累跌约2.5%，投资级债券下跌3.2%，大宗商品下跌了5%，而截至周一，高收益债券价格下跌了1.4%，算是主要资产中表现最好的。找不到避风港的投资者只能直面暴风雨的袭击。与惨淡的2月形成鲜明对比的是热闹的1月。当时，“软着陆”的故事主宰整个市场，驱使投资者疯狂购买高风险资产，抬高了科技股、比特币等各种资产的价格。然而，1月非农和CPI数据异常火爆，给押注美联储即将结束紧缩政策的交易员结结实实泼了一盆冷水。投资者越发相信，美国经济“不着陆”的前景可能会使央行未来几个月仍保持强硬立场，落袋为安自然而然成为最好的选择。2月主要资产全军覆没周二衍生品市场预计今年美联储利率峰值将达到5.4%，远高于一个月前5%的水平，与此同时，投资者不再把美联储今年降息视为“板上钉钉”。在投资者政策预期的转变下，美国两年期国债收益率飙升至2007年以来的最高水平，衡量经济衰退可能性的关键指标2/10年期美债收益率倒挂程度扩大至40年来最严重的程度。股市的战况同样惨烈，标普500指数连续三周下跌，2月份几乎抹去了1月一半的涨幅。即便是常被吹捧为对冲通胀的大宗商品，也无法逃脱加息的影响。布伦特原油在过去的9个月中有8个月在跌，而金价则遭遇了自2021年6月以来最糟糕的表现。3月行情怎么走？不过，对于2月的全面溃败，分析师认为这未必全是坏处，理由是投资者预期重新转向正确的方向。投资公司Horizon Investments投资组合管理主管Zachary Hill表示: “2月份的行情似乎主要受到美国短期利率预期走势的推动。”“更好的增长前景不是（投资者）逃离的好理由，但考虑到我们今年年初的情况——人们对美联储的重心转向持乐观态度，以及对防御性头寸构成挑战的低质量反弹——我们认为，本月出现的回调对我们来说似乎是健康的。”私人财富公司G Squared Private Wealth创始合伙人兼首席投资官Victoria Greene在一份报告中写道: “1月份给予的东西，2月份正在被夺走。”“财报季节即将结束，因此未来几周我们将更多地受到经济数据的推动。”值得一提的是，在投资者押注美联储鹰派立场的同时，大西洋彼岸的欧洲投资者也预感到了欧洲央行的寒意。周二，法国和西班牙2月通胀超预期上行，使市场相信，欧洲央行的加息路远未结束，交易员首次将利率峰值预期上调至4%的高位。这也意味着，在未来一段时间内，欧美央行的强硬立场或再次给金融市场造成暴击。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940982737,"gmtCreate":1677648760430,"gmtModify":1677648763779,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940982737","repostId":"2316659143","repostType":4,"repost":{"id":"2316659143","kind":"highlight","pubTimestamp":1677643877,"share":"https://ttm.financial/m/news/2316659143?lang=en_US&edition=fundamental","pubTime":"2023-03-01 12:11","market":"us","language":"zh","title":"Expectations of interest rate cuts have cooled sharply, and stocks still have a 'sword of Damocles' hanging over their heads","url":"https://stock-news.laohu8.com/highlight/detail?id=2316659143","media":"智通财经网","summary":"多数债券市场交易员如今不再坚信美联储今年年末将开启降息周期，交易员们对于年前降息已经变得不再像今年早些时候那样笃定，在其中一些人看来，甚至现在还没有到做出降息判断的时机。就在1月中旬，多数交易员押注美","content":"<p><html><head></head><body>Most bond market traders are no longer convinced that the Federal Reserve will start a rate cut cycle by the end of this year. Traders have become less certain about the rate cut a year ago than they were earlier this year. In the eyes of some of them, it is not even time to make a judgment about interest rate cuts. As recently as mid-January, most traders were betting that the Fed's eight rate hike in the past year, especially the aggressive rate hike cycle, had sown the seeds of economic recession, which would require the Fed to reverse the direction of monetary policy before the year.</p><p><img src=\"https://static.tigerbbs.com/6ff4adce6ea9cfb7b3a7e302627ee509\" tg-width=\"1204\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/></p><p>Since early February, however, under the weight of persistently strong nonfarm payrolls data and inflation data that has tricked the Fed, traders have begun to shift their bets, and they have been betting that the Fed's policy rate will be higher than previously optimistic expectations and stay there for the long term. In particular, the signs of high inflation have constantly raised the market's expectation of the magnitude of the Fed's rate hike, and the fear that the Fed will keep the interest rate Higher for longer has rapidly heated up. The yields of U.S. bonds of all maturities have \"heard the wind\", among which the yield of 10-year U.S. bonds has risen by 4% again in less than half a year.</p><p><b>Expectations of interest rate cuts have cooled down sharply! 'SOFR' Hints Markets Are No Longer Convinced Fed Cuts Year Ago</b></p><p>This trend is particularly obvious in the implied interest rate of futures contracts linked to the overnight guaranteed financing rate (the short-term benchmark interest rate affected by the policy interest rate) referred to as \"SOFR\" for short. During the January period, the interest rate on the December 2023 SOFR contract was approximately 64 basis points lower than the highest expected interest rate in June of that year. This suggests that the Fed is likely to cut interest rates twice, or even three times at the standard rate of 25 basis points.</p><p>Fast forward to this Tuesday, and we'll find,<b>The volatile December contract rate is only about 12 basis points below the peak rate and has a tendency to narrow further,</b>In the July-September window, it has even risen to around 5.42%, which is basically in line with Wall Street analysts' expectations for the peak of interest rates-that is, interest rates are expected to peak in July-September.<b>The wild volatility of the December contract interest rate suggests that the market is no longer sure that the Fed will cut its benchmark interest rate before the year.</b></p><p><img src=\"https://static.tigerbbs.com/25d249d31c8227cddb5c0f89b26c60c2\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p><b>Traders' expectations for Fed rate cuts have cooled sharply — June 23/December 23 SOFR futures spreads have widened sharply since January</b></p><p>In February, a series of explosive data, including non-farm payroll data and retail sales, sharply increased the pressure on the Fed's rate hike, and it may be difficult to feel the policy expectations and related remarks that are biased towards \"doves\" for a period of time.<b><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>, Bank of America and other well-known Wall Street<a href=\"https://laohu8.com/S/FISI\">Financial institutions</a>In the short term, the Fed's peak interest rate forecast in the current rate hike cycle was quickly raised to 5.25%-5.5%, which was higher than the optimistic expectation of around 5% expected by Wall Street before a series of hot economic data was released.</b></p><p><a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Recently released a report saying that the latest inflation data shows that the Federal Reserve will need to further tighten monetary policy. The agency currently raises the Fed's peak interest rate forecast to 5.6% from the previous forecast of 5.1%, and expects the Fed to rate hike 25 basis points in June and July respectively.</p><p>In terms of predicting when the Federal Reserve will start the interest rate cut cycle, Bank of America believes that the Federal Reserve will cut interest rates for the first time after the rate hike cycle in March 2024;<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>In the latest report, the Fed is expected to make its first rate cut in March 2024, after the agency's previous forecast was for December 2023.</p><p>CME's \"Fed Watch Tool\" shows that most interest rate futures traders are betting that the Fed will rate hike to the range of 5.25%-5.5% in this rate hike cycle, far higher than the range of 4.75%-5.0% expected before the release of non-farm data.<b>More importantly, the expectation of a year-ago interest rate cut has cooled sharply, and most traders are no longer betting on a year-ago interest rate cut. You know, for most of the year, even most interest rate futures traders are betting that the Fed will cut interest rates twice before the end of the year.</b></p><p><img src=\"https://static.tigerbbs.com/55db3bc017da56f1a1ddf147cc1e6a03\" tg-width=\"733\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/></p><p><b>rate hike is expected to heat up sharply, and the \"anchor of global asset pricing\" dances when it hears the wind</b></p><p>In the near term, global bond and stock markets have begun to digest expectations of a 25 basis point rate hike in June, following the expected rate hike in March and May. Wall Street economists have been revising their forecasts for the magnitude of the rate hike in June, with most insisting that June will continue to rate hike 25 basis points. However, some people still expect that the Fed may choose not to carry out a rate hike in June as inflation expectations cool.</p><p><b>In the wake of a series of incredibly strong economic data, particularly the hot inflation data, the bond market is rapidly shifting its view that interest rates will remain elevated for longer.</b>After almost an entire year of rate hike, the U.S. economy has proven to be stronger than economists expected. The correction of expectations in rate hike sent the 6-month U.S. Treasury Bond yield climbing to 5.14%, just slightly below its highest level since March 12, 2007.</p><p><img src=\"https://static.tigerbbs.com/a291f4b23afda2405f74eba07708f804\" tg-width=\"1309\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p>The yield of 10-year U.S. bonds, known as the \"anchor of global asset pricing\", has recently risen by 4%. The main logic lies in the fact that after the non-farm payroll data, retail sales data, CPI and PCE data, which are higher than market expectations, the market's expectations for the Fed's rate hike have heated up sharply. In addition, the frequent hawkish speeches of Fed officials have recently put pressure on the U.S. Treasury Bond (the yield change is opposite to the price trend). The yield of 2-year U.S. bonds, which is sensitive to monetary policy, rose above 4.85%, the highest since the end of October last year, very close to the high level in July 2007.</p><p><img src=\"https://static.tigerbbs.com/906b9547592e54ae0d0c69c94261f9e8\" tg-width=\"1619\" tg-height=\"759\" referrerpolicy=\"no-referrer\"/></p><p>As the most important reference target of risk-free interest rate in the financial market, the 10-year US bond yield is the reference benchmark of many financial instruments around the world, such as the benchmark yield of global corporate bonds and Treasury Bond, and the US mortgage interest rate. Therefore, the bond markets of other countries are also affected by the trend of U.S. bond yields, which are being pushed up as the market expects that the Federal Reserve will continue to tighten monetary policy aggressively.</p><p>From a theoretical point of view, the 10-year U.S. bond yield is equivalent to an important valuation model in the stock market-<b>For the r index at the denominator end of DCF valuation model, analysts generally set the r value based on the yield of 10-year U.S. bonds. When other indicators do not change significantly, the higher the denominator level, the lower the valuation of equity assets such as stocks.</b>Therefore, the rise in the yield of 10-year U.S. Treasury bonds exacerbated the U.S. stock correction in February to some extent. The S&P 500 index fell 2.61% cumulatively in February, shrinking its year-to-date gains to 3.4%.</p><p><b>At present, the \"anchor of global asset pricing\" is still the \"sword of Damocles\" hanging over the global stock market. As the global market enters March, the valuation deterrence brought by the \"anchor of global asset pricing\" continues to maintain near the historical high, and investors' worries about high inflation will probably continue to aggravate the pressure faced by the global stock market rebound.</b></p><p><a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a>Daniel Tenengauzer, head of market strategy, said a \"global asset pricing anchor\" closer to 4% would weigh on stocks. \"Yields near or above 4% mean markets are pricing what Fed Chair Powell describes as' Higher for</p><p>longer'. Given higher-than-expected inflation and longer tightening, it is difficult for U.S. bond yields to fall back to the low range in the medium to long term, which is having a negative impact. \"</p><p><a href=\"https://laohu8.com/S/0H7D.UK\">Deutsche Bank</a>Christian Nolting, global chief investment officer of the private banking division of the United States, said any recession in the United States is likely to be short-lived, and he doesn't expect the Fed to cut interest rates this year because inflation remains high. He expects<b>The 10-year U.S. Treasury Bond yield, the benchmark for global borrowing costs, is likely to rise to 4.20% by the end of the year as the Federal Reserve continues to fight inflation.</b>Praveen, chief interest rate strategist at Goldman Sachs</p><p>Korapaty projected in December last year,<b>The 10-year Treasury yield will jump to 4.5% in the second quarter of 2023 before falling to 4.4% in the third quarter and is expected to finish 2023 at 4.3%.</b></p><p></body></html></p>","source":"highlight_zhitongcaijin","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>Expectations of interest rate cuts have cooled sharply, and stocks still have a 'sword of Damocles' hanging over their heads</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\">\nExpectations of interest rate cuts have cooled sharply, and stocks still have a 'sword of Damocles' hanging over their heads\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\">2023-03-01 12:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Most bond market traders are no longer convinced that the Federal Reserve will start a rate cut cycle by the end of this year. Traders have become less certain about the rate cut a year ago than they were earlier this year. In the eyes of some of them, it is not even time to make a judgment about interest rate cuts. As recently as mid-January, most traders were betting that the Fed's eight rate hike in the past year, especially the aggressive rate hike cycle, had sown the seeds of economic recession, which would require the Fed to reverse the direction of monetary policy before the year.</p><p><img src=\"https://static.tigerbbs.com/6ff4adce6ea9cfb7b3a7e302627ee509\" tg-width=\"1204\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/></p><p>Since early February, however, under the weight of persistently strong nonfarm payrolls data and inflation data that has tricked the Fed, traders have begun to shift their bets, and they have been betting that the Fed's policy rate will be higher than previously optimistic expectations and stay there for the long term. In particular, the signs of high inflation have constantly raised the market's expectation of the magnitude of the Fed's rate hike, and the fear that the Fed will keep the interest rate Higher for longer has rapidly heated up. The yields of U.S. bonds of all maturities have \"heard the wind\", among which the yield of 10-year U.S. bonds has risen by 4% again in less than half a year.</p><p><b>Expectations of interest rate cuts have cooled down sharply! 'SOFR' Hints Markets Are No Longer Convinced Fed Cuts Year Ago</b></p><p>This trend is particularly obvious in the implied interest rate of futures contracts linked to the overnight guaranteed financing rate (the short-term benchmark interest rate affected by the policy interest rate) referred to as \"SOFR\" for short. During the January period, the interest rate on the December 2023 SOFR contract was approximately 64 basis points lower than the highest expected interest rate in June of that year. This suggests that the Fed is likely to cut interest rates twice, or even three times at the standard rate of 25 basis points.</p><p>Fast forward to this Tuesday, and we'll find,<b>The volatile December contract rate is only about 12 basis points below the peak rate and has a tendency to narrow further,</b>In the July-September window, it has even risen to around 5.42%, which is basically in line with Wall Street analysts' expectations for the peak of interest rates-that is, interest rates are expected to peak in July-September.<b>The wild volatility of the December contract interest rate suggests that the market is no longer sure that the Fed will cut its benchmark interest rate before the year.</b></p><p><img src=\"https://static.tigerbbs.com/25d249d31c8227cddb5c0f89b26c60c2\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p><b>Traders' expectations for Fed rate cuts have cooled sharply — June 23/December 23 SOFR futures spreads have widened sharply since January</b></p><p>In February, a series of explosive data, including non-farm payroll data and retail sales, sharply increased the pressure on the Fed's rate hike, and it may be difficult to feel the policy expectations and related remarks that are biased towards \"doves\" for a period of time.<b><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>, Bank of America and other well-known Wall Street<a href=\"https://laohu8.com/S/FISI\">Financial institutions</a>In the short term, the Fed's peak interest rate forecast in the current rate hike cycle was quickly raised to 5.25%-5.5%, which was higher than the optimistic expectation of around 5% expected by Wall Street before a series of hot economic data was released.</b></p><p><a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Recently released a report saying that the latest inflation data shows that the Federal Reserve will need to further tighten monetary policy. The agency currently raises the Fed's peak interest rate forecast to 5.6% from the previous forecast of 5.1%, and expects the Fed to rate hike 25 basis points in June and July respectively.</p><p>In terms of predicting when the Federal Reserve will start the interest rate cut cycle, Bank of America believes that the Federal Reserve will cut interest rates for the first time after the rate hike cycle in March 2024;<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>In the latest report, the Fed is expected to make its first rate cut in March 2024, after the agency's previous forecast was for December 2023.</p><p>CME's \"Fed Watch Tool\" shows that most interest rate futures traders are betting that the Fed will rate hike to the range of 5.25%-5.5% in this rate hike cycle, far higher than the range of 4.75%-5.0% expected before the release of non-farm data.<b>More importantly, the expectation of a year-ago interest rate cut has cooled sharply, and most traders are no longer betting on a year-ago interest rate cut. You know, for most of the year, even most interest rate futures traders are betting that the Fed will cut interest rates twice before the end of the year.</b></p><p><img src=\"https://static.tigerbbs.com/55db3bc017da56f1a1ddf147cc1e6a03\" tg-width=\"733\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/></p><p><b>rate hike is expected to heat up sharply, and the \"anchor of global asset pricing\" dances when it hears the wind</b></p><p>In the near term, global bond and stock markets have begun to digest expectations of a 25 basis point rate hike in June, following the expected rate hike in March and May. Wall Street economists have been revising their forecasts for the magnitude of the rate hike in June, with most insisting that June will continue to rate hike 25 basis points. However, some people still expect that the Fed may choose not to carry out a rate hike in June as inflation expectations cool.</p><p><b>In the wake of a series of incredibly strong economic data, particularly the hot inflation data, the bond market is rapidly shifting its view that interest rates will remain elevated for longer.</b>After almost an entire year of rate hike, the U.S. economy has proven to be stronger than economists expected. The correction of expectations in rate hike sent the 6-month U.S. Treasury Bond yield climbing to 5.14%, just slightly below its highest level since March 12, 2007.</p><p><img src=\"https://static.tigerbbs.com/a291f4b23afda2405f74eba07708f804\" tg-width=\"1309\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p>The yield of 10-year U.S. bonds, known as the \"anchor of global asset pricing\", has recently risen by 4%. The main logic lies in the fact that after the non-farm payroll data, retail sales data, CPI and PCE data, which are higher than market expectations, the market's expectations for the Fed's rate hike have heated up sharply. In addition, the frequent hawkish speeches of Fed officials have recently put pressure on the U.S. Treasury Bond (the yield change is opposite to the price trend). The yield of 2-year U.S. bonds, which is sensitive to monetary policy, rose above 4.85%, the highest since the end of October last year, very close to the high level in July 2007.</p><p><img src=\"https://static.tigerbbs.com/906b9547592e54ae0d0c69c94261f9e8\" tg-width=\"1619\" tg-height=\"759\" referrerpolicy=\"no-referrer\"/></p><p>As the most important reference target of risk-free interest rate in the financial market, the 10-year US bond yield is the reference benchmark of many financial instruments around the world, such as the benchmark yield of global corporate bonds and Treasury Bond, and the US mortgage interest rate. Therefore, the bond markets of other countries are also affected by the trend of U.S. bond yields, which are being pushed up as the market expects that the Federal Reserve will continue to tighten monetary policy aggressively.</p><p>From a theoretical point of view, the 10-year U.S. bond yield is equivalent to an important valuation model in the stock market-<b>For the r index at the denominator end of DCF valuation model, analysts generally set the r value based on the yield of 10-year U.S. bonds. When other indicators do not change significantly, the higher the denominator level, the lower the valuation of equity assets such as stocks.</b>Therefore, the rise in the yield of 10-year U.S. Treasury bonds exacerbated the U.S. stock correction in February to some extent. The S&P 500 index fell 2.61% cumulatively in February, shrinking its year-to-date gains to 3.4%.</p><p><b>At present, the \"anchor of global asset pricing\" is still the \"sword of Damocles\" hanging over the global stock market. As the global market enters March, the valuation deterrence brought by the \"anchor of global asset pricing\" continues to maintain near the historical high, and investors' worries about high inflation will probably continue to aggravate the pressure faced by the global stock market rebound.</b></p><p><a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a>Daniel Tenengauzer, head of market strategy, said a \"global asset pricing anchor\" closer to 4% would weigh on stocks. \"Yields near or above 4% mean markets are pricing what Fed Chair Powell describes as' Higher for</p><p>longer'. Given higher-than-expected inflation and longer tightening, it is difficult for U.S. bond yields to fall back to the low range in the medium to long term, which is having a negative impact. \"</p><p><a href=\"https://laohu8.com/S/0H7D.UK\">Deutsche Bank</a>Christian Nolting, global chief investment officer of the private banking division of the United States, said any recession in the United States is likely to be short-lived, and he doesn't expect the Fed to cut interest rates this year because inflation remains high. He expects<b>The 10-year U.S. Treasury Bond yield, the benchmark for global borrowing costs, is likely to rise to 4.20% by the end of the year as the Federal Reserve continues to fight inflation.</b>Praveen, chief interest rate strategist at Goldman Sachs</p><p>Korapaty projected in December last year,<b>The 10-year Treasury yield will jump to 4.5% in the second quarter of 2023 before falling to 4.4% in the third quarter and is expected to finish 2023 at 4.3%.</b></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/884922.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/2578fef036607345dce47cc401e172a3","relate_stocks":{".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓",".DJI":"道琼斯","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4559":"巴菲特持仓",".SPX":"S&P 500 Index","BK4588":"碎股","BK4585":"ETF&股票定投概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/884922.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2316659143","content_text":"多数债券市场交易员如今不再坚信美联储今年年末将开启降息周期，交易员们对于年前降息已经变得不再像今年早些时候那样笃定，在其中一些人看来，甚至现在还没有到做出降息判断的时机。就在1月中旬，多数交易员押注美联储过去一年的8次加息，尤其是激进加息周期已经播下了经济衰退的种子，而这将要求美联储在年前逆转货币政策方向。然而，自2月初期以来，在持续强劲的非农就业数据和让美联储感到棘手的通胀数据重压下，交易员开始转变押注方向，他们纷纷押注美联储政策利率将高于此前的乐观预期，并长期维持在这一水平。尤其是通胀居高不下的迹象使得市场对美联储加息幅度的预期不断上调，以及预期美联储将在更长时间内维持高利率(Higher for longer)的担忧情绪迅速升温，各期限的美债收益率“闻风上行”，其中10年期美债收益率时隔仅仅不到半年的时间重新上逼4%。降息预期大幅降温! “SOFR”暗示市场不再坚信美联储年前降息这一趋势与简称“SOFR”的隔夜担保融资利率(受政策利率影响的短期基准利率)挂钩的期货合约隐含利率上表现得格外明显。在1月期间，2023年12月SOFR合同的利率比当年度6月的最高预期利率低了约64个基点。这表明，美联储有可能下调两次利率，甚至三次25个基点的标准利率。时间快进到本周二，我们会发现，波动水平较大的12月合约利率仅仅比峰值利率低了大约12个基点并且有进一步收窄的趋势，在7月至9月窗口期甚至已升至5.42%左右，这一预期与华尔街分析师们对于利率峰值的预期基本一致——即预计利率见顶时间在7-9月份。12月合约利率的剧烈波动性表明市场不再笃定美联储会在年前下调基准利率。交易员对于美联储降息预期大幅降温——自1月份以来，6月23日/ 12月23日SOFR期货价差急剧扩大在2月份，包括非农就业数据以及零售销售额在内的一系列劲爆的数据令美联储加息压力陡增，或许在一段时间内很难再感受到偏向“鸽派”的政策预期和相关言论。高盛、美国银行等华尔街知名金融机构在短期内迅速将美联储本轮加息周期的利率峰值预期上调至5.25%-5.5%，高于一系列火热的经济数据出炉前，华尔街预期的5%上下这一乐观预期。德意志银行在近期发布报告称，最新的通胀数据显示美联储将需要进一步收紧货币政策，该机构目前将美联储利率峰值预期从此前的5.1%预期上调至5.6%，并预计美联储将在6月和7月分别加息25个基点。在关于美联储何时开启降息周期的预判方面，美国银行认为美联储将在2024年3月进行加息周期之后的首次降息;摩根士丹利在最新报告中预计美联储将在2024年3月进行首次降息，之前该机构的预测是2023年12月。CME“美联储观察工具”显示，多数利率期货交易员押注美联储本轮加息周期将加息至5.25%-5.5%区间，远远高于在非农数据公布之前预期的4.75%-5.0%这一区间。更重要的是，年前的降息预期已大幅度降温，多数交易员不再押注年前降息。要知道，在今年多数时间段，甚至多数利率期货交易员押注美联储在年底之前降息两次。加息预期急剧升温，“全球资产定价之锚”闻风起舞在近期，全球债券和股票市场已经开始消化继3月和5月预期加息之后，6月加息25个基点的预期。华尔街经济学家一直在修正他们对6月加息幅度的预测，多数坚称6月将继续加息25基点。不过有些人士仍然预计随着通胀预期降温，6月美联储可能选择不再进行加息。在一系列强劲无比的经济数据，尤其是火热的通胀数据发布之后，债券市场正快速转变观点，认为利率将在更长时间内保持在较高水平。在经历了几乎整整一年的加息之后，美国经济已被证明比经济学家预期的情况更为强劲。加息预期的调整使6个月期美国国债收益率攀升至5.14%，仅略低于2007年3月12日以来的最高水平。有着“全球资产定价之锚”之称的10年期美债收益率在最近一段时间重新上逼4%，主要逻辑在于——在高于市场预期的非农就业数据、零售销售数据，以及CPI和PCE数据正式公布后，市场对于美联储加息的预期急剧升温，加之近期美联储官员们频繁的鹰派发言令美国国债近期承压(收益率变动与价格趋势相反)。对货币政策敏感的2年期美债收益率更是升破4.85%，创去年10月末以来最高，十分接近2007年7月的高水平。作为金融市场无风险利率的最重要参照标的，10年期美债收益率是全球众多金融工具的参考基准，比如全球公司债和国债的基准收益率，以及美国抵押贷款利率等。因此，其他国家的债券市场也受到美债收益率走势的影响，由于市场预期美联储将继续大举收紧货币政策，美债收益率正被推高。从理论层面来看，10年期美债收益率相当于股票市场中重要估值模型——DCF估值模型中分母端的r指标，分析师们一般以10年期美债收益率为基准设定r值，在其他指标未发生明显变化的情况下，分母水平越高，股票等权益类资产的估值自然也越低。因此，10年期美债债券收益率的上升在一定程度上加剧了2月份的美股回调。标普500指数2月份累计下跌2.61%，使得今年迄今涨幅收缩至3.4%。当前，“全球资产定价之锚”仍然是悬在全球股市头上的“达摩克利斯之剑”。随着全球市场进入3月，“全球资产定价之锚”持续维持在历史高位附近带来的估值威慑力，以及投资者对通胀高企的担忧，大概率将继续加剧全球股市反弹所面临的的压力。纽约梅隆银行市场策略主管Daniel Tenengauzer表示，“全球资产定价之锚”逼近4%将压制股市。“收益率接近或高于4%，意味着市场在定价美联储主席鲍威尔描述的‘Higher forlonger’。鉴于高于预期的通胀和更长时间紧缩，美债收益率难以在中长期内跌回低区间，这正在产生负面的影响。”德意志银行的私人银行部门全球首席投资官Christian Nolting表示，美国遭遇的任何衰退都可能是短暂的，他预计美联储今年将不会降息，因为通胀仍然很高。他预计作为全球借贷成本基准的10年期美国国债收益率可能将在年底前升至4.20%，因为美联储将继续抗击通胀。高盛首席利率策略师PraveenKorapaty去年12月预计，10年期美债收益率在2023年第二季度将跃升至4.5%，随后在第三季度跌至4.4%，预计2023年最终以4.3%收尾。","news_type":1,"symbols_score_info":{".SPX":0.6,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940982499,"gmtCreate":1677648750912,"gmtModify":1677648754248,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😝","listText":"😝","text":"😝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940982499","repostId":"2316657135","repostType":4,"isVote":1,"tweetType":1,"viewCount":1602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940982514,"gmtCreate":1677648742439,"gmtModify":1677648746017,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940982514","repostId":"2316765765","repostType":4,"repost":{"id":"2316765765","kind":"news","pubTimestamp":1677645801,"share":"https://ttm.financial/m/news/2316765765?lang=en_US&edition=fundamental","pubTime":"2023-03-01 12:43","market":"sh","language":"zh","title":"Chevron CEO: The company is not in a hurry for mergers and acquisitions, but the possibility of consolidation of oil majors exists","url":"https://stock-news.laohu8.com/highlight/detail?id=2316765765","media":"智通财经","summary":"美国油气巨头雪佛龙首席执行官迈克尔·沃斯(Michael Wirth)在周二表示，西方国家的五大石油生产商之间的整合仍然有可能发生，但将面临监管层面的障碍。以石油业务为重点的美国能源巨头股价和现金水平","content":"<p><html><head></head><body>US oil and gas majors<a href=\"https://laohu8.com/S/CVX\">Chevron</a>Chief executive Michael Wirth said on Tuesday that consolidation among the top five oil producers in the West is still possible, but there will be regulatory obstacles.</p><p>Oil business-focused<a href=\"https://laohu8.com/S/USEG\">U.S. Energy</a>Soaring share prices and cash levels of giants have led Wall Street's M&A bosses to talk about possible deals between American and European oil producers, especially as the market value gap between European and American oil giants grows wider, triggering speculation on M&A on Wall Street. Analysts at Citigroup speculated in January that Chevron or<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>(XOM.US) Could Buy From Europe Due To Valuation Differences<a href=\"https://laohu8.com/S/BP\">BP</a>(BP.US), Shell (SHEL.US), or<a href=\"https://laohu8.com/S/TTE\">Total</a>Energy (TTE.US).</p><p>\"I never said never [oil major consolidation],\" Michael Voss said at a media briefing following the company's annual business update to investors. \"But given the reality of getting a plan like this approved, it's not straightforward to execute.\"</p><p>Regulatory and government approvals have made the process more complicated than in the late 1990s, when the number of oil companies increased and share prices were depressed, triggering consolidation among companies that spawned several super-oil giants. \"When there are fewer and fewer people or things overlapping, regulatory challenges and government approvals and so on get a little more complicated,\" Voss said.</p><p>He stressed that Chevron is in no rush to make large-scale mergers and acquisitions in the oil or renewable energy sectors, and that Chevron will remain committed to tightly curbing spending even in times of high energy prices and cash abundance. \"Spending money faster doesn't necessarily lead to better opportunities. It just means spending money faster,\" Voss said. \"We will be patient.\"</p><p>It is understood that Chevron announced at its annual investor conference yesterday that it aims to maintain capital and cost discipline and achieve higher returns while increasing energy supply. Assuming $60 per barrel for Brent crude, Chevron expects annual free cash flow growth of more than 10% and increases its share buyback guidance range to $10 billion to $20 billion per year. In addition, the company will increase its annual share buyback target to $17.5 billion starting in the second quarter.</p><p>Regarding capital expenditures, Chevron maintained its guidance of $13 billion to $15 billion in annual organic capital expenditures through 2027, confirmed its guidance for oil and gas production growth of more than 3% annually through 2027, and extended its 12% return on capital used (ROCE) target through 2027 (assuming a Brent crude price of $60).</p><p>In its earnings report in January, the company increased its Dividend per share by 6%, and the board of directors also approved a new $75 billion share repurchase plan-the current share repurchase size announced by Chevron in the coming period is $75 billion, and the specific time period has not been disclosed yet.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chevron CEO: The company is not in a hurry for mergers and acquisitions, but the possibility of consolidation of oil majors exists</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\">\nChevron CEO: The company is not in a hurry for mergers and acquisitions, but the possibility of consolidation of oil majors exists\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2023-03-01 12:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>US oil and gas majors<a href=\"https://laohu8.com/S/CVX\">Chevron</a>Chief executive Michael Wirth said on Tuesday that consolidation among the top five oil producers in the West is still possible, but there will be regulatory obstacles.</p><p>Oil business-focused<a href=\"https://laohu8.com/S/USEG\">U.S. Energy</a>Soaring share prices and cash levels of giants have led Wall Street's M&A bosses to talk about possible deals between American and European oil producers, especially as the market value gap between European and American oil giants grows wider, triggering speculation on M&A on Wall Street. Analysts at Citigroup speculated in January that Chevron or<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>(XOM.US) Could Buy From Europe Due To Valuation Differences<a href=\"https://laohu8.com/S/BP\">BP</a>(BP.US), Shell (SHEL.US), or<a href=\"https://laohu8.com/S/TTE\">Total</a>Energy (TTE.US).</p><p>\"I never said never [oil major consolidation],\" Michael Voss said at a media briefing following the company's annual business update to investors. \"But given the reality of getting a plan like this approved, it's not straightforward to execute.\"</p><p>Regulatory and government approvals have made the process more complicated than in the late 1990s, when the number of oil companies increased and share prices were depressed, triggering consolidation among companies that spawned several super-oil giants. \"When there are fewer and fewer people or things overlapping, regulatory challenges and government approvals and so on get a little more complicated,\" Voss said.</p><p>He stressed that Chevron is in no rush to make large-scale mergers and acquisitions in the oil or renewable energy sectors, and that Chevron will remain committed to tightly curbing spending even in times of high energy prices and cash abundance. \"Spending money faster doesn't necessarily lead to better opportunities. It just means spending money faster,\" Voss said. \"We will be patient.\"</p><p>It is understood that Chevron announced at its annual investor conference yesterday that it aims to maintain capital and cost discipline and achieve higher returns while increasing energy supply. Assuming $60 per barrel for Brent crude, Chevron expects annual free cash flow growth of more than 10% and increases its share buyback guidance range to $10 billion to $20 billion per year. In addition, the company will increase its annual share buyback target to $17.5 billion starting in the second quarter.</p><p>Regarding capital expenditures, Chevron maintained its guidance of $13 billion to $15 billion in annual organic capital expenditures through 2027, confirmed its guidance for oil and gas production growth of more than 3% annually through 2027, and extended its 12% return on capital used (ROCE) target through 2027 (assuming a Brent crude price of $60).</p><p>In its earnings report in January, the company increased its Dividend per share by 6%, and the board of directors also approved a new $75 billion share repurchase plan-the current share repurchase size announced by Chevron in the coming period is $75 billion, and the specific time period has not been disclosed yet.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/884968.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3b7adcf720c943d13b1316a7ca63357","relate_stocks":{"CVX":"雪佛龙","BK4201":"综合性石油与天然气企业","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4581":"高盛持仓","BK4570":"地缘局势概念股","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0456854461.SGD":"JPMorgan Funds - Global Natural Resources A (acc) SGD","LU0300736492.USD":"FRANKLIN NATURAL RESOURCES \"A\" (USD) INC","BK4566":"资本集团","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0300736062.USD":"FRANKLIN NATURAL RESOURCES \"A\" (USD) ACC","LU0122376428.USD":"贝莱德世界能源基金A2","BK4559":"巴菲特持仓","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0368265418.SGD":"Blackrock World Energy Fund A2 SGD-H","LU0266512127.USD":"摩根大通环球自然资源 A(acc)"},"source_url":"http://www.zhitongcaijing.com/content/detail/884968.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316765765","content_text":"美国油气巨头雪佛龙首席执行官迈克尔·沃斯(Michael Wirth)在周二表示，西方国家的五大石油生产商之间的整合仍然有可能发生，但将面临监管层面的障碍。以石油业务为重点的美国能源巨头股价和现金水平飙升，令华尔街的并购大佬们开始谈论美国与欧洲石油生产商之间可能达成的交易，尤其是随着欧美石油巨头的市值差距越来越大，引发华尔街关于并购的猜想。花旗集团的分析师1月份曾猜测，雪佛龙或埃克森美孚(XOM.US)可能会因估值差异收购来自欧洲的英国石油(BP.US)、壳牌(SHEL.US)或者道达尔能源(TTE.US)。迈克尔·沃斯在公司向投资者发布年度业务更新后的媒体吹风会上表示:“我从来没有说过永远不会(石油巨头整合)。”“但考虑到要让这样的计划获得批准的现实，执行起来并不简单。”监管机构和政府的批准使这一过程比上世纪90年代末更为复杂，当时石油公司数量增多，股价低迷，引发了公司之间的整合，催生了几家超级石油巨头。沃斯表示:“当重叠的人或物变得越来越少时，监管挑战和政府批准等就会变得有点复杂。”他强调，雪佛龙并不急于在石油或可再生能源领域进行大规模的并购，即使在能源价格高企和现金充裕的时期，雪佛龙仍将致力于严格控制支出。“花钱更快不一定能带来更好的机会。这只是意味着花钱更快。”沃斯表示。“我们将保持耐心。”据了解，雪佛龙昨日在年度投资者会议上宣布，其目标是保持资本和成本纪律，在增加能源供应的同时实现更高的回报。在假设布伦特原油为每桶60美元的情况下，雪佛龙预计年度自由现金流增长将超过10%，并将股票回购指引区间提高至每年100亿至200亿美元。此外，该公司将从第二季度开始将年度股票回购目标提高到175亿美元。关于资本支出方面，雪佛龙维持到2027年年度有机资本支出达130亿至150亿美元的指引，确认了到2027年石油和天然气产量年增长率超过3%的指引，并将12%的已动用资本回报率(ROCE)目标延长至2027年(假设布伦特原油价格为60美元)。在1月公布的财报中，该公司将每股股息提高了6%，董事会还批准了一项新的750亿美元股票回购计划——目前雪佛龙公布的未来一段时间内的股票回购规模为750亿美元，具体的时间段则暂未披露。","news_type":1,"symbols_score_info":{"CVX":1}},"isVote":1,"tweetType":1,"viewCount":1290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940982223,"gmtCreate":1677648734463,"gmtModify":1677648738948,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"💪","listText":"💪","text":"💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940982223","repostId":"1140623032","repostType":4,"repost":{"id":"1140623032","kind":"news","pubTimestamp":1677646483,"share":"https://ttm.financial/m/news/1140623032?lang=en_US&edition=fundamental","pubTime":"2023-03-01 12:54","market":"sh","language":"zh","title":"Car companies cut prices, battery companies die first? The danger behind 15th place","url":"https://stock-news.laohu8.com/highlight/detail?id=1140623032","media":"汽车商业评论","summary":"新能源车企掀起降价潮，电池企业首当其冲。车企销量决定电池企业的订单。今年1月新能源车企销量同比和环比下滑，让围绕着主机厂的整个零部件产业链都很焦虑。真锂研究总裁墨柯对汽车商业评论记者说，车企最近和电池","content":"<p><html><head></head><body>New energy vehicle companies set off a wave of price cuts, and battery companies bore the brunt.</p><p>The sales volume of car companies determines the orders of battery companies. In January this year, the sales volume of new energy vehicle enterprises declined year-on-year and month-on-month, which made the whole parts industry chain around OEMs very anxious.</p><p>Mo Ke, president of True Lithium Research, told Automobile Business Review that car companies and battery suppliers have recently renegotiated the agreement signed last year, and the overall requirement is either to shrink the volume or reduce the price, or both.</p><p>Under this circumstance, Ningde Times, the leading brother of its own mine, provided a \"lithium mine rebate\" plan for strategic big customers. Yiwei Lithium Energy also said that it would give profits to car companies this year, and other battery companies would follow up, or give profits or reduce prices, which started the knockout round of battery companies.</p><p>Zhang Xiaoan, the person in charge of a central battery company, told Automobile Business Review that the industry has indeed begun to cut prices, and his company has already cut prices.</p><p>The reasons for the price reduction depend on the sales volume of car companies, and the other is because the price of upstream lithium mine has fallen.</p><p>Wind data shows that as of February 24th, the average price of domestic battery-grade lithium carbonate fell below the 400,000 yuan/ton mark, closing at 399,750 yuan/ton, down more than 30% from the high of nearly 600,000 yuan/ton in November 2022.</p><p>\"When the upstream price increases, our profits are diluted, but there are many orders. Because car companies are afraid that the upstream price will continue to increase, they are rushing to lock orders with us. When the price of lithium mine is reduced, our profits will be good, but car companies will wait and see. They have to judge whether they will continue to cut prices. Once they wait and see, our orders will be fewer.\" Zhang Xiaoan said, \"Battery companies look glamorous, but in fact they are squeezed at both ends.\"</p><p><b>\"We're having a hard time\"</b></p><p>According to the annual installed capacity, Zhang Xiaoan's enterprise is less than 10GWh, which belongs to the \"third camp\".</p><p>In the past two years, domestic new energy vehicles developed rapidly. Zhang Xiaoan changed from a foreign-funded enterprise with good salary and promotion opportunities to a developing central battery enterprise as an executive.</p><p>Although it is not as large as the enterprises in the first camp and the second camp, compared with the existing production capacity, the capacity utilization rate of this enterprise is higher, and its life is not bad. The gross profit margin is over 10%, which is higher than the average level of 10% in the battery industry.</p><p>\"We're having a hard time now,\" Zhang Xiaoan told Automotive Business Review.</p><p>CATL was exposed to the \"lithium mine rebate\" plan. Yiwei Lithium Energy also said when interacting with investors on February 20th that \"considering that downstream customers are still basically unprofitable, profits will be made to the downstream this year\", and other battery companies more or less chose to follow up.</p><p>\"Battery companies have begun to cut prices.\" Zhang Xiaoan said that his company has reduced prices by more than ten percentage points compared with the end of last year.</p><p>Zhang Xiaoan said that CATL is the leading brother of the industry.</p><p>\"'Big Brother 'is still good, and it has not reduced prices for so many years. If it used the price reduction trick, there would be nothing to do with the second-and third-tier battery factories behind it.\" Zhang Xiaoan said, \"However, its lithium mine rebate plan has a great impact on other enterprises.' Big Brother' did this, first gambling on lithium prices, and second feeling the crisis.\"</p><p>In January this year, the new energy vehicle market rarely experienced a year-on-year decline in a single month. According to the data, the retail sales volume of new energy passenger vehicles in January was 332,000 units, down 6.3% year-on-year and 48.3% month-on-month.</p><p>In the first month when the state subsidy for new energy vehicles, which has been implemented for 14 years, withdrew from the historical stage and the purchase tax was halved, the new energy market did not show the growth trend of continuous outbreak in the past. Of course, there are also factors of the Spring Festival holiday.</p><p>From the perspective of the new energy vehicle industry chain, combined with the released financial reports of listed companies, the upstream lithium mining industry has the highest gross profit margin in 2022 (the first three quarters).</p><p>Lithium mining enterprises are over 55%, battery enterprises are about 10%, and CATL is the highest, reaching 18.95%; The situation of OEMs varies, with BYD's highest of 19%, while some car companies lose money and have negative profits.</p><p>Then divide the industrial chain of battery enterprises in detail. The gross profit margin of cathode materials is less than 20%, the gross profit margin of negative electrode materials ranges from 17% to 30%, the gross profit margin of electrolyte, separator and lithium battery equipment is about 40%, and the gross profit margin of lithium battery copper foil is 25%-33.93%.</p><p>Compared with all parties, the gross profit margin of battery companies is medium or even lower than medium. According to Zhang Xiao'an's calculation, the current price reduction allows the company to only maintain the industry average of 10%.</p><p><b>Start with Ningwang Rebate</b></p><p>Battery companies started the price reduction competition, starting with the rebate plan for strategic big customers in CATL.</p><p>According to the recently circulated \"rebate plan\", in the next three years, CATL will provide \"lithium ore rebate\" to strategic customer car companies. 50% (the proportion will be adjusted) of the price of lithium carbonate of power batteries purchased by car companies will be settled at 200,000 yuan/ton, and the rest will be calculated according to the market price, and the difference will be returned to the OEM. OEMs that have accepted the profit concession shall purchase no less than 80% of batteries within three years, and the supply volume in the 4th-5th year shall not be less than that in the previous year. Eight car companies, including Tesla, participated in the negotiation of the \"lithium mine profit sharing\" agreement, among which Tesla rejected the proposal.</p><p>Industry insiders close to CATL told automobile business review reporters that there is indeed such a rebate plan, but there are two big differences.</p><p>First, there is no Tesla among the car companies in the \"rebate plan\".</p><p>The supply to Tesla in Ningde era is very large, and there are many discounts. If you talk to Tesla about the \"rebate plan\", other car companies will have no profit share.</p><p>Second, Ningwang did not cut the price, and the rebate does not mean the price reduction.</p><p>Some commentators say that CATL's move is to \"choose one of the two\" between protecting profits and protecting market share. The person said that Ningjia Battery did not reduce the price, so it will not affect the gross profit margin of the battery business.</p><p>Part of Ningwang's profit is taken from incremental profits, not from ceding battery profits. This part of incremental profits comes from the mass production of its own lithium mine in Jiangxi this year, which will produce tens of thousands of tons (some brokers analyze that it is 30,000-40,000 tons) of lithium carbonate raw materials.</p><p>The person said that CATL had previously proposed to use its own mine to subsidize the \"big profit and big reward\" of strategic big customers. Jiangxi lithium mine was mass-produced this year. At this time, it took the initiative to propose the plan in order to fulfill the promise at that time.</p><p>The so-called \"strategic big customers\" are car companies whose battery purchases are basically more than 80%, and some of them are 100% exclusive customers in CATL. These big customers are \"dimensional bound\" with CATL, and generally sign a five-year purchase agreement.</p><p>The so-called dimensional binding, also called dimensional linkage, is to avoid car companies from \"patting their heads at the beginning of the year and patting their thighs at the end of the year\"-a procurement model formed by abandoning the purchase of batteries ordered at the beginning of the year due to the gap between output and plan, which causes huge losses to battery companies, which requires car companies to make advance payment and deposit.</p><p>It is precisely because the two sides have been deeply bound for a long time that CATL has proposed lithium ore rebate to help customer car companies reduce costs and improve market competitiveness.</p><p>At present, if there is no profit for car companies from raw materials, it will be difficult for car companies to cut prices in this round of unexpected price cuts. In the state that most new energy vehicle companies are still losing money, cutting prices can only damage their own profits.</p><p>Only when car companies are profitable and market competitiveness is enhanced can CATL get more orders.</p><p>\"The choice lies with the customer's car company. It depends on the car company's prediction of the price of lithium carbonate in the next three years. If the car company judges that the price can plummet below 200,000 yuan within one year, it doesn't have to participate in the lithium mine rebate.\" The person said that CATL proposed 200,000 yuan/ton of lithium carbonate as the price standard, and it was also calculated that the car company will definitely not lose money at this price rebate.</p><p><b>What do car companies think and choose</b></p><p>A executive of car company believes that the lithium mine rebate plan in CATL actually started the knockout round. \"This is also forced.”</p><p>The top 15 battery companies began to expand their production capacity crazily last year or even the year before last. This means a lot of battery production will be released this year, while domestic NEV sales may not grow at the same pace as last year. With such a supply and demand relationship, this year's battery track is particularly brutal, with the knockout round going ahead of schedule.</p><p>He believes that if the battery companies after ranking 15th compete with the giants in front of them in terms of production capacity and price, the outcome will be tragic.</p><p>Batteries belong to to B business. If the knockout competition of car companies facing consumers (to C) comes, it must be to B companies who enter the cruel knockout competition first.</p><p>The number of users of to B business is limited, and the last thing to fight is technology, reliability and cost.</p><p>There are lithium mines in Ningde era, with large-scale capabilities in the middle, and battery cascade utilization and battery exchange services in the downstream. In addition, it binds many car companies and upstream and downstream enterprises in the industrial chain through various investment methods, forming a complete set of linkage capabilities of upstream and downstream industrial chains.</p><p>The executive believes that the battery companies with the lowest installed capacity will have a greater risk if they fight ternary lithium batteries and lithium iron phosphate batteries. Three or four years ago, there was still a chance to fight these two technical routes, but now it will be difficult, because after the battery is loaded, it generally promises a shelf life of five or six years, and enterprises with small installed capacity have the risk of uncertainty in future sustainable supply.</p><p>He suggested that small battery companies turn around in advance, make early layout, and see opportunities in other tracks such as energy storage, consumption or commercial vehicles.</p><p>A car company is on the list of \"rebate plan\" in CATL. The executive told Auto Business Review that he was still hesitant to participate in the \"big reward\" and had not yet made a final decision.</p><p>He said that the plan is to bet whether the lithium price will drop below 200,000 yuan/ton in the next three years. A bet is three years, which is too long and a bit big.</p><p>In addition to CATL, car company A has introduced second-supply and third-supply battery factories, and both battery factories rank among the top 15 in domestic installed capacity.</p><p>According to the aforementioned industry insiders close to CATL, whether car companies choose the rebate plan, not only needs to judge the price trend of lithium carbonate in the next three years, but also needs to consider whether it is urgent to expand market share for survival and enterprise cash flow this year. After all, choosing Battery No.1 as a supplier requires advance payment and security deposit.</p><p>This is a lot of money for car companies.</p><p>The manager of commercial vehicle company B, which uses CATL batteries, told the automobile business review reporter that as early as 2021, it signed a five-year purchase agreement with CATL, and the deposit of \"dimensional linkage\" was nearly 20 million yuan. If the purchase amount was reduced compared with the agreement, it would be deducted from the deposit, and the development and service cost of standard production line (non-customized production line) was 100 million yuan.</p><p>At the beginning of 2021, the competitor signed a long-term agreement with a top 10 battery company to lock in the price and avoid the linkage price increase caused by the soaring lithium carbonate price. Overall, the cost of a single bicycle was saved by about 100,000 yuan.</p><p>At present, B car companies have also imported secondary supplies from the top 10 battery companies for export business. According to the manager, bicycles with second-supply batteries are profitable, while batteries in CATL are more expensive, and it is basically unprofitable to sell a car, but batteries in CATL are indeed of good quality.</p><p>\"We are not short of suppliers. What we are short of is money,\" the manager said.</p><p>However, according to the aforementioned industry insiders close to CATL, there are also car companies and even overseas car companies who are not on the rebate plan list, hoping to enjoy the rebate of lithium ore.</p><p>Given that its Jiangxi lithium mine can only produce tens of thousands of tons of lithium carbonate this year, these car companies may have to wait until next year when they produce more. (Zhang Xiaoan, the interviewee in this article, is a pseudonym)</p><p></body></html></p>","source":"lsy1567685908368","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>Car companies cut prices, battery companies die first? 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The danger behind 15th place\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">汽车商业评论</strong><span class=\"h-time small\">2023-03-01 12:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>New energy vehicle companies set off a wave of price cuts, and battery companies bore the brunt.</p><p>The sales volume of car companies determines the orders of battery companies. In January this year, the sales volume of new energy vehicle enterprises declined year-on-year and month-on-month, which made the whole parts industry chain around OEMs very anxious.</p><p>Mo Ke, president of True Lithium Research, told Automobile Business Review that car companies and battery suppliers have recently renegotiated the agreement signed last year, and the overall requirement is either to shrink the volume or reduce the price, or both.</p><p>Under this circumstance, Ningde Times, the leading brother of its own mine, provided a \"lithium mine rebate\" plan for strategic big customers. Yiwei Lithium Energy also said that it would give profits to car companies this year, and other battery companies would follow up, or give profits or reduce prices, which started the knockout round of battery companies.</p><p>Zhang Xiaoan, the person in charge of a central battery company, told Automobile Business Review that the industry has indeed begun to cut prices, and his company has already cut prices.</p><p>The reasons for the price reduction depend on the sales volume of car companies, and the other is because the price of upstream lithium mine has fallen.</p><p>Wind data shows that as of February 24th, the average price of domestic battery-grade lithium carbonate fell below the 400,000 yuan/ton mark, closing at 399,750 yuan/ton, down more than 30% from the high of nearly 600,000 yuan/ton in November 2022.</p><p>\"When the upstream price increases, our profits are diluted, but there are many orders. Because car companies are afraid that the upstream price will continue to increase, they are rushing to lock orders with us. When the price of lithium mine is reduced, our profits will be good, but car companies will wait and see. They have to judge whether they will continue to cut prices. Once they wait and see, our orders will be fewer.\" Zhang Xiaoan said, \"Battery companies look glamorous, but in fact they are squeezed at both ends.\"</p><p><b>\"We're having a hard time\"</b></p><p>According to the annual installed capacity, Zhang Xiaoan's enterprise is less than 10GWh, which belongs to the \"third camp\".</p><p>In the past two years, domestic new energy vehicles developed rapidly. Zhang Xiaoan changed from a foreign-funded enterprise with good salary and promotion opportunities to a developing central battery enterprise as an executive.</p><p>Although it is not as large as the enterprises in the first camp and the second camp, compared with the existing production capacity, the capacity utilization rate of this enterprise is higher, and its life is not bad. The gross profit margin is over 10%, which is higher than the average level of 10% in the battery industry.</p><p>\"We're having a hard time now,\" Zhang Xiaoan told Automotive Business Review.</p><p>CATL was exposed to the \"lithium mine rebate\" plan. Yiwei Lithium Energy also said when interacting with investors on February 20th that \"considering that downstream customers are still basically unprofitable, profits will be made to the downstream this year\", and other battery companies more or less chose to follow up.</p><p>\"Battery companies have begun to cut prices.\" Zhang Xiaoan said that his company has reduced prices by more than ten percentage points compared with the end of last year.</p><p>Zhang Xiaoan said that CATL is the leading brother of the industry.</p><p>\"'Big Brother 'is still good, and it has not reduced prices for so many years. If it used the price reduction trick, there would be nothing to do with the second-and third-tier battery factories behind it.\" Zhang Xiaoan said, \"However, its lithium mine rebate plan has a great impact on other enterprises.' Big Brother' did this, first gambling on lithium prices, and second feeling the crisis.\"</p><p>In January this year, the new energy vehicle market rarely experienced a year-on-year decline in a single month. According to the data, the retail sales volume of new energy passenger vehicles in January was 332,000 units, down 6.3% year-on-year and 48.3% month-on-month.</p><p>In the first month when the state subsidy for new energy vehicles, which has been implemented for 14 years, withdrew from the historical stage and the purchase tax was halved, the new energy market did not show the growth trend of continuous outbreak in the past. Of course, there are also factors of the Spring Festival holiday.</p><p>From the perspective of the new energy vehicle industry chain, combined with the released financial reports of listed companies, the upstream lithium mining industry has the highest gross profit margin in 2022 (the first three quarters).</p><p>Lithium mining enterprises are over 55%, battery enterprises are about 10%, and CATL is the highest, reaching 18.95%; The situation of OEMs varies, with BYD's highest of 19%, while some car companies lose money and have negative profits.</p><p>Then divide the industrial chain of battery enterprises in detail. The gross profit margin of cathode materials is less than 20%, the gross profit margin of negative electrode materials ranges from 17% to 30%, the gross profit margin of electrolyte, separator and lithium battery equipment is about 40%, and the gross profit margin of lithium battery copper foil is 25%-33.93%.</p><p>Compared with all parties, the gross profit margin of battery companies is medium or even lower than medium. According to Zhang Xiao'an's calculation, the current price reduction allows the company to only maintain the industry average of 10%.</p><p><b>Start with Ningwang Rebate</b></p><p>Battery companies started the price reduction competition, starting with the rebate plan for strategic big customers in CATL.</p><p>According to the recently circulated \"rebate plan\", in the next three years, CATL will provide \"lithium ore rebate\" to strategic customer car companies. 50% (the proportion will be adjusted) of the price of lithium carbonate of power batteries purchased by car companies will be settled at 200,000 yuan/ton, and the rest will be calculated according to the market price, and the difference will be returned to the OEM. OEMs that have accepted the profit concession shall purchase no less than 80% of batteries within three years, and the supply volume in the 4th-5th year shall not be less than that in the previous year. Eight car companies, including Tesla, participated in the negotiation of the \"lithium mine profit sharing\" agreement, among which Tesla rejected the proposal.</p><p>Industry insiders close to CATL told automobile business review reporters that there is indeed such a rebate plan, but there are two big differences.</p><p>First, there is no Tesla among the car companies in the \"rebate plan\".</p><p>The supply to Tesla in Ningde era is very large, and there are many discounts. If you talk to Tesla about the \"rebate plan\", other car companies will have no profit share.</p><p>Second, Ningwang did not cut the price, and the rebate does not mean the price reduction.</p><p>Some commentators say that CATL's move is to \"choose one of the two\" between protecting profits and protecting market share. The person said that Ningjia Battery did not reduce the price, so it will not affect the gross profit margin of the battery business.</p><p>Part of Ningwang's profit is taken from incremental profits, not from ceding battery profits. This part of incremental profits comes from the mass production of its own lithium mine in Jiangxi this year, which will produce tens of thousands of tons (some brokers analyze that it is 30,000-40,000 tons) of lithium carbonate raw materials.</p><p>The person said that CATL had previously proposed to use its own mine to subsidize the \"big profit and big reward\" of strategic big customers. Jiangxi lithium mine was mass-produced this year. At this time, it took the initiative to propose the plan in order to fulfill the promise at that time.</p><p>The so-called \"strategic big customers\" are car companies whose battery purchases are basically more than 80%, and some of them are 100% exclusive customers in CATL. These big customers are \"dimensional bound\" with CATL, and generally sign a five-year purchase agreement.</p><p>The so-called dimensional binding, also called dimensional linkage, is to avoid car companies from \"patting their heads at the beginning of the year and patting their thighs at the end of the year\"-a procurement model formed by abandoning the purchase of batteries ordered at the beginning of the year due to the gap between output and plan, which causes huge losses to battery companies, which requires car companies to make advance payment and deposit.</p><p>It is precisely because the two sides have been deeply bound for a long time that CATL has proposed lithium ore rebate to help customer car companies reduce costs and improve market competitiveness.</p><p>At present, if there is no profit for car companies from raw materials, it will be difficult for car companies to cut prices in this round of unexpected price cuts. In the state that most new energy vehicle companies are still losing money, cutting prices can only damage their own profits.</p><p>Only when car companies are profitable and market competitiveness is enhanced can CATL get more orders.</p><p>\"The choice lies with the customer's car company. It depends on the car company's prediction of the price of lithium carbonate in the next three years. If the car company judges that the price can plummet below 200,000 yuan within one year, it doesn't have to participate in the lithium mine rebate.\" The person said that CATL proposed 200,000 yuan/ton of lithium carbonate as the price standard, and it was also calculated that the car company will definitely not lose money at this price rebate.</p><p><b>What do car companies think and choose</b></p><p>A executive of car company believes that the lithium mine rebate plan in CATL actually started the knockout round. \"This is also forced.”</p><p>The top 15 battery companies began to expand their production capacity crazily last year or even the year before last. This means a lot of battery production will be released this year, while domestic NEV sales may not grow at the same pace as last year. With such a supply and demand relationship, this year's battery track is particularly brutal, with the knockout round going ahead of schedule.</p><p>He believes that if the battery companies after ranking 15th compete with the giants in front of them in terms of production capacity and price, the outcome will be tragic.</p><p>Batteries belong to to B business. If the knockout competition of car companies facing consumers (to C) comes, it must be to B companies who enter the cruel knockout competition first.</p><p>The number of users of to B business is limited, and the last thing to fight is technology, reliability and cost.</p><p>There are lithium mines in Ningde era, with large-scale capabilities in the middle, and battery cascade utilization and battery exchange services in the downstream. In addition, it binds many car companies and upstream and downstream enterprises in the industrial chain through various investment methods, forming a complete set of linkage capabilities of upstream and downstream industrial chains.</p><p>The executive believes that the battery companies with the lowest installed capacity will have a greater risk if they fight ternary lithium batteries and lithium iron phosphate batteries. Three or four years ago, there was still a chance to fight these two technical routes, but now it will be difficult, because after the battery is loaded, it generally promises a shelf life of five or six years, and enterprises with small installed capacity have the risk of uncertainty in future sustainable supply.</p><p>He suggested that small battery companies turn around in advance, make early layout, and see opportunities in other tracks such as energy storage, consumption or commercial vehicles.</p><p>A car company is on the list of \"rebate plan\" in CATL. The executive told Auto Business Review that he was still hesitant to participate in the \"big reward\" and had not yet made a final decision.</p><p>He said that the plan is to bet whether the lithium price will drop below 200,000 yuan/ton in the next three years. A bet is three years, which is too long and a bit big.</p><p>In addition to CATL, car company A has introduced second-supply and third-supply battery factories, and both battery factories rank among the top 15 in domestic installed capacity.</p><p>According to the aforementioned industry insiders close to CATL, whether car companies choose the rebate plan, not only needs to judge the price trend of lithium carbonate in the next three years, but also needs to consider whether it is urgent to expand market share for survival and enterprise cash flow this year. After all, choosing Battery No.1 as a supplier requires advance payment and security deposit.</p><p>This is a lot of money for car companies.</p><p>The manager of commercial vehicle company B, which uses CATL batteries, told the automobile business review reporter that as early as 2021, it signed a five-year purchase agreement with CATL, and the deposit of \"dimensional linkage\" was nearly 20 million yuan. If the purchase amount was reduced compared with the agreement, it would be deducted from the deposit, and the development and service cost of standard production line (non-customized production line) was 100 million yuan.</p><p>At the beginning of 2021, the competitor signed a long-term agreement with a top 10 battery company to lock in the price and avoid the linkage price increase caused by the soaring lithium carbonate price. Overall, the cost of a single bicycle was saved by about 100,000 yuan.</p><p>At present, B car companies have also imported secondary supplies from the top 10 battery companies for export business. According to the manager, bicycles with second-supply batteries are profitable, while batteries in CATL are more expensive, and it is basically unprofitable to sell a car, but batteries in CATL are indeed of good quality.</p><p>\"We are not short of suppliers. What we are short of is money,\" the manager said.</p><p>However, according to the aforementioned industry insiders close to CATL, there are also car companies and even overseas car companies who are not on the rebate plan list, hoping to enjoy the rebate of lithium ore.</p><p>Given that its Jiangxi lithium mine can only produce tens of thousands of tons of lithium carbonate this year, these car companies may have to wait until next year when they produce more. (Zhang Xiaoan, the interviewee in this article, is a pseudonym)</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5OTQzOTE0MA==&mid=2651564756&idx=1&sn=dc8f2602524b16c7662d1c30ad208802&chksm=bcc4749f8bb3fd89e06b764a7c2c1e1b6c4cec04c00ce3136a63903d81da96b15abe5450473a&mpshare=1&scene=23&srcid=03019UuHUxg1dxTKNVmaecnw&sharer_sharetime=1677632753610&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd\">汽车商业评论</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2aa846cc1babe0cf0ee45a6d345bfda","relate_stocks":{"300750":"宁德时代"},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5OTQzOTE0MA==&mid=2651564756&idx=1&sn=dc8f2602524b16c7662d1c30ad208802&chksm=bcc4749f8bb3fd89e06b764a7c2c1e1b6c4cec04c00ce3136a63903d81da96b15abe5450473a&mpshare=1&scene=23&srcid=03019UuHUxg1dxTKNVmaecnw&sharer_sharetime=1677632753610&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140623032","content_text":"新能源车企掀起降价潮，电池企业首当其冲。车企销量决定电池企业的订单。今年1月新能源车企销量同比和环比下滑，让围绕着主机厂的整个零部件产业链都很焦虑。真锂研究总裁墨柯对汽车商业评论记者说，车企最近和电池供应商在重新谈判去年已经签署的协议，总体要求不是缩量就是降价，或者兼而有之。在这种情况下，自家有矿的带头大哥宁德时代针对战略大客户提供了“锂矿返利”计划，亿纬锂能也称今年会让利给车企，其他电池企业跟进，或让利或降价，开启了电池企业淘汰赛。某中部电池企业负责人张晓安对汽车商业评论记者说，行业确实已经开始降价，他所在的企业已经降价了。降价的原因，一个取决于车企销量，另一个是因为上游锂矿价格下跌。Wind数据显示，截止2月24日，国产电池级碳酸锂均价跌破了40万元/吨关口，收报39.975万元/吨，较2022年11月高点的近60万元/吨，下跌超过30%。“上游涨价的时候，我们利润被摊薄，但是订单多，因为车企怕上游持续涨价，就争着跟我们锁单。锂矿降价的时候，我们利润会好，但是车企会观望，它要判断是不是还继续降价，一观望，我们订单就少了。”张晓安称，“电池企业看起来光鲜，其实两头受挤压。”“我们日子难过了”按照年装机量来算，张晓安的企业不到10GWh，属于“第三阵营”。前两年，国内新能源汽车发展迅猛，张晓安从一家薪资和升迁机遇不错的外资企业跳槽，到一家正在发展中的中部电池企业担任高管。虽然不如第一阵营和第二阵营的企业规模大，但这家企业的订单和现有产能相比，产能利用率较高，日子过得还算可以，毛利率在10%以上，高于电池行业10%的平均水平。“现在我们日子难过了。”张晓安对汽车商业评论记者说。宁德时代被爆出“锂矿返利”计划，亿纬锂能也在2月20日和投资者互动时称“考虑到下游客户基本上还是尚未盈利的状态，今年在利润上让利下游”，其他电池企业或多或少都选择了跟进。“电池企业已经开始降价了。”张晓安说，自己的企业和去年年底相比，降价了十几个百分点。张晓安说，宁德时代是行业的带头大哥。“‘大哥’还是不错的，这么多年都没有降价过。要是它用降价这招，早就没有后面二三线电池厂啥事了。”张晓安称，“不过它的锂矿返利计划对其他企业影响很大。‘大哥’这么做，一是赌锂价，二是感到了危机。”今年1月，新能源车市场罕见出现单月同比下滑。数据显示，1月新能源乘用车零售销量33.2万辆，同比下降6.3%，环比下降48.3%。在实施了14年的新能源汽车国家补贴退出历史舞台和购置税减半的第一个月，新能源市场没有出现过去持续性爆发的增长态势。当然，这里面也有春节放假的因素。从新能源汽车产业链环节来看，结合上市公司已发布的财报，2022年（前三季度）毛利率最高的是上游锂矿行业。锂矿企业在55%以上，电池企业在10%左右，宁德时代最高，达到18.95%；主机厂情况各异，比亚迪最高为19%，有些车企则亏损，利润为负。再把电池企业产业链产业链细剖，正极材料毛利率不到20%，负极材料毛利率从17%到30%不等，电解液、隔膜和锂电设备的毛利率大概为40%，锂电铜箔为25%-33.93%。和各方相比，电池企业毛利率居于中等甚至中等偏下。据张晓安的测算，目前的降价幅度，让公司只能维持10%的业内平均水平。从宁王返利开始电池企业开启降价竞赛，从宁德时代给战略大客户的返利计划开始。近期流传的“返利计划”称，未来三年，宁德时代向战略客户车企提供“锂矿返利”，车企采购的50%（比例会有所调整）动力电池碳酸锂价格以20万元/吨结算，其余按照市价计算，差价返还主机厂。接受了让利的主机厂，三年内采购的电池比例不低于80%，第4-5年的供货量不低于前一年。参与“锂矿让利”协议谈判的有包括特斯拉在内的8家车企，其中特斯拉拒绝了该提议。接近宁德时代的业内人士对汽车商业评论记者说，确有此返利计划，但有两点出入较大。其一，“返利计划”的车企中没有特斯拉。宁德时代给特斯拉的供货量非常大，打的折扣也多，如果跟特斯拉谈“返利计划”，其他车企就没有让利份额了。其二，宁王没有降价，返利不等于降价。有评论说宁德时代此举是在保利润和保市占率中“二选一”。该人士称，宁家电池没有降价，因此不会影响电池业务的毛利率。宁王让利的部分取于增量利润，不是割让电池利润，这部分增量利润来自其位于江西的自有锂矿今年量产，将出产几万吨（一些券商分析是3万-4万吨）碳酸锂原材料。该人士说，宁德时代此前就提出拿自家矿来补贴战略大客户的“让利大酬宾”，江西锂矿今年量产了，此时主动提出该计划，是为了兑现当时的承诺。所谓“战略大客户”，是电池采购量基本在80%以上的车企，有些还是宁德时代100%独供的客户。这些大客户和宁德时代都是“量纲绑定”，一般签订五年采购协议。所谓量纲绑定也叫量纲联动，是为了避免车企出现“年初拍脑袋、年末拍大腿”——由于产量和计划有差距而弃购年初订购电池，对电池企业造成巨大损失形成的采购模式，需要车企预付款项和保证金。正因为双方早就深度绑定，宁德时代才提出锂矿返利，帮助客户车企降低成本、提高市场竞争力。眼下，如果没有从原材料上给车企让利，在这轮始料未及的降价潮中，车企很难降价。在大部分新能源车企还是亏损的状态下，硬着头皮降价只能折损自己的利润。只有车企盈利，市场竞争力增强，宁德时代才能获得更多的订单。“选择权在客户车企。就看车企对于未来三年碳酸锂价格的预判了。如果车企判断价格在一年之内就能大跌到20万元以下，就不用参与锂矿返利。”该人士称，宁德时代提出碳酸锂20万元/吨作为价格标准，也是计算过按照此价返利车企肯定不会亏。车企怎么看，怎么选车企A高管认为宁德时代此次锂矿返利计划，其实是启动了淘汰赛。“这也是被逼的。”排位前15的电池企业从去年甚至前年开始疯狂扩张产能。这意味着今年将释放大量电池产量，而国内新能源汽车的销量增速可能不如去年。在这样的供需关系下，今年电池赛道尤其残酷，淘汰赛提前进行。他认为，排位15名以后的电池企业，如果在产能和价格上和前面的巨头去拼，结局会是惨烈的。电池属于to B业务，如果面临消费者（to C）的车企淘汰赛来临，先进入残酷淘汰赛的一定是to B企业。to B业务的用户数量有限，最后拼的是技术、可靠性还有成本。宁德时代上有锂矿，中间有规模化的能力，下游有电池梯次利用和换电服务，此外，它通过各种投资方式绑定了很多车企以及产业链上下游企业，形成了一整套上下游产业链的联动能力。该高管认为，装机量排位在后的电池企业，如果再拼三元锂电池和磷酸铁锂电池，风险较大。三四年前拼这两个技术路线还有机会，现在会很难，因为电池装车之后，一般承诺五六年的保质期，装机量小的企业在未来可持续性供货上有不确定性的风险。他建议体量不大的电池企业提前掉头，早做布局，看看其他赛道诸如储能、消费或者商用车等方面的机会。A车企在宁德时代“返利计划”名单上。该高管对汽车商业评论记者称，还在犹豫要不要参加这个“大酬宾”，还未最后决定。他说，该计划是赌锂价未来三年是不是会降到20万元/吨以下，一赌就是三年，时间太长，赌得有点大。除了宁德时代之外，车企A已经导入了二供和三供电池厂，两家电池厂均位列国内装机量排行前15名。前述接近宁德时代的业内人士称，车企是否选择返利计划，除了需要研判未来三年碳酸锂的价格走势外，也需要考虑今年是否急需扩大市场份额求生存以及企业现金流，毕竟，选择电池一哥作为供应商需要预付款和保证金。这对车企来说是一笔不菲的资金。采用宁德时代电池的商用车车企B管理人员对汽车商业评论记者说，早在2021年就和宁德时代签署了五年采购协议，“量纲联动”的保证金近2000万元，如果采购量与协议相比减少就从保证金里扣，标准产线（非定制产线）的开发和服务费用为1亿元。而竞争对手在2021年年初就和排名前10位的一家电池企业签署了长协，锁定价格，避免了后面碳酸锂价格飙涨带来的联动涨价，总体算下来，使得单车成本节省了约10万元。目前，B车企也从排名前10的电池企业中导入二供，用于出口业务。该管理人员称，采用二供电池的单车有利可赚，宁德时代的电池比较贵，卖一辆车基本无利可图，但宁德时代的电池确实质量好。“我们不缺供应商。我们缺的是钱。”该管理人员说。不过，据前述接近宁德时代的业内人士了解，也有不在返利计划名单上的车企甚至海外车企客户找来，希望享受锂矿返利。鉴于其江西锂矿今年只能出产几万吨碳酸锂，这些车企可能要等到明年产量更多的时候才有利可返。（文中采访对象张晓安为化名）","news_type":1,"symbols_score_info":{"300750":0.9}},"isVote":1,"tweetType":1,"viewCount":1713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957706176,"gmtCreate":1677538782396,"gmtModify":1677538786643,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"themes":[],"htmlText":"😗","listText":"😗","text":"😗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957706176","repostId":"1106293277","repostType":4,"repost":{"id":"1106293277","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":1677508230,"share":"https://ttm.financial/m/news/1106293277?lang=en_US&edition=fundamental","pubTime":"2023-02-27 22:30","market":"us","language":"zh","title":"Opening | The three major U.S. stock indexes opened higher collectively, and new energy vehicle stocks rose generally","url":"https://stock-news.laohu8.com/highlight/detail?id=1106293277","media":"老虎资讯综合","summary":"2月27日，美股三大指数集体高开，道琼斯指数开盘上涨89.24点，涨幅0.27%，报32906.16点；标普500指数开盘上涨32.89点，涨幅0.83%，报4002.93点；纳斯达克综合指数开盘上涨","content":"<p><html><head></head><body>On February 27th, the three major U.S. stock indexes opened higher collectively, and the Dow Jones index opened up 89.24 points, or 0.27%, to 32,906.16 points; The S&P 500 opened up 32.89 points, or 0.83%, at 4002.93; The Nasdaq Composite opened up 126.30 points, or 1.11 percent, at 11,521.24.</p><p>New energy vehicle stocks rose generally,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up nearly 5%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>Up more than 5%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up more than 2%.</p><p>Biotech Corp.<a href=\"https://laohu8.com/S/SGEN\">Seagen</a>Up more than 13%,<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Early talks are underway to acquire the company, which is valued at more than $30 billion.</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>It has risen by more than 4%, and is releasing its own artificial intelligence robot chat tool based on ChatGPT.</p><p><a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It has risen by more than 3%. It is reported that Wen Xinyiyan will complete the internal test in March. At present, more than 400 head companies have announced their joining.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening | The three major U.S. stock indexes opened higher collectively, and new energy vehicle stocks rose generally</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\">\nOpening | The three major U.S. stock indexes opened higher collectively, and new energy vehicle stocks rose generally\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\">2023-02-27 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On February 27th, the three major U.S. stock indexes opened higher collectively, and the Dow Jones index opened up 89.24 points, or 0.27%, to 32,906.16 points; The S&P 500 opened up 32.89 points, or 0.83%, at 4002.93; The Nasdaq Composite opened up 126.30 points, or 1.11 percent, at 11,521.24.</p><p>New energy vehicle stocks rose generally,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up nearly 5%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>Up more than 5%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up more than 2%.</p><p>Biotech Corp.<a href=\"https://laohu8.com/S/SGEN\">Seagen</a>Up more than 13%,<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Early talks are underway to acquire the company, which is valued at more than $30 billion.</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>It has risen by more than 4%, and is releasing its own artificial intelligence robot chat tool based on ChatGPT.</p><p><a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It has risen by more than 3%. It is reported that Wen Xinyiyan will complete the internal test in March. At present, more than 400 head companies have announced their joining.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"NIO":"蔚来","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","PFE.AU":"PANTERA MINERALS LTD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","SNAP":"Snap Inc","SGXZ57979304.SGD":"United Global Healthcare A Acc SGD-H","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","LU0234572021.USD":"高盛美国核心股票组合Acc",".SPX":"S&P 500 Index","TSLA":"特斯拉","LI":"理想汽车","BIDU":"百度","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC",".IXIC":"NASDAQ Composite","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","PFE":"辉瑞","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","XPEV":"小鹏汽车","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4531":"中概回港概念","SGEN":"Seagen"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106293277","content_text":"2月27日，美股三大指数集体高开，道琼斯指数开盘上涨89.24点，涨幅0.27%，报32906.16点；标普500指数开盘上涨32.89点，涨幅0.83%，报4002.93点；纳斯达克综合指数开盘上涨126.30点，涨幅1.11%，报11521.24点。新能源汽车股普涨，理想汽车涨近5%，小鹏汽车涨超5%，蔚来、特斯拉涨逾2%。生物技术公司Seagen涨逾13%，辉瑞正就收购该公司进行早期谈判，估值超过300亿美元。Snap涨超4%，正发布基于ChatGPT的自有人工智能机器人聊天工具。百度涨超3%，据悉文心一言将在3月完成内测上线，目前已有400多家头部企业宣布加入。","news_type":1,"symbols_score_info":{"SNAP":0.9,"BIDU":0.9,".SPX":0.9,"TSLA":0.9,"SGEN":0.9,".IXIC":0.9,"LI":0.9,"NIO":0.9,"PFE":0.9,".DJI":0.9,"PFE.AU":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9082750293,"gmtCreate":1650606277936,"gmtModify":1676534762932,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"👏","listText":"👏","text":"👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082750293","repostId":"1100768030","repostType":2,"repost":{"id":"1100768030","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651112786,"share":"https://ttm.financial/m/news/1100768030?lang=en_US&edition=fundamental","pubTime":"2022-04-28 10:26","market":"us","language":"en","title":"Intel Earnings: PC Weakness May Weigh on Q1 Results","url":"https://stock-news.laohu8.com/highlight/detail?id=1100768030","media":"Tiger Newspress","summary":"Intel is slated to report its first-quarter 2022 results after the market close on Thursday, April 2","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> is slated to report its first-quarter 2022 results after the market close on Thursday, April 28.</p><p>The company is expected to report EPS of $0.80, down 42.45% from the prior-year quarter. Meanwhile, the latest consensus estimate is calling for revenue of $18.31 billion, down 7.5% from the prior-year quarter.</p><p><b>Latest Results</b></p><p>Intel reported fourth-quarter net income of $4.62 billion, or $1.13 a share, compared with $5.86 billion, or $1.42 a share, in the year-ago period. After adjusting for acquisition-related expenses and other items, Intel reported earnings of $1.09 a share, compared with $1.52 a share from a year ago.</p><p>Revenue rose to $20.53 billion from $19.98 billion in the year-ago quarter.</p><p>Analysts expected adjusted earnings of 90 cents a share on revenue of $18.33 billion, based on Intel&#39;s forecast of 90 cents a share and revenue of about $18.3 billion.</p><p>Gross margins for the quarter declined to 55.4% on a GAPP basis, and to 57.7% on a non-GAAP basis. Intel had forecast margins of 53.5% for the fourth quarter.</p><p><b>Intel Q1 Guidance</b></p><p>Chipmaker Intel Corp posted record fourth-quarter revenue, but forecast first-quarter earnings short of Wall Street expectations, as the world&#39;s largest chipmaker faces challenges linked to persistent global supply chain problems.</p><p>The company forecast first-quarter earnings per share of 80 cents, compared to an expectation of 86 cents, according to IBES data from Refinitiv.</p><p>The company expects first-quarter revenue of $18.3 billion, above analysts&#39; average estimates of $17.62 billion, according to IBES data from Refinitiv.</p><p><img src=\"https://static.tigerbbs.com/eb775cc932bca7262ee85ec066c5b095\" tg-width=\"865\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><b>Here&#39;s what to watch in Intel&#39;s upcoming report:</b></p><p>Intel could see headwinds from PC weakness, as Citi sees more bad data.</p><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> may start to experience some headwinds as PC shipments continue to come in below investment firm Citi&#39;s estimates.</p><p>Analyst Christopher Danely, who has a neutral rating and a $55 price target on Intel (INTC), noted that March notebook shipments were up 33% month-over-month. However, that was below expectations of a 42% rise. For the first quarter, shipments fell 20% quarter-over-quarter, worse than the 18% decline the bank was expecting.</p><p>&#34;We see this as another yellow flag and believe PC sales could cool off in the second half of 2022 due to a reversion to the mean after two straight years of double-digit growth,&#34; Danely wrote, reiterating the neutral rating on <a href=\"https://laohu8.com/S/INTC\">Intel</a>.</p><p>The weakness in the PC market is likely due to the continued shortage in component supplies, some logistical issues and a slowdown in demand for Chromebooks.</p><p>There may be a bit of a rebound in the second quarter, as the firm expects notebook shipments to rise 5% quarter-over-quarter, but that would be at the low end of what it normally is, due to the Russian invasion of Ukraine, which may impact demand in Europe.</p><p>But any rebound is likely to be short-lived, because even if enterprise notebook demand is &#34;stable,&#34; Danely pointed out that the consumer market appears to be &#34;decelerating rapidly.&#34;</p><p><b>Analyst Opinions:</b></p><p>According to Zacks, For the first quarter of 2022, Intel is expected to post earnings of $0.80 per share, indicating a change of -42.5% from the year-ago quarter.</p><p>The consensus earnings estimate of $3.49 for the current fiscal year indicates a year-over-year change of -36.2%.</p><p>For the next fiscal year, the consensus earnings estimate of $3.71 indicates a change of +6.3% from what Intel is expected to report a year ago. Over the past month, the estimate has remained unchanged.</p></body></html>","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>Intel Earnings: PC Weakness May Weigh on Q1 Results</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nIntel Earnings: PC Weakness May Weigh on Q1 Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-28 10:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> is slated to report its first-quarter 2022 results after the market close on Thursday, April 28.</p><p>The company is expected to report EPS of $0.80, down 42.45% from the prior-year quarter. Meanwhile, the latest consensus estimate is calling for revenue of $18.31 billion, down 7.5% from the prior-year quarter.</p><p><b>Latest Results</b></p><p>Intel reported fourth-quarter net income of $4.62 billion, or $1.13 a share, compared with $5.86 billion, or $1.42 a share, in the year-ago period. After adjusting for acquisition-related expenses and other items, Intel reported earnings of $1.09 a share, compared with $1.52 a share from a year ago.</p><p>Revenue rose to $20.53 billion from $19.98 billion in the year-ago quarter.</p><p>Analysts expected adjusted earnings of 90 cents a share on revenue of $18.33 billion, based on Intel&#39;s forecast of 90 cents a share and revenue of about $18.3 billion.</p><p>Gross margins for the quarter declined to 55.4% on a GAPP basis, and to 57.7% on a non-GAAP basis. Intel had forecast margins of 53.5% for the fourth quarter.</p><p><b>Intel Q1 Guidance</b></p><p>Chipmaker Intel Corp posted record fourth-quarter revenue, but forecast first-quarter earnings short of Wall Street expectations, as the world&#39;s largest chipmaker faces challenges linked to persistent global supply chain problems.</p><p>The company forecast first-quarter earnings per share of 80 cents, compared to an expectation of 86 cents, according to IBES data from Refinitiv.</p><p>The company expects first-quarter revenue of $18.3 billion, above analysts&#39; average estimates of $17.62 billion, according to IBES data from Refinitiv.</p><p><img src=\"https://static.tigerbbs.com/eb775cc932bca7262ee85ec066c5b095\" tg-width=\"865\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><b>Here&#39;s what to watch in Intel&#39;s upcoming report:</b></p><p>Intel could see headwinds from PC weakness, as Citi sees more bad data.</p><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> may start to experience some headwinds as PC shipments continue to come in below investment firm Citi&#39;s estimates.</p><p>Analyst Christopher Danely, who has a neutral rating and a $55 price target on Intel (INTC), noted that March notebook shipments were up 33% month-over-month. However, that was below expectations of a 42% rise. For the first quarter, shipments fell 20% quarter-over-quarter, worse than the 18% decline the bank was expecting.</p><p>&#34;We see this as another yellow flag and believe PC sales could cool off in the second half of 2022 due to a reversion to the mean after two straight years of double-digit growth,&#34; Danely wrote, reiterating the neutral rating on <a href=\"https://laohu8.com/S/INTC\">Intel</a>.</p><p>The weakness in the PC market is likely due to the continued shortage in component supplies, some logistical issues and a slowdown in demand for Chromebooks.</p><p>There may be a bit of a rebound in the second quarter, as the firm expects notebook shipments to rise 5% quarter-over-quarter, but that would be at the low end of what it normally is, due to the Russian invasion of Ukraine, which may impact demand in Europe.</p><p>But any rebound is likely to be short-lived, because even if enterprise notebook demand is &#34;stable,&#34; Danely pointed out that the consumer market appears to be &#34;decelerating rapidly.&#34;</p><p><b>Analyst Opinions:</b></p><p>According to Zacks, For the first quarter of 2022, Intel is expected to post earnings of $0.80 per share, indicating a change of -42.5% from the year-ago quarter.</p><p>The consensus earnings estimate of $3.49 for the current fiscal year indicates a year-over-year change of -36.2%.</p><p>For the next fiscal year, the consensus earnings estimate of $3.71 indicates a change of +6.3% from what Intel is expected to report a year ago. Over the past month, the estimate has remained unchanged.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100768030","content_text":"Intel is slated to report its first-quarter 2022 results after the market close on Thursday, April 28.The company is expected to report EPS of $0.80, down 42.45% from the prior-year quarter. Meanwhile, the latest consensus estimate is calling for revenue of $18.31 billion, down 7.5% from the prior-year quarter.Latest ResultsIntel reported fourth-quarter net income of $4.62 billion, or $1.13 a share, compared with $5.86 billion, or $1.42 a share, in the year-ago period. After adjusting for acquisition-related expenses and other items, Intel reported earnings of $1.09 a share, compared with $1.52 a share from a year ago.Revenue rose to $20.53 billion from $19.98 billion in the year-ago quarter.Analysts expected adjusted earnings of 90 cents a share on revenue of $18.33 billion, based on Intel's forecast of 90 cents a share and revenue of about $18.3 billion.Gross margins for the quarter declined to 55.4% on a GAPP basis, and to 57.7% on a non-GAAP basis. Intel had forecast margins of 53.5% for the fourth quarter.Intel Q1 GuidanceChipmaker Intel Corp posted record fourth-quarter revenue, but forecast first-quarter earnings short of Wall Street expectations, as the world's largest chipmaker faces challenges linked to persistent global supply chain problems.The company forecast first-quarter earnings per share of 80 cents, compared to an expectation of 86 cents, according to IBES data from Refinitiv.The company expects first-quarter revenue of $18.3 billion, above analysts' average estimates of $17.62 billion, according to IBES data from Refinitiv.Here's what to watch in Intel's upcoming report:Intel could see headwinds from PC weakness, as Citi sees more bad data.Intel may start to experience some headwinds as PC shipments continue to come in below investment firm Citi's estimates.Analyst Christopher Danely, who has a neutral rating and a $55 price target on Intel (INTC), noted that March notebook shipments were up 33% month-over-month. However, that was below expectations of a 42% rise. For the first quarter, shipments fell 20% quarter-over-quarter, worse than the 18% decline the bank was expecting.\"We see this as another yellow flag and believe PC sales could cool off in the second half of 2022 due to a reversion to the mean after two straight years of double-digit growth,\" Danely wrote, reiterating the neutral rating on Intel.The weakness in the PC market is likely due to the continued shortage in component supplies, some logistical issues and a slowdown in demand for Chromebooks.There may be a bit of a rebound in the second quarter, as the firm expects notebook shipments to rise 5% quarter-over-quarter, but that would be at the low end of what it normally is, due to the Russian invasion of Ukraine, which may impact demand in Europe.But any rebound is likely to be short-lived, because even if enterprise notebook demand is \"stable,\" Danely pointed out that the consumer market appears to be \"decelerating rapidly.\"Analyst Opinions:According to Zacks, For the first quarter of 2022, Intel is expected to post earnings of $0.80 per share, indicating a change of -42.5% from the year-ago quarter.The consensus earnings estimate of $3.49 for the current fiscal year indicates a year-over-year change of -36.2%.For the next fiscal year, the consensus earnings estimate of $3.71 indicates a change of +6.3% from what Intel is expected to report a year ago. Over the past month, the estimate has remained unchanged.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147718806,"gmtCreate":1626391255705,"gmtModify":1703759087968,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147718806","repostId":"2151575910","repostType":4,"repost":{"id":"2151575910","kind":"highlight","pubTimestamp":1626384989,"share":"https://ttm.financial/m/news/2151575910?lang=en_US&edition=fundamental","pubTime":"2021-07-16 05:36","market":"us","language":"zh","title":"Foreign media headlines: The Federal Reserve ignores inflation and is hot! The market contains unexpected risks","url":"https://stock-news.laohu8.com/highlight/detail?id=2151575910","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、鲍威尔再次被追问通胀问题 称美联储正关注风险\n\n\n2、El-Erian：美联储无视通胀火爆 将面临政策失误或市场意外风险\n\n\n3、央行数字货币或对","content":"<p><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1. Powell was pressed about inflation again, saying that the Federal Reserve was paying attention to risks</b><b>2. El-Erian: The Fed will face policy mistakes or market surprises if it ignores hot inflation</b><b>3. Central bank digital currency or competition for cryptocurrency Bitcoin accelerated its decline amid this concern</b><b>4. The decline of residential sales in the United States leads to the scarcity of market stock due to the scramble of buyers</b><b>5. Evans of the Federal Reserve: More progress needs to be made in employment before cutting down</b><b>6、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn Ark Fund to repeat dot-com bubble-era 'bull trap'</b><img src=\"https://static.tigerbbs.com/839101c234b07aa0606aef304368acf7\" tg-width=\"500\" tg-height=\"349\" referrerpolicy=\"no-referrer\"></p><p><b>Powell Pressed Again About Inflation Says Fed Is Looking at Risk</b></p><p>For the second day in a row, Federal Reserve Chairman Powell defended his stance of keeping policy loose despite troubling levels of inflation.</p><p>\"This shock to the system has to do with the restart of the economy and pushing inflation well above 2%, and we are certainly upset about that,\" he told the Senate Banking Committee on Thursday.</p><p>Powell called the current price rise a \"unique\" phenomenon in history and said the Fed is watching closely to see if its expectations of temporarily high inflation are correct and whether inflation is likely to last longer.</p><p>\"So we're trying to understand the basics and the risks,\" he said.</p><p>Powell said prices have soared so far mainly in limited areas such as used cars, reiterating that he expects those increases to be temporary.</p><p>\"It's temporary, and there's no point in reacting to it from that perspective,\" he said.</p><p><img src=\"https://static.tigerbbs.com/034fc45bd0cb53c1c7b4b56d452cc8a7\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>El-Erian: The Fed risks policy mistakes or market surprises by ignoring hot inflation</b></p><p>El-Erian, the chief economic adviser of Allianz, published an op-ed saying that it is a serious fact that the U.S. CPI and PPI are both higher. It shows that the rate of inflation that is actually occurring is accompanied by additional inflation in the making. This goes against the Fed's repeated view that inflation is temporary, especially as the base effect has largely faded.</p><p>A big event this week was Fed Chair Powell's congressional hearing on Wednesday, when he acknowledged that inflation has been higher than the Fed expected and has been going on for longer. However, when it comes to policy implications, he immediately returns to the oft-repeated \"temporary\" mantra in favor of unchanged policy positions. New York Federal Reserve Bank President John Williams delivered a similar message on Monday, confirming that two of the three most influential Fed officials- -and the policymakers the markets are paying the most attention to- -remain inclined to maintain hyper-stimulatory policies despite repeated underestimates of economic growth and inflation.</p><p>El-Erian believes that the longer the Fed's current policy allocation lasts, the greater the risk of monetary policy errors. And the longer the economic-policy disconnect lasts, the more risk-taking behavior in the market will be, and the greater the risk of unexpected occurrences.</p><p><img src=\"https://static.tigerbbs.com/d0aeb4f41704121f0f395f77be2e94e0\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p><b>Central bank digital currencies may compete with cryptocurrencies Bitcoin accelerates decline amid such concerns</b></p><p>Cryptocurrency and central bank digital currency (CBDC) prospects are again in the spotlight. Federal Reserve Chairman Powell stressed at this week's hearing that it needs to be done the right way. Meanwhile, the ECB has taken a major step towards digital currencies by approving the digital euro project to enter the \"investigative phase\", which could finally bring the digital euro to the ground around the middle of 2021-2030.</p><p>\"As all over the world<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>Exploring the idea of a digital currency, investors realized there was a lot of competition in the space. This could dilute the valuation of some digital assets currently in use, \"said Brian Vendig, president of MJP Wealth Advisors. \"Investors are weighing a lot, and digital assets may lose some of their shine due to their volatility.\"</p><p>The prospect of central banks developing digital currencies could put pressure on cryptocurrencies, a view echoed by others. Susannah Streeter, senior investment and markets analyst at Hargreaves Lansdown, said: \"Crypto's loss of advantage comes amid growing speculation about the impact of digital currency launches by various central banks.\"</p><p><img src=\"https://static.tigerbbs.com/d7ae005dad5c04b425766f93266c60b9\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\"></p><p><b>U.S. Residential Sales Slip Buyers Scramble to Scarce Market Stock</b></p><p>In the most competitive housing market in U.S. history, sales are starting to stall.</p><p><a href=\"https://laohu8.com/S/RDFN\">Redfin Corp</a>U.S. real estate transactions fell 1.2% month-on-month in June, the largest monthly decline over the same period since records began in 2012, according to seasonally adjusted data from. Inventory reached an all-time low, selling on average within 14 days of listing, the fastest speed ever.</p><p>Remote work, combined with extremely low mortgage rates, has sent buyers flocking to American suburbs and affordable cities. The median home price rose 25% in June from a year earlier to a record $386,888.</p><p>\"We are entering a new phase in the housing market,\" Redfin chief economist Daryl Fairweather said in an announcement. \"Price increases are beyond what many buyers can afford.\"</p><p><img src=\"https://static.tigerbbs.com/91d5a82b4786c64628f5a7379187ad40\" tg-width=\"550\" tg-height=\"329\" referrerpolicy=\"no-referrer\"></p><p><b>Fed's Evans: More Progress on Jobs Before Cutdown</b></p><p>Charles Evans, president of the Federal Reserve Bank of Chicago, said Thursday that U.S. job growth was slower than he expected and that the job market needs more improvement before the Federal Reserve starts to reduce its support for the economy.</p><p>Evans said: \"Given that employment growth has been lower than I expected in recent months, I would say that we need to do more to reach the threshold of 'substantial further progress' in adjusting our monetary policy stance.\"</p><p>Evans said it would take \"more than a few months\" to determine the right timing for the downsizing.</p><p>On inflation, Evans said he was confident enough that high inflation would be temporary. If inflation looks more persistent, then the Fed may need to adjust its stance earlier.</p><p>Evans believes the U.S. will see substantial further progress by the end of the year, still believing the Fed will raise interest rates in 2024.</p><p><img src=\"https://static.tigerbbs.com/deb2be8133054345917ff3f2e7aca29e\" tg-width=\"536\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn Ark Fund to repeat dot-com bubble-era 'bull trap'</b></p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Shawn Quigg of Cathie Wood's flagship ETF is showing a lot of bubbly nature, similar to the growth stock fund of 2000, and investors should consider shorting it through options.</p><p>The derivatives strategist believes a rise in U.S. Treasury Bond yields in the second half of the year could trigger<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(symbol ARKK) fell. The fund has gained about 19% since mid-May.</p><p>\"Into a bull trap reversal,\" Quigg wrote in a client note Thursday. \"The potential yield rise could be a catalyst to accelerate ARKK's decline, coupled with the large conventional tech stocks continuing to outperform disruptive tech stocks, driving ARKK into a selloff phase.\"</p><p>The U.S. 10-year Treasury Bond yield has already fallen more than 40 basis points from its recent high at the end of March to around 1.32%, helping to fuel ARKK's rally. Quigg believes this is a technical market that will reverse as the economy reopens trading to regain its footing for the rest of the year.</p>","source":"XLCJ","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>Foreign media headlines: The Federal Reserve ignores inflation and is hot! 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The market contains unexpected risks\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\">2021-07-16 05:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1. Powell was pressed about inflation again, saying that the Federal Reserve was paying attention to risks</b><b>2. El-Erian: The Fed will face policy mistakes or market surprises if it ignores hot inflation</b><b>3. Central bank digital currency or competition for cryptocurrency Bitcoin accelerated its decline amid this concern</b><b>4. The decline of residential sales in the United States leads to the scarcity of market stock due to the scramble of buyers</b><b>5. Evans of the Federal Reserve: More progress needs to be made in employment before cutting down</b><b>6、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn Ark Fund to repeat dot-com bubble-era 'bull trap'</b><img src=\"https://static.tigerbbs.com/839101c234b07aa0606aef304368acf7\" tg-width=\"500\" tg-height=\"349\" referrerpolicy=\"no-referrer\"></p><p><b>Powell Pressed Again About Inflation Says Fed Is Looking at Risk</b></p><p>For the second day in a row, Federal Reserve Chairman Powell defended his stance of keeping policy loose despite troubling levels of inflation.</p><p>\"This shock to the system has to do with the restart of the economy and pushing inflation well above 2%, and we are certainly upset about that,\" he told the Senate Banking Committee on Thursday.</p><p>Powell called the current price rise a \"unique\" phenomenon in history and said the Fed is watching closely to see if its expectations of temporarily high inflation are correct and whether inflation is likely to last longer.</p><p>\"So we're trying to understand the basics and the risks,\" he said.</p><p>Powell said prices have soared so far mainly in limited areas such as used cars, reiterating that he expects those increases to be temporary.</p><p>\"It's temporary, and there's no point in reacting to it from that perspective,\" he said.</p><p><img src=\"https://static.tigerbbs.com/034fc45bd0cb53c1c7b4b56d452cc8a7\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>El-Erian: The Fed risks policy mistakes or market surprises by ignoring hot inflation</b></p><p>El-Erian, the chief economic adviser of Allianz, published an op-ed saying that it is a serious fact that the U.S. CPI and PPI are both higher. It shows that the rate of inflation that is actually occurring is accompanied by additional inflation in the making. This goes against the Fed's repeated view that inflation is temporary, especially as the base effect has largely faded.</p><p>A big event this week was Fed Chair Powell's congressional hearing on Wednesday, when he acknowledged that inflation has been higher than the Fed expected and has been going on for longer. However, when it comes to policy implications, he immediately returns to the oft-repeated \"temporary\" mantra in favor of unchanged policy positions. New York Federal Reserve Bank President John Williams delivered a similar message on Monday, confirming that two of the three most influential Fed officials- -and the policymakers the markets are paying the most attention to- -remain inclined to maintain hyper-stimulatory policies despite repeated underestimates of economic growth and inflation.</p><p>El-Erian believes that the longer the Fed's current policy allocation lasts, the greater the risk of monetary policy errors. And the longer the economic-policy disconnect lasts, the more risk-taking behavior in the market will be, and the greater the risk of unexpected occurrences.</p><p><img src=\"https://static.tigerbbs.com/d0aeb4f41704121f0f395f77be2e94e0\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p><b>Central bank digital currencies may compete with cryptocurrencies Bitcoin accelerates decline amid such concerns</b></p><p>Cryptocurrency and central bank digital currency (CBDC) prospects are again in the spotlight. Federal Reserve Chairman Powell stressed at this week's hearing that it needs to be done the right way. Meanwhile, the ECB has taken a major step towards digital currencies by approving the digital euro project to enter the \"investigative phase\", which could finally bring the digital euro to the ground around the middle of 2021-2030.</p><p>\"As all over the world<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>Exploring the idea of a digital currency, investors realized there was a lot of competition in the space. This could dilute the valuation of some digital assets currently in use, \"said Brian Vendig, president of MJP Wealth Advisors. \"Investors are weighing a lot, and digital assets may lose some of their shine due to their volatility.\"</p><p>The prospect of central banks developing digital currencies could put pressure on cryptocurrencies, a view echoed by others. Susannah Streeter, senior investment and markets analyst at Hargreaves Lansdown, said: \"Crypto's loss of advantage comes amid growing speculation about the impact of digital currency launches by various central banks.\"</p><p><img src=\"https://static.tigerbbs.com/d7ae005dad5c04b425766f93266c60b9\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\"></p><p><b>U.S. Residential Sales Slip Buyers Scramble to Scarce Market Stock</b></p><p>In the most competitive housing market in U.S. history, sales are starting to stall.</p><p><a href=\"https://laohu8.com/S/RDFN\">Redfin Corp</a>U.S. real estate transactions fell 1.2% month-on-month in June, the largest monthly decline over the same period since records began in 2012, according to seasonally adjusted data from. Inventory reached an all-time low, selling on average within 14 days of listing, the fastest speed ever.</p><p>Remote work, combined with extremely low mortgage rates, has sent buyers flocking to American suburbs and affordable cities. The median home price rose 25% in June from a year earlier to a record $386,888.</p><p>\"We are entering a new phase in the housing market,\" Redfin chief economist Daryl Fairweather said in an announcement. \"Price increases are beyond what many buyers can afford.\"</p><p><img src=\"https://static.tigerbbs.com/91d5a82b4786c64628f5a7379187ad40\" tg-width=\"550\" tg-height=\"329\" referrerpolicy=\"no-referrer\"></p><p><b>Fed's Evans: More Progress on Jobs Before Cutdown</b></p><p>Charles Evans, president of the Federal Reserve Bank of Chicago, said Thursday that U.S. job growth was slower than he expected and that the job market needs more improvement before the Federal Reserve starts to reduce its support for the economy.</p><p>Evans said: \"Given that employment growth has been lower than I expected in recent months, I would say that we need to do more to reach the threshold of 'substantial further progress' in adjusting our monetary policy stance.\"</p><p>Evans said it would take \"more than a few months\" to determine the right timing for the downsizing.</p><p>On inflation, Evans said he was confident enough that high inflation would be temporary. If inflation looks more persistent, then the Fed may need to adjust its stance earlier.</p><p>Evans believes the U.S. will see substantial further progress by the end of the year, still believing the Fed will raise interest rates in 2024.</p><p><img src=\"https://static.tigerbbs.com/deb2be8133054345917ff3f2e7aca29e\" tg-width=\"536\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn Ark Fund to repeat dot-com bubble-era 'bull trap'</b></p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Shawn Quigg of Cathie Wood's flagship ETF is showing a lot of bubbly nature, similar to the growth stock fund of 2000, and investors should consider shorting it through options.</p><p>The derivatives strategist believes a rise in U.S. Treasury Bond yields in the second half of the year could trigger<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(symbol ARKK) fell. The fund has gained about 19% since mid-May.</p><p>\"Into a bull trap reversal,\" Quigg wrote in a client note Thursday. \"The potential yield rise could be a catalyst to accelerate ARKK's decline, coupled with the large conventional tech stocks continuing to outperform disruptive tech stocks, driving ARKK into a selloff phase.\"</p><p>The U.S. 10-year Treasury Bond yield has already fallen more than 40 basis points from its recent high at the end of March to around 1.32%, helping to fuel ARKK's rally. Quigg believes this is a technical market that will reverse as the economy reopens trading to regain its footing for the rest of the year.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-07-16/doc-ikqciyzk5721733.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/082208e3c37780dd55878056410ffa43","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SPXU":"三倍做空标普500ETF-ProShares","OEX":"标普100","QID":"两倍做空纳斯达克指数ETF-ProShares","DOG":"道指ETF-ProShares做空","IVV":"标普500ETF-iShares","UPRO":"三倍做多标普500ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","SPY":"标普500ETF","DXD":"两倍做空道琼30指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SH":"做空标普500-Proshares","QQQ":"纳指100ETF","SDOW":"三倍做空道指30ETF-ProShares","DJX":"1/100道琼斯",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","UDOW":"三倍做多道指30ETF-ProShares",".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-07-16/doc-ikqciyzk5721733.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151575910","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、鲍威尔再次被追问通胀问题 称美联储正关注风险\n\n\n2、El-Erian：美联储无视通胀火爆 将面临政策失误或市场意外风险\n\n\n3、央行数字货币或对加密货币构成竞争 比特币在这种担忧中加速下跌\n\n\n4、美国住宅销量下滑 买家争抢导致市场存量稀缺\n\n\n5、美联储埃文斯：在减码之前需在就业方面取得更多进展\n\n\n6、摩根大通策略师警告Ark Fund重蹈网络泡沫时代的“牛市陷阱”\n\n\n鲍威尔再次被追问通胀问题 称美联储正关注风险\n尽管通胀达到令人不安的水平，美联储主席鲍威尔还是连续第二天为保持政策宽松的立场辩护。\n他于周四对参议院银行业委员会表示：“系统经受的这个冲击与经济重启有关，并使通胀率远超2%，当然我们对此感到不安。”\n鲍威尔将当前价格上涨称为史上“独特”现象，并表示美联储正密切观察其关于通胀暂时高企的预期是否正确，通胀是否可能持续更久。\n“所以我们正努力了解基本情形及风险，”他表示。\n鲍威尔表示，迄今为止价格飙升的主要是二手车等有限领域，重申他预计这些上涨是暂时的。\n“这是暂时的，就这个角度而言，对此作出反应没有意义，”他说道。\n\nEl-Erian：美联储无视通胀火爆 将面临政策失误或市场意外风险\n安联首席经济顾问El-Erian发表专栏文章称，美国CPI和PPI双双走高是严重的事实。它表明，实际发生的通胀率正伴随着酝酿中的额外通胀率。这有悖于美联储一再认为通胀是暂时的观点，尤其是在基数效应已经基本淡出的情况下。\n本周的一个重要事件是美联储主席鲍威尔周三的国会听证会，当时他承认通胀一直高于美联储预期，并且持续时间更长。然而，在谈到政策影响时，他立即回到了经常重复的“暂时性”口头禅，以支持政策立场不变。纽约联邦储备银行行长John Williams周一传递了类似的信息，证实了三位最有影响力美联储官员中的两位--这也是市场最为关注的决策者--仍然倾向于维持超刺激性政策，尽管经济增速和通胀一再被低估。\nEl-Erian认为，美联储当前政策配置持续的时间越长，货币政策出现失误的风险就越大。而经济-政策脱节持续的时间越长，市场中的冒险行为就会越多，出现意外的风险也就越大。\n\n央行数字货币或对加密货币构成竞争 比特币在这种担忧中加速下跌\n加密货币和央行数字货币（CBDC）前景再度成为关注焦点。美联储主席鲍威尔在本周听证会上强调，需要以正确方式做这件事。与此同时，欧洲央行向数字货币迈出重大一步，批准数字欧元项目进入“调查阶段”，这可能最终使数字欧元在2021-2030年中期左右落地。\n“随着世界各地中央银行探讨数字货币的想法，投资者意识到该领域存在很多竞争。这可能会稀释目前使用的一些数字资产的估值，”MJP Wealth Advisors总裁 Brian Vendig表示。“投资者正在权衡很多因素，数字资产可能因其不稳定性而失去一些光芒。”\n央行开发数字货币的前景可能给加密货币带来压力，这个观点得到了其他人赞同。Hargreaves Lansdown高级投资和市场分析师 Susannah Streeter表示：“加密货币失去优势正值人们对各央行推出数字货币的影响抱有越来越多猜测。”\n\n美国住宅销量下滑 买家争抢导致市场存量稀缺\n在美国历史上竞争最激烈的房地产市场，销售开始停滞。\nRedfin Corp．的季节性因素调整后数据显示，美国6月份房产交易量环比下降1.2%，是2012年有记录以来最大同期月度降幅。库存达到历史最低，平均挂牌14天即售出，是有史以来最快速度。\n远程工作加上极低的抵押贷款利率，令大量买家涌向美国郊区和房价实惠的城市。6月房价中值较上年同期上涨25%，达到创纪录的386，888美元。\n“我们进入了房地产市场的新阶段，”Redfin首席经济学家Daryl Fairweather在一份公告中说。“价格上涨超出了许多买家的承受能力。”\n\n美联储埃文斯：在减码之前需在就业方面取得更多进展\n芝加哥联邦储备银行行长查尔斯-埃文斯（Charles Evans）周四表示，美国就业增长低于他的预期，在美联储开始减少对经济的支持之前，就业市场还需要更多的改善。\n埃文斯称：“鉴于最近几个月就业增长低于我的预期，我要说的是，我们还需要做更多的事情，才能达到调整货币政策立场的‘实质性的进一步进展’的门槛。”\n埃文斯表示，需要“几个月多”的时间来确定减码的合适时机。\n在通胀问题上，埃文斯表示，他有足够的信心，认为高通胀将是暂时的。如果通胀看起来更持久，那么美联储可能需要早些调整立场。\n埃文斯认为，美国将在年底前看到实质性的进一步进展，仍认为美联储将于2024年加息。\n\n摩根大通策略师警告Ark Fund重蹈网络泡沫时代的“牛市陷阱”\n摩根大通的Shawn Quigg认为，Cathie Wood的旗舰ETF正在显示出很多泡沫性质，类似于2000年的增长股基金，投资者应考虑通过期权做空它。\n这位衍生品策略师认为，美国国债收益率下半年的上升可能会触发ARK Innovation ETF（代码ARKK）下跌。该基金自5月中旬以来已上涨约19%。\n“进入牛市陷阱逆转，”Quigg在周四的客户报告中写道。“潜在的收益率上升可能是加速ARKK下跌的催化剂，加上大型常规性科技股继续跑赢破坏性科技股，促使ARKK进入抛售阶段。”\n美国10年期国债收益率已经从3月底的近期高点下跌逾40个基点，至1.32%左右，帮助推动了ARKK的反弹。Quigg认为这是一个技术性行情，随着经济重开交易在今年余下时间里重新立足，上述行情将逆转。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"QID":0.9,"QQQ":0.9,"SDS":0.9,"UDOW":0.9,"OEF":0.9,"NQmain":0.9,"IVV":0.9,"DOG":0.9,".SPX":0.9,"ESmain":0.9,"MNQmain":0.9,"DJX":0.9,"DDM":0.9,"SSO":0.9,".DJI":0.9,"SPXU":0.9,"TQQQ":0.9,".IXIC":0.9,"OEX":0.9,"SQQQ":0.9,"SDOW":0.9,"QLD":0.9,"UPRO":0.9,"SPY":0.9,"SH":0.9,"PSQ":0.9,"DXD":0.9}},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905317846,"gmtCreate":1659830418187,"gmtModify":1703766761730,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"😝","listText":"😝","text":"😝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905317846","repostId":"1151833716","repostType":4,"repost":{"id":"1151833716","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":1659747289,"share":"https://ttm.financial/m/news/1151833716?lang=en_US&edition=fundamental","pubTime":"2022-08-06 08:54","market":"us","language":"zh","title":"Last Night This Morning | Violent rate hike Expected Reignited! Another \"epic\" demon stock \"\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1151833716","media":"老虎资讯综合","summary":"市场预测美联储第三次加息75个基点的概率接近70%。拜登当天在发表讲话时表示，“美国政府将让骗子偿还其偷来的东西，并根据法律追究其责任”。","content":"<p><html><head></head><body>Abstract: ① The non-farm payrolls data in the United States in July far exceeded expectations, which strengthened the market expectation that the Federal Reserve would adhere to a radical rate hike to curb inflation; ② Hong Kong-funded securities firm Zhifu Financing once soared 50 times on the first day of listing.<a href=\"https://laohu8.com/S/HKD\">Shang multiplied numbers</a>Down nearly 10%; ③ Moscow Exchange will allow non-residents from friendly countries to enter the forward market for trading from August 8th. Details>> Overseas Markets</p><p>1. Non-agricultural data strengthens the Fed's rate hike expectation that U.S. stocks close mixed</p><p>U.S. Stocks U.S. stocks closed mixed Friday. Both the Nasdaq and the S&P 500 recorded gains this week. U.S. non-farm payrolls data in July far exceeded expectations, reinforcing market expectations that the Federal Reserve will insist on an aggressive rate hike to curb inflation. Markets are predicting a 75 basis point probability of a third Fed rate hike of nearly 70%.</p><p>The Dow rose 76.65 points, or 0.23%, to 32,803.47 points; The Nasdaq fell 63.03 points, or 0.50%, to 12,657.55 points; The S&P 500 fell 6.75 points, or 0.16%, to 4,145.19.</p><p>2. Popular Chinese concept stocks closed mixed on Friday. Zhifu Financing once soared 50 times on the first day of listing<a href=\"https://laohu8.com/S/HKD\">Shang multiplied numbers</a>Down nearly 10%</p><p>Popular Chinese stocks closed mixed on Friday, with the Nasdaq China Golden Dragon Index closing down 1.83%.</p><p>Hong Kong-funded securities firm Zhifu Financing closed by 2325.00% on the first day of listing, and the intraday increase once reached 5262%. The IPO issue price was only USD 4, and the stock price once reached USD 235.95, which triggered multiple fuses;<a href=\"https://laohu8.com/S/HKD\">Shang multiplied numbers</a>It fell for three consecutive days, closing down nearly 10%, and the share price fell more than 70% from the peak.</p><p>3. Major European stock indexes collectively closed lower, and Germany's DAX30 index fell 0.6%</p><p>The monthly non-farm payroll data in the United States performed stronger than expected, rate hike expectations heated up, and major European stock indexes closed down collectively. Among them, Germany's DAX30 index fell 0.6%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index fell 0.12%, the French CAC40 fell 0.63% and the European Stoxx 50 fell 0.77%.</p><p>4. U.S. WTI crude oil closed 0.5% higher on Friday, down 9.7% this week</p><p>International crude oil futures prices closed slightly higher on Friday, with U.S. WTI oil prices rebounding from their lowest level since February. But recession fears sent WTI crude oil recording a nearly 10% drop this week.</p><p>West Texas Intermediate (WTI) crude oil futures for September delivery rose 47 cents, or 0.53%, to close at $89.01 a barrel on the New York Mercantile Exchange. WTI crude oil has lost more than 9.7% cumulatively this week.</p><p>5. New York gold futures closed down 0.7% on Friday. Non-agricultural data put pressure on gold prices</p><p>U.S. gold futures closed lower on Friday. The U.S. non-farm payrolls report in July eased fears of economic recession, and at the same time strengthened the market expectation that the Federal Reserve will insist on active tightening policy, putting pressure on gold futures prices.</p><p>Gold futures for December delivery settled down 0.7% at $1,778 an ounce on the New York Mercantile Exchange.</p><p>International macro</p><p>1. The non-agricultural surge of 528,000 in July in the United States \"frightened\" the market! Fed Gets Another Tightening 'Ammunition'</p><p>Both the total population of non-farm payrolls and the unemployment rate in the United States have returned to pre-COVID levels.</p><p>Rising recession fears do not appear to have affected the scorching U.S. job market. According to the data released by the U.S. Bureau of Labor Statistics on the 5th, the number of new jobs in the non-agricultural sector in the United States jumped by 528,000 in July this year, significantly higher than the expected 258,000, compared with 388,000 in the previous four months. The U.S. unemployment rate edged down by 0.1 percentage points to 3.5% that month, and the average hourly wage of employees increased by 5.2% year-over-year, higher than market expectations of 4.9%.</p><p>So far, both the total population of non-farm payrolls and the unemployment rate in the United States have returned to pre-COVID pandemic levels in February 2020, continuing to strengthen and support the Fed's hawkish stance.</p><p>2. The hot market price of employment data reflects the possibility of rate hike during the two meetings of the Federal Reserve</p><p>Interest-rate futures traders reacted to stronger-than-expected U.S. jobs data in July by acknowledging that Fed policymakers may rate hike again before their next regular policy meeting in September.</p><p>At one point, the August fed funds rate futures price fell to 97.64, with an implied interest rate level of 2.36%, which is 3 basis points above the current effective Federal Funds rate. At present, the effective Federal Funds rate is within the target range of 2.25%-2.5% Federal Funds rate announced by the Federal Reserve on July 27th.</p><p>The implied interest rate on interest rate futures then stabilized at around 2.345%, suggesting that a rate hike between the meetings is slim to none. However, the unusually long interval between sessions from July to September can pose additional risks.</p><p>3. The U.S. job market recorded the second fastest recovery since 1981. The Federal Reserve or another 75 basis points of rate hike</p><p>The U.S. added 528,000 non-farm payrolls in July, more than double what economists expected, and the job market returned to pre-pandemic levels.</p><p>Although the labor market contraction during the pandemic was the worst in modern history, the rebound marked the second-fastest recovery in the job market since 1981. Michael Pearce, senior U.S. economist at Capital Economics, said that the unexpectedly far-exceeded non-farm report also indicates that the Federal Reserve is likely to raise interest rates by 75 basis points at its September meeting, which will mark the third consecutive time that the Federal Reserve has made such a large rate hike.</p><p>4. US President Joe Biden signs two bills to hold accountable fraudsters who use the COVID-19 bail-out bill</p><p>On August 5, local time, US President Joe Biden signed two bipartisan bills to hold individuals and institutions accountable for using the COVID-19 bail-out bill to commit fraud. According to CNN, the two bills would extend the time limit for prosecutions against those who use the Paycheck Protection Program or COVID relief bill to commit fraud, extending the statute of limitations for criminal and civil enforcement against borrowers to 10 years. Speaking that day, Biden said that \"the U.S. government will let scammers pay back what they stole and hold them accountable according to the law.\"</p><p>5. New York state health officials warn that reported cases are only the tip of the iceberg and hundreds of people are infected with polio</p><p>On August 4th, local time, health officials in New York State said that poliovirus was detected in sewage outside New York City, indicating that the virus was spreading in the community. Now these officials are again warning that the reported cases are only the \"tip of the iceberg\" and that hundreds more may be infected with polio.</p><p>In July, a case of polio (polio) was reported in Rockland County, New York, the first in the United States in nearly a decade, and later, sewage samples tested positive for the poliovirus, indicating a larger outbreak is in the works, New York State Health Commissioner Dr. Mary Bassett said in a statement.</p><p>6. Consumer credit in the United States surged by more than $40 billion, the second highest increase in history</p><p>U.S. consumer credit soared in June, driven by a jump in credit card balances and a record increase in non-revolving credit, including auto and student loans.</p><p>Consumer credit rose $40.2 billion from the previous month, second only to a record $47.1 billion in March, according to data released by the Federal Reserve on Friday. The median economist expectation is an increase of $27 billion. These numbers are not adjusted for inflation.</p><p>Revolving credit balances, including credit cards, increased by $14.8 billion and non-revolving credit increased by $25.4 billion.</p><p>7. U.S. President Joe Biden still tests positive for COVID-19 and is still in quarantine</p><p>On August 5th, local time, the White House doctor said that US President Joe Biden still tested positive for the new coronavirus. At present, Biden's cough is almost completely improved, his body temperature, pulse, blood pressure, respiratory rate and other indicators are completely normal, and his lungs are unblocked. Biden remains in quarantine.</p><p>8. Canada's unemployment rate continued to remain historically low in July</p><p>On August 5th, local time, the latest labor force survey released by Statistics Canada showed that despite the loss of 31,000 jobs in July, Canada's unemployment rate remained at a record low of 4.9% in July, the same as in June.</p><p>The Canadian labour market remains exceptionally tight, with more than 1 million job openings across the country. The unemployment rate is the lowest on record.</p><p>The number of public sector employees declined while the number of self-employed increased and the number of private sector workers remained virtually unchanged.</p><p>9. U.S. Senate plans to vote on inflation reduction bill on the 6th</p><p>According to a CBS report on August 5th local time, the U.S. Senate plans to vote on the Inflation Reduction Act of 2022 on the 6th.</p><p>The Senate reportedly made key progress on the bill after Democrats agreed to change some of the tax proposal. Senate Majority Leader Chuck Schumer said at a press conference that day that the bill agreement retains the original core content including reducing the cost of prescription drugs, tackling climate change, closing tax loopholes, strengthening taxes on large companies and the wealthy, and reducing deficits.</p><p>It is reported that the policies in the Inflation Reduction Act of 2022 include allocating $369 billion to combat climate change, Medicare has the power to negotiate the price of certain drugs, limiting the out-of-pocket cost of Medicare, and extending the Affordable Care Act subsidy for 3 years.</p><p>Situation between Russia and Ukraine</p><p>1. The Moscow Exchange will allow non-residents from friendly countries to enter the forward market for trading from August 8</p><p>Russia's Moscow Exchange announced on the evening of August 5th that non-residents from friendly countries will be allowed to enter the forward market for trading from August 8th. At the same time, the announcement said that it will announce at a later time when non-residents of friendly countries will be allowed to enter the stock market for trading.</p><p>2. Foreign investors will return to the Russian blend market from Monday</p><p>On Friday, local time, the Moscow Exchange said that from next Monday (August 8th), investors from those \"friendly\" countries will be allowed to return to the Russian stock, bond, REPO and derivatives markets. Investors who have not imposed sanctions on Russia, or whose ultimate beneficiaries are Russians, will be allowed to trade in Russia.</p><p>Since the Russia-Ukraine conflict, in order to protect the Russian financial market, Russia has introduced a series of market support policies, and foreign investors' transactions have also been restricted.</p><p>Next, foreign investors will still be limited to trading, that is, only investors in \"friendly\" countries. The Moscow Exchange pointed out that banks and brokers providing trading services need to confirm the home country of customers.</p><p>3. Russian Deputy Prime Minister: Russian and Turkish presidents have reached a consensus on starting to pay part of Russian natural gas in rubles</p><p>On August 5th, local time, Russian Deputy Prime Minister Novak said that Russian President Vladimir Putin and Turkish President Recep Tayyip Erdogan have reached a consensus on starting to pay part of the cost of Russian natural gas supplied to Turkey through rubles.</p><p>On the same day, Russian President Vladimir Putin and Turkish President Recep Tayyip Erdogan held talks in Sochi, Russia. The talks lasted nearly four hours.</p><p>4. Russia announces sanctions on 62 Canadian citizens</p><p>On August 5, local time, the Russian Foreign Ministry issued an announcement saying that in response to Canada's renewal of anti-Russian sanctions on June 27 and July 7 this year, Russia decided to ban 62 Canadian citizens from entering Russia. The 62 included government officials, media journalists, social activists and military associates.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2257117425\" target=\"_blank\">Oracle cuts hundreds of jobs this week, reports say</a></p><p>According to reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle</a>Company laid off hundreds of employees this week as IT prioritized growing its healthcare IT services and cloud businesses.</p><p>Citing people familiar with the matter, the report said the layoffs mainly hit<a href=\"https://laohu8.com/S/ORCL\">Oracle</a>Employees in advertising and customer experience.</p><p>Oracle's layoffs come as the company recently received regulatory approval to acquire electronic medical records company Cerner Corp for $28.3 billion, placing an increasing emphasis on the cloud<a href=\"https://laohu8.com/S/HCSG\">Healthcare services</a>。</p><p>2、<a href=\"https://laohu8.com/NW/2257486114\" target=\"_blank\">Another \"epic demon stock\"? Hong Kong-funded securities firm Zhifu Financing once soared more than 50 times on the first day of listing</a></p><p>Following the multiplication of numbers, the US stock market may usher in another epic demon stock. On the first day of listing, Hong Kong-funded securities firm Zhifu Financing once soared more than 50 times, and the stock price hit a maximum of 235.95 USD/share in the day, which triggered the fuse many times during the session.</p><p>On Friday (August 5th), Eastern Time, Zhifu Financing (stock code MEGL) officially landed in the US stock market, with an IPO price of USD 4/share. The company plans to publicly issue 5 million ordinary shares, with an opening price of USD 50. After drastic fluctuations, it finally closed up by 2325% at USD 97/share.</p><p>3、<a href=\"https://laohu8.com/NW/2257192191\" target=\"_blank\">The wild rise of Shangcheng Digital became a rapid plunge to evaporate $160 billion in market value in two days</a></p><p>A little-known Hong Kong financial services firm's previously dizzyingly wild rally came to an abrupt halt, followed by a two-day plunge that halved the value of its U.S. -listed shares.</p><p>Shares of Amplifier Digital, which has been listed on the New York Stock Exchange for less than a month, hit a record high on Tuesday, but then plunged 52% by Thursday's close, wiping out about $160 billion in market value, more than<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>And<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The current total market capitalization of such companies.</p><p>Shares continued to swing wildly on Friday, swinging up and down, triggering a fuse at least once. Still, volumes remained very low at Amplifier Digital: fewer than 8,000 shares were traded as of 9:55 a.m. New York time. In each of the past four trading days, the stock has had a total daily turnover of less than 500,000 shares.</p><p>4、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Will acquire consumer category for about $1.7 billion<a href=\"https://laohu8.com/S/300024\">Robot</a>Corporate iRobot Acceleration<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Home Furnishing Business Growth</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(AMZN.O) announced Friday that it has agreed to acquire Consumer for $61 per share for a total price of about $1.7 billion<a href=\"https://laohu8.com/S/300024\">Robot</a>Corp. iRobot (IRBT.O). iRobot's best-known product is the Roomba vacuum cleaner, which will work with voice assistants Alexa, Astro<a href=\"https://laohu8.com/S/300024\">Robot</a>Wait together, join in<a href=\"https://laohu8.com/S/AMZN\">Amazon</a><a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Home Features Checklist. Neil Saunders, managing director of GlobalData Retail, called the move part of Amazon's efforts to own some of its home space through services and accelerate growth outside of its Retail sector. Amazon hasn't had much success with home robots yet, but the acquisition of iRobot and the company's strong market reputation provide a \"huge foothold in the consumer robotics market\" that could help Amazon replicate its Echo line, according to ABI Research analyst Lian Jye Su<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The success of the speaker box.</p><p>5、<a href=\"https://laohu8.com/NW/2257711744\" target=\"_blank\">American tech giants collectively downsized, Amazon reduced nearly 100,000 staff in a single quarter</a></p><p>American technology giants collectively shrank down, and Amazon shrank nearly 100,000 staff in a single quarter.</p><p>Recently, the international technology giant Amazon (NASDAQ:AMZN) reported its second quarter 2022 financial report, with revenue of US$121.2 billion, a year-on-year increase of 7%, and a net loss of US$2 billion, compared with a net profit of US$7.8 billion in the same period last year. Combined the first two quarters of this year, Amazon posted a net loss of nearly $5.9 billion. It should be pointed out that this is the first time that Amazon has recorded a net loss in its semi-annual report since 2015.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last Night This Morning | Violent rate hike Expected Reignited! Another \"epic\" demon stock \"\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast Night This Morning | Violent rate hike Expected Reignited! Another \"epic\" demon stock \"\"\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-08-06 08:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① The non-farm payrolls data in the United States in July far exceeded expectations, which strengthened the market expectation that the Federal Reserve would adhere to a radical rate hike to curb inflation; ② Hong Kong-funded securities firm Zhifu Financing once soared 50 times on the first day of listing.<a href=\"https://laohu8.com/S/HKD\">Shang multiplied numbers</a>Down nearly 10%; ③ Moscow Exchange will allow non-residents from friendly countries to enter the forward market for trading from August 8th. Details>> Overseas Markets</p><p>1. Non-agricultural data strengthens the Fed's rate hike expectation that U.S. stocks close mixed</p><p>U.S. Stocks U.S. stocks closed mixed Friday. Both the Nasdaq and the S&P 500 recorded gains this week. U.S. non-farm payrolls data in July far exceeded expectations, reinforcing market expectations that the Federal Reserve will insist on an aggressive rate hike to curb inflation. Markets are predicting a 75 basis point probability of a third Fed rate hike of nearly 70%.</p><p>The Dow rose 76.65 points, or 0.23%, to 32,803.47 points; The Nasdaq fell 63.03 points, or 0.50%, to 12,657.55 points; The S&P 500 fell 6.75 points, or 0.16%, to 4,145.19.</p><p>2. Popular Chinese concept stocks closed mixed on Friday. Zhifu Financing once soared 50 times on the first day of listing<a href=\"https://laohu8.com/S/HKD\">Shang multiplied numbers</a>Down nearly 10%</p><p>Popular Chinese stocks closed mixed on Friday, with the Nasdaq China Golden Dragon Index closing down 1.83%.</p><p>Hong Kong-funded securities firm Zhifu Financing closed by 2325.00% on the first day of listing, and the intraday increase once reached 5262%. The IPO issue price was only USD 4, and the stock price once reached USD 235.95, which triggered multiple fuses;<a href=\"https://laohu8.com/S/HKD\">Shang multiplied numbers</a>It fell for three consecutive days, closing down nearly 10%, and the share price fell more than 70% from the peak.</p><p>3. Major European stock indexes collectively closed lower, and Germany's DAX30 index fell 0.6%</p><p>The monthly non-farm payroll data in the United States performed stronger than expected, rate hike expectations heated up, and major European stock indexes closed down collectively. Among them, Germany's DAX30 index fell 0.6%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index fell 0.12%, the French CAC40 fell 0.63% and the European Stoxx 50 fell 0.77%.</p><p>4. U.S. WTI crude oil closed 0.5% higher on Friday, down 9.7% this week</p><p>International crude oil futures prices closed slightly higher on Friday, with U.S. WTI oil prices rebounding from their lowest level since February. But recession fears sent WTI crude oil recording a nearly 10% drop this week.</p><p>West Texas Intermediate (WTI) crude oil futures for September delivery rose 47 cents, or 0.53%, to close at $89.01 a barrel on the New York Mercantile Exchange. WTI crude oil has lost more than 9.7% cumulatively this week.</p><p>5. New York gold futures closed down 0.7% on Friday. Non-agricultural data put pressure on gold prices</p><p>U.S. gold futures closed lower on Friday. The U.S. non-farm payrolls report in July eased fears of economic recession, and at the same time strengthened the market expectation that the Federal Reserve will insist on active tightening policy, putting pressure on gold futures prices.</p><p>Gold futures for December delivery settled down 0.7% at $1,778 an ounce on the New York Mercantile Exchange.</p><p>International macro</p><p>1. The non-agricultural surge of 528,000 in July in the United States \"frightened\" the market! Fed Gets Another Tightening 'Ammunition'</p><p>Both the total population of non-farm payrolls and the unemployment rate in the United States have returned to pre-COVID levels.</p><p>Rising recession fears do not appear to have affected the scorching U.S. job market. According to the data released by the U.S. Bureau of Labor Statistics on the 5th, the number of new jobs in the non-agricultural sector in the United States jumped by 528,000 in July this year, significantly higher than the expected 258,000, compared with 388,000 in the previous four months. The U.S. unemployment rate edged down by 0.1 percentage points to 3.5% that month, and the average hourly wage of employees increased by 5.2% year-over-year, higher than market expectations of 4.9%.</p><p>So far, both the total population of non-farm payrolls and the unemployment rate in the United States have returned to pre-COVID pandemic levels in February 2020, continuing to strengthen and support the Fed's hawkish stance.</p><p>2. The hot market price of employment data reflects the possibility of rate hike during the two meetings of the Federal Reserve</p><p>Interest-rate futures traders reacted to stronger-than-expected U.S. jobs data in July by acknowledging that Fed policymakers may rate hike again before their next regular policy meeting in September.</p><p>At one point, the August fed funds rate futures price fell to 97.64, with an implied interest rate level of 2.36%, which is 3 basis points above the current effective Federal Funds rate. At present, the effective Federal Funds rate is within the target range of 2.25%-2.5% Federal Funds rate announced by the Federal Reserve on July 27th.</p><p>The implied interest rate on interest rate futures then stabilized at around 2.345%, suggesting that a rate hike between the meetings is slim to none. However, the unusually long interval between sessions from July to September can pose additional risks.</p><p>3. The U.S. job market recorded the second fastest recovery since 1981. The Federal Reserve or another 75 basis points of rate hike</p><p>The U.S. added 528,000 non-farm payrolls in July, more than double what economists expected, and the job market returned to pre-pandemic levels.</p><p>Although the labor market contraction during the pandemic was the worst in modern history, the rebound marked the second-fastest recovery in the job market since 1981. Michael Pearce, senior U.S. economist at Capital Economics, said that the unexpectedly far-exceeded non-farm report also indicates that the Federal Reserve is likely to raise interest rates by 75 basis points at its September meeting, which will mark the third consecutive time that the Federal Reserve has made such a large rate hike.</p><p>4. US President Joe Biden signs two bills to hold accountable fraudsters who use the COVID-19 bail-out bill</p><p>On August 5, local time, US President Joe Biden signed two bipartisan bills to hold individuals and institutions accountable for using the COVID-19 bail-out bill to commit fraud. According to CNN, the two bills would extend the time limit for prosecutions against those who use the Paycheck Protection Program or COVID relief bill to commit fraud, extending the statute of limitations for criminal and civil enforcement against borrowers to 10 years. Speaking that day, Biden said that \"the U.S. government will let scammers pay back what they stole and hold them accountable according to the law.\"</p><p>5. New York state health officials warn that reported cases are only the tip of the iceberg and hundreds of people are infected with polio</p><p>On August 4th, local time, health officials in New York State said that poliovirus was detected in sewage outside New York City, indicating that the virus was spreading in the community. Now these officials are again warning that the reported cases are only the \"tip of the iceberg\" and that hundreds more may be infected with polio.</p><p>In July, a case of polio (polio) was reported in Rockland County, New York, the first in the United States in nearly a decade, and later, sewage samples tested positive for the poliovirus, indicating a larger outbreak is in the works, New York State Health Commissioner Dr. Mary Bassett said in a statement.</p><p>6. Consumer credit in the United States surged by more than $40 billion, the second highest increase in history</p><p>U.S. consumer credit soared in June, driven by a jump in credit card balances and a record increase in non-revolving credit, including auto and student loans.</p><p>Consumer credit rose $40.2 billion from the previous month, second only to a record $47.1 billion in March, according to data released by the Federal Reserve on Friday. The median economist expectation is an increase of $27 billion. These numbers are not adjusted for inflation.</p><p>Revolving credit balances, including credit cards, increased by $14.8 billion and non-revolving credit increased by $25.4 billion.</p><p>7. U.S. President Joe Biden still tests positive for COVID-19 and is still in quarantine</p><p>On August 5th, local time, the White House doctor said that US President Joe Biden still tested positive for the new coronavirus. At present, Biden's cough is almost completely improved, his body temperature, pulse, blood pressure, respiratory rate and other indicators are completely normal, and his lungs are unblocked. Biden remains in quarantine.</p><p>8. Canada's unemployment rate continued to remain historically low in July</p><p>On August 5th, local time, the latest labor force survey released by Statistics Canada showed that despite the loss of 31,000 jobs in July, Canada's unemployment rate remained at a record low of 4.9% in July, the same as in June.</p><p>The Canadian labour market remains exceptionally tight, with more than 1 million job openings across the country. The unemployment rate is the lowest on record.</p><p>The number of public sector employees declined while the number of self-employed increased and the number of private sector workers remained virtually unchanged.</p><p>9. U.S. Senate plans to vote on inflation reduction bill on the 6th</p><p>According to a CBS report on August 5th local time, the U.S. Senate plans to vote on the Inflation Reduction Act of 2022 on the 6th.</p><p>The Senate reportedly made key progress on the bill after Democrats agreed to change some of the tax proposal. Senate Majority Leader Chuck Schumer said at a press conference that day that the bill agreement retains the original core content including reducing the cost of prescription drugs, tackling climate change, closing tax loopholes, strengthening taxes on large companies and the wealthy, and reducing deficits.</p><p>It is reported that the policies in the Inflation Reduction Act of 2022 include allocating $369 billion to combat climate change, Medicare has the power to negotiate the price of certain drugs, limiting the out-of-pocket cost of Medicare, and extending the Affordable Care Act subsidy for 3 years.</p><p>Situation between Russia and Ukraine</p><p>1. The Moscow Exchange will allow non-residents from friendly countries to enter the forward market for trading from August 8</p><p>Russia's Moscow Exchange announced on the evening of August 5th that non-residents from friendly countries will be allowed to enter the forward market for trading from August 8th. At the same time, the announcement said that it will announce at a later time when non-residents of friendly countries will be allowed to enter the stock market for trading.</p><p>2. Foreign investors will return to the Russian blend market from Monday</p><p>On Friday, local time, the Moscow Exchange said that from next Monday (August 8th), investors from those \"friendly\" countries will be allowed to return to the Russian stock, bond, REPO and derivatives markets. Investors who have not imposed sanctions on Russia, or whose ultimate beneficiaries are Russians, will be allowed to trade in Russia.</p><p>Since the Russia-Ukraine conflict, in order to protect the Russian financial market, Russia has introduced a series of market support policies, and foreign investors' transactions have also been restricted.</p><p>Next, foreign investors will still be limited to trading, that is, only investors in \"friendly\" countries. The Moscow Exchange pointed out that banks and brokers providing trading services need to confirm the home country of customers.</p><p>3. Russian Deputy Prime Minister: Russian and Turkish presidents have reached a consensus on starting to pay part of Russian natural gas in rubles</p><p>On August 5th, local time, Russian Deputy Prime Minister Novak said that Russian President Vladimir Putin and Turkish President Recep Tayyip Erdogan have reached a consensus on starting to pay part of the cost of Russian natural gas supplied to Turkey through rubles.</p><p>On the same day, Russian President Vladimir Putin and Turkish President Recep Tayyip Erdogan held talks in Sochi, Russia. The talks lasted nearly four hours.</p><p>4. Russia announces sanctions on 62 Canadian citizens</p><p>On August 5, local time, the Russian Foreign Ministry issued an announcement saying that in response to Canada's renewal of anti-Russian sanctions on June 27 and July 7 this year, Russia decided to ban 62 Canadian citizens from entering Russia. The 62 included government officials, media journalists, social activists and military associates.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2257117425\" target=\"_blank\">Oracle cuts hundreds of jobs this week, reports say</a></p><p>According to reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle</a>Company laid off hundreds of employees this week as IT prioritized growing its healthcare IT services and cloud businesses.</p><p>Citing people familiar with the matter, the report said the layoffs mainly hit<a href=\"https://laohu8.com/S/ORCL\">Oracle</a>Employees in advertising and customer experience.</p><p>Oracle's layoffs come as the company recently received regulatory approval to acquire electronic medical records company Cerner Corp for $28.3 billion, placing an increasing emphasis on the cloud<a href=\"https://laohu8.com/S/HCSG\">Healthcare services</a>。</p><p>2、<a href=\"https://laohu8.com/NW/2257486114\" target=\"_blank\">Another \"epic demon stock\"? Hong Kong-funded securities firm Zhifu Financing once soared more than 50 times on the first day of listing</a></p><p>Following the multiplication of numbers, the US stock market may usher in another epic demon stock. On the first day of listing, Hong Kong-funded securities firm Zhifu Financing once soared more than 50 times, and the stock price hit a maximum of 235.95 USD/share in the day, which triggered the fuse many times during the session.</p><p>On Friday (August 5th), Eastern Time, Zhifu Financing (stock code MEGL) officially landed in the US stock market, with an IPO price of USD 4/share. The company plans to publicly issue 5 million ordinary shares, with an opening price of USD 50. After drastic fluctuations, it finally closed up by 2325% at USD 97/share.</p><p>3、<a href=\"https://laohu8.com/NW/2257192191\" target=\"_blank\">The wild rise of Shangcheng Digital became a rapid plunge to evaporate $160 billion in market value in two days</a></p><p>A little-known Hong Kong financial services firm's previously dizzyingly wild rally came to an abrupt halt, followed by a two-day plunge that halved the value of its U.S. -listed shares.</p><p>Shares of Amplifier Digital, which has been listed on the New York Stock Exchange for less than a month, hit a record high on Tuesday, but then plunged 52% by Thursday's close, wiping out about $160 billion in market value, more than<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>And<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The current total market capitalization of such companies.</p><p>Shares continued to swing wildly on Friday, swinging up and down, triggering a fuse at least once. Still, volumes remained very low at Amplifier Digital: fewer than 8,000 shares were traded as of 9:55 a.m. New York time. In each of the past four trading days, the stock has had a total daily turnover of less than 500,000 shares.</p><p>4、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Will acquire consumer category for about $1.7 billion<a href=\"https://laohu8.com/S/300024\">Robot</a>Corporate iRobot Acceleration<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Home Furnishing Business Growth</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(AMZN.O) announced Friday that it has agreed to acquire Consumer for $61 per share for a total price of about $1.7 billion<a href=\"https://laohu8.com/S/300024\">Robot</a>Corp. iRobot (IRBT.O). iRobot's best-known product is the Roomba vacuum cleaner, which will work with voice assistants Alexa, Astro<a href=\"https://laohu8.com/S/300024\">Robot</a>Wait together, join in<a href=\"https://laohu8.com/S/AMZN\">Amazon</a><a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Home Features Checklist. Neil Saunders, managing director of GlobalData Retail, called the move part of Amazon's efforts to own some of its home space through services and accelerate growth outside of its Retail sector. Amazon hasn't had much success with home robots yet, but the acquisition of iRobot and the company's strong market reputation provide a \"huge foothold in the consumer robotics market\" that could help Amazon replicate its Echo line, according to ABI Research analyst Lian Jye Su<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The success of the speaker box.</p><p>5、<a href=\"https://laohu8.com/NW/2257711744\" target=\"_blank\">American tech giants collectively downsized, Amazon reduced nearly 100,000 staff in a single quarter</a></p><p>American technology giants collectively shrank down, and Amazon shrank nearly 100,000 staff in a single quarter.</p><p>Recently, the international technology giant Amazon (NASDAQ:AMZN) reported its second quarter 2022 financial report, with revenue of US$121.2 billion, a year-on-year increase of 7%, and a net loss of US$2 billion, compared with a net profit of US$7.8 billion in the same period last year. Combined the first two quarters of this year, Amazon posted a net loss of nearly $5.9 billion. It should be pointed out that this is the first time that Amazon has recorded a net loss in its semi-annual report since 2015.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151833716","content_text":"摘要：①美国7月非农就业数据远超预期，强化了美联储坚持激进加息以遏制通胀的市场预期；②港资券商智富融资上市首日一度暴涨50倍，尚乘数科跌近10%；③莫斯科交易所将从8月8日起允许来自友好国家的非居民进入远期市场进行交易。详细>>海外市场1、非农数据强化联储加息预期美股收盘涨跌不一美股周五美股收盘涨跌不一。本周纳指与标普500指数均录得涨幅。美国7月非农就业数据远超预期，强化了美联储坚持激进加息以遏制通胀的市场预期。市场预测美联储第三次加息75个基点的概率接近70%。道指涨76.65点，涨幅为0.23%，报32803.47点；纳指跌63.03点，跌幅为0.50%，报12657.55点；标普500指数跌6.75点，跌幅为0.16%，报4145.19点。2、热门中概股周五收盘涨跌不一 智富融资上市首日一度暴涨50倍尚乘数科跌近10%热门中概股周五收盘涨跌不一，纳斯达克中国金龙指数收跌1.83%。港资券商智富融资上市首日收盘飙涨2325.00%，盘中涨幅一度达到5262%，IPO发行价仅为4美元，股价盘中一度达到235.95美元，并触发多次熔断；尚乘数科连跌三日，收跌近10%，股价较峰值回落逾70%。3、欧洲主要股指集体收跌德国DAX30指数跌0.6%美国月度非农就业数据表现强于预期，加息预期升温，欧洲主要股指集体收跌。其中，德国DAX30指数跌0.6%，英国富时100指数跌0.12%，法国CAC40指数跌0.63%，欧洲斯托克50指数跌0.77%。4、美国WTI原油周五收高0.5% 本周累计下挫9.7%国际原油期货价格周五小幅收高，其中美国WTI油价从2月份以来的最低水平反弹。但对经济衰退的担忧使本周WTI原油录得近10%的跌幅。纽约商品交易所9月交割的西德州中质原油（WTI）期货价格上涨47美分，涨幅为0.53%，收于每桶89.01美元。本周WTI原油累计下跌逾9.7%。5、纽约黄金期货周五收跌0.7% 非农数据令金价承压周五美国黄金期货价格收跌。美国7月非农就业报告缓解了对经济衰退的担忧，同时也强化了美联储将坚持积极紧缩政策的市场预期，令黄金期货价格承压。纽约商品交易所12月交割的黄金期货结算价收跌0.7%，收于每盎司1778美元。国际宏观1、美国7月非农暴增52.8万“吓坏”市场！美联储再获紧缩“弹药”美国非农就业总人口和失业率均已恢复至新冠大流行前的水平。不断攀升的衰退担忧似乎并没有影响到美国就业市场的炙热。美国劳工统计局5日公布的数据显示，今年7月美国非农业部门新增就业人数跳涨52.8万，显著高于预期的25.8万，此前4个月均值为38.8万。当月，美国失业率小幅下降0.1个百分点至3.5%，员工平均时薪同比增幅为5.2%，高于市场预期的4.9%。至此，美国非农就业总人口和失业率均已恢复至2020年2月新冠大流行前的水平，继续强化和支撑着美联储的鹰派立场。2、就业数据火热 市场价格体现美联储两次会议期间加息的可能性对美国7月就业数据强于预期，利率期货交易员的反应是：承认美联储决策者可能在下次于9月召开的例行政策会议之前再次加息。8月联邦基金利率期货价格一度跌至97.64，隐含的利率水平为2.36%，比当前有效联邦基金利率高出3个基点。目前有效联邦基金利率在美联储7月27日宣布的2.25%-2.5%这个联邦基金利率的目标区间之内。利率期货的隐含利率随后企稳在2.345%左右，表明两次会议之间加息的可能性微乎其微。然而，7月到9月这个异常长的会期间隔可能带来额外的风险。3、美国就业市场创下1981年来第二快复苏 美联储或再加息75基点美国7月新增非农就业52.8万人，为经济学家预期的两倍多，就业市场重回疫情前水平。尽管疫情期间的劳动力市场收缩是现代历史上最严重的，但此次反弹标志着就业市场创下1981年来第二快的复苏。凯投宏观资深美国经济学Michael Pearce称，意外远超预期的非农报告还表明美联储很可能在9月的会议上将利率提高75个基点，这将标志着美联储连续第三次以如此大的幅度加息。4、美国总统拜登签署两项法案 追究利用新冠纾困法案进行诈骗者的责任当地时间8月5日，美国总统拜登签署了两项两党法案，以追究利用新冠纾困法案实施欺诈的个人和机构的责任。据美国有线电视新闻网（CNN）报道，这两项法案将延长针对利用工资保护计划或新冠纾困法案进行欺诈者的起诉时限，将针对借款人的刑事和民事执法时效延长至10年。拜登当天在发表讲话时表示，“美国政府将让骗子偿还其偷来的东西，并根据法律追究其责任”。5、纽约州卫生官员警告：已报告病例只是冰山一角 还有数百人被感染脊髓灰质炎当地时间8月4日，美国纽约州卫生官员称，纽约市外污水中检测出脊髓灰质炎病毒，这表明这种病毒正在社区中传播。现在这些官员再度发出警告：已经报告的病例只是“冰山一角”，还有数百人可能被感染了脊髓灰质炎病毒。纽约州卫生专员玛丽·巴塞特博士在一份声明中表示，在7月份，纽约州洛克兰县报告出现了一例脊髓灰质炎(小儿麻痹症)病例，为近十年来美国首例，后来，污水样本检测出脊髓灰质炎病毒呈阳性，这表明一场更大的疫情正在爆发中。6、美国消费者信贷大增逾400亿美元，增幅为历史次高美国6月份消费者信贷飙升，原因是信用卡余额跃升、以及包括汽车和学生贷款在内的非循环信贷创纪录增加。美联储周五公布的数据显示，消费者信贷较前月增加402亿美元，增幅仅次于3月份时创纪录的471亿美元。经济学家预期中值为增加270亿美元。这些数字未经通胀调整。包括信用卡在内的循环信贷余额增加148亿美元，非循环信贷增加254亿美元。7、美国总统拜登新冠病毒检测结果仍呈阳性 依然处于隔离状态当地时间8月5日，白宫医生称，美国总统拜登新冠病毒检测结果仍呈阳性。目前拜登咳嗽差不多完全好转，体温、脉搏、血压、呼吸频率等指标完全正常，肺部畅通。拜登依然在隔离中。8、加拿大7月份失业率继续保持历史低位当地时间8月5日，加拿大统计局公布的最新劳动力调查显示，尽管7月份减少了31000个工作岗位，但加拿大的失业率在7月份保持在4.9%的历史低位，与6月份持平。加拿大劳动力市场依然异常紧张，全国有超过100万个职位空缺。失业率是有记录以来的最低水平。公共部门雇员人数下降，而个体经营者人数增加，私营部门工人的数量几乎没有变化。9、美国参议院拟于6日就通胀削减法案进行投票据美国哥伦比亚广播公司（CBS）当地时间8月5日报道，美国参议院拟定于6日对《2022年通胀削减法案》（Inflation Reduction Act）进行投票。据报道，民主党同意改变部分税收提案后，参议院就此法案取得了关键性进展。参议院多数党领袖查克·舒默当天在新闻发布会上表示，法案协议保留了原先包括降低处方药成本、应对气候变化、堵塞税收漏洞、加强对大型公司和富人税收以及减少赤字等核心内容。据悉，《2022年通胀削减法案》中的政策包括拨款3690亿美元用于应对气候变化，医疗保险有权就某些药品的价格谈判，限制医疗保险的自付费成本，以及延长《平价医疗法案》补贴3年。俄乌局势1、莫斯科交易所将从8月8日起允许来自友好国家的非居民进入远期市场进行交易俄罗斯莫斯科交易所8月5日晚发布公告称，从8月8日起将允许来自友好国家的非居民进入远期市场进行交易。公告同时称，将在稍晚时间宣布何时允许友好国家非居民进入股票市场进行交易。2、下周一开始 外国投资者将重返俄罗斯交融市场当地时间周五，莫斯科交易所表示，下周一(8月8日)开始，将允许那些“友好”国家的投资者重返俄罗斯股票、债券、REPO、以及衍生品市场。那些没有对俄罗斯施加制裁、或那些最终受益者为俄罗斯人的投资者将获准在俄罗斯交易。自俄乌冲突以来，为了保护俄罗斯金融市场，俄罗斯出台了一系列托市政策，外国投资者的交易也受到了限制。接下来，外国投资者的交易依然会受到限制，即仅限“友好”国家的投资者进行交易。莫斯科交易所指出，提供交易服务的银行和券商需要确认客户的母国。3、俄罗斯副总理：俄土总统已就启动用卢布支付俄天然气部分费用达成共识当地时间8月5日，俄罗斯副总理诺瓦克表示，俄罗斯总统普京和土耳其总统埃尔多安已就启动通过卢布支付俄罗斯向土耳其供应的天然气的部分费用达成共识。当天，俄罗斯总统普京与土耳其总统埃尔多安在俄罗斯索契举行会谈，会谈持续了近4个小时。4、俄罗斯宣布制裁62名加拿大公民当地时间8月5日，俄罗斯外交部发布公告称，作为对加拿大今年6月27日和7月7日再次延长反俄制裁的回应，俄罗斯决定禁止62名加拿大公民入境俄罗斯。这62人中包括政府官员、媒体记者、社会活动家和军方相关人士。公司新闻1、报道称甲骨文本周裁员数百人据报道，甲骨文公司本周解雇了数百名员工，因该公司优先发展其医疗保健IT服务和云业务。报道援引知情人士称，裁员主要打击了甲骨文广告和客户体验部门的员工。甲骨文裁员之际，该公司近期获得监管部门批准以283亿美元收购电子医疗记录公司Cerner Corp，愈发重视云医疗保健服务。2、又一“史诗级妖股”？港资券商智富融资上市首日一度暴涨50余倍继尚乘数科之后，美股市场或许又将迎来一只史诗级妖股。港资券商智富融资上市首日一度暴涨50余倍，股价日内最高触及235.95美元/股，盘中多次触发熔断。美东时间周五（8月5日），智富融资（股票代码MEGL）正式登陆美股市场，IPO价格为4美元/股，公司计划公开发行500万普通股，开盘价为50美元，剧烈波动之后，最终收盘涨2325%，报97美元/股。3、尚乘数科的狂野上涨变成极速暴跌 两天蒸发1600亿美元市值鲜为人知的一家香港金融服务公司此前令人目眩的狂野上涨戛然而止，紧跟着两天暴跌，其在美国上市的股票市值缩水一半。在纽约证交所上市不到一个月的尚乘数科，股价周二创历史新高，但随后到周四收盘累计暴跌52％，市值蒸发约1600亿美元，超过英特尔、摩根士丹利和高盛之类公司当前的总市值。周五，股价继续剧烈波动，涨跌摇摆，至少一次触发熔断。尽管如此，尚乘数科的成交量仍然非常低：截至纽约时间上午9：55，成交量还不到8000股。过去四个交易日，该股的日成交总量均不到50万股。4、亚马逊将以约17亿美元收购消费类机器人公司iRobot 加速智能家居业务增长亚马逊(AMZN.O)周五宣布已同意以每股61美元、总价约17亿美元的价格收购消费类机器人公司iRobot(IRBT.O)。iRobot最有名的产品是Roomba真空吸尘器，它将与语音助手Alexa、Astro机器人等一起，加入亚马逊智能家居功能清单。GlobalData Retail董事总经理Neil Saunders称，此举是亚马逊通过服务拥有部分家庭空间，并加速其零售业以外的增长的努力的一部分。ABI Research分析师Lian Jye Su称，亚马逊在家用机器人方面还没有取得多大成功，但对iRobot的收购和该公司强大的市场声誉提供了一个“消费机器人市场的巨大立足点”，可以帮助亚马逊复制其Echo系列智能音箱的成功。5、美国科技巨头集体缩编，亚马逊单季减员近十万美国科技巨头集体缩编，亚马逊单季减员近十万。近日，国际科技巨头亚马逊(NASDAQ:AMZN)公布了2022年第二季度财报，收入为1212亿美元，同比增长7%，净亏损达20亿美元，而上年同期实现净利润78亿美元。综合今年前两个季度，亚马逊净亏损近59亿美元。需要指出的是，这是亚马逊自2015年以来半年报首次出现净亏损。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993055136,"gmtCreate":1660609146027,"gmtModify":1676536363541,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993055136","repostId":"1129383304","repostType":4,"repost":{"id":"1129383304","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":1660607991,"share":"https://ttm.financial/m/news/1129383304?lang=en_US&edition=fundamental","pubTime":"2022-08-16 07:59","market":"sh","language":"zh","title":"Last Night This Morning | Hillhouse HHLR bargain hunting Ali Pinduoduo! U.S. oil drops below $90","url":"https://stock-news.laohu8.com/highlight/detail?id=1129383304","media":"老虎资讯综合","summary":"摘要：①隔夜美股收高，纳指涨0.62%；②美油跌破90美元大关，创一周新低；③高瓴HHLR“抄底”阿里拼多多，加仓新能源；④“大空头”原型出手，几乎将所持股票抛光。海外市场1、周线“四连阳”节奏延续美","content":"<p><html><head></head><body>Abstract: ① U.S. stocks closed higher overnight, and the Nasdaq rose 0.62%; ② U.S. oil fell below the $90 mark, hitting a one-week low; ③ Hillhouse HHLR \"bargain hunting\" Ali<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Jiacang New Energy; ④ The prototype of \"big short\" was shot, almost polishing the stocks held. Overseas markets</p><p>1. The weekly rhythm of \"four consecutive yangs\" continued, and U.S. stocks closed up collectively, and the Nasdaq rose by 0.62%</p><p>U.S. stocks closed slightly higher on Monday. Markets continue to monitor the risk of a global recession and await earnings from U.S. retail giants as well as July retail sales data. By the close, the Dow was up 0.45%, the Nasdaq Composite was up 0.62% and the S&P 500 was up 0.40%. Big-cap tech stocks extend their pace of gains, with<a href=\"https://laohu8.com/S/AAPL\">Apple</a>up 0.63%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>up 3.10%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>down 0.26%,<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>up 0.33%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>up 0.53%.</p><p>2. Most popular Chinese stocks rose, Zhifu Financing rose by more than 115%</p><p>Most popular Chinese stocks closed higher, Nasdaq China Golden Dragon Index rose 0.78%, Zhifu Financing rose more than 115%,<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Up nearly 9%,<a href=\"https://laohu8.com/S/HUYA\">Tiger tooth</a>Nearly 5%, Pinduoduo rose more than 4%,<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>rose by more than 3%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It fell by more than 3%.</p><p>3. European stocks closed generally higher, and Germany's DAX30 index rose 0.15%</p><p>European stocks closed higher on Monday, with Germany's DAX index rising 0.15% and France's CAC40 index rising 0.25%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index rose 0.15%, and the Euro Stoxx 50 rose 0.3%.</p><p>4. U.S. WTI crude oil futures closed down 2.9% and fell below $90, hitting a one-week low</p><p>West Texas Intermediate crude oil (WTI) futures for September delivery on the New York Mercantile Exchange closed down $2.68, or 2.91%, at $89.41. The risk of a global recession weighs on the outlook for crude oil demand, while the possibility of Saudi Arabia increasing production and the potential for Iran to re-supply crude oil to the global market are weighing on crude oil prices.</p><p>5. New York gold futures closed below the $1,800 mark on Monday, hitting a one-week low</p><p>Gold futures for December delivery on the New York Mercantile Exchange fell $17.40, or 1%, Monday to close at $1,798.10 an ounce. Gold futures hit their lowest closing price since Aug. 5 on Monday, in terms of most active contracts.</p><p>International macro</p><p>1. China's U.S. debt holdings decreased by US$13 billion in June, the seventh consecutive month of decline</p><p>On Monday, local time, the U.S. Treasury Department released the international capital flow report as of June this year. The data showed that China's U.S. debt holdings continued the previous rhythm of reduction. According to the latest data, China's U.S. debt holdings fell to $967.8 billion in June this year, down $13 billion from the previous month, the seventh consecutive month of decline. In May this year, China's U.S. debt holdings fell below the trillion dollar mark for the first time since May 2010.</p><p>2. The minutes of the July meeting of the Federal Reserve will be released soon. It is more likely that the rate hike in September will be 50 basis points</p><p>The Federal Reserve is expected to release the minutes of the July monetary policy meeting on August 18th, Beijing time. The market also hopes to find clues to the policy direction and get a glimpse of the rate hike path in September.</p><p>Since 2022, in order to curb the high inflation in the United States, the Federal Reserve has held four consecutive rate hike, and two consecutive rate hike of 75 basis points from June to July, reaching a total of 150 basis points, the largest since 1980. From the current economic indicators, the probability of reducing the rate hike to 50 basis points in September is slightly greater.</p><p>3. More optimistic than the Federal Reserve! Markets are already betting that inflation is peaking</p><p>The widespread bet in the derivatives market predicts that US inflation will fall to around 3.3% in the next 12 months, which is comparable to the forecast in August last year. However, some analysts believe that investors are making the same mistakes as last year, and time will tell.</p><p>Compared with the Federal Reserve, some investors are now more optimistic about inflation. Last week's release of U.S. inflation readings moderated, and these readings have comforted some investors, who are further inclined to bet that inflation is peaking.</p><p>4. Global e-commerce revenue may shrink for the first time</p><p>Media Digital Market Outlook The latest forecast has lowered its global e-commerce revenue estimate for 2022. Global e-commerce revenue is expected to shrink for the first time year-over-year in 2022, down 2.5% from 2021, affected by supply chain issues and inflation. The global e-commerce industry needs to overcome two major hurdles, the widely anticipated global recession and the consequent rise in unemployment, before finally getting back on track.</p><p>5. The U.S. homebuilders' confidence index has fallen for the longest time since the property market crash in 2007</p><p>A measure of U.S. homebuilder confidence slipped for the eighth straight month, the longest losing streak since the 2007 housing market crash.</p><p>According to the National Association of Home Builders (NAHB) /<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>According to data released on Monday, the U.S. homebuilder confidence index fell 6 points to 49 in August, below the most pessimistic expectation among economists surveyed, and fell below the boom-bust watershed of 50 for the first time since May 2020.</p><p>Situation between Russia and Ukraine</p><p>1. Russia claims that Ukrainian army shelled the area near Zaporizhzhia nuclear power plant and killed civilians. Ukrainian side denies</p><p>According to the report of the Russian Ministry of Defense on the 14th local time, in the past 24 hours, the Russian army attacked a number of Ukrainian command points and completely controlled the Ude settlement in Kharkiv region. Two Ukrainian mechanized brigades located in Donetsk and Kherson regions were also attacked by the Russian Aerospace Forces.</p><p>According to Russian media reports, on the 14th local time, the city of Enerhodar in the Zaporizhzhia region was shelled twice by the Ukrainian army, killing one civilian, and the grass near the Zaporizhzhia nuclear power plant also caught fire due to shelling. Local Ukrainian officials denied Russian claims, saying that Russian fire caused casualties that day.</p><p>2. Uzbekistan claimed to have repelled the Russian offensive many times in Donetsk region</p><p>According to Reuters on the 15th, quoting the news of the General Staff of the Ukrainian Armed Forces, the Russian army launched fierce shelling on several towns in the eastern Donetsk region and tried to advance. The Ukrainian army repelled several offensives, and the Kherson region was also shelled by the Russian army. In addition, the Ukrainian army hit the Antonovsky Bridge in Kherson on the 14th local time to ensure that the facility was impassable.</p><p>3. A humanitarian grain carrier for Africa will depart from Ukrainian ports</p><p>In the next few days, a grain ship chartered by the United Nations and carrying more than 23,000 tons of wheat will set sail from the port of Pivdeny (Yuzhny) in Ukraine and sail for the African country of Ethiopia, Reuters reported on the 14th, citing a UN official. Reports say this will be the first time since the start of the Russia-Ukraine conflict at Black Sea ports<a href=\"https://laohu8.com/S/000061\">Agricultural Products</a>The first shipment of humanitarian food aid to Africa under the Sinotransport Agreement.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2259024061\" target=\"_blank\">Hillhouse HHLR continues to be optimistic about Chinese assets in the second quarter: \"bargain-hunting\" Ali Pinduoduo Jiacang New Energy</a></p><p>On August 16th, Beijing time, the website of the U.S. Securities and Exchange Commission (SEC) showed that HHLR Advisors, a subsidiary of Hillhouse, published the 13F form reflecting the latest U.S. stock position data.</p><p>As of the end of the second quarter, HHLR held 64 stocks in the U.S. stock market, with a total market capitalization of $4.7 billion, basically the same as the previous quarter. Among them, in the second quarter, HHLR continued to increase the centralized allocation and heavy-position investment of Chinese assets, not only further increasing the holdings of some heavy-position Chinese stocks, but also re-buying two Chinese e-commerce giants<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>And Pinduoduo.</p><p>2、<a href=\"https://laohu8.com/NW/1143140803\" target=\"_blank\">In the second quarter, Berkshire aggressively added positions in Occidental Petroleum, increased holdings in Apple and cleared Verizon</a></p><p>After Monday's market, Berkshire, which is in charge of Warren Buffett, disclosed the 13F table in the final. In addition to increasing its holdings of Apple,<a href=\"https://laohu8.com/S/CVX\">Chevron</a>, Western Petroleum and other operations already known by the outside world, the stock god also cleared the communication operators in the second quarter<a href=\"https://laohu8.com/S/VZ\">Verizon</a>And pharmaceutical franchise investor Royalty Pharma, while Ally Finance is particularly favored, with a masuking ratio of 234%.</p><p>3、<a href=\"https://laohu8.com/NW/1156794514\" target=\"_blank\">Goldman Sachs Increases Holdings in Alibaba and U.S. Bond ETFs, Decreases Holdings in Apple, Google and Meta in Q2</a></p><p>On Monday, August 15th, Goldman Sachs filed a 13F report showing that Goldman Sachs increased its holdings in the second quarter<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>ADR, Consumer Staples Select Sector SPDR Fund,<a href=\"https://laohu8.com/S/EGRW\">iShares</a>Anshuo MSCI Emerging Markets ETF, Pinterest and 2337 more stocks or funds. Reduce Apple, Invesco QQQ Trust Series 1,<a href=\"https://laohu8.com/S/EMDI\">iShares</a>Anshuo Russell 2000 ETF,<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>Meta,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>And 2229 stocks or ETFs. Heavy holdings in stocks or funds include SPDR<a href=\"https://laohu8.com/S/CSPX.UK\">S&P 500 ETF</a>Trust, Apple, Microsoft,<a href=\"https://laohu8.com/S/EMEY\">iShares</a>An Shuo Russell 2000 ETF, and Amazon.</p><p>4. Metaverse concept stock Unity rejects the merger and acquisition proposal of competing products</p><p>Unity, the developer of 2D and 3D game engines, announced Monday that it has rejected a stock-only merger proposal from rival AppLovin and will move forward with a $4.4 billion acquisition of ad technology platform IronSource. Unity also announced that it will launch a repurchase worth $2.5 billion after the completion of the acquisition, and shareholders Silver Lake Capital and Sequoia Capital have agreed to subscribe for the company's $1 billion convertible bonds after the completion of the transaction. As of the close, Unity closed down 7.13% and AppLovin fell 7.63% on Monday.</p><p>5、<a href=\"https://laohu8.com/NW/2259035026\" target=\"_blank\">\"Big Short\" Almost Short All U.S. Stock Positions Leave Only One Prison Concept Stock</a></p><p>According to the 13F table disclosed by Michael Berry's fund, the \"big short prototype\", at the end of the second quarter of this year, he threw away all 11 stocks he had previously held, including Alphabet and Meta platforms, and only opened positions in GEO Group, a multinational private prison and mental health facility operator. GEO Group closed up 10.63% on Monday on the news.</p><p>6、<a href=\"https://laohu8.com/NW/2259571028\" target=\"_blank\">Apple is rumored to expand its own advertising</a></p><p>Apple is seeing its advertising business as a recessionary growth spirit, with its Maps, Books and podcasts apps all likely to be the way to expand revenue, media reports said Monday, and its streaming business TV + could follow suit<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>、<a href=\"https://laohu8.com/S/DIS\">Disney</a>Wait for peers to launch ad tiered subscriptions.</p><p>7、<a href=\"https://laohu8.com/NW/1141036610\" target=\"_blank\">Hedge Funds Buy Nearly $1 Billion in Disney Stock and Pressure Management</a></p><p>Hedge fund Three Points Management on Monday disclosed a nearly $1 billion holding in Disney shares and announced it would push the company through a series of transformations, such as spinning off sports channel ESPN, buying back shares and adding new board members. To be clear, Three Points Management dumped company stock earlier this year due to rate hike concerns.</p><p>8. The news said<a href=\"https://laohu8.com/S/WMT\">Walmart</a>Collaboration Agreement with Paramount</p><p>Retail giant Walmart has reached a deal with Paramount Corp. to offer Paramount + streaming services to subscription members at supermarkets, according to media reports citing people familiar with the matter, which is also seen as its latest track to compete with Amazon. It is reported that Paramount will provide streaming services with advertisements to Wal-Mart members, and the official website price is $4.99/month. According to the schedule, Walmart will release its latest earnings report on Tuesday before the market belongs.</p><p>9. FTC v. Meta Platform VR Field Acquisition Case will open in December</p><p>The Federal Trade Commission's hearing to block Meta Platform's acquisition of VR software developer Within Unlimited will begin on Dec. 20 for seven consecutive days, the District Court for the District of California ruled Monday. What is quite special about this case is that Meta has acquired hundreds of companies in the past decade, while Within Unlimited is just a small company in the VR industry. Generally speaking, such acquisitions will not be opposed by the federal government.</p><p>9、<a href=\"https://laohu8.com/NW/2259775049\" target=\"_blank\">Big Cut Ace Business! Wells Fargo is rumored to scale back its mortgage business</a></p><p>Wells Fargo is reportedly planning to dramatically scale back its mortgage business, with the bank's new management no longer committed to continuing to occupy the top spot in the U.S. mortgage market and preparing to retreat from the space, with a retreat strategy likely to start with the bank's business links with external mortgage companies.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last Night This Morning | Hillhouse HHLR bargain hunting Ali Pinduoduo! U.S. oil drops below $90</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast Night This Morning | Hillhouse HHLR bargain hunting Ali Pinduoduo! U.S. oil drops below $90\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-08-16 07:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① U.S. stocks closed higher overnight, and the Nasdaq rose 0.62%; ② U.S. oil fell below the $90 mark, hitting a one-week low; ③ Hillhouse HHLR \"bargain hunting\" Ali<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Jiacang New Energy; ④ The prototype of \"big short\" was shot, almost polishing the stocks held. Overseas markets</p><p>1. The weekly rhythm of \"four consecutive yangs\" continued, and U.S. stocks closed up collectively, and the Nasdaq rose by 0.62%</p><p>U.S. stocks closed slightly higher on Monday. Markets continue to monitor the risk of a global recession and await earnings from U.S. retail giants as well as July retail sales data. By the close, the Dow was up 0.45%, the Nasdaq Composite was up 0.62% and the S&P 500 was up 0.40%. Big-cap tech stocks extend their pace of gains, with<a href=\"https://laohu8.com/S/AAPL\">Apple</a>up 0.63%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>up 3.10%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>down 0.26%,<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>up 0.33%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>up 0.53%.</p><p>2. Most popular Chinese stocks rose, Zhifu Financing rose by more than 115%</p><p>Most popular Chinese stocks closed higher, Nasdaq China Golden Dragon Index rose 0.78%, Zhifu Financing rose more than 115%,<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Up nearly 9%,<a href=\"https://laohu8.com/S/HUYA\">Tiger tooth</a>Nearly 5%, Pinduoduo rose more than 4%,<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>rose by more than 3%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It fell by more than 3%.</p><p>3. European stocks closed generally higher, and Germany's DAX30 index rose 0.15%</p><p>European stocks closed higher on Monday, with Germany's DAX index rising 0.15% and France's CAC40 index rising 0.25%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index rose 0.15%, and the Euro Stoxx 50 rose 0.3%.</p><p>4. U.S. WTI crude oil futures closed down 2.9% and fell below $90, hitting a one-week low</p><p>West Texas Intermediate crude oil (WTI) futures for September delivery on the New York Mercantile Exchange closed down $2.68, or 2.91%, at $89.41. The risk of a global recession weighs on the outlook for crude oil demand, while the possibility of Saudi Arabia increasing production and the potential for Iran to re-supply crude oil to the global market are weighing on crude oil prices.</p><p>5. New York gold futures closed below the $1,800 mark on Monday, hitting a one-week low</p><p>Gold futures for December delivery on the New York Mercantile Exchange fell $17.40, or 1%, Monday to close at $1,798.10 an ounce. Gold futures hit their lowest closing price since Aug. 5 on Monday, in terms of most active contracts.</p><p>International macro</p><p>1. China's U.S. debt holdings decreased by US$13 billion in June, the seventh consecutive month of decline</p><p>On Monday, local time, the U.S. Treasury Department released the international capital flow report as of June this year. The data showed that China's U.S. debt holdings continued the previous rhythm of reduction. According to the latest data, China's U.S. debt holdings fell to $967.8 billion in June this year, down $13 billion from the previous month, the seventh consecutive month of decline. In May this year, China's U.S. debt holdings fell below the trillion dollar mark for the first time since May 2010.</p><p>2. The minutes of the July meeting of the Federal Reserve will be released soon. It is more likely that the rate hike in September will be 50 basis points</p><p>The Federal Reserve is expected to release the minutes of the July monetary policy meeting on August 18th, Beijing time. The market also hopes to find clues to the policy direction and get a glimpse of the rate hike path in September.</p><p>Since 2022, in order to curb the high inflation in the United States, the Federal Reserve has held four consecutive rate hike, and two consecutive rate hike of 75 basis points from June to July, reaching a total of 150 basis points, the largest since 1980. From the current economic indicators, the probability of reducing the rate hike to 50 basis points in September is slightly greater.</p><p>3. More optimistic than the Federal Reserve! Markets are already betting that inflation is peaking</p><p>The widespread bet in the derivatives market predicts that US inflation will fall to around 3.3% in the next 12 months, which is comparable to the forecast in August last year. However, some analysts believe that investors are making the same mistakes as last year, and time will tell.</p><p>Compared with the Federal Reserve, some investors are now more optimistic about inflation. Last week's release of U.S. inflation readings moderated, and these readings have comforted some investors, who are further inclined to bet that inflation is peaking.</p><p>4. Global e-commerce revenue may shrink for the first time</p><p>Media Digital Market Outlook The latest forecast has lowered its global e-commerce revenue estimate for 2022. Global e-commerce revenue is expected to shrink for the first time year-over-year in 2022, down 2.5% from 2021, affected by supply chain issues and inflation. The global e-commerce industry needs to overcome two major hurdles, the widely anticipated global recession and the consequent rise in unemployment, before finally getting back on track.</p><p>5. The U.S. homebuilders' confidence index has fallen for the longest time since the property market crash in 2007</p><p>A measure of U.S. homebuilder confidence slipped for the eighth straight month, the longest losing streak since the 2007 housing market crash.</p><p>According to the National Association of Home Builders (NAHB) /<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>According to data released on Monday, the U.S. homebuilder confidence index fell 6 points to 49 in August, below the most pessimistic expectation among economists surveyed, and fell below the boom-bust watershed of 50 for the first time since May 2020.</p><p>Situation between Russia and Ukraine</p><p>1. Russia claims that Ukrainian army shelled the area near Zaporizhzhia nuclear power plant and killed civilians. Ukrainian side denies</p><p>According to the report of the Russian Ministry of Defense on the 14th local time, in the past 24 hours, the Russian army attacked a number of Ukrainian command points and completely controlled the Ude settlement in Kharkiv region. Two Ukrainian mechanized brigades located in Donetsk and Kherson regions were also attacked by the Russian Aerospace Forces.</p><p>According to Russian media reports, on the 14th local time, the city of Enerhodar in the Zaporizhzhia region was shelled twice by the Ukrainian army, killing one civilian, and the grass near the Zaporizhzhia nuclear power plant also caught fire due to shelling. Local Ukrainian officials denied Russian claims, saying that Russian fire caused casualties that day.</p><p>2. Uzbekistan claimed to have repelled the Russian offensive many times in Donetsk region</p><p>According to Reuters on the 15th, quoting the news of the General Staff of the Ukrainian Armed Forces, the Russian army launched fierce shelling on several towns in the eastern Donetsk region and tried to advance. The Ukrainian army repelled several offensives, and the Kherson region was also shelled by the Russian army. In addition, the Ukrainian army hit the Antonovsky Bridge in Kherson on the 14th local time to ensure that the facility was impassable.</p><p>3. A humanitarian grain carrier for Africa will depart from Ukrainian ports</p><p>In the next few days, a grain ship chartered by the United Nations and carrying more than 23,000 tons of wheat will set sail from the port of Pivdeny (Yuzhny) in Ukraine and sail for the African country of Ethiopia, Reuters reported on the 14th, citing a UN official. Reports say this will be the first time since the start of the Russia-Ukraine conflict at Black Sea ports<a href=\"https://laohu8.com/S/000061\">Agricultural Products</a>The first shipment of humanitarian food aid to Africa under the Sinotransport Agreement.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2259024061\" target=\"_blank\">Hillhouse HHLR continues to be optimistic about Chinese assets in the second quarter: \"bargain-hunting\" Ali Pinduoduo Jiacang New Energy</a></p><p>On August 16th, Beijing time, the website of the U.S. Securities and Exchange Commission (SEC) showed that HHLR Advisors, a subsidiary of Hillhouse, published the 13F form reflecting the latest U.S. stock position data.</p><p>As of the end of the second quarter, HHLR held 64 stocks in the U.S. stock market, with a total market capitalization of $4.7 billion, basically the same as the previous quarter. Among them, in the second quarter, HHLR continued to increase the centralized allocation and heavy-position investment of Chinese assets, not only further increasing the holdings of some heavy-position Chinese stocks, but also re-buying two Chinese e-commerce giants<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>And Pinduoduo.</p><p>2、<a href=\"https://laohu8.com/NW/1143140803\" target=\"_blank\">In the second quarter, Berkshire aggressively added positions in Occidental Petroleum, increased holdings in Apple and cleared Verizon</a></p><p>After Monday's market, Berkshire, which is in charge of Warren Buffett, disclosed the 13F table in the final. In addition to increasing its holdings of Apple,<a href=\"https://laohu8.com/S/CVX\">Chevron</a>, Western Petroleum and other operations already known by the outside world, the stock god also cleared the communication operators in the second quarter<a href=\"https://laohu8.com/S/VZ\">Verizon</a>And pharmaceutical franchise investor Royalty Pharma, while Ally Finance is particularly favored, with a masuking ratio of 234%.</p><p>3、<a href=\"https://laohu8.com/NW/1156794514\" target=\"_blank\">Goldman Sachs Increases Holdings in Alibaba and U.S. Bond ETFs, Decreases Holdings in Apple, Google and Meta in Q2</a></p><p>On Monday, August 15th, Goldman Sachs filed a 13F report showing that Goldman Sachs increased its holdings in the second quarter<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>ADR, Consumer Staples Select Sector SPDR Fund,<a href=\"https://laohu8.com/S/EGRW\">iShares</a>Anshuo MSCI Emerging Markets ETF, Pinterest and 2337 more stocks or funds. Reduce Apple, Invesco QQQ Trust Series 1,<a href=\"https://laohu8.com/S/EMDI\">iShares</a>Anshuo Russell 2000 ETF,<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>Meta,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>And 2229 stocks or ETFs. Heavy holdings in stocks or funds include SPDR<a href=\"https://laohu8.com/S/CSPX.UK\">S&P 500 ETF</a>Trust, Apple, Microsoft,<a href=\"https://laohu8.com/S/EMEY\">iShares</a>An Shuo Russell 2000 ETF, and Amazon.</p><p>4. Metaverse concept stock Unity rejects the merger and acquisition proposal of competing products</p><p>Unity, the developer of 2D and 3D game engines, announced Monday that it has rejected a stock-only merger proposal from rival AppLovin and will move forward with a $4.4 billion acquisition of ad technology platform IronSource. Unity also announced that it will launch a repurchase worth $2.5 billion after the completion of the acquisition, and shareholders Silver Lake Capital and Sequoia Capital have agreed to subscribe for the company's $1 billion convertible bonds after the completion of the transaction. As of the close, Unity closed down 7.13% and AppLovin fell 7.63% on Monday.</p><p>5、<a href=\"https://laohu8.com/NW/2259035026\" target=\"_blank\">\"Big Short\" Almost Short All U.S. Stock Positions Leave Only One Prison Concept Stock</a></p><p>According to the 13F table disclosed by Michael Berry's fund, the \"big short prototype\", at the end of the second quarter of this year, he threw away all 11 stocks he had previously held, including Alphabet and Meta platforms, and only opened positions in GEO Group, a multinational private prison and mental health facility operator. GEO Group closed up 10.63% on Monday on the news.</p><p>6、<a href=\"https://laohu8.com/NW/2259571028\" target=\"_blank\">Apple is rumored to expand its own advertising</a></p><p>Apple is seeing its advertising business as a recessionary growth spirit, with its Maps, Books and podcasts apps all likely to be the way to expand revenue, media reports said Monday, and its streaming business TV + could follow suit<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>、<a href=\"https://laohu8.com/S/DIS\">Disney</a>Wait for peers to launch ad tiered subscriptions.</p><p>7、<a href=\"https://laohu8.com/NW/1141036610\" target=\"_blank\">Hedge Funds Buy Nearly $1 Billion in Disney Stock and Pressure Management</a></p><p>Hedge fund Three Points Management on Monday disclosed a nearly $1 billion holding in Disney shares and announced it would push the company through a series of transformations, such as spinning off sports channel ESPN, buying back shares and adding new board members. To be clear, Three Points Management dumped company stock earlier this year due to rate hike concerns.</p><p>8. The news said<a href=\"https://laohu8.com/S/WMT\">Walmart</a>Collaboration Agreement with Paramount</p><p>Retail giant Walmart has reached a deal with Paramount Corp. to offer Paramount + streaming services to subscription members at supermarkets, according to media reports citing people familiar with the matter, which is also seen as its latest track to compete with Amazon. It is reported that Paramount will provide streaming services with advertisements to Wal-Mart members, and the official website price is $4.99/month. According to the schedule, Walmart will release its latest earnings report on Tuesday before the market belongs.</p><p>9. FTC v. Meta Platform VR Field Acquisition Case will open in December</p><p>The Federal Trade Commission's hearing to block Meta Platform's acquisition of VR software developer Within Unlimited will begin on Dec. 20 for seven consecutive days, the District Court for the District of California ruled Monday. What is quite special about this case is that Meta has acquired hundreds of companies in the past decade, while Within Unlimited is just a small company in the VR industry. Generally speaking, such acquisitions will not be opposed by the federal government.</p><p>9、<a href=\"https://laohu8.com/NW/2259775049\" target=\"_blank\">Big Cut Ace Business! Wells Fargo is rumored to scale back its mortgage business</a></p><p>Wells Fargo is reportedly planning to dramatically scale back its mortgage business, with the bank's new management no longer committed to continuing to occupy the top spot in the U.S. mortgage market and preparing to retreat from the space, with a retreat strategy likely to start with the bank's business links with external mortgage companies.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"DUG":"二倍做空石油与天然气ETF(ProShares)","BK4526":"热门中概股","BK4503":"景林资产持仓",".DJI":"道琼斯","USO":"美国原油ETF","BK4122":"互联网与直销零售","BK4504":"桥水持仓","UCO":"二倍做多彭博原油ETF","PDD":"拼多多",".SPX":"S&P 500 Index","BK4553":"喜马拉雅资本持仓","SCO":"二倍做空彭博原油指数ETF","DWT":"三倍做空原油ETN","BK4531":"中概回港概念","BK4558":"双十一","BK4570":"地缘局势概念股",".IXIC":"NASDAQ Composite","BK4505":"高瓴资本持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129383304","content_text":"摘要：①隔夜美股收高，纳指涨0.62%；②美油跌破90美元大关，创一周新低；③高瓴HHLR“抄底”阿里拼多多，加仓新能源；④“大空头”原型出手，几乎将所持股票抛光。海外市场1、周线“四连阳”节奏延续美股集体收涨纳指涨0.62%美股周一小幅收高。市场继续关注全球经济衰退风险，并等待美国零售巨头财报以及7月零售销售数据。截至收盘，道琼斯指数涨0.45%，纳斯达克综合指数涨0.62%，标普500指数涨0.40%。大型科技股延续上涨步伐，其中苹果涨0.63%、特斯拉涨3.10%、亚马逊跌0.26%、谷歌A涨0.33%、微软涨0.53%。2、热门中概股多数上涨 智富融资涨超115%热门中概股多数收涨，纳斯达克中国金龙指数涨0.78%，智富融资涨超115%，斗鱼涨近9%，虎牙涨近5%，拼多多涨超4%，爱奇艺涨超3%，小鹏汽车跌超3%。3、欧股收盘普涨德国DAX30指数涨0.15%欧股周一收盘普涨，德国DAX指数涨0.15%，法国CAC40指数涨0.25%，英国富时100指数涨0.15%，欧洲斯托克50指数涨0.3%。4、美国WTI原油期货收跌2.9%跌破90美元 创一周新低纽约商品交易所9月交割的西德州中质原油（WTI）期货价格收跌2.68美元，跌幅为2.91%，报收于89.41美元。全球经济衰退的风险令原油需求前景受到压力，而沙特增加产量的可能性，以及伊朗可能重新向全球市场供应原油的潜在可能，均令原油价格承压。5、纽约黄金期货周一收盘跌破1800美元关口 创一周新低纽约商品交易所12月交割的黄金期货价格周一下跌17.40美元，跌幅为1%，收于每盎司1798.10美元。按照最活跃合约计算，周一黄金期货价格创8月5日以来的最低收盘价。国际宏观1、中国美债持仓六月减少130亿美元 为连续第七个月下降当地时间周一，美国财政部发布截至今年6月的国际资本流动报告，数据显示中国的美债持仓延续此前的减持节奏。根据最新数据，中国的美债持仓在今年6月下降至9678亿美元，环比下降130亿美元，为连续第七个月下降。而在今年5月，中国的美债持仓自2010年5月以来首度跌破万亿美元关口。2、美联储7月份会议纪要即将公布 9月份加息50个基点可能性较大美联储预计于北京时间8月18日公布7月份货币政策会议纪要。市场也希望能够在其中找到政策风向线索，一窥9月份的加息路径。2022年以来，为遏制美国高企的通胀，美联储已经连续4次加息，6月份至7月份连续2次加息75个基点，累计达150个基点，创1980年以来最大幅度。从当前经济指标来看，9月份缩减加息幅度至50个基点的概率稍大。3、比美联储更乐观！市场已经开始押注通胀见顶了衍生品市场的普遍押注预测，未来12个月美国通胀率将降至3.3%左右，这和去年8月时的预测相当。但有分析认为，投资者正在犯和去年同样的错误，时间将证明一切。和美联储相比，当前一些投资者对通胀的态度更为乐观。上周公布的美国通胀数据有所缓和，这些数据令一些投资者感到安慰，他们进一步倾向于押注通胀正在达到顶峰。4、全球电子商务收入或将首次出现萎缩媒体数字市场展望最新预测下调了2022年全球电子商务收入预估。受供应链问题和通胀影响，全球电子商务收入预计将在2022年同比首次萎缩，较2021年下降2.5%。全球电子商务行业在最终重回正轨之前需要克服普遍预期的全球经济衰退和随之而来的失业率上升这两个重大障碍。5、美国住宅建筑商信心指数创2007年楼市崩盘以来最长连降一项衡量美国住宅建筑商信心的指标连续第八个月下滑，创下2007年住房市场崩盘以来的最长连降。根据全国住宅建筑商协会（NAHB）/富国银行周一公布的数据，美国8月份住宅建筑商信心指数下降6点至49，比调查的经济学家中最悲观预期还低，自2020年5月以来首次跌破50这一荣枯分水岭。俄乌局势1、俄称乌军炮击扎波罗热核电站附近地区致平民死亡 乌方否认据俄国防部当地时间14日通报，过去24小时内，俄军打击了多个乌军指挥点，并完全控制了哈尔科夫地区的乌德定居点。分别位于顿涅茨克地区和赫尔松地区的两个乌军机械化旅也遭到俄空天军打击。据俄罗斯媒体报道，当地时间14日，扎波罗热地区的埃涅尔戈达尔市遭乌军两次炮击，造成1名平民死亡，扎波罗热核电站附近的草地也因炮击起火。乌方当地官员否认了俄方说法，称当天是俄军开火造成人员伤亡。2、乌称在顿涅茨克地区多次击退俄军攻势据路透社15日援引乌武装部队总参谋部的消息报道，俄军对顿涅茨克地区东部的几个城镇发动了猛烈炮击并试图推进，乌军击退了数次攻势，赫尔松地区也遭到了俄军炮击。此外，乌军当地时间14日打击了赫尔松地区的安东诺夫斯基大桥以确保该设施无法通行。3、一艘运往非洲的人道主义粮食运输船将从乌克兰港口启程据路透社14日援引一名联合国官员的说法报道，未来几天内，一艘由联合国租用、载有2.3万多吨小麦的运粮船将从乌克兰皮夫登尼(尤日内)港起航，驶向非洲国家埃塞俄比亚。报道称，这将是自俄乌冲突爆发以来，在黑海港口农产品外运协议下，第一批运往非洲的人道主义粮食援助货物。公司新闻1、高瓴HHLR二季度持续看好中国资产：“抄底”阿里拼多多加仓新能源北京时间8月16日，美国证券交易委员会（SEC）网站显示，高瓴旗下HHLR Advisors公布了反映最新美股持仓数据的13F表格。截至二季度末，HHLR在美股市场持有64只股票，总市值规模为47亿美元，与上季度基本持平。其中，HHLR在二季度继续加大了对中国资产的集中配置、重仓投资，不但进一步增持部分重仓中概股，还重新建仓买入了两家中概电商巨头阿里巴巴和拼多多。2、二季度伯克希尔大举加仓西方石油，增持苹果、清仓Verizon周一盘后，股神巴菲特执掌的伯克希尔压轴披露13F表，除了增持苹果、雪佛龙、西方石油等外界已经知晓的操作，股神在二季度还清仓了通讯运营商威瑞森和药品特许投资商Royalty Pharma，同时Ally金融受到格外亲睐，增仓比例达到234%。3、高盛二季度增持阿里和美债ETF，减持苹果、谷歌及Meta8月15日周一，高盛递交的13F报告显示，高盛二季度增持阿里巴巴ADR、必需消费品精选行业SPDR基金、iShares安硕MSCI新兴市场ETF、Pinterest等2337只股票或基金。减持苹果、景顺QQQ信托系列1、iShares安硕罗素2000 ETF、谷歌A、Meta、奈飞等2229只股票或ETF。重仓股票或基金包括SPDR标普500 ETF信托、苹果、微软、iShares安硕罗素2000 ETF、以及亚马逊。4、元宇宙概念股Unity回绝竞品并购提案2D和3D游戏引擎开发商Unity周一宣布，已经拒绝了竞争对手AppLovin提出的纯股票合并提案，并将推进广告技术平台IronSource价值44亿美元的收购案。Unity同时宣布，在收购完成后将展开价值25亿美元的回购，同时股东银湖资本和红杉资本已经同意在交易完成后认购公司10亿美元可转债。截至收盘，Unity周一收跌7.13%，AppLovin跌7.63%。5、“大空头”几乎抛空所有美股持仓 仅留一只监狱概念股根据“大空头原型”迈克尔·贝瑞旗下基金披露的13F表，他在今年二季度末抛掉了此前持有的所有11只个股，包括Alphabet、Meta平台等，仅仅建仓跨国私人监狱和精神卫生设施运营商GEO集团。受此消息影响，GEO集团周一收涨10.63%。6、苹果公司据传将扩大自营广告投放范围据媒体周一报道，苹果公司正把广告业务视为经济衰退环境下的增长抓手，苹果地图、图书和播客应用都有可能是拓展营收的方向，而流媒体业务TV+也有可能效仿奈飞、迪士尼等同行推出广告分层订阅。7、对冲基金买入近10亿美元迪士尼股票并施压管理层对冲基金三点管理周一披露持有近10亿美元的迪士尼股票，并宣布将推动公司展开一系列转型，例如剥离体育频道ESPN、回购股票和增加新的董事会成员等。需要说明的是，三点管理今年早些时候曾因加息担忧抛出过公司股票。8、消息称沃尔玛与派拉蒙达成合作协议据媒体援引知情人士报道，零售巨头沃尔玛已经与派拉蒙公司达成协议，将向超市的订阅会员提供派拉蒙+流媒体服务，这也被视为其与亚马逊竞争的最新赛道。据悉，派拉蒙将向沃尔玛会员提供附带广告的流媒体服务，官网售价为4.99美元/月。根据日程，沃尔玛将在周二盘前发布最新财报。9、FTC诉Meta平台VR领域收购案将于12月开庭加州地区地方法院周一裁定，美国联邦贸易委员会阻止Meta平台收购VR软件开发商Within Unlimited的听证会将在12月20日开始，连续七天。这一起案件颇为特殊的是，Meta在过去十年里收购了上百家公司，而Within Unlimited只是VR产业中一家市值很小的公司，一般来说此类收购并不会遭到联邦政府的反对。9、大砍王牌业务！传富国银行拟缩减抵押贷款业务据报道，富国银行正计划大幅缩减其抵押贷款业务的规模，该行新管理层不再承诺继续盘踞美国按揭贷款市场的第一把交椅，并准备从该领域撤退，撤退战略可能会从该行与外部抵押贷款公司的业务联系开始。","news_type":1,"symbols_score_info":{"BZmain":0.9,".IXIC":0.9,"PDD":0.9,".SPX":0.9,"CLmain":0.9,"DUG":0.9,"QMmain":0.9,".DJI":0.9,"SCO":0.9,"DWTIF":0.9,"USO":0.9,"DWT":0.9,"UWTIF":0.9,"UCO":0.9}},"isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147710678,"gmtCreate":1626391082294,"gmtModify":1703759082596,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147710678","repostId":"1191369396","repostType":4,"repost":{"id":"1191369396","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":1626389502,"share":"https://ttm.financial/m/news/1191369396?lang=en_US&edition=fundamental","pubTime":"2021-07-16 06:51","market":"us","language":"zh","title":"Intel in talks to buy GlobalFoundries for roughly $30 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1191369396","media":"老虎资讯综合","summary":"7月16日讯，据知情人士透露，英特尔公司正在研究收购格芯（GlobalFoundries）的交易，此举将推动这家半导体巨头为其他科技公司生产更多芯片的计划，并被视为该公司有史以来最大的一笔收购。\n知情","content":"<p>July 16th, according to people familiar with the matter,<a href=\"https://laohu8.com/S/INTC\">Intel</a>The company is looking at a deal to buy GlobalFoundries, a move that would boost the semiconductor giant's plans to make more chips for other tech companies and is seen as the company's biggest acquisition ever.</p><p>The deal could value GlobalFoundries at around $30 billion, people familiar with the matter said. But there is no guarantee of success, and GlobalFoundries may go ahead with an initial public offering (IPO) as planned. GlobalFoundries is owned by Mubadala Investment Co., the Abu Dhabi government Investment arm, but is headquartered in the United States. The company is not in talks with Intel, a company spokesman said.</p><p>GlobalFoundries is owned by Abu Dhabi sovereign wealth fund Mubadala Investments, but is based in the United States. According to research firm Trendforce, GSCN occupies about 7% of the global foundry market in terms of revenue, behind TSMC, Samsung and UMC.</p><p><img src=\"https://static.tigerbbs.com/875739a63d7486f99ea8e73c95c0ec18\" tg-width=\"552\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that GC's major customers include Intel's competitor AMD. This year, the two sides reached a long-term chip assembly supply agreement worth $1.6 billion. This will greatly make Intel's merger and acquisition difficult.</p><p>Intel CEO Pat Gelsinger said in March that Intel would return to fab foundry and announced that it would invest more than $20 billion to expand wafer production facilities in the United States and also drive more investment at home and abroad.</p><p>Previously, a number of semiconductor companies announced production expansion plans. For example, TSMC invested US$100 billion in three years to expand production capacity; SK Hynix, the second largest chip factory in South Korea, has approved its $100 billion expansion plan.</p><p>Qiao An, an analyst at TrendForce Consulting, once said that the global demand for semiconductors is still strong, coupled with the tight demand for automotive semiconductors, which leads to the prolonged delivery cycle in the market conditions where most of the foundry processes are difficult to find. Production expansion has become the most direct way to solve the capacity problem.</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>Intel in talks to buy GlobalFoundries for roughly $30 billion</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\">\nIntel in talks to buy GlobalFoundries for roughly $30 billion\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-16 06:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>July 16th, according to people familiar with the matter,<a href=\"https://laohu8.com/S/INTC\">Intel</a>The company is looking at a deal to buy GlobalFoundries, a move that would boost the semiconductor giant's plans to make more chips for other tech companies and is seen as the company's biggest acquisition ever.</p><p>The deal could value GlobalFoundries at around $30 billion, people familiar with the matter said. But there is no guarantee of success, and GlobalFoundries may go ahead with an initial public offering (IPO) as planned. GlobalFoundries is owned by Mubadala Investment Co., the Abu Dhabi government Investment arm, but is headquartered in the United States. The company is not in talks with Intel, a company spokesman said.</p><p>GlobalFoundries is owned by Abu Dhabi sovereign wealth fund Mubadala Investments, but is based in the United States. According to research firm Trendforce, GSCN occupies about 7% of the global foundry market in terms of revenue, behind TSMC, Samsung and UMC.</p><p><img src=\"https://static.tigerbbs.com/875739a63d7486f99ea8e73c95c0ec18\" tg-width=\"552\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that GC's major customers include Intel's competitor AMD. This year, the two sides reached a long-term chip assembly supply agreement worth $1.6 billion. This will greatly make Intel's merger and acquisition difficult.</p><p>Intel CEO Pat Gelsinger said in March that Intel would return to fab foundry and announced that it would invest more than $20 billion to expand wafer production facilities in the United States and also drive more investment at home and abroad.</p><p>Previously, a number of semiconductor companies announced production expansion plans. For example, TSMC invested US$100 billion in three years to expand production capacity; SK Hynix, the second largest chip factory in South Korea, has approved its $100 billion expansion plan.</p><p>Qiao An, an analyst at TrendForce Consulting, once said that the global demand for semiconductors is still strong, coupled with the tight demand for automotive semiconductors, which leads to the prolonged delivery cycle in the market conditions where most of the foundry processes are difficult to find. Production expansion has become the most direct way to solve the capacity problem.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"03086":"华夏纳指","INTC":"英特尔","09086":"华夏纳指-U"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191369396","content_text":"7月16日讯，据知情人士透露，英特尔公司正在研究收购格芯（GlobalFoundries）的交易，此举将推动这家半导体巨头为其他科技公司生产更多芯片的计划，并被视为该公司有史以来最大的一笔收购。\n知情人士说，这笔交易对GlobalFoundries的估值可能在300亿美元左右。但并不能保证一定会成功，GlobalFoundries可能会按计划进行首次公开募股(IPO)。GlobalFoundries为阿布扎比政府投资机构穆巴达拉投资公司(Mubadala Investment Co.)所有，但总部设在美国。该公司发言人说，该公司没有与英特尔进行谈判。\n格芯为阿布扎比主权财富基金 Mubadala 投资公司所有，但总部设在美国。据研究机构集邦咨询（Trendforce）数据，按照营收计算，格芯在全球晶圆代工市场占据了约7%的市场份额，位于台积电、三星和联电之后。\n\n值得关注的是，格芯大客户中包括了英特尔的竞争对手AMD。在今年，双方达成了一项长期的芯片组件供应协议，其价值为16亿美元。这将大大加大英特尔的并购难度。\n英特尔首席执行官帕特·基辛格(Pat Gelsinger)在三月份表示，英特尔将重返晶圆厂代工，并宣布将投入超 200亿美元，扩大美国的晶圆生产设备，也会在海內外推动更多投资。\n此前有多家半导体企业宣布了扩产计划，例如台积电三年内投资1000亿美元用于扩大产能；韩国第二大芯片厂SK海力士千亿美元扩产计划获批。\n集邦咨询分析师乔安曾表示，全球半导体需求仍然强劲，加上车用半导体需求吃紧，导致晶圆代工各制程产能多半难求的市况下，交付周期延长。扩产成为解决产能问题的最直接方法。","news_type":1,"symbols_score_info":{"09086":0.9,"03086":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144429975,"gmtCreate":1626311010697,"gmtModify":1703757569794,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/144429975","repostId":"1149769957","repostType":4,"repost":{"id":"1149769957","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":1626309162,"share":"https://ttm.financial/m/news/1149769957?lang=en_US&edition=fundamental","pubTime":"2021-07-15 08:32","market":"hk","language":"zh","title":"Global New Materials International's first-hand winning rate is 25%, and the subscription of 30 lots steadily won the first lot","url":"https://stock-news.laohu8.com/highlight/detail?id=1149769957","media":"老虎资讯综合","summary":"7月15日，环球新材国际发布公告，公司全球发售约2.907亿股股份，其中香港发售股份2906.8万股，国际发售股份约2.616亿股，另有15%超额配股权；发售价已厘定为每股发售股份3.25港元，每手买","content":"<p>On July 15,<a href=\"https://laohu8.com/S/06616\">Global New Materials International</a>Announced that the company offered about 290.7 million shares globally, including 29.068 million shares offered in Hong Kong, about 261.6 million shares offered internationally, and 15% over-allotment option; The Offer Price has been determined at HK$3.25 per Offer Share for board lot of 1000 Shares; Essence International is the sole sponsor and it is expected that the Shares will be listed on the Main Board of the Stock Exchange on 16 July 2021.</p><p><b>The relevant data of Tiger Information are as follows:</b></p><p><img src=\"https://static.tigerbbs.com/4b76e3a927dd2b5ff976fe7b4e2a799a\" tg-width=\"1059\" tg-height=\"824\"></p><p><b>Assignment Results:</b></p><p>Group A has 1,000 shares per lot, with a successful rate of 25%, and 30 subscriptions are stable.</p><p>Group B had 2 million shares (2,000 lots) and 296,000 shares (296 lots) were allocated.</p><p><img src=\"https://static.tigerbbs.com/8a6cb8721b0face116cb998e57b2fec5\" tg-width=\"540\" tg-height=\"367\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e9a4a03e59eb9a81722356c3056fd911\" tg-width=\"552\" tg-height=\"740\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/dcc8c011d01e0cb585024ccef1c0f326\" tg-width=\"539\" tg-height=\"771\" referrerpolicy=\"no-referrer\"></p><p>The Offer Shares initially offered under the International Offering have been slightly over-subscribed. The total number of Shares subscribed for in the International Offering was 302.8 million Shares, representing approximately 1.16 times the total number of Offer Shares initially available under the International Offering. The Hong Kong Offer Shares initially offered under the Hong Kong Public Offering have been over-subscribed. A total of 46,247 valid applications were received for a total of 313.7 million Hong Kong Offer Shares, representing approximately 10.79 times the total number of Hong Kong Offer Shares initially available under the Hong Kong Public Offering.</p><p>Based on the Offer Price of HK$3.25 per Offer Share and pursuant to the Cornerstone Investment Agreement, the Cornerstone Investors have subscribed for 27.065 million Offer Shares at the final Offer Price, representing approximately 9.31% of the total number of Offer Shares initially available under the Global Offering (prior to the exercise of any Over-allotment Option) and approximately 2.32% of the Shares in issue immediately following completion of the Global Offering (prior to the exercise of any Over-allotment Option).</p><p>Based on the Offer Price of HK$3.25 per Offer Share and assuming the Over-allotment Option is not exercised, the net proceeds to be received by the Company from the Global Offering are estimated to be approximately HK$879 million. If the Over-allotment Option is exercised in full, the additional net proceeds received by the Company in respect of the 43.601 million Offer Shares issued pursuant to the exercise of the Over-allotment Option, based on the Offer Price of HK$3.25 per Offer Share, will be approximately HK$141.7 million. If the Over-allotment Option is exercised, the Company will apply the net proceeds on a pro rata basis.</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>Global New Materials International's first-hand winning rate is 25%, and the subscription of 30 lots steadily won the first lot</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\">\nGlobal New Materials International's first-hand winning rate is 25%, and the subscription of 30 lots steadily won the first lot\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-15 08:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 15,<a href=\"https://laohu8.com/S/06616\">Global New Materials International</a>Announced that the company offered about 290.7 million shares globally, including 29.068 million shares offered in Hong Kong, about 261.6 million shares offered internationally, and 15% over-allotment option; The Offer Price has been determined at HK$3.25 per Offer Share for board lot of 1000 Shares; Essence International is the sole sponsor and it is expected that the Shares will be listed on the Main Board of the Stock Exchange on 16 July 2021.</p><p><b>The relevant data of Tiger Information are as follows:</b></p><p><img src=\"https://static.tigerbbs.com/4b76e3a927dd2b5ff976fe7b4e2a799a\" tg-width=\"1059\" tg-height=\"824\"></p><p><b>Assignment Results:</b></p><p>Group A has 1,000 shares per lot, with a successful rate of 25%, and 30 subscriptions are stable.</p><p>Group B had 2 million shares (2,000 lots) and 296,000 shares (296 lots) were allocated.</p><p><img src=\"https://static.tigerbbs.com/8a6cb8721b0face116cb998e57b2fec5\" tg-width=\"540\" tg-height=\"367\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e9a4a03e59eb9a81722356c3056fd911\" tg-width=\"552\" tg-height=\"740\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/dcc8c011d01e0cb585024ccef1c0f326\" tg-width=\"539\" tg-height=\"771\" referrerpolicy=\"no-referrer\"></p><p>The Offer Shares initially offered under the International Offering have been slightly over-subscribed. The total number of Shares subscribed for in the International Offering was 302.8 million Shares, representing approximately 1.16 times the total number of Offer Shares initially available under the International Offering. The Hong Kong Offer Shares initially offered under the Hong Kong Public Offering have been over-subscribed. A total of 46,247 valid applications were received for a total of 313.7 million Hong Kong Offer Shares, representing approximately 10.79 times the total number of Hong Kong Offer Shares initially available under the Hong Kong Public Offering.</p><p>Based on the Offer Price of HK$3.25 per Offer Share and pursuant to the Cornerstone Investment Agreement, the Cornerstone Investors have subscribed for 27.065 million Offer Shares at the final Offer Price, representing approximately 9.31% of the total number of Offer Shares initially available under the Global Offering (prior to the exercise of any Over-allotment Option) and approximately 2.32% of the Shares in issue immediately following completion of the Global Offering (prior to the exercise of any Over-allotment Option).</p><p>Based on the Offer Price of HK$3.25 per Offer Share and assuming the Over-allotment Option is not exercised, the net proceeds to be received by the Company from the Global Offering are estimated to be approximately HK$879 million. If the Over-allotment Option is exercised in full, the additional net proceeds received by the Company in respect of the 43.601 million Offer Shares issued pursuant to the exercise of the Over-allotment Option, based on the Offer Price of HK$3.25 per Offer Share, will be approximately HK$141.7 million. If the Over-allotment Option is exercised, the Company will apply the net proceeds on a pro rata basis.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26d35a88c8d9d9d46abd395d2bd24396","relate_stocks":{"06616":"环球新材国际"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149769957","content_text":"7月15日，环球新材国际发布公告，公司全球发售约2.907亿股股份，其中香港发售股份2906.8万股，国际发售股份约2.616亿股，另有15%超额配股权；发售价已厘定为每股发售股份3.25港元，每手买卖单位1000股；安信国际为独家保荐人，预期股份将于2021年7月16日于联交所主板挂牌上市。\n老虎资讯整理相关数据如下：\n\n分配结果：\n甲组每手1000股，一手中签率25%，认购30手稳中一手。\n乙组头为200万股（2000手），获配296000股（296手）。\n\n根据国际发售初步提呈发售的发售股份已获轻微超额认购。国际发售中获认购股份总数为3.028亿股，相当于国际发售项下初步可供认购的发售股份总数约1.16倍。根据香港公开发售初步提呈发售的香港发售股份已获超额认购。接获合共46,247份有效申请，认购合共3.137亿股香港发售股份，相当于香港公开发售项下初步可供认购的香港发售股份总数约10.79倍。\n按每股发售股份3.25港元的发售价计算，并根据基石投资协议，基石投资者已按最终发售价认购2706.5万股发售股份，占全球发售项下初步可供认购发售股份总数约9.31%(任何超额配股权获行使前)及紧随全球发售完成后已发行股份约2.32%(任何超额配股权获行使前)。\n按每股发售股份3.25港元的发售价计算，并假设超额配股权未获行使，公司将自全球发售收取的所得款项净额估计约为8.79亿港元。倘超额配股权获悉数行使，按每股发售股份3.25港元的发售价计算，公司就因超额配股权获行使而发行的4360.1万股发售股份收取的额外所得款项净额将约为1.417亿港元。倘超额配股权获行使，公司将按比例应用所得款项净额。","news_type":1,"symbols_score_info":{"06616":0.9}},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981921075,"gmtCreate":1666388692497,"gmtModify":1676537749390,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9981921075","repostId":"1191430808","repostType":4,"repost":{"id":"1191430808","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":1666367381,"share":"https://ttm.financial/m/news/1191430808?lang=en_US&edition=fundamental","pubTime":"2022-10-21 23:49","market":"us","language":"zh","title":"Tesla rose more than 2%, \"Wood Sister\" flagship fund bought Tesla stock again on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1191430808","media":"老虎资讯综合","summary":"10月21日，特斯拉盘中涨超2%，“木头姐”Cathie Wood的方舟基金在周四再次买入66,190股特斯拉股票。方舟基金上一次加仓是在10月4日，当时特斯拉发布了低于预期的交付量。","content":"<p><html><head></head><body>On October 21,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Intraday gains of more than 2%, \"Sister Wood\" Cathie Wood's Ark Fund bought 66,190 Tesla shares again on Thursday. The Ark Fund last added a position on Oct. 4, when Tesla posted lower-than-expected deliveries.</p><p><img src=\"https://static.tigerbbs.com/7a0f15cfdf010b0c51ededb0762d9744\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla rose more than 2%, \"Wood Sister\" flagship fund bought Tesla stock again on Thursday</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 rose more than 2%, \"Wood Sister\" flagship fund bought Tesla stock again on Thursday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-10-21 23:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On October 21,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Intraday gains of more than 2%, \"Sister Wood\" Cathie Wood's Ark Fund bought 66,190 Tesla shares again on Thursday. The Ark Fund last added a position on Oct. 4, when Tesla posted lower-than-expected deliveries.</p><p><img src=\"https://static.tigerbbs.com/7a0f15cfdf010b0c51ededb0762d9744\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191430808","content_text":"10月21日，特斯拉盘中涨超2%，“木头姐”Cathie Wood的方舟基金在周四再次买入66,190股特斯拉股票。方舟基金上一次加仓是在10月4日，当时特斯拉发布了低于预期的交付量。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914418592,"gmtCreate":1665356177116,"gmtModify":1676537589537,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"😉","listText":"😉","text":"😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914418592","repostId":"2274373217","repostType":4,"repost":{"id":"2274373217","kind":"highlight","pubTimestamp":1665298374,"share":"https://ttm.financial/m/news/2274373217?lang=en_US&edition=fundamental","pubTime":"2022-10-09 14:52","market":"us","language":"zh","title":"Is the quality control of \"new forces\" in the United States too poor? Rivian recalls nearly every vehicle it sold","url":"https://stock-news.laohu8.com/highlight/detail?id=2274373217","media":"华尔街见闻","summary":"Rivian 表示，这一安全隐患可能导致车轮过度外倾甚至倾斜，在一些极端情况下还会导致车轮与汽车分离，影响司机操控汽车。","content":"<p><html><head></head><body>Rivian is recalling nearly every vehicle it produces due to safety hazards from loose parts. On Saturday, October 8, local time, American electric vehicle manufacturer Rivian issued a notice saying that a fastener connecting the control arm and steering knuckle on its vehicle may be improperly installed, a problem that may lead to excessive camber or even tilting of the wheels, and in some extreme cases, it can also cause the wheels to separate from the car, affecting the driver's handling of the car. The company decided to recall almost all of its vehicles.</p><p>According to media reports, a spokesperson for Rivian said the recall involves about 13,000 vehicles built by the company between late 2021 and September 2022, and there are no known injuries related to the potential problem. Rivian Estimates,<b>Of the vehicles recalled, 1% were affected by the issue.</b></p><p>The spokesperson also said that Rivian first started producing vehicles in September 2021 and had produced more than 15,000 vehicles as of the third quarter of this year. The recall involves all three models currently sold by Rivian: an electric pickup truck, an SUV and a commercial delivery van.</p><p>Rivian emailed all affected customers about the recall and<b>Expect negligible financial impact from the recall and expect all vehicles to be inspected within 30 days.</b></p><p>The recall comes at a critical time for Rivian, which is accelerating production at its Illinois facility to meet its full-year production goal of 25,000 vehicles.</p><p>While Rivian shined in its IPO last year, things have been tougher this year, with shortages on the supply side, particularly in semiconductors, continuing to hinder it from ramping up production and pushing up costs. The company's shares are down nearly 67% this year.</p><p>Rivian's shares were largely flat in after-hours trading after news of the recall broke late Friday. As of Friday's close, Rivian's market capitalization was $33.7 billion.<img src=\"https://static.tigerbbs.com/1320cb93a709ac148d43d4a22676a498\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>In August, Rivian learned of the safety hazard and subsequently launched an investigation, according to a notice filed with the National Highway Traffic Safety Administration. As of Sept. 28, the company had identified six cases of loose parts and decided to recall the vehicles.</p><p>In a letter from Rivian CEO RJ Scaringe, customers were reminded to stop driving the vehicle if they encountered any steering issues and \"it is important not to downplay the potential risks and why we voluntarily conducted the recall\".</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is the quality control of \"new forces\" in the United States too poor? Rivian recalls nearly every vehicle it sold</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\">\nIs the quality control of \"new forces\" in the United States too poor? Rivian recalls nearly every vehicle it sold\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-10-09 14:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Rivian is recalling nearly every vehicle it produces due to safety hazards from loose parts. On Saturday, October 8, local time, American electric vehicle manufacturer Rivian issued a notice saying that a fastener connecting the control arm and steering knuckle on its vehicle may be improperly installed, a problem that may lead to excessive camber or even tilting of the wheels, and in some extreme cases, it can also cause the wheels to separate from the car, affecting the driver's handling of the car. The company decided to recall almost all of its vehicles.</p><p>According to media reports, a spokesperson for Rivian said the recall involves about 13,000 vehicles built by the company between late 2021 and September 2022, and there are no known injuries related to the potential problem. Rivian Estimates,<b>Of the vehicles recalled, 1% were affected by the issue.</b></p><p>The spokesperson also said that Rivian first started producing vehicles in September 2021 and had produced more than 15,000 vehicles as of the third quarter of this year. The recall involves all three models currently sold by Rivian: an electric pickup truck, an SUV and a commercial delivery van.</p><p>Rivian emailed all affected customers about the recall and<b>Expect negligible financial impact from the recall and expect all vehicles to be inspected within 30 days.</b></p><p>The recall comes at a critical time for Rivian, which is accelerating production at its Illinois facility to meet its full-year production goal of 25,000 vehicles.</p><p>While Rivian shined in its IPO last year, things have been tougher this year, with shortages on the supply side, particularly in semiconductors, continuing to hinder it from ramping up production and pushing up costs. The company's shares are down nearly 67% this year.</p><p>Rivian's shares were largely flat in after-hours trading after news of the recall broke late Friday. As of Friday's close, Rivian's market capitalization was $33.7 billion.<img src=\"https://static.tigerbbs.com/1320cb93a709ac148d43d4a22676a498\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>In August, Rivian learned of the safety hazard and subsequently launched an investigation, according to a notice filed with the National Highway Traffic Safety Administration. As of Sept. 28, the company had identified six cases of loose parts and decided to recall the vehicles.</p><p>In a letter from Rivian CEO RJ Scaringe, customers were reminded to stop driving the vehicle if they encountered any steering issues and \"it is important not to downplay the potential risks and why we voluntarily conducted the recall\".</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3671902\">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/fbe1978aa2a9f9f30678043cc1967d5f","relate_stocks":{"BK4099":"汽车制造商","RIVN":"Rivian Automotive, Inc.","BK4555":"新能源车"},"source_url":"https://wallstreetcn.com/articles/3671902","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274373217","content_text":"由于零部件松动带来的安全隐患，Rivian 召回了几乎所有生产的车辆。当地时间10月8日周六，美国电动车制造商 Rivian 发布通知称，连接其车辆上控制臂和转向节的一个紧固件可能安装不当，这一问题可能导致车轮过度外倾甚至倾斜，在一些极端情况下还会导致车轮与汽车分离，影响司机操控汽车。该公司决定召回几乎所有的车辆。据媒体报道，Rivian 的一名发言人表示，此次召回涉及该公司在2021年底至2022年9月期间生产的约1.3万辆汽车，目前还没有已知与该潜在问题有关的人员伤亡。Rivian 估计，在被召回的车辆中，有1%的车辆受到该问题的影响。发言人还称，Rivian 于2021年9月首次开始生产汽车，截至今年第三季度共生产了1.5万多辆汽车。此次召回涉及 Rivian 目前销售的所有三款车型：电动皮卡、SUV和商用送货货车。Rivian 向所有受影响的客户发送了关于召回的电子邮件，并预计召回的财务影响可以忽略不计，并希望在30天内对所有车辆进行检查。此次召回发生在 Rivian 的关键时刻，该公司为了实现2.5万辆的全年生产目标，正在加快其位于伊利诺伊州工厂的生产。尽管 Rivian 去年在IPO中大放异彩，但今年的形势更为艰难，供应方面尤其是半导体的短缺继续阻碍其增产，并推高了成本。该公司股价今年以来下跌了近67%。在周五晚些时候传出召回消息后，Rivian 的股价在盘后交易中基本持平。截至周五收盘，Rivian的市值为337亿美元。根据提交给美国国家公路交通安全管理局的一份通知，今年8月，Rivian 得知了这一安全隐患并随后展开了调查。截至9月28日，该公司发现了6起零部件松动的案例，并决定召回这些车辆。Rivian 首席执行官 RJ Scaringe 一封信中提醒客户，如果遇到任何转向问题请停止驾驶车辆，“重要的是不要淡化潜在风险，以及为什么我们自愿进行召回”。","news_type":1,"symbols_score_info":{"RIVN":1}},"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030322314,"gmtCreate":1645651634858,"gmtModify":1676534048085,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"🤣","listText":"🤣","text":"🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030322314","repostId":"1129874331","repostType":4,"repost":{"id":"1129874331","kind":"news","pubTimestamp":1645630215,"share":"https://ttm.financial/m/news/1129874331?lang=en_US&edition=fundamental","pubTime":"2022-02-23 23:30","market":"us","language":"zh","title":"How big is the impact of Biden's sanctions on Russian sovereign bonds?","url":"https://stock-news.laohu8.com/highlight/detail?id=1129874331","media":"金十数据","summary":"对俄罗斯来说，短期内制裁可能不疼不痒。美国对俄罗斯主权债务的制裁让全球投资者意识到，即使乌克兰危机升级后俄罗斯国债已大幅下跌，但未来仍可能进一步下跌。尽管美国总统拜登宣布的措施并没有极大限制地俄罗斯获","content":"<p><html><head></head><body>For Russia, sanctions may not hurt in the short term. U.S. sanctions on Russia's sovereign debt have made global investors aware that even if Russia's Treasury Bond has fallen sharply following the escalation of the Ukrainian crisis, it could still fall further in the future.</p><p>While the measures announced by U.S. President Joe Biden did not significantly restrict Russia's access to funding, its action on Tuesday was a warning. Investors remain wary of the potential for more sanctions, moves that could affect more Russian banks and even limit the ability of Russian rubles to be converted into foreign currencies.</p><p>Under the sanctions, many U.S. -linked investors will not be able to buy any new Russian sovereign bonds issued after March 1 in the secondary market after they had been restricted from buying them in the primary market. The primary market appears to be the main target of sanctions, but as Russia considers refinancing activities, this could have a knock-on effect on its existing debt and potential future risks.</p><p>Clay Lowery, executive vice president of the Institute of International Finance, said:</p><p>\"In the short term, this is unlikely to affect the Russian economy. But in the long term, this move, combined with other actions by European countries, could hinder Russia's economic growth.\" Russian asset prices take a beating</p><p>With the escalation of the Ukraine crisis, European and American sanctions and possible further measures have increased the pressure on Russian assets, whose asset prices have fallen sharply.</p><p>Credit default swap data shows the cost of insuring debt in Russia has soared to about 342 basis points, up from just over 100 basis points in mid-December last year. Popular ETFs investing in large Russian stocks also sold off on Tuesday, with the $1.4 billion VanEck Russia ETF posting its biggest drop since the pandemic hit global markets in March 2020. Meanwhile, the ruble has fallen more than 5% year-to-date, making it the world's worst-performing major currency.</p><p><img src=\"https://static.tigerbbs.com/6b3ac1ba99953e5bc31a08e5a309cc5d\" tg-width=\"830\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/></p><p>A senior U.S. administration official told reporters that the sanctions imposed on Russia's sovereign debt have targeted primary markets, which are key for the state to raise funds. Very similar measures have been implemented in Europe, according to the official. Japanese Prime Minister Fumio Kishida also said Wednesday that he would ban the issuance and sale of new Russian government bonds in Japan.</p><p>U.S. residents held about $14 billion in long-term Russian bonds as of December, slightly more than Turkish bonds but less than half the U.S. holdings of Norwegian bonds, according to Treasury Department data.</p><p>On Tuesday, Russia's euro bonds due 2028 fell 3.7 cents to 136 cents of the face value of the dollar, the lowest level since 2015, on the back of U.S. sanctions. according to<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>The additional yield on Russia's sovereign debt relative to the U.S. Treasury Bond rose 50 basis points to 330 basis points on Tuesday.</p><p>Investors weigh the impact of sanctions</p><p>The U.S. Treasury Department had warned that sanctions on Russia's sovereign debt market would put global finance at risk of turmoil. Now, investors are weighing the possibility of further sanctions and how they will manifest themselves in the market.</p><p>The rally in Russian stocks on Wednesday also underscored warnings from investors that the sanctions were just bluff. Guido Chamorro, head of Pictet Asset Management in London, believes that although sanctions mean Russia will not be able to borrow from abroad for some time, Russia can perfectly \"live\" without foreign funds.</p><p>In his view, the double balance of payments surplus, low external debt level and high foreign exchange reserves mean that Russia is relatively self-sufficient. He thinks:</p><p>\"If the sanctions end here, then we may not see much additional sell order because the price has already been adjusted. But if the situation escalates further and leads to more and tougher sanctions, then it's all over. From eurobonds to the ruble, tougher sanctions could lead to a larger downward trend for all Russian assets. Jack McIntyre, portfolio manager at Brandywine Global Investment Management, said:</p><p>\"As long as the existing Russian debt is not included, the market will be fine. Because we can choose to sell or increase our positions if necessary. These are not tough sanctions, and obviously they are intentional,\" wrote Cathy Hepworth, director of PGIM Fixed Income, which manages $72 billion in emerging market debt.</p><p>\"While this makes it harder for Russia to issue foreign debt, they really don't need it. If sanctions are tightened in the future (such as involving more Russian banks), it could make it harder for local banks to pay their debt,\" said Jens Nystedt, senior asset manager at Emso Asset Management.</p><p>\"I think this is only the first round of sanctions, and the US and Europe will leave a hand depending on how things develop.\"</body></html></p>","source":"jssj","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>How big is the impact of Biden's sanctions on Russian sovereign bonds?</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\">\nHow big is the impact of Biden's sanctions on Russian sovereign bonds?\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\">2022-02-23 23:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>For Russia, sanctions may not hurt in the short term. U.S. sanctions on Russia's sovereign debt have made global investors aware that even if Russia's Treasury Bond has fallen sharply following the escalation of the Ukrainian crisis, it could still fall further in the future.</p><p>While the measures announced by U.S. President Joe Biden did not significantly restrict Russia's access to funding, its action on Tuesday was a warning. Investors remain wary of the potential for more sanctions, moves that could affect more Russian banks and even limit the ability of Russian rubles to be converted into foreign currencies.</p><p>Under the sanctions, many U.S. -linked investors will not be able to buy any new Russian sovereign bonds issued after March 1 in the secondary market after they had been restricted from buying them in the primary market. The primary market appears to be the main target of sanctions, but as Russia considers refinancing activities, this could have a knock-on effect on its existing debt and potential future risks.</p><p>Clay Lowery, executive vice president of the Institute of International Finance, said:</p><p>\"In the short term, this is unlikely to affect the Russian economy. But in the long term, this move, combined with other actions by European countries, could hinder Russia's economic growth.\" Russian asset prices take a beating</p><p>With the escalation of the Ukraine crisis, European and American sanctions and possible further measures have increased the pressure on Russian assets, whose asset prices have fallen sharply.</p><p>Credit default swap data shows the cost of insuring debt in Russia has soared to about 342 basis points, up from just over 100 basis points in mid-December last year. Popular ETFs investing in large Russian stocks also sold off on Tuesday, with the $1.4 billion VanEck Russia ETF posting its biggest drop since the pandemic hit global markets in March 2020. Meanwhile, the ruble has fallen more than 5% year-to-date, making it the world's worst-performing major currency.</p><p><img src=\"https://static.tigerbbs.com/6b3ac1ba99953e5bc31a08e5a309cc5d\" tg-width=\"830\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/></p><p>A senior U.S. administration official told reporters that the sanctions imposed on Russia's sovereign debt have targeted primary markets, which are key for the state to raise funds. Very similar measures have been implemented in Europe, according to the official. Japanese Prime Minister Fumio Kishida also said Wednesday that he would ban the issuance and sale of new Russian government bonds in Japan.</p><p>U.S. residents held about $14 billion in long-term Russian bonds as of December, slightly more than Turkish bonds but less than half the U.S. holdings of Norwegian bonds, according to Treasury Department data.</p><p>On Tuesday, Russia's euro bonds due 2028 fell 3.7 cents to 136 cents of the face value of the dollar, the lowest level since 2015, on the back of U.S. sanctions. according to<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>The additional yield on Russia's sovereign debt relative to the U.S. Treasury Bond rose 50 basis points to 330 basis points on Tuesday.</p><p>Investors weigh the impact of sanctions</p><p>The U.S. Treasury Department had warned that sanctions on Russia's sovereign debt market would put global finance at risk of turmoil. Now, investors are weighing the possibility of further sanctions and how they will manifest themselves in the market.</p><p>The rally in Russian stocks on Wednesday also underscored warnings from investors that the sanctions were just bluff. Guido Chamorro, head of Pictet Asset Management in London, believes that although sanctions mean Russia will not be able to borrow from abroad for some time, Russia can perfectly \"live\" without foreign funds.</p><p>In his view, the double balance of payments surplus, low external debt level and high foreign exchange reserves mean that Russia is relatively self-sufficient. He thinks:</p><p>\"If the sanctions end here, then we may not see much additional sell order because the price has already been adjusted. But if the situation escalates further and leads to more and tougher sanctions, then it's all over. From eurobonds to the ruble, tougher sanctions could lead to a larger downward trend for all Russian assets. Jack McIntyre, portfolio manager at Brandywine Global Investment Management, said:</p><p>\"As long as the existing Russian debt is not included, the market will be fine. Because we can choose to sell or increase our positions if necessary. These are not tough sanctions, and obviously they are intentional,\" wrote Cathy Hepworth, director of PGIM Fixed Income, which manages $72 billion in emerging market debt.</p><p>\"While this makes it harder for Russia to issue foreign debt, they really don't need it. If sanctions are tightened in the future (such as involving more Russian banks), it could make it harder for local banks to pay their debt,\" said Jens Nystedt, senior asset manager at Emso Asset Management.</p><p>\"I think this is only the first round of sanctions, and the US and Europe will leave a hand depending on how things develop.\"</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/details/90384\">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/b723feb7135a01ca53f3c6edab4b9665","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/90384","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129874331","content_text":"对俄罗斯来说，短期内制裁可能不疼不痒。美国对俄罗斯主权债务的制裁让全球投资者意识到，即使乌克兰危机升级后俄罗斯国债已大幅下跌，但未来仍可能进一步下跌。尽管美国总统拜登宣布的措施并没有极大限制地俄罗斯获得资金，但其周二的行动是一个警告。投资者仍对潜在的更多制裁保持警惕，这些举措可能会影响更多的俄罗斯银行，甚至会限制俄罗斯卢布兑换成外币的能力。根据制裁，许多与美国相关的投资者将不能在二级市场购买3月1日之后新发行的任何俄罗斯主权债券，此前他们已被限制在一级市场购买这些债券。一级市场似乎是制裁的主要目标，但随着俄罗斯考虑再融资活动，这可能就会对其现有债务和未来的潜在风险产生连锁反应。国际金融协会执行副会长Clay Lowery称：“短期内，这不大可能影响俄罗斯经济。但从长远来看，这一举措加上欧洲国家的其他行动，可能会阻碍俄罗斯的经济增长。”俄罗斯资产价格遭受重挫随着乌克兰危机的升级，欧美的制裁以及可能进一步采取的措施，增加了俄罗斯资产面临的压力，俄罗斯的资产价格已经急剧下降。信用违约互换数据显示，俄罗斯债务保险的成本已飙升至约342个基点，去年12月中旬时仅略高于100个基点。周二，投资俄罗斯大型股票的热门ETF也出现抛售，市值达14亿美元的VanEck俄罗斯ETF创下了自2020年3月新冠疫情冲击全球市场以来的最大跌幅。与此同时，卢布今年迄今已下跌逾5%，是全球表现最差的主要货币。美国政府一名高级官员对记者表示，对俄罗斯主权债务实施的制裁主要针对一级市场，而一级市场是国家筹集资金的关键。据这位官员称，欧洲已经实施了非常类似的措施。日本首相岸田文雄周三也表示，他将禁止在日本发行和出售新的俄罗斯政府债券。美国财政部数据显示，截至去年12月，美国居民持有的俄罗斯长期债券规模约为140亿美元，略高于土耳其债券，但不到美国所持挪威债券的一半。周二，受美国制裁措施影响，俄罗斯2028年到期的欧元债券下跌3.7美分，至1美元面值的136美分，为2015年以来的最低水平。根据摩根大通的指数，俄罗斯主权债务相对于美国国债的额外收益率在周二上升了50个基点，至330个基点。投资者权衡制裁的影响美国财政部曾警告称，制裁俄罗斯主权债务市场将导致全球金融面临动荡的风险。现在，投资者正在权衡进一步制裁的可能性，以及这些制裁将如何在市场上表现出来。周三俄罗斯股市的反弹也突显出投资者认为制裁只是虚张声势的警告。Pictet Asset Management驻伦敦的主管Guido Chamorro认为，尽管制裁意味着俄罗斯将在一段时间内无法从国外借款，但俄罗斯完全可以在没有外国资金的情况下“过日子”。在他看来，国际收支双顺差、较低的外债水平和较高的外汇储备意味着俄罗斯相对能够自给自足。他认为：“如果制裁到此为止，那么我们可能不会看到太多额外的卖盘，因价格已经调整完毕。但是，如果局势进一步升级，导致更多更严厉的制裁，那么一切都完了。从欧元债券到卢布，更严厉的制裁可能导致俄罗斯所有资产出现更大的下行趋势。Brandywine Global Investment Management投资组合经理Jack McIntyre表示：“只要不包括现有的俄罗斯债务，市场就会好起来的。因为在必要情况下，我们可以选择出售或增持头寸。这些不是严厉的制裁，显然这是有意为之。”管理着720亿美元的新兴市场债务的PGIM Fixed Income的主管Cathy Hepworth写道:“虽然这让俄罗斯发行外债变得更加困难，但他们真的不需要。如果今后制裁力度加大（比如涉及到更多的俄罗斯银行），这可能会让当地银行更难偿还债务。”Emso资产管理公司高级资产经理Jens Nystedt表示:“我认为这只是第一轮制裁，美国和欧洲将根据事态的发展留一手。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096843031,"gmtCreate":1644365577740,"gmtModify":1676533917127,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583105234087115","authorIdStr":"3583105234087115"},"themes":[],"htmlText":"💪","listText":"💪","text":"💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096843031","repostId":"2210389755","repostType":4,"isVote":1,"tweetType":1,"viewCount":1593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}