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SQ1128

SQ1128

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2021-07-15

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Global New Materials International's first-hand winning rate is 25%, and 30 subscriptions are secure in one lot

2022-03-21

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This week's preview | Tencent, Xiaomi, Meituan and other financial reports are coming together!

2021-09-22

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Last night and this morning: U.S. stocks rode a "roller coaster", gold rose for the second consecutive day

2021-08-15

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Xiaohongshu is rumored to have started a new round of financing, with a valuation of over US $10 billion

2021-07-29

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Sorry, the original content has been removed

2022-02-26

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Are you the most hurt by the war between Russia and Ukraine? Five suggestions to keep your money bag

2022-02-10

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Last night and this morning | Don't be afraid of CPI! U.S. stocks continue to explode

2022-02-09

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Last night and this morning | U.S. stock bulls exploded! Zhonggai rebounded strongly

2022-11-24

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The new energy vehicle sector of U.S. stocks rose, Tesla rose more than 5%

2022-07-15

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Night Reading | How to stick to the inner "investment rhythm"?

2022-06-21

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Ice and fire, will the rise of A shares and the fall of US stocks become the new normal?

2022-06-09

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Here Are 3 Singapore Stocks I Would Look to Add In A Bear Market

2022-01-29

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@TigerEvents:Join Tiger Ski Championship, Win a Bonus of Up to USD 2022

2022-01-15

88

28 billion rights issue! The securities "first brother" collapsed himself first

2021-07-21

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United's performance exceeds expectations, rebound in travel demand supports company's performance guidance

2023-04-12

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@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher

2022-12-03

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@TigerEvents:Join Tiger's Football Season, share the prizes worth up to US$200,000

2022-11-03

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2022-11-02

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2022-11-01

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Go to Tiger App to see more news

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day.Goalke","images":[{"img":"https://community-static.tradeup.com/news/e8c9b6ab16214df413c77708cf5957bf","width":"404","height":"707"},{"img":"https://community-static.tradeup.com/news/6f0ddb54cc9e55b9b9b59a0c9908bfb5","width":"358","height":"471"},{"img":"https://community-static.tradeup.com/news/d9cc4adf57a9972e62e94d321ecc6734","width":"402","height":"712"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963969638","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968241962,"gmtCreate":1669248901357,"gmtModify":1676538172710,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968241962","repostId":"1183260218","repostType":2,"repost":{"id":"1183260218","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":1669216291,"share":"https://ttm.financial/m/news/1183260218?lang=en_US&edition=fundamental","pubTime":"2022-11-23 23:11","market":"other","language":"zh","title":"The new energy vehicle sector of U.S. stocks rose, Tesla rose more than 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1183260218","media":"老虎资讯综合","summary":"11月23日，美股新能源车板块走高，蔚来涨超7%，特斯拉涨5.5%，小鹏汽车、理想汽车均涨超4%，Rivian涨近3%","content":"<p><html><head></head><body>On November 23, the new energy vehicle sector of the U.S. stock market rose.<a href=\"https://laohu8.com/S/NIO\">Nio</a>Rose more than 7%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up 5.5%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Both rose more than 4%,<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>Up nearly 3%</p><p><img src=\"https://static.tigerbbs.com/7228019e49e356544a10d5aa2819722c\" 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\" 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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\">2022-11-23 23:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On November 23, the new energy vehicle sector of the U.S. stock market rose.<a href=\"https://laohu8.com/S/NIO\">Nio</a>Rose more than 7%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up 5.5%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Both rose more than 4%,<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>Up nearly 3%</p><p><img src=\"https://static.tigerbbs.com/7228019e49e356544a10d5aa2819722c\" 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/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"161028":"新能源车","399417":"新能源车","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4551":"寇图资本持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4574":"无人驾驶","LU1548497426.USD":"安联环球人工智能AT Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4099":"汽车制造商"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183260218","content_text":"11月23日，美股新能源车板块走高，蔚来涨超7%，特斯拉涨5.5%，小鹏汽车、理想汽车均涨超4%，Rivian涨近3%","news_type":1,"symbols_score_info":{"161028":0.9,"399417":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985417549,"gmtCreate":1667439412782,"gmtModify":1676537918120,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985417549","isVote":1,"tweetType":1,"viewCount":2578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985612076,"gmtCreate":1667371098995,"gmtModify":1676537906805,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985612076","isVote":1,"tweetType":1,"viewCount":3316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982774646,"gmtCreate":1667263366885,"gmtModify":1676537886861,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982774646","isVote":1,"tweetType":1,"viewCount":3095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982236448,"gmtCreate":1667182907184,"gmtModify":1676537872725,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982236448","isVote":1,"tweetType":1,"viewCount":2850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913853632,"gmtCreate":1663974238126,"gmtModify":1676537371434,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913853632","repostId":"2269777469","repostType":2,"isVote":1,"tweetType":1,"viewCount":2827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076812283,"gmtCreate":1657837678942,"gmtModify":1676536067522,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076812283","repostId":"1149781049","repostType":4,"repost":{"id":"1149781049","kind":"news","pubTimestamp":1657812445,"share":"https://ttm.financial/m/news/1149781049?lang=en_US&edition=fundamental","pubTime":"2022-07-14 23:27","market":"hk","language":"zh","title":"Night Reading | How to stick to the inner \"investment rhythm\"?","url":"https://stock-news.laohu8.com/highlight/detail?id=1149781049","media":"中国证券报","summary":"“大盘必须守住这个点位才有希望”“我看好在这个点位加仓”......如同高考放榜时扣人心弦的录取分数线一样，股市里的一些“关键位置”也在相当大程度上影响着投资者的判断，仿佛向上穿透后便会迎来渴望已久的","content":"<p><div>\"The market must hold this point to have hope\" \"I am optimistic about increasing positions at this point\"... Just like the exciting admission scores when the college entrance examination results are released, some \"key positions\" in the stock market are also considerable It affects investors' judgment to a considerable extent, as if after penetrating upward, there will be a long-awaited \"bull market\". Once it falls, it will trigger a series of selling orders and \"cutting meat\". The market goes up and down one after another, and the mood also goes up and down. However, is it really appropriate to pay too much attention to external market fluctuations and pin investment decisions on them? 1. Be not afraid of fluctuations and insist on self-judgment. There are many interferences in the investment process,...</p><p><a href=\"https://mp.weixin.qq.com/s/Jcl0Lp4ndy-U5W-6JWunrA\">Web link</a></div></p>","source":"zgzqb","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>Night Reading | How to stick to the inner \"investment rhythm\"?</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\">\nNight Reading | How to stick to the inner \"investment rhythm\"?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2022-07-14 23:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>\"The market must hold this point to have hope\" \"I am optimistic about increasing positions at this point\"... Just like the exciting admission scores when the college entrance examination results are released, some \"key positions\" in the stock market are also considerable It affects investors' judgment to a considerable extent, as if after penetrating upward, there will be a long-awaited \"bull market\". Once it falls, it will trigger a series of selling orders and \"cutting meat\". The market goes up and down one after another, and the mood also goes up and down. However, is it really appropriate to pay too much attention to external market fluctuations and pin investment decisions on them? 1. Be not afraid of fluctuations and insist on self-judgment. There are many interferences in the investment process,...</p><p><a href=\"https://mp.weixin.qq.com/s/Jcl0Lp4ndy-U5W-6JWunrA\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/Jcl0Lp4ndy-U5W-6JWunrA\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/de0bbe341ac5d74e1a8d74c9ca5de715","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/Jcl0Lp4ndy-U5W-6JWunrA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149781049","content_text":"“大盘必须守住这个点位才有希望”“我看好在这个点位加仓”......如同高考放榜时扣人心弦的录取分数线一样，股市里的一些“关键位置”也在相当大程度上影响着投资者的判断，仿佛向上穿透后便会迎来渴望已久的“牛市”，一旦失守便会引发一系列的抛单与“割肉”。市场此起彼落，心情也随之上下起伏，然而，过度关注外在的行情波动并将投资决策寄托于其上，真的合适吗？1.无惧波动，坚持自我判断投资过程中面临着诸多干扰，市场价格波动更具备一种难以抵抗的魔力：上涨时令人兴奋，忍不住想要加仓；下跌时又令人忧虑，忍不住又“赶紧割肉，落袋为安”，于是“一涨就买，一跌就卖”的行为循环往复——然而下单后市场却时常戏剧性地“一卖就涨，一买就跌”，令人唏嘘顿足。“一年五倍者如过江之鲫，五年一倍者寥若星辰”，这句话在投资圈里几乎被奉为圭臬。梳理那些真正赚得巨大财富和声望的投资者的经历，不难发现，虽然性格迥异，但坚持自己的判断无疑是最为广泛的共性之一。强如股神巴菲特也曾在上个世纪70年代经历过长期阵痛，伯克希尔哈撒韦的投资组合到1974年时一度损失了接近30%，不过内心坚定“市场对股票价格的反应在任何时候都不能代表它的内在价值”的巴菲特，仍然坚持着自己的策略并拒绝卖出所持有的伯克希尔哈撒韦股票。随着80年代牛市终于来临，股神在迅速收复失地后又开启了一段新的辉煌历程。巴菲特如是，他的挚友芒格如是，他们的同龄人、曾被痛骂“业绩太差”的红杉基金创始人比尔·鲁安亦如是。这些人往往不会轻易根据市场点位作出决策，亦不会因为市场价格的短期波动而改变自身的判断，依靠坚守自己的“投资节奏”，最终创造出为后世称道的无数次成功的交易。2.保持理性与勤奋耕耘面对市场的波动，坚守内心首先需要的是理性。暂时性的震荡并不意味着必然的损失，与其由着自己的心绪如脱缰野马般随市值波动，不如冷静下来理性审视已有的投资组合：价格波动是否意味着基本面出现了变化？当前风险是否可以接受？是否有哪些被忽略的因素值得警惕？如果有，及时改正即可；如果没有，那大可宠辱不惊。除了理性的判断，耐心也必不可少。任何一项成功的投资都并非今日下注明日便可丰收，做时间的朋友更要耐得住一时的艰难困苦，少不了戒骄戒躁，经得起非议否定，也只有持续在正确的道路上做正确的事，保持良好的心态，才能迎来金子真正发光的一天。无论是机构投资者还是个人，想要持续稳定地盈利，勤奋也是必不可少的素质。正如彼得·林奇解释自己成功的秘密：“我每年要访问200家以上的公司和阅读700份年度报告。”好的投资机会从不是从天而降的馅饼，没有勤奋的研究、刻苦的学习、积极的思考和不断的付出，投资者又如何发掘其隐藏在市场波涛下的金光？行而不辍，未来可期。聪明的投资者们，让我们收拾好行囊，整理好心绪，继续勇敢地出发吧。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043399522,"gmtCreate":1655867918166,"gmtModify":1676535722356,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043399522","repostId":"9022524674","repostType":1,"repost":{"id":9022524674,"gmtCreate":1653552819200,"gmtModify":1676535303082,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"Time Travel with Tiger, Join the Memorabilia Adventure Now!!!","htmlText":"\n \n \n  Happy Birthday to TIGER!!! This year, we have prepared a time machine to go on an adventure with you. Come and find surprising gifts as we stroll down memory lane!There are so many wonderful little stories in our Tiger Quest. Collect as many coins as you can in the game, these will be your basic points of this game. Apart from one mini-game mission for SG/AU/NZ, the games will be open every week, and there are endless treasures waiting for you to discover. Points can be redeemed for multiple rewards, and you can win a share of up to USD 200,000 worth of prizes! Want to win extra points? Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out \"T.I.G.E.R\" during your journey for a chance to receive the limited edition 8th Anniversary Gi\n \n","listText":"Happy Birthday to TIGER!!! This year, we have prepared a time machine to go on an adventure with you. Come and find surprising gifts as we stroll down memory lane!There are so many wonderful little stories in our Tiger Quest. Collect as many coins as you can in the game, these will be your basic points of this game. Apart from one mini-game mission for SG/AU/NZ, the games will be open every week, and there are endless treasures waiting for you to discover. Points can be redeemed for multiple rewards, and you can win a share of up to USD 200,000 worth of prizes! Want to win extra points? Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out \"T.I.G.E.R\" during your journey for a chance to receive the limited edition 8th Anniversary Gi","text":"Happy Birthday to TIGER!!! This year, we have prepared a time machine to go on an adventure with you. Come and find surprising gifts as we stroll down memory lane!There are so many wonderful little stories in our Tiger Quest. Collect as many coins as you can in the game, these will be your basic points of this game. Apart from one mini-game mission for SG/AU/NZ, the games will be open every week, and there are endless treasures waiting for you to discover. Points can be redeemed for multiple rewards, and you can win a share of up to USD 200,000 worth of prizes! Want to win extra points? Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out \"T.I.G.E.R\" during your journey for a chance to receive the limited edition 8th Anniversary Gi","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022524674","isVote":1,"tweetType":2,"object":{"id":"97af7069aa6440eab7c85601f72b41b1","tweetId":"9022524674","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/5836ee3f387702302012189230/1IRQdazMc4YA.mp4","poster":"https://community-static.tradeup.com/news/f2462b20b2a9a2483ae56cbb54dcb2a7"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049667598,"gmtCreate":1655786068314,"gmtModify":1676535705442,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049667598","repostId":"1197040344","repostType":4,"repost":{"id":"1197040344","kind":"news","pubTimestamp":1655780556,"share":"https://ttm.financial/m/news/1197040344?lang=en_US&edition=fundamental","pubTime":"2022-06-21 11:02","market":"sh","language":"zh","title":"Ice and fire, will the rise of A shares and the fall of US stocks become the new normal?","url":"https://stock-news.laohu8.com/highlight/detail?id=1197040344","media":"格隆汇","summary":"如果未来中外市场趋势融合回归，会是以哪种情况出现？","content":"<p><html><head></head><body>The two days of ice and fire are the most direct feelings of investors about the performance of Chinese and foreign stock markets in the past month.</p><p>Another feeling is a bit dreamy and unreal.</p><p>Looking at a picture, in the past month from April 27th to today, A-shares have gone out of the market that has deviated greatly from the external market. Up to now, the A-share rebound has been close to 15% during the period, while the U.S. stock Nasdaq has fallen by more than 15% during the period. Of course, many other markets have also fallen a lot.</p><p><img src=\"https://static.tigerbbs.com/84e3b30a50e0bb91f3dcaa89919e1fad\" tg-width=\"761\" tg-height=\"528\" referrerpolicy=\"no-referrer\"/></p><p>All along, the A-share and U.S. stock markets have always followed the rise but not the fall. However, since the monetary policies of the two countries began to deviate, everything began to deviate.</p><p>This situation has actually happened before, but this time, under the epidemic situation and the major changes in the global landscape, the determination of the two policies to deviate from each other, as well as the impact of the policies on the market, seem to be much greater than before.</p><p>China is in the era of economic globalization and occupies an important position. Even if the external negative news has little direct impact on us, the impact force will gradually accumulate. Especially now that the unilateral market of A-shares is rising more and more, and it deviates from the external market more and more, which inevitably makes people worry about the lack of stamina.</p><p>So now the question is, if<b>In the future, what kind of situation will Chinese and foreign market trends converge and return?</b></p><p>01 or enter the short-term adjustment moment in midfield</p><p>Since Big Finance began to take over the surge in track stocks last week, the rotation of sectors has obviously accelerated.</p><p>Today's A-share market has two important features that need attention.</p><p><b>First, the large-scale hot and cold transformation of the plate.</b>The biggest changing feature is<b>Big consumption turns hot</b>，<b>Upstream materials and midstream industrial manufacturing turns cool</b>。</p><p>During this period, policies to encourage consumption have been intensified, superimposed on the stimulation of 618 consumption data, and there is a clear driving force for the rise of the consumption sector. At the same time, the data in the two major fields of houses and automobiles also gave the market two shots of chicken blood.</p><p>Especially for real estate, house sales in June were supported by a large number of policy support and post-epidemic intentional orders from barrier lakes. The data was surprisingly beautiful, stimulating real estate, home appliances, building decoration and other sectors to rise sharply.</p><p><img src=\"https://static.tigerbbs.com/599f0637f6442c615d6ff0df62273d0b\" tg-width=\"786\" tg-height=\"486\" referrerpolicy=\"no-referrer\"/></p><p>But on the other hand, upstream raw materials collectively fell sharply, and the decline in black futures was exaggerated and surprising. Although there are some regulatory measures in terms of policies, such as restrictions on coal prices and steel production capacity, they are factors that can directly reflect economic recovery. This sharp drop also actually reflects market concerns about future demand contraction.</p><p><img src=\"https://static.tigerbbs.com/bfe909658047722bf3e87bedd2114293\" tg-width=\"333\" tg-height=\"627\" referrerpolicy=\"no-referrer\"/></p><p>This kind of worry is internal and external.</p><p>Consumption corresponds to demand, raw materials correspond to supply, and supply and demand are greatly differentiated, which is not a healthy economic state.</p><p><b>In a poor external market environment, if there is no sustained positive driving force, this unhealthy state will easily adjust to the weak side.</b></p><p><b>The second is the fast-in and fast-out of funds and the strategic retreat.</b></p><p>Since the low point of A-shares on April 27th, it has been less than a month. Nearly 1/3 of the sub-sectors have increased by more than 30%, and 80% of the industries have increased by more than 15%.<b>Among them, the gains in popular track sectors such as photovoltaics, automobiles, lithium batteries, finance, electricity, education and some consumer leaders even make people smell the crazy smell of the bull market.</b></p><p><img src=\"https://static.tigerbbs.com/08d54a9a12102f43f7fa78fb6e962dbe\" tg-width=\"411\" tg-height=\"528\" referrerpolicy=\"no-referrer\"/></p><p>From the substantial inflow of funds going north in the past two weeks, a large number of people bought these, and basically bought all the track sectors.</p><p><b>Next, what will support the next \"15%\" of A shares?</b></p><p>Perhaps at the institutional level, there is no bottom in my heart. After all, the external market has been falling endlessly, and the economy is in a mess. Since you can't see clearly, choosing to wait and see is the safest strategy.</p><p>In particular, the unilateral market situation in the past month has led to an increasing backlog of profit-taking orders, and the demand for funds to either change positions significantly or leave the market at a profit is extremely strong.</p><p>Today, northbound funds sold a net of 9.703 billion yuan throughout the day, ending four consecutive days of net buying, indicating that the market has entered the game stage.</p><p>02 Pay attention to the potential impact of external markets</p><p>At present, major countries such as Europe, the United States, and Japan are generally caught in crisis problems such as energy shortage, price inflation, economic stagflation, especially liquidity tension caused by the launch of the super rate hike cycle in the United States, which has also caused a major blow to the financial market. The root cause of the continuous plummeting market.</p><p>From the overall sense of the economy and financial markets, it looks like a mess.</p><p>The United States is now caught in various pressures brought about by the persistent inflation fever, and was finally forced to make a sharp rate hike to try to suppress inflation. However, in this way, the inflation did not come down, and the stock market collapsed first, causing people to complain and many capitalists to jump.</p><p>But some raw material manufacturers, especially oil manufacturers, have really made a lot of money this wave.</p><p><b>They found that the start of the rate hike cycle in the United States makes people worry that the economy will be impacted in the future. At the same time, commodities such as oil, gas and energy are now soaring. For them, increasing production without expanding investment is actually the best strategy. (Instead of worrying about the risk of losses caused by huge investment in the future when oil prices fall, it is better to lie down and make money to keep oil and gas supply tight and maintain high price dividends).</b></p><p>Biden scolded oil manufacturers in public during the week<b>\"Make more money than God\",</b>But apart from threatening to raise taxes, there is nothing we can do about it.</p><p>Last week, Biden relaxed sanctions on Venezuela and allowed it to re-sell oil to Europe to ease pressure. In fact, just like relaxing the tax on trade with China, it was a helpless compromise.</p><p>I don't know if Biden regrets stirring up the situation between Russia and Ukraine, but the leaders of some EU countries may definitely have it in their hearts.</p><p>The current situation in the EU is even worse than that in the United States. Not only is it deeply mired in the energy crisis, but it is also facing the inflation crisis caused by other supply chain crises caused by it.</p><p>Yesterday, people in London, England took to the streets on a large scale to protest against the soaring cost of living.<b>Abandoning the aristocratic gentlemanly spirit formed by the noble life in the past two hundred years and being forced to think about daily necessities is enough to reflect the grim situation.</b></p><p><img src=\"https://static.tigerbbs.com/6a687f699df53ace858b846161a54ec1\" tg-width=\"446\" tg-height=\"442\" referrerpolicy=\"no-referrer\"/></p><p><b>In a few months, the cold winter will come. These European countries that are short of electricity and steam will have to cope with the surge in energy demand. If the situation in Ukraine and Russia has not eased, then this will be a big test.</b></p><p>For the capital market, it means that energy is easy to rise but difficult to fall, and it is economic instability.</p><p>There is also Japan. The current debt/GDP leverage is as high as 266%. Under the long-term economic sluggish, it is difficult to settle the interest rate. The Ponzi game cannot be played, so it is simply clear that it is flat and ruined.</p><p>There are many other emerging countries, which are somewhat facing the double pressure of huge inflation and liquidity crisis caused by the outflow of capital in exchange for dollars. Obviously, they are in the previous reincarnation of the dollar harvest cycle.</p><p><img src=\"https://static.tigerbbs.com/bbb3975de032a5d2aee2e17e8aae86a3\" tg-width=\"787\" tg-height=\"412\" referrerpolicy=\"no-referrer\"/></p><p>These countries are all economies with free currency circulation, dominated by the U.S. economy and dominated by the U.S. dollar. Except the United States, there is almost no independent monetary sovereignty.</p><p><b>As a result, it is difficult for them to prosper, but they can't escape losses, especially when the disaster is caused by their leading brother, the United States.</b></p><p>Whether it is the energy supply situation, the rate hike cycle, or the anti-globalization caused by geopolitics, this leader is behind the scenes, and it is far from the end stage. Therefore, the negative impact of these factors will continue.</p><p>At present, the market's expectation that the United States will continue to have a 75 basis point rate hike in July is extremely high, and the economic pressure of these countries will even increase in the future.</p><p>Next, we need to seriously consider two issues:<b>First, have foreign financial markets fully digested this expectation? Second, how strong is the transmission to the domestic market? (The author has no answers to these two questions)</b></p><p>But some can be said. Needless to say, other countries, the probability of falling in the future is definitely greater than rising.</p><p><b>But U.S. stocks may not be the same.</b>Although the big inflation and rate hike cycle may have a great impact on the U.S. economy, rate hike will also cause global funds to flow back to the United States, and then flow into the U.S. bond and U.S. stock markets, playing a certain role in supporting the U.S. economy.</p><p>At the same time, the U.S. stock market has fallen quite sharply from its high point, and the Nasdaq has even fallen by nearly 30% from its high point. Under the pressure of economic contraction, it may continue to face the secondary impact caused by the decline in performance.</p><p>Objectively speaking, many leading giants in the US stock market are really the best companies in the world (with competitive advantages, global markets, and US dollar seigniorage empowerment), have a lot of pricing power, and still have high-certainty development potential in the long run. P/E, the top heavyweight stock in the US stock market, is not high now. More than ten times and more than twenty times are considered standard and are not expensive.</p><p><b>If the U.S. stock market plummets again in the future, these giants will definitely lose their long-term value opportunities.</b></p><p><img src=\"https://static.tigerbbs.com/fb85b85fdd3a6c2471b3b3a813079de6\" tg-width=\"785\" tg-height=\"667\" referrerpolicy=\"no-referrer\"/></p><p>03 Epilogue</p><p>Back to the Chinese market.</p><p>We have always had a strong independence in monetary policy, and the counter-cyclical adjustment of the economy is also very strong. Now the internal circulation strategy is playing an increasingly important role. At the same time, the decline of A-shares in the first quarter was obviously too large, but the U.S. stock market did not fall against the trend of A-shares. Strengthening brings underlying support, so there is an independent market for A-shares.</p><p>However, as a global economic, trade and manufacturing center, changes in external demand also deserve close attention.</p><p><b>Generally speaking, the current stock market situation is a relatively safe strategy to be cautious in the short term, watch more and move less, and sell high and buy low towards a reasonable valuation level.</b></p><p>But there are still some investment opportunities with high certainty.</p><p>The first is the dividend of the policy. In the first two months, the policy focus was to bail out enterprises and resume work and production. Now that the epidemic has subsided, the policy focus naturally falls on promoting consumption. Therefore, we see that during this period, various provinces, cities and industries have provided very strong subsidies to consumption. This means that for some time to come, big consumption is worth looking at.</p><p>The second is the expectation of fulfilling policy dividends. This aspect will focus on the new boss infrastructure projects, advanced manufacturing, and export trade (textiles, home appliances, low-end electromechanical equipment, etc.), because the preferential policies and financial support are the greatest. In the second half of the year or as early as the second quarter, they will usher in their performance verification period, and it will also be the next focus of institutions' attention to ambush.</p><p></body></html></p>","source":"gelonghui_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>Ice and fire, will the rise of A shares and the fall of US stocks become the new normal?</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\">\nIce and fire, will the rise of A shares and the fall of US stocks become the new normal?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2022-06-21 11:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The two days of ice and fire are the most direct feelings of investors about the performance of Chinese and foreign stock markets in the past month.</p><p>Another feeling is a bit dreamy and unreal.</p><p>Looking at a picture, in the past month from April 27th to today, A-shares have gone out of the market that has deviated greatly from the external market. Up to now, the A-share rebound has been close to 15% during the period, while the U.S. stock Nasdaq has fallen by more than 15% during the period. Of course, many other markets have also fallen a lot.</p><p><img src=\"https://static.tigerbbs.com/84e3b30a50e0bb91f3dcaa89919e1fad\" tg-width=\"761\" tg-height=\"528\" referrerpolicy=\"no-referrer\"/></p><p>All along, the A-share and U.S. stock markets have always followed the rise but not the fall. However, since the monetary policies of the two countries began to deviate, everything began to deviate.</p><p>This situation has actually happened before, but this time, under the epidemic situation and the major changes in the global landscape, the determination of the two policies to deviate from each other, as well as the impact of the policies on the market, seem to be much greater than before.</p><p>China is in the era of economic globalization and occupies an important position. Even if the external negative news has little direct impact on us, the impact force will gradually accumulate. Especially now that the unilateral market of A-shares is rising more and more, and it deviates from the external market more and more, which inevitably makes people worry about the lack of stamina.</p><p>So now the question is, if<b>In the future, what kind of situation will Chinese and foreign market trends converge and return?</b></p><p>01 or enter the short-term adjustment moment in midfield</p><p>Since Big Finance began to take over the surge in track stocks last week, the rotation of sectors has obviously accelerated.</p><p>Today's A-share market has two important features that need attention.</p><p><b>First, the large-scale hot and cold transformation of the plate.</b>The biggest changing feature is<b>Big consumption turns hot</b>，<b>Upstream materials and midstream industrial manufacturing turns cool</b>。</p><p>During this period, policies to encourage consumption have been intensified, superimposed on the stimulation of 618 consumption data, and there is a clear driving force for the rise of the consumption sector. At the same time, the data in the two major fields of houses and automobiles also gave the market two shots of chicken blood.</p><p>Especially for real estate, house sales in June were supported by a large number of policy support and post-epidemic intentional orders from barrier lakes. The data was surprisingly beautiful, stimulating real estate, home appliances, building decoration and other sectors to rise sharply.</p><p><img src=\"https://static.tigerbbs.com/599f0637f6442c615d6ff0df62273d0b\" tg-width=\"786\" tg-height=\"486\" referrerpolicy=\"no-referrer\"/></p><p>But on the other hand, upstream raw materials collectively fell sharply, and the decline in black futures was exaggerated and surprising. Although there are some regulatory measures in terms of policies, such as restrictions on coal prices and steel production capacity, they are factors that can directly reflect economic recovery. This sharp drop also actually reflects market concerns about future demand contraction.</p><p><img src=\"https://static.tigerbbs.com/bfe909658047722bf3e87bedd2114293\" tg-width=\"333\" tg-height=\"627\" referrerpolicy=\"no-referrer\"/></p><p>This kind of worry is internal and external.</p><p>Consumption corresponds to demand, raw materials correspond to supply, and supply and demand are greatly differentiated, which is not a healthy economic state.</p><p><b>In a poor external market environment, if there is no sustained positive driving force, this unhealthy state will easily adjust to the weak side.</b></p><p><b>The second is the fast-in and fast-out of funds and the strategic retreat.</b></p><p>Since the low point of A-shares on April 27th, it has been less than a month. Nearly 1/3 of the sub-sectors have increased by more than 30%, and 80% of the industries have increased by more than 15%.<b>Among them, the gains in popular track sectors such as photovoltaics, automobiles, lithium batteries, finance, electricity, education and some consumer leaders even make people smell the crazy smell of the bull market.</b></p><p><img src=\"https://static.tigerbbs.com/08d54a9a12102f43f7fa78fb6e962dbe\" tg-width=\"411\" tg-height=\"528\" referrerpolicy=\"no-referrer\"/></p><p>From the substantial inflow of funds going north in the past two weeks, a large number of people bought these, and basically bought all the track sectors.</p><p><b>Next, what will support the next \"15%\" of A shares?</b></p><p>Perhaps at the institutional level, there is no bottom in my heart. After all, the external market has been falling endlessly, and the economy is in a mess. Since you can't see clearly, choosing to wait and see is the safest strategy.</p><p>In particular, the unilateral market situation in the past month has led to an increasing backlog of profit-taking orders, and the demand for funds to either change positions significantly or leave the market at a profit is extremely strong.</p><p>Today, northbound funds sold a net of 9.703 billion yuan throughout the day, ending four consecutive days of net buying, indicating that the market has entered the game stage.</p><p>02 Pay attention to the potential impact of external markets</p><p>At present, major countries such as Europe, the United States, and Japan are generally caught in crisis problems such as energy shortage, price inflation, economic stagflation, especially liquidity tension caused by the launch of the super rate hike cycle in the United States, which has also caused a major blow to the financial market. The root cause of the continuous plummeting market.</p><p>From the overall sense of the economy and financial markets, it looks like a mess.</p><p>The United States is now caught in various pressures brought about by the persistent inflation fever, and was finally forced to make a sharp rate hike to try to suppress inflation. However, in this way, the inflation did not come down, and the stock market collapsed first, causing people to complain and many capitalists to jump.</p><p>But some raw material manufacturers, especially oil manufacturers, have really made a lot of money this wave.</p><p><b>They found that the start of the rate hike cycle in the United States makes people worry that the economy will be impacted in the future. At the same time, commodities such as oil, gas and energy are now soaring. For them, increasing production without expanding investment is actually the best strategy. (Instead of worrying about the risk of losses caused by huge investment in the future when oil prices fall, it is better to lie down and make money to keep oil and gas supply tight and maintain high price dividends).</b></p><p>Biden scolded oil manufacturers in public during the week<b>\"Make more money than God\",</b>But apart from threatening to raise taxes, there is nothing we can do about it.</p><p>Last week, Biden relaxed sanctions on Venezuela and allowed it to re-sell oil to Europe to ease pressure. In fact, just like relaxing the tax on trade with China, it was a helpless compromise.</p><p>I don't know if Biden regrets stirring up the situation between Russia and Ukraine, but the leaders of some EU countries may definitely have it in their hearts.</p><p>The current situation in the EU is even worse than that in the United States. Not only is it deeply mired in the energy crisis, but it is also facing the inflation crisis caused by other supply chain crises caused by it.</p><p>Yesterday, people in London, England took to the streets on a large scale to protest against the soaring cost of living.<b>Abandoning the aristocratic gentlemanly spirit formed by the noble life in the past two hundred years and being forced to think about daily necessities is enough to reflect the grim situation.</b></p><p><img src=\"https://static.tigerbbs.com/6a687f699df53ace858b846161a54ec1\" tg-width=\"446\" tg-height=\"442\" referrerpolicy=\"no-referrer\"/></p><p><b>In a few months, the cold winter will come. These European countries that are short of electricity and steam will have to cope with the surge in energy demand. If the situation in Ukraine and Russia has not eased, then this will be a big test.</b></p><p>For the capital market, it means that energy is easy to rise but difficult to fall, and it is economic instability.</p><p>There is also Japan. The current debt/GDP leverage is as high as 266%. Under the long-term economic sluggish, it is difficult to settle the interest rate. The Ponzi game cannot be played, so it is simply clear that it is flat and ruined.</p><p>There are many other emerging countries, which are somewhat facing the double pressure of huge inflation and liquidity crisis caused by the outflow of capital in exchange for dollars. Obviously, they are in the previous reincarnation of the dollar harvest cycle.</p><p><img src=\"https://static.tigerbbs.com/bbb3975de032a5d2aee2e17e8aae86a3\" tg-width=\"787\" tg-height=\"412\" referrerpolicy=\"no-referrer\"/></p><p>These countries are all economies with free currency circulation, dominated by the U.S. economy and dominated by the U.S. dollar. Except the United States, there is almost no independent monetary sovereignty.</p><p><b>As a result, it is difficult for them to prosper, but they can't escape losses, especially when the disaster is caused by their leading brother, the United States.</b></p><p>Whether it is the energy supply situation, the rate hike cycle, or the anti-globalization caused by geopolitics, this leader is behind the scenes, and it is far from the end stage. Therefore, the negative impact of these factors will continue.</p><p>At present, the market's expectation that the United States will continue to have a 75 basis point rate hike in July is extremely high, and the economic pressure of these countries will even increase in the future.</p><p>Next, we need to seriously consider two issues:<b>First, have foreign financial markets fully digested this expectation? Second, how strong is the transmission to the domestic market? (The author has no answers to these two questions)</b></p><p>But some can be said. Needless to say, other countries, the probability of falling in the future is definitely greater than rising.</p><p><b>But U.S. stocks may not be the same.</b>Although the big inflation and rate hike cycle may have a great impact on the U.S. economy, rate hike will also cause global funds to flow back to the United States, and then flow into the U.S. bond and U.S. stock markets, playing a certain role in supporting the U.S. economy.</p><p>At the same time, the U.S. stock market has fallen quite sharply from its high point, and the Nasdaq has even fallen by nearly 30% from its high point. Under the pressure of economic contraction, it may continue to face the secondary impact caused by the decline in performance.</p><p>Objectively speaking, many leading giants in the US stock market are really the best companies in the world (with competitive advantages, global markets, and US dollar seigniorage empowerment), have a lot of pricing power, and still have high-certainty development potential in the long run. P/E, the top heavyweight stock in the US stock market, is not high now. More than ten times and more than twenty times are considered standard and are not expensive.</p><p><b>If the U.S. stock market plummets again in the future, these giants will definitely lose their long-term value opportunities.</b></p><p><img src=\"https://static.tigerbbs.com/fb85b85fdd3a6c2471b3b3a813079de6\" tg-width=\"785\" tg-height=\"667\" referrerpolicy=\"no-referrer\"/></p><p>03 Epilogue</p><p>Back to the Chinese market.</p><p>We have always had a strong independence in monetary policy, and the counter-cyclical adjustment of the economy is also very strong. Now the internal circulation strategy is playing an increasingly important role. At the same time, the decline of A-shares in the first quarter was obviously too large, but the U.S. stock market did not fall against the trend of A-shares. Strengthening brings underlying support, so there is an independent market for A-shares.</p><p>However, as a global economic, trade and manufacturing center, changes in external demand also deserve close attention.</p><p><b>Generally speaking, the current stock market situation is a relatively safe strategy to be cautious in the short term, watch more and move less, and sell high and buy low towards a reasonable valuation level.</b></p><p>But there are still some investment opportunities with high certainty.</p><p>The first is the dividend of the policy. In the first two months, the policy focus was to bail out enterprises and resume work and production. Now that the epidemic has subsided, the policy focus naturally falls on promoting consumption. Therefore, we see that during this period, various provinces, cities and industries have provided very strong subsidies to consumption. This means that for some time to come, big consumption is worth looking at.</p><p>The second is the expectation of fulfilling policy dividends. This aspect will focus on the new boss infrastructure projects, advanced manufacturing, and export trade (textiles, home appliances, low-end electromechanical equipment, etc.), because the preferential policies and financial support are the greatest. In the second half of the year or as early as the second quarter, they will usher in their performance verification period, and it will also be the next focus of institutions' attention to ambush.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.gelonghui.com/p/534170\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://www.gelonghui.com/p/534170","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1197040344","content_text":"冰火两重天，是股民对近一个月来中外股市表现最直接的感受。另一个感受，是有点似梦似幻般的不真实。来看一张图，从4月27日到今天的近1个月来，A股走出了与外围市场巨大背离的行情。截至目前，A股期间反弹接近15%，而美股纳指期间大跌超15%，当然还有很多其他市场也大跌了不少。一直以来，A股与美股市场从来都是跟涨不跟跌的尿性。然而自从两国货币政策开始背离之后，一切也都开始背离了。这种情况以前其实也没少出现过，但这一次在疫情和全球格局大变化之下，两者政策背离的决心，以及政策对市场的影响，似乎都比以前要大很多。中国身处经济全球化时代并且占据重要地位，即使外围大利空对我们直接影响不大，但冲击的力量是会逐渐累积的。尤其是在A股现在单边行情涨得越来越飘，与外围市场越来越背离，不免让人担心后劲不足的问题。所以现在的问题是，如果未来中外市场趋势融合回归，会是以哪种情况出现？01或进入中场短期调整时刻自从上周大金融开始接棒赛道股大涨以来，板块轮动就明显有加快趋势。今天的A股盘面，有两大重要特征需要关注。一是板块的大面积冷热转化。最大的变化特征是大消费转热，上游材料和中游的工业制造转冷。这段时间鼓励消费政策密集出来，叠加618消费数据刺激，消费板块上涨存在明确驱动力。同时，房子和汽车两大领域的数据，也给市场打了两针鸡血。尤其地产，6月的房子销售在大量政策扶持和疫后意向订单堰塞湖泄洪下，数据靓丽得惊人，刺激地产、家电、建筑装修等板块大涨。但另一方面，上游原料集体大跌，黑色系期货跌幅夸张且令人意外。尽管在政策上有一些监管措施影响，比如对煤炭价格和钢铁产能限制政策，但它们作为能直接反应经济复苏的因子，这种大跌也实质反映市场对未来需求收缩的担忧。这种担忧，有内在的，也有由外及内的。消费对应需求，原料对应供应，供需行情大幅分化，并不是一个健康的经济状态。在外围市场较差的环境下，如果没有持续的利好驱动，这种不健康状态就跟容易向弱方调整。二是资金的快进快出、战略撤退。A股从4月27日的低点至今，一个月都不到，已经有接近1/3的细分行业累计涨幅超过30%，有8成行业涨幅超过15%。其中，光伏、汽车、锂电、金融、电力、教育和部分消费龙头等热门赛道板块涨幅甚至让人闻到了牛市的疯狂味道。北上资金从近两周的大幅流入，大量买入的也都是这些，基本把赛道板块都买过了一遍。接下来，A股的下一个“15%”，靠什么来支撑？或许在机构层面，心里面也没有底。毕竟现在外围市场一直在跌跌不休，经济面也一塌糊涂。既然看不清，选择观望是最稳妥的策略。尤其这一个月来的单边行情导致积压的获利盘越来越大，资金要么大幅换仓或获利离场的诉求力度是极大的。今天北向资金全天净卖出97.03亿元，结束连续4日净买入，说明市场进入博弈阶段。02关注外部市场的潜在冲击现在欧洲、美国、日本等主要国家因为普遍陷入能源紧缺、物价通胀、经济滞涨、尤其是美国启动超强加息周期引发的流动性紧张等危机问题，导致金融市场也遭到重大打击，是这些市场不断大跌的根本原因。从经济和金融市场整体感观看，就像是一团糟。美国现在陷入通胀高烧不退带来的各种压力，最终被迫大幅加息试图压制通胀，但这样下来，通胀没下来，股市倒是先崩为敬了，搞得民众怨声载道，很多资本家纷纷跳脚。但一些原料商，尤其石油厂商这一波真赚大发了。他们发现，美国启动加息周期让人担心未来经济会受冲击，同时现在油气能源等大宗商品在大涨，对他们来说，不扩投资进行增产竟然才是最优的策略，（与其担心现在巨额投资在未来油价下跌导致亏损的风险，还不如躺赚让油气供应维持紧张从而维持高价的红利）。拜登上周急的当众大骂石油厂商“赚的钱比上帝还多”，但除了扬言加税来嘴炮一下，实际只能无可奈何。上周拜登放开委内瑞拉的制裁，允许其重新向欧洲卖油缓解压力，其实跟松口对华贸易征税一样，都是无奈妥协。不知道拜登有没有后悔拱火俄乌局势，但一些欧盟国家的领导人心里，可能肯定是有的。现在的欧盟情况甚至被美国还糟糕，不但深陷在能源危机当中，还要面对由此引发的其他供应链危机带来的通胀危机。昨天英国伦敦的民众大规模上街，抗议生活成本飙升。把两百年来尊贵生活形成的贵族绅士气抛弃，被迫思考柴米油盐的苟且，已经足够反映形势挺严峻了。再过几个月就是寒冬期来了，这些缺电少汽的欧洲国家，到时候还要应对激增的用能需求，如果乌俄局势还未能缓解，那么这将是一个很大的考验。对资本市场来说，就是能源的易涨难跌，是经济的不稳定。还有日本，现在的债务/GDP杠杆高到了266%，经济长期萎靡下，利息都难平账，庞氏游戏玩不下去，干脆明确躺平摆烂了。还有很多其他新兴国家，多少都面临巨大通胀和资本换回美元流出引发流动性危机的双重压力，显然就是处在以前轮回过的美元收割周期。这些国家都是货币自由流通，同时以美国经济主导及美元唯首是瞻的经济体，除了美国，几乎没有独立的货币主权。结果就是，它们很难一荣俱荣，但一损俱损是逃不掉的，尤其是祸起的是它们的带头大哥——美国的时候。无论是能源供应局势，还是加息周期，还是地缘政治导致的逆全球化，都是由这位带头大哥在背后操刀，并且还远未到收尾阶段。所以这些因素带来的负面冲击，还将持续。目前市场对7月份美国继续加息75基点的预期极高，接下来这些国家的经济压力甚至会越来越大。接下来，我们需要认真考虑两个问题：一是国外金融市场对此的预期消化是充分？二是对国内市场的传导力度如何？（对此两问题，笔者也没有答案）但有些是可以说的，其他国家不用说了，未来下跌的概率肯定大于上涨。但美股可能不大一样。大通胀及加息大周期虽然对美国经济的冲击可能很大，但加息也会导致全球资金回流美国，进而流入美债和美股市场，起到一定托底作用。同时，现在美股从高位跌下来幅度挺大，纳斯达克甚至从高点至今跌近30%，在经济收缩压力下，可能会继续面临业绩下行带来的二次冲击。客观来讲，很多美股头部巨头，真不失为为全球最好的企业（有竞争优势、有全球市场、有美元铸币税赋能），掌握很多定价权，长期依然有高确定性的发展潜力。现在美股头部权重股市盈率并不算高。十多倍、二十多倍算是标配，并不算贵。如果未来美股再大跌一波，这些巨头肯定是会跌出长期价值的机会来。03尾声回到中国市场。我们是一直存在很强的货币政策独立性，经济逆周期调整力度也非常大，现在内循环战略越来越发挥重要作用，同时一季度A股跌幅明显过大反而美股没什么跌为A股逆势走强带来底层支撑，所以才有A股的独立行情。但作为全球经贸和制造业中心，外部的需求变化也尤值得密切关注。总的来说，现在的股市行情，短期谨慎看待，多看少动，朝着合理估值水平高抛低吸，是比较稳妥的策略。但一些确定性较高的投资机会还是有的。首先是政策的红利，前两月的政策重心，是纾困企业，复工复产，如今疫情消退之后，政策重心自然就落在了促消费层面。所以我们看这段时间各省市各行业对消费补贴的力度是非常大的。这意味着未来一段时间，大消费都值得高看一眼。其次是政策红利的兑现预期。这方面将集中在新老大基建工程、先进制造业、出口贸易（纺织、家电、中低端机电设备等），因为政策优惠的力度、资金支持力度都是最大，下半年或最早二季度，就会迎来它们的业绩验证期，也会是机构关注埋伏的下一个重点。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051787469,"gmtCreate":1654740495151,"gmtModify":1676535502758,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051787469","repostId":"1170648892","repostType":2,"repost":{"id":"1170648892","kind":"news","pubTimestamp":1654571595,"share":"https://ttm.financial/m/news/1170648892?lang=en_US&edition=fundamental","pubTime":"2022-06-07 11:13","market":"sg","language":"en","title":"Here Are 3 Singapore Stocks I Would Look to Add In A Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1170648892","media":"The Smart Investor","summary":"Here are three Singapore stocks that I will eagerly buy if a bear market arrives.","content":"<html><head></head><body><p>Here are three Singapore stocks that I will eagerly buy if a bear market arrives.</p><p><img src=\"https://static.tigerbbs.com/b300143b64bed5002e1a9fab931433e5\" tg-width=\"1068\" tg-height=\"708\" width=\"100%\" height=\"auto\"/></p><p>It’s been a tough year to watch especially if your portfolio is heavy on growth stocks.</p><p>Technology stocks, in particular, have taken an even larger hit.</p><p>It’s not easy to keep your emotions in check when you see the flood of red in your portfolio.</p><p>While scary, the good news is we are playing the long game, and such declines are just temporary for strong companies that have a robust competitive moat and good track record of performance.</p><p>PM Lee has warned of a possible recession in the next two years that may trigger a bear market, giving you a great opportunity to accumulate the stocks of strong companies on the cheap.</p><p>Below are three companies I would look to add if a bear market arrives.</p><p><b>1. ComfortDelgro Corporation Limited (SGX: C52)</b></p><p>The first is ComfortDelgro Corporation Limited, or CDG, Singapore’s land transport giant.</p><p>The group has a fleet size of about 35,000 buses, taxis and rental services.</p><p>Its geographic presence also spans Singapore, Australia, China, the United Kingdom, Ireland, Vietnam, and Malaysia.</p><p>Besides being Singapore’s largest taxi operator with a 60% market share, CDG’s Inspection &amp; Testing Services segment, through its wholly owned subsidiary <b>VICOM</b> (SGX: WJP), is also Singapore’s largest vehicle inspection company with 35 inspection lanes across seven centres.</p><p>CDG’s strengths abroad are also noteworthy.</p><p>Through targeted acquisitions and investments, CDG has become the United Kingdom’s second-largest coach operator.</p><p>For its fiscal 2022’s first quarter (1Q2022) earnings, revenue inched up 3.9% year on year to S$895.9 million while net profit jumped 30.4% year on year to S$76.7 million.</p><p>CDG’s robust businesses and market dominance in its multiple segments make this blue-chip stock a darling to own.</p><p>In addition, investors can also hope for better dividends should the company execute well, just like how it tripled its FY2021 dividend to S$0.042 from FY2020’s S$0.0143.</p><p>At a unit price of S$1.44, CDG currently sports a dividend yield of 2.92%.</p><p><b>2. Singtel (SGX: Z74)</b></p><p>Next up is Singtel, our home-grown telco giant and also another blue-chip darling.</p><p>From mobile services (which include calling, roaming, data services etc) to Enterprise ICT services (which include government and enterprise projects e.g digitalisation), Singtel’s business divisions demonstrate high barriers to entry.</p><p>Singtel doesn’t rely solely on the Singapore market for revenue contribution.</p><p>In FY22, its Australia’s Consumer segment revenue stood at 43.2%, or A$6.6 billion of total group revenue of S$15.3 billion.</p><p>Across other regions, Singtel gets 13.5%, or S$2 billion, of its group revenue from its regional associates, which takes in contributions from Indonesia, Philippines, India, and Africa.</p><p>Not to forget, Singtel’s business-to-business (B2B) arm, which comprises NCS and Group Enterprise, are deeply rooted in government projects and data centre scale ups.</p><p>Together, they make up about S$6.1 billion (NCS: S$2.3 billion, Group Enterprise: S$3.8 billion) of its FY22’s revenue.</p><p>Essentially, B2B businesses make up about 40% of Singtel’s total revenue.</p><p>With the 5G scale ups and the different initiatives that Singtel has done to unlock value for shareholders, Singtel’s moat should become even stronger over time.</p><p>Singtel has a dividend policy to pay out 60-80% of underlying net profit.</p><p>Investors who are looking to ride Singtel’s long term growth while also being paid in dividends can consider investing in the company.</p><p>Singtel proposed a final dividend of S$0.048 for FY2022, which was double that of S$0.024 in FY2021.</p><p>Based on the total dividend per share of S$0.093 Singtel paid out for FY2022, and at a unit price of S$2.58, this translates to a dividend yield of 3.6%.</p><p><b>3. Q&amp;M Dental Group (SGX: QC7)</b></p><p>Lastly, we have Q&amp;M Dental Group, or Q&amp;M Dental.</p><p>Q&amp;M Dental is the largest private dental clinic operator in Singapore with 99 outlets across the island.</p><p>It also has 41 dental outlets in Malaysia, and one dental clinic in China.</p><p>Q&amp;M Dental clinics are strategically and conveniently located in many of the shopping centres, MRT and bus stations around Singapore.</p><p>Other than dental clinic outlets, Q&amp;M Dental also operates a unit that manufactures dental materials and distributes dental equipment and supplies.</p><p>Because of the pandemic, Q&amp;M Dental, through Acumen Diagnostic (effective ownership of 67.15%), started providing COVID-19 PCR home and offsite swab services at all of its clinics around Singapore.</p><p>As the government ramped up its fight against the virus, Q&amp;M Dental’s Medical laboratory segment saw a more than 16-fold revenue growth in FY2021 to S$37.1 million, compared to S$2.2 million a year earlier.</p><p>Post-COVID, Acumen’s R&amp;D is developing a pipeline of PCR tests for infectious diseases and cancer.</p><p>In FY2021, Q&amp;M Dental paid a total dividend of S$0.04.</p><p>For its fiscal 2022 first quarter (1Q2022), it paid out an interim dividend of S$0.004, which at a unit price of S$0.485, translates to a 7% trailing 12 months dividend yield.</p><p><b>Get Smart: Safe and stable</b></p><p>The three stocks above all exhibit strengths and dominance in their respective fields.</p><p>Regardless of the state of the stock market, they remain resilient and can withstand downturns without going under.</p><p>If markets do plunge suddenly and without reason, I’ll be looking out for these stocks to add to my investment portfolio.</p></body></html>","source":"lsy1602567310727","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>Here Are 3 Singapore Stocks I Would Look to Add In A Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nHere Are 3 Singapore Stocks I Would Look to Add In A Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-07 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/here-are-3-singapore-stocks-i-would-look-to-add-in-a-bear-market/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are three Singapore stocks that I will eagerly buy if a bear market arrives.It’s been a tough year to watch especially if your portfolio is heavy on growth stocks.Technology stocks, in particular...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/here-are-3-singapore-stocks-i-would-look-to-add-in-a-bear-market/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QC7.SI":"全民","Z74.SI":"新电信","C52.SI":"康福德高企业"},"source_url":"https://thesmartinvestor.com.sg/here-are-3-singapore-stocks-i-would-look-to-add-in-a-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170648892","content_text":"Here are three Singapore stocks that I will eagerly buy if a bear market arrives.It’s been a tough year to watch especially if your portfolio is heavy on growth stocks.Technology stocks, in particular, have taken an even larger hit.It’s not easy to keep your emotions in check when you see the flood of red in your portfolio.While scary, the good news is we are playing the long game, and such declines are just temporary for strong companies that have a robust competitive moat and good track record of performance.PM Lee has warned of a possible recession in the next two years that may trigger a bear market, giving you a great opportunity to accumulate the stocks of strong companies on the cheap.Below are three companies I would look to add if a bear market arrives.1. ComfortDelgro Corporation Limited (SGX: C52)The first is ComfortDelgro Corporation Limited, or CDG, Singapore’s land transport giant.The group has a fleet size of about 35,000 buses, taxis and rental services.Its geographic presence also spans Singapore, Australia, China, the United Kingdom, Ireland, Vietnam, and Malaysia.Besides being Singapore’s largest taxi operator with a 60% market share, CDG’s Inspection & Testing Services segment, through its wholly owned subsidiary VICOM (SGX: WJP), is also Singapore’s largest vehicle inspection company with 35 inspection lanes across seven centres.CDG’s strengths abroad are also noteworthy.Through targeted acquisitions and investments, CDG has become the United Kingdom’s second-largest coach operator.For its fiscal 2022’s first quarter (1Q2022) earnings, revenue inched up 3.9% year on year to S$895.9 million while net profit jumped 30.4% year on year to S$76.7 million.CDG’s robust businesses and market dominance in its multiple segments make this blue-chip stock a darling to own.In addition, investors can also hope for better dividends should the company execute well, just like how it tripled its FY2021 dividend to S$0.042 from FY2020’s S$0.0143.At a unit price of S$1.44, CDG currently sports a dividend yield of 2.92%.2. Singtel (SGX: Z74)Next up is Singtel, our home-grown telco giant and also another blue-chip darling.From mobile services (which include calling, roaming, data services etc) to Enterprise ICT services (which include government and enterprise projects e.g digitalisation), Singtel’s business divisions demonstrate high barriers to entry.Singtel doesn’t rely solely on the Singapore market for revenue contribution.In FY22, its Australia’s Consumer segment revenue stood at 43.2%, or A$6.6 billion of total group revenue of S$15.3 billion.Across other regions, Singtel gets 13.5%, or S$2 billion, of its group revenue from its regional associates, which takes in contributions from Indonesia, Philippines, India, and Africa.Not to forget, Singtel’s business-to-business (B2B) arm, which comprises NCS and Group Enterprise, are deeply rooted in government projects and data centre scale ups.Together, they make up about S$6.1 billion (NCS: S$2.3 billion, Group Enterprise: S$3.8 billion) of its FY22’s revenue.Essentially, B2B businesses make up about 40% of Singtel’s total revenue.With the 5G scale ups and the different initiatives that Singtel has done to unlock value for shareholders, Singtel’s moat should become even stronger over time.Singtel has a dividend policy to pay out 60-80% of underlying net profit.Investors who are looking to ride Singtel’s long term growth while also being paid in dividends can consider investing in the company.Singtel proposed a final dividend of S$0.048 for FY2022, which was double that of S$0.024 in FY2021.Based on the total dividend per share of S$0.093 Singtel paid out for FY2022, and at a unit price of S$2.58, this translates to a dividend yield of 3.6%.3. Q&M Dental Group (SGX: QC7)Lastly, we have Q&M Dental Group, or Q&M Dental.Q&M Dental is the largest private dental clinic operator in Singapore with 99 outlets across the island.It also has 41 dental outlets in Malaysia, and one dental clinic in China.Q&M Dental clinics are strategically and conveniently located in many of the shopping centres, MRT and bus stations around Singapore.Other than dental clinic outlets, Q&M Dental also operates a unit that manufactures dental materials and distributes dental equipment and supplies.Because of the pandemic, Q&M Dental, through Acumen Diagnostic (effective ownership of 67.15%), started providing COVID-19 PCR home and offsite swab services at all of its clinics around Singapore.As the government ramped up its fight against the virus, Q&M Dental’s Medical laboratory segment saw a more than 16-fold revenue growth in FY2021 to S$37.1 million, compared to S$2.2 million a year earlier.Post-COVID, Acumen’s R&D is developing a pipeline of PCR tests for infectious diseases and cancer.In FY2021, Q&M Dental paid a total dividend of S$0.04.For its fiscal 2022 first quarter (1Q2022), it paid out an interim dividend of S$0.004, which at a unit price of S$0.485, translates to a 7% trailing 12 months dividend yield.Get Smart: Safe and stableThe three stocks above all exhibit strengths and dominance in their respective fields.Regardless of the state of the stock market, they remain resilient and can withstand downturns without going under.If markets do plunge suddenly and without reason, I’ll be looking out for these stocks to add to my investment portfolio.","news_type":1,"symbols_score_info":{"Z74.SI":0.9,"QC7.SI":0.9,"C52.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034134978,"gmtCreate":1647824113780,"gmtModify":1676534268864,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034134978","repostId":"1109622169","repostType":4,"repost":{"id":"1109622169","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":1647819440,"share":"https://ttm.financial/m/news/1109622169?lang=en_US&edition=fundamental","pubTime":"2022-03-21 07:37","market":"sh","language":"zh","title":"This week's preview | Tencent, Xiaomi, Meituan and other financial reports are coming together!","url":"https://stock-news.laohu8.com/highlight/detail?id=1109622169","media":"老虎资讯综合","summary":"摘要：财经数据方面：关注中国3月LPR利率、美国第四季度经常帐、美国2月耐用品订单月率、美国初请失业金人数和等一些主要经济数据。事件方面：美联储和其他央行官员将发表讲话，继续表明他们对经济复苏和央行政","content":"<p><html><head></head><body><b>Summary:</b></p><p>In terms of financial data: Pay attention to China's LPR interest rate in March, the current account of the United States in the fourth quarter, the monthly rate of durable goods orders in the United States in February, the number of initial jobless claims in the United States, and some major economic data. In terms of events: The Federal Reserve and other central bank officials will deliver speeches to continue to express their views on the economic recovery and central bank policy outlook. In terms of financial reports: A number of Hong Kong and American companies will release financial reports, and the latest results of Tencent, Meituan, Pinduoduo, Xiaomi, Nio, and SenseTime will be announced soon. In terms of new shares: Riel Group, the first mid-to-high-end dental chain, will land on the Hong Kong Stock Exchange on Tuesday.<b>Monday (March 21) Keywords: Chinese March LPR, Pinduoduo financial report, Arrail Group announced winning lottery</b></p><p><img src=\"https://static.tigerbbs.com/766208ed5da1c91cdf871004f98d6288\" tg-width=\"865\" tg-height=\"164\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/bae89f6440d19da2dd52ab0847c90576\" tg-width=\"865\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/>On Monday, investors need to watch out<b>China's quoted one-year and five-year loan market interest rates for the week ending March 21</b>, the market generally expects that the LRP interest rate will most likely remain unchanged in March. In terms of events, pay attention to the speeches of European Central Bank President Christine Lagarde and Atlanta Fed President Bostic.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Will release earnings before the U.S. stock market opens</b>；<a href=\"https://laohu8.com/S/01672\">Ascletis Pharma-B</a>、<a href=\"https://laohu8.com/S/06865\">Follett Glass</a>Will report earnings.</p><p><b>In terms of new shares,<a href=\"https://laohu8.com/S/06639\">Riel Group</a>The winning results will be announced and black market trading will be opened, and it will be officially listed on Tuesday.</b></p><p>Arrail Group is the largest dental medical service provider in China's high-end private dental medical service market, and in terms of revenue in the same period, the company is the third largest dental medical service provider in China's entire private dental medical service market.<b>Tuesday (March 22) Keywords: Federal Reserve Powell speech, Xiaomi financial report</b></p><p><img src=\"https://static.tigerbbs.com/9597f328a3d287c8b4a12d8b18003d76\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><b>On Tuesday, we need to pay attention to the speeches of a number of key officials, including Federal Reserve Chairman Jerome Powell, European Central Bank Vice President Guindos and New York Fed President Williams.</b></p><p>At 2 a.m. on Thursday, March 17, Beijing time, the Federal Reserve raised the target range of the federal benchmark interest rate by 25 basis points to 0.25%-0.5%. This is also the first rate hike since December 2018. At a press conference held after the interest rate meeting, Federal Reserve Chairman Jerome Powell reiterated that fighting inflation is the top priority and downplayed the risk of economic recession, saying that \"the economic situation is strong and can withstand the tightening of monetary policy.\"</p><p>European Central Bank Vice President Guindos recently stated that monetary normalization does not mean immediate rate hike. New York Fed President Williams said in early March that the U.S. economy has not fallen into stagflation and inflation will fall back by the end of the year. This week, we need to continue to pay attention to their views on the economy and the central bank's policy outlook.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/02020\">ANTA Sports</a>、<a href=\"https://laohu8.com/S/01810\">Xiaomi Group-W</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/NKE\">Nike</a>、<a href=\"https://laohu8.com/S/HUYA\">Tiger Tooth</a>Will release earnings.</b></p><p><b>Wednesday (March 23) Keywords: Tencent financial report, U.S. API and EIA crude oil inventory changes</b></p><p><img src=\"https://static.tigerbbs.com/56f8719b95a0769df7035a6d3c39cfc0\" tg-width=\"865\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/424be0a52217af81f1f4e9841394b28c\" tg-width=\"865\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/><b>In terms of data, pay attention to EIA crude oil inventories in the United States for the week ending March 18.</b>EIA crude oil inventories in the United States increased by 4.345 million barrels in the week to March 11, compared with expectations for a decrease of 1.375 million barrels. As the epidemic continues, oil demand is suppressed and inventories may continue to increase.</p><p><b>In terms of events, Federal Reserve Chairman Powell attended the Bank for International Settlements Innovation Conference</b>, discuss the new challenges facing central banks in the digital world.</p><p><b>In terms of financial reports, pay attention to<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、</b><a href=\"https://laohu8.com/S/06862\">Haidilao</a>、<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/02359\">WuXi AppTec</a>、<a href=\"https://laohu8.com/S/ADBE\">Adobe</a><b>Financial Statements</b></p><p><b>Thursday (March 24) Keywords: Nio financial report, U.S. February durable goods orders monthly preliminary value, U.S. initial jobless claims</b></p><p><img src=\"https://static.tigerbbs.com/400021a4c448438271345ef095517303\" tg-width=\"865\" tg-height=\"516\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/240832d687d3a6a245717826e40b4633\" tg-width=\"865\" tg-height=\"74\" referrerpolicy=\"no-referrer\"/><b>In terms of data, pay attention to the current account of the United States in the fourth quarter, the number of initial jobless claims in the United States for the week ending March 19, the initial value of the manufacturing PMI in the United States in March, and the initial monthly rate of durable goods orders in the United States in February.</b></p><p>The initial value of Markit manufacturing PMI in the United States in February was 57.5, higher than the expected 56.0 and a new high since December last year, indicating that commodity production, orders and employment growth have become increasingly stable; The initial value of Markit's services PMI in February was 56.7, which was also higher than the expected 53.0. The initial value of the comprehensive PMI in February was 56.0, higher than the previous month's 51.0. Analysts believe that with the further growth of demand, while U.S. economic growth rebounds sharply, price pressures will rise to historical highs again, which will become the expected basis for the Federal Reserve to accelerate the tightening of monetary policy.</p><p>The number of initial jobless claims in the United States recorded 214,000 in the week to March 12, the lowest since the week of January 1, 2022. Initial jobless claims were the lowest since Jan. 1, again indicating that the 3.8% unemployment rate in the U.S. market is close to full employment.</p><p><b>Event aspect</b>, investors also need to pay attention to the speeches delivered by Chicago Fed President Evans and Atlanta Fed President Bostic.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/NIO\">Nio</a>The financial report will be released after the U.S. stock market closes.<a href=\"https://laohu8.com/S/09961\">Ctrip Group-S</a>Will release earnings.</b></p><p><b>Friday (March 25) Keywords: Meituan, SenseTime's financial report, New York Fed President Williams's speech, the final value of the University of Michigan consumer confidence index in March.</b></p><p><img src=\"https://static.tigerbbs.com/b43a2c132cd1dd9207a54f5cab727ff9\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/61ffea5ccb36a00047c9f7ccb74ee245\" tg-width=\"865\" tg-height=\"142\" referrerpolicy=\"no-referrer\"/><b>Data aspect</b>, the University of Michigan Consumer Confidence Index will be released in March.</p><p><b>Event aspect</b>, pay attention to the speeches of San Francisco Fed President Daly and New York Fed President Williams.</p><p><b>In terms of financial reports, pay attention to<a href=\"https://laohu8.com/S/03690\">Meituan-W</a>、<a href=\"https://laohu8.com/S/00020\">SenseTime-W</a>、<a href=\"https://laohu8.com/S/09866\">Nio-SW</a>、</b><a href=\"https://laohu8.com/S/06185\">CanSino Biologics-B</a><b>Financial report.</b></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This week's preview | Tencent, Xiaomi, Meituan and other financial reports are coming 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; 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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\">\nThis week's preview | Tencent, Xiaomi, Meituan and other financial reports are coming 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\">2022-03-21 07:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary:</b></p><p>In terms of financial data: Pay attention to China's LPR interest rate in March, the current account of the United States in the fourth quarter, the monthly rate of durable goods orders in the United States in February, the number of initial jobless claims in the United States, and some major economic data. In terms of events: The Federal Reserve and other central bank officials will deliver speeches to continue to express their views on the economic recovery and central bank policy outlook. In terms of financial reports: A number of Hong Kong and American companies will release financial reports, and the latest results of Tencent, Meituan, Pinduoduo, Xiaomi, Nio, and SenseTime will be announced soon. In terms of new shares: Riel Group, the first mid-to-high-end dental chain, will land on the Hong Kong Stock Exchange on Tuesday.<b>Monday (March 21) Keywords: Chinese March LPR, Pinduoduo financial report, Arrail Group announced winning lottery</b></p><p><img src=\"https://static.tigerbbs.com/766208ed5da1c91cdf871004f98d6288\" tg-width=\"865\" tg-height=\"164\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/bae89f6440d19da2dd52ab0847c90576\" tg-width=\"865\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/>On Monday, investors need to watch out<b>China's quoted one-year and five-year loan market interest rates for the week ending March 21</b>, the market generally expects that the LRP interest rate will most likely remain unchanged in March. In terms of events, pay attention to the speeches of European Central Bank President Christine Lagarde and Atlanta Fed President Bostic.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Will release earnings before the U.S. stock market opens</b>；<a href=\"https://laohu8.com/S/01672\">Ascletis Pharma-B</a>、<a href=\"https://laohu8.com/S/06865\">Follett Glass</a>Will report earnings.</p><p><b>In terms of new shares,<a href=\"https://laohu8.com/S/06639\">Riel Group</a>The winning results will be announced and black market trading will be opened, and it will be officially listed on Tuesday.</b></p><p>Arrail Group is the largest dental medical service provider in China's high-end private dental medical service market, and in terms of revenue in the same period, the company is the third largest dental medical service provider in China's entire private dental medical service market.<b>Tuesday (March 22) Keywords: Federal Reserve Powell speech, Xiaomi financial report</b></p><p><img src=\"https://static.tigerbbs.com/9597f328a3d287c8b4a12d8b18003d76\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><b>On Tuesday, we need to pay attention to the speeches of a number of key officials, including Federal Reserve Chairman Jerome Powell, European Central Bank Vice President Guindos and New York Fed President Williams.</b></p><p>At 2 a.m. on Thursday, March 17, Beijing time, the Federal Reserve raised the target range of the federal benchmark interest rate by 25 basis points to 0.25%-0.5%. This is also the first rate hike since December 2018. At a press conference held after the interest rate meeting, Federal Reserve Chairman Jerome Powell reiterated that fighting inflation is the top priority and downplayed the risk of economic recession, saying that \"the economic situation is strong and can withstand the tightening of monetary policy.\"</p><p>European Central Bank Vice President Guindos recently stated that monetary normalization does not mean immediate rate hike. New York Fed President Williams said in early March that the U.S. economy has not fallen into stagflation and inflation will fall back by the end of the year. This week, we need to continue to pay attention to their views on the economy and the central bank's policy outlook.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/02020\">ANTA Sports</a>、<a href=\"https://laohu8.com/S/01810\">Xiaomi Group-W</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/NKE\">Nike</a>、<a href=\"https://laohu8.com/S/HUYA\">Tiger Tooth</a>Will release earnings.</b></p><p><b>Wednesday (March 23) Keywords: Tencent financial report, U.S. API and EIA crude oil inventory changes</b></p><p><img src=\"https://static.tigerbbs.com/56f8719b95a0769df7035a6d3c39cfc0\" tg-width=\"865\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/424be0a52217af81f1f4e9841394b28c\" tg-width=\"865\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/><b>In terms of data, pay attention to EIA crude oil inventories in the United States for the week ending March 18.</b>EIA crude oil inventories in the United States increased by 4.345 million barrels in the week to March 11, compared with expectations for a decrease of 1.375 million barrels. As the epidemic continues, oil demand is suppressed and inventories may continue to increase.</p><p><b>In terms of events, Federal Reserve Chairman Powell attended the Bank for International Settlements Innovation Conference</b>, discuss the new challenges facing central banks in the digital world.</p><p><b>In terms of financial reports, pay attention to<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、</b><a href=\"https://laohu8.com/S/06862\">Haidilao</a>、<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/02359\">WuXi AppTec</a>、<a href=\"https://laohu8.com/S/ADBE\">Adobe</a><b>Financial Statements</b></p><p><b>Thursday (March 24) Keywords: Nio financial report, U.S. February durable goods orders monthly preliminary value, U.S. initial jobless claims</b></p><p><img src=\"https://static.tigerbbs.com/400021a4c448438271345ef095517303\" tg-width=\"865\" tg-height=\"516\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/240832d687d3a6a245717826e40b4633\" tg-width=\"865\" tg-height=\"74\" referrerpolicy=\"no-referrer\"/><b>In terms of data, pay attention to the current account of the United States in the fourth quarter, the number of initial jobless claims in the United States for the week ending March 19, the initial value of the manufacturing PMI in the United States in March, and the initial monthly rate of durable goods orders in the United States in February.</b></p><p>The initial value of Markit manufacturing PMI in the United States in February was 57.5, higher than the expected 56.0 and a new high since December last year, indicating that commodity production, orders and employment growth have become increasingly stable; The initial value of Markit's services PMI in February was 56.7, which was also higher than the expected 53.0. The initial value of the comprehensive PMI in February was 56.0, higher than the previous month's 51.0. Analysts believe that with the further growth of demand, while U.S. economic growth rebounds sharply, price pressures will rise to historical highs again, which will become the expected basis for the Federal Reserve to accelerate the tightening of monetary policy.</p><p>The number of initial jobless claims in the United States recorded 214,000 in the week to March 12, the lowest since the week of January 1, 2022. Initial jobless claims were the lowest since Jan. 1, again indicating that the 3.8% unemployment rate in the U.S. market is close to full employment.</p><p><b>Event aspect</b>, investors also need to pay attention to the speeches delivered by Chicago Fed President Evans and Atlanta Fed President Bostic.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/NIO\">Nio</a>The financial report will be released after the U.S. stock market closes.<a href=\"https://laohu8.com/S/09961\">Ctrip Group-S</a>Will release earnings.</b></p><p><b>Friday (March 25) Keywords: Meituan, SenseTime's financial report, New York Fed President Williams's speech, the final value of the University of Michigan consumer confidence index in March.</b></p><p><img src=\"https://static.tigerbbs.com/b43a2c132cd1dd9207a54f5cab727ff9\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/61ffea5ccb36a00047c9f7ccb74ee245\" tg-width=\"865\" tg-height=\"142\" referrerpolicy=\"no-referrer\"/><b>Data aspect</b>, the University of Michigan Consumer Confidence Index will be released in March.</p><p><b>Event aspect</b>, pay attention to the speeches of San Francisco Fed President Daly and New York Fed President Williams.</p><p><b>In terms of financial reports, pay attention to<a href=\"https://laohu8.com/S/03690\">Meituan-W</a>、<a href=\"https://laohu8.com/S/00020\">SenseTime-W</a>、<a href=\"https://laohu8.com/S/09866\">Nio-SW</a>、</b><a href=\"https://laohu8.com/S/06185\">CanSino Biologics-B</a><b>Financial report.</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{"03690":"美团-W",".SPX":"S&P 500 Index","01810":"小米集团-W","PDD":"拼多多","NIO":"蔚来","00700":"腾讯控股",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","09866":"蔚来-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109622169","content_text":"摘要：财经数据方面：关注中国3月LPR利率、美国第四季度经常帐、美国2月耐用品订单月率、美国初请失业金人数和等一些主要经济数据。事件方面：美联储和其他央行官员将发表讲话，继续表明他们对经济复苏和央行政策前景的观点。财报方面：多家港美公司将发布财报，腾讯、美团、拼多多、小米、蔚来、商汤等最新业绩即将公布。新股方面：中高端口腔连锁第一股瑞尔集团将于周二登陆港交所。周一(3月21日)关键词：中国3月LPR，拼多多财报，瑞尔集团公布中签周一，投资者需留意中国截至3月21日当周一年期和五年期贷款市场报价利率，市场普遍预期预计3月LRP利率大概率保持不变。事件方面，关注欧洲央行行长拉加德、亚特兰大联储主席博斯蒂克的讲话。财报方面，拼多多将于美股盘前发布财报；歌礼制药-B、福莱特玻璃将公布财报。新股方面，瑞尔集团将公布中签结果及开启暗盘交易，周二正式挂牌上市。瑞尔集团是中国高端民营口腔医疗服务市场最大的口腔医疗服务提供商，且按同期的收入计，公司是中国整个民营口腔医疗服务市场的第三大口腔医疗服务提供商。周二(3月22日)关键词：美联储鲍威尔讲话，小米财报周二需关注多位重要官员的讲话，包括美联储主席鲍威尔，欧洲央行副行长金多斯和纽约联储主席威廉姆斯。北京时间3月17日周四凌晨2点，美联储上调联邦基准利率目标区间25个基点，至0.25%-0.5%。这也是2018年12月以来的首次加息。在议息会议后举行的新闻发布会上，美联储主席鲍威尔重申抗通胀为首要任务，淡化经济衰退风险，表示“经济状况强劲，能够承受货币政策收紧”。欧洲央行副行长金多斯最近表态称，货币正常化并不意味着立即加息。纽约联储主席威廉姆斯在3月初表示，美国经济未陷入滞胀 年底通胀将回落。本周需继续关注他们对于经济以及央行政策前景的看法。财报方面，安踏体育、小米集团-W、腾讯音乐、耐克、虎牙将发布财报。周三(3月23日)关键词：腾讯财报，美国API和EIA原油库存变动数据方面，关注美国至3月18日当周EIA原油库存。美国至3月11日当周EIA原油库存增加434.5万桶，预期减少137.5万桶。疫情持续的情况下，石油需求受到抑制，库存可能继续增加。事件方面，美联储主席鲍威尔出席国际清算银行创新大会，讨论数字世界里央行面临的新挑战。财报方面，关注腾讯控股、海底捞、吉利汽车、药明康德、Adobe财报周四(3月24日)关键词：蔚来财报，美国2月耐用品订单月率初值，美国初请失业金人数数据方面，关注美国第四季度经常帐、美国截至3月19日当周初请失业金人数、美国3月制造业PMI初值、美国2月耐用品订单月率初值。美国2月Markit制造业PMI初值57.5，高于预期的56.0、创去年12月以来新高，显示商品生产、订单数及就业增长愈发稳定；2月Markit服务业PMI初值56.7，同样高于预期的53.0，2月综合 PMI 初值则录得56.0，高于上月的51.0。分析认为，随着需求进一步增长，美国经济成长大幅反弹的同时物价压力也会再度升至历史高位，成为美联储加快收紧货币政策的预期基础。美国至3月12日当周初请失业金人数录得21.4万人，创2022年1月1日当周以来新低。初请失业金人数是自1月1日以来的最低水平，再次表明美国市场3.8％的失业率已接近充分就业。事件方面，投资者还需关注芝加哥联储主席埃文斯，亚特兰大联储主席博斯蒂克发表的讲话。财报方面，蔚来将于美股盘后发布财报，携程集团-S将发布财报。周五(3月25日)关键词：美团、商汤财报，纽约联储主席威廉姆斯讲话，美国3月密歇根大学消费者信心指数终值。数据方面，美国3月密歇根大学消费者信心指数将公布。事件方面，关注旧金山联储主席戴利和纽约联储主席威廉姆斯的讲话。财报方面，关注美团-W、商汤-W、蔚来-SW、康希诺生物-B财报。","news_type":1,"symbols_score_info":{"PDD":0.9,"00700":0.9,"NIO":0.9,".SPX":0.9,"01810":0.9,".DJI":0.9,"09866":0.9,"03690":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030749678,"gmtCreate":1645833310192,"gmtModify":1676534067894,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030749678","repostId":"1156241029","repostType":4,"repost":{"id":"1156241029","kind":"news","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团，引入百年历史的《巴伦》（Barron's）独家内容，打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"Barrons巴伦","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1645790054,"share":"https://ttm.financial/m/news/1156241029?lang=en_US&edition=fundamental","pubTime":"2022-02-25 19:54","market":"fut","language":"zh","title":"Are you the most hurt by the war between Russia and Ukraine? Five suggestions to keep your money bag","url":"https://stock-news.laohu8.com/highlight/detail?id=1156241029","media":"Barrons巴伦","summary":"虽然无法精准判断地缘政治对市场的影响程度，但这类事件一般不会妨碍股市在中期内走高，恐慌和投资多样化程度不够高才是最大的危险。当地时间2月24日，美欧宣布对俄罗斯实施新的制裁，不过制裁措施中没有包括俄罗","content":"<p><html><head></head><body>Although it is impossible to accurately judge the influence of geopolitics on the market, such events generally do not prevent the stock market from rising in the medium term. Panic and insufficient investment diversification are the biggest dangers. On February 24, local time, the United States and Europe announced new sanctions against Russia, but the sanctions did not include restrictions on Russian energy exports, nor did they include kicking Russia out of the SWIFT international payment system.</p><p>U.S. President Biden also stated that day that the United States will not go to war with Russia, nor will it deploy troops to Ukraine. NATO also said it has no plans or intentions to send troops to Ukraine. On February 25, local time, Ukrainian President Zelensky stated that the West had completely abandoned Ukraine.</p><p>As the latest sanctions from the United States and Europe did not involve energy and SWIFT, the two issues that investors are most concerned about, the trend of the U.S. stock market reversed yesterday after a plunge in early trading. The three major stock indexes all closed higher, with the Nasdaq closing sharply up 3.1%, the S&P 500 Index and The Dow rose 1.5% and 0.28% respectively.</p><p>Asia-Pacific stock markets also rebounded on February 25th (Friday). The three major A-share indexes all closed higher, with the Shanghai Composite Index up 0.63%, the Shenzhen Component Index up 1.21%, and the ChiNext Index up 2.58%. Hong Kong's Hang Seng Index opened higher and closed down 0.59%, and the Hang Seng Technology Index closed up 0.84% after rising more than 2.7% during the session. The Nikkei 225 index closed up 1.95%, while South Korea's KOSPI index closed up 1.07%. Russia's RTS index, which fell 38% on Thursday, rose 28% after opening today.</p><p>However, as of press time, U.S. stock futures fell again on Friday, indicating that the stock market may not be out of risk.<a href=\"https://laohu8.com/S/03329\">BOCOM International</a>Hong Hao, managing director, issued a document on the 25th, pointing out that the reversal of US stocks last night was more like a bear market rebound.</p><p><img src=\"https://static.tigerbbs.com/df9a72952d3dd3f5875085b122b9d770\" tg-width=\"594\" tg-height=\"84\" referrerpolicy=\"no-referrer\"/></p><p>\"Barron's Weekly\" pointed out that as rising oil prices exacerbate inflation and the Federal Reserve's interest rate meeting is held, the market will continue to fluctuate violently, and investors can respond from five aspects.</p><p><b>1. U.S. stocks breathed a sigh of relief, but more troubles lie behind?</b></p><p>The United States announced that new sanctions against Russia were not so strong, which was one of the reasons why U.S. stocks turned from falling to rising last night. On February 24, local time, U.S. President Biden announced after a video meeting with the leaders of the Group of Seven that the United States would freeze all Russian assets in the United States starting from February 24. He said: \"Sanctions will bring a heavy price to the Russian economy, both in the short and long term.\"</p><p>The latest sanctions include Sberbank, Russia's largest financial institution, and its 25 subsidiaries, as well as four other major banks and their subsidiaries, including VTB Bank, Russia's second-largest bank. The move aims to cut off Russia's access to dollars. According to the U.S. Treasury Department estimates, the sanctions involve nearly 80% of the assets of the Russian banking industry. In addition, the United States will freeze the assets of Russian elites and their families.</p><p>The U.S. will also restrict exports of U.S. military equipment and other sensitive technologies critical to Russia's defense. Biden said these sanctions would cut off more than half of Russia's high-tech imports and deal a blow to the modernization of Russia's military and aerospace industries. Biden emphasized that sanctions are jointly implemented by the United States and allies who \"account for more than half of the global economy.\" Multilateral sanctions will reduce foreign capital inflows into Russia by more than US $50 billion.</p><p>In addition, investors' renewed interest in technology stocks is another reason why the Nasdaq has led the rise in U.S. stocks.</p><p>In recent trading days, the U.S. stock market has continued to be under pressure due to the Russia-Ukraine crisis. Sanctions on Russian oil exports and further inflation are one of the most worried issues for investors. In addition, the Federal Reserve has begun to tighten policy. These two factors will put tremendous pressure on economic growth.</p><p>Among the Dow, cyclical stocks that are more sensitive to economic growth are under the greatest pressure, as illustrated by the smallest gain in the Dow yesterday. But there appears to be a renewed investor interest in tech stocks.</p><p>Keith Lerner, co-chief investment officer of Truist, said: \"Before, the risk faced by the stock market was mainly the overvaluation of stocks, but now the bigger risk becomes that the slowdown of economic growth will reduce the company's profit in the short term, which is particularly unfavorable for the Dow. Technology stocks have fallen a lot before because of killing valuations, including some high-quality companies, so when concerns about economic growth arise, technology stocks will rebound significantly.\"</p><p>However, Hong Hao, managing director of Bank of Communications International, pointed out that last night, S&P futures opened down more than 2% to a 6-month low, then reversed in a V-shape and closed up more than 1%. In the 40-year history of S&P futures, this situation has only happened three times, on July 24, 2002, September 16, 2008, and February 24, 2021 (last night). When this happened the first two times, the U.S. stock market was already in a bear market and the U.S. economy was in a deep recession. At that time in 2002, the U.S. stock market experienced two returns to the same depth in October 2002 and 2003, and the U.S. economy came out of recession before finally reversing. In 2008, when Lehman collapsed, U.S. stocks rebounded for a day, and then continued to fall by 50% before stopping falling until the first quantitative easing of the Federal Reserve was launched.</p><p>Hong Hao believes: \"Although the historic reversal of U.S. stocks last night happened once in decades, it was more like a bear market rebound. After all, before the rebound, the Nasdaq large stock index had plummeted by 20% and entered a bear market.\"</p><p><b>2. How high oil prices can soar depends on whether Russia and the United States dare to play the oil card</b></p><p>Biden still did not mention sanctions on Russian oil exports in his latest statement. He said he would release more oil reserves in the United States to prevent energy prices from soaring. Biden's economic adviser said on February 24 that in the long run, sanctions targeting the technology sector will disrupt Russia's ability to develop its energy industry. The goal of the sanctions is to reduce Russia's \"long-term\" energy capabilities, not just in the \"short term.\"</p><p>But Robert Yawger, head of energy futures at Mizuho Securities, pointed out that the United States and its allies have characterized Russia's invasion of Ukraine as an \"illegal action\" and that if they continue to buy Russian oil, it will soon become unjustifiable. If Russia continues to act aggressively, the United States and its allies will come across as \"weak\" in the face of energy issues. Yager said, \"You can't always say 'We won't buy Russian energy' after the 'Holocaust'\".</p><p>Barron's pointed out that,<b>Whether the United States and other countries will impose sanctions on Russian oil and gas in the future, and whether Russia will stop exports to other countries, remain two issues of uncertainty. These two factors will rise even further when oil prices have already soared.</b></p><p>Brent crude, the international benchmark, rose 7% to $103.66 a barrel on Thursday, topping $100 for the first time since 2014.</p><p>\"If Russia's invasion of Ukraine escalates further, forcing the United States and Europe to impose sanctions on its energy, oil prices will rise to $125,\" Jager said.</p><p>Other analysts have previously pointed out that in addition to the Russia-Ukraine crisis, factors such as OPEC's no intention to increase production and the slow pace of increasing production by other oil-producing countries may push oil prices to $150.</p><p>Consulting firm<a href=\"https://laohu8.com/S/600697\">Eurasia Group</a>(Eurasia Group) analysts pointed out: \"Before a large number of alternative supplies (such as the lifting of sanctions on Iran by the United States and Europe and the increase of shale oil production by the United States) appear, oil prices are likely to continue to rise, but it will take time. The longer it takes, the higher it will rise, reaching $150 per barrel.\"</p><p><b>3. The Federal Reserve will still conduct a rate hike, and the expected range will drop to 25 basis points</b></p><p>After the recent sharp rise in oil prices, natural gas prices in the United States have increased by a quarter since February 10, and natural gas prices in Europe have soared by 45%.</p><p>For months, the Federal Reserve has been struggling with how to fight inflation without hindering economic recovery. The market has also been speculating on the extent of rate hike actions the Federal Reserve will take at its March meeting. Now the Federal Reserve will have to consider the Russia-Ukraine crisis. Uncertainty caused by the pressure on economic growth.</p><p>Now, the possibility of a sharp 50 basis point rate hike by the Federal Reserve at the March meeting has been greatly reduced, but in the face of high inflation, the possibility of a 25 basis point rate hike is still very high.<a href=\"https://laohu8.com/S/CME\">Chicago Mercantile Exchange</a>(CME) data on Thursday showed that most traders expect the Federal Reserve to rate hike by 25 basis points next month, with a nearly 90% chance.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>(Goldman Sachs) pointed out that the Federal Reserve will not give up its 25 basis points rate hike in March because of the Russia-Ukraine crisis.</p><p>Many economists also pointed out that although the Russia-Ukraine crisis has brought uncertainty, the impact on U.S. economic growth is expected to be slight, especially when the U.S. trade volume with Russia and Ukraine is very small. The potential growth capacity of the U.S. economy, persistent inflationary pressures and full employment mean that the longer-term path of rate hike will remain largely unchanged for the rest of the year.</p><p>Ian Shepherdson, chief economist at Pantheon Macroeconomics, said on Thursday that surging oil prices may not pose a particularly serious threat to the recovery of the U.S. economy after the epidemic, and may not even inhibit economic growth. \"</p><p>The strong economic growth outlook means that inflation will remain a bigger threat than geopolitical conflict. \"The Federal Reserve is expected to continue tightening monetary policy throughout this year despite rising geopolitical tensions,\" said Bill Adams, chief economist at Comerica Bank.</p><p>Judging by the level of pricing in futures markets, traders now expect the Fed to make at least six rate hike this year, and it can avoid plunging the economy into recession.</p><p><b>4. Deal with the market that has lost its direction,<a href=\"https://laohu8.com/S/UBS\">UBS</a>There are five suggestions</b></p><p>Mark Haefele, chief investment officer of UBS Global Wealth Management, said in a research report on Thursday: \"Increased market volatility caused by the escalation of the Russia-Ukraine conflict shows that the market has not fully priced in the resulting risks, and it is expected that the market will continue to be volatile in the short term as countries adjust and announce their responses.\" Haefele and some other analysts and strategists have some advice for investors.</p><p><b>First, increase the degree of investment diversification.</b>Heifel pointed out that by diversifying across regions, sectors and asset classes, investors can reduce special exposure related to the Ukraine crisis, or other political exposure around the globe. For diversified portfolios, geopolitical price declines caused by events are usually short-lived.</p><p><b>Second, hedging through commodities.</b>Commodities can be an option to hedge your portfolio's geopolitical risks amid the risk of supply disruptions, and such assets can also deliver attractive returns in an environment of accelerating economic growth, persistent inflation and rising interest rates. Heifel said a \"long-term escalation\" of geopolitical tensions could push gold prices above $2,000. Gold is currently around $1,925.</p><p><b>Third, prepare for a rise in the dollar.</b>The U.S. dollar is a safe-haven currency that tends to rise during periods of heightened geopolitical uncertainty, Heifel noted.</p><p><b>Fourth, buy high-quality technology stocks.</b>Wedbush analyst Dan Ives believes that now is a good time to buy quality tech stocks. \"Tech stocks are currently oversold at their highest levels since 2014 and 2015, and since 2000 our strategy has been to buy in times of chaos that have been oversold in panic selling,\" Ives said Thursday. Sold quality tech stocks. \"</p><p>Some analysts believe that Russia may crack down on other vulnerabilities such as Ukraine's data centers, networks, sensitive data and infrastructure. The websites of Ukrainian government departments and their affiliated agencies began to be attacked by DDoS network last week, and the websites of many government departments were once unable to log in on the 23rd. On the other hand, the international hacker group \"Anonymous\" announced a \"cyber war\" against Russia on the 24th in response to Russia's military operations in Ukraine, and admitted to attacking the website of Russia Today TV. Wedbush's team of analysts noted that geopolitical conflicts have the potential to benefit cybersecurity stocks.</p><p><b>Finally, don't panic and stay calm.</b>For long-term investors, don't be intimidated by short-term declines, because the stock market as a whole will perform well in the long run. \"Although it is impossible to accurately judge the extent of geopolitical influence on the market, such events generally do not prevent stocks from moving higher in the medium term. Panic and lack of investment diversification are the biggest dangers. Investors should remain calm and keep a broad investment horizon,\" Heifel said.</p><p>UBS also recommends investors buy defensive stocks such as energy stocks, financial stocks, European stocks that outperform U.S. stocks and healthcare.</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>Are you the most hurt by the war between Russia and Ukraine? Five suggestions to keep your money bag</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\">\nAre you the most hurt by the war between Russia and Ukraine? Five suggestions to keep your money bag\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Barrons巴伦 </p>\n<p class=\"h-time smaller\">2022-02-25 19:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Although it is impossible to accurately judge the influence of geopolitics on the market, such events generally do not prevent the stock market from rising in the medium term. Panic and insufficient investment diversification are the biggest dangers. On February 24, local time, the United States and Europe announced new sanctions against Russia, but the sanctions did not include restrictions on Russian energy exports, nor did they include kicking Russia out of the SWIFT international payment system.</p><p>U.S. President Biden also stated that day that the United States will not go to war with Russia, nor will it deploy troops to Ukraine. NATO also said it has no plans or intentions to send troops to Ukraine. On February 25, local time, Ukrainian President Zelensky stated that the West had completely abandoned Ukraine.</p><p>As the latest sanctions from the United States and Europe did not involve energy and SWIFT, the two issues that investors are most concerned about, the trend of the U.S. stock market reversed yesterday after a plunge in early trading. The three major stock indexes all closed higher, with the Nasdaq closing sharply up 3.1%, the S&P 500 Index and The Dow rose 1.5% and 0.28% respectively.</p><p>Asia-Pacific stock markets also rebounded on February 25th (Friday). The three major A-share indexes all closed higher, with the Shanghai Composite Index up 0.63%, the Shenzhen Component Index up 1.21%, and the ChiNext Index up 2.58%. Hong Kong's Hang Seng Index opened higher and closed down 0.59%, and the Hang Seng Technology Index closed up 0.84% after rising more than 2.7% during the session. The Nikkei 225 index closed up 1.95%, while South Korea's KOSPI index closed up 1.07%. Russia's RTS index, which fell 38% on Thursday, rose 28% after opening today.</p><p>However, as of press time, U.S. stock futures fell again on Friday, indicating that the stock market may not be out of risk.<a href=\"https://laohu8.com/S/03329\">BOCOM International</a>Hong Hao, managing director, issued a document on the 25th, pointing out that the reversal of US stocks last night was more like a bear market rebound.</p><p><img src=\"https://static.tigerbbs.com/df9a72952d3dd3f5875085b122b9d770\" tg-width=\"594\" tg-height=\"84\" referrerpolicy=\"no-referrer\"/></p><p>\"Barron's Weekly\" pointed out that as rising oil prices exacerbate inflation and the Federal Reserve's interest rate meeting is held, the market will continue to fluctuate violently, and investors can respond from five aspects.</p><p><b>1. U.S. stocks breathed a sigh of relief, but more troubles lie behind?</b></p><p>The United States announced that new sanctions against Russia were not so strong, which was one of the reasons why U.S. stocks turned from falling to rising last night. On February 24, local time, U.S. President Biden announced after a video meeting with the leaders of the Group of Seven that the United States would freeze all Russian assets in the United States starting from February 24. He said: \"Sanctions will bring a heavy price to the Russian economy, both in the short and long term.\"</p><p>The latest sanctions include Sberbank, Russia's largest financial institution, and its 25 subsidiaries, as well as four other major banks and their subsidiaries, including VTB Bank, Russia's second-largest bank. The move aims to cut off Russia's access to dollars. According to the U.S. Treasury Department estimates, the sanctions involve nearly 80% of the assets of the Russian banking industry. In addition, the United States will freeze the assets of Russian elites and their families.</p><p>The U.S. will also restrict exports of U.S. military equipment and other sensitive technologies critical to Russia's defense. Biden said these sanctions would cut off more than half of Russia's high-tech imports and deal a blow to the modernization of Russia's military and aerospace industries. Biden emphasized that sanctions are jointly implemented by the United States and allies who \"account for more than half of the global economy.\" Multilateral sanctions will reduce foreign capital inflows into Russia by more than US $50 billion.</p><p>In addition, investors' renewed interest in technology stocks is another reason why the Nasdaq has led the rise in U.S. stocks.</p><p>In recent trading days, the U.S. stock market has continued to be under pressure due to the Russia-Ukraine crisis. Sanctions on Russian oil exports and further inflation are one of the most worried issues for investors. In addition, the Federal Reserve has begun to tighten policy. These two factors will put tremendous pressure on economic growth.</p><p>Among the Dow, cyclical stocks that are more sensitive to economic growth are under the greatest pressure, as illustrated by the smallest gain in the Dow yesterday. But there appears to be a renewed investor interest in tech stocks.</p><p>Keith Lerner, co-chief investment officer of Truist, said: \"Before, the risk faced by the stock market was mainly the overvaluation of stocks, but now the bigger risk becomes that the slowdown of economic growth will reduce the company's profit in the short term, which is particularly unfavorable for the Dow. Technology stocks have fallen a lot before because of killing valuations, including some high-quality companies, so when concerns about economic growth arise, technology stocks will rebound significantly.\"</p><p>However, Hong Hao, managing director of Bank of Communications International, pointed out that last night, S&P futures opened down more than 2% to a 6-month low, then reversed in a V-shape and closed up more than 1%. In the 40-year history of S&P futures, this situation has only happened three times, on July 24, 2002, September 16, 2008, and February 24, 2021 (last night). When this happened the first two times, the U.S. stock market was already in a bear market and the U.S. economy was in a deep recession. At that time in 2002, the U.S. stock market experienced two returns to the same depth in October 2002 and 2003, and the U.S. economy came out of recession before finally reversing. In 2008, when Lehman collapsed, U.S. stocks rebounded for a day, and then continued to fall by 50% before stopping falling until the first quantitative easing of the Federal Reserve was launched.</p><p>Hong Hao believes: \"Although the historic reversal of U.S. stocks last night happened once in decades, it was more like a bear market rebound. After all, before the rebound, the Nasdaq large stock index had plummeted by 20% and entered a bear market.\"</p><p><b>2. How high oil prices can soar depends on whether Russia and the United States dare to play the oil card</b></p><p>Biden still did not mention sanctions on Russian oil exports in his latest statement. He said he would release more oil reserves in the United States to prevent energy prices from soaring. Biden's economic adviser said on February 24 that in the long run, sanctions targeting the technology sector will disrupt Russia's ability to develop its energy industry. The goal of the sanctions is to reduce Russia's \"long-term\" energy capabilities, not just in the \"short term.\"</p><p>But Robert Yawger, head of energy futures at Mizuho Securities, pointed out that the United States and its allies have characterized Russia's invasion of Ukraine as an \"illegal action\" and that if they continue to buy Russian oil, it will soon become unjustifiable. If Russia continues to act aggressively, the United States and its allies will come across as \"weak\" in the face of energy issues. Yager said, \"You can't always say 'We won't buy Russian energy' after the 'Holocaust'\".</p><p>Barron's pointed out that,<b>Whether the United States and other countries will impose sanctions on Russian oil and gas in the future, and whether Russia will stop exports to other countries, remain two issues of uncertainty. These two factors will rise even further when oil prices have already soared.</b></p><p>Brent crude, the international benchmark, rose 7% to $103.66 a barrel on Thursday, topping $100 for the first time since 2014.</p><p>\"If Russia's invasion of Ukraine escalates further, forcing the United States and Europe to impose sanctions on its energy, oil prices will rise to $125,\" Jager said.</p><p>Other analysts have previously pointed out that in addition to the Russia-Ukraine crisis, factors such as OPEC's no intention to increase production and the slow pace of increasing production by other oil-producing countries may push oil prices to $150.</p><p>Consulting firm<a href=\"https://laohu8.com/S/600697\">Eurasia Group</a>(Eurasia Group) analysts pointed out: \"Before a large number of alternative supplies (such as the lifting of sanctions on Iran by the United States and Europe and the increase of shale oil production by the United States) appear, oil prices are likely to continue to rise, but it will take time. The longer it takes, the higher it will rise, reaching $150 per barrel.\"</p><p><b>3. The Federal Reserve will still conduct a rate hike, and the expected range will drop to 25 basis points</b></p><p>After the recent sharp rise in oil prices, natural gas prices in the United States have increased by a quarter since February 10, and natural gas prices in Europe have soared by 45%.</p><p>For months, the Federal Reserve has been struggling with how to fight inflation without hindering economic recovery. The market has also been speculating on the extent of rate hike actions the Federal Reserve will take at its March meeting. Now the Federal Reserve will have to consider the Russia-Ukraine crisis. Uncertainty caused by the pressure on economic growth.</p><p>Now, the possibility of a sharp 50 basis point rate hike by the Federal Reserve at the March meeting has been greatly reduced, but in the face of high inflation, the possibility of a 25 basis point rate hike is still very high.<a href=\"https://laohu8.com/S/CME\">Chicago Mercantile Exchange</a>(CME) data on Thursday showed that most traders expect the Federal Reserve to rate hike by 25 basis points next month, with a nearly 90% chance.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>(Goldman Sachs) pointed out that the Federal Reserve will not give up its 25 basis points rate hike in March because of the Russia-Ukraine crisis.</p><p>Many economists also pointed out that although the Russia-Ukraine crisis has brought uncertainty, the impact on U.S. economic growth is expected to be slight, especially when the U.S. trade volume with Russia and Ukraine is very small. The potential growth capacity of the U.S. economy, persistent inflationary pressures and full employment mean that the longer-term path of rate hike will remain largely unchanged for the rest of the year.</p><p>Ian Shepherdson, chief economist at Pantheon Macroeconomics, said on Thursday that surging oil prices may not pose a particularly serious threat to the recovery of the U.S. economy after the epidemic, and may not even inhibit economic growth. \"</p><p>The strong economic growth outlook means that inflation will remain a bigger threat than geopolitical conflict. \"The Federal Reserve is expected to continue tightening monetary policy throughout this year despite rising geopolitical tensions,\" said Bill Adams, chief economist at Comerica Bank.</p><p>Judging by the level of pricing in futures markets, traders now expect the Fed to make at least six rate hike this year, and it can avoid plunging the economy into recession.</p><p><b>4. Deal with the market that has lost its direction,<a href=\"https://laohu8.com/S/UBS\">UBS</a>There are five suggestions</b></p><p>Mark Haefele, chief investment officer of UBS Global Wealth Management, said in a research report on Thursday: \"Increased market volatility caused by the escalation of the Russia-Ukraine conflict shows that the market has not fully priced in the resulting risks, and it is expected that the market will continue to be volatile in the short term as countries adjust and announce their responses.\" Haefele and some other analysts and strategists have some advice for investors.</p><p><b>First, increase the degree of investment diversification.</b>Heifel pointed out that by diversifying across regions, sectors and asset classes, investors can reduce special exposure related to the Ukraine crisis, or other political exposure around the globe. For diversified portfolios, geopolitical price declines caused by events are usually short-lived.</p><p><b>Second, hedging through commodities.</b>Commodities can be an option to hedge your portfolio's geopolitical risks amid the risk of supply disruptions, and such assets can also deliver attractive returns in an environment of accelerating economic growth, persistent inflation and rising interest rates. Heifel said a \"long-term escalation\" of geopolitical tensions could push gold prices above $2,000. Gold is currently around $1,925.</p><p><b>Third, prepare for a rise in the dollar.</b>The U.S. dollar is a safe-haven currency that tends to rise during periods of heightened geopolitical uncertainty, Heifel noted.</p><p><b>Fourth, buy high-quality technology stocks.</b>Wedbush analyst Dan Ives believes that now is a good time to buy quality tech stocks. \"Tech stocks are currently oversold at their highest levels since 2014 and 2015, and since 2000 our strategy has been to buy in times of chaos that have been oversold in panic selling,\" Ives said Thursday. Sold quality tech stocks. \"</p><p>Some analysts believe that Russia may crack down on other vulnerabilities such as Ukraine's data centers, networks, sensitive data and infrastructure. The websites of Ukrainian government departments and their affiliated agencies began to be attacked by DDoS network last week, and the websites of many government departments were once unable to log in on the 23rd. On the other hand, the international hacker group \"Anonymous\" announced a \"cyber war\" against Russia on the 24th in response to Russia's military operations in Ukraine, and admitted to attacking the website of Russia Today TV. Wedbush's team of analysts noted that geopolitical conflicts have the potential to benefit cybersecurity stocks.</p><p><b>Finally, don't panic and stay calm.</b>For long-term investors, don't be intimidated by short-term declines, because the stock market as a whole will perform well in the long run. \"Although it is impossible to accurately judge the extent of geopolitical influence on the market, such events generally do not prevent stocks from moving higher in the medium term. Panic and lack of investment diversification are the biggest dangers. Investors should remain calm and keep a broad investment horizon,\" Heifel said.</p><p>UBS also recommends investors buy defensive stocks such as energy stocks, financial stocks, European stocks that outperform U.S. stocks and healthcare.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156241029","content_text":"虽然无法精准判断地缘政治对市场的影响程度，但这类事件一般不会妨碍股市在中期内走高，恐慌和投资多样化程度不够高才是最大的危险。当地时间2月24日，美欧宣布对俄罗斯实施新的制裁，不过制裁措施中没有包括俄罗斯能源出口的限制，也没有包括将俄罗斯踢出SWIFT国际支付系统。美国总统拜登当日还表示，美国不会与俄罗斯交战，也不会向乌克兰境内部署军队。北约也表示没有任何计划或意图向乌克兰派遣部队。当地时间2月25日，乌克兰总统泽连斯基表示，西方已经完全放弃了乌克兰。由于美欧最新制裁措施未涉及能源和SWIFT两个投资者最关心的问题，昨日美股市场在早盘暴跌后走势出现逆转，三大股指收盘均走高，纳指大幅收涨3.1%，标普500指数和道指分别涨1.5%和0.28%。2月25日（周五）亚太股市也出现反弹。A股三大指数均收盘走高，上证指数涨0.63%，深证成指涨1.21%，创业板指涨2.58%。香港恒指高开低走收跌0.59%，恒生科技指数在盘中涨超2.7%后收涨0.84%。日经225指数收盘上涨1.95%，韩国KOSPI指数收涨1.07%。周四跌了38%的俄罗斯RTS指数今日开盘后大涨28%。不过截至发稿，周五美股期货再次出现下跌，说明股市可能还没脱离风险。交银国际董事总经理洪灏25日发文指出，昨夜美股的反转更像是熊市反弹。《巴伦周刊》指出，油价上涨加剧通胀和美联储议息会议召开之际，市场还将继续剧烈波动，投资者可以从五个方面予以应对。1、美股缓了口气，但更多的麻烦在后面？美国宣布针对俄罗斯新的制裁措施力度没那么大是美股昨夜由跌转涨的原因之一。当地时间2月24日，美国总统拜登在与七国集团领导人举行视频会晤后宣布，美国将从2月24日开始冻结俄罗斯在美国的所有资产，他说：“制裁将给俄罗斯经济带来沉重代价，无论是在短期内还是长期内。”最新制裁对象包括俄罗斯最大的金融机构Sberbank及其25家子公司，以及包括俄罗斯第二大银行VTB Bank在内的其他四家主要银行及其子公司。此举旨在切断俄罗斯获得美元的渠道，据美国财政部估计，制裁涉及俄罗斯银行业近80%的资产。另外，美国还将冻结俄罗斯精英人士及其家属的资产。美国还将限制对俄罗斯国防至关重要的美国军事装备和其他敏感技术的出口。拜登说，这些制裁会切断俄罗斯一半以上的高科技进口，给俄罗斯军事和航空航天工业现代化带来打击。拜登强调，制裁是美国与“占全球经济总量一半以上”的盟友共同实施，多边制裁将导致流入俄罗斯的外资减少500亿美元以上。此外，投资者重新燃起对科技股的兴趣是纳指带动美股上涨的另一个原因。最近几个交易日，美股市场因俄乌危机持续承压，有关俄罗斯石油出口受到制裁进而导致通胀进一步加剧是投资者最担心的问题之一，再加上美联储已经开始收紧政策，这两个因素会给经济增长带来巨大压力。道指中对经济增长较为敏感的周期性股票压力最大，昨日道指涨幅最小就说明了这一点。但投资者似乎重新燃起了对科技股的兴趣。Truist联席首席投资官基思·勒纳(Keith Lerner)说：“之前股市面临的风险主要是股票估值过高，而现在更大的风险变成了经济增长放缓会在短期内降低公司盈利，这对道指尤为不利，而科技股之前因为杀估值已经跌了不少，其中包括一些高质量的公司，因此当对经济增长的担忧出现时，科技股就会显著回升。”不过交银国际董事总经理洪灏指出，昨夜标普期货开盘跌幅超过2%至6个月低点，然后V型反转，收盘涨幅超过1%，在标普期货四十年的历史中，这种情况只出现过三次，分别是2002 年 7 月 24 日、2008 年 9 月 16 日、2021年2月24日(昨夜)。前两次这种情况出现时，美股已经深陷熊市，美国经济处于深度衰退。2002年的那次，美股随后在02年10月和03年经历了两次回探到同样的深度、美国经济走出衰退后，才最终反转。而2008年那次正值雷曼倒闭，美股反弹了一天之后，再继续下跌了50%才止跌，直到美联储第一次量化宽松的推出。洪灏认为：“昨夜美股历史性反转虽然几十年一遇，但更像是熊市反弹。毕竟，反弹前纳指大型股指数已经暴跌了20%，进入熊市。”2、油价能飙到多高，要看俄美敢不敢打石油牌拜登在最新表态中仍没有提到对俄罗斯的石油出口进行制裁，他表示将释放美国更多的石油储备，以防能源价格飙升。拜登的经济顾问2月24日表示，长期来说，针对技术领域的制裁将扰乱俄罗斯发展能源工业的能力，制裁的目标是降低俄罗斯的“长期”能源能力，而不仅是“短期”内。但瑞穗证券(Mizuho Securities)能源期货主管罗伯特·雅格(Robert Yawger)指出，美国及其盟友已经将俄罗斯入侵乌克兰定性为“非法行动”，如果继续购买俄罗斯石油，很快会变得说不过去，如果俄罗斯继续表现得咄咄逼人，美国及其盟友将给人留下在能源问题面前“软弱无力”的印象。雅格说：“你总不能在‘大屠杀’发生后再说‘我们不会购买俄罗斯的能源’这样的话”。《巴伦周刊》指出，美国和其他国家未来是否会对俄罗斯的石油和天然气实施制裁，以及俄罗斯是否会停止对其他国家的出口仍是两大存在不确定性的问题。这两个因素会在油价已经飙升的情况下进一步上涨。国际基准布伦特原油周四上涨7%，至每桶103.66美元，为2014年以来首次突破100美元。雅格表示：“如果俄罗斯对乌克兰的入侵进一步升级，迫使美欧对其能源实施制裁的话，油价将涨到125美元。”其他分析人士之前还曾指出，除了俄乌危机这一因素，欧佩克无意增产、其他产油国增产速度缓慢这些因素有可能把油价推高到150美元。咨询公司欧亚集团(Eurasia Group)分析师指出：“在大量替代供应（比如美欧取消对伊朗的制裁和美国提高页岩油产量）出现之前，油价很可能会继续上涨，但这需要时间，时间越长油价就涨得越高，达到每桶150美元。”3、美联储仍会加息，预期幅度降至25基点近期油价大幅上涨后，美国的天然气价格自2月10日以来上涨了四分之一，欧洲天然气价格飙升了45%。几个月来美联储一直在为怎样在不妨碍经济复苏的前提下抗击通胀犯难，市场也一直在猜测美联储在3月份的会议上会采取什么幅度的加息行动，现在美联储将不得不考虑俄乌危机对经济增长的压力这一因素带来的不确定性。现在，美联储在3月份会议上大幅加息50个基点的可能性已经大大降低，但在高通胀面前，加息25个基点的可能性依然非常高。芝加哥商品交易所(CME)周四的数据显示，多数交易员预计美联储下个月将加息25个基点，可能性接近90%。高盛(Goldman Sachs)指出，美联储不会因为俄乌危机放弃在3月份加息25个基点。许多经济学家还指出，虽然俄乌危机带来了不确定性，但预计对美国经济增长的影响将是轻微的，尤其是在美国与俄乌贸易量很少的情况下。美国经济的潜在增长能力、持续的通胀压力和充分就业意味着今年剩余时间里较长期的加息路径基本不会变。Pantheon Macroeconomics首席经济学家伊恩·谢泼德森(Ian Shepherdson)周四称，油价飙升可能不会对疫情后美国经济的复苏构成特别严重的威胁，甚至可能并不会抑制经济增长。”强劲的经济增长前景意味着通胀仍将是更大的一个威胁，而不是地缘政治冲突。Comerica Bank首席经济学家比尔·亚当斯(Bill Adams)说：“尽管地缘政治紧张局势不断升温，但预计美联储今年全年将继续收紧货币政策。”从期货市场的定价水平来看，交易员现在预计美联储今年将至少加息6次，而且可以避免让经济陷入衰退。4、应对失去方向的市场，瑞银有五个建议瑞银全球财富管理公司(UBS Global Wealth Management)首席投资官马克·海菲尔(Mark Haefele)周四发布研报称：“俄乌冲突升级导致市场波动加剧表明，市场还没有完全消化由此带来的风险，在各国调整并宣布其回应之际，预计短期内市场将继续动荡。”海菲尔和其他一些分析师及策略师为投资者提出了一些建议。首先，提高投资多样化程度。海菲尔指出，通过跨地区、行业和资产类别进行多样化投资，投资者可以减少与乌克兰危机相关的特殊风险敞口，或全球各地其他政治风险敞口，对于多元化投资组合来说，地缘政治事件导致的价格下跌通常是短暂的。第二，通过大宗商品做对冲。在供应中断的风险下，大宗商品可以成为对冲投资组合地缘政治风险的一个选择，这类资产在在经济加速增长、通胀持续和利率上升的环境下也能带来有吸引力的回报。海菲尔称，地缘政治紧张局势“长期升级”可能推动金价突破2000美元。目前金价在1925美元左右。第三，为美元上涨做好准备。海菲尔指出，美元是一种避险货币，在地缘政治不确定性加剧时期往往会上涨。第四，买入优质科技股。Wedbush分析师丹·艾夫斯(Dan Ives)认为，现在是买入优质科技股的好时机。艾夫斯周四说：“目前科技股的超卖水平已达到2014年和2015年以来的最高水平，自2000年以来，我们的策略就一直是在混乱时期买入在恐慌性抛售中被超卖的优质科技股。”有分析认为，俄罗斯可能会打击乌克兰的数据中心、网络、敏感数据和基础设施等其他漏洞。乌克兰政府部门及其附属机构的网站上周开始遭到DDoS网络攻击，多个政府部门网站23日一度无法登录。另一方面，国际黑客团体“匿名者”24日针对俄罗斯在乌克兰的军事行动宣布对俄发起“网络战争”，并承认攻击了今日俄罗斯电视台网站。Wedbush的分析师团队指出，地缘政治冲突有可能令网络安全股受益。最后，不要恐慌，保持冷静。对于长期投资者来说，不要被短期下跌吓到，因为从长远来看股市整体上会有良好表现。海菲尔称：\"虽然无法精准判断地缘政治对市场的影响程度，但这类事件一般不会妨碍股市在中期内走高，恐慌和投资多样化程度不够高才是最大的危险，投资者应该保持冷静，保持广阔的投资视野。\"瑞银还建议投资者买入能源股、金融股、表现好于美股的欧洲股票和医疗保健等防御型股票。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094313121,"gmtCreate":1645059968217,"gmtModify":1676533992467,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094313121","isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096797505,"gmtCreate":1644457571718,"gmtModify":1676533929170,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096797505","repostId":"1130668023","repostType":2,"repost":{"id":"1130668023","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":1644451115,"share":"https://ttm.financial/m/news/1130668023?lang=en_US&edition=fundamental","pubTime":"2022-02-10 07:58","market":"hk","language":"zh","title":"Last night and this morning | Don't be afraid of CPI! U.S. stocks continue to explode","url":"https://stock-news.laohu8.com/highlight/detail?id=1130668023","media":"老虎资讯综合","summary":"摘要：①欧美股市集体收涨，纳指涨2.08%，中概股普涨；②黄金创两周来最高收盘价；③伦铝进一步逼近历史高位；④美通胀数据呼之欲出，或成美联储是否加息50个基点的线索。海外市场1、欧美股市集体收涨！科技","content":"<p><html><head></head><body>Abstract: ① European and American stock markets collectively closed higher, the Nasdaq rose 2.08%, and Chinese concept stocks generally rose; ② Gold hit its highest closing price in two weeks; ③ Lun Aluminum further approaches historical highs; ④ U.S. inflation data is about to come out, or it may be a clue to whether the Fed will rate hike by 50 basis points. Overseas Market</p><p>1. European and American stock markets collectively closed up! Technology stocks are strong, the Nasdaq rose more than 2%</p><p>The three major U.S. stock indexes collectively closed higher. The sell-off in U.S. bonds paused, and the 10-year U.S. bond yield, which approached 2% on Tuesday, paused from a more than two-year high, easing some pressure on technology stocks and making the market battered in recent weeks by concerns about tightening monetary policy. Breathe.</p><p>As of the close, the Dow closed up 0.86%, the Nasdaq rose 2.08%, and the S&P 500 rose 1.45%.</p><p>Most large technology stocks in the U.S. stock market rose, and Meta's stock price rose 5.4%, the largest one-day increase since April 29, 2021.<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>And Netflix rose more than 2%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent company Alphabet rose 1.6%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up 0.83%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Closed up nearly 1.1%, with only<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell slightly by 0.14%.</p><p>2. Popular Chinese concept stocks closed up on Wednesday, new energy vehicle stocks and education stocks rose sharply</p><p><a href=\"https://laohu8.com/S/DDL\">Dingdong Maicai</a>Rose nearly 22%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Rose more than 13%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up more than 6%,<a href=\"https://laohu8.com/S/SOHU\">Sohu</a>、<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Rose more than 4%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>, Ctrip rose nearly 4%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/BEST\">Best Group</a>Up more than 2%.</p><p>In the Education Unit,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Rose more than 12%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Rose more than 4%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Up nearly 3%; Among new energy vehicle stocks,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Rose more than 9%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose more than 5%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up nearly 4%.</p><p>3. European stocks collectively closed higher, and major stock indexes all rose by more than 1%.</p><p>Germany's DAX30 index rose 1.59%, France's CAC40 index rose 1.46%,<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 1.12%, Spain's IBEX35 index rose 1.96%, Italy's FTSE MIB index rose 2.66%, and Europe's Stoxx 50 index rose 1.82%.</p><p>4. Gold futures closed up 0.5% on Wednesday, hitting the highest closing price in two weeks</p><p>Gold posted gains for the fourth straight session as a fall in the dollar and U.S. Treasury Bond yields boosted the appeal of the safe-haven metal.</p><p>Adam Koos, president of Libertas Wealth Management Group, said the U.S. dollar clearly has long-term and short-term links to inflation, and its volatility can explain the volatility of metal prices. He pointed out that investors are waiting for the U.S. consumer price index (CPI) report to be released on Thursday.</p><p>Gold futures for April delivery on the New York Mercantile Exchange rose $8.70, or 0.5%, to close at $1,836.60 an ounce, the highest closing price since January 26.</p><p>5. U.S. WTI crude oil futures closed up 0.3% on Wednesday</p><p>Michael Hewson, chief market analyst at CMC Markets UK, said the resumption of indirect negotiations between the United States and Iran could \"lead to near-term weakness in crude oil prices\", but the two countries are \"still a long way from any agreement that may bring new crude oil supplies.\"</p><p>West Texas Intermediate crude oil (WTI) futures for March delivery on the New York Mercantile Exchange rose 30 cents, or 0.3%, to settle at $89.66 a barrel, reaching an intraday high of $90.58 a barrel. WTI crude oil futures closed down 2.2% on Tuesday.</p><p>6. Central bank policymakers try to dispel aggressive rate hike bets that multinational bonds are rising</p><p>The Italian 10-year Treasury Bond yield ended its seventh consecutive day of rising trend, and the German bond yield of the same maturity once fell by 5 basis points, which is poised to end the longest winning streak on record.</p><p>Francois Villeroy de Galhau, governor of the Bank of France, said investors may have overreacted as they believe there is a hawkish turn in the European Central Bank.</p><p>Huw Pill, chief economist of the Bank of England, called for reasonable monetary policy measures and expressed concern about taking unusually aggressive measures to tighten measures. Since then, the British 2-year Treasury Bond-the bond most sensitive to policy changes-has held on to its gains.</p><p>Yields fell 3 basis points to 1.30%, pulling back from a more than 10-year high hit on Tuesday.</p><p>7. Lun Aluminum further approaches historical highs and Lun Copper breaks through the US $10,000 mark</p><p>Industrial metals rose across the board. Lun aluminum maintained its continuous gains, further approaching the historical high set in 2008. However, the gains were slightly inferior to Lun copper, which rose nearly 3% and broke through the US $10,000 mark for the first time in four weeks.</p><p>Gold futures, supported by a fall in the U.S. dollar and U.S. bond yields, rose four consecutive days to a three-week high.</p><p>International macro</p><p>1. Federal Reserve Mester: Support rate hike at a faster speed than the last cycle</p><p>Cleveland Fed President Loretta Mester said it would be appropriate to expect a faster rate hike because inflation has risen significantly and the labor market is much tighter than in 2015.</p><p>\"Inflation remains facing upside risks,\" but the number and pace of the Fed's rate hike will \"depend on how the economic situation develops,\" Mester said in a prepared speech at a video seminar hosted by the European Economic and Financial Center. She reiterated her support for the March rate hike.</p><p>2. Federal Reserve Bostic: There may be more than three rate hike this year, but it depends on how the economy responds</p><p>Atlanta Fed President Raphael Bostic said on Wednesday that he expects three to four rate hike this year, but stressed that the Fed has not locked in specific plans.</p><p>Bostic's rate hike view is less aggressive than the market expects. \"On the rate hike side, I now expect three this year,\" he said. \"I'm kind of leaning towards four times, but also to see how the economy will react as we take the first policy steps in the first half of this year.\"</p><p>3. Heavy inflation data is about to come out or reveal clues about whether the Fed may rate hike by 50 basis points</p><p>One of the most important data released before the Federal Reserve's March meeting will be the January Consumer Price Index (CPI) released on Thursday. Federal Reserve Chairman Jerome Powell has already hinted that the March meeting will kick-start rate hike.</p><p>CPI is expected to rise 7.2% year-on-year in January, the largest increase since 1982. That could prompt the Fed to consider a 50 basis point rate hike for the first time since 2000, rather than the customary practice of adding 25 basis points.</p><p>4. U.S. lawmakers say they have reached a framework agreement on the 2022 spending bill</p><p>Key Republicans and Democrats in the U.S. Congress have taken an important step in the direction of providing year-round funding for the federal government.</p><p>They reached an agreement on a broad framework, so that it can add details in the coming weeks, and then pass a fiscal spending package that may reach $1.5 trillion.</p><p>5. Not only senior Fed officials, U.S. congressmen are expected to vote on the ban on stock buying and selling within this year</p><p>Do you still remember the new trading regulations of the Federal Reserve that banned the buying and selling of individual stocks and bonds for \"its own people\" after a series of \"stock speculation\" storms by senior Federal Reserve officials last year? Perhaps in the near future, stock trading by U.S. congressmen and relatives may also become a ban.</p><p>According to CNBC news on Wednesday, as House Speaker Pelosi's attitude changes and Senate Majority Leader Schumer expresses support for the ban, substantial progress is expected on the bill to ban U.S. lawmakers and relatives from trading in stocks.</p><p>6. Bank reserves may drop by up to $500 billion in the \"early\" stage of the Fed's quantitative tightening</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>It is pointed out that as the Fed begins quantitative tightening, liquidity withdrawal may first be reflected in allowing banks to reduce excess reserves, and reserves are expected to decline faster than the use of the Fed's overnight reverse repurchase tool.</p><p>Mark Cabana and Katie Craig wrote in their Feb. 9 report that the process has already begun and that bank reserves could be reduced by $250-500 billion in the early days of quantitative tightening.</p><p>7. U.S. used car prices hit a new high, but the tightest period of supply chain may be over</p><p>America's largest cars<a href=\"https://laohu8.com/S/300959\">Online and Offline</a>The Manheim Used Vehicle Value Index (Manheim Used Vehicle Value Index) owned by (O2O) trading platform Cox Automotive was basically flat as early as January this year compared with December last year, with a month-on-month increase of only 0.04%.</p><p>This index tracks the wholesale price at which U.S. auto dealers buy used cars for sale, as well as the types of used cars purchased by dealers and miles traveled. According to the analysis, the latest data sends a heavy signal that the price of used cars in the United States, which has surged in the past year, is leveling off.</p><p>8. The Bank of England's chief economist hints that the central bank will not sell British debt soon</p><p>Bank of England chief economist Huw Pill doused expectations that the central bank would soon start selling British Treasury Bond once interest rates hit 1%.</p><p>Speaking to the Society of Professional Economists on Wednesday, Pill said: \"The 1% rate is not a trigger point. It's just a consideration.\"</p><p>Company News</p><p>1、<a href=\"https://ttm.financial/NW/1104459137\" target=\"_blank\">ARM is most likely to go public on Nasdaq: Will deal a major blow to London</a></p><p>Analysts say this will have a negative impact on the British government and<a href=\"https://laohu8.com/S/LSE.UK\">London Stock Exchange</a>Deal a major blow.</p><p>Yesterday,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>(NVIDIA) and SoftBank Group jointly announced that the two parties have decided to terminate the previously reached acquisition of ARM. After the deal was cancelled, SoftBank plans to take ARM public by March 2023. SoftBank CEO Masayoshi Son said today that ARM may be listed on Nasdaq in the United States, not in the UK.</p><p>Masayoshi Son said: \"Regarding the ARM listing location, the United States is the market we are considering, most likely Nasdaq. But no matter where it is, the United States is the ARM listing location we are looking forward to.\"</p><p>2、<a href=\"https://ttm.financial/NW/2210552817\" target=\"_blank\">Third time this month! Tesla recalls another 26,681 vehicles</a></p><p>Tesla said it has not found any casualties or accidents related to this recall, but the NHTSA said that in some cases, Tesla vehicles may reduce the visibility of the windshield, which will increase the risk of vehicle collisions.</p><p>There aren't many options left for investors. First, investors should pay attention to the recall data, and rightfully so. In addition to this, investors should also get a better understanding of the overall quality of the vehicle. Good or bad quality is enough to change market share and stock price in the long run. Fortunately, tracking the quality of vehicles is not impossible.</p><p>3、<a href=\"https://ttm.financial/NW/2210155121\" target=\"_blank\">Samsung releases new Galaxy S22 series products, which will be launched globally on the 25th</a></p><p>The Galaxy S22 series still consists of three models, namely S22, S22 + and S22 Ultra. The S22 and S22 + use 6.1-inch and 6.6-inch straight screen designs respectively, while the S22 Ultra uses a 6.8-inch curved screen with 2K ultra-high resolution. The S22 Ultra is the first product in the S series to have a built-in stylus \"S Pen\", following the design of the Note series.</p><p>4、<a href=\"https://ttm.financial/NW/2210055927\" target=\"_blank\">Intel CEO: Tight chip supply is expected to continue throughout 2023</a></p><p>Intel (INTC.O) CEO Pat Gelsinger said the company expects chip supply to remain tight until at least the end of 2023, and the supply situation will not improve until 2025-2030, when wafer factory output of Intel and other manufacturers will increase, to meet growing demand and upgrading to technology.</p><p>5、<a href=\"https://ttm.financial/NW/2210639695\" target=\"_blank\">Centennial Disney's revenue rose 34% year-on-year, shares surged 8% after-hours</a></p><p>The financial report shows that, boosted by Disney's theme park and resort business, Disney's first-quarter revenue was $21.82 billion, higher than analysts' expectations of $20.91 billion. Its streaming service Disney + added nearly 12 million subscribers to 129.8 million, also ahead of analyst expectations of 125.75 million.</p><p>6、<a href=\"https://laohu8.com/NW/2210563013\" target=\"_blank\">Uber's Q4 financial report exceeded expectations, and its stock price rose more than 5% after hours</a></p><p>After the U.S. stock market closed on February 9 (Wednesday), Eastern Time,<a href=\"https://laohu8.com/S/UBER\">Uber</a>Announced fourth quarter and full year results for 2021. The financial report shows that Uber's Q4 revenue was US $5.778 billion, a year-on-year increase of 83% from US $3.165 billion in the same period last year, and the market expected US $5.357 billion; The net profit attributable to the company was US $892 million, compared with a loss of US $968 million in the same period last year, and the market expected a loss of US $682 million; Diluted earnings per share were US $0.44, compared with a loss of US $0.54 in the same period last year, and market expectations for a loss of US $0.36.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | Don't be afraid of CPI! U.S. stocks continue to explode</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | Don't be afraid of CPI! U.S. stocks continue to explode\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-02-10 07:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① European and American stock markets collectively closed higher, the Nasdaq rose 2.08%, and Chinese concept stocks generally rose; ② Gold hit its highest closing price in two weeks; ③ Lun Aluminum further approaches historical highs; ④ U.S. inflation data is about to come out, or it may be a clue to whether the Fed will rate hike by 50 basis points. Overseas Market</p><p>1. European and American stock markets collectively closed up! Technology stocks are strong, the Nasdaq rose more than 2%</p><p>The three major U.S. stock indexes collectively closed higher. The sell-off in U.S. bonds paused, and the 10-year U.S. bond yield, which approached 2% on Tuesday, paused from a more than two-year high, easing some pressure on technology stocks and making the market battered in recent weeks by concerns about tightening monetary policy. Breathe.</p><p>As of the close, the Dow closed up 0.86%, the Nasdaq rose 2.08%, and the S&P 500 rose 1.45%.</p><p>Most large technology stocks in the U.S. stock market rose, and Meta's stock price rose 5.4%, the largest one-day increase since April 29, 2021.<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>And Netflix rose more than 2%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent company Alphabet rose 1.6%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up 0.83%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Closed up nearly 1.1%, with only<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell slightly by 0.14%.</p><p>2. Popular Chinese concept stocks closed up on Wednesday, new energy vehicle stocks and education stocks rose sharply</p><p><a href=\"https://laohu8.com/S/DDL\">Dingdong Maicai</a>Rose nearly 22%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Rose more than 13%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up more than 6%,<a href=\"https://laohu8.com/S/SOHU\">Sohu</a>、<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Rose more than 4%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>, Ctrip rose nearly 4%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/BEST\">Best Group</a>Up more than 2%.</p><p>In the Education Unit,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Rose more than 12%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Rose more than 4%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Up nearly 3%; Among new energy vehicle stocks,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Rose more than 9%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose more than 5%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up nearly 4%.</p><p>3. European stocks collectively closed higher, and major stock indexes all rose by more than 1%.</p><p>Germany's DAX30 index rose 1.59%, France's CAC40 index rose 1.46%,<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 1.12%, Spain's IBEX35 index rose 1.96%, Italy's FTSE MIB index rose 2.66%, and Europe's Stoxx 50 index rose 1.82%.</p><p>4. Gold futures closed up 0.5% on Wednesday, hitting the highest closing price in two weeks</p><p>Gold posted gains for the fourth straight session as a fall in the dollar and U.S. Treasury Bond yields boosted the appeal of the safe-haven metal.</p><p>Adam Koos, president of Libertas Wealth Management Group, said the U.S. dollar clearly has long-term and short-term links to inflation, and its volatility can explain the volatility of metal prices. He pointed out that investors are waiting for the U.S. consumer price index (CPI) report to be released on Thursday.</p><p>Gold futures for April delivery on the New York Mercantile Exchange rose $8.70, or 0.5%, to close at $1,836.60 an ounce, the highest closing price since January 26.</p><p>5. U.S. WTI crude oil futures closed up 0.3% on Wednesday</p><p>Michael Hewson, chief market analyst at CMC Markets UK, said the resumption of indirect negotiations between the United States and Iran could \"lead to near-term weakness in crude oil prices\", but the two countries are \"still a long way from any agreement that may bring new crude oil supplies.\"</p><p>West Texas Intermediate crude oil (WTI) futures for March delivery on the New York Mercantile Exchange rose 30 cents, or 0.3%, to settle at $89.66 a barrel, reaching an intraday high of $90.58 a barrel. WTI crude oil futures closed down 2.2% on Tuesday.</p><p>6. Central bank policymakers try to dispel aggressive rate hike bets that multinational bonds are rising</p><p>The Italian 10-year Treasury Bond yield ended its seventh consecutive day of rising trend, and the German bond yield of the same maturity once fell by 5 basis points, which is poised to end the longest winning streak on record.</p><p>Francois Villeroy de Galhau, governor of the Bank of France, said investors may have overreacted as they believe there is a hawkish turn in the European Central Bank.</p><p>Huw Pill, chief economist of the Bank of England, called for reasonable monetary policy measures and expressed concern about taking unusually aggressive measures to tighten measures. Since then, the British 2-year Treasury Bond-the bond most sensitive to policy changes-has held on to its gains.</p><p>Yields fell 3 basis points to 1.30%, pulling back from a more than 10-year high hit on Tuesday.</p><p>7. Lun Aluminum further approaches historical highs and Lun Copper breaks through the US $10,000 mark</p><p>Industrial metals rose across the board. Lun aluminum maintained its continuous gains, further approaching the historical high set in 2008. However, the gains were slightly inferior to Lun copper, which rose nearly 3% and broke through the US $10,000 mark for the first time in four weeks.</p><p>Gold futures, supported by a fall in the U.S. dollar and U.S. bond yields, rose four consecutive days to a three-week high.</p><p>International macro</p><p>1. Federal Reserve Mester: Support rate hike at a faster speed than the last cycle</p><p>Cleveland Fed President Loretta Mester said it would be appropriate to expect a faster rate hike because inflation has risen significantly and the labor market is much tighter than in 2015.</p><p>\"Inflation remains facing upside risks,\" but the number and pace of the Fed's rate hike will \"depend on how the economic situation develops,\" Mester said in a prepared speech at a video seminar hosted by the European Economic and Financial Center. She reiterated her support for the March rate hike.</p><p>2. Federal Reserve Bostic: There may be more than three rate hike this year, but it depends on how the economy responds</p><p>Atlanta Fed President Raphael Bostic said on Wednesday that he expects three to four rate hike this year, but stressed that the Fed has not locked in specific plans.</p><p>Bostic's rate hike view is less aggressive than the market expects. \"On the rate hike side, I now expect three this year,\" he said. \"I'm kind of leaning towards four times, but also to see how the economy will react as we take the first policy steps in the first half of this year.\"</p><p>3. Heavy inflation data is about to come out or reveal clues about whether the Fed may rate hike by 50 basis points</p><p>One of the most important data released before the Federal Reserve's March meeting will be the January Consumer Price Index (CPI) released on Thursday. Federal Reserve Chairman Jerome Powell has already hinted that the March meeting will kick-start rate hike.</p><p>CPI is expected to rise 7.2% year-on-year in January, the largest increase since 1982. That could prompt the Fed to consider a 50 basis point rate hike for the first time since 2000, rather than the customary practice of adding 25 basis points.</p><p>4. U.S. lawmakers say they have reached a framework agreement on the 2022 spending bill</p><p>Key Republicans and Democrats in the U.S. Congress have taken an important step in the direction of providing year-round funding for the federal government.</p><p>They reached an agreement on a broad framework, so that it can add details in the coming weeks, and then pass a fiscal spending package that may reach $1.5 trillion.</p><p>5. Not only senior Fed officials, U.S. congressmen are expected to vote on the ban on stock buying and selling within this year</p><p>Do you still remember the new trading regulations of the Federal Reserve that banned the buying and selling of individual stocks and bonds for \"its own people\" after a series of \"stock speculation\" storms by senior Federal Reserve officials last year? Perhaps in the near future, stock trading by U.S. congressmen and relatives may also become a ban.</p><p>According to CNBC news on Wednesday, as House Speaker Pelosi's attitude changes and Senate Majority Leader Schumer expresses support for the ban, substantial progress is expected on the bill to ban U.S. lawmakers and relatives from trading in stocks.</p><p>6. Bank reserves may drop by up to $500 billion in the \"early\" stage of the Fed's quantitative tightening</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>It is pointed out that as the Fed begins quantitative tightening, liquidity withdrawal may first be reflected in allowing banks to reduce excess reserves, and reserves are expected to decline faster than the use of the Fed's overnight reverse repurchase tool.</p><p>Mark Cabana and Katie Craig wrote in their Feb. 9 report that the process has already begun and that bank reserves could be reduced by $250-500 billion in the early days of quantitative tightening.</p><p>7. U.S. used car prices hit a new high, but the tightest period of supply chain may be over</p><p>America's largest cars<a href=\"https://laohu8.com/S/300959\">Online and Offline</a>The Manheim Used Vehicle Value Index (Manheim Used Vehicle Value Index) owned by (O2O) trading platform Cox Automotive was basically flat as early as January this year compared with December last year, with a month-on-month increase of only 0.04%.</p><p>This index tracks the wholesale price at which U.S. auto dealers buy used cars for sale, as well as the types of used cars purchased by dealers and miles traveled. According to the analysis, the latest data sends a heavy signal that the price of used cars in the United States, which has surged in the past year, is leveling off.</p><p>8. The Bank of England's chief economist hints that the central bank will not sell British debt soon</p><p>Bank of England chief economist Huw Pill doused expectations that the central bank would soon start selling British Treasury Bond once interest rates hit 1%.</p><p>Speaking to the Society of Professional Economists on Wednesday, Pill said: \"The 1% rate is not a trigger point. It's just a consideration.\"</p><p>Company News</p><p>1、<a href=\"https://ttm.financial/NW/1104459137\" target=\"_blank\">ARM is most likely to go public on Nasdaq: Will deal a major blow to London</a></p><p>Analysts say this will have a negative impact on the British government and<a href=\"https://laohu8.com/S/LSE.UK\">London Stock Exchange</a>Deal a major blow.</p><p>Yesterday,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>(NVIDIA) and SoftBank Group jointly announced that the two parties have decided to terminate the previously reached acquisition of ARM. After the deal was cancelled, SoftBank plans to take ARM public by March 2023. SoftBank CEO Masayoshi Son said today that ARM may be listed on Nasdaq in the United States, not in the UK.</p><p>Masayoshi Son said: \"Regarding the ARM listing location, the United States is the market we are considering, most likely Nasdaq. But no matter where it is, the United States is the ARM listing location we are looking forward to.\"</p><p>2、<a href=\"https://ttm.financial/NW/2210552817\" target=\"_blank\">Third time this month! Tesla recalls another 26,681 vehicles</a></p><p>Tesla said it has not found any casualties or accidents related to this recall, but the NHTSA said that in some cases, Tesla vehicles may reduce the visibility of the windshield, which will increase the risk of vehicle collisions.</p><p>There aren't many options left for investors. First, investors should pay attention to the recall data, and rightfully so. In addition to this, investors should also get a better understanding of the overall quality of the vehicle. Good or bad quality is enough to change market share and stock price in the long run. Fortunately, tracking the quality of vehicles is not impossible.</p><p>3、<a href=\"https://ttm.financial/NW/2210155121\" target=\"_blank\">Samsung releases new Galaxy S22 series products, which will be launched globally on the 25th</a></p><p>The Galaxy S22 series still consists of three models, namely S22, S22 + and S22 Ultra. The S22 and S22 + use 6.1-inch and 6.6-inch straight screen designs respectively, while the S22 Ultra uses a 6.8-inch curved screen with 2K ultra-high resolution. The S22 Ultra is the first product in the S series to have a built-in stylus \"S Pen\", following the design of the Note series.</p><p>4、<a href=\"https://ttm.financial/NW/2210055927\" target=\"_blank\">Intel CEO: Tight chip supply is expected to continue throughout 2023</a></p><p>Intel (INTC.O) CEO Pat Gelsinger said the company expects chip supply to remain tight until at least the end of 2023, and the supply situation will not improve until 2025-2030, when wafer factory output of Intel and other manufacturers will increase, to meet growing demand and upgrading to technology.</p><p>5、<a href=\"https://ttm.financial/NW/2210639695\" target=\"_blank\">Centennial Disney's revenue rose 34% year-on-year, shares surged 8% after-hours</a></p><p>The financial report shows that, boosted by Disney's theme park and resort business, Disney's first-quarter revenue was $21.82 billion, higher than analysts' expectations of $20.91 billion. Its streaming service Disney + added nearly 12 million subscribers to 129.8 million, also ahead of analyst expectations of 125.75 million.</p><p>6、<a href=\"https://laohu8.com/NW/2210563013\" target=\"_blank\">Uber's Q4 financial report exceeded expectations, and its stock price rose more than 5% after hours</a></p><p>After the U.S. stock market closed on February 9 (Wednesday), Eastern Time,<a href=\"https://laohu8.com/S/UBER\">Uber</a>Announced fourth quarter and full year results for 2021. The financial report shows that Uber's Q4 revenue was US $5.778 billion, a year-on-year increase of 83% from US $3.165 billion in the same period last year, and the market expected US $5.357 billion; The net profit attributable to the company was US $892 million, compared with a loss of US $968 million in the same period last year, and the market expected a loss of US $682 million; Diluted earnings per share were US $0.44, compared with a loss of US $0.54 in the same period last year, and market expectations for a loss of US $0.36.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130668023","content_text":"摘要：①欧美股市集体收涨，纳指涨2.08%，中概股普涨；②黄金创两周来最高收盘价；③伦铝进一步逼近历史高位；④美通胀数据呼之欲出，或成美联储是否加息50个基点的线索。海外市场1、欧美股市集体收涨！科技股强势纳指涨超2%美股三大指数集体收涨。美债抛售潮暂歇，周二逼近2%的10年期美债收益率暂别两年多来高位，这缓解了科技股的部分压力，令近几周因担心货币政策收紧而遭受重创的市场得以喘息。截至收盘，道指收涨0.86%，纳指涨2.08%，标普500指数涨1.45%。美股大型科技股多数上涨，Meta的股价上涨5.4%，创下2021年4月29日以来最大单日涨幅，微软和奈飞涨超2%，谷歌母公司Alphabet上涨了1.6%，苹果上涨0.83%，特斯拉收涨近1.1%，只有亚马逊微跌0.14%。2、热门中概股周三收盘普涨 新能源汽车股、教育股大涨叮咚买菜涨近22%，爱奇艺涨超13%，哔哩哔哩涨超6%，搜狐、网易涨超4%，京东、携程涨近4%，百度、百世集团涨超2%。教育股中，高途涨超12%，新东方涨超4%，好未来涨近3%；新能源汽车股中，小鹏汽车涨超9%，蔚来汽车涨超5%，理想汽车涨近4%。3、欧股集体收涨 主要股指均涨超1%德国DAX30指数涨1.59%，法国CAC40指数涨1.46%，英国富时100指数涨1.12%，西班牙IBEX35指数涨1.96%，意大利富时MIB指数涨2.66%，欧洲斯托克50指数涨1.82%。4、周三黄金期货收高0.5% 创两周来最高收盘价随着美元和美国国债收益率回落提振了避险金属的吸引力，金价连续第四个交易日录得涨幅。Libertas财富管理集团总裁Adam Koos表示，美元显然与通胀有长期和短期的联系，其波动可以解释金属价格的波动。他指出投资者正在等待周四将公布的美国消费者物价指数（CPI）报告。纽约商品交易所4月交割的黄金期货价格上涨8.70美元，涨幅0.5%，收于每盎司1836.60美元，创1月26日以来的最高收盘价。5、美国WTI原油期货周三收高0.3%CMC Markets UK首席市场分析师Michael Hewson表示，美国和伊朗恢复间接谈判可能“导致近期原油价格疲软”，但两国“距离任何可能带来新的原油供应的协议还有很长的路要走。”纽约商品交易所3月交割的西德克萨斯中质原油（WTI）期货价格上涨30美分，涨幅0.3%，收于每桶89.66美元，盘中最高达到每桶90.58美元。周二WTI原油期货收跌2.2%。6、央行决策者试图打消激进的加息押注 多国债券纷纷上扬意大利10年期国债收益率结束了连续第七天走高的态势，同期限德债收益率一度下跌5个基点，势将结束有记录以来最长连涨。法国央行行长Francois Villeroy de Galhau表示，投资者们认为欧洲央行出现鹰派转向，他们可能反应过度了。英国央行首席经济学家Huw Pill呼吁货币政策措施要有理有度，对于采取异常激进的举措来收紧措施表达了担忧，此后英国2年期国债--对于政策变化最为敏感的债券--守住了涨势。收益率下跌3个基点，至1.30%，从周二触及的逾10年高点回落。7、伦铝进一步逼近历史高位 伦铜突破1万美元关口工业金属全线上涨，伦铝保持连日涨势，进一步逼近2008年所创的历史高位，但涨势稍逊伦铜，伦铜涨近3%、四周来首度突破1万美元关口。得到美元和美债收益率回落支持的黄金期货连涨四日，创三周新高。国际宏观1、美联储Mester：支持用比上次周期更快的速度加息克利夫兰联储行长Loretta Mester表示，预计以更快的速度加息将是合适之举，因为跟2015年相比，通胀率显著上升而且劳动力市场偏紧得多。“通胀仍面临上行风险，”但美联储的加息次数和速度将“取决于经济形势发展，”Mester在欧洲经济金融中心主办的视频研讨会上发表事先准备好的演讲称。她重申支持3月加息。2、美联储Bostic：今年可能加息三次以上 但要看经济如何反应美国亚特兰大联储主席Raphael Bostic周三表示，他预计今年将加息三到四次，但强调美联储并未锁定具体计划。Bostic的加息观点不如市场预期的激进。“在加息方面，我现在预计今年有三次，”他说。“我有点倾向于四次，但在我们在今年上半年迈出政策第一步时，还要看看经济会如何反应。”3、重磅通胀数据呼之欲出 或透露美联储是否可能加息50个基点的线索在美联储3月会议前出炉的最重要的数据之一，将是周四发布的1月消费者价格指数（CPI）。美联储主席杰罗姆·鲍威尔已经暗示3月会议将启动加息。1月CPI预计同比上涨7.2%，将是1982年以来最大涨幅。这可能会促使美联储考虑自2000年以来首次加息50个基点，而不是加25个基点的惯例做法。4、美国国会议员称就2022年支出法案达成了框架协议美国国会关键的共和党人和民主党人朝着为联邦政府提供全年资金的方向迈出了重要一步。他们就一个广泛的框架达成协议，从而使其可以在未来几周补充细节，进而通过规模可能达到1.5万亿美元的一揽子财政支出计划。5、不仅仅是美联储高官，美国国会议员买卖股票禁令有望在年内表决还记得去年一连串美联储高官“炒股”风波后美联储针对“自己人”禁止买卖个股和债券的交易新规么？可能在不久的将来，美国国会议员及亲属炒股或将同样成为禁令。据CNBC周三消息称，随着众议院议长佩洛西的态度转变以及参议院多数派领袖舒默对禁令表达支持后，有关禁止美国议员及亲属炒股的议案有望出现实质性进展。6、美联储量化紧缩“早期”阶段银行准备金最高或下降5000亿美元美国银行指出，随着美联储开始量化紧缩，流动性回笼可能首先体现在允许银行减少超额准备金，准备金下降的速度料快于美联储隔夜逆回购工具使用量降速。Mark Cabana和Katie Craig在2月9日的报告中写道，这个过程已经开始，在量化紧缩的早期，银行准备金可能会减少2500-5000亿美元。7、美国二手车价格再创新高，但供应链最紧张时期可能已经过去美国最大汽车线上线下（O2O）交易平台Cox Automotive旗下的曼海姆二手车价值指数（Manheim Used Vehicle Value Index）早今年1月较去年12月基本持平，环比仅上涨0.04%。这一指数追踪美国汽车经销商购买待售二手车的批发价格，以及经销商购买的二手车类型和行驶里程。分析称，最新数据发出了一个重磅信号，即过去一年激增的美国二手车价格正趋于平稳。8、英国央行首席经济学家暗示央行不会很快抛售英债英国央行首席经济学家Huw Pill浇灭了市场对一旦利率达到1%，央行将很快开始抛售英国国债的预期。Pill在周三对Society of Professional Economists发表讲话称：“1%的利率不是触发点。只是一个考虑的因素。”公司新闻1、ARM最可能在纳斯达克上市：将对伦敦造成重大打击分析人士称，这将对英国政府和伦敦证券交易所造成重大打击。昨日，英伟达（NVIDIA）和软银集团联合宣布，双方已决定终止之前达成的收购ARM交易。交易被取消后，软银计划在2023年3月之前让ARM上市。而软银CEO孙正义今日表示，ARM可能在美国纳斯达克上市，而非英国本土。孙正义说：“关于ARM上市地点，美国是我们正在考虑的市场，最有可能的是纳斯达克。但无论在哪里，美国都是我们期待的ARM上市地。”2、本月内第三次！特斯拉又召回了26681辆汽车特斯拉表示，目前还没有发现与此次召回有关的任何伤亡或事故，但NHTSA表示，在某些情况下，特斯拉汽车可能会降低挡风玻璃的可见度，将会增加车辆发生碰撞的风险。留给投资者的选择并不多。首先，投资者应该关注召回数据，这是理所当然的。除此之外，投资者还应该更好地了解车辆的整体质量。从长远来看，质量好坏足以改变市场份额和股价。所幸对车辆质量的追踪并不是无计可施。3、三星发布Galaxy S22系列新品，25日将在全球上市Galaxy S22系列依旧是三款机型，分别是S22、S22+及S22 Ultra。S22和S22+分别采用6.1英寸和6.6英寸直屏设计，S22 Ultra采用6.8英寸曲面屏，采用2K超高分辨率。S22 Ultra是S系列首款内置手写笔“S Pen”的产品，沿袭Note系列设计。4、英特尔CEO：预计芯片供应紧张情况会持续2023年全年英特尔（INTC.O）首席执行官Pat Gelsinger表示，公司预计芯片供应至少到2023年末都将保持紧张，2025-2030年供应形势才会有所好转，届时英特尔和其他制造商的晶圆工厂产量将增加，满足不断增长的需求和向技术的更新换代。5、百年迪士尼营收同比增长34%，盘后股价飙升8%财报显示，受到迪斯尼主题公园和度假区业务的提振，迪士尼第一财季营收为218.2亿美元，高于分析师预期的209.1亿美元。其流媒体服务Disney+订阅用户数新增近1200万用户至1.298亿，同样高于分析师预期1.2575亿。6、优步Q4财报超预期，盘后股价涨逾5%美东时间2月9日（周三）美股盘后，优步公布2021年第四季度及全年业绩。财报显示，优步Q4营收57.78亿美元，较上年同期31.65亿美元同比增长83%，市场预期53.57亿美元；归属于公司净利润8.92亿美元，上年同期亏损9.68亿美元，市场预期亏损6.82亿美元；摊薄每股收益为0.44美元，上年同期亏损为0.54美元，市场预期亏损0.36美元。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096614647,"gmtCreate":1644372549599,"gmtModify":1676533918500,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096614647","repostId":"1187099489","repostType":4,"repost":{"id":"1187099489","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":1644364427,"share":"https://ttm.financial/m/news/1187099489?lang=en_US&edition=fundamental","pubTime":"2022-02-09 07:53","market":"sh","language":"zh","title":"Last night and this morning | U.S. stock bulls exploded! Zhonggai rebounded strongly","url":"https://stock-news.laohu8.com/highlight/detail?id=1187099489","media":"老虎资讯综合","summary":"摘要：①美股全线收高，纳指涨1.28%，中概股普涨；②伦铝飙升至2008年以来最高水平，高盛已将目标价上调至4000美元；③美油收跌2.2%，创近一周来最低收盘价；④美国上调2023年原油产量预测，料","content":"<p><html><head></head><body>Summary: ① U.S. stocks closed higher across the board, the Nasdaq rose 1.28%, and Chinese concept stocks generally rose; ② Lun aluminum soared to its highest level since 2008,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Has raised price target to $4,000; ③ U.S. oil closed down 2.2%, the lowest closing price in nearly a week; ④ The United States raised its crude oil production forecast for 2023, which is expected to hit a record high. Overseas Market</p><p>1. US stocks closed higher across the board on Tuesday! Nasdaq rose more than 1%</p><p>The three major U.S. stock indexes collectively closed higher, as investors digested the impact of another batch of corporate earnings reports and awaited the release of key inflation data later this week.</p><p>The Dow closed up 1.06%, the Nasdaq closed up 1.28%, and the S&P 500 closed up 0.84%.</p><p>Most large technology stocks rose,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Up 0.14%,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Up 0.36%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Up 1.2%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up 1.85%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up 2.2%; Meta closed down 2.1%, falling for four consecutive days, and falling more than 31% in four days.</p><p>Non-ferrous metals and steel sectors led the gains sharply,<a href=\"https://laohu8.com/S/CENX\">Century Aluminum</a>Up nearly 12%,<a href=\"https://laohu8.com/S/AA\">Alcoa</a>Up 9.7%,<a href=\"https://laohu8.com/S/X\">United States Steel</a>Up 4.5%.</p><p>2. Popular Chinese concept stocks closed generally higher on Tuesday<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up nearly 13%<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up more than 7%</p><p>Popular Chinese concept stocks closed generally higher on Tuesday, with e-commerce stocks, new energy vehicle stocks, and some education stocks rising, with Pinduoduo and Bilibili leading the gains.</p><p>Pinduoduo rose nearly 13%, Bilibili rose more than 7%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/UXIN\">Youxin</a>、<a href=\"https://laohu8.com/S/DDL\">Dingdong Maicai</a>Rose nearly 7%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/TOUR\">Tuniu</a>、<a href=\"https://laohu8.com/S/ATHM\">Car Home</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>, up more than 3%.</p><p>Among new energy vehicle stocks,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose nearly 3%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up more than 1%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up nearly 1%.</p><p>3. Major European stock indexes were mixed, with the German DAX30 index rising 0.26%</p><p>Germany's DAX30 index closed up 0.26% on Tuesday,<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.11%, the French CAC40 index rose 0.27%, and the European Stoxx 50 index rose 0.23%.</p><p>4. Gold futures closed up 0.3% on Wednesday, hitting the highest closing price in three weeks</p><p>Adrian Ash, head of research at BullionVault, said: \"The only truly convinced deal right now seems to be a bet on the Fed's faster rate hike.\"</p><p>Gold futures for April delivery on the New York Mercantile Exchange rose $6.10, or 0.3%, to close at $1,827.90 an ounce, the highest closing price since January 26. Gold futures rose 0.8% on Monday, their biggest one-day percentage gain since Jan. 19.</p><p>5. U.S. oil closed down 2.2% on Tuesday, hitting its lowest closing price in nearly a week</p><p>West Texas Intermediate crude oil (WTI) for March delivery fell $1.96, or 2.2%, to settle at $89.36 a barrel on the New York Mercantile Exchange, its lowest close since February 2.</p><p>Talks on Iran's nuclear talks aimed at reviving the 2015 nuclear deal resumed in Vienna on Tuesday. As an indirect participant in the negotiations, the United States withdrew from the deal in 2018 under President Trump, extending sanctions against Iran and preventing it from exporting crude oil on a large scale. Iran responded by increasing the amount of uranium it enriched, which violated the agreement and purity.</p><p>6. Lun Aluminum soared to its highest level since 2008, Goldman Sachs has raised its price target to $4,000</p><p>Aluminum prices hit their highest level since 2008 on Tuesday, driven by investor concerns about tight supplies and falling inventories. London Metal Exchange (LME) benchmark aluminum rose 3.3% during intraday trading, hitting $3,236 per ton.</p><p>\"In the run-up to the Beijing Olympics, aluminum production has been significantly reduced to improve air quality,\" said WisdomTree analyst Nitesh Shah, predicting that rising demand will push up prices in the long term.</p><p>Goldman Sachs analysts said in a report: \"The aluminum market is facing a melting trend this year due to the simultaneous shortage of aluminum inventories in China and outside China.\"</p><p>International macro</p><p>1. The U.S. raised prices and wages in January, the proportion of small businesses reached a record high, and inflation remains a top concern</p><p>Data released by the National Federation of Independent Business (NFIB) on Tuesday showed that a net 61% of business owners said they raised their average selling price in January, the highest since the data began to be compiled in 1986. Inflation remains the biggest concern for small businesses, with the highest proportion of respondents mentioning it since 1981.</p><p>\"More small business owners are starting to raise prices in the new year to pass on rising inventory, supply and labor costs,\" NFIB chief economist Bill Dunkelberg said in a statement. \"In order to attract qualified employees to fill vacancies, the proportion of business owners who have raised their salaries has also reached an unprecedented level.\"</p><p>2. The United States raises its crude oil production forecast for 2023 and is expected to hit a record high</p><p>The Energy Information Administration (EIA) said in its monthly short-term energy outlook that the average daily supply of oil in 2023 will reach 12.6 million barrels, higher than the previous estimate of 12.41 million barrels. The current record high is 12.3 million barrels per day hit in 2019. The estimate for this year was revised up to 11.97 million barrels from 11.8 million barrels.</p><p>The increase in U.S. supply is what U.S. President Joe Biden is happy to see. He frequently asks suppliers to increase production to help stabilize oil prices and curb inflation. After oil prices surged to their highest level since 2014, two of the largest U.S. oil companies announced they would increase production in the Permian Basin by double digits.</p><p>3. The EU announced the \"Chip Act\": investing US $49 billion to promote chip manufacturing</p><p>This is a multi-year, large-scale investment plan aimed at making Europe the frontrunner in the global chip manufacturing industry.</p><p>European Commission President Ursula Von Der von der Leyen said that the EU is currently too dependent on overseas suppliers and has not yet manufactured the most advanced chips. And chips are at the heart of the global technology race and certainly the cornerstone of our modern economy.</p><p>4. WHO report: Medical services in more than 90% of the countries and regions surveyed are disrupted by the epidemic</p><p>According to the WHO, according to the survey conducted from November to December last year, COVID-19 pandemic has had a serious impact on basic medical services in many countries, and the situation at the end of 2021 has \"hardly improved\" compared with the beginning of 2021.</p><p>5. The Russian government has approved the legislative concept of digital currency circulation supervision</p><p>Relevant Russian government departments will strictly supervise the market circulation of encrypted digital currencies in the country and will further protect the rights of ordinary investors. The Russian Ministry of Finance and the Central Bank will formulate relevant bills before February 18th. This means that Russia will not completely ban the use, exchange and circulation of digital currencies in the country.</p><p>6. Bringing documents back to Mar-a-Lago during his administration, Trump is suspected of breaking the law</p><p>According to the report, Trump has the habit of tearing up documents, which will face the risk of violating the Presidential Records Act. As required by law, the President of the United States is required to keep memos, letters, notes, e-mails, faxes, and other written communications relating to the official duties of the President. The National Archives and Records Administration of the United States confirmed that some documents had been torn up, and White House document managers \"taped\" some documents.</p><p>7. The Iranian nuclear negotiations restarted, saying that \"the agreement is in sight\"</p><p>A spokesman for the US State Department said on the 7th that an agreement to solve the core concerns of all parties to the Iranian nuclear negotiations is \"in sight\".</p><p>However, if the agreement cannot be finalized in the next few weeks and Iran continues to advance its nuclear activities, it is impossible for the United States to resume the implementation of the comprehensive agreement on the Iranian nuclear issue.</p><p>8. The European Central Bank organizes climate stress tests, and the banking industry is worried about taking the opportunity to raise capital requirements</p><p>The ECB made clear in public statements that the tests give banks and regulators an opportunity to understand the impact of extreme weather and stricter climate regulations on the banking sector.</p><p>The European Central Bank will not publish the test results of various banks, and said it will be cautious in making any capital conclusions. But it also makes it clear that climate change will eventually be treated on the same level as other risks.</p><p>Joseph Dickerson, an analyst at Jefferies Financial Group Inc., said regulators won't waste time on this without planning to come up with some way to calibrate bank capital at some point in the future.</p><p>9. Under pressure, British Prime Minister Johnson announced the reshuffle of the government cabinet</p><p>Under the influence of a series of events such as the previous \"Party Gate\", British Prime Minister Boris Johnson faced greater pressure from inside and outside the party and had to reshuffle the government cabinet to respond to the demands of the people and inside and outside the party.</p><p>It is understood that so far, a number of members of the party have sent letters to the Committee of Ordinary Members of Conservative Party asking for a vote of no confidence against Johnson. If such letters reach a certain number, a vote of no confidence against Conservative leader Johnson will have to be held.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2210389755\" target=\"_blank\">Meta's market value fell below $600 billion, falling to eighth place in the United States, overtaken by Nvidia</a></p><p>Meta shares fell 2.1% Tuesday to close at $220.18. The stock has fallen 35% so far this year and is now at its lowest level since July 2020.</p><p>Not long ago, Meta joined Apple, Microsoft, Amazon, and Alphabet in the top five U.S. companies by market capitalization. However, Meta has now dropped to eighth place, below<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway and Nvidia.</p><p>2、<a href=\"https://laohu8.com/NW/2210582927\" target=\"_blank\">Apple Announces Tap to Pay Feature: Allowing Merchants to Accept Payments Through iPhone</a></p><p>Apple announced today that it will launch the \"Tap to Pay\" feature on the iPhone, allowing millions of merchants across the United States to use their iPhone to seamlessly and securely accept Apple Pay, contactless credit and debit cards, and other digital wallet payments without the need for additional hardware or payment terminals.</p><p>3、<a href=\"https://laohu8.com/NW/2210584043\" target=\"_blank\">Johnson & Johnson has suspended production of COVID-19 vaccine, reports say</a></p><p>Citing people familiar with the matter, Johnson & Johnson quietly closed the only factory that produced usable batches of COVID-19 vaccine late last year, the media reported.</p><p>According to the report, the production halt is temporary, and the factory in Leiden, the Netherlands, is expected to start producing vaccines again in a few months. It is unclear whether the suspension has an impact on vaccine supplies due to the increase in inventories.</p><p>4、<a href=\"https://laohu8.com/NW/2210538571\" target=\"_blank\">\"Metaverse Company\" Meta clarifies: The company has absolutely no threat to leave the European market</a></p><p>Yesterday, foreign media reported that Meta stated in its annual report submitted to the U.S. Securities and Exchange Commission that European data laws prevent the company from managing the data of European users on U.S. servers. If the new framework is not adopted and the company is no longer allowed. Using the current protocol will shut down its services in Europe. This behavior was interpreted as a \"threat\" to leave the European market.</p><p>5、<a href=\"https://laohu8.com/NW/2209585241\" target=\"_blank\">SoftBank plans to take Arm public after Nvidia abandons takeover</a></p><p>SoftBank Group said it plans to have Arm go on an initial public offering (IPO) after Nvidia dropped its proposal to buy chip designer Arm in the face of backlash from regulators and customers.</p><p>The Japanese company said it aims to conduct an IPO in the U.S. in its fiscal year ending in March 2023. In addition, after Simon Segars steps down, Arm President Rene Haas will replace him as CEO.</p><p>6、<a href=\"https://laohu8.com/NW/2210584669\" target=\"_blank\">Pfizer's revenue forecast for COVID-19 vaccine and oral drugs this year falls short of Street expectations</a></p><p>Pfizer's forecast for 2022 sales and profits fell short of Street estimates, and the company's COVID-19 vaccine and expected revenue from recently approved oral drugs disappointed investors.</p><p>The New York-based drugmaker expects 2022 adjusted earnings of $6.35 to $6.55 per share, compared with analysts' estimates of $6.65, according to a statement Tuesday. Pfizer said it will reach $102 billion in revenue, compared with analysts' average estimate of $106 billion.</p><p>7、<a href=\"https://laohu8.com/NW/2210582483\" target=\"_blank\">After the official announcement of firing the CEO and layoffs of 2,800 people, Peloton's stock price took off</a></p><p>Peloton, a fitness equipment and media company, announced Tuesday that it will change its chief executive officer (CEO) and lay off about 2,800 jobs in an effort to revive sluggish performance and win back investor confidence. In the U.S. stock market, Paleton's share price soared by more than 30%.</p><p>8、<a href=\"https://laohu8.com/NW/2210533540\" target=\"_blank\">Lyft's Q4 revenue increased by 70% year-on-year, net loss narrowed year-on-year</a></p><p>The financial report shows that Lyft's Q4 revenue was US $970 million, compared with US $570 million in the same period last year, a year-on-year increase of 70%; The net loss was US $259 million, compared with a net loss of US $458 million in the same period last year; The net loss margin was 26.7%, compared with 80.4% in the same period last year. Adjusted net profit was US $32.1 million, compared with a net loss of US $185 million in the same period last year. Adjusted EBITDA was US $74.7 million, compared with a loss of US $150 million in the same period last year; Adjusted EBITDA margin was 7.7%, compared with a loss margin of 26.3% in the same period last year. In the fourth quarter, the number of active passengers increased by 49.2% year-on-year to 18.728 million, compared with 12.552 million in the same period last year. Revenue from active passengers increased by 14.1% year-on-year to US $51.79, compared with US $45.40 in the same period last year. As of December 31, 2021, Lyft had $2.3 billion in unrestricted cash, cash equivalents and short-term investments.</p><p>9、<a href=\"https://laohu8.com/NW/2210404533\" target=\"_blank\">Peloton Q2 revenue increased by 6% year-on-year, with a net loss of US $439 million</a></p><p>After the U.S. stock market closed on February 8 (Tuesday) Eastern Time, Peloton's revenue in the second quarter of fiscal year 2022 was US $1.134 billion, a year-on-year increase of 6%; net loss was US $439 million, compared with a net profit of US $63.6 million in the same period last year; Diluted loss per share was US $1.39, compared with US $0.18 in the same period last year. Gross profit was US $280 million, compared with US $425 million in the same period last year; Gross profit margin was 24.7%. Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) was-$267 million, compared with $117 million in the same period last year.</p><p>10、<a href=\"https://laohu8.com/NW/2210336625\" target=\"_blank\">Cybersecurity company Mandiant Inc. soared nearly 18%, and Microsoft is rumored to plan to acquire it</a></p><p>According to people familiar with the matter,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>In the process of acquiring cybersecurity research and incident response firm<a href=\"https://laohu8.com/S/MNDT\">Mandiant</a>Inc. (MNDT.US) in negotiations, the deal will strengthen Microsoft's efforts to protect customers from hackers and intrusions. As of the close of U.S. stocks on Tuesday, Mandiant rose 17.86% to $17.75.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | U.S. stock bulls exploded! Zhonggai rebounded strongly</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | U.S. stock bulls exploded! Zhonggai rebounded strongly\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-02-09 07:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: ① U.S. stocks closed higher across the board, the Nasdaq rose 1.28%, and Chinese concept stocks generally rose; ② Lun aluminum soared to its highest level since 2008,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Has raised price target to $4,000; ③ U.S. oil closed down 2.2%, the lowest closing price in nearly a week; ④ The United States raised its crude oil production forecast for 2023, which is expected to hit a record high. Overseas Market</p><p>1. US stocks closed higher across the board on Tuesday! Nasdaq rose more than 1%</p><p>The three major U.S. stock indexes collectively closed higher, as investors digested the impact of another batch of corporate earnings reports and awaited the release of key inflation data later this week.</p><p>The Dow closed up 1.06%, the Nasdaq closed up 1.28%, and the S&P 500 closed up 0.84%.</p><p>Most large technology stocks rose,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Up 0.14%,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Up 0.36%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Up 1.2%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up 1.85%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up 2.2%; Meta closed down 2.1%, falling for four consecutive days, and falling more than 31% in four days.</p><p>Non-ferrous metals and steel sectors led the gains sharply,<a href=\"https://laohu8.com/S/CENX\">Century Aluminum</a>Up nearly 12%,<a href=\"https://laohu8.com/S/AA\">Alcoa</a>Up 9.7%,<a href=\"https://laohu8.com/S/X\">United States Steel</a>Up 4.5%.</p><p>2. Popular Chinese concept stocks closed generally higher on Tuesday<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up nearly 13%<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up more than 7%</p><p>Popular Chinese concept stocks closed generally higher on Tuesday, with e-commerce stocks, new energy vehicle stocks, and some education stocks rising, with Pinduoduo and Bilibili leading the gains.</p><p>Pinduoduo rose nearly 13%, Bilibili rose more than 7%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/UXIN\">Youxin</a>、<a href=\"https://laohu8.com/S/DDL\">Dingdong Maicai</a>Rose nearly 7%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/TOUR\">Tuniu</a>、<a href=\"https://laohu8.com/S/ATHM\">Car Home</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>, up more than 3%.</p><p>Among new energy vehicle stocks,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose nearly 3%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up more than 1%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up nearly 1%.</p><p>3. Major European stock indexes were mixed, with the German DAX30 index rising 0.26%</p><p>Germany's DAX30 index closed up 0.26% on Tuesday,<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.11%, the French CAC40 index rose 0.27%, and the European Stoxx 50 index rose 0.23%.</p><p>4. Gold futures closed up 0.3% on Wednesday, hitting the highest closing price in three weeks</p><p>Adrian Ash, head of research at BullionVault, said: \"The only truly convinced deal right now seems to be a bet on the Fed's faster rate hike.\"</p><p>Gold futures for April delivery on the New York Mercantile Exchange rose $6.10, or 0.3%, to close at $1,827.90 an ounce, the highest closing price since January 26. Gold futures rose 0.8% on Monday, their biggest one-day percentage gain since Jan. 19.</p><p>5. U.S. oil closed down 2.2% on Tuesday, hitting its lowest closing price in nearly a week</p><p>West Texas Intermediate crude oil (WTI) for March delivery fell $1.96, or 2.2%, to settle at $89.36 a barrel on the New York Mercantile Exchange, its lowest close since February 2.</p><p>Talks on Iran's nuclear talks aimed at reviving the 2015 nuclear deal resumed in Vienna on Tuesday. As an indirect participant in the negotiations, the United States withdrew from the deal in 2018 under President Trump, extending sanctions against Iran and preventing it from exporting crude oil on a large scale. Iran responded by increasing the amount of uranium it enriched, which violated the agreement and purity.</p><p>6. Lun Aluminum soared to its highest level since 2008, Goldman Sachs has raised its price target to $4,000</p><p>Aluminum prices hit their highest level since 2008 on Tuesday, driven by investor concerns about tight supplies and falling inventories. London Metal Exchange (LME) benchmark aluminum rose 3.3% during intraday trading, hitting $3,236 per ton.</p><p>\"In the run-up to the Beijing Olympics, aluminum production has been significantly reduced to improve air quality,\" said WisdomTree analyst Nitesh Shah, predicting that rising demand will push up prices in the long term.</p><p>Goldman Sachs analysts said in a report: \"The aluminum market is facing a melting trend this year due to the simultaneous shortage of aluminum inventories in China and outside China.\"</p><p>International macro</p><p>1. The U.S. raised prices and wages in January, the proportion of small businesses reached a record high, and inflation remains a top concern</p><p>Data released by the National Federation of Independent Business (NFIB) on Tuesday showed that a net 61% of business owners said they raised their average selling price in January, the highest since the data began to be compiled in 1986. Inflation remains the biggest concern for small businesses, with the highest proportion of respondents mentioning it since 1981.</p><p>\"More small business owners are starting to raise prices in the new year to pass on rising inventory, supply and labor costs,\" NFIB chief economist Bill Dunkelberg said in a statement. \"In order to attract qualified employees to fill vacancies, the proportion of business owners who have raised their salaries has also reached an unprecedented level.\"</p><p>2. The United States raises its crude oil production forecast for 2023 and is expected to hit a record high</p><p>The Energy Information Administration (EIA) said in its monthly short-term energy outlook that the average daily supply of oil in 2023 will reach 12.6 million barrels, higher than the previous estimate of 12.41 million barrels. The current record high is 12.3 million barrels per day hit in 2019. The estimate for this year was revised up to 11.97 million barrels from 11.8 million barrels.</p><p>The increase in U.S. supply is what U.S. President Joe Biden is happy to see. He frequently asks suppliers to increase production to help stabilize oil prices and curb inflation. After oil prices surged to their highest level since 2014, two of the largest U.S. oil companies announced they would increase production in the Permian Basin by double digits.</p><p>3. The EU announced the \"Chip Act\": investing US $49 billion to promote chip manufacturing</p><p>This is a multi-year, large-scale investment plan aimed at making Europe the frontrunner in the global chip manufacturing industry.</p><p>European Commission President Ursula Von Der von der Leyen said that the EU is currently too dependent on overseas suppliers and has not yet manufactured the most advanced chips. And chips are at the heart of the global technology race and certainly the cornerstone of our modern economy.</p><p>4. WHO report: Medical services in more than 90% of the countries and regions surveyed are disrupted by the epidemic</p><p>According to the WHO, according to the survey conducted from November to December last year, COVID-19 pandemic has had a serious impact on basic medical services in many countries, and the situation at the end of 2021 has \"hardly improved\" compared with the beginning of 2021.</p><p>5. The Russian government has approved the legislative concept of digital currency circulation supervision</p><p>Relevant Russian government departments will strictly supervise the market circulation of encrypted digital currencies in the country and will further protect the rights of ordinary investors. The Russian Ministry of Finance and the Central Bank will formulate relevant bills before February 18th. This means that Russia will not completely ban the use, exchange and circulation of digital currencies in the country.</p><p>6. Bringing documents back to Mar-a-Lago during his administration, Trump is suspected of breaking the law</p><p>According to the report, Trump has the habit of tearing up documents, which will face the risk of violating the Presidential Records Act. As required by law, the President of the United States is required to keep memos, letters, notes, e-mails, faxes, and other written communications relating to the official duties of the President. The National Archives and Records Administration of the United States confirmed that some documents had been torn up, and White House document managers \"taped\" some documents.</p><p>7. The Iranian nuclear negotiations restarted, saying that \"the agreement is in sight\"</p><p>A spokesman for the US State Department said on the 7th that an agreement to solve the core concerns of all parties to the Iranian nuclear negotiations is \"in sight\".</p><p>However, if the agreement cannot be finalized in the next few weeks and Iran continues to advance its nuclear activities, it is impossible for the United States to resume the implementation of the comprehensive agreement on the Iranian nuclear issue.</p><p>8. The European Central Bank organizes climate stress tests, and the banking industry is worried about taking the opportunity to raise capital requirements</p><p>The ECB made clear in public statements that the tests give banks and regulators an opportunity to understand the impact of extreme weather and stricter climate regulations on the banking sector.</p><p>The European Central Bank will not publish the test results of various banks, and said it will be cautious in making any capital conclusions. But it also makes it clear that climate change will eventually be treated on the same level as other risks.</p><p>Joseph Dickerson, an analyst at Jefferies Financial Group Inc., said regulators won't waste time on this without planning to come up with some way to calibrate bank capital at some point in the future.</p><p>9. Under pressure, British Prime Minister Johnson announced the reshuffle of the government cabinet</p><p>Under the influence of a series of events such as the previous \"Party Gate\", British Prime Minister Boris Johnson faced greater pressure from inside and outside the party and had to reshuffle the government cabinet to respond to the demands of the people and inside and outside the party.</p><p>It is understood that so far, a number of members of the party have sent letters to the Committee of Ordinary Members of Conservative Party asking for a vote of no confidence against Johnson. If such letters reach a certain number, a vote of no confidence against Conservative leader Johnson will have to be held.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2210389755\" target=\"_blank\">Meta's market value fell below $600 billion, falling to eighth place in the United States, overtaken by Nvidia</a></p><p>Meta shares fell 2.1% Tuesday to close at $220.18. The stock has fallen 35% so far this year and is now at its lowest level since July 2020.</p><p>Not long ago, Meta joined Apple, Microsoft, Amazon, and Alphabet in the top five U.S. companies by market capitalization. However, Meta has now dropped to eighth place, below<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway and Nvidia.</p><p>2、<a href=\"https://laohu8.com/NW/2210582927\" target=\"_blank\">Apple Announces Tap to Pay Feature: Allowing Merchants to Accept Payments Through iPhone</a></p><p>Apple announced today that it will launch the \"Tap to Pay\" feature on the iPhone, allowing millions of merchants across the United States to use their iPhone to seamlessly and securely accept Apple Pay, contactless credit and debit cards, and other digital wallet payments without the need for additional hardware or payment terminals.</p><p>3、<a href=\"https://laohu8.com/NW/2210584043\" target=\"_blank\">Johnson & Johnson has suspended production of COVID-19 vaccine, reports say</a></p><p>Citing people familiar with the matter, Johnson & Johnson quietly closed the only factory that produced usable batches of COVID-19 vaccine late last year, the media reported.</p><p>According to the report, the production halt is temporary, and the factory in Leiden, the Netherlands, is expected to start producing vaccines again in a few months. It is unclear whether the suspension has an impact on vaccine supplies due to the increase in inventories.</p><p>4、<a href=\"https://laohu8.com/NW/2210538571\" target=\"_blank\">\"Metaverse Company\" Meta clarifies: The company has absolutely no threat to leave the European market</a></p><p>Yesterday, foreign media reported that Meta stated in its annual report submitted to the U.S. Securities and Exchange Commission that European data laws prevent the company from managing the data of European users on U.S. servers. If the new framework is not adopted and the company is no longer allowed. Using the current protocol will shut down its services in Europe. This behavior was interpreted as a \"threat\" to leave the European market.</p><p>5、<a href=\"https://laohu8.com/NW/2209585241\" target=\"_blank\">SoftBank plans to take Arm public after Nvidia abandons takeover</a></p><p>SoftBank Group said it plans to have Arm go on an initial public offering (IPO) after Nvidia dropped its proposal to buy chip designer Arm in the face of backlash from regulators and customers.</p><p>The Japanese company said it aims to conduct an IPO in the U.S. in its fiscal year ending in March 2023. In addition, after Simon Segars steps down, Arm President Rene Haas will replace him as CEO.</p><p>6、<a href=\"https://laohu8.com/NW/2210584669\" target=\"_blank\">Pfizer's revenue forecast for COVID-19 vaccine and oral drugs this year falls short of Street expectations</a></p><p>Pfizer's forecast for 2022 sales and profits fell short of Street estimates, and the company's COVID-19 vaccine and expected revenue from recently approved oral drugs disappointed investors.</p><p>The New York-based drugmaker expects 2022 adjusted earnings of $6.35 to $6.55 per share, compared with analysts' estimates of $6.65, according to a statement Tuesday. Pfizer said it will reach $102 billion in revenue, compared with analysts' average estimate of $106 billion.</p><p>7、<a href=\"https://laohu8.com/NW/2210582483\" target=\"_blank\">After the official announcement of firing the CEO and layoffs of 2,800 people, Peloton's stock price took off</a></p><p>Peloton, a fitness equipment and media company, announced Tuesday that it will change its chief executive officer (CEO) and lay off about 2,800 jobs in an effort to revive sluggish performance and win back investor confidence. In the U.S. stock market, Paleton's share price soared by more than 30%.</p><p>8、<a href=\"https://laohu8.com/NW/2210533540\" target=\"_blank\">Lyft's Q4 revenue increased by 70% year-on-year, net loss narrowed year-on-year</a></p><p>The financial report shows that Lyft's Q4 revenue was US $970 million, compared with US $570 million in the same period last year, a year-on-year increase of 70%; The net loss was US $259 million, compared with a net loss of US $458 million in the same period last year; The net loss margin was 26.7%, compared with 80.4% in the same period last year. Adjusted net profit was US $32.1 million, compared with a net loss of US $185 million in the same period last year. Adjusted EBITDA was US $74.7 million, compared with a loss of US $150 million in the same period last year; Adjusted EBITDA margin was 7.7%, compared with a loss margin of 26.3% in the same period last year. In the fourth quarter, the number of active passengers increased by 49.2% year-on-year to 18.728 million, compared with 12.552 million in the same period last year. Revenue from active passengers increased by 14.1% year-on-year to US $51.79, compared with US $45.40 in the same period last year. As of December 31, 2021, Lyft had $2.3 billion in unrestricted cash, cash equivalents and short-term investments.</p><p>9、<a href=\"https://laohu8.com/NW/2210404533\" target=\"_blank\">Peloton Q2 revenue increased by 6% year-on-year, with a net loss of US $439 million</a></p><p>After the U.S. stock market closed on February 8 (Tuesday) Eastern Time, Peloton's revenue in the second quarter of fiscal year 2022 was US $1.134 billion, a year-on-year increase of 6%; net loss was US $439 million, compared with a net profit of US $63.6 million in the same period last year; Diluted loss per share was US $1.39, compared with US $0.18 in the same period last year. Gross profit was US $280 million, compared with US $425 million in the same period last year; Gross profit margin was 24.7%. Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) was-$267 million, compared with $117 million in the same period last year.</p><p>10、<a href=\"https://laohu8.com/NW/2210336625\" target=\"_blank\">Cybersecurity company Mandiant Inc. soared nearly 18%, and Microsoft is rumored to plan to acquire it</a></p><p>According to people familiar with the matter,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>In the process of acquiring cybersecurity research and incident response firm<a href=\"https://laohu8.com/S/MNDT\">Mandiant</a>Inc. (MNDT.US) in negotiations, the deal will strengthen Microsoft's efforts to protect customers from hackers and intrusions. As of the close of U.S. stocks on Tuesday, Mandiant rose 17.86% to $17.75.</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":"1187099489","content_text":"摘要：①美股全线收高，纳指涨1.28%，中概股普涨；②伦铝飙升至2008年以来最高水平，高盛已将目标价上调至4000美元；③美油收跌2.2%，创近一周来最低收盘价；④美国上调2023年原油产量预测，料创纪录高位。海外市场1、美股周二全线收高！纳指涨超1%美股三大指数集体收涨，投资者消化了又一批企业财报的影响，并等待本周晚些时候公布关键的通胀数据。道指收涨1.06%，纳指收涨1.28%，标普500指数收涨0.84%。大型科技股多数上涨，谷歌上涨0.14%，奈飞上涨0.36%，微软上涨1.2%，苹果上涨1.85%，亚马逊上涨2.2%；Meta收跌2.1%，连跌四日、四日累跌逾31%。有色金属、钢铁板块大幅领涨，世纪铝业涨近12%，美国铝业涨9.7%，美国钢铁涨4.5%。2、热门中概股周二收盘普涨 拼多多涨近13% 哔哩哔哩涨超7%热门中概股周二收盘普涨，电商股、新能源汽车股、部分教育股走高，拼多多、哔哩哔哩等涨幅居前。拼多多涨近13%哔哩哔哩涨超7%，好未来、优信、叮咚买菜涨近7%，京东、新东方、途牛、汽车之家、腾讯音乐、涨超3%。新能源汽车股中，蔚来汽车涨近3%，理想汽车涨超1%，小鹏汽车涨近1%。3、欧股主要指数涨跌互现，德国DAX30指数涨0.26%德国DAX30指数周二收涨0.26%，英国富时100指数跌0.11%，法国CAC40指数涨0.27%，欧洲斯托克50指数涨0.23%。4、黄金期货周三收高0.3% 创3周来最高收盘价BullionVault研究主管Adrian Ash表示：“目前唯一真正确信的交易似乎是押注美联储更快地加息。”纽约商品交易所4月交割的黄金期货价格上涨6.10美元，涨幅为0.3%，收于每盎司1827.90美元，为1月26日以来的最高收盘价。周一黄金期货价格上涨0.8%，创1月19日以来的最大单日百分比涨幅。5、周二美油收跌2.2% 创近一周来最低收盘价纽约商品交易所3月交割的西德克萨斯中质原油(WTI)下跌1.96美元，跌幅为2.2%，收于每桶89.36美元，创2月2日以来的最低收盘价。旨在恢复2015年核协议的伊朗核谈判谈判于周二在维也纳恢复。作为谈判的间接参与者，美国于2018年在特朗普总统的领导下退出了该协议，延长了对伊朗的制裁，阻止其大规模出口原油。伊朗的回应是增加其浓缩铀的数量，这违反了协议和纯度。6、伦铝飙升至2008年以来最高水平 高盛已将目标价上调至4000美元铝价在周二达到了2008年以来的最高水平，受投资者对供应紧张和库存下降的担忧推动。伦敦金属交易所(LME)指标期铝盘中一度上涨3.3%，触及每吨3236美元。WisdomTree分析师Nitesh Shah表示：“在北京奥运会前夕，为了改善空气质量，铝产量大幅减少，”他预测，从长期来看，不断上升的需求将推高价格。高盛分析师在一份报告中称：“铝市场今年正面临着融涨行情，原因是中国和中国以外地区的铝库存同时出现短缺。”国际宏观1、美国1月份提价和提薪小企业占比达纪录高位 通胀仍是头等关切美国全国独立企业联合会(NFIB)周二公布的数据显示，净61%的企业主称1月上调了平均售价，为1986年开始编纂该数据以来最高纪录。通胀仍是小企业最关切的事，提及此事的受访者占比为1981年以来最高。“更多小企业主在新的一年开始提价，以转嫁上升的库存、供应和劳动力成本，”NFIB首席经济学家Bill Dunkelberg在声明中称。“为吸引合格员工填补职缺，加薪企业主比例也达到前所未见的水平。”2、美国上调2023年原油产量预测 料创纪录高位能源信息管理局(EIA)在短期能源展望月报中表示，2023年石油平均日供应量将达到1，260万桶，高于先前预估的1，241万桶。当前纪录高位是2019年触及的每日1，230万桶。对今年的预估从1，180万桶上修至1，197万桶。美国供应增加是美国总统拜登所乐见的，他频频要求供应商增产以帮助平抑油价，遏制通胀。在油价飙升至2014年以来最高水平后，美国最大石油公司中的两家宣布将把二叠纪盆地产量提高两位数。3、欧盟公布《芯片法案》：投资490亿美元推动芯片制造这是一项多年期、大规模的投资计划， 旨在让欧洲成为全球芯片制造行业的领跑者。欧盟委员会主席乌苏拉·冯德莱恩(Ursula Von Der Leyen)对此表示，欧盟当前过于依赖海外供应商，还没有制造最先进的芯片。而芯片是全球技术竞赛的核心，当然也是我们现代经济的基石。4、世卫组织报告：超九成受调查国家和地区医疗服务受疫情干扰世卫组织表示，根据这项在去年11月至12月进行的调查，新冠疫情给多国基本医疗服务带来严重影响，2021年年底的情况与2021年年初相比“几乎没有任何改善”。5、俄罗斯政府已批准数字货币流通监管立法理念俄政府相关部门将对加密数字货币在该国的市场流通进行严格监管，并将进一步保护普通投资者的权利，俄财政部和央行将会在2月18日前制定相关法案。这意味着，俄罗斯不会全面禁止数字货币在该国的使用、兑换和流通。6、把执政期间文件带回海湖庄园，特朗普涉嫌违法报道称，特朗普有撕毁文件的习惯，此举将面临违反《总统记录法》的风险。根据法律要求，美国总统需要保存与总统公务有关的备忘录、信件、便条、电子邮件、传真和其他书面通信。美国国家档案和记录管理局证实，部分文件已被撕毁，白宫文件管理人员“用胶带”粘补好了一些文件。7、伊核谈判重启，美称“协议在望”美国国务院一名发言人7日说，解决伊核谈判各方核心关切的协议已经“在望”。不过，如果无法在今后数周敲定协议，而伊朗继续推进其核活动，则美方不可能恢复履行伊朗核问题全面协议。8、欧洲央行张罗气候压力测试 银行业担心趁机提高资本要求欧洲央行在公开声明中明确表示，这些测试让银行业和监管机构有机会了解极端天气和更严格气候法规对银行业的影响。欧洲央行不会公布各家银行的测试结果，并表示会谨慎作出任何资本方面的结论。但它也明确表示，气候变化最终将会与其他风险等同视之。Jefferies Financial Group Inc．分析师Joseph Dickerson表示，如果不打算未来某个时候拿出某种校准银行资本的方法，监管机构是不会在这方面浪费时间的。9、压力之下 英国首相约翰逊宣布改组政府内阁在此前“派对门”等一系列事件的影响下，英国首相鲍里斯·约翰逊面临着党内外的较大压力，不得不改组政府内阁以回应民众及党内外的诉求。据了解，迄今为止，已经有多名党内议员向保守党普通国会议员委员会致信要求对约翰逊发起不信任投票，如果该类信件到达一定数量，针对保守党领袖约翰逊的不信任投票将必须进行。公司新闻1、Meta市值跌破6000亿美元降至美国第八 被英伟达赶超Meta股价周二下跌2.1%，收于220.18美元。该股今年迄今累跌35%，目前处于2020年7月以来的最低水平。不久前，Meta与苹果、微软、亚马逊和Alphabet一起跻身美国市值最高的五家公司之列。然而，Meta目前已经跌至第八位，低于特斯拉、伯克希尔哈撒韦公司和英伟达。2、苹果宣布推出Tap to Pay功能：允许商家通过iPhone接受付款苹果公司今日宣布，将在iPhone上推出“Tap to Pay”(点击支付)功能，允许全美数百万商家只需轻触iPhone，即可使用iPhone无缝、安全地接受Apple Pay、非接触式信用卡和借记卡、以及其他数字钱包付款，而无需额外的硬件或支付终端。3、报道称强生已暂停生产新冠疫苗媒体援引知情人士的话报道称，强生公司在去年年底悄悄关闭了唯一一家生产可用批次新冠疫苗的工厂。报道称，生产停顿是暂时性的，这家位于荷兰莱顿市的工厂预计将在几个月后再次开始生产疫苗。由于库存增加，目前尚不清楚暂停是否对疫苗供应产生影响。4、“元宇宙公司”Meta澄清：公司绝对没有威胁要离开欧洲市场昨天，外媒报道Meta公司在提交给美国证券交易委员会的年度报告中称，欧洲数据法妨碍了该公司在美国服务器上对欧洲用户的数据进行管理，如果不采用新框架并且公司不再被允许使用当前的协议，将关闭其在欧洲的服务。此行为被解读其“威胁”离开欧洲市场。5、英伟达放弃收购案后 软银计划将Arm上市在英伟达面临监管机构和客户的强烈反对而放弃收购芯片设计公司Arm的提案之后，软银集团表示计划让Arm进行首次公开募股(IPO)。这家日本公司表示，目标是在2023年3月结束的财年于美国进行IPO。此外，在Simon Segars卸任之后，Arm总裁Rene Haas将替代他接任首席执行官一职。6、辉瑞今年新冠疫苗及口服药营收预估低于华尔街预期辉瑞公司所预测的2022年销售额和利润低于华尔街预期，该公司的新冠疫苗和最近批准的口服药物预期收入令投资者失望。据周二的一份声明，这家总部位于纽约的制药商预计2022年调整后每股收益为6.35至6.55美元，分析师的估计为6.65美元。辉瑞表示，营收将达到1020亿美元，而分析师平均估计为1060亿美元。7、官宣炒掉CEO、裁员2800人之后，Peloton的股价起飞了健身器材与媒体公司派乐腾 (Peloton)周二发布公告称，公司将更换首席执行官(CEO)并裁员约2800人，以重振低迷的业绩，并赢回投资者的信心。美股盘中，派乐腾股价飙升逾30%。8、Lyft Q4营收同比增长70%，净亏损同比收窄财报显示，Lyft Q4营收9.70亿美元，上年同期为5.70亿美元，同比增长70%;净亏损2.59亿美元，上年同期净亏损4.58亿美元;净亏损率为26.7%，上年同期为80.4%。调整后净利润为3210万美元，上年同期净亏损1.85亿美元。调整后EBITDA为7470万美元，上年同期为亏损1.50亿美元;调整后EBITDA利润率为7.7%，上年同期亏损率26.3%。四季度活跃乘客数同比增加49.2%至1872.8万，上年同期为1255.2万，活跃乘客的收益同比增加14.1%至51.79美元，上年同期为45.40美元。截至2021年12月31日，Lyft拥有23亿美元的非限制性现金、现金等价物和短期投资。9、Peloton Q2营收同比增6%，净亏损为4.39亿美元美东时间2月8日（周二)美股盘后，Peloton 2022财年第二季度营收为11.34亿美元，同比增长6%;净亏损为4.39亿美元，上年同期录得净利润6360万美元;摊薄后每股亏损为1.39美元，上年同期录得每股收益0.18美元。毛利润2.80亿美元，上年同期为4.25亿美元;毛利率为24.7%。经调整的息税折旧摊销前利润(EBITDA)为-2.67亿美元，上年同期为1.17亿美元。10、网络安全公司Mandiant Inc.大涨近18% 传微软拟对其进行收购据知情人士透露，微软正在就收购网络安全研究和事件响应公司Mandiant Inc.(MNDT.US)进行谈判，这笔交易将加强微软保护客户免受黑客攻击和入侵的努力。截至周二美股收盘，Mandiant涨17.86%，报17.75美元。","news_type":1,"symbols_score_info":{".DJI":0,".IXIC":0,".SPX":0}},"isVote":1,"tweetType":1,"viewCount":1101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093096414,"gmtCreate":1643445274017,"gmtModify":1676533821868,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093096414","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005146170,"gmtCreate":1642213030990,"gmtModify":1676533693342,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"88","listText":"88","text":"88","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005146170","repostId":"1140376268","repostType":4,"repost":{"id":"1140376268","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1642206680,"share":"https://ttm.financial/m/news/1140376268?lang=en_US&edition=fundamental","pubTime":"2022-01-15 08:31","market":"sh","language":"zh","title":"28 billion rights issue! The securities \"first brother\" collapsed himself first","url":"https://stock-news.laohu8.com/highlight/detail?id=1140376268","media":"格隆汇投资学苑","summary":"有些公司你买入持有，每年还有分红送钱，可是有些公司你买入了，不但没钱送，反而还得向你要钱。昨晚，券商“一哥”中信证券历时11个月的“要钱”计划正式落地，280亿的配股规模，超过招商证券2020年的12","content":"<p><html><head></head><body>If you buy and hold some companies, you will receive dividends every year, but if you buy some companies, not only will you have no money to give away, but you will have to ask you for money.</p><p>Last night, the brokerage \"first brother\"<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>The 11-month \"money-asking\" plan was officially implemented, with a share allotment scale of 28 billion, exceeding<a href=\"https://laohu8.com/S/600999\">China Merchants Securities</a>The 12.7 billion yuan allotment in 2020 has become the largest allotment financing in the brokerage industry.</p><p><b>The rights issue has always had a short-term negative impact on the stock price. For the shareholders who hold it, \"being beaten\" is definitely indispensable, and they have to consider whether to participate in the rights issue.</b></p><p><img src=\"https://static.tigerbbs.com/9d857b3724e40eef11047ff3e34d8434\" tg-width=\"553\" tg-height=\"280\" referrerpolicy=\"no-referrer\"/></p><p>(Data source: Choice,<a href=\"https://laohu8.com/S/06030\">CITIC Securities</a>Time-sharing trend)</p><p>In early trading today, CITIC Securities did not unexpectedly gap open low by 3%, and went all the way to the dark, dragging all the \"younger brothers\" in the entire securities sector into the water. If the Shanghai Composite Index underperformed the GEM Index today, it must have CITIC Securities' \"credit\". As of the close, CITIC Securities fell 5%, almost closing at the lowest level, and the securities sector fell 2.38%.</p><p>In the memory of most old investors, CITIC Securities is the big brother in the industry. In 2015, CITIC Securities was arrogant and once became the largest brokerage giant in Asia and the fourth largest brokerage giant in the world. However, six years later, it was actually pulled down by Dongcai in China.</p><p>The market value of CITIC Securities was changed in June this year<a href=\"https://laohu8.com/S/300059\">Oriental Fortune</a>Surpassing and falling to the second place, although Oriental Fortune has fallen back some these days, its market value still exceeds that of CITIC Securities by a lot.</p><p>With this huge allotment of 28 billion yuan, can Brother Yi save his dignity?</p><p><i><b>01、</b></i><b>Who has the rights issue benefited?</b></p><p><b>For CITIC Securities itself, rights issue is a more appropriate refinancing method at present. On the one hand, it can directly obtain large amounts of financing from the market, on the other hand, it does not dilute the equity of the controlling shareholder.</b></p><p>The allotment is directly directed to all old shareholders, so the financial pressure shared by each investor will be much smaller. In addition, the equity ratio of major shareholders of CITIC Securities is already very low, and direct allotment of shares will not dilute equity. From the third quarter, the proportion of equity held by the major shareholder CITIC Co., Ltd. is not high, accounting for only 15.47%.</p><p>In this allocation, CITIC Securities raised about 28 billion in this allotment, of which 23 billion was raised in A-share allotment and 5 billion in H-share allotment.</p><p>If 28 billion yuan is raised, it is equivalent to directly supplementing 28 billion yuan of net cash assets. The company's net assets at the end of 2021 will be 209.1 billion, which will exceed 237 billion after the allotment is completed, and the gap behind the second-place Haitong will exceed 70 billion.</p><p>In the brokerage industry, total assets are undoubtedly the most important way to consider, so this allotment of shares will greatly increase the asset scale of CITIC Securities, thus further consolidating its leading position in the industry.</p><p><b>However, the rights issue may have short-term negative effects for investors. On the one hand, after the rights issue, the stock price is diluted, and the number of stocks in circulation will increase. On the other hand, if you do not participate in the allotment, the lower the allotment price, the more you will lose.</b></p><p>According to the announcement, the rights issue will be allotted to all A-share shareholders at a ratio of 1.5 shares for every 10 shares. The allotment price is 14.43 yuan per share, which is lower than the previous day's closing price of 26.36 yuan, which is equivalent to a 55% discount.</p><p>If you have 100 shares of CITIC Securities in your hand, then you have the pre-emptive right to subscribe for 15 shares in this allotment. Of course, you can also give up the subscription right for these 15 shares, that is, give up the allotment.</p><p>For shareholders who haven't sold their holdings, if they don't participate in the rights issue, they will have to bear a loss of 6%. Then the question is. Now that there has been a certain decline, is CITIC Securities still worth allocating?</p><p>In the short term, the stock price fell by 5% today. The stock price opened on Monday and fell directly to around the price of 24.8 yuan after the ex-rights allotment. According to the closing price of 25.03, it was a drop of less than 1%. In other words, if you have been \"beaten\" today and haven't sold, and you don't want to pay for the allotment of shares, you will lose another 1% at most.</p><p>As for whether it is optimistic in the future, it has to test investors' beliefs.</p><p><i><b>02、</b></i><b>Challenged</b></p><p><b>The worst thing about CITIC Securities being \"hacked\" is its reverse indicator.</b></p><p>Last year's vigorous big white horse market, CITIC Securities will<a href=\"https://laohu8.com/S/600519\">Kweichow Moutai</a>The target price is set at 3,000 yuan, and the stock price of Kweichow Moutai rose 5.9% that day, which is also the last positive line before the stock price of Kweichow Moutai peaks.</p><p>Everyone knows the story since then. Moutai has fallen 35% in just over half a year. The latest stock price is 1,662 yuan, and its market value has evaporated by 11,000 yuan.</p><p>Last July,<a href=\"https://laohu8.com/S/300750\">Ningde era</a>Driving wildly and rising all the way, CITIC Securities released a research report on July 30, saying that it maintains the buy rating of CATL, with a target price of 754 yuan per share in 2023. Compared with the closing price of 556.8 yuan on the 29th, it is 35% higher. However, unfortunately, Ningwang hit a record high in intraday trading on the 30th, but closed down 1.15% in a single day, and started the road to a pullback/retracement, during which it once fell below 470 yuan.</p><p><b>It is not enough to look at long targets, but bearish targets seem to have influence.</b></p><p><a href=\"https://laohu8.com/S/600927\">Yongan Futures</a>It was listed at an issue price of 17.97 yuan on December 23, 2021. After listing, it rose by the daily limit for 6 consecutive days. It hit the highest price of 41.69 yuan on December 30, and its market value once exceeded 60 billion yuan. Subsequently, on December 31, Yongan Futures experienced a daily limit adjustment, and CITIC Securities released a research report on January 3, 2022 to step on Yongan Futures again, saying that the stock price had 35% downside. As a result, \"Qimao\" crashed again at the opening of the New Year.</p><p><img src=\"https://static.tigerbbs.com/5fccb088cf8458fdf5b2f6011ef62c62\" tg-width=\"553\" tg-height=\"280\" referrerpolicy=\"no-referrer\"/></p><p>(Data source: Choice, Yongan Futures time-sharing trend)</p><p>Unfortunately, today's intraday daily limit of Yongan Futures closed at 34.41, an increase of 8.27%. It seems that it is much far away from the bearish target price of CITIC Securities in 22 yuan.</p><p>Ningde, Moutai, etc. are undoubtedly very excellent companies in various tracks, and the valuation of Yongan Futures is not a cheap target. However, when CITIC Securities gives the target price, sometimes the luck is a bit bad, resulting in the short-term loss of some accuracy.</p><p><b>The deviation from the target price is not limited to these tickets that are widely talked about by investors. Of course, there are also drastic changes in the macro environment and the deviation from the main line of market speculation behind this. It's just a coincidence that the \"first brother\" encountered it.</b></p><p>In addition to the hacking of direction indicators, the company's market value has been lagging behind Oriental Fortune recently. 50 securities firms with a total market value of 4 trillion. The wealth of Oriental, the first brother of the brokerage firm, is 334 billion, which is 10.4 billion higher than that of CITIC Securities. What you need to know is that during the 2015 bull market, when CITIC's historical stock price was the highest, its market value was close to 400 billion. At that time, Dongcai was less than 50 billion, and its market value ranked outside the 20th place. The former was 8 times that of the latter.</p><p><b>Of course, in the same industry, the mentality of holding Dongcai and CITIC is quite different.</b>Since Dongcai went public in 2010, the cumulative increase has been 32 times, while CITIC has less than doubled during the same period. In 2021, Dongcai will rise by 44%, while CITIC Securities will fall by 9%.</p><p>Without comparison, there is no harm. It can be seen that investors holding CITIC Securities are very puzzled.</p><p><i><b>03、</b></i><b>A lean camel is bigger than a horse</b></p><p>While market cap is temporarily lagging behind, Big Brother<b>CITIC's fundamentals are relatively solid.</b></p><p>Just the day before the allotment announcement was released yesterday, CITIC Securities also showed its \"muscles\" to investors. The company released its 2021 annual performance report, in which revenue was 76.5 billion yuan, a year-on-year increase of 40.8%, net profit attributable to the parent company was 23 billion yuan, a year-on-year increase of 54.2%, and ROE, which value investors are more concerned about, was 12.01%, a year-on-year increase of 3.58 percentage points.</p><p><img src=\"https://static.tigerbbs.com/2780f5270ca95f901cd5683b4cb812fe\" tg-width=\"410\" tg-height=\"285\" referrerpolicy=\"no-referrer\"/></p><p>(Data source:<a href=\"https://laohu8.com/S/300033\">Straight flush</a>, CITIC Securities Performance Express)</p><p>The company's revenue in the fourth quarter alone was approximately 18.8 billion yuan, a year-on-year increase of more than 50%, and the net profit attributable to the parent was 5.3 billion yuan, a year-on-year increase of more than double. Based on this calculation, the company's fourth-quarter performance greatly exceeded expectations.</p><p><b>The exceeding expectations was mainly due to the rising market sentiment in the fourth quarter, the rapid development of derivatives business, and the high year-on-year increase in investment banking business and other business income.</b></p><p>In addition, many indicators of CITIC Securities are still in the forefront, and the position of Big Brother is not easy to shake.</p><p>In 2021, the IPO scale of CITIC Securities will be 85 billion, a year-on-year increase of 88%, ranking first in the industry; The number of IPOs is 68, an increase of 27 from last year, ranking first in the industry. The refinancing scale was 253.9 billion, a year-on-year increase of 40%, ranking first in the industry. Bond underwriting was 1,563.4 billion, +20% year-on-year, ranking first in the industry. The net income of the asset management business in the third quarter still ranked first, with an increase of more than 64%.</p><p><img src=\"https://static.tigerbbs.com/c4069729236c1f8455fca314d212fcb6\" tg-width=\"408\" tg-height=\"279\" referrerpolicy=\"no-referrer\"/></p><p>(Data source: AVIC Securities, growth rate of asset management business of listed securities firms)</p><p>Capital intermediary business accounts for the vast majority of this large financing purpose. Of the 28 billion yuan of funds, the company will use no more than 19 billion yuan for capital intermediary business.</p><p>Intermediary businesses generally include margin financing and securities lending, stock pledge, income swap, equity derivatives, commodity derivatives, market-making transactions, cross-border transactions, etc.</p><p><img src=\"https://static.tigerbbs.com/c35cd2dac3004171044926b7426dc8e6\" tg-width=\"458\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/></p><p>(Data source:<a href=\"https://laohu8.com/S/002736\">Guosen Securities</a>, income structure of each business of CITIC Securities)</p><p>Judging from the company's past business income structure, the company's business is becoming more and more balanced. The proportion of the company's traditional brokerage business is decreasing year by year, while the proportion of intermediary business has become an important business growth point of the company.</p><p>Generally speaking, the capital intermediary business has the characteristics of extensive customers, rich products, stable interest rate spreads and controllable risks, and is the business direction that the company has focused on cultivating in recent years. The pilot of market-making transactions on the Science and Technology Innovation Board is just around the corner, and the company's growth is guaranteed by funds.</p><p><b>Some institutions predict that the company's rights issue is mainly used to develop capital intermediary business. The intermediary business is mainly over-the-counter derivatives business and financing business, both of which are high-quality businesses with relatively neutral risks and high ROA. The rights issue will bring about 0.8% short-term direct impact, but the company's ROE is expected to rise to 12% in 2023 after the rights issue fundraising is put into operation.</b></p><p>Looking at it this way, the status of the company's \"first brother\" can still be maintained.</p><p><i><b>04、</b></i><b>epilogue</b></p><p>Large-scale rights issue fundraising hurts shareholders the most. Although it has fallen sharply today and almost erased the gap, the final ex-rights price is still higher than the closing price.<b>There is still room for adjustment in a short time.</b></p><p><b>But in the long run, the fundamentals of \"First Brother\" are still relatively solid. The large amount of money raised by the rights issue will undoubtedly improve the company's asset quality and asset scale, and then build an aircraft carrier-level securities firm.</b></p><p>As for whether it is true or not, the company's management has the foresight to make some judgments on the securities market, and it is unknown to make more money while it can still make money at this time.</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>28 billion rights issue! The securities \"first brother\" collapsed himself first</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\">\n28 billion rights issue! The securities \"first brother\" collapsed himself first\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time smaller\">2022-01-15 08:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>If you buy and hold some companies, you will receive dividends every year, but if you buy some companies, not only will you have no money to give away, but you will have to ask you for money.</p><p>Last night, the brokerage \"first brother\"<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>The 11-month \"money-asking\" plan was officially implemented, with a share allotment scale of 28 billion, exceeding<a href=\"https://laohu8.com/S/600999\">China Merchants Securities</a>The 12.7 billion yuan allotment in 2020 has become the largest allotment financing in the brokerage industry.</p><p><b>The rights issue has always had a short-term negative impact on the stock price. For the shareholders who hold it, \"being beaten\" is definitely indispensable, and they have to consider whether to participate in the rights issue.</b></p><p><img src=\"https://static.tigerbbs.com/9d857b3724e40eef11047ff3e34d8434\" tg-width=\"553\" tg-height=\"280\" referrerpolicy=\"no-referrer\"/></p><p>(Data source: Choice,<a href=\"https://laohu8.com/S/06030\">CITIC Securities</a>Time-sharing trend)</p><p>In early trading today, CITIC Securities did not unexpectedly gap open low by 3%, and went all the way to the dark, dragging all the \"younger brothers\" in the entire securities sector into the water. If the Shanghai Composite Index underperformed the GEM Index today, it must have CITIC Securities' \"credit\". As of the close, CITIC Securities fell 5%, almost closing at the lowest level, and the securities sector fell 2.38%.</p><p>In the memory of most old investors, CITIC Securities is the big brother in the industry. In 2015, CITIC Securities was arrogant and once became the largest brokerage giant in Asia and the fourth largest brokerage giant in the world. However, six years later, it was actually pulled down by Dongcai in China.</p><p>The market value of CITIC Securities was changed in June this year<a href=\"https://laohu8.com/S/300059\">Oriental Fortune</a>Surpassing and falling to the second place, although Oriental Fortune has fallen back some these days, its market value still exceeds that of CITIC Securities by a lot.</p><p>With this huge allotment of 28 billion yuan, can Brother Yi save his dignity?</p><p><i><b>01、</b></i><b>Who has the rights issue benefited?</b></p><p><b>For CITIC Securities itself, rights issue is a more appropriate refinancing method at present. On the one hand, it can directly obtain large amounts of financing from the market, on the other hand, it does not dilute the equity of the controlling shareholder.</b></p><p>The allotment is directly directed to all old shareholders, so the financial pressure shared by each investor will be much smaller. In addition, the equity ratio of major shareholders of CITIC Securities is already very low, and direct allotment of shares will not dilute equity. From the third quarter, the proportion of equity held by the major shareholder CITIC Co., Ltd. is not high, accounting for only 15.47%.</p><p>In this allocation, CITIC Securities raised about 28 billion in this allotment, of which 23 billion was raised in A-share allotment and 5 billion in H-share allotment.</p><p>If 28 billion yuan is raised, it is equivalent to directly supplementing 28 billion yuan of net cash assets. The company's net assets at the end of 2021 will be 209.1 billion, which will exceed 237 billion after the allotment is completed, and the gap behind the second-place Haitong will exceed 70 billion.</p><p>In the brokerage industry, total assets are undoubtedly the most important way to consider, so this allotment of shares will greatly increase the asset scale of CITIC Securities, thus further consolidating its leading position in the industry.</p><p><b>However, the rights issue may have short-term negative effects for investors. On the one hand, after the rights issue, the stock price is diluted, and the number of stocks in circulation will increase. On the other hand, if you do not participate in the allotment, the lower the allotment price, the more you will lose.</b></p><p>According to the announcement, the rights issue will be allotted to all A-share shareholders at a ratio of 1.5 shares for every 10 shares. The allotment price is 14.43 yuan per share, which is lower than the previous day's closing price of 26.36 yuan, which is equivalent to a 55% discount.</p><p>If you have 100 shares of CITIC Securities in your hand, then you have the pre-emptive right to subscribe for 15 shares in this allotment. Of course, you can also give up the subscription right for these 15 shares, that is, give up the allotment.</p><p>For shareholders who haven't sold their holdings, if they don't participate in the rights issue, they will have to bear a loss of 6%. Then the question is. Now that there has been a certain decline, is CITIC Securities still worth allocating?</p><p>In the short term, the stock price fell by 5% today. The stock price opened on Monday and fell directly to around the price of 24.8 yuan after the ex-rights allotment. According to the closing price of 25.03, it was a drop of less than 1%. In other words, if you have been \"beaten\" today and haven't sold, and you don't want to pay for the allotment of shares, you will lose another 1% at most.</p><p>As for whether it is optimistic in the future, it has to test investors' beliefs.</p><p><i><b>02、</b></i><b>Challenged</b></p><p><b>The worst thing about CITIC Securities being \"hacked\" is its reverse indicator.</b></p><p>Last year's vigorous big white horse market, CITIC Securities will<a href=\"https://laohu8.com/S/600519\">Kweichow Moutai</a>The target price is set at 3,000 yuan, and the stock price of Kweichow Moutai rose 5.9% that day, which is also the last positive line before the stock price of Kweichow Moutai peaks.</p><p>Everyone knows the story since then. Moutai has fallen 35% in just over half a year. The latest stock price is 1,662 yuan, and its market value has evaporated by 11,000 yuan.</p><p>Last July,<a href=\"https://laohu8.com/S/300750\">Ningde era</a>Driving wildly and rising all the way, CITIC Securities released a research report on July 30, saying that it maintains the buy rating of CATL, with a target price of 754 yuan per share in 2023. Compared with the closing price of 556.8 yuan on the 29th, it is 35% higher. However, unfortunately, Ningwang hit a record high in intraday trading on the 30th, but closed down 1.15% in a single day, and started the road to a pullback/retracement, during which it once fell below 470 yuan.</p><p><b>It is not enough to look at long targets, but bearish targets seem to have influence.</b></p><p><a href=\"https://laohu8.com/S/600927\">Yongan Futures</a>It was listed at an issue price of 17.97 yuan on December 23, 2021. After listing, it rose by the daily limit for 6 consecutive days. It hit the highest price of 41.69 yuan on December 30, and its market value once exceeded 60 billion yuan. Subsequently, on December 31, Yongan Futures experienced a daily limit adjustment, and CITIC Securities released a research report on January 3, 2022 to step on Yongan Futures again, saying that the stock price had 35% downside. As a result, \"Qimao\" crashed again at the opening of the New Year.</p><p><img src=\"https://static.tigerbbs.com/5fccb088cf8458fdf5b2f6011ef62c62\" tg-width=\"553\" tg-height=\"280\" referrerpolicy=\"no-referrer\"/></p><p>(Data source: Choice, Yongan Futures time-sharing trend)</p><p>Unfortunately, today's intraday daily limit of Yongan Futures closed at 34.41, an increase of 8.27%. It seems that it is much far away from the bearish target price of CITIC Securities in 22 yuan.</p><p>Ningde, Moutai, etc. are undoubtedly very excellent companies in various tracks, and the valuation of Yongan Futures is not a cheap target. However, when CITIC Securities gives the target price, sometimes the luck is a bit bad, resulting in the short-term loss of some accuracy.</p><p><b>The deviation from the target price is not limited to these tickets that are widely talked about by investors. Of course, there are also drastic changes in the macro environment and the deviation from the main line of market speculation behind this. It's just a coincidence that the \"first brother\" encountered it.</b></p><p>In addition to the hacking of direction indicators, the company's market value has been lagging behind Oriental Fortune recently. 50 securities firms with a total market value of 4 trillion. The wealth of Oriental, the first brother of the brokerage firm, is 334 billion, which is 10.4 billion higher than that of CITIC Securities. What you need to know is that during the 2015 bull market, when CITIC's historical stock price was the highest, its market value was close to 400 billion. At that time, Dongcai was less than 50 billion, and its market value ranked outside the 20th place. The former was 8 times that of the latter.</p><p><b>Of course, in the same industry, the mentality of holding Dongcai and CITIC is quite different.</b>Since Dongcai went public in 2010, the cumulative increase has been 32 times, while CITIC has less than doubled during the same period. In 2021, Dongcai will rise by 44%, while CITIC Securities will fall by 9%.</p><p>Without comparison, there is no harm. It can be seen that investors holding CITIC Securities are very puzzled.</p><p><i><b>03、</b></i><b>A lean camel is bigger than a horse</b></p><p>While market cap is temporarily lagging behind, Big Brother<b>CITIC's fundamentals are relatively solid.</b></p><p>Just the day before the allotment announcement was released yesterday, CITIC Securities also showed its \"muscles\" to investors. The company released its 2021 annual performance report, in which revenue was 76.5 billion yuan, a year-on-year increase of 40.8%, net profit attributable to the parent company was 23 billion yuan, a year-on-year increase of 54.2%, and ROE, which value investors are more concerned about, was 12.01%, a year-on-year increase of 3.58 percentage points.</p><p><img src=\"https://static.tigerbbs.com/2780f5270ca95f901cd5683b4cb812fe\" tg-width=\"410\" tg-height=\"285\" referrerpolicy=\"no-referrer\"/></p><p>(Data source:<a href=\"https://laohu8.com/S/300033\">Straight flush</a>, CITIC Securities Performance Express)</p><p>The company's revenue in the fourth quarter alone was approximately 18.8 billion yuan, a year-on-year increase of more than 50%, and the net profit attributable to the parent was 5.3 billion yuan, a year-on-year increase of more than double. Based on this calculation, the company's fourth-quarter performance greatly exceeded expectations.</p><p><b>The exceeding expectations was mainly due to the rising market sentiment in the fourth quarter, the rapid development of derivatives business, and the high year-on-year increase in investment banking business and other business income.</b></p><p>In addition, many indicators of CITIC Securities are still in the forefront, and the position of Big Brother is not easy to shake.</p><p>In 2021, the IPO scale of CITIC Securities will be 85 billion, a year-on-year increase of 88%, ranking first in the industry; The number of IPOs is 68, an increase of 27 from last year, ranking first in the industry. The refinancing scale was 253.9 billion, a year-on-year increase of 40%, ranking first in the industry. Bond underwriting was 1,563.4 billion, +20% year-on-year, ranking first in the industry. The net income of the asset management business in the third quarter still ranked first, with an increase of more than 64%.</p><p><img src=\"https://static.tigerbbs.com/c4069729236c1f8455fca314d212fcb6\" tg-width=\"408\" tg-height=\"279\" referrerpolicy=\"no-referrer\"/></p><p>(Data source: AVIC Securities, growth rate of asset management business of listed securities firms)</p><p>Capital intermediary business accounts for the vast majority of this large financing purpose. Of the 28 billion yuan of funds, the company will use no more than 19 billion yuan for capital intermediary business.</p><p>Intermediary businesses generally include margin financing and securities lending, stock pledge, income swap, equity derivatives, commodity derivatives, market-making transactions, cross-border transactions, etc.</p><p><img src=\"https://static.tigerbbs.com/c35cd2dac3004171044926b7426dc8e6\" tg-width=\"458\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/></p><p>(Data source:<a href=\"https://laohu8.com/S/002736\">Guosen Securities</a>, income structure of each business of CITIC Securities)</p><p>Judging from the company's past business income structure, the company's business is becoming more and more balanced. The proportion of the company's traditional brokerage business is decreasing year by year, while the proportion of intermediary business has become an important business growth point of the company.</p><p>Generally speaking, the capital intermediary business has the characteristics of extensive customers, rich products, stable interest rate spreads and controllable risks, and is the business direction that the company has focused on cultivating in recent years. The pilot of market-making transactions on the Science and Technology Innovation Board is just around the corner, and the company's growth is guaranteed by funds.</p><p><b>Some institutions predict that the company's rights issue is mainly used to develop capital intermediary business. The intermediary business is mainly over-the-counter derivatives business and financing business, both of which are high-quality businesses with relatively neutral risks and high ROA. The rights issue will bring about 0.8% short-term direct impact, but the company's ROE is expected to rise to 12% in 2023 after the rights issue fundraising is put into operation.</b></p><p>Looking at it this way, the status of the company's \"first brother\" can still be maintained.</p><p><i><b>04、</b></i><b>epilogue</b></p><p>Large-scale rights issue fundraising hurts shareholders the most. Although it has fallen sharply today and almost erased the gap, the final ex-rights price is still higher than the closing price.<b>There is still room for adjustment in a short time.</b></p><p><b>But in the long run, the fundamentals of \"First Brother\" are still relatively solid. The large amount of money raised by the rights issue will undoubtedly improve the company's asset quality and asset scale, and then build an aircraft carrier-level securities firm.</b></p><p>As for whether it is true or not, the company's management has the foresight to make some judgments on the securities market, and it is unknown to make more money while it can still make money at this time.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26ca889a3e1a80f90c55621f8f5d7c3a","relate_stocks":{"161027":"证券"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140376268","content_text":"有些公司你买入持有，每年还有分红送钱，可是有些公司你买入了，不但没钱送，反而还得向你要钱。昨晚，券商“一哥”中信证券历时11个月的“要钱”计划正式落地，280亿的配股规模，超过招商证券2020年的127亿元配股，成为券商行业最大的一次配股融资。配股向来都会对股价带来短期负面影响，对于持有的股民来说，“挨打”肯定是少不了，还得考虑是否参与配股。（数据来源：Choice，中信证券分时走势）今日早盘，中信证券不出意外的跳空低开3%，而且一路走到黑，把整个证券板块一众“小弟”拖下水，要是说上证指数今日跑输创业板指数，肯定有中信证券的“功劳”。截至收盘，中信证券下跌5%，几乎收在最低位，证券板块下跌2.38%。在多数老股民记忆里，中信证券都是行业内的老大哥，遥想2015年，中信证券不可一世，一度成为亚洲第一大，全球第四大券商巨头，而6年过去了，在国内竟被东财拉下马来。中信证券市值在今年6月被东方财富超越，落到第二，尽管东方财富这些天有些回落，但市值依然超中信证券不少。这次280亿的巨额配股，一哥能挽回自己的尊严吗？01、配股利好了谁？对于中信证券自身来说，配股是当前比较合适的再融资方式。一方面可以直接从市场上获取大额融资，另一方面又不稀释控股股东的股权。配股直接面向全体老股东，那么分担到每个投资者的资金压力就会小很多。另外，中信证券大股东股权占比本来就很低，直接配股不会稀释股权。从三季度看，大股东中信有限公司持有股权比例并不高，只占15.47%。这次配资，中信证券本次配股募集大概280亿，其中，A股配股募230亿，H股配股募集50亿。如果募集资金280亿元，那么相当于直接补充了280亿元现金净资产。公司2021年底净资产2091亿，配股完成后将超2370亿，较第二名海通差距将超700亿。在券商行业，总资产无疑是最重要的考量方式，所以这次配股募资，将大幅提升中信证券的资产规模，从而进一步巩固在行业内的龙头地位。不过，配股对于投资者来说，可能会带来短期负面影响。一方面，配股之后，股价被稀释，流通中股票就会增多。另一方面，如果不参与配股的话，配股价越低，那就等于要亏越多。根据公告，配股按照每10股配售1.5股的比例向全体A股股东配售。配股价格为14.43元/股，比前一日收盘价26.36元低，相当打了55折发行。如果你手里有100股中信证券，那么这次配股你有15股的优先认购权，当然，你也可以放弃这15股的认购权，也就是弃配。对于还没有抛售持有的股民来说，如果不参与配股的话，就得承受6%的亏损，那问题来了，现在已经有一定跌幅了，中信证券还值得配吗？短期来看，今日股价大跌5%，股价周一开盘再来个情绪啥，直接就跌到配股除权后的价格24.8元附近，按照收盘价25.03计算，也就不到1%的跌幅。也就是说，今天“挨打”了还没抛售，又不想交钱配股，最多也就是再损失1%。至于后面是否看好，就得考验投资者信仰了。02、备受挑战中信证券被“黑”的最惨的莫过于它的反向指标。去年轰轰烈烈的大白马行情，中信证券在2月10日将贵州茅台目标价定为3000元，而当天贵州茅台股价大涨5.9%，这也是贵州茅台股价见顶之前的最后一根阳线。此后的故事大家也都知道了，茅台短短半年多大跌35%，股价最新1662元，市值蒸发1.1万。去年7月，宁德时代开车狂飙，一路涨不停，中信证券7月30日发布研报称，维持宁德时代买入评级，2023年目标价为754元/股。相较于29日收盘价的556.8元相比，还要高出35%。不过，很不凑巧，宁王30日盘中创下历史新高，但单日收跌1.15%，并开启了回撤之路，且期间一度跌破470元。看多目标不行，而看空目标好像又有影响力。永安期货2021年12月23日以17.97元的发行价上市，上市后连续6日涨停，至12月30日触及最高价41.69元，市值一度超600亿元。随后12月31日永安期货出现跌停调整，而中信证券2022年1月3日发布研报再踩永安期货一脚，称股价有35%下行空间。结果，“期茅”新年开盘再次闪崩。（数据来源：Choice，永安期货分时走势）不巧的是，今日永安期货盘中一度涨停，报收34.41，涨幅8.27%，看来距离中信证券的看空目标价22元，好像又远了不少。宁德、茅台等无疑都是各赛道的非常优秀的公司，而永安期货估值也是不便宜的标的，只是中信证券给出的目标价的时候，有时运气就是有点背，导致短期失去了一些准头。方向偏离目标价还不仅限于这些股民广为津津乐道的票，当然这背后固然也有宏观环境和市场炒作主线偏离等因素的剧烈变化有关，只是好巧不巧，偏偏“一哥”就遇上了。除了方向指标被黑，公司市值近来一直落后于东方财富。50家券商，总市值4万亿。券商一哥东方财富3340亿，高出中信证券104亿。要知道的是，2015大牛市时，中信历史股价最高时，市值逼近4000亿，那时东财不足500亿，市值排名20名开外，前者是后者的8倍。当然，同样的行业，持有东财和中信的心态却大相径庭。东财2010年上市至今，累计涨幅32倍，同期中信上涨不到1倍。2021年东财上涨44%，中信证券还反而下跌9%。没有对比就没有伤害，可以看出，持有中信证券的投资者表示很纳闷。03、瘦死骆驼比马大虽然市值暂时落后，但老大哥中信的基本面还是比较扎实的。就在昨天发布配股公告的前一天，中信证券还向投资者秀了一下“肌肉”。公司发布2021年度业绩快报，其中营收765亿元，同比增长40.8%，归母净利润230亿元，同比增长54.2%，而价值投资者比较关注的ROE12.01%，同比提升3.58个百分点。（数据来源：同花顺，中信证券业绩快报）公司单单四季度收入大约有188亿元，同比增长超50%，归母净利润53亿，同比增长超1倍。这么一算，公司第四季度业绩大超预期。超预期主要来自第四季度市场景气度上行、衍生品业务快速发展、投行业务、其他业务收入同比高增。此外，中信证券多项指标还是位居前列，老大哥的位置不容易撼动。2021年，中信证券IPO规模850亿，同比增长88%，位居行业第一；IPO家数68家，较去年增加27家，位居行业第一。再融资规模2539亿，同比增长40%，位居行业第一。债券承销15634亿，同比+20%，位居行业第一。资管业务三季度净收入依旧第一，增幅超过64%（数据来源：中航证券，上市券商资管业务增速）对于此次的大笔融资用途中，资本中介业务占据了绝大部分。在280亿元资金中，公司将使用不超190亿元用于资本中介业务。中介业务一般有就是融资融券、股票质押、收益互换、股权衍生品、大宗商品衍生品、做市交易、跨境交易等。（数据来源：国信证券，中信证券各业务收入结构）从公司过往的业务收入结构来看，公司业务越来越均衡。公司传统经纪业务占比逐年降低，而中介业务比列成为公司重要的业务增长点。一般来说，资本中介业务具有客户广泛、产品丰富、利差稳定、风险可控的特征，是公司近年来重点培育的业务方向。科创板做市交易试点在即，公司增长获得资金保障。有机构预测，公司配股主要用于发展资本中介业务，中介业务主要为场外衍生品业务及两融业务，均为风险相对中性且ROA较高的优质业务，配股对公司ROE将带来约0.8%的短期直接影响，但伴随配股募资投入经营后预计2023年公司ROE将升至12%。这么一看，公司“一哥”的地位还是能保住。04、结语大笔配股募资，最伤的还是股民，尽管今天已经大跌，也差不多抹掉差距，但最终除权价依旧高于收盘价，短时间还有一定调整的空间。但长远出发，“一哥”的基本面还是比较扎实，配股募来的大笔钱，毫无疑问将提升公司的资产质量与资产规模，进而打造航母级券商。至于是不是，公司管理层有先见之明，对证券市场的某些判断，趁着这个时候还能搞钱的时候，多搞一点，就不得而知了。","news_type":1,"symbols_score_info":{"161027":0.9}},"isVote":1,"tweetType":1,"viewCount":719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869856053,"gmtCreate":1632274387472,"gmtModify":1676530740593,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/869856053","repostId":"1112620361","repostType":2,"repost":{"id":"1112620361","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":1632268632,"share":"https://ttm.financial/m/news/1112620361?lang=en_US&edition=fundamental","pubTime":"2021-09-22 07:57","market":"sh","language":"zh","title":"Last night and this morning: U.S. stocks rode a \"roller coaster\", gold rose for the second consecutive day","url":"https://stock-news.laohu8.com/highlight/detail?id=1112620361","media":"老虎资讯综合","summary":"导语：①美股接近收平，此前一度全线下跌，道琼斯指数和标普500指数在收盘前回吐涨幅；②热门中概股周二收盘多数上涨，瑞幸盘中一度飙升近19%；③美联储决策日指南，铺垫减码料无悬念，鲍威尔将淡化加息前景。","content":"<p>Lead: ① U.S. stocks were close to flat, after falling across the board before, and the Dow Jones Index and the S&P 500 Index gave up their gains before the close; ② Most of the popular Chinese concept stocks closed up on Tuesday, and Ruixing once soared nearly 19% during the session; ③ The Fed's decision-making day guide, there is no suspense in paving the way for the reduction, and Powell will downplay the prospects for rate hike. Overseas Market</p><p><b>1. Anticlimactic! U.S. stocks ride a \"roller coaster\", the S&P 500 falls below the 50-day moving average</b></p><p>U.S. stocks closed nearly flat after falling across the board at one point, which was negative for real estate developers<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>Concerns about problems, as well as cautious sentiment ahead of the Federal Reserve's policy statement on Wednesday, dampened markets. Trading was volatile, with the Dow Jones and S&P 500 giving up gains before the close and the Nasdaq closing slightly higher.</p><p>The Dow Jones index closed down 0.15%, the S&P 500 index fell 0.08%, and the Nasdaq Composite index rose 0.22%.</p><p><b>2. Most popular Chinese concept stocks closed up on Tuesday. Ruixing once soared nearly 19% during the session.</b></p><p>Most popular Chinese concept stocks closed higher on Tuesday.<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Education rose nearly 6%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>And<a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>Pink orders rose by more than 3%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Up about 3%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>ADR rose more than 2%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 1%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Youdao,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up about 1%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>And<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Rose nearly 0.6% and more than 0.4% respectively,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>And<a href=\"https://laohu8.com/S/JD\">JD.com</a>Fell more than 0.8%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Automobiles fell nearly 0.7%.</p><p>Other Chinese concept stocks rose by more than 19%,<a href=\"https://laohu8.com/S/TEDU\">Dane Technology</a>Up nearly 13%, $Best Group (<a href=\"https://laohu8.com/S/BOTB.UK\">BEST</a>) $rose more than 11%,<a href=\"https://laohu8.com/S/JZXN\">Jiuzi New Energy</a>Rose more than 8%,<a href=\"https://laohu8.com/S/QFIN\">360 Digital</a>Rose more than 7%,<a href=\"https://laohu8.com/S/BEKE\">Shells</a>、<a href=\"https://laohu8.com/S/UXIN\">Youxin</a>Up more than 6%,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Up more than 5%,<a href=\"https://laohu8.com/S/YMM\">Manbang</a>, Tuniu rose more than 4%.</p><p><a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>The stock price closed up more than 3% in the U.S. pink sheet market, and once soared nearly 19% during the session. Earlier, the company announced that it had signed a letter of intent for a settlement of US $187.5 million with the plaintiff's representative in the US class action lawsuit, and had formally submitted a debt restructuring plan for convertible bond creditors to the Cayman court.</p><p><b>3. European stocks closed, worries about the Evergrande crisis eased, European stocks rebounded from the trough of the past two months</b></p><p>European stocks finally rose on Tuesday after their biggest losses in two months, on the back of<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>Contagion fears have eased. The pan-European Stoxx 600 index closed up 4.10 points, or 0.90%, at 458.22 points.</p><p><b>4. Oil prices closed slightly higher, OPEC + strives to increase production to ensure oil supply</b></p><p>Investors' worries about increasingly tight supply even outweighed concerns about China's economic conditions and offset OPEC + 's efforts to increase oil production to meet growing demand. Oil prices closed slightly higher on Tuesday (September 21) after volatile trading.</p><p>As of press time, U.S. WTI crude oil futures for October closed up 35 cents, or 0.50%, at $70.49 per barrel; Brent November futures closed up 77 cents, or 1.04%, at $74.69 a barrel.</p><p><b>5. The collective explosion of precious metals! Gold once rose more than $20</b></p><p>Gold prices rose as concerns about the bankruptcy of China's Evergrande triggered safe-haven buying and the Federal Reserve opened a two-day meeting that could provide clues on the central bank's timetable for cutting back stimulus measures to the U.S. economy.</p><p>At the end of the U.S. market, spot gold closed at $1,774.21 per ounce, up $10.31 or 0.58%, hitting an intraday high of $1,781.66 per ounce, an increase of nearly $24 from the daily low of $1,757.82 per ounce.</p><p>International macro</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2169634081\" target=\"_blank\"><b>Fed Decision Day Guide: There is no suspense in paving the way and reducing the weight, Powell will downplay rate hike's prospects</b></a></p><p>The challenge for Federal Reserve Chairman Jerome Powell this week is how to convince investors that tapering bond purchases is not a precursor to the first rate hike since 2018.</p><p>The Federal Reserve will issue a monetary policy statement at 2 p.m. Eastern Time on Wednesday. It is expected to keep the benchmark interest rate unchanged at a level close to zero and discuss reducing its monthly bond purchases of $1,200.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2169063415\" target=\"_blank\"><b>U.S. House Democrats plan to vote on infrastructure bill next week</b></a></p><p>Democratic leaders in the U.S. House of Representatives plan to vote on an infrastructure bill passed by the Senate next Monday, a move that could exacerbate divisions within the Democratic Party and set back President Joe Biden's economic agenda.</p><p>The vote on the infrastructure bill will almost certainly precede a vote on the broader tax and spending bill, the size and scope of which have been a bone of contention within the Democratic Party over the past few weeks.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2169399076\" target=\"_blank\"><b>U.S. Democrats unveil stopgap spending bill and include provisions to suspend debt ceiling</b></a></p><p>U.S. House Democrats are scheduling a vote on Tuesday on a bill that would suspend the U.S. debt ceiling until December 2022 after the midterm elections and temporarily fund the government to avoid a shutdown at the end of the month. The issue of the debt ceiling is becoming urgent, as the U.S. Treasury Department has warned that it may exhaust accounting measures to avoid default sometime in October. But Republicans have vowed to block a suspension of the debt ceiling in the Senate as long as Democrats move ahead with their package of tax hikes and spending bills.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2169634704\" target=\"_blank\"><b>U.S. Treasury Department includes cryptocurrency exchanges in sanctions for the first time allegedly laundering money for ransomware hackers</b></a></p><p>On Tuesday local time, the U.S. Treasury Department announced that it would impose sanctions on a Czech cryptocurrency exchange called Suex for helping criminals who use ransomware attacks to launder money.</p><p>Market View</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2169634410\" target=\"_blank\"><b>The Fed may not announce tapering of bond purchases until November, and rate hike will be until the end of next year</b></a></p><p>A media survey of market participants shows that the Federal Reserve will announce a tapering of bond purchases, but not this week. A media survey of 32 market participants showed that they expected the Fed to announce a tapering of $120 billion in monthly asset purchases in November and officially begin tapering in December. The Fed is expected to cut its purchases by $15 billion a month. The first rate hike is not expected to come until the end of next year, according to the survey.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2169637520\" target=\"_blank\"><b>\"Dr. Doom\" Roubini predicts that the world will fall into a debt trap and there is no hope of normalizing interest rates</b></a><b></b></p><p>Roubini, the \"Doctor Doom\" who is famous for accurately predicting the subprime mortgage crisis in 2008, has a new theory. He predicted that the world seemed to repeat the same mistakes after the epidemic.</p><p>\"I'm afraid we're going to fall into a debt trap,\" the chairman and CEO of Roubini Macro Associates said in an interview. \"Given the debt ratio, when<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>When they want to gradually withdraw unconventional monetary policy, there is a risk of collapse in the stock and bond markets, credit markets and the economy. They will fall into a debt trap and policy interest rates cannot be normalized. \"</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2169202639\" target=\"_blank\"><b>Goldman Sachs Chief Global Equity Strategist: Take advantage of the 10% correction in the stock market to return to the market</b></a></p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Peter Oppenheimer, chief global equity strategist, said investors should take advantage of a 10% market correction to buy stocks.</p><p>\"I think fundamentally, this may be a good time to get back into the stock market,\" Oppenheimer said in an interview on Tuesday. \"Fundamentally, we are still relatively early in this economic cycle,\" he said, with interest rates still low and earnings growth at a \"reasonable\" level despite declining contingency support for the economy.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2169321286\" target=\"_blank\"><b>Can the stock markets of many countries stabilize after the \"Black Monday\" Mid-Autumn Festival \"robbery\"?</b></a></p><p>During the A-share market closed during the Mid-Autumn Festival, the surrounding stock markets continued to trade. On Monday, the risk aversion sentiment in the market was high, and the global market was \"robbed\" and collectively fell. Can it be stable after the \"robbery\"? How big will it be on the A-share market? It has become the focus of attention of all parties. After the global stock market suffered heavy losses on Monday and fell across the board, Tuesday's market gave investors a sigh of relief. Global stock markets rose, stabilized and rebounded.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2169634166\" target=\"_blank\"><b>Luckin Coffee and U.S. Securities Class Action Plaintiff Reach Settlement Intention Discloses Fiscal Year 2020 Report</b></a></p><p>On Tuesday local time, a year after it was delisted by the Nasdaq exchange for financial fraud,<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>Three consecutive announcements disclosed a series of \"milestone\" progress in corporate restructuring.</p><p>Luckin Coffee disclosed that the company has signed a binding letter of intent for settlement with the plaintiff's representative in the U.S. class action lawsuit, agreeing to compensate global investors who purchased the company's shares between May 17, 2019 and July 15, 2020. $187.5 million.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2169631707\" target=\"_blank\"><b>Google spends $2.1 billion to buy a house in Manhattan, breaking the record of \"building king\" after the epidemic in the United States</b></a></p><p>On Tuesday local time,<a href=\"https://laohu8.com/S/GOOG\">Google</a>The announcement stated that the company decided to spend US $2.1 billion to acquire St. John's Pier in Manhattan, new york, further demonstrating the enthusiasm of technology companies to expand physical office areas.</p><p>According to statistics from data company Real Capital Analytics, this transaction is also the highest price for a single-family building transaction in the United States since the beginning of the epidemic, and it also has a place among the most expensive real estate transactions in U.S. history. Google is currently the tenant of this 1.3 million square foot building. The transaction involves a buyout clause in the lease, and the company expects to complete the delivery in January 2022.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2169682726\" target=\"_blank\"><b>Evergrande Automobile announces 320 million share option plan to grant 3,180 technical backbones</b></a></p><p><a href=\"https://laohu8.com/S/00708\">Evergrande Auto</a>It was announced yesterday that the company granted 323.72 million share options to its scientific research and technical employees, equivalent to 3.31% of the company's current issued share capital, with an exercise price of HK $3.9.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2169174637\" target=\"_blank\"><b>Streaming Growth Warning! Disney's intraday dive hits biggest drop in 15 months</b></a></p><p>U.S. entertainment media giant after CEO warned of slowing streaming subscriber growth<a href=\"https://laohu8.com/S/DIS\">Disney</a>The stock price plunged intraday.</p><p>At the Goldman Sachs communication meeting on Tuesday, 21st Eastern Time, Disney CEO Bob Chapek said that in the third quarter of this year ending in September, that is, the fourth quarter of the company's fiscal year 2021, the streaming media platform Disney + will have \"low single digits\" worldwide. Millions \"of paid subscribers.</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2169336466\" target=\"_blank\"><b>COSCO SHIPPING Ports plans to acquire 35% interest in Hamburg container terminal in Germany</b></a></p><p>Major container terminal operators in the PRC<a href=\"https://laohu8.com/S/01199\">COSCO SHIPPING Ports</a>It said on Tuesday that it plans to acquire a 35% interest in Hamburg Container Terminal in Germany at a price of 65 million euros. The seller of the transaction is HHLA, and the target company operates the Tollerort container terminal in the port of Hamburg, Germany. After the transaction is completed, HHLA still holds 65% interest in the target company.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning: U.S. stocks rode a \"roller coaster\", gold rose for the second consecutive day</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning: U.S. stocks rode a \"roller coaster\", gold rose for the second consecutive day\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\">2021-09-22 07:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Lead: ① U.S. stocks were close to flat, after falling across the board before, and the Dow Jones Index and the S&P 500 Index gave up their gains before the close; ② Most of the popular Chinese concept stocks closed up on Tuesday, and Ruixing once soared nearly 19% during the session; ③ The Fed's decision-making day guide, there is no suspense in paving the way for the reduction, and Powell will downplay the prospects for rate hike. Overseas Market</p><p><b>1. Anticlimactic! U.S. stocks ride a \"roller coaster\", the S&P 500 falls below the 50-day moving average</b></p><p>U.S. stocks closed nearly flat after falling across the board at one point, which was negative for real estate developers<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>Concerns about problems, as well as cautious sentiment ahead of the Federal Reserve's policy statement on Wednesday, dampened markets. Trading was volatile, with the Dow Jones and S&P 500 giving up gains before the close and the Nasdaq closing slightly higher.</p><p>The Dow Jones index closed down 0.15%, the S&P 500 index fell 0.08%, and the Nasdaq Composite index rose 0.22%.</p><p><b>2. Most popular Chinese concept stocks closed up on Tuesday. Ruixing once soared nearly 19% during the session.</b></p><p>Most popular Chinese concept stocks closed higher on Tuesday.<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Education rose nearly 6%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>And<a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>Pink orders rose by more than 3%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Up about 3%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>ADR rose more than 2%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 1%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Youdao,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up about 1%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>And<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Rose nearly 0.6% and more than 0.4% respectively,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>And<a href=\"https://laohu8.com/S/JD\">JD.com</a>Fell more than 0.8%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Automobiles fell nearly 0.7%.</p><p>Other Chinese concept stocks rose by more than 19%,<a href=\"https://laohu8.com/S/TEDU\">Dane Technology</a>Up nearly 13%, $Best Group (<a href=\"https://laohu8.com/S/BOTB.UK\">BEST</a>) $rose more than 11%,<a href=\"https://laohu8.com/S/JZXN\">Jiuzi New Energy</a>Rose more than 8%,<a href=\"https://laohu8.com/S/QFIN\">360 Digital</a>Rose more than 7%,<a href=\"https://laohu8.com/S/BEKE\">Shells</a>、<a href=\"https://laohu8.com/S/UXIN\">Youxin</a>Up more than 6%,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Up more than 5%,<a href=\"https://laohu8.com/S/YMM\">Manbang</a>, Tuniu rose more than 4%.</p><p><a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>The stock price closed up more than 3% in the U.S. pink sheet market, and once soared nearly 19% during the session. Earlier, the company announced that it had signed a letter of intent for a settlement of US $187.5 million with the plaintiff's representative in the US class action lawsuit, and had formally submitted a debt restructuring plan for convertible bond creditors to the Cayman court.</p><p><b>3. European stocks closed, worries about the Evergrande crisis eased, European stocks rebounded from the trough of the past two months</b></p><p>European stocks finally rose on Tuesday after their biggest losses in two months, on the back of<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>Contagion fears have eased. The pan-European Stoxx 600 index closed up 4.10 points, or 0.90%, at 458.22 points.</p><p><b>4. Oil prices closed slightly higher, OPEC + strives to increase production to ensure oil supply</b></p><p>Investors' worries about increasingly tight supply even outweighed concerns about China's economic conditions and offset OPEC + 's efforts to increase oil production to meet growing demand. Oil prices closed slightly higher on Tuesday (September 21) after volatile trading.</p><p>As of press time, U.S. WTI crude oil futures for October closed up 35 cents, or 0.50%, at $70.49 per barrel; Brent November futures closed up 77 cents, or 1.04%, at $74.69 a barrel.</p><p><b>5. The collective explosion of precious metals! Gold once rose more than $20</b></p><p>Gold prices rose as concerns about the bankruptcy of China's Evergrande triggered safe-haven buying and the Federal Reserve opened a two-day meeting that could provide clues on the central bank's timetable for cutting back stimulus measures to the U.S. economy.</p><p>At the end of the U.S. market, spot gold closed at $1,774.21 per ounce, up $10.31 or 0.58%, hitting an intraday high of $1,781.66 per ounce, an increase of nearly $24 from the daily low of $1,757.82 per ounce.</p><p>International macro</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2169634081\" target=\"_blank\"><b>Fed Decision Day Guide: There is no suspense in paving the way and reducing the weight, Powell will downplay rate hike's prospects</b></a></p><p>The challenge for Federal Reserve Chairman Jerome Powell this week is how to convince investors that tapering bond purchases is not a precursor to the first rate hike since 2018.</p><p>The Federal Reserve will issue a monetary policy statement at 2 p.m. Eastern Time on Wednesday. It is expected to keep the benchmark interest rate unchanged at a level close to zero and discuss reducing its monthly bond purchases of $1,200.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2169063415\" target=\"_blank\"><b>U.S. House Democrats plan to vote on infrastructure bill next week</b></a></p><p>Democratic leaders in the U.S. House of Representatives plan to vote on an infrastructure bill passed by the Senate next Monday, a move that could exacerbate divisions within the Democratic Party and set back President Joe Biden's economic agenda.</p><p>The vote on the infrastructure bill will almost certainly precede a vote on the broader tax and spending bill, the size and scope of which have been a bone of contention within the Democratic Party over the past few weeks.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2169399076\" target=\"_blank\"><b>U.S. Democrats unveil stopgap spending bill and include provisions to suspend debt ceiling</b></a></p><p>U.S. House Democrats are scheduling a vote on Tuesday on a bill that would suspend the U.S. debt ceiling until December 2022 after the midterm elections and temporarily fund the government to avoid a shutdown at the end of the month. The issue of the debt ceiling is becoming urgent, as the U.S. Treasury Department has warned that it may exhaust accounting measures to avoid default sometime in October. But Republicans have vowed to block a suspension of the debt ceiling in the Senate as long as Democrats move ahead with their package of tax hikes and spending bills.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2169634704\" target=\"_blank\"><b>U.S. Treasury Department includes cryptocurrency exchanges in sanctions for the first time allegedly laundering money for ransomware hackers</b></a></p><p>On Tuesday local time, the U.S. Treasury Department announced that it would impose sanctions on a Czech cryptocurrency exchange called Suex for helping criminals who use ransomware attacks to launder money.</p><p>Market View</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2169634410\" target=\"_blank\"><b>The Fed may not announce tapering of bond purchases until November, and rate hike will be until the end of next year</b></a></p><p>A media survey of market participants shows that the Federal Reserve will announce a tapering of bond purchases, but not this week. A media survey of 32 market participants showed that they expected the Fed to announce a tapering of $120 billion in monthly asset purchases in November and officially begin tapering in December. The Fed is expected to cut its purchases by $15 billion a month. The first rate hike is not expected to come until the end of next year, according to the survey.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2169637520\" target=\"_blank\"><b>\"Dr. Doom\" Roubini predicts that the world will fall into a debt trap and there is no hope of normalizing interest rates</b></a><b></b></p><p>Roubini, the \"Doctor Doom\" who is famous for accurately predicting the subprime mortgage crisis in 2008, has a new theory. He predicted that the world seemed to repeat the same mistakes after the epidemic.</p><p>\"I'm afraid we're going to fall into a debt trap,\" the chairman and CEO of Roubini Macro Associates said in an interview. \"Given the debt ratio, when<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>When they want to gradually withdraw unconventional monetary policy, there is a risk of collapse in the stock and bond markets, credit markets and the economy. They will fall into a debt trap and policy interest rates cannot be normalized. \"</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2169202639\" target=\"_blank\"><b>Goldman Sachs Chief Global Equity Strategist: Take advantage of the 10% correction in the stock market to return to the market</b></a></p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Peter Oppenheimer, chief global equity strategist, said investors should take advantage of a 10% market correction to buy stocks.</p><p>\"I think fundamentally, this may be a good time to get back into the stock market,\" Oppenheimer said in an interview on Tuesday. \"Fundamentally, we are still relatively early in this economic cycle,\" he said, with interest rates still low and earnings growth at a \"reasonable\" level despite declining contingency support for the economy.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2169321286\" target=\"_blank\"><b>Can the stock markets of many countries stabilize after the \"Black Monday\" Mid-Autumn Festival \"robbery\"?</b></a></p><p>During the A-share market closed during the Mid-Autumn Festival, the surrounding stock markets continued to trade. On Monday, the risk aversion sentiment in the market was high, and the global market was \"robbed\" and collectively fell. Can it be stable after the \"robbery\"? How big will it be on the A-share market? It has become the focus of attention of all parties. After the global stock market suffered heavy losses on Monday and fell across the board, Tuesday's market gave investors a sigh of relief. Global stock markets rose, stabilized and rebounded.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2169634166\" target=\"_blank\"><b>Luckin Coffee and U.S. Securities Class Action Plaintiff Reach Settlement Intention Discloses Fiscal Year 2020 Report</b></a></p><p>On Tuesday local time, a year after it was delisted by the Nasdaq exchange for financial fraud,<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>Three consecutive announcements disclosed a series of \"milestone\" progress in corporate restructuring.</p><p>Luckin Coffee disclosed that the company has signed a binding letter of intent for settlement with the plaintiff's representative in the U.S. class action lawsuit, agreeing to compensate global investors who purchased the company's shares between May 17, 2019 and July 15, 2020. $187.5 million.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2169631707\" target=\"_blank\"><b>Google spends $2.1 billion to buy a house in Manhattan, breaking the record of \"building king\" after the epidemic in the United States</b></a></p><p>On Tuesday local time,<a href=\"https://laohu8.com/S/GOOG\">Google</a>The announcement stated that the company decided to spend US $2.1 billion to acquire St. John's Pier in Manhattan, new york, further demonstrating the enthusiasm of technology companies to expand physical office areas.</p><p>According to statistics from data company Real Capital Analytics, this transaction is also the highest price for a single-family building transaction in the United States since the beginning of the epidemic, and it also has a place among the most expensive real estate transactions in U.S. history. Google is currently the tenant of this 1.3 million square foot building. The transaction involves a buyout clause in the lease, and the company expects to complete the delivery in January 2022.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2169682726\" target=\"_blank\"><b>Evergrande Automobile announces 320 million share option plan to grant 3,180 technical backbones</b></a></p><p><a href=\"https://laohu8.com/S/00708\">Evergrande Auto</a>It was announced yesterday that the company granted 323.72 million share options to its scientific research and technical employees, equivalent to 3.31% of the company's current issued share capital, with an exercise price of HK $3.9.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2169174637\" target=\"_blank\"><b>Streaming Growth Warning! Disney's intraday dive hits biggest drop in 15 months</b></a></p><p>U.S. entertainment media giant after CEO warned of slowing streaming subscriber growth<a href=\"https://laohu8.com/S/DIS\">Disney</a>The stock price plunged intraday.</p><p>At the Goldman Sachs communication meeting on Tuesday, 21st Eastern Time, Disney CEO Bob Chapek said that in the third quarter of this year ending in September, that is, the fourth quarter of the company's fiscal year 2021, the streaming media platform Disney + will have \"low single digits\" worldwide. Millions \"of paid subscribers.</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2169336466\" target=\"_blank\"><b>COSCO SHIPPING Ports plans to acquire 35% interest in Hamburg container terminal in Germany</b></a></p><p>Major container terminal operators in the PRC<a href=\"https://laohu8.com/S/01199\">COSCO SHIPPING Ports</a>It said on Tuesday that it plans to acquire a 35% interest in Hamburg Container Terminal in Germany at a price of 65 million euros. The seller of the transaction is HHLA, and the target company operates the Tollerort container terminal in the port of Hamburg, Germany. After the transaction is completed, HHLA still holds 65% interest in the target company.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112620361","content_text":"导语：①美股接近收平，此前一度全线下跌，道琼斯指数和标普500指数在收盘前回吐涨幅；②热门中概股周二收盘多数上涨，瑞幸盘中一度飙升近19%；③美联储决策日指南，铺垫减码料无悬念，鲍威尔将淡化加息前景。\n\n海外市场\n1、虎头蛇尾！美股坐上“过山车”、标普500跌破50日均线\n美股接近收平，此前一度全线下跌，对房地产开发商中国恒大问题的担忧，以及美联储周三政策声明发布前的谨慎情绪，抑制了市场。交投震荡，道琼斯指数和标普500指数在收盘前回吐涨幅，纳斯达克指数小幅收高。\n道琼斯指数收盘跌0.15%，标普500指数跌0.08%，纳斯达克综合指数上涨0.22%。\n2、热门中概股周二收盘多数上涨 瑞幸盘中一度飙升近19%\n热门中概股周二收盘多数上涨，高途教育涨近6%，新东方和瑞幸咖啡粉单涨超3%，好未来涨约3%，腾讯ADR涨超2%，哔哩哔哩、百度涨超1%，网易有道、拼多多涨约1%，理想汽车和小鹏汽车分别涨近0.6%和逾0.4%，阿里巴巴和京东跌超0.8%，蔚来汽车跌近0.7%。\n其他中概股上为涨超19%，达内科技涨近13%，$百世集团(BEST)$涨超11%，九紫新能涨超8%，360数科涨超7%，贝壳、优信涨超6%，高途涨超5%，满帮、途牛涨超4%。\n瑞幸咖啡股价在美国粉单市场收涨超3%，盘中一度飙升近19%。此前该公司发布公告，称与美国集体诉讼的原告代表签署了1.875亿美元的和解意向书，并已向开曼法院正式提交了对可转债债权人的债务重组方案。\n3、欧股收盘恒大危机忧虑缓解 欧股从近2个月低谷反弹\n欧洲股市在经历了两个月来的最大跌幅后周二终于实现上涨，原因是对中国恒大危机蔓延的担忧有所缓解。泛欧斯托克600指数收盘上涨4.10点，涨幅0.90%，报458.22点。\n4、油价小幅收高 欧佩克+努力增产确保石油供应\n投资者对供应日益紧张的担忧甚至超过了对中国经济状况的担忧，也抵消了欧佩克+努力增加石油生产以满足不断增长的需求，周二(9月21日)油价在震荡交易后小幅收高。\n截至发稿，美国WTI原油10月期货收涨35美分，涨幅0..50%，报70.49美元/桶；布伦特11月期货收涨77美分，涨幅1.04%，报74.69美元/桶。\n5、贵金属集体大爆发！黄金一度拉升逾20美元\n金价上涨，因对中国恒大破产的担忧引发避险买盘，美联储开启为期两天的会议，可能为央行削减对美国经济刺激措施的时间表提供线索。\n美市尾盘，现货黄金收报1774.21美元/盎司，上涨10.31美元或0.58%，盘中最高触及1781.66美元/盎司，较日低1757.82美元/盎司回升近24美元。\n国际宏观\n1、美联储决策日指南：铺垫减码料无悬念 鲍威尔将淡化加息前景\n美联储主席杰罗姆·鲍威尔本周面临的挑战是，如何说服投资者相信减码购债并非2018年以来首次加息的前兆。\n美联储将于美东时间周三下午2点发布货币政策声明，预计会维持基准利率在接近于零的水平不变并讨论缩减每月1200美元的购债规模。\n2、美国众议院民主党人计划下周对基建法案进行投票\n美国众议院民主党领袖们计划在下周一对参议院通过的基础设施法案进行投票，此举可能加剧民主党内的分歧，并令总统乔·拜登的经济议程面临挫折。\n基建法案的投票几乎肯定会在更广泛的税收和支出法案投票之前进行，在过去几周里，后者的规模和范围一直是民主党内争论的焦点。\n3、美国民主党公布权宜支出法案 并纳入暂停债务上限条款\n美国众议院民主党人安排周二对一项法案进行投票，该法案将暂停 美国债务上限直至中期选举后的2022年12月，并临时性为政府提供资金以避免本月底关门。债务上限问题正变得急迫，因 美国财政部已警告说，在10月份的某个时候可能会用尽会计措施来避免违约。但共和党人已经誓言，只要民主党人继续推进他们的一揽子加税和支出法案，就会在参议院阻止暂停债务上限。\n4、美国财政部首度将加密货币交易所纳入制裁 涉嫌为勒索软件黑客洗钱\n当地时间周二，美国财政部发布公告称将对一家名为Suex的捷克加密货币交易所展开制裁，原因是其帮助使用勒索软件攻击的不法分子洗钱。\n市场观点\n1、美联储可能11月才会宣布缩减购债 加息得到明年底\n媒体对市场人士的调查显示，美联储将会宣布缩减购债规模，但不是在本周。媒体对32名市场参与者的调查显示，他们预计美联储将在11月宣布缩减1200亿美元的月度资产购买，并在12月正式开始缩减。美联储预计将每月削减150亿美元的购买量。调查显示，首次加息预计要到明年年底才会到来。\n2、“末日博士”鲁比尼预言全球掉入债务陷阱 利率正常化无望\n因准确预测到2008年次贷危机而闻名的“末日博士”鲁比尼又有新论。他预言，疫情后世界似乎又将重蹈覆辙。\n“我担心我们会掉入债务陷阱，”这位Roubini Macro Associates的董事长兼首席执行官在接受采访时表示。“鉴于债务比率，当中央银行想要逐步撤回非常规货币政策时，股债市场，信贷市场和经济都存在崩盘风险，他们将陷入债务陷阱，政策利率无法正常化”。\n3、高盛首席全球股票策略师：乘股市回调10%之机重返市场\n高盛首席全球股票策略师Peter Oppenheimer表示，投资者应该乘市场回调10%之机买入股票。\n“我认为，从基本面来讲，这可能是重回股市的好时机，”Oppenheimer周二在接受采访时表示。他表示，“从基本面来看，我们仍然处于本轮经济周期相对早期的阶段，”尽管对经济的应急支持力度下降，但利率仍处于低位，盈利增长处于“合理”水平。\n4、多国股市遭遇“黑色星期一” 中秋“劫”后能否稳住\n在中秋节A股休市期间，周边股市继续交易。周一，市场避险情绪高涨，全球市场可谓是遇“劫”，集体下挫。“劫”后能否稳住 呢？对A股市场的影响又会有多大？已然成为各方关注的焦点。在周一全球股市遭受重创、全线回落后，周二的市场令投资者稍稍松了口气，全球股市纷纷飘红，企稳反弹。\n公司新闻\n1、瑞幸咖啡与美国证券集体诉讼原告达成和解意向 披露2020财年报告\n当地时间周二，在财务造假被纳斯达克交易所摘牌一年后，瑞幸咖啡连发三则公告披露了一系列公司重组的“里程碑式”进展。\n瑞幸咖啡披露，公司已经与美国集体诉讼的原告代表签订了一份具有约束力的和解意向书，约定向2019年5月17日至2020年7月15日间购买公司股票的全球投资者合计赔偿1.875亿美元。\n2、谷歌斥资21亿美元在曼哈顿买房 刷新美国疫情后“楼王”纪录\n当地时间周二，谷歌发布公告称公司决定斥资21亿美元收购位于纽约曼哈顿的圣约翰码头，进一步展现了科技公司扩张实体办公区域的热情。\n据数据公司Real Capital Analytics统计，这笔交易也是疫情开始后美国独栋建筑交易的最高价，同样在美国历史上最贵房地产交易中亦有一席之地。目前谷歌正是这栋130万平方英尺建筑的租客，此次交易涉及租约中的买断条款，公司预计将在2022年一月份完成交割。\n3、恒大汽车宣布3.2亿股期权计划 授予3180名技术骨干\n恒大汽车于昨日发布公告，该公司向其科研技术员工授予32372万股期权，相当于公司当前已发行股本的3.31%，行权价为3.9港元。\n4、流媒体增长预警！迪士尼盘中跳水创15个月最大跌幅\n在CEO警告流媒体用户增长放缓后，美国娱乐传媒巨头迪士尼股价盘中跳水。\n美东时间21日周二的高盛沟通会议上，迪士尼CEO Bob Chapek称，在截至9月末的今年第三季度、即公司2021财年第四财季，流媒体平台迪士尼+在全球将有“低个位数的百万”付费订阅用户。\n5、中远海运港口计划收购德国汉堡集装箱码头35%权益\n中国主要集装箱码头营运商中远海运港口周二称，计划收购德国汉堡集装箱码头35%权益，作价为6,500万欧元。交易卖方为HHLA，目标公司于德国汉堡港经营Tollerort集装箱码头。交易完成后，HHLA仍持有目标公司65%权益。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,"SGUmain":0.9,"DUST":0.9,"SGCmain":0.9,"GCmain":0.9,"GLD":0.9,"MGCmain":0.9,"NUGT":0.9,"IAU":0.9,"GDX":0.9}},"isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":144413399,"gmtCreate":1626309781711,"gmtModify":1703757529059,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good can buy&nbsp;","listText":"Good can buy&nbsp;","text":"Good can buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/144413399","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 30 subscriptions are secure in one 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>July 15,<a href=\"https://laohu8.com/S/06616\">Global New Materials International</a>Announced that the company sold approximately 290.7 million shares globally, including 29.068 million shares offered in Hong Kong, approximately 261.6 million shares offered internationally, and a 15% over-allotment option; The Offer Price has been determined at HK $3.25 per Offer Share in board lots of 1,000 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 Collation is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/4b76e3a927dd2b5ff976fe7b4e2a799a\" tg-width=\"1059\" tg-height=\"824\"></p><p><b>Distribution result:</b></p><p>Group A has 1,000 shares per lot, and the winning rate of one lot is 25%. If you subscribe for 30 lots, you will be sure to win one lot.</p><p>The head of Group B is 2 million shares (2,000 lots), and 296,000 shares (296 lots) are 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 oversubscribed. The total number of shares subscribed for in the international offering is 302.8 million shares, equivalent to approximately 1.16 times the total number of offer shares initially available for subscription under the international offering. The Hong Kong Offer Shares initially being offered under the Hong Kong Public Offering have been oversubscribed. 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 for subscription under the Hong Kong Public Offering.</p><p>Based on the Offer Price of HK $3.25 per Offer Share, and in accordance with the Cornerstone Investment Agreement, the Cornerstone Investors have subscribed for 27.065 million Offer Shares at the final Offer Price, accounting for approximately 9.31% of the total number of Offer Shares initially available for subscription under the Global Offering (before any over-allotment option is exercised) and approximately 2.32% of the shares issued immediately after the completion of the Global Offering (before any over-allotment option is exercised).</p><p>Based on the Offer Price of HK $3.25 per Offer Share, and assuming that the Over-allotment Option is not exercised, the net proceeds that the Company will receive from the Global Offering are estimated to be approximately HK $879 million. If the over-allotment option is exercised in full, based on the offer price of HK $3.25 per offer share, the additional net proceeds received by the company for the 43.601 million offer shares issued due to the exercise of the over-allotment option 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 30 subscriptions are secure in one 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 30 subscriptions are secure in one 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>July 15,<a href=\"https://laohu8.com/S/06616\">Global New Materials International</a>Announced that the company sold approximately 290.7 million shares globally, including 29.068 million shares offered in Hong Kong, approximately 261.6 million shares offered internationally, and a 15% over-allotment option; The Offer Price has been determined at HK $3.25 per Offer Share in board lots of 1,000 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 Collation is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/4b76e3a927dd2b5ff976fe7b4e2a799a\" tg-width=\"1059\" tg-height=\"824\"></p><p><b>Distribution result:</b></p><p>Group A has 1,000 shares per lot, and the winning rate of one lot is 25%. If you subscribe for 30 lots, you will be sure to win one lot.</p><p>The head of Group B is 2 million shares (2,000 lots), and 296,000 shares (296 lots) are 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 oversubscribed. The total number of shares subscribed for in the international offering is 302.8 million shares, equivalent to approximately 1.16 times the total number of offer shares initially available for subscription under the international offering. The Hong Kong Offer Shares initially being offered under the Hong Kong Public Offering have been oversubscribed. 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 for subscription under the Hong Kong Public Offering.</p><p>Based on the Offer Price of HK $3.25 per Offer Share, and in accordance with the Cornerstone Investment Agreement, the Cornerstone Investors have subscribed for 27.065 million Offer Shares at the final Offer Price, accounting for approximately 9.31% of the total number of Offer Shares initially available for subscription under the Global Offering (before any over-allotment option is exercised) and approximately 2.32% of the shares issued immediately after the completion of the Global Offering (before any over-allotment option is exercised).</p><p>Based on the Offer Price of HK $3.25 per Offer Share, and assuming that the Over-allotment Option is not exercised, the net proceeds that the Company will receive from the Global Offering are estimated to be approximately HK $879 million. If the over-allotment option is exercised in full, based on the offer price of HK $3.25 per offer share, the additional net proceeds received by the company for the 43.601 million offer shares issued due to the exercise of the over-allotment option 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":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034134978,"gmtCreate":1647824113780,"gmtModify":1676534268864,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034134978","repostId":"1109622169","repostType":4,"repost":{"id":"1109622169","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":1647819440,"share":"https://ttm.financial/m/news/1109622169?lang=en_US&edition=fundamental","pubTime":"2022-03-21 07:37","market":"sh","language":"zh","title":"This week's preview | Tencent, Xiaomi, Meituan and other financial reports are coming together!","url":"https://stock-news.laohu8.com/highlight/detail?id=1109622169","media":"老虎资讯综合","summary":"摘要：财经数据方面：关注中国3月LPR利率、美国第四季度经常帐、美国2月耐用品订单月率、美国初请失业金人数和等一些主要经济数据。事件方面：美联储和其他央行官员将发表讲话，继续表明他们对经济复苏和央行政","content":"<p><html><head></head><body><b>Summary:</b></p><p>In terms of financial data: Pay attention to China's LPR interest rate in March, the current account of the United States in the fourth quarter, the monthly rate of durable goods orders in the United States in February, the number of initial jobless claims in the United States, and some major economic data. In terms of events: The Federal Reserve and other central bank officials will deliver speeches to continue to express their views on the economic recovery and central bank policy outlook. In terms of financial reports: A number of Hong Kong and American companies will release financial reports, and the latest results of Tencent, Meituan, Pinduoduo, Xiaomi, Nio, and SenseTime will be announced soon. In terms of new shares: Riel Group, the first mid-to-high-end dental chain, will land on the Hong Kong Stock Exchange on Tuesday.<b>Monday (March 21) Keywords: Chinese March LPR, Pinduoduo financial report, Arrail Group announced winning lottery</b></p><p><img src=\"https://static.tigerbbs.com/766208ed5da1c91cdf871004f98d6288\" tg-width=\"865\" tg-height=\"164\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/bae89f6440d19da2dd52ab0847c90576\" tg-width=\"865\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/>On Monday, investors need to watch out<b>China's quoted one-year and five-year loan market interest rates for the week ending March 21</b>, the market generally expects that the LRP interest rate will most likely remain unchanged in March. In terms of events, pay attention to the speeches of European Central Bank President Christine Lagarde and Atlanta Fed President Bostic.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Will release earnings before the U.S. stock market opens</b>；<a href=\"https://laohu8.com/S/01672\">Ascletis Pharma-B</a>、<a href=\"https://laohu8.com/S/06865\">Follett Glass</a>Will report earnings.</p><p><b>In terms of new shares,<a href=\"https://laohu8.com/S/06639\">Riel Group</a>The winning results will be announced and black market trading will be opened, and it will be officially listed on Tuesday.</b></p><p>Arrail Group is the largest dental medical service provider in China's high-end private dental medical service market, and in terms of revenue in the same period, the company is the third largest dental medical service provider in China's entire private dental medical service market.<b>Tuesday (March 22) Keywords: Federal Reserve Powell speech, Xiaomi financial report</b></p><p><img src=\"https://static.tigerbbs.com/9597f328a3d287c8b4a12d8b18003d76\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><b>On Tuesday, we need to pay attention to the speeches of a number of key officials, including Federal Reserve Chairman Jerome Powell, European Central Bank Vice President Guindos and New York Fed President Williams.</b></p><p>At 2 a.m. on Thursday, March 17, Beijing time, the Federal Reserve raised the target range of the federal benchmark interest rate by 25 basis points to 0.25%-0.5%. This is also the first rate hike since December 2018. At a press conference held after the interest rate meeting, Federal Reserve Chairman Jerome Powell reiterated that fighting inflation is the top priority and downplayed the risk of economic recession, saying that \"the economic situation is strong and can withstand the tightening of monetary policy.\"</p><p>European Central Bank Vice President Guindos recently stated that monetary normalization does not mean immediate rate hike. New York Fed President Williams said in early March that the U.S. economy has not fallen into stagflation and inflation will fall back by the end of the year. This week, we need to continue to pay attention to their views on the economy and the central bank's policy outlook.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/02020\">ANTA Sports</a>、<a href=\"https://laohu8.com/S/01810\">Xiaomi Group-W</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/NKE\">Nike</a>、<a href=\"https://laohu8.com/S/HUYA\">Tiger Tooth</a>Will release earnings.</b></p><p><b>Wednesday (March 23) Keywords: Tencent financial report, U.S. API and EIA crude oil inventory changes</b></p><p><img src=\"https://static.tigerbbs.com/56f8719b95a0769df7035a6d3c39cfc0\" tg-width=\"865\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/424be0a52217af81f1f4e9841394b28c\" tg-width=\"865\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/><b>In terms of data, pay attention to EIA crude oil inventories in the United States for the week ending March 18.</b>EIA crude oil inventories in the United States increased by 4.345 million barrels in the week to March 11, compared with expectations for a decrease of 1.375 million barrels. As the epidemic continues, oil demand is suppressed and inventories may continue to increase.</p><p><b>In terms of events, Federal Reserve Chairman Powell attended the Bank for International Settlements Innovation Conference</b>, discuss the new challenges facing central banks in the digital world.</p><p><b>In terms of financial reports, pay attention to<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、</b><a href=\"https://laohu8.com/S/06862\">Haidilao</a>、<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/02359\">WuXi AppTec</a>、<a href=\"https://laohu8.com/S/ADBE\">Adobe</a><b>Financial Statements</b></p><p><b>Thursday (March 24) Keywords: Nio financial report, U.S. February durable goods orders monthly preliminary value, U.S. initial jobless claims</b></p><p><img src=\"https://static.tigerbbs.com/400021a4c448438271345ef095517303\" tg-width=\"865\" tg-height=\"516\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/240832d687d3a6a245717826e40b4633\" tg-width=\"865\" tg-height=\"74\" referrerpolicy=\"no-referrer\"/><b>In terms of data, pay attention to the current account of the United States in the fourth quarter, the number of initial jobless claims in the United States for the week ending March 19, the initial value of the manufacturing PMI in the United States in March, and the initial monthly rate of durable goods orders in the United States in February.</b></p><p>The initial value of Markit manufacturing PMI in the United States in February was 57.5, higher than the expected 56.0 and a new high since December last year, indicating that commodity production, orders and employment growth have become increasingly stable; The initial value of Markit's services PMI in February was 56.7, which was also higher than the expected 53.0. The initial value of the comprehensive PMI in February was 56.0, higher than the previous month's 51.0. Analysts believe that with the further growth of demand, while U.S. economic growth rebounds sharply, price pressures will rise to historical highs again, which will become the expected basis for the Federal Reserve to accelerate the tightening of monetary policy.</p><p>The number of initial jobless claims in the United States recorded 214,000 in the week to March 12, the lowest since the week of January 1, 2022. Initial jobless claims were the lowest since Jan. 1, again indicating that the 3.8% unemployment rate in the U.S. market is close to full employment.</p><p><b>Event aspect</b>, investors also need to pay attention to the speeches delivered by Chicago Fed President Evans and Atlanta Fed President Bostic.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/NIO\">Nio</a>The financial report will be released after the U.S. stock market closes.<a href=\"https://laohu8.com/S/09961\">Ctrip Group-S</a>Will release earnings.</b></p><p><b>Friday (March 25) Keywords: Meituan, SenseTime's financial report, New York Fed President Williams's speech, the final value of the University of Michigan consumer confidence index in March.</b></p><p><img src=\"https://static.tigerbbs.com/b43a2c132cd1dd9207a54f5cab727ff9\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/61ffea5ccb36a00047c9f7ccb74ee245\" tg-width=\"865\" tg-height=\"142\" referrerpolicy=\"no-referrer\"/><b>Data aspect</b>, the University of Michigan Consumer Confidence Index will be released in March.</p><p><b>Event aspect</b>, pay attention to the speeches of San Francisco Fed President Daly and New York Fed President Williams.</p><p><b>In terms of financial reports, pay attention to<a href=\"https://laohu8.com/S/03690\">Meituan-W</a>、<a href=\"https://laohu8.com/S/00020\">SenseTime-W</a>、<a href=\"https://laohu8.com/S/09866\">Nio-SW</a>、</b><a href=\"https://laohu8.com/S/06185\">CanSino Biologics-B</a><b>Financial report.</b></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This week's preview | Tencent, Xiaomi, Meituan and other financial reports are coming 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; 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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\">\nThis week's preview | Tencent, Xiaomi, Meituan and other financial reports are coming 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\">2022-03-21 07:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary:</b></p><p>In terms of financial data: Pay attention to China's LPR interest rate in March, the current account of the United States in the fourth quarter, the monthly rate of durable goods orders in the United States in February, the number of initial jobless claims in the United States, and some major economic data. In terms of events: The Federal Reserve and other central bank officials will deliver speeches to continue to express their views on the economic recovery and central bank policy outlook. In terms of financial reports: A number of Hong Kong and American companies will release financial reports, and the latest results of Tencent, Meituan, Pinduoduo, Xiaomi, Nio, and SenseTime will be announced soon. In terms of new shares: Riel Group, the first mid-to-high-end dental chain, will land on the Hong Kong Stock Exchange on Tuesday.<b>Monday (March 21) Keywords: Chinese March LPR, Pinduoduo financial report, Arrail Group announced winning lottery</b></p><p><img src=\"https://static.tigerbbs.com/766208ed5da1c91cdf871004f98d6288\" tg-width=\"865\" tg-height=\"164\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/bae89f6440d19da2dd52ab0847c90576\" tg-width=\"865\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/>On Monday, investors need to watch out<b>China's quoted one-year and five-year loan market interest rates for the week ending March 21</b>, the market generally expects that the LRP interest rate will most likely remain unchanged in March. In terms of events, pay attention to the speeches of European Central Bank President Christine Lagarde and Atlanta Fed President Bostic.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Will release earnings before the U.S. stock market opens</b>；<a href=\"https://laohu8.com/S/01672\">Ascletis Pharma-B</a>、<a href=\"https://laohu8.com/S/06865\">Follett Glass</a>Will report earnings.</p><p><b>In terms of new shares,<a href=\"https://laohu8.com/S/06639\">Riel Group</a>The winning results will be announced and black market trading will be opened, and it will be officially listed on Tuesday.</b></p><p>Arrail Group is the largest dental medical service provider in China's high-end private dental medical service market, and in terms of revenue in the same period, the company is the third largest dental medical service provider in China's entire private dental medical service market.<b>Tuesday (March 22) Keywords: Federal Reserve Powell speech, Xiaomi financial report</b></p><p><img src=\"https://static.tigerbbs.com/9597f328a3d287c8b4a12d8b18003d76\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><b>On Tuesday, we need to pay attention to the speeches of a number of key officials, including Federal Reserve Chairman Jerome Powell, European Central Bank Vice President Guindos and New York Fed President Williams.</b></p><p>At 2 a.m. on Thursday, March 17, Beijing time, the Federal Reserve raised the target range of the federal benchmark interest rate by 25 basis points to 0.25%-0.5%. This is also the first rate hike since December 2018. At a press conference held after the interest rate meeting, Federal Reserve Chairman Jerome Powell reiterated that fighting inflation is the top priority and downplayed the risk of economic recession, saying that \"the economic situation is strong and can withstand the tightening of monetary policy.\"</p><p>European Central Bank Vice President Guindos recently stated that monetary normalization does not mean immediate rate hike. New York Fed President Williams said in early March that the U.S. economy has not fallen into stagflation and inflation will fall back by the end of the year. This week, we need to continue to pay attention to their views on the economy and the central bank's policy outlook.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/02020\">ANTA Sports</a>、<a href=\"https://laohu8.com/S/01810\">Xiaomi Group-W</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/NKE\">Nike</a>、<a href=\"https://laohu8.com/S/HUYA\">Tiger Tooth</a>Will release earnings.</b></p><p><b>Wednesday (March 23) Keywords: Tencent financial report, U.S. API and EIA crude oil inventory changes</b></p><p><img src=\"https://static.tigerbbs.com/56f8719b95a0769df7035a6d3c39cfc0\" tg-width=\"865\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/424be0a52217af81f1f4e9841394b28c\" tg-width=\"865\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/><b>In terms of data, pay attention to EIA crude oil inventories in the United States for the week ending March 18.</b>EIA crude oil inventories in the United States increased by 4.345 million barrels in the week to March 11, compared with expectations for a decrease of 1.375 million barrels. As the epidemic continues, oil demand is suppressed and inventories may continue to increase.</p><p><b>In terms of events, Federal Reserve Chairman Powell attended the Bank for International Settlements Innovation Conference</b>, discuss the new challenges facing central banks in the digital world.</p><p><b>In terms of financial reports, pay attention to<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、</b><a href=\"https://laohu8.com/S/06862\">Haidilao</a>、<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/02359\">WuXi AppTec</a>、<a href=\"https://laohu8.com/S/ADBE\">Adobe</a><b>Financial Statements</b></p><p><b>Thursday (March 24) Keywords: Nio financial report, U.S. February durable goods orders monthly preliminary value, U.S. initial jobless claims</b></p><p><img src=\"https://static.tigerbbs.com/400021a4c448438271345ef095517303\" tg-width=\"865\" tg-height=\"516\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/240832d687d3a6a245717826e40b4633\" tg-width=\"865\" tg-height=\"74\" referrerpolicy=\"no-referrer\"/><b>In terms of data, pay attention to the current account of the United States in the fourth quarter, the number of initial jobless claims in the United States for the week ending March 19, the initial value of the manufacturing PMI in the United States in March, and the initial monthly rate of durable goods orders in the United States in February.</b></p><p>The initial value of Markit manufacturing PMI in the United States in February was 57.5, higher than the expected 56.0 and a new high since December last year, indicating that commodity production, orders and employment growth have become increasingly stable; The initial value of Markit's services PMI in February was 56.7, which was also higher than the expected 53.0. The initial value of the comprehensive PMI in February was 56.0, higher than the previous month's 51.0. Analysts believe that with the further growth of demand, while U.S. economic growth rebounds sharply, price pressures will rise to historical highs again, which will become the expected basis for the Federal Reserve to accelerate the tightening of monetary policy.</p><p>The number of initial jobless claims in the United States recorded 214,000 in the week to March 12, the lowest since the week of January 1, 2022. Initial jobless claims were the lowest since Jan. 1, again indicating that the 3.8% unemployment rate in the U.S. market is close to full employment.</p><p><b>Event aspect</b>, investors also need to pay attention to the speeches delivered by Chicago Fed President Evans and Atlanta Fed President Bostic.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/NIO\">Nio</a>The financial report will be released after the U.S. stock market closes.<a href=\"https://laohu8.com/S/09961\">Ctrip Group-S</a>Will release earnings.</b></p><p><b>Friday (March 25) Keywords: Meituan, SenseTime's financial report, New York Fed President Williams's speech, the final value of the University of Michigan consumer confidence index in March.</b></p><p><img src=\"https://static.tigerbbs.com/b43a2c132cd1dd9207a54f5cab727ff9\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/61ffea5ccb36a00047c9f7ccb74ee245\" tg-width=\"865\" tg-height=\"142\" referrerpolicy=\"no-referrer\"/><b>Data aspect</b>, the University of Michigan Consumer Confidence Index will be released in March.</p><p><b>Event aspect</b>, pay attention to the speeches of San Francisco Fed President Daly and New York Fed President Williams.</p><p><b>In terms of financial reports, pay attention to<a href=\"https://laohu8.com/S/03690\">Meituan-W</a>、<a href=\"https://laohu8.com/S/00020\">SenseTime-W</a>、<a href=\"https://laohu8.com/S/09866\">Nio-SW</a>、</b><a href=\"https://laohu8.com/S/06185\">CanSino Biologics-B</a><b>Financial report.</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{"03690":"美团-W",".SPX":"S&P 500 Index","01810":"小米集团-W","PDD":"拼多多","NIO":"蔚来","00700":"腾讯控股",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","09866":"蔚来-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109622169","content_text":"摘要：财经数据方面：关注中国3月LPR利率、美国第四季度经常帐、美国2月耐用品订单月率、美国初请失业金人数和等一些主要经济数据。事件方面：美联储和其他央行官员将发表讲话，继续表明他们对经济复苏和央行政策前景的观点。财报方面：多家港美公司将发布财报，腾讯、美团、拼多多、小米、蔚来、商汤等最新业绩即将公布。新股方面：中高端口腔连锁第一股瑞尔集团将于周二登陆港交所。周一(3月21日)关键词：中国3月LPR，拼多多财报，瑞尔集团公布中签周一，投资者需留意中国截至3月21日当周一年期和五年期贷款市场报价利率，市场普遍预期预计3月LRP利率大概率保持不变。事件方面，关注欧洲央行行长拉加德、亚特兰大联储主席博斯蒂克的讲话。财报方面，拼多多将于美股盘前发布财报；歌礼制药-B、福莱特玻璃将公布财报。新股方面，瑞尔集团将公布中签结果及开启暗盘交易，周二正式挂牌上市。瑞尔集团是中国高端民营口腔医疗服务市场最大的口腔医疗服务提供商，且按同期的收入计，公司是中国整个民营口腔医疗服务市场的第三大口腔医疗服务提供商。周二(3月22日)关键词：美联储鲍威尔讲话，小米财报周二需关注多位重要官员的讲话，包括美联储主席鲍威尔，欧洲央行副行长金多斯和纽约联储主席威廉姆斯。北京时间3月17日周四凌晨2点，美联储上调联邦基准利率目标区间25个基点，至0.25%-0.5%。这也是2018年12月以来的首次加息。在议息会议后举行的新闻发布会上，美联储主席鲍威尔重申抗通胀为首要任务，淡化经济衰退风险，表示“经济状况强劲，能够承受货币政策收紧”。欧洲央行副行长金多斯最近表态称，货币正常化并不意味着立即加息。纽约联储主席威廉姆斯在3月初表示，美国经济未陷入滞胀 年底通胀将回落。本周需继续关注他们对于经济以及央行政策前景的看法。财报方面，安踏体育、小米集团-W、腾讯音乐、耐克、虎牙将发布财报。周三(3月23日)关键词：腾讯财报，美国API和EIA原油库存变动数据方面，关注美国至3月18日当周EIA原油库存。美国至3月11日当周EIA原油库存增加434.5万桶，预期减少137.5万桶。疫情持续的情况下，石油需求受到抑制，库存可能继续增加。事件方面，美联储主席鲍威尔出席国际清算银行创新大会，讨论数字世界里央行面临的新挑战。财报方面，关注腾讯控股、海底捞、吉利汽车、药明康德、Adobe财报周四(3月24日)关键词：蔚来财报，美国2月耐用品订单月率初值，美国初请失业金人数数据方面，关注美国第四季度经常帐、美国截至3月19日当周初请失业金人数、美国3月制造业PMI初值、美国2月耐用品订单月率初值。美国2月Markit制造业PMI初值57.5，高于预期的56.0、创去年12月以来新高，显示商品生产、订单数及就业增长愈发稳定；2月Markit服务业PMI初值56.7，同样高于预期的53.0，2月综合 PMI 初值则录得56.0，高于上月的51.0。分析认为，随着需求进一步增长，美国经济成长大幅反弹的同时物价压力也会再度升至历史高位，成为美联储加快收紧货币政策的预期基础。美国至3月12日当周初请失业金人数录得21.4万人，创2022年1月1日当周以来新低。初请失业金人数是自1月1日以来的最低水平，再次表明美国市场3.8％的失业率已接近充分就业。事件方面，投资者还需关注芝加哥联储主席埃文斯，亚特兰大联储主席博斯蒂克发表的讲话。财报方面，蔚来将于美股盘后发布财报，携程集团-S将发布财报。周五(3月25日)关键词：美团、商汤财报，纽约联储主席威廉姆斯讲话，美国3月密歇根大学消费者信心指数终值。数据方面，美国3月密歇根大学消费者信心指数将公布。事件方面，关注旧金山联储主席戴利和纽约联储主席威廉姆斯的讲话。财报方面，关注美团-W、商汤-W、蔚来-SW、康希诺生物-B财报。","news_type":1,"symbols_score_info":{"PDD":0.9,"00700":0.9,"NIO":0.9,".SPX":0.9,"01810":0.9,".DJI":0.9,"09866":0.9,"03690":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869856053,"gmtCreate":1632274387472,"gmtModify":1676530740593,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/869856053","repostId":"1112620361","repostType":2,"repost":{"id":"1112620361","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":1632268632,"share":"https://ttm.financial/m/news/1112620361?lang=en_US&edition=fundamental","pubTime":"2021-09-22 07:57","market":"sh","language":"zh","title":"Last night and this morning: U.S. stocks rode a \"roller coaster\", gold rose for the second consecutive day","url":"https://stock-news.laohu8.com/highlight/detail?id=1112620361","media":"老虎资讯综合","summary":"导语：①美股接近收平，此前一度全线下跌，道琼斯指数和标普500指数在收盘前回吐涨幅；②热门中概股周二收盘多数上涨，瑞幸盘中一度飙升近19%；③美联储决策日指南，铺垫减码料无悬念，鲍威尔将淡化加息前景。","content":"<p>Lead: ① U.S. stocks were close to flat, after falling across the board before, and the Dow Jones Index and the S&P 500 Index gave up their gains before the close; ② Most of the popular Chinese concept stocks closed up on Tuesday, and Ruixing once soared nearly 19% during the session; ③ The Fed's decision-making day guide, there is no suspense in paving the way for the reduction, and Powell will downplay the prospects for rate hike. Overseas Market</p><p><b>1. Anticlimactic! U.S. stocks ride a \"roller coaster\", the S&P 500 falls below the 50-day moving average</b></p><p>U.S. stocks closed nearly flat after falling across the board at one point, which was negative for real estate developers<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>Concerns about problems, as well as cautious sentiment ahead of the Federal Reserve's policy statement on Wednesday, dampened markets. Trading was volatile, with the Dow Jones and S&P 500 giving up gains before the close and the Nasdaq closing slightly higher.</p><p>The Dow Jones index closed down 0.15%, the S&P 500 index fell 0.08%, and the Nasdaq Composite index rose 0.22%.</p><p><b>2. Most popular Chinese concept stocks closed up on Tuesday. Ruixing once soared nearly 19% during the session.</b></p><p>Most popular Chinese concept stocks closed higher on Tuesday.<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Education rose nearly 6%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>And<a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>Pink orders rose by more than 3%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Up about 3%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>ADR rose more than 2%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 1%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Youdao,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up about 1%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>And<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Rose nearly 0.6% and more than 0.4% respectively,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>And<a href=\"https://laohu8.com/S/JD\">JD.com</a>Fell more than 0.8%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Automobiles fell nearly 0.7%.</p><p>Other Chinese concept stocks rose by more than 19%,<a href=\"https://laohu8.com/S/TEDU\">Dane Technology</a>Up nearly 13%, $Best Group (<a href=\"https://laohu8.com/S/BOTB.UK\">BEST</a>) $rose more than 11%,<a href=\"https://laohu8.com/S/JZXN\">Jiuzi New Energy</a>Rose more than 8%,<a href=\"https://laohu8.com/S/QFIN\">360 Digital</a>Rose more than 7%,<a href=\"https://laohu8.com/S/BEKE\">Shells</a>、<a href=\"https://laohu8.com/S/UXIN\">Youxin</a>Up more than 6%,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Up more than 5%,<a href=\"https://laohu8.com/S/YMM\">Manbang</a>, Tuniu rose more than 4%.</p><p><a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>The stock price closed up more than 3% in the U.S. pink sheet market, and once soared nearly 19% during the session. Earlier, the company announced that it had signed a letter of intent for a settlement of US $187.5 million with the plaintiff's representative in the US class action lawsuit, and had formally submitted a debt restructuring plan for convertible bond creditors to the Cayman court.</p><p><b>3. European stocks closed, worries about the Evergrande crisis eased, European stocks rebounded from the trough of the past two months</b></p><p>European stocks finally rose on Tuesday after their biggest losses in two months, on the back of<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>Contagion fears have eased. The pan-European Stoxx 600 index closed up 4.10 points, or 0.90%, at 458.22 points.</p><p><b>4. Oil prices closed slightly higher, OPEC + strives to increase production to ensure oil supply</b></p><p>Investors' worries about increasingly tight supply even outweighed concerns about China's economic conditions and offset OPEC + 's efforts to increase oil production to meet growing demand. Oil prices closed slightly higher on Tuesday (September 21) after volatile trading.</p><p>As of press time, U.S. WTI crude oil futures for October closed up 35 cents, or 0.50%, at $70.49 per barrel; Brent November futures closed up 77 cents, or 1.04%, at $74.69 a barrel.</p><p><b>5. The collective explosion of precious metals! Gold once rose more than $20</b></p><p>Gold prices rose as concerns about the bankruptcy of China's Evergrande triggered safe-haven buying and the Federal Reserve opened a two-day meeting that could provide clues on the central bank's timetable for cutting back stimulus measures to the U.S. economy.</p><p>At the end of the U.S. market, spot gold closed at $1,774.21 per ounce, up $10.31 or 0.58%, hitting an intraday high of $1,781.66 per ounce, an increase of nearly $24 from the daily low of $1,757.82 per ounce.</p><p>International macro</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2169634081\" target=\"_blank\"><b>Fed Decision Day Guide: There is no suspense in paving the way and reducing the weight, Powell will downplay rate hike's prospects</b></a></p><p>The challenge for Federal Reserve Chairman Jerome Powell this week is how to convince investors that tapering bond purchases is not a precursor to the first rate hike since 2018.</p><p>The Federal Reserve will issue a monetary policy statement at 2 p.m. Eastern Time on Wednesday. It is expected to keep the benchmark interest rate unchanged at a level close to zero and discuss reducing its monthly bond purchases of $1,200.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2169063415\" target=\"_blank\"><b>U.S. House Democrats plan to vote on infrastructure bill next week</b></a></p><p>Democratic leaders in the U.S. House of Representatives plan to vote on an infrastructure bill passed by the Senate next Monday, a move that could exacerbate divisions within the Democratic Party and set back President Joe Biden's economic agenda.</p><p>The vote on the infrastructure bill will almost certainly precede a vote on the broader tax and spending bill, the size and scope of which have been a bone of contention within the Democratic Party over the past few weeks.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2169399076\" target=\"_blank\"><b>U.S. Democrats unveil stopgap spending bill and include provisions to suspend debt ceiling</b></a></p><p>U.S. House Democrats are scheduling a vote on Tuesday on a bill that would suspend the U.S. debt ceiling until December 2022 after the midterm elections and temporarily fund the government to avoid a shutdown at the end of the month. The issue of the debt ceiling is becoming urgent, as the U.S. Treasury Department has warned that it may exhaust accounting measures to avoid default sometime in October. But Republicans have vowed to block a suspension of the debt ceiling in the Senate as long as Democrats move ahead with their package of tax hikes and spending bills.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2169634704\" target=\"_blank\"><b>U.S. Treasury Department includes cryptocurrency exchanges in sanctions for the first time allegedly laundering money for ransomware hackers</b></a></p><p>On Tuesday local time, the U.S. Treasury Department announced that it would impose sanctions on a Czech cryptocurrency exchange called Suex for helping criminals who use ransomware attacks to launder money.</p><p>Market View</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2169634410\" target=\"_blank\"><b>The Fed may not announce tapering of bond purchases until November, and rate hike will be until the end of next year</b></a></p><p>A media survey of market participants shows that the Federal Reserve will announce a tapering of bond purchases, but not this week. A media survey of 32 market participants showed that they expected the Fed to announce a tapering of $120 billion in monthly asset purchases in November and officially begin tapering in December. The Fed is expected to cut its purchases by $15 billion a month. The first rate hike is not expected to come until the end of next year, according to the survey.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2169637520\" target=\"_blank\"><b>\"Dr. Doom\" Roubini predicts that the world will fall into a debt trap and there is no hope of normalizing interest rates</b></a><b></b></p><p>Roubini, the \"Doctor Doom\" who is famous for accurately predicting the subprime mortgage crisis in 2008, has a new theory. He predicted that the world seemed to repeat the same mistakes after the epidemic.</p><p>\"I'm afraid we're going to fall into a debt trap,\" the chairman and CEO of Roubini Macro Associates said in an interview. \"Given the debt ratio, when<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>When they want to gradually withdraw unconventional monetary policy, there is a risk of collapse in the stock and bond markets, credit markets and the economy. They will fall into a debt trap and policy interest rates cannot be normalized. \"</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2169202639\" target=\"_blank\"><b>Goldman Sachs Chief Global Equity Strategist: Take advantage of the 10% correction in the stock market to return to the market</b></a></p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Peter Oppenheimer, chief global equity strategist, said investors should take advantage of a 10% market correction to buy stocks.</p><p>\"I think fundamentally, this may be a good time to get back into the stock market,\" Oppenheimer said in an interview on Tuesday. \"Fundamentally, we are still relatively early in this economic cycle,\" he said, with interest rates still low and earnings growth at a \"reasonable\" level despite declining contingency support for the economy.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2169321286\" target=\"_blank\"><b>Can the stock markets of many countries stabilize after the \"Black Monday\" Mid-Autumn Festival \"robbery\"?</b></a></p><p>During the A-share market closed during the Mid-Autumn Festival, the surrounding stock markets continued to trade. On Monday, the risk aversion sentiment in the market was high, and the global market was \"robbed\" and collectively fell. Can it be stable after the \"robbery\"? How big will it be on the A-share market? It has become the focus of attention of all parties. After the global stock market suffered heavy losses on Monday and fell across the board, Tuesday's market gave investors a sigh of relief. Global stock markets rose, stabilized and rebounded.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2169634166\" target=\"_blank\"><b>Luckin Coffee and U.S. Securities Class Action Plaintiff Reach Settlement Intention Discloses Fiscal Year 2020 Report</b></a></p><p>On Tuesday local time, a year after it was delisted by the Nasdaq exchange for financial fraud,<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>Three consecutive announcements disclosed a series of \"milestone\" progress in corporate restructuring.</p><p>Luckin Coffee disclosed that the company has signed a binding letter of intent for settlement with the plaintiff's representative in the U.S. class action lawsuit, agreeing to compensate global investors who purchased the company's shares between May 17, 2019 and July 15, 2020. $187.5 million.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2169631707\" target=\"_blank\"><b>Google spends $2.1 billion to buy a house in Manhattan, breaking the record of \"building king\" after the epidemic in the United States</b></a></p><p>On Tuesday local time,<a href=\"https://laohu8.com/S/GOOG\">Google</a>The announcement stated that the company decided to spend US $2.1 billion to acquire St. John's Pier in Manhattan, new york, further demonstrating the enthusiasm of technology companies to expand physical office areas.</p><p>According to statistics from data company Real Capital Analytics, this transaction is also the highest price for a single-family building transaction in the United States since the beginning of the epidemic, and it also has a place among the most expensive real estate transactions in U.S. history. Google is currently the tenant of this 1.3 million square foot building. The transaction involves a buyout clause in the lease, and the company expects to complete the delivery in January 2022.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2169682726\" target=\"_blank\"><b>Evergrande Automobile announces 320 million share option plan to grant 3,180 technical backbones</b></a></p><p><a href=\"https://laohu8.com/S/00708\">Evergrande Auto</a>It was announced yesterday that the company granted 323.72 million share options to its scientific research and technical employees, equivalent to 3.31% of the company's current issued share capital, with an exercise price of HK $3.9.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2169174637\" target=\"_blank\"><b>Streaming Growth Warning! Disney's intraday dive hits biggest drop in 15 months</b></a></p><p>U.S. entertainment media giant after CEO warned of slowing streaming subscriber growth<a href=\"https://laohu8.com/S/DIS\">Disney</a>The stock price plunged intraday.</p><p>At the Goldman Sachs communication meeting on Tuesday, 21st Eastern Time, Disney CEO Bob Chapek said that in the third quarter of this year ending in September, that is, the fourth quarter of the company's fiscal year 2021, the streaming media platform Disney + will have \"low single digits\" worldwide. Millions \"of paid subscribers.</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2169336466\" target=\"_blank\"><b>COSCO SHIPPING Ports plans to acquire 35% interest in Hamburg container terminal in Germany</b></a></p><p>Major container terminal operators in the PRC<a href=\"https://laohu8.com/S/01199\">COSCO SHIPPING Ports</a>It said on Tuesday that it plans to acquire a 35% interest in Hamburg Container Terminal in Germany at a price of 65 million euros. The seller of the transaction is HHLA, and the target company operates the Tollerort container terminal in the port of Hamburg, Germany. After the transaction is completed, HHLA still holds 65% interest in the target company.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning: U.S. stocks rode a \"roller coaster\", gold rose for the second consecutive day</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning: U.S. stocks rode a \"roller coaster\", gold rose for the second consecutive day\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\">2021-09-22 07:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Lead: ① U.S. stocks were close to flat, after falling across the board before, and the Dow Jones Index and the S&P 500 Index gave up their gains before the close; ② Most of the popular Chinese concept stocks closed up on Tuesday, and Ruixing once soared nearly 19% during the session; ③ The Fed's decision-making day guide, there is no suspense in paving the way for the reduction, and Powell will downplay the prospects for rate hike. Overseas Market</p><p><b>1. Anticlimactic! U.S. stocks ride a \"roller coaster\", the S&P 500 falls below the 50-day moving average</b></p><p>U.S. stocks closed nearly flat after falling across the board at one point, which was negative for real estate developers<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>Concerns about problems, as well as cautious sentiment ahead of the Federal Reserve's policy statement on Wednesday, dampened markets. Trading was volatile, with the Dow Jones and S&P 500 giving up gains before the close and the Nasdaq closing slightly higher.</p><p>The Dow Jones index closed down 0.15%, the S&P 500 index fell 0.08%, and the Nasdaq Composite index rose 0.22%.</p><p><b>2. Most popular Chinese concept stocks closed up on Tuesday. Ruixing once soared nearly 19% during the session.</b></p><p>Most popular Chinese concept stocks closed higher on Tuesday.<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Education rose nearly 6%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>And<a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>Pink orders rose by more than 3%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Up about 3%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>ADR rose more than 2%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 1%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Youdao,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up about 1%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>And<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Rose nearly 0.6% and more than 0.4% respectively,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>And<a href=\"https://laohu8.com/S/JD\">JD.com</a>Fell more than 0.8%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Automobiles fell nearly 0.7%.</p><p>Other Chinese concept stocks rose by more than 19%,<a href=\"https://laohu8.com/S/TEDU\">Dane Technology</a>Up nearly 13%, $Best Group (<a href=\"https://laohu8.com/S/BOTB.UK\">BEST</a>) $rose more than 11%,<a href=\"https://laohu8.com/S/JZXN\">Jiuzi New Energy</a>Rose more than 8%,<a href=\"https://laohu8.com/S/QFIN\">360 Digital</a>Rose more than 7%,<a href=\"https://laohu8.com/S/BEKE\">Shells</a>、<a href=\"https://laohu8.com/S/UXIN\">Youxin</a>Up more than 6%,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Up more than 5%,<a href=\"https://laohu8.com/S/YMM\">Manbang</a>, Tuniu rose more than 4%.</p><p><a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>The stock price closed up more than 3% in the U.S. pink sheet market, and once soared nearly 19% during the session. Earlier, the company announced that it had signed a letter of intent for a settlement of US $187.5 million with the plaintiff's representative in the US class action lawsuit, and had formally submitted a debt restructuring plan for convertible bond creditors to the Cayman court.</p><p><b>3. European stocks closed, worries about the Evergrande crisis eased, European stocks rebounded from the trough of the past two months</b></p><p>European stocks finally rose on Tuesday after their biggest losses in two months, on the back of<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>Contagion fears have eased. The pan-European Stoxx 600 index closed up 4.10 points, or 0.90%, at 458.22 points.</p><p><b>4. Oil prices closed slightly higher, OPEC + strives to increase production to ensure oil supply</b></p><p>Investors' worries about increasingly tight supply even outweighed concerns about China's economic conditions and offset OPEC + 's efforts to increase oil production to meet growing demand. Oil prices closed slightly higher on Tuesday (September 21) after volatile trading.</p><p>As of press time, U.S. WTI crude oil futures for October closed up 35 cents, or 0.50%, at $70.49 per barrel; Brent November futures closed up 77 cents, or 1.04%, at $74.69 a barrel.</p><p><b>5. The collective explosion of precious metals! Gold once rose more than $20</b></p><p>Gold prices rose as concerns about the bankruptcy of China's Evergrande triggered safe-haven buying and the Federal Reserve opened a two-day meeting that could provide clues on the central bank's timetable for cutting back stimulus measures to the U.S. economy.</p><p>At the end of the U.S. market, spot gold closed at $1,774.21 per ounce, up $10.31 or 0.58%, hitting an intraday high of $1,781.66 per ounce, an increase of nearly $24 from the daily low of $1,757.82 per ounce.</p><p>International macro</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2169634081\" target=\"_blank\"><b>Fed Decision Day Guide: There is no suspense in paving the way and reducing the weight, Powell will downplay rate hike's prospects</b></a></p><p>The challenge for Federal Reserve Chairman Jerome Powell this week is how to convince investors that tapering bond purchases is not a precursor to the first rate hike since 2018.</p><p>The Federal Reserve will issue a monetary policy statement at 2 p.m. Eastern Time on Wednesday. It is expected to keep the benchmark interest rate unchanged at a level close to zero and discuss reducing its monthly bond purchases of $1,200.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2169063415\" target=\"_blank\"><b>U.S. House Democrats plan to vote on infrastructure bill next week</b></a></p><p>Democratic leaders in the U.S. House of Representatives plan to vote on an infrastructure bill passed by the Senate next Monday, a move that could exacerbate divisions within the Democratic Party and set back President Joe Biden's economic agenda.</p><p>The vote on the infrastructure bill will almost certainly precede a vote on the broader tax and spending bill, the size and scope of which have been a bone of contention within the Democratic Party over the past few weeks.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2169399076\" target=\"_blank\"><b>U.S. Democrats unveil stopgap spending bill and include provisions to suspend debt ceiling</b></a></p><p>U.S. House Democrats are scheduling a vote on Tuesday on a bill that would suspend the U.S. debt ceiling until December 2022 after the midterm elections and temporarily fund the government to avoid a shutdown at the end of the month. The issue of the debt ceiling is becoming urgent, as the U.S. Treasury Department has warned that it may exhaust accounting measures to avoid default sometime in October. But Republicans have vowed to block a suspension of the debt ceiling in the Senate as long as Democrats move ahead with their package of tax hikes and spending bills.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2169634704\" target=\"_blank\"><b>U.S. Treasury Department includes cryptocurrency exchanges in sanctions for the first time allegedly laundering money for ransomware hackers</b></a></p><p>On Tuesday local time, the U.S. Treasury Department announced that it would impose sanctions on a Czech cryptocurrency exchange called Suex for helping criminals who use ransomware attacks to launder money.</p><p>Market View</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2169634410\" target=\"_blank\"><b>The Fed may not announce tapering of bond purchases until November, and rate hike will be until the end of next year</b></a></p><p>A media survey of market participants shows that the Federal Reserve will announce a tapering of bond purchases, but not this week. A media survey of 32 market participants showed that they expected the Fed to announce a tapering of $120 billion in monthly asset purchases in November and officially begin tapering in December. The Fed is expected to cut its purchases by $15 billion a month. The first rate hike is not expected to come until the end of next year, according to the survey.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2169637520\" target=\"_blank\"><b>\"Dr. Doom\" Roubini predicts that the world will fall into a debt trap and there is no hope of normalizing interest rates</b></a><b></b></p><p>Roubini, the \"Doctor Doom\" who is famous for accurately predicting the subprime mortgage crisis in 2008, has a new theory. He predicted that the world seemed to repeat the same mistakes after the epidemic.</p><p>\"I'm afraid we're going to fall into a debt trap,\" the chairman and CEO of Roubini Macro Associates said in an interview. \"Given the debt ratio, when<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>When they want to gradually withdraw unconventional monetary policy, there is a risk of collapse in the stock and bond markets, credit markets and the economy. They will fall into a debt trap and policy interest rates cannot be normalized. \"</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2169202639\" target=\"_blank\"><b>Goldman Sachs Chief Global Equity Strategist: Take advantage of the 10% correction in the stock market to return to the market</b></a></p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Peter Oppenheimer, chief global equity strategist, said investors should take advantage of a 10% market correction to buy stocks.</p><p>\"I think fundamentally, this may be a good time to get back into the stock market,\" Oppenheimer said in an interview on Tuesday. \"Fundamentally, we are still relatively early in this economic cycle,\" he said, with interest rates still low and earnings growth at a \"reasonable\" level despite declining contingency support for the economy.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2169321286\" target=\"_blank\"><b>Can the stock markets of many countries stabilize after the \"Black Monday\" Mid-Autumn Festival \"robbery\"?</b></a></p><p>During the A-share market closed during the Mid-Autumn Festival, the surrounding stock markets continued to trade. On Monday, the risk aversion sentiment in the market was high, and the global market was \"robbed\" and collectively fell. Can it be stable after the \"robbery\"? How big will it be on the A-share market? It has become the focus of attention of all parties. After the global stock market suffered heavy losses on Monday and fell across the board, Tuesday's market gave investors a sigh of relief. Global stock markets rose, stabilized and rebounded.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2169634166\" target=\"_blank\"><b>Luckin Coffee and U.S. Securities Class Action Plaintiff Reach Settlement Intention Discloses Fiscal Year 2020 Report</b></a></p><p>On Tuesday local time, a year after it was delisted by the Nasdaq exchange for financial fraud,<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>Three consecutive announcements disclosed a series of \"milestone\" progress in corporate restructuring.</p><p>Luckin Coffee disclosed that the company has signed a binding letter of intent for settlement with the plaintiff's representative in the U.S. class action lawsuit, agreeing to compensate global investors who purchased the company's shares between May 17, 2019 and July 15, 2020. $187.5 million.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2169631707\" target=\"_blank\"><b>Google spends $2.1 billion to buy a house in Manhattan, breaking the record of \"building king\" after the epidemic in the United States</b></a></p><p>On Tuesday local time,<a href=\"https://laohu8.com/S/GOOG\">Google</a>The announcement stated that the company decided to spend US $2.1 billion to acquire St. John's Pier in Manhattan, new york, further demonstrating the enthusiasm of technology companies to expand physical office areas.</p><p>According to statistics from data company Real Capital Analytics, this transaction is also the highest price for a single-family building transaction in the United States since the beginning of the epidemic, and it also has a place among the most expensive real estate transactions in U.S. history. Google is currently the tenant of this 1.3 million square foot building. The transaction involves a buyout clause in the lease, and the company expects to complete the delivery in January 2022.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2169682726\" target=\"_blank\"><b>Evergrande Automobile announces 320 million share option plan to grant 3,180 technical backbones</b></a></p><p><a href=\"https://laohu8.com/S/00708\">Evergrande Auto</a>It was announced yesterday that the company granted 323.72 million share options to its scientific research and technical employees, equivalent to 3.31% of the company's current issued share capital, with an exercise price of HK $3.9.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2169174637\" target=\"_blank\"><b>Streaming Growth Warning! Disney's intraday dive hits biggest drop in 15 months</b></a></p><p>U.S. entertainment media giant after CEO warned of slowing streaming subscriber growth<a href=\"https://laohu8.com/S/DIS\">Disney</a>The stock price plunged intraday.</p><p>At the Goldman Sachs communication meeting on Tuesday, 21st Eastern Time, Disney CEO Bob Chapek said that in the third quarter of this year ending in September, that is, the fourth quarter of the company's fiscal year 2021, the streaming media platform Disney + will have \"low single digits\" worldwide. Millions \"of paid subscribers.</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2169336466\" target=\"_blank\"><b>COSCO SHIPPING Ports plans to acquire 35% interest in Hamburg container terminal in Germany</b></a></p><p>Major container terminal operators in the PRC<a href=\"https://laohu8.com/S/01199\">COSCO SHIPPING Ports</a>It said on Tuesday that it plans to acquire a 35% interest in Hamburg Container Terminal in Germany at a price of 65 million euros. The seller of the transaction is HHLA, and the target company operates the Tollerort container terminal in the port of Hamburg, Germany. After the transaction is completed, HHLA still holds 65% interest in the target company.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112620361","content_text":"导语：①美股接近收平，此前一度全线下跌，道琼斯指数和标普500指数在收盘前回吐涨幅；②热门中概股周二收盘多数上涨，瑞幸盘中一度飙升近19%；③美联储决策日指南，铺垫减码料无悬念，鲍威尔将淡化加息前景。\n\n海外市场\n1、虎头蛇尾！美股坐上“过山车”、标普500跌破50日均线\n美股接近收平，此前一度全线下跌，对房地产开发商中国恒大问题的担忧，以及美联储周三政策声明发布前的谨慎情绪，抑制了市场。交投震荡，道琼斯指数和标普500指数在收盘前回吐涨幅，纳斯达克指数小幅收高。\n道琼斯指数收盘跌0.15%，标普500指数跌0.08%，纳斯达克综合指数上涨0.22%。\n2、热门中概股周二收盘多数上涨 瑞幸盘中一度飙升近19%\n热门中概股周二收盘多数上涨，高途教育涨近6%，新东方和瑞幸咖啡粉单涨超3%，好未来涨约3%，腾讯ADR涨超2%，哔哩哔哩、百度涨超1%，网易有道、拼多多涨约1%，理想汽车和小鹏汽车分别涨近0.6%和逾0.4%，阿里巴巴和京东跌超0.8%，蔚来汽车跌近0.7%。\n其他中概股上为涨超19%，达内科技涨近13%，$百世集团(BEST)$涨超11%，九紫新能涨超8%，360数科涨超7%，贝壳、优信涨超6%，高途涨超5%，满帮、途牛涨超4%。\n瑞幸咖啡股价在美国粉单市场收涨超3%，盘中一度飙升近19%。此前该公司发布公告，称与美国集体诉讼的原告代表签署了1.875亿美元的和解意向书，并已向开曼法院正式提交了对可转债债权人的债务重组方案。\n3、欧股收盘恒大危机忧虑缓解 欧股从近2个月低谷反弹\n欧洲股市在经历了两个月来的最大跌幅后周二终于实现上涨，原因是对中国恒大危机蔓延的担忧有所缓解。泛欧斯托克600指数收盘上涨4.10点，涨幅0.90%，报458.22点。\n4、油价小幅收高 欧佩克+努力增产确保石油供应\n投资者对供应日益紧张的担忧甚至超过了对中国经济状况的担忧，也抵消了欧佩克+努力增加石油生产以满足不断增长的需求，周二(9月21日)油价在震荡交易后小幅收高。\n截至发稿，美国WTI原油10月期货收涨35美分，涨幅0..50%，报70.49美元/桶；布伦特11月期货收涨77美分，涨幅1.04%，报74.69美元/桶。\n5、贵金属集体大爆发！黄金一度拉升逾20美元\n金价上涨，因对中国恒大破产的担忧引发避险买盘，美联储开启为期两天的会议，可能为央行削减对美国经济刺激措施的时间表提供线索。\n美市尾盘，现货黄金收报1774.21美元/盎司，上涨10.31美元或0.58%，盘中最高触及1781.66美元/盎司，较日低1757.82美元/盎司回升近24美元。\n国际宏观\n1、美联储决策日指南：铺垫减码料无悬念 鲍威尔将淡化加息前景\n美联储主席杰罗姆·鲍威尔本周面临的挑战是，如何说服投资者相信减码购债并非2018年以来首次加息的前兆。\n美联储将于美东时间周三下午2点发布货币政策声明，预计会维持基准利率在接近于零的水平不变并讨论缩减每月1200美元的购债规模。\n2、美国众议院民主党人计划下周对基建法案进行投票\n美国众议院民主党领袖们计划在下周一对参议院通过的基础设施法案进行投票，此举可能加剧民主党内的分歧，并令总统乔·拜登的经济议程面临挫折。\n基建法案的投票几乎肯定会在更广泛的税收和支出法案投票之前进行，在过去几周里，后者的规模和范围一直是民主党内争论的焦点。\n3、美国民主党公布权宜支出法案 并纳入暂停债务上限条款\n美国众议院民主党人安排周二对一项法案进行投票，该法案将暂停 美国债务上限直至中期选举后的2022年12月，并临时性为政府提供资金以避免本月底关门。债务上限问题正变得急迫，因 美国财政部已警告说，在10月份的某个时候可能会用尽会计措施来避免违约。但共和党人已经誓言，只要民主党人继续推进他们的一揽子加税和支出法案，就会在参议院阻止暂停债务上限。\n4、美国财政部首度将加密货币交易所纳入制裁 涉嫌为勒索软件黑客洗钱\n当地时间周二，美国财政部发布公告称将对一家名为Suex的捷克加密货币交易所展开制裁，原因是其帮助使用勒索软件攻击的不法分子洗钱。\n市场观点\n1、美联储可能11月才会宣布缩减购债 加息得到明年底\n媒体对市场人士的调查显示，美联储将会宣布缩减购债规模，但不是在本周。媒体对32名市场参与者的调查显示，他们预计美联储将在11月宣布缩减1200亿美元的月度资产购买，并在12月正式开始缩减。美联储预计将每月削减150亿美元的购买量。调查显示，首次加息预计要到明年年底才会到来。\n2、“末日博士”鲁比尼预言全球掉入债务陷阱 利率正常化无望\n因准确预测到2008年次贷危机而闻名的“末日博士”鲁比尼又有新论。他预言，疫情后世界似乎又将重蹈覆辙。\n“我担心我们会掉入债务陷阱，”这位Roubini Macro Associates的董事长兼首席执行官在接受采访时表示。“鉴于债务比率，当中央银行想要逐步撤回非常规货币政策时，股债市场，信贷市场和经济都存在崩盘风险，他们将陷入债务陷阱，政策利率无法正常化”。\n3、高盛首席全球股票策略师：乘股市回调10%之机重返市场\n高盛首席全球股票策略师Peter Oppenheimer表示，投资者应该乘市场回调10%之机买入股票。\n“我认为，从基本面来讲，这可能是重回股市的好时机，”Oppenheimer周二在接受采访时表示。他表示，“从基本面来看，我们仍然处于本轮经济周期相对早期的阶段，”尽管对经济的应急支持力度下降，但利率仍处于低位，盈利增长处于“合理”水平。\n4、多国股市遭遇“黑色星期一” 中秋“劫”后能否稳住\n在中秋节A股休市期间，周边股市继续交易。周一，市场避险情绪高涨，全球市场可谓是遇“劫”，集体下挫。“劫”后能否稳住 呢？对A股市场的影响又会有多大？已然成为各方关注的焦点。在周一全球股市遭受重创、全线回落后，周二的市场令投资者稍稍松了口气，全球股市纷纷飘红，企稳反弹。\n公司新闻\n1、瑞幸咖啡与美国证券集体诉讼原告达成和解意向 披露2020财年报告\n当地时间周二，在财务造假被纳斯达克交易所摘牌一年后，瑞幸咖啡连发三则公告披露了一系列公司重组的“里程碑式”进展。\n瑞幸咖啡披露，公司已经与美国集体诉讼的原告代表签订了一份具有约束力的和解意向书，约定向2019年5月17日至2020年7月15日间购买公司股票的全球投资者合计赔偿1.875亿美元。\n2、谷歌斥资21亿美元在曼哈顿买房 刷新美国疫情后“楼王”纪录\n当地时间周二，谷歌发布公告称公司决定斥资21亿美元收购位于纽约曼哈顿的圣约翰码头，进一步展现了科技公司扩张实体办公区域的热情。\n据数据公司Real Capital Analytics统计，这笔交易也是疫情开始后美国独栋建筑交易的最高价，同样在美国历史上最贵房地产交易中亦有一席之地。目前谷歌正是这栋130万平方英尺建筑的租客，此次交易涉及租约中的买断条款，公司预计将在2022年一月份完成交割。\n3、恒大汽车宣布3.2亿股期权计划 授予3180名技术骨干\n恒大汽车于昨日发布公告，该公司向其科研技术员工授予32372万股期权，相当于公司当前已发行股本的3.31%，行权价为3.9港元。\n4、流媒体增长预警！迪士尼盘中跳水创15个月最大跌幅\n在CEO警告流媒体用户增长放缓后，美国娱乐传媒巨头迪士尼股价盘中跳水。\n美东时间21日周二的高盛沟通会议上，迪士尼CEO Bob Chapek称，在截至9月末的今年第三季度、即公司2021财年第四财季，流媒体平台迪士尼+在全球将有“低个位数的百万”付费订阅用户。\n5、中远海运港口计划收购德国汉堡集装箱码头35%权益\n中国主要集装箱码头营运商中远海运港口周二称，计划收购德国汉堡集装箱码头35%权益，作价为6,500万欧元。交易卖方为HHLA，目标公司于德国汉堡港经营Tollerort集装箱码头。交易完成后，HHLA仍持有目标公司65%权益。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,"SGUmain":0.9,"DUST":0.9,"SGCmain":0.9,"GCmain":0.9,"GLD":0.9,"MGCmain":0.9,"NUGT":0.9,"IAU":0.9,"GDX":0.9}},"isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830000861,"gmtCreate":1628991124753,"gmtModify":1676529904349,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830000861","repostId":"1100243251","repostType":4,"repost":{"id":"1100243251","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":1628935539,"share":"https://ttm.financial/m/news/1100243251?lang=en_US&edition=fundamental","pubTime":"2021-08-14 18:05","market":"hk","language":"zh","title":"Xiaohongshu is rumored to have started a new round of financing, with a valuation of over US $10 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1100243251","media":"老虎资讯综合","summary":"小红书此前已经完成六轮融资，最新一轮融资在今年上半年。","content":"<p>According to a financial magazine report, recently, a number of investors close to Xiaohongshu told reporters that Xiaohongshu has started a new round of financing with a valuation of more than 10 billion US dollars. Xiaohongshu has previously completed six rounds of financing. The latest round of financing was in the first half of this year. Xiaohongshu did not disclose this round of financing to the public. The aforementioned investors said that the valuation at that time was about US $6 billion.</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>Xiaohongshu is rumored to have started a new round of financing, with a valuation of over US $10 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\">\nXiaohongshu is rumored to have started a new round of financing, with a valuation of over US $10 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\">2021-08-14 18:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>According to a financial magazine report, recently, a number of investors close to Xiaohongshu told reporters that Xiaohongshu has started a new round of financing with a valuation of more than 10 billion US dollars. Xiaohongshu has previously completed six rounds of financing. The latest round of financing was in the first half of this year. Xiaohongshu did not disclose this round of financing to the public. The aforementioned investors said that the valuation at that time was about US $6 billion.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cec2264fc35e6e89a4846187d3ab20a4","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100243251","content_text":"据财经杂志报道，近日，多位接近小红书的投资人告诉记者，小红书已经开始新一轮融资，估值超过100亿美元。小红书此前已经完成六轮融资，最新一轮融资在今年上半年，小红书并未对外披露这一轮融资，前述投资人称，当时估值是60亿美元左右。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801258934,"gmtCreate":1627520072428,"gmtModify":1703491500919,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801258934","repostId":"1106831355","repostType":4,"isVote":1,"tweetType":1,"viewCount":1129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030749678,"gmtCreate":1645833310192,"gmtModify":1676534067894,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030749678","repostId":"1156241029","repostType":4,"repost":{"id":"1156241029","kind":"news","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团，引入百年历史的《巴伦》（Barron's）独家内容，打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"Barrons巴伦","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1645790054,"share":"https://ttm.financial/m/news/1156241029?lang=en_US&edition=fundamental","pubTime":"2022-02-25 19:54","market":"fut","language":"zh","title":"Are you the most hurt by the war between Russia and Ukraine? Five suggestions to keep your money bag","url":"https://stock-news.laohu8.com/highlight/detail?id=1156241029","media":"Barrons巴伦","summary":"虽然无法精准判断地缘政治对市场的影响程度，但这类事件一般不会妨碍股市在中期内走高，恐慌和投资多样化程度不够高才是最大的危险。当地时间2月24日，美欧宣布对俄罗斯实施新的制裁，不过制裁措施中没有包括俄罗","content":"<p><html><head></head><body>Although it is impossible to accurately judge the influence of geopolitics on the market, such events generally do not prevent the stock market from rising in the medium term. Panic and insufficient investment diversification are the biggest dangers. On February 24, local time, the United States and Europe announced new sanctions against Russia, but the sanctions did not include restrictions on Russian energy exports, nor did they include kicking Russia out of the SWIFT international payment system.</p><p>U.S. President Biden also stated that day that the United States will not go to war with Russia, nor will it deploy troops to Ukraine. NATO also said it has no plans or intentions to send troops to Ukraine. On February 25, local time, Ukrainian President Zelensky stated that the West had completely abandoned Ukraine.</p><p>As the latest sanctions from the United States and Europe did not involve energy and SWIFT, the two issues that investors are most concerned about, the trend of the U.S. stock market reversed yesterday after a plunge in early trading. The three major stock indexes all closed higher, with the Nasdaq closing sharply up 3.1%, the S&P 500 Index and The Dow rose 1.5% and 0.28% respectively.</p><p>Asia-Pacific stock markets also rebounded on February 25th (Friday). The three major A-share indexes all closed higher, with the Shanghai Composite Index up 0.63%, the Shenzhen Component Index up 1.21%, and the ChiNext Index up 2.58%. Hong Kong's Hang Seng Index opened higher and closed down 0.59%, and the Hang Seng Technology Index closed up 0.84% after rising more than 2.7% during the session. The Nikkei 225 index closed up 1.95%, while South Korea's KOSPI index closed up 1.07%. Russia's RTS index, which fell 38% on Thursday, rose 28% after opening today.</p><p>However, as of press time, U.S. stock futures fell again on Friday, indicating that the stock market may not be out of risk.<a href=\"https://laohu8.com/S/03329\">BOCOM International</a>Hong Hao, managing director, issued a document on the 25th, pointing out that the reversal of US stocks last night was more like a bear market rebound.</p><p><img src=\"https://static.tigerbbs.com/df9a72952d3dd3f5875085b122b9d770\" tg-width=\"594\" tg-height=\"84\" referrerpolicy=\"no-referrer\"/></p><p>\"Barron's Weekly\" pointed out that as rising oil prices exacerbate inflation and the Federal Reserve's interest rate meeting is held, the market will continue to fluctuate violently, and investors can respond from five aspects.</p><p><b>1. U.S. stocks breathed a sigh of relief, but more troubles lie behind?</b></p><p>The United States announced that new sanctions against Russia were not so strong, which was one of the reasons why U.S. stocks turned from falling to rising last night. On February 24, local time, U.S. President Biden announced after a video meeting with the leaders of the Group of Seven that the United States would freeze all Russian assets in the United States starting from February 24. He said: \"Sanctions will bring a heavy price to the Russian economy, both in the short and long term.\"</p><p>The latest sanctions include Sberbank, Russia's largest financial institution, and its 25 subsidiaries, as well as four other major banks and their subsidiaries, including VTB Bank, Russia's second-largest bank. The move aims to cut off Russia's access to dollars. According to the U.S. Treasury Department estimates, the sanctions involve nearly 80% of the assets of the Russian banking industry. In addition, the United States will freeze the assets of Russian elites and their families.</p><p>The U.S. will also restrict exports of U.S. military equipment and other sensitive technologies critical to Russia's defense. Biden said these sanctions would cut off more than half of Russia's high-tech imports and deal a blow to the modernization of Russia's military and aerospace industries. Biden emphasized that sanctions are jointly implemented by the United States and allies who \"account for more than half of the global economy.\" Multilateral sanctions will reduce foreign capital inflows into Russia by more than US $50 billion.</p><p>In addition, investors' renewed interest in technology stocks is another reason why the Nasdaq has led the rise in U.S. stocks.</p><p>In recent trading days, the U.S. stock market has continued to be under pressure due to the Russia-Ukraine crisis. Sanctions on Russian oil exports and further inflation are one of the most worried issues for investors. In addition, the Federal Reserve has begun to tighten policy. These two factors will put tremendous pressure on economic growth.</p><p>Among the Dow, cyclical stocks that are more sensitive to economic growth are under the greatest pressure, as illustrated by the smallest gain in the Dow yesterday. But there appears to be a renewed investor interest in tech stocks.</p><p>Keith Lerner, co-chief investment officer of Truist, said: \"Before, the risk faced by the stock market was mainly the overvaluation of stocks, but now the bigger risk becomes that the slowdown of economic growth will reduce the company's profit in the short term, which is particularly unfavorable for the Dow. Technology stocks have fallen a lot before because of killing valuations, including some high-quality companies, so when concerns about economic growth arise, technology stocks will rebound significantly.\"</p><p>However, Hong Hao, managing director of Bank of Communications International, pointed out that last night, S&P futures opened down more than 2% to a 6-month low, then reversed in a V-shape and closed up more than 1%. In the 40-year history of S&P futures, this situation has only happened three times, on July 24, 2002, September 16, 2008, and February 24, 2021 (last night). When this happened the first two times, the U.S. stock market was already in a bear market and the U.S. economy was in a deep recession. At that time in 2002, the U.S. stock market experienced two returns to the same depth in October 2002 and 2003, and the U.S. economy came out of recession before finally reversing. In 2008, when Lehman collapsed, U.S. stocks rebounded for a day, and then continued to fall by 50% before stopping falling until the first quantitative easing of the Federal Reserve was launched.</p><p>Hong Hao believes: \"Although the historic reversal of U.S. stocks last night happened once in decades, it was more like a bear market rebound. After all, before the rebound, the Nasdaq large stock index had plummeted by 20% and entered a bear market.\"</p><p><b>2. How high oil prices can soar depends on whether Russia and the United States dare to play the oil card</b></p><p>Biden still did not mention sanctions on Russian oil exports in his latest statement. He said he would release more oil reserves in the United States to prevent energy prices from soaring. Biden's economic adviser said on February 24 that in the long run, sanctions targeting the technology sector will disrupt Russia's ability to develop its energy industry. The goal of the sanctions is to reduce Russia's \"long-term\" energy capabilities, not just in the \"short term.\"</p><p>But Robert Yawger, head of energy futures at Mizuho Securities, pointed out that the United States and its allies have characterized Russia's invasion of Ukraine as an \"illegal action\" and that if they continue to buy Russian oil, it will soon become unjustifiable. If Russia continues to act aggressively, the United States and its allies will come across as \"weak\" in the face of energy issues. Yager said, \"You can't always say 'We won't buy Russian energy' after the 'Holocaust'\".</p><p>Barron's pointed out that,<b>Whether the United States and other countries will impose sanctions on Russian oil and gas in the future, and whether Russia will stop exports to other countries, remain two issues of uncertainty. These two factors will rise even further when oil prices have already soared.</b></p><p>Brent crude, the international benchmark, rose 7% to $103.66 a barrel on Thursday, topping $100 for the first time since 2014.</p><p>\"If Russia's invasion of Ukraine escalates further, forcing the United States and Europe to impose sanctions on its energy, oil prices will rise to $125,\" Jager said.</p><p>Other analysts have previously pointed out that in addition to the Russia-Ukraine crisis, factors such as OPEC's no intention to increase production and the slow pace of increasing production by other oil-producing countries may push oil prices to $150.</p><p>Consulting firm<a href=\"https://laohu8.com/S/600697\">Eurasia Group</a>(Eurasia Group) analysts pointed out: \"Before a large number of alternative supplies (such as the lifting of sanctions on Iran by the United States and Europe and the increase of shale oil production by the United States) appear, oil prices are likely to continue to rise, but it will take time. The longer it takes, the higher it will rise, reaching $150 per barrel.\"</p><p><b>3. The Federal Reserve will still conduct a rate hike, and the expected range will drop to 25 basis points</b></p><p>After the recent sharp rise in oil prices, natural gas prices in the United States have increased by a quarter since February 10, and natural gas prices in Europe have soared by 45%.</p><p>For months, the Federal Reserve has been struggling with how to fight inflation without hindering economic recovery. The market has also been speculating on the extent of rate hike actions the Federal Reserve will take at its March meeting. Now the Federal Reserve will have to consider the Russia-Ukraine crisis. Uncertainty caused by the pressure on economic growth.</p><p>Now, the possibility of a sharp 50 basis point rate hike by the Federal Reserve at the March meeting has been greatly reduced, but in the face of high inflation, the possibility of a 25 basis point rate hike is still very high.<a href=\"https://laohu8.com/S/CME\">Chicago Mercantile Exchange</a>(CME) data on Thursday showed that most traders expect the Federal Reserve to rate hike by 25 basis points next month, with a nearly 90% chance.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>(Goldman Sachs) pointed out that the Federal Reserve will not give up its 25 basis points rate hike in March because of the Russia-Ukraine crisis.</p><p>Many economists also pointed out that although the Russia-Ukraine crisis has brought uncertainty, the impact on U.S. economic growth is expected to be slight, especially when the U.S. trade volume with Russia and Ukraine is very small. The potential growth capacity of the U.S. economy, persistent inflationary pressures and full employment mean that the longer-term path of rate hike will remain largely unchanged for the rest of the year.</p><p>Ian Shepherdson, chief economist at Pantheon Macroeconomics, said on Thursday that surging oil prices may not pose a particularly serious threat to the recovery of the U.S. economy after the epidemic, and may not even inhibit economic growth. \"</p><p>The strong economic growth outlook means that inflation will remain a bigger threat than geopolitical conflict. \"The Federal Reserve is expected to continue tightening monetary policy throughout this year despite rising geopolitical tensions,\" said Bill Adams, chief economist at Comerica Bank.</p><p>Judging by the level of pricing in futures markets, traders now expect the Fed to make at least six rate hike this year, and it can avoid plunging the economy into recession.</p><p><b>4. Deal with the market that has lost its direction,<a href=\"https://laohu8.com/S/UBS\">UBS</a>There are five suggestions</b></p><p>Mark Haefele, chief investment officer of UBS Global Wealth Management, said in a research report on Thursday: \"Increased market volatility caused by the escalation of the Russia-Ukraine conflict shows that the market has not fully priced in the resulting risks, and it is expected that the market will continue to be volatile in the short term as countries adjust and announce their responses.\" Haefele and some other analysts and strategists have some advice for investors.</p><p><b>First, increase the degree of investment diversification.</b>Heifel pointed out that by diversifying across regions, sectors and asset classes, investors can reduce special exposure related to the Ukraine crisis, or other political exposure around the globe. For diversified portfolios, geopolitical price declines caused by events are usually short-lived.</p><p><b>Second, hedging through commodities.</b>Commodities can be an option to hedge your portfolio's geopolitical risks amid the risk of supply disruptions, and such assets can also deliver attractive returns in an environment of accelerating economic growth, persistent inflation and rising interest rates. Heifel said a \"long-term escalation\" of geopolitical tensions could push gold prices above $2,000. Gold is currently around $1,925.</p><p><b>Third, prepare for a rise in the dollar.</b>The U.S. dollar is a safe-haven currency that tends to rise during periods of heightened geopolitical uncertainty, Heifel noted.</p><p><b>Fourth, buy high-quality technology stocks.</b>Wedbush analyst Dan Ives believes that now is a good time to buy quality tech stocks. \"Tech stocks are currently oversold at their highest levels since 2014 and 2015, and since 2000 our strategy has been to buy in times of chaos that have been oversold in panic selling,\" Ives said Thursday. Sold quality tech stocks. \"</p><p>Some analysts believe that Russia may crack down on other vulnerabilities such as Ukraine's data centers, networks, sensitive data and infrastructure. The websites of Ukrainian government departments and their affiliated agencies began to be attacked by DDoS network last week, and the websites of many government departments were once unable to log in on the 23rd. On the other hand, the international hacker group \"Anonymous\" announced a \"cyber war\" against Russia on the 24th in response to Russia's military operations in Ukraine, and admitted to attacking the website of Russia Today TV. Wedbush's team of analysts noted that geopolitical conflicts have the potential to benefit cybersecurity stocks.</p><p><b>Finally, don't panic and stay calm.</b>For long-term investors, don't be intimidated by short-term declines, because the stock market as a whole will perform well in the long run. \"Although it is impossible to accurately judge the extent of geopolitical influence on the market, such events generally do not prevent stocks from moving higher in the medium term. Panic and lack of investment diversification are the biggest dangers. Investors should remain calm and keep a broad investment horizon,\" Heifel said.</p><p>UBS also recommends investors buy defensive stocks such as energy stocks, financial stocks, European stocks that outperform U.S. stocks and healthcare.</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>Are you the most hurt by the war between Russia and Ukraine? Five suggestions to keep your money bag</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\">\nAre you the most hurt by the war between Russia and Ukraine? Five suggestions to keep your money bag\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Barrons巴伦 </p>\n<p class=\"h-time smaller\">2022-02-25 19:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Although it is impossible to accurately judge the influence of geopolitics on the market, such events generally do not prevent the stock market from rising in the medium term. Panic and insufficient investment diversification are the biggest dangers. On February 24, local time, the United States and Europe announced new sanctions against Russia, but the sanctions did not include restrictions on Russian energy exports, nor did they include kicking Russia out of the SWIFT international payment system.</p><p>U.S. President Biden also stated that day that the United States will not go to war with Russia, nor will it deploy troops to Ukraine. NATO also said it has no plans or intentions to send troops to Ukraine. On February 25, local time, Ukrainian President Zelensky stated that the West had completely abandoned Ukraine.</p><p>As the latest sanctions from the United States and Europe did not involve energy and SWIFT, the two issues that investors are most concerned about, the trend of the U.S. stock market reversed yesterday after a plunge in early trading. The three major stock indexes all closed higher, with the Nasdaq closing sharply up 3.1%, the S&P 500 Index and The Dow rose 1.5% and 0.28% respectively.</p><p>Asia-Pacific stock markets also rebounded on February 25th (Friday). The three major A-share indexes all closed higher, with the Shanghai Composite Index up 0.63%, the Shenzhen Component Index up 1.21%, and the ChiNext Index up 2.58%. Hong Kong's Hang Seng Index opened higher and closed down 0.59%, and the Hang Seng Technology Index closed up 0.84% after rising more than 2.7% during the session. The Nikkei 225 index closed up 1.95%, while South Korea's KOSPI index closed up 1.07%. Russia's RTS index, which fell 38% on Thursday, rose 28% after opening today.</p><p>However, as of press time, U.S. stock futures fell again on Friday, indicating that the stock market may not be out of risk.<a href=\"https://laohu8.com/S/03329\">BOCOM International</a>Hong Hao, managing director, issued a document on the 25th, pointing out that the reversal of US stocks last night was more like a bear market rebound.</p><p><img src=\"https://static.tigerbbs.com/df9a72952d3dd3f5875085b122b9d770\" tg-width=\"594\" tg-height=\"84\" referrerpolicy=\"no-referrer\"/></p><p>\"Barron's Weekly\" pointed out that as rising oil prices exacerbate inflation and the Federal Reserve's interest rate meeting is held, the market will continue to fluctuate violently, and investors can respond from five aspects.</p><p><b>1. U.S. stocks breathed a sigh of relief, but more troubles lie behind?</b></p><p>The United States announced that new sanctions against Russia were not so strong, which was one of the reasons why U.S. stocks turned from falling to rising last night. On February 24, local time, U.S. President Biden announced after a video meeting with the leaders of the Group of Seven that the United States would freeze all Russian assets in the United States starting from February 24. He said: \"Sanctions will bring a heavy price to the Russian economy, both in the short and long term.\"</p><p>The latest sanctions include Sberbank, Russia's largest financial institution, and its 25 subsidiaries, as well as four other major banks and their subsidiaries, including VTB Bank, Russia's second-largest bank. The move aims to cut off Russia's access to dollars. According to the U.S. Treasury Department estimates, the sanctions involve nearly 80% of the assets of the Russian banking industry. In addition, the United States will freeze the assets of Russian elites and their families.</p><p>The U.S. will also restrict exports of U.S. military equipment and other sensitive technologies critical to Russia's defense. Biden said these sanctions would cut off more than half of Russia's high-tech imports and deal a blow to the modernization of Russia's military and aerospace industries. Biden emphasized that sanctions are jointly implemented by the United States and allies who \"account for more than half of the global economy.\" Multilateral sanctions will reduce foreign capital inflows into Russia by more than US $50 billion.</p><p>In addition, investors' renewed interest in technology stocks is another reason why the Nasdaq has led the rise in U.S. stocks.</p><p>In recent trading days, the U.S. stock market has continued to be under pressure due to the Russia-Ukraine crisis. Sanctions on Russian oil exports and further inflation are one of the most worried issues for investors. In addition, the Federal Reserve has begun to tighten policy. These two factors will put tremendous pressure on economic growth.</p><p>Among the Dow, cyclical stocks that are more sensitive to economic growth are under the greatest pressure, as illustrated by the smallest gain in the Dow yesterday. But there appears to be a renewed investor interest in tech stocks.</p><p>Keith Lerner, co-chief investment officer of Truist, said: \"Before, the risk faced by the stock market was mainly the overvaluation of stocks, but now the bigger risk becomes that the slowdown of economic growth will reduce the company's profit in the short term, which is particularly unfavorable for the Dow. Technology stocks have fallen a lot before because of killing valuations, including some high-quality companies, so when concerns about economic growth arise, technology stocks will rebound significantly.\"</p><p>However, Hong Hao, managing director of Bank of Communications International, pointed out that last night, S&P futures opened down more than 2% to a 6-month low, then reversed in a V-shape and closed up more than 1%. In the 40-year history of S&P futures, this situation has only happened three times, on July 24, 2002, September 16, 2008, and February 24, 2021 (last night). When this happened the first two times, the U.S. stock market was already in a bear market and the U.S. economy was in a deep recession. At that time in 2002, the U.S. stock market experienced two returns to the same depth in October 2002 and 2003, and the U.S. economy came out of recession before finally reversing. In 2008, when Lehman collapsed, U.S. stocks rebounded for a day, and then continued to fall by 50% before stopping falling until the first quantitative easing of the Federal Reserve was launched.</p><p>Hong Hao believes: \"Although the historic reversal of U.S. stocks last night happened once in decades, it was more like a bear market rebound. After all, before the rebound, the Nasdaq large stock index had plummeted by 20% and entered a bear market.\"</p><p><b>2. How high oil prices can soar depends on whether Russia and the United States dare to play the oil card</b></p><p>Biden still did not mention sanctions on Russian oil exports in his latest statement. He said he would release more oil reserves in the United States to prevent energy prices from soaring. Biden's economic adviser said on February 24 that in the long run, sanctions targeting the technology sector will disrupt Russia's ability to develop its energy industry. The goal of the sanctions is to reduce Russia's \"long-term\" energy capabilities, not just in the \"short term.\"</p><p>But Robert Yawger, head of energy futures at Mizuho Securities, pointed out that the United States and its allies have characterized Russia's invasion of Ukraine as an \"illegal action\" and that if they continue to buy Russian oil, it will soon become unjustifiable. If Russia continues to act aggressively, the United States and its allies will come across as \"weak\" in the face of energy issues. Yager said, \"You can't always say 'We won't buy Russian energy' after the 'Holocaust'\".</p><p>Barron's pointed out that,<b>Whether the United States and other countries will impose sanctions on Russian oil and gas in the future, and whether Russia will stop exports to other countries, remain two issues of uncertainty. These two factors will rise even further when oil prices have already soared.</b></p><p>Brent crude, the international benchmark, rose 7% to $103.66 a barrel on Thursday, topping $100 for the first time since 2014.</p><p>\"If Russia's invasion of Ukraine escalates further, forcing the United States and Europe to impose sanctions on its energy, oil prices will rise to $125,\" Jager said.</p><p>Other analysts have previously pointed out that in addition to the Russia-Ukraine crisis, factors such as OPEC's no intention to increase production and the slow pace of increasing production by other oil-producing countries may push oil prices to $150.</p><p>Consulting firm<a href=\"https://laohu8.com/S/600697\">Eurasia Group</a>(Eurasia Group) analysts pointed out: \"Before a large number of alternative supplies (such as the lifting of sanctions on Iran by the United States and Europe and the increase of shale oil production by the United States) appear, oil prices are likely to continue to rise, but it will take time. The longer it takes, the higher it will rise, reaching $150 per barrel.\"</p><p><b>3. The Federal Reserve will still conduct a rate hike, and the expected range will drop to 25 basis points</b></p><p>After the recent sharp rise in oil prices, natural gas prices in the United States have increased by a quarter since February 10, and natural gas prices in Europe have soared by 45%.</p><p>For months, the Federal Reserve has been struggling with how to fight inflation without hindering economic recovery. The market has also been speculating on the extent of rate hike actions the Federal Reserve will take at its March meeting. Now the Federal Reserve will have to consider the Russia-Ukraine crisis. Uncertainty caused by the pressure on economic growth.</p><p>Now, the possibility of a sharp 50 basis point rate hike by the Federal Reserve at the March meeting has been greatly reduced, but in the face of high inflation, the possibility of a 25 basis point rate hike is still very high.<a href=\"https://laohu8.com/S/CME\">Chicago Mercantile Exchange</a>(CME) data on Thursday showed that most traders expect the Federal Reserve to rate hike by 25 basis points next month, with a nearly 90% chance.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>(Goldman Sachs) pointed out that the Federal Reserve will not give up its 25 basis points rate hike in March because of the Russia-Ukraine crisis.</p><p>Many economists also pointed out that although the Russia-Ukraine crisis has brought uncertainty, the impact on U.S. economic growth is expected to be slight, especially when the U.S. trade volume with Russia and Ukraine is very small. The potential growth capacity of the U.S. economy, persistent inflationary pressures and full employment mean that the longer-term path of rate hike will remain largely unchanged for the rest of the year.</p><p>Ian Shepherdson, chief economist at Pantheon Macroeconomics, said on Thursday that surging oil prices may not pose a particularly serious threat to the recovery of the U.S. economy after the epidemic, and may not even inhibit economic growth. \"</p><p>The strong economic growth outlook means that inflation will remain a bigger threat than geopolitical conflict. \"The Federal Reserve is expected to continue tightening monetary policy throughout this year despite rising geopolitical tensions,\" said Bill Adams, chief economist at Comerica Bank.</p><p>Judging by the level of pricing in futures markets, traders now expect the Fed to make at least six rate hike this year, and it can avoid plunging the economy into recession.</p><p><b>4. Deal with the market that has lost its direction,<a href=\"https://laohu8.com/S/UBS\">UBS</a>There are five suggestions</b></p><p>Mark Haefele, chief investment officer of UBS Global Wealth Management, said in a research report on Thursday: \"Increased market volatility caused by the escalation of the Russia-Ukraine conflict shows that the market has not fully priced in the resulting risks, and it is expected that the market will continue to be volatile in the short term as countries adjust and announce their responses.\" Haefele and some other analysts and strategists have some advice for investors.</p><p><b>First, increase the degree of investment diversification.</b>Heifel pointed out that by diversifying across regions, sectors and asset classes, investors can reduce special exposure related to the Ukraine crisis, or other political exposure around the globe. For diversified portfolios, geopolitical price declines caused by events are usually short-lived.</p><p><b>Second, hedging through commodities.</b>Commodities can be an option to hedge your portfolio's geopolitical risks amid the risk of supply disruptions, and such assets can also deliver attractive returns in an environment of accelerating economic growth, persistent inflation and rising interest rates. Heifel said a \"long-term escalation\" of geopolitical tensions could push gold prices above $2,000. Gold is currently around $1,925.</p><p><b>Third, prepare for a rise in the dollar.</b>The U.S. dollar is a safe-haven currency that tends to rise during periods of heightened geopolitical uncertainty, Heifel noted.</p><p><b>Fourth, buy high-quality technology stocks.</b>Wedbush analyst Dan Ives believes that now is a good time to buy quality tech stocks. \"Tech stocks are currently oversold at their highest levels since 2014 and 2015, and since 2000 our strategy has been to buy in times of chaos that have been oversold in panic selling,\" Ives said Thursday. Sold quality tech stocks. \"</p><p>Some analysts believe that Russia may crack down on other vulnerabilities such as Ukraine's data centers, networks, sensitive data and infrastructure. The websites of Ukrainian government departments and their affiliated agencies began to be attacked by DDoS network last week, and the websites of many government departments were once unable to log in on the 23rd. On the other hand, the international hacker group \"Anonymous\" announced a \"cyber war\" against Russia on the 24th in response to Russia's military operations in Ukraine, and admitted to attacking the website of Russia Today TV. Wedbush's team of analysts noted that geopolitical conflicts have the potential to benefit cybersecurity stocks.</p><p><b>Finally, don't panic and stay calm.</b>For long-term investors, don't be intimidated by short-term declines, because the stock market as a whole will perform well in the long run. \"Although it is impossible to accurately judge the extent of geopolitical influence on the market, such events generally do not prevent stocks from moving higher in the medium term. Panic and lack of investment diversification are the biggest dangers. Investors should remain calm and keep a broad investment horizon,\" Heifel said.</p><p>UBS also recommends investors buy defensive stocks such as energy stocks, financial stocks, European stocks that outperform U.S. stocks and healthcare.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156241029","content_text":"虽然无法精准判断地缘政治对市场的影响程度，但这类事件一般不会妨碍股市在中期内走高，恐慌和投资多样化程度不够高才是最大的危险。当地时间2月24日，美欧宣布对俄罗斯实施新的制裁，不过制裁措施中没有包括俄罗斯能源出口的限制，也没有包括将俄罗斯踢出SWIFT国际支付系统。美国总统拜登当日还表示，美国不会与俄罗斯交战，也不会向乌克兰境内部署军队。北约也表示没有任何计划或意图向乌克兰派遣部队。当地时间2月25日，乌克兰总统泽连斯基表示，西方已经完全放弃了乌克兰。由于美欧最新制裁措施未涉及能源和SWIFT两个投资者最关心的问题，昨日美股市场在早盘暴跌后走势出现逆转，三大股指收盘均走高，纳指大幅收涨3.1%，标普500指数和道指分别涨1.5%和0.28%。2月25日（周五）亚太股市也出现反弹。A股三大指数均收盘走高，上证指数涨0.63%，深证成指涨1.21%，创业板指涨2.58%。香港恒指高开低走收跌0.59%，恒生科技指数在盘中涨超2.7%后收涨0.84%。日经225指数收盘上涨1.95%，韩国KOSPI指数收涨1.07%。周四跌了38%的俄罗斯RTS指数今日开盘后大涨28%。不过截至发稿，周五美股期货再次出现下跌，说明股市可能还没脱离风险。交银国际董事总经理洪灏25日发文指出，昨夜美股的反转更像是熊市反弹。《巴伦周刊》指出，油价上涨加剧通胀和美联储议息会议召开之际，市场还将继续剧烈波动，投资者可以从五个方面予以应对。1、美股缓了口气，但更多的麻烦在后面？美国宣布针对俄罗斯新的制裁措施力度没那么大是美股昨夜由跌转涨的原因之一。当地时间2月24日，美国总统拜登在与七国集团领导人举行视频会晤后宣布，美国将从2月24日开始冻结俄罗斯在美国的所有资产，他说：“制裁将给俄罗斯经济带来沉重代价，无论是在短期内还是长期内。”最新制裁对象包括俄罗斯最大的金融机构Sberbank及其25家子公司，以及包括俄罗斯第二大银行VTB Bank在内的其他四家主要银行及其子公司。此举旨在切断俄罗斯获得美元的渠道，据美国财政部估计，制裁涉及俄罗斯银行业近80%的资产。另外，美国还将冻结俄罗斯精英人士及其家属的资产。美国还将限制对俄罗斯国防至关重要的美国军事装备和其他敏感技术的出口。拜登说，这些制裁会切断俄罗斯一半以上的高科技进口，给俄罗斯军事和航空航天工业现代化带来打击。拜登强调，制裁是美国与“占全球经济总量一半以上”的盟友共同实施，多边制裁将导致流入俄罗斯的外资减少500亿美元以上。此外，投资者重新燃起对科技股的兴趣是纳指带动美股上涨的另一个原因。最近几个交易日，美股市场因俄乌危机持续承压，有关俄罗斯石油出口受到制裁进而导致通胀进一步加剧是投资者最担心的问题之一，再加上美联储已经开始收紧政策，这两个因素会给经济增长带来巨大压力。道指中对经济增长较为敏感的周期性股票压力最大，昨日道指涨幅最小就说明了这一点。但投资者似乎重新燃起了对科技股的兴趣。Truist联席首席投资官基思·勒纳(Keith Lerner)说：“之前股市面临的风险主要是股票估值过高，而现在更大的风险变成了经济增长放缓会在短期内降低公司盈利，这对道指尤为不利，而科技股之前因为杀估值已经跌了不少，其中包括一些高质量的公司，因此当对经济增长的担忧出现时，科技股就会显著回升。”不过交银国际董事总经理洪灏指出，昨夜标普期货开盘跌幅超过2%至6个月低点，然后V型反转，收盘涨幅超过1%，在标普期货四十年的历史中，这种情况只出现过三次，分别是2002 年 7 月 24 日、2008 年 9 月 16 日、2021年2月24日(昨夜)。前两次这种情况出现时，美股已经深陷熊市，美国经济处于深度衰退。2002年的那次，美股随后在02年10月和03年经历了两次回探到同样的深度、美国经济走出衰退后，才最终反转。而2008年那次正值雷曼倒闭，美股反弹了一天之后，再继续下跌了50%才止跌，直到美联储第一次量化宽松的推出。洪灏认为：“昨夜美股历史性反转虽然几十年一遇，但更像是熊市反弹。毕竟，反弹前纳指大型股指数已经暴跌了20%，进入熊市。”2、油价能飙到多高，要看俄美敢不敢打石油牌拜登在最新表态中仍没有提到对俄罗斯的石油出口进行制裁，他表示将释放美国更多的石油储备，以防能源价格飙升。拜登的经济顾问2月24日表示，长期来说，针对技术领域的制裁将扰乱俄罗斯发展能源工业的能力，制裁的目标是降低俄罗斯的“长期”能源能力，而不仅是“短期”内。但瑞穗证券(Mizuho Securities)能源期货主管罗伯特·雅格(Robert Yawger)指出，美国及其盟友已经将俄罗斯入侵乌克兰定性为“非法行动”，如果继续购买俄罗斯石油，很快会变得说不过去，如果俄罗斯继续表现得咄咄逼人，美国及其盟友将给人留下在能源问题面前“软弱无力”的印象。雅格说：“你总不能在‘大屠杀’发生后再说‘我们不会购买俄罗斯的能源’这样的话”。《巴伦周刊》指出，美国和其他国家未来是否会对俄罗斯的石油和天然气实施制裁，以及俄罗斯是否会停止对其他国家的出口仍是两大存在不确定性的问题。这两个因素会在油价已经飙升的情况下进一步上涨。国际基准布伦特原油周四上涨7%，至每桶103.66美元，为2014年以来首次突破100美元。雅格表示：“如果俄罗斯对乌克兰的入侵进一步升级，迫使美欧对其能源实施制裁的话，油价将涨到125美元。”其他分析人士之前还曾指出，除了俄乌危机这一因素，欧佩克无意增产、其他产油国增产速度缓慢这些因素有可能把油价推高到150美元。咨询公司欧亚集团(Eurasia Group)分析师指出：“在大量替代供应（比如美欧取消对伊朗的制裁和美国提高页岩油产量）出现之前，油价很可能会继续上涨，但这需要时间，时间越长油价就涨得越高，达到每桶150美元。”3、美联储仍会加息，预期幅度降至25基点近期油价大幅上涨后，美国的天然气价格自2月10日以来上涨了四分之一，欧洲天然气价格飙升了45%。几个月来美联储一直在为怎样在不妨碍经济复苏的前提下抗击通胀犯难，市场也一直在猜测美联储在3月份的会议上会采取什么幅度的加息行动，现在美联储将不得不考虑俄乌危机对经济增长的压力这一因素带来的不确定性。现在，美联储在3月份会议上大幅加息50个基点的可能性已经大大降低，但在高通胀面前，加息25个基点的可能性依然非常高。芝加哥商品交易所(CME)周四的数据显示，多数交易员预计美联储下个月将加息25个基点，可能性接近90%。高盛(Goldman Sachs)指出，美联储不会因为俄乌危机放弃在3月份加息25个基点。许多经济学家还指出，虽然俄乌危机带来了不确定性，但预计对美国经济增长的影响将是轻微的，尤其是在美国与俄乌贸易量很少的情况下。美国经济的潜在增长能力、持续的通胀压力和充分就业意味着今年剩余时间里较长期的加息路径基本不会变。Pantheon Macroeconomics首席经济学家伊恩·谢泼德森(Ian Shepherdson)周四称，油价飙升可能不会对疫情后美国经济的复苏构成特别严重的威胁，甚至可能并不会抑制经济增长。”强劲的经济增长前景意味着通胀仍将是更大的一个威胁，而不是地缘政治冲突。Comerica Bank首席经济学家比尔·亚当斯(Bill Adams)说：“尽管地缘政治紧张局势不断升温，但预计美联储今年全年将继续收紧货币政策。”从期货市场的定价水平来看，交易员现在预计美联储今年将至少加息6次，而且可以避免让经济陷入衰退。4、应对失去方向的市场，瑞银有五个建议瑞银全球财富管理公司(UBS Global Wealth Management)首席投资官马克·海菲尔(Mark Haefele)周四发布研报称：“俄乌冲突升级导致市场波动加剧表明，市场还没有完全消化由此带来的风险，在各国调整并宣布其回应之际，预计短期内市场将继续动荡。”海菲尔和其他一些分析师及策略师为投资者提出了一些建议。首先，提高投资多样化程度。海菲尔指出，通过跨地区、行业和资产类别进行多样化投资，投资者可以减少与乌克兰危机相关的特殊风险敞口，或全球各地其他政治风险敞口，对于多元化投资组合来说，地缘政治事件导致的价格下跌通常是短暂的。第二，通过大宗商品做对冲。在供应中断的风险下，大宗商品可以成为对冲投资组合地缘政治风险的一个选择，这类资产在在经济加速增长、通胀持续和利率上升的环境下也能带来有吸引力的回报。海菲尔称，地缘政治紧张局势“长期升级”可能推动金价突破2000美元。目前金价在1925美元左右。第三，为美元上涨做好准备。海菲尔指出，美元是一种避险货币，在地缘政治不确定性加剧时期往往会上涨。第四，买入优质科技股。Wedbush分析师丹·艾夫斯(Dan Ives)认为，现在是买入优质科技股的好时机。艾夫斯周四说：“目前科技股的超卖水平已达到2014年和2015年以来的最高水平，自2000年以来，我们的策略就一直是在混乱时期买入在恐慌性抛售中被超卖的优质科技股。”有分析认为，俄罗斯可能会打击乌克兰的数据中心、网络、敏感数据和基础设施等其他漏洞。乌克兰政府部门及其附属机构的网站上周开始遭到DDoS网络攻击，多个政府部门网站23日一度无法登录。另一方面，国际黑客团体“匿名者”24日针对俄罗斯在乌克兰的军事行动宣布对俄发起“网络战争”，并承认攻击了今日俄罗斯电视台网站。Wedbush的分析师团队指出，地缘政治冲突有可能令网络安全股受益。最后，不要恐慌，保持冷静。对于长期投资者来说，不要被短期下跌吓到，因为从长远来看股市整体上会有良好表现。海菲尔称：\"虽然无法精准判断地缘政治对市场的影响程度，但这类事件一般不会妨碍股市在中期内走高，恐慌和投资多样化程度不够高才是最大的危险，投资者应该保持冷静，保持广阔的投资视野。\"瑞银还建议投资者买入能源股、金融股、表现好于美股的欧洲股票和医疗保健等防御型股票。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096797505,"gmtCreate":1644457571718,"gmtModify":1676533929170,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096797505","repostId":"1130668023","repostType":2,"repost":{"id":"1130668023","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":1644451115,"share":"https://ttm.financial/m/news/1130668023?lang=en_US&edition=fundamental","pubTime":"2022-02-10 07:58","market":"hk","language":"zh","title":"Last night and this morning | Don't be afraid of CPI! U.S. stocks continue to explode","url":"https://stock-news.laohu8.com/highlight/detail?id=1130668023","media":"老虎资讯综合","summary":"摘要：①欧美股市集体收涨，纳指涨2.08%，中概股普涨；②黄金创两周来最高收盘价；③伦铝进一步逼近历史高位；④美通胀数据呼之欲出，或成美联储是否加息50个基点的线索。海外市场1、欧美股市集体收涨！科技","content":"<p><html><head></head><body>Abstract: ① European and American stock markets collectively closed higher, the Nasdaq rose 2.08%, and Chinese concept stocks generally rose; ② Gold hit its highest closing price in two weeks; ③ Lun Aluminum further approaches historical highs; ④ U.S. inflation data is about to come out, or it may be a clue to whether the Fed will rate hike by 50 basis points. Overseas Market</p><p>1. European and American stock markets collectively closed up! Technology stocks are strong, the Nasdaq rose more than 2%</p><p>The three major U.S. stock indexes collectively closed higher. The sell-off in U.S. bonds paused, and the 10-year U.S. bond yield, which approached 2% on Tuesday, paused from a more than two-year high, easing some pressure on technology stocks and making the market battered in recent weeks by concerns about tightening monetary policy. Breathe.</p><p>As of the close, the Dow closed up 0.86%, the Nasdaq rose 2.08%, and the S&P 500 rose 1.45%.</p><p>Most large technology stocks in the U.S. stock market rose, and Meta's stock price rose 5.4%, the largest one-day increase since April 29, 2021.<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>And Netflix rose more than 2%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent company Alphabet rose 1.6%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up 0.83%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Closed up nearly 1.1%, with only<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell slightly by 0.14%.</p><p>2. Popular Chinese concept stocks closed up on Wednesday, new energy vehicle stocks and education stocks rose sharply</p><p><a href=\"https://laohu8.com/S/DDL\">Dingdong Maicai</a>Rose nearly 22%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Rose more than 13%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up more than 6%,<a href=\"https://laohu8.com/S/SOHU\">Sohu</a>、<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Rose more than 4%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>, Ctrip rose nearly 4%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/BEST\">Best Group</a>Up more than 2%.</p><p>In the Education Unit,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Rose more than 12%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Rose more than 4%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Up nearly 3%; Among new energy vehicle stocks,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Rose more than 9%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose more than 5%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up nearly 4%.</p><p>3. European stocks collectively closed higher, and major stock indexes all rose by more than 1%.</p><p>Germany's DAX30 index rose 1.59%, France's CAC40 index rose 1.46%,<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 1.12%, Spain's IBEX35 index rose 1.96%, Italy's FTSE MIB index rose 2.66%, and Europe's Stoxx 50 index rose 1.82%.</p><p>4. Gold futures closed up 0.5% on Wednesday, hitting the highest closing price in two weeks</p><p>Gold posted gains for the fourth straight session as a fall in the dollar and U.S. Treasury Bond yields boosted the appeal of the safe-haven metal.</p><p>Adam Koos, president of Libertas Wealth Management Group, said the U.S. dollar clearly has long-term and short-term links to inflation, and its volatility can explain the volatility of metal prices. He pointed out that investors are waiting for the U.S. consumer price index (CPI) report to be released on Thursday.</p><p>Gold futures for April delivery on the New York Mercantile Exchange rose $8.70, or 0.5%, to close at $1,836.60 an ounce, the highest closing price since January 26.</p><p>5. U.S. WTI crude oil futures closed up 0.3% on Wednesday</p><p>Michael Hewson, chief market analyst at CMC Markets UK, said the resumption of indirect negotiations between the United States and Iran could \"lead to near-term weakness in crude oil prices\", but the two countries are \"still a long way from any agreement that may bring new crude oil supplies.\"</p><p>West Texas Intermediate crude oil (WTI) futures for March delivery on the New York Mercantile Exchange rose 30 cents, or 0.3%, to settle at $89.66 a barrel, reaching an intraday high of $90.58 a barrel. WTI crude oil futures closed down 2.2% on Tuesday.</p><p>6. Central bank policymakers try to dispel aggressive rate hike bets that multinational bonds are rising</p><p>The Italian 10-year Treasury Bond yield ended its seventh consecutive day of rising trend, and the German bond yield of the same maturity once fell by 5 basis points, which is poised to end the longest winning streak on record.</p><p>Francois Villeroy de Galhau, governor of the Bank of France, said investors may have overreacted as they believe there is a hawkish turn in the European Central Bank.</p><p>Huw Pill, chief economist of the Bank of England, called for reasonable monetary policy measures and expressed concern about taking unusually aggressive measures to tighten measures. Since then, the British 2-year Treasury Bond-the bond most sensitive to policy changes-has held on to its gains.</p><p>Yields fell 3 basis points to 1.30%, pulling back from a more than 10-year high hit on Tuesday.</p><p>7. Lun Aluminum further approaches historical highs and Lun Copper breaks through the US $10,000 mark</p><p>Industrial metals rose across the board. Lun aluminum maintained its continuous gains, further approaching the historical high set in 2008. However, the gains were slightly inferior to Lun copper, which rose nearly 3% and broke through the US $10,000 mark for the first time in four weeks.</p><p>Gold futures, supported by a fall in the U.S. dollar and U.S. bond yields, rose four consecutive days to a three-week high.</p><p>International macro</p><p>1. Federal Reserve Mester: Support rate hike at a faster speed than the last cycle</p><p>Cleveland Fed President Loretta Mester said it would be appropriate to expect a faster rate hike because inflation has risen significantly and the labor market is much tighter than in 2015.</p><p>\"Inflation remains facing upside risks,\" but the number and pace of the Fed's rate hike will \"depend on how the economic situation develops,\" Mester said in a prepared speech at a video seminar hosted by the European Economic and Financial Center. She reiterated her support for the March rate hike.</p><p>2. Federal Reserve Bostic: There may be more than three rate hike this year, but it depends on how the economy responds</p><p>Atlanta Fed President Raphael Bostic said on Wednesday that he expects three to four rate hike this year, but stressed that the Fed has not locked in specific plans.</p><p>Bostic's rate hike view is less aggressive than the market expects. \"On the rate hike side, I now expect three this year,\" he said. \"I'm kind of leaning towards four times, but also to see how the economy will react as we take the first policy steps in the first half of this year.\"</p><p>3. Heavy inflation data is about to come out or reveal clues about whether the Fed may rate hike by 50 basis points</p><p>One of the most important data released before the Federal Reserve's March meeting will be the January Consumer Price Index (CPI) released on Thursday. Federal Reserve Chairman Jerome Powell has already hinted that the March meeting will kick-start rate hike.</p><p>CPI is expected to rise 7.2% year-on-year in January, the largest increase since 1982. That could prompt the Fed to consider a 50 basis point rate hike for the first time since 2000, rather than the customary practice of adding 25 basis points.</p><p>4. U.S. lawmakers say they have reached a framework agreement on the 2022 spending bill</p><p>Key Republicans and Democrats in the U.S. Congress have taken an important step in the direction of providing year-round funding for the federal government.</p><p>They reached an agreement on a broad framework, so that it can add details in the coming weeks, and then pass a fiscal spending package that may reach $1.5 trillion.</p><p>5. Not only senior Fed officials, U.S. congressmen are expected to vote on the ban on stock buying and selling within this year</p><p>Do you still remember the new trading regulations of the Federal Reserve that banned the buying and selling of individual stocks and bonds for \"its own people\" after a series of \"stock speculation\" storms by senior Federal Reserve officials last year? Perhaps in the near future, stock trading by U.S. congressmen and relatives may also become a ban.</p><p>According to CNBC news on Wednesday, as House Speaker Pelosi's attitude changes and Senate Majority Leader Schumer expresses support for the ban, substantial progress is expected on the bill to ban U.S. lawmakers and relatives from trading in stocks.</p><p>6. Bank reserves may drop by up to $500 billion in the \"early\" stage of the Fed's quantitative tightening</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>It is pointed out that as the Fed begins quantitative tightening, liquidity withdrawal may first be reflected in allowing banks to reduce excess reserves, and reserves are expected to decline faster than the use of the Fed's overnight reverse repurchase tool.</p><p>Mark Cabana and Katie Craig wrote in their Feb. 9 report that the process has already begun and that bank reserves could be reduced by $250-500 billion in the early days of quantitative tightening.</p><p>7. U.S. used car prices hit a new high, but the tightest period of supply chain may be over</p><p>America's largest cars<a href=\"https://laohu8.com/S/300959\">Online and Offline</a>The Manheim Used Vehicle Value Index (Manheim Used Vehicle Value Index) owned by (O2O) trading platform Cox Automotive was basically flat as early as January this year compared with December last year, with a month-on-month increase of only 0.04%.</p><p>This index tracks the wholesale price at which U.S. auto dealers buy used cars for sale, as well as the types of used cars purchased by dealers and miles traveled. According to the analysis, the latest data sends a heavy signal that the price of used cars in the United States, which has surged in the past year, is leveling off.</p><p>8. The Bank of England's chief economist hints that the central bank will not sell British debt soon</p><p>Bank of England chief economist Huw Pill doused expectations that the central bank would soon start selling British Treasury Bond once interest rates hit 1%.</p><p>Speaking to the Society of Professional Economists on Wednesday, Pill said: \"The 1% rate is not a trigger point. It's just a consideration.\"</p><p>Company News</p><p>1、<a href=\"https://ttm.financial/NW/1104459137\" target=\"_blank\">ARM is most likely to go public on Nasdaq: Will deal a major blow to London</a></p><p>Analysts say this will have a negative impact on the British government and<a href=\"https://laohu8.com/S/LSE.UK\">London Stock Exchange</a>Deal a major blow.</p><p>Yesterday,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>(NVIDIA) and SoftBank Group jointly announced that the two parties have decided to terminate the previously reached acquisition of ARM. After the deal was cancelled, SoftBank plans to take ARM public by March 2023. SoftBank CEO Masayoshi Son said today that ARM may be listed on Nasdaq in the United States, not in the UK.</p><p>Masayoshi Son said: \"Regarding the ARM listing location, the United States is the market we are considering, most likely Nasdaq. But no matter where it is, the United States is the ARM listing location we are looking forward to.\"</p><p>2、<a href=\"https://ttm.financial/NW/2210552817\" target=\"_blank\">Third time this month! Tesla recalls another 26,681 vehicles</a></p><p>Tesla said it has not found any casualties or accidents related to this recall, but the NHTSA said that in some cases, Tesla vehicles may reduce the visibility of the windshield, which will increase the risk of vehicle collisions.</p><p>There aren't many options left for investors. First, investors should pay attention to the recall data, and rightfully so. In addition to this, investors should also get a better understanding of the overall quality of the vehicle. Good or bad quality is enough to change market share and stock price in the long run. Fortunately, tracking the quality of vehicles is not impossible.</p><p>3、<a href=\"https://ttm.financial/NW/2210155121\" target=\"_blank\">Samsung releases new Galaxy S22 series products, which will be launched globally on the 25th</a></p><p>The Galaxy S22 series still consists of three models, namely S22, S22 + and S22 Ultra. The S22 and S22 + use 6.1-inch and 6.6-inch straight screen designs respectively, while the S22 Ultra uses a 6.8-inch curved screen with 2K ultra-high resolution. The S22 Ultra is the first product in the S series to have a built-in stylus \"S Pen\", following the design of the Note series.</p><p>4、<a href=\"https://ttm.financial/NW/2210055927\" target=\"_blank\">Intel CEO: Tight chip supply is expected to continue throughout 2023</a></p><p>Intel (INTC.O) CEO Pat Gelsinger said the company expects chip supply to remain tight until at least the end of 2023, and the supply situation will not improve until 2025-2030, when wafer factory output of Intel and other manufacturers will increase, to meet growing demand and upgrading to technology.</p><p>5、<a href=\"https://ttm.financial/NW/2210639695\" target=\"_blank\">Centennial Disney's revenue rose 34% year-on-year, shares surged 8% after-hours</a></p><p>The financial report shows that, boosted by Disney's theme park and resort business, Disney's first-quarter revenue was $21.82 billion, higher than analysts' expectations of $20.91 billion. Its streaming service Disney + added nearly 12 million subscribers to 129.8 million, also ahead of analyst expectations of 125.75 million.</p><p>6、<a href=\"https://laohu8.com/NW/2210563013\" target=\"_blank\">Uber's Q4 financial report exceeded expectations, and its stock price rose more than 5% after hours</a></p><p>After the U.S. stock market closed on February 9 (Wednesday), Eastern Time,<a href=\"https://laohu8.com/S/UBER\">Uber</a>Announced fourth quarter and full year results for 2021. The financial report shows that Uber's Q4 revenue was US $5.778 billion, a year-on-year increase of 83% from US $3.165 billion in the same period last year, and the market expected US $5.357 billion; The net profit attributable to the company was US $892 million, compared with a loss of US $968 million in the same period last year, and the market expected a loss of US $682 million; Diluted earnings per share were US $0.44, compared with a loss of US $0.54 in the same period last year, and market expectations for a loss of US $0.36.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | Don't be afraid of CPI! U.S. stocks continue to explode</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | Don't be afraid of CPI! U.S. stocks continue to explode\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-02-10 07:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① European and American stock markets collectively closed higher, the Nasdaq rose 2.08%, and Chinese concept stocks generally rose; ② Gold hit its highest closing price in two weeks; ③ Lun Aluminum further approaches historical highs; ④ U.S. inflation data is about to come out, or it may be a clue to whether the Fed will rate hike by 50 basis points. Overseas Market</p><p>1. European and American stock markets collectively closed up! Technology stocks are strong, the Nasdaq rose more than 2%</p><p>The three major U.S. stock indexes collectively closed higher. The sell-off in U.S. bonds paused, and the 10-year U.S. bond yield, which approached 2% on Tuesday, paused from a more than two-year high, easing some pressure on technology stocks and making the market battered in recent weeks by concerns about tightening monetary policy. Breathe.</p><p>As of the close, the Dow closed up 0.86%, the Nasdaq rose 2.08%, and the S&P 500 rose 1.45%.</p><p>Most large technology stocks in the U.S. stock market rose, and Meta's stock price rose 5.4%, the largest one-day increase since April 29, 2021.<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>And Netflix rose more than 2%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent company Alphabet rose 1.6%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up 0.83%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Closed up nearly 1.1%, with only<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell slightly by 0.14%.</p><p>2. Popular Chinese concept stocks closed up on Wednesday, new energy vehicle stocks and education stocks rose sharply</p><p><a href=\"https://laohu8.com/S/DDL\">Dingdong Maicai</a>Rose nearly 22%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Rose more than 13%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up more than 6%,<a href=\"https://laohu8.com/S/SOHU\">Sohu</a>、<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Rose more than 4%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>, Ctrip rose nearly 4%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/BEST\">Best Group</a>Up more than 2%.</p><p>In the Education Unit,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Rose more than 12%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Rose more than 4%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Up nearly 3%; Among new energy vehicle stocks,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Rose more than 9%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose more than 5%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up nearly 4%.</p><p>3. European stocks collectively closed higher, and major stock indexes all rose by more than 1%.</p><p>Germany's DAX30 index rose 1.59%, France's CAC40 index rose 1.46%,<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 1.12%, Spain's IBEX35 index rose 1.96%, Italy's FTSE MIB index rose 2.66%, and Europe's Stoxx 50 index rose 1.82%.</p><p>4. Gold futures closed up 0.5% on Wednesday, hitting the highest closing price in two weeks</p><p>Gold posted gains for the fourth straight session as a fall in the dollar and U.S. Treasury Bond yields boosted the appeal of the safe-haven metal.</p><p>Adam Koos, president of Libertas Wealth Management Group, said the U.S. dollar clearly has long-term and short-term links to inflation, and its volatility can explain the volatility of metal prices. He pointed out that investors are waiting for the U.S. consumer price index (CPI) report to be released on Thursday.</p><p>Gold futures for April delivery on the New York Mercantile Exchange rose $8.70, or 0.5%, to close at $1,836.60 an ounce, the highest closing price since January 26.</p><p>5. U.S. WTI crude oil futures closed up 0.3% on Wednesday</p><p>Michael Hewson, chief market analyst at CMC Markets UK, said the resumption of indirect negotiations between the United States and Iran could \"lead to near-term weakness in crude oil prices\", but the two countries are \"still a long way from any agreement that may bring new crude oil supplies.\"</p><p>West Texas Intermediate crude oil (WTI) futures for March delivery on the New York Mercantile Exchange rose 30 cents, or 0.3%, to settle at $89.66 a barrel, reaching an intraday high of $90.58 a barrel. WTI crude oil futures closed down 2.2% on Tuesday.</p><p>6. Central bank policymakers try to dispel aggressive rate hike bets that multinational bonds are rising</p><p>The Italian 10-year Treasury Bond yield ended its seventh consecutive day of rising trend, and the German bond yield of the same maturity once fell by 5 basis points, which is poised to end the longest winning streak on record.</p><p>Francois Villeroy de Galhau, governor of the Bank of France, said investors may have overreacted as they believe there is a hawkish turn in the European Central Bank.</p><p>Huw Pill, chief economist of the Bank of England, called for reasonable monetary policy measures and expressed concern about taking unusually aggressive measures to tighten measures. Since then, the British 2-year Treasury Bond-the bond most sensitive to policy changes-has held on to its gains.</p><p>Yields fell 3 basis points to 1.30%, pulling back from a more than 10-year high hit on Tuesday.</p><p>7. Lun Aluminum further approaches historical highs and Lun Copper breaks through the US $10,000 mark</p><p>Industrial metals rose across the board. Lun aluminum maintained its continuous gains, further approaching the historical high set in 2008. However, the gains were slightly inferior to Lun copper, which rose nearly 3% and broke through the US $10,000 mark for the first time in four weeks.</p><p>Gold futures, supported by a fall in the U.S. dollar and U.S. bond yields, rose four consecutive days to a three-week high.</p><p>International macro</p><p>1. Federal Reserve Mester: Support rate hike at a faster speed than the last cycle</p><p>Cleveland Fed President Loretta Mester said it would be appropriate to expect a faster rate hike because inflation has risen significantly and the labor market is much tighter than in 2015.</p><p>\"Inflation remains facing upside risks,\" but the number and pace of the Fed's rate hike will \"depend on how the economic situation develops,\" Mester said in a prepared speech at a video seminar hosted by the European Economic and Financial Center. She reiterated her support for the March rate hike.</p><p>2. Federal Reserve Bostic: There may be more than three rate hike this year, but it depends on how the economy responds</p><p>Atlanta Fed President Raphael Bostic said on Wednesday that he expects three to four rate hike this year, but stressed that the Fed has not locked in specific plans.</p><p>Bostic's rate hike view is less aggressive than the market expects. \"On the rate hike side, I now expect three this year,\" he said. \"I'm kind of leaning towards four times, but also to see how the economy will react as we take the first policy steps in the first half of this year.\"</p><p>3. Heavy inflation data is about to come out or reveal clues about whether the Fed may rate hike by 50 basis points</p><p>One of the most important data released before the Federal Reserve's March meeting will be the January Consumer Price Index (CPI) released on Thursday. Federal Reserve Chairman Jerome Powell has already hinted that the March meeting will kick-start rate hike.</p><p>CPI is expected to rise 7.2% year-on-year in January, the largest increase since 1982. That could prompt the Fed to consider a 50 basis point rate hike for the first time since 2000, rather than the customary practice of adding 25 basis points.</p><p>4. U.S. lawmakers say they have reached a framework agreement on the 2022 spending bill</p><p>Key Republicans and Democrats in the U.S. Congress have taken an important step in the direction of providing year-round funding for the federal government.</p><p>They reached an agreement on a broad framework, so that it can add details in the coming weeks, and then pass a fiscal spending package that may reach $1.5 trillion.</p><p>5. Not only senior Fed officials, U.S. congressmen are expected to vote on the ban on stock buying and selling within this year</p><p>Do you still remember the new trading regulations of the Federal Reserve that banned the buying and selling of individual stocks and bonds for \"its own people\" after a series of \"stock speculation\" storms by senior Federal Reserve officials last year? Perhaps in the near future, stock trading by U.S. congressmen and relatives may also become a ban.</p><p>According to CNBC news on Wednesday, as House Speaker Pelosi's attitude changes and Senate Majority Leader Schumer expresses support for the ban, substantial progress is expected on the bill to ban U.S. lawmakers and relatives from trading in stocks.</p><p>6. Bank reserves may drop by up to $500 billion in the \"early\" stage of the Fed's quantitative tightening</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>It is pointed out that as the Fed begins quantitative tightening, liquidity withdrawal may first be reflected in allowing banks to reduce excess reserves, and reserves are expected to decline faster than the use of the Fed's overnight reverse repurchase tool.</p><p>Mark Cabana and Katie Craig wrote in their Feb. 9 report that the process has already begun and that bank reserves could be reduced by $250-500 billion in the early days of quantitative tightening.</p><p>7. U.S. used car prices hit a new high, but the tightest period of supply chain may be over</p><p>America's largest cars<a href=\"https://laohu8.com/S/300959\">Online and Offline</a>The Manheim Used Vehicle Value Index (Manheim Used Vehicle Value Index) owned by (O2O) trading platform Cox Automotive was basically flat as early as January this year compared with December last year, with a month-on-month increase of only 0.04%.</p><p>This index tracks the wholesale price at which U.S. auto dealers buy used cars for sale, as well as the types of used cars purchased by dealers and miles traveled. According to the analysis, the latest data sends a heavy signal that the price of used cars in the United States, which has surged in the past year, is leveling off.</p><p>8. The Bank of England's chief economist hints that the central bank will not sell British debt soon</p><p>Bank of England chief economist Huw Pill doused expectations that the central bank would soon start selling British Treasury Bond once interest rates hit 1%.</p><p>Speaking to the Society of Professional Economists on Wednesday, Pill said: \"The 1% rate is not a trigger point. It's just a consideration.\"</p><p>Company News</p><p>1、<a href=\"https://ttm.financial/NW/1104459137\" target=\"_blank\">ARM is most likely to go public on Nasdaq: Will deal a major blow to London</a></p><p>Analysts say this will have a negative impact on the British government and<a href=\"https://laohu8.com/S/LSE.UK\">London Stock Exchange</a>Deal a major blow.</p><p>Yesterday,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>(NVIDIA) and SoftBank Group jointly announced that the two parties have decided to terminate the previously reached acquisition of ARM. After the deal was cancelled, SoftBank plans to take ARM public by March 2023. SoftBank CEO Masayoshi Son said today that ARM may be listed on Nasdaq in the United States, not in the UK.</p><p>Masayoshi Son said: \"Regarding the ARM listing location, the United States is the market we are considering, most likely Nasdaq. But no matter where it is, the United States is the ARM listing location we are looking forward to.\"</p><p>2、<a href=\"https://ttm.financial/NW/2210552817\" target=\"_blank\">Third time this month! Tesla recalls another 26,681 vehicles</a></p><p>Tesla said it has not found any casualties or accidents related to this recall, but the NHTSA said that in some cases, Tesla vehicles may reduce the visibility of the windshield, which will increase the risk of vehicle collisions.</p><p>There aren't many options left for investors. First, investors should pay attention to the recall data, and rightfully so. In addition to this, investors should also get a better understanding of the overall quality of the vehicle. Good or bad quality is enough to change market share and stock price in the long run. Fortunately, tracking the quality of vehicles is not impossible.</p><p>3、<a href=\"https://ttm.financial/NW/2210155121\" target=\"_blank\">Samsung releases new Galaxy S22 series products, which will be launched globally on the 25th</a></p><p>The Galaxy S22 series still consists of three models, namely S22, S22 + and S22 Ultra. The S22 and S22 + use 6.1-inch and 6.6-inch straight screen designs respectively, while the S22 Ultra uses a 6.8-inch curved screen with 2K ultra-high resolution. The S22 Ultra is the first product in the S series to have a built-in stylus \"S Pen\", following the design of the Note series.</p><p>4、<a href=\"https://ttm.financial/NW/2210055927\" target=\"_blank\">Intel CEO: Tight chip supply is expected to continue throughout 2023</a></p><p>Intel (INTC.O) CEO Pat Gelsinger said the company expects chip supply to remain tight until at least the end of 2023, and the supply situation will not improve until 2025-2030, when wafer factory output of Intel and other manufacturers will increase, to meet growing demand and upgrading to technology.</p><p>5、<a href=\"https://ttm.financial/NW/2210639695\" target=\"_blank\">Centennial Disney's revenue rose 34% year-on-year, shares surged 8% after-hours</a></p><p>The financial report shows that, boosted by Disney's theme park and resort business, Disney's first-quarter revenue was $21.82 billion, higher than analysts' expectations of $20.91 billion. Its streaming service Disney + added nearly 12 million subscribers to 129.8 million, also ahead of analyst expectations of 125.75 million.</p><p>6、<a href=\"https://laohu8.com/NW/2210563013\" target=\"_blank\">Uber's Q4 financial report exceeded expectations, and its stock price rose more than 5% after hours</a></p><p>After the U.S. stock market closed on February 9 (Wednesday), Eastern Time,<a href=\"https://laohu8.com/S/UBER\">Uber</a>Announced fourth quarter and full year results for 2021. The financial report shows that Uber's Q4 revenue was US $5.778 billion, a year-on-year increase of 83% from US $3.165 billion in the same period last year, and the market expected US $5.357 billion; The net profit attributable to the company was US $892 million, compared with a loss of US $968 million in the same period last year, and the market expected a loss of US $682 million; Diluted earnings per share were US $0.44, compared with a loss of US $0.54 in the same period last year, and market expectations for a loss of US $0.36.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130668023","content_text":"摘要：①欧美股市集体收涨，纳指涨2.08%，中概股普涨；②黄金创两周来最高收盘价；③伦铝进一步逼近历史高位；④美通胀数据呼之欲出，或成美联储是否加息50个基点的线索。海外市场1、欧美股市集体收涨！科技股强势纳指涨超2%美股三大指数集体收涨。美债抛售潮暂歇，周二逼近2%的10年期美债收益率暂别两年多来高位，这缓解了科技股的部分压力，令近几周因担心货币政策收紧而遭受重创的市场得以喘息。截至收盘，道指收涨0.86%，纳指涨2.08%，标普500指数涨1.45%。美股大型科技股多数上涨，Meta的股价上涨5.4%，创下2021年4月29日以来最大单日涨幅，微软和奈飞涨超2%，谷歌母公司Alphabet上涨了1.6%，苹果上涨0.83%，特斯拉收涨近1.1%，只有亚马逊微跌0.14%。2、热门中概股周三收盘普涨 新能源汽车股、教育股大涨叮咚买菜涨近22%，爱奇艺涨超13%，哔哩哔哩涨超6%，搜狐、网易涨超4%，京东、携程涨近4%，百度、百世集团涨超2%。教育股中，高途涨超12%，新东方涨超4%，好未来涨近3%；新能源汽车股中，小鹏汽车涨超9%，蔚来汽车涨超5%，理想汽车涨近4%。3、欧股集体收涨 主要股指均涨超1%德国DAX30指数涨1.59%，法国CAC40指数涨1.46%，英国富时100指数涨1.12%，西班牙IBEX35指数涨1.96%，意大利富时MIB指数涨2.66%，欧洲斯托克50指数涨1.82%。4、周三黄金期货收高0.5% 创两周来最高收盘价随着美元和美国国债收益率回落提振了避险金属的吸引力，金价连续第四个交易日录得涨幅。Libertas财富管理集团总裁Adam Koos表示，美元显然与通胀有长期和短期的联系，其波动可以解释金属价格的波动。他指出投资者正在等待周四将公布的美国消费者物价指数（CPI）报告。纽约商品交易所4月交割的黄金期货价格上涨8.70美元，涨幅0.5%，收于每盎司1836.60美元，创1月26日以来的最高收盘价。5、美国WTI原油期货周三收高0.3%CMC Markets UK首席市场分析师Michael Hewson表示，美国和伊朗恢复间接谈判可能“导致近期原油价格疲软”，但两国“距离任何可能带来新的原油供应的协议还有很长的路要走。”纽约商品交易所3月交割的西德克萨斯中质原油（WTI）期货价格上涨30美分，涨幅0.3%，收于每桶89.66美元，盘中最高达到每桶90.58美元。周二WTI原油期货收跌2.2%。6、央行决策者试图打消激进的加息押注 多国债券纷纷上扬意大利10年期国债收益率结束了连续第七天走高的态势，同期限德债收益率一度下跌5个基点，势将结束有记录以来最长连涨。法国央行行长Francois Villeroy de Galhau表示，投资者们认为欧洲央行出现鹰派转向，他们可能反应过度了。英国央行首席经济学家Huw Pill呼吁货币政策措施要有理有度，对于采取异常激进的举措来收紧措施表达了担忧，此后英国2年期国债--对于政策变化最为敏感的债券--守住了涨势。收益率下跌3个基点，至1.30%，从周二触及的逾10年高点回落。7、伦铝进一步逼近历史高位 伦铜突破1万美元关口工业金属全线上涨，伦铝保持连日涨势，进一步逼近2008年所创的历史高位，但涨势稍逊伦铜，伦铜涨近3%、四周来首度突破1万美元关口。得到美元和美债收益率回落支持的黄金期货连涨四日，创三周新高。国际宏观1、美联储Mester：支持用比上次周期更快的速度加息克利夫兰联储行长Loretta Mester表示，预计以更快的速度加息将是合适之举，因为跟2015年相比，通胀率显著上升而且劳动力市场偏紧得多。“通胀仍面临上行风险，”但美联储的加息次数和速度将“取决于经济形势发展，”Mester在欧洲经济金融中心主办的视频研讨会上发表事先准备好的演讲称。她重申支持3月加息。2、美联储Bostic：今年可能加息三次以上 但要看经济如何反应美国亚特兰大联储主席Raphael Bostic周三表示，他预计今年将加息三到四次，但强调美联储并未锁定具体计划。Bostic的加息观点不如市场预期的激进。“在加息方面，我现在预计今年有三次，”他说。“我有点倾向于四次，但在我们在今年上半年迈出政策第一步时，还要看看经济会如何反应。”3、重磅通胀数据呼之欲出 或透露美联储是否可能加息50个基点的线索在美联储3月会议前出炉的最重要的数据之一，将是周四发布的1月消费者价格指数（CPI）。美联储主席杰罗姆·鲍威尔已经暗示3月会议将启动加息。1月CPI预计同比上涨7.2%，将是1982年以来最大涨幅。这可能会促使美联储考虑自2000年以来首次加息50个基点，而不是加25个基点的惯例做法。4、美国国会议员称就2022年支出法案达成了框架协议美国国会关键的共和党人和民主党人朝着为联邦政府提供全年资金的方向迈出了重要一步。他们就一个广泛的框架达成协议，从而使其可以在未来几周补充细节，进而通过规模可能达到1.5万亿美元的一揽子财政支出计划。5、不仅仅是美联储高官，美国国会议员买卖股票禁令有望在年内表决还记得去年一连串美联储高官“炒股”风波后美联储针对“自己人”禁止买卖个股和债券的交易新规么？可能在不久的将来，美国国会议员及亲属炒股或将同样成为禁令。据CNBC周三消息称，随着众议院议长佩洛西的态度转变以及参议院多数派领袖舒默对禁令表达支持后，有关禁止美国议员及亲属炒股的议案有望出现实质性进展。6、美联储量化紧缩“早期”阶段银行准备金最高或下降5000亿美元美国银行指出，随着美联储开始量化紧缩，流动性回笼可能首先体现在允许银行减少超额准备金，准备金下降的速度料快于美联储隔夜逆回购工具使用量降速。Mark Cabana和Katie Craig在2月9日的报告中写道，这个过程已经开始，在量化紧缩的早期，银行准备金可能会减少2500-5000亿美元。7、美国二手车价格再创新高，但供应链最紧张时期可能已经过去美国最大汽车线上线下（O2O）交易平台Cox Automotive旗下的曼海姆二手车价值指数（Manheim Used Vehicle Value Index）早今年1月较去年12月基本持平，环比仅上涨0.04%。这一指数追踪美国汽车经销商购买待售二手车的批发价格，以及经销商购买的二手车类型和行驶里程。分析称，最新数据发出了一个重磅信号，即过去一年激增的美国二手车价格正趋于平稳。8、英国央行首席经济学家暗示央行不会很快抛售英债英国央行首席经济学家Huw Pill浇灭了市场对一旦利率达到1%，央行将很快开始抛售英国国债的预期。Pill在周三对Society of Professional Economists发表讲话称：“1%的利率不是触发点。只是一个考虑的因素。”公司新闻1、ARM最可能在纳斯达克上市：将对伦敦造成重大打击分析人士称，这将对英国政府和伦敦证券交易所造成重大打击。昨日，英伟达（NVIDIA）和软银集团联合宣布，双方已决定终止之前达成的收购ARM交易。交易被取消后，软银计划在2023年3月之前让ARM上市。而软银CEO孙正义今日表示，ARM可能在美国纳斯达克上市，而非英国本土。孙正义说：“关于ARM上市地点，美国是我们正在考虑的市场，最有可能的是纳斯达克。但无论在哪里，美国都是我们期待的ARM上市地。”2、本月内第三次！特斯拉又召回了26681辆汽车特斯拉表示，目前还没有发现与此次召回有关的任何伤亡或事故，但NHTSA表示，在某些情况下，特斯拉汽车可能会降低挡风玻璃的可见度，将会增加车辆发生碰撞的风险。留给投资者的选择并不多。首先，投资者应该关注召回数据，这是理所当然的。除此之外，投资者还应该更好地了解车辆的整体质量。从长远来看，质量好坏足以改变市场份额和股价。所幸对车辆质量的追踪并不是无计可施。3、三星发布Galaxy S22系列新品，25日将在全球上市Galaxy S22系列依旧是三款机型，分别是S22、S22+及S22 Ultra。S22和S22+分别采用6.1英寸和6.6英寸直屏设计，S22 Ultra采用6.8英寸曲面屏，采用2K超高分辨率。S22 Ultra是S系列首款内置手写笔“S Pen”的产品，沿袭Note系列设计。4、英特尔CEO：预计芯片供应紧张情况会持续2023年全年英特尔（INTC.O）首席执行官Pat Gelsinger表示，公司预计芯片供应至少到2023年末都将保持紧张，2025-2030年供应形势才会有所好转，届时英特尔和其他制造商的晶圆工厂产量将增加，满足不断增长的需求和向技术的更新换代。5、百年迪士尼营收同比增长34%，盘后股价飙升8%财报显示，受到迪斯尼主题公园和度假区业务的提振，迪士尼第一财季营收为218.2亿美元，高于分析师预期的209.1亿美元。其流媒体服务Disney+订阅用户数新增近1200万用户至1.298亿，同样高于分析师预期1.2575亿。6、优步Q4财报超预期，盘后股价涨逾5%美东时间2月9日（周三）美股盘后，优步公布2021年第四季度及全年业绩。财报显示，优步Q4营收57.78亿美元，较上年同期31.65亿美元同比增长83%，市场预期53.57亿美元；归属于公司净利润8.92亿美元，上年同期亏损9.68亿美元，市场预期亏损6.82亿美元；摊薄每股收益为0.44美元，上年同期亏损为0.54美元，市场预期亏损0.36美元。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096614647,"gmtCreate":1644372549599,"gmtModify":1676533918500,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096614647","repostId":"1187099489","repostType":4,"repost":{"id":"1187099489","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":1644364427,"share":"https://ttm.financial/m/news/1187099489?lang=en_US&edition=fundamental","pubTime":"2022-02-09 07:53","market":"sh","language":"zh","title":"Last night and this morning | U.S. stock bulls exploded! Zhonggai rebounded strongly","url":"https://stock-news.laohu8.com/highlight/detail?id=1187099489","media":"老虎资讯综合","summary":"摘要：①美股全线收高，纳指涨1.28%，中概股普涨；②伦铝飙升至2008年以来最高水平，高盛已将目标价上调至4000美元；③美油收跌2.2%，创近一周来最低收盘价；④美国上调2023年原油产量预测，料","content":"<p><html><head></head><body>Summary: ① U.S. stocks closed higher across the board, the Nasdaq rose 1.28%, and Chinese concept stocks generally rose; ② Lun aluminum soared to its highest level since 2008,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Has raised price target to $4,000; ③ U.S. oil closed down 2.2%, the lowest closing price in nearly a week; ④ The United States raised its crude oil production forecast for 2023, which is expected to hit a record high. Overseas Market</p><p>1. US stocks closed higher across the board on Tuesday! Nasdaq rose more than 1%</p><p>The three major U.S. stock indexes collectively closed higher, as investors digested the impact of another batch of corporate earnings reports and awaited the release of key inflation data later this week.</p><p>The Dow closed up 1.06%, the Nasdaq closed up 1.28%, and the S&P 500 closed up 0.84%.</p><p>Most large technology stocks rose,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Up 0.14%,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Up 0.36%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Up 1.2%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up 1.85%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up 2.2%; Meta closed down 2.1%, falling for four consecutive days, and falling more than 31% in four days.</p><p>Non-ferrous metals and steel sectors led the gains sharply,<a href=\"https://laohu8.com/S/CENX\">Century Aluminum</a>Up nearly 12%,<a href=\"https://laohu8.com/S/AA\">Alcoa</a>Up 9.7%,<a href=\"https://laohu8.com/S/X\">United States Steel</a>Up 4.5%.</p><p>2. Popular Chinese concept stocks closed generally higher on Tuesday<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up nearly 13%<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up more than 7%</p><p>Popular Chinese concept stocks closed generally higher on Tuesday, with e-commerce stocks, new energy vehicle stocks, and some education stocks rising, with Pinduoduo and Bilibili leading the gains.</p><p>Pinduoduo rose nearly 13%, Bilibili rose more than 7%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/UXIN\">Youxin</a>、<a href=\"https://laohu8.com/S/DDL\">Dingdong Maicai</a>Rose nearly 7%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/TOUR\">Tuniu</a>、<a href=\"https://laohu8.com/S/ATHM\">Car Home</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>, up more than 3%.</p><p>Among new energy vehicle stocks,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose nearly 3%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up more than 1%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up nearly 1%.</p><p>3. Major European stock indexes were mixed, with the German DAX30 index rising 0.26%</p><p>Germany's DAX30 index closed up 0.26% on Tuesday,<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.11%, the French CAC40 index rose 0.27%, and the European Stoxx 50 index rose 0.23%.</p><p>4. Gold futures closed up 0.3% on Wednesday, hitting the highest closing price in three weeks</p><p>Adrian Ash, head of research at BullionVault, said: \"The only truly convinced deal right now seems to be a bet on the Fed's faster rate hike.\"</p><p>Gold futures for April delivery on the New York Mercantile Exchange rose $6.10, or 0.3%, to close at $1,827.90 an ounce, the highest closing price since January 26. Gold futures rose 0.8% on Monday, their biggest one-day percentage gain since Jan. 19.</p><p>5. U.S. oil closed down 2.2% on Tuesday, hitting its lowest closing price in nearly a week</p><p>West Texas Intermediate crude oil (WTI) for March delivery fell $1.96, or 2.2%, to settle at $89.36 a barrel on the New York Mercantile Exchange, its lowest close since February 2.</p><p>Talks on Iran's nuclear talks aimed at reviving the 2015 nuclear deal resumed in Vienna on Tuesday. As an indirect participant in the negotiations, the United States withdrew from the deal in 2018 under President Trump, extending sanctions against Iran and preventing it from exporting crude oil on a large scale. Iran responded by increasing the amount of uranium it enriched, which violated the agreement and purity.</p><p>6. Lun Aluminum soared to its highest level since 2008, Goldman Sachs has raised its price target to $4,000</p><p>Aluminum prices hit their highest level since 2008 on Tuesday, driven by investor concerns about tight supplies and falling inventories. London Metal Exchange (LME) benchmark aluminum rose 3.3% during intraday trading, hitting $3,236 per ton.</p><p>\"In the run-up to the Beijing Olympics, aluminum production has been significantly reduced to improve air quality,\" said WisdomTree analyst Nitesh Shah, predicting that rising demand will push up prices in the long term.</p><p>Goldman Sachs analysts said in a report: \"The aluminum market is facing a melting trend this year due to the simultaneous shortage of aluminum inventories in China and outside China.\"</p><p>International macro</p><p>1. The U.S. raised prices and wages in January, the proportion of small businesses reached a record high, and inflation remains a top concern</p><p>Data released by the National Federation of Independent Business (NFIB) on Tuesday showed that a net 61% of business owners said they raised their average selling price in January, the highest since the data began to be compiled in 1986. Inflation remains the biggest concern for small businesses, with the highest proportion of respondents mentioning it since 1981.</p><p>\"More small business owners are starting to raise prices in the new year to pass on rising inventory, supply and labor costs,\" NFIB chief economist Bill Dunkelberg said in a statement. \"In order to attract qualified employees to fill vacancies, the proportion of business owners who have raised their salaries has also reached an unprecedented level.\"</p><p>2. The United States raises its crude oil production forecast for 2023 and is expected to hit a record high</p><p>The Energy Information Administration (EIA) said in its monthly short-term energy outlook that the average daily supply of oil in 2023 will reach 12.6 million barrels, higher than the previous estimate of 12.41 million barrels. The current record high is 12.3 million barrels per day hit in 2019. The estimate for this year was revised up to 11.97 million barrels from 11.8 million barrels.</p><p>The increase in U.S. supply is what U.S. President Joe Biden is happy to see. He frequently asks suppliers to increase production to help stabilize oil prices and curb inflation. After oil prices surged to their highest level since 2014, two of the largest U.S. oil companies announced they would increase production in the Permian Basin by double digits.</p><p>3. The EU announced the \"Chip Act\": investing US $49 billion to promote chip manufacturing</p><p>This is a multi-year, large-scale investment plan aimed at making Europe the frontrunner in the global chip manufacturing industry.</p><p>European Commission President Ursula Von Der von der Leyen said that the EU is currently too dependent on overseas suppliers and has not yet manufactured the most advanced chips. And chips are at the heart of the global technology race and certainly the cornerstone of our modern economy.</p><p>4. WHO report: Medical services in more than 90% of the countries and regions surveyed are disrupted by the epidemic</p><p>According to the WHO, according to the survey conducted from November to December last year, COVID-19 pandemic has had a serious impact on basic medical services in many countries, and the situation at the end of 2021 has \"hardly improved\" compared with the beginning of 2021.</p><p>5. The Russian government has approved the legislative concept of digital currency circulation supervision</p><p>Relevant Russian government departments will strictly supervise the market circulation of encrypted digital currencies in the country and will further protect the rights of ordinary investors. The Russian Ministry of Finance and the Central Bank will formulate relevant bills before February 18th. This means that Russia will not completely ban the use, exchange and circulation of digital currencies in the country.</p><p>6. Bringing documents back to Mar-a-Lago during his administration, Trump is suspected of breaking the law</p><p>According to the report, Trump has the habit of tearing up documents, which will face the risk of violating the Presidential Records Act. As required by law, the President of the United States is required to keep memos, letters, notes, e-mails, faxes, and other written communications relating to the official duties of the President. The National Archives and Records Administration of the United States confirmed that some documents had been torn up, and White House document managers \"taped\" some documents.</p><p>7. The Iranian nuclear negotiations restarted, saying that \"the agreement is in sight\"</p><p>A spokesman for the US State Department said on the 7th that an agreement to solve the core concerns of all parties to the Iranian nuclear negotiations is \"in sight\".</p><p>However, if the agreement cannot be finalized in the next few weeks and Iran continues to advance its nuclear activities, it is impossible for the United States to resume the implementation of the comprehensive agreement on the Iranian nuclear issue.</p><p>8. The European Central Bank organizes climate stress tests, and the banking industry is worried about taking the opportunity to raise capital requirements</p><p>The ECB made clear in public statements that the tests give banks and regulators an opportunity to understand the impact of extreme weather and stricter climate regulations on the banking sector.</p><p>The European Central Bank will not publish the test results of various banks, and said it will be cautious in making any capital conclusions. But it also makes it clear that climate change will eventually be treated on the same level as other risks.</p><p>Joseph Dickerson, an analyst at Jefferies Financial Group Inc., said regulators won't waste time on this without planning to come up with some way to calibrate bank capital at some point in the future.</p><p>9. Under pressure, British Prime Minister Johnson announced the reshuffle of the government cabinet</p><p>Under the influence of a series of events such as the previous \"Party Gate\", British Prime Minister Boris Johnson faced greater pressure from inside and outside the party and had to reshuffle the government cabinet to respond to the demands of the people and inside and outside the party.</p><p>It is understood that so far, a number of members of the party have sent letters to the Committee of Ordinary Members of Conservative Party asking for a vote of no confidence against Johnson. If such letters reach a certain number, a vote of no confidence against Conservative leader Johnson will have to be held.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2210389755\" target=\"_blank\">Meta's market value fell below $600 billion, falling to eighth place in the United States, overtaken by Nvidia</a></p><p>Meta shares fell 2.1% Tuesday to close at $220.18. The stock has fallen 35% so far this year and is now at its lowest level since July 2020.</p><p>Not long ago, Meta joined Apple, Microsoft, Amazon, and Alphabet in the top five U.S. companies by market capitalization. However, Meta has now dropped to eighth place, below<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway and Nvidia.</p><p>2、<a href=\"https://laohu8.com/NW/2210582927\" target=\"_blank\">Apple Announces Tap to Pay Feature: Allowing Merchants to Accept Payments Through iPhone</a></p><p>Apple announced today that it will launch the \"Tap to Pay\" feature on the iPhone, allowing millions of merchants across the United States to use their iPhone to seamlessly and securely accept Apple Pay, contactless credit and debit cards, and other digital wallet payments without the need for additional hardware or payment terminals.</p><p>3、<a href=\"https://laohu8.com/NW/2210584043\" target=\"_blank\">Johnson & Johnson has suspended production of COVID-19 vaccine, reports say</a></p><p>Citing people familiar with the matter, Johnson & Johnson quietly closed the only factory that produced usable batches of COVID-19 vaccine late last year, the media reported.</p><p>According to the report, the production halt is temporary, and the factory in Leiden, the Netherlands, is expected to start producing vaccines again in a few months. It is unclear whether the suspension has an impact on vaccine supplies due to the increase in inventories.</p><p>4、<a href=\"https://laohu8.com/NW/2210538571\" target=\"_blank\">\"Metaverse Company\" Meta clarifies: The company has absolutely no threat to leave the European market</a></p><p>Yesterday, foreign media reported that Meta stated in its annual report submitted to the U.S. Securities and Exchange Commission that European data laws prevent the company from managing the data of European users on U.S. servers. If the new framework is not adopted and the company is no longer allowed. Using the current protocol will shut down its services in Europe. This behavior was interpreted as a \"threat\" to leave the European market.</p><p>5、<a href=\"https://laohu8.com/NW/2209585241\" target=\"_blank\">SoftBank plans to take Arm public after Nvidia abandons takeover</a></p><p>SoftBank Group said it plans to have Arm go on an initial public offering (IPO) after Nvidia dropped its proposal to buy chip designer Arm in the face of backlash from regulators and customers.</p><p>The Japanese company said it aims to conduct an IPO in the U.S. in its fiscal year ending in March 2023. In addition, after Simon Segars steps down, Arm President Rene Haas will replace him as CEO.</p><p>6、<a href=\"https://laohu8.com/NW/2210584669\" target=\"_blank\">Pfizer's revenue forecast for COVID-19 vaccine and oral drugs this year falls short of Street expectations</a></p><p>Pfizer's forecast for 2022 sales and profits fell short of Street estimates, and the company's COVID-19 vaccine and expected revenue from recently approved oral drugs disappointed investors.</p><p>The New York-based drugmaker expects 2022 adjusted earnings of $6.35 to $6.55 per share, compared with analysts' estimates of $6.65, according to a statement Tuesday. Pfizer said it will reach $102 billion in revenue, compared with analysts' average estimate of $106 billion.</p><p>7、<a href=\"https://laohu8.com/NW/2210582483\" target=\"_blank\">After the official announcement of firing the CEO and layoffs of 2,800 people, Peloton's stock price took off</a></p><p>Peloton, a fitness equipment and media company, announced Tuesday that it will change its chief executive officer (CEO) and lay off about 2,800 jobs in an effort to revive sluggish performance and win back investor confidence. In the U.S. stock market, Paleton's share price soared by more than 30%.</p><p>8、<a href=\"https://laohu8.com/NW/2210533540\" target=\"_blank\">Lyft's Q4 revenue increased by 70% year-on-year, net loss narrowed year-on-year</a></p><p>The financial report shows that Lyft's Q4 revenue was US $970 million, compared with US $570 million in the same period last year, a year-on-year increase of 70%; The net loss was US $259 million, compared with a net loss of US $458 million in the same period last year; The net loss margin was 26.7%, compared with 80.4% in the same period last year. Adjusted net profit was US $32.1 million, compared with a net loss of US $185 million in the same period last year. Adjusted EBITDA was US $74.7 million, compared with a loss of US $150 million in the same period last year; Adjusted EBITDA margin was 7.7%, compared with a loss margin of 26.3% in the same period last year. In the fourth quarter, the number of active passengers increased by 49.2% year-on-year to 18.728 million, compared with 12.552 million in the same period last year. Revenue from active passengers increased by 14.1% year-on-year to US $51.79, compared with US $45.40 in the same period last year. As of December 31, 2021, Lyft had $2.3 billion in unrestricted cash, cash equivalents and short-term investments.</p><p>9、<a href=\"https://laohu8.com/NW/2210404533\" target=\"_blank\">Peloton Q2 revenue increased by 6% year-on-year, with a net loss of US $439 million</a></p><p>After the U.S. stock market closed on February 8 (Tuesday) Eastern Time, Peloton's revenue in the second quarter of fiscal year 2022 was US $1.134 billion, a year-on-year increase of 6%; net loss was US $439 million, compared with a net profit of US $63.6 million in the same period last year; Diluted loss per share was US $1.39, compared with US $0.18 in the same period last year. Gross profit was US $280 million, compared with US $425 million in the same period last year; Gross profit margin was 24.7%. Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) was-$267 million, compared with $117 million in the same period last year.</p><p>10、<a href=\"https://laohu8.com/NW/2210336625\" target=\"_blank\">Cybersecurity company Mandiant Inc. soared nearly 18%, and Microsoft is rumored to plan to acquire it</a></p><p>According to people familiar with the matter,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>In the process of acquiring cybersecurity research and incident response firm<a href=\"https://laohu8.com/S/MNDT\">Mandiant</a>Inc. (MNDT.US) in negotiations, the deal will strengthen Microsoft's efforts to protect customers from hackers and intrusions. As of the close of U.S. stocks on Tuesday, Mandiant rose 17.86% to $17.75.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | U.S. stock bulls exploded! Zhonggai rebounded strongly</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | U.S. stock bulls exploded! Zhonggai rebounded strongly\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-02-09 07:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: ① U.S. stocks closed higher across the board, the Nasdaq rose 1.28%, and Chinese concept stocks generally rose; ② Lun aluminum soared to its highest level since 2008,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Has raised price target to $4,000; ③ U.S. oil closed down 2.2%, the lowest closing price in nearly a week; ④ The United States raised its crude oil production forecast for 2023, which is expected to hit a record high. Overseas Market</p><p>1. US stocks closed higher across the board on Tuesday! Nasdaq rose more than 1%</p><p>The three major U.S. stock indexes collectively closed higher, as investors digested the impact of another batch of corporate earnings reports and awaited the release of key inflation data later this week.</p><p>The Dow closed up 1.06%, the Nasdaq closed up 1.28%, and the S&P 500 closed up 0.84%.</p><p>Most large technology stocks rose,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Up 0.14%,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Up 0.36%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Up 1.2%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up 1.85%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up 2.2%; Meta closed down 2.1%, falling for four consecutive days, and falling more than 31% in four days.</p><p>Non-ferrous metals and steel sectors led the gains sharply,<a href=\"https://laohu8.com/S/CENX\">Century Aluminum</a>Up nearly 12%,<a href=\"https://laohu8.com/S/AA\">Alcoa</a>Up 9.7%,<a href=\"https://laohu8.com/S/X\">United States Steel</a>Up 4.5%.</p><p>2. Popular Chinese concept stocks closed generally higher on Tuesday<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up nearly 13%<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up more than 7%</p><p>Popular Chinese concept stocks closed generally higher on Tuesday, with e-commerce stocks, new energy vehicle stocks, and some education stocks rising, with Pinduoduo and Bilibili leading the gains.</p><p>Pinduoduo rose nearly 13%, Bilibili rose more than 7%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/UXIN\">Youxin</a>、<a href=\"https://laohu8.com/S/DDL\">Dingdong Maicai</a>Rose nearly 7%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/TOUR\">Tuniu</a>、<a href=\"https://laohu8.com/S/ATHM\">Car Home</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>, up more than 3%.</p><p>Among new energy vehicle stocks,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose nearly 3%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up more than 1%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up nearly 1%.</p><p>3. Major European stock indexes were mixed, with the German DAX30 index rising 0.26%</p><p>Germany's DAX30 index closed up 0.26% on Tuesday,<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.11%, the French CAC40 index rose 0.27%, and the European Stoxx 50 index rose 0.23%.</p><p>4. Gold futures closed up 0.3% on Wednesday, hitting the highest closing price in three weeks</p><p>Adrian Ash, head of research at BullionVault, said: \"The only truly convinced deal right now seems to be a bet on the Fed's faster rate hike.\"</p><p>Gold futures for April delivery on the New York Mercantile Exchange rose $6.10, or 0.3%, to close at $1,827.90 an ounce, the highest closing price since January 26. Gold futures rose 0.8% on Monday, their biggest one-day percentage gain since Jan. 19.</p><p>5. U.S. oil closed down 2.2% on Tuesday, hitting its lowest closing price in nearly a week</p><p>West Texas Intermediate crude oil (WTI) for March delivery fell $1.96, or 2.2%, to settle at $89.36 a barrel on the New York Mercantile Exchange, its lowest close since February 2.</p><p>Talks on Iran's nuclear talks aimed at reviving the 2015 nuclear deal resumed in Vienna on Tuesday. As an indirect participant in the negotiations, the United States withdrew from the deal in 2018 under President Trump, extending sanctions against Iran and preventing it from exporting crude oil on a large scale. Iran responded by increasing the amount of uranium it enriched, which violated the agreement and purity.</p><p>6. Lun Aluminum soared to its highest level since 2008, Goldman Sachs has raised its price target to $4,000</p><p>Aluminum prices hit their highest level since 2008 on Tuesday, driven by investor concerns about tight supplies and falling inventories. London Metal Exchange (LME) benchmark aluminum rose 3.3% during intraday trading, hitting $3,236 per ton.</p><p>\"In the run-up to the Beijing Olympics, aluminum production has been significantly reduced to improve air quality,\" said WisdomTree analyst Nitesh Shah, predicting that rising demand will push up prices in the long term.</p><p>Goldman Sachs analysts said in a report: \"The aluminum market is facing a melting trend this year due to the simultaneous shortage of aluminum inventories in China and outside China.\"</p><p>International macro</p><p>1. The U.S. raised prices and wages in January, the proportion of small businesses reached a record high, and inflation remains a top concern</p><p>Data released by the National Federation of Independent Business (NFIB) on Tuesday showed that a net 61% of business owners said they raised their average selling price in January, the highest since the data began to be compiled in 1986. Inflation remains the biggest concern for small businesses, with the highest proportion of respondents mentioning it since 1981.</p><p>\"More small business owners are starting to raise prices in the new year to pass on rising inventory, supply and labor costs,\" NFIB chief economist Bill Dunkelberg said in a statement. \"In order to attract qualified employees to fill vacancies, the proportion of business owners who have raised their salaries has also reached an unprecedented level.\"</p><p>2. The United States raises its crude oil production forecast for 2023 and is expected to hit a record high</p><p>The Energy Information Administration (EIA) said in its monthly short-term energy outlook that the average daily supply of oil in 2023 will reach 12.6 million barrels, higher than the previous estimate of 12.41 million barrels. The current record high is 12.3 million barrels per day hit in 2019. The estimate for this year was revised up to 11.97 million barrels from 11.8 million barrels.</p><p>The increase in U.S. supply is what U.S. President Joe Biden is happy to see. He frequently asks suppliers to increase production to help stabilize oil prices and curb inflation. After oil prices surged to their highest level since 2014, two of the largest U.S. oil companies announced they would increase production in the Permian Basin by double digits.</p><p>3. The EU announced the \"Chip Act\": investing US $49 billion to promote chip manufacturing</p><p>This is a multi-year, large-scale investment plan aimed at making Europe the frontrunner in the global chip manufacturing industry.</p><p>European Commission President Ursula Von Der von der Leyen said that the EU is currently too dependent on overseas suppliers and has not yet manufactured the most advanced chips. And chips are at the heart of the global technology race and certainly the cornerstone of our modern economy.</p><p>4. WHO report: Medical services in more than 90% of the countries and regions surveyed are disrupted by the epidemic</p><p>According to the WHO, according to the survey conducted from November to December last year, COVID-19 pandemic has had a serious impact on basic medical services in many countries, and the situation at the end of 2021 has \"hardly improved\" compared with the beginning of 2021.</p><p>5. The Russian government has approved the legislative concept of digital currency circulation supervision</p><p>Relevant Russian government departments will strictly supervise the market circulation of encrypted digital currencies in the country and will further protect the rights of ordinary investors. The Russian Ministry of Finance and the Central Bank will formulate relevant bills before February 18th. This means that Russia will not completely ban the use, exchange and circulation of digital currencies in the country.</p><p>6. Bringing documents back to Mar-a-Lago during his administration, Trump is suspected of breaking the law</p><p>According to the report, Trump has the habit of tearing up documents, which will face the risk of violating the Presidential Records Act. As required by law, the President of the United States is required to keep memos, letters, notes, e-mails, faxes, and other written communications relating to the official duties of the President. The National Archives and Records Administration of the United States confirmed that some documents had been torn up, and White House document managers \"taped\" some documents.</p><p>7. The Iranian nuclear negotiations restarted, saying that \"the agreement is in sight\"</p><p>A spokesman for the US State Department said on the 7th that an agreement to solve the core concerns of all parties to the Iranian nuclear negotiations is \"in sight\".</p><p>However, if the agreement cannot be finalized in the next few weeks and Iran continues to advance its nuclear activities, it is impossible for the United States to resume the implementation of the comprehensive agreement on the Iranian nuclear issue.</p><p>8. The European Central Bank organizes climate stress tests, and the banking industry is worried about taking the opportunity to raise capital requirements</p><p>The ECB made clear in public statements that the tests give banks and regulators an opportunity to understand the impact of extreme weather and stricter climate regulations on the banking sector.</p><p>The European Central Bank will not publish the test results of various banks, and said it will be cautious in making any capital conclusions. But it also makes it clear that climate change will eventually be treated on the same level as other risks.</p><p>Joseph Dickerson, an analyst at Jefferies Financial Group Inc., said regulators won't waste time on this without planning to come up with some way to calibrate bank capital at some point in the future.</p><p>9. Under pressure, British Prime Minister Johnson announced the reshuffle of the government cabinet</p><p>Under the influence of a series of events such as the previous \"Party Gate\", British Prime Minister Boris Johnson faced greater pressure from inside and outside the party and had to reshuffle the government cabinet to respond to the demands of the people and inside and outside the party.</p><p>It is understood that so far, a number of members of the party have sent letters to the Committee of Ordinary Members of Conservative Party asking for a vote of no confidence against Johnson. If such letters reach a certain number, a vote of no confidence against Conservative leader Johnson will have to be held.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2210389755\" target=\"_blank\">Meta's market value fell below $600 billion, falling to eighth place in the United States, overtaken by Nvidia</a></p><p>Meta shares fell 2.1% Tuesday to close at $220.18. The stock has fallen 35% so far this year and is now at its lowest level since July 2020.</p><p>Not long ago, Meta joined Apple, Microsoft, Amazon, and Alphabet in the top five U.S. companies by market capitalization. However, Meta has now dropped to eighth place, below<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway and Nvidia.</p><p>2、<a href=\"https://laohu8.com/NW/2210582927\" target=\"_blank\">Apple Announces Tap to Pay Feature: Allowing Merchants to Accept Payments Through iPhone</a></p><p>Apple announced today that it will launch the \"Tap to Pay\" feature on the iPhone, allowing millions of merchants across the United States to use their iPhone to seamlessly and securely accept Apple Pay, contactless credit and debit cards, and other digital wallet payments without the need for additional hardware or payment terminals.</p><p>3、<a href=\"https://laohu8.com/NW/2210584043\" target=\"_blank\">Johnson & Johnson has suspended production of COVID-19 vaccine, reports say</a></p><p>Citing people familiar with the matter, Johnson & Johnson quietly closed the only factory that produced usable batches of COVID-19 vaccine late last year, the media reported.</p><p>According to the report, the production halt is temporary, and the factory in Leiden, the Netherlands, is expected to start producing vaccines again in a few months. It is unclear whether the suspension has an impact on vaccine supplies due to the increase in inventories.</p><p>4、<a href=\"https://laohu8.com/NW/2210538571\" target=\"_blank\">\"Metaverse Company\" Meta clarifies: The company has absolutely no threat to leave the European market</a></p><p>Yesterday, foreign media reported that Meta stated in its annual report submitted to the U.S. Securities and Exchange Commission that European data laws prevent the company from managing the data of European users on U.S. servers. If the new framework is not adopted and the company is no longer allowed. Using the current protocol will shut down its services in Europe. This behavior was interpreted as a \"threat\" to leave the European market.</p><p>5、<a href=\"https://laohu8.com/NW/2209585241\" target=\"_blank\">SoftBank plans to take Arm public after Nvidia abandons takeover</a></p><p>SoftBank Group said it plans to have Arm go on an initial public offering (IPO) after Nvidia dropped its proposal to buy chip designer Arm in the face of backlash from regulators and customers.</p><p>The Japanese company said it aims to conduct an IPO in the U.S. in its fiscal year ending in March 2023. In addition, after Simon Segars steps down, Arm President Rene Haas will replace him as CEO.</p><p>6、<a href=\"https://laohu8.com/NW/2210584669\" target=\"_blank\">Pfizer's revenue forecast for COVID-19 vaccine and oral drugs this year falls short of Street expectations</a></p><p>Pfizer's forecast for 2022 sales and profits fell short of Street estimates, and the company's COVID-19 vaccine and expected revenue from recently approved oral drugs disappointed investors.</p><p>The New York-based drugmaker expects 2022 adjusted earnings of $6.35 to $6.55 per share, compared with analysts' estimates of $6.65, according to a statement Tuesday. Pfizer said it will reach $102 billion in revenue, compared with analysts' average estimate of $106 billion.</p><p>7、<a href=\"https://laohu8.com/NW/2210582483\" target=\"_blank\">After the official announcement of firing the CEO and layoffs of 2,800 people, Peloton's stock price took off</a></p><p>Peloton, a fitness equipment and media company, announced Tuesday that it will change its chief executive officer (CEO) and lay off about 2,800 jobs in an effort to revive sluggish performance and win back investor confidence. In the U.S. stock market, Paleton's share price soared by more than 30%.</p><p>8、<a href=\"https://laohu8.com/NW/2210533540\" target=\"_blank\">Lyft's Q4 revenue increased by 70% year-on-year, net loss narrowed year-on-year</a></p><p>The financial report shows that Lyft's Q4 revenue was US $970 million, compared with US $570 million in the same period last year, a year-on-year increase of 70%; The net loss was US $259 million, compared with a net loss of US $458 million in the same period last year; The net loss margin was 26.7%, compared with 80.4% in the same period last year. Adjusted net profit was US $32.1 million, compared with a net loss of US $185 million in the same period last year. Adjusted EBITDA was US $74.7 million, compared with a loss of US $150 million in the same period last year; Adjusted EBITDA margin was 7.7%, compared with a loss margin of 26.3% in the same period last year. In the fourth quarter, the number of active passengers increased by 49.2% year-on-year to 18.728 million, compared with 12.552 million in the same period last year. Revenue from active passengers increased by 14.1% year-on-year to US $51.79, compared with US $45.40 in the same period last year. As of December 31, 2021, Lyft had $2.3 billion in unrestricted cash, cash equivalents and short-term investments.</p><p>9、<a href=\"https://laohu8.com/NW/2210404533\" target=\"_blank\">Peloton Q2 revenue increased by 6% year-on-year, with a net loss of US $439 million</a></p><p>After the U.S. stock market closed on February 8 (Tuesday) Eastern Time, Peloton's revenue in the second quarter of fiscal year 2022 was US $1.134 billion, a year-on-year increase of 6%; net loss was US $439 million, compared with a net profit of US $63.6 million in the same period last year; Diluted loss per share was US $1.39, compared with US $0.18 in the same period last year. Gross profit was US $280 million, compared with US $425 million in the same period last year; Gross profit margin was 24.7%. Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) was-$267 million, compared with $117 million in the same period last year.</p><p>10、<a href=\"https://laohu8.com/NW/2210336625\" target=\"_blank\">Cybersecurity company Mandiant Inc. soared nearly 18%, and Microsoft is rumored to plan to acquire it</a></p><p>According to people familiar with the matter,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>In the process of acquiring cybersecurity research and incident response firm<a href=\"https://laohu8.com/S/MNDT\">Mandiant</a>Inc. (MNDT.US) in negotiations, the deal will strengthen Microsoft's efforts to protect customers from hackers and intrusions. As of the close of U.S. stocks on Tuesday, Mandiant rose 17.86% to $17.75.</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":"1187099489","content_text":"摘要：①美股全线收高，纳指涨1.28%，中概股普涨；②伦铝飙升至2008年以来最高水平，高盛已将目标价上调至4000美元；③美油收跌2.2%，创近一周来最低收盘价；④美国上调2023年原油产量预测，料创纪录高位。海外市场1、美股周二全线收高！纳指涨超1%美股三大指数集体收涨，投资者消化了又一批企业财报的影响，并等待本周晚些时候公布关键的通胀数据。道指收涨1.06%，纳指收涨1.28%，标普500指数收涨0.84%。大型科技股多数上涨，谷歌上涨0.14%，奈飞上涨0.36%，微软上涨1.2%，苹果上涨1.85%，亚马逊上涨2.2%；Meta收跌2.1%，连跌四日、四日累跌逾31%。有色金属、钢铁板块大幅领涨，世纪铝业涨近12%，美国铝业涨9.7%，美国钢铁涨4.5%。2、热门中概股周二收盘普涨 拼多多涨近13% 哔哩哔哩涨超7%热门中概股周二收盘普涨，电商股、新能源汽车股、部分教育股走高，拼多多、哔哩哔哩等涨幅居前。拼多多涨近13%哔哩哔哩涨超7%，好未来、优信、叮咚买菜涨近7%，京东、新东方、途牛、汽车之家、腾讯音乐、涨超3%。新能源汽车股中，蔚来汽车涨近3%，理想汽车涨超1%，小鹏汽车涨近1%。3、欧股主要指数涨跌互现，德国DAX30指数涨0.26%德国DAX30指数周二收涨0.26%，英国富时100指数跌0.11%，法国CAC40指数涨0.27%，欧洲斯托克50指数涨0.23%。4、黄金期货周三收高0.3% 创3周来最高收盘价BullionVault研究主管Adrian Ash表示：“目前唯一真正确信的交易似乎是押注美联储更快地加息。”纽约商品交易所4月交割的黄金期货价格上涨6.10美元，涨幅为0.3%，收于每盎司1827.90美元，为1月26日以来的最高收盘价。周一黄金期货价格上涨0.8%，创1月19日以来的最大单日百分比涨幅。5、周二美油收跌2.2% 创近一周来最低收盘价纽约商品交易所3月交割的西德克萨斯中质原油(WTI)下跌1.96美元，跌幅为2.2%，收于每桶89.36美元，创2月2日以来的最低收盘价。旨在恢复2015年核协议的伊朗核谈判谈判于周二在维也纳恢复。作为谈判的间接参与者，美国于2018年在特朗普总统的领导下退出了该协议，延长了对伊朗的制裁，阻止其大规模出口原油。伊朗的回应是增加其浓缩铀的数量，这违反了协议和纯度。6、伦铝飙升至2008年以来最高水平 高盛已将目标价上调至4000美元铝价在周二达到了2008年以来的最高水平，受投资者对供应紧张和库存下降的担忧推动。伦敦金属交易所(LME)指标期铝盘中一度上涨3.3%，触及每吨3236美元。WisdomTree分析师Nitesh Shah表示：“在北京奥运会前夕，为了改善空气质量，铝产量大幅减少，”他预测，从长期来看，不断上升的需求将推高价格。高盛分析师在一份报告中称：“铝市场今年正面临着融涨行情，原因是中国和中国以外地区的铝库存同时出现短缺。”国际宏观1、美国1月份提价和提薪小企业占比达纪录高位 通胀仍是头等关切美国全国独立企业联合会(NFIB)周二公布的数据显示，净61%的企业主称1月上调了平均售价，为1986年开始编纂该数据以来最高纪录。通胀仍是小企业最关切的事，提及此事的受访者占比为1981年以来最高。“更多小企业主在新的一年开始提价，以转嫁上升的库存、供应和劳动力成本，”NFIB首席经济学家Bill Dunkelberg在声明中称。“为吸引合格员工填补职缺，加薪企业主比例也达到前所未见的水平。”2、美国上调2023年原油产量预测 料创纪录高位能源信息管理局(EIA)在短期能源展望月报中表示，2023年石油平均日供应量将达到1，260万桶，高于先前预估的1，241万桶。当前纪录高位是2019年触及的每日1，230万桶。对今年的预估从1，180万桶上修至1，197万桶。美国供应增加是美国总统拜登所乐见的，他频频要求供应商增产以帮助平抑油价，遏制通胀。在油价飙升至2014年以来最高水平后，美国最大石油公司中的两家宣布将把二叠纪盆地产量提高两位数。3、欧盟公布《芯片法案》：投资490亿美元推动芯片制造这是一项多年期、大规模的投资计划， 旨在让欧洲成为全球芯片制造行业的领跑者。欧盟委员会主席乌苏拉·冯德莱恩(Ursula Von Der Leyen)对此表示，欧盟当前过于依赖海外供应商，还没有制造最先进的芯片。而芯片是全球技术竞赛的核心，当然也是我们现代经济的基石。4、世卫组织报告：超九成受调查国家和地区医疗服务受疫情干扰世卫组织表示，根据这项在去年11月至12月进行的调查，新冠疫情给多国基本医疗服务带来严重影响，2021年年底的情况与2021年年初相比“几乎没有任何改善”。5、俄罗斯政府已批准数字货币流通监管立法理念俄政府相关部门将对加密数字货币在该国的市场流通进行严格监管，并将进一步保护普通投资者的权利，俄财政部和央行将会在2月18日前制定相关法案。这意味着，俄罗斯不会全面禁止数字货币在该国的使用、兑换和流通。6、把执政期间文件带回海湖庄园，特朗普涉嫌违法报道称，特朗普有撕毁文件的习惯，此举将面临违反《总统记录法》的风险。根据法律要求，美国总统需要保存与总统公务有关的备忘录、信件、便条、电子邮件、传真和其他书面通信。美国国家档案和记录管理局证实，部分文件已被撕毁，白宫文件管理人员“用胶带”粘补好了一些文件。7、伊核谈判重启，美称“协议在望”美国国务院一名发言人7日说，解决伊核谈判各方核心关切的协议已经“在望”。不过，如果无法在今后数周敲定协议，而伊朗继续推进其核活动，则美方不可能恢复履行伊朗核问题全面协议。8、欧洲央行张罗气候压力测试 银行业担心趁机提高资本要求欧洲央行在公开声明中明确表示，这些测试让银行业和监管机构有机会了解极端天气和更严格气候法规对银行业的影响。欧洲央行不会公布各家银行的测试结果，并表示会谨慎作出任何资本方面的结论。但它也明确表示，气候变化最终将会与其他风险等同视之。Jefferies Financial Group Inc．分析师Joseph Dickerson表示，如果不打算未来某个时候拿出某种校准银行资本的方法，监管机构是不会在这方面浪费时间的。9、压力之下 英国首相约翰逊宣布改组政府内阁在此前“派对门”等一系列事件的影响下，英国首相鲍里斯·约翰逊面临着党内外的较大压力，不得不改组政府内阁以回应民众及党内外的诉求。据了解，迄今为止，已经有多名党内议员向保守党普通国会议员委员会致信要求对约翰逊发起不信任投票，如果该类信件到达一定数量，针对保守党领袖约翰逊的不信任投票将必须进行。公司新闻1、Meta市值跌破6000亿美元降至美国第八 被英伟达赶超Meta股价周二下跌2.1%，收于220.18美元。该股今年迄今累跌35%，目前处于2020年7月以来的最低水平。不久前，Meta与苹果、微软、亚马逊和Alphabet一起跻身美国市值最高的五家公司之列。然而，Meta目前已经跌至第八位，低于特斯拉、伯克希尔哈撒韦公司和英伟达。2、苹果宣布推出Tap to Pay功能：允许商家通过iPhone接受付款苹果公司今日宣布，将在iPhone上推出“Tap to Pay”(点击支付)功能，允许全美数百万商家只需轻触iPhone，即可使用iPhone无缝、安全地接受Apple Pay、非接触式信用卡和借记卡、以及其他数字钱包付款，而无需额外的硬件或支付终端。3、报道称强生已暂停生产新冠疫苗媒体援引知情人士的话报道称，强生公司在去年年底悄悄关闭了唯一一家生产可用批次新冠疫苗的工厂。报道称，生产停顿是暂时性的，这家位于荷兰莱顿市的工厂预计将在几个月后再次开始生产疫苗。由于库存增加，目前尚不清楚暂停是否对疫苗供应产生影响。4、“元宇宙公司”Meta澄清：公司绝对没有威胁要离开欧洲市场昨天，外媒报道Meta公司在提交给美国证券交易委员会的年度报告中称，欧洲数据法妨碍了该公司在美国服务器上对欧洲用户的数据进行管理，如果不采用新框架并且公司不再被允许使用当前的协议，将关闭其在欧洲的服务。此行为被解读其“威胁”离开欧洲市场。5、英伟达放弃收购案后 软银计划将Arm上市在英伟达面临监管机构和客户的强烈反对而放弃收购芯片设计公司Arm的提案之后，软银集团表示计划让Arm进行首次公开募股(IPO)。这家日本公司表示，目标是在2023年3月结束的财年于美国进行IPO。此外，在Simon Segars卸任之后，Arm总裁Rene Haas将替代他接任首席执行官一职。6、辉瑞今年新冠疫苗及口服药营收预估低于华尔街预期辉瑞公司所预测的2022年销售额和利润低于华尔街预期，该公司的新冠疫苗和最近批准的口服药物预期收入令投资者失望。据周二的一份声明，这家总部位于纽约的制药商预计2022年调整后每股收益为6.35至6.55美元，分析师的估计为6.65美元。辉瑞表示，营收将达到1020亿美元，而分析师平均估计为1060亿美元。7、官宣炒掉CEO、裁员2800人之后，Peloton的股价起飞了健身器材与媒体公司派乐腾 (Peloton)周二发布公告称，公司将更换首席执行官(CEO)并裁员约2800人，以重振低迷的业绩，并赢回投资者的信心。美股盘中，派乐腾股价飙升逾30%。8、Lyft Q4营收同比增长70%，净亏损同比收窄财报显示，Lyft Q4营收9.70亿美元，上年同期为5.70亿美元，同比增长70%;净亏损2.59亿美元，上年同期净亏损4.58亿美元;净亏损率为26.7%，上年同期为80.4%。调整后净利润为3210万美元，上年同期净亏损1.85亿美元。调整后EBITDA为7470万美元，上年同期为亏损1.50亿美元;调整后EBITDA利润率为7.7%，上年同期亏损率26.3%。四季度活跃乘客数同比增加49.2%至1872.8万，上年同期为1255.2万，活跃乘客的收益同比增加14.1%至51.79美元，上年同期为45.40美元。截至2021年12月31日，Lyft拥有23亿美元的非限制性现金、现金等价物和短期投资。9、Peloton Q2营收同比增6%，净亏损为4.39亿美元美东时间2月8日（周二)美股盘后，Peloton 2022财年第二季度营收为11.34亿美元，同比增长6%;净亏损为4.39亿美元，上年同期录得净利润6360万美元;摊薄后每股亏损为1.39美元，上年同期录得每股收益0.18美元。毛利润2.80亿美元，上年同期为4.25亿美元;毛利率为24.7%。经调整的息税折旧摊销前利润(EBITDA)为-2.67亿美元，上年同期为1.17亿美元。10、网络安全公司Mandiant Inc.大涨近18% 传微软拟对其进行收购据知情人士透露，微软正在就收购网络安全研究和事件响应公司Mandiant Inc.(MNDT.US)进行谈判，这笔交易将加强微软保护客户免受黑客攻击和入侵的努力。截至周二美股收盘，Mandiant涨17.86%，报17.75美元。","news_type":1,"symbols_score_info":{".DJI":0,".IXIC":0,".SPX":0}},"isVote":1,"tweetType":1,"viewCount":1101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968241962,"gmtCreate":1669248901357,"gmtModify":1676538172710,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968241962","repostId":"1183260218","repostType":2,"repost":{"id":"1183260218","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":1669216291,"share":"https://ttm.financial/m/news/1183260218?lang=en_US&edition=fundamental","pubTime":"2022-11-23 23:11","market":"other","language":"zh","title":"The new energy vehicle sector of U.S. stocks rose, Tesla rose more than 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1183260218","media":"老虎资讯综合","summary":"11月23日，美股新能源车板块走高，蔚来涨超7%，特斯拉涨5.5%，小鹏汽车、理想汽车均涨超4%，Rivian涨近3%","content":"<p><html><head></head><body>On November 23, the new energy vehicle sector of the U.S. stock market rose.<a href=\"https://laohu8.com/S/NIO\">Nio</a>Rose more than 7%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up 5.5%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Both rose more than 4%,<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>Up nearly 3%</p><p><img src=\"https://static.tigerbbs.com/7228019e49e356544a10d5aa2819722c\" 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>The new energy vehicle sector of U.S. stocks rose, Tesla rose more than 5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe new energy vehicle sector of U.S. stocks rose, Tesla rose more than 5%\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\">2022-11-23 23:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On November 23, the new energy vehicle sector of the U.S. stock market rose.<a href=\"https://laohu8.com/S/NIO\">Nio</a>Rose more than 7%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up 5.5%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Both rose more than 4%,<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>Up nearly 3%</p><p><img src=\"https://static.tigerbbs.com/7228019e49e356544a10d5aa2819722c\" 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/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"161028":"新能源车","399417":"新能源车","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4551":"寇图资本持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4574":"无人驾驶","LU1548497426.USD":"安联环球人工智能AT Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4099":"汽车制造商"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183260218","content_text":"11月23日，美股新能源车板块走高，蔚来涨超7%，特斯拉涨5.5%，小鹏汽车、理想汽车均涨超4%，Rivian涨近3%","news_type":1,"symbols_score_info":{"161028":0.9,"399417":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076812283,"gmtCreate":1657837678942,"gmtModify":1676536067522,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076812283","repostId":"1149781049","repostType":4,"repost":{"id":"1149781049","kind":"news","pubTimestamp":1657812445,"share":"https://ttm.financial/m/news/1149781049?lang=en_US&edition=fundamental","pubTime":"2022-07-14 23:27","market":"hk","language":"zh","title":"Night Reading | How to stick to the inner \"investment rhythm\"?","url":"https://stock-news.laohu8.com/highlight/detail?id=1149781049","media":"中国证券报","summary":"“大盘必须守住这个点位才有希望”“我看好在这个点位加仓”......如同高考放榜时扣人心弦的录取分数线一样，股市里的一些“关键位置”也在相当大程度上影响着投资者的判断，仿佛向上穿透后便会迎来渴望已久的","content":"<p><div>\"The market must hold this point to have hope\" \"I am optimistic about increasing positions at this point\"... Just like the exciting admission scores when the college entrance examination results are released, some \"key positions\" in the stock market are also considerable It affects investors' judgment to a considerable extent, as if after penetrating upward, there will be a long-awaited \"bull market\". Once it falls, it will trigger a series of selling orders and \"cutting meat\". The market goes up and down one after another, and the mood also goes up and down. However, is it really appropriate to pay too much attention to external market fluctuations and pin investment decisions on them? 1. Be not afraid of fluctuations and insist on self-judgment. There are many interferences in the investment process,...</p><p><a href=\"https://mp.weixin.qq.com/s/Jcl0Lp4ndy-U5W-6JWunrA\">Web link</a></div></p>","source":"zgzqb","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>Night Reading | How to stick to the inner \"investment rhythm\"?</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\">\nNight Reading | How to stick to the inner \"investment rhythm\"?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2022-07-14 23:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>\"The market must hold this point to have hope\" \"I am optimistic about increasing positions at this point\"... Just like the exciting admission scores when the college entrance examination results are released, some \"key positions\" in the stock market are also considerable It affects investors' judgment to a considerable extent, as if after penetrating upward, there will be a long-awaited \"bull market\". Once it falls, it will trigger a series of selling orders and \"cutting meat\". The market goes up and down one after another, and the mood also goes up and down. However, is it really appropriate to pay too much attention to external market fluctuations and pin investment decisions on them? 1. Be not afraid of fluctuations and insist on self-judgment. There are many interferences in the investment process,...</p><p><a href=\"https://mp.weixin.qq.com/s/Jcl0Lp4ndy-U5W-6JWunrA\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/Jcl0Lp4ndy-U5W-6JWunrA\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/de0bbe341ac5d74e1a8d74c9ca5de715","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/Jcl0Lp4ndy-U5W-6JWunrA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149781049","content_text":"“大盘必须守住这个点位才有希望”“我看好在这个点位加仓”......如同高考放榜时扣人心弦的录取分数线一样，股市里的一些“关键位置”也在相当大程度上影响着投资者的判断，仿佛向上穿透后便会迎来渴望已久的“牛市”，一旦失守便会引发一系列的抛单与“割肉”。市场此起彼落，心情也随之上下起伏，然而，过度关注外在的行情波动并将投资决策寄托于其上，真的合适吗？1.无惧波动，坚持自我判断投资过程中面临着诸多干扰，市场价格波动更具备一种难以抵抗的魔力：上涨时令人兴奋，忍不住想要加仓；下跌时又令人忧虑，忍不住又“赶紧割肉，落袋为安”，于是“一涨就买，一跌就卖”的行为循环往复——然而下单后市场却时常戏剧性地“一卖就涨，一买就跌”，令人唏嘘顿足。“一年五倍者如过江之鲫，五年一倍者寥若星辰”，这句话在投资圈里几乎被奉为圭臬。梳理那些真正赚得巨大财富和声望的投资者的经历，不难发现，虽然性格迥异，但坚持自己的判断无疑是最为广泛的共性之一。强如股神巴菲特也曾在上个世纪70年代经历过长期阵痛，伯克希尔哈撒韦的投资组合到1974年时一度损失了接近30%，不过内心坚定“市场对股票价格的反应在任何时候都不能代表它的内在价值”的巴菲特，仍然坚持着自己的策略并拒绝卖出所持有的伯克希尔哈撒韦股票。随着80年代牛市终于来临，股神在迅速收复失地后又开启了一段新的辉煌历程。巴菲特如是，他的挚友芒格如是，他们的同龄人、曾被痛骂“业绩太差”的红杉基金创始人比尔·鲁安亦如是。这些人往往不会轻易根据市场点位作出决策，亦不会因为市场价格的短期波动而改变自身的判断，依靠坚守自己的“投资节奏”，最终创造出为后世称道的无数次成功的交易。2.保持理性与勤奋耕耘面对市场的波动，坚守内心首先需要的是理性。暂时性的震荡并不意味着必然的损失，与其由着自己的心绪如脱缰野马般随市值波动，不如冷静下来理性审视已有的投资组合：价格波动是否意味着基本面出现了变化？当前风险是否可以接受？是否有哪些被忽略的因素值得警惕？如果有，及时改正即可；如果没有，那大可宠辱不惊。除了理性的判断，耐心也必不可少。任何一项成功的投资都并非今日下注明日便可丰收，做时间的朋友更要耐得住一时的艰难困苦，少不了戒骄戒躁，经得起非议否定，也只有持续在正确的道路上做正确的事，保持良好的心态，才能迎来金子真正发光的一天。无论是机构投资者还是个人，想要持续稳定地盈利，勤奋也是必不可少的素质。正如彼得·林奇解释自己成功的秘密：“我每年要访问200家以上的公司和阅读700份年度报告。”好的投资机会从不是从天而降的馅饼，没有勤奋的研究、刻苦的学习、积极的思考和不断的付出，投资者又如何发掘其隐藏在市场波涛下的金光？行而不辍，未来可期。聪明的投资者们，让我们收拾好行囊，整理好心绪，继续勇敢地出发吧。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049667598,"gmtCreate":1655786068314,"gmtModify":1676535705442,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049667598","repostId":"1197040344","repostType":4,"repost":{"id":"1197040344","kind":"news","pubTimestamp":1655780556,"share":"https://ttm.financial/m/news/1197040344?lang=en_US&edition=fundamental","pubTime":"2022-06-21 11:02","market":"sh","language":"zh","title":"Ice and fire, will the rise of A shares and the fall of US stocks become the new normal?","url":"https://stock-news.laohu8.com/highlight/detail?id=1197040344","media":"格隆汇","summary":"如果未来中外市场趋势融合回归，会是以哪种情况出现？","content":"<p><html><head></head><body>The two days of ice and fire are the most direct feelings of investors about the performance of Chinese and foreign stock markets in the past month.</p><p>Another feeling is a bit dreamy and unreal.</p><p>Looking at a picture, in the past month from April 27th to today, A-shares have gone out of the market that has deviated greatly from the external market. Up to now, the A-share rebound has been close to 15% during the period, while the U.S. stock Nasdaq has fallen by more than 15% during the period. Of course, many other markets have also fallen a lot.</p><p><img src=\"https://static.tigerbbs.com/84e3b30a50e0bb91f3dcaa89919e1fad\" tg-width=\"761\" tg-height=\"528\" referrerpolicy=\"no-referrer\"/></p><p>All along, the A-share and U.S. stock markets have always followed the rise but not the fall. However, since the monetary policies of the two countries began to deviate, everything began to deviate.</p><p>This situation has actually happened before, but this time, under the epidemic situation and the major changes in the global landscape, the determination of the two policies to deviate from each other, as well as the impact of the policies on the market, seem to be much greater than before.</p><p>China is in the era of economic globalization and occupies an important position. Even if the external negative news has little direct impact on us, the impact force will gradually accumulate. Especially now that the unilateral market of A-shares is rising more and more, and it deviates from the external market more and more, which inevitably makes people worry about the lack of stamina.</p><p>So now the question is, if<b>In the future, what kind of situation will Chinese and foreign market trends converge and return?</b></p><p>01 or enter the short-term adjustment moment in midfield</p><p>Since Big Finance began to take over the surge in track stocks last week, the rotation of sectors has obviously accelerated.</p><p>Today's A-share market has two important features that need attention.</p><p><b>First, the large-scale hot and cold transformation of the plate.</b>The biggest changing feature is<b>Big consumption turns hot</b>，<b>Upstream materials and midstream industrial manufacturing turns cool</b>。</p><p>During this period, policies to encourage consumption have been intensified, superimposed on the stimulation of 618 consumption data, and there is a clear driving force for the rise of the consumption sector. At the same time, the data in the two major fields of houses and automobiles also gave the market two shots of chicken blood.</p><p>Especially for real estate, house sales in June were supported by a large number of policy support and post-epidemic intentional orders from barrier lakes. The data was surprisingly beautiful, stimulating real estate, home appliances, building decoration and other sectors to rise sharply.</p><p><img src=\"https://static.tigerbbs.com/599f0637f6442c615d6ff0df62273d0b\" tg-width=\"786\" tg-height=\"486\" referrerpolicy=\"no-referrer\"/></p><p>But on the other hand, upstream raw materials collectively fell sharply, and the decline in black futures was exaggerated and surprising. Although there are some regulatory measures in terms of policies, such as restrictions on coal prices and steel production capacity, they are factors that can directly reflect economic recovery. This sharp drop also actually reflects market concerns about future demand contraction.</p><p><img src=\"https://static.tigerbbs.com/bfe909658047722bf3e87bedd2114293\" tg-width=\"333\" tg-height=\"627\" referrerpolicy=\"no-referrer\"/></p><p>This kind of worry is internal and external.</p><p>Consumption corresponds to demand, raw materials correspond to supply, and supply and demand are greatly differentiated, which is not a healthy economic state.</p><p><b>In a poor external market environment, if there is no sustained positive driving force, this unhealthy state will easily adjust to the weak side.</b></p><p><b>The second is the fast-in and fast-out of funds and the strategic retreat.</b></p><p>Since the low point of A-shares on April 27th, it has been less than a month. Nearly 1/3 of the sub-sectors have increased by more than 30%, and 80% of the industries have increased by more than 15%.<b>Among them, the gains in popular track sectors such as photovoltaics, automobiles, lithium batteries, finance, electricity, education and some consumer leaders even make people smell the crazy smell of the bull market.</b></p><p><img src=\"https://static.tigerbbs.com/08d54a9a12102f43f7fa78fb6e962dbe\" tg-width=\"411\" tg-height=\"528\" referrerpolicy=\"no-referrer\"/></p><p>From the substantial inflow of funds going north in the past two weeks, a large number of people bought these, and basically bought all the track sectors.</p><p><b>Next, what will support the next \"15%\" of A shares?</b></p><p>Perhaps at the institutional level, there is no bottom in my heart. After all, the external market has been falling endlessly, and the economy is in a mess. Since you can't see clearly, choosing to wait and see is the safest strategy.</p><p>In particular, the unilateral market situation in the past month has led to an increasing backlog of profit-taking orders, and the demand for funds to either change positions significantly or leave the market at a profit is extremely strong.</p><p>Today, northbound funds sold a net of 9.703 billion yuan throughout the day, ending four consecutive days of net buying, indicating that the market has entered the game stage.</p><p>02 Pay attention to the potential impact of external markets</p><p>At present, major countries such as Europe, the United States, and Japan are generally caught in crisis problems such as energy shortage, price inflation, economic stagflation, especially liquidity tension caused by the launch of the super rate hike cycle in the United States, which has also caused a major blow to the financial market. The root cause of the continuous plummeting market.</p><p>From the overall sense of the economy and financial markets, it looks like a mess.</p><p>The United States is now caught in various pressures brought about by the persistent inflation fever, and was finally forced to make a sharp rate hike to try to suppress inflation. However, in this way, the inflation did not come down, and the stock market collapsed first, causing people to complain and many capitalists to jump.</p><p>But some raw material manufacturers, especially oil manufacturers, have really made a lot of money this wave.</p><p><b>They found that the start of the rate hike cycle in the United States makes people worry that the economy will be impacted in the future. At the same time, commodities such as oil, gas and energy are now soaring. For them, increasing production without expanding investment is actually the best strategy. (Instead of worrying about the risk of losses caused by huge investment in the future when oil prices fall, it is better to lie down and make money to keep oil and gas supply tight and maintain high price dividends).</b></p><p>Biden scolded oil manufacturers in public during the week<b>\"Make more money than God\",</b>But apart from threatening to raise taxes, there is nothing we can do about it.</p><p>Last week, Biden relaxed sanctions on Venezuela and allowed it to re-sell oil to Europe to ease pressure. In fact, just like relaxing the tax on trade with China, it was a helpless compromise.</p><p>I don't know if Biden regrets stirring up the situation between Russia and Ukraine, but the leaders of some EU countries may definitely have it in their hearts.</p><p>The current situation in the EU is even worse than that in the United States. Not only is it deeply mired in the energy crisis, but it is also facing the inflation crisis caused by other supply chain crises caused by it.</p><p>Yesterday, people in London, England took to the streets on a large scale to protest against the soaring cost of living.<b>Abandoning the aristocratic gentlemanly spirit formed by the noble life in the past two hundred years and being forced to think about daily necessities is enough to reflect the grim situation.</b></p><p><img src=\"https://static.tigerbbs.com/6a687f699df53ace858b846161a54ec1\" tg-width=\"446\" tg-height=\"442\" referrerpolicy=\"no-referrer\"/></p><p><b>In a few months, the cold winter will come. These European countries that are short of electricity and steam will have to cope with the surge in energy demand. If the situation in Ukraine and Russia has not eased, then this will be a big test.</b></p><p>For the capital market, it means that energy is easy to rise but difficult to fall, and it is economic instability.</p><p>There is also Japan. The current debt/GDP leverage is as high as 266%. Under the long-term economic sluggish, it is difficult to settle the interest rate. The Ponzi game cannot be played, so it is simply clear that it is flat and ruined.</p><p>There are many other emerging countries, which are somewhat facing the double pressure of huge inflation and liquidity crisis caused by the outflow of capital in exchange for dollars. Obviously, they are in the previous reincarnation of the dollar harvest cycle.</p><p><img src=\"https://static.tigerbbs.com/bbb3975de032a5d2aee2e17e8aae86a3\" tg-width=\"787\" tg-height=\"412\" referrerpolicy=\"no-referrer\"/></p><p>These countries are all economies with free currency circulation, dominated by the U.S. economy and dominated by the U.S. dollar. Except the United States, there is almost no independent monetary sovereignty.</p><p><b>As a result, it is difficult for them to prosper, but they can't escape losses, especially when the disaster is caused by their leading brother, the United States.</b></p><p>Whether it is the energy supply situation, the rate hike cycle, or the anti-globalization caused by geopolitics, this leader is behind the scenes, and it is far from the end stage. Therefore, the negative impact of these factors will continue.</p><p>At present, the market's expectation that the United States will continue to have a 75 basis point rate hike in July is extremely high, and the economic pressure of these countries will even increase in the future.</p><p>Next, we need to seriously consider two issues:<b>First, have foreign financial markets fully digested this expectation? Second, how strong is the transmission to the domestic market? (The author has no answers to these two questions)</b></p><p>But some can be said. Needless to say, other countries, the probability of falling in the future is definitely greater than rising.</p><p><b>But U.S. stocks may not be the same.</b>Although the big inflation and rate hike cycle may have a great impact on the U.S. economy, rate hike will also cause global funds to flow back to the United States, and then flow into the U.S. bond and U.S. stock markets, playing a certain role in supporting the U.S. economy.</p><p>At the same time, the U.S. stock market has fallen quite sharply from its high point, and the Nasdaq has even fallen by nearly 30% from its high point. Under the pressure of economic contraction, it may continue to face the secondary impact caused by the decline in performance.</p><p>Objectively speaking, many leading giants in the US stock market are really the best companies in the world (with competitive advantages, global markets, and US dollar seigniorage empowerment), have a lot of pricing power, and still have high-certainty development potential in the long run. P/E, the top heavyweight stock in the US stock market, is not high now. More than ten times and more than twenty times are considered standard and are not expensive.</p><p><b>If the U.S. stock market plummets again in the future, these giants will definitely lose their long-term value opportunities.</b></p><p><img src=\"https://static.tigerbbs.com/fb85b85fdd3a6c2471b3b3a813079de6\" tg-width=\"785\" tg-height=\"667\" referrerpolicy=\"no-referrer\"/></p><p>03 Epilogue</p><p>Back to the Chinese market.</p><p>We have always had a strong independence in monetary policy, and the counter-cyclical adjustment of the economy is also very strong. Now the internal circulation strategy is playing an increasingly important role. At the same time, the decline of A-shares in the first quarter was obviously too large, but the U.S. stock market did not fall against the trend of A-shares. Strengthening brings underlying support, so there is an independent market for A-shares.</p><p>However, as a global economic, trade and manufacturing center, changes in external demand also deserve close attention.</p><p><b>Generally speaking, the current stock market situation is a relatively safe strategy to be cautious in the short term, watch more and move less, and sell high and buy low towards a reasonable valuation level.</b></p><p>But there are still some investment opportunities with high certainty.</p><p>The first is the dividend of the policy. In the first two months, the policy focus was to bail out enterprises and resume work and production. Now that the epidemic has subsided, the policy focus naturally falls on promoting consumption. Therefore, we see that during this period, various provinces, cities and industries have provided very strong subsidies to consumption. This means that for some time to come, big consumption is worth looking at.</p><p>The second is the expectation of fulfilling policy dividends. This aspect will focus on the new boss infrastructure projects, advanced manufacturing, and export trade (textiles, home appliances, low-end electromechanical equipment, etc.), because the preferential policies and financial support are the greatest. In the second half of the year or as early as the second quarter, they will usher in their performance verification period, and it will also be the next focus of institutions' attention to ambush.</p><p></body></html></p>","source":"gelonghui_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>Ice and fire, will the rise of A shares and the fall of US stocks become the new normal?</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\">\nIce and fire, will the rise of A shares and the fall of US stocks become the new normal?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2022-06-21 11:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The two days of ice and fire are the most direct feelings of investors about the performance of Chinese and foreign stock markets in the past month.</p><p>Another feeling is a bit dreamy and unreal.</p><p>Looking at a picture, in the past month from April 27th to today, A-shares have gone out of the market that has deviated greatly from the external market. Up to now, the A-share rebound has been close to 15% during the period, while the U.S. stock Nasdaq has fallen by more than 15% during the period. Of course, many other markets have also fallen a lot.</p><p><img src=\"https://static.tigerbbs.com/84e3b30a50e0bb91f3dcaa89919e1fad\" tg-width=\"761\" tg-height=\"528\" referrerpolicy=\"no-referrer\"/></p><p>All along, the A-share and U.S. stock markets have always followed the rise but not the fall. However, since the monetary policies of the two countries began to deviate, everything began to deviate.</p><p>This situation has actually happened before, but this time, under the epidemic situation and the major changes in the global landscape, the determination of the two policies to deviate from each other, as well as the impact of the policies on the market, seem to be much greater than before.</p><p>China is in the era of economic globalization and occupies an important position. Even if the external negative news has little direct impact on us, the impact force will gradually accumulate. Especially now that the unilateral market of A-shares is rising more and more, and it deviates from the external market more and more, which inevitably makes people worry about the lack of stamina.</p><p>So now the question is, if<b>In the future, what kind of situation will Chinese and foreign market trends converge and return?</b></p><p>01 or enter the short-term adjustment moment in midfield</p><p>Since Big Finance began to take over the surge in track stocks last week, the rotation of sectors has obviously accelerated.</p><p>Today's A-share market has two important features that need attention.</p><p><b>First, the large-scale hot and cold transformation of the plate.</b>The biggest changing feature is<b>Big consumption turns hot</b>，<b>Upstream materials and midstream industrial manufacturing turns cool</b>。</p><p>During this period, policies to encourage consumption have been intensified, superimposed on the stimulation of 618 consumption data, and there is a clear driving force for the rise of the consumption sector. At the same time, the data in the two major fields of houses and automobiles also gave the market two shots of chicken blood.</p><p>Especially for real estate, house sales in June were supported by a large number of policy support and post-epidemic intentional orders from barrier lakes. The data was surprisingly beautiful, stimulating real estate, home appliances, building decoration and other sectors to rise sharply.</p><p><img src=\"https://static.tigerbbs.com/599f0637f6442c615d6ff0df62273d0b\" tg-width=\"786\" tg-height=\"486\" referrerpolicy=\"no-referrer\"/></p><p>But on the other hand, upstream raw materials collectively fell sharply, and the decline in black futures was exaggerated and surprising. Although there are some regulatory measures in terms of policies, such as restrictions on coal prices and steel production capacity, they are factors that can directly reflect economic recovery. This sharp drop also actually reflects market concerns about future demand contraction.</p><p><img src=\"https://static.tigerbbs.com/bfe909658047722bf3e87bedd2114293\" tg-width=\"333\" tg-height=\"627\" referrerpolicy=\"no-referrer\"/></p><p>This kind of worry is internal and external.</p><p>Consumption corresponds to demand, raw materials correspond to supply, and supply and demand are greatly differentiated, which is not a healthy economic state.</p><p><b>In a poor external market environment, if there is no sustained positive driving force, this unhealthy state will easily adjust to the weak side.</b></p><p><b>The second is the fast-in and fast-out of funds and the strategic retreat.</b></p><p>Since the low point of A-shares on April 27th, it has been less than a month. Nearly 1/3 of the sub-sectors have increased by more than 30%, and 80% of the industries have increased by more than 15%.<b>Among them, the gains in popular track sectors such as photovoltaics, automobiles, lithium batteries, finance, electricity, education and some consumer leaders even make people smell the crazy smell of the bull market.</b></p><p><img src=\"https://static.tigerbbs.com/08d54a9a12102f43f7fa78fb6e962dbe\" tg-width=\"411\" tg-height=\"528\" referrerpolicy=\"no-referrer\"/></p><p>From the substantial inflow of funds going north in the past two weeks, a large number of people bought these, and basically bought all the track sectors.</p><p><b>Next, what will support the next \"15%\" of A shares?</b></p><p>Perhaps at the institutional level, there is no bottom in my heart. After all, the external market has been falling endlessly, and the economy is in a mess. Since you can't see clearly, choosing to wait and see is the safest strategy.</p><p>In particular, the unilateral market situation in the past month has led to an increasing backlog of profit-taking orders, and the demand for funds to either change positions significantly or leave the market at a profit is extremely strong.</p><p>Today, northbound funds sold a net of 9.703 billion yuan throughout the day, ending four consecutive days of net buying, indicating that the market has entered the game stage.</p><p>02 Pay attention to the potential impact of external markets</p><p>At present, major countries such as Europe, the United States, and Japan are generally caught in crisis problems such as energy shortage, price inflation, economic stagflation, especially liquidity tension caused by the launch of the super rate hike cycle in the United States, which has also caused a major blow to the financial market. The root cause of the continuous plummeting market.</p><p>From the overall sense of the economy and financial markets, it looks like a mess.</p><p>The United States is now caught in various pressures brought about by the persistent inflation fever, and was finally forced to make a sharp rate hike to try to suppress inflation. However, in this way, the inflation did not come down, and the stock market collapsed first, causing people to complain and many capitalists to jump.</p><p>But some raw material manufacturers, especially oil manufacturers, have really made a lot of money this wave.</p><p><b>They found that the start of the rate hike cycle in the United States makes people worry that the economy will be impacted in the future. At the same time, commodities such as oil, gas and energy are now soaring. For them, increasing production without expanding investment is actually the best strategy. (Instead of worrying about the risk of losses caused by huge investment in the future when oil prices fall, it is better to lie down and make money to keep oil and gas supply tight and maintain high price dividends).</b></p><p>Biden scolded oil manufacturers in public during the week<b>\"Make more money than God\",</b>But apart from threatening to raise taxes, there is nothing we can do about it.</p><p>Last week, Biden relaxed sanctions on Venezuela and allowed it to re-sell oil to Europe to ease pressure. In fact, just like relaxing the tax on trade with China, it was a helpless compromise.</p><p>I don't know if Biden regrets stirring up the situation between Russia and Ukraine, but the leaders of some EU countries may definitely have it in their hearts.</p><p>The current situation in the EU is even worse than that in the United States. Not only is it deeply mired in the energy crisis, but it is also facing the inflation crisis caused by other supply chain crises caused by it.</p><p>Yesterday, people in London, England took to the streets on a large scale to protest against the soaring cost of living.<b>Abandoning the aristocratic gentlemanly spirit formed by the noble life in the past two hundred years and being forced to think about daily necessities is enough to reflect the grim situation.</b></p><p><img src=\"https://static.tigerbbs.com/6a687f699df53ace858b846161a54ec1\" tg-width=\"446\" tg-height=\"442\" referrerpolicy=\"no-referrer\"/></p><p><b>In a few months, the cold winter will come. These European countries that are short of electricity and steam will have to cope with the surge in energy demand. If the situation in Ukraine and Russia has not eased, then this will be a big test.</b></p><p>For the capital market, it means that energy is easy to rise but difficult to fall, and it is economic instability.</p><p>There is also Japan. The current debt/GDP leverage is as high as 266%. Under the long-term economic sluggish, it is difficult to settle the interest rate. The Ponzi game cannot be played, so it is simply clear that it is flat and ruined.</p><p>There are many other emerging countries, which are somewhat facing the double pressure of huge inflation and liquidity crisis caused by the outflow of capital in exchange for dollars. Obviously, they are in the previous reincarnation of the dollar harvest cycle.</p><p><img src=\"https://static.tigerbbs.com/bbb3975de032a5d2aee2e17e8aae86a3\" tg-width=\"787\" tg-height=\"412\" referrerpolicy=\"no-referrer\"/></p><p>These countries are all economies with free currency circulation, dominated by the U.S. economy and dominated by the U.S. dollar. Except the United States, there is almost no independent monetary sovereignty.</p><p><b>As a result, it is difficult for them to prosper, but they can't escape losses, especially when the disaster is caused by their leading brother, the United States.</b></p><p>Whether it is the energy supply situation, the rate hike cycle, or the anti-globalization caused by geopolitics, this leader is behind the scenes, and it is far from the end stage. Therefore, the negative impact of these factors will continue.</p><p>At present, the market's expectation that the United States will continue to have a 75 basis point rate hike in July is extremely high, and the economic pressure of these countries will even increase in the future.</p><p>Next, we need to seriously consider two issues:<b>First, have foreign financial markets fully digested this expectation? Second, how strong is the transmission to the domestic market? (The author has no answers to these two questions)</b></p><p>But some can be said. Needless to say, other countries, the probability of falling in the future is definitely greater than rising.</p><p><b>But U.S. stocks may not be the same.</b>Although the big inflation and rate hike cycle may have a great impact on the U.S. economy, rate hike will also cause global funds to flow back to the United States, and then flow into the U.S. bond and U.S. stock markets, playing a certain role in supporting the U.S. economy.</p><p>At the same time, the U.S. stock market has fallen quite sharply from its high point, and the Nasdaq has even fallen by nearly 30% from its high point. Under the pressure of economic contraction, it may continue to face the secondary impact caused by the decline in performance.</p><p>Objectively speaking, many leading giants in the US stock market are really the best companies in the world (with competitive advantages, global markets, and US dollar seigniorage empowerment), have a lot of pricing power, and still have high-certainty development potential in the long run. P/E, the top heavyweight stock in the US stock market, is not high now. More than ten times and more than twenty times are considered standard and are not expensive.</p><p><b>If the U.S. stock market plummets again in the future, these giants will definitely lose their long-term value opportunities.</b></p><p><img src=\"https://static.tigerbbs.com/fb85b85fdd3a6c2471b3b3a813079de6\" tg-width=\"785\" tg-height=\"667\" referrerpolicy=\"no-referrer\"/></p><p>03 Epilogue</p><p>Back to the Chinese market.</p><p>We have always had a strong independence in monetary policy, and the counter-cyclical adjustment of the economy is also very strong. Now the internal circulation strategy is playing an increasingly important role. At the same time, the decline of A-shares in the first quarter was obviously too large, but the U.S. stock market did not fall against the trend of A-shares. Strengthening brings underlying support, so there is an independent market for A-shares.</p><p>However, as a global economic, trade and manufacturing center, changes in external demand also deserve close attention.</p><p><b>Generally speaking, the current stock market situation is a relatively safe strategy to be cautious in the short term, watch more and move less, and sell high and buy low towards a reasonable valuation level.</b></p><p>But there are still some investment opportunities with high certainty.</p><p>The first is the dividend of the policy. In the first two months, the policy focus was to bail out enterprises and resume work and production. Now that the epidemic has subsided, the policy focus naturally falls on promoting consumption. Therefore, we see that during this period, various provinces, cities and industries have provided very strong subsidies to consumption. This means that for some time to come, big consumption is worth looking at.</p><p>The second is the expectation of fulfilling policy dividends. This aspect will focus on the new boss infrastructure projects, advanced manufacturing, and export trade (textiles, home appliances, low-end electromechanical equipment, etc.), because the preferential policies and financial support are the greatest. In the second half of the year or as early as the second quarter, they will usher in their performance verification period, and it will also be the next focus of institutions' attention to ambush.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.gelonghui.com/p/534170\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://www.gelonghui.com/p/534170","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1197040344","content_text":"冰火两重天，是股民对近一个月来中外股市表现最直接的感受。另一个感受，是有点似梦似幻般的不真实。来看一张图，从4月27日到今天的近1个月来，A股走出了与外围市场巨大背离的行情。截至目前，A股期间反弹接近15%，而美股纳指期间大跌超15%，当然还有很多其他市场也大跌了不少。一直以来，A股与美股市场从来都是跟涨不跟跌的尿性。然而自从两国货币政策开始背离之后，一切也都开始背离了。这种情况以前其实也没少出现过，但这一次在疫情和全球格局大变化之下，两者政策背离的决心，以及政策对市场的影响，似乎都比以前要大很多。中国身处经济全球化时代并且占据重要地位，即使外围大利空对我们直接影响不大，但冲击的力量是会逐渐累积的。尤其是在A股现在单边行情涨得越来越飘，与外围市场越来越背离，不免让人担心后劲不足的问题。所以现在的问题是，如果未来中外市场趋势融合回归，会是以哪种情况出现？01或进入中场短期调整时刻自从上周大金融开始接棒赛道股大涨以来，板块轮动就明显有加快趋势。今天的A股盘面，有两大重要特征需要关注。一是板块的大面积冷热转化。最大的变化特征是大消费转热，上游材料和中游的工业制造转冷。这段时间鼓励消费政策密集出来，叠加618消费数据刺激，消费板块上涨存在明确驱动力。同时，房子和汽车两大领域的数据，也给市场打了两针鸡血。尤其地产，6月的房子销售在大量政策扶持和疫后意向订单堰塞湖泄洪下，数据靓丽得惊人，刺激地产、家电、建筑装修等板块大涨。但另一方面，上游原料集体大跌，黑色系期货跌幅夸张且令人意外。尽管在政策上有一些监管措施影响，比如对煤炭价格和钢铁产能限制政策，但它们作为能直接反应经济复苏的因子，这种大跌也实质反映市场对未来需求收缩的担忧。这种担忧，有内在的，也有由外及内的。消费对应需求，原料对应供应，供需行情大幅分化，并不是一个健康的经济状态。在外围市场较差的环境下，如果没有持续的利好驱动，这种不健康状态就跟容易向弱方调整。二是资金的快进快出、战略撤退。A股从4月27日的低点至今，一个月都不到，已经有接近1/3的细分行业累计涨幅超过30%，有8成行业涨幅超过15%。其中，光伏、汽车、锂电、金融、电力、教育和部分消费龙头等热门赛道板块涨幅甚至让人闻到了牛市的疯狂味道。北上资金从近两周的大幅流入，大量买入的也都是这些，基本把赛道板块都买过了一遍。接下来，A股的下一个“15%”，靠什么来支撑？或许在机构层面，心里面也没有底。毕竟现在外围市场一直在跌跌不休，经济面也一塌糊涂。既然看不清，选择观望是最稳妥的策略。尤其这一个月来的单边行情导致积压的获利盘越来越大，资金要么大幅换仓或获利离场的诉求力度是极大的。今天北向资金全天净卖出97.03亿元，结束连续4日净买入，说明市场进入博弈阶段。02关注外部市场的潜在冲击现在欧洲、美国、日本等主要国家因为普遍陷入能源紧缺、物价通胀、经济滞涨、尤其是美国启动超强加息周期引发的流动性紧张等危机问题，导致金融市场也遭到重大打击，是这些市场不断大跌的根本原因。从经济和金融市场整体感观看，就像是一团糟。美国现在陷入通胀高烧不退带来的各种压力，最终被迫大幅加息试图压制通胀，但这样下来，通胀没下来，股市倒是先崩为敬了，搞得民众怨声载道，很多资本家纷纷跳脚。但一些原料商，尤其石油厂商这一波真赚大发了。他们发现，美国启动加息周期让人担心未来经济会受冲击，同时现在油气能源等大宗商品在大涨，对他们来说，不扩投资进行增产竟然才是最优的策略，（与其担心现在巨额投资在未来油价下跌导致亏损的风险，还不如躺赚让油气供应维持紧张从而维持高价的红利）。拜登上周急的当众大骂石油厂商“赚的钱比上帝还多”，但除了扬言加税来嘴炮一下，实际只能无可奈何。上周拜登放开委内瑞拉的制裁，允许其重新向欧洲卖油缓解压力，其实跟松口对华贸易征税一样，都是无奈妥协。不知道拜登有没有后悔拱火俄乌局势，但一些欧盟国家的领导人心里，可能肯定是有的。现在的欧盟情况甚至被美国还糟糕，不但深陷在能源危机当中，还要面对由此引发的其他供应链危机带来的通胀危机。昨天英国伦敦的民众大规模上街，抗议生活成本飙升。把两百年来尊贵生活形成的贵族绅士气抛弃，被迫思考柴米油盐的苟且，已经足够反映形势挺严峻了。再过几个月就是寒冬期来了，这些缺电少汽的欧洲国家，到时候还要应对激增的用能需求，如果乌俄局势还未能缓解，那么这将是一个很大的考验。对资本市场来说，就是能源的易涨难跌，是经济的不稳定。还有日本，现在的债务/GDP杠杆高到了266%，经济长期萎靡下，利息都难平账，庞氏游戏玩不下去，干脆明确躺平摆烂了。还有很多其他新兴国家，多少都面临巨大通胀和资本换回美元流出引发流动性危机的双重压力，显然就是处在以前轮回过的美元收割周期。这些国家都是货币自由流通，同时以美国经济主导及美元唯首是瞻的经济体，除了美国，几乎没有独立的货币主权。结果就是，它们很难一荣俱荣，但一损俱损是逃不掉的，尤其是祸起的是它们的带头大哥——美国的时候。无论是能源供应局势，还是加息周期，还是地缘政治导致的逆全球化，都是由这位带头大哥在背后操刀，并且还远未到收尾阶段。所以这些因素带来的负面冲击，还将持续。目前市场对7月份美国继续加息75基点的预期极高，接下来这些国家的经济压力甚至会越来越大。接下来，我们需要认真考虑两个问题：一是国外金融市场对此的预期消化是充分？二是对国内市场的传导力度如何？（对此两问题，笔者也没有答案）但有些是可以说的，其他国家不用说了，未来下跌的概率肯定大于上涨。但美股可能不大一样。大通胀及加息大周期虽然对美国经济的冲击可能很大，但加息也会导致全球资金回流美国，进而流入美债和美股市场，起到一定托底作用。同时，现在美股从高位跌下来幅度挺大，纳斯达克甚至从高点至今跌近30%，在经济收缩压力下，可能会继续面临业绩下行带来的二次冲击。客观来讲，很多美股头部巨头，真不失为为全球最好的企业（有竞争优势、有全球市场、有美元铸币税赋能），掌握很多定价权，长期依然有高确定性的发展潜力。现在美股头部权重股市盈率并不算高。十多倍、二十多倍算是标配，并不算贵。如果未来美股再大跌一波，这些巨头肯定是会跌出长期价值的机会来。03尾声回到中国市场。我们是一直存在很强的货币政策独立性，经济逆周期调整力度也非常大，现在内循环战略越来越发挥重要作用，同时一季度A股跌幅明显过大反而美股没什么跌为A股逆势走强带来底层支撑，所以才有A股的独立行情。但作为全球经贸和制造业中心，外部的需求变化也尤值得密切关注。总的来说，现在的股市行情，短期谨慎看待，多看少动，朝着合理估值水平高抛低吸，是比较稳妥的策略。但一些确定性较高的投资机会还是有的。首先是政策的红利，前两月的政策重心，是纾困企业，复工复产，如今疫情消退之后，政策重心自然就落在了促消费层面。所以我们看这段时间各省市各行业对消费补贴的力度是非常大的。这意味着未来一段时间，大消费都值得高看一眼。其次是政策红利的兑现预期。这方面将集中在新老大基建工程、先进制造业、出口贸易（纺织、家电、中低端机电设备等），因为政策优惠的力度、资金支持力度都是最大，下半年或最早二季度，就会迎来它们的业绩验证期，也会是机构关注埋伏的下一个重点。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051787469,"gmtCreate":1654740495151,"gmtModify":1676535502758,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051787469","repostId":"1170648892","repostType":2,"repost":{"id":"1170648892","kind":"news","pubTimestamp":1654571595,"share":"https://ttm.financial/m/news/1170648892?lang=en_US&edition=fundamental","pubTime":"2022-06-07 11:13","market":"sg","language":"en","title":"Here Are 3 Singapore Stocks I Would Look to Add In A Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1170648892","media":"The Smart Investor","summary":"Here are three Singapore stocks that I will eagerly buy if a bear market arrives.","content":"<html><head></head><body><p>Here are three Singapore stocks that I will eagerly buy if a bear market arrives.</p><p><img src=\"https://static.tigerbbs.com/b300143b64bed5002e1a9fab931433e5\" tg-width=\"1068\" tg-height=\"708\" width=\"100%\" height=\"auto\"/></p><p>It’s been a tough year to watch especially if your portfolio is heavy on growth stocks.</p><p>Technology stocks, in particular, have taken an even larger hit.</p><p>It’s not easy to keep your emotions in check when you see the flood of red in your portfolio.</p><p>While scary, the good news is we are playing the long game, and such declines are just temporary for strong companies that have a robust competitive moat and good track record of performance.</p><p>PM Lee has warned of a possible recession in the next two years that may trigger a bear market, giving you a great opportunity to accumulate the stocks of strong companies on the cheap.</p><p>Below are three companies I would look to add if a bear market arrives.</p><p><b>1. ComfortDelgro Corporation Limited (SGX: C52)</b></p><p>The first is ComfortDelgro Corporation Limited, or CDG, Singapore’s land transport giant.</p><p>The group has a fleet size of about 35,000 buses, taxis and rental services.</p><p>Its geographic presence also spans Singapore, Australia, China, the United Kingdom, Ireland, Vietnam, and Malaysia.</p><p>Besides being Singapore’s largest taxi operator with a 60% market share, CDG’s Inspection &amp; Testing Services segment, through its wholly owned subsidiary <b>VICOM</b> (SGX: WJP), is also Singapore’s largest vehicle inspection company with 35 inspection lanes across seven centres.</p><p>CDG’s strengths abroad are also noteworthy.</p><p>Through targeted acquisitions and investments, CDG has become the United Kingdom’s second-largest coach operator.</p><p>For its fiscal 2022’s first quarter (1Q2022) earnings, revenue inched up 3.9% year on year to S$895.9 million while net profit jumped 30.4% year on year to S$76.7 million.</p><p>CDG’s robust businesses and market dominance in its multiple segments make this blue-chip stock a darling to own.</p><p>In addition, investors can also hope for better dividends should the company execute well, just like how it tripled its FY2021 dividend to S$0.042 from FY2020’s S$0.0143.</p><p>At a unit price of S$1.44, CDG currently sports a dividend yield of 2.92%.</p><p><b>2. Singtel (SGX: Z74)</b></p><p>Next up is Singtel, our home-grown telco giant and also another blue-chip darling.</p><p>From mobile services (which include calling, roaming, data services etc) to Enterprise ICT services (which include government and enterprise projects e.g digitalisation), Singtel’s business divisions demonstrate high barriers to entry.</p><p>Singtel doesn’t rely solely on the Singapore market for revenue contribution.</p><p>In FY22, its Australia’s Consumer segment revenue stood at 43.2%, or A$6.6 billion of total group revenue of S$15.3 billion.</p><p>Across other regions, Singtel gets 13.5%, or S$2 billion, of its group revenue from its regional associates, which takes in contributions from Indonesia, Philippines, India, and Africa.</p><p>Not to forget, Singtel’s business-to-business (B2B) arm, which comprises NCS and Group Enterprise, are deeply rooted in government projects and data centre scale ups.</p><p>Together, they make up about S$6.1 billion (NCS: S$2.3 billion, Group Enterprise: S$3.8 billion) of its FY22’s revenue.</p><p>Essentially, B2B businesses make up about 40% of Singtel’s total revenue.</p><p>With the 5G scale ups and the different initiatives that Singtel has done to unlock value for shareholders, Singtel’s moat should become even stronger over time.</p><p>Singtel has a dividend policy to pay out 60-80% of underlying net profit.</p><p>Investors who are looking to ride Singtel’s long term growth while also being paid in dividends can consider investing in the company.</p><p>Singtel proposed a final dividend of S$0.048 for FY2022, which was double that of S$0.024 in FY2021.</p><p>Based on the total dividend per share of S$0.093 Singtel paid out for FY2022, and at a unit price of S$2.58, this translates to a dividend yield of 3.6%.</p><p><b>3. Q&amp;M Dental Group (SGX: QC7)</b></p><p>Lastly, we have Q&amp;M Dental Group, or Q&amp;M Dental.</p><p>Q&amp;M Dental is the largest private dental clinic operator in Singapore with 99 outlets across the island.</p><p>It also has 41 dental outlets in Malaysia, and one dental clinic in China.</p><p>Q&amp;M Dental clinics are strategically and conveniently located in many of the shopping centres, MRT and bus stations around Singapore.</p><p>Other than dental clinic outlets, Q&amp;M Dental also operates a unit that manufactures dental materials and distributes dental equipment and supplies.</p><p>Because of the pandemic, Q&amp;M Dental, through Acumen Diagnostic (effective ownership of 67.15%), started providing COVID-19 PCR home and offsite swab services at all of its clinics around Singapore.</p><p>As the government ramped up its fight against the virus, Q&amp;M Dental’s Medical laboratory segment saw a more than 16-fold revenue growth in FY2021 to S$37.1 million, compared to S$2.2 million a year earlier.</p><p>Post-COVID, Acumen’s R&amp;D is developing a pipeline of PCR tests for infectious diseases and cancer.</p><p>In FY2021, Q&amp;M Dental paid a total dividend of S$0.04.</p><p>For its fiscal 2022 first quarter (1Q2022), it paid out an interim dividend of S$0.004, which at a unit price of S$0.485, translates to a 7% trailing 12 months dividend yield.</p><p><b>Get Smart: Safe and stable</b></p><p>The three stocks above all exhibit strengths and dominance in their respective fields.</p><p>Regardless of the state of the stock market, they remain resilient and can withstand downturns without going under.</p><p>If markets do plunge suddenly and without reason, I’ll be looking out for these stocks to add to my investment portfolio.</p></body></html>","source":"lsy1602567310727","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: 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\">\nHere Are 3 Singapore Stocks I Would Look to Add In A Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-07 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/here-are-3-singapore-stocks-i-would-look-to-add-in-a-bear-market/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are three Singapore stocks that I will eagerly buy if a bear market arrives.It’s been a tough year to watch especially if your portfolio is heavy on growth stocks.Technology stocks, in particular...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/here-are-3-singapore-stocks-i-would-look-to-add-in-a-bear-market/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QC7.SI":"全民","Z74.SI":"新电信","C52.SI":"康福德高企业"},"source_url":"https://thesmartinvestor.com.sg/here-are-3-singapore-stocks-i-would-look-to-add-in-a-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170648892","content_text":"Here are three Singapore stocks that I will eagerly buy if a bear market arrives.It’s been a tough year to watch especially if your portfolio is heavy on growth stocks.Technology stocks, in particular, have taken an even larger hit.It’s not easy to keep your emotions in check when you see the flood of red in your portfolio.While scary, the good news is we are playing the long game, and such declines are just temporary for strong companies that have a robust competitive moat and good track record of performance.PM Lee has warned of a possible recession in the next two years that may trigger a bear market, giving you a great opportunity to accumulate the stocks of strong companies on the cheap.Below are three companies I would look to add if a bear market arrives.1. ComfortDelgro Corporation Limited (SGX: C52)The first is ComfortDelgro Corporation Limited, or CDG, Singapore’s land transport giant.The group has a fleet size of about 35,000 buses, taxis and rental services.Its geographic presence also spans Singapore, Australia, China, the United Kingdom, Ireland, Vietnam, and Malaysia.Besides being Singapore’s largest taxi operator with a 60% market share, CDG’s Inspection & Testing Services segment, through its wholly owned subsidiary VICOM (SGX: WJP), is also Singapore’s largest vehicle inspection company with 35 inspection lanes across seven centres.CDG’s strengths abroad are also noteworthy.Through targeted acquisitions and investments, CDG has become the United Kingdom’s second-largest coach operator.For its fiscal 2022’s first quarter (1Q2022) earnings, revenue inched up 3.9% year on year to S$895.9 million while net profit jumped 30.4% year on year to S$76.7 million.CDG’s robust businesses and market dominance in its multiple segments make this blue-chip stock a darling to own.In addition, investors can also hope for better dividends should the company execute well, just like how it tripled its FY2021 dividend to S$0.042 from FY2020’s S$0.0143.At a unit price of S$1.44, CDG currently sports a dividend yield of 2.92%.2. Singtel (SGX: Z74)Next up is Singtel, our home-grown telco giant and also another blue-chip darling.From mobile services (which include calling, roaming, data services etc) to Enterprise ICT services (which include government and enterprise projects e.g digitalisation), Singtel’s business divisions demonstrate high barriers to entry.Singtel doesn’t rely solely on the Singapore market for revenue contribution.In FY22, its Australia’s Consumer segment revenue stood at 43.2%, or A$6.6 billion of total group revenue of S$15.3 billion.Across other regions, Singtel gets 13.5%, or S$2 billion, of its group revenue from its regional associates, which takes in contributions from Indonesia, Philippines, India, and Africa.Not to forget, Singtel’s business-to-business (B2B) arm, which comprises NCS and Group Enterprise, are deeply rooted in government projects and data centre scale ups.Together, they make up about S$6.1 billion (NCS: S$2.3 billion, Group Enterprise: S$3.8 billion) of its FY22’s revenue.Essentially, B2B businesses make up about 40% of Singtel’s total revenue.With the 5G scale ups and the different initiatives that Singtel has done to unlock value for shareholders, Singtel’s moat should become even stronger over time.Singtel has a dividend policy to pay out 60-80% of underlying net profit.Investors who are looking to ride Singtel’s long term growth while also being paid in dividends can consider investing in the company.Singtel proposed a final dividend of S$0.048 for FY2022, which was double that of S$0.024 in FY2021.Based on the total dividend per share of S$0.093 Singtel paid out for FY2022, and at a unit price of S$2.58, this translates to a dividend yield of 3.6%.3. Q&M Dental Group (SGX: QC7)Lastly, we have Q&M Dental Group, or Q&M Dental.Q&M Dental is the largest private dental clinic operator in Singapore with 99 outlets across the island.It also has 41 dental outlets in Malaysia, and one dental clinic in China.Q&M Dental clinics are strategically and conveniently located in many of the shopping centres, MRT and bus stations around Singapore.Other than dental clinic outlets, Q&M Dental also operates a unit that manufactures dental materials and distributes dental equipment and supplies.Because of the pandemic, Q&M Dental, through Acumen Diagnostic (effective ownership of 67.15%), started providing COVID-19 PCR home and offsite swab services at all of its clinics around Singapore.As the government ramped up its fight against the virus, Q&M Dental’s Medical laboratory segment saw a more than 16-fold revenue growth in FY2021 to S$37.1 million, compared to S$2.2 million a year earlier.Post-COVID, Acumen’s R&D is developing a pipeline of PCR tests for infectious diseases and cancer.In FY2021, Q&M Dental paid a total dividend of S$0.04.For its fiscal 2022 first quarter (1Q2022), it paid out an interim dividend of S$0.004, which at a unit price of S$0.485, translates to a 7% trailing 12 months dividend yield.Get Smart: Safe and stableThe three stocks above all exhibit strengths and dominance in their respective fields.Regardless of the state of the stock market, they remain resilient and can withstand downturns without going under.If markets do plunge suddenly and without reason, I’ll be looking out for these stocks to add to my investment portfolio.","news_type":1,"symbols_score_info":{"Z74.SI":0.9,"QC7.SI":0.9,"C52.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093096414,"gmtCreate":1643445274017,"gmtModify":1676533821868,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093096414","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005146170,"gmtCreate":1642213030990,"gmtModify":1676533693342,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"88","listText":"88","text":"88","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005146170","repostId":"1140376268","repostType":4,"repost":{"id":"1140376268","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1642206680,"share":"https://ttm.financial/m/news/1140376268?lang=en_US&edition=fundamental","pubTime":"2022-01-15 08:31","market":"sh","language":"zh","title":"28 billion rights issue! The securities \"first brother\" collapsed himself first","url":"https://stock-news.laohu8.com/highlight/detail?id=1140376268","media":"格隆汇投资学苑","summary":"有些公司你买入持有，每年还有分红送钱，可是有些公司你买入了，不但没钱送，反而还得向你要钱。昨晚，券商“一哥”中信证券历时11个月的“要钱”计划正式落地，280亿的配股规模，超过招商证券2020年的12","content":"<p><html><head></head><body>If you buy and hold some companies, you will receive dividends every year, but if you buy some companies, not only will you have no money to give away, but you will have to ask you for money.</p><p>Last night, the brokerage \"first brother\"<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>The 11-month \"money-asking\" plan was officially implemented, with a share allotment scale of 28 billion, exceeding<a href=\"https://laohu8.com/S/600999\">China Merchants Securities</a>The 12.7 billion yuan allotment in 2020 has become the largest allotment financing in the brokerage industry.</p><p><b>The rights issue has always had a short-term negative impact on the stock price. For the shareholders who hold it, \"being beaten\" is definitely indispensable, and they have to consider whether to participate in the rights issue.</b></p><p><img src=\"https://static.tigerbbs.com/9d857b3724e40eef11047ff3e34d8434\" tg-width=\"553\" tg-height=\"280\" referrerpolicy=\"no-referrer\"/></p><p>(Data source: Choice,<a href=\"https://laohu8.com/S/06030\">CITIC Securities</a>Time-sharing trend)</p><p>In early trading today, CITIC Securities did not unexpectedly gap open low by 3%, and went all the way to the dark, dragging all the \"younger brothers\" in the entire securities sector into the water. If the Shanghai Composite Index underperformed the GEM Index today, it must have CITIC Securities' \"credit\". As of the close, CITIC Securities fell 5%, almost closing at the lowest level, and the securities sector fell 2.38%.</p><p>In the memory of most old investors, CITIC Securities is the big brother in the industry. In 2015, CITIC Securities was arrogant and once became the largest brokerage giant in Asia and the fourth largest brokerage giant in the world. However, six years later, it was actually pulled down by Dongcai in China.</p><p>The market value of CITIC Securities was changed in June this year<a href=\"https://laohu8.com/S/300059\">Oriental Fortune</a>Surpassing and falling to the second place, although Oriental Fortune has fallen back some these days, its market value still exceeds that of CITIC Securities by a lot.</p><p>With this huge allotment of 28 billion yuan, can Brother Yi save his dignity?</p><p><i><b>01、</b></i><b>Who has the rights issue benefited?</b></p><p><b>For CITIC Securities itself, rights issue is a more appropriate refinancing method at present. On the one hand, it can directly obtain large amounts of financing from the market, on the other hand, it does not dilute the equity of the controlling shareholder.</b></p><p>The allotment is directly directed to all old shareholders, so the financial pressure shared by each investor will be much smaller. In addition, the equity ratio of major shareholders of CITIC Securities is already very low, and direct allotment of shares will not dilute equity. From the third quarter, the proportion of equity held by the major shareholder CITIC Co., Ltd. is not high, accounting for only 15.47%.</p><p>In this allocation, CITIC Securities raised about 28 billion in this allotment, of which 23 billion was raised in A-share allotment and 5 billion in H-share allotment.</p><p>If 28 billion yuan is raised, it is equivalent to directly supplementing 28 billion yuan of net cash assets. The company's net assets at the end of 2021 will be 209.1 billion, which will exceed 237 billion after the allotment is completed, and the gap behind the second-place Haitong will exceed 70 billion.</p><p>In the brokerage industry, total assets are undoubtedly the most important way to consider, so this allotment of shares will greatly increase the asset scale of CITIC Securities, thus further consolidating its leading position in the industry.</p><p><b>However, the rights issue may have short-term negative effects for investors. On the one hand, after the rights issue, the stock price is diluted, and the number of stocks in circulation will increase. On the other hand, if you do not participate in the allotment, the lower the allotment price, the more you will lose.</b></p><p>According to the announcement, the rights issue will be allotted to all A-share shareholders at a ratio of 1.5 shares for every 10 shares. The allotment price is 14.43 yuan per share, which is lower than the previous day's closing price of 26.36 yuan, which is equivalent to a 55% discount.</p><p>If you have 100 shares of CITIC Securities in your hand, then you have the pre-emptive right to subscribe for 15 shares in this allotment. Of course, you can also give up the subscription right for these 15 shares, that is, give up the allotment.</p><p>For shareholders who haven't sold their holdings, if they don't participate in the rights issue, they will have to bear a loss of 6%. Then the question is. Now that there has been a certain decline, is CITIC Securities still worth allocating?</p><p>In the short term, the stock price fell by 5% today. The stock price opened on Monday and fell directly to around the price of 24.8 yuan after the ex-rights allotment. According to the closing price of 25.03, it was a drop of less than 1%. In other words, if you have been \"beaten\" today and haven't sold, and you don't want to pay for the allotment of shares, you will lose another 1% at most.</p><p>As for whether it is optimistic in the future, it has to test investors' beliefs.</p><p><i><b>02、</b></i><b>Challenged</b></p><p><b>The worst thing about CITIC Securities being \"hacked\" is its reverse indicator.</b></p><p>Last year's vigorous big white horse market, CITIC Securities will<a href=\"https://laohu8.com/S/600519\">Kweichow Moutai</a>The target price is set at 3,000 yuan, and the stock price of Kweichow Moutai rose 5.9% that day, which is also the last positive line before the stock price of Kweichow Moutai peaks.</p><p>Everyone knows the story since then. Moutai has fallen 35% in just over half a year. The latest stock price is 1,662 yuan, and its market value has evaporated by 11,000 yuan.</p><p>Last July,<a href=\"https://laohu8.com/S/300750\">Ningde era</a>Driving wildly and rising all the way, CITIC Securities released a research report on July 30, saying that it maintains the buy rating of CATL, with a target price of 754 yuan per share in 2023. Compared with the closing price of 556.8 yuan on the 29th, it is 35% higher. However, unfortunately, Ningwang hit a record high in intraday trading on the 30th, but closed down 1.15% in a single day, and started the road to a pullback/retracement, during which it once fell below 470 yuan.</p><p><b>It is not enough to look at long targets, but bearish targets seem to have influence.</b></p><p><a href=\"https://laohu8.com/S/600927\">Yongan Futures</a>It was listed at an issue price of 17.97 yuan on December 23, 2021. After listing, it rose by the daily limit for 6 consecutive days. It hit the highest price of 41.69 yuan on December 30, and its market value once exceeded 60 billion yuan. Subsequently, on December 31, Yongan Futures experienced a daily limit adjustment, and CITIC Securities released a research report on January 3, 2022 to step on Yongan Futures again, saying that the stock price had 35% downside. As a result, \"Qimao\" crashed again at the opening of the New Year.</p><p><img src=\"https://static.tigerbbs.com/5fccb088cf8458fdf5b2f6011ef62c62\" tg-width=\"553\" tg-height=\"280\" referrerpolicy=\"no-referrer\"/></p><p>(Data source: Choice, Yongan Futures time-sharing trend)</p><p>Unfortunately, today's intraday daily limit of Yongan Futures closed at 34.41, an increase of 8.27%. It seems that it is much far away from the bearish target price of CITIC Securities in 22 yuan.</p><p>Ningde, Moutai, etc. are undoubtedly very excellent companies in various tracks, and the valuation of Yongan Futures is not a cheap target. However, when CITIC Securities gives the target price, sometimes the luck is a bit bad, resulting in the short-term loss of some accuracy.</p><p><b>The deviation from the target price is not limited to these tickets that are widely talked about by investors. Of course, there are also drastic changes in the macro environment and the deviation from the main line of market speculation behind this. It's just a coincidence that the \"first brother\" encountered it.</b></p><p>In addition to the hacking of direction indicators, the company's market value has been lagging behind Oriental Fortune recently. 50 securities firms with a total market value of 4 trillion. The wealth of Oriental, the first brother of the brokerage firm, is 334 billion, which is 10.4 billion higher than that of CITIC Securities. What you need to know is that during the 2015 bull market, when CITIC's historical stock price was the highest, its market value was close to 400 billion. At that time, Dongcai was less than 50 billion, and its market value ranked outside the 20th place. The former was 8 times that of the latter.</p><p><b>Of course, in the same industry, the mentality of holding Dongcai and CITIC is quite different.</b>Since Dongcai went public in 2010, the cumulative increase has been 32 times, while CITIC has less than doubled during the same period. In 2021, Dongcai will rise by 44%, while CITIC Securities will fall by 9%.</p><p>Without comparison, there is no harm. It can be seen that investors holding CITIC Securities are very puzzled.</p><p><i><b>03、</b></i><b>A lean camel is bigger than a horse</b></p><p>While market cap is temporarily lagging behind, Big Brother<b>CITIC's fundamentals are relatively solid.</b></p><p>Just the day before the allotment announcement was released yesterday, CITIC Securities also showed its \"muscles\" to investors. The company released its 2021 annual performance report, in which revenue was 76.5 billion yuan, a year-on-year increase of 40.8%, net profit attributable to the parent company was 23 billion yuan, a year-on-year increase of 54.2%, and ROE, which value investors are more concerned about, was 12.01%, a year-on-year increase of 3.58 percentage points.</p><p><img src=\"https://static.tigerbbs.com/2780f5270ca95f901cd5683b4cb812fe\" tg-width=\"410\" tg-height=\"285\" referrerpolicy=\"no-referrer\"/></p><p>(Data source:<a href=\"https://laohu8.com/S/300033\">Straight flush</a>, CITIC Securities Performance Express)</p><p>The company's revenue in the fourth quarter alone was approximately 18.8 billion yuan, a year-on-year increase of more than 50%, and the net profit attributable to the parent was 5.3 billion yuan, a year-on-year increase of more than double. Based on this calculation, the company's fourth-quarter performance greatly exceeded expectations.</p><p><b>The exceeding expectations was mainly due to the rising market sentiment in the fourth quarter, the rapid development of derivatives business, and the high year-on-year increase in investment banking business and other business income.</b></p><p>In addition, many indicators of CITIC Securities are still in the forefront, and the position of Big Brother is not easy to shake.</p><p>In 2021, the IPO scale of CITIC Securities will be 85 billion, a year-on-year increase of 88%, ranking first in the industry; The number of IPOs is 68, an increase of 27 from last year, ranking first in the industry. The refinancing scale was 253.9 billion, a year-on-year increase of 40%, ranking first in the industry. Bond underwriting was 1,563.4 billion, +20% year-on-year, ranking first in the industry. The net income of the asset management business in the third quarter still ranked first, with an increase of more than 64%.</p><p><img src=\"https://static.tigerbbs.com/c4069729236c1f8455fca314d212fcb6\" tg-width=\"408\" tg-height=\"279\" referrerpolicy=\"no-referrer\"/></p><p>(Data source: AVIC Securities, growth rate of asset management business of listed securities firms)</p><p>Capital intermediary business accounts for the vast majority of this large financing purpose. Of the 28 billion yuan of funds, the company will use no more than 19 billion yuan for capital intermediary business.</p><p>Intermediary businesses generally include margin financing and securities lending, stock pledge, income swap, equity derivatives, commodity derivatives, market-making transactions, cross-border transactions, etc.</p><p><img src=\"https://static.tigerbbs.com/c35cd2dac3004171044926b7426dc8e6\" tg-width=\"458\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/></p><p>(Data source:<a href=\"https://laohu8.com/S/002736\">Guosen Securities</a>, income structure of each business of CITIC Securities)</p><p>Judging from the company's past business income structure, the company's business is becoming more and more balanced. The proportion of the company's traditional brokerage business is decreasing year by year, while the proportion of intermediary business has become an important business growth point of the company.</p><p>Generally speaking, the capital intermediary business has the characteristics of extensive customers, rich products, stable interest rate spreads and controllable risks, and is the business direction that the company has focused on cultivating in recent years. The pilot of market-making transactions on the Science and Technology Innovation Board is just around the corner, and the company's growth is guaranteed by funds.</p><p><b>Some institutions predict that the company's rights issue is mainly used to develop capital intermediary business. The intermediary business is mainly over-the-counter derivatives business and financing business, both of which are high-quality businesses with relatively neutral risks and high ROA. The rights issue will bring about 0.8% short-term direct impact, but the company's ROE is expected to rise to 12% in 2023 after the rights issue fundraising is put into operation.</b></p><p>Looking at it this way, the status of the company's \"first brother\" can still be maintained.</p><p><i><b>04、</b></i><b>epilogue</b></p><p>Large-scale rights issue fundraising hurts shareholders the most. Although it has fallen sharply today and almost erased the gap, the final ex-rights price is still higher than the closing price.<b>There is still room for adjustment in a short time.</b></p><p><b>But in the long run, the fundamentals of \"First Brother\" are still relatively solid. The large amount of money raised by the rights issue will undoubtedly improve the company's asset quality and asset scale, and then build an aircraft carrier-level securities firm.</b></p><p>As for whether it is true or not, the company's management has the foresight to make some judgments on the securities market, and it is unknown to make more money while it can still make money at this time.</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>28 billion rights issue! The securities \"first brother\" collapsed himself first</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\">\n28 billion rights issue! The securities \"first brother\" collapsed himself first\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time smaller\">2022-01-15 08:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>If you buy and hold some companies, you will receive dividends every year, but if you buy some companies, not only will you have no money to give away, but you will have to ask you for money.</p><p>Last night, the brokerage \"first brother\"<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>The 11-month \"money-asking\" plan was officially implemented, with a share allotment scale of 28 billion, exceeding<a href=\"https://laohu8.com/S/600999\">China Merchants Securities</a>The 12.7 billion yuan allotment in 2020 has become the largest allotment financing in the brokerage industry.</p><p><b>The rights issue has always had a short-term negative impact on the stock price. For the shareholders who hold it, \"being beaten\" is definitely indispensable, and they have to consider whether to participate in the rights issue.</b></p><p><img src=\"https://static.tigerbbs.com/9d857b3724e40eef11047ff3e34d8434\" tg-width=\"553\" tg-height=\"280\" referrerpolicy=\"no-referrer\"/></p><p>(Data source: Choice,<a href=\"https://laohu8.com/S/06030\">CITIC Securities</a>Time-sharing trend)</p><p>In early trading today, CITIC Securities did not unexpectedly gap open low by 3%, and went all the way to the dark, dragging all the \"younger brothers\" in the entire securities sector into the water. If the Shanghai Composite Index underperformed the GEM Index today, it must have CITIC Securities' \"credit\". As of the close, CITIC Securities fell 5%, almost closing at the lowest level, and the securities sector fell 2.38%.</p><p>In the memory of most old investors, CITIC Securities is the big brother in the industry. In 2015, CITIC Securities was arrogant and once became the largest brokerage giant in Asia and the fourth largest brokerage giant in the world. However, six years later, it was actually pulled down by Dongcai in China.</p><p>The market value of CITIC Securities was changed in June this year<a href=\"https://laohu8.com/S/300059\">Oriental Fortune</a>Surpassing and falling to the second place, although Oriental Fortune has fallen back some these days, its market value still exceeds that of CITIC Securities by a lot.</p><p>With this huge allotment of 28 billion yuan, can Brother Yi save his dignity?</p><p><i><b>01、</b></i><b>Who has the rights issue benefited?</b></p><p><b>For CITIC Securities itself, rights issue is a more appropriate refinancing method at present. On the one hand, it can directly obtain large amounts of financing from the market, on the other hand, it does not dilute the equity of the controlling shareholder.</b></p><p>The allotment is directly directed to all old shareholders, so the financial pressure shared by each investor will be much smaller. In addition, the equity ratio of major shareholders of CITIC Securities is already very low, and direct allotment of shares will not dilute equity. From the third quarter, the proportion of equity held by the major shareholder CITIC Co., Ltd. is not high, accounting for only 15.47%.</p><p>In this allocation, CITIC Securities raised about 28 billion in this allotment, of which 23 billion was raised in A-share allotment and 5 billion in H-share allotment.</p><p>If 28 billion yuan is raised, it is equivalent to directly supplementing 28 billion yuan of net cash assets. The company's net assets at the end of 2021 will be 209.1 billion, which will exceed 237 billion after the allotment is completed, and the gap behind the second-place Haitong will exceed 70 billion.</p><p>In the brokerage industry, total assets are undoubtedly the most important way to consider, so this allotment of shares will greatly increase the asset scale of CITIC Securities, thus further consolidating its leading position in the industry.</p><p><b>However, the rights issue may have short-term negative effects for investors. On the one hand, after the rights issue, the stock price is diluted, and the number of stocks in circulation will increase. On the other hand, if you do not participate in the allotment, the lower the allotment price, the more you will lose.</b></p><p>According to the announcement, the rights issue will be allotted to all A-share shareholders at a ratio of 1.5 shares for every 10 shares. The allotment price is 14.43 yuan per share, which is lower than the previous day's closing price of 26.36 yuan, which is equivalent to a 55% discount.</p><p>If you have 100 shares of CITIC Securities in your hand, then you have the pre-emptive right to subscribe for 15 shares in this allotment. Of course, you can also give up the subscription right for these 15 shares, that is, give up the allotment.</p><p>For shareholders who haven't sold their holdings, if they don't participate in the rights issue, they will have to bear a loss of 6%. Then the question is. Now that there has been a certain decline, is CITIC Securities still worth allocating?</p><p>In the short term, the stock price fell by 5% today. The stock price opened on Monday and fell directly to around the price of 24.8 yuan after the ex-rights allotment. According to the closing price of 25.03, it was a drop of less than 1%. In other words, if you have been \"beaten\" today and haven't sold, and you don't want to pay for the allotment of shares, you will lose another 1% at most.</p><p>As for whether it is optimistic in the future, it has to test investors' beliefs.</p><p><i><b>02、</b></i><b>Challenged</b></p><p><b>The worst thing about CITIC Securities being \"hacked\" is its reverse indicator.</b></p><p>Last year's vigorous big white horse market, CITIC Securities will<a href=\"https://laohu8.com/S/600519\">Kweichow Moutai</a>The target price is set at 3,000 yuan, and the stock price of Kweichow Moutai rose 5.9% that day, which is also the last positive line before the stock price of Kweichow Moutai peaks.</p><p>Everyone knows the story since then. Moutai has fallen 35% in just over half a year. The latest stock price is 1,662 yuan, and its market value has evaporated by 11,000 yuan.</p><p>Last July,<a href=\"https://laohu8.com/S/300750\">Ningde era</a>Driving wildly and rising all the way, CITIC Securities released a research report on July 30, saying that it maintains the buy rating of CATL, with a target price of 754 yuan per share in 2023. Compared with the closing price of 556.8 yuan on the 29th, it is 35% higher. However, unfortunately, Ningwang hit a record high in intraday trading on the 30th, but closed down 1.15% in a single day, and started the road to a pullback/retracement, during which it once fell below 470 yuan.</p><p><b>It is not enough to look at long targets, but bearish targets seem to have influence.</b></p><p><a href=\"https://laohu8.com/S/600927\">Yongan Futures</a>It was listed at an issue price of 17.97 yuan on December 23, 2021. After listing, it rose by the daily limit for 6 consecutive days. It hit the highest price of 41.69 yuan on December 30, and its market value once exceeded 60 billion yuan. Subsequently, on December 31, Yongan Futures experienced a daily limit adjustment, and CITIC Securities released a research report on January 3, 2022 to step on Yongan Futures again, saying that the stock price had 35% downside. As a result, \"Qimao\" crashed again at the opening of the New Year.</p><p><img src=\"https://static.tigerbbs.com/5fccb088cf8458fdf5b2f6011ef62c62\" tg-width=\"553\" tg-height=\"280\" referrerpolicy=\"no-referrer\"/></p><p>(Data source: Choice, Yongan Futures time-sharing trend)</p><p>Unfortunately, today's intraday daily limit of Yongan Futures closed at 34.41, an increase of 8.27%. It seems that it is much far away from the bearish target price of CITIC Securities in 22 yuan.</p><p>Ningde, Moutai, etc. are undoubtedly very excellent companies in various tracks, and the valuation of Yongan Futures is not a cheap target. However, when CITIC Securities gives the target price, sometimes the luck is a bit bad, resulting in the short-term loss of some accuracy.</p><p><b>The deviation from the target price is not limited to these tickets that are widely talked about by investors. Of course, there are also drastic changes in the macro environment and the deviation from the main line of market speculation behind this. It's just a coincidence that the \"first brother\" encountered it.</b></p><p>In addition to the hacking of direction indicators, the company's market value has been lagging behind Oriental Fortune recently. 50 securities firms with a total market value of 4 trillion. The wealth of Oriental, the first brother of the brokerage firm, is 334 billion, which is 10.4 billion higher than that of CITIC Securities. What you need to know is that during the 2015 bull market, when CITIC's historical stock price was the highest, its market value was close to 400 billion. At that time, Dongcai was less than 50 billion, and its market value ranked outside the 20th place. The former was 8 times that of the latter.</p><p><b>Of course, in the same industry, the mentality of holding Dongcai and CITIC is quite different.</b>Since Dongcai went public in 2010, the cumulative increase has been 32 times, while CITIC has less than doubled during the same period. In 2021, Dongcai will rise by 44%, while CITIC Securities will fall by 9%.</p><p>Without comparison, there is no harm. It can be seen that investors holding CITIC Securities are very puzzled.</p><p><i><b>03、</b></i><b>A lean camel is bigger than a horse</b></p><p>While market cap is temporarily lagging behind, Big Brother<b>CITIC's fundamentals are relatively solid.</b></p><p>Just the day before the allotment announcement was released yesterday, CITIC Securities also showed its \"muscles\" to investors. The company released its 2021 annual performance report, in which revenue was 76.5 billion yuan, a year-on-year increase of 40.8%, net profit attributable to the parent company was 23 billion yuan, a year-on-year increase of 54.2%, and ROE, which value investors are more concerned about, was 12.01%, a year-on-year increase of 3.58 percentage points.</p><p><img src=\"https://static.tigerbbs.com/2780f5270ca95f901cd5683b4cb812fe\" tg-width=\"410\" tg-height=\"285\" referrerpolicy=\"no-referrer\"/></p><p>(Data source:<a href=\"https://laohu8.com/S/300033\">Straight flush</a>, CITIC Securities Performance Express)</p><p>The company's revenue in the fourth quarter alone was approximately 18.8 billion yuan, a year-on-year increase of more than 50%, and the net profit attributable to the parent was 5.3 billion yuan, a year-on-year increase of more than double. Based on this calculation, the company's fourth-quarter performance greatly exceeded expectations.</p><p><b>The exceeding expectations was mainly due to the rising market sentiment in the fourth quarter, the rapid development of derivatives business, and the high year-on-year increase in investment banking business and other business income.</b></p><p>In addition, many indicators of CITIC Securities are still in the forefront, and the position of Big Brother is not easy to shake.</p><p>In 2021, the IPO scale of CITIC Securities will be 85 billion, a year-on-year increase of 88%, ranking first in the industry; The number of IPOs is 68, an increase of 27 from last year, ranking first in the industry. The refinancing scale was 253.9 billion, a year-on-year increase of 40%, ranking first in the industry. Bond underwriting was 1,563.4 billion, +20% year-on-year, ranking first in the industry. The net income of the asset management business in the third quarter still ranked first, with an increase of more than 64%.</p><p><img src=\"https://static.tigerbbs.com/c4069729236c1f8455fca314d212fcb6\" tg-width=\"408\" tg-height=\"279\" referrerpolicy=\"no-referrer\"/></p><p>(Data source: AVIC Securities, growth rate of asset management business of listed securities firms)</p><p>Capital intermediary business accounts for the vast majority of this large financing purpose. Of the 28 billion yuan of funds, the company will use no more than 19 billion yuan for capital intermediary business.</p><p>Intermediary businesses generally include margin financing and securities lending, stock pledge, income swap, equity derivatives, commodity derivatives, market-making transactions, cross-border transactions, etc.</p><p><img src=\"https://static.tigerbbs.com/c35cd2dac3004171044926b7426dc8e6\" tg-width=\"458\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/></p><p>(Data source:<a href=\"https://laohu8.com/S/002736\">Guosen Securities</a>, income structure of each business of CITIC Securities)</p><p>Judging from the company's past business income structure, the company's business is becoming more and more balanced. The proportion of the company's traditional brokerage business is decreasing year by year, while the proportion of intermediary business has become an important business growth point of the company.</p><p>Generally speaking, the capital intermediary business has the characteristics of extensive customers, rich products, stable interest rate spreads and controllable risks, and is the business direction that the company has focused on cultivating in recent years. The pilot of market-making transactions on the Science and Technology Innovation Board is just around the corner, and the company's growth is guaranteed by funds.</p><p><b>Some institutions predict that the company's rights issue is mainly used to develop capital intermediary business. The intermediary business is mainly over-the-counter derivatives business and financing business, both of which are high-quality businesses with relatively neutral risks and high ROA. The rights issue will bring about 0.8% short-term direct impact, but the company's ROE is expected to rise to 12% in 2023 after the rights issue fundraising is put into operation.</b></p><p>Looking at it this way, the status of the company's \"first brother\" can still be maintained.</p><p><i><b>04、</b></i><b>epilogue</b></p><p>Large-scale rights issue fundraising hurts shareholders the most. Although it has fallen sharply today and almost erased the gap, the final ex-rights price is still higher than the closing price.<b>There is still room for adjustment in a short time.</b></p><p><b>But in the long run, the fundamentals of \"First Brother\" are still relatively solid. The large amount of money raised by the rights issue will undoubtedly improve the company's asset quality and asset scale, and then build an aircraft carrier-level securities firm.</b></p><p>As for whether it is true or not, the company's management has the foresight to make some judgments on the securities market, and it is unknown to make more money while it can still make money at this time.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26ca889a3e1a80f90c55621f8f5d7c3a","relate_stocks":{"161027":"证券"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140376268","content_text":"有些公司你买入持有，每年还有分红送钱，可是有些公司你买入了，不但没钱送，反而还得向你要钱。昨晚，券商“一哥”中信证券历时11个月的“要钱”计划正式落地，280亿的配股规模，超过招商证券2020年的127亿元配股，成为券商行业最大的一次配股融资。配股向来都会对股价带来短期负面影响，对于持有的股民来说，“挨打”肯定是少不了，还得考虑是否参与配股。（数据来源：Choice，中信证券分时走势）今日早盘，中信证券不出意外的跳空低开3%，而且一路走到黑，把整个证券板块一众“小弟”拖下水，要是说上证指数今日跑输创业板指数，肯定有中信证券的“功劳”。截至收盘，中信证券下跌5%，几乎收在最低位，证券板块下跌2.38%。在多数老股民记忆里，中信证券都是行业内的老大哥，遥想2015年，中信证券不可一世，一度成为亚洲第一大，全球第四大券商巨头，而6年过去了，在国内竟被东财拉下马来。中信证券市值在今年6月被东方财富超越，落到第二，尽管东方财富这些天有些回落，但市值依然超中信证券不少。这次280亿的巨额配股，一哥能挽回自己的尊严吗？01、配股利好了谁？对于中信证券自身来说，配股是当前比较合适的再融资方式。一方面可以直接从市场上获取大额融资，另一方面又不稀释控股股东的股权。配股直接面向全体老股东，那么分担到每个投资者的资金压力就会小很多。另外，中信证券大股东股权占比本来就很低，直接配股不会稀释股权。从三季度看，大股东中信有限公司持有股权比例并不高，只占15.47%。这次配资，中信证券本次配股募集大概280亿，其中，A股配股募230亿，H股配股募集50亿。如果募集资金280亿元，那么相当于直接补充了280亿元现金净资产。公司2021年底净资产2091亿，配股完成后将超2370亿，较第二名海通差距将超700亿。在券商行业，总资产无疑是最重要的考量方式，所以这次配股募资，将大幅提升中信证券的资产规模，从而进一步巩固在行业内的龙头地位。不过，配股对于投资者来说，可能会带来短期负面影响。一方面，配股之后，股价被稀释，流通中股票就会增多。另一方面，如果不参与配股的话，配股价越低，那就等于要亏越多。根据公告，配股按照每10股配售1.5股的比例向全体A股股东配售。配股价格为14.43元/股，比前一日收盘价26.36元低，相当打了55折发行。如果你手里有100股中信证券，那么这次配股你有15股的优先认购权，当然，你也可以放弃这15股的认购权，也就是弃配。对于还没有抛售持有的股民来说，如果不参与配股的话，就得承受6%的亏损，那问题来了，现在已经有一定跌幅了，中信证券还值得配吗？短期来看，今日股价大跌5%，股价周一开盘再来个情绪啥，直接就跌到配股除权后的价格24.8元附近，按照收盘价25.03计算，也就不到1%的跌幅。也就是说，今天“挨打”了还没抛售，又不想交钱配股，最多也就是再损失1%。至于后面是否看好，就得考验投资者信仰了。02、备受挑战中信证券被“黑”的最惨的莫过于它的反向指标。去年轰轰烈烈的大白马行情，中信证券在2月10日将贵州茅台目标价定为3000元，而当天贵州茅台股价大涨5.9%，这也是贵州茅台股价见顶之前的最后一根阳线。此后的故事大家也都知道了，茅台短短半年多大跌35%，股价最新1662元，市值蒸发1.1万。去年7月，宁德时代开车狂飙，一路涨不停，中信证券7月30日发布研报称，维持宁德时代买入评级，2023年目标价为754元/股。相较于29日收盘价的556.8元相比，还要高出35%。不过，很不凑巧，宁王30日盘中创下历史新高，但单日收跌1.15%，并开启了回撤之路，且期间一度跌破470元。看多目标不行，而看空目标好像又有影响力。永安期货2021年12月23日以17.97元的发行价上市，上市后连续6日涨停，至12月30日触及最高价41.69元，市值一度超600亿元。随后12月31日永安期货出现跌停调整，而中信证券2022年1月3日发布研报再踩永安期货一脚，称股价有35%下行空间。结果，“期茅”新年开盘再次闪崩。（数据来源：Choice，永安期货分时走势）不巧的是，今日永安期货盘中一度涨停，报收34.41，涨幅8.27%，看来距离中信证券的看空目标价22元，好像又远了不少。宁德、茅台等无疑都是各赛道的非常优秀的公司，而永安期货估值也是不便宜的标的，只是中信证券给出的目标价的时候，有时运气就是有点背，导致短期失去了一些准头。方向偏离目标价还不仅限于这些股民广为津津乐道的票，当然这背后固然也有宏观环境和市场炒作主线偏离等因素的剧烈变化有关，只是好巧不巧，偏偏“一哥”就遇上了。除了方向指标被黑，公司市值近来一直落后于东方财富。50家券商，总市值4万亿。券商一哥东方财富3340亿，高出中信证券104亿。要知道的是，2015大牛市时，中信历史股价最高时，市值逼近4000亿，那时东财不足500亿，市值排名20名开外，前者是后者的8倍。当然，同样的行业，持有东财和中信的心态却大相径庭。东财2010年上市至今，累计涨幅32倍，同期中信上涨不到1倍。2021年东财上涨44%，中信证券还反而下跌9%。没有对比就没有伤害，可以看出，持有中信证券的投资者表示很纳闷。03、瘦死骆驼比马大虽然市值暂时落后，但老大哥中信的基本面还是比较扎实的。就在昨天发布配股公告的前一天，中信证券还向投资者秀了一下“肌肉”。公司发布2021年度业绩快报，其中营收765亿元，同比增长40.8%，归母净利润230亿元，同比增长54.2%，而价值投资者比较关注的ROE12.01%，同比提升3.58个百分点。（数据来源：同花顺，中信证券业绩快报）公司单单四季度收入大约有188亿元，同比增长超50%，归母净利润53亿，同比增长超1倍。这么一算，公司第四季度业绩大超预期。超预期主要来自第四季度市场景气度上行、衍生品业务快速发展、投行业务、其他业务收入同比高增。此外，中信证券多项指标还是位居前列，老大哥的位置不容易撼动。2021年，中信证券IPO规模850亿，同比增长88%，位居行业第一；IPO家数68家，较去年增加27家，位居行业第一。再融资规模2539亿，同比增长40%，位居行业第一。债券承销15634亿，同比+20%，位居行业第一。资管业务三季度净收入依旧第一，增幅超过64%（数据来源：中航证券，上市券商资管业务增速）对于此次的大笔融资用途中，资本中介业务占据了绝大部分。在280亿元资金中，公司将使用不超190亿元用于资本中介业务。中介业务一般有就是融资融券、股票质押、收益互换、股权衍生品、大宗商品衍生品、做市交易、跨境交易等。（数据来源：国信证券，中信证券各业务收入结构）从公司过往的业务收入结构来看，公司业务越来越均衡。公司传统经纪业务占比逐年降低，而中介业务比列成为公司重要的业务增长点。一般来说，资本中介业务具有客户广泛、产品丰富、利差稳定、风险可控的特征，是公司近年来重点培育的业务方向。科创板做市交易试点在即，公司增长获得资金保障。有机构预测，公司配股主要用于发展资本中介业务，中介业务主要为场外衍生品业务及两融业务，均为风险相对中性且ROA较高的优质业务，配股对公司ROE将带来约0.8%的短期直接影响，但伴随配股募资投入经营后预计2023年公司ROE将升至12%。这么一看，公司“一哥”的地位还是能保住。04、结语大笔配股募资，最伤的还是股民，尽管今天已经大跌，也差不多抹掉差距，但最终除权价依旧高于收盘价，短时间还有一定调整的空间。但长远出发，“一哥”的基本面还是比较扎实，配股募来的大笔钱，毫无疑问将提升公司的资产质量与资产规模，进而打造航母级券商。至于是不是，公司管理层有先见之明，对证券市场的某些判断，趁着这个时候还能搞钱的时候，多搞一点，就不得而知了。","news_type":1,"symbols_score_info":{"161027":0.9}},"isVote":1,"tweetType":1,"viewCount":719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178585624,"gmtCreate":1626827667968,"gmtModify":1703765888693,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178585624","repostId":"2153970766","repostType":4,"repost":{"id":"2153970766","kind":"news","pubTimestamp":1626821115,"share":"https://ttm.financial/m/news/2153970766?lang=en_US&edition=fundamental","pubTime":"2021-07-21 06:45","market":"us","language":"zh","title":"United's performance exceeds expectations, rebound in travel demand supports company's performance guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=2153970766","media":"智通财经","summary":"智通财经APP获悉，美联航(UAL.US)宣布非公认会计准则每股亏损为 \n3.91美元，超出预期0.05美元，这足以使其股价在今天上涨后保持稳定。据了解，该公司提高了预期，同时认为，随着旅游需求的反弹，公司将在第三季度和第四季度实现正的调整税前收入。该公司自2019年第四季度以来就没有实现盈利。该公司预计2021年第三季度的产能将比疫情前的水平低26%。预计到2023年，需求将全面复苏。美联航首席执行官斯Scott Kirby表示:“我们的航空公司已经达到了一个有意义的转折点，即我们有望再次实现盈利。”","content":"<p>After the US stock market closed on Tuesday, July 20, Eastern Time, United Airlines<a href=\"https://laohu8.com/S/UAL\">$(UAL) $</a>Announced that the 2021 Q2 financial report achieved revenue of US $5.471 billion, the previous value was US $1.475 billion, and the expected value was US $5.25 billion, exceeding market expectations by 4.21%; Earnings per share were-$3.91, the previous value was-$9.31, and the expected value was-$4.23, exceeding market expectations by 7.57%.<img src=\"https://static.tigerbbs.com/710e4a0c0ec19dd93a16006f368bc429\" tg-width=\"889\" tg-height=\"804\" referrerpolicy=\"no-referrer\">It is understood that the company has raised its expectations while believing that the company will achieve positive adjusted pre-tax income in the third and fourth quarters as travel demand rebounds. The company hasn't been profitable since the fourth quarter of 2019. The company expects capacity in the third quarter of 2021 to be 26% below pre-pandemic levels. A full demand recovery is expected by 2023.</p><p>\"Our airline has reached a meaningful turning point where we are on track to become profitable again,\" said United CEO Scott Kirby.</p><p>After the financial report was announced, United Airlines' share price fell 0.69% to $46 after hours.<img src=\"https://static.tigerbbs.com/9cd166f664aae88e7b438181dbee067d\" tg-width=\"706\" tg-height=\"522\" referrerpolicy=\"no-referrer\"></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>United's performance exceeds expectations, rebound in travel demand supports company's performance guidance</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\">\nUnited's performance exceeds expectations, rebound in travel demand supports company's performance guidance\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\">2021-07-21 06:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After the US stock market closed on Tuesday, July 20, Eastern Time, United Airlines<a href=\"https://laohu8.com/S/UAL\">$(UAL) $</a>Announced that the 2021 Q2 financial report achieved revenue of US $5.471 billion, the previous value was US $1.475 billion, and the expected value was US $5.25 billion, exceeding market expectations by 4.21%; Earnings per share were-$3.91, the previous value was-$9.31, and the expected value was-$4.23, exceeding market expectations by 7.57%.<img src=\"https://static.tigerbbs.com/710e4a0c0ec19dd93a16006f368bc429\" tg-width=\"889\" tg-height=\"804\" referrerpolicy=\"no-referrer\">It is understood that the company has raised its expectations while believing that the company will achieve positive adjusted pre-tax income in the third and fourth quarters as travel demand rebounds. The company hasn't been profitable since the fourth quarter of 2019. The company expects capacity in the third quarter of 2021 to be 26% below pre-pandemic levels. A full demand recovery is expected by 2023.</p><p>\"Our airline has reached a meaningful turning point where we are on track to become profitable again,\" said United CEO Scott Kirby.</p><p>After the financial report was announced, United Airlines' share price fell 0.69% to $46 after hours.<img src=\"https://static.tigerbbs.com/9cd166f664aae88e7b438181dbee067d\" tg-width=\"706\" tg-height=\"522\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/518053.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9c2c2c87268f654789026badc09e474a","relate_stocks":{"UAL":"联合大陆航空"},"source_url":"http://www.zhitongcaijing.com/content/detail/518053.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153970766","content_text":"美东时间7月20日周二美股盘后，美联航$(UAL)$宣布2021年Q2财报实现营收54.71亿美元，前值为14.75亿美元，预期值为52.5亿美元，超出市场预期4.21%；每股收益为-3.91美元，前值为-9.31美元，预期值为-4.23美元，超出市场预期7.57%。据了解，该公司提高了预期，同时认为，随着旅游需求的反弹，公司将在第三季度和第四季度实现正的调整税前收入。该公司自2019年第四季度以来就没有实现盈利。该公司预计2021年第三季度的产能将比疫情前的水平低26%。预计到2023年，需求将全面复苏。\n美联航首席执行官斯Scott Kirby表示:“我们的航空公司已经达到了一个有意义的转折点，即我们有望再次实现盈利。”\n财报公布后，美联航盘后股价跌0.69%，报46美元。","news_type":1,"symbols_score_info":{"UAL":0.9}},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942420783,"gmtCreate":1681282414642,"gmtModify":1681282418512,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585734231041878","idStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942420783","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! 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