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Tyliew
01-30
$盛美上海(688082)$
so
Tyliew
2025-10-08
$SoFi Technologies Inc.(SOFI)$
Tyliew
2025-01-26
S
CMS will join hands with Maiji Biotech to jointly promote the launch of MG-K10 humanized monoclonal antibody injection in the Chinese market
Tyliew
2023-04-07
$亚马逊(AMZN)$
Tyliew
2023-04-05
[鼓掌] [强]
Buffett is going to buy Japanese stocks again? Berkshire hires bank to arrange yen bond offering
Tyliew
2023-03-30
[强]
@美港电讯APP:2023年科技股上演一路“狂飆”?
Tyliew
2023-03-30
y
@首席消费官:【華潤置地:2022年綜合營業額2070.6億元,按年下降2.4%】華潤置地(01109.HK)公佈2022年業績,2022年全年綜合營業額爲2070.6億元,按年下降2.4%。剔除租金減免影響,營業額192.6億元,按年增長10.5%。2022年扣除投資物業重估增值後的核心股東應占溢利270.0億元,同比增長1.5%;計入投資物業重估增值後的股東應占溢利280.9億元,同比下降13.3%。董事會建議宣派末期股息每股1.219元(摺合港幣1.394元),計入中期股息每股0.182元(摺合港幣0.208元),2022年全年股息按年增長1.5%至每股1.401元(摺合港幣1.602元)。(公司公告)
Tyliew
2023-03-20
[惊讶]
Sorry, the original content has been removed
Tyliew
2023-03-16
$亚马逊(AMZN)$
[生气]
Tyliew
2023-03-13
$Farfetch Ltd(FTCH)$
[得意]
Tyliew
2023-03-13
$老虎证券(TIGR)$
[流泪]
Tyliew
2023-03-12
$亚马逊(AMZN)$
[得意]
Tyliew
2023-03-03
😄
@中国基金报:突發利空!600億白馬一字跌停,60多萬手封死!剛剛,易綱重磅發聲!信息量很大
Tyliew
2023-03-02
😀😃
@Specialist Share Education: Early Stage Stocks - the Opportunity of the Decade?
Tyliew
2023-01-26
[惊讶]
Sorry, the original content has been removed
Tyliew
2023-01-22
$亚马逊(AMZN)$
Tyliew
2023-01-19
$亚马逊(AMZN)$
Tyliew
2023-01-17
[得意]
@氨基观察:CD47靶點拓荒之旅,距離真相越來越近
Tyliew
2023-01-05
[惊讶]
Large option order | Tesla's long and short sides are "on the bar"! Note that it's Microsoft's turn to "kill the white horse" market
Tyliew
2023-01-05
[得意]
Sorry, the original content has been removed
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href=\"https://ttm.financial/S/688082\">$盛美上海(688082)$</a> so","listText":"<a href=\"https://ttm.financial/S/688082\">$盛美上海(688082)$</a> so","text":"$盛美上海(688082)$ so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527369171035576","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":486717387739712,"gmtCreate":1759857812503,"gmtModify":1759857814749,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> ","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> ","text":"$SoFi Technologies Inc.(SOFI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/486717387739712","isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396805470794304,"gmtCreate":1737901270731,"gmtModify":1737901273895,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"S","listText":"S","text":"S","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396805470794304","repostId":"2506359631","repostType":2,"repost":{"id":"2506359631","kind":"news","pubTimestamp":1737891399,"share":"https://ttm.financial/m/news/2506359631?lang=en_US&edition=fundamental","pubTime":"2025-01-26 19:36","market":"hk","language":"zh","title":"CMS will join hands with Maiji Biotech to jointly promote the launch of MG-K10 humanized monoclonal antibody injection in the Chinese market","url":"https://stock-news.laohu8.com/highlight/detail?id=2506359631","media":"证券日报","summary":"发稿人张敏本报讯(记者李雯珊)1月24日,康哲药业控股有限公司(以下简称“康哲药业”)发布公告称,通过其附属公司与湖南麦济生物技术股份有限公司(“麦济生物”)及其附属公司就1类新药抗IL-4Rα人源化单抗注射液MG-K10签订合作协议。根据协议,康哲药业获得MG-K10在中国及新加坡的共同开发权及独家商业化权利。","content":"<p><html><body><div><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.00867&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p>Publisher Sharla Cheung</p><p>Report from this newspaper (Reporter Li Wenshan) On January 24,<span><a href=\"https://laohu8.com/S/00867\">CMS Pharmaceutical</a></span>Holdings Limited (hereinafter referred to as<span href=\"http://quote.eastmoney.com/unify/r/116.00867\" target=\"_blank\" web=\"1\">CMS Pharmaceutical</span>\") announced that through its subsidiaries, it signed a cooperation agreement with Hunan Maiji Biotechnology Co., Ltd. (\" Maiji Biotechnology \") and its subsidiaries on the Class 1 new drug anti-IL-4Rα humanized monoclonal antibody injection MG-K10.</p><p>According to the agreement,<span href=\"http://quote.eastmoney.com/unify/r/116.00867\" target=\"_blank\" web=\"1\">CMS Pharmaceutical</span>Obtained the joint development rights and exclusive commercialization rights of MG-K10 in China and Singapore. It is reported that MG-K10 is an innovative long-acting anti-IL-4Rα humanized monoclonal antibody, which is mainly used to treat a variety of type 2 inflammatory diseases including atopic dermatitis and asthma.</p><p>At present, atopic dermatitis (AD), asthma and prurigo nodular of MG-K10 have entered phase III clinical trials in China, and have shown good efficacy and safety in phase II clinical trials of moderate to severe AD and asthma in adults.</p><p>According to the Frost & Sullivan Report, the market size of IL-4Rα targeted therapy in China is expected to reach US $4.08 billion in 2030, with a compound annual growth rate of 76.8% from 2020 to 2030. At present, the anti-IL-4Rα drugs on the market need to be administered every 2 weeks, while MG-K10 only needs to be administered every 4 weeks. It also shows good efficacy and safety, and has the potential to become the best of its kind (BIC).</p><p>Relevant persons from CMS said that MG-K10 will enrich the company's global differentiated innovation pipeline in the field of skin disease treatment and be highly synergistic with the existing product portfolio. In addition, the company will work with Maiji Biotech to fully promote the launch of MG-K10 in the Chinese market, bringing new treatment options with lower drug administration frequency and good efficacy and safety for patients related to type 2 inflammatory diseases in China.</p><p>(Article source:<span>Securities</span><span></span>Daily)</p><p></div></body></html></p>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CMS will join hands with Maiji Biotech to jointly promote the launch of MG-K10 humanized monoclonal antibody injection in the Chinese 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; 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\">\nCMS will join hands with Maiji Biotech to jointly promote the launch of MG-K10 humanized monoclonal antibody injection in the Chinese market\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">证券日报</strong><span class=\"h-time small\">2025-01-26 19:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.00867&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p>Publisher Sharla Cheung</p><p>Report from this newspaper (Reporter Li Wenshan) On January 24,<span><a href=\"https://laohu8.com/S/00867\">CMS Pharmaceutical</a></span>Holdings Limited (hereinafter referred to as<span href=\"http://quote.eastmoney.com/unify/r/116.00867\" target=\"_blank\" web=\"1\">CMS Pharmaceutical</span>\") announced that through its subsidiaries, it signed a cooperation agreement with Hunan Maiji Biotechnology Co., Ltd. (\" Maiji Biotechnology \") and its subsidiaries on the Class 1 new drug anti-IL-4Rα humanized monoclonal antibody injection MG-K10.</p><p>According to the agreement,<span href=\"http://quote.eastmoney.com/unify/r/116.00867\" target=\"_blank\" web=\"1\">CMS Pharmaceutical</span>Obtained the joint development rights and exclusive commercialization rights of MG-K10 in China and Singapore. It is reported that MG-K10 is an innovative long-acting anti-IL-4Rα humanized monoclonal antibody, which is mainly used to treat a variety of type 2 inflammatory diseases including atopic dermatitis and asthma.</p><p>At present, atopic dermatitis (AD), asthma and prurigo nodular of MG-K10 have entered phase III clinical trials in China, and have shown good efficacy and safety in phase II clinical trials of moderate to severe AD and asthma in adults.</p><p>According to the Frost & Sullivan Report, the market size of IL-4Rα targeted therapy in China is expected to reach US $4.08 billion in 2030, with a compound annual growth rate of 76.8% from 2020 to 2030. At present, the anti-IL-4Rα drugs on the market need to be administered every 2 weeks, while MG-K10 only needs to be administered every 4 weeks. It also shows good efficacy and safety, and has the potential to become the best of its kind (BIC).</p><p>Relevant persons from CMS said that MG-K10 will enrich the company's global differentiated innovation pipeline in the field of skin disease treatment and be highly synergistic with the existing product portfolio. In addition, the company will work with Maiji Biotech to fully promote the launch of MG-K10 in the Chinese market, bringing new treatment options with lower drug administration frequency and good efficacy and safety for patients related to type 2 inflammatory diseases in China.</p><p>(Article source:<span>Securities</span><span></span>Daily)</p><p></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://finance.eastmoney.com/a/202501263308459833.html\">证券日报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","MG":"Mistras Group","SG9999015978.USD":"利安颠覆性创新基金A","BK4588":"碎股","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","IE00B66KJ199.SGD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \" A\" (SGD) ACC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","IE00BYV24P56.USD":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) ACC","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","BK1191":"制药","BK1593":"医美概念股","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","YINN":"三倍做多富时中国ETF-Direxion","00867":"康哲药业","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4123":"调查和咨询服务"},"source_url":"http://finance.eastmoney.com/a/202501263308459833.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2506359631","content_text":"发稿人张敏 本报讯 (记者李雯珊)1月24日,康哲药业控股有限公司(以下简称“康哲药业”)发布公告称,通过其附属公司与湖南麦济生物技术股份有限公司(“麦济生物”)及其附属公司就1类新药抗IL-4Rα人源化单抗注射液MG-K10签订合作协议。 根据协议,康哲药业获得MG-K10在中国及新加坡的共同开发权及独家商业化权利。据悉,MG-K10是一种创新的长效抗IL-4Rα人源化单抗,主要用于治疗包括特应性皮炎、哮喘等多种2型炎症性疾病。 目前MG-K10的特应性皮炎(AD)、哮喘和结节性痒疹已进入中国的III期临床试验阶段,且在成人中重度AD和哮喘的II期临床试验中显示出良好的疗效和安全性。 据弗若斯特沙利文报告,中国IL-4Rα靶向疗法的市场规模预期将于2030年达到40.8亿美元,2020年至2030年的复合年增长率为76.8%。目前已上市的抗IL-4Rα药物均需要每2周给药一次,而MG-K10只需每4周给药一次,同时呈现良好的疗效和安全性,具有成为同类最优(BIC)的潜力。 康哲药业相关人士对外表示,MG-K10将丰富公司在皮肤疾病治疗领域的全球差异化创新管线,并与现有产品组合高度协同。此外,公司将与麦济生物全力推动MG-K10于中国市场上市,为中国2型炎症性疾病相关患者带来给药频次更低,兼具良好疗效及安全性的治疗新选择。(文章来源:证券日报)","news_type":1,"symbols_score_info":{"MG":1,"00867":1,"YINN":1}},"isVote":1,"tweetType":1,"viewCount":2099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":653670082,"gmtCreate":1680854753347,"gmtModify":1680854753347,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$ </a>","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$ </a>","text":"$亚马逊(AMZN)$","images":[{"img":"https://static.tigerbbs.com/a95e78091bb11390a657458b55d6f707","width":"2360","height":"1312"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/653670082","isVote":1,"tweetType":1,"viewCount":4131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9948698920,"gmtCreate":1680692718861,"gmtModify":1680692722519,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"[鼓掌] [强] ","listText":"[鼓掌] [强] ","text":"[鼓掌] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948698920","repostId":"1129840666","repostType":4,"repost":{"id":"1129840666","kind":"news","pubTimestamp":1680678428,"share":"https://ttm.financial/m/news/1129840666?lang=en_US&edition=fundamental","pubTime":"2023-04-05 15:07","market":"hk","language":"zh","title":"Buffett is going to buy Japanese stocks again? Berkshire hires bank to arrange yen bond offering","url":"https://stock-news.laohu8.com/highlight/detail?id=1129840666","media":"华尔街见闻","summary":"借日元,买日股,已经是股神的常规操作了。","content":"<p><html><head></head><body>Borrowing Japanese yen and buying Japanese stocks is already the routine operation of stock gods.<p style=\"text-align: justify;\">On April 5, media reported that \"Stock God\" Buffett's subsidiary<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway has hired banks to arrange yen bond offerings. According to an email from Japan's Mizuho Bank, Berkshire has entrusted Bank of America Securities and Mizuho Securities to conduct potential benchmark yen bond sales.</p><p><p style=\"text-align: justify;\">The deal is expected to take place in the near future, subject to market conditions, Mizuho Bank said.</p><p><p style=\"text-align: justify;\">Previous analysis by Wall Street pointed out that in the context of the weakening yen, increasing positions in yen assets and issuing low-interest yen bonds not only obtained cheap funds, but also hedged foreign exchange risks to a certain extent.</p><p><p style=\"text-align: justify;\">Berkshire Hathaway first issued yen bonds in 2019. At that time, the bond issuance scale reached 430 billion yen, making it one of the largest overseas issuers of yen bonds in history. In 2020, Berkshire Hathaway issued 195.5 billion yen in bonds. The latest benchmark yen bond issuance was in December last year, with an issuance scale of 115 billion yen.</p><p><p style=\"text-align: justify;\">After continuous bond issuance,<strong>As of 2022, the scale of yen-denominated notes and loans on Berkshire Hathaway's books has increased to more than US $7.8 billion. In contrast, the scale of US dollar, euro, and pound-denominated notes is shrinking, and from the coupons paid In terms of interest rates, yen bonds are also much lower than other currencies.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5c286d35c8a34982aaf432c25f5e493\" tg-width=\"640\" tg-height=\"219\"/></p><p><p style=\"text-align: justify;\">Buffett has been quite active in the Japanese market in the past two years. In addition to continuous bond issuance, in 2020, he also invested in five major Japanese trading companies: Itochu, Marubeni, Mitsubishi, Mitsui & Co., and Sumitomo Corporation. Based on the closing price at the time of disclosure, the total value of the five companies held by Berkshire at that time reached $6.25 billion.</p><p><p style=\"text-align: justify;\">Wall Street News previously analyzed in the VIP article \"The stock god who is not short of money, why does it issue bonds to buy the bottom in Japan\" and pointed out that in the context of the lock-up of central banks in various countries, Japan, which adheres to loose monetary policies alone, has become a \"depression\" of global interest rates, and Compared with overseas markets, the volatility of the Japanese bond market is relatively low.<strong>The huge difference in financing costs makes the issuance scale of Japanese yen-denominated corporate bonds grow against the trend.</strong></p><p><p style=\"text-align: justify;\">In addition,<strong>In addition to the financing function, issuing yen bonds can also hedge foreign exchange risks</strong>。 By issuing yen bonds, there is no need to convert the US dollars in Berkshire's account into yen before investing in yen assets, saving the trouble of cross-border capital flows and avoiding the increase of currency exposure.</p><p><p style=\"text-align: justify;\">Although the yen has depreciated sharply in the past two years, Berkshire's debt, which is denominated in US dollars, has also decreased accordingly, thus offsetting its losses caused by going long yen when betting on yen assets, and it is almost a steady profit.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buffett is going to buy Japanese stocks again? Berkshire hires bank to arrange yen bond offering</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\">\nBuffett is going to buy Japanese stocks again? Berkshire hires bank to arrange yen bond offering\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-05 15:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Borrowing Japanese yen and buying Japanese stocks is already the routine operation of stock gods.<p style=\"text-align: justify;\">On April 5, media reported that \"Stock God\" Buffett's subsidiary<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway has hired banks to arrange yen bond offerings. According to an email from Japan's Mizuho Bank, Berkshire has entrusted Bank of America Securities and Mizuho Securities to conduct potential benchmark yen bond sales.</p><p><p style=\"text-align: justify;\">The deal is expected to take place in the near future, subject to market conditions, Mizuho Bank said.</p><p><p style=\"text-align: justify;\">Previous analysis by Wall Street pointed out that in the context of the weakening yen, increasing positions in yen assets and issuing low-interest yen bonds not only obtained cheap funds, but also hedged foreign exchange risks to a certain extent.</p><p><p style=\"text-align: justify;\">Berkshire Hathaway first issued yen bonds in 2019. At that time, the bond issuance scale reached 430 billion yen, making it one of the largest overseas issuers of yen bonds in history. In 2020, Berkshire Hathaway issued 195.5 billion yen in bonds. The latest benchmark yen bond issuance was in December last year, with an issuance scale of 115 billion yen.</p><p><p style=\"text-align: justify;\">After continuous bond issuance,<strong>As of 2022, the scale of yen-denominated notes and loans on Berkshire Hathaway's books has increased to more than US $7.8 billion. In contrast, the scale of US dollar, euro, and pound-denominated notes is shrinking, and from the coupons paid In terms of interest rates, yen bonds are also much lower than other currencies.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5c286d35c8a34982aaf432c25f5e493\" tg-width=\"640\" tg-height=\"219\"/></p><p><p style=\"text-align: justify;\">Buffett has been quite active in the Japanese market in the past two years. In addition to continuous bond issuance, in 2020, he also invested in five major Japanese trading companies: Itochu, Marubeni, Mitsubishi, Mitsui & Co., and Sumitomo Corporation. Based on the closing price at the time of disclosure, the total value of the five companies held by Berkshire at that time reached $6.25 billion.</p><p><p style=\"text-align: justify;\">Wall Street News previously analyzed in the VIP article \"The stock god who is not short of money, why does it issue bonds to buy the bottom in Japan\" and pointed out that in the context of the lock-up of central banks in various countries, Japan, which adheres to loose monetary policies alone, has become a \"depression\" of global interest rates, and Compared with overseas markets, the volatility of the Japanese bond market is relatively low.<strong>The huge difference in financing costs makes the issuance scale of Japanese yen-denominated corporate bonds grow against the trend.</strong></p><p><p style=\"text-align: justify;\">In addition,<strong>In addition to the financing function, issuing yen bonds can also hedge foreign exchange risks</strong>。 By issuing yen bonds, there is no need to convert the US dollars in Berkshire's account into yen before investing in yen assets, saving the trouble of cross-border capital flows and avoiding the increase of currency exposure.</p><p><p style=\"text-align: justify;\">Although the yen has depreciated sharply in the past two years, Berkshire's debt, which is denominated in US dollars, has also decreased accordingly, thus offsetting its losses caused by going long yen when betting on yen assets, and it is almost a steady profit.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3685747\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"161121":"银行","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4176":"多领域控股","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","YCS":"日元ETF-ProShares两倍做空","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4581":"高盛持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BRK.A":"伯克希尔","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BRK.B":"伯克希尔B"},"source_url":"https://wallstreetcn.com/articles/3685747","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129840666","content_text":"借日元,买日股,已经是股神的常规操作了。4月5日,媒体报道称,“股神”巴菲特旗下伯克希尔哈撒韦公司已聘请银行安排日元债券发行。根据日本瑞穗银行邮件显示,伯克希尔已经委托美银证券和瑞穗证券进行潜在的基准日元债券销售。瑞穗银行表示,这笔交易预计将在不久的将来进行,但具体要视市场情况而定。华尔街见闻此前分析指出,在日元走弱背景下,加仓日元资产的同时发行低息日元债,不仅获取了廉价资金,也一定程度上对冲了外汇风险。伯克希尔哈撒韦首次发行日元债券是在2019年,彼时的发债规模高达4300亿日元,成为有史以来日元债最大的海外发行方之一。2020年伯克希尔哈撒韦发行了1955亿日元的债券。最近一次基准日元债券发行是在去年12月,发行规模为1150亿日元。在连续发债后,截至2022年,伯克希尔哈撒韦账面上的日元计价票据和借贷规模增至超78亿美元,相比之下美元、欧元、英镑计价的票据规模都在收缩,且从支付的票息来看,日元债也要远低于其他货币。近两年巴菲特在日本市场上可谓是相当活跃,除了连续发债外,2020年还入股了伊藤忠、丸红、三菱、三井物产和住友商事这五大日本商社。按披露时的收盘价估算,当时伯克希尔持有的五家公司的总价值达到62.5亿美元。华尔街见闻此前在VIP文章《不缺钱的股神,为何发债抄底日本》中分析指出,在各国央行紧锁的背景下,独守宽松货币政策的日本已经成为了全球利率“洼地”,且与海外市场相比,日本债券市场的波动性也相对较低,巨大的融资成本差异使得日元计价的公司债发行规模逆势增长。另外,发行日元债除了有融资的作用,还能够对冲外汇风险。通过发行日元债,就不需要将伯克希尔账上的美元换成日元后,再去投资日元资产了,省去跨境资本流动的麻烦,也避免了货币敞口的增加。过去两年虽然日元大幅贬值,但以美元计价的伯克希尔的债务也相应减少,从而抵消了其在押注日元资产时因做多日元而造成的损失,几乎是稳赚不赔。","news_type":1,"symbols_score_info":{"161121":0.9,"JPYmain":0.9,"BRK.B":0.9,"BRK.A":0.9,"YCS":0.9}},"isVote":1,"tweetType":1,"viewCount":3299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941829099,"gmtCreate":1680140407211,"gmtModify":1680140410647,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941829099","repostId":"659532252","repostType":1,"repost":{"id":659532252,"gmtCreate":1680138999877,"gmtModify":1680139846725,"author":{"id":"3474364984991596","authorId":"3474364984991596","name":"美港电讯APP","avatar":"https://static.tigerbbs.com/07fc4dd12655ae04e389a2e9b8308cb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3474364984991596","idStr":"3474364984991596"},"themes":[],"title":"2023年科技股上演一路“狂飆”?","htmlText":"2022年,科技股哀鴻遍野,多隻股票跌幅高達90%,但進入今年第一季度,科技股就已經跑贏大盤了。徹底重置了去年的估值和預期後,許多科技公司將更多的注意力放在了成本控制上,部分公司實現盈利目標的進度甚至大大加快,令市場感到意外。儘管宏觀環境可能會在短期內給增收帶來負面影響,市場還沒做好迎接科技公司利潤大漲的準備。本文中,作者深入研究了科技股走強的背後推手,並預測下一alpha來源。科技股今年爲何暴漲?今年, <a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 僅小幅上漲,標普銀行指數則跌了近20%,但科技行業ETF卻漲了16.4%,Invesco QQQ ETF則漲了16%。科技股爲何表現優異?首先,科技行業的估值已經被狠狠地重設了。以下爲幾家知名科技公司的市銷率情況:隨着估值重設,華爾街或開始更多地關注潛在基本面。加息增加了經濟衰退的可能性,宏觀環境已經變得不明朗,這對許多科技公司的營收增長產生了重大影響,也推動了上述的估值重置。許多大型科技公司的營收增長都顯示出了彈性,與更依賴經濟狀況的同行相比,它們的表現更好。但科技公司的另一舉措也引起了華爾街的注意。以知名科技巨頭 <a href=\"https://laohu8.com/S/CRM\">$賽富時(CRM)$</a> 爲例,該公司最新業績發佈後,股價飆升。Salesforce裁員近10%,全年利潤指引提高,並在兩年內將non-GAAP營業利潤率提高到30%。Salesforce首席執行官馬克·貝尼奧夫稱自己公司爲“軟件巨頭中表現最好的公司之一”。最重要的是,管理團隊還宣佈將股票回購授權增加至200億美元。當前股價爲遠期每股收益的27倍。Okta是受重創的科技股之一,其股價較峯值下跌了70%。該公司今年的營收增長預期僅爲17%,相比之下,其在疫情期間的中期營收增長預期爲","listText":"2022年,科技股哀鴻遍野,多隻股票跌幅高達90%,但進入今年第一季度,科技股就已經跑贏大盤了。徹底重置了去年的估值和預期後,許多科技公司將更多的注意力放在了成本控制上,部分公司實現盈利目標的進度甚至大大加快,令市場感到意外。儘管宏觀環境可能會在短期內給增收帶來負面影響,市場還沒做好迎接科技公司利潤大漲的準備。本文中,作者深入研究了科技股走強的背後推手,並預測下一alpha來源。科技股今年爲何暴漲?今年, <a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 僅小幅上漲,標普銀行指數則跌了近20%,但科技行業ETF卻漲了16.4%,Invesco QQQ ETF則漲了16%。科技股爲何表現優異?首先,科技行業的估值已經被狠狠地重設了。以下爲幾家知名科技公司的市銷率情況:隨着估值重設,華爾街或開始更多地關注潛在基本面。加息增加了經濟衰退的可能性,宏觀環境已經變得不明朗,這對許多科技公司的營收增長產生了重大影響,也推動了上述的估值重置。許多大型科技公司的營收增長都顯示出了彈性,與更依賴經濟狀況的同行相比,它們的表現更好。但科技公司的另一舉措也引起了華爾街的注意。以知名科技巨頭 <a href=\"https://laohu8.com/S/CRM\">$賽富時(CRM)$</a> 爲例,該公司最新業績發佈後,股價飆升。Salesforce裁員近10%,全年利潤指引提高,並在兩年內將non-GAAP營業利潤率提高到30%。Salesforce首席執行官馬克·貝尼奧夫稱自己公司爲“軟件巨頭中表現最好的公司之一”。最重要的是,管理團隊還宣佈將股票回購授權增加至200億美元。當前股價爲遠期每股收益的27倍。Okta是受重創的科技股之一,其股價較峯值下跌了70%。該公司今年的營收增長預期僅爲17%,相比之下,其在疫情期間的中期營收增長預期爲","text":"2022年,科技股哀鴻遍野,多隻股票跌幅高達90%,但進入今年第一季度,科技股就已經跑贏大盤了。徹底重置了去年的估值和預期後,許多科技公司將更多的注意力放在了成本控制上,部分公司實現盈利目標的進度甚至大大加快,令市場感到意外。儘管宏觀環境可能會在短期內給增收帶來負面影響,市場還沒做好迎接科技公司利潤大漲的準備。本文中,作者深入研究了科技股走強的背後推手,並預測下一alpha來源。科技股今年爲何暴漲?今年, $標普500(.SPX)$ 僅小幅上漲,標普銀行指數則跌了近20%,但科技行業ETF卻漲了16.4%,Invesco QQQ ETF則漲了16%。科技股爲何表現優異?首先,科技行業的估值已經被狠狠地重設了。以下爲幾家知名科技公司的市銷率情況:隨着估值重設,華爾街或開始更多地關注潛在基本面。加息增加了經濟衰退的可能性,宏觀環境已經變得不明朗,這對許多科技公司的營收增長產生了重大影響,也推動了上述的估值重置。許多大型科技公司的營收增長都顯示出了彈性,與更依賴經濟狀況的同行相比,它們的表現更好。但科技公司的另一舉措也引起了華爾街的注意。以知名科技巨頭 $賽富時(CRM)$ 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href=\"\">[惊讶] </a>","listText":"<a href=\"\">[惊讶] </a>","text":"[惊讶] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943164648","repostId":"2320157725","repostType":4,"isVote":1,"tweetType":1,"viewCount":3717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949749389,"gmtCreate":1678926565741,"gmtModify":1678926569353,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ </a>[生气] ","listText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ </a>[生气] ","text":"$亚马逊(AMZN)$ [生气]","images":[{"img":"https://community-static.tradeup.com/news/43d9533d29351ca849313badb58f228c","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949749389","isVote":1,"tweetType":1,"viewCount":2680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949254831,"gmtCreate":1678711374524,"gmtModify":1678711376853,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FTCH\">$Farfetch Ltd(FTCH)$ </a>[得意] ","listText":"<a href=\"https://ttm.financial/S/FTCH\">$Farfetch Ltd(FTCH)$ </a>[得意] ","text":"$Farfetch Ltd(FTCH)$ [得意]","images":[{"img":"https://community-static.tradeup.com/news/4a43ab53fd0b1a155c8fa8efed62b1f6","width":"1080","height":"2242"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949254831","isVote":1,"tweetType":1,"viewCount":2865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949255257,"gmtCreate":1678710978380,"gmtModify":1678710982462,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$ </a>[流泪] ","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$ </a>[流泪] ","text":"$老虎证券(TIGR)$ [流泪]","images":[{"img":"https://community-static.tradeup.com/news/3f07542a6e3ec004441b67cd4f1023cb","width":"1080","height":"2242"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949255257","isVote":1,"tweetType":1,"viewCount":4122,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565163058838010","authorId":"3565163058838010","name":"1M55","avatar":"https://community-static.tradeup.com/news/0bd27cbcf695e34991231d096c06c44d","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3565163058838010","idStr":"3565163058838010"},"content":"a crown hat designed to say bye bye. TIGR is just this value. no future in stock price. one day have to accept investing in this.","text":"a crown hat designed to say bye bye. TIGR is just this value. no future in stock price. one day have to accept investing in this.","html":"a crown hat designed to say bye bye. TIGR is just this value. no future in stock price. one day have to accept investing in this."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949614448,"gmtCreate":1678587419684,"gmtModify":1678587422996,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ </a>[得意] ","listText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ </a>[得意] ","text":"$亚马逊(AMZN)$ [得意]","images":[{"img":"https://community-static.tradeup.com/news/fbeac8e783dc6f644a48545ffa3db424","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949614448","isVote":1,"tweetType":1,"viewCount":2847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9940861545,"gmtCreate":1677814525187,"gmtModify":1677814529228,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940861545","repostId":"627079651","repostType":1,"repost":{"id":627079651,"gmtCreate":1677812280000,"gmtModify":1677814099008,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107925732032840","idStr":"4107925732032840"},"themes":[],"title":"突發利空!600億白馬一字跌停,60多萬手封死!剛剛,易綱重磅發聲!信息量很大","htmlText":"中國基金報記者 晨曦大家好!又到了美好的週五,來一起關注今天市場的開盤情況及最新資訊~3月3日上午,上證指數高開0.12%,深證成指漲0.11%,創業板指漲0.21%。 盤面上,芯片行業連迎利好提振信心,MCU、Chiplet、存儲器概念漲幅居前;計算機、通信回調,昨日火熱的時空大數據、ChatGPT題材領跌,浪潮信息一字跌停,中國電信開盤跌超2%。截至發稿,深證成指、創業板指相繼轉跌,上證指數維持高位震盪。港股市場上,三大指數又是集體高開的一天:恆指高開1.34%,恆生國企指數漲1.61%,恆生科技指數漲2.58%。科技股普漲,百度漲4.5%領漲藍籌;嗶哩嗶哩績後漲超10%,小鵬汽車、京東漲近4%。來看詳情——數字概念啞火?浪潮信息一字跌停昨日市場還在爭論,浪潮信息和漢王科技誰纔是“數字經濟第一股”。今日開盤,兩家便雙雙出現大跌。3月3日上午開盤,浪潮信息即走出一字跌停,股價跌至38.84元/股,市值569億元。截至發稿,浪潮科技賣1封單接近66萬手。股吧內,股民們也是吵翻了天,紛紛追問跌停原因。有股民猜測稱,浪潮信息的大跌或與“英偉達斷供”、“黑名單”等相關。據財聯社消息,美國商務部當地時間3月2日發佈公告,以涉及國家安全等無理理由,將28箇中國實體列入實體清單,包括第四範式、 香港華大基因科技服務有限公司、浪潮集團、龍芯中科、盛科通信等。針對美國或擴大對浪潮等中國企業實施出口禁令的消息,浪潮信息迴應媒體稱,公司正在進一步覈實評估 ,暫無更多信息同步。作爲數字經濟的行業巨頭,浪潮信息近期股價大漲,即便在今日大跌之際,其今年以來股價漲幅也達到了80.48%,最近20日漲幅59.05%。昨日晚間,浪潮信息發佈投資者關係活動記錄表顯示,浪潮信息接受機構調研時表示,公司主要客戶需求穩定,並積極拓展行業中小客戶及其","listText":"中國基金報記者 晨曦大家好!又到了美好的週五,來一起關注今天市場的開盤情況及最新資訊~3月3日上午,上證指數高開0.12%,深證成指漲0.11%,創業板指漲0.21%。 盤面上,芯片行業連迎利好提振信心,MCU、Chiplet、存儲器概念漲幅居前;計算機、通信回調,昨日火熱的時空大數據、ChatGPT題材領跌,浪潮信息一字跌停,中國電信開盤跌超2%。截至發稿,深證成指、創業板指相繼轉跌,上證指數維持高位震盪。港股市場上,三大指數又是集體高開的一天:恆指高開1.34%,恆生國企指數漲1.61%,恆生科技指數漲2.58%。科技股普漲,百度漲4.5%領漲藍籌;嗶哩嗶哩績後漲超10%,小鵬汽車、京東漲近4%。來看詳情——數字概念啞火?浪潮信息一字跌停昨日市場還在爭論,浪潮信息和漢王科技誰纔是“數字經濟第一股”。今日開盤,兩家便雙雙出現大跌。3月3日上午開盤,浪潮信息即走出一字跌停,股價跌至38.84元/股,市值569億元。截至發稿,浪潮科技賣1封單接近66萬手。股吧內,股民們也是吵翻了天,紛紛追問跌停原因。有股民猜測稱,浪潮信息的大跌或與“英偉達斷供”、“黑名單”等相關。據財聯社消息,美國商務部當地時間3月2日發佈公告,以涉及國家安全等無理理由,將28箇中國實體列入實體清單,包括第四範式、 香港華大基因科技服務有限公司、浪潮集團、龍芯中科、盛科通信等。針對美國或擴大對浪潮等中國企業實施出口禁令的消息,浪潮信息迴應媒體稱,公司正在進一步覈實評估 ,暫無更多信息同步。作爲數字經濟的行業巨頭,浪潮信息近期股價大漲,即便在今日大跌之際,其今年以來股價漲幅也達到了80.48%,最近20日漲幅59.05%。昨日晚間,浪潮信息發佈投資者關係活動記錄表顯示,浪潮信息接受機構調研時表示,公司主要客戶需求穩定,並積極拓展行業中小客戶及其","text":"中國基金報記者 晨曦大家好!又到了美好的週五,來一起關注今天市場的開盤情況及最新資訊~3月3日上午,上證指數高開0.12%,深證成指漲0.11%,創業板指漲0.21%。 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Oncology早早預告了其CD47單抗,在2023年的潛在里程碑節點。根據ALX Oncology披露信息,下半年公司將率先公佈靶向CD47的融合蛋白evorpacept,針對胃癌的2期臨牀數據。這將是CD47靶向藥進攻實體瘤的重要里程碑節點。若ALX Oncology研發順利,CD47靶點的研發熱度勢必進一步升溫。相對ALX Oncology,市場更關心的是吉利德Magrolimab的進展,因爲其是全球研發進度最爲領先的CD47靶向藥之一。近期的JPM大會上,吉利德爲我們帶來了有關Magrolimab的最新消","text":"PD-1,十年難遇的大靶點,成就了默沙東,也吸引了無數想要逆襲的後來者。在藥企們的開拓下,衆多免疫治療靶點研發大步向前,並被寄予厚望,CD47靶點就是如此。作爲廣譜靶點,CD47潛力無限。中金公司認爲,隨着血液瘤適應症得到初步確證,且有多款藥物單藥或聯合在實體瘤中展現療效,預計CD47有望成爲新一代重磅靶點藥物。當然了,創新藥研發過程,總是充滿了看不見、想不到的危險。目前來看,成爲CD47靶點領域的“默沙東”並非易事。因爲紅細胞和血小板等細胞引起的安全性問題,一直是CD47通路藥物研發的阻礙。過去幾年,不斷有選手因難以平衡療效和安全性問題掉隊。最近的倒黴蛋,是一度被寄予厚望的Arch Oncology。當然,這並未影響市場對於CD47靶點的預期。因爲CD47靶點“四小龍”吉利德、天境生物、輝瑞和ALX Oncology的臨牀進展依然順利。“四小龍”作爲全球CD47領域的第一梯隊,已覆蓋了行業最有潛力的CD47藥物分子,使得後來者競爭壓力巨大,這次Arch Oncology的掉隊也是在情理之中。某種程度上,越來越多選手被出清,更突顯了種子選手的價值,這意味着更大的市場空間。/ 01 /距離真相越來越近對於CD47靶點研發來說,2023將是關鍵的一年。1月5日,ALX Oncology早早預告了其CD47單抗,在2023年的潛在里程碑節點。根據ALX Oncology披露信息,下半年公司將率先公佈靶向CD47的融合蛋白evorpacept,針對胃癌的2期臨牀數據。這將是CD47靶向藥進攻實體瘤的重要里程碑節點。若ALX Oncology研發順利,CD47靶點的研發熱度勢必進一步升溫。相對ALX Oncology,市場更關心的是吉利德Magrolimab的進展,因爲其是全球研發進度最爲領先的CD47靶向藥之一。近期的JPM大會上,吉利德爲我們帶來了有關Magrolimab的最新消","images":[{"img":"https://static.tigerbbs.com/f7e62c5a0f50cbe21bf8a881ab852847","width":"1080","height":"460"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626146378","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959150707,"gmtCreate":1672933592909,"gmtModify":1676538759939,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"[惊讶] ","listText":"[惊讶] ","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959150707","repostId":"1175237131","repostType":4,"repost":{"id":"1175237131","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":1672900908,"share":"https://ttm.financial/m/news/1175237131?lang=en_US&edition=fundamental","pubTime":"2023-01-05 14:41","market":"us","language":"zh","title":"Large option order | Tesla's long and short sides are \"on the bar\"! Note that it's Microsoft's turn to \"kill the white horse\" market","url":"https://stock-news.laohu8.com/highlight/detail?id=1175237131","media":"老虎资讯综合","summary":"摘要:美东时间1月4日(周三),期权市场总成交量达44,020,181张合约,其中,看涨期权占比47%;“杀白马”行情轮到了微软,云服务增长被指将严重下滑!一、市场概览美东时间1月4日(周三),美股周","content":"<p><html><head></head><body><b>Abstract: On January 4 (Wednesday), Eastern Time, the total trading volume of the options market reached 44,020,181 contracts, of which call options accounted for 47%; It's the turn of \"killing the white horse\" market<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, the growth of cloud services is accused of a serious decline!</b><b>Market Overview</b></p><p>On January 4 (Wednesday), Eastern Time, U.S. stocks closed higher on Wednesday, ending the previous two consecutive trading days of decline. As of the close, the S&P 500 rose 0.75%, the Nasdaq rose 0.69%, and the Dow Jones rose 0.4%.</p><p>Big tech stocks are mixed,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Rose more than 5%, Netflix rose nearly 5%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The market value has reached US $2 trillion,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>It fell 4.37% to a new low in nearly two months, the biggest drop since October 26 last year. In terms of Chinese concept stocks: Nasdaq Golden Dragon China Index rose 8.57%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Rose more than 14%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Rose more than 13%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 10%.</p><p>The total trading volume of the options market reached 44,020,181 contracts, of which call options accounted for 47%.<img src=\"https://static.tigerbbs.com/68bbd6feee39357e2920a86e30844566\" tg-width=\"1870\" tg-height=\"476\" referrerpolicy=\"no-referrer\"/>S&P Index ETF-SPY options traded 8.5 million contracts, of which put options accounted for 61%.<img src=\"https://static.tigerbbs.com/afd42db2ddf2b329c336de34c52b4edf\" tg-width=\"1601\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><b>2. Total option transaction volume TOP10</b><img src=\"https://static.tigerbbs.com/9d9cdc934795f97ac87ddf4b8df4a06d\" tg-width=\"828\" tg-height=\"1412\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></b>It rose more than 5% on Wednesday to $113.64. 3.296 million options contracts were traded, and call options accounted for 40% of all options transactions. Expiration January 6, 2023 Exercise Price of $100<b>Put Options</b>Volume was particularly high on, with a volume of 112,656 contracts. However, the exercise price expiring January 6, 2023 is $115<b>Call Options</b>The trading volume is also particularly high. This means that in the options market, there is a clear divergence between the long and short sides.<img src=\"https://static.tigerbbs.com/ee72ed66c7b7a2bbdb05576baf7eeb97\" tg-width=\"1602\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b>It rose 1% to $126.36 on Wednesday. 1.703 million options contracts were traded, and call options accounted for 34% of all options transactions. In the options that expire on January 6, 2023, there is a clear difference between the long and short sides.<img src=\"https://static.tigerbbs.com/b42aeced716c4a94ba7e72890cdc1f05\" tg-width=\"1604\" tg-height=\"324\" referrerpolicy=\"no-referrer\"/><b>It's the turn of \"killing the white horse\" market<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>! Cloud service growth is accused of a serious decline! Microsoft</b>It fell more than 4% on Wednesday to $229.10.<a href=\"https://laohu8.com/S/UBS\">UBS</a>The software industry research team stated in a report released that Microsoft's Azure cloud service is entering a stage of steep decline (revenue growth), and its performance in the 2023/2024 fiscal year may be worse than many investors estimate. At the same time,<a href=\"https://laohu8.com/S/UBS\">UBS</a>Warning that the cloud services market may be approaching saturation.</p><p>889,800 Microsoft options contracts were traded, and call options accounted for 40% of all options transactions. Expiration January 6, 2023 Exercise Price of $225<b>Put Options</b>Volume was particularly high on, with a volume of 31,647 contracts.<img src=\"https://static.tigerbbs.com/2157a8c5059897ac1cc8cd9943c5deab\" tg-width=\"1601\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/><b>3. Observation of changes</b><img src=\"https://static.tigerbbs.com/0a12cd5378475066dfb6387e56832a37\" tg-width=\"1789\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/BABA\">Alibaba</a></b>It rose more than 13% on Wednesday to $103.92. Expiration January 6, 2023 Exercise Price of $105<b>Call Options</b>Volume was particularly high on, with 29,642 contracts traded.<img src=\"https://static.tigerbbs.com/374687e447ef3643a04b7c3bd6ec5fde\" tg-width=\"1601\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/FXI\">China Large Cap ETF-iShares</a></b>It rose more than 6% on Wednesday to $31.19. Expiration February 17, 2023 Exercise Price of $34<b>Call Options</b>Volume was particularly high on, with a volume of 127,580 contracts.<img src=\"https://static.tigerbbs.com/235dd3c2f63448df449e8ad8dc16cfcc\" tg-width=\"1599\" tg-height=\"327\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></b>It rose more than 7% on Wednesday to $54.20. Expiration January 6, 2023 Exercise price of $53<b>Put Options</b>Volume was particularly high on, with a volume of 11,372 contracts.<img src=\"https://static.tigerbbs.com/960fab9b39357403bcaec250ab6aae1a\" tg-width=\"1603\" tg-height=\"326\" 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>Large option order | Tesla's long and short sides are \"on the bar\"! Note that it's Microsoft's turn to \"kill the white horse\" 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; 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\">\nLarge option order | Tesla's long and short sides are \"on the bar\"! Note that it's Microsoft's turn to \"kill the white horse\" market\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-01-05 14:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Abstract: On January 4 (Wednesday), Eastern Time, the total trading volume of the options market reached 44,020,181 contracts, of which call options accounted for 47%; It's the turn of \"killing the white horse\" market<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, the growth of cloud services is accused of a serious decline!</b><b>Market Overview</b></p><p>On January 4 (Wednesday), Eastern Time, U.S. stocks closed higher on Wednesday, ending the previous two consecutive trading days of decline. As of the close, the S&P 500 rose 0.75%, the Nasdaq rose 0.69%, and the Dow Jones rose 0.4%.</p><p>Big tech stocks are mixed,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Rose more than 5%, Netflix rose nearly 5%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The market value has reached US $2 trillion,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>It fell 4.37% to a new low in nearly two months, the biggest drop since October 26 last year. In terms of Chinese concept stocks: Nasdaq Golden Dragon China Index rose 8.57%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Rose more than 14%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Rose more than 13%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 10%.</p><p>The total trading volume of the options market reached 44,020,181 contracts, of which call options accounted for 47%.<img src=\"https://static.tigerbbs.com/68bbd6feee39357e2920a86e30844566\" tg-width=\"1870\" tg-height=\"476\" referrerpolicy=\"no-referrer\"/>S&P Index ETF-SPY options traded 8.5 million contracts, of which put options accounted for 61%.<img src=\"https://static.tigerbbs.com/afd42db2ddf2b329c336de34c52b4edf\" tg-width=\"1601\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><b>2. Total option transaction volume TOP10</b><img src=\"https://static.tigerbbs.com/9d9cdc934795f97ac87ddf4b8df4a06d\" tg-width=\"828\" tg-height=\"1412\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></b>It rose more than 5% on Wednesday to $113.64. 3.296 million options contracts were traded, and call options accounted for 40% of all options transactions. Expiration January 6, 2023 Exercise Price of $100<b>Put Options</b>Volume was particularly high on, with a volume of 112,656 contracts. However, the exercise price expiring January 6, 2023 is $115<b>Call Options</b>The trading volume is also particularly high. This means that in the options market, there is a clear divergence between the long and short sides.<img src=\"https://static.tigerbbs.com/ee72ed66c7b7a2bbdb05576baf7eeb97\" tg-width=\"1602\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b>It rose 1% to $126.36 on Wednesday. 1.703 million options contracts were traded, and call options accounted for 34% of all options transactions. In the options that expire on January 6, 2023, there is a clear difference between the long and short sides.<img src=\"https://static.tigerbbs.com/b42aeced716c4a94ba7e72890cdc1f05\" tg-width=\"1604\" tg-height=\"324\" referrerpolicy=\"no-referrer\"/><b>It's the turn of \"killing the white horse\" market<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>! Cloud service growth is accused of a serious decline! Microsoft</b>It fell more than 4% on Wednesday to $229.10.<a href=\"https://laohu8.com/S/UBS\">UBS</a>The software industry research team stated in a report released that Microsoft's Azure cloud service is entering a stage of steep decline (revenue growth), and its performance in the 2023/2024 fiscal year may be worse than many investors estimate. At the same time,<a href=\"https://laohu8.com/S/UBS\">UBS</a>Warning that the cloud services market may be approaching saturation.</p><p>889,800 Microsoft options contracts were traded, and call options accounted for 40% of all options transactions. Expiration January 6, 2023 Exercise Price of $225<b>Put Options</b>Volume was particularly high on, with a volume of 31,647 contracts.<img src=\"https://static.tigerbbs.com/2157a8c5059897ac1cc8cd9943c5deab\" tg-width=\"1601\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/><b>3. Observation of changes</b><img src=\"https://static.tigerbbs.com/0a12cd5378475066dfb6387e56832a37\" tg-width=\"1789\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/BABA\">Alibaba</a></b>It rose more than 13% on Wednesday to $103.92. Expiration January 6, 2023 Exercise Price of $105<b>Call Options</b>Volume was particularly high on, with 29,642 contracts traded.<img src=\"https://static.tigerbbs.com/374687e447ef3643a04b7c3bd6ec5fde\" tg-width=\"1601\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/FXI\">China Large Cap ETF-iShares</a></b>It rose more than 6% on Wednesday to $31.19. Expiration February 17, 2023 Exercise Price of $34<b>Call Options</b>Volume was particularly high on, with a volume of 127,580 contracts.<img src=\"https://static.tigerbbs.com/235dd3c2f63448df449e8ad8dc16cfcc\" tg-width=\"1599\" tg-height=\"327\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></b>It rose more than 7% on Wednesday to $54.20. Expiration January 6, 2023 Exercise price of $53<b>Put Options</b>Volume was particularly high on, with a volume of 11,372 contracts.<img src=\"https://static.tigerbbs.com/960fab9b39357403bcaec250ab6aae1a\" tg-width=\"1603\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"TSLA":"特斯拉","FXI":"中国大盘股ETF-iShares","MSFT":"微软","QQQ":"纳指100ETF","BABA":"阿里巴巴","MU":"美光科技","AAPL":"苹果","SPY":"标普500ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175237131","content_text":"摘要:美东时间1月4日(周三),期权市场总成交量达44,020,181张合约,其中,看涨期权占比47%;“杀白马”行情轮到了微软,云服务增长被指将严重下滑!一、市场概览美东时间1月4日(周三),美股周三收高,结束了此前连续两个交易日下跌的行情。截止收盘,标普500指数涨0.75%,纳斯达克指数涨0.69%,道琼斯指数涨0.4%。大型科技股涨跌互现,特斯拉涨超5%,奈飞涨近5%,苹果市值重上2万亿美元,微软跌4.37%至近两个月新低,创去年10月26日来最大跌幅。中概股方面:纳斯达克金龙中国指数涨8.57%,京东涨超14%,小鹏汽车、阿里巴巴涨逾13%,蔚来、百度涨超10%。期权市场总成交量达44,020,181张合约,其中,看涨期权占比47%。标普指数ETF-SPY期权成交850万张合约,其中,看跌期权占比61%。二、期权成交总量TOP10特斯拉周三涨超5%,报113.64美元。期权合约成交329.6万张,看涨期权占全部期权交易的40%。2023年1月6日到期行权价为100美元看跌期权的成交量特别高,成交量为112,656张。但是,2023年1月6日到期行权价为115美元看涨期权的成交量也同样特别高。这意味着在期权市场中,多空方发生了明显的分歧。苹果周三上涨1%,报126.36美元。期权合约成交170.3万张,看涨期权占全部期权交易的34%。在2023年1月6日到期的期权中,多空双方发生了明显的分歧。“杀白马”行情轮到微软!云服务增长被指将严重下滑!微软周三跌超4%,报229.10美元。瑞银软件行业研究团队在发布的报告中表示,微软的Azure云服务正在进入(营收增速)陡峭下滑的阶段,在2023/2024财年的表现可能要比许多投资者的测算更加糟糕。与此同时,瑞银警告称云服务市场可能正在接近饱和状态。微软期权合约成交88.98万张,看涨期权占全部期权交易的40%。2023年1月6日到期行权价为225美元看跌期权的成交量特别高,成交量为31,647张。三、异动观察阿里巴巴周三涨逾13%,报103.92美元。2023年1月6日到期行权价为105美元看涨期权的成交量特别高,成交量为29,642张。中国大盘股ETF-iShares周三涨超6%,报31.19美元。2023年2月17日到期行权价为34美元看涨期权的成交量特别高,成交量为127,580张。美光科技周三涨超7%,报54.20美元。2023年1月6日到期行权价为53美元看跌期权的成交量特别高,成交量为11,372张。","news_type":1,"symbols_score_info":{"FXI":0.9,"QQQ":0.9,"MSFT":0.9,"TSLA":0.9,"BABA":0.9,"SPY":0.9,"MU":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959105288,"gmtCreate":1672922274944,"gmtModify":1676538758182,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"[得意] ","listText":"[得意] ","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959105288","repostId":"1173847636","repostType":4,"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":653670082,"gmtCreate":1680854753347,"gmtModify":1680854753347,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$ </a>","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$ </a>","text":"$亚马逊(AMZN)$","images":[{"img":"https://static.tigerbbs.com/a95e78091bb11390a657458b55d6f707","width":"2360","height":"1312"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/653670082","isVote":1,"tweetType":1,"viewCount":4131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949255257,"gmtCreate":1678710978380,"gmtModify":1678710982462,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$ </a>[流泪] ","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$ </a>[流泪] ","text":"$老虎证券(TIGR)$ [流泪]","images":[{"img":"https://community-static.tradeup.com/news/3f07542a6e3ec004441b67cd4f1023cb","width":"1080","height":"2242"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949255257","isVote":1,"tweetType":1,"viewCount":4122,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565163058838010","authorId":"3565163058838010","name":"1M55","avatar":"https://community-static.tradeup.com/news/0bd27cbcf695e34991231d096c06c44d","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3565163058838010","idStr":"3565163058838010"},"content":"a crown hat designed to say bye bye. TIGR is just this value. no future in stock price. one day have to accept investing in this.","text":"a crown hat designed to say bye bye. TIGR is just this value. no future in stock price. one day have to accept investing in this.","html":"a crown hat designed to say bye bye. TIGR is just this value. no future in stock price. one day have to accept investing in this."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949614448,"gmtCreate":1678587419684,"gmtModify":1678587422996,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ </a>[得意] ","listText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ </a>[得意] ","text":"$亚马逊(AMZN)$ [得意]","images":[{"img":"https://community-static.tradeup.com/news/fbeac8e783dc6f644a48545ffa3db424","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949614448","isVote":1,"tweetType":1,"viewCount":2847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9966834489,"gmtCreate":1669477496942,"gmtModify":1676538200550,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$ </a><v-v data-views=\"1\"></v-v>[得意] ","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$ </a><v-v data-views=\"1\"></v-v>[得意] ","text":"$老虎证券(TIGR)$ [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966834489","isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069910254,"gmtCreate":1651216571136,"gmtModify":1676534872449,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069910254","repostId":"1128249329","repostType":4,"repost":{"id":"1128249329","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":1651046450,"share":"https://ttm.financial/m/news/1128249329?lang=en_US&edition=fundamental","pubTime":"2022-04-27 16:00","market":"sh","language":"zh","title":"Reminder: List of stock market closing arrangements for May Day and Eid al-Fitr","url":"https://stock-news.laohu8.com/highlight/detail?id=1128249329","media":"老虎资讯综合","summary":"请留意股市休市时间,并提前安排好您的投资计划。","content":"<p><html><head></head><body>Dear investors,</p><p>Labor Day (May 1st) is approaching, and trading activities in Singapore market, Hong Kong market and A-share market will be affected. In addition, the Singapore market will also be closed for Eid al-Fitr (May 3). Please pay attention to the specific situation and arrange your investment plan ahead of time.</p><p><img src=\"https://static.tigerbbs.com/f91044bce608b672752b90e047c02f65\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p>I wish you the best investment!</p><p>Tiger Securities</p><p><b>Market closure arrangement</b></p><p><b>US stocks</b></p><p>Trade as usual</p><p><b>Hong Kong Stocks</b></p><p>The market will be closed on May 2nd (Monday) and open as usual from May 3rd (Tuesday).</p><p><b>A Shares</b></p><p>The market will be closed from May 2 (Monday) to May 4 (Wednesday), and will open as usual from May 5 (Thursday).</p><p><b>Shanghai Stock Connect, Shenzhen Stock Connect</b></p><p>Closed from Monday, May 2 to Wednesday, May 4, and open as usual on Thursday, May 5.</p><p><b>Stock Connect</b></p><p>It will be closed from April 28 (Thursday) to May 4 (Wednesday), and will be open as usual from May 5 (Thursday).</p><p><b>Singapore Market</b></p><p>Labor Day: Closed on Monday, May 2.</p><p>Eid al-Fitr: The market will be closed on May 3rd (Tuesday) and open as usual from May 4th (Wednesday).</p><p><b>Australian stock market</b></p><p>Trade as usual.</p><p><b>Brief Background</b></p><p>May Day: International Workers' Day, also known as \"International Workers' Day\" (International Workers' Day or May Day), is a national holiday in more than 80 countries around the world. In July 1889, the Second International led by Engels held its congress in Paris. The meeting passed a resolution to designate May 1st as International Labor Day. In December 1949, the Government Affairs Council of the Central People's Government made a decision to designate May 1st as Labor Day.</p><p>Eid al-Fitr: One of the main holidays in Islam. Together with Eid al-Adha, it is called the two major festivals of Islam. According to Muhammad's instruction on \"fasting when you see the new moon, breaking fast when you see the new moon\", Ramadan every year begins with the appearance of the new moon in early September of the Islamic calendar and ends when the new moon is seen in early October of the religious calendar.</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>Reminder: List of stock market closing arrangements for May Day and Eid al-Fitr</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\">\nReminder: List of stock market closing arrangements for May Day and Eid al-Fitr\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\">2022-04-27 16:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Dear investors,</p><p>Labor Day (May 1st) is approaching, and trading activities in Singapore market, Hong Kong market and A-share market will be affected. In addition, the Singapore market will also be closed for Eid al-Fitr (May 3). Please pay attention to the specific situation and arrange your investment plan ahead of time.</p><p><img src=\"https://static.tigerbbs.com/f91044bce608b672752b90e047c02f65\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p>I wish you the best investment!</p><p>Tiger Securities</p><p><b>Market closure arrangement</b></p><p><b>US stocks</b></p><p>Trade as usual</p><p><b>Hong Kong Stocks</b></p><p>The market will be closed on May 2nd (Monday) and open as usual from May 3rd (Tuesday).</p><p><b>A Shares</b></p><p>The market will be closed from May 2 (Monday) to May 4 (Wednesday), and will open as usual from May 5 (Thursday).</p><p><b>Shanghai Stock Connect, Shenzhen Stock Connect</b></p><p>Closed from Monday, May 2 to Wednesday, May 4, and open as usual on Thursday, May 5.</p><p><b>Stock Connect</b></p><p>It will be closed from April 28 (Thursday) to May 4 (Wednesday), and will be open as usual from May 5 (Thursday).</p><p><b>Singapore Market</b></p><p>Labor Day: Closed on Monday, May 2.</p><p>Eid al-Fitr: The market will be closed on May 3rd (Tuesday) and open as usual from May 4th (Wednesday).</p><p><b>Australian stock market</b></p><p>Trade as usual.</p><p><b>Brief Background</b></p><p>May Day: International Workers' Day, also known as \"International Workers' Day\" (International Workers' Day or May Day), is a national holiday in more than 80 countries around the world. In July 1889, the Second International led by Engels held its congress in Paris. The meeting passed a resolution to designate May 1st as International Labor Day. In December 1949, the Government Affairs Council of the Central People's Government made a decision to designate May 1st as Labor Day.</p><p>Eid al-Fitr: One of the main holidays in Islam. Together with Eid al-Adha, it is called the two major festivals of Islam. According to Muhammad's instruction on \"fasting when you see the new moon, breaking fast when you see the new moon\", Ramadan every year begins with the appearance of the new moon in early September of the Islamic calendar and ends when the new moon is seen in early October of the religious calendar.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/558942e83c0149418769df06131301a0","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128249329","content_text":"尊敬的投资者:劳动节(5月1日)即将到来,新加坡市场、香港市场和A股市场的交易活动将受到影响。此外,新加坡市场也将因开斋节(5月3日)而休市。请留意具体情况,提前安排好您的投资计划。预祝投资顺利!老虎证券休市安排美股照常交易港股5月2日(周一)休市,5月3日(周二)起照常开市。A股5月2日(周一)至5月4日(周三)休市,5月5日(周四)起照常开市。沪股通、深股通5月2日(周一)至5月4日(周三)关闭,5月5日(周四)照常开市。港股通4月28日(周四)至5月4日(周三)关闭,5月5日(周四)起照常开市。新加坡市场劳动节:5月2日(周一)休市。开斋节:5月3日(周二)休市,5月4日(周三)起照常开市。澳大利亚股市照常交易。背景简介五一劳动节:国际劳动节又称“五一国际劳动节”(International Workers' Day或者May 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