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Tyliew

Tyliew

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2023-04-07

$亚马逊(AMZN)$

2023-03-13

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2023-03-12

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2022-11-26

$老虎证券(TIGR)$ [得意]

2022-04-29

OK

Reminder: List of stock market closing arrangements for May Day and Eid al-Fitr

2022-12-10

$哔哩哔哩(BILI)$ [得意]

2022-02-10

😁

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10-08

$SoFi Technologies Inc.(SOFI)$

2023-03-13

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2023-01-26

[惊讶]

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2023-01-22

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2023-01-17

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@氨基观察:CD47靶點拓荒之旅，距離真相越來越近

2022-11-24

$老虎证券(TIGR)$ [得意]

2022-11-23

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2022-11-04

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2022-10-31

$阿里巴巴-SW(09988)$[呆住]

2022-10-26

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2022-10-18

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2022-09-11

[得意]

There is another "gold sweeping fever"! "Golden and difficult summer", the giants have taken action one after another!

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

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19:36","market":"us","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 people from CMS said that MG-K10 will enrich the company's global differentiated innovation pipeline in the field of skin disease treatment, and is 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 people from CMS said that MG-K10 will enrich the company's global differentiated innovation pipeline in the field of skin disease treatment, and is 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":{"SG9999015978.USD":"利安颠覆性创新基金A","00867":"康哲药业","MG":"Mistras Group","IE00B66KJ199.SGD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","BK4588":"碎股","YINN":"三倍做多富时中国ETF-Direxion","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE00BYV24P56.USD":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) ACC","BK1191":"制药","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK1593":"医美概念股","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","BK4585":"ETF&股票定投概念","BK4123":"调查和咨询服务","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD"},"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":{"YINN":1,"00867":1,"MG":1}},"isVote":1,"tweetType":1,"viewCount":1628,"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,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a>","text":"$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":3655,"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,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[鼓掌]&nbsp;[强]&nbsp;","listText":"[鼓掌]&nbsp;[强]&nbsp;","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","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4581":"高盛持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","BRK.B":"伯克希尔B","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BRK.A":"伯克希尔","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","YCS":"日元ETF-ProShares两倍做空","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK4176":"多领域控股","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC"},"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,"YCS":0.9,"BRK.A":0.9,"JPYmain":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":2982,"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,"idStr":"3586350955637820","authorIdStr":"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,"idStr":"3474364984991596","authorIdStr":"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 $賽富時(CRM)$ 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","images":[{"img":"https://static.tigerbbs.com/3e4950f49e5da14f65cd7d38dd96b08d","width":"635","height":"467"},{"img":"https://static.tigerbbs.com/6d38ddfe733095ee68d08f01e197182d","width":"635","height":"450"},{"img":"https://static.tigerbbs.com/e35c7e707e489384d532342779592a0e","width":"817","height":"320"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659532252","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941820792,"gmtCreate":1680140393117,"gmtModify":1680140396833,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"y","listText":"y","text":"y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941820792","repostId":"659519134","repostType":1,"repost":{"id":659519134,"gmtCreate":1680140130630,"gmtModify":1680140216756,"author":{"id":"3472778809742911","authorId":"3472778809742911","name":"首席消费官","avatar":"https://static.tigerbbs.com/20ea29a21d2a4d13a41a9a44d28e8cc5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472778809742911","authorIdStr":"3472778809742911"},"themes":[],"htmlText":"【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）","listText":"【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）","text":"【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）","images":[{"img":"https://static.tigerbbs.com/fe35cbe8f78a5d075df1de83f5455e18","width":"788","height":"809"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659519134","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943164648,"gmtCreate":1679291936485,"gmtModify":1679291940234,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"‌<a href=\"\">[惊讶]&nbsp;</a>‌","listText":"‌<a href=\"\">[惊讶]&nbsp;</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,"repost":{"id":"2320157725","kind":"highlight","pubTimestamp":1679291107,"share":"https://ttm.financial/m/news/2320157725?lang=en_US&edition=fundamental","pubTime":"2023-03-20 13:45","market":"us","language":"zh","title":"Besides not adding rate hike, the Fed will report another big event this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2320157725","media":"金十数据","summary":"关键时刻，美联储正盯紧这四个指标。","content":"<p><html><head></head><body>At the critical moment, the Federal Reserve is keeping an eye on these four indicators. Federal Reserve Chairman Powell will hold a press conference on March 22.<b>In addition to announcing whether it is a rate hike, it is likely that it will also report on the state of the Fed's supervision of the banking and financial system.</b></p><p>According to research, through the Federal Reserve's regulatory reports, meeting minutes and financial situation reports, we can see the near-real-time stress indicators monitored by the Federal Reserve in previous crises, which are related to how policymakers will respond to the current banking crisis.</p><p><b>Here are four metrics that are relevant to this banking crisis and could affect the Fed's final decision:</b></p><p><b>1. Bank financing cost indicators</b></p><p><b>Stock prices are a big focus for the Fed when it comes to assessing banks' cost of funds.</b>Local banks are under greater pressure than large banks, which are more regulated, enjoy better capital and liquidity requirements, and have easier access to capital markets. The pressure of local banks will become the motivation of large banks in times of crisis. Because once small banks show instability, a large amount of deposits will be transferred into big banks, which is why the stocks of leading banks will perform better relatively.</p><p>In the 2008 financial crisis, the Federal Reserve considered the 30-day spread between financial and non-financial AA-rated commercial paper as another indicator to measure the financing cost of banks.<b>This indicator is particularly important in the financial crisis, because the short-term credit cost of banks increases when faced with capital and liquidity shortages.</b></p><p>After the outbreak of the banking crisis, the interest rate spread fluctuated relatively mildly. It only expanded by 7 basis points after the Credit Suisse crisis, and it was still within the normal historical range. The SVB incident had little impact on it.<b>The cost of 30-day funding for financial companies has not become more expensive.</b></p><p><b>Financial System Risk Indicators</b></p><p>The Federal Reserve uses financial market monitoring tools to regulate banks, among which,<b>Large banks are regulatory focus</b>。 Page 10 of the regulatory and regulatory report released by the Federal Reserve in November shows the following two real-time risk indicators.</p><p><b>The first is that the Fed obtains the average \"market leverage ratio\" by dividing the market value of banks by the sum of market value and total liabilities.</b>The pressure on stock prices will naturally lead to a decline in market leverage.</p><p><b>The second is the average credit default swap (CDS) spread of the large banks studied by the Federal Reserve</b>, the spread has risen slightly since the failures of SVB and Signature Bank. Although the risk signal is bright red, it only rose to the level of last October and may not touch the alert level. However, large banks will undoubtedly benefit from the thunder explosion of local banks again.</p><p>Not only large banks, but also the CDS spreads of the entire financial industry have attracted much attention from the Federal Reserve. In 2008, the Fed reviewed 179<a href=\"https://laohu8.com/S/FISI\">Financial institution</a>CDS spread index.<b>While it has risen slightly in recent days, spreads are still low compared to last year.</b></p><p><b>3. Private credit cost indicators</b></p><p>Even if the credit crisis is due to temporary liquidity constraints, the financing situation of the entire real economy will also be affected.<b>In order to monitor the credit situation of the real economy, the Federal Reserve will keep a close eye on the spread between corporate bonds and U.S. Treasury Bond to keep a close eye on risk premiums and the broader cost of capital.</b></p><p>In view of the fact that after the collapse of SVB, the spread of corporate bonds has expanded to 35-40 basis points, and the cost of corporate capital has risen slightly, this will also be included in regulatory considerations.<b>However, whether the spread widens to a warning level remains to be considered, or it will not lead to a shift in Fed policy.</b></p><p><b>4. Lower frequency indicators</b></p><p>In addition to the market-based real-time monitoring indicators mentioned above, the Fed also considers a range of lower-frequency data, including:<b>Survey of senior bank loan officers, capital adequacy and liquidity indicators based on quarterly results reports and results, and stress test results</b>。</p><p>although<a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank</a>The explosion of Credit Suisse and Credit Suisse triggered market panic, but according to current research, the possibility of financial risk spillover is unlikely, at least compared with past crises.<b>The Federal Reserve should hold a similar view, and it is expected that the Federal Open Market Committee (FOMC) meeting in March will release the same signal, with the most likely result being a rate hike of 25 basis points.</b></p><p></body></html></p>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Besides not adding rate hike, the Fed will report another big event this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBesides not adding rate hike, the Fed will report another big event this week\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2023-03-20 13:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>At the critical moment, the Federal Reserve is keeping an eye on these four indicators. Federal Reserve Chairman Powell will hold a press conference on March 22.<b>In addition to announcing whether it is a rate hike, it is likely that it will also report on the state of the Fed's supervision of the banking and financial system.</b></p><p>According to research, through the Federal Reserve's regulatory reports, meeting minutes and financial situation reports, we can see the near-real-time stress indicators monitored by the Federal Reserve in previous crises, which are related to how policymakers will respond to the current banking crisis.</p><p><b>Here are four metrics that are relevant to this banking crisis and could affect the Fed's final decision:</b></p><p><b>1. Bank financing cost indicators</b></p><p><b>Stock prices are a big focus for the Fed when it comes to assessing banks' cost of funds.</b>Local banks are under greater pressure than large banks, which are more regulated, enjoy better capital and liquidity requirements, and have easier access to capital markets. The pressure of local banks will become the motivation of large banks in times of crisis. Because once small banks show instability, a large amount of deposits will be transferred into big banks, which is why the stocks of leading banks will perform better relatively.</p><p>In the 2008 financial crisis, the Federal Reserve considered the 30-day spread between financial and non-financial AA-rated commercial paper as another indicator to measure the financing cost of banks.<b>This indicator is particularly important in the financial crisis, because the short-term credit cost of banks increases when faced with capital and liquidity shortages.</b></p><p>After the outbreak of the banking crisis, the interest rate spread fluctuated relatively mildly. It only expanded by 7 basis points after the Credit Suisse crisis, and it was still within the normal historical range. The SVB incident had little impact on it.<b>The cost of 30-day funding for financial companies has not become more expensive.</b></p><p><b>Financial System Risk Indicators</b></p><p>The Federal Reserve uses financial market monitoring tools to regulate banks, among which,<b>Large banks are regulatory focus</b>。 Page 10 of the regulatory and regulatory report released by the Federal Reserve in November shows the following two real-time risk indicators.</p><p><b>The first is that the Fed obtains the average \"market leverage ratio\" by dividing the market value of banks by the sum of market value and total liabilities.</b>The pressure on stock prices will naturally lead to a decline in market leverage.</p><p><b>The second is the average credit default swap (CDS) spread of the large banks studied by the Federal Reserve</b>, the spread has risen slightly since the failures of SVB and Signature Bank. Although the risk signal is bright red, it only rose to the level of last October and may not touch the alert level. However, large banks will undoubtedly benefit from the thunder explosion of local banks again.</p><p>Not only large banks, but also the CDS spreads of the entire financial industry have attracted much attention from the Federal Reserve. In 2008, the Fed reviewed 179<a href=\"https://laohu8.com/S/FISI\">Financial institution</a>CDS spread index.<b>While it has risen slightly in recent days, spreads are still low compared to last year.</b></p><p><b>3. Private credit cost indicators</b></p><p>Even if the credit crisis is due to temporary liquidity constraints, the financing situation of the entire real economy will also be affected.<b>In order to monitor the credit situation of the real economy, the Federal Reserve will keep a close eye on the spread between corporate bonds and U.S. Treasury Bond to keep a close eye on risk premiums and the broader cost of capital.</b></p><p>In view of the fact that after the collapse of SVB, the spread of corporate bonds has expanded to 35-40 basis points, and the cost of corporate capital has risen slightly, this will also be included in regulatory considerations.<b>However, whether the spread widens to a warning level remains to be considered, or it will not lead to a shift in Fed policy.</b></p><p><b>4. Lower frequency indicators</b></p><p>In addition to the market-based real-time monitoring indicators mentioned above, the Fed also considers a range of lower-frequency data, including:<b>Survey of senior bank loan officers, capital adequacy and liquidity indicators based on quarterly results reports and results, and stress test results</b>。</p><p>although<a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank</a>The explosion of Credit Suisse and Credit Suisse triggered market panic, but according to current research, the possibility of financial risk spillover is unlikely, at least compared with past crises.<b>The Federal Reserve should hold a similar view, and it is expected that the Federal Open Market Committee (FOMC) meeting in March will release the same signal, with the most likely result being a rate hike of 25 basis points.</b></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=108658&type=news&data_type=0\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9a0209981cdff7fe62e7a2c1dc992cd7","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPXU":"三倍做空标普500ETF-ProShares","BK4550":"红杉资本持仓","BK4588":"碎股","SSO":"2倍做多标普500ETF-ProShares",".DJI":"道琼斯","SPY":"标普500ETF","DDM":"2倍做多道指ETF-ProShares","BK4581":"高盛持仓","DJX":"1/100道琼斯","OEX":"标普100","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念",".IXIC":"NASDAQ Composite","PSQ":"做空纳斯达克100指数ETF-ProShares",".SPX":"S&P 500 Index","BK4504":"桥水持仓","UDOW":"三倍做多道指30ETF-ProShares","BK4559":"巴菲特持仓"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=108658&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320157725","content_text":"关键时刻，美联储正盯紧这四个指标。美联储主席鲍威尔将于3月22日召开新闻发布会，除了宣布是否加息外，很可能还会报告美联储对银行业和金融体系的监管状况。据研究显示，通过美联储的监管报告、会议记录和金融状况报告，可以看到美联储在先前危机中监控的近实时压力指标，关系到决策者将如何应对当前的银行业危机。以下是四个与此次银行危机相关且可能影响美联储最终决策的指标：一、 银行融资成本指标在评估银行的资金成本方面，股价是美联储的一大关注点。与大型银行相比，地方银行面临的压力更大，因为大型银行受到更严格的监管，享受更好的资本和流动性的要求，而且更容易进入资本市场。地方银行的压力在危机时又会成为大型银行的动力。因为小银行一旦表现出不稳定性，大量存款就会转移流入大银行，这也是为什么头部银行的股票相对表现也会更好。2008年的金融危机中，美联储就曾考虑30天金融和非金融AA级商业票据的利差，将其作为衡量银行融资成本的另一个指标。这一指标在金融危机中尤为重要，因为面临资本和流动性短缺时，银行短期信贷成本加大。此次银行危机爆发后，利差波动相对温和，仅于瑞信危机后扩大了7个基点，仍处于正常的历史区间内，SVB事件对其影响并不大。金融公司的30天融资成本并未变得更高昂。二、金融系统风险指标美联储使用金融市场监控工具监管银行，而其中，大型银行是监管重点。11月美联储公布的监管和规范报告的第十页展示了下列两个实时风险指标。第一是美联储通过将银行市值除以市值与总负债之和得到平均“市场杠杆率”。股价的压力自然会导致市场杠杆率有所下降。第二是美联储研究的大型银行的信用违约掉期（CDS）平均利差，自SVB和签名银行倒闭以来，该利差略有上升。尽管风险信号亮红，但只是上升至去年10月的水平，可能并未触及警戒水平。不过大型银行无疑会再次从此次地方银行爆雷事件中受益。不仅仅是大型银行，整个金融行业的CDS利差都备受美联储关注。2008年，美联储审查了179家金融机构的CDS利差指数。虽然最近几天略有上升，但与去年相比，利差仍然很低。三、民间信贷成本指标即便此次信贷危机是由于暂时的流动性紧张，整个实体经济的融资状况也将受到影响。为了监控实体经济的信贷状况，美联储将紧盯企业债与美国国债的利差，以密切关注风险溢价和更广泛的资本成本。鉴于SVB倒闭之后，企业债券利差扩幅增至35-40个基点，企业资本成本略微上浮，这也将纳入监管考虑之一。不过，利差是否扩至触及警戒水平还有待考量，或不会导致美联储政策转向。四、较低频的指标除了上述基于市场的实时监控指标之外，美联储还考虑了一系列较低频数据，包括：银行高级信贷员调查、基于季度业绩报告和业绩的资本充足率和流动性指标、以及压力测试结果。虽然硅谷银行和瑞信爆雷引发了市场恐慌情绪，不过就目前研究来看，金融风险外溢可能性不大，至少相比于过去的危机概率很小。美联储应持类似观点，预计3月联邦公开市场委员会（FOMC）会议释放出相同信号，最有可能的结果是加息25个基点。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"MNQmain":0.9,"DDM":0.6,"SPXU":0.6,"UDOW":0.6,"PSQ":0.6,"DJX":0.6,"SPY":1,"SSO":0.6,".DJI":1,".SPX":0.6,".IXIC":1,"ESmain":0.9,"NQmain":0.9,"OEX":0.6}},"isVote":1,"tweetType":1,"viewCount":3331,"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,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>[生气]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>[生气]&nbsp;","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":2559,"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,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FTCH\">$Farfetch Ltd(FTCH)$ &nbsp;</a>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/FTCH\">$Farfetch Ltd(FTCH)$ &nbsp;</a>[得意]&nbsp;","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":2593,"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,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>[流泪]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>[流泪]&nbsp;","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":3828,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565163058838010","authorId":"3565163058838010","name":"1M55","avatar":"https://community-static.tradeup.com/news/0bd27cbcf695e34991231d096c06c44d","crmLevel":11,"crmLevelSwitch":1,"idStr":"3565163058838010","authorIdStr":"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,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>[得意]&nbsp;","text":"$亚马逊(AMZN)$ 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&nbsp;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。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","listText":"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","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":817,"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,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","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":{"QQQ":"纳指100ETF","BABA":"阿里巴巴","TSLA":"特斯拉","AAPL":"苹果","MSFT":"微软","SPY":"标普500ETF","MU":"美光科技","FXI":"中国大盘股ETF-iShares"},"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":{"QQQ":0.9,"BABA":0.9,"AAPL":0.9,"SPY":0.9,"MU":0.9,"FXI":0.9,"TSLA":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":941,"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,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","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":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959109865,"gmtCreate":1672920175458,"gmtModify":1676538757978,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959109865","repostId":"1148970194","repostType":4,"isVote":1,"tweetType":1,"viewCount":786,"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)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a>","text":"$亚马逊(AMZN)$","images":[{"img":"https://static.tigerbbs.com/a95e78091bb11390a657458b55d6f707","width":"2360","height":"1312"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/653670082","isVote":1,"tweetType":1,"viewCount":3655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949255257,"gmtCreate":1678710978380,"gmtModify":1678710982462,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>[流泪]&nbsp;","listText":"<a 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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":{"000001.SH":"上证指数","HSI":"恒生指数"},"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 Day)，是世界上80多个国家的全国性节日。1889年7月，由恩格斯领导的第二国际在巴黎举行代表大会。会议通过决议，把5月1日这一天定为国际劳动节。中央人民政府政务院于1949年12月作出决定，将5月1日确定为劳动节。开斋节：伊斯兰教主要节日之一。与宰牲节并称为伊斯兰教的两大节日。根据穆罕默德关于“见新月封斋，见新月开斋”的训谕，每年斋月始于伊斯兰教历9月初新月出现，结束于教历10月初见到新月时为止。","news_type":1,"symbols_score_info":{"000001.SH":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929147814,"gmtCreate":1670632062638,"gmtModify":1676538407465,"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/BILI\">$哔哩哔哩(BILI)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a><v-v 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[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929147814","isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092990686,"gmtCreate":1644504049750,"gmtModify":1676533934384,"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":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092990686","repostId":"1148471486","repostType":4,"isVote":1,"tweetType":1,"viewCount":942,"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\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a>&nbsp;","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":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"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\">$Farfetch Ltd(FTCH)$ &nbsp;</a>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/FTCH\">$Farfetch Ltd(FTCH)$ &nbsp;</a>[得意]&nbsp;","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":2593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9952291835,"gmtCreate":1674725419128,"gmtModify":1676538955448,"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]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952291835","repostId":"2306450075","repostType":4,"isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952962266,"gmtCreate":1674360553356,"gmtModify":1676538938204,"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\">$亚马逊(AMZN)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>","text":"$亚马逊(AMZN)$","images":[{"img":"https://community-static.tradeup.com/news/a0f3554632c7437c155d78f15148c34d","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952962266","isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9956888778,"gmtCreate":1673964166095,"gmtModify":1676538909226,"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]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956888778","repostId":"626146378","repostType":1,"repost":{"id":626146378,"gmtCreate":1673962877196,"gmtModify":1676538909183,"author":{"id":"3534319194958311","authorId":"3534319194958311","name":"氨基观察","avatar":"https://static.tigerbbs.com/89e799281895c84ffec5a478339a0d7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3534319194958311","idStr":"3534319194958311"},"themes":[],"title":"CD47靶點拓荒之旅，距離真相越來越近","htmlText":"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","listText":"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","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":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968463429,"gmtCreate":1669295032462,"gmtModify":1676538179952,"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\">$老虎证券(TIGR)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","text":"$老虎证券(TIGR)$ [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968463429","isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968879457,"gmtCreate":1669191747979,"gmtModify":1676538165100,"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/09988\">$阿里巴巴-SW(09988)$&nbsp;</a><v-v 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data-views=\"1\"></v-v>[得意]&nbsp;","text":"$特斯拉(TSLA)$[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989405943","isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932190553,"gmtCreate":1662887441973,"gmtModify":1676537158226,"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]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932190553","repostId":"1156732473","repostType":4,"repost":{"id":"1156732473","kind":"news","pubTimestamp":1662864340,"share":"https://ttm.financial/m/news/1156732473?lang=en_US&edition=fundamental","pubTime":"2022-09-11 10:45","market":"hk","language":"zh","title":"There is another \"gold sweeping fever\"! \"Golden and difficult summer\", the giants have taken action one after another!","url":"https://stock-news.laohu8.com/highlight/detail?id=1156732473","media":"华尔街见闻","summary":"外资巨头的出手意味着什么？在业内分析人士看来，当前黄金市场的悲观预期正被市场充分计价，黄金或在未来迎来探底回升的窗口。尽管美元的持续走强给黄金带来不小压力，但更喜欢逆势布局的外资巨头们，却已开始出手，","content":"<p><html><head></head><body>What does the move of foreign giants mean? According to industry analysts, the pessimistic expectations of the current gold market are being fully priced by the market, and gold may usher in a window of bottoming out and rebounding in the future. Although the continued strength of the US dollar has put a lot of pressure on gold, foreign giants who prefer to go against the trend have begun to take action and significantly increase their positions in gold ETFs.</p><p>According to the latest semi-annual report of the fund, the private equity products of Bridgewater, the world's largest hedge fund, appeared in the list of the top ten holders of several gold ETFs. According to the data, as of the end of June this year, Bridgewater (China) Investment Management Co., Ltd. held a total of 214 million shares of Bosera Gold ETF, Huaan Gold Easy ETF and E Fund Gold ETF, with a market value of 814 million yuan.</p><p>What does the move of foreign giants mean? According to industry analysts, the pessimistic expectations of the current gold market are being fully priced by the market, and gold may usher in a window of bottoming out and rebounding in the future.</p><p><b>Major institutions are buying gold one after another</b></p><p>The semi-annual report of Bosera Gold ETF shows that as of the end of the first half of the year, Bridgewater All-Weather Enhanced China Private Securities Investment Fund No. 3, Bridgewater All-Weather Enhanced China Private Securities Investment Fund No. 1 and Bridgewater All-Weather Enhanced China Private Securities Investment Fund No. 2 held 46.6248 million shares, 9.2942 million shares and 8.7106 million shares of the fund respectively, ranking their second, fifth and sixth largest holders.<img src=\"https://static.tigerbbs.com/d84e9ebb320e0c5cf942975e5d8f6409\" tg-width=\"800\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/></p><p>The above three funds of Bridgewater China also appeared in the list of the top ten holders of Huaan Gold Easy ETF and E Fund Gold ETF.</p><p><img src=\"https://static.tigerbbs.com/d923e513e32f394e52f117fd17238ef7\" tg-width=\"800\" tg-height=\"377\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/f132a9df386c1583a50ba16302ccabe1\" tg-width=\"800\" tg-height=\"402\" referrerpolicy=\"no-referrer\"/></p><p>In fact, in addition to Bridgewater Fund, many domestic and foreign institutions are also \"sweeping\" gold ETFs.<a href=\"https://laohu8.com/S/BCS\">Barclays Bank</a>At the same time, it appeared in Bosera Gold ETF and Huaan Gold Easy ETF, holding 4.4452 million shares and 21.1 million shares of these two ETFs respectively.</p><p>Furthermore,<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>、<a href=\"https://laohu8.com/S/000776\">GF Securities</a>、<a href=\"https://laohu8.com/S/601688\">Huatai Securities</a>He Guosheng Securities appeared in Bosera Gold ETF at the same time, holding a total of 25.67 million shares; Xingquan Preferred Enterprising Three-month Holding Period Hybrid Fund of Funds and Huashang Jiayue Steady Pension Target One-year Holding Period Hybrid Sponsored Fund of Funds (FOF) are the ninth and tenth largest holders of Huaan Gold Easy ETF.</p><p>Public information shows that since the beginning of this year, the above three gold ETFs have all achieved positive returns. Especially during the first quarter, with the volatility of the global stock market and commodity market, the safe-haven function of gold became prominent, and gold ETFs also achieved good returns.</p><p><b>Gold prices fall into short-term downturn</b></p><p>It is worth noting that in the context of continued rise in inflation, European and American central banks generally adopt more aggressive monetary policies to respond.</p><p>After the Federal Reserve's interest rate meeting in June this year saw a sharp rate hike of 75 basis points, setting the largest single rate hike in the past 30 years, the dot plot showed that the subsequent rate hike path was more radical. Superimposed on the Fed's official shrinking balance sheet in June, the real interest rate in the United States rebounded sharply in the second quarter, causing international gold prices to continue to weaken under pressure in the second quarter.</p><p>In this regard, the World Gold Council used \"a difficult summer for gold\" to describe the performance of gold prices in the past month. Statistics from the World Gold Council show that as of August, gold prices fell month-on-month, falling 2% to US $1,715.9 per ounce, marking the fifth consecutive month of decline. The rebound that began in mid-July lost momentum again in mid-August after failing to break through the resistance level of $1,800/oz.</p><p>The data also shows that from the perspective of overall positions, global gold ETFs flowed out of 51 tons in August, which is consistent with the performance of gold prices. This is also the fourth consecutive month of gold ETFs outflows.</p><p><img src=\"https://static.tigerbbs.com/91085dcbf94672dadd6ad1d385fbd9ec\" tg-width=\"800\" tg-height=\"515\" referrerpolicy=\"no-referrer\"/></p><p>According to the analysis of the World Gold Council, this performance comes against the background of rising yields and a strengthening of the US dollar. The reason behind it is precisely because the Federal Reserve has reiterated its commitment to further tighten monetary policy.</p><p><b>Allocation on dips may be a good strategy</b></p><p>On the evening of September 8, Beijing time, the European Central Bank held a monetary policy meeting and announced that it would raise the three key interest rates by 75 basis points. The adjusted interest rates will take effect on September 14. The European Central Bank said that the current inflation rate is still too high and further rate hike is expected to curb inflation.</p><p>In this regard, Huatai Futures' research report stated that although the European Central Bank's rate hike as scheduled and the hawkish attitude of Federal Reserve officials has not changed, it can be seen from the actions of well-known funds such as Bridgewater to increase their holdings of gold ETFs. There is still demand for the allocation of gold assets, and gold can be appropriately allocated on dips.</p><p>Statistics from the World Gold Council show that two-thirds of the cumulative inflows of gold ETFs between January and April this year have been offset by recent outflows. Despite this, the World Gold Council still believes that gold trading volume is expected to rebound in September.</p><p>\"In August, the trading volume of gold fell to $109 billion per day, well below the July level ($149 billion) and the monthly average in the second quarter ($126 billion). As market activity picks up, we will continue to pay attention to futures positions and ETF flows.\" The World Gold Council said that these two indicators are key indicators for watching gold market sentiment. They also predict that with the influence of seasonal factors, consumer demand will increase, which may also increase the trading level of gold.</p><p><a href=\"https://laohu8.com/S/600016\">Minsheng Bank</a>Tang Xiangbin, an analyst at the Financial Market Department, believes that in the short term, the international gold price is still suppressed by the strength of the US dollar. At present, the international gold price is still in a state of bottom shock and is expected to gradually rebound after the fourth quarter. \"It is expected that before the Federal Reserve's September interest rate meeting, the international gold price will still fluctuate in the bottom range of US $1,680 to US $1,740 per ounce. After the boots of the September interest rate meeting landed, it is expected that the international gold price will rebound. It is recommended that the international gold price will enter the market when it comes to pressure and falls back below $1,720.\"</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>There is another \"gold sweeping fever\"! \"Golden and difficult summer\", the giants have taken action one after another!</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\">\nThere is another \"gold sweeping fever\"! \"Golden and difficult summer\", the giants have taken action one after another!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-09-11 10:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>What does the move of foreign giants mean? According to industry analysts, the pessimistic expectations of the current gold market are being fully priced by the market, and gold may usher in a window of bottoming out and rebounding in the future. Although the continued strength of the US dollar has put a lot of pressure on gold, foreign giants who prefer to go against the trend have begun to take action and significantly increase their positions in gold ETFs.</p><p>According to the latest semi-annual report of the fund, the private equity products of Bridgewater, the world's largest hedge fund, appeared in the list of the top ten holders of several gold ETFs. According to the data, as of the end of June this year, Bridgewater (China) Investment Management Co., Ltd. held a total of 214 million shares of Bosera Gold ETF, Huaan Gold Easy ETF and E Fund Gold ETF, with a market value of 814 million yuan.</p><p>What does the move of foreign giants mean? According to industry analysts, the pessimistic expectations of the current gold market are being fully priced by the market, and gold may usher in a window of bottoming out and rebounding in the future.</p><p><b>Major institutions are buying gold one after another</b></p><p>The semi-annual report of Bosera Gold ETF shows that as of the end of the first half of the year, Bridgewater All-Weather Enhanced China Private Securities Investment Fund No. 3, Bridgewater All-Weather Enhanced China Private Securities Investment Fund No. 1 and Bridgewater All-Weather Enhanced China Private Securities Investment Fund No. 2 held 46.6248 million shares, 9.2942 million shares and 8.7106 million shares of the fund respectively, ranking their second, fifth and sixth largest holders.<img src=\"https://static.tigerbbs.com/d84e9ebb320e0c5cf942975e5d8f6409\" tg-width=\"800\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/></p><p>The above three funds of Bridgewater China also appeared in the list of the top ten holders of Huaan Gold Easy ETF and E Fund Gold ETF.</p><p><img src=\"https://static.tigerbbs.com/d923e513e32f394e52f117fd17238ef7\" tg-width=\"800\" tg-height=\"377\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/f132a9df386c1583a50ba16302ccabe1\" tg-width=\"800\" tg-height=\"402\" referrerpolicy=\"no-referrer\"/></p><p>In fact, in addition to Bridgewater Fund, many domestic and foreign institutions are also \"sweeping\" gold ETFs.<a href=\"https://laohu8.com/S/BCS\">Barclays Bank</a>At the same time, it appeared in Bosera Gold ETF and Huaan Gold Easy ETF, holding 4.4452 million shares and 21.1 million shares of these two ETFs respectively.</p><p>Furthermore,<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>、<a href=\"https://laohu8.com/S/000776\">GF Securities</a>、<a href=\"https://laohu8.com/S/601688\">Huatai Securities</a>He Guosheng Securities appeared in Bosera Gold ETF at the same time, holding a total of 25.67 million shares; Xingquan Preferred Enterprising Three-month Holding Period Hybrid Fund of Funds and Huashang Jiayue Steady Pension Target One-year Holding Period Hybrid Sponsored Fund of Funds (FOF) are the ninth and tenth largest holders of Huaan Gold Easy ETF.</p><p>Public information shows that since the beginning of this year, the above three gold ETFs have all achieved positive returns. Especially during the first quarter, with the volatility of the global stock market and commodity market, the safe-haven function of gold became prominent, and gold ETFs also achieved good returns.</p><p><b>Gold prices fall into short-term downturn</b></p><p>It is worth noting that in the context of continued rise in inflation, European and American central banks generally adopt more aggressive monetary policies to respond.</p><p>After the Federal Reserve's interest rate meeting in June this year saw a sharp rate hike of 75 basis points, setting the largest single rate hike in the past 30 years, the dot plot showed that the subsequent rate hike path was more radical. Superimposed on the Fed's official shrinking balance sheet in June, the real interest rate in the United States rebounded sharply in the second quarter, causing international gold prices to continue to weaken under pressure in the second quarter.</p><p>In this regard, the World Gold Council used \"a difficult summer for gold\" to describe the performance of gold prices in the past month. Statistics from the World Gold Council show that as of August, gold prices fell month-on-month, falling 2% to US $1,715.9 per ounce, marking the fifth consecutive month of decline. The rebound that began in mid-July lost momentum again in mid-August after failing to break through the resistance level of $1,800/oz.</p><p>The data also shows that from the perspective of overall positions, global gold ETFs flowed out of 51 tons in August, which is consistent with the performance of gold prices. This is also the fourth consecutive month of gold ETFs outflows.</p><p><img src=\"https://static.tigerbbs.com/91085dcbf94672dadd6ad1d385fbd9ec\" tg-width=\"800\" tg-height=\"515\" referrerpolicy=\"no-referrer\"/></p><p>According to the analysis of the World Gold Council, this performance comes against the background of rising yields and a strengthening of the US dollar. The reason behind it is precisely because the Federal Reserve has reiterated its commitment to further tighten monetary policy.</p><p><b>Allocation on dips may be a good strategy</b></p><p>On the evening of September 8, Beijing time, the European Central Bank held a monetary policy meeting and announced that it would raise the three key interest rates by 75 basis points. The adjusted interest rates will take effect on September 14. The European Central Bank said that the current inflation rate is still too high and further rate hike is expected to curb inflation.</p><p>In this regard, Huatai Futures' research report stated that although the European Central Bank's rate hike as scheduled and the hawkish attitude of Federal Reserve officials has not changed, it can be seen from the actions of well-known funds such as Bridgewater to increase their holdings of gold ETFs. There is still demand for the allocation of gold assets, and gold can be appropriately allocated on dips.</p><p>Statistics from the World Gold Council show that two-thirds of the cumulative inflows of gold ETFs between January and April this year have been offset by recent outflows. Despite this, the World Gold Council still believes that gold trading volume is expected to rebound in September.</p><p>\"In August, the trading volume of gold fell to $109 billion per day, well below the July level ($149 billion) and the monthly average in the second quarter ($126 billion). As market activity picks up, we will continue to pay attention to futures positions and ETF flows.\" The World Gold Council said that these two indicators are key indicators for watching gold market sentiment. They also predict that with the influence of seasonal factors, consumer demand will increase, which may also increase the trading level of gold.</p><p><a href=\"https://laohu8.com/S/600016\">Minsheng Bank</a>Tang Xiangbin, an analyst at the Financial Market Department, believes that in the short term, the international gold price is still suppressed by the strength of the US dollar. At present, the international gold price is still in a state of bottom shock and is expected to gradually rebound after the fourth quarter. \"It is expected that before the Federal Reserve's September interest rate meeting, the international gold price will still fluctuate in the bottom range of US $1,680 to US $1,740 per ounce. After the boots of the September interest rate meeting landed, it is expected that the international gold price will rebound. It is recommended that the international gold price will enter the market when it comes to pressure and falls back below $1,720.\"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3670050\">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/4be30a3c11bd91e9d1f864c6a098fab1","relate_stocks":{"159831":"黄金","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"},"source_url":"https://wallstreetcn.com/articles/3670050","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156732473","content_text":"外资巨头的出手意味着什么？在业内分析人士看来，当前黄金市场的悲观预期正被市场充分计价，黄金或在未来迎来探底回升的窗口。尽管美元的持续走强给黄金带来不小压力，但更喜欢逆势布局的外资巨头们，却已开始出手，大幅加仓黄金ETF。根据最新披露的基金半年报，全球最大对冲基金桥水旗下私募产品现身多只黄金ETF的前十大持有人名单。数据显示，截至今年6月底，桥水（中国）投资管理有限公司持有博时黄金ETF、华安黄金易ETF和易方达黄金ETF合计2.14亿份，持有市值达8.14亿元。外资巨头的出手意味着什么？在业内分析人士看来，当前黄金市场的悲观预期正被市场充分计价，黄金或在未来迎来探底回升的窗口。各大机构纷纷出手购金博时黄金ETF半年报显示，截至上半年末，桥水全天候增强型中国私募证券投资基金三号、桥水全天候增强型中国私募证券投资基金一号和桥水全天候增强型中国私募证券投资基金二号分别持有该基金4662.48万份、929.42万份和871.06万份，分列其第二、第五和第六大持有人。桥水中国的上述3只基金也出现在华安黄金易ETF和易方达黄金ETF的十大持有人名单中。实际上，除了桥水基金，多家内外资机构也在“扫货”黄金ETF。巴克莱银行同时现身博时黄金ETF和华安黄金易ETF，对这两只ETF的持有份额分别为444.52万份和2110万份。此外，中信证券、广发证券、华泰证券和国盛证券同时现身博时黄金ETF，合计持有2567万份；兴全优选进取三个月持有期混合型基金中基金和华商嘉悦稳健养老目标一年持有期混合型发起式基金中基金(FOF)则分列华安黄金易ETF第九和第十大持有人。公开资料显示，今年以来，上述3只黄金ETF均取得正收益。尤其是第一季度期间，伴随着全球股市及商品市场的震荡，黄金的避险功能凸显，黄金ETF也因此获得不错的收益。金价短期陷入低迷值得关注的是，在通胀持续走高的背景下，欧美央行普遍采取更为激进的货币政策来应对。今年6月美联储议息会议大幅加息 75个基点，创下近30年以来最大幅度的单次加息后，点阵图显示后续加息路径较为激进，叠加美联储6月正式开启缩表，美国实际利率在二季度出现大幅回升，导致国际金价二季度持续承压走弱。对此，世界黄金协会用“黄金艰难的夏天”来形容刚刚过去的这1个月的金价表现。来自世界黄金协会的统计显示，截至8月，金价环比走低，下跌2%至1715.9美元/盎司，已是连续第5个月下跌。而自7月中旬开始的反弹在未能突破1800美元/盎司的阻力位后，在8月中旬再度失去动力。数据同时显示，从整体持仓看，8月全球黄金ETF流出51吨，与金价表现相一致，这也是黄金ETF连续第4个月出现外流。世界黄金协会分析认为，这一表现是在收益率持续上升和美元走强的背景下出现的，背后原因正是因为美联储重申了其进一步收紧货币政策的承诺。逢低配置或是良策北京时间9月8日晚，欧洲央行召开货币政策会议，宣布将三大关键利率上调75个基点，调整后的利率将于9月14日生效。欧洲央行表示，当前通胀率仍过高，预计后续将进一步加息以抑制通胀。对此，华泰期货的研报称，虽然欧洲央行如期加息，美联储官员的鹰派态度也不曾改变，但从桥水等知名基金大举增持黄金ETF的动作可以看出，目前机构对于黄金资产的配置仍存需求，黄金可适当逢低多配。世界黄金协会的统计显示，今年1至4月份之间黄金ETF累计流入量的三分之二已被近期的流出相抵消。尽管如此，世界黄金协会仍认为，黄金交易量有望在9月份出现回升。“在8月，黄金的交易量降至每天1090亿美元，远低于7月份的水平（1490亿美元）和第二季度的月均值（1260亿美元）。随着市场活动的回升，我们将继续关注期货头寸和ETF流量。”世界黄金协会表示，这两个指标是观察黄金市场情绪的关键指标。他们也预计，随着季节性因素的影响，将导致消费者需求增加，也可能使得黄金的交易水平提升。民生银行金融市场部分析师汤湘滨认为，短期看国际金价依然受美元强势的压制，目前国际金价还处于底部震荡状态，四季度后有望逐步反弹。“预计在美联储9月议息会议前，国际金价仍会在每盎司1680美元至1740美元这一底部区间震荡。而在9月议息会议靴子落地后，预计国际金价将转向反弹，建议在国际金价承压回落至1720美元下方时入场。”","news_type":1,"symbols_score_info":{"159831":0.9,"159934":0.9,"518880":0.9,"IAU":0.9,"NUGT":0.9,"GCmain":0.9,"SGCmain":0.9,"MGCmain":0.9,"GDX":0.9,"SGUmain":0.9,"DUST":0.9,"GLD":0.9}},"isVote":1,"tweetType":1,"viewCount":388,"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":"us","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 people from CMS said that MG-K10 will enrich the company's global differentiated innovation pipeline in the field of skin disease treatment, and is 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 people from CMS said that MG-K10 will enrich the company's global differentiated innovation pipeline in the field of skin disease treatment, and is 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":{"SG9999015978.USD":"利安颠覆性创新基金A","00867":"康哲药业","MG":"Mistras Group","IE00B66KJ199.SGD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","BK4588":"碎股","YINN":"三倍做多富时中国ETF-Direxion","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE00BYV24P56.USD":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) ACC","BK1191":"制药","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK1593":"医美概念股","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","BK4585":"ETF&股票定投概念","BK4123":"调查和咨询服务","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD"},"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":{"YINN":1,"00867":1,"MG":1}},"isVote":1,"tweetType":1,"viewCount":1628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}