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2022-12-25

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@中国基金报:中基優選私募基金50指數，最新週報

2022-08-15

$星展集团控股(D05.SI)$..

2022-08-14

$星展集团控股(D05.SI)$..

2021-07-19

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Analysts who foresaw last year's crash: Volatility surge is imminent, U.S. stocks may plummet

2021-07-15

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IBM announces it will acquire Bluetab, expand data and hybrid cloud consulting services

2021-07-15

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UAE Energy Ministry Clarifies: No Agreement on Crude Oil Supply

2021-07-15

good

Heavy! BlackRock releases four major themes for investing in the second half of the year

2021-07-12

up up

Opening: Hang Seng Index Opens Up 1.2%! Youquhui Holdings rose more than 3% for the first time

2021-07-10

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2021-07-10

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href=\"https://ttm.financial/S/D05.SI\">$星展集团控股(D05.SI)$</a>..","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$星展集团控股(D05.SI)$</a>..","text":"$星展集团控股(D05.SI)$..","images":[{"img":"https://community-static.tradeup.com/news/82ad39e4a48dd64f7d1cfcd07579b300","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999896595","isVote":1,"tweetType":1,"viewCount":3039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9999043792,"gmtCreate":1660443525018,"gmtModify":1676533471376,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087795059791090","authorIdStr":"4087795059791090"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$星展集团控股(D05.SI)$</a>..","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$星展集团控股(D05.SI)$</a>..","text":"$星展集团控股(D05.SI)$..","images":[{"img":"https://community-static.tradeup.com/news/82ad39e4a48dd64f7d1cfcd07579b300","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999043792","isVote":1,"tweetType":1,"viewCount":3061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":171016835,"gmtCreate":1626695585027,"gmtModify":1703763478484,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087795059791090","authorIdStr":"4087795059791090"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171016835","repostId":"1104379742","repostType":4,"repost":{"id":"1104379742","kind":"news","pubTimestamp":1626693665,"share":"https://ttm.financial/m/news/1104379742?lang=en_US&edition=fundamental","pubTime":"2021-07-19 19:21","market":"us","language":"zh","title":"Analysts who foresaw last year's crash: Volatility surge is imminent, U.S. stocks may plummet","url":"https://stock-news.laohu8.com/highlight/detail?id=1104379742","media":" 腾讯美股","summary":"一说起美股是否可能在近期大跌的问题，许多人的第一反应都是去查证各种股票估值，或者是投资者情绪的相关指标。这种做法当然是非常容易理解的，因为无论是估值还是市场情绪，在预测后市方面的确都颇为灵验，而众所周","content":"<p>When it comes to whether U.S. stocks may plunge in the near future, many people's first reaction is to check various stock valuations or related indicators of investor sentiment. This approach is of course very easy to understand, because both valuation and market sentiment are indeed quite effective in predicting the market outlook. As we all know, the current valuation of U.S. stocks remains high, and investors' sentiment is highly optimistic, which has been quite some time.</p><p>However, Sven Henrich took a different approach, choosing to cut from a third angle-he chose volatility.</p><p>Henrich, a widely regarded technical analyst and founder of NorthmanTrader.com, explained in a research report released last week that he expects the U.S. stock market to see a sharp surge in volatility in the coming months for a series of reasons.</p><p>Henrich found that the Chicago Board Options Exchange Volatility Index (VIX) has entered a surge mode. The volatility index is also known as the \"fear indicator\", and its direction is often exactly the opposite of the S&P 500 index. One of the most typical examples comes from February 2020. On the eve of the epidemic raging and the lockdown of the United States, which led to a selling storm in the stock market, the \"fear indicator\" once soared.</p><p>Henrich found that the historical performance of the volatility index in the past four years can be divided into several wedge-shaped trend intervals, and whenever the range narrows, the volatility will soar. This pattern has been fully proved by the history of recent years.</p><p><img src=\"https://static.tigerbbs.com/fa0b62d9af5c9e6b7aede5d53284b946\" tg-width=\"641\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Henrich pointed out in the research report that the performance of volatility indicators in various parts of other markets also shows a similar trend. These locals include small-cap stocks and technology stocks, among others. The details of the two are shown in the following two charts, with the upper half of the chart showing the price trend and the lower half showing the volatility trend.</p><p>Small Cap Stocks:</p><p><img src=\"https://static.tigerbbs.com/8bd4c50f84c759383d055401a38edc6a\" tg-width=\"641\" tg-height=\"522\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Technology Stocks:</p><p><img src=\"https://static.tigerbbs.com/904c85aaa516964fdf111857e87d1002\" tg-width=\"641\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Henrich gave an accurate warning on the eve of last year's US stock market crash. This time, his judgment was that the volatility surge covering the whole US stock market would come within this year or early next year, but he also admitted that it was very difficult to judge the exact time point, and the development of the situation depends on a key catalyst.</p><p>\"It may take months for the whole situation to fully unfold, but the message sent by all these patterns is completely the same: a surge in volatility is coming, and in this market that continues to appear to have only one way forward, every low will be desperately seized by investors as a buying opportunity, which can only further disconnect the market from historical trends.\"</p><p>\"If we have learned anything in the last year, it is this: the extreme can get even more extreme. The situation has developed to the point where it is today, and the reaction to the decline may be more violent than anyone can imagine.\" He continued to explain. \"No one can tell us exactly when the top will arrive, but the macro picture of the whole market is indeed increasingly bubbly, and the foundation beneath the surface is getting weaker and weaker.\"</p><p>In terms of so-called weakness, Henrich pointed out that the simplest fact is that although the S&P 500 index is constantly hitting new highs, its market width and relative strength are actually deteriorating.</p><p><img src=\"https://static.tigerbbs.com/8e9372f8649fdd97edd91ac7718e4d1f\" tg-width=\"569\" tg-height=\"526\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Henrich didn't make it particularly clear how much U.S. stocks should fall in his opinion, but he did compare the current situation with 1998, thinking that the two are highly similar, and in 1998, U.S. stocks fell 20% in the sell-off. Henrich said that although the 20% decline has met the definition of the so-called \"bear market\", in fact, it is \"healthy\" for the broader market, and by then, buying opportunities will appear.</p><p>With the continuous upward trend of major mainstream indexes, the readings of various indicators have reached the only point in history. However, Henrich took a different approach, starting from a purely technical point of view, and drew a credible conclusion that the stock market needs to be reset.</p><p>In fact, some observers on Wall Street believe that the possibility of a 20% decline becoming a reality is completely existent. Although some strategists believe that there is still room for further rise in U.S. stocks, two heavyweights in the industry, Savita Subramanian of Bank of America and Barry Bannister of Stilford, have set a year-end target point of 3,800 points for the S&P 500 index. Compared with the current actual point of about 4,350 points, it means that by the end of the year, there will be a consolidation with a decline of more than 12%.</p><p>David Kostin, chief US stock strategist of Goldman Sachs, also pointed out in a recent research report that if the 10-year Treasury Bond yield, a bond market index, soars rapidly from the current 1.3% to 2.5%, US stocks are expected to fall by 18%.</p><p>Inflation has now exceeded expectations for three consecutive months and is continuing to rise, surprising everyone, and in this case bond investors can actually start demanding higher yields. Higher bond yields mean that bonds become more attractive relative to stocks, eventually leading investors to abandon high-risk stocks and turn to zero-risk assets.</p><p>Other threats to the U.S. stock market should not be underestimated. For example, the Delta variant of the new coronavirus is spreading rapidly in the United States, and it is entirely possible that the government will be forced to take further lockdowns. Also, if the economy really overheats, the Fed may also decide to start scaling back their bond purchases earlier than expected, reducing the liquidity that continues to flow into the economy and financial system.</p><p>Of course, in any case, at least the market so far this year, still makes the Bears look rather stupid. In the coming period, it is entirely possible that the cattle faction backed by the Federal Reserve will continue to have a happy life for a while. However, with the increasingly extreme situation of various indicators, there is actually no reason for investors to be surprised when the market really plummets at some time in the future.</p>","source":"txmg","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>Analysts who foresaw last year's crash: Volatility surge is imminent, U.S. stocks may plummet</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\">\nAnalysts who foresaw last year's crash: Volatility surge is imminent, U.S. stocks may plummet\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\"> 腾讯美股</strong><span class=\"h-time small\">2021-07-19 19:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>When it comes to whether U.S. stocks may plunge in the near future, many people's first reaction is to check various stock valuations or related indicators of investor sentiment. This approach is of course very easy to understand, because both valuation and market sentiment are indeed quite effective in predicting the market outlook. As we all know, the current valuation of U.S. stocks remains high, and investors' sentiment is highly optimistic, which has been quite some time.</p><p>However, Sven Henrich took a different approach, choosing to cut from a third angle-he chose volatility.</p><p>Henrich, a widely regarded technical analyst and founder of NorthmanTrader.com, explained in a research report released last week that he expects the U.S. stock market to see a sharp surge in volatility in the coming months for a series of reasons.</p><p>Henrich found that the Chicago Board Options Exchange Volatility Index (VIX) has entered a surge mode. The volatility index is also known as the \"fear indicator\", and its direction is often exactly the opposite of the S&P 500 index. One of the most typical examples comes from February 2020. On the eve of the epidemic raging and the lockdown of the United States, which led to a selling storm in the stock market, the \"fear indicator\" once soared.</p><p>Henrich found that the historical performance of the volatility index in the past four years can be divided into several wedge-shaped trend intervals, and whenever the range narrows, the volatility will soar. This pattern has been fully proved by the history of recent years.</p><p><img src=\"https://static.tigerbbs.com/fa0b62d9af5c9e6b7aede5d53284b946\" tg-width=\"641\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Henrich pointed out in the research report that the performance of volatility indicators in various parts of other markets also shows a similar trend. These locals include small-cap stocks and technology stocks, among others. The details of the two are shown in the following two charts, with the upper half of the chart showing the price trend and the lower half showing the volatility trend.</p><p>Small Cap Stocks:</p><p><img src=\"https://static.tigerbbs.com/8bd4c50f84c759383d055401a38edc6a\" tg-width=\"641\" tg-height=\"522\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Technology Stocks:</p><p><img src=\"https://static.tigerbbs.com/904c85aaa516964fdf111857e87d1002\" tg-width=\"641\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Henrich gave an accurate warning on the eve of last year's US stock market crash. This time, his judgment was that the volatility surge covering the whole US stock market would come within this year or early next year, but he also admitted that it was very difficult to judge the exact time point, and the development of the situation depends on a key catalyst.</p><p>\"It may take months for the whole situation to fully unfold, but the message sent by all these patterns is completely the same: a surge in volatility is coming, and in this market that continues to appear to have only one way forward, every low will be desperately seized by investors as a buying opportunity, which can only further disconnect the market from historical trends.\"</p><p>\"If we have learned anything in the last year, it is this: the extreme can get even more extreme. The situation has developed to the point where it is today, and the reaction to the decline may be more violent than anyone can imagine.\" He continued to explain. \"No one can tell us exactly when the top will arrive, but the macro picture of the whole market is indeed increasingly bubbly, and the foundation beneath the surface is getting weaker and weaker.\"</p><p>In terms of so-called weakness, Henrich pointed out that the simplest fact is that although the S&P 500 index is constantly hitting new highs, its market width and relative strength are actually deteriorating.</p><p><img src=\"https://static.tigerbbs.com/8e9372f8649fdd97edd91ac7718e4d1f\" tg-width=\"569\" tg-height=\"526\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Henrich didn't make it particularly clear how much U.S. stocks should fall in his opinion, but he did compare the current situation with 1998, thinking that the two are highly similar, and in 1998, U.S. stocks fell 20% in the sell-off. Henrich said that although the 20% decline has met the definition of the so-called \"bear market\", in fact, it is \"healthy\" for the broader market, and by then, buying opportunities will appear.</p><p>With the continuous upward trend of major mainstream indexes, the readings of various indicators have reached the only point in history. However, Henrich took a different approach, starting from a purely technical point of view, and drew a credible conclusion that the stock market needs to be reset.</p><p>In fact, some observers on Wall Street believe that the possibility of a 20% decline becoming a reality is completely existent. Although some strategists believe that there is still room for further rise in U.S. stocks, two heavyweights in the industry, Savita Subramanian of Bank of America and Barry Bannister of Stilford, have set a year-end target point of 3,800 points for the S&P 500 index. Compared with the current actual point of about 4,350 points, it means that by the end of the year, there will be a consolidation with a decline of more than 12%.</p><p>David Kostin, chief US stock strategist of Goldman Sachs, also pointed out in a recent research report that if the 10-year Treasury Bond yield, a bond market index, soars rapidly from the current 1.3% to 2.5%, US stocks are expected to fall by 18%.</p><p>Inflation has now exceeded expectations for three consecutive months and is continuing to rise, surprising everyone, and in this case bond investors can actually start demanding higher yields. Higher bond yields mean that bonds become more attractive relative to stocks, eventually leading investors to abandon high-risk stocks and turn to zero-risk assets.</p><p>Other threats to the U.S. stock market should not be underestimated. For example, the Delta variant of the new coronavirus is spreading rapidly in the United States, and it is entirely possible that the government will be forced to take further lockdowns. Also, if the economy really overheats, the Fed may also decide to start scaling back their bond purchases earlier than expected, reducing the liquidity that continues to flow into the economy and financial system.</p><p>Of course, in any case, at least the market so far this year, still makes the Bears look rather stupid. In the coming period, it is entirely possible that the cattle faction backed by the Federal Reserve will continue to have a happy life for a while. However, with the increasingly extreme situation of various indicators, there is actually no reason for investors to be surprised when the market really plummets at some time in the future.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/Cfko28qeZW8DRsNdfM-T7A\"> 腾讯美股</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/Cfko28qeZW8DRsNdfM-T7A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104379742","content_text":"一说起美股是否可能在近期大跌的问题，许多人的第一反应都是去查证各种股票估值，或者是投资者情绪的相关指标。这种做法当然是非常容易理解的，因为无论是估值还是市场情绪，在预测后市方面的确都颇为灵验，而众所周知，当下美股的估值居高不下，而投资者情绪高度乐观，都已经有相当的时间了。\n不过，亨里奇（Sven Henrich）却别辟蹊径，选择了从第三个角度去切入——他选择的，是波动率。\n亨里奇是一位广受推崇的技术分析专家，也是NorthmanTrader.com的创始人，他在上周发布的一份研究报告当中解释说，自己预计由于一系列原因，美股市场将在未来几个月迎来波动率的一波急剧窜升。\n亨里奇发现，芝加哥期权交易所波动率指数（VIX）已经进入了大涨的模式。波动率指数又被人称作是“恐惧指标”，其走向往往是和标普500指数恰好相反的。最典型的例子之一，就来自2020年的2月，在疫情肆虐，美国开启封锁，导致股市上演抛售风暴的前夜，“恐惧指标”就曾经飙涨。\n亨里奇发现，过去四年的波动率指数历史表现，可以分为若干个楔形趋势区间，每当区间缩窄，波动率就将暴增，这一模式已经被近几年的历史充分证明了。\n\n亨里奇在研究报告当中指出，其他市场各个局部的波动率指标表现，也都呈现出类似的趋势。这些局部包括小型股票和科技股票等。两者的具体情况分别如下面两图所示，图的上半部为价格走势，而下半部为波动率走势。\n小型股票：\n\n科技股票：\n\n亨里奇在去年的美股崩盘前夕就曾经准确地发出预警，他这一次的判断是，覆盖整个美股大盘的波动率猛增将在今年年内或者明年年初到来，只是他也承认，想要判断出准确的时间点是非常困难的，局面的发展还要依靠一种关键的催化剂。\n“整个局面完全展开，可能需要数月之久的时间，但是所有这些模式所发出的信息却是完全一致的：波动率的猛增即将到来，而在这个持续表现得似乎只有上涨一个前进方向的市场上，每一个低点都会被投资者拼命抓住，当作买进的机会，而这只能使得市场和历史趋势进一步脱节。”\n“如果说我们去年当中曾经学到了什么东西的话，那么就是这一点：极端完全可以变得更加极端。当局面已经发展到今天的这个地步，人们对下跌的反应，其程度之剧烈完全可能超出所有人的想象。”他继续解释道，“没有谁能够准确告诉我们，顶部到底何时到来，但是整个市场的宏观画面确实是日益泡沫化，表面之下的基础正变得越来越虚弱。”\n就所谓虚弱，亨里奇指出，一个最简单的事实就是，虽然标普500指数正在不断创下新高，但是其市场宽度和相对强弱情况，其实都在恶化。\n\n亨里奇并没有特别明确地说出，在他看来，美股到底该下跌多少才合适，但是他确实将现在的情况和1998年进行了比较，认为两者高度相似，而1998年的那次，美股是在抛售中下跌了20%。亨里奇表示，虽然20%的跌势，已经符合了所谓“熊市”的定义，但是实际上，对于大盘而言，这却是“健康”的，而且到那时候，买进机会就会出现。\n伴随各大主流指数持续上行，多种指标的读数都达到了史上仅见的地步，亨里奇却别辟蹊径，从纯技术角度着手，得出了股市需要一次重置的可信结论。\n其实，华尔街上也有一些观察家认为，20%跌幅成为现实的可能性是完全存在的。虽然一部分策略师认为美股还有进一步上涨的空间，但是业界的两名重量级人物，美国银行的萨布拉玛尼安（Savita Subramanian）和史迪福的班尼斯特（Barry Bannister）为标普500指数确定的年底目标点位却都是3800点，与目前大约4350点的实际点位相比，意味着到年底前，将上演跌幅超过12%的盘整。\n高盛首席美股策略师柯斯汀（David Kostin）最近也在一份研究报告当中指出，如果债市指标十年期国债收益率从目前的1.3%迅速窜升到2.5%，则美股预计将下跌18%。\n通货膨胀率目前已经连续三个月超过预期了，而且还在持续上行，不断让所有人感到吃惊，而在这种情况下，债券投资者其实已经可以开始要求更高的收益率了。债券收益率变得更高，也就意味着债券相对于股票的魅力就会变得越大，最终导致投资者放弃高风险的股票，转向这些零风险的资产。\n美股市场所面临的其他威胁也不容小觑。比如说，新冠病毒的Delta变种正在美国迅速蔓延，完全可能导致政府被迫采取进一步的封锁措施。还有，如果经济真的呈现出过热的态势，联储也可能做出决定，在比预期更早的时间就开始缩减他们的购债力度，使得持续流入经济和金融系统的流动性减少。\n当然，无论如何，至少今年迄今为止的行情，依然使得熊派看上去颇为愚蠢。未来一段时间内，背靠联储后盾的牛派也完全可能继续快活一段日子。只不过，伴随各种指标的情况日益极端，当市场真的在未来某一时间大跌，投资者其实也没有任何理由感到吃惊。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147187668,"gmtCreate":1626342072854,"gmtModify":1703758258545,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087795059791090","authorIdStr":"4087795059791090"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147187668","repostId":"2151287955","repostType":4,"repost":{"id":"2151287955","kind":"news","pubTimestamp":1626340266,"share":"https://ttm.financial/m/news/2151287955?lang=en_US&edition=fundamental","pubTime":"2021-07-15 17:11","market":"us","language":"zh","title":"IBM announces it will acquire Bluetab, expand data and hybrid cloud consulting services","url":"https://stock-news.laohu8.com/highlight/detail?id=2151287955","media":"TechWeb ","summary":"7月15日消息，据国外媒体报道，今日，IBM宣布，它将收购企业软件和服务公司Bluetab Solutions Group, S.L.（以下简称Bluetab），以在欧洲和拉丁美洲扩展数据和混合云咨询","content":"<p>July 15th news, according to foreign media reports, today,<a href=\"https://laohu8.com/S/IBM\">IBM</a>announced that it will acquire Bluetab Solutions Group, S.L. (hereinafter referred to as Bluetab), an enterprise software and services company, to expand data and hybrid cloud consulting services in Europe and Latin America.<img src=\"https://static.tigerbbs.com/95bcc307b17cd1bbda104fd4d7c6a2c5\" tg-width=\"474\" tg-height=\"336\" referrerpolicy=\"no-referrer\">With the acquisition of Bluetab, IBM aims to further its hybrid cloud and artificial intelligence (AI) strategy in Europe, Latin America, and North America. IBM said the deal is expected to close in the third quarter of 2021.</p><p>Founded in 2005 and headquartered in Madrid, Bluetab is an enterprise software and services company that has offices in the UK, Mexico and Spain and offers products designed to help businesses adopt hybrid multi-cloud data platforms.</p><p>IBM is a hybrid cloud and AI and business services provider. In the last 10 years, the company has undergone a massive restructuring, where it has divested its old business units and moved into the fields of consulting, cloud computing, artificial intelligence and quantum computing.</p>","source":"Techweb","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>IBM announces it will acquire Bluetab, expand data and hybrid cloud consulting services</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\">\nIBM announces it will acquire Bluetab, expand data and hybrid cloud consulting services\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TechWeb </strong><span class=\"h-time small\">2021-07-15 17:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>July 15th news, according to foreign media reports, today,<a href=\"https://laohu8.com/S/IBM\">IBM</a>announced that it will acquire Bluetab Solutions Group, S.L. (hereinafter referred to as Bluetab), an enterprise software and services company, to expand data and hybrid cloud consulting services in Europe and Latin America.<img src=\"https://static.tigerbbs.com/95bcc307b17cd1bbda104fd4d7c6a2c5\" tg-width=\"474\" tg-height=\"336\" referrerpolicy=\"no-referrer\">With the acquisition of Bluetab, IBM aims to further its hybrid cloud and artificial intelligence (AI) strategy in Europe, Latin America, and North America. IBM said the deal is expected to close in the third quarter of 2021.</p><p>Founded in 2005 and headquartered in Madrid, Bluetab is an enterprise software and services company that has offices in the UK, Mexico and Spain and offers products designed to help businesses adopt hybrid multi-cloud data platforms.</p><p>IBM is a hybrid cloud and AI and business services provider. In the last 10 years, the company has undergone a massive restructuring, where it has divested its old business units and moved into the fields of consulting, cloud computing, artificial intelligence and quantum computing.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021071516421277532d2a&s=b\">TechWeb </a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/95bcc307b17cd1bbda104fd4d7c6a2c5","relate_stocks":{"IBM":"IBM"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021071516421277532d2a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151287955","content_text":"7月15日消息，据国外媒体报道，今日，IBM宣布，它将收购企业软件和服务公司Bluetab Solutions Group, S.L.（以下简称Bluetab），以在欧洲和拉丁美洲扩展数据和混合云咨询服务。通过收购Bluetab，IBM的目标是在欧洲、拉丁美洲和北美进一步推进其混合云和人工智能（AI）战略。IBM表示，这笔交易预计将于2021年第三季度完成。\nBluetab成立于2005年，总部位于马德里，是一家企业软件和服务公司，该公司在英国、墨西哥和西班牙设有办事处，提供旨在帮助企业采用混合多云数据平台的产品。\nIBM是混合云和人工智能及商业服务提供商。在过去10年里，该公司进行了大规模重组，它剥离了旧的业务部门，进入咨询、云计算、人工智能和量子计算领域。","news_type":1,"symbols_score_info":{"IBM":0.9}},"isVote":1,"tweetType":1,"viewCount":3899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144213070,"gmtCreate":1626299585590,"gmtModify":1703757243042,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087795059791090","authorIdStr":"4087795059791090"},"themes":[],"htmlText":"....","listText":"....","text":"....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144213070","repostId":"1167329024","repostType":4,"repost":{"id":"1167329024","kind":"news","pubTimestamp":1626273220,"share":"https://ttm.financial/m/news/1167329024?lang=en_US&edition=fundamental","pubTime":"2021-07-14 22:33","market":"us","language":"zh","title":"UAE Energy Ministry Clarifies: No Agreement on Crude Oil Supply","url":"https://stock-news.laohu8.com/highlight/detail?id=1167329024","media":"金十数据","summary":"欧佩克+消息人士透露，沙特和阿联酋就石油生产协议达成妥协，阿联酋能源部又澄清。\n周三晚间19:00左右，据欧佩克+消息人士透露，沙特和阿联酋就石油生产协议达成妥协，意味着欧佩克+协议将延长到2022年","content":"<p>OPEC + sources revealed that Saudi Arabia and the UAE reached a compromise on an oil production agreement, and the UAE Ministry of Energy clarified.</p><p>Around 19:00 on Wednesday evening, according to OPEC + sources, Saudi Arabia and the UAE reached a compromise on an oil production deal,<b>Means OPEC + agreement will be extended until the end of 2022</b>。 In future production agreements,<b>The UAE's baseline oil production will be raised to 3.65 million bpd, up from the current level of about 3.16 million bpd</b>。</p><p>After the news, the prices of the two oils rebounded after falling. The futures of the United States and Brunei oil rose after a short-term decline, and the intraday decline narrowed to 0.4%. As of press time, they were reported at 75.04 USD/barrel and 76.38 USD/barrel respectively. NYMEX is the most active WTI crude oil main futures contract. At 19:07 on July 14th, Beijing time, 5,808 lots were instantly traded in one minute, with a total trading contract value of USD 435 million.</p><p><img src=\"https://static.tigerbbs.com/0876a8df979dc935c80503ef3e263424\" tg-width=\"906\" tg-height=\"604\" referrerpolicy=\"no-referrer\"></p><p>The OPEC + representative said,<b>The UAE resolves OPEC impasse, agrees to raise production baseline, and will set a date for a new meeting shortly after</b>。</p><p>According to the market analysis, OPEC + failed to reach an agreement on increasing production due to the production baseline issue of the UAE, and kept the production reduction of 5.8 million barrels per day unchanged, which increased the worry of market supply shortage and brought support to oil prices. This time, Saudi Arabia and the UAE reached an agreement on the production baseline issue.<b>OPEC + is expected to make a decision on increasing production in the short term, easing short-term concerns about market supply</b>。</p><p>However, at the same time, Saudi Arabia and the UAE compromise with each other may mean that production cuts will be extended until the end of 2022, and also<b>Alleviated market fears that other oil-producing countries follow the UAE's disorderly increase in production</b>This is also the reason why oil prices rebounded after a short-term decline.</p><p>But the plot turned a few hours later, around 22 p.m.,<b><u>The UAE Ministry of Energy clarified that no agreement has been reached with OPEC + on supply issues and discussions continue.</u></b></p><p>Last week, OPEC and its allies were forced to abandon a preliminary agreement to boost oil production after the UAE raised last-minute objections to raise its own baseline output to 3.841 million barrels per day. If the compromise is approved at a new meeting, it could open the way for higher production, although some member states have locked in most of their supplies for August.</p><p>The UAE previously wanted to extract and sell as much oil as possible amid strong demand and prices. The gains will help the country's economy wean itself off oil. The UAE has some of the world's top untapped crude reserves, and for years the government has said they are not worried about finding a buyer for crude in the distant future.</p><p>A UAE oil executive once said:</p><p>\"Market share is a key factor, and we want a bigger market share, monetizing our reserves as much as possible, especially at a time when we've already spent billions of dollars developing those reserves.\" In the previous OPEC + meeting in July, Saudi Arabia had collapsed with the UAE, and no agreement was reached. Since then, Russia has been pushing behind the scenes for Saudi Arabia and the UAE to return to the negotiating table, seeking a way to reach a deal.</p><p>Furthermore, in a joint statement on Monday, Saudi Arabia and Oman also called on OPEC + to continue cooperation and praised OPEC + for its work in stabilizing the oil market.</p>","source":"jssj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UAE Energy Ministry Clarifies: No Agreement on Crude Oil Supply</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\">\nUAE Energy Ministry Clarifies: No Agreement on Crude Oil Supply\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\">2021-07-14 22:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p>OPEC + sources revealed that Saudi Arabia and the UAE reached a compromise on an oil production agreement, and the UAE Ministry of Energy clarified.</p><p>Around 19:00 on Wednesday evening, according to OPEC + sources, Saudi Arabia and the UAE reached a compromise on an oil production deal,<b>Means OPEC + agreement will be extended until the end of 2022</b>。 In future production agreements,<b>The UAE's baseline oil production will be raised to 3.65 million bpd, up from the current level of about 3.16 million bpd</b>。</p><p>After the news, the prices of the two oils rebounded after falling. The futures of the United States and Brunei oil rose after a short-term decline, and the intraday decline narrowed to 0.4%. As of press time, they were reported at 75.04 USD/barrel and 76.38 USD/barrel respectively. NYMEX is the most active WTI crude oil main futures contract. At 19:07 on July 14th, Beijing time, 5,808 lots were instantly traded in one minute, with a total trading contract value of USD 435 million.</p><p><img src=\"https://static.tigerbbs.com/0876a8df979dc935c80503ef3e263424\" tg-width=\"906\" tg-height=\"604\" referrerpolicy=\"no-referrer\"></p><p>The OPEC + representative said,<b>The UAE resolves OPEC impasse, agrees to raise production baseline, and will set a date for a new meeting shortly after</b>。</p><p>According to the market analysis, OPEC + failed to reach an agreement on increasing production due to the production baseline issue of the UAE, and kept the production reduction of 5.8 million barrels per day unchanged, which increased the worry of market supply shortage and brought support to oil prices. This time, Saudi Arabia and the UAE reached an agreement on the production baseline issue.<b>OPEC + is expected to make a decision on increasing production in the short term, easing short-term concerns about market supply</b>。</p><p>However, at the same time, Saudi Arabia and the UAE compromise with each other may mean that production cuts will be extended until the end of 2022, and also<b>Alleviated market fears that other oil-producing countries follow the UAE's disorderly increase in production</b>This is also the reason why oil prices rebounded after a short-term decline.</p><p>But the plot turned a few hours later, around 22 p.m.,<b><u>The UAE Ministry of Energy clarified that no agreement has been reached with OPEC + on supply issues and discussions continue.</u></b></p><p>Last week, OPEC and its allies were forced to abandon a preliminary agreement to boost oil production after the UAE raised last-minute objections to raise its own baseline output to 3.841 million barrels per day. If the compromise is approved at a new meeting, it could open the way for higher production, although some member states have locked in most of their supplies for August.</p><p>The UAE previously wanted to extract and sell as much oil as possible amid strong demand and prices. The gains will help the country's economy wean itself off oil. The UAE has some of the world's top untapped crude reserves, and for years the government has said they are not worried about finding a buyer for crude in the distant future.</p><p>A UAE oil executive once said:</p><p>\"Market share is a key factor, and we want a bigger market share, monetizing our reserves as much as possible, especially at a time when we've already spent billions of dollars developing those reserves.\" In the previous OPEC + meeting in July, Saudi Arabia had collapsed with the UAE, and no agreement was reached. Since then, Russia has been pushing behind the scenes for Saudi Arabia and the UAE to return to the negotiating table, seeking a way to reach a deal.</p><p>Furthermore, in a joint statement on Monday, Saudi Arabia and Oman also called on OPEC + to continue cooperation and praised OPEC + for its work in stabilizing the oil market.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/details/77763\">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/ba0e918dfd4ec815c4f78fc4cfc3ea3e","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/77763","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167329024","content_text":"欧佩克+消息人士透露，沙特和阿联酋就石油生产协议达成妥协，阿联酋能源部又澄清。\n周三晚间19:00左右，据欧佩克+消息人士透露，沙特和阿联酋就石油生产协议达成妥协，意味着欧佩克+协议将延长到2022年底。在未来的产量协议中，阿联酋的石油产量基线将提高到365万桶/日，高于目前约316万桶/日的水平。\n消息传出后，两油价格下跌后反弹。美、布两油期货短线下挫后走高，日内跌幅收窄至0.4%，截至发稿前，分别报75.04美元/桶和76.38美元/桶。NYMEX最活跃WTI原油主力期货合约北京时间7月14日19:07一分钟内买卖盘面瞬间成交5808手，交易合约总价值4.35亿美元。\n\n欧佩克+代表称，阿联酋解决了欧佩克僵局，同意提高产量基线，不久之后将设定新的会议的日期。\n市场分析指出，欧佩克+此前因阿联酋生产基线问题未能就增产达成一致，维持580万桶/日的减产幅度不变，增加了市场供应短缺的担忧，给油价带来支撑，此次沙特和阿联酋就生产基线问题达成一致，欧佩克+有望能在短期内就增产作出决定，缓解市场供应短期的担忧。\n不过同时沙特和阿联酋相互妥协或意味着减产行动会延长到2022年底，同时也缓解了市场关于其它产油国跟随阿联酋无序增产的担忧，这也是油价短线下挫后便反弹的原因。\n但剧情在几小时后出现反转，晚间22点左右，阿联酋能源部澄清，尚未与欧佩克+就供应问题达成协议，讨论仍在继续。\n上周，欧佩克组织及其盟友被迫放弃了一项提高石油产量的初步协议，原因是阿联酋在最后一刻提出了反对意见，希望将自身基线产量调升至384.1万桶/日。如果该妥协方案在新的会议上获得批准，可能为提高产量开辟道路，尽管一些成员国已经锁定了8月份的大部分供应量。\n阿联酋此前希望在需求和价格强劲之际，尽可能多地开采和销售石油。收益将帮助该国经济摆脱对石油的依赖。阿联酋的未开发原油储量位居世界前列，多年来，该政府一直表示，他们不担心在遥远的未来找到原油买家。\n阿联酋一位石油高管曾表示：\n\n “市场份额是一个关键因素，我们想要更大的市场份额，尽可能地将我们的储备货币化，尤其是在我们已经花费数十亿美元开发这些储备的时候。”\n\n在此前7月的欧佩克+会议中，沙特曾与阿联酋谈崩，没有达成协议。在那以后，俄罗斯一直在幕后推动沙特和阿联酋重回谈判桌，寻求达成协议的途径。\n此外，在周一的一份联合声明中，沙特和阿曼也呼吁欧佩克+继续合作，并赞扬了欧佩克+稳定油市的工作。","news_type":1,"symbols_score_info":{"CLmain":0.9,"BZmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144219916,"gmtCreate":1626299465635,"gmtModify":1703757242054,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087795059791090","authorIdStr":"4087795059791090"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144219916","repostId":"2151515064","repostType":4,"repost":{"id":"2151515064","kind":"news","pubTimestamp":1626276376,"share":"https://ttm.financial/m/news/2151515064?lang=en_US&edition=fundamental","pubTime":"2021-07-14 23:26","market":"us","language":"zh","title":"Heavy! BlackRock releases four major themes for investing in the second half of the year","url":"https://stock-news.laohu8.com/highlight/detail?id=2151515064","media":"腾讯美股","summary":"腾讯证券7月14日讯，贝莱德作为全球最大资产管理公司，头号ETF发行商，他们的投资理念总是会引起市场的广泛关注。因此，当贝莱德iShares ETF部门北美投资策略主管乔杜里谈起他们眼中的下半年投资主题，当然会有很多投资者乐于洗耳恭听。对抗气候变化乔杜里表示，现在全世界许多国家都已经投入了总量上万亿量级的资金来削减碳排放，以防止全球气候进一步恶化。","content":"<p><a href=\"https://laohu8.com/S/00700\">Tencent</a>Securities July 14th,<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>As the world's largest asset management company and the number one ETF issuer, their investment philosophy always attracts widespread attention in the market.</p><p>So when BlackRock<a href=\"https://laohu8.com/S/EEME\">iShares</a>Gargi Pal Chaudhuri, head of North American investment strategy at the ETF division, talks about what they see as the investment theme of the second half of the year, and of course many investors will be happy to listen.</p><p>She wrote in the research report: \"In the second half of 2021, as the vaccine-led, fiscal and monetary policy-supported global economic restart continues, we turn to a bullish stance on European stocks and continue to be constructive on some areas of the U.S. stock market, inflation-linked bonds, and a diversified commodity basket.\"</p><p>For all the topics BlackRock talks about, investors have corresponding ETFs to tap into. Mr. Chaudhry has also personally recommended a range of his own fund products, as well as those of other companies, to help investors seize these opportunities.</p><p><b>（1）</b><b>Inflation</b><b>rise</b></p><p>As various economic restart-themed trades gradually unfolded, Chaudhry downgraded the overall rating of U.S. stocks to \"neutral\" and upgraded European stocks to \"overweight\". This means that her focus on US stocks will be mainly on small-cap stocks and boom cyclical stocks, and she fully understands that global central bankers will be careful not to hurt the recovery.</p><p>\"Although the so-called reinflation transaction centered on high growth and rapidly rising inflation was only the theme of the US stock market in the first half of 2021, we expect this momentum to spread to European and Japanese markets in the future.\"</p><p><b>How to utilize?</b></p><p>Investors have many approaches to consider, including investing in overseas value ETFs such as<a href=\"https://laohu8.com/S/FNDC\">Schwab Fundamental International</a>Large Company ETF (FNDF), etc., invest in balanced European ETFs such as ProShares Ultra FTSE Europe (UPV), etc., invest in short-term anti-inflation bond funds such as PIMCO 1-5 Year US TIPS Index ETF (STPZ), etc., or invest in banking Sector ETFs such as Financial Select Sector SPDR Fund (XLF), etc.</p><p><b>(2) Combating climate change</b></p><p>Chaudhry said that many countries around the world have now invested a total of trillions of dollars to cut carbon emissions to prevent further deterioration of the global climate. This means that various related technologies, as well as commodities such as lithium and copper, will receive new investment.</p><p>\"The global economy is transitioning towards zero emissions, which is a plan for no greenhouse gases to enter the atmosphere by 2050.\" She wrote, \"To reach zero emissions by the middle of the century, the required clean energy investments will have to triple annually between now and 2030, to approximately $4 trillion.\"</p><p><b>How to utilize?</b></p><p>Investors can choose from Clean Energy funds such as Invesco Global Clean Energy ETF (PBD), ESG-oriented funds such as Vanguard ESG US Stock ETF (ESGV), and large-cap Commodity funds such as iPath Bloomberg Commodity Index Total Return ETF (DJP).</p><p><b>(3) Infrastructure construction</b></p><p>Infrastructure is perhaps the hottest investment theme right now, and Mr. Chowdhury said there is actually a lot of room for investment in this area, considering the U.S. Infrastructure Investment Act is still being pushed. She noted that investors can either buy ETFs that focus directly on infrastructure, or they can detour by buying municipal bonds and cybersecurity sector stocks.</p><p>\"About $3.1 billion of new investment has entered U.S. infrastructure ETFs.\" She said. \"As the negotiations in Washington progress, infrastructure construction gradually becomes reality from theory, and we expect the demand for infrastructure investment channels with excellent liquidity and transparency will further increase.\"</p><p><b>How to utilize?</b></p><p>Investors can choose infrastructure funds such as<a href=\"https://laohu8.com/S/PAVE\">Global X US Infrastructure Development ETF</a>(PAVE), etc., municipal treasury funds such as<a href=\"https://laohu8.com/S/FMNY\">First Trust Municipal High Income ETF</a>(FMHI), etc., electrification-oriented funds such as<a href=\"https://laohu8.com/S/KARS\">KraneShares Electric Vehicles and Future Mobility Index ETF</a>(KARS), etc., Cybersecurity funds such as First Trust Nasdaq Cybersecurity ETF (CIBR), etc.</p><p><b>(4) Stock Barbell Allocation</b></p><p>Chewdhury pointed out that those cheaper and highly leveraged stocks have been outperforming the broader market since November last year, which means that the lowest fruit has been picked off in the US stock market, and it is time for investors to look further down the road to recovery.</p><p>\"Now, perhaps it is time to favor those beneficiaries in the mid-cycle stage. These are often so-called quality stocks, that is, ideal fundamentals (high return on equity, stable earnings growth year by year, and low financial leverage ratio).\" She analyzed, \"We are bullish on the technology sector, because the balance sheet and free cash flow situation of this field as a whole are relatively ideal.\"</p><p>Emphasizing quality can also help investors face some of the challenging features of today's market, she adds, such as concerns about rising raw material and labor costs, higher interest expenses and higher effective tax rates.</p><p><b>How to utilize?</b></p><p>Investors can consider quality equity funds such as Flexshares International Quality Dividend Index Fund ETF (IQDF) and SPDR MSCI USA StrategicFactors ETF (QUS) etc., or the chip industry fund Van Eck Vectors Semiconductor ETF (SMH), etc. (Fei Lu)</p>","source":"txmg","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>Heavy! BlackRock releases four major themes for investing in the second half of the year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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\">\nHeavy! BlackRock releases four major themes for investing in the second half of the year\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">腾讯美股</strong><span class=\"h-time small\">2021-07-14 23:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/00700\">Tencent</a>Securities July 14th,<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>As the world's largest asset management company and the number one ETF issuer, their investment philosophy always attracts widespread attention in the market.</p><p>So when BlackRock<a href=\"https://laohu8.com/S/EEME\">iShares</a>Gargi Pal Chaudhuri, head of North American investment strategy at the ETF division, talks about what they see as the investment theme of the second half of the year, and of course many investors will be happy to listen.</p><p>She wrote in the research report: \"In the second half of 2021, as the vaccine-led, fiscal and monetary policy-supported global economic restart continues, we turn to a bullish stance on European stocks and continue to be constructive on some areas of the U.S. stock market, inflation-linked bonds, and a diversified commodity basket.\"</p><p>For all the topics BlackRock talks about, investors have corresponding ETFs to tap into. Mr. Chaudhry has also personally recommended a range of his own fund products, as well as those of other companies, to help investors seize these opportunities.</p><p><b>（1）</b><b>Inflation</b><b>rise</b></p><p>As various economic restart-themed trades gradually unfolded, Chaudhry downgraded the overall rating of U.S. stocks to \"neutral\" and upgraded European stocks to \"overweight\". This means that her focus on US stocks will be mainly on small-cap stocks and boom cyclical stocks, and she fully understands that global central bankers will be careful not to hurt the recovery.</p><p>\"Although the so-called reinflation transaction centered on high growth and rapidly rising inflation was only the theme of the US stock market in the first half of 2021, we expect this momentum to spread to European and Japanese markets in the future.\"</p><p><b>How to utilize?</b></p><p>Investors have many approaches to consider, including investing in overseas value ETFs such as<a href=\"https://laohu8.com/S/FNDC\">Schwab Fundamental International</a>Large Company ETF (FNDF), etc., invest in balanced European ETFs such as ProShares Ultra FTSE Europe (UPV), etc., invest in short-term anti-inflation bond funds such as PIMCO 1-5 Year US TIPS Index ETF (STPZ), etc., or invest in banking Sector ETFs such as Financial Select Sector SPDR Fund (XLF), etc.</p><p><b>(2) Combating climate change</b></p><p>Chaudhry said that many countries around the world have now invested a total of trillions of dollars to cut carbon emissions to prevent further deterioration of the global climate. This means that various related technologies, as well as commodities such as lithium and copper, will receive new investment.</p><p>\"The global economy is transitioning towards zero emissions, which is a plan for no greenhouse gases to enter the atmosphere by 2050.\" She wrote, \"To reach zero emissions by the middle of the century, the required clean energy investments will have to triple annually between now and 2030, to approximately $4 trillion.\"</p><p><b>How to utilize?</b></p><p>Investors can choose from Clean Energy funds such as Invesco Global Clean Energy ETF (PBD), ESG-oriented funds such as Vanguard ESG US Stock ETF (ESGV), and large-cap Commodity funds such as iPath Bloomberg Commodity Index Total Return ETF (DJP).</p><p><b>(3) Infrastructure construction</b></p><p>Infrastructure is perhaps the hottest investment theme right now, and Mr. Chowdhury said there is actually a lot of room for investment in this area, considering the U.S. Infrastructure Investment Act is still being pushed. She noted that investors can either buy ETFs that focus directly on infrastructure, or they can detour by buying municipal bonds and cybersecurity sector stocks.</p><p>\"About $3.1 billion of new investment has entered U.S. infrastructure ETFs.\" She said. \"As the negotiations in Washington progress, infrastructure construction gradually becomes reality from theory, and we expect the demand for infrastructure investment channels with excellent liquidity and transparency will further increase.\"</p><p><b>How to utilize?</b></p><p>Investors can choose infrastructure funds such as<a href=\"https://laohu8.com/S/PAVE\">Global X US Infrastructure Development ETF</a>(PAVE), etc., municipal treasury funds such as<a href=\"https://laohu8.com/S/FMNY\">First Trust Municipal High Income ETF</a>(FMHI), etc., electrification-oriented funds such as<a href=\"https://laohu8.com/S/KARS\">KraneShares Electric Vehicles and Future Mobility Index ETF</a>(KARS), etc., Cybersecurity funds such as First Trust Nasdaq Cybersecurity ETF (CIBR), etc.</p><p><b>(4) Stock Barbell Allocation</b></p><p>Chewdhury pointed out that those cheaper and highly leveraged stocks have been outperforming the broader market since November last year, which means that the lowest fruit has been picked off in the US stock market, and it is time for investors to look further down the road to recovery.</p><p>\"Now, perhaps it is time to favor those beneficiaries in the mid-cycle stage. These are often so-called quality stocks, that is, ideal fundamentals (high return on equity, stable earnings growth year by year, and low financial leverage ratio).\" She analyzed, \"We are bullish on the technology sector, because the balance sheet and free cash flow situation of this field as a whole are relatively ideal.\"</p><p>Emphasizing quality can also help investors face some of the challenging features of today's market, she adds, such as concerns about rising raw material and labor costs, higher interest expenses and higher effective tax rates.</p><p><b>How to utilize?</b></p><p>Investors can consider quality equity funds such as Flexshares International Quality Dividend Index Fund ETF (IQDF) and SPDR MSCI USA StrategicFactors ETF (QUS) etc., or the chip industry fund Van Eck Vectors Semiconductor ETF (SMH), etc. (Fei Lu)</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/CS9GXo-3LVRoCysgt5-QOA\">腾讯美股</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a89c5f3f760cbba3e49a1923d85c3b4c","relate_stocks":{"BLK":"贝莱德",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://mp.weixin.qq.com/s/CS9GXo-3LVRoCysgt5-QOA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151515064","content_text":"腾讯证券7月14日讯，贝莱德作为全球最大资产管理公司，头号ETF发行商，他们的投资理念总是会引起市场的广泛关注。\n因此，当贝莱德iShares ETF部门北美投资策略主管乔杜里（Gargi Pal Chaudhuri）谈起他们眼中的下半年投资主题，当然会有很多投资者乐于洗耳恭听。\n她在研究报告当中写道：“2021年下半年当中，伴随疫苗为主导的，财政和货币政策为支持的全球经济重启持续下去，我们对欧洲股票转向看涨立场，对美国股市的一些领域、与通胀挂钩的债券，以及一个多元化的大宗商品篮子继续持建设性的态度。”\n对于贝莱德谈到的所有主题，投资者都有相应的ETF可以去利用。乔杜里也亲自推荐了一系列本公司，以及其他公司的基金产品，来帮助投资者把握这些机遇。\n（1）通货膨胀抬头\n伴随各种经济重启主题交易逐步展开，乔杜里将美国股票的总体评级调降为“中立”，而将欧洲股票调升为“增持”。这就意味着，她对美股的关注将主要集中在小型股票和景气周期性股票身上，并且充分理解全球央行银行家将会小心翼翼，避免伤及复苏。\n“虽然在2021年上半年当中，以高增长和快速提升的通货膨胀为中心的所谓再膨胀交易只是美股市场的主题，但是我们预计将来，这势头会蔓延到欧洲和日本市场。”\n如何利用？\n投资者有许多方法可以考虑，包括投资海外价值型ETF如Schwab Fundamental International Large Company ETF（FNDF）等，投资于均衡型欧洲ETF如ProShares Ultra FTSE Europe（UPV）等，投资于短期抗通胀债券基金如PIMCO 1-5 Year US TIPS Index ETF（STPZ）等，或者投资于银行板块ETF如Financial Select Sector SPDR Fund（XLF）等。\n（2）对抗气候变化\n乔杜里表示，现在全世界许多国家都已经投入了总量上万亿量级的资金来削减碳排放，以防止全球气候进一步恶化。这就意味着，各种相关技术，以及锂和铜等大宗商品都将得到新的投资。\n“全球经济正在向着零排放转型，即计划在2050年之前，不再有温室气体进入大气层。”她写道，“要在本世纪中叶达到零排放，从现在到2030年，每年所需的清洁能源投资必须增长三倍，达到大约4万亿美元。”\n如何利用？\n投资者可以选择清洁能源基金如Invesco Global Clean Energy ETF（PBD）等，环境、社会和企业治理方向基金如Vanguard ESG US Stock ETF（ESGV）等，大盘商品基金如iPath Bloomberg Commodity Index Total Return ETF（DJP）等。\n（3）基础设施建设\n基础设施或许是现在最火爆的投资主题了，乔杜里说，考虑到美国基础设施投资法案还在推动当中，这方面其实还有很大的投资空间。她指出，投资者既可以买进直接聚焦于基础设施的ETF，也可以通过购买市政公债和网络安全行业股票来迂回。\n“已经有大约31亿美元新投资进入了美国基础设施ETF。”她介绍道，“伴随华盛顿的谈判取得进展，基础设施建设从理论逐步成为现实，我们预计对流动性和透明度俱佳的基础设施投资渠道的需求将进一步提升。”\n如何利用？\n投资者可以选择基础设施基金如Global X US Infrastructure Development ETF（PAVE）等，市政公债基金如First Trust Municipal High Income ETF（FMHI）等，电动化导向型基金如KraneShares Electric Vehicles and Future Mobility Index ETF（KARS）等，网络安全基金如First Trust Nasdaq Cybersecurity ETF（CIBR）等。\n(4) 股票杠铃配置\n乔杜里指出，那些价格较为低廉，且高度杠杆化的股票去年11月以来的表现就一直好于大盘，这就意味着在美股市场上，最低的果子都已经被摘走了，投资者现在是时候将视线投向复苏之路的更远处了。\n“现在，或许是应该倾向于那些周期中期阶段的受益者了，这些往往都是所谓品质股票，即基本面理想（股权回报率高，盈利逐年增速稳定，财务杠杆率低）。”她分析道，“我们看好科技板块，因为该领域整体而言，资产负债表和自由现金流情况都较为理想。”\n她补充道，强调品质还可以帮助投资者面对一些当今市场富于挑战性的特色，比如大家都担心企业原材料和劳动力成本上扬，利息支出增加，以及有效税率提高等。\n如何利用？\n投资者可以考虑品质股票基金如Flexshares International Quality Dividend Index Fund ETF（IQDF）和SPDR MSCI USA StrategicFactors ETF（QUS）等，或者是芯片行业基金Van Eck Vectors Semiconductor ETF（SMH）等。（费绿）","news_type":1,"symbols_score_info":{".IXIC":0.9,"BLK":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146386777,"gmtCreate":1626053998799,"gmtModify":1703752402510,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087795059791090","authorIdStr":"4087795059791090"},"themes":[],"htmlText":"up up","listText":"up up","text":"up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146386777","repostId":"1132513017","repostType":4,"repost":{"id":"1132513017","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":1626052795,"share":"https://ttm.financial/m/news/1132513017?lang=en_US&edition=fundamental","pubTime":"2021-07-12 09:19","market":"hk","language":"zh","title":"Opening: Hang Seng Index Opens Up 1.2%! Youquhui Holdings rose more than 3% for the first time","url":"https://stock-news.laohu8.com/highlight/detail?id=1132513017","media":"老虎资讯综合","summary":"7月12日，恒生指数开盘上涨328.16点，涨幅1.2%，报27672.7点；国企指数开盘上涨124.81点，涨幅1.26%，报10010.23点；红筹指数开盘上涨18.95点，涨幅0.49%，报38","content":"<p>On July 12th, the Hang Seng Index opened up 328.16 points, or 1.2%, to 27,672.7 points; The State-owned Enterprises Index opened up 124.81 points, or 1.26%, to 10010.23 points; The red-chip index opened up 18.95 points, or 0.49%, at 3,849.77.</p><p>The Hang Seng Technology Index rose 1.22%, and technology stocks continued their rebound momentum.<a href=\"https://laohu8.com/S/09626\">Bilibili-SW</a>Up more than 5%,<a href=\"https://laohu8.com/S/03690\">Meituan-W</a>It rose by nearly 3%, and the independent APP of Meituan Taxi was put back on the shelves after two years.</p><p><a href=\"https://laohu8.com/S/02196\">FOSUN PHARMA</a>Up 5.21%, subsidiary Fosun Industrial will<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Yuli Pharmaceuticals, commissioned by Hon Hai and Yongling Foundation, sold a total of 10 million doses of mRNA COVID-19 vaccine.</p><p><a href=\"https://laohu8.com/S/00763\">ZTE</a>It rose by more than 9%, and the net profit in the first half of the year is expected to increase by 104.6%-131.52%.</p><p><a href=\"https://laohu8.com/S/02238\">GAC Group</a>It rose by more than 4%. Previously, the board of directors reviewed and approved the Proposal on the Project of GAC Aian and Huawei (AH8 Model), and agreed to the implementation of the project of GAC Aian New Energy Vehicle Co., Ltd., a wholly-owned subsidiary, and Huawei (AH8 Model).</p><p>New Shares<a href=\"https://laohu8.com/S/02165\">Lingyue Services Group</a>It rose by more than 20%, with an issue price of HK$ 4.19/share; New Shares<a href=\"https://laohu8.com/S/02177\">USQ Holdings</a>Increased by 3%, with an issue price of HK$ 11.86/share.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening: Hang Seng Index Opens Up 1.2%! Youquhui Holdings rose more than 3% for the first time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpening: Hang Seng Index Opens Up 1.2%! Youquhui Holdings rose more than 3% for the first time\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-12 09:19</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 12th, the Hang Seng Index opened up 328.16 points, or 1.2%, to 27,672.7 points; The State-owned Enterprises Index opened up 124.81 points, or 1.26%, to 10010.23 points; The red-chip index opened up 18.95 points, or 0.49%, at 3,849.77.</p><p>The Hang Seng Technology Index rose 1.22%, and technology stocks continued their rebound momentum.<a href=\"https://laohu8.com/S/09626\">Bilibili-SW</a>Up more than 5%,<a href=\"https://laohu8.com/S/03690\">Meituan-W</a>It rose by nearly 3%, and the independent APP of Meituan Taxi was put back on the shelves after two years.</p><p><a href=\"https://laohu8.com/S/02196\">FOSUN PHARMA</a>Up 5.21%, subsidiary Fosun Industrial will<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Yuli Pharmaceuticals, commissioned by Hon Hai and Yongling Foundation, sold a total of 10 million doses of mRNA COVID-19 vaccine.</p><p><a href=\"https://laohu8.com/S/00763\">ZTE</a>It rose by more than 9%, and the net profit in the first half of the year is expected to increase by 104.6%-131.52%.</p><p><a href=\"https://laohu8.com/S/02238\">GAC Group</a>It rose by more than 4%. Previously, the board of directors reviewed and approved the Proposal on the Project of GAC Aian and Huawei (AH8 Model), and agreed to the implementation of the project of GAC Aian New Energy Vehicle Co., Ltd., a wholly-owned subsidiary, and Huawei (AH8 Model).</p><p>New Shares<a href=\"https://laohu8.com/S/02165\">Lingyue Services Group</a>It rose by more than 20%, with an issue price of HK$ 4.19/share; New Shares<a href=\"https://laohu8.com/S/02177\">USQ Holdings</a>Increased by 3%, with an issue price of HK$ 11.86/share.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"513600":"恒生指数ETF南方","HSI":"恒生指数","02196":"复星医药","02177":"优趣汇控股","00763":"中兴通讯","02238":"广汽集团","HSCEI":"国企指数","HSTECH":"恒生科技指数","02833":"恒指ETF","HSCCI":"红筹指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132513017","content_text":"7月12日，恒生指数开盘上涨328.16点，涨幅1.2%，报27672.7点；国企指数开盘上涨124.81点，涨幅1.26%，报10010.23点；红筹指数开盘上涨18.95点，涨幅0.49%，报3849.77点。\n恒生科技指数涨1.22%，科技股延续反弹势头，哔哩哔哩-SW涨超5%，美团-W涨近3%，美团打车独立APP时隔两年重新上架。\n复星医药涨5.21%，子公司复星实业将向台积电、鸿海、永龄基金会委托的裕利医药销售共计1000万剂mRNA新冠疫苗。\n中兴通讯涨超9%，上半年净利预增104.6%-131.52%。\n广汽集团涨超4%，此前董事会审议通过了《关于广汽埃安与华为(AH8 车型)项目的议案》，同意全资子公司广汽埃安新能源汽车有限公司与华为(AH8 车型)项目的实施。\n新股领悦服务集团涨超20%，发行价4.19港元/股；新股优趣汇控股涨3%，发行价11.86港元/股。","news_type":1,"symbols_score_info":{"513600":0.9,"MHImain":0.9,"HSCEI":0.9,"02177":0.9,"02196":0.9,"HHImain":0.9,"HSCCI":0.9,"00763":0.9,"HSI":0.9,"02238":0.9,"HSImain":0.9,"HSTECH":0.9,"MCHmain":0.9,"02833":0.9}},"isVote":1,"tweetType":1,"viewCount":2799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148028697,"gmtCreate":1625903362219,"gmtModify":1703750757974,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087795059791090","authorIdStr":"4087795059791090"},"themes":[],"htmlText":".....","listText":".....","text":".....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148028697","repostId":"1164526375","repostType":4,"isVote":1,"tweetType":1,"viewCount":3313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148023223,"gmtCreate":1625903154962,"gmtModify":1703750754899,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087795059791090","authorIdStr":"4087795059791090"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148023223","repostId":"1145907959","repostType":4,"isVote":1,"tweetType":1,"viewCount":2995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":146386777,"gmtCreate":1626053998799,"gmtModify":1703752402510,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087795059791090","idStr":"4087795059791090"},"themes":[],"htmlText":"up up","listText":"up up","text":"up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146386777","repostId":"1132513017","repostType":4,"repost":{"id":"1132513017","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":1626052795,"share":"https://ttm.financial/m/news/1132513017?lang=en_US&edition=fundamental","pubTime":"2021-07-12 09:19","market":"hk","language":"zh","title":"Opening: Hang Seng Index Opens Up 1.2%! Youquhui Holdings rose more than 3% for the first time","url":"https://stock-news.laohu8.com/highlight/detail?id=1132513017","media":"老虎资讯综合","summary":"7月12日，恒生指数开盘上涨328.16点，涨幅1.2%，报27672.7点；国企指数开盘上涨124.81点，涨幅1.26%，报10010.23点；红筹指数开盘上涨18.95点，涨幅0.49%，报38","content":"<p>On July 12th, the Hang Seng Index opened up 328.16 points, or 1.2%, to 27,672.7 points; The State-owned Enterprises Index opened up 124.81 points, or 1.26%, to 10010.23 points; The red-chip index opened up 18.95 points, or 0.49%, at 3,849.77.</p><p>The Hang Seng Technology Index rose 1.22%, and technology stocks continued their rebound momentum.<a href=\"https://laohu8.com/S/09626\">Bilibili-SW</a>Up more than 5%,<a href=\"https://laohu8.com/S/03690\">Meituan-W</a>It rose by nearly 3%, and the independent APP of Meituan Taxi was put back on the shelves after two years.</p><p><a href=\"https://laohu8.com/S/02196\">FOSUN PHARMA</a>Up 5.21%, subsidiary Fosun Industrial will<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Yuli Pharmaceuticals, commissioned by Hon Hai and Yongling Foundation, sold a total of 10 million doses of mRNA COVID-19 vaccine.</p><p><a href=\"https://laohu8.com/S/00763\">ZTE</a>It rose by more than 9%, and the net profit in the first half of the year is expected to increase by 104.6%-131.52%.</p><p><a href=\"https://laohu8.com/S/02238\">GAC Group</a>It rose by more than 4%. Previously, the board of directors reviewed and approved the Proposal on the Project of GAC Aian and Huawei (AH8 Model), and agreed to the implementation of the project of GAC Aian New Energy Vehicle Co., Ltd., a wholly-owned subsidiary, and Huawei (AH8 Model).</p><p>New Shares<a href=\"https://laohu8.com/S/02165\">Lingyue Services Group</a>It rose by more than 20%, with an issue price of HK$ 4.19/share; New Shares<a href=\"https://laohu8.com/S/02177\">USQ Holdings</a>Increased by 3%, with an issue price of HK$ 11.86/share.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening: Hang Seng Index Opens Up 1.2%! Youquhui Holdings rose more than 3% for the first time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpening: Hang Seng Index Opens Up 1.2%! Youquhui Holdings rose more than 3% for the first time\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-12 09:19</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 12th, the Hang Seng Index opened up 328.16 points, or 1.2%, to 27,672.7 points; The State-owned Enterprises Index opened up 124.81 points, or 1.26%, to 10010.23 points; The red-chip index opened up 18.95 points, or 0.49%, at 3,849.77.</p><p>The Hang Seng Technology Index rose 1.22%, and technology stocks continued their rebound momentum.<a href=\"https://laohu8.com/S/09626\">Bilibili-SW</a>Up more than 5%,<a href=\"https://laohu8.com/S/03690\">Meituan-W</a>It rose by nearly 3%, and the independent APP of Meituan Taxi was put back on the shelves after two years.</p><p><a href=\"https://laohu8.com/S/02196\">FOSUN PHARMA</a>Up 5.21%, subsidiary Fosun Industrial will<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Yuli Pharmaceuticals, commissioned by Hon Hai and Yongling Foundation, sold a total of 10 million doses of mRNA COVID-19 vaccine.</p><p><a href=\"https://laohu8.com/S/00763\">ZTE</a>It rose by more than 9%, and the net profit in the first half of the year is expected to increase by 104.6%-131.52%.</p><p><a href=\"https://laohu8.com/S/02238\">GAC Group</a>It rose by more than 4%. Previously, the board of directors reviewed and approved the Proposal on the Project of GAC Aian and Huawei (AH8 Model), and agreed to the implementation of the project of GAC Aian New Energy Vehicle Co., Ltd., a wholly-owned subsidiary, and Huawei (AH8 Model).</p><p>New Shares<a href=\"https://laohu8.com/S/02165\">Lingyue Services Group</a>It rose by more than 20%, with an issue price of HK$ 4.19/share; New Shares<a href=\"https://laohu8.com/S/02177\">USQ Holdings</a>Increased by 3%, with an issue price of HK$ 11.86/share.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"513600":"恒生指数ETF南方","HSI":"恒生指数","02196":"复星医药","02177":"优趣汇控股","00763":"中兴通讯","02238":"广汽集团","HSCEI":"国企指数","HSTECH":"恒生科技指数","02833":"恒指ETF","HSCCI":"红筹指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132513017","content_text":"7月12日，恒生指数开盘上涨328.16点，涨幅1.2%，报27672.7点；国企指数开盘上涨124.81点，涨幅1.26%，报10010.23点；红筹指数开盘上涨18.95点，涨幅0.49%，报3849.77点。\n恒生科技指数涨1.22%，科技股延续反弹势头，哔哩哔哩-SW涨超5%，美团-W涨近3%，美团打车独立APP时隔两年重新上架。\n复星医药涨5.21%，子公司复星实业将向台积电、鸿海、永龄基金会委托的裕利医药销售共计1000万剂mRNA新冠疫苗。\n中兴通讯涨超9%，上半年净利预增104.6%-131.52%。\n广汽集团涨超4%，此前董事会审议通过了《关于广汽埃安与华为(AH8 车型)项目的议案》，同意全资子公司广汽埃安新能源汽车有限公司与华为(AH8 车型)项目的实施。\n新股领悦服务集团涨超20%，发行价4.19港元/股；新股优趣汇控股涨3%，发行价11.86港元/股。","news_type":1,"symbols_score_info":{"513600":0.9,"MHImain":0.9,"HSCEI":0.9,"02177":0.9,"02196":0.9,"HHImain":0.9,"HSCCI":0.9,"00763":0.9,"HSI":0.9,"02238":0.9,"HSImain":0.9,"HSTECH":0.9,"MCHmain":0.9,"02833":0.9}},"isVote":1,"tweetType":1,"viewCount":2799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925801786,"gmtCreate":1671977621646,"gmtModify":1676538617167,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087795059791090","idStr":"4087795059791090"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925801786","repostId":"621332097","repostType":1,"repost":{"id":621332097,"gmtCreate":1671972480000,"gmtModify":1676538617094,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107925732032840","idStr":"4107925732032840"},"themes":[],"title":"中基優選私募基金50指數，最新週報","htmlText":"一、市場回顧上週，中國11月份社融數據偏弱，社融增量爲1.99萬億元，比上年同期少6109億元，其中，人民幣貸款增加1.14萬億元，同比少增1573億元。在外貿、社會融資需求走弱的背景下，爲拉動經濟，政府在疫情管控方面有所放鬆，並且在消費領域出臺了《擴大內需戰略規劃綱要》，另外國務院副總理劉鶴指出，房地產是國民經濟的支柱產業，這有利於引導市場預期和信心回暖。海外方面，美國11月CPI環比增長0.1%，同比上漲7.1%，通脹緩慢下降促使美聯儲在12月議息會議上小幅加息50BP。市場方面，上週國內A股小幅下跌，成交額最低不足8000億元。板塊上跌多漲少，酒店、旅遊、釀酒、醫藥板塊漲幅居前，金融、機械、化工等板塊跌幅較大。風格上看，在12月中旬以來的小幅下跌過程中，大小盤風格不明顯。基差方面，中大盤股指處於小幅貼水狀態，中證1000指數維持一定幅度的升水。港股方面，恆生指數表現較強，但醫藥、汽車、能源板塊表現較差。美股方面，市場預期利率將在5%以上維持一年左右時間，美國經濟可能面臨衰退，道指小幅下跌，顯示投資者信心不足。大宗商品市場方面，美元指數跌勢趨緩，目前維持在103點上方，貴金屬小幅走高，原油出現小幅反彈，LME金屬在近期小幅反彈後有所回落，農產品整體波動不大，僅有白糖漲幅較大。國內商品走勢分化，工業品中除有色板塊外震盪上漲，農產品連續下跌。總體上看，上週股票市場小幅下跌，商品市場走勢分化，中基私募50指數下跌，對衝策略、CTA及衍生品策略均獲得盈利，股票多頭策略有所虧損。二、中基優選私募基金50指數《中國基金報》以促進行業發展爲初衷，經長時間醞釀及充分準備，推出“中基優選私募基金指數（系列）”，努力將“中基優選私募基金指數”打造成爲權威的可投資私募指數，推動私募基金指數化投資，促進國內證券私募行業的健康發展。2021年3月5日，《中國基金報》正式發佈該系列的旗艦指數——“","listText":"一、市場回顧上週，中國11月份社融數據偏弱，社融增量爲1.99萬億元，比上年同期少6109億元，其中，人民幣貸款增加1.14萬億元，同比少增1573億元。在外貿、社會融資需求走弱的背景下，爲拉動經濟，政府在疫情管控方面有所放鬆，並且在消費領域出臺了《擴大內需戰略規劃綱要》，另外國務院副總理劉鶴指出，房地產是國民經濟的支柱產業，這有利於引導市場預期和信心回暖。海外方面，美國11月CPI環比增長0.1%，同比上漲7.1%，通脹緩慢下降促使美聯儲在12月議息會議上小幅加息50BP。市場方面，上週國內A股小幅下跌，成交額最低不足8000億元。板塊上跌多漲少，酒店、旅遊、釀酒、醫藥板塊漲幅居前，金融、機械、化工等板塊跌幅較大。風格上看，在12月中旬以來的小幅下跌過程中，大小盤風格不明顯。基差方面，中大盤股指處於小幅貼水狀態，中證1000指數維持一定幅度的升水。港股方面，恆生指數表現較強，但醫藥、汽車、能源板塊表現較差。美股方面，市場預期利率將在5%以上維持一年左右時間，美國經濟可能面臨衰退，道指小幅下跌，顯示投資者信心不足。大宗商品市場方面，美元指數跌勢趨緩，目前維持在103點上方，貴金屬小幅走高，原油出現小幅反彈，LME金屬在近期小幅反彈後有所回落，農產品整體波動不大，僅有白糖漲幅較大。國內商品走勢分化，工業品中除有色板塊外震盪上漲，農產品連續下跌。總體上看，上週股票市場小幅下跌，商品市場走勢分化，中基私募50指數下跌，對衝策略、CTA及衍生品策略均獲得盈利，股票多頭策略有所虧損。二、中基優選私募基金50指數《中國基金報》以促進行業發展爲初衷，經長時間醞釀及充分準備，推出“中基優選私募基金指數（系列）”，努力將“中基優選私募基金指數”打造成爲權威的可投資私募指數，推動私募基金指數化投資，促進國內證券私募行業的健康發展。2021年3月5日，《中國基金報》正式發佈該系列的旗艦指數——“","text":"一、市場回顧上週，中國11月份社融數據偏弱，社融增量爲1.99萬億元，比上年同期少6109億元，其中，人民幣貸款增加1.14萬億元，同比少增1573億元。在外貿、社會融資需求走弱的背景下，爲拉動經濟，政府在疫情管控方面有所放鬆，並且在消費領域出臺了《擴大內需戰略規劃綱要》，另外國務院副總理劉鶴指出，房地產是國民經濟的支柱產業，這有利於引導市場預期和信心回暖。海外方面，美國11月CPI環比增長0.1%，同比上漲7.1%，通脹緩慢下降促使美聯儲在12月議息會議上小幅加息50BP。市場方面，上週國內A股小幅下跌，成交額最低不足8000億元。板塊上跌多漲少，酒店、旅遊、釀酒、醫藥板塊漲幅居前，金融、機械、化工等板塊跌幅較大。風格上看，在12月中旬以來的小幅下跌過程中，大小盤風格不明顯。基差方面，中大盤股指處於小幅貼水狀態，中證1000指數維持一定幅度的升水。港股方面，恆生指數表現較強，但醫藥、汽車、能源板塊表現較差。美股方面，市場預期利率將在5%以上維持一年左右時間，美國經濟可能面臨衰退，道指小幅下跌，顯示投資者信心不足。大宗商品市場方面，美元指數跌勢趨緩，目前維持在103點上方，貴金屬小幅走高，原油出現小幅反彈，LME金屬在近期小幅反彈後有所回落，農產品整體波動不大，僅有白糖漲幅較大。國內商品走勢分化，工業品中除有色板塊外震盪上漲，農產品連續下跌。總體上看，上週股票市場小幅下跌，商品市場走勢分化，中基私募50指數下跌，對衝策略、CTA及衍生品策略均獲得盈利，股票多頭策略有所虧損。二、中基優選私募基金50指數《中國基金報》以促進行業發展爲初衷，經長時間醞釀及充分準備，推出“中基優選私募基金指數（系列）”，努力將“中基優選私募基金指數”打造成爲權威的可投資私募指數，推動私募基金指數化投資，促進國內證券私募行業的健康發展。2021年3月5日，《中國基金報》正式發佈該系列的旗艦指數——“","images":[{"img":"https://static.tigerbbs.com/25914d0564784406823f794384788e29","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/8ae7245fd9e4489787d04f9853f3d65d","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/4eb46f1412384ab9a561eec41006cb02","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/621332097","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999896595,"gmtCreate":1660517518920,"gmtModify":1676533481484,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087795059791090","idStr":"4087795059791090"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$星展集团控股(D05.SI)$</a>..","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$星展集团控股(D05.SI)$</a>..","text":"$星展集团控股(D05.SI)$..","images":[{"img":"https://community-static.tradeup.com/news/82ad39e4a48dd64f7d1cfcd07579b300","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999896595","isVote":1,"tweetType":1,"viewCount":3039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9999043792,"gmtCreate":1660443525018,"gmtModify":1676533471376,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087795059791090","idStr":"4087795059791090"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$星展集团控股(D05.SI)$</a>..","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$星展集团控股(D05.SI)$</a>..","text":"$星展集团控股(D05.SI)$..","images":[{"img":"https://community-static.tradeup.com/news/82ad39e4a48dd64f7d1cfcd07579b300","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999043792","isVote":1,"tweetType":1,"viewCount":3061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":171016835,"gmtCreate":1626695585027,"gmtModify":1703763478484,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087795059791090","idStr":"4087795059791090"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171016835","repostId":"1104379742","repostType":4,"repost":{"id":"1104379742","kind":"news","pubTimestamp":1626693665,"share":"https://ttm.financial/m/news/1104379742?lang=en_US&edition=fundamental","pubTime":"2021-07-19 19:21","market":"us","language":"zh","title":"Analysts who foresaw last year's crash: Volatility surge is imminent, U.S. stocks may plummet","url":"https://stock-news.laohu8.com/highlight/detail?id=1104379742","media":" 腾讯美股","summary":"一说起美股是否可能在近期大跌的问题，许多人的第一反应都是去查证各种股票估值，或者是投资者情绪的相关指标。这种做法当然是非常容易理解的，因为无论是估值还是市场情绪，在预测后市方面的确都颇为灵验，而众所周","content":"<p>When it comes to whether U.S. stocks may plunge in the near future, many people's first reaction is to check various stock valuations or related indicators of investor sentiment. This approach is of course very easy to understand, because both valuation and market sentiment are indeed quite effective in predicting the market outlook. As we all know, the current valuation of U.S. stocks remains high, and investors' sentiment is highly optimistic, which has been quite some time.</p><p>However, Sven Henrich took a different approach, choosing to cut from a third angle-he chose volatility.</p><p>Henrich, a widely regarded technical analyst and founder of NorthmanTrader.com, explained in a research report released last week that he expects the U.S. stock market to see a sharp surge in volatility in the coming months for a series of reasons.</p><p>Henrich found that the Chicago Board Options Exchange Volatility Index (VIX) has entered a surge mode. The volatility index is also known as the \"fear indicator\", and its direction is often exactly the opposite of the S&P 500 index. One of the most typical examples comes from February 2020. On the eve of the epidemic raging and the lockdown of the United States, which led to a selling storm in the stock market, the \"fear indicator\" once soared.</p><p>Henrich found that the historical performance of the volatility index in the past four years can be divided into several wedge-shaped trend intervals, and whenever the range narrows, the volatility will soar. This pattern has been fully proved by the history of recent years.</p><p><img src=\"https://static.tigerbbs.com/fa0b62d9af5c9e6b7aede5d53284b946\" tg-width=\"641\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Henrich pointed out in the research report that the performance of volatility indicators in various parts of other markets also shows a similar trend. These locals include small-cap stocks and technology stocks, among others. The details of the two are shown in the following two charts, with the upper half of the chart showing the price trend and the lower half showing the volatility trend.</p><p>Small Cap Stocks:</p><p><img src=\"https://static.tigerbbs.com/8bd4c50f84c759383d055401a38edc6a\" tg-width=\"641\" tg-height=\"522\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Technology Stocks:</p><p><img src=\"https://static.tigerbbs.com/904c85aaa516964fdf111857e87d1002\" tg-width=\"641\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Henrich gave an accurate warning on the eve of last year's US stock market crash. This time, his judgment was that the volatility surge covering the whole US stock market would come within this year or early next year, but he also admitted that it was very difficult to judge the exact time point, and the development of the situation depends on a key catalyst.</p><p>\"It may take months for the whole situation to fully unfold, but the message sent by all these patterns is completely the same: a surge in volatility is coming, and in this market that continues to appear to have only one way forward, every low will be desperately seized by investors as a buying opportunity, which can only further disconnect the market from historical trends.\"</p><p>\"If we have learned anything in the last year, it is this: the extreme can get even more extreme. The situation has developed to the point where it is today, and the reaction to the decline may be more violent than anyone can imagine.\" He continued to explain. \"No one can tell us exactly when the top will arrive, but the macro picture of the whole market is indeed increasingly bubbly, and the foundation beneath the surface is getting weaker and weaker.\"</p><p>In terms of so-called weakness, Henrich pointed out that the simplest fact is that although the S&P 500 index is constantly hitting new highs, its market width and relative strength are actually deteriorating.</p><p><img src=\"https://static.tigerbbs.com/8e9372f8649fdd97edd91ac7718e4d1f\" tg-width=\"569\" tg-height=\"526\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Henrich didn't make it particularly clear how much U.S. stocks should fall in his opinion, but he did compare the current situation with 1998, thinking that the two are highly similar, and in 1998, U.S. stocks fell 20% in the sell-off. Henrich said that although the 20% decline has met the definition of the so-called \"bear market\", in fact, it is \"healthy\" for the broader market, and by then, buying opportunities will appear.</p><p>With the continuous upward trend of major mainstream indexes, the readings of various indicators have reached the only point in history. However, Henrich took a different approach, starting from a purely technical point of view, and drew a credible conclusion that the stock market needs to be reset.</p><p>In fact, some observers on Wall Street believe that the possibility of a 20% decline becoming a reality is completely existent. Although some strategists believe that there is still room for further rise in U.S. stocks, two heavyweights in the industry, Savita Subramanian of Bank of America and Barry Bannister of Stilford, have set a year-end target point of 3,800 points for the S&P 500 index. Compared with the current actual point of about 4,350 points, it means that by the end of the year, there will be a consolidation with a decline of more than 12%.</p><p>David Kostin, chief US stock strategist of Goldman Sachs, also pointed out in a recent research report that if the 10-year Treasury Bond yield, a bond market index, soars rapidly from the current 1.3% to 2.5%, US stocks are expected to fall by 18%.</p><p>Inflation has now exceeded expectations for three consecutive months and is continuing to rise, surprising everyone, and in this case bond investors can actually start demanding higher yields. Higher bond yields mean that bonds become more attractive relative to stocks, eventually leading investors to abandon high-risk stocks and turn to zero-risk assets.</p><p>Other threats to the U.S. stock market should not be underestimated. For example, the Delta variant of the new coronavirus is spreading rapidly in the United States, and it is entirely possible that the government will be forced to take further lockdowns. Also, if the economy really overheats, the Fed may also decide to start scaling back their bond purchases earlier than expected, reducing the liquidity that continues to flow into the economy and financial system.</p><p>Of course, in any case, at least the market so far this year, still makes the Bears look rather stupid. In the coming period, it is entirely possible that the cattle faction backed by the Federal Reserve will continue to have a happy life for a while. However, with the increasingly extreme situation of various indicators, there is actually no reason for investors to be surprised when the market really plummets at some time in the future.</p>","source":"txmg","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>Analysts who foresaw last year's crash: Volatility surge is imminent, U.S. stocks may plummet</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\">\nAnalysts who foresaw last year's crash: Volatility surge is imminent, U.S. stocks may plummet\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\"> 腾讯美股</strong><span class=\"h-time small\">2021-07-19 19:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>When it comes to whether U.S. stocks may plunge in the near future, many people's first reaction is to check various stock valuations or related indicators of investor sentiment. This approach is of course very easy to understand, because both valuation and market sentiment are indeed quite effective in predicting the market outlook. As we all know, the current valuation of U.S. stocks remains high, and investors' sentiment is highly optimistic, which has been quite some time.</p><p>However, Sven Henrich took a different approach, choosing to cut from a third angle-he chose volatility.</p><p>Henrich, a widely regarded technical analyst and founder of NorthmanTrader.com, explained in a research report released last week that he expects the U.S. stock market to see a sharp surge in volatility in the coming months for a series of reasons.</p><p>Henrich found that the Chicago Board Options Exchange Volatility Index (VIX) has entered a surge mode. The volatility index is also known as the \"fear indicator\", and its direction is often exactly the opposite of the S&P 500 index. One of the most typical examples comes from February 2020. On the eve of the epidemic raging and the lockdown of the United States, which led to a selling storm in the stock market, the \"fear indicator\" once soared.</p><p>Henrich found that the historical performance of the volatility index in the past four years can be divided into several wedge-shaped trend intervals, and whenever the range narrows, the volatility will soar. This pattern has been fully proved by the history of recent years.</p><p><img src=\"https://static.tigerbbs.com/fa0b62d9af5c9e6b7aede5d53284b946\" tg-width=\"641\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Henrich pointed out in the research report that the performance of volatility indicators in various parts of other markets also shows a similar trend. These locals include small-cap stocks and technology stocks, among others. The details of the two are shown in the following two charts, with the upper half of the chart showing the price trend and the lower half showing the volatility trend.</p><p>Small Cap Stocks:</p><p><img src=\"https://static.tigerbbs.com/8bd4c50f84c759383d055401a38edc6a\" tg-width=\"641\" tg-height=\"522\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Technology Stocks:</p><p><img src=\"https://static.tigerbbs.com/904c85aaa516964fdf111857e87d1002\" tg-width=\"641\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Henrich gave an accurate warning on the eve of last year's US stock market crash. This time, his judgment was that the volatility surge covering the whole US stock market would come within this year or early next year, but he also admitted that it was very difficult to judge the exact time point, and the development of the situation depends on a key catalyst.</p><p>\"It may take months for the whole situation to fully unfold, but the message sent by all these patterns is completely the same: a surge in volatility is coming, and in this market that continues to appear to have only one way forward, every low will be desperately seized by investors as a buying opportunity, which can only further disconnect the market from historical trends.\"</p><p>\"If we have learned anything in the last year, it is this: the extreme can get even more extreme. The situation has developed to the point where it is today, and the reaction to the decline may be more violent than anyone can imagine.\" He continued to explain. \"No one can tell us exactly when the top will arrive, but the macro picture of the whole market is indeed increasingly bubbly, and the foundation beneath the surface is getting weaker and weaker.\"</p><p>In terms of so-called weakness, Henrich pointed out that the simplest fact is that although the S&P 500 index is constantly hitting new highs, its market width and relative strength are actually deteriorating.</p><p><img src=\"https://static.tigerbbs.com/8e9372f8649fdd97edd91ac7718e4d1f\" tg-width=\"569\" tg-height=\"526\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Henrich didn't make it particularly clear how much U.S. stocks should fall in his opinion, but he did compare the current situation with 1998, thinking that the two are highly similar, and in 1998, U.S. stocks fell 20% in the sell-off. Henrich said that although the 20% decline has met the definition of the so-called \"bear market\", in fact, it is \"healthy\" for the broader market, and by then, buying opportunities will appear.</p><p>With the continuous upward trend of major mainstream indexes, the readings of various indicators have reached the only point in history. However, Henrich took a different approach, starting from a purely technical point of view, and drew a credible conclusion that the stock market needs to be reset.</p><p>In fact, some observers on Wall Street believe that the possibility of a 20% decline becoming a reality is completely existent. Although some strategists believe that there is still room for further rise in U.S. stocks, two heavyweights in the industry, Savita Subramanian of Bank of America and Barry Bannister of Stilford, have set a year-end target point of 3,800 points for the S&P 500 index. Compared with the current actual point of about 4,350 points, it means that by the end of the year, there will be a consolidation with a decline of more than 12%.</p><p>David Kostin, chief US stock strategist of Goldman Sachs, also pointed out in a recent research report that if the 10-year Treasury Bond yield, a bond market index, soars rapidly from the current 1.3% to 2.5%, US stocks are expected to fall by 18%.</p><p>Inflation has now exceeded expectations for three consecutive months and is continuing to rise, surprising everyone, and in this case bond investors can actually start demanding higher yields. Higher bond yields mean that bonds become more attractive relative to stocks, eventually leading investors to abandon high-risk stocks and turn to zero-risk assets.</p><p>Other threats to the U.S. stock market should not be underestimated. For example, the Delta variant of the new coronavirus is spreading rapidly in the United States, and it is entirely possible that the government will be forced to take further lockdowns. Also, if the economy really overheats, the Fed may also decide to start scaling back their bond purchases earlier than expected, reducing the liquidity that continues to flow into the economy and financial system.</p><p>Of course, in any case, at least the market so far this year, still makes the Bears look rather stupid. In the coming period, it is entirely possible that the cattle faction backed by the Federal Reserve will continue to have a happy life for a while. However, with the increasingly extreme situation of various indicators, there is actually no reason for investors to be surprised when the market really plummets at some time in the future.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/Cfko28qeZW8DRsNdfM-T7A\"> 腾讯美股</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/Cfko28qeZW8DRsNdfM-T7A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104379742","content_text":"一说起美股是否可能在近期大跌的问题，许多人的第一反应都是去查证各种股票估值，或者是投资者情绪的相关指标。这种做法当然是非常容易理解的，因为无论是估值还是市场情绪，在预测后市方面的确都颇为灵验，而众所周知，当下美股的估值居高不下，而投资者情绪高度乐观，都已经有相当的时间了。\n不过，亨里奇（Sven Henrich）却别辟蹊径，选择了从第三个角度去切入——他选择的，是波动率。\n亨里奇是一位广受推崇的技术分析专家，也是NorthmanTrader.com的创始人，他在上周发布的一份研究报告当中解释说，自己预计由于一系列原因，美股市场将在未来几个月迎来波动率的一波急剧窜升。\n亨里奇发现，芝加哥期权交易所波动率指数（VIX）已经进入了大涨的模式。波动率指数又被人称作是“恐惧指标”，其走向往往是和标普500指数恰好相反的。最典型的例子之一，就来自2020年的2月，在疫情肆虐，美国开启封锁，导致股市上演抛售风暴的前夜，“恐惧指标”就曾经飙涨。\n亨里奇发现，过去四年的波动率指数历史表现，可以分为若干个楔形趋势区间，每当区间缩窄，波动率就将暴增，这一模式已经被近几年的历史充分证明了。\n\n亨里奇在研究报告当中指出，其他市场各个局部的波动率指标表现，也都呈现出类似的趋势。这些局部包括小型股票和科技股票等。两者的具体情况分别如下面两图所示，图的上半部为价格走势，而下半部为波动率走势。\n小型股票：\n\n科技股票：\n\n亨里奇在去年的美股崩盘前夕就曾经准确地发出预警，他这一次的判断是，覆盖整个美股大盘的波动率猛增将在今年年内或者明年年初到来，只是他也承认，想要判断出准确的时间点是非常困难的，局面的发展还要依靠一种关键的催化剂。\n“整个局面完全展开，可能需要数月之久的时间，但是所有这些模式所发出的信息却是完全一致的：波动率的猛增即将到来，而在这个持续表现得似乎只有上涨一个前进方向的市场上，每一个低点都会被投资者拼命抓住，当作买进的机会，而这只能使得市场和历史趋势进一步脱节。”\n“如果说我们去年当中曾经学到了什么东西的话，那么就是这一点：极端完全可以变得更加极端。当局面已经发展到今天的这个地步，人们对下跌的反应，其程度之剧烈完全可能超出所有人的想象。”他继续解释道，“没有谁能够准确告诉我们，顶部到底何时到来，但是整个市场的宏观画面确实是日益泡沫化，表面之下的基础正变得越来越虚弱。”\n就所谓虚弱，亨里奇指出，一个最简单的事实就是，虽然标普500指数正在不断创下新高，但是其市场宽度和相对强弱情况，其实都在恶化。\n\n亨里奇并没有特别明确地说出，在他看来，美股到底该下跌多少才合适，但是他确实将现在的情况和1998年进行了比较，认为两者高度相似，而1998年的那次，美股是在抛售中下跌了20%。亨里奇表示，虽然20%的跌势，已经符合了所谓“熊市”的定义，但是实际上，对于大盘而言，这却是“健康”的，而且到那时候，买进机会就会出现。\n伴随各大主流指数持续上行，多种指标的读数都达到了史上仅见的地步，亨里奇却别辟蹊径，从纯技术角度着手，得出了股市需要一次重置的可信结论。\n其实，华尔街上也有一些观察家认为，20%跌幅成为现实的可能性是完全存在的。虽然一部分策略师认为美股还有进一步上涨的空间，但是业界的两名重量级人物，美国银行的萨布拉玛尼安（Savita Subramanian）和史迪福的班尼斯特（Barry Bannister）为标普500指数确定的年底目标点位却都是3800点，与目前大约4350点的实际点位相比，意味着到年底前，将上演跌幅超过12%的盘整。\n高盛首席美股策略师柯斯汀（David Kostin）最近也在一份研究报告当中指出，如果债市指标十年期国债收益率从目前的1.3%迅速窜升到2.5%，则美股预计将下跌18%。\n通货膨胀率目前已经连续三个月超过预期了，而且还在持续上行，不断让所有人感到吃惊，而在这种情况下，债券投资者其实已经可以开始要求更高的收益率了。债券收益率变得更高，也就意味着债券相对于股票的魅力就会变得越大，最终导致投资者放弃高风险的股票，转向这些零风险的资产。\n美股市场所面临的其他威胁也不容小觑。比如说，新冠病毒的Delta变种正在美国迅速蔓延，完全可能导致政府被迫采取进一步的封锁措施。还有，如果经济真的呈现出过热的态势，联储也可能做出决定，在比预期更早的时间就开始缩减他们的购债力度，使得持续流入经济和金融系统的流动性减少。\n当然，无论如何，至少今年迄今为止的行情，依然使得熊派看上去颇为愚蠢。未来一段时间内，背靠联储后盾的牛派也完全可能继续快活一段日子。只不过，伴随各种指标的情况日益极端，当市场真的在未来某一时间大跌，投资者其实也没有任何理由感到吃惊。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147187668,"gmtCreate":1626342072854,"gmtModify":1703758258545,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087795059791090","idStr":"4087795059791090"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147187668","repostId":"2151287955","repostType":4,"repost":{"id":"2151287955","kind":"news","pubTimestamp":1626340266,"share":"https://ttm.financial/m/news/2151287955?lang=en_US&edition=fundamental","pubTime":"2021-07-15 17:11","market":"us","language":"zh","title":"IBM announces it will acquire Bluetab, expand data and hybrid cloud consulting services","url":"https://stock-news.laohu8.com/highlight/detail?id=2151287955","media":"TechWeb ","summary":"7月15日消息，据国外媒体报道，今日，IBM宣布，它将收购企业软件和服务公司Bluetab Solutions Group, S.L.（以下简称Bluetab），以在欧洲和拉丁美洲扩展数据和混合云咨询","content":"<p>July 15th news, according to foreign media reports, today,<a href=\"https://laohu8.com/S/IBM\">IBM</a>announced that it will acquire Bluetab Solutions Group, S.L. (hereinafter referred to as Bluetab), an enterprise software and services company, to expand data and hybrid cloud consulting services in Europe and Latin America.<img src=\"https://static.tigerbbs.com/95bcc307b17cd1bbda104fd4d7c6a2c5\" tg-width=\"474\" tg-height=\"336\" referrerpolicy=\"no-referrer\">With the acquisition of Bluetab, IBM aims to further its hybrid cloud and artificial intelligence (AI) strategy in Europe, Latin America, and North America. IBM said the deal is expected to close in the third quarter of 2021.</p><p>Founded in 2005 and headquartered in Madrid, Bluetab is an enterprise software and services company that has offices in the UK, Mexico and Spain and offers products designed to help businesses adopt hybrid multi-cloud data platforms.</p><p>IBM is a hybrid cloud and AI and business services provider. In the last 10 years, the company has undergone a massive restructuring, where it has divested its old business units and moved into the fields of consulting, cloud computing, artificial intelligence and quantum computing.</p>","source":"Techweb","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>IBM announces it will acquire Bluetab, expand data and hybrid cloud consulting services</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\">\nIBM announces it will acquire Bluetab, expand data and hybrid cloud consulting services\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TechWeb </strong><span class=\"h-time small\">2021-07-15 17:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>July 15th news, according to foreign media reports, today,<a href=\"https://laohu8.com/S/IBM\">IBM</a>announced that it will acquire Bluetab Solutions Group, S.L. (hereinafter referred to as Bluetab), an enterprise software and services company, to expand data and hybrid cloud consulting services in Europe and Latin America.<img src=\"https://static.tigerbbs.com/95bcc307b17cd1bbda104fd4d7c6a2c5\" tg-width=\"474\" tg-height=\"336\" referrerpolicy=\"no-referrer\">With the acquisition of Bluetab, IBM aims to further its hybrid cloud and artificial intelligence (AI) strategy in Europe, Latin America, and North America. IBM said the deal is expected to close in the third quarter of 2021.</p><p>Founded in 2005 and headquartered in Madrid, Bluetab is an enterprise software and services company that has offices in the UK, Mexico and Spain and offers products designed to help businesses adopt hybrid multi-cloud data platforms.</p><p>IBM is a hybrid cloud and AI and business services provider. In the last 10 years, the company has undergone a massive restructuring, where it has divested its old business units and moved into the fields of consulting, cloud computing, artificial intelligence and quantum computing.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021071516421277532d2a&s=b\">TechWeb </a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/95bcc307b17cd1bbda104fd4d7c6a2c5","relate_stocks":{"IBM":"IBM"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021071516421277532d2a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151287955","content_text":"7月15日消息，据国外媒体报道，今日，IBM宣布，它将收购企业软件和服务公司Bluetab Solutions Group, S.L.（以下简称Bluetab），以在欧洲和拉丁美洲扩展数据和混合云咨询服务。通过收购Bluetab，IBM的目标是在欧洲、拉丁美洲和北美进一步推进其混合云和人工智能（AI）战略。IBM表示，这笔交易预计将于2021年第三季度完成。\nBluetab成立于2005年，总部位于马德里，是一家企业软件和服务公司，该公司在英国、墨西哥和西班牙设有办事处，提供旨在帮助企业采用混合多云数据平台的产品。\nIBM是混合云和人工智能及商业服务提供商。在过去10年里，该公司进行了大规模重组，它剥离了旧的业务部门，进入咨询、云计算、人工智能和量子计算领域。","news_type":1,"symbols_score_info":{"IBM":0.9}},"isVote":1,"tweetType":1,"viewCount":3899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144213070,"gmtCreate":1626299585590,"gmtModify":1703757243042,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087795059791090","idStr":"4087795059791090"},"themes":[],"htmlText":"....","listText":"....","text":"....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144213070","repostId":"1167329024","repostType":4,"repost":{"id":"1167329024","kind":"news","pubTimestamp":1626273220,"share":"https://ttm.financial/m/news/1167329024?lang=en_US&edition=fundamental","pubTime":"2021-07-14 22:33","market":"us","language":"zh","title":"UAE Energy Ministry Clarifies: No Agreement on Crude Oil Supply","url":"https://stock-news.laohu8.com/highlight/detail?id=1167329024","media":"金十数据","summary":"欧佩克+消息人士透露，沙特和阿联酋就石油生产协议达成妥协，阿联酋能源部又澄清。\n周三晚间19:00左右，据欧佩克+消息人士透露，沙特和阿联酋就石油生产协议达成妥协，意味着欧佩克+协议将延长到2022年","content":"<p>OPEC + sources revealed that Saudi Arabia and the UAE reached a compromise on an oil production agreement, and the UAE Ministry of Energy clarified.</p><p>Around 19:00 on Wednesday evening, according to OPEC + sources, Saudi Arabia and the UAE reached a compromise on an oil production deal,<b>Means OPEC + agreement will be extended until the end of 2022</b>。 In future production agreements,<b>The UAE's baseline oil production will be raised to 3.65 million bpd, up from the current level of about 3.16 million bpd</b>。</p><p>After the news, the prices of the two oils rebounded after falling. The futures of the United States and Brunei oil rose after a short-term decline, and the intraday decline narrowed to 0.4%. As of press time, they were reported at 75.04 USD/barrel and 76.38 USD/barrel respectively. NYMEX is the most active WTI crude oil main futures contract. At 19:07 on July 14th, Beijing time, 5,808 lots were instantly traded in one minute, with a total trading contract value of USD 435 million.</p><p><img src=\"https://static.tigerbbs.com/0876a8df979dc935c80503ef3e263424\" tg-width=\"906\" tg-height=\"604\" referrerpolicy=\"no-referrer\"></p><p>The OPEC + representative said,<b>The UAE resolves OPEC impasse, agrees to raise production baseline, and will set a date for a new meeting shortly after</b>。</p><p>According to the market analysis, OPEC + failed to reach an agreement on increasing production due to the production baseline issue of the UAE, and kept the production reduction of 5.8 million barrels per day unchanged, which increased the worry of market supply shortage and brought support to oil prices. This time, Saudi Arabia and the UAE reached an agreement on the production baseline issue.<b>OPEC + is expected to make a decision on increasing production in the short term, easing short-term concerns about market supply</b>。</p><p>However, at the same time, Saudi Arabia and the UAE compromise with each other may mean that production cuts will be extended until the end of 2022, and also<b>Alleviated market fears that other oil-producing countries follow the UAE's disorderly increase in production</b>This is also the reason why oil prices rebounded after a short-term decline.</p><p>But the plot turned a few hours later, around 22 p.m.,<b><u>The UAE Ministry of Energy clarified that no agreement has been reached with OPEC + on supply issues and discussions continue.</u></b></p><p>Last week, OPEC and its allies were forced to abandon a preliminary agreement to boost oil production after the UAE raised last-minute objections to raise its own baseline output to 3.841 million barrels per day. If the compromise is approved at a new meeting, it could open the way for higher production, although some member states have locked in most of their supplies for August.</p><p>The UAE previously wanted to extract and sell as much oil as possible amid strong demand and prices. The gains will help the country's economy wean itself off oil. The UAE has some of the world's top untapped crude reserves, and for years the government has said they are not worried about finding a buyer for crude in the distant future.</p><p>A UAE oil executive once said:</p><p>\"Market share is a key factor, and we want a bigger market share, monetizing our reserves as much as possible, especially at a time when we've already spent billions of dollars developing those reserves.\" In the previous OPEC + meeting in July, Saudi Arabia had collapsed with the UAE, and no agreement was reached. Since then, Russia has been pushing behind the scenes for Saudi Arabia and the UAE to return to the negotiating table, seeking a way to reach a deal.</p><p>Furthermore, in a joint statement on Monday, Saudi Arabia and Oman also called on OPEC + to continue cooperation and praised OPEC + for its work in stabilizing the oil market.</p>","source":"jssj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UAE Energy Ministry Clarifies: No Agreement on Crude Oil Supply</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\">\nUAE Energy Ministry Clarifies: No Agreement on Crude Oil Supply\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\">2021-07-14 22:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p>OPEC + sources revealed that Saudi Arabia and the UAE reached a compromise on an oil production agreement, and the UAE Ministry of Energy clarified.</p><p>Around 19:00 on Wednesday evening, according to OPEC + sources, Saudi Arabia and the UAE reached a compromise on an oil production deal,<b>Means OPEC + agreement will be extended until the end of 2022</b>。 In future production agreements,<b>The UAE's baseline oil production will be raised to 3.65 million bpd, up from the current level of about 3.16 million bpd</b>。</p><p>After the news, the prices of the two oils rebounded after falling. The futures of the United States and Brunei oil rose after a short-term decline, and the intraday decline narrowed to 0.4%. As of press time, they were reported at 75.04 USD/barrel and 76.38 USD/barrel respectively. NYMEX is the most active WTI crude oil main futures contract. At 19:07 on July 14th, Beijing time, 5,808 lots were instantly traded in one minute, with a total trading contract value of USD 435 million.</p><p><img src=\"https://static.tigerbbs.com/0876a8df979dc935c80503ef3e263424\" tg-width=\"906\" tg-height=\"604\" referrerpolicy=\"no-referrer\"></p><p>The OPEC + representative said,<b>The UAE resolves OPEC impasse, agrees to raise production baseline, and will set a date for a new meeting shortly after</b>。</p><p>According to the market analysis, OPEC + failed to reach an agreement on increasing production due to the production baseline issue of the UAE, and kept the production reduction of 5.8 million barrels per day unchanged, which increased the worry of market supply shortage and brought support to oil prices. This time, Saudi Arabia and the UAE reached an agreement on the production baseline issue.<b>OPEC + is expected to make a decision on increasing production in the short term, easing short-term concerns about market supply</b>。</p><p>However, at the same time, Saudi Arabia and the UAE compromise with each other may mean that production cuts will be extended until the end of 2022, and also<b>Alleviated market fears that other oil-producing countries follow the UAE's disorderly increase in production</b>This is also the reason why oil prices rebounded after a short-term decline.</p><p>But the plot turned a few hours later, around 22 p.m.,<b><u>The UAE Ministry of Energy clarified that no agreement has been reached with OPEC + on supply issues and discussions continue.</u></b></p><p>Last week, OPEC and its allies were forced to abandon a preliminary agreement to boost oil production after the UAE raised last-minute objections to raise its own baseline output to 3.841 million barrels per day. If the compromise is approved at a new meeting, it could open the way for higher production, although some member states have locked in most of their supplies for August.</p><p>The UAE previously wanted to extract and sell as much oil as possible amid strong demand and prices. The gains will help the country's economy wean itself off oil. The UAE has some of the world's top untapped crude reserves, and for years the government has said they are not worried about finding a buyer for crude in the distant future.</p><p>A UAE oil executive once said:</p><p>\"Market share is a key factor, and we want a bigger market share, monetizing our reserves as much as possible, especially at a time when we've already spent billions of dollars developing those reserves.\" In the previous OPEC + meeting in July, Saudi Arabia had collapsed with the UAE, and no agreement was reached. Since then, Russia has been pushing behind the scenes for Saudi Arabia and the UAE to return to the negotiating table, seeking a way to reach a deal.</p><p>Furthermore, in a joint statement on Monday, Saudi Arabia and Oman also called on OPEC + to continue cooperation and praised OPEC + for its work in stabilizing the oil market.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/details/77763\">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/ba0e918dfd4ec815c4f78fc4cfc3ea3e","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/77763","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167329024","content_text":"欧佩克+消息人士透露，沙特和阿联酋就石油生产协议达成妥协，阿联酋能源部又澄清。\n周三晚间19:00左右，据欧佩克+消息人士透露，沙特和阿联酋就石油生产协议达成妥协，意味着欧佩克+协议将延长到2022年底。在未来的产量协议中，阿联酋的石油产量基线将提高到365万桶/日，高于目前约316万桶/日的水平。\n消息传出后，两油价格下跌后反弹。美、布两油期货短线下挫后走高，日内跌幅收窄至0.4%，截至发稿前，分别报75.04美元/桶和76.38美元/桶。NYMEX最活跃WTI原油主力期货合约北京时间7月14日19:07一分钟内买卖盘面瞬间成交5808手，交易合约总价值4.35亿美元。\n\n欧佩克+代表称，阿联酋解决了欧佩克僵局，同意提高产量基线，不久之后将设定新的会议的日期。\n市场分析指出，欧佩克+此前因阿联酋生产基线问题未能就增产达成一致，维持580万桶/日的减产幅度不变，增加了市场供应短缺的担忧，给油价带来支撑，此次沙特和阿联酋就生产基线问题达成一致，欧佩克+有望能在短期内就增产作出决定，缓解市场供应短期的担忧。\n不过同时沙特和阿联酋相互妥协或意味着减产行动会延长到2022年底，同时也缓解了市场关于其它产油国跟随阿联酋无序增产的担忧，这也是油价短线下挫后便反弹的原因。\n但剧情在几小时后出现反转，晚间22点左右，阿联酋能源部澄清，尚未与欧佩克+就供应问题达成协议，讨论仍在继续。\n上周，欧佩克组织及其盟友被迫放弃了一项提高石油产量的初步协议，原因是阿联酋在最后一刻提出了反对意见，希望将自身基线产量调升至384.1万桶/日。如果该妥协方案在新的会议上获得批准，可能为提高产量开辟道路，尽管一些成员国已经锁定了8月份的大部分供应量。\n阿联酋此前希望在需求和价格强劲之际，尽可能多地开采和销售石油。收益将帮助该国经济摆脱对石油的依赖。阿联酋的未开发原油储量位居世界前列，多年来，该政府一直表示，他们不担心在遥远的未来找到原油买家。\n阿联酋一位石油高管曾表示：\n\n “市场份额是一个关键因素，我们想要更大的市场份额，尽可能地将我们的储备货币化，尤其是在我们已经花费数十亿美元开发这些储备的时候。”\n\n在此前7月的欧佩克+会议中，沙特曾与阿联酋谈崩，没有达成协议。在那以后，俄罗斯一直在幕后推动沙特和阿联酋重回谈判桌，寻求达成协议的途径。\n此外，在周一的一份联合声明中，沙特和阿曼也呼吁欧佩克+继续合作，并赞扬了欧佩克+稳定油市的工作。","news_type":1,"symbols_score_info":{"CLmain":0.9,"BZmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144219916,"gmtCreate":1626299465635,"gmtModify":1703757242054,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087795059791090","idStr":"4087795059791090"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144219916","repostId":"2151515064","repostType":4,"repost":{"id":"2151515064","kind":"news","pubTimestamp":1626276376,"share":"https://ttm.financial/m/news/2151515064?lang=en_US&edition=fundamental","pubTime":"2021-07-14 23:26","market":"us","language":"zh","title":"Heavy! BlackRock releases four major themes for investing in the second half of the year","url":"https://stock-news.laohu8.com/highlight/detail?id=2151515064","media":"腾讯美股","summary":"腾讯证券7月14日讯，贝莱德作为全球最大资产管理公司，头号ETF发行商，他们的投资理念总是会引起市场的广泛关注。因此，当贝莱德iShares ETF部门北美投资策略主管乔杜里谈起他们眼中的下半年投资主题，当然会有很多投资者乐于洗耳恭听。对抗气候变化乔杜里表示，现在全世界许多国家都已经投入了总量上万亿量级的资金来削减碳排放，以防止全球气候进一步恶化。","content":"<p><a href=\"https://laohu8.com/S/00700\">Tencent</a>Securities July 14th,<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>As the world's largest asset management company and the number one ETF issuer, their investment philosophy always attracts widespread attention in the market.</p><p>So when BlackRock<a href=\"https://laohu8.com/S/EEME\">iShares</a>Gargi Pal Chaudhuri, head of North American investment strategy at the ETF division, talks about what they see as the investment theme of the second half of the year, and of course many investors will be happy to listen.</p><p>She wrote in the research report: \"In the second half of 2021, as the vaccine-led, fiscal and monetary policy-supported global economic restart continues, we turn to a bullish stance on European stocks and continue to be constructive on some areas of the U.S. stock market, inflation-linked bonds, and a diversified commodity basket.\"</p><p>For all the topics BlackRock talks about, investors have corresponding ETFs to tap into. Mr. Chaudhry has also personally recommended a range of his own fund products, as well as those of other companies, to help investors seize these opportunities.</p><p><b>（1）</b><b>Inflation</b><b>rise</b></p><p>As various economic restart-themed trades gradually unfolded, Chaudhry downgraded the overall rating of U.S. stocks to \"neutral\" and upgraded European stocks to \"overweight\". This means that her focus on US stocks will be mainly on small-cap stocks and boom cyclical stocks, and she fully understands that global central bankers will be careful not to hurt the recovery.</p><p>\"Although the so-called reinflation transaction centered on high growth and rapidly rising inflation was only the theme of the US stock market in the first half of 2021, we expect this momentum to spread to European and Japanese markets in the future.\"</p><p><b>How to utilize?</b></p><p>Investors have many approaches to consider, including investing in overseas value ETFs such as<a href=\"https://laohu8.com/S/FNDC\">Schwab Fundamental International</a>Large Company ETF (FNDF), etc., invest in balanced European ETFs such as ProShares Ultra FTSE Europe (UPV), etc., invest in short-term anti-inflation bond funds such as PIMCO 1-5 Year US TIPS Index ETF (STPZ), etc., or invest in banking Sector ETFs such as Financial Select Sector SPDR Fund (XLF), etc.</p><p><b>(2) Combating climate change</b></p><p>Chaudhry said that many countries around the world have now invested a total of trillions of dollars to cut carbon emissions to prevent further deterioration of the global climate. This means that various related technologies, as well as commodities such as lithium and copper, will receive new investment.</p><p>\"The global economy is transitioning towards zero emissions, which is a plan for no greenhouse gases to enter the atmosphere by 2050.\" She wrote, \"To reach zero emissions by the middle of the century, the required clean energy investments will have to triple annually between now and 2030, to approximately $4 trillion.\"</p><p><b>How to utilize?</b></p><p>Investors can choose from Clean Energy funds such as Invesco Global Clean Energy ETF (PBD), ESG-oriented funds such as Vanguard ESG US Stock ETF (ESGV), and large-cap Commodity funds such as iPath Bloomberg Commodity Index Total Return ETF (DJP).</p><p><b>(3) Infrastructure construction</b></p><p>Infrastructure is perhaps the hottest investment theme right now, and Mr. Chowdhury said there is actually a lot of room for investment in this area, considering the U.S. Infrastructure Investment Act is still being pushed. She noted that investors can either buy ETFs that focus directly on infrastructure, or they can detour by buying municipal bonds and cybersecurity sector stocks.</p><p>\"About $3.1 billion of new investment has entered U.S. infrastructure ETFs.\" She said. \"As the negotiations in Washington progress, infrastructure construction gradually becomes reality from theory, and we expect the demand for infrastructure investment channels with excellent liquidity and transparency will further increase.\"</p><p><b>How to utilize?</b></p><p>Investors can choose infrastructure funds such as<a href=\"https://laohu8.com/S/PAVE\">Global X US Infrastructure Development ETF</a>(PAVE), etc., municipal treasury funds such as<a href=\"https://laohu8.com/S/FMNY\">First Trust Municipal High Income ETF</a>(FMHI), etc., electrification-oriented funds such as<a href=\"https://laohu8.com/S/KARS\">KraneShares Electric Vehicles and Future Mobility Index ETF</a>(KARS), etc., Cybersecurity funds such as First Trust Nasdaq Cybersecurity ETF (CIBR), etc.</p><p><b>(4) Stock Barbell Allocation</b></p><p>Chewdhury pointed out that those cheaper and highly leveraged stocks have been outperforming the broader market since November last year, which means that the lowest fruit has been picked off in the US stock market, and it is time for investors to look further down the road to recovery.</p><p>\"Now, perhaps it is time to favor those beneficiaries in the mid-cycle stage. These are often so-called quality stocks, that is, ideal fundamentals (high return on equity, stable earnings growth year by year, and low financial leverage ratio).\" She analyzed, \"We are bullish on the technology sector, because the balance sheet and free cash flow situation of this field as a whole are relatively ideal.\"</p><p>Emphasizing quality can also help investors face some of the challenging features of today's market, she adds, such as concerns about rising raw material and labor costs, higher interest expenses and higher effective tax rates.</p><p><b>How to utilize?</b></p><p>Investors can consider quality equity funds such as Flexshares International Quality Dividend Index Fund ETF (IQDF) and SPDR MSCI USA StrategicFactors ETF (QUS) etc., or the chip industry fund Van Eck Vectors Semiconductor ETF (SMH), etc. (Fei Lu)</p>","source":"txmg","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>Heavy! BlackRock releases four major themes for investing in the second half of the year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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\">\nHeavy! BlackRock releases four major themes for investing in the second half of the year\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">腾讯美股</strong><span class=\"h-time small\">2021-07-14 23:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/00700\">Tencent</a>Securities July 14th,<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>As the world's largest asset management company and the number one ETF issuer, their investment philosophy always attracts widespread attention in the market.</p><p>So when BlackRock<a href=\"https://laohu8.com/S/EEME\">iShares</a>Gargi Pal Chaudhuri, head of North American investment strategy at the ETF division, talks about what they see as the investment theme of the second half of the year, and of course many investors will be happy to listen.</p><p>She wrote in the research report: \"In the second half of 2021, as the vaccine-led, fiscal and monetary policy-supported global economic restart continues, we turn to a bullish stance on European stocks and continue to be constructive on some areas of the U.S. stock market, inflation-linked bonds, and a diversified commodity basket.\"</p><p>For all the topics BlackRock talks about, investors have corresponding ETFs to tap into. Mr. Chaudhry has also personally recommended a range of his own fund products, as well as those of other companies, to help investors seize these opportunities.</p><p><b>（1）</b><b>Inflation</b><b>rise</b></p><p>As various economic restart-themed trades gradually unfolded, Chaudhry downgraded the overall rating of U.S. stocks to \"neutral\" and upgraded European stocks to \"overweight\". This means that her focus on US stocks will be mainly on small-cap stocks and boom cyclical stocks, and she fully understands that global central bankers will be careful not to hurt the recovery.</p><p>\"Although the so-called reinflation transaction centered on high growth and rapidly rising inflation was only the theme of the US stock market in the first half of 2021, we expect this momentum to spread to European and Japanese markets in the future.\"</p><p><b>How to utilize?</b></p><p>Investors have many approaches to consider, including investing in overseas value ETFs such as<a href=\"https://laohu8.com/S/FNDC\">Schwab Fundamental International</a>Large Company ETF (FNDF), etc., invest in balanced European ETFs such as ProShares Ultra FTSE Europe (UPV), etc., invest in short-term anti-inflation bond funds such as PIMCO 1-5 Year US TIPS Index ETF (STPZ), etc., or invest in banking Sector ETFs such as Financial Select Sector SPDR Fund (XLF), etc.</p><p><b>(2) Combating climate change</b></p><p>Chaudhry said that many countries around the world have now invested a total of trillions of dollars to cut carbon emissions to prevent further deterioration of the global climate. This means that various related technologies, as well as commodities such as lithium and copper, will receive new investment.</p><p>\"The global economy is transitioning towards zero emissions, which is a plan for no greenhouse gases to enter the atmosphere by 2050.\" She wrote, \"To reach zero emissions by the middle of the century, the required clean energy investments will have to triple annually between now and 2030, to approximately $4 trillion.\"</p><p><b>How to utilize?</b></p><p>Investors can choose from Clean Energy funds such as Invesco Global Clean Energy ETF (PBD), ESG-oriented funds such as Vanguard ESG US Stock ETF (ESGV), and large-cap Commodity funds such as iPath Bloomberg Commodity Index Total Return ETF (DJP).</p><p><b>(3) Infrastructure construction</b></p><p>Infrastructure is perhaps the hottest investment theme right now, and Mr. Chowdhury said there is actually a lot of room for investment in this area, considering the U.S. Infrastructure Investment Act is still being pushed. She noted that investors can either buy ETFs that focus directly on infrastructure, or they can detour by buying municipal bonds and cybersecurity sector stocks.</p><p>\"About $3.1 billion of new investment has entered U.S. infrastructure ETFs.\" She said. \"As the negotiations in Washington progress, infrastructure construction gradually becomes reality from theory, and we expect the demand for infrastructure investment channels with excellent liquidity and transparency will further increase.\"</p><p><b>How to utilize?</b></p><p>Investors can choose infrastructure funds such as<a href=\"https://laohu8.com/S/PAVE\">Global X US Infrastructure Development ETF</a>(PAVE), etc., municipal treasury funds such as<a href=\"https://laohu8.com/S/FMNY\">First Trust Municipal High Income ETF</a>(FMHI), etc., electrification-oriented funds such as<a href=\"https://laohu8.com/S/KARS\">KraneShares Electric Vehicles and Future Mobility Index ETF</a>(KARS), etc., Cybersecurity funds such as First Trust Nasdaq Cybersecurity ETF (CIBR), etc.</p><p><b>(4) Stock Barbell Allocation</b></p><p>Chewdhury pointed out that those cheaper and highly leveraged stocks have been outperforming the broader market since November last year, which means that the lowest fruit has been picked off in the US stock market, and it is time for investors to look further down the road to recovery.</p><p>\"Now, perhaps it is time to favor those beneficiaries in the mid-cycle stage. These are often so-called quality stocks, that is, ideal fundamentals (high return on equity, stable earnings growth year by year, and low financial leverage ratio).\" She analyzed, \"We are bullish on the technology sector, because the balance sheet and free cash flow situation of this field as a whole are relatively ideal.\"</p><p>Emphasizing quality can also help investors face some of the challenging features of today's market, she adds, such as concerns about rising raw material and labor costs, higher interest expenses and higher effective tax rates.</p><p><b>How to utilize?</b></p><p>Investors can consider quality equity funds such as Flexshares International Quality Dividend Index Fund ETF (IQDF) and SPDR MSCI USA StrategicFactors ETF (QUS) etc., or the chip industry fund Van Eck Vectors Semiconductor ETF (SMH), etc. (Fei Lu)</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/CS9GXo-3LVRoCysgt5-QOA\">腾讯美股</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a89c5f3f760cbba3e49a1923d85c3b4c","relate_stocks":{"BLK":"贝莱德",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://mp.weixin.qq.com/s/CS9GXo-3LVRoCysgt5-QOA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151515064","content_text":"腾讯证券7月14日讯，贝莱德作为全球最大资产管理公司，头号ETF发行商，他们的投资理念总是会引起市场的广泛关注。\n因此，当贝莱德iShares ETF部门北美投资策略主管乔杜里（Gargi Pal Chaudhuri）谈起他们眼中的下半年投资主题，当然会有很多投资者乐于洗耳恭听。\n她在研究报告当中写道：“2021年下半年当中，伴随疫苗为主导的，财政和货币政策为支持的全球经济重启持续下去，我们对欧洲股票转向看涨立场，对美国股市的一些领域、与通胀挂钩的债券，以及一个多元化的大宗商品篮子继续持建设性的态度。”\n对于贝莱德谈到的所有主题，投资者都有相应的ETF可以去利用。乔杜里也亲自推荐了一系列本公司，以及其他公司的基金产品，来帮助投资者把握这些机遇。\n（1）通货膨胀抬头\n伴随各种经济重启主题交易逐步展开，乔杜里将美国股票的总体评级调降为“中立”，而将欧洲股票调升为“增持”。这就意味着，她对美股的关注将主要集中在小型股票和景气周期性股票身上，并且充分理解全球央行银行家将会小心翼翼，避免伤及复苏。\n“虽然在2021年上半年当中，以高增长和快速提升的通货膨胀为中心的所谓再膨胀交易只是美股市场的主题，但是我们预计将来，这势头会蔓延到欧洲和日本市场。”\n如何利用？\n投资者有许多方法可以考虑，包括投资海外价值型ETF如Schwab Fundamental International Large Company ETF（FNDF）等，投资于均衡型欧洲ETF如ProShares Ultra FTSE Europe（UPV）等，投资于短期抗通胀债券基金如PIMCO 1-5 Year US TIPS Index ETF（STPZ）等，或者投资于银行板块ETF如Financial Select Sector SPDR Fund（XLF）等。\n（2）对抗气候变化\n乔杜里表示，现在全世界许多国家都已经投入了总量上万亿量级的资金来削减碳排放，以防止全球气候进一步恶化。这就意味着，各种相关技术，以及锂和铜等大宗商品都将得到新的投资。\n“全球经济正在向着零排放转型，即计划在2050年之前，不再有温室气体进入大气层。”她写道，“要在本世纪中叶达到零排放，从现在到2030年，每年所需的清洁能源投资必须增长三倍，达到大约4万亿美元。”\n如何利用？\n投资者可以选择清洁能源基金如Invesco Global Clean Energy ETF（PBD）等，环境、社会和企业治理方向基金如Vanguard ESG US Stock ETF（ESGV）等，大盘商品基金如iPath Bloomberg Commodity Index Total Return ETF（DJP）等。\n（3）基础设施建设\n基础设施或许是现在最火爆的投资主题了，乔杜里说，考虑到美国基础设施投资法案还在推动当中，这方面其实还有很大的投资空间。她指出，投资者既可以买进直接聚焦于基础设施的ETF，也可以通过购买市政公债和网络安全行业股票来迂回。\n“已经有大约31亿美元新投资进入了美国基础设施ETF。”她介绍道，“伴随华盛顿的谈判取得进展，基础设施建设从理论逐步成为现实，我们预计对流动性和透明度俱佳的基础设施投资渠道的需求将进一步提升。”\n如何利用？\n投资者可以选择基础设施基金如Global X US Infrastructure Development ETF（PAVE）等，市政公债基金如First Trust Municipal High Income ETF（FMHI）等，电动化导向型基金如KraneShares Electric Vehicles and Future Mobility Index ETF（KARS）等，网络安全基金如First Trust Nasdaq Cybersecurity ETF（CIBR）等。\n(4) 股票杠铃配置\n乔杜里指出，那些价格较为低廉，且高度杠杆化的股票去年11月以来的表现就一直好于大盘，这就意味着在美股市场上，最低的果子都已经被摘走了，投资者现在是时候将视线投向复苏之路的更远处了。\n“现在，或许是应该倾向于那些周期中期阶段的受益者了，这些往往都是所谓品质股票，即基本面理想（股权回报率高，盈利逐年增速稳定，财务杠杆率低）。”她分析道，“我们看好科技板块，因为该领域整体而言，资产负债表和自由现金流情况都较为理想。”\n她补充道，强调品质还可以帮助投资者面对一些当今市场富于挑战性的特色，比如大家都担心企业原材料和劳动力成本上扬，利息支出增加，以及有效税率提高等。\n如何利用？\n投资者可以考虑品质股票基金如Flexshares International Quality Dividend Index Fund ETF（IQDF）和SPDR MSCI USA StrategicFactors ETF（QUS）等，或者是芯片行业基金Van Eck Vectors Semiconductor ETF（SMH）等。（费绿）","news_type":1,"symbols_score_info":{".IXIC":0.9,"BLK":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148028697,"gmtCreate":1625903362219,"gmtModify":1703750757974,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087795059791090","idStr":"4087795059791090"},"themes":[],"htmlText":".....","listText":".....","text":".....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148028697","repostId":"1164526375","repostType":4,"isVote":1,"tweetType":1,"viewCount":3313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148023223,"gmtCreate":1625903154962,"gmtModify":1703750754899,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087795059791090","idStr":"4087795059791090"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148023223","repostId":"1145907959","repostType":4,"isVote":1,"tweetType":1,"viewCount":2995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}