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2022-05-23

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Financial Report Preview | Whether Nvidia can return as a king, Q1 financial report is crucial!

2022-05-23

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How much impact will the overall lowering of mortgage interest rates have on the capital market and residents?

2022-05-23

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Steady revenue, premium remains, Zoom continues to cut meat with a blunt knife?

2022-05-23

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2022-05-23

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Apple, Microsoft, Google, Amazon, the performance dilemmas of the giants

2022-05-17

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2022-05-17

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Who is the second Tesla? Soros is betting heavily on this

2022-05-06

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30,000 shareholders are hi? This A-share was once on the verge of delisting, and now it wants to "reach the stars"?

2022-04-28

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Teladoc Health suspended intraday trading, shares fell more than 44% before suspension

2022-04-28

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Most of the new energy vehicle sector in U.S. stocks fell lower, with Tesla falling nearly 4%

2022-04-27

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2022-04-27

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Boeing Extends Losses to Nearly 8%, Shares Set New 52-Week Low

2022-04-22

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Opening | Dow dropped 200 points, Chinese concept stocks improved JD.COM rose more than 4%

2022-04-22

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Pre-market | Most Chinese stocks rose, and JD.COM rose nearly 4% with positive support

2022-04-12

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U.S. Oil Stocks Higher, Chevron Gains Over 4%

2022-04-12

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Interpretation of US March CPI Data: Housing and Energy Prices Are the Main Boosters of Inflation

2022-04-11

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Markets Are Forming Consensus: The Risk of a U.S. Recession Is Growing

2022-04-11

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Sorry, the original content has been removed

2022-04-08

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Opening | U.S. stocks opened mixed, Zhihu rose nearly 5%

2022-03-31

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Faraday Future Slumps at Opening, Several Managers Summoned by SEC

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18:29","market":"us","language":"zh","title":"Financial Report Preview | Whether Nvidia can return as a king, Q1 financial report is crucial!","url":"https://stock-news.laohu8.com/highlight/detail?id=2237286827","media":"老虎资讯综合","summary":"英伟达计划于美东时间5月25日美股收盘后公布截至4月30日的2023财年Q1业绩。在上一季度财报中，英伟达预估本季度（2023财年Q1）营收为81.0亿美元（上下波动2%），高于预期72.2亿美元；预","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>It is scheduled to announce Q1 results for fiscal 2023 ended April 30 on May 25, Eastern Time, after U.S. stocks close.<img src=\"https://static.tigerbbs.com/0bcf0217d1952bf8213351c45058c163\" tg-width=\"1800\" tg-height=\"1430\" width=\"100%\" height=\"auto\"/>In the last quarter's financial report,<b>Nvidia estimates this quarter (</b>Fiscal 2023 Q1<b>) revenue of $8.10 billion (up or down 2%), higher than expectations of $7.22 billion; Estimated Q1 adjusted gross margin of 67.0% (up or down 0.5%); Adjusted operating expenses are expected to be $1.60 billion, higher than the expected value of $1.46 billion.</b></p><p>The current consensus estimate is for the company to post $8.09 billion in total Q1 revenue and $1.29 in earnings per share (EPS), compared to $0.92 in total revenue of $5.66 billion in the year-ago quarter.<b>From the historical data, Nvidia's total revenue and EPS have exceeded market expectations for 12 consecutive quarters.</b><img src=\"https://static.tigerbbs.com/72b8471534ea7cbf42bf3e0014e3a9ad\" tg-width=\"1524\" tg-height=\"593\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/b4501b7b3af70f7391780ecbb8d2a4be\" tg-width=\"1507\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/><b>Market value halved, can Nvidia \"bargain-hunting\"?</b></p><p>Nvidia had hit an all-time high of $346.47 last November as high demand and a global chip shortage sparked interest in the stock. Since then, concerns about the economic slowdown and the outlook for rate hike have weighed on the stock, which is now down nearly 50% from its all-time high at the end of last year, and 40% this year alone.<img src=\"https://static.tigerbbs.com/497d3d251c9e30cdcc2f07e12a9e32f4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><b>From</b><b><b>Valuation, gradually reasonable</b></b></p><p>In terms of valuation, Nvidia still has a \"best-in-class\" premium over its relatively smaller competitors. From the perspective of expected P/E, Nvidia's value is still 30x, compared with its competitor AMD's 22x expected P/E, and other competitors' expected P/E is also relatively low.<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>Is 19x,<a href=\"https://laohu8.com/S/INTC\">Intel</a>Is 12x,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Is 10x,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Is 6x.</p><p>At present, the 1-year valuation of Nvidia stock has been significantly below the average level, and it is in the lowest level area of the 1-year period. Some analysts believe that this shows that,<span style=\"color:rgba(236,31,15,1);\"><b>If the latest results and performance guidance can even or even exceed market expectations, it would be an excellent time for long-term investors to buy the company's stock at a reasonable valuation.</b></span><img src=\"https://static.tigerbbs.com/207b753f81610ea29fae2accce1ef43d\" tg-width=\"443\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/><b>Wall Street is bullish, Q1 is stable?</b></p><p>The market's expectations for Nvidia's first fiscal quarter are still high. Analysts expect that revenue and profit will increase by more than 40% year-on-year. However, the global chip shortage may affect Nvidia. After all, Nvidia belongs to the upstream Fab (chip designer) and relies heavily on the production capacity of wafer foundry. Last month, Nvidia pointed out that it was stepping up its efforts to replenish its inventory of graphics processing products (GPU products), suggesting that the worst period of the company's chip shortage may have passed.</p><p>Some analysts pointed out that although this is a good sign of sales growth, the average selling price (ASP) of the company's products may be reduced due to the decline in demand, and may hurt the company's profit margin value that has continued to surprise the market in the past. Analysts generally say,<b>Will keep an eye on the latest quarterly results for signals regarding any chip supply and demand balance changes.</b></p><p><b>Agency Oppenheimer said Nvidia's first-quarter earnings could be better than expected due to strong demand, with its data center business expected to grow 75% year-over-year.</b></p><p>Oppenheimer analysts expect,<span style=\"color:rgba(235,34,19,1);\">Fiscal first-quarter earnings per share and sales will beat Wall Street estimates of $1.30 and $8.1 billion, respectively.</span>The company expects,<span style=\"color:rgba(242,34,18,1);\">Fiscal second-quarter EPS and sales will beat consensus estimates of $1.36 and $8.4 billion, respectively.</span></p><p>Oppenheimer said supply chain constraints should ease in the second half of the year, which is expected to drive results upward. \"Our long-term thesis remains unchanged as Nvidia's core-leading gaming and AI strengths will still be poised for oversized structural growth,\" the analyst said. \"We remain bullish on Nvidia in the long run.\"</p><p>Oppenheimer lowered his price target on Nvidia to $300 from $350 while reiterating its outperform rating. The new price target shows that,<b>Nvidia's stock price has a 77% upside.</b></p><p>Of the 44 analysts surveyed by Seeking Alpha, 27 have a \"Strong Buy\" rating. Another 8 companies marked it as a \"buy\". Meanwhile, only one analyst listed Nvidia as a \"sell\" and eight others listed it as a \"hold.\"<img src=\"https://static.tigerbbs.com/7095d79d9ef83e42e91f4456852ad50b\" tg-width=\"827\" tg-height=\"214\" referrerpolicy=\"no-referrer\"/>At the end of the article, after \"pouring cold water\" on investors who are optimistic about Nvidia,<b>If the market risk appetite continues to decline, coupled with the latest earnings report that disappointed the market, it could lead to a break of the $165 support level for the stock and a potential further decline towards $150 and possibly even a further slide near the May 2021 low.</b></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Financial Report Preview | Whether Nvidia can return as a king, Q1 financial report is crucial!</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\">\nFinancial Report Preview | Whether Nvidia can return as a king, Q1 financial report is crucial!\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-05-23 18:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>It is scheduled to announce Q1 results for fiscal 2023 ended April 30 on May 25, Eastern Time, after U.S. stocks close.<img src=\"https://static.tigerbbs.com/0bcf0217d1952bf8213351c45058c163\" tg-width=\"1800\" tg-height=\"1430\" width=\"100%\" height=\"auto\"/>In the last quarter's financial report,<b>Nvidia estimates this quarter (</b>Fiscal 2023 Q1<b>) revenue of $8.10 billion (up or down 2%), higher than expectations of $7.22 billion; Estimated Q1 adjusted gross margin of 67.0% (up or down 0.5%); Adjusted operating expenses are expected to be $1.60 billion, higher than the expected value of $1.46 billion.</b></p><p>The current consensus estimate is for the company to post $8.09 billion in total Q1 revenue and $1.29 in earnings per share (EPS), compared to $0.92 in total revenue of $5.66 billion in the year-ago quarter.<b>From the historical data, Nvidia's total revenue and EPS have exceeded market expectations for 12 consecutive quarters.</b><img src=\"https://static.tigerbbs.com/72b8471534ea7cbf42bf3e0014e3a9ad\" tg-width=\"1524\" tg-height=\"593\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/b4501b7b3af70f7391780ecbb8d2a4be\" tg-width=\"1507\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/><b>Market value halved, can Nvidia \"bargain-hunting\"?</b></p><p>Nvidia had hit an all-time high of $346.47 last November as high demand and a global chip shortage sparked interest in the stock. Since then, concerns about the economic slowdown and the outlook for rate hike have weighed on the stock, which is now down nearly 50% from its all-time high at the end of last year, and 40% this year alone.<img src=\"https://static.tigerbbs.com/497d3d251c9e30cdcc2f07e12a9e32f4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><b>From</b><b><b>Valuation, gradually reasonable</b></b></p><p>In terms of valuation, Nvidia still has a \"best-in-class\" premium over its relatively smaller competitors. From the perspective of expected P/E, Nvidia's value is still 30x, compared with its competitor AMD's 22x expected P/E, and other competitors' expected P/E is also relatively low.<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>Is 19x,<a href=\"https://laohu8.com/S/INTC\">Intel</a>Is 12x,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Is 10x,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Is 6x.</p><p>At present, the 1-year valuation of Nvidia stock has been significantly below the average level, and it is in the lowest level area of the 1-year period. Some analysts believe that this shows that,<span style=\"color:rgba(236,31,15,1);\"><b>If the latest results and performance guidance can even or even exceed market expectations, it would be an excellent time for long-term investors to buy the company's stock at a reasonable valuation.</b></span><img src=\"https://static.tigerbbs.com/207b753f81610ea29fae2accce1ef43d\" tg-width=\"443\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/><b>Wall Street is bullish, Q1 is stable?</b></p><p>The market's expectations for Nvidia's first fiscal quarter are still high. Analysts expect that revenue and profit will increase by more than 40% year-on-year. However, the global chip shortage may affect Nvidia. After all, Nvidia belongs to the upstream Fab (chip designer) and relies heavily on the production capacity of wafer foundry. Last month, Nvidia pointed out that it was stepping up its efforts to replenish its inventory of graphics processing products (GPU products), suggesting that the worst period of the company's chip shortage may have passed.</p><p>Some analysts pointed out that although this is a good sign of sales growth, the average selling price (ASP) of the company's products may be reduced due to the decline in demand, and may hurt the company's profit margin value that has continued to surprise the market in the past. Analysts generally say,<b>Will keep an eye on the latest quarterly results for signals regarding any chip supply and demand balance changes.</b></p><p><b>Agency Oppenheimer said Nvidia's first-quarter earnings could be better than expected due to strong demand, with its data center business expected to grow 75% year-over-year.</b></p><p>Oppenheimer analysts expect,<span style=\"color:rgba(235,34,19,1);\">Fiscal first-quarter earnings per share and sales will beat Wall Street estimates of $1.30 and $8.1 billion, respectively.</span>The company expects,<span style=\"color:rgba(242,34,18,1);\">Fiscal second-quarter EPS and sales will beat consensus estimates of $1.36 and $8.4 billion, respectively.</span></p><p>Oppenheimer said supply chain constraints should ease in the second half of the year, which is expected to drive results upward. \"Our long-term thesis remains unchanged as Nvidia's core-leading gaming and AI strengths will still be poised for oversized structural growth,\" the analyst said. \"We remain bullish on Nvidia in the long run.\"</p><p>Oppenheimer lowered his price target on Nvidia to $300 from $350 while reiterating its outperform rating. The new price target shows that,<b>Nvidia's stock price has a 77% upside.</b></p><p>Of the 44 analysts surveyed by Seeking Alpha, 27 have a \"Strong Buy\" rating. Another 8 companies marked it as a \"buy\". Meanwhile, only one analyst listed Nvidia as a \"sell\" and eight others listed it as a \"hold.\"<img src=\"https://static.tigerbbs.com/7095d79d9ef83e42e91f4456852ad50b\" tg-width=\"827\" tg-height=\"214\" referrerpolicy=\"no-referrer\"/>At the end of the article, after \"pouring cold water\" on investors who are optimistic about Nvidia,<b>If the market risk appetite continues to decline, coupled with the latest earnings report that disappointed the market, it could lead to a break of the $165 support level for the stock and a potential further decline towards $150 and possibly even a further slide near the May 2021 low.</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237286827","content_text":"英伟达计划于美东时间5月25日美股收盘后公布截至4月30日的2023财年Q1业绩。在上一季度财报中，英伟达预估本季度（2023财年Q1）营收为81.0亿美元（上下波动2%），高于预期72.2亿美元；预估第一季度调整后的毛利率为67.0%（上下波动0.5%）；预计调整后的运营支出为16.0亿美元，高于预期值14.6亿美元。目前市场普遍预计，该公司Q1总营收为80.9亿美元，每股收益(EPS)为1.29美元，相比之下，上年同期总营收为56.6亿美元，每股收益为0.92美元。从历史数据来看，英伟达总营收与EPS已连续12个季度超出市场预期。市值腰斩，英伟达能“抄底”吗？英伟达去年11月曾触及346.47美元的历史高位，因需求旺盛和全球芯片短缺引发市场对该股的兴趣。自那以来，对经济放缓和加息前景的担忧一直令股价承压，与去年年底创下的历史高点相比，目前该股已下跌近50%，仅今年以来就下跌了40%。从估值看，逐渐合理估值方面，英伟达仍比规模相对其较小的竞争对手拥有“同类最佳”溢价。从预期市盈率来看，英伟达该项数值仍为30x，相比之下，其竞争对手AMD为22x预期市盈率，其他竞争对手预期市盈率同样相对较低，德州仪器为19x、英特尔为12x、高通为10x，美光科技为6x。目前，英伟达股票1年期估值已明显低于均值水平，处于1年期的最低水平区域。有分析人士认为，这表明，如果最新业绩和业绩指引能够持平甚至超过市场预期，那么这将是长期投资者以合理估值买入该公司股票的绝佳时机。华尔街看多，Q1稳了？市场对英伟达第一财季的预期仍然较高，分析师们预计营收和利润将同比增长40%以上，但是，全球芯片短缺可能将波及英伟达，毕竟英伟达属于上游Fab(芯片设计商)，非常依赖晶圆代工厂的产能。在上个月，英伟达曾指出，其正在加大力度补充图形处理产品(GPU产品)库存，暗示该公司芯片短缺最严重的时期可能已经过去。有分析师指出，虽然这是销售额增长的好兆头，但公司旗下产品的平均销售价格(ASP)可能因需求有所下滑而降低，并可能损害该公司过去持续令市场惊艳的利润率数值。分析师普遍表示，将密切关注最新季度业绩报告中有关任何芯片供需平衡发生变化的信号。机构奥本海默表示，由于需求强劲，英伟达第一季度财报可能好于预期，其数据中心业务预计同比增长75%。奥本海默分析师预计，第一财季每股收益和销售额将分别超过华尔街预期的1.30美元和81亿美元。该公司预计，第二财季每股收益和销售额将分别超过市场普遍预期的 1.36 美元和 84 亿美元。奥本海默表示，供应链限制应该会在今年下半年缓解，预计这将推动业绩上行。“我们的长期论点保持不变，因为英伟达的核心领先的游戏和 AI 优势仍将为超大的结构性增长做好准备，“分析师表示。” 我们仍长期看多英伟达。“奥本海默将英伟达的目标价从 350 美元下调至 300 美元，同时重申其表现优于大盘的评级。新的目标价显示，英伟达的股价有 77%的上行空间。在Seeking Alpha调查的44位分析师中，有27位给出了“强烈买入”的评级。另有8家公司将其标记为“购买”。与此同时，只有一名分析师将英伟达列为“卖出”，另有八名分析师将其列为“持有”。文末，在给看好英伟达的投资者“泼盆冷水”，如果市场风险偏好继续下行，加上最新财报令市场感到失望，可能导致该股165美元支撑水平被打破，并有可能进一步跌向150美元甚至有可能进一步滑向2021年5月低点附近。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":3344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026991736,"gmtCreate":1653310153325,"gmtModify":1676535257559,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026991736","repostId":"1101749478","repostType":4,"repost":{"id":"1101749478","kind":"news","pubTimestamp":1653304230,"share":"https://ttm.financial/m/news/1101749478?lang=en_US&edition=fundamental","pubTime":"2022-05-23 19:10","market":"sh","language":"zh","title":"How much impact will the overall lowering of mortgage interest rates have on the capital market and residents?","url":"https://stock-news.laohu8.com/highlight/detail?id=1101749478","media":"星图金融研究院","summary":"在刚刚对新增的首套房贷利率下限下调了20个基点后，存量房贷也迎来重大利好。5月20日，央行公布LPR报价，一年期LPR维持不变仍为3.7%。但对于房贷人群影响重大的5年期以上LPR，从4.6%大幅下调","content":"<p><html><head></head><body>Just after the lower limit of the newly added first home loan interest rate was lowered by 20 basis points, the stock mortgage loan also ushered in a major benefit. On May 20th, the central bank announced the LPR quotation, and the one-year LPR remained unchanged at 3.7%. However, for the 5-year or more LPR, which has a significant impact on mortgage people, it has been sharply lowered by 15 basis points from 4.6% to 4.45%, which greatly exceeds market expectations.</p><p>The real estate market is related to people's livelihood. Whether there is a house or no house, it is very related to every policy of real estate. Under the impact of the epidemic, there are many stimulus policies, but policies related to real estate can always easily make hot search headlines.</p><p>Since the beginning of this year, hundreds of cities have introduced various aspects, including but not limited to adjusting purchase restriction policies, reducing down payment ratio, issuing house purchase subsidies, revising sales restriction policies, encouraging families with multiple children to buy houses, and providing financial support for housing enterprises. The policy strength is not small, but from the real estate sales data, the effect is obviously very limited.</p><p>At the moment of constant emphasis on \"housing for living, not speculation\", why are all places relaxing the property market one after another, and the central bank has also issued the heavy policy of \"lowering interest rates\"? What impact will it have on the stock market, real estate market and individuals?</p><p><b>Why should we reduce the interest rates of new and existing mortgages?</b></p><p>After the Politburo meeting in April once again emphasized and confirmed the economic goal of \"steady growth\" this year, how to achieve \"steady growth\" has become a concern for the market.</p><p>From the perspective of the troika of investment, consumption and net export, although consumption accounts for the largest proportion, residents' expectations are weakened, and it is difficult to boost the impact of the epidemic. In April, the total retail sales of consumer goods decreased by 11.1% year-on-year. In terms of net exports, the policies of countries such as Europe and the United States have gradually shrunk, which represents that the consumer confidence index of the University of Michigan is expected to drop to the lowest level in more than 10 years, and external demand is also difficult to continue to grow. In terms of investment, among the three items of infrastructure, real estate and manufacturing investment, manufacturing investment accounts for a small proportion and is affected by the current epidemic situation, so infrastructure and real estate have become important starting points for \"steady growth\".<b>In order to \"steadily grow\", under the current economic situation, it is necessary to stabilize real estate and build infrastructure, and these two are precisely the main lines of the capital market in the first quarter.</b></p><p>Real estate has become the shortcoming of the current \"steady growth\". Facing the weakness of the real estate industry, although since April this year, local governments all over the place have begun to relax their real estate policies, boosting real estate sales by reducing the down payment ratio, providing house purchase subsidies and canceling sales restrictions. However, facts show that small regional stimulus policies are difficult to boost real estate market expectations. At the same time, the recent epidemic situation has further increased the difficulty of real estate sales repair, and it is necessary to further exert national stimulus policies to break the constant negative feedback from the market. Judging from the fact that the upstream and downstream of real estate contribute nearly 20% of GDP, it is necessary to appropriately reduce the mortgage interest rate of new house purchase demand and reverse residents' expectations of house purchase, so as to achieve the goal of \"steady growth\".</p><p><img src=\"https://static.tigerbbs.com/2f4d06202d676cd782a5289d856ebe25\" tg-width=\"803\" tg-height=\"552\" referrerpolicy=\"no-referrer\"/></p><p>For the real estate industry, alleviating the pressure of giving up financing also requires policy support. The thunderstorms of private housing bonds have brought great pressure to financial stability. Although the policy has continuously released good news of private enterprise financing since the beginning of this year, the \"ghost story\" of housing enterprises has scared the capital market, and the path of refinancing of housing enterprises is almost frozen. By adjusting the mortgage interest rate and guiding residents to buy houses to increase the sales revenue of housing enterprises, it can greatly improve the cash flow of housing enterprises, and further help to improve the financing ability of housing enterprises.</p><p><img src=\"https://static.tigerbbs.com/94bae5d1a285d153a82286faa69bea6c\" tg-width=\"803\" tg-height=\"578\" referrerpolicy=\"no-referrer\"/></p><p>If these are \"slow factors\", the cliff-like decline of social finance data in April is the key to trigger the national real estate stimulus policy. According to the April social financing data released by the central bank on May 13th, the new credit was \"halved\" year-on-year. In particular, in April, the housing loans of the residential sector decreased by 60.5 billion yuan, a year-on-year decrease of 402.2 billion yuan, contributing nearly half of the year-on-year decrease in credit. This shows that residents are not only reluctant to buy houses, but even prefer to pay off their mortgages rather than add new loans. The hot search \"I feel relaxed to repay the mortgage\" has proved the psychological expectation and state of the current mortgage crowd to some extent. If the current expectation of residents' continuous leverage reduction cannot be reversed, the real estate sales data may further deteriorate, which is undoubtedly a great challenge for the \"steady growth\" of the economy.</p><p><img src=\"https://static.tigerbbs.com/34a94cc6e2c31bd183ae74e4256e4c9f\" tg-width=\"814\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>Therefore, after the social financing data was released on May 13th, the central bank quickly introduced the first national real estate stimulus policy this year on May 15th, that is, lowering the lower limit of the first home mortgage loan interest rate, which is a real preferential policy for those who just need no house. Without considering other constraints, it can indeed stimulate the just-needed purchase demand. Of course, in real life, mortgage interest rate is not the core contradiction that restricts consumers to buy houses, nor is it the primary consideration of consumers' decision to buy houses. Lowering mortgage interest rate has a limited effect on reversing expectations. However, this at least represents the attitude of supervision to the current real estate market care, which is of great significance to the national level of real estate financial policy.</p><p>After adjusting the lower limit of the first home mortgage loan interest rate, the market generally expects that the 5-year LPR will not be further adjusted on the announcement date of the LPR quotation on May 20th. After all, the impact of the previous policy has not yet appeared, and the current monetary policy is also under internal and external pressure from the inversion of the interest rate spread between China and the United States and domestic inflation. Therefore, the market generally expects that the central bank will not further lower the LPR quotation. However, it is precisely because of this that the 15 basis points reduction of this 5-year LPR greatly exceeds market expectations, and it is also the largest decline after the LPR reform.</p><p>However, if we look at the current market and economic situation, it is necessary to reduce the 5-year LPR. The first lies in the policy strength. As mentioned above, the policy of \"lowering the lower limit of the first-home mortgage loan interest rate\" on May 13th has much greater signal significance than substantive significance, and is more due to the necessity of resolving real estate risks, implementing the loose signal of the Politburo, hedging the \"bad news\" of sluggish financial data, and boosting market expectations. However, the market is generally not optimistic about boosting real estate sales. After all, for a really capable buyer who just needs a house, he will not decide to buy or not to buy just because the mortgage interest rate is lowered or increased by 0.2%. Since the effectiveness of policies is limited, in order to stabilize real estate and economic growth, stronger policies are bound to be introduced to further reverse expectations.</p><p>Second, compared with the incremental real estate market, the stock mortgage market is larger and the policy leverage is stronger. After the policy on May 3rd, many people reported on the Internet that they are now affected by the epidemic, and their income has been greatly reduced. They also need to lower interest rates to alleviate the pressure of residents to repay loans. After the epidemic, there are more and more people who cut off supplies and the number of foreclosure houses has increased substantially, which to some extent indicate the current loan pressure of repayers. At the same time, by lowering the 5-year LPR to alleviate the pressure of residents' interest expenditure, it can also stimulate residents' consumption from the side to a certain extent, which is also the proper meaning of steady growth.</p><p><b>What are the subsequent implications?</b></p><p>First of all, let's talk about the impact on the capital market. Whether it is lowering the lower limit of personal first home loan interest rate by 20BP or lowering the 5-year LPR15BP, these can be said to be rare heavy real estate stimulus policies in the national sense after 2016, and the signal is of great significance, so it will inevitably cause a wave of huge speculation in the capital market. After the policy was released on May 13th, the Wind Real Estate Index soared by 4.37%, and the narrow trading day opened by 4.3%. However, the capital market has always paid attention to expectations, and it is most afraid of \"boots landing\". After the announcement of the LPR on May 20, the real estate index fell 1.2% instead of rising. For listed real estate companies, the policy goal may have reached an inflection point, but for those listed real estate companies that have been thunderstormed and are about to be thunderstormed, it is still unknown whether they can persist until the end. Therefore, the value of the hype of listed housing enterprises at present does exist. As for the long-term investment value, it needs to be marked with a big question mark. After all, policy is not a panacea, and it is powerless for terminally ill patients.</p><p>Secondly, the impact on the real estate sales market. At present, real estate sales have experienced negative year-on-year growth for 10 consecutive months since July last year, and the decline is still increasing due to the recent impact of the epidemic. According to the statistics of CRIC, in April 2022, over 90% of the TOP50 real estate companies experienced a year-on-year decline in full-caliber sales in a single month, with a year-on-year decline of more than 30%. If the repair of the disturbance factors of the epidemic after May can be considered, the high probability of real estate sales data will continue to be repaired in the second half of this year. At the same time, according to the historical experience of real estate regulation, the improvement of sales data will lag behind the decline of mortgage interest rate for about half a year. However, at the same time, considering the impact of the epidemic on sales and the normalization of offline consumption activities, the improvement of real estate sales may still take a long time.</p><p>Finally, it has the impact on residents' new homes and those who are repaying loans. First of all, for those who just need a house, according to the policies after May 13th and May 20th, the interest rate of the first suite can reach as low as 4.25%, and the interest rate of the second suite can reach as low as 5.05%. For just-needed, it should be a very attractive interest rate. As for the question of \"Should you get on the bus now or wait and see\" that many people are concerned about, no one can buy it at an absolute low point. For those who just need it, the room for short-term follow-up LPR reduction is already very small, and the room for mortgage interest rate decline is limited, which is already a relatively good time. Of course, when it comes to buying a house, there is no absolute correctness, but more personal needs.</p><p>Another type of people who are greatly affected are those who are repaying loans. Generally speaking, banks use the 5-year LPR as the benchmark, add a certain amount of points, agree on the interest rate with the home buyer in the contract, and adjust it once a year. If the interest rate adjustment date is after May 20, the adjusted interest rate will be 0.15% lower than before the adjustment. As for many people who agree to adjust interest rates on January 1st of every year, they can only wait until next year to enjoy preferential interest rates. According to the estimate, if the loan is 500,000 yuan and the equal principal and interest repayment is 30 years, the interest expense can be reduced by about 16,000 yuan in total.</p><p></body></html></p>","source":"lsy1653304243615","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How much impact will the overall lowering of mortgage interest rates have on the capital market and residents?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow much impact will the overall lowering of mortgage interest rates have on the capital market and residents?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">星图金融研究院</strong><span class=\"h-time small\">2022-05-23 19:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Just after the lower limit of the newly added first home loan interest rate was lowered by 20 basis points, the stock mortgage loan also ushered in a major benefit. On May 20th, the central bank announced the LPR quotation, and the one-year LPR remained unchanged at 3.7%. However, for the 5-year or more LPR, which has a significant impact on mortgage people, it has been sharply lowered by 15 basis points from 4.6% to 4.45%, which greatly exceeds market expectations.</p><p>The real estate market is related to people's livelihood. Whether there is a house or no house, it is very related to every policy of real estate. Under the impact of the epidemic, there are many stimulus policies, but policies related to real estate can always easily make hot search headlines.</p><p>Since the beginning of this year, hundreds of cities have introduced various aspects, including but not limited to adjusting purchase restriction policies, reducing down payment ratio, issuing house purchase subsidies, revising sales restriction policies, encouraging families with multiple children to buy houses, and providing financial support for housing enterprises. The policy strength is not small, but from the real estate sales data, the effect is obviously very limited.</p><p>At the moment of constant emphasis on \"housing for living, not speculation\", why are all places relaxing the property market one after another, and the central bank has also issued the heavy policy of \"lowering interest rates\"? What impact will it have on the stock market, real estate market and individuals?</p><p><b>Why should we reduce the interest rates of new and existing mortgages?</b></p><p>After the Politburo meeting in April once again emphasized and confirmed the economic goal of \"steady growth\" this year, how to achieve \"steady growth\" has become a concern for the market.</p><p>From the perspective of the troika of investment, consumption and net export, although consumption accounts for the largest proportion, residents' expectations are weakened, and it is difficult to boost the impact of the epidemic. In April, the total retail sales of consumer goods decreased by 11.1% year-on-year. In terms of net exports, the policies of countries such as Europe and the United States have gradually shrunk, which represents that the consumer confidence index of the University of Michigan is expected to drop to the lowest level in more than 10 years, and external demand is also difficult to continue to grow. In terms of investment, among the three items of infrastructure, real estate and manufacturing investment, manufacturing investment accounts for a small proportion and is affected by the current epidemic situation, so infrastructure and real estate have become important starting points for \"steady growth\".<b>In order to \"steadily grow\", under the current economic situation, it is necessary to stabilize real estate and build infrastructure, and these two are precisely the main lines of the capital market in the first quarter.</b></p><p>Real estate has become the shortcoming of the current \"steady growth\". Facing the weakness of the real estate industry, although since April this year, local governments all over the place have begun to relax their real estate policies, boosting real estate sales by reducing the down payment ratio, providing house purchase subsidies and canceling sales restrictions. However, facts show that small regional stimulus policies are difficult to boost real estate market expectations. At the same time, the recent epidemic situation has further increased the difficulty of real estate sales repair, and it is necessary to further exert national stimulus policies to break the constant negative feedback from the market. Judging from the fact that the upstream and downstream of real estate contribute nearly 20% of GDP, it is necessary to appropriately reduce the mortgage interest rate of new house purchase demand and reverse residents' expectations of house purchase, so as to achieve the goal of \"steady growth\".</p><p><img src=\"https://static.tigerbbs.com/2f4d06202d676cd782a5289d856ebe25\" tg-width=\"803\" tg-height=\"552\" referrerpolicy=\"no-referrer\"/></p><p>For the real estate industry, alleviating the pressure of giving up financing also requires policy support. The thunderstorms of private housing bonds have brought great pressure to financial stability. Although the policy has continuously released good news of private enterprise financing since the beginning of this year, the \"ghost story\" of housing enterprises has scared the capital market, and the path of refinancing of housing enterprises is almost frozen. By adjusting the mortgage interest rate and guiding residents to buy houses to increase the sales revenue of housing enterprises, it can greatly improve the cash flow of housing enterprises, and further help to improve the financing ability of housing enterprises.</p><p><img src=\"https://static.tigerbbs.com/94bae5d1a285d153a82286faa69bea6c\" tg-width=\"803\" tg-height=\"578\" referrerpolicy=\"no-referrer\"/></p><p>If these are \"slow factors\", the cliff-like decline of social finance data in April is the key to trigger the national real estate stimulus policy. According to the April social financing data released by the central bank on May 13th, the new credit was \"halved\" year-on-year. In particular, in April, the housing loans of the residential sector decreased by 60.5 billion yuan, a year-on-year decrease of 402.2 billion yuan, contributing nearly half of the year-on-year decrease in credit. This shows that residents are not only reluctant to buy houses, but even prefer to pay off their mortgages rather than add new loans. The hot search \"I feel relaxed to repay the mortgage\" has proved the psychological expectation and state of the current mortgage crowd to some extent. If the current expectation of residents' continuous leverage reduction cannot be reversed, the real estate sales data may further deteriorate, which is undoubtedly a great challenge for the \"steady growth\" of the economy.</p><p><img src=\"https://static.tigerbbs.com/34a94cc6e2c31bd183ae74e4256e4c9f\" tg-width=\"814\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>Therefore, after the social financing data was released on May 13th, the central bank quickly introduced the first national real estate stimulus policy this year on May 15th, that is, lowering the lower limit of the first home mortgage loan interest rate, which is a real preferential policy for those who just need no house. Without considering other constraints, it can indeed stimulate the just-needed purchase demand. Of course, in real life, mortgage interest rate is not the core contradiction that restricts consumers to buy houses, nor is it the primary consideration of consumers' decision to buy houses. Lowering mortgage interest rate has a limited effect on reversing expectations. However, this at least represents the attitude of supervision to the current real estate market care, which is of great significance to the national level of real estate financial policy.</p><p>After adjusting the lower limit of the first home mortgage loan interest rate, the market generally expects that the 5-year LPR will not be further adjusted on the announcement date of the LPR quotation on May 20th. After all, the impact of the previous policy has not yet appeared, and the current monetary policy is also under internal and external pressure from the inversion of the interest rate spread between China and the United States and domestic inflation. Therefore, the market generally expects that the central bank will not further lower the LPR quotation. However, it is precisely because of this that the 15 basis points reduction of this 5-year LPR greatly exceeds market expectations, and it is also the largest decline after the LPR reform.</p><p>However, if we look at the current market and economic situation, it is necessary to reduce the 5-year LPR. The first lies in the policy strength. As mentioned above, the policy of \"lowering the lower limit of the first-home mortgage loan interest rate\" on May 13th has much greater signal significance than substantive significance, and is more due to the necessity of resolving real estate risks, implementing the loose signal of the Politburo, hedging the \"bad news\" of sluggish financial data, and boosting market expectations. However, the market is generally not optimistic about boosting real estate sales. After all, for a really capable buyer who just needs a house, he will not decide to buy or not to buy just because the mortgage interest rate is lowered or increased by 0.2%. Since the effectiveness of policies is limited, in order to stabilize real estate and economic growth, stronger policies are bound to be introduced to further reverse expectations.</p><p>Second, compared with the incremental real estate market, the stock mortgage market is larger and the policy leverage is stronger. After the policy on May 3rd, many people reported on the Internet that they are now affected by the epidemic, and their income has been greatly reduced. They also need to lower interest rates to alleviate the pressure of residents to repay loans. After the epidemic, there are more and more people who cut off supplies and the number of foreclosure houses has increased substantially, which to some extent indicate the current loan pressure of repayers. At the same time, by lowering the 5-year LPR to alleviate the pressure of residents' interest expenditure, it can also stimulate residents' consumption from the side to a certain extent, which is also the proper meaning of steady growth.</p><p><b>What are the subsequent implications?</b></p><p>First of all, let's talk about the impact on the capital market. Whether it is lowering the lower limit of personal first home loan interest rate by 20BP or lowering the 5-year LPR15BP, these can be said to be rare heavy real estate stimulus policies in the national sense after 2016, and the signal is of great significance, so it will inevitably cause a wave of huge speculation in the capital market. After the policy was released on May 13th, the Wind Real Estate Index soared by 4.37%, and the narrow trading day opened by 4.3%. However, the capital market has always paid attention to expectations, and it is most afraid of \"boots landing\". After the announcement of the LPR on May 20, the real estate index fell 1.2% instead of rising. For listed real estate companies, the policy goal may have reached an inflection point, but for those listed real estate companies that have been thunderstormed and are about to be thunderstormed, it is still unknown whether they can persist until the end. Therefore, the value of the hype of listed housing enterprises at present does exist. As for the long-term investment value, it needs to be marked with a big question mark. After all, policy is not a panacea, and it is powerless for terminally ill patients.</p><p>Secondly, the impact on the real estate sales market. At present, real estate sales have experienced negative year-on-year growth for 10 consecutive months since July last year, and the decline is still increasing due to the recent impact of the epidemic. According to the statistics of CRIC, in April 2022, over 90% of the TOP50 real estate companies experienced a year-on-year decline in full-caliber sales in a single month, with a year-on-year decline of more than 30%. If the repair of the disturbance factors of the epidemic after May can be considered, the high probability of real estate sales data will continue to be repaired in the second half of this year. At the same time, according to the historical experience of real estate regulation, the improvement of sales data will lag behind the decline of mortgage interest rate for about half a year. However, at the same time, considering the impact of the epidemic on sales and the normalization of offline consumption activities, the improvement of real estate sales may still take a long time.</p><p>Finally, it has the impact on residents' new homes and those who are repaying loans. First of all, for those who just need a house, according to the policies after May 13th and May 20th, the interest rate of the first suite can reach as low as 4.25%, and the interest rate of the second suite can reach as low as 5.05%. For just-needed, it should be a very attractive interest rate. As for the question of \"Should you get on the bus now or wait and see\" that many people are concerned about, no one can buy it at an absolute low point. For those who just need it, the room for short-term follow-up LPR reduction is already very small, and the room for mortgage interest rate decline is limited, which is already a relatively good time. Of course, when it comes to buying a house, there is no absolute correctness, but more personal needs.</p><p>Another type of people who are greatly affected are those who are repaying loans. Generally speaking, banks use the 5-year LPR as the benchmark, add a certain amount of points, agree on the interest rate with the home buyer in the contract, and adjust it once a year. If the interest rate adjustment date is after May 20, the adjusted interest rate will be 0.15% lower than before the adjustment. As for many people who agree to adjust interest rates on January 1st of every year, they can only wait until next year to enjoy preferential interest rates. According to the estimate, if the loan is 500,000 yuan and the equal principal and interest repayment is 30 years, the interest expense can be reduced by about 16,000 yuan in total.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/ytImsNQymGtnI0HjrLsPcA\">星图金融研究院</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3c5822c22b6cfd1d0ae2625b7bc085e","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/ytImsNQymGtnI0HjrLsPcA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101749478","content_text":"在刚刚对新增的首套房贷利率下限下调了20个基点后，存量房贷也迎来重大利好。5月20日，央行公布LPR报价，一年期LPR维持不变仍为3.7%。但对于房贷人群影响重大的5年期以上LPR，从4.6%大幅下调15个基点至4.45%，大超市场预期。房地产市场事关民生，无论是有房的还是没房的，都非常关房地产的每一项政策。疫情冲击之下，刺激政策繁多，但事关房地产的政策总是能够轻而易举地冲上热搜头条。今年以来，有上百个地市出台了各种包括但不限于调整限购政策、降低首付比例、发放购房补贴、限售政策修改、鼓励多孩家庭购房、为房企提供资金支持等方面。政策力度不可谓不大，但从房地产销售数据来看，效果显然十分有限。在不断强调“房住不炒”的当下，为何各地纷纷放松楼市，央行也出了“下调利率”这一重磅政策？后续对于股市、房地产市场以及个人来说，又有何影响呢？为何要对新增及存量房贷利率双降？在4月政治局会议再次强调确认今年“稳增长”的经济目标后，怎样才能做到“稳增长”成为市场担忧的问题。分别从投资、消费、净出口这三驾马车来看，消费虽然占比最大，但居民预期转弱，再叠加疫情的影响，难以提振，4月社会消费品零售总额更是同比下降11.1%。净出口方面，欧美等国家政策逐渐收缩，代表美国消费预期密歇根大学消费者信心指数降至10年多来最低水平，外需也同样难以继续增长。而投资方面，在基建、房地产、制造业投资三项中，制造业投资占比小且受当前疫情影响，基建与房地产就成为“稳增长”的重要抓手。要想“稳增长”，在当前的经济形势下，就必须要稳住房地产，发力基建，而这二者，也恰恰是一季度资本市场的主线行情。房地产已经成了当前“稳增长”的短板，面对地产行业的弱势，虽然从今年4月以来，各地的地方政府已纷纷开始放松地产政策，通过降低首付比例、提供购房补贴、取消限售等政策来提振地产销售。但事实表明，区域性小幅度的刺激政策难以提振房地产市场预期。同时，近期的疫情又进一步加大房地产销售修复的难度，需要全国性的刺激政策进一步发力来打破市场不断的负反馈。以房地产上下游贡献近20%的GDP来看，适当地降低新增购房需求的房贷利率，扭转居民购房预期，从而实现“稳增长”的目标，十分有必要。而对于房地产行业而言，缓解放弃融资压力也同样需要政策支持。民营房企债券的纷纷暴雷，给金融稳定带来了极大的压力。虽然今年以来政策不断释放民企融资的利好消息，但房企的“鬼故事”已经吓坏了资本市场，房企再融资的路径几乎冰封。通过调整房贷利率，引导居民购房增长房企销售收入，能够很好地改善房企的现金流，更进一步也有利于房企融资能力的改善。如果说这些都是“慢因素”，那四月社融数据的断崖式下跌，则是触发全国意义上的地产刺激政策的按键。根据央行在5月13日公布的4月社融数据，新增信贷同比“腰斩”，尤其是4月居民部门住房贷款减少了605亿元，同比少增4022亿元，贡献近半的信贷同比降幅。这表明，居民不仅不愿意买房子了，甚至宁愿还掉房贷，也不愿意新增贷款。冲上热搜的“还房贷觉得一身轻松”一定程度上已经证明了当前房贷人群的心理预期和状态。如果不能扭转当前这种居民不断降杠杆的预期，那么房地产销售数据可能会进一步恶化，这对于经济的“稳增长”而言，毫无疑问是极大的挑战。因此，在5月13日公布社融数据后，央行很快的就在5月15日出台了今年首个全国意义的上的房地产刺激政策，即降低首套住房按揭贷款利率下限，这对于刚需无房者而言，是一个确确实实的优惠政策。在不考虑其他约束条件下，也确实能够刺激刚需的购买需求。当然，在现实生活中，房贷利率并非约束消费者购房的核心矛盾，也非消费者购房决策的首要考虑因素，下调房贷利率对扭转预期的作用有限。但这最起码代表了监管对当前房地产市场呵护的态度，对于全国层面对房地产金融政策来说，意义重大。在调整了首套住房按揭贷款利率下限，市场其实普遍预期在5月20日的LPR报价公布日，5年期LPR不会做进一步调整，毕竟前一个政策的影响尚未显现，而且当前货币政策还受到中美利差倒挂与国内通胀的内外部压力，因此市场普遍预计央行不会进一步的下调LPR的报价。不过也正是因此，本次5年期LPR15个基点的下调幅度大超市场预期，同时也是LPR改革后最大降幅。不过如果从当前市场与经济的情况看，5年期LPR的调降又有必要性。其一在于政策力度，如前所述，5月13日“降低首套住房按揭贷款利率下限”的政策，信号意义要远大于实质意义，更多的是出于化解房地产风险的必要性、落实政治局宽松信号、对冲金融数据低迷的“坏消息”、提振市场预期等，但对于提振房地产销售方面，市场普遍并不报以乐观态度，毕竟对于一个真正有能力的刚需购房者而言，并不会因为房贷利率降低或提升了0.2%就因此而决定买或不买。既然政策有效性有限，为了稳房地产、稳经济增长，势必就需要更强力的政策出台，更进一步地扭转预期。其二在于相对于房地产增量市场而言，存量房贷的市场更大，政策的杠杆性更强。很多人在5月3日政策后，在网上反映现在受到疫情的影响，收入大幅度降低，也需要降低利率缓解居民的还贷压力。疫情后断供者越来越多、法拍房数量大幅度增长，这些都一定程度上表明了当前还款人的供贷压力。同时，通过调降5年期LPR缓解居民的利息支出压力，也能一定程度上从侧面刺激居民消费，这也是稳增长中的应有之意。后续有何影响？首先说对于资本市场的影响。无论是下调个人首套住房贷款利率下限20BP，还是下调5年期LPR15BP，这些可以说是在2016年之后鲜有的全国意义上的重磅房地产刺激政策，信号意义巨大，所以必然会引起资本市场一波巨大的炒作。5月13日政策发布后，万得房地产指数暴涨4.37%，狭义交易日又开盘大涨4.3%。但资本市场向来看重预期，最怕“靴子落地”。5月20日公布LPR后，房地产指数不涨反跌1.2%。对于房地产上市公司而言，政策目标或许已经来到了拐点，但对于那些已经暴雷和马上暴雷的房地产上市企业而言，能否坚持到最后，仍然是尚未可知。因此当前上市房企炒作的价值确实有，至于长期投资价值，则需要打上一个大大的问号。毕竟政策不是万能药，对于病入膏肓的病人来说，也是无能为力的。其次是对于房地产销售市场的影响。目前来看，房地产销售自去年7月以来已连续10个月同比负增长，而且近期受到疫情的影响，跌幅仍在加大。根据克而瑞统计，2022年4月，TOP50房企中超9成房企单月全口径销售额同比下滑，同比降幅基本在30%以上。如果可考虑到5月后疫情的扰动因素修复，今年下半年大概率房地产销售数据会持续的修复。同时，根据历史上房地产调控的经验来看，销售数据的改善会滞后于房贷利率下降约半年左右，但同时考虑到疫情对于销售的影响，以及线下消费活动的正常化，房地产销售的改善可能仍需要不短的时日。最后是对于居民新购房以及正在还贷款的人的影响。先说对于刚需购房者，按照5月13日和5月20日之后的政策来看，首套房的利率最低可以到4.25%，二套房利率最低可以达到5.05%。对于刚需来说，应该是一个非常具有吸引力的利率。至于说很多人关心的“现在要不要上车，要不要等等看”这类的问题，没有人能够买在绝对的低点，对于刚需者而言，短期后续LPR调降的空间已经非常小，房贷利率下降的空间有限，已经是一个相对不错的时点。当然，对于买房这件事，仁者见仁智者见智，没有绝对的正确，更多是个人的需求。另一类受到比较大影响的则是正在还贷的人群。一般来说，银行都是以5年期LPR作为基准，并进行一定的加点，与购房者在合同中约定利率，并每年调整一次。如果利率调整日期在5月20日之后的，那调整后的利率将比调整前低0.15%。至于很多约定在每年1月1日调整利率的，就只能等待到明年后才能享受到优惠的利率。而按照估算，如果贷款50万元，等额本息方式还款30年，大约一共能够减少利息支出1.6万元。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026991880,"gmtCreate":1653310078140,"gmtModify":1676535257512,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026991880","repostId":"1115112944","repostType":4,"repost":{"id":"1115112944","kind":"news","pubTimestamp":1653306175,"share":"https://ttm.financial/m/news/1115112944?lang=en_US&edition=fundamental","pubTime":"2022-05-23 19:42","market":"us","language":"zh","title":"Steady revenue, premium remains, Zoom continues to cut meat with a blunt knife?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115112944","media":"华尔街大事件","summary":"概括：ZM股票从2020年10月的高点急剧下跌，但其仍具有显著的增长溢价。尽管溢价需要消化，但市场并未给Zoom投资者任何喘息的机会。我们将评级从买入调整为卖出，估计在达到显著底部之前可能存在27%的","content":"<p><html><head></head><body><b>Summary:</b>ZM stock has fallen sharply from its October 2020 high, but it still has a significant growth premium. Although the premium needs to be digested, the market has not given<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Any respite for investors. We revised our rating from Buy to Sell, estimating that there could be 27% potential downside before reaching a significant bottom. We highlighted in a previous article that the Zoom Video (ZM) bubble has burst. However, we find it interesting that the market continues to digest its valuation, even though it is profitable on a GAAP basis.</p><p>Furthermore, the most conservative price target of $100 does not protect ZM stock from further price declines.</p><p>We revisited our paper to try to understand why the market remains so brutal despite the GAAP profitability of the sell-off in ZM stock. That's when we realized the market was likely pricing below expected EPS growth and the stock was still priced at a premium.</p><p>The market is continuing to digest its growth premium in a slow distribution process, dragging down bargain-hunting before falling further.</p><p>Therefore, we believe that the sell-off in ZM stock is likely to continue further. Despite having massive cash reserves of more than $5.4 billion (about 21% of its market capitalization), ZM investors have not been given any respite since October 2020.</p><p>Finally, we revised our rating on ZM stock from Buy to Sell. Given the significant normalization of ZM's EPS growth, we suspect that the current distribution process is designed to bring ZM stock valuation more in line with the normalization of the overall market.</p><p><b>ZM stock remains at premium pricing</b></p><p>Zoom's median P/E is 15.6x, which is significantly lower than its 10-year median of 17.7x. So it's clear that the market is pricing a slower growth for Zoom going forward, exacerbated by an aggressive rate hike and rising inflation.</p><p><img src=\"https://static.tigerbbs.com/543e27cd21bea297034626ff1a6e9730\" tg-width=\"554\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/></p><p>ZM Stock NTM Normalized P/E and NTM FCF Yield</p><p>Notably, ZM shares last traded at 23.67x NTM normalized P/E.<b>As a result, ZM still has a significant growth premium, although its earnings growth is likely to decline significantly in the coming years.</b></p><p>We believe the market is pricing FY23 below management's guidance in Q4.</p><p>Zoom's guidance for the most recent quarter was $1.07 billion, and its upcoming FQ1'23 earnings card rose 11.9% (up 12.3% year over year compared to the consensus estimate of $10.73).</p><p>Additionally, management guided FY23 revenue of $4.54 billion, up 10.7% year-over-year, in line with consensus estimates.</p><p><img src=\"https://static.tigerbbs.com/a203f730936df773281837cec135f3ba\" tg-width=\"554\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>Zoom Revenue Consensus Estimate (S&P Capital IQ)</p><p><img src=\"https://static.tigerbbs.com/dc080fbc8680762c511d850c75a4b492\" tg-width=\"554\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>Zoom GAAP EPS Consensus Estimate (S&P Capital IQ)</p><p><b>However, we think management and Wall Street may have underestimated the extent of the recovery in business travel.</b>We believe that Zoom's argument is unquestionably still relevant. However, being able to accurately forecast the growth rate of its reopening remains a major challenge.</p><p>Bloomberg reports that businesses see the global travel recovery as stronger than expected as the economy reopens to travelers. For example, FCM Travel emphasizes: \"The business is growing 80% of what it was in 2019 and has already exceeded pre-pandemic levels in some places. Its return is much stronger than anyone expected.\"</p><p>As a result, we are concerned that management may miss its guidance for FY23, which will impact its GAAP EPS.</p><p>Wall Street's consensus estimates suggest that Zoom's FY23 EPS could fall 60% year-over-year before rebounding in FY23.</p><p><b>So ZM stock needs to digest its pandemic bubble growth to find the bottom. However, if Zoom cuts its revenue for FY23 or even FY24, its EPS estimate risks further downward revisions.</b></p><p><b>epilogue</b></p><p>We think the market has been pricing Zoom's FY23 guidance. It is important to note that we have not observed market makers eagerly throwing their chips.</p><p>Instead, as the chart shows, they're just slow, deliberate distributions that have left holders losing money consistently over the past two years.</p><p><img src=\"https://static.tigerbbs.com/f1ca1aad9c8fa81c8e22880023ace78a\" tg-width=\"554\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/></p><p>ZM Stock Price Chart (TradingView)</p><p>Although ZM stock has fallen sharply from its October 2020 high, it is still trading at a premium.</p><p>Therefore, we believe there may be a continued downtrend to normalize its valuation subsequently. A more reasonable P/E would be around 17x, meaning Zoom still has 27.4% potential downside. So, we revised our rating on ZM stock from Buy to Sell.</p><p></body></html></p>","source":"lsy1643368503284","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>Steady revenue, premium remains, Zoom continues to cut meat with a blunt knife?</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\">\nSteady revenue, premium remains, Zoom continues to cut meat with a blunt knife?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街大事件</strong><span class=\"h-time small\">2022-05-23 19:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary:</b>ZM stock has fallen sharply from its October 2020 high, but it still has a significant growth premium. Although the premium needs to be digested, the market has not given<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Any respite for investors. We revised our rating from Buy to Sell, estimating that there could be 27% potential downside before reaching a significant bottom. We highlighted in a previous article that the Zoom Video (ZM) bubble has burst. However, we find it interesting that the market continues to digest its valuation, even though it is profitable on a GAAP basis.</p><p>Furthermore, the most conservative price target of $100 does not protect ZM stock from further price declines.</p><p>We revisited our paper to try to understand why the market remains so brutal despite the GAAP profitability of the sell-off in ZM stock. That's when we realized the market was likely pricing below expected EPS growth and the stock was still priced at a premium.</p><p>The market is continuing to digest its growth premium in a slow distribution process, dragging down bargain-hunting before falling further.</p><p>Therefore, we believe that the sell-off in ZM stock is likely to continue further. Despite having massive cash reserves of more than $5.4 billion (about 21% of its market capitalization), ZM investors have not been given any respite since October 2020.</p><p>Finally, we revised our rating on ZM stock from Buy to Sell. Given the significant normalization of ZM's EPS growth, we suspect that the current distribution process is designed to bring ZM stock valuation more in line with the normalization of the overall market.</p><p><b>ZM stock remains at premium pricing</b></p><p>Zoom's median P/E is 15.6x, which is significantly lower than its 10-year median of 17.7x. So it's clear that the market is pricing a slower growth for Zoom going forward, exacerbated by an aggressive rate hike and rising inflation.</p><p><img src=\"https://static.tigerbbs.com/543e27cd21bea297034626ff1a6e9730\" tg-width=\"554\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/></p><p>ZM Stock NTM Normalized P/E and NTM FCF Yield</p><p>Notably, ZM shares last traded at 23.67x NTM normalized P/E.<b>As a result, ZM still has a significant growth premium, although its earnings growth is likely to decline significantly in the coming years.</b></p><p>We believe the market is pricing FY23 below management's guidance in Q4.</p><p>Zoom's guidance for the most recent quarter was $1.07 billion, and its upcoming FQ1'23 earnings card rose 11.9% (up 12.3% year over year compared to the consensus estimate of $10.73).</p><p>Additionally, management guided FY23 revenue of $4.54 billion, up 10.7% year-over-year, in line with consensus estimates.</p><p><img src=\"https://static.tigerbbs.com/a203f730936df773281837cec135f3ba\" tg-width=\"554\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>Zoom Revenue Consensus Estimate (S&P Capital IQ)</p><p><img src=\"https://static.tigerbbs.com/dc080fbc8680762c511d850c75a4b492\" tg-width=\"554\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>Zoom GAAP EPS Consensus Estimate (S&P Capital IQ)</p><p><b>However, we think management and Wall Street may have underestimated the extent of the recovery in business travel.</b>We believe that Zoom's argument is unquestionably still relevant. However, being able to accurately forecast the growth rate of its reopening remains a major challenge.</p><p>Bloomberg reports that businesses see the global travel recovery as stronger than expected as the economy reopens to travelers. For example, FCM Travel emphasizes: \"The business is growing 80% of what it was in 2019 and has already exceeded pre-pandemic levels in some places. Its return is much stronger than anyone expected.\"</p><p>As a result, we are concerned that management may miss its guidance for FY23, which will impact its GAAP EPS.</p><p>Wall Street's consensus estimates suggest that Zoom's FY23 EPS could fall 60% year-over-year before rebounding in FY23.</p><p><b>So ZM stock needs to digest its pandemic bubble growth to find the bottom. However, if Zoom cuts its revenue for FY23 or even FY24, its EPS estimate risks further downward revisions.</b></p><p><b>epilogue</b></p><p>We think the market has been pricing Zoom's FY23 guidance. It is important to note that we have not observed market makers eagerly throwing their chips.</p><p>Instead, as the chart shows, they're just slow, deliberate distributions that have left holders losing money consistently over the past two years.</p><p><img src=\"https://static.tigerbbs.com/f1ca1aad9c8fa81c8e22880023ace78a\" tg-width=\"554\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/></p><p>ZM Stock Price Chart (TradingView)</p><p>Although ZM stock has fallen sharply from its October 2020 high, it is still trading at a premium.</p><p>Therefore, we believe there may be a continued downtrend to normalize its valuation subsequently. A more reasonable P/E would be around 17x, meaning Zoom still has 27.4% potential downside. So, we revised our rating on ZM stock from Buy to Sell.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/bhMOrKwTsJc-v8zTd9WhQg\">华尔街大事件</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68ecabaf0839ef091b4b154187e60fd4","relate_stocks":{"ZM":"Zoom"},"source_url":"https://mp.weixin.qq.com/s/bhMOrKwTsJc-v8zTd9WhQg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115112944","content_text":"概括：ZM股票从2020年10月的高点急剧下跌，但其仍具有显著的增长溢价。尽管溢价需要消化，但市场并未给Zoom投资者任何喘息的机会。我们将评级从买入调整为卖出，估计在达到显著底部之前可能存在27%的潜在下行空间。我们在之前的文章中强调了Zoom Video（ZM）的泡沫已经破裂。然而，我们发现有趣的是市场继续消化其估值，尽管其按公认会计准则计算是有利可图的。此外，100美元的最保守价格目标并不能保护ZM股票免受进一步价格下跌的影响。我们重新审视了我们的论文，试图了解为什么尽管ZM股票的抛售具有 GAAP盈利能力，但市场仍然如此残酷。那时我们意识到市场的定价可能低于预期的每股收益增长，而该股的定价仍处于溢价状态。市场正在缓慢的分销过程中继续消化其增长溢价，在进一步下跌之前拖累了逢低买盘。因此，我们认为ZM股票的抛售可能会进一步持续。尽管拥有超过54亿美元的巨额现金储备（约占其市值的21%），但自2020年10月以来，ZM投资者一直没有得到任何喘息的机会。最后，我们将 ZM 股票的评级从买入调整为卖出。鉴于ZM的每股收益增长显著正常化，我们怀疑当前的分配过程旨在使ZM股票估值更符合整体市场的正常化。ZM股票仍处于溢价定价Zoom的市盈率中值为15.6倍，明显低于其10年中值17.7倍。因此，很明显，市场正在为Zoom未来的增长放缓定价，激进的加息和通胀加剧加剧了这种情况。ZM股票NTM标准化P/E和NTM FCF收益率值得注意的是，ZM股票的最后交易价格为23.67倍的NTM标准化市盈率。因此，ZM仍有显著的增长溢价，尽管其盈利增长在未来几年可能会显著下降。我们认为，市场对23财年的定价低于管理层在第四季度的指导。Zoom最近一季的指引为 10.7亿美元，其即将推出的FQ1'23收益卡上涨11.9%（与普遍预期的10.73美元相比，同比上涨12.3%）。此外，管理层指导FY23收入为45.4亿美元，同比增长10.7%，符合市场普遍预期。Zoom收入共识估计（S&P Capital IQ）Zoom GAAP EPS共识估计（S&P Capital IQ）然而，我们认为管理层和华尔街可能低估了商务旅行的复苏程度。我们相信，Zoom 的论点毫无疑问仍然具有相关性。但是，能够准确预测其重新开放的增长率仍然是一项重大挑战。彭博社报道称，随着经济重新向旅行者开放，企业认为全球旅行复苏比预期更加强劲。例如，FCM Travel强调：“业务增长速度是 2019 年的 80%，并且在某些地方已经超过了大流行前的水平。它的回归比任何人预期的都要强大得多。”因此，我们担心管理层可能会错过其对 23 财年的指导，这将影响其 GAAP 每股收益。华尔街的共识估计表明，Zoom 的 23 财年每股收益可能会同比下降 60%，然后在 23 财年反弹。因此，ZM 股票需要消化其大流行的泡沫增长才能找到底部。但是，如果 Zoom 将 23 财年甚至 24 财年的收入下调，其每股收益估计将面临进一步下调的风险。结语我们认为市场一直在定价 Zoom 的23 财年的指引。值得注意的是，我们没有观察到做市商迫切地抛出筹码。相反，如图所示，它们只是缓慢的、蓄意的分发，在过去两年中让持有者持续亏损。ZM股价走势图（TradingView）尽管ZM股票从2020年10月的高点大幅下跌，但其交易价格仍处于溢价状态。因此，我们认为随后可能会持续呈现下跌趋势以使其估值正常化。更合理的市盈率将在17倍左右，这意味着Zoom仍有27.4%的潜在下行空间。所以，我们将ZM股票的评级从买入调整为卖出。","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":2791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026991102,"gmtCreate":1653310058106,"gmtModify":1676535257513,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026991102","repostId":"1126290013","repostType":4,"isVote":1,"tweetType":1,"viewCount":2722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026991917,"gmtCreate":1653310038939,"gmtModify":1676535257505,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026991917","repostId":"1164195300","repostType":4,"repost":{"id":"1164195300","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1653306799,"share":"https://ttm.financial/m/news/1164195300?lang=en_US&edition=fundamental","pubTime":"2022-05-23 19:53","market":"us","language":"zh","title":"Apple, Microsoft, Google, Amazon, the performance dilemmas of the giants","url":"https://stock-news.laohu8.com/highlight/detail?id=1164195300","media":"格隆汇投资学苑","summary":"01 近期的大跌在交易什么？纳斯达克100指数（QQQ）年初至今已回撤28%，陷入熊市水平。最近更是弱得很彻底，几次反弹都仅持续一天，比如上周二，上上周五。这都是在交易什么呢？答案很直观：衰退。去年底","content":"<p><html><head></head><body><b>01 What is trading in the recent big drop?</b></p><p><img src=\"https://static.tigerbbs.com/af8edd95d8668cffdcd24c533f4bd9b1\" tg-width=\"1080\" tg-height=\"575\" referrerpolicy=\"no-referrer\"/></p><p>The Nasdaq 100 Index (QQQ) has pullback/retracement 28% YTD, falling into bear market levels. Recently, it has been very weak, and several rebounds have lasted only one day, such as last Tuesday and last Friday. What's all this trading? The answer is intuitive: recession.</p><p>Beginning late last year, the Federal Reserve pivoted policy in response to the highest levels of inflation in decades. In this process, the magnitude and expectation of rate hike have been increased all the way. Last month, for a long time, the market even thought that a single rate hike of 75 basis points was a relatively high probability event.</p><p>Of course, this statement was basically ruled out by Powell. The current rate hike expects the benchmark interest rate to reach 2.75% at the end of the year, which has basically not changed since May; The benchmark interest rate is expected to be less than 3% by the end of 23, and last month this figure was basically around 3.25% (reflecting two rate hike next year).</p><p><img src=\"https://static.tigerbbs.com/ba9c1808c4381b077a7d4307844e3154\" tg-width=\"1080\" tg-height=\"743\" referrerpolicy=\"no-referrer\"/></p><p>Behind this is the Fed's strategy of \"pre-rate hike\", which increases the rate hike in order to quickly reduce inflation and achieve a soft landing. However, with the release of the company's results and guidelines,<b>The market is increasingly worried about the high probability of a hard landing (recession), just to see how much the recession can be controlled</b>。 This is also obvious from the trend of the bond market-the yield of 10-year Treasury bonds fell from a high of 3.2% to 2.79% in two weeks, a drop of 41 basis points.</p><p><img src=\"https://static.tigerbbs.com/9845e1d0cee2152e0ac94ad55d280e82\" tg-width=\"1080\" tg-height=\"747\" referrerpolicy=\"no-referrer\"/></p><p><b>02 Giant Performance</b></p><p><b>1. Apple</b></p><p>Both revenue and EPS exceeded expectations: operating income was 97.278 billion, up 8.59% year-on-year, and expected to be 93.98 billion, exceeding expectations by 3.5%; EPS 1.52, up 8.57% Y/Y, $1.43 expected, beating estimates by 6.3%. EPS exceeds expectations significantly more than revenue. It can be intuitively seen that Apple's profit control level is excellent (supply chain control, internal management, investment, etc.). In addition, Apple's strong brand mentality and pricing power have always been behind it.</p><p><img src=\"https://static.tigerbbs.com/24103c67c78d8d0612329937bca3afe4\" tg-width=\"1053\" tg-height=\"633\" referrerpolicy=\"no-referrer\"/></p><p>On the conference call, CEO Cook said: Can't survive the COVID-19 pandemic, supply chain disorder, and the Russia-Ukraine war alone. Q2 revenue may decrease by $4-8 billion year-over-year because of these impacts.</p><p>That is to say, Apple's performance itself is good, but its expectations for the future are pessimistic. What's even more worrying is that Apple's valuation is still on the high side when the recession is likely to come true-</p><p><img src=\"https://static.tigerbbs.com/22dda42b06fae51c62bc1e062713484d\" tg-width=\"1080\" tg-height=\"747\" referrerpolicy=\"no-referrer\"/></p><p>As of May 19, Apple NTM PE 23x, Mar 20 low around 18x. In 18 years, due to the superimposed influence of economic cycle and product cycle (the XS generation pulled its crotch, and Huawei's high-end rise), the valuation was even lower (low point 12x). The current situation is that the impact of the product cycle is relatively small, but the valuation to 20x is not excessive (MR can't count on it for the time being, and building a car is even more suspended), which means that there is room for a decline of about 15%.</p><p><b>2. Microsoft</b></p><p>The performance will not be updated much, and there are basically no dead ends, highlighting the stability of the old empire. You can refer to the model and target price of GS for Microsoft.</p><p><img src=\"https://static.tigerbbs.com/c5b96246b3e6b476b64d1c2bdfeb49be\" tg-width=\"1080\" tg-height=\"745\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/634305503529e18ad43ef706772ec8f9\" tg-width=\"1080\" tg-height=\"746\" referrerpolicy=\"no-referrer\"/></p><p>As of May 19, Microsoft NTM PE 24.8x, Mar 20 low 23.3x, end 18 around 21x. According to the low point in March, 2020, the valuation decline space is about 6%, which is not too big.</p><p><b>3. Google</b></p><p>Revenue in line, EPS miss: Revenue 68.01 billion, +23% YoY, 67.98 billion expected; EPS24.62, -6.35% YoY, Expected 25.71. Net income 16.44 billion, -8.3% y/y, 17.4 billion expected.</p><p><img src=\"https://static.tigerbbs.com/f34073ee2f8b6ecad2713b16c4be71b0\" tg-width=\"1080\" tg-height=\"657\" referrerpolicy=\"no-referrer\"/></p><p>The cost side (gross profit margin, three rates) is normal, and the marketing expense ratio has increased month-on-month, but it is basically the same as the same period last year. Operating profit of 20.09 billion, +22% year-on-year; The operating profit margin was 30%, higher than the expected 28.8%, and there was little problem in operation (the growth rate slowed down within the market expectation). The year-on-year decrease in net profit was mainly due to other income/expenses (securities investment) -1.16 billion, compared with +4.85 billion in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/0ab463cc8e2aa42bae7bb27bc71f5f72\" tg-width=\"1080\" tg-height=\"657\" referrerpolicy=\"no-referrer\"/></p><p>In terms of split business, search advertising is +24.3% year-on-year, but Youtube is only +14.4% year-on-year (market expectation +23.2%). Reasons why Youtube's growth has suffered a big setback:<b>Tiktok competition, Apple's new privacy policy (advertising accuracy issues), inflation, spillovers from the Russia-Ukraine conflict (mainly in Europe), of which the first two have more long-term impacts.</b></p><p><img src=\"https://static.tigerbbs.com/52bf601b6c7cb1f83a1b1d35f062d839\" tg-width=\"832\" tg-height=\"453\" referrerpolicy=\"no-referrer\"/></p><p>NTMPE 18.5x, already a 5-year low, and the March 20 low was about 20x. From this valuation level, there is not much room for further killing (even as a traditional industry, this valuation is not expensive). Of course, there is a common saying in the industry that \"don't buy technology stocks when they are cheap\", which reflects the problem of product life cycle, which is often more terrible than the economic cycle when it arrives.</p><p><b>4. Amazon</b></p><p>The results have been poor this earnings season. Revenue of $116.40 billion, up 7.3% year-over-year, compared with the estimate of $125 billion. Guided Q2 revenue of $116 billion-$121 billion, which was lower than market expectations of $125.5 billion. Based on the median guidance of 1185, it was 6% lower than expected. EPS-$7.56, + $8.40 expected. Guided Q2 operating profit between-1 billion and $3 billion.</p><p><img src=\"https://static.tigerbbs.com/e4e003fce051ec8c2c575d18952239bd\" tg-width=\"1080\" tg-height=\"636\" referrerpolicy=\"no-referrer\"/></p><p>Costs have basically increased slightly, and inflation and supply chain pressures are still not small: Amazon imposed a 5% service fee on sellers for the first time this month, and raised Prime prices from $119 to $139 last fiscal quarter. But operating margin still slipped to 3.2% from 8.2% a year earlier.</p><p><img src=\"https://static.tigerbbs.com/bdbbfdf82debd610381949c61d0e39a2\" tg-width=\"1080\" tg-height=\"638\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Free cash flow: $18.6 billion in net outflows (last 12 months), compared to $26.4 billion in net inflows in the same period last year. Behind it is a large investment in performance infrastructure and the acquisition of MGM.</p><p>Note: Q1Rivian's shares fell by about 52%, reducing the market value of Amazon's holdings by $7.6 billion.</p><p><img src=\"https://static.tigerbbs.com/6c2b54121a3dd6d18bf0bfdfe5000c74\" tg-width=\"656\" tg-height=\"391\" referrerpolicy=\"no-referrer\"/></p><p>Amazon's FCF has declined significantly in recent quarters (acquisitions, investments, etc.), and the valuation doesn't have much to compare. However, considering the overall ebbing of the consumer Internet (there is little room for the growth of e-commerce penetration rate), the stock price does not seem to have much support or flexibility.</p><p>There is not much about Meta and Netflix. The thunderstorm of 21Q4 performance has obviously reflected that the product life cycle has reached the end. Although the valuation of this position is not expensive, it is difficult for people to want to fish the bottom. Both Tesla and Nvidia belong to the long-term period, with short-term fundamentals headwinds, but the long-term growth prospects are still positive.</p><p><b>03 Shangchao Financial Report Thunderstorm: Aggravating Stagflation/Recession Worries</b></p><p>Last week, Shangchao stocks had continuous thunderstorms. Walmart, Target, and Ross performed-11%, -25%, and-22%, respectively, on the day of earnings. For the historically stable must-choose consumer sector, it simply fell out of the feeling of destruction. In fact, the reasons are similar, and they are too heavily affected by inflation. Let's look at Wal-Mart- -</p><p><img src=\"https://static.tigerbbs.com/ab7efb822f462481b294a17ac9c39128\" tg-width=\"1080\" tg-height=\"748\" referrerpolicy=\"no-referrer\"/></p><p>In fact, there is little problem with Wal-Mart's revenue this quarter (141.57 billion vs. the expected 139.09 billion), mainly because there is a problem with EPS.</p><p>-Beyond-expected supply chain problems: high oil prices and e-commerce fulfillment costs;</p><p>-The shift in product mix to groceries puts pressure on gross margins;</p><p>-General commodity price reductions of $100 million more than expected;</p><p>-Increased labor/administrative costs.</p><p>This means that Wal-Mart is not passing inflationary pressures on to consumers or upstream suppliers. From management's guidance, this year's EPS is expected to be-1% year-on-year, which means that Wal-Mart will continue to face cost pressure.</p><p><b>04 Summary</b></p><p>The results and guidance for this quarter seem to be precursors of stagflation and recession, but the economy itself is a cycle, and where there is prosperity, there will be troughs, so there is no need to be overly pessimistic. At present, we are in the middle of the recession narrative. No one can tell where it will fall or what new ghost stories will come out, but we might as well take this opportunity to deepen our research and reflection. After all, few people do this when the wind is smooth.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Microsoft, Google, Amazon, the performance dilemmas of the giants</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\">\nApple, Microsoft, Google, Amazon, the performance dilemmas of the giants\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time smaller\">2022-05-23 19:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>01 What is trading in the recent big drop?</b></p><p><img src=\"https://static.tigerbbs.com/af8edd95d8668cffdcd24c533f4bd9b1\" tg-width=\"1080\" tg-height=\"575\" referrerpolicy=\"no-referrer\"/></p><p>The Nasdaq 100 Index (QQQ) has pullback/retracement 28% YTD, falling into bear market levels. Recently, it has been very weak, and several rebounds have lasted only one day, such as last Tuesday and last Friday. What's all this trading? The answer is intuitive: recession.</p><p>Beginning late last year, the Federal Reserve pivoted policy in response to the highest levels of inflation in decades. In this process, the magnitude and expectation of rate hike have been increased all the way. Last month, for a long time, the market even thought that a single rate hike of 75 basis points was a relatively high probability event.</p><p>Of course, this statement was basically ruled out by Powell. The current rate hike expects the benchmark interest rate to reach 2.75% at the end of the year, which has basically not changed since May; The benchmark interest rate is expected to be less than 3% by the end of 23, and last month this figure was basically around 3.25% (reflecting two rate hike next year).</p><p><img src=\"https://static.tigerbbs.com/ba9c1808c4381b077a7d4307844e3154\" tg-width=\"1080\" tg-height=\"743\" referrerpolicy=\"no-referrer\"/></p><p>Behind this is the Fed's strategy of \"pre-rate hike\", which increases the rate hike in order to quickly reduce inflation and achieve a soft landing. However, with the release of the company's results and guidelines,<b>The market is increasingly worried about the high probability of a hard landing (recession), just to see how much the recession can be controlled</b>。 This is also obvious from the trend of the bond market-the yield of 10-year Treasury bonds fell from a high of 3.2% to 2.79% in two weeks, a drop of 41 basis points.</p><p><img src=\"https://static.tigerbbs.com/9845e1d0cee2152e0ac94ad55d280e82\" tg-width=\"1080\" tg-height=\"747\" referrerpolicy=\"no-referrer\"/></p><p><b>02 Giant Performance</b></p><p><b>1. Apple</b></p><p>Both revenue and EPS exceeded expectations: operating income was 97.278 billion, up 8.59% year-on-year, and expected to be 93.98 billion, exceeding expectations by 3.5%; EPS 1.52, up 8.57% Y/Y, $1.43 expected, beating estimates by 6.3%. EPS exceeds expectations significantly more than revenue. It can be intuitively seen that Apple's profit control level is excellent (supply chain control, internal management, investment, etc.). In addition, Apple's strong brand mentality and pricing power have always been behind it.</p><p><img src=\"https://static.tigerbbs.com/24103c67c78d8d0612329937bca3afe4\" tg-width=\"1053\" tg-height=\"633\" referrerpolicy=\"no-referrer\"/></p><p>On the conference call, CEO Cook said: Can't survive the COVID-19 pandemic, supply chain disorder, and the Russia-Ukraine war alone. Q2 revenue may decrease by $4-8 billion year-over-year because of these impacts.</p><p>That is to say, Apple's performance itself is good, but its expectations for the future are pessimistic. What's even more worrying is that Apple's valuation is still on the high side when the recession is likely to come true-</p><p><img src=\"https://static.tigerbbs.com/22dda42b06fae51c62bc1e062713484d\" tg-width=\"1080\" tg-height=\"747\" referrerpolicy=\"no-referrer\"/></p><p>As of May 19, Apple NTM PE 23x, Mar 20 low around 18x. In 18 years, due to the superimposed influence of economic cycle and product cycle (the XS generation pulled its crotch, and Huawei's high-end rise), the valuation was even lower (low point 12x). The current situation is that the impact of the product cycle is relatively small, but the valuation to 20x is not excessive (MR can't count on it for the time being, and building a car is even more suspended), which means that there is room for a decline of about 15%.</p><p><b>2. Microsoft</b></p><p>The performance will not be updated much, and there are basically no dead ends, highlighting the stability of the old empire. You can refer to the model and target price of GS for Microsoft.</p><p><img src=\"https://static.tigerbbs.com/c5b96246b3e6b476b64d1c2bdfeb49be\" tg-width=\"1080\" tg-height=\"745\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/634305503529e18ad43ef706772ec8f9\" tg-width=\"1080\" tg-height=\"746\" referrerpolicy=\"no-referrer\"/></p><p>As of May 19, Microsoft NTM PE 24.8x, Mar 20 low 23.3x, end 18 around 21x. According to the low point in March, 2020, the valuation decline space is about 6%, which is not too big.</p><p><b>3. Google</b></p><p>Revenue in line, EPS miss: Revenue 68.01 billion, +23% YoY, 67.98 billion expected; EPS24.62, -6.35% YoY, Expected 25.71. Net income 16.44 billion, -8.3% y/y, 17.4 billion expected.</p><p><img src=\"https://static.tigerbbs.com/f34073ee2f8b6ecad2713b16c4be71b0\" tg-width=\"1080\" tg-height=\"657\" referrerpolicy=\"no-referrer\"/></p><p>The cost side (gross profit margin, three rates) is normal, and the marketing expense ratio has increased month-on-month, but it is basically the same as the same period last year. Operating profit of 20.09 billion, +22% year-on-year; The operating profit margin was 30%, higher than the expected 28.8%, and there was little problem in operation (the growth rate slowed down within the market expectation). The year-on-year decrease in net profit was mainly due to other income/expenses (securities investment) -1.16 billion, compared with +4.85 billion in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/0ab463cc8e2aa42bae7bb27bc71f5f72\" tg-width=\"1080\" tg-height=\"657\" referrerpolicy=\"no-referrer\"/></p><p>In terms of split business, search advertising is +24.3% year-on-year, but Youtube is only +14.4% year-on-year (market expectation +23.2%). Reasons why Youtube's growth has suffered a big setback:<b>Tiktok competition, Apple's new privacy policy (advertising accuracy issues), inflation, spillovers from the Russia-Ukraine conflict (mainly in Europe), of which the first two have more long-term impacts.</b></p><p><img src=\"https://static.tigerbbs.com/52bf601b6c7cb1f83a1b1d35f062d839\" tg-width=\"832\" tg-height=\"453\" referrerpolicy=\"no-referrer\"/></p><p>NTMPE 18.5x, already a 5-year low, and the March 20 low was about 20x. From this valuation level, there is not much room for further killing (even as a traditional industry, this valuation is not expensive). Of course, there is a common saying in the industry that \"don't buy technology stocks when they are cheap\", which reflects the problem of product life cycle, which is often more terrible than the economic cycle when it arrives.</p><p><b>4. Amazon</b></p><p>The results have been poor this earnings season. Revenue of $116.40 billion, up 7.3% year-over-year, compared with the estimate of $125 billion. Guided Q2 revenue of $116 billion-$121 billion, which was lower than market expectations of $125.5 billion. Based on the median guidance of 1185, it was 6% lower than expected. EPS-$7.56, + $8.40 expected. Guided Q2 operating profit between-1 billion and $3 billion.</p><p><img src=\"https://static.tigerbbs.com/e4e003fce051ec8c2c575d18952239bd\" tg-width=\"1080\" tg-height=\"636\" referrerpolicy=\"no-referrer\"/></p><p>Costs have basically increased slightly, and inflation and supply chain pressures are still not small: Amazon imposed a 5% service fee on sellers for the first time this month, and raised Prime prices from $119 to $139 last fiscal quarter. But operating margin still slipped to 3.2% from 8.2% a year earlier.</p><p><img src=\"https://static.tigerbbs.com/bdbbfdf82debd610381949c61d0e39a2\" tg-width=\"1080\" tg-height=\"638\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Free cash flow: $18.6 billion in net outflows (last 12 months), compared to $26.4 billion in net inflows in the same period last year. Behind it is a large investment in performance infrastructure and the acquisition of MGM.</p><p>Note: Q1Rivian's shares fell by about 52%, reducing the market value of Amazon's holdings by $7.6 billion.</p><p><img src=\"https://static.tigerbbs.com/6c2b54121a3dd6d18bf0bfdfe5000c74\" tg-width=\"656\" tg-height=\"391\" referrerpolicy=\"no-referrer\"/></p><p>Amazon's FCF has declined significantly in recent quarters (acquisitions, investments, etc.), and the valuation doesn't have much to compare. However, considering the overall ebbing of the consumer Internet (there is little room for the growth of e-commerce penetration rate), the stock price does not seem to have much support or flexibility.</p><p>There is not much about Meta and Netflix. The thunderstorm of 21Q4 performance has obviously reflected that the product life cycle has reached the end. Although the valuation of this position is not expensive, it is difficult for people to want to fish the bottom. Both Tesla and Nvidia belong to the long-term period, with short-term fundamentals headwinds, but the long-term growth prospects are still positive.</p><p><b>03 Shangchao Financial Report Thunderstorm: Aggravating Stagflation/Recession Worries</b></p><p>Last week, Shangchao stocks had continuous thunderstorms. Walmart, Target, and Ross performed-11%, -25%, and-22%, respectively, on the day of earnings. For the historically stable must-choose consumer sector, it simply fell out of the feeling of destruction. In fact, the reasons are similar, and they are too heavily affected by inflation. Let's look at Wal-Mart- -</p><p><img src=\"https://static.tigerbbs.com/ab7efb822f462481b294a17ac9c39128\" tg-width=\"1080\" tg-height=\"748\" referrerpolicy=\"no-referrer\"/></p><p>In fact, there is little problem with Wal-Mart's revenue this quarter (141.57 billion vs. the expected 139.09 billion), mainly because there is a problem with EPS.</p><p>-Beyond-expected supply chain problems: high oil prices and e-commerce fulfillment costs;</p><p>-The shift in product mix to groceries puts pressure on gross margins;</p><p>-General commodity price reductions of $100 million more than expected;</p><p>-Increased labor/administrative costs.</p><p>This means that Wal-Mart is not passing inflationary pressures on to consumers or upstream suppliers. From management's guidance, this year's EPS is expected to be-1% year-on-year, which means that Wal-Mart will continue to face cost pressure.</p><p><b>04 Summary</b></p><p>The results and guidance for this quarter seem to be precursors of stagflation and recession, but the economy itself is a cycle, and where there is prosperity, there will be troughs, so there is no need to be overly pessimistic. At present, we are in the middle of the recession narrative. No one can tell where it will fall or what new ghost stories will come out, but we might as well take this opportunity to deepen our research and reflection. After all, few people do this when the wind is smooth.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/418c8e44b0e296045dbb80704fbfa531","relate_stocks":{"AMZN":"亚马逊","MSFT":"微软","AAPL":"苹果","GOOGL":"谷歌A"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164195300","content_text":"01 近期的大跌在交易什么？纳斯达克100指数（QQQ）年初至今已回撤28%，陷入熊市水平。最近更是弱得很彻底，几次反弹都仅持续一天，比如上周二，上上周五。这都是在交易什么呢？答案很直观：衰退。去年底开始，美联储政策转向，以应对几十年来最高的通胀水平。在这个过程中又一路提升加息的幅度和预期，上个月有比较长一段时间市场甚至认为单次加息75个基点是比较大概率的事件。当然，这个说法基本被鲍威尔排除了，现在的加息预期是年底基准利率达到2.75%，这个数5月以来基本没有变过；到23年底基准利率预期为不到3%，上个月这个数基本在3.25%左右（反映明年加息2次）。这背后反映的是美联储“加息前置”的策略，加大加息幅度，以求迅速将通胀降下去，实现软着陆。但随着公司业绩及指引的发布，市场越来越担忧这次大概率得硬着陆了（衰退），只看衰退的幅度能控制在多少。这一点，从债市的走势也看得很明显——10年国债收益率2周时间从3.2%的高点跌至2.79%，跌幅达41个基点。02 巨头业绩1. 苹果营收和EPS双超预期：营业收入972.78亿，同比增长8.59%，预期939.8亿，超预期3.5%；EPS 1.52，同比增长8.57%，预期1.43美元，超预期6.3%。EPS超预期幅度显著大于营收，可以直观看出苹果的利润控制水平优秀（供应链管控，内部管理，投资etc.），另外背后也有苹果一直以来的强品牌心智和定价权。电话会议上CEO库克表示：无法在新冠肺炎疫情、供应链紊乱、俄乌战争期间独善其身。Q2收入可能因为这些影响同比减少40-80亿美元。也就是说苹果的业绩本身是不错的，但对于未来的预期偏悲观，更令人担忧的是，在衰退大概率成真的情况下，苹果的估值还是偏高——截止5月19日，苹果NTM PE 23x，20年3月低点约18x。18年由于经济周期和产品周期叠加影响（出的XS一代拉胯，华为高端崛起），估值杀得更低（低点12x）。现状是产品周期的影响比较小，但估值到20x也不过分（MR暂时指望不上，造车更悬），也就意味着15%左右的跌幅空间。2. 微软业绩就不多更新了，基本没有死角，突出老牌帝国的稳健。可以参考看看GS对于微软的模型以及目标价。截止5月19日，微软NTM PE 24.8x，20年3月低点23.3x，18年底21x左右。按20年3月低点对标，估值跌幅空间6%左右，已不太大。3. 谷歌营收in line，EPS miss：营收680.1亿，同比+23%，预期679.8亿；EPS24.62，同比-6.35%，预期25.71。净利润164.4亿，同比-8.3%，预期174亿。成本端（毛利率、三费率）正常，营销费用率环比有所提升，但是和去年同期基本一致。经营利润200.9亿，同比+22%；经营利润率30%，高于预期的28.8%，经营上问题不大（增速放缓在市场预期内）。净利润同比下降主要在其他收入/支出（证券投资）-11.6亿，去年同期+48.5亿。拆分业务来看，搜索广告同比+24.3%，但Youtube同比仅+14.4%（市场预期+23.2%）。Youtube增长大幅受挫的原因：Tiktok竞争、苹果隐私新政（广告精确度问题）、通胀、俄乌冲突外溢（主要为欧洲），其中前两个影响更为长期。NTMPE 18.5x，已是5年最低位，20年3月低点为约20x。从这个估值水平来看，进一步下杀的空间已经不大（就算当个传统行业来看，这个估值也不贵了）。当然，业内普遍有“不要在便宜的时候买科技股”的说法，这背后反映的是产品生命周期的问题，这个周期到的时候往往比经济周期更可怕。4. 亚马逊这个财报季业绩很差。营收1164.0亿美元，同比增长7.3%，预期1250亿美元。指引Q2营收1160亿-1210亿美元，低于市场预期的1255亿美元。按指引中值1185计，低于预期6%。EPS -7.56美元，预期+8.40美元。指引Q2运营利润在-10亿到30亿美元之间。各项成本基本小幅增长，通胀和供应链压力仍然不小：本月亚马逊首次向卖家征收5%服务费，并且上个财季将Prime价格从119美元提高至139美元。但经营利润率仍从去年同期8.2%下滑到3.2%。自由现金流：186亿美元净流出（过去12个月），去年同期264亿美元净流入。背后是大量投资履约基建，以及收购米高梅。注：Q1Rivian的股价下跌了约52%，令亚马逊所持市值减少76亿美元。亚马逊近几个季度FCF大幅下降（收购、投资等），估值没有太多可比性。不过考虑到消费互联网整体退潮（电商渗透率增长空间不大了），股价也似乎没有太多支撑或弹性。关于Meta和奈飞就不过多展开了，21Q4业绩的暴雷已明显反映出产品生命周期已到末端，这个位置虽然说估值也不贵，但很难让人想去捞底。特斯拉和英伟达都属于长久期，基本面短期逆风，但长期的增长前景仍然向好。03 商超财报暴雷：加剧滞胀/衰退担忧上周商超股连续暴雷。沃尔玛、塔吉特、罗斯百货，财报当天表现分别为-11%、-25%、-22%。对于历来稳健的必选消费板块来说，简直跌出了毁灭的感觉。原因其实都差不多，受通胀影响太重了。我们从沃尔玛来看——其实这季度沃尔玛营收问题不大（1415.7亿vs预期的1390.9亿），主要是EPS出了问题。- 超预期的供应链问题：油价和电商履约成本过高；- 产品组合转向日用杂货给毛利带来压力；- 一般性商品降价比预期多1亿美元；- 人工/管理成本上升。这也就意味着沃尔玛并没有将通胀的压力转嫁给消费者或上游供应商。从管理层的指引来看，今年EPS预期将同比-1%，也就是说沃尔玛会持续面临成本压力。04 小结这个季度的业绩和指引似乎都是滞胀和衰退前兆，但经济本身就是一个个周期，有繁荣就会有低谷，所以也不用过度悲观。目前我们处于衰退叙事的正中间段，谁也说不准会跌到哪，又会出什么新鬼故事，但不妨趁这个机会加深研究和反思，毕竟少有人在顺风顺水的时候做这个。","news_type":1,"symbols_score_info":{"AMZN":0.9,"GOOGL":0.9,"AAPL":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":2303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029511380,"gmtCreate":1652797619740,"gmtModify":1676535163590,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029511380","repostId":"1165989215","repostType":4,"isVote":1,"tweetType":1,"viewCount":2712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029513963,"gmtCreate":1652797531552,"gmtModify":1676535163566,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029513963","repostId":"1105191089","repostType":4,"repost":{"id":"1105191089","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1652758592,"share":"https://ttm.financial/m/news/1105191089?lang=en_US&edition=fundamental","pubTime":"2022-05-17 11:36","market":"us","language":"zh","title":"Who is the second Tesla? Soros is betting heavily on this","url":"https://stock-news.laohu8.com/highlight/detail?id=1105191089","media":"Wind万得","summary":"现在说起电动车，全球投资者头脑中浮现的第一个品牌基本都是特斯拉。随着电动车产业的发展，除特斯拉之外还有400多个大大小小的品牌，这其中一定会出现一家或几家可以和特斯拉相抗衡的企业，索罗斯就重金押注其中","content":"<p><html><head></head><body>Now, when it comes to electric cars, the first brands that come to mind for global investors are basically<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。 With the development of the electric vehicle industry, there are more than 400 brands, large and small, besides Tesla. Among them, there will be one or several companies that can compete with Tesla, and Soros is betting heavily on one of them.</p><p>With the development of the past ten years, the electric vehicle market has become more and more mature, and more and more brands have emerged. Tesla has always occupied the largest sales share of the market with the best sales of Model 3 and Model Y. From 21% in 2017 to 28% in 2020, its market share declined last year, falling to 26%.</p><p><img src=\"https://static.tigerbbs.com/49a0af26df2ce148f6c10ecf34f487ac\" tg-width=\"796\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p>According to incomplete statistics, in the first quarter of 2022, a total of 417 EV models were on sale in the global market, and 264 were produced in the Chinese market. With so many brands fighting, it is difficult for Tesla to keep its lead all the time, and investment bosses are also looking for the \"next Tesla\". Soros has always been fond of American electric pickup brand Rivian.</p><p>According to the 13F position report disclosed last week, the largest holding stock of Soros's Quantum Fund is still Rivian, holding about 19.84 million shares, with a market value of about 997 million USD, accounting for 15.16% of the investment portfolio. Rivian is a newly opened stock by Soros in the fourth quarter of last year. After opening a position, it became the first heavyweight stock. By the first quarter of this year, the number of positions held has not changed from the previous quarter, but the market value has shrunk significantly, because Rivian has dropped by nearly 80% since the beginning of the year.</p><p><img src=\"https://static.tigerbbs.com/8570e93d4ecfa96dc6e387203f2bea3d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Soros not only has a heavy position in Rivian stocks, but also from the change of position ratio, the highest buy in Q1 was Rivian's call options.</p><p>Founded in 2009, later than Tesla, Rivian is an electric vehicle and autonomous driving technology manufacturer in the United States. Rivian, unlike Tesla, has chosen a track that is extremely likable in the United States from the start-electric pickup trucks. Prior to its listing, Rivian was sought after by capital. In 2019 alone, Rivian raised $2.85 billion in funding through 4 funding rounds. Its investors include<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/F\">Ford Motor</a>、<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>And other well-known enterprises and institutions, among which investors such as Amazon and BlackRock have even participated in it many times. However, before the official launch, Rivian didn't have a real production car to deliver to the average user.</p><p>Although Soros has a heavy position, Rivian's operating data is not good-looking. Q1 financial report shows that Rivian's revenue is US$95 million, lower than the market consensus of US$131.2 million; Net loss of $1,593 million compared to $414 million in the same period last year; Adjusted loss per share was $1.43, slightly better than market expectations of $1.45. It comes after Rivian cut its planned 2022 production in half to 25,000 units, only half of what the company promised investors during its IPO roadshow last year.</p><p>Since production began in the third quarter of last year, Rivian had built 1,015 vehicles and delivered 920 by the end of 2021. When you add production in the first quarter of this year, the total production reached 3,568 units.</p><p>Rivian's Normal, Illinois plant currently has an annual production capacity of 150,000 vehicles, and the company said it plans to increase the plant's annual production capacity to 200,000 vehicles by 2023. Another Rivian plant, scheduled to go live in 2024, will eventually produce 400,000 vehicles a year and produce batteries.</p><p>Not only is Soros optimistic,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Also maintains an \"overweight\" rating on Rivian. Analyst Adam Jonas said: \"After taking all kinds of undesirable factors into account, even though the overall stock market is depressed at present, we think the company's current share price is still slightly lower. By estimation, the current share price is not enough to reflect the company's annual sales forecast of 200,000 trams in 2030\".</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Who is the second Tesla? Soros is betting heavily on this</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\">\nWho is the second Tesla? Soros is betting heavily on this\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2022-05-17 11:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Now, when it comes to electric cars, the first brands that come to mind for global investors are basically<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。 With the development of the electric vehicle industry, there are more than 400 brands, large and small, besides Tesla. Among them, there will be one or several companies that can compete with Tesla, and Soros is betting heavily on one of them.</p><p>With the development of the past ten years, the electric vehicle market has become more and more mature, and more and more brands have emerged. Tesla has always occupied the largest sales share of the market with the best sales of Model 3 and Model Y. From 21% in 2017 to 28% in 2020, its market share declined last year, falling to 26%.</p><p><img src=\"https://static.tigerbbs.com/49a0af26df2ce148f6c10ecf34f487ac\" tg-width=\"796\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p>According to incomplete statistics, in the first quarter of 2022, a total of 417 EV models were on sale in the global market, and 264 were produced in the Chinese market. With so many brands fighting, it is difficult for Tesla to keep its lead all the time, and investment bosses are also looking for the \"next Tesla\". Soros has always been fond of American electric pickup brand Rivian.</p><p>According to the 13F position report disclosed last week, the largest holding stock of Soros's Quantum Fund is still Rivian, holding about 19.84 million shares, with a market value of about 997 million USD, accounting for 15.16% of the investment portfolio. Rivian is a newly opened stock by Soros in the fourth quarter of last year. After opening a position, it became the first heavyweight stock. By the first quarter of this year, the number of positions held has not changed from the previous quarter, but the market value has shrunk significantly, because Rivian has dropped by nearly 80% since the beginning of the year.</p><p><img src=\"https://static.tigerbbs.com/8570e93d4ecfa96dc6e387203f2bea3d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Soros not only has a heavy position in Rivian stocks, but also from the change of position ratio, the highest buy in Q1 was Rivian's call options.</p><p>Founded in 2009, later than Tesla, Rivian is an electric vehicle and autonomous driving technology manufacturer in the United States. Rivian, unlike Tesla, has chosen a track that is extremely likable in the United States from the start-electric pickup trucks. Prior to its listing, Rivian was sought after by capital. In 2019 alone, Rivian raised $2.85 billion in funding through 4 funding rounds. Its investors include<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/F\">Ford Motor</a>、<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>And other well-known enterprises and institutions, among which investors such as Amazon and BlackRock have even participated in it many times. However, before the official launch, Rivian didn't have a real production car to deliver to the average user.</p><p>Although Soros has a heavy position, Rivian's operating data is not good-looking. Q1 financial report shows that Rivian's revenue is US$95 million, lower than the market consensus of US$131.2 million; Net loss of $1,593 million compared to $414 million in the same period last year; Adjusted loss per share was $1.43, slightly better than market expectations of $1.45. It comes after Rivian cut its planned 2022 production in half to 25,000 units, only half of what the company promised investors during its IPO roadshow last year.</p><p>Since production began in the third quarter of last year, Rivian had built 1,015 vehicles and delivered 920 by the end of 2021. When you add production in the first quarter of this year, the total production reached 3,568 units.</p><p>Rivian's Normal, Illinois plant currently has an annual production capacity of 150,000 vehicles, and the company said it plans to increase the plant's annual production capacity to 200,000 vehicles by 2023. Another Rivian plant, scheduled to go live in 2024, will eventually produce 400,000 vehicles a year and produce batteries.</p><p>Not only is Soros optimistic,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Also maintains an \"overweight\" rating on Rivian. Analyst Adam Jonas said: \"After taking all kinds of undesirable factors into account, even though the overall stock market is depressed at present, we think the company's current share price is still slightly lower. By estimation, the current share price is not enough to reflect the company's annual sales forecast of 200,000 trams in 2030\".</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/845e27845a0aca10a09a5e12cdfb276e","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105191089","content_text":"现在说起电动车，全球投资者头脑中浮现的第一个品牌基本都是特斯拉。随着电动车产业的发展，除特斯拉之外还有400多个大大小小的品牌，这其中一定会出现一家或几家可以和特斯拉相抗衡的企业，索罗斯就重金押注其中一个。随着近十几年的发展，电动车市场越来越成熟，涌现出的品牌也越来越多，特斯拉凭借着Model 3和Model Y的畅销一直占据市场最大销售份额。从2017年的21%提升到2020年的28%，去年其市场份额出现下滑，下降至26%。据不完全统计，2022年第一季度，全球市场共417种电动车型号在销售，中国市场产出了264款。这么多品牌厮杀，特斯拉很难一直保持领先优势，投资大佬也在寻找“下一个特斯拉”。索罗斯一直钟情于美国电动皮卡品牌Rivian。根据上周披露的13F持仓报告，索罗斯旗下量子基金第一大重仓股依然是Rivian，持仓约1984万股，持仓市值约9.97亿美元，占投资组合比例为15.16%。Rivian是索罗斯去年第四季度新建仓个股，建仓后即为第一重仓股，到今年一季度持仓数量环比无任何变化，但市值已大幅缩水，因为Rivian年初至今已下跌近80%。索罗斯不仅重仓Rivian个股，从持仓比例变化来看，Q1买入最高的是Rivian的看涨期权。Rivian成立于2009年，较特斯拉要晚，是美国的一家电动汽车和自动驾驶技术厂商。Rivian与特斯拉不同，其从一开始就选择了一条在美国极其讨喜的赛道——电动皮卡车。上市前，Rivian就受到资本追捧。仅在2019年，Rivian就进行了4轮融资，筹集到了28.5亿美元的资金。其投资方包括亚马逊、福特汽车、贝莱德等知名企业及机构，其中亚马逊、贝莱德等投资方甚至多次参与其中。不过，在正式上市前，Rivian没有一款真正意义上的量产车交付给普通用户。虽然索罗斯重仓，但Rivian的经营数据并不好看，Q1财报显示，Rivian营收为9500万美元，低于市场普遍预期的1.312亿美元；净亏损为15.93亿美元，上年同期为4.14亿美元；调整后每股亏损为1.43美元，略好于市场预期的1.45美元。此前Rivian将其2022年的计划产量削减了一半至2.5万辆，仅是该公司去年在IPO路演中向投资者承诺的一半。自去年第三季度开始生产以来，Rivian到2021年底已生产了1015辆汽车，交付了920辆。若加上今年第一季度的产量，总产量达到了3,568辆。Rivian伊利诺伊州Normal工厂目前的年产能为15万辆，公司表示，计划在2023年前将该厂年产能提高到20万辆。Rivian另一家工厂定于2024年投产，最终将年产40万辆汽车，并生产电池。不仅索罗斯看好，摩根士丹利也维持对Rivian的“增持”评级。分析师Adam Jonas表示:“在将各种不良因素考虑进去后，即使目前整体股市低迷，但我们认为该公司目前的股价依然略低。通过估算，目前的股价并不足以反映该公司在2030年的20万辆电车年销量预期”。","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":3335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066312522,"gmtCreate":1651849466666,"gmtModify":1676534983758,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066312522","repostId":"1169210876","repostType":4,"repost":{"id":"1169210876","kind":"news","weMediaInfo":{"introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"1045836040","head_image":"https://static.tigerbbs.com/c1124f95a0404a8e98c2342c3c9c0de5"},"pubTimestamp":1651846587,"share":"https://ttm.financial/m/news/1169210876?lang=en_US&edition=fundamental","pubTime":"2022-05-06 22:16","market":"sh","language":"zh","title":"30,000 shareholders are hi? This A-share was once on the verge of delisting, and now it wants to \"reach the stars\"?","url":"https://stock-news.laohu8.com/highlight/detail?id=1169210876","media":"中国基金报","summary":"昨晚多家ST股宣布退市，今晚（6日），一度濒临退市的*ST澄星发布公告称，将申请撤销股票退市风险警示及实施其他风险警示。6日盘间，一直在跌停板上趴着的*ST澄星在13：30分时，突然翘板，直线拉升，一","content":"<p><div>Last night, a number of ST shares announced their delisting. Tonight (6th), *ST Chengxing, which was once on the verge of delisting, announced that it would apply to revoke the risk warning of stock delisting and implement other risk warnings. On the 6th, *ST Chengxing, who had been lying on the daily limit, suddenly swung at 13: 30, pulled up in a straight line, and once touched the daily limit. At the last close, it was up 3.93%. After today's roller coaster-like market, 36,000 shareholders of *ST Chengxing have ushered in this major benefit again, and they will be happy this weekend. Once on the verge of delisting *ST Chengxing or \"Zhaixing\" After the market on the 6th, *ST Chengxing issued an announcement saying,...</p><p><a href=\"\">Web link</a></div></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>30,000 shareholders are hi? This A-share was once on the verge of delisting, and now it wants to \"reach the stars\"?</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\">\n30,000 shareholders are hi? This A-share was once on the verge of delisting, and now it wants to \"reach the stars\"?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1045836040\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c1124f95a0404a8e98c2342c3c9c0de5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">中国基金报 </p>\n<p class=\"h-time smaller\">2022-05-06 22:16</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><div>Last night, a number of ST shares announced their delisting. Tonight (6th), *ST Chengxing, which was once on the verge of delisting, announced that it would apply to revoke the risk warning of stock delisting and implement other risk warnings. On the 6th, *ST Chengxing, who had been lying on the daily limit, suddenly swung at 13: 30, pulled up in a straight line, and once touched the daily limit. At the last close, it was up 3.93%. After today's roller coaster-like market, 36,000 shareholders of *ST Chengxing have ushered in this major benefit again, and they will be happy this weekend. Once on the verge of delisting *ST Chengxing or \"Zhaixing\" After the market on the 6th, *ST Chengxing issued an announcement saying,...</p><p><a href=\"\">Web link</a></div></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"600078":"澄星股份"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169210876","content_text":"昨晚多家ST股宣布退市，今晚（6日），一度濒临退市的*ST澄星发布公告称，将申请撤销股票退市风险警示及实施其他风险警示。6日盘间，一直在跌停板上趴着的*ST澄星在13：30分时，突然翘板，直线拉升，一度触及涨停。最后收盘时，上涨3.93%。经历了今天过山车般的行情之后，*ST澄星的3.6万股民又迎来这一重大利好，这个周末要乐开花了。一度濒临退市*ST澄星或“摘星”6日盘后，*ST澄星发布公告称，公司已于5月4日收到上交所《关于江苏澄星磷化工股份有限公司2021年年度报告的信息披露监管问询函》。根据《上海证券交易所股票上市规则》(2022年1月修订)相关规定，上市公司申请撤销风险警示的，上交所可以要求上市公司提供补充材料，公司回复《问询函》期间不计入上交所作出相关决定的期限。公司将尽快落实回复，上交所将在公司回复相关公告后，视情况于10个交易日内决定是否撤销对公司股票实施的退市风险警示并实施其他风险警示。公司股票能否被撤销退市风险警示并实施其他风险警示，尚需上海证券交易所的审核确认，敬请广大投资者注意投资风险。此前，4月19日，上交所对*ST 澄星发出问询函。问询函指出，2022 年 4 月 18 日，公司管理人发布公告，收到了债权人江苏资产管理有限公司（江苏资产）所支付的 22.56 亿元款项。该款项系根据和解协议，江苏资产为自身及代其他普通债权人支付的接收被澄星集团及其关联方非经营性占用资金而形成对澄星集团应收款债权的款项。结合前期公告，江阴法院已于 2022 年 3 月 15 日判决确认江苏资产自 2021 年 12 月 31 日起享有对澄星集团的应收款债权 22.39 亿元，公司不再享有该应收款债权。上交所请公司管理人结合江阴法院判决的有关内容，就前期上市公司应收 22.39 亿元款项，说明目前债务人是澄星集团还是江苏资产；本次归还的 22.56 亿元，是否为江苏资产偿还其对上市公司的债务；基于上述问题，明确该款项支付是否不可撤销。一年涨停近70次还被称为“虎年最强妖股”说到*ST 澄星，暂且不表他与控股股东之间的狗血剧情，导致公司濒临退市。单单看看他的股价表现，就让不少A股的股民目瞪口呆。据统计，2021年年内，截至12月16日，公司涨停次数已达到69次之多。2021年12月17日，开盘涨停之后就快速下挫，一度跌停，此后股价变跌跌不休。跌了快2个月，*ST 澄星春节之后，再度迎来了大反转。自2022年2月8日起至2月24日收盘，19个交易日里，*ST澄星累计11个交易日涨停，实现六个连板，股价从每股5.7元到9.7元，期间累计涨幅达70.18%。被称为“虎年最强妖股”。2月7日，上交所对*ST澄星股价异动发出问询函，要求公司结合对恶意炒作，监事、高级管理人员和相关方的股票交易等情况予以说明。2月24日晚间，*ST澄星发布公告称，因公司股票交易异常波动，停牌核查。复牌之后，*ST澄星股价短暂回调之后，再度上涨。截至6日收盘，*ST澄星股价已经较春节前已经翻倍。年报曾被出具“无法表示意见”江苏澄星成立于1994年，1997年在上交所上市，主营业务为精细磷化工产品，拥有全国最大的黄磷产能，一度被认为是A股磷矿的“龙头”。其营业收入从2001年的5.86亿元一路增长至2020年的31.37亿元。然而，2020年江苏澄星的净利润却出现了巨亏，亏损达22.7亿元。因2020年内部控制审计报告被苏亚金诚会计师事务所（普通合伙人）出具了否定意见，以及受控股股东及其关联方资金占用未能解决的影响，江苏澄星股票被实施其他风险警示；因江苏澄星2020年度经审计的期末净资产为负值，且2020年财务会计报告被苏亚金诚会计师事务所出具了无法表示意见，江苏澄星股票被实施退市警示风险，其股票代码也正式由澄星股份变成ST澄星。根据上交所相关规定，若公司2021年年报触及退市相关指标任意情形，公司股票将被终止上市。2021年1月29日，江苏澄星发布业绩预告称，预计2021年实现归属于上市公司股东的净利润为13.1亿元至19.49亿元。原因是，公司于2021年12月31日收到江苏资产管理有限公司出具的《债权人说明》。江苏资产管理有限公司同意在2022年4月30日前联动江苏澄星全体债权人对澄星集团（江苏澄星第一大股东）及其相关方的应收款约22亿元全额变现或接受江苏澄星以其对澄星集团及其相关方的应收款约22亿元等额替代现金对债权人持有的债权进行清偿。江苏澄星管理层认为，此函履约的可能性非常大，因此按区间中值72.50%对上一年度全额计提的澄星集团及其相关方非经营性占用公司资金本息合计21.78亿元进行了冲回。但*ST澄星会计师出具专项说明表示，根据企业会计准则的规定，江苏澄星凭借《债权人说明》将2021年计提的应收澄星集团及其相关方款项的坏账准备中72.50%的份额予以转回并导致净资产转正，依据不充分。*ST澄星此后多次收到上交所的《问询函》，要求其就依据《债权人说明》导致净资产转正事项进行说明。一边是业绩爆雷，一边是*ST澄星自身面临多起诉讼。根据最新公告，截至目前，公司累计涉案金额为24亿元，其中重大诉讼（仲裁）金额为22亿元。公司及子公司共有34个银行账户冻结，冻结金额为984万元。2021年11月9日，债权人江阴市建筑装璜制品厂以公司不能清偿到期债务为由向法院申请对其破产重整。根据上交所相关规定，如果被宣告破产，公司股票将被终止上市。2022年1月7日江苏澄星申请和解，并与主要债权人等利害关系人进行商业谈判、制作了和解协议草案。2022年3月15日，江苏澄星收到无锡中院的《民事裁定书》和《决定书》，裁定受理了公司的和解申请并同意江阴市建筑装璜制品厂撤回对江苏澄星的重整申请，同时指定江苏谋盛律师事务所、江苏居和信律师事务所联合担任江苏澄星的管理人。值得注意的是，1月份申请和解，3月份提交草案，江苏澄星直至法院裁定和解后才于3月16日正式对外披露申请和解事项。而在此期间，江苏澄星的股价多次涨停。4月30日，*ST澄星正式发布2021年年报，并发布会计师事务所的审计报告。","news_type":1,"symbols_score_info":{"600078":0.9}},"isVote":1,"tweetType":1,"viewCount":2388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060224538,"gmtCreate":1651156692284,"gmtModify":1676534860606,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060224538","repostId":"1159795060","repostType":4,"repost":{"id":"1159795060","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":1651154063,"share":"https://ttm.financial/m/news/1159795060?lang=en_US&edition=fundamental","pubTime":"2022-04-28 21:54","market":"other","language":"zh","title":"Teladoc Health suspended intraday trading, shares fell more than 44% before suspension","url":"https://stock-news.laohu8.com/highlight/detail?id=1159795060","media":"老虎资讯综合","summary":"4月28日，Teladoc Health盘中停牌，停牌前股价跌逾44%，报31.23美元。","content":"<p><html><head></head><body>On April 28,<a href=\"https://laohu8.com/S/TDOC\">Teladoc Health</a>Trading was suspended in the session, and shares fell more than 44% to $31.23 before the suspension.</p><p><img src=\"https://static.tigerbbs.com/2f19b2d605f93b3dcd8ea03bc008db23\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Teladoc Health suspended intraday trading, shares fell more than 44% before suspension</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{ 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class=\"h-time smaller\">2022-04-28 21:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 28,<a href=\"https://laohu8.com/S/TDOC\">Teladoc Health</a>Trading was suspended in the session, and shares fell more than 44% to $31.23 before the suspension.</p><p><img src=\"https://static.tigerbbs.com/2f19b2d605f93b3dcd8ea03bc008db23\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BK4167":"医疗保健技术","BK4504":"桥水持仓","BK4567":"ESG概念","TDOC":"Teladoc Health Inc.","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159795060","content_text":"4月28日，Teladoc Health盘中停牌，停牌前股价跌逾44%，报31.23美元。","news_type":1,"symbols_score_info":{"TDOC":0.9}},"isVote":1,"tweetType":1,"viewCount":2513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060224190,"gmtCreate":1651156619442,"gmtModify":1676534860590,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060224190","repostId":"1123914915","repostType":4,"repost":{"id":"1123914915","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":1651153597,"share":"https://ttm.financial/m/news/1123914915?lang=en_US&edition=fundamental","pubTime":"2022-04-28 21:46","market":"other","language":"zh","title":"Most of the new energy vehicle sector in U.S. stocks fell lower, with Tesla falling nearly 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123914915","media":"老虎资讯综合","summary":"4月28日，美股新能源车板块多数走低，福特汽车跌超5%，特斯拉跌近4%，Rivian跌2.2%，蔚来跌近2%。","content":"<p><html><head></head><body>On April 28th, most of the new energy vehicle sectors in U.S. stocks fell.<a href=\"https://laohu8.com/S/F\">Ford Motor</a>fell by more than 5%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Down nearly 4%,<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>down 2.2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>It fell nearly 2%.</p><p><img src=\"https://static.tigerbbs.com/70964b41ebcc4ef7a7923eb9fa972abc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Most of the new energy vehicle sector in U.S. stocks fell lower, with Tesla falling nearly 4%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nMost of the new energy vehicle sector in U.S. stocks fell lower, with Tesla falling nearly 4%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-04-28 21:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 28th, most of the new energy vehicle sectors in U.S. stocks fell.<a href=\"https://laohu8.com/S/F\">Ford Motor</a>fell by more than 5%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Down nearly 4%,<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>down 2.2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>It fell nearly 2%.</p><p><img src=\"https://static.tigerbbs.com/70964b41ebcc4ef7a7923eb9fa972abc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"161028":"新能源车","399417":"新能源车","BK4534":"瑞士信贷持仓","RIVN":"Rivian Automotive, Inc.","BK4548":"巴美列捷福持仓","BK4581":"高盛持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4574":"无人驾驶","BK4527":"明星科技股","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4550":"红杉资本持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123914915","content_text":"4月28日，美股新能源车板块多数走低，福特汽车跌超5%，特斯拉跌近4%，Rivian跌2.2%，蔚来跌近2%。","news_type":1,"symbols_score_info":{"161028":0.9,"399417":0.9,"TSLA":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":3074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060015261,"gmtCreate":1651069863425,"gmtModify":1676534844175,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060015261","repostId":"1157700690","repostType":4,"isVote":1,"tweetType":1,"viewCount":1248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060012797,"gmtCreate":1651069779857,"gmtModify":1676534844167,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"htmlText":", 👍👍👍","listText":", 👍👍👍","text":", 👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060012797","repostId":"1134208112","repostType":4,"repost":{"id":"1134208112","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":1651066969,"share":"https://ttm.financial/m/news/1134208112?lang=en_US&edition=fundamental","pubTime":"2022-04-27 21:42","market":"other","language":"zh","title":"Boeing Extends Losses to Nearly 8%, Shares Set New 52-Week Low","url":"https://stock-news.laohu8.com/highlight/detail?id=1134208112","media":"老虎资讯综合","summary":"4月27日，波音跌幅扩大至近8%，股价刷新52周新低。","content":"<p><html><head></head><body>On April 27,<a href=\"https://laohu8.com/S/BA\">boeing</a>The decline widened to nearly 8% and shares hit a new 52-week low.</p><p><img src=\"https://static.tigerbbs.com/0b70074c854522ae79322c2d173bc3ee\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Boeing Extends Losses to Nearly 8%, Shares Set New 52-Week Low</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\">\nBoeing Extends Losses to Nearly 8%, Shares Set New 52-Week Low\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-04-27 21:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 27,<a href=\"https://laohu8.com/S/BA\">boeing</a>The decline widened to nearly 8% and shares hit a new 52-week low.</p><p><img src=\"https://static.tigerbbs.com/0b70074c854522ae79322c2d173bc3ee\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/94e31336d6af672b08c5ae7ff8b4ec12","relate_stocks":{"BK4564":"太空概念","BK4187":"航天航空与国防","BK4551":"寇图资本持仓","BK4516":"特朗普概念","BA":"波音"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134208112","content_text":"4月27日，波音跌幅扩大至近8%，股价刷新52周新低。","news_type":1,"symbols_score_info":{"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":1196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085959961,"gmtCreate":1650637018651,"gmtModify":1676534768254,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085959961","repostId":"1189476229","repostType":4,"repost":{"id":"1189476229","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":1650634254,"share":"https://ttm.financial/m/news/1189476229?lang=en_US&edition=fundamental","pubTime":"2022-04-22 21:30","market":"us","language":"zh","title":"Opening | Dow dropped 200 points, Chinese concept stocks improved JD.COM rose more than 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189476229","media":"老虎资讯综合","summary":"美国国债收益率延续涨势，投资者继续权衡美联储主席杰罗姆鲍威尔的鹰派言论。","content":"<p><html><head></head><body>On Friday, April 22nd, the Dow Jones Index opened down 220.44 points, or 0.63%, at 34,572.32 points; The S&P 500 opened down 14.01 points, or 0.32%, at 4,379.65; The Nasdaq Composite opened up 10.80 points, or 0.08%, at 13,185.46. On the news, the yield of Treasury Bond in the United States continued its rally, and investors continued to weigh Federal Reserve Chairman Jerome Powell's hawkish remarks.</p><p><img src=\"https://static.tigerbbs.com/396885fb095ea4f4d126609abbd5b31a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/JD\">Jingdong</a>It rose by more than 4%. On the news, JD.COM announced on Thursday that the company's board of directors is considering declaring and paying a special Dividend in cash, and it is expected that a Dividend will be declared by a board resolution around May 4, 2022 (Hong Kong time).</p><p><img src=\"https://static.tigerbbs.com/61b57c4bfd12b39948e73f991af2b050\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>It rose by more than 3%, and Alibaba and Li Auto rose by more than 2%.</p><p>China education stocks strengthened, with Gaotu rising over 8%, TAL rising 5.7%, Youdao rising 5%, Head Education rising nearly 4% and New Oriental rising 3%.</p><p>Daqo New Energy rose by more than 4%, with revenue of USD 1,280.3 billion in the first quarter, compared with USD 256.1 million in the same period of last year, a year-on-year increase of 400%.</p><p><a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It fell by more than 3%, and Zhihu officially landed on the Hong Kong Stock Exchange today, closing by more than 23% on the first day.</p><p>FMCG brand Gap fell more than 19% after announcing that Nancy Green, CEO of sub-brand Old Navy, will leave this weekend and expects first-quarter sales to decline more than initially expected.</p><p><a href=\"https://laohu8.com/S/SAP\">SAP SE</a>Down 1.2%, the company's adjusted earnings before interest and tax (EBIT) in the first quarter was 1.677 billion euros, compared with market expectations of 1.740 billion euros.</p><p>Autoliv fell by more than 7%, with revenue of $2.12 billion in the first quarter, lower than the market expectation of $2.17 billion.</p><p>Intuitive Surgery fell 7.4%, and net income attributable to common shareholders of the parent company in the first quarter of fiscal 2022 was $366 million, down 14.24% year-on-year.</p><p>Newmont Mining fell more than 8% after first-quarter earnings missed expectations as lower gold production offset higher prices.</p><p>Verizon fell more than 5% as the company lowered its services and other revenue guidance for 2022.</p><p>Cliff Natural Resources rose more than 10% after the company reported better-than-expected first-quarter adjusted earnings per share and sales results and raised its average selling price guidance for fiscal 2022.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening | Dow dropped 200 points, Chinese concept stocks improved JD.COM rose more than 4%</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 | Dow dropped 200 points, Chinese concept stocks improved JD.COM rose more than 4%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-04-22 21:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Friday, April 22nd, the Dow Jones Index opened down 220.44 points, or 0.63%, at 34,572.32 points; The S&P 500 opened down 14.01 points, or 0.32%, at 4,379.65; The Nasdaq Composite opened up 10.80 points, or 0.08%, at 13,185.46. On the news, the yield of Treasury Bond in the United States continued its rally, and investors continued to weigh Federal Reserve Chairman Jerome Powell's hawkish remarks.</p><p><img src=\"https://static.tigerbbs.com/396885fb095ea4f4d126609abbd5b31a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/JD\">Jingdong</a>It rose by more than 4%. On the news, JD.COM announced on Thursday that the company's board of directors is considering declaring and paying a special Dividend in cash, and it is expected that a Dividend will be declared by a board resolution around May 4, 2022 (Hong Kong time).</p><p><img src=\"https://static.tigerbbs.com/61b57c4bfd12b39948e73f991af2b050\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>It rose by more than 3%, and Alibaba and Li Auto rose by more than 2%.</p><p>China education stocks strengthened, with Gaotu rising over 8%, TAL rising 5.7%, Youdao rising 5%, Head Education rising nearly 4% and New Oriental rising 3%.</p><p>Daqo New Energy rose by more than 4%, with revenue of USD 1,280.3 billion in the first quarter, compared with USD 256.1 million in the same period of last year, a year-on-year increase of 400%.</p><p><a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It fell by more than 3%, and Zhihu officially landed on the Hong Kong Stock Exchange today, closing by more than 23% on the first day.</p><p>FMCG brand Gap fell more than 19% after announcing that Nancy Green, CEO of sub-brand Old Navy, will leave this weekend and expects first-quarter sales to decline more than initially expected.</p><p><a href=\"https://laohu8.com/S/SAP\">SAP SE</a>Down 1.2%, the company's adjusted earnings before interest and tax (EBIT) in the first quarter was 1.677 billion euros, compared with market expectations of 1.740 billion euros.</p><p>Autoliv fell by more than 7%, with revenue of $2.12 billion in the first quarter, lower than the market expectation of $2.17 billion.</p><p>Intuitive Surgery fell 7.4%, and net income attributable to common shareholders of the parent company in the first quarter of fiscal 2022 was $366 million, down 14.24% year-on-year.</p><p>Newmont Mining fell more than 8% after first-quarter earnings missed expectations as lower gold production offset higher prices.</p><p>Verizon fell more than 5% as the company lowered its services and other revenue guidance for 2022.</p><p>Cliff Natural Resources rose more than 10% after the company reported better-than-expected first-quarter adjusted earnings per share and sales results and raised its average selling price guidance for fiscal 2022.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189476229","content_text":"4月22日（周五），道琼斯指数开盘下跌220.44点，跌幅0.63%，报34572.32点；标普500指数开盘下跌14.01点，跌幅0.32%，报4379.65点；纳斯达克综合指数开盘上涨10.80点，涨幅0.08%，报13185.46点。消息面上，美国国债收益率延续涨势，投资者继续权衡美联储主席杰罗姆鲍威尔的鹰派言论。京东涨超4%。消息面上，京东周四宣布，公司董事会正在考虑宣布和支付现金特别股息，预计将于2022年5月4日（香港时间）左右通过董事会决议宣布股息。拼多多涨超3%，阿里巴巴、理想汽车涨超2%。中概教育股走强，高途涨超8%，好未来涨5.7%，有道涨5%，掌门教育涨近4%，新东方涨3%。大全新能源涨超4%，一季度营收12.803亿美元，上年同期2.561亿美元，同比涨幅达400%。知乎跌超3%，知乎今日正式登陆港交所，首日收盘跌超23%。时尚快消品牌盖璞跌超19%，此前宣布子品牌Old Navy的CEO南希·格林将于本周末离职，并预计第一季度销售下降幅度将超过最初的预期。SAP SE跌1.2%，公司第一季度调整后息税前利润（EBIT）为16.77亿欧元，市场预期为17.40亿欧元。奥托立夫跌超7%，一季度营收21.2亿美元，低于21.7亿美元的市场预期。直觉外科公司跌7.4%，2022财年第一财季归属于母公司普通股股东净利润为3.66亿美元，同比下降14.24%。纽蒙特矿业跌超8%，第一季度收益低于预期，因黄金产量下降抵消了价格上涨的影响。威瑞森跌超5%，公司降低了其2022年的服务和其他收入指引。克里夫天然资源公司涨超10%，此前该公司公布了好于预期的第一季度调整后每股收益和销售业绩，并上调了2022财年平均售价指引。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085950655,"gmtCreate":1650636967332,"gmtModify":1676534768269,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085950655","repostId":"1183430436","repostType":4,"repost":{"id":"1183430436","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":1650630501,"share":"https://ttm.financial/m/news/1183430436?lang=en_US&edition=fundamental","pubTime":"2022-04-22 20:28","market":"us","language":"zh","title":"Pre-market | Most Chinese stocks rose, and JD.COM rose nearly 4% with positive support","url":"https://stock-news.laohu8.com/highlight/detail?id=1183430436","media":"老虎资讯综合","summary":"美股三大指数期货窄幅波动，纳指期货小幅上涨。","content":"<p><html><head></head><body>On April 22nd (Friday), the futures of the three major U.S. stock indexes fluctuated within a narrow range, and the Nasdaq futures rose slightly. The yields of U.S. dollars and U.S. bonds have strengthened again, and the benchmark yield of U.S. bonds, the U.S. 10-year Treasury Bond yield, has tested the level of 3%. Previously, Federal Reserve Chairman Powell confirmed that he would rate hike 50 basis points at the May meeting.</p><p><img src=\"https://static.tigerbbs.com/bc995df34478a0dccb80ad982db3b7b8\" tg-width=\"765\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p><a href=\"https://laohu8.com/S/JD\">Jingdong</a>Up nearly 4%. On the news side,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>It was announced on Thursday that the company's board of directors is considering declaring and paying a special Dividend in cash, which is expected to be declared by a board resolution around May 4, 2022 (Hong Kong time).</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a>up 0.7%,<a href=\"https://laohu8.com/S/BEST\">BEST GROUP</a>up 0.24%,<a href=\"https://laohu8.com/S/BEKE\">Shell</a>up 1.18%. The U.S. Securities and Exchange Commission (SEC) added companies such as Li Auto, Best Group and Shell to the pre-delisting list, marking the fifth batch of Chinese stock companies to be added to the list since March.</p><p><a href=\"https://laohu8.com/S/DQ\">Daqo New Energy</a>Up 3%. The company's revenue in the first quarter was $1,280.3 billion, compared with $256.1 million in the same period last year, a year-on-year increase of 400%.</p><p><a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up 2%.</p><p><a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It fell by more than 3%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Today, it officially landed on the Hong Kong Stock Exchange, closing by more than 23% on the first day, and the Hong Kong stock market value was HK$ 7.988 billion.</p><p><b>Important U.S. Stock Premarket Moves</b></p><p><a href=\"https://laohu8.com/S/SLB\">Schlumberger</a>It rose by more than 2%. The company's first-quarter profit and revenue exceeded expectations, and the company increased its Dividend by 40%.</p><p><a href=\"https://laohu8.com/S/GPS\">Gai Pu</a>It plunged nearly 16% after announcing that Nancy Green, CEO of sub-brand Old Navy, will leave this weekend and expects first-quarter sales to decline more than initially expected.</p><p><img src=\"https://static.tigerbbs.com/9d523153c34734fbe0f18608ba4b0452\" tg-width=\"450\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/SAP\">SAP SE</a>Down more than 3%, the company's adjusted profit before interest and tax (EBIT) in the first quarter was 1.677 billion euros, compared with the market expectation of 1.740 billion euros.</p><p><a href=\"https://laohu8.com/S/AXP\">American Express</a>It fell by more than 1%, and the company's revenue in the first quarter was USD 11.7 billion, a year-on-year increase of 29%; Net income was $2.1 billion, compared to estimates of $1.9 billion.</p><p><a href=\"https://laohu8.com/S/VZ\">Verizon</a>It fell by more than 2%, and the company's first quarter net profit and earnings per share were miss the market expectation.</p><p><a href=\"https://laohu8.com/S/ALV\">AU-Tolliff, J.</a>It fell by more than 6%, and the company's revenue in the first quarter was USD 2.12 billion, lower than the market expectation of USD 2.17 billion.</p><p><b>Commodity Moves</b></p><p>International oil prices fell. Expectations of accelerated interest rate hikes by the Federal Reserve and weak global growth prospects hurt demand. However, OPEC reiterated its position to the IMF-it will not accelerate production increase, the EU may continue to tighten restrictions on Russian oil, and global supply may be further tightened.</p><p><img src=\"https://static.tigerbbs.com/37bc7c8fe7c7217deb7da80b237f60dd\" tg-width=\"1388\" tg-height=\"871\" referrerpolicy=\"no-referrer\"/></p><p>International gold prices fell. the US Dollar Index continued its strength, with Fed officials taking a tough stance on tightening monetary policy, cementing expectations that it would aggressively rate hike to combat soaring inflation.</p><p><img src=\"https://static.tigerbbs.com/36ca79463873e53cc20d623eebde1b04\" tg-width=\"1389\" tg-height=\"876\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-market | Most Chinese stocks rose, and JD.COM rose nearly 4% with positive support</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-market | Most Chinese stocks rose, and JD.COM rose nearly 4% with positive support\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-04-22 20:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 22nd (Friday), the futures of the three major U.S. stock indexes fluctuated within a narrow range, and the Nasdaq futures rose slightly. The yields of U.S. dollars and U.S. bonds have strengthened again, and the benchmark yield of U.S. bonds, the U.S. 10-year Treasury Bond yield, has tested the level of 3%. Previously, Federal Reserve Chairman Powell confirmed that he would rate hike 50 basis points at the May meeting.</p><p><img src=\"https://static.tigerbbs.com/bc995df34478a0dccb80ad982db3b7b8\" tg-width=\"765\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p><a href=\"https://laohu8.com/S/JD\">Jingdong</a>Up nearly 4%. On the news side,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>It was announced on Thursday that the company's board of directors is considering declaring and paying a special Dividend in cash, which is expected to be declared by a board resolution around May 4, 2022 (Hong Kong time).</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a>up 0.7%,<a href=\"https://laohu8.com/S/BEST\">BEST GROUP</a>up 0.24%,<a href=\"https://laohu8.com/S/BEKE\">Shell</a>up 1.18%. The U.S. Securities and Exchange Commission (SEC) added companies such as Li Auto, Best Group and Shell to the pre-delisting list, marking the fifth batch of Chinese stock companies to be added to the list since March.</p><p><a href=\"https://laohu8.com/S/DQ\">Daqo New Energy</a>Up 3%. The company's revenue in the first quarter was $1,280.3 billion, compared with $256.1 million in the same period last year, a year-on-year increase of 400%.</p><p><a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up 2%.</p><p><a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It fell by more than 3%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Today, it officially landed on the Hong Kong Stock Exchange, closing by more than 23% on the first day, and the Hong Kong stock market value was HK$ 7.988 billion.</p><p><b>Important U.S. Stock Premarket Moves</b></p><p><a href=\"https://laohu8.com/S/SLB\">Schlumberger</a>It rose by more than 2%. The company's first-quarter profit and revenue exceeded expectations, and the company increased its Dividend by 40%.</p><p><a href=\"https://laohu8.com/S/GPS\">Gai Pu</a>It plunged nearly 16% after announcing that Nancy Green, CEO of sub-brand Old Navy, will leave this weekend and expects first-quarter sales to decline more than initially expected.</p><p><img src=\"https://static.tigerbbs.com/9d523153c34734fbe0f18608ba4b0452\" tg-width=\"450\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/SAP\">SAP SE</a>Down more than 3%, the company's adjusted profit before interest and tax (EBIT) in the first quarter was 1.677 billion euros, compared with the market expectation of 1.740 billion euros.</p><p><a href=\"https://laohu8.com/S/AXP\">American Express</a>It fell by more than 1%, and the company's revenue in the first quarter was USD 11.7 billion, a year-on-year increase of 29%; Net income was $2.1 billion, compared to estimates of $1.9 billion.</p><p><a href=\"https://laohu8.com/S/VZ\">Verizon</a>It fell by more than 2%, and the company's first quarter net profit and earnings per share were miss the market expectation.</p><p><a href=\"https://laohu8.com/S/ALV\">AU-Tolliff, J.</a>It fell by more than 6%, and the company's revenue in the first quarter was USD 2.12 billion, lower than the market expectation of USD 2.17 billion.</p><p><b>Commodity Moves</b></p><p>International oil prices fell. Expectations of accelerated interest rate hikes by the Federal Reserve and weak global growth prospects hurt demand. However, OPEC reiterated its position to the IMF-it will not accelerate production increase, the EU may continue to tighten restrictions on Russian oil, and global supply may be further tightened.</p><p><img src=\"https://static.tigerbbs.com/37bc7c8fe7c7217deb7da80b237f60dd\" tg-width=\"1388\" tg-height=\"871\" referrerpolicy=\"no-referrer\"/></p><p>International gold prices fell. the US Dollar Index continued its strength, with Fed officials taking a tough stance on tightening monetary policy, cementing expectations that it would aggressively rate hike to combat soaring inflation.</p><p><img src=\"https://static.tigerbbs.com/36ca79463873e53cc20d623eebde1b04\" tg-width=\"1389\" tg-height=\"876\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183430436","content_text":"4月22日（周五），美股三大指数期货窄幅波动，纳指期货小幅上涨。美元、美债收益率再度走强，美债基准收益率美国10年期国债收益率测试3%的水平，此前美联储主席鲍威尔确认将在5月会议上加息50个基点。中概股盘前走势京东涨近4%。消息面上，京东周四宣布，公司董事会正在考虑宣布和支付现金特别股息，预计将于2022年5月4日（香港时间）左右通过董事会决议宣布股息。理想汽车涨0.7%，百世集团涨0.24%，贝壳涨1.18%。美国证劵交易委员会（SEC）将理想汽车、百世集团和贝壳等公司加入预摘牌名单，这是自3月以来第五批被纳入名单的中概股公司。大全新能源涨3%。该公司一季度营收12.803亿美元，上年同期2.561亿美元，同比涨幅达400%。拼多多、阿里巴巴、哔哩哔哩涨2%。知乎跌超3%，知乎今日正式登陆港交所，首日收盘跌超23%，港股市值79.88亿港元。重要美股盘前走势斯伦贝谢涨超2%，公司第一季度利润和收入超出预期，公司将股息增加40%。盖璞大跌近16%，此前宣布子品牌Old Navy的CEO南希·格林将于本周末离职，并预计第一季度销售下降幅度将超过最初的预期。SAP SE跌超3%，公司一季度调整后息税前利润（EBIT）为16.77亿欧元，市场预期为17.40亿欧元。美国运通跌超1%，公司一季度营收117亿美元，同比增长29%；净利润21亿美元，预期19亿美元。威瑞森跌超2%，公司一季度净利及每股收益不及市场预期。奥托立夫跌超6%，公司一季度营收21.2亿美元，低于21.7亿美元的市场预期。大宗商品走势国际油价回落。美联储加速升息预期和全球增长前景疲软损害需求。但OPEC向IMF重申立场——不会加速增产，欧盟可能继续收紧对俄罗斯石油的限制，全球供给或进一步紧张。国际金价下跌。美元指数继续保持强势，美联储官员对收紧货币政策采取强硬态度，巩固了其将大举加息来应对通胀飙升的预期。","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017651158,"gmtCreate":1649773643497,"gmtModify":1676534571763,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017651158","repostId":"1105190495","repostType":4,"repost":{"id":"1105190495","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":1649770935,"share":"https://ttm.financial/m/news/1105190495?lang=en_US&edition=fundamental","pubTime":"2022-04-12 21:42","market":"other","language":"zh","title":"U.S. Oil Stocks Higher, Chevron Gains Over 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1105190495","media":"老虎资讯综合","summary":"4月12日，美股石油股走高，雪佛龙涨超4%，埃克森美孚、英国石油涨超3%。消息面上，美油、布油涨幅均超5%。","content":"<p><html><head></head><body>On April 12th, U.S. oil stocks rose,<a href=\"https://laohu8.com/S/CVX\">Chevron</a>rose by more than 4%,<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>、<a href=\"https://laohu8.com/S/BP\">BP</a>It rose by more than 3%. On the news side, US oil and Brent oil both rose by more than 5%.</p><p><img src=\"https://static.tigerbbs.com/338eec9a7bb5a2429ae5f66e751d38a5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Oil Stocks Higher, Chevron Gains Over 4%</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\">\nU.S. Oil Stocks Higher, Chevron Gains Over 4%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-04-12 21:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 12th, U.S. oil stocks rose,<a href=\"https://laohu8.com/S/CVX\">Chevron</a>rose by more than 4%,<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>、<a href=\"https://laohu8.com/S/BP\">BP</a>It rose by more than 3%. On the news side, US oil and Brent oil both rose by more than 5%.</p><p><img src=\"https://static.tigerbbs.com/338eec9a7bb5a2429ae5f66e751d38a5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cdc7ca9eb3fdcde7868d42c981e73b12","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4570":"地缘局势概念股","BK4559":"巴菲特持仓","BK4201":"综合性石油与天然气企业","CVX":"雪佛龙","BK4566":"资本集团","BK4550":"红杉资本持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105190495","content_text":"4月12日，美股石油股走高，雪佛龙涨超4%，埃克森美孚、英国石油涨超3%。消息面上，美油、布油涨幅均超5%。","news_type":1,"symbols_score_info":{"CVX":0.9}},"isVote":1,"tweetType":1,"viewCount":1307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017660958,"gmtCreate":1649772418577,"gmtModify":1676534571201,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017660958","repostId":"1136448500","repostType":4,"repost":{"id":"1136448500","kind":"news","pubTimestamp":1649770740,"share":"https://ttm.financial/m/news/1136448500?lang=en_US&edition=fundamental","pubTime":"2022-04-12 21:39","market":"us","language":"zh","title":"Interpretation of US March CPI Data: Housing and Energy Prices Are the Main Boosters of Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=1136448500","media":"华尔街见闻","summary":"4月12日周二，美国劳工统计局公布数据显示，美国3月CPI同比增8.5%，增速再次加快，为1981年12月来的最快增速，高于市场的预期8.4%，也超前值的7.9%。CPI同比增速连续十一个月达到或高于","content":"<p><html><head></head><body>On Tuesday, April 12th, the U.S. Bureau of Labor Statistics released data showing that the U.S. CPI increased by 8.5% year-on-year in March, and the growth rate accelerated again.<b>The fastest growth rate since December 1981</b>, which was higher than market expectations of 8.4% and also ahead of the previous value of 7.9%. The year-on-year growth rate of CPI has reached or exceeded 5% for eleven consecutive months.</p><p><img src=\"https://static.tigerbbs.com/f302216ecd7571b4ad526fd1215c3ee7\" tg-width=\"1004\" tg-height=\"642\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In March, the month-on-month increase of CPI continued to expand, increasing by 1.2%, higher than the previous value of 0.8%.<b>The 1.2% month-on-month increase was the biggest since September 2005</b>。</p><p>Even excluding volatile food and energy prices, core CPI rose 6.5% in March from a year earlier, up from 6.4% in February,<b>Is the fastest increase since August 1982.</b></p><p><b>This is already the 22nd consecutive month that the CPI has risen, with commodity inflation actually falling month-on-month, while energy prices have soared.</b></p><p><b>Housing and energy prices are major inflation boosters</b></p><p>According to the Bureau of Labor Statistics, the biggest factors driving inflation are food, housing costs and gasoline. The Russia-Ukraine crisis has also caused energy prices to soar.</p><p><b>The index, which tracks gasoline prices, surged 18.3% month-over-month in March, accounting for more than half of the total monthly increase in CPI, the biggest increase since 2009. Energy prices rose 11% month-on-month in March, the biggest increase since 2005.</b></p><p><img src=\"https://static.tigerbbs.com/d77ecc2d6b3fb74c944b5189e01dafd7\" tg-width=\"1006\" tg-height=\"628\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>The housing index is by far the biggest contributor to inflation growth.</b>Housing inflation rose 5.0% year-over-year in March, up from 4.7% in February,<b>The highest level since May 1991</b>； Rental costs rose 4.44% year-on-year in March, up from 4.17% in February,<b>The highest level since May 2007.</b></p><p><img src=\"https://static.tigerbbs.com/cb65ddb5326d79f1b64f16a2cb9283d0\" tg-width=\"1018\" tg-height=\"592\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In contrast,<b>The used car and truck price index fell 3.8% in March, the second consecutive monthly decline.</b></p><p><img src=\"https://static.tigerbbs.com/de8ba274cf4e17afef253fd42d583b38\" tg-width=\"708\" tg-height=\"462\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Factors such as airfare, household furniture, healthcare and motor vehicle insurance also help.</p><p>The cost of services in the U.S. increased 5.1% from a year earlier, the biggest increase since 1991.<b>Airline fares rose 10.7% in March from the previous month, a record high.</b>After sharp increases in recent months, the price of household goods rose 1 percent from February, the furniture price index rose 10.1 percent from a year earlier,<b>The highest level since 1975.</b></p><p>According to a Bloomberg survey,<b>After the Fed's March meeting, inflation expectations began to fall, with markets expecting U.S. CPI to rise 7.6% and 5.7% year-over-year for the remaining two quarters of the year. According to at least 6 Wall Street banks, this is the pinnacle of an inflation wave.</b></p><p>But for the average American,<b>Real average hourly wage declined for the 12th consecutive month.</b>This also confirms a recent NBC poll,<b>Sixty-two percent of Americans say their income can't keep up with the rising cost of living.</b></p><p>Fed Pressure Doubles</p><p>The massive gains also bolstered expectations that the Fed will rate hike 50 basis points next month.</p><p>While the Fed is pursuing a more hawkish policy, inflation is unlikely to fall back to the Fed's 2% target level anytime soon. Especially given the ongoing Russia-Ukraine crisis and the increased demand for services such as tourism.</p><p>In the meantime,<b>The risk of inflation dragging the economy into a recession is accumulating.</b>There is a growing consensus of economists predicting a contraction in economic activity, either because consumer spending is falling on higher prices or because the Federal Reserve is \"overkill\" in its response to inflation.</p><p><b>Markets expect U.S. inflation to remain around 6% by the end of the year, putting pressure on Federal Reserve Chairman Powell and other officials. The Fed is expected to rate hike 50 basis points at a time at its next policy meeting in May, and possibly hold one or more meetings after that while it moves ahead with plans to shrink its balance sheet.</b></p><p>Mr Biden is also being criticized for failing to keep prices under control because Americans are paying for gasoline and various groceries. The White House last month ordered the release of the largest oil reserve ever to help bring down oil prices, but the nationwide average for gasoline remains above $4 a gallon in the U.S.</p><p></body></html></p>","source":"highlight_wallstreetcn","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>Interpretation of US March CPI Data: Housing and Energy Prices Are the Main Boosters of Inflation</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\">\nInterpretation of US March CPI Data: Housing and Energy Prices Are the Main Boosters of Inflation\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-04-12 21:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Tuesday, April 12th, the U.S. Bureau of Labor Statistics released data showing that the U.S. CPI increased by 8.5% year-on-year in March, and the growth rate accelerated again.<b>The fastest growth rate since December 1981</b>, which was higher than market expectations of 8.4% and also ahead of the previous value of 7.9%. The year-on-year growth rate of CPI has reached or exceeded 5% for eleven consecutive months.</p><p><img src=\"https://static.tigerbbs.com/f302216ecd7571b4ad526fd1215c3ee7\" tg-width=\"1004\" tg-height=\"642\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In March, the month-on-month increase of CPI continued to expand, increasing by 1.2%, higher than the previous value of 0.8%.<b>The 1.2% month-on-month increase was the biggest since September 2005</b>。</p><p>Even excluding volatile food and energy prices, core CPI rose 6.5% in March from a year earlier, up from 6.4% in February,<b>Is the fastest increase since August 1982.</b></p><p><b>This is already the 22nd consecutive month that the CPI has risen, with commodity inflation actually falling month-on-month, while energy prices have soared.</b></p><p><b>Housing and energy prices are major inflation boosters</b></p><p>According to the Bureau of Labor Statistics, the biggest factors driving inflation are food, housing costs and gasoline. The Russia-Ukraine crisis has also caused energy prices to soar.</p><p><b>The index, which tracks gasoline prices, surged 18.3% month-over-month in March, accounting for more than half of the total monthly increase in CPI, the biggest increase since 2009. Energy prices rose 11% month-on-month in March, the biggest increase since 2005.</b></p><p><img src=\"https://static.tigerbbs.com/d77ecc2d6b3fb74c944b5189e01dafd7\" tg-width=\"1006\" tg-height=\"628\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>The housing index is by far the biggest contributor to inflation growth.</b>Housing inflation rose 5.0% year-over-year in March, up from 4.7% in February,<b>The highest level since May 1991</b>； Rental costs rose 4.44% year-on-year in March, up from 4.17% in February,<b>The highest level since May 2007.</b></p><p><img src=\"https://static.tigerbbs.com/cb65ddb5326d79f1b64f16a2cb9283d0\" tg-width=\"1018\" tg-height=\"592\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In contrast,<b>The used car and truck price index fell 3.8% in March, the second consecutive monthly decline.</b></p><p><img src=\"https://static.tigerbbs.com/de8ba274cf4e17afef253fd42d583b38\" tg-width=\"708\" tg-height=\"462\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Factors such as airfare, household furniture, healthcare and motor vehicle insurance also help.</p><p>The cost of services in the U.S. increased 5.1% from a year earlier, the biggest increase since 1991.<b>Airline fares rose 10.7% in March from the previous month, a record high.</b>After sharp increases in recent months, the price of household goods rose 1 percent from February, the furniture price index rose 10.1 percent from a year earlier,<b>The highest level since 1975.</b></p><p>According to a Bloomberg survey,<b>After the Fed's March meeting, inflation expectations began to fall, with markets expecting U.S. CPI to rise 7.6% and 5.7% year-over-year for the remaining two quarters of the year. According to at least 6 Wall Street banks, this is the pinnacle of an inflation wave.</b></p><p>But for the average American,<b>Real average hourly wage declined for the 12th consecutive month.</b>This also confirms a recent NBC poll,<b>Sixty-two percent of Americans say their income can't keep up with the rising cost of living.</b></p><p>Fed Pressure Doubles</p><p>The massive gains also bolstered expectations that the Fed will rate hike 50 basis points next month.</p><p>While the Fed is pursuing a more hawkish policy, inflation is unlikely to fall back to the Fed's 2% target level anytime soon. Especially given the ongoing Russia-Ukraine crisis and the increased demand for services such as tourism.</p><p>In the meantime,<b>The risk of inflation dragging the economy into a recession is accumulating.</b>There is a growing consensus of economists predicting a contraction in economic activity, either because consumer spending is falling on higher prices or because the Federal Reserve is \"overkill\" in its response to inflation.</p><p><b>Markets expect U.S. inflation to remain around 6% by the end of the year, putting pressure on Federal Reserve Chairman Powell and other officials. The Fed is expected to rate hike 50 basis points at a time at its next policy meeting in May, and possibly hold one or more meetings after that while it moves ahead with plans to shrink its balance sheet.</b></p><p>Mr Biden is also being criticized for failing to keep prices under control because Americans are paying for gasoline and various groceries. The White House last month ordered the release of the largest oil reserve ever to help bring down oil prices, but the nationwide average for gasoline remains above $4 a gallon in the U.S.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3656729\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/df74a3173019df9d7cecb61fc0d78eea","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3656729","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1136448500","content_text":"4月12日周二，美国劳工统计局公布数据显示，美国3月CPI同比增8.5%，增速再次加快，为1981年12月来的最快增速，高于市场的预期8.4%，也超前值的7.9%。CPI同比增速连续十一个月达到或高于5%。3月CPI环比涨幅继续扩大，增长1.2%，高于前值0.8%，1.2%的环比涨幅是自2005年9月以来的最大涨幅。即使剔除波动较大的食品和能源价格，3月份核心CPI较去年同期上涨了6.5%，涨幅高于2月份的6.4%，是自1982年8月以来的最快涨幅。这已经是CPI连续第22个月上涨，商品通胀实际上环比下降，而能源价格飙升。住房和能源价格是通胀的主要助推因素美国劳工统计局称，助推通胀上升的最大因素是食品、住房成本和汽油。俄乌危机也导致能源价格飙升。追踪汽油价格的指数在3月份环比飙升18.3%，占CPI月度总涨幅的一半以上，为2009年以来最大涨幅。3月份能源价格环比上涨11%，为2005年以来最大涨幅。住房指数是迄今为止助推通胀增长的最大因素。3月住房通胀同比增长5.0%，高于2月的4.7%，为1991年5月以来的最高水平；3月租金成本同比增长4.44%，高于2月的4.17%，为2007年5月以来的最高水平。相比之下，二手车和卡车价格指数在3月下跌3.8%，为连续第二个月下降。机票、家庭家具、医疗保健和机动车辆保险等因素也有助力。美国服务成本较去年同期增长5.1%，为1991年以来最大涨幅。3月份航空公司票价较上月上涨10.7%，创历史新高。在近几个月大幅上涨之后，家居用品的价格较2月份上涨了1%，家具价格指数较去年同期增长10.1%，为1975年以来的最高水平。根据彭博的一项调查，在美联储3月的会议之后，通胀预期开始下降，市场预计美国今年剩余两个季度的CPI同比涨幅分别为7.6%和5.7%。根据至少 6家华尔街银行的说法，这是通胀浪潮的顶峰。但对于普通美国人来说，实际平均时薪连续第12个月下降。这也证实了NBC最近的民意调查，62%的美国人表示他们的收入无法跟上不断上涨的生活成本。美联储压力倍增巨大涨幅也增强了美联储将在下个月加息50个基点的预期。尽管美联储正在采取更鹰派的政策，但通胀不太可能在短期内回落到美联储2%的目标水平。尤其是考虑到俄乌危机持续，以及对旅游等服务的需求增加。与此同时，通胀将经济拖入衰退的风险正在累积。越来越多的经济学家一致预测，经济活动将出现萎缩，要么是因为消费者支出因价格上涨而下降，要么是因为美联储在应对通胀时“矫枉过正”。市场预计今年年底美国通胀率仍将维持在6%左右，这将给美联储主席鲍威尔和其他官员们带来压力。预计美联储将在5月的下次政策会议上一次加息50个基点，之后可能还会举行一次或多次会议，同时推进缩减资产负债表的计划。拜登也正因未能控制住物价而受到批评，因为美国民众要为汽油和各种杂货买单。白宫上个月下令释放有史以来最大的石油储备，以帮助降低油价，但美国全国范围内的平均汽油价格仍在每加仑4美元以上。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014406846,"gmtCreate":1649690014916,"gmtModify":1676534551917,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014406846","repostId":"2226687870","repostType":4,"repost":{"id":"2226687870","kind":"highlight","pubTimestamp":1649689202,"share":"https://ttm.financial/m/news/2226687870?lang=en_US&edition=fundamental","pubTime":"2022-04-11 23:00","market":"us","language":"zh","title":"Markets Are Forming Consensus: The Risk of a U.S. Recession Is Growing","url":"https://stock-news.laohu8.com/highlight/detail?id=2226687870","media":"华尔街见闻","summary":"经济学家们认为，随着美国经济持续过热，通胀率不断攀升，美联储可能会采取更严厉的应对措施，美国经济衰退的风险越来越大。《华尔街日报》本月对65位商业、学术和金融预测人士展开访问调查，受访的经济学家认为，","content":"<p><html><head></head><body>Economists see a growing risk of a U.S. recession as the U.S. economy continues to overheat and inflation continues to climb, with the Federal Reserve likely to take a tougher response.</p><p>Economists surveyed this month by the Wall Street Journal of 65 business, academic and financial forecasters said,<b>The probability of the U.S. economy falling into recession in the next 12 months is 28%, up from 18% in January and 13% a year ago.</b></p><p>Joe Brusuelas, chief economist at RSM US LLP, noted:</p><p>The risk of a U.S. recession continues to rise as the Federal Reserve gradually raises interest rates in response to high inflation and a series of supply shocks are also ensuing.<h2>Catch-up rate hike may trigger a recession</h2>Economists slashed their economic growth forecasts for this year, according to the survey. On average, it expects inflation-adjusted GDP to rise 2.6% year-on-year for full 2022, a 1% downward revision from its forecast half a year ago.</p><p>In February, the CPI of the United States rose by 7.9% year-on-year. The high inflation rate increased the risk of economic downturn. On the other hand, the Federal Reserve is taking active actions to try to cool down inflation without reducing spending and rising unemployment.</p><p>The latest probability of a recession is slightly lower than its peak of 34.8% in September 2019, when economic growth slowed due to the Fed's rate hike the year before and, the month before, the Fed initiated its first rate cut since 2008.</p><p>Moreover, the probability of a recession predicted by economists reached the same level in August 2007, after which the recession did come. But when similar levels were reached in August 2011, the economy continued to grow.</p><p>Last month, the Federal Reserve kicked off its rate hike cycle, raising interest rates by 25 basis points and expecting six more hikes before the end of the year, the most aggressive step in nearly 15 years.<b>About 84% of economists surveyed expect the Fed to rate hike 50 basis points in early May, and more than 57% expect to see multiple rate hike of 50 basis points before the end of the year.</b></p><p><b>The median economist forecast suggests the Fed will adjust interest rates to 2.125% by the end of 2022 and then 2.875% by the end of next year.</b></p><p>In addition to the catch-up rate hike, economists also expect inflation to remain elevated, with an average of 7.5% expected in June 2022 and a drop to 5.5% by December. Respondents estimate that inflation will fall back to 2.9% by the end of 2023, not far from the Fed's 2% target.</p><p>High inflation is a major risk to economic growth, weakening spending power and consumer confidence, and prompting the Federal Reserve to tighten monetary policy. Economists are divided on what is driving inflation up. One-third cited commodity, food and gas prices, while 15% cited the Russia-Ukraine conflict.</p><p>Amy Crews Cutts, economist at AC Cutts & Associates LLC, expects higher and more persistent inflation, driven primarily by commodity prices, further exacerbated by the conflict in Ukraine.</p><p>Cutts is more pessimistic, arguing:</p><p>While monetary policy has had little impact on commodity prices, higher levels of overall inflation have forced the Fed to act, and it is politically impossible not to fight it. And the Fed's action to curb inflation will soon lead to a recession,<b>There is a 70% chance of a recession in the next 12 months.</b><h2>Wage growth may be the biggest inflation threat</h2><b>Twenty-seven percent of respondents cited wage growth or a tight labor market as the biggest inflation threat.</b></p><p>Philip Marey, senior strategist at Rabobank, said:</p><p>The Ukraine crisis will boost inflation again in the short term, and the wage-price spiral that has begun will pose a more lasting threat to inflation. In this upward spiral, workers are paid higher wages to cover rising prices, and higher wages prompt businesses to raise prices even further.<b>With the US already in an upward spiral, the Fed will have to raise interest rates, thus breaking the inflation spiral, which is enough to trigger a recession.</b>Robert Fry, an analyst at Robert Fry Economics LLC, believes there is only a 15% chance that the economy will contract in the next 12 months,<b>But over the next two years, the odds are well over 50%, and a three-quarter recession is now expected to begin in the final quarter of 2023.</b></p><p>Robert Fry It is stated that:</p><p><b>The key problem is the excess demand caused by last year's fiscal and monetary policies, and the longer it takes for inflation to be contained, the worse the recession will be.</b>While a consensus is building that the risk of a recession is rising, most economists (63%) still believe that the Fed can control inflation and achieve a \"soft landing\" without triggering a recession. Many economists say the U.S. economy is well positioned to withstand monetary tightening, given near-record low unemployment, steadily rising incomes and relatively low levels of consumer debt.</p><p>Leo Feler, senior economist at the University of California Anderson School of Management, believes there is still a lot of pent-up demand and momentum.<b>Higher interest rates are likely to bring economic growth down from 4-5% to around 2-3% this year, and growth will slow significantly, but a recession seems unlikely.</b></p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Markets Are Forming Consensus: The Risk of a U.S. Recession Is Growing</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\">\nMarkets Are Forming Consensus: The Risk of a U.S. Recession Is Growing\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-04-11 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Economists see a growing risk of a U.S. recession as the U.S. economy continues to overheat and inflation continues to climb, with the Federal Reserve likely to take a tougher response.</p><p>Economists surveyed this month by the Wall Street Journal of 65 business, academic and financial forecasters said,<b>The probability of the U.S. economy falling into recession in the next 12 months is 28%, up from 18% in January and 13% a year ago.</b></p><p>Joe Brusuelas, chief economist at RSM US LLP, noted:</p><p>The risk of a U.S. recession continues to rise as the Federal Reserve gradually raises interest rates in response to high inflation and a series of supply shocks are also ensuing.<h2>Catch-up rate hike may trigger a recession</h2>Economists slashed their economic growth forecasts for this year, according to the survey. On average, it expects inflation-adjusted GDP to rise 2.6% year-on-year for full 2022, a 1% downward revision from its forecast half a year ago.</p><p>In February, the CPI of the United States rose by 7.9% year-on-year. The high inflation rate increased the risk of economic downturn. On the other hand, the Federal Reserve is taking active actions to try to cool down inflation without reducing spending and rising unemployment.</p><p>The latest probability of a recession is slightly lower than its peak of 34.8% in September 2019, when economic growth slowed due to the Fed's rate hike the year before and, the month before, the Fed initiated its first rate cut since 2008.</p><p>Moreover, the probability of a recession predicted by economists reached the same level in August 2007, after which the recession did come. But when similar levels were reached in August 2011, the economy continued to grow.</p><p>Last month, the Federal Reserve kicked off its rate hike cycle, raising interest rates by 25 basis points and expecting six more hikes before the end of the year, the most aggressive step in nearly 15 years.<b>About 84% of economists surveyed expect the Fed to rate hike 50 basis points in early May, and more than 57% expect to see multiple rate hike of 50 basis points before the end of the year.</b></p><p><b>The median economist forecast suggests the Fed will adjust interest rates to 2.125% by the end of 2022 and then 2.875% by the end of next year.</b></p><p>In addition to the catch-up rate hike, economists also expect inflation to remain elevated, with an average of 7.5% expected in June 2022 and a drop to 5.5% by December. Respondents estimate that inflation will fall back to 2.9% by the end of 2023, not far from the Fed's 2% target.</p><p>High inflation is a major risk to economic growth, weakening spending power and consumer confidence, and prompting the Federal Reserve to tighten monetary policy. Economists are divided on what is driving inflation up. One-third cited commodity, food and gas prices, while 15% cited the Russia-Ukraine conflict.</p><p>Amy Crews Cutts, economist at AC Cutts & Associates LLC, expects higher and more persistent inflation, driven primarily by commodity prices, further exacerbated by the conflict in Ukraine.</p><p>Cutts is more pessimistic, arguing:</p><p>While monetary policy has had little impact on commodity prices, higher levels of overall inflation have forced the Fed to act, and it is politically impossible not to fight it. And the Fed's action to curb inflation will soon lead to a recession,<b>There is a 70% chance of a recession in the next 12 months.</b><h2>Wage growth may be the biggest inflation threat</h2><b>Twenty-seven percent of respondents cited wage growth or a tight labor market as the biggest inflation threat.</b></p><p>Philip Marey, senior strategist at Rabobank, said:</p><p>The Ukraine crisis will boost inflation again in the short term, and the wage-price spiral that has begun will pose a more lasting threat to inflation. In this upward spiral, workers are paid higher wages to cover rising prices, and higher wages prompt businesses to raise prices even further.<b>With the US already in an upward spiral, the Fed will have to raise interest rates, thus breaking the inflation spiral, which is enough to trigger a recession.</b>Robert Fry, an analyst at Robert Fry Economics LLC, believes there is only a 15% chance that the economy will contract in the next 12 months,<b>But over the next two years, the odds are well over 50%, and a three-quarter recession is now expected to begin in the final quarter of 2023.</b></p><p>Robert Fry It is stated that:</p><p><b>The key problem is the excess demand caused by last year's fiscal and monetary policies, and the longer it takes for inflation to be contained, the worse the recession will be.</b>While a consensus is building that the risk of a recession is rising, most economists (63%) still believe that the Fed can control inflation and achieve a \"soft landing\" without triggering a recession. Many economists say the U.S. economy is well positioned to withstand monetary tightening, given near-record low unemployment, steadily rising incomes and relatively low levels of consumer debt.</p><p>Leo Feler, senior economist at the University of California Anderson School of Management, believes there is still a lot of pent-up demand and momentum.<b>Higher interest rates are likely to bring economic growth down from 4-5% to around 2-3% this year, and growth will slow significantly, but a recession seems unlikely.</b></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3656599\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","SPXU":"三倍做空标普500ETF-ProShares",".DJI":"道琼斯","BK4581":"高盛持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DOG":"道指ETF-ProShares做空","SSO":"2倍做多标普500ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index","PSQ":"做空纳斯达克100指数ETF-ProShares","SPY":"标普500ETF","DJX":"1/100道琼斯","SH":"做空标普500-Proshares","OEX":"标普100","QID":"两倍做空纳斯达克指数ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares",".IXIC":"NASDAQ Composite","DDM":"2倍做多道指ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","BK4504":"桥水持仓","IVV":"标普500ETF-iShares","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","SDS":"两倍做空标普500 ETF-ProShares","OEF":"标普100指数ETF-iShares","UPRO":"三倍做多标普500ETF-ProShares","SQQQ":"纳指三倍做空ETF"},"source_url":"https://wallstreetcn.com/articles/3656599","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226687870","content_text":"经济学家们认为，随着美国经济持续过热，通胀率不断攀升，美联储可能会采取更严厉的应对措施，美国经济衰退的风险越来越大。《华尔街日报》本月对65位商业、学术和金融预测人士展开访问调查，受访的经济学家认为，未来12个月内美国经济陷入衰退的概率为28%，高于1月份的18%和一年前的13%。RSM US LLP首席经济学家Joe Brusuelas指出：随着美联储逐渐提高利率以应对高通胀，一系列供应冲击也正接踵而来，美国经济衰退的风险持续上升。追赶式加息或将引发衰退调查显示，经济学家大幅下调了对今年的经济增长预期。平均而言，其预计2022年全年经通胀调整后的GDP将同比增长2.6%，较半年前的预测值下调1%。美国2月CPI同比上升7.9%，高企的通胀率加大了经济下滑风险，另一方面美联储正积极采取行动，试图在不会导致支出减少和失业率上升的情况下为通胀降温。最新的衰退概率略低于2019年9月的峰值34.8%，当时由于美联储前一年的加息，经济增长放缓，并且在前一个月，美联储启动了自2008年以来的首次降息。此外，经济学家预测的衰退概率在2007年8月达到了同样的水平，之后衰退确实到来。但当2011年8月达到类似水平时，经济持续增长。上个月，美联储开启加息周期，将利率上调25个基点，并预计年底前将再上调六次利率，堪称近15年来最激进的步伐。约84%的受访经济学家预计，美联储将在5月初加息50个基点，超过57%的人预计年底前将看到了多次加息50个基点。经济学家预测中值显示，美联储将在2022年底前将利率调整至2.125%，然后在明年年底前调整至2.875%。除了追赶式加息外，经济学家还预计通胀率将保持在高位，预计2022年6月的平均通胀率为7.5%，到12月通胀率将降至5.5%。受访者估计，到2023年底通胀将回落至2.9%，与美联储2%的目标相差不远。高通胀是经济增长的主要风险，削弱了消费能力和消费者信心，并促使美联储收紧货币政策。经济学家们对推高通胀的因素意见不一。三分之一的人提到了商品、食品和天然气价格，15%的人则认为是俄乌冲突。AC Cutts & Associates LLC经济学家Amy Crews Cutts预计，通货膨胀将更高、更持久，主要驱动因素为大宗商品价格，乌克兰冲突进一步加剧了通胀。Cutts较为悲观，其认为：尽管货币政策对大宗商品价格几乎没有影响，但总体通胀水平走高迫使美联储采取行动，不与之抗争在政治上是不可能的。而美联储抑制通胀的行动将很快导致衰退，未来12个月经济衰退的可能性为70%。工资增长或成最大的通胀威胁27%的受访者认为工资增长或劳动力市场紧张是最大的通胀威胁。荷兰合作银行高级策略师Philip Marey说：乌克兰危机将在短期内再次提振通胀，已开始的工资-价格螺旋上升将对通胀构成了更持久的威胁。在这种螺旋式上升中，工人们获得了更高的工资，以支付不断上涨的物价，而更高的工资促使企业进一步提高价格。由于美国已经处于螺旋式上升通道，美联储将不得不提高利率，从而打破通胀螺旋，这足以引发经济衰退。Robert Fry Economics LLC分析师Robert Fry认为，未来12个月经济收缩的可能性仅为15%，但在未来两年内，这一可能性将远远超过50%，目前预计2023年最后一个季度将开始为期三个季度的衰退。Robert Fry指出：关键问题在于去年的财政和货币政策导致的需求过剩，而通胀得到控制所需的时间越长，衰退就越严重。尽管经济衰退的风险不断上升的共识正在形成，但大多数经济学家（63%）仍然认为，美联储能够在不引发衰退的情况下控制通胀，实现“软着陆”。许多经济学家表示，鉴于失业率接近历史新低、收入稳步上升以及消费者债务水平相对较低，美国经济完全有能力承受货币紧缩。加利福尼亚大学安德森管理学院高级经济学家Leo Feler认为，当前仍有许多被压抑的需求和动力。更高的利率可能会使今年的经济增长率从4-5%下降到2-3%左右，经济增长将显著放缓，但似乎不太可能出现衰退。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"SPY":0.9,"DXD":0.6,"DOG":0.6,"NQmain":0.6,"SDS":0.6,"TQQQ":0.6,"UDOW":0.6,".DJI":0.9,"IVV":0.6,"ESmain":0.6,"SSO":0.6,"DJX":0.6,"UPRO":0.6,"PSQ":0.6,"SH":0.6,".IXIC":0.9,"SQQQ":0.6,"MNQmain":0.6,"SDOW":0.6,"DDM":0.6,".SPX":0.6,"SPXU":0.6,"OEF":0.6,"QLD":0.6,"OEX":0.6,"QID":0.6,"QQQ":0.6}},"isVote":1,"tweetType":1,"viewCount":1469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014408875,"gmtCreate":1649689943571,"gmtModify":1676534551894,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👏","listText":"👍👍👏","text":"👍👍👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014408875","repostId":"2226684954","repostType":4,"isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015318570,"gmtCreate":1649426379235,"gmtModify":1676534510054,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015318570","repostId":"1119254166","repostType":4,"repost":{"id":"1119254166","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":1649424613,"share":"https://ttm.financial/m/news/1119254166?lang=en_US&edition=fundamental","pubTime":"2022-04-08 21:30","market":"us","language":"zh","title":"Opening | U.S. stocks opened mixed, Zhihu rose nearly 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1119254166","media":"老虎资讯综合","summary":"4月8日，美股开盘涨跌不一，道琼斯指数开盘上涨29.90点，涨幅0.09%，报34613.47点；标普500指数开盘下跌5.31点，跌幅0.12%，报4494.90点；纳斯达克综合指数开盘下跌65.0","content":"<p><html><head></head><body>On April 8th, U.S. stocks opened with mixed gains and losses, with the Dow Jones index opening up 29.90 points, or 0.09%, to 34,613.47 points; The S&P 500 opened down 5.31 points, or 0.12%, at 4,494.90; The Nasdaq Composite Index opened down 65.01 points, or 0.47%, at 13,832.29.</p><p><img src=\"https://static.tigerbbs.com/6c8a5530d15ef40ad6aba90cee0a0c87\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Nearly 5%, the company passed the listing hearing of Hong Kong Stock Exchange.</p><p><a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>It fell more than 2% after the company received a notice from Nasdaq that it did not comply with Nasdaq's rules for continued listing.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening | U.S. stocks opened mixed, Zhihu rose nearly 5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpening | U.S. stocks opened mixed, Zhihu rose nearly 5%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-04-08 21:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 8th, U.S. stocks opened with mixed gains and losses, with the Dow Jones index opening up 29.90 points, or 0.09%, to 34,613.47 points; The S&P 500 opened down 5.31 points, or 0.12%, at 4,494.90; The Nasdaq Composite Index opened down 65.01 points, or 0.47%, at 13,832.29.</p><p><img src=\"https://static.tigerbbs.com/6c8a5530d15ef40ad6aba90cee0a0c87\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Nearly 5%, the company passed the listing hearing of Hong Kong Stock Exchange.</p><p><a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>It fell more than 2% after the company received a notice from Nasdaq that it did not comply with Nasdaq's rules for continued listing.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"ZH":"知乎",".SPX":"S&P 500 Index","02390":"知乎-W",".IXIC":"NASDAQ Composite","BK4077":"互动媒体与服务",".DJI":"道琼斯","BK4509":"腾讯概念","BK4539":"次新股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119254166","content_text":"4月8日，美股开盘涨跌不一，道琼斯指数开盘上涨29.90点，涨幅0.09%，报34613.47点；标普500指数开盘下跌5.31点，跌幅0.12%，报4494.90点；纳斯达克综合指数开盘下跌65.01点，跌幅0.47%，报13832.29点。知乎涨近5%，公司通过港交所上市聆讯。法拉第未来跌超2%，此前公司收到纳斯达克通知，称其不符合纳斯达克继续上市规则。","news_type":1,"symbols_score_info":{"02390":0,".IXIC":0.9,".SPX":0.9,".DJI":0.9,"ZH":0.9,"FFIE":0.9}},"isVote":1,"tweetType":1,"viewCount":1000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013215026,"gmtCreate":1648734468153,"gmtModify":1676534387943,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"htmlText":"C👍👍👍","listText":"C👍👍👍","text":"C👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013215026","repostId":"1175916518","repostType":4,"repost":{"id":"1175916518","kind":"news","pubTimestamp":1648734408,"share":"https://ttm.financial/m/news/1175916518?lang=en_US&edition=fundamental","pubTime":"2022-03-31 21:46","market":"us","language":"zh","title":"Faraday Future Slumps at Opening, Several Managers Summoned by SEC","url":"https://stock-news.laohu8.com/highlight/detail?id=1175916518","media":"新浪科技","summary":"一次内部调查发现，公司向投资者发布了一些不准确的声明。","content":"<p><html><head></head><body>Faraday Future, the electric vehicle company founded by Jia Yueting, fell more than 10% after the opening bell on Thursday. Market News: Faraday Future is fully cooperating with the SEC investigation and has received notices and subpoenas from SEC staff.</p><p><img src=\"https://static.tigerbbs.com/ee4d0b3c939e0ca64dd9d2d9ead17994\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Faraday Future said in February that an internal investigation found that the company had issued inaccurate statements to investors. To do so, Faraday Future cut the basic salaries of CEO Carsten Breitfield and founder Jia Yueting and asked them to report to Susan Swenson, the newly appointed executive chairman of the board.</p><p>But at the same time, the inquiry also dismissed a short seller's claim that Faraday Future was the \"new EV scam.\" Faraday Future's special commissioner in charge of the investigation said that no relevant evidence was found in the investigation for these claims.</p><p>Today, Faraday Future also said it would miss the deadline to file its 2021 annual report due to delays caused by internal investigations. Last November, Faraday Future had delayed its quarterly report.</p><p>Faraday Future also said it expects operating losses to increase to approximately $186 million in the quarter ended September 30, 2021, compared to an operating loss of $18 million in the same period the previous year. Faraday Future said this was primarily due to higher expenses related to the commissioning of the Hanford, California, plant.</p><p></body></html></p>","source":"sina_tech","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>Faraday Future Slumps at Opening, Several Managers Summoned by SEC</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\">\nFaraday Future Slumps at Opening, Several Managers Summoned by SEC\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪科技</strong><span class=\"h-time small\">2022-03-31 21:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Faraday Future, the electric vehicle company founded by Jia Yueting, fell more than 10% after the opening bell on Thursday. Market News: Faraday Future is fully cooperating with the SEC investigation and has received notices and subpoenas from SEC staff.</p><p><img src=\"https://static.tigerbbs.com/ee4d0b3c939e0ca64dd9d2d9ead17994\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Faraday Future said in February that an internal investigation found that the company had issued inaccurate statements to investors. To do so, Faraday Future cut the basic salaries of CEO Carsten Breitfield and founder Jia Yueting and asked them to report to Susan Swenson, the newly appointed executive chairman of the board.</p><p>But at the same time, the inquiry also dismissed a short seller's claim that Faraday Future was the \"new EV scam.\" Faraday Future's special commissioner in charge of the investigation said that no relevant evidence was found in the investigation for these claims.</p><p>Today, Faraday Future also said it would miss the deadline to file its 2021 annual report due to delays caused by internal investigations. Last November, Faraday Future had delayed its quarterly report.</p><p>Faraday Future also said it expects operating losses to increase to approximately $186 million in the quarter ended September 30, 2021, compared to an operating loss of $18 million in the same period the previous year. Faraday Future said this was primarily due to higher expenses related to the commissioning of the Hanford, California, plant.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/tech/2022-03-31/doc-imcwiwss9241173.shtml\">新浪科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{},"source_url":"https://finance.sina.com.cn/tech/2022-03-31/doc-imcwiwss9241173.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175916518","content_text":"周四，贾跃亭创办的电动汽车公司法拉第未来（Faraday Future）开盘后跌超10%。市场消息：法拉第未来正全力配合美国证券交易委员会的调查，已收到美国证券交易委员会工作人员的通知和传票。法拉第未来今年2月曾表示，一次内部调查发现，公司向投资者发布了一些不准确的声明。为此，法拉第未来削减了公司CEO卡斯滕·布莱特菲尔德（Carsten Breitfield）和创始人贾跃亭的基本工资，并要求他们向新任命的董事会执行主席苏珊·斯文森（Susan Swenson）汇报工作。但与此同时，这次调查也驳斥了一家卖空者的说法，即法拉第未来是“新的电动汽车骗局”。法拉第未来负责这次调查的特别委员称，对于这些说法 ，在调查中没有发现相关证据。今日，法拉第未来还表示，由于内部调查造成的延误，该公司将错过提交2021年年报的最后期限。去年11月，法拉第未来曾推迟提交季度报告。法拉第未来还表示，在截至2021年9月30日的季度内，预计运营亏损将增至约1.86亿美元，而前一年同期运营亏损1800万美元。法拉第未来表示，这主要是由于加州汉福德工厂投产相关的支出增加所致。","news_type":1,"symbols_score_info":{"FFIE":0.9}},"isVote":1,"tweetType":1,"viewCount":934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9085959961,"gmtCreate":1650637018651,"gmtModify":1676534768254,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085959961","repostId":"1189476229","repostType":4,"repost":{"id":"1189476229","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":1650634254,"share":"https://ttm.financial/m/news/1189476229?lang=en_US&edition=fundamental","pubTime":"2022-04-22 21:30","market":"us","language":"zh","title":"Opening | Dow dropped 200 points, Chinese concept stocks improved JD.COM rose more than 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189476229","media":"老虎资讯综合","summary":"美国国债收益率延续涨势，投资者继续权衡美联储主席杰罗姆鲍威尔的鹰派言论。","content":"<p><html><head></head><body>On Friday, April 22nd, the Dow Jones Index opened down 220.44 points, or 0.63%, at 34,572.32 points; The S&P 500 opened down 14.01 points, or 0.32%, at 4,379.65; The Nasdaq Composite opened up 10.80 points, or 0.08%, at 13,185.46. On the news, the yield of Treasury Bond in the United States continued its rally, and investors continued to weigh Federal Reserve Chairman Jerome Powell's hawkish remarks.</p><p><img src=\"https://static.tigerbbs.com/396885fb095ea4f4d126609abbd5b31a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/JD\">Jingdong</a>It rose by more than 4%. On the news, JD.COM announced on Thursday that the company's board of directors is considering declaring and paying a special Dividend in cash, and it is expected that a Dividend will be declared by a board resolution around May 4, 2022 (Hong Kong time).</p><p><img src=\"https://static.tigerbbs.com/61b57c4bfd12b39948e73f991af2b050\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>It rose by more than 3%, and Alibaba and Li Auto rose by more than 2%.</p><p>China education stocks strengthened, with Gaotu rising over 8%, TAL rising 5.7%, Youdao rising 5%, Head Education rising nearly 4% and New Oriental rising 3%.</p><p>Daqo New Energy rose by more than 4%, with revenue of USD 1,280.3 billion in the first quarter, compared with USD 256.1 million in the same period of last year, a year-on-year increase of 400%.</p><p><a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It fell by more than 3%, and Zhihu officially landed on the Hong Kong Stock Exchange today, closing by more than 23% on the first day.</p><p>FMCG brand Gap fell more than 19% after announcing that Nancy Green, CEO of sub-brand Old Navy, will leave this weekend and expects first-quarter sales to decline more than initially expected.</p><p><a href=\"https://laohu8.com/S/SAP\">SAP SE</a>Down 1.2%, the company's adjusted earnings before interest and tax (EBIT) in the first quarter was 1.677 billion euros, compared with market expectations of 1.740 billion euros.</p><p>Autoliv fell by more than 7%, with revenue of $2.12 billion in the first quarter, lower than the market expectation of $2.17 billion.</p><p>Intuitive Surgery fell 7.4%, and net income attributable to common shareholders of the parent company in the first quarter of fiscal 2022 was $366 million, down 14.24% year-on-year.</p><p>Newmont Mining fell more than 8% after first-quarter earnings missed expectations as lower gold production offset higher prices.</p><p>Verizon fell more than 5% as the company lowered its services and other revenue guidance for 2022.</p><p>Cliff Natural Resources rose more than 10% after the company reported better-than-expected first-quarter adjusted earnings per share and sales results and raised its average selling price guidance for fiscal 2022.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening | Dow dropped 200 points, Chinese concept stocks improved JD.COM rose more than 4%</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 | Dow dropped 200 points, Chinese concept stocks improved JD.COM rose more than 4%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-04-22 21:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Friday, April 22nd, the Dow Jones Index opened down 220.44 points, or 0.63%, at 34,572.32 points; The S&P 500 opened down 14.01 points, or 0.32%, at 4,379.65; The Nasdaq Composite opened up 10.80 points, or 0.08%, at 13,185.46. On the news, the yield of Treasury Bond in the United States continued its rally, and investors continued to weigh Federal Reserve Chairman Jerome Powell's hawkish remarks.</p><p><img src=\"https://static.tigerbbs.com/396885fb095ea4f4d126609abbd5b31a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/JD\">Jingdong</a>It rose by more than 4%. On the news, JD.COM announced on Thursday that the company's board of directors is considering declaring and paying a special Dividend in cash, and it is expected that a Dividend will be declared by a board resolution around May 4, 2022 (Hong Kong time).</p><p><img src=\"https://static.tigerbbs.com/61b57c4bfd12b39948e73f991af2b050\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>It rose by more than 3%, and Alibaba and Li Auto rose by more than 2%.</p><p>China education stocks strengthened, with Gaotu rising over 8%, TAL rising 5.7%, Youdao rising 5%, Head Education rising nearly 4% and New Oriental rising 3%.</p><p>Daqo New Energy rose by more than 4%, with revenue of USD 1,280.3 billion in the first quarter, compared with USD 256.1 million in the same period of last year, a year-on-year increase of 400%.</p><p><a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It fell by more than 3%, and Zhihu officially landed on the Hong Kong Stock Exchange today, closing by more than 23% on the first day.</p><p>FMCG brand Gap fell more than 19% after announcing that Nancy Green, CEO of sub-brand Old Navy, will leave this weekend and expects first-quarter sales to decline more than initially expected.</p><p><a href=\"https://laohu8.com/S/SAP\">SAP SE</a>Down 1.2%, the company's adjusted earnings before interest and tax (EBIT) in the first quarter was 1.677 billion euros, compared with market expectations of 1.740 billion euros.</p><p>Autoliv fell by more than 7%, with revenue of $2.12 billion in the first quarter, lower than the market expectation of $2.17 billion.</p><p>Intuitive Surgery fell 7.4%, and net income attributable to common shareholders of the parent company in the first quarter of fiscal 2022 was $366 million, down 14.24% year-on-year.</p><p>Newmont Mining fell more than 8% after first-quarter earnings missed expectations as lower gold production offset higher prices.</p><p>Verizon fell more than 5% as the company lowered its services and other revenue guidance for 2022.</p><p>Cliff Natural Resources rose more than 10% after the company reported better-than-expected first-quarter adjusted earnings per share and sales results and raised its average selling price guidance for fiscal 2022.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189476229","content_text":"4月22日（周五），道琼斯指数开盘下跌220.44点，跌幅0.63%，报34572.32点；标普500指数开盘下跌14.01点，跌幅0.32%，报4379.65点；纳斯达克综合指数开盘上涨10.80点，涨幅0.08%，报13185.46点。消息面上，美国国债收益率延续涨势，投资者继续权衡美联储主席杰罗姆鲍威尔的鹰派言论。京东涨超4%。消息面上，京东周四宣布，公司董事会正在考虑宣布和支付现金特别股息，预计将于2022年5月4日（香港时间）左右通过董事会决议宣布股息。拼多多涨超3%，阿里巴巴、理想汽车涨超2%。中概教育股走强，高途涨超8%，好未来涨5.7%，有道涨5%，掌门教育涨近4%，新东方涨3%。大全新能源涨超4%，一季度营收12.803亿美元，上年同期2.561亿美元，同比涨幅达400%。知乎跌超3%，知乎今日正式登陆港交所，首日收盘跌超23%。时尚快消品牌盖璞跌超19%，此前宣布子品牌Old Navy的CEO南希·格林将于本周末离职，并预计第一季度销售下降幅度将超过最初的预期。SAP SE跌1.2%，公司第一季度调整后息税前利润（EBIT）为16.77亿欧元，市场预期为17.40亿欧元。奥托立夫跌超7%，一季度营收21.2亿美元，低于21.7亿美元的市场预期。直觉外科公司跌7.4%，2022财年第一财季归属于母公司普通股股东净利润为3.66亿美元，同比下降14.24%。纽蒙特矿业跌超8%，第一季度收益低于预期，因黄金产量下降抵消了价格上涨的影响。威瑞森跌超5%，公司降低了其2022年的服务和其他收入指引。克里夫天然资源公司涨超10%，此前该公司公布了好于预期的第一季度调整后每股收益和销售业绩，并上调了2022财年平均售价指引。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032638188,"gmtCreate":1647351311364,"gmtModify":1676534219263,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032638188","repostId":"1156981216","repostType":4,"repost":{"id":"1156981216","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":1647351113,"share":"https://ttm.financial/m/news/1156981216?lang=en_US&edition=fundamental","pubTime":"2022-03-15 21:31","market":"us","language":"zh","title":"Opening | Airline stocks jump as three major indices collectively open higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1156981216","media":"老虎资讯综合","summary":"3月15日（周二），美股三大指数集体高开，道指涨0.58%，纳指涨0.83%，标普500指数涨0.62%。石油股、黄金股普跌，西方石油、卡隆石油跌逾5%，哈莫尼黄金跌超5%，赫克拉矿业跌超3%。美股航","content":"<p><html><head></head><body>On March 15th (Tuesday), the three major U.S. stock indexes opened higher collectively, with the Dow up 0.58%, the Nasdaq up 0.83% and the S&P 500 up 0.62%.</p><p><img src=\"https://static.tigerbbs.com/103591890b2d659fd1815c6d0a73f3d8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>Oil stocks and gold stocks fell generally,<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>、<a href=\"https://laohu8.com/S/CPE\">Caron Petroleum</a>dropped more than 5%,<a href=\"https://laohu8.com/S/HMY\">Harmony Gold</a>fell by more than 5%,<a href=\"https://laohu8.com/S/HL\">Hecla Mining</a>It fell by more than 3%.</p><p>U.S. airline stocks surged,<a href=\"https://laohu8.com/S/DAL\">Delta Airlines</a>、<a href=\"https://laohu8.com/S/UAL\">United Continental Airlines</a>It rose by more than 9%,<a href=\"https://laohu8.com/S/AAL\">American Airlines</a>、<a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a>It rose more than 8%. Many airlines expect revenue to be at the upper edge of the previous guidance range or several percentage points above.</p><p>Anti-epidemic concept stocks strengthened,<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>Up more than 4%,<a href=\"https://laohu8.com/S/NVAX\">Novavax Pharma</a>Up nearly 2%.</p><p><a href=\"https://laohu8.com/S/HYMC\">Hycroft Mining</a>Soaring over 80%, the company gained<a href=\"https://laohu8.com/S/AMC\">AMC Cinema</a>And Sprott totaling $56 million in equity investment.</p><p><a href=\"https://laohu8.com/S/GTLB\">Gitlab</a>It rose by more than 22%, and Q4 revenue increased by more than 68% year-on-year to $77.8 million, which was better than market expectations.</p><p><a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>Over 12%, the company announced plans to explore listing in Hong Kong.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening | Airline stocks jump as three major indices collectively open higher</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 | Airline stocks jump as three major indices collectively open higher\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-03-15 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On March 15th (Tuesday), the three major U.S. stock indexes opened higher collectively, with the Dow up 0.58%, the Nasdaq up 0.83% and the S&P 500 up 0.62%.</p><p><img src=\"https://static.tigerbbs.com/103591890b2d659fd1815c6d0a73f3d8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>Oil stocks and gold stocks fell generally,<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>、<a href=\"https://laohu8.com/S/CPE\">Caron Petroleum</a>dropped more than 5%,<a href=\"https://laohu8.com/S/HMY\">Harmony Gold</a>fell by more than 5%,<a href=\"https://laohu8.com/S/HL\">Hecla Mining</a>It fell by more than 3%.</p><p>U.S. airline stocks surged,<a href=\"https://laohu8.com/S/DAL\">Delta Airlines</a>、<a href=\"https://laohu8.com/S/UAL\">United Continental Airlines</a>It rose by more than 9%,<a href=\"https://laohu8.com/S/AAL\">American Airlines</a>、<a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a>It rose more than 8%. Many airlines expect revenue to be at the upper edge of the previous guidance range or several percentage points above.</p><p>Anti-epidemic concept stocks strengthened,<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>Up more than 4%,<a href=\"https://laohu8.com/S/NVAX\">Novavax Pharma</a>Up nearly 2%.</p><p><a href=\"https://laohu8.com/S/HYMC\">Hycroft Mining</a>Soaring over 80%, the company gained<a href=\"https://laohu8.com/S/AMC\">AMC Cinema</a>And Sprott totaling $56 million in equity investment.</p><p><a href=\"https://laohu8.com/S/GTLB\">Gitlab</a>It rose by more than 22%, and Q4 revenue increased by more than 68% year-on-year to $77.8 million, which was better than market expectations.</p><p><a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>Over 12%, the company announced plans to explore listing in Hong Kong.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"SPY":"标普500ETF","UAL":"联合大陆航空","CPE":"卡隆石油","NVAX":"诺瓦瓦克斯医药","GTLB":"GitLab, Inc.","HL":"赫克拉矿业","TQQQ":"纳指三倍做多ETF","AAL":"美国航空","SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF","DAL":"达美航空",".DJI":"道琼斯","03086":"华夏纳指",".IXIC":"NASDAQ Composite","HYMC":"Hycroft Mining Holding Corporation","HMY":"哈莫尼黄金",".SPX":"S&P 500 Index","AMC":"AMC院线","LUV":"西南航空","OXY":"西方石油"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156981216","content_text":"3月15日（周二），美股三大指数集体高开，道指涨0.58%，纳指涨0.83%，标普500指数涨0.62%。石油股、黄金股普跌，西方石油、卡隆石油跌逾5%，哈莫尼黄金跌超5%，赫克拉矿业跌超3%。美股航空股大涨，达美航空、联合大陆航空涨超9%，美国航空、西南航空涨超8%。多家航空公司预计营收将在此前指引区间的上沿或高出数个百分点。抗疫概念股走强，Moderna涨逾4%，诺瓦瓦克斯医药涨近2%。Hycroft Mining暴涨超80%，公司获AMC院线和Sprott共计5600万美元的股权投资。Gitlab大涨超22%，Q4营收同比增逾68%至7780万美元，且好于市场预期。金山云涨超12%，公司宣布计划探索在香港上市。","news_type":1,"symbols_score_info":{"GTLB":0.9,"HL":0.9,"AMC":0.9,"HMY":0.9,"YMmain":0.9,"OXY":0.9,"SQQQ":0.9,"03086":0.9,"UAL":0.9,".IXIC":0.9,"AAL":0.9,"TQQQ":0.9,"QQQ":0.9,"SPY":0.9,"CPE":0.9,"DAL":0.9,"NVAX":0.9,"NQmain":0.9,".DJI":0.9,"HYMC":0.9,".SPX":0.9,"LUV":0.9,"GCmain":0.9}},"isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037348288,"gmtCreate":1648042018911,"gmtModify":1676534295820,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037348288","repostId":"2221189017","repostType":4,"repost":{"id":"2221189017","kind":"highlight","pubTimestamp":1648039385,"share":"https://ttm.financial/m/news/2221189017?lang=en_US&edition=fundamental","pubTime":"2022-03-23 20:43","market":"hk","language":"zh","title":"Liu Chiping: Cost optimization for loss-making businesses is expected to still grow staff this year","url":"https://stock-news.laohu8.com/highlight/detail?id=2221189017","media":"澎湃新闻","summary":"3月23日，腾讯公司总裁刘炽平表示，“目前，互联网行业正在遭遇结构性的挑战和改变，腾讯作为其中参与者也会主动进行调整。过去，行业是竞争驱动型，投入较大；现在，相比短期收益大家更关注长线业务发展，更健康","content":"<p><div>On March 23rd, Liu Chiping, president of Tencent, said, \"At present, the Internet industry is encountering structural challenges and changes, and Tencent, as a participant, will also take the initiative to make adjustments. In the past, the industry was competition-driven and invested heavily; Now, compared with short-term income, everyone pays more attention to long-term business development and invests healthier, especially in the optimization of marketing costs, operating costs and labor costs. We have also carried out cost optimisation actions for loss-making businesses to maintain healthier growth. \" Liu Chiping said that Tencent has always been a company that actively embraces change. The company has always adhered to an entrepreneurial mentality. According to social development...</p><p><a href=\"https://wallstreetcn.com/articles/3655048\">Web link</a></div></p>","source":"pengpai_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Liu Chiping: Cost optimization for loss-making businesses is expected to still grow staff this 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\">\nLiu Chiping: Cost optimization for loss-making businesses is expected to still grow staff this year\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">澎湃新闻</strong><span class=\"h-time small\">2022-03-23 20:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>On March 23rd, Liu Chiping, president of Tencent, said, \"At present, the Internet industry is encountering structural challenges and changes, and Tencent, as a participant, will also take the initiative to make adjustments. In the past, the industry was competition-driven and invested heavily; Now, compared with short-term income, everyone pays more attention to long-term business development and invests healthier, especially in the optimization of marketing costs, operating costs and labor costs. We have also carried out cost optimisation actions for loss-making businesses to maintain healthier growth. \" Liu Chiping said that Tencent has always been a company that actively embraces change. The company has always adhered to an entrepreneurial mentality. According to social development...</p><p><a href=\"https://wallstreetcn.com/articles/3655048\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3655048\">澎湃新闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"BK1521":"挪威政府全球养老基金持仓","BK1526":"科网股","00700":"腾讯控股","BK1591":"就地过年概念","BK1608":"元宇宙概念","BK1095":"互动媒体与服务","BK1502":"双十一","TCEHY":"腾讯控股ADR","BK1517":"云办公","BK1586":"云计算","BK1531":"手游股","BK1516":"腾讯概念","BK4077":"互动媒体与服务","BK1589":"北水核心资产"},"source_url":"https://wallstreetcn.com/articles/3655048","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221189017","content_text":"3月23日，腾讯公司总裁刘炽平表示，“目前，互联网行业正在遭遇结构性的挑战和改变，腾讯作为其中参与者也会主动进行调整。过去，行业是竞争驱动型，投入较大；现在，相比短期收益大家更关注长线业务发展，更健康地投入，尤其是对营销成本、运营成本和人力成本的优化。我们也对亏损业务进行了成本优化动作，以便保持更加健康的增长。”刘炽平表示，腾讯一直以来都是一家积极拥抱变化的公司，公司一直秉持创业心态，根据社会发展和业务需求，持续进行组织优化。未来腾讯将以健康可持续为原则，聚焦重点战略领域，调配人员在具长远价值的业务，同时持续引进核心科技人才和优秀的应届毕业生 , 预计2022年人员仍会增长。他还表示，互联网行业有非常巨大的变化，行业都在阵痛。“当我们主动拥抱变化并进行一系列优化动作后，腾讯将更加健壮，业务将更加健康发展，我们对未来充满信心。”此前，澎湃新闻曾经报道，腾讯部分事业群开启人员优化，对外招聘计划紧缩，主要涉及优化的事业群包括平台及内容业务事业群（PCG）和云与智慧产业事业群（CSIG）。","news_type":1,"symbols_score_info":{"00700":1,"TCEHY":1}},"isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034426621,"gmtCreate":1647951422354,"gmtModify":1676534283712,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034426621","repostId":"1113165823","repostType":4,"repost":{"id":"1113165823","kind":"news","pubTimestamp":1647948726,"share":"https://ttm.financial/m/news/1113165823?lang=en_US&edition=fundamental","pubTime":"2022-03-22 19:32","market":"us","language":"zh","title":"Nio: Upstream layout to cast batteries, downstream cross-border to make mobile phones","url":"https://stock-news.laohu8.com/highlight/detail?id=1113165823","media":"灵猫财经","summary":"近年来，新能源造车成为高光产业，一众互联网科技公司都在以自己的方式参与造车。阿里、腾讯在投资，百度在搞AI自动驾驶和车路协同，小米、苹果选择亲自下场造车，在新能源汽车的未来趋势已经确定的情况下，入局造","content":"<p><html><head></head><body>In recent years, new energy car manufacturing has become a highlight industry, and a number of Internet technology companies are participating in car manufacturing in their own way.</p><p>Ali,<a href=\"https://laohu8.com/S/00700\">Tencent</a>In investing,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Engaging in AI autonomous driving and vehicle-road collaboration, Xiaomi,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Choosing to build a car in person, when the future trend of new energy vehicles has been determined, it is not a strange thing to enter the market to build a car. After all, this is an exploration of the blue ocean market.</p><p>But on the other side of Xiaomi and Apple's entry to build cars, Geely,<a href=\"https://laohu8.com/S/NIO\">Nio</a>However, these car companies began to \"reverse\" operation and began to explore the mobile phone market.</p><p>Nio, as the leading enterprise among the new forces of domestic car manufacturing, first invested in battery raw material manufacturers after the beginning of the year<a href=\"https://laohu8.com/S/300207\">Sunwanda</a>Then there was the news that it planned to \"cross-border\" mobile phones. If investment in Xinwangda can be understood as the layout in the upstream of the industrial chain, then what is the intention of Nio to \"cross-border\" mobile phones?</p><p>Upstream layout of battery investment</p><p>On February 24th, Xinwangda announced that its holding subsidiary \"Xinwangda Electric Vehicle Battery Co., Ltd.\" received a new round of capital increase, and the investment list of China's upstart car manufacturer \"Wei Xiaoli\" was impressively listed.</p><p>It is a business logic for Nio to invest in Sunwanda.</p><p>At present, the sales environment of electric vehicle market is hot. The New Energy Vehicle Industry Development Plan (2021-2035) issued by the State Council also clearly points out that by 2025, the sales volume of new energy vehicles will reach about 20% of the total sales volume of vehicles, and the market demand for electric vehicles will continue to grow.</p><p>Faced with the huge market gap, the delivery cycle of new energy vehicles has always been a problem plaguing consumers and manufacturers. Usually, after consumers place an order for a vehicle, they need to wait for 1-3 months before picking up the vehicle. In the case of unstable raw material supply, if they encounter market fluctuations with increasing demand, it is a long waiting process from ordering to picking up the vehicle.</p><p>For users, the long pick-up cycle is the extra time cost, and the variable factors in the market are the potential risks, such as price reduction, replacement and facelift, etc. The longer the pick-up cycle, the worse consumers' enthusiasm for buying cars will be, which will affect the sales problem;</p><p>For manufacturers, the reason why the supply can't meet the demand is due to the shortage of production capacity. The reasons for the shortage of production capacity of new energy vehicles are chip shortage, factory productivity shortage, and the current shortage of battery raw materials. This is also the reason why Nio invested in Sunwanda, in order to solve the shortage of battery raw materials supply.</p><p>Li Bin, founder of Nio, once said in a conference call that the shortage of battery supply is a bottleneck limiting capacity improvement.</p><p>In fact, the shortage of battery raw materials has appeared since the beginning of new energy electric vehicles entering the production capacity climbing stage. At that time, the domestic electric vehicle industry chain was not yet mature and perfect, the upstream battery raw material manufacturers had limited production capacity, and the supply could not meet the huge demand gap. The market demand forced the production capacity to increase. Battery manufacturers expanded the scale of production lines to match the market demand, which provided fertile soil for the rise of domestic battery suppliers.<a href=\"https://laohu8.com/S/300750\">CATL</a>Is one of the representatives.</p><p>As the leader of power battery suppliers, CATL took the lead in harvesting a large number of orders.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Nio Automobile,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>They are all his customers, and new energy vehicle manufacturers are competing to cooperate with CATL to get more batteries. New energy vehicle manufacturers are \"stuck\" by CATL.</p><p>According to the data released by SNE Research, a Korean market Research organization, from January to November 2021, CATL ranked first with a market share of 31.8%, 11.3% higher than LG Energy, which ranked second. CATL now maintains a leading position in the new energy vehicle power battery market.</p><p>The mutual restriction between supply and demand and price changes is the basic law of commodity economy. In the face of CATL era, the \"first brother\" of the power battery market, the bargaining power of new energy vehicle manufacturers has been greatly reduced, and this taste of being limited by others for a long time in the upstream of the industry is not pleasant.</p><p>This has led to the scene of \"Wei Xiaoli\" holding hands to invest in Xinwangda. At the moment of being \"stuck\" in CATL, \"Wei Xiaoli\" needs a battery supplier that can be used for himself to appear, so as to reverse his completely passive position. The thirst for batteries makes three enterprises with direct competition turn their enemies into jade and gather together to make money.</p><p>However, the fundamental reason why \"Wei Xiaoli\" can reach a consensus on investing in Sunwanda is that although the battery is one of the indispensable three electricities of electric vehicles and the power source of electric vehicles, its fundamental battery is only a basic raw material in the end.</p><p>At present, there is a shortage of power batteries, and battery life is still the key selling point that affects users' car purchase choice. However, these two problems are only the problems faced at this stage. In the long run, the problems of battery shortage and battery life will eventually be solved, and it is not impossible to share a raw material supplier with competitors.</p><p>If electric vehicles are regarded as a large-scale electronic product, compared with the more mature mobile phone industry, the raw materials such as batteries, screens and chips in the mobile phone industry are almost occupied by head suppliers.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>The screen,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The chip is almost the standard of flagship models of all brands.</p><p>For \"Wei Xiaoli\", more choices mean stronger bargaining power and richer sources of raw materials, which is a situation that consumers and manufacturers are happy to see.</p><p>Downstream cross-border mobile phone</p><p>Recently, according to<a href=\"https://laohu8.com/S/KRKR\">36 Krypton</a>It is reported that Nio has set up a mobile phone business department, and Yin Shuijun, the former president of Meitu Mobile, has joined Nio to take charge of the mobile phone business.</p><p>If Nio invested in Sunwanda is the layout of the upstream industrial chain, then why did Nio \"cross-border\" enter the mobile phone market? Nio, which can join hands with other car companies to invest in Sunwanda, why do you want to make your own mobile phone?</p><p>It is not a precedent for car companies to make mobile phones across the border in Nio. Tesla has also reported that it wants to set foot in the mobile phone market. Geely Automobile has also set up \"Hubei Xingji Times Technology Co., Ltd.\" for the mobile phone business. Previously, it was reported that Geely wants to acquire Meizu.</p><p>Apple and Xiaomi want to build cars, and Geely and Nio want to build mobile phones. Just as it is written in Siege, people inside want to go out, and people outside want to come in. The reasons why Apple and Xiaomi entered the game to build cars are not listed. Let's first take a look at the reasons why Geely and Nio make mobile phones.</p><p>Nio may make mobile phones for the same reason as Geely.</p><p>Geely's intention to make a mobile phone may be due to the problem of its own car-machine system. Last year, Geely's new energy model \"Ji Krypton 001\" began to be delivered. After the first batch of users experienced it, there were a lot of complaints about Ji Krypton 001. Most car owners said that the experience of Ji Krypton 001's car-machine system in actual use was \"not ideal\", and there were often jamming problems and system bugs. Some car owners said that the operation logic of the car-machine system was not clear.</p><p>System lag and operation logic, these words that should have appeared in the use evaluation of electronic products, are now used to evaluate new energy vehicles. Thinking of Zhou Hongyi's previous remarks that \"the current car is a sofa on four wheels, and the Nio becomes a computer on four wheels\", the product nature of new energy vehicles seems to be moving closer to electronic products.</p><p>From the perspective of thinking that new energy vehicles belong to electronic products, then the hardware configuration of vehicles such as batteries, seats, motors and air conditioners is similar to the memory, screen and lens of mobile phones.</p><p>Judging from the current situation of the mobile phone market, hardware is just configuration. Whether it is a high-pixel lens or a large-capacity memory, it is ultimately just the hardware that \"works\" for the system. The system and software are the core of the distance between brands.</p><p>After the automobile is intelligently connected to the Internet, the blessing of technology and the Internet gives the automobile the ability to realize more functions, such as autonomous driving and automatic parking.</p><p>Cars have become like mobile phones and new Internet terminal devices for users, and these functions are like \"software\" installed on the car body. Then the car-machine system running the software is like ios and Android in mobile phones, so the smoothness of the system running the software will be related to the user's car experience. It is estimated that no one wants to wait for the delay of the car-machine system response during driving.</p><p>Back to the fact that car companies make mobile phones, the real purpose of Geely's acquisition of Meizu may not be to make mobile phones, but to gain experience in technology and software development related to terminal systems. When its own car system is not satisfactory, it is logical to make up for its shortcomings in car system by acquiring mobile phone brands with mature technology.</p><p>Looking at the essence through the appearance, and jumping out of the gimmick of car companies making mobile phones, Geely seems to be buying \"mobile phones\", but in fact, it is buying \"technology\" for car machines.</p><p>The purpose of making mobile phones in Nio will not be very different. Judging from the brand tone of Weilai's insistence on positioning high-end, Nio mobile phones will not be products that go by volume in the end, but serve a small number of people. Ultimately, they are to improve user experience, optimize vehicle-machine system and build an ecological closed loop.</p><p>It is not new for manufacturers to care about car-machine systems. At the beginning, the reason why people were interested in Tesla was not only electric but also autonomous driving. In order to meet more functions in the future, new energy vehicles are bound to improve the computing power of car-machine systems. Whether Tesla supports steam game library, or<a href=\"https://laohu8.com/S/002594\">BYD</a>Playing \"Eternal Tribulation\" has proved that the computing power requirements of the car-machine system are not only as simple as mobile phones, but mobile phones are only the reference objects of car companies on the road to upgrading the car-machine, and electric vehicles may eventually become a mobile \"space-type\" electronic product.</p><p>Conclusion:</p><p>The emergence of electric vehicles is not just the progress of driving mode, but the electrification of vehicles is not the ultimate goal, but intelligence is. Nowadays, there is a certain amount of new energy vehicles. After a period of precipitation, users know more clearly what they need. Electric vehicles don't simply move. Hardware configurations such as batteries are only \"bodies\", and the vehicle-machine system is the \"soul\". After going round and round, the car companies finally returned to the road they should have taken.</p><p></body></html></p>","source":"lsy1610843360528","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>Nio: Upstream layout to cast batteries, downstream cross-border to make mobile phones</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\">\nNio: Upstream layout to cast batteries, downstream cross-border to make mobile phones\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">灵猫财经</strong><span class=\"h-time small\">2022-03-22 19:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In recent years, new energy car manufacturing has become a highlight industry, and a number of Internet technology companies are participating in car manufacturing in their own way.</p><p>Ali,<a href=\"https://laohu8.com/S/00700\">Tencent</a>In investing,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Engaging in AI autonomous driving and vehicle-road collaboration, Xiaomi,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Choosing to build a car in person, when the future trend of new energy vehicles has been determined, it is not a strange thing to enter the market to build a car. After all, this is an exploration of the blue ocean market.</p><p>But on the other side of Xiaomi and Apple's entry to build cars, Geely,<a href=\"https://laohu8.com/S/NIO\">Nio</a>However, these car companies began to \"reverse\" operation and began to explore the mobile phone market.</p><p>Nio, as the leading enterprise among the new forces of domestic car manufacturing, first invested in battery raw material manufacturers after the beginning of the year<a href=\"https://laohu8.com/S/300207\">Sunwanda</a>Then there was the news that it planned to \"cross-border\" mobile phones. If investment in Xinwangda can be understood as the layout in the upstream of the industrial chain, then what is the intention of Nio to \"cross-border\" mobile phones?</p><p>Upstream layout of battery investment</p><p>On February 24th, Xinwangda announced that its holding subsidiary \"Xinwangda Electric Vehicle Battery Co., Ltd.\" received a new round of capital increase, and the investment list of China's upstart car manufacturer \"Wei Xiaoli\" was impressively listed.</p><p>It is a business logic for Nio to invest in Sunwanda.</p><p>At present, the sales environment of electric vehicle market is hot. The New Energy Vehicle Industry Development Plan (2021-2035) issued by the State Council also clearly points out that by 2025, the sales volume of new energy vehicles will reach about 20% of the total sales volume of vehicles, and the market demand for electric vehicles will continue to grow.</p><p>Faced with the huge market gap, the delivery cycle of new energy vehicles has always been a problem plaguing consumers and manufacturers. Usually, after consumers place an order for a vehicle, they need to wait for 1-3 months before picking up the vehicle. In the case of unstable raw material supply, if they encounter market fluctuations with increasing demand, it is a long waiting process from ordering to picking up the vehicle.</p><p>For users, the long pick-up cycle is the extra time cost, and the variable factors in the market are the potential risks, such as price reduction, replacement and facelift, etc. The longer the pick-up cycle, the worse consumers' enthusiasm for buying cars will be, which will affect the sales problem;</p><p>For manufacturers, the reason why the supply can't meet the demand is due to the shortage of production capacity. The reasons for the shortage of production capacity of new energy vehicles are chip shortage, factory productivity shortage, and the current shortage of battery raw materials. This is also the reason why Nio invested in Sunwanda, in order to solve the shortage of battery raw materials supply.</p><p>Li Bin, founder of Nio, once said in a conference call that the shortage of battery supply is a bottleneck limiting capacity improvement.</p><p>In fact, the shortage of battery raw materials has appeared since the beginning of new energy electric vehicles entering the production capacity climbing stage. At that time, the domestic electric vehicle industry chain was not yet mature and perfect, the upstream battery raw material manufacturers had limited production capacity, and the supply could not meet the huge demand gap. The market demand forced the production capacity to increase. Battery manufacturers expanded the scale of production lines to match the market demand, which provided fertile soil for the rise of domestic battery suppliers.<a href=\"https://laohu8.com/S/300750\">CATL</a>Is one of the representatives.</p><p>As the leader of power battery suppliers, CATL took the lead in harvesting a large number of orders.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Nio Automobile,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>They are all his customers, and new energy vehicle manufacturers are competing to cooperate with CATL to get more batteries. New energy vehicle manufacturers are \"stuck\" by CATL.</p><p>According to the data released by SNE Research, a Korean market Research organization, from January to November 2021, CATL ranked first with a market share of 31.8%, 11.3% higher than LG Energy, which ranked second. CATL now maintains a leading position in the new energy vehicle power battery market.</p><p>The mutual restriction between supply and demand and price changes is the basic law of commodity economy. In the face of CATL era, the \"first brother\" of the power battery market, the bargaining power of new energy vehicle manufacturers has been greatly reduced, and this taste of being limited by others for a long time in the upstream of the industry is not pleasant.</p><p>This has led to the scene of \"Wei Xiaoli\" holding hands to invest in Xinwangda. At the moment of being \"stuck\" in CATL, \"Wei Xiaoli\" needs a battery supplier that can be used for himself to appear, so as to reverse his completely passive position. The thirst for batteries makes three enterprises with direct competition turn their enemies into jade and gather together to make money.</p><p>However, the fundamental reason why \"Wei Xiaoli\" can reach a consensus on investing in Sunwanda is that although the battery is one of the indispensable three electricities of electric vehicles and the power source of electric vehicles, its fundamental battery is only a basic raw material in the end.</p><p>At present, there is a shortage of power batteries, and battery life is still the key selling point that affects users' car purchase choice. However, these two problems are only the problems faced at this stage. In the long run, the problems of battery shortage and battery life will eventually be solved, and it is not impossible to share a raw material supplier with competitors.</p><p>If electric vehicles are regarded as a large-scale electronic product, compared with the more mature mobile phone industry, the raw materials such as batteries, screens and chips in the mobile phone industry are almost occupied by head suppliers.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>The screen,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The chip is almost the standard of flagship models of all brands.</p><p>For \"Wei Xiaoli\", more choices mean stronger bargaining power and richer sources of raw materials, which is a situation that consumers and manufacturers are happy to see.</p><p>Downstream cross-border mobile phone</p><p>Recently, according to<a href=\"https://laohu8.com/S/KRKR\">36 Krypton</a>It is reported that Nio has set up a mobile phone business department, and Yin Shuijun, the former president of Meitu Mobile, has joined Nio to take charge of the mobile phone business.</p><p>If Nio invested in Sunwanda is the layout of the upstream industrial chain, then why did Nio \"cross-border\" enter the mobile phone market? Nio, which can join hands with other car companies to invest in Sunwanda, why do you want to make your own mobile phone?</p><p>It is not a precedent for car companies to make mobile phones across the border in Nio. Tesla has also reported that it wants to set foot in the mobile phone market. Geely Automobile has also set up \"Hubei Xingji Times Technology Co., Ltd.\" for the mobile phone business. Previously, it was reported that Geely wants to acquire Meizu.</p><p>Apple and Xiaomi want to build cars, and Geely and Nio want to build mobile phones. Just as it is written in Siege, people inside want to go out, and people outside want to come in. The reasons why Apple and Xiaomi entered the game to build cars are not listed. Let's first take a look at the reasons why Geely and Nio make mobile phones.</p><p>Nio may make mobile phones for the same reason as Geely.</p><p>Geely's intention to make a mobile phone may be due to the problem of its own car-machine system. Last year, Geely's new energy model \"Ji Krypton 001\" began to be delivered. After the first batch of users experienced it, there were a lot of complaints about Ji Krypton 001. Most car owners said that the experience of Ji Krypton 001's car-machine system in actual use was \"not ideal\", and there were often jamming problems and system bugs. Some car owners said that the operation logic of the car-machine system was not clear.</p><p>System lag and operation logic, these words that should have appeared in the use evaluation of electronic products, are now used to evaluate new energy vehicles. Thinking of Zhou Hongyi's previous remarks that \"the current car is a sofa on four wheels, and the Nio becomes a computer on four wheels\", the product nature of new energy vehicles seems to be moving closer to electronic products.</p><p>From the perspective of thinking that new energy vehicles belong to electronic products, then the hardware configuration of vehicles such as batteries, seats, motors and air conditioners is similar to the memory, screen and lens of mobile phones.</p><p>Judging from the current situation of the mobile phone market, hardware is just configuration. Whether it is a high-pixel lens or a large-capacity memory, it is ultimately just the hardware that \"works\" for the system. The system and software are the core of the distance between brands.</p><p>After the automobile is intelligently connected to the Internet, the blessing of technology and the Internet gives the automobile the ability to realize more functions, such as autonomous driving and automatic parking.</p><p>Cars have become like mobile phones and new Internet terminal devices for users, and these functions are like \"software\" installed on the car body. Then the car-machine system running the software is like ios and Android in mobile phones, so the smoothness of the system running the software will be related to the user's car experience. It is estimated that no one wants to wait for the delay of the car-machine system response during driving.</p><p>Back to the fact that car companies make mobile phones, the real purpose of Geely's acquisition of Meizu may not be to make mobile phones, but to gain experience in technology and software development related to terminal systems. When its own car system is not satisfactory, it is logical to make up for its shortcomings in car system by acquiring mobile phone brands with mature technology.</p><p>Looking at the essence through the appearance, and jumping out of the gimmick of car companies making mobile phones, Geely seems to be buying \"mobile phones\", but in fact, it is buying \"technology\" for car machines.</p><p>The purpose of making mobile phones in Nio will not be very different. Judging from the brand tone of Weilai's insistence on positioning high-end, Nio mobile phones will not be products that go by volume in the end, but serve a small number of people. Ultimately, they are to improve user experience, optimize vehicle-machine system and build an ecological closed loop.</p><p>It is not new for manufacturers to care about car-machine systems. At the beginning, the reason why people were interested in Tesla was not only electric but also autonomous driving. In order to meet more functions in the future, new energy vehicles are bound to improve the computing power of car-machine systems. Whether Tesla supports steam game library, or<a href=\"https://laohu8.com/S/002594\">BYD</a>Playing \"Eternal Tribulation\" has proved that the computing power requirements of the car-machine system are not only as simple as mobile phones, but mobile phones are only the reference objects of car companies on the road to upgrading the car-machine, and electric vehicles may eventually become a mobile \"space-type\" electronic product.</p><p>Conclusion:</p><p>The emergence of electric vehicles is not just the progress of driving mode, but the electrification of vehicles is not the ultimate goal, but intelligence is. Nowadays, there is a certain amount of new energy vehicles. After a period of precipitation, users know more clearly what they need. Electric vehicles don't simply move. Hardware configurations such as batteries are only \"bodies\", and the vehicle-machine system is the \"soul\". After going round and round, the car companies finally returned to the road they should have taken.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/quFjVdWf0KRdTp02p54Pbw\">灵猫财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"BK4531":"中概回港概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4099":"汽车制造商","BK4509":"腾讯概念","BK4526":"热门中概股","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","BK4505":"高瓴资本持仓","09866":"蔚来-SW","NIO":"蔚来","BK4532":"文艺复兴科技持仓","BK4504":"桥水持仓","BK4555":"新能源车"},"source_url":"https://mp.weixin.qq.com/s/quFjVdWf0KRdTp02p54Pbw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113165823","content_text":"近年来，新能源造车成为高光产业，一众互联网科技公司都在以自己的方式参与造车。阿里、腾讯在投资，百度在搞AI自动驾驶和车路协同，小米、苹果选择亲自下场造车，在新能源汽车的未来趋势已经确定的情况下，入局造车并不是一件怪事，毕竟这是向蓝海市场的探索。但在小米、苹果入局造车的另一面，吉利、蔚来这些车企却开始“反向”操作开始探索手机市场。蔚来作为国内造车新势力中的领头羊企业，开年后先是投资电池原料厂商欣旺达，而后又传出打算“跨界”造手机的消息，如果说投资欣旺达还能理解为是在产业链上游的布局，那么蔚来“跨界”造手机究竟意欲何为呢？上游布局投电池2月24日，欣旺达发布公告称，旗下控股子公司“欣旺达电动汽车电池有限公司”获得新一轮增资，投资名单中国内造车新贵“蔚小理”赫然在列。蔚来投资欣旺达是一件符合商业逻辑的事情。当下电动汽车市场销售环境正值火热，国务院印发的《新能源汽车产业发展规划（2021-2035年）》规划中也明确指出，到2025年新能源汽车销售量达到汽车销售总量的20%左右，市场对电动汽车的需求将持续保持增长态势。面对巨大的市场缺口，新能源汽车的交付周期一直是困扰着消费者和厂商的问题，通常消费者下单定购车辆后，需要等待1-3个月才能提车，在原料供给不稳定的情况下如果遇到需求增长的市场波动，从订车到提车是一个漫长的等待过程。这对于用户而言，漫长的提车周期就是额外的时间成本，市场中的变量因素就是潜在风险，比如降价、换代改款等问题，提车周期越长消费者的购车的积极性就会越差，进而影响到销量问题；对于厂商而言，供给无法满足需求的情况之所以会发生，则是由于产能的不足的问题，造成新能源汽车产能不足的原因有芯片短缺、工厂生产力不足，以及当下正面临的电池原料短缺问题，这也是蔚来投资欣旺达的原因，为了解决电池原料供应不足问题。蔚来创始人李斌曾在一次电话会议中表示，电池供应短缺是限制产能提升的瓶颈。事实上电池原料短缺问题，从新能源电动汽车进入产能爬坡阶段之初就已经出现，彼时国内电动汽车产业链尚未发育成熟完善，上游的电池原料生产厂商产能实力有限，供给无法满足巨大的需求缺口，市场需求倒逼产能提升的情况出现，电池厂商扩张生产线规模匹配市场需求，这就为国内电池供应商的崛起提供了肥沃的土壤，动力电池供应商宁德时代就是其中的代表。作为动力电池供应商的领跑者，宁德时代率先收获了大量订单，特斯拉、蔚来汽车、小鹏汽车、理想汽车、吉利汽车都是他的客户，新能源汽车厂商都在争着与宁德时代合作，争取拿到更多电池，新能源汽车厂商被宁德时代“卡了脖子”。在韩国市场研究机构SNE Research发布的数据中显示宁，2021年1月-11月，宁德时代以31.8%的市场占有率稳居第一，比第二名的LG能源高出11.3%，德时代如今在新能源汽车动力电池市场保持着领先主导地位。供求关系与价格变动之间的相互制约是商品经济的基本规律，在动力电池市场“一哥”宁德时代面前，新能源汽车厂商的议价能力大大降低，并且这种在产业上游被长期受限于他人的滋味也并不好受。这就有了“蔚小理”牵手投资欣旺达的场景出现，在被宁德时代“卡脖子”的当下，“蔚小理”需要一家能为自己所用的电池供应商出现，扭转自己已经完全陷于被动的位置，对电池的渴求使得三家有着直接竞争关系的企业化干戈为玉帛，齐聚一堂和气生财。但“蔚小理”之所以能在投资欣旺达这件事上达成共识的根本原因在于，电池虽然是电动汽车必不可缺的三电之一，也是电动车的动力来源，但究其根本电池最终只是一种基础的原材料。当下动力电池短缺，续航仍是影响用户购车选择的关键卖点，但这两个问题只是现在这个阶段面临的问题，长期来看电池短缺和续航问题终究会被解决，与竞争对手共用一个原料供应商并不是一件不可能的事情。如果把电动汽车看做是一个大型电子产品，与发展较为成熟的手机行业对比，手机行业中电池、屏幕、芯片等原料几乎被头部供应商包揽，三星的屏幕，高通的芯片几乎是各品牌旗舰机型的标配。对于“蔚小理”而言，更多的选择就意味着更强的议价能力，以及更丰富的原料来源，这是消费者和厂商都乐于见到的情况。下游跨界做手机近期，据36氪报道，蔚来已经搭建手机业务部门，原美图手机总裁尹水军已经加入蔚来负责手机业务。如果说蔚来投资欣旺达是对上游产业链的布局，那么蔚来“跨界”入局手机市场又是为何？可以接受与其他车企联手投资欣旺达的蔚来，要自己做手机又是为何？车企跨界做手机并不是蔚来开的先河，特斯拉也曾传出过消息要涉足手机市场，吉利汽车也针对手机业务成立过“湖北星纪时代科技有限公司”，此前还传出吉利要收购魅族的消息。苹果、小米要造车，吉利、蔚来要做手机，就像《围城》里写的那样，里面的人想出去，外面的人想进来，苹果和小米入局造车的原因按下不表，先看一下吉利和蔚来做手机都有哪些原因。蔚来做手机的原因或许和吉利相同。吉利做手机的意图或许缘于自家车机系统的问题，去年吉利推出的新能源车型“极氪001”开始交付，第一批用户体验后对极氪001的吐槽颇多，多数车主表示极氪001的车机系统在实际使用中体验“并不理想”，经常出现卡顿问题和系统BUG，部分车主表示车机系统的操逻辑并不清晰。系统卡顿、操作逻辑，这些原本应该出现在电子产品的使用评价中的词汇，现在被用来评价新能源汽车，再联想到此前360创始人周鸿祎说“现在的汽车是四个轮子上一个沙发，蔚来变成四个轮子上一台电脑”的言论，新能源汽车的产品性质似乎正在向电子产品靠拢。如果从新能源汽车属于电子产品的这种思维角度出发来看，那么汽车的硬件配置如电池、座椅、电机、空调等就类似于手机的内存、屏幕、镜头等。那么以手机市场目前的情况来看，硬件只是配置，无论是高像素镜头还是大容量内存，最终不过是给系统“打工”的硬件，系统和软件才是品牌间拉开距离的核心。汽车智能化接入互联网之后，科技和互联网的加持赋予了汽车实现更多功能的能力，如自动驾驶、自动泊车等功能。汽车变得像是手机，成了用户新的互联网终端设备，而这些功能像是安装在车身上的“软件”，那么运行软件的车机系统，就像手机中的ios、安卓等，那么系统运行软件时的流畅程度就会关系到用户的用车体验，估计谁都不想在驾驶过程中等待车机系统响应的延迟。回到车企做手机这件事来看，吉利收购魅族的真正目的或许不是为了做手机，而是获取与终端系统有关的技术和软件开发的经验，在自家车机系统并不如意的情况下，通过收购技术成熟的手机品牌，来弥补自己在车机系统上的短板是一件符合逻辑的事情。透过表象看本质，从车企做手机的噱头中跳出来，吉利看似是在买“手机”，其实是在给车机买“技术”罢了。蔚来做手机的目的也不会大相径庭，以蔚来坚持定位高端的品牌调性来看，蔚来的手机最终不会是走量的产品，而是面向少部分人服务的，最终是为了提升用户体验、优化车机系统、建设生态闭环。厂商开始在意车机系统也不是新鲜事，当初人们对特斯拉感兴趣的原因除了电动还有自动驾驶，新能源汽车的未来为了能够满足更多功能，势必提升车机系统的算力，无论是特斯拉支持steam游戏库，还是比亚迪上玩《永劫无间》，都证明了车机系统的算力要求不只是手机那么简单，手机只是车企在提升车机路上的参照物，电动汽车最终或将成为一个可移动的“空间型”电子产品。结语：电动汽车的出现不只是驱动方式的进步，汽车电动化并不是最终目的，智能化才是。如今新能源汽车已有一定保有量，经过一段时间的沉淀之后，用户更清楚的知道自己需要的是什么，电动汽车不是简单的动起来，电池等硬件配置只是“身体”，车机系统才是“灵魂”。兜兜转转之后，车企终于回到了原本就应该走的道路上。","news_type":1,"symbols_score_info":{"EVS.SI":0.9,"09866":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097489656,"gmtCreate":1645531751513,"gmtModify":1676534036268,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097489656","repostId":"1130330145","repostType":4,"repost":{"id":"1130330145","kind":"news","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团，引入百年历史的《巴伦》（Barron's）独家内容，打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"Barrons巴伦","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1645530529,"share":"https://ttm.financial/m/news/1130330145?lang=en_US&edition=fundamental","pubTime":"2022-02-22 19:48","market":"fut","language":"zh","title":"The Russia-Ukraine crisis has set off a bloody storm in global stock markets, and one class of assets has been more affected","url":"https://stock-news.laohu8.com/highlight/detail?id=1130330145","media":"Barrons巴伦","summary":"投资者不仅要面对股市的剧烈波动，更应警惕部分大宗商品价格的剧烈波动。俄乌危机前夜引发的全球市场震荡仍在继续。2月22日亚洲股市再度走低，A股沪指收跌0.96%，深成指收跌1.29%，创业板指收跌1.3","content":"<p><html><head></head><body>Investors should not only face the drastic fluctuations in the stock market, but also be alert to the drastic fluctuations in some commodity prices. The global market shock triggered on the eve of the Russia-Ukraine crisis continues. On February 22nd, Asian stock markets fell again, with the A-share Shanghai Composite Index closing down 0.96%, the Shenzhen Component Index closing down 1.29% and the GEM Index closing down 1.38%; Hong Kong's Hang Seng Index closed down 2.69% and the Hang Seng Technology Index fell 1.89% to hit a new low; Japan's Nikkei 225 closed down 1.7%. London<a href=\"https://laohu8.com/S/.100.UK\">FTSE 100</a>It opened down more than 1.4%, with European and U.S. stocks also expected to see losses of 1% to 2% after the opening bell.</p><p>On February 21st, local time, Russian President Vladimir Putin unexpectedly declared the \"Donetsk People's Republic\" and \"Luhansk People's Republic\" in eastern Ukraine as independent countries and authorized the deployment of troops to these two regions.</p><p>Russia's RTS index plunged 17% yesterday, its biggest intraday decline since the global financial crisis in 2008. European stocks, which have been under pressure in recent weeks from Russia-Ukraine tensions, fell to their lowest level since October last year. On Monday, the U.S. stock market was closed for one day due to the \"Washington Birthday Anniversary\", and the futures of the three major stock indexes were all lower. Among them, the futures of the Nasdaq 100 index, which is dominated by technology stocks, once fell by nearly 2%.</p><p>Before the U.S. stock market opened on February 22nd, the three major stock index futures of U.S. stocks were in a downward channel.</p><p><img src=\"https://static.tigerbbs.com/1800b9d0a9e878dc77ce42eabfd68cd3\" tg-width=\"589\" tg-height=\"73\" referrerpolicy=\"no-referrer\"/></p><p>Song Seng Wun, economist at CIMB Private Banking, said investors were most worried about the possibility of war, and the market was \"a sea of crimson\" at present.</p><p>\"Wall Street will be driven by headlines, as if risk appetite will not fully recover until Russian troops pull out of the border,\" wrote Edward Moya, a senior market analyst at foreign exchange brokerage Oanda.</p><p>However, it can be seen from the reaction of global stock markets yesterday that the plunge mainly appeared in Russian stock markets, while the decline in European, American and Asian stock markets was relatively small. Barron's pointed out that, in contrast, the impact of the Russia-Ukraine crisis on oil and other commodities is more significant, and investors should be alert to the violent fluctuation of commodity prices. In addition, as the Russia-Ukraine crisis continues to ferment, EU countries have stated that they want to get rid of their dependence on Russian energy. For investors, some investment targets will emerge in this process.</p><p><img src=\"https://static.tigerbbs.com/d6f2b9f0d316a53c2ad5049e4da00c45\" tg-width=\"1080\" tg-height=\"768\" referrerpolicy=\"no-referrer\"/></p><p><b>1. In the face of sanctions, is Russia more confident than before?</b></p><p>Biden spoke by phone with Ukrainian President Volodymyr Zelensky and \"reaffirmed the U.S. commitment to maintaining Ukraine's sovereignty and territorial integrity,\" the White House said on Feb. 21. Biden also signed an executive order saying that he would counter Russia's decision and impose economic sanctions on Russia once it \"invaded\" Ukraine.</p><p>The sanctions in the executive order include that any U.S. personnel shall not invest in the \"Donetsk People's Republic\" and the \"Luhansk People's Republic\", any goods and services from the region shall not be imported into the United States, and goods and services from the United States shall not be exported to the region.</p><p>EU officials said Putin's decision was a \"flagrant violation of international law and the Minsk agreements\" and that the bloc would respond with sanctions, without giving further details on the matter.</p><p>Vishnu Varathan, head of economics and strategy at Mizuho Bank, noted that it was unclear whether Russia's move would trigger an all-out conflict. \"Sanctions seem to be the first choice for the West at the moment,\" he said.</p><p>In the face of the threat of sanctions, Mikhail Sheremet, a member of the Russian State Duma, said on Feb. 22 that Russia had made all preparations for developments and that Russia would not be timid. \"Russia is not afraid of Western sanctions. We value the safety of people's lives rather than the economy,\" he said.</p><p><a href=\"https://laohu8.com/S/03329\">BOCOM International</a>Managing director Hong Hao believes that even if the United States and its allies sanction Russia, as in the Crimea conflict in 2015, Russia today is no longer the Russia it was. Russia now sits on $630 billion in foreign reserves and has reduced its holdings of U.S. debt in the past few years. Oil prices were around $40 back then, and now they are going straight to $100, while demand for Russian oil, gas and other commodities exports continues unabated.</p><p>Cui Hongjian, director of the European Institute of China Institute of International Studies, believes that the Ukrainian government has expressed its reluctance to war at the first time, but the pressure will soon shift to internal affairs. For the United States and NATO, the changing situation in eastern Ukraine will not be the trigger for war with Russia, but the United States will continue to strengthen military mobilization and deployment, especially the defense of NATO allies close to Ukraine such as Poland, thus further shaping Russia as an \"aggressor\" and \"rule-breaker\".</p><p><b>2. Oil and other commodities are the most affected</b></p><p>Brent crude oil futures once surged by more than 4%, hitting a high of $97 a barrel as investors avoided risk. Brent crude rose further to a seven-year high of $97.76 a barrel on February 22.</p><p>Russia is a big energy producer, producing about 9 million barrels per day of crude oil, compared to about 78 million barrels per day of global oil. The benchmark international crude oil price has risen about 20% year-to-date, with a cumulative increase of about 46% over the past 23 months.</p><p>\"Russia dominates the global oil and gas market, and it can be said that the country is a big gas station,\" said Harvard economist Jason Furman.</p><p>\"In the event of a full-scale Russian invasion, Brent futures prices could soar to (at least) $130 and pull up West Texas intermediate crude prices. It is difficult to see Brent prices falling back below $90 a barrel anytime soon.\"</p><p>In addition to crude oil, other commodities affected include aluminum, natural gas and wheat, Barron's noted.</p><p>Russia is also a large producer and major exporter of aluminum, which is one reason why recent geopolitical tensions have contributed to higher prices for commodities and aluminum-related stocks. Aluminum prices are up about 15% year-to-date in 2021. Russia produced about 3.7 million tons of aluminum in, and global production was about 68 million tons, according to the U.S. Geological Survey.</p><p>While European gas prices have fallen by about 26% so far this year, prices surged at the end of December and have risen by about 125% in the past six months, according to World Bank data.<a href=\"https://laohu8.com/S/BP\">BP</a>Company (BP) data shows that Russia produced around 639 billion cubic meters of gas in 2021, compared to around 3.854 trillion cubic meters worldwide.</p><p>Both Russia and Ukraine are important wheat producers, with Russia producing approximately 80 million tons of wheat annually and Ukraine producing approximately 33 million tons. Worldwide wheat production exceeds 775 million tons per year, according to the USDA. U.S. benchmark wheat prices have risen about 3% year-to-date and have risen about 20% cumulatively over the past 12 months.</p><p>Barron's pointed out that as the Russia-Ukraine crisis continues to ferment, investors should not only face the violent fluctuations in the stock market, but also be alert to the violent fluctuations in some commodity prices.</p><p><b>3. Some energy companies will benefit from EU natural gas \"leaving Russia\"</b></p><p>The Russia-Ukraine crisis will prompt the EU to reduce its dependence on Russian natural gas. At present, the consumption of natural gas from Russia accounts for 40% of the EU's total consumption. Barron's believes a range of companies will benefit in the process.</p><p>The easiest alternative to Russian gas is liquefied natural gas (LNG) in the United States, where reserves of natural gas underground exceed domestic use, and LNG production surged 42% year-on-year in the first half of 2021.</p><p>In the European market, the proportion of natural gas produced in the United States is constantly increasing. According to market research firm Kepler, about 60% of U.S. LNG exports went to Europe in January 2022, a sharp increase of around 10% year-over-year. If the EU's \"Brexit\" makes progress, it will mitigate Europe's energy security risks to some extent.</p><p><a href=\"https://laohu8.com/S/JEF\">Jefferies</a>Randy Givens, director of energy research at Jefferies, said that U.S. LNG production could grow by another 80% over the next five years. LNG Producers<b>Cheniere Energy (LNG)</b>Shares of the company have risen by two-thirds over the past year after a single vessel can make $100 million of LNG carried.</p><p><a href=\"https://laohu8.com/S/JEF\">Jefferies</a>It is also noted that,<b><a href=\"https://laohu8.com/S/GLOG\">GasLog</a>Partners (GLOP)</b>And<b>Golar LNG (GLNG)</b>And other infrastructure providers are good choices for investors to participate in the natural gas bull market.</p><p>Leo Mariani, an oil and gas analyst at KeyBanc Capital Markets, believes the Russia-Ukraine crisis will spur oil investment at a time when market concerns about crude supplies are mounting. Mariani said that would be good for some smaller oil producers, such as<b><a href=\"https://laohu8.com/S/SM\">SM Energy</a>(SM)</b>And<b>Talos Energy (TALO)</b>。</p><p>The Russia-Ukraine crisis also presents opportunities for some European energy companies. The Dutch government has doubled production at the Groningen oil and gas field until 2026, benefiting those who have been developing the field since the 1960s<b><a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>(XOM)</b>And<b>Shell (SHEL)</b>。</p><p>Norwegian Energy Corporation<b>Equinor Energy (EQNR)</b>Is a more reliable investment, with the company increasing its natural gas production to record levels last quarter and more capacity. Shares of Equinor Energy have soared 40% over the past six months.</p><p>Europe will remain dependent on Russia for energy for the foreseeable future, especially Germany, which buys half of its gas from Gazprom<b>Gazprom (SIBN)</b>。 \"Russia still has market influence in Europe right now,\" said Ben Cahill, a senior fellow on energy security at the Center For Strategic and International Studies.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Russia-Ukraine crisis has set off a bloody storm in global stock markets, and one class of assets has been more affected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Russia-Ukraine crisis has set off a bloody storm in global stock markets, and one class of assets has been more affected\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Barrons巴伦 </p>\n<p class=\"h-time smaller\">2022-02-22 19:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Investors should not only face the drastic fluctuations in the stock market, but also be alert to the drastic fluctuations in some commodity prices. The global market shock triggered on the eve of the Russia-Ukraine crisis continues. On February 22nd, Asian stock markets fell again, with the A-share Shanghai Composite Index closing down 0.96%, the Shenzhen Component Index closing down 1.29% and the GEM Index closing down 1.38%; Hong Kong's Hang Seng Index closed down 2.69% and the Hang Seng Technology Index fell 1.89% to hit a new low; Japan's Nikkei 225 closed down 1.7%. London<a href=\"https://laohu8.com/S/.100.UK\">FTSE 100</a>It opened down more than 1.4%, with European and U.S. stocks also expected to see losses of 1% to 2% after the opening bell.</p><p>On February 21st, local time, Russian President Vladimir Putin unexpectedly declared the \"Donetsk People's Republic\" and \"Luhansk People's Republic\" in eastern Ukraine as independent countries and authorized the deployment of troops to these two regions.</p><p>Russia's RTS index plunged 17% yesterday, its biggest intraday decline since the global financial crisis in 2008. European stocks, which have been under pressure in recent weeks from Russia-Ukraine tensions, fell to their lowest level since October last year. On Monday, the U.S. stock market was closed for one day due to the \"Washington Birthday Anniversary\", and the futures of the three major stock indexes were all lower. Among them, the futures of the Nasdaq 100 index, which is dominated by technology stocks, once fell by nearly 2%.</p><p>Before the U.S. stock market opened on February 22nd, the three major stock index futures of U.S. stocks were in a downward channel.</p><p><img src=\"https://static.tigerbbs.com/1800b9d0a9e878dc77ce42eabfd68cd3\" tg-width=\"589\" tg-height=\"73\" referrerpolicy=\"no-referrer\"/></p><p>Song Seng Wun, economist at CIMB Private Banking, said investors were most worried about the possibility of war, and the market was \"a sea of crimson\" at present.</p><p>\"Wall Street will be driven by headlines, as if risk appetite will not fully recover until Russian troops pull out of the border,\" wrote Edward Moya, a senior market analyst at foreign exchange brokerage Oanda.</p><p>However, it can be seen from the reaction of global stock markets yesterday that the plunge mainly appeared in Russian stock markets, while the decline in European, American and Asian stock markets was relatively small. Barron's pointed out that, in contrast, the impact of the Russia-Ukraine crisis on oil and other commodities is more significant, and investors should be alert to the violent fluctuation of commodity prices. In addition, as the Russia-Ukraine crisis continues to ferment, EU countries have stated that they want to get rid of their dependence on Russian energy. For investors, some investment targets will emerge in this process.</p><p><img src=\"https://static.tigerbbs.com/d6f2b9f0d316a53c2ad5049e4da00c45\" tg-width=\"1080\" tg-height=\"768\" referrerpolicy=\"no-referrer\"/></p><p><b>1. In the face of sanctions, is Russia more confident than before?</b></p><p>Biden spoke by phone with Ukrainian President Volodymyr Zelensky and \"reaffirmed the U.S. commitment to maintaining Ukraine's sovereignty and territorial integrity,\" the White House said on Feb. 21. Biden also signed an executive order saying that he would counter Russia's decision and impose economic sanctions on Russia once it \"invaded\" Ukraine.</p><p>The sanctions in the executive order include that any U.S. personnel shall not invest in the \"Donetsk People's Republic\" and the \"Luhansk People's Republic\", any goods and services from the region shall not be imported into the United States, and goods and services from the United States shall not be exported to the region.</p><p>EU officials said Putin's decision was a \"flagrant violation of international law and the Minsk agreements\" and that the bloc would respond with sanctions, without giving further details on the matter.</p><p>Vishnu Varathan, head of economics and strategy at Mizuho Bank, noted that it was unclear whether Russia's move would trigger an all-out conflict. \"Sanctions seem to be the first choice for the West at the moment,\" he said.</p><p>In the face of the threat of sanctions, Mikhail Sheremet, a member of the Russian State Duma, said on Feb. 22 that Russia had made all preparations for developments and that Russia would not be timid. \"Russia is not afraid of Western sanctions. We value the safety of people's lives rather than the economy,\" he said.</p><p><a href=\"https://laohu8.com/S/03329\">BOCOM International</a>Managing director Hong Hao believes that even if the United States and its allies sanction Russia, as in the Crimea conflict in 2015, Russia today is no longer the Russia it was. Russia now sits on $630 billion in foreign reserves and has reduced its holdings of U.S. debt in the past few years. Oil prices were around $40 back then, and now they are going straight to $100, while demand for Russian oil, gas and other commodities exports continues unabated.</p><p>Cui Hongjian, director of the European Institute of China Institute of International Studies, believes that the Ukrainian government has expressed its reluctance to war at the first time, but the pressure will soon shift to internal affairs. For the United States and NATO, the changing situation in eastern Ukraine will not be the trigger for war with Russia, but the United States will continue to strengthen military mobilization and deployment, especially the defense of NATO allies close to Ukraine such as Poland, thus further shaping Russia as an \"aggressor\" and \"rule-breaker\".</p><p><b>2. Oil and other commodities are the most affected</b></p><p>Brent crude oil futures once surged by more than 4%, hitting a high of $97 a barrel as investors avoided risk. Brent crude rose further to a seven-year high of $97.76 a barrel on February 22.</p><p>Russia is a big energy producer, producing about 9 million barrels per day of crude oil, compared to about 78 million barrels per day of global oil. The benchmark international crude oil price has risen about 20% year-to-date, with a cumulative increase of about 46% over the past 23 months.</p><p>\"Russia dominates the global oil and gas market, and it can be said that the country is a big gas station,\" said Harvard economist Jason Furman.</p><p>\"In the event of a full-scale Russian invasion, Brent futures prices could soar to (at least) $130 and pull up West Texas intermediate crude prices. It is difficult to see Brent prices falling back below $90 a barrel anytime soon.\"</p><p>In addition to crude oil, other commodities affected include aluminum, natural gas and wheat, Barron's noted.</p><p>Russia is also a large producer and major exporter of aluminum, which is one reason why recent geopolitical tensions have contributed to higher prices for commodities and aluminum-related stocks. Aluminum prices are up about 15% year-to-date in 2021. Russia produced about 3.7 million tons of aluminum in, and global production was about 68 million tons, according to the U.S. Geological Survey.</p><p>While European gas prices have fallen by about 26% so far this year, prices surged at the end of December and have risen by about 125% in the past six months, according to World Bank data.<a href=\"https://laohu8.com/S/BP\">BP</a>Company (BP) data shows that Russia produced around 639 billion cubic meters of gas in 2021, compared to around 3.854 trillion cubic meters worldwide.</p><p>Both Russia and Ukraine are important wheat producers, with Russia producing approximately 80 million tons of wheat annually and Ukraine producing approximately 33 million tons. Worldwide wheat production exceeds 775 million tons per year, according to the USDA. U.S. benchmark wheat prices have risen about 3% year-to-date and have risen about 20% cumulatively over the past 12 months.</p><p>Barron's pointed out that as the Russia-Ukraine crisis continues to ferment, investors should not only face the violent fluctuations in the stock market, but also be alert to the violent fluctuations in some commodity prices.</p><p><b>3. Some energy companies will benefit from EU natural gas \"leaving Russia\"</b></p><p>The Russia-Ukraine crisis will prompt the EU to reduce its dependence on Russian natural gas. At present, the consumption of natural gas from Russia accounts for 40% of the EU's total consumption. Barron's believes a range of companies will benefit in the process.</p><p>The easiest alternative to Russian gas is liquefied natural gas (LNG) in the United States, where reserves of natural gas underground exceed domestic use, and LNG production surged 42% year-on-year in the first half of 2021.</p><p>In the European market, the proportion of natural gas produced in the United States is constantly increasing. According to market research firm Kepler, about 60% of U.S. LNG exports went to Europe in January 2022, a sharp increase of around 10% year-over-year. If the EU's \"Brexit\" makes progress, it will mitigate Europe's energy security risks to some extent.</p><p><a href=\"https://laohu8.com/S/JEF\">Jefferies</a>Randy Givens, director of energy research at Jefferies, said that U.S. LNG production could grow by another 80% over the next five years. LNG Producers<b>Cheniere Energy (LNG)</b>Shares of the company have risen by two-thirds over the past year after a single vessel can make $100 million of LNG carried.</p><p><a href=\"https://laohu8.com/S/JEF\">Jefferies</a>It is also noted that,<b><a href=\"https://laohu8.com/S/GLOG\">GasLog</a>Partners (GLOP)</b>And<b>Golar LNG (GLNG)</b>And other infrastructure providers are good choices for investors to participate in the natural gas bull market.</p><p>Leo Mariani, an oil and gas analyst at KeyBanc Capital Markets, believes the Russia-Ukraine crisis will spur oil investment at a time when market concerns about crude supplies are mounting. Mariani said that would be good for some smaller oil producers, such as<b><a href=\"https://laohu8.com/S/SM\">SM Energy</a>(SM)</b>And<b>Talos Energy (TALO)</b>。</p><p>The Russia-Ukraine crisis also presents opportunities for some European energy companies. The Dutch government has doubled production at the Groningen oil and gas field until 2026, benefiting those who have been developing the field since the 1960s<b><a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>(XOM)</b>And<b>Shell (SHEL)</b>。</p><p>Norwegian Energy Corporation<b>Equinor Energy (EQNR)</b>Is a more reliable investment, with the company increasing its natural gas production to record levels last quarter and more capacity. Shares of Equinor Energy have soared 40% over the past six months.</p><p>Europe will remain dependent on Russia for energy for the foreseeable future, especially Germany, which buys half of its gas from Gazprom<b>Gazprom (SIBN)</b>。 \"Russia still has market influence in Europe right now,\" said Ben Cahill, a senior fellow on energy security at the Center For Strategic and International Studies.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cdc7ca9eb3fdcde7868d42c981e73b12","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130330145","content_text":"投资者不仅要面对股市的剧烈波动，更应警惕部分大宗商品价格的剧烈波动。俄乌危机前夜引发的全球市场震荡仍在继续。2月22日亚洲股市再度走低，A股沪指收跌0.96%，深成指收跌1.29%，创业板指收跌1.38%；香港恒生指数收盘下跌2.69%，恒生科技指数下跌1.89%，触及新低；日本日经225指数收盘下跌1.7%。伦敦富时100指数开盘下跌超过1.4%，预计欧洲和美国股市开盘后也将出现1%到2%的跌幅。当地时间2月21日，俄罗斯总统普京出人意料地宣布乌克兰东部的“顿涅茨克人民共和国”和“卢甘斯克人民共和国”为独立国家，并授权向这两个地区部署军队。俄罗斯RTS指数昨日盘中应声暴跌17%，创下2008年全球金融危机以来最大盘中跌幅。最近几周一直因俄乌紧张局势承压的欧洲股市跌至去年10月以来最低水平。周一美股市场因“华盛顿诞辰纪念日”休市一天，三大股指期货均走低，其中以科技股为主的纳斯达克100指数期货盘中一度下跌近2%。2月22日美股盘前，美股三大股指期货都处于下跌通道。CIMB Private Banking经济学家Song Seng Wun称，投资者最担心的是战争可能爆发，目前市场是“一片深红色的海洋”。外汇经纪公司 Oanda 的资深市场分析师爱德华•莫亚(Edward Moya)写道: “华尔街将受到新闻头条的驱动，似乎在俄罗斯军队撤出边境之前，风险偏好不会完全恢复。”不过从昨天全球股市的反应可以看出，暴跌主要出现在俄罗斯股市，欧美及亚洲股市跌势相对较小。《巴伦周刊》指出，相比之下，俄乌危机给石油等大宗商品造成的影响更为显著，投资者应警惕大宗商品价格的剧烈波动。此外，在俄乌危机继续发酵之际，欧盟各国纷纷表态要摆脱对俄罗斯能源的依赖，对于投资者来说，这一进程中将浮现一些投资标的。1、面对制裁，俄罗斯比以前更有底气了？美国白宫2月21日表示，拜登与乌克兰总统弗拉基米尔·泽伦斯基(Volodymyr Zelensky)通了电话，“重申了美国对维持乌克兰主权和领土完整的承诺”。拜登还签署行政令称，要对俄罗斯的决定进行反制，一旦俄方“入侵”乌克兰，美方将对俄方实施经济制裁。行政令中的制裁措施包括任何美方人员不得在“顿涅茨克人民共和国”和“卢甘斯克人民共和国”进行投资，任何来自该地区的商品和服务不得进口到美国，来自美国的商品和服务也不得出口到该地区等。欧盟官员表示，普京的决定“公然违反了国际法和明斯克协议”，欧盟将以制裁作为回应，但没有就此透露更多细节。瑞穗银行(Mizuho Bank)经济和战略主管维瑟努·维拉坦(Vishnu Varathan)指出，目前还不清楚俄罗斯的举动是否会引发全面冲突。他说：“目前制裁似乎是西方的第一选择。”面对制裁威胁，俄罗斯国家杜马议员米哈伊尔·谢列梅特2月22日表示，俄罗斯已经做好了一切准备迎接事态发展，俄罗斯不会胆怯。他说：“俄罗斯不惧怕西方国家的制裁，我们重视的是人民的生命安全而不是经济。”交银国际董事总经理洪灏认为，即使美国及其盟友制裁俄罗斯，如2015年克里米亚冲突那样，今天的俄罗斯已经不是当年的俄罗斯。俄罗斯现在坐拥6300亿美元的外储，并在过去几年减持美债。当年油价在40美元左右，而现在油价直指100美元，而对于俄罗斯的石油、天然气以及其它大宗商品的出口需求有增无减。中国国际问题研究院欧洲所所长崔洪建认为，乌克兰政府已经第一时间表明不愿发生战争的态度，但压力很快会转移到内政方面。对美国和北约来说，乌克兰东部局势变化不会成为与俄开战的导火索，但美国会继续加强军事调动和部署，尤其加强临近乌克兰的北约盟国比如波兰等的防务，从而进一步将俄罗斯塑造成“侵略者”和“规则破坏者”的形象。2、石油等大宗商品受影响最大在投资者避险之际，布伦特原油期货一度大涨4%以上，触及每桶97美元高位。2月22日，布伦特原油进一步涨至每桶97.76美元的7年高点。俄罗斯是能源生产大国，原油日产量约为900万桶，相比之下，全球石油日产量约为7800万桶。基准国际原油价格今年迄今已上涨约20%，过去23个月累计上涨约46%。哈佛大学(Harvard)经济学家杰森·弗曼(Jason Furman)说：“俄罗斯在全球石油和天然气市场上占据主导地位，可以说这个国家是一个大型加油站。”“如果俄罗斯全面入侵，布伦特原油期货价格可能会飙升至（至少）130美元，并拉升西得克萨斯中间基原油价格。目前很难看到布伦特原油价格能很快回落至每桶90美元以下。”《巴伦周刊》指出，除了原油，其他受影响的大宗商品还包括铝、天然气和小麦。俄罗斯也是一个庞大的铝生产国和主要出口国，这是近期地缘政治紧张形势造成大宗商品和铝相关股票价格上涨的原因之一。年初至今，铝价上涨了约15%2021。年俄罗斯生产了大约370万吨铝，据美国地质调查局(U.S. Geological Survey)的数据，全球铝产量约为6800万吨。世界银行(World Bank)的数据显示，虽然今年迄今欧洲天然气价格下跌了约26%，但去年12月底价格出现飙升，过去六个月依然累计上涨了约125%。英国石油公司(BP)的数据显示，俄罗斯2021年的天然气产量约为6390亿立方米，相比之下，全球天然气产量约为3.854万亿立方米。俄罗斯和乌克兰都是重要的小麦生产国，俄罗斯每年大约生产8000万吨小麦，乌克兰的产量约为3300万吨。美国农业部的数据显示，全球小麦产量每年超过7.75亿吨。美国基准小麦价格今年迄今已上涨约3%，过去12个月累计上涨约20%。《巴伦周刊》指出，在俄乌危机持续发酵之际，投资者不仅要面对股市的剧烈波动，更应警惕部分大宗商品价格的剧烈波动。3、欧盟天然气“脱俄”，一些能源公司将受益俄乌危机会促使欧盟减少对俄罗斯天然气的依赖，目前来自俄罗斯的天然气的消费量占欧盟总消费量的40%。《巴伦周刊》认为，在这一过程中会有一系列公司受益。最简单的替代俄罗斯天然气的方法就是美国的液化天然气(LNG)，美国地下的天然气储量超过国内的使用量，2021年上半年LNG产量同比激增了42%。在欧洲市场，产自美国的天然气占比正在不断提高。市场调查公司Kepler的数据显示，2022年1月美国LNG出口量的大约60％流向了欧洲，同比大幅提高了10％左右。如果欧盟“脱俄”取得进展，将在一定程度上减轻欧洲在能源安全上的风险。杰富瑞(Jefferies)能源研究主管兰迪·吉文斯(Randy Givens)说，未来五年美国的LNG产量可能会再增长80%。LNG生产商Cheniere Energy (LNG)一只船舶运载量的LNG可以赚到1亿美元，过去一年该公司股价上涨了三分之二。杰富瑞还指出，GasLog Partners (GLOP)和Golar LNG (GLNG)等基础设施供应商是投资者参与天然气牛市的好选择。KeyBanc Capital Markets的石油和天然气分析师利奥·马里亚尼(Leo Mariani)认为，在市场对原油供应的担忧加剧之际，俄乌危机会刺激石油投资。马里亚尼称，这对一些规模较小的石油生产商构成利好，比如SM Energy (SM)和Talos Energy (TALO)。俄乌危机还给一些欧洲能源公司带来了机会。荷兰政府把Groningen油气田的产量提高一倍，开采时间将持续到2026年，这利好上世纪60年代以来一直开发该油气田的埃克森美孚(XOM)和壳牌(SHEL)。挪威能源公司Equinor Energy (EQNR)是一项更可靠的投资，该公司上季度的天然气产量增至创纪录水平，而且还有更多的产能。过去六个月Equinor Energy的股价飙升了40%。在可预见的未来，欧洲仍将在能源方面依赖俄罗斯，尤其是德国，该国一半的天然气都购自俄罗斯天然气公司Gazprom (SIBN)。美国战略与国际研究中心(Center For Strategic and International Studies)能源安全高级研究员本·卡希尔(Ben Cahill)说：“目前俄罗斯在欧洲还是拥有市场影响力的。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094555519,"gmtCreate":1645192985307,"gmtModify":1676534007470,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094555519","repostId":"1157712278","repostType":4,"repost":{"id":"1157712278","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":1645065627,"share":"https://ttm.financial/m/news/1157712278?lang=en_US&edition=fundamental","pubTime":"2022-02-17 10:40","market":"us","language":"zh","title":"Reminder: U.S. stocks are closed for one day on February 21st due to Washington's birthday","url":"https://stock-news.laohu8.com/highlight/detail?id=1157712278","media":"老虎资讯综合","summary":"2月21日（周一）是美国的华盛顿诞辰纪念日，美国包括股市和债市在内的金融市场将休市一天。2月22日（周二）美股恢复正常交易。港股、A股、英股、澳股、新加坡照常开市。背景简介：华盛顿诞辰纪念日俗称总统日","content":"<p><html><head></head><body>February 21st (Monday) is the anniversary of Washington's birth in the United States, and the financial markets in the United States, including the stock market and bond market, will be closed for one day. On February 22nd (Tuesday), US stocks resumed normal trading.</p><p>Hong Kong stocks, A shares, British stocks, Australian stocks and Singapore opened as usual.</p><p><b>Background Introduction:</b></p><p>Washington's birth anniversary is commonly known as President's Day</p><p>A bill passed by the United States Congress in 1879 first decided to make Washington's birthday a federal holiday. The Monday Holiday Act, which came into effect in 1968, moved the anniversary of Washington's birth from February 22 to the third Monday in February. But, including this bill, there has been no law in the United States so far that officially changes the name \"Washington Birth Anniversary\" to what is now better known as \"President's Day.\" The civilian situation is different, with more and more Americans calling the third Monday in February \"President's Day\".</p><p>George-Washington Profile:</p><p><img src=\"https://static.tigerbbs.com/65cb9e79983f7b49037bed99be2c34a2\" tg-width=\"450\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>One of the most common portraits of George Washington</p><p>Washington, whose full name was George Washington (22 February 1732 – 14 December 1799), served as commander-in-chief of the Continental Army during the American Revolution from 1775 to 1783, became the first president of the United States in 1789 (and the first head of state in the world to bear the title of \"president\"), and won the unanimous support of the Electoral College in two successive presidential elections, and remained president of the United States until 1797.</p><p>In 1787 he presided over the United States Constitutional Convention, which laid out the basic framework of the present United States Constitution. He established many of the policies and traditions of the United States that continue to this day during his two terms. At the end of his two terms, he voluntarily relinquished his power for no renewal, establishing the American tradition of serving no more than two terms.</p><p>Washington then returned to civilian life and lived in seclusion at the Mount Vernon estate. Since he played the most important role in the American Revolution and the founding of the nation, Washington is often referred to as the Founding Father of the United States. Most American scholars generally rank him as one of the greatest presidents in American history alongside Abraham Lincoln.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: U.S. stocks are closed for one day on February 21st due to Washington's birthday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: U.S. stocks are closed for one day on February 21st due to Washington's birthday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-02-17 10:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>February 21st (Monday) is the anniversary of Washington's birth in the United States, and the financial markets in the United States, including the stock market and bond market, will be closed for one day. On February 22nd (Tuesday), US stocks resumed normal trading.</p><p>Hong Kong stocks, A shares, British stocks, Australian stocks and Singapore opened as usual.</p><p><b>Background Introduction:</b></p><p>Washington's birth anniversary is commonly known as President's Day</p><p>A bill passed by the United States Congress in 1879 first decided to make Washington's birthday a federal holiday. The Monday Holiday Act, which came into effect in 1968, moved the anniversary of Washington's birth from February 22 to the third Monday in February. But, including this bill, there has been no law in the United States so far that officially changes the name \"Washington Birth Anniversary\" to what is now better known as \"President's Day.\" The civilian situation is different, with more and more Americans calling the third Monday in February \"President's Day\".</p><p>George-Washington Profile:</p><p><img src=\"https://static.tigerbbs.com/65cb9e79983f7b49037bed99be2c34a2\" tg-width=\"450\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>One of the most common portraits of George Washington</p><p>Washington, whose full name was George Washington (22 February 1732 – 14 December 1799), served as commander-in-chief of the Continental Army during the American Revolution from 1775 to 1783, became the first president of the United States in 1789 (and the first head of state in the world to bear the title of \"president\"), and won the unanimous support of the Electoral College in two successive presidential elections, and remained president of the United States until 1797.</p><p>In 1787 he presided over the United States Constitutional Convention, which laid out the basic framework of the present United States Constitution. He established many of the policies and traditions of the United States that continue to this day during his two terms. At the end of his two terms, he voluntarily relinquished his power for no renewal, establishing the American tradition of serving no more than two terms.</p><p>Washington then returned to civilian life and lived in seclusion at the Mount Vernon estate. Since he played the most important role in the American Revolution and the founding of the nation, Washington is often referred to as the Founding Father of the United States. Most American scholars generally rank him as one of the greatest presidents in American history alongside Abraham Lincoln.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/65cb9e79983f7b49037bed99be2c34a2","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157712278","content_text":"2月21日（周一）是美国的华盛顿诞辰纪念日，美国包括股市和债市在内的金融市场将休市一天。2月22日（周二）美股恢复正常交易。港股、A股、英股、澳股、新加坡照常开市。背景简介：华盛顿诞辰纪念日俗称总统日1879年美国国会通过的一项法案首次决定将华盛顿诞辰列为联邦节日。1968年生效的《周一节假日法》则将华盛顿诞辰纪念日从每年的2月22日移到2月的第3个周一。但是，包括这一法案在内，美国迄今没有任何法律规定将“华盛顿诞辰纪念日”这一名称正式改为现在更为人所知的“总统日”。民间情况则有所不同，越来越多的美国人已将2月的第3个周一称为“总统日”。乔治-华盛顿简介：乔治-华盛顿最为常见的画像之一华盛顿全名乔治-华盛顿（英文George Washington，1732年2月22日-1799年12月14日），1775至1783年美国独立战争时他任大陆军总司令，1789年成为美国第一任总统（同时也成为全世界首位以“总统”为称号的国家元首），在接连两次总统选举中他都获得了全体选举团无异议的一致支持，一直担任美国总统直至1797年。1787年他主持美国制宪会议，制定了现在美国宪法的基本框架。他在两届任期中设立了美国许多延续至今的政策和传统。两届任期结束后，他自愿放弃权力不再续任，确立了美国总统任期不超过两届的传统。此后华盛顿回复平民生活，隐居在弗农山庄园。由于他在美国独立战争和建国过程中扮演了最重要角色，华盛顿通常被称为美国国父。美国多数学者一般将他和亚伯拉罕-林肯等并列为美国历史上最伟大的总统之一。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004645185,"gmtCreate":1642597939714,"gmtModify":1676533726019,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"htmlText":"💪💪💪","listText":"💪💪💪","text":"💪💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004645185","repostId":"1137440410","repostType":4,"repost":{"id":"1137440410","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":1642596238,"share":"https://ttm.financial/m/news/1137440410?lang=en_US&edition=fundamental","pubTime":"2022-01-19 20:43","market":"us","language":"zh","title":"Pre-market: China Concept Stocks Wide Rise, Positive Earnings Stimulate Banking Giants to Pull Up","url":"https://stock-news.laohu8.com/highlight/detail?id=1137440410","media":"老虎资讯综合","summary":"美股三大指数期货小幅上涨。","content":"<p><html><head></head><body>On January 19th (Wednesday), the futures of the three major U.S. stock indexes rose slightly. The U.S. Treasury Bond narrowed its losses and the 10-year Treasury Bond yield returned to 1.875%. Some people expect the Fed to rate hike 50 basis points at a one-time monetary policy meeting in March.</p><p><img src=\"https://static.tigerbbs.com/75d3472828fd47952a1a80e4e8b18d63\" tg-width=\"697\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p><a href=\"https://laohu8.com/S/RLX\">RLX Technology</a>It rose 1.38% premarket. Today, \"People's Daily Review\" published an article: Strictly investigate the online trading of e-cigarettes and control the \"first cigarette\" sold to teenagers.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>up 0.03%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>up 0.14%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>up 1.43%.</p><p>New energy vehicle stocks have mixed gains and losses,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>down 0.25%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>up 0.16%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>up 1.32%.</p><p><b>Important U.S. Stock Premarket Moves</b></p><p><a href=\"https://laohu8.com/S/SNE\">Sony</a>Continued to fall by more than 4%, and plunged by 7% yesterday, because<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Acquisition<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>，<a href=\"https://laohu8.com/S/SONY\">Sony</a>Competitive pressure has increased.</p><p><a href=\"https://laohu8.com/S/ASML\">ASM</a>It rose by more than 2%, and fourth-quarter earnings exceeded expectations, but the revenue was miss the market expectation. However, the company has received orders for five new generation lithography, and the company's customers have an urgent need to increase chip production capacity.</p><p>Consumer lending company SoFi Technologies surged more than 17% after SoFi received approval from the Office of the Comptroller of the Currency (OCC) and the Federal Reserve to become a bank holding company, clearing the last regulatory hurdle to becoming a bank.</p><p>Ford gained 0.37%. In the fourth quarter,<a href=\"https://laohu8.com/S/F\">Ford Motor</a>The proceeds from the investment in Rivian will amount to $8.2 billion. It is reported that Ford Motor is an early investor in Rivian and currently holds 12% equity.</p><p>America<a href=\"https://laohu8.com/S/UNH\">Allied Health</a>The group rose 0.22%. UnitedHealth's fourth-quarter revenue and earnings both exceeded market expectations, and quarterly profit increased 84% to $4.071 billion.</p><p><a href=\"https://laohu8.com/S/PG\">P&G</a>up 1.25%. Procter & Gamble's Q2 net profit in fiscal 2022 increased by 10% year-on-year, raising its full-year performance guidance.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>up 2.8%. Bank of America's net income in the fourth quarter of 2021 was $7 billion, exceeding expectations.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>It rose straight before the market, once rising by more than 3%. Morgan Stanley's fourth quarter 2021 net income and earnings per share both beat estimates.</p><p><img src=\"https://static.tigerbbs.com/dddc0e193b184e95f784f017acc7482d\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p><b>Commodity Moves</b></p><p>International oil prices fluctuated. Geopolitical issues in Russia and the UAE have exacerbated an already tight supply and demand situation, although oil prices narrowed gains as the pipeline from Iraq to Turkey is expected to return to normal operations.</p><p>As of press time, the price of WTI crude oil futures was reported at $85.41/barrel, an increase of 0.68%; Brent crude oil futures were traded at $88/barrel, up 0.56%.</p><p><img src=\"https://static.tigerbbs.com/e4b6adfc5096a5c17c2f01464c6a2f31\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>Gold strengthened again as the US Dollar Index fell under pressure. However, the market's expectation that the Federal Reserve will raise interest rates in March is increasing, which makes the yield of U.S. bonds hit a new high of 1.900% in the past two years, and the gold price still faces great resistance.</p><p>As of press time, the price of gold futures in New York market was reported at $1,817.65/oz, an increase of 0.29%.</p><p><img src=\"https://static.tigerbbs.com/734622a0011b797a6a647b379313e6db\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-market: China Concept Stocks Wide Rise, Positive Earnings Stimulate Banking Giants to Pull Up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-market: China Concept Stocks Wide Rise, Positive Earnings Stimulate Banking Giants to Pull Up\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-01-19 20:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On January 19th (Wednesday), the futures of the three major U.S. stock indexes rose slightly. The U.S. Treasury Bond narrowed its losses and the 10-year Treasury Bond yield returned to 1.875%. Some people expect the Fed to rate hike 50 basis points at a one-time monetary policy meeting in March.</p><p><img src=\"https://static.tigerbbs.com/75d3472828fd47952a1a80e4e8b18d63\" tg-width=\"697\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p><a href=\"https://laohu8.com/S/RLX\">RLX Technology</a>It rose 1.38% premarket. Today, \"People's Daily Review\" published an article: Strictly investigate the online trading of e-cigarettes and control the \"first cigarette\" sold to teenagers.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>up 0.03%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>up 0.14%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>up 1.43%.</p><p>New energy vehicle stocks have mixed gains and losses,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>down 0.25%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>up 0.16%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>up 1.32%.</p><p><b>Important U.S. Stock Premarket Moves</b></p><p><a href=\"https://laohu8.com/S/SNE\">Sony</a>Continued to fall by more than 4%, and plunged by 7% yesterday, because<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Acquisition<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>，<a href=\"https://laohu8.com/S/SONY\">Sony</a>Competitive pressure has increased.</p><p><a href=\"https://laohu8.com/S/ASML\">ASM</a>It rose by more than 2%, and fourth-quarter earnings exceeded expectations, but the revenue was miss the market expectation. However, the company has received orders for five new generation lithography, and the company's customers have an urgent need to increase chip production capacity.</p><p>Consumer lending company SoFi Technologies surged more than 17% after SoFi received approval from the Office of the Comptroller of the Currency (OCC) and the Federal Reserve to become a bank holding company, clearing the last regulatory hurdle to becoming a bank.</p><p>Ford gained 0.37%. In the fourth quarter,<a href=\"https://laohu8.com/S/F\">Ford Motor</a>The proceeds from the investment in Rivian will amount to $8.2 billion. It is reported that Ford Motor is an early investor in Rivian and currently holds 12% equity.</p><p>America<a href=\"https://laohu8.com/S/UNH\">Allied Health</a>The group rose 0.22%. UnitedHealth's fourth-quarter revenue and earnings both exceeded market expectations, and quarterly profit increased 84% to $4.071 billion.</p><p><a href=\"https://laohu8.com/S/PG\">P&G</a>up 1.25%. Procter & Gamble's Q2 net profit in fiscal 2022 increased by 10% year-on-year, raising its full-year performance guidance.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>up 2.8%. Bank of America's net income in the fourth quarter of 2021 was $7 billion, exceeding expectations.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>It rose straight before the market, once rising by more than 3%. Morgan Stanley's fourth quarter 2021 net income and earnings per share both beat estimates.</p><p><img src=\"https://static.tigerbbs.com/dddc0e193b184e95f784f017acc7482d\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p><b>Commodity Moves</b></p><p>International oil prices fluctuated. Geopolitical issues in Russia and the UAE have exacerbated an already tight supply and demand situation, although oil prices narrowed gains as the pipeline from Iraq to Turkey is expected to return to normal operations.</p><p>As of press time, the price of WTI crude oil futures was reported at $85.41/barrel, an increase of 0.68%; Brent crude oil futures were traded at $88/barrel, up 0.56%.</p><p><img src=\"https://static.tigerbbs.com/e4b6adfc5096a5c17c2f01464c6a2f31\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>Gold strengthened again as the US Dollar Index fell under pressure. However, the market's expectation that the Federal Reserve will raise interest rates in March is increasing, which makes the yield of U.S. bonds hit a new high of 1.900% in the past two years, and the gold price still faces great resistance.</p><p>As of press time, the price of gold futures in New York market was reported at $1,817.65/oz, an increase of 0.29%.</p><p><img src=\"https://static.tigerbbs.com/734622a0011b797a6a647b379313e6db\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137440410","content_text":"1月19日（周三），美股三大指数期货小幅上涨。美国国国债缩小跌幅，10年期国债收益率回到1.875%。部分人士预计美联储在3月货币政策会议上可能一次性加息50个基点。中概股盘前走势RLX科技盘前涨1.38%。今日“人民日报评论”发表文章：严查电子烟线上交易，管住卖向青少年的“第一支烟”。阿里巴巴涨0.03%，京东涨0.14%，拼多多涨1.43%。新能源汽车股涨跌不一，小鹏汽车跌0.25%，理想汽车涨0.16%、蔚来涨1.32%。重要美股盘前走势索尼续跌超4%，昨日大跌7%，因微软收购动视暴雪，索尼竞争压力加大。阿斯麦涨超2%，第四季度盈利超预期，但营收不及市场预期。不过，公司已经收到5台新一代光刻机订单，同时公司客户对提高芯片产能的需求非常迫切。消费贷公司SoFi Technologies大涨超17%，此前SoFi获得了美国货币监理署(OCC)和美联储的批准，成为一家银行控股公司，清除成为银行的最后一道监管障碍。福特涨0.37%.据报道，第四季度，福特汽车对Rivian的投资收益将达82亿美元。据悉，福特汽车是 Rivian早期投资人，目前持有 12% 股权。美国联合健康集团涨0.22%，联合健康第四季度营收和盈利均超市场预期，季度利润增长84%至40.71亿美元。宝洁涨1.25%。宝洁2022财年Q2净利同比增10%，上调全年业绩指引。美国银行涨2.8%。美国银行2021年四季度净利润70亿美元，超过预期。摩根士丹利盘前直线拉升，一度涨超3%。摩根士丹利2021年第四季度净利润及每股收益均超过预期。大宗商品走势国际油价震荡。俄罗斯和阿联酋地缘政治问题加剧了本已十分紧张的供需形势，尽管从伊拉克到土耳其的输油管道有望恢复正常运行，油价缩窄了涨幅。截至发稿，WTI原油期货价格报85.41美元/桶，涨幅0.68%；布伦特原油期货价格报88美元/桶，涨幅0.56%。黄金重新走强，因美元指数承压回落。但市场对美联储3月加息预期不断增加，使得美债收益率触及近两年新高至1.900%关口，金价上行仍面临较大阻力。截至发稿，纽约市场黄金期货价格报1817.65美元/盎司，涨幅0.29%。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837205010,"gmtCreate":1629889603030,"gmtModify":1676530163268,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/837205010","repostId":"2162036708","repostType":2,"repost":{"id":"2162036708","kind":"news","pubTimestamp":1629867442,"share":"https://ttm.financial/m/news/2162036708?lang=en_US&edition=fundamental","pubTime":"2021-08-25 12:57","market":"us","language":"zh","title":"Apple's stock price will top $200 next year: renowned analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2162036708","media":"新浪财经","summary":"知名科技分析师、Loup Ventures联合创始人吉恩-蒙斯特（Gene Munster）周二表示，在过去10年里，蒂姆-库克巩固了自己作为世界上最伟大CEO的地位。\n8月24日是库克就任苹果CEO","content":"<p><img src=\"https://static.tigerbbs.com/3bb1c6ede0410c4ff7be664509ca84a9\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Over the past 10 years, Tim Cook has cemented himself as the world's greatest CEO, Gene Munster, a well-known tech analyst and co-founder of Loup Ventures, said Tuesday.</p><p>Aug. 24 is when Cook takes office<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The 10th anniversary of the CEO. Munster said Cook has succeeded in maintaining Apple's culture of making rich products while also advancing service, privacy and security.</p><p>\"Investors can sleep peacefully knowing they own Apple stock,\" Munster said.</p><p>In the next 10 years, Apple expects to enter the automotive space with electric vehicles and expand its presence in augmented reality or virtual reality with Apple Glasses.</p><p>These two areas reflect only a tiny fraction of Apple's current market cap, and there are huge potential markets, Munster said.</p><p>He said he thinks Apple shares will hit above $200 next year and advised investors to \"stay the course…I think it will continue to move higher.\"</p><p>Apple shares fell 0.06% to close at $149.62 on Tuesday. Since Cook became CEO, the company's share price has increased by a cumulative 1,014%.</p><p><img src=\"https://static.tigerbbs.com/8767b3dae62be0d9216f37d6a7d430da\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>","source":"XLCJ","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's stock price will top $200 next year: renowned analyst</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\">\nApple's stock price will top $200 next year: renowned analyst\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-08-25 12:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/3bb1c6ede0410c4ff7be664509ca84a9\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Over the past 10 years, Tim Cook has cemented himself as the world's greatest CEO, Gene Munster, a well-known tech analyst and co-founder of Loup Ventures, said Tuesday.</p><p>Aug. 24 is when Cook takes office<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The 10th anniversary of the CEO. Munster said Cook has succeeded in maintaining Apple's culture of making rich products while also advancing service, privacy and security.</p><p>\"Investors can sleep peacefully knowing they own Apple stock,\" Munster said.</p><p>In the next 10 years, Apple expects to enter the automotive space with electric vehicles and expand its presence in augmented reality or virtual reality with Apple Glasses.</p><p>These two areas reflect only a tiny fraction of Apple's current market cap, and there are huge potential markets, Munster said.</p><p>He said he thinks Apple shares will hit above $200 next year and advised investors to \"stay the course…I think it will continue to move higher.\"</p><p>Apple shares fell 0.06% to close at $149.62 on Tuesday. Since Cook became CEO, the company's share price has increased by a cumulative 1,014%.</p><p><img src=\"https://static.tigerbbs.com/8767b3dae62be0d9216f37d6a7d430da\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></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=nesSN202108251242357c3319c7&s=b\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3bb1c6ede0410c4ff7be664509ca84a9","relate_stocks":{"AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108251242357c3319c7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162036708","content_text":"知名科技分析师、Loup Ventures联合创始人吉恩-蒙斯特（Gene Munster）周二表示，在过去10年里，蒂姆-库克巩固了自己作为世界上最伟大CEO的地位。\n8月24日是库克就任苹果CEO十周年的日子。蒙斯特说，库克成功地维持了苹果的文化，即制造丰富的产品，同时也推进服务，隐私和安全。\n蒙斯特说：“知道自己拥有苹果股票，投资者可以安心地睡大觉了。”\n在未来10年，苹果预计将通过电动汽车进军汽车领域，并通过苹果眼镜（Apple Glasses）扩大其在增强现实或虚拟现实领域的影响力。\n蒙斯特说，这两个领域在苹果目前的市值中只反映了很小的一部分，而且有巨大的潜在市场。\n他说，他认为苹果股价明年将达到200美元以上，并建议投资者“坚持到底……我认为它会继续走高。”\n苹果股价周二下跌0.06%，收于149.62美元。自库克担任CEO以来，该公司股价累计上涨了1014%。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029513963,"gmtCreate":1652797531552,"gmtModify":1676535163566,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029513963","repostId":"1105191089","repostType":4,"repost":{"id":"1105191089","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1652758592,"share":"https://ttm.financial/m/news/1105191089?lang=en_US&edition=fundamental","pubTime":"2022-05-17 11:36","market":"us","language":"zh","title":"Who is the second Tesla? Soros is betting heavily on this","url":"https://stock-news.laohu8.com/highlight/detail?id=1105191089","media":"Wind万得","summary":"现在说起电动车，全球投资者头脑中浮现的第一个品牌基本都是特斯拉。随着电动车产业的发展，除特斯拉之外还有400多个大大小小的品牌，这其中一定会出现一家或几家可以和特斯拉相抗衡的企业，索罗斯就重金押注其中","content":"<p><html><head></head><body>Now, when it comes to electric cars, the first brands that come to mind for global investors are basically<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。 With the development of the electric vehicle industry, there are more than 400 brands, large and small, besides Tesla. Among them, there will be one or several companies that can compete with Tesla, and Soros is betting heavily on one of them.</p><p>With the development of the past ten years, the electric vehicle market has become more and more mature, and more and more brands have emerged. Tesla has always occupied the largest sales share of the market with the best sales of Model 3 and Model Y. From 21% in 2017 to 28% in 2020, its market share declined last year, falling to 26%.</p><p><img src=\"https://static.tigerbbs.com/49a0af26df2ce148f6c10ecf34f487ac\" tg-width=\"796\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p>According to incomplete statistics, in the first quarter of 2022, a total of 417 EV models were on sale in the global market, and 264 were produced in the Chinese market. With so many brands fighting, it is difficult for Tesla to keep its lead all the time, and investment bosses are also looking for the \"next Tesla\". Soros has always been fond of American electric pickup brand Rivian.</p><p>According to the 13F position report disclosed last week, the largest holding stock of Soros's Quantum Fund is still Rivian, holding about 19.84 million shares, with a market value of about 997 million USD, accounting for 15.16% of the investment portfolio. Rivian is a newly opened stock by Soros in the fourth quarter of last year. After opening a position, it became the first heavyweight stock. By the first quarter of this year, the number of positions held has not changed from the previous quarter, but the market value has shrunk significantly, because Rivian has dropped by nearly 80% since the beginning of the year.</p><p><img src=\"https://static.tigerbbs.com/8570e93d4ecfa96dc6e387203f2bea3d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Soros not only has a heavy position in Rivian stocks, but also from the change of position ratio, the highest buy in Q1 was Rivian's call options.</p><p>Founded in 2009, later than Tesla, Rivian is an electric vehicle and autonomous driving technology manufacturer in the United States. Rivian, unlike Tesla, has chosen a track that is extremely likable in the United States from the start-electric pickup trucks. Prior to its listing, Rivian was sought after by capital. In 2019 alone, Rivian raised $2.85 billion in funding through 4 funding rounds. Its investors include<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/F\">Ford Motor</a>、<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>And other well-known enterprises and institutions, among which investors such as Amazon and BlackRock have even participated in it many times. However, before the official launch, Rivian didn't have a real production car to deliver to the average user.</p><p>Although Soros has a heavy position, Rivian's operating data is not good-looking. Q1 financial report shows that Rivian's revenue is US$95 million, lower than the market consensus of US$131.2 million; Net loss of $1,593 million compared to $414 million in the same period last year; Adjusted loss per share was $1.43, slightly better than market expectations of $1.45. It comes after Rivian cut its planned 2022 production in half to 25,000 units, only half of what the company promised investors during its IPO roadshow last year.</p><p>Since production began in the third quarter of last year, Rivian had built 1,015 vehicles and delivered 920 by the end of 2021. When you add production in the first quarter of this year, the total production reached 3,568 units.</p><p>Rivian's Normal, Illinois plant currently has an annual production capacity of 150,000 vehicles, and the company said it plans to increase the plant's annual production capacity to 200,000 vehicles by 2023. Another Rivian plant, scheduled to go live in 2024, will eventually produce 400,000 vehicles a year and produce batteries.</p><p>Not only is Soros optimistic,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Also maintains an \"overweight\" rating on Rivian. Analyst Adam Jonas said: \"After taking all kinds of undesirable factors into account, even though the overall stock market is depressed at present, we think the company's current share price is still slightly lower. By estimation, the current share price is not enough to reflect the company's annual sales forecast of 200,000 trams in 2030\".</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Who is the second Tesla? Soros is betting heavily on this</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\">\nWho is the second Tesla? Soros is betting heavily on this\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2022-05-17 11:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Now, when it comes to electric cars, the first brands that come to mind for global investors are basically<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。 With the development of the electric vehicle industry, there are more than 400 brands, large and small, besides Tesla. Among them, there will be one or several companies that can compete with Tesla, and Soros is betting heavily on one of them.</p><p>With the development of the past ten years, the electric vehicle market has become more and more mature, and more and more brands have emerged. Tesla has always occupied the largest sales share of the market with the best sales of Model 3 and Model Y. From 21% in 2017 to 28% in 2020, its market share declined last year, falling to 26%.</p><p><img src=\"https://static.tigerbbs.com/49a0af26df2ce148f6c10ecf34f487ac\" tg-width=\"796\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p>According to incomplete statistics, in the first quarter of 2022, a total of 417 EV models were on sale in the global market, and 264 were produced in the Chinese market. With so many brands fighting, it is difficult for Tesla to keep its lead all the time, and investment bosses are also looking for the \"next Tesla\". Soros has always been fond of American electric pickup brand Rivian.</p><p>According to the 13F position report disclosed last week, the largest holding stock of Soros's Quantum Fund is still Rivian, holding about 19.84 million shares, with a market value of about 997 million USD, accounting for 15.16% of the investment portfolio. Rivian is a newly opened stock by Soros in the fourth quarter of last year. After opening a position, it became the first heavyweight stock. By the first quarter of this year, the number of positions held has not changed from the previous quarter, but the market value has shrunk significantly, because Rivian has dropped by nearly 80% since the beginning of the year.</p><p><img src=\"https://static.tigerbbs.com/8570e93d4ecfa96dc6e387203f2bea3d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Soros not only has a heavy position in Rivian stocks, but also from the change of position ratio, the highest buy in Q1 was Rivian's call options.</p><p>Founded in 2009, later than Tesla, Rivian is an electric vehicle and autonomous driving technology manufacturer in the United States. Rivian, unlike Tesla, has chosen a track that is extremely likable in the United States from the start-electric pickup trucks. Prior to its listing, Rivian was sought after by capital. In 2019 alone, Rivian raised $2.85 billion in funding through 4 funding rounds. Its investors include<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/F\">Ford Motor</a>、<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>And other well-known enterprises and institutions, among which investors such as Amazon and BlackRock have even participated in it many times. However, before the official launch, Rivian didn't have a real production car to deliver to the average user.</p><p>Although Soros has a heavy position, Rivian's operating data is not good-looking. Q1 financial report shows that Rivian's revenue is US$95 million, lower than the market consensus of US$131.2 million; Net loss of $1,593 million compared to $414 million in the same period last year; Adjusted loss per share was $1.43, slightly better than market expectations of $1.45. It comes after Rivian cut its planned 2022 production in half to 25,000 units, only half of what the company promised investors during its IPO roadshow last year.</p><p>Since production began in the third quarter of last year, Rivian had built 1,015 vehicles and delivered 920 by the end of 2021. When you add production in the first quarter of this year, the total production reached 3,568 units.</p><p>Rivian's Normal, Illinois plant currently has an annual production capacity of 150,000 vehicles, and the company said it plans to increase the plant's annual production capacity to 200,000 vehicles by 2023. Another Rivian plant, scheduled to go live in 2024, will eventually produce 400,000 vehicles a year and produce batteries.</p><p>Not only is Soros optimistic,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Also maintains an \"overweight\" rating on Rivian. Analyst Adam Jonas said: \"After taking all kinds of undesirable factors into account, even though the overall stock market is depressed at present, we think the company's current share price is still slightly lower. By estimation, the current share price is not enough to reflect the company's annual sales forecast of 200,000 trams in 2030\".</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/845e27845a0aca10a09a5e12cdfb276e","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105191089","content_text":"现在说起电动车，全球投资者头脑中浮现的第一个品牌基本都是特斯拉。随着电动车产业的发展，除特斯拉之外还有400多个大大小小的品牌，这其中一定会出现一家或几家可以和特斯拉相抗衡的企业，索罗斯就重金押注其中一个。随着近十几年的发展，电动车市场越来越成熟，涌现出的品牌也越来越多，特斯拉凭借着Model 3和Model Y的畅销一直占据市场最大销售份额。从2017年的21%提升到2020年的28%，去年其市场份额出现下滑，下降至26%。据不完全统计，2022年第一季度，全球市场共417种电动车型号在销售，中国市场产出了264款。这么多品牌厮杀，特斯拉很难一直保持领先优势，投资大佬也在寻找“下一个特斯拉”。索罗斯一直钟情于美国电动皮卡品牌Rivian。根据上周披露的13F持仓报告，索罗斯旗下量子基金第一大重仓股依然是Rivian，持仓约1984万股，持仓市值约9.97亿美元，占投资组合比例为15.16%。Rivian是索罗斯去年第四季度新建仓个股，建仓后即为第一重仓股，到今年一季度持仓数量环比无任何变化，但市值已大幅缩水，因为Rivian年初至今已下跌近80%。索罗斯不仅重仓Rivian个股，从持仓比例变化来看，Q1买入最高的是Rivian的看涨期权。Rivian成立于2009年，较特斯拉要晚，是美国的一家电动汽车和自动驾驶技术厂商。Rivian与特斯拉不同，其从一开始就选择了一条在美国极其讨喜的赛道——电动皮卡车。上市前，Rivian就受到资本追捧。仅在2019年，Rivian就进行了4轮融资，筹集到了28.5亿美元的资金。其投资方包括亚马逊、福特汽车、贝莱德等知名企业及机构，其中亚马逊、贝莱德等投资方甚至多次参与其中。不过，在正式上市前，Rivian没有一款真正意义上的量产车交付给普通用户。虽然索罗斯重仓，但Rivian的经营数据并不好看，Q1财报显示，Rivian营收为9500万美元，低于市场普遍预期的1.312亿美元；净亏损为15.93亿美元，上年同期为4.14亿美元；调整后每股亏损为1.43美元，略好于市场预期的1.45美元。此前Rivian将其2022年的计划产量削减了一半至2.5万辆，仅是该公司去年在IPO路演中向投资者承诺的一半。自去年第三季度开始生产以来，Rivian到2021年底已生产了1015辆汽车，交付了920辆。若加上今年第一季度的产量，总产量达到了3,568辆。Rivian伊利诺伊州Normal工厂目前的年产能为15万辆，公司表示，计划在2023年前将该厂年产能提高到20万辆。Rivian另一家工厂定于2024年投产，最终将年产40万辆汽车，并生产电池。不仅索罗斯看好，摩根士丹利也维持对Rivian的“增持”评级。分析师Adam Jonas表示:“在将各种不良因素考虑进去后，即使目前整体股市低迷，但我们认为该公司目前的股价依然略低。通过估算，目前的股价并不足以反映该公司在2030年的20万辆电车年销量预期”。","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":3335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060224190,"gmtCreate":1651156619442,"gmtModify":1676534860590,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060224190","repostId":"1123914915","repostType":4,"repost":{"id":"1123914915","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":1651153597,"share":"https://ttm.financial/m/news/1123914915?lang=en_US&edition=fundamental","pubTime":"2022-04-28 21:46","market":"other","language":"zh","title":"Most of the new energy vehicle sector in U.S. stocks fell lower, with Tesla falling nearly 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123914915","media":"老虎资讯综合","summary":"4月28日，美股新能源车板块多数走低，福特汽车跌超5%，特斯拉跌近4%，Rivian跌2.2%，蔚来跌近2%。","content":"<p><html><head></head><body>On April 28th, most of the new energy vehicle sectors in U.S. stocks fell.<a href=\"https://laohu8.com/S/F\">Ford Motor</a>fell by more than 5%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Down nearly 4%,<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>down 2.2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>It fell nearly 2%.</p><p><img src=\"https://static.tigerbbs.com/70964b41ebcc4ef7a7923eb9fa972abc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Most of the new energy vehicle sector in U.S. stocks fell lower, with Tesla falling nearly 4%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMost of the new energy vehicle sector in U.S. stocks fell lower, with Tesla falling nearly 4%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-04-28 21:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 28th, most of the new energy vehicle sectors in U.S. stocks fell.<a href=\"https://laohu8.com/S/F\">Ford Motor</a>fell by more than 5%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Down nearly 4%,<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>down 2.2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>It fell nearly 2%.</p><p><img src=\"https://static.tigerbbs.com/70964b41ebcc4ef7a7923eb9fa972abc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"161028":"新能源车","399417":"新能源车","BK4534":"瑞士信贷持仓","RIVN":"Rivian Automotive, Inc.","BK4548":"巴美列捷福持仓","BK4581":"高盛持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4574":"无人驾驶","BK4527":"明星科技股","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4550":"红杉资本持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123914915","content_text":"4月28日，美股新能源车板块多数走低，福特汽车跌超5%，特斯拉跌近4%，Rivian跌2.2%，蔚来跌近2%。","news_type":1,"symbols_score_info":{"161028":0.9,"399417":0.9,"TSLA":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":3074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}