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Jack2862

Jack2862

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2023-03-22

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@Capital_Insights:Banking Crisis is Over? Impact to Economy & Central Banks

2023-03-10

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This thunderstorm Silicon Valley Bank is actually a top student

2023-01-17

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@小安先生:小安先生說股市

2022-12-01

$小鹏汽车(XPEV)$

2022-11-27

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Sorry, the original content has been removed

2022-11-15

$TENCENT(00700)$ BullishBullishBullishBullishBullbbbbb bling term long term long term long term long term long term godd good good good very gggg very strong and good good long stronger than you think you can be a good time to understand what time u take care and stay together for the last good story ghhggg b hb fje he hdje ej she sje djx ie jdns nddjd dje dje su j jjj js ddf oo dd g o o d s t c k

2022-11-09

$Upstart Holdings, Inc.(UPST)$

2022-11-08

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Two years ago, the driving force behind the short Luckin is now publicly doing more: Luckin will surpass Starbucks in China!

2022-11-06

$腾讯控股(00700)$

2022-11-03

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What did Fed Chairman Powell say at the press conference?

2022-11-03

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Sorry, the original content has been removed

2022-10-31

$恒生指数(HSI)$gg

2022-10-26

$快手-W(01024)$

2022-10-26

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Sorry, the original content has been removed

2022-10-25

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Japan Intervenes, "Federal Reserve News Agency" Releases the Wind! It happened on the same day last Friday, just a coincidence?

2022-10-12

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[Data] Overnight market, the dollar fell from a high level, and the yen fluctuated from a low level

2022-09-20

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Last night and this morning | What happened? The country's stock market has collapsed to a fuse, and the president is still strolling the United States

2022-09-14

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Sorry, the original content has been removed

2022-09-08

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Bank of America Analysts Warn: Treasury Bond Market Poses More Systemic Risk Than 2008 Property Bubble

2022-09-08

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Foreign Media Headlines | Fed's Beige Book Reveals Weak U.S. Economic Growth

Go to Tiger App to see more news

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Crisis is Over? Impact to Economy & Central Banks","htmlText":"On Thursday, 11 U.S. banks led by <a target=\"_blank\" href=\"https://ttm.financial/S/JPM\">$JPMorgan Chase(JPM)$</a> , <a target=\"_blank\" href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a> , and&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a> banded together to inject $30 billion in uninsured deposits into stumbling lender <a target=\"_blank\" href=\"https://ttm.financial/S/FRC\">$First Republic Bank(FRC)$</a> .Fears of a global banking crisis have eased following the rollout of multi-billion-dollar lifelines for troubled lenders in Europe and the United States.&nbsp;Stocks rose in China, Japan, South Korea, Malaysia, Australia, the Philippines and Hong Kong on Friday:&nbsp;China’s blue-chip index gained 0.8%, while","listText":"On Thursday, 11 U.S. banks led by <a target=\"_blank\" href=\"https://ttm.financial/S/JPM\">$JPMorgan Chase(JPM)$</a> , <a target=\"_blank\" href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a> , and&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a> banded together to inject $30 billion in uninsured deposits into stumbling lender <a target=\"_blank\" href=\"https://ttm.financial/S/FRC\">$First Republic Bank(FRC)$</a> .Fears of a global banking crisis have eased following the rollout of multi-billion-dollar lifelines for troubled lenders in Europe and the United States.&nbsp;Stocks rose in China, Japan, South Korea, Malaysia, Australia, the Philippines and Hong Kong on Friday:&nbsp;China’s blue-chip index gained 0.8%, while","text":"On Thursday, 11 U.S. banks led by $JPMorgan Chase(JPM)$ , $Bank of America(BAC)$ , and $Citigroup(C)$ banded together to inject $30 billion in uninsured deposits into stumbling lender $First Republic Bank(FRC)$ .Fears of a global banking crisis have eased following the rollout of multi-billion-dollar lifelines for troubled lenders in Europe and the United States. Stocks rose in China, Japan, South Korea, Malaysia, Australia, the Philippines and Hong Kong on Friday: China’s blue-chip index gained 0.8%, while","images":[{"img":"https://community-static.tradeup.com/news/0475db1ef70984e2477b560b4ab5c09e","width":"219","height":"230"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943920139","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949126776,"gmtCreate":1678446832695,"gmtModify":1678446836877,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949126776","repostId":"1115404762","repostType":4,"repost":{"id":"1115404762","kind":"news","pubTimestamp":1678443758,"share":"https://ttm.financial/m/news/1115404762?lang=en_US&edition=fundamental","pubTime":"2023-03-10 18:22","market":"us","language":"zh","title":"This thunderstorm Silicon Valley Bank is actually a top student","url":"https://stock-news.laohu8.com/highlight/detail?id=1115404762","media":"华尔街见闻","summary":"隔夜美国银行业的暴跌，成了震动整个市场的黑天鹅事件。","content":"<p><html><head></head><body><b>As recently as February 14 of this year, Silicon Valley Bank also made Forbes magazine's \"Top 100 U.S. Banks 2023\" list, ranking 5th in California and 20th in the U.S. with outstanding profitability.</b>The overnight plunge in the U.S. banking industry became a black swan event that shook the whole market. At the center of the vortex is Silicon Valley Bank (SVB), a large commercial Bank with a history of nearly 40 years. After a seemingly small financing announcement was released, the share price of SVB Financial Group, the parent company of SVB, crashed by 60%, and it plunged by more than 40% before the market today.</p><p><img src=\"https://static.tigerbbs.com/c5da7ade76be1b07f1d0ba111d6571d9\" tg-width=\"818\" tg-height=\"506\" width=\"100%\" height=\"auto\"/></p><p>The market value plummeted by nearly 10 billion dollars, many investors and depositors fled, and the company's credit rating was downgraded by Moody's... The largest bank in Silicon Valley was in turmoil overnight. The Information, a technology media outlet, even commented that The best way to calm things down now is for a larger bank to buy SVB.</p><p>SVB's official website reads the bank's vision: to help individuals, investors and the world's most innovative companies achieve their ambitions.</p><p><img src=\"https://static.tigerbbs.com/4dc31e54a57bad47d23a24ce6c93fd7c\" tg-width=\"634\" tg-height=\"140\" referrerpolicy=\"no-referrer\"/></p><p>From being a \"financial partner for an innovative economy\" to suffering an all-round run, how did SVB get to this point? Combined with the research report released by Jin Yi, an analyst at Guohai Securities, in 2020, Wall Street News made a detailed review of SVB's development history.</p><p><b>Started in a poker game</b></p><p>In the 1960s and 1970s, due to its proximity to famous institutions of higher learning such as Stanford University and University of California, Berkeley, and the superimposition of local preferential policies such as tax incentives and government loan guarantees, Silicon Valley gradually became a hot spot for knowledge and adventurers, and technology companies blossomed here.</p><p>Emerging tech companies need capital to get started. But,<b>Among the corporate assets of these start-ups, intangible assets such as intellectual property rights account for the majority, so it is difficult for enterprises to obtain sufficient loans from commercial banks by mortgaging fixed assets. There is an urgent need for a professional commercial bank that can understand the development logic of technology companies in the market to help start-up enterprises grow and fill the gap in the market.</b></p><p>Roger Smith and Bill Biggerstaff from Wells Fargo, along with Stanford professor Robert Medearis, keenly captured the opportunity. In 1982, the trio co-founded SVB.</p><p>In the early stages, the three founders knew that they had to learn and rely on the rich customer resources and industry experience of existing VC firms in Silicon Valley.<b>And the way they expanded their network was interesting — actively participating in Silicon Valley's poker games, big and small, and in the end, everyone in these poker groups invested at least $10,000 in SVB.</b></p><p>In the end, with the founder's network resources and hard lobbying, SVB attracted many famous entrepreneurs and activists in Silicon Valley to invest in shares, attracting an investment of $5 million.</p><p>This part of the shareholder group also provided SVB's earliest business resources, which allowed SVB to accumulate valuable first-mover advantages in the field of risk lending.</p><p><b>Unique business model</b></p><p>In the process of development in the 1990s, the business framework of SVB was gradually determined.</p><p>Although SVB is no different from traditional commercial banks in terms of business scope, it is involved in deposits, loans, international settlement and other businesses,<b>But what's special is that it primarily serves emerging tech companies in computers, life sciences, clean energy, and more, as well as private equity/venture capital funds. In addition, SVB will also connect investment institutions with start-ups.</b></p><p><b>Partnerships with VCs are SVB's core business model.</b>Therefore, its business follows VCs. In Silicon Valley in the 1980s and 1990s, where VCs were meeting, SVB's executives were there.</p><p>SVB generally adopts the mode of follow-up investment for start-up credit, that is, after the enterprise obtains venture capital equity investment, the credit line is approved according to a certain proportion. Credit may require third-party guarantees such as venture capital, or mortgages on intellectual property, etc.</p><p>Finally, SVB earns income by charging higher interest than ordinary corporate loans, and may also acquire a certain percentage of corporate warrants in order to increase income in the future. In addition, SVB also provides credit support to venture capital companies, and provides bridge loan support when the latter's projects require capital investment but are short of liquidity.</p><p>Due to risk control considerations, most banks dare not set foot in the start-up credit market. However, SVB has established a set of loan approval processes specifically for technology start-ups from three aspects: pre-loan, in-loan and post-loan.</p><p><ul><li><b>First of all, before the loan, SVB adopts the strategy of follow-up investment.</b>Only after obtaining investment from VC funds can enterprises get a certain percentage of SVB loans, usually about 1/4 of the amount of VC investment. With the expertise of VC funds, SVB has screened out promising start-ups. If a business is favored by multiple VCs at the same time, the probability of applying for a successful SVB loan will be greatly increased. In addition, in order to further improve the ability to identify technology enterprises, SVB has also specially trained a group of researchers with professional knowledge background to participate in credit approval.</li><li><b>In the loan, SVB requires different loan conditions according to the characteristics of different start-ups.</b>For start-ups that have no income yet, the company requires enterprises to use knowledge patents as qualitative rather than quantitative mortgage, so that even if the enterprise defaults, it can make up for certain losses by selling patents to large enterprises.</li><li><b>After the loan, SVB requires enterprises to open fund accounts in the Bank.</b>By monitoring the daily capital entry and exit of enterprises, banks can grasp the operating conditions of enterprises from the side, and timely warn and dispose of liquidity for enterprises that lack funds to repay loans. In addition, SVB will communicate closely with the investment institutions of the enterprise to indirectly understand the development status of the enterprise.</li></ul><b>Towards a full-cycle operation</b></p><p>With its prudent business strategy and excellent business model, SVB's performance has been steadily moving forward.<b>Even in the face of black swan events such as the burst of the millennium Internet bubble, the strict loan approval process made SVB remain profitable throughout the bubble burst, and the non-performing loan ratio even dropped to a certain extent.</b></p><p>However, in the bear market of that year, due to the reduction of business opportunities, the loan scale of SVB Bank still suffered a certain degree of shrinkage. Therefore, through the policy window of mixed operation of banking industry, SVB began to get involved in venture capital, investment banking, private banking, asset management and other services.</p><p>And, with the growth of scale, SVB is finally able to meet the financing needs of large enterprises. According to the initial stage, growth stage and maturity stage of the enterprise, SVB has formulated three service plans, namely \"SVB Accelerator\", \"SVB Growth\" and \"SVB Enterprise Finance\", covering the whole life cycle of the enterprise.</p><p><ul><li>\"SVB Accelerator\" provides the following services for start-up high-tech enterprises: First, it sends dedicated service representatives to work with start-ups to understand and feedback the unique banking needs of enterprises; The second is to provide enterprises with financial products and services such as competitive term loans for entrepreneurship and \"combination of investment and loan\"; The third is to build an online commercial banking service platform to help entrepreneurs expand their network and find potential investors for entrepreneurs.</li><li>\"SVB Growth\" includes the following financial products and services: First, providing flexible loan schemes, including mezzanine financing, medium-term guaranteed financing, providing loan receivables, etc.; Second, build a global fund management platform to provide international business services for enterprises, provide offshore accounts, carry out foreign exchange exchange and payment, and simplify the transaction process; The third is to customize investment plans for customers; Fourth, providing asset management and securities services.</li><li>\"SVB Corporate Finance\" services include: long-term loans, trade finance, various loans receivable and working capital credit, asset management and securities, financial advisory services, global cash management, foreign exchange exchange, etc. and group services.</li></ul><b>Will the building collapse or an Oolong incident?</b></p><p>To sum up, it is not difficult to find that the business model built by SVB is excellent:</p><p>For interest income, SVB relies on the \"high interest spread\" strategy.</p><p><ul><li>On the liability side, by absorbing the deposits of venture capital enterprises and technology enterprises at the same time, the bank has achieved the purpose that even if the funds are transferred between investors and investees, they can remain inside the bank to the maximum extent. At the same time, the additional loan conditions require enterprise deposits to be interest-free, which greatly reduces the cost of the liability side.</li><li>On the asset side, credit from technology start-ups that are relatively insensitive to interest rates has raised the yield of credit assets, and finally achieved a \"high interest spread\".</li></ul>In terms of non-interest income, SVB has set up a \"mixed operation\" strategy. In addition to participating in venture capital funds and establishing an information customer network to facilitate enterprise analysis and consulting, it also directly or indirectly invests in technology enterprises, or holds warrants in the form of investment-loan linkage, which helps enterprises to grow over a long period of time and realizes high returns when equity is withdrawn.</p><p><b>Today, SVB is the only professional bank in the venture capital circle in the United States. So far, it has helped more than 30,000 start-ups to raise financing, connected with 600 venture capital institutions and 120 private equity institutions around the world, and accounted for more than 50% of the credit market of start-ups. It is a well-deserved leading enterprise.</b></p><p><b>As recently as February 14 of this year, SVB also made Forbes magazine's \"Top 100 U.S. Banks 2023\" list, ranking 5th in California and 20th in the U.S. with outstanding profitability.</b></p><p>That's why this time the black swan seems so caught off guard: Will a forty-year-old store with outstanding performance and customer assets of $212 billion (as of the end of 2022) really fall in 2023 because it announced an unrealized loss of a mere $1.8 billion? Whether this is a public relations oolong or the liquidity crisis that is about to shake the United States will not be revealed until later.</p><p></body></html></p>","source":"live_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>This thunderstorm Silicon Valley Bank is actually a top student</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\">\nThis thunderstorm Silicon Valley Bank is actually a top student\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-03-10 18:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>As recently as February 14 of this year, Silicon Valley Bank also made Forbes magazine's \"Top 100 U.S. Banks 2023\" list, ranking 5th in California and 20th in the U.S. with outstanding profitability.</b>The overnight plunge in the U.S. banking industry became a black swan event that shook the whole market. At the center of the vortex is Silicon Valley Bank (SVB), a large commercial Bank with a history of nearly 40 years. After a seemingly small financing announcement was released, the share price of SVB Financial Group, the parent company of SVB, crashed by 60%, and it plunged by more than 40% before the market today.</p><p><img src=\"https://static.tigerbbs.com/c5da7ade76be1b07f1d0ba111d6571d9\" tg-width=\"818\" tg-height=\"506\" width=\"100%\" height=\"auto\"/></p><p>The market value plummeted by nearly 10 billion dollars, many investors and depositors fled, and the company's credit rating was downgraded by Moody's... The largest bank in Silicon Valley was in turmoil overnight. The Information, a technology media outlet, even commented that The best way to calm things down now is for a larger bank to buy SVB.</p><p>SVB's official website reads the bank's vision: to help individuals, investors and the world's most innovative companies achieve their ambitions.</p><p><img src=\"https://static.tigerbbs.com/4dc31e54a57bad47d23a24ce6c93fd7c\" tg-width=\"634\" tg-height=\"140\" referrerpolicy=\"no-referrer\"/></p><p>From being a \"financial partner for an innovative economy\" to suffering an all-round run, how did SVB get to this point? Combined with the research report released by Jin Yi, an analyst at Guohai Securities, in 2020, Wall Street News made a detailed review of SVB's development history.</p><p><b>Started in a poker game</b></p><p>In the 1960s and 1970s, due to its proximity to famous institutions of higher learning such as Stanford University and University of California, Berkeley, and the superimposition of local preferential policies such as tax incentives and government loan guarantees, Silicon Valley gradually became a hot spot for knowledge and adventurers, and technology companies blossomed here.</p><p>Emerging tech companies need capital to get started. But,<b>Among the corporate assets of these start-ups, intangible assets such as intellectual property rights account for the majority, so it is difficult for enterprises to obtain sufficient loans from commercial banks by mortgaging fixed assets. There is an urgent need for a professional commercial bank that can understand the development logic of technology companies in the market to help start-up enterprises grow and fill the gap in the market.</b></p><p>Roger Smith and Bill Biggerstaff from Wells Fargo, along with Stanford professor Robert Medearis, keenly captured the opportunity. In 1982, the trio co-founded SVB.</p><p>In the early stages, the three founders knew that they had to learn and rely on the rich customer resources and industry experience of existing VC firms in Silicon Valley.<b>And the way they expanded their network was interesting — actively participating in Silicon Valley's poker games, big and small, and in the end, everyone in these poker groups invested at least $10,000 in SVB.</b></p><p>In the end, with the founder's network resources and hard lobbying, SVB attracted many famous entrepreneurs and activists in Silicon Valley to invest in shares, attracting an investment of $5 million.</p><p>This part of the shareholder group also provided SVB's earliest business resources, which allowed SVB to accumulate valuable first-mover advantages in the field of risk lending.</p><p><b>Unique business model</b></p><p>In the process of development in the 1990s, the business framework of SVB was gradually determined.</p><p>Although SVB is no different from traditional commercial banks in terms of business scope, it is involved in deposits, loans, international settlement and other businesses,<b>But what's special is that it primarily serves emerging tech companies in computers, life sciences, clean energy, and more, as well as private equity/venture capital funds. In addition, SVB will also connect investment institutions with start-ups.</b></p><p><b>Partnerships with VCs are SVB's core business model.</b>Therefore, its business follows VCs. In Silicon Valley in the 1980s and 1990s, where VCs were meeting, SVB's executives were there.</p><p>SVB generally adopts the mode of follow-up investment for start-up credit, that is, after the enterprise obtains venture capital equity investment, the credit line is approved according to a certain proportion. Credit may require third-party guarantees such as venture capital, or mortgages on intellectual property, etc.</p><p>Finally, SVB earns income by charging higher interest than ordinary corporate loans, and may also acquire a certain percentage of corporate warrants in order to increase income in the future. In addition, SVB also provides credit support to venture capital companies, and provides bridge loan support when the latter's projects require capital investment but are short of liquidity.</p><p>Due to risk control considerations, most banks dare not set foot in the start-up credit market. However, SVB has established a set of loan approval processes specifically for technology start-ups from three aspects: pre-loan, in-loan and post-loan.</p><p><ul><li><b>First of all, before the loan, SVB adopts the strategy of follow-up investment.</b>Only after obtaining investment from VC funds can enterprises get a certain percentage of SVB loans, usually about 1/4 of the amount of VC investment. With the expertise of VC funds, SVB has screened out promising start-ups. If a business is favored by multiple VCs at the same time, the probability of applying for a successful SVB loan will be greatly increased. In addition, in order to further improve the ability to identify technology enterprises, SVB has also specially trained a group of researchers with professional knowledge background to participate in credit approval.</li><li><b>In the loan, SVB requires different loan conditions according to the characteristics of different start-ups.</b>For start-ups that have no income yet, the company requires enterprises to use knowledge patents as qualitative rather than quantitative mortgage, so that even if the enterprise defaults, it can make up for certain losses by selling patents to large enterprises.</li><li><b>After the loan, SVB requires enterprises to open fund accounts in the Bank.</b>By monitoring the daily capital entry and exit of enterprises, banks can grasp the operating conditions of enterprises from the side, and timely warn and dispose of liquidity for enterprises that lack funds to repay loans. In addition, SVB will communicate closely with the investment institutions of the enterprise to indirectly understand the development status of the enterprise.</li></ul><b>Towards a full-cycle operation</b></p><p>With its prudent business strategy and excellent business model, SVB's performance has been steadily moving forward.<b>Even in the face of black swan events such as the burst of the millennium Internet bubble, the strict loan approval process made SVB remain profitable throughout the bubble burst, and the non-performing loan ratio even dropped to a certain extent.</b></p><p>However, in the bear market of that year, due to the reduction of business opportunities, the loan scale of SVB Bank still suffered a certain degree of shrinkage. Therefore, through the policy window of mixed operation of banking industry, SVB began to get involved in venture capital, investment banking, private banking, asset management and other services.</p><p>And, with the growth of scale, SVB is finally able to meet the financing needs of large enterprises. According to the initial stage, growth stage and maturity stage of the enterprise, SVB has formulated three service plans, namely \"SVB Accelerator\", \"SVB Growth\" and \"SVB Enterprise Finance\", covering the whole life cycle of the enterprise.</p><p><ul><li>\"SVB Accelerator\" provides the following services for start-up high-tech enterprises: First, it sends dedicated service representatives to work with start-ups to understand and feedback the unique banking needs of enterprises; The second is to provide enterprises with financial products and services such as competitive term loans for entrepreneurship and \"combination of investment and loan\"; The third is to build an online commercial banking service platform to help entrepreneurs expand their network and find potential investors for entrepreneurs.</li><li>\"SVB Growth\" includes the following financial products and services: First, providing flexible loan schemes, including mezzanine financing, medium-term guaranteed financing, providing loan receivables, etc.; Second, build a global fund management platform to provide international business services for enterprises, provide offshore accounts, carry out foreign exchange exchange and payment, and simplify the transaction process; The third is to customize investment plans for customers; Fourth, providing asset management and securities services.</li><li>\"SVB Corporate Finance\" services include: long-term loans, trade finance, various loans receivable and working capital credit, asset management and securities, financial advisory services, global cash management, foreign exchange exchange, etc. and group services.</li></ul><b>Will the building collapse or an Oolong incident?</b></p><p>To sum up, it is not difficult to find that the business model built by SVB is excellent:</p><p>For interest income, SVB relies on the \"high interest spread\" strategy.</p><p><ul><li>On the liability side, by absorbing the deposits of venture capital enterprises and technology enterprises at the same time, the bank has achieved the purpose that even if the funds are transferred between investors and investees, they can remain inside the bank to the maximum extent. At the same time, the additional loan conditions require enterprise deposits to be interest-free, which greatly reduces the cost of the liability side.</li><li>On the asset side, credit from technology start-ups that are relatively insensitive to interest rates has raised the yield of credit assets, and finally achieved a \"high interest spread\".</li></ul>In terms of non-interest income, SVB has set up a \"mixed operation\" strategy. In addition to participating in venture capital funds and establishing an information customer network to facilitate enterprise analysis and consulting, it also directly or indirectly invests in technology enterprises, or holds warrants in the form of investment-loan linkage, which helps enterprises to grow over a long period of time and realizes high returns when equity is withdrawn.</p><p><b>Today, SVB is the only professional bank in the venture capital circle in the United States. So far, it has helped more than 30,000 start-ups to raise financing, connected with 600 venture capital institutions and 120 private equity institutions around the world, and accounted for more than 50% of the credit market of start-ups. It is a well-deserved leading enterprise.</b></p><p><b>As recently as February 14 of this year, SVB also made Forbes magazine's \"Top 100 U.S. Banks 2023\" list, ranking 5th in California and 20th in the U.S. with outstanding profitability.</b></p><p>That's why this time the black swan seems so caught off guard: Will a forty-year-old store with outstanding performance and customer assets of $212 billion (as of the end of 2022) really fall in 2023 because it announced an unrealized loss of a mere $1.8 billion? Whether this is a public relations oolong or the liquidity crisis that is about to shake the United States will not be revealed until later.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3683767\">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/a4ac7a6ebd455cb354600f2c4dcef71e","relate_stocks":{"IAT":"安硕美国地区银行ETF"},"source_url":"https://wallstreetcn.com/articles/3683767","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1115404762","content_text":"就在今年2月14日，硅谷银行还登上了《福布斯》杂志“2023美国百大银行”榜单，凭借出色的盈利能力名列加州第5位、美国第20位。隔夜美国银行业的暴跌，成了震动整个市场的黑天鹅事件。处于漩涡中心的，是一家有近40年历史的大型商业银行——硅谷银行（Silicon Valley Bank，下文简称SVB）。一纸看似问题不大的融资公告发布后，SVB母公司SVB Financial Group股价闪崩60%，今日盘前又重挫超40%。市值暴跌近百亿美元、众多投资者和储户纷纷出逃、公司信用评级也遭穆迪下调……硅谷第一大银行一夜之间风雨飘摇。科技媒体The Information甚至评论称，现在能让事情平息的最好办法，就是某家更大的银行出手收购SVB。SVB的官网上写着这家银行的愿景：帮助个人、投资者和世界最具创新性的公司们实现其雄心。从“创新经济体的金融伙伴”到遭遇全方位挤兑，SVB是怎么走到这一步的？结合国海证券分析师靳毅在2020年发布的研究报告，华尔街见闻对SVB的发展史进行了详尽梳理。靠扑克牌局起家上世纪六七十年代，由于临近斯坦福大学、加州大学伯克利分校等著名高等学府，叠加当地的税收优惠、政府贷款担保等优惠政策，硅谷逐渐成为了知识与冒险家的热土，科技公司在这里开花结果。新兴的科技公司需要资本起步。但是，在这些初创企业的公司资产中，知识产权等无形资产占大头，因此企业很难靠抵押固定资产从商业银行中获得足够的贷款。市场上亟需一家能理解科技公司发展逻辑的专业性商业银行，来帮助创业企业成长，填补市场的空白。来自富国银行的Roger Smith和Bill Biggerstaff，以及斯坦福大学教授Robert Medearis敏锐地捕捉到了这一机会。1982年，三人联合创立了SVB。在草创阶段，三位创始人深知必须学习和依靠硅谷现有的风投公司丰富的客户资源与行业经验。而他们拓展人脉的方式也很有趣——积极参与硅谷大大小小的扑克牌局，最后，这些扑克牌团体内的每一个人都至少给SVB投资了一万美元。最终，凭借创始人人脉资源和卖力游说，SVB招揽了众多硅谷著名的企业家和活动人士投资入股，吸引了500万美元的投资。这一部分股东群体，也提供了SVB最早的业务资源，让SVB在风险借贷领域积攒了宝贵的先发优势。独特的业务模式在90年代的发展过程中，SVB的业务框架逐渐确定。虽然在经营范围上，SVB 与传统商业银行无异，涉足存款、贷款、国际结算等业务，但特别之处在于，它主要为计算机、生命科学、清洁能源等领域的新兴科技公司以及私募股权/风险投资基金提供服务。此外，SVB还会为投资机构与初创企业牵线搭桥。与风投的合作是SVB的核心商业模式。因此，它的业务是跟着风投走的。在八九十年代的硅谷，哪里的风投在开会，SVB的高管就在哪里。SVB对初创企业信贷一般采取跟投的模式， 即在企业获得风险资本股权投资以后，按照一定比例批准信贷额度。信贷可能需要风险资本等第三方担保，或者知识产权抵押等。最后，SVB通过收取高于一般企业贷款的利息获取收益， 同时可能获取一定比例的企业认股权证，以求在未来增厚收益。另外，SVB还对风险资本公司提供信贷支持，在后者的项目需要资金投入但是流动性短缺的时候，提供过桥贷款支持。出于风控考虑，大多数银行不敢涉足初创企业信贷市场。但SVB专门从贷前、贷中、贷后三个方面下手，建立起一套专门针对科技初创企业的贷款审批流程。首先，在贷前，SVB采取跟投的策略。企业只有在获得风投基金投资后，才可能获得一定比例的SVB贷款，通常是风投投资金额的1/4左右。借助风投基金的专业知识，SVB已经筛选出了有发展前景的初创企业。如果一家企业同时获得多家风投青睐，那么申请成功SVB贷款的概率将大大升高。此外，为了进一步提高对科技企业的辨别能力，SVB还专门培养了一批具有专业知识背景的研究员参与信贷审批。在贷中，SVB根据不同的初创企业特点要求不同的贷款条件。对于还没有收 入的初创企业，公司要求企业用知识专利做定性而非定量的抵押，这样即使企业 违约，通过出售专利给大企业也能弥补一定损失。在贷后，SVB则要求企业将资金账户开在本行内。通过对企业日常资金进出情况进行监控，银行可以从侧面掌握企业的经营状况，并及时对缺乏资金还贷的企业进行流动性预警和提前处置。此外，SVB还会和该企业的投资机构密切沟通，间接了解企业发展现状。迈向全周期经营凭借审慎的经营策略和出色的业务模式，SVB的业绩一路稳健向前。即使遭遇千禧年互联网泡沫破灭这样的黑天鹅事件，严密的贷款审批流程也让SVB在整个泡沫破灭期间依然保持盈利，贷款不良率甚至还有一定的下降。但在当年的熊市下，由于业务机会的减少，SVB银行贷款规模还是遭遇了一定幅度的缩水。于是，借着银行业混业经营的政策窗口，SVB开始涉足风险投资、投资银行、私人银行、资产管理等服务。并且，随着规模增长，SVB也终于有能力满足大型企业的融资需求。SVB按照企业初创期、成长期、成熟期，对应制定了三种服务方案，分别是“SVB 加速器”、“SVB 增长”、“SVB 企业金融”，覆盖企业的整个生命周期。“SVB 加速器”为初创期高科技企业提供以下服务：一是派遣专门的服务代表 与初创者在一起工作，理解并反馈企业独特的银行需求；二是为企业提供有竞争 力创业定期贷款、“投贷结合”等的金融产品和服务；三是构建一个在线的商业 银行服务平台，帮助企业家扩展网络，为创业者找到潜在投资者。“SVB 增长”包括以下金融产品和服务：一是提供灵活的贷款方案，包括夹层融资、中期担保融资、提供应收贷款额度等；二是构建全球资金管理平台为企业提供国际业务服务，提供离岸的账户、开展外汇交换和支付，简化交易过程；三是为客户定制投资方案；四是提供资产管理和证券服务。“SVB 企业金融”服务包括：长期贷款、贸易融资、各类应收贷款和流动资金信贷、资产管理和证券、金融咨询服务、全球现金管理、外汇交换等和集团服务。大厦将倾还是乌龙事件？综上所述，不难发现，SVB搭建的业务模式十分出色：在利息收入上，SVB倚仗的是“高息差”策略。负债端，银行通过同时吸收风投企业与科技企业的存款，达到了即使资金在投资者与被投资企业间转移，也可以最大限度留存在银行内部的目的。同时贷款条件附加要求企业存款无息，大大压低了负债端成本。资产端，通过对利率相对不敏感的科技初创企业投放信贷，拉高了信贷资产收益率，最终实现“高息差”。在非息收入上，SVB搭建起了“混业经营”策略。除了通过参股风投基金，建立信息客户网络，方便开展企业分析咨询等业务外，还以投贷联动的方式直投、间接投资科技企业，或者持有认股权证，在较长的时间周期内帮助企业成长的同时，实现了股权退出时的高额回报。时至今日，SVB都是美国唯一一家创投圈内的专业性银行，至今已经帮助超3万家初创企业进行融资，对接全球600家风险投资机构，120家私募股权机构，在初创企业信贷市场占有率超过50%，是当之无愧的龙头企业。就在今年2月14日，SVB还登上了《福布斯》杂志“2023美国百大银行”榜单，凭借出色的盈利能力名列加州第5位、美国第20位。所以这一次的黑天鹅才显得如此猝不及防：一家业绩出色、客户资产高达2120亿美元（截至2022年底）的四十年老店，真的会因为公告了区区18亿美元的未实现亏损，倒在2023年吗？这到底是一场公关乌龙，还是即将震动美国的流动性危机，要等之后才会揭晓。","news_type":1,"symbols_score_info":{"IAT":1,"SIVB":0.9}},"isVote":1,"tweetType":1,"viewCount":3462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956179030,"gmtCreate":1673944834721,"gmtModify":1676538906777,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956179030","repostId":"626168301","repostType":1,"repost":{"id":626168301,"gmtCreate":1673943555505,"gmtModify":1676538906654,"author":{"id":"9889909672494","authorId":"9889909672494","name":"小安先生","avatar":"https://static.tigerbbs.com/4849e7d0100445dc3f113e8b1397b003","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9889909672494","idStr":"9889909672494"},"themes":[],"title":"小安先生說股市","htmlText":"\n 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Inc.(UPST)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987462889","isVote":1,"tweetType":1,"viewCount":2834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987699463,"gmtCreate":1667880061752,"gmtModify":1676537978926,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987699463","repostId":"1165522916","repostType":2,"repost":{"id":"1165522916","kind":"news","pubTimestamp":1667877159,"share":"https://ttm.financial/m/news/1165522916?lang=en_US&edition=fundamental","pubTime":"2022-11-08 11:12","market":"us","language":"zh","title":"Two years ago, the driving force behind the short Luckin is now publicly doing more: Luckin will surpass Starbucks in China!","url":"https://stock-news.laohu8.com/highlight/detail?id=1165522916","media":"华尔街见闻","summary":"“瑞幸将在中国超越星巴克”在这份报告中，马自铭将瑞幸的目标价设定为46.25美元，市值目标设定为150亿美元。这一丑闻曝光后，瑞幸在4月初发布公告承认了财报造假的事实，并于6月被勒令退市。这份匿名报告称，做空行动始于瑞幸上市之初。瑞幸的造假行为导致其投资者损失了数十亿美元，震惊了监管机构，其股价在当时最高暴跌幅度达85%。","content":"<p><html><head></head><body><b>Xuehu Capital, the initiator of Luckin, has now become the majority of Luckin.</b>Shorts have also turned over, and Ruixing is starting the \"rebirth script\".</p><p>On Monday evening, Ma Ziming, founder of Snow Lake Capital, publicly stated on a financial website platform,<a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>The rebirth from the ashes is \"a miracle in the history of Chinese business\", and emphasized his bullish stance. He also included a presentation document and an 81-page bullish report.</p><p><img src=\"https://static.tigerbbs.com/bc67272f666a7db1b53fb8c3d58a5ad6\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>Ma Ziming said in an interview with the media on Monday,<b>I have bought a minority stake in Luckin,</b>And thinks the company's valuation will surge significantly:</p><p>I never thought this company would make a comeback. Many almost impossible things happen. He added,<b>Luckin currently accounts for about 15% of Snow Lake's assets under management.</b>But he did not disclose how much Luckin stock he owned or the assets it managed, saying only that it was less than the $3 billion it disclosed in early 2021.</p><p>Ma Ziming called this \"almost impossible\". What surprised investors was that Snow Lake Capital was behind the short-selling report submitted a few years ago and exposed Luckin's financial fraud scandal. It wasn't until October this year that Luckin's share price slowly rebounded from the plunge at that time.</p><p><b>\"The right time, the right place and the right people\"</b></p><p>For the specific reasons for being optimistic about Ruixing, Ma Ziming used \"the right time, the right place and the right people\" to describe the rebirth of Ruixing in this 81-page report. He believes that all three are indispensable:</p><p><ul><li>\"Tianshi\" refers to Luckin's coffee order-and-collect sales model, which has not been obviously hindered after the outbreak of the epidemic, and compared with<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>As an \"office space\" role, Luckin can capture more market share;</li></ul><ul><li>\"Geographical advantage\" means that Luckin has launched more coffee products (such as brown sugar bobby latte, raw coconut latte, etc.) that are more suitable for Chinese people, and expanded its target market. Xuehu believes that Luckin will further sink to small and medium-sized cities in China, which is a very obvious first-mover advantage with Starbucks, which is only popular in big cities;</li></ul><ul><li>The final \"human harmony\" refers to Centurium Capital's thorough restructuring of Luckin's management. Luckin emerged from bankruptcy protection in March and is now controlled by Beijing-based private equity firm Dazheng Capital, which was also an early investor in Luckin. Dazheng Capital has removed most of Luckin's top management and fired its former chairman, CEO and other employees who committed the fraud early on.</li></ul><img src=\"https://static.tigerbbs.com/9d08f08695b849c07222d0063dcdfe8b\" tg-width=\"640\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/></p><p>Ma Ziming said that this report was compiled by Xuehu at the beginning of this year and completed in August this year. He told the media: \"Because it involves a lot of field work, it took at least half a year.\" It can be seen that Ma Ziming has spent a lot of time trying to do more Luckin.</p><p>He also said that Snow Lake's research involved online consumer surveys of more than 100,000 Luckin customers. He did not communicate with Luckin during the preparation of the report.</p><p><b>\"Luckin will surpass Starbucks in China\"</b></p><p>In this report,<b>Ma Ziming set a price target for Luckin at $46.25 and a market capitalization target of $15 billion.</b>Luckin currently trades at around $18 and has a market capitalization of around $4.4 billion. Furthermore, it is expected that the internal rate of return on investing in Luckin can reach 131% in a year and a half (August 2022-December 2023).</p><p>Ma Ziming believes Luckin's net profit will reach 2.8 billion yuan in 2024, when the P/E will be about 35 times,<b>That's equivalent to Snow Lake's valuation of Starbucks' China business.</b></p><p>Ma Ziming said in an interview with the media:</p><p><b>I bought Luckin because I thought it was only a matter of time before this company passed Starbucks.</b>From the financial data point of view, Luckin is indeed narrowing the gap with Starbucks. Luckin's financial report shows that in the second quarter of this year, the revenue increased by 72% to 493 million USD, the profit margin of self-operated stores was 30.6%, and the net number of stores increased by 615; While Starbucks' sales in China slowed significantly, falling 44% to $544.5 million in the second quarter.</p><p>In 2021, Luckin reported $107 million in net income, its first-ever annual profit.</p><p>Snow Lake closed its Asia fund in late 2021 and still has two China-focused funds. In January 2021, Ziming Ma was high-profile bullish on bookmakers<a href=\"https://laohu8.com/S/02282\">MGM China</a>, however, the bet proved unsuccessful.</p><p>But Ma Ziming is obviously confident in his bet this time. He said he intends to hold Luckin stock \"for several years\" as long as it can sustain growth.<b>In addition to Luckin's growth prospects, he is also very optimistic about the possibility of its relisting in the United States:</b></p><p>I want to tell the world that this is a good company. I've reviewed it and I've done my homework.<b>Shorts also turned more, and Ruixing \"kept the clouds open and saw the moon bright\"</b></p><p>Not only does Ma Ziming claim that Luckin's rebirth is almost \"impossible\", but as a bystander, the market is also incredible about the change of Ma Ziming's flip position. Because there are rumors that Snow Lake Capital is the initiator of Ruixing a few years ago.</p><p>Pull the timeline back a few years – May 2019,<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>Officially landed on Nasdaq. However, at the end of January 2020, Muddy Waters Research, a well-known short selling institution in the United States, publicly released an anonymous short selling report,<b>Luckin Coffee is accused of financial fraud, forging revenue of up to 300 million US dollars, and exaggerating store sales, commodity selling prices, advertising expenses and the net income of other products.</b></p><p>This report is not groundless, but a large amount of manpower and material resources are used to investigate, and the arguments are very sufficient. After the scandal was exposed, Luckin issued an announcement in early April admitting the fact that the financial report was falsified, and was ordered to delist in June.</p><p>Whether it is media reports or market rumors,<b>The sources of this anonymous report all point directly to Snow Lake Capital.</b></p><p>The anonymous report said,<b>The short-selling action began at the beginning of Luckin's listing.</b>Snow Lake Capital first entrusted a consulting company to find professionals to discuss the business model of Luckin Coffee, with the intention of finding the existing problems. After getting the doubtful information about Luckin, Xuehu sorted out the breakthroughs including sales data and submitted this short selling report.</p><p>This made Snow Lake famous at the time. But Mr. Ma himself did not comment on whether he was involved in the report or any business investigation into Luckin.</p><p>Luckin's fraud, which cost its investors billions of dollars, shocked regulators, and its shares plunged by as much as 85% at the time. Since delisting, Luckin has been trading in the pink sheet market.</p><p>However, since the beginning of this year, Luckin's share price has risen by more than 80%, and it once again stood at the $17 mark in October-this is also the price of the company's IPO that year. After two years, Luckin's share price finally struggled to rebound. It's no wonder that Ma Ziming praised its \"rebirth from the ashes\".</p><p><img src=\"https://static.tigerbbs.com/88c16319a698b60e41f8d6de7786f6bf\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></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>Two years ago, the driving force behind the short Luckin is now publicly doing more: Luckin will surpass Starbucks in China!</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\">\nTwo years ago, the driving force behind the short Luckin is now publicly doing more: Luckin will surpass Starbucks in China!\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\">2022-11-08 11:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Xuehu Capital, the initiator of Luckin, has now become the majority of Luckin.</b>Shorts have also turned over, and Ruixing is starting the \"rebirth script\".</p><p>On Monday evening, Ma Ziming, founder of Snow Lake Capital, publicly stated on a financial website platform,<a href=\"https://laohu8.com/S/LUCKIN\">Luckin Coffee</a>The rebirth from the ashes is \"a miracle in the history of Chinese business\", and emphasized his bullish stance. He also included a presentation document and an 81-page bullish report.</p><p><img src=\"https://static.tigerbbs.com/bc67272f666a7db1b53fb8c3d58a5ad6\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>Ma Ziming said in an interview with the media on Monday,<b>I have bought a minority stake in Luckin,</b>And thinks the company's valuation will surge significantly:</p><p>I never thought this company would make a comeback. Many almost impossible things happen. He added,<b>Luckin currently accounts for about 15% of Snow Lake's assets under management.</b>But he did not disclose how much Luckin stock he owned or the assets it managed, saying only that it was less than the $3 billion it disclosed in early 2021.</p><p>Ma Ziming called this \"almost impossible\". What surprised investors was that Snow Lake Capital was behind the short-selling report submitted a few years ago and exposed Luckin's financial fraud scandal. It wasn't until October this year that Luckin's share price slowly rebounded from the plunge at that time.</p><p><b>\"The right time, the right place and the right people\"</b></p><p>For the specific reasons for being optimistic about Ruixing, Ma Ziming used \"the right time, the right place and the right people\" to describe the rebirth of Ruixing in this 81-page report. He believes that all three are indispensable:</p><p><ul><li>\"Tianshi\" refers to Luckin's coffee order-and-collect sales model, which has not been obviously hindered after the outbreak of the epidemic, and compared with<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>As an \"office space\" role, Luckin can capture more market share;</li></ul><ul><li>\"Geographical advantage\" means that Luckin has launched more coffee products (such as brown sugar bobby latte, raw coconut latte, etc.) that are more suitable for Chinese people, and expanded its target market. Xuehu believes that Luckin will further sink to small and medium-sized cities in China, which is a very obvious first-mover advantage with Starbucks, which is only popular in big cities;</li></ul><ul><li>The final \"human harmony\" refers to Centurium Capital's thorough restructuring of Luckin's management. Luckin emerged from bankruptcy protection in March and is now controlled by Beijing-based private equity firm Dazheng Capital, which was also an early investor in Luckin. Dazheng Capital has removed most of Luckin's top management and fired its former chairman, CEO and other employees who committed the fraud early on.</li></ul><img src=\"https://static.tigerbbs.com/9d08f08695b849c07222d0063dcdfe8b\" tg-width=\"640\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/></p><p>Ma Ziming said that this report was compiled by Xuehu at the beginning of this year and completed in August this year. He told the media: \"Because it involves a lot of field work, it took at least half a year.\" It can be seen that Ma Ziming has spent a lot of time trying to do more Luckin.</p><p>He also said that Snow Lake's research involved online consumer surveys of more than 100,000 Luckin customers. He did not communicate with Luckin during the preparation of the report.</p><p><b>\"Luckin will surpass Starbucks in China\"</b></p><p>In this report,<b>Ma Ziming set a price target for Luckin at $46.25 and a market capitalization target of $15 billion.</b>Luckin currently trades at around $18 and has a market capitalization of around $4.4 billion. Furthermore, it is expected that the internal rate of return on investing in Luckin can reach 131% in a year and a half (August 2022-December 2023).</p><p>Ma Ziming believes Luckin's net profit will reach 2.8 billion yuan in 2024, when the P/E will be about 35 times,<b>That's equivalent to Snow Lake's valuation of Starbucks' China business.</b></p><p>Ma Ziming said in an interview with the media:</p><p><b>I bought Luckin because I thought it was only a matter of time before this company passed Starbucks.</b>From the financial data point of view, Luckin is indeed narrowing the gap with Starbucks. Luckin's financial report shows that in the second quarter of this year, the revenue increased by 72% to 493 million USD, the profit margin of self-operated stores was 30.6%, and the net number of stores increased by 615; While Starbucks' sales in China slowed significantly, falling 44% to $544.5 million in the second quarter.</p><p>In 2021, Luckin reported $107 million in net income, its first-ever annual profit.</p><p>Snow Lake closed its Asia fund in late 2021 and still has two China-focused funds. In January 2021, Ziming Ma was high-profile bullish on bookmakers<a href=\"https://laohu8.com/S/02282\">MGM China</a>, however, the bet proved unsuccessful.</p><p>But Ma Ziming is obviously confident in his bet this time. He said he intends to hold Luckin stock \"for several years\" as long as it can sustain growth.<b>In addition to Luckin's growth prospects, he is also very optimistic about the possibility of its relisting in the United States:</b></p><p>I want to tell the world that this is a good company. I've reviewed it and I've done my homework.<b>Shorts also turned more, and Ruixing \"kept the clouds open and saw the moon bright\"</b></p><p>Not only does Ma Ziming claim that Luckin's rebirth is almost \"impossible\", but as a bystander, the market is also incredible about the change of Ma Ziming's flip position. Because there are rumors that Snow Lake Capital is the initiator of Ruixing a few years ago.</p><p>Pull the timeline back a few years – May 2019,<a href=\"https://laohu8.com/S/LK\">Luckin Coffee</a>Officially landed on Nasdaq. However, at the end of January 2020, Muddy Waters Research, a well-known short selling institution in the United States, publicly released an anonymous short selling report,<b>Luckin Coffee is accused of financial fraud, forging revenue of up to 300 million US dollars, and exaggerating store sales, commodity selling prices, advertising expenses and the net income of other products.</b></p><p>This report is not groundless, but a large amount of manpower and material resources are used to investigate, and the arguments are very sufficient. After the scandal was exposed, Luckin issued an announcement in early April admitting the fact that the financial report was falsified, and was ordered to delist in June.</p><p>Whether it is media reports or market rumors,<b>The sources of this anonymous report all point directly to Snow Lake Capital.</b></p><p>The anonymous report said,<b>The short-selling action began at the beginning of Luckin's listing.</b>Snow Lake Capital first entrusted a consulting company to find professionals to discuss the business model of Luckin Coffee, with the intention of finding the existing problems. After getting the doubtful information about Luckin, Xuehu sorted out the breakthroughs including sales data and submitted this short selling report.</p><p>This made Snow Lake famous at the time. But Mr. Ma himself did not comment on whether he was involved in the report or any business investigation into Luckin.</p><p>Luckin's fraud, which cost its investors billions of dollars, shocked regulators, and its shares plunged by as much as 85% at the time. Since delisting, Luckin has been trading in the pink sheet market.</p><p>However, since the beginning of this year, Luckin's share price has risen by more than 80%, and it once again stood at the $17 mark in October-this is also the price of the company's IPO that year. After two years, Luckin's share price finally struggled to rebound. It's no wonder that Ma Ziming praised its \"rebirth from the ashes\".</p><p><img src=\"https://static.tigerbbs.com/88c16319a698b60e41f8d6de7786f6bf\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3674385\">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/65c6455ef80d23573ed85d61bbc37d01","relate_stocks":{"BK4209":"餐馆","LU0823411888.USD":"法巴消费创新基金 Cap","SBUX":"星巴克","BK4535":"淡马锡持仓","BK4504":"桥水持仓","LKNCY":"瑞幸咖啡"},"source_url":"https://wallstreetcn.com/articles/3674385","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165522916","content_text":"曾重创瑞幸的始作俑者雪湖资本，如今却摇身一变成了瑞幸的大多头。空头也翻多，瑞幸正在开启“重生剧本”。周一傍晚，雪湖资本创始人马自铭在某金融网站平台上公开表示，瑞幸咖啡的浴火重生是“中国商业史上的奇迹”，并强调了自己的看多立场。他还附上了一份演示文件和一份长达81页的看多报告。马自铭周一在接受媒体采访时表示，自己已经买入了瑞幸的少数股份，并认为该公司的估值将大幅飙升：我从来没有想过这家公司会东山再起。许多几乎不可能的事情发生了。他补充称，瑞幸目前占雪湖管理资产的15%左右。但他没有透露自己持有多少瑞幸股票或其管理的资产，只说这比其在2021年初披露的30亿美元要少。马自铭称这是“几乎不可能的事”，令投资者更为意外的是，雪湖资本正是几年前提交做空报告、揭发瑞幸财务造假丑闻的幕后推手。直到今年10月，瑞幸的股价才从当时的暴跌中慢慢反弹回来。“天时、地利、人和”对于看好瑞幸的具体理由，马自铭在这份长达81页的报告中用了“天时、地利、人和”来形容瑞幸的重生，他认为，三者缺一不可：“天时”是指瑞幸这种咖啡点单自提的销售模式，在疫情爆发后并没有明显受到阻碍，并且相比星巴克作为“办公场所”的角色，瑞幸可以夺取更多市场份额；“地利”是指瑞幸推出了更多更合国人胃口的咖啡产品（如黑糖波比拿铁、生椰拿铁等），扩大了目标市场。雪湖认为瑞幸还会进一步下沉到中国中小城市，这与只在大城市受欢迎的星巴克来说是非常明显的先发优势；最后的“人和”，是指大钲资本（Centurium Capital）彻底重组了瑞幸的管理层。瑞幸于今年3月脱离了破产保护，现在由总部位于北京的私募股权投资公司大钲资本控股，该公司也是瑞幸的早期投资者。大钲资本已撤换了瑞幸的大部分高层管理人员，并解雇了前董事长、首席执行官和其他早期实施造假的员工。马自铭说，这份报告由雪湖今年年初开始编制，于今年8月完成。他向媒体表示：“因为涉及到大量的实地工作，至少花了半年多的时间。”可以看出，马自铭为做多瑞幸可谓是劳心劳神花了不少心思。他还表示，雪湖的研究涉及10万多名瑞幸顾客的在线消费者调查。在编写报告期间，他没有与瑞幸沟通过。“瑞幸将在中国超越星巴克”在这份报告中，马自铭将瑞幸的目标价设定为46.25美元，市值目标设定为150亿美元。瑞幸目前股价约为18美元，市值约为44亿美元。此外，预计投资瑞幸的内部收益率可以在一年半内（2022年8月-2023年12月）达到131%。马自铭认为瑞幸的净利润将在2024年达到28亿人民币，届时市盈率约为35倍，这相当于雪湖对星巴克中国业务的估值。马自铭在接受媒体采访时表示：我买入瑞幸，因为我认为这家公司超过星巴克只是时间问题。从财务数据来看，瑞幸的确在缩小与星巴克之间的差距。瑞幸财报显示，今年第二季度营收增长72%至4.93亿美元，自营门店利润率30.6%，净增门店数615家；而星巴克在中国的销售额明显放缓，二季度下降了44%至5.445亿美元。2021年，瑞幸报告了1.07亿美元的净利润，这是其有史以来的首次年度盈利。雪湖于2021年底关闭了其亚洲基金，目前仍有两只专注于中国的基金。2021年1月，马自铭高调看涨博彩公司美高梅中国，然而事实证明，此次押注并不成功。但马自铭对这一次的赌注显然信心十足。他表示，只要瑞幸能够保持增长，就打算“数年”持有该公司的股票。除了瑞幸的增长前景，他也非常看好其在美国重新上市的可能性：我要告诉全世界，这是一家好公司。我已经审查过了，我已经做好了功课。空头也翻多，瑞幸“守得云开见月明”不仅马自铭自称瑞幸的重生几乎是“不可能的事”，作为旁观者，市场也对马自铭空翻多立场的转变感到不可思议。因为有传言称，雪湖资本正是几年前重创瑞幸的始作俑者。将时间线拉回到几年前——2019年5月，瑞幸咖啡正式登陆纳斯达克。但在2020年1月底，美国知名做空机构浑水（Muddy Waters Research）公开发布了一份匿名做空报告，指控瑞幸咖啡涉嫌财务造假，伪造了高达3亿美元的营收额，门店销量、商品售价、广告费用、其他产品的净收入都被夸大。这份报告并非空穴来风，而是动用了大量人力物力进行调查，论据十分充足。这一丑闻曝光后，瑞幸在4月初发布公告承认了财报造假的事实，并于6月被勒令退市。而无论是媒体报道，还是市场传言，这份匿名报告的来源都直指雪湖资本。这份匿名报告称，做空行动始于瑞幸上市之初。雪湖资本先委托咨询公司寻找专业人士，展开对瑞幸咖啡的商业模式进行讨论，意图寻找其中存在的问题点。在拿到关于瑞幸的疑点信息后，雪湖整理了包括销售数据在内的突破口，并提交了这份做空报告。这在当时令雪湖声名鹊起。但马自铭自己并未就是否参与了这份报告，或者参与了任何关于瑞幸的商业调查发表评论。瑞幸的造假行为导致其投资者损失了数十亿美元，震惊了监管机构，其股价在当时最高暴跌幅度达85%。退市后，瑞幸一直在粉单市场进行交易。不过今年以来，瑞幸股价上涨了超过80%，10月再度站上17美元关口——这也是公司当年IPO的价格。时隔两年，瑞幸股价终于艰难回升，也难怪马自铭盛赞其“浴火重生”了。","news_type":1,"symbols_score_info":{"SBUX":0.9,"LK":0.9,"LKNCY":0.9}},"isVote":1,"tweetType":1,"viewCount":3785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984528054,"gmtCreate":1667695223579,"gmtModify":1676537952153,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00700\">$腾讯控股(00700)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/00700\">$腾讯控股(00700)$</a><v-v data-views=\"0\"></v-v>","text":"$腾讯控股(00700)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984528054","isVote":1,"tweetType":1,"viewCount":3036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985433181,"gmtCreate":1667437365644,"gmtModify":1676537917537,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985433181","repostId":"2280530732","repostType":4,"repost":{"id":"2280530732","kind":"highlight","pubTimestamp":1667431360,"share":"https://ttm.financial/m/news/2280530732?lang=en_US&edition=fundamental","pubTime":"2022-11-03 07:22","market":"us","language":"zh","title":"What did Fed Chairman Powell say at the press conference?","url":"https://stock-news.laohu8.com/highlight/detail?id=2280530732","media":"华尔街见闻","summary":"鲍威尔再次强调，希望美联储不会犯紧缩程度不够这种过早退出紧缩政策的错误。他强调，通胀不是唯一加息的条件，美联储还会评估美国金融状况，美联储的主要关注点是保持利率的限制性水平，并称美联储没有过度加息。此外，鲍威尔认为，政策滞后性时间明显缩短，如果过度紧缩，美联储有工具应对。　　11月2日周三，在美联储议息会议后，美联储主席鲍威尔召开记者会。","content":"<p><html><head></head><body>Powell again emphasized that he hoped that the Fed would not make the mistake of exiting austerity too soon, such as not tightening enough. He stressed that inflation is not the only condition of rate hike, and the Federal Reserve will also evaluate the financial situation of the United States. The main focus of the Federal Reserve is to keep interest rates at a restrictive level, saying that the Federal Reserve has no excessive rate hike. In addition, Powell believes that the policy lag time has been significantly shortened, and the Fed has the tools to deal with it if it is excessively tightened. On Wednesday, November 2nd, after the Fed's interest rate meeting, Federal Reserve Chairman Powell held a press conference.</p><p>At the press conference, Powell expressed his views on the current inflation in the United States, the policies of the Federal Reserve, the macroeconomy of the United States, the labor market, the real estate market and the global market.</p><p><b>Rising short-term inflation expectations worry, Fed rate hike to restrictive levels, history warns against easing too soon</b></p><p><b>Powell emphasized that the Fed is firmly committed to reducing inflation and strongly committed to pushing U.S. inflation down to 2%.</b>He believes that the current price rising pressure in the U.S. goods and services sector is still prominent.</p><p><b>Powell said the Fed will \"purposefully\" adjust interest rates to effectively restrictive, saying the Fed may need to adopt a restrictive policy stance for some time. Powell said that the pace of rate hike will slow down as soon as December, but the terminal interest rate may be higher than the Fed's expectation in September.</b>At that time, the Fed's median terminal rate expectation was 4.6%.</p><p>Powell said:</p><p>We believe that a sustained rate hike would be appropriate to make interest rate levels sufficiently restrictive. It will take time for the full effects of policies to take effect, especially on inflation. At some point it would be appropriate to slow down rate hike.<b>Rising short-term inflation expectations 'very concerning', Powell highlights</b>：</p><p>At present, long-term inflation expectations have fallen, but short-term inflation expectations have risen, which may affect wages. The Fed doesn't have a clear way to know when inflation becomes entrenched, which is why we need to control inflation. Powell said:</p><p><b>Regarding the terminal rate, we need it to be restrictive enough, which is the important question right now.</b>Currently, there is a lot of uncertainty, which is why we take into account the lag in policy and the cumulative level of tightening. rate hike speed is becoming less important now.<b>It is still necessary to continue the rate hike now, our main focus is to keep interest rates at a restrictive level, and the Fed is not overly rate hike.</b>Regarding the magnitude of rate hike, Powell said that the Fed will continue to make decisions on rate hike meeting by meeting:</p><p>We need to see inflation drop significantly, and we will be looking at all other financial conditions as well. Declining inflation is not the only condition for us to slow the pace of rate hike, and we will determine restrictive levels by assessing financial conditions, data and policy lag.<b>Powell acknowledged that the current financial conditions in the United States are significantly tightening. But again, he stressed that history strongly warns against premature policy relaxation:</b></p><p><b>We are rapidly adjusting rates at the fastest rate in history, and we will maintain the policy approach until the work is done. We want to make sure we don't make the mistake of not tightening enough or exiting austerity too soon.</b><b>We talked about the pace of rate hike at this meeting, and we don't feel that rate hike is too fast.</b>So far this is a good and successful program. What we are focusing on now is what interest rates need to be raised to.<b>My message is that we still have some way to go before the Fed reaches an adequate level of interest rates.</b><b>When many Wall Street people criticized the Fed's radical rate hike for not taking into account the problems caused by policy lag, Powell said that although people used to think that policy lag was long-term and changeable, the latest literature pointed out that the lag time of policy impact was shortened:</b></p><p>Many economists believe that once financial conditions change, the impact will be faster than before.<b>Financial conditions have reacted before the Fed's rate hike policy action, and it is highly uncertain how long it will take for the lag effect to have an impact on the economy.</b>What if there is a Fed policy blunder and there is excessive tightening? Powell responded by saying:</p><p><b>If we overausterity, we have the ability to use powerful tools to support economic activity. We need to use our tools forcefully and thoughtfully. However, if the tightening is not strong enough, in a year or two everyone will realize that inflation is not under control.</b><b>The U.S. labor market remains overheated</b></p><p>On the labor market, Powell said that without price stability, the U.S. labor market will not be sustainably strong.</p><p><b>Powell said that the current labor market in the United States is very strong, the employment population is growing at a steady rate, the wage growth rate is still on the high side, and the labor market continues to be unbalanced.</b></p><p>Job vacancy metrics are now becoming unusually important, according to Powell. The current wage issue in the United States is mixed; Wages have an impact on inflation and vice versa; Wages are not the main cause of high inflation; Without seeing a spiral of wages and prices, he hopes that wages will rise sustainably.</p><p>He believes there are no signs of real labor market weakness yet:</p><p>We have been looking for signs of a gradual recovery in the labor market and an economic slowdown, but these signs are not obvious at this time. Powell said there was a glimmer of light in the private sector wage data, but more broadly, the U.S. labor market remains overheated.</p><p><b>Powell remains hopeful for a soft landing in the US labor market:</b></p><p>We do think the labor market can cool down without mass layoffs.<b>There are no obvious risks in the real estate market</b></p><p>When talking about the U.S. housing market, Powell said that at present, high interest rates have significantly affected the housing market, and the activity of the housing market is declining, but the balance sheet of American households is still strong.</p><p>Powell said:</p><p>The housing market needs to return to balance, and we haven't seen poor underwriting of credit products for real estate-related securities from a financial stability perspective. So it's a very different situation,<b>There are no obvious financial stability risks in the real estate market.</b><b>If the US fails to fight inflation, the global economy will not get better</b></p><p>Speaking about the U.S. macroeconomy, Powell said that there is a high focus on the risks to economic growth posed by high inflation. Many indicators suggest that the U.S. economy will grow moderately in the fourth quarter, he said.</p><p>Powell said:</p><p>Price stability has benefited the U.S. economy for decades. Through the Fed's actions, it can help stabilize long-term inflation expectations. We need to use our tools to control inflation, and US price stability is good for the global economy. Powell said that the possibility of a soft landing for the U.S. economy remains, but the window has narrowed:</p><p>Consumer spending is still growing moderately, demand will be strongly supported by consumption and savings, the fiscal woes are not showing up as we previously expected, and there are fewer unemployed people than ever. Regarding the recession, Powell believes:</p><p>No one knows when a recession will come, no one knows how bad it will be. But inflation remains severe, which requires stricter policies from the Fed. When asked about his views on the global economy, Powell said that the global economy is clearly in a difficult time, and a strong dollar poses a challenge to some countries:</p><p>We will consider a number of global issues in the Fed model. If the Fed fails to fight inflation, the global situation will not get any better.<b>Pledges to avoid ethical problems for top Fed officials</b></p><p>When talking about the recent frequent scandals of senior Fed officials, Powell said:</p><p>The public's trust is the Fed's most important asset. When our officials make mistakes, we risk undermining that trust. We have a new system of ethics, which is a very good system. We renewed our commitment yesterday to hold ourselves to the highest standards and to avoid ethical problems in the future. In addition, Powell said that there is no updated information from the Office of the Independent Inspector General on Bostic's ongoing investigation at this time.</p><p><b>Market reaction</b></p><p>After the press conference, the two-year U.S. bond yield rose by about 8.0 basis points, reaching a daily high of 4.6280% after the press conference, and falling to a daily low of 4.4328% after leaving the FOMC rate hike of 75 basis points as expected by the market.</p><p>Spot gold fell by more than 0.5%, reaching a daily low of $1,636.71/oz, away from the daily high of $1,669.48 that rebounded to at the beginning of Powell's press conference.</p><p>ICE<a href=\"https://laohu8.com/S/USDindex.FOREX\">the US Dollar Index</a>It rose about 0.2%, refreshing its daily high to 111.683, away from the daily low of 110.426 at the beginning of the press conference.</p><p>The S&P 500 fell 2.1%, approaching the daily low of 3,801.50, which it fell to during the press conference. The Dow fell more than 400 points, extending its losses to 1.2%, and the Nasdaq fell 2.9%.</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>What did Fed Chairman Powell say at the press conference?</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\">\nWhat did Fed Chairman Powell say at the press conference?\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\">2022-11-03 07:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Powell again emphasized that he hoped that the Fed would not make the mistake of exiting austerity too soon, such as not tightening enough. He stressed that inflation is not the only condition of rate hike, and the Federal Reserve will also evaluate the financial situation of the United States. The main focus of the Federal Reserve is to keep interest rates at a restrictive level, saying that the Federal Reserve has no excessive rate hike. In addition, Powell believes that the policy lag time has been significantly shortened, and the Fed has the tools to deal with it if it is excessively tightened. On Wednesday, November 2nd, after the Fed's interest rate meeting, Federal Reserve Chairman Powell held a press conference.</p><p>At the press conference, Powell expressed his views on the current inflation in the United States, the policies of the Federal Reserve, the macroeconomy of the United States, the labor market, the real estate market and the global market.</p><p><b>Rising short-term inflation expectations worry, Fed rate hike to restrictive levels, history warns against easing too soon</b></p><p><b>Powell emphasized that the Fed is firmly committed to reducing inflation and strongly committed to pushing U.S. inflation down to 2%.</b>He believes that the current price rising pressure in the U.S. goods and services sector is still prominent.</p><p><b>Powell said the Fed will \"purposefully\" adjust interest rates to effectively restrictive, saying the Fed may need to adopt a restrictive policy stance for some time. Powell said that the pace of rate hike will slow down as soon as December, but the terminal interest rate may be higher than the Fed's expectation in September.</b>At that time, the Fed's median terminal rate expectation was 4.6%.</p><p>Powell said:</p><p>We believe that a sustained rate hike would be appropriate to make interest rate levels sufficiently restrictive. It will take time for the full effects of policies to take effect, especially on inflation. At some point it would be appropriate to slow down rate hike.<b>Rising short-term inflation expectations 'very concerning', Powell highlights</b>：</p><p>At present, long-term inflation expectations have fallen, but short-term inflation expectations have risen, which may affect wages. The Fed doesn't have a clear way to know when inflation becomes entrenched, which is why we need to control inflation. Powell said:</p><p><b>Regarding the terminal rate, we need it to be restrictive enough, which is the important question right now.</b>Currently, there is a lot of uncertainty, which is why we take into account the lag in policy and the cumulative level of tightening. rate hike speed is becoming less important now.<b>It is still necessary to continue the rate hike now, our main focus is to keep interest rates at a restrictive level, and the Fed is not overly rate hike.</b>Regarding the magnitude of rate hike, Powell said that the Fed will continue to make decisions on rate hike meeting by meeting:</p><p>We need to see inflation drop significantly, and we will be looking at all other financial conditions as well. Declining inflation is not the only condition for us to slow the pace of rate hike, and we will determine restrictive levels by assessing financial conditions, data and policy lag.<b>Powell acknowledged that the current financial conditions in the United States are significantly tightening. But again, he stressed that history strongly warns against premature policy relaxation:</b></p><p><b>We are rapidly adjusting rates at the fastest rate in history, and we will maintain the policy approach until the work is done. We want to make sure we don't make the mistake of not tightening enough or exiting austerity too soon.</b><b>We talked about the pace of rate hike at this meeting, and we don't feel that rate hike is too fast.</b>So far this is a good and successful program. What we are focusing on now is what interest rates need to be raised to.<b>My message is that we still have some way to go before the Fed reaches an adequate level of interest rates.</b><b>When many Wall Street people criticized the Fed's radical rate hike for not taking into account the problems caused by policy lag, Powell said that although people used to think that policy lag was long-term and changeable, the latest literature pointed out that the lag time of policy impact was shortened:</b></p><p>Many economists believe that once financial conditions change, the impact will be faster than before.<b>Financial conditions have reacted before the Fed's rate hike policy action, and it is highly uncertain how long it will take for the lag effect to have an impact on the economy.</b>What if there is a Fed policy blunder and there is excessive tightening? Powell responded by saying:</p><p><b>If we overausterity, we have the ability to use powerful tools to support economic activity. We need to use our tools forcefully and thoughtfully. However, if the tightening is not strong enough, in a year or two everyone will realize that inflation is not under control.</b><b>The U.S. labor market remains overheated</b></p><p>On the labor market, Powell said that without price stability, the U.S. labor market will not be sustainably strong.</p><p><b>Powell said that the current labor market in the United States is very strong, the employment population is growing at a steady rate, the wage growth rate is still on the high side, and the labor market continues to be unbalanced.</b></p><p>Job vacancy metrics are now becoming unusually important, according to Powell. The current wage issue in the United States is mixed; Wages have an impact on inflation and vice versa; Wages are not the main cause of high inflation; Without seeing a spiral of wages and prices, he hopes that wages will rise sustainably.</p><p>He believes there are no signs of real labor market weakness yet:</p><p>We have been looking for signs of a gradual recovery in the labor market and an economic slowdown, but these signs are not obvious at this time. Powell said there was a glimmer of light in the private sector wage data, but more broadly, the U.S. labor market remains overheated.</p><p><b>Powell remains hopeful for a soft landing in the US labor market:</b></p><p>We do think the labor market can cool down without mass layoffs.<b>There are no obvious risks in the real estate market</b></p><p>When talking about the U.S. housing market, Powell said that at present, high interest rates have significantly affected the housing market, and the activity of the housing market is declining, but the balance sheet of American households is still strong.</p><p>Powell said:</p><p>The housing market needs to return to balance, and we haven't seen poor underwriting of credit products for real estate-related securities from a financial stability perspective. So it's a very different situation,<b>There are no obvious financial stability risks in the real estate market.</b><b>If the US fails to fight inflation, the global economy will not get better</b></p><p>Speaking about the U.S. macroeconomy, Powell said that there is a high focus on the risks to economic growth posed by high inflation. Many indicators suggest that the U.S. economy will grow moderately in the fourth quarter, he said.</p><p>Powell said:</p><p>Price stability has benefited the U.S. economy for decades. Through the Fed's actions, it can help stabilize long-term inflation expectations. We need to use our tools to control inflation, and US price stability is good for the global economy. Powell said that the possibility of a soft landing for the U.S. economy remains, but the window has narrowed:</p><p>Consumer spending is still growing moderately, demand will be strongly supported by consumption and savings, the fiscal woes are not showing up as we previously expected, and there are fewer unemployed people than ever. Regarding the recession, Powell believes:</p><p>No one knows when a recession will come, no one knows how bad it will be. But inflation remains severe, which requires stricter policies from the Fed. When asked about his views on the global economy, Powell said that the global economy is clearly in a difficult time, and a strong dollar poses a challenge to some countries:</p><p>We will consider a number of global issues in the Fed model. If the Fed fails to fight inflation, the global situation will not get any better.<b>Pledges to avoid ethical problems for top Fed officials</b></p><p>When talking about the recent frequent scandals of senior Fed officials, Powell said:</p><p>The public's trust is the Fed's most important asset. When our officials make mistakes, we risk undermining that trust. We have a new system of ethics, which is a very good system. We renewed our commitment yesterday to hold ourselves to the highest standards and to avoid ethical problems in the future. In addition, Powell said that there is no updated information from the Office of the Independent Inspector General on Bostic's ongoing investigation at this time.</p><p><b>Market reaction</b></p><p>After the press conference, the two-year U.S. bond yield rose by about 8.0 basis points, reaching a daily high of 4.6280% after the press conference, and falling to a daily low of 4.4328% after leaving the FOMC rate hike of 75 basis points as expected by the market.</p><p>Spot gold fell by more than 0.5%, reaching a daily low of $1,636.71/oz, away from the daily high of $1,669.48 that rebounded to at the beginning of Powell's press conference.</p><p>ICE<a href=\"https://laohu8.com/S/USDindex.FOREX\">the US Dollar Index</a>It rose about 0.2%, refreshing its daily high to 111.683, away from the daily low of 110.426 at the beginning of the press conference.</p><p>The S&P 500 fell 2.1%, approaching the daily low of 3,801.50, which it fell to during the press conference. The Dow fell more than 400 points, extending its losses to 1.2%, and the Nasdaq fell 2.9%.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3673963\">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/62dafa537afba542bdc43da1b85df8b4","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","QID":"两倍做空纳斯达克指数ETF-ProShares","SPY":"标普500ETF","BK4550":"红杉资本持仓","PSQ":"做空纳斯达克100指数ETF-ProShares","DOG":"道指ETF-ProShares做空","SH":"做空标普500-Proshares","IVV":"标普500ETF-iShares","SDOW":"三倍做空道指30ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","DJX":"1/100道琼斯","OEX":"标普100","BK4581":"高盛持仓","QQQ":"纳指100ETF","UDOW":"三倍做多道指30ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","SQQQ":"纳指三倍做空ETF","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF-ProShares",".IXIC":"NASDAQ Composite","UPRO":"三倍做多标普500ETF-ProShares","BK4559":"巴菲特持仓","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","SSO":"2倍做多标普500ETF-ProShares","BK4504":"桥水持仓"},"source_url":"https://wallstreetcn.com/articles/3673963","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280530732","content_text":"鲍威尔再次强调，希望美联储不会犯紧缩程度不够这种过早退出紧缩政策的错误。他强调，通胀不是唯一加息的条件，美联储还会评估美国金融状况，美联储的主要关注点是保持利率的限制性水平，并称美联储没有过度加息。此外，鲍威尔认为，政策滞后性时间明显缩短，如果过度紧缩，美联储有工具应对。11月2日周三，在美联储议息会议后，美联储主席鲍威尔召开记者会。在记者会上，鲍威尔就美国当前的通胀、美联储的政策、美国宏观经济、劳动力市场、房地产市场和全球市场等议题发表了看法。短期通胀预期上升令人担忧，美联储将加息至限制性水平，历史警告不要太早放松鲍威尔强调，美联储坚决致力于降低通货膨胀，强烈承诺将压低美国通胀至2%这一目标。他认为，当前美国商品和服务领域的物价上涨压力仍然突出。鲍威尔说，美联储将“有目的性地”调整利率至有效的限制性，并称美联储可能需要在一段时间内采取限制性的政策立场。鲍威尔称，最快将在12月放慢加息步伐，但是终端利率可能会高于9月时美联储的预期。当时美联储的终端利率预期值中位数为4.6%。鲍威尔说：我们认为，持续的加息将是适当的，以使利率水平达到足够的限制性。政策的全面效果需要时间才能生效，尤其是对通胀的影响。在某个时候，放慢加息速度将是合适的。鲍威尔强调，短期通胀预期上升“非常令人担忧”：当前，长期通胀预期已经回落，但是短期通胀预期上升，这可能影响到工资。美联储没有一个明确的方法来知道通胀何时变得根深蒂固，这就是为什么我们需要控制通胀的原因。鲍威尔说：关于终端利率，我们需要它有足够的限制性，这是现在的重要问题。当前，有很多不确定性，这就是为什么我们会考虑到政策的滞后性和累计紧缩水平。加息速度现在变得不那么重要了。现在仍有必要继续加息，我们的主要关注点是保持利率的限制性水平，美联储并没有过度加息。关于加息幅度，鲍威尔称，美联储将继续逐次会议就加息做出决定：我们需要看到通胀率明显下降，我们也将关注所有其他金融状况。通胀下降不是我们放缓加息步伐的唯一条件，我们将通过评估金融状况、数据和政策滞后性来确定限制性水平。鲍威尔承认，当前美国金融状况明显收紧。但他再次强调，历史强烈警告不要过早放松政策：我们正在以历史上最快的速度迅速调整利率，我们将保持政策方针，直到工作完成。我们希望确保我们不会犯紧缩程度不够或过早退出紧缩政策的错误。我们在这次会议上讨论了加息步伐的问题，我们不觉得加息速度太快了。到目前为止，这是一个很好且成功的计划。我们现在关注的是需要把利率提高到什么水平。我要传达的信息是，在美联储达到足够的利率水平之前，我们还有一段路要走。关于不少华尔街人士批评美联储激进加息并没有考虑到政策滞后性带来的问题时，鲍威尔称，尽管以前人们认为政策滞后性是长期和多变的，但最新文献指出，政策的影响滞后时间缩短：很多经济学家认为，一旦金融状况发生变化，影响会比以前更快。金融状况在美联储加息政策行动之前就已经有了反应，非常不确定滞后效应要多久才能对经济产生影响。如果出现美联储政策失误， 出现过度紧缩怎么办？鲍威尔回应称：如果我们过度紧缩，我们有能力使用强大的工具来支持经济活动。我们需要有力而深思熟虑地使用我们的工具。但是，如果紧缩力度不够，一两年之后大家就会意识到通胀没有得到控制。美国劳动力市场依然过热关于劳动力市场，鲍威尔称，如果没有价格稳定，美国劳动力市场将无法持续强劲。鲍威尔称，当前美国劳动力市场非常强劲，就业人口增速稳健，薪资增速仍然偏高，劳动力市场继续失衡。鲍威尔称，职位空缺指标现在变得异乎寻常的重要。当前美国的薪资问题喜忧参半；工资对通货膨胀有影响，反之亦然；工资不是高通胀的主要原因；并未看到薪资和物价螺旋上升，他希望薪资能可持续地上涨。他认为，还没有看到劳动力市场真正疲软的迹象：我们一直在寻找劳动力市场逐渐复苏和经济放缓的迹象，但目前这些迹象还不明显。鲍威尔称，私营部门工资数据中出现了一丝曙光，但更广泛来看，美国劳动力市场依然过热。鲍威尔对美国劳动力市场软着陆依然抱有希望：我们确实认为劳动力市场可以在不进行大规模裁员的情况下降温。房地产市场并没有明显风险在谈到美国房地产市场时，鲍威尔称，当前，高利率已经显著影响住房市场，房地产市场活动正在下降，不过美国家庭资产负债表依然强劲。鲍威尔称：房地产市场需要恢复平衡，从金融稳定的角度来看，我们还没有看到房地产相关证券的信贷产品承销情况不佳。所以这是一种非常不同的情况，房地产市场没有明显的金融稳定风险。如果美国抗击通胀失败，全球经济形势不会变好在谈到美国宏观经济时，鲍威尔表示，高度关注高通胀给经济增长带来的风险。他说，诸多指标暗示美国经济将在四季度温和增长。鲍威尔称：几十年来，价格稳定都给美国经济带来了益处。通过美联储的行动，可以帮助稳定长期通胀预期。我们需要使用我们的工具来控制通货膨胀，美国物价稳定对全球经济是好事。鲍威尔称，美国经济软着陆的可能性依然存在，不过窗口变窄了：消费支出仍在温和增长，需求将得到消费和储蓄的有力支持，财政困境并没有像我们之前预想的那样显露出来，失业人数也比以往少。关于经济衰退，鲍威尔认为：没人知道经济衰退什么时候到来，没人知道经济衰退会多严重。但是通胀依然严重，这就要求美联储的政策更严格。在被问及对全球经济的看法时，鲍威尔称，全球经济显然处于艰难时刻，强势美元对某些国家构成挑战：我们将在美联储模型中兼顾考虑诸多全球问题。如果美联储抗通胀失败，全球形势不会变得更好。承诺避免美联储高官出现道德问题在谈到近期频频出现的美联储高官丑闻事件时，鲍威尔称：公众的信任是美联储最重要的资产。当我们的官员犯错时，我们就冒着破坏这种信任的风险。我们有一个新的道德体系，这是一个非常好的体系。我们昨天再次承诺要以最高标准要求自己，并承诺将来要避免出现道德问题。此外，鲍威尔称，暂时还没有独立监察长办公室对Bostic正在进行的调查的最新信息。市场反应在记者会结束后，两年期美债收益率涨约8.0个基点，在新闻发布会结束后刷新日高至4.6280%，脱离FOMC一如市场预期地加息75个基点之后跌至的日低4.4328%。现货黄金跌超0.5%，刷新日低至1636.71美元/盎司，脱离鲍威尔新闻发布会开始时反弹至的日高1669.48美元。ICE美元指数涨约0.2%，刷新日高至111.683，脱离发布会开始时跌至的日低110.426。标普500指数下跌2.1%，逼近新闻发布会期间跌至的日低3801.50点，道指下跌超过400点跌幅扩大至1.2%，纳指跌2.9%。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"QID":0.6,"QQQ":0.6,"SDS":0.6,"UDOW":0.6,"OEF":0.6,"NQmain":0.6,"IVV":0.6,"DOG":0.6,".SPX":0.6,"ESmain":0.6,"DJX":0.6,"DDM":0.6,"SSO":0.6,".DJI":1,"MNQmain":0.6,"SPXU":0.6,"TQQQ":0.6,".IXIC":1,"OEX":0.6,"SQQQ":0.6,"SDOW":0.6,"QLD":0.6,"UPRO":0.6,"SPY":1,"SH":0.6,"PSQ":0.6,"DXD":0.6}},"isVote":1,"tweetType":1,"viewCount":3252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985430673,"gmtCreate":1667437216793,"gmtModify":1676537917479,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985430673","repostId":"1102296421","repostType":2,"isVote":1,"tweetType":1,"viewCount":1568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982291769,"gmtCreate":1667181493151,"gmtModify":1676537872051,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HSI\">$恒生指数(HSI)$</a><v-v data-views=\"0\"></v-v>gg","listText":"<a href=\"https://ttm.financial/S/HSI\">$恒生指数(HSI)$</a><v-v data-views=\"0\"></v-v>gg","text":"$恒生指数(HSI)$gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982291769","isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988827412,"gmtCreate":1666737457536,"gmtModify":1676537796152,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01024\">$快手-W(01024)$</a><v-v data-views=\"0\"></v-v>","listText":"<a 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data-views=\"0\"></v-v>","text":"$快手-W(01024)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988827412","isVote":1,"tweetType":1,"viewCount":1070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988824727,"gmtCreate":1666737378669,"gmtModify":1676537796127,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988824727","repostId":"1146224205","repostType":4,"isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988119468,"gmtCreate":1666691297156,"gmtModify":1676537790488,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"Ggg","listText":"Ggg","text":"Ggg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988119468","repostId":"1152068817","repostType":4,"repost":{"id":"1152068817","kind":"news","pubTimestamp":1666673013,"share":"https://ttm.financial/m/news/1152068817?lang=en_US&edition=fundamental","pubTime":"2022-10-25 12:43","market":"us","language":"zh","title":"Japan Intervenes, \"Federal Reserve News Agency\" Releases the Wind! It happened on the same day last Friday, just a coincidence?","url":"https://stock-news.laohu8.com/highlight/detail?id=1152068817","media":"华尔街见闻","summary":"若干方面可能在上周五采取了“密切合作”，影响市场。","content":"<p><html><head></head><body>Some analysts pointed out that the White House and the Bank of Japan both \"turned to help\" the Federal Reserve. The former needs monetary easing expectations to boost the stock market and win the support of key voters, while the latter urgently needs practical help from the Federal Reserve in the face of the local currency depreciation crisis. More often than not, macro analysis is an effective tool to link seemingly unrelated economic actions, as is the widely traded thread of global recession this year. However, when several major actions are cleverly happening on the same day, there is likely to be some kind of unknown \"mystery\" behind it.</p><p>Last Friday was a good embodiment. Goldman Sachs and well-known investment researchers in the industry have said,<b>Several parties may have taken \"close cooperation\" last Friday to jointly shake the market trend.</b></p><p>On October 21st, Nick Timiraos, a reporter from the Wall Street Journal, known as the \"New Federal Reserve News Agency (Fedwire)\", took the lead, changing the posture of \"releasing the wind\" in advance for the Fed's radical rate hike in the past five weeks, publishing a blockbuster article to refute the excessive rate hike expectation, and suggesting that the Fed may consider narrowing the rate of interest rate hike in December.</p><p>One hour later, the Bank of Japan, which was \"powerless\" in intervening in the foreign exchange market, took the largest intervention action in history, and the effect was remarkable, pushing the yen exchange rate to rise by 3% within one hour, directly soaring from 151.94 to 144.50.</p><p>After that, the Federal Reserve personally dispatched, sending senior officials to release pigeons loudly for the first time after the rate hike exceeded 300 basis points in six months. Daly, president of the San Francisco Fed, said that it was time to start talking about slowing down the rate hike. \"Don't think it will always be 75 basis points.\"</p><p>On October 22nd, the decline of U.S. debt paused temporarily, and U.S. stocks rebounded with the largest weekly increase in four months. All three major U.S. stock indexes rose by more than 2%.</p><p>'The Fed, the White House, the Wall Street Journal and the Bank of Japan are all working closely together'</p><p>Goldman Sachs trader Matt Fleury asked a question,<b>That is, have central banks conducted coordinated actions to support the market?</b>Larry McDonald, author of the Bear Traps Report and dedicated to investment research, replied:</p><p>We believe that last Friday morning,<b>The Federal Reserve, the White House, the Wall Street Journal and the Bank of Japan are all working closely together.</b>McDonald said:</p><p>The Fed received a warning from the highest levels of the White House: White House officials knocked on Fed Chairman Powell's door last week. The White House failed to get OPEC + (production increase) to lower oil prices and achieve the effect of controlling inflation. Now politically speaking, the S&P 500 must move higher before the crucial date of November 8 (the midterm elections).<b>Urban suburbs (voter support) will be the runoff key in the midterm elections, where 401K pension plans are even more important than gas prices</b>(Most of American households' pensions are in the stock market)<b>。</b>Indeed, despite the opposition of the United States, Saudi Arabia implemented the biggest production reduction in two years shortly after the symbolic production increase, which directly gave the Biden administration a head-on blow. The White House's plan to curb inflation by controlling energy prices was forced to run aground, and the two sides started a scolding war. And from the current point of view, during Biden's term, Saudi Arabia's tough attitude seems to be difficult to ease. After all, the media quoted Saudi government insiders as saying,<b>Saudi Crown Prince Mohammed bin Salman has privately mocked Biden, poked fun at his previous gaffe, and even began to doubt his state of mind.</b></p><p>In addition to that action of Japan, McDonald mention that:</p><p>The Bank of Japan hopes to secure the support of the Federal Reserve after a failed intervention in the foreign exchange market several weeks ago. We believe that the Japanese side called Chairman Powell to seek tangible and important support. How effective is it?</p><p>Judging from the external reflection after the \"joint action\", the effect is more significant. At present, the data of the interest rate futures market shows that the probability of investors betting that the Federal Reserve will rate hike 75 basis points again in December has plummeted from 65%-70% to 25%-30%, and the probability of raising interest rates by 50 basis points in February next year has also dropped from 50% to 25%-30%.</p><p><b>Of course, it is worth noting that the Japanese side seems to be a long way from the ideal outcome.</b>Although last Friday's large-scale intervention stimulated the yen to rise strongly, on Monday evening, when the Bank of Japan hoped to \"do the same thing\" and once again used the low trading volume of the day to buy yen and expand the intervention last Friday, it failed to control the decline of the yen. Just fifteen minutes after entering the market, the yen began to move downward, and at the end of the U.S. trading session,<b>The yen exchange rate has given up all the gains of the day and erased the 50% \"victory\" last Friday.</b></p><p><img src=\"https://static.tigerbbs.com/b13de61383573e06d4b2900bff26f7dd\" tg-width=\"500\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/></p><p>In response to recent Fed actions, McDonald also concluded:</p><p>The Fed has only weak cards in their hands, but they want to convince the outside world that they have trump cards in their pockets. (Although) this is not the time for champagne,<b>But the likelihood that Powell's Fed will adopt moderate policies is increasing dramatically.</b>This stance would benefit precious metals, value stocks, and emerging markets (assets). In the past year, the Metals & Mining Index ETF has gained 10%, while the Nasdaq 100 has fallen 26%, and the Great Migration is underway.</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>Japan Intervenes, \"Federal Reserve News Agency\" Releases the Wind! It happened on the same day last Friday, just a coincidence?</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\">\nJapan Intervenes, \"Federal Reserve News Agency\" Releases the Wind! It happened on the same day last Friday, just a coincidence?\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\">2022-10-25 12:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Some analysts pointed out that the White House and the Bank of Japan both \"turned to help\" the Federal Reserve. The former needs monetary easing expectations to boost the stock market and win the support of key voters, while the latter urgently needs practical help from the Federal Reserve in the face of the local currency depreciation crisis. More often than not, macro analysis is an effective tool to link seemingly unrelated economic actions, as is the widely traded thread of global recession this year. However, when several major actions are cleverly happening on the same day, there is likely to be some kind of unknown \"mystery\" behind it.</p><p>Last Friday was a good embodiment. Goldman Sachs and well-known investment researchers in the industry have said,<b>Several parties may have taken \"close cooperation\" last Friday to jointly shake the market trend.</b></p><p>On October 21st, Nick Timiraos, a reporter from the Wall Street Journal, known as the \"New Federal Reserve News Agency (Fedwire)\", took the lead, changing the posture of \"releasing the wind\" in advance for the Fed's radical rate hike in the past five weeks, publishing a blockbuster article to refute the excessive rate hike expectation, and suggesting that the Fed may consider narrowing the rate of interest rate hike in December.</p><p>One hour later, the Bank of Japan, which was \"powerless\" in intervening in the foreign exchange market, took the largest intervention action in history, and the effect was remarkable, pushing the yen exchange rate to rise by 3% within one hour, directly soaring from 151.94 to 144.50.</p><p>After that, the Federal Reserve personally dispatched, sending senior officials to release pigeons loudly for the first time after the rate hike exceeded 300 basis points in six months. Daly, president of the San Francisco Fed, said that it was time to start talking about slowing down the rate hike. \"Don't think it will always be 75 basis points.\"</p><p>On October 22nd, the decline of U.S. debt paused temporarily, and U.S. stocks rebounded with the largest weekly increase in four months. All three major U.S. stock indexes rose by more than 2%.</p><p>'The Fed, the White House, the Wall Street Journal and the Bank of Japan are all working closely together'</p><p>Goldman Sachs trader Matt Fleury asked a question,<b>That is, have central banks conducted coordinated actions to support the market?</b>Larry McDonald, author of the Bear Traps Report and dedicated to investment research, replied:</p><p>We believe that last Friday morning,<b>The Federal Reserve, the White House, the Wall Street Journal and the Bank of Japan are all working closely together.</b>McDonald said:</p><p>The Fed received a warning from the highest levels of the White House: White House officials knocked on Fed Chairman Powell's door last week. The White House failed to get OPEC + (production increase) to lower oil prices and achieve the effect of controlling inflation. Now politically speaking, the S&P 500 must move higher before the crucial date of November 8 (the midterm elections).<b>Urban suburbs (voter support) will be the runoff key in the midterm elections, where 401K pension plans are even more important than gas prices</b>(Most of American households' pensions are in the stock market)<b>。</b>Indeed, despite the opposition of the United States, Saudi Arabia implemented the biggest production reduction in two years shortly after the symbolic production increase, which directly gave the Biden administration a head-on blow. The White House's plan to curb inflation by controlling energy prices was forced to run aground, and the two sides started a scolding war. And from the current point of view, during Biden's term, Saudi Arabia's tough attitude seems to be difficult to ease. After all, the media quoted Saudi government insiders as saying,<b>Saudi Crown Prince Mohammed bin Salman has privately mocked Biden, poked fun at his previous gaffe, and even began to doubt his state of mind.</b></p><p>In addition to that action of Japan, McDonald mention that:</p><p>The Bank of Japan hopes to secure the support of the Federal Reserve after a failed intervention in the foreign exchange market several weeks ago. We believe that the Japanese side called Chairman Powell to seek tangible and important support. How effective is it?</p><p>Judging from the external reflection after the \"joint action\", the effect is more significant. At present, the data of the interest rate futures market shows that the probability of investors betting that the Federal Reserve will rate hike 75 basis points again in December has plummeted from 65%-70% to 25%-30%, and the probability of raising interest rates by 50 basis points in February next year has also dropped from 50% to 25%-30%.</p><p><b>Of course, it is worth noting that the Japanese side seems to be a long way from the ideal outcome.</b>Although last Friday's large-scale intervention stimulated the yen to rise strongly, on Monday evening, when the Bank of Japan hoped to \"do the same thing\" and once again used the low trading volume of the day to buy yen and expand the intervention last Friday, it failed to control the decline of the yen. Just fifteen minutes after entering the market, the yen began to move downward, and at the end of the U.S. trading session,<b>The yen exchange rate has given up all the gains of the day and erased the 50% \"victory\" last Friday.</b></p><p><img src=\"https://static.tigerbbs.com/b13de61383573e06d4b2900bff26f7dd\" tg-width=\"500\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/></p><p>In response to recent Fed actions, McDonald also concluded:</p><p>The Fed has only weak cards in their hands, but they want to convince the outside world that they have trump cards in their pockets. (Although) this is not the time for champagne,<b>But the likelihood that Powell's Fed will adopt moderate policies is increasing dramatically.</b>This stance would benefit precious metals, value stocks, and emerging markets (assets). In the past year, the Metals & Mining Index ETF has gained 10%, while the Nasdaq 100 has fallen 26%, and the Great Migration is underway.</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3673174\">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/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3673174","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152068817","content_text":"有分析指出，白宫、日本央行双双“求助”美联储，前者需要货币宽松预期提振股市，赢得关键选民支持，后者面对本币贬值危机，急需美联储提供切实帮助。通常情况下，想要将看似毫不相关的各国经济行动串联起来，宏观面分析往往是有效工具，正如今年被广泛交易的全球衰退主线。然而当数个重大行动都巧妙地在同一天发生，这背后很可能出现了某种不为人知的“神秘”事件。上周五就是很好的体现。高盛和业内知名投资研究人士纷纷表示，若干方面可能在上周五采取了“密切合作”，共同撼动市场走势。10月21日，有“新美联储通讯社（Fedwire）”之称的华尔街日报记者Nick Timiraos率先发力，一改过去五周为美联储激进加息提前“放风”的姿态，发表重磅文章驳斥过度的加息预期，并暗示美联储可能考虑缩小12月加息幅度。而一个小时后，在干预汇市方面“有心无力”的日本央行采取史上最大规模干预行动，效果显著，推动日元汇率在一小时内上冲3%，直接从151.94飙升至144.50。之后美联储更是亲自出动，在6个月内加息超过300基点后首度派出高官高声放鸽，旧金山联储主席戴利表示，现在是时候开始谈论放慢加息的速度了，“不要认为永远都是加75个基点。”10月22日，美债跌势暂歇，美股反弹并创四个月来最大周涨幅，三大美股指均涨超2%。“美联储、白宫、华尔街日报和日本央行都在进行密切合作”对此高盛交易员Matt Fleury提出了一个问题，即各国央行是否进行了协调行动，共同支持市场？《熊市陷阱报告》（Bear Traps Report）作者、致力于投资研究的Larry McDonald回答道：我们相信，在上周五上午，美联储、白宫、华尔街日报和日本央行都在进行密切合作。McDonald表示：美联储收到了来自白宫最高层的警告：白宫官员在上周敲开了美联储主席鲍威尔的门。白宫没能成功让OPEC+（增产）来降低油价，达到控制通胀的效果。现在从政治角度来说，标普500指数必须在11月8日（中期选举）这一关键日期前走高。城市郊区（选民支持率）将成为中期选举的决胜关键，在那里401K养老金计划甚至比油价更重要（美国家庭的大部分养老金都在股市里）。确实，在沙特不顾美国反对，在象征性增产之后不久便实施两年来最大力度减产，直接给予拜登政府迎头痛击，令白宫希望通过控制能源价格来抑制通胀高烧的计划被迫搁浅，双方开启骂战。并且从目前来看，在拜登任期内，沙特方面的强硬态度似乎也难以出现缓和，毕竟媒体援引沙特政府内部人士透露，沙特王储穆罕默德·本·萨勒曼曾私下嘲笑拜登，取笑他此前的失态，甚至都开始怀疑他的精神状态。此外有关日本方面行动，McDonald提及：日本央行在经历数周前汇市干预失败之后，希望能够获得美联储的支持。我们认为日本方面致电了主席鲍威尔，寻求切实的重要支持。效果如何？从“联合行动”之后的外界反映来看，效果较为显著。目前利率期货市场数据显示，投资者押注美联储在12月再次加息75个基点的概率从65%—70%骤降至25%—30%，此前预期明年2月加息50基点的概率也从50%下降至25%—30%。当然值得注意的是，日本方面似乎距离理想结果尚有距离。虽然上周五的大规模干预行动刺激日元强势上冲，但是在本周一晚间，当日本央行希望“如法炮制”，再度利用当日交易量较低时段购买日元并扩大上周五的干预力度，却没能控制日元颓势。入场仅十五分钟后，日元走势开始下行，在美国交易时段结束时，日元汇率已回吐当日全部涨幅，并抹掉了上周五50%的“胜果”。针对近期美联储行动，McDonald还总结道：美联储手中只有很弱的牌，但他们想让外界相信自己口袋中有王牌。（虽然）现在还不是开香槟庆祝的时候，但是鲍威尔领导的美联储将采取温和政策的可能性正在急剧增加。这种立场将有利于贵金属、价值股和新兴市场（资产）。在过去一年里，金属与采矿指数ETF涨幅达到10%，而纳斯达克100指数下跌了26%，大迁移正在进行中。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917565926,"gmtCreate":1665542488265,"gmtModify":1676537624392,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"Ggg&nbsp;","listText":"Ggg&nbsp;","text":"Ggg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917565926","repostId":"2274538992","repostType":2,"repost":{"id":"2274538992","kind":"news","pubTimestamp":1665369416,"share":"https://ttm.financial/m/news/2274538992?lang=en_US&edition=fundamental","pubTime":"2022-10-10 10:36","market":"fut","language":"zh","title":"[Data] Overnight market, the dollar fell from a high level, and the yen fluctuated from a low level","url":"https://stock-news.laohu8.com/highlight/detail?id=2274538992","media":"CME","summary":"10月7日CME日元/美元主力合约6JZ2报收0.0069300，下跌0.17%，成交12.9万手，持仓量23.9万手。国际衍生品智库分析师认为，上周五美元反弹，日元低位震荡。上周五的数据显示美国9月非农好于预期，这表明美联储目前可能会坚持其激进的紧缩政策。美元兑日元在9月份一度创下了145.90的 24年最高水平，促使日本当局进行干预，以支撑脆弱的日元。然而，日本当局干预的效果似乎有限，美元兑日元近期反弹，目前仍交投于145.46左右的高位。","content":"<p><html><body><div>October 7 CME<a href=\"https://laohu8.com/S/JPYUSD.FOREX\">JPY/USD</a>The main contract 6JZ2 closed at 0.0069300, down 0.17%, with a turnover of 129,000 lots and a position of 239,000 lots.<div></div><div>International derivatives think tank analysts believe that last Friday, the US dollar rebounded, and the Japanese yen fluctuated at a low level. Last Friday's data showed better-than-expected U.S. non-farm in September, suggesting that the Federal Reserve may stick to its aggressive tightening policy for now. Last Friday's data showed that non-farm payrolls in the United States increased by 263,000 in September, which was lower than the previous value of 315,000, but higher than the consensus forecast of 250,000 by economists. In addition, the U.S. unemployment rate unexpectedly dropped to 3.5% in September, which was lower than the previous and expected value of 3.7%. Futures market pricing suggests that traders see a near 90% chance of a 75 basis point hike in November and more than 150 basis points by May next year. In order to curb inflation, the Federal Reserve has raised its policy interest rate target range from the near-zero level at the beginning of this year to the current 3.00%-3.25%, and said last month that there will be more sharp rate hike this year. The dollar closed 0.18% higher against the yen at 145.38 last Friday. The dollar hit a 24-year high of 145.90 against the yen at one point in September, prompting Japanese authorities to intervene to shore up the fragile yen. However, the effect of Japanese authorities' intervention appears to be limited and the USD/JPY has recently rallied and is still trading at highs around 145.46.</div><div></div><div>International derivatives think tank analysts believe that the yen fluctuates at a low level, so it is recommended to short rallies, and the upper pressure is temporarily 0.0077000.<br/><img src=\"http://www.sun-edu.cn/zhiku/uploadfile/2022/1010/20221010103705624.png\"/><br/><br/><img src=\"http://www.sun-edu.cn/zhiku/uploadfile/2022/1010/20221010103714167.jpg\"/><img src=\"http://www.sun-edu.cn/zhiku/uploadfile/2022/1010/20221010103719409.jpg\"/></div><br/><br/><br/>Disclaimer clause<br/>The copyright of this report is owned by \"International Derivatives Think Tank\". No person may publish or reproduce this report in any form without prior written authorization. If quoted or published, the source should be indicated as \"International Derivatives Think Tank\", and this report shall not be abridged or amended contrary to the original intention. This report is based on public information or field research data that our company and its researchers believe to be credible, but our company and its researchers do not guarantee the accuracy and completeness of this information, and the information, opinions and forecasts in this report reflect the judgment of the report at the time of its initial public release, and may be adjusted at any time. The information contained in the Report, and the opinions expressed do not constitute an investment, legal, accounting or tax final operating recommendation and we make no warranty as to the final operating recommendation with respect to the contents of the Report.</div></body></html></p>","source":"sunedu","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>[Data] Overnight market, the dollar fell from a high level, and the yen fluctuated from a low level</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\">\n[Data] Overnight market, the dollar fell from a high level, and the yen fluctuated from a low level\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CME</strong><span class=\"h-time small\">2022-10-10 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div>October 7 CME<a href=\"https://laohu8.com/S/JPYUSD.FOREX\">JPY/USD</a>The main contract 6JZ2 closed at 0.0069300, down 0.17%, with a turnover of 129,000 lots and a position of 239,000 lots.<div></div><div>International derivatives think tank analysts believe that last Friday, the US dollar rebounded, and the Japanese yen fluctuated at a low level. Last Friday's data showed better-than-expected U.S. non-farm in September, suggesting that the Federal Reserve may stick to its aggressive tightening policy for now. Last Friday's data showed that non-farm payrolls in the United States increased by 263,000 in September, which was lower than the previous value of 315,000, but higher than the consensus forecast of 250,000 by economists. In addition, the U.S. unemployment rate unexpectedly dropped to 3.5% in September, which was lower than the previous and expected value of 3.7%. Futures market pricing suggests that traders see a near 90% chance of a 75 basis point hike in November and more than 150 basis points by May next year. In order to curb inflation, the Federal Reserve has raised its policy interest rate target range from the near-zero level at the beginning of this year to the current 3.00%-3.25%, and said last month that there will be more sharp rate hike this year. The dollar closed 0.18% higher against the yen at 145.38 last Friday. The dollar hit a 24-year high of 145.90 against the yen at one point in September, prompting Japanese authorities to intervene to shore up the fragile yen. However, the effect of Japanese authorities' intervention appears to be limited and the USD/JPY has recently rallied and is still trading at highs around 145.46.</div><div></div><div>International derivatives think tank analysts believe that the yen fluctuates at a low level, so it is recommended to short rallies, and the upper pressure is temporarily 0.0077000.<br/><img src=\"http://www.sun-edu.cn/zhiku/uploadfile/2022/1010/20221010103705624.png\"/><br/><br/><img src=\"http://www.sun-edu.cn/zhiku/uploadfile/2022/1010/20221010103714167.jpg\"/><img src=\"http://www.sun-edu.cn/zhiku/uploadfile/2022/1010/20221010103719409.jpg\"/></div><br/><br/><br/>Disclaimer clause<br/>The copyright of this report is owned by \"International Derivatives Think Tank\". No person may publish or reproduce this report in any form without prior written authorization. If quoted or published, the source should be indicated as \"International Derivatives Think Tank\", and this report shall not be abridged or amended contrary to the original intention. This report is based on public information or field research data that our company and its researchers believe to be credible, but our company and its researchers do not guarantee the accuracy and completeness of this information, and the information, opinions and forecasts in this report reflect the judgment of the report at the time of its initial public release, and may be adjusted at any time. The information contained in the Report, and the opinions expressed do not constitute an investment, legal, accounting or tax final operating recommendation and we make no warranty as to the final operating recommendation with respect to the contents of the Report.</div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.sun-edu.cn/zhiku/index.php?m=content&c=index&a=show&catid=11&id=37836\">CME</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YCS":"日元ETF-ProShares两倍做空","FXY":"日元ETF-CurrencyShares"},"source_url":"http://www.sun-edu.cn/zhiku/index.php?m=content&c=index&a=show&catid=11&id=37836","is_english":false,"share_image_url":"https://static.laohu8.com/f4194a6170df413b318136712477adde","article_id":"2274538992","content_text":"10月7日CME日元/美元主力合约6JZ2报收0.0069300，下跌0.17%，成交12.9万手，持仓量23.9万手。\r\n \n        国际衍生品智库分析师认为，上周五美元反弹，日元低位震荡。上周五的数据显示美国9月非农好于预期，这表明美联储目前可能会坚持其激进的紧缩政策。上周五的数据显示，美国9月非农就业岗位增加了26.3万，虽然不及31.5万的前值，但高于经济学家普遍预测的25万。 此外，美国9月失业率意外下降至3.5%，低于3.7%的前值和预期值。期货市场定价表明，交易员认为美国11月加息75个基点、到明年5月加息超过150个基点的可能性接近90%。 美联储为了抑制通胀，已经将其政策利率目标区间从今年年初的近零水平提高到了目前的3.00%-3.25%，并在上月表示今年还将有更多的大幅加息。上周五美元兑日元收涨0.18%，报145.38。美元兑日元在9月份一度创下了145.90的 24年最高水平，促使日本当局进行干预，以支撑脆弱的日元。然而，日本当局干预的效果似乎有限，美元兑日元近期反弹，目前仍交投于145.46左右的高位。\n \n        国际衍生品智库分析师认为，日元低位震荡，建议逢高做空为主，上方压力暂看0.0077000.\n\n\n\n免责条款\r\n本报告版权归“国际衍生品智库”所有。未经事先书面授权，任何人不得对本报告进行任何形式的发布、复制。如引用、刊发，需注明出处为“国际衍生品智库”，且不得对本报告进行有悖原意的删节和修改。 本报告基于我公司及其研究人员认为可信的公开资料或实地调研资料，但我公司及其研究人员对这些信息的准确性和完整性不作任何保证，且本报告中的资料、意见、预测均反映报告初次公开发布时的判断，可能会随时调整。报告中的信息，以及所表达意见不构成投资、法律、会计或税务的最终操作建议，我们不就报告中的内容对最终操作建议做出任何担保。","news_type":1,"symbols_score_info":{"FXY":0.6,"JPYmain":1,"YCS":0.6}},"isVote":1,"tweetType":1,"viewCount":1099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910226864,"gmtCreate":1663634024658,"gmtModify":1676537304697,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910226864","repostId":"1171128037","repostType":2,"repost":{"id":"1171128037","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":1663632376,"share":"https://ttm.financial/m/news/1171128037?lang=en_US&edition=fundamental","pubTime":"2022-09-20 08:06","market":"us","language":"zh","title":"Last night and this morning | What happened? The country's stock market has collapsed to a fuse, and the president is still strolling the United States","url":"https://stock-news.laohu8.com/highlight/detail?id=1171128037","media":"老虎资讯综合","summary":"摘要：①比特币又崩了，最近24小时超12万人爆仓；②联储会议前美股收高，纳指涨0.76%，小鹏汽车涨超7%；③土耳其股市崩盘了，总统还在美国漫步；④阿联酋有意大幅提速原油扩产计划。海外市场1、联储会议","content":"<p><html><head></head><body>Abstract: ① Bitcoin collapsed again, and more than 120,000 people exploded in the last 24 hours; ② Before the Fed meeting, U.S. stocks closed higher, and the Nasdaq rose 0.76%.<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>rose by more than 7%; ③ The Turkish stock market collapsed, and the president was still strolling in the United States; ④ The UAE intends to significantly speed up the crude oil expansion plan. Overseas markets</p><p>1. Before the Federal Reserve meeting, U.S. stocks closed higher. The three major stock indexes, open low Gaozuo Nasdaq, rose 0.76%.</p><p>U.S. stocks closed higher on Monday, with the Dow up nearly 200 points. The Federal Reserve is holding a monetary policy meeting this week amid widespread expectations of a significant rate hike from the agency and concerns that its aggressive tightening will trigger a recession. U.S. bond yields soared, and the yield of 10-year U.S. bonds exceeded 3.5%, hitting an 11-year high. At the close, the Nasdaq was up 0.76%; The Dow rose 0.64%; The S&P 500 gained 0.69%.</p><p>Most of the big tech stocks closed higher,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>up 1.89%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>down slightly by 0.09%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>up 0.26%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up 0.9%, Naifei up 1.46%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up 2.5%.</p><p>2. Most popular Chinese stocks go up<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>Up more than 7%</p><p>Most popular Chinese stocks rose on Monday, with the Nasdaq Golden Dragon Index rising 1.5%.<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Up more than 5%,<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>rose by more than 4%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>rose by more than 2%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>rose by more than 1%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Small upside.<a href=\"https://laohu8.com/S/MF\">Daily Excellent Fresh</a>It fell by more than 10%. Among new energy vehicles,<a href=\"https://laohu8.com/S/NIO\">Nio</a>up 3.6%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>up 4.7%, and XPeng Motors rose 7.3%.</p><p>3. European stocks closed mixed, Germany's DAX30 index rose 0.49%</p><p>European stocks closed mixed on Monday, with Germany's DAX30 index rising 0.49%, France's CAC40 index falling 0.26% and Europe's Stoxx 50 index falling 0.03%. England<a href=\"https://laohu8.com/S/LSE.UK\">London Stock Exchange</a>One day closed for the Queen's funeral day.</p><p>4. U.S. WTI crude oil futures closed 0.7% higher on Monday. The tight supply situation of crude oil attracted market attention</p><p>West Texas Intermediate (WTI) crude oil futures for October delivery rose 62 cents, or 0.7%, to close at $85.73 a barrel on the New York Mercantile Exchange on Monday. The tight supply of crude oil has attracted the attention of the market again, which has supported the oil price.</p><p>5. New York gold futures closed down 0.3% on Monday, closing near the lowest level in two years</p><p>Gold futures for December delivery fell $5.30, or 0.3%, to close at $1,678.20 an ounce on the New York Mercantile Exchange on Monday. It gave up most of the gains seen last Friday and closed at its lowest level in nearly two years. Investors await the results of this week's Fed meeting.</p><p>International macro</p><p>1. The price in Bitcoin collapsed again. Over 120,000 people exploded in the last 24 hours.</p><p>On Monday, prices in Bitcoin plunged again, with mainstream cryptocurrencies falling almost across the board. In the intraday session, Bitcoin continuously fell below the two important barriers of $20,000 and $19,000, falling 7.87%, and the lowest price was reported at $18,389.21, setting a recent low. Bitcoin fell by 60.15% during the year, from last year's highest of $69,273.13 to the latest $18,758.86, with a cumulative decline of 72.92%. Ethereum, the world's second largest cryptocurrency, fell by more than 10% at the highest, once falling below $1,300, and the lowest was $1,291.05/coin, a new low in nearly two months.</p><p>Bitcoin and Ethereum account for half of the total market value of cryptocurrency, and are the two giants in the currency circle, falling by 16% and 26% respectively in the past week. Cryptocurrency prices have plunged and numerous investors have suffered heavy losses. According to the latest data provided by Bitcoin 126, in the last 24 hours, more than 120,000 people exploded their warehouses, and the largest single explosion order occurred in Bitmex-ETHUSDT, worth $14.9 million.</p><p>In terms of specific reasons, the reason for this cryptocurrency market crash may be due to the market's increasing fear of Ethereum \"fork\" and the tightening of global regulation. Last week, SEC Chairman Gary Gensler hinted that the new structure could attract more regulation. The Securities and Exchange Commission (SEC) said it is closely monitoring any new developments in the cryptocurrency market.</p><p>2. The U.S. 10-year Treasury Bond yield rose above 3.5% for the first time since 2011</p><p>The yield of the 10-year Treasury Bond in the United States briefly rose above 3.50% for the first time since 2011, as the market expected the Federal Reserve to make another sharp rate hike this week to keep inflation down, and the decline in the bond market widened. At one point, the ten-year yield rose 6.6 basis points to 3.516%, breaking through the psychological defense held in mid-June.</p><p>However, the main selling pressure in the US Treasury Bond market remained concentrated on the policy-sensitive two-year Treasury Bond, which at one point sent its yield up 9 basis points to 3.96%, a new high since October 2007.</p><p>3. Scholz's \"Qi-finding journey\" finally came true? Germany is rumored to be close to agreement on purchasing Qatari LNG</p><p>According to media sources citing three people familiar with the matter, the German energy giant<a href=\"https://laohu8.com/S/0HA0.UK\">RWE Group</a>(RWE), Uniper and Qatar are close to a long-term agreement on the purchase of liquefied natural gas (LNG). If the agreement is formally signed, Germany could replace some of its Russian gas supplies with liquefied natural gas from an oil field expansion project in northern Qatar.</p><p>However, another source said the two sides are currently at odds over the duration and pricing of the contract, but an agreement could be reached within weeks. One of the sources said the deal could run for 15 years. Uniper said the company is currently working to diversify its natural gas supply sources.</p><p>On Monday, local time, a spokesman for the German federal government announced that German Federal Chancellor Scholz will visit Saudi Arabia, the United Arab Emirates and Qatar on the 24th of this month to seek solutions to the energy problem.</p><p>4. U.S. to release 10 million barrels of oil from strategic oil reserve for November delivery</p><p><a href=\"https://laohu8.com/S/USEG\">U.S. Energy</a>The US will release 10 million barrels of oil from the Strategic Petroleum Reserve for November delivery, the ministry said. This release of 10 million barrels of oil is part of the plan to provide 180 million barrels of oil to the market proposed in March. The current release has reached 155 million barrels, and with the latest 10 million barrels to be released, the cumulative release will reach 165 million barrels.</p><p>5. U.S. homebuilders' confidence index fell consecutively, its worst performance since the 2008 financial crisis</p><p>September 19th, local time, September National Association of Home Builders/<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>The housing market confidence index fell for the ninth straight month, falling to 46, the worst performance for the data since the 2008 financial crisis. During the same period last year, it was 76. According to some American economists, the main reason for the sharp decline of the index is that high inflation and rising borrowing costs have plummeted the number of potential buyers and made builders' confidence in the U.S. housing market plummet.</p><p>6. Accelerate oil production The UAE intends to produce 5 million barrels of crude oil per day by 2025</p><p>The UAE has accelerated a plan to increase oil production capacity in an attempt to cash in on its crude reserves ahead of the world's transition to cleaner energy sources, according to people familiar with the matter. According to people familiar with the matter, Abu Dhabi National Oil Company (Adnoc), an oil explorer in the UAE, hopes to produce 5 million barrels of crude oil per day by 2025. That's quicker than the previously announced target for 2030.</p><p>7. German natural gas suppliers resume booking \"Nord Stream-1\" natural gas</p><p>On the 19th local time, according to the data released by the German Gas Association, for the first time in three weeks, German natural gas suppliers re-booked \"Nord Stream-1\" natural gas from Russia.</p><p>Since August 31, the \"Nord Stream-1\" natural gas pipeline has suspended natural gas supply for nearly 3 weeks. According to the news released by Gazprom, the pipeline was found to have a leak problem during routine maintenance, which posed a potential safety hazard, so it was temporarily unable to restore supply.</p><p>8. What happened when the Turkish stock market collapsed to the fuse?</p><p>On Monday (September 19th), local time, Turkey's benchmark stock index closed down more than 5%. In just one week, the country's stock market triggered fuse twice. But surprisingly, even with such heavy losses, Turkey's stock market is still the best performing stock market in the world.</p><p>As of Monday's close, Turkey's Istanbul 100 Index closed down 5.26% at 3,199 points. Year-to-date, the index is up more than 72%; Before the sharp drop last Tuesday (September 13th), the index rose by 85% during the year.</p><p>According to Turkish media reports, on September 17th, local time, Turkish President Recep Tayyip Erdogan took a walk in Central Park in New York, USA. From time to time, he shook hands with passers-by and exchanged greetings, taking photos and talking. Erdogan is reportedly attending the 77th United Nations General Assembly in New York.</p><p>9. No discounts! India has been forced to buy gas at a high price and the price has doubled from last year</p><p>After the Russia-Ukraine conflict broke out, India took the opportunity to buy a large amount of low-priced Russian oil and coal, and it was not sanctioned by the West, which made it look like a big winner. However, India has not taken advantage of the conflict either, having recently been forced to buy high-priced gas.</p><p>India's state-owned natural gas giant GAIL purchased three shipments of liquefied natural gas (LNG) for delivery between October and November last week at a price of more than $40 per million British thermal heat, more than double the price of the same period last year, according to media reports citing sources. It is also one of the most expensive LNG purchased in India's history.</p><p>10. Mexico's 7.4-magnitude earthquake or tsunami is on the same day as the anniversary of the previous two earthquakes</p><p>After 1 pm local time on September 19th, a 7.4-magnitude earthquake struck Michoacán, Mexico, and the earthquake was felt in the capital Mexico City. The mayor of Mexico City said no reports of damage have been received. Mexico had major earthquakes on the same day in 1985 and 2017, a 7.8-magnitude earthquake in Mexico City and a 7.1-magnitude earthquake in Puebla, respectively. The earthquake occurred an hour after Mexico City held an exercise on the anniversary of the earthquake.</p><p>The earthquake risks a tsunami,<a href=\"https://laohu8.com/S/601099\">Pacific Ocean</a>On some coasts of Mexico, tsunami waves could reach heights of 1-3 meters above sea level, the Tsunami Warning Center said.</p><p>Situation between Russia and Ukraine</p><p>1. Russia said to strike multiple targets in Ukraine, and Ukraine said to stop Russia's attack in many places</p><p>The Russian side reported on September 19th that the Russian army destroyed a workshop to maintain \"Haimas\" multiple rocket launchers in the Zaporizhzhia area in the past day. The Ukrainian side said that it successfully stopped Russian attacks on many places on the eastern front. Russian Defense Ministry spokesman Konashenkov reported on the 19th that on the eastern front, the Russian Aerospace Force has used high-precision guided weapons to concentrate on multiple targets of Ukrainian army in Donetsk in the past 24 hours.</p><p>The General Staff of the Ukrainian Armed Forces said that the Ukrainian army prevented Russian attacks on Bakhmut and Avdeevka, and at the same time repelled Russian attacks on Kupyansk.</p><p>2. Poland tightens restrictions on Russian citizens entering the country</p><p>On September 19, local time, Poland's Minister of Internal Affairs and Administration Kaminsky signed a document beginning to tighten restrictions on Russian citizens entering the country. Under the new measures, Russian citizens for tourist, cultural, sporting or commercial purposes will not be able to enter Poland from outside the European Union. Furthermore, from September 26, these restrictions will apply to all points of entry, both by air and by sea.</p><p>3. The Russian army destroyed the base of the American private military service company in Ukraine</p><p>On the 19th, the Russian Satellite News Agency quoted relevant sources in Donetsk as saying that from 8: 00 on September 18th to 8: 00 on September 19th, shelling by the Ukrainian armed forces killed 6 people in Donetsk and injured 21 civilians (including 3 children).</p><p>The Russian Ministry of Defense announced on the 18th that Russian aviation and artillery destroyed three Ukrainian command posts, a missile strike coordination point, a foreign mercenary base of Academi, a private military service company in the United States, and the base of the Ukrainian army's \"Norwegian Sea Monster\" (Kraken) nationalist formation.</p><p>4. UN Secretary-General says direct negotiations between Russian and Ukrainian presidents are still far away</p><p>According to the Russian Satellite News Agency on the 19th, United Nations Secretary-General Guterres said in an interview that the possibility of direct negotiations between Russian President Vladimir Putin and Ukrainian President Volodymyr Zelensky is still far away.</p><p>Guterres said he was willing to offer his good offices to facilitate such negotiations, but that negotiations depended on the willingness of Putin and Zelensky.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Plans to fix iPhone 14 Pro camera jitter next week</p><p>Apple is conducting software updates for the iPhone 14 Pro and Pro Max with the aim of fixing a vulnerability that caused the rear camera to shake when using third-party apps. The company said it will release a software update next week, indicating that Apple has found a solution. So far, this is at least the second software fix for the iPhone 14. On the day of release, users were asked to update to iOS 16.0.1 to resolve issues related to activating FaceTime.</p><p>2. Ming-Chi Kuo: It is predicted that Apple will increase iPhone 14 Pro shipments by about 10% in the fourth quarter</p><p>Ming-Chi Guo, a well-known Apple analyst, pointed out that due to the strong demand for iPhone 14 Pro, Apple has asked Hon Hai to switch the production line of iPhone 14 to iPhone 14 Pro model, which is equivalent to increasing the forecast of iPhone 14 Pro shipment in the fourth quarter by about 10%.</p><p>3. The Indian government is reported to<a href=\"https://laohu8.com/S/GOOG\">Google</a>Pressure to help clamp down on illegal digital lending apps</p><p>The Indian government and central bank have asked Alphabet's Google to introduce stricter checks to help clamp down on illegal digital lending apps, sources said. It is understood that although Google is not under the jurisdiction of the Reserve Bank of India, the US tech giant has been called to meetings hosted by the RBI and the Indian government on several occasions in the past few months. At the meeting, the Indian government and central bank urged Google to introduce stricter checks and balancing mechanisms to help weed out illegal digital lending apps.</p><p>Indian regulators have asked lenders to step up checks on illegal lending apps that became popular during the pandemic. The apps reportedly engage in improper activities such as charging excessive interest rates and fees, engaging in recycling practices that are not authorized by the central bank, or violating money laundering and other government guidelines.</p><p>4. German Mayor Denies<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Plant expansion project cancelled: still under construction</p><p>Arne Christiani, the mayor of the German city of Greenhead, said Tesla's plans to expand its factory near Berlin have not changed and are still under construction. Tesla has made it clear that the plant expansion project has not changed and is still under construction. The vote on the expansion project was not on the agenda in the first place because Tesla applied for an extension in May. Currently, the matter is being discussed by the relevant community representatives. Once these discussions are complete, the plan is put on the agenda.</p><p>5. XPeng Automobile launched the first high-grade mass-produced city scene in China<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>assisted driving system</p><p>XPeng Automobile announced on September 17th that urban NGP began to be piloted in Guangzhou, and it was successively pushed to some XPeng P5 users. This is the higher order<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>For the first time, assisted driving has landed in mass production in an urban scene. At the same time, XPeng Motor announced that the launch event of the new model G9 will be held on Wednesday, September 21st.</p><p>6. Faraday Future was sued by shareholders and asked to replace core executives</p><p>Electric vehicle producer Faraday Future is facing a lawsuit from a group of heavyweight shareholders, including its founder. That means the fight for control of the company has intensified again. The prosecution's current demand is for the departure of two executives, including Susan Swenson, the company's executive president and veteran technology chief, saying they are pushing the company into an unnecessary abyss of bankruptcy.</p><p>At present, Faraday Future is indeed struggling on the brink of bankruptcy, after the company delayed the delivery of its first electric SUV again in July and the audit firm PricewaterhouseCoopers terminated cooperation with it in August.</p><p>7. Nikola officially launches the European version of Tre pure electric truck and has started to accept pre-orders</p><p>Nikola (NKLA.US) and its partner Iveco officially unveiled the European Nikola Tre pure electric truck (BEV) as well as the Nikola Tre Fuel Cell Truck (FCEV) beta at the IAA Transportation 2022 exhibition on Monday. It is reported that Nikola has started accepting pre-orders for the 4x2 Artic version of the Nikola Tre pure electric truck.</p><p>8. Petrobras announces a new round of diesel price reduction plan</p><p>On the 19th local time, Petrobras announced a new round of diesel price reduction plan. It plans to reduce the price of diesel sold to distributors from the previous 5.19 real per liter (1 real is about 1.33 yuan) to 4.89 real, with a price reduction of 5.8%. Petrobras said lowering diesel prices was in line with the company's pricing strategy, and the company sought to strike a balance between domestic prices and international market prices.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | What happened? The country's stock market has collapsed to a fuse, and the president is still strolling the United States</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | What happened? The country's stock market has collapsed to a fuse, and the president is still strolling the United States\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\">2022-09-20 08:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① Bitcoin collapsed again, and more than 120,000 people exploded in the last 24 hours; ② Before the Fed meeting, U.S. stocks closed higher, and the Nasdaq rose 0.76%.<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>rose by more than 7%; ③ The Turkish stock market collapsed, and the president was still strolling in the United States; ④ The UAE intends to significantly speed up the crude oil expansion plan. Overseas markets</p><p>1. Before the Federal Reserve meeting, U.S. stocks closed higher. The three major stock indexes, open low Gaozuo Nasdaq, rose 0.76%.</p><p>U.S. stocks closed higher on Monday, with the Dow up nearly 200 points. The Federal Reserve is holding a monetary policy meeting this week amid widespread expectations of a significant rate hike from the agency and concerns that its aggressive tightening will trigger a recession. U.S. bond yields soared, and the yield of 10-year U.S. bonds exceeded 3.5%, hitting an 11-year high. At the close, the Nasdaq was up 0.76%; The Dow rose 0.64%; The S&P 500 gained 0.69%.</p><p>Most of the big tech stocks closed higher,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>up 1.89%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>down slightly by 0.09%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>up 0.26%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up 0.9%, Naifei up 1.46%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up 2.5%.</p><p>2. Most popular Chinese stocks go up<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>Up more than 7%</p><p>Most popular Chinese stocks rose on Monday, with the Nasdaq Golden Dragon Index rising 1.5%.<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Up more than 5%,<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>rose by more than 4%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>rose by more than 2%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>rose by more than 1%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Small upside.<a href=\"https://laohu8.com/S/MF\">Daily Excellent Fresh</a>It fell by more than 10%. Among new energy vehicles,<a href=\"https://laohu8.com/S/NIO\">Nio</a>up 3.6%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>up 4.7%, and XPeng Motors rose 7.3%.</p><p>3. European stocks closed mixed, Germany's DAX30 index rose 0.49%</p><p>European stocks closed mixed on Monday, with Germany's DAX30 index rising 0.49%, France's CAC40 index falling 0.26% and Europe's Stoxx 50 index falling 0.03%. England<a href=\"https://laohu8.com/S/LSE.UK\">London Stock Exchange</a>One day closed for the Queen's funeral day.</p><p>4. U.S. WTI crude oil futures closed 0.7% higher on Monday. The tight supply situation of crude oil attracted market attention</p><p>West Texas Intermediate (WTI) crude oil futures for October delivery rose 62 cents, or 0.7%, to close at $85.73 a barrel on the New York Mercantile Exchange on Monday. The tight supply of crude oil has attracted the attention of the market again, which has supported the oil price.</p><p>5. New York gold futures closed down 0.3% on Monday, closing near the lowest level in two years</p><p>Gold futures for December delivery fell $5.30, or 0.3%, to close at $1,678.20 an ounce on the New York Mercantile Exchange on Monday. It gave up most of the gains seen last Friday and closed at its lowest level in nearly two years. Investors await the results of this week's Fed meeting.</p><p>International macro</p><p>1. The price in Bitcoin collapsed again. Over 120,000 people exploded in the last 24 hours.</p><p>On Monday, prices in Bitcoin plunged again, with mainstream cryptocurrencies falling almost across the board. In the intraday session, Bitcoin continuously fell below the two important barriers of $20,000 and $19,000, falling 7.87%, and the lowest price was reported at $18,389.21, setting a recent low. Bitcoin fell by 60.15% during the year, from last year's highest of $69,273.13 to the latest $18,758.86, with a cumulative decline of 72.92%. Ethereum, the world's second largest cryptocurrency, fell by more than 10% at the highest, once falling below $1,300, and the lowest was $1,291.05/coin, a new low in nearly two months.</p><p>Bitcoin and Ethereum account for half of the total market value of cryptocurrency, and are the two giants in the currency circle, falling by 16% and 26% respectively in the past week. Cryptocurrency prices have plunged and numerous investors have suffered heavy losses. According to the latest data provided by Bitcoin 126, in the last 24 hours, more than 120,000 people exploded their warehouses, and the largest single explosion order occurred in Bitmex-ETHUSDT, worth $14.9 million.</p><p>In terms of specific reasons, the reason for this cryptocurrency market crash may be due to the market's increasing fear of Ethereum \"fork\" and the tightening of global regulation. Last week, SEC Chairman Gary Gensler hinted that the new structure could attract more regulation. The Securities and Exchange Commission (SEC) said it is closely monitoring any new developments in the cryptocurrency market.</p><p>2. The U.S. 10-year Treasury Bond yield rose above 3.5% for the first time since 2011</p><p>The yield of the 10-year Treasury Bond in the United States briefly rose above 3.50% for the first time since 2011, as the market expected the Federal Reserve to make another sharp rate hike this week to keep inflation down, and the decline in the bond market widened. At one point, the ten-year yield rose 6.6 basis points to 3.516%, breaking through the psychological defense held in mid-June.</p><p>However, the main selling pressure in the US Treasury Bond market remained concentrated on the policy-sensitive two-year Treasury Bond, which at one point sent its yield up 9 basis points to 3.96%, a new high since October 2007.</p><p>3. Scholz's \"Qi-finding journey\" finally came true? Germany is rumored to be close to agreement on purchasing Qatari LNG</p><p>According to media sources citing three people familiar with the matter, the German energy giant<a href=\"https://laohu8.com/S/0HA0.UK\">RWE Group</a>(RWE), Uniper and Qatar are close to a long-term agreement on the purchase of liquefied natural gas (LNG). If the agreement is formally signed, Germany could replace some of its Russian gas supplies with liquefied natural gas from an oil field expansion project in northern Qatar.</p><p>However, another source said the two sides are currently at odds over the duration and pricing of the contract, but an agreement could be reached within weeks. One of the sources said the deal could run for 15 years. Uniper said the company is currently working to diversify its natural gas supply sources.</p><p>On Monday, local time, a spokesman for the German federal government announced that German Federal Chancellor Scholz will visit Saudi Arabia, the United Arab Emirates and Qatar on the 24th of this month to seek solutions to the energy problem.</p><p>4. U.S. to release 10 million barrels of oil from strategic oil reserve for November delivery</p><p><a href=\"https://laohu8.com/S/USEG\">U.S. Energy</a>The US will release 10 million barrels of oil from the Strategic Petroleum Reserve for November delivery, the ministry said. This release of 10 million barrels of oil is part of the plan to provide 180 million barrels of oil to the market proposed in March. The current release has reached 155 million barrels, and with the latest 10 million barrels to be released, the cumulative release will reach 165 million barrels.</p><p>5. U.S. homebuilders' confidence index fell consecutively, its worst performance since the 2008 financial crisis</p><p>September 19th, local time, September National Association of Home Builders/<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>The housing market confidence index fell for the ninth straight month, falling to 46, the worst performance for the data since the 2008 financial crisis. During the same period last year, it was 76. According to some American economists, the main reason for the sharp decline of the index is that high inflation and rising borrowing costs have plummeted the number of potential buyers and made builders' confidence in the U.S. housing market plummet.</p><p>6. Accelerate oil production The UAE intends to produce 5 million barrels of crude oil per day by 2025</p><p>The UAE has accelerated a plan to increase oil production capacity in an attempt to cash in on its crude reserves ahead of the world's transition to cleaner energy sources, according to people familiar with the matter. According to people familiar with the matter, Abu Dhabi National Oil Company (Adnoc), an oil explorer in the UAE, hopes to produce 5 million barrels of crude oil per day by 2025. That's quicker than the previously announced target for 2030.</p><p>7. German natural gas suppliers resume booking \"Nord Stream-1\" natural gas</p><p>On the 19th local time, according to the data released by the German Gas Association, for the first time in three weeks, German natural gas suppliers re-booked \"Nord Stream-1\" natural gas from Russia.</p><p>Since August 31, the \"Nord Stream-1\" natural gas pipeline has suspended natural gas supply for nearly 3 weeks. According to the news released by Gazprom, the pipeline was found to have a leak problem during routine maintenance, which posed a potential safety hazard, so it was temporarily unable to restore supply.</p><p>8. What happened when the Turkish stock market collapsed to the fuse?</p><p>On Monday (September 19th), local time, Turkey's benchmark stock index closed down more than 5%. In just one week, the country's stock market triggered fuse twice. But surprisingly, even with such heavy losses, Turkey's stock market is still the best performing stock market in the world.</p><p>As of Monday's close, Turkey's Istanbul 100 Index closed down 5.26% at 3,199 points. Year-to-date, the index is up more than 72%; Before the sharp drop last Tuesday (September 13th), the index rose by 85% during the year.</p><p>According to Turkish media reports, on September 17th, local time, Turkish President Recep Tayyip Erdogan took a walk in Central Park in New York, USA. From time to time, he shook hands with passers-by and exchanged greetings, taking photos and talking. Erdogan is reportedly attending the 77th United Nations General Assembly in New York.</p><p>9. No discounts! India has been forced to buy gas at a high price and the price has doubled from last year</p><p>After the Russia-Ukraine conflict broke out, India took the opportunity to buy a large amount of low-priced Russian oil and coal, and it was not sanctioned by the West, which made it look like a big winner. However, India has not taken advantage of the conflict either, having recently been forced to buy high-priced gas.</p><p>India's state-owned natural gas giant GAIL purchased three shipments of liquefied natural gas (LNG) for delivery between October and November last week at a price of more than $40 per million British thermal heat, more than double the price of the same period last year, according to media reports citing sources. It is also one of the most expensive LNG purchased in India's history.</p><p>10. Mexico's 7.4-magnitude earthquake or tsunami is on the same day as the anniversary of the previous two earthquakes</p><p>After 1 pm local time on September 19th, a 7.4-magnitude earthquake struck Michoacán, Mexico, and the earthquake was felt in the capital Mexico City. The mayor of Mexico City said no reports of damage have been received. Mexico had major earthquakes on the same day in 1985 and 2017, a 7.8-magnitude earthquake in Mexico City and a 7.1-magnitude earthquake in Puebla, respectively. The earthquake occurred an hour after Mexico City held an exercise on the anniversary of the earthquake.</p><p>The earthquake risks a tsunami,<a href=\"https://laohu8.com/S/601099\">Pacific Ocean</a>On some coasts of Mexico, tsunami waves could reach heights of 1-3 meters above sea level, the Tsunami Warning Center said.</p><p>Situation between Russia and Ukraine</p><p>1. Russia said to strike multiple targets in Ukraine, and Ukraine said to stop Russia's attack in many places</p><p>The Russian side reported on September 19th that the Russian army destroyed a workshop to maintain \"Haimas\" multiple rocket launchers in the Zaporizhzhia area in the past day. The Ukrainian side said that it successfully stopped Russian attacks on many places on the eastern front. Russian Defense Ministry spokesman Konashenkov reported on the 19th that on the eastern front, the Russian Aerospace Force has used high-precision guided weapons to concentrate on multiple targets of Ukrainian army in Donetsk in the past 24 hours.</p><p>The General Staff of the Ukrainian Armed Forces said that the Ukrainian army prevented Russian attacks on Bakhmut and Avdeevka, and at the same time repelled Russian attacks on Kupyansk.</p><p>2. Poland tightens restrictions on Russian citizens entering the country</p><p>On September 19, local time, Poland's Minister of Internal Affairs and Administration Kaminsky signed a document beginning to tighten restrictions on Russian citizens entering the country. Under the new measures, Russian citizens for tourist, cultural, sporting or commercial purposes will not be able to enter Poland from outside the European Union. Furthermore, from September 26, these restrictions will apply to all points of entry, both by air and by sea.</p><p>3. The Russian army destroyed the base of the American private military service company in Ukraine</p><p>On the 19th, the Russian Satellite News Agency quoted relevant sources in Donetsk as saying that from 8: 00 on September 18th to 8: 00 on September 19th, shelling by the Ukrainian armed forces killed 6 people in Donetsk and injured 21 civilians (including 3 children).</p><p>The Russian Ministry of Defense announced on the 18th that Russian aviation and artillery destroyed three Ukrainian command posts, a missile strike coordination point, a foreign mercenary base of Academi, a private military service company in the United States, and the base of the Ukrainian army's \"Norwegian Sea Monster\" (Kraken) nationalist formation.</p><p>4. UN Secretary-General says direct negotiations between Russian and Ukrainian presidents are still far away</p><p>According to the Russian Satellite News Agency on the 19th, United Nations Secretary-General Guterres said in an interview that the possibility of direct negotiations between Russian President Vladimir Putin and Ukrainian President Volodymyr Zelensky is still far away.</p><p>Guterres said he was willing to offer his good offices to facilitate such negotiations, but that negotiations depended on the willingness of Putin and Zelensky.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Plans to fix iPhone 14 Pro camera jitter next week</p><p>Apple is conducting software updates for the iPhone 14 Pro and Pro Max with the aim of fixing a vulnerability that caused the rear camera to shake when using third-party apps. The company said it will release a software update next week, indicating that Apple has found a solution. So far, this is at least the second software fix for the iPhone 14. On the day of release, users were asked to update to iOS 16.0.1 to resolve issues related to activating FaceTime.</p><p>2. Ming-Chi Kuo: It is predicted that Apple will increase iPhone 14 Pro shipments by about 10% in the fourth quarter</p><p>Ming-Chi Guo, a well-known Apple analyst, pointed out that due to the strong demand for iPhone 14 Pro, Apple has asked Hon Hai to switch the production line of iPhone 14 to iPhone 14 Pro model, which is equivalent to increasing the forecast of iPhone 14 Pro shipment in the fourth quarter by about 10%.</p><p>3. The Indian government is reported to<a href=\"https://laohu8.com/S/GOOG\">Google</a>Pressure to help clamp down on illegal digital lending apps</p><p>The Indian government and central bank have asked Alphabet's Google to introduce stricter checks to help clamp down on illegal digital lending apps, sources said. It is understood that although Google is not under the jurisdiction of the Reserve Bank of India, the US tech giant has been called to meetings hosted by the RBI and the Indian government on several occasions in the past few months. At the meeting, the Indian government and central bank urged Google to introduce stricter checks and balancing mechanisms to help weed out illegal digital lending apps.</p><p>Indian regulators have asked lenders to step up checks on illegal lending apps that became popular during the pandemic. The apps reportedly engage in improper activities such as charging excessive interest rates and fees, engaging in recycling practices that are not authorized by the central bank, or violating money laundering and other government guidelines.</p><p>4. German Mayor Denies<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Plant expansion project cancelled: still under construction</p><p>Arne Christiani, the mayor of the German city of Greenhead, said Tesla's plans to expand its factory near Berlin have not changed and are still under construction. Tesla has made it clear that the plant expansion project has not changed and is still under construction. The vote on the expansion project was not on the agenda in the first place because Tesla applied for an extension in May. Currently, the matter is being discussed by the relevant community representatives. Once these discussions are complete, the plan is put on the agenda.</p><p>5. XPeng Automobile launched the first high-grade mass-produced city scene in China<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>assisted driving system</p><p>XPeng Automobile announced on September 17th that urban NGP began to be piloted in Guangzhou, and it was successively pushed to some XPeng P5 users. This is the higher order<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>For the first time, assisted driving has landed in mass production in an urban scene. At the same time, XPeng Motor announced that the launch event of the new model G9 will be held on Wednesday, September 21st.</p><p>6. Faraday Future was sued by shareholders and asked to replace core executives</p><p>Electric vehicle producer Faraday Future is facing a lawsuit from a group of heavyweight shareholders, including its founder. That means the fight for control of the company has intensified again. The prosecution's current demand is for the departure of two executives, including Susan Swenson, the company's executive president and veteran technology chief, saying they are pushing the company into an unnecessary abyss of bankruptcy.</p><p>At present, Faraday Future is indeed struggling on the brink of bankruptcy, after the company delayed the delivery of its first electric SUV again in July and the audit firm PricewaterhouseCoopers terminated cooperation with it in August.</p><p>7. Nikola officially launches the European version of Tre pure electric truck and has started to accept pre-orders</p><p>Nikola (NKLA.US) and its partner Iveco officially unveiled the European Nikola Tre pure electric truck (BEV) as well as the Nikola Tre Fuel Cell Truck (FCEV) beta at the IAA Transportation 2022 exhibition on Monday. It is reported that Nikola has started accepting pre-orders for the 4x2 Artic version of the Nikola Tre pure electric truck.</p><p>8. Petrobras announces a new round of diesel price reduction plan</p><p>On the 19th local time, Petrobras announced a new round of diesel price reduction plan. It plans to reduce the price of diesel sold to distributors from the previous 5.19 real per liter (1 real is about 1.33 yuan) to 4.89 real, with a price reduction of 5.8%. Petrobras said lowering diesel prices was in line with the company's pricing strategy, and the company sought to strike a balance between domestic prices and international market prices.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171128037","content_text":"摘要：①比特币又崩了，最近24小时超12万人爆仓；②联储会议前美股收高，纳指涨0.76%，小鹏汽车涨超7%；③土耳其股市崩盘了，总统还在美国漫步；④阿联酋有意大幅提速原油扩产计划。海外市场1、联储会议前美股收高 三大股指低开高走纳指涨0.76%，美股周一收高，道指上涨近200点。美联储将在本周召开货币政策会议，市场普遍预计该机构将大幅加息，并担心其激进紧缩政策将引发经济衰退。美债收益率飙升，10年期美债收益度突破3.5%创11年新高。截至收盘，纳斯达克指数涨幅为0.76%；道琼斯指数涨幅为0.64%；标普500指数涨幅为0.69%。大型科技股多数收涨，特斯拉涨1.89%，微软微跌0.09%，谷歌涨0.26%，亚马逊涨0.9%，奈飞涨1.46%，苹果涨2.5%。2、热门中概股多数上行小鹏汽车涨超7%热门中概股周一多数上涨，纳斯达克金龙指数涨1.5%。唯品会涨超5%，爱奇艺涨超4%，京东、知乎、百度涨超2%，阿里巴巴涨超1%，哔哩哔哩、微博、拼多多小幅上涨。每日优鲜跌超10%。新能源汽车中，蔚来涨3.6%，理想汽车涨4.7%，小鹏汽车涨7.3%。3、欧股收盘涨跌不一德国DAX30指数涨0.49%欧股周一收盘涨跌不一，德国DAX30指数涨0.49%，法国CAC40指数跌0.26%，欧洲斯托克50指数跌0.03%。英国伦敦证券交易所因英女王葬礼日休市一日。4、美国WTI原油期货周一收高0.7% 原油供应紧张局面受到市场关注周一纽约商品交易所10月交割的西德州中质原油（WTI）期货价格上涨62美分，涨幅为0.7%，收于每桶85.73美元。原油供应紧张局面重新受到市场关注，令油价得到支撑。5、纽约黄金期货周一收跌0.3% 收盘价接近两年来最低水平周一纽约商品交易所12月交割的黄金期货价格下跌5.30美元，跌幅为0.3%，收于每盎司1678.20美元。回吐了上周五见到的大部分涨幅，收于近两年来的最低水平。投资者等待本周的美联储会议结果。国际宏观1、比特币价格又崩了 最近24小时超12万人爆仓周一，比特币价格再遇暴跌，主流加密货币几乎全线下跌。盘中，比特币连续跌破20000美元、19000美元两大重要关口，大跌7.87%，最低价格报18389.21美元，创下了近期新低。比特币年内跌幅60.15%，从去年最高位的69273.13美元跌至最新18758.86美元，跌幅累计高达72.92%。世界第二大加密货币以太坊最高下跌超10%，一度跌破1300美元，最低报1291.05美元/枚，为近2个月以来新低。比特币和以太坊占加密货币总市值的半壁江山，是币圈的两大巨头，近一周分别跌了16%、26%。加密货币价格暴跌，众多投资者亏损严重。比特币126提供的最新数据显示，最近24小时，超12万人爆仓，最大单笔爆仓单发生在Bitmex-ETHUSDT，价值1490万美元。具体原因来看，这次加密货币市场崩盘的原因可能是市场对以太坊“分叉”的日益恐惧以及全球监管趋紧所致。上周，美国证券交易委员会主席 Gary Gensler暗示新结构可能会吸引更多监管。美国证券交易委员会 （SEC） 表示，正在密切关注加密货币市场的任何新发展。2、美国10年期国债收益率自2011年以来首次升破3.5%美国10年期国债收益率自2011年以来首次短暂升破3.50%，因市场预计美联储为压低通胀将在本周再度大幅加息，债券市场跌势扩大。十年期收益率一度上涨6.6个基点至3.516%，突破了6月中旬守住的心理防线。不过，美国国债市场的主要卖压仍然集中在对政策敏感的两年期国债上，令其收益率一度上涨9个基点至3.96%，创下2007年10月以来的新高。3、朔尔茨“寻气之旅”终于如愿？传德国就采购卡塔尔LNG接近达成协议据媒体援引三位知情人士的消息称，德国能源巨头莱茵集团(RWE)、Uniper和卡塔尔之间就采购液化天然气(LNG)接近达成长期协议。如果协议正式签署，德国就可以用卡塔尔北部油田扩建项目的液化天然气取代部分俄罗斯天然气供应。不过，另一消息人士表示，双方目前在合约期限和定价上存在分歧，但可能在数周内达成协议。其中一位消息人士表示，该交易可能为期15年。Uniper称，该公司目前正努力实现天然气供应来源的多元化。当地时间周一，德国联邦政府发言人宣布，德国联邦总理朔尔茨将于本月24日出访沙特阿拉伯、阿拉伯联合酋长国和卡塔尔三个阿拉伯国家，寻求能源问题的解决方案。4、美国将从战略石油储备释放1000万桶石油以供11月份交付美国能源部称，美国将从战略石油储备释放1000万桶石油以供11月份交付。本次释放1000万桶石油是3月份提出的向市场提供1.8亿桶石油计划的一部分，目前的释放量已经累计达到1.55亿桶，加上最新将要释放的1000万桶，累计释放量将达到1.65亿桶。5、美国房屋建筑商信心指数连续下跌 创自2008年金融危机以来最差表现当地时间9月19日，美国9月全国房屋建筑商协会/富国银行住房市场信心指数连续第9个月下跌，跌至46，创下该数据自2008年金融危机以来最差表现。去年同期，该指数为76。一些美国经济学家分析称，该指数大幅下跌的主要原因是高通胀和不断上升的借贷成本令潜在买家数量大跌，并且让建筑商对美国房地产市场的信心大跌。6、加快石油生产 阿联酋拟在2025年实现日产500万桶原油据知情人士透露，阿联酋加快了一项提高石油产能的计划，试图在世界向更清洁能源过渡之前利用其原油储备获利。知情人士透露，阿联酋的石油开采方阿布扎比国家石油公司（Adnoc）希望到2025年实现日产原油500万桶。这比之前公布的2030年的目标要快。7、德国天然气供应商重新开始预定“北溪-1”天然气当地时间19日，根据德国燃气相关协会发布的数据，3周以来，首次有德国的天然气供应商重新向俄方预定“北溪-1”天然气。自8月31日以来，“北溪-1”天然气管道已经暂停天然气供应近3周的时间。按照俄罗斯天然气工业股份公司发布的消息，该管道在常规维护过程中发现泄露问题，存在安全隐患，因此暂时无法恢复供应。8、土耳其股市崩至熔断 发生了什么？当地时间周一(9月19日)，土耳其基准股指收盘跌逾5%，短短一周时间内，该国股市盘中两次触发熔断。但令人惊异的是，即使遭遇了如此惨重的跌幅，土耳其股市依旧是全球表现最佳的股市。截止周一收盘，土耳其伊斯坦布尔100指数收跌5.26%，报3199点。今年迄今，该指数涨逾72%；而在上周二(9月13日)大跌之前，该指数年内涨幅为85%。而据土耳其媒体报道，当地时间9月17日，土耳其总统埃尔多安在美国纽约中央公园散步。他不时与路人握手寒暄，合影攀谈。据报道，埃尔多安正出席在纽约举行的第77届联合国大会。9、没有折扣了！印度被迫高价购买天然气 价格比去年翻了一番俄乌冲突爆发后，印度趁机购买了大量低价俄罗斯石油和煤炭，并且未遭到西方的制裁，俨然一副大赢家姿态。然而，印度在这场冲突中也没有占尽了便宜，该国近来被迫购买了高价天然气。据媒体援引消息人士报道，印度国有天然气巨头GAIL上周购买了三批10月至11月期间交货的液化天然气（LNG），价格超过每百万英热40美元，是去年同期的两倍多，同时也是印度史上购买的最昂贵的LNG之一。10、墨西哥7.4级强震或引发海啸 与以往两大地震纪念日同日当地时间9月19日下午一点过后，墨西哥米却肯州发生7.4级地震，首都墨西哥城有震感。墨西哥城市长表示，目前还没有收到损失报告。墨西哥曾在1985年和2017年的同一天发生大地震，分别为在墨西哥城发生的7.8级地震和普埃布拉州发生的7.1级地震，此次地震发生前一个小时前，墨西哥城举行了地震周年纪念日的演习。此次地震有引发海啸的风险，太平洋海啸警报中心称，在墨西哥的一些海岸，海啸波可能会达到高于海平面1-3米的高度。俄乌局势1、俄称打击乌多个目标 乌称多地阻止俄进攻俄罗斯方面9月19日通报称，俄军过去一天在扎波罗热地区摧毁一座维护“海马斯”多管火箭炮的车间。乌克兰方面则表示，在东部战线成功阻止俄军对多地的进攻。俄国防部发言人科纳申科夫19日通报称，在东部战线，俄空天军过去24小时使用高精度制导武器对顿涅茨克地区乌军多个目标进行集中打击。乌克兰武装部队总参谋部则表示，乌军阻止俄军对巴赫穆特和阿夫杰耶夫卡的攻击，同时击退俄军对库皮扬斯克的进攻。2、波兰收紧对俄罗斯公民入境该国的限制当地时间9月19日，波兰内务与行政部长卡明斯基签署文件，开始收紧对俄罗斯公民入境该国的限制。根据新措施要求，出于旅游、文化、体育或商业目的的俄罗斯公民将不能从欧盟以外的地方入境波兰。此外，从9月26日起，这些限制措施将适用于所有入境点，包括空中和海上。3、俄军摧毁在乌美国私人军事服务公司基地俄罗斯卫星通讯社19日援引顿涅茨克相关方面的消息说，从9月18日8时至19日8时，乌克兰武装部队炮击造成顿涅茨克6人死亡，另有21名平民(其中有3人为儿童)受伤。俄罗斯国防部18日发布消息称，俄航空兵和炮兵摧毁了乌克兰方面三个指挥所、一个导弹打击协调点和美国私人军事服务公司Academi的外国雇佣军基地、乌军“挪威海怪”(Kraken)民族主义编队的基地。4、联合国秘书长说距离俄乌总统直接谈判还很遥远据俄罗斯卫星通讯社19日消息，联合国秘书长古特雷斯在接受其采访时说，距离俄罗斯总统普京和乌克兰总统泽连斯基举行直接谈判的可能性还很遥远。古特雷斯表示，愿意为促进这种谈判提供斡旋，但谈判与否取决于普京和泽连斯基的意愿。公司新闻1、苹果计划下周解决IPhone14 Pro摄像头抖动问题苹果公司正在为iPhone14 Pro和Pro Max进行软件更新，目的是修复第三方应用程序使用时出现的后置摄像头抖动的漏洞。该公司表示，将于下周发布软件更新，表明苹果已经找到了解决方案。到目前为止，这至少是iPhone14的第二次软件修复。在发布当天，用户被要求更新到iOS16.0.1，以解决与激活FaceTime有关的问题。2、郭明錤：预测苹果将第四季度iPhone 14 Pro出货量提升10%左右知名苹果分析师郭明錤发文指出，由于iPhone 14 Pro的需求强劲，苹果已要求鸿海将iPhone 14的生产线切换到iPhone 14 Pro机型，相当于将第四季度iPhone 14 Pro出货量预测提升10%左右。3、印度政府据悉向谷歌施压 要求帮助取缔非法数字借贷应用程序消息人士称，印度政府和央行已要求Alphabet旗下谷歌引入更严格检查机制，以帮助取缔非法数字借贷应用。据悉，尽管谷歌不属于印度储备银行的管辖范围，但这家美国科技巨头在过去几个月中多次被召集参加印度央行和印度政府主持的会议。会上，印度政府和央行敦促谷歌引入更严格的检查和平衡机制，以帮助剔除非法数字借贷应用。印度监管机构已要求贷款人加强对非法借贷应用程序的检查，这些应用程序在疫情期间开始流行。据报道，这些应用程序从事不正当活动，如收取过高利率和费用，从事未经央行授权的回收行为，或违反洗钱和其他政府准则。4、德国市长否认特斯拉取消工厂扩建项目：仍在建设中德国格林海德市市长阿恩·克里斯蒂安尼表示，特斯拉在柏林附近扩建工厂的计划没有改变，目前仍在建设中。特斯拉已明确表示，该工厂扩建项目没有改变，目前仍在建设中。关于扩建项目的投票，本来就没有被列入议程，因为特斯拉在5月份申请了延期。目前，相关社区代表正在讨论此事。 一旦这些讨论完成，该计划就会被提上日程。5、小鹏汽车上线国内首个量产城市场景高等级智能辅助驾驶系统小鹏汽车9月17日公布，城市NGP开始在广州试点，陆续推送给部分小鹏P5用户。这是高阶智能辅助驾驶首次在城市场景中量产落地。同时，小鹏汽车预告，9月21日本周三将举行新车型G9的上市发布会。6、法拉第未来遭股东起诉 被要求撤换核心高管电动车生产商法拉第未来正面临来自重量级股东团体的起诉，其中包括其创始人。这意味着对该公司控制权的争夺再趋白热化。起诉方当前的诉求是要求包括该公司执行总裁兼资深技术主管Susan Swenson在内的两位高管离任，称他们正在将公司推向不必要的破产深渊。而当前，法拉第未来公司也确实在破产边缘苦苦挣扎，此前公司在7月份刚刚再度推迟了其首款电动SUV车的交货时间，审计公司普华永道也于8月终止与其合作。7、Nikola正式推出欧版Tre纯电动卡车 已开始接受预订Nikola(NKLA.US)及其合作伙伴依维柯在周一举行的IAA Transportation 2022展览会上正式推出了European Nikola Tre纯电动卡车(BEV)以及Nikola Tre燃料电池卡车(FCEV)测试版。据悉，Nikola已开始接受Nikola Tre纯电动卡车4x2 Artic版本的预订。8、巴西国家石油公司宣布新一轮柴油降价方案当地时间19日，巴西国家石油公司宣布了新一轮的柴油降价方案，计划从20日起将出售给分销商的柴油价格从之前的每升5.19雷亚尔（1雷亚尔约合1.33元人民币）降为4.89雷亚尔，降价幅度为5.8%。巴西国家石油公司表示，降低柴油价格，与公司的定价策略一致，公司力求在本国价格与国际市场价格之间取得平衡。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935447520,"gmtCreate":1663128113361,"gmtModify":1676537210395,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"Ggg","listText":"Ggg","text":"Ggg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935447520","repostId":"1104408826","repostType":2,"isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938833392,"gmtCreate":1662593655916,"gmtModify":1676537094012,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938833392","repostId":"2265043940","repostType":4,"repost":{"id":"2265043940","kind":"news","pubTimestamp":1662593562,"share":"https://ttm.financial/m/news/2265043940?lang=en_US&edition=fundamental","pubTime":"2022-09-08 07:32","market":"sh","language":"zh","title":"Bank of America Analysts Warn: Treasury Bond Market Poses More Systemic Risk Than 2008 Property Bubble","url":"https://stock-news.laohu8.com/highlight/detail?id=2265043940","media":"环球市场播报","summary":"美国银行的分析师认为，相比于2008年导致全球金融危机的房地产泡沫，22万亿美元的美国国债市场如果崩盘，将是更大的系统性威胁。　　美银分析师在客户报告中写道，美国国债收益率是几乎所有金融资产定价的基准，哪怕是短暂的交易中断都可能颠覆公司、家庭和政府借款，并可能导致美国政府违约。　　“美国国债市场的流动性和弹性下降，可以说是当今全球金融稳定面临的最大威胁之一，可能甚于2008年的房地产泡沫，”他们写道。","content":"<p><html><head></head><body><b><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Analysts believe that the collapse of the $22 trillion U.S. Treasury Bond market would be a greater systemic threat than the housing bubble that led to the global financial crisis in 2008.</b></p><p>The U.S. Treasury Bond yield is the benchmark on which almost all financial assets are priced, and even a brief trading disruption could upend corporate, household and government borrowing, and could cause the U.S. government to default, Bank of America analysts wrote in client notes.</p><p>As government borrowing has surged, the volume of primary dealers has fallen relative to the size of the market. Analysts said there was growing concern that the situation could lead to sudden market failures, which in turn could affect the dollar, equities, emerging markets, consumer and business confidence and long-term government borrowing costs.</p><p>\"Declining liquidity and resilience in the U.S. Treasury Bond market is arguably one of the greatest threats to global financial stability today, perhaps even greater than the housing bubble of 2008,\" they wrote. Even a brief failure could \"render the central bank powerless because interest rate policy and quantitative easing depend on the functioning of the U.S. Treasury Bond market.\"</p><p>Analysts write that the Fed can only buy U.S. Treasury Bond from primary dealers, and existing expansion proposals are insufficient; They also said that relying on the Fed to support markets is risky.</p><p>Analysts suggest planning ahead, creating a last-minute dealer in advance, and allowing the same accounting approach to US Treasury Bond nearing maturity to shrink the market size.</p><p>Creating a trader of last resort could avoid shutdowns in the U.S. Treasury Bond market and other markets, they wrote, and provide a reliable safety valve that could operate in the background if other reforms were phased in.</p><p></body></html></p>","source":"sina","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>Bank of America Analysts Warn: Treasury Bond Market Poses More Systemic Risk Than 2008 Property Bubble</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\">\nBank of America Analysts Warn: Treasury Bond Market Poses More Systemic Risk Than 2008 Property Bubble\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2022-09-08 07:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Analysts believe that the collapse of the $22 trillion U.S. Treasury Bond market would be a greater systemic threat than the housing bubble that led to the global financial crisis in 2008.</b></p><p>The U.S. Treasury Bond yield is the benchmark on which almost all financial assets are priced, and even a brief trading disruption could upend corporate, household and government borrowing, and could cause the U.S. government to default, Bank of America analysts wrote in client notes.</p><p>As government borrowing has surged, the volume of primary dealers has fallen relative to the size of the market. Analysts said there was growing concern that the situation could lead to sudden market failures, which in turn could affect the dollar, equities, emerging markets, consumer and business confidence and long-term government borrowing costs.</p><p>\"Declining liquidity and resilience in the U.S. Treasury Bond market is arguably one of the greatest threats to global financial stability today, perhaps even greater than the housing bubble of 2008,\" they wrote. Even a brief failure could \"render the central bank powerless because interest rate policy and quantitative easing depend on the functioning of the U.S. Treasury Bond market.\"</p><p>Analysts write that the Fed can only buy U.S. Treasury Bond from primary dealers, and existing expansion proposals are insufficient; They also said that relying on the Fed to support markets is risky.</p><p>Analysts suggest planning ahead, creating a last-minute dealer in advance, and allowing the same accounting approach to US Treasury Bond nearing maturity to shrink the market size.</p><p>Creating a trader of last resort could avoid shutdowns in the U.S. Treasury Bond market and other markets, they wrote, and provide a reliable safety valve that could operate in the background if other reforms were phased in.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/world/2022-09-08/doc-imqqsmrn8205674.shtml?finpagefr=p_115\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fcaf488e1a7a9a06b1b9abefc6457880","relate_stocks":{"GOVT":"iShares安硕核心美国国债ETF","BND":"债券指数ETF-Vanguard美国","TLT":"20+年以上美国国债ETF-iShares","IEF":"债券指数ETF-iShares Barclays 7-10年","SHY":"债券指数ETF-iShares Barclays 1-3年国债","IEI":"iShares Barclays 3-7 Year Trea"},"source_url":"https://finance.sina.com.cn/world/2022-09-08/doc-imqqsmrn8205674.shtml?finpagefr=p_115","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2265043940","content_text":"美国银行的分析师认为，相比于2008年导致全球金融危机的房地产泡沫，22万亿美元的美国国债市场如果崩盘，将是更大的系统性威胁。美银分析师在客户报告中写道，美国国债收益率是几乎所有金融资产定价的基准，哪怕是短暂的交易中断都可能颠覆公司、家庭和政府借款，并可能导致美国政府违约。随着政府借款激增，一级交易商的交易量相对于市场规模已经下降。分析师们表示，人们越发担心这种情况可能导致市场突然失灵，进而波及美元、股市、新兴市场、消费者和企业信心以及长期政府借款成本。“美国国债市场的流动性和弹性下降，可以说是当今全球金融稳定面临的最大威胁之一，可能甚于2008年的房地产泡沫，”他们写道。即使是短暂的失灵，也可能“导致央行无能为力，因为利率政策和量化宽松依赖于美国国债市场的运作。”分析师们写道，美联储只能从一级交易商手中购买美国国债，现有的扩容建议是不够的；他们还表示，依赖美联储来支持市场是有风险的。分析师建议未雨绸缪，提前创建一个最后交易商，并允许对临近到期的美国国债采取跟会计制度上同样的处理手法，以缩小市场规模。他们写道，创建一个最后交易商，可以避免美国国债市场和其他市场停摆，并在其他改革措施逐步实施的情况下，提供一个可以在后台运行的可靠的安全阀。","news_type":1,"symbols_score_info":{"IEF":0.6,"TNmain":0.6,"ZTmain":0.6,"BND":0.9,"IEI":0.6,"TLT":0.6,"UBmain":0.6,"SHY":0.6,"GOVT":0.6,"ZFmain":0.6,"ZBmain":0.6}},"isVote":1,"tweetType":1,"viewCount":1431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938839775,"gmtCreate":1662593633698,"gmtModify":1676537094004,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938839775","repostId":"2265916883","repostType":4,"repost":{"id":"2265916883","kind":"news","pubTimestamp":1662591600,"share":"https://ttm.financial/m/news/2265916883?lang=en_US&edition=fundamental","pubTime":"2022-09-08 07:00","market":"hk","language":"zh","title":"Foreign Media Headlines | Fed's Beige Book Reveals Weak U.S. Economic Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2265916883","media":"环球市场播报","summary":"　　苹果公司发布iPhone 14系列手机，这款旗舰产品对摄像头进行了升级，还加入紧急卫星通信救援功能。　　在周三名为Far Out的发布会上，苹果还宣布了新一系列的智能手表和耳机AirPods。　　大部分iPhone升级功能将出现在高端的Pro系列。　　美联储表示，美国经济增长前景疲软，未来一年势将进一步下滑，通胀显示出放缓迹象。　　美联储周三在褐皮书报告中表示，“经济增长前景总体上仍然疲软，联系人提到未来对6-12个月需求进一步走软的预期”。","content":"<p><html><head></head><body><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1、<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Officially released iPhone 14 series upgraded camera and new satellite connectivity</b><b>2. Beige Book of the Federal Reserve: Weak economic growth prospects in the United States, inflation shows signs of cooling</b><b>3. Vice Chairman of the Federal Reserve: Future risks will become more two-way tightening policy will persist until inflation falls</b><b>4. \"Big Short\" Burry makes another pessimistic prediction to suggest that the bottom of U.S. stocks has not yet arrived</b><b>5. U.S. consumers expect home prices to fall for the first time since 2020</b><b>6. The new prime minister begins to face more practical tests, and the pound ushers in a bear market</b><img src=\"https://static.tigerbbs.com/3b6314b5eb31af5a7fbf9c887e0eb055\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\"/></p><p><b>Apple officially releases iPhone 14 series upgraded camera and new satellite connectivity</b></p><p>Apple has released the iPhone 14 series of phones. This flagship product has upgraded the camera and added emergency satellite communication rescue functions. Apple CEO Tim Cook said in his speech that \"we are constantly challenging ourselves to raise the bar and make it better\".</p><p>At Wednesday's launch event called Far Out, Apple also announced a new line of<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Watches and headphones AirPods. The standard version of the iPhone 14 looks similar to last year's iPhone 13, but with one new change: Apple dropped the mini version and added a model with a 6.7-inch display.</p><p>Most of the iPhone upgrade features will appear in the high-end Pro series. The phones in the range will include a 48-megapixel camera and a screen capable of maintaining a low power mode at all times, similar to the latest version of the Apple Watch. For example, small plugins with some information such as weather, calendar schedule, stock quotes can be displayed on new phones with the rest of the screen closed.</p><p><img src=\"https://static.tigerbbs.com/52827eee02edc912e5f23ef8e67f7f7a\" tg-width=\"550\" tg-height=\"302\" referrerpolicy=\"no-referrer\"/></p><p><b>Fed's Beige Book: U.S. growth outlook weakens, inflation shows signs of cooling</b></p><p>The Fed said that the outlook for U.S. economic growth is weak, and it is bound to decline further in the coming year, and inflation is showing signs of slowing down.</p><p>The Fed said in its Beige Book report on Wednesday that \"the outlook for economic growth remains generally weak, with contacts referring to future expectations of further demand softening over the 6-12 months.\" Price levels \"remain high\", but nine jurisdictions reported a slowdown in increases. Most respondents expect price pressures to continue at least through the end of the year. Wages are growing in all regions, although there are widespread reports of slowing growth and declining wage expectations.</p><p>Economic activity has generally remained unchanged since the beginning of July, with five regions reporting slight or moderate growth in economic activity and another five reporting slight or moderate slowdowns in economic activity. The outlook for future economic growth remains generally weak, with respondents noting that demand is expected to soften further over the next six to 12 months.</p><p><img src=\"https://static.tigerbbs.com/ddc487a24eb956063c2e4a6842ff5bf0\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Federal Reserve Vice Chairman: Future Risks Will Become More Two-way Tightening Policy Will Hold Until Inflation Drops</b></p><p>Fed Vice Chair Brainard said the Fed must raise interest rates to restrictive levels and hold them \"for a while,\" warning that risks will become more two-way in the future.</p><p>\"We'll hold on until inflation comes down,\" Brainard said at a conference in New York on Wednesday. \"Over a period of time, monetary policy needs to become restrictive in order to convince people that inflation will fall towards target levels.\"</p><p>Brainard did not reveal the extent of the rate hike it is leaning toward at the meeting later this month, but noted that at some point, risks will increase as monetary policy tightens further.</p><p>She said, \"At some point in the tightening cycle, risks will become more bi-directional. The rapid and global nature of the tightening cycle, and the uncertainty of its impact on financial conditions will interfere with demand conditions and bring the risk of excessive policy tightening.\"</p><p><img src=\"https://static.tigerbbs.com/11340bb699d545fe925421a5ab9231ef\" tg-width=\"550\" tg-height=\"333\" referrerpolicy=\"no-referrer\"/></p><p><b>\"Big Short\" Burry makes another pessimistic forecast to suggest that the bottom of U.S. stocks has not yet arrived</b></p><p>Michael Burry, the prototype of the movie \"The Big Short,\" a well-known investor, said that the pain of U.S. stocks is not over yet.</p><p><b>\"We haven't bottomed out yet,\" he wrote on social media.</b></p><p>Burry mentioned the recent closure of two exchange-traded funds (ETFs) targeting special purpose acquisition companies (SPACs), which were popular with retail investors during the bull market during the pandemic. Both ETFs were created less than two years ago, and as the stock market tumbled, investors left them.</p><p>Burry also mentions the collapse of cryptocurrencies, influencer stocks, and SPACs, and also seems to link the market crashes of 2000 and 2008 to this year's market conditions.</p><p><img src=\"https://static.tigerbbs.com/8f66fd0f5c7475ec23e7e174f6526b8b\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. Consumers Expect Home Prices to Fall for First Time Since 2020</b></p><p>For the first time in two years, U.S. consumers expect home prices to fall over the next 12 months. The survey found that respondents expected home prices to fall by 0.4%, compared with a 1.9% rise expected in July.</p><p>Consumers also expect rental price growth to slow, with rents expected to fall by nearly two percentage points in the coming year, the biggest drop since the data was retroactive to 2010, according to the survey results released Wednesday.</p><p>The proportion of respondents who expect home prices to rise in the next 12 months fell from 39% to 33%, while the proportion of respondents who expect home prices to fall rose by 3 percentage points to 33%, the study noted.</p><p>\"The percentage of consumers who expect home prices to fall in the coming year rose sharply in August,\" said economist Doug Duncan. \"We have also observed a significant drop in consumers reporting high house prices as the main reason for a good time to sell, indicating that expectations of slowing or falling house prices are starting to negatively impact selling sentiment.\"</p><p><img src=\"https://static.tigerbbs.com/f77f45d2a09a06d76c288ab3a397db1e\" tg-width=\"550\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p><b>Sterling hits bear market as new prime minister starts to face more reality tests</b></p><p>The new British Prime Minister's honeymoon in the foreign exchange market is over.</p><p>Sterling rebounds from two-year lows on Tuesday as new Truss officer takes office; But the currency rally is fading as she faces a test in parliament on Wednesday. The pound returns to its downward trend this year and is on the brink of a bear market, which could trigger a bigger decline once it falls.</p><p>Investors have been dumping sterling assets in light of soaring inflation and the possibility of a recession in the UK. While Truss's proposed plan may help households get through the energy crisis, the government's pockets to pay their bills could create future problems for the market.</p><p>\"Leadership changes are usually good for the pound, especially when new deficit spending of up to £130bn is likely to be on the agenda. But the current crisis is different from recent years,\" says Nomura International strategist Jordan Rochester. Artificially lowering energy prices for consumers, he said, would ease the pressure on the Bank of England to impose a radical rate hike in the near future, but at the expense of the Government \"paying more\" and widening the UK's trade deficit.</p><p></body></html></p>","source":"sina","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>Foreign Media Headlines | Fed's Beige Book Reveals Weak U.S. Economic Growth</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\">\nForeign Media Headlines | Fed's Beige Book Reveals Weak U.S. Economic Growth\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2022-09-08 07:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1、<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Officially released iPhone 14 series upgraded camera and new satellite connectivity</b><b>2. Beige Book of the Federal Reserve: Weak economic growth prospects in the United States, inflation shows signs of cooling</b><b>3. Vice Chairman of the Federal Reserve: Future risks will become more two-way tightening policy will persist until inflation falls</b><b>4. \"Big Short\" Burry makes another pessimistic prediction to suggest that the bottom of U.S. stocks has not yet arrived</b><b>5. U.S. consumers expect home prices to fall for the first time since 2020</b><b>6. The new prime minister begins to face more practical tests, and the pound ushers in a bear market</b><img src=\"https://static.tigerbbs.com/3b6314b5eb31af5a7fbf9c887e0eb055\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\"/></p><p><b>Apple officially releases iPhone 14 series upgraded camera and new satellite connectivity</b></p><p>Apple has released the iPhone 14 series of phones. This flagship product has upgraded the camera and added emergency satellite communication rescue functions. Apple CEO Tim Cook said in his speech that \"we are constantly challenging ourselves to raise the bar and make it better\".</p><p>At Wednesday's launch event called Far Out, Apple also announced a new line of<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Watches and headphones AirPods. The standard version of the iPhone 14 looks similar to last year's iPhone 13, but with one new change: Apple dropped the mini version and added a model with a 6.7-inch display.</p><p>Most of the iPhone upgrade features will appear in the high-end Pro series. The phones in the range will include a 48-megapixel camera and a screen capable of maintaining a low power mode at all times, similar to the latest version of the Apple Watch. For example, small plugins with some information such as weather, calendar schedule, stock quotes can be displayed on new phones with the rest of the screen closed.</p><p><img src=\"https://static.tigerbbs.com/52827eee02edc912e5f23ef8e67f7f7a\" tg-width=\"550\" tg-height=\"302\" referrerpolicy=\"no-referrer\"/></p><p><b>Fed's Beige Book: U.S. growth outlook weakens, inflation shows signs of cooling</b></p><p>The Fed said that the outlook for U.S. economic growth is weak, and it is bound to decline further in the coming year, and inflation is showing signs of slowing down.</p><p>The Fed said in its Beige Book report on Wednesday that \"the outlook for economic growth remains generally weak, with contacts referring to future expectations of further demand softening over the 6-12 months.\" Price levels \"remain high\", but nine jurisdictions reported a slowdown in increases. Most respondents expect price pressures to continue at least through the end of the year. Wages are growing in all regions, although there are widespread reports of slowing growth and declining wage expectations.</p><p>Economic activity has generally remained unchanged since the beginning of July, with five regions reporting slight or moderate growth in economic activity and another five reporting slight or moderate slowdowns in economic activity. The outlook for future economic growth remains generally weak, with respondents noting that demand is expected to soften further over the next six to 12 months.</p><p><img src=\"https://static.tigerbbs.com/ddc487a24eb956063c2e4a6842ff5bf0\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Federal Reserve Vice Chairman: Future Risks Will Become More Two-way Tightening Policy Will Hold Until Inflation Drops</b></p><p>Fed Vice Chair Brainard said the Fed must raise interest rates to restrictive levels and hold them \"for a while,\" warning that risks will become more two-way in the future.</p><p>\"We'll hold on until inflation comes down,\" Brainard said at a conference in New York on Wednesday. \"Over a period of time, monetary policy needs to become restrictive in order to convince people that inflation will fall towards target levels.\"</p><p>Brainard did not reveal the extent of the rate hike it is leaning toward at the meeting later this month, but noted that at some point, risks will increase as monetary policy tightens further.</p><p>She said, \"At some point in the tightening cycle, risks will become more bi-directional. The rapid and global nature of the tightening cycle, and the uncertainty of its impact on financial conditions will interfere with demand conditions and bring the risk of excessive policy tightening.\"</p><p><img src=\"https://static.tigerbbs.com/11340bb699d545fe925421a5ab9231ef\" tg-width=\"550\" tg-height=\"333\" referrerpolicy=\"no-referrer\"/></p><p><b>\"Big Short\" Burry makes another pessimistic forecast to suggest that the bottom of U.S. stocks has not yet arrived</b></p><p>Michael Burry, the prototype of the movie \"The Big Short,\" a well-known investor, said that the pain of U.S. stocks is not over yet.</p><p><b>\"We haven't bottomed out yet,\" he wrote on social media.</b></p><p>Burry mentioned the recent closure of two exchange-traded funds (ETFs) targeting special purpose acquisition companies (SPACs), which were popular with retail investors during the bull market during the pandemic. Both ETFs were created less than two years ago, and as the stock market tumbled, investors left them.</p><p>Burry also mentions the collapse of cryptocurrencies, influencer stocks, and SPACs, and also seems to link the market crashes of 2000 and 2008 to this year's market conditions.</p><p><img src=\"https://static.tigerbbs.com/8f66fd0f5c7475ec23e7e174f6526b8b\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. Consumers Expect Home Prices to Fall for First Time Since 2020</b></p><p>For the first time in two years, U.S. consumers expect home prices to fall over the next 12 months. The survey found that respondents expected home prices to fall by 0.4%, compared with a 1.9% rise expected in July.</p><p>Consumers also expect rental price growth to slow, with rents expected to fall by nearly two percentage points in the coming year, the biggest drop since the data was retroactive to 2010, according to the survey results released Wednesday.</p><p>The proportion of respondents who expect home prices to rise in the next 12 months fell from 39% to 33%, while the proportion of respondents who expect home prices to fall rose by 3 percentage points to 33%, the study noted.</p><p>\"The percentage of consumers who expect home prices to fall in the coming year rose sharply in August,\" said economist Doug Duncan. \"We have also observed a significant drop in consumers reporting high house prices as the main reason for a good time to sell, indicating that expectations of slowing or falling house prices are starting to negatively impact selling sentiment.\"</p><p><img src=\"https://static.tigerbbs.com/f77f45d2a09a06d76c288ab3a397db1e\" tg-width=\"550\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p><b>Sterling hits bear market as new prime minister starts to face more reality tests</b></p><p>The new British Prime Minister's honeymoon in the foreign exchange market is over.</p><p>Sterling rebounds from two-year lows on Tuesday as new Truss officer takes office; But the currency rally is fading as she faces a test in parliament on Wednesday. The pound returns to its downward trend this year and is on the brink of a bear market, which could trigger a bigger decline once it falls.</p><p>Investors have been dumping sterling assets in light of soaring inflation and the possibility of a recession in the UK. While Truss's proposed plan may help households get through the energy crisis, the government's pockets to pay their bills could create future problems for the market.</p><p>\"Leadership changes are usually good for the pound, especially when new deficit spending of up to £130bn is likely to be on the agenda. But the current crisis is different from recent years,\" says Nomura International strategist Jordan Rochester. Artificially lowering energy prices for consumers, he said, would ease the pressure on the Bank of England to impose a radical rate hike in the near future, but at the expense of the Government \"paying more\" and widening the UK's trade deficit.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/world/2022-09-08/doc-imqqsmrn8217519.shtml?finpagefr=p_115\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3b6314b5eb31af5a7fbf9c887e0eb055","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","BK4573":"虚拟现实","IVV":"标普500ETF-iShares","SDOW":"三倍做空道指30ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","DDM":"2倍做多道指ETF-ProShares","BK4512":"苹果概念","BK4527":"明星科技股","BK4501":"段永平概念",".DJI":"道琼斯","BK4553":"喜马拉雅资本持仓","QQQ":"纳指100ETF","SDS":"两倍做空标普500 ETF-ProShares","AAPL":"苹果","UDOW":"三倍做多道指30ETF-ProShares","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","OEF":"标普100指数ETF-iShares","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","QLD":"2倍做多纳斯达克100指数ETF-ProShares","OEX":"标普100","BK4505":"高瓴资本持仓","SPXU":"三倍做空标普500ETF-ProShares","DOG":"道指ETF-ProShares做空","UPRO":"三倍做多标普500ETF-ProShares","BK4515":"5G概念","BK4504":"桥水持仓","TQQQ":"纳指三倍做多ETF","BK4559":"巴菲特持仓","SSO":"2倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index","BK4579":"人工智能","BK4507":"流媒体概念","SPY":"标普500ETF","SH":"做空标普500-Proshares","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4170":"电脑硬件、储存设备及电脑周边","PSQ":"做空纳斯达克100指数ETF-ProShares","BK4574":"无人驾驶"},"source_url":"https://finance.sina.com.cn/world/2022-09-08/doc-imqqsmrn8217519.shtml?finpagefr=p_115","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2265916883","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、苹果正式发布iPhone 14系列 升级摄像头并新增卫星连接功能2、美联储褐皮书：美国经济增长前景疲软 通胀出现降温迹象3、美联储副主席：未来风险将变得更加双向 紧缩政策会坚持到通胀回落4、“大空头”Burry再做悲观预测 暗示美股底部还未到来5、美国消费者自2020年以来首次预计房价将下跌6、新首相开始面临更多现实考验，英镑迎来熊市行情苹果正式发布iPhone 14系列 升级摄像头并新增卫星连接功能苹果公司发布iPhone 14系列手机，这款旗舰产品对摄像头进行了升级，还加入紧急卫星通信救援功能。苹果首席执行官蒂姆·库克在演讲中表示，“我们不断挑战自我，提高标准，让它变得更好”。在周三名为Far Out的发布会上，苹果还宣布了新一系列的智能手表和耳机AirPods。标准版本的iPhone 14看起来与去年的iPhone 13相似，但新增了一个变化：苹果放弃了迷你版，增加了一个配备6.7英寸显示屏的型号。大部分iPhone升级功能将出现在高端的Pro系列。该系列的手机将包括一个4800万像素的摄像头和一个能够始终保持低耗电模式的屏幕，类似于最新版本的Apple Watch。例如，新手机上可以在屏幕其余区域关闭的情况下显示带有一些信息的小插件，例如天气、日历日程、股票行情。美联储褐皮书：美国经济增长前景疲软 通胀出现降温迹象美联储表示，美国经济增长前景疲软，未来一年势将进一步下滑，通胀显示出放缓迹象。美联储周三在褐皮书报告中表示，“经济增长前景总体上仍然疲软，联系人提到未来对6-12个月需求进一步走软的预期”。物价水平“仍然高企”，但9个辖区报告涨幅有所放缓。大多数受访者预计价格压力至少会持续到年底。所有地区的工资都在增长，尽管普遍有报告称增长速度放缓，薪资预期也在下降。自7月初以来，经济活动总体上没有变化，5个地区报告经济活动略微增长或温和增长，另外5个地区报告经济活动略有或温和放缓。未来经济增长前景总体上仍然疲弱，受访者指出，预期未来6至12个月需求将进一步走软。美联储副主席：未来风险将变得更加双向 紧缩政策会坚持到通胀回落美联储副主席布雷纳德表示，美联储必须将利率提高到限制性水平并维持住“一段时间”，其警告未来风险将变得更加双向。“我们会一直坚持到通胀回落，”布雷纳德周三在纽约的一个会议上表示。 “在一段时间内，货币政策需要变得具有限制性，以便让人们相信通胀率将朝目标水平下降。”布雷纳德没有透露本月晚些时候会议上其倾向的升息幅度，但她指出，在某些时候，随着货币政策的进一步收紧，风险将会增加。她表示，“紧缩周期的某个时刻，风险将变得更加双向，紧缩周期的快速性和全球性、及其对金融条件的影响不确定将干扰到需求状况，带来政策过度收紧的风险。”“大空头”Burry再做悲观预测 暗示美股底部还未到来电影《大空头》的原型，知名投资者Michael Burry表示，美股的痛苦尚未结束。他在社交媒体上写道，“我们还没有触底。”Burry提到了近日两家以特殊目的收购公司（SPAC）为投资对象的交易所交易基金（ETF）的关闭，此类投资产品在疫情期的牛市颇受散户欢迎。这两支ETF均创立不到两年，随着股市的下挫，投资者也离它们而去。Burry还提到了加密货币、网红股和SPAC的崩溃，似乎还把2000年和2008年的市场崩盘与今年的市况联系了起来。美国消费者自2020年以来首次预计房价将下跌美国消费者两年来首次预计未来12个月房价将下跌。调查发现，受访者预计房价将下跌0.4%，而7月份的预期为上涨1.9%。据周三发布的该调查结果，消费者还预计租金价格增速将放缓，预计未来一年租金将下降近两个百分点，为该数据追溯至2010年以来的最大降幅。研究报告指出，预计未来12个月房价将上涨的受访者比例从39%降至33%，而预计房价会下跌的受访者比例上升3个百分点至33%。“预计房价在未来一年将下跌的消费者比例在8月份大幅上升，”经济学家Doug Duncan说。“我们还观察到，报告高房价做为卖房好时机主要原因的消费者大幅下降，表明对房价放缓或下跌的预期开始对卖房情绪产生负面影响。”新首相开始面临更多现实考验，英镑迎来熊市行情英国新首相在外汇市场的蜜月期已经结束。随着特拉斯新官上任，英镑周二从两年低点反弹；但随着她周三面临议会的考验，汇率涨势正在消退。英镑重拾今年的下行趋势，处于熊市边缘，一旦失守，可能引发更大的跌势。鉴于通胀飙升以及英国经济衰退的可能性，投资者一直在抛售英镑资产。虽然特拉斯提出的计划可能会帮助家庭度过能源危机，但政府掏腰包来支付他们的账单可能会给市场带来未来的问题。“领导人更迭通常有利于英镑，尤其是当高达1300亿英镑的新赤字支出可能列入议程之际。但当前的危机与近些年的不同，”野村国际策略师Jordan Rochester表示。他说，人为降低消费者的能源价格，将减轻英国央行近期实施激进加息的压力，但代价是政府“付出更多代价”，扩大了英国的贸易逆差。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"SDS":0.6,"SSO":0.6,".IXIC":1,"DXD":0.6,"OEX":0.6,"SPY":1,"AAPL":1,"DDM":0.6,"OEF":0.6,".SPX":0.6,"DOG":0.6,"IVV":0.6,"SH":0.6,"UPRO":0.6,"TQQQ":0.6,"SQQQ":0.6,"UDOW":0.6,"QID":0.6,"ESmain":0.6,".DJI":1,"QLD":0.6,"SDOW":0.6,"PSQ":0.6,"NQmain":0.6,"SPXU":0.6,"QQQ":0.6}},"isVote":1,"tweetType":1,"viewCount":1356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9969578279,"gmtCreate":1668481766891,"gmtModify":1676538063847,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099483369818900","authorIdStr":"4099483369818900"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishBullbbbbb bling term long term long term long term long term long term godd good good good very gggg very strong and good good long stronger than you think you can be a good time to understand what time u take care and stay together for the last good story ghhggg b hb fje he hdje ej she sje djx ie jdns nddjd dje dje su j jjj js ddf oo dd g o o d s t c k","listText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishBullbbbbb bling term long term long term long term long term long term godd good good good very gggg very strong and good good long stronger than you think you can be a good time to understand what time u take care and stay together for the last good story ghhggg b hb fje he hdje ej she sje djx ie jdns nddjd dje dje su j jjj js ddf oo dd g o o d s t c k","text":"$TENCENT(00700)$ BullishBullishBullishBullishBullbbbbb bling term long term long term long term long term long term godd good good good very gggg very strong and good good long stronger than you think you can be a good time to understand what time u take care and stay together for the last good story ghhggg b hb fje he hdje ej she sje djx ie jdns nddjd dje dje su j jjj js ddf oo dd g o o d s t c k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":31,"commentSize":25,"repostSize":0,"link":"https://ttm.financial/post/9969578279","isVote":1,"tweetType":1,"viewCount":4365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095908872,"gmtCreate":1644796929365,"gmtModify":1676533961821,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099483369818900","authorIdStr":"4099483369818900"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095908872","repostId":"1128075445","repostType":4,"repost":{"id":"1128075445","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":1644793234,"share":"https://ttm.financial/m/news/1128075445?lang=en_US&edition=fundamental","pubTime":"2022-02-14 07:00","market":"sh","language":"zh","title":"Preview This Week: Fed Minutes Hit! Nvidia reports earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1128075445","media":"老虎资讯综合","summary":"摘要：本周美联储将公布1月会议纪要、恒生指数公司将宣布新的检讨结果；美国零售销售月率、美国初请失业金等数据出炉；$沃尔玛$、$英伟达$、$思科$等公司将公布财报业绩。事实上，美联储审查和决定联邦储备银行收取的预付利率和贴现率的闭门会议，本身就是美联储惯例的日程安排。","content":"<p><html><head></head><body><b>Abstract:</b>This week, the Federal Reserve will announce the minutes of the January meeting, and the Hang Seng Index Company will announce the new review results; Data such as monthly retail sales rate in the United States and initial unemployment claims in the United States were released;<a href=\"https://laohu8.com/S/WMT\">Walmart</a>、<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>、<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>And other companies will announce their financial results.<img src=\"https://static.tigerbbs.com/0fa23b5bea810b0bdd42a63f46561808\" tg-width=\"1878\" tg-height=\"2048\" referrerpolicy=\"no-referrer\"/></p><p><b><b>Monday Keywords:</b></b><b>Bullard, the Fed's voting committee this year, delivered a speech;</b><b><b>Meihua International IPO</b></b></p><p><b>Event aspect:</b>Pay attention to the interview with Bullard, the voting committee of the Federal Reserve this year, on CNBC, who will continue to speak publicly on the outlook for economic and monetary policy.</p><p><b>In respect of new shares:</b>Meihua International, a supplier of disposable medical devices, will be listed on Nasdaq.</p><p><b>Tuesday Keywords: U.S. PPI; The Federal Reserve Board of Governors meets behind closed doors; Roblox Earnings Report</b></p><p><img src=\"https://static.tigerbbs.com/1db19e146c99ea293f3299fbd0737680\" tg-width=\"535\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p><b>In terms of data:</b>Pay attention to the US PPI monthly rate. The overall PPI of the United States in December increased slightly by 0.2% compared with November, which was lower than the estimated 0.4% and far smaller than the 1.0% increase in November (revised figure); Compared with a year ago, the increase is still as high as 9.7%, slightly lower than the 9.8% increase in November and market estimates.</p><p><b>Event aspect:</b>The Federal Reserve Board of Governors met behind closed doors to review and decide on lending ratios and discount rates. Judging from past experience, there is nothing special about similar closed-door meetings of the Federal Reserve. In fact, the closed-door meetings of the Fed to review and decide on the upfront interest rates and discount rates charged by the Federal Reserve Bank are themselves customary schedules for the Fed.</p><p><b>In terms of financial report:</b>Roblox will release earnings after U.S. stocks.</p><p><b>Wednesday KEYWORDS: China CPI; US Retail Sales Monthly Rate; Nvidia, Cisco, Shopify Earnings</b></p><p><img src=\"https://static.tigerbbs.com/690706be7de6a57e27197d25d751ed6c\" tg-width=\"535\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p><b>In terms of data:</b>The National Bureau of Statistics will release January CPI data, and the United States will release the monthly rate of retail sales.</p><p>China's consumer price inflation is likely to slow in January, with year-on-year gains set to fall below 1% on the back of falling food prices. CPI is expected to rise 0.9% year-over-year in January, down from 1.5% in December 2021.</p><p>Retail sales in the United States plummeted 1.9% in December from November, the biggest decline in 10 months, highlighting worries about the spread of new variants and the impact of high inflation on consumer demand.</p><p><b>In terms of financial report:<a href=\"https://laohu8.com/S/KHC\">Kraft Heinz</a>、<a href=\"https://laohu8.com/S/HLT\">Hilton Hotel</a>Shopify will release earnings before the U.S. stock market; Nvidia and Cisco will release earnings after the U.S. stock market.</b></p><p><b>Thursday KEYWORDS: U.S. Initial Invitation; Federal Reserve FOMC releases minutes of monetary policy meeting; Walmart,</b><b>Roku</b><b>Financial Report</b></p><p><img src=\"https://static.tigerbbs.com/7c96e25d0b0d68f25d65f6fed0c25f61\" tg-width=\"535\" tg-height=\"212\" referrerpolicy=\"no-referrer\"/></p><p><b>In terms of data:</b>U.S. jobless claims fell for the third week in a row, indicating that the job market is recovering from the Omicron spread. Data released by the U.S. Department of Labor on Thursday showed 223,000 initial jobless claims for the week ending Feb. 5, down about 16,000 from the previous statistical week and down from economists' forecast of 230,000. There is still room for further declines in initial jobless claims.</p><p><b>Event aspect:</b>The Federal Reserve FOMC will also release minutes of the meeting. Markets will be watching closely for new insights from policymakers regarding the rate hike plan, the inflation outlook and balance sheet commentary.</p><p><b>In terms of financial report:</b>Walmart will release earnings before U.S. stocks market; Roku will release earnings after U.S. stocks.</p><p><b>Friday Keywords: Hang Seng Index Company Announces New Review Results; Huitongda Network Listing</b></p><p><img src=\"https://static.tigerbbs.com/1e183cc0b39f1e0bd40dc5ab69fc7b68\" tg-width=\"535\" tg-height=\"193\" referrerpolicy=\"no-referrer\"/></p><p><b>Event aspect:</b>Bullard, the Fed's voting committee this year, Evans, the 2023 voting committee, and Fed Governor Waller spoke on the outlook for the U.S. economy and monetary policy, respectively.</p><p>The Hang Seng Index Company will announce the results of the Hang Seng Index Series Review for the fourth quarter of 2021.</p><p><b>In respect of new shares:</b>Huitongda Network will be listed 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>Preview This Week: Fed Minutes Hit! Nvidia reports earnings</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\">\nPreview This Week: Fed Minutes Hit! Nvidia reports earnings\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\">2022-02-14 07:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Abstract:</b>This week, the Federal Reserve will announce the minutes of the January meeting, and the Hang Seng Index Company will announce the new review results; Data such as monthly retail sales rate in the United States and initial unemployment claims in the United States were released;<a href=\"https://laohu8.com/S/WMT\">Walmart</a>、<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>、<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>And other companies will announce their financial results.<img src=\"https://static.tigerbbs.com/0fa23b5bea810b0bdd42a63f46561808\" tg-width=\"1878\" tg-height=\"2048\" referrerpolicy=\"no-referrer\"/></p><p><b><b>Monday Keywords:</b></b><b>Bullard, the Fed's voting committee this year, delivered a speech;</b><b><b>Meihua International IPO</b></b></p><p><b>Event aspect:</b>Pay attention to the interview with Bullard, the voting committee of the Federal Reserve this year, on CNBC, who will continue to speak publicly on the outlook for economic and monetary policy.</p><p><b>In respect of new shares:</b>Meihua International, a supplier of disposable medical devices, will be listed on Nasdaq.</p><p><b>Tuesday Keywords: U.S. PPI; The Federal Reserve Board of Governors meets behind closed doors; Roblox Earnings Report</b></p><p><img src=\"https://static.tigerbbs.com/1db19e146c99ea293f3299fbd0737680\" tg-width=\"535\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p><b>In terms of data:</b>Pay attention to the US PPI monthly rate. The overall PPI of the United States in December increased slightly by 0.2% compared with November, which was lower than the estimated 0.4% and far smaller than the 1.0% increase in November (revised figure); Compared with a year ago, the increase is still as high as 9.7%, slightly lower than the 9.8% increase in November and market estimates.</p><p><b>Event aspect:</b>The Federal Reserve Board of Governors met behind closed doors to review and decide on lending ratios and discount rates. Judging from past experience, there is nothing special about similar closed-door meetings of the Federal Reserve. In fact, the closed-door meetings of the Fed to review and decide on the upfront interest rates and discount rates charged by the Federal Reserve Bank are themselves customary schedules for the Fed.</p><p><b>In terms of financial report:</b>Roblox will release earnings after U.S. stocks.</p><p><b>Wednesday KEYWORDS: China CPI; US Retail Sales Monthly Rate; Nvidia, Cisco, Shopify Earnings</b></p><p><img src=\"https://static.tigerbbs.com/690706be7de6a57e27197d25d751ed6c\" tg-width=\"535\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p><b>In terms of data:</b>The National Bureau of Statistics will release January CPI data, and the United States will release the monthly rate of retail sales.</p><p>China's consumer price inflation is likely to slow in January, with year-on-year gains set to fall below 1% on the back of falling food prices. CPI is expected to rise 0.9% year-over-year in January, down from 1.5% in December 2021.</p><p>Retail sales in the United States plummeted 1.9% in December from November, the biggest decline in 10 months, highlighting worries about the spread of new variants and the impact of high inflation on consumer demand.</p><p><b>In terms of financial report:<a href=\"https://laohu8.com/S/KHC\">Kraft Heinz</a>、<a href=\"https://laohu8.com/S/HLT\">Hilton Hotel</a>Shopify will release earnings before the U.S. stock market; Nvidia and Cisco will release earnings after the U.S. stock market.</b></p><p><b>Thursday KEYWORDS: U.S. Initial Invitation; Federal Reserve FOMC releases minutes of monetary policy meeting; Walmart,</b><b>Roku</b><b>Financial Report</b></p><p><img src=\"https://static.tigerbbs.com/7c96e25d0b0d68f25d65f6fed0c25f61\" tg-width=\"535\" tg-height=\"212\" referrerpolicy=\"no-referrer\"/></p><p><b>In terms of data:</b>U.S. jobless claims fell for the third week in a row, indicating that the job market is recovering from the Omicron spread. Data released by the U.S. Department of Labor on Thursday showed 223,000 initial jobless claims for the week ending Feb. 5, down about 16,000 from the previous statistical week and down from economists' forecast of 230,000. There is still room for further declines in initial jobless claims.</p><p><b>Event aspect:</b>The Federal Reserve FOMC will also release minutes of the meeting. Markets will be watching closely for new insights from policymakers regarding the rate hike plan, the inflation outlook and balance sheet commentary.</p><p><b>In terms of financial report:</b>Walmart will release earnings before U.S. stocks market; Roku will release earnings after U.S. stocks.</p><p><b>Friday Keywords: Hang Seng Index Company Announces New Review Results; Huitongda Network Listing</b></p><p><img src=\"https://static.tigerbbs.com/1e183cc0b39f1e0bd40dc5ab69fc7b68\" tg-width=\"535\" tg-height=\"193\" referrerpolicy=\"no-referrer\"/></p><p><b>Event aspect:</b>Bullard, the Fed's voting committee this year, Evans, the 2023 voting committee, and Fed Governor Waller spoke on the outlook for the U.S. economy and monetary policy, respectively.</p><p>The Hang Seng Index Company will announce the results of the Hang Seng Index Series Review for the fourth quarter of 2021.</p><p><b>In respect of new shares:</b>Huitongda Network will be listed in Hong Kong.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","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":"1128075445","content_text":"摘要：本周美联储将公布1月会议纪要、恒生指数公司将宣布新的检讨结果；美国零售销售月率、美国初请失业金等数据出炉；沃尔玛、英伟达、思科等公司将公布财报业绩。周一关键词：美联储今年票委布拉德发表讲话；美华国际IPO事件方面：重点留意美联储今年票委布拉德在CNBC上的采访，其将继续就经济和货币政策前景进行公开发言。新股方面：一次性医疗设备供应商美华国际将登陆纳斯达克。周二关键词：美国PPI；美联储理事会召开闭门会议；Roblox财报数据方面：关注美国PPI月率。美国12月整体PPI比11月小幅上升0.2%，低于预估的0.4%，更远小于11月时的1.0%升幅（修正后数字）；与一年前相比，升幅仍高达9.7%，比11月及市场预估的升幅9.8%微降。事件方面：美联储理事会召开闭门会议，审查并决定放贷比例和贴现率。从过往经历来看，美联储类似的闭门会议其实并没有任何的特殊之处。事实上，美联储审查和决定联邦储备银行收取的预付利率和贴现率的闭门会议，本身就是美联储惯例的日程安排。财报方面：Roblox将于美股盘后发布财报。周三关键词：中国CPI；美国零售销售月率；英伟达、思科、Shopify财报数据方面：国家统计局将公布1月份CPI数据、美国将公布零售销售月率。中国1月消费者价格通胀可能放缓，受食品价格下跌影响，同比涨幅将跌破1%。预计1月份CPI同比上涨0.9%，低于2021年12月的1.5%。美国12月零售额较11月骤减1.9％，创下10个月来最大降幅，凸显新变种病毒蔓延引发忧虑，和通胀居高不下冲击消费者需求。财报方面：卡夫亨氏、希尔顿酒店、Shopify将于美股盘前发布财报；英伟达、思科将于美股盘后发布财报。周四关键词：美国初请；美联储FOMC公布货币政策会议纪要；沃尔玛、Roku财报数据方面：美国初请失业金人数连续第三周下降，表明就业市场正从奥密克戎蔓延中恢复。美国劳工部周四公布的数据显示，截至2月5日的当周，首次申请失业救济人数为22.3万，较上一统计周减少约1.6万，低于经济学家预测的23万。初请失业金人数仍有进一步下降的空间。事件方面：美联储FOMC还将公布会议纪要。市场将密切关注决策者有关加息计划、通胀前景和资产负债表评论的新见解。财报方面：沃尔玛将于美股盘前发布财报；Roku将于美股盘后发布财报。周五关键词：恒生指数公司宣布新的检讨结果；汇通达网络上市事件方面：美联储今年票委布拉德、2023年票委埃文斯和美联储理事沃勒分别就美国经济和货币政策前景发表讲话。恒生指数公司将公布2021年第四季度之恒生指数系列检讨结果。新股方面：汇通达网络将赴港上市。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098383483,"gmtCreate":1644025214743,"gmtModify":1676533882897,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099483369818900","authorIdStr":"4099483369818900"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098383483","repostId":"1173208136","repostType":4,"isVote":1,"tweetType":1,"viewCount":1806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930496839,"gmtCreate":1661991634723,"gmtModify":1676536618726,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099483369818900","authorIdStr":"4099483369818900"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9930496839","repostId":"1146218031","repostType":2,"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031501814,"gmtCreate":1646610899378,"gmtModify":1676534142523,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099483369818900","authorIdStr":"4099483369818900"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031501814","repostId":"2217323494","repostType":4,"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094108812,"gmtCreate":1645071705821,"gmtModify":1676533994361,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099483369818900","authorIdStr":"4099483369818900"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094108812","repostId":"1158291588","repostType":2,"repost":{"id":"1158291588","kind":"news","pubTimestamp":1645069276,"share":"https://ttm.financial/m/news/1158291588?lang=en_US&edition=fundamental","pubTime":"2022-02-17 11:41","market":"us","language":"zh","title":"Viewpoint | Whether Hong Kong stocks are extremely prosperous, an investment opportunity that can't be missed in the spring market","url":"https://stock-news.laohu8.com/highlight/detail?id=1158291588","media":"安信国际 ","summary":"展望2022，大市可望展开升浪。安信国际建议加息周期看好金融，对冲通胀关注石油、金属及其他原材料，长线看好互联网龙头、电新环保、汽车及新能源汽车链，交易性机会看好国企地产、教育。2022年2月15日-","content":"<p><html><head></head><body>Looking forward to 2022, the market is expected to start rising waves. Anxin International suggests that rate hike cycle is optimistic about finance, hedge inflation pays attention to oil, metals and other raw materials, long-term Internet leader, electric new environmental protection, automobile and new energy vehicle chain, and trading opportunities are optimistic about state-owned enterprise real estate and education. From February 15 to February 16, 2022, Essence International held the [2022 Spring Online Strategy Meeting-No Jishengtai]. The following is a summary of the main investment views of the strategy meeting:</p><p>Looking forward to 2022, the market is expected to start rising waves. Anxin International suggests that rate hike cycle is optimistic about finance, hedge inflation pays attention to oil, metals and other raw materials, long-term Internet leader, electric new environmental protection, automobile and new energy vehicle chain, and trading opportunities are optimistic about state-owned enterprise real estate and education.</p><p>Hong Kong Stock Strategy: No Jishengtai</p><p>Hong Kong stocks have been suppressed by negative news and emotions in the past three years, and have suffered from the selling pressure of capital withdrawal. The stock price has reflected a lot of negative news. At present, the market is in the warming stage expected by the rate hike, and it is expected that U.S. stocks still need to be adjusted, which will have an impact on Hong Kong stocks. From the recent remarks of Fed officials, we think that the Fed will only frequently rate hike 25 pips, and will not add 50 pips. When the market fully expects the rate hike, and the stock market has a certain adjustment, the market is expected to rise.</p><p><b>Catalytic factors of bear-to-cattle conversion</b></p><p>1. China continues to pursue its easing policy; 2. The impact of the epidemic on the supply chain has ebbed; 3. The orderly rate hike of the Federal Reserve is unfolding; 4. Corporate profit growth turned positive.</p><p><b>Focus on Sectors</b></p><p>rate hike Cycle Bullish<b>Financials</b>, including<b>Insurance, securities firms, Hong Kong banks</b></p><p>Hedging against inflation:<b>petroleum</b>、<b>Metal</b>And<b>Other raw materials</b></p><p>Long-term optimism on the plate, bargain-hunting absorption:<b>Internet Leader, Dianxin Environmental Protection, Automobile</b>And<b>New energy vehicle chain</b></p><p>Trading Opportunities:<b>State-owned real estate, education</b></p><p><b>Risk warning</b></p><p>1. The risk of a sharp crash in U.S. stocks; 2. The epidemic situation exceeded expectations; 3. Inflation exceeds expectations; Fed enterprising rate hike.</p><p>Investment Strategy of Real Estate Industry<b>Surviving is king</b></p><p>Since the second half of last year, debt default events of housing enterprises have occurred frequently, including Evergrande, Fantasia,<a href=\"https://laohu8.com/S/600340\">China Fortune Land Development</a>, Blu-ray, Xinli, Sunshine 100, Tahoe,<a href=\"https://laohu8.com/S/00618\">Peking University Resources</a>Oceanwide, etc. Housing enterprises exploded the confidence of buyers, and the medium-and long-term loans of households continued to be weak. Financial institutions lend prudently, which gradually evolves into a cycle.</p><p>In the consideration of trying to avoid systemic risks, coupled with the weakening of economic data, the real estate regulation policy should bottom out. The central bank released the voice of stabilizing the market, referring to the controllable spillover of Evergrande's risks to the financial industry, and asked commercial banks to avoid concentrating and quickly tightening real estate credit. For properties that meet the pre-sale conditions, banks should also issue mortgage loans to individual customers.</p><p>At the same time, it is also pointed out that the supervision of pre-sale funds of national commercial housing should be unified, and the cash flow of housing enterprises will be improved.</p><p>However, it takes time for the policy to be transmitted to the real estate market, and there is uncertainty in it. Considering that state-owned enterprises, large real estate enterprises, real estate enterprises with strong rents and sustainable cash flows, such as<b><a href=\"https://laohu8.com/S/01109.HK\">China Resources Land</a>、<a href=\"https://laohu8.com/S/00960.HK\">LONGFOR GROUP</a>、<a href=\"https://laohu8.com/S/00688.HK\">CHINA OVERSEAS LIMITED</a>、<a href=\"https://laohu8.com/S/02202.HK\">Vanke Enterprises</a></b>etc., it is still better to allocate targets to enjoy the dividends brought by policy relaxation.</p><p>Investors may also consider SOEs with higher valuation discounts, such as<b><a href=\"https://laohu8.com/S/01908.HK\">C&D International Group</a>、<a href=\"https://laohu8.com/S/00817.HK\">China Jinmao</a>、<a href=\"https://laohu8.com/S/00081.HK\">COLI GRAND OCEAN GROUP</a></b>Etc.</p><p><b>The Age of Black Iron Comes</b></p><p>In the long run, housing for living is still the main adjustment, and the policy of leveraging the real estate industry, relying too much on real estate and financial attributes remains unchanged. For local governments to rely too much on land finance, it is imperative to speed up real estate tax. Recently, President Xi mentioned in Qiushi magazine that \"we should actively and steadily promote the legislation and reform of real estate tax and do a good job in pilot work\".</p><p>When the short-term liquidity risk is lifted, it will return to the basic point, comparing the financing, land acquisition, execution and other factors of housing enterprises, as well as the competitiveness of housing enterprises' products, including after-sales property management services.</p><p>The industry continues to integrate and accelerate integration, and state-owned enterprises and head housing enterprises are still more worthy of attention. Accelerate the integration of downstream property management industry. Although the growth potential of property management is higher than that of real estate, it will be difficult for property management and other derivative asset-light businesses to develop without the support of the real estate industry. Therefore, at an important moment, housing companies will choose to sell their property management business in order to continue their lives.</p><p>follow<b><a href=\"https://laohu8.com/S/06098.HK\">Country Garden Services</a>、<a href=\"https://laohu8.com/S/01209.HK\">CR Vientiane Life</a></b>Wait for the trading opportunities of the head property management company.</p><p>TMT Industry: Internet Sector Investment Strategy<b>The core influence factor still lies in policy supervision</b></p><p>Strict supervision of the Internet industry is expected to become the norm in the future. At present, it mainly focuses on three aspects: strict supervision of the anti-monopoly policy of leading enterprises on merchants/consumers, protection of the healthy growth of teenagers, and protection of consumers' personal privacy and data.</p><p>Over the past twelve months, the Hang Seng Technology Index fell by 46.2%, while the Wind Internet Index, E-Commerce Index and Mobile Game Index fell by 34.1%, 42.6% and 35.4% respectively, which was more oversold than the 17.5% decline in the Hang Seng Index during the period.</p><p><a href=\"https://laohu8.com/S/00700\">Tencent</a>Decreased by about 30%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Meituan fell by about 50%, and the valuation level was lowered to the historical bottom range.</p><p><b>Release of game version numbers is less than expected</b></p><p>After the introduction of the new regulations on the protection of minors in August, major game companies have rectified one after another, and the issuance of version numbers has also entered a suspension period. However, the contribution of teenagers to the industry is low, generally less than 1%; In addition, the suspension of the distribution of game version numbers is conducive to the distribution of new tours of head manufacturers, such as Tencent's online \"League of Legends Mobile Game\",<a href=\"https://laohu8.com/S/NTES\">Netease</a>Go online with Harry Potter Magic Awakens.</p><p><b>Q4 Expected QoQ Improvement</b></p><p>In Q4, there is \"Double Eleven\" of e-commerce, and with the anti-monopoly background of major platforms and the blessing of live broadcast, the trend of e-commerce in Q4 is expected to improve from the previous month.</p><p><b>Core Focus Target</b></p><p>Game section:<b><a href=\"https://laohu8.com/S/00700.HK\">Tencent Holdings</a>、<a href=\"https://laohu8.com/S/09999.HK\">Netease-S</a></b></p><p>E-commerce:<b><a href=\"https://laohu8.com/S/09988.HK\">Alibaba-SW</a>、<a href=\"https://laohu8.com/S/09618.HK\">JD Group-SW</a></b></p><p>TMT Industry: Consumer Electronics & Semiconductor Sector Investment Strategy<b>Optical track</b></p><p><a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Mobile phones have entered the stock competition, and various manufacturers have created differentiation in hardware. Optics pays more attention to consumers, which has become the main battlefield of competition, including two main upgrade directions: pixel upgrade and lens structure upgrade; Optics has a broad incremental market in the vehicle field; VR/AR: Since 2019, with the iteration of optical technology, network environment upgrade, product experience upgrade and cost performance improvement, and the launch of popular VR content, the VR/AR industry has achieved growth again.</p><p>Benefiting from the stay-at-home economy, the gradual improvement of product ecology and the reduction of product prices, AR/VR shipments are expected to achieve rapid growth in 2021. According to IDC's forecast, global VR shipments will reach 8.37 million units in 2021, with a year-on-year growth rate of 50.8%; AR shipments reached 580,000 units, up 99.9% year-on-year;</p><p><b>LiDAR</b></p><p>According to the forecast of third parties such as Yole, the volume of lidar will accelerate in the next 5-10 years. It is estimated that the global shipment of lidar is expected to reach about 6.6 million and 79.34 million in 2025 and 2030, respectively, of which China will ship about 2.92 million and 31.54 million respectively.</p><p><b>Core Focus Target</b></p><p>Consumer Electronics:<b><a href=\"https://laohu8.com/S/02382.HK\">Sunny Optical Technology</a>、<a href=\"https://laohu8.com/S/01810.HK\">Xiaomi Group-W</a>、<a href=\"https://laohu8.com/S/00285.HK\">BYD Electronics</a>、<a href=\"https://laohu8.com/S/01478.HK\">Qiu Ti Technology</a>、<a href=\"https://laohu8.com/S/02018.HK\">AAC Technologies</a></b></p><p>Semiconductor:<b><a href=\"https://laohu8.com/S/00981.HK\">SMIC</a>、<a href=\"https://laohu8.com/S/01347.HK\">Huahong Semiconductor</a>、<a href=\"https://laohu8.com/S/01385.HK\">Shanghai Fudan</a>、<a href=\"https://laohu8.com/S/02878.HK\">Gate semiconductor</a></b></p><p>TMT Industry: Communications Sector Investment Strategy</p><p>2020-2022 is the peak period for 5G investment and capital expenditure by operators, as well as the peak period for 5G base station construction. For upstream equipment enterprises in the communication industry, 2022 is a year to realize their performance. Looking back in 2022, the slowdown or even decline of the growth rate of operators' capital expenditure will significantly affect the income and profits of upstream equipment and parts enterprises.</p><p>At the peak of the current 5G investment cycle, we do not recommend that investors continue to pay attention to the equipment sector. The beta market of the industry and the alpha market of individual stocks are difficult to appear.</p><p>On the other hand, we have seen that operators are very restrained in 5G investment and capital expenditure, and the whole industry has shifted to \"high-quality development\". At the fundamental level, the general logic of ARPU improvement, revenue and profit margin improvement is smooth.</p><p>From the market point of view, the current valuation of several operators is still at a low level, and the Dividend rate is attractive. The recent policy of continuous announcement of repurchase or increase of holdings by major shareholders has also boosted market confidence. We remain bullish on the carrier industry's share price performance in 2022.</p><p><b>Core Focus Target<a href=\"https://laohu8.com/S/00941.HK\">China Mobile</a>、<a href=\"https://laohu8.com/S/00728.HK\">China Telecom</a>。</b>Automotive industry: electric cars are the first half, smart cars are the second half</p><p>The industry continued to improve. In 2021, the sales volume of passenger cars in China was 21.3 million units, representing a year-on-year increase of 7.5%, and the industry is expected to grow by about 10% in 2022. In 2021, the sales volume of new energy vehicles was 3.31 million units, an increase of 180%. It is expected to sell 5 million units in 22 years, an increase of more than 50%.</p><p>The rise of independent brands is unstoppable. Independent brands are emerging through new brands, new technologies and new products, rather than relying on policies. In 2021, their market share reached 44%, and I believe that they will continue to make breakthroughs in the future. In the spare parts industry, intelligence will promote the automobile supply chain to span many fields, with the assembly of old and new giants, and the smart vehicle will have a stronger supply chain, bringing various development opportunities to the upstream.</p><p><b>Core Focus Target</b></p><p>Full vehicle<b>：<a href=\"https://laohu8.com/S/00175.HK\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/02333.HK\">Great Wall Motors</a>、<a href=\"https://laohu8.com/S/01211.HK\">BYD Shares</a>、<a href=\"https://laohu8.com/S/09868.HK\">XPeng Motors-W</a>、<a href=\"https://laohu8.com/S/02015.HK\">Li Auto-W.</a></b></p><p>Spare parts:<b><a href=\"https://laohu8.com/S/00425.HK\">Minth Group</a>、<a href=\"https://laohu8.com/S/03606.HK\">Fuyao Glass</a>、<a href=\"https://laohu8.com/S/01316.HK\">Nexteer</a>、<a href=\"https://laohu8.com/S/00732.HK\">Truly International</a></b></p><p>Textile and apparel industry: Beijing Winter Olympics attracts much attention, boosting the rapid development of ice and snow industry<b>Development Status of Ice and Snow Industry in China</b></p><p>China's ice and snow industry started late and has developed rapidly in recent years. Ice and snow sports belong to the middle and high-end consumption. With the upgrading of consumption, more and more people participate in ice and snow sports. Observing the gap with developed countries, there is still a large room for development in China's market. I believe that with the holding of the Winter Olympics, China's ice and snow industry will accelerate its development.</p><p>The state has vigorously developed ice and snow-related industries and introduced a number of policies to encourage the development of ice and snow industry. It is planned that the scale of ice and snow industry will exceed one trillion by 2025. In addition, the holding of the Winter Olympics has further increased the attention of ice and snow sports, setting off the rise of the \"white economy\"</p><p><b>Other Positive Factors</b></p><p>Under the \"double reduction\" policy, quality education will be paid more attention, and it is believed that the proportion of physical education test scores will be increasing in the future, which will help the development of the sports industry.</p><p><b>RECOMMENDATION OF RELATED</b></p><p><b><a href=\"https://laohu8.com/S/02020.HK\">ANTA Sports</a></b>: Many of its brands are deployed in the ice and snow industry. As partners of the Winter Olympics, the exposure rate has been greatly increased recently, the valuation has dropped, and the cost performance has improved;</p><p><b><a href=\"https://laohu8.com/S/02331.HK\">Li Ning</a></b>: Guochao represents the brand, going from domestic to international. After the cotton incident, the sales volume exploded in a short time. Although the valuation is high, it is supported by performance growth;</p><p><b><a href=\"https://laohu8.com/S/01368.HK\">Xtep International</a></b>: Running business + sub-brands will drive the overall performance growth, and Hillhouse's capital injection will bring more channel resources and retail experience, which will contribute to the layout of multi-brand business;</p><p><b><a href=\"https://laohu8.com/S/01361.HK\">361 degrees</a></b>: The official partner of Hangzhou Asian Games, continued to research and develop running products, launched more IP co-branding, and the children's business developed rapidly with low valuation, which may be expected to return to Hong Kong Stock Connect in the future;</p><p><b><a href=\"https://laohu8.com/S/03998.HK\">Bosideng</a></b>: Domestic down jacket giant, outdoor + business efforts in many aspects, products are gradually high-end, and it is also a beneficiary enterprise of the development of ice and snow industry.</p><p>Pharmaceutical Industry: Investment Strategies<b>Innovative drugs</b></p><p>Judging from the voting results of this Cinda ODAC meeting, the overseas listing application of sintilimab has made a good attempt for innovative drugs to go overseas, and has accumulated valuable experience for going overseas since then. From the market perspective, the early capital market has fully released the risk of going overseas. We believe that we should not continue to be pessimistic about innovative drugs at present.</p><p>In the long run, innovation in the pharmaceutical industry is still the main theme. It is recommended to closely track the progress of overseas clinical trials of related enterprises, pay attention to the R&D expense ratio of enterprises, and pay attention to the overseas market space of related potential varieties.<b><a href=\"https://laohu8.com/S/01801.HK\">Innovent Biologics</a>、<a href=\"https://laohu8.com/S/09926.HK\">Kangfang Bio-B</a></b>Etc.</p><p><b>Devices</b></p><p>In the short term, due to the pessimistic expectation of the market for centralized procurement of devices, the performance of device-related targets is relatively sluggish. In the long term, there are many sub-tracks in the device sector, including molecular diagnosis and minimally invasive<a href=\"https://laohu8.com/S/300024\">Robot</a>Sub-tracks have huge potential, and leading enterprises and innovative enterprises have barriers.</p><p>It is recommended to pay attention to the high-quality targets of robot track<b><a href=\"https://laohu8.com/S/02252.HK\">Minimally Invasive Robot-B</a></b>and cancer early screening targets<b><a href=\"https://laohu8.com/S/06606.HK\">NovoHealth-B</a></b>Ophthalmic AI screening high-quality targets<b><a href=\"https://laohu8.com/S/02251.HK\">Eagle Eye Technology-B</a></b>。</p><p><b>Medical services</b></p><p>The penetration rate of medical services is low, and the future growth prospects of related demand are broad. It is recommended to pay attention to the target of oncology medical services<b><a href=\"https://laohu8.com/S/06078.HK\">Hygeia Medical</a></b>The first hair transplant stock in Hong Kong<b><a href=\"https://laohu8.com/S/02279.HK\">Yonghe Medical</a></b>Etc.</p><p><b>CXO</b></p><p>Although this time, the U.S. Department of Commerce's Bureau of Industry and Security updated the Unverified List (UVL), announcing the inclusion of<a href=\"https://laohu8.com/S/02269\">WuXi Biologics</a>Thirty-three Chinese entities, including two subsidiaries in Shanghai and Wuxi, triggered an initiative including<a href=\"https://laohu8.com/S/WX\">WuXi AppTec</a>The overall correction of the CXO sector including WuXi Biologics and WuXi Biologics. However, the domestic R&D service outsourcing industry chain has a global competitive advantage, benefiting from the growth of downstream demand at home and abroad, and the high prosperity of the industry can be sustained.</p><p>Recommend integrated industry leaders<b><a href=\"https://laohu8.com/S/02359.HK\">WuXi AppTec</a>、<a href=\"https://laohu8.com/S/03759.HK\">Pharmaron Chemical</a>，<a href=\"https://laohu8.com/S/02269.HK\">WuXi Biologics</a></b>。 Upstream equipment supply target<b><a href=\"https://laohu8.com/S/02155.HK\">Morimatsu International</a></b>Etc.</p><p><b>Vaccines and COVID-19 therapeutics</b></p><p>The epidemic cycle exceeded expectations, resulting in a large demand for epidemic prevention. Vaccine Recommendations Concerns<b><a href=\"https://laohu8.com/S/06185.HK\">CanSino Bio-B</a>、<a href=\"https://laohu8.com/S/02197.HK\">Clover Bio-B</a></b>, COVID-19 therapeutic drugs recommend attention<b><a href=\"https://laohu8.com/S/01877.HK\">Junshi Biotech</a>。</b></p><p>New energy industry: medium-and long-term deterministic growth opportunities under the background of carbon neutrality<b>NEW ENERGY POWER OPERATOR</b></p><p>China is promoting the transformation of its energy structure, and the proportion of non-fossil energy in primary energy consumption is expected to reach about 20% in 2025 and 25% in 2030. In 2025, wind power and photovoltaic power generation in China will account for 16.5% of social electricity consumption. We estimate that during the \"14th Five-Year Plan\" period, China's average annual installed wind power capacity will exceed 45GW, and the average annual installed photovoltaic capacity will be 60GW.</p><p>Establish a national unified power market to promote the consumption of new energy; Promote green electricity market transactions and reflect green electricity premium; The national carbon trading emissions market was launched, and CCER approval is expected to restart; Photovoltaic county-wide promotion; Wind power to rural areas and renovation of old wind farms with high-quality wind resources.</p><p>Recommended target</p><p><b><a href=\"https://laohu8.com/S/00916.HK\">Longyuan Electric Power</a></b>: It belongs to the National Energy Group, the world's largest wind power operator, a high-quality wind resource project, with a new energy installed capacity of 30GW under the 14th Five-Year Plan, and A + H listing;</p><p><b><a href=\"https://laohu8.com/S/00836.HK\">China Resources Power</a></b>: High-quality thermal power assets, increasing investment in new energy, with the installed capacity of new energy accounting for 1/3, and the installed capacity of new energy under the 14th Five-Year Plan is 40GW.</p><p><b>Natural gas</b></p><p>Under the guidance of the dual carbon target, the proportion of natural gas consumption in fossil energy is expected to further increase due to its clean attribute. Annual Report 2021<a href=\"https://laohu8.com/S/00931\">China Natural Gas</a>Apparent consumption was 372.6 billion cubic meters, representing a year-on-year increase of 12.7%, achieving rapid growth.</p><p>According to the China Natural Gas Development Report (2021), China's natural gas consumption will reach 430-450 billion cubic meters by 2025, and the consumption scale will reach 550-600 billion cubic meters by 2030. It is expected that China's natural gas consumption will still grow steadily in the next decade, with a CAGR of 6%.</p><p>Facing the future, City Gas Company transforms and develops into the integrated energy field, recommended<b><a href=\"https://laohu8.com/S/01600.HK\">Tian Lun Gas</a>，<a href=\"https://laohu8.com/S/00956.HK\">Suntian Green Energy</a></b>。</p><p></body></html></p>","source":"axgj","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>Viewpoint | Whether Hong Kong stocks are extremely prosperous, an investment opportunity that can't be missed in the spring market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nViewpoint | Whether Hong Kong stocks are extremely prosperous, an investment opportunity that can't be missed in the spring market\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">安信国际 </strong><span class=\"h-time small\">2022-02-17 11:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Looking forward to 2022, the market is expected to start rising waves. Anxin International suggests that rate hike cycle is optimistic about finance, hedge inflation pays attention to oil, metals and other raw materials, long-term Internet leader, electric new environmental protection, automobile and new energy vehicle chain, and trading opportunities are optimistic about state-owned enterprise real estate and education. From February 15 to February 16, 2022, Essence International held the [2022 Spring Online Strategy Meeting-No Jishengtai]. The following is a summary of the main investment views of the strategy meeting:</p><p>Looking forward to 2022, the market is expected to start rising waves. Anxin International suggests that rate hike cycle is optimistic about finance, hedge inflation pays attention to oil, metals and other raw materials, long-term Internet leader, electric new environmental protection, automobile and new energy vehicle chain, and trading opportunities are optimistic about state-owned enterprise real estate and education.</p><p>Hong Kong Stock Strategy: No Jishengtai</p><p>Hong Kong stocks have been suppressed by negative news and emotions in the past three years, and have suffered from the selling pressure of capital withdrawal. The stock price has reflected a lot of negative news. At present, the market is in the warming stage expected by the rate hike, and it is expected that U.S. stocks still need to be adjusted, which will have an impact on Hong Kong stocks. From the recent remarks of Fed officials, we think that the Fed will only frequently rate hike 25 pips, and will not add 50 pips. When the market fully expects the rate hike, and the stock market has a certain adjustment, the market is expected to rise.</p><p><b>Catalytic factors of bear-to-cattle conversion</b></p><p>1. China continues to pursue its easing policy; 2. The impact of the epidemic on the supply chain has ebbed; 3. The orderly rate hike of the Federal Reserve is unfolding; 4. Corporate profit growth turned positive.</p><p><b>Focus on Sectors</b></p><p>rate hike Cycle Bullish<b>Financials</b>, including<b>Insurance, securities firms, Hong Kong banks</b></p><p>Hedging against inflation:<b>petroleum</b>、<b>Metal</b>And<b>Other raw materials</b></p><p>Long-term optimism on the plate, bargain-hunting absorption:<b>Internet Leader, Dianxin Environmental Protection, Automobile</b>And<b>New energy vehicle chain</b></p><p>Trading Opportunities:<b>State-owned real estate, education</b></p><p><b>Risk warning</b></p><p>1. The risk of a sharp crash in U.S. stocks; 2. The epidemic situation exceeded expectations; 3. Inflation exceeds expectations; Fed enterprising rate hike.</p><p>Investment Strategy of Real Estate Industry<b>Surviving is king</b></p><p>Since the second half of last year, debt default events of housing enterprises have occurred frequently, including Evergrande, Fantasia,<a href=\"https://laohu8.com/S/600340\">China Fortune Land Development</a>, Blu-ray, Xinli, Sunshine 100, Tahoe,<a href=\"https://laohu8.com/S/00618\">Peking University Resources</a>Oceanwide, etc. Housing enterprises exploded the confidence of buyers, and the medium-and long-term loans of households continued to be weak. Financial institutions lend prudently, which gradually evolves into a cycle.</p><p>In the consideration of trying to avoid systemic risks, coupled with the weakening of economic data, the real estate regulation policy should bottom out. The central bank released the voice of stabilizing the market, referring to the controllable spillover of Evergrande's risks to the financial industry, and asked commercial banks to avoid concentrating and quickly tightening real estate credit. For properties that meet the pre-sale conditions, banks should also issue mortgage loans to individual customers.</p><p>At the same time, it is also pointed out that the supervision of pre-sale funds of national commercial housing should be unified, and the cash flow of housing enterprises will be improved.</p><p>However, it takes time for the policy to be transmitted to the real estate market, and there is uncertainty in it. Considering that state-owned enterprises, large real estate enterprises, real estate enterprises with strong rents and sustainable cash flows, such as<b><a href=\"https://laohu8.com/S/01109.HK\">China Resources Land</a>、<a href=\"https://laohu8.com/S/00960.HK\">LONGFOR GROUP</a>、<a href=\"https://laohu8.com/S/00688.HK\">CHINA OVERSEAS LIMITED</a>、<a href=\"https://laohu8.com/S/02202.HK\">Vanke Enterprises</a></b>etc., it is still better to allocate targets to enjoy the dividends brought by policy relaxation.</p><p>Investors may also consider SOEs with higher valuation discounts, such as<b><a href=\"https://laohu8.com/S/01908.HK\">C&D International Group</a>、<a href=\"https://laohu8.com/S/00817.HK\">China Jinmao</a>、<a href=\"https://laohu8.com/S/00081.HK\">COLI GRAND OCEAN GROUP</a></b>Etc.</p><p><b>The Age of Black Iron Comes</b></p><p>In the long run, housing for living is still the main adjustment, and the policy of leveraging the real estate industry, relying too much on real estate and financial attributes remains unchanged. For local governments to rely too much on land finance, it is imperative to speed up real estate tax. Recently, President Xi mentioned in Qiushi magazine that \"we should actively and steadily promote the legislation and reform of real estate tax and do a good job in pilot work\".</p><p>When the short-term liquidity risk is lifted, it will return to the basic point, comparing the financing, land acquisition, execution and other factors of housing enterprises, as well as the competitiveness of housing enterprises' products, including after-sales property management services.</p><p>The industry continues to integrate and accelerate integration, and state-owned enterprises and head housing enterprises are still more worthy of attention. Accelerate the integration of downstream property management industry. Although the growth potential of property management is higher than that of real estate, it will be difficult for property management and other derivative asset-light businesses to develop without the support of the real estate industry. Therefore, at an important moment, housing companies will choose to sell their property management business in order to continue their lives.</p><p>follow<b><a href=\"https://laohu8.com/S/06098.HK\">Country Garden Services</a>、<a href=\"https://laohu8.com/S/01209.HK\">CR Vientiane Life</a></b>Wait for the trading opportunities of the head property management company.</p><p>TMT Industry: Internet Sector Investment Strategy<b>The core influence factor still lies in policy supervision</b></p><p>Strict supervision of the Internet industry is expected to become the norm in the future. At present, it mainly focuses on three aspects: strict supervision of the anti-monopoly policy of leading enterprises on merchants/consumers, protection of the healthy growth of teenagers, and protection of consumers' personal privacy and data.</p><p>Over the past twelve months, the Hang Seng Technology Index fell by 46.2%, while the Wind Internet Index, E-Commerce Index and Mobile Game Index fell by 34.1%, 42.6% and 35.4% respectively, which was more oversold than the 17.5% decline in the Hang Seng Index during the period.</p><p><a href=\"https://laohu8.com/S/00700\">Tencent</a>Decreased by about 30%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Meituan fell by about 50%, and the valuation level was lowered to the historical bottom range.</p><p><b>Release of game version numbers is less than expected</b></p><p>After the introduction of the new regulations on the protection of minors in August, major game companies have rectified one after another, and the issuance of version numbers has also entered a suspension period. However, the contribution of teenagers to the industry is low, generally less than 1%; In addition, the suspension of the distribution of game version numbers is conducive to the distribution of new tours of head manufacturers, such as Tencent's online \"League of Legends Mobile Game\",<a href=\"https://laohu8.com/S/NTES\">Netease</a>Go online with Harry Potter Magic Awakens.</p><p><b>Q4 Expected QoQ Improvement</b></p><p>In Q4, there is \"Double Eleven\" of e-commerce, and with the anti-monopoly background of major platforms and the blessing of live broadcast, the trend of e-commerce in Q4 is expected to improve from the previous month.</p><p><b>Core Focus Target</b></p><p>Game section:<b><a href=\"https://laohu8.com/S/00700.HK\">Tencent Holdings</a>、<a href=\"https://laohu8.com/S/09999.HK\">Netease-S</a></b></p><p>E-commerce:<b><a href=\"https://laohu8.com/S/09988.HK\">Alibaba-SW</a>、<a href=\"https://laohu8.com/S/09618.HK\">JD Group-SW</a></b></p><p>TMT Industry: Consumer Electronics & Semiconductor Sector Investment Strategy<b>Optical track</b></p><p><a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Mobile phones have entered the stock competition, and various manufacturers have created differentiation in hardware. Optics pays more attention to consumers, which has become the main battlefield of competition, including two main upgrade directions: pixel upgrade and lens structure upgrade; Optics has a broad incremental market in the vehicle field; VR/AR: Since 2019, with the iteration of optical technology, network environment upgrade, product experience upgrade and cost performance improvement, and the launch of popular VR content, the VR/AR industry has achieved growth again.</p><p>Benefiting from the stay-at-home economy, the gradual improvement of product ecology and the reduction of product prices, AR/VR shipments are expected to achieve rapid growth in 2021. According to IDC's forecast, global VR shipments will reach 8.37 million units in 2021, with a year-on-year growth rate of 50.8%; AR shipments reached 580,000 units, up 99.9% year-on-year;</p><p><b>LiDAR</b></p><p>According to the forecast of third parties such as Yole, the volume of lidar will accelerate in the next 5-10 years. It is estimated that the global shipment of lidar is expected to reach about 6.6 million and 79.34 million in 2025 and 2030, respectively, of which China will ship about 2.92 million and 31.54 million respectively.</p><p><b>Core Focus Target</b></p><p>Consumer Electronics:<b><a href=\"https://laohu8.com/S/02382.HK\">Sunny Optical Technology</a>、<a href=\"https://laohu8.com/S/01810.HK\">Xiaomi Group-W</a>、<a href=\"https://laohu8.com/S/00285.HK\">BYD Electronics</a>、<a href=\"https://laohu8.com/S/01478.HK\">Qiu Ti Technology</a>、<a href=\"https://laohu8.com/S/02018.HK\">AAC Technologies</a></b></p><p>Semiconductor:<b><a href=\"https://laohu8.com/S/00981.HK\">SMIC</a>、<a href=\"https://laohu8.com/S/01347.HK\">Huahong Semiconductor</a>、<a href=\"https://laohu8.com/S/01385.HK\">Shanghai Fudan</a>、<a href=\"https://laohu8.com/S/02878.HK\">Gate semiconductor</a></b></p><p>TMT Industry: Communications Sector Investment Strategy</p><p>2020-2022 is the peak period for 5G investment and capital expenditure by operators, as well as the peak period for 5G base station construction. For upstream equipment enterprises in the communication industry, 2022 is a year to realize their performance. Looking back in 2022, the slowdown or even decline of the growth rate of operators' capital expenditure will significantly affect the income and profits of upstream equipment and parts enterprises.</p><p>At the peak of the current 5G investment cycle, we do not recommend that investors continue to pay attention to the equipment sector. The beta market of the industry and the alpha market of individual stocks are difficult to appear.</p><p>On the other hand, we have seen that operators are very restrained in 5G investment and capital expenditure, and the whole industry has shifted to \"high-quality development\". At the fundamental level, the general logic of ARPU improvement, revenue and profit margin improvement is smooth.</p><p>From the market point of view, the current valuation of several operators is still at a low level, and the Dividend rate is attractive. The recent policy of continuous announcement of repurchase or increase of holdings by major shareholders has also boosted market confidence. We remain bullish on the carrier industry's share price performance in 2022.</p><p><b>Core Focus Target<a href=\"https://laohu8.com/S/00941.HK\">China Mobile</a>、<a href=\"https://laohu8.com/S/00728.HK\">China Telecom</a>。</b>Automotive industry: electric cars are the first half, smart cars are the second half</p><p>The industry continued to improve. In 2021, the sales volume of passenger cars in China was 21.3 million units, representing a year-on-year increase of 7.5%, and the industry is expected to grow by about 10% in 2022. In 2021, the sales volume of new energy vehicles was 3.31 million units, an increase of 180%. It is expected to sell 5 million units in 22 years, an increase of more than 50%.</p><p>The rise of independent brands is unstoppable. Independent brands are emerging through new brands, new technologies and new products, rather than relying on policies. In 2021, their market share reached 44%, and I believe that they will continue to make breakthroughs in the future. In the spare parts industry, intelligence will promote the automobile supply chain to span many fields, with the assembly of old and new giants, and the smart vehicle will have a stronger supply chain, bringing various development opportunities to the upstream.</p><p><b>Core Focus Target</b></p><p>Full vehicle<b>：<a href=\"https://laohu8.com/S/00175.HK\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/02333.HK\">Great Wall Motors</a>、<a href=\"https://laohu8.com/S/01211.HK\">BYD Shares</a>、<a href=\"https://laohu8.com/S/09868.HK\">XPeng Motors-W</a>、<a href=\"https://laohu8.com/S/02015.HK\">Li Auto-W.</a></b></p><p>Spare parts:<b><a href=\"https://laohu8.com/S/00425.HK\">Minth Group</a>、<a href=\"https://laohu8.com/S/03606.HK\">Fuyao Glass</a>、<a href=\"https://laohu8.com/S/01316.HK\">Nexteer</a>、<a href=\"https://laohu8.com/S/00732.HK\">Truly International</a></b></p><p>Textile and apparel industry: Beijing Winter Olympics attracts much attention, boosting the rapid development of ice and snow industry<b>Development Status of Ice and Snow Industry in China</b></p><p>China's ice and snow industry started late and has developed rapidly in recent years. Ice and snow sports belong to the middle and high-end consumption. With the upgrading of consumption, more and more people participate in ice and snow sports. Observing the gap with developed countries, there is still a large room for development in China's market. I believe that with the holding of the Winter Olympics, China's ice and snow industry will accelerate its development.</p><p>The state has vigorously developed ice and snow-related industries and introduced a number of policies to encourage the development of ice and snow industry. It is planned that the scale of ice and snow industry will exceed one trillion by 2025. In addition, the holding of the Winter Olympics has further increased the attention of ice and snow sports, setting off the rise of the \"white economy\"</p><p><b>Other Positive Factors</b></p><p>Under the \"double reduction\" policy, quality education will be paid more attention, and it is believed that the proportion of physical education test scores will be increasing in the future, which will help the development of the sports industry.</p><p><b>RECOMMENDATION OF RELATED</b></p><p><b><a href=\"https://laohu8.com/S/02020.HK\">ANTA Sports</a></b>: Many of its brands are deployed in the ice and snow industry. As partners of the Winter Olympics, the exposure rate has been greatly increased recently, the valuation has dropped, and the cost performance has improved;</p><p><b><a href=\"https://laohu8.com/S/02331.HK\">Li Ning</a></b>: Guochao represents the brand, going from domestic to international. After the cotton incident, the sales volume exploded in a short time. Although the valuation is high, it is supported by performance growth;</p><p><b><a href=\"https://laohu8.com/S/01368.HK\">Xtep International</a></b>: Running business + sub-brands will drive the overall performance growth, and Hillhouse's capital injection will bring more channel resources and retail experience, which will contribute to the layout of multi-brand business;</p><p><b><a href=\"https://laohu8.com/S/01361.HK\">361 degrees</a></b>: The official partner of Hangzhou Asian Games, continued to research and develop running products, launched more IP co-branding, and the children's business developed rapidly with low valuation, which may be expected to return to Hong Kong Stock Connect in the future;</p><p><b><a href=\"https://laohu8.com/S/03998.HK\">Bosideng</a></b>: Domestic down jacket giant, outdoor + business efforts in many aspects, products are gradually high-end, and it is also a beneficiary enterprise of the development of ice and snow industry.</p><p>Pharmaceutical Industry: Investment Strategies<b>Innovative drugs</b></p><p>Judging from the voting results of this Cinda ODAC meeting, the overseas listing application of sintilimab has made a good attempt for innovative drugs to go overseas, and has accumulated valuable experience for going overseas since then. From the market perspective, the early capital market has fully released the risk of going overseas. We believe that we should not continue to be pessimistic about innovative drugs at present.</p><p>In the long run, innovation in the pharmaceutical industry is still the main theme. It is recommended to closely track the progress of overseas clinical trials of related enterprises, pay attention to the R&D expense ratio of enterprises, and pay attention to the overseas market space of related potential varieties.<b><a href=\"https://laohu8.com/S/01801.HK\">Innovent Biologics</a>、<a href=\"https://laohu8.com/S/09926.HK\">Kangfang Bio-B</a></b>Etc.</p><p><b>Devices</b></p><p>In the short term, due to the pessimistic expectation of the market for centralized procurement of devices, the performance of device-related targets is relatively sluggish. In the long term, there are many sub-tracks in the device sector, including molecular diagnosis and minimally invasive<a href=\"https://laohu8.com/S/300024\">Robot</a>Sub-tracks have huge potential, and leading enterprises and innovative enterprises have barriers.</p><p>It is recommended to pay attention to the high-quality targets of robot track<b><a href=\"https://laohu8.com/S/02252.HK\">Minimally Invasive Robot-B</a></b>and cancer early screening targets<b><a href=\"https://laohu8.com/S/06606.HK\">NovoHealth-B</a></b>Ophthalmic AI screening high-quality targets<b><a href=\"https://laohu8.com/S/02251.HK\">Eagle Eye Technology-B</a></b>。</p><p><b>Medical services</b></p><p>The penetration rate of medical services is low, and the future growth prospects of related demand are broad. It is recommended to pay attention to the target of oncology medical services<b><a href=\"https://laohu8.com/S/06078.HK\">Hygeia Medical</a></b>The first hair transplant stock in Hong Kong<b><a href=\"https://laohu8.com/S/02279.HK\">Yonghe Medical</a></b>Etc.</p><p><b>CXO</b></p><p>Although this time, the U.S. Department of Commerce's Bureau of Industry and Security updated the Unverified List (UVL), announcing the inclusion of<a href=\"https://laohu8.com/S/02269\">WuXi Biologics</a>Thirty-three Chinese entities, including two subsidiaries in Shanghai and Wuxi, triggered an initiative including<a href=\"https://laohu8.com/S/WX\">WuXi AppTec</a>The overall correction of the CXO sector including WuXi Biologics and WuXi Biologics. However, the domestic R&D service outsourcing industry chain has a global competitive advantage, benefiting from the growth of downstream demand at home and abroad, and the high prosperity of the industry can be sustained.</p><p>Recommend integrated industry leaders<b><a href=\"https://laohu8.com/S/02359.HK\">WuXi AppTec</a>、<a href=\"https://laohu8.com/S/03759.HK\">Pharmaron Chemical</a>，<a href=\"https://laohu8.com/S/02269.HK\">WuXi Biologics</a></b>。 Upstream equipment supply target<b><a href=\"https://laohu8.com/S/02155.HK\">Morimatsu International</a></b>Etc.</p><p><b>Vaccines and COVID-19 therapeutics</b></p><p>The epidemic cycle exceeded expectations, resulting in a large demand for epidemic prevention. Vaccine Recommendations Concerns<b><a href=\"https://laohu8.com/S/06185.HK\">CanSino Bio-B</a>、<a href=\"https://laohu8.com/S/02197.HK\">Clover Bio-B</a></b>, COVID-19 therapeutic drugs recommend attention<b><a href=\"https://laohu8.com/S/01877.HK\">Junshi Biotech</a>。</b></p><p>New energy industry: medium-and long-term deterministic growth opportunities under the background of carbon neutrality<b>NEW ENERGY POWER OPERATOR</b></p><p>China is promoting the transformation of its energy structure, and the proportion of non-fossil energy in primary energy consumption is expected to reach about 20% in 2025 and 25% in 2030. In 2025, wind power and photovoltaic power generation in China will account for 16.5% of social electricity consumption. We estimate that during the \"14th Five-Year Plan\" period, China's average annual installed wind power capacity will exceed 45GW, and the average annual installed photovoltaic capacity will be 60GW.</p><p>Establish a national unified power market to promote the consumption of new energy; Promote green electricity market transactions and reflect green electricity premium; The national carbon trading emissions market was launched, and CCER approval is expected to restart; Photovoltaic county-wide promotion; Wind power to rural areas and renovation of old wind farms with high-quality wind resources.</p><p>Recommended target</p><p><b><a href=\"https://laohu8.com/S/00916.HK\">Longyuan Electric Power</a></b>: It belongs to the National Energy Group, the world's largest wind power operator, a high-quality wind resource project, with a new energy installed capacity of 30GW under the 14th Five-Year Plan, and A + H listing;</p><p><b><a href=\"https://laohu8.com/S/00836.HK\">China Resources Power</a></b>: High-quality thermal power assets, increasing investment in new energy, with the installed capacity of new energy accounting for 1/3, and the installed capacity of new energy under the 14th Five-Year Plan is 40GW.</p><p><b>Natural gas</b></p><p>Under the guidance of the dual carbon target, the proportion of natural gas consumption in fossil energy is expected to further increase due to its clean attribute. Annual Report 2021<a href=\"https://laohu8.com/S/00931\">China Natural Gas</a>Apparent consumption was 372.6 billion cubic meters, representing a year-on-year increase of 12.7%, achieving rapid growth.</p><p>According to the China Natural Gas Development Report (2021), China's natural gas consumption will reach 430-450 billion cubic meters by 2025, and the consumption scale will reach 550-600 billion cubic meters by 2030. It is expected that China's natural gas consumption will still grow steadily in the next decade, with a CAGR of 6%.</p><p>Facing the future, City Gas Company transforms and develops into the integrated energy field, recommended<b><a href=\"https://laohu8.com/S/01600.HK\">Tian Lun Gas</a>，<a href=\"https://laohu8.com/S/00956.HK\">Suntian Green Energy</a></b>。</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/17ahOVL-CDBLrMxDKBKxxg\">安信国际 </a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"HSTECH":"恒生科技指数","HSCEI":"国企指数","HSCCI":"红筹指数","HSI":"恒生指数"},"source_url":"https://mp.weixin.qq.com/s/17ahOVL-CDBLrMxDKBKxxg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158291588","content_text":"展望2022，大市可望展开升浪。安信国际建议加息周期看好金融，对冲通胀关注石油、金属及其他原材料，长线看好互联网龙头、电新环保、汽车及新能源汽车链，交易性机会看好国企地产、教育。2022年2月15日-2月16日，安信国际举办了【2022年春季线上策略会——否极生泰】，以下为策略会主要投资观点汇总：展望2022，大市可望展开升浪。安信国际建议加息周期看好金融，对冲通胀关注石油、金属及其他原材料，长线看好互联网龙头、电新环保、汽车及新能源汽车链，交易性机会看好国企地产、教育。港股策略：否极生泰港股在过去3年多备受负面消息及情绪打压，并且饱受资金撤出的沽压，股价已经反映很多负面消息。目前市场处于加息预期的升温阶段，预期美股仍需调整，对港股构成影响。从近期美联储官员的言论，我们认为美联储只会频繁加息25点子，不会大手加50点子。当市场充分预期加息，而股市又出现了一定的调整，大市可望展开升浪。熊转牛的催化因素1.中国继续推行放宽政策；2.疫情对供应链的影响退潮；3.美联储有序加息展开；4.企业盈利增长转正。关注板块加息周期看好金融，包括保险、券商、港银对冲通胀：石油、金属及其他原材料长线看好板块，逢低吸纳：互联网龙头、电新环保、汽车及新能源汽车链交易性机会：国企地产、教育风险提示1.美股大跌风险；2.疫情超预期；3. 通胀超预期；美联储进取加息。房地产行业投资策略活下来是王道从去年下半年以来，房企债务违约事件频现，包括恒大、花样年、华夏幸福、蓝光、新力、阳光100、泰禾、北大资源、泛海等。房企爆雷购房客信心，居民户中长期贷款持续疲弱。金融机构放贷审慎，逐步演变成循环。在力求避免系统性风险的考虑，加上经济数据转弱，地产调控政策应该见底。央行释出稳定市场的声音，指恒大风险对金融行业的外溢性可控，并要求商业银行应避免集中快速收紧房地产信贷，对符合预售条件楼盘，银行亦应对个人客户发放按揭贷款等。同时亦有指要对全国性商品房预售资金监管统一化，房企现金流将有所改善。然而，政策落地到传导至地产行情需时，当中存有不确定性。考虑到国企、大型房企、拥有较强租金及可持续性现金流的房企如华润置地、龙湖集团、中国海外发展、万科企业等，依然是较好配置标的来享受政策放松所带来的红利。投资者亦可考虑估值折让较高的国企，如建发国际集团、中国金茂、中国海外宏洋集团等。黑铁时代来临长线而言，房住不炒仍然是主甚调，去地产行业杠杆、去过份依赖房产、去金融属性的方针依旧是不变的。对于地方政府过分依赖土地财政，加快房地产税是势在必行。近日，习主席在《求是》杂志中提及到「要积极稳妥推进房地产税立法和改革，做好试点工作」。当短期流动性风险有所解除后，回归基本点，当比并房企的融资、拿地、执行力等要素，还有房企产品的竞争力，包括售后的物管服务。行业继续整合、加快整合，国企、头部房企仍然是较为值得关注。加速下游物管行业的整合，虽然物管的增长潜力较地产高，但假若缺乏地产本业的支持，物管及其他衍生出的轻资产业务在发展上会举步难行。故此在重要时刻，房企会选择出售物管业务以求续命。关注碧桂园服务、华润万象生活等头部物管公司的交易机会。TMT行业：互联网板块投资策略核心影响因子依旧在于政策监管对互联网行业监管严格未来预计成为常态，目前主要针对三个方面：严格监管龙头企业对商家/消费者「二选一」的反垄断政策、针对青少年健康成长的保护以及对消费者个人隐私和数据的保护。过去十二个月，恒生科技指数下跌46.2%，万得互联网指数、电子商务指数和手机游戏指数分别下跌34.1%、42.6%和35.4%，较恒生指数期间17.5%的跌幅相比超跌幅度较大。腾讯下跌幅度约三成，阿里巴巴、美团下跌幅度约五成，估值水平下调至历史底部区间。游戏版号发放不及预期8月未成年人保护新规出台后，各大游戏公司纷纷整改，版号发放也进入暂停期，然而青少年对于行业的流水贡献占比低，普遍低于1%；此外游戏版号暂停发放有利于头部大厂的新游发行，如腾讯上线《英雄联盟手游》、网易上线《哈利波特魔法觉醒》。Q4预计环比改善Q4有电商「双十一」，各大平台在反垄断背景与直播带货的加持，Q4电商有望环比趋势有所改善。核心关注标的游戏板块：腾讯控股、网易-S电商：阿里巴巴-SW、京东集团-SWTMT行业：消费电子与半导体板块投资策略光学赛道智能手机进入存量竞争，各家厂商在硬件方面打造差异化，光学对于消费者关注度较高，成为竞争的主战场，包括像素升级、镜头结构升级两大主要升级方向；光学在车载领域增量市场广阔；VR/AR：从2019年起，随着光学技术的迭代、网络环境升级、产品体验升级同时性价比提升以及热门VR内容的推出，VR/AR行业重新实现增长。受益于宅经济、产品生态逐步完善和产品价格的降低，AR/VR出货量在2021年有望实现高速增长。根据IDC预测，2021年全球VR出货量将达到837万台，同比增速达到50.8%；AR出货量达到58万台，同比增长99.9%；激光雷达激光雷达在根据Yole等第三方的预测，未来5-10年将加速放量，预计2025年和2030年全球激光雷达出货量分别有望达到约660万和7934万颗，其中中国分别出货292万和3154万颗左右。核心关注标的消费电子：舜宇光学科技、小米集团-W、比亚迪电子、丘钛科技、瑞声科技半导体：中芯国际、华虹半导体、上海复旦、晶门半导体TMT行业：通信板块投资策略2020-2022年是运营商5G投资和资本支出的高峰期，也是5G基站建设的高峰期。对于通信行业上游设备企业而言，2022年是兑现业绩的一年，而从2022年往后看，运营商资本支出增速的放缓甚至下滑，将显著影响上游设备和零部件企业的收入和利润情况。在当前这个5G投资周期的顶峰我们不建议投资人继续关注设备板块，行业性的贝塔行情和个股的阿尔法行情都较难出现。另一方面，我们看到运营商在5G投资和资本支出方面非常克制，叠加全行业转向「高质量发展」，在基本面层面上，ARPU提升、收入和利润边际改善的大逻辑通顺。而从市场角度看，几家运营商当前估值依然位于低位，同时股息率具有吸引力，近期不断公告回购或大股东增持的政策亦提振了市场信心。我们在2022年依然看好运营商行业的股价表现。核心关注标的中国移动、中国电信。汽车行业：电动车是上半场，智能车是下半场行业持续向好，21年中国乘用车销量2130万辆，同比增长7.5%，预计22年行业增长10%左右。21年新能源汽车销量331万辆，增长180%。预计22年销量500万辆，增长50%以上。自主品牌崛起势不可挡，自主品牌通过新品牌、新技术、新产品崛起，而不是靠政策，2021年市占率达到44%，相信未来会不断突破。零配件行业，智能化将促使汽车供应链横跨多领域，新旧巨头集结，智能车拥有更强供应链，给上游带来各类发展机遇。核心关注标的整车：吉利汽车、长城汽车、比亚迪股份、小鹏汽车-W、理想汽车-W零配件：敏实集团、福耀玻璃、耐世特、信利国际纺织服装行业：北京冬奥备受瞩目，助推冰雪产业飞跃发展中国冰雪产业发展现状中国冰雪产业起步较晚，近年来发展快速。冰雪运动属于中高端消费，随着消费升级，越来越多的人参与到冰雪运动中，观察与发达国家的差距，中国市场发展空间仍然较大，相信随着冬奥会的举办，中国冰雪产业会加速发展。国家大力发展冰雪相关产业，推出多项政策鼓励冰雪产业发展，计划到2025年冰雪产业规模过万亿。此外，冬奥会的举办也使得冰雪运动的关注度进一步提升，掀起「白色经济」的崛起其他利好因素在「双减」政策下，素质教育将会更加受到重视，相信在未来体育考试分数的占比将会越来越大，有助于体育产业发展。相关股份推荐安踏体育：旗下多个品牌布局冰雪产业，作为冬奥会合作伙伴，近期曝光率大幅提升，估值回落，性价比提升；李宁：国潮代表品牌，从国内走向国际，棉花事件后销量在短期内爆发，估值虽然较高但有业绩增长的支撑；特步国际：跑步业务+子品牌发力，带动整体业绩增长，高瓴注资将带来更多渠道资源和零售经验，有助于多品牌业务布局；361度：杭州亚运会的官方合作伙伴，持续研发跑步产品，推出更多IP联名，儿童业务快速发展，估值较低，未来或有望回归港股通；波司登：国内羽绒服巨头，户外+商务多方面发力，产品逐渐高端化，同样也是冰雪产业发展的受益企业。医药行业：投资策略创新药从此次信达ODAC会议投票结果来看，信迪利单抗在海外的上市申请为创新药出海作出很好尝试，为此后出海积累宝贵经验，市场角度前期资本市场对出海风险已有充分释放，我们认为当下不应对创新药继续悲观。长期看，医药行业的创新仍是主旋律，建议紧密跟踪相关企业的海外临床试验进展，重视企业研发费用率、重视相关潜力品种的海外市场空间建议关注信达生物、康方生物-B等。器械短期由于市场对器械的集采预期较为悲观，器械相关标的表现较为低迷，长期看，器械板块子赛道众多，分子诊断及微创机器人等子赛道潜力巨大，龙头企业和创新企业具有壁垒。建议关注机器人赛道优质标的微创机器人-B，以及癌症早筛标的诺辉健康-B、眼科AI筛查优质标的鹰瞳科技-B。医疗服务医疗服务渗透率低，未来相关需求增长前景广阔，建议关注肿瘤医疗服务标的海吉亚医疗、港股植发第一股雍禾医疗等。CXO虽然此次美国商务部工业与安全局更新未经核实名单(UVL)，宣布纳入包括药明生物上海、无锡两家子公司在内的33个中国实体，引发包括药明康德、药明生物在内的CXO板块整体回调。但国内研发服务外包产业链具备全球竞争优势，受益于海内外下游需求增长，行业高景气可以持续。推荐一体化产业龙头药明康德、康龙化成，药明生物。上游设备供应标的森松国际等。疫苗及新冠治疗药疫情周期超预期，导致防疫需求仍然很大。疫苗建议关注康希诺生物-B、三叶草生物-B，新冠治疗药建议关注君实生物。新能源行业：碳中和背景下的中长期确定性成长机遇新能源电力运营商中国推进能源结构转型，非化石能源占一次能源消费比重预期2025年达到约20%，2030年达约25%。2025年全国风电、光伏发电量占社会用电量16.5%。我们测算「十四五」期间，中国年均风电装机45GW以上，光伏年均装机60GW。建立全国统一电力市场，促进新能源消纳；促进绿电市场交易，体现绿色电力溢价；全国碳交易排放市场上线，CCER审批预期重启；光伏整县式推进；风电下乡及具优质风资源的老旧风电场改造。推荐标的龙源电力：属国家能源集团，世界第一大风电运营商，优质风资源项目，十四五规划新能源装机30GW，A+H上市；华润电力：优质火电资产，增加新能源投资，新能源装机占1/3，十四五规划新能源装机40GW。天然气在双碳目标指引下，天然气因清洁属性，在化石能源的消费比重有望进一步提升。2021年中国天然气表观消费量3726亿立方米，同比增加12.7%，实现高速增长。根据《中国天然气发展报告（2021）》，到2025年中国天然气消费量达到4300-4500亿立方米，2030年消费规模达到5500-6000亿立方米，预计未来十年中国天然气消费量仍可稳步增长，CAGR可达6%。面向未来，城燃公司向综合能源领域转型发展，推荐天伦燃气，新天绿色能源。","news_type":1,"symbols_score_info":{"HSCEI":0,"HSI":0,"HSCCI":0,"HSTECH":0}},"isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935447520,"gmtCreate":1663128113361,"gmtModify":1676537210395,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099483369818900","authorIdStr":"4099483369818900"},"themes":[],"htmlText":"Ggg","listText":"Ggg","text":"Ggg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935447520","repostId":"1104408826","repostType":2,"isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943235435,"gmt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Crisis is Over? Impact to Economy & Central Banks","htmlText":"On Thursday, 11 U.S. banks led by <a target=\"_blank\" href=\"https://ttm.financial/S/JPM\">$JPMorgan Chase(JPM)$</a> , <a target=\"_blank\" href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a> , and&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a> banded together to inject $30 billion in uninsured deposits into stumbling lender <a target=\"_blank\" href=\"https://ttm.financial/S/FRC\">$First Republic Bank(FRC)$</a> .Fears of a global banking crisis have eased following the rollout of multi-billion-dollar lifelines for troubled lenders in Europe and the United States.&nbsp;Stocks rose in China, Japan, South Korea, Malaysia, Australia, the Philippines and Hong Kong on Friday:&nbsp;China’s blue-chip index gained 0.8%, while","listText":"On Thursday, 11 U.S. banks led by <a target=\"_blank\" href=\"https://ttm.financial/S/JPM\">$JPMorgan Chase(JPM)$</a> , <a target=\"_blank\" href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a> , and&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a> banded together to inject $30 billion in uninsured deposits into stumbling lender <a target=\"_blank\" href=\"https://ttm.financial/S/FRC\">$First Republic Bank(FRC)$</a> .Fears of a global banking crisis have eased following the rollout of multi-billion-dollar lifelines for troubled lenders in Europe and the United States.&nbsp;Stocks rose in China, Japan, South Korea, Malaysia, Australia, the Philippines and Hong Kong on Friday:&nbsp;China’s blue-chip index gained 0.8%, while","text":"On Thursday, 11 U.S. banks led by $JPMorgan Chase(JPM)$ , $Bank of America(BAC)$ , and $Citigroup(C)$ banded together to inject $30 billion in uninsured deposits into stumbling lender $First Republic Bank(FRC)$ .Fears of a global banking crisis have eased following the rollout of multi-billion-dollar lifelines for troubled lenders in Europe and the United States. Stocks rose in China, Japan, South Korea, Malaysia, Australia, the Philippines and Hong Kong on Friday: China’s blue-chip index gained 0.8%, while","images":[{"img":"https://community-static.tradeup.com/news/0475db1ef70984e2477b560b4ab5c09e","width":"219","height":"230"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943920139","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965397514,"gmtCreate":1669891680238,"gmtModify":1676538264226,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099483369818900","authorIdStr":"4099483369818900"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$小鹏汽车(XPEV)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965397514","isVote":1,"tweetType":1,"viewCount":2822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917565926,"gmtCreate":1665542488265,"gmtModify":1676537624392,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://community-static.tradeup.com/news/bcc0628ed2b106be207097f3afcacb0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099483369818900","authorIdStr":"4099483369818900"},"themes":[],"htmlText":"Ggg&nbsp;","listText":"Ggg&nbsp;","text":"Ggg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917565926","repostId":"2274538992","repostType":2,"repost":{"id":"2274538992","kind":"news","pubTimestamp":1665369416,"share":"https://ttm.financial/m/news/2274538992?lang=en_US&edition=fundamental","pubTime":"2022-10-10 10:36","market":"fut","language":"zh","title":"[Data] Overnight market, the dollar fell from a high level, and the yen fluctuated from a low level","url":"https://stock-news.laohu8.com/highlight/detail?id=2274538992","media":"CME","summary":"10月7日CME日元/美元主力合约6JZ2报收0.0069300，下跌0.17%，成交12.9万手，持仓量23.9万手。国际衍生品智库分析师认为，上周五美元反弹，日元低位震荡。上周五的数据显示美国9月非农好于预期，这表明美联储目前可能会坚持其激进的紧缩政策。美元兑日元在9月份一度创下了145.90的 24年最高水平，促使日本当局进行干预，以支撑脆弱的日元。然而，日本当局干预的效果似乎有限，美元兑日元近期反弹，目前仍交投于145.46左右的高位。","content":"<p><html><body><div>October 7 CME<a href=\"https://laohu8.com/S/JPYUSD.FOREX\">JPY/USD</a>The main contract 6JZ2 closed at 0.0069300, down 0.17%, with a turnover of 129,000 lots and a position of 239,000 lots.<div></div><div>International derivatives think tank analysts believe that last Friday, the US dollar rebounded, and the Japanese yen fluctuated at a low level. Last Friday's data showed better-than-expected U.S. non-farm in September, suggesting that the Federal Reserve may stick to its aggressive tightening policy for now. Last Friday's data showed that non-farm payrolls in the United States increased by 263,000 in September, which was lower than the previous value of 315,000, but higher than the consensus forecast of 250,000 by economists. In addition, the U.S. unemployment rate unexpectedly dropped to 3.5% in September, which was lower than the previous and expected value of 3.7%. Futures market pricing suggests that traders see a near 90% chance of a 75 basis point hike in November and more than 150 basis points by May next year. In order to curb inflation, the Federal Reserve has raised its policy interest rate target range from the near-zero level at the beginning of this year to the current 3.00%-3.25%, and said last month that there will be more sharp rate hike this year. The dollar closed 0.18% higher against the yen at 145.38 last Friday. The dollar hit a 24-year high of 145.90 against the yen at one point in September, prompting Japanese authorities to intervene to shore up the fragile yen. However, the effect of Japanese authorities' intervention appears to be limited and the USD/JPY has recently rallied and is still trading at highs around 145.46.</div><div></div><div>International derivatives think tank analysts believe that the yen fluctuates at a low level, so it is recommended to short rallies, and the upper pressure is temporarily 0.0077000.<br/><img src=\"http://www.sun-edu.cn/zhiku/uploadfile/2022/1010/20221010103705624.png\"/><br/><br/><img src=\"http://www.sun-edu.cn/zhiku/uploadfile/2022/1010/20221010103714167.jpg\"/><img src=\"http://www.sun-edu.cn/zhiku/uploadfile/2022/1010/20221010103719409.jpg\"/></div><br/><br/><br/>Disclaimer clause<br/>The copyright of this report is owned by \"International Derivatives Think Tank\". No person may publish or reproduce this report in any form without prior written authorization. If quoted or published, the source should be indicated as \"International Derivatives Think Tank\", and this report shall not be abridged or amended contrary to the original intention. This report is based on public information or field research data that our company and its researchers believe to be credible, but our company and its researchers do not guarantee the accuracy and completeness of this information, and the information, opinions and forecasts in this report reflect the judgment of the report at the time of its initial public release, and may be adjusted at any time. The information contained in the Report, and the opinions expressed do not constitute an investment, legal, accounting or tax final operating recommendation and we make no warranty as to the final operating recommendation with respect to the contents of the Report.</div></body></html></p>","source":"sunedu","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>[Data] Overnight market, the dollar fell from a high level, and the yen fluctuated from a low level</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\">\n[Data] Overnight market, the dollar fell from a high level, and the yen fluctuated from a low level\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CME</strong><span class=\"h-time small\">2022-10-10 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div>October 7 CME<a href=\"https://laohu8.com/S/JPYUSD.FOREX\">JPY/USD</a>The main contract 6JZ2 closed at 0.0069300, down 0.17%, with a turnover of 129,000 lots and a position of 239,000 lots.<div></div><div>International derivatives think tank analysts believe that last Friday, the US dollar rebounded, and the Japanese yen fluctuated at a low level. Last Friday's data showed better-than-expected U.S. non-farm in September, suggesting that the Federal Reserve may stick to its aggressive tightening policy for now. Last Friday's data showed that non-farm payrolls in the United States increased by 263,000 in September, which was lower than the previous value of 315,000, but higher than the consensus forecast of 250,000 by economists. In addition, the U.S. unemployment rate unexpectedly dropped to 3.5% in September, which was lower than the previous and expected value of 3.7%. Futures market pricing suggests that traders see a near 90% chance of a 75 basis point hike in November and more than 150 basis points by May next year. In order to curb inflation, the Federal Reserve has raised its policy interest rate target range from the near-zero level at the beginning of this year to the current 3.00%-3.25%, and said last month that there will be more sharp rate hike this year. The dollar closed 0.18% higher against the yen at 145.38 last Friday. The dollar hit a 24-year high of 145.90 against the yen at one point in September, prompting Japanese authorities to intervene to shore up the fragile yen. However, the effect of Japanese authorities' intervention appears to be limited and the USD/JPY has recently rallied and is still trading at highs around 145.46.</div><div></div><div>International derivatives think tank analysts believe that the yen fluctuates at a low level, so it is recommended to short rallies, and the upper pressure is temporarily 0.0077000.<br/><img src=\"http://www.sun-edu.cn/zhiku/uploadfile/2022/1010/20221010103705624.png\"/><br/><br/><img src=\"http://www.sun-edu.cn/zhiku/uploadfile/2022/1010/20221010103714167.jpg\"/><img src=\"http://www.sun-edu.cn/zhiku/uploadfile/2022/1010/20221010103719409.jpg\"/></div><br/><br/><br/>Disclaimer clause<br/>The copyright of this report is owned by \"International Derivatives Think Tank\". No person may publish or reproduce this report in any form without prior written authorization. If quoted or published, the source should be indicated as \"International Derivatives Think Tank\", and this report shall not be abridged or amended contrary to the original intention. This report is based on public information or field research data that our company and its researchers believe to be credible, but our company and its researchers do not guarantee the accuracy and completeness of this information, and the information, opinions and forecasts in this report reflect the judgment of the report at the time of its initial public release, and may be adjusted at any time. The information contained in the Report, and the opinions expressed do not constitute an investment, legal, accounting or tax final operating recommendation and we make no warranty as to the final operating recommendation with respect to the contents of the Report.</div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.sun-edu.cn/zhiku/index.php?m=content&c=index&a=show&catid=11&id=37836\">CME</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YCS":"日元ETF-ProShares两倍做空","FXY":"日元ETF-CurrencyShares"},"source_url":"http://www.sun-edu.cn/zhiku/index.php?m=content&c=index&a=show&catid=11&id=37836","is_english":false,"share_image_url":"https://static.laohu8.com/f4194a6170df413b318136712477adde","article_id":"2274538992","content_text":"10月7日CME日元/美元主力合约6JZ2报收0.0069300，下跌0.17%，成交12.9万手，持仓量23.9万手。\r\n \n        国际衍生品智库分析师认为，上周五美元反弹，日元低位震荡。上周五的数据显示美国9月非农好于预期，这表明美联储目前可能会坚持其激进的紧缩政策。上周五的数据显示，美国9月非农就业岗位增加了26.3万，虽然不及31.5万的前值，但高于经济学家普遍预测的25万。 此外，美国9月失业率意外下降至3.5%，低于3.7%的前值和预期值。期货市场定价表明，交易员认为美国11月加息75个基点、到明年5月加息超过150个基点的可能性接近90%。 美联储为了抑制通胀，已经将其政策利率目标区间从今年年初的近零水平提高到了目前的3.00%-3.25%，并在上月表示今年还将有更多的大幅加息。上周五美元兑日元收涨0.18%，报145.38。美元兑日元在9月份一度创下了145.90的 24年最高水平，促使日本当局进行干预，以支撑脆弱的日元。然而，日本当局干预的效果似乎有限，美元兑日元近期反弹，目前仍交投于145.46左右的高位。\n \n        国际衍生品智库分析师认为，日元低位震荡，建议逢高做空为主，上方压力暂看0.0077000.\n\n\n\n免责条款\r\n本报告版权归“国际衍生品智库”所有。未经事先书面授权，任何人不得对本报告进行任何形式的发布、复制。如引用、刊发，需注明出处为“国际衍生品智库”，且不得对本报告进行有悖原意的删节和修改。 本报告基于我公司及其研究人员认为可信的公开资料或实地调研资料，但我公司及其研究人员对这些信息的准确性和完整性不作任何保证，且本报告中的资料、意见、预测均反映报告初次公开发布时的判断，可能会随时调整。报告中的信息，以及所表达意见不构成投资、法律、会计或税务的最终操作建议，我们不就报告中的内容对最终操作建议做出任何担保。","news_type":1,"symbols_score_info":{"FXY":0.6,"JPYmain":1,"YCS":0.6}},"isVote":1,"tweetType":1,"viewCount":1099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}