666六六六666 personal page - To The Moon

666六六六666

666六六六666

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666六六六666

2022-02-13

S51 up

666六六六666

2024-01-02

hello happy new year

666六六六666

2023-04-07

good

@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher

666六六六666

2022-12-06

$胜科海事(S51.SI)$

666六六六666

2022-12-06

$新科技控股(5FX.SI)$

666六六六666

2022-12-02

$胜科海事(S51.SI)$

666六六六666

2022-11-30

$胜科海事(S51.SI)$

666六六六666

2022-11-30

good

@TigerEvents:Join Tiger's Football Season, share the prizes worth up to US$200,000

666六六六666

2022-11-26

$胜科海事(S51.SI)$

666六六六666

2022-11-09

[财迷] [财迷] [财迷] [财迷]

China Concept Stocks Lower, Nasdaq China Golden Dragon Index Drops 3%

666六六六666

2022-11-09

[财迷] [财迷] [财迷] [财迷]

One second down limit, suspected "oolong finger" reappeared! What happened?

666六六六666

2022-11-06

[财迷] [财迷] [财迷] [财迷]

Sorry, the original content has been removed

666六六六666

2022-11-06

[财迷] [财迷] [财迷] [财迷]

Berkshire remains a net loss in the third quarter, and its portfolio loses another $10 billion

666六六六666

2022-11-06

[财迷] [财迷] [财迷] [财迷]

Sorry, the original content has been removed

666六六六666

2022-11-01

t

666六六六666

2022-10-29

[财迷] [财迷] [财迷] [财迷]

U.S. Consumer Sentiment Index Final 59.9 in October, Better than Expected

666六六六666

2022-10-29

[财迷] [财迷] [财迷] [财迷]

Is the US economy far from a substantial recession?

666六六六666

2022-10-28

y

666六六六666

2022-10-23

[财迷]

Apple's chief product designer to leave, design director job vacant for the first time

666六六六666

2022-10-23

[财迷]

Vaccine stocks collectively soared, and the price increase of overseas COVID-19 vaccines is coming?

666六六六666

2022-10-12

[呆住]

Sorry, the original content has been removed

Go to Tiger App to see more news

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Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign 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data-views=\"1\"></v-v>","text":"$胜科海事(S51.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962556877","isVote":1,"tweetType":1,"viewCount":2905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962528417,"gmtCreate":1669811250540,"gmtModify":1676538247973,"author":{"id":"4105324555361630","authorId":"4105324555361630","name":"666六六六666","avatar":"https://community-static.tradeup.com/news/f17ce635622014b3976557e79bd7f1e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105324555361630","authorIdStr":"4105324555361630"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962528417","repostId":"9963969638","repostType":1,"repost":{"id":9963969638,"gmtCreate":1668567458425,"gmtModify":1677745765888,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join Tiger's Football Season, share the prizes worth up to US$200,000","htmlText":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world!&nbsp;While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","listText":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world!&nbsp;While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","text":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world! While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","images":[{"img":"https://community-static.tradeup.com/news/e8c9b6ab16214df413c77708cf5957bf","width":"404","height":"707"},{"img":"https://community-static.tradeup.com/news/6f0ddb54cc9e55b9b9b59a0c9908bfb5","width":"358","height":"471"},{"img":"https://community-static.tradeup.com/news/d9cc4adf57a9972e62e94d321ecc6734","width":"402","height":"712"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963969638","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966178183,"gmtCreate":1669463008043,"gmtModify":1676538199331,"author":{"id":"4105324555361630","authorId":"4105324555361630","name":"666六六六666","avatar":"https://community-static.tradeup.com/news/f17ce635622014b3976557e79bd7f1e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105324555361630","authorIdStr":"4105324555361630"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$胜科海事(S51.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$胜科海事(S51.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$胜科海事(S51.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966178183","isVote":1,"tweetType":1,"viewCount":3427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987568087,"gmtCreate":1667951267449,"gmtModify":1676537988293,"author":{"id":"4105324555361630","authorId":"4105324555361630","name":"666六六六666","avatar":"https://community-static.tradeup.com/news/f17ce635622014b3976557e79bd7f1e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105324555361630","authorIdStr":"4105324555361630"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987568087","repostId":"1131581111","repostType":4,"repost":{"id":"1131581111","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":1667918546,"share":"https://ttm.financial/m/news/1131581111?lang=en_US&edition=fundamental","pubTime":"2022-11-08 22:42","market":"other","language":"zh","title":"China Concept Stocks Lower, Nasdaq China Golden Dragon Index Drops 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131581111","media":"老虎资讯综合","summary":"11月8日，中概股走低，纳斯达克中国金龙指数跌3%，贝壳跌超7%，好未来、哔哩哔哩、爱奇艺、蔚来跌超5%.","content":"<p><html><head></head><body>On November 8th, Chinese stocks fell, and the Nasdaq China Golden Dragon Index fell by 3%.<a href=\"https://laohu8.com/S/BEKE\">Shell</a>fell by more than 7%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Nio fell more than 5%.</p><p><img src=\"https://static.tigerbbs.com/13c80c78aaefe54585a0f41a43b9c461\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Concept Stocks Lower, Nasdaq China Golden Dragon Index Drops 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nChina Concept Stocks Lower, Nasdaq China Golden Dragon Index Drops 3%\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\">2022-11-08 22:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On November 8th, Chinese stocks fell, and the Nasdaq China Golden Dragon Index fell by 3%.<a href=\"https://laohu8.com/S/BEKE\">Shell</a>fell by more than 7%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Nio fell more than 5%.</p><p><img src=\"https://static.tigerbbs.com/13c80c78aaefe54585a0f41a43b9c461\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"159632":"纳斯达克","BK4007":"制药","ARTL":"Artelo Biosciences, Inc.","QID":"两倍做空纳斯达克指数ETF-ProShares",".IXIC":"NASDAQ Composite","NDX":"纳斯达克100指数","QLD":"2倍做多纳斯达克100指数ETF-ProShares","03086":"华夏纳指","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","TTTN":"老虎中美互联网巨头ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131581111","content_text":"11月8日，中概股走低，纳斯达克中国金龙指数跌3%，贝壳跌超7%，好未来、哔哩哔哩、爱奇艺、蔚来跌超5%.","news_type":1,"symbols_score_info":{"159632":0.9,"QQQ":0.9,"QNETCN":0.9,"ARTL":0.9,"MNQmain":0.9,"NDX":0.9,"SQQQ":0.9,"QLD":0.9,"TTTN":0.9,"QID":0.9,"03086":0.9,"NQmain":0.9,"TQQQ":0.9,"PSQ":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987563556,"gmtCreate":1667951165975,"gmtModify":1676537988241,"author":{"id":"4105324555361630","authorId":"4105324555361630","name":"666六六六666","avatar":"https://community-static.tradeup.com/news/f17ce635622014b3976557e79bd7f1e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105324555361630","authorIdStr":"4105324555361630"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987563556","repostId":"1126208578","repostType":4,"repost":{"id":"1126208578","kind":"news","pubTimestamp":1667887866,"share":"https://ttm.financial/m/news/1126208578?lang=en_US&edition=fundamental","pubTime":"2022-11-08 14:11","market":"sh","language":"zh","title":"One second down limit, suspected \"oolong finger\" reappeared! What happened?","url":"https://stock-news.laohu8.com/highlight/detail?id=1126208578","media":"上海证券报","summary":"11月8日开市，中证1000期指主力合约IM2211以跌停开盘，随后出现快速拉升，大幅收窄跌幅，截至午市收盘，该合约跌0.53%。IM2211合约一秒跌停11月8日9点29分，中证1000期指主力合约","content":"<p><div>When the market opened on November 8th, IM2211, the main contract of CSI 1000 futures, opened at the lower limit, and then rose rapidly, sharply narrowing the decline. As of the close of noon, the contract fell by 0.53%. IM2211 contract fell to the limit in one second At 9: 29 on November 8th, IM2211, the main contract of CSI 1000 futures, suddenly touched the daily limit, and then rose quickly. By the midday close, the IM2211 contract narrowed its losses to 0.53%. It is worth noting that when the IM2211 contract abnormally hit the daily limit, the CSI 1000 index IM2212, IM2303 and IM2306...</p><p><a href=\"https://mp.weixin.qq.com/s/xoxGWBObSrPGaPn0Z4AEJQ\">Web link</a></div></p>","source":"shzqb","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>One second down limit, suspected \"oolong finger\" reappeared! What happened?</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\">\nOne second down limit, suspected \"oolong finger\" reappeared! What happened?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2022-11-08 14:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>When the market opened on November 8th, IM2211, the main contract of CSI 1000 futures, opened at the lower limit, and then rose rapidly, sharply narrowing the decline. As of the close of noon, the contract fell by 0.53%. IM2211 contract fell to the limit in one second At 9: 29 on November 8th, IM2211, the main contract of CSI 1000 futures, suddenly touched the daily limit, and then rose quickly. By the midday close, the IM2211 contract narrowed its losses to 0.53%. It is worth noting that when the IM2211 contract abnormally hit the daily limit, the CSI 1000 index IM2212, IM2303 and IM2306...</p><p><a href=\"https://mp.weixin.qq.com/s/xoxGWBObSrPGaPn0Z4AEJQ\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/xoxGWBObSrPGaPn0Z4AEJQ\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"159845":"中证1000","000001.SH":"上证指数","000852.SH":"中证1000"},"source_url":"https://mp.weixin.qq.com/s/xoxGWBObSrPGaPn0Z4AEJQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126208578","content_text":"11月8日开市，中证1000期指主力合约IM2211以跌停开盘，随后出现快速拉升，大幅收窄跌幅，截至午市收盘，该合约跌0.53%。IM2211合约一秒跌停11月8日9点29分，中证1000期指主力合约IM2211突然触及跌停板，随后迅速拉升。截至午市收盘，IM2211合约跌幅收窄至0.53%。值得注意的是，在IM2211合约异常触及跌停板时，中证1000指数IM2212、IM2303和IM2306合约均运行正常。对此，有期货人士向记者表示：“初步估计可能是某个机构程序走错了，开盘按跌停价卖了，但开盘集合竞价阶段不能撤单，导致最终成交出现‘乌龙指’。”中州期货首席宏观研究员李婷婷表示：“由于IM2211在跌停时成交价为多单平仓，因此推测可能是由于报单出现错误。但幸运的是，今日‘乌龙指’事件相关成交手数不足百手。由于中证1000本身上市时间短，流动性相对小，因此并未造成较大影响，其他股指期货均正常运行。”四大原因导致“乌龙指”事件“乌龙指”一旦出现，往往引起投资者的广泛关注。2013年8月16日，A股市场突发极为罕见的离奇暴涨，大批权重股被瞬间拉至涨停板，股指期货、蓝筹ETF同步暴涨。上证指数短时间内大幅拉升，一分钟内涨超5%，最高涨幅5.62%，盘中逼近2200点。此次事件系光大证券衍生品部门进行量化套利时下单失误所致。按照8月16日的收盘价，上述交易的当日盯市损失约为1.94亿元。通过分析2016年以来IH、IF、IC三大股指期货在所有合约上发生的较大的“乌龙指”事件，华泰期货认为“乌龙指”出现原因大致可以分为以下几类：一是开盘集合竞价阶段某方挂单数较大，挂单价格偏离较多，缺乏足够对手方；二是正常行情的盘中某方挂单数较大，挂单价格偏离较多，对手方订单簿缺乏深度；三是某一合约出现“乌龙指”，从而带动其他同时上市合约价格同样出现“乌龙指”；四是极端行情下，某方挂单价格偏离极大，错估市场承接力。近两年A股股指期货的流动性有十足进步，整体持仓量已跃居世界前列，但在IH、IF、IC三个股指期货上的“乌龙指”事件并未减少。“这背后折射出的是股指期货市场仍然有持续进入的‘新玩家’，这部分‘新玩家’的资金体量并不低，很容易对市场造成冲击性影响，需要各位投资者高度注意。”华泰期货相关人士提醒道。","news_type":1,"symbols_score_info":{"159845":0.9,"000001.SH":0.9,"000852.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":3449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984569165,"gmtCreate":1667693473957,"gmtModify":1676537951752,"author":{"id":"4105324555361630","authorId":"4105324555361630","name":"666六六六666","avatar":"https://community-static.tradeup.com/news/f17ce635622014b3976557e79bd7f1e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105324555361630","authorIdStr":"4105324555361630"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984569165","repostId":"2281602653","repostType":4,"isVote":1,"tweetType":1,"viewCount":1199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984569350,"gmtCreate":1667693463171,"gmtModify":1676537951751,"author":{"id":"4105324555361630","authorId":"4105324555361630","name":"666六六六666","avatar":"https://community-static.tradeup.com/news/f17ce635622014b3976557e79bd7f1e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105324555361630","authorIdStr":"4105324555361630"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984569350","repostId":"1133115865","repostType":4,"repost":{"id":"1133115865","kind":"news","pubTimestamp":1667649875,"share":"https://ttm.financial/m/news/1133115865?lang=en_US&edition=fundamental","pubTime":"2022-11-05 20:04","market":"hk","language":"zh","title":"Berkshire remains a net loss in the third quarter, and its portfolio loses another $10 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1133115865","media":"老虎资讯综合","summary":"在整体下滑的市场中，伯克希尔的股票投资依旧出现亏损。三季度伯克希尔的投资损失为104.5亿美元，2022年前三季度投资亏损达到639亿美元。在三季度美股过山车行情中，股神巴菲特的投资组合仍然出现亏损，","content":"<p><html><head></head><body>In an overall declining market, Berkshire's stock investment is still losing money. Berkshire's investment losses were $10.45 billion in the third quarter, and investment losses reached $63.9 billion in the first three quarters of 2022. In the roller coaster market of U.S. stocks in the third quarter, Warren Buffett's portfolio still suffered losses, but it mainly benefited from bets on energy stocks, and the portfolio losses narrowed sharply.</p><p>On Saturday, November 5th, Buffett's Berkshire Hathaway announced its third-quarter financial report. The report showed that the company's revenue in the third quarter of this year was $76.934 billion, compared with $70.583 billion in the same period last year, an increase of 9%.</p><p>Operating profit for the third quarter was $7.761 billion, an increase of 20% from $6.466 billion in the same period last year. The scope of this profit covers insurance, railway and utility businesses owned by the Group, excluding investment gains and losses.</p><p><b>Berkshire Hathaway's insurance business took a hit in the third quarter, when its insurance underwriting business lost $962 million, somewhat weighing on third-quarter operating profit.</b>In the current period, the frequency and severity of auto industry claims have been increasing due to Hurricane Ian.</p><p>In the remaining businesses, profit from insurance investments was $1.408 billion, up from $1.161 billion in the same period last year, and profit from utilities and energy businesses was $1.585 billion, up from $1.496 billion in the same period last year; Rail business profits fell to $1.442 billion from $1.538 billion in the same period in 2021.</p><p><img src=\"https://static.tigerbbs.com/635bcdb2e0a9521ce6164b1e0989b0e4\" tg-width=\"640\" tg-height=\"602\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Similar to the second quarter financial report,<b>Due primarily to losses in its investment and derivatives portfolio, Berkshire Hathaway's net loss attributable to shareholders was $2.69 billion in the third quarter, compared with a profit of $10.34 billion in the year-ago quarter.</b></p><p>In the third quarter, U.S. stocks experienced a roller coaster market. The S&P 500 first ushered in a strong rebound from July to mid-August, and then fell all the way to the end of September.</p><p>In an overall declining market, Berkshire's stock investment is still losing money. Berkshire's investment losses were $10.45 billion in the third quarter, and investment losses reached $63.9 billion in the first three quarters of 2022.</p><p>Again, Buffett told investors that the amount of investment gains (losses) on the books in any given quarter \"is usually meaningless.\"</p><p>However, compared with the investment loss of $53 billion in the second quarter, its portfolio loss narrowed to $10.45 billion in the third quarter, which drove the net profit loss in the third quarter to a significant reduction. In the second quarter, the company's net profit loss was $43.755 billion.</p><p><img src=\"https://static.tigerbbs.com/cc5b3bea058e914a12594a873f7e0a70\" tg-width=\"640\" tg-height=\"250\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>According to the financial report, at the end of the third quarter, about 73% of Berkshire's holdings were concentrated in five companies: American Express ($20.5 billion), Apple ($126.5 billion), Bank of America ($31.2 billion), Coca-Cola Company ($22.4 billion), and Chevron ($24.4 billion).<img src=\"https://static.tigerbbs.com/393b3b9a14716791495e156c3b04fb21\" tg-width=\"640\" tg-height=\"276\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Only Apple's decline this year has been worse than the S&P 500's 21% decline, which is down 24%, matching the decline since the beginning of the year when the second-quarter earnings were released. Bank of America and American Express were-20% and-14%, respectively, narrowing their declines since the beginning of the year when the second-quarter earnings were released, which were-32% and-17%, respectively.</p><p>At the same time, oil prices have soared as the Russia-Ukraine conflict puts pressure on energy supplies,<b>Chevron is up 54% year-to-date, providing some support to the portfolio</b>, Chevron's gain since the beginning of the year was 21% when the second-quarter earnings were released.</p><p><img src=\"https://static.tigerbbs.com/b3956b24da5aa4f0cfc432f83f82e5cb\" tg-width=\"640\" tg-height=\"653\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Additionally, Berkshire included Occidental's results in its earnings report for the first time in the third quarter. By the end of the third quarter, Berkshire increased its stake in Occidental to 194.5 million shares, or 20.9% of the outstanding shares of the company's common stock.</p><p>As of the close of trading on September 30,<b>Berkshire's Occidental oil holdings are worth nearly $12 billion.</b>Buffett also holds 100,000 shares of Occidental Petroleum Series A preferred shares and warrants, which can purchase about 83.9 million shares at an exercise price of $59.624 per share. Including warrants, the group owns nearly 30% of the oil company.</p><p>Notably, Occidental Petroleum's gains since the beginning of the year reached 136%.</p><p><img src=\"https://static.tigerbbs.com/370ae3ac16368edb8ab936c222111ebf\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The third quarter report does not yet reflect Berkshire's $11.6 billion acquisition of specialty insurer Alleghany, as the deal closed on Oct. 19 after the third quarter ended.</p><p>In addition,<b>Since the second quarter, Berkshire's buybacks have slowed down significantly.</b></p><p>At the end of the third quarter, the company's cash reserves increased slightly to $109 billion from $105.4 billion at the end of the second quarter.</p><p><b>Berkshire bought back roughly $1.05 billion of shares in the third quarter, the same size as the roughly $1 billion of shares it bought back in the previous three months, with cumulative buybacks totaling $5.25 billion in the first three months.</b></p><p>Analysts had expected buybacks to be roughly the same size as $3.2 billion in the first quarter.</p><p>Berkshire's stock has generally outperformed the broader market so far this year, with Class A shares down about 4% this year, compared to the S&P 500's 21% decline.</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>Berkshire remains a net loss in the third quarter, and its portfolio loses another $10 billion</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\">\nBerkshire remains a net loss in the third quarter, and its portfolio loses another $10 billion\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">老虎资讯综合</strong><span class=\"h-time small\">2022-11-05 20:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In an overall declining market, Berkshire's stock investment is still losing money. Berkshire's investment losses were $10.45 billion in the third quarter, and investment losses reached $63.9 billion in the first three quarters of 2022. In the roller coaster market of U.S. stocks in the third quarter, Warren Buffett's portfolio still suffered losses, but it mainly benefited from bets on energy stocks, and the portfolio losses narrowed sharply.</p><p>On Saturday, November 5th, Buffett's Berkshire Hathaway announced its third-quarter financial report. The report showed that the company's revenue in the third quarter of this year was $76.934 billion, compared with $70.583 billion in the same period last year, an increase of 9%.</p><p>Operating profit for the third quarter was $7.761 billion, an increase of 20% from $6.466 billion in the same period last year. The scope of this profit covers insurance, railway and utility businesses owned by the Group, excluding investment gains and losses.</p><p><b>Berkshire Hathaway's insurance business took a hit in the third quarter, when its insurance underwriting business lost $962 million, somewhat weighing on third-quarter operating profit.</b>In the current period, the frequency and severity of auto industry claims have been increasing due to Hurricane Ian.</p><p>In the remaining businesses, profit from insurance investments was $1.408 billion, up from $1.161 billion in the same period last year, and profit from utilities and energy businesses was $1.585 billion, up from $1.496 billion in the same period last year; Rail business profits fell to $1.442 billion from $1.538 billion in the same period in 2021.</p><p><img src=\"https://static.tigerbbs.com/635bcdb2e0a9521ce6164b1e0989b0e4\" tg-width=\"640\" tg-height=\"602\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Similar to the second quarter financial report,<b>Due primarily to losses in its investment and derivatives portfolio, Berkshire Hathaway's net loss attributable to shareholders was $2.69 billion in the third quarter, compared with a profit of $10.34 billion in the year-ago quarter.</b></p><p>In the third quarter, U.S. stocks experienced a roller coaster market. The S&P 500 first ushered in a strong rebound from July to mid-August, and then fell all the way to the end of September.</p><p>In an overall declining market, Berkshire's stock investment is still losing money. Berkshire's investment losses were $10.45 billion in the third quarter, and investment losses reached $63.9 billion in the first three quarters of 2022.</p><p>Again, Buffett told investors that the amount of investment gains (losses) on the books in any given quarter \"is usually meaningless.\"</p><p>However, compared with the investment loss of $53 billion in the second quarter, its portfolio loss narrowed to $10.45 billion in the third quarter, which drove the net profit loss in the third quarter to a significant reduction. In the second quarter, the company's net profit loss was $43.755 billion.</p><p><img src=\"https://static.tigerbbs.com/cc5b3bea058e914a12594a873f7e0a70\" tg-width=\"640\" tg-height=\"250\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>According to the financial report, at the end of the third quarter, about 73% of Berkshire's holdings were concentrated in five companies: American Express ($20.5 billion), Apple ($126.5 billion), Bank of America ($31.2 billion), Coca-Cola Company ($22.4 billion), and Chevron ($24.4 billion).<img src=\"https://static.tigerbbs.com/393b3b9a14716791495e156c3b04fb21\" tg-width=\"640\" tg-height=\"276\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Only Apple's decline this year has been worse than the S&P 500's 21% decline, which is down 24%, matching the decline since the beginning of the year when the second-quarter earnings were released. Bank of America and American Express were-20% and-14%, respectively, narrowing their declines since the beginning of the year when the second-quarter earnings were released, which were-32% and-17%, respectively.</p><p>At the same time, oil prices have soared as the Russia-Ukraine conflict puts pressure on energy supplies,<b>Chevron is up 54% year-to-date, providing some support to the portfolio</b>, Chevron's gain since the beginning of the year was 21% when the second-quarter earnings were released.</p><p><img src=\"https://static.tigerbbs.com/b3956b24da5aa4f0cfc432f83f82e5cb\" tg-width=\"640\" tg-height=\"653\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Additionally, Berkshire included Occidental's results in its earnings report for the first time in the third quarter. By the end of the third quarter, Berkshire increased its stake in Occidental to 194.5 million shares, or 20.9% of the outstanding shares of the company's common stock.</p><p>As of the close of trading on September 30,<b>Berkshire's Occidental oil holdings are worth nearly $12 billion.</b>Buffett also holds 100,000 shares of Occidental Petroleum Series A preferred shares and warrants, which can purchase about 83.9 million shares at an exercise price of $59.624 per share. Including warrants, the group owns nearly 30% of the oil company.</p><p>Notably, Occidental Petroleum's gains since the beginning of the year reached 136%.</p><p><img src=\"https://static.tigerbbs.com/370ae3ac16368edb8ab936c222111ebf\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The third quarter report does not yet reflect Berkshire's $11.6 billion acquisition of specialty insurer Alleghany, as the deal closed on Oct. 19 after the third quarter ended.</p><p>In addition,<b>Since the second quarter, Berkshire's buybacks have slowed down significantly.</b></p><p>At the end of the third quarter, the company's cash reserves increased slightly to $109 billion from $105.4 billion at the end of the second quarter.</p><p><b>Berkshire bought back roughly $1.05 billion of shares in the third quarter, the same size as the roughly $1 billion of shares it bought back in the previous three months, with cumulative buybacks totaling $5.25 billion in the first three months.</b></p><p>Analysts had expected buybacks to be roughly the same size as $3.2 billion in the first quarter.</p><p>Berkshire's stock has generally outperformed the broader market so far this year, with Class A shares down about 4% this year, compared to the S&P 500's 21% decline.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3674214\">老虎资讯综合</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9beffeecb928009bf6287e307899ffe3","relate_stocks":{"BK4550":"红杉资本持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0971096721.USD":"富达环球金融服务 A","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4581":"高盛持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4176":"多领域控股","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BRK.B":"伯克希尔B","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BRK.A":"伯克希尔","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD"},"source_url":"https://wallstreetcn.com/articles/3674214","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133115865","content_text":"在整体下滑的市场中，伯克希尔的股票投资依旧出现亏损。三季度伯克希尔的投资损失为104.5亿美元，2022年前三季度投资亏损达到639亿美元。在三季度美股过山车行情中，股神巴菲特的投资组合仍然出现亏损，但主要受益于对能源股的押注，投资组合亏损大幅收窄。11月5日周六，巴菲特的伯克希尔哈撒韦公司公布了第三季度财报，报告显示，今年第三季度公司营收769.34亿美元，去年同期705.83亿美元，增幅为9%。三季度运营利润为77.61亿美元，较去年同期的64.66亿美元增幅为20%。此项利润的范畴涵盖集团拥有的保险、铁路和公用事业等业务，不包括投资损益。伯克希尔哈撒韦的保险业务在第三季度受到了冲击，保险承保业务损失了9.62亿美元，一定程度上拖累了三季度的营业利润。当期受飓风伊恩(Ian)带来的影响，汽车行业索赔的频率和严重性不断增加。其余业务方面，保险投资利润为14.08亿美元，高于上年同期的11.61亿美元，公用事业和能源业务的利润为15.85亿美元，高于去年同期的14.96亿美元；铁路业务利润从2021年同期的15.38亿美元下降到14.42亿美元。与二季度财报相似，主要由于投资和衍生品投资组合的亏损，伯克希尔哈撒韦第三季度归属于股东的净亏损为26.9亿美元，去年同期为盈利103.4亿美元。三季度，美股经历了过山车行情，标普500先是在7月至8月中旬迎来一波强劲反弹，随后一路下挫至9月底。在整体下滑的市场中，伯克希尔的股票投资依旧出现亏损。三季度伯克希尔的投资损失为104.5亿美元，2022年前三季度投资亏损达到639亿美元。巴菲特再次告诉投资者，任何一个季度的账面投资收益（损失）金额“通常都是没有意义的”。不过，与二季度530亿美元的投资损失相比，三季度其投资组合损失收窄至104.5亿美元，推动三季度的净利润亏损显著减少，二季度该公司净利润亏损437.55亿美元。财报显示，截至三季度末，伯克希尔大约73%的持仓集中在五家公司：美国运通公司（205亿美元）、苹果公司（1265亿美元）、美国银行（312亿美元）、可口可乐公司（224亿美元）、雪佛龙公司（244亿美元）。今年以来，只有苹果的跌幅比标普500指数21%的跌幅更糟一些，其下跌了24%，与二季度财报发布时年初以来的跌幅相当。美国银行、美国运通分别-20%、-14%，较二季度财报发布时年初以来的跌幅收窄，后者分别为-32%、-17%。与此同时，由于俄乌冲突给能源供应带来压力，导致石油价格飙升，雪佛龙今年以来上涨了54%，为投资组合提供了一些支撑，二季度财报发布时雪佛龙年初以来的涨幅为21%。此外，伯克希尔第三季度首次将西方石油的业绩纳入财报。到第三季度末，伯克希尔将其在西方石油的持股增加到1.945亿股，占该公司普通股流通股的20.9%。截至9月30日收盘，伯克希尔持有的西方石油价值近120亿美元。巴菲特还持有10万股西方石油A系列优先股和认股权证，可以每股59.624美元的行权价购买约8390万股。包括认股权证在内，该集团拥有该石油公司近30%的股份。值得注意的是，西方石油年初以来的涨幅达到136%。三季报还没有反映伯克希尔以116亿美元收购专业保险公司Alleghany的情况，因为该交易在第三季度结束后于10月19日完成。另外，二季度以来，伯克希尔的回购速度明显慢了下来。截至第三季度末，该公司现金储备由二季度末1054亿美元，小幅增至1090亿美元。第三季度伯克希尔大约回购了10.5亿美元的股票，与此前三个月回购的约10亿美元股票规模相当，前三个月累计回购总额达到52.5亿美元。分析师此前预计回购规模将与第一季的32亿美元大致相当。今年以来，伯克希尔的股价表现总体好于大盘，A类股今年以来下跌约4%，而标准普尔500指数下跌21%。","news_type":1,"symbols_score_info":{"BRK.B":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984560797,"gmtCreate":1667693442020,"gmtModify":1676537951743,"author":{"id":"4105324555361630","authorId":"4105324555361630","name":"666六六六666","avatar":"https://community-static.tradeup.com/news/f17ce635622014b3976557e79bd7f1e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105324555361630","authorIdStr":"4105324555361630"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984560797","repostId":"2280091195","repostType":4,"isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985942535,"gmtCreate":1667303853627,"gmtModify":1676537894474,"author":{"id":"4105324555361630","authorId":"4105324555361630","name":"666六六六666","avatar":"https://community-static.tradeup.com/news/f17ce635622014b3976557e79bd7f1e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105324555361630","authorIdStr":"4105324555361630"},"themes":[],"htmlText":"t","listText":"t","text":"t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985942535","isVote":1,"tweetType":1,"viewCount":984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986406567,"gmtCreate":1667001129960,"gmtModify":1676537846187,"author":{"id":"4105324555361630","authorId":"4105324555361630","name":"666六六六666","avatar":"https://community-static.tradeup.com/news/f17ce635622014b3976557e79bd7f1e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105324555361630","authorIdStr":"4105324555361630"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986406567","repostId":"1116456778","repostType":4,"repost":{"id":"1116456778","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":1666969273,"share":"https://ttm.financial/m/news/1116456778?lang=en_US&edition=fundamental","pubTime":"2022-10-28 23:01","market":"us","language":"zh","title":"U.S. Consumer Sentiment Index Final 59.9 in October, Better than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1116456778","media":"老虎资讯综合","summary":"预期59.8，前值59.8。","content":"<p><html><head></head><body>The final value of the consumer confidence index of the University of Michigan in October was 59.9, expected to be 59.8, and the previous value was 59.8.</p><p>In September, the contracted sales index of existing homes in the United States recorded a monthly rate of-10.2%, which was the fourth consecutive month of negative value and a new low since April 2020.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Consumer Sentiment Index Final 59.9 in October, Better than Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Consumer Sentiment Index Final 59.9 in October, Better than Expected\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\">2022-10-28 23:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The final value of the consumer confidence index of the University of Michigan in October was 59.9, expected to be 59.8, and the previous value was 59.8.</p><p>In September, the contracted sales index of existing homes in the United States recorded a monthly rate of-10.2%, which was the fourth consecutive month of negative value and a new low since April 2020.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/987ab6715591b2ad7014d2cf9348920e","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116456778","content_text":"美国10月密歇根大学消费者信心指数终值59.9，预期59.8，前值59.8。美国9月成屋签约销售指数月率录得-10.2%，为连续第四个月录得负值，创2020年4月以来新低。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986406129,"gmtCreate":1667001103661,"gmtModify":1676537846173,"author":{"id":"4105324555361630","authorId":"4105324555361630","name":"666六六六666","avatar":"https://community-static.tradeup.com/news/f17ce635622014b3976557e79bd7f1e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105324555361630","authorIdStr":"4105324555361630"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986406129","repostId":"1190853659","repostType":4,"repost":{"id":"1190853659","kind":"news","pubTimestamp":1666941784,"share":"https://ttm.financial/m/news/1190853659?lang=en_US&edition=fundamental","pubTime":"2022-10-28 15:23","market":"us","language":"zh","title":"Is the US economy far from a substantial recession?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190853659","media":"明晰笔谈","summary":"或于明年上半年步入实质性衰退。","content":"<p><html><head></head><body><b>Core Perspectives</b></p><p><b>The decline of private inventory slowed down, corporate investment and government expenditure increased, the trade deficit narrowed, and the resilience of superimposed service consumption pushed the U.S. GDP to achieve a positive growth slightly exceeding expectations in the third quarter. However, at present, some industries in the US economy have shown recession signals, especially the real estate market. The U.S. economy is already on the verge of recession, and we need to pay attention to the trend of the industry, service industry and labor market, which are still resilient at present in the future. We maintain the previous view that the U.S. economy may experience a substantial recession in the first half of next year. In the third quarter, the core PCE inflation stickiness is still high, and the judgment that the Fed's rate hike until the first quarter of next year, the rate hike end point is about 5%, is still maintained.</b></p><p><b>Although the GDP of the United States in the third quarter exceeded expectations, its sustainability is doubtful, and some industries have shown signs of recession.</b>In the third quarter, the real GDP of the United States turned positive quarter-on-quarter, with an initial value of 2.6%; The initial value of the core PCE price index in the third quarter was 4.5%, which was in line with expectations and slightly lower than 4.7% in the second quarter, reflecting that the current core inflation is still highly sticky. Under the environment of the Federal Reserve's continuous hawkish rate hike, the US real estate market, which is sensitive to interest rates, has begun to deteriorate, and the resilience and sustainability of US consumption is expected to be limited, showing signs of weakness. The narrowing of the trade deficit in the third quarter is difficult to sustain, especially the strong US dollar will continue to lead to the decline of the competitiveness of US commodities and the slowdown of corporate investment. Therefore, the strong performance of the US economy in the third quarter may be short-lived.</p><p><b>The resilience of economic growth in the United States has been differentiated, real estate may have fallen into recession, the resilience and sustainability of consumption are expected to be limited, and the growth rate of non-residential investment is likely to be negative in the fourth quarter.</b>Interest-sensitive real estate has already shown signs of recession. The Federal Reserve's aggressive rate hike has pushed mortgage rates up sharply. Many real estate indicators show that the risk of impending recession in the U.S. economy is high. Under the background of continuously high inflation, the future savings and income will support consumption weakly. In the third quarter, the actual personal consumption expenditure declined at an annual rate, and consumption is expected to continue to be weak. Tightening loan conditions and rising interest rates will put downward pressure on demand and profits. The growth rate of non-residential investment in the United States is expected to grow slowly, and there is the possibility of negative growth in the fourth quarter.</p><p><b>However, the related indicators of industry and service industries have not yet fallen into the warning range, and the superimposed job market indicators have performed well, indicating that the current risk of economic recession is low.</b>It is often the one to two quarters of year-on-year growth in the overall industrial output index that plummets to zero (subsequent decline is required), which is the sign of the beginning of a recession. However, at present, the growth rate of total industrial output is stable near the upper limit of the warning range (0% to 2.5%), and there is no sign of sudden decline; Similarly, the non-manufacturing PMI is still above 55, so the current recession risk is low. At the same time, the U.S. job market is still resilient. The Sam Rule recession indicator and the new non-farm payrolls indicator show that the current U.S. economy has hardly entered a recession.</p><p><b>A sharp decline in inflation needs to wait for at least next year, and the Federal Reserve may stop its rate hike in the first quarter of next year.</b>We believe that there is a possibility that the Fed will slow down its rate hike during the year, and we need to pay close attention to the Fed's position on the future rate hike path at the November interest rate meeting. A sharp decline in inflation needs to wait for at least next year. At present, the pressure on the supply side has eased, but the demand is still resilient. The space for the future decline of superimposed energy prices is limited, and the rate of inflation decline during the year may be slow. Considering the downward pressure on the US economy, if there is no new impact on the supply side, the Federal Reserve may stop its rate hike in the first quarter of next year. From the perspective of Taylor's Rule and real interest rates, a rate hike end-point level of around 5% is a desirable level of tightening.</p><p><b>Conclusion:</b>Although the US GDP rebounded beyond expectations in the third quarter, at present, the US real estate has shown obvious signs of recession. The future resilience of US consumption and the narrowing trend of trade deficit may be difficult to sustain, and corporate investment is expected to continue to slow down. However, at present, the industrial production and service industries are still booming, and the labor market is still strong. The breadth of the US economic downturn is not expected to reach a substantial recession, and it is expected to enter a substantial recession in the first half of next year. The pace of the Fed's rate hike remains highly data-dependent, and the slowdown in rate hike is approaching. When the rate hike slows down, we need to pay close attention to the follow-up important data and the Federal Reserve's statement. There is the possibility that the rate hike will slow down in December this year. Considering the downward pressure on the US economy, the Federal Reserve may stop its rate hike in the first quarter of next year, and the end point of the rate hike may be about 5%.</p><p>The decline of private inventory slowed down, corporate investment and government expenditure increased, the trade deficit narrowed, and the resilience of superimposed service consumption pushed the U.S. GDP to achieve a positive growth slightly exceeding expectations in the third quarter. However, at present, some industries in the US economy have shown recession signals, especially the real estate market. The U.S. economy is already on the verge of recession, and we need to pay attention to the trend of the industry, service industry and labor market, which are still resilient at present in the future. We maintain the previous view that the U.S. economy may experience a substantial recession in the first half of next year. In the third quarter, the core PCE inflation stickiness is still high, and the judgment that the Fed's rate hike until the first quarter of next year, the rate hike end point is about 5%, is still maintained.</p><p><b>Some U.S. industries are already showing signs of recession, and the time of recession is approaching</b></p><p><b>In the third quarter, the initial value of the quarter-on-quarter annual rate of real GDP in the United States turned positive, recording 2.6%, slightly exceeding the expected 2.4%. The initial value of the core PCE price index in the third quarter was 4.5%, which was consistent with expectations and slightly lower than 4.7% in the second quarter.</b>The final value of the quarter-on-quarter annual rate of real GDP in the United States in the second quarter was-0.6%, and the initial value of the quarter-on-quarter annual rate in the third quarter was 2.6%, slightly exceeding market expectations. The quarter-on-quarter increase in real GDP in the United States in the third quarter was mainly due to the decrease in the scale of private inventory decline, the rebound of corporate investment, the narrowing of trade deficit (import demand declined and export growth slightly increased), the turnaround of government expenditure and the resilience of service consumption. In the third quarter, the core PCE only decreased slightly from the previous quarter, reflecting that the current core inflation is still highly sticky.</p><p><b>Although some industries in the United States are currently at high risk of recession, the breadth of economic deterioration risk is still limited. The U.S. economy is approaching the point of recession, or it will enter a substantial recession in the first half of next year.</b>Under the environment of the Federal Reserve's continuous hawkish rate hike, the US real estate market, which is sensitive to interest rates, has begun to deteriorate, and the resilience and sustainability of US consumption is expected to be limited, showing signs of weakness. The narrowing of the trade deficit in the third quarter is difficult to sustain, especially the strong US dollar will continue to lead to the decline of the competitiveness of US commodities and the slowdown of corporate investment. Therefore, the strong performance of the US economy in the third quarter may be short-lived. From the perspective of other economic indicators, the current industry and service industries are still resilient, and the labor market is still strong. Therefore, although the US economy has slowed down sharply at present, the breadth of the economic slowdown may not yet reach the state of substantial recession, but the time of recession may be approaching, and the United States may enter a substantial recession in the first half of next year.</p><p><b>The resilience of U.S. economic growth has diverged, and real estate may have fallen into recession</b></p><p><b>The interest-rate-sensitive housing market is already showing signs of recession, or is already in recession.</b>The Federal Reserve's aggressive rate hike has pushed up the mortgage interest rate sharply. At present, the 15-year and 30-year mortgage interest rates have been at the level of 6%-7% in 2006, which is significantly higher than the 3%-4% level after the financial crisis and before the epidemic. Therefore, more buyers stopped to wait and see, and the housing sales data dropped sharply. In August, the S&P/Case-Shiller national house price index dropped sharply month-on-month, and the decline was faster than that during the financial crisis in 2008, so the real estate development business slowed down the start-up speed. At present, the housing price has continuously grown sharply from the previous month, the housing sales data has fallen into the dangerous range (450,000-600,000 sets), and the scale of housing construction is about to fall into the warning range (1.2 million-1.4 million sets). Many real estate indicators show that the risk of impending recession in the US economy is high. Considering seasonal factors and the fact that the Federal Reserve will not stop the pace of rate hike in the short term, the housing market is expected to continue downward, further weighing on U.S. GDP.</p><p><img src=\"https://static.tigerbbs.com/399ff9db5be9ffcc7242cb27bfc3aede\" tg-width=\"1080\" tg-height=\"505\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/93d779cb3c571579a83e6cefdaa4ac2a\" tg-width=\"1080\" tg-height=\"499\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/2d7a57283fbdc0da04fcfdcc19aa642b\" tg-width=\"1080\" tg-height=\"501\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Under the background of continuously high inflation, savings and income will support consumption weakly in the future, and consumption is expected to continue to be weak.</b>Real income growth rate and real deposit growth rate are one of the core determinants of consumer spending, and high inflation will erode residents' income level and savings level. Based on the calculation of excess savings, the excess savings obtained by residents after the impact of the epidemic may be exhausted in the fourth quarter, and the actual income growth rate has exceeded the lower limit of the alert range. In the future, the support of excess savings and income for consumption will be limited. In the third quarter, real personal consumption expenditure declined at an annual rate from the previous quarter, and continued to be in the 1%-3% range, which is a sign of an (imminent) economic recession.</p><p><img src=\"https://static.tigerbbs.com/2e6397ca1f85a0b524fcbe3a2a91f8a6\" tg-width=\"1080\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/08573c68dab5a3f275797701b5d55b5b\" tg-width=\"831\" tg-height=\"423\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/94a3bbffb9ae865b04489cd28957cd9d\" tg-width=\"1080\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/ce846d462c59ac0d188315f5483373c2\" tg-width=\"1080\" tg-height=\"499\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>However, the related indicators of industry and service industries have not yet fallen into the warning range, indicating that their development is still resilient.</b>The synchronization between the overall industrial output index and the economy is strong, and the year-on-year growth rate of the overall industrial output index plummets to zero in one to two quarters (it needs to continue to decline in the future), which is the sign of the beginning of economic recession. However, at present, the growth rate of total industrial output is stable near the upper limit of the warning range (0% to 2.5%), and there is no sign of sudden decline. Similarly, the non-manufacturing PMI is still higher than 55. Judging from these two indicators, the current risk of economic recession is low. If the growth rate of total industrial output plummets below 0 and the non-manufacturing PMI drops below 50, it may reflect that the US economy is about to enter or has entered a recession.</p><p><img src=\"https://static.tigerbbs.com/0dddaa270460c94f451ab30a2ff4d275\" tg-width=\"1080\" tg-height=\"502\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/709c24f1da210ad19cf301f15568ca72\" tg-width=\"1080\" tg-height=\"501\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Tightening loan conditions and rising interest rates will put downward pressure on demand and profits. The growth rate of non-residential investment in the United States is expected to grow slowly, and there is the possibility of negative growth in the fourth quarter.</b>Non-residential investment improved marginally in the third quarter, with the quarter-on-quarter growth rate rebounding from 0.1% in the second quarter to 3.7%, contributing 0.49% to GDP in the third quarter. Although the quarter-on-quarter growth rate of enterprise investment improved in the third quarter due to the low base in the previous quarter, the overall trend is still downward. High inflation and rapidly rising interest rates have led to a rapid decline in demand in the United States. In September, the manufacturing PMI quickly dropped to 50.9, and the new PMI orders have dropped to 47.1. In the second quarter of 2022, the loan standard has begun to tighten. At present, the corporate leverage ratio is at a historically high level. The negative impact of the Federal Reserve's continued hawkish rate hike on corporate finance is expected to gradually appear. At present, the downward risk of the economy is relatively high, and enterprises' expectations for future operating performance are pessimistic. The downward trend of enterprise investment will continue, and there is a risk of rapid deterioration. The quarter-on-quarter growth rate of enterprise investment may turn into negative growth in the fourth quarter of this year or the first half of next year.</p><p><img src=\"https://static.tigerbbs.com/ad96ecee10a4be2095ce1382663d4322\" tg-width=\"1080\" tg-height=\"531\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S. Job Market Remains Resilient</b></p><p><b>First of all, the unemployment rate rising by 0.5% or more from the previous low is a good synchronization indicator of economic recession, and this indicator shows that the current U.S. labor market is still on the strong side, and the U.S. economy is hardly in recession.</b>Federal Reserve economist Claudia Sahm has proposed an Indicator that indicates when a Recession starts: the Sahm Rule Recession Indicator (Sahm, 2019) [1], which is constructed as the difference between the 3-month average unemployment rate and the previous 12-month low. If the SAM recession index is greater than 0.5%, it indicates that the economy is in recession. This index accurately indicates every economic recession after 1970, and it can be judged whether the economy is in recession before the beginning of the recession announced by NBER (there is a lag in the recession announced by NBER). Therefore, based on this indicator, it is difficult to say that the current US economy has entered a recession.</p><p><img src=\"https://static.tigerbbs.com/4ed072d0bca57c187bb23fe4aa588077\" tg-width=\"1080\" tg-height=\"534\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>[1] Sahm C. Direct stimulus payments to individuals [J]. Recession ready: Fiscal policies to stabilize the American economy, 2019: 67-92.</p><p><b>At the same time, although the number of new non-farm payrolls has weakened, it has not yet triggered the signal of a recession.</b>The decline of new non-farm payrolls to the range of 100,000 to 200,000 is a sign that the risk of economic recession is greater, while the decline of new non-farm payrolls exceeding 100,000 (the point at which the downward trend continues rather than the volatile trend) is a more accurate synchronization indicator of economic recession. Since 1960, the signal has only been misjudged in 1967, and the accuracy and synchronization of the indicator are high. The point when the indicator exceeds 100,000 people is usually slightly ahead of the economic recession, and the average point is one month ahead of the economic recession. In September, the number of new non-farm payrolls (3-month average) was 371,700, which is still a certain distance from 100,000. The possibility of short-term economic recession is small, but the deterioration of the economy will lead to a rapid weakening of the job market. In the future, there is a possibility of rapid deterioration of non-farm data and signs of economic recession.</p><p><img src=\"https://static.tigerbbs.com/55f438fb8ea5777e917ada2da0d94b5d\" tg-width=\"1080\" tg-height=\"516\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>The possibility of the Fed's rate hike slowing in December</b></p><p><b>As far as the rhythm of rate hike during the year is concerned, there is the possibility that the Fed will slow down its rate hike, and it is necessary to pay close attention to the Fed's statement on the future rate hike path at the November interest rate meeting.</b>Last Friday, the Wall Street Journal published an article alluding to the time when the Federal Reserve is considering slowing down its rate hike. Some Federal Reserve officials recently said that the Federal Reserve should start planning to reduce the magnitude of its rate hike and expressed concerns about too aggressive rate hike. The market's concerns about the economy have risen, rate hike expectations have been lowered, and the US Dollar Index and US Treasury yields have fallen. Whether the Fed will slow its rate hike to 50bps in December in the future needs to pay close attention to the upcoming economic data such as US GDP, the follow-up US inflation data and the Fed's statement at the interest rate meeting in November. If the US economic data deteriorates rapidly and the US inflation stickiness is still high, there is the possibility that the Fed will slow down its rate hike in December but raise the Fed's rate hike endpoint forecast (4.6% in September).</p><p><b>But in the long run, a sharp decline in inflation needs to wait for at least next year.</b>At present, the supply-side pressure has eased. The supply chain pressure index of the New York Fed has declined for many consecutive months, the freight index has dropped sharply, and the waiting time of U.S. ports has become normal. However, demand is still resilient, and wage growth is expected to remain at a high level in the short term, resulting in high inflation stickiness of core commodities and core services, limited room for the future decline of superimposed energy prices, and the rate of inflation decline during the year may be slow. If the geopolitical conflict does not intensify further, we expect the inflation level in the United States to be at the level of 6.8%-8.0% by the end of this year. It is expected that in the first half of next year, driven by the lagging influence of monetary tightening and the superimposed base effect, inflation in the United States may drop sharply, or drop back to about 6% in the first quarter of next year.</p><p><img src=\"https://static.tigerbbs.com/7529fed562506cc18070938dd20ef6a9\" tg-width=\"1080\" tg-height=\"514\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/be376af08e9128c7f2dc0e631858b980\" tg-width=\"1080\" tg-height=\"510\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>The Federal Reserve may stop its rate hike in the first quarter of next year, and the rate hike end point may be around 5%.</b>At the end of this year and the first quarter of next year, the U.S. economy and labor market will face a high risk of deterioration, and there will be some progress in controlling inflation in the first quarter of next year. Therefore, if there is no new impact on the supply side, there is a high probability that the Federal Reserve will stop its rate hike in the first quarter of next year. From the perspective of Taylor's rule and real interest rate, although there is the possibility that the Fed's rate hike guidance will be raised again during the year, it is expected that the end level of the rate hike will be around 5%, which is a desirable tightening level.</p><p><img src=\"https://static.tigerbbs.com/9919c4be6d174c5ffcb1ca9db5581f20\" tg-width=\"1080\" tg-height=\"546\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>conclusion</b></p><p>Although the US GDP rebounded beyond expectations in the third quarter, at present, the US real estate has shown obvious signs of recession. The future resilience of US consumption and the narrowing trend of trade deficit may be difficult to sustain, and corporate investment is expected to continue to slow down. However, at present, the industrial production and service industries are still booming, and the labor market is still strong. The breadth of the US economic downturn is not expected to reach a substantial recession, and it is expected to enter a substantial recession in the first half of next year. The pace of the Fed's rate hike remains highly data-dependent, and the slowdown in rate hike is approaching. When the rate hike slows down, we need to pay close attention to the follow-up important data and the Federal Reserve's statement. There is the possibility that the rate hike of the Federal Reserve will slow down in December this year. Considering the downward pressure on the US economy, the Federal Reserve may stop its rate hike in the first quarter of next year, and the end point of the rate hike may be about 5%.</p><p></body></html></p>","source":"mxbt","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>Is the US economy far from a substantial recession?</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\">\nIs the US economy far from a substantial recession?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">明晰笔谈</strong><span class=\"h-time small\">2022-10-28 15:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Core Perspectives</b></p><p><b>The decline of private inventory slowed down, corporate investment and government expenditure increased, the trade deficit narrowed, and the resilience of superimposed service consumption pushed the U.S. GDP to achieve a positive growth slightly exceeding expectations in the third quarter. However, at present, some industries in the US economy have shown recession signals, especially the real estate market. The U.S. economy is already on the verge of recession, and we need to pay attention to the trend of the industry, service industry and labor market, which are still resilient at present in the future. We maintain the previous view that the U.S. economy may experience a substantial recession in the first half of next year. In the third quarter, the core PCE inflation stickiness is still high, and the judgment that the Fed's rate hike until the first quarter of next year, the rate hike end point is about 5%, is still maintained.</b></p><p><b>Although the GDP of the United States in the third quarter exceeded expectations, its sustainability is doubtful, and some industries have shown signs of recession.</b>In the third quarter, the real GDP of the United States turned positive quarter-on-quarter, with an initial value of 2.6%; The initial value of the core PCE price index in the third quarter was 4.5%, which was in line with expectations and slightly lower than 4.7% in the second quarter, reflecting that the current core inflation is still highly sticky. Under the environment of the Federal Reserve's continuous hawkish rate hike, the US real estate market, which is sensitive to interest rates, has begun to deteriorate, and the resilience and sustainability of US consumption is expected to be limited, showing signs of weakness. The narrowing of the trade deficit in the third quarter is difficult to sustain, especially the strong US dollar will continue to lead to the decline of the competitiveness of US commodities and the slowdown of corporate investment. Therefore, the strong performance of the US economy in the third quarter may be short-lived.</p><p><b>The resilience of economic growth in the United States has been differentiated, real estate may have fallen into recession, the resilience and sustainability of consumption are expected to be limited, and the growth rate of non-residential investment is likely to be negative in the fourth quarter.</b>Interest-sensitive real estate has already shown signs of recession. The Federal Reserve's aggressive rate hike has pushed mortgage rates up sharply. Many real estate indicators show that the risk of impending recession in the U.S. economy is high. Under the background of continuously high inflation, the future savings and income will support consumption weakly. In the third quarter, the actual personal consumption expenditure declined at an annual rate, and consumption is expected to continue to be weak. Tightening loan conditions and rising interest rates will put downward pressure on demand and profits. The growth rate of non-residential investment in the United States is expected to grow slowly, and there is the possibility of negative growth in the fourth quarter.</p><p><b>However, the related indicators of industry and service industries have not yet fallen into the warning range, and the superimposed job market indicators have performed well, indicating that the current risk of economic recession is low.</b>It is often the one to two quarters of year-on-year growth in the overall industrial output index that plummets to zero (subsequent decline is required), which is the sign of the beginning of a recession. However, at present, the growth rate of total industrial output is stable near the upper limit of the warning range (0% to 2.5%), and there is no sign of sudden decline; Similarly, the non-manufacturing PMI is still above 55, so the current recession risk is low. At the same time, the U.S. job market is still resilient. The Sam Rule recession indicator and the new non-farm payrolls indicator show that the current U.S. economy has hardly entered a recession.</p><p><b>A sharp decline in inflation needs to wait for at least next year, and the Federal Reserve may stop its rate hike in the first quarter of next year.</b>We believe that there is a possibility that the Fed will slow down its rate hike during the year, and we need to pay close attention to the Fed's position on the future rate hike path at the November interest rate meeting. A sharp decline in inflation needs to wait for at least next year. At present, the pressure on the supply side has eased, but the demand is still resilient. The space for the future decline of superimposed energy prices is limited, and the rate of inflation decline during the year may be slow. Considering the downward pressure on the US economy, if there is no new impact on the supply side, the Federal Reserve may stop its rate hike in the first quarter of next year. From the perspective of Taylor's Rule and real interest rates, a rate hike end-point level of around 5% is a desirable level of tightening.</p><p><b>Conclusion:</b>Although the US GDP rebounded beyond expectations in the third quarter, at present, the US real estate has shown obvious signs of recession. The future resilience of US consumption and the narrowing trend of trade deficit may be difficult to sustain, and corporate investment is expected to continue to slow down. However, at present, the industrial production and service industries are still booming, and the labor market is still strong. The breadth of the US economic downturn is not expected to reach a substantial recession, and it is expected to enter a substantial recession in the first half of next year. The pace of the Fed's rate hike remains highly data-dependent, and the slowdown in rate hike is approaching. When the rate hike slows down, we need to pay close attention to the follow-up important data and the Federal Reserve's statement. There is the possibility that the rate hike will slow down in December this year. Considering the downward pressure on the US economy, the Federal Reserve may stop its rate hike in the first quarter of next year, and the end point of the rate hike may be about 5%.</p><p>The decline of private inventory slowed down, corporate investment and government expenditure increased, the trade deficit narrowed, and the resilience of superimposed service consumption pushed the U.S. GDP to achieve a positive growth slightly exceeding expectations in the third quarter. However, at present, some industries in the US economy have shown recession signals, especially the real estate market. The U.S. economy is already on the verge of recession, and we need to pay attention to the trend of the industry, service industry and labor market, which are still resilient at present in the future. We maintain the previous view that the U.S. economy may experience a substantial recession in the first half of next year. In the third quarter, the core PCE inflation stickiness is still high, and the judgment that the Fed's rate hike until the first quarter of next year, the rate hike end point is about 5%, is still maintained.</p><p><b>Some U.S. industries are already showing signs of recession, and the time of recession is approaching</b></p><p><b>In the third quarter, the initial value of the quarter-on-quarter annual rate of real GDP in the United States turned positive, recording 2.6%, slightly exceeding the expected 2.4%. The initial value of the core PCE price index in the third quarter was 4.5%, which was consistent with expectations and slightly lower than 4.7% in the second quarter.</b>The final value of the quarter-on-quarter annual rate of real GDP in the United States in the second quarter was-0.6%, and the initial value of the quarter-on-quarter annual rate in the third quarter was 2.6%, slightly exceeding market expectations. The quarter-on-quarter increase in real GDP in the United States in the third quarter was mainly due to the decrease in the scale of private inventory decline, the rebound of corporate investment, the narrowing of trade deficit (import demand declined and export growth slightly increased), the turnaround of government expenditure and the resilience of service consumption. In the third quarter, the core PCE only decreased slightly from the previous quarter, reflecting that the current core inflation is still highly sticky.</p><p><b>Although some industries in the United States are currently at high risk of recession, the breadth of economic deterioration risk is still limited. The U.S. economy is approaching the point of recession, or it will enter a substantial recession in the first half of next year.</b>Under the environment of the Federal Reserve's continuous hawkish rate hike, the US real estate market, which is sensitive to interest rates, has begun to deteriorate, and the resilience and sustainability of US consumption is expected to be limited, showing signs of weakness. The narrowing of the trade deficit in the third quarter is difficult to sustain, especially the strong US dollar will continue to lead to the decline of the competitiveness of US commodities and the slowdown of corporate investment. Therefore, the strong performance of the US economy in the third quarter may be short-lived. From the perspective of other economic indicators, the current industry and service industries are still resilient, and the labor market is still strong. Therefore, although the US economy has slowed down sharply at present, the breadth of the economic slowdown may not yet reach the state of substantial recession, but the time of recession may be approaching, and the United States may enter a substantial recession in the first half of next year.</p><p><b>The resilience of U.S. economic growth has diverged, and real estate may have fallen into recession</b></p><p><b>The interest-rate-sensitive housing market is already showing signs of recession, or is already in recession.</b>The Federal Reserve's aggressive rate hike has pushed up the mortgage interest rate sharply. At present, the 15-year and 30-year mortgage interest rates have been at the level of 6%-7% in 2006, which is significantly higher than the 3%-4% level after the financial crisis and before the epidemic. Therefore, more buyers stopped to wait and see, and the housing sales data dropped sharply. In August, the S&P/Case-Shiller national house price index dropped sharply month-on-month, and the decline was faster than that during the financial crisis in 2008, so the real estate development business slowed down the start-up speed. At present, the housing price has continuously grown sharply from the previous month, the housing sales data has fallen into the dangerous range (450,000-600,000 sets), and the scale of housing construction is about to fall into the warning range (1.2 million-1.4 million sets). Many real estate indicators show that the risk of impending recession in the US economy is high. Considering seasonal factors and the fact that the Federal Reserve will not stop the pace of rate hike in the short term, the housing market is expected to continue downward, further weighing on U.S. GDP.</p><p><img src=\"https://static.tigerbbs.com/399ff9db5be9ffcc7242cb27bfc3aede\" tg-width=\"1080\" tg-height=\"505\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/93d779cb3c571579a83e6cefdaa4ac2a\" tg-width=\"1080\" tg-height=\"499\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/2d7a57283fbdc0da04fcfdcc19aa642b\" tg-width=\"1080\" tg-height=\"501\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Under the background of continuously high inflation, savings and income will support consumption weakly in the future, and consumption is expected to continue to be weak.</b>Real income growth rate and real deposit growth rate are one of the core determinants of consumer spending, and high inflation will erode residents' income level and savings level. Based on the calculation of excess savings, the excess savings obtained by residents after the impact of the epidemic may be exhausted in the fourth quarter, and the actual income growth rate has exceeded the lower limit of the alert range. In the future, the support of excess savings and income for consumption will be limited. In the third quarter, real personal consumption expenditure declined at an annual rate from the previous quarter, and continued to be in the 1%-3% range, which is a sign of an (imminent) economic recession.</p><p><img src=\"https://static.tigerbbs.com/2e6397ca1f85a0b524fcbe3a2a91f8a6\" tg-width=\"1080\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/08573c68dab5a3f275797701b5d55b5b\" tg-width=\"831\" tg-height=\"423\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/94a3bbffb9ae865b04489cd28957cd9d\" tg-width=\"1080\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/ce846d462c59ac0d188315f5483373c2\" tg-width=\"1080\" tg-height=\"499\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>However, the related indicators of industry and service industries have not yet fallen into the warning range, indicating that their development is still resilient.</b>The synchronization between the overall industrial output index and the economy is strong, and the year-on-year growth rate of the overall industrial output index plummets to zero in one to two quarters (it needs to continue to decline in the future), which is the sign of the beginning of economic recession. However, at present, the growth rate of total industrial output is stable near the upper limit of the warning range (0% to 2.5%), and there is no sign of sudden decline. Similarly, the non-manufacturing PMI is still higher than 55. Judging from these two indicators, the current risk of economic recession is low. If the growth rate of total industrial output plummets below 0 and the non-manufacturing PMI drops below 50, it may reflect that the US economy is about to enter or has entered a recession.</p><p><img src=\"https://static.tigerbbs.com/0dddaa270460c94f451ab30a2ff4d275\" tg-width=\"1080\" tg-height=\"502\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/709c24f1da210ad19cf301f15568ca72\" tg-width=\"1080\" tg-height=\"501\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Tightening loan conditions and rising interest rates will put downward pressure on demand and profits. The growth rate of non-residential investment in the United States is expected to grow slowly, and there is the possibility of negative growth in the fourth quarter.</b>Non-residential investment improved marginally in the third quarter, with the quarter-on-quarter growth rate rebounding from 0.1% in the second quarter to 3.7%, contributing 0.49% to GDP in the third quarter. Although the quarter-on-quarter growth rate of enterprise investment improved in the third quarter due to the low base in the previous quarter, the overall trend is still downward. High inflation and rapidly rising interest rates have led to a rapid decline in demand in the United States. In September, the manufacturing PMI quickly dropped to 50.9, and the new PMI orders have dropped to 47.1. In the second quarter of 2022, the loan standard has begun to tighten. At present, the corporate leverage ratio is at a historically high level. The negative impact of the Federal Reserve's continued hawkish rate hike on corporate finance is expected to gradually appear. At present, the downward risk of the economy is relatively high, and enterprises' expectations for future operating performance are pessimistic. The downward trend of enterprise investment will continue, and there is a risk of rapid deterioration. The quarter-on-quarter growth rate of enterprise investment may turn into negative growth in the fourth quarter of this year or the first half of next year.</p><p><img src=\"https://static.tigerbbs.com/ad96ecee10a4be2095ce1382663d4322\" tg-width=\"1080\" tg-height=\"531\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S. Job Market Remains Resilient</b></p><p><b>First of all, the unemployment rate rising by 0.5% or more from the previous low is a good synchronization indicator of economic recession, and this indicator shows that the current U.S. labor market is still on the strong side, and the U.S. economy is hardly in recession.</b>Federal Reserve economist Claudia Sahm has proposed an Indicator that indicates when a Recession starts: the Sahm Rule Recession Indicator (Sahm, 2019) [1], which is constructed as the difference between the 3-month average unemployment rate and the previous 12-month low. If the SAM recession index is greater than 0.5%, it indicates that the economy is in recession. This index accurately indicates every economic recession after 1970, and it can be judged whether the economy is in recession before the beginning of the recession announced by NBER (there is a lag in the recession announced by NBER). Therefore, based on this indicator, it is difficult to say that the current US economy has entered a recession.</p><p><img src=\"https://static.tigerbbs.com/4ed072d0bca57c187bb23fe4aa588077\" tg-width=\"1080\" tg-height=\"534\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>[1] Sahm C. Direct stimulus payments to individuals [J]. Recession ready: Fiscal policies to stabilize the American economy, 2019: 67-92.</p><p><b>At the same time, although the number of new non-farm payrolls has weakened, it has not yet triggered the signal of a recession.</b>The decline of new non-farm payrolls to the range of 100,000 to 200,000 is a sign that the risk of economic recession is greater, while the decline of new non-farm payrolls exceeding 100,000 (the point at which the downward trend continues rather than the volatile trend) is a more accurate synchronization indicator of economic recession. Since 1960, the signal has only been misjudged in 1967, and the accuracy and synchronization of the indicator are high. The point when the indicator exceeds 100,000 people is usually slightly ahead of the economic recession, and the average point is one month ahead of the economic recession. In September, the number of new non-farm payrolls (3-month average) was 371,700, which is still a certain distance from 100,000. The possibility of short-term economic recession is small, but the deterioration of the economy will lead to a rapid weakening of the job market. In the future, there is a possibility of rapid deterioration of non-farm data and signs of economic recession.</p><p><img src=\"https://static.tigerbbs.com/55f438fb8ea5777e917ada2da0d94b5d\" tg-width=\"1080\" tg-height=\"516\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>The possibility of the Fed's rate hike slowing in December</b></p><p><b>As far as the rhythm of rate hike during the year is concerned, there is the possibility that the Fed will slow down its rate hike, and it is necessary to pay close attention to the Fed's statement on the future rate hike path at the November interest rate meeting.</b>Last Friday, the Wall Street Journal published an article alluding to the time when the Federal Reserve is considering slowing down its rate hike. Some Federal Reserve officials recently said that the Federal Reserve should start planning to reduce the magnitude of its rate hike and expressed concerns about too aggressive rate hike. The market's concerns about the economy have risen, rate hike expectations have been lowered, and the US Dollar Index and US Treasury yields have fallen. Whether the Fed will slow its rate hike to 50bps in December in the future needs to pay close attention to the upcoming economic data such as US GDP, the follow-up US inflation data and the Fed's statement at the interest rate meeting in November. If the US economic data deteriorates rapidly and the US inflation stickiness is still high, there is the possibility that the Fed will slow down its rate hike in December but raise the Fed's rate hike endpoint forecast (4.6% in September).</p><p><b>But in the long run, a sharp decline in inflation needs to wait for at least next year.</b>At present, the supply-side pressure has eased. The supply chain pressure index of the New York Fed has declined for many consecutive months, the freight index has dropped sharply, and the waiting time of U.S. ports has become normal. However, demand is still resilient, and wage growth is expected to remain at a high level in the short term, resulting in high inflation stickiness of core commodities and core services, limited room for the future decline of superimposed energy prices, and the rate of inflation decline during the year may be slow. If the geopolitical conflict does not intensify further, we expect the inflation level in the United States to be at the level of 6.8%-8.0% by the end of this year. It is expected that in the first half of next year, driven by the lagging influence of monetary tightening and the superimposed base effect, inflation in the United States may drop sharply, or drop back to about 6% in the first quarter of next year.</p><p><img src=\"https://static.tigerbbs.com/7529fed562506cc18070938dd20ef6a9\" tg-width=\"1080\" tg-height=\"514\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/be376af08e9128c7f2dc0e631858b980\" tg-width=\"1080\" tg-height=\"510\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>The Federal Reserve may stop its rate hike in the first quarter of next year, and the rate hike end point may be around 5%.</b>At the end of this year and the first quarter of next year, the U.S. economy and labor market will face a high risk of deterioration, and there will be some progress in controlling inflation in the first quarter of next year. Therefore, if there is no new impact on the supply side, there is a high probability that the Federal Reserve will stop its rate hike in the first quarter of next year. From the perspective of Taylor's rule and real interest rate, although there is the possibility that the Fed's rate hike guidance will be raised again during the year, it is expected that the end level of the rate hike will be around 5%, which is a desirable tightening level.</p><p><img src=\"https://static.tigerbbs.com/9919c4be6d174c5ffcb1ca9db5581f20\" tg-width=\"1080\" tg-height=\"546\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>conclusion</b></p><p>Although the US GDP rebounded beyond expectations in the third quarter, at present, the US real estate has shown obvious signs of recession. The future resilience of US consumption and the narrowing trend of trade deficit may be difficult to sustain, and corporate investment is expected to continue to slow down. However, at present, the industrial production and service industries are still booming, and the labor market is still strong. The breadth of the US economic downturn is not expected to reach a substantial recession, and it is expected to enter a substantial recession in the first half of next year. The pace of the Fed's rate hike remains highly data-dependent, and the slowdown in rate hike is approaching. When the rate hike slows down, we need to pay close attention to the follow-up important data and the Federal Reserve's statement. There is the possibility that the rate hike of the Federal Reserve will slow down in December this year. Considering the downward pressure on the US economy, the Federal Reserve may stop its rate hike in the first quarter of next year, and the end point of the rate hike may be about 5%.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/r3Vdg0FuEmM0T4uVVcoyMw\">明晰笔谈</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5e44b70b343e617916e4a645ff4d3c6c","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/r3Vdg0FuEmM0T4uVVcoyMw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190853659","content_text":"核心观点私人库存下降速度放缓，企业投资与政府支出增加，贸易逆差缩小，叠加服务消费保持韧性推动了三季度美国GDP实现略超预期的正增长。但当前美国经济部分产业已经出现衰退信号，尤其是房地产市场。美国经济已处于衰退边缘，未来需关注当前仍具有韧性的工业、服务业、劳动力市场的走势，我们维持此前美国经济或于明年上半年实质性衰退的观点。三季度核心PCE通胀粘性仍较高，仍然维持美联储加息至明年一季度，加息终点为5%左右的判断。美国三季度GDP虽然超预期，但是可持续性存疑，部分行业已出现衰退迹象。美国三季度实际GDP环比折年率转正，初值录得2.6%；三季度核心PCE物价指数初值为4.5%，与预期一致，略低于二季度的4.7%，反映出当前核心通胀仍具有高粘性。在美联储持续鹰派加息的环境下，作为利率敏感的美国房地产市场已经开始恶化，美国消费的韧性持续性料将有限，已经出现疲软迹象，三季度出现的贸易逆差缩小的情形较难持续，尤其是美元强势会继续导致美国商品竞争力下降，企业投资放缓趋势将持续，因此美国三季度经济较强劲的亮眼表现或为昙花一现。美国经济增长的韧性有所分化，房地产或已陷入衰退，消费的韧性持续性料将有限，非住宅投资增速存在四季度负增长的可能性。利率敏感的房地产已经出现衰退迹象，美联储激进加息推升抵押贷款利率大幅上行，房地产多项指标均显示出美国经济即将衰退的风险较高。通胀持续高位运行的背景下，未来储蓄以及收入对于消费的支撑较弱，第三季度实际个人消费支出环比折年率下滑，消费预计将继续疲软。贷款条件收紧、利率上行会对需求以及利润造成下行压力，美国非住宅投资增速预计将缓慢增长，存在四季度负增长的可能性。而工业、服务业相关指标还未落入警示区间，叠加就业市场指标表现良好，显示当前经济衰退风险偏低。往往是工业总体产出指数同比增速1至2个季度骤降至零（需后续继续下降）是经济衰退的开始的标志。但目前工业总产出增速稳定在警示区间（0%至2.5%）的上限附近，还未出现骤降迹象；相似的，非制造业PMI仍高于55，因此当前经济衰退风险偏低。同时，美国就业市场仍具有韧性，萨姆规则衰退指标和新增非农就业人数指标显示当前美国经济难言已经步入衰退。通胀大幅回落至少需等待明年，美联储或在明年一季度停止加息。我们认为年内存在美联储放缓加息的可能性，需高度关注11月议息会议美联储对于未来加息路径的表态。通胀大幅回落至少需等待明年，当前供给端压力有所缓解，但需求仍具有韧性，叠加能源价格未来下跌空间有限，年内通胀回落速度或偏慢。考虑到美国经济下行压力，若供应端没有新的冲击，美联储或于明年一季度停止加息。从泰勒规则以及实际利率角度来看，加息终点水平位于5%左右是合意的紧缩水平。结论：虽然三季度美国GDP超预期反弹，但目前美国房地产已经出现明显的衰退迹象，美国消费未来的韧性以及贸易逆差缩窄趋势或难持续，企业投资预计也将继续放缓，但目前工业生产、服务行业仍景气，劳动力市场仍偏强，美国经济下行的广度预计还未达到实质性衰退，预计或于明年上半年步入实质性衰退。美联储加息节奏仍然是高度依赖数据，同时加息放缓时点已经临近。加息放缓时点需高度关注后续重要数据以及美联储表态，存在加息于今年12月放缓的可能性，考虑到美国经济下行压力，美联储或于明年一季度停止加息，加息终点或为5%左右。私人库存下降速度放缓，企业投资与政府支出增加，贸易逆差缩小，叠加服务消费保持韧性推动了三季度美国GDP实现略超预期的正增长。但当前美国经济部分产业已经出现衰退信号，尤其是房地产市场。美国经济已处于衰退边缘，未来需关注当前仍具有韧性的工业、服务业、劳动力市场的走势，我们维持此前美国经济或于明年上半年实质性衰退的观点。三季度核心PCE通胀粘性仍较高，仍然维持美联储加息至明年一季度，加息终点为5%左右的判断。美国部分行业已出现衰退迹象，衰退时点临近美国三季度实际GDP环比折年率初值转正，录得2.6%，略超预期的2.4%，三季度核心PCE物价指数初值为4.5%，与预期一致，略低于二季度4.7%。美国二季度实际GDP环比折年率终值为-0.6%，三季度环比折年率初值为2.6%，略超市场预期。第三季度美国实际GDP环比上升主要由于私人库存下降规模减少、企业投资有所反弹、贸易逆差缩窄（进口需求下滑并且出口增速小幅上升）、政府支出转为增加以及服务消费仍具有韧性。三季度核心PCE环比仅小幅下降，反映出当前核心通胀仍具有高粘性。虽然美国部分行业当前已具有较高的衰退风险，但经济恶化风险的广度仍有限，美国经济已临近衰退时点，或在明年上半年步入实质性衰退。在美联储持续鹰派加息的环境下，作为利率敏感的美国房地产市场已经开始恶化，美国消费的韧性持续性料将有限，已经出现疲软迹象，三季度出现的贸易逆差缩小的情形较难持续，尤其是美元强势会继续导致美国商品竞争力下降，企业投资放缓趋势将持续，因此美国三季度经济较强劲的亮眼表现或为昙花一现。从其他经济指标来看，当前工业、服务业仍存在韧性，劳动力市场仍偏强劲。因此虽然目前美国经济已经出现大幅放缓，但是经济放缓的广度或还未达到实质性衰退的境地，但衰退时点或已临近，美国或在明年上半年步入实质性衰退。美国经济增长的韧性有所分化，房地产或已陷入衰退利率敏感的房地产市场已经出现衰退迹象，或已步入衰退。美联储激进加息推升抵押贷款利率大幅上行，当前15年期以及30年期抵押贷款利率已位于2006年的6%-7%的水平，已大幅高于金融危机后、疫情冲击前较长一段3%-4%的水平。因而较多购房者停下脚步观望，住房销售数据大幅下滑，8月标普／Case-Shiller全美房价指数环比大幅下滑，下降幅度快与08年金融危机时期，房地产开发商业因此减缓开工速度。当前房价环比已连续大幅负增长，住房销售数据已跌入危险区间（45-60万套），住房开工规模即将跌入警示区间（120万套-140万套），房地产多项指标均显示出美国经济即将衰退的风险较高。考虑季节性因素以及美联储短期不会停止加息步伐，因此房地产市场预计将继续下行，进一步拖累美国GDP。通胀持续高位运行的背景下，未来储蓄以及收入对于消费的支撑较弱，消费预计将继续疲软。实际收入增速以及实际存款增速是消费支出的核心决定因素之一，而高通胀会侵蚀居民收入水平以及储蓄水平。基于对超额储蓄的测算，疫情冲击后居民获得的超额储蓄或于四季度消耗殆尽，实际收入增速已突破警戒范围的下限，未来超额储蓄以及收入对于消费的支撑将较有限。第三季度实际个人消费支出环比折年率下滑，继续处于1%-3%的区间为经济（即将）衰退的迹象。而工业、服务业相关指标还未落入警示区间，显示其发展仍具有韧性。工业总体产出指数与经济的同步性较强，往往是工业总体产出指数同比增速1至2个季度骤降至零（需后续继续下降）是经济衰退的开始的标志。但目前工业总产出增速稳定在警示区间（0%至2.5%）的上限附近，还未出现骤降迹象，相似的，非制造业PMI仍高于55。从这两个指标判断，当前经济衰退风险偏低，若工业总产出增速骤降至0以下、非制造业PMI降至50以下或反映出美国经济即将或已经步入衰退。贷款条件收紧、利率上行会对需求以及利润造成下行压力，美国非住宅投资增速预计将缓慢增长，存在四季度负增长的可能性。非住宅投资三季度边际好转，环比增速由二季度0.1%反弹至3.7%，对三季度GDP的贡献率为0.49%，虽然或由于上季度低基数，三季度企业投资环比增速有所好转，但整体仍然为趋势性下行。高通胀以及快速提升的利率水平导致美国需求快速回落，9月制造业PMI快速回落至50.9，PMI新订单已下降至47.1，2022年第二季度贷款标准已开始收紧，目前企业杠杆率处于历史高位，美联储继续鹰派加息对于企业财务的负面影响预计将逐步显现。叠加目前经济下行风险较大，企业对于未来经营业绩的预期偏悲观，企业投资的下行趋势将持续，存在快速恶化的风险，企业投资环比增速或于今年四季度或明年上半年转为负增长。美国就业市场仍具有韧性首先，失业率较此前低点上升0.5%及以上是较好的经济衰退的同步指标，而该指标显示出当前美国劳动力市场仍偏强劲，美国经济难言已经步入衰退。美联储经济学家Claudia Sahm提出了一个预示经济衰退开始时点的指标：萨姆规则衰退指标（Sahm Rule Recession Indicator）（Sahm，2019）【1】 ，该指标构造方式为3个月平均失业率与前12个月的低点的差值。萨姆衰退指标大于0.5%则预示经济正处于衰退之中，该指标准确的指示了1970年后的每一次经济衰退，可以在NBER宣布经济衰退开始时点前（NBER宣布衰退存在滞后性）判断出经济是否陷入了衰退。因此，基于该指标当前美国经济难言已经步入衰退。【1】Sahm C. Direct stimulus payments to individuals[J]. Recession ready: Fiscal policies to stabilize the American economy, 2019: 67-92.同时新增非农就业人数虽然趋弱但还未触发经济衰退的信号。新增非农就业人数下降至10至20万人的区间是一种经济衰退风险较大的迹象，而新增非农就业人数向下突破10万人（出现继续下行趋势而非震荡态势的时点）是经济衰退较为准确的同步指标。1960年以来，该信号仅在1967年误判了，指标的准确性较高并且同步性较强，该指标突破10万人时点通常略领先经济衰退，平均领先经济衰退时点1个月。9月新增非农就业人数（3个月平均）为37.17万人，离10万人还有一定的距离，短期经济衰退的可能性较小，但经济恶化会导致就业市场迅速转弱，未来非农数据存在快速恶化，出现经济衰退迹象的可能性。美联储加息存在于12月放缓的可能性对于年内加息节奏而言，存在美联储放缓加息的可能性，需高度关注11月议息会议美联储对于未来加息路径的表态。上周五《华尔街日报》发布文章暗指美联储在考虑放缓加息时点，一些美联储官员近期表示美联储应该开始计划减少加息幅度并表达了对于过于激进加息的担忧。市场对于经济的担忧上升，加息预期有所下调，美元指数以及美债利率下行。未来美联储是否会在12月放缓加息至50bps，需高度关注即将披露的美国GDP等经济数据、后续美国通胀数据以及美联储在11月议息会议的表态。若美国经济数据恶化较快且美国通胀粘性仍较高，存在美联储于12月放缓加息但上调美联储加息终点预测（9月为4.6%）的可能性。但是长期来看，通胀大幅回落至少需等待明年。当前供给端压力有所缓解，纽约联储供应链压力指数连续多个月下降，货运指数大幅下降，美国港口等待时间趋于常态。但需求仍具有韧性，薪资增长短期预计仍将高位运行，导致核心商品与核心服务通胀粘性较高，叠加能源价格未来下跌空间有限，年内通胀回落速度或偏慢。若地缘政治冲突不再进一步加剧，今年年底我们预计美国通胀水平或在6.8%-8.0%水平。预计明年上半年在货币紧缩滞后性影响的推动下，叠加基数效应，美国通胀可能会出现偏大幅回落，或在明年一季度回落至6%左右。美联储或于明年一季度停止加息，加息终点或为5%左右。今年年底以及明年一季度美国经济以及劳动力市场都将面临较高的恶化风险，控制通胀或于明年一季度出现一定进展，因此若供应端没有新冲击，美联储明年一季度停止加息概率较大。从泰勒规则以及实际利率角度来看，虽然年内存在美联储加息指引再度上调的可能性，但是预计加息终点水平位于5%左右是合意的紧缩水平。结论虽然三季度美国GDP超预期反弹，但目前美国房地产已经出现明显的衰退迹象，美国消费未来的韧性以及贸易逆差缩窄趋势或难持续，企业投资预计也将继续放缓，但目前工业生产、服务行业仍景气，劳动力市场仍偏强，美国经济下行的广度预计还未达到实质性衰退，预计或于明年上半年步入实质性衰退。美联储加息节奏仍然是高度依赖数据，同时加息放缓时点已经临近。加息放缓时点需高度关注后续重要数据以及美联储表态，存在美联储加息于今年12月放缓的可能性，考虑到美国经济下行压力，美联储或于明年一季度停止加息，加息终点或为5%左右。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986210782,"gmtCreate":1666961181846,"gmtModify":1676537840055,"author":{"id":"4105324555361630","authorId":"4105324555361630","name":"666六六六666","avatar":"https://community-static.tradeup.com/news/f17ce635622014b3976557e79bd7f1e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105324555361630","authorIdStr":"4105324555361630"},"themes":[],"htmlText":"y","listText":"y","text":"y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986210782","isVote":1,"tweetType":1,"viewCount":1076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981872002,"gmtCreate":1666485451706,"gmtModify":1676537759954,"author":{"id":"4105324555361630","authorId":"4105324555361630","name":"666六六六666","avatar":"https://community-static.tradeup.com/news/f17ce635622014b3976557e79bd7f1e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105324555361630","authorIdStr":"4105324555361630"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981872002","repostId":"1108967360","repostType":4,"repost":{"id":"1108967360","kind":"news","pubTimestamp":1666406360,"share":"https://ttm.financial/m/news/1108967360?lang=en_US&edition=fundamental","pubTime":"2022-10-22 10:39","market":"us","language":"zh","title":"Apple's chief product designer to leave, design director job vacant for the first time","url":"https://stock-news.laohu8.com/highlight/detail?id=1108967360","media":"华尔街见闻","summary":"她的继任者还未被提名。","content":"<p><html><head></head><body>Author: Liu Qian</p><p>On Friday,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company issued a statement confirming that chief product designer Evans Hankey plans to leave next year, and her successor has not been nominated. This week, Apple announced Hankey's departure internally, and Hankey told colleagues that she would remain at Apple for the next six months. Currently Hankey manages dozens of industrial designers.</p><p>An Apple spokesman said: \"Apple's design team brings together experts from all over the world and in different fields, and they have designed impeccable Apple products. Our senior design team has strong and experienced leaders. Evans plans to stay on while we complete the transition, and we would like to thank her for her leadership and contribution.\"</p><p><b>Hankey's departure marks the first time the position of \"Apple Design Director\" has gone vacant since Jobs regained control of Apple in the late' 90s and appointed famed designer Jony Ive to the role.</b>Hankey succeeded Ive as Apple's design director in 2019 and reports to Apple's head of operations, Jeff Williams.</p><p><b>It is speculated that Richard Howarth is one of the favorite candidates to succeed Hankey.</b>Howarth, a key designer on the Ive and Hankey teams, briefly served as Head of Industrial Design from 2015 to 2017, reporting to Ivy.</p><p>During Hankey's tenure as \"Director of Design,\" Apple launched iPhone 12 to iPhone 14 models and the M1 MacBook. Apple has been working on key innovative devices in recent years, including an MR headset to be launched next year, an AR headset, and an electric vehicle that could be produced years from now. These products will have extremely high requirements for appearance design. Ive's departure that year had a great impact on Apple, and then he founded his own design company LoveFrom, and Apple became its top customer. But the partnership ended this year. It's unclear whether Hankey will go to another company or start his own business.</p><p>It is reported that after Ive's departure, Alan Dye, who leads Apple's design team with Hankey, will stay at Apple and continue to report to Williams. And, Gary Butcher, who served as a top designer in the Dye division and is now Airbnb's vice president of design, is returning to Apple.</p><p>Apple's design team can override manufacturing and financial costs thanks to the precedent set by Jobs. Ive, the former design director of Apple, once told a supplier who was \"embarrassed\", \"Imagine that I have a big bucket of money here, and you can get as much as you want. The only premise is that you have to make what I want\". This has also become one of the creeds of success studies represented by Apple in the future, and it is difficult to achieve \"design\".</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>Apple's chief product designer to leave, design director job vacant for the first time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's chief product designer to leave, design director job vacant for the first time\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\">2022-10-22 10:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Liu Qian</p><p>On Friday,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company issued a statement confirming that chief product designer Evans Hankey plans to leave next year, and her successor has not been nominated. This week, Apple announced Hankey's departure internally, and Hankey told colleagues that she would remain at Apple for the next six months. Currently Hankey manages dozens of industrial designers.</p><p>An Apple spokesman said: \"Apple's design team brings together experts from all over the world and in different fields, and they have designed impeccable Apple products. Our senior design team has strong and experienced leaders. Evans plans to stay on while we complete the transition, and we would like to thank her for her leadership and contribution.\"</p><p><b>Hankey's departure marks the first time the position of \"Apple Design Director\" has gone vacant since Jobs regained control of Apple in the late' 90s and appointed famed designer Jony Ive to the role.</b>Hankey succeeded Ive as Apple's design director in 2019 and reports to Apple's head of operations, Jeff Williams.</p><p><b>It is speculated that Richard Howarth is one of the favorite candidates to succeed Hankey.</b>Howarth, a key designer on the Ive and Hankey teams, briefly served as Head of Industrial Design from 2015 to 2017, reporting to Ivy.</p><p>During Hankey's tenure as \"Director of Design,\" Apple launched iPhone 12 to iPhone 14 models and the M1 MacBook. Apple has been working on key innovative devices in recent years, including an MR headset to be launched next year, an AR headset, and an electric vehicle that could be produced years from now. These products will have extremely high requirements for appearance design. Ive's departure that year had a great impact on Apple, and then he founded his own design company LoveFrom, and Apple became its top customer. But the partnership ended this year. It's unclear whether Hankey will go to another company or start his own business.</p><p>It is reported that after Ive's departure, Alan Dye, who leads Apple's design team with Hankey, will stay at Apple and continue to report to Williams. And, Gary Butcher, who served as a top designer in the Dye division and is now Airbnb's vice president of design, is returning to Apple.</p><p>Apple's design team can override manufacturing and financial costs thanks to the precedent set by Jobs. Ive, the former design director of Apple, once told a supplier who was \"embarrassed\", \"Imagine that I have a big bucket of money here, and you can get as much as you want. The only premise is that you have to make what I want\". This has also become one of the creeds of success studies represented by Apple in the future, and it is difficult to achieve \"design\".</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3672975\">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/2ba0002b4abb7167a14c49dc51861a57","relate_stocks":{"AAPL":"苹果"},"source_url":"https://wallstreetcn.com/articles/3672975","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1108967360","content_text":"作者：刘茜周五，苹果公司发表声明，确认首席产品设计师Evans Hankey计划明年离职，她的继任者还未被提名。本周，苹果内部宣布了Hankey的离职消息，Hankey告诉同事，未来六个月她将继续留在苹果。目前Hankey管理着几十个工业设计师。苹果公司发言人称：“苹果公司的设计团队汇集了来自世界各地和不同领域的专家，他们设计出了无懈可击的苹果产品。我们的高级设计团队拥有强大的经验丰富的领导者。Evans计划在我们完成过渡期间继续留任，我们要感谢她的领导和所做出的贡献。”Hankey的离职标志着，自乔布斯在90年代末重新掌控苹果公司并任命著名设计师Jony Ive担任该职务以来，“苹果设计总监”这一职位首次出现空缺。Hankey于2019年接替Ive成为苹果设计总监，并向苹果的运营主管Jeff Williams汇报。外界推测，Richard Howarth是接替Hankey的热门候选人之一。Howarth是Ive和Hankey团队的关键设计师，他曾在2015年至2017年期间短暂担任工业设计主管，向Ivy汇报。在Hankey担任“设计总监”期间，苹果推出了iPhone 12至iPhone 14机型和M1 MacBook。苹果近年来一直在研发关键的创新型设备，包括将于明年推出的MR头显、AR头显以及可能在多年后生产的电动汽车。这些产品都会对于外观设计有着极高的要求。当年Ive的离职给苹果带来了很大的影响，随后他创办了自己的设计公司LoveFrom，苹果成为其顶级客户。但这种合作关系在今年结束。目前还不清楚Hankey是否会去另一家公司还是自立门户。据报道，在Ive离职后，与Hankey一起领导苹果设计团队的Alan Dye则会留在苹果工作，并继续向Williams报告。而且，曾在Dye部门担任顶级设计师、现任Airbnb设计副总裁的Gary Butcher将重返苹果。苹果设计团队可以凌驾于生产制造和财务成本之上，这还是得益于乔布斯开创的先例。苹果前任设计总监Ive曾经对一个“表示为难”的供应商说，“想象一下，我这里有一大桶的钱，你想拿多少就可以拿多少，唯一的前提就是，你必须把我要的东西给做出来”。这也在日后成为了苹果所代表的成功学的信条之一，排开万难以求“设计”成真。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981876720,"gmtCreate":1666485434560,"gmtModify":1676537759953,"author":{"id":"4105324555361630","authorId":"4105324555361630","name":"666六六六666","avatar":"https://community-static.tradeup.com/news/f17ce635622014b3976557e79bd7f1e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105324555361630","authorIdStr":"4105324555361630"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981876720","repostId":"1137093031","repostType":4,"repost":{"id":"1137093031","kind":"news","pubTimestamp":1666433451,"share":"https://ttm.financial/m/news/1137093031?lang=en_US&edition=fundamental","pubTime":"2022-10-22 18:10","market":"us","language":"zh","title":"Vaccine stocks collectively soared, and the price increase of overseas COVID-19 vaccines is coming?","url":"https://stock-news.laohu8.com/highlight/detail?id=1137093031","media":"华尔街见闻","summary":"辉瑞预计其疫苗价格将涨至每剂110美元至130美元。","content":"<p><html><head></head><body>Author: Han Xuyang</p><p>As vaccines will be transferred from the system managed by the U.S. federal government to the commercial market, overseas COVID-19 vaccines may usher in a wave of price increases.</p><p>On October 20, Pfizer revealed that it would raise the commercial selling price of its COVID-19 vaccine, and it is expected that the price of its vaccine will rise to $110 to $130 per dose.</p><p>Based on the median value of this commercial selling price of $120, which is four times the purchase price of the U.S. government (about $30 per dose of vaccine), the market expects its revenue to increase significantly. Pfizer shares closed with a gain of nearly 5% on Friday.</p><p><img src=\"https://static.tigerbbs.com/f1fd780d0a75086fc66d7729a9215f1a\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><b>Beginning in 2023, COVID vaccines will transition from U.S. government procurement to a typical commercial sales model.</b>U.S. government officials said companies such as Pfizer will eventually sell COVID vaccines in commercial markets just as they sell other vaccines, drugs and tests.</p><p>Pfizer said the commercial rollout of the COVID-19 vaccine could begin as early as early next year, although it will also depend on factors such as when the contract with the U.S. government expires and when the existing vaccine supply in the U.S. runs out.</p><p>Previous media reports said that Wall Street expected a general increase in vaccine prices due to the slowdown in the pace of domestic booster revaccination and weak demand for COVID-19 vaccines in the United States, meaning that vaccine manufacturers need to raise prices to meet Wall Street's revenue expectations for 2023 and beyond.</p><p>Analysts said that if vaccine manufacturers including Pfizer, BioNTech, Moderna, etc. hope to meet this revenue expectation,<b>May have to raise vaccine prices to at least three times current levels</b>。</p><p>By then, the price increase of the COVID-19 vaccine may be ushered in, and the market's sentiment for vaccine stocks is high. Yesterday's U.S. stock market,<b>In addition to Pfizer, shares of Novavax, BioNTech, Moderna and other companies have surged: as of the close of U.S. stocks, Moderna rose 8.4%, BioNTech rose more than 11%, and Novavax rose more than 12.5%.</b></p><p>Wall Street's performance expectations for vaccine manufacturers have also improved further. Yesterday, investment bank SVB Leerink upgraded its rating on Moderna from Weaker to Flat and raised its price target to $101 from $74. The analysis believes that if Moderna's vaccine pricing becomes more \"rational\" in 2023, it will significantly improve the company's chances of achieving its 2023 revenue guidance.</p><p>Angela Lukin, president of Pfizer US, said in an interview with the media that it won't be until the first quarter of 2023 at the earliest that the COVID-19 vaccine will completely rely on commercial revenue.</p><p>Lukin also expects that most people will not have to pay out of pocket for the vaccine after commercial sales begin, as many health insurance plans cover the full cost of getting a flu shot each year.</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>Vaccine stocks collectively soared, and the price increase of overseas COVID-19 vaccines is coming?</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\">\nVaccine stocks collectively soared, and the price increase of overseas COVID-19 vaccines is coming?\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\">2022-10-22 18:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Han Xuyang</p><p>As vaccines will be transferred from the system managed by the U.S. federal government to the commercial market, overseas COVID-19 vaccines may usher in a wave of price increases.</p><p>On October 20, Pfizer revealed that it would raise the commercial selling price of its COVID-19 vaccine, and it is expected that the price of its vaccine will rise to $110 to $130 per dose.</p><p>Based on the median value of this commercial selling price of $120, which is four times the purchase price of the U.S. government (about $30 per dose of vaccine), the market expects its revenue to increase significantly. Pfizer shares closed with a gain of nearly 5% on Friday.</p><p><img src=\"https://static.tigerbbs.com/f1fd780d0a75086fc66d7729a9215f1a\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><b>Beginning in 2023, COVID vaccines will transition from U.S. government procurement to a typical commercial sales model.</b>U.S. government officials said companies such as Pfizer will eventually sell COVID vaccines in commercial markets just as they sell other vaccines, drugs and tests.</p><p>Pfizer said the commercial rollout of the COVID-19 vaccine could begin as early as early next year, although it will also depend on factors such as when the contract with the U.S. government expires and when the existing vaccine supply in the U.S. runs out.</p><p>Previous media reports said that Wall Street expected a general increase in vaccine prices due to the slowdown in the pace of domestic booster revaccination and weak demand for COVID-19 vaccines in the United States, meaning that vaccine manufacturers need to raise prices to meet Wall Street's revenue expectations for 2023 and beyond.</p><p>Analysts said that if vaccine manufacturers including Pfizer, BioNTech, Moderna, etc. hope to meet this revenue expectation,<b>May have to raise vaccine prices to at least three times current levels</b>。</p><p>By then, the price increase of the COVID-19 vaccine may be ushered in, and the market's sentiment for vaccine stocks is high. Yesterday's U.S. stock market,<b>In addition to Pfizer, shares of Novavax, BioNTech, Moderna and other companies have surged: as of the close of U.S. stocks, Moderna rose 8.4%, BioNTech rose more than 11%, and Novavax rose more than 12.5%.</b></p><p>Wall Street's performance expectations for vaccine manufacturers have also improved further. Yesterday, investment bank SVB Leerink upgraded its rating on Moderna from Weaker to Flat and raised its price target to $101 from $74. The analysis believes that if Moderna's vaccine pricing becomes more \"rational\" in 2023, it will significantly improve the company's chances of achieving its 2023 revenue guidance.</p><p>Angela Lukin, president of Pfizer US, said in an interview with the media that it won't be until the first quarter of 2023 at the earliest that the COVID-19 vaccine will completely rely on commercial revenue.</p><p>Lukin also expects that most people will not have to pay out of pocket for the vaccine after commercial sales begin, as many health insurance plans cover the full cost of getting a flu shot each year.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3672996\">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/1d2a0f842b52974184983c9748f803fd","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://wallstreetcn.com/articles/3672996","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1137093031","content_text":"作者：韩旭阳随着疫苗将从美国联邦政府管理的体系转入商业市场，海外新冠疫苗或将迎来一波涨价潮。10月20日，辉瑞公司透露，将提高其新冠疫苗的商业售价，预计其疫苗价格将涨至每剂110美元至130美元。按照这一商业售价的中间值120美元计算，这是美国政府采购价（每剂疫苗约为30美元）的4倍，市场预期其营收将会大幅增长。周五，辉瑞股价以近5%的涨幅收盘。从2023年开始，新冠疫苗将从美国政府采购过渡到典型的商业销售模式。美国政府官员表示，辉瑞等公司最终将像销售其他疫苗、药物和检测试剂一样，在商业市场销售新冠疫苗。辉瑞表示，新冠疫苗最早可能在明年年初就开始进行商业推广，不过这还将取决于与美国政府的合同何时到期，以及美国现有的疫苗供应何时耗尽等因素。此前有媒体报道称，由于美国国内加强针再接种步伐放缓、新冠疫苗需求疲软，华尔街预计疫苗价格会普遍上涨，这意味着疫苗制造商需要提高价格，以满足华尔街对其2023年及以后的收入预期。分析师称，包括辉瑞、BioNTech、Moderna等在内的疫苗制造商如果希望达到这一收入预期，可能不得不将疫苗价格至少提高到目前水平的三倍。届时或将迎来新冠疫苗的涨价潮，市场对疫苗股情绪高涨。昨日美股盘中，除了辉瑞外，Novavax、BioNtech、Moderna 等公司的股价纷纷大涨：截至美股收盘，Moderna 涨8.4%，BioNTech涨超11%，Novavax 涨超12.5%。华尔街对疫苗制造商的业绩预期也有进一步提升。昨日，投资银行 SVB Leerink 将其对 Moderna 的评级由“弱于大盘”上调至“与大盘持平”，并将目标价由74美元上调至101美元。分析认为，如果Moderna的疫苗定价在2023年变得更为“理性”，将大大提高该公司实现2023年营收指引的机会。辉瑞美国总裁 Angela Lukin 在接受媒体采访时表示，最早要到2023年第一季度，新冠疫苗才会完全依赖商业化营收。Lukin 还预计，在开始商业销售后，大多数人将不必自掏腰包购买疫苗，因为许多健康保险计划覆盖每年注射流感疫苗的全部费用。","news_type":1,"symbols_score_info":{"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":1387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917539621,"gmtCreate":1665537413063,"gmtModify":1676537622920,"author":{"id":"4105324555361630","authorId":"4105324555361630","name":"666六六六666","avatar":"https://community-static.tradeup.com/news/f17ce635622014b3976557e79bd7f1e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105324555361630","authorIdStr":"4105324555361630"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917539621","repostId":"2274257079","repostType":4,"isVote":1,"tweetType":1,"viewCount":994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9092443371,"gmtCreate":1644718807330,"gmtModify":1676533955765,"author":{"id":"4105324555361630","authorId":"4105324555361630","name":"666六六六666","avatar":"https://community-static.tradeup.com/news/f17ce635622014b3976557e79bd7f1e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105324555361630","idStr":"4105324555361630"},"themes":[],"htmlText":"S51 up","listText":"S51 up","text":"S51 up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9092443371","isVote":1,"tweetType":1,"viewCount":4462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930519453,"gmtCreate":1661987962974,"gmtModify":1676536616320,"author":{"id":"4105324555361630","authorId":"4105324555361630","name":"666六六六666","avatar":"https://community-static.tradeup.com/news/f17ce635622014b3976557e79bd7f1e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105324555361630","idStr":"4105324555361630"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VFP.SI\">$JCG INVESTMENT HOLDINGS LTD.(VFP.SI)$</a>r","listText":"<a href=\"https://ttm.financial/S/VFP.SI\">$JCG INVESTMENT HOLDINGS LTD.(VFP.SI)$</a>r","text":"$JCG INVESTMENT HOLDINGS LTD.(VFP.SI)$r","images":[{"img":"https://community-static.tradeup.com/news/2afef4b3dd5b550df722ba41c72a760e","width":"640","height":"1622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9930519453","isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9933444836,"gmtCreate":1662340278625,"gmtModify":1676537039552,"author":{"id":"4105324555361630","authorId":"4105324555361630","name":"666六六六666","avatar":"https://community-static.tradeup.com/news/f17ce635622014b3976557e79bd7f1e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105324555361630","idStr":"4105324555361630"},"themes":[],"htmlText":"Henhao&nbsp;","listText":"Henhao&nbsp;","text":"Henhao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9933444836","repostId":"1113274619","repostType":4,"repost":{"id":"1113274619","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":1662332879,"share":"https://ttm.financial/m/news/1113274619?lang=en_US&edition=fundamental","pubTime":"2022-09-05 07:07","market":"sh","language":"zh","title":"Preview this week | Apple and Huawei new product launch conference; Nio, Bilibili and other earnings reports hit","url":"https://stock-news.laohu8.com/highlight/detail?id=1113274619","media":"老虎资讯综合","summary":"本周（9.5-9.9）重磅财经事件：经济数据方面，中国8月财新服务业PMI、美国8月ISM非制造业PMI、中国8月贸易帐、中国8月外汇储备、中国8月CPI等陆续公布。央行动态方面，在美联储会议静默期前","content":"<p><html><head></head><body><b>Blockbuster financial events this week (9.5-9.9):</b></p><p>In terms of economic data, China's Caixin service PMI in August, the US ISM non-manufacturing PMI in August, China's trade balance in August, China's foreign exchange reserves in August and China's CPI in August were released one after another. In terms of central bank dynamics, before the silent period of the Federal Reserve meeting, the speeches of Cleveland Fed President Mester, Fed Vice Chairman Brainard, Fed Chairman Powell and other voting committees deserve investors' attention. In terms of financial reports, Nio Automobile, Game Station, Bilibili, Tiger Securities, etc. are worth paying attention to. In terms of events, Apple will hold its autumn conference at 1 a.m. Beijing time on Thursday. In addition, U.S. stocks were closed on Monday due to the holiday. For Hong Kong stocks, the changes in the constituent stocks of the Hang Seng Index series took effect on Monday.<b>Monday, September 5th Keywords: U.S. stocks are closed, Hang Seng Index quarterly inspection takes effect, China's August Caixin service industry PMI, Hongjiu fruit listing</b><img src=\"https://static.tigerbbs.com/97c99961a1698c28ac54a3aebfcf2503\" tg-width=\"771\" tg-height=\"190\" referrerpolicy=\"no-referrer\"/><b>Monday is Labor Day, and U.S. stocks are closed for one day. For Hong Kong stocks, the changes in constituent stocks of the Hang Seng Index series became effective on that date.</b></p><p><b>In terms of economic data,</b>China will announce the Caixin Services PMI for August.</p><p>In July, Caixin China's General Services Operating Activity Index (Services PMI) was 55.5, up 1.0 percentage points from June, in the expansion range for the second consecutive month, and reached a new high since May 2021. The prosperity of the service industry continues to rise, indicating that the recovery rate of the service industry is accelerating. The service industry is the biggest absorber of employment. Caixin Service Industry Employment Index, which once fell to the contraction range in June, returned to above the boom-bust line in July. Previously, the official service industry PMI employee index also rebounded, which all indicated that the employment situation continued to improve under the background of market demand expansion.<b>In terms of new shares,</b><a href=\"https://laohu8.com/S/06689\">Hongjiu Fruit</a>Listed on the Hong Kong stock market. According to CIC, the Company is the largest distributor of durian and one of the top five distributors of dragon fruit, mangosteen and longan in China in terms of sales revenue in 2021.</p><p><b>Tuesday, Sept. 6 KEYWORDS: August ISM non-manufacturing PMI, Huawei Mate 50 series release</b></p><p><img src=\"https://static.tigerbbs.com/2040b28553b3dcbf542d1b601ff1c96d\" tg-width=\"773\" tg-height=\"160\" referrerpolicy=\"no-referrer\"/><b>On Tuesday, in terms of economic data,</b>The United States will announce the final value of Markit service PMI in August and ISM non-manufacturing PMI in August.</p><p>In July, the final value of Markit services PMI in the United States recorded 47.3, falling below the boom-bust line and a new low since July 2020. Chris Williamson, chief business economist of S&P Global Market Intelligence, commented that the U.S. economic situation deteriorated significantly in July, and business activities in manufacturing and service industries were declining. Excluding the months in which the stay-at-home policy was introduced in response to the pandemic, the overall output decline was the biggest since the global financial crisis, suggesting that the economy is likely to contract for a third consecutive quarter.<b>In terms of financial report,</b><a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>And<a href=\"https://laohu8.com/S/LITB\">Lanting gathering potential</a>Results will be announced.</p><p><b>In terms of events,</b>The Huawei Mate 50 series will be officially released on September 6th. Yu Chengdong, managing director of Huawei, said recently that in the upcoming Mate50 series, Huawei will make another breakthrough in communication technology-a technology that will break the sky upward.</p><p>According to media reports, Ming-Chi Guo, a well-known TMT industry analyst, once broke the news that Huawei's so-called upward-breaking technology means that the Mate 50 series will support satellite communication and provide emergency SMS services.<b>Wednesday, September 7th KEYWORDS: China's August trade balance, Nio/Game Station earnings, Cleveland Fed President Mester/Fed Vice President Brainard speaks</b><img src=\"https://static.tigerbbs.com/78c17780cbbfb5845e16c3b877b98551\" tg-width=\"775\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/>On Wednesday, in terms of economic data, China will release its August trade balance, China's August trade balance in dollars and China's August foreign exchange reserves.</p><p>According to the data released by the General Administration of Customs on August 7th, in the first seven months, China's total import and export value was 23.6 trillion yuan, a year-on-year increase of 10.4%. In July, China's total import and export value was 3.81 trillion yuan, a year-on-year increase of 16.6%. Among them, exports were 2.25 trillion yuan, an increase of 23.9%; Imports amounted to 1.56 trillion yuan, an increase of 7.4%; The trade surplus was 682.69 billion yuan, an increase of 90.9%. According to data released by the State Administration of Foreign Exchange, as of the end of July 2022, China's foreign exchange reserves amounted to US$3,104.1 billion, an increase of US$32.8 billion or 1.07% from the end of June. Driven by factors such as exchange rate conversion and asset price changes, the scale of foreign exchange reserves increased in July. In addition, the US trade balance and global supply chain pressure index in July deserve attention.</p><p>Global supply chain pressures fell to their lowest level since January 2021 in July as port congestion and other hurdles eased, according to the New York Fed's Global Supply Issues Index, which is now down more than 50% from its record high in December but still well above pre-pandemic levels.<b>In terms of financial report,</b><a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/GTLB\">Gitlab</a>、<a href=\"https://laohu8.com/S/TIGR\">Upward Raycom</a>The results will be announced before the U.S. stock market;<a href=\"https://laohu8.com/S/GME\">Game Station</a>Earnings will be released after hours.</p><p><b>In terms of the dynamics of the Federal Reserve, you can pay attention to:</b></p><p><ul><li>Mester, the 2022 FOMC voting committee and Cleveland Fed President, spoke on the U.S. economy and monetary policy.</p><p></li><li>Federal Reserve Vice Chairman Brainard delivers a speech.</p><p></li></ul><b>Thursday, September 8th KEYWORDS: Apple Fall Conference, Beige Book of Federal Reserve Economic Conditions, Powell Speech, Bilibili Earnings</b><img src=\"https://static.tigerbbs.com/59c19c77b90e9c03bb32a9088808920a\" tg-width=\"772\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/><b>On Thursday,</b>Investors who pay attention to commodities can pay attention to the monthly short-term energy outlook report of the U.S. Energy Information Administration (EIA), which will cover the supply and demand of crude oil, gasoline and other energy sources.</p><p><b>One of the highlights of the day was Apple's autumn conference at 1 a.m. Beijing time on Thursday.</b></p><p>Speculation is that Apple will release a new iPhone. Apple is expected to release four new iPhones, including the iPhone 14, iPhone 14 Max, iPhone 14 Pro, and iPhone 14 Pro Max. Apple may also launch new Apple Watches and AirPods, and Apple is also preparing new Macs and iPads, but those new products will sometimes be announced at another event in October.<b>In terms of the dynamics of the Federal Reserve, you can pay attention to:</b></p><p><ul><li>Federal Reserve Releases Beige Book on Economic Conditions. The Federal Reserve releases the Beige Book eight times a year, and through regional reserve banks, it makes a thorough look at the economic situation in the United States. The report is an important reference for the Federal Reserve's regular monetary policy meeting. The Fed will hold its next monetary policy meeting on September 20th-21st.</p><p></li><li>Federal Reserve Vice Chairman Brainard speaks on the outlook for the U.S. economy.</p><p></li><li>Federal Reserve Chairman Powell participates in a conference on monetary policy hosted by the Cato Institute.</p><p></li></ul><b>In terms of financial report,</b><a href=\"https://laohu8.com/S/BILI\">Bilibili</a>And<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>Results will be announced.</p><p><b>Friday, September 9 KEYWORDS: China's August CPI annual rate, Chicago Fed President Evans speaks</b><img src=\"https://static.tigerbbs.com/c146d379f53f0c026ae4d928fcb0711d\" tg-width=\"779\" tg-height=\"202\" referrerpolicy=\"no-referrer\"/><b>On Friday, in terms of economic data,</b>Investors can focus on China's annual CPI rate in August and the annual M2 money supply rate in August.</p><p>According to the data released by the National Bureau of Statistics, in July, the national consumer price index (CPI) rose by 0.5% from the previous month; It increased by 2.7% year-on-year. Although the increase increased by 0.2 percentage points over the previous month, the overall increase was still within a reasonable range. Dong Lijuan, a senior statistician in the Urban Department of the National Bureau of Statistics, said that in July, due to the rising prices of pork, fresh vegetables and other foods and seasonal factors, CPI turned from flat to higher month-on-month, and the year-on-year increase expanded slightly.<b>In terms of Fed dynamics,</b>Watch for the 2023 FOMC voting committee and Chicago Fed President Evans to speak on the economy.</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 | Apple and Huawei new product launch conference; Nio, Bilibili and other earnings reports hit</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 | Apple and Huawei new product launch conference; Nio, Bilibili and other earnings reports hit\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\">2022-09-05 07:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Blockbuster financial events this week (9.5-9.9):</b></p><p>In terms of economic data, China's Caixin service PMI in August, the US ISM non-manufacturing PMI in August, China's trade balance in August, China's foreign exchange reserves in August and China's CPI in August were released one after another. In terms of central bank dynamics, before the silent period of the Federal Reserve meeting, the speeches of Cleveland Fed President Mester, Fed Vice Chairman Brainard, Fed Chairman Powell and other voting committees deserve investors' attention. In terms of financial reports, Nio Automobile, Game Station, Bilibili, Tiger Securities, etc. are worth paying attention to. In terms of events, Apple will hold its autumn conference at 1 a.m. Beijing time on Thursday. In addition, U.S. stocks were closed on Monday due to the holiday. For Hong Kong stocks, the changes in the constituent stocks of the Hang Seng Index series took effect on Monday.<b>Monday, September 5th Keywords: U.S. stocks are closed, Hang Seng Index quarterly inspection takes effect, China's August Caixin service industry PMI, Hongjiu fruit listing</b><img src=\"https://static.tigerbbs.com/97c99961a1698c28ac54a3aebfcf2503\" tg-width=\"771\" tg-height=\"190\" referrerpolicy=\"no-referrer\"/><b>Monday is Labor Day, and U.S. stocks are closed for one day. For Hong Kong stocks, the changes in constituent stocks of the Hang Seng Index series became effective on that date.</b></p><p><b>In terms of economic data,</b>China will announce the Caixin Services PMI for August.</p><p>In July, Caixin China's General Services Operating Activity Index (Services PMI) was 55.5, up 1.0 percentage points from June, in the expansion range for the second consecutive month, and reached a new high since May 2021. The prosperity of the service industry continues to rise, indicating that the recovery rate of the service industry is accelerating. The service industry is the biggest absorber of employment. Caixin Service Industry Employment Index, which once fell to the contraction range in June, returned to above the boom-bust line in July. Previously, the official service industry PMI employee index also rebounded, which all indicated that the employment situation continued to improve under the background of market demand expansion.<b>In terms of new shares,</b><a href=\"https://laohu8.com/S/06689\">Hongjiu Fruit</a>Listed on the Hong Kong stock market. According to CIC, the Company is the largest distributor of durian and one of the top five distributors of dragon fruit, mangosteen and longan in China in terms of sales revenue in 2021.</p><p><b>Tuesday, Sept. 6 KEYWORDS: August ISM non-manufacturing PMI, Huawei Mate 50 series release</b></p><p><img src=\"https://static.tigerbbs.com/2040b28553b3dcbf542d1b601ff1c96d\" tg-width=\"773\" tg-height=\"160\" referrerpolicy=\"no-referrer\"/><b>On Tuesday, in terms of economic data,</b>The United States will announce the final value of Markit service PMI in August and ISM non-manufacturing PMI in August.</p><p>In July, the final value of Markit services PMI in the United States recorded 47.3, falling below the boom-bust line and a new low since July 2020. Chris Williamson, chief business economist of S&P Global Market Intelligence, commented that the U.S. economic situation deteriorated significantly in July, and business activities in manufacturing and service industries were declining. Excluding the months in which the stay-at-home policy was introduced in response to the pandemic, the overall output decline was the biggest since the global financial crisis, suggesting that the economy is likely to contract for a third consecutive quarter.<b>In terms of financial report,</b><a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>And<a href=\"https://laohu8.com/S/LITB\">Lanting gathering potential</a>Results will be announced.</p><p><b>In terms of events,</b>The Huawei Mate 50 series will be officially released on September 6th. Yu Chengdong, managing director of Huawei, said recently that in the upcoming Mate50 series, Huawei will make another breakthrough in communication technology-a technology that will break the sky upward.</p><p>According to media reports, Ming-Chi Guo, a well-known TMT industry analyst, once broke the news that Huawei's so-called upward-breaking technology means that the Mate 50 series will support satellite communication and provide emergency SMS services.<b>Wednesday, September 7th KEYWORDS: China's August trade balance, Nio/Game Station earnings, Cleveland Fed President Mester/Fed Vice President Brainard speaks</b><img src=\"https://static.tigerbbs.com/78c17780cbbfb5845e16c3b877b98551\" tg-width=\"775\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/>On Wednesday, in terms of economic data, China will release its August trade balance, China's August trade balance in dollars and China's August foreign exchange reserves.</p><p>According to the data released by the General Administration of Customs on August 7th, in the first seven months, China's total import and export value was 23.6 trillion yuan, a year-on-year increase of 10.4%. In July, China's total import and export value was 3.81 trillion yuan, a year-on-year increase of 16.6%. Among them, exports were 2.25 trillion yuan, an increase of 23.9%; Imports amounted to 1.56 trillion yuan, an increase of 7.4%; The trade surplus was 682.69 billion yuan, an increase of 90.9%. According to data released by the State Administration of Foreign Exchange, as of the end of July 2022, China's foreign exchange reserves amounted to US$3,104.1 billion, an increase of US$32.8 billion or 1.07% from the end of June. Driven by factors such as exchange rate conversion and asset price changes, the scale of foreign exchange reserves increased in July. In addition, the US trade balance and global supply chain pressure index in July deserve attention.</p><p>Global supply chain pressures fell to their lowest level since January 2021 in July as port congestion and other hurdles eased, according to the New York Fed's Global Supply Issues Index, which is now down more than 50% from its record high in December but still well above pre-pandemic levels.<b>In terms of financial report,</b><a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/GTLB\">Gitlab</a>、<a href=\"https://laohu8.com/S/TIGR\">Upward Raycom</a>The results will be announced before the U.S. stock market;<a href=\"https://laohu8.com/S/GME\">Game Station</a>Earnings will be released after hours.</p><p><b>In terms of the dynamics of the Federal Reserve, you can pay attention to:</b></p><p><ul><li>Mester, the 2022 FOMC voting committee and Cleveland Fed President, spoke on the U.S. economy and monetary policy.</p><p></li><li>Federal Reserve Vice Chairman Brainard delivers a speech.</p><p></li></ul><b>Thursday, September 8th KEYWORDS: Apple Fall Conference, Beige Book of Federal Reserve Economic Conditions, Powell Speech, Bilibili Earnings</b><img src=\"https://static.tigerbbs.com/59c19c77b90e9c03bb32a9088808920a\" tg-width=\"772\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/><b>On Thursday,</b>Investors who pay attention to commodities can pay attention to the monthly short-term energy outlook report of the U.S. Energy Information Administration (EIA), which will cover the supply and demand of crude oil, gasoline and other energy sources.</p><p><b>One of the highlights of the day was Apple's autumn conference at 1 a.m. Beijing time on Thursday.</b></p><p>Speculation is that Apple will release a new iPhone. Apple is expected to release four new iPhones, including the iPhone 14, iPhone 14 Max, iPhone 14 Pro, and iPhone 14 Pro Max. Apple may also launch new Apple Watches and AirPods, and Apple is also preparing new Macs and iPads, but those new products will sometimes be announced at another event in October.<b>In terms of the dynamics of the Federal Reserve, you can pay attention to:</b></p><p><ul><li>Federal Reserve Releases Beige Book on Economic Conditions. The Federal Reserve releases the Beige Book eight times a year, and through regional reserve banks, it makes a thorough look at the economic situation in the United States. The report is an important reference for the Federal Reserve's regular monetary policy meeting. The Fed will hold its next monetary policy meeting on September 20th-21st.</p><p></li><li>Federal Reserve Vice Chairman Brainard speaks on the outlook for the U.S. economy.</p><p></li><li>Federal Reserve Chairman Powell participates in a conference on monetary policy hosted by the Cato Institute.</p><p></li></ul><b>In terms of financial report,</b><a href=\"https://laohu8.com/S/BILI\">Bilibili</a>And<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>Results will be announced.</p><p><b>Friday, September 9 KEYWORDS: China's August CPI annual rate, Chicago Fed President Evans speaks</b><img src=\"https://static.tigerbbs.com/c146d379f53f0c026ae4d928fcb0711d\" tg-width=\"779\" tg-height=\"202\" referrerpolicy=\"no-referrer\"/><b>On Friday, in terms of economic data,</b>Investors can focus on China's annual CPI rate in August and the annual M2 money supply rate in August.</p><p>According to the data released by the National Bureau of Statistics, in July, the national consumer price index (CPI) rose by 0.5% from the previous month; It increased by 2.7% year-on-year. Although the increase increased by 0.2 percentage points over the previous month, the overall increase was still within a reasonable range. Dong Lijuan, a senior statistician in the Urban Department of the National Bureau of Statistics, said that in July, due to the rising prices of pork, fresh vegetables and other foods and seasonal factors, CPI turned from flat to higher month-on-month, and the year-on-year increase expanded slightly.<b>In terms of Fed dynamics,</b>Watch for the 2023 FOMC voting committee and Chicago Fed President Evans to speak on the economy.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","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":"1113274619","content_text":"本周（9.5-9.9）重磅财经事件：经济数据方面，中国8月财新服务业PMI、美国8月ISM非制造业PMI、中国8月贸易帐、中国8月外汇储备、中国8月CPI等陆续公布。央行动态方面，在美联储会议静默期前，克利夫兰联储主席梅斯特、美联储副主席布雷纳德、美联储主席鲍威尔等票委讲话值得投资者重点关注。财报方面，值得关注的有蔚来汽车、游戏驿站、哔哩哔哩、老虎证券等。事件方面，苹果将于北京时间周四凌晨1点举行秋季发布会。此外，受节日影响，周一美股休市。港股方面，恒生指数系列成份股变动周一生效。9月5日 周一关键词：美股休市、恒指季检生效、中国8月财新服务业PMI、洪九果品上市周一是美国劳工节，美股休市一日。港股方面，恒生指数系列的成份股变动于当日生效。经济数据方面，中国将公布8月财新服务业PMI。7月财新中国通用服务业经营活动指数（服务业PMI）为55.5，较6月上升1.0个百分点，连续第二个月位于扩张区间，并且创2021年5月以来新高。服务业景气度继续上升，显示服务业恢复速度加快。服务业是就业最大吸纳器。6月份一度跌落至收缩区间的财新服务业就业指数，7月份重回荣枯线以上。此前官方服务业PMI从业人员指数亦出现回升，这些都表明市场需求扩张背景下，就业状况持续改善。新股方面，洪九果品在港股上市。根据灼识咨询，按2021年的销售收入计，公司是中国最大的榴莲分销商，以及火龙果、山竹及龙眼的前五大分销商之一。9月6日 周二关键词：8月ISM非制造业PMI、华为Mate 50系列发布周二，经济数据方面，美国将公布8月Markit服务业PMI终值、8月ISM非制造业PMI。美国7月Markit服务业PMI终值录得47.3，跌破荣枯线，为2020年7月以来新低。标普全球市场情报首席商业经济学家Chris Williamson对此评价称，美国经济状况在7月份显著恶化，制造业和服务业的商业活动都在下降。排除为应对疫情实行居家政策的月份，整体产出降幅是全球金融危机以来最大的，这表明经济很有可能连续第三个季度萎缩。财报方面，金山云和兰亭集势将公布业绩。事件方面，华为Mate 50系列将于9月6日正式发布。华为常务董事余承东日前表示，在即将发布的Mate50系列上，华为将在通讯技术上再有突破——向上捅破天的技术。据媒体报道，知名TMT行业分析师郭明錤曾爆料，华为所谓向上捅破天的技术，是指Mate 50系列将支持卫星通信，提供紧急短信服务。9月7日 周三关键词：中国8月贸易帐、蔚来/游戏驿站财报、克利夫兰联储主席梅斯特/美联储副主席布雷纳德发言周三，经济数据方面，中国将公布8月贸易帐、中国8月以美元计算贸易帐、中国8月外汇储备。海关总署8月7日公布的数据显示，前7个月，我国进出口总值23.6万亿元，同比增长10.4%。7月份，我国进出口总值3.81万亿元，同比增长16.6%。其中，出口2.25万亿元，增长23.9%；进口1.56万亿元，增长7.4%；贸易顺差6826.9亿元，扩大90.9%。国家外汇管理局公布的数据显示，截至2022年7月末，我国外汇储备规模为31041亿美元，较6月末上升328亿美元，升幅为1.07%。在汇率折算、资产价格变化等因素综合推动下，7月外汇储备规模上升。此外，美国7月贸易帐及全球供应链压力指数值得关注。纽约联储发布的全球供应问题指数报告称，随着港口拥堵和其他障碍的缓解，7月份全球供应链压力降至2021年1月以来的最低水平，该指数目前比去年12月的创纪录高点下降了50%以上，但仍远高于疫情前的水平。财报方面，蔚来、Gitlab、向上融科将于美股盘前公布业绩；游戏驿站将于盘后发布财报。美联储动态方面，可留意：2022年FOMC票委、克利夫兰联储主席梅斯特就美国经济和货币政策发表讲话。美联储副主席布雷纳德发表讲话。9月8日 周四关键词：苹果秋季发布会、美联储经济状况褐皮书、鲍威尔讲话、B站财报周四，关注大宗商品的投资者可留意，美国能源信息署(EIA)的月度短期能源展望报告，其中将涉及原油、汽油等能源的供需情况。当日的一大看点是北京时间周四凌晨1点的苹果秋季发布会。外界猜测，苹果将发布新款iPhone。预计苹果将发布四款新的iPhone，包括iPhone 14、iPhone 14 Max、iPhone 14 Pro和iPhone 14 Pro Max。苹果还可能推出新的Apple Watch和AirPods，苹果也在准备新的Mac电脑和iPad，但这些新产品有时会在10月份的另一场活动中发布。美联储动态方面，可留意：美联储公布经济状况褐皮书。美联储每年发布8次褐皮书，通过地区储备银行对全美经济形势进行摸底。该报告是美联储货币政策例会的重要参考资料。美联储将于9月20日-21日召开下一次货币政策会议。美联储副主席布雷纳德就美国经济前景发表讲话。美联储主席鲍威尔参加卡托研究所举办的有关货币政策的会议。财报方面，哔哩哔哩和高途将公布业绩。9月9日 周五关键词：中国8月CPI年率、芝加哥联储主席埃文斯讲话周五，经济数据方面，投资者可重点关注中国8月CPI年率及8月M2货币供应年率。国家统计局发布数据显示，7月份，全国居民消费价格指数（CPI）环比由上月持平转为上涨0.5%；同比上涨2.7%，涨幅虽比上月扩大0.2个百分点，但总体仍运行在合理区间。国家统计局城市司高级统计师董莉娟表示，7月份，受猪肉、鲜菜等食品价格上涨及季节性因素影响，CPI环比由平转涨，同比涨幅略有扩大。美联储动态方面，可留意2023年FOMC票委、芝加哥联储主席埃文斯就经济发表讲话。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933444084,"gmtCreate":1662340255049,"gmtModify":1676537039540,"author":{"id":"4105324555361630","authorId":"4105324555361630","name":"666六六六666","avatar":"https://community-static.tradeup.com/news/f17ce635622014b3976557e79bd7f1e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105324555361630","idStr":"4105324555361630"},"themes":[],"htmlText":"Hai&nbsp;","listText":"Hai&nbsp;","text":"Hai","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9933444084","repostId":"1113274619","repostType":4,"repost":{"id":"1113274619","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":1662332879,"share":"https://ttm.financial/m/news/1113274619?lang=en_US&edition=fundamental","pubTime":"2022-09-05 07:07","market":"sh","language":"zh","title":"Preview this week | Apple and Huawei new product launch conference; Nio, Bilibili and other earnings reports hit","url":"https://stock-news.laohu8.com/highlight/detail?id=1113274619","media":"老虎资讯综合","summary":"本周（9.5-9.9）重磅财经事件：经济数据方面，中国8月财新服务业PMI、美国8月ISM非制造业PMI、中国8月贸易帐、中国8月外汇储备、中国8月CPI等陆续公布。央行动态方面，在美联储会议静默期前","content":"<p><html><head></head><body><b>Blockbuster financial events this week (9.5-9.9):</b></p><p>In terms of economic data, China's Caixin service PMI in August, the US ISM non-manufacturing PMI in August, China's trade balance in August, China's foreign exchange reserves in August and China's CPI in August were released one after another. In terms of central bank dynamics, before the silent period of the Federal Reserve meeting, the speeches of Cleveland Fed President Mester, Fed Vice Chairman Brainard, Fed Chairman Powell and other voting committees deserve investors' attention. In terms of financial reports, Nio Automobile, Game Station, Bilibili, Tiger Securities, etc. are worth paying attention to. In terms of events, Apple will hold its autumn conference at 1 a.m. Beijing time on Thursday. In addition, U.S. stocks were closed on Monday due to the holiday. For Hong Kong stocks, the changes in the constituent stocks of the Hang Seng Index series took effect on Monday.<b>Monday, September 5th Keywords: U.S. stocks are closed, Hang Seng Index quarterly inspection takes effect, China's August Caixin service industry PMI, Hongjiu fruit listing</b><img src=\"https://static.tigerbbs.com/97c99961a1698c28ac54a3aebfcf2503\" tg-width=\"771\" tg-height=\"190\" referrerpolicy=\"no-referrer\"/><b>Monday is Labor Day, and U.S. stocks are closed for one day. For Hong Kong stocks, the changes in constituent stocks of the Hang Seng Index series became effective on that date.</b></p><p><b>In terms of economic data,</b>China will announce the Caixin Services PMI for August.</p><p>In July, Caixin China's General Services Operating Activity Index (Services PMI) was 55.5, up 1.0 percentage points from June, in the expansion range for the second consecutive month, and reached a new high since May 2021. The prosperity of the service industry continues to rise, indicating that the recovery rate of the service industry is accelerating. The service industry is the biggest absorber of employment. Caixin Service Industry Employment Index, which once fell to the contraction range in June, returned to above the boom-bust line in July. Previously, the official service industry PMI employee index also rebounded, which all indicated that the employment situation continued to improve under the background of market demand expansion.<b>In terms of new shares,</b><a href=\"https://laohu8.com/S/06689\">Hongjiu Fruit</a>Listed on the Hong Kong stock market. According to CIC, the Company is the largest distributor of durian and one of the top five distributors of dragon fruit, mangosteen and longan in China in terms of sales revenue in 2021.</p><p><b>Tuesday, Sept. 6 KEYWORDS: August ISM non-manufacturing PMI, Huawei Mate 50 series release</b></p><p><img src=\"https://static.tigerbbs.com/2040b28553b3dcbf542d1b601ff1c96d\" tg-width=\"773\" tg-height=\"160\" referrerpolicy=\"no-referrer\"/><b>On Tuesday, in terms of economic data,</b>The United States will announce the final value of Markit service PMI in August and ISM non-manufacturing PMI in August.</p><p>In July, the final value of Markit services PMI in the United States recorded 47.3, falling below the boom-bust line and a new low since July 2020. Chris Williamson, chief business economist of S&P Global Market Intelligence, commented that the U.S. economic situation deteriorated significantly in July, and business activities in manufacturing and service industries were declining. Excluding the months in which the stay-at-home policy was introduced in response to the pandemic, the overall output decline was the biggest since the global financial crisis, suggesting that the economy is likely to contract for a third consecutive quarter.<b>In terms of financial report,</b><a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>And<a href=\"https://laohu8.com/S/LITB\">Lanting gathering potential</a>Results will be announced.</p><p><b>In terms of events,</b>The Huawei Mate 50 series will be officially released on September 6th. Yu Chengdong, managing director of Huawei, said recently that in the upcoming Mate50 series, Huawei will make another breakthrough in communication technology-a technology that will break the sky upward.</p><p>According to media reports, Ming-Chi Guo, a well-known TMT industry analyst, once broke the news that Huawei's so-called upward-breaking technology means that the Mate 50 series will support satellite communication and provide emergency SMS services.<b>Wednesday, September 7th KEYWORDS: China's August trade balance, Nio/Game Station earnings, Cleveland Fed President Mester/Fed Vice President Brainard speaks</b><img src=\"https://static.tigerbbs.com/78c17780cbbfb5845e16c3b877b98551\" tg-width=\"775\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/>On Wednesday, in terms of economic data, China will release its August trade balance, China's August trade balance in dollars and China's August foreign exchange reserves.</p><p>According to the data released by the General Administration of Customs on August 7th, in the first seven months, China's total import and export value was 23.6 trillion yuan, a year-on-year increase of 10.4%. In July, China's total import and export value was 3.81 trillion yuan, a year-on-year increase of 16.6%. Among them, exports were 2.25 trillion yuan, an increase of 23.9%; Imports amounted to 1.56 trillion yuan, an increase of 7.4%; The trade surplus was 682.69 billion yuan, an increase of 90.9%. According to data released by the State Administration of Foreign Exchange, as of the end of July 2022, China's foreign exchange reserves amounted to US$3,104.1 billion, an increase of US$32.8 billion or 1.07% from the end of June. Driven by factors such as exchange rate conversion and asset price changes, the scale of foreign exchange reserves increased in July. In addition, the US trade balance and global supply chain pressure index in July deserve attention.</p><p>Global supply chain pressures fell to their lowest level since January 2021 in July as port congestion and other hurdles eased, according to the New York Fed's Global Supply Issues Index, which is now down more than 50% from its record high in December but still well above pre-pandemic levels.<b>In terms of financial report,</b><a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/GTLB\">Gitlab</a>、<a href=\"https://laohu8.com/S/TIGR\">Upward Raycom</a>The results will be announced before the U.S. stock market;<a href=\"https://laohu8.com/S/GME\">Game Station</a>Earnings will be released after hours.</p><p><b>In terms of the dynamics of the Federal Reserve, you can pay attention to:</b></p><p><ul><li>Mester, the 2022 FOMC voting committee and Cleveland Fed President, spoke on the U.S. economy and monetary policy.</p><p></li><li>Federal Reserve Vice Chairman Brainard delivers a speech.</p><p></li></ul><b>Thursday, September 8th KEYWORDS: Apple Fall Conference, Beige Book of Federal Reserve Economic Conditions, Powell Speech, Bilibili Earnings</b><img src=\"https://static.tigerbbs.com/59c19c77b90e9c03bb32a9088808920a\" tg-width=\"772\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/><b>On Thursday,</b>Investors who pay attention to commodities can pay attention to the monthly short-term energy outlook report of the U.S. Energy Information Administration (EIA), which will cover the supply and demand of crude oil, gasoline and other energy sources.</p><p><b>One of the highlights of the day was Apple's autumn conference at 1 a.m. Beijing time on Thursday.</b></p><p>Speculation is that Apple will release a new iPhone. Apple is expected to release four new iPhones, including the iPhone 14, iPhone 14 Max, iPhone 14 Pro, and iPhone 14 Pro Max. Apple may also launch new Apple Watches and AirPods, and Apple is also preparing new Macs and iPads, but those new products will sometimes be announced at another event in October.<b>In terms of the dynamics of the Federal Reserve, you can pay attention to:</b></p><p><ul><li>Federal Reserve Releases Beige Book on Economic Conditions. The Federal Reserve releases the Beige Book eight times a year, and through regional reserve banks, it makes a thorough look at the economic situation in the United States. The report is an important reference for the Federal Reserve's regular monetary policy meeting. The Fed will hold its next monetary policy meeting on September 20th-21st.</p><p></li><li>Federal Reserve Vice Chairman Brainard speaks on the outlook for the U.S. economy.</p><p></li><li>Federal Reserve Chairman Powell participates in a conference on monetary policy hosted by the Cato Institute.</p><p></li></ul><b>In terms of financial report,</b><a href=\"https://laohu8.com/S/BILI\">Bilibili</a>And<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>Results will be announced.</p><p><b>Friday, September 9 KEYWORDS: China's August CPI annual rate, Chicago Fed President Evans speaks</b><img src=\"https://static.tigerbbs.com/c146d379f53f0c026ae4d928fcb0711d\" tg-width=\"779\" tg-height=\"202\" referrerpolicy=\"no-referrer\"/><b>On Friday, in terms of economic data,</b>Investors can focus on China's annual CPI rate in August and the annual M2 money supply rate in August.</p><p>According to the data released by the National Bureau of Statistics, in July, the national consumer price index (CPI) rose by 0.5% from the previous month; It increased by 2.7% year-on-year. Although the increase increased by 0.2 percentage points over the previous month, the overall increase was still within a reasonable range. Dong Lijuan, a senior statistician in the Urban Department of the National Bureau of Statistics, said that in July, due to the rising prices of pork, fresh vegetables and other foods and seasonal factors, CPI turned from flat to higher month-on-month, and the year-on-year increase expanded slightly.<b>In terms of Fed dynamics,</b>Watch for the 2023 FOMC voting committee and Chicago Fed President Evans to speak on the economy.</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 | Apple and Huawei new product launch conference; Nio, Bilibili and other earnings reports hit</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 | Apple and Huawei new product launch conference; Nio, Bilibili and other earnings reports hit\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\">2022-09-05 07:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Blockbuster financial events this week (9.5-9.9):</b></p><p>In terms of economic data, China's Caixin service PMI in August, the US ISM non-manufacturing PMI in August, China's trade balance in August, China's foreign exchange reserves in August and China's CPI in August were released one after another. In terms of central bank dynamics, before the silent period of the Federal Reserve meeting, the speeches of Cleveland Fed President Mester, Fed Vice Chairman Brainard, Fed Chairman Powell and other voting committees deserve investors' attention. In terms of financial reports, Nio Automobile, Game Station, Bilibili, Tiger Securities, etc. are worth paying attention to. In terms of events, Apple will hold its autumn conference at 1 a.m. Beijing time on Thursday. In addition, U.S. stocks were closed on Monday due to the holiday. For Hong Kong stocks, the changes in the constituent stocks of the Hang Seng Index series took effect on Monday.<b>Monday, September 5th Keywords: U.S. stocks are closed, Hang Seng Index quarterly inspection takes effect, China's August Caixin service industry PMI, Hongjiu fruit listing</b><img src=\"https://static.tigerbbs.com/97c99961a1698c28ac54a3aebfcf2503\" tg-width=\"771\" tg-height=\"190\" referrerpolicy=\"no-referrer\"/><b>Monday is Labor Day, and U.S. stocks are closed for one day. For Hong Kong stocks, the changes in constituent stocks of the Hang Seng Index series became effective on that date.</b></p><p><b>In terms of economic data,</b>China will announce the Caixin Services PMI for August.</p><p>In July, Caixin China's General Services Operating Activity Index (Services PMI) was 55.5, up 1.0 percentage points from June, in the expansion range for the second consecutive month, and reached a new high since May 2021. The prosperity of the service industry continues to rise, indicating that the recovery rate of the service industry is accelerating. The service industry is the biggest absorber of employment. Caixin Service Industry Employment Index, which once fell to the contraction range in June, returned to above the boom-bust line in July. Previously, the official service industry PMI employee index also rebounded, which all indicated that the employment situation continued to improve under the background of market demand expansion.<b>In terms of new shares,</b><a href=\"https://laohu8.com/S/06689\">Hongjiu Fruit</a>Listed on the Hong Kong stock market. According to CIC, the Company is the largest distributor of durian and one of the top five distributors of dragon fruit, mangosteen and longan in China in terms of sales revenue in 2021.</p><p><b>Tuesday, Sept. 6 KEYWORDS: August ISM non-manufacturing PMI, Huawei Mate 50 series release</b></p><p><img src=\"https://static.tigerbbs.com/2040b28553b3dcbf542d1b601ff1c96d\" tg-width=\"773\" tg-height=\"160\" referrerpolicy=\"no-referrer\"/><b>On Tuesday, in terms of economic data,</b>The United States will announce the final value of Markit service PMI in August and ISM non-manufacturing PMI in August.</p><p>In July, the final value of Markit services PMI in the United States recorded 47.3, falling below the boom-bust line and a new low since July 2020. Chris Williamson, chief business economist of S&P Global Market Intelligence, commented that the U.S. economic situation deteriorated significantly in July, and business activities in manufacturing and service industries were declining. Excluding the months in which the stay-at-home policy was introduced in response to the pandemic, the overall output decline was the biggest since the global financial crisis, suggesting that the economy is likely to contract for a third consecutive quarter.<b>In terms of financial report,</b><a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>And<a href=\"https://laohu8.com/S/LITB\">Lanting gathering potential</a>Results will be announced.</p><p><b>In terms of events,</b>The Huawei Mate 50 series will be officially released on September 6th. Yu Chengdong, managing director of Huawei, said recently that in the upcoming Mate50 series, Huawei will make another breakthrough in communication technology-a technology that will break the sky upward.</p><p>According to media reports, Ming-Chi Guo, a well-known TMT industry analyst, once broke the news that Huawei's so-called upward-breaking technology means that the Mate 50 series will support satellite communication and provide emergency SMS services.<b>Wednesday, September 7th KEYWORDS: China's August trade balance, Nio/Game Station earnings, Cleveland Fed President Mester/Fed Vice President Brainard speaks</b><img src=\"https://static.tigerbbs.com/78c17780cbbfb5845e16c3b877b98551\" tg-width=\"775\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/>On Wednesday, in terms of economic data, China will release its August trade balance, China's August trade balance in dollars and China's August foreign exchange reserves.</p><p>According to the data released by the General Administration of Customs on August 7th, in the first seven months, China's total import and export value was 23.6 trillion yuan, a year-on-year increase of 10.4%. In July, China's total import and export value was 3.81 trillion yuan, a year-on-year increase of 16.6%. Among them, exports were 2.25 trillion yuan, an increase of 23.9%; Imports amounted to 1.56 trillion yuan, an increase of 7.4%; The trade surplus was 682.69 billion yuan, an increase of 90.9%. According to data released by the State Administration of Foreign Exchange, as of the end of July 2022, China's foreign exchange reserves amounted to US$3,104.1 billion, an increase of US$32.8 billion or 1.07% from the end of June. Driven by factors such as exchange rate conversion and asset price changes, the scale of foreign exchange reserves increased in July. In addition, the US trade balance and global supply chain pressure index in July deserve attention.</p><p>Global supply chain pressures fell to their lowest level since January 2021 in July as port congestion and other hurdles eased, according to the New York Fed's Global Supply Issues Index, which is now down more than 50% from its record high in December but still well above pre-pandemic levels.<b>In terms of financial report,</b><a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/GTLB\">Gitlab</a>、<a href=\"https://laohu8.com/S/TIGR\">Upward Raycom</a>The results will be announced before the U.S. stock market;<a href=\"https://laohu8.com/S/GME\">Game Station</a>Earnings will be released after hours.</p><p><b>In terms of the dynamics of the Federal Reserve, you can pay attention to:</b></p><p><ul><li>Mester, the 2022 FOMC voting committee and Cleveland Fed President, spoke on the U.S. economy and monetary policy.</p><p></li><li>Federal Reserve Vice Chairman Brainard delivers a speech.</p><p></li></ul><b>Thursday, September 8th KEYWORDS: Apple Fall Conference, Beige Book of Federal Reserve Economic Conditions, Powell Speech, Bilibili Earnings</b><img src=\"https://static.tigerbbs.com/59c19c77b90e9c03bb32a9088808920a\" tg-width=\"772\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/><b>On Thursday,</b>Investors who pay attention to commodities can pay attention to the monthly short-term energy outlook report of the U.S. Energy Information Administration (EIA), which will cover the supply and demand of crude oil, gasoline and other energy sources.</p><p><b>One of the highlights of the day was Apple's autumn conference at 1 a.m. Beijing time on Thursday.</b></p><p>Speculation is that Apple will release a new iPhone. Apple is expected to release four new iPhones, including the iPhone 14, iPhone 14 Max, iPhone 14 Pro, and iPhone 14 Pro Max. Apple may also launch new Apple Watches and AirPods, and Apple is also preparing new Macs and iPads, but those new products will sometimes be announced at another event in October.<b>In terms of the dynamics of the Federal Reserve, you can pay attention to:</b></p><p><ul><li>Federal Reserve Releases Beige Book on Economic Conditions. The Federal Reserve releases the Beige Book eight times a year, and through regional reserve banks, it makes a thorough look at the economic situation in the United States. The report is an important reference for the Federal Reserve's regular monetary policy meeting. The Fed will hold its next monetary policy meeting on September 20th-21st.</p><p></li><li>Federal Reserve Vice Chairman Brainard speaks on the outlook for the U.S. economy.</p><p></li><li>Federal Reserve Chairman Powell participates in a conference on monetary policy hosted by the Cato Institute.</p><p></li></ul><b>In terms of financial report,</b><a href=\"https://laohu8.com/S/BILI\">Bilibili</a>And<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>Results will be announced.</p><p><b>Friday, September 9 KEYWORDS: China's August CPI annual rate, Chicago Fed President Evans speaks</b><img src=\"https://static.tigerbbs.com/c146d379f53f0c026ae4d928fcb0711d\" tg-width=\"779\" tg-height=\"202\" referrerpolicy=\"no-referrer\"/><b>On Friday, in terms of economic data,</b>Investors can focus on China's annual CPI rate in August and the annual M2 money supply rate in August.</p><p>According to the data released by the National Bureau of Statistics, in July, the national consumer price index (CPI) rose by 0.5% from the previous month; It increased by 2.7% year-on-year. Although the increase increased by 0.2 percentage points over the previous month, the overall increase was still within a reasonable range. Dong Lijuan, a senior statistician in the Urban Department of the National Bureau of Statistics, said that in July, due to the rising prices of pork, fresh vegetables and other foods and seasonal factors, CPI turned from flat to higher month-on-month, and the year-on-year increase expanded slightly.<b>In terms of Fed dynamics,</b>Watch for the 2023 FOMC voting committee and Chicago Fed President Evans to speak on the economy.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","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":"1113274619","content_text":"本周（9.5-9.9）重磅财经事件：经济数据方面，中国8月财新服务业PMI、美国8月ISM非制造业PMI、中国8月贸易帐、中国8月外汇储备、中国8月CPI等陆续公布。央行动态方面，在美联储会议静默期前，克利夫兰联储主席梅斯特、美联储副主席布雷纳德、美联储主席鲍威尔等票委讲话值得投资者重点关注。财报方面，值得关注的有蔚来汽车、游戏驿站、哔哩哔哩、老虎证券等。事件方面，苹果将于北京时间周四凌晨1点举行秋季发布会。此外，受节日影响，周一美股休市。港股方面，恒生指数系列成份股变动周一生效。9月5日 周一关键词：美股休市、恒指季检生效、中国8月财新服务业PMI、洪九果品上市周一是美国劳工节，美股休市一日。港股方面，恒生指数系列的成份股变动于当日生效。经济数据方面，中国将公布8月财新服务业PMI。7月财新中国通用服务业经营活动指数（服务业PMI）为55.5，较6月上升1.0个百分点，连续第二个月位于扩张区间，并且创2021年5月以来新高。服务业景气度继续上升，显示服务业恢复速度加快。服务业是就业最大吸纳器。6月份一度跌落至收缩区间的财新服务业就业指数，7月份重回荣枯线以上。此前官方服务业PMI从业人员指数亦出现回升，这些都表明市场需求扩张背景下，就业状况持续改善。新股方面，洪九果品在港股上市。根据灼识咨询，按2021年的销售收入计，公司是中国最大的榴莲分销商，以及火龙果、山竹及龙眼的前五大分销商之一。9月6日 周二关键词：8月ISM非制造业PMI、华为Mate 50系列发布周二，经济数据方面，美国将公布8月Markit服务业PMI终值、8月ISM非制造业PMI。美国7月Markit服务业PMI终值录得47.3，跌破荣枯线，为2020年7月以来新低。标普全球市场情报首席商业经济学家Chris Williamson对此评价称，美国经济状况在7月份显著恶化，制造业和服务业的商业活动都在下降。排除为应对疫情实行居家政策的月份，整体产出降幅是全球金融危机以来最大的，这表明经济很有可能连续第三个季度萎缩。财报方面，金山云和兰亭集势将公布业绩。事件方面，华为Mate 50系列将于9月6日正式发布。华为常务董事余承东日前表示，在即将发布的Mate50系列上，华为将在通讯技术上再有突破——向上捅破天的技术。据媒体报道，知名TMT行业分析师郭明錤曾爆料，华为所谓向上捅破天的技术，是指Mate 50系列将支持卫星通信，提供紧急短信服务。9月7日 周三关键词：中国8月贸易帐、蔚来/游戏驿站财报、克利夫兰联储主席梅斯特/美联储副主席布雷纳德发言周三，经济数据方面，中国将公布8月贸易帐、中国8月以美元计算贸易帐、中国8月外汇储备。海关总署8月7日公布的数据显示，前7个月，我国进出口总值23.6万亿元，同比增长10.4%。7月份，我国进出口总值3.81万亿元，同比增长16.6%。其中，出口2.25万亿元，增长23.9%；进口1.56万亿元，增长7.4%；贸易顺差6826.9亿元，扩大90.9%。国家外汇管理局公布的数据显示，截至2022年7月末，我国外汇储备规模为31041亿美元，较6月末上升328亿美元，升幅为1.07%。在汇率折算、资产价格变化等因素综合推动下，7月外汇储备规模上升。此外，美国7月贸易帐及全球供应链压力指数值得关注。纽约联储发布的全球供应问题指数报告称，随着港口拥堵和其他障碍的缓解，7月份全球供应链压力降至2021年1月以来的最低水平，该指数目前比去年12月的创纪录高点下降了50%以上，但仍远高于疫情前的水平。财报方面，蔚来、Gitlab、向上融科将于美股盘前公布业绩；游戏驿站将于盘后发布财报。美联储动态方面，可留意：2022年FOMC票委、克利夫兰联储主席梅斯特就美国经济和货币政策发表讲话。美联储副主席布雷纳德发表讲话。9月8日 周四关键词：苹果秋季发布会、美联储经济状况褐皮书、鲍威尔讲话、B站财报周四，关注大宗商品的投资者可留意，美国能源信息署(EIA)的月度短期能源展望报告，其中将涉及原油、汽油等能源的供需情况。当日的一大看点是北京时间周四凌晨1点的苹果秋季发布会。外界猜测，苹果将发布新款iPhone。预计苹果将发布四款新的iPhone，包括iPhone 14、iPhone 14 Max、iPhone 14 Pro和iPhone 14 Pro Max。苹果还可能推出新的Apple Watch和AirPods，苹果也在准备新的Mac电脑和iPad，但这些新产品有时会在10月份的另一场活动中发布。美联储动态方面，可留意：美联储公布经济状况褐皮书。美联储每年发布8次褐皮书，通过地区储备银行对全美经济形势进行摸底。该报告是美联储货币政策例会的重要参考资料。美联储将于9月20日-21日召开下一次货币政策会议。美联储副主席布雷纳德就美国经济前景发表讲话。美联储主席鲍威尔参加卡托研究所举办的有关货币政策的会议。财报方面，哔哩哔哩和高途将公布业绩。9月9日 周五关键词：中国8月CPI年率、芝加哥联储主席埃文斯讲话周五，经济数据方面，投资者可重点关注中国8月CPI年率及8月M2货币供应年率。国家统计局发布数据显示，7月份，全国居民消费价格指数（CPI）环比由上月持平转为上涨0.5%；同比上涨2.7%，涨幅虽比上月扩大0.2个百分点，但总体仍运行在合理区间。国家统计局城市司高级统计师董莉娟表示，7月份，受猪肉、鲜菜等食品价格上涨及季节性因素影响，CPI环比由平转涨，同比涨幅略有扩大。美联储动态方面，可留意2023年FOMC票委、芝加哥联储主席埃文斯就经济发表讲话。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997298915,"gmtCreate":1661814735339,"gmtModify":1676536581848,"author":{"id":"4105324555361630","authorId":"4105324555361630","name":"666六六六666","avatar":"https://community-static.tradeup.com/news/f17ce635622014b3976557e79bd7f1e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105324555361630","idStr":"4105324555361630"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VFP.SI\">$JCG INVESTMENT HOLDINGS LTD.(VFP.SI)$</a>e","listText":"<a href=\"https://ttm.financial/S/VFP.SI\">$JCG 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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987568087","repostId":"1131581111","repostType":4,"repost":{"id":"1131581111","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":1667918546,"share":"https://ttm.financial/m/news/1131581111?lang=en_US&edition=fundamental","pubTime":"2022-11-08 22:42","market":"other","language":"zh","title":"China Concept Stocks Lower, Nasdaq China Golden Dragon Index Drops 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131581111","media":"老虎资讯综合","summary":"11月8日，中概股走低，纳斯达克中国金龙指数跌3%，贝壳跌超7%，好未来、哔哩哔哩、爱奇艺、蔚来跌超5%.","content":"<p><html><head></head><body>On November 8th, Chinese stocks fell, and the Nasdaq China Golden Dragon Index fell by 3%.<a href=\"https://laohu8.com/S/BEKE\">Shell</a>fell by more than 7%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Nio fell more than 5%.</p><p><img src=\"https://static.tigerbbs.com/13c80c78aaefe54585a0f41a43b9c461\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Concept Stocks Lower, Nasdaq China Golden Dragon Index Drops 3%</title>\n<style 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#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\">\nChina Concept Stocks Lower, Nasdaq China Golden Dragon Index Drops 3%\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\">2022-11-08 22:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On November 8th, Chinese stocks fell, and the Nasdaq China Golden Dragon Index fell by 3%.<a href=\"https://laohu8.com/S/BEKE\">Shell</a>fell by more than 7%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Nio fell more than 5%.</p><p><img src=\"https://static.tigerbbs.com/13c80c78aaefe54585a0f41a43b9c461\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"159632":"纳斯达克","BK4007":"制药","ARTL":"Artelo Biosciences, Inc.","QID":"两倍做空纳斯达克指数ETF-ProShares",".IXIC":"NASDAQ 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