To The Moon
Home
News
TigerAI
Log In
Sign Up
旷世猛男
+Follow
Posts · 144
Posts · 144
Following · 0
Following · 0
Followers · 0
Followers · 0
旷世猛男
旷世猛男
·
2023-04-11
It is sign of all in
Goldman Sachs: The bad earnings season for U.S. stocks is coming, what should investors pay attention to?
企业的利润率、是否利用AI来削减成本和提高运营效率、削减支出，以及制定保护自己投资组合的策略将是这场市场风暴中的焦点。
Goldman Sachs: The bad earnings season for U.S. stocks is coming, what should investors pay attention to?
看
2.07K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
旷世猛男
旷世猛男
·
2023-04-07
How next MaYuns are？
Li Bin wants to be the next Liu Qiangdong?
蔚来和李斌还是那么喜欢赌，下大力气、花大价钱去搏一个自己的未来。
Li Bin wants to be the next Liu Qiangdong?
看
2.27K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
旷世猛男
旷世猛男
·
2023-02-21
so？
Faraday Future expands pre-market gains and plans to start production of FF 91 on March 30
周二，法拉第未来美股盘前持续走高，截至发稿涨幅超13%。法拉第未来于官网发布公告称，在公司投资人的资金如期到位后，计划于3月30日开始生产FF 91 Futurist。
Faraday Future expands pre-market gains and plans to start production of FF 91 on March 30
看
1.63K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
旷世猛男
旷世猛男
·
2023-02-20
Buy stock against Goldman Sachs😄
Goldman Sachs is not afraid of China's stock index is predicted to rise by 24% this year
中国股市自1月下旬以来的下跌势头即将出现逆转。
Goldman Sachs is not afraid of China's stock index is predicted to rise by 24% this year
看
1.93K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
旷世猛男
旷世猛男
·
2023-02-17
clear
Wang Yawei's "going to the United States to buy the bottom" exposure: digging local coal and smelting local steel
美股投资重现江湖
Wang Yawei's "going to the United States to buy the bottom" exposure: digging local coal and smelting local steel
看
1.92K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
旷世猛男
旷世猛男
·
2023-02-16
It is time to cut
Betting on the Chinese market has become Wall Street's "most crowded trade"
中国股市仍有进一步的上涨空间。
Betting on the Chinese market has become Wall Street's "most crowded trade"
看
1.93K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
旷世猛男
旷世猛男
·
2023-02-16
great fox
Sorry, this post has been deleted
看
2.22K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
旷世猛男
旷世猛男
·
2023-02-10
he just look down economic of some country
Accelerate the reduction of BYD holdings! Buffett sells another 4.23 million shares, what is the impact? The new energy vehicle leader has set a new goal?
减持还在继续！2月9日，港交所文件显示，巴菲特旗下伯克希尔哈撒韦公司于2月3日出售了423.5万股比亚迪H股股票，平均价格257.9港元/股，持股比例降至11.87%。这是2023年以来，港交所第3次
Accelerate the reduction of BYD holdings! Buffett sells another 4.23 million shares, what is the impact? The new energy vehicle leader has set a new goal?
看
1.92K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
旷世猛男
旷世猛男
·
2023-02-05
Villa is still there，but owner has been otherplace of the world。
Rich people dump mansions like crazy
与2021年相比，全国高单价的二手豪宅成交量几乎腰斩，10万/平方米以上的二手豪宅成交量下跌55%，15万/平方米以上的下跌了52%。
Rich people dump mansions like crazy
看
1.83K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
旷世猛男
旷世猛男
·
2023-02-02
……
Sorry, this post has been deleted
看
1.94K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
Load more
Most Discussed
{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3539229655408025","uuid":"3539229655408025","gmtCreate":1576135633005,"gmtModify":1634297418311,"name":"旷世猛男","pinyin":"ksmnkuangshimengnan","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":6,"tweetSize":144,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":2,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.09.15","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":653546461,"gmtCreate":1681166140454,"gmtModify":1681166140454,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539229655408025","authorIdStr":"3539229655408025"},"themes":[],"htmlText":"It is sign of all in","listText":"It is sign of all in","text":"It is sign of all in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/653546461","repostId":"2326931613","repostType":4,"repost":{"id":"2326931613","kind":"highlight","pubTimestamp":1681139118,"share":"https://ttm.financial/m/news/2326931613?lang=en_US&edition=fundamental","pubTime":"2023-04-10 23:05","market":"us","language":"zh","title":"Goldman Sachs: The bad earnings season for U.S. stocks is coming, what should investors pay attention to?","url":"https://stock-news.laohu8.com/highlight/detail?id=2326931613","media":"华尔街见闻","summary":"企业的利润率、是否利用AI来削减成本和提高运营效率、削减支出，以及制定保护自己投资组合的策略将是这场市场风暴中的焦点。","content":"<p><html><head></head><body>Enterprises' profit margins, whether to use AI to cut costs and improve operational efficiency, cut spending, and develop strategies to protect their portfolios will be the focus of this market storm.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>There are warnings that U.S. stocks will have their worst earnings season since the epidemic, but there are still four key factors that can protect investors.</p><p>On Sunday local time, a team led by Goldman Sachs chief U.S. equity strategist David Kostin said in a research report that although U.S. stocks may usher in their worst earnings season in three years, causing U.S. stocks to plummet, formulating appropriate investment strategies may help Investors protect their portfolios.</p><p>Analysts slashed their estimates as the U.S. economic outlook worsened in the first quarter. According to data compiled by FactSet, Wall Street expects the operating profit of U.S. companies to shrink by an average of 6.8% in the first quarter. If this materializes, it will mark the worst quarterly contraction in U.S. corporate profits since the third quarter of 2020.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14200df1bdec7b16de0cae7aa28f3bf5\" title=\"\" tg-width=\"1024\" tg-height=\"784\"/></p><p>Goldman Sachs believes that,<strong>First, corporate profit margins will be key.</strong>The worst inflation in 40 years is squeezing corporate profit margins. Last quarter, profit margins of S&P 500 companies fell 11.2%, beating expectations of 11.1%. For this reason, companies that have solid plans to protect their profit margins should be favored by investors.</p><p>Goldman says:</p><p>With margins expected to see their biggest quarterly contraction since the pandemic, investors will be watching which companies manage to maintain margins, and by what means. Improving pricing power, cutting costs, or implementing a stricter expense management strategy may pay off.<strong>The second point is whether enterprises are using artificial intelligence AI to cut costs and improve operational efficiency.</strong>As the rise of ChatGPT makes AI one of the most talked about investment trends in 2023,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Parent company Alphabet,<a href=\"https://laohu8.com/S/GOOG\">Google</a>And<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Large technology companies such as AI have dominated the AI field, and their rising performance offset weakness in other market sectors, while pushing the Nasdaq 100 index back into bull market range.</p><p>In this way, companies can make up for weak profits and sales and use AI to their advantage, especially if AI can help improve profit margins by improving labor efficiency, Goldman Sachs said:</p><p>The gradual adoption of generative artificial intelligence by enterprises to automate work tasks and improve labor efficiency could be a new potential tailwind for profit margins.<strong>The third point is that businesses cut back on spending</strong>, this sign has begun to appear.</p><p>Goldman Sachs' share buybacks fell more than 20% in the fourth quarter of last year compared to the fourth quarter of 2021 and remain weak, Goldman Sachs said. In addition, several leading economic indicators show that companies are cutting spending on capital projects and research and development. Therefore, investors are expected to pay close attention to any relevant signs that emerge during the earnings call.</p><p><strong>The fourth point is that investors need to develop strategies to protect their portfolios.</strong></p><p>Big tech stocks have supported the S&P 500's rally in the past, while value-oriented stocks have lagged the broader market after a stellar 2022 performance. Technically speaking, when corporate earnings shrink for two consecutive quarters, it can be called an \"earnings recession\". While earnings recessions typically coincide with broader economic downturns, this is not always the case.</p><p>Citing S&P data, Ed Yardeni, president of research firm Yardeni Research, said that historically, during recessions, S&P 500 companies have always seen earnings per share decline. But things could be different this time, and corporate earnings could fall in the absence of a full-blown recession.</p><p>Regardless of the overall economic situation, there are still expectations that weak corporate results could push the S&P 500 back to its lows in October last year, when it fell below 3,600.</p><p>Phil Orlando, chief stock market strategist at Federated Hermes, advocates a defensive investment strategy, focusing on lower-priced value stocks, small-cap stocks and international stocks, as well as industries with lower risk and higher Dividend yields. \"We still like cash and U.S. debt\".</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>Goldman Sachs: The bad earnings season for U.S. stocks is coming, what should investors pay attention to?</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\">\nGoldman Sachs: The bad earnings season for U.S. stocks is coming, what should investors pay attention to?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-10 23:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Enterprises' profit margins, whether to use AI to cut costs and improve operational efficiency, cut spending, and develop strategies to protect their portfolios will be the focus of this market storm.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>There are warnings that U.S. stocks will have their worst earnings season since the epidemic, but there are still four key factors that can protect investors.</p><p>On Sunday local time, a team led by Goldman Sachs chief U.S. equity strategist David Kostin said in a research report that although U.S. stocks may usher in their worst earnings season in three years, causing U.S. stocks to plummet, formulating appropriate investment strategies may help Investors protect their portfolios.</p><p>Analysts slashed their estimates as the U.S. economic outlook worsened in the first quarter. According to data compiled by FactSet, Wall Street expects the operating profit of U.S. companies to shrink by an average of 6.8% in the first quarter. If this materializes, it will mark the worst quarterly contraction in U.S. corporate profits since the third quarter of 2020.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14200df1bdec7b16de0cae7aa28f3bf5\" title=\"\" tg-width=\"1024\" tg-height=\"784\"/></p><p>Goldman Sachs believes that,<strong>First, corporate profit margins will be key.</strong>The worst inflation in 40 years is squeezing corporate profit margins. Last quarter, profit margins of S&P 500 companies fell 11.2%, beating expectations of 11.1%. For this reason, companies that have solid plans to protect their profit margins should be favored by investors.</p><p>Goldman says:</p><p>With margins expected to see their biggest quarterly contraction since the pandemic, investors will be watching which companies manage to maintain margins, and by what means. Improving pricing power, cutting costs, or implementing a stricter expense management strategy may pay off.<strong>The second point is whether enterprises are using artificial intelligence AI to cut costs and improve operational efficiency.</strong>As the rise of ChatGPT makes AI one of the most talked about investment trends in 2023,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Parent company Alphabet,<a href=\"https://laohu8.com/S/GOOG\">Google</a>And<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Large technology companies such as AI have dominated the AI field, and their rising performance offset weakness in other market sectors, while pushing the Nasdaq 100 index back into bull market range.</p><p>In this way, companies can make up for weak profits and sales and use AI to their advantage, especially if AI can help improve profit margins by improving labor efficiency, Goldman Sachs said:</p><p>The gradual adoption of generative artificial intelligence by enterprises to automate work tasks and improve labor efficiency could be a new potential tailwind for profit margins.<strong>The third point is that businesses cut back on spending</strong>, this sign has begun to appear.</p><p>Goldman Sachs' share buybacks fell more than 20% in the fourth quarter of last year compared to the fourth quarter of 2021 and remain weak, Goldman Sachs said. In addition, several leading economic indicators show that companies are cutting spending on capital projects and research and development. Therefore, investors are expected to pay close attention to any relevant signs that emerge during the earnings call.</p><p><strong>The fourth point is that investors need to develop strategies to protect their portfolios.</strong></p><p>Big tech stocks have supported the S&P 500's rally in the past, while value-oriented stocks have lagged the broader market after a stellar 2022 performance. Technically speaking, when corporate earnings shrink for two consecutive quarters, it can be called an \"earnings recession\". While earnings recessions typically coincide with broader economic downturns, this is not always the case.</p><p>Citing S&P data, Ed Yardeni, president of research firm Yardeni Research, said that historically, during recessions, S&P 500 companies have always seen earnings per share decline. But things could be different this time, and corporate earnings could fall in the absence of a full-blown recession.</p><p>Regardless of the overall economic situation, there are still expectations that weak corporate results could push the S&P 500 back to its lows in October last year, when it fell below 3,600.</p><p>Phil Orlando, chief stock market strategist at Federated Hermes, advocates a defensive investment strategy, focusing on lower-priced value stocks, small-cap stocks and international stocks, as well as industries with lower risk and higher Dividend yields. \"We still like cash and U.S. debt\".</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3686124\">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/c071f2ab0c6974c2d1c9c1f5115fb3fc","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://wallstreetcn.com/articles/3686124","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326931613","content_text":"企业的利润率、是否利用AI来削减成本和提高运营效率、削减支出，以及制定保护自己投资组合的策略将是这场市场风暴中的焦点。高盛警告称，美股将出现自疫情以来最糟糕的财报季，但仍有四个关键因素可以保护投资者的利益。当地时间周日，高盛首席美国股票策略师 David Kostin 带领的团队在研报中表示，尽管美股可能迎来3年以来的最糟糕财报季，导致美股暴跌，但制定适宜的投资策略可能有助于投资者保护自己的投资组合。随着美国第一季度经济前景恶化，分析师大幅下调了他们的预期。根据 FactSet 汇编的数据，华尔街预计，美国企业一季度的营业利润将平均萎缩6.8%。如果这成为现实，将标志着美国企业利润自2020年第三季度以来最严重的季度收缩。高盛认为，首先，企业利润率将是关键。40年来最严重的通胀正在挤压企业的利润率。上个季度，标普500指数成分股公司的利润率下降了11.2%，超过了预期的11.1%。正因如此，那些有可靠计划保护其利润率的公司应该会得到投资者的青睐。高盛表示：由于利润率预计将出现疫情以来最大的季度萎缩，投资者将关注哪些公司设法保持利润率，以及通过什么方式保持利润率。 提高定价能力、削减成本或实行更严格的费用管理战略可能会获得回报。第二点是企业是否在利用人工智能AI来削减成本和提高运营效率。由于ChatGPT的兴起使AI成为2023年最受关注的投资趋势之一，微软母公司Alphabet、谷歌和英伟达等大型科技公司在AI领域占据了主导地位，其业绩上涨抵消了其他市场板块的疲软，同时推动纳斯达克100指数重回牛市区间。高盛表示，通过这种方式，企业能够弥补利润和销售的疲软，并利用AI来发挥自己的优势，尤其是如果AI能够通过提高劳动效率来帮助提高利润率：企业逐渐采用生成式人工智能来使工作任务自动化，提高劳动效率，这可能是利润率的一个新的潜在利好因素。第三点是企业削减支出，这一迹象已经开始显现。高盛表示，与2021年第四季度相比，去年第四季度高盛的股票回购下降了20%以上，仍然处于疲软状态。此外，几项领先的经济指标显示，企业正在削减资本项目和研发方面的支出。因此，预计投资者将密切关注财报电话会中出现的任何相关迹象。第四点是投资者需要制定保护自己投资组合的策略。过去，大型科技股一直支撑着标普500指数的涨势，而以价值为导向的股票在2022年表现出色后却落后于大盘。从技术上讲，当企业盈利连续两个季度萎缩时，就可以称之为“盈利衰退”。 虽然盈利衰退通常与更广泛的经济衰退同时出现，但情况并非总是如此。研究公司 Yardeni Research 总裁 Ed Yardeni 引用标准普尔的数据表示，从历史上看，在经济衰退期间，标普500指数成分股公司的每股收益总是会下降。但这一次情况可能有所不同，在没有出现经济全面衰退的情况下，企业盈利就可能会下降。无论整体经济形势如何，仍有人预计疲软的企业业绩可能推动标普500指数回落至去年10月的低点，当时该指数跌破了3600点。Federated Hermes 首席股市策略师 Phil Orlando 主张采取防御型的投资策略，重点关注价格较低的价值股、小盘股和国际股，以及具有较低风险和较高股息收益率的行业，“我们仍喜欢现金和美债”。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":653614216,"gmtCreate":1680825060837,"gmtModify":1680825060837,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539229655408025","authorIdStr":"3539229655408025"},"themes":[],"htmlText":"How next MaYuns are？","listText":"How next MaYuns are？","text":"How next MaYuns are？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/653614216","repostId":"1182296461","repostType":4,"repost":{"id":"1182296461","kind":"news","pubTimestamp":1680787547,"share":"https://ttm.financial/m/news/1182296461?lang=en_US&edition=fundamental","pubTime":"2023-04-06 21:25","market":"hk","language":"zh","title":"Li Bin wants to be the next Liu Qiangdong?","url":"https://stock-news.laohu8.com/highlight/detail?id=1182296461","media":"华尔街见闻","summary":"蔚来和李斌还是那么喜欢赌，下大力气、花大价钱去搏一个自己的未来。","content":"<p><html><head></head><body>Author | Chai Xuchen</p><p>Nio and Li Bin still like gambling so much, making great efforts and spending a lot of money to fight for their own future.<br/><br/>On March 28, Nio's third-generation battery swap station made its debut. This is a big killer that distinguishes it from its peers and an important bargaining chip for betting on the future.<br/><br/>The number of battery warehouses in the new battery swap station has increased from 13 to 21, and the single-day site service capacity is 30% higher than that of the second-generation station; The battery replacement time is shortened to less than 5 minutes; Some third-generation stations will also be equipped with lidar and Nvidia chips, which will be provided to sub-brand models such as Alps that do not have smart driving configurations.<br/><br/>And the \"smart\" Nio also laid out supercharging piles and battery swap stations together. According to Shen Fei, senior vice president of Nio Energy, the integrated charging and swapping station is equivalent to one investment in the high-voltage system, which is used for both battery swapping and charging.<br/><br/>The configuration is not the most amazing thing. Nio's ambition is reflected in the number of installations. This year, about 1,000 third-generation power swap stations will be built across the country, of which about 600 will be deployed in urban areas, and some will be built in third-and fourth-tier cities.<br/><br/>You know, after NIO deployed its first battery swap station in 2018, there are only more than 1,300 existing stations, and the construction of 1,000 new stations is equivalent to doubling the number this year.<br/><br/>However, the strategy of building a large number of battery swap stations will inevitably lead to doubts from investors for a car company that is still losing money.<br/><br/>In the fourth quarter of 2022, Nio's gross profit margin plummeted to 3.9%, and it was only 10.4% for the whole year. Nio's net loss in the quarter also climbed to 5.786 billion yuan, nearly doubling year-on-year.<br/><br/>But Shen Pei bluntly said that the battery swap station will definitely not take the blame for this (loss), and the value created by battery swap is very great.<br/><br/>The value he talks about is users and sales.<br/><br/>Among the heavyweight players in the new energy industry, Nio has always been the one who gambles heavily on battery swapping. It is Li Bin's creed to build cars and power stations together, and to attract more users through services such as battery swapping.<br/><br/>In the early days, Nio built a moat with the ultimate user experience by replacing batteries for free. To this day, Nio still insists on the model of replacing batteries.<br/><br/>According to Shen Fei, at present, more than half of the power used by Nio car owners to replenish energy comes from battery swaps, and the proportion is still rising.<br/><br/>From the perspective of user service and infrastructure, Nio's style of play is a bit like JD.com back then.<br/><br/>In the field of e-commerce, JD.com also insisted on self-operation and self-built logistics with heavy money. Because Liu Qiangdong discovered the pain point of demand, he wanted to provide high-quality and fast-delivery goods.<br/><br/>For a long time, JD.com, whose profits were dragged down by self-construction, was questioned, but in the end JD.com's model succeeded and gained a firm foothold in the industry.<br/><br/>The self-operated model has also made Liu Qiangdong another e-commerce giant that no one can surpass after Ali Taobao.<br/><br/>Nio insists on building its own battery swap stations. Once scale barriers are formed and user habits are cultivated, it is equivalent to delineating and locking some heavy users. Car owners' replacement or word-of-mouth communication will contribute to Nio's sales and further consolidate its market share.<br/><br/>From the perspective of user experience, except that there are not so many sites, battery replacement is almost the only energy replenishment method that can be compared with the refueling efficiency of fuel vehicles.<br/><br/>But the problem is that in the case of continuous losses, heavy investment in battery replacement and sales growth must strike a balance, otherwise Nio will not be able to support it for a long time.<br/><br/>According to the conservative estimate of 2 million yuan for the construction cost of a single station for 1,000 new battery swap stations in Nio this year, it will require at least 2 billion yuan, which does not include operating costs.<br/><br/>For Nio, who currently holds 45.5 billion yuan in cash, survival may no longer be a problem, but if the real money spent is not proportional to the sales volume, it will kill the patience of investors.<br/><br/>At the performance meeting, Li Bin, chairman of Nio, set a lot of FLAGs. In addition to achieving the annual sales target of 240,000 units, Nio will also achieve breakeven in Q4 this year.<br/><br/>Nio, who gambles heavily on battery replacement, is a bold alternative among the new forces.<br/><br/>Li Bin also admitted that friends and businessmen have a lot of confusion and are faced with very difficult choices. \"Nio is a startup company, and it is not qualified to stop and think too much. While ensuring that business risks are controllable and efficiency is improved, we still believe that we must resolutely invest in long-term and final victory.\"<br/><br/>Standing at the moment, no one can know whether Li Bin's choice is right or wrong. Whether Nio wins or loses this gamble can only be tested by time.</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>Li Bin wants to be the next Liu Qiangdong?</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\">\nLi Bin wants to be the next Liu Qiangdong?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-06 21:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author | Chai Xuchen</p><p>Nio and Li Bin still like gambling so much, making great efforts and spending a lot of money to fight for their own future.<br/><br/>On March 28, Nio's third-generation battery swap station made its debut. This is a big killer that distinguishes it from its peers and an important bargaining chip for betting on the future.<br/><br/>The number of battery warehouses in the new battery swap station has increased from 13 to 21, and the single-day site service capacity is 30% higher than that of the second-generation station; The battery replacement time is shortened to less than 5 minutes; Some third-generation stations will also be equipped with lidar and Nvidia chips, which will be provided to sub-brand models such as Alps that do not have smart driving configurations.<br/><br/>And the \"smart\" Nio also laid out supercharging piles and battery swap stations together. According to Shen Fei, senior vice president of Nio Energy, the integrated charging and swapping station is equivalent to one investment in the high-voltage system, which is used for both battery swapping and charging.<br/><br/>The configuration is not the most amazing thing. Nio's ambition is reflected in the number of installations. This year, about 1,000 third-generation power swap stations will be built across the country, of which about 600 will be deployed in urban areas, and some will be built in third-and fourth-tier cities.<br/><br/>You know, after NIO deployed its first battery swap station in 2018, there are only more than 1,300 existing stations, and the construction of 1,000 new stations is equivalent to doubling the number this year.<br/><br/>However, the strategy of building a large number of battery swap stations will inevitably lead to doubts from investors for a car company that is still losing money.<br/><br/>In the fourth quarter of 2022, Nio's gross profit margin plummeted to 3.9%, and it was only 10.4% for the whole year. Nio's net loss in the quarter also climbed to 5.786 billion yuan, nearly doubling year-on-year.<br/><br/>But Shen Pei bluntly said that the battery swap station will definitely not take the blame for this (loss), and the value created by battery swap is very great.<br/><br/>The value he talks about is users and sales.<br/><br/>Among the heavyweight players in the new energy industry, Nio has always been the one who gambles heavily on battery swapping. It is Li Bin's creed to build cars and power stations together, and to attract more users through services such as battery swapping.<br/><br/>In the early days, Nio built a moat with the ultimate user experience by replacing batteries for free. To this day, Nio still insists on the model of replacing batteries.<br/><br/>According to Shen Fei, at present, more than half of the power used by Nio car owners to replenish energy comes from battery swaps, and the proportion is still rising.<br/><br/>From the perspective of user service and infrastructure, Nio's style of play is a bit like JD.com back then.<br/><br/>In the field of e-commerce, JD.com also insisted on self-operation and self-built logistics with heavy money. Because Liu Qiangdong discovered the pain point of demand, he wanted to provide high-quality and fast-delivery goods.<br/><br/>For a long time, JD.com, whose profits were dragged down by self-construction, was questioned, but in the end JD.com's model succeeded and gained a firm foothold in the industry.<br/><br/>The self-operated model has also made Liu Qiangdong another e-commerce giant that no one can surpass after Ali Taobao.<br/><br/>Nio insists on building its own battery swap stations. Once scale barriers are formed and user habits are cultivated, it is equivalent to delineating and locking some heavy users. Car owners' replacement or word-of-mouth communication will contribute to Nio's sales and further consolidate its market share.<br/><br/>From the perspective of user experience, except that there are not so many sites, battery replacement is almost the only energy replenishment method that can be compared with the refueling efficiency of fuel vehicles.<br/><br/>But the problem is that in the case of continuous losses, heavy investment in battery replacement and sales growth must strike a balance, otherwise Nio will not be able to support it for a long time.<br/><br/>According to the conservative estimate of 2 million yuan for the construction cost of a single station for 1,000 new battery swap stations in Nio this year, it will require at least 2 billion yuan, which does not include operating costs.<br/><br/>For Nio, who currently holds 45.5 billion yuan in cash, survival may no longer be a problem, but if the real money spent is not proportional to the sales volume, it will kill the patience of investors.<br/><br/>At the performance meeting, Li Bin, chairman of Nio, set a lot of FLAGs. In addition to achieving the annual sales target of 240,000 units, Nio will also achieve breakeven in Q4 this year.<br/><br/>Nio, who gambles heavily on battery replacement, is a bold alternative among the new forces.<br/><br/>Li Bin also admitted that friends and businessmen have a lot of confusion and are faced with very difficult choices. \"Nio is a startup company, and it is not qualified to stop and think too much. While ensuring that business risks are controllable and efficiency is improved, we still believe that we must resolutely invest in long-term and final victory.\"<br/><br/>Standing at the moment, no one can know whether Li Bin's choice is right or wrong. Whether Nio wins or loses this gamble can only be tested by time.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3685870\">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/e9ded59d3040de65d574da08b6c4ab73","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://wallstreetcn.com/articles/3685870","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1182296461","content_text":"作者 | 柴旭晨蔚来和李斌还是那么喜欢赌，下大力气、花大价钱去搏一个自己的未来。3月28日，蔚来第三代换电站首次亮相，这是它区别于同行的大杀器，也是豪赌未来的重要筹码。新的换电站电池仓位数由13个增至21个，单日站点服务能力比二代站高出三成；换电时间缩短至5分钟以内；部分三代站还会装上激光雷达和英伟达的芯片，提供给没有智驾配置的阿尔卑斯等子品牌车型使用。并且“精明”的蔚来还把超充桩和换电站布局在了一起。按照蔚来能源高级副总裁沈斐的说法，充换一体站相当于高压系统投资一次，同时用在换电跟充电。配置还不是最惊人的地方，蔚来的野心体现在铺设的数量上，今年要在全国新建约1000个三代换电站，其中约600座会部署在城区，部分将建在三四线城市。要知道，蔚来自2018年布下首个换电站后，现有的站点也就1300余个，新建1000个相当于今年要翻个倍。然而大量建换电站的策略，对于一家仍在亏损的车企而言，难免招致投资者的质疑。2022年四季度，蔚来的毛利率骤降至 3.9%，全年也仅为10.4%。当季蔚来的净亏损也攀升至57.86 亿元，同比翻了近2倍。但沈裴对此直言，换电站肯定不背这个（亏损）锅，换电创造的价值非常大。他所说的价值就是用户与销量。在新能源产业各个重量级选手中，蔚来一直是豪赌换电的那个，造车与建电站共进，通过换电等服务吸引更多用户，是李斌的信条。早期的蔚来，通过免费换电池，用极致的用户体验建立起了护城河，至今蔚来仍坚持换电这一模式。据沈斐透露，目前蔚来车主补能的电量，有过半都来自换电，并且占比还在不断上升。从用户服务和基建的角度，蔚来的这种打法，有点像当年的京东。在电商领域，京东当年也是坚持自营、重金自建物流。因为刘强东发现了需求痛点，要提供高品质、快速送达的商品。在很长一段时间内，被自建拖累了利润的京东备受质疑，不过最后京东的模式成功了，在业内站稳了脚跟。自营模式也成就了刘强东，成为继阿里淘宝之后又一个没人能超越的电商巨头。蔚来坚持自建换电站，一旦形成规模壁垒，培养了用户习惯，就相当于圈定、锁住了一部分重度用户，车主们换购或者口碑传播，都将给蔚来的销量添砖加瓦，进一步巩固它的市场份额。从用户体验角度出发，除了站点没那么多之外，换电几乎是当下唯一可以与燃油车加油效率相提并论的补能方式。但问题是，在持续亏损的情况下，重金投入换电与销量增长必须取得平衡，否则蔚来无法长期支撑。按照蔚来今年 1000 座新增换电站，单站建设成本 200 万元的保守数字估计，至少需要 20 亿元，这还没算运营成本。对于目前手握 455 亿元现金的蔚来而言，生存或许不再是问题，可花出去的真金白银与销量不成正比的话，却会消磨投资人的耐心。业绩会上，蔚来董事长李斌立了不少FLAG，除了要实现24万台年销目标外，蔚来还要在今年Q4实现盈亏平衡。豪赌换电的蔚来，是新势力中胆大的另类。李斌也坦言，友商同行都有很多困惑，面临非常难的抉择。“蔚来是一家创业公司，没有资格停下来想太多。我们在确保经营风险可控、提升效率的同时，还是认为要坚决为长期的、最后的胜出去投入。”站在当下，没有人能知道李斌的选择是对是错。蔚来的这场赌局胜还是败，只能交给时间去检验。","news_type":1,"symbols_score_info":{"09866":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":624908980,"gmtCreate":1676977838441,"gmtModify":1676977838441,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539229655408025","authorIdStr":"3539229655408025"},"themes":[],"htmlText":"so？","listText":"so？","text":"so？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624908980","repostId":"1129103721","repostType":4,"repost":{"id":"1129103721","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":1676975735,"share":"https://ttm.financial/m/news/1129103721?lang=en_US&edition=fundamental","pubTime":"2023-02-21 18:35","market":"us","language":"zh","title":"Faraday Future expands pre-market gains and plans to start production of FF 91 on March 30","url":"https://stock-news.laohu8.com/highlight/detail?id=1129103721","media":"老虎资讯综合","summary":"周二，法拉第未来美股盘前持续走高，截至发稿涨幅超13%。法拉第未来于官网发布公告称，在公司投资人的资金如期到位后，计划于3月30日开始生产FF 91 Futurist。","content":"<p><html><head></head><body>On Tuesday, Faraday Future's U.S. stocks continued to rise before the market opened, with an increase of more than 13% as of press time. Faraday Future announced on its official website that it plans to start production of FF 91 Futurist on March 30 after the company's investors' funds are in place as scheduled.</p><p><img src=\"https://static.tigerbbs.com/7354650e5c37764b6f65a5da05173dfb\" tg-width=\"449\" tg-height=\"432\" 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>Faraday Future expands pre-market gains and plans to start production of FF 91 on March 30</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFaraday Future expands pre-market gains and plans to start production of FF 91 on March 30\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-02-21 18:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Tuesday, Faraday Future's U.S. stocks continued to rise before the market opened, with an increase of more than 13% as of press time. Faraday Future announced on its official website that it plans to start production of FF 91 Futurist on March 30 after the company's investors' funds are in place as scheduled.</p><p><img src=\"https://static.tigerbbs.com/7354650e5c37764b6f65a5da05173dfb\" tg-width=\"449\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/da02b327d14fbb528d302ef2b9995bf1","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129103721","content_text":"周二，法拉第未来美股盘前持续走高，截至发稿涨幅超13%。法拉第未来于官网发布公告称，在公司投资人的资金如期到位后，计划于3月30日开始生产FF 91 Futurist。","news_type":1,"symbols_score_info":{"FFIE":0.9}},"isVote":1,"tweetType":1,"viewCount":1629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625762636,"gmtCreate":1676863290827,"gmtModify":1676863290827,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539229655408025","authorIdStr":"3539229655408025"},"themes":[],"htmlText":"Buy stock against Goldman Sachs😄","listText":"Buy stock against Goldman Sachs😄","text":"Buy stock against Goldman Sachs😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625762636","repostId":"1170663535","repostType":4,"repost":{"id":"1170663535","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1676858023,"share":"https://ttm.financial/m/news/1170663535?lang=en_US&edition=fundamental","pubTime":"2023-02-20 09:53","market":"sh","language":"zh","title":"Goldman Sachs is not afraid of China's stock index is predicted to rise by 24% this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1170663535","media":"华尔街见闻","summary":"中国股市自1月下旬以来的下跌势头即将出现逆转。","content":"<p><html><head></head><body>Goldman Sachs predicts that as China's economic recovery drives a sharp increase in corporate earnings, the downward trend of China's stock market since late January is about to reverse, and there is still room for growth of 24% before the end of the year. Goldman Sachs believes that China's stock market still has room for 24% growth before the end of the year.</p><p>On Monday local time, Goldman Sachs strategist Kinger Lau and others said in the latest report that the MSCI China Index is likely to reach 85 points by the end of 2023, an increase of about 24% from the current level. The downward trend of Chinese stocks since late January is about to reverse.</p><p>The strategists wrote:</p><p>The main theme of the (Chinese) stock market will gradually shift from reopening to recovery, and the driver of potential earnings may shift from multiple expansions to earnings growth or cashout. Growth drivers should lean primarily towards the consumer economy, with services still operating significantly below pre-pandemic levels in 2019, they added.</p><p>On February 10, Goldman Sachs economists Joseph Briggs and Devesh Kodnani raised their forecasts for China's economic growth in their latest report.<b>China's average economic growth rate in the four quarters of 2023 is expected to be 6.5%, significantly higher than the 5.5% forecast at the end of November last year.</b></p><p>Goldman Sachs also believes that<b>The accelerated recovery of China's economy will also boost global economic growth. By the end of 2023, driven by the accelerated recovery of China's economy and the recovery of domestic demand, the global economy will grow by 1 percentage point more.</b></p><p>Goldman Sachs pointed out in the report that China's economy will have a direct positive impact on global economic growth through three channels: domestic demand, international travel demand and commodity demand. It is estimated that China's domestic demand will increase by 5% this year, driving the GDP growth rate of some Asia-Pacific economies to increase by about 0.4 percentage points; The gradual recovery of China's foreign service demand, especially outbound tourism, will boost the economy of destination countries; In addition, the accelerated recovery of China's economy may boost international commodity demand and prices. China's oil demand may rise by 1 million barrels per day, or the price of Brent oil may rise by about $15 per barrel.</p><p>In addition to Goldman Sachs, many foreign institutions have previously been optimistic about China's growth prospects.</p><p>Earlier this month, Fitch Ratings said in a revised forecast that China's economy would grow by 5% in 2023, much higher than the 4.1% forecast in December. Fitch's Brian Coulton research team believes: \"(China's) rapid rebound from the impact of the new crown means that economic activity in the first half of 2023 will be stronger than we predicted.\"</p><p>Fitch noted that the upward forecast is based on \"evidence that consumption and economic activity are recovering faster than initially expected,\" in addition to China's latest PMI data showing further growth.</p><p>The data shows that since November 7, 2022, northbound funds have net inflows into A shares for 13 consecutive weeks. January 16 to January 20, 2023 was the week with the largest net inflow of A shares, reaching 48.513 billion yuan. Judging from monthly data, since February, the net inflow of northbound funds into A shares has been 8.354 billion yuan, while the net inflow in January reached 141.29 billion yuan. This can be said to be the best proof that foreign investors are optimistic about China.</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>Goldman Sachs is not afraid of China's stock index is predicted to rise by 24% this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sachs is not afraid of China's stock index is predicted to rise by 24% this year\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2023-02-20 09:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Goldman Sachs predicts that as China's economic recovery drives a sharp increase in corporate earnings, the downward trend of China's stock market since late January is about to reverse, and there is still room for growth of 24% before the end of the year. Goldman Sachs believes that China's stock market still has room for 24% growth before the end of the year.</p><p>On Monday local time, Goldman Sachs strategist Kinger Lau and others said in the latest report that the MSCI China Index is likely to reach 85 points by the end of 2023, an increase of about 24% from the current level. The downward trend of Chinese stocks since late January is about to reverse.</p><p>The strategists wrote:</p><p>The main theme of the (Chinese) stock market will gradually shift from reopening to recovery, and the driver of potential earnings may shift from multiple expansions to earnings growth or cashout. Growth drivers should lean primarily towards the consumer economy, with services still operating significantly below pre-pandemic levels in 2019, they added.</p><p>On February 10, Goldman Sachs economists Joseph Briggs and Devesh Kodnani raised their forecasts for China's economic growth in their latest report.<b>China's average economic growth rate in the four quarters of 2023 is expected to be 6.5%, significantly higher than the 5.5% forecast at the end of November last year.</b></p><p>Goldman Sachs also believes that<b>The accelerated recovery of China's economy will also boost global economic growth. By the end of 2023, driven by the accelerated recovery of China's economy and the recovery of domestic demand, the global economy will grow by 1 percentage point more.</b></p><p>Goldman Sachs pointed out in the report that China's economy will have a direct positive impact on global economic growth through three channels: domestic demand, international travel demand and commodity demand. It is estimated that China's domestic demand will increase by 5% this year, driving the GDP growth rate of some Asia-Pacific economies to increase by about 0.4 percentage points; The gradual recovery of China's foreign service demand, especially outbound tourism, will boost the economy of destination countries; In addition, the accelerated recovery of China's economy may boost international commodity demand and prices. China's oil demand may rise by 1 million barrels per day, or the price of Brent oil may rise by about $15 per barrel.</p><p>In addition to Goldman Sachs, many foreign institutions have previously been optimistic about China's growth prospects.</p><p>Earlier this month, Fitch Ratings said in a revised forecast that China's economy would grow by 5% in 2023, much higher than the 4.1% forecast in December. Fitch's Brian Coulton research team believes: \"(China's) rapid rebound from the impact of the new crown means that economic activity in the first half of 2023 will be stronger than we predicted.\"</p><p>Fitch noted that the upward forecast is based on \"evidence that consumption and economic activity are recovering faster than initially expected,\" in addition to China's latest PMI data showing further growth.</p><p>The data shows that since November 7, 2022, northbound funds have net inflows into A shares for 13 consecutive weeks. January 16 to January 20, 2023 was the week with the largest net inflow of A shares, reaching 48.513 billion yuan. Judging from monthly data, since February, the net inflow of northbound funds into A shares has been 8.354 billion yuan, while the net inflow in January reached 141.29 billion yuan. This can be said to be the best proof that foreign investors are optimistic about China.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170663535","content_text":"高盛预计，随着中国经济复苏推动企业盈利大幅增长，中国股市自1月下旬以来的下跌势头即将出现逆转，在年底前还有24%的增长空间。高盛认为中国股市在年底前还有24%的增长空间。当地时间周一，高盛策略师 Kinger Lau 等在最新报告中表示，MSCI中国指数有可能在2023年底前达到85点，较当前水平再上涨约24%。中国股市自1月下旬以来的下跌势头即将出现逆转。策略师们写道：（中国）股市的主要主题将逐渐从重新开放转向复苏，潜在收益的驱动力可能从多重扩张转向盈利增长或兑现。他们补充称，增长动力应主要倾向于消费经济，服务业的运行仍明显低于2019年疫情前的水平。在2月10日，高盛经济学家 Joseph Briggs 和 Devesh Kodnani 就在最新报告中上调了中国经济增速预期，预计2023年中国四个季度经济平均增速6.5%，显著高于去年11月底预测的5.5%。高盛还认为，中国经济加快恢复还将提振全球经济增长。到2023年年底，在中国经济加快恢复与内需复苏的推动下，全球经济将多增长1个百分点。高盛在该报告中指出，中国经济将通过国内需求、国际旅行需求和大宗商品需求三个渠道为全球经济增长带来直接的积极影响。预计今年中国内需将增加5%，带动部分亚太地区经济体的GDP增速提升约0.4个百分点；中国对外服务需求逐渐复苏，尤其是出境旅游，将提振出游目的国经济；此外，中国经济加快恢复或提振国际大宗商品需求和价格。中国每天的石油需求可能会回升100万桶，或令布油价格每桶再上涨约15美元。除了高盛外，多家外资机构此前纷纷看好中国的增长前景。本月初，惠誉评级在修正后的预测中表示，2023年中国经济将增长5%，远高于去年12月预测的4.1%。惠誉 Brian Coulton 研究团队认为：“（中国）从新冠冲击中迅速反弹，意味着2023年上半年的经济活动要比我们预测的强。”惠誉指出，上调预期是基于“消费和经济活动复苏速度快于最初预期的证据”，此外，中国最新的PMI数据显示，中国经济将进一步增长。数据显示，自2022年11月7日以来，北向资金已经连续13周净流入A股。2023年1月16日至1月20日是净流入A股最多的一周，金额达到485.13亿元。从月度数据来看，2月以来，北向资金净流入A股83.54亿元，而1月净流入金额达1412.9亿元。这可以说是外资看好中国的最好证明。","news_type":1,"symbols_score_info":{"HSI":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625557717,"gmtCreate":1676602825240,"gmtModify":1676602825240,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539229655408025","authorIdStr":"3539229655408025"},"themes":[],"htmlText":"clear","listText":"clear","text":"clear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625557717","repostId":"2312942929","repostType":4,"repost":{"id":"2312942929","kind":"highlight","pubTimestamp":1676595823,"share":"https://ttm.financial/m/news/2312942929?lang=en_US&edition=fundamental","pubTime":"2023-02-17 09:03","market":"hk","language":"zh","title":"Wang Yawei's \"going to the United States to buy the bottom\" exposure: digging local coal and smelting local steel","url":"https://stock-news.laohu8.com/highlight/detail?id=2312942929","media":"华尔街见闻","summary":"美股投资重现江湖","content":"<p><html><head></head><body>U.S. stock investment has reappeared Wang Yawei, the former boss of the public offering industry and the \"fund brother\", who has been low-key in the A-share market for many years.</p><p>Who would have thought that he would \"blossom and bear fruit\" in US stock investment.</p><p>According to the latest US SEC announcement, Wang Yawei's hedge fund TOP ACE AM has recently made a big attack on the US stock market, taking heavy positions in overseas steel and coal stocks, and also getting involved in investing in virtual currency companies.</p><p>This kind of investment not only refreshed the \"expectation\" of Wang Yawei in the industry, but also made the outside world interested in Wang Yawei's private equity career.</p><p>Although the first brother is no longer in the \"Jianghu\" of public offering, the \"legend\" of his brother comes from the other side.</p><p><b>Already laid out</b></p><p>Wang Yawei's voice has been particularly low in recent years, which makes people mistakenly think that he and his Qianhe investment are no longer brave.</p><p>But in fact, his investment layout and intentions are quite far-reaching.</p><p>As early as 2012, Wang Yawei's \"first year of running private\", he also established a hedge fund in Hong Kong TOP ACE ASSET MANAGEMENT.</p><p>At that time, it was pointed out that Wang Yawei was \"ambitious\" in offshore investment, and the moral of TOP ACE was \"TOP ACE\".</p><p>However, Wang Yawei \"showed his cards\" very rarely. The last time this hedge fund exposed its investment was in 2016. At that time, Lao Wang's top heavyweight stocks had many new energy stocks!</p><p><b>This sense of investment is staggering now.</b></p><p><b>Overseas investment nearly one billion</b></p><p>Since 2016, Wang Yawei's overseas investment has disappeared, and it has been six years since he reappeared.</p><p>A few days ago, Wang Yawei once again appeared in the US market, aiming at a number of \"old assets\".</p><p>According to relevant announcements, TOP ACE recently disclosed the details of its positions at the end of last year. The disclosure document shows:<b>The market value of TOP ACE Asset Management's latest US stock holdings reached US $136 million, close to one billion yuan.</b></p><p>This hedge fund holds 40 U.S. stocks, and the total market value of the top ten holdings accounts for 68% of the total market value of the holdings, which is highly concentrated.<img src=\"https://static.tigerbbs.com/b0f6a89e705f7bf410cec681ea2cadda\" tg-width=\"865\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p><b>Attack \"old assets\"</b></p><p>Specifically, the top six heavyweights of TOP ACE asset management companies are all steel and coal stocks.</p><p>Obviously, Wang Yawei is determined to \"bargain-hunting\" ferrous metal and ore resources overseas.</p><p>Specifically, Wang Yawei's layout is as follows:</p><p>The number one holding is<b>ALPHA METALLURGICAL RESOURCE</b>, owns a number of large local coal mines in the United States, mainly producing coking coal for steel companies and thermal coal for power generation. The stock's stock price has doubled in the past year, and its latest P/E is 2.16 times. (Data source is a third party, not proofread, the same below)<img src=\"https://static.tigerbbs.com/ba93268cab29a5619a78e147c572dc0c\" tg-width=\"865\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/>Second largest holding<b>ARCH RESOURCES</b>, is also a metallurgical and coking coal producer. The company claims to provide coking coal and thermal coal to the world. The latest P/E is 2.98 times, an increase of 50% in the past year.</p><p>The third largest holding is<b><a href=\"https://laohu8.com/S/X\">United States Steel</a>company</b>（<b>UNITED STATES STL CORP</b>), the company founded by the famous steel king Carnegie Andrew Carnegie. The latest P/E is 3.25 times, an increase of 20% in the past year.</p><p>Since then, the fourth to sixth largest holdings are:</p><p><b>Global steel giant ARCELORMITTAL,</b></p><p><b>The world's third largest aluminum producer<a href=\"https://laohu8.com/S/AA\">Alcoa</a>Company (ALCOA CORP),</b></p><p><b>PEABODY ENERGY CORP, an important coal company in the United States and Australia.</b></p><p>The common characteristics of the above-mentioned companies are extremely low valuations and distinct main businesses.</p><p><b>By the way, layout \"new assets\"</b></p><p>Starting from the seventh largest holding stock, Wang Yawei's position portfolio began to \"fly\", and various investment directions appeared.</p><p>For example, the seventh largest holding<b>Piedmont Lithium Mining Company (<a href=\"https://laohu8.com/S/PLL.AU\">Piedmont Lithium</a>）</b>, this is an Australian mining company whose main business is mining lithium ore.</p><p>The eighth largest holding is Chinese concept stocks<b>Fog Core Technology</b>, e-cigarette companies, and are also rare Chinese concept stocks in Wang Yawei's bottom-hunting US stocks.</p><p>The ninth largest holding is the leading car rental company in the United States<b><a href=\"https://laohu8.com/S/CAR\">Avis</a>Avis Budget</b>。</p><p>The tenth largest holding is a<b>Cryptocurrency exchanges</b>。</p><p><b>After firmly buying low-valued coal mines and steel, Wang Yawei made bets on new energy, overseas consumption, e-cigarettes and virtual currencies.</b></p><p>In addition, although Wang Yawei bought 40 domestic companies in the United States, there are few familiar \"big-name companies\".<a href=\"https://laohu8.com/S/AAPL\">Apple</a>, Facebook,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Not in the position, \"only\" one big-name company is<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。</p><p><b>Overseas team lineup</b></p><p>How are these companies invested and managed?</p><p>This must also be highly concerned by the market. Zishitang pieced together some information about Wang Yawei's overseas team through public information.</p><p>Public information shows: The signatory of TOP ACE in the US disclosure document is \"Siu Wah CHUNG\", that is, Zhong Zhaohua, who joined TOP ACE Asset Management Company in 2015.</p><p>In addition, the team members include Zhang Yongkang, Xu Baizhi, Luo Yiwen, Deng Zhengxing, Wang Yawei, Wang Jiahui, Yang Junxian, etc.</p><p>Among them, those with management functions are Wang Yawei, Zhang Yongkang, Zhong Zhaohua and Yang Junxian.<img src=\"https://static.tigerbbs.com/650c3789e971bf63d6b2efa3c4cd6895\" tg-width=\"865\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>Industry information also shows that Zhong Zhaohua, or the chief investment officer of TOPACE, worked at Citibank in the early days.</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>Wang Yawei's \"going to the United States to buy the bottom\" exposure: digging local coal and smelting local steel</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\">\nWang Yawei's \"going to the United States to buy the bottom\" exposure: digging local coal and smelting local steel\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-02-17 09:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>U.S. stock investment has reappeared Wang Yawei, the former boss of the public offering industry and the \"fund brother\", who has been low-key in the A-share market for many years.</p><p>Who would have thought that he would \"blossom and bear fruit\" in US stock investment.</p><p>According to the latest US SEC announcement, Wang Yawei's hedge fund TOP ACE AM has recently made a big attack on the US stock market, taking heavy positions in overseas steel and coal stocks, and also getting involved in investing in virtual currency companies.</p><p>This kind of investment not only refreshed the \"expectation\" of Wang Yawei in the industry, but also made the outside world interested in Wang Yawei's private equity career.</p><p>Although the first brother is no longer in the \"Jianghu\" of public offering, the \"legend\" of his brother comes from the other side.</p><p><b>Already laid out</b></p><p>Wang Yawei's voice has been particularly low in recent years, which makes people mistakenly think that he and his Qianhe investment are no longer brave.</p><p>But in fact, his investment layout and intentions are quite far-reaching.</p><p>As early as 2012, Wang Yawei's \"first year of running private\", he also established a hedge fund in Hong Kong TOP ACE ASSET MANAGEMENT.</p><p>At that time, it was pointed out that Wang Yawei was \"ambitious\" in offshore investment, and the moral of TOP ACE was \"TOP ACE\".</p><p>However, Wang Yawei \"showed his cards\" very rarely. The last time this hedge fund exposed its investment was in 2016. At that time, Lao Wang's top heavyweight stocks had many new energy stocks!</p><p><b>This sense of investment is staggering now.</b></p><p><b>Overseas investment nearly one billion</b></p><p>Since 2016, Wang Yawei's overseas investment has disappeared, and it has been six years since he reappeared.</p><p>A few days ago, Wang Yawei once again appeared in the US market, aiming at a number of \"old assets\".</p><p>According to relevant announcements, TOP ACE recently disclosed the details of its positions at the end of last year. The disclosure document shows:<b>The market value of TOP ACE Asset Management's latest US stock holdings reached US $136 million, close to one billion yuan.</b></p><p>This hedge fund holds 40 U.S. stocks, and the total market value of the top ten holdings accounts for 68% of the total market value of the holdings, which is highly concentrated.<img src=\"https://static.tigerbbs.com/b0f6a89e705f7bf410cec681ea2cadda\" tg-width=\"865\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p><b>Attack \"old assets\"</b></p><p>Specifically, the top six heavyweights of TOP ACE asset management companies are all steel and coal stocks.</p><p>Obviously, Wang Yawei is determined to \"bargain-hunting\" ferrous metal and ore resources overseas.</p><p>Specifically, Wang Yawei's layout is as follows:</p><p>The number one holding is<b>ALPHA METALLURGICAL RESOURCE</b>, owns a number of large local coal mines in the United States, mainly producing coking coal for steel companies and thermal coal for power generation. The stock's stock price has doubled in the past year, and its latest P/E is 2.16 times. (Data source is a third party, not proofread, the same below)<img src=\"https://static.tigerbbs.com/ba93268cab29a5619a78e147c572dc0c\" tg-width=\"865\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/>Second largest holding<b>ARCH RESOURCES</b>, is also a metallurgical and coking coal producer. The company claims to provide coking coal and thermal coal to the world. The latest P/E is 2.98 times, an increase of 50% in the past year.</p><p>The third largest holding is<b><a href=\"https://laohu8.com/S/X\">United States Steel</a>company</b>（<b>UNITED STATES STL CORP</b>), the company founded by the famous steel king Carnegie Andrew Carnegie. The latest P/E is 3.25 times, an increase of 20% in the past year.</p><p>Since then, the fourth to sixth largest holdings are:</p><p><b>Global steel giant ARCELORMITTAL,</b></p><p><b>The world's third largest aluminum producer<a href=\"https://laohu8.com/S/AA\">Alcoa</a>Company (ALCOA CORP),</b></p><p><b>PEABODY ENERGY CORP, an important coal company in the United States and Australia.</b></p><p>The common characteristics of the above-mentioned companies are extremely low valuations and distinct main businesses.</p><p><b>By the way, layout \"new assets\"</b></p><p>Starting from the seventh largest holding stock, Wang Yawei's position portfolio began to \"fly\", and various investment directions appeared.</p><p>For example, the seventh largest holding<b>Piedmont Lithium Mining Company (<a href=\"https://laohu8.com/S/PLL.AU\">Piedmont Lithium</a>）</b>, this is an Australian mining company whose main business is mining lithium ore.</p><p>The eighth largest holding is Chinese concept stocks<b>Fog Core Technology</b>, e-cigarette companies, and are also rare Chinese concept stocks in Wang Yawei's bottom-hunting US stocks.</p><p>The ninth largest holding is the leading car rental company in the United States<b><a href=\"https://laohu8.com/S/CAR\">Avis</a>Avis Budget</b>。</p><p>The tenth largest holding is a<b>Cryptocurrency exchanges</b>。</p><p><b>After firmly buying low-valued coal mines and steel, Wang Yawei made bets on new energy, overseas consumption, e-cigarettes and virtual currencies.</b></p><p>In addition, although Wang Yawei bought 40 domestic companies in the United States, there are few familiar \"big-name companies\".<a href=\"https://laohu8.com/S/AAPL\">Apple</a>, Facebook,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Not in the position, \"only\" one big-name company is<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。</p><p><b>Overseas team lineup</b></p><p>How are these companies invested and managed?</p><p>This must also be highly concerned by the market. Zishitang pieced together some information about Wang Yawei's overseas team through public information.</p><p>Public information shows: The signatory of TOP ACE in the US disclosure document is \"Siu Wah CHUNG\", that is, Zhong Zhaohua, who joined TOP ACE Asset Management Company in 2015.</p><p>In addition, the team members include Zhang Yongkang, Xu Baizhi, Luo Yiwen, Deng Zhengxing, Wang Yawei, Wang Jiahui, Yang Junxian, etc.</p><p>Among them, those with management functions are Wang Yawei, Zhang Yongkang, Zhong Zhaohua and Yang Junxian.<img src=\"https://static.tigerbbs.com/650c3789e971bf63d6b2efa3c4cd6895\" tg-width=\"865\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>Industry information also shows that Zhong Zhaohua, or the chief investment officer of TOPACE, worked at Citibank in the early days.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3682131\">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/fc971725263c2b592c0a61596e6e30ad","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3682131","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312942929","content_text":"美股投资重现江湖公募业曾经的大佬、“基金一哥”王亚伟，在A股市场上已经低调多年。谁又能想到，他在美股投资上却“开花结果”。根据最新的美国SEC公告，王亚伟旗下的对冲基金金TOP ACE AM,最新在美股大举出击，重仓出击海外的钢铁和煤炭股，此外亦涉足虚拟币类公司投资。这样的投资手笔，不仅刷新了业内对王亚伟的“预期”，亦让外界对“雾里看花”的王亚伟私募生涯兴趣顿生。一哥虽已不在公募的“江湖”，但隔岸却传来的哥的“传说”。早有布局王亚伟近年的声量格外低沉，让人误以为他和他的千合投资已不复当年盛勇。但其实，他在投资上的布局和用心相当深远。早在2012年，王亚伟的“奔私元年”，他就同时在香港了成立对冲基金TOP ACE ASSET MANAGEMENT。当时就有人指出，王亚伟对离岸投资“雄心勃勃”，TOP ACE的寓意是“顶级王牌”。然而，王亚伟“亮牌”的次数极少，上一次这家对冲基金曝光投资是2016年，其时，老王的前几大重仓股有多只新能源股！这份投资嗅觉，如今回看令人咋舌。海外投资近十亿自2016年后，王亚伟的海外投资就不见“踪迹”，再次现身已是六年后。日前，王亚伟再次现身美国市场，瞄准的却是一批“旧资产”。根据相关公告，TOP ACE日前披露了去年末的持仓明细。披露文件显示：TOP ACE资管最新美股持仓市值达到1.36亿美元，接近十亿人民币。这家对冲基金持有40只美国股票，位列前十大持仓的股票总市值占总持仓市值的68%，集中度较高。出击“旧资产”具体来看，TOP ACE资管公司的前六大权重股，均为钢铁和煤炭股。显然，王亚伟铁了心要在海外“抄底”黑色金属和矿石资源。具体来看，王亚伟的布局如下：头号重仓股是ALPHA METALLURGICAL RESOURCE，拥有多个美国当地的大型煤矿，主要生产钢铁企业用的焦煤，和发电用的动力煤。该股过去一年股价翻倍，最新市盈率2.16倍。（数据来源第三方，未校对，下同）第二大重仓股ARCH RESOURCES，也是一家冶金和炼焦煤生产商，公司号称向全球提供焦煤和动力煤。最新市盈率2.98倍，过去一年涨幅50%。第三大重仓股是美国钢铁公司（UNITED STATES STL CORP），就是那个著名钢铁大王卡内基安德鲁·卡内基创办的公司。最新市盈率3.25倍，过去一年涨幅20%。此后的第四~第六大重仓股分别是：全球钢铁巨头安塞乐米塔尔（ARCELORMITTAL）、全球第三大铝材生产商美国铝业公司（ALCOA CORP）、美澳的重要煤炭公司皮博迪能源公司（PEABODY ENERGY CORP）。上述公司的共同特点是估值极低，主业鲜明。顺带布局“新资产”从第七大重仓股开始，王亚伟的持仓组合开始“放飞”，出现各种投资的方向。比如第七大重仓股皮埃蒙特锂矿公司（Piedmont Lithium），这是一家澳大利亚矿业公司，主业是开采锂矿。第八大重仓股是中概股雾芯科技，电子烟企业，也是王亚伟抄底美股中少见的中概股。第九大重仓股美国汽车租赁的龙头公司安飞士百捷（Avis Budget）。第十大重仓股是一家加密货币交易所。在坚定抄底低估值煤矿和钢铁后，王亚伟顺带着在新能源、海外消费、电子烟和虚拟货币里下了注。此外，尽管王亚伟买入40家美国本土公司，但少见耳熟能详的“大牌公司”，苹果、脸书、亚马逊、微软并不在持仓中，“仅”有的一家大牌公司是特斯拉。海外团队阵容这批公司是如何投资管理的？这想必也是市场高度关心的，资事堂通过公开信息拼凑出王亚伟海外团队的些许情况。公开信息显示：TOP ACE在美国披露文件中的签字人为“Siu Wah CHUNG”，即钟兆华，2015年加入TOP ACE资管公司。此外团队人员还包括张永康、许柏芝、罗怡雯、邓正行、王亚伟、王家辉、杨俊贤等。其中有管理职能的是王亚伟、张永康、钟兆华和杨俊贤。业内的信息还显示，钟兆华或是TOPACE的首席投资官，早期在花旗银行任职过。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625580944,"gmtCreate":1676558604789,"gmtModify":1676558604789,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539229655408025","authorIdStr":"3539229655408025"},"themes":[],"htmlText":"It is time to cut","listText":"It is time to cut","text":"It is time to cut","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625580944","repostId":"1166103895","repostType":4,"repost":{"id":"1166103895","kind":"news","pubTimestamp":1676526612,"share":"https://ttm.financial/m/news/1166103895?lang=en_US&edition=fundamental","pubTime":"2023-02-16 13:50","market":"us","language":"zh","title":"Betting on the Chinese market has become Wall Street's \"most crowded trade\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1166103895","media":"华尔街见闻","summary":"中国股市仍有进一步的上涨空间。","content":"<p><html><head></head><body><b>Investors' optimism about China's economic prospects is growing. Strategists believe that there is still room for further upside in China's stock market.</b>As investors turn to the Chinese market and emerging market stocks, betting on the Chinese market has become the \"most crowded trade\" on Wall Street.</p><p>On Wednesday, Bank of America's monthly survey of 262 fund managers showed,<b>In February, global fund managers increased their equity allocation to emerging markets, including China, for the third consecutive month</b>。<b>More than 20% of fund managers believe that \"going long China\" has become the \"most crowded trade\" in the market, the first time since the survey began in 1985.</b></p><p>Since the beginning of November last year, the adjustment and optimization of China's epidemic-related measures have greatly boosted market sentiment, and blue-chip stocks on the Shanghai Stock Exchange have risen by 14%. Foreign capital is also actively participating in the Chinese market, with a net purchase of US $27.7 billion in domestic stocks in January, a record high in a single month.</p><p>The survey also found that in February this year, 46% of fund managers adjusted the proportion of emerging market stock allocation to \"overweight\". This is helped by investors' increased optimism about China's economic outlook and confidence that the dollar's rally has peaked.</p><p>Strategists believe that,<b>There is still room for further upside in China's stocks. Societe Generale estimates that the average P/E of companies listed on the Shanghai Stock Exchange this year is 11.6 times, and the expected earnings increase is 18.8%; The average P/E of emerging markets is 12.4 times, and the expected earnings growth is 6.7%.</b></p><p>Pramol Dhawan, managing director of US fund manager Pimco, said emerging markets are undervalued compared to history and are \"undervalued\" as an asset class after investor withdrawals in 2022.</p><p>Robert Buckland, chief global equity strategist at Citigroup, believes that cash-rich Middle East sovereign wealth funds may also drive Chinese stocks higher:</p><p>Given the huge rise in purchasing power of energy producers in the financial markets, now is a good time for them to invest this wealth. Petrodollar investors will use their wealth to cement long-term economic and commercial relationships, especially with other emerging markets.<b>But fund managers also believe that trading is hot to be \"worrying\"-the increasing popularity of Chinese stocks is hard to believe that the market enthusiasm will continue unwanted.</b></p><p>More than two-thirds of respondents noted that they believe the reopening of China's economy could push up global inflation, and the biggest tail risk for fund managers is that inflation will stubbornly remain elevated for longer.</p><p>Michael Hartnett, chief investment strategist at Bank of America Global Research, said:</p><p>The reopening of China's economy is clearly good for global growth, but if it does translate into higher inflationary pressures, as we've seen in other parts of the world during the post-pandemic recovery, then it could cause problems for central banks (outside China). At the same time, on Wednesday, the People's Bank of China exceeded the MLF for three consecutive months, launching 499 billion yuan of MLF operations and 203 billion yuan of open market reverse repurchase operations. The transaction announcement stated that the two operations fully met the needs of financial institutions.</p><p>Banny Lam, head of research at Ceb International Inv Corp Ltd., told the media:</p><p>This is a short-term correction, and both Hong Kong and mainland China markets are likely to rebound in March as the Chinese government provides more policy support to different sectors of the Chinese economy to guide the market.</body></html></p>","source":"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>Betting on the Chinese market has become Wall Street's \"most crowded trade\"</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\">\nBetting on the Chinese market has become Wall Street's \"most crowded trade\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-02-16 13:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Investors' optimism about China's economic prospects is growing. Strategists believe that there is still room for further upside in China's stock market.</b>As investors turn to the Chinese market and emerging market stocks, betting on the Chinese market has become the \"most crowded trade\" on Wall Street.</p><p>On Wednesday, Bank of America's monthly survey of 262 fund managers showed,<b>In February, global fund managers increased their equity allocation to emerging markets, including China, for the third consecutive month</b>。<b>More than 20% of fund managers believe that \"going long China\" has become the \"most crowded trade\" in the market, the first time since the survey began in 1985.</b></p><p>Since the beginning of November last year, the adjustment and optimization of China's epidemic-related measures have greatly boosted market sentiment, and blue-chip stocks on the Shanghai Stock Exchange have risen by 14%. Foreign capital is also actively participating in the Chinese market, with a net purchase of US $27.7 billion in domestic stocks in January, a record high in a single month.</p><p>The survey also found that in February this year, 46% of fund managers adjusted the proportion of emerging market stock allocation to \"overweight\". This is helped by investors' increased optimism about China's economic outlook and confidence that the dollar's rally has peaked.</p><p>Strategists believe that,<b>There is still room for further upside in China's stocks. Societe Generale estimates that the average P/E of companies listed on the Shanghai Stock Exchange this year is 11.6 times, and the expected earnings increase is 18.8%; The average P/E of emerging markets is 12.4 times, and the expected earnings growth is 6.7%.</b></p><p>Pramol Dhawan, managing director of US fund manager Pimco, said emerging markets are undervalued compared to history and are \"undervalued\" as an asset class after investor withdrawals in 2022.</p><p>Robert Buckland, chief global equity strategist at Citigroup, believes that cash-rich Middle East sovereign wealth funds may also drive Chinese stocks higher:</p><p>Given the huge rise in purchasing power of energy producers in the financial markets, now is a good time for them to invest this wealth. Petrodollar investors will use their wealth to cement long-term economic and commercial relationships, especially with other emerging markets.<b>But fund managers also believe that trading is hot to be \"worrying\"-the increasing popularity of Chinese stocks is hard to believe that the market enthusiasm will continue unwanted.</b></p><p>More than two-thirds of respondents noted that they believe the reopening of China's economy could push up global inflation, and the biggest tail risk for fund managers is that inflation will stubbornly remain elevated for longer.</p><p>Michael Hartnett, chief investment strategist at Bank of America Global Research, said:</p><p>The reopening of China's economy is clearly good for global growth, but if it does translate into higher inflationary pressures, as we've seen in other parts of the world during the post-pandemic recovery, then it could cause problems for central banks (outside China). At the same time, on Wednesday, the People's Bank of China exceeded the MLF for three consecutive months, launching 499 billion yuan of MLF operations and 203 billion yuan of open market reverse repurchase operations. The transaction announcement stated that the two operations fully met the needs of financial institutions.</p><p>Banny Lam, head of research at Ceb International Inv Corp Ltd., told the media:</p><p>This is a short-term correction, and both Hong Kong and mainland China markets are likely to rebound in March as the Chinese government provides more policy support to different sectors of the Chinese economy to guide the market.</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3682066\">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/55eb327f580527889cf30bafa92692ae","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3682066","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166103895","content_text":"投资者对中国经济前景的乐观情绪不断增强。策略师认为，中国股市仍有进一步的上涨空间。随着投资者纷纷转向中国市场和新兴市场股票，对中国市场的押注已经成为了华尔街“最拥挤的交易”。周三，美国银行对262名基金经理的月度调查显示，今年2月，全球基金经理连续第三个月增加了对包括中国在内的新兴市场的股票配置。超过20%的基金经理认为，“做多中国”已经成为市场上“最拥挤的交易”，这是自该调查始于1985年以来的首次。自去年11月初以来，中国对疫情相关措施的调整优化极大地提振了市场情绪，上海交易所的蓝筹股已经上涨了14%。外资也积极参与中国市场，1月份净买入中国境内股票277亿美元，创单月历史新高。调查还发现，今年2月，有46%的基金经理将新兴市场股票配置的比例调整为“增持”。这得益于投资者对中国经济前景的乐观情绪增强，以及对美元涨势已经见顶的信心。策略师认为，中国股市仍有进一步的上涨空间。法国兴业银行估计，在上海交易所上市的公司今年的平均市盈率为11.6倍，预期盈利增长18.8%；而新兴市场的平均市盈率为12.4倍，预期盈利增长6.7%。美国基金管理公司太平洋投资管理公司（Pimco）董事总经理 Pramol Dhawan 表示，与历史相比，新兴市场的估值较低，而在2022年投资者大举撤资之后，新兴市场作为一个资产类别“被低估了”。花旗集团首席全球股票策略师 Robert Buckland 认为，现金充足的中东主权财富基金也可能推动中国股市上涨：鉴于能源生产商在金融市场上的购买力大幅上升，现在正是他们投资这些财富的好时机。石油美元投资者将利用他们的财富来巩固长期的经济和商业关系，尤其是与其他新兴市场的关系。但基金经理们也认为，交易已经火热到“令人担忧”——中国股票越来越受欢迎，令人难以相信市场热情会毫不减弱地持续下去。超过三分之二的受访者指出，他们认为中国经济重新开放可能推高全球通胀，基金经理面临的最大尾部风险是，通胀将在更长时间内顽固地保持在较高水平。美国银行全球研究部首席投资策略师 Michael Hartnett 表示：中国经济重新开放显然对全球经济增长有利，但如果这真的转化为更高的通胀压力，就像疫情后复苏期间我们在世界其他地区看到的那样，那么这可能给（中国以外的）央行带来问题。与此同时，周三，中国人民银行连续三个月超额续作MLF，开展了4990亿元MLF操作，以及2030亿元公开市场逆回购操作。交易公告称，两项操作充分满足了金融机构需求。Ceb International Inv Corp Ltd. 研究主管 Banny Lam 向媒体表示：这是一次短期调整，随着中国政府对中国经济的不同领域提供更多政策支持，引导市场，香港和中国内地市场都可能在3月份出现反弹。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625220100,"gmtCreate":1676516766802,"gmtModify":1676516766802,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539229655408025","authorIdStr":"3539229655408025"},"themes":[],"htmlText":"great fox","listText":"great fox","text":"great fox","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625220100","repostId":"1128128276","repostType":4,"isVote":1,"tweetType":1,"viewCount":2224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625901817,"gmtCreate":1675996989340,"gmtModify":1675996989340,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539229655408025","authorIdStr":"3539229655408025"},"themes":[],"htmlText":"he just look down economic of some country","listText":"he just look down economic of some country","text":"he just look down economic of some country","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625901817","repostId":"2310641661","repostType":4,"repost":{"id":"2310641661","kind":"highlight","pubTimestamp":1675993941,"share":"https://ttm.financial/m/news/2310641661?lang=en_US&edition=fundamental","pubTime":"2023-02-10 09:52","market":"sh","language":"zh","title":"Accelerate the reduction of BYD holdings! Buffett sells another 4.23 million shares, what is the impact? The new energy vehicle leader has set a new goal?","url":"https://stock-news.laohu8.com/highlight/detail?id=2310641661","media":"券商中国","summary":"减持还在继续！2月9日，港交所文件显示，巴菲特旗下伯克希尔哈撒韦公司于2月3日出售了423.5万股比亚迪H股股票，平均价格257.9港元/股，持股比例降至11.87%。这是2023年以来，港交所第3次","content":"<p><html><head></head><body><img src=\"https://static.tigerbbs.com/5eba4a5fb6af9747e1005310c5e94d5b\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\"/><b>The reduction of holdings continues!</b></p><p>On February 9, Hong Kong Stock Exchange documents showed that Buffett's<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway sold 4.235 million shares on Feb. 3<a href=\"https://laohu8.com/S/002594\">BYD</a>The average price of H shares is HK $257.9 per share, and the shareholding ratio dropped to 11.87%. This is the third time since 2023 that the Hong Kong Stock Exchange has disclosed that Berkshire Hathaway has reduced its holdings of BYD H shares, and it is also the ninth disclosure since the company's first reduction in August 2022.</p><p><img src=\"https://static.tigerbbs.com/334a8f6caf57c60562aef8d4c625d606\" tg-width=\"660\" tg-height=\"118\" referrerpolicy=\"no-referrer\"/>Although the speed and intensity of Buffett's reduction of holdings are accelerating, overall BYD's stock price is not greatly affected by Buffett's reduction of holdings. And the average price of shareholding reduction disclosed this time is the highest price in the last seven disclosures. As of February 9, BYD's H shares closed at HK $249.4 per share, and A shares closed at 288.3 yuan per share. The company's total market value was 759.7 billion yuan.</p><p><b>Buffett reduced his holdings in BYD again, and his shareholding ratio dropped to 11.87%</b></p><p>On February 9, according to the disclosure documents of the Hong Kong Stock Exchange, Berkshire Hathaway sold 4.235 million BYD H shares on February 3, with an average price of HK $257.9 per share, and the shareholding ratio dropped to 11.87%.</p><p>This is the third time since 2023 that the Hong Kong Stock Exchange has disclosed that Berkshire Hathaway has reduced its holdings of BYD H shares, and it is also the ninth time since the company first reduced its holdings in August 2022. Previous disclosure information shows:</p><p>On August 24, 2022, it reduced its holdings of 1.331 million BYD H shares, with an average price of HK $277.1016 per share;</p><p>On September 1, 2022, it will reduce its holdings of 1.716 million BYD H shares at an average price of HK $262.7243 per share;</p><p>On November 1, 2022, it will reduce its holdings of 3.297 million BYD H shares, with an average price of HK $169.8657 per share;</p><p>On November 8, 2022, it reduced its holdings of 5.7825 million BYD H shares, with an average price of HK $196.9945 per share;</p><p>On November 17, 2022, it reduced its holdings of 3.2255 million BYD H shares, with an average price of HK $195.4212 per share;</p><p>On December 8, 2022, it will reduce its holdings of 1.3295 million BYD H shares, with an average price of HK $201.3432 per share;</p><p>On January 3, 2023, it reduced its holdings of 1.058 million BYD H shares, with an average price of HK $191.44 per share;</p><p>On January 27, 2023, it reduced its holdings of 1.55 million BYD H shares, with an average price of HK $226.32 per share.</p><p>It is reported that Berkshire Hathaway bought 225 million BYD H shares at a price of HK $8 per share in 2008, and held them for 14 years, until August 2022, when it began to reduce its holdings for the first time. At present, Berkshire Hathaway has reduced its holdings by about 95 million shares, and its position has been reduced by more than 40%.</p><p>It should be noted that, according to the disclosure regulations of the Hong Kong Stock Exchange, major shareholders only need to make disclosures if they increase or decrease their holdings across a certain integer percentage. From the perspective of the number of shares held, in addition to the disclosed information, Berkshire Hathaway has reduced its holdings many times.</p><p><b>BYD may hit sales target of 4 million</b></p><p>In the past 2022, China<a href=\"https://laohu8.com/S/600617\">National New Energy</a>The penetration rate of vehicles has further increased. According to data from the Passenger Car Association, the penetration rate of new energy vehicles in China has reached 25%. As the leader of new energy vehicles in China, BYD has also continued to develop rapidly in the past year. Its production and sales reached 1.877 million vehicles and 1.863 million vehicles respectively, a year-on-year increase of 209.2% and 208.6% respectively, becoming the global new energy vehicle sales champion in 2022.</p><p>A few days ago, it was reported that BYD has internally set a sales target of 4 million vehicles in 2023. In this regard, BYD did not respond clearly. According to the company, due to the impact of the epidemic, there are many uncertainties in the market, consumer demand and supply chain system, so BYD has a difficult judgment on the sales target in 2023. According to market conditions and changes, BYD will give full play to its own advantages and flexibly formulate various plans to meet the needs of consumers.</p><p>In addition to BYD, recently, a number of new energy car companies have successively disclosed new car sales targets for 2023, generally giving high growth expectations.</p><p>Recently,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Chairman and CEO He XPeng issued an internal letter to all employees of XPeng Motors, announcing XPeng Motors' new car planning, delivery targets and internal expectations for 2023. The goal for 2023 is to deliver 450,000 vehicles cumulatively, that is, nearly 200,000 vehicles will be delivered in 2023, with a target growth rate of 65.6%.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>The goal for 2023 is clearer, which is to exceed the sales of Lexus fuel vehicles. The data shows,<a href=\"https://laohu8.com/S/NIO.SI\">Nio</a>A total of 122,500 new cars will be delivered in 2022, a year-on-year increase of 34%, while Lexus's cumulative sales in China in 2022 will be 183,900. Based on this calculation, Nio's sales target for 2023 is about 200,000 vehicles, and the sales target growth rate is about 63.2%.</p><p>According to Zhang Yong, co-founder and CEO of Nezha Automobile, the target sales volume of Nezha Automobile in 2023 is 250,000 vehicles, and the company's target growth rate in 2023 is about 67%.</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a>In terms of this, although the specific sales target for 2023 has not been officially announced. However, according to people close to the company, the total sales target set by Li Auto in 2023 is in the range of 250,000 to 300,000 vehicles. Even based on 250,000 vehicles, Li Auto's target growth rate is as high as 88%.</p><p><b>What is the main line of investment in new energy vehicles?</b></p><p>Years later, the stock prices of new energy vehicle companies generally ushered in a wave of rises, and recently they began to fluctuate and adjust. Looking forward to the whole year of 2023, what are the investment ideas for new energy vehicles?</p><p>Xu Chengcheng, fund manager of Cathay CSI New Energy Vehicle ETF, said that from an investment perspective, automobiles have now been divided into two lines: traditional fuel vehicles and new energy vehicles. Continue to subdivide, and the main lines have become two, one is new energy, and the other is intelligence.</p><p>In terms of new energy, although the current penetration rate has reached about 30%, it is still a long way to go compared with the future goal (70%-80% of new energy on the transportation side). More importantly, the product strength of new energy vehicles is rapidly improving. With policy support, the prosperity may be maintained in the future. However, there is a high probability that the state of explosive growth and making money in all segments like in the past will not exist.</p><p>Automobile intelligence depends entirely on technological breakthroughs and research and development of parts companies. Intelligence is also an important direction to increase the value of automobiles, including but not limited to lightweight, thermal management, glass, smart cockpit, and autonomous driving-related parts and other fields are expected to show rapid growth.</p><p>In the short term, some OEMs may be affected<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The suppression of price cuts is relatively passive in strategy. However, with the decline of the overall price center of new energy vehicles or traditional vehicles, domestic companies have further improved their product capabilities and increased their market share through automobile autonomous driving and high-value automobile parts. This is also the reason why we are relatively optimistic about the auto parts industry this year.</p><p>Li Bo, manager of Xinao New Energy Select Hybrid Fund, said that he continues to be optimistic about domestic leading new energy vehicle companies and the recovery in the valuation of lithium mines brought about by the annual sales of new energy vehicles exceeding expectations. He said that the auto industry has been paying much attention to the price issue this year. After the prices of some Tesla models have dropped again and again, some of XPeng's main models have also seen price cuts. On the other hand, traditional car companies have seen some of their fuel models There has been a certain price increase. The market is worried that cars such as Tesla XPeng may affect the overall performance revenue and gross profit margin due to price cuts, but we must also see the demand stimulating effect brought about by price cuts. New energy vehicles have become the focus of consumers when buying cars. As the scale effect becomes prominent, the depreciation and amortization cost of car companies may decrease significantly, and the expense ratio will improve. In the end, the profit margin of car companies is expected to be relatively stable.</p><p>At the same time, under the overall economic recovery, the promotion of domestic consumption is clear. As a mass consumer product, the industry prosperity of new energy vehicles is expected to become clearer. Looking at the entire automobile industry, domestic automobile companies not only quickly occupy the share of joint venture fuel vehicles, but also impact the stock orders and price systems of foreign brands, reflecting the advantages and price advantages of domestic brands.</p><p></body></html></p>","source":"cszg","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>Accelerate the reduction of BYD holdings! Buffett sells another 4.23 million shares, what is the impact? The new energy vehicle leader has set a new goal?</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\">\nAccelerate the reduction of BYD holdings! Buffett sells another 4.23 million shares, what is the impact? The new energy vehicle leader has set a new goal?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">券商中国</strong><span class=\"h-time small\">2023-02-10 09:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><img src=\"https://static.tigerbbs.com/5eba4a5fb6af9747e1005310c5e94d5b\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\"/><b>The reduction of holdings continues!</b></p><p>On February 9, Hong Kong Stock Exchange documents showed that Buffett's<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway sold 4.235 million shares on Feb. 3<a href=\"https://laohu8.com/S/002594\">BYD</a>The average price of H shares is HK $257.9 per share, and the shareholding ratio dropped to 11.87%. This is the third time since 2023 that the Hong Kong Stock Exchange has disclosed that Berkshire Hathaway has reduced its holdings of BYD H shares, and it is also the ninth disclosure since the company's first reduction in August 2022.</p><p><img src=\"https://static.tigerbbs.com/334a8f6caf57c60562aef8d4c625d606\" tg-width=\"660\" tg-height=\"118\" referrerpolicy=\"no-referrer\"/>Although the speed and intensity of Buffett's reduction of holdings are accelerating, overall BYD's stock price is not greatly affected by Buffett's reduction of holdings. And the average price of shareholding reduction disclosed this time is the highest price in the last seven disclosures. As of February 9, BYD's H shares closed at HK $249.4 per share, and A shares closed at 288.3 yuan per share. The company's total market value was 759.7 billion yuan.</p><p><b>Buffett reduced his holdings in BYD again, and his shareholding ratio dropped to 11.87%</b></p><p>On February 9, according to the disclosure documents of the Hong Kong Stock Exchange, Berkshire Hathaway sold 4.235 million BYD H shares on February 3, with an average price of HK $257.9 per share, and the shareholding ratio dropped to 11.87%.</p><p>This is the third time since 2023 that the Hong Kong Stock Exchange has disclosed that Berkshire Hathaway has reduced its holdings of BYD H shares, and it is also the ninth time since the company first reduced its holdings in August 2022. Previous disclosure information shows:</p><p>On August 24, 2022, it reduced its holdings of 1.331 million BYD H shares, with an average price of HK $277.1016 per share;</p><p>On September 1, 2022, it will reduce its holdings of 1.716 million BYD H shares at an average price of HK $262.7243 per share;</p><p>On November 1, 2022, it will reduce its holdings of 3.297 million BYD H shares, with an average price of HK $169.8657 per share;</p><p>On November 8, 2022, it reduced its holdings of 5.7825 million BYD H shares, with an average price of HK $196.9945 per share;</p><p>On November 17, 2022, it reduced its holdings of 3.2255 million BYD H shares, with an average price of HK $195.4212 per share;</p><p>On December 8, 2022, it will reduce its holdings of 1.3295 million BYD H shares, with an average price of HK $201.3432 per share;</p><p>On January 3, 2023, it reduced its holdings of 1.058 million BYD H shares, with an average price of HK $191.44 per share;</p><p>On January 27, 2023, it reduced its holdings of 1.55 million BYD H shares, with an average price of HK $226.32 per share.</p><p>It is reported that Berkshire Hathaway bought 225 million BYD H shares at a price of HK $8 per share in 2008, and held them for 14 years, until August 2022, when it began to reduce its holdings for the first time. At present, Berkshire Hathaway has reduced its holdings by about 95 million shares, and its position has been reduced by more than 40%.</p><p>It should be noted that, according to the disclosure regulations of the Hong Kong Stock Exchange, major shareholders only need to make disclosures if they increase or decrease their holdings across a certain integer percentage. From the perspective of the number of shares held, in addition to the disclosed information, Berkshire Hathaway has reduced its holdings many times.</p><p><b>BYD may hit sales target of 4 million</b></p><p>In the past 2022, China<a href=\"https://laohu8.com/S/600617\">National New Energy</a>The penetration rate of vehicles has further increased. According to data from the Passenger Car Association, the penetration rate of new energy vehicles in China has reached 25%. As the leader of new energy vehicles in China, BYD has also continued to develop rapidly in the past year. Its production and sales reached 1.877 million vehicles and 1.863 million vehicles respectively, a year-on-year increase of 209.2% and 208.6% respectively, becoming the global new energy vehicle sales champion in 2022.</p><p>A few days ago, it was reported that BYD has internally set a sales target of 4 million vehicles in 2023. In this regard, BYD did not respond clearly. According to the company, due to the impact of the epidemic, there are many uncertainties in the market, consumer demand and supply chain system, so BYD has a difficult judgment on the sales target in 2023. According to market conditions and changes, BYD will give full play to its own advantages and flexibly formulate various plans to meet the needs of consumers.</p><p>In addition to BYD, recently, a number of new energy car companies have successively disclosed new car sales targets for 2023, generally giving high growth expectations.</p><p>Recently,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Chairman and CEO He XPeng issued an internal letter to all employees of XPeng Motors, announcing XPeng Motors' new car planning, delivery targets and internal expectations for 2023. The goal for 2023 is to deliver 450,000 vehicles cumulatively, that is, nearly 200,000 vehicles will be delivered in 2023, with a target growth rate of 65.6%.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>The goal for 2023 is clearer, which is to exceed the sales of Lexus fuel vehicles. The data shows,<a href=\"https://laohu8.com/S/NIO.SI\">Nio</a>A total of 122,500 new cars will be delivered in 2022, a year-on-year increase of 34%, while Lexus's cumulative sales in China in 2022 will be 183,900. Based on this calculation, Nio's sales target for 2023 is about 200,000 vehicles, and the sales target growth rate is about 63.2%.</p><p>According to Zhang Yong, co-founder and CEO of Nezha Automobile, the target sales volume of Nezha Automobile in 2023 is 250,000 vehicles, and the company's target growth rate in 2023 is about 67%.</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a>In terms of this, although the specific sales target for 2023 has not been officially announced. However, according to people close to the company, the total sales target set by Li Auto in 2023 is in the range of 250,000 to 300,000 vehicles. Even based on 250,000 vehicles, Li Auto's target growth rate is as high as 88%.</p><p><b>What is the main line of investment in new energy vehicles?</b></p><p>Years later, the stock prices of new energy vehicle companies generally ushered in a wave of rises, and recently they began to fluctuate and adjust. Looking forward to the whole year of 2023, what are the investment ideas for new energy vehicles?</p><p>Xu Chengcheng, fund manager of Cathay CSI New Energy Vehicle ETF, said that from an investment perspective, automobiles have now been divided into two lines: traditional fuel vehicles and new energy vehicles. Continue to subdivide, and the main lines have become two, one is new energy, and the other is intelligence.</p><p>In terms of new energy, although the current penetration rate has reached about 30%, it is still a long way to go compared with the future goal (70%-80% of new energy on the transportation side). More importantly, the product strength of new energy vehicles is rapidly improving. With policy support, the prosperity may be maintained in the future. However, there is a high probability that the state of explosive growth and making money in all segments like in the past will not exist.</p><p>Automobile intelligence depends entirely on technological breakthroughs and research and development of parts companies. Intelligence is also an important direction to increase the value of automobiles, including but not limited to lightweight, thermal management, glass, smart cockpit, and autonomous driving-related parts and other fields are expected to show rapid growth.</p><p>In the short term, some OEMs may be affected<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The suppression of price cuts is relatively passive in strategy. However, with the decline of the overall price center of new energy vehicles or traditional vehicles, domestic companies have further improved their product capabilities and increased their market share through automobile autonomous driving and high-value automobile parts. This is also the reason why we are relatively optimistic about the auto parts industry this year.</p><p>Li Bo, manager of Xinao New Energy Select Hybrid Fund, said that he continues to be optimistic about domestic leading new energy vehicle companies and the recovery in the valuation of lithium mines brought about by the annual sales of new energy vehicles exceeding expectations. He said that the auto industry has been paying much attention to the price issue this year. After the prices of some Tesla models have dropped again and again, some of XPeng's main models have also seen price cuts. On the other hand, traditional car companies have seen some of their fuel models There has been a certain price increase. The market is worried that cars such as Tesla XPeng may affect the overall performance revenue and gross profit margin due to price cuts, but we must also see the demand stimulating effect brought about by price cuts. New energy vehicles have become the focus of consumers when buying cars. As the scale effect becomes prominent, the depreciation and amortization cost of car companies may decrease significantly, and the expense ratio will improve. In the end, the profit margin of car companies is expected to be relatively stable.</p><p>At the same time, under the overall economic recovery, the promotion of domestic consumption is clear. As a mass consumer product, the industry prosperity of new energy vehicles is expected to become clearer. Looking at the entire automobile industry, domestic automobile companies not only quickly occupy the share of joint venture fuel vehicles, but also impact the stock orders and price systems of foreign brands, reflecting the advantages and price advantages of domestic brands.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/Z57BJ-ODO7jMQ_tWFCEZKw\">券商中国</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5eba4a5fb6af9747e1005310c5e94d5b","relate_stocks":{"SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK1149":"通信设备","BK1607":"新IT概念","BK1515":"抗疫概念","BK1582":"深圳本地概念股","SG9999006514.SGD":"United Asia Consumer Fund SGD","BK1594":"碳中和概念股","SG9999015978.USD":"利安颠覆性创新基金A","BK1539":"汽车股","BK1522":"燃料电池","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK1580":"烟草概念","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK1589":"北水核心资产","BK1504":"苹果概念","BK1119":"汽车制造商","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","01211":"比亚迪股份","BK1540":"电池","00285":"比亚迪电子","BK1509":"特斯拉概念股","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC"},"source_url":"https://mp.weixin.qq.com/s/Z57BJ-ODO7jMQ_tWFCEZKw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2310641661","content_text":"减持还在继续！2月9日，港交所文件显示，巴菲特旗下伯克希尔哈撒韦公司于2月3日出售了423.5万股比亚迪H股股票，平均价格257.9港元/股，持股比例降至11.87%。这是2023年以来，港交所第3次披露伯克希尔哈撒韦减持比亚迪H股，也是2022年8月该公司首次减持以来的第9次披露。尽管巴菲特减持速度和力度都有加快之势，但整体来看比亚迪股价受巴菲特减持影响并不大。且这一次披露的减持均价，是近7次披露中的最高价格。截至2月9日，比亚迪H股报收249.4港元/股，A股报收288.3元/股，公司总市值7597亿元。巴菲特再度减持比亚迪，持股比例降至11.87%2月9日，根据港交所披露文件，伯克希尔哈撒韦于2月3日出售了423.5万股比亚迪H股股票，平均价格257.9港元/股，持股比例降至11.87%。这是2023年以来，港交所第3次披露伯克希尔哈撒韦减持比亚迪H股，也是2022年8月该公司首次减持以来的第9次披露。此前的披露信息显示：2022年8月24日，减持133.1万股比亚迪H股，均价277.1016港元/股；2022年9月1日，减持171.6万股比亚迪H股，均价262.7243港元/股；2022年11月1日，减持329.7万股比亚迪H股，均价169.8657港元/股；2022年11月8日，减持578.25万股比亚迪H股，均价196.9945港元/股；2022年11月17日，减持322.55万股比亚迪H股，均价195.4212港元/股；2022年12月8日，减持132.95万股比亚迪H股，均价201.3432港元/股；2023年1月3日，减持105.8万股比亚迪H股，均价191.44港元/股；2023年1月27日，减持155万股比亚迪H股，均价226.32港元/股。据悉，伯克希尔哈撒韦在2008年以8港元/股的价格买入了2.25亿股比亚迪H股，持有时间长达14年，直至2022年8月首次开始减持。目前伯克希尔哈撒韦已累计减持约9500万股，持仓已经降低超过四成。需要注意的是，根据港交所披露易规定，大股东增减持股票只有横跨某个整数百分比时，才需要作出披露。而从持股数量来看，除已披露的信息之外，伯克希尔哈撒韦还有过多次减持行为。比亚迪或将冲击400万销量目标在刚刚过去的2022年，中国新能源车渗透率进一步提升，根据乘联会数据，中国新能源车渗透率已达25%。作为中国新能源汽车龙头，比亚迪也在过去一年继续高速发展，其产销量分别达到187.7万辆和186.3万辆，同比分别增长209.2%和208.6%，成为2022年度全球新能源车销量冠军。日前有消息称，比亚迪内部将2023年销量目标定到400万辆。对此，比亚迪并未明确回应。公司称，受疫情影响，市场、消费需求及供应链体系等存在很多不确定性，因此比亚迪对2023年销售目标不好判断。比亚迪会根据市场的情况及变化，充分发挥企业自身优势，灵活制定各项计划，以满足广大消费者的需求。除比亚迪外，近期，多家新能源车企相继披露了2023年新车销量目标，普遍给予高增长预期。日前，小鹏汽车董事长、CEO何小鹏向小鹏汽车全员发布了一封内部信，公布了小鹏汽车2023年的新车规划、交付目标和内部期望。2023年的目标是累计交付45万辆车，即2023年交付近20万辆车，目标增长率达到65.6%。蔚来2023年的目标更为明确，就是超过雷克萨斯燃油车销量。数据显示，蔚来2022年累计交付新车12.25万辆，同比增长34%，而雷克萨斯2022年在华累计销量18.39万辆。由此推算，蔚来对于2023年的销量目标在20万辆左右，销量目标增幅约为63.2%。哪咤汽车联合创始人、CEO张勇提出的2023年哪咤汽车目标销量25万辆计算，2023年公司目标增长率约为67%。理想汽车方面，尽管并未正式公布2023年的具体销量目标。但据接近公司方面人士透露，2023年理想汽车设定的总销量目标在25万辆至30万辆区间。即便按照25万辆计算，理想汽车目标增长率也高达88%。新能源汽车投资主线是什么？年后，新能源车企股价普遍迎来一波上涨，近期又开始震荡调整。展望2023年全年，新能源汽车的投资思路是怎样的？国泰中证新能源汽车ETF基金经理徐成城表示，从投资的角度来看，汽车现在已经分为了传统燃油车和新能源汽车这两条线。再继续往下细分，主线也变成了两条，一个是新能源化，另一个就是智能化。新能源化方面，尽管现在渗透率已经达到30%左右，但是相比于未来的目标（在交通出行侧新能源化达到70%-80%）还有很远的距离。更重要的是新能源汽车的产品力在快速提升，在政策扶持之下，后续可能还会维持景气。但是像过去那样爆发式增长、所有细分领域都赚钱的状态大概率不会有了。汽车智能化完全依赖于技术的突破以及零部件企业的研发。智能化也是提升汽车价值量的重要方向，包括但不限于轻量化、热管理、玻璃、智慧座舱以及自动驾驶相关的零部件等领域都有望呈现出快速增长的状态。短期而言，一些整车厂可能会受到特斯拉降价的打压，策略上显得比较被动。但是随着整体新能源汽车或者传统汽车价格中枢的下降，使得国内企业进一步去提升产品力，通过汽车自动驾驶和汽车高价值零部件来提升市占率。这也是今年我们相对比较看好汽车零部件行业的原因。信澳新能源精选混合基金经理李博表示，继续看好国内头部新能源整车企业，以及全年新能源车销量超预期带来的锂矿的估值回升。他表示，今年汽车行业对于价格问题一直备受关注的问题，特斯拉部分车型的价格一降再降之后，小鹏汽车部分主力车型也出现降价，反观到传统车企，其部分燃油车型出现了一定涨价。市场上担忧特斯拉小鹏等汽车可能会因为降价影响整体业绩收入和毛利率，但我们也要看到在降价下带来的需求刺激作用，新能源车已经成为消费者在购车时着重考虑的方向，随着规模效应凸显，车企的单车折旧摊销成本下降可能会比较明显，并且费用率得到改善，最终车企利润率有望相对稳定。同时在整体经济复苏下，内需消费的推动是明确的，新能源车作为大众消费品，其行业景气度有望越发明朗。再看整个汽车行业，国内车企不但快速占据合资燃油车份额，而且还冲击外资品牌存量订单和价格体系，体现了国产品牌优势和价格优势。","news_type":1,"symbols_score_info":{"01211":1,"00285":1}},"isVote":1,"tweetType":1,"viewCount":1920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":622209333,"gmtCreate":1675584875324,"gmtModify":1676539008547,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539229655408025","authorIdStr":"3539229655408025"},"themes":[],"htmlText":"Villa is still there，but owner has been otherplace of the world。","listText":"Villa is still there，but owner has been otherplace of the world。","text":"Villa is still there，but owner has been otherplace of the world。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/622209333","repostId":"2309716873","repostType":4,"repost":{"id":"2309716873","kind":"highlight","pubTimestamp":1675571805,"share":"https://ttm.financial/m/news/2309716873?lang=en_US&edition=fundamental","pubTime":"2023-02-05 12:36","market":"hk","language":"zh","title":"Rich people dump mansions like crazy","url":"https://stock-news.laohu8.com/highlight/detail?id=2309716873","media":"华尔街见闻","summary":"与2021年相比，全国高单价的二手豪宅成交量几乎腰斩，10万/平方米以上的二手豪宅成交量下跌55%，15万/平方米以上的下跌了52%。","content":"<p><html><head></head><body><b>Compared with 2021, the transaction volume of second-hand luxury homes with high unit prices nationwide has almost halved, the transaction volume of second-hand luxury homes above 100,000/square meter has fallen by 55%, and the transaction volume of second-hand luxury homes above 150,000/square meter has fallen by 52%.</b>Tian Peng always remembers the scene when he first opened the bill three years ago:</p><p>A customer saw it twice, and it took four days to decide to buy a luxury house with a transaction price of 60 million yuan.</p><p>\"At that time, it felt even more enjoyable to me than buying a bicycle\".</p><p>In the past few years, the number of wealthy people all over the world has been increasing, which has contributed to the hot luxury housing market to some extent.</p><p>In 2021, ultra-high net worth individuals with global net worth of more than US $30 million increased by 9.3% in one year, with an increase of 52,000.</p><p>The same is true at home. According to Barron's Weekly, in the first half of 2022, the number of ultra-high net worth people in China increased by 2.3%, reaching a total of more than 50,000.</p><p>But recently, there was a surprising news.</p><p>On the last day of 2022, E-House CEO Ding Zuyu said at a press conference that last year, the transaction volume of top luxury homes across the country with more than 50 million fell by 40% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/842b64ff8bd0a6b2c9639f69b1f42cf3\" tg-width=\"1024\" tg-height=\"647\" referrerpolicy=\"no-referrer\"/></p><p>Some people say that rich people are fleeing mansions.</p><p>Is that the truth?</p><p><b>The mansion myth is broken</b></p><p>The popularity of luxury houses is the impression left on people in the past three years. Especially in the first half of last year, the property market across the country, including first-tier cities, completely stalled, but luxury houses went out of an independent market.</p><p>For example, in Guangzhou, the luxury houses in Zhujiang New Town have single-handedly raised the second-hand housing prices in Tianhe District; In Beijing and Shenzhen, the scene of luxury houses being sold out at the opening is still going on.</p><p>It is not only the ultimate enjoyment of living, but also the scarcity of location, area and quality, luxury houses are one of the most valuable assets in the world. Buying luxury homes has always been the first choice for the rich in the world when allocating assets.</p><p>Compared with ordinary houses, the market of luxury houses is niche and more resilient.</p><p>There is a saying circulating on the Internet: when the property market recovers, luxury houses go first, the property market falls, and luxury houses fall again at the last minute.</p><p>Globally, the impact of the pandemic over the past few years has hardly affected luxury homes. Two years ago,<a href=\"https://laohu8.com/S/00142\">First Pacific</a>A report by Davis Research shows that after a brief decline in the first half of 2020, the global luxury home capital value index resumed its growth momentum in the second half of 2020, growing 0.5% for the whole year.</p><p>The report also predicts that luxury home prices in Beijing, Shanghai, Guangzhou and Shenzhen, China, will continue to grow in 2021.</p><p>Indeed, as predicted, in 2021, the domestic luxury housing market will be extremely active, with prices and transaction volumes rising all the way, and the transaction volume of luxury houses in many first-tier cities will hit a new high in five years.</p><p><img src=\"https://static.tigerbbs.com/78484a3d33a64167701b6cc2b1065d18\" tg-width=\"1024\" tg-height=\"534\" referrerpolicy=\"no-referrer\"/></p><p>Now, however, the myth of luxury growth seems to be shattered.</p><p>According to the data disclosed by Ding Zuyu, throughout 2022, the transaction volume of new houses and luxury homes with more than 10 million and more than 30 million in the core ten cities across the country will still maintain a growth trend, rising by 10% and 5% respectively. However, the first-hand volume of top-notch luxury homes has fallen sharply-only 383 of more than 50 million top-notch new homes in the country were sold, down 40% year-on-year.</p><p>From the perspective of unit price, in 2022, the transaction volume of new luxury houses with a unit price of more than 150,000/square meter nationwide will also drop by 19%, with 422 transactions.</p><p>The situation of second-hand luxury housing market is even less optimistic.</p><p>The transaction volume of second-hand luxury homes in all price ranges has declined, of which those with more than 10 million fell by 42% year-on-year, those with more than 30 million fell by 28%, and those with more than 50 million fell by 18%.</p><p>Compared with 2021, the transaction volume of second-hand luxury homes with high unit prices nationwide has almost halved, the transaction volume of second-hand luxury homes above 100,000/square meter has fallen by 55%, and the transaction volume of second-hand luxury homes above 150,000/square meter has fallen by 52%.</p><p><img src=\"https://static.tigerbbs.com/9b4d431181d2bdde9bce1e0572b8fe33\" tg-width=\"1024\" tg-height=\"829\" referrerpolicy=\"no-referrer\"/></p><p>Tian Peng, who is currently a researcher in a luxury housing brokerage agency, told Salt Finance reporter that the transaction volume of new luxury houses is higher than that of second-hand houses because \"new houses\" are attractive, and the price of first-and second-hand luxury houses is inverted.</p><p>Take Beijing as an example. Most luxury houses are located in price-limited plots, and some luxury houses belong to shared property houses. The government occupies 10% of the property rights, and buyers only need to bear 90% of the price-limited, which is \"equivalent to another 10% discount\".</p><p>Although it is common for luxury residential agents not to open for half a year, luxury residential managers have already felt the cold air of the market.</p><p>According to media reports, due to the decline in transaction volume, the store manager of the luxury residential sector in a first-tier city encountered the \"worst year\" since entering the industry in 2016.</p><p><b>Celebrity Sell-Off Isn't That Bad</b></p><p>In the past year, the news of celebrities selling luxury homes has increased significantly.</p><p>In July 2022, Zhang Yimou was rumored to have sold a villa in Wuxi, listed for 35 million, and finally sold for 61 million.</p><p>Two months later, Wong Cho Lam sold his mansion in Hong Kong for HK $45.8 million (about 41.1 million RMB).</p><p>Football player Gao Lin also sold his Jiangjing Daping Floor in Guangzhou Qiaoxin Huiyuetai, with a listing price of 145 million. The commission of this real estate transaction is as high as millions, attracting countless intermediaries to queue up at the gate of the community.</p><p><img src=\"https://static.tigerbbs.com/5cba89bfdd0411ecebbd8ba313f320bd\" tg-width=\"1024\" tg-height=\"530\" referrerpolicy=\"no-referrer\"/>Immediately afterwards, ordinary rich people also acted more. According to media reports, in the second half of last year, Shanghai was located<a href=\"https://laohu8.com/S/600663\">Lujiazui</a>The number of listings of Shimao Riverside Garden, a luxury residential area, has surged.</p><p>Spring River Plumbing Duck Prophet, rich people selling luxury homes, is regarded as some kind of negative signal in the real estate market.</p><p>However, are the rich in a hurry to sell their properties?</p><p>The answer is: not necessarily.</p><p>Liang Hualong, a luxury residential agency in Beijing, told Salt Finance: \"In November and December last year, the number of listings increased significantly. But at the same time, after the epidemic was released, the amount of de-sales also increased. Therefore, the current inventory backlog is not significant.\"</p><p>Judging from the whole year of last year, the number of new listings of luxury houses in Beijing did not rise but fell. A reporter from Salt Finance saw in a luxury housing market research report that in 2022, the number of new second-hand luxury houses in Beijing will drop by 13.1% year-on-year.</p><p>The decline in new houses is precisely related to the correction of the second-hand luxury housing market. Due to the decrease of passenger flow and attention of second-hand luxury homes, owners who have no need for cash in the short term will postpone the sale of their homes</p><p>\"Now, the national market is divided. Whether the house works or not depends on whether the city works or not. When looking at the city, a big city like Beijing still needs to look carefully at whether each plate works or not,\" Tian Peng said. \"Simply saying that all houses can't work is purely eye-catching.\"</p><p>Despite the decline in transaction volume, most luxury residential brokers will say that the luxury residential market in first-tier cities is not that bad.</p><p>The reason is that the prices of second-hand luxury homes in these cities are still firm.</p><p>For example, in 2022, Beijing will sell 3,469 luxury homes with a total price of more than 15 million, a year-on-year decrease of 26.65%, but the average transaction price of 95,900 per square meter will still increase by 3.51%; A total of 1,391 second-hand luxury houses were sold in Shanghai, a year-on-year decrease of 41.33%, but the average transaction price increased by 7.08% year-on-year to 115,000 per square meter.</p><p>There are many specific reasons for the decline in luxury housing transactions last year.</p><p>Many people believe that the current luxury housing market is a rational return after the wild growth in 2020 and 2021. For example, the transaction volume of second-hand luxury homes in Beijing last year was actually slightly higher than that in 2018 and 2019, but compared with the peak in 2021, the year-on-year decline was particularly prominent.</p><p>Another factor is that the supply of new luxury homes in some cities will increase significantly in 2022. For example, Beijing increased by 31.87%, Shanghai increased by 10.25%, and the choice of new luxury houses increased, resulting in a decline in the transaction volume of second-hand luxury houses.</p><p>And real luxury houses may never lack popularity.</p><p>On January 17, 2023, a villa located on Huamu Road, Pudong New District, Shanghai, goes up for judicial auction online. The starting price was about 53.7 million, and a total of 210,000 people signed up. After two and a half hours of fierce bidding, it was finally sold for 118 million.</p><p>Liu Yi, who has been engaged in luxury house transactions in Shanghai for 10 years, told Salt Finance and Economics that it is indeed not much for the transaction price to reach twice the starting price. 1.5 times and 1.8 times are common situations. \"Basically, the auction price is a little higher than the market price, especially in the past two years\".</p><p><b>Who is \"spending a lot of money\"</b></p><p>Mansions can witness many stories, such as where money will go in this era.</p><p>In 2016, Gao Lin bought the flat floor of Guangzhou Qiaoxin Huiyuetai for 40 million yuan. Six years later, when the home was sold, the listing price was 145 million. It is said that Hong Kong singers Lin Zixiang and Ye Qianwen took over for 129 million yuan, and Gao Lin made a net profit of nearly 90 million yuan.</p><p>Tian Peng has had an obvious feeling since he joined the industry, that is, there are more and more young customers born in the 1990s. He told Salt Finance and Economics that one of them started their own businesses and became high-net-worth individuals, and the other was that their parents helped to buy them.</p><p>However, in an article by Ding Zuyu, he pointed out that a major change in the luxury housing market in 2022 is the increase in \"older customers\".</p><p>Last year, more than 90% of luxury home buyers were over 45 years old, and 30 + upstarts began to hide in the luxury home market.</p><p>Li Yujia, a well-known real estate researcher, told Salt Finance that the reason why the domestic luxury housing market has been fierce in the past few years is that the listing of \"specialized, special and new\" companies in the real estate, finance, Internet, and new energy industries on the small and medium-sized board and the GEM has contributed a group of luxury home buyers.</p><p>Now these industries are beginning to fall from their highs, causing the demand for luxury homes to collapse rapidly.</p><p>Coincidentally, the luxury housing market in New York also entered a dull period in the second half of last year. In 2022, 64% of luxury housing transactions in New York occurred in the first half of the year. Faced with the deteriorating stock market and declining income, most bankers, traders and financial services professionals decided to wait and see for the time being.</p><p>In some cities with limited purchasing power, in the face of a steady supply of new houses and luxury houses, there is a situation that \"rich people don't have enough\".</p><p>In June last year, Haiyue, the top luxury house in Nanjing, was pushed, and 116 suites were sold out on the same day; By the end of December, when all things in Haiyue were pushed again, there was no \"sunlight\" scene, and it took more than half a month for 46 suites to be sold.</p><p>Liang Hualong said that most of his clients are more concerned about their feelings when buying a house, especially a house worth more than 50 million yuan. When buying, the rich mainly look at one point: whether they like it or not.</p><p>However, luxury homes are still a money game for the super-rich. In addition to pure living, buying and selling luxury homes also plays an important role in optimizing asset allocation.</p><p>The ease of \"spending a lot of money\" may just be an appearance. Tian Peng said that after the first transaction, he discovered that the customer had been looking at the house for more than a year, and basically all the products at the same price had been seen.</p><p>Usually, mansions are so far away from ordinary people that accidentally peeking into a corner of them can cause shocks.</p><p>At the beginning of this year, a short video of a middle school student driving a basket at home stirred up an Internet storm, just because it was located in \"Wanliu Academy\", a famous luxury residential area in Beijing.</p><p><img src=\"https://static.tigerbbs.com/7b0c21f638c1fe68b0640c2198037e58\" tg-width=\"1024\" tg-height=\"684\" referrerpolicy=\"no-referrer\"/></p><p>The mansion shows differences everywhere to proclaim an order of rich and poor:</p><p>Every brick on the five-meter outer wall of Wanliu Academy came all the way from Holland; The water quality, sound and air inside the wall have reached the level of Swiss convalescence; The trash cans in the community are all made of pure copper. Most of the time, this mansion world is tightly closed.</p><p>According to several luxury agents, most of the wealthy people they come into contact with are humble but private. People outside the gate of the mansion can only find some clues through their actions of buying and selling real estate.</p><p>However, when a reporter from Salt Finance and Economics asked a luxury residential agent online to talk about the luxury residential market she saw, she was busy and sent a voice message saying that she was only selling houses and did not understand the market.</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>Rich people dump mansions like crazy</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\">\nRich people dump mansions like crazy\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-02-05 12:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Compared with 2021, the transaction volume of second-hand luxury homes with high unit prices nationwide has almost halved, the transaction volume of second-hand luxury homes above 100,000/square meter has fallen by 55%, and the transaction volume of second-hand luxury homes above 150,000/square meter has fallen by 52%.</b>Tian Peng always remembers the scene when he first opened the bill three years ago:</p><p>A customer saw it twice, and it took four days to decide to buy a luxury house with a transaction price of 60 million yuan.</p><p>\"At that time, it felt even more enjoyable to me than buying a bicycle\".</p><p>In the past few years, the number of wealthy people all over the world has been increasing, which has contributed to the hot luxury housing market to some extent.</p><p>In 2021, ultra-high net worth individuals with global net worth of more than US $30 million increased by 9.3% in one year, with an increase of 52,000.</p><p>The same is true at home. According to Barron's Weekly, in the first half of 2022, the number of ultra-high net worth people in China increased by 2.3%, reaching a total of more than 50,000.</p><p>But recently, there was a surprising news.</p><p>On the last day of 2022, E-House CEO Ding Zuyu said at a press conference that last year, the transaction volume of top luxury homes across the country with more than 50 million fell by 40% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/842b64ff8bd0a6b2c9639f69b1f42cf3\" tg-width=\"1024\" tg-height=\"647\" referrerpolicy=\"no-referrer\"/></p><p>Some people say that rich people are fleeing mansions.</p><p>Is that the truth?</p><p><b>The mansion myth is broken</b></p><p>The popularity of luxury houses is the impression left on people in the past three years. Especially in the first half of last year, the property market across the country, including first-tier cities, completely stalled, but luxury houses went out of an independent market.</p><p>For example, in Guangzhou, the luxury houses in Zhujiang New Town have single-handedly raised the second-hand housing prices in Tianhe District; In Beijing and Shenzhen, the scene of luxury houses being sold out at the opening is still going on.</p><p>It is not only the ultimate enjoyment of living, but also the scarcity of location, area and quality, luxury houses are one of the most valuable assets in the world. Buying luxury homes has always been the first choice for the rich in the world when allocating assets.</p><p>Compared with ordinary houses, the market of luxury houses is niche and more resilient.</p><p>There is a saying circulating on the Internet: when the property market recovers, luxury houses go first, the property market falls, and luxury houses fall again at the last minute.</p><p>Globally, the impact of the pandemic over the past few years has hardly affected luxury homes. Two years ago,<a href=\"https://laohu8.com/S/00142\">First Pacific</a>A report by Davis Research shows that after a brief decline in the first half of 2020, the global luxury home capital value index resumed its growth momentum in the second half of 2020, growing 0.5% for the whole year.</p><p>The report also predicts that luxury home prices in Beijing, Shanghai, Guangzhou and Shenzhen, China, will continue to grow in 2021.</p><p>Indeed, as predicted, in 2021, the domestic luxury housing market will be extremely active, with prices and transaction volumes rising all the way, and the transaction volume of luxury houses in many first-tier cities will hit a new high in five years.</p><p><img src=\"https://static.tigerbbs.com/78484a3d33a64167701b6cc2b1065d18\" tg-width=\"1024\" tg-height=\"534\" referrerpolicy=\"no-referrer\"/></p><p>Now, however, the myth of luxury growth seems to be shattered.</p><p>According to the data disclosed by Ding Zuyu, throughout 2022, the transaction volume of new houses and luxury homes with more than 10 million and more than 30 million in the core ten cities across the country will still maintain a growth trend, rising by 10% and 5% respectively. However, the first-hand volume of top-notch luxury homes has fallen sharply-only 383 of more than 50 million top-notch new homes in the country were sold, down 40% year-on-year.</p><p>From the perspective of unit price, in 2022, the transaction volume of new luxury houses with a unit price of more than 150,000/square meter nationwide will also drop by 19%, with 422 transactions.</p><p>The situation of second-hand luxury housing market is even less optimistic.</p><p>The transaction volume of second-hand luxury homes in all price ranges has declined, of which those with more than 10 million fell by 42% year-on-year, those with more than 30 million fell by 28%, and those with more than 50 million fell by 18%.</p><p>Compared with 2021, the transaction volume of second-hand luxury homes with high unit prices nationwide has almost halved, the transaction volume of second-hand luxury homes above 100,000/square meter has fallen by 55%, and the transaction volume of second-hand luxury homes above 150,000/square meter has fallen by 52%.</p><p><img src=\"https://static.tigerbbs.com/9b4d431181d2bdde9bce1e0572b8fe33\" tg-width=\"1024\" tg-height=\"829\" referrerpolicy=\"no-referrer\"/></p><p>Tian Peng, who is currently a researcher in a luxury housing brokerage agency, told Salt Finance reporter that the transaction volume of new luxury houses is higher than that of second-hand houses because \"new houses\" are attractive, and the price of first-and second-hand luxury houses is inverted.</p><p>Take Beijing as an example. Most luxury houses are located in price-limited plots, and some luxury houses belong to shared property houses. The government occupies 10% of the property rights, and buyers only need to bear 90% of the price-limited, which is \"equivalent to another 10% discount\".</p><p>Although it is common for luxury residential agents not to open for half a year, luxury residential managers have already felt the cold air of the market.</p><p>According to media reports, due to the decline in transaction volume, the store manager of the luxury residential sector in a first-tier city encountered the \"worst year\" since entering the industry in 2016.</p><p><b>Celebrity Sell-Off Isn't That Bad</b></p><p>In the past year, the news of celebrities selling luxury homes has increased significantly.</p><p>In July 2022, Zhang Yimou was rumored to have sold a villa in Wuxi, listed for 35 million, and finally sold for 61 million.</p><p>Two months later, Wong Cho Lam sold his mansion in Hong Kong for HK $45.8 million (about 41.1 million RMB).</p><p>Football player Gao Lin also sold his Jiangjing Daping Floor in Guangzhou Qiaoxin Huiyuetai, with a listing price of 145 million. The commission of this real estate transaction is as high as millions, attracting countless intermediaries to queue up at the gate of the community.</p><p><img src=\"https://static.tigerbbs.com/5cba89bfdd0411ecebbd8ba313f320bd\" tg-width=\"1024\" tg-height=\"530\" referrerpolicy=\"no-referrer\"/>Immediately afterwards, ordinary rich people also acted more. According to media reports, in the second half of last year, Shanghai was located<a href=\"https://laohu8.com/S/600663\">Lujiazui</a>The number of listings of Shimao Riverside Garden, a luxury residential area, has surged.</p><p>Spring River Plumbing Duck Prophet, rich people selling luxury homes, is regarded as some kind of negative signal in the real estate market.</p><p>However, are the rich in a hurry to sell their properties?</p><p>The answer is: not necessarily.</p><p>Liang Hualong, a luxury residential agency in Beijing, told Salt Finance: \"In November and December last year, the number of listings increased significantly. But at the same time, after the epidemic was released, the amount of de-sales also increased. Therefore, the current inventory backlog is not significant.\"</p><p>Judging from the whole year of last year, the number of new listings of luxury houses in Beijing did not rise but fell. A reporter from Salt Finance saw in a luxury housing market research report that in 2022, the number of new second-hand luxury houses in Beijing will drop by 13.1% year-on-year.</p><p>The decline in new houses is precisely related to the correction of the second-hand luxury housing market. Due to the decrease of passenger flow and attention of second-hand luxury homes, owners who have no need for cash in the short term will postpone the sale of their homes</p><p>\"Now, the national market is divided. Whether the house works or not depends on whether the city works or not. When looking at the city, a big city like Beijing still needs to look carefully at whether each plate works or not,\" Tian Peng said. \"Simply saying that all houses can't work is purely eye-catching.\"</p><p>Despite the decline in transaction volume, most luxury residential brokers will say that the luxury residential market in first-tier cities is not that bad.</p><p>The reason is that the prices of second-hand luxury homes in these cities are still firm.</p><p>For example, in 2022, Beijing will sell 3,469 luxury homes with a total price of more than 15 million, a year-on-year decrease of 26.65%, but the average transaction price of 95,900 per square meter will still increase by 3.51%; A total of 1,391 second-hand luxury houses were sold in Shanghai, a year-on-year decrease of 41.33%, but the average transaction price increased by 7.08% year-on-year to 115,000 per square meter.</p><p>There are many specific reasons for the decline in luxury housing transactions last year.</p><p>Many people believe that the current luxury housing market is a rational return after the wild growth in 2020 and 2021. For example, the transaction volume of second-hand luxury homes in Beijing last year was actually slightly higher than that in 2018 and 2019, but compared with the peak in 2021, the year-on-year decline was particularly prominent.</p><p>Another factor is that the supply of new luxury homes in some cities will increase significantly in 2022. For example, Beijing increased by 31.87%, Shanghai increased by 10.25%, and the choice of new luxury houses increased, resulting in a decline in the transaction volume of second-hand luxury houses.</p><p>And real luxury houses may never lack popularity.</p><p>On January 17, 2023, a villa located on Huamu Road, Pudong New District, Shanghai, goes up for judicial auction online. The starting price was about 53.7 million, and a total of 210,000 people signed up. After two and a half hours of fierce bidding, it was finally sold for 118 million.</p><p>Liu Yi, who has been engaged in luxury house transactions in Shanghai for 10 years, told Salt Finance and Economics that it is indeed not much for the transaction price to reach twice the starting price. 1.5 times and 1.8 times are common situations. \"Basically, the auction price is a little higher than the market price, especially in the past two years\".</p><p><b>Who is \"spending a lot of money\"</b></p><p>Mansions can witness many stories, such as where money will go in this era.</p><p>In 2016, Gao Lin bought the flat floor of Guangzhou Qiaoxin Huiyuetai for 40 million yuan. Six years later, when the home was sold, the listing price was 145 million. It is said that Hong Kong singers Lin Zixiang and Ye Qianwen took over for 129 million yuan, and Gao Lin made a net profit of nearly 90 million yuan.</p><p>Tian Peng has had an obvious feeling since he joined the industry, that is, there are more and more young customers born in the 1990s. He told Salt Finance and Economics that one of them started their own businesses and became high-net-worth individuals, and the other was that their parents helped to buy them.</p><p>However, in an article by Ding Zuyu, he pointed out that a major change in the luxury housing market in 2022 is the increase in \"older customers\".</p><p>Last year, more than 90% of luxury home buyers were over 45 years old, and 30 + upstarts began to hide in the luxury home market.</p><p>Li Yujia, a well-known real estate researcher, told Salt Finance that the reason why the domestic luxury housing market has been fierce in the past few years is that the listing of \"specialized, special and new\" companies in the real estate, finance, Internet, and new energy industries on the small and medium-sized board and the GEM has contributed a group of luxury home buyers.</p><p>Now these industries are beginning to fall from their highs, causing the demand for luxury homes to collapse rapidly.</p><p>Coincidentally, the luxury housing market in New York also entered a dull period in the second half of last year. In 2022, 64% of luxury housing transactions in New York occurred in the first half of the year. Faced with the deteriorating stock market and declining income, most bankers, traders and financial services professionals decided to wait and see for the time being.</p><p>In some cities with limited purchasing power, in the face of a steady supply of new houses and luxury houses, there is a situation that \"rich people don't have enough\".</p><p>In June last year, Haiyue, the top luxury house in Nanjing, was pushed, and 116 suites were sold out on the same day; By the end of December, when all things in Haiyue were pushed again, there was no \"sunlight\" scene, and it took more than half a month for 46 suites to be sold.</p><p>Liang Hualong said that most of his clients are more concerned about their feelings when buying a house, especially a house worth more than 50 million yuan. When buying, the rich mainly look at one point: whether they like it or not.</p><p>However, luxury homes are still a money game for the super-rich. In addition to pure living, buying and selling luxury homes also plays an important role in optimizing asset allocation.</p><p>The ease of \"spending a lot of money\" may just be an appearance. Tian Peng said that after the first transaction, he discovered that the customer had been looking at the house for more than a year, and basically all the products at the same price had been seen.</p><p>Usually, mansions are so far away from ordinary people that accidentally peeking into a corner of them can cause shocks.</p><p>At the beginning of this year, a short video of a middle school student driving a basket at home stirred up an Internet storm, just because it was located in \"Wanliu Academy\", a famous luxury residential area in Beijing.</p><p><img src=\"https://static.tigerbbs.com/7b0c21f638c1fe68b0640c2198037e58\" tg-width=\"1024\" tg-height=\"684\" referrerpolicy=\"no-referrer\"/></p><p>The mansion shows differences everywhere to proclaim an order of rich and poor:</p><p>Every brick on the five-meter outer wall of Wanliu Academy came all the way from Holland; The water quality, sound and air inside the wall have reached the level of Swiss convalescence; The trash cans in the community are all made of pure copper. Most of the time, this mansion world is tightly closed.</p><p>According to several luxury agents, most of the wealthy people they come into contact with are humble but private. People outside the gate of the mansion can only find some clues through their actions of buying and selling real estate.</p><p>However, when a reporter from Salt Finance and Economics asked a luxury residential agent online to talk about the luxury residential market she saw, she was busy and sent a voice message saying that she was only selling houses and did not understand the market.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3681186\">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/f7fc6b52d206489dfbdcdb44ab212ea5","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3681186","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2309716873","content_text":"与2021年相比，全国高单价的二手豪宅成交量几乎腰斩，10万/平方米以上的二手豪宅成交量下跌55%，15万/平方米以上的下跌了52%。田鹏始终记得，三年前自己第一次开单时的场景：一位客户看了两次，用了四天时间，就决定买下一套豪宅，成交价6000万元。“当时给我感觉，比我买辆自行车，都还要痛快”。过去几年，全世界的有钱人正在不断增多，一定程度上助长了豪宅市场的火热。2021年，全球净资产在3000万美元以上的超高净值人群在一年内增长了9.3%，增长人数为5.2万人。国内的情况同样如此。根据《巴伦周刊》，2022年上半年，中国超高净值人数增长了2.3%，达到共5万多人。但最近却有一则消息令人意外。2022年的最后一天，易居CEO丁祖昱在一次发布会上表示，去年，全国5000万以上的顶级豪宅成交量同比下跌了40%。对此有人说，有钱人正在逃离豪宅。事实是这样吗？豪宅神话已破豪宅火爆，是过去三年给人们留下的印象。尤其在去年上半年，全国包括一线城市在内的楼市全面熄火，豪宅却走出了一条独立行情。比如，在广州，珠江新城的豪宅以一己之力带高了天河区二手房房价；在北京、深圳，豪宅盘开盘即售罄的场景仍在上演。不光是居住的极致享受，凭借地段、面积、品质的稀缺性，豪宅是世上最保值的资产之一。购买豪宅，也始终是全球富人资产配置时的首选。相比普通住宅，豪宅的市场小众、也更具备韧性。网上就流传着这样一句话：楼市复苏，豪宅先行，楼市下跌，豪宅最后一刻再跌。从全球范围来看，过去几年疫情的冲击几乎没有对豪宅产生影响。两年前，第一太平戴维斯研究部的一份报告显示，全球豪宅资本价值指数在2020年上半年短暂下滑之后，又在下半年恢复了增势，全年增长0.5%。报告还预测了中国北京、上海、广州、深圳的豪宅价格将在2021年继续增长。的确如预测般那样，2021年，国内豪宅市场极其活跃，价格与成交量一路高涨，多个一线城市的豪宅成交量创下五年内的新高。不过如今，豪宅增长的神话似乎破灭了。根据丁祖昱披露的数据，2022年全年，全国核心十城1000万以上与3000万以上的新房豪宅成交量仍然维持了增长趋势，分别上涨10%与5%。然而，顶级豪宅的一手成交量却出现了大幅下跌——全国5000万以上的顶级新房豪宅只成交了383套，同比下跌40%。从单价上来看，2022年，全国单价15万/平方米以上的新房豪宅成交量也下降了19%，成交数为422套。二手豪宅市场的情况更加不容乐观。各个价格区间的二手豪宅成交量均出现了下跌，其中1000万以上的同比下跌42%，3000万以上下跌28%，5000万以上下跌18%。与2021年相比，全国高单价的二手豪宅成交量几乎腰斩，10万/平方米以上的二手豪宅成交量下跌55%，15万/平方米以上的下跌了52%。目前在豪宅经纪机构从事研究员的田鹏告诉盐财经记者，豪宅新房成交量高于二手房，是因为“打新”具有吸引力，一二手豪宅存在价格倒挂。以北京为例，大部分豪宅盘位于限价地块，还有一部分豪宅属于共有产权房，政府占据10%的产权，买房者只需负担限价的90%，“相当于又打了9折”。尽管对于豪宅中介来说，半年不开张是常事，但豪宅经理人们已经感受到了市场的寒气。有媒体报道，由于成交量下降，在某一线城市的豪宅板块的门店经理，遇到了2016年入行以来“最差的一年”。名人抛售并没有那么坏过去一年，名人抛售豪宅的消息明显增多。2022年7月，张艺谋被传出售位于无锡的一套别墅，挂牌3500万，最终以6100万成交。两个月后，王祖蓝以4580万港元（约4110万人民币）卖掉了他在香港的豪宅。足球运动员郜林也出售了他在广州侨鑫汇悦台的江景大平层，挂牌价1.45亿。这笔房产交易佣金便高达上百万，引来无数中介在小区门口排起长龙。紧接着，普通富豪的动作也多了起来。有媒体报道，去年下半年，上海位于陆家嘴的豪宅小区世茂滨江花园挂牌量激增。春江水暖鸭先知，富人卖豪宅，被视作房地产市场的某种消极信号。不过，富人都在急着抛售房产吗？答案是：未必。位于北京的豪宅中介梁华龙对盐财经表示：“去年11月和12月，挂牌量明显增多。但与此同时，在疫情放开后，去化量也增多了。因此，目前库存积压情况并不显著。”从去年全年看来，北京豪宅的新增挂牌量不升反降。盐财经记者在一份豪宅市场研究报告中看到，2022年，北京二手豪宅新增房源同比下降了13.1%。而新增房源下降，恰恰与二手豪宅市场的回调有关。由于二手豪宅的客流与关注度减少，短期没有资金变现需求的业主便会推迟出售房“现在，全国市场是分化的。房子行不行，要看城市行不行。而看城市时，像北京这样的大城市，则还需细看各个板块行不行”，田鹏说，“单纯说所有房子都不行了纯是博眼球的。”尽管成交量出现下跌，但大多数豪宅经纪都会表示：一线城市的豪宅市场并没有那么坏。理由是这些城市的二手豪宅价格依旧坚挺。比如北京在2022年卖出3469套总价在1500万以上的豪宅，同比下降26.65%，但9.59万每平方米的成交均价还是上涨了3.51%；上海共成交1391套二手豪宅，同比下降41.33%，但成交均价同比上涨7.08%，为11.5万每平方米。去年的豪宅成交量下滑，有许多具体原因。许多人认为，现在的豪宅市场是经历了2020年、2021年疯长后的理性回归。比如去年北京二手豪宅成交量实际上略高于2018年与2019年，不过相比于2021年的高峰值，显得同比下滑尤为突出。另一个因素在于，2022年一些城市的新房豪宅供应明显增长。如北京增长了31.87%，上海增长了10.25%，新房豪宅的选择增多，导致二手豪宅成交量下滑。而真正的豪宅或许从来不缺人气。2023年1月17日，位于上海浦东新区花木路的一栋别墅在网上进行司法拍卖。起拍价约为5370万，共有21万人报名，经过两个半小时的激烈竞价，最终以1.18亿成交。在上海从事豪宅交易10年之久的刘亿告诉盐财经，成交价达到起拍价的两倍的确不多，1.5倍与1.8倍是常见情况，“基本上拍卖的都比市场价高一点，尤其是这两年”。谁在“一掷千金”豪宅能够见证许多故事，譬如这个时代的钱会流向何处。2016年，郜林用4000万元买下广州侨鑫汇悦台的大平层。六年后，当这套房子被出售时，挂牌价是1.45亿。据说，香港歌手林子祥、叶倩文夫妇以1.29亿元接手，一买一卖，郜林净赚近9000万。田鹏入行以来有一个明显的感受，即“90后”年轻客户越来越多。他告诉盐财经，他们中一类是自身创业成为高净值人群，另一类是父母帮助购买。不过在丁祖昱的一篇文章中，他指出2022年豪宅市场的一大改变在于，“年长客户”的增加。去年，有超过九成的豪宅购房者为45岁以上人群，30+的新贵们开始在豪宅市场中隐身。知名地产研究员李宇嘉对盐财经表示，前几年国内豪宅市场之所以势头凶猛，是因为地产、金融、互联网、新能源行业内“专精特新”企业在中小板、创业板的上市，贡献了一批豪宅购买者。如今这些行业开始出现高位回落，导致对豪宅的需求迅速坍塌。无独有偶，纽约的豪宅市场也在去年下半年进入平淡期，2022年纽约有64%的豪宅交易发生在上半年。面对恶化的股市与减少的收入，大多数的银行家、交易员与金融服务行业人员决定暂时观望。而在一些购买力本身有限的城市中，源源不断的新房豪宅供应面前，出现了“有钱人不太够用”的局面。去年6月，南京顶级豪宅海玥万物加推，116套房源当天售罄；到了12月底，海玥万物再度加推时，已不复“日光”景象，46套房源的去化用了大半个月时间。梁华龙表示，他的大部分客户在买房时更在意自己的感受，尤其是5000万以上的房子，富人们在购买时主要看一点：是否喜欢。不过，豪宅仍是超级富豪的资金游戏。除了纯粹的居住之外，买卖豪宅还有重要的优化资产配置的作用。“一掷千金”的轻松或许只是表象。田鹏说，在第一单成交后他才发现，那位客户已经看了一年多的房子，同价位产品基本上都已经看过。通常，豪宅距离普通人十分遥远，以至于不小心窥见其中的一个角落，就能引起震荡。今年年初，一位中学生在家中胯下运篮的短视频搅动了一场互联网风暴，只因它定位在“万柳书院”，北京著名的豪宅小区。豪宅处处彰显着不同，以宣告一种贫富的秩序：万柳书院五米外墙上的每一块砖头都是从荷兰远道而来；墙内的水质、声音、空气达到了瑞士疗养级水平；小区里的垃圾桶均由纯铜打造。大部分时候，这个豪宅世界是紧紧关闭的。根据几位豪宅中介的说法，他们接触的富豪大部分谦逊但注重隐私。在豪宅大门之外的人只能通过他们买卖房产的动作中，寻得一些蛛丝马迹。不过，当盐财经记者在网上请一位豪宅中介谈谈所看见的豪宅市场时，忙碌的她发过来一条语音说，她只是卖房的，并不懂市场。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":622179530,"gmtCreate":1675328816422,"gmtModify":1676538993398,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539229655408025","authorIdStr":"3539229655408025"},"themes":[],"htmlText":"……","listText":"……","text":"……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/622179530","repostId":"2308066214","repostType":4,"isVote":1,"tweetType":1,"viewCount":1938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}