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SP2021
SP2021
·
2022-03-08
Oops
Sources say Ukrainian president is willing to discuss Crimea and Donbas issues
如果基辅满足一系列条件，莫斯科可以“立即”停止在乌克兰的特别军事行动。
Sources say Ukrainian president is willing to discuss Crimea and Donbas issues
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SP2021
SP2021
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2022-03-06
Good
Is the C-side payment potential exhausted? Disney cuts back to "semi-advertising" mode
时代变了，流媒体战争也变了。
Is the C-side payment potential exhausted? Disney cuts back to "semi-advertising" mode
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SP2021
SP2021
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2022-03-05
Good
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SP2021
SP2021
·
2022-03-04
Be carwful
All three major U.S. stock indexes turned lower, with the Nasdaq falling more than 1%
3月3日，美股三大股指悉数转跌，纳指跌超1%，标普500指数跌0.47%，道指跌0.26%。特斯拉、英伟达跌超2%，亚马逊、台积电、Meta Platforms跌超1%，微软跌近1%。
All three major U.S. stock indexes turned lower, with the Nasdaq falling more than 1%
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SP2021
SP2021
·
2022-03-03
OK//
@SP2021
:Good
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SP2021
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2022-03-03
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SP2021
SP2021
·
2022-03-02
Ok
If the Ukrainian crisis pushes up inflation, it may force the Fed to accelerate rate hike this summer
美联储政策收紧计划正面临俄乌危机的干扰：如果俄乌危机导致通胀持续上行，美联储或被迫在今年夏天大幅升息，这将增加明年经济衰退的风险。美联储主席鲍威尔本周三将在众议院金融服务委员会作证，周四将在参议院银行
If the Ukrainian crisis pushes up inflation, it may force the Fed to accelerate rate hike this summer
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SP2021
SP2021
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2022-03-01
Yue
European and American sanctions target Russia's foreign reserves. How big is the impact?
俄乌局势如火如荼，而西方国家不断升级制裁，裁剑指俄罗斯外储。2月22日开始，西方各国对俄罗斯先后发起了两波制裁。2月26日晚间，美国、欧盟、英国和加拿大等西方大国突然发表联合声明，宣布禁止俄罗斯央行及
European and American sanctions target Russia's foreign reserves. How big is the impact?
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SP2021
SP2021
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2022-02-28
Ok
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SP2021
SP2021
·
2022-02-27
Good
TikTok e-commerce's GMV will reach a maximum of about 6 billion in 2021, and its goal will double this year
TikTok电商2022年GMV目标接近120亿元，在2021年的基础上翻了接近一倍。
TikTok e-commerce's GMV will reach a maximum of about 6 billion in 2021, and its goal will double this year
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According to a report by Sputnik news agency & radio on March 8, Zelensky made the above statement when expressing his position on the dispute between Crimea and Donbas. On March 7, Russian Presidential Press Secretary Peskov pointed out that if Kiev meets a series of conditions, Moscow can \"immediately\" stop special military operations in Ukraine. These conditions include: recognition of Crimea as Russian territory, recognition of the \"Luhansk People's Republic\" and...</p><p><a href=\"https://www.thepaper.cn/newsDetail_forward_17014329\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.thepaper.cn/newsDetail_forward_17014329\">澎湃新闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ec55645df2a853f64791de2a1ad27327","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.thepaper.cn/newsDetail_forward_17014329","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181459333","content_text":"乌克兰总统泽连斯基于当地时间3月8日表示，乌克兰方面可以就克里米亚和顿巴斯地区人民将如何生活的问题与俄方进行讨论，并寻求妥协方案。据俄罗斯卫星通讯社3月8日报道，泽连斯基当日对克里米亚和顿巴斯地区争端表态时作出以上表述。3月7日，俄罗斯总统新闻秘书佩斯科夫指出，如果基辅满足一系列条件，莫斯科可以“立即”停止在乌克兰的特别军事行动。这些条件包括：承认克里米亚是俄罗斯领土，承认“卢甘斯克人民共和国”和“顿涅茨克人民共和国”的主权，同时乌克兰需确定拒绝加入任何联盟。欧股反弹，截至发稿法国CAC40指数涨超3%，德国DAX指数、欧洲斯托克50指数均涨超2%。同时，美股三大指数期货快速拉升，由跌转涨。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031603446,"gmtCreate":1646532193669,"gmtModify":1676534137167,"author":{"id":"3575508103712478","authorId":"3575508103712478","name":"SP2021","avatar":"https://static.tigerbbs.com/bb4b05cedc2864e9c2d8796bb319f4bb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575508103712478","idStr":"3575508103712478"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031603446","repostId":"2217579493","repostType":4,"repost":{"id":"2217579493","kind":"highlight","pubTimestamp":1646484952,"share":"https://ttm.financial/m/news/2217579493?lang=en_US&edition=fundamental","pubTime":"2022-03-05 20:55","market":"us","language":"zh","title":"Is the C-side payment potential exhausted? Disney cuts back to \"semi-advertising\" mode","url":"https://stock-news.laohu8.com/highlight/detail?id=2217579493","media":"华尔街见闻","summary":"时代变了，流媒体战争也变了。","content":"<p><html><head></head><body>Just a year ago, Walter<a href=\"https://laohu8.com/S/DIS\">Disney</a>Companies are also telling investors that it's disgusting that streaming platforms offer cheaper, advertised subscriptions.</p><p>A year has passed, times have changed, and so have the streaming wars.</p><p>Disney announced on Friday that starting from the end of 2022, Disney will launch \"Disney +\" to enter the global online video market. This is a brand-new membership product with cheaper tariffs, but there will be advertisements.</p><p>However, Disney did not disclose the pricing details of the ad-sponsored subscription service, nor did it disclose when it would be launched. Users can still subscribe to the ad-free version of Disney + for $7.99 a month.</p><p><h4><b>Streamers have launched interstitial advertising members one after another</b></h4>Long before Disney, streaming media such as WarnerMedia, Paramount Global, NBC Universal, and Discovery have launched membership products with advertisements, hoping to continue to compete for memberships.</p><p>Now Disney has joined this new bandwagon in the industry, showing how fierce the battle for new subscribers among streaming companies has reached as consumers try to limit household spending and become more selective about which streaming services to sign up for, while also highlighting the contribution of advertising to revenue growth for streaming services.</p><p>According to the Wall Street Journal, Cowen & Co. analyst Doug Creutz, who tracks streaming services, ad-supported streaming products have helped boost APRU (average revenue per user), an important metric for media companies to measure their business. \"They're doing everything they can to drive subscriber growth,\" Creutz said. \"They put all their energy into streaming, it's a bloody competition.\"</p><p>WarnerMedia offers a version of HBOMax with ad breaks for $9.99 a month, while the version without ads costs $14.99 a month.</p><p>NBCUniversal offers a premium streaming service with ad differentials for $4.99 a month or $9.99 without ads. Paramount Global and Discovery Inc. offer two tiers of \"Paramount +\" and \"Discovery +\" services, respectively, with and without ads, at a monthly fee of $4.99 and $9.99, respectively.</p><p><h4><b>Disney's layers of pressure</b></h4>Disney owns three major online video products, including \"Disney +\" and \"Hulu\" and \"ESPN +\". Currently, Hulu has an advertising membership, which charges $6.99 a month. According to Disney's goals, the company plans to achieve profitability in its consumer direct sales business (mainly online video) in 2024. The newly released Disney + advertising products are the \"cornerstone\" for Disney to achieve the goal of signing up 230 million to 260 million users by the end of fiscal year 2024, which was the goal first announced by its company at its Investor Day launch in December 2020.</p><p>In addition to launching new products and services, Disney is taking several measures to stimulate membership growth. At the end of last year, Disney launched a preferential measure. If consumers purchase a \"Hulu\" membership, they will get a discount if they purchase a \"Disney +\" membership or an \"ESPN +\" membership. The effect of this preferential policy is very obvious. In the latest quarter, the growth rate of \"Disney +\" members in the United States reached 11%, which is much higher than the growth rate of about 2% to 3% in the past four quarters.</p><p>However, Disney is still facing pressure from investors to meet its subscriber growth targets. During pandemic lockdowns, Disney + caught fire, adding nearly 75 million subscribers in its first year after launch, but subscription growth slowed as the pandemic eased and competitors returned.</p><p>Last quarter, Disney added 11.8 million new subscribers, and subscription growth exceeded expectations. The result stands in stark contrast to Netflix, its main streaming rival. Netflix reported in late January that it added 8.3 million new subscribers in the most recent quarter, which fell short of investor expectations, and its shares also fell nearly 30% after the report was released.</p><p>While Netflix and<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It is also the only major streaming media service company that does not provide low-cost, advertising breaks at present. Apple still has many other products supporting its revenue, but where does the future of Netflix go?</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>Is the C-side payment potential exhausted? Disney cuts back to \"semi-advertising\" mode</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs the C-side payment potential exhausted? Disney cuts back to \"semi-advertising\" mode\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-03-05 20:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Just a year ago, Walter<a href=\"https://laohu8.com/S/DIS\">Disney</a>Companies are also telling investors that it's disgusting that streaming platforms offer cheaper, advertised subscriptions.</p><p>A year has passed, times have changed, and so have the streaming wars.</p><p>Disney announced on Friday that starting from the end of 2022, Disney will launch \"Disney +\" to enter the global online video market. This is a brand-new membership product with cheaper tariffs, but there will be advertisements.</p><p>However, Disney did not disclose the pricing details of the ad-sponsored subscription service, nor did it disclose when it would be launched. Users can still subscribe to the ad-free version of Disney + for $7.99 a month.</p><p><h4><b>Streamers have launched interstitial advertising members one after another</b></h4>Long before Disney, streaming media such as WarnerMedia, Paramount Global, NBC Universal, and Discovery have launched membership products with advertisements, hoping to continue to compete for memberships.</p><p>Now Disney has joined this new bandwagon in the industry, showing how fierce the battle for new subscribers among streaming companies has reached as consumers try to limit household spending and become more selective about which streaming services to sign up for, while also highlighting the contribution of advertising to revenue growth for streaming services.</p><p>According to the Wall Street Journal, Cowen & Co. analyst Doug Creutz, who tracks streaming services, ad-supported streaming products have helped boost APRU (average revenue per user), an important metric for media companies to measure their business. \"They're doing everything they can to drive subscriber growth,\" Creutz said. \"They put all their energy into streaming, it's a bloody competition.\"</p><p>WarnerMedia offers a version of HBOMax with ad breaks for $9.99 a month, while the version without ads costs $14.99 a month.</p><p>NBCUniversal offers a premium streaming service with ad differentials for $4.99 a month or $9.99 without ads. Paramount Global and Discovery Inc. offer two tiers of \"Paramount +\" and \"Discovery +\" services, respectively, with and without ads, at a monthly fee of $4.99 and $9.99, respectively.</p><p><h4><b>Disney's layers of pressure</b></h4>Disney owns three major online video products, including \"Disney +\" and \"Hulu\" and \"ESPN +\". Currently, Hulu has an advertising membership, which charges $6.99 a month. According to Disney's goals, the company plans to achieve profitability in its consumer direct sales business (mainly online video) in 2024. The newly released Disney + advertising products are the \"cornerstone\" for Disney to achieve the goal of signing up 230 million to 260 million users by the end of fiscal year 2024, which was the goal first announced by its company at its Investor Day launch in December 2020.</p><p>In addition to launching new products and services, Disney is taking several measures to stimulate membership growth. At the end of last year, Disney launched a preferential measure. If consumers purchase a \"Hulu\" membership, they will get a discount if they purchase a \"Disney +\" membership or an \"ESPN +\" membership. The effect of this preferential policy is very obvious. In the latest quarter, the growth rate of \"Disney +\" members in the United States reached 11%, which is much higher than the growth rate of about 2% to 3% in the past four quarters.</p><p>However, Disney is still facing pressure from investors to meet its subscriber growth targets. During pandemic lockdowns, Disney + caught fire, adding nearly 75 million subscribers in its first year after launch, but subscription growth slowed as the pandemic eased and competitors returned.</p><p>Last quarter, Disney added 11.8 million new subscribers, and subscription growth exceeded expectations. The result stands in stark contrast to Netflix, its main streaming rival. Netflix reported in late January that it added 8.3 million new subscribers in the most recent quarter, which fell short of investor expectations, and its shares also fell nearly 30% after the report was released.</p><p>While Netflix and<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It is also the only major streaming media service company that does not provide low-cost, advertising breaks at present. Apple still has many other products supporting its revenue, but where does the future of Netflix go?</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3653473\">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/24a5c9ee763bdd068795172812d82227","relate_stocks":{"BK4551":"寇图资本持仓","BK4566":"资本集团","NFLX":"奈飞","BK4550":"红杉资本持仓","BK4108":"电影和娱乐","BK4561":"索罗斯持仓","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4507":"流媒体概念","BK4524":"宅经济概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","DIS":"迪士尼","BK4527":"明星科技股"},"source_url":"https://wallstreetcn.com/articles/3653473","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217579493","content_text":"就在一年前，华特·迪士尼公司还在对投资者说，流媒体平台提供更便宜、有广告的订阅服务真是令人厌恶。一年过去了，时代变了，流媒体战争也变了。迪士尼周五宣布，从2022年底开始，迪士尼将推出“Disney+”进入全球网络视频市场，这是一种全新会员产品，资费更便宜，但是将会插播广告。不过迪士尼没有透露广告赞助订阅服务的定价细节，也没有透露具体何时推出。用户仍然可以订阅无广告版本的Disney+，每月收费7.99美元。流媒体纷纷推出插播广告会员早在迪士尼之前，华纳传媒、派拉蒙全球、NBC环球、Discovery等流媒体纷纷推出了插播广告的会员产品，希望能够持续争抢会员。如今迪士尼也加入了这股行业新潮流中，表明了随着消费者试图限制家庭支出，并对注册哪些流媒体服务变得更加挑剔，流媒体公司争夺新用户的战斗已达到了何等激烈的程度，同时也突显了广告为流媒体服务的收入增长做出的贡献。据华尔街日报，Cowen&Co.跟踪流媒体服务的分析师Doug Creutz说，广告支持的流媒体产品帮助提高了APRU（平均每用户收入），这是媒体公司衡量业务的一个重要指标。“他们正在竭尽全力推动订户增长，”Creutz说。“他们把全部精力都放在了流媒体上，这是一场血腥的竞争。”华纳传媒提供了一个有广告插播的HBOMax版本，月费为9.99美元，而没有广告的版本月费为14.99美元。NBC环球提供带有广告差别的高级流媒体服务，月费为4.99美元，不含广告的收费为9.99美元。派拉蒙全球和探索公司分别提供两种等级的“派拉蒙+”和“探索+”服务，有广告和没有广告的，月费分别为4.99美元和9.99美元。迪士尼的层层压力迪士尼旗下拥有三大网络视频产品，除了“Disney+”还有“Hulu”和“ESPN+”。目前，Hulu拥有插广告会员，月收费6.99美元。根据迪士尼目标，该公司计划在2024年实现消费者直销业务（主要是网络视频）的盈利，新发行的Disney+含广告产品是迪士尼在2024财年结束前实现2.3亿至2.6亿用户签约目标的“基石”，这是其公司在2020年12月的投资者日发布会上首次宣布的目标。除了推出新的产品服务之外，迪士尼正在采取多种措施刺激会员增长。去年底，迪士尼推出一项优惠措施，消费者如果购买了“Hulu”会员，那么他们如果购买“Disney+”会员或是“ESPN+”会员将获得打折优惠。这一优惠政策效果十分明显，在最近一个季度中，“Disney+”会员在美国的增长速度达到了11%，远远高于过去四个季度大约2%到3%的增长速度。然而迪士尼仍面临着来自投资者的压力，投资者们要求其实现订阅用户增长目标。在疫情封锁期间，Disney+大火，在推出后的第一年就增加了近7500万名用户，但随着疫情缓解和竞争对手的回归，订阅增长放缓。上个季度，迪士尼新增1180万订阅用户，订阅增长超过预期。这一结果与其主要的流媒体竞争对手Netflix形成了鲜明对比。Netflix在1月底的报告中称，最近一个季度新增了830万用户，低于投资者的预期，其股价也在报告公布后下跌了近30%。而Netflix和苹果也是目前唯二成为不提供低成本、广告插播的主要流媒体服务公司。苹果尚且还有其他众多产品支撑着其收入，可Netflix的未来又何去何从呢？","news_type":1,"symbols_score_info":{"DIS":1,"QNETCN":0.6,"NFLX":1}},"isVote":1,"tweetType":1,"viewCount":3606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031318672,"gmtCreate":1646442385034,"gmtModify":1676534129769,"author":{"id":"3575508103712478","authorId":"3575508103712478","name":"SP2021","avatar":"https://static.tigerbbs.com/bb4b05cedc2864e9c2d8796bb319f4bb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575508103712478","idStr":"3575508103712478"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031318672","repostId":"2217410465","repostType":4,"isVote":1,"tweetType":1,"viewCount":4049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033426542,"gmtCreate":1646349919407,"gmtModify":1676534119599,"author":{"id":"3575508103712478","authorId":"3575508103712478","name":"SP2021","avatar":"https://static.tigerbbs.com/bb4b05cedc2864e9c2d8796bb319f4bb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575508103712478","idStr":"3575508103712478"},"themes":[],"htmlText":"Be carwful","listText":"Be carwful","text":"Be carwful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033426542","repostId":"1107683547","repostType":4,"repost":{"id":"1107683547","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":1646322251,"share":"https://ttm.financial/m/news/1107683547?lang=en_US&edition=fundamental","pubTime":"2022-03-03 23:44","market":"us","language":"zh","title":"All three major U.S. stock indexes turned lower, with the Nasdaq falling more than 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1107683547","media":"老虎资讯综合","summary":"3月3日，美股三大股指悉数转跌，纳指跌超1%，标普500指数跌0.47%，道指跌0.26%。特斯拉、英伟达跌超2%，亚马逊、台积电、Meta Platforms跌超1%，微软跌近1%。","content":"<p><html><head></head><body>On March 3, all three major U.S. stock indexes turned down, with the Nasdaq falling more than 1%, the S&P 500 falling 0.47%, and the Dow falling 0.26%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Fell more than 2%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/TSM\">TSMC</a>、<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>It fell more than 1%, and Microsoft fell nearly 1%.</p><p><img src=\"https://static.tigerbbs.com/de98a083ce7ba2fd9a6b9a7b03208f85\" tg-width=\"828\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/9320c7b75cdb877caeacb19984e61d92\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>All three major U.S. stock indexes turned lower, with the Nasdaq falling more than 1%</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\">\nAll three major U.S. stock indexes turned lower, with the Nasdaq falling more than 1%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-03-03 23:44</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On March 3, all three major U.S. stock indexes turned down, with the Nasdaq falling more than 1%, the S&P 500 falling 0.47%, and the Dow falling 0.26%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Fell more than 2%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/TSM\">TSMC</a>、<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>It fell more than 1%, and Microsoft fell nearly 1%.</p><p><img src=\"https://static.tigerbbs.com/de98a083ce7ba2fd9a6b9a7b03208f85\" tg-width=\"828\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/9320c7b75cdb877caeacb19984e61d92\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"QLD":"2倍做多纳斯达克100指数ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","03086":"华夏纳指","SQQQ":"纳指三倍做空ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4550":"红杉资本持仓","TSLA":"特斯拉",".IXIC":"NASDAQ Composite","BK4561":"索罗斯持仓",".DJI":"道琼斯","BK4534":"瑞士信贷持仓","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107683547","content_text":"3月3日，美股三大股指悉数转跌，纳指跌超1%，标普500指数跌0.47%，道指跌0.26%。特斯拉、英伟达跌超2%，亚马逊、台积电、Meta Platforms跌超1%，微软跌近1%。","news_type":1,"symbols_score_info":{"NQmain":0.9,"03086":0.9,"QID":0.9,"TQQQ":0.9,"PSQ":0.9,"QQQ":0.9,"MNQmain":0.9,"QLD":0.9,"SQQQ":0.9,"TSLA":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033607431,"gmtCreate":1646263883923,"gmtModify":1676534109129,"author":{"id":"3575508103712478","authorId":"3575508103712478","name":"SP2021","avatar":"https://static.tigerbbs.com/bb4b05cedc2864e9c2d8796bb319f4bb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575508103712478","idStr":"3575508103712478"},"themes":[],"htmlText":"OK//<a href=\"https://laohu8.com/U/3575508103712478\">@SP2021</a>:Good","listText":"OK//<a href=\"https://laohu8.com/U/3575508103712478\">@SP2021</a>:Good","text":"OK//@SP2021:Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033607431","repostId":"2216175782","repostType":4,"isVote":1,"tweetType":1,"viewCount":2801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033607684,"gmtCreate":1646263876292,"gmtModify":1676534109122,"author":{"id":"3575508103712478","authorId":"3575508103712478","name":"SP2021","avatar":"https://static.tigerbbs.com/bb4b05cedc2864e9c2d8796bb319f4bb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575508103712478","idStr":"3575508103712478"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033607684","repostId":"2216175782","repostType":4,"isVote":1,"tweetType":1,"viewCount":3954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033055361,"gmtCreate":1646173633742,"gmtModify":1676534097322,"author":{"id":"3575508103712478","authorId":"3575508103712478","name":"SP2021","avatar":"https://static.tigerbbs.com/bb4b05cedc2864e9c2d8796bb319f4bb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575508103712478","idStr":"3575508103712478"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033055361","repostId":"2216811042","repostType":4,"repost":{"id":"2216811042","kind":"highlight","pubTimestamp":1646144408,"share":"https://ttm.financial/m/news/2216811042?lang=en_US&edition=fundamental","pubTime":"2022-03-01 22:20","market":"us","language":"zh","title":"If the Ukrainian crisis pushes up inflation, it may force the Fed to accelerate rate hike this summer","url":"https://stock-news.laohu8.com/highlight/detail?id=2216811042","media":"华尔街见闻","summary":"美联储政策收紧计划正面临俄乌危机的干扰：如果俄乌危机导致通胀持续上行，美联储或被迫在今年夏天大幅升息，这将增加明年经济衰退的风险。美联储主席鲍威尔本周三将在众议院金融服务委员会作证，周四将在参议院银行","content":"<p><html><head></head><body>The Fed's policy tightening plan is facing interference from the Russia-Ukraine crisis: If the Russia-Ukraine crisis causes inflation to continue to rise, the Fed may be forced to raise interest rates sharply this summer, which will increase the risk of an economic recession next year.</p><p>Federal Reserve Chairman Jerome Powell will testify before the House Financial Services Committee on Wednesday and the Senate Banking Committee on Thursday, one of the two annual appearances of the Federal Reserve chairman in Congress.</p><p>This year's timing coincides with the release of the Federal Reserve's semi-annual monetary review report policy. The report was released last week. Regarding the Russia-Ukraine crisis, the report only contains a brief mention that \"recent geopolitical tensions related to the Russia-Ukraine situation are a source of uncertainty in global financial and commodity markets.\"</p><p>During times of geopolitical volatility, the Fed typically avoids measures that exacerbate uncertainty.<b>But given that U.S. inflation is well above its 2% target and the Ukrainian crisis threatens to push inflation even higher, the Fed may face considerable urgency to continue its planned rate hike.</b></p><p><h2><b>Rate hike by 25 basis points in March</b></h2>In public statements and interviews last week, Fed officials agreed with rate hike's plan at the March 15-16 meeting. Officials said it was too early to tell how the war would affect the economic outlook, but they were monitoring developments closely.</p><p>The Wall Street Journal analysis pointed out that the current problem is that Fed officials had previously expected the U.S. inflation rate to peak this quarter, and the indicator is currently at its highest level in 40 years. Geopolitical developments pushed up price movements throughout the spring, especially in energy and commodities,<b>Could force the Fed to accelerate its rate hike this summer, which will increase the risk of a recession next year.</b></p><p>Federal Reserve Chairman Powell faces a choice:<b>Is it necessary to prepare the market for a scenario in which if inflation doesn't decrease soon, a larger-than-expected rate hike this summer, which is a 50 basis point rate hike.</b></p><p><b>The market has now lowered bets that the Fed will raise interest rates by 50 basis points in March</b>: The latest swap pricing on Tuesday showed that traders expect the Federal Reserve to raise interest rates by 24.5 basis points (basically equal to a 25 basis point rate hike) at its March 16 meeting.</p><p>Market analysts predict that Powell is likely to downplay the possibility of a 50 basis point Fed rate hike in March at this week's hearing.</p><p>Most Fed officials have indicated that they would prefer to start raising the benchmark interest rate by 25 basis points in March; The last time the Federal Reserve made a 50 basis point rate hike was in 2000, and all previous rate hike since then have been 25 basis points.</p><p>Within the Fed, only two officials have publicly called for a 50 basis point rate hike at the March policy meeting. Fed Governor Christopher Waller said last week that if the inflation and employment report released before the Fed's next meeting \"suggests that the U.S. economy is still overheated, then there is good reason to support a 50 basis point rate hike in March.\"</p><p><h2>Economic data to be in focus</h2>Two important economic data will be the focus of the Federal Reserve and the market: the February U.S. employment report scheduled to be released this Friday, and the February CPI report to be released on March 10.</p><p>If another economic data shows an overheated job market or accelerated price pressures, it may reignite the debate on whether the Fed will rate hike by 50 basis points in March, provided that the Ukrainian conflict will not further exacerbate market chaos.</p><p>Fed officials have hinted that they may consider a 50 basis point rate hike this summer if subsequent inflation levels remain high. A larger rate hike may push the U.S. federal interest rate to the range of 2.25%-2.5%, which was last reached at the end of 2018.</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>If the Ukrainian crisis pushes up inflation, it may force the Fed to accelerate rate hike this summer</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\">\nIf the Ukrainian crisis pushes up inflation, it may force the Fed to accelerate rate hike this summer\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-03-01 22:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The Fed's policy tightening plan is facing interference from the Russia-Ukraine crisis: If the Russia-Ukraine crisis causes inflation to continue to rise, the Fed may be forced to raise interest rates sharply this summer, which will increase the risk of an economic recession next year.</p><p>Federal Reserve Chairman Jerome Powell will testify before the House Financial Services Committee on Wednesday and the Senate Banking Committee on Thursday, one of the two annual appearances of the Federal Reserve chairman in Congress.</p><p>This year's timing coincides with the release of the Federal Reserve's semi-annual monetary review report policy. The report was released last week. Regarding the Russia-Ukraine crisis, the report only contains a brief mention that \"recent geopolitical tensions related to the Russia-Ukraine situation are a source of uncertainty in global financial and commodity markets.\"</p><p>During times of geopolitical volatility, the Fed typically avoids measures that exacerbate uncertainty.<b>But given that U.S. inflation is well above its 2% target and the Ukrainian crisis threatens to push inflation even higher, the Fed may face considerable urgency to continue its planned rate hike.</b></p><p><h2><b>Rate hike by 25 basis points in March</b></h2>In public statements and interviews last week, Fed officials agreed with rate hike's plan at the March 15-16 meeting. Officials said it was too early to tell how the war would affect the economic outlook, but they were monitoring developments closely.</p><p>The Wall Street Journal analysis pointed out that the current problem is that Fed officials had previously expected the U.S. inflation rate to peak this quarter, and the indicator is currently at its highest level in 40 years. Geopolitical developments pushed up price movements throughout the spring, especially in energy and commodities,<b>Could force the Fed to accelerate its rate hike this summer, which will increase the risk of a recession next year.</b></p><p>Federal Reserve Chairman Powell faces a choice:<b>Is it necessary to prepare the market for a scenario in which if inflation doesn't decrease soon, a larger-than-expected rate hike this summer, which is a 50 basis point rate hike.</b></p><p><b>The market has now lowered bets that the Fed will raise interest rates by 50 basis points in March</b>: The latest swap pricing on Tuesday showed that traders expect the Federal Reserve to raise interest rates by 24.5 basis points (basically equal to a 25 basis point rate hike) at its March 16 meeting.</p><p>Market analysts predict that Powell is likely to downplay the possibility of a 50 basis point Fed rate hike in March at this week's hearing.</p><p>Most Fed officials have indicated that they would prefer to start raising the benchmark interest rate by 25 basis points in March; The last time the Federal Reserve made a 50 basis point rate hike was in 2000, and all previous rate hike since then have been 25 basis points.</p><p>Within the Fed, only two officials have publicly called for a 50 basis point rate hike at the March policy meeting. Fed Governor Christopher Waller said last week that if the inflation and employment report released before the Fed's next meeting \"suggests that the U.S. economy is still overheated, then there is good reason to support a 50 basis point rate hike in March.\"</p><p><h2>Economic data to be in focus</h2>Two important economic data will be the focus of the Federal Reserve and the market: the February U.S. employment report scheduled to be released this Friday, and the February CPI report to be released on March 10.</p><p>If another economic data shows an overheated job market or accelerated price pressures, it may reignite the debate on whether the Fed will rate hike by 50 basis points in March, provided that the Ukrainian conflict will not further exacerbate market chaos.</p><p>Fed officials have hinted that they may consider a 50 basis point rate hike this summer if subsequent inflation levels remain high. A larger rate hike may push the U.S. federal interest rate to the range of 2.25%-2.5%, which was last reached at the end of 2018.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3653111\">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/6a1de7aced7748879f251930783a3cb1","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4559":"巴菲特持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","UPRO":"三倍做多标普500ETF-ProShares","BK4550":"红杉资本持仓","SDS":"两倍做空标普500 ETF-ProShares",".SPX":"S&P 500 Index","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4504":"桥水持仓","SQQQ":"纳指三倍做空ETF","DXD":"两倍做空道琼30指数ETF-ProShares","BK4534":"瑞士信贷持仓","PSQ":"做空纳斯达克100指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","QQQ":"纳指100ETF","SH":"做空标普500-Proshares","DJX":"1/100道琼斯","OEX":"标普100","DOG":"道指ETF-ProShares做空","SPXU":"三倍做空标普500ETF-ProShares","OEF":"标普100指数ETF-iShares","SSO":"2倍做多标普500ETF-ProShares","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯","IVV":"标普500ETF-iShares"},"source_url":"https://wallstreetcn.com/articles/3653111","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2216811042","content_text":"美联储政策收紧计划正面临俄乌危机的干扰：如果俄乌危机导致通胀持续上行，美联储或被迫在今年夏天大幅升息，这将增加明年经济衰退的风险。美联储主席鲍威尔本周三将在众议院金融服务委员会作证，周四将在参议院银行委员会作证，这是美联储主席每年两次在国会露面的时间之一。今年的时间点恰逢美联储发布半年度货币审查报告政策。报告于上周发布。对于俄乌危机，报告仅包含一个简短的提及，即“最近与俄罗斯—乌克兰局势相关的地缘政治紧张局势是全球金融和商品市场不确定性的来源。”在地缘政治局势动荡时期，美联储通常会避免采取加剧不确定性的措施。但鉴于美国通胀率远远超过2%的目标，并且乌克兰危机有可能将通胀推得更高，美联储可能面临相当大的紧迫性，需要继续按计划加息。3月升息25个基点在上周的公开表态和采访中，美联储官员赞同在3月15-16日的会议上加息的计划。官员们表示，现在判断战争将如何影响经济前景还为时过早，但他们正在密切关注事态发展。华尔街日报分析指出，目前的问题在于，美联储官员此前预计美国的通胀率率将在本季度达到峰值，该指标目前正处于40年来最高水平。地缘政治形势发展推高整个春季的价格走势，尤其是能源和大宗商品，可能迫使美联储在今年夏季加速加息，这将增加明年经济衰退的风险。美联储主席鲍威尔面临抉择：是否需要让市场准备好迎接如下情景，即如果通胀率没有很快降低，那么今年夏天可能进行比预期幅度更大的加息，也就是加息50个基点。目前市场已经降低对于美联储3月升息50个基点的押注：周二最新掉期定价显示，交易员预计美联储将在3月16日的会议上升息 24.5个基点（基本等于升息25个基点）。市场分析预计，鲍威尔很可能在本周的听证会上淡化美联储3月加息50个基点的可能性。大多数美联储官员已表示，他们更希望3月份开始将基准利率上调25个基点；美联储上次加息50个基点是在2000年，之后历次加息幅度都是25个基点。美联储内部，目前只有两位官员公开呼吁在3月政策会议上加息50个基点。美联储理事沃勒(Christopher Waller)上周表示，如果美联储下次会议前发布的通胀和就业报告“表明美国经济仍然过热，那么就有充分理由支持3月份加息50个基点”。经济数据将成为焦点两项重要经济数据将成为美联储以及市场关注的焦点：定于本周五发布的美国2月就业报告，以及3月10日将发布的2月份CPI报告。如果又有经济数据显示就业市场过热或价格压力加速，可能会重新引发关于美联储3月是否加息50个基点的辩论，当然这一辩论的前提是乌克兰冲突不会进一步加剧市场混乱。美联储官员已经暗示，如果后续通胀水平维持高位，他们可能考虑今年夏季加息50个基点。如果以更大幅度加息，可能会将美国联邦利率推升至2.25%-2.5%区间，而上一次达到这一水平是在2018年底。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"QQQ":0.6,"QID":0.6,"DOG":0.6,"SSO":0.6,"OEX":0.6,"TQQQ":0.6,"UDOW":0.6,"DXD":0.6,"PSQ":0.6,"UPRO":0.6,"NQmain":0.6,"ESmain":0.6,"QLD":0.6,"OEF":0.6,"DDM":0.6,".SPX":0.6,"SH":0.6,"SPY":1,".IXIC":1,"SDOW":0.6,"SPXU":0.6,"DJX":0.6,"MNQmain":0.6,"SDS":0.6,"IVV":0.6,".DJI":1,"SQQQ":0.6}},"isVote":1,"tweetType":1,"viewCount":3233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039529261,"gmtCreate":1646089889363,"gmtModify":1676534088918,"author":{"id":"3575508103712478","authorId":"3575508103712478","name":"SP2021","avatar":"https://static.tigerbbs.com/bb4b05cedc2864e9c2d8796bb319f4bb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575508103712478","idStr":"3575508103712478"},"themes":[],"htmlText":"Yue","listText":"Yue","text":"Yue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039529261","repostId":"2214161887","repostType":4,"repost":{"id":"2214161887","kind":"highlight","pubTimestamp":1646060544,"share":"https://ttm.financial/m/news/2214161887?lang=en_US&edition=fundamental","pubTime":"2022-02-28 23:02","market":"us","language":"zh","title":"European and American sanctions target Russia's foreign reserves. How big is the impact?","url":"https://stock-news.laohu8.com/highlight/detail?id=2214161887","media":"华尔街见闻","summary":"俄乌局势如火如荼，而西方国家不断升级制裁，裁剑指俄罗斯外储。2月22日开始，西方各国对俄罗斯先后发起了两波制裁。2月26日晚间，美国、欧盟、英国和加拿大等西方大国突然发表联合声明，宣布禁止俄罗斯央行及","content":"<p><html><head></head><body>The situation between Russia and Ukraine is in full swing, while Western countries continue to escalate sanctions and target Russia's foreign reserves.</p><p>Since February 22, Western countries have launched two waves of sanctions against Russia. On the evening of February 26, Western powers such as the United States, the European Union, the United Kingdom and Canada suddenly issued a joint statement announcing that the Russian Central Bank and several major Russian banks were prohibited from using the SWIFT system.</p><p>It is worth noting that Europe and the United States have included the Russian Central Bank in the \"SWIFT Strike List\". This is an extremely \"severe\" move to prevent the Russian Central Bank from using \"abundant\" foreign exchange reserves to reduce the effect of sanctions.</p><p>Michael S. Bernstam, a researcher at the Hoover Institution of Stanford University, previously published an article in the \"Capitol Hill\" saying that the threat of sanctions against the Russian central bank may prevent Russia's military actions and the outbreak of new wars in Europe.</p><p>Bernstam notes that Russia relies on its<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>$638 billion in foreign exchange reserves to shore up the exchange rate and stability of the national currency, the ruble, insuring the banking system and household deposits, preventing bank runs, bailing out foreign debts of state-owned and private enterprises, and managing $185 billion in sovereign wealth funds in response to fiscal emergencies.</p><p>But Russia will not obediently \"surrender\". Nowadays, Russia's foreign exchange reserves have been quite diversified and its dependence on the US dollar has been greatly reduced. Relying solely on attacking Russia's foreign reserves may not achieve the expected results of European and American countries.</p><p><b>Why is it so powerful?</b></p><p>According to Bernstam, a big reason is the combination of convertible currencies and the digitalization of international finance in the 21st century.</p><p>If Russia were a closed economy with non-convertible currencies like the now-defunct Soviet Union, its foreign exchange reserves would not be affected.</p><p>But in the 21st century, the Russian economy is open, the ruble is convertible, and both are backed by foreign reserves. But these reserves are largely electronic accounts of the Russian central bank in accounts with the Federal Reserve, the European Central Bank and similar Western institutions and clearing houses, without physical bonds and paper proofs.</p><p>According to this statement, government bonds and other securities in western countries, as well as sovereign deposits in western central banks and commercial banks, are dematerialized and undocumented.</p><p>For example, the U.S. Treasury Bond held by the central banks of 200 countries are only computerized accounts in the Federal Reserve Bank of new york, which are traded by dealers authorized by the Federal Reserve of new york, and the sales proceeds are electronically transmitted to correspondent banks through the Federal Reserve wire transfer and automated settlement system.</p><p><b>What are the risks for Russia?</b></p><p>From this perspective, Bernstam believes that if the Russian central bank is sanctioned, the US $638 billion in foreign exchange reserves will shrink to only their residual value. Of the $638 billion in foreign exchange reserves, only $12 billion is cash denominated in dollars and euros in the coffers of the Russian central bank. If the Russian central bank is sanctioned by the West, it will be difficult to sell all the $139 billion worth of gold in its reserves.</p><p>And about $403 billion-almost two-thirds of foreign exchange reserves-are securities and deposits denominated in dollars, euros, pounds and other Western currencies. If sanctions are imposed on the Russian central bank, the US $403 billion of foreign exchange electronic assets held by Russia in the West may become unavailable. Sanctions on the Russian central bank will bring foreign exchange runs, bank runs and supply chain runs.</p><p>Bernstam also pointed out that since only $12 billion is available to support the ruble, the ruble exchange rate will depreciate. People will use any foreign currency they can get at any price as a store of value.</p><p>Here's the problem.</p><p>Compared with the ruble, Russian households and businesses prefer foreign exchange. They hold $268 billion in deposits in state-owned savings banks and commercial banks, but they will run to the banks to withdraw dollars and euros.</p><p>And this cash is something that banks don't have on hand, nor can they get from central banks that don't have foreign exchange. Unless the government forcibly converts foreign exchange deposits into rubles, the banking system will suffer. Without access to sovereign wealth funds to support the government's social spending, the situation could be worse: across the supply chain, suppliers will claim dollars from customers, while efficient parts of the economy will be dollarized, while others will incur supply bottlenecks and factory shutdowns.</p><p>Taken together, Bernstam believes that imposing sanctions on the central bank is a considerable risk for Russia.</p><p><b>Russia's counterattack</b></p><p>In the face of financial sanctions from Europe and the United States and even prohibiting the Russian Central Bank and several major Russian banks from using the SWIFT system, Russia is not defenseless.</p><p>Since the financial crisis in 2008, in order to implement de-dollarization, Russia has formulated a complete strategy, and adopted de-dollarization measures such as reducing the direct use of the US dollar, reducing the proportion of foreign exchange reserves, substantially selling US Treasury Bond, expanding non-US dollar financing, increasing its holdings of gold, and establishing its own payment system and financial information exchange system.</p><p>A series of measures have not only improved the degree of de-dollarization, but also increased the financial system's ability to cope with risks.</p><p>It is worth mentioning that, unlike other countries in the world that store gold in the United States, Russia has no gold storage in the United States out of distrust of the United States, and Russian gold is stored in the warehouse of the Russian Central Bank in Moscow.</p><p>In addition, Russia has achieved good results in a series of aspects, such as expanding non-US dollar financing channels, currency swap and local currency settlement, and establishing its own payment system and financial information exchange system.</p><p>Nowadays, Russia's foreign exchange reserves have been quite diversified and its dependence on the US dollar has been greatly reduced. To a certain extent, sufficient preparations have helped Russia build a powerful financial \"fortress\".</p><p>At the same time, the Russian central bank also significantly raised the benchmark interest rate, prohibited foreigners from selling and forced foreign exchange sales.</p><p>On February 28, the Central Bank of Russia raised its key interest rate to 20%, the highest level in nearly two decades, compared with 9.5%.</p><p>The Russian central bank said that the external environment has changed dramatically, and rate hike is necessary to enhance the attractiveness of deposits. The Russian central bank said the rate hike was ready to take further measures to adjust interest rates in order to offset the depreciation of the ruble and increased inflation risks.</p><p>The Central Bank of Russia also announced the postponement of transactions in the foreign exchange and currency markets, where there will be no transactions or settlements of currency repurchases. The start time of trading in the stock, financial futures and derivative financial instrument markets will be announced separately. Earlier, the Central Bank of Russia announced that it would suspend securities dealers from accepting entrustments from foreign investors to sell Russian securities.</p><p>Shareholder benefits are here! Give you the top ten gold stocks! Click to view > ><img referrerpolicy=\"no-referrer\"/><img referrerpolicy=\"no-referrer\"/>Massive information and accurate interpretation, all in<a href=\"https://laohu8.com/S/SINA\">SINA</a>Finance APP</p><p>Editor in charge: Liu Xuanyi</p><p></body></html></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>European and American sanctions target Russia's foreign reserves. How big is the impact?</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\">\nEuropean and American sanctions target Russia's foreign reserves. How big is the impact?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-02-28 23:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The situation between Russia and Ukraine is in full swing, while Western countries continue to escalate sanctions and target Russia's foreign reserves.</p><p>Since February 22, Western countries have launched two waves of sanctions against Russia. On the evening of February 26, Western powers such as the United States, the European Union, the United Kingdom and Canada suddenly issued a joint statement announcing that the Russian Central Bank and several major Russian banks were prohibited from using the SWIFT system.</p><p>It is worth noting that Europe and the United States have included the Russian Central Bank in the \"SWIFT Strike List\". This is an extremely \"severe\" move to prevent the Russian Central Bank from using \"abundant\" foreign exchange reserves to reduce the effect of sanctions.</p><p>Michael S. Bernstam, a researcher at the Hoover Institution of Stanford University, previously published an article in the \"Capitol Hill\" saying that the threat of sanctions against the Russian central bank may prevent Russia's military actions and the outbreak of new wars in Europe.</p><p>Bernstam notes that Russia relies on its<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>$638 billion in foreign exchange reserves to shore up the exchange rate and stability of the national currency, the ruble, insuring the banking system and household deposits, preventing bank runs, bailing out foreign debts of state-owned and private enterprises, and managing $185 billion in sovereign wealth funds in response to fiscal emergencies.</p><p>But Russia will not obediently \"surrender\". Nowadays, Russia's foreign exchange reserves have been quite diversified and its dependence on the US dollar has been greatly reduced. Relying solely on attacking Russia's foreign reserves may not achieve the expected results of European and American countries.</p><p><b>Why is it so powerful?</b></p><p>According to Bernstam, a big reason is the combination of convertible currencies and the digitalization of international finance in the 21st century.</p><p>If Russia were a closed economy with non-convertible currencies like the now-defunct Soviet Union, its foreign exchange reserves would not be affected.</p><p>But in the 21st century, the Russian economy is open, the ruble is convertible, and both are backed by foreign reserves. But these reserves are largely electronic accounts of the Russian central bank in accounts with the Federal Reserve, the European Central Bank and similar Western institutions and clearing houses, without physical bonds and paper proofs.</p><p>According to this statement, government bonds and other securities in western countries, as well as sovereign deposits in western central banks and commercial banks, are dematerialized and undocumented.</p><p>For example, the U.S. Treasury Bond held by the central banks of 200 countries are only computerized accounts in the Federal Reserve Bank of new york, which are traded by dealers authorized by the Federal Reserve of new york, and the sales proceeds are electronically transmitted to correspondent banks through the Federal Reserve wire transfer and automated settlement system.</p><p><b>What are the risks for Russia?</b></p><p>From this perspective, Bernstam believes that if the Russian central bank is sanctioned, the US $638 billion in foreign exchange reserves will shrink to only their residual value. Of the $638 billion in foreign exchange reserves, only $12 billion is cash denominated in dollars and euros in the coffers of the Russian central bank. If the Russian central bank is sanctioned by the West, it will be difficult to sell all the $139 billion worth of gold in its reserves.</p><p>And about $403 billion-almost two-thirds of foreign exchange reserves-are securities and deposits denominated in dollars, euros, pounds and other Western currencies. If sanctions are imposed on the Russian central bank, the US $403 billion of foreign exchange electronic assets held by Russia in the West may become unavailable. Sanctions on the Russian central bank will bring foreign exchange runs, bank runs and supply chain runs.</p><p>Bernstam also pointed out that since only $12 billion is available to support the ruble, the ruble exchange rate will depreciate. People will use any foreign currency they can get at any price as a store of value.</p><p>Here's the problem.</p><p>Compared with the ruble, Russian households and businesses prefer foreign exchange. They hold $268 billion in deposits in state-owned savings banks and commercial banks, but they will run to the banks to withdraw dollars and euros.</p><p>And this cash is something that banks don't have on hand, nor can they get from central banks that don't have foreign exchange. Unless the government forcibly converts foreign exchange deposits into rubles, the banking system will suffer. Without access to sovereign wealth funds to support the government's social spending, the situation could be worse: across the supply chain, suppliers will claim dollars from customers, while efficient parts of the economy will be dollarized, while others will incur supply bottlenecks and factory shutdowns.</p><p>Taken together, Bernstam believes that imposing sanctions on the central bank is a considerable risk for Russia.</p><p><b>Russia's counterattack</b></p><p>In the face of financial sanctions from Europe and the United States and even prohibiting the Russian Central Bank and several major Russian banks from using the SWIFT system, Russia is not defenseless.</p><p>Since the financial crisis in 2008, in order to implement de-dollarization, Russia has formulated a complete strategy, and adopted de-dollarization measures such as reducing the direct use of the US dollar, reducing the proportion of foreign exchange reserves, substantially selling US Treasury Bond, expanding non-US dollar financing, increasing its holdings of gold, and establishing its own payment system and financial information exchange system.</p><p>A series of measures have not only improved the degree of de-dollarization, but also increased the financial system's ability to cope with risks.</p><p>It is worth mentioning that, unlike other countries in the world that store gold in the United States, Russia has no gold storage in the United States out of distrust of the United States, and Russian gold is stored in the warehouse of the Russian Central Bank in Moscow.</p><p>In addition, Russia has achieved good results in a series of aspects, such as expanding non-US dollar financing channels, currency swap and local currency settlement, and establishing its own payment system and financial information exchange system.</p><p>Nowadays, Russia's foreign exchange reserves have been quite diversified and its dependence on the US dollar has been greatly reduced. To a certain extent, sufficient preparations have helped Russia build a powerful financial \"fortress\".</p><p>At the same time, the Russian central bank also significantly raised the benchmark interest rate, prohibited foreigners from selling and forced foreign exchange sales.</p><p>On February 28, the Central Bank of Russia raised its key interest rate to 20%, the highest level in nearly two decades, compared with 9.5%.</p><p>The Russian central bank said that the external environment has changed dramatically, and rate hike is necessary to enhance the attractiveness of deposits. The Russian central bank said the rate hike was ready to take further measures to adjust interest rates in order to offset the depreciation of the ruble and increased inflation risks.</p><p>The Central Bank of Russia also announced the postponement of transactions in the foreign exchange and currency markets, where there will be no transactions or settlements of currency repurchases. The start time of trading in the stock, financial futures and derivative financial instrument markets will be announced separately. Earlier, the Central Bank of Russia announced that it would suspend securities dealers from accepting entrustments from foreign investors to sell Russian securities.</p><p>Shareholder benefits are here! Give you the top ten gold stocks! Click to view > ><img referrerpolicy=\"no-referrer\"/><img referrerpolicy=\"no-referrer\"/>Massive information and accurate interpretation, all in<a href=\"https://laohu8.com/S/SINA\">SINA</a>Finance APP</p><p>Editor in charge: Liu Xuanyi</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3652988\">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/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"159934":"黄金ETF","161125":"标普500","513500":"标普500ETF","518880":"黄金ETF","DXD":"两倍做空道琼30指数ETF-ProShares","EUO":"欧元ETF-ProShares两倍做空","OEF":"标普100指数ETF-iShares","FXE":"欧元做多ETF-CurrencyShares","SSO":"2倍做多标普500ETF-ProShares","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IVV":"标普500ETF-iShares","TQQQ":"纳指三倍做多ETF","SDOW":"三倍做空道指30ETF-ProShares","BK4534":"瑞士信贷持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","UDOW":"三倍做多道指30ETF-ProShares","SPY":"标普500ETF","GLD":"黄金ETF-SPDR","UPRO":"三倍做多标普500ETF-ProShares","DJX":"1/100道琼斯","SDS":"两倍做空标普500 ETF-ProShares","SH":"做空标普500-Proshares","DUST":"二倍做空黄金矿业指数ETF-Direxion","DDM":"2倍做多道指ETF-ProShares","QQQ":"纳指100ETF","BK4559":"巴菲特持仓","BK4504":"桥水持仓","GDX":"黄金矿业ETF-VanEck","BK4550":"红杉资本持仓","DOG":"道指ETF-ProShares做空","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯","PSQ":"做空纳斯达克100指数ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3652988","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2214161887","content_text":"俄乌局势如火如荼，而西方国家不断升级制裁，裁剑指俄罗斯外储。2月22日开始，西方各国对俄罗斯先后发起了两波制裁。2月26日晚间，美国、欧盟、英国和加拿大等西方大国突然发表联合声明，宣布禁止俄罗斯央行及几家俄主要银行使用SWIFT系统。值得注意的是，欧美在“SWIFT打击名单”中带上了俄央行，这是极其“严厉”的一招，目的在于防止俄罗斯央行通过动用“充裕的”外汇储备来降低制裁效果。斯坦福大学胡佛研究所研究员Michael S． Bernstam此前在《国会山报》刊文表示，对俄罗斯央行制裁的威胁，可能阻止俄罗斯的军事行动和在欧洲爆发新的战争。Bernstam指出，俄罗斯依赖其中央银行6380亿美元的外汇储备来支撑国家货币卢布的汇率和稳定，为银行系统和家庭存款提供保险，防止银行挤兑，救助国有和私营企业的外债，并管理1850亿美元的主权财富基金以应对财政紧急情况。但俄罗斯也不会乖乖“束手就擒”。如今俄罗斯的外汇储备已相当多元化、对美元依赖程度已大幅降低。仅仅依靠攻击俄罗斯的外储，未必能达到欧美国家预期的效果。为什么会有如此大的威力？Bernstam表示，一个重要原因是21世纪可兑换货币和国际金融数字化的结合。如果俄罗斯是一个像现已解体的苏联那样拥有不可兑换货币的封闭经济体，那么它的外汇储备将不会受到影响。但在21世纪，俄罗斯经济是开放的，卢布是可兑换的，两者都有外汇储备的支持。但这些储备主要是俄罗斯央行在美联储、欧洲央行以及类似的西方机构和清算机构的账户中的电子账目，没有实物债券和纸质证明。按照这种说法，西方国家的政府债券和其他证券，以及在西方中央银行和商业银行的主权存款，都是非实物化和无纸质证明的。例如，由200个国家的中央银行持有的美国国债在纽约联邦储备银行中仅是电脑上的账目，由纽约联储授权的交易商进行交易，销售收益通过美联储电汇和自动结算系统以电子方式传输到代理银行。 对俄罗斯来说，风险有多大？Bernstam认为，从这个角度来看，如果俄罗斯央行受到制裁，6380亿美元的外汇储备就会缩水到仅剩其残值。在6380亿美元的外汇储备中，只有120亿美元是俄罗斯央行金库中以美元和欧元计价的现金。而俄罗斯央行受到西方制裁的话，储备中价值1390亿美元的黄金将很难全部出售。而大约4030亿美元——几乎是外汇储备的三分之二，是以美元、欧元、英镑和其他西方货币计价的证券和存款。如果对俄罗斯央行实施制裁，俄罗斯在西方持有的4030亿美元外汇电子资产可能无法使用。对俄罗斯央行的制裁会带来外汇挤兑、银行挤兑和供应链挤兑。Bernstam还指出，由于只有120亿美元可用来支撑卢布，卢布汇率将会贬值。人们会用他们能以任何价格获得的任何外币作为价值储存手段。问题就在这里。与卢布相比，俄罗斯家庭和企业更青睐外汇，他们在国有储蓄银行和商业银行持有2680亿美元的存款，但他们会跑到银行来提取美元和欧元。而这些现金是银行手头没有的，也无法从没有外汇的央行那里获得。除非政府强行将外汇存款兑换成卢布，否则银行系统将会遭受冲击。由于无法获得主权财富基金来支持政府的社会支出，情况可能会更加严重：在整个供应链上，供应商将从客户那里索取美元，而经济中的有效部分将美元化，而其他部分将招致供应瓶颈和工厂停工。综上来看，Bernstam认为，对央行实施制裁对俄罗斯来说是相当大的风险。 俄罗斯的反击面对欧美的金融制裁甚至是禁止俄罗斯央行及几家俄主要银行使用SWIFT系统，俄罗斯也并不是毫无防备。2008年金融危机以来，为实施去美元化，俄罗斯制定了完整的策略，采取了减少美元直接使用、降低在外汇储备中的比例、大幅抛售美国国债、拓展非美元融资、增持黄金、建立本国的支付系统和金融信息交换系统等去美元化措施。一系列举措不仅提高了去美元化程度，同时也增使得金融系统应对风险能力不断增强。值得一提的是，不同于世界上其他国家将黄金储存在美国，出于对美国的不信任，俄罗斯在美国没有黄金储存，俄罗斯的黄金都储藏在俄央行在莫斯科的仓库里。此外，俄罗斯在拓展非美元融资渠道、货币互换与本币结算、建立本国的支付系统和金融信息交换系统等一系列方面皆收到了不错的成效。如今俄罗斯的外汇储备已相当多元化、对美元依赖程度已大幅降低。一定程度上，充足的准备帮助俄罗斯构建起了强大的金融“要塞”。与此同时，俄罗斯央行还大幅提高了基准利率，禁止外国人抛售，强制售汇。2月28日，俄罗斯央行将关键利率提升至20%，为近二十年来的最高水平，前值为9.5%。俄罗斯央行表示，外部环境发生了巨大变化，有必要加息以增强存款的吸引力。俄罗斯央行称，加息是为了抵消卢布贬值和通胀风险的增加，已准备好采取进一步措施调整利率。俄罗斯央行还宣布推迟外汇和货币市场的交易，货币市场上将不会进行货币回购的交易或结算。股票、金融期货和衍生金融工具市场的交易开始时间将另行公布。此前，俄罗斯央行宣布暂停证券交易商接受外国投资者关于出售俄罗斯有价证券的委托。股民福利来了！送您十大金股！点击查看>>海量资讯、精准解读，尽在新浪财经APP责任编辑：刘玄逸","news_type":1,"symbols_score_info":{"159934":0.6,"161125":0.6,"513500":0.6,"518880":0.6,"SGCmain":0.6,"FXE":0.6,"SDS":0.6,"SDOW":0.6,"MEURmain":0.6,"SGUmain":0.6,"EUO":0.6,"GLD":0.6,"MNQmain":0.6,"UBmain":0.64,"IVV":0.6,"QQQ":0.6,"GCmain":0.9,"ZTmain":0.64,"UDOW":0.6,"UPRO":0.6,"NUGT":0.6,"MGCmain":0.6,"DJX":0.6,"SQQQ":0.6,"SPY":0.86,"EURmain":0.9,"ZBmain":0.64,"ESmain":0.6,"OEF":0.6,"DXD":0.6,"NQmain":0.6,"DUST":0.6,"GDX":0.6,"TQQQ":0.6,"ZFmain":0.64,".DJI":0.9,"QLD":0.6,".IXIC":0.9,"DDM":0.6,"PSQ":0.6,".SPX":0.6,"DOG":0.6,"SH":0.6,"ZNmain":0.64,"TNmain":0.64,"SSO":0.6}},"isVote":1,"tweetType":1,"viewCount":3644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039856368,"gmtCreate":1646007587578,"gmtModify":1676534081130,"author":{"id":"3575508103712478","authorId":"3575508103712478","name":"SP2021","avatar":"https://static.tigerbbs.com/bb4b05cedc2864e9c2d8796bb319f4bb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575508103712478","idStr":"3575508103712478"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039856368","repostId":"2214132600","repostType":4,"isVote":1,"tweetType":1,"viewCount":4078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039363730,"gmtCreate":1645926622918,"gmtModify":1676534075158,"author":{"id":"3575508103712478","authorId":"3575508103712478","name":"SP2021","avatar":"https://static.tigerbbs.com/bb4b05cedc2864e9c2d8796bb319f4bb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575508103712478","idStr":"3575508103712478"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039363730","repostId":"1105748308","repostType":4,"repost":{"id":"1105748308","kind":"news","pubTimestamp":1645863456,"share":"https://ttm.financial/m/news/1105748308?lang=en_US&edition=fundamental","pubTime":"2022-02-26 16:17","market":"hk","language":"zh","title":"TikTok e-commerce's GMV will reach a maximum of about 6 billion in 2021, and its goal will double this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1105748308","media":"36氪","summary":"TikTok电商2022年GMV目标接近120亿元，在2021年的基础上翻了接近一倍。","content":"<p><html><head></head><body>36Kr learned from multiple sources that the maximum GMV of TikTok e-commerce in 2021 will be about 6 billion yuan, of which more than 70% of GMV will come from Indonesia, and the remaining less than 30% will come from the United Kingdom. 36 Krypton also learned that the GMV target of TikTok e-commerce in 2022 is close to 12 billion yuan, which has nearly doubled on the basis of 2021.</p><p>36Kr asked ByteDance for verification of this news, but as of press time, the other party has not responded.</p><p>In contrast, Douyin e-commerce, as ByteDance's domestic e-commerce business, achieved about 500 billion GMV in 2020 at the beginning of its establishment. According to 36 Krypton, the wide-caliber GMV of Douyin e-commerce in 2021 will reach nearly one trillion.</p><p>After the same year of operation, the GMV of TikTok e-commerce last year was only 1% of that of Douyin e-commerce in 2020, and of this 1%, most of the GMV was contributed by the Indonesian market. The ceiling of the European and American markets represented by the UK is higher, and it is also more It is valued by TikTok officials, but has not achieved significant results.</p><p>In April 2021, TikTok started with Indonesia and the United Kingdom to test the live broadcast e-commerce business, launched the live broadcast shopping small yellow car function, and ran the entire cross-border e-commerce process from marketing, sales to logistics, after-sales customer service, etc. in the above two places.</p><p>A person close to TikTok e-commerce told 36Kr that at a review meeting at the end of last year, the relevant person in charge said that Indonesian GMV accounted for more than 70%. A medium-sized live broadcast room in China. Internally, it is believed that the Indonesian market performed relatively successfully last year and plans to increase resource investment.</p><p>The Indonesian market can achieve remarkable results after testing the waters for one year, which is related to the scale and maturity of the local e-commerce market. According to data from research firm Momentum Works, Indonesia's e-commerce sales in 2020 were US $32.2 billion, ranking fourth in the world after China, South Korea and the United Kingdom, and it is the largest e-commerce market in Southeast Asia. And e-commerce sales only accounted for 20% of Indonesia's total retail sales that year. According to SenseTower data, TikTok has about 200 million user downloads in Indonesia, accounting for more than 40% of the entire Southeast Asia region.</p><p>In addition to its large market size, Indonesia is also a country with relatively complete e-commerce infrastructure in Southeast Asia. OVO has more than 20 million monthly active users, forming the four mainstream mobile payment channels together with Dana, LinkAja and Shopee Pay. In addition to payment, Indonesia's logistics and network facilities can also meet the needs of live e-commerce.</p><p>Southeast Asia is also the first market successfully entered by Chinese e-commerce companies. Ali first acquired Lazada in 2016 to lay out the Southeast Asian e-commerce market, relying on strong strategies such as free shipping and strong marketing strategies. Shopee, backed by Tencent, surpassed Lazada in 2019 to become Southeast Asia. The largest e-commerce platform, by drawing on domestic e-commerce experience, the two platforms have initially completed consumer education and cultivated the online shopping habits of Indonesian users.</p><p>Compared with Indonesia, there has been no Chinese e-commerce platform in the UK before, and it has no advantages in logistics, supply chain, etc. It still takes time to cultivate local users' live shopping habits.</p><p>A TikTok service provider told 36Kr that the team's current live broadcast room GMV in the UK is mainly driven by the 3C category officially subsidized by TikTok, and an iPhone can receive a subsidy of up to 20%.</p><p>In addition to platform subsidies, TikTok also implements a three-month free delivery subsidy for new merchants. On the logistics side, platforms such as Amazon have achieved one-day and next-day delivery in the UK, but the above-mentioned service providers said that the logistics services used by TikTok require a delivery cycle of as little as one week to as much as ten days, and package loss and damage also occur from time to time.</p><p>According to 36 Krypton, TikTok e-commerce plans to enter major mainstream markets in the next five years, reaching a scale of 100 billion US dollars. The market size in Southeast Asia is limited, and the key to achieving this goal lies in whether it can successfully open up the European and American markets. The temporary obstruction in the UK has forced TikTok to rethink its operating strategy in the European and American markets this year. Due to policy reasons, TikTok did not open the shopping yellow cart function required for live broadcast e-commerce in the United States last year. This year, TikTok plans to ensure data compliance. Open live e-commerce functions on the basis.</p><p>36Kr learned that after March this year, TikTok will also open its live broadcast e-commerce business in more Southeast Asian and Western European countries around Indonesia and the United Kingdom.</p><p>In response to the challenge of opening up more national markets this year, TikTok is replenishing supply chain capabilities. A person close to TikTok e-commerce told 36Kr that Kang Zeyu, the head of TikTok e-commerce, has been focusing on investigating factories and industrial belts in Jiangsu, Zhejiang, South China and other places in the past six months, trying to establish a \"selected alliance\" similar to Douyin e-commerce within TikTok. Anchor merchant selection channel.</p><p>However, the goods selection logic of cross-border e-commerce is very different from that of domestic live broadcast e-commerce. A senior cross-border e-commerce practitioner believes that the current consumption of e-commerce advertisements on TikTok, especially performance advertisements, is mainly a group of Chinese overseas brands and MCNs. Their overall advertising consumption is not large, but they are really selling goods. TikTok has not been able to leverage Chinese cross-border sellers, international brands, and local brands, and they will become the hard bones that TikTok needs to chew this year.</p><p>Like Douyin e-commerce, the advertising value created by e-commerce will also become the most important growth point of TikTok in the future. According to 36 Krypton, TikTok's main monetization at this stage comes from games. Last year, the advertising revenue from the game industry accounted for 50% above, the proportion of e-commerce is very low. The development of e-commerce business will help more big brands and big seller customers spend their advertising budgets on TikTok.</p><p>It is rumored that cross-border e-commerce makes money by selling popular products. Once the product is sold out, it needs sufficient supply of goods and strong supply chain negotiation ability as support. TikTok's advantage lies in traffic, but how to create popular products and how to undertake the benefits brought by popular products. Supply chain pressure, there has not yet been a case of explosive products that is enough to make these cross-border merchants greedy.</p><p>On the logistics side, there are market rumors that ByteDance is negotiating cooperation with Jitu, but ByteDance said that the news is untrue. However, whether it is competing with Shopee and Lazada in the Southeast Asian market, or competing with Amazon in the European and American markets, TikTok's existing logistics capabilities are not enough to support long-term competition with competitors, and it is imperative to cooperate with logistics companies with stronger comprehensive strength.</p><p></body></html></p>","source":"36k","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>TikTok e-commerce's GMV will reach a maximum of about 6 billion in 2021, and its goal will double 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\">\nTikTok e-commerce's GMV will reach a maximum of about 6 billion in 2021, and its goal will double this year\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">36氪</strong><span class=\"h-time small\">2022-02-26 16:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>36Kr learned from multiple sources that the maximum GMV of TikTok e-commerce in 2021 will be about 6 billion yuan, of which more than 70% of GMV will come from Indonesia, and the remaining less than 30% will come from the United Kingdom. 36 Krypton also learned that the GMV target of TikTok e-commerce in 2022 is close to 12 billion yuan, which has nearly doubled on the basis of 2021.</p><p>36Kr asked ByteDance for verification of this news, but as of press time, the other party has not responded.</p><p>In contrast, Douyin e-commerce, as ByteDance's domestic e-commerce business, achieved about 500 billion GMV in 2020 at the beginning of its establishment. According to 36 Krypton, the wide-caliber GMV of Douyin e-commerce in 2021 will reach nearly one trillion.</p><p>After the same year of operation, the GMV of TikTok e-commerce last year was only 1% of that of Douyin e-commerce in 2020, and of this 1%, most of the GMV was contributed by the Indonesian market. The ceiling of the European and American markets represented by the UK is higher, and it is also more It is valued by TikTok officials, but has not achieved significant results.</p><p>In April 2021, TikTok started with Indonesia and the United Kingdom to test the live broadcast e-commerce business, launched the live broadcast shopping small yellow car function, and ran the entire cross-border e-commerce process from marketing, sales to logistics, after-sales customer service, etc. in the above two places.</p><p>A person close to TikTok e-commerce told 36Kr that at a review meeting at the end of last year, the relevant person in charge said that Indonesian GMV accounted for more than 70%. A medium-sized live broadcast room in China. Internally, it is believed that the Indonesian market performed relatively successfully last year and plans to increase resource investment.</p><p>The Indonesian market can achieve remarkable results after testing the waters for one year, which is related to the scale and maturity of the local e-commerce market. According to data from research firm Momentum Works, Indonesia's e-commerce sales in 2020 were US $32.2 billion, ranking fourth in the world after China, South Korea and the United Kingdom, and it is the largest e-commerce market in Southeast Asia. And e-commerce sales only accounted for 20% of Indonesia's total retail sales that year. According to SenseTower data, TikTok has about 200 million user downloads in Indonesia, accounting for more than 40% of the entire Southeast Asia region.</p><p>In addition to its large market size, Indonesia is also a country with relatively complete e-commerce infrastructure in Southeast Asia. OVO has more than 20 million monthly active users, forming the four mainstream mobile payment channels together with Dana, LinkAja and Shopee Pay. In addition to payment, Indonesia's logistics and network facilities can also meet the needs of live e-commerce.</p><p>Southeast Asia is also the first market successfully entered by Chinese e-commerce companies. Ali first acquired Lazada in 2016 to lay out the Southeast Asian e-commerce market, relying on strong strategies such as free shipping and strong marketing strategies. Shopee, backed by Tencent, surpassed Lazada in 2019 to become Southeast Asia. The largest e-commerce platform, by drawing on domestic e-commerce experience, the two platforms have initially completed consumer education and cultivated the online shopping habits of Indonesian users.</p><p>Compared with Indonesia, there has been no Chinese e-commerce platform in the UK before, and it has no advantages in logistics, supply chain, etc. It still takes time to cultivate local users' live shopping habits.</p><p>A TikTok service provider told 36Kr that the team's current live broadcast room GMV in the UK is mainly driven by the 3C category officially subsidized by TikTok, and an iPhone can receive a subsidy of up to 20%.</p><p>In addition to platform subsidies, TikTok also implements a three-month free delivery subsidy for new merchants. On the logistics side, platforms such as Amazon have achieved one-day and next-day delivery in the UK, but the above-mentioned service providers said that the logistics services used by TikTok require a delivery cycle of as little as one week to as much as ten days, and package loss and damage also occur from time to time.</p><p>According to 36 Krypton, TikTok e-commerce plans to enter major mainstream markets in the next five years, reaching a scale of 100 billion US dollars. The market size in Southeast Asia is limited, and the key to achieving this goal lies in whether it can successfully open up the European and American markets. The temporary obstruction in the UK has forced TikTok to rethink its operating strategy in the European and American markets this year. Due to policy reasons, TikTok did not open the shopping yellow cart function required for live broadcast e-commerce in the United States last year. This year, TikTok plans to ensure data compliance. Open live e-commerce functions on the basis.</p><p>36Kr learned that after March this year, TikTok will also open its live broadcast e-commerce business in more Southeast Asian and Western European countries around Indonesia and the United Kingdom.</p><p>In response to the challenge of opening up more national markets this year, TikTok is replenishing supply chain capabilities. A person close to TikTok e-commerce told 36Kr that Kang Zeyu, the head of TikTok e-commerce, has been focusing on investigating factories and industrial belts in Jiangsu, Zhejiang, South China and other places in the past six months, trying to establish a \"selected alliance\" similar to Douyin e-commerce within TikTok. Anchor merchant selection channel.</p><p>However, the goods selection logic of cross-border e-commerce is very different from that of domestic live broadcast e-commerce. A senior cross-border e-commerce practitioner believes that the current consumption of e-commerce advertisements on TikTok, especially performance advertisements, is mainly a group of Chinese overseas brands and MCNs. Their overall advertising consumption is not large, but they are really selling goods. TikTok has not been able to leverage Chinese cross-border sellers, international brands, and local brands, and they will become the hard bones that TikTok needs to chew this year.</p><p>Like Douyin e-commerce, the advertising value created by e-commerce will also become the most important growth point of TikTok in the future. According to 36 Krypton, TikTok's main monetization at this stage comes from games. Last year, the advertising revenue from the game industry accounted for 50% above, the proportion of e-commerce is very low. The development of e-commerce business will help more big brands and big seller customers spend their advertising budgets on TikTok.</p><p>It is rumored that cross-border e-commerce makes money by selling popular products. Once the product is sold out, it needs sufficient supply of goods and strong supply chain negotiation ability as support. TikTok's advantage lies in traffic, but how to create popular products and how to undertake the benefits brought by popular products. Supply chain pressure, there has not yet been a case of explosive products that is enough to make these cross-border merchants greedy.</p><p>On the logistics side, there are market rumors that ByteDance is negotiating cooperation with Jitu, but ByteDance said that the news is untrue. However, whether it is competing with Shopee and Lazada in the Southeast Asian market, or competing with Amazon in the European and American markets, TikTok's existing logistics capabilities are not enough to support long-term competition with competitors, and it is imperative to cooperate with logistics companies with stronger comprehensive strength.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://36kr.com/p/1626056933176837\">36氪</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1bf636ec8cc0b56a010568ee2f383262","relate_stocks":{"BK1590":"短视频概念股"},"source_url":"https://36kr.com/p/1626056933176837","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105748308","content_text":"36氪从多个信源处了解到，TikTok电商2021年GMV最高约60亿元，其中GMV占比约70%以上来自印度尼西亚，剩余不到30%来自英国。36氪另外了解到，TikTok电商2022年GMV目标接近120亿元，在2021年的基础上翻了接近一倍。36氪就此消息向字节跳动方面求证，截至发稿对方暂无回应。相比之下，抖音电商作为字节跳动在国内的电商业务，在成立之初的2020年便实现了约5000亿GMV。据36氪了解，抖音电商2021年宽口径GMV更是达到了近万亿。同样运作一年时间，TikTok电商去年的GMV只有抖音电商2020年的1%，而这1%中，绝大部分GMV又由印尼市场贡献，英国所代表欧美市场天花板更高，也更被TikTok官方所重视，却并没有取得显著成绩。2021年4月， TikTok以印尼、英国为起点试水直播电商业务，开通直播购物小黄车功能，并在上述两地跑通从营销、销售到物流、售后客服等跨境电商全流程。一位接近TikTok电商的人士告诉36氪，在去年年底的一次复盘会上，相关负责人表示印尼其GMV占比达到70%以上，相比之下，英国一天的GMV体量大约只相当于国内一个中型的直播间。内部认为印尼市场去年表现较为成功，并计划加大资源投入。印尼市场试水一年便能取得显著成绩，这与当地电商市场具备规模且成熟有关。研究机构Momentum Works数据显示，2020年印尼电商销售额322亿美元，仅次于中国、韩国和英国在全球排名第四，为东南亚地区最大的电商市场。且电商销售额只占印尼当年零售总额的20%。据SenseTower数据，TikTok在印尼约有2亿用户下载量，占到整个东南亚地区40%以上。除了市场规模大，印尼也是东南亚地区电商基础设施较为完善的国家。OVO 月活用户超过 2000 万，与 Dana、LinkAja 和 Shopee Pay构成四大主流移动支付渠道。除了支付，印尼的物流和网络设施也能满足直播电商的需求。东南亚也是中国电商公司最先成功进入的市场，阿里最早于2016年通过收购Lazada布局东南亚电商市场，依靠包邮和强营销策略等强势打法，背靠腾讯的Shopee于 2019 年超越Lazada成为东南亚第一大电商平台，通过借鉴国内电商经验，两大平台初步完成了消费者教育并培养了印尼用户的线上购物习惯。相比印尼，英国地区此前没有中国电商平台进入，在物流、供应链等方面都没有均没有优势，培养当地的用户直播购物习惯仍需时间。一位TikTok服务商告诉36氪，团队目前在英国地区的直播间GMV主要靠TikTok官方补贴的3C品类拉动，一部iPhone能给到高达20%的补贴。除了平台补贴，TikTok还对新入驻的商家实行三个月免费发货补贴。在物流端，亚马逊等平台已经在英国实现一日达、次日达，但上述服务商表示，TikTok所使用的物流服务则需要少则一星期，多则十几天的发货周期，丢包和损坏的情况也时有发生。据36氪了解，TikTok电商计划在未来五年内进入各大主流市场，达到千亿美金规模。东南亚的市场规模有限，实现这一目标的关键正在于能否成功打开欧美市场。英国暂时受阻使得TikTok今年不得不重新思考在欧美市场的运营策略，由于政策原因，TikTok去年并未在美国开放直播电商所需的购物小黄车功能，今年TikTok计划在保证数据合规的基础上开放直播电商功能。36氪了解到，今年3月后，TikTok还将围绕印尼和英国两地，在更多东南亚和西欧国家开放直播电商业务。为了应对今年开拓更多国家市场的挑战，TikTok正在补足供应链能力。一位接近TikTok电商的人士告诉36氪，TikTok电商负责人康泽宇最近半年正在重点调研江浙、华南等地的工厂和产业带，试图在TikTok内建立类似抖音电商”精选联盟”的主播商家选货渠道。但跨境电商的选货逻辑与国内直播电商有很大差异。一位跨境电商资深从业者认为，目前在TikTok上消耗电商广告，尤其是效果广告的主要是一批中国出海品牌以及MCN，他们的广告消耗总体量不大，反而是真正有卖货刚需的中国跨境卖家以及国际品牌、本土品牌，TikTok还没能撬动，而他们会成为TikTok今年需要啃下的硬骨头。与抖音电商一样，电商所创造的广告价值也将成为TikTok未来最重要的增长点，据36氪了解，TikTok现阶段主要变现来自游戏，去年来自游戏行业的广告营收占到50%以上，电商的占比则很低。发展电商业务将有助于更多大品牌、大卖家客户在TikTok消耗广告预算。传跨境电商以打爆款赚钱，产品一旦卖爆，需要充足的货源和强势的供应链谈判能力作为支撑，TikTok的优势在于流量，但如何打造爆款，如何承接爆款所带来的供应链压力，目前尚未出现足以让这批跨境商家眼馋的爆款案例。在物流侧，市场传闻字节跳动正在与极兔谈判合作，对此字节跳动表示消息不实。不过，无论是在东南亚市场和Shopee、Lazada竞争，还是在欧美市场和亚马逊竞争，TikTok现有的物流能力都不足以支撑与对手长期抗衡，与综合实力更强的物流公司合作势在必行。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}