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富川
富川
·
01-16
$三倍做多半导体ETF-Direxion Daily(SOXL)$
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富川
富川
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2025-11-20
$三倍做多富时中国ETF-Direxion(YINN)$
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富川
富川
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2025-11-20
$三倍做多富时中国ETF-Direxion(YINN)$
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富川
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2022-12-26
👍
Big reversal, northbound funds bucked the market and increased their positions, increasing their holdings in these three industries in a week!
北上资金逆市加仓，美容护理、通信、食品饮料行业成“香饽饽”。A股市场本周震荡下跌，上证指数跌破60日均线，一周累计跌3.85%；深证成指累计跌3.94%，创业板指累计跌3.69%。市场下跌的同时北上资
Big reversal, northbound funds bucked the market and increased their positions, increasing their holdings in these three industries in a week!
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富川
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2022-12-11
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Fed dove ≠ U.S. stocks rise? The market is beginning to worry about a recession storm
有关美国经济正滑向衰退的持续警告终于触动了华尔街的神经。有关美国经济正滑向衰退的持续警告终于触动了华尔街的神经。过去两个月里，投资者无视各种警告——从40年来最严重的美债收益率曲线倒挂，到2022年油
Fed dove ≠ U.S. stocks rise? The market is beginning to worry about a recession storm
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富川
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2022-12-02
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Foreign media headlines | U.S. core PCE still far exceeds the Fed's target, and there is little hope of a soft landing
10月美国一项基准通胀指标——核心PCE同比上涨5%，同比升幅6%，仍远高于美联储2%的目标，美联储通胀降温但经济不衰退的希望仍然渺茫。美联储主席鲍威尔本周强调，核心PCE是他认为更能准确反映通胀走向的指标。 在截至11月19日当周，美国持续申领失业救济人数增加5.7万人，至160万人，为一年来最大增幅。 美国商务部周四发布的数据显示，10月份个人储蓄占可支配收入之比降至2.3%。
Foreign media headlines | U.S. core PCE still far exceeds the Fed's target, and there is little hope of a soft landing
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富川
富川
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2022-11-18
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Masayoshi Son announces farewell
“这将是我最后一次在财务业绩会上发言。”在最新软银集团财季报告的舞台上，孙正义郑重宣布以后不再出席软银的财报会议，并将集团的日常管理工作移交给CFO后藤芳光（Yoshimitsu Goto）等高管。这
Masayoshi Son announces farewell
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富川
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2022-11-17
[微笑]
Sorry, this post has been deleted
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富川
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2022-10-27
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Sorry, this post has been deleted
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富川
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2022-10-24
😶
Hang Seng Technology Index fell more than 5%, and technology stocks continued to fall
10月24日，港股持续走低，恒生指数跌超4%，恒生科技指数跌超5%；科技股持续下跌，腾讯控股、美团-W、京东集团-SW、百度集团-SW、哔哩哔哩-W跌超7%。
Hang Seng Technology Index fell more than 5%, and technology stocks continued to fall
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href=\"https://ttm.financial/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a> ","listText":"<a href=\"https://ttm.financial/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a> ","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[{"img":"https://community-static.tradeup.com/news/6c0695702ef165dc46d98fbfdcc7b9c7","width":"858","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/522071412639176","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":502064103338904,"gmtCreate":1763583816372,"gmtModify":1763583819043,"author":{"id":"4090574021972690","authorId":"4090574021972690","name":"富川","avatar":"https://community-static.tradeup.com/news/07ec540f55a9536b728e59a537869d3e","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090574021972690","idStr":"4090574021972690"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a> [白眼] ","listText":"<a href=\"https://ttm.financial/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a> [白眼] ","text":"$三倍做多富时中国ETF-Direxion(YINN)$ [白眼]","images":[{"img":"https://community-static.tradeup.com/news/ab4c4e978d04542c29d7bb43e98745a6","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/502064103338904","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":502063573049600,"gmtCreate":1763583759420,"gmtModify":1763583762158,"author":{"id":"4090574021972690","authorId":"4090574021972690","name":"富川","avatar":"https://community-static.tradeup.com/news/07ec540f55a9536b728e59a537869d3e","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090574021972690","idStr":"4090574021972690"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a> [流泪] ","listText":"<a href=\"https://ttm.financial/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a> [流泪] ","text":"$三倍做多富时中国ETF-Direxion(YINN)$ [流泪]","images":[{"img":"https://community-static.tradeup.com/news/365afa978f8bc0bf1824141a315ef73f","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/502063573049600","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9925872799,"gmtCreate":1672006563612,"gmtModify":1676538619867,"author":{"id":"4090574021972690","authorId":"4090574021972690","name":"富川","avatar":"https://community-static.tradeup.com/news/07ec540f55a9536b728e59a537869d3e","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090574021972690","idStr":"4090574021972690"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925872799","repostId":"1154178439","repostType":4,"repost":{"id":"1154178439","kind":"news","weMediaInfo":{"introduction":"数据宝——中国股市大数据新媒体领先品牌，让您用手机也能从海量数据中获得有用的决策信息支持，数据是个宝，炒股不烦恼！","home_visible":1,"media_name":"数据宝","id":"41","head_image":"https://static.tigerbbs.com/462b2cc98f70412d82b85c0c4f356ccc"},"pubTimestamp":1671954682,"share":"https://ttm.financial/m/news/1154178439?lang=en_US&edition=fundamental","pubTime":"2022-12-25 15:51","market":"sh","language":"zh","title":"Big reversal, northbound funds bucked the market and increased their positions, increasing their holdings in these three industries in a week!","url":"https://stock-news.laohu8.com/highlight/detail?id=1154178439","media":"数据宝","summary":"北上资金逆市加仓，美容护理、通信、食品饮料行业成“香饽饽”。A股市场本周震荡下跌，上证指数跌破60日均线，一周累计跌3.85%；深证成指累计跌3.94%，创业板指累计跌3.69%。市场下跌的同时北上资","content":"<p><html><head></head><body>Funds from the north increased their positions against the market trend, and the beauty care, communications, food and beverage industries became \"sweet cakes\".</p><p>The A-share market fluctuated and fell this week, with the Shanghai Composite Index falling below the 60-day moving average, with a cumulative decline of 3.85% in one week; The Shenzhen Component Index fell by 3.94%, and the ChiNext Index fell by 3.69%.</p><p>While the market fell, northbound funds increased their positions in the opposite direction. According to the statistics of Securities Times Databao, the net inflow of funds going north this week was 4.353 billion yuan; Among them, the Shanghai stock market is significantly better than the Shenzhen stock market, with a net inflow of 4.92 billion yuan from Shanghai Stock Connect and a net outflow of 566 million yuan from Shenzhen Stock Connect.</p><p><b>Hog prices fall</b></p><p><b>Individual stocks in the industry chain were reduced by northbound funds</b></p><p>According to the statistics of data treasure, a total of 10 industries have increased the shareholding of capital from the north, and the beauty care, communication, food and beverage industries have increased their positions more, and the number of shares held has increased by more than 1% week-on-week. Some cyclical industries have been continuously reduced by northbound funds. The shareholdings of nine industries, including coal, chemicals, public utilities, and power equipment, have continuously declined in the past three weeks.<b>Among them, agriculture, forestry, animal husbandry and fishery have the largest reduction in positions, with a cumulative decrease of 6.92% in shareholdings.</b></p><p>The beauty care industry was favored by northbound funds this week, with its shareholding increasing by 4.46%. The beauty care industry also outperformed the broader market this week, with the industry index falling slightly by 0.2%.<b><a href=\"https://laohu8.com/S/301009\">Reliable Shares</a>、<a href=\"https://laohu8.com/S/300957\">Bettany</a>、<a href=\"https://laohu8.com/S/300896\">Amic</a>、<a href=\"https://laohu8.com/S/002511\">Zhongshun Jierou</a></b>The cumulative increase in a week was among the top, all exceeding 3%.</p><p><b>Zhongshun Jierou</b>This week, the shareholding of capital from the north increased by more than 5 million shares, ranking first in the industry, with an increase of 10.57% from last week. The company recently released a summary of the stock incentive plan (draft). The target operating income from 2023 to 2025 is not less than 10 billion yuan, 11 billion yuan, and 12.1 billion yuan respectively, an increase of 9.29%, 20.22%, and 32.24% respectively compared with 2021, demonstrating The company's confidence in future development.</p><p>The Donghai Securities Research Report believes that looking forward to 2023, under the catalysis of the \"New Ten Articles\" of the epidemic policy, superimposed on the future trend of epidemic optimization expectations, it is believed that the fundamentals of the industry will recover, the leading domestic cosmetics products are expected to rise, and domestic substitution will accelerate; The offline consumption scene of medical beauty has recovered, and the subdivision track has developed rapidly. Leading companies are expected to usher in performance recovery.</p><p>Agriculture, forestry, animal husbandry and fishery have recently been reduced by northbound funds, among which the holdings of pig industry-related stocks have dropped significantly month-on-month, including<b><a href=\"https://laohu8.com/S/605296\">Shennong Group</a>、<a href=\"https://laohu8.com/S/002567\">Tang Ren God</a>、<a href=\"https://laohu8.com/S/002100\">Tiankang Biotech</a>、<a href=\"https://laohu8.com/S/002157\">Zhengbang Technology</a>、<a href=\"https://laohu8.com/S/300498\">Wen's Shares</a></b>Individual stocks fell by more than 15% month-on-month. Since late October, the price of live pigs has been declining continuously. According to data from the National Bureau of Statistics, the price of live pigs (external three yuan) in mid-December was 18.2 yuan/kg, a new low in the second half of this year, down 17.3% from early December.</p><p><img src=\"https://static.tigerbbs.com/3ddc3c9ccc90112546473a4247948146\" tg-width=\"892\" tg-height=\"804\" referrerpolicy=\"no-referrer\"/></p><p><b>Two major liquor leaders received funds from the north</b></p><p><b>Net inflow exceeds 3 billion yuan</b></p><p>According to data statistics, a total of 35 shares were listed on the active list of capital transactions in the north this week; In terms of industries, electrical equipment, food and beverage stocks were actively traded this week, with a total transaction volume of more than 10 billion yuan. Food and beverage and non-bank financial stocks led the net inflow, while electrical equipment and electronics stocks were reduced by northbound funds.</p><p><b><a href=\"https://laohu8.com/S/000858\">Wuliangye</a>、<a href=\"https://laohu8.com/S/600519\">Kweichow Moutai</a></b>The two major liquor leaders occupy the first and second places in the net purchase amount of actively traded stocks, respectively, with a cumulative net inflow of 2.127 billion yuan and 1.305 billion yuan in a week, respectively, and these two stocks have received net inflow of funds from the north for six consecutive trading days.</p><p>Since November, the liquor index has been rising continuously, with a cumulative increase of 34.7%.<a href=\"https://laohu8.com/S/000686\">Northeast Securities</a>It is believed that the liquor sector will show a good growth trend in 2022, and the valuation of core liquor companies will gradually fall from the high level at the beginning of the year. Looking forward to next year, the development model of high-end liquor volume and price increase is clear, and the performance is certain. The pace of investment expansion of sub-high-end liquor is accelerating, and channel power and brand power have become the key to success.</p><p>Top five net inflows this week<b><a href=\"https://laohu8.com/S/002603\">Yiling Pharmaceutical</a></b>It is also worth noting that the stock fell by 20.03% in a week, and northbound funds increased their positions against the market, with a net inflow of 948 million yuan.</p><p><b>Yiling Pharmaceutical</b>It was announced on Thursday that the company has never announced the \"Lianhua Qingwen Epidemic Prevention Prescription\" as listed in the article; We reserve the right to pursue the relevant legal responsibilities of the infringer who makes and spreads rumors. The formula of \"Lianhua Qingwen\" is an invention patent of the company, which is different from the \"formula\" listed in the article in medicinal flavor composition, prescription amount and preparation process.</p><p><img src=\"https://static.tigerbbs.com/3b22014fe0cd68b83f4a50293f942b68\" tg-width=\"860\" tg-height=\"964\" referrerpolicy=\"no-referrer\"/></p><p>According to data statistics, according to the increase in positions, there are 24 shares with a month-on-month increase of more than 100% in the number of shares held this week; Excluding the sub-new shares listed this year, the largest month-on-month increase is<b><a href=\"https://laohu8.com/S/002307\">Beixinluqiao</a></b>, Beishang Capital recently held 563,900 shares, and the number of shares held increased by 907.76% from the previous month. Followed by<b><a href=\"https://laohu8.com/S/688690\">Nanotechnology</a>、<a href=\"https://laohu8.com/S/605399\">Chenguang New Materials</a>、<a href=\"https://laohu8.com/S/002424\">Guizhou Bailing</a></b>, increasing by 271.52%, 259.25%, and 258.99% respectively.</p><p>21 shares were significantly reduced by northbound funds, and their shareholdings all fell by more than 50% month-on-month.<b>Dongfang Electric Heating, Xingyuan Environment, Calabash Baby</b>The shareholdings of Beishang Capital fell by 85.4%, 85.19%, and 76.43% respectively.</p><p><img src=\"https://static.tigerbbs.com/baeeba082b85a98dfaecc62e293890b2\" tg-width=\"724\" tg-height=\"994\" referrerpolicy=\"no-referrer\"/></p><p>Disclaimer: All information contents of Databao do not constitute investment advice. The stock market is risky, so investment should be cautious.</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>Big reversal, northbound funds bucked the market and increased their positions, increasing their holdings in these three industries in a week!</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\">\nBig reversal, northbound funds bucked the market and increased their positions, increasing their holdings in these three industries in a week!\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/41\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/462b2cc98f70412d82b85c0c4f356ccc);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">数据宝 </p>\n<p class=\"h-time smaller\">2022-12-25 15:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Funds from the north increased their positions against the market trend, and the beauty care, communications, food and beverage industries became \"sweet cakes\".</p><p>The A-share market fluctuated and fell this week, with the Shanghai Composite Index falling below the 60-day moving average, with a cumulative decline of 3.85% in one week; The Shenzhen Component Index fell by 3.94%, and the ChiNext Index fell by 3.69%.</p><p>While the market fell, northbound funds increased their positions in the opposite direction. According to the statistics of Securities Times Databao, the net inflow of funds going north this week was 4.353 billion yuan; Among them, the Shanghai stock market is significantly better than the Shenzhen stock market, with a net inflow of 4.92 billion yuan from Shanghai Stock Connect and a net outflow of 566 million yuan from Shenzhen Stock Connect.</p><p><b>Hog prices fall</b></p><p><b>Individual stocks in the industry chain were reduced by northbound funds</b></p><p>According to the statistics of data treasure, a total of 10 industries have increased the shareholding of capital from the north, and the beauty care, communication, food and beverage industries have increased their positions more, and the number of shares held has increased by more than 1% week-on-week. Some cyclical industries have been continuously reduced by northbound funds. The shareholdings of nine industries, including coal, chemicals, public utilities, and power equipment, have continuously declined in the past three weeks.<b>Among them, agriculture, forestry, animal husbandry and fishery have the largest reduction in positions, with a cumulative decrease of 6.92% in shareholdings.</b></p><p>The beauty care industry was favored by northbound funds this week, with its shareholding increasing by 4.46%. The beauty care industry also outperformed the broader market this week, with the industry index falling slightly by 0.2%.<b><a href=\"https://laohu8.com/S/301009\">Reliable Shares</a>、<a href=\"https://laohu8.com/S/300957\">Bettany</a>、<a href=\"https://laohu8.com/S/300896\">Amic</a>、<a href=\"https://laohu8.com/S/002511\">Zhongshun Jierou</a></b>The cumulative increase in a week was among the top, all exceeding 3%.</p><p><b>Zhongshun Jierou</b>This week, the shareholding of capital from the north increased by more than 5 million shares, ranking first in the industry, with an increase of 10.57% from last week. The company recently released a summary of the stock incentive plan (draft). The target operating income from 2023 to 2025 is not less than 10 billion yuan, 11 billion yuan, and 12.1 billion yuan respectively, an increase of 9.29%, 20.22%, and 32.24% respectively compared with 2021, demonstrating The company's confidence in future development.</p><p>The Donghai Securities Research Report believes that looking forward to 2023, under the catalysis of the \"New Ten Articles\" of the epidemic policy, superimposed on the future trend of epidemic optimization expectations, it is believed that the fundamentals of the industry will recover, the leading domestic cosmetics products are expected to rise, and domestic substitution will accelerate; The offline consumption scene of medical beauty has recovered, and the subdivision track has developed rapidly. Leading companies are expected to usher in performance recovery.</p><p>Agriculture, forestry, animal husbandry and fishery have recently been reduced by northbound funds, among which the holdings of pig industry-related stocks have dropped significantly month-on-month, including<b><a href=\"https://laohu8.com/S/605296\">Shennong Group</a>、<a href=\"https://laohu8.com/S/002567\">Tang Ren God</a>、<a href=\"https://laohu8.com/S/002100\">Tiankang Biotech</a>、<a href=\"https://laohu8.com/S/002157\">Zhengbang Technology</a>、<a href=\"https://laohu8.com/S/300498\">Wen's Shares</a></b>Individual stocks fell by more than 15% month-on-month. Since late October, the price of live pigs has been declining continuously. According to data from the National Bureau of Statistics, the price of live pigs (external three yuan) in mid-December was 18.2 yuan/kg, a new low in the second half of this year, down 17.3% from early December.</p><p><img src=\"https://static.tigerbbs.com/3ddc3c9ccc90112546473a4247948146\" tg-width=\"892\" tg-height=\"804\" referrerpolicy=\"no-referrer\"/></p><p><b>Two major liquor leaders received funds from the north</b></p><p><b>Net inflow exceeds 3 billion yuan</b></p><p>According to data statistics, a total of 35 shares were listed on the active list of capital transactions in the north this week; In terms of industries, electrical equipment, food and beverage stocks were actively traded this week, with a total transaction volume of more than 10 billion yuan. Food and beverage and non-bank financial stocks led the net inflow, while electrical equipment and electronics stocks were reduced by northbound funds.</p><p><b><a href=\"https://laohu8.com/S/000858\">Wuliangye</a>、<a href=\"https://laohu8.com/S/600519\">Kweichow Moutai</a></b>The two major liquor leaders occupy the first and second places in the net purchase amount of actively traded stocks, respectively, with a cumulative net inflow of 2.127 billion yuan and 1.305 billion yuan in a week, respectively, and these two stocks have received net inflow of funds from the north for six consecutive trading days.</p><p>Since November, the liquor index has been rising continuously, with a cumulative increase of 34.7%.<a href=\"https://laohu8.com/S/000686\">Northeast Securities</a>It is believed that the liquor sector will show a good growth trend in 2022, and the valuation of core liquor companies will gradually fall from the high level at the beginning of the year. Looking forward to next year, the development model of high-end liquor volume and price increase is clear, and the performance is certain. The pace of investment expansion of sub-high-end liquor is accelerating, and channel power and brand power have become the key to success.</p><p>Top five net inflows this week<b><a href=\"https://laohu8.com/S/002603\">Yiling Pharmaceutical</a></b>It is also worth noting that the stock fell by 20.03% in a week, and northbound funds increased their positions against the market, with a net inflow of 948 million yuan.</p><p><b>Yiling Pharmaceutical</b>It was announced on Thursday that the company has never announced the \"Lianhua Qingwen Epidemic Prevention Prescription\" as listed in the article; We reserve the right to pursue the relevant legal responsibilities of the infringer who makes and spreads rumors. The formula of \"Lianhua Qingwen\" is an invention patent of the company, which is different from the \"formula\" listed in the article in medicinal flavor composition, prescription amount and preparation process.</p><p><img src=\"https://static.tigerbbs.com/3b22014fe0cd68b83f4a50293f942b68\" tg-width=\"860\" tg-height=\"964\" referrerpolicy=\"no-referrer\"/></p><p>According to data statistics, according to the increase in positions, there are 24 shares with a month-on-month increase of more than 100% in the number of shares held this week; Excluding the sub-new shares listed this year, the largest month-on-month increase is<b><a href=\"https://laohu8.com/S/002307\">Beixinluqiao</a></b>, Beishang Capital recently held 563,900 shares, and the number of shares held increased by 907.76% from the previous month. Followed by<b><a href=\"https://laohu8.com/S/688690\">Nanotechnology</a>、<a href=\"https://laohu8.com/S/605399\">Chenguang New Materials</a>、<a href=\"https://laohu8.com/S/002424\">Guizhou Bailing</a></b>, increasing by 271.52%, 259.25%, and 258.99% respectively.</p><p>21 shares were significantly reduced by northbound funds, and their shareholdings all fell by more than 50% month-on-month.<b>Dongfang Electric Heating, Xingyuan Environment, Calabash Baby</b>The shareholdings of Beishang Capital fell by 85.4%, 85.19%, and 76.43% respectively.</p><p><img src=\"https://static.tigerbbs.com/baeeba082b85a98dfaecc62e293890b2\" tg-width=\"724\" tg-height=\"994\" referrerpolicy=\"no-referrer\"/></p><p>Disclaimer: All information contents of Databao do not constitute investment advice. The stock market is risky, so investment should be cautious.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154178439","content_text":"北上资金逆市加仓，美容护理、通信、食品饮料行业成“香饽饽”。A股市场本周震荡下跌，上证指数跌破60日均线，一周累计跌3.85%；深证成指累计跌3.94%，创业板指累计跌3.69%。市场下跌的同时北上资金反向加仓。证券时报·数据宝统计，本周北上资金净流入43.53亿元；其中沪市明显优于深市，沪股通净流入49.2亿元，深股通净流出5.66亿元。生猪价格下跌产业链个股遭北上资金减持数据宝统计，共10个行业获得北上资金持股量增长，美容护理、通信、食品饮料行业加仓较多，持股数量周环比增幅超过1%。部分周期行业遭到北上资金连续减持，煤炭、化工、公用事业、电力设备等9个行业近三周持股量连续下降，其中农林牧渔减仓幅度最多，持股量累计下降6.92%。美容护理行业本周获得北上资金的青睐，持股量增长4.46%。本周美容护理行业表现亦跑赢大盘，行业指数微跌0.2%，可靠股份、贝泰妮、爱美客、中顺洁柔一周累计涨幅居前，均超过3%。中顺洁柔本周获北上资金持股量增长超500万股，居行业中增长首位，环比上周增长10.57%。公司近期发布股票激励计划（草案）摘要，目标2023-2025年营业收入分别不低于100亿元、110亿元、121亿元，相比2021年分别增长9.29%、20.22%、32.24%，彰显公司对未来发展的信心。东海证券研报认为，展望2023年，在疫情政策“新十条”的催化下，叠加未来趋势性的疫情优化预期，认为将迎来行业基本面的复苏，化妆品国货龙头有望崛起，国产替代加速；医美线下消费场景恢复，细分赛道快速发展，龙头企业有望迎来业绩修复。农林牧渔近期遭到北上资金减持，其中猪产业相关个股持股量环比降幅较多，包括神农集团、唐人神、天康生物、正邦科技、温氏股份等个股环比降幅在15%以上。自10月下旬开始，生猪价格连续下降。根据国家统计局数据，12月中旬生猪（外三元）价格为18.2元/千克，创今年下半年新低，环比12月上旬下跌17.3%。两大白酒龙头获北上资金净流入超30亿元数据宝统计，本周共有35股登上北上资金成交活跃榜；所属行业来看，电气设备、食品饮料股本周资金成交活跃，合计买卖总额在100亿元以上。食品饮料、非银金融股净流入居前，电气设备、电子股则遭到北上资金减持。五粮液、贵州茅台两大白酒龙头分别占据成交活跃股净买入金额的第一位、第二位，一周累计净流入金额分别为21.27亿元、13.05亿元，且这2股均已连续6个交易日获北上资金净流入。11月以来，白酒指数已连续上涨，累计涨幅达34.7%。东北证券认为，2022年白酒板块呈现出良好增长态势，核心酒企估值从年初高位逐渐回落。展望明年，高端白酒量稳价升的发展模式清晰，业绩确定性强。次高端白酒招商扩张步伐加快，渠道力和品牌力成为制胜关键。本周净流入前五的以岭药业亦值得关注，该股一周下跌20.03%，北上资金逆市加仓，净流入达到9.48亿元。以岭药业周四发布消息，公司从未公布如文章所列“连花清瘟防疫方”；保留追究侵权人制造、传播谣言的人相关法律责任的权利。“连花清瘟”配方系公司发明专利，该配方与文章所列“配方”在药味组成、处方量和制备工艺都不同。数据宝统计，增仓幅度来看，本周持股数环比增幅在100%以上的共有24股；剔除今年上市的次新股，环比增幅最大的是北新路桥，北上资金最新持有56.39万股，持股数环比增长了907.76 %。其次是纳微科技、晨光新材、贵州百灵，分别增长271.52%、259.25%、258.99%。21股遭北上资金大幅减持，持股量环比降幅均在50%以上，东方电热、兴源环境、葫芦娃的北上资金持股量分别下降85.4%、85.19%、76.43%。声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":3095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929525583,"gmtCreate":1670712319142,"gmtModify":1676538419804,"author":{"id":"4090574021972690","authorId":"4090574021972690","name":"富川","avatar":"https://community-static.tradeup.com/news/07ec540f55a9536b728e59a537869d3e","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090574021972690","idStr":"4090574021972690"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929525583","repostId":"1135427428","repostType":4,"repost":{"id":"1135427428","kind":"news","pubTimestamp":1670641879,"share":"https://ttm.financial/m/news/1135427428?lang=en_US&edition=fundamental","pubTime":"2022-12-10 11:11","market":"us","language":"zh","title":"Fed dove ≠ U.S. stocks rise? The market is beginning to worry about a recession storm","url":"https://stock-news.laohu8.com/highlight/detail?id=1135427428","media":"智通财经网","summary":"有关美国经济正滑向衰退的持续警告终于触动了华尔街的神经。有关美国经济正滑向衰退的持续警告终于触动了华尔街的神经。过去两个月里，投资者无视各种警告——从40年来最严重的美债收益率曲线倒挂，到2022年油","content":"<p><html><head></head><body>Persistent warnings that the U.S. economy is slipping into recession have finally touched a nerve on Wall Street. Persistent warnings that the U.S. economy is slipping into recession have finally touched a nerve on Wall Street. In the past two months, investors have ignored all kinds of warnings-from the worst U.S. bond yield curve inversion in 40 years to the collapse of a sharp rise in oil prices in 2022; But investors now appear to be betting that the biggest threat to risky assets is an impending slowdown in economic growth.</p><p>Cyclical stocks sent the S&P 500 down 3.4% this week after it failed to stay above its average price over the past 200 days. Although optimism that the Federal Reserve will slow down the pace of rate hike has pushed U.S. stocks up 14% since mid-October, investor sentiment has now become gloomy. They are worried that if the Federal Reserve really slows down the pace of rate hike, it will signal that the U.S. economy is in a downturn.</p><p>There are already signs that U.S. economic growth is slowing amid aggressive tightening by the Federal Reserve. The U.S. service sector shrank last month; While the labor market remains strong, there has been some weakness, with a recent increase in initial claims for unemployment benefits. Meanwhile, inflation may have peaked, but is still high enough to keep the Fed on its toes, raising the risk of excessive tightening.</p><p>Peter Tchir, head of macro strategy at Academy Securities, said: \"We will move from'bad data is good news' to'bad data is bad news' because it is a signal that the economy is moving faster and worse than most people expect. speed weakening.\"</p><p><img src=\"https://static.tigerbbs.com/c916ab1d72ccba5e0bd166e03aeef039\" tg-width=\"934\" tg-height=\"499\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Markets have begun to see a stream of dismal economic news as bad news rather than as reason for upside from the prospect of Fed policy easing. At the same time, inflation in the United States remains high-as evidenced by the higher-than-expected growth rate of PPI in the United States in November. Taken together, this is enough to suppress the rally since the fall.</p><p>Energy stocks have led the decline since stocks peaked on the last day of November, unlike the previous three sell-offs in 2022, when rising inflation spurred share prices for raw material producers. More economically sensitive companies, such as financial firms and consumer goods manufacturers, lagged in December.</p><p>The shift is also evident in the fixed income space. Earlier in 2022, when inflation scares raged, bonds plunged in all three instances when the S&P 500 fell at least 10% from its peak. Now, bonds have begun to regain their position as a recession hedge. Long-term U.S. Treasury Bond prices rose on Wednesday, with the 30-year U.S. Treasury Bond yield falling below 3.5%, its lowest level since September last year. The iShares 20 + Year U.S. Treasury Bond ETF has gained 9% in the past three weeks.</p><p>Steve Sosnick, chief strategist at Interactive Brokers, said: \"If you're buying stocks based on the idea that interest rates will be cut sometime in the future, unfortunately that means economic weakness will also come sometime in the future. So when you make a wish, be careful.\"</p><p>In recent days, this message has been backed by executives at major Wall Street banks, whose CEOs have been unanimously pessimistic about the outlook for U.S. economic growth and corporate earnings. Even sell-side analysts, who tend to tout the assets they sell, have been predicting a declining 2023 in a decidedly pessimistic manner. The average forecast of strategists tracked by the media is that the S&P 500 will close at 4,009 next year, their most pessimistic forecast since at least 1999.</p><p>Positions and trading patterns also show that investors are moving away from risky assets. Investors pulled out of global stocks at the fastest pace in five months, selling $35 billion in the past three weeks after they had hoarded $23 billion a week ago, according to EPFR data. The signal of volatility amplitude also reinforces the transient nature of the recent rally, reflecting the situation before the end of the rally in March and August.</p><p>The level of technical indicators that stimulated buying in November fell back this week. The S&P 500 failed to hold above its 200-day moving average before falling below pullback/retracement levels that helped bulls.</p><p><img src=\"https://static.tigerbbs.com/b0366d1ab17554afa57bf8480fcf4ca9\" tg-width=\"955\" tg-height=\"504\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Further complicating matters, November's stock market rally triggered the fastest easing of financial conditions since March 2020, according to an indicator from Goldman Sachs Group Inc., casting doubt on the Fed's ability to pivot accommodative policy starting next year.</p><p>After being trapped by the intensity and staying power of inflationary pressures, Fed policymakers appear determined to peak rate hike to around 5%. That's bad news for an economy that will contract sometime next year.</p><p>Justin Burgin, head of equity research at Ameriprise Financial, said: \"There is still a lot of pain to go through. We hardly see the lag effect of this fastest rate hike in history.\"</p><p></body></html></p>","source":"highlight_zhitongcaijin","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>Fed dove ≠ U.S. stocks rise? The market is beginning to worry about a recession storm</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\">\nFed dove ≠ U.S. stocks rise? The market is beginning to worry about a recession storm\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经网</strong><span class=\"h-time small\">2022-12-10 11:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Persistent warnings that the U.S. economy is slipping into recession have finally touched a nerve on Wall Street. Persistent warnings that the U.S. economy is slipping into recession have finally touched a nerve on Wall Street. In the past two months, investors have ignored all kinds of warnings-from the worst U.S. bond yield curve inversion in 40 years to the collapse of a sharp rise in oil prices in 2022; But investors now appear to be betting that the biggest threat to risky assets is an impending slowdown in economic growth.</p><p>Cyclical stocks sent the S&P 500 down 3.4% this week after it failed to stay above its average price over the past 200 days. Although optimism that the Federal Reserve will slow down the pace of rate hike has pushed U.S. stocks up 14% since mid-October, investor sentiment has now become gloomy. They are worried that if the Federal Reserve really slows down the pace of rate hike, it will signal that the U.S. economy is in a downturn.</p><p>There are already signs that U.S. economic growth is slowing amid aggressive tightening by the Federal Reserve. The U.S. service sector shrank last month; While the labor market remains strong, there has been some weakness, with a recent increase in initial claims for unemployment benefits. Meanwhile, inflation may have peaked, but is still high enough to keep the Fed on its toes, raising the risk of excessive tightening.</p><p>Peter Tchir, head of macro strategy at Academy Securities, said: \"We will move from'bad data is good news' to'bad data is bad news' because it is a signal that the economy is moving faster and worse than most people expect. speed weakening.\"</p><p><img src=\"https://static.tigerbbs.com/c916ab1d72ccba5e0bd166e03aeef039\" tg-width=\"934\" tg-height=\"499\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Markets have begun to see a stream of dismal economic news as bad news rather than as reason for upside from the prospect of Fed policy easing. At the same time, inflation in the United States remains high-as evidenced by the higher-than-expected growth rate of PPI in the United States in November. Taken together, this is enough to suppress the rally since the fall.</p><p>Energy stocks have led the decline since stocks peaked on the last day of November, unlike the previous three sell-offs in 2022, when rising inflation spurred share prices for raw material producers. More economically sensitive companies, such as financial firms and consumer goods manufacturers, lagged in December.</p><p>The shift is also evident in the fixed income space. Earlier in 2022, when inflation scares raged, bonds plunged in all three instances when the S&P 500 fell at least 10% from its peak. Now, bonds have begun to regain their position as a recession hedge. Long-term U.S. Treasury Bond prices rose on Wednesday, with the 30-year U.S. Treasury Bond yield falling below 3.5%, its lowest level since September last year. The iShares 20 + Year U.S. Treasury Bond ETF has gained 9% in the past three weeks.</p><p>Steve Sosnick, chief strategist at Interactive Brokers, said: \"If you're buying stocks based on the idea that interest rates will be cut sometime in the future, unfortunately that means economic weakness will also come sometime in the future. So when you make a wish, be careful.\"</p><p>In recent days, this message has been backed by executives at major Wall Street banks, whose CEOs have been unanimously pessimistic about the outlook for U.S. economic growth and corporate earnings. Even sell-side analysts, who tend to tout the assets they sell, have been predicting a declining 2023 in a decidedly pessimistic manner. The average forecast of strategists tracked by the media is that the S&P 500 will close at 4,009 next year, their most pessimistic forecast since at least 1999.</p><p>Positions and trading patterns also show that investors are moving away from risky assets. Investors pulled out of global stocks at the fastest pace in five months, selling $35 billion in the past three weeks after they had hoarded $23 billion a week ago, according to EPFR data. The signal of volatility amplitude also reinforces the transient nature of the recent rally, reflecting the situation before the end of the rally in March and August.</p><p>The level of technical indicators that stimulated buying in November fell back this week. The S&P 500 failed to hold above its 200-day moving average before falling below pullback/retracement levels that helped bulls.</p><p><img src=\"https://static.tigerbbs.com/b0366d1ab17554afa57bf8480fcf4ca9\" tg-width=\"955\" tg-height=\"504\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Further complicating matters, November's stock market rally triggered the fastest easing of financial conditions since March 2020, according to an indicator from Goldman Sachs Group Inc., casting doubt on the Fed's ability to pivot accommodative policy starting next year.</p><p>After being trapped by the intensity and staying power of inflationary pressures, Fed policymakers appear determined to peak rate hike to around 5%. That's bad news for an economy that will contract sometime next year.</p><p>Justin Burgin, head of equity research at Ameriprise Financial, said: \"There is still a lot of pain to go through. We hardly see the lag effect of this fastest rate hike in history.\"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/845337.html\">智通财经网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e90f0093c95026e18203fb8d91b976d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/845337.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1135427428","content_text":"有关美国经济正滑向衰退的持续警告终于触动了华尔街的神经。有关美国经济正滑向衰退的持续警告终于触动了华尔街的神经。过去两个月里，投资者无视各种警告——从40年来最严重的美债收益率曲线倒挂，到2022年油价大幅上涨的破灭;但投资者现在似乎开始押注风险资产面临的最大威胁是经济增长即将放缓。周期性股票导致标普500指数本周下跌3.4%，此前该指数未能维持在过去200天的平均价格之上。尽管自10月中旬以来，对美联储将放慢加息步伐的乐观情绪曾推动美国股市上涨14%，但投资者的情绪现在已经变得阴沉起来，他们担心美联储果真放慢加息步伐，将标志着美国经济陷入低迷。已经有迹象表明，在美联储激进的紧缩政策下，美国经济增长正在放缓。美国服务业上月出现萎缩;尽管劳动力市场依然强劲，但也出现了一些疲软，最近首续请失业金人数增加。与此同时，通胀可能已经见顶，但仍高到足以让美联储保持警惕，增加了过度紧缩的风险。Academy Securities宏观策略主管Peter Tchir表示:“我们将从‘坏数据就是好消息’转变成‘坏数据就是坏消息’，因为这是一个信号，表明经济正在以比大多数人预期的更快、更糟的速度走弱。”市场已经开始将一连串令人沮丧的经济消息视为坏消息，而不是将其视为美联储放宽政策前景带来的上涨理由。与此同时，美国通胀依然居高不下——美国11月PPI增速超预期就是明证。综合来看，这足以打压秋季以来的涨势。自股市在11月最后一天见顶以来，能源股领跌，这与2022年的前三次抛售不同，当时通胀加剧刺激了对原材料生产商的股价。对经济更为敏感的公司，如金融公司和消费品制造商，在12月份的表现较为滞后。这种转变在固定收益领域也很明显。在2022年早些时候，当通胀恐慌肆虐时，标普500指数从峰值下跌至少10%的三次情况中，债券都出现了暴跌。现在，债券已经开始恢复其作为经济衰退对冲的地位。周三，长期美国国债价格上涨，30年期美国国债收益率跌至3.5%以下，这是去年9月以来的最低水平。iShares 20年期以上美国国债ETF在过去三周上涨了9%。Interactive Brokers首席策略师Steve Sosnick表示:“如果你是基于未来某个时候会降息的想法来购买股票，不幸的是，这意味着经济疲软也会在未来某个时候到来。所以你许愿的时候一定要小心。”最近几天，这一信息得到了华尔街大行高管的支持，华尔街大行的首席执行官们一致对美国经济增长和企业盈利前景持悲观态度。即使是倾向于吹捧自己销售的资产的卖方分析师，也一直在明显悲观地预测，2023年将出现下跌。媒体追踪的策略师的平均预测是，标普500指数明年将收于4009点，这是他们至少自1999年以来最悲观的预测。仓位和交易模式也显示出投资者正在远离风险资产。EPFR的数据显示，投资者以五个月来最快的速度撤出全球股市，在过去三周抛售了350亿美元，而一周前他们还囤积了230亿美元。波动幅度的信号也强化了近期涨势的短暂性，反映了如3月和8月涨势结束前的情况。11月曾刺激买盘的技术指标水平本周出现回落。标普500指数未能守住200日移动均线上方，随后跌穿为多头提供帮助的回撤水平。让事情进一步复杂化的是，根据高盛集团的一项指标，11月的股市上涨引发了自2020年3月以来金融状况最快的宽松，这让人们对美联储从明年开始转向宽松政策的能力产生了怀疑。在被通胀压力的强度和持久力所困后，美联储政策制定者似乎决心将加息到5%左右的峰值。这对于明年某个时候将出现收缩的经济来说是个坏消息。Ameriprise Financial股票研究主管Justin Burgin表示:“还有很多痛苦要经历。我们几乎没有看到这次历史上最快加息的滞后效应。”","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965291211,"gmtCreate":1669953843433,"gmtModify":1676538277653,"author":{"id":"4090574021972690","authorId":"4090574021972690","name":"富川","avatar":"https://community-static.tradeup.com/news/07ec540f55a9536b728e59a537869d3e","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090574021972690","idStr":"4090574021972690"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965291211","repostId":"2288839109","repostType":4,"repost":{"id":"2288839109","kind":"highlight","pubTimestamp":1669930251,"share":"https://ttm.financial/m/news/2288839109?lang=en_US&edition=fundamental","pubTime":"2022-12-02 05:30","market":"hk","language":"zh","title":"Foreign media headlines | U.S. core PCE still far exceeds the Fed's target, and there is little hope of a soft landing","url":"https://stock-news.laohu8.com/highlight/detail?id=2288839109","media":"环球市场播报","summary":" 10月美国一项基准通胀指标——核心PCE同比上涨5%，同比升幅6%，仍远高于美联储2%的目标，美联储通胀降温但经济不衰退的希望仍然渺茫。美联储主席鲍威尔本周强调，核心PCE是他认为更能准确反映通胀走向的指标。 在截至11月19日当周，美国持续申领失业救济人数增加5.7万人，至160万人，为一年来最大增幅。 美国商务部周四发布的数据显示，10月份个人储蓄占可支配收入之比降至2.3%。","content":"<p><html><head></head><body><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. The U.S. core PCE far exceeds the Fed's 2% target, and the hope of a soft landing is still slim</b><b>2. The number of people applying for unemployment benefits in the United States has risen to the highest since February, making it more difficult to re-find employment</b><b>3. The U.S. savings rate fell to the lowest level since 2005 in October, continued inflation and Fed rate hike hit a double blow</b><b>4. Chicago Fed appoints former US Obama administration adviser Goolsbee as its new president</b><b>5. Credit Suisse's stock price hit the longest losing streak in history and has fallen 66% this year</b><b>6. UK house prices fall more than expected, mortgage interest rates soar, curbing demand</b><img src=\"https://static.tigerbbs.com/5b26f4dcea8cd92793b55e49bafa9f8d\" tg-width=\"550\" tg-height=\"346\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S. core PCE far exceeds Fed's 2% target, hope of soft landing remains slim</b></p><p>In October, the core PCE, a benchmark inflation indicator in the United States, rose 5% year-on-year and 6% year-on-year, still far higher than the Fed's 2% target. The hope of the Fed's inflation cooling but the economy not declining is still slim.</p><p>Data released by the U.S. Department of Commerce on Thursday showed that the personal consumption expenditure price index (PCE) excluding food and energy increased by 0.2% in October compared with October, a lower-than-expected increase. Federal Reserve Chairman Jerome Powell emphasized this week that the core PCE is what he believes is an indicator that more accurately reflects the direction of inflation.</p><p>Core PCE rose 5% year-on-year, and the increase in September was revised upward to 5.2%.</p><p>The overall PCE rose 0.3% month-on-month and 6% year-on-year for the third consecutive month, still well above the Fed's 2% target.</p><p><img src=\"https://static.tigerbbs.com/00bd89a1ca05a83b77f9ce74a93c3892\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S. unemployment claims continue to rise to the highest since February, making it more difficult to re-find jobs</b></p><p>The number of people claiming continuing unemployment benefits in the United States rose to the highest level since February, indicating that unemployed Americans are struggling to find new jobs in a cooling labor market.</p><p>In the week ending November 19, the number of continuing U.S. claims for unemployment benefits increased by 57,000 to 1.6 million, the largest increase in a year.</p><p>Data from the U.S. Labor Department on Thursday showed that initial claims for unemployment benefits fell by 16,000 to 225,000 in the week ending Nov. 26. The median estimate for economists polled by Bloomberg was 235,000.</p><p><img src=\"https://static.tigerbbs.com/ee6f67b8dab72d003d6a36b4735a6092\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S. savings rate fell to lowest level since 2005 in October, double whammy of persistent inflation and Fed rate hike</b></p><p>Americans are saving at their lowest rate since 2005, highlighting that inflation and rising borrowing costs are weakening households' financial buffers.</p><p>Data released Thursday by the U.S. Commerce Department showed that personal savings as a percentage of disposable income fell to 2.3% in October. The report also showed that inflation-adjusted spending remained strong despite a slight cooling in inflation.</p><p>With the double whammy of persistent inflation and the Federal Reserve's rate hike, it is difficult for U.S. consumer spending to fall. Most representatively, credit card consumption increased, and the year-on-year increase in U.S. household debt in the third quarter reached the highest since 2008.</p><p><img src=\"https://static.tigerbbs.com/d525cc42899299aa4b8612a0f9436181\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Chicago Fed names former Obama administration adviser Goolsbee as new president</b></p><p>The Chicago Fed has appointed Austan Goolsbee, an economist who served as an adviser to former President Barack Obama, as its new president. The current president Evans will retire in January next year.</p><p>The Chicago Fed said in an email statement on Thursday that Goolsbee, 53, will take office on January 9th. He is currently a professor of economics at the Booth School of Business at the University of Chicago. Goolsby was once the chairman of the Council of Economic Advisers of the United States and the youngest cabinet member of President Barack Obama's cabinet.</p><p>Evans has been at the helm of the Chicago Fed for 15 years, and for most of his tenure, he has been one of the Fed's most dovish policymakers.</p><p><img src=\"https://static.tigerbbs.com/25334e85cba6df35ddcc81c2f9c1e561\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Credit Suisse shares hit longest losing streak in history, down 66% this year</b></p><p>Credit Suisse Group's share price fell for the 13th consecutive day, setting the longest losing streak in history. The Swiss bank is in deep trouble. After years of scandals and mismanagement, the capital raising plan has further impacted its share price.</p><p>Credit Suisse closed down 6.1% on Thursday to a record low of $3.08. Since November 23rd, the share price has dropped by about 21%, when the bank said that its key wealth management business suffered a large outflow of funds, and said that it might suffer another major loss in the fourth quarter, reaching 1.5 billion Swiss francs (1.6 billion US dollars).</p><p><img src=\"https://static.tigerbbs.com/a348a366bc39d591cfb5fb19987fb1ac\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>UK house prices fall more than expected, soaring mortgage rates dampen demand</b></p><p>British mortgage lender Nationwide Building Society said that after soaring borrowing costs curbed demand, UK house prices fell more than expected, and the fastest decline since the outbreak of the COVID-19 pandemic.</p><p>UK house prices fell 1.4% in November, the agency said. It was the second drop in months and the biggest since June 2020. Excluding the pandemic period, UK house prices have not fallen so sharply since the global financial crisis more than 10 years ago. Economists had expected a 0.4% decline.</p><p>The cost of home loans has soared to more than 6pc in recent weeks from about 1pc a year ago on the back of an increase in the Bank of England's benchmark lending rate and investor concerns about slowing economic growth and rising government debt. While costs for borrowers have pulled back from their peaks, they are still likely to be well above what buyers have seen for much of the past decade.</p><p></body></html></p>","source":"sina_us","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign media headlines | U.S. core PCE still far exceeds the Fed's target, and there is little hope of a soft landing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign media headlines | U.S. core PCE still far exceeds the Fed's target, and there is little hope of a soft landing\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2022-12-02 05:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. The U.S. core PCE far exceeds the Fed's 2% target, and the hope of a soft landing is still slim</b><b>2. The number of people applying for unemployment benefits in the United States has risen to the highest since February, making it more difficult to re-find employment</b><b>3. The U.S. savings rate fell to the lowest level since 2005 in October, continued inflation and Fed rate hike hit a double blow</b><b>4. Chicago Fed appoints former US Obama administration adviser Goolsbee as its new president</b><b>5. Credit Suisse's stock price hit the longest losing streak in history and has fallen 66% this year</b><b>6. UK house prices fall more than expected, mortgage interest rates soar, curbing demand</b><img src=\"https://static.tigerbbs.com/5b26f4dcea8cd92793b55e49bafa9f8d\" tg-width=\"550\" tg-height=\"346\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S. core PCE far exceeds Fed's 2% target, hope of soft landing remains slim</b></p><p>In October, the core PCE, a benchmark inflation indicator in the United States, rose 5% year-on-year and 6% year-on-year, still far higher than the Fed's 2% target. The hope of the Fed's inflation cooling but the economy not declining is still slim.</p><p>Data released by the U.S. Department of Commerce on Thursday showed that the personal consumption expenditure price index (PCE) excluding food and energy increased by 0.2% in October compared with October, a lower-than-expected increase. Federal Reserve Chairman Jerome Powell emphasized this week that the core PCE is what he believes is an indicator that more accurately reflects the direction of inflation.</p><p>Core PCE rose 5% year-on-year, and the increase in September was revised upward to 5.2%.</p><p>The overall PCE rose 0.3% month-on-month and 6% year-on-year for the third consecutive month, still well above the Fed's 2% target.</p><p><img src=\"https://static.tigerbbs.com/00bd89a1ca05a83b77f9ce74a93c3892\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S. unemployment claims continue to rise to the highest since February, making it more difficult to re-find jobs</b></p><p>The number of people claiming continuing unemployment benefits in the United States rose to the highest level since February, indicating that unemployed Americans are struggling to find new jobs in a cooling labor market.</p><p>In the week ending November 19, the number of continuing U.S. claims for unemployment benefits increased by 57,000 to 1.6 million, the largest increase in a year.</p><p>Data from the U.S. Labor Department on Thursday showed that initial claims for unemployment benefits fell by 16,000 to 225,000 in the week ending Nov. 26. The median estimate for economists polled by Bloomberg was 235,000.</p><p><img src=\"https://static.tigerbbs.com/ee6f67b8dab72d003d6a36b4735a6092\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S. savings rate fell to lowest level since 2005 in October, double whammy of persistent inflation and Fed rate hike</b></p><p>Americans are saving at their lowest rate since 2005, highlighting that inflation and rising borrowing costs are weakening households' financial buffers.</p><p>Data released Thursday by the U.S. Commerce Department showed that personal savings as a percentage of disposable income fell to 2.3% in October. The report also showed that inflation-adjusted spending remained strong despite a slight cooling in inflation.</p><p>With the double whammy of persistent inflation and the Federal Reserve's rate hike, it is difficult for U.S. consumer spending to fall. Most representatively, credit card consumption increased, and the year-on-year increase in U.S. household debt in the third quarter reached the highest since 2008.</p><p><img src=\"https://static.tigerbbs.com/d525cc42899299aa4b8612a0f9436181\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Chicago Fed names former Obama administration adviser Goolsbee as new president</b></p><p>The Chicago Fed has appointed Austan Goolsbee, an economist who served as an adviser to former President Barack Obama, as its new president. The current president Evans will retire in January next year.</p><p>The Chicago Fed said in an email statement on Thursday that Goolsbee, 53, will take office on January 9th. He is currently a professor of economics at the Booth School of Business at the University of Chicago. Goolsby was once the chairman of the Council of Economic Advisers of the United States and the youngest cabinet member of President Barack Obama's cabinet.</p><p>Evans has been at the helm of the Chicago Fed for 15 years, and for most of his tenure, he has been one of the Fed's most dovish policymakers.</p><p><img src=\"https://static.tigerbbs.com/25334e85cba6df35ddcc81c2f9c1e561\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Credit Suisse shares hit longest losing streak in history, down 66% this year</b></p><p>Credit Suisse Group's share price fell for the 13th consecutive day, setting the longest losing streak in history. The Swiss bank is in deep trouble. After years of scandals and mismanagement, the capital raising plan has further impacted its share price.</p><p>Credit Suisse closed down 6.1% on Thursday to a record low of $3.08. Since November 23rd, the share price has dropped by about 21%, when the bank said that its key wealth management business suffered a large outflow of funds, and said that it might suffer another major loss in the fourth quarter, reaching 1.5 billion Swiss francs (1.6 billion US dollars).</p><p><img src=\"https://static.tigerbbs.com/a348a366bc39d591cfb5fb19987fb1ac\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>UK house prices fall more than expected, soaring mortgage rates dampen demand</b></p><p>British mortgage lender Nationwide Building Society said that after soaring borrowing costs curbed demand, UK house prices fell more than expected, and the fastest decline since the outbreak of the COVID-19 pandemic.</p><p>UK house prices fell 1.4% in November, the agency said. It was the second drop in months and the biggest since June 2020. Excluding the pandemic period, UK house prices have not fallen so sharply since the global financial crisis more than 10 years ago. Economists had expected a 0.4% decline.</p><p>The cost of home loans has soared to more than 6pc in recent weeks from about 1pc a year ago on the back of an increase in the Bank of England's benchmark lending rate and investor concerns about slowing economic growth and rising government debt. While costs for borrowers have pulled back from their peaks, they are still likely to be well above what buyers have seen for much of the past decade.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-12-02/doc-imqmmthc6739501.shtml\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b26f4dcea8cd92793b55e49bafa9f8d","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPY":"标普500ETF","QQQ":"纳指100ETF","DJX":"1/100道琼斯","BK4581":"高盛持仓","OEX":"标普100","BK4550":"红杉资本持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares","BK4559":"巴菲特持仓","DDM":"2倍做多道指ETF-ProShares","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","SH":"做空标普500-Proshares","QID":"两倍做空纳斯达克指数ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares",".SPX":"S&P 500 Index","SDOW":"三倍做空道指30ETF-ProShares","IVV":"标普500ETF-iShares","BK4504":"桥水持仓","DXD":"两倍做空道琼30指数ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","DOG":"道指ETF-ProShares做空","SDS":"两倍做空标普500 ETF-ProShares"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-12-02/doc-imqmmthc6739501.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288839109","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有： 1、美国核心PCE远超美联储2%目标 软着陆的希望仍然渺茫 2、美国持续申领失业救济人数升至2月份以来最高 重新就业难度加大 3、美国10月份储蓄率降至2005年以来最低水平 持续通胀和联储加息双重打击 4、芝加哥联储任命美国前奥巴马政府顾问古尔斯比为新行长 5、瑞信股价创史上最长连跌纪录 今年以来已下跌66% 6、英国房价降幅超出预期 按揭贷款利率飙升抑制需求美国核心PCE远超美联储2%目标 软着陆的希望仍然渺茫10月美国一项基准通胀指标——核心PCE同比上涨5%，同比升幅6%，仍远高于美联储2%的目标，美联储通胀降温但经济不衰退的希望仍然渺茫。美国商务部周四公布的数据显示，10月不包括食品和能源的个人消费支出价格指数（PCE）较10月增长0.2%，升幅低于预期。美联储主席鲍威尔本周强调，核心PCE是他认为更能准确反映通胀走向的指标。核心PCE同比上涨5%，9月升幅上修至5.2%。整体PCE连续第三个月环比上升0.3%，同比升幅6%，仍远高于美联储2%的目标。美国持续申领失业救济人数升至2月份以来最高 重新就业难度加大美国持续申领失业救济的人数升至2月份以来的最高水平，表明失业的美国人在逐渐降温的劳动力市场上找到新工作的难度加大。在截至11月19日当周，美国持续申领失业救济人数增加5.7万人，至160万人，为一年来最大增幅。美国劳工部周四的数据显示，在截至11月26日当周，首次申领失业救济人数减少1.6万人，至22.5万人。接受彭博调查的经济学家的预估中值为23.5万人。美国10月份储蓄率降至2005年以来最低水平 持续通胀和联储加息双重打击美国人储蓄率创2005年以来最低水平，凸显出通胀和借贷成本上升正在削弱家庭的财务缓冲能力。美国商务部周四发布的数据显示，10月份个人储蓄占可支配收入之比降至2.3%。报告还显示，尽管通胀略有降温，但经通胀调整的支出仍然强劲。在持续通胀和美联储加息的双重打击下，美国消费支出很难下降。最具代表性的是，信用卡消费增多，第三季度美国居民债务的同比升幅达到2008年以来最高。芝加哥联储任命美国前奥巴马政府顾问古尔斯比为新行长芝加哥联储任命曾为前总统奥巴马担任顾问的经济学家奥斯坦·古尔斯比（Austan Goolsbee）为新行长，现行长埃文斯将于明年1月退休。芝加哥联储周四在一份电邮声明中表示，现年53岁的古尔斯比将于1月9日履任，他目前是芝加哥大学布斯商学院经济学教授。古尔斯比曾经是美国经济顾问委员会主席，并且是美国总统奥巴马内阁中最年轻的内阁成员。埃文斯执掌芝加哥联储15年，在任内的大部分时间里，他一直是美联储最鸽派的决策者之一。瑞信股价创史上最长连跌纪录 今年以来已下跌66%瑞信集团股价连续第13天走低，创出有史以来最长连跌纪录，这家瑞士银行深陷困境，在持续多年的丑闻和管理不善后，资本募集计划对其股价构成进一步的冲击。瑞信周四收盘下跌6.1%，至3.08美元的纪录新低。11月23日以来，股价下跌了大约21%，当时该行称，其关键性的理财业务遭遇大量资金外流，并称第四季度可能会再次蒙受重大亏损，达到15亿瑞郎（16亿美元）。英国房价降幅超出预期 按揭贷款利率飙升抑制需求英国按揭贷款机构Nationwide Building Society表示，在借贷成本飙升抑制需求之后，英国房价跌幅超过预期，而且是新冠疫情爆发以来的最快跌速。该机构称，英国11月房价下跌1.4%。这是数月来的第二次下跌，也是2020年6月以来的最大跌幅。不包括疫情时期，英国房价自10多年前全球金融危机以来从未出现过如此大幅的下跌。经济学家此前预期为下滑0.4%。受英国央行上调基准贷款利率以及投资者对经济增长放缓和政府债务上升的担忧影响，住房贷款成本最近几周从一年前的约1%飙升至6%以上。虽然借款人的成本已较峰值回落，但仍可能远高于买家过去十年大部分时间内的水平。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"DXD":0.6,"ESmain":0.6,"UDOW":0.6,"TQQQ":0.6,"MNQmain":0.6,"PSQ":0.6,"OEX":0.6,"UPRO":0.6,"DJX":0.6,"SPXU":0.6,"NQmain":0.6,"SPY":0.9,"DDM":0.6,"QQQ":0.6,"SSO":0.6,"OEF":0.6,"SDS":0.6,"SQQQ":0.6,"SH":0.6,".SPX":0.6,"DOG":0.6,".IXIC":0.9,"SDOW":0.6,"QID":0.6,"QLD":0.6,".DJI":0.9,"IVV":0.6}},"isVote":1,"tweetType":1,"viewCount":2596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963772495,"gmtCreate":1668775578718,"gmtModify":1676538111904,"author":{"id":"4090574021972690","authorId":"4090574021972690","name":"富川","avatar":"https://community-static.tradeup.com/news/07ec540f55a9536b728e59a537869d3e","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090574021972690","idStr":"4090574021972690"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963772495","repostId":"2284728958","repostType":4,"repost":{"id":"2284728958","kind":"highlight","weMediaInfo":{"introduction":"创业与投资专业门户","home_visible":1,"media_name":"投资界","id":"1096839439","head_image":"https://static.tigerbbs.com/2531123ee54a22588d693ba65ab705b3"},"pubTimestamp":1668766250,"share":"https://ttm.financial/m/news/2284728958?lang=en_US&edition=fundamental","pubTime":"2022-11-18 18:10","market":"other","language":"zh","title":"Masayoshi Son announces farewell","url":"https://stock-news.laohu8.com/highlight/detail?id=2284728958","media":"投资界","summary":"“这将是我最后一次在财务业绩会上发言。”在最新软银集团财季报告的舞台上，孙正义郑重宣布以后不再出席软银的财报会议，并将集团的日常管理工作移交给CFO后藤芳光（Yoshimitsu Goto）等高管。这","content":"<p><html><head></head><body>“<b>This will be the last time I will speak at the financial results meeting</b>。”</p><p>On the stage of the latest SoftBank Group quarterly report, Masayoshi Son solemnly announced that he would no longer attend SoftBank's financial report meeting in the future, and handed over the daily management of the group to CFO Yoshimitsu Goto and other executives. This is the first time in his history at the helm of SoftBank.</p><p>The radical investment style made LP feel mixed, and Masayoshi Son chose to turn around<b>Put your heart and soul into chip company ARM</b>。 This time, it can be said that this investment madman's first step towards retirement.</p><p><img src=\"https://static.tigerbbs.com/c69620816bf719ccb798938c41983bac\" tg-width=\"1080\" tg-height=\"485\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Masayoshi Son is undoubtedly one of the most topical legends in the history of venture capital. Born in a small village in Japan in 1957, after witnessing several family changes, the young Masayoshi Son vowed to \"make a big career and become Japan's number one entrepreneur\" and set himself at the age of 19. Life plan for the next 50 years</p><p>Started a business at the age of 20, earned one billion dollars at the age of 30, became the number one at the age of 40, earned tens of billions at the age of 50, and retired at the age of 60.</p><p>As Masayoshi Son wished, the first half of his life was stirring by founding SoftBank and creating a huge capital empire, especially more than 20 years ago<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The \"6-minute investment\" has been able to save SoftBank from fire and water so far. What failed was that Masayoshi Son has not yet been able to fully retire. This year's situation is more difficult than expected, with ups and downs for half a life. At the age of 65, he seems to have had the intention of quitting.</p><p><b>Masayoshi Son presided over the financial report meeting for the last time:</b></p><p><b>Selling Ali, Softbank finally doesn't lose money</b></p><p>This is the last time we will see Masayoshi Son in this form.</p><p>On November 11, SoftBank Group announced its report for the first half of its fiscal year (April). On the whole, SoftBank gained a net sales of 3.2 trillion yen, an investment loss of 849.6 billion yen (about 43 billion yuan) and a net loss of 129.1 billion yen in the first half of fiscal year 2022, a loss of about RMB 6.6 billion.</p><p>You read it correctly, it is indeed 6.6 billion. This small amount of money can be said to be not worth mentioning in front of the huge SoftBank. We will talk about the reasons in detail later.</p><p><img src=\"https://static.tigerbbs.com/e17a9afbf5120644e228405e9567be93\" tg-width=\"719\" tg-height=\"519\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The \"culprit\" of SoftBank's losses is still the sharp decline in the stock prices/valuations of the investment portfolios in the three funds of Vision Fund SVF1, SVF2 and LatAm Funds, including the American food delivery company Doordash, the Southeast Asian online ride-hailing company GoTo, and the Korean version of \"Alibaba\" Coupang, Keike House Search, Wework, SenseTime, etc.</p><p>\"Judging from the current situation, whether it is the primary market or the secondary market, almost all investments we have made have not performed well.\" Masayoshi Son bluntly said at the latest financial report meeting, \"<b>Listed and unlisted stocks are close to annihilation, and Vision Fund has taken a clear hit</b>”。 From July to September alone, the investment loss of SoftBank Vision Fund reached nearly US $10 billion, and in the first half of the fiscal year, it caused a total investment loss of 4.4 trillion yen, or approximately RMB 220 billion.</p><p>However, the huge hole created by SoftBank Vision Fund was filled by Ali. Looking at the breakdown, in the first fiscal quarter (46 months), SoftBank recorded a net loss of 3.16 trillion yen (about 160 billion yuan), the highest loss in recent years; In the second fiscal quarter of July, it reversed and achieved a net profit of 3.03 trillion yen (about 153 billion yuan).</p><p><img src=\"https://static.tigerbbs.com/4acb011a2d43a79547802b2a5a856dc0\" tg-width=\"809\" tg-height=\"453\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>This is SoftBank's first profit in three quarters. \"The main source of the huge gains is Alibaba, and we signed prepaid forward contracts using Alibaba shares.\" SoftBank Group CFO Yoshimitsu Goto revealed at the earnings conference. The financial report shows that in August 2022, SoftBank implemented the early physical settlement of 242 million Alibaba shares corresponding to the prepaid forward contract, thereby recovering more than 270 billion yuan.</p><p>So far, Alibaba's share of SoftBank's assets has dropped to 14.6%, and its volume is still not small. I can't help but sigh. I didn't expect that the investment that was decided after only six minutes of meeting more than 20 years ago would bring such unimaginable returns to Masayoshi Son and Softbank in the future.</p><p>At present, the volatility of technology stocks is still in progress, which has forced SoftBank to contract across the board and is further reducing investment. For example, the total investment of SVF1 in the same period last fiscal year was still 17.8 billion yuan, but this year it was only 1.8 billion yuan. This scene is even more tragic in the second phase of the Vision Fund. During the VF2 period, a total of 16 billion yuan was invested, compared with 139.5 billion yuan in the same period of the previous fiscal year, which can be called \"knee cut\".</p><p>These are difficult times for global private equity investing. In order to effectively alleviate the situation, Goto Yoshimitsu said that SoftBank Vision Fund will lay off 30% of its employees. However, such \"explosive\" news didn't arouse too much splash. Perhaps everyone has become accustomed to this situation this year.</p><p><b>Say goodbye to investment, Masayoshi Son devotes himself to ARM</b></p><p>Standing on the stage of the last financial report conference, Masayoshi Son seemed a little emotional, almost all telling his story with ARM. This is regarded by him as the origin of his life.</p><p><img src=\"https://static.tigerbbs.com/4eb36042ebfa27bac1c8ca3caf6f6d59\" tg-width=\"1080\" tg-height=\"499\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>It was the autumn of 1976, and 19-year-old Masayoshi Son was studying abroad in the United States. One day, while reading a science magazine on the sidewalk, he accidentally saw a \"mysterious photo of a futuristic city that looks like a geometric pattern\" of a microcomputer chip. Turning to the next page, he was deeply shocked that it turned out to be a microcomputer chip the size of a fingertip and less than 1cm in diameter.</p><p>\"I know what a computer is and what a computer program is, but I didn't know that it all came from such small parts.\" After reading that magazine, Masayoshi Son couldn't help but cry. He felt that he had discovered something that might surpass human intellectual activity for the first time. Looking back on those days, he said, \"I am very touched, because humans are probably the smartest people on earth, and they have created something beyond human intelligence.\"</p><p>Forty-five years have passed since that day, but microcomputers are far from mature and are still developing in a big bang. Masayoshi Son saw that in the long history of human beings for tens of thousands or hundreds of thousands of years, the information revolution has spread rapidly in just 50 years, and we have now reached a situation where we can't live without smart phones.</p><p>\"At the same time, the core of the CPU has been transferred from Intel to ARM, and ARM's position as the most efficient architecture will become more and more stable. That's how I understand it.\" He judged, \"When everything is being digitized, ARM's stage will be bigger.\"</p><p>Recalling the first time he saw the photo of the microcomputer chip, Masayoshi Son decided to devote his life to the information revolution. Now, he will return to that \"origin\", which is also his future direction</p><p>“<b>Over the next few years, I want to work on the next phase of ARM's explosive growth</b>。” Masayoshi Son said at the opening of the press conference, \"This makes me feel excited and happy. ARM and related businesses will be SoftBank's biggest growth point in the future.\"</p><p>Speaking of ARM, this is another big gamble in Masayoshi Son's investment history. In 2016, SoftBank Group at the helm of Masayoshi Son acquired British chip giant ARM for US $31 billion in cash. In order to win ARM and raise funds for the acquisition, SoftBank sold a number of high-quality assets, including Alibaba, at that time, and even borrowed heavily at all costs. Such a big move shocked the entire chip industry. Masayoshi Son once again demonstrated his adventurous spirit, which made his peers shudder, and was called a \"desperate gamble\" by the outside world.</p><p>ARM was originally a trump card in Masayoshi Son's hands. When SoftBank was mired in a quagmire, it once hoped to sell it for US $60 billion. Earlier this year,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Originally planned to acquire ARM for US $40 billion, the largest deal in the history of the chip industry fell through because regulators failed to approve it.</p><p>Since then, SoftBank has started preparations for ARM's independent IPO, but it is still unclear where the IPO will be so far. At this financial report meeting, SoftBank IR and ARM Vice President Ian Thornton revealed, \"We hope ARM will go public as soon as possible, but given the current global economic uncertainty, ARM's IPO is unlikely to happen before the end of March 2023. Preparations are currently Going well, or an IPO sometime in 2023.\"</p><p>“<b>From the beginning, ARM was the last asset we wanted to sell if SoftBank wasn't in crisis</b>。 Especially recently, I realized once again how great ARM is and its future growth opportunities are huge. \" In the past few months, Masayoshi Son has been thinking repeatedly, \"How can we make the best use of ARM, and what kind of interesting services and technologies can we make? Thinking about all this, I am convinced of these great technological innovations No doubt.\"</p><p><b>The rivers and lakes are gone, and a generation of investment madmen let go</b></p><p>This year should be the fiercest year for Masayoshi Son's ideological struggle.</p><p>The world in front of us is full of risks, and venture capital institutions around the world are experiencing different degrees of tension. In this situation, Masayoshi Son is also constantly thinking about where SoftBank should go? Should the Vision Fund continue to invest? Or should we reduce debt and lower the debt ratio and have more cash to drive the business more securely?</p><p>\"We had several heated discussions internally, and I figured it out later myself.\" Son said at the earnings conference. \"The conclusion is that we won't be able to see inflation subside during this period.<b>SoftBank Must Be In Defensive Mode And Stay That Direction All Time</b>。”</p><p>I still remember the young Masayoshi Son who was inspired and shed tears when he read Ryoma Sakamoto, who \"left the vassal\" in pursuit of his dream in the historical book Ryoma Comes. \"You are not a mediocre person buried in the grass. Go out and do something big. As long as you think it is right, you will do it resolutely.\"</p><p>In the future, this plot always appeared in his mind and became the source of spiritual motivation for many of his difficult decisions. \"At first, it was just dreams and baseless confidence, but it all started here,\" Masayoshi Son once said.</p><p>To a certain extent, this also contributed to Masayoshi Son's staggering and tough investment style. Over the years, SoftBank and Vision Fund, which he is in charge of, have played impressively in the primary market. They use cash to change the rules of the game. They are willing to give high valuations, dare to give high valuations, and invest in their opponents' rolling style of play, no one can beat it.</p><p>During this period, Masayoshi Son seemed to only give himself two ways, either to make a lot of money or lose money, spending time and energy on explosive projects. This style of play has also won Masayoshi Son a super unicorn that is almost famous in the world, and he is full of anger. However, throughout its investment history, except for<a href=\"https://laohu8.com/S/YHOO\">Yahoo!</a>In addition to the battle with Alibaba, most of the projects in his hands have brought him a series of troubles and losses, such as<a href=\"https://laohu8.com/S/WE\">WeWork</a>, OYO, Uber... and the unicorns that collapse after building.</p><p>Behind the magical scene, SoftBank began to reflect and decided to restrain investment for a long time.<b>Masayoshi Son, 65, also made changes, breaking with his decades-old routine</b>Say goodbye to the SoftBank earnings report stage that has been led and hosted by him, and keep a low profile.</p><p>In previous years, Masayoshi Son would talk about his eclectic investment philosophy through financial reporting activities, and the outside world can also get a glimpse of this venture capitalist's investment attitude from his historical paintings or abstract pictures. Masayoshi Son has expressed his desire for capital and his expectation of how science and technology can improve human happiness on this stage more than once, sometimes absurd and sometimes full of poetry.</p><p>However, after that, he will no longer host the financial report conference in this form, but may only make some brief comments, and hand over these daily affairs to several other deputies such as Goto Yoshimitsu. \"Goto is better on defense than I am,\" Son said at his last earnings conference. \"<b>I'm an aggressive person, not a defensive one</b>。”</p><p>Perhaps worried that the outside world was too focused on his retirement, Masayoshi Son did not forget to add, \"<b>I am in good health, healthy and energetic</b>\", and said\" I will continue to be at shareholder meetings, and when something unpredictable happens, I will come back at any time. \"</p><p>In the torrent, the mythical years belonging to this venture capital empire began to fade away, and that eccentric, radical and adventurous investment madman gradually disappeared from the spotlight. Times have really changed.</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>Masayoshi Son announces farewell</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\">\nMasayoshi Son announces farewell\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1096839439\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/2531123ee54a22588d693ba65ab705b3);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">投资界 </p>\n<p class=\"h-time smaller\">2022-11-18 18:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>“<b>This will be the last time I will speak at the financial results meeting</b>。”</p><p>On the stage of the latest SoftBank Group quarterly report, Masayoshi Son solemnly announced that he would no longer attend SoftBank's financial report meeting in the future, and handed over the daily management of the group to CFO Yoshimitsu Goto and other executives. This is the first time in his history at the helm of SoftBank.</p><p>The radical investment style made LP feel mixed, and Masayoshi Son chose to turn around<b>Put your heart and soul into chip company ARM</b>。 This time, it can be said that this investment madman's first step towards retirement.</p><p><img src=\"https://static.tigerbbs.com/c69620816bf719ccb798938c41983bac\" tg-width=\"1080\" tg-height=\"485\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Masayoshi Son is undoubtedly one of the most topical legends in the history of venture capital. Born in a small village in Japan in 1957, after witnessing several family changes, the young Masayoshi Son vowed to \"make a big career and become Japan's number one entrepreneur\" and set himself at the age of 19. Life plan for the next 50 years</p><p>Started a business at the age of 20, earned one billion dollars at the age of 30, became the number one at the age of 40, earned tens of billions at the age of 50, and retired at the age of 60.</p><p>As Masayoshi Son wished, the first half of his life was stirring by founding SoftBank and creating a huge capital empire, especially more than 20 years ago<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The \"6-minute investment\" has been able to save SoftBank from fire and water so far. What failed was that Masayoshi Son has not yet been able to fully retire. This year's situation is more difficult than expected, with ups and downs for half a life. At the age of 65, he seems to have had the intention of quitting.</p><p><b>Masayoshi Son presided over the financial report meeting for the last time:</b></p><p><b>Selling Ali, Softbank finally doesn't lose money</b></p><p>This is the last time we will see Masayoshi Son in this form.</p><p>On November 11, SoftBank Group announced its report for the first half of its fiscal year (April). On the whole, SoftBank gained a net sales of 3.2 trillion yen, an investment loss of 849.6 billion yen (about 43 billion yuan) and a net loss of 129.1 billion yen in the first half of fiscal year 2022, a loss of about RMB 6.6 billion.</p><p>You read it correctly, it is indeed 6.6 billion. This small amount of money can be said to be not worth mentioning in front of the huge SoftBank. We will talk about the reasons in detail later.</p><p><img src=\"https://static.tigerbbs.com/e17a9afbf5120644e228405e9567be93\" tg-width=\"719\" tg-height=\"519\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The \"culprit\" of SoftBank's losses is still the sharp decline in the stock prices/valuations of the investment portfolios in the three funds of Vision Fund SVF1, SVF2 and LatAm Funds, including the American food delivery company Doordash, the Southeast Asian online ride-hailing company GoTo, and the Korean version of \"Alibaba\" Coupang, Keike House Search, Wework, SenseTime, etc.</p><p>\"Judging from the current situation, whether it is the primary market or the secondary market, almost all investments we have made have not performed well.\" Masayoshi Son bluntly said at the latest financial report meeting, \"<b>Listed and unlisted stocks are close to annihilation, and Vision Fund has taken a clear hit</b>”。 From July to September alone, the investment loss of SoftBank Vision Fund reached nearly US $10 billion, and in the first half of the fiscal year, it caused a total investment loss of 4.4 trillion yen, or approximately RMB 220 billion.</p><p>However, the huge hole created by SoftBank Vision Fund was filled by Ali. Looking at the breakdown, in the first fiscal quarter (46 months), SoftBank recorded a net loss of 3.16 trillion yen (about 160 billion yuan), the highest loss in recent years; In the second fiscal quarter of July, it reversed and achieved a net profit of 3.03 trillion yen (about 153 billion yuan).</p><p><img src=\"https://static.tigerbbs.com/4acb011a2d43a79547802b2a5a856dc0\" tg-width=\"809\" tg-height=\"453\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>This is SoftBank's first profit in three quarters. \"The main source of the huge gains is Alibaba, and we signed prepaid forward contracts using Alibaba shares.\" SoftBank Group CFO Yoshimitsu Goto revealed at the earnings conference. The financial report shows that in August 2022, SoftBank implemented the early physical settlement of 242 million Alibaba shares corresponding to the prepaid forward contract, thereby recovering more than 270 billion yuan.</p><p>So far, Alibaba's share of SoftBank's assets has dropped to 14.6%, and its volume is still not small. I can't help but sigh. I didn't expect that the investment that was decided after only six minutes of meeting more than 20 years ago would bring such unimaginable returns to Masayoshi Son and Softbank in the future.</p><p>At present, the volatility of technology stocks is still in progress, which has forced SoftBank to contract across the board and is further reducing investment. For example, the total investment of SVF1 in the same period last fiscal year was still 17.8 billion yuan, but this year it was only 1.8 billion yuan. This scene is even more tragic in the second phase of the Vision Fund. During the VF2 period, a total of 16 billion yuan was invested, compared with 139.5 billion yuan in the same period of the previous fiscal year, which can be called \"knee cut\".</p><p>These are difficult times for global private equity investing. In order to effectively alleviate the situation, Goto Yoshimitsu said that SoftBank Vision Fund will lay off 30% of its employees. However, such \"explosive\" news didn't arouse too much splash. Perhaps everyone has become accustomed to this situation this year.</p><p><b>Say goodbye to investment, Masayoshi Son devotes himself to ARM</b></p><p>Standing on the stage of the last financial report conference, Masayoshi Son seemed a little emotional, almost all telling his story with ARM. This is regarded by him as the origin of his life.</p><p><img src=\"https://static.tigerbbs.com/4eb36042ebfa27bac1c8ca3caf6f6d59\" tg-width=\"1080\" tg-height=\"499\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>It was the autumn of 1976, and 19-year-old Masayoshi Son was studying abroad in the United States. One day, while reading a science magazine on the sidewalk, he accidentally saw a \"mysterious photo of a futuristic city that looks like a geometric pattern\" of a microcomputer chip. Turning to the next page, he was deeply shocked that it turned out to be a microcomputer chip the size of a fingertip and less than 1cm in diameter.</p><p>\"I know what a computer is and what a computer program is, but I didn't know that it all came from such small parts.\" After reading that magazine, Masayoshi Son couldn't help but cry. He felt that he had discovered something that might surpass human intellectual activity for the first time. Looking back on those days, he said, \"I am very touched, because humans are probably the smartest people on earth, and they have created something beyond human intelligence.\"</p><p>Forty-five years have passed since that day, but microcomputers are far from mature and are still developing in a big bang. Masayoshi Son saw that in the long history of human beings for tens of thousands or hundreds of thousands of years, the information revolution has spread rapidly in just 50 years, and we have now reached a situation where we can't live without smart phones.</p><p>\"At the same time, the core of the CPU has been transferred from Intel to ARM, and ARM's position as the most efficient architecture will become more and more stable. That's how I understand it.\" He judged, \"When everything is being digitized, ARM's stage will be bigger.\"</p><p>Recalling the first time he saw the photo of the microcomputer chip, Masayoshi Son decided to devote his life to the information revolution. Now, he will return to that \"origin\", which is also his future direction</p><p>“<b>Over the next few years, I want to work on the next phase of ARM's explosive growth</b>。” Masayoshi Son said at the opening of the press conference, \"This makes me feel excited and happy. ARM and related businesses will be SoftBank's biggest growth point in the future.\"</p><p>Speaking of ARM, this is another big gamble in Masayoshi Son's investment history. In 2016, SoftBank Group at the helm of Masayoshi Son acquired British chip giant ARM for US $31 billion in cash. In order to win ARM and raise funds for the acquisition, SoftBank sold a number of high-quality assets, including Alibaba, at that time, and even borrowed heavily at all costs. Such a big move shocked the entire chip industry. Masayoshi Son once again demonstrated his adventurous spirit, which made his peers shudder, and was called a \"desperate gamble\" by the outside world.</p><p>ARM was originally a trump card in Masayoshi Son's hands. When SoftBank was mired in a quagmire, it once hoped to sell it for US $60 billion. Earlier this year,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Originally planned to acquire ARM for US $40 billion, the largest deal in the history of the chip industry fell through because regulators failed to approve it.</p><p>Since then, SoftBank has started preparations for ARM's independent IPO, but it is still unclear where the IPO will be so far. At this financial report meeting, SoftBank IR and ARM Vice President Ian Thornton revealed, \"We hope ARM will go public as soon as possible, but given the current global economic uncertainty, ARM's IPO is unlikely to happen before the end of March 2023. Preparations are currently Going well, or an IPO sometime in 2023.\"</p><p>“<b>From the beginning, ARM was the last asset we wanted to sell if SoftBank wasn't in crisis</b>。 Especially recently, I realized once again how great ARM is and its future growth opportunities are huge. \" In the past few months, Masayoshi Son has been thinking repeatedly, \"How can we make the best use of ARM, and what kind of interesting services and technologies can we make? Thinking about all this, I am convinced of these great technological innovations No doubt.\"</p><p><b>The rivers and lakes are gone, and a generation of investment madmen let go</b></p><p>This year should be the fiercest year for Masayoshi Son's ideological struggle.</p><p>The world in front of us is full of risks, and venture capital institutions around the world are experiencing different degrees of tension. In this situation, Masayoshi Son is also constantly thinking about where SoftBank should go? Should the Vision Fund continue to invest? Or should we reduce debt and lower the debt ratio and have more cash to drive the business more securely?</p><p>\"We had several heated discussions internally, and I figured it out later myself.\" Son said at the earnings conference. \"The conclusion is that we won't be able to see inflation subside during this period.<b>SoftBank Must Be In Defensive Mode And Stay That Direction All Time</b>。”</p><p>I still remember the young Masayoshi Son who was inspired and shed tears when he read Ryoma Sakamoto, who \"left the vassal\" in pursuit of his dream in the historical book Ryoma Comes. \"You are not a mediocre person buried in the grass. Go out and do something big. As long as you think it is right, you will do it resolutely.\"</p><p>In the future, this plot always appeared in his mind and became the source of spiritual motivation for many of his difficult decisions. \"At first, it was just dreams and baseless confidence, but it all started here,\" Masayoshi Son once said.</p><p>To a certain extent, this also contributed to Masayoshi Son's staggering and tough investment style. Over the years, SoftBank and Vision Fund, which he is in charge of, have played impressively in the primary market. They use cash to change the rules of the game. They are willing to give high valuations, dare to give high valuations, and invest in their opponents' rolling style of play, no one can beat it.</p><p>During this period, Masayoshi Son seemed to only give himself two ways, either to make a lot of money or lose money, spending time and energy on explosive projects. This style of play has also won Masayoshi Son a super unicorn that is almost famous in the world, and he is full of anger. However, throughout its investment history, except for<a href=\"https://laohu8.com/S/YHOO\">Yahoo!</a>In addition to the battle with Alibaba, most of the projects in his hands have brought him a series of troubles and losses, such as<a href=\"https://laohu8.com/S/WE\">WeWork</a>, OYO, Uber... and the unicorns that collapse after building.</p><p>Behind the magical scene, SoftBank began to reflect and decided to restrain investment for a long time.<b>Masayoshi Son, 65, also made changes, breaking with his decades-old routine</b>Say goodbye to the SoftBank earnings report stage that has been led and hosted by him, and keep a low profile.</p><p>In previous years, Masayoshi Son would talk about his eclectic investment philosophy through financial reporting activities, and the outside world can also get a glimpse of this venture capitalist's investment attitude from his historical paintings or abstract pictures. Masayoshi Son has expressed his desire for capital and his expectation of how science and technology can improve human happiness on this stage more than once, sometimes absurd and sometimes full of poetry.</p><p>However, after that, he will no longer host the financial report conference in this form, but may only make some brief comments, and hand over these daily affairs to several other deputies such as Goto Yoshimitsu. \"Goto is better on defense than I am,\" Son said at his last earnings conference. \"<b>I'm an aggressive person, not a defensive one</b>。”</p><p>Perhaps worried that the outside world was too focused on his retirement, Masayoshi Son did not forget to add, \"<b>I am in good health, healthy and energetic</b>\", and said\" I will continue to be at shareholder meetings, and when something unpredictable happens, I will come back at any time. \"</p><p>In the torrent, the mythical years belonging to this venture capital empire began to fade away, and that eccentric, radical and adventurous investment madman gradually disappeared from the spotlight. Times have really changed.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/acb77b88f0e1500dd735d82182c9d65c","relate_stocks":{"SFTBY":"软银集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284728958","content_text":"“这将是我最后一次在财务业绩会上发言。”在最新软银集团财季报告的舞台上，孙正义郑重宣布以后不再出席软银的财报会议，并将集团的日常管理工作移交给CFO后藤芳光（Yoshimitsu Goto）等高管。这是他执掌软银历史以来的第一次。激进的投资风格让LP心情复杂，孙正义选择转身将全身心投入到芯片公司ARM中。这一次，可以说是这位投资狂人迈向退休的第一步。孙正义，无疑是风投史上最具话题的传奇人物之一。1957年出生于日本一个小村庄，在目睹了几次家庭变故后，年纪轻轻的孙正义发誓“闯出一番大事业，成为日本第一企业家”，并在19岁那年为自己定下未来50年的人生规划20岁开始创业，30岁赚够十亿美元，40岁成为第一，50岁赚到百亿美元，60岁退休。如孙正义所愿，他的前半生因创办软银缔造了一个庞大的资本帝国而荡气回肠，尤其是20多年前对阿里巴巴的“6分钟投资”，至今都能救软银于水火之中。未能如愿的是，孙正义至今尚未能完全退休。今年的情况比想象中更艰难，浮沉半生，65岁的他似乎已经萌生了退意。孙正义最后一次主持财报会：卖阿里，软银终于不亏了这是我们最后一次以这样的形式见到孙正义。11月11日，软银集团公布了上半财年（49月）报告。综合来说，软银在2022财年上半年收获了3.2万亿日元的净销售额、投资损失8496亿日元（约合人民币430亿元）以及1291亿日元的净亏损，亏了约合人民币66亿元。你没看错，确实是66亿，这笔小钱在庞大的软银面前可以说不值一提，原因我们后面细细说来。软银亏损的“罪魁祸首”依然是愿景基金SVF1、SVF2以及LatAm Funds三支基金中投资组合的股价/估值急剧下降，包括了美国外卖公司Doordash 、东南亚网约车公司 GoTo 、韩国版“阿里巴巴”Coupang、贝壳找房、Wework、商汤科技等等。“从目前的情况来看，无论是一级市场还是二级市场，我们所做的几乎所有投资都没有好的表现。”孙正义在最新财报会上直言，“上市股和未上市股接近全军覆没，愿景基金也明显受到打击”。仅在7-9月，软银愿景基金的投资亏损就已近100亿美元，而整个上半财年其共造成了4.4万亿日元的投资损失，约合人民币2200亿元。不过软银愿景基金所酿造的巨大窟窿，被阿里补上了。拆分来看，在第一财季（46月），软银录得净亏损3.16万亿日元（约合人民币1600亿元），创下近年亏损之最；79月的第二财季却逆转实现了净利润3.03万亿日元（约合人民币1530亿元）。这是软银三个季度以来首次盈利。“巨额收益的主要来源是阿里巴巴，我们使用阿里巴巴股份签署了预付远期合约。”软银集团CFO后藤芳光在财报会议上透露。财报显示，在2022 年89月，软银实施了预付远期合约对应2.42亿股阿里巴巴股票的提前实物结算，以此收回了超超2700亿元人民币。至此，阿里巴巴在软银资产中的占比下降至14.6%，体量依然不小。不禁令人感叹，没想到二十多年前那次只见面六分钟就拍板的一笔投资，日后给孙正义和软银带来的回报会如此超乎想象。眼下科技股震荡仍在进行中，这迫使软银全面收缩，正进一步减少投资。如SVF1上一财年同期投资总额还是178亿元人民币，但到了今年仅为18亿元人民币。这一幕在愿景基金二期上显得更为惨烈VF2期内共投资160亿元人民币，上一财年同期的数字是1395亿元人民币，堪称“膝盖斩”。这是全球私募股权投资的艰难时刻。为有效缓解局面，后藤芳光表示，软银愿景基金将裁员30%。然而，这样“爆炸性”的消息却没有激起太多水花，也许今年大家对这样的境况已经习以为常。告别投资，孙正义投身于ARM站在最后一场财报发布会舞台上，孙正义显得有些感性，几乎都在讲述他与ARM的故事。这被他视作人生的原点。那是1976年的秋天，19岁的孙正义正在美国留学深造，一天在人行道上看科学杂志时，他无意间看到一张微型计算机芯片的“看起来像几何图案的未来城市的神秘照片”。翻到下一页，他被深深地震撼住了竟然是一块指尖大小、直径不到1厘米的微电脑芯片。“我知道计算机是什么，也知道计算机程序是什么，但我却不知道这些都来自于这么小的零件。”看完那篇杂志，孙正义控制不住地哭泣，他觉得自己第一次发现了可能超越人类智力活动的东西。回顾那些日子，他说：“我很感动，因为人类可能是地球上最聪明的人，他们又创造了超过人类智慧的东西。”现在距离那天已经过去了45年，但微型计算机远未成熟，且还在大爆炸式发展。孙正义看到，在人类几万年、几十万年的历史长河中，信息革命在短短50年时间里迅速蔓延，我们现在已经到了离不开智能手机的境地。“与此同时，CPU的核心已经从Intel转移到了ARM，ARM拥有最高效架构的地位将越来越稳固。我就是这么理解的。”他判断，“当所有都在被数字化，ARM的舞台将会更大。”回想起第一次看到那张微电脑芯片的照片时，孙正义就决定把自己的一生奉献给信息革命。而现在，他将回到那个“原点”，也是他未来的方向“在接下来的几年里，我想致力于ARM下一阶段的爆炸性增长。”孙正义在发布会开场时表示，“这是让我感到兴奋和快乐的，ARM和与之相关的业务将会是软银未来最大的增长点。”说起ARM，这也是孙正义投资史上的又一次豪赌。2016年，孙正义掌舵的软银集团以310亿美元的价格现金收购了英国芯片巨头ARM。为了拿下ARM、筹集收购的资金，软银更是在当时抛售了包括阿里巴巴在内的多项优质资产，甚至还不惜代价地大举借债。如此大手笔，震动了整个芯片行业，孙正义再一次彰显了他的冒险精神，令同行不寒而栗，被外界称为一场“绝命豪赌”。ARM本是孙正义手上的一张王牌，在软银深陷泥潭时，一度希望以600亿美金出手卖掉。今年年初，英伟达原本计划以400亿美金收购ARM，但因监管机构均未能批准，这项芯片行业有史以来规模最大的交易落空。此后，软银启动了ARM独立IPO的准备工作，但截止目前在哪里IPO还尚不明朗。这次财报会议上，软银IR、ARM副总裁Ian Thornton透露，“我们希望ARM尽快上市，但鉴于当前全球经济的不确定性，ARM的IPO不太可能在2023年3月底之前发生。目前筹备工作进展顺利，或在2023年的某个时间进行IPO。”“从一开始，如果不是软银身处危机，ARM是我们最不想出售的资产。尤其是最近，我再次意识到ARM是多么伟大，它未来的成长机会是巨大的。”过去几个月，孙正义一直反复思考，“我们如何才能最佳地利用ARM，又能做出什么样的有趣的服务、有趣的技术？想想这一切，我对这些伟大的技术创新深信不疑。”江湖远去，一代投资狂人放手今年应该是孙正义做思想斗争最猛烈的一年。眼前的世界风险重重，全球的风投机构都在经历着不同程度的紧张局面。此情此景，孙正义也在不停歇地思考着软银该走向何处？愿景基金要不要再继续投资？又或者，是否应该减少债务并降低债务比率，拥有更多现金以更安全地推动业务？“我们内部进行了几次激烈的讨论，后来我自己也想通了。”在财报会上，孙正义说，“结论是，我们将无法在此期间看到通货膨胀的平息，软银必须处于防御模式，并一直保持这个方向。”犹记得那个在读到历史著作《龙马来了》中为了追求梦想而“脱藩”的坂本龙马时，备受鼓舞而落泪的少年孙正义。“你不是埋在草野里的庸才，出去闯荡做一番大事业吧，只要自己认为是对的，就毅然决然地去做。”日后，这个情节总是在他的脑海中显现，成为他诸多艰难决策的精神动力之源。“最初拥有的只是梦想和毫无根据的自信而已，但是所有的一切都从这里开始。”孙正义曾说。一定程度上，这也促就了孙正义令人咋舌的彪悍投资风格。多年来，他所执掌的软银和愿景基金在一级市场的打法令人印象深刻用现金改变游戏规则，肯给高估值，敢给高估值，标的不给投就投其对手的碾压式打法，无人能敌。这段时期里，孙正义仿佛只给自己两条路要么大赚，要么赔掉，把时间和精力花在爆款项目上。这样的打法也为孙正义收揽了全球几乎叫得上名号的超级独角兽，赌气十足。然而，纵观其投资历史，除了雅虎和阿里巴巴使其一战封神之外，他手中的绝大多数项目都给他带来了一系列麻烦和亏损，如WeWork、OYO、Uber......还有一个个起高楼后崩塌的独角兽们。魔幻的一幕幕后，软银开始反省并决定长期克制投资，65岁的孙正义也做出改变，他打破了其几十年来的惯例告别一直由他领导主持的软银收益报告舞台，保持低调。往年里，孙正义会通过财报活动来谈论其不拘一格的投资理念，外界也能从他所投放的历史画作或抽象图片中一窥这位风投狂人的投资态度，而孙正义也不止一次地在这个舞台上表达对资本的欲望，以及科技如何改善人类幸福的期盼，时而荒诞，时而又充满诗意。但此后，他将不再以这种形式主持财报发布会，仅可能会做一些简短点评，并将这些日常事务移交给了后藤芳光等其他几名副手。“后藤比我更适合防守，”孙正义在他最后一次财报发布会上说，“我是一个好斗的人，而不是防守的人。”也许担心外界过于聚焦他的退隐，孙正义还不忘补充一句，“我身体状况良好，健康且精力充沛”，并表示“我会继续在股东大会，当有不可预测的事情发生时，我会随时回来。”洪流之中，属于这家风投帝国的神话岁月开始远去，而那个古怪的、激进的、爱冒险的投资狂人也渐渐消失于聚光灯下时代真的变了。","news_type":1,"symbols_score_info":{"SFTBY":0.9}},"isVote":1,"tweetType":1,"viewCount":2959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963186839,"gmtCreate":1668633734222,"gmtModify":1676538085948,"author":{"id":"4090574021972690","authorId":"4090574021972690","name":"富川","avatar":"https://community-static.tradeup.com/news/07ec540f55a9536b728e59a537869d3e","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090574021972690","idStr":"4090574021972690"},"themes":[],"htmlText":"[微笑] 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10:03","market":"hk","language":"zh","title":"Hang Seng Technology Index fell more than 5%, and technology stocks continued to fall","url":"https://stock-news.laohu8.com/highlight/detail?id=1103231812","media":"老虎资讯综合","summary":"10月24日，港股持续走低，恒生指数跌超4%，恒生科技指数跌超5%；科技股持续下跌，腾讯控股、美团-W、京东集团-SW、百度集团-SW、哔哩哔哩-W跌超7%。","content":"<p><html><head></head><body>On October 24, Hong Kong stocks continued to fall, the Hang Seng Index fell by more than 4%, and the Hang Seng Technology Index fell by more than 5%; Tech stocks continue to fall,<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、<a href=\"https://laohu8.com/S/03690\">Meituan-W</a>、<a href=\"https://laohu8.com/S/09618\">Jingdong Group-SW</a>、<a href=\"https://laohu8.com/S/09888\">Baidu Group-SW</a>、<a href=\"https://laohu8.com/S/09626\">Bilibili-W</a>Fell more than 7%.</p><p><img src=\"https://static.tigerbbs.com/042f67b8a19334d3574563519098cabf\" 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>Hang Seng Technology Index fell more than 5%, and technology stocks continued to fall</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHang Seng Technology Index fell more than 5%, and technology stocks continued to fall\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-10-24 10:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On October 24, Hong Kong stocks continued to fall, the Hang Seng Index fell by more than 4%, and the Hang Seng Technology Index fell by more than 5%; Tech stocks continue to fall,<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、<a href=\"https://laohu8.com/S/03690\">Meituan-W</a>、<a href=\"https://laohu8.com/S/09618\">Jingdong Group-SW</a>、<a href=\"https://laohu8.com/S/09888\">Baidu Group-SW</a>、<a href=\"https://laohu8.com/S/09626\">Bilibili-W</a>Fell more than 7%.</p><p><img src=\"https://static.tigerbbs.com/042f67b8a19334d3574563519098cabf\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"03086":"华夏纳指","HSTECH":"恒生科技指数","TTTN":"老虎中美互联网巨头ETF","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103231812","content_text":"10月24日，港股持续走低，恒生指数跌超4%，恒生科技指数跌超5%；科技股持续下跌，腾讯控股、美团-W、京东集团-SW、百度集团-SW、哔哩哔哩-W跌超7%。","news_type":1,"symbols_score_info":{"03086":0.9,"TTTN":0.9,"HSTECH":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":2620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}